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Cisco Systems Inc (CSCO)

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
Shares102,128,195 from 101,007,196
Change+1,120,999 (+1%)
Value$11.0B (-$870.8M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares40,646,597 from 33,412,725
Change+7,233,872 (+22%)
Value$4.4B (+$450.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares38,010,027 from 40,137,695
Change-2,127,668 (-5%)
Value$4.1B (-$623.6M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares21,008,786 from 25,077,384
Change-4,068,598 (-16%)
Value$2.3B (-$684.5M)
Filed 2026-11-04
Amundi
DECREASED
Shares16,847,997 from 18,432,668
Change-1,584,671 (-9%)
Value$1.8B (-$351.7M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares16,317,863 from 17,001,568
Change-683,705 (-4%)
Value$1.8B (-$240.7M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares10,752,812 from 10,176,574
Change+576,238 (+6%)
Value$1.2B (-$37.9M)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares9,712,019 from 9,664,043
Change+47,976 (+1%)
Value$1.0B (-$89.8M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares9,350,812 from 9,600,711
Change-249,899 (-3%)
Value$1.0B (-$121.3M)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares9,168,049 from 11,513,813
Change-2,345,764 (-20%)
Value$986.8M (-$365.7M)
Filed 2026-11-04
Pictet Asset Management Holding SA
INCREASED
Shares8,514,823 from 7,748,146
Change+766,677 (+10%)
Value$916.3M (+$6.2M)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
DECREASED
Shares7,475,764 from 8,586,581
Change-1,110,817 (-13%)
Value$801.0M (+$800.3M)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares6,724,641 from 6,723,570
Change+1,071 (+0%)
Value$723.8M (-$66.0M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares6,657,504 from 6,679,680
Change-22,176 (0%)
Value$716.5M (-$68.0M)
Filed 2026-11-06
Aberdeen Group plc
INCREASED
Shares6,402,231 from 6,017,794
Change+384,437 (+6%)
Value$689.1M (-$17.8M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares6,032,700 from 4,820,488
Change+1,212,212 (+25%)
Value$649.3M (+$83.1M)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED
Shares5,527,068 from 5,466,320
Change+60,748 (+1%)
Value$594.9M (-$47.2M)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares4,837,623 from 5,885,971
Change-1,048,348 (-18%)
Value$520.0M (-$172.0M)
Filed 2026-10-29
ProShare Advisors LLC
INCREASED
Shares4,746,236 from 4,582,491
Change+163,745 (+4%)
Value$510.8M (-$27.4M)
Filed 2026-10-29
LSV Asset Management
DECREASED
Shares4,398,497 from 7,109,399
Change-2,710,902 (-38%)
Value$473.4M (-$361.7M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares4,155,279 from 4,396,263
Change-240,984 (-5%)
Value$446.6M (-$70.1M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares4,095,245 from 3,966,544
Change+128,701 (+3%)
Value$440.8M (-$25.1M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares3,978,484 from 4,976,085
Change-997,601 (-20%)
Value$428.2M (-$156.3M)
Filed 2026-10-30
Swedbank AB
DECREASED
Shares3,954,239 from 7,342,446
Change-3,388,207 (-46%)
Value$425.6M (-$436.8M)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares3,612,947 from 3,665,837
Change-52,890 (-1%)
Value$388.9M (-$41.7M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares3,423,027 from 2,946,899
Change+476,128 (+16%)
Value$368.4M (+$22.3M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares3,408,077 from 3,429,950
Change-21,873 (-1%)
Value$366.8M (-$36.1M)
Filed 2026-11-05
Natixis
INCREASED
Shares3,385,504 from 1,438,932
Change+1,946,572 (+135%)
Value$364.4M (+$195.4M)
Filed 2026-11-06
Bahl & Gaynor LLC
DECREASED
Shares3,374,056 from 3,448,182
Change-74,126 (-2%)
Value$363.1M (-$41.9M)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares3,300,272 from 3,063,424
Change+236,848 (+8%)
Value$344.7M (-$15.1M)
Filed 2026-11-05
Artemis Investment Management LLP
DECREASED
Shares3,097,205 from 3,297,878
Change-200,673 (-6%)
Value$333.4M (-$54.0M)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares2,966,831 from 2,650,297
Change+316,534 (+12%)
Value$319.3M (+$8.0M)
Filed 2026-11-03
New York State Teachers Retirement System
DECREASED
Shares2,927,607 from 3,035,373
Change-107,766 (-4%)
Value$315.1M (-$41.4M)
Filed 2026-10-22
Guinness Asset Management LTD
DECREASED
Shares2,630,508 from 2,727,849
Change-97,341 (-4%)
Value$283.1M (-$35.8M)
Filed 2026-11-05
Cincinnati Financial Corp
UNCHANGED
Shares2,546,500 from 2,546,500
Change0 (0%)
Value$274.1M (-$25.0M)
Filed 2026-11-03
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares2,538,891 from 2,987,798
Change-448,907 (-15%)
Value$273.3M (-$77.7M)
Filed 2026-11-06
UniSuper Management Pty Ltd
INCREASED
Shares2,243,853 from 2,130,849
Change+113,004 (+5%)
Value$241.5M (-$8.8M)
Filed 2026-10-26
Creative Planning
INCREASED
Shares2,115,135 from 2,019,639
Change+95,496 (+5%)
Value$227.7M (-$9.6M)
Filed 2026-11-02
Asset Management One Co., Ltd.
DECREASED
Shares2,067,685 from 2,140,956
Change-73,271 (-3%)
Value$222.5M (-$28.9M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,997,070 from 1,921,618
Change+75,452 (+4%)
Value$217.0M (-$3.9M)
Filed 2026-10-13
Retirement Systems of Alabama
DECREASED
Shares1,969,076 from 2,112,867
Change-143,791 (-7%)
Value$211.9M (-$36.2M)
Filed 2026-11-04
Alecta Tjanstepension Omsesidigt
UNCHANGED
Shares1,953,400 from 1,953,400
Change0 (0%)
Value$210.2M (-$19.0M)
Filed 2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,862,177 from 2,002,917
Change-140,740 (-7%)
Value$200.4M (-$34.8M)
Filed 2026-10-15
SEB Asset Management AB
DECREASED
Shares1,803,748 from 2,024,332
Change-220,584 (-11%)
Value$194.1M (-$43.6M)
Filed 2026-11-04
KBC Group NV
INCREASED
Shares1,765,909 from 1,699,669
Change+66,240 (+4%)
Value$190.1M (-$9.6M)
Filed 2026-10-22
Cardano Risk Management B.V.
INCREASED
Shares1,696,662 from 1,311,581
Change+385,081 (+29%)
Value$182.6M (+$28.6M)
Filed 2026-10-20
Eurizon Capital SGR S.p.A.
INCREASED
Shares1,690,784 from 1,212,135
Change+478,649 (+39%)
Value$181.7M (+$39.2M)
Filed 2026-11-06
Keybank National Association
DECREASED
Shares1,651,683 from 1,670,551
Change-18,868 (-1%)
Value$177.8M (-$18.5M)
Filed 2026-11-04
CIBC Asset Management Inc
DECREASED
Shares1,639,729 from 1,653,030
Change-13,301 (-1%)
Value$176.5M (-$17.7M)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED
Shares1,568,413 from 1,562,228
Change+6,185 (+0%)
Value$168.8M (-$14.7M)
Filed 2026-10-05
Nykredit A/S
INCREASED
Shares1,500,137 from 1,476,818
Change+23,319 (+2%)
Value$161.5M (-$12.0M)
Filed 2026-11-06
Swiss Life Asset Management Ltd
DECREASED
Shares1,475,603 from 1,762,420
Change-286,817 (-16%)
Value$158.8M (-$48.2M)
Filed 2026-11-03
Strs Ohio
INCREASED
Shares1,461,774 from 1,412,990
Change+48,784 (+3%)
Value$157.3M (-$8.6M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares1,444,539 from 1,447,536
Change-2,997 (0%)
Value$155.5M (-$14.6M)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares1,428,862 from 1,322,297
Change+106,565 (+8%)
Value$153.8M (-$1.5M)
Filed 2026-10-29
Cincinnati Insurance Co
UNCHANGED
Shares1,334,000 from 1,334,000
Change0 (0%)
Value$143.6M (-$13.1M)
Filed 2026-11-03
State of New Jersey Common Pension Fund D
DECREASED
Shares1,272,910 from 1,277,165
Change-4,255 (0%)
Value$137.0M (-$13.0M)
Filed 2026-11-05
Nisa Investment Advisors, LLC
DECREASED
Shares1,205,247 from 1,266,682
Change-61,435 (-5%)
Value$129.7M (-$19.1M)
Filed 2026-10-20
Vontobel Holding Ltd.
DECREASED
Shares1,204,583 from 1,252,438
Change-47,855 (-4%)
Value$129.6M (-$17.5M)
Filed 2026-10-16
Calamos Advisors LLC
INCREASED
Shares1,200,436 from 1,178,914
Change+21,522 (+2%)
Value$129.2M (-$9.3M)
Filed 2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED
Shares1,166,906 from 1,151,006
Change+15,900 (+1%)
Value$125.6M (-$9.6M)
Filed 2026-10-08
Great Lakes Advisors, LLC
DECREASED
Shares1,141,386 from 1,442,754
Change-301,368 (-21%)
Value$122.8M (-$46.6M)
Filed 2026-11-06
State of Michigan Retirement System
DECREASED
Shares1,132,962 from 1,154,062
Change-21,100 (-2%)
Value$121.9M (-$13.6M)
Filed 2026-10-27
Czech National Bank
INCREASED
Shares1,132,469 from 1,124,291
Change+8,178 (+1%)
Value$121.9M (-$10.2M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares1,102,619 from 1,096,019
Change+6,600 (+1%)
Value$118.7M (-$10.1M)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares1,091,712 from 1,105,475
Change-13,763 (-1%)
Value$117.3M (-$12.6M)
Filed 2026-10-14
Rakuten Investment Management, Inc.
INCREASED
Shares1,049,354 from 951,009
Change+98,345 (+10%)
Value$112.2M (+$284.2K)
Filed 2026-10-30
AMF Tjanstepension AB
INCREASED
Shares1,028,135 from 839,133
Change+189,002 (+23%)
Value$110.7M (+$12.1M)
Filed 2026-10-22
Boston Trust Walden Corp
DECREASED
Shares1,019,125 from 1,147,532
Change-128,407 (-11%)
Value$109.7M (-$25.1M)
Filed 2026-10-30
Border to Coast Pensions Partnership Ltd
INCREASED
Shares1,007,510 from 914,820
Change+92,690 (+10%)
Value$108.3M (+$910.0K)
Filed 2026-10-09
Virginia Retirement Systems ET Al
DECREASED
Shares974,924 from 1,096,125
Change-121,201 (-11%)
Value$104.9M (-$23.8M)
Filed 2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares945,883 from 938,596
Change+7,287 (+1%)
Value$101.8M (-$8.4M)
Filed 2026-10-20
IFM Investors Pty Ltd
INCREASED
Shares942,722 from 911,922
Change+30,800 (+3%)
Value$101.5M (-$5.6M)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED
Shares914,587 from 815,498
Change+99,089 (+12%)
Value$99.5M (+$4.0M)
Filed 2026-11-04
Achmea Investment Management B.V.
INCREASED
Shares909,312 from 829,712
Change+79,600 (+10%)
Value$97.9M (+$488.8K)
Filed 2026-10-30
Midwest Trust Co
DECREASED
Shares909,043 from 1,030,575
Change-121,532 (-12%)
Value$97.8M (-$23.2M)
Filed 2026-10-22
Welch Group, LLC
DECREASED
Shares886,905 from 906,782
Change-19,877 (-2%)
Value$95.5M (-$11.1M)
Filed 2026-10-29
Vaughan David Investments LLC
DECREASED
Shares879,873 from 890,800
Change-10,927 (-1%)
Value$94.7M (-$9.9M)
Filed 2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares870,797 from 872,424
Change-1,627 (0%)
Value$93.7M (-$8.8M)
Filed 2026-11-03
Raiffeisen Bank International AG
DECREASED
Shares854,328 from 946,549
Change-92,221 (-10%)
Value$91.4M (-$20.0M)
Filed 2026-10-28
Fort Washington Investment Advisors Inc
DECREASED
Shares848,357 from 970,924
Change-122,567 (-13%)
Value$91.3M (-$22.7M)
Filed 2026-10-15
ZWJ Investment Counsel Inc
INCREASED
Shares836,410 from 825,653
Change+10,757 (+1%)
Value$90.0M (-$7.0M)
Filed 2026-10-15
Sarasin & Partners LLP
DECREASED
Shares833,745 from 863,286
Change-29,541 (-3%)
Value$89.7M (-$11.7M)
Filed 2026-10-13
Kornitzer Capital Management Inc
DECREASED
Shares821,911 from 832,235
Change-10,324 (-1%)
Value$88.5M (-$9.3M)
Filed 2026-11-03
Confluence Investment Management LLC
DECREASED
Shares820,548 from 841,787
Change-21,239 (-3%)
Value$88.3M (-$10.6M)
Filed 2026-10-01
Xponance LLC
INCREASED
Shares807,882 from 790,433
Change+17,449 (+2%)
Value$87.0M (-$5.9M)
Filed 2026-11-03
GF Fund Management Co. Ltd.
DECREASED
Shares786,724 from 795,971
Change-9,247 (-1%)
Value$84.7M (-$8.8M)
Filed 2026-10-26
Candriam S.C.A.
DECREASED
Shares784,749 from 815,855
Change-31,106 (-4%)
Value$84.8M (-$11.0M)
Filed 2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares778,898 from 754,963
Change+23,935 (+3%)
Value$83.8M (-$4.8M)
Filed 2026-10-19
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares737,534 from 809,027
Change-71,493 (-9%)
Value$79.4M (-$15.6M)
Filed 2026-10-30
Willis Investment Counsel
DECREASED
Shares730,663 from 884,202
Change-153,539 (-17%)
Value$78.6M (-$25.2M)
Filed 2026-10-20
Aegon Asset Management UK PLC
DECREASED
Shares726,323 from 768,332
Change-42,009 (-5%)
Value$78.2M (-$12.1M)
Filed 2026-11-04
Gateway Investment Advisers LLC
INCREASED
Shares725,695 from 714,281
Change+11,414 (+2%)
Value$78.1M (-$5.8M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares718,434 from 751,544
Change-33,110 (-4%)
Value$77.3M (-$11.0M)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares717,788 from 632,086
Change+85,702 (+14%)
Value$84.3M (+$10.1M)
Filed 2026-11-06
Park National Corp
DECREASED
Shares717,564 from 729,900
Change-12,336 (-2%)
Value$77.2M (-$8.5M)
Filed 2026-10-05
King Luther Capital Management Corp
INCREASED
Shares715,838 from 639,625
Change+76,213 (+12%)
Value$77.0M (+$1.9M)
Filed 2026-11-05
Amalgamated Bank
DECREASED
Shares702,955 from 722,574
Change-19,619 (-3%)
Value$75.7M (-$9.2M)
Filed 2026-10-23
J. Safra Sarasin Holding AG
INCREASED
Shares698,532 from 688,941
Change+9,591 (+1%)
Value$56.3M (+$443.7K)
Filed 2026-10-26
Pinnacle Associates LTD
DECREASED
Shares696,388 from 704,734
Change-8,346 (-1%)
Value$75.0M (-$7.8M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares692,444 from 612,753
Change+79,691 (+13%)
Value$74.5M (+$2.6M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares679,033 from 597,202
Change+81,831 (+14%)
Value$73.1M (+$2.9M)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares670,408 from 709,810
Change-39,402 (-6%)
Value$72.2M (-$11.2M)
Filed 2026-10-28
Meyer Handelman Co
INCREASED
Shares669,356 from 664,200
Change+5,156 (+1%)
Value$72.0M (-$6.0M)
Filed 2026-10-28
Crossmark Global Holdings, Inc.
DECREASED
Shares668,373 from 776,712
Change-108,339 (-14%)
Value$71.9M (-$19.3M)
Filed 2026-10-21
New York Life Investment Management LLC
INCREASED
Shares664,869 from 646,204
Change+18,665 (+3%)
Value$71.6M (-$4.3M)
Filed 2026-11-04
Todd Asset Management LLC
INCREASED
Shares653,989 from 585,836
Change+68,153 (+12%)
Value$70.4M (+$1.6M)
Filed 2026-10-27
Wedge Capital Management L L P
INCREASED
Shares639,870 from 611,892
Change+27,978 (+5%)
Value$68.9M (-$3.0M)
Filed 2026-10-13
Modera Wealth Management, LLC
DECREASED
Shares624,559 from 654,119
Change-29,560 (-5%)
Value$67.2M (-$9.6M)
Filed 2026-10-28
Welch & Forbes LLC
DECREASED
Shares621,106 from 629,560
Change-8,454 (-1%)
Value$66.8M (-$7.1M)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares608,133 from 694,571
Change-86,438 (-12%)
Value$65.5M (-$16.1M)
Filed 2026-10-27
OP Asset Management Ltd
INCREASED
Shares602,479 from 509,253
Change+93,226 (+18%)
Value$64.8M (+$5.0M)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares598,800 from 621,713
Change-22,913 (-4%)
Value$64.4M (-$8.6M)
Filed 2026-10-29
Staley Capital Advisers Inc
DECREASED
Shares570,047 from 585,943
Change-15,896 (-3%)
Value$61.4M (-$7.5M)
Filed 2026-11-06
Seizert Capital Partners, LLC
DECREASED
Shares566,521 from 597,558
Change-31,037 (-5%)
Value$61.0M (-$9.2M)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares565,451 from 547,697
Change+17,754 (+3%)
Value$60.9M (-$3.5M)
Filed 2026-11-03
Miller Howard Investments Inc
DECREASED
Shares563,082 from 568,258
Change-5,176 (-1%)
Value$60.6M (-$6.1M)
Filed 2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares553,557 from 767,827
Change-214,270 (-28%)
Value$58.6K (-$30.4K)
Filed 2026-10-22
Old Republic International Corp
DECREASED
Shares552,300 from 638,700
Change-86,400 (-14%)
Value$59.4M (-$15.6M)
Filed 2026-10-26
Vest Financial, LLC
INCREASED
Shares539,571 from 344,418
Change+195,153 (+57%)
Value$58.1M (+$17.6M)
Filed 2026-10-21
Union Bancaire Privee, UBP SA
INCREASED
Shares530,227 from 505,296
Change+24,931 (+5%)
Value$157.3M (-$12.7M)
Filed 2026-11-04
OFI Invest Asset Management
INCREASED
Shares521,186 from 486,289
Change+34,897 (+7%)
Value$49.6M (-$599.9K)
Filed 2026-11-06
AGF Management LTD
DECREASED
Shares521,088 from 545,528
Change-24,440 (-4%)
Value$56.1M (-$8.0M)
Filed 2026-11-03
State of Alaska, Department of Revenue
INCREASED
Shares514,267 from 502,429
Change+11,838 (+2%)
Value$55.3M (-$3.7M)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares510,699 from 481,100
Change+29,599 (+6%)
Value$55.0M (-$1.5M)
Filed 2026-10-27
M&G Plc
INCREASED
Shares500,530 from 371,882
Change+128,648 (+35%)
Value$54.1M (+$10.5M)
Filed 2026-11-04
Glenview Trust Co
INCREASED
Shares499,335 from 490,580
Change+8,755 (+2%)
Value$53.7M (-$3.9M)
Filed 2026-10-28
Atwood & Palmer Inc
DECREASED
Shares496,901 from 506,582
Change-9,681 (-2%)
Value$53.5M (-$6.0M)
Filed 2026-10-08
Savant Capital, LLC
INCREASED
Shares495,726 from 312,293
Change+183,433 (+59%)
Value$53.4M (+$16.2M)
Filed 2026-11-06
First Horizon Corp
DECREASED
Shares488,263 from 493,157
Change-4,894 (-1%)
Value$52.6M (-$5.4M)
Filed 2026-10-26
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares487,946 from 496,983
Change-9,037 (-2%)
Value$52.5M (-$5.9M)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
INCREASED
Shares486,425 from 462,806
Change+23,619 (+5%)
Value$52.4M (-$2.0M)
Filed 2026-10-16
Oregon Public Employees Retirement Fund
DECREASED
Shares484,597 from 485,621
Change-1,024 (0%)
Value$52.2M (-$4.9M)
Filed 2026-10-30
LBP AM SA
DECREASED
Shares483,912 from 600,741
Change-116,829 (-19%)
Value$52.1M (-$18.5M)
Filed 2026-11-06
Avanza Fonder AB
INCREASED
Shares483,205 from 434,864
Change+48,341 (+11%)
Value$52.0M (+$928.2K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares482,011 from 510,618
Change-28,607 (-6%)
Value$51.9M (-$8.1M)
Filed 2026-10-05
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares457,689 from 461,916
Change-4,227 (-1%)
Value$49.3M (-$5.0M)
Filed 2026-10-22
iA Global Asset Management Inc.
DECREASED
Shares451,747 from 463,640
Change-11,893 (-3%)
Value$48.6M (-$5.8M)
Filed 2026-10-29
ABN Amro Investment Solutions
INCREASED
Shares448,163 from 347,034
Change+101,129 (+29%)
Value$48.2M (+$7.5M)
Filed 2026-10-21
Marble Harbor Investment Counsel, LLC
DECREASED
Shares443,873 from 449,891
Change-6,018 (-1%)
Value$47.8M (-$5.1M)
Filed 2026-11-06
Yousif Capital Management, LLC
DECREASED
Shares442,652 from 445,349
Change-2,697 (-1%)
Value$47.6M (-$4.7M)
Filed 2026-10-22
Louisiana State Employees Retirement System
DECREASED
Shares442,300 from 455,300
Change-13,000 (-3%)
Value$47.6M (-$5.9M)
Filed 2026-10-20
ASR Vermogensbeheer N.V.
INCREASED
Shares435,597 from 402,282
Change+33,315 (+8%)
Value$46.9M (-$365.2K)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares418,635 from 414,289
Change+4,346 (+1%)
Value$45.1M (-$3.6M)
Filed 2026-10-23
SteelPeak Wealth, LLC
INCREASED
Shares418,477 from 117,330
Change+301,147 (+257%)
Value$45.0M (+$31.3M)
Filed 2026-10-16
Illinois Municipal Retirement Fund
DECREASED
Shares407,146 from 410,054
Change-2,908 (-1%)
Value$43.8M (-$4.3M)
Filed 2026-11-05
Mutual of America Capital Management LLC
DECREASED
Shares403,232 from 407,024
Change-3,792 (-1%)
Value$43.4M (-$4.4M)
Filed 2026-10-23
Nexus Investment Management ULC
DECREASED
Shares399,557 from 417,202
Change-17,645 (-4%)
Value$43.0M (-$6.0M)
Filed 2026-10-27
Adams Diversified Equity Fund, Inc.
INCREASED
Shares399,400 from 353,800
Change+45,600 (+13%)
Value$43.0M (+$1.4M)
Filed 2026-10-21
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares394,877 from 404,477
Change-9,600 (-2%)
Value$42.5M (-$5.0M)
Filed 2026-10-21
Dana Investment Advisors, Inc.
DECREASED
Shares391,922 from 408,585
Change-16,663 (-4%)
Value$42.2M (-$5.8M)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED
Shares391,201 from 425,606
Change-34,405 (-8%)
Value$42.1M (-$7.9M)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares389,371 from 374,283
Change+15,088 (+4%)
Value$41.9M (-$2.1M)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares389,154 from 171,316
Change+217,838 (+127%)
Value$40.7M (+$20.5M)
Filed 2026-11-04
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares387,620 from 358,197
Change+29,423 (+8%)
Value$41.7M (-$354.3K)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares378,702 from 386,952
Change-8,250 (-2%)
Value$40.8M (-$4.7M)
Filed 2026-10-22
Conning Inc.
INCREASED
Shares374,359 from 309,004
Change+65,355 (+21%)
Value$40.3M (+$4.0M)
Filed 2026-10-27
LVM Capital Management LTD
DECREASED
Shares370,951 from 378,528
Change-7,577 (-2%)
Value$39.9M (-$4.5M)
Filed 2026-10-20
Valley Wealth Managers, Inc.
DECREASED
Shares367,942 from 374,637
Change-6,695 (-2%)
Value$39.6M (-$4.4M)
Filed 2026-10-09
Profund Advisors LLC
DECREASED
Shares367,739 from 384,516
Change-16,777 (-4%)
Value$39.6M (-$5.6M)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares364,753 from 361,558
Change+3,195 (+1%)
Value$39.3M (-$3.2M)
Filed 2026-10-26
Tctc Holdings, LLC
INCREASED
Shares356,905 from 354,580
Change+2,325 (+1%)
Value$38.4M (-$3.2M)
Filed 2026-11-02
Henshaw Capital LLC
UNCHANGED
Shares355,829 from 355,829
Change0 (0%)
Value$38.3M (-$3.5M)
Filed 2026-11-03
Markel Group Inc.
UNCHANGED
Shares355,500 from 355,500
Change0 (0%)
Value$38.3M (-$3.5M)
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares353,935 from 339,642
Change+14,293 (+4%)
Value$38.1M (-$1.8M)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares348,502 from 345,969
Change+2,533 (+1%)
Value$37.5M (-$3.1M)
Filed 2026-10-28
Clifford Swan Investment Counsel LLC
DECREASED
Shares337,823 from 341,705
Change-3,882 (-1%)
Value$36.4M (-$3.8M)
Filed 2026-11-05
Bokf, NA
DECREASED
Shares334,210 from 364,399
Change-30,189 (-8%)
Value$36.0M (-$6.8M)
Filed 2026-10-27
Palisade Asset Management, LLC
DECREASED
Shares329,447 from 345,913
Change-16,466 (-5%)
Value$35.5M (-$5.2M)
Filed 2026-11-03
Braun Stacey Associates Inc
DECREASED
Shares327,190 from 332,315
Change-5,125 (-2%)
Value$35.2M (-$3.8M)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares322,675 from 322,424
Change+251 (+0%)
Value$34.7M (-$3.1M)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares317,482 from 357,894
Change-40,412 (-11%)
Value$34.2M (-$7.9M)
Filed 2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares315,479 from 359,682
Change-44,203 (-12%)
Value$34.0M (-$8.3M)
Filed 2026-11-04
Kanawha Capital Management LLC
INCREASED
Shares311,953 from 311,656
Change+297 (+0%)
Value$33.6M (-$3.0M)
Filed 2026-10-19
Adell Harriman & Carpenter Inc
INCREASED
Shares309,651 from 305,541
Change+4,110 (+1%)
Value$33.3M (-$2.6M)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares309,040 from 326,757
Change-17,717 (-5%)
Value$33.3M (-$5.1M)
Filed 2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED
Shares305,997 from 305,997
Change0 (0%)
Value$32.9M (-$3.0M)
Filed 2026-10-20
John G Ullman & Associates Inc
DECREASED
Shares304,966 from 316,593
Change-11,627 (-4%)
Value$32.8M (-$4.4M)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares304,098 from 302,529
Change+1,569 (+1%)
Value$32.7M (-$2.8M)
Filed 2026-10-23
Randolph Co Inc
INCREASED
Shares304,002 from 303,801
Change+201 (+0%)
Value$32.7M (-$3.0M)
Filed 2026-10-23
Farmers & Merchants Investments Inc
DECREASED
Shares301,394 from 301,674
Change-280 (0%)
Value$32.4M (-$3.0M)
Filed 2026-10-22
Associated Banc-Corp
DECREASED
Shares301,219 from 311,285
Change-10,066 (-3%)
Value$32.4M (-$4.1M)
Filed 2026-10-30
Merit Financial Group, LLC
INCREASED
Shares296,314 from 275,950
Change+20,364 (+7%)
Value$31.9M (-$520.9K)
Filed 2026-11-06
Cambiar Investors LLC
DECREASED
Shares295,299 from 323,211
Change-27,912 (-9%)
Value$31.8M (-$6.2M)
Filed 2026-11-04
Davidson Investment Advisors
DECREASED
Shares292,912 from 296,446
Change-3,534 (-1%)
Value$31.5M (-$3.3M)
Filed 2026-10-20
Albion Financial Group
INCREASED
Shares292,801 from 290,685
Change+2,116 (+1%)
Value$31.5M (-$2.6M)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares287,436 from 294,717
Change-7,281 (-2%)
Value$30.9M (-$3.7M)
Filed 2026-10-15
Harold Davidson & Associates Inc.
DECREASED
Shares280,219 from 280,497
Change-278 (0%)
Value$30.2M (-$2.8M)
Filed 2026-10-29
Regions Financial Corp
DECREASED
Shares278,032 from 278,720
Change-688 (0%)
Value$29.9M (-$2.8M)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares274,414 from 346,762
Change-72,348 (-21%)
Value$29.5M (-$11.2M)
Filed 2026-11-04
Motley Fool Asset Management LLC
NEW
Shares273,992
Change+273,992
Value$29.5M
Filed 2026-10-27
First Citizens Bank & Trust Co
DECREASED
Shares271,256 from 288,795
Change-17,539 (-6%)
Value$29.2M (-$4.7M)
Filed 2026-10-14
Salem Investment Counselors Inc
INCREASED
Shares271,027 from 268,350
Change+2,677 (+1%)
Value$29.2M (-$2.3M)
Filed 2026-10-13
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares269,403 from 473,632
Change-204,229 (-43%)
Value$29.0M (-$26.6M)
Filed 2026-10-20
Arnhold LLC
DECREASED
Shares266,489 from 289,138
Change-22,649 (-8%)
Value$28.7M (-$5.3M)
Filed 2026-10-26
Nemes Rush Group LLC
DECREASED
Shares262,763 from 264,245
Change-1,482 (-1%)
Value$28.3M (-$2.8M)
Filed 2026-11-04
Applied Finance Capital Management, LLC
DECREASED
Shares260,093 from 350,893
Change-90,800 (-26%)
Value$28.0M (-$13.2M)
Filed 2026-11-03
Carnegie Investment Counsel
DECREASED
Shares256,746 from 266,044
Change-9,298 (-3%)
Value$27.6M (-$3.6M)
Filed 2026-10-20
Pittenger & Anderson Inc
INCREASED
Shares256,183 from 252,948
Change+3,235 (+1%)
Value$27.6M (-$2.1M)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED
Shares255,848 from 261,841
Change-5,993 (-2%)
Value$27.5M (-$3.2M)
Filed 2026-10-16
TD Waterhouse Canada Inc.
DECREASED
Shares254,263 from 345,623
Change-91,360 (-26%)
Value$27.7M (-$12.8M)
Filed 2026-10-16
Exchange Traded Concepts, LLC
INCREASED
Shares254,162 from 56,955
Change+197,207 (+346%)
Value$27.4M (+$20.7M)
Filed 2026-10-28
Evergreen Capital Management LLC
DECREASED
Shares254,017 from 255,498
Change-1,481 (-1%)
Value$27.3M (-$2.7M)
Filed 2026-10-23
First National Trust Co
DECREASED
Shares249,472 from 262,786
Change-13,314 (-5%)
Value$26.9M (-$4.0M)
Filed 2026-10-28
Clearstead Advisors, LLC
DECREASED
Shares246,393 from 249,736
Change-3,343 (-1%)
Value$26.5M (-$2.8M)
Filed 2026-11-06
Maryland State Retirement & Pension System
INCREASED
Shares242,394 from 212,784
Change+29,610 (+14%)
Value$26.1M (+$1.1M)
Filed 2026-11-05
Talbot Financial, LLC
INCREASED
Shares242,287 from 239,361
Change+2,926 (+1%)
Value$26.1M (-$2.0M)
Filed 2026-10-19
Westchester Capital Management, Inc.
DECREASED
Shares239,617 from 240,567
Change-950 (0%)
Value$25.8M (-$2.5M)
Filed 2026-10-23
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares238,917 from 216,148
Change+22,769 (+11%)
Value$25.7M (+$325.9K)
Filed 2026-10-30
Moran Wealth Management, LLC
INCREASED
Shares232,885 from 230,491
Change+2,394 (+1%)
Value$25.1M (-$2.0M)
Filed 2026-10-22
F&V Capital Management, LLC
INCREASED
Shares232,395 from 230,555
Change+1,840 (+1%)
Value$25.0M (-$2.1M)
Filed 2026-10-19
Payden & Rygel
DECREASED
Shares231,446 from 285,476
Change-54,030 (-19%)
Value$24.9M (-$8.6M)
Filed 2026-10-28
Arbejdsmarkedets Tillaegspension
INCREASED
Shares228,200 from 215,100
Change+13,100 (+6%)
Value$24.6M (-$704.5K)
Filed 2026-10-30
Foster Victor Wealth Advisors, LLC
INCREASED
Shares227,331 from 219,502
Change+7,829 (+4%)
Value$24.2M (-$1.5M)
Filed 2026-10-21
Oak Harvest Investment Services
INCREASED
Shares226,490 from 220,608
Change+5,882 (+3%)
Value$24.4M (-$1.5M)
Filed 2026-10-20
Sound Income Strategies, LLC
INCREASED
Shares226,031 from 225,747
Change+284 (+0%)
Value$26.0M (-$547.5K)
Filed 2026-10-09
Congress Asset Management Co
DECREASED
Shares224,215 from 231,404
Change-7,189 (-3%)
Value$24.1M (-$3.0M)
Filed 2026-10-06
Washington Trust Co
DECREASED
Shares220,736 from 223,632
Change-2,896 (-1%)
Value$23.8M (-$2.5M)
Filed 2026-10-22
Tompkins Financial Corp
DECREASED
Shares219,578 from 225,381
Change-5,803 (-3%)
Value$23.6M (-$2.8M)
Filed 2026-10-05
Rockland Trust Co
INCREASED
Shares218,003 from 16,853
Change+201,150 (+1194%)
Value$23.5M (+$21.5M)
Filed 2026-10-05
Alps Advisors Inc
DECREASED
Shares217,661 from 291,854
Change-74,193 (-25%)
Value$23.4M (-$10.9M)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares216,925 from 205,463
Change+11,462 (+6%)
Value$23.3M (-$786.1K)
Filed 2026-11-04
Stockman Wealth Management, Inc.
DECREASED
Shares214,964 from 227,682
Change-12,718 (-6%)
Value$23.1M (-$3.6M)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares211,852 from 202,720
Change+9,132 (+5%)
Value$22.8M (-$1.0M)
Filed 2026-10-08
Hartford Investment Management Co
DECREASED
Shares210,978 from 218,321
Change-7,343 (-3%)
Value$22.7M (-$2.9M)
Filed 2026-11-04
Trust Co of Vermont
INCREASED
Shares207,382 from 205,490
Change+1,892 (+1%)
Value$22.3M (-$1.8M)
Filed 2026-10-21
Toth Financial Advisory Corp
DECREASED
Shares206,832 from 208,523
Change-1,691 (-1%)
Value$22.3M (-$2.2M)
Filed 2026-10-08
Compagnie Lombard Odier SCmA
DECREASED
Shares204,675 from 314,955
Change-110,280 (-35%)
Value$22.0M (-$15.0M)
Filed 2026-11-04
TrinityBridge Ltd
DECREASED
Shares201,118 from 206,932
Change-5,814 (-3%)
Value$21.6M (-$2.6M)
Filed 2026-10-30
Grimes & Co Wealth Management, LLC
DECREASED
Shares200,607 from 235,213
Change-34,606 (-15%)
Value$21.6M (-$6.0M)
Filed 2026-10-29
Strategy Asset Managers LLC
DECREASED
Shares199,020 from 202,351
Change-3,331 (-2%)
Value$21.4M (-$2.3M)
Filed 2026-10-14
Cohen Capital Management, Inc.
DECREASED
Shares197,687 from 197,887
Change-200 (0%)
Value$21.3M (-$2.0M)
Filed 2026-10-14
Crestwood Advisors Group, LLC
INCREASED
Shares196,913 from 196,222
Change+691 (+0%)
Value$21.2M (-$1.9M)
Filed 2026-10-27
New Mexico Educational Retirement Board
UNCHANGED
Shares196,574 from 196,574
Change0 (0%)
Value$21.2M (-$1.9M)
Filed 2026-11-05
Americana Partners, LLC
INCREASED
Shares196,278 from 163,190
Change+33,088 (+20%)
Value$21.1M (+$2.0M)
Filed 2026-10-28
Temasek Holdings (Private) Ltd
INCREASED
Shares195,921 from 67,718
Change+128,203 (+189%)
Value$21.1M (+$13.1M)
Filed 2026-10-28
China Universal Asset Management Co., Ltd.
INCREASED
Shares195,746 from 177,414
Change+18,332 (+10%)
Value$20.9M (+$94.0K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares195,332 from 197,451
Change-2,119 (-1%)
Value$21.0M (-$2.2M)
Filed 2026-11-03
Parthenon LLC
DECREASED
Shares195,182 from 195,450
Change-268 (0%)
Value$21.0M (-$2.0M)
Filed 2026-10-22
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares195,086 from 173,241
Change+21,845 (+13%)
Value$21.0M (+$648.2K)
Filed 2026-10-26
Narwhal Capital Management
DECREASED
Shares190,903 from 192,141
Change-1,238 (-1%)
Value$20.5M (-$2.0M)
Filed 2026-11-04
DDD Partners, LLC
DECREASED
Shares190,232 from 214,668
Change-24,436 (-11%)
Value$20.5M (-$4.7M)
Filed 2026-11-02
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares190,000 from 190,035
Change-35 (0%)
Value$20.4M (-$1.9M)
Filed 2026-11-02
Sara-Bay Financial
DECREASED
Shares189,882 from 190,535
Change-653 (0%)
Value$20.4M (-$1.9M)
Filed 2026-10-21
Choreo, LLC
INCREASED
Shares189,351 from 170,848
Change+18,503 (+11%)
Value$20.4M (+$317.2K)
Filed 2026-10-28
Fisher Funds Management LTD
DECREASED
Shares188,634 from 226,634
Change-38,000 (-17%)
Value$20.3M (-$6.3M)
Filed 2026-10-13
Principle Wealth Partners LLC
DECREASED
Shares187,688 from 190,130
Change-2,442 (-1%)
Value$20.2M (-$2.1M)
Filed 2026-11-02
Knights of Columbus Asset Advisors LLC
DECREASED
Shares186,723 from 222,920
Change-36,197 (-16%)
Value$20.1M (-$6.1M)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares186,584 from 174,658
Change+11,926 (+7%)
Value$20.1M (-$433.4K)
Filed 2026-10-23
Verity & Verity, LLC
DECREASED
Shares186,504 from 187,609
Change-1,105 (-1%)
Value$20.1M (-$2.0M)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares186,326 from 176,160
Change+10,166 (+6%)
Value$20.5M (+$285.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares186,326 from 176,160
Change+10,166 (+6%)
Value$20.5M (+$285.2K)
Filed 2026-10-20
JAG Capital Management, LLC
DECREASED
Shares185,717 from 243,915
Change-58,198 (-24%)
Value$20.0M (-$8.7M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares185,123 from 148,324
Change+36,799 (+25%)
Value$19.9M (+$2.5M)
Filed 2026-10-21
First Nebraska Trust Co
DECREASED
Shares182,262 from 186,070
Change-3,808 (-2%)
Value$19.6M (-$2.2M)
Filed 2026-10-30
GHP Investment Advisors, Inc.
DECREASED
Shares178,493 from 187,656
Change-9,163 (-5%)
Value$19.2M (-$2.8M)
Filed 2026-10-15
Generali Asset Management SPA SGR
INCREASED
Shares177,594 from 169,176
Change+8,418 (+5%)
Value$19.1M (-$757.0K)
Filed 2026-10-26
Carret Asset Management, LLC
DECREASED
Shares176,812 from 179,407
Change-2,595 (-1%)
Value$19.0M (-$2.0M)
Filed 2026-11-04
Harbor Island Capital LLC
DECREASED
Shares173,629 from 205,951
Change-32,322 (-16%)
Value$18.7M (-$5.5M)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares172,136 from 179,193
Change-7,057 (-4%)
Value$18.5M (-$2.5M)
Filed 2026-10-22
Woodstock Corp
DECREASED
Shares171,679 from 173,039
Change-1,360 (-1%)
Value$18.5M (-$1.8M)
Filed 2026-10-13
Imc-Chicago, LLC
DECREASED
Shares170,065 from 215,562
Change-45,497 (-21%)
Value$18.3M (-$7.0M)
Filed 2026-11-05
Vantage Investment Partners, LLC
DECREASED
Shares169,950 from 171,553
Change-1,603 (-1%)
Value$18.3M (-$1.9M)
Filed 2026-10-27
Ledyard National Bank
DECREASED
Shares168,021 from 174,674
Change-6,653 (-4%)
Value$18.1M (-$2.4M)
Filed 2026-10-21
Benedict Financial Advisors Inc
DECREASED
Shares167,774 from 172,000
Change-4,226 (-2%)
Value$18.1M (-$2.1M)
Filed 2026-10-07
UMB Bank, n.a.
DECREASED
Shares167,669 from 182,070
Change-14,401 (-8%)
Value$18.0M (-$3.3M)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares166,147 from 172,634
Change-6,487 (-4%)
Value$17.9M (-$2.4M)
Filed 2026-10-28
Nichols & Pratt Advisers LLP
DECREASED
Shares165,683 from 172,433
Change-6,750 (-4%)
Value$18.0M (-$2.2M)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED
Shares165,016 from 165,957
Change-941 (-1%)
Value$17.8M (-$1.7M)
Filed 2026-10-13
Gradient Investments LLC
DECREASED
Shares161,601 from 184,062
Change-22,461 (-12%)
Value$17.4M (-$4.2M)
Filed 2026-10-08
Tectonic Advisors LLC
DECREASED
Shares159,550 from 176,540
Change-16,990 (-10%)
Value$17.2M (-$3.6M)
Filed 2026-10-22
Assenagon Asset Management S.A.
INCREASED
Shares159,285 from 157,889
Change+1,396 (+1%)
Value$17.1M (-$1.4M)
Filed 2026-10-15
Cardinal Capital Management
INCREASED
Shares158,584 from 156,094
Change+2,490 (+2%)
Value$17.1M (-$1.3M)
Filed 2026-10-21
Robeco Schweiz AG
INCREASED
Shares157,600 from 72,000
Change+85,600 (+119%)
Value$17.0M (+$8.5M)
Filed 2026-10-23
Masterinvest Kapitalanlage GmbH
DECREASED
Shares157,220 from 172,907
Change-15,687 (-9%)
Value$16.9M (-$3.4M)
Filed 2026-11-03
Cardinal Point Capital Management ULC
DECREASED
Shares157,168 from 159,168
Change-2,000 (-1%)
Value$16.9M (-$1.8M)
Filed 2026-10-21
Highland Capital Management, LLC
DECREASED
Shares156,201 from 158,789
Change-2,588 (-2%)
Value$16.8M (-$1.8M)
Filed 2026-10-26
Leuthold Group, LLC
INCREASED
Shares154,557 from 143,885
Change+10,672 (+7%)
Value$16.6M (-$265.8K)
Filed 2026-11-04
Thompson Siegel & Walmsley LLC
DECREASED
Shares153,365 from 156,623
Change-3,258 (-2%)
Value$16.5M (-$1.9M)
Filed 2026-11-05
Avalon Capital Management
INCREASED
Shares153,363 from 153,311
Change+52 (+0%)
Value$16.5M (-$1.5M)
Filed 2026-11-04
Adams Asset Advisors, LLC
DECREASED
Shares152,508 from 155,638
Change-3,130 (-2%)
Value$16.4M (-$1.9M)
Filed 2026-10-08
Capital Investment Counsel, Inc
DECREASED
Shares152,233 from 152,811
Change-578 (0%)
Value$16.4M (-$1.6M)
Filed 2026-10-20
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares152,135 from 156,015
Change-3,880 (-2%)
Value$16.4M (-$2.0M)
Filed 2026-10-27
M. Kraus & Co
DECREASED
Shares151,644 from 152,654
Change-1,010 (-1%)
Value$16.3M (-$1.6M)
Filed 2026-10-20
Covea Finance
INCREASED
Shares151,000 from 133,000
Change+18,000 (+14%)
Value$16.3M (+$630.0K)
Filed 2026-10-21
Bailard, Inc.
DECREASED
Shares150,949 from 160,683
Change-9,734 (-6%)
Value$16.2M (-$2.6M)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares149,255 from 152,054
Change-2,799 (-2%)
Value$16.1M (-$1.8M)
Filed 2026-10-21
Tokio Marine Asset Management Co LTD
INCREASED
Shares148,609 from 146,209
Change+2,400 (+2%)
Value$16.0M (-$1.2M)
Filed 2026-10-26
Genus Capital Management Inc.
DECREASED
Shares148,543 from 213,573
Change-65,030 (-30%)
Value$16.0M (-$9.1M)
Filed 2026-11-04
Parsons Capital Management Inc
DECREASED
Shares147,364 from 148,128
Change-764 (-1%)
Value$15.9M (-$1.5M)
Filed 2026-10-28
Weybosset Research & Management LLC
DECREASED
Shares146,817 from 149,882
Change-3,065 (-2%)
Value$15.8M (-$1.8M)
Filed 2026-10-19
Romano Brothers and Company
DECREASED
Shares144,434 from 147,284
Change-2,850 (-2%)
Value$15.5M (-$1.8M)
Filed 2026-10-22
ARS Wealth Advisors Group, LLC
DECREASED
Shares144,368 from 146,783
Change-2,415 (-2%)
Value$15.5M (-$1.7M)
Filed 2026-10-16
Lynch & Associates
DECREASED
Shares144,199 from 145,993
Change-1,794 (-1%)
Value$15.5M (-$1.6M)
Filed 2026-10-13
Bell Bank
DECREASED
Shares144,124 from 144,156
Change-32 (0%)
Value$15.5M (-$1.4M)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares143,151 from 143,024
Change+127 (+0%)
Value$15.4M (-$1.4M)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares143,105 from 142,415
Change+690 (+0%)
Value$15.4M (-$1.3M)
Filed 2026-10-08
Franklin Street Advisors Inc
DECREASED
Shares142,742 from 145,825
Change-3,083 (-2%)
Value$15.4M (-$1.8M)
Filed 2026-10-13
E. Ohman J:or Asset Management AB
INCREASED
Shares141,948 from 138,948
Change+3,000 (+2%)
Value$15.3M (-$1.0M)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED
Shares141,566 from 142,072
Change-506 (0%)
Value$15.2M (-$1.5M)
Filed 2026-10-16
Wallington Asset Management, LLC
INCREASED
Shares140,922 from 140,592
Change+330 (+0%)
Value$15.2M (-$1.3M)
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares140,787 from 143,609
Change-2,822 (-2%)
Value$15.2M (-$1.7M)
Filed 2026-10-30
Busey Bank
DECREASED
Shares140,778 from 144,815
Change-4,037 (-3%)
Value$15.2M (-$1.9M)
Filed 2026-10-26
CX Institutional
INCREASED
Shares139,197 from 132,552
Change+6,645 (+5%)
Value$15.0K (-$15.6M)
Filed 2026-10-02
Harbor Capital Advisors, Inc.
INCREASED
Shares138,717 from 138,281
Change+436 (+0%)
Value$14.9M (-$1.3M)
Filed 2026-10-22
Linscomb Wealth, Inc.
DECREASED
Shares138,422 from 142,012
Change-3,590 (-3%)
Value$14.9M (-$1.8M)
Filed 2026-11-05
Patton Albertson Miller Group, LLC
DECREASED
Shares137,520 from 137,730
Change-210 (0%)
Value$14.8M (-$1.4M)
Filed 2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED
Shares135,434 from 150,911
Change-15,477 (-10%)
Value$14.6M (-$3.1M)
Filed 2026-11-05
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares135,231 from 135,231
Change0 (0%)
Value$14.6M (-$1.3M)
Filed 2026-10-13
Community Bank, N.A.
DECREASED
Shares134,073 from 139,359
Change-5,286 (-4%)
Value$14.4M (-$1.9M)
Filed 2026-11-06
Two Point Capital Management, Inc.
DECREASED
Shares134,017 from 137,166
Change-3,149 (-2%)
Value$14.4M (-$1.7M)
Filed 2026-10-16
Naples Global Advisors, LLC
DECREASED
Shares133,598 from 134,305
Change-707 (-1%)
Value$14.4M (-$1.4M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares133,541 from 120,842
Change+12,699 (+11%)
Value$14.4M (+$181.6K)
Filed 2026-11-05
Intact Investment Management Inc.
DECREASED
Shares133,190 from 148,830
Change-15,640 (-11%)
Value$14.3M (-$3.1M)
Filed 2026-11-03
Advanced Asset Management Advisors Inc
UNCHANGED
Shares131,631 from 131,631
Change0 (0%)
Value$14.2M (-$1.3M)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
DECREASED
Shares131,364 from 135,272
Change-3,908 (-3%)
Value$14.1M (-$1.8M)
Filed 2026-10-15
HUB Investment Partners, LLC
DECREASED
Shares129,879 from 148,518
Change-18,639 (-13%)
Value$14.0M (-$3.5M)
Filed 2026-11-03
Perennial Advisors, LLC
DECREASED
Shares129,798 from 131,942
Change-2,144 (-2%)
Value$14.0M (-$1.5M)
Filed 2026-10-13
Kintegral Advisory, LLC
INCREASED
Shares129,759 from 129,026
Change+733 (+1%)
Value$14.0M (-$1.2M)
Filed 2026-10-16
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares129,500 from 129,500
Change0 (0%)
Value$13.9M (-$1.3M)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares129,111 from 143,951
Change-14,840 (-10%)
Value$13.9M (-$3.0M)
Filed 2026-11-05
Smith Salley Wealth Management
DECREASED
Shares128,679 from 135,028
Change-6,349 (-5%)
Value$13.8M (-$2.0M)
Filed 2026-11-03
Montag A & Associates Inc
DECREASED
Shares128,318 from 133,218
Change-4,900 (-4%)
Value$13.8M (-$1.8M)
Filed 2026-10-29
PKO Investment Management Joint-Stock Co
INCREASED
Shares128,000 from 110,000
Change+18,000 (+16%)
Value$13.8M (+$856.0K)
Filed 2026-10-19
Eagle Rock Investment Company, LLC
DECREASED
Shares127,862 from 130,052
Change-2,190 (-2%)
Value$13.8M (-$1.5M)
Filed 2026-10-21
Live Oak Private Wealth LLC
DECREASED
Shares127,523 from 134,418
Change-6,895 (-5%)
Value$13.7M (-$2.1M)
Filed 2026-11-02
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares126,828 from 69,125
Change+57,703 (+83%)
Value$13.7M (+$5.5M)
Filed 2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares126,786 from 128,350
Change-1,564 (-1%)
Value$13.6M (-$1.4M)
Filed 2026-10-13
Cohen Klingenstein LLC
UNCHANGED
Shares126,280 from 126,280
Change0 (0%)
Value$13.6M (-$1.2M)
Filed 2026-10-15
Pioneer Trust Bank N A
DECREASED
Shares126,215 from 133,876
Change-7,661 (-6%)
Value$13.6M (-$2.1M)
Filed 2026-11-06
Howard Capital Management, LLC
DECREASED
Shares126,078 from 126,210
Change-132 (0%)
Value$13.6M (-$1.3M)
Filed 2026-10-16
Confluence Wealth Services, Inc.
INCREASED
Shares126,064 from 110,524
Change+15,540 (+14%)
Value$13.6M (+$586.2K)
Filed 2026-11-05
Monarch Capital Management Inc
DECREASED
Shares125,872 from 128,027
Change-2,155 (-2%)
Value$13.5M (-$1.5M)
Filed 2026-10-19
Mandatum Life Insurance Co Ltd
DECREASED
Shares125,464 from 140,464
Change-15,000 (-11%)
Value$13.5M (-$3.0M)
Filed 2026-11-06
Greenleaf Trust
DECREASED
Shares125,187 from 129,372
Change-4,185 (-3%)
Value$13.5M (-$1.7M)
Filed 2026-10-29
Forbes J M & Co LLP
INCREASED
Shares124,932 from 124,210
Change+722 (+1%)
Value$13.4M (-$1.1M)
Filed 2026-10-16
North Dakota State Investment Board
INCREASED
Shares124,523 from 119,859
Change+4,664 (+4%)
Value$13.4M (-$676.2K)
Filed 2026-10-27
Thompson Investment Management, Inc.
DECREASED
Shares124,424 from 128,339
Change-3,915 (-3%)
Value$13.4M (-$1.7M)
Filed 2026-10-14
Avantax Planning Partners, Inc.
DECREASED
Shares123,940 from 137,106
Change-13,166 (-10%)
Value$13.3M (-$2.8M)
Filed 2026-11-03
First Interstate Bank
DECREASED
Shares122,973 from 126,563
Change-3,590 (-3%)
Value$13.2M (-$1.6M)
Filed 2026-10-23
Iowa State Bank
DECREASED
Shares122,898 from 124,358
Change-1,460 (-1%)
Value$13.2M (-$1.4M)
Filed 2026-10-06
Waldron Private Wealth LLC
INCREASED
Shares122,104 from 118,540
Change+3,564 (+3%)
Value$13.1M (-$781.6K)
Filed 2026-11-02
XML Financial, LLC
DECREASED
Shares121,839 from 121,978
Change-139 (0%)
Value$13.1M (-$1.2M)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares121,558 from 118,361
Change+3,197 (+3%)
Value$13.1M (-$819.4K)
Filed 2026-10-23
Plato Investment Management Ltd
NEW
Shares121,541
Change+121,541
Value$13.1M
Filed 2026-11-05
SVB Wealth LLC
DECREASED
Shares121,454 from 129,432
Change-7,978 (-6%)
Value$13.1M (-$2.1M)
Filed 2026-11-06
Central Trust Co
DECREASED
Shares121,195 from 122,556
Change-1,361 (-1%)
Value$13.0M (-$1.4M)
Filed 2026-11-05
Goelzer Investment Management, Inc.
DECREASED
Shares120,886 from 123,289
Change-2,403 (-2%)
Value$13.0M (-$1.5M)
Filed 2026-10-16
Quadrant Capital Group LLC
INCREASED
Shares120,617 from 119,140
Change+1,477 (+1%)
Value$13.9M (-$114.8K)
Filed 2026-10-20
Trust Co of Toledo NA
DECREASED
Shares120,183 from 121,115
Change-932 (-1%)
Value$12.9M (-$1.3M)
Filed 2026-10-16
Jackson Square Capital, LLC
DECREASED
Shares120,083 from 126,470
Change-6,387 (-5%)
Value$12.9M (-$1.9M)
Filed 2026-10-19
Premier Fund Managers Ltd
INCREASED
Shares119,971 from 58,126
Change+61,845 (+106%)
Value$12.8M (+$6.0M)
Filed 2026-11-02
Douglas Lane & Associates, LLC
DECREASED
Shares119,831 from 127,304
Change-7,473 (-6%)
Value$12.9M (-$2.1M)
Filed 2026-10-09
Nordwand Advisors, LLC
DECREASED
Shares119,723 from 120,505
Change-782 (-1%)
Value$12.9M (-$1.3M)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares119,652 from 120,379
Change-727 (-1%)
Value$12.9M (-$1.3M)
Filed 2026-11-03
Alpha Omega Wealth Management LLC
DECREASED
Shares119,378 from 120,761
Change-1,383 (-1%)
Value$12.8M (-$1.3M)
Filed 2026-10-23
Fusion Capital, LLC
INCREASED
Shares119,093 from 118,746
Change+347 (+0%)
Value$12.8M (-$1.1M)
Filed 2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares119,020 from 118,849
Change+171 (+0%)
Value$12.8M (-$1.1M)
Filed 2026-10-22
Courier Capital LLC
DECREASED
Shares118,847 from 122,287
Change-3,440 (-3%)
Value$12.8M (-$1.6M)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares118,564 from 109,237
Change+9,327 (+9%)
Value$12.8M (-$69.9K)
Filed 2026-10-16
Inlet Private Wealth, LLC
DECREASED
Shares118,332 from 118,364
Change-32 (0%)
Value$12.7M (-$1.2M)
Filed 2026-10-21
Nkcfo LLC
UNCHANGED
Shares117,850 from 117,850
Change0 (0%)
Value$12.7M (-$1.2M)
Filed 2026-11-04
Burney Co/
DECREASED
Shares117,239 from 122,477
Change-5,238 (-4%)
Value$12.6M (-$1.8M)
Filed 2026-10-15
Telos Capital Management, Inc.
DECREASED
Shares116,896 from 119,153
Change-2,257 (-2%)
Value$12.6M (-$1.4M)
Filed 2026-11-02
Procyon Advisors, LLC
INCREASED
Shares116,268 from 113,347
Change+2,921 (+3%)
Value$12.5M (-$799.8K)
Filed 2026-10-21
Penobscot Investment Management Company, Inc.
INCREASED
Shares115,812 from 115,738
Change+74 (+0%)
Value$12.5M (-$1.1M)
Filed 2026-10-26
Greatmark Investment Partners, Inc.
DECREASED
Shares115,600 from 117,886
Change-2,286 (-2%)
Value$12.4M (-$1.4M)
Filed 2026-10-28
Triglav Investments, D.O.O.
DECREASED
Shares114,940 from 125,200
Change-10,260 (-8%)
Value$12.4M (-$2.3M)
Filed 2026-11-06
Levin Capital Strategies, L.P.
DECREASED
Shares114,857 from 130,540
Change-15,683 (-12%)
Value$12.4M (-$3.0M)
Filed 2026-11-02
Patten & Patten Inc
INCREASED
Shares114,791 from 112,543
Change+2,248 (+2%)
Value$12.4M (-$864.3K)
Filed 2026-10-26
Hunter Associates Investment Management LLC
DECREASED
Shares113,453 from 116,413
Change-2,960 (-3%)
Value$12.2M (-$1.5M)
Filed 2026-10-26
Smith Chas P & Associates PA Cpas
DECREASED
Shares113,259 from 116,451
Change-3,192 (-3%)
Value$12.2M (-$1.5M)
Filed 2026-10-22
Clean Yield Group
INCREASED
Shares112,670 from 112,661
Change+9 (+0%)
Value$12.1M (-$1.1M)
Filed 2026-10-28
Contravisory Investment Management, Inc.
DECREASED
Shares112,161 from 113,244
Change-1,083 (-1%)
Value$12.1M (-$1.2M)
Filed 2026-10-13
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares110,890 from 111,793
Change-903 (-1%)
Value$11.9M (-$1.2M)
Filed 2026-10-23
CWA Asset Management Group, LLC
DECREASED
Shares109,787 from 110,411
Change-624 (-1%)
Value$11.8M (-$1.2M)
Filed 2026-10-19
Community Bank & Trust, Waco, Texas
INCREASED
Shares109,157 from 101,576
Change+7,581 (+7%)
Value$11.7M (-$182.0K)
Filed 2026-10-19
Somerset Trust Co
DECREASED
Shares108,162 from 110,671
Change-2,509 (-2%)
Value$11.6M (-$1.4M)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
INCREASED
Shares108,139 from 108,123
Change+16 (+0%)
Value$11.6M (-$1.1M)
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED
Shares108,081 from 106,301
Change+1,780 (+2%)
Value$11.6M (-$853.4K)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares107,947 from 103,062
Change+4,885 (+5%)
Value$12.4M (+$208.8K)
Filed 2026-10-13
Annex Advisory Services, LLC
INCREASED
Shares106,757 from 41,457
Change+65,300 (+158%)
Value$11.5M (+$6.6M)
Filed 2026-10-16
Hamilton Point Investment Advisors, LLC
INCREASED
Shares106,171 from 105,044
Change+1,127 (+1%)
Value$11.4M (-$911.3K)
Filed 2026-11-03
Frank, Rimerman Advisors LLC
DECREASED
Shares106,094 from 106,585
Change-491 (0%)
Value$11.4M (-$1.1M)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares105,599 from 132,294
Change-26,695 (-20%)
Value$11.4M (-$4.2M)
Filed 2026-10-22
Hourglass Capital, LLC
DECREASED
Shares105,571 from 122,460
Change-16,889 (-14%)
Value$11.4M (-$3.0M)
Filed 2026-10-26
Addenda Capital Inc.
UNCHANGED
Shares105,400 from 105,400
Change0 (0%)
Value$11.4M (-$1.0M)
Filed 2026-10-13
Cornerstone Advisors, LLC
UNCHANGED
Shares105,095 from 105,095
Change0 (0%)
Value$11.3M (-$1.0M)
Filed 2026-11-06
Old National Bancorp
DECREASED
Shares104,985 from 113,058
Change-8,073 (-7%)
Value$11.3M (-$2.0M)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares104,880 from 118,543
Change-13,663 (-12%)
Value$11.3M (-$2.6M)
Filed 2026-10-23
Mcrae Capital Management Inc
INCREASED
Shares104,873 from 104,658
Change+215 (+0%)
Value$11.3M (-$1.0M)
Filed 2026-10-15
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares103,468 from 109,491
Change-6,023 (-5%)
Value$11.1M (-$1.7M)
Filed 2026-10-30
Securian Asset Management, Inc
DECREASED
Shares102,381 from 104,961
Change-2,580 (-2%)
Value$11.0M (-$730.1K)
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares102,156 from 108,667
Change-6,511 (-6%)
Value$11.0M (-$1.8M)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares102,092 from 95,826
Change+6,266 (+7%)
Value$11.0M (-$267.5K)
Filed 2026-10-23
Venture Visionary Partners LLC
DECREASED
Shares100,507 from 101,632
Change-1,125 (-1%)
Value$10.8M (-$1.1M)
Filed 2026-10-07
Bourne Lent Asset Management Inc
DECREASED
Shares99,777 from 101,319
Change-1,542 (-2%)
Value$10.7M (-$1.2M)
Filed 2026-11-05
Kimelman & Baird, LLC
INCREASED
Shares99,641 from 98,022
Change+1,619 (+2%)
Value$10.7M (-$789.3K)
Filed 2026-11-03
Global X Japan Co., Ltd.
DECREASED
Shares99,561 from 117,975
Change-18,414 (-16%)
Value$10.7M (-$3.1M)
Filed 2026-10-21
Level Four Advisory Services, LLC
INCREASED
Shares99,507 from 98,480
Change+1,027 (+1%)
Value$10.7M (-$858.1K)
Filed 2026-11-06
Kesler, Norman & Wride, LLC
DECREASED
Shares99,403 from 100,867
Change-1,464 (-1%)
Value$10.7M (-$1.1M)
Filed 2026-11-06
Jacobi Capital Management LLC
DECREASED
Shares98,672 from 100,004
Change-1,332 (-1%)
Value$10.6M (-$1.1M)
Filed 2026-11-05
Mattern Capital Management, LLC
DECREASED
Shares98,597 from 106,058
Change-7,461 (-7%)
Value$10.6M (-$1.8M)
Filed 2026-11-02
Florida Trust Wealth Management Co
DECREASED
Shares98,503 from 99,975
Change-1,472 (-1%)
Value$10.6M (-$1.1M)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares98,060 from 99,224
Change-1,164 (-1%)
Value$10.6M (-$1.1M)
Filed 2026-11-05
Praxis Investment Management Inc
UNCHANGED
Shares98,040 from 98,040
Change0 (0%)
Value$10.6M (-$964.0K)
Filed 2026-11-03
Nicholas Company, Inc.
INCREASED
Shares97,335 from 97,295
Change+40 (+0%)
Value$10.5M (-$952.1K)
Filed 2026-11-05
Fulton Bank, N.A.
DECREASED
Shares97,170 from 112,619
Change-15,449 (-14%)
Value$10.5M (-$2.8M)
Filed 2026-10-14
KCM Investment Advisors LLC
DECREASED
Shares96,800 from 97,064
Change-264 (0%)
Value$10.4M (-$982.5K)
Filed 2026-10-27
Silver Lake Advisory, LLC
INCREASED
Shares95,375 from 95,213
Change+162 (+0%)
Value$10.3M (-$918.5K)
Filed 2026-10-22
Stolper Co
INCREASED
Shares94,406 from 93,845
Change+561 (+1%)
Value$10.2M (-$862.0K)
Filed 2026-10-13
First American Bank
INCREASED
Shares94,346 from 93,823
Change+523 (+1%)
Value$10.2M (-$866.0K)
Filed 2026-10-27
Asset Planning Services Inc
DECREASED
Shares93,942 from 95,697
Change-1,755 (-2%)
Value$10.1M (-$1.1M)
Filed 2026-10-15
Synergy Asset Management, LLC
DECREASED
Shares93,735 from 94,153
Change-418 (0%)
Value$10.1M (-$970.5K)
Filed 2026-11-05
GAM Holding AG
DECREASED
Shares93,584 from 120,677
Change-27,093 (-22%)
Value$10.1M (-$4.1M)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares93,493 from 68,204
Change+25,289 (+37%)
Value$10.1M (+$2.1M)
Filed 2026-10-28
Ellsworth Advisors, LLC
INCREASED
Shares93,390 from 93,029
Change+361 (+0%)
Value$10.1M (-$346.3K)
Filed 2026-10-15
Moors & Cabot, Inc.
INCREASED
Shares92,823 from 87,082
Change+5,741 (+7%)
Value$10.0M (-$238.2K)
Filed 2026-11-06
Advocate Group LLC
DECREASED
Shares91,733 from 133,940
Change-42,207 (-32%)
Value$9.9M (-$5.9M)
Filed 2026-10-19
Laurel Wealth Advisors LLC
DECREASED
Shares91,100 from 94,554
Change-3,454 (-4%)
Value$9.8M (-$1.3M)
Filed 2026-10-27
Diversified Trust Co
INCREASED
Shares91,062 from 83,877
Change+7,185 (+9%)
Value$9.8M (-$51.2K)
Filed 2026-11-06
Brighton Jones LLC
DECREASED
Shares90,313 from 91,074
Change-761 (-1%)
Value$9.7M (-$977.2K)
Filed 2026-11-03
Culbertson A N & Co Inc
DECREASED
Shares89,576 from 90,244
Change-668 (-1%)
Value$9.6M (-$959.0K)
Filed 2026-10-21
North Star Investment Management Corp.
INCREASED
Shares89,463 from 89,044
Change+419 (+0%)
Value$9.6M (-$830.2K)
Filed 2026-10-27
StoneX Group Inc.
INCREASED
Shares88,857 from 83,516
Change+5,341 (+6%)
Value$9.6M (-$222.1K)
Filed 2026-11-03
NewSquare Capital LLC
INCREASED
Shares88,582 from 85,136
Change+3,446 (+4%)
Value$9.5M (-$466.0K)
Filed 2026-11-06
Fagan Associates, Inc.
INCREASED
Shares88,456 from 88,214
Change+242 (+0%)
Value$9.5M (-$841.1K)
Filed 2026-10-13
Bonness Enterprises Inc
UNCHANGED
Shares88,400 from 88,400
Change0 (0%)
Value$9.5M (-$869.0K)
Filed 2026-10-08
Convergence Investment Partners, LLC
DECREASED
Shares87,576 from 132,636
Change-45,060 (-34%)
Value$9.4M (-$6.2M)
Filed 2026-10-28
Towne Trust Company, N.a
DECREASED
Shares86,816 from 101,713
Change-14,897 (-15%)
Value$9.3M (-$2.6M)
Filed 2026-10-28
Capital Asset Advisory Services LLC
INCREASED
Shares86,366 from 67,816
Change+18,550 (+27%)
Value$9.1M (+$1.1M)
Filed 2026-10-30
Lockheed Martin Investment Management Co
DECREASED
Shares85,800 from 125,210
Change-39,410 (-31%)
Value$9.2M (-$5.5M)
Filed 2026-11-04
Advisors Management Group Inc
DECREASED
Shares85,648 from 86,380
Change-732 (-1%)
Value$9.2M (-$928.0K)
Filed 2026-11-05
NTV Asset Management LLC
INCREASED
Shares84,951 from 76,696
Change+8,255 (+11%)
Value$9.1M (+$134.6K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares84,709 from 83,431
Change+1,278 (+2%)
Value$9.1M (-$682.6K)
Filed 2026-10-23
Lmcg Investments, LLC
DECREASED
Shares84,601 from 84,784
Change-183 (0%)
Value$9.1M (-$853.1K)
Filed 2026-10-21
BAR Harbor Wealth Management
DECREASED
Shares84,230 from 86,171
Change-1,941 (-2%)
Value$9.1M (-$1.1M)
Filed 2026-10-21
Columbia Asset Management
DECREASED
Shares83,980 from 86,092
Change-2,112 (-2%)
Value$9.0M (-$1.1M)
Filed 2026-10-19
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares83,956 from 83,981
Change-25 (0%)
Value$9.0M (-$828.2K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares83,795 from 63,160
Change+20,635 (+33%)
Value$9.0M (+$1.6M)
Filed 2026-11-03
Martin Capital Partners, LLC
DECREASED
Shares83,187 from 85,898
Change-2,711 (-3%)
Value$9.0M (-$1.1M)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
INCREASED
Shares82,802 from 80,771
Change+2,031 (+3%)
Value$8.9M (-$575.4K)
Filed 2026-11-05
TrueMark Investments, LLC
NEW
Shares82,769
Change+82,769
Value$8.9M
Filed 2026-11-05
Canandaigua National Bank & Trust Co
DECREASED
Shares82,380 from 85,810
Change-3,430 (-4%)
Value$8.9M (-$1.2M)
Filed 2026-10-07
Curbstone Financial Management Corp
DECREASED
Shares82,370 from 83,994
Change-1,624 (-2%)
Value$8.9M (-$1.0M)
Filed 2026-10-21
Hennessy Advisors Inc
DECREASED
Shares81,700 from 85,400
Change-3,700 (-4%)
Value$8.8M (-$1.2M)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares81,640 from 98,538
Change-16,898 (-17%)
Value$8.8M (-$2.8M)
Filed 2026-10-13
AIA Group Ltd
INCREASED
Shares81,563 from 77,923
Change+3,640 (+5%)
Value$8.8M (-$374.2K)
Filed 2026-10-30
Rossmore Private Capital
INCREASED
Shares81,126 from 80,726
Change+400 (+1%)
Value$8.7M (-$750.5K)
Filed 2026-10-27
Nilsine Partners, LLC
DECREASED
Shares80,978 from 83,161
Change-2,183 (-3%)
Value$8.7M (-$1.1M)
Filed 2026-11-02
RPG Investment Advisory, LLC
DECREASED
Shares80,799 from 141,785
Change-60,986 (-43%)
Value$8.7M (-$8.0M)
Filed 2026-10-21
CMG Global Holdings, LLC
INCREASED
Shares80,535 from 75,571
Change+4,964 (+7%)
Value$8.7M (-$208.7K)
Filed 2026-10-14
O'Brien Greene & Co. Inc
DECREASED
Shares80,250 from 82,155
Change-1,905 (-2%)
Value$8.6M (-$1.0M)
Filed 2026-11-05
Cullinan Associates Inc
DECREASED
Shares80,147 from 97,679
Change-17,532 (-18%)
Value$8.6M (-$2.8M)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares79,994 from 78,955
Change+1,039 (+1%)
Value$8.6M (-$664.3K)
Filed 2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares79,606 from 149,046
Change-69,440 (-47%)
Value$8.6M (-$8.9M)
Filed 2026-10-22
Orca Wealth Management, LLC
DECREASED
Shares79,510 from 79,775
Change-265 (0%)
Value$8.6M (-$812.8K)
Filed 2026-10-14
Brady Family Wealth, LLC
DECREASED
Shares79,310 from 85,049
Change-5,739 (-7%)
Value$8.5M (-$1.5M)
Filed 2026-11-02
Prentiss Smith & Co Inc
DECREASED
Shares79,162 from 81,426
Change-2,264 (-3%)
Value$8.5M (-$1.0M)
Filed 2026-10-27
Simplex Trading, LLC
NEW
Shares78,688
Change+78,688
Value$8.5M
Filed 2026-11-04
LEE Danner & Bass Inc
DECREASED
Shares78,596 from 79,392
Change-796 (-1%)
Value$8.5M (-$866.1K)
Filed 2026-10-27
Orange Investment Advisors, Inc.
DECREASED
Shares78,205 from 78,777
Change-572 (-1%)
Value$8.4M (-$835.9K)
Filed 2026-10-23
Greenwood Capital Associates LLC
INCREASED
Shares77,952 from 69,238
Change+8,714 (+13%)
Value$8.4M (+$257.3K)
Filed 2026-10-27
Jacobs & Co
INCREASED
Shares77,874 from 77,724
Change+150 (+0%)
Value$8.4M (-$748.0K)
Filed 2026-10-09
Resonant Capital Advisors, LLC
DECREASED
Shares77,766 from 79,264
Change-1,498 (-2%)
Value$8.4M (-$940.4K)
Filed 2026-10-15
Kathmere Capital Management, LLC
DECREASED
Shares77,522 from 77,704
Change-182 (0%)
Value$8.3M (-$783.5K)
Filed 2026-10-20
Tema Etfs LLC
DECREASED
Shares77,424 from 85,868
Change-8,444 (-10%)
Value$8.3M (-$1.8M)
Filed 2026-10-16
Oliver Luxxe Assets LLC
DECREASED
Shares77,342 from 77,778
Change-436 (-1%)
Value$8.3M (-$811.5K)
Filed 2026-10-14
KMG Fiduciary Partners, LLC
DECREASED
Shares77,267 from 87,853
Change-10,586 (-12%)
Value$8.3M (-$2.0M)
Filed 2026-10-14
Cypress Capital Group
DECREASED
Shares77,222 from 81,491
Change-4,269 (-5%)
Value$8.3M (-$1.3M)
Filed 2026-11-03
Matthew Goff Investment Advisor, LLC
DECREASED
Shares76,713 from 78,522
Change-1,809 (-2%)
Value$8.3M (-$966.6K)
Filed 2026-10-13
LS Investment Advisors, LLC
DECREASED
Shares76,324 from 78,989
Change-2,665 (-3%)
Value$8.2M (-$1.1M)
Filed 2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED
Shares76,192 from 75,135
Change+1,057 (+1%)
Value$8.2M (-$624.8K)
Filed 2026-10-19
Argyle Capital Management, LLC
DECREASED
Shares76,184 from 77,244
Change-1,060 (-1%)
Value$8.2M (-$873.4K)
Filed 2026-10-28
Gilman Hill Asset Management, LLC
INCREASED
Shares76,088 from 75,323
Change+765 (+1%)
Value$8.2M (-$658.0K)
Filed 2026-10-13
Evanson Financial, LLC
INCREASED
Shares75,727 from 75,627
Change+100 (+0%)
Value$8.2M (-$732.6K)
Filed 2026-10-23
Archford Capital Strategies, LLC
INCREASED
Shares75,543 from 72,260
Change+3,283 (+5%)
Value$8.1M (-$356.9K)
Filed 2026-10-19
Builder Investment Group Inc
DECREASED
Shares75,444 from 76,629
Change-1,185 (-2%)
Value$8.1M (-$880.8K)
Filed 2026-10-22
Integrated Advisors Network LLC
INCREASED
Shares75,223 from 68,701
Change+6,522 (+9%)
Value$8.1M (+$26.6K)
Filed 2026-10-20
TD Private Client Wealth LLC
DECREASED
Shares74,687 from 84,442
Change-9,755 (-12%)
Value$8.0M (-$1.9M)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares74,375 from 54,110
Change+20,265 (+37%)
Value$8.5M (+$2.0M)
Filed 2026-10-09
Cutler Investment Counsel LLC
DECREASED
Shares74,303 from 76,816
Change-2,513 (-3%)
Value$8.0M (-$1.0M)
Filed 2026-10-28
Advisory Resource Group
DECREASED
Shares74,073 from 87,593
Change-13,520 (-15%)
Value$8.0M (-$2.3M)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED
Shares73,980 from 73,969
Change+11 (+0%)
Value$8.0M (-$726.0K)
Filed 2026-10-08
Violich Capital Management, Inc.
INCREASED
Shares73,935 from 73,435
Change+500 (+1%)
Value$8.0M (-$668.1K)
Filed 2026-10-05
Caldwell Trust Co
INCREASED
Shares73,721 from 73,094
Change+627 (+1%)
Value$7.9M (-$651.0K)
Filed 2026-10-30
Hudson Capital Management LLC
DECREASED
Shares73,702 from 83,697
Change-9,995 (-12%)
Value$7.9M (-$1.9M)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares73,357 from 72,648
Change+709 (+1%)
Value$7.9M (-$637.8K)
Filed 2026-11-05
Argonautica Private Wealth Management, Inc
DECREASED
Shares73,118 from 78,565
Change-5,447 (-7%)
Value$7.9M (-$1.4M)
Filed 2026-11-02
Pathway Financial Advisers, LLC
DECREASED
Shares72,995 from 81,319
Change-8,324 (-10%)
Value$7.9M (-$1.7M)
Filed 2026-10-27
Mather Group, Llc.
DECREASED
Shares72,756 from 73,859
Change-1,103 (-1%)
Value$7.8M (-$844.7K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares72,682 from 110,868
Change-38,186 (-34%)
Value$7.8M (-$5.2M)
Filed 2026-10-15
111 Capital
INCREASED
Shares72,522 from 49,969
Change+22,553 (+45%)
Value$7.8M (+$1.9M)
Filed 2026-11-03
Independent Solutions Wealth Management, LLC
DECREASED
Shares72,043 from 72,609
Change-566 (-1%)
Value$7.8M (-$774.7K)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED
Shares71,801 from 70,836
Change+965 (+1%)
Value$7.7M (-$592.4K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares71,103 from 72,874
Change-1,771 (-2%)
Value$7.7M (-$906.9K)
Filed 2026-10-08
Norden Group LLC
DECREASED
Shares70,530 from 77,156
Change-6,626 (-9%)
Value$7.6M (-$1.5M)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares70,431 from 80,402
Change-9,971 (-12%)
Value$7.6M (-$1.9M)
Filed 2026-10-13
First Pacific Financial
DECREASED
Shares70,328 from 75,316
Change-4,988 (-7%)
Value$7.6M (-$1.3M)
Filed 2026-10-14
LaFleur & Godfrey LLC
DECREASED
Shares70,327 from 73,103
Change-2,776 (-4%)
Value$7.6M (-$1.0M)
Filed 2026-10-27
Victrix Investment Advisors
INCREASED
Shares70,111 from 70,063
Change+48 (+0%)
Value$7.5M (-$683.5K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares69,669 from 71,271
Change-1,602 (-2%)
Value$7.5M (-$873.0K)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares69,270 from 75,924
Change-6,654 (-9%)
Value$7.5M (-$1.5M)
Filed 2026-10-08
Money Concepts Capital Corp
DECREASED
Shares69,217 from 72,265
Change-3,048 (-4%)
Value$7.4M (-$1.0M)
Filed 2026-11-06
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares68,913 from 68,613
Change+300 (+0%)
Value$7.4M (-$642.2K)
Filed 2026-10-14
Virginia Wealth Management Group, Inc.
DECREASED
Shares68,657 from 68,888
Change-231 (0%)
Value$7.4M (-$702.0K)
Filed 2026-10-14
Embree Financial Group
DECREASED
Shares68,263 from 68,478
Change-215 (0%)
Value$7.3M (-$696.2K)
Filed 2026-10-22
Uncommon Cents Investing Inc
INCREASED
Shares68,247 from 67,854
Change+393 (+1%)
Value$7.3M (-$624.7K)
Filed 2026-10-20
Ibex Wealth Advisors
DECREASED
Shares67,840 from 68,302
Change-462 (-1%)
Value$7.3M (-$721.1K)
Filed 2026-11-06
Loudon Investment Management, LLC
DECREASED
Shares67,741 from 69,470
Change-1,729 (-2%)
Value$7.3M (-$869.0K)
Filed 2026-11-06
Parcion Private Wealth LLC
INCREASED
Shares67,503 from 11,955
Change+55,548 (+465%)
Value$7.3M (+$5.9M)
Filed 2026-10-28
Morguard Lincluden Global Investments Ltd
DECREASED
Shares67,454 from 69,320
Change-1,866 (-3%)
Value$7.3M (-$882.0K)
Filed 2026-10-28
Stablepoint Partners, LLC
DECREASED
Shares67,255 from 84,673
Change-17,418 (-21%)
Value$7.2M (-$2.7M)
Filed 2026-11-03
Alkeme Wealth, LLC
DECREASED
Shares67,116 from 67,618
Change-502 (-1%)
Value$7.2M (-$718.7K)
Filed 2026-10-08
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares67,012 from 60,272
Change+6,740 (+11%)
Value$7.2M (+$132.9K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares66,938 from 68,936
Change-1,998 (-3%)
Value$7.2M (-$892.7K)
Filed 2026-10-29
Verdence Capital Advisors LLC
INCREASED
Shares66,908 from 55,024
Change+11,884 (+22%)
Value$7.2M (+$738.2K)
Filed 2026-10-26
RED Cedar Investment Management, LLC
UNCHANGED
Shares66,531 from 66,531
Change0 (0%)
Value$7.2M (-$654.0K)
Filed 2026-11-04
Wilkins Investment Counsel Inc
DECREASED
Shares66,210 from 66,835
Change-625 (-1%)
Value$7.1M (-$724.3K)
Filed 2026-11-03
Inspire Trust Co, N.A.
DECREASED
Shares66,000 from 74,000
Change-8,000 (-11%)
Value$7.1M (-$1.6M)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares65,770 from 61,969
Change+3,801 (+6%)
Value$7.1M (-$200.1K)
Filed 2026-10-22
Scott & Selber, Inc.
DECREASED
Shares65,755 from 65,771
Change-16 (0%)
Value$7.1M (-$648.2K)
Filed 2026-10-21
Equitable Trust Co
INCREASED
Shares65,738 from 65,422
Change+316 (+0%)
Value$7.1M (-$609.1K)
Filed 2026-10-13
City Holding Co
INCREASED
Shares65,457 from 52,435
Change+13,022 (+25%)
Value$7.0M (+$886.1K)
Filed 2026-10-19
Searle & Co.
UNCHANGED
Shares65,423 from 65,423
Change0 (0%)
Value$7.0M (-$643.1K)
Filed 2026-11-04
Stonebridge Financial Group, LLC
DECREASED
Shares65,406 from 66,680
Change-1,274 (-2%)
Value$7.0M (-$792.6K)
Filed 2026-10-01
Forza Wealth Management, LLC
INCREASED
Shares65,215 from 64,217
Change+998 (+2%)
Value$7.0M (-$523.8K)
Filed 2026-10-20
OAK Ridge Investments LLC
DECREASED
Shares64,583 from 66,830
Change-2,247 (-3%)
Value$7.0M (-$898.8K)
Filed 2026-10-30
Signet Investment Advisory Group, Inc.
DECREASED
Shares64,565 from 66,211
Change-1,646 (-2%)
Value$6.9M (-$828.0K)
Filed 2026-10-30
Uhlmann Price Securities, LLC
DECREASED
Shares64,429 from 71,519
Change-7,090 (-10%)
Value$6.9M (-$1.5M)
Filed 2026-11-03
Icici Prudential Asset Management Co Ltd
DECREASED
Shares64,322 from 65,180
Change-858 (-1%)
Value$6.9M (-$733.1K)
Filed 2026-11-06
Carolina Wealth Advisors, LLC
INCREASED
Shares63,676 from 62,864
Change+812 (+1%)
Value$6.9M (-$530.6K)
Filed 2026-10-23
Financial Security Advisor, Inc.
DECREASED
Shares63,544 from 66,055
Change-2,511 (-4%)
Value$6.8M (-$919.6K)
Filed 2026-11-03
First Merchants Corp
DECREASED
Shares63,409 from 63,695
Change-286 (0%)
Value$6.8M (-$656.9K)
Filed 2026-10-15
Royal Fund Management, LLC
DECREASED
Shares63,134 from 63,956
Change-822 (-1%)
Value$6.8M (-$717.2K)
Filed 2026-10-22
SS&H Financial Advisors, Inc.
DECREASED
Shares63,016 from 65,016
Change-2,000 (-3%)
Value$6.8M (-$855.0K)
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares62,808 from 68,564
Change-5,756 (-8%)
Value$6.8M (-$1.3M)
Filed 2026-10-13
Petredis Investment Advisors LLC
INCREASED
Shares62,778 from 62,621
Change+157 (+0%)
Value$6.8M (-$598.7K)
Filed 2026-10-20
Chicago Capital, LLC
INCREASED
Shares62,711 from 38,393
Change+24,318 (+63%)
Value$6.7M (+$2.2M)
Filed 2026-10-13
Bill Few Associates, Inc.
DECREASED
Shares62,661 from 63,461
Change-800 (-1%)
Value$6.7M (-$710.0K)
Filed 2026-10-09
Jamison Private Wealth Management, Inc.
INCREASED
Shares62,548 from 61,474
Change+1,074 (+2%)
Value$6.7M (-$488.7K)
Filed 2026-10-14
Patten Group, Inc.
DECREASED
Shares62,512 from 64,190
Change-1,678 (-3%)
Value$6.7M (-$811.6K)
Filed 2026-10-26
Chicago Trust Co NA
INCREASED
Shares62,491 from 54,766
Change+7,725 (+14%)
Value$6.7M (+$293.1K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
DECREASED
Shares62,104 from 74,243
Change-12,139 (-16%)
Value$6.7M (-$2.0M)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares62,003 from 61,793
Change+210 (+0%)
Value$6.7M (-$584.8K)
Filed 2026-10-20
Roberts Wealth Advisors, LLC
INCREASED
Shares61,714 from 58,264
Change+3,450 (+6%)
Value$6.6M (-$201.4K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED
Shares61,455 from 42,479
Change+18,976 (+45%)
Value$6.6M (+$1.6M)
Filed 2026-10-13
DLK Investment Management, LLC
DECREASED
Shares61,369 from 66,708
Change-5,339 (-8%)
Value$6.6M (+$3.4M)
Filed 2026-10-09
Birch Capital Management, LLC
DECREASED
Shares61,069 from 61,225
Change-156 (0%)
Value$6.6M (-$618.6K)
Filed 2026-10-27
Brown Miller Wealth Management, LLC
DECREASED
Shares60,885 from 61,321
Change-436 (-1%)
Value$6.6M (-$649.7K)
Filed 2026-11-02
Butensky & Cohen Financial Security, Inc
DECREASED
Shares60,726 from 62,823
Change-2,097 (-3%)
Value$6.5M (-$843.3K)
Filed 2026-10-13
Ashurst Perkins Coie Trust Co
DECREASED
Shares60,676 from 63,425
Change-2,749 (-4%)
Value$6.5M (-$919.3K)
Filed 2026-10-15
Beacon Bank & Trust
DECREASED
Shares60,629 from 69,121
Change-8,492 (-12%)
Value$6.5M (-$1.6M)
Filed 2026-10-27
Chatham Capital Group, Inc.
DECREASED
Shares60,320 from 65,727
Change-5,407 (-8%)
Value$6.5M (-$1.2M)
Filed 2026-10-16
Rayburn West Financial Services LLC
INCREASED
Shares60,294 from 59,949
Change+345 (+1%)
Value$6.5M (-$552.2K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares60,284 from 56,818
Change+3,466 (+6%)
Value$6.5M (-$185.5K)
Filed 2026-10-23
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares60,027 from 62,027
Change-2,000 (-3%)
Value$7.0M (-$23.2K)
Filed 2026-10-19
Bright Rock Capital Management, LLC
NEW
Shares60,000
Change+60,000
Value$6.5M
Filed 2026-10-05
Greystone Financial Group, LLC
DECREASED
Shares59,798 from 61,118
Change-1,320 (-2%)
Value$6.4M (-$742.8K)
Filed 2026-10-26
Bdf-Gestion
DECREASED
Shares59,716 from 67,289
Change-7,573 (-11%)
Value$6.4M (+$3.6M)
Filed 2026-10-19
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares59,131 from 58,021
Change+1,110 (+2%)
Value$6.4M (-$450.9K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares58,830 from 167,839
Change-109,009 (-65%)
Value$6.3M (-$13.4M)
Filed 2026-10-21
Aaron Wealth Advisors LLC
DECREASED
Shares57,843 from 64,869
Change-7,026 (-11%)
Value$6.2M (-$1.4M)
Filed 2026-10-13
AMG National Trust Bank
INCREASED
Shares57,808 from 57,683
Change+125 (+0%)
Value$6.2M (-$553.6K)
Filed 2026-11-05
Old Port Advisors
DECREASED
Shares57,730 from 58,103
Change-373 (-1%)
Value$6.2M (-$611.3K)
Filed 2026-10-23
Cohen Investment Advisors LLC
DECREASED
Shares57,712 from 57,903
Change-191 (0%)
Value$6.2M (-$589.7K)
Filed 2026-10-20
Integrity Alliance, Llc.
DECREASED
Shares57,374 from 67,927
Change-10,553 (-16%)
Value$6.2M (-$1.8M)
Filed 2026-10-29
3Chopt Investment Partners, LLC
INCREASED
Shares57,312 from 55,459
Change+1,853 (+3%)
Value$6.2M (-$345.7K)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED
Shares56,967 from 49,729
Change+7,238 (+15%)
Value$6.1M (+$290.2K)
Filed 2026-10-21
SevenBridge Financial Group, LLC
DECREASED
Shares56,508 from 58,705
Change-2,197 (-4%)
Value$6.0M (-$1.1M)
Filed 2026-10-26
Compass Wealth Management LLC
DECREASED
Shares55,847 from 61,237
Change-5,390 (-9%)
Value$6.0M (-$1.2M)
Filed 2026-10-22
CPC Advisors, LLC
DECREASED
Shares55,790 from 64,077
Change-8,287 (-13%)
Value$6.0M (-$1.5M)
Filed 2026-10-21
HBK Sorce Advisory LLC
INCREASED
Shares55,315 from 55,221
Change+94 (+0%)
Value$5.3M (-$1.4M)
Filed 2026-11-06
West Branch Capital LLC
INCREASED
Shares55,190 from 54,275
Change+915 (+2%)
Value$5.9M (-$435.1K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
DECREASED
Shares55,003 from 55,605
Change-602 (-1%)
Value$5.9M (-$611.3K)
Filed 2026-10-26
Carnegie Lake Advisors LLC
UNCHANGED
Shares54,789 from 54,789
Change0 (0%)
Value$5.9M (-$538.6K)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares54,771 from 43,176
Change+11,595 (+27%)
Value$5.9M (+$823.5K)
Filed 2026-10-14
Agate Pass Investment Management, LLC
DECREASED
Shares54,675 from 56,819
Change-2,144 (-4%)
Value$5.9M (-$789.3K)
Filed 2026-10-20
Ticino Wealth
INCREASED
Shares54,557 from 54,252
Change+305 (+1%)
Value$5.9M (-$500.5K)
Filed 2026-10-13
Deseret Mutual Benefit Administrators
DECREASED
Shares54,464 from 58,941
Change-4,477 (-8%)
Value$5.9M (-$1.1M)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares54,317 from 55,832
Change-1,515 (-3%)
Value$5.8M (-$711.9K)
Filed 2026-10-23
Jeppson Wealth Management, LLC
DECREASED
Shares54,252 from 55,919
Change-1,667 (-3%)
Value$5.8M (-$729.1K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
DECREASED
Shares54,012 from 54,397
Change-385 (-1%)
Value$5.8M (-$576.1K)
Filed 2026-10-28
Hanson & Doremus Investment Management
DECREASED
Shares53,610 from 53,752
Change-142 (0%)
Value$5.8M (-$544.0K)
Filed 2026-10-16
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares53,565 from 54,772
Change-1,207 (-2%)
Value$5.8M (-$668.3K)
Filed 2026-10-19
Chemung Canal Trust Co
INCREASED
Shares52,683 from 51,046
Change+1,637 (+3%)
Value$5.7M (-$325.6K)
Filed 2026-11-04
Northeast Investment Management
DECREASED
Shares52,602 from 52,756
Change-154 (0%)
Value$5.7M (-$535.2K)
Filed 2026-10-30
Shoker Investment Counsel, Inc.
DECREASED
Shares52,512 from 53,890
Change-1,378 (-3%)
Value$5.7M (-$678.0K)
Filed 2026-11-04
Quintet Private Bank (Europe) S.A.
DECREASED
Shares52,207 from 120,081
Change-67,874 (-57%)
Value$5.6M (-$8.5M)
Filed 2026-10-08
Triasima Portfolio Management inc.
DECREASED
Shares51,919 from 61,389
Change-9,470 (-15%)
Value$5.6M (-$1.6M)
Filed 2026-10-15
Chilton Capital Management LLC
INCREASED
Shares51,868 from 15,935
Change+35,933 (+226%)
Value$5.6M (+$3.7M)
Filed 2026-10-28
Paradigm Asset Management Co LLC
DECREASED
Shares51,800 from 56,600
Change-4,800 (-8%)
Value$5.6M (-$1.1M)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares51,762 from 64,773
Change-13,011 (-20%)
Value$5.6M (-$2.0M)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares51,528 from 46,472
Change+5,056 (+11%)
Value$5.5M (+$87.3K)
Filed 2026-11-02
SFE Investment Counsel
DECREASED
Shares51,416 from 53,581
Change-2,165 (-4%)
Value$5.5M (-$759.8K)
Filed 2026-10-29
Stackstone Wealth, LLC
NEW
Shares51,356
Change+51,356
Value$5.5M
Filed 2026-10-19
Certuity, LLC
INCREASED
Shares51,340 from 48,102
Change+3,238 (+7%)
Value$5.5M (-$124.3K)
Filed 2026-11-02
Mechanics Bank Trust Department
DECREASED
Shares51,276 from 51,532
Change-256 (0%)
Value$5.5M (-$534.1K)
Filed 2026-10-13
Global Financial Private Client, LLC
INCREASED
Shares51,237 from 50,002
Change+1,235 (+2%)
Value$5.5M (-$358.5K)
Filed 2026-10-15
Patrick Mauro Investment Advisor, Inc.
DECREASED
Shares50,983 from 52,133
Change-1,150 (-2%)
Value$5.5M (-$636.2K)
Filed 2026-11-06
Occidental Asset Management, LLC
INCREASED
Shares50,919 from 48,756
Change+2,163 (+4%)
Value$5.5M (-$246.4K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares50,688 from 50,715
Change-27 (0%)
Value$5.5M (-$501.5K)
Filed 2026-10-20
Weatherly Asset Management L. P.
DECREASED
Shares50,104 from 50,126
Change-22 (0%)
Value$5.4M (-$495.1K)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares50,001 from 65,491
Change-15,490 (-24%)
Value$5.4M (-$2.3M)
Filed 2026-10-27
Sigma Planning Corp
INCREASED
Shares49,662 from 47,221
Change+2,441 (+5%)
Value$5.3M (-$268.5K)
Filed 2026-10-23
Weaver Capital Management LLC
DECREASED
Shares49,626 from 53,286
Change-3,660 (-7%)
Value$5.3M (+$1.2M)
Filed 2026-10-15
Wolff Wiese Magana LLC
INCREASED
Shares49,604 from 49,072
Change+532 (+1%)
Value$5.3M (-$425.1K)
Filed 2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares49,564 from 49,564
Change0 (0%)
Value$5.8M ($0)
Filed 2026-10-15
New Hampshire Trust
DECREASED
Shares49,544 from 53,759
Change-4,215 (-8%)
Value$5.3M (-$982.1K)
Filed 2026-10-20
Sawyer & Company, Inc
DECREASED
Shares49,392 from 50,307
Change-915 (-2%)
Value$5.3M (-$593.0K)
Filed 2026-10-21
Perpetual Ltd
INCREASED
Shares49,237 from 49,080
Change+157 (+0%)
Value$5.3M (-$465.6K)
Filed 2026-10-13
Studio Investment Management LLC
DECREASED
Shares49,219 from 56,891
Change-7,672 (-13%)
Value$5.3M (-$1.4M)
Filed 2026-10-22
Monte Financial Group, LLC
DECREASED
Shares49,159 from 57,439
Change-8,280 (-14%)
Value$5.3M (-$1.4M)
Filed 2026-11-02
Murphy Pohlad Asset Management LLC
DECREASED
Shares48,984 from 58,229
Change-9,245 (-16%)
Value$5.3M (-$1.6M)
Filed 2026-10-22
Lantz Financial LLC
DECREASED
Shares48,934 from 49,077
Change-143 (0%)
Value$5.3M (-$497.8K)
Filed 2026-10-15
Radnor Capital Management, LLC
UNCHANGED
Shares48,744 from 48,744
Change0 (0%)
Value$5.2M (-$479.2K)
Filed 2026-10-23
Azzad Asset Management Inc
INCREASED
Shares48,672 from 47,791
Change+881 (+2%)
Value$5.2M (-$375.0K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares48,505 from 43,402
Change+5,103 (+12%)
Value$5.2M (+$271.8K)
Filed 2026-10-27
Texas Bank & Trust Co
DECREASED
Shares48,479 from 48,868
Change-389 (-1%)
Value$5.2M (-$522.2K)
Filed 2026-11-04
Univest Financial Corp
INCREASED
Shares48,329 from 47,520
Change+809 (+2%)
Value$5.2M (-$380.1K)
Filed 2026-11-05
Ascentis Independent Advisors
INCREASED
Shares48,309 from 461
Change+47,848 (+10379%)
Value$5.2M (+$5.1M)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares48,202 from 45,626
Change+2,576 (+6%)
Value$5.2M (-$171.2K)
Filed 2026-11-02
Delta Capital Management LLC
INCREASED
Shares48,066 from 47,636
Change+430 (+1%)
Value$5.2M (-$422.0K)
Filed 2026-10-16
Lighthouse Financial Services Inc
DECREASED
Shares47,841 from 48,296
Change-455 (-1%)
Value$5.1M (-$502.1K)
Filed 2026-11-02
Fideuram Asset Management (Ireland) dac
DECREASED
Shares47,629 from 434,293
Change-386,664 (-89%)
Value$5.3M (-$44.7M)
Filed 2026-10-29
Indivisible Partners
INCREASED
Shares47,610 from 31,440
Change+16,170 (+51%)
Value$5.1M (+$1.4M)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares47,297 from 44,271
Change+3,026 (+7%)
Value$5.1M (-$109.0K)
Filed 2026-10-30
Summit Global Investments
INCREASED
Shares47,180 from 19,330
Change+27,850 (+144%)
Value$5.1M (+$2.8M)
Filed 2026-10-28
Valmark Advisers, Inc.
INCREASED
Shares46,730 from 42,022
Change+4,708 (+11%)
Value$5.0M (+$93.6K)
Filed 2026-11-06
Wynn Capital, LLC
DECREASED
Shares46,704 from 48,044
Change-1,340 (-3%)
Value$5.0M (-$616.5K)
Filed 2026-10-13
Wendell David Associates Inc
DECREASED
Shares46,518 from 46,528
Change-10 (0%)
Value$5.0M (-$458.0K)
Filed 2026-10-27
Dudley Capital Management, LLC
DECREASED
Shares46,471 from 46,590
Change-119 (0%)
Value$5.0M (-$470.8K)
Filed 2026-10-23
Deane Retirement Strategies, Inc.
NEW
Shares46,221
Change+46,221
Value$5.0M
Filed 2026-10-09
BankPlus Trust Department
INCREASED
Shares46,164 from 45,874
Change+290 (+1%)
Value$5.0M (-$419.7K)
Filed 2026-11-06
Crescent Sterling, Ltd.
INCREASED
Shares45,929 from 45,333
Change+596 (+1%)
Value$4.9M (-$381.5K)
Filed 2026-10-16
Banque de Luxembourg S.A.
DECREASED
Shares45,911 from 46,498
Change-587 (-1%)
Value$4.9M (-$520.3K)
Filed 2026-10-14
Bath Savings Trust Co
INCREASED
Shares45,871 from 41,714
Change+4,157 (+10%)
Value$4.9M (+$37.4K)
Filed 2026-10-07
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares45,758
Change+45,758
Value$4.9M
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares45,758 from 46,133
Change-375 (-1%)
Value$4.9M (-$493.8K)
Filed 2026-10-20
Wright Investors Service Inc
INCREASED
Shares45,467 from 45,328
Change+139 (+0%)
Value$4.9M (-$430.6K)
Filed 2026-11-02
Washington Trust Advisors, Inc.
DECREASED
Shares45,344 from 46,003
Change-659 (-1%)
Value$4.9M (-$523.1K)
Filed 2026-10-22
Nfsg Corp
DECREASED
Shares44,827 from 50,750
Change-5,923 (-12%)
Value$4.8M (-$1.1M)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED
Shares44,727 from 43,516
Change+1,211 (+3%)
Value$4.8M (-$297.5K)
Filed 2026-10-16
Coastline Trust Co
DECREASED
Shares44,577 from 46,440
Change-1,863 (-4%)
Value$4.8M (-$657.0K)
Filed 2026-10-01
Lawood & Co
DECREASED
Shares44,499 from 45,234
Change-735 (-2%)
Value$4.8M (-$523.8K)
Filed 2026-10-09
Cornerstone Wealth Management, LLC
INCREASED
Shares44,215 from 43,702
Change+513 (+1%)
Value$4.8M (-$374.4K)
Filed 2026-11-04
Baker Avenue Asset Management, LP
INCREASED
Shares43,986 from 40,896
Change+3,090 (+8%)
Value$4.7M (-$69.5K)
Filed 2026-11-06
Trust Asset Management LLC
UNCHANGED
Shares43,517 from 43,517
Change0 (0%)
Value$4.7M (-$427.8K)
Filed 2026-11-03
Columbus Macro, LLC
DECREASED
Shares43,250 from 44,156
Change-906 (-2%)
Value$4.7M (-$531.5K)
Filed 2026-10-14
Councilmark Asset Management, LLC
DECREASED
Shares43,160 from 43,190
Change-30 (0%)
Value$4.6M (-$427.8K)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
INCREASED
Shares43,107 from 18,581
Change+24,526 (+132%)
Value$4.6M (+$2.5M)
Filed 2026-11-05
Central Pacific Bank - Trust Division
DECREASED
Shares43,025 from 52,419
Change-9,394 (-18%)
Value$4.6M (-$1.5M)
Filed 2026-10-06
Larson Financial Group LLC
INCREASED
Shares42,908 from 37,149
Change+5,759 (+16%)
Value$4.6M (+$254.6K)
Filed 2026-11-05
LVW Advisors, LLC
DECREASED
Shares42,616 from 45,137
Change-2,521 (-6%)
Value$4.6M (-$715.0K)
Filed 2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares42,505 from 42,595
Change-90 (0%)
Value$4.6M (-$428.5K)
Filed 2026-11-03
Hoertkorn Richard Charles
DECREASED
Shares42,424 from 45,570
Change-3,146 (-7%)
Value$4.6M (-$422.9K)
Filed 2026-11-04
Cornerstone Planning, LLC
INCREASED
Shares42,388 from 42,277
Change+111 (+0%)
Value$4.9M (-$114.2K)
Filed 2026-10-27
Arrow Financial Corp
DECREASED
Shares42,355 from 45,479
Change-3,124 (-7%)
Value$4.6M (-$783.3K)
Filed 2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares42,223 from 41,888
Change+335 (+1%)
Value$4.5M (-$375.7K)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares42,161 from 30,547
Change+11,614 (+38%)
Value$4.5M (+$949.6K)
Filed 2026-10-26
Banque Pictet & CIE SA
UNCHANGED
Shares42,000 from 42,000
Change0 (0%)
Value$4.5M (-$410.7K)
Filed 2026-10-16
Benin Management Corp
INCREASED
Shares41,918 from 34,488
Change+7,430 (+22%)
Value$4.5M (+$460.7K)
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares41,724 from 41,316
Change+408 (+1%)
Value$4.5M (-$362.3K)
Filed 2026-11-03
Northcape Wealth Management, LLC
INCREASED
Shares41,682 from 41,126
Change+556 (+1%)
Value$4.5M (-$344.4K)
Filed 2026-11-04
Accurate Wealth Management, LLC
INCREASED
Shares41,641 from 36,272
Change+5,369 (+15%)
Value$4.8M (+$392.8K)
Filed 2026-10-20
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares41,618 from 41,889
Change-271 (-1%)
Value$4.5M (-$440.9K)
Filed 2026-10-14
Cache Advisors, LLC
INCREASED
Shares41,504 from 35,373
Change+6,131 (+17%)
Value$4.5M (+$312.2K)
Filed 2026-10-16
Beutel, Goodman & Co Ltd.
DECREASED
Shares41,415 from 45,100
Change-3,685 (-8%)
Value$4.5M (-$840.0K)
Filed 2026-11-04
Trilogy Capital Inc.
DECREASED
Shares41,354 from 52,671
Change-11,317 (-21%)
Value$4.5M (-$1.7M)
Filed 2026-10-20
Gold Investment Management Ltd.
DECREASED
Shares41,234 from 42,090
Change-856 (-2%)
Value$4.4M (-$505.9K)
Filed 2026-10-19
Excalibur Management Corp
DECREASED
Shares41,209 from 41,635
Change-426 (-1%)
Value$4.4M (-$455.2K)
Filed 2026-11-02
Premier Path Wealth Partners, LLC
INCREASED
Shares40,916 from 38,888
Change+2,028 (+5%)
Value$4.4M (-$163.9K)
Filed 2026-10-16
Northside Capital Management, LLC
INCREASED
Shares40,586 from 40,265
Change+321 (+1%)
Value$4.4M (-$361.3K)
Filed 2026-10-13
Parkside Financial Bank & Trust
INCREASED
Shares40,018 from 39,625
Change+393 (+1%)
Value$4.3M (-$347.2K)
Filed 2026-10-27
Blue Trust, Inc.
DECREASED
Shares39,791 from 41,639
Change-1,848 (-4%)
Value$4.3M (-$608.3K)
Filed 2026-10-15
Insight Inv LLC
DECREASED
Shares39,673 from 39,698
Change-25 (0%)
Value$4.3M (-$392.9K)
Filed 2026-10-27
Integras Partners LLC
DECREASED
Shares39,659 from 40,679
Change-1,020 (-3%)
Value$4.3M (-$509.7K)
Filed 2026-10-30
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares39,620 from 39,660
Change-40 (0%)
Value$4.3M (-$394.2K)
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares39,565 from 29,116
Change+10,449 (+36%)
Value$4.3M (+$838.4K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares39,559 from 38,857
Change+702 (+2%)
Value$4.3M (-$306.4K)
Filed 2026-10-27
Oak Asset Management, LLC
DECREASED
Shares39,539 from 41,154
Change-1,615 (-4%)
Value$4.3M (-$578.4K)
Filed 2026-10-13
LMG Wealth Partners, LLC
INCREASED
Shares38,974 from 38,226
Change+748 (+2%)
Value$4.2M (-$295.3K)
Filed 2026-11-05
M Holdings Securities, Inc.
DECREASED
Shares38,753 from 38,867
Change-114 (0%)
Value$4.0K (-$596)
Filed 2026-11-03
Everhart Financial Group, Inc.
INCREASED
Shares38,735 from 38,518
Change+217 (+1%)
Value$4.2M (-$355.3K)
Filed 2026-10-08
Eagle Bluffs Wealth Management LLC
DECREASED
Shares38,650 from 39,031
Change-381 (-1%)
Value$4.2M (-$424.7K)
Filed 2026-10-20
Mystic Asset Management, Inc.
DECREASED
Shares38,533 from 38,932
Change-399 (-1%)
Value$4.1M (-$425.6K)
Filed 2026-10-15
Burke & Herbert Bank & Trust Co
DECREASED
Shares38,409 from 38,574
Change-165 (0%)
Value$4.1M (-$396.9K)
Filed 2026-11-02
AlphaStar Capital Management, LLC
DECREASED
Shares38,301 from 40,800
Change-2,499 (-6%)
Value$4.1M (-$670.1K)
Filed 2026-10-16
Ninety One UK Ltd
DECREASED
Shares38,178 from 70,700
Change-32,522 (-46%)
Value$4.1M (-$4.2M)
Filed 2026-10-15
Redmond Asset Management, LLC
DECREASED
Shares38,030 from 44,165
Change-6,135 (-14%)
Value$4.1M (-$1.1M)
Filed 2026-10-27
Strengthening Families & Communities, LLC
INCREASED
Shares38,008 from 36,261
Change+1,747 (+5%)
Value$4.1M (-$168.4K)
Filed 2026-10-21
Montecito Bank & Trust
DECREASED
Shares37,981 from 38,055
Change-74 (0%)
Value$4.1M (-$382.0K)
Filed 2026-10-01
InvesTrust
DECREASED
Shares37,921 from 44,879
Change-6,958 (-15%)
Value$4.1M (-$1.2M)
Filed 2026-10-14
Kestra Investment Management, LLC
DECREASED
Shares37,600 from 51,908
Change-14,308 (-28%)
Value$4.0M (-$2.1M)
Filed 2026-11-04
Joel Isaacson & Co., LLC
INCREASED
Shares37,470 from 36,244
Change+1,226 (+3%)
Value$4.0M (-$224.3K)
Filed 2026-11-05
Bull Street Advisors, LLC
INCREASED
Shares37,434 from 37,269
Change+165 (+0%)
Value$4.0M (-$349.0K)
Filed 2026-10-20
Grey Ledge Advisors, LLC
DECREASED
Shares37,335 from 38,830
Change-1,495 (-4%)
Value$4.0M (-$542.6K)
Filed 2026-11-02
Wealth Alliance Advisory Group, LLC
DECREASED
Shares37,084 from 38,704
Change-1,620 (-4%)
Value$4.0M (-$554.9K)
Filed 2026-10-14
Cigna Investments Inc
DECREASED
Shares36,992 from 37,286
Change-294 (-1%)
Value$4.0M (-$397.0K)
Filed 2026-10-19
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares36,913 from 37,321
Change-408 (-1%)
Value$4.0M (-$410.8K)
Filed 2026-10-29
Cornerstone Wealth Group, LLC
INCREASED
Shares36,864 from 16,835
Change+20,029 (+119%)
Value$4.0M (+$2.0M)
Filed 2026-11-02
JLB & Associates Inc
DECREASED
Shares36,442 from 37,037
Change-595 (-2%)
Value$4.3M (-$69.9K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares36,213 from 37,312
Change-1,099 (-3%)
Value$3.9M (-$485.1K)
Filed 2026-10-16
Concord Wealth Partners
DECREASED
Shares36,156 from 38,181
Change-2,025 (-5%)
Value$3.9M (-$593.2K)
Filed 2026-11-02
Private Management Group Inc
INCREASED
Shares35,899 from 35,830
Change+69 (+0%)
Value$3.9M (-$344.8K)
Filed 2026-11-04
Cordatus Wealth Management LLC
DECREASED
Shares35,837 from 36,050
Change-213 (-1%)
Value$3.9M (-$377.3K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares35,798 from 34,653
Change+1,145 (+3%)
Value$3.9M (-$161.5K)
Filed 2026-11-02
Howland Capital Management LLC
DECREASED
Shares35,770 from 47,161
Change-11,391 (-24%)
Value$3.8M (-$1.7M)
Filed 2026-10-22
Waterfront Wealth Inc.
DECREASED
Shares35,757 from 36,516
Change-759 (-2%)
Value$3.8M (-$617.3K)
Filed 2026-11-03
Hager Investment Management Services, LLC
DECREASED
Shares35,699 from 35,707
Change-8 (0%)
Value$3.8M (-$351.8K)
Filed 2026-11-04
Eastern Bank
INCREASED
Shares35,687 from 35,677
Change+10 (+0%)
Value$3.8M (-$349.6K)
Filed 2026-10-05
Peddock Capital Advisors, LLC
DECREASED
Shares35,615 from 35,848
Change-233 (-1%)
Value$3.8M (-$377.5K)
Filed 2026-10-16
Mount Vernon Associates Inc
DECREASED
Shares35,604 from 37,704
Change-2,100 (-6%)
Value$3.8M (-$597.0K)
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares35,603 from 35,160
Change+443 (+1%)
Value$3.8M (-$297.9K)
Filed 2026-10-14
Hohimer Wealth Management, LLC
DECREASED
Shares35,472 from 40,501
Change-5,029 (-12%)
Value$3.8M (-$939.4K)
Filed 2026-11-04
Sierra Summit Advisors LLC
INCREASED
Shares35,418 from 34,495
Change+923 (+3%)
Value$3.8M (-$239.7K)
Filed 2026-10-28
Greenfield Savings Bank
INCREASED
Shares35,307 from 34,989
Change+318 (+1%)
Value$3.8M (-$309.7K)
Filed 2026-10-07
Arjuna Capital
DECREASED
Shares35,264 from 63,447
Change-28,183 (-44%)
Value$3.8M (-$3.7M)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares35,252 from 34,950
Change+302 (+1%)
Value$3.8M (-$311.1K)
Filed 2026-10-14
Community Financial Services Group, LLC
DECREASED
Shares35,224 from 35,744
Change-520 (-1%)
Value$3.8M (-$351.4K)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
DECREASED
Shares35,090 from 37,172
Change-2,082 (-6%)
Value$3.8M (-$589.6K)
Filed 2026-11-04
Catalyst Financial Partners LLC
DECREASED
Shares34,865 from 35,893
Change-1,028 (-3%)
Value$3.8M (-$463.4K)
Filed 2026-11-06
VCI Wealth Management LLC
INCREASED
Shares34,852 from 29,521
Change+5,331 (+18%)
Value$3.8M (+$283.6K)
Filed 2026-10-29
Quadcap Wealth Management, LLC
DECREASED
Shares34,790 from 37,299
Change-2,509 (-7%)
Value$3.7M (-$636.7K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares34,621
Change+34,621
Value$3.7M
Filed 2026-10-21
PW Nova Financial Services LLC
DECREASED
Shares34,580 from 35,446
Change-866 (-2%)
Value$3.7M (-$441.7K)
Filed 2026-10-15
Stiles Financial Services Inc
DECREASED
Shares34,570 from 35,375
Change-805 (-2%)
Value$3.7M (-$434.3K)
Filed 2026-10-30
Fiduciary Family Office, LLC
INCREASED
Shares34,550 from 34,256
Change+294 (+1%)
Value$3.7M (-$305.1K)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares34,495 from 45,066
Change-10,571 (-23%)
Value$3.7M (-$1.6M)
Filed 2026-11-02
Lester Murray Antman dba SimplyRich
DECREASED
Shares34,453 from 34,849
Change-396 (-1%)
Value$3.7M (-$384.8K)
Filed 2026-11-06
Legacy Private Trust Co.
DECREASED
Shares34,167 from 34,526
Change-359 (-1%)
Value$3.7M (-$378.0K)
Filed 2026-10-06
Investment House LLC
DECREASED
Shares34,027 from 69,100
Change-35,073 (-51%)
Value$3.7M (-$4.5M)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares33,983 from 31,414
Change+2,569 (+8%)
Value$4.0M (+$477.5K)
Filed 2026-10-08
Klein Pavlis & Peasley Financial, Inc.
DECREASED
Shares33,905 from 40,352
Change-6,447 (-16%)
Value$3.6M (-$1.1M)
Filed 2026-10-13
MCF Advisors LLC
INCREASED
Shares33,905 from 33,031
Change+874 (+3%)
Value$3.6M (-$230.6K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
INCREASED
Shares33,878 from 33,086
Change+792 (+2%)
Value$3.6M (-$240.0K)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares33,843 from 28,629
Change+5,214 (+18%)
Value$3.6M (+$279.7K)
Filed 2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares33,796 from 3,195
Change+30,601 (+958%)
Value$3.6M (+$3.3M)
Filed 2026-10-21
Avestar Capital, LLC
INCREASED
Shares33,620 from 31,945
Change+1,675 (+5%)
Value$3.6M (-$133.7K)
Filed 2026-10-28
Oarsman Capital, Inc.
INCREASED
Shares33,530 from 32,952
Change+578 (+2%)
Value$3.6M (-$261.7K)
Filed 2026-11-05
Meridian Investment Counsel Inc.
DECREASED
Shares33,446 from 33,546
Change-100 (0%)
Value$3.6M (-$340.5K)
Filed 2026-10-14
Concord Asset Management, LLC
DECREASED
Shares33,374 from 35,072
Change-1,698 (-5%)
Value$3.6M (-$527.5K)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares33,337 from 30,881
Change+2,456 (+8%)
Value$3.6M (-$39.5K)
Filed 2026-10-15
Mcdonald Partners LLC
DECREASED
Shares33,328 from 35,319
Change-1,991 (-6%)
Value$3.6M (-$561.4K)
Filed 2026-11-03
Enhancing Capital LLC
INCREASED
Shares33,222 from 33,192
Change+30 (+0%)
Value$3.6M (-$323.0K)
Filed 2026-10-26
Gryphon Financial Partners LLC
INCREASED
Shares33,167 from 28,697
Change+4,470 (+16%)
Value$3.6M (+$198.9K)
Filed 2026-11-04
Everett Harris & Co
DECREASED
Shares33,052 from 33,477
Change-425 (-1%)
Value$3.6M (-$374.8K)
Filed 2026-10-28
Pacifica Partners Inc.
DECREASED
Shares33,017 from 33,172
Change-155 (0%)
Value$3.6M (-$148.5K)
Filed 2026-10-09
Register Financial Advisors LLC
DECREASED
Shares32,920 from 33,081
Change-161 (0%)
Value$3.5M (-$342.5K)
Filed 2026-10-23
apricus wealth, LLC
INCREASED
Shares32,808 from 32,763
Change+45 (+0%)
Value$3.5M (-$317.2K)
Filed 2026-10-26
RMR Wealth Builders
INCREASED
Shares32,769 from 7,438
Change+25,331 (+341%)
Value$3.5M (+$2.7M)
Filed 2026-10-22
Catherine Avery Investment Management LLC
DECREASED
Shares32,678 from 67,834
Change-35,156 (-52%)
Value$3.5M (-$4.5M)
Filed 2026-10-14
Family Legacy, Inc.
DECREASED
Shares32,518 from 32,613
Change-95 (0%)
Value$3.5M (-$330.8K)
Filed 2026-10-13
Tufton Capital Management
DECREASED
Shares32,433 from 35,797
Change-3,364 (-9%)
Value$3.5M (-$714.0K)
Filed 2026-10-20
Plimoth Trust Co LLC
INCREASED
Shares32,425 from 32,065
Change+360 (+1%)
Value$3.5M (-$276.5K)
Filed 2026-10-26
Moody National Bank Trust Division
DECREASED
Shares32,247 from 36,645
Change-4,398 (-12%)
Value$3.5M (-$833.6K)
Filed 2026-10-06
Physicians Financial Services, Inc.
DECREASED
Shares32,205 from 32,251
Change-46 (0%)
Value$3.5M (-$322.0K)
Filed 2026-11-04
Tealwood Asset Management Inc
DECREASED
Shares31,769 from 32,294
Change-525 (-2%)
Value$3.4M (-$374.0K)
Filed 2026-10-13
Peoples Financial Services Corp.
DECREASED
Shares31,742 from 32,506
Change-764 (-2%)
Value$3.4M (-$401.8K)
Filed 2026-10-20
Axxion S.A.
DECREASED
Shares31,713 from 35,808
Change-4,095 (-11%)
Value$3.4M (-$792.7K)
Filed 2026-10-22
Farrow Financial, Inc.
INCREASED
Shares31,697 from 31,658
Change+39 (+0%)
Value$3.4M (-$307.0K)
Filed 2026-10-30
Oakworth Capital, Inc.
INCREASED
Shares31,696 from 31,616
Change+80 (+0%)
Value$3.4M (-$298.7K)
Filed 2026-10-26
Outfitters Financial LLC
DECREASED
Shares31,619 from 33,581
Change-1,962 (-6%)
Value$3.4M (-$541.3K)
Filed 2026-10-23
Beverly Hills Private Wealth, LLC
INCREASED
Shares31,560 from 27,268
Change+4,292 (+16%)
Value$3.4M (+$193.9K)
Filed 2026-11-04
Vertrix Wealth Management, LLC
INCREASED
Shares31,493 from 31,189
Change+304 (+1%)
Value$3.4M (-$273.8K)
Filed 2026-10-13
Alexander Randolph Advisory, Inc.
DECREASED
Shares31,354 from 31,874
Change-520 (-2%)
Value$3.4M (-$369.3K)
Filed 2026-11-04
Pflug Koory, LLC
DECREASED
Shares31,149 from 31,392
Change-243 (-1%)
Value$3.4M (-$334.7K)
Filed 2026-10-26
Trust Investment Advisors
INCREASED
Shares31,132 from 27,219
Change+3,913 (+14%)
Value$3.4M (+$153.6K)
Filed 2026-10-20
United Bank
DECREASED
Shares31,120 from 32,527
Change-1,407 (-4%)
Value$3.3M (-$471.2K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares31,006 from 36,433
Change-5,427 (-15%)
Value$3.3M (-$942.1K)
Filed 2026-11-04
Essex Bank
DECREASED
Shares30,849 from 32,842
Change-1,993 (-6%)
Value$3.3M (-$537.3K)
Filed 2026-10-16
Arbor Investment Advisors, LLC
INCREASED
Shares30,762 from 30,738
Change+24 (+0%)
Value$3.3M (-$299.6K)
Filed 2026-10-26
Dorato Capital Management
INCREASED
Shares30,624 from 29,673
Change+951 (+3%)
Value$3.6M (-$4.7K)
Filed 2026-10-08
Churchill Financial Advisors, LLC
UNCHANGED
Shares30,586 from 30,586
Change0 (0%)
Value$3.3M (-$300.7K)
Filed 2026-10-20
Leisure Capital Management
DECREASED
Shares30,558 from 31,219
Change-661 (-2%)
Value$3.3M (-$378.0K)
Filed 2026-11-03
Cove Private Wealth, LLC
DECREASED
Shares30,531 from 31,083
Change-552 (-2%)
Value$3.3M (-$365.0K)
Filed 2026-10-28
Myriad Asset Management Advisors LLC
NEW
Shares30,507
Change+30,507
Value$3.3M
Filed 2026-11-03
Glass Wealth Management Co LLC
DECREASED
Shares30,485 from 30,635
Change-150 (0%)
Value$3.3M (-$317.3K)
Filed 2026-10-28
Mirador Capital Partners LP
INCREASED
Shares30,421 from 27,262
Change+3,159 (+12%)
Value$3.3M (+$72.0K)
Filed 2026-10-09
Beacon Financial Group
INCREASED
Shares30,370 from 28,683
Change+1,687 (+6%)
Value$3.3M (-$100.3K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares30,349 from 9,806
Change+20,543 (+209%)
Value$3.3M (+$2.2M)
Filed 2026-10-14
Alpha Family Trust
UNCHANGED
Shares30,345 from 30,345
Change0 (0%)
Value$3.6M ($0)
Filed 2026-11-04
Meridian Wealth Management, LLC
DECREASED
Shares30,284 from 31,004
Change-720 (-2%)
Value$3.2M (-$373.4K)
Filed 2026-11-05
Flavin Financial Services, Inc.
DECREASED
Shares30,160 from 31,195
Change-1,035 (-3%)
Value$3.2M (-$418.1K)
Filed 2026-10-21
Adkins Seale Capital Management LLC
DECREASED
Shares30,151 from 30,249
Change-98 (0%)
Value$3.2M (-$307.9K)
Filed 2026-10-27
Angeles Wealth Management, LLC
DECREASED
Shares30,144 from 32,235
Change-2,091 (-6%)
Value$3.2M (-$541.9K)
Filed 2026-10-26
MSH Capital Advisors LLC
INCREASED
Shares30,025 from 28,489
Change+1,536 (+5%)
Value$3.2M (-$111.8K)
Filed 2026-11-03
Woodmont Investment Counsel LLC
DECREASED
Shares30,017 from 31,235
Change-1,218 (-4%)
Value$3.2M (-$438.1K)
Filed 2026-10-29
BIP Wealth, LLC
INCREASED
Shares29,946 from 24,560
Change+5,386 (+22%)
Value$3.2M (+$338.2K)
Filed 2026-10-22
Newman Dignan & Sheerar, Inc.
DECREASED
Shares29,920 from 30,915
Change-995 (-3%)
Value$3.2M (-$411.1K)
Filed 2026-10-21
Anchyra Partners LLC
INCREASED
Shares29,881 from 29,343
Change+538 (+2%)
Value$3.2M (-$230.5K)
Filed 2026-10-13
Cypress Capital, LLC
INCREASED
Shares29,843 from 29,238
Change+605 (+2%)
Value$3.2M (-$222.2K)
Filed 2026-10-20
Fragasso Financial Advisors Inc
INCREASED
Shares29,776 from 27,865
Change+1,911 (+7%)
Value$3.5M (+$252.2K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
DECREASED
Shares29,660 from 29,894
Change-234 (-1%)
Value$3.2M (-$319.0K)
Filed 2026-10-20
S-Bank Fund Management Ltd
INCREASED
Shares29,659 from 28,608
Change+1,051 (+4%)
Value$3.2M (-$168.1K)
Filed 2026-11-06
PDS Planning, Inc
INCREASED
Shares29,658 from 29,089
Change+569 (+2%)
Value$3.2M (-$224.7K)
Filed 2026-11-03
Cornerstone National Bank & Trust Co
DECREASED
Shares29,538 from 30,094
Change-556 (-2%)
Value$3.2M (-$308.7K)
Filed 2026-10-20
Shariaportfolio, Inc.
INCREASED
Shares29,340 from 27,016
Change+2,324 (+9%)
Value$3.2M (-$15.5K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
INCREASED
Shares29,095 from 24,753
Change+4,342 (+18%)
Value$3.1M (+$224.0K)
Filed 2026-10-15
Capital City Trust Co
INCREASED
Shares28,975 from 28,604
Change+371 (+1%)
Value$3.1M (-$241.2K)
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares28,756 from 32,236
Change-3,480 (-11%)
Value$3.1M (-$691.4K)
Filed 2026-11-03
Twelve Points Wealth Management LLC
INCREASED
Shares28,748 from 28,629
Change+119 (+0%)
Value$3.0M (-$358.3K)
Filed 2026-11-03
American State Bank (Iowa)
DECREASED
Shares28,737 from 28,834
Change-97 (0%)
Value$3.1M (-$293.9K)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares28,727 from 30,116
Change-1,389 (-5%)
Value$3.1M (-$445.5K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
INCREASED
Shares28,623 from 28,191
Change+432 (+2%)
Value$3.1M (-$230.7K)
Filed 2026-10-26
Scheeler Financial LLC
NEW
Shares28,614
Change+28,614
Value$3.1M
Filed 2026-10-13
Missouri Trust & Investment Co
DECREASED
Shares28,480 from 28,690
Change-210 (-1%)
Value$3.1M (-$262.5K)
Filed 2026-11-04
Trust Point Inc.
INCREASED
Shares28,463 from 22,809
Change+5,654 (+25%)
Value$3.1M (+$384.3K)
Filed 2026-10-27
Great Lakes Retirement, Inc.
DECREASED
Shares28,411 from 28,469
Change-58 (0%)
Value$3.1M (-$286.2K)
Filed 2026-10-26
Leo Wealth, LLC
NEW
Shares28,400
Change+28,400
Value$3.1M
Filed 2026-10-26
WBH Advisory Inc
DECREASED
Shares28,380 from 31,065
Change-2,685 (-9%)
Value$3.1M (-$594.3K)
Filed 2026-11-05
Alta Advisers Ltd
INCREASED
Shares28,364 from 15,559
Change+12,805 (+82%)
Value$3.1M (+$1.2M)
Filed 2026-11-02
Portfolio Design Labs, LLC
DECREASED
Shares28,357 from 28,494
Change-137 (0%)
Value$3.1M (-$294.8K)
Filed 2026-11-04
First Business Financial Services, Inc.
DECREASED
Shares28,338 from 31,038
Change-2,700 (-9%)
Value$3.1M (-$595.7K)
Filed 2026-10-29
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares28,314 from 28,986
Change-672 (-2%)
Value$3.0M (-$357.2K)
Filed 2026-10-08
Investment Advisory Services Inc
INCREASED
Shares28,296 from 27,959
Change+337 (+1%)
Value$3.0M (-$238.5K)
Filed 2026-10-27
Corundum Group, Inc.
INCREASED
Shares28,266 from 20,236
Change+8,030 (+40%)
Value$3.0M (+$665.3K)
Filed 2026-10-28
Tweedy, Browne Co LLC
DECREASED
Shares28,229 from 29,397
Change-1,168 (-4%)
Value$3.0M (-$414.7K)
Filed 2026-11-04
1834 Investment Advisors Co
DECREASED
Shares28,157 from 28,856
Change-699 (-2%)
Value$3.0M (-$358.9K)
Filed 2026-10-16
Abundance Wealth Counselors
DECREASED
Shares28,142 from 28,580
Change-438 (-2%)
Value$3.0M (-$328.1K)
Filed 2026-10-26
PFG Advisors
DECREASED
Shares28,051 from 28,134
Change-83 (0%)
Value$3.0M (-$285.6K)
Filed 2026-10-16
Cascade Investment Advisors, Inc.
DECREASED
Shares28,044 from 31,673
Change-3,629 (-11%)
Value$3.0M (-$701.9K)
Filed 2026-11-02
Sepio Capital, LP
DECREASED
Shares27,937 from 43,527
Change-15,590 (-36%)
Value$3.0M (-$2.1M)
Filed 2026-10-22
United Community Bank
DECREASED
Shares27,895 from 30,569
Change-2,674 (-9%)
Value$3.0M (-$588.3K)
Filed 2026-10-28
American Capital Advisory, LLC
DECREASED
Shares27,868 from 28,123
Change-255 (-1%)
Value$3.0M (-$303.9K)
Filed 2026-10-28
Calamos Wealth Management LLC
INCREASED
Shares27,811 from 26,503
Change+1,308 (+5%)
Value$3.0M (-$119.7K)
Filed 2026-11-02
Citizens & Northern Corp
INCREASED
Shares27,753 from 23,191
Change+4,562 (+20%)
Value$3.0M (+$263.0K)
Filed 2026-11-06
Sovran Advisors, LLC
INCREASED
Shares27,571 from 23,920
Change+3,651 (+15%)
Value$3.0M (+$229.2K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares27,543 from 26,994
Change+549 (+2%)
Value$3.0M (-$206.3K)
Filed 2026-11-04
Probity Advisors, Inc.
DECREASED
Shares27,536 from 27,871
Change-335 (-1%)
Value$3.0M (-$310.0K)
Filed 2026-10-23
Ethos Capital Management, Inc.
INCREASED
Shares27,389 from 25,443
Change+1,946 (+8%)
Value$2.9M (-$40.7K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
INCREASED
Shares27,389 from 25,985
Change+1,404 (+5%)
Value$2.9M (-$104.3K)
Filed 2026-10-14
Fourpath Capital Management, LLC
DECREASED
Shares27,348 from 27,636
Change-288 (-1%)
Value$2.9M (-$302.7K)
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
DECREASED
Shares27,271 from 27,276
Change-5 (0%)
Value$2.9M (-$268.6K)
Filed 2026-10-19
Magnolia Capital Management LTD
DECREASED
Shares27,260 from 27,530
Change-270 (-1%)
Value$2.9M (-$300.0K)
Filed 2026-10-09
Deltec Asset Management LLC
DECREASED
Shares27,246 from 27,746
Change-500 (-2%)
Value$2.9M (-$326.6K)
Filed 2026-10-26
Relyea Zuckerberg Hanson LLC
DECREASED
Shares27,169 from 28,572
Change-1,403 (-5%)
Value$2.9M (-$431.9K)
Filed 2026-10-20
Financial Planning Hawaii, Inc.
DECREASED
Shares27,110 from 29,465
Change-2,355 (-8%)
Value$2.9M (-$543.1K)
Filed 2026-10-13
High Note Wealth, LLC
DECREASED
Shares27,108 from 27,596
Change-488 (-2%)
Value$2.9M (-$323.7K)
Filed 2026-10-27
Citizens National Bank Trust Department
DECREASED
Shares27,095 from 27,270
Change-175 (-1%)
Value$2.9M (-$286.9K)
Filed 2026-11-04
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares27,085 from 27,971
Change-886 (-3%)
Value$2.9M (-$370.2K)
Filed 2026-10-19
Bedel Financial Consulting, Inc.
DECREASED
Shares26,985 from 27,560
Change-575 (-2%)
Value$2.9M (-$332.8K)
Filed 2026-11-06
Ballast, Inc.
DECREASED
Shares26,879 from 27,711
Change-832 (-3%)
Value$2.9M (-$361.9K)
Filed 2026-10-20
Auto-Owners Insurance Co
DECREASED
Shares26,863 from 589,316
Change-562,453 (-95%)
Value$2.9M (-$66.3M)
Filed 2026-10-15
Lewis Asset Management, LLC
INCREASED
Shares26,838 from 26,202
Change+636 (+2%)
Value$2.9M (-$189.2K)
Filed 2026-10-14
Laurion Capital Management LP
INCREASED
Shares26,815 from 4,047
Change+22,768 (+563%)
Value$2.9M (+$2.4M)
Filed 2026-10-30
Bangor Savings Bank
DECREASED
Shares26,814 from 28,999
Change-2,185 (-8%)
Value$2.9M (-$520.2K)
Filed 2026-10-06
Dumont & Blake Investment Advisors LLC
DECREASED
Shares26,795 from 26,985
Change-190 (-1%)
Value$2.9M (-$285.7K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED
Shares26,760 from 25,637
Change+1,123 (+4%)
Value$2.9M (-$131.2K)
Filed 2026-10-27
Allen Wealth Management, LLC
DECREASED
Shares26,686 from 35,216
Change-8,530 (-24%)
Value$2.9M (-$1.3M)
Filed 2026-10-29
FinArc Investments, Inc.
DECREASED
Shares26,675 from 42,471
Change-15,796 (-37%)
Value$2.9M (-$2.1M)
Filed 2026-10-14
71 West Capital Partners
INCREASED
Shares26,669 from 26,584
Change+85 (+0%)
Value$2.9M (-$252.2K)
Filed 2026-11-04
PFW Advisors LLC
INCREASED
Shares26,603 from 26,594
Change+9 (+0%)
Value$2.9M (-$260.5K)
Filed 2026-10-07
Net Worth Advisory Group
DECREASED
Shares26,575 from 27,578
Change-1,003 (-4%)
Value$2.9M (-$349.0K)
Filed 2026-10-20
Nicholas Hoffman & Company, Llc.
DECREASED
Shares26,559 from 26,860
Change-301 (-1%)
Value$2.9M (-$296.4K)
Filed 2026-10-30
CrossGen Wealth, LLC
INCREASED
Shares26,517 from 26,497
Change+20 (+0%)
Value$2.9M (-$258.3K)
Filed 2026-10-30
Morton Capital Management LLC
DECREASED
Shares26,078 from 26,158
Change-80 (0%)
Value$2.8M (-$265.8K)
Filed 2026-10-23
Chesley Taft & Associates LLC
DECREASED
Shares26,008 from 26,311
Change-303 (-1%)
Value$2.8M (-$291.3K)
Filed 2026-10-13
CGN Advisors LLC
DECREASED
Shares25,913 from 29,900
Change-3,987 (-13%)
Value$2.8M (-$723.1K)
Filed 2026-10-21
Bank & Trust Co
UNCHANGED
Shares25,843 from 25,843
Change0 (0%)
Value$2.8M (-$254.0K)
Filed 2026-10-07
Fulcrum Asset Management LLP
INCREASED
Shares25,836 from 20,812
Change+5,024 (+24%)
Value$2.8M (+$313.3K)
Filed 2026-11-04
Van Cleef Asset Management,Inc
DECREASED
Shares25,811 from 25,869
Change-58 (0%)
Value$2.8M (-$260.5K)
Filed 2026-10-20
Cooper Financial Group
DECREASED
Shares25,810 from 26,900
Change-1,090 (-4%)
Value$2.8M (-$381.7K)
Filed 2026-10-07
Central Bank & Trust Co
INCREASED
Shares25,778 from 25,666
Change+112 (+0%)
Value$2.8M (-$240.2K)
Filed 2026-10-09
Arista Wealth Management, LLC
INCREASED
Shares25,770 from 25,684
Change+86 (+0%)
Value$2.8M (-$243.2K)
Filed 2026-10-29
First United Bank & Trust
DECREASED
Shares25,722 from 26,205
Change-483 (-2%)
Value$2.8M (-$309.6K)
Filed 2026-10-22
Manchester Capital Management LLC
DECREASED
Shares25,720 from 26,790
Change-1,070 (-4%)
Value$2.8M (-$378.5K)
Filed 2026-10-22
Davis Capital Management
DECREASED
Shares25,703 from 27,307
Change-1,604 (-6%)
Value$2.8M (-$441.1K)
Filed 2026-10-08
First Financial Bank - Trust Division
DECREASED
Shares25,662 from 26,524
Change-862 (-3%)
Value$2.8M (-$353.5K)
Filed 2026-10-01
Lederer & Associates Investment Counsel
DECREASED
Shares25,620 from 25,825
Change-205 (-1%)
Value$2.8M (-$276.0K)
Filed 2026-10-23
PFC Capital Group, Inc.
DECREASED
Shares25,426 from 25,525
Change-99 (0%)
Value$2.7M (-$261.4K)
Filed 2026-11-06
Harfst & Associates, Inc.
INCREASED
Shares25,381 from 24,225
Change+1,156 (+5%)
Value$2.7M (-$113.7K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares25,367 from 24,275
Change+1,092 (+5%)
Value$2.7M (-$122.4K)
Filed 2026-10-30
Focused Alpha, LLC
INCREASED
Shares25,305 from 19,479
Change+5,826 (+30%)
Value$2.7M (+$435.7K)
Filed 2026-10-20
SWS Partners
DECREASED
Shares25,152 from 26,634
Change-1,482 (-6%)
Value$2.7M (-$421.3K)
Filed 2026-10-26
Founders Capital Management, LLC
DECREASED
Shares25,142 from 44,454
Change-19,312 (-43%)
Value$2.7M (-$2.5M)
Filed 2026-10-23
Diligent Investors, LLC
DECREASED
Shares25,099 from 25,196
Change-97 (0%)
Value$2.7M (-$258.2K)
Filed 2026-10-21
Titiun Yejiel
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$2.7M (-$245.8K)
Filed 2026-11-06
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares24,938 from 25,334
Change-396 (-2%)
Value$2.7M (-$291.7K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
DECREASED
Shares24,886 from 26,837
Change-1,951 (-7%)
Value$2.7M (-$473.8K)
Filed 2026-10-19
Cidel Asset Management Inc
DECREASED
Shares24,653 from 27,459
Change-2,806 (-10%)
Value$2.7M (-$571.9K)
Filed 2026-10-29
Pullen Investment Management, LLC
INCREASED
Shares24,601 from 24,517
Change+84 (+0%)
Value$2.6M (-$232.0K)
Filed 2026-10-23
Sterling Investment Advisors, Ltd.
DECREASED
Shares24,566 from 25,012
Change-446 (-2%)
Value$2.6M (-$293.8K)
Filed 2026-10-27
Biltmore Family Office, LLC
DECREASED
Shares24,508 from 24,522
Change-14 (0%)
Value$2.6M (-$242.6K)
Filed 2026-11-03
Providence Wealth Advisors, LLC
INCREASED
Shares24,488 from 24,461
Change+27 (+0%)
Value$2.7M (-$28.3K)
Filed 2026-10-29
Cypress Wealth Services, LLC
INCREASED
Shares24,470 from 24,296
Change+174 (+1%)
Value$2.9M (+$32.2K)
Filed 2026-10-21
Cadinha & Co LLC
DECREASED
Shares24,425 from 24,693
Change-268 (-1%)
Value$2.6M (-$271.6K)
Filed 2026-10-22
Petros Family Wealth, LLC
INCREASED
Shares24,336 from 22,953
Change+1,383 (+6%)
Value$2.6M (-$76.8K)
Filed 2026-10-28
EPG Wealth Management LLC
DECREASED
Shares24,313 from 25,718
Change-1,405 (-5%)
Value$2.6M (-$403.9K)
Filed 2026-11-03
Cookson Peirce & Co Inc
INCREASED
Shares24,306 from 20,521
Change+3,785 (+18%)
Value$2.6M (+$205.7K)
Filed 2026-10-30
Gradient Capital Advisors, LLC
DECREASED
Shares24,289 from 24,408
Change-119 (0%)
Value$2.6M (-$252.7K)
Filed 2026-10-21
Commonwealth Financial Services, LLC
DECREASED
Shares24,266 from 40,586
Change-16,320 (-40%)
Value$2.6M (-$404.3K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares24,252 from 21,123
Change+3,129 (+15%)
Value$2.6M (+$129.1K)
Filed 2026-11-04
Diversified Management Inc
INCREASED
Shares24,238 from 17,375
Change+6,863 (+40%)
Value$2.6M (+$567.9K)
Filed 2026-10-08
Bingham Private Wealth, LLC
INCREASED
Shares24,184 from 22,794
Change+1,390 (+6%)
Value$2.6M (-$74.4K)
Filed 2026-11-05
BLB&B Advisors, LLC
DECREASED
Shares24,178 from 25,194
Change-1,016 (-4%)
Value$2.6M (-$357.0K)
Filed 2026-10-27
Alhambra Investment Management LLC
DECREASED
Shares24,084 from 24,398
Change-314 (-1%)
Value$2.6M (-$273.6K)
Filed 2026-10-15
Gleason Group, Inc.
DECREASED
Shares24,037 from 24,046
Change-9 (0%)
Value$2.6M (-$237.3K)
Filed 2026-10-15
Elite Wealth Management, Inc.
INCREASED
Shares24,002 from 6,866
Change+17,136 (+250%)
Value$2.6M (+$1.8M)
Filed 2026-11-03
Great Diamond Partners, LLC
INCREASED
Shares23,945 from 15,581
Change+8,364 (+54%)
Value$2.6M (+$747.1K)
Filed 2026-10-13
Cairn Investment Group, Inc.
UNCHANGED
Shares23,936 from 23,936
Change0 (0%)
Value$2.6M (-$236.0K)
Filed 2026-11-04
Bison Wealth, LLC
INCREASED
Shares23,875 from 22,721
Change+1,154 (+5%)
Value$2.8M (+$164.0K)
Filed 2026-10-13
Eads & Heald Wealth Management
INCREASED
Shares23,868 from 23,554
Change+314 (+1%)
Value$2.6M (-$197.7K)
Filed 2026-10-29
Aspen Investment Management Inc
INCREASED
Shares23,767 from 23,704
Change+63 (+0%)
Value$2.6M (-$226.0K)
Filed 2026-11-05
Ti-Trust, Inc
INCREASED
Shares23,767 from 23,729
Change+38 (+0%)
Value$2.6M (-$229.2K)
Filed 2026-10-21
James Investment Research, Inc.
INCREASED
Shares23,662 from 22,816
Change+846 (+4%)
Value$2.5M (-$133.2K)
Filed 2026-10-22
Sawgrass Asset Management LLC
DECREASED
Shares23,653 from 29,888
Change-6,235 (-21%)
Value$2.5M (-$964.9K)
Filed 2026-11-03
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares23,608 from 23,525
Change+83 (+0%)
Value$2.5M (-$222.3K)
Filed 2026-10-13
Boothe Investment Group, Inc.
INCREASED
Shares23,566 from 21,344
Change+2,222 (+10%)
Value$2.5M (+$29.3K)
Filed 2026-10-22
Shrier Wealth Management, LLC
INCREASED
Shares23,491 from 23,409
Change+82 (+0%)
Value$2.5M (-$221.3K)
Filed 2026-10-20
Asset One Wealth Management LLC
INCREASED
Shares23,427 from 10,560
Change+12,867 (+122%)
Value$2.5M (+$1.3M)
Filed 2026-11-02
Fiduciary Alliance LLC
INCREASED
Shares23,414 from 23,148
Change+266 (+1%)
Value$2.5M (-$199.0K)
Filed 2026-10-13
Mechanics Financial Corp
DECREASED
Shares23,173 from 23,253
Change-80 (0%)
Value$2.5M (-$237.2K)
Filed 2026-11-05
Kendall Capital Management
DECREASED
Shares23,118 from 23,236
Change-118 (-1%)
Value$2.5M (-$241.1K)
Filed 2026-10-23
GoalVest Advisory LLC
DECREASED
Shares23,071 from 23,248
Change-177 (-1%)
Value$2.5M (-$247.6K)
Filed 2026-10-02
Investment Research Partners LLC
DECREASED
Shares23,004 from 23,174
Change-170 (-1%)
Value$2.5M (-$246.2K)
Filed 2026-10-19
Versant Capital Management, Inc
DECREASED
Shares22,937 from 23,219
Change-282 (-1%)
Value$2.5M (-$258.5K)
Filed 2026-10-02
Traphagen Investment Advisors LLC
DECREASED
Shares22,774 from 23,523
Change-749 (-3%)
Value$2.5M (-$311.8K)
Filed 2026-10-14
Childress Capital Advisors, LLC
INCREASED
Shares22,653 from 21,315
Change+1,338 (+6%)
Value$2.4M (-$65.5K)
Filed 2026-10-28
Altfest L J & Co Inc
DECREASED
Shares22,552 from 23,858
Change-1,306 (-5%)
Value$2.4M (-$375.1K)
Filed 2026-10-27
Piscataqua Savings Bank
DECREASED
Shares22,479 from 22,729
Change-250 (-1%)
Value$2.4M (-$250.3K)
Filed 2026-10-21
Clearstead Trust, LLC
INCREASED
Shares22,476 from 22,287
Change+189 (+1%)
Value$2.4M (-$198.7K)
Filed 2026-11-06
Novem Group
DECREASED
Shares22,465 from 23,800
Change-1,335 (-6%)
Value$2.4M (-$377.6K)
Filed 2026-10-19
Granite Investment Partners, LLC
DECREASED
Shares22,369 from 24,360
Change-1,991 (-8%)
Value$2.4M (-$453.8K)
Filed 2026-11-04
StrongBox Wealth, LLC
DECREASED
Shares22,280 from 23,155
Change-875 (-4%)
Value$2.4M (-$321.7K)
Filed 2026-11-02
Parisi Gray Wealth Management
INCREASED
Shares22,146 from 22,084
Change+62 (+0%)
Value$2.4M (-$210.5K)
Filed 2026-10-16
United Capital Management of KS, Inc.
DECREASED
Shares22,099 from 22,322
Change-223 (-1%)
Value$2.4M (-$243.4K)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares22,026 from 15,915
Change+6,111 (+38%)
Value$2.4M (+$1.1M)
Filed 2026-10-13
V-Square Quantitative Management LLC
INCREASED
Shares22,024 from 18,455
Change+3,569 (+19%)
Value$2.4M (+$202.7K)
Filed 2026-10-15
YHB Investment Advisors, Inc.
DECREASED
Shares21,869 from 22,047
Change-178 (-1%)
Value$2.4M (-$235.9K)
Filed 2026-10-08
Smithbridge Asset Management Inc
INCREASED
Shares21,722 from 19,722
Change+2,000 (+10%)
Value$2.3M (+$21.4K)
Filed 2026-10-19
ICW Investment Advisors LLC
DECREASED
Shares21,718 from 22,290
Change-572 (-3%)
Value$2.3M (-$280.7K)
Filed 2026-10-27
Adirondack Trust Co
DECREASED
Shares21,685 from 26,297
Change-4,612 (-18%)
Value$2.3M (-$754.9K)
Filed 2026-10-14
St. Louis Trust Co
UNCHANGED
Shares21,676 from 21,676
Change0 (0%)
Value$2.3M (+$1.2M)
Filed 2026-11-03
Grove Bank & Trust
DECREASED
Shares21,478 from 21,873
Change-395 (-2%)
Value$2.3M (-$257.5K)
Filed 2026-10-08
Aspiriant, LLC
DECREASED
Shares21,438 from 21,783
Change-345 (-2%)
Value$2.3M (-$251.2K)
Filed 2026-10-16
Kurv Investment Management LLC
INCREASED
Shares21,298 from 19,550
Change+1,748 (+9%)
Value$2.3M (-$4.0K)
Filed 2026-10-28
Midwest Professional Planners, Ltd.
DECREASED
Shares21,257 from 22,794
Change-1,537 (-7%)
Value$2.3M (-$389.5K)
Filed 2026-10-29
Fortem Financial Group, LLC
INCREASED
Shares21,103 from 20,831
Change+272 (+1%)
Value$2.3M (-$175.6K)
Filed 2026-10-20
Yankcom Partnership
DECREASED
Shares21,064 from 22,500
Change-1,436 (-6%)
Value$2.3M (-$375.7K)
Filed 2026-10-15
G&S Capital LLC
UNCHANGED
Shares20,996 from 20,996
Change0 (0%)
Value$2.3M (-$206.4K)
Filed 2026-10-23
Cassia Capital Partners, LLC
DECREASED
Shares20,953 from 24,000
Change-3,047 (-13%)
Value$2.3M (-$563.9K)
Filed 2026-11-04
Investment Partners, Ltd.
INCREASED
Shares20,938 from 12,978
Change+7,960 (+61%)
Value$2.3M (+$729.1K)
Filed 2026-10-29
Woodward Diversified Capital, LLC
DECREASED
Shares20,927 from 21,607
Change-680 (-3%)
Value$2.3M (-$285.6K)
Filed 2026-10-21
Malaga Cove Capital, LLC
DECREASED
Shares20,926 from 21,292
Change-366 (-2%)
Value$2.3M (-$248.7K)
Filed 2026-10-23
St. Clair Advisors, LLC
UNCHANGED
Shares20,905 from 20,905
Change0 (0%)
Value$2.3M (-$205.5K)
Filed 2026-10-13
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares20,897 from 21,318
Change-421 (-2%)
Value$2.2M (-$254.9K)
Filed 2026-10-22
Aviance Capital Partners, LLC
INCREASED
Shares20,853 from 20,792
Change+61 (+0%)
Value$2.2M (-$197.8K)
Filed 2026-10-29
Mirabaud & Cie SA
DECREASED
Shares20,850 from 21,253
Change-403 (-2%)
Value$2.2M (-$252.3K)
Filed 2026-10-27
Brown, Lisle Ings, Inc.
DECREASED
Shares20,519 from 20,598
Change-79 (0%)
Value$2.2M (-$211.0K)
Filed 2026-10-16
Suncoast Equity Management
INCREASED
Shares20,460 from 14,300
Change+6,160 (+43%)
Value$2.2M (+$522.4K)
Filed 2026-11-03
SYM Financial Corp
INCREASED
Shares20,389 from 19,834
Change+555 (+3%)
Value$2.2M (-$135.2K)
Filed 2026-10-26
Kennebec Savings Bank
DECREASED
Shares20,340 from 22,376
Change-2,036 (-9%)
Value$2.2M (-$439.1K)
Filed 2026-10-22
Atlas Brown,Inc.
DECREASED
Shares20,328 from 20,366
Change-38 (0%)
Value$2.2M (-$204.3K)
Filed 2026-10-09
Jones Kertz & Associates, Inc.
DECREASED
Shares20,318 from 20,705
Change-387 (-2%)
Value$2.2M (-$245.2K)
Filed 2026-10-28
Northern Financial Advisors Inc
DECREASED
Shares20,249 from 20,276
Change-27 (0%)
Value$2.2M (-$202.2K)
Filed 2026-10-29
Little House Capital LLC
INCREASED
Shares20,183 from 17,079
Change+3,104 (+18%)
Value$2.2M (+$166.2K)
Filed 2026-11-06
Bria Capital Group, LLC
INCREASED
Shares20,175 from 18,411
Change+1,764 (+10%)
Value$2.2M (+$8.9K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
DECREASED
Shares20,079 from 20,316
Change-237 (-1%)
Value$2.2M (-$225.1K)
Filed 2026-11-03
Means Investment Co., Inc.
DECREASED
Shares20,072 from 20,144
Change-72 (0%)
Value$2.2M (-$205.7K)
Filed 2026-11-03
Compton Wealth Advisory Group, LLC
DECREASED
Shares20,059 from 30,660
Change-10,601 (-35%)
Value$2.2M (-$1.4M)
Filed 2026-10-13
MH & Associates Securities Management Corp
UNCHANGED
Shares20,037 from 20,037
Change0 (0%)
Value$2.2M (-$197.0K)
Filed 2026-10-30
Lavelle Capital LP
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$2.2M (-$196.6K)
Filed 2026-11-03
Willow Creek Capital Management, Inc.
UNCHANGED
Shares19,890 from 19,890
Change0 (0%)
Value$2.3M ($0)
Filed 2026-10-16
Sentry LLC
DECREASED
Shares19,815 from 21,429
Change-1,614 (-8%)
Value$2.1M (-$384.4K)
Filed 2026-10-30
AdvisorNet Financial, Inc
INCREASED
Shares19,746 from 17,500
Change+2,246 (+13%)
Value$2.2M (+$188.5K)
Filed 2026-10-15
Penn Davis Mcfarland Inc
DECREASED
Shares19,740 from 19,959
Change-219 (-1%)
Value$2.1M (-$219.8K)
Filed 2026-10-23
XXI Wealth, LLC
INCREASED
Shares19,736 from 18,496
Change+1,240 (+7%)
Value$2.1M (-$48.4K)
Filed 2026-10-22
Winthrop Advisory Group LLC
INCREASED
Shares19,709 from 19,269
Change+440 (+2%)
Value$2.1M (-$142.0K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
INCREASED
Shares19,677 from 19,666
Change+11 (+0%)
Value$2.1M (-$183.3K)
Filed 2026-11-02
Lyell Wealth Management, LP
INCREASED
Shares19,657 from 18,905
Change+752 (+4%)
Value$2.1M (-$104.9K)
Filed 2026-10-30
Woodard & Co Asset Management Group Inc
DECREASED
Shares19,631 from 20,439
Change-808 (-4%)
Value$2.1M (-$287.9K)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares19,580 from 18,195
Change+1,385 (+8%)
Value$2.3M (+$121.1K)
Filed 2026-10-13
Brady Martz Wealth Solutions, LLC
DECREASED
Shares19,577 from 20,468
Change-891 (-4%)
Value$2.1M (-$297.1K)
Filed 2026-11-05
Neumann Capital Management, LLC
NEW
Shares19,506
Change+19,506
Value$2.1M
Filed 2026-10-15
Liberty Capital Management, Inc.
UNCHANGED
Shares19,491 from 19,491
Change0 (0%)
Value$2.1M (-$191.6K)
Filed 2026-11-02
Tred Avon Family Wealth, LLC
DECREASED
Shares19,427 from 19,703
Change-276 (-1%)
Value$2.1M (-$223.3K)
Filed 2026-10-20
Oak Thistle LLC
NEW
Shares19,388
Change+19,388
Value$2.1M
Filed 2026-10-21
Appleton Partners Inc
DECREASED
Shares19,379 from 19,543
Change-164 (-1%)
Value$2.1M (-$210.0K)
Filed 2026-10-30
Byrne Asset Management LLC
DECREASED
Shares19,335 from 20,330
Change-995 (-5%)
Value$2.1M (-$285.1K)
Filed 2026-10-06
Wernau Asset Management Inc.
INCREASED
Shares19,254 from 19,207
Change+47 (+0%)
Value$2.1M (-$183.7K)
Filed 2026-10-19
Grant Private Wealth Management Inc
INCREASED
Shares19,245 from 12,374
Change+6,871 (+56%)
Value$2.1M (+$617.9K)
Filed 2026-10-19
J.Safra Asset Management Corp
INCREASED
Shares19,225 from 18,991
Change+234 (+1%)
Value$2.1M (-$161.5K)
Filed 2026-11-03
Tower View Wealth Management LLC
INCREASED
Shares19,051 from 18,506
Change+545 (+3%)
Value$2.1M (-$123.2K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
DECREASED
Shares19,039 from 20,089
Change-1,050 (-5%)
Value$2.2M (-$18.4K)
Filed 2026-10-19
LFG Wealth Partners, LLC
INCREASED
Shares19,034 from 17,558
Change+1,476 (+8%)
Value$2.0M (-$13.7K)
Filed 2026-10-28
Kentucky Trust Co
DECREASED
Shares18,714 from 18,981
Change-267 (-1%)
Value$2.0M (-$215.3K)
Filed 2026-10-15
Bank of New Hampshire
DECREASED
Shares18,705 from 18,950
Change-245 (-1%)
Value$2.0M (-$212.6K)
Filed 2026-10-06
St. Johns Investment Management Company, LLC
INCREASED
Shares18,624 from 18,059
Change+565 (+3%)
Value$2.0M (-$116.7K)
Filed 2026-10-30
Beese Fulmer Investment Management, Inc.
INCREASED
Shares18,598 from 17,904
Change+694 (+4%)
Value$2.0M (-$101.3K)
Filed 2026-10-23
Catalyst Capital Advisors LLC
DECREASED
Shares18,557 from 19,016
Change-459 (-2%)
Value$2.0M (-$236.3K)
Filed 2026-11-02
Chapin Davis, Inc.
DECREASED
Shares18,528 from 19,172
Change-644 (-3%)
Value$2.0M (-$257.8K)
Filed 2026-10-09
Wealth Architects, LLC
DECREASED
Shares18,518 from 19,294
Change-776 (-4%)
Value$2.0M (-$273.3K)
Filed 2026-11-03
West Paces Advisors Inc.
INCREASED
Shares18,502 from 17,865
Change+637 (+4%)
Value$2.0M (-$107.0K)
Filed 2026-10-13
Waycross Investment Management Co
DECREASED
Shares18,408 from 18,557
Change-149 (-1%)
Value$2.0M (-$198.5K)
Filed 2026-10-14
Penbrook Management LLC
UNCHANGED
Shares18,350 from 18,350
Change0 (0%)
Value$2.0M (-$180.4K)
Filed 2026-10-16
Gen-Wealth Partners Inc
DECREASED
Shares18,347 from 24,204
Change-5,857 (-24%)
Value$2.0M (-$868.4K)
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares18,278 from 17,540
Change+738 (+4%)
Value$2.0M (-$93.0K)
Filed 2026-11-05
Compass Financial Management LLC
DECREASED
Shares18,231 from 22,227
Change-3,996 (-18%)
Value$2.0M (-$686.3K)
Filed 2026-10-30
First City Capital Management, Inc.
DECREASED
Shares18,200 from 18,209
Change-9 (0%)
Value$2.0M (-$180.0K)
Filed 2026-10-27
Summit Investment Advisors, Inc.\KS
INCREASED
Shares18,139 from 18,032
Change+107 (+1%)
Value$2.0M (-$165.7K)
Filed 2026-11-05
Davidson Trust Co
DECREASED
Shares18,055 from 18,306
Change-251 (-1%)
Value$1.9M (-$207.0K)
Filed 2026-10-09
Moneco Advisors, LLC
INCREASED
Shares18,044 from 16,807
Change+1,237 (+7%)
Value$1.9M (-$32.1K)
Filed 2026-11-05
Vestor Capital, LLC
INCREASED
Shares18,008 from 1,285
Change+16,723 (+1301%)
Value$661 (+$542)
Filed 2026-11-04
Hilltop National Bank
DECREASED
Shares17,999 from 19,685
Change-1,686 (-9%)
Value$1.9M (-$375.0K)
Filed 2026-10-14
Allen Capital Group, LLC
DECREASED
Shares17,991 from 18,070
Change-79 (0%)
Value$1.9M (-$186.1K)
Filed 2026-10-27
Able Financial Group, LLC
DECREASED
Shares17,904 from 19,168
Change-1,264 (-7%)
Value$1.9M (-$324.4K)
Filed 2026-10-14
Herold Advisors, Inc.
DECREASED
Shares17,885 from 18,185
Change-300 (-2%)
Value$1.9M (-$206.0K)
Filed 2026-10-19
S.A. Mason LLC
INCREASED
Shares17,863 from 11,613
Change+6,250 (+54%)
Value$1.9M (+$558.5K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares17,824 from 18,324
Change-500 (-3%)
Value$1.9M (-$233.9K)
Filed 2026-10-07
Founders Financial Securities LLC
INCREASED
Shares17,807 from 17,728
Change+79 (+0%)
Value$1.9M (-$165.8K)
Filed 2026-10-28
Strategic Blueprint, LLC
INCREASED
Shares17,791 from 17,437
Change+354 (+2%)
Value$1.9M (-$133.3K)
Filed 2026-10-22
Tobam
INCREASED
Shares17,697 from 842
Change+16,855 (+2002%)
Value$1.9M (+$1.8M)
Filed 2026-11-03
Spirit of America Management Corp
INCREASED
Shares17,650 from 17,450
Change+200 (+1%)
Value$1.9M (-$150.0K)
Filed 2026-10-14
Guardian Investment Management
UNCHANGED
Shares17,645 from 17,645
Change0 (0%)
Value$1.9M (-$173.4K)
Filed 2026-10-23
Bigelow Investment Advisors, LLC
DECREASED
Shares17,560 from 18,037
Change-477 (-3%)
Value$1.9M (-$228.6K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
INCREASED
Shares17,532 from 17,507
Change+25 (+0%)
Value$1.9M (-$169.4K)
Filed 2026-10-21
bLong Financial, LLC
UNCHANGED
Shares17,515 from 17,515
Change0 (0%)
Value$1.9M (-$172.2K)
Filed 2026-10-29
Canopy Partners, LLC
INCREASED
Shares17,508 from 16,917
Change+591 (+3%)
Value$1.9M (-$102.7K)
Filed 2026-10-28
Iams Wealth Management, LLC
INCREASED
Shares17,460 from 16,304
Change+1,156 (+7%)
Value$1.9M (-$35.9K)
Filed 2026-10-15
Klingman & Associates, LLC
INCREASED
Shares17,452 from 16,227
Change+1,225 (+8%)
Value$1.9M (-$27.7K)
Filed 2026-10-20
Atlatl Advisers LLC
INCREASED
Shares17,445 from 3,020
Change+14,425 (+478%)
Value$1.9M (+$1.5M)
Filed 2026-10-22
Aspire Private Capital, LLC
DECREASED
Shares17,355 from 17,584
Change-229 (-1%)
Value$1.9M (-$197.5K)
Filed 2026-11-05
Everest Financial Group LLC
INCREASED
Shares17,338 from 5,219
Change+12,119 (+232%)
Value$1.9M (+$1.3M)
Filed 2026-11-06
Enterprise Financial Services Corp
DECREASED
Shares17,285 from 17,709
Change-424 (-2%)
Value$1.9M (-$219.7K)
Filed 2026-11-03
Kelleher Financial Advisors
DECREASED
Shares17,282 from 32,580
Change-15,298 (-47%)
Value$1.9M (-$2.0M)
Filed 2026-10-30
Cyr Financial Inc.
INCREASED
Shares17,244 from 16,560
Change+684 (+4%)
Value$1.9M (-$89.2K)
Filed 2026-10-16
Intrua Financial, LLC
DECREASED
Shares17,216 from 18,125
Change-909 (-5%)
Value$1.9M (-$276.0K)
Filed 2026-10-28
Triad Wealth Partners, LLC
DECREASED
Shares17,214 from 17,328
Change-114 (-1%)
Value$1.9M (-$155.0K)
Filed 2026-10-26
LeConte Wealth Management, LLC
DECREASED
Shares17,131 from 17,195
Change-64 (0%)
Value$1.8M (-$175.9K)
Filed 2026-10-20
Sky Investment Group LLC
INCREASED
Shares17,118 from 10,823
Change+6,295 (+58%)
Value$1.8M (+$571.1K)
Filed 2026-10-30
Flynn Zito Capital Management, LLC
INCREASED
Shares17,112 from 17,086
Change+26 (+0%)
Value$1.8M (-$165.2K)
Filed 2026-11-04
CV Advisors LLC
UNCHANGED
Shares17,100 from 17,100
Change0 (0%)
Value$1.8M (-$168.1K)
Filed 2026-10-13
Monument Capital Management
DECREASED
Shares17,096 from 17,180
Change-84 (0%)
Value$1.8M (-$177.9K)
Filed 2026-10-09
Plancorp, LLC
DECREASED
Shares16,992 from 17,455
Change-463 (-3%)
Value$1.8M (-$305.7K)
Filed 2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares16,954 from 21,527
Change-4,573 (-21%)
Value$1.8M (-$703.8K)
Filed 2026-10-15
Pinion Investment Advisors, LLC
DECREASED
Shares16,911 from 17,971
Change-1,060 (-6%)
Value$1.8M (-$290.7K)
Filed 2026-11-04
Natural Investments, LLC
INCREASED
Shares16,808 from 16,082
Change+726 (+5%)
Value$1.8M (-$79.0K)
Filed 2026-11-06
DMC Group, LLC
DECREASED
Shares16,807 from 18,006
Change-1,199 (-7%)
Value$1.8M (-$306.0K)
Filed 2026-10-26
Athena Wealth Management, LLC
DECREASED
Shares16,758 from 17,607
Change-849 (-5%)
Value$1.8M (-$264.4K)
Filed 2026-10-09
Oslo Pensjonsforsikring AS
UNCHANGED
Shares16,702 from 16,702
Change0 (0%)
Value$1.8M (-$164.2K)
Filed 2026-10-15
Sage Rhino Capital LLC
DECREASED
Shares16,596 from 16,619
Change-23 (0%)
Value$1.8M (-$165.8K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
DECREASED
Shares16,537 from 16,778
Change-241 (-1%)
Value$1.8M (-$190.9K)
Filed 2026-10-21
Shepherd Financial Partners LLC
DECREASED
Shares16,506 from 17,129
Change-623 (-4%)
Value$1.8M (-$235.4K)
Filed 2026-11-03
Portside Wealth Group, LLC
DECREASED
Shares16,498 from 40,212
Change-23,714 (-59%)
Value$1.8M (-$2.9M)
Filed 2026-10-20
E&G Advisors, LLC
DECREASED
Shares16,466 from 16,646
Change-180 (-1%)
Value$1.8M (-$183.0K)
Filed 2026-10-13
L. Roy Papp & Associates, LLP
DECREASED
Shares16,450 from 16,895
Change-445 (-3%)
Value$1.8M (-$214.0K)
Filed 2026-10-21
Souders Financial Advisors
INCREASED
Shares16,434 from 16,066
Change+368 (+2%)
Value$1.8M (-$118.4K)
Filed 2026-11-03
Westwind Capital
NEW
Shares16,431
Change+16,431
Value$1.8M
Filed 2026-10-08
Etesian Wealth Advisors, Inc.
DECREASED
Shares16,429 from 16,794
Change-365 (-2%)
Value$1.8M (-$204.4K)
Filed 2026-10-27
Archer Investment Management, LLC
INCREASED
Shares16,386 from 2,366
Change+14,020 (+593%)
Value$1.8M (+$1.5M)
Filed 2026-10-13
Bfsg, LLC
DECREASED
Shares16,346 from 16,505
Change-159 (-1%)
Value$1.8M (-$179.4K)
Filed 2026-10-30
Orser Capital Management, LLC
INCREASED
Shares16,343 from 13,570
Change+2,773 (+20%)
Value$1.8M (+$165.1K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares16,336 from 4,996
Change+11,340 (+227%)
Value$1.8M (+$1.2M)
Filed 2026-10-30
Cambridge Advisors Inc.
DECREASED
Shares16,336 from 16,506
Change-170 (-1%)
Value$1.8M (-$180.6K)
Filed 2026-10-19
Finer Wealth Management, Inc.
DECREASED
Shares16,333 from 16,334
Change-1 (0%)
Value$1.8M (-$160.7K)
Filed 2026-10-16
Zions Bancorporation, National Association
DECREASED
Shares16,326 from 17,730
Change-1,404 (-8%)
Value$1.8M (-$325.4K)
Filed 2026-11-06
Revolve Wealth Partners, LLC
DECREASED
Shares16,260 from 18,383
Change-2,123 (-12%)
Value$1.8M (-$409.2K)
Filed 2026-10-23
SkyOak Wealth, LLC
DECREASED
Shares16,155 from 16,470
Change-315 (-2%)
Value$1.7M (-$195.8K)
Filed 2026-10-28
Connecticut Wealth Management, LLC
INCREASED
Shares16,148 from 15,486
Change+662 (+4%)
Value$1.7M (-$81.0K)
Filed 2026-10-13
Hudock, Inc.
DECREASED
Shares16,130 from 16,312
Change-182 (-1%)
Value$1.7M (-$180.0K)
Filed 2026-10-14
Landmark Wealth Management, LLC
DECREASED
Shares16,123 from 16,128
Change-5 (0%)
Value$1.7M (-$159.1K)
Filed 2026-11-03
Flywheel Private Wealth LLC
DECREASED
Shares16,041 from 16,081
Change-40 (0%)
Value$1.7M (-$162.4K)
Filed 2026-11-02
Kenora Financial, LLC
UNCHANGED
Shares15,982 from 15,982
Change0 (0%)
Value$1.7M (-$157.1K)
Filed 2026-10-20
BKM Wealth Management, LLC
DECREASED
Shares15,975 from 28,627
Change-12,652 (-44%)
Value$1.7M (-$1.6M)
Filed 2026-10-22
Zevenbergen Capital Investments LLC
DECREASED
Shares15,905 from 16,090
Change-185 (-1%)
Value$1.7M (-$178.1K)
Filed 2026-10-08
Encompass Wealth Advisors, LLC
INCREASED
Shares15,882 from 7,507
Change+8,375 (+112%)
Value$1.7M (+$827.5K)
Filed 2026-10-15
Philip James Wealth Mangement, LLC
DECREASED
Shares15,855 from 19,393
Change-3,538 (-18%)
Value$1.7M (-$571.4K)
Filed 2026-10-27
Pacific Sage Partners, LLC
DECREASED
Shares15,844 from 15,880
Change-36 (0%)
Value$1.7M (-$160.0K)
Filed 2026-10-21
Zullo Investment Group, Inc.
DECREASED
Shares15,778 from 15,860
Change-82 (-1%)
Value$1.7M (-$164.7K)
Filed 2026-10-20
Allen Investment Management, LLC
INCREASED
Shares15,743 from 15,177
Change+566 (+4%)
Value$1.7M (-$88.3K)
Filed 2026-11-03
Financial Management Professionals, Inc.
DECREASED
Shares15,740 from 17,382
Change-1,642 (-9%)
Value$1.7M (-$347.6K)
Filed 2026-10-23
Neville Rodie & Shaw Inc
UNCHANGED
Shares15,727 from 15,727
Change0 (0%)
Value$1.7K (-$1.8M)
Filed 2026-10-05
GraniteShares Advisors LLC
INCREASED
Shares15,723 from 15,418
Change+305 (+2%)
Value$1.7M (-$118.7K)
Filed 2026-10-29
Princeton Capital Management LLC
DECREASED
Shares15,681 from 16,008
Change-327 (-2%)
Value$1.7M (-$192.5K)
Filed 2026-10-27
IVC Wealth Advisors LLC
DECREASED
Shares15,601 from 17,074
Change-1,473 (-9%)
Value$1.7M (-$326.4K)
Filed 2026-10-23
FSM Wealth Advisors, LLC
DECREASED
Shares15,596 from 15,866
Change-270 (-2%)
Value$1.8M (-$71.9K)
Filed 2026-10-27
Thrive Wealth Management, LLC
DECREASED
Shares15,587 from 15,758
Change-171 (-1%)
Value$1.7M (-$173.3K)
Filed 2026-10-13
Aries Wealth Management
UNCHANGED
Shares15,559 from 15,559
Change0 (0%)
Value$1.7M (-$152.9K)
Filed 2026-10-23
Insight Wealth Partners, LLC
DECREASED
Shares15,531 from 15,539
Change-8 (0%)
Value$1.7M (-$153.6K)
Filed 2026-10-26
Westside Investment Management, Inc.
INCREASED
Shares15,501 from 15,317
Change+184 (+1%)
Value$1.7M (-$123.5K)
Filed 2026-11-02
Accredited Investors Inc.
INCREASED
Shares15,497 from 12,951
Change+2,546 (+20%)
Value$1.7M (+$146.6K)
Filed 2026-11-03
Focus Wealth Advisors, LLC
DECREASED
Shares15,487 from 15,626
Change-139 (-1%)
Value$1.7M (-$168.6K)
Filed 2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares15,460 from 15,307
Change+153 (+1%)
Value$1.6M (-$67.9K)
Filed 2026-10-21
American Financial & TAX Strategies Inc
UNCHANGED
Shares15,381 from 15,381
Change0 (0%)
Value$1.7M (-$151.2K)
Filed 2026-10-16
Prudent Man Advisors, LLC
DECREASED
Shares15,378 from 15,822
Change-444 (-3%)
Value$1.7M (-$203.3K)
Filed 2026-11-03
Keudell ison Wealth Management
DECREASED
Shares15,357 from 15,422
Change-65 (0%)
Value$1.7M (-$158.6K)
Filed 2026-10-16
Personal CFO Solutions, LLC
DECREASED
Shares15,338 from 17,765
Change-2,427 (-14%)
Value$1.7M (-$435.9K)
Filed 2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED
Shares15,277 from 19,108
Change-3,831 (-20%)
Value$1.6M (-$600.2K)
Filed 2026-10-28
Roman Butler Fullerton & Co
INCREASED
Shares15,262 from 14,059
Change+1,203 (+9%)
Value$1.6M (-$51.2K)
Filed 2026-10-27
Axiom Investment Management LLC
DECREASED
Shares15,205 from 15,749
Change-544 (-3%)
Value$1.6M (-$213.3K)
Filed 2026-11-03
Creekside Partners
DECREASED
Shares15,133 from 15,219
Change-86 (-1%)
Value$1.6M (-$158.9K)
Filed 2026-11-04
WoodTrust Financial Corp
UNCHANGED
Shares15,123 from 15,123
Change0 (0%)
Value$1.6M (-$148.0K)
Filed 2026-10-09
Sterling Capital Management LLC
DECREASED
Shares15,095 from 47,043
Change-31,948 (-68%)
Value$1.6M (-$3.9M)
Filed 2026-10-22
Reynders McVeigh Capital Management, LLC
DECREASED
Shares15,077 from 15,361
Change-284 (-2%)
Value$1.6M (-$181.3K)
Filed 2026-10-30
Advisory Solutions Group, LLC
INCREASED
Shares15,066 from 7,478
Change+7,588 (+101%)
Value$1.6M (+$743.2K)
Filed 2026-10-14
Institute for Wealth Management, Llc.
DECREASED
Shares15,012 from 15,073
Change-61 (0%)
Value$1.6M (-$154.7K)
Filed 2026-11-06
Viking Fund Management LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$1.6M (-$147.5K)
Filed 2026-10-14
Pines Wealth Management, LLC
DECREASED
Shares14,980 from 15,203
Change-223 (-1%)
Value$1.6M (-$173.4K)
Filed 2026-10-21
Lee Financial Co
INCREASED
Shares14,976 from 14,612
Change+364 (+2%)
Value$1.6M (-$104.5K)
Filed 2026-10-16
Clarity Wealth Advisors, LLC
DECREASED
Shares14,972 from 15,005
Change-33 (0%)
Value$1.6M (-$151.0K)
Filed 2026-10-21
Thayer Partners, LLC / MA
INCREASED
Shares14,953 from 14,236
Change+717 (+5%)
Value$1.6M (-$62.8K)
Filed 2026-11-06
MBL Wealth, LLC
INCREASED
Shares14,942 from 13,388
Change+1,554 (+12%)
Value$1.6M (+$35.7K)
Filed 2026-10-22
Perryman Financial Advisory Inc
INCREASED
Shares14,934 from 14,882
Change+52 (+0%)
Value$1.6M (-$140.7K)
Filed 2026-10-16
Insight 2811, Inc.
DECREASED
Shares14,887 from 15,036
Change-149 (-1%)
Value$1.6M (-$163.8K)
Filed 2026-11-06
Saxon Interests, Inc.
DECREASED
Shares14,886 from 15,963
Change-1,077 (-7%)
Value$1.6M (-$272.9K)
Filed 2026-10-26
Value Partners Investments Inc.
INCREASED
Shares14,853 from 13,273
Change+1,580 (+12%)
Value$1.6M (+$44.8K)
Filed 2026-10-19
Meitav Investment House LTD
DECREASED
Shares14,846 from 20,130
Change-5,284 (-26%)
Value$1.6M (-$767.8K)
Filed 2026-10-28
Formidable Asset Management, LLC
DECREASED
Shares14,828 from 15,130
Change-302 (-2%)
Value$1.7M (+$567.8K)
Filed 2026-11-03
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares14,819 from 16,207
Change-1,388 (-9%)
Value$1.6M (-$308.7K)
Filed 2026-10-08
Emerald Advisors, LLC
DECREASED
Shares14,800 from 20,846
Change-6,046 (-29%)
Value$1.6M (-$855.7K)
Filed 2026-10-13
United Advisor Group, LLC
DECREASED
Shares14,723 from 15,811
Change-1,088 (-7%)
Value$1.6M (-$272.5K)
Filed 2026-11-03
Seek First Inc.
INCREASED
Shares14,708 from 14,479
Change+229 (+2%)
Value$1.6M (-$117.7K)
Filed 2026-10-27
Retirement Planning Group, LLC
INCREASED
Shares14,704 from 14,098
Change+606 (+4%)
Value$1.6M (-$73.3K)
Filed 2026-10-19
BXM Wealth LLC
UNCHANGED
Shares14,672 from 14,672
Change0 (0%)
Value$1.6M (-$144.2K)
Filed 2026-11-03
Renaissance Investment Group LLC
INCREASED
Shares14,612 from 14,516
Change+96 (+1%)
Value$1.6M (-$132.4K)
Filed 2026-10-28
Outlook Wealth Advisors, LLC
DECREASED
Shares14,551 from 15,334
Change-783 (-5%)
Value$1.6M (-$235.0K)
Filed 2026-10-28
Opal Wealth Advisors, LLC
DECREASED
Shares14,550 from 15,039
Change-489 (-3%)
Value$1.6M (-$200.5K)
Filed 2026-10-16
LCM Capital Management Inc
DECREASED
Shares14,534 from 14,712
Change-178 (-1%)
Value$1.6M (-$163.7K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
INCREASED
Shares14,501 from 10,897
Change+3,604 (+33%)
Value$1.6M (+$280.8K)
Filed 2026-10-29
Granite Islands Private Wealth, LLC
INCREASED
Shares14,498 from 13,793
Change+705 (+5%)
Value$1.6M (-$57.5K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares14,435 from 10,505
Change+3,930 (+37%)
Value$1.6M (+$340.3K)
Filed 2026-11-05
Vicus Capital
INCREASED
Shares14,432 from 10,754
Change+3,678 (+34%)
Value$1.6M (+$290.1K)
Filed 2026-11-05
ANB Bank
DECREASED
Shares14,367 from 15,996
Change-1,629 (-10%)
Value$1.5M (-$332.6K)
Filed 2026-10-09
Range Financial Group LLC
DECREASED
Shares14,365 from 14,818
Change-453 (-3%)
Value$1.5M (-$194.4K)
Filed 2026-10-21
MTM Investment Management, LLC
DECREASED
Shares14,360 from 14,551
Change-191 (-1%)
Value$1.5M (-$163.6K)
Filed 2026-10-30
Meadow Creek Wealth Advisors LLC
DECREASED
Shares14,290 from 14,454
Change-164 (-1%)
Value$1.5M (-$159.7K)
Filed 2026-11-02
Juncture Wealth Strategies, LLC
DECREASED
Shares14,290 from 14,450
Change-160 (-1%)
Value$1.5M (-$159.3K)
Filed 2026-10-06
Eagle Wealth Advisors LLC
INCREASED
Shares14,249 from 13,846
Change+403 (+3%)
Value$1.5M (-$92.7K)
Filed 2026-10-20
Jnba Financial Advisors
INCREASED
Shares14,238 from 13,754
Change+484 (+4%)
Value$1.5M (-$83.1K)
Filed 2026-11-03
CWS Financial Advisors, LLC
INCREASED
Shares14,195 from 14,191
Change+4 (+0%)
Value$1.5M (-$139.0K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
DECREASED
Shares14,134 from 14,472
Change-338 (-2%)
Value$1.5M (-$178.6K)
Filed 2026-10-13
Promethium Advisors,llc
DECREASED
Shares14,134 from 14,459
Change-325 (-2%)
Value$1.5M (-$177.1K)
Filed 2026-10-19
TCI Wealth Advisors, Inc.
INCREASED
Shares14,127 from 12,406
Change+1,721 (+14%)
Value$1.5M (+$63.2K)
Filed 2026-10-30
KRS Capital Management, LLC
INCREASED
Shares14,125 from 13,303
Change+822 (+6%)
Value$1.5M (-$42.3K)
Filed 2026-10-16
Adelphi Trust Co
DECREASED
Shares14,099 from 14,612
Change-513 (-4%)
Value$1.5M (-$198.9K)
Filed 2026-10-05
Tower Trust & Investment Co
INCREASED
Shares14,099 from 13,693
Change+406 (+3%)
Value$1.5M (-$90.9K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares14,074 from 16,949
Change-2,875 (-17%)
Value$1.5M (-$476.0K)
Filed 2026-10-26
Blueprint Investment Partners LLC
DECREASED
Shares14,048 from 16,963
Change-2,915 (-17%)
Value$1.5M (-$480.4K)
Filed 2026-10-28
USA Financial Formulas
NEW
Shares14,037
Change+14,037
Value$1.5M
Filed 2026-10-16
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares14,028 from 14,028
Change0 (0%)
Value$1.5M (-$137.9K)
Filed 2026-10-30
Elyxium Wealth, LLC
INCREASED
Shares14,015 from 12,900
Change+1,115 (+9%)
Value$1.5M (-$6.9K)
Filed 2026-10-27
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares14,014 from 14,014
Change0 (0%)
Value$1.5M (-$137.8K)
Filed 2026-11-05
McAdam, LLC
INCREASED
Shares13,983 from 12,971
Change+1,012 (+8%)
Value$1.5M (-$18.6K)
Filed 2026-10-21
BayBridge Capital Group, LLC
DECREASED
Shares13,973 from 14,613
Change-640 (-4%)
Value$1.5M (-$212.6K)
Filed 2026-10-13
Platform Technology Partners
DECREASED
Shares13,931 from 13,970
Change-39 (0%)
Value$1.5M (-$141.5K)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED
Shares13,919 from 13,639
Change+280 (+2%)
Value$1.5M (-$104.0K)
Filed 2026-10-15
Valley National Advisers Inc
DECREASED
Shares13,885 from 13,913
Change-28 (0%)
Value$1.5M (-$139.8K)
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares13,876
Change+13,876
Value$1.5M
Filed 2026-10-28
Legacy Wealth Asset Management, LLC
INCREASED
Shares13,871 from 13,287
Change+584 (+4%)
Value$1.5M (-$67.8K)
Filed 2026-10-09
Michels Family Financial, LLC
DECREASED
Shares13,851 from 13,907
Change-56 (0%)
Value$1.5M (-$142.8K)
Filed 2026-11-02
JGP Wealth Management, LLC
DECREASED
Shares13,784 from 15,964
Change-2,180 (-14%)
Value$1.5M (-$391.6K)
Filed 2026-10-13
Stokes Capital Advisors, LLC
INCREASED
Shares13,775 from 13,391
Change+384 (+3%)
Value$1.5M (-$90.3K)
Filed 2026-10-09
First County Bank
DECREASED
Shares13,745 from 14,697
Change-952 (-6%)
Value$1.5M (-$246.9K)
Filed 2026-10-13
Tortuga Wealth Management, Inc
DECREASED
Shares13,745 from 14,146
Change-401 (-3%)
Value$1.5M (-$182.1K)
Filed 2026-10-27
High Net Worth Advisory Group LLC
UNCHANGED
Shares13,704 from 13,704
Change0 (0%)
Value$1.5M (-$134.7K)
Filed 2026-10-26
Washington Capital Management, Inc
DECREASED
Shares13,615 from 15,725
Change-2,110 (-13%)
Value$1.5M (-$381.7K)
Filed 2026-10-19
DCF Advisers, LLC
DECREASED
Shares13,500 from 40,000
Change-26,500 (-66%)
Value$1.5M (-$3.2M)
Filed 2026-11-04
Simon Quick Advisors, LLC
INCREASED
Shares13,500 from 9,354
Change+4,146 (+44%)
Value$1.5M (+$354.2K)
Filed 2026-10-26
Core Wealth Partners LLC
INCREASED
Shares13,487 from 12,532
Change+955 (+8%)
Value$1.5M (-$20.4K)
Filed 2026-11-02
Verus Capital Partners, LLC
INCREASED
Shares13,485 from 8,769
Change+4,716 (+54%)
Value$1.5M (+$421.3K)
Filed 2026-11-03
Midland Wealth Advisors, LLC
DECREASED
Shares13,420 from 16,420
Change-3,000 (-18%)
Value$1.4M (-$484.3K)
Filed 2026-10-26
Washington Trust Bank
INCREASED
Shares13,418 from 12,675
Change+743 (+6%)
Value$1.4M (-$44.6K)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares13,397 from 9,641
Change+3,756 (+39%)
Value$1.4M (+$309.4K)
Filed 2026-10-16
C WorldWide Group Holding A/S
INCREASED
Shares13,369 from 10,167
Change+3,202 (+31%)
Value$1.4M (+$245.0K)
Filed 2026-11-04
MFA Wealth Services
DECREASED
Shares13,313 from 13,627
Change-314 (-2%)
Value$1.4M (-$167.8K)
Filed 2026-10-14
GFS Advisors, LLC
DECREASED
Shares13,303 from 23,753
Change-10,450 (-44%)
Value$1.4M (+$1.3M)
Filed 2026-11-03
Foguth Wealth Management, Llc.
INCREASED
Shares13,284 from 13,261
Change+23 (+0%)
Value$1.4M (-$41.5K)
Filed 2026-10-19
BOS Asset Management, LLC
DECREASED
Shares13,280 from 13,771
Change-491 (-4%)
Value$1.4M (-$188.2K)
Filed 2026-10-09
Brandywine OAK Private Wealth LLC
INCREASED
Shares13,222 from 12,994
Change+228 (+2%)
Value$1.4M (-$103.2K)
Filed 2026-10-23
Investment Partners Asset Management, Inc.
INCREASED
Shares13,209 from 13,204
Change+5 (+0%)
Value$1.4M (-$129.3K)
Filed 2026-10-09
Hickory Point Bank & Trust
DECREASED
Shares13,183 from 13,500
Change-317 (-2%)
Value$1.4M (-$166.8K)
Filed 2026-10-01
Tannin Capital LLC
DECREASED
Shares13,165 from 14,596
Change-1,431 (-10%)
Value$1.4M (-$297.5K)
Filed 2026-11-05
RS Crum Inc.
UNCHANGED
Shares13,133 from 13,133
Change0 (0%)
Value$1.4M (-$129.1K)
Filed 2026-10-19
Ignite Planners, LLC
INCREASED
Shares13,124 from 12,473
Change+651 (+5%)
Value$1.4M (-$49.0K)
Filed 2026-10-14
Martin Capital Advisors, LLP
DECREASED
Shares13,058 from 13,200
Change-142 (-1%)
Value$1.4M (-$145.0K)
Filed 2026-10-15
Quadrant Private Wealth Management, LLC
INCREASED
Shares13,054 from 12,554
Change+500 (+4%)
Value$1.4M (-$69.5K)
Filed 2026-11-04
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$1.4M (-$127.8K)
Filed 2026-11-06
Whitener Capital Management, Inc.
DECREASED
Shares12,984 from 13,109
Change-125 (-1%)
Value$1.4M (-$142.4K)
Filed 2026-10-15
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares12,982 from 12,982
Change0 (0%)
Value$1.4M (-$127.6K)
Filed 2026-10-30
Independence Bank of Kentucky
DECREASED
Shares12,971 from 13,421
Change-450 (-3%)
Value$1.4M (-$180.4K)
Filed 2026-10-26
True Private Wealth Advisors
INCREASED
Shares12,900 from 12,883
Change+17 (+0%)
Value$1.4M (-$124.8K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
UNCHANGED
Shares12,892 from 12,892
Change0 (0%)
Value$1.4M (-$126.7K)
Filed 2026-10-14
Persium Advisors, LLC
DECREASED
Shares12,850 from 13,251
Change-401 (-3%)
Value$1.4M (-$173.4K)
Filed 2026-10-07
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares12,806 from 13,111
Change-305 (-2%)
Value$1.4M (-$161.7K)
Filed 2026-10-26
Almanack Investment Partners, Llc.
INCREASED
Shares12,791 from 12,026
Change+765 (+6%)
Value$1.4M (-$35.9K)
Filed 2026-11-03
Kercheville Advisors, LLC
DECREASED
Shares12,774 from 12,815
Change-41 (0%)
Value$1.4M (-$130.4K)
Filed 2026-10-19
HMV Wealth Advisors, LLC
INCREASED
Shares12,713 from 12,175
Change+538 (+4%)
Value$1.4M (-$61.8K)
Filed 2026-10-27
Cromwell Holdings LLC
DECREASED
Shares12,689 from 13,332
Change-643 (-5%)
Value$1.4M (-$200.3K)
Filed 2026-10-28
FIG Financial Advisory Services Inc
NEW
Shares12,650
Change+12,650
Value$1.4M
Filed 2026-10-07
Sheets Smith Wealth Management
INCREASED
Shares12,636 from 12,626
Change+10 (+0%)
Value$1.4M (-$123.1K)
Filed 2026-10-16
United Asset Strategies, Inc.
INCREASED
Shares12,630 from 12,125
Change+505 (+4%)
Value$1.4M (-$64.8K)
Filed 2026-10-28
Interchange Capital Partners, LLC
INCREASED
Shares12,617 from 11,946
Change+671 (+6%)
Value$1.4M (-$45.2K)
Filed 2026-10-28
Forum Financial Management, LP
DECREASED
Shares12,570 from 12,590
Change-20 (0%)
Value$1.4M (-$125.8K)
Filed 2026-10-16
Golden Reserve Retirement LLC
INCREASED
Shares12,536 from 8,427
Change+4,109 (+49%)
Value$1.3M (+$359.4K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares12,527 from 11,076
Change+1,451 (+13%)
Value$1.3M (+$47.3K)
Filed 2026-10-21
Gibbs Wealth Management
DECREASED
Shares12,501 from 18,792
Change-6,291 (-33%)
Value$1.3M (-$861.8K)
Filed 2026-10-22
Raleigh Capital Management Inc.
DECREASED
Shares12,434 from 13,057
Change-623 (-5%)
Value$1.3M (-$195.4K)
Filed 2026-10-28
Duncker Streett & Co Inc
INCREASED
Shares12,421 from 12,419
Change+2 (+0%)
Value$1.3M (-$121.8K)
Filed 2026-10-27
180 Wealth Advisors, LLC
DECREASED
Shares12,417 from 12,997
Change-580 (-4%)
Value$1.3M (-$190.2K)
Filed 2026-11-03
Curated Wealth Partners LLC
INCREASED
Shares12,404 from 5,816
Change+6,588 (+113%)
Value$1.3M (+$651.9K)
Filed 2026-10-15
Wealthcare Capital Partners, LLC
INCREASED
Shares12,368 from 12,366
Change+2 (+0%)
Value$1.3M (-$121.4K)
Filed 2026-10-21
Decker Wealth Management LLC
INCREASED
Shares12,362 from 11,934
Change+428 (+4%)
Value$1.3M (-$71.3K)
Filed 2026-10-09
Key FInancial Inc
INCREASED
Shares12,361 from 12,299
Change+62 (+1%)
Value$1.3M (-$114.3K)
Filed 2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED
Shares12,358 from 11,561
Change+797 (+7%)
Value$1.3M (-$27.8K)
Filed 2026-10-13
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares12,357 from 12,357
Change0 (0%)
Value$1.3M (-$155.3K)
Filed 2026-10-29
Howard Financial Services, Ltd.
INCREASED
Shares12,315 from 12,064
Change+251 (+2%)
Value$1.3M (-$91.6K)
Filed 2026-10-15
Cross Staff Investments Inc
DECREASED
Shares12,310 from 12,447
Change-137 (-1%)
Value$1.3M (-$137.2K)
Filed 2026-10-22
Baron Wealth Management LLC
DECREASED
Shares12,304 from 12,651
Change-347 (-3%)
Value$1.3M (-$161.7K)
Filed 2026-10-27
Eagle Global Advisors LLC
DECREASED
Shares12,295 from 12,304
Change-9 (0%)
Value$1.3M (-$121.9K)
Filed 2026-11-02
Boltwood Capital Management
INCREASED
Shares12,281 from 11,868
Change+413 (+3%)
Value$1.3M (-$72.2K)
Filed 2026-10-02
BlueChip Wealth Advisors LLC
INCREASED
Shares12,229 from 11,887
Change+342 (+3%)
Value$1.3M (-$80.0K)
Filed 2026-11-03
Evermay Wealth Management LLC
INCREASED
Shares12,228 from 12,055
Change+173 (+1%)
Value$1.3M (-$99.9K)
Filed 2026-11-05
Victory Financial Group, LLC
INCREASED
Shares12,222 from 9,990
Change+2,232 (+22%)
Value$1.3M (+$142.0K)
Filed 2026-10-27
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares12,219 from 11,881
Change+338 (+3%)
Value$1.3M (-$80.4K)
Filed 2026-10-20
New England Research & Management, Inc.
DECREASED
Shares12,165 from 17,265
Change-5,100 (-30%)
Value$1.3M (-$718.6K)
Filed 2026-10-16
Johnson & White Wealth Management, LLC
DECREASED
Shares12,159 from 12,316
Change-157 (-1%)
Value$1.3M (-$137.9K)
Filed 2026-11-03
Income Insurance Ltd
UNCHANGED
Shares12,148 from 12,148
Change0 (0%)
Value$1.3M (-$119.4K)
Filed 2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED
Shares12,103 from 12,440
Change-337 (-3%)
Value$1.3M (-$158.5K)
Filed 2026-11-02
Balefire, LLC
INCREASED
Shares12,102 from 7,966
Change+4,136 (+52%)
Value$1.3M (+$366.8K)
Filed 2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares12,070 from 12,070
Change0 (0%)
Value$1.3M (-$118.6K)
Filed 2026-10-15
CRA Financial Services, LLC
DECREASED
Shares12,066 from 12,410
Change-344 (-3%)
Value$1.3M (-$159.0K)
Filed 2026-10-16
Alliance Private Wealth, LLC
DECREASED
Shares12,044 from 13,781
Change-1,737 (-13%)
Value$1.3M (-$322.4K)
Filed 2026-10-20
Unified Investment Management
INCREASED
Shares12,012 from 11,927
Change+85 (+1%)
Value$1.3M (-$108.1K)
Filed 2026-10-14
Yoffe Investment Management, LLC
UNCHANGED
Shares11,959 from 11,959
Change0 (0%)
Value$1.3M (-$117.6K)
Filed 2026-11-02
Sapient Capital LLC
DECREASED
Shares11,945 from 12,117
Change-172 (-1%)
Value$1.3M (-$137.6K)
Filed 2026-10-08
Phoenix Wealth Advisors
INCREASED
Shares11,929 from 10,985
Change+944 (+9%)
Value$1.3M (-$6.3K)
Filed 2026-11-03
Paulson Wealth Management Inc.
DECREASED
Shares11,925 from 13,496
Change-1,571 (-12%)
Value$1.3M (-$301.8K)
Filed 2026-11-02
D.B. Root & Company, LLC
DECREASED
Shares11,922 from 12,115
Change-193 (-2%)
Value$1.3M (-$139.9K)
Filed 2026-11-04
Auxano Advisors, LLC
DECREASED
Shares11,913 from 14,837
Change-2,924 (-20%)
Value$1.3M (-$460.6K)
Filed 2026-11-06
Cowa, LLC
DECREASED
Shares11,910 from 11,951
Change-41 (0%)
Value$1.3M (-$121.8K)
Filed 2026-10-30
Abacus Planning Group, Inc.
INCREASED
Shares11,836 from 11,697
Change+139 (+1%)
Value$1.3M (-$100.1K)
Filed 2026-11-02
D'Orazio & Associates, Inc.
DECREASED
Shares11,702 from 12,925
Change-1,223 (-9%)
Value$1.3M (-$258.7K)
Filed 2026-11-04
KPP Advisory Services LLC
DECREASED
Shares11,675 from 19,254
Change-7,579 (-39%)
Value$1.3M (-$1.0M)
Filed 2026-10-26
Swiss RE LTD
INCREASED
Shares11,639 from 7,074
Change+4,565 (+65%)
Value$1.3M (+$421.8K)
Filed 2026-11-06
NBH Bank
INCREASED
Shares11,607 from 11,221
Change+386 (+3%)
Value$1.2M (-$68.8K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares11,606 from 11,280
Change+326 (+3%)
Value$1.2M (-$75.8K)
Filed 2026-10-09
Tritonpoint Wealth, LLC
DECREASED
Shares11,560 from 12,991
Change-1,431 (-11%)
Value$1.2M (-$281.7K)
Filed 2026-10-19
Autumn Glory Partners, LLC
UNCHANGED
Shares11,544 from 11,544
Change0 (0%)
Value$1.2M (-$113.5K)
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED
Shares11,535 from 11,849
Change-314 (-3%)
Value$1.2M (-$150.3K)
Filed 2026-10-19
Trifecta Capital Advisors, LLC
UNCHANGED
Shares11,535 from 11,535
Change0 (0%)
Value$1.2M (-$113.4K)
Filed 2026-10-21
First Premier Bank
DECREASED
Shares11,532 from 13,480
Change-1,948 (-14%)
Value$1.2M (-$343.0K)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares11,520 from 11,583
Change-63 (-1%)
Value$1.2M (-$120.6K)
Filed 2026-10-19
Mengis Capital Management, Inc.
UNCHANGED
Shares11,495 from 11,495
Change0 (0%)
Value$1.2M (-$113.0K)
Filed 2026-10-13
Sulzberger Capital Advisors, Inc.
INCREASED
Shares11,484 from 11,482
Change+2 (+0%)
Value$1.2M (-$112.7K)
Filed 2026-10-20
Seelaus Asset Management LLC
DECREASED
Shares11,462 from 13,607
Change-2,145 (-16%)
Value$1.2M (-$364.6K)
Filed 2026-10-14
Allegheny Financial Group
DECREASED
Shares11,410 from 11,590
Change-180 (-2%)
Value$1.2M (-$133.3K)
Filed 2026-11-05
Precedent Wealth Partners, LLC
DECREASED
Shares11,378 from 14,867
Change-3,489 (-23%)
Value$1.2M (-$521.7K)
Filed 2026-10-21
PUREfi Wealth, LLC
INCREASED
Shares11,376 from 9,025
Change+2,351 (+26%)
Value$1.2M (+$164.3K)
Filed 2026-10-19
CWC Advisors, Llc.
INCREASED
Shares11,364 from 11,325
Change+39 (+0%)
Value$1.2M (-$107.1K)
Filed 2026-10-15
Princeton Global Asset Management LLC
DECREASED
Shares11,350 from 11,647
Change-297 (-3%)
Value$1.2M (-$146.5K)
Filed 2026-10-21
Peoples Bank
UNCHANGED
Shares11,340 from 11,340
Change0 (0%)
Value$1.2M (-$111.5K)
Filed 2026-10-09
Magnus Financial Group LLC
INCREASED
Shares11,332 from 11,172
Change+160 (+1%)
Value$1.2M (-$92.7K)
Filed 2026-10-21
Aljian Capital Management, LLC
INCREASED
Shares11,313 from 11,253
Change+60 (+1%)
Value$1.2M (-$104.2K)
Filed 2026-10-28
Shum Financial Group, Inc.
INCREASED
Shares11,307 from 11,210
Change+97 (+1%)
Value$1.2M (-$99.8K)
Filed 2026-10-13
Integral Investment Advisors, Inc.
UNCHANGED
Shares11,306 from 11,306
Change0 (0%)
Value$1.2M (-$111.1K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
DECREASED
Shares11,279 from 12,542
Change-1,263 (-10%)
Value$1.2M (-$259.4K)
Filed 2026-11-05
Focused Wealth Management, Inc
INCREASED
Shares11,244 from 10,878
Change+366 (+3%)
Value$1.2M (-$67.5K)
Filed 2026-10-30
Home Federal Bank of Tennessee
INCREASED
Shares11,236 from 11,036
Change+200 (+2%)
Value$1.2M (-$87.0K)
Filed 2026-10-15
Leelyn Smith, LLC
DECREASED
Shares11,213 from 47,019
Change-35,806 (-76%)
Value$1.2M (-$4.3M)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED
Shares11,162 from 10,969
Change+193 (+2%)
Value$1.2M (-$87.1K)
Filed 2026-10-16
Mindset Wealth Management, LLC
DECREASED
Shares11,150 from 11,350
Change-200 (-2%)
Value$1.2M (-$133.0K)
Filed 2026-10-19
Acropolis Investment Management, LLC
INCREASED
Shares11,140 from 10,795
Change+345 (+3%)
Value$1.2M (-$69.0K)
Filed 2026-10-08
DSG Capital Advisors, LLC
INCREASED
Shares11,127 from 8,764
Change+2,363 (+27%)
Value$1.2M (+$171.4K)
Filed 2026-11-05
waypoint wealth counsel
INCREASED
Shares11,104 from 10,823
Change+281 (+3%)
Value$1.2M (-$76.1K)
Filed 2026-10-22
TSP Capital Management Group, LLC
UNCHANGED
Shares11,100 from 11,100
Change0 (0%)
Value$1.2M (-$109.1K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
INCREASED
Shares11,087 from 10,408
Change+679 (+7%)
Value$1.2M (-$12.1K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
INCREASED
Shares11,082 from 10,811
Change+271 (+3%)
Value$1.2M (-$77.1K)
Filed 2026-10-09
Rise Advisors, LLC
INCREASED
Shares11,059 from 9,754
Change+1,305 (+13%)
Value$1.2M (+$44.6K)
Filed 2026-10-16
Sun Group Wealth Partners
UNCHANGED
Shares11,058 from 11,058
Change0 (0%)
Value$1.2M (-$108.7K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares11,027 from 9,959
Change+1,068 (+11%)
Value$1.2M (+$17.1K)
Filed 2026-10-22
One Wealth Capital Management, LLC
INCREASED
Shares11,007 from 5,573
Change+5,434 (+98%)
Value$1.2M (+$530.1K)
Filed 2026-10-23
Cornerstone Advisory, LLC
INCREASED
Shares10,991 from 10,767
Change+224 (+2%)
Value$1.2M (-$81.8K)
Filed 2026-11-06
Werba Rubin Papier Wealth Management
DECREASED
Shares10,975 from 17,677
Change-6,702 (-38%)
Value$1.2M (-$895.2K)
Filed 2026-11-06
Smith Thornton Advisors LLC
INCREASED
Shares10,975 from 10,927
Change+48 (+0%)
Value$1.2M (-$121.8K)
Filed 2026-10-16
Legacy Trust
DECREASED
Shares10,970 from 11,067
Change-97 (-1%)
Value$1.1M (-$153.5K)
Filed 2026-11-06
Compass Ion Advisors, LLC
INCREASED
Shares10,955 from 9,905
Change+1,050 (+11%)
Value$1.2M (+$15.6K)
Filed 2026-10-23
Third View Private Wealth, LLC
INCREASED
Shares10,952 from 9,970
Change+982 (+10%)
Value$1.2M (+$7.6K)
Filed 2026-10-30
Charles Schwab Trust Co
INCREASED
Shares10,913 from 10,439
Change+474 (+5%)
Value$1.2M (-$51.6K)
Filed 2026-10-15
StoryOne LLC
INCREASED
Shares10,894 from 5,413
Change+5,481 (+101%)
Value$1.2M (+$536.7K)
Filed 2026-10-13
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares10,886 from 11,245
Change-359 (-3%)
Value$1.2M (-$149.2K)
Filed 2026-11-06
Berman McAleer LLC
DECREASED
Shares10,869 from 11,009
Change-140 (-1%)
Value$1.2M (-$123.3K)
Filed 2026-10-16
CenterStar Asset Management, LLC
NEW
Shares10,864
Change+10,864
Value$1.2M
Filed 2026-10-09
Powell Investment Advisors, LLC
UNCHANGED
Shares10,857 from 10,857
Change0 (0%)
Value$1.2M (-$106.7K)
Filed 2026-10-22
Marino, Stram & Associates LLC
INCREASED
Shares10,848 from 10,843
Change+5 (+0%)
Value$1.2M (-$106.1K)
Filed 2026-10-22
QTR Family Wealth, LLC
INCREASED
Shares10,805 from 10,643
Change+162 (+2%)
Value$1.2M (-$87.2K)
Filed 2026-11-02
Gemmer Asset Management LLC
INCREASED
Shares10,790 from 10,768
Change+22 (+0%)
Value$1.2M (-$103.5K)
Filed 2026-10-16
LVZ, Inc.
INCREASED
Shares10,781 from 10,295
Change+486 (+5%)
Value$1.2M (-$48.9K)
Filed 2026-10-20
Ejmk Ventures LLC
INCREASED
Shares10,768 from 10,220
Change+548 (+5%)
Value$1.2M (-$41.5K)
Filed 2026-10-21
Machina Capital S.A.S.
NEW
Shares10,734
Change+10,734
Value$1.2M
Filed 2026-11-05
Wolff Financial Management LLC
UNCHANGED
Shares10,707 from 10,707
Change0 (0%)
Value$1.2M (-$105.3K)
Filed 2026-10-23
Trueblood Wealth Management, LLC
INCREASED
Shares10,627 from 10,403
Change+224 (+2%)
Value$1.1M (-$78.2K)
Filed 2026-10-23
Legal Advantage Investments, Inc.
UNCHANGED
Shares10,622 from 10,622
Change0 (0%)
Value$1.1M (-$104.4K)
Filed 2026-10-13
Canandaigua National Trust Co of Florida
NEW
Shares10,580
Change+10,580
Value$1.1M
Filed 2026-10-07
Emergent Wealth Advisors, LLC
DECREASED
Shares10,567 from 12,732
Change-2,165 (-17%)
Value$1.1M (-$354.0K)
Filed 2026-10-09
Bullock Wealth Management Group
INCREASED
Shares10,550 from 10,419
Change+131 (+1%)
Value$1.1M (-$71.8K)
Filed 2026-10-09
Iron Financial LLC
INCREASED
Shares10,540 from 2,243
Change+8,297 (+370%)
Value$1.1M (+$871.0K)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
INCREASED
Shares10,511 from 10,319
Change+192 (+2%)
Value$1.1M (-$80.8K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares10,509 from 10,537
Change-28 (0%)
Value$1.1M (-$106.7K)
Filed 2026-10-22
Endeavor Private Wealth, Inc.
DECREASED
Shares10,482 from 12,641
Change-2,159 (-17%)
Value$1.1M (-$356.6K)
Filed 2026-11-05
Centennial Wealth Advisory LLC
INCREASED
Shares10,458 from 10,137
Change+321 (+3%)
Value$1.1M (-$63.9K)
Filed 2026-10-16
Sunburst Financial Group, LLC
INCREASED
Shares10,457 from 10,419
Change+38 (+0%)
Value$1.1M (-$98.3K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares10,433 from 8,235
Change+2,198 (+27%)
Value$1.1M (+$158.5K)
Filed 2026-10-13
Atticus Wealth Management, LLC
DECREASED
Shares10,357 from 10,446
Change-89 (-1%)
Value$1.1M (-$112.2K)
Filed 2026-10-20
First Citizens Financial Corp
UNCHANGED
Shares10,353 from 10,353
Change0 (0%)
Value$1.1M (-$101.8K)
Filed 2026-10-02
Prentice Wealth Management LLC
DECREASED
Shares10,331 from 11,042
Change-711 (-6%)
Value$1.1M (-$185.1K)
Filed 2026-10-20
Park Edge Advisors, LLC
DECREASED
Shares10,323 from 12,384
Change-2,061 (-17%)
Value$1.1M (-$343.6K)
Filed 2026-10-28
Xcel Wealth Management, LLC
INCREASED
Shares10,323 from 9,138
Change+1,185 (+13%)
Value$1.1M (+$37.7K)
Filed 2026-10-26
Jefferies Financial Group Inc.
DECREASED
Shares10,284 from 32,438
Change-22,154 (-68%)
Value$1.1M (-$2.7M)
Filed 2026-11-05
Abacus Wealth Partners, LLC
DECREASED
Shares10,269 from 10,715
Change-446 (-4%)
Value$1.1M (-$153.3K)
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares10,200 from 8,037
Change+2,163 (+27%)
Value$1.1M (+$153.8K)
Filed 2026-10-29
Nadler Financial Group, Inc.
INCREASED
Shares10,174 from 9,779
Change+395 (+4%)
Value$1.1M (-$53.6K)
Filed 2026-10-23
Uptick Partners, LLC
INCREASED
Shares10,170 from 9,938
Change+232 (+2%)
Value$1.1M (-$72.7K)
Filed 2026-11-04
Asset Planning,Inc
INCREASED
Shares10,153 from 10,139
Change+14 (+0%)
Value$1.1M (-$98.1K)
Filed 2026-10-26
First Bancorp, Inc
DECREASED
Shares10,151 from 10,159
Change-8 (0%)
Value$1.1M (-$100.7K)
Filed 2026-10-26
Segment Wealth Management, LLC
INCREASED
Shares10,144 from 10,103
Change+41 (+0%)
Value$1.1M (-$94.9K)
Filed 2026-10-26
LexAurum Advisors, LLC
DECREASED
Shares10,134 from 10,291
Change-157 (-2%)
Value$1.1M (-$118.1K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
INCREASED
Shares10,108 from 9,906
Change+202 (+2%)
Value$1.1M (-$75.6K)
Filed 2026-10-28
Financial Symmetry Inc
INCREASED
Shares10,107 from 9,333
Change+774 (+8%)
Value$1.1M (-$8.4K)
Filed 2026-10-06
55 North Private Wealth, LLC
INCREASED
Shares10,107 from 9,648
Change+459 (+5%)
Value$1.1M (-$45.4K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares10,074 from 9,128
Change+946 (+10%)
Value$1.1M (+$12.1K)
Filed 2026-10-13
Paragon Private Wealth Management, LLC
DECREASED
Shares10,058 from 12,690
Change-2,632 (-21%)
Value$1.1M (-$408.0K)
Filed 2026-10-20
Orrstown Financial Services Inc
DECREASED
Shares10,054 from 10,170
Change-116 (-1%)
Value$1.1M (-$112.5K)
Filed 2026-10-14
Sanders Morris Harris LLC
NEW
Shares10,053
Change+10,053
Value$1.1M
Filed 2026-10-14
Karras Company, Inc.
DECREASED
Shares10,053 from 10,405
Change-352 (-3%)
Value$1.1M (-$140.2K)
Filed 2026-10-16
Aspetuck Financial Management LLC
INCREASED
Shares10,036 from 9,936
Change+100 (+1%)
Value$1.1M (-$86.9K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED
Shares10,009 from 10,041
Change-32 (0%)
Value$771.3K (-$256.8K)
Filed 2026-11-04
Donoghue Forlines LLC
DECREASED
Shares9,945 from 32,897
Change-22,952 (-70%)
Value$1.1M (-$2.8M)
Filed 2026-11-02
Virtue Capital Management, LLC
INCREASED
Shares9,944 from 6,558
Change+3,386 (+52%)
Value$1.1M (+$299.9K)
Filed 2026-10-29
Tranquility Partners, LLC
INCREASED
Shares9,920 from 9,400
Change+520 (+6%)
Value$1.1M (-$36.4K)
Filed 2026-10-20
Mccarter Private Wealth Services LLC
INCREASED
Shares9,881 from 9,865
Change+16 (+0%)
Value$1.1M (-$95.3K)
Filed 2026-10-22
SP Asset Management LLC
INCREASED
Shares9,841 from 9,805
Change+36 (+0%)
Value$1.1M (-$92.6K)
Filed 2026-11-05
Center for Financial Planning, Inc.
INCREASED
Shares9,840 from 9,595
Change+245 (+3%)
Value$1.1M (-$68.0K)
Filed 2026-10-26
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares9,798 from 9,798
Change0 (0%)
Value$1.1M (-$96.3K)
Filed 2026-10-26
Towercrest Capital Management
UNCHANGED
Shares9,791 from 9,791
Change0 (0%)
Value$1.1M (-$96.2K)
Filed 2026-10-23
Hummer Financial Advisory Services Inc
DECREASED
Shares9,755 from 9,855
Change-100 (-1%)
Value$1.0M (-$107.6K)
Filed 2026-10-09
Canton Hathaway, LLC
UNCHANGED
Shares9,738 from 9,738
Change0 (0%)
Value$1.0M (-$95.7K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
DECREASED
Shares9,727 from 10,932
Change-1,205 (-11%)
Value$1.0M (-$237.2K)
Filed 2026-10-23
Lake Street Private Wealth, LLC
DECREASED
Shares9,721 from 9,758
Change-37 (0%)
Value$1.0M (-$100.0K)
Filed 2026-10-22
Edge Wealth Management LLC
INCREASED
Shares9,717 from 9,522
Change+195 (+2%)
Value$1.0M (-$69.2K)
Filed 2026-10-13
Partnership Wealth Management, LLC
UNCHANGED
Shares9,700 from 9,700
Change0 (0%)
Value$1.0M (-$95.4K)
Filed 2026-10-05
Integrity Advisory Solutions, LLC
INCREASED
Shares9,695 from 7,167
Change+2,528 (+35%)
Value$1.0M (+$201.7K)
Filed 2026-10-29
Harmony Asset Management LLC
INCREASED
Shares9,694 from 8,404
Change+1,290 (+15%)
Value$1.0M (+$56.2K)
Filed 2026-10-20
Lodestar Private Asset Management LLC
INCREASED
Shares9,671 from 9,165
Change+506 (+6%)
Value$1.0M (-$35.6K)
Filed 2026-10-26
Blue Capital, Inc.
DECREASED
Shares9,653 from 22,911
Change-13,258 (-58%)
Value$1.0M (-$1.7M)
Filed 2026-10-13
Markowski Investments
DECREASED
Shares9,624 from 9,832
Change-208 (-2%)
Value$1.0M (-$119.0K)
Filed 2026-10-30
Sacks & Associates, LLC
DECREASED
Shares9,596 from 9,875
Change-279 (-3%)
Value$1.0M (-$112.6K)
Filed 2026-10-09
Trust Co of Oklahoma
DECREASED
Shares9,582 from 9,757
Change-175 (-2%)
Value$1.0M (-$114.7K)
Filed 2026-10-15
Acorn Wealth Advisors, LLC
INCREASED
Shares9,567 from 8,988
Change+579 (+6%)
Value$1.0M (-$26.1K)
Filed 2026-10-19
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares9,535 from 9,747
Change-212 (-2%)
Value$1.0M (-$118.6K)
Filed 2026-10-29
May Hill Capital, LLC
INCREASED
Shares9,525 from 9,210
Change+315 (+3%)
Value$1.0M (-$56.6K)
Filed 2026-11-03
Ridgewood Investments LLC
UNCHANGED
Shares9,495 from 9,495
Change0 (0%)
Value$1.0M (-$93.3K)
Filed 2026-10-05
AMI Asset Management Corp
INCREASED
Shares9,481 from 9,414
Change+67 (+1%)
Value$1.0M (-$85.3K)
Filed 2026-10-20
W Advisors, LLC
INCREASED
Shares9,473 from 9,424
Change+49 (+1%)
Value$1.0M (-$87.4K)
Filed 2026-11-02
Bright Futures Wealth Management, Llc.
INCREASED
Shares9,447 from 9,446
Change+1 (+0%)
Value$1.0M (-$92.8K)
Filed 2026-10-23
Quantum Financial Advisors, LLC
DECREASED
Shares9,430 from 9,659
Change-229 (-2%)
Value$1.0M (-$119.6K)
Filed 2026-11-03
Arcataur Capital Management LLC
UNCHANGED
Shares9,422 from 9,422
Change0 (0%)
Value$1.0M (-$92.6K)
Filed 2026-10-21
Regent Peak Wealth Advisors LLC
INCREASED
Shares9,421 from 9,031
Change+390 (+4%)
Value$1.0M (-$46.8K)
Filed 2026-10-13
Veracity Capital LLC
INCREASED
Shares9,408 from 8,277
Change+1,131 (+14%)
Value$1.0M (+$40.3K)
Filed 2026-10-08
MBA Advisors LLC
DECREASED
Shares9,390 from 9,499
Change-109 (-1%)
Value$1.0M (-$105.1K)
Filed 2026-10-29
Post Resch Tallon Group Inc.
DECREASED
Shares9,343 from 9,563
Change-220 (-2%)
Value$1.0M (-$117.6K)
Filed 2026-10-09
Laurel OAK Wealth Management, LLC
INCREASED
Shares9,331 from 9,258
Change+73 (+1%)
Value$1.0M (-$83.2K)
Filed 2026-10-19
First Financial Corp
DECREASED
Shares9,294 from 9,360
Change-66 (-1%)
Value$1.0M (-$99.1K)
Filed 2026-10-13
Bernicke Wealth Management, Ltd.
INCREASED
Shares9,288 from 8,688
Change+600 (+7%)
Value$999.6K (-$20.9K)
Filed 2026-11-06
Legacy Advisors, LLC
DECREASED
Shares9,272 from 9,386
Change-114 (-1%)
Value$998.0K (-$104.4K)
Filed 2026-10-19
TrustBank
DECREASED
Shares9,262 from 9,367
Change-105 (-1%)
Value$996.9K (-$103.4K)
Filed 2026-10-20
Garner Asset Management Corp
DECREASED
Shares9,252 from 9,350
Change-98 (-1%)
Value$1.0M (-$78.4K)
Filed 2026-10-30
Anchor Capital Advisors LLC
DECREASED
Shares9,239 from 10,109
Change-870 (-9%)
Value$994.4K (-$193.0K)
Filed 2026-11-05
Hartline Investment Corp/
DECREASED
Shares9,225 from 27,232
Change-18,007 (-66%)
Value$992.9K (-$2.2M)
Filed 2026-10-29
Alliance Wealth Management Group
UNCHANGED
Shares9,191 from 9,191
Change0 (0%)
Value$989.2K (-$90.3K)
Filed 2026-10-29
Foster Group, Inc.
DECREASED
Shares9,175 from 9,710
Change-535 (-6%)
Value$987.5K (-$153.0K)
Filed 2026-10-13
Centurion Wealth Management LLC
INCREASED
Shares9,144 from 9,113
Change+31 (+0%)
Value$984.2K (-$86.3K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED
Shares9,123 from 9,619
Change-496 (-5%)
Value$982.0K (-$147.9K)
Filed 2026-10-08
Southern Financial Group, LLC
DECREASED
Shares9,119 from 9,211
Change-92 (-1%)
Value$981.5K (-$100.5K)
Filed 2026-10-30
James T. Borello RIA
INCREASED
Shares9,114 from 9,027
Change+87 (+1%)
Value$981.0K (-$79.3K)
Filed 2026-10-16
Grandfield & Dodd, LLC
DECREASED
Shares9,111 from 9,742
Change-631 (-6%)
Value$980.6K (-$163.7K)
Filed 2026-10-29
Absolute Capital Management, LLC
NEW
Shares9,106
Change+9,106
Value$980.1K
Filed 2026-10-16
Steph & Co
DECREASED
Shares9,064 from 9,521
Change-457 (-5%)
Value$975.6K (-$142.8K)
Filed 2026-10-07
Dagco, Inc.
DECREASED
Shares9,049 from 9,054
Change-5 (0%)
Value$974.0K (-$89.5K)
Filed 2026-10-20
CFM Wealth Partners LLC
UNCHANGED
Shares9,045 from 9,045
Change0 (0%)
Value$973.5K (-$88.9K)
Filed 2026-11-05
Ellis Investment Partners, LLC
DECREASED
Shares9,036 from 9,100
Change-64 (-1%)
Value$972.7K (-$96.2K)
Filed 2026-10-21
Clear Trail Advisors, LLC
DECREASED
Shares9,035 from 10,374
Change-1,339 (-13%)
Value$972.5K (-$246.1K)
Filed 2026-10-20
Obermeyer Wealth Partners
DECREASED
Shares9,022 from 9,094
Change-72 (-1%)
Value$971.0K (-$97.2K)
Filed 2026-10-21
Salvus Wealth Management, LLC
DECREASED
Shares9,000 from 11,237
Change-2,237 (-20%)
Value$968.6K (-$351.2K)
Filed 2026-10-13
Avail Investment Partners, LLC
DECREASED
Shares8,978 from 9,063
Change-85 (-1%)
Value$966.3K (-$98.2K)
Filed 2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares8,972 from 8,972
Change0 (0%)
Value$966.0K (-$88.0K)
Filed 2026-10-26
Manske Wealth Management
DECREASED
Shares8,963 from 9,157
Change-194 (-2%)
Value$964.7K (-$110.9K)
Filed 2026-10-26
Patrick M Sweeney & Associates, Inc
DECREASED
Shares8,963 from 8,983
Change-20 (0%)
Value$964.7K (-$90.4K)
Filed 2026-10-22
AdviceOne Advisory Services, LLC
NEW
Shares8,938
Change+8,938
Value$962.0K
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares8,933 from 8,933
Change0 (0%)
Value$1.0M ($0)
Filed 2026-10-26
Apollon Financial, LLC
DECREASED
Shares8,929 from 8,982
Change-53 (-1%)
Value$961.0K (-$94.0K)
Filed 2026-10-23
Weaver Consulting Group
DECREASED
Shares8,920 from 8,981
Change-61 (-1%)
Value$960.0K (-$94.8K)
Filed 2026-10-07
Whalen Wealth Management Inc.
INCREASED
Shares8,917 from 8,545
Change+372 (+4%)
Value$959.7K (-$44.0K)
Filed 2026-10-08
Accel Wealth Management
DECREASED
Shares8,917 from 8,929
Change-12 (0%)
Value$959.8K (-$89.1K)
Filed 2026-10-13
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares8,847 from 8,847
Change0 (0%)
Value$952.2K (-$87.0K)
Filed 2026-10-28
Blue Fin Capital, Inc.
UNCHANGED
Shares8,845 from 8,845
Change0 (0%)
Value$952.0K (-$86.9K)
Filed 2026-10-28
Southern Michigan Bank & Trust
DECREASED
Shares8,814 from 9,642
Change-828 (-9%)
Value$948.7K (-$183.9K)
Filed 2026-10-19
RM Financial Services, LLC
INCREASED
Shares8,807 from 8,780
Change+27 (+0%)
Value$947.9K (-$83.4K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares8,787 from 8,562
Change+225 (+3%)
Value$945.8K (-$59.9K)
Filed 2026-10-21
Balboa Wealth Partners
DECREASED
Shares8,784 from 12,479
Change-3,695 (-30%)
Value$945.4K (-$520.3K)
Filed 2026-10-20
Abound Wealth Management
INCREASED
Shares8,781 from 2,936
Change+5,845 (+199%)
Value$945.1K (+$600.2K)
Filed 2026-10-26
Mitchell Sinkler & Starr
UNCHANGED
Shares8,753 from 8,753
Change0 (0%)
Value$942.1K (-$86.0K)
Filed 2026-10-13
Invested Advisors
DECREASED
Shares8,739 from 8,908
Change-169 (-2%)
Value$940.6K (-$105.8K)
Filed 2026-10-23
HBW Advisory Services LLC
INCREASED
Shares8,738 from 8,714
Change+24 (+0%)
Value$940.5K (-$83.1K)
Filed 2026-10-15
Gould Asset Management LLC
DECREASED
Shares8,717 from 8,720
Change-3 (0%)
Value$938.2K (-$86.0K)
Filed 2026-11-06
Paragon Capital Management Ltd
DECREASED
Shares8,705 from 8,727
Change-22 (0%)
Value$936.9K (-$88.3K)
Filed 2026-10-09
Symmetry Partners, LLC
INCREASED
Shares8,685 from 8,235
Change+450 (+5%)
Value$934.7K (-$32.5K)
Filed 2026-10-27
Madrona Financial Services, LLC
INCREASED
Shares8,643 from 8,618
Change+25 (+0%)
Value$930.2K (-$82.0K)
Filed 2026-10-23
Hardy Reed LLC
INCREASED
Shares8,635 from 8,286
Change+349 (+4%)
Value$929.4K (-$43.9K)
Filed 2026-11-06
Boyd Watterson Asset Management LLC
DECREASED
Shares8,591 from 8,834
Change-243 (-3%)
Value$924.7K (-$113.0K)
Filed 2026-11-06
Reflection Asset Management
DECREASED
Shares8,588 from 8,628
Change-40 (0%)
Value$924.3K (-$89.1K)
Filed 2026-10-28
Syverson Strege & Co
DECREASED
Shares8,586 from 8,692
Change-106 (-1%)
Value$924.1K (-$96.8K)
Filed 2026-11-02
Burk Holdings LLC
INCREASED
Shares8,569 from 7,596
Change+973 (+13%)
Value$922.3K (+$30.1K)
Filed 2026-11-05
Guyasuta Investment Advisors Inc
DECREASED
Shares8,560 from 8,960
Change-400 (-4%)
Value$921.3K (-$131.1K)
Filed 2026-10-15
Financial Partners Group, Inc
DECREASED
Shares8,559 from 9,346
Change-787 (-8%)
Value$921.3K (-$176.5K)
Filed 2026-10-19
BigSur Wealth Management LLC
INCREASED
Shares8,512 from 8,373
Change+139 (+2%)
Value$916.1K (-$67.3K)
Filed 2026-10-13
First National Bank Sioux Falls
UNCHANGED
Shares8,477 from 8,477
Change0 (0%)
Value$912.4K (+$196.1K)
Filed 2026-10-13
Greenspring Advisors, LLC
INCREASED
Shares8,460 from 7,865
Change+595 (+8%)
Value$910.5K (-$13.3K)
Filed 2026-11-05
Key Capital Management, Inc
INCREASED
Shares8,433 from 4,012
Change+4,421 (+110%)
Value$918.5K (+$447.3K)
Filed 2026-11-03
MPS Loria Financial Planners, LLC
INCREASED
Shares8,405 from 8,379
Change+26 (+0%)
Value$904.6K (-$79.6K)
Filed 2026-10-14
Norris Perne & French LLP
INCREASED
Shares8,403 from 8,326
Change+77 (+1%)
Value$904.4K (-$73.6K)
Filed 2026-10-23
Alessandra Capital Management, LLC
INCREASED
Shares8,395 from 7,640
Change+755 (+10%)
Value$903.6K (+$6.2K)
Filed 2026-10-30
Sutton Place Investors LLC
INCREASED
Shares8,388 from 7,904
Change+484 (+6%)
Value$902.8K (-$25.6K)
Filed 2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED
Shares8,388 from 8,789
Change-401 (-5%)
Value$946.3K (-$86.0K)
Filed 2026-10-09
Scratch Capital LLC
DECREASED
Shares8,379 from 9,561
Change-1,182 (-12%)
Value$901.8K (-$221.2K)
Filed 2026-11-02
Aviso Wealth Management
INCREASED
Shares8,359 from 8,353
Change+6 (+0%)
Value$899.7K (-$81.4K)
Filed 2026-11-04
IFG Advisors, LLC
DECREASED
Shares8,335 from 8,434
Change-99 (-1%)
Value$897.1K (-$93.6K)
Filed 2026-10-15
Impact Capital Partners LLC
DECREASED
Shares8,304 from 8,471
Change-167 (-2%)
Value$893.8K (-$101.3K)
Filed 2026-10-22
Integris Wealth Management, LLC
UNCHANGED
Shares8,287 from 8,287
Change0 (0%)
Value$891.9K (-$81.5K)
Filed 2026-10-14
Advisortrust Partners, LLC
INCREASED
Shares8,274 from 3,976
Change+4,298 (+108%)
Value$890.5K (+$423.5K)
Filed 2026-11-02
Burns J W & Co Inc
DECREASED
Shares8,273 from 9,023
Change-750 (-8%)
Value$890.4K (-$169.4K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
INCREASED
Shares8,256 from 7,668
Change+588 (+8%)
Value$888.6K (-$12.1K)
Filed 2026-11-02
Walker Asset Management, LLC
INCREASED
Shares8,200 from 8,099
Change+101 (+1%)
Value$882.6K (-$68.7K)
Filed 2026-10-13
Exchange Bank
DECREASED
Shares8,179 from 8,325
Change-146 (-2%)
Value$880.3K (-$97.5K)
Filed 2026-10-07
Corps Capital Advisors, LLC
INCREASED
Shares8,179 from 8,178
Change+1 (+0%)
Value$880.3K (-$80.3K)
Filed 2026-11-05
AGH Wealth Advisors, LLC
DECREASED
Shares8,178 from 8,493
Change-315 (-4%)
Value$880.2K (-$117.4K)
Filed 2026-10-26
Cushing Capital Partners, LLC
INCREASED
Shares8,173 from 7,298
Change+875 (+12%)
Value$879.6K (+$22.4K)
Filed 2026-10-20
Gallacher Capital Management LLC
NEW
Shares8,166
Change+8,166
Value$878.9K
Filed 2026-10-30
Wealth Science Advisors LLC
DECREASED
Shares8,134 from 8,360
Change-226 (-3%)
Value$875.5K (-$106.5K)
Filed 2026-10-09
W.H. Cornerstone Investments Inc.
DECREASED
Shares8,094 from 8,159
Change-65 (-1%)
Value$871.1K (-$87.3K)
Filed 2026-11-03
Windsor Capital Management, LLC
INCREASED
Shares8,074 from 7,907
Change+167 (+2%)
Value$869.0K (-$59.8K)
Filed 2026-10-13
Amplius Wealth Advisors, LLC
INCREASED
Shares8,064 from 7,652
Change+412 (+5%)
Value$867.9K (-$30.9K)
Filed 2026-10-20
Southland Equity Partners LLC
INCREASED
Shares8,060 from 7,875
Change+185 (+2%)
Value$867.5K (-$57.5K)
Filed 2026-10-14
Fell Capital Management
DECREASED
Shares8,058 from 8,158
Change-100 (-1%)
Value$867.3K (-$91.0K)
Filed 2026-10-09
Financial Insights, Inc.
INCREASED
Shares8,035 from 7,459
Change+576 (+8%)
Value$864.8K (-$11.3K)
Filed 2026-10-27
Lakeside Advisors, Inc.
DECREASED
Shares8,016 from 8,413
Change-397 (-5%)
Value$862.8K (-$125.4K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED
Shares7,984 from 6,907
Change+1,077 (+16%)
Value$859.3K (+$48.0K)
Filed 2026-11-02
Hoxton Planning & Management, LLC
DECREASED
Shares7,975 from 8,095
Change-120 (-1%)
Value$858.4K (-$92.4K)
Filed 2026-10-15
Howard Capital Management Group, LLC
INCREASED
Shares7,974 from 7,574
Change+400 (+5%)
Value$858.2K (-$31.4K)
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
DECREASED
Shares7,970 from 8,082
Change-112 (-1%)
Value$857.8K (-$91.5K)
Filed 2026-10-13
Journey Advisory Group, LLC
UNCHANGED
Shares7,957 from 7,957
Change0 (0%)
Value$856.4K (-$78.2K)
Filed 2026-11-04
Bellecapital International Ltd.
NEW
Shares7,952
Change+7,952
Value$855.9K
Filed 2026-10-21
Baxter Bros Inc
DECREASED
Shares7,950 from 8,007
Change-57 (-1%)
Value$855.6K (-$84.8K)
Filed 2026-11-04
Brucke Financial, Inc.
INCREASED
Shares7,945 from 7,592
Change+353 (+5%)
Value$855.2K (-$36.6K)
Filed 2026-10-23
Jacobsen Capital Management
DECREASED
Shares7,906 from 8,035
Change-129 (-2%)
Value$850.9K (-$92.9K)
Filed 2026-10-27
Lynx Investment Advisory
DECREASED
Shares7,901 from 8,121
Change-220 (-3%)
Value$850.4K (-$103.4K)
Filed 2026-10-27
Heartwood Wealth Advisors LLC
INCREASED
Shares7,897 from 7,185
Change+712 (+10%)
Value$850.0K (+$6.0K)
Filed 2026-10-05
Vann Equity Management LLC
INCREASED
Shares7,881 from 7,386
Change+495 (+7%)
Value$848.2K (-$19.4K)
Filed 2026-10-08
WealthPLAN Partners, LLC
INCREASED
Shares7,870 from 6,768
Change+1,102 (+16%)
Value$847.0K (+$52.0K)
Filed 2026-10-15
Philadelphia Trust Co
INCREASED
Shares7,869 from 7,175
Change+694 (+10%)
Value$847.0K (+$4.0K)
Filed 2026-11-05
Rebalance, LLC
DECREASED
Shares7,834 from 7,881
Change-47 (-1%)
Value$843.2K (-$82.5K)
Filed 2026-10-22
Archer Investment Corp
INCREASED
Shares7,823 from 5,588
Change+2,235 (+40%)
Value$842.0K (+$185.6K)
Filed 2026-11-05
Kuhn & Co Investment Counsel
INCREASED
Shares7,818 from 7,073
Change+745 (+11%)
Value$841.5K (+$10.7K)
Filed 2026-10-29
Worth Asset Management, LLC
DECREASED
Shares7,773 from 16,842
Change-9,069 (-54%)
Value$836.6K (-$1.1M)
Filed 2026-10-07
POM Investment Strategies, LLC
INCREASED
Shares7,762 from 455
Change+7,307 (+1606%)
Value$835.4K (+$782.0K)
Filed 2026-10-20
Corundum Trust Company, Inc
UNCHANGED
Shares7,756 from 7,756
Change0 (0%)
Value$834.8K (-$76.2K)
Filed 2026-10-29
Tortoise Investment Management, LLC
INCREASED
Shares7,755 from 6,030
Change+1,725 (+29%)
Value$834.7K (+$126.4K)
Filed 2026-11-06
Verum Partners LLC
DECREASED
Shares7,728 from 7,751
Change-23 (0%)
Value$831.8K (-$78.7K)
Filed 2026-10-21
Regatta Capital Group, LLC
INCREASED
Shares7,722 from 7,292
Change+430 (+6%)
Value$831.2K (-$25.3K)
Filed 2026-10-23
Stableford Capital II LLC
DECREASED
Shares7,714 from 7,740
Change-26 (0%)
Value$830.3K (-$78.9K)
Filed 2026-10-09
Live Oak Investment Partners
DECREASED
Shares7,711 from 8,083
Change-372 (-5%)
Value$829.9K (-$119.5K)
Filed 2026-10-23
Peoples Bank
DECREASED
Shares7,710 from 7,860
Change-150 (-2%)
Value$829.8K (-$93.4K)
Filed 2026-10-26
Union Savings Bank
DECREASED
Shares7,700 from 7,887
Change-187 (-2%)
Value$828.7K (-$97.7K)
Filed 2026-10-14
Capital Advantage, Inc.
INCREASED
Shares7,691 from 5,741
Change+1,950 (+34%)
Value$827.8K (+$153.5K)
Filed 2026-10-14
TMB Capital Partners, LLC
UNCHANGED
Shares7,643 from 7,643
Change0 (0%)
Value$822.7K (-$75.1K)
Filed 2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares7,619 from 7,956
Change-337 (-4%)
Value$820.0K (-$114.5K)
Filed 2026-11-02
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares7,599 from 7,579
Change+20 (+0%)
Value$818.0K (-$72.0K)
Filed 2026-11-04
AM Investment Strategies LLC
INCREASED
Shares7,582 from 7,138
Change+444 (+6%)
Value$816.0K (-$22.0K)
Filed 2026-11-05
Norway Savings Bank
UNCHANGED
Shares7,575 from 7,575
Change0 (0%)
Value$815.3K (-$74.5K)
Filed 2026-10-20
RKL Wealth Management LLC
DECREASED
Shares7,569 from 8,328
Change-759 (-9%)
Value$814.7K (-$163.6K)
Filed 2026-10-16
Professional Advisory Services Inc
INCREASED
Shares7,568 from 7,528
Change+40 (+1%)
Value$815.0K (-$69.0K)
Filed 2026-10-08
BankPlus Wealth Management LLC
DECREASED
Shares7,543 from 7,582
Change-39 (-1%)
Value$811.9K (-$78.8K)
Filed 2026-10-13
Waters Parkerson & Co., LLC
DECREASED
Shares7,534 from 9,242
Change-1,708 (-18%)
Value$810.9K (-$274.7K)
Filed 2026-11-04
Avantra Family Wealth, Inc.
DECREASED
Shares7,530 from 8,621
Change-1,091 (-13%)
Value$810.5K (-$202.2K)
Filed 2026-10-20
Clark Asset Management, LLC
DECREASED
Shares7,527 from 7,580
Change-53 (-1%)
Value$810.1K (-$80.2K)
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares7,517 from 6,990
Change+527 (+8%)
Value$825.8K (+$4.7K)
Filed 2026-10-16
Langley Wealth Management, LLC
DECREASED
Shares7,512 from 7,567
Change-55 (-1%)
Value$808.5K (-$80.2K)
Filed 2026-11-04
NWF Advisory Services Inc.
DECREASED
Shares7,496 from 8,079
Change-583 (-7%)
Value$806.8K (-$142.2K)
Filed 2026-10-19
Harbour Trust & Investment Management Co
INCREASED
Shares7,490 from 7,475
Change+15 (+0%)
Value$806.1K (-$71.9K)
Filed 2026-10-28
CGC Financial Services, LLC
DECREASED
Shares7,465 from 7,511
Change-46 (-1%)
Value$803.5K (-$78.8K)
Filed 2026-10-13
Griffin Asset Management, Inc.
DECREASED
Shares7,464 from 7,514
Change-50 (-1%)
Value$803.4K (-$79.2K)
Filed 2026-10-22
GEM Asset Management, LLC
INCREASED
Shares7,437 from 7,286
Change+151 (+2%)
Value$800.4K (-$55.4K)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
DECREASED
Shares7,431 from 8,293
Change-862 (-10%)
Value$799.8K (-$174.3K)
Filed 2026-10-05
Rainier Family Wealth Inc
INCREASED
Shares7,424 from 7,270
Change+154 (+2%)
Value$799.0K (-$54.9K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares7,414 from 7,378
Change+36 (+0%)
Value$798.0K (-$68.7K)
Filed 2026-10-20
Three Magnolias Financial Advisors, LLC
DECREASED
Shares7,400 from 8,169
Change-769 (-9%)
Value$796.5K (-$158.8K)
Filed 2026-10-14
Planned Solutions, Inc.
DECREASED
Shares7,396 from 7,456
Change-60 (-1%)
Value$796.0K (-$79.7K)
Filed 2026-10-19
Buckhead Capital Management LLC
DECREASED
Shares7,394 from 7,544
Change-150 (-2%)
Value$795.8K (-$90.3K)
Filed 2026-11-03
EdgeRock Capital LLC
INCREASED
Shares7,371 from 7,060
Change+311 (+4%)
Value$793.4K (-$35.9K)
Filed 2026-11-03
Mitchell Capital Management Co
DECREASED
Shares7,368 from 7,863
Change-495 (-6%)
Value$793.0K (-$130.6K)
Filed 2026-10-29
MW Advisory, LLC
INCREASED
Shares7,366 from 5,594
Change+1,772 (+32%)
Value$792.8K (+$135.7K)
Filed 2026-10-19
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares7,345 from 6,272
Change+1,073 (+17%)
Value$790.5K (+$53.7K)
Filed 2026-11-04
Barrett & Company, Inc.
INCREASED
Shares7,342 from 6,369
Change+973 (+15%)
Value$790.3K (+$42.2K)
Filed 2026-10-22
First Heartland Consultants, Inc.
INCREASED
Shares7,332 from 6,106
Change+1,226 (+20%)
Value$789.2K (+$72.0K)
Filed 2026-10-08
Fulton Breakefield Broenniman LLC
INCREASED
Shares7,329 from 7,229
Change+100 (+1%)
Value$788.8K (-$60.3K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
INCREASED
Shares7,313 from 6,692
Change+621 (+9%)
Value$787.1K (+$1.1K)
Filed 2026-10-05
Valicenti Advisory Services Inc
DECREASED
Shares7,312 from 7,431
Change-119 (-2%)
Value$787.0K (-$86.0K)
Filed 2026-10-23
EagleClaw Capital Managment, LLC
INCREASED
Shares7,310 from 5,575
Change+1,735 (+31%)
Value$786.8K (+$131.9K)
Filed 2026-11-06
Lebenthal Global Advisors, LLC
INCREASED
Shares7,310 from 6,730
Change+580 (+9%)
Value$786.8K (-$3.7K)
Filed 2026-10-28
Cherokee Insurance Co
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$785.7K (-$71.8K)
Filed 2026-11-05
FDx Advisors, Inc.
DECREASED
Shares7,295 from 7,703
Change-408 (-5%)
Value$785.0K (-$120.0K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares7,294 from 6,839
Change+455 (+7%)
Value$785.0K (-$18.3K)
Filed 2026-10-29
Schear Investment Advisers, LLC
NEW
Shares7,293
Change+7,293
Value$785.0K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares7,293 from 6,400
Change+893 (+14%)
Value$785.0K (+$33.2K)
Filed 2026-10-14
TSG Advice Partners, LLC
NEW
Shares7,286
Change+7,286
Value$855.8K
Filed 2026-10-29
Cranbrook Wealth Management, LLC
DECREASED
Shares7,278 from 7,294
Change-16 (0%)
Value$783.3K (-$73.5K)
Filed 2026-10-28
Falcon Wealth Planning
DECREASED
Shares7,269 from 7,283
Change-14 (0%)
Value$782.3K (-$73.2K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares7,250 from 6,974
Change+276 (+4%)
Value$780.4K (-$38.8K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
INCREASED
Shares7,212 from 7,210
Change+2 (+0%)
Value$776.2K (-$70.7K)
Filed 2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED
Shares7,209 from 7,201
Change+8 (+0%)
Value$775.9K (-$69.9K)
Filed 2026-10-09
Rothwell Investment Advisors, LLC
NEW
Shares7,199
Change+7,199
Value$774.8K
Filed 2026-11-06
Veratis Advisors, Inc.
UNCHANGED
Shares7,191 from 7,191
Change0 (0%)
Value$774.0K (-$70.7K)
Filed 2026-11-03
Blodgett Wealth Advisors, LLC
DECREASED
Shares7,162 from 7,660
Change-498 (-6%)
Value$770.8K (-$129.0K)
Filed 2026-10-23
Independent Wealth Network Inc.
DECREASED
Shares7,162 from 7,303
Change-141 (-2%)
Value$770.9K (-$87.0K)
Filed 2026-10-19
Financial Solutions Advisory Group, Inc.
DECREASED
Shares7,157 from 7,311
Change-154 (-2%)
Value$768.6K (-$96.4K)
Filed 2026-10-28
DWR Wealth Management, LLC
INCREASED
Shares7,154 from 7,129
Change+25 (+0%)
Value$765.0K (-$74.0K)
Filed 2026-10-13
NIA Impact Advisors, LLC
INCREASED
Shares7,151 from 6,241
Change+910 (+15%)
Value$769.7K (+$36.7K)
Filed 2026-11-04
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares7,127 from 7,177
Change-50 (-1%)
Value$767.1K (-$75.9K)
Filed 2026-10-07
Augustine Asset Management Inc
INCREASED
Shares7,123 from 6,366
Change+757 (+12%)
Value$766.6K (+$18.9K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
INCREASED
Shares7,120 from 7,117
Change+3 (+0%)
Value$766.3K (-$69.6K)
Filed 2026-10-09
Capital Advisors, Ltd. LLC
INCREASED
Shares7,104 from 6,904
Change+200 (+3%)
Value$765.0K (-$46.0K)
Filed 2026-10-27
Reliant Investment Management, LLC
INCREASED
Shares7,099 from 6,876
Change+223 (+3%)
Value$764.1K (-$43.6K)
Filed 2026-10-14
Mendel Money Management
DECREASED
Shares7,086 from 9,084
Change-1,998 (-22%)
Value$762.7K (-$304.3K)
Filed 2026-11-02
North Forty Two & Co.
DECREASED
Shares7,038 from 7,138
Change-100 (-1%)
Value$757.5K (-$80.9K)
Filed 2026-10-19
Cypress Asset Management Inc
UNCHANGED
Shares7,030 from 7,030
Change0 (0%)
Value$756.6K (-$69.1K)
Filed 2026-10-09
Affinity Capital Advisors, LLC
INCREASED
Shares7,014 from 6,375
Change+639 (+10%)
Value$830.4K (+$103.8K)
Filed 2026-10-13
True North Advisors, LLC
INCREASED
Shares7,004 from 6,879
Change+125 (+2%)
Value$753.8K (-$54.2K)
Filed 2026-10-22
Doliver Advisors, LP
DECREASED
Shares7,002 from 7,272
Change-270 (-4%)
Value$753.6K (-$100.5K)
Filed 2026-10-01
Columbia Bank
INCREASED
Shares6,999 from 6,837
Change+162 (+2%)
Value$753.3K (-$49.8K)
Filed 2026-10-29
Next Level Private LLC
DECREASED
Shares6,994 from 7,000
Change-6 (0%)
Value$752.8K (-$69.5K)
Filed 2026-10-20
Fonville Wealth Management LLC
INCREASED
Shares6,988 from 4,749
Change+2,239 (+47%)
Value$752.1K (+$194.3K)
Filed 2026-10-28
Northstar Asset Management Co
DECREASED
Shares6,925 from 6,950
Change-25 (0%)
Value$742.8K (-$50.7K)
Filed 2026-10-22
Trace Wealth Advisors, LLC
DECREASED
Shares6,919 from 7,671
Change-752 (-10%)
Value$744.7K (-$156.3K)
Filed 2026-10-30
Legacy Edge Advisors, LLC
INCREASED
Shares6,914 from 6,252
Change+662 (+11%)
Value$744.2K (+$9.8K)
Filed 2026-11-06
Guardian Partners Inc.
UNCHANGED
Shares6,905 from 6,905
Change0 (0%)
Value$743.2K (-$67.9K)
Filed 2026-10-21
Community Trust & Investment Co
UNCHANGED
Shares6,879 from 6,879
Change0 (0%)
Value$740.4K (-$67.6K)
Filed 2026-10-15
Kingsman Wealth Management, Inc.
DECREASED
Shares6,872 from 9,280
Change-2,408 (-26%)
Value$739.6K (-$350.4K)
Filed 2026-10-13
Beacon Financial Advisory LLC
INCREASED
Shares6,840 from 6,507
Change+333 (+5%)
Value$736.2K (-$28.1K)
Filed 2026-10-16
Western Financial Corp
NEW
Shares6,831
Change+6,831
Value$735.2K
Filed 2026-10-14
Correct Capital Wealth Management
INCREASED
Shares6,827 from 6,745
Change+82 (+1%)
Value$734.8K (-$57.4K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED
Shares6,819 from 7,149
Change-330 (-5%)
Value$734.0K (-$105.7K)
Filed 2026-10-21
Triumph Capital Management
INCREASED
Shares6,818 from 4,013
Change+2,805 (+70%)
Value$733.8K (+$262.5K)
Filed 2026-10-14
JB Capital LLC
DECREASED
Shares6,790 from 6,963
Change-173 (-2%)
Value$730.9K (-$87.0K)
Filed 2026-10-19
Caliber Wealth Management, LLC / KS
INCREASED
Shares6,783 from 6,247
Change+536 (+9%)
Value$730.1K (-$3.7K)
Filed 2026-11-04
Cortland Associates Inc
UNCHANGED
Shares6,773 from 6,773
Change0 (0%)
Value$729.0K (-$67.0K)
Filed 2026-10-29
Maple Capital Management, Inc.
DECREASED
Shares6,760 from 7,345
Change-585 (-8%)
Value$727.6K (-$135.2K)
Filed 2026-11-02
Huntleigh Advisors, Inc.
INCREASED
Shares6,757 from 6,665
Change+92 (+1%)
Value$727.3K (-$55.6K)
Filed 2026-11-03
Traynor Capital Management, Inc.
INCREASED
Shares6,754 from 6,239
Change+515 (+8%)
Value$726.9K (-$6.0K)
Filed 2026-10-29
Steel Grove Capital Advisors, LLC
DECREASED
Shares6,745 from 8,755
Change-2,010 (-23%)
Value$726.0K (-$302.4K)
Filed 2026-10-13
Weinberger Asset Management, Inc
INCREASED
Shares6,741 from 6,679
Change+62 (+1%)
Value$725.5K (-$49.2K)
Filed 2026-10-28
Key Client Fiduciary Advisors, LLC
INCREASED
Shares6,720 from 6,699
Change+21 (+0%)
Value$723.3K (-$63.5K)
Filed 2026-10-19
Ifrah Financial Services, Inc.
DECREASED
Shares6,716 from 6,875
Change-159 (-2%)
Value$722.9K (-$84.6K)
Filed 2026-10-13
Junk Investment Group, LLC
INCREASED
Shares6,704 from 6,367
Change+337 (+5%)
Value$721.5K (-$26.3K)
Filed 2026-10-19
TritonPoint Partners, LLC
DECREASED
Shares6,700 from 13,739
Change-7,039 (-51%)
Value$721.1K (-$892.7K)
Filed 2026-11-05
Arlington Trust Co LLC
INCREASED
Shares6,694 from 6,122
Change+572 (+9%)
Value$720.5K (+$1.4K)
Filed 2026-10-20
Clearwater Capital Advisors, LLC
INCREASED
Shares6,693 from 6,593
Change+100 (+2%)
Value$720.4K (-$54.0K)
Filed 2026-11-06
Broadway Wealth Solutions, Inc.
DECREASED
Shares6,687 from 6,745
Change-58 (-1%)
Value$719.8K (-$72.4K)
Filed 2026-10-21
Miramontes Capital, LLC
DECREASED
Shares6,685 from 6,873
Change-188 (-3%)
Value$719.5K (-$87.8K)
Filed 2026-10-19
Northland Securities, Inc.
DECREASED
Shares6,673 from 7,077
Change-404 (-6%)
Value$718.2K (-$113.1K)
Filed 2026-11-02
White Lighthouse Investment Management Inc.
INCREASED
Shares6,673 from 6,573
Change+100 (+2%)
Value$718.2K (-$53.8K)
Filed 2026-10-21
TrueWealth Advisors, LLC
INCREASED
Shares6,670 from 6,662
Change+8 (+0%)
Value$717.9K (-$64.7K)
Filed 2026-10-09
Founders Grove Wealth Partners, LLC
INCREASED
Shares6,613 from 6,012
Change+601 (+10%)
Value$711.8K (+$5.6K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
INCREASED
Shares6,601 from 5,067
Change+1,534 (+30%)
Value$710.5K (+$115.3K)
Filed 2026-11-06
Acima Private Wealth, LLC
UNCHANGED
Shares6,591 from 6,591
Change0 (0%)
Value$709.4K (-$64.8K)
Filed 2026-10-05
Plan A Wealth LLC
DECREASED
Shares6,580 from 6,852
Change-272 (-4%)
Value$708.2K (-$96.6K)
Filed 2026-10-08
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares6,559 from 5,223
Change+1,336 (+26%)
Value$706.0K (+$92.5K)
Filed 2026-10-27
WealthSpring Partners, LLC
DECREASED
Shares6,555 from 9,359
Change-2,804 (-30%)
Value$705.5K (-$393.8K)
Filed 2026-10-14
Cadent Capital Advisors, LLC
INCREASED
Shares6,536 from 6,519
Change+17 (+0%)
Value$703.4K (-$62.2K)
Filed 2026-10-09
Old Mission Investment Co LLC
DECREASED
Shares6,508 from 6,567
Change-59 (-1%)
Value$700.5K (-$70.9K)
Filed 2026-10-22
Pictet North America Advisors SA
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$696.9K (-$63.6K)
Filed 2026-10-21
Prairie Advisory, LLC
INCREASED
Shares6,496 from 3,042
Change+3,454 (+114%)
Value$699.1K (+$341.9K)
Filed 2026-10-19
Simplify Asset Management Inc.
DECREASED
Shares6,494 from 16,904
Change-10,410 (-62%)
Value$698.9K (-$1.3M)
Filed 2026-10-27
Connecticut Capital Management Group, LLC
INCREASED
Shares6,494 from 6,394
Change+100 (+2%)
Value$699.0K (-$52.1K)
Filed 2026-10-29
Palacios Wealth Management, LLC
INCREASED
Shares6,482 from 5,223
Change+1,259 (+24%)
Value$697.7K (+$84.1K)
Filed 2026-11-04
Certified Advisory Corp
INCREASED
Shares6,462 from 5,861
Change+601 (+10%)
Value$695.5K (+$7.1K)
Filed 2026-10-29
Marin Bay Wealth Advisors, LLC
INCREASED
Shares6,461 from 6,448
Change+13 (+0%)
Value$695.4K (-$62.0K)
Filed 2026-10-28
West Bancorporation Inc
DECREASED
Shares6,460 from 8,385
Change-1,925 (-23%)
Value$695.3K (-$289.6K)
Filed 2026-10-29
Sterling Wealth Management, Inc.
UNCHANGED
Shares6,438 from 6,438
Change0 (0%)
Value$692.9K (-$63.3K)
Filed 2026-10-23
Argentarii, LLC
DECREASED
Shares6,425 from 6,443
Change-18 (0%)
Value$691.5K (-$84.4K)
Filed 2026-10-28
Proathlete Wealth Management LLC
INCREASED
Shares6,418 from 5,754
Change+664 (+12%)
Value$690.9K (+$14.8K)
Filed 2026-10-15
Wagner Wealth Management, LLC
DECREASED
Shares6,406 from 6,418
Change-12 (0%)
Value$689.5K (-$64.3K)
Filed 2026-10-21
BG Investment Services, LLC
NEW
Shares6,405
Change+6,405
Value$689.3K
Filed 2026-10-23
Gimbal Financial
UNCHANGED
Shares6,376 from 6,376
Change0 (0%)
Value$686.2K (-$62.7K)
Filed 2026-10-19
FAI Advisors, Inc.
DECREASED
Shares6,338 from 6,486
Change-148 (-2%)
Value$682.2K (-$79.7K)
Filed 2026-10-27
Indiana Trust & Investment Management Co
DECREASED
Shares6,324 from 6,574
Change-250 (-4%)
Value$680.7K (-$91.5K)
Filed 2026-10-22
Ullmann Wealth Partners Group, LLC
DECREASED
Shares6,310 from 6,496
Change-186 (-3%)
Value$679.2K (-$83.9K)
Filed 2026-11-02
Decision Investments, Inc
UNCHANGED
Shares6,287 from 6,287
Change0 (0%)
Value$676.7K (-$61.8K)
Filed 2026-10-07
MV Capital Management, Inc.
DECREASED
Shares6,264 from 6,330
Change-66 (-1%)
Value$674.2K (-$69.3K)
Filed 2026-10-29
State of Wyoming
INCREASED
Shares6,250 from 3,290
Change+2,960 (+90%)
Value$672.7K (+$286.2K)
Filed 2026-10-28
Financial Council, LLC
UNCHANGED
Shares6,236 from 6,236
Change0 (0%)
Value$671.2K (-$61.3K)
Filed 2026-11-02
Sage Private Wealth Group, LLC
INCREASED
Shares6,212 from 5,486
Change+726 (+13%)
Value$668.6K (+$24.2K)
Filed 2026-10-21
McLean Asset Management Corp
DECREASED
Shares6,210 from 6,328
Change-118 (-2%)
Value$594.4K (-$139.5K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
DECREASED
Shares6,206 from 6,696
Change-490 (-7%)
Value$668.0K (-$118.5K)
Filed 2026-11-04
Altrius Capital Management Inc
DECREASED
Shares6,173 from 6,256
Change-83 (-1%)
Value$664.4K (-$70.4K)
Filed 2026-11-05
Total Investment Management Inc
UNCHANGED
Shares6,172 from 6,172
Change0 (0%)
Value$664.3K (-$51.6K)
Filed 2026-10-22
Burton Enright Welch
INCREASED
Shares6,163 from 6,123
Change+40 (+1%)
Value$663.4K (-$55.9K)
Filed 2026-11-04
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares6,161 from 2,954
Change+3,207 (+109%)
Value$723.3K (+$376.3K)
Filed 2026-10-20
Altus Wealth Group LLC
DECREASED
Shares6,160 from 6,510
Change-350 (-5%)
Value$663.0K (-$101.7K)
Filed 2026-10-20
Independent Investors Inc
UNCHANGED
Shares6,160 from 6,160
Change0 (0%)
Value$663.0K (-$60.6K)
Filed 2026-10-30
LifeSteps Financial, Inc.
DECREASED
Shares6,144 from 6,567
Change-423 (-6%)
Value$661.2K (-$110.1K)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
INCREASED
Shares6,130 from 5,423
Change+707 (+13%)
Value$659.8K (+$22.8K)
Filed 2026-11-02
Riverbend Wealth Management, LLC
DECREASED
Shares6,114 from 6,157
Change-43 (-1%)
Value$658.0K (-$65.2K)
Filed 2026-10-15
Blue Bell Private Wealth Management, LLC
INCREASED
Shares6,100 from 5,646
Change+454 (+8%)
Value$656.6K (-$6.6K)
Filed 2026-10-29
Firethorn Wealth Partners, LLC
DECREASED
Shares6,080 from 6,288
Change-208 (-3%)
Value$654.3K (-$84.3K)
Filed 2026-10-14
Golden State Wealth Management, LLC
DECREASED
Shares6,075 from 6,207
Change-132 (-2%)
Value$653.9K (-$75.2K)
Filed 2026-11-02
Avaii Wealth Management, LLC
INCREASED
Shares6,068 from 5,476
Change+592 (+11%)
Value$680.8K (+$37.6K)
Filed 2026-10-09
Baker Ellis Asset Management LLC
UNCHANGED
Shares6,064 from 6,064
Change0 (0%)
Value$652.7K (-$59.6K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares6,058 from 6,058
Change0 (0%)
Value$711.6K ($0)
Filed 2026-11-05
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares6,038 from 6,038
Change0 (0%)
Value$649.9K (-$59.4K)
Filed 2026-10-27
Bernardo Wealth Planning LLC
INCREASED
Shares6,036 from 2,910
Change+3,126 (+107%)
Value$649.6K (+$307.9K)
Filed 2026-10-23
Summit Asset Management, LLC
INCREASED
Shares6,036 from 5,987
Change+49 (+1%)
Value$649.6K (-$53.6K)
Filed 2026-11-05
Spartan Planning & Wealth Management
DECREASED
Shares6,031 from 8,021
Change-1,990 (-25%)
Value$649.1K (-$293.0K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
INCREASED
Shares6,020 from 5,998
Change+22 (+0%)
Value$648.5K (-$57.0K)
Filed 2026-10-22
Green Ridge Wealth Planning LLC
INCREASED
Shares6,017 from 5,927
Change+90 (+2%)
Value$647.6K (-$48.6K)
Filed 2026-10-08
TBH Global Asset Management, LLC
INCREASED
Shares6,015 from 4,732
Change+1,283 (+27%)
Value$647.4K (+$91.6K)
Filed 2026-11-03
KFA Private Wealth Group, LLC
INCREASED
Shares6,006 from 5,742
Change+264 (+5%)
Value$646.5K (-$28.0K)
Filed 2026-10-07
MAD River Investors
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$645.8K (-$59.0K)
Filed 2026-10-27
San Luis Wealth Advisors LLC
DECREASED
Shares5,972 from 6,202
Change-230 (-4%)
Value$642.7K (-$85.8K)
Filed 2026-10-27
Clear Wave Wealth Management LLC
INCREASED
Shares5,963 from 5,640
Change+323 (+6%)
Value$641.8K (-$20.7K)
Filed 2026-11-04
First Bank & Trust
DECREASED
Shares5,963 from 6,023
Change-60 (-1%)
Value$641.8K (-$65.7K)
Filed 2026-10-19
New England Professional Planning Group Inc.
UNCHANGED
Shares5,945 from 5,945
Change0 (0%)
Value$639.9K (-$58.4K)
Filed 2026-10-29
Semus Wealth Partners LLC
INCREASED
Shares5,939 from 5,817
Change+122 (+2%)
Value$639.2K (-$44.1K)
Filed 2026-10-22
Verity Asset Management, Inc.
INCREASED
Shares5,936 from 5,655
Change+281 (+5%)
Value$638.8K (-$25.4K)
Filed 2026-10-30
City Center Advisors, LLC
INCREASED
Shares5,936 from 5,932
Change+4 (+0%)
Value$638.9K (-$57.9K)
Filed 2026-10-08
Central Valley Advisors, LLC
DECREASED
Shares5,931 from 9,185
Change-3,254 (-35%)
Value$638.3K (-$440.5K)
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares5,929 from 5,618
Change+311 (+6%)
Value$638.1K (-$21.8K)
Filed 2026-10-26
Whelan Financial
INCREASED
Shares5,919 from 4,851
Change+1,068 (+22%)
Value$637.1K (+$67.2K)
Filed 2026-10-28
Capital Management Associates, Inc
DECREASED
Shares5,912 from 5,976
Change-64 (-1%)
Value$636.3K (-$65.6K)
Filed 2026-10-20
Quaker Wealth Management, LLC
INCREASED
Shares5,897 from 5,755
Change+142 (+2%)
Value$634.6K (-$41.4K)
Filed 2026-10-22
OAK Family Advisors, LLC
INCREASED
Shares5,894 from 5,429
Change+465 (+9%)
Value$634.4K (-$3.3K)
Filed 2026-10-19
ADE, LLC
INCREASED
Shares5,888 from 5,849
Change+39 (+1%)
Value$633.7K (-$53.3K)
Filed 2026-10-29
Heritage Investment Group, Inc.
INCREASED
Shares5,885 from 5,783
Change+102 (+2%)
Value$633.4K (-$45.9K)
Filed 2026-11-03
Cambridge Financial Group, LLC
UNCHANGED
Shares5,885 from 5,885
Change0 (0%)
Value$691.2K ($0)
Filed 2026-10-06
Mountain Pacific Investment Advisers LLC
INCREASED
Shares5,879 from 5,429
Change+450 (+8%)
Value$632.7K (-$4.9K)
Filed 2026-10-29
Cypress Point Wealth Management, LLC
INCREASED
Shares5,863 from 4,988
Change+875 (+18%)
Value$631.1K (+$45.2K)
Filed 2026-11-03
Park Capital Management, LLC / WI
INCREASED
Shares5,854 from 5,827
Change+27 (+0%)
Value$630.1K (-$54.4K)
Filed 2026-10-13
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares5,834 from 5,834
Change0 (0%)
Value$627.9K (-$57.3K)
Filed 2026-11-05
Heritage Wealth Management, Inc.
DECREASED
Shares5,826 from 5,928
Change-102 (-2%)
Value$627.0K (-$69.2K)
Filed 2026-10-27
Trust Co
DECREASED
Shares5,803 from 5,849
Change-46 (-1%)
Value$624.6K (-$62.4K)
Filed 2026-10-09
Fulcrum Wealth Advisors, LLC
DECREASED
Shares5,775 from 5,923
Change-148 (-2%)
Value$621.6K (-$74.2K)
Filed 2026-10-16
Sage Mountain Advisors LLC
DECREASED
Shares5,774 from 6,797
Change-1,023 (-15%)
Value$720.7K (-$77.7K)
Filed 2026-11-02
Crown Wealth Group, LLC
INCREASED
Shares5,766 from 5,719
Change+47 (+1%)
Value$620.6K (-$51.2K)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares5,764 from 5,464
Change+300 (+5%)
Value$620.3K (-$21.5K)
Filed 2026-11-04
Richardson Financial Services Inc.
INCREASED
Shares5,744 from 5,189
Change+555 (+11%)
Value$618.2K (+$8.7K)
Filed 2026-10-30
Old Second National Bank of Aurora
DECREASED
Shares5,733 from 7,366
Change-1,633 (-22%)
Value$617.0K (-$248.2K)
Filed 2026-10-22
Uptown Financial Advisors LLC
INCREASED
Shares5,728 from 4,387
Change+1,341 (+31%)
Value$616.5K (+$101.2K)
Filed 2026-10-15
Seven Mile Advisory
DECREASED
Shares5,721 from 5,973
Change-252 (-4%)
Value$615.8K (-$85.8K)
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares5,691 from 6,332
Change-641 (-10%)
Value$612.5K (-$128.4K)
Filed 2026-10-29
Harbour Capital Advisors, LLC
UNCHANGED
Shares5,689 from 5,689
Change0 (0%)
Value$612.3K (-$77.8K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
DECREASED
Shares5,687 from 6,923
Change-1,236 (-18%)
Value$617.6K (-$195.6K)
Filed 2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW
Shares5,671
Change+5,671
Value$616.8K
Filed 2026-10-15
Piedmont Capital Management, LLC
UNCHANGED
Shares5,669 from 5,669
Change0 (0%)
Value$610.2K (-$55.7K)
Filed 2026-10-21
Burford Brothers, Inc.
INCREASED
Shares5,657 from 5,639
Change+18 (+0%)
Value$608.8K (-$53.5K)
Filed 2026-10-21
Cora Capital Advisors LLC
INCREASED
Shares5,647 from 5,466
Change+181 (+3%)
Value$607.7K (-$34.3K)
Filed 2026-11-02
Aire Advisors, LLC
DECREASED
Shares5,642 from 5,682
Change-40 (-1%)
Value$607.2K (-$60.2K)
Filed 2026-10-22
Able Wealth Management LLC
DECREASED
Shares5,636 from 5,905
Change-269 (-5%)
Value$635.8K (-$57.7K)
Filed 2026-10-13
Sitrin Capital Management LLC
UNCHANGED
Shares5,603 from 5,603
Change0 (0%)
Value$603.1K (-$55.1K)
Filed 2026-10-19
1900 Wealth Management LLC
INCREASED
Shares5,601 from 5,277
Change+324 (+6%)
Value$602.8K (-$17.0K)
Filed 2026-10-13
WT Wealth Management
DECREASED
Shares5,593 from 7,647
Change-2,054 (-27%)
Value$602.0K (-$296.2K)
Filed 2026-10-13
Peak Wealth Management LLC
UNCHANGED
Shares5,585 from 5,585
Change0 (0%)
Value$596.0K (-$60.0K)
Filed 2026-10-26
Lifestyle Asset Management, Inc.
INCREASED
Shares5,584 from 4,937
Change+647 (+13%)
Value$601.0K (+$21.1K)
Filed 2026-10-20
C2c Wealth Management, LLC
UNCHANGED
Shares5,569 from 5,569
Change0 (0%)
Value$599.4K (-$54.7K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
INCREASED
Shares5,543 from 5,491
Change+52 (+1%)
Value$596.6K (-$48.4K)
Filed 2026-10-16
Headland Capital, LLC
DECREASED
Shares5,539 from 8,169
Change-2,630 (-32%)
Value$596.1K (-$363.4K)
Filed 2026-11-06
Forest Hill Capital, LLC
DECREASED
Shares5,531 from 7,531
Change-2,000 (-27%)
Value$595.3K (-$289.3K)
Filed 2026-11-05
Armor Investment Advisors, LLC
INCREASED
Shares5,526 from 5,506
Change+20 (+0%)
Value$594.8K (-$52.0K)
Filed 2026-10-27
Evansbrook LLC
INCREASED
Shares5,515 from 5,274
Change+241 (+5%)
Value$593.6K (-$25.9K)
Filed 2026-10-16
MMA Asset Management LLC
DECREASED
Shares5,514 from 6,048
Change-534 (-9%)
Value$593.5K (-$116.9K)
Filed 2026-11-02
Fire Capital Management LLC
DECREASED
Shares5,512 from 5,744
Change-232 (-4%)
Value$593.3K (-$81.4K)
Filed 2026-10-27
Gables Capital Management Inc.
UNCHANGED
Shares5,510 from 5,510
Change0 (0%)
Value$593.0K (-$54.2K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
INCREASED
Shares5,497 from 5,484
Change+13 (+0%)
Value$591.7K (-$52.4K)
Filed 2026-10-23
Quilter Plc
DECREASED
Shares5,495 from 7,020
Change-1,525 (-22%)
Value$591.4K (-$233.1K)
Filed 2026-10-21
Values Added Financial LLC
INCREASED
Shares5,489 from 5,480
Change+9 (+0%)
Value$590.8K (-$52.9K)
Filed 2026-10-28
Hengehold Capital Management LLC
DECREASED
Shares5,478 from 6,277
Change-799 (-13%)
Value$589.6K (-$147.8K)
Filed 2026-10-16
North Berkeley Wealth Management, LLC
UNCHANGED
Shares5,464 from 5,464
Change0 (0%)
Value$588.1K (-$53.7K)
Filed 2026-11-02
Watchman Group, Inc.
INCREASED
Shares5,451 from 5,254
Change+197 (+4%)
Value$586.7K (-$30.4K)
Filed 2026-10-16
Marathon Capital Management
INCREASED
Shares5,443 from 5,173
Change+270 (+5%)
Value$585.8K (-$21.8K)
Filed 2026-10-23
Teza Capital Management LLC
INCREASED
Shares5,440 from 3,570
Change+1,870 (+52%)
Value$585.5K (+$166.2K)
Filed 2026-10-23
Fishman JAY A LTD
UNCHANGED
Shares5,430 from 5,430
Change0 (0%)
Value$584.4K (-$53.4K)
Filed 2026-10-26
RDA Financial Network
DECREASED
Shares5,423 from 6,143
Change-720 (-12%)
Value$583.7K (-$137.9K)
Filed 2026-10-15
Intergy Private Wealth, LLC
INCREASED
Shares5,413 from 4,935
Change+478 (+10%)
Value$582.6K (+$2.9K)
Filed 2026-10-16
Strategic Advisors LLC
DECREASED
Shares5,409 from 6,607
Change-1,198 (-18%)
Value$582.2K (-$193.8K)
Filed 2026-10-13
Griffith & Werner, Inc.
INCREASED
Shares5,409 from 5,408
Change+1 (+0%)
Value$582.1K (-$52.9K)
Filed 2026-11-04
Abner Herrman & Brock LLC
INCREASED
Shares5,395 from 5,307
Change+88 (+2%)
Value$581.0K (-$42.0K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
INCREASED
Shares5,366 from 4,726
Change+640 (+14%)
Value$577.5K (+$22.4K)
Filed 2026-11-03
TriaGen Wealth Management LLC
DECREASED
Shares5,344 from 17,793
Change-12,449 (-70%)
Value$575.2K (-$1.5M)
Filed 2026-10-14
Channel Wealth LLC
INCREASED
Shares5,334 from 5,264
Change+70 (+1%)
Value$574.1K (-$44.2K)
Filed 2026-11-06
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares5,329 from 5,528
Change-199 (-4%)
Value$573.5K (-$75.8K)
Filed 2026-10-29
Clearwave Capital, LLC
INCREASED
Shares5,322 from 4,773
Change+549 (+12%)
Value$572.8K (+$12.1K)
Filed 2026-10-27
Maia Wealth LLC
INCREASED
Shares5,298 from 5,191
Change+107 (+2%)
Value$570.2K (-$39.5K)
Filed 2026-10-19
Capital Squared Financial LLC
DECREASED
Shares5,291 from 5,298
Change-7 (0%)
Value$569.4K (-$52.9K)
Filed 2026-10-30
WealthPoint Financial, LLC
INCREASED
Shares5,284 from 5,258
Change+26 (+0%)
Value$568.8K (-$48.8K)
Filed 2026-11-03
Dakota Community Bank & Trust NA
DECREASED
Shares5,279 from 5,617
Change-338 (-6%)
Value$568.2K (-$91.6K)
Filed 2026-10-09
Cascade Investment Group, Inc.
UNCHANGED
Shares5,277 from 5,277
Change0 (0%)
Value$568.0K (-$51.9K)
Filed 2026-10-13
CPA Asset Management Group, LLC
DECREASED
Shares5,275 from 5,335
Change-60 (-1%)
Value$567.7K (-$58.9K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares5,272 from 23,758
Change-18,486 (-78%)
Value$567.5K (-$2.2M)
Filed 2026-10-14
Diversified Portfolios, Inc.
INCREASED
Shares5,265 from 4,684
Change+581 (+12%)
Value$566.7K (+$16.5K)
Filed 2026-11-04
Barton Investment Management
INCREASED
Shares5,260 from 5,080
Change+180 (+4%)
Value$566.1K (-$30.6K)
Filed 2026-10-27
Prosperity Financial Group, Inc.
DECREASED
Shares5,253 from 5,878
Change-625 (-11%)
Value$565.4K (-$125.1K)
Filed 2026-10-29
Johnson Bixby & Associates, LLC
INCREASED
Shares5,237 from 2,891
Change+2,346 (+81%)
Value$563.7K (+$224.2K)
Filed 2026-10-14
Dillon & Associates Inc
DECREASED
Shares5,225 from 5,413
Change-188 (-3%)
Value$564.0K (-$69.0K)
Filed 2026-10-22
Spinnaker Investment Group, LLC
INCREASED
Shares5,212 from 5,099
Change+113 (+2%)
Value$561.0K (-$37.9K)
Filed 2026-10-13
Global Assets Advisory, LLC
UNCHANGED
Shares5,211 from 5,211
Change0 (0%)
Value$585.7K (-$21.3K)
Filed 2026-10-28
Warburton Capital Management, LLC
DECREASED
Shares5,207 from 5,490
Change-283 (-5%)
Value$536.2K (-$107.8K)
Filed 2026-11-06
Titleist Asset Management, LLC
INCREASED
Shares5,205 from 4,702
Change+503 (+11%)
Value$560.2K (+$7.9K)
Filed 2026-10-08
Noesis Capital Mangement Corp
INCREASED
Shares5,204 from 2,319
Change+2,885 (+124%)
Value$560.2K (+$287.8K)
Filed 2026-10-26
Mattern Wealth Management LLC
UNCHANGED
Shares5,193 from 5,193
Change0 (0%)
Value$558.9K (-$51.0K)
Filed 2026-11-04
Blume Capital Management, Inc.
UNCHANGED
Shares5,189 from 5,189
Change0 (0%)
Value$558.5K (-$51.0K)
Filed 2026-10-26
Westover Capital Advisors, LLC
INCREASED
Shares5,157 from 4,148
Change+1,009 (+24%)
Value$555.0K (+$67.8K)
Filed 2026-10-26
Austin Wealth Management, LLC
INCREASED
Shares5,156 from 5,151
Change+5 (+0%)
Value$592.4K (+$15.8K)
Filed 2026-11-06
Nixon Peabody Trust Co
DECREASED
Shares5,144 from 5,148
Change-4 (0%)
Value$553.6K (-$51.0K)
Filed 2026-10-23
Catalyst Investment Management LLC
INCREASED
Shares5,144 from 5,143
Change+1 (+0%)
Value$553.6K (-$50.5K)
Filed 2026-10-21
Grace & White Inc
UNCHANGED
Shares5,140 from 5,140
Change0 (0%)
Value$553.2K (-$50.5K)
Filed 2026-10-23
Elser Financial Planning, Inc
INCREASED
Shares5,136 from 5,092
Change+44 (+1%)
Value$552.7K (-$45.3K)
Filed 2026-10-16
Hall Laurie J Trustee
DECREASED
Shares5,120 from 5,305
Change-185 (-3%)
Value$551.1K (-$72.1K)
Filed 2026-10-06
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares5,119 from 5,119
Change0 (0%)
Value$551.0K (-$50.3K)
Filed 2026-11-02
Generali Investments, Management Co LLC
DECREASED
Shares5,116 from 24,407
Change-19,291 (-79%)
Value$550.6K (-$2.3M)
Filed 2026-10-19
Sage Investment Counsel LLC
INCREASED
Shares5,112 from 5,111
Change+1 (+0%)
Value$550.2K (-$50.2K)
Filed 2026-10-26
Myriad Asset Management US LP
NEW
Shares5,085
Change+5,085
Value$547.0K
Filed 2026-11-03
Jackson Creek Investment Advisors LLC
DECREASED
Shares5,085 from 8,441
Change-3,356 (-40%)
Value$547.0K (+$546.0K)
Filed 2026-11-04
Kavar Capital Partners Group, LLC
DECREASED
Shares5,081 from 5,997
Change-916 (-15%)
Value$546.9K (-$157.5K)
Filed 2026-11-06
North Capital, Inc.
DECREASED
Shares5,070 from 5,220
Change-150 (-3%)
Value$583.5K (-$29.7K)
Filed 2026-10-16
Redwood Park Advisors LLC
INCREASED
Shares5,061 from 4,750
Change+311 (+7%)
Value$544.7K (-$13.2K)
Filed 2026-11-02
Shakespeare Wealth Management, LLC
INCREASED
Shares5,060 from 4,096
Change+964 (+24%)
Value$544.6K (+$63.5K)
Filed 2026-10-28
Marietta Wealth Management, LLC
UNCHANGED
Shares5,041 from 5,041
Change0 (0%)
Value$572.9K (-$19.3K)
Filed 2026-10-22
New Covenant Trust Company, N.A.
INCREASED
Shares5,024 from 4,307
Change+717 (+17%)
Value$540.7K (+$34.8K)
Filed 2026-10-08
Meridian Financial Partners LLC
DECREASED
Shares5,019 from 5,094
Change-75 (-1%)
Value$551.4K (-$18.0K)
Filed 2026-10-23
Fingerlakes Wealth Management, Inc.
DECREASED
Shares5,017 from 5,056
Change-39 (-1%)
Value$540.0K (-$53.8K)
Filed 2026-11-04
Financial Planning Fort Collins, LLC
UNCHANGED
Shares5,014 from 5,014
Change0 (0%)
Value$539.7K (-$53.5K)
Filed 2026-10-16
IMPACTfolio, LLC
UNCHANGED
Shares4,996 from 4,996
Change0 (0%)
Value$537.7K (-$49.1K)
Filed 2026-10-28
Balance Wealth Partners LLC
DECREASED
Shares4,994 from 6,042
Change-1,048 (-17%)
Value$537.5K (-$172.2K)
Filed 2026-10-27
R Squared Ltd
INCREASED
Shares4,992 from 2,906
Change+2,086 (+72%)
Value$537.3K (+$196.0K)
Filed 2026-11-06
JSF Financial, LLC
INCREASED
Shares4,982 from 3,657
Change+1,325 (+36%)
Value$536.2K (+$106.6K)
Filed 2026-10-22
Legacy Wealth Management, LLC / MS
DECREASED
Shares4,979 from 4,991
Change-12 (0%)
Value$535.9K (-$50.4K)
Filed 2026-10-30
Raab & Moskowitz Asset Management LLC
DECREASED
Shares4,976 from 5,050
Change-74 (-1%)
Value$535.6K (-$57.5K)
Filed 2026-11-02
Eurizon SLJ Capital Ltd
DECREASED
Shares4,975 from 5,583
Change-608 (-11%)
Value$535.5K (-$120.3K)
Filed 2026-11-06
Montis Financial, LLC
DECREASED
Shares4,965 from 5,183
Change-218 (-4%)
Value$534.4K (-$74.4K)
Filed 2026-11-04
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares4,965 from 4,965
Change0 (0%)
Value$534.4K (-$48.8K)
Filed 2026-10-23
Armbruster Capital Management, Inc.
INCREASED
Shares4,945 from 4,820
Change+125 (+3%)
Value$532.2K (-$33.9K)
Filed 2026-10-19
Insight Advisors, LLC/ PA
DECREASED
Shares4,945 from 4,986
Change-41 (-1%)
Value$532.3K (-$53.2K)
Filed 2026-10-22
Rose Capital Advisors LLC
INCREASED
Shares4,928 from 3,804
Change+1,124 (+30%)
Value$530.4K (+$83.6K)
Filed 2026-11-04
Ariadne Wealth Management, LP
INCREASED
Shares4,928 from 4,414
Change+514 (+12%)
Value$530.4K (+$11.9K)
Filed 2026-11-06
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares4,927 from 4,198
Change+729 (+17%)
Value$530.4K (+$37.4K)
Filed 2026-10-09
Summit Securities Group LLC
NEW
Shares4,921
Change+4,921
Value$529.6K
Filed 2026-11-05
Kozak & Associates, Inc.
INCREASED
Shares4,905 from 4,899
Change+6 (+0%)
Value$541.0K (-$32.2K)
Filed 2026-10-29
Ulrich Consultants & Investment Group, LLC
NEW
Shares4,904
Change+4,904
Value$527.8K
Filed 2026-10-13
Wakefield Asset Management Lllp
INCREASED
Shares4,890 from 4,686
Change+204 (+4%)
Value$526.3K (-$24.1K)
Filed 2026-11-05
Dala Group, LLC
INCREASED
Shares4,884 from 4,393
Change+491 (+11%)
Value$525.7K (+$9.7K)
Filed 2026-10-29
Unique Wealth, LLC
INCREASED
Shares4,880 from 3,114
Change+1,766 (+57%)
Value$525.2K (+$159.5K)
Filed 2026-10-16
Orca Investment Management, LLC
NEW
Shares4,866
Change+4,866
Value$523.7K
Filed 2026-10-29
Jmac Enterprises LLC
DECREASED
Shares4,862 from 5,162
Change-300 (-6%)
Value$523.3K (-$83.0K)
Filed 2026-10-30
Lynch Investment Planning, LLC
DECREASED
Shares4,861 from 4,888
Change-27 (-1%)
Value$523.2K (-$51.0K)
Filed 2026-10-27
Warwick Investment Management, Inc.
DECREASED
Shares4,851 from 4,860
Change-9 (0%)
Value$522.1K (-$48.7K)
Filed 2026-10-19
Revisor Wealth Management LLC
INCREASED
Shares4,848 from 4,393
Change+455 (+10%)
Value$522.6K (+$6.5K)
Filed 2026-10-20
Gerber, LLC
DECREASED
Shares4,841 from 4,872
Change-31 (-1%)
Value$521.1K (-$51.2K)
Filed 2026-10-21
First Community Trust NA
INCREASED
Shares4,823 from 3,443
Change+1,380 (+40%)
Value$519.1K (+$114.7K)
Filed 2026-10-07
Crumly & Associates Inc.
INCREASED
Shares4,823 from 4,653
Change+170 (+4%)
Value$519.1K (-$27.5K)
Filed 2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares4,809 from 3,453
Change+1,356 (+39%)
Value$517.7K (+$112.0K)
Filed 2026-10-14
AUA Capital Management, LLC
UNCHANGED
Shares4,806 from 4,806
Change0 (0%)
Value$517.3K (-$47.2K)
Filed 2026-10-15
Human Investing LLC
DECREASED
Shares4,792 from 5,118
Change-326 (-6%)
Value$515.8K (-$85.3K)
Filed 2026-10-19
Warren Street Wealth Advisors, LLC
INCREASED
Shares4,786 from 4,738
Change+48 (+1%)
Value$515.2K (-$41.4K)
Filed 2026-11-04
Skyline Advisors, Inc.
INCREASED
Shares4,769 from 4,448
Change+321 (+7%)
Value$513.3K (-$9.2K)
Filed 2026-11-03
Kaydan Wealth Management, Inc.
DECREASED
Shares4,765 from 5,222
Change-457 (-9%)
Value$512.9K (-$100.5K)
Filed 2026-10-08
Shira Ridge Wealth Management
DECREASED
Shares4,765 from 4,895
Change-130 (-3%)
Value$512.8K (-$62.1K)
Filed 2026-10-09
Detalus Advisors, LLC
INCREASED
Shares4,757 from 4,622
Change+135 (+3%)
Value$512.0K (-$30.9K)
Filed 2026-10-15
Wealth Group, Ltd.
DECREASED
Shares4,752 from 32,251
Change-27,499 (-85%)
Value$511.0K (-$3.3M)
Filed 2026-10-30
First Growth Capital LLC
UNCHANGED
Shares4,737 from 4,737
Change0 (0%)
Value$509.8K (-$46.6K)
Filed 2026-10-15
Gratus Wealth Advisors, LLC
INCREASED
Shares4,735 from 4,363
Change+372 (+9%)
Value$509.6K (-$2.9K)
Filed 2026-10-26
Fermata Advisors, LLC
INCREASED
Shares4,733 from 4,440
Change+293 (+7%)
Value$509.5K (-$12.1K)
Filed 2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares4,732 from 5,372
Change-640 (-12%)
Value$509.3K (-$121.7K)
Filed 2026-10-13
Optivise Advisory Services LLC
DECREASED
Shares4,730 from 5,470
Change-740 (-14%)
Value$509.1K (-$133.4K)
Filed 2026-10-19
Foundation Wealth Management, Llc\pa
INCREASED
Shares4,723 from 4,658
Change+65 (+1%)
Value$508.3K (-$38.9K)
Filed 2026-10-14
Globalt Investments LLC / GA
UNCHANGED
Shares4,723 from 4,723
Change0 (0%)
Value$508.3K (-$46.4K)
Filed 2026-10-27
WestHill Financial Advisors, Inc.
DECREASED
Shares4,721 from 4,928
Change-207 (-4%)
Value$508.1K (-$70.7K)
Filed 2026-10-14
One Day In July LLC
UNCHANGED
Shares4,720 from 4,720
Change0 (0%)
Value$508.1K (-$46.4K)
Filed 2026-10-30
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares4,718 from 4,718
Change0 (0%)
Value$507.8K (-$46.4K)
Filed 2026-10-09
Master's Wealth Management Inc.
INCREASED
Shares4,716 from 4,492
Change+224 (+5%)
Value$507.5K (-$20.2K)
Filed 2026-10-22
Sigma Investment Counselors Inc
DECREASED
Shares4,713 from 5,474
Change-761 (-14%)
Value$507.2K (-$135.7K)
Filed 2026-10-27
Vista Capital Partners, Inc.
INCREASED
Shares4,702 from 4,473
Change+229 (+5%)
Value$506.1K (-$19.3K)
Filed 2026-11-06
Hamilton Capital, LLC
DECREASED
Shares4,702 from 4,815
Change-113 (-2%)
Value$506.1K (-$59.5K)
Filed 2026-10-08
Millennium Capital Advisors, LLC
DECREASED
Shares4,701 from 4,708
Change-7 (0%)
Value$506.0K (-$47.1K)
Filed 2026-10-16
WPG Advisers, LLC
DECREASED
Shares4,698 from 4,812
Change-114 (-2%)
Value$505.6K (-$59.6K)
Filed 2026-10-27
Lincoln Capital Corp
DECREASED
Shares4,681 from 4,687
Change-6 (0%)
Value$503.8K (-$46.7K)
Filed 2026-10-13
August Group Capital Ltd
DECREASED
Shares4,680 from 4,723
Change-43 (-1%)
Value$503.6K (-$51.0K)
Filed 2026-10-14
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares4,676 from 4,320
Change+356 (+8%)
Value$503.3K (-$4.1K)
Filed 2026-10-09
Successful Portfolios LLC
INCREASED
Shares4,667 from 4,647
Change+20 (+0%)
Value$526.2K (-$30.2K)
Filed 2026-10-09
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares4,666 from 4,666
Change0 (0%)
Value$502.2K (-$45.9K)
Filed 2026-11-02
Five Oceans Advisors
DECREASED
Shares4,655 from 6,174
Change-1,519 (-25%)
Value$501.0K (-$224.2K)
Filed 2026-10-22
Ascent Wealth Partners, LLC
INCREASED
Shares4,653 from 4,593
Change+60 (+1%)
Value$500.8K (-$38.6K)
Filed 2026-10-23
American National Bank & Trust
DECREASED
Shares4,636 from 5,027
Change-391 (-8%)
Value$499.0K (-$91.5K)
Filed 2026-10-07
Wealth Management Partners, LLC
DECREASED
Shares4,632 from 5,054
Change-422 (-8%)
Value$498.5K (-$95.1K)
Filed 2026-10-21
Powers Advisory Group, LLC
DECREASED
Shares4,626 from 4,656
Change-30 (-1%)
Value$497.9K (-$48.9K)
Filed 2026-10-14
Henderson Brothers Financial Partners, LLC
DECREASED
Shares4,626 from 4,636
Change-10 (0%)
Value$497.9K (-$46.6K)
Filed 2026-11-03
Marks Group Wealth Management, Inc
DECREASED
Shares4,616 from 5,424
Change-808 (-15%)
Value$496.8K (-$140.3K)
Filed 2026-11-05
LongView Wealth Management
INCREASED
Shares4,606 from 4,398
Change+208 (+5%)
Value$495.7K (-$20.8K)
Filed 2026-10-19
Family Capital Management, Inc.
INCREASED
Shares4,589 from 2,511
Change+2,078 (+83%)
Value$494.0K (+$199.1K)
Filed 2026-11-03
Willner & Heller, LLC
INCREASED
Shares4,584 from 4,567
Change+17 (+0%)
Value$493.3K (-$43.2K)
Filed 2026-10-28
Echo45 Advisors LLC
NEW
Shares4,570
Change+4,570
Value$491.8K
Filed 2026-10-07
Heck Capital Advisors, LLC
DECREASED
Shares4,568 from 4,649
Change-81 (-2%)
Value$491.7K (-$54.4K)
Filed 2026-10-14
DT Investment Partners, LLC
UNCHANGED
Shares4,562 from 4,562
Change0 (0%)
Value$491.0K (-$44.8K)
Filed 2026-10-27
Goldstein Advisors, LLC
INCREASED
Shares4,538 from 4,133
Change+405 (+10%)
Value$488.4K (+$3.0K)
Filed 2026-10-15
TFC Financial Management, Inc.
DECREASED
Shares4,538 from 4,550
Change-12 (0%)
Value$488.5K (-$46.0K)
Filed 2026-10-26
Peterson Wealth Services
INCREASED
Shares4,537 from 3,846
Change+691 (+18%)
Value$488.3K (+$36.6K)
Filed 2026-10-26
Greater Midwest Financial Group, LLC
INCREASED
Shares4,532 from 4,522
Change+10 (+0%)
Value$487.8K (-$43.4K)
Filed 2026-10-13
Fairscale Capital, LLC
INCREASED
Shares4,525 from 4,500
Change+25 (+1%)
Value$472.9K (-$55.7K)
Filed 2026-11-04
Garrett Wealth Advisory Group, LLC
DECREASED
Shares4,522 from 4,546
Change-24 (-1%)
Value$486.7K (-$47.3K)
Filed 2026-10-22
Sound Portfolio Advisors, LLC
INCREASED
Shares4,518 from 4,478
Change+40 (+1%)
Value$486.3K (-$39.7K)
Filed 2026-11-05
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares4,516 from 4,516
Change0 (0%)
Value$486.1K (-$44.4K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
DECREASED
Shares4,514 from 4,836
Change-322 (-7%)
Value$532.4K (-$33.5K)
Filed 2026-10-09
Allied Investment Advisors, LLC
UNCHANGED
Shares4,508 from 4,508
Change0 (0%)
Value$485.2K (-$44.3K)
Filed 2026-10-13
AA Financial Advisors, LLC
DECREASED
Shares4,501 from 4,960
Change-459 (-9%)
Value$484.4K (-$98.2K)
Filed 2026-10-19
IvyRock Asset Management (HK) Ltd
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$484.3K (-$44.2K)
Filed 2026-11-06
Harrell Investment Partners, LLC
INCREASED
Shares4,499 from 4,498
Change+1 (+0%)
Value$484.3K (-$44.1K)
Filed 2026-10-15
Saratoga Research & Investment Management
UNCHANGED
Shares4,493 from 4,493
Change0 (0%)
Value$483.6K (-$44.2K)
Filed 2026-10-16
Aull & Monroe Investment Management Corp
DECREASED
Shares4,492 from 4,892
Change-400 (-8%)
Value$483.5K (-$91.1K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares4,477 from 1,818
Change+2,659 (+146%)
Value$481.9K (+$268.3K)
Filed 2026-10-26
Bluedoor Private Wealth, LLC
DECREASED
Shares4,455 from 4,479
Change-24 (-1%)
Value$479.5K (-$46.6K)
Filed 2026-11-05
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares4,452 from 5,469
Change-1,017 (-19%)
Value$479.1K (-$163.3K)
Filed 2026-10-26
Narus Financial Partners, LLC
INCREASED
Shares4,452 from 4,326
Change+126 (+3%)
Value$479.2K (-$29.0K)
Filed 2026-10-19
Jm2 Capital Inc.
INCREASED
Shares4,439 from 4,354
Change+85 (+2%)
Value$477.8K (-$33.6K)
Filed 2026-10-14
Asset Advisory Group, Inc.
UNCHANGED
Shares4,431 from 4,431
Change0 (0%)
Value$476.9K (-$43.6K)
Filed 2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares4,419 from 4,419
Change0 (0%)
Value$475.6K (-$43.4K)
Filed 2026-10-16
Arvest Investments, Inc.
NEW
Shares4,401
Change+4,401
Value$473.7K
Filed 2026-10-21
World Equity Group, Inc.
DECREASED
Shares4,387 from 17,239
Change-12,852 (-75%)
Value$472.2K (-$1.6M)
Filed 2026-10-14
Zega Investments, LLC
NEW
Shares4,376
Change+4,376
Value$471.0K
Filed 2026-11-04
Renasant Bank
INCREASED
Shares4,357 from 4,330
Change+27 (+1%)
Value$468.9K (-$39.7K)
Filed 2026-11-05
Compass Capital Management, Inc
INCREASED
Shares4,350 from 2,350
Change+2,000 (+85%)
Value$468.2K (+$192.2K)
Filed 2026-11-06
Redwood Financial Network Corp
INCREASED
Shares4,339 from 4,337
Change+2 (+0%)
Value$467.0K (-$42.5K)
Filed 2026-11-03
Beacon Capital Management, LLC
DECREASED
Shares4,327 from 4,906
Change-579 (-12%)
Value$465.7K (-$110.6K)
Filed 2026-10-23
Convergence Financial, LLC
DECREASED
Shares4,324 from 9,398
Change-5,074 (-54%)
Value$465.4K (-$638.6K)
Filed 2026-10-27
Balentine LLC
DECREASED
Shares4,324 from 5,544
Change-1,220 (-22%)
Value$465.4K (-$185.8K)
Filed 2026-11-03
FCG Investment Co
INCREASED
Shares4,321 from 3,996
Change+325 (+8%)
Value$465.1K (-$4.3K)
Filed 2026-10-13
Matisse Capital
UNCHANGED
Shares4,291 from 4,291
Change0 (0%)
Value$461.9K (-$42.1K)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
DECREASED
Shares4,279 from 4,286
Change-7 (0%)
Value$460.6K (-$42.8K)
Filed 2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED
Shares4,277 from 4,269
Change+8 (+0%)
Value$460.3K (-$41.2K)
Filed 2026-10-06
South Shore Capital Advisors
UNCHANGED
Shares4,262 from 4,262
Change0 (0%)
Value$458.7K (-$41.9K)
Filed 2026-10-20
Entrust Financial LLC
INCREASED
Shares4,258 from 4,237
Change+21 (+1%)
Value$458.3K (-$39.5K)
Filed 2026-11-04
Reston Wealth Management LLC
INCREASED
Shares4,250 from 3,850
Change+400 (+10%)
Value$457.5K (+$5.2K)
Filed 2026-10-29
S&A Financial Services, Inc.
INCREASED
Shares4,244 from 4,239
Change+5 (+0%)
Value$456.8K (-$41.0K)
Filed 2026-11-03
Nicholas Wealth, Llc.
INCREASED
Shares4,238 from 3,550
Change+688 (+19%)
Value$456.1K (+$39.1K)
Filed 2026-10-26
Bond & Devick Financial Network, Inc.
DECREASED
Shares4,234 from 4,519
Change-285 (-6%)
Value$455.7K (-$75.1K)
Filed 2026-10-23
Financial Freedom, LLC
INCREASED
Shares4,234 from 4,226
Change+8 (+0%)
Value$455.7K (-$40.7K)
Filed 2026-11-06
Tenet Wealth Partners, LLC
INCREASED
Shares4,233 from 4,187
Change+46 (+1%)
Value$455.6K (-$24.1K)
Filed 2026-10-19
Vision Capital Management, Inc.
DECREASED
Shares4,231 from 5,697
Change-1,466 (-26%)
Value$455.4K (-$213.8K)
Filed 2026-10-20
Isthmus Partners, LLC
INCREASED
Shares4,229 from 3,319
Change+910 (+27%)
Value$455.2K (+$65.3K)
Filed 2026-10-21
James J. Burns & Company, LLC
UNCHANGED
Shares4,229 from 4,229
Change0 (0%)
Value$455.2K (-$41.5K)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
DECREASED
Shares4,214 from 4,623
Change-409 (-9%)
Value$453.6K (-$89.5K)
Filed 2026-10-20
Security Financial Services, Inc.
DECREASED
Shares4,211 from 4,237
Change-26 (-1%)
Value$453.2K (-$44.4K)
Filed 2026-10-29
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$452.0K (-$41.3K)
Filed 2026-10-09
Rahlfs Capital, LLC
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$452.0K (-$41.3K)
Filed 2026-10-23
Wiregrass Investment Management LLC
UNCHANGED
Shares4,199 from 4,199
Change0 (0%)
Value$451.9K (-$41.3K)
Filed 2026-11-05
Birch Hill Investment Advisors LLC
DECREASED
Shares4,196 from 4,291
Change-95 (-2%)
Value$451.6K (-$52.4K)
Filed 2026-10-16
Kroeger Financial Partners
UNCHANGED
Shares4,191 from 4,191
Change0 (0%)
Value$451.1K (-$41.2K)
Filed 2026-10-19
MQS Management LLC
NEW
Shares4,182
Change+4,182
Value$450.1K
Filed 2026-11-06
Sloy Dahl & Holst, LLC
UNCHANGED
Shares4,172 from 4,172
Change0 (0%)
Value$449.0K (-$41.0K)
Filed 2026-10-14
MB, Levis & Associates, LLC
DECREASED
Shares4,169 from 4,171
Change-2 (0%)
Value$448.7K (-$41.2K)
Filed 2026-10-16
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares4,159 from 4,159
Change0 (0%)
Value$447.6K (-$40.9K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares4,155 from 2,897
Change+1,258 (+43%)
Value$447.2K (+$106.9K)
Filed 2026-10-14
VAN Strum & Towne Inc.
INCREASED
Shares4,140 from 3,285
Change+855 (+26%)
Value$445.6K (+$59.7K)
Filed 2026-11-06
Tanager Wealth Management LLP
INCREASED
Shares4,124 from 2,825
Change+1,299 (+46%)
Value$443.9K (+$112.0K)
Filed 2026-10-19
Bright Financial Advisors, Inc.
UNCHANGED
Shares4,122 from 4,122
Change0 (0%)
Value$443.7K (-$40.5K)
Filed 2026-10-23
Lantern Wealth Advisors, LLC
INCREASED
Shares4,121 from 3,584
Change+537 (+15%)
Value$443.6K (+$22.6K)
Filed 2026-10-22
Arta Finance Wealth Management LLC
INCREASED
Shares4,112 from 3,246
Change+866 (+27%)
Value$440.9K (+$61.0K)
Filed 2026-10-28
Argent Capital Management LLC
UNCHANGED
Shares4,109 from 4,109
Change0 (0%)
Value$442.3K (-$40.4K)
Filed 2026-10-05
Richwood Investment Advisors, LLC
DECREASED
Shares4,102 from 4,147
Change-45 (-1%)
Value$441.5K (-$45.6K)
Filed 2026-10-30
Seed Wealth Management, Inc.
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$441.3K (-$40.3K)
Filed 2026-10-20
GSG Advisors LLC
DECREASED
Shares4,099 from 5,193
Change-1,094 (-21%)
Value$441.2K (-$168.7K)
Filed 2026-11-03
Black Diamond Financial, LLC
UNCHANGED
Shares4,093 from 4,093
Change0 (0%)
Value$440.5K (-$40.2K)
Filed 2026-10-26
Lipe & Dalton
UNCHANGED
Shares4,084 from 4,084
Change0 (0%)
Value$440.0K (-$40.0K)
Filed 2026-10-15
Valued Retirements, Inc.
INCREASED
Shares4,078 from 4,077
Change+1 (+0%)
Value$438.9K (-$40.0K)
Filed 2026-11-06
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares4,077 from 3,315
Change+762 (+23%)
Value$438.8K (+$49.4K)
Filed 2026-11-02
NovaPoint Capital, LLC
INCREASED
Shares4,077 from 4,014
Change+63 (+2%)
Value$438.8K (-$32.7K)
Filed 2026-10-22
City State Bank
DECREASED
Shares4,057 from 4,153
Change-96 (-2%)
Value$436.7K (-$51.2K)
Filed 2026-10-20
Financial Perspectives, Inc
INCREASED
Shares4,056 from 3,405
Change+651 (+19%)
Value$436.6K (+$36.6K)
Filed 2026-11-03
Elevatus Welath Management
INCREASED
Shares4,016 from 2,669
Change+1,347 (+50%)
Value$432.2K (+$118.7K)
Filed 2026-10-19
McGuire Investment Group, LLC
INCREASED
Shares4,011 from 3,946
Change+65 (+2%)
Value$431.7K (-$31.8K)
Filed 2026-10-23
Randall & Associates Wealth Management
DECREASED
Shares4,008 from 4,976
Change-968 (-19%)
Value$431.4K (-$153.1K)
Filed 2026-10-20
Lighthouse Financial LLC
DECREASED
Shares4,007 from 4,180
Change-173 (-4%)
Value$431.3K (-$59.7K)
Filed 2026-10-23
Stone Summit Wealth LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$430.5K (-$39.3K)
Filed 2026-10-14
Avity Investment Management Inc.
INCREASED
Shares3,995 from 3,395
Change+600 (+18%)
Value$430.0K (+$31.2K)
Filed 2026-10-09
Traveka Wealth, LLC
DECREASED
Shares3,988 from 4,016
Change-28 (-1%)
Value$429.3K (-$42.5K)
Filed 2026-10-19
Prota Financial, LLC
DECREASED
Shares3,984 from 4,201
Change-217 (-5%)
Value$433.3K (-$58.3K)
Filed 2026-10-08
DB&C Advisors, LLC
INCREASED
Shares3,982 from 3,970
Change+12 (+0%)
Value$428.6K (-$37.7K)
Filed 2026-10-26
Bay Capital Advisors, LLC
UNCHANGED
Shares3,981 from 3,981
Change0 (0%)
Value$428.5K (-$39.1K)
Filed 2026-10-16
Hamel Associates, Inc.
INCREASED
Shares3,973 from 3,723
Change+250 (+7%)
Value$427.6K (-$9.7K)
Filed 2026-11-06
Argyle Capital Partners, LLC
DECREASED
Shares3,968 from 4,272
Change-304 (-7%)
Value$427.1K (-$74.7K)
Filed 2026-10-23
Kelly Financial Services LLC
INCREASED
Shares3,967 from 3,587
Change+380 (+11%)
Value$427.0K (+$5.6K)
Filed 2026-10-20
Lesa Sroufe & Co
UNCHANGED
Shares3,967 from 3,967
Change0 (0%)
Value$427.0K (-$39.0K)
Filed 2026-10-29
HT Partners LLC
UNCHANGED
Shares3,966 from 3,966
Change0 (0%)
Value$426.9K (-$39.0K)
Filed 2026-10-20
Rockline Wealth Management, LLC
UNCHANGED
Shares3,942 from 3,942
Change0 (0%)
Value$424.3K (-$38.8K)
Filed 2026-10-26
Blackston Financial Advisory Group, LLC
INCREASED
Shares3,932 from 3,097
Change+835 (+27%)
Value$423.2K (+$59.5K)
Filed 2026-11-04
Worth Financial Advisory Group, LLC
DECREASED
Shares3,932 from 4,051
Change-119 (-3%)
Value$423.2K (-$52.5K)
Filed 2026-10-19
Inman Jager Wealth Management, LLC
DECREASED
Shares3,931 from 4,538
Change-607 (-13%)
Value$423.1K (-$109.9K)
Filed 2026-11-05
Wealth Effects LLC
INCREASED
Shares3,929 from 3,559
Change+370 (+10%)
Value$422.9K (+$4.8K)
Filed 2026-10-23
Stronghold Wealth Management L.L.C.
INCREASED
Shares3,929 from 3,833
Change+96 (+3%)
Value$422.9K (-$27.3K)
Filed 2026-10-16
Future Financial Wealth Managment LLC
DECREASED
Shares3,926 from 3,974
Change-48 (-1%)
Value$422.6K (-$25.6K)
Filed 2026-10-15
Crusonia Wealth Advisors LLC
DECREASED
Shares3,916 from 4,351
Change-435 (-10%)
Value$421.5K (-$89.6K)
Filed 2026-10-26
AWM Capital, LLC
DECREASED
Shares3,910 from 3,998
Change-88 (-2%)
Value$420.9K (-$48.7K)
Filed 2026-10-16
Yoder Wealth Management, Inc.
UNCHANGED
Shares3,910 from 3,910
Change0 (0%)
Value$420.8K (-$38.4K)
Filed 2026-10-13
Reap Financial Group, LLC
INCREASED
Shares3,900 from 3,477
Change+423 (+12%)
Value$419.7K (+$11.4K)
Filed 2026-11-02
Motive Wealth Advisors
DECREASED
Shares3,896 from 3,968
Change-72 (-2%)
Value$419.3K (-$46.8K)
Filed 2026-10-26
BetterWealth, LLC
DECREASED
Shares3,872 from 4,256
Change-384 (-9%)
Value$416.8K (-$83.1K)
Filed 2026-10-15
Great Waters Wealth Management
DECREASED
Shares3,864 from 3,865
Change-1 (0%)
Value$415.9K (-$38.1K)
Filed 2026-10-07
Clay Northam Wealth Management, LLC
DECREASED
Shares3,852 from 3,866
Change-14 (0%)
Value$414.6K (-$39.5K)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED
Shares3,837 from 6,778
Change-2,941 (-43%)
Value$413.1K (-$383.1K)
Filed 2026-10-14
KG Capital Management
INCREASED
Shares3,836 from 2,165
Change+1,671 (+77%)
Value$412.8K (+$158.5K)
Filed 2026-10-15
Lincoln Capital LLC
DECREASED
Shares3,834 from 3,860
Change-26 (-1%)
Value$411.8K (-$41.6K)
Filed 2026-10-09
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares3,824 from 3,824
Change0 (0%)
Value$411.6K (-$37.6K)
Filed 2026-10-20
Thrive Capital Management, LLC
INCREASED
Shares3,823 from 3,789
Change+34 (+1%)
Value$411.5K (-$33.6K)
Filed 2026-10-28
Omnitrust Wealth Management, Inc
NEW
Shares3,817
Change+3,817
Value$410.8K
Filed 2026-11-02
Transcendent Capital Group LLC
INCREASED
Shares3,816 from 3,674
Change+142 (+4%)
Value$410.7K (-$20.8K)
Filed 2026-10-28
Aletheian Wealth Advisors LLC
INCREASED
Shares3,806 from 3,728
Change+78 (+2%)
Value$409.6K (-$28.3K)
Filed 2026-10-08
Uniting Wealth Partners, LLC
INCREASED
Shares3,805 from 3,528
Change+277 (+8%)
Value$409.5K (-$4.9K)
Filed 2026-11-06
ARQ Wealth Advisors, LLC
INCREASED
Shares3,800 from 3,760
Change+40 (+1%)
Value$409.0K (-$12.9K)
Filed 2026-10-29
Shayne & Jacobs, LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$409.0K (-$37.4K)
Filed 2026-10-21
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares3,787 from 3,530
Change+257 (+7%)
Value$407.6K (-$7.1K)
Filed 2026-10-16
Prosperitas Financial LLC
INCREASED
Shares3,786 from 3,280
Change+506 (+15%)
Value$407.5K (+$22.2K)
Filed 2026-10-28
AMG Asset Management Group, Inc.
INCREASED
Shares3,769 from 3,424
Change+345 (+10%)
Value$405.6K (+$3.5K)
Filed 2026-10-21
Holland Advisory Services, Inc.
DECREASED
Shares3,769 from 4,066
Change-297 (-7%)
Value$405.7K (-$71.9K)
Filed 2026-10-26
Wetzel Investment Advisors, Inc.
DECREASED
Shares3,765 from 3,825
Change-60 (-2%)
Value$405.2K (-$44.1K)
Filed 2026-10-13
Code Waechter LLC
INCREASED
Shares3,749 from 2,804
Change+945 (+34%)
Value$403.5K (+$74.2K)
Filed 2026-10-23
Colonial River Investments, LLC
INCREASED
Shares3,747 from 3,672
Change+75 (+2%)
Value$403.2K (-$28.0K)
Filed 2026-10-19
Carson Advisory Inc.
DECREASED
Shares3,742 from 3,754
Change-12 (0%)
Value$402.7K (-$38.3K)
Filed 2026-11-06
Elevation Wealth Partners, LLC
INCREASED
Shares3,740 from 3,365
Change+375 (+11%)
Value$402.5K (+$7.3K)
Filed 2026-10-07
Kellett Wealth Advisors, LLC
DECREASED
Shares3,740 from 3,987
Change-247 (-6%)
Value$402.5K (-$65.8K)
Filed 2026-10-15
Hopwood Financial Services, Inc.
INCREASED
Shares3,734 from 3,733
Change+1 (+0%)
Value$401.9K (-$36.6K)
Filed 2026-10-29
Godsey & Gibb, Inc
DECREASED
Shares3,725 from 3,807
Change-82 (-2%)
Value$400.9K (-$46.2K)
Filed 2026-10-14
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares3,725 from 3,725
Change0 (0%)
Value$400.9K (-$36.6K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares3,721 from 3,147
Change+574 (+18%)
Value$400.5K (+$30.9K)
Filed 2026-11-05
Zinnia Wealth Advisory, LLC
INCREASED
Shares3,708 from 3,076
Change+632 (+21%)
Value$399.1K (+$37.8K)
Filed 2026-11-06
Capstone Wealth Management Group, LLC
DECREASED
Shares3,698 from 3,919
Change-221 (-6%)
Value$253.0K (-$207.3K)
Filed 2026-11-05
Carter Financial Group, Inc.
DECREASED
Shares3,696 from 3,762
Change-66 (-2%)
Value$397.8K (-$44.1K)
Filed 2026-10-21
Cogent Private Wealth, Inc.
DECREASED
Shares3,683 from 3,695
Change-12 (0%)
Value$396.4K (-$37.6K)
Filed 2026-11-06
ERn Financial, LLC
INCREASED
Shares3,663 from 3,552
Change+111 (+3%)
Value$394.3K (-$23.0K)
Filed 2026-10-28
Creative Financial Designs Inc
DECREASED
Shares3,656 from 4,670
Change-1,014 (-22%)
Value$393.4K (-$155.1K)
Filed 2026-11-04
Horizon Wealth Management, LLC
DECREASED
Shares3,649 from 3,677
Change-28 (-1%)
Value$392.7K (-$39.2K)
Filed 2026-11-02
Vaquero Private Wealth, LTD
UNCHANGED
Shares3,648 from 3,648
Change0 (0%)
Value$392.6K (-$35.9K)
Filed 2026-10-27
TruNorth Capital Management, LLC
INCREASED
Shares3,645 from 3,147
Change+498 (+16%)
Value$392.3K (+$22.7K)
Filed 2026-10-14
Private Advisory Group LLC
INCREASED
Shares3,645 from 3,344
Change+301 (+9%)
Value$392.3K (-$475)
Filed 2026-11-06
Northern Lights Advisors, Inc.
INCREASED
Shares3,640 from 3,040
Change+600 (+20%)
Value$391.8K (+$34.7K)
Filed 2026-10-21
Hobart Private Capital, LLC
DECREASED
Shares3,640 from 3,667
Change-27 (-1%)
Value$391.8K (-$39.0K)
Filed 2026-10-19
Fairvoy Private Wealth, LLC
INCREASED
Shares3,637 from 3,373
Change+264 (+8%)
Value$391.5K (-$4.7K)
Filed 2026-10-19
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares3,629 from 3,629
Change0 (0%)
Value$390.6K (-$35.7K)
Filed 2026-10-09
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares3,620 from 3,620
Change0 (0%)
Value$389.6K (-$35.6K)
Filed 2026-10-29
Towerpoint Wealth, LLC
DECREASED
Shares3,617 from 3,660
Change-43 (-1%)
Value$389.3K (-$40.6K)
Filed 2026-10-13
Buck Wealth Strategies, LLC
DECREASED
Shares3,605 from 3,647
Change-42 (-1%)
Value$388.0K (-$40.3K)
Filed 2026-10-28
Accelerate Investment Advisors LLC
INCREASED
Shares3,604 from 3,559
Change+45 (+1%)
Value$387.9K (-$30.1K)
Filed 2026-11-02
Cahaba Wealth Management, Inc.
INCREASED
Shares3,600 from 3,436
Change+164 (+5%)
Value$387.5K (-$16.1K)
Filed 2026-10-26
Friday Financial
INCREASED
Shares3,591 from 3,217
Change+374 (+12%)
Value$390.6K (+$30.9K)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED
Shares3,588 from 3,797
Change-209 (-5%)
Value$386.2K (-$59.8K)
Filed 2026-10-14
West Wealth Group, LLC
INCREASED
Shares3,582 from 3,309
Change+273 (+8%)
Value$385.5K (-$3.2K)
Filed 2026-10-14
Cottage Street Advisors LLC
DECREASED
Shares3,579 from 3,923
Change-344 (-9%)
Value$385.2K (-$75.6K)
Filed 2026-10-19
Integrity Investment Advisors, LLC
NEW
Shares3,572
Change+3,572
Value$384.5K
Filed 2026-11-03
Financial Consulate, Inc
DECREASED
Shares3,571 from 3,604
Change-33 (-1%)
Value$384.4K (-$39.0K)
Filed 2026-10-23
Sunpointe, LLC
DECREASED
Shares3,570 from 3,827
Change-257 (-7%)
Value$384.2K (-$65.3K)
Filed 2026-10-22
Essential Partners LLC
INCREASED
Shares3,570 from 3,538
Change+32 (+1%)
Value$384.2K (-$31.3K)
Filed 2026-10-14
Lecap Asset Management LTD
NEW
Shares3,559
Change+3,559
Value$383.1K
Filed 2026-10-27
Flagstone Financial Management
UNCHANGED
Shares3,551 from 3,551
Change0 (0%)
Value$382.2K (-$34.9K)
Filed 2026-11-05
Banyan Capital Management, Inc.
DECREASED
Shares3,542 from 3,701
Change-159 (-4%)
Value$381.2K (-$53.5K)
Filed 2026-11-05
Centennial Advisors, LLC
DECREASED
Shares3,539 from 3,586
Change-47 (-1%)
Value$380.9K (-$40.3K)
Filed 2026-10-21
Manchester Financial Inc
UNCHANGED
Shares3,539 from 3,539
Change0 (0%)
Value$380.9K (-$34.8K)
Filed 2026-10-15
Crescent Grove Advisors, LLC
DECREASED
Shares3,516 from 3,519
Change-3 (0%)
Value$378.4K (-$34.9K)
Filed 2026-10-21
Heritage Family Offices, LLP
INCREASED
Shares3,513 from 3,255
Change+258 (+8%)
Value$378.1K (-$4.2K)
Filed 2026-11-02
Asio Capital, LLC
NEW
Shares3,511
Change+3,511
Value$377.9K
Filed 2026-10-19
Milestones Private Investment Advisors LLC
INCREASED
Shares3,501 from 3,195
Change+306 (+10%)
Value$376.8K (+$1.5K)
Filed 2026-10-19
Watershed Private Wealth LLC
NEW
Shares3,498
Change+3,498
Value$376.5K
Filed 2026-10-30
Terril Brothers, Inc.
UNCHANGED
Shares3,496 from 3,496
Change0 (0%)
Value$376.3K (-$34.4K)
Filed 2026-11-06
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares3,493 from 3,493
Change0 (0%)
Value$376.0K (-$34.3K)
Filed 2026-10-29
Lexington Hill Partners, LLC
INCREASED
Shares3,489 from 3,233
Change+256 (+8%)
Value$375.5K (-$4.3K)
Filed 2026-10-13
Postrock Partners LLC
UNCHANGED
Shares3,475 from 3,475
Change0 (0%)
Value$374.0K (-$34.2K)
Filed 2026-11-02
Marotta Asset Management
INCREASED
Shares3,474 from 3,424
Change+50 (+1%)
Value$373.9K (-$26.7K)
Filed 2026-10-02
Bensler, LLC
DECREASED
Shares3,472 from 3,531
Change-59 (-2%)
Value$373.7K (-$41.1K)
Filed 2026-11-05
MRA Advisory Group
DECREASED
Shares3,463 from 17,937
Change-14,474 (-81%)
Value$372.7K (-$1.7M)
Filed 2026-10-07
Rede Wealth, LLC
DECREASED
Shares3,463 from 3,550
Change-87 (-2%)
Value$372.7K (-$44.3K)
Filed 2026-10-22
RBA Wealth Management, LLC
NEW
Shares3,455
Change+3,455
Value$371.9K
Filed 2026-10-28
Meritas Wealth Management, LLC
NEW
Shares3,451
Change+3,451
Value$371.4K
Filed 2026-10-14
ProVise Management Group, LLC
DECREASED
Shares3,451 from 4,556
Change-1,105 (-24%)
Value$371.4K (-$163.7K)
Filed 2026-11-06
R. W. Roge & Company, Inc.
INCREASED
Shares3,445 from 3,444
Change+1 (+0%)
Value$371.0K (-$33.0K)
Filed 2026-11-04
J. Team Financial, Inc.
INCREASED
Shares3,442 from 3,385
Change+57 (+2%)
Value$370.4K (-$27.2K)
Filed 2026-11-03
Eagle Capital Management, LLC
DECREASED
Shares3,434 from 4,517
Change-1,083 (-24%)
Value$370.0K (-$161.0K)
Filed 2026-10-19
Ferguson Shapiro LLC
DECREASED
Shares3,431 from 3,548
Change-117 (-3%)
Value$369.2K (-$47.5K)
Filed 2026-10-16
Northwest Wealth Management, LLC
INCREASED
Shares3,425 from 3,403
Change+22 (+1%)
Value$368.6K (-$31.1K)
Filed 2026-10-30
Tarbox Family Office, Inc.
UNCHANGED
Shares3,421 from 3,421
Change0 (0%)
Value$368.2K (-$33.6K)
Filed 2026-10-23
Milestone Asset Management Group, LLC
UNCHANGED
Shares3,414 from 3,414
Change0 (0%)
Value$367.4K (-$33.6K)
Filed 2026-10-20
One Way Holdings LLC
INCREASED
Shares3,411 from 3,317
Change+94 (+3%)
Value$367.1K (-$22.5K)
Filed 2026-10-29
Vista Investment Partners LLC
DECREASED
Shares3,410 from 3,620
Change-210 (-6%)
Value$367.0K (-$58.2K)
Filed 2026-10-08
Tradewinds Capital Management, LLC
UNCHANGED
Shares3,409 from 3,409
Change0 (0%)
Value$366.9K (-$33.5K)
Filed 2026-10-23
Dmkc Advisory Services, LLC
NEW
Shares3,405
Change+3,405
Value$366.5K
Filed 2026-11-04
Atala Financial Inc
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$365.9K (-$33.4K)
Filed 2026-10-22
Consolidated Capital Management, LLC
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$365.9K (-$33.4K)
Filed 2026-10-13
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares3,398 from 3,398
Change0 (0%)
Value$365.7K (-$33.4K)
Filed 2026-10-19
Private Client Services, LLC
INCREASED
Shares3,395 from 3,388
Change+7 (+0%)
Value$365.4K (-$32.6K)
Filed 2026-10-02
RAM Investment Partners, LLC
INCREASED
Shares3,394 from 3,334
Change+60 (+2%)
Value$365.3K (-$26.3K)
Filed 2026-10-21
Smart Wealth LLC
DECREASED
Shares3,394 from 3,453
Change-59 (-2%)
Value$365.3K (-$40.3K)
Filed 2026-11-04
Destiny Wealth Partners, LLC
DECREASED
Shares3,393 from 4,336
Change-943 (-22%)
Value$344.8K (-$158.1K)
Filed 2026-11-05
Encompass More Asset Management
DECREASED
Shares3,389 from 4,142
Change-753 (-18%)
Value$364.8K (-$121.8K)
Filed 2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED
Shares3,381 from 3,627
Change-246 (-7%)
Value$363.9K (-$62.1K)
Filed 2026-11-03
MBM Wealth Consultants, LLC
DECREASED
Shares3,378 from 3,585
Change-207 (-6%)
Value$363.6K (-$57.5K)
Filed 2026-10-20
Sweeney & Michel, LLC
DECREASED
Shares3,373 from 3,422
Change-49 (-1%)
Value$363.0K (-$52.5K)
Filed 2026-10-16
Sather Financial Group Inc
DECREASED
Shares3,369 from 3,589
Change-220 (-6%)
Value$362.6K (-$59.0K)
Filed 2026-10-30
Latitude Advisors, LLC
INCREASED
Shares3,366 from 3,279
Change+87 (+3%)
Value$362.3K (-$22.8K)
Filed 2026-10-27
Argus Investors' Counsel, Inc.
UNCHANGED
Shares3,366 from 3,366
Change0 (0%)
Value$362.3K (-$33.1K)
Filed 2026-10-09
ETF Store, Inc.
INCREASED
Shares3,346 from 3,338
Change+8 (+0%)
Value$360.2K (-$31.8K)
Filed 2026-10-19
Nolet Wealth Management, LLC
INCREASED
Shares3,340 from 3,208
Change+132 (+4%)
Value$359.4K (-$17.3K)
Filed 2026-10-15
Birinyi Associates Inc
UNCHANGED
Shares3,323 from 3,323
Change0 (0%)
Value$358.0K (-$32.0K)
Filed 2026-10-28
Ardent Capital Management, Inc.
UNCHANGED
Shares3,318 from 3,318
Change0 (0%)
Value$357.1K (-$32.6K)
Filed 2026-10-16
Private Wealth Management Group, LLC
INCREASED
Shares3,314 from 2,779
Change+535 (+19%)
Value$356.7K (+$30.3K)
Filed 2026-10-19
Arwa LLC
DECREASED
Shares3,311 from 3,381
Change-70 (-2%)
Value$381.0K (+$10.3K)
Filed 2026-10-21
Camden National Bank
UNCHANGED
Shares3,310 from 3,310
Change0 (0%)
Value$356.3K (-$32.5K)
Filed 2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares3,304 from 3,267
Change+37 (+1%)
Value$355.6K (-$28.1K)
Filed 2026-10-29
RW Investment Management LLC
INCREASED
Shares3,300 from 3,130
Change+170 (+5%)
Value$355.1K (-$12.5K)
Filed 2026-11-03
Gill Capital Partners, LLC
UNCHANGED
Shares3,287 from 3,287
Change0 (0%)
Value$353.8K (-$32.3K)
Filed 2026-10-13
Landaas & Co
DECREASED
Shares3,283 from 3,506
Change-223 (-6%)
Value$353.3K (-$58.5K)
Filed 2026-10-29
Seven Hills Financial, LLC
NEW
Shares3,282
Change+3,282
Value$353.2K
Filed 2026-10-13
Opus Capital Group, LLC
INCREASED
Shares3,270 from 3,243
Change+27 (+1%)
Value$352.0K (-$29.0K)
Filed 2026-10-30
Portus Wealth Advisors, LLC
DECREASED
Shares3,270 from 3,290
Change-20 (-1%)
Value$352.0K (-$34.5K)
Filed 2026-10-13
CapWealth Advisors, LLC
UNCHANGED
Shares3,257 from 3,257
Change0 (0%)
Value$350.6K (-$32.0K)
Filed 2026-10-05
Birch Financial Group, LLC
INCREASED
Shares3,245 from 3,231
Change+14 (+0%)
Value$349.2K (-$30.3K)
Filed 2026-10-27
River Street Advisors LLC
NEW
Shares3,240
Change+3,240
Value$348.7K
Filed 2026-10-22
Endowment Wealth Management, Inc.
DECREASED
Shares3,237 from 3,314
Change-77 (-2%)
Value$348.4K (-$40.8K)
Filed 2026-11-03
Berkeley, Inc
UNCHANGED
Shares3,234 from 3,234
Change0 (0%)
Value$348.1K (-$31.8K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares3,229 from 5,380
Change-2,151 (-40%)
Value$348.0K (-$284.0K)
Filed 2026-10-23
Berkshire Money Management, Inc.
NEW
Shares3,203
Change+3,203
Value$344.7K
Filed 2026-10-21
Fulcrum Capital LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$344.4K (-$31.5K)
Filed 2026-10-15
Scott Capital Advisors, LLC
DECREASED
Shares3,193 from 3,258
Change-65 (-2%)
Value$374.9K (-$7.8K)
Filed 2026-10-13
Paladin Wealth, LLC
INCREASED
Shares3,180 from 2,225
Change+955 (+43%)
Value$342.2K (+$80.9K)
Filed 2026-10-23
Gibson Capital, LLC
INCREASED
Shares3,179 from 1,781
Change+1,398 (+79%)
Value$342.2K (+$133.0K)
Filed 2026-10-23
Secure Asset Management, LLC
INCREASED
Shares3,177 from 3,085
Change+92 (+3%)
Value$342.0K (-$20.4K)
Filed 2026-10-19
Middleton & Co Inc
UNCHANGED
Shares3,172 from 3,172
Change0 (0%)
Value$341.4K (-$31.2K)
Filed 2026-10-23
Nautilus Advisors LLC
INCREASED
Shares3,144 from 3,044
Change+100 (+3%)
Value$338.4K (-$30.9K)
Filed 2026-10-07
Elevation Wealth Management LLC
INCREASED
Shares3,137 from 2,604
Change+533 (+20%)
Value$337.7K (+$31.8K)
Filed 2026-11-02
Sterling Investment Counsel, LLC
INCREASED
Shares3,131 from 3,058
Change+73 (+2%)
Value$337.0K (-$22.2K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
INCREASED
Shares3,126 from 3,124
Change+2 (+0%)
Value$336.5K (-$30.5K)
Filed 2026-10-14
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares3,125 from 3,125
Change0 (0%)
Value$336.3K (-$30.7K)
Filed 2026-11-02
Mezzasalma Advisors, LLC
DECREASED
Shares3,123 from 3,223
Change-100 (-3%)
Value$336.1K (-$42.4K)
Filed 2026-10-14
Pavion Blue Capital, LLC
DECREASED
Shares3,121 from 4,221
Change-1,100 (-26%)
Value$335.9K (-$159.9K)
Filed 2026-11-05
Legacy Financial Group, Inc.
INCREASED
Shares3,113 from 2,877
Change+236 (+8%)
Value$335.1K (-$2.9K)
Filed 2026-10-21
TigerOak Management, L.L.C.
INCREASED
Shares3,112 from 3,082
Change+30 (+1%)
Value$334.9K (-$27.1K)
Filed 2026-10-23
Drum Hill Capital, LLC
UNCHANGED
Shares3,106 from 3,106
Change0 (0%)
Value$334.3K (-$30.5K)
Filed 2026-10-20
Oasis Advisors, LLC
NEW
Shares3,102
Change+3,102
Value$333.9K
Filed 2026-10-16
Veery Capital, LLC
DECREASED
Shares3,102 from 3,235
Change-133 (-4%)
Value$333.9K (-$46.1K)
Filed 2026-10-07
Amarillo National Bank
UNCHANGED
Shares3,101 from 3,101
Change0 (0%)
Value$333.7K (-$30.5K)
Filed 2026-10-23
Alchemi Wealth, LLC
DECREASED
Shares3,093 from 3,683
Change-590 (-16%)
Value$333.1K (-$99.7K)
Filed 2026-11-04
Hughes Financial Services, LLC
DECREASED
Shares3,090 from 3,188
Change-98 (-3%)
Value$335.5K (-$39.0K)
Filed 2026-10-30
KFG Wealth Management, LLC
INCREASED
Shares3,084 from 3,083
Change+1 (+0%)
Value$332.0K (-$30.2K)
Filed 2026-10-16
PFS Partners, LLC
INCREASED
Shares3,079 from 3,077
Change+2 (+0%)
Value$331.3K (-$30.1K)
Filed 2026-10-21
Sustainable Insight Capital Management, LLC
INCREASED
Shares3,076 from 2,876
Change+200 (+7%)
Value$331.1K (-$6.7K)
Filed 2026-11-06
Poehling Capital Management, Inc.
UNCHANGED
Shares3,071 from 3,071
Change0 (0%)
Value$330.5K (-$30.2K)
Filed 2026-10-20
Capital Square, LLC
UNCHANGED
Shares3,059 from 3,059
Change0 (0%)
Value$329.3K (-$41.8K)
Filed 2026-10-19
1620 Investment Advisors, Inc.
INCREASED
Shares3,058 from 3,037
Change+21 (+1%)
Value$329.1K (-$27.6K)
Filed 2026-11-04
Royal Harbor Partners, LLC
DECREASED
Shares3,050 from 3,059
Change-9 (0%)
Value$328.3K (-$31.0K)
Filed 2026-10-29
Grant Street Asset Management, Inc.
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$328.3K (-$30.0K)
Filed 2026-10-26
Retireful, LLC
DECREASED
Shares3,046 from 15,868
Change-12,822 (-81%)
Value$327.8K (-$1.5M)
Filed 2026-10-09
Sharkey, Howes & Javer
INCREASED
Shares3,038 from 2,695
Change+343 (+13%)
Value$326.9K (+$10.3K)
Filed 2026-10-22
BCS Wealth Management
DECREASED
Shares3,030 from 3,243
Change-213 (-7%)
Value$326.1K (-$54.8K)
Filed 2026-11-03
Stewardship Advisors, LLC
INCREASED
Shares3,023 from 2,981
Change+42 (+1%)
Value$325.4K (-$24.8K)
Filed 2026-10-20
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares3,020 from 3,101
Change-81 (-3%)
Value$325.1K (-$39.2K)
Filed 2026-10-14
Keystone Financial Group, Inc.
DECREASED
Shares3,012 from 3,047
Change-35 (-1%)
Value$324.2K (-$33.7K)
Filed 2026-10-13
Kure Advisory, LLC
INCREASED
Shares3,009 from 2,982
Change+27 (+1%)
Value$323.9K (-$26.4K)
Filed 2026-10-08
Nikulski Financial, Inc.
DECREASED
Shares3,005 from 3,204
Change-199 (-6%)
Value$323.4K (-$52.9K)
Filed 2026-11-06
Power Wealth Management LLC
INCREASED
Shares3,002 from 2,062
Change+940 (+46%)
Value$323.1K (+$80.9K)
Filed 2026-10-27
AG Asset Advisory, LLC
DECREASED
Shares3,000 from 4,000
Change-1,000 (-25%)
Value$322.9K (-$147.0K)
Filed 2026-11-06
Cherrydale Wealth Management, LLC
UNCHANGED
Shares2,995 from 2,995
Change0 (0%)
Value$322.4K (-$29.4K)
Filed 2026-10-20
National Wealth Management Group, LLC
DECREASED
Shares2,994 from 3,055
Change-61 (-2%)
Value$322.2K (-$36.6K)
Filed 2026-10-26
Braun-Bostich & Associates Inc.
DECREASED
Shares2,987 from 3,259
Change-272 (-8%)
Value$321.5K (-$61.3K)
Filed 2026-10-20
Collaborative Fund Advisors, LLC
DECREASED
Shares2,986 from 8,880
Change-5,894 (-66%)
Value$321.4K (-$721.7K)
Filed 2026-11-02
Atwater Malick LLC
DECREASED
Shares2,986 from 3,299
Change-313 (-9%)
Value$321.4K (-$66.1K)
Filed 2026-10-15
LJI Wealth Management, LLC
DECREASED
Shares2,986 from 3,054
Change-68 (-2%)
Value$321.4K (-$37.3K)
Filed 2026-10-28
Tenzing Financial LLC
DECREASED
Shares2,981 from 3,002
Change-21 (-1%)
Value$317.5K (-$24.8K)
Filed 2026-11-03
Curran Financial Partners, LLC
INCREASED
Shares2,979 from 2,921
Change+58 (+2%)
Value$320.7K (-$22.5K)
Filed 2026-11-04
626 Financial, LLC
DECREASED
Shares2,973 from 3,044
Change-71 (-2%)
Value$320.0K (-$37.6K)
Filed 2026-11-04
Arch Global Advisors, LLC
INCREASED
Shares2,971 from 2,906
Change+65 (+2%)
Value$319.8K (-$21.6K)
Filed 2026-10-23
Next Level Wealth Planning, LLC
UNCHANGED
Shares2,965 from 2,965
Change0 (0%)
Value$319.2K (-$29.1K)
Filed 2026-10-29
Barings LLC
INCREASED
Shares2,949 from 1,843
Change+1,106 (+60%)
Value$317.4K (+$100.9K)
Filed 2026-10-22
Bennett Selby Investments LP
UNCHANGED
Shares2,946 from 2,946
Change0 (0%)
Value$317.1K (-$29.0K)
Filed 2026-10-19
Sentinel Pension Advisors, LLC
INCREASED
Shares2,944 from 1,916
Change+1,028 (+54%)
Value$316.9K (+$102.4K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
INCREASED
Shares2,937 from 2,842
Change+95 (+3%)
Value$316.1K (-$17.7K)
Filed 2026-10-20
Trust Co of Kansas
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$315.0K (-$29.0K)
Filed 2026-11-06
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares2,928 from 2,983
Change-55 (-2%)
Value$315.1K (-$35.2K)
Filed 2026-11-03
Obsidian CIO, LLC
INCREASED
Shares2,918 from 1,945
Change+973 (+50%)
Value$314.1K (+$85.7K)
Filed 2026-11-05
Townsend Asset Management Corp
INCREASED
Shares2,918 from 2,916
Change+2 (+0%)
Value$314.1K (-$28.4K)
Filed 2026-10-29
Olistico Wealth, LLC
DECREASED
Shares2,916 from 3,005
Change-89 (-3%)
Value$313.8K (-$39.1K)
Filed 2026-10-05
Chemistry Wealth Management LLC
INCREASED
Shares2,913 from 2,904
Change+9 (+0%)
Value$313.5K (-$27.6K)
Filed 2026-10-16
Birchbrook, Inc.
UNCHANGED
Shares2,911 from 2,911
Change0 (0%)
Value$313.4K (-$28.6K)
Filed 2026-10-14
M.E. Allison & Co., Inc.
INCREASED
Shares2,910 from 2,710
Change+200 (+7%)
Value$313.2K (-$5.1K)
Filed 2026-10-09
Greenwood Gearhart LLC
INCREASED
Shares2,907 from 1,882
Change+1,025 (+54%)
Value$312.9K (+$91.8K)
Filed 2026-11-02
Compass Financial Group, Inc
INCREASED
Shares2,901 from 2,440
Change+461 (+19%)
Value$312.3K (+$25.6K)
Filed 2026-10-13
Country Trust Bank
INCREASED
Shares2,897 from 2,816
Change+81 (+3%)
Value$311.8K (-$19.0K)
Filed 2026-10-30
Fairway Wealth LLC
NEW
Shares2,882
Change+2,882
Value$310.2K
Filed 2026-10-30
ASL Financial, LLC
UNCHANGED
Shares2,881 from 2,881
Change0 (0%)
Value$310.1K (-$28.3K)
Filed 2026-10-15
Townsend & Associates, Inc
INCREASED
Shares2,877 from 2,807
Change+70 (+2%)
Value$309.0K (-$1.8K)
Filed 2026-10-23
StoneRidge PMG Advisors, LLC
NEW
Shares2,870
Change+2,870
Value$309.0K
Filed 2026-11-04
Beacon Financial Strategies Corp
DECREASED
Shares2,859 from 3,008
Change-149 (-5%)
Value$307.7K (-$45.6K)
Filed 2026-10-14
Sagace Wealth Management LLC
DECREASED
Shares2,857 from 3,136
Change-279 (-9%)
Value$307.5K (-$60.9K)
Filed 2026-10-28
Fiera Capital Corp
INCREASED
Shares2,853 from 2,852
Change+1 (+0%)
Value$307.1K (-$27.9K)
Filed 2026-11-06
MKT Advisors LLC
DECREASED
Shares2,847 from 2,995
Change-148 (-5%)
Value$327.1K (-$7.8K)
Filed 2026-10-20
Eclectic Associates Inc
INCREASED
Shares2,841 from 2,762
Change+79 (+3%)
Value$305.8K (-$18.7K)
Filed 2026-10-09
Purus Wealth Management, LLC
INCREASED
Shares2,832 from 2,550
Change+282 (+11%)
Value$304.8K (+$5.3K)
Filed 2026-10-15
Carl P. Sherr & Co., LLC
UNCHANGED
Shares2,831 from 2,831
Change0 (0%)
Value$304.7K (-$27.8K)
Filed 2026-11-06
Consilium Wealth Advisory, LLC
UNCHANGED
Shares2,825 from 2,825
Change0 (0%)
Value$304.1K (-$27.8K)
Filed 2026-10-14
TPG Advisors LLC
UNCHANGED
Shares2,814 from 2,814
Change0 (0%)
Value$302.9K (-$27.7K)
Filed 2026-10-16
Saxony Capital Management, LLC
NEW
Shares2,811
Change+2,811
Value$302.6K
Filed 2026-10-15
Steinberganna Wealth Management
DECREASED
Shares2,802 from 3,347
Change-545 (-16%)
Value$301.6K (-$91.5K)
Filed 2026-10-23
Sonata Capital Group Inc
UNCHANGED
Shares2,801 from 2,801
Change0 (0%)
Value$301.5K (-$27.5K)
Filed 2026-10-19
Tillman Hartley LLC
UNCHANGED
Shares2,784 from 2,784
Change0 (0%)
Value$299.6K (-$27.4K)
Filed 2026-11-06
Good Harbor Advisors, Inc.
DECREASED
Shares2,782 from 3,912
Change-1,130 (-29%)
Value$299.4K (-$160.1K)
Filed 2026-10-20
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$299.0K (-$27.0K)
Filed 2026-11-03
Riversedge Advisors, LLC
INCREASED
Shares2,770 from 2,177
Change+593 (+27%)
Value$298.2K (+$42.4K)
Filed 2026-10-09
Summit Financial Strategies, Inc.
INCREASED
Shares2,759 from 2,658
Change+101 (+4%)
Value$297.0K (-$15.3K)
Filed 2026-10-14
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares2,750 from 8,120
Change-5,370 (-66%)
Value$295.0K (-$658.0K)
Filed 2026-11-02
Sierra Ocean, LLC
INCREASED
Shares2,746 from 2,735
Change+11 (+0%)
Value$295.5K (-$25.7K)
Filed 2026-11-03
Warner Financial, Inc
DECREASED
Shares2,745 from 2,748
Change-3 (0%)
Value$295.4K (-$27.3K)
Filed 2026-11-06
True Link Financial Advisors, LLC
INCREASED
Shares2,735 from 2,575
Change+160 (+6%)
Value$294.4K (-$8.1K)
Filed 2026-10-27
Discipline Wealth Solutions, LLC
DECREASED
Shares2,733 from 2,740
Change-7 (0%)
Value$294.2K (-$27.7K)
Filed 2026-10-14
Baker Boyer National Bank
DECREASED
Shares2,726 from 3,126
Change-400 (-13%)
Value$293.4K (-$73.8K)
Filed 2026-11-05
Mills Wealth Advisors LLC
DECREASED
Shares2,726 from 2,749
Change-23 (-1%)
Value$293.4K (-$29.5K)
Filed 2026-10-22
SilverOak Wealth Management LLC
DECREASED
Shares2,726 from 2,747
Change-21 (-1%)
Value$293.4K (-$29.3K)
Filed 2026-10-29
Smith Shellnut Wilson LLC
UNCHANGED
Shares2,722 from 2,722
Change0 (0%)
Value$293.0K (-$26.8K)
Filed 2026-10-21
Montz Harcus Wealth Management LLC
DECREASED
Shares2,704 from 2,795
Change-91 (-3%)
Value$291.0K (-$37.2K)
Filed 2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED
Shares2,701 from 2,673
Change+28 (+1%)
Value$290.7K (-$23.2K)
Filed 2026-10-15
Lionshead Wealth Management, LLC
DECREASED
Shares2,700 from 2,709
Change-9 (0%)
Value$290.6K (-$27.6K)
Filed 2026-10-21
AtlasMark Financial, Inc
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$290.6K (-$26.5K)
Filed 2026-10-13
Trail Ridge Investment Advisors, LLC
INCREASED
Shares2,695 from 2,582
Change+113 (+4%)
Value$290.1K (-$13.2K)
Filed 2026-10-16
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares2,692 from 2,691
Change+1 (+0%)
Value$289.7K (-$26.4K)
Filed 2026-10-14
Fidelity D & D Bancorp Inc
DECREASED
Shares2,689 from 2,713
Change-24 (-1%)
Value$289.4K (-$29.3K)
Filed 2026-11-05
Selective Wealth Management, Inc.
INCREASED
Shares2,687 from 1,809
Change+878 (+49%)
Value$295.2K (+$92.7K)
Filed 2026-10-16
Legacy Wealth Partners, LLC
INCREASED
Shares2,687 from 2,530
Change+157 (+6%)
Value$289.2K (-$8.0K)
Filed 2026-10-15
Guardian Asset Advisors, LLC
UNCHANGED
Shares2,687 from 2,687
Change0 (0%)
Value$289.2K (-$26.4K)
Filed 2026-10-16
Baldwin Wealth Partners LLC
UNCHANGED
Shares2,685 from 2,685
Change0 (0%)
Value$289.0K (-$26.4K)
Filed 2026-10-13
Members Wealth LLC
INCREASED
Shares2,680 from 2,268
Change+412 (+18%)
Value$314.6K (+$48.1K)
Filed 2026-10-20
William Mack & Associates, Inc.
INCREASED
Shares2,678 from 2,649
Change+29 (+1%)
Value$288.2K (-$22.9K)
Filed 2026-10-27
Teamwork Financial Advisors, LLC
DECREASED
Shares2,671 from 2,683
Change-12 (0%)
Value$287.5K (-$27.7K)
Filed 2026-10-19
Main Street Group, LTD
INCREASED
Shares2,668 from 2,665
Change+3 (+0%)
Value$287.2K (-$25.8K)
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
INCREASED
Shares2,664 from 2,616
Change+48 (+2%)
Value$286.7K (-$20.5K)
Filed 2026-10-13
Financial Planning Navigators Corp
INCREASED
Shares2,664 from 2,639
Change+25 (+1%)
Value$286.7K (-$23.3K)
Filed 2026-10-14
Intelligence Driven Advisers, LLC
INCREASED
Shares2,659 from 1,755
Change+904 (+52%)
Value$286.2K (+$80.0K)
Filed 2026-10-09
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$285.2K (-$26.0K)
Filed 2026-11-06
Ironwood Financial, llc
UNCHANGED
Shares2,626 from 2,626
Change0 (0%)
Value$282.6K (-$30.5K)
Filed 2026-10-20
USAdvisors Wealth Management, LLC
INCREASED
Shares2,623 from 2,442
Change+181 (+7%)
Value$282.0K (-$2.0K)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares2,594 from 2,572
Change+22 (+1%)
Value$279.2K (-$23.0K)
Filed 2026-10-29
Kondo Wealth Advisors, Inc.
DECREASED
Shares2,588 from 2,632
Change-44 (-2%)
Value$278.5K (-$30.6K)
Filed 2026-10-19
DecisionMap Wealth Management, LLC
INCREASED
Shares2,587 from 2,560
Change+27 (+1%)
Value$278.4K (-$22.3K)
Filed 2026-10-29
Tiller Private Wealth, Inc.
NEW
Shares2,586
Change+2,586
Value$278.3K
Filed 2026-10-26
Westbourne Investment Advisors, Inc.
DECREASED
Shares2,585 from 2,985
Change-400 (-13%)
Value$278.2K (-$72.4K)
Filed 2026-10-20
Sterling Financial Planning, Inc.
DECREASED
Shares2,585 from 2,625
Change-40 (-2%)
Value$278.2K (-$30.1K)
Filed 2026-10-28
Monetary Solutions, Ltd
DECREASED
Shares2,567 from 2,571
Change-4 (0%)
Value$276.3K (-$25.7K)
Filed 2026-10-22
Vision Financial Markets LLC
UNCHANGED
Shares2,554 from 2,554
Change0 (0%)
Value$275.8K (-$23.7K)
Filed 2026-10-22
Briaud Financial Planning Inc
INCREASED
Shares2,553 from 2,429
Change+124 (+5%)
Value$274.8K (-$10.5K)
Filed 2026-10-20
GenWealth Group, Inc.
UNCHANGED
Shares2,552 from 2,552
Change0 (0%)
Value$274.7K (-$25.1K)
Filed 2026-10-16
Phillip James Consulting Co.
INCREASED
Shares2,551 from 2,282
Change+269 (+12%)
Value$274.6K (+$6.6K)
Filed 2026-11-03
Buttonwood Financial Advisors Inc.
DECREASED
Shares2,548 from 2,577
Change-29 (-1%)
Value$274.2K (-$28.5K)
Filed 2026-10-13
Trust Co of the South
DECREASED
Shares2,546 from 2,877
Change-331 (-12%)
Value$274.0K (-$63.9K)
Filed 2026-10-21
Pacific Asset Management, LLC
INCREASED
Shares2,537 from 2,271
Change+266 (+12%)
Value$273.1K (+$6.3K)
Filed 2026-10-15
WP Advisors, LLC
INCREASED
Shares2,536 from 1,723
Change+813 (+47%)
Value$273.0K (+$70.6K)
Filed 2026-10-22
Brown Wealth Management, LLC
INCREASED
Shares2,528 from 2,407
Change+121 (+5%)
Value$272.1K (-$10.6K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
DECREASED
Shares2,514 from 4,470
Change-1,956 (-44%)
Value$270.6K (-$254.5K)
Filed 2026-10-28
CLG LLC
DECREASED
Shares2,512 from 2,693
Change-181 (-7%)
Value$270.4K (-$45.9K)
Filed 2026-10-13
Oxler Private Wealth LLC
INCREASED
Shares2,511 from 2,502
Change+9 (+0%)
Value$270.3K (-$23.6K)
Filed 2026-10-21
Instrumental Wealth, LLC
INCREASED
Shares2,507 from 2,475
Change+32 (+1%)
Value$269.9K (-$20.9K)
Filed 2026-10-20
Advisor Resource Council
DECREASED
Shares2,505 from 2,644
Change-139 (-5%)
Value$282.6K (-$20.3K)
Filed 2026-11-05
Cacti Asset Management LLC
DECREASED
Shares2,500 from 5,500
Change-3,000 (-55%)
Value$267.4K (-$378.7K)
Filed 2026-10-01
Patriot Investment Management Group, Inc.
INCREASED
Shares2,500 from 2,499
Change+1 (+0%)
Value$269.1K (-$24.5K)
Filed 2026-10-15
Fortitude Family Office, LLC
INCREASED
Shares2,493 from 2,131
Change+362 (+17%)
Value$268.3K (+$18.0K)
Filed 2026-10-14
Wiser Wealth Management, Inc
INCREASED
Shares2,478 from 2,348
Change+130 (+6%)
Value$266.7K (-$9.1K)
Filed 2026-10-14
Straight Path Wealth Management
INCREASED
Shares2,471 from 1,943
Change+528 (+27%)
Value$266.0K (+$37.7K)
Filed 2026-10-23
Kennedy Investment Group, Inc.
INCREASED
Shares2,467 from 2,461
Change+6 (+0%)
Value$265.6K (-$23.5K)
Filed 2026-10-21
4Wealth Advisors, Inc.
DECREASED
Shares2,463 from 6,637
Change-4,174 (-63%)
Value$263.4K (-$517.8K)
Filed 2026-10-13
Quantum Financial Partners LLC
DECREASED
Shares2,460 from 3,555
Change-1,095 (-31%)
Value$264.8K (-$152.7K)
Filed 2026-10-19
Williams & Novak Wealth Management, LLC
INCREASED
Shares2,459 from 2,412
Change+47 (+2%)
Value$264.7K (-$18.6K)
Filed 2026-10-09
GreatBanc Trust Co
DECREASED
Shares2,458 from 3,112
Change-654 (-21%)
Value$264.6K (-$101.0K)
Filed 2026-11-04
Pathway Financial Advisors LLC
INCREASED
Shares2,454 from 2,453
Change+1 (+0%)
Value$264.1K (-$12.3K)
Filed 2026-10-07
Evolution Wealth Advisors, LLC
NEW
Shares2,451
Change+2,451
Value$263.8K
Filed 2026-11-03
Congress Park Capital LLC
DECREASED
Shares2,450 from 2,650
Change-200 (-8%)
Value$263.7K (-$47.6K)
Filed 2026-10-13
Arsenal Capital Advisors LLC
INCREASED
Shares2,445 from 2,424
Change+21 (+1%)
Value$263.2K (-$21.6K)
Filed 2026-11-02
Cultivar Capital, Inc.
INCREASED
Shares2,443 from 2,115
Change+328 (+16%)
Value$262.9K (+$14.5K)
Filed 2026-10-14
Green Alpha Advisors, LLC
DECREASED
Shares2,440 from 11,726
Change-9,286 (-79%)
Value$262.6K (-$1.1M)
Filed 2026-10-08
Fulcrum Equity Management
INCREASED
Shares2,436 from 2,296
Change+140 (+6%)
Value$262.2K (-$7.5K)
Filed 2026-10-21
TSA Wealth Managment LLC
INCREASED
Shares2,432 from 2,307
Change+125 (+5%)
Value$261.8K (-$9.2K)
Filed 2026-10-22
Wealth Advisory Solutions, LLC
DECREASED
Shares2,432 from 2,497
Change-65 (-3%)
Value$261.8K (-$31.5K)
Filed 2026-10-20
Insight Wealth Strategies, LLC
DECREASED
Shares2,428 from 2,615
Change-187 (-7%)
Value$261.4K (-$44.6K)
Filed 2026-10-09
GGM Financial LLC
INCREASED
Shares2,425 from 2,422
Change+3 (+0%)
Value$261.0K (-$23.5K)
Filed 2026-11-05
OFS Enterprise LLC
INCREASED
Shares2,421 from 2,367
Change+54 (+2%)
Value$260.6K (-$17.5K)
Filed 2026-10-16
Astra Wealth Partners LLC
INCREASED
Shares2,414 from 2,289
Change+125 (+5%)
Value$259.9K (-$9.1K)
Filed 2026-11-06
Coyle Financial Counsel LLC
INCREASED
Shares2,406 from 2,088
Change+318 (+15%)
Value$259.0K (+$13.7K)
Filed 2026-10-28
Cap Partners, LLC
INCREASED
Shares2,406 from 2,402
Change+4 (+0%)
Value$259.0K (-$23.2K)
Filed 2026-10-19
HCR Wealth Advisors
INCREASED
Shares2,403 from 1,866
Change+537 (+29%)
Value$258.7K (+$39.5K)
Filed 2026-10-15
BFI Wealth Solutions, LLC
DECREASED
Shares2,402 from 3,062
Change-660 (-22%)
Value$258.5K (-$101.1K)
Filed 2026-10-16
One Plus One Wealth Management, LLC
DECREASED
Shares2,402 from 2,706
Change-304 (-11%)
Value$258.5K (-$59.3K)
Filed 2026-10-16
Eagle Strategies LLC
INCREASED
Shares2,402 from 2,397
Change+5 (+0%)
Value$258.5K (-$23.1K)
Filed 2026-10-16
Boit C F David
NEW
Shares2,400
Change+2,400
Value$258.3K
Filed 2026-10-29
Garde Capital, Inc.
NEW
Shares2,399
Change+2,399
Value$258.2K
Filed 2026-10-29
Gordian Advisors LLC
INCREASED
Shares2,398 from 2,390
Change+8 (+0%)
Value$258.1K (-$22.6K)
Filed 2026-10-30
Stevens Capital Partners
INCREASED
Shares2,390 from 1,876
Change+514 (+27%)
Value$257.3K (+$37.0K)
Filed 2026-10-29
OFC Financial Planning, LLC
UNCHANGED
Shares2,385 from 2,385
Change0 (0%)
Value$256.7K (-$23.4K)
Filed 2026-11-06
Harvey Investment Co LLC
UNCHANGED
Shares2,383 from 2,383
Change0 (0%)
Value$256.0K (-$24.0K)
Filed 2026-10-20
Leslie Global Wealth, LLC
DECREASED
Shares2,379 from 2,412
Change-33 (-1%)
Value$256.1K (-$27.3K)
Filed 2026-10-26
Genesis Private Wealth, LLC
INCREASED
Shares2,378 from 2,341
Change+37 (+2%)
Value$255.9K (-$19.0K)
Filed 2026-11-02
Ipswich Investment Management Co., Inc.
DECREASED
Shares2,375 from 2,453
Change-78 (-3%)
Value$255.6K (-$32.5K)
Filed 2026-10-13
4J Wealth Management LLC
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$255.6K (-$23.3K)
Filed 2026-11-02
Bell Investment Advisors, Inc
DECREASED
Shares2,356 from 2,367
Change-11 (0%)
Value$253.6K (-$24.5K)
Filed 2026-10-29
North Point Portfolio Managers Corp
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$253.5K (-$23.1K)
Filed 2026-10-07
Optimist Retirement Group LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$252.9K (-$23.1K)
Filed 2026-10-30
Vilga Financial Planning LLC
INCREASED
Shares2,349 from 2,225
Change+124 (+6%)
Value$252.8K (-$8.5K)
Filed 2026-10-09
Phillips Financial Management, LLC
DECREASED
Shares2,322 from 2,433
Change-111 (-5%)
Value$249.9K (-$35.9K)
Filed 2026-10-19
Fortress Financial Group, LLC
INCREASED
Shares2,320 from 2,312
Change+8 (+0%)
Value$249.7K (-$21.9K)
Filed 2026-10-21
Stenger Family Office, LLC
NEW
Shares2,319
Change+2,319
Value$266.9K
Filed 2026-10-22
Richard P Slaughter Associates Inc
NEW
Shares2,318
Change+2,318
Value$249.5K
Filed 2026-10-13
Commerce Advisors, LLC
DECREASED
Shares2,316 from 2,338
Change-22 (-1%)
Value$249.3K (-$25.4K)
Filed 2026-10-19
Hartford Financial Management Inc.
UNCHANGED
Shares2,314 from 2,314
Change0 (0%)
Value$249.1K (-$22.7K)
Filed 2026-10-21
Advocate Investing Services LLC
UNCHANGED
Shares2,312 from 2,312
Change0 (0%)
Value$248.8K (-$22.7K)
Filed 2026-10-26
Legacy Financial Strategies, LLC
INCREASED
Shares2,311 from 2,112
Change+199 (+9%)
Value$248.7K (+$582)
Filed 2026-10-15
ProCore Advisors, LLC
DECREASED
Shares2,311 from 2,322
Change-11 (0%)
Value$248.7K (-$24.1K)
Filed 2026-10-14
Greenup Street Wealth Management LLC
DECREASED
Shares2,310 from 3,297
Change-987 (-30%)
Value$248.6K (-$138.7K)
Filed 2026-10-28
Market Street Wealth Management Advisors LLC
INCREASED
Shares2,310 from 2,236
Change+74 (+3%)
Value$248.6K (-$14.0K)
Filed 2026-10-09
Kaufman Rossin Wealth, LLC
NEW
Shares2,307
Change+2,307
Value$248.3K
Filed 2026-10-19
Bay Harbor Wealth Management, LLC
INCREASED
Shares2,307 from 2,291
Change+16 (+1%)
Value$248.3K (-$20.8K)
Filed 2026-11-03
Eagle Bay Advisors LLC
INCREASED
Shares2,307 from 2,305
Change+2 (+0%)
Value$248.3K (-$22.4K)
Filed 2026-10-16
TCP Asset Management, LLC
NEW
Shares2,305
Change+2,305
Value$258.6K
Filed 2026-10-14
Belleair Asset Management, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$247.5K (-$22.6K)
Filed 2026-11-03
Cpwa, LLC
INCREASED
Shares2,294 from 1,822
Change+472 (+26%)
Value$264.6K (+$50.6K)
Filed 2026-11-04
KOM Wealth Management Group, LLC
INCREASED
Shares2,293 from 2,283
Change+10 (+0%)
Value$246.8K (-$21.4K)
Filed 2026-10-15
Omni 360 Wealth, Inc.
INCREASED
Shares2,290 from 2,011
Change+279 (+14%)
Value$246.5K (+$10.3K)
Filed 2026-10-13
Ring Mountain Capital, LLC
INCREASED
Shares2,285 from 2,178
Change+107 (+5%)
Value$245.9K (-$9.9K)
Filed 2026-10-13
Invenio Wealth Partners LLC
DECREASED
Shares2,285 from 2,334
Change-49 (-2%)
Value$245.9K (-$28.2K)
Filed 2026-10-20
Ares Financial Consulting, LLC
INCREASED
Shares2,280 from 2,252
Change+28 (+1%)
Value$245.4K (-$19.1K)
Filed 2026-10-19
Values First Advisors, Inc.
DECREASED
Shares2,274 from 2,316
Change-42 (-2%)
Value$244.8K (-$27.3K)
Filed 2026-10-23
Friedenthal Financial
INCREASED
Shares2,267 from 63
Change+2,204 (+3498%)
Value$244.0K (+$236.6K)
Filed 2026-10-27
Morling Financial Advisors, LLC
NEW
Shares2,260
Change+2,260
Value$243.2K
Filed 2026-10-28
FWG Investments, Llc.
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$243.2K (-$22.2K)
Filed 2026-11-03
Retirement Solution LLC
NEW
Shares2,257
Change+2,257
Value$242.9K
Filed 2026-10-27
Prospect Financial Group LLC
DECREASED
Shares2,257 from 2,667
Change-410 (-15%)
Value$242.9K (-$70.3K)
Filed 2026-11-05
Silver Oak Advisory Group, Inc.
DECREASED
Shares2,249 from 3,211
Change-962 (-30%)
Value$242.1K (-$134.9K)
Filed 2026-11-06
TFB Advisors LLC
NEW
Shares2,240
Change+2,240
Value$241.1K
Filed 2026-11-02
Mainstream Capital Management LLC
UNCHANGED
Shares2,237 from 2,237
Change0 (0%)
Value$240.8K (-$21.9K)
Filed 2026-10-23
Seamount Financial Group Inc
UNCHANGED
Shares2,237 from 2,237
Change0 (0%)
Value$240.8K (-$22.0K)
Filed 2026-10-21
Midwest Financial Partners Investments, Inc.
DECREASED
Shares2,235 from 2,266
Change-31 (-1%)
Value$240.6K (-$25.6K)
Filed 2026-10-08
Sjbenen Advisory, LLC
UNCHANGED
Shares2,231 from 2,231
Change0 (0%)
Value$250.2K (-$720)
Filed 2026-10-19
Providence Financial Advisors, LLC
INCREASED
Shares2,229 from 2,219
Change+10 (+0%)
Value$239.9K (-$20.7K)
Filed 2026-11-06
Sunbeam Capital Management, LLC
DECREASED
Shares2,227 from 2,943
Change-716 (-24%)
Value$239.7K (-$106.0K)
Filed 2026-11-05
Client 1ST Advisory Group, LLC
DECREASED
Shares2,214 from 2,758
Change-544 (-20%)
Value$238.3K (-$85.7K)
Filed 2026-10-19
Avant Financial Advisors LLC
UNCHANGED
Shares2,205 from 2,205
Change0 (0%)
Value$237.3K (-$21.7K)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares2,202 from 1,750
Change+452 (+26%)
Value$237.0K (+$31.4K)
Filed 2026-10-19
SC&H Financial Advisors, Inc.
INCREASED
Shares2,195 from 2,194
Change+1 (+0%)
Value$236.2K (-$21.5K)
Filed 2026-10-14
PMG Family Office LLC
UNCHANGED
Shares2,192 from 2,192
Change0 (0%)
Value$235.9K (-$21.5K)
Filed 2026-10-19
Keystone Wealth Services, LLC
INCREASED
Shares2,185 from 2,064
Change+121 (+6%)
Value$233.6K (-$8.7K)
Filed 2026-11-03
Optima Capital LLC
DECREASED
Shares2,185 from 2,296
Change-111 (-5%)
Value$235.2K (-$34.5K)
Filed 2026-10-29
Centerpoint Advisors, LLC
INCREASED
Shares2,183 from 2,180
Change+3 (+0%)
Value$235.0K (-$21.0K)
Filed 2026-11-05
Equita Financial Network, Inc.
INCREASED
Shares2,180 from 2,173
Change+7 (+0%)
Value$234.7K (-$20.6K)
Filed 2026-10-19
Waterway Wealth Management, LLC
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$234.6K (-$21.4K)
Filed 2026-10-28
Bauman Advisory Group, LLC
INCREASED
Shares2,177 from 1,998
Change+179 (+9%)
Value$234.3K (-$395)
Filed 2026-10-29
Enclave Advisors LLC
DECREASED
Shares2,174 from 2,364
Change-190 (-8%)
Value$234.0K (-$43.7K)
Filed 2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares2,166 from 2,166
Change0 (0%)
Value$233.1K (-$21.3K)
Filed 2026-10-28
Momentous Wealth Management, Inc.
DECREASED
Shares2,162 from 2,223
Change-61 (-3%)
Value$232.7K (-$28.4K)
Filed 2026-10-21
Essential Investment Partners LLC
INCREASED
Shares2,159 from 2,142
Change+17 (+1%)
Value$232.4K (-$19.2K)
Filed 2026-10-27
Finward Bancorp
UNCHANGED
Shares2,159 from 2,159
Change0 (0%)
Value$232.4K (-$21.2K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
DECREASED
Shares2,158 from 7,704
Change-5,546 (-72%)
Value$232.3K (-$672.7K)
Filed 2026-11-04
Integrated Wealth Management
INCREASED
Shares2,156 from 1,844
Change+312 (+17%)
Value$232.0K (+$15.4K)
Filed 2026-10-19
Legacies Wealth LLC
UNCHANGED
Shares2,154 from 2,154
Change0 (0%)
Value$231.8K (-$21.2K)
Filed 2026-11-02
tru Independence LLC
UNCHANGED
Shares2,153 from 2,153
Change0 (0%)
Value$231.7K (-$21.1K)
Filed 2026-10-20
Constitution Capital LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$231.4K (-$21.1K)
Filed 2026-10-23
Nearside Advisors, LLC
NEW
Shares2,146
Change+2,146
Value$231.0K
Filed 2026-10-20
Wilkerson Advisory Group LLC
INCREASED
Shares2,144 from 1,353
Change+791 (+58%)
Value$230.7K (+$71.7K)
Filed 2026-10-20
Firestone Capital Management
UNCHANGED
Shares2,141 from 2,141
Change0 (0%)
Value$230.4K (-$21.0K)
Filed 2026-11-03
Mraz, Amerine & Associates, Inc.
INCREASED
Shares2,139 from 2,000
Change+139 (+7%)
Value$230.2K (-$4.7K)
Filed 2026-10-30
Voisard Asset Management Group, Inc.
NEW
Shares2,129
Change+2,129
Value$229.1K
Filed 2026-10-13
Scissortail Wealth Management, LLC
NEW
Shares2,124
Change+2,124
Value$228.6K
Filed 2026-11-03
Clarus Group, Inc.
INCREASED
Shares2,123 from 2,122
Change+1 (+0%)
Value$228.5K (-$20.7K)
Filed 2026-10-21
Global Strategic Investment Solutions, LLC
INCREASED
Shares2,118 from 2,057
Change+61 (+3%)
Value$227.9K (-$13.7K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
DECREASED
Shares2,109 from 2,117
Change-8 (0%)
Value$227.0K (-$21.7K)
Filed 2026-10-26
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares2,106 from 2,106
Change0 (0%)
Value$226.7K (-$20.7K)
Filed 2026-10-29
Peak Financial Management, Inc.
UNCHANGED
Shares2,106 from 2,106
Change0 (0%)
Value$226.8K (-$20.7K)
Filed 2026-10-16
Acorn Creek Capital LLC
DECREASED
Shares2,103 from 2,120
Change-17 (-1%)
Value$226.3K (-$22.7K)
Filed 2026-11-05
Purkiss Capital Advisors LLC
INCREASED
Shares2,096 from 2,080
Change+16 (+1%)
Value$225.6K (-$18.7K)
Filed 2026-11-06
Hill Island Financial LLC
DECREASED
Shares2,093 from 2,106
Change-13 (-1%)
Value$225.3K (-$22.1K)
Filed 2026-10-20
Chapman Financial Group, LLC
UNCHANGED
Shares2,089 from 2,089
Change0 (0%)
Value$224.8K (-$20.5K)
Filed 2026-10-26
Orgel Wealth Management, LLC
NEW
Shares2,084
Change+2,084
Value$224.3K
Filed 2026-10-14
Weil Company, Inc.
INCREASED
Shares2,083 from 1,888
Change+195 (+10%)
Value$224.2K (+$2.5K)
Filed 2026-10-14
Accretive Wealth Partners, LLC
NEW
Shares2,082
Change+2,082
Value$224.1K
Filed 2026-11-06
Pennsylvania Capital Management Inc
INCREASED
Shares2,082 from 2,080
Change+2 (+0%)
Value$224.1K (-$20.2K)
Filed 2026-11-05
Hippocratic Financial Advisors, LLC
NEW
Shares2,072
Change+2,072
Value$223.0K
Filed 2026-10-13
GenTrust, LLC
DECREASED
Shares2,070 from 11,118
Change-9,048 (-81%)
Value$222.8K (-$1.1M)
Filed 2026-11-06
Axim Planning & Wealth
DECREASED
Shares2,067 from 2,467
Change-400 (-16%)
Value$222.5K (-$67.3K)
Filed 2026-10-28
Cornerstone Planning Group LLC
DECREASED
Shares2,055 from 2,314
Change-259 (-11%)
Value$243.2K (-$16.4K)
Filed 2026-10-16
New England Capital Financial Advisors LLC
INCREASED
Shares2,055 from 2,047
Change+8 (+0%)
Value$221.2K (-$19.3K)
Filed 2026-11-03
Gibraltar Capital Management, Inc.
NEW
Shares2,051
Change+2,051
Value$220.7K
Filed 2026-10-27
Kingstone Capital Partners Texas, LLC
INCREASED
Shares2,048 from 2,040
Change+8 (+0%)
Value$220.4K (-$19.2K)
Filed 2026-11-03
Blue Square Asset Management, LLC
UNCHANGED
Shares2,045 from 2,045
Change0 (0%)
Value$220.1K (-$20.1K)
Filed 2026-11-02
Daviman Financial, LLC
DECREASED
Shares2,043 from 2,375
Change-332 (-14%)
Value$219.9K (-$59.1K)
Filed 2026-11-06
marrick wealth, LLC
DECREASED
Shares2,040 from 2,080
Change-40 (-2%)
Value$219.6K (-$24.8K)
Filed 2026-10-20
Maryland Capital Advisors Inc.
DECREASED
Shares2,040 from 2,044
Change-4 (0%)
Value$219.6K (-$20.5K)
Filed 2026-10-15
Centerline Wealth Advisors, LLC
UNCHANGED
Shares2,039 from 2,039
Change0 (0%)
Value$219.5K (-$20.0K)
Filed 2026-10-15
Capital Wealth Alliance, LLC
UNCHANGED
Shares2,023 from 2,023
Change0 (0%)
Value$217.7K (-$19.9K)
Filed 2026-10-20
LightSquare Wealth Management, LLC
INCREASED
Shares2,022 from 1,972
Change+50 (+3%)
Value$217.6K (-$14.0K)
Filed 2026-11-03
University of Texas S AM Investment Management Co
DECREASED
Shares2,019 from 31,794
Change-29,775 (-94%)
Value$217.3K (-$3.5M)
Filed 2026-11-03
Farrell Financial LLC
INCREASED
Shares2,018 from 2,011
Change+7 (+0%)
Value$217.2K (-$19.0K)
Filed 2026-10-16
E6 Portfolios, LLC
DECREASED
Shares2,017 from 2,061
Change-44 (-2%)
Value$217.0K (-$25.0K)
Filed 2026-10-26
Macroview Investment Management LLC
DECREASED
Shares2,016 from 2,100
Change-84 (-4%)
Value$217.0K (-$29.7K)
Filed 2026-10-26
Defender Capital, Llc.
UNCHANGED
Shares2,016 from 2,016
Change0 (0%)
Value$217.0K (-$19.8K)
Filed 2026-10-01
Anderson Hoagland & Co
UNCHANGED
Shares2,015 from 2,015
Change0 (0%)
Value$211.4K (-$25.3K)
Filed 2026-10-23
Argos Wealth Advisors, LLC
DECREASED
Shares2,012 from 2,029
Change-17 (-1%)
Value$216.6K (-$21.8K)
Filed 2026-11-02
Tactive Advisors, LLC
NEW
Shares2,003
Change+2,003
Value$215.6K
Filed 2026-10-08
GuidedMoney, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$215.3K (-$19.7K)
Filed 2026-10-29
TL Private Wealth
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$230.7K (+$7.1K)
Filed 2026-10-13
Peck Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$215.3K (-$19.7K)
Filed 2026-10-29
Salzhauer Michael
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$215.3K (-$19.7K)
Filed 2026-10-28
Addison Advisors LLC
DECREASED
Shares1,992 from 2,074
Change-82 (-4%)
Value$214.4K (-$29.2K)
Filed 2026-11-06
Cottonwood Capital Advisors, LLC
DECREASED
Shares1,992 from 1,997
Change-5 (0%)
Value$214.4K (-$20.1K)
Filed 2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares1,986 from 2,018
Change-32 (-2%)
Value$213.7K (-$23.3K)
Filed 2026-10-28
Southern Capital Advisors, LLC
INCREASED
Shares1,986 from 1,985
Change+1 (+0%)
Value$213.8K (-$19.4K)
Filed 2026-10-26
MontVue Capital Management, Inc.
UNCHANGED
Shares1,984 from 1,984
Change0 (0%)
Value$213.5K (-$19.5K)
Filed 2026-10-19
Prospera Capital Management, LLC
NEW
Shares1,982
Change+1,982
Value$213.3K
Filed 2026-10-19
CJM Wealth Advisers, Ltd.
NEW
Shares1,974
Change+1,974
Value$212.5K
Filed 2026-10-27
Syntax Research, Inc.
INCREASED
Shares1,974 from 1,973
Change+1 (+0%)
Value$212.5K (-$19.3K)
Filed 2026-11-04
Spectrum Planning & Advisory Services Inc.
NEW
Shares1,973
Change+1,973
Value$212.3K
Filed 2026-11-05
Altar Rock LLC
INCREASED
Shares1,966 from 1,855
Change+111 (+6%)
Value$233.6K (+$15.7K)
Filed 2026-11-06
Stordahl Capital Management, Inc.
DECREASED
Shares1,962 from 2,006
Change-44 (-2%)
Value$211.2K (-$24.5K)
Filed 2026-10-22
Wellment Financial
INCREASED
Shares1,961 from 1,834
Change+127 (+7%)
Value$211.1K (-$4.4K)
Filed 2026-10-28
MFA Wealth Advisors, LLC
DECREASED
Shares1,959 from 2,424
Change-465 (-19%)
Value$210.9K (-$73.9K)
Filed 2026-10-07
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares1,959 from 1,959
Change0 (0%)
Value$210.8K (-$19.3K)
Filed 2026-11-05
Triton Wealth Management, Pllc
DECREASED
Shares1,958 from 1,984
Change-26 (-1%)
Value$202.1K (-$23.8K)
Filed 2026-11-04
15 Wealth Advisors LLC
NEW
Shares1,954
Change+1,954
Value$210.3K
Filed 2026-10-14
Well Done, LLC
NEW
Shares1,954
Change+1,954
Value$210.3K
Filed 2026-10-20
Donalies Financial Planning, LLC
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$209.9K (-$19.2K)
Filed 2026-10-19
Old Peak Finance LLC
INCREASED
Shares1,949 from 1,948
Change+1 (+0%)
Value$209.8K (-$19.0K)
Filed 2026-11-02
Global Wealth Strategies & Associates
INCREASED
Shares1,940 from 1,892
Change+48 (+3%)
Value$208.8K (-$13.5K)
Filed 2026-10-02
Ballew Advisors, Inc
INCREASED
Shares1,937 from 1,933
Change+4 (+0%)
Value$217.3K (-$547)
Filed 2026-10-05
Foundry Financial Group, Inc.
DECREASED
Shares1,935 from 2,263
Change-328 (-14%)
Value$208.3K (-$57.5K)
Filed 2026-10-28
Wilkins Miller Wealth Management, LLC
DECREASED
Shares1,935 from 1,980
Change-45 (-2%)
Value$208.3K (-$24.3K)
Filed 2026-10-13
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares1,929 from 1,929
Change0 (0%)
Value$207.6K (-$19.0K)
Filed 2026-10-28
Capstone Wealth Management, LLC
NEW
Shares1,928
Change+1,928
Value$207.5K
Filed 2026-11-02
Stonehearth Capital Management, LLC
UNCHANGED
Shares1,928 from 1,928
Change0 (0%)
Value$207.5K (-$19.0K)
Filed 2026-10-13
Wellington Grp LLC
INCREASED
Shares1,926 from 1,761
Change+165 (+9%)
Value$207.3K (+$448)
Filed 2026-11-06
Elevated Financial Group LLC
NEW
Shares1,924
Change+1,924
Value$207.1K
Filed 2026-10-16
Wealth Quarterback LLC
DECREASED
Shares1,923 from 2,575
Change-652 (-25%)
Value$207.0K (-$95.4K)
Filed 2026-10-20
Euro Pacific Asset Management, LLC
NEW
Shares1,922
Change+1,922
Value$206.9K
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
DECREASED
Shares1,905 from 1,999
Change-94 (-5%)
Value$205.1K (-$29.8K)
Filed 2026-10-30
Avion Wealth
DECREASED
Shares1,899 from 2,047
Change-148 (-7%)
Value$204.0K (-$36.0K)
Filed 2026-11-04
HighRoad Wealth Advisors, LLC
UNCHANGED
Shares1,890 from 1,890
Change0 (0%)
Value$203.4K (-$18.6K)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares1,890 from 1,890
Change0 (0%)
Value$203.4K (-$18.6K)
Filed 2026-10-15
Tilia Fiduciary Partners, Inc.
NEW
Shares1,889
Change+1,889
Value$203.3K
Filed 2026-10-09
Stewardship Concepts Financial Services LLC
DECREASED
Shares1,889 from 1,920
Change-31 (-2%)
Value$203.3K (-$22.2K)
Filed 2026-10-06
Mascagni Wealth Management, Inc.
INCREASED
Shares1,887 from 1,832
Change+55 (+3%)
Value$203.1K (-$12.1K)
Filed 2026-10-23
MBE Wealth Management, LLC
DECREASED
Shares1,885 from 2,377
Change-492 (-21%)
Value$202.9K (-$76.3K)
Filed 2026-10-26
TKG Advisors, LLC
UNCHANGED
Shares1,884 from 1,884
Change0 (0%)
Value$202.8K (-$18.5K)
Filed 2026-11-02
Tandem Investment Advisors, Inc.
NEW
Shares1,882
Change+1,882
Value$202.6K
Filed 2026-11-04
Gaddis Premier Wealth Advisors LLC
NEW
Shares1,881
Change+1,881
Value$202.5K
Filed 2026-10-29
Barlow Wealth Partners, LLC
NEW
Shares1,873
Change+1,873
Value$220.9K
Filed 2026-10-15
Financial Concepts Unlimited, Inc.
INCREASED
Shares1,872 from 1,871
Change+1 (+0%)
Value$201.4K (-$18.3K)
Filed 2026-11-06
Peterson Wealth Advisors, LLC
DECREASED
Shares1,860 from 2,147
Change-287 (-13%)
Value$200.2K (-$52.0K)
Filed 2026-10-08
Arlington Financial Advisors, LLC
DECREASED
Shares1,860 from 2,037
Change-177 (-9%)
Value$200.2K (-$39.1K)
Filed 2026-10-19
WMG Financial Advisors, LLC
UNCHANGED
Shares1,855 from 1,855
Change0 (0%)
Value$217.9K ($0)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$197.5K (-$18.0K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$195.8K (-$17.9K)
Filed 2026-11-03
Cannon Advisors, Inc.
DECREASED
Shares1,763 from 2,016
Change-253 (-13%)
Value$202.9K (-$33.2K)
Filed 2026-10-14
Alpine Bank Wealth Management
DECREASED
Shares1,762 from 2,182
Change-420 (-19%)
Value$189.6K (-$66.7K)
Filed 2026-10-16
Louisbourg Investments Inc.
INCREASED
Shares1,725 from 1,650
Change+75 (+5%)
Value$185.7K (-$8.1K)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$184.6K (-$16.9K)
Filed 2026-11-02
IMG Wealth Management, Inc.
INCREASED
Shares1,671 from 1,666
Change+5 (+0%)
Value$179.9K (-$15.8K)
Filed 2026-10-27
Coston, McIsaac & Partners
INCREASED
Shares1,669 from 1,668
Change+1 (+0%)
Value$179.7K (-$15.3K)
Filed 2026-11-06
Rational Advisors, Inc.
INCREASED
Shares1,663 from 1,451
Change+212 (+15%)
Value$179.0K (+$8.6K)
Filed 2026-11-02
Clayton Financial Group LLC
DECREASED
Shares1,650 from 1,900
Change-250 (-13%)
Value$177.6K (-$45.6K)
Filed 2026-10-13
Burkett Financial Services, LLC
INCREASED
Shares1,615 from 1,609
Change+6 (+0%)
Value$173.8K (-$15.2K)
Filed 2026-10-01
Retirement Wealth Solutions LLC
INCREASED
Shares1,612 from 1,501
Change+111 (+7%)
Value$173.4K (-$2.9K)
Filed 2026-10-07
Winch Advisory Services, LLC
INCREASED
Shares1,606 from 1,437
Change+169 (+12%)
Value$172.8K (+$4.0K)
Filed 2026-11-06
Hoey Investments, Inc
UNCHANGED
Shares1,589 from 1,589
Change0 (0%)
Value$171.0K (-$15.6K)
Filed 2026-10-29
Putney Financial Group LLC
NEW
Shares1,554
Change+1,554
Value$167.3K
Filed 2026-10-30
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares1,536 from 1,153
Change+383 (+33%)
Value$165.3K (+$29.9K)
Filed 2026-11-06
DeDora Capital, Inc.
NEW
Shares1,524
Change+1,524
Value$164.0K
Filed 2026-10-26
Nova Financial LLC
NEW
Shares1,503
Change+1,503
Value$161.8K
Filed 2026-11-04
Cedar Mountain Advisors, LLC
DECREASED
Shares1,471 from 1,479
Change-8 (-1%)
Value$158.3K (-$15.4K)
Filed 2026-10-15
Sunrise Financial Services, LLC
UNCHANGED
Shares1,452 from 1,452
Change0 (0%)
Value$156.3K (-$14.3K)
Filed 2026-10-21
Holos Integrated Wealth LLC
INCREASED
Shares1,431 from 534
Change+897 (+168%)
Value$152.4K (+$92.7K)
Filed 2026-10-23
10Elms LLP
DECREASED
Shares1,423 from 1,437
Change-14 (-1%)
Value$153.2K (-$15.6K)
Filed 2026-11-06
Madden Securities Corp
NEW
Shares1,408
Change+1,408
Value$151.5K
Filed 2026-10-27
SRH Advisors, LLC
DECREASED
Shares1,400 from 2,400
Change-1,000 (-42%)
Value$150.7K (-$131.2K)
Filed 2026-10-22
Joseph Group Capital Management
DECREASED
Shares1,399 from 1,446
Change-47 (-3%)
Value$150.6K (-$19.3K)
Filed 2026-11-04
Mascoma Wealth Management LLC
INCREASED
Shares1,398 from 1,265
Change+133 (+11%)
Value$150.5K (+$1.9K)
Filed 2026-10-23
Rachor Investment Advisory Services, LLC
INCREASED
Shares1,389 from 1,384
Change+5 (+0%)
Value$149.5K (-$13.0K)
Filed 2026-10-29
Richardson Capital Management LLC
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$149.1K (-$13.6K)
Filed 2026-10-23
DecisionPoint Financial, LLC
DECREASED
Shares1,377 from 1,380
Change-3 (0%)
Value$149.8K (-$11.7K)
Filed 2026-10-27
Beacon Capital Management, Inc.
NEW
Shares1,366
Change+1,366
Value$147.0K
Filed 2026-10-13
Global Trust Asset Management, LLC
INCREASED
Shares1,364 from 1,344
Change+20 (+1%)
Value$146.8K (-$11.1K)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$138.5K (-$12.7K)
Filed 2026-10-23
Planning Strategies Inc.
INCREASED
Shares1,263 from 1,252
Change+11 (+1%)
Value$135.9K (-$11.1K)
Filed 2026-10-02
True Wealth Design, LLC
INCREASED
Shares1,253 from 1,220
Change+33 (+3%)
Value$134.9K (-$8.4K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares1,219 from 1,019
Change+200 (+20%)
Value$131.0K (+$11.0K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,207 from 1,045
Change+162 (+16%)
Value$129.9K (+$7.2K)
Filed 2026-10-15
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares1,189 from 1,189
Change0 (0%)
Value$128.0K (-$11.7K)
Filed 2026-10-16
Activest Wealth Management
DECREASED
Shares1,188 from 1,325
Change-137 (-10%)
Value$127.9K (-$27.8K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,183 from 795
Change+388 (+49%)
Value$127.3K (+$33.9K)
Filed 2026-11-02
Sava Infond d.o.o.
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$125.9K (-$11.5K)
Filed 2026-10-28
Aspect Partners, LLC
INCREASED
Shares1,159 from 831
Change+328 (+39%)
Value$124.7K (+$27.1K)
Filed 2026-10-20
IAG Wealth Partners, LLC
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$119.9K (-$11.0K)
Filed 2026-11-06
Accordant Advisory Group Inc
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$118.4K (-$10.8K)
Filed 2026-10-29
Rakuten Securities, Inc.
INCREASED
Shares1,084 from 541
Change+543 (+100%)
Value$116.7K (+$53.1K)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
INCREASED
Shares1,080 from 954
Change+126 (+13%)
Value$116.2K (+$4.2K)
Filed 2026-11-05
Valued Wealth Advisors LLC
INCREASED
Shares1,063 from 1,032
Change+31 (+3%)
Value$114.4K (-$6.9K)
Filed 2026-11-05
Cdkv Holdings LLC
DECREASED
Shares1,060 from 1,114
Change-54 (-5%)
Value$114.1K (-$16.8K)
Filed 2026-10-28
Covestor Ltd
DECREASED
Shares1,040 from 1,393
Change-353 (-25%)
Value$112.0K (-$52.0K)
Filed 2026-10-30
Jcic Asset Management Inc.
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$111.9K (+$31.2K)
Filed 2026-10-30
Harbor Asset Planning, Inc.
INCREASED
Shares1,037 from 1,036
Change+1 (+0%)
Value$111.6K (-$10.1K)
Filed 2026-10-23
Polaris Financial Partners
NEW
Shares1,029
Change+1,029
Value$111
Filed 2026-10-02
Morton Brown Family Wealth, LLC
INCREASED
Shares1,011 from 805
Change+206 (+26%)
Value$108.8K (+$14.3K)
Filed 2026-10-23
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares1,001 from 951
Change+50 (+5%)
Value$107.7K (-$4.0K)
Filed 2026-10-30
Hoese & Co LLP
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$107.6K (-$9.8K)
Filed 2026-10-21
Intesa Sanpaolo Wealth Management
DECREASED
Shares986 from 25,249
Change-24,263 (-96%)
Value$106.1K (-$2.9M)
Filed 2026-10-28
Evolution Wealth Management Inc.
DECREASED
Shares978 from 1,072
Change-94 (-9%)
Value$105.2K (-$20.7K)
Filed 2026-10-28
Chung Wu Investment Group, LLC
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$100.2K (-$9.2K)
Filed 2026-11-03
Goodman Advisory Group, LLC
DECREASED
Shares902 from 4,101
Change-3,199 (-78%)
Value$97.1K (-$384.6K)
Filed 2026-11-02
Leonteq Securities AG
DECREASED
Shares900 from 19,047
Change-18,147 (-95%)
Value$96.9K (-$2.1M)
Filed 2026-10-29
Align Financial, LLC
INCREASED
Shares896 from 845
Change+51 (+6%)
Value$96.4K (-$2.8K)
Filed 2026-10-16
Breakwater Investment Management
DECREASED
Shares889 from 890
Change-1 (0%)
Value$95.7K (-$8.9K)
Filed 2026-10-20
Y.D. More Investments Ltd
DECREASED
Shares875 from 1,010
Change-135 (-13%)
Value$94.2K (-$24.5K)
Filed 2026-11-02
Brown Shipley& Co Ltd
DECREASED
Shares862 from 2,082
Change-1,220 (-59%)
Value$92.8K (-$151.8K)
Filed 2026-10-09
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$87.4K (-$6.2K)
Filed 2026-10-01
Reyes Financial Architecture, Inc.
INCREASED
Shares801 from 715
Change+86 (+12%)
Value$86.2K (+$2.2K)
Filed 2026-10-22
Robbins Farley
DECREASED
Shares786 from 835
Change-49 (-6%)
Value$84.6K (-$13.5K)
Filed 2026-10-21
Rydar Equities, Inc.
NEW
Shares780
Change+780
Value$91.6K
Filed 2026-10-13
UMB Private Wealth Management, LLC
NEW
Shares780
Change+780
Value$84.0K
Filed 2026-10-19
Whipplewood Advisors, LLC
DECREASED
Shares779 from 1,031
Change-252 (-24%)
Value$83.8K (-$37.3K)
Filed 2026-10-20
AXS Investments LLC
DECREASED
Shares731 from 873
Change-142 (-16%)
Value$78.7K (-$23.9K)
Filed 2026-11-04
Marquette Asset Management, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$78.0K (-$7.1K)
Filed 2026-10-09
RMG Wealth Management LLC
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$75.5K (-$14.0K)
Filed 2026-10-26
High Point Wealth Management, LLC
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$76.6K (-$7.0K)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
INCREASED
Shares688 from 635
Change+53 (+8%)
Value$74.0K (-$538)
Filed 2026-11-02
Bare Financial Services, Inc
INCREASED
Shares669 from 668
Change+1 (+0%)
Value$72.0K (-$6.5K)
Filed 2026-11-04
Creative Capital Management Investments LLC
INCREASED
Shares665 from 582
Change+83 (+14%)
Value$71.6K (+$3.2K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
DECREASED
Shares654 from 1,142
Change-488 (-43%)
Value$70.4K (-$63.7K)
Filed 2026-10-28
Clark Wealth Partners
INCREASED
Shares640 from 576
Change+64 (+11%)
Value$68.9K (+$1.2K)
Filed 2026-10-19
3 Factor Indexing, LLC
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$66.1K (-$6.0K)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
DECREASED
Shares603 from 604
Change-1 (0%)
Value$64.9K (-$6.0K)
Filed 2026-10-16
Horizon Financial Services, LLC
DECREASED
Shares575 from 605
Change-30 (-5%)
Value$61.9K (-$9.2K)
Filed 2026-11-04
Downshift Financial, LLC
INCREASED
Shares555 from 552
Change+3 (+1%)
Value$59.7K (-$5.1K)
Filed 2026-10-13
CKW Financial Group
INCREASED
Shares551 from 536
Change+15 (+3%)
Value$60 (-$62.9K)
Filed 2026-10-29
John Boyer, Inc.
NEW
Shares546
Change+546
Value$58.8K
Filed 2026-10-27
United Financial Planning Group LLC
INCREASED
Shares517 from 376
Change+141 (+38%)
Value$55.6K (+$11.5K)
Filed 2026-11-04
Navigoe, LLC
DECREASED
Shares513 from 514
Change-1 (0%)
Value$55.0K (-$5.0K)
Filed 2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$53.8K (-$4.9K)
Filed 2026-11-03
Torren Management, LLC
DECREASED
Shares447 from 450
Change-3 (-1%)
Value$48.1K (-$4.7K)
Filed 2026-10-29
Investment Research & Advisory Group, Inc.
INCREASED
Shares409 from 408
Change+1 (+0%)
Value$66.5K (+$6.7K)
Filed 2026-10-19
Nvwm, LLC
INCREASED
Shares388 from 269
Change+119 (+44%)
Value$41.8K (+$10.2K)
Filed 2026-10-14
Luken Investment Analytics, LLC
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$41.2K (-$3.8K)
Filed 2026-11-06
Hurley Capital, LLC
DECREASED
Shares371 from 2,320
Change-1,949 (-84%)
Value$40.0K (-$232.5K)
Filed 2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares363 from 303
Change+60 (+20%)
Value$39.1K (+$3.5K)
Filed 2026-10-21
Advantage Trust Co
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$37.7K (-$3.4K)
Filed 2026-10-19
Sherman Asset Management, Inc.
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$36.8K (-$3.4K)
Filed 2026-11-05
West Financial Advisors, LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$33.3K (-$3.0K)
Filed 2026-10-22
Tributary Capital Management, LLC
NEW
Shares306
Change+306
Value$32.9K
Filed 2026-10-28
Strategic Advocates LLC
INCREASED
Shares303 from 201
Change+102 (+51%)
Value$32.6K (+$9.0K)
Filed 2026-11-03
Blueline Advisors LLC
NEW
Shares300
Change+300
Value$32.3K
Filed 2026-10-15
Berbice Capital Management LLC
DECREASED
Shares300 from 301
Change-1 (0%)
Value$32.3K (-$3.1K)
Filed 2026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares295 from 258
Change+37 (+14%)
Value$31.8K (+$1.4K)
Filed 2026-10-28
Access Investment Management LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$31.6K (-$2.9K)
Filed 2026-10-23
Maseco LLP
INCREASED
Shares292 from 242
Change+50 (+21%)
Value$31.4K (+$3.0K)
Filed 2026-10-27
Kings Path Partners LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$31.3K (-$2.9K)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares257 from 106
Change+151 (+142%)
Value$27.7K (+$15.3K)
Filed 2026-10-16
Zeit Capital LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$26.9K (-$2.5K)
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$25.3K (-$2.3K)
Filed 2026-10-23
Peterson Wealth Management
DECREASED
Shares234 from 326
Change-92 (-28%)
Value$25.2K (-$13.1K)
Filed 2026-11-06
Ulland Investment Advisors, LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$25.0K (-$2.0K)
Filed 2026-10-13
Fortis Group Advisors, LLC
INCREASED
Shares227 from 220
Change+7 (+3%)
Value$24.4K (-$1.4K)
Filed 2026-11-06
Bayforest Capital Ltd
NEW
Shares208
Change+208
Value$22.4K
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares208 from 67,391
Change-67,183 (-100%)
Value$22.4K (-$7.9M)
Filed 2026-10-29
General Partner, Inc.
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$22.4K (-$2.0K)
Filed 2026-10-05
Frankly Finances, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.5K (-$2.0K)
Filed 2026-10-28
Curat Global, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.5K (-$2.0K)
Filed 2026-10-26
KFG LLC
NEW
Shares198
Change+198
Value$21.3K
Filed 2026-11-02
MidAtlantic Capital Management, Inc.
NEW
Shares194
Change+194
Value$20.9K
Filed 2026-11-05
RHL Group, LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$19.6K (-$1.7K)
Filed 2026-11-04
Roxbury Financial LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$18.3K (-$1.7K)
Filed 2026-10-01
Newton One Investments LLC
DECREASED
Shares161 from 411
Change-250 (-61%)
Value$17.3K (-$30.9K)
Filed 2026-10-14
Networth Advisors, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$13.3K (-$1.2K)
Filed 2026-11-03
Aventus Investment Advisors, Inc.
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$12.7K (-$1.2K)
Filed 2026-10-09
Costello Asset Management, Inc
DECREASED
Shares100 from 119
Change-19 (-16%)
Value$10.8K (-$3.2K)
Filed 2026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$10.3K (-$944)
Filed 2026-10-07
Livelsberger Financial Advisory
NEW
Shares91
Change+91
Value$9.8K
Filed 2026-10-28
Alta Capital Management LLC/
NEW
Shares89
Change+89
Value$9.6K
Filed 2026-10-26
IFS Advisors, LLC
INCREASED
Shares87 from 36
Change+51 (+142%)
Value$9.4K (+$5.1K)
Filed 2026-10-14
McCarley & Cook Financial Planners
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$9.2K (-$815)
Filed 2026-10-21
WestEnd Advisors, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$7.3K (-$668)
Filed 2026-10-27
PayPay Securities Corp
DECREASED
Shares67 from 76
Change-9 (-12%)
Value$7.2K (-$1.7K)
Filed 2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$6.6K (-$600)
Filed 2026-10-14
Sfam, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$6.2K (-$566)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares44
Change+44
Value$4.7K
Filed 2026-10-09
LAM Group, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$4.5K (-$413)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
DECREASED
Shares41 from 784
Change-743 (-95%)
Value$4.5K (-$87.7K)
Filed 2026-10-26
Mountain Hill Investment Partners Corp.
INCREASED
Shares40 from 1
Change+39 (+3900%)
Value$4.3K (+$4.2K)
Filed 2026-10-23
Transce3nd, LLC
NEW
Shares30
Change+30
Value$3.2K
Filed 2026-10-26
Decker Retirement Planning Inc.
DECREASED
Shares25 from 55
Change-30 (-55%)
Value$2.7K (-$3.8K)
Filed 2026-10-19
Fairman Group, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.3K (-$207)
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
DECREASED
Shares18 from 27
Change-9 (-33%)
Value$1.9K (-$1.2K)
Filed 2026-10-14
Noble Wealth Management PBC
DECREASED
Shares17 from 19
Change-2 (-11%)
Value$1.8K (-$402)
Filed 2026-10-01
Pzena Investment Management LLC
CLOSED
Shares0 from 1,281,329
Change-1,281,329 (-100%)
Value$0 (-$150.5M)
Filed 2026-10-30
CFC Planning Co LLC
CLOSED
Shares0 from 112,251
Change-112,251 (-100%)
Value$0 (-$13.2M)
Filed 2026-10-28
Hudson Edge Investment Partners Inc.
CLOSED
Shares0 from 56,346
Change-56,346 (-100%)
Value$0 (-$6.6M)
Filed 2026-10-28
CenterBook Partners LP
CLOSED
Shares0 from 52,707
Change-52,707 (-100%)
Value$0 (-$6.2M)
Filed 2026-11-02
Corda Investment Management, Llc.
CLOSED
Shares0 from 51,748
Change-51,748 (-100%)
Value$0 (-$6.1M)
Filed 2026-10-22
Q3 Asset Management
CLOSED
Shares0 from 36,086
Change-36,086 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-06
St. Louis Financial Planners Asset Management, LLC
CLOSED
Shares0 from 33,711
Change-33,711 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-16
Patton Fund Management, Inc.
CLOSED
Shares0 from 25,211
Change-25,211 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-13
Wellington Shields & Co., LLC
CLOSED
Shares0 from 24,924
Change-24,924 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-03
Milestone Asset Management, LLC
CLOSED
Shares0 from 24,690
Change-24,690 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-15
Mitsubishi UFJ Asset Management (UK) Ltd.
CLOSED
Shares0 from 24,000
Change-24,000 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-22
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 21,415
Change-21,415 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-26
Arbor Capital Management Inc
CLOSED
Shares0 from 18,324
Change-18,324 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-21
Bochk Asset Management Ltd
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-29
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 12,560
Change-12,560 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-15
Providence First Trust Co
CLOSED
Shares0 from 12,308
Change-12,308 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-02
Beam Wealth Advisors, Inc.
CLOSED
Shares0 from 11,657
Change-11,657 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Financial Management Network Inc
CLOSED
Shares0 from 10,696
Change-10,696 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-09
PCG Asset Management, LLC
CLOSED
Shares0 from 9,334
Change-9,334 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Johnson Financial Group, LLC
CLOSED
Shares0 from 8,923
Change-8,923 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
FNY Investment Advisers, LLC
CLOSED
Shares0 from 8,500
Change-8,500 (-100%)
Value$0 (-$998.0K)
Filed 2026-10-16
Thompson Davis & Co., Inc.
CLOSED
Shares0 from 6,806
Change-6,806 (-100%)
Value$0 (-$799.4K)
Filed 2026-11-05
WIN Advisors, Inc
CLOSED
Shares0 from 6,284
Change-6,284 (-100%)
Value$0 (-$738.1K)
Filed 2026-11-06
BFI Infinity Ltd.
CLOSED
Shares0 from 6,169
Change-6,169 (-100%)
Value$0 (-$724.6K)
Filed 2026-10-16
Waycross Partners, LLC
CLOSED
Shares0 from 6,076
Change-6,076 (-100%)
Value$0 (-$713.7K)
Filed 2026-11-03
Marest Capital, LLC
CLOSED
Shares0 from 5,895
Change-5,895 (-100%)
Value$0 (-$692.5K)
Filed 2026-10-23
Hofer & Associates. Inc
CLOSED
Shares0 from 5,631
Change-5,631 (-100%)
Value$0 (-$661.4K)
Filed 2026-10-13
WBI Investments, LLC
CLOSED
Shares0 from 5,325
Change-5,325 (-100%)
Value$0 (-$625.5K)
Filed 2026-11-05
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 5,011
Change-5,011 (-100%)
Value$0 (-$588.6K)
Filed 2026-10-16
Mariner Investment Group LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$587.3K)
Filed 2026-11-04
Davis Investment Partners, LLC
CLOSED
Shares0 from 4,905
Change-4,905 (-100%)
Value$0 (-$576.1K)
Filed 2026-11-05
Factor Wealth Management LTD
CLOSED
Shares0 from 4,196
Change-4,196 (-100%)
Value$0 (-$492.9K)
Filed 2026-10-08
Moller Wealth Partners
CLOSED
Shares0 from 4,020
Change-4,020 (-100%)
Value$0 (-$472.2K)
Filed 2026-10-15
West Tower Group, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$469.8K)
Filed 2026-10-14
AlphaCentric Advisors LLC
CLOSED
Shares0 from 3,628
Change-3,628 (-100%)
Value$0 (-$426.1K)
Filed 2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
CLOSED
Shares0 from 3,573
Change-3,573 (-100%)
Value$0 (-$419.7K)
Filed 2026-10-22
Aspen Wealth Management LLC
CLOSED
Shares0 from 3,293
Change-3,293 (-100%)
Value$0 (-$386.8K)
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 3,255
Change-3,255 (-100%)
Value$0 (-$382.4K)
Filed 2026-10-27
DBK Financial Counsel, LLC
CLOSED
Shares0 from 3,128
Change-3,128 (-100%)
Value$0 (-$367.5K)
Filed 2026-10-13
Broussard Financial Group LLC
CLOSED
Shares0 from 3,032
Change-3,032 (-100%)
Value$0 (-$356.1K)
Filed 2026-10-26
Provident Wealth Management, LLC
CLOSED
Shares0 from 3,005
Change-3,005 (-100%)
Value$0 (-$353.0K)
Filed 2026-10-20
Impact Investors, Inc
CLOSED
Shares0 from 2,768
Change-2,768 (-100%)
Value$0 (-$325.1K)
Filed 2026-11-02
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 2,697
Change-2,697 (-100%)
Value$0 (-$316.8K)
Filed 2026-10-09
Mach-1 Financial Group, LLC
CLOSED
Shares0 from 2,672
Change-2,672 (-100%)
Value$0 (-$313.9K)
Filed 2026-11-06
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 2,620
Change-2,620 (-100%)
Value$0 (-$307.7K)
Filed 2026-10-14
RIA Advisory Group LLC
CLOSED
Shares0 from 2,499
Change-2,499 (-100%)
Value$0 (-$293.6K)
Filed 2026-10-15
Climber Capital SA
CLOSED
Shares0 from 2,465
Change-2,465 (-100%)
Value$0 (-$289.0K)
Filed 2026-10-20
Grandview Asset Management LLC
CLOSED
Shares0 from 2,255
Change-2,255 (-100%)
Value$0 (-$264.9K)
Filed 2026-10-19
Sage Investment Advisers LLC
CLOSED
Shares0 from 2,226
Change-2,226 (-100%)
Value$0 (-$261.4K)
Filed 2026-10-21
Point Nemo Capital, LLC
CLOSED
Shares0 from 2,203
Change-2,203 (-100%)
Value$0 (-$258.8K)
Filed 2026-11-03
Great Point Wealth Advisors, LLC
CLOSED
Shares0 from 2,105
Change-2,105 (-100%)
Value$0 (-$247.2K)
Filed 2026-10-15
Peachtree Investment Partners, LLC
CLOSED
Shares0 from 1,997
Change-1,997 (-100%)
Value$0 (-$234.6K)
Filed 2026-11-05
Lazari Capital Management, Inc.
CLOSED
Shares0 from 1,931
Change-1,931 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-20
Schulz Wealth, Ltd.
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$223.2K)
Filed 2026-11-03
Armstrong Henry H Associates Inc
CLOSED
Shares0 from 1,897
Change-1,897 (-100%)
Value$0 (-$222.8K)
Filed 2026-10-07
Englebert Financial Advisers, LLC
CLOSED
Shares0 from 1,891
Change-1,891 (-100%)
Value$0 (-$222.1K)
Filed 2026-10-20
Eddie Patel Inc
CLOSED
Shares0 from 1,876
Change-1,876 (-100%)
Value$0 (-$220.4K)
Filed 2026-11-02
Lockerman Financial Group, Inc.
CLOSED
Shares0 from 1,874
Change-1,874 (-100%)
Value$0 (-$220.1K)
Filed 2026-10-19
FF Advisors,LLC
CLOSED
Shares0 from 1,869
Change-1,869 (-100%)
Value$0 (-$219.5K)
Filed 2026-10-21
Taylor Securities Services, Inc.
CLOSED
Shares0 from 1,867
Change-1,867 (-100%)
Value$0 (-$219.3K)
Filed 2026-10-20
Mustard Seed Financial, LLC
CLOSED
Shares0 from 1,844
Change-1,844 (-100%)
Value$0 (-$216.6K)
Filed 2026-10-30
Clear Point Advisors Inc.
CLOSED
Shares0 from 1,842
Change-1,842 (-100%)
Value$0 (-$216.3K)
Filed 2026-10-30
First Security Investment Management, Inc.
CLOSED
Shares0 from 1,838
Change-1,838 (-100%)
Value$0 (-$215.9K)
Filed 2026-11-05
Breachway Investments LLC
CLOSED
Shares0 from 1,830
Change-1,830 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-19
Elmwood Wealth Management, Inc.
CLOSED
Shares0 from 1,827
Change-1,827 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-14
jvl associates llc
CLOSED
Shares0 from 1,824
Change-1,824 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-09
Strata Wealth Advisors, LLC
CLOSED
Shares0 from 1,818
Change-1,818 (-100%)
Value$0 (-$213.5K)
Filed 2026-10-16
Tamar Securities, LLC
CLOSED
Shares0 from 1,816
Change-1,816 (-100%)
Value$0 (-$213.3K)
Filed 2026-11-03
Absher Wealth Management, LLC
CLOSED
Shares0 from 1,816
Change-1,816 (-100%)
Value$0 (-$213.4K)
Filed 2026-11-02
Adamsbrown Wealth Consultants LLC
CLOSED
Shares0 from 1,809
Change-1,809 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-20
Hoge Financial Services, LLC
CLOSED
Shares0 from 1,804
Change-1,804 (-100%)
Value$0 (-$211.9K)
Filed 2026-11-05
NavPoint Financial, Inc.
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$211.4K)
Filed 2026-10-21
Winnacle Wealth LLC
CLOSED
Shares0 from 1,798
Change-1,798 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-15
Valley Brook Capital Group, Inc.
CLOSED
Shares0 from 1,795
Change-1,795 (-100%)
Value$0 (-$210.8K)
Filed 2026-10-26
McClarren Financial Advisors, Inc.
CLOSED
Shares0 from 1,758
Change-1,758 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-15
Ehrlich Financial Group
CLOSED
Shares0 from 1,757
Change-1,757 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-20
Pachira Investments Inc.
CLOSED
Shares0 from 1,755
Change-1,755 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-14
Lakeshore Capital Group, Inc.
CLOSED
Shares0 from 1,747
Change-1,747 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-20
Essex LLC
CLOSED
Shares0 from 1,743
Change-1,743 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-14
Nitor Capital Management, LLC
CLOSED
Shares0 from 1,742
Change-1,742 (-100%)
Value$0 (-$204.6K)
Filed 2026-11-04
Sidoxia Capital Management, LLC
CLOSED
Shares0 from 1,740
Change-1,740 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-28
Wisconsin Wealth Advisors, LLC
CLOSED
Shares0 from 1,737
Change-1,737 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-08
Mid-American Wealth Advisory Group, Inc.
CLOSED
Shares0 from 1,736
Change-1,736 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-21
Mullaney, Keating & Wright, Inc.
CLOSED
Shares0 from 1,735
Change-1,735 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-19
White Pine Investment Co
CLOSED
Shares0 from 1,734
Change-1,734 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-15
Redw Wealth LLC
CLOSED
Shares0 from 1,729
Change-1,729 (-100%)
Value$0 (-$203.1K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
CLOSED
Shares0 from 1,720
Change-1,720 (-100%)
Value$0 (-$202.0K)
Filed 2026-11-02
Closed-End Fund Advisors, Inc.
CLOSED
Shares0 from 1,715
Change-1,715 (-100%)
Value$0 (-$201.4K)
Filed 2026-11-04
Mcdaniel Terry & Co
CLOSED
Shares0 from 1,714
Change-1,714 (-100%)
Value$0 (-$201.3K)
Filed 2026-11-05
McElhenny Sheffield Capital Management, LLC
CLOSED
Shares0 from 1,712
Change-1,712 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-06
Bannerman Wealth Management Group, LLC
CLOSED
Shares0 from 1,712
Change-1,712 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-09
Wedgewood Investors Inc
CLOSED
Shares0 from 1,710
Change-1,710 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-28
Summit Place Financial Advisors, LLC
CLOSED
Shares0 from 1,710
Change-1,710 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-23
Evolution Advisers, Inc.
CLOSED
Shares0 from 1,457
Change-1,457 (-100%)
Value$0 (-$171.0K)
Filed 2026-11-06
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,424
Change-1,424 (-100%)
Value$0 (-$167.2K)
Filed 2026-11-03
Merrithew & Thorsten Inc
CLOSED
Shares0 from 1,355
Change-1,355 (-100%)
Value$0 (-$159.0K)
Filed 2026-11-06
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,351
Change-1,351 (-100%)
Value$0 (-$158.7K)
Filed 2026-10-29
Founders Capital Management
CLOSED
Shares0 from 1,326
Change-1,326 (-100%)
Value$0 (-$155.8K)
Filed 2026-10-13
Innova Wealth Partners
CLOSED
Shares0 from 975
Change-975 (-100%)
Value$0 (-$114.5K)
Filed 2026-10-21
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 558
Change-558 (-100%)
Value$0 (-$42)
Filed 2026-11-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 513
Change-513 (-100%)
Value$0 (-$60.3K)
Filed 2026-10-23
Solstein Capital, LLC
CLOSED
Shares0 from 476
Change-476 (-100%)
Value$0 (-$55.9K)
Filed 2026-11-02
Islay Capital Management, LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$13.5K)
Filed 2026-10-20
NorthAvenue LLC
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-29
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-27
Robinswood Financial LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-20
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-16
GS Investments, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$352)
Filed 2026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.2M (-$359.6K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 358,672,289
Change-358,672,289 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 244,787,330
Change-244,787,330 (-100%)
Value—
State Street Corp
N/A
Shares— from 197,153,062
Change-197,153,062 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 138,187,071
Change-138,187,071 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 119,309,850
Change-119,309,850 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 80,401,715
Change-80,401,715 (-100%)
Value—
FMR LLC
N/A
Shares— from 76,063,526
Change-76,063,526 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 67,174,294
Change-67,174,294 (-100%)
Value—
Norges Bank
N/A
Shares— from 54,835,694
Change-54,835,694 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 50,164,984
Change-50,164,984 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 48,926,967
Change-48,926,967 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 46,006,896
Change-46,006,896 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 43,575,065
Change-43,575,065 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 43,450,141
Change-43,450,141 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 43,390,831
Change-43,390,831 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 41,718,668
Change-41,718,668 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 37,731,017
Change-37,731,017 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 32,839,926
Change-32,839,926 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 32,143,460
Change-32,143,460 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 30,606,231
Change-30,606,231 (-100%)
Value—
UBS Group AG
N/A
Shares— from 27,793,346
Change-27,793,346 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 23,620,908
Change-23,620,908 (-100%)
Value—
Capital International Investors
N/A
Shares— from 22,677,729
Change-22,677,729 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 21,861,047
Change-21,861,047 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 21,704,098
Change-21,704,098 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 21,358,742
Change-21,358,742 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 19,339,431
Change-19,339,431 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 17,163,058
Change-17,163,058 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 17,060,205
Change-17,060,205 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 14,458,602
Change-14,458,602 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 12,828,322
Change-12,828,322 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 12,802,148
Change-12,802,148 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 12,739,652
Change-12,739,652 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,692,951
Change-12,692,951 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 12,153,581
Change-12,153,581 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 11,140,500
Change-11,140,500 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,036,893
Change-10,036,893 (-100%)
Value—
National Pension Service
N/A
Shares— from 9,713,396
Change-9,713,396 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 9,573,194
Change-9,573,194 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 9,568,647
Change-9,568,647 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,280,415
Change-9,280,415 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 8,923,052
Change-8,923,052 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 8,550,825
Change-8,550,825 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 8,112,214
Change-8,112,214 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,544,247
Change-7,544,247 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 7,075,779
Change-7,075,779 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 7,004,591
Change-7,004,591 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6,455,364
Change-6,455,364 (-100%)
Value—
FIL Ltd
N/A
Shares— from 6,388,582
Change-6,388,582 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 6,051,039
Change-6,051,039 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 6,011,664
Change-6,011,664 (-100%)
Value—
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A
Shares— from 6,000,000
Change-6,000,000 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 5,894,212
Change-5,894,212 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 5,602,513
Change-5,602,513 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 5,406,007
Change-5,406,007 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 4,838,460
Change-4,838,460 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 4,743,634
Change-4,743,634 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 4,711,992
Change-4,711,992 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 4,659,627
Change-4,659,627 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,577,974
Change-4,577,974 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 4,257,987
Change-4,257,987 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 4,252,802
Change-4,252,802 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 4,166,730
Change-4,166,730 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,144,218
Change-4,144,218 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,092,136
Change-4,092,136 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,056,824
Change-4,056,824 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 3,966,697
Change-3,966,697 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 3,964,193
Change-3,964,193 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 3,742,278
Change-3,742,278 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 3,637,867
Change-3,637,867 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 3,565,600
Change-3,565,600 (-100%)
Value—
Aviva PLC
N/A
Shares— from 3,528,998
Change-3,528,998 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,512,188
Change-3,512,188 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 3,462,621
Change-3,462,621 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,387,221
Change-3,387,221 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 3,385,033
Change-3,385,033 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 3,379,389
Change-3,379,389 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 3,373,638
Change-3,373,638 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 3,307,689
Change-3,307,689 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,307,568
Change-3,307,568 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 3,297,324
Change-3,297,324 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 3,291,076
Change-3,291,076 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 3,151,452
Change-3,151,452 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,094,654
Change-3,094,654 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 3,084,363
Change-3,084,363 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,080,649
Change-3,080,649 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,019,689
Change-3,019,689 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 2,941,807
Change-2,941,807 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,902,170
Change-2,902,170 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 2,857,925
Change-2,857,925 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,848,964
Change-2,848,964 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 2,742,739
Change-2,742,739 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,735,412
Change-2,735,412 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 2,715,962
Change-2,715,962 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,709,956
Change-2,709,956 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 2,695,652
Change-2,695,652 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,642,931
Change-2,642,931 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 2,584,299
Change-2,584,299 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,567,005
Change-2,567,005 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,566,195
Change-2,566,195 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 2,557,662
Change-2,557,662 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,528,142
Change-2,528,142 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,505,809
Change-2,505,809 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 2,453,299
Change-2,453,299 (-100%)
Value—
ING Groep NV
N/A
Shares— from 2,418,366
Change-2,418,366 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 2,369,696
Change-2,369,696 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 2,368,091
Change-2,368,091 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,341,446
Change-2,341,446 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,297,632
Change-2,297,632 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,221,708
Change-2,221,708 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,221,449
Change-2,221,449 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,196,622
Change-2,196,622 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 2,171,029
Change-2,171,029 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 2,168,053
Change-2,168,053 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,149,133
Change-2,149,133 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,129,342
Change-2,129,342 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 2,127,030
Change-2,127,030 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,017,908
Change-2,017,908 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,988,013
Change-1,988,013 (-100%)
Value—
AKO Capital LLP
N/A
Shares— from 1,971,628
Change-1,971,628 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,945,554
Change-1,945,554 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,941,314
Change-1,941,314 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,938,996
Change-1,938,996 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,912,441
Change-1,912,441 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,893,992
Change-1,893,992 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,865,880
Change-1,865,880 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,848,715
Change-1,848,715 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,800,337
Change-1,800,337 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,793,416
Change-1,793,416 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,722,828
Change-1,722,828 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,699,174
Change-1,699,174 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,631,910
Change-1,631,910 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,630,198
Change-1,630,198 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,579,072
Change-1,579,072 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,572,769
Change-1,572,769 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,557,150
Change-1,557,150 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,501,542
Change-1,501,542 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,486,217
Change-1,486,217 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,468,436
Change-1,468,436 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,467,566
Change-1,467,566 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 1,464,002
Change-1,464,002 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,373,295
Change-1,373,295 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 1,345,790
Change-1,345,790 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 1,335,729
Change-1,335,729 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,259,860
Change-1,259,860 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,258,651
Change-1,258,651 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,250,550
Change-1,250,550 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,225,167
Change-1,225,167 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 1,223,211
Change-1,223,211 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 1,223,094
Change-1,223,094 (-100%)
Value—
Findlay Park Partners LLP
N/A
Shares— from 1,207,200
Change-1,207,200 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 1,185,467
Change-1,185,467 (-100%)
Value—
&partners
N/A
Shares— from 1,185,234
Change-1,185,234 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 1,175,076
Change-1,175,076 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,158,488
Change-1,158,488 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 1,158,227
Change-1,158,227 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,130,286
Change-1,130,286 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,121,178
Change-1,121,178 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 1,099,521
Change-1,099,521 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,080,805
Change-1,080,805 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,080,346
Change-1,080,346 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,078,724
Change-1,078,724 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 1,077,745
Change-1,077,745 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,063,689
Change-1,063,689 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,035,061
Change-1,035,061 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,034,410
Change-1,034,410 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 1,008,397
Change-1,008,397 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 973,944
Change-973,944 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 966,857
Change-966,857 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 949,309
Change-949,309 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 935,467
Change-935,467 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 930,189
Change-930,189 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 928,781
Change-928,781 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 913,345
Change-913,345 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 903,668
Change-903,668 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 899,900
Change-899,900 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 865,221
Change-865,221 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 865,125
Change-865,125 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 863,626
Change-863,626 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 863,329
Change-863,329 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 862,114
Change-862,114 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 861,826
Change-861,826 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 857,728
Change-857,728 (-100%)
Value—
Blair William & Co
N/A
Shares— from 857,629
Change-857,629 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 852,501
Change-852,501 (-100%)
Value—
Commerce Bank
N/A
Shares— from 840,564
Change-840,564 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 814,304
Change-814,304 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 811,415
Change-811,415 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 807,910
Change-807,910 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 789,920
Change-789,920 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 782,741
Change-782,741 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 776,227
Change-776,227 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 768,783
Change-768,783 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 761,926
Change-761,926 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 754,715
Change-754,715 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 745,008
Change-745,008 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 742,453
Change-742,453 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 740,612
Change-740,612 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 738,484
Change-738,484 (-100%)
Value—
Man Group plc
N/A
Shares— from 734,283
Change-734,283 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 724,344
Change-724,344 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 724,109
Change-724,109 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 713,287
Change-713,287 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 706,859
Change-706,859 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 700,256
Change-700,256 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 678,221
Change-678,221 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 676,689
Change-676,689 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 651,615
Change-651,615 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 647,108
Change-647,108 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 646,058
Change-646,058 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 626,147
Change-626,147 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 619,024
Change-619,024 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 617,762
Change-617,762 (-100%)
Value—
Boston Partners
N/A
Shares— from 615,445
Change-615,445 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 614,435
Change-614,435 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 611,037
Change-611,037 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 600,335
Change-600,335 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 599,877
Change-599,877 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 597,127
Change-597,127 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 592,709
Change-592,709 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 592,174
Change-592,174 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 586,559
Change-586,559 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 578,383
Change-578,383 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 565,521
Change-565,521 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 564,893
Change-564,893 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 559,256
Change-559,256 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 558,067
Change-558,067 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 553,772
Change-553,772 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 550,377
Change-550,377 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 512,257
Change-512,257 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 510,885
Change-510,885 (-100%)
Value—
Prudential PLC
N/A
Shares— from 507,221
Change-507,221 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 501,889
Change-501,889 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 499,652
Change-499,652 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 494,225
Change-494,225 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 489,957
Change-489,957 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 481,719
Change-481,719 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 479,918
Change-479,918 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 476,436
Change-476,436 (-100%)
Value—
Stephens Inc
N/A
Shares— from 469,615
Change-469,615 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 445,000
Change-445,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 440,894
Change-440,894 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 425,036
Change-425,036 (-100%)
Value—
Minneapolis Portfolio Management Group, LLC
N/A
Shares— from 416,548
Change-416,548 (-100%)
Value—
Glenview Capital Management, LLC
N/A
Shares— from 413,332
Change-413,332 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 406,684
Change-406,684 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 404,552
Change-404,552 (-100%)
Value—
Allstate Corp
N/A
Shares— from 404,541
Change-404,541 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 404,460
Change-404,460 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 398,097
Change-398,097 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 394,019
Change-394,019 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 383,791
Change-383,791 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 378,540
Change-378,540 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 375,490
Change-375,490 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 358,254
Change-358,254 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 354,321
Change-354,321 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 351,052
Change-351,052 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 350,407
Change-350,407 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 346,996
Change-346,996 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 340,990
Change-340,990 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 339,900
Change-339,900 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 339,458
Change-339,458 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 330,194
Change-330,194 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 319,374
Change-319,374 (-100%)
Value—
Lone Peak Global Investors LLC
N/A
Shares— from 319,224
Change-319,224 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 317,065
Change-317,065 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 317,063
Change-317,063 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 315,508
Change-315,508 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 314,568
Change-314,568 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 313,604
Change-313,604 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 309,929
Change-309,929 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 309,232
Change-309,232 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 305,545
Change-305,545 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 297,098
Change-297,098 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 294,093
Change-294,093 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 293,617
Change-293,617 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 292,348
Change-292,348 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 291,490
Change-291,490 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 289,529
Change-289,529 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 288,024
Change-288,024 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 286,862
Change-286,862 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 281,667
Change-281,667 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 280,795
Change-280,795 (-100%)
Value—
BNP Paribas
N/A
Shares— from 278,974
Change-278,974 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 276,493
Change-276,493 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 274,167
Change-274,167 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 273,354
Change-273,354 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 262,788
Change-262,788 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 260,677
Change-260,677 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 260,357
Change-260,357 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 259,194
Change-259,194 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 258,194
Change-258,194 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 257,658
Change-257,658 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 254,447
Change-254,447 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 251,276
Change-251,276 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 250,613
Change-250,613 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 243,996
Change-243,996 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 243,303
Change-243,303 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 240,883
Change-240,883 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 234,359
Change-234,359 (-100%)
Value—
Allianz SE
N/A
Shares— from 231,362
Change-231,362 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 229,888
Change-229,888 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 228,341
Change-228,341 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 227,351
Change-227,351 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 222,868
Change-222,868 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 221,273
Change-221,273 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 221,176
Change-221,176 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 219,827
Change-219,827 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 217,870
Change-217,870 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 216,489
Change-216,489 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 216,365
Change-216,365 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 215,945
Change-215,945 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 210,453
Change-210,453 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 210,292
Change-210,292 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 209,528
Change-209,528 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 208,789
Change-208,789 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 207,404
Change-207,404 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 206,920
Change-206,920 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 203,578
Change-203,578 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 202,859
Change-202,859 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 201,606
Change-201,606 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 197,033
Change-197,033 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 196,899
Change-196,899 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 195,996
Change-195,996 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 193,944
Change-193,944 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 193,106
Change-193,106 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 192,216
Change-192,216 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 191,053
Change-191,053 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 187,504
Change-187,504 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 183,822
Change-183,822 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 183,311
Change-183,311 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 183,280
Change-183,280 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 182,762
Change-182,762 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 181,965
Change-181,965 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 180,000
Change-180,000 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 178,214
Change-178,214 (-100%)
Value—
United Bank
N/A
Shares— from 177,433
Change-177,433 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 176,290
Change-176,290 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 173,702
Change-173,702 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 173,581
Change-173,581 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 173,265
Change-173,265 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 173,135
Change-173,135 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 172,165
Change-172,165 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 171,597
Change-171,597 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 170,027
Change-170,027 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 170,000
Change-170,000 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 169,665
Change-169,665 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 168,112
Change-168,112 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 167,430
Change-167,430 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 166,426
Change-166,426 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 166,075
Change-166,075 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 165,724
Change-165,724 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 165,163
Change-165,163 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 164,117
Change-164,117 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 162,736
Change-162,736 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 161,451
Change-161,451 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 161,268
Change-161,268 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 159,731
Change-159,731 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 158,671
Change-158,671 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 158,180
Change-158,180 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 157,905
Change-157,905 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 157,800
Change-157,800 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 156,939
Change-156,939 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 155,802
Change-155,802 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 155,215
Change-155,215 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 154,288
Change-154,288 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 153,726
Change-153,726 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 152,831
Change-152,831 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 152,681
Change-152,681 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 151,415
Change-151,415 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 150,932
Change-150,932 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 150,891
Change-150,891 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 150,446
Change-150,446 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 149,734
Change-149,734 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 149,443
Change-149,443 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 146,478
Change-146,478 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 144,857
Change-144,857 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 144,096
Change-144,096 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 142,968
Change-142,968 (-100%)
Value—
Summit Street Capital Management, LLC
N/A
Shares— from 142,412
Change-142,412 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 140,817
Change-140,817 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 140,534
Change-140,534 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 140,038
Change-140,038 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 139,686
Change-139,686 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 139,484
Change-139,484 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 139,097
Change-139,097 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 137,385
Change-137,385 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 134,419
Change-134,419 (-100%)
Value—
Simmons Bank
N/A
Shares— from 133,798
Change-133,798 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 133,192
Change-133,192 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 129,475
Change-129,475 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 128,650
Change-128,650 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 128,272
Change-128,272 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 127,834
Change-127,834 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 127,763
Change-127,763 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 127,455
Change-127,455 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 127,356
Change-127,356 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 126,697
Change-126,697 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 126,640
Change-126,640 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 123,777
Change-123,777 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 123,742
Change-123,742 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 123,692
Change-123,692 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 123,608
Change-123,608 (-100%)
Value—
Capital International LTD
N/A
Shares— from 123,161
Change-123,161 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 122,390
Change-122,390 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 121,704
Change-121,704 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 121,235
Change-121,235 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 120,603
Change-120,603 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 120,398
Change-120,398 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 118,965
Change-118,965 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 118,687
Change-118,687 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 118,584
Change-118,584 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 117,889
Change-117,889 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 116,777
Change-116,777 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 116,687
Change-116,687 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 116,433
Change-116,433 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 115,587
Change-115,587 (-100%)
Value—
Summitry LLC
N/A
Shares— from 114,915
Change-114,915 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 114,125
Change-114,125 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 112,851
Change-112,851 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 112,282
Change-112,282 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 112,141
Change-112,141 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 111,974
Change-111,974 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 111,407
Change-111,407 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 109,283
Change-109,283 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 107,700
Change-107,700 (-100%)
Value—
S&CO Inc
N/A
Shares— from 107,126
Change-107,126 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 107,069
Change-107,069 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 105,697
Change-105,697 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 104,865
Change-104,865 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 104,857
Change-104,857 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 104,822
Change-104,822 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 104,655
Change-104,655 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 104,275
Change-104,275 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 103,962
Change-103,962 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 103,472
Change-103,472 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 102,242
Change-102,242 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 102,110
Change-102,110 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 101,941
Change-101,941 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 101,573
Change-101,573 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 101,495
Change-101,495 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 100,650
Change-100,650 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 100,541
Change-100,541 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 98,857
Change-98,857 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 98,287
Change-98,287 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 96,233
Change-96,233 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 95,370
Change-95,370 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 94,593
Change-94,593 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 94,027
Change-94,027 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 93,552
Change-93,552 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 93,101
Change-93,101 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 92,402
Change-92,402 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 90,716
Change-90,716 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 90,630
Change-90,630 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 90,019
Change-90,019 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 89,747
Change-89,747 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 89,604
Change-89,604 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 89,375
Change-89,375 (-100%)
Value—
Motco
N/A
Shares— from 88,592
Change-88,592 (-100%)
Value—
Dodge & COX
N/A
Shares— from 88,409
Change-88,409 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 88,219
Change-88,219 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 86,826
Change-86,826 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 85,680
Change-85,680 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 85,599
Change-85,599 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 85,493
Change-85,493 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 83,900
Change-83,900 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 83,786
Change-83,786 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 82,510
Change-82,510 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 82,022
Change-82,022 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 81,724
Change-81,724 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 81,333
Change-81,333 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 81,211
Change-81,211 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 81,170
Change-81,170 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 80,061
Change-80,061 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 80,058
Change-80,058 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 79,933
Change-79,933 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 79,860
Change-79,860 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 79,855
Change-79,855 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 79,418
Change-79,418 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 78,857
Change-78,857 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 76,860
Change-76,860 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 76,854
Change-76,854 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 76,493
Change-76,493 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 76,386
Change-76,386 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 75,723
Change-75,723 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 75,094
Change-75,094 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 74,127
Change-74,127 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 74,113
Change-74,113 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 73,393
Change-73,393 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 73,231
Change-73,231 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 73,185
Change-73,185 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 72,278
Change-72,278 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 72,272
Change-72,272 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 72,234
Change-72,234 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 71,963
Change-71,963 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 71,784
Change-71,784 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 71,520
Change-71,520 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 71,060
Change-71,060 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 70,975
Change-70,975 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 70,356
Change-70,356 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 70,310
Change-70,310 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 70,023
Change-70,023 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 69,700
Change-69,700 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 69,570
Change-69,570 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 69,417
Change-69,417 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 69,353
Change-69,353 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 68,964
Change-68,964 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 68,705
Change-68,705 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 68,454
Change-68,454 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 68,142
Change-68,142 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 67,174
Change-67,174 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 67,167
Change-67,167 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 66,888
Change-66,888 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 66,501
Change-66,501 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 66,422
Change-66,422 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 65,557
Change-65,557 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 65,081
Change-65,081 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 64,761
Change-64,761 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 64,567
Change-64,567 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 64,550
Change-64,550 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 63,968
Change-63,968 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 63,764
Change-63,764 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 63,170
Change-63,170 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 63,153
Change-63,153 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 62,978
Change-62,978 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 62,086
Change-62,086 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 61,507
Change-61,507 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 61,328
Change-61,328 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 60,973
Change-60,973 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 60,921
Change-60,921 (-100%)
Value—
EFG International AG
N/A
Shares— from 60,894
Change-60,894 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 60,865
Change-60,865 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 60,677
Change-60,677 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 60,073
Change-60,073 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 59,646
Change-59,646 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 59,625
Change-59,625 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 59,609
Change-59,609 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 58,672
Change-58,672 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 58,206
Change-58,206 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 57,708
Change-57,708 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 57,485
Change-57,485 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 57,172
Change-57,172 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 56,855
Change-56,855 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 56,524
Change-56,524 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 56,311
Change-56,311 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 55,815
Change-55,815 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 55,600
Change-55,600 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 55,469
Change-55,469 (-100%)
Value—
Westerly Capital Management, LLC
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 54,976
Change-54,976 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 54,636
Change-54,636 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 53,389
Change-53,389 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 53,275
Change-53,275 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 52,891
Change-52,891 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 51,966
Change-51,966 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 51,453
Change-51,453 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 51,383
Change-51,383 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 50,929
Change-50,929 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 50,415
Change-50,415 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 50,349
Change-50,349 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 50,326
Change-50,326 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 50,100
Change-50,100 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 49,970
Change-49,970 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 49,664
Change-49,664 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 49,661
Change-49,661 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 49,506
Change-49,506 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 49,506
Change-49,506 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 49,426
Change-49,426 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 48,986
Change-48,986 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 48,937
Change-48,937 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 48,058
Change-48,058 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 47,340
Change-47,340 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 47,273
Change-47,273 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 46,937
Change-46,937 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 46,678
Change-46,678 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 46,593
Change-46,593 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 46,592
Change-46,592 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 46,266
Change-46,266 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 46,221
Change-46,221 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 46,049
Change-46,049 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 45,536
Change-45,536 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 45,502
Change-45,502 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 45,390
Change-45,390 (-100%)
Value—
Ossiam
N/A
Shares— from 45,271
Change-45,271 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 45,156
Change-45,156 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 44,677
Change-44,677 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 44,644
Change-44,644 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 44,357
Change-44,357 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 44,284
Change-44,284 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 44,073
Change-44,073 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 43,575
Change-43,575 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 43,469
Change-43,469 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 42,972
Change-42,972 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 42,967
Change-42,967 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 42,702
Change-42,702 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 42,659
Change-42,659 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 42,608
Change-42,608 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 42,482
Change-42,482 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 42,400
Change-42,400 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 42,359
Change-42,359 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 41,990
Change-41,990 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 41,961
Change-41,961 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 41,932
Change-41,932 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 41,048
Change-41,048 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 40,849
Change-40,849 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 40,666
Change-40,666 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 40,648
Change-40,648 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 40,359
Change-40,359 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 40,105
Change-40,105 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 39,897
Change-39,897 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 39,762
Change-39,762 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 39,502
Change-39,502 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 39,400
Change-39,400 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 39,232
Change-39,232 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 39,211
Change-39,211 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 38,894
Change-38,894 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 38,287
Change-38,287 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 37,515
Change-37,515 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 37,495
Change-37,495 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 37,442
Change-37,442 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 37,359
Change-37,359 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 37,016
Change-37,016 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 36,851
Change-36,851 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 36,761
Change-36,761 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 36,633
Change-36,633 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 36,463
Change-36,463 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 36,395
Change-36,395 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 36,116
Change-36,116 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 36,057
Change-36,057 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 35,937
Change-35,937 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 35,533
Change-35,533 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 35,423
Change-35,423 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 34,903
Change-34,903 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 34,763
Change-34,763 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 34,724
Change-34,724 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 34,565
Change-34,565 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 34,550
Change-34,550 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 34,535
Change-34,535 (-100%)
Value—
Concorde Financial Corp
N/A
Shares— from 34,526
Change-34,526 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 34,519
Change-34,519 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 34,431
Change-34,431 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 34,266
Change-34,266 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 34,130
Change-34,130 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 34,028
Change-34,028 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 33,939
Change-33,939 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 33,743
Change-33,743 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 33,649
Change-33,649 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 33,428
Change-33,428 (-100%)
Value—
EWA, LLC
N/A
Shares— from 33,160
Change-33,160 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 33,107
Change-33,107 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 33,043
Change-33,043 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 33,013
Change-33,013 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 32,878
Change-32,878 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 32,789
Change-32,789 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 32,586
Change-32,586 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 32,019
Change-32,019 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 31,901
Change-31,901 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 31,719
Change-31,719 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 31,510
Change-31,510 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 31,248
Change-31,248 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 31,024
Change-31,024 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 30,992
Change-30,992 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 30,972
Change-30,972 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 30,929
Change-30,929 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 30,319
Change-30,319 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 30,048
Change-30,048 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 29,987
Change-29,987 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 29,929
Change-29,929 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 29,849
Change-29,849 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 29,562
Change-29,562 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 29,255
Change-29,255 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 29,206
Change-29,206 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 29,075
Change-29,075 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 29,064
Change-29,064 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 28,898
Change-28,898 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 28,801
Change-28,801 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 28,325
Change-28,325 (-100%)
Value—
Sovereign's Capital Management, LLC
N/A
Shares— from 28,320
Change-28,320 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 28,254
Change-28,254 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 27,962
Change-27,962 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 27,650
Change-27,650 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 27,644
Change-27,644 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 27,479
Change-27,479 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 27,460
Change-27,460 (-100%)
Value—
Bank OZK
N/A
Shares— from 27,449
Change-27,449 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 27,356
Change-27,356 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 27,283
Change-27,283 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 27,271
Change-27,271 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 27,078
Change-27,078 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 26,953
Change-26,953 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 26,883
Change-26,883 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 26,875
Change-26,875 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 26,827
Change-26,827 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 26,751
Change-26,751 (-100%)
Value—
GHE, LLC
N/A
Shares— from 26,664
Change-26,664 (-100%)
Value—
CNB Bank
N/A
Shares— from 26,538
Change-26,538 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 26,527
Change-26,527 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 26,439
Change-26,439 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 26,425
Change-26,425 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 26,153
Change-26,153 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 26,076
Change-26,076 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 26,048
Change-26,048 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 25,973
Change-25,973 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 25,876
Change-25,876 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 25,859
Change-25,859 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 25,857
Change-25,857 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 25,803
Change-25,803 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 25,402
Change-25,402 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 25,343
Change-25,343 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 25,222
Change-25,222 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 25,167
Change-25,167 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 25,100
Change-25,100 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 24,961
Change-24,961 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 24,775
Change-24,775 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 24,354
Change-24,354 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 24,317
Change-24,317 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 24,309
Change-24,309 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 24,275
Change-24,275 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 24,036
Change-24,036 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 23,815
Change-23,815 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 23,792
Change-23,792 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 23,724
Change-23,724 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 23,680
Change-23,680 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 23,559
Change-23,559 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 23,449
Change-23,449 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 23,418
Change-23,418 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 23,380
Change-23,380 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 23,318
Change-23,318 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 23,307
Change-23,307 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 23,279
Change-23,279 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 23,222
Change-23,222 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 23,194
Change-23,194 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 23,166
Change-23,166 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 23,081
Change-23,081 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 22,985
Change-22,985 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 22,968
Change-22,968 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 22,920
Change-22,920 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 22,838
Change-22,838 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 22,791
Change-22,791 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 22,777
Change-22,777 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 22,743
Change-22,743 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 22,590
Change-22,590 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 22,494
Change-22,494 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 22,344
Change-22,344 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 22,200
Change-22,200 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 22,193
Change-22,193 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 22,103
Change-22,103 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 22,069
Change-22,069 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 21,994
Change-21,994 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 21,928
Change-21,928 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 21,699
Change-21,699 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 21,409
Change-21,409 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 21,373
Change-21,373 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 21,110
Change-21,110 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 20,785
Change-20,785 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 20,769
Change-20,769 (-100%)
Value—
Optas, LLC
N/A
Shares— from 20,674
Change-20,674 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 20,664
Change-20,664 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 20,646
Change-20,646 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 20,603
Change-20,603 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 20,533
Change-20,533 (-100%)
Value—
Nwam LLC
N/A
Shares— from 20,513
Change-20,513 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 20,495
Change-20,495 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 20,419
Change-20,419 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 20,334
Change-20,334 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 20,212
Change-20,212 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 20,045
Change-20,045 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 20,040
Change-20,040 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 20,035
Change-20,035 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 19,998
Change-19,998 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 19,853
Change-19,853 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 19,780
Change-19,780 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 19,732
Change-19,732 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 19,731
Change-19,731 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 19,648
Change-19,648 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 19,608
Change-19,608 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 19,381
Change-19,381 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 19,334
Change-19,334 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 19,235
Change-19,235 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 19,219
Change-19,219 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 18,933
Change-18,933 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 18,914
Change-18,914 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 18,901
Change-18,901 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 18,796
Change-18,796 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 18,659
Change-18,659 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 18,626
Change-18,626 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 18,542
Change-18,542 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 18,430
Change-18,430 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 18,345
Change-18,345 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 18,246
Change-18,246 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 18,223
Change-18,223 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 18,210
Change-18,210 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 18,206
Change-18,206 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 18,124
Change-18,124 (-100%)
Value—
Members Trust Co
N/A
Shares— from 17,958
Change-17,958 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 17,906
Change-17,906 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 17,818
Change-17,818 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 17,818
Change-17,818 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 17,748
Change-17,748 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 17,748
Change-17,748 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 17,643
Change-17,643 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 17,636
Change-17,636 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 17,620
Change-17,620 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 17,605
Change-17,605 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 17,482
Change-17,482 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 17,429
Change-17,429 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 17,401
Change-17,401 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 17,276
Change-17,276 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 17,221
Change-17,221 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 17,159
Change-17,159 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 17,045
Change-17,045 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 17,024
Change-17,024 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 16,941
Change-16,941 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 16,841
Change-16,841 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 16,831
Change-16,831 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 16,752
Change-16,752 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 16,703
Change-16,703 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 16,654
Change-16,654 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 16,591
Change-16,591 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 16,488
Change-16,488 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 16,476
Change-16,476 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 16,446
Change-16,446 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 16,427
Change-16,427 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 16,420
Change-16,420 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 16,414
Change-16,414 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 16,377
Change-16,377 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 16,228
Change-16,228 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 16,228
Change-16,228 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 16,223
Change-16,223 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 16,158
Change-16,158 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 16,144
Change-16,144 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 15,963
Change-15,963 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 15,932
Change-15,932 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 15,922
Change-15,922 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 15,892
Change-15,892 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 15,836
Change-15,836 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 15,758
Change-15,758 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 15,727
Change-15,727 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,722
Change-15,722 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 15,697
Change-15,697 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 15,616
Change-15,616 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 15,612
Change-15,612 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 15,599
Change-15,599 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 15,582
Change-15,582 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 15,561
Change-15,561 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 15,545
Change-15,545 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 15,544
Change-15,544 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 15,450
Change-15,450 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 15,432
Change-15,432 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 15,431
Change-15,431 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 15,426
Change-15,426 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 15,268
Change-15,268 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 15,248
Change-15,248 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,041
Change-15,041 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 14,970
Change-14,970 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 14,904
Change-14,904 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 14,840
Change-14,840 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 14,826
Change-14,826 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 14,818
Change-14,818 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 14,783
Change-14,783 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 14,776
Change-14,776 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 14,746
Change-14,746 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 14,628
Change-14,628 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 14,597
Change-14,597 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 14,538
Change-14,538 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 14,376
Change-14,376 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 14,270
Change-14,270 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 14,218
Change-14,218 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 14,162
Change-14,162 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 14,110
Change-14,110 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 14,066
Change-14,066 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 14,006
Change-14,006 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 13,985
Change-13,985 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 13,923
Change-13,923 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 13,919
Change-13,919 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 13,909
Change-13,909 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 13,878
Change-13,878 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 13,853
Change-13,853 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 13,770
Change-13,770 (-100%)
Value—
Rogco, LP
N/A
Shares— from 13,757
Change-13,757 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 13,677
Change-13,677 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 13,563
Change-13,563 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 13,508
Change-13,508 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 13,455
Change-13,455 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 13,439
Change-13,439 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 13,433
Change-13,433 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 13,414
Change-13,414 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 13,314
Change-13,314 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 13,250
Change-13,250 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 13,243
Change-13,243 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 13,243
Change-13,243 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 13,180
Change-13,180 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 13,083
Change-13,083 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 13,048
Change-13,048 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 12,984
Change-12,984 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 12,955
Change-12,955 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 12,938
Change-12,938 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 12,919
Change-12,919 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 12,918
Change-12,918 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 12,880
Change-12,880 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 12,841
Change-12,841 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 12,797
Change-12,797 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 12,724
Change-12,724 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 12,650
Change-12,650 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 12,574
Change-12,574 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 12,534
Change-12,534 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 12,495
Change-12,495 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 12,491
Change-12,491 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 12,481
Change-12,481 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 12,480
Change-12,480 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 12,472
Change-12,472 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 12,188
Change-12,188 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 12,120
Change-12,120 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 12,097
Change-12,097 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 12,090
Change-12,090 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 12,046
Change-12,046 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 12,020
Change-12,020 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 12,003
Change-12,003 (-100%)
Value—
Ames National Corp
N/A
Shares— from 11,981
Change-11,981 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 11,873
Change-11,873 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 11,802
Change-11,802 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 11,749
Change-11,749 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 11,733
Change-11,733 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 11,722
Change-11,722 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 11,640
Change-11,640 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 11,624
Change-11,624 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 11,587
Change-11,587 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 11,558
Change-11,558 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 11,422
Change-11,422 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 11,358
Change-11,358 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 11,355
Change-11,355 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 11,256
Change-11,256 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 11,182
Change-11,182 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 11,097
Change-11,097 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 11,046
Change-11,046 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 10,962
Change-10,962 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 10,939
Change-10,939 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 10,871
Change-10,871 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 10,858
Change-10,858 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 10,762
Change-10,762 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 10,753
Change-10,753 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 10,741
Change-10,741 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 10,728
Change-10,728 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 10,681
Change-10,681 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 10,642
Change-10,642 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 10,606
Change-10,606 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 10,605
Change-10,605 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 10,564
Change-10,564 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 10,545
Change-10,545 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 10,492
Change-10,492 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 10,470
Change-10,470 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,456
Change-10,456 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 10,390
Change-10,390 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 10,383
Change-10,383 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 10,307
Change-10,307 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 10,267
Change-10,267 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 10,264
Change-10,264 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 10,202
Change-10,202 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 10,112
Change-10,112 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 10,082
Change-10,082 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 10,020
Change-10,020 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 9,961
Change-9,961 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 9,935
Change-9,935 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 9,926
Change-9,926 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 9,924
Change-9,924 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 9,896
Change-9,896 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 9,857
Change-9,857 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 9,772
Change-9,772 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 9,682
Change-9,682 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 9,666
Change-9,666 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 9,636
Change-9,636 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,558
Change-9,558 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 9,539
Change-9,539 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 9,489
Change-9,489 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 9,476
Change-9,476 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 9,472
Change-9,472 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 9,437
Change-9,437 (-100%)
Value—
FCA Corp
N/A
Shares— from 9,397
Change-9,397 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 9,357
Change-9,357 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 9,321
Change-9,321 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 9,274
Change-9,274 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 9,253
Change-9,253 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 9,245
Change-9,245 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 9,211
Change-9,211 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 9,168
Change-9,168 (-100%)
Value—
Calydon Capital
N/A
Shares— from 9,141
Change-9,141 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 9,127
Change-9,127 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,087
Change-9,087 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 9,060
Change-9,060 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 9,056
Change-9,056 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 9,032
Change-9,032 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 9,004
Change-9,004 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 8,904
Change-8,904 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 8,879
Change-8,879 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,794
Change-8,794 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 8,776
Change-8,776 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 8,732
Change-8,732 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 8,731
Change-8,731 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 8,717
Change-8,717 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 8,642
Change-8,642 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 8,634
Change-8,634 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 8,509
Change-8,509 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 8,497
Change-8,497 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 8,411
Change-8,411 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 8,344
Change-8,344 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 8,297
Change-8,297 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 8,112
Change-8,112 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 8,060
Change-8,060 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 8,014
Change-8,014 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 7,961
Change-7,961 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 7,961
Change-7,961 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 7,927
Change-7,927 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 7,881
Change-7,881 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 7,814
Change-7,814 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 7,778
Change-7,778 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 7,752
Change-7,752 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 7,742
Change-7,742 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 7,695
Change-7,695 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 7,668
Change-7,668 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 7,648
Change-7,648 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 7,591
Change-7,591 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 7,586
Change-7,586 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 7,575
Change-7,575 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 7,518
Change-7,518 (-100%)
Value—
Oasis Management Co Ltd.A
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 7,437
Change-7,437 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 7,413
Change-7,413 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 7,399
Change-7,399 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 7,378
Change-7,378 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,377
Change-7,377 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 7,368
Change-7,368 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 7,348
Change-7,348 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 7,311
Change-7,311 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 7,280
Change-7,280 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 7,256
Change-7,256 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 7,222
Change-7,222 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 7,217
Change-7,217 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 7,197
Change-7,197 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 7,121
Change-7,121 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 7,096
Change-7,096 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 6,990
Change-6,990 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 6,955
Change-6,955 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 6,932
Change-6,932 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 6,878
Change-6,878 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 6,876
Change-6,876 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 6,806
Change-6,806 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 6,801
Change-6,801 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 6,767
Change-6,767 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 6,743
Change-6,743 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 6,732
Change-6,732 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 6,604
Change-6,604 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 6,537
Change-6,537 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 6,505
Change-6,505 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 6,459
Change-6,459 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 6,402
Change-6,402 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 6,303
Change-6,303 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 6,278
Change-6,278 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 6,268
Change-6,268 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 6,091
Change-6,091 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 6,005
Change-6,005 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 5,993
Change-5,993 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 5,874
Change-5,874 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 5,830
Change-5,830 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 5,708
Change-5,708 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 5,686
Change-5,686 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 5,646
Change-5,646 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 5,578
Change-5,578 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 5,547
Change-5,547 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 5,357
Change-5,357 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 5,347
Change-5,347 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 5,296
Change-5,296 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 5,293
Change-5,293 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 5,263
Change-5,263 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,206
Change-5,206 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 5,202
Change-5,202 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 5,133
Change-5,133 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 4,968
Change-4,968 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 4,954
Change-4,954 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 4,932
Change-4,932 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 4,872
Change-4,872 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 4,865
Change-4,865 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 4,807
Change-4,807 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 4,777
Change-4,777 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 4,766
Change-4,766 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 4,741
Change-4,741 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,727
Change-4,727 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 4,716
Change-4,716 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 4,467
Change-4,467 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Centennial Bank
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 4,443
Change-4,443 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 4,410
Change-4,410 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 4,315
Change-4,315 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 4,219
Change-4,219 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 4,178
Change-4,178 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 3,963
Change-3,963 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 3,932
Change-3,932 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,899
Change-3,899 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 3,495
Change-3,495 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
American Trust
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,171
Change-3,171 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 3,019
Change-3,019 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 2,193
Change-2,193 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Toews Corp
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Latash Investments, LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 986
Change-986 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 875
Change-875 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 824
Change-824 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 690
Change-690 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 622
Change-622 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 607
Change-607 (-100%)
Value—
NCP Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 530
Change-530 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 353
Change-353 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 308
Change-308 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 299
Change-299 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 220
Change-220 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 189
Change-189 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 97
Change-97 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 82
Change-82 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 49
Change-49 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Quarry LP
N/A
Shares— from 32
Change-32 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED102,128,195101,007,196+1,120,999+1%$11.8B$11.0B-$870.8M2026-11-06
Fisher Asset Management, LLC
INCREASED40,646,59733,412,725+7,233,872+22%$3.9B$4.4B+$450.1M2026-11-06
Bank of New York Mellon Corp
DECREASED38,010,02740,137,695-2,127,668-5%$4.7B$4.1B-$623.6M2026-11-05
Dimensional Fund Advisors LP
DECREASED21,008,78625,077,384-4,068,598-16%$2.9B$2.3B-$684.5M2026-11-04
Amundi
DECREASED16,847,99718,432,668-1,584,671-9%$2.2B$1.8B-$351.7M2026-11-06
Deutsche Bank Ag\
DECREASED16,317,86317,001,568-683,705-4%$2.0B$1.8B-$240.7M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED10,752,81210,176,574+576,238+6%$1.2B$1.2B-$37.9M2026-11-05
Barclays PLC
INCREASED9,712,0199,664,043+47,976+1%$1.1B$1.0B-$89.8M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED9,350,8129,600,711-249,899-3%$1.1B$1.0B-$121.3M2026-10-29
Citigroup Inc
DECREASED9,168,04911,513,813-2,345,764-20%$1.4B$986.8M-$365.7M2026-11-04
Pictet Asset Management Holding SA
INCREASED8,514,8237,748,146+766,677+10%$910.1M$916.3M+$6.2M2026-11-03
DekaBank Deutsche Girozentrale
DECREASED7,475,7648,586,581-1,110,817-13%$665.4K$801.0M+$800.3M2026-10-27
PNC Financial Services Group, Inc.
INCREASED6,724,6416,723,570+1,071+0%$789.8M$723.8M-$66.0M2026-11-06
LPL Financial LLC
DECREASED6,657,5046,679,680-22,1760%$784.6M$716.5M-$68.0M2026-11-06
Aberdeen Group plc
INCREASED6,402,2316,017,794+384,437+6%$706.9M$689.1M-$17.8M2026-11-06
Principal Financial Group Inc
INCREASED6,032,7004,820,488+1,212,212+25%$566.2M$649.3M+$83.1M2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED5,527,0685,466,320+60,748+1%$642.1M$594.9M-$47.2M2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
DECREASED4,837,6235,885,971-1,048,348-18%$692.0M$520.0M-$172.0M2026-10-29
ProShare Advisors LLC
INCREASED4,746,2364,582,491+163,745+4%$538.3M$510.8M-$27.4M2026-10-29
LSV Asset Management
DECREASED4,398,4977,109,399-2,710,902-38%$835.1M$473.4M-$361.7M2026-11-06
Russell Investments Group, Ltd.
DECREASED4,155,2794,396,263-240,984-5%$516.7M$446.6M-$70.1M2026-11-06
MacKenzie Financial Corp
INCREASED4,095,2453,966,544+128,701+3%$465.9M$440.8M-$25.1M2026-11-02
Truist Financial Corp
DECREASED3,978,4844,976,085-997,601-20%$584.5M$428.2M-$156.3M2026-10-30
Swedbank AB
DECREASED3,954,2397,342,446-3,388,207-46%$862.4M$425.6M-$436.8M2026-10-27
US Bancorp \de\
DECREASED3,612,9473,665,837-52,890-1%$430.6M$388.9M-$41.7M2026-11-05
Neos Investment Management LLC
INCREASED3,423,0272,946,899+476,128+16%$346.1M$368.4M+$22.3M2026-11-04
Fifth Third Bancorp
DECREASED3,408,0773,429,950-21,873-1%$402.9M$366.8M-$36.1M2026-11-05
Natixis
INCREASED3,385,5041,438,932+1,946,572+135%$169.0M$364.4M+$195.4M2026-11-06
Bahl & Gaynor LLC
DECREASED3,374,0563,448,182-74,126-2%$405.0M$363.1M-$41.9M2026-11-05
Thrivent Financial for Lutherans
INCREASED3,300,2723,063,424+236,848+8%$359.8M$344.7M-$15.1M2026-11-05
Artemis Investment Management LLP
DECREASED3,097,2053,297,878-200,673-6%$387.4M$333.4M-$54.0M2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED2,966,8312,650,297+316,534+12%$311.3M$319.3M+$8.0M2026-11-03
New York State Teachers Retirement System
DECREASED2,927,6073,035,373-107,766-4%$356.5M$315.1M-$41.4M2026-10-22
Guinness Asset Management LTD
DECREASED2,630,5082,727,849-97,341-4%$318.9M$283.1M-$35.8M2026-11-05
Cincinnati Financial Corp
UNCHANGED2,546,5002,546,50000%$299.1M$274.1M-$25.0M2026-11-03
PFA Pension, Forsikringsaktieselskab
DECREASED2,538,8912,987,798-448,907-15%$350.9M$273.3M-$77.7M2026-11-06
UniSuper Management Pty Ltd
INCREASED2,243,8532,130,849+113,004+5%$250.3M$241.5M-$8.8M2026-10-26
Creative Planning
INCREASED2,115,1352,019,639+95,496+5%$237.2M$227.7M-$9.6M2026-11-02
Asset Management One Co., Ltd.
DECREASED2,067,6852,140,956-73,271-3%$251.5M$222.5M-$28.9M2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED1,997,0701,921,618+75,452+4%$220.9M$217.0M-$3.9M2026-10-13
Retirement Systems of Alabama
DECREASED1,969,0762,112,867-143,791-7%$248.2M$211.9M-$36.2M2026-11-04
Alecta Tjanstepension Omsesidigt
UNCHANGED1,953,4001,953,40000%$229.3M$210.2M-$19.0M2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,862,1772,002,917-140,740-7%$235.3M$200.4M-$34.8M2026-10-15
SEB Asset Management AB
DECREASED1,803,7482,024,332-220,584-11%$237.8M$194.1M-$43.6M2026-11-04
KBC Group NV
INCREASED1,765,9091,699,669+66,240+4%$199.6M$190.1M-$9.6M2026-10-22
Cardano Risk Management B.V.
INCREASED1,696,6621,311,581+385,081+29%$154.1M$182.6M+$28.6M2026-10-20
Eurizon Capital SGR S.p.A.
INCREASED1,690,7841,212,135+478,649+39%$142.5M$181.7M+$39.2M2026-11-06
Keybank National Association
DECREASED1,651,6831,670,551-18,868-1%$196.2M$177.8M-$18.5M2026-11-04
CIBC Asset Management Inc
DECREASED1,639,7291,653,030-13,301-1%$194.2M$176.5M-$17.7M2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED1,568,4131,562,228+6,185+0%$183.5M$168.8M-$14.7M2026-10-05
Nykredit A/S
INCREASED1,500,1371,476,818+23,319+2%$173.5M$161.5M-$12.0M2026-11-06
Swiss Life Asset Management Ltd
DECREASED1,475,6031,762,420-286,817-16%$207.0M$158.8M-$48.2M2026-11-03
Strs Ohio
INCREASED1,461,7741,412,990+48,784+3%$166.0M$157.3M-$8.6M2026-10-30
Commonwealth Equity Services, LLC
DECREASED1,444,5391,447,536-2,9970%$170.0M$155.5M-$14.6M2026-11-02
Daiwa Securities Group Inc.
INCREASED1,428,8621,322,297+106,565+8%$155.3M$153.8M-$1.5M2026-10-29
Cincinnati Insurance Co
UNCHANGED1,334,0001,334,00000%$156.7M$143.6M-$13.1M2026-11-03
State of New Jersey Common Pension Fund D
DECREASED1,272,9101,277,165-4,2550%$150.0M$137.0M-$13.0M2026-11-05
Nisa Investment Advisors, LLC
DECREASED1,205,2471,266,682-61,435-5%$148.8M$129.7M-$19.1M2026-10-20
Vontobel Holding Ltd.
DECREASED1,204,5831,252,438-47,855-4%$147.1M$129.6M-$17.5M2026-10-16
Calamos Advisors LLC
INCREASED1,200,4361,178,914+21,522+2%$138.5M$129.2M-$9.3M2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED1,166,9061,151,006+15,900+1%$135.2M$125.6M-$9.6M2026-10-08
Great Lakes Advisors, LLC
DECREASED1,141,3861,442,754-301,368-21%$169.5M$122.8M-$46.6M2026-11-06
State of Michigan Retirement System
DECREASED1,132,9621,154,062-21,100-2%$135.6M$121.9M-$13.6M2026-10-27
Czech National Bank
INCREASED1,132,4691,124,291+8,178+1%$132.1M$121.9M-$10.2M2026-10-13
Arizona State Retirement System
INCREASED1,102,6191,096,019+6,600+1%$128.7M$118.7M-$10.1M2026-11-03
Davenport & Co LLC
DECREASED1,091,7121,105,475-13,763-1%$129.9M$117.3M-$12.6M2026-10-14
Rakuten Investment Management, Inc.
INCREASED1,049,354951,009+98,345+10%$111.9M$112.2M+$284.2K2026-10-30
AMF Tjanstepension AB
INCREASED1,028,135839,133+189,002+23%$98.6M$110.7M+$12.1M2026-10-22
Boston Trust Walden Corp
DECREASED1,019,1251,147,532-128,407-11%$134.8M$109.7M-$25.1M2026-10-30
Border to Coast Pensions Partnership Ltd
INCREASED1,007,510914,820+92,690+10%$107.4M$108.3M+$910.0K2026-10-09
Virginia Retirement Systems ET Al
DECREASED974,9241,096,125-121,201-11%$128.8M$104.9M-$23.8M2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED945,883938,596+7,287+1%$110.2M$101.8M-$8.4M2026-10-20
IFM Investors Pty Ltd
INCREASED942,722911,922+30,800+3%$107.1M$101.5M-$5.6M2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED914,587815,498+99,089+12%$95.4M$99.5M+$4.0M2026-11-04
Achmea Investment Management B.V.
INCREASED909,312829,712+79,600+10%$97.5M$97.9M+$488.8K2026-10-30
Midwest Trust Co
DECREASED909,0431,030,575-121,532-12%$121.1M$97.8M-$23.2M2026-10-22
Welch Group, LLC
DECREASED886,905906,782-19,877-2%$106.5M$95.5M-$11.1M2026-10-29
Vaughan David Investments LLC
DECREASED879,873890,800-10,927-1%$104.6M$94.7M-$9.9M2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED870,797872,424-1,6270%$102.5M$93.7M-$8.8M2026-11-03
Raiffeisen Bank International AG
DECREASED854,328946,549-92,221-10%$111.4M$91.4M-$20.0M2026-10-28
Fort Washington Investment Advisors Inc
DECREASED848,357970,924-122,567-13%$114.0M$91.3M-$22.7M2026-10-15
ZWJ Investment Counsel Inc
INCREASED836,410825,653+10,757+1%$97.0M$90.0M-$7.0M2026-10-15
Sarasin & Partners LLP
DECREASED833,745863,286-29,541-3%$101.4M$89.7M-$11.7M2026-10-13
Kornitzer Capital Management Inc
DECREASED821,911832,235-10,324-1%$97.8M$88.5M-$9.3M2026-11-03
Confluence Investment Management LLC
DECREASED820,548841,787-21,239-3%$98.9M$88.3M-$10.6M2026-10-01
Xponance LLC
INCREASED807,882790,433+17,449+2%$92.8M$87.0M-$5.9M2026-11-03
GF Fund Management Co. Ltd.
DECREASED786,724795,971-9,247-1%$93.5M$84.7M-$8.8M2026-10-26
Candriam S.C.A.
DECREASED784,749815,855-31,106-4%$95.7M$84.8M-$11.0M2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED778,898754,963+23,935+3%$88.7M$83.8M-$4.8M2026-10-19
B. Metzler seel. Sohn & Co. AG
DECREASED737,534809,027-71,493-9%$95.0M$79.4M-$15.6M2026-10-30
Willis Investment Counsel
DECREASED730,663884,202-153,539-17%$103.9M$78.6M-$25.2M2026-10-20
Aegon Asset Management UK PLC
DECREASED726,323768,332-42,009-5%$90.2M$78.2M-$12.1M2026-11-04
Gateway Investment Advisers LLC
INCREASED725,695714,281+11,414+2%$83.9M$78.1M-$5.8M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED718,434751,544-33,110-4%$88.3M$77.3M-$11.0M2026-11-02
Allworth Financial LP
INCREASED717,788632,086+85,702+14%$74.2M$84.3M+$10.1M2026-11-06
Park National Corp
DECREASED717,564729,900-12,336-2%$85.7M$77.2M-$8.5M2026-10-05
King Luther Capital Management Corp
INCREASED715,838639,625+76,213+12%$75.1M$77.0M+$1.9M2026-11-05
Amalgamated Bank
DECREASED702,955722,574-19,619-3%$84.9M$75.7M-$9.2M2026-10-23
J. Safra Sarasin Holding AG
INCREASED698,532688,941+9,591+1%$55.8M$56.3M+$443.7K2026-10-26
Pinnacle Associates LTD
DECREASED696,388704,734-8,346-1%$82.8M$75.0M-$7.8M2026-10-20
Kestra Advisory Services, LLC
INCREASED692,444612,753+79,691+13%$72.0M$74.5M+$2.6M2026-11-02
Lido Advisors, LLC
INCREASED679,033597,202+81,831+14%$70.1M$73.1M+$2.9M2026-11-04
Cullen T Bankers, Inc.
DECREASED670,408709,810-39,402-6%$83.4M$72.2M-$11.2M2026-10-28
Meyer Handelman Co
INCREASED669,356664,200+5,156+1%$78.0M$72.0M-$6.0M2026-10-28
Crossmark Global Holdings, Inc.
DECREASED668,373776,712-108,339-14%$91.2M$71.9M-$19.3M2026-10-21
New York Life Investment Management LLC
INCREASED664,869646,204+18,665+3%$75.9M$71.6M-$4.3M2026-11-04
Todd Asset Management LLC
INCREASED653,989585,836+68,153+12%$68.8M$70.4M+$1.6M2026-10-27
Wedge Capital Management L L P
INCREASED639,870611,892+27,978+5%$71.9M$68.9M-$3.0M2026-10-13
Modera Wealth Management, LLC
DECREASED624,559654,119-29,560-5%$76.8M$67.2M-$9.6M2026-10-28
Welch & Forbes LLC
DECREASED621,106629,560-8,454-1%$73.9M$66.8M-$7.1M2026-11-04
Oppenheimer Asset Management Inc.
DECREASED608,133694,571-86,438-12%$81.6M$65.5M-$16.1M2026-10-27
OP Asset Management Ltd
INCREASED602,479509,253+93,226+18%$59.8M$64.8M+$5.0M2026-11-05
Heritage Investors Management Corp
DECREASED598,800621,713-22,913-4%$73.0M$64.4M-$8.6M2026-10-29
Staley Capital Advisers Inc
DECREASED570,047585,943-15,896-3%$68.8M$61.4M-$7.5M2026-11-06
Seizert Capital Partners, LLC
DECREASED566,521597,558-31,037-5%$70.2M$61.0M-$9.2M2026-10-30
Ethic Inc.
INCREASED565,451547,697+17,754+3%$64.3M$60.9M-$3.5M2026-11-03
Miller Howard Investments Inc
DECREASED563,082568,258-5,176-1%$66.7M$60.6M-$6.1M2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED553,557767,827-214,270-28%$89.0K$58.6K-$30.4K2026-10-22
Old Republic International Corp
DECREASED552,300638,700-86,400-14%$75.0M$59.4M-$15.6M2026-10-26
Vest Financial, LLC
INCREASED539,571344,418+195,153+57%$40.5M$58.1M+$17.6M2026-10-21
Union Bancaire Privee, UBP SA
INCREASED530,227505,296+24,931+5%$170.0M$157.3M-$12.7M2026-11-04
OFI Invest Asset Management
INCREASED521,186486,289+34,897+7%$50.2M$49.6M-$599.9K2026-11-06
AGF Management LTD
DECREASED521,088545,528-24,440-4%$64.1M$56.1M-$8.0M2026-11-03
State of Alaska, Department of Revenue
INCREASED514,267502,429+11,838+2%$59.0M$55.3M-$3.7M2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED510,699481,100+29,599+6%$56.5M$55.0M-$1.5M2026-10-27
M&G Plc
INCREASED500,530371,882+128,648+35%$43.5M$54.1M+$10.5M2026-11-04
Glenview Trust Co
INCREASED499,335490,580+8,755+2%$57.6M$53.7M-$3.9M2026-10-28
Atwood & Palmer Inc
DECREASED496,901506,582-9,681-2%$59.5M$53.5M-$6.0M2026-10-08
Savant Capital, LLC
INCREASED495,726312,293+183,433+59%$37.2M$53.4M+$16.2M2026-11-06
First Horizon Corp
DECREASED488,263493,157-4,894-1%$57.9M$52.6M-$5.4M2026-10-26
Schaper Benz & Wise Investment Counsel Inc
DECREASED487,946496,983-9,037-2%$58.4M$52.5M-$5.9M2026-10-09
Concurrent Investment Advisors, LLC
INCREASED486,425462,806+23,619+5%$54.4M$52.4M-$2.0M2026-10-16
Oregon Public Employees Retirement Fund
DECREASED484,597485,621-1,0240%$57.0M$52.2M-$4.9M2026-10-30
LBP AM SA
DECREASED483,912600,741-116,829-19%$70.6M$52.1M-$18.5M2026-11-06
Avanza Fonder AB
INCREASED483,205434,864+48,341+11%$51.1M$52.0M+$928.2K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED482,011510,618-28,607-6%$60.0M$51.9M-$8.1M2026-10-05
Badgley Phelps Wealth Managers, LLC
DECREASED457,689461,916-4,227-1%$54.3M$49.3M-$5.0M2026-10-22
iA Global Asset Management Inc.
DECREASED451,747463,640-11,893-3%$54.5M$48.6M-$5.8M2026-10-29
ABN Amro Investment Solutions
INCREASED448,163347,034+101,129+29%$40.8M$48.2M+$7.5M2026-10-21
Marble Harbor Investment Counsel, LLC
DECREASED443,873449,891-6,018-1%$52.8M$47.8M-$5.1M2026-11-06
Yousif Capital Management, LLC
DECREASED442,652445,349-2,697-1%$52.3M$47.6M-$4.7M2026-10-22
Louisiana State Employees Retirement System
DECREASED442,300455,300-13,000-3%$53.5M$47.6M-$5.9M2026-10-20
ASR Vermogensbeheer N.V.
INCREASED435,597402,282+33,315+8%$47.2M$46.9M-$365.2K2026-10-16
HB Wealth Management, LLC
INCREASED418,635414,289+4,346+1%$48.7M$45.1M-$3.6M2026-10-23
SteelPeak Wealth, LLC
INCREASED418,477117,330+301,147+257%$13.8M$45.0M+$31.3M2026-10-16
Illinois Municipal Retirement Fund
DECREASED407,146410,054-2,908-1%$48.2M$43.8M-$4.3M2026-11-05
Mutual of America Capital Management LLC
DECREASED403,232407,024-3,792-1%$47.8M$43.4M-$4.4M2026-10-23
Nexus Investment Management ULC
DECREASED399,557417,202-17,645-4%$49.0M$43.0M-$6.0M2026-10-27
Adams Diversified Equity Fund, Inc.
INCREASED399,400353,800+45,600+13%$41.6M$43.0M+$1.4M2026-10-21
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED394,877404,477-9,600-2%$47.5M$42.5M-$5.0M2026-10-21
Dana Investment Advisors, Inc.
DECREASED391,922408,585-16,663-4%$48.0M$42.2M-$5.8M2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED391,201425,606-34,405-8%$50.0M$42.1M-$7.9M2026-10-23
Vise Technologies, Inc.
INCREASED389,371374,283+15,088+4%$44.0M$41.9M-$2.1M2026-10-29
Prospera Financial Services Inc
INCREASED389,154171,316+217,838+127%$20.1M$40.7M+$20.5M2026-11-04
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED387,620358,197+29,423+8%$42.1M$41.7M-$354.3K2026-11-06
Capital Investment Advisors, LLC
DECREASED378,702386,952-8,250-2%$45.5M$40.8M-$4.7M2026-10-22
Conning Inc.
INCREASED374,359309,004+65,355+21%$36.3M$40.3M+$4.0M2026-10-27
LVM Capital Management LTD
DECREASED370,951378,528-7,577-2%$44.5M$39.9M-$4.5M2026-10-20
Valley Wealth Managers, Inc.
DECREASED367,942374,637-6,695-2%$44.0M$39.6M-$4.4M2026-10-09
Profund Advisors LLC
DECREASED367,739384,516-16,777-4%$45.2M$39.6M-$5.6M2026-10-29
Oppenheimer & Co Inc
INCREASED364,753361,558+3,195+1%$42.5M$39.3M-$3.2M2026-10-26
Tctc Holdings, LLC
INCREASED356,905354,580+2,325+1%$41.6M$38.4M-$3.2M2026-11-02
Henshaw Capital LLC
UNCHANGED355,829355,82900%$41.8M$38.3M-$3.5M2026-11-03
Markel Group Inc.
UNCHANGED355,500355,50000%$41.8M$38.3M-$3.5M2026-10-30
Daymark Wealth Partners, LLC
INCREASED353,935339,642+14,293+4%$39.9M$38.1M-$1.8M2026-11-04
D.A. Davidson & Co.
INCREASED348,502345,969+2,533+1%$40.6M$37.5M-$3.1M2026-10-28
Clifford Swan Investment Counsel LLC
DECREASED337,823341,705-3,882-1%$40.1M$36.4M-$3.8M2026-11-05
Bokf, NA
DECREASED334,210364,399-30,189-8%$42.8M$36.0M-$6.8M2026-10-27
Palisade Asset Management, LLC
DECREASED329,447345,913-16,466-5%$40.6M$35.5M-$5.2M2026-11-03
Braun Stacey Associates Inc
DECREASED327,190332,315-5,125-2%$39.0M$35.2M-$3.8M2026-10-19
Park Avenue Securities LLC
INCREASED322,675322,424+251+0%$37.9M$34.7M-$3.1M2026-10-26
Kestra Private Wealth Services, LLC
DECREASED317,482357,894-40,412-11%$42.0M$34.2M-$7.9M2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED315,479359,682-44,203-12%$42.2M$34.0M-$8.3M2026-11-04
Kanawha Capital Management LLC
INCREASED311,953311,656+297+0%$36.6M$33.6M-$3.0M2026-10-19
Adell Harriman & Carpenter Inc
INCREASED309,651305,541+4,110+1%$35.9M$33.3M-$2.6M2026-11-02
Visionary Wealth Advisors
DECREASED309,040326,757-17,717-5%$38.4M$33.3M-$5.1M2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED305,997305,99700%$35.9M$32.9M-$3.0M2026-10-20
John G Ullman & Associates Inc
DECREASED304,966316,593-11,627-4%$37.2M$32.8M-$4.4M2026-11-04
Citizens Financial Group Inc
INCREASED304,098302,529+1,569+1%$35.5M$32.7M-$2.8M2026-10-23
Randolph Co Inc
INCREASED304,002303,801+201+0%$35.7M$32.7M-$3.0M2026-10-23
Farmers & Merchants Investments Inc
DECREASED301,394301,674-2800%$35.4M$32.4M-$3.0M2026-10-22
Associated Banc-Corp
DECREASED301,219311,285-10,066-3%$36.6M$32.4M-$4.1M2026-10-30
Merit Financial Group, LLC
INCREASED296,314275,950+20,364+7%$32.4M$31.9M-$520.9K2026-11-06
Cambiar Investors LLC
DECREASED295,299323,211-27,912-9%$38.0M$31.8M-$6.2M2026-11-04
Davidson Investment Advisors
DECREASED292,912296,446-3,534-1%$34.8M$31.5M-$3.3M2026-10-20
Albion Financial Group
INCREASED292,801290,685+2,116+1%$34.1M$31.5M-$2.6M2026-10-21
Atria Investments, Inc
DECREASED287,436294,717-7,281-2%$34.6M$30.9M-$3.7M2026-10-15
Harold Davidson & Associates Inc.
DECREASED280,219280,497-2780%$32.9M$30.2M-$2.8M2026-10-29
Regions Financial Corp
DECREASED278,032278,720-6880%$32.7M$29.9M-$2.8M2026-11-05
Wesbanco Bank Inc
DECREASED274,414346,762-72,348-21%$40.7M$29.5M-$11.2M2026-11-04
Motley Fool Asset Management LLC
NEW273,992—+273,992——$29.5M—2026-10-27
First Citizens Bank & Trust Co
DECREASED271,256288,795-17,539-6%$33.9M$29.2M-$4.7M2026-10-14
Salem Investment Counselors Inc
INCREASED271,027268,350+2,677+1%$31.5M$29.2M-$2.3M2026-10-13
Kepler Cheuvreux (Suisse) SA
DECREASED269,403473,632-204,229-43%$55.6M$29.0M-$26.6M2026-10-20
Arnhold LLC
DECREASED266,489289,138-22,649-8%$34.0M$28.7M-$5.3M2026-10-26
Nemes Rush Group LLC
DECREASED262,763264,245-1,482-1%$31.0M$28.3M-$2.8M2026-11-04
Applied Finance Capital Management, LLC
DECREASED260,093350,893-90,800-26%$41.2M$28.0M-$13.2M2026-11-03
Carnegie Investment Counsel
DECREASED256,746266,044-9,298-3%$31.2M$27.6M-$3.6M2026-10-20
Pittenger & Anderson Inc
INCREASED256,183252,948+3,235+1%$29.7M$27.6M-$2.1M2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED255,848261,841-5,993-2%$30.8M$27.5M-$3.2M2026-10-16
TD Waterhouse Canada Inc.
DECREASED254,263345,623-91,360-26%$40.5M$27.7M-$12.8M2026-10-16
Exchange Traded Concepts, LLC
INCREASED254,16256,955+197,207+346%$6.7M$27.4M+$20.7M2026-10-28
Evergreen Capital Management LLC
DECREASED254,017255,498-1,481-1%$30.0M$27.3M-$2.7M2026-10-23
First National Trust Co
DECREASED249,472262,786-13,314-5%$30.9M$26.9M-$4.0M2026-10-28
Clearstead Advisors, LLC
DECREASED246,393249,736-3,343-1%$29.3M$26.5M-$2.8M2026-11-06
Maryland State Retirement & Pension System
INCREASED242,394212,784+29,610+14%$25.0M$26.1M+$1.1M2026-11-05
Talbot Financial, LLC
INCREASED242,287239,361+2,926+1%$28.1M$26.1M-$2.0M2026-10-19
Westchester Capital Management, Inc.
DECREASED239,617240,567-9500%$28.3M$25.8M-$2.5M2026-10-23
Aware Super Pty Ltd as trustee of Aware Super
INCREASED238,917216,148+22,769+11%$25.4M$25.7M+$325.9K2026-10-30
Moran Wealth Management, LLC
INCREASED232,885230,491+2,394+1%$27.1M$25.1M-$2.0M2026-10-22
F&V Capital Management, LLC
INCREASED232,395230,555+1,840+1%$27.1M$25.0M-$2.1M2026-10-19
Payden & Rygel
DECREASED231,446285,476-54,030-19%$33.5M$24.9M-$8.6M2026-10-28
Arbejdsmarkedets Tillaegspension
INCREASED228,200215,100+13,100+6%$25.3M$24.6M-$704.5K2026-10-30
Foster Victor Wealth Advisors, LLC
INCREASED227,331219,502+7,829+4%$25.7M$24.2M-$1.5M2026-10-21
Oak Harvest Investment Services
INCREASED226,490220,608+5,882+3%$25.9M$24.4M-$1.5M2026-10-20
Sound Income Strategies, LLC
INCREASED226,031225,747+284+0%$26.5M$26.0M-$547.5K2026-10-09
Congress Asset Management Co
DECREASED224,215231,404-7,189-3%$27.2M$24.1M-$3.0M2026-10-06
Washington Trust Co
DECREASED220,736223,632-2,896-1%$26.3M$23.8M-$2.5M2026-10-22
Tompkins Financial Corp
DECREASED219,578225,381-5,803-3%$26.5M$23.6M-$2.8M2026-10-05
Rockland Trust Co
INCREASED218,00316,853+201,150+1194%$2.0M$23.5M+$21.5M2026-10-05
Alps Advisors Inc
DECREASED217,661291,854-74,193-25%$34.3M$23.4M-$10.9M2026-11-03
AlphaCore Capital LLC
INCREASED216,925205,463+11,462+6%$24.1M$23.3M-$786.1K2026-11-04
Stockman Wealth Management, Inc.
DECREASED214,964227,682-12,718-6%$26.7M$23.1M-$3.6M2026-10-27
Farther Finance Advisors, LLC
INCREASED211,852202,720+9,132+5%$23.8M$22.8M-$1.0M2026-10-08
Hartford Investment Management Co
DECREASED210,978218,321-7,343-3%$25.6M$22.7M-$2.9M2026-11-04
Trust Co of Vermont
INCREASED207,382205,490+1,892+1%$24.1M$22.3M-$1.8M2026-10-21
Toth Financial Advisory Corp
DECREASED206,832208,523-1,691-1%$24.5M$22.3M-$2.2M2026-10-08
Compagnie Lombard Odier SCmA
DECREASED204,675314,955-110,280-35%$37.0M$22.0M-$15.0M2026-11-04
TrinityBridge Ltd
DECREASED201,118206,932-5,814-3%$24.3M$21.6M-$2.6M2026-10-30
Grimes & Co Wealth Management, LLC
DECREASED200,607235,213-34,606-15%$27.6M$21.6M-$6.0M2026-10-29
Strategy Asset Managers LLC
DECREASED199,020202,351-3,331-2%$23.8M$21.4M-$2.3M2026-10-14
Cohen Capital Management, Inc.
DECREASED197,687197,887-2000%$23.2M$21.3M-$2.0M2026-10-14
Crestwood Advisors Group, LLC
INCREASED196,913196,222+691+0%$23.0M$21.2M-$1.9M2026-10-27
New Mexico Educational Retirement Board
UNCHANGED196,574196,57400%$23.1M$21.2M-$1.9M2026-11-05
Americana Partners, LLC
INCREASED196,278163,190+33,088+20%$19.2M$21.1M+$2.0M2026-10-28
Temasek Holdings (Private) Ltd
INCREASED195,92167,718+128,203+189%$8.0M$21.1M+$13.1M2026-10-28
China Universal Asset Management Co., Ltd.
INCREASED195,746177,414+18,332+10%$20.8M$20.9M+$94.0K2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED195,332197,451-2,119-1%$23.2M$21.0M-$2.2M2026-11-03
Parthenon LLC
DECREASED195,182195,450-2680%$23.0M$21.0M-$2.0M2026-10-22
Ag2r LA Mondiale Gestion D'actifs
INCREASED195,086173,241+21,845+13%$20.3M$21.0M+$648.2K2026-10-26
Narwhal Capital Management
DECREASED190,903192,141-1,238-1%$22.6M$20.5M-$2.0M2026-11-04
DDD Partners, LLC
DECREASED190,232214,668-24,436-11%$25.2M$20.5M-$4.7M2026-11-02
J.P. Marvel Investment Advisors, LLC
DECREASED190,000190,035-350%$22.3M$20.4M-$1.9M2026-11-02
Sara-Bay Financial
DECREASED189,882190,535-6530%$22.4M$20.4M-$1.9M2026-10-21
Choreo, LLC
INCREASED189,351170,848+18,503+11%$20.1M$20.4M+$317.2K2026-10-28
Fisher Funds Management LTD
DECREASED188,634226,634-38,000-17%$26.6M$20.3M-$6.3M2026-10-13
Principle Wealth Partners LLC
DECREASED187,688190,130-2,442-1%$22.3M$20.2M-$2.1M2026-11-02
Knights of Columbus Asset Advisors LLC
DECREASED186,723222,920-36,197-16%$26.2M$20.1M-$6.1M2026-11-05
Apollon Wealth Management, LLC
INCREASED186,584174,658+11,926+7%$20.5M$20.1M-$433.4K2026-10-23
Verity & Verity, LLC
DECREASED186,504187,609-1,105-1%$22.0M$20.1M-$2.0M2026-10-23
Diversify Advisory Services, LLC
INCREASED186,326176,160+10,166+6%$20.2M$20.5M+$285.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED186,326176,160+10,166+6%$20.2M$20.5M+$285.2K2026-10-20
JAG Capital Management, LLC
DECREASED185,717243,915-58,198-24%$28.7M$20.0M-$8.7M2026-11-06
Assetmark, Inc
INCREASED185,123148,324+36,799+25%$17.4M$19.9M+$2.5M2026-10-21
First Nebraska Trust Co
DECREASED182,262186,070-3,808-2%$21.9M$19.6M-$2.2M2026-10-30
GHP Investment Advisors, Inc.
DECREASED178,493187,656-9,163-5%$22.0M$19.2M-$2.8M2026-10-15
Generali Asset Management SPA SGR
INCREASED177,594169,176+8,418+5%$19.9M$19.1M-$757.0K2026-10-26
Carret Asset Management, LLC
DECREASED176,812179,407-2,595-1%$21.1M$19.0M-$2.0M2026-11-04
Harbor Island Capital LLC
DECREASED173,629205,951-32,322-16%$24.2M$18.7M-$5.5M2026-10-23
Wedbush Securities Inc
DECREASED172,136179,193-7,057-4%$21.0M$18.5M-$2.5M2026-10-22
Woodstock Corp
DECREASED171,679173,039-1,360-1%$20.3M$18.5M-$1.8M2026-10-13
Imc-Chicago, LLC
DECREASED170,065215,562-45,497-21%$25.3M$18.3M-$7.0M2026-11-05
Vantage Investment Partners, LLC
DECREASED169,950171,553-1,603-1%$20.2M$18.3M-$1.9M2026-10-27
Ledyard National Bank
DECREASED168,021174,674-6,653-4%$20.5M$18.1M-$2.4M2026-10-21
Benedict Financial Advisors Inc
DECREASED167,774172,000-4,226-2%$20.2M$18.1M-$2.1M2026-10-07
UMB Bank, n.a.
DECREASED167,669182,070-14,401-8%$21.4M$18.0M-$3.3M2026-11-06
MGO One Seven LLC
DECREASED166,147172,634-6,487-4%$20.3M$17.9M-$2.4M2026-10-28
Nichols & Pratt Advisers LLP
DECREASED165,683172,433-6,750-4%$20.3M$18.0M-$2.2M2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED165,016165,957-941-1%$19.5M$17.8M-$1.7M2026-10-13
Gradient Investments LLC
DECREASED161,601184,062-22,461-12%$21.6M$17.4M-$4.2M2026-10-08
Tectonic Advisors LLC
DECREASED159,550176,540-16,990-10%$20.7M$17.2M-$3.6M2026-10-22
Assenagon Asset Management S.A.
INCREASED159,285157,889+1,396+1%$18.5M$17.1M-$1.4M2026-10-15
Cardinal Capital Management
INCREASED158,584156,094+2,490+2%$18.3M$17.1M-$1.3M2026-10-21
Robeco Schweiz AG
INCREASED157,60072,000+85,600+119%$8.5M$17.0M+$8.5M2026-10-23
Masterinvest Kapitalanlage GmbH
DECREASED157,220172,907-15,687-9%$20.3M$16.9M-$3.4M2026-11-03
Cardinal Point Capital Management ULC
DECREASED157,168159,168-2,000-1%$18.7M$16.9M-$1.8M2026-10-21
Highland Capital Management, LLC
DECREASED156,201158,789-2,588-2%$18.7M$16.8M-$1.8M2026-10-26
Leuthold Group, LLC
INCREASED154,557143,885+10,672+7%$16.9M$16.6M-$265.8K2026-11-04
Thompson Siegel & Walmsley LLC
DECREASED153,365156,623-3,258-2%$18.4M$16.5M-$1.9M2026-11-05
Avalon Capital Management
INCREASED153,363153,311+52+0%$18.0M$16.5M-$1.5M2026-11-04
Adams Asset Advisors, LLC
DECREASED152,508155,638-3,130-2%$18.3M$16.4M-$1.9M2026-10-08
Capital Investment Counsel, Inc
DECREASED152,233152,811-5780%$17.9M$16.4M-$1.6M2026-10-20
First Fiduciary Investment Counsel, Inc.
DECREASED152,135156,015-3,880-2%$18.3M$16.4M-$2.0M2026-10-27
M. Kraus & Co
DECREASED151,644152,654-1,010-1%$17.9M$16.3M-$1.6M2026-10-20
Covea Finance
INCREASED151,000133,000+18,000+14%$15.6M$16.3M+$630.0K2026-10-21
Bailard, Inc.
DECREASED150,949160,683-9,734-6%$18.9M$16.2M-$2.6M2026-10-13
NBT Bank, N.A.
DECREASED149,255152,054-2,799-2%$17.9M$16.1M-$1.8M2026-10-21
Tokio Marine Asset Management Co LTD
INCREASED148,609146,209+2,400+2%$17.2M$16.0M-$1.2M2026-10-26
Genus Capital Management Inc.
DECREASED148,543213,573-65,030-30%$25.1M$16.0M-$9.1M2026-11-04
Parsons Capital Management Inc
DECREASED147,364148,128-764-1%$17.4M$15.9M-$1.5M2026-10-28
Weybosset Research & Management LLC
DECREASED146,817149,882-3,065-2%$17.6M$15.8M-$1.8M2026-10-19
Romano Brothers and Company
DECREASED144,434147,284-2,850-2%$17.3M$15.5M-$1.8M2026-10-22
ARS Wealth Advisors Group, LLC
DECREASED144,368146,783-2,415-2%$17.2M$15.5M-$1.7M2026-10-16
Lynch & Associates
DECREASED144,199145,993-1,794-1%$17.1M$15.5M-$1.6M2026-10-13
Bell Bank
DECREASED144,124144,156-320%$16.9M$15.5M-$1.4M2026-10-21
Forvis Mazars Wealth Advisors, LLC
INCREASED143,151143,024+127+0%$16.8M$15.4M-$1.4M2026-10-13
Gamma Investing LLC
INCREASED143,105142,415+690+0%$16.7M$15.4M-$1.3M2026-10-08
Franklin Street Advisors Inc
DECREASED142,742145,825-3,083-2%$17.1M$15.4M-$1.8M2026-10-13
E. Ohman J:or Asset Management AB
INCREASED141,948138,948+3,000+2%$16.3M$15.3M-$1.0M2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED141,566142,072-5060%$16.7M$15.2M-$1.5M2026-10-16
Wallington Asset Management, LLC
INCREASED140,922140,592+330+0%$16.5M$15.2M-$1.3M2026-11-04
Ascent Group, LLC
DECREASED140,787143,609-2,822-2%$16.9M$15.2M-$1.7M2026-10-30
Busey Bank
DECREASED140,778144,815-4,037-3%$17.0M$15.2M-$1.9M2026-10-26
CX Institutional
INCREASED139,197132,552+6,645+5%$15.6M$15.0K-$15.6M2026-10-02
Harbor Capital Advisors, Inc.
INCREASED138,717138,281+436+0%$16.2M$14.9M-$1.3M2026-10-22
Linscomb Wealth, Inc.
DECREASED138,422142,012-3,590-3%$16.7M$14.9M-$1.8M2026-11-05
Patton Albertson Miller Group, LLC
DECREASED137,520137,730-2100%$16.2M$14.8M-$1.4M2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED135,434150,911-15,477-10%$17.7M$14.6M-$3.1M2026-11-05
Mogy Joel R Investment Counsel Inc
UNCHANGED135,231135,23100%$15.9M$14.6M-$1.3M2026-10-13
Community Bank, N.A.
DECREASED134,073139,359-5,286-4%$16.4M$14.4M-$1.9M2026-11-06
Two Point Capital Management, Inc.
DECREASED134,017137,166-3,149-2%$16.1M$14.4M-$1.7M2026-10-16
Naples Global Advisors, LLC
DECREASED133,598134,305-707-1%$15.8M$14.4M-$1.4M2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED133,541120,842+12,699+11%$14.2M$14.4M+$181.6K2026-11-05
Intact Investment Management Inc.
DECREASED133,190148,830-15,640-11%$17.5M$14.3M-$3.1M2026-11-03
Advanced Asset Management Advisors Inc
UNCHANGED131,631131,63100%$15.5M$14.2M-$1.3M2026-10-20
Summit Financial Wealth Advisors, LLC
DECREASED131,364135,272-3,908-3%$15.9M$14.1M-$1.8M2026-10-15
HUB Investment Partners, LLC
DECREASED129,879148,518-18,639-13%$17.4M$14.0M-$3.5M2026-11-03
Perennial Advisors, LLC
DECREASED129,798131,942-2,144-2%$15.5M$14.0M-$1.5M2026-10-13
Kintegral Advisory, LLC
INCREASED129,759129,026+733+1%$15.2M$14.0M-$1.2M2026-10-16
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED129,500129,50000%$15.2M$13.9M-$1.3M2026-11-03
Ritholtz Wealth Management
DECREASED129,111143,951-14,840-10%$16.9M$13.9M-$3.0M2026-11-05
Smith Salley Wealth Management
DECREASED128,679135,028-6,349-5%$15.9M$13.8M-$2.0M2026-11-03
Montag A & Associates Inc
DECREASED128,318133,218-4,900-4%$15.6M$13.8M-$1.8M2026-10-29
PKO Investment Management Joint-Stock Co
INCREASED128,000110,000+18,000+16%$12.9M$13.8M+$856.0K2026-10-19
Eagle Rock Investment Company, LLC
DECREASED127,862130,052-2,190-2%$15.3M$13.8M-$1.5M2026-10-21
Live Oak Private Wealth LLC
DECREASED127,523134,418-6,895-5%$15.8M$13.7M-$2.1M2026-11-02
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED126,82869,125+57,703+83%$8.1M$13.7M+$5.5M2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED126,786128,350-1,564-1%$15.1M$13.6M-$1.4M2026-10-13
Cohen Klingenstein LLC
UNCHANGED126,280126,28000%$14.8M$13.6M-$1.2M2026-10-15
Pioneer Trust Bank N A
DECREASED126,215133,876-7,661-6%$15.7M$13.6M-$2.1M2026-11-06
Howard Capital Management, LLC
DECREASED126,078126,210-1320%$14.8M$13.6M-$1.3M2026-10-16
Confluence Wealth Services, Inc.
INCREASED126,064110,524+15,540+14%$13.0M$13.6M+$586.2K2026-11-05
Monarch Capital Management Inc
DECREASED125,872128,027-2,155-2%$15.0M$13.5M-$1.5M2026-10-19
Mandatum Life Insurance Co Ltd
DECREASED125,464140,464-15,000-11%$16.5M$13.5M-$3.0M2026-11-06
Greenleaf Trust
DECREASED125,187129,372-4,185-3%$15.2M$13.5M-$1.7M2026-10-29
Forbes J M & Co LLP
INCREASED124,932124,210+722+1%$14.6M$13.4M-$1.1M2026-10-16
North Dakota State Investment Board
INCREASED124,523119,859+4,664+4%$14.1M$13.4M-$676.2K2026-10-27
Thompson Investment Management, Inc.
DECREASED124,424128,339-3,915-3%$15.1M$13.4M-$1.7M2026-10-14
Avantax Planning Partners, Inc.
DECREASED123,940137,106-13,166-10%$16.1M$13.3M-$2.8M2026-11-03
First Interstate Bank
DECREASED122,973126,563-3,590-3%$14.9M$13.2M-$1.6M2026-10-23
Iowa State Bank
DECREASED122,898124,358-1,460-1%$14.6M$13.2M-$1.4M2026-10-06
Waldron Private Wealth LLC
INCREASED122,104118,540+3,564+3%$13.9M$13.1M-$781.6K2026-11-02
XML Financial, LLC
DECREASED121,839121,978-1390%$14.3M$13.1M-$1.2M2026-10-29
Signaturefd, LLC
INCREASED121,558118,361+3,197+3%$13.9M$13.1M-$819.4K2026-10-23
Plato Investment Management Ltd
NEW121,541—+121,541——$13.1M—2026-11-05
SVB Wealth LLC
DECREASED121,454129,432-7,978-6%$15.2M$13.1M-$2.1M2026-11-06
Central Trust Co
DECREASED121,195122,556-1,361-1%$14.4M$13.0M-$1.4M2026-11-05
Goelzer Investment Management, Inc.
DECREASED120,886123,289-2,403-2%$14.5M$13.0M-$1.5M2026-10-16
Quadrant Capital Group LLC
INCREASED120,617119,140+1,477+1%$14.0M$13.9M-$114.8K2026-10-20
Trust Co of Toledo NA
DECREASED120,183121,115-932-1%$14.2M$12.9M-$1.3M2026-10-16
Jackson Square Capital, LLC
DECREASED120,083126,470-6,387-5%$14.9M$12.9M-$1.9M2026-10-19
Premier Fund Managers Ltd
INCREASED119,97158,126+61,845+106%$6.8M$12.8M+$6.0M2026-11-02
Douglas Lane & Associates, LLC
DECREASED119,831127,304-7,473-6%$15.0M$12.9M-$2.1M2026-10-09
Nordwand Advisors, LLC
DECREASED119,723120,505-782-1%$14.2M$12.9M-$1.3M2026-11-05
Parallel Advisors, LLC
DECREASED119,652120,379-727-1%$14.1M$12.9M-$1.3M2026-11-03
Alpha Omega Wealth Management LLC
DECREASED119,378120,761-1,383-1%$14.2M$12.8M-$1.3M2026-10-23
Fusion Capital, LLC
INCREASED119,093118,746+347+0%$13.9M$12.8M-$1.1M2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED119,020118,849+171+0%$14.0M$12.8M-$1.1M2026-10-22
Courier Capital LLC
DECREASED118,847122,287-3,440-3%$14.4M$12.8M-$1.6M2026-10-19
IFP Advisors, Inc
INCREASED118,564109,237+9,327+9%$12.8M$12.8M-$69.9K2026-10-16
Inlet Private Wealth, LLC
DECREASED118,332118,364-320%$13.9M$12.7M-$1.2M2026-10-21
Nkcfo LLC
UNCHANGED117,850117,85000%$13.8M$12.7M-$1.2M2026-11-04
Burney Co/
DECREASED117,239122,477-5,238-4%$14.4M$12.6M-$1.8M2026-10-15
Telos Capital Management, Inc.
DECREASED116,896119,153-2,257-2%$14.0M$12.6M-$1.4M2026-11-02
Procyon Advisors, LLC
INCREASED116,268113,347+2,921+3%$13.3M$12.5M-$799.8K2026-10-21
Penobscot Investment Management Company, Inc.
INCREASED115,812115,738+74+0%$13.6M$12.5M-$1.1M2026-10-26
Greatmark Investment Partners, Inc.
DECREASED115,600117,886-2,286-2%$13.8M$12.4M-$1.4M2026-10-28
Triglav Investments, D.O.O.
DECREASED114,940125,200-10,260-8%$14.7M$12.4M-$2.3M2026-11-06
Levin Capital Strategies, L.P.
DECREASED114,857130,540-15,683-12%$15.3M$12.4M-$3.0M2026-11-02
Patten & Patten Inc
INCREASED114,791112,543+2,248+2%$13.2M$12.4M-$864.3K2026-10-26
Hunter Associates Investment Management LLC
DECREASED113,453116,413-2,960-3%$13.7M$12.2M-$1.5M2026-10-26
Smith Chas P & Associates PA Cpas
DECREASED113,259116,451-3,192-3%$13.7M$12.2M-$1.5M2026-10-22
Clean Yield Group
INCREASED112,670112,661+9+0%$13.2M$12.1M-$1.1M2026-10-28
Contravisory Investment Management, Inc.
DECREASED112,161113,244-1,083-1%$13.3M$12.1M-$1.2M2026-10-13
Lorne Steinberg Wealth Management Inc.
DECREASED110,890111,793-903-1%$13.1M$11.9M-$1.2M2026-10-23
CWA Asset Management Group, LLC
DECREASED109,787110,411-624-1%$13.0M$11.8M-$1.2M2026-10-19
Community Bank & Trust, Waco, Texas
INCREASED109,157101,576+7,581+7%$11.9M$11.7M-$182.0K2026-10-19
Somerset Trust Co
DECREASED108,162110,671-2,509-2%$13.0M$11.6M-$1.4M2026-10-13
Willow Creek Wealth Management Inc.
INCREASED108,139108,123+16+0%$12.7M$11.6M-$1.1M2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED108,081106,301+1,780+2%$12.5M$11.6M-$853.4K2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED107,947103,062+4,885+5%$12.2M$12.4M+$208.8K2026-10-13
Annex Advisory Services, LLC
INCREASED106,75741,457+65,300+158%$4.9M$11.5M+$6.6M2026-10-16
Hamilton Point Investment Advisors, LLC
INCREASED106,171105,044+1,127+1%$12.3M$11.4M-$911.3K2026-11-03
Frank, Rimerman Advisors LLC
DECREASED106,094106,585-4910%$12.5M$11.4M-$1.1M2026-10-16
Perigon Wealth Management, LLC
DECREASED105,599132,294-26,695-20%$15.5M$11.4M-$4.2M2026-10-22
Hourglass Capital, LLC
DECREASED105,571122,460-16,889-14%$14.4M$11.4M-$3.0M2026-10-26
Addenda Capital Inc.
UNCHANGED105,400105,40000%$12.4M$11.4M-$1.0M2026-10-13
Cornerstone Advisors, LLC
UNCHANGED105,095105,09500%$12.3M$11.3M-$1.0M2026-11-06
Old National Bancorp
DECREASED104,985113,058-8,073-7%$13.3M$11.3M-$2.0M2026-10-20
Sowell Financial Services LLC
DECREASED104,880118,543-13,663-12%$13.9M$11.3M-$2.6M2026-10-23
Mcrae Capital Management Inc
INCREASED104,873104,658+215+0%$12.3M$11.3M-$1.0M2026-10-15
Parr Mcknight Wealth Management Group, LLC
DECREASED103,468109,491-6,023-5%$12.9M$11.1M-$1.7M2026-10-30
Securian Asset Management, Inc
DECREASED102,381104,961-2,580-2%$11.7M$11.0M-$730.1K2026-11-06
Brookstone Capital Management
DECREASED102,156108,667-6,511-6%$12.8M$11.0M-$1.8M2026-10-22
Simplicity Wealth,LLC
INCREASED102,09295,826+6,266+7%$11.3M$11.0M-$267.5K2026-10-23
Venture Visionary Partners LLC
DECREASED100,507101,632-1,125-1%$11.9M$10.8M-$1.1M2026-10-07
Bourne Lent Asset Management Inc
DECREASED99,777101,319-1,542-2%$11.9M$10.7M-$1.2M2026-11-05
Kimelman & Baird, LLC
INCREASED99,64198,022+1,619+2%$11.5M$10.7M-$789.3K2026-11-03
Global X Japan Co., Ltd.
DECREASED99,561117,975-18,414-16%$13.9M$10.7M-$3.1M2026-10-21
Level Four Advisory Services, LLC
INCREASED99,50798,480+1,027+1%$11.6M$10.7M-$858.1K2026-11-06
Kesler, Norman & Wride, LLC
DECREASED99,403100,867-1,464-1%$11.8M$10.7M-$1.1M2026-11-06
Jacobi Capital Management LLC
DECREASED98,672100,004-1,332-1%$11.7M$10.6M-$1.1M2026-11-05
Mattern Capital Management, LLC
DECREASED98,597106,058-7,461-7%$12.5M$10.6M-$1.8M2026-11-02
Florida Trust Wealth Management Co
DECREASED98,50399,975-1,472-1%$11.7M$10.6M-$1.1M2026-11-05
Compound Planning, Inc.
DECREASED98,06099,224-1,164-1%$11.7M$10.6M-$1.1M2026-11-05
Praxis Investment Management Inc
UNCHANGED98,04098,04000%$11.5M$10.6M-$964.0K2026-11-03
Nicholas Company, Inc.
INCREASED97,33597,295+40+0%$11.4M$10.5M-$952.1K2026-11-05
Fulton Bank, N.A.
DECREASED97,170112,619-15,449-14%$13.2M$10.5M-$2.8M2026-10-14
KCM Investment Advisors LLC
DECREASED96,80097,064-2640%$11.4M$10.4M-$982.5K2026-10-27
Silver Lake Advisory, LLC
INCREASED95,37595,213+162+0%$11.2M$10.3M-$918.5K2026-10-22
Stolper Co
INCREASED94,40693,845+561+1%$11.0M$10.2M-$862.0K2026-10-13
First American Bank
INCREASED94,34693,823+523+1%$11.0M$10.2M-$866.0K2026-10-27
Asset Planning Services Inc
DECREASED93,94295,697-1,755-2%$11.2M$10.1M-$1.1M2026-10-15
Synergy Asset Management, LLC
DECREASED93,73594,153-4180%$11.1M$10.1M-$970.5K2026-11-05
GAM Holding AG
DECREASED93,584120,677-27,093-22%$14.2M$10.1M-$4.1M2026-11-03
Soltis Investment Advisors LLC
INCREASED93,49368,204+25,289+37%$8.0M$10.1M+$2.1M2026-10-28
Ellsworth Advisors, LLC
INCREASED93,39093,029+361+0%$10.4M$10.1M-$346.3K2026-10-15
Moors & Cabot, Inc.
INCREASED92,82387,082+5,741+7%$10.2M$10.0M-$238.2K2026-11-06
Advocate Group LLC
DECREASED91,733133,940-42,207-32%$15.7M$9.9M-$5.9M2026-10-19
Laurel Wealth Advisors LLC
DECREASED91,10094,554-3,454-4%$11.1M$9.8M-$1.3M2026-10-27
Diversified Trust Co
INCREASED91,06283,877+7,185+9%$9.9M$9.8M-$51.2K2026-11-06
Brighton Jones LLC
DECREASED90,31391,074-761-1%$10.7M$9.7M-$977.2K2026-11-03
Culbertson A N & Co Inc
DECREASED89,57690,244-668-1%$10.6M$9.6M-$959.0K2026-10-21
North Star Investment Management Corp.
INCREASED89,46389,044+419+0%$10.5M$9.6M-$830.2K2026-10-27
StoneX Group Inc.
INCREASED88,85783,516+5,341+6%$9.8M$9.6M-$222.1K2026-11-03
NewSquare Capital LLC
INCREASED88,58285,136+3,446+4%$10.0M$9.5M-$466.0K2026-11-06
Fagan Associates, Inc.
INCREASED88,45688,214+242+0%$10.4M$9.5M-$841.1K2026-10-13
Bonness Enterprises Inc
UNCHANGED88,40088,40000%$10.4M$9.5M-$869.0K2026-10-08
Convergence Investment Partners, LLC
DECREASED87,576132,636-45,060-34%$15.6M$9.4M-$6.2M2026-10-28
Towne Trust Company, N.a
DECREASED86,816101,713-14,897-15%$11.9M$9.3M-$2.6M2026-10-28
Capital Asset Advisory Services LLC
INCREASED86,36667,816+18,550+27%$8.0M$9.1M+$1.1M2026-10-30
Lockheed Martin Investment Management Co
DECREASED85,800125,210-39,410-31%$14.7M$9.2M-$5.5M2026-11-04
Advisors Management Group Inc
DECREASED85,64886,380-732-1%$10.1M$9.2M-$928.0K2026-11-05
NTV Asset Management LLC
INCREASED84,95176,696+8,255+11%$9.0M$9.1M+$134.6K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED84,70983,431+1,278+2%$9.8M$9.1M-$682.6K2026-10-23
Lmcg Investments, LLC
DECREASED84,60184,784-1830%$10.0M$9.1M-$853.1K2026-10-21
BAR Harbor Wealth Management
DECREASED84,23086,171-1,941-2%$10.1M$9.1M-$1.1M2026-10-21
Columbia Asset Management
DECREASED83,98086,092-2,112-2%$10.1M$9.0M-$1.1M2026-10-19
Ramsay, Stattman, Vela & Price, Inc.
DECREASED83,95683,981-250%$9.9M$9.0M-$828.2K2026-10-19
RFG Advisory, LLC
INCREASED83,79563,160+20,635+33%$7.4M$9.0M+$1.6M2026-11-03
Martin Capital Partners, LLC
DECREASED83,18785,898-2,711-3%$10.1M$9.0M-$1.1M2026-10-07
J.W. Cole Advisors, Inc.
INCREASED82,80280,771+2,031+3%$9.5M$8.9M-$575.4K2026-11-05
TrueMark Investments, LLC
NEW82,769—+82,769——$8.9M—2026-11-05
Canandaigua National Bank & Trust Co
DECREASED82,38085,810-3,430-4%$10.1M$8.9M-$1.2M2026-10-07
Curbstone Financial Management Corp
DECREASED82,37083,994-1,624-2%$9.9M$8.9M-$1.0M2026-10-21
Hennessy Advisors Inc
DECREASED81,70085,400-3,700-4%$10.0M$8.8M-$1.2M2026-10-28
Independent Financial Group, LLC
DECREASED81,64098,538-16,898-17%$11.6M$8.8M-$2.8M2026-10-13
AIA Group Ltd
INCREASED81,56377,923+3,640+5%$9.2M$8.8M-$374.2K2026-10-30
Rossmore Private Capital
INCREASED81,12680,726+400+1%$9.5M$8.7M-$750.5K2026-10-27
Nilsine Partners, LLC
DECREASED80,97883,161-2,183-3%$9.8M$8.7M-$1.1M2026-11-02
RPG Investment Advisory, LLC
DECREASED80,799141,785-60,986-43%$16.7M$8.7M-$8.0M2026-10-21
CMG Global Holdings, LLC
INCREASED80,53575,571+4,964+7%$8.9M$8.7M-$208.7K2026-10-14
O'Brien Greene & Co. Inc
DECREASED80,25082,155-1,905-2%$9.6M$8.6M-$1.0M2026-11-05
Cullinan Associates Inc
DECREASED80,14797,679-17,532-18%$11.5M$8.6M-$2.8M2026-11-03
Aprio Wealth Management, LLC
INCREASED79,99478,955+1,039+1%$9.3M$8.6M-$664.3K2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED79,606149,046-69,440-47%$17.5M$8.6M-$8.9M2026-10-22
Orca Wealth Management, LLC
DECREASED79,51079,775-2650%$9.4M$8.6M-$812.8K2026-10-14
Brady Family Wealth, LLC
DECREASED79,31085,049-5,739-7%$10.0M$8.5M-$1.5M2026-11-02
Prentiss Smith & Co Inc
DECREASED79,16281,426-2,264-3%$9.6M$8.5M-$1.0M2026-10-27
Simplex Trading, LLC
NEW78,688—+78,688——$8.5M—2026-11-04
LEE Danner & Bass Inc
DECREASED78,59679,392-796-1%$9.3M$8.5M-$866.1K2026-10-27
Orange Investment Advisors, Inc.
DECREASED78,20578,777-572-1%$9.3M$8.4M-$835.9K2026-10-23
Greenwood Capital Associates LLC
INCREASED77,95269,238+8,714+13%$8.1M$8.4M+$257.3K2026-10-27
Jacobs & Co
INCREASED77,87477,724+150+0%$9.1M$8.4M-$748.0K2026-10-09
Resonant Capital Advisors, LLC
DECREASED77,76679,264-1,498-2%$9.3M$8.4M-$940.4K2026-10-15
Kathmere Capital Management, LLC
DECREASED77,52277,704-1820%$9.1M$8.3M-$783.5K2026-10-20
Tema Etfs LLC
DECREASED77,42485,868-8,444-10%$10.1M$8.3M-$1.8M2026-10-16
Oliver Luxxe Assets LLC
DECREASED77,34277,778-436-1%$9.1M$8.3M-$811.5K2026-10-14
KMG Fiduciary Partners, LLC
DECREASED77,26787,853-10,586-12%$10.3M$8.3M-$2.0M2026-10-14
Cypress Capital Group
DECREASED77,22281,491-4,269-5%$9.6M$8.3M-$1.3M2026-11-03
Matthew Goff Investment Advisor, LLC
DECREASED76,71378,522-1,809-2%$9.2M$8.3M-$966.6K2026-10-13
LS Investment Advisors, LLC
DECREASED76,32478,989-2,665-3%$9.3M$8.2M-$1.1M2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED76,19275,135+1,057+1%$8.8M$8.2M-$624.8K2026-10-19
Argyle Capital Management, LLC
DECREASED76,18477,244-1,060-1%$9.1M$8.2M-$873.4K2026-10-28
Gilman Hill Asset Management, LLC
INCREASED76,08875,323+765+1%$8.8M$8.2M-$658.0K2026-10-13
Evanson Financial, LLC
INCREASED75,72775,627+100+0%$8.9M$8.2M-$732.6K2026-10-23
Archford Capital Strategies, LLC
INCREASED75,54372,260+3,283+5%$8.5M$8.1M-$356.9K2026-10-19
Builder Investment Group Inc
DECREASED75,44476,629-1,185-2%$9.0M$8.1M-$880.8K2026-10-22
Integrated Advisors Network LLC
INCREASED75,22368,701+6,522+9%$8.1M$8.1M+$26.6K2026-10-20
TD Private Client Wealth LLC
DECREASED74,68784,442-9,755-12%$9.9M$8.0M-$1.9M2026-10-28
Wedmont Private Capital
INCREASED74,37554,110+20,265+37%$6.6M$8.5M+$2.0M2026-10-09
Cutler Investment Counsel LLC
DECREASED74,30376,816-2,513-3%$9.0M$8.0M-$1.0M2026-10-28
Advisory Resource Group
DECREASED74,07387,593-13,520-15%$10.3M$8.0M-$2.3M2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED73,98073,969+11+0%$8.7M$8.0M-$726.0K2026-10-08
Violich Capital Management, Inc.
INCREASED73,93573,435+500+1%$8.6M$8.0M-$668.1K2026-10-05
Caldwell Trust Co
INCREASED73,72173,094+627+1%$8.6M$7.9M-$651.0K2026-10-30
Hudson Capital Management LLC
DECREASED73,70283,697-9,995-12%$9.8M$7.9M-$1.9M2026-10-20
Nations Financial Group Inc,
INCREASED73,35772,648+709+1%$8.5M$7.9M-$637.8K2026-11-05
Argonautica Private Wealth Management, Inc
DECREASED73,11878,565-5,447-7%$9.2M$7.9M-$1.4M2026-11-02
Pathway Financial Advisers, LLC
DECREASED72,99581,319-8,324-10%$9.6M$7.9M-$1.7M2026-10-27
Mather Group, Llc.
DECREASED72,75673,859-1,103-1%$8.7M$7.8M-$844.7K2026-10-14
Mission Wealth Management, LP
DECREASED72,682110,868-38,186-34%$13.0M$7.8M-$5.2M2026-10-15
111 Capital
INCREASED72,52249,969+22,553+45%$5.9M$7.8M+$1.9M2026-11-03
Independent Solutions Wealth Management, LLC
DECREASED72,04372,609-566-1%$8.5M$7.8M-$774.7K2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED71,80170,836+965+1%$8.3M$7.7M-$592.4K2026-11-05
Valeo Financial Advisors, LLC
DECREASED71,10372,874-1,771-2%$8.6M$7.7M-$906.9K2026-10-08
Norden Group LLC
DECREASED70,53077,156-6,626-9%$9.1M$7.6M-$1.5M2026-10-20
Dynamic Advisor Solutions LLC
DECREASED70,43180,402-9,971-12%$9.4M$7.6M-$1.9M2026-10-13
First Pacific Financial
DECREASED70,32875,316-4,988-7%$8.8M$7.6M-$1.3M2026-10-14
LaFleur & Godfrey LLC
DECREASED70,32773,103-2,776-4%$8.6M$7.6M-$1.0M2026-10-27
Victrix Investment Advisors
INCREASED70,11170,063+48+0%$8.2M$7.5M-$683.5K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED69,66971,271-1,602-2%$8.4M$7.5M-$873.0K2026-10-20
CoreCap Advisors, LLC
DECREASED69,27075,924-6,654-9%$8.9M$7.5M-$1.5M2026-10-08
Money Concepts Capital Corp
DECREASED69,21772,265-3,048-4%$8.5M$7.4M-$1.0M2026-11-06
Moody Lynn Lieberson & Walker, LLC
INCREASED68,91368,613+300+0%$8.1M$7.4M-$642.2K2026-10-14
Virginia Wealth Management Group, Inc.
DECREASED68,65768,888-2310%$8.1M$7.4M-$702.0K2026-10-14
Embree Financial Group
DECREASED68,26368,478-2150%$8.0M$7.3M-$696.2K2026-10-22
Uncommon Cents Investing Inc
INCREASED68,24767,854+393+1%$8.0M$7.3M-$624.7K2026-10-20
Ibex Wealth Advisors
DECREASED67,84068,302-462-1%$8.0M$7.3M-$721.1K2026-11-06
Loudon Investment Management, LLC
DECREASED67,74169,470-1,729-2%$8.2M$7.3M-$869.0K2026-11-06
Parcion Private Wealth LLC
INCREASED67,50311,955+55,548+465%$1.4M$7.3M+$5.9M2026-10-28
Morguard Lincluden Global Investments Ltd
DECREASED67,45469,320-1,866-3%$8.1M$7.3M-$882.0K2026-10-28
Stablepoint Partners, LLC
DECREASED67,25584,673-17,418-21%$9.9M$7.2M-$2.7M2026-11-03
Alkeme Wealth, LLC
DECREASED67,11667,618-502-1%$7.9M$7.2M-$718.7K2026-10-08
Woodley Farra Manion Portfolio Management Inc
INCREASED67,01260,272+6,740+11%$7.1M$7.2M+$132.9K2026-11-05
Koshinski Asset Management, Inc.
DECREASED66,93868,936-1,998-3%$8.1M$7.2M-$892.7K2026-10-29
Verdence Capital Advisors LLC
INCREASED66,90855,024+11,884+22%$6.5M$7.2M+$738.2K2026-10-26
RED Cedar Investment Management, LLC
UNCHANGED66,53166,53100%$7.8M$7.2M-$654.0K2026-11-04
Wilkins Investment Counsel Inc
DECREASED66,21066,835-625-1%$7.9M$7.1M-$724.3K2026-11-03
Inspire Trust Co, N.A.
DECREASED66,00074,000-8,000-11%$8.7M$7.1M-$1.6M2026-11-05
Sagespring Wealth Partners, LLC
INCREASED65,77061,969+3,801+6%$7.3M$7.1M-$200.1K2026-10-22
Scott & Selber, Inc.
DECREASED65,75565,771-160%$7.7M$7.1M-$648.2K2026-10-21
Equitable Trust Co
INCREASED65,73865,422+316+0%$7.7M$7.1M-$609.1K2026-10-13
City Holding Co
INCREASED65,45752,435+13,022+25%$6.2M$7.0M+$886.1K2026-10-19
Searle & Co.
UNCHANGED65,42365,42300%$7.7M$7.0M-$643.1K2026-11-04
Stonebridge Financial Group, LLC
DECREASED65,40666,680-1,274-2%$7.8M$7.0M-$792.6K2026-10-01
Forza Wealth Management, LLC
INCREASED65,21564,217+998+2%$7.5M$7.0M-$523.8K2026-10-20
OAK Ridge Investments LLC
DECREASED64,58366,830-2,247-3%$7.8M$7.0M-$898.8K2026-10-30
Signet Investment Advisory Group, Inc.
DECREASED64,56566,211-1,646-2%$7.8M$6.9M-$828.0K2026-10-30
Uhlmann Price Securities, LLC
DECREASED64,42971,519-7,090-10%$8.4M$6.9M-$1.5M2026-11-03
Icici Prudential Asset Management Co Ltd
DECREASED64,32265,180-858-1%$7.7M$6.9M-$733.1K2026-11-06
Carolina Wealth Advisors, LLC
INCREASED63,67662,864+812+1%$7.4M$6.9M-$530.6K2026-10-23
Financial Security Advisor, Inc.
DECREASED63,54466,055-2,511-4%$7.8M$6.8M-$919.6K2026-11-03
First Merchants Corp
DECREASED63,40963,695-2860%$7.5M$6.8M-$656.9K2026-10-15
Royal Fund Management, LLC
DECREASED63,13463,956-822-1%$7.5M$6.8M-$717.2K2026-10-22
SS&H Financial Advisors, Inc.
DECREASED63,01665,016-2,000-3%$7.6M$6.8M-$855.0K2026-10-28
Avior Wealth Management, LLC
DECREASED62,80868,564-5,756-8%$8.1M$6.8M-$1.3M2026-10-13
Petredis Investment Advisors LLC
INCREASED62,77862,621+157+0%$7.4M$6.8M-$598.7K2026-10-20
Chicago Capital, LLC
INCREASED62,71138,393+24,318+63%$4.5M$6.7M+$2.2M2026-10-13
Bill Few Associates, Inc.
DECREASED62,66163,461-800-1%$7.5M$6.7M-$710.0K2026-10-09
Jamison Private Wealth Management, Inc.
INCREASED62,54861,474+1,074+2%$7.2M$6.7M-$488.7K2026-10-14
Patten Group, Inc.
DECREASED62,51264,190-1,678-3%$7.5M$6.7M-$811.6K2026-10-26
Chicago Trust Co NA
INCREASED62,49154,766+7,725+14%$6.4M$6.7M+$293.1K2026-10-28
Wealthcare Advisory Partners LLC
DECREASED62,10474,243-12,139-16%$8.7M$6.7M-$2.0M2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED62,00361,793+210+0%$7.3M$6.7M-$584.8K2026-10-20
Roberts Wealth Advisors, LLC
INCREASED61,71458,264+3,450+6%$6.8M$6.6M-$201.4K2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED61,45542,479+18,976+45%$5.0M$6.6M+$1.6M2026-10-13
DLK Investment Management, LLC
DECREASED61,36966,708-5,339-8%$3.2M$6.6M+$3.4M2026-10-09
Birch Capital Management, LLC
DECREASED61,06961,225-1560%$7.2M$6.6M-$618.6K2026-10-27
Brown Miller Wealth Management, LLC
DECREASED60,88561,321-436-1%$7.2M$6.6M-$649.7K2026-11-02
Butensky & Cohen Financial Security, Inc
DECREASED60,72662,823-2,097-3%$7.4M$6.5M-$843.3K2026-10-13
Ashurst Perkins Coie Trust Co
DECREASED60,67663,425-2,749-4%$7.4M$6.5M-$919.3K2026-10-15
Beacon Bank & Trust
DECREASED60,62969,121-8,492-12%$8.1M$6.5M-$1.6M2026-10-27
Chatham Capital Group, Inc.
DECREASED60,32065,727-5,407-8%$7.7M$6.5M-$1.2M2026-10-16
Rayburn West Financial Services LLC
INCREASED60,29459,949+345+1%$7.0M$6.5M-$552.2K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED60,28456,818+3,466+6%$6.7M$6.5M-$185.5K2026-10-23
Arkfeld Wealth Strategies, L.L.C.
DECREASED60,02762,027-2,000-3%$7.1M$7.0M-$23.2K2026-10-19
Bright Rock Capital Management, LLC
NEW60,000—+60,000——$6.5M—2026-10-05
Greystone Financial Group, LLC
DECREASED59,79861,118-1,320-2%$7.2M$6.4M-$742.8K2026-10-26
Bdf-Gestion
DECREASED59,71667,289-7,573-11%$2.8M$6.4M+$3.6M2026-10-19
Global Wealth Management Investment Advisory, Inc.
INCREASED59,13158,021+1,110+2%$6.8M$6.4M-$450.9K2026-11-04
Axxcess Wealth Management, LLC
DECREASED58,830167,839-109,009-65%$19.7M$6.3M-$13.4M2026-10-21
Aaron Wealth Advisors LLC
DECREASED57,84364,869-7,026-11%$7.6M$6.2M-$1.4M2026-10-13
AMG National Trust Bank
INCREASED57,80857,683+125+0%$6.8M$6.2M-$553.6K2026-11-05
Old Port Advisors
DECREASED57,73058,103-373-1%$6.8M$6.2M-$611.3K2026-10-23
Cohen Investment Advisors LLC
DECREASED57,71257,903-1910%$6.8M$6.2M-$589.7K2026-10-20
Integrity Alliance, Llc.
DECREASED57,37467,927-10,553-16%$8.0M$6.2M-$1.8M2026-10-29
3Chopt Investment Partners, LLC
INCREASED57,31255,459+1,853+3%$6.5M$6.2M-$345.7K2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED56,96749,729+7,238+15%$5.8M$6.1M+$290.2K2026-10-21
SevenBridge Financial Group, LLC
DECREASED56,50858,705-2,197-4%$7.1M$6.0M-$1.1M2026-10-26
Compass Wealth Management LLC
DECREASED55,84761,237-5,390-9%$7.2M$6.0M-$1.2M2026-10-22
CPC Advisors, LLC
DECREASED55,79064,077-8,287-13%$7.5M$6.0M-$1.5M2026-10-21
HBK Sorce Advisory LLC
INCREASED55,31555,221+94+0%$6.7M$5.3M-$1.4M2026-11-06
West Branch Capital LLC
INCREASED55,19054,275+915+2%$6.4M$5.9M-$435.1K2026-10-20
Commonwealth Retirement Investments LLC
DECREASED55,00355,605-602-1%$6.5M$5.9M-$611.3K2026-10-26
Carnegie Lake Advisors LLC
UNCHANGED54,78954,78900%$6.4M$5.9M-$538.6K2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED54,77143,176+11,595+27%$5.1M$5.9M+$823.5K2026-10-14
Agate Pass Investment Management, LLC
DECREASED54,67556,819-2,144-4%$6.7M$5.9M-$789.3K2026-10-20
Ticino Wealth
INCREASED54,55754,252+305+1%$6.4M$5.9M-$500.5K2026-10-13
Deseret Mutual Benefit Administrators
DECREASED54,46458,941-4,477-8%$6.9M$5.9M-$1.1M2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED54,31755,832-1,515-3%$6.6M$5.8M-$711.9K2026-10-23
Jeppson Wealth Management, LLC
DECREASED54,25255,919-1,667-3%$6.6M$5.8M-$729.1K2026-10-20
Heritage Wealth Management, Inc.
DECREASED54,01254,397-385-1%$6.4M$5.8M-$576.1K2026-10-28
Hanson & Doremus Investment Management
DECREASED53,61053,752-1420%$6.3M$5.8M-$544.0K2026-10-16
Spectrum Asset Management, Inc. (NB )
DECREASED53,56554,772-1,207-2%$6.4M$5.8M-$668.3K2026-10-19
Chemung Canal Trust Co
INCREASED52,68351,046+1,637+3%$6.0M$5.7M-$325.6K2026-11-04
Northeast Investment Management
DECREASED52,60252,756-1540%$6.2M$5.7M-$535.2K2026-10-30
Shoker Investment Counsel, Inc.
DECREASED52,51253,890-1,378-3%$6.3M$5.7M-$678.0K2026-11-04
Quintet Private Bank (Europe) S.A.
DECREASED52,207120,081-67,874-57%$14.1M$5.6M-$8.5M2026-10-08
Triasima Portfolio Management inc.
DECREASED51,91961,389-9,470-15%$7.2M$5.6M-$1.6M2026-10-15
Chilton Capital Management LLC
INCREASED51,86815,935+35,933+226%$1.9M$5.6M+$3.7M2026-10-28
Paradigm Asset Management Co LLC
DECREASED51,80056,600-4,800-8%$6.6M$5.6M-$1.1M2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED51,76264,773-13,011-20%$7.6M$5.6M-$2.0M2026-10-13
Claro Advisors Inc.
INCREASED51,52846,472+5,056+11%$5.5M$5.5M+$87.3K2026-11-02
SFE Investment Counsel
DECREASED51,41653,581-2,165-4%$6.3M$5.5M-$759.8K2026-10-29
Stackstone Wealth, LLC
NEW51,356—+51,356——$5.5M—2026-10-19
Certuity, LLC
INCREASED51,34048,102+3,238+7%$5.7M$5.5M-$124.3K2026-11-02
Mechanics Bank Trust Department
DECREASED51,27651,532-2560%$6.1M$5.5M-$534.1K2026-10-13
Global Financial Private Client, LLC
INCREASED51,23750,002+1,235+2%$5.9M$5.5M-$358.5K2026-10-15
Patrick Mauro Investment Advisor, Inc.
DECREASED50,98352,133-1,150-2%$6.1M$5.5M-$636.2K2026-11-06
Occidental Asset Management, LLC
INCREASED50,91948,756+2,163+4%$5.7M$5.5M-$246.4K2026-11-05
Private Trust Co NA
DECREASED50,68850,715-270%$6.0M$5.5M-$501.5K2026-10-20
Weatherly Asset Management L. P.
DECREASED50,10450,126-220%$5.9M$5.4M-$495.1K2026-10-20
VestGen Advisors, LLC
DECREASED50,00165,491-15,490-24%$7.7M$5.4M-$2.3M2026-10-27
Sigma Planning Corp
INCREASED49,66247,221+2,441+5%$5.5M$5.3M-$268.5K2026-10-23
Weaver Capital Management LLC
DECREASED49,62653,286-3,660-7%$4.1M$5.3M+$1.2M2026-10-15
Wolff Wiese Magana LLC
INCREASED49,60449,072+532+1%$5.8M$5.3M-$425.1K2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED49,56449,56400%$5.8M$5.8M$02026-10-15
New Hampshire Trust
DECREASED49,54453,759-4,215-8%$6.3M$5.3M-$982.1K2026-10-20
Sawyer & Company, Inc
DECREASED49,39250,307-915-2%$5.9M$5.3M-$593.0K2026-10-21
Perpetual Ltd
INCREASED49,23749,080+157+0%$5.8M$5.3M-$465.6K2026-10-13
Studio Investment Management LLC
DECREASED49,21956,891-7,672-13%$6.7M$5.3M-$1.4M2026-10-22
Monte Financial Group, LLC
DECREASED49,15957,439-8,280-14%$6.7M$5.3M-$1.4M2026-11-02
Murphy Pohlad Asset Management LLC
DECREASED48,98458,229-9,245-16%$6.8M$5.3M-$1.6M2026-10-22
Lantz Financial LLC
DECREASED48,93449,077-1430%$5.8M$5.3M-$497.8K2026-10-15
Radnor Capital Management, LLC
UNCHANGED48,74448,74400%$5.7M$5.2M-$479.2K2026-10-23
Azzad Asset Management Inc
INCREASED48,67247,791+881+2%$5.6M$5.2M-$375.0K2026-11-04
Chicago Partners Investment Group LLC
INCREASED48,50543,402+5,103+12%$4.9M$5.2M+$271.8K2026-10-27
Texas Bank & Trust Co
DECREASED48,47948,868-389-1%$5.7M$5.2M-$522.2K2026-11-04
Univest Financial Corp
INCREASED48,32947,520+809+2%$5.6M$5.2M-$380.1K2026-11-05
Ascentis Independent Advisors
INCREASED48,309461+47,848+10379%$54.1K$5.2M+$5.1M2026-11-03
GC Wealth Management RIA, LLC
INCREASED48,20245,626+2,576+6%$5.4M$5.2M-$171.2K2026-11-02
Delta Capital Management LLC
INCREASED48,06647,636+430+1%$5.6M$5.2M-$422.0K2026-10-16
Lighthouse Financial Services Inc
DECREASED47,84148,296-455-1%$5.7M$5.1M-$502.1K2026-11-02
Fideuram Asset Management (Ireland) dac
DECREASED47,629434,293-386,664-89%$49.9M$5.3M-$44.7M2026-10-29
Indivisible Partners
INCREASED47,61031,440+16,170+51%$3.7M$5.1M+$1.4M2026-10-26
Spire Wealth Management
INCREASED47,29744,271+3,026+7%$5.2M$5.1M-$109.0K2026-10-30
Summit Global Investments
INCREASED47,18019,330+27,850+144%$2.3M$5.1M+$2.8M2026-10-28
Valmark Advisers, Inc.
INCREASED46,73042,022+4,708+11%$4.9M$5.0M+$93.6K2026-11-06
Wynn Capital, LLC
DECREASED46,70448,044-1,340-3%$5.6M$5.0M-$616.5K2026-10-13
Wendell David Associates Inc
DECREASED46,51846,528-100%$5.5M$5.0M-$458.0K2026-10-27
Dudley Capital Management, LLC
DECREASED46,47146,590-1190%$5.5M$5.0M-$470.8K2026-10-23
Deane Retirement Strategies, Inc.
NEW46,221—+46,221——$5.0M—2026-10-09
BankPlus Trust Department
INCREASED46,16445,874+290+1%$5.4M$5.0M-$419.7K2026-11-06
Crescent Sterling, Ltd.
INCREASED45,92945,333+596+1%$5.3M$4.9M-$381.5K2026-10-16
Banque de Luxembourg S.A.
DECREASED45,91146,498-587-1%$5.5M$4.9M-$520.3K2026-10-14
Bath Savings Trust Co
INCREASED45,87141,714+4,157+10%$4.9M$4.9M+$37.4K2026-10-07
365 WMG Private Fund I: Primus Fund LLC
NEW45,758—+45,758——$4.9M—2026-10-20
Axecap Investments, LLC
DECREASED45,75846,133-375-1%$5.4M$4.9M-$493.8K2026-10-20
Wright Investors Service Inc
INCREASED45,46745,328+139+0%$5.3M$4.9M-$430.6K2026-11-02
Washington Trust Advisors, Inc.
DECREASED45,34446,003-659-1%$5.4M$4.9M-$523.1K2026-10-22
Nfsg Corp
DECREASED44,82750,750-5,923-12%$6.0M$4.8M-$1.1M2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED44,72743,516+1,211+3%$5.1M$4.8M-$297.5K2026-10-16
Coastline Trust Co
DECREASED44,57746,440-1,863-4%$5.5M$4.8M-$657.0K2026-10-01
Lawood & Co
DECREASED44,49945,234-735-2%$5.3M$4.8M-$523.8K2026-10-09
Cornerstone Wealth Management, LLC
INCREASED44,21543,702+513+1%$5.1M$4.8M-$374.4K2026-11-04
Baker Avenue Asset Management, LP
INCREASED43,98640,896+3,090+8%$4.8M$4.7M-$69.5K2026-11-06
Trust Asset Management LLC
UNCHANGED43,51743,51700%$5.1M$4.7M-$427.8K2026-11-03
Columbus Macro, LLC
DECREASED43,25044,156-906-2%$5.2M$4.7M-$531.5K2026-10-14
Councilmark Asset Management, LLC
DECREASED43,16043,190-300%$5.1M$4.6M-$427.8K2026-10-20
Clear Harbor Asset Management, LLC
INCREASED43,10718,581+24,526+132%$2.2M$4.6M+$2.5M2026-11-05
Central Pacific Bank - Trust Division
DECREASED43,02552,419-9,394-18%$6.2M$4.6M-$1.5M2026-10-06
Larson Financial Group LLC
INCREASED42,90837,149+5,759+16%$4.4M$4.6M+$254.6K2026-11-05
LVW Advisors, LLC
DECREASED42,61645,137-2,521-6%$5.3M$4.6M-$715.0K2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED42,50542,595-900%$5.0M$4.6M-$428.5K2026-11-03
Hoertkorn Richard Charles
DECREASED42,42445,570-3,146-7%$5.0M$4.6M-$422.9K2026-11-04
Cornerstone Planning, LLC
INCREASED42,38842,277+111+0%$5.0M$4.9M-$114.2K2026-10-27
Arrow Financial Corp
DECREASED42,35545,479-3,124-7%$5.3M$4.6M-$783.3K2026-10-26
Cantor Fitzgerald Investment Advisors L.P.
INCREASED42,22341,888+335+1%$4.9M$4.5M-$375.7K2026-10-21
Lanark Financial, Inc.
INCREASED42,16130,547+11,614+38%$3.6M$4.5M+$949.6K2026-10-26
Banque Pictet & CIE SA
UNCHANGED42,00042,00000%$4.9M$4.5M-$410.7K2026-10-16
Benin Management Corp
INCREASED41,91834,488+7,430+22%$4.1M$4.5M+$460.7K2026-10-22
Asset Dedication, LLC
INCREASED41,72441,316+408+1%$4.9M$4.5M-$362.3K2026-11-03
Northcape Wealth Management, LLC
INCREASED41,68241,126+556+1%$4.8M$4.5M-$344.4K2026-11-04
Accurate Wealth Management, LLC
INCREASED41,64136,272+5,369+15%$4.4M$4.8M+$392.8K2026-10-20
Mitchell & Pahl Private Wealth, LLC
DECREASED41,61841,889-271-1%$4.9M$4.5M-$440.9K2026-10-14
Cache Advisors, LLC
INCREASED41,50435,373+6,131+17%$4.2M$4.5M+$312.2K2026-10-16
Beutel, Goodman & Co Ltd.
DECREASED41,41545,100-3,685-8%$5.3M$4.5M-$840.0K2026-11-04
Trilogy Capital Inc.
DECREASED41,35452,671-11,317-21%$6.2M$4.5M-$1.7M2026-10-20
Gold Investment Management Ltd.
DECREASED41,23442,090-856-2%$4.9M$4.4M-$505.9K2026-10-19
Excalibur Management Corp
DECREASED41,20941,635-426-1%$4.9M$4.4M-$455.2K2026-11-02
Premier Path Wealth Partners, LLC
INCREASED40,91638,888+2,028+5%$4.6M$4.4M-$163.9K2026-10-16
Northside Capital Management, LLC
INCREASED40,58640,265+321+1%$4.7M$4.4M-$361.3K2026-10-13
Parkside Financial Bank & Trust
INCREASED40,01839,625+393+1%$4.7M$4.3M-$347.2K2026-10-27
Blue Trust, Inc.
DECREASED39,79141,639-1,848-4%$4.9M$4.3M-$608.3K2026-10-15
Insight Inv LLC
DECREASED39,67339,698-250%$4.7M$4.3M-$392.9K2026-10-27
Integras Partners LLC
DECREASED39,65940,679-1,020-3%$4.8M$4.3M-$509.7K2026-10-30
Eliot Finkel Investment Counsel, LLC
DECREASED39,62039,660-400%$4.7M$4.3M-$394.2K2026-11-03
Diversified Enterprises, LLC
INCREASED39,56529,116+10,449+36%$3.4M$4.3M+$838.4K2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED39,55938,857+702+2%$4.6M$4.3M-$306.4K2026-10-27
Oak Asset Management, LLC
DECREASED39,53941,154-1,615-4%$4.8M$4.3M-$578.4K2026-10-13
LMG Wealth Partners, LLC
INCREASED38,97438,226+748+2%$4.5M$4.2M-$295.3K2026-11-05
M Holdings Securities, Inc.
DECREASED38,75338,867-1140%$4.6K$4.0K-$5962026-11-03
Everhart Financial Group, Inc.
INCREASED38,73538,518+217+1%$4.5M$4.2M-$355.3K2026-10-08
Eagle Bluffs Wealth Management LLC
DECREASED38,65039,031-381-1%$4.6M$4.2M-$424.7K2026-10-20
Mystic Asset Management, Inc.
DECREASED38,53338,932-399-1%$4.6M$4.1M-$425.6K2026-10-15
Burke & Herbert Bank & Trust Co
DECREASED38,40938,574-1650%$4.5M$4.1M-$396.9K2026-11-02
AlphaStar Capital Management, LLC
DECREASED38,30140,800-2,499-6%$4.8M$4.1M-$670.1K2026-10-16
Ninety One UK Ltd
DECREASED38,17870,700-32,522-46%$8.3M$4.1M-$4.2M2026-10-15
Redmond Asset Management, LLC
DECREASED38,03044,165-6,135-14%$5.2M$4.1M-$1.1M2026-10-27
Strengthening Families & Communities, LLC
INCREASED38,00836,261+1,747+5%$4.3M$4.1M-$168.4K2026-10-21
Montecito Bank & Trust
DECREASED37,98138,055-740%$4.5M$4.1M-$382.0K2026-10-01
InvesTrust
DECREASED37,92144,879-6,958-15%$5.3M$4.1M-$1.2M2026-10-14
Kestra Investment Management, LLC
DECREASED37,60051,908-14,308-28%$6.1M$4.0M-$2.1M2026-11-04
Joel Isaacson & Co., LLC
INCREASED37,47036,244+1,226+3%$4.3M$4.0M-$224.3K2026-11-05
Bull Street Advisors, LLC
INCREASED37,43437,269+165+0%$4.4M$4.0M-$349.0K2026-10-20
Grey Ledge Advisors, LLC
DECREASED37,33538,830-1,495-4%$4.6M$4.0M-$542.6K2026-11-02
Wealth Alliance Advisory Group, LLC
DECREASED37,08438,704-1,620-4%$4.5M$4.0M-$554.9K2026-10-14
Cigna Investments Inc
DECREASED36,99237,286-294-1%$4.4M$4.0M-$397.0K2026-10-19
Walled Lake Planning & Wealth Management, LLC
DECREASED36,91337,321-408-1%$4.4M$4.0M-$410.8K2026-10-29
Cornerstone Wealth Group, LLC
INCREASED36,86416,835+20,029+119%$2.0M$4.0M+$2.0M2026-11-02
JLB & Associates Inc
DECREASED36,44237,037-595-2%$4.4M$4.3M-$69.9K2026-10-27
Y-Intercept (Hong Kong) Ltd
DECREASED36,21337,312-1,099-3%$4.4M$3.9M-$485.1K2026-10-16
Concord Wealth Partners
DECREASED36,15638,181-2,025-5%$4.5M$3.9M-$593.2K2026-11-02
Private Management Group Inc
INCREASED35,89935,830+69+0%$4.2M$3.9M-$344.8K2026-11-04
Cordatus Wealth Management LLC
DECREASED35,83736,050-213-1%$4.2M$3.9M-$377.3K2026-10-19
International Assets Investment Management, LLC
INCREASED35,79834,653+1,145+3%$4.1M$3.9M-$161.5K2026-11-02
Howland Capital Management LLC
DECREASED35,77047,161-11,391-24%$5.5M$3.8M-$1.7M2026-10-22
Waterfront Wealth Inc.
DECREASED35,75736,516-759-2%$4.4M$3.8M-$617.3K2026-11-03
Hager Investment Management Services, LLC
DECREASED35,69935,707-80%$4.2M$3.8M-$351.8K2026-11-04
Eastern Bank
INCREASED35,68735,677+10+0%$4.2M$3.8M-$349.6K2026-10-05
Peddock Capital Advisors, LLC
DECREASED35,61535,848-233-1%$4.2M$3.8M-$377.5K2026-10-16
Mount Vernon Associates Inc
DECREASED35,60437,704-2,100-6%$4.4M$3.8M-$597.0K2026-10-26
Lodestone Wealth Management LLC
INCREASED35,60335,160+443+1%$4.1M$3.8M-$297.9K2026-10-14
Hohimer Wealth Management, LLC
DECREASED35,47240,501-5,029-12%$4.8M$3.8M-$939.4K2026-11-04
Sierra Summit Advisors LLC
INCREASED35,41834,495+923+3%$4.1M$3.8M-$239.7K2026-10-28
Greenfield Savings Bank
INCREASED35,30734,989+318+1%$4.1M$3.8M-$309.7K2026-10-07
Arjuna Capital
DECREASED35,26463,447-28,183-44%$7.5M$3.8M-$3.7M2026-11-03
Focus Financial Network, Inc.
INCREASED35,25234,950+302+1%$4.1M$3.8M-$311.1K2026-10-14
Community Financial Services Group, LLC
DECREASED35,22435,744-520-1%$4.2M$3.8M-$351.4K2026-10-15
Tounjian Advisory Partners, LLC
DECREASED35,09037,172-2,082-6%$4.4M$3.8M-$589.6K2026-11-04
Catalyst Financial Partners LLC
DECREASED34,86535,893-1,028-3%$4.2M$3.8M-$463.4K2026-11-06
VCI Wealth Management LLC
INCREASED34,85229,521+5,331+18%$3.5M$3.8M+$283.6K2026-10-29
Quadcap Wealth Management, LLC
DECREASED34,79037,299-2,509-7%$4.4M$3.7M-$636.7K2026-11-02
First Affirmative Financial Network
NEW34,621—+34,621——$3.7M—2026-10-21
PW Nova Financial Services LLC
DECREASED34,58035,446-866-2%$4.2M$3.7M-$441.7K2026-10-15
Stiles Financial Services Inc
DECREASED34,57035,375-805-2%$4.2M$3.7M-$434.3K2026-10-30
Fiduciary Family Office, LLC
INCREASED34,55034,256+294+1%$4.0M$3.7M-$305.1K2026-11-04
Inscription Capital, LLC
DECREASED34,49545,066-10,571-23%$5.3M$3.7M-$1.6M2026-11-02
Lester Murray Antman dba SimplyRich
DECREASED34,45334,849-396-1%$4.1M$3.7M-$384.8K2026-11-06
Legacy Private Trust Co.
DECREASED34,16734,526-359-1%$4.1M$3.7M-$378.0K2026-10-06
Investment House LLC
DECREASED34,02769,100-35,073-51%$8.1M$3.7M-$4.5M2026-10-21
Apella Capital, LLC
INCREASED33,98331,414+2,569+8%$3.5M$4.0M+$477.5K2026-10-08
Klein Pavlis & Peasley Financial, Inc.
DECREASED33,90540,352-6,447-16%$4.7M$3.6M-$1.1M2026-10-13
MCF Advisors LLC
INCREASED33,90533,031+874+3%$3.9M$3.6M-$230.6K2026-10-28
Harbor Investment Advisory, LLC
INCREASED33,87833,086+792+2%$3.9M$3.6M-$240.0K2026-10-13
SBI Securities Co., Ltd.
INCREASED33,84328,629+5,214+18%$3.4M$3.6M+$279.7K2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED33,7963,195+30,601+958%$375.3K$3.6M+$3.3M2026-10-21
Avestar Capital, LLC
INCREASED33,62031,945+1,675+5%$3.8M$3.6M-$133.7K2026-10-28
Oarsman Capital, Inc.
INCREASED33,53032,952+578+2%$3.9M$3.6M-$261.7K2026-11-05
Meridian Investment Counsel Inc.
DECREASED33,44633,546-1000%$3.9M$3.6M-$340.5K2026-10-14
Concord Asset Management, LLC
DECREASED33,37435,072-1,698-5%$4.1M$3.6M-$527.5K2026-11-02
Turtle Creek Wealth Advisors, LLC
INCREASED33,33730,881+2,456+8%$3.6M$3.6M-$39.5K2026-10-15
Mcdonald Partners LLC
DECREASED33,32835,319-1,991-6%$4.1M$3.6M-$561.4K2026-11-03
Enhancing Capital LLC
INCREASED33,22233,192+30+0%$3.9M$3.6M-$323.0K2026-10-26
Gryphon Financial Partners LLC
INCREASED33,16728,697+4,470+16%$3.4M$3.6M+$198.9K2026-11-04
Everett Harris & Co
DECREASED33,05233,477-425-1%$3.9M$3.6M-$374.8K2026-10-28
Pacifica Partners Inc.
DECREASED33,01733,172-1550%$3.7M$3.6M-$148.5K2026-10-09
Register Financial Advisors LLC
DECREASED32,92033,081-1610%$3.9M$3.5M-$342.5K2026-10-23
apricus wealth, LLC
INCREASED32,80832,763+45+0%$3.8M$3.5M-$317.2K2026-10-26
RMR Wealth Builders
INCREASED32,7697,438+25,331+341%$873.7K$3.5M+$2.7M2026-10-22
Catherine Avery Investment Management LLC
DECREASED32,67867,834-35,156-52%$8.0M$3.5M-$4.5M2026-10-14
Family Legacy, Inc.
DECREASED32,51832,613-950%$3.8M$3.5M-$330.8K2026-10-13
Tufton Capital Management
DECREASED32,43335,797-3,364-9%$4.2M$3.5M-$714.0K2026-10-20
Plimoth Trust Co LLC
INCREASED32,42532,065+360+1%$3.8M$3.5M-$276.5K2026-10-26
Moody National Bank Trust Division
DECREASED32,24736,645-4,398-12%$4.3M$3.5M-$833.6K2026-10-06
Physicians Financial Services, Inc.
DECREASED32,20532,251-460%$3.8M$3.5M-$322.0K2026-11-04
Tealwood Asset Management Inc
DECREASED31,76932,294-525-2%$3.8M$3.4M-$374.0K2026-10-13
Peoples Financial Services Corp.
DECREASED31,74232,506-764-2%$3.8M$3.4M-$401.8K2026-10-20
Axxion S.A.
DECREASED31,71335,808-4,095-11%$4.2M$3.4M-$792.7K2026-10-22
Farrow Financial, Inc.
INCREASED31,69731,658+39+0%$3.7M$3.4M-$307.0K2026-10-30
Oakworth Capital, Inc.
INCREASED31,69631,616+80+0%$3.7M$3.4M-$298.7K2026-10-26
Outfitters Financial LLC
DECREASED31,61933,581-1,962-6%$3.9M$3.4M-$541.3K2026-10-23
Beverly Hills Private Wealth, LLC
INCREASED31,56027,268+4,292+16%$3.2M$3.4M+$193.9K2026-11-04
Vertrix Wealth Management, LLC
INCREASED31,49331,189+304+1%$3.7M$3.4M-$273.8K2026-10-13
Alexander Randolph Advisory, Inc.
DECREASED31,35431,874-520-2%$3.7M$3.4M-$369.3K2026-11-04
Pflug Koory, LLC
DECREASED31,14931,392-243-1%$3.7M$3.4M-$334.7K2026-10-26
Trust Investment Advisors
INCREASED31,13227,219+3,913+14%$3.2M$3.4M+$153.6K2026-10-20
United Bank
DECREASED31,12032,527-1,407-4%$3.8M$3.3M-$471.2K2026-11-06
EverSource Wealth Advisors, LLC
DECREASED31,00636,433-5,427-15%$4.3M$3.3M-$942.1K2026-11-04
Essex Bank
DECREASED30,84932,842-1,993-6%$3.9M$3.3M-$537.3K2026-10-16
Arbor Investment Advisors, LLC
INCREASED30,76230,738+24+0%$3.6M$3.3M-$299.6K2026-10-26
Dorato Capital Management
INCREASED30,62429,673+951+3%$3.6M$3.6M-$4.7K2026-10-08
Churchill Financial Advisors, LLC
UNCHANGED30,58630,58600%$3.6M$3.3M-$300.7K2026-10-20
Leisure Capital Management
DECREASED30,55831,219-661-2%$3.7M$3.3M-$378.0K2026-11-03
Cove Private Wealth, LLC
DECREASED30,53131,083-552-2%$3.7M$3.3M-$365.0K2026-10-28
Myriad Asset Management Advisors LLC
NEW30,507—+30,507——$3.3M—2026-11-03
Glass Wealth Management Co LLC
DECREASED30,48530,635-1500%$3.6M$3.3M-$317.3K2026-10-28
Mirador Capital Partners LP
INCREASED30,42127,262+3,159+12%$3.2M$3.3M+$72.0K2026-10-09
Beacon Financial Group
INCREASED30,37028,683+1,687+6%$3.4M$3.3M-$100.3K2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED30,3499,806+20,543+209%$1.1M$3.3M+$2.2M2026-10-14
Alpha Family Trust
UNCHANGED30,34530,34500%$3.6M$3.6M$02026-11-04
Meridian Wealth Management, LLC
DECREASED30,28431,004-720-2%$3.6M$3.2M-$373.4K2026-11-05
Flavin Financial Services, Inc.
DECREASED30,16031,195-1,035-3%$3.7M$3.2M-$418.1K2026-10-21
Adkins Seale Capital Management LLC
DECREASED30,15130,249-980%$3.6M$3.2M-$307.9K2026-10-27
Angeles Wealth Management, LLC
DECREASED30,14432,235-2,091-6%$3.8M$3.2M-$541.9K2026-10-26
MSH Capital Advisors LLC
INCREASED30,02528,489+1,536+5%$3.3M$3.2M-$111.8K2026-11-03
Woodmont Investment Counsel LLC
DECREASED30,01731,235-1,218-4%$3.7M$3.2M-$438.1K2026-10-29
BIP Wealth, LLC
INCREASED29,94624,560+5,386+22%$2.9M$3.2M+$338.2K2026-10-22
Newman Dignan & Sheerar, Inc.
DECREASED29,92030,915-995-3%$3.6M$3.2M-$411.1K2026-10-21
Anchyra Partners LLC
INCREASED29,88129,343+538+2%$3.4M$3.2M-$230.5K2026-10-13
Cypress Capital, LLC
INCREASED29,84329,238+605+2%$3.4M$3.2M-$222.2K2026-10-20
Fragasso Financial Advisors Inc
INCREASED29,77627,865+1,911+7%$3.3M$3.5M+$252.2K2026-10-13
Investors Asset Management of Georgia Inc
DECREASED29,66029,894-234-1%$3.5M$3.2M-$319.0K2026-10-20
S-Bank Fund Management Ltd
INCREASED29,65928,608+1,051+4%$3.4M$3.2M-$168.1K2026-11-06
PDS Planning, Inc
INCREASED29,65829,089+569+2%$3.4M$3.2M-$224.7K2026-11-03
Cornerstone National Bank & Trust Co
DECREASED29,53830,094-556-2%$3.5M$3.2M-$308.7K2026-10-20
Shariaportfolio, Inc.
INCREASED29,34027,016+2,324+9%$3.2M$3.2M-$15.5K2026-10-20
WealthPlan Investment Management, LLC
INCREASED29,09524,753+4,342+18%$2.9M$3.1M+$224.0K2026-10-15
Capital City Trust Co
INCREASED28,97528,604+371+1%$3.4M$3.1M-$241.2K2026-10-22
Advisor OS, LLC
DECREASED28,75632,236-3,480-11%$3.8M$3.1M-$691.4K2026-11-03
Twelve Points Wealth Management LLC
INCREASED28,74828,629+119+0%$3.4M$3.0M-$358.3K2026-11-03
American State Bank (Iowa)
DECREASED28,73728,834-970%$3.4M$3.1M-$293.9K2026-11-03
Trek Financial, LLC
DECREASED28,72730,116-1,389-5%$3.5M$3.1M-$445.5K2026-10-29
Flagship Harbor Advisors, LLC
INCREASED28,62328,191+432+2%$3.3M$3.1M-$230.7K2026-10-26
Scheeler Financial LLC
NEW28,614—+28,614——$3.1M—2026-10-13
Missouri Trust & Investment Co
DECREASED28,48028,690-210-1%$3.3M$3.1M-$262.5K2026-11-04
Trust Point Inc.
INCREASED28,46322,809+5,654+25%$2.7M$3.1M+$384.3K2026-10-27
Great Lakes Retirement, Inc.
DECREASED28,41128,469-580%$3.3M$3.1M-$286.2K2026-10-26
Leo Wealth, LLC
NEW28,400—+28,400——$3.1M—2026-10-26
WBH Advisory Inc
DECREASED28,38031,065-2,685-9%$3.6M$3.1M-$594.3K2026-11-05
Alta Advisers Ltd
INCREASED28,36415,559+12,805+82%$1.8M$3.1M+$1.2M2026-11-02
Portfolio Design Labs, LLC
DECREASED28,35728,494-1370%$3.3M$3.1M-$294.8K2026-11-04
First Business Financial Services, Inc.
DECREASED28,33831,038-2,700-9%$3.6M$3.1M-$595.7K2026-10-29
Dickmeyer Boyce Financial Management, Inc.
DECREASED28,31428,986-672-2%$3.4M$3.0M-$357.2K2026-10-08
Investment Advisory Services Inc
INCREASED28,29627,959+337+1%$3.3M$3.0M-$238.5K2026-10-27
Corundum Group, Inc.
INCREASED28,26620,236+8,030+40%$2.4M$3.0M+$665.3K2026-10-28
Tweedy, Browne Co LLC
DECREASED28,22929,397-1,168-4%$3.5M$3.0M-$414.7K2026-11-04
1834 Investment Advisors Co
DECREASED28,15728,856-699-2%$3.4M$3.0M-$358.9K2026-10-16
Abundance Wealth Counselors
DECREASED28,14228,580-438-2%$3.4M$3.0M-$328.1K2026-10-26
PFG Advisors
DECREASED28,05128,134-830%$3.3M$3.0M-$285.6K2026-10-16
Cascade Investment Advisors, Inc.
DECREASED28,04431,673-3,629-11%$3.7M$3.0M-$701.9K2026-11-02
Sepio Capital, LP
DECREASED27,93743,527-15,590-36%$5.1M$3.0M-$2.1M2026-10-22
United Community Bank
DECREASED27,89530,569-2,674-9%$3.6M$3.0M-$588.3K2026-10-28
American Capital Advisory, LLC
DECREASED27,86828,123-255-1%$3.3M$3.0M-$303.9K2026-10-28
Calamos Wealth Management LLC
INCREASED27,81126,503+1,308+5%$3.1M$3.0M-$119.7K2026-11-02
Citizens & Northern Corp
INCREASED27,75323,191+4,562+20%$2.7M$3.0M+$263.0K2026-11-06
Sovran Advisors, LLC
INCREASED27,57123,920+3,651+15%$2.8M$3.0M+$229.2K2026-11-02
Csenge Advisory Group
INCREASED27,54326,994+549+2%$3.2M$3.0M-$206.3K2026-11-04
Probity Advisors, Inc.
DECREASED27,53627,871-335-1%$3.3M$3.0M-$310.0K2026-10-23
Ethos Capital Management, Inc.
INCREASED27,38925,443+1,946+8%$3.0M$2.9M-$40.7K2026-11-03
Tempus Wealth Planning, LLC
INCREASED27,38925,985+1,404+5%$3.1M$2.9M-$104.3K2026-10-14
Fourpath Capital Management, LLC
DECREASED27,34827,636-288-1%$3.2M$2.9M-$302.7K2026-10-19
Ridgecrest Wealth Partners, LLC
DECREASED27,27127,276-50%$3.2M$2.9M-$268.6K2026-10-19
Magnolia Capital Management LTD
DECREASED27,26027,530-270-1%$3.2M$2.9M-$300.0K2026-10-09
Deltec Asset Management LLC
DECREASED27,24627,746-500-2%$3.3M$2.9M-$326.6K2026-10-26
Relyea Zuckerberg Hanson LLC
DECREASED27,16928,572-1,403-5%$3.4M$2.9M-$431.9K2026-10-20
Financial Planning Hawaii, Inc.
DECREASED27,11029,465-2,355-8%$3.5M$2.9M-$543.1K2026-10-13
High Note Wealth, LLC
DECREASED27,10827,596-488-2%$3.2M$2.9M-$323.7K2026-10-27
Citizens National Bank Trust Department
DECREASED27,09527,270-175-1%$3.2M$2.9M-$286.9K2026-11-04
Cornell Pochily Investment Advisors, Inc.
DECREASED27,08527,971-886-3%$3.3M$2.9M-$370.2K2026-10-19
Bedel Financial Consulting, Inc.
DECREASED26,98527,560-575-2%$3.2M$2.9M-$332.8K2026-11-06
Ballast, Inc.
DECREASED26,87927,711-832-3%$3.3M$2.9M-$361.9K2026-10-20
Auto-Owners Insurance Co
DECREASED26,863589,316-562,453-95%$69.2M$2.9M-$66.3M2026-10-15
Lewis Asset Management, LLC
INCREASED26,83826,202+636+2%$3.1M$2.9M-$189.2K2026-10-14
Laurion Capital Management LP
INCREASED26,8154,047+22,768+563%$475.4K$2.9M+$2.4M2026-10-30
Bangor Savings Bank
DECREASED26,81428,999-2,185-8%$3.4M$2.9M-$520.2K2026-10-06
Dumont & Blake Investment Advisors LLC
DECREASED26,79526,985-190-1%$3.2M$2.9M-$285.7K2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED26,76025,637+1,123+4%$3.0M$2.9M-$131.2K2026-10-27
Allen Wealth Management, LLC
DECREASED26,68635,216-8,530-24%$4.1M$2.9M-$1.3M2026-10-29
FinArc Investments, Inc.
DECREASED26,67542,471-15,796-37%$5.0M$2.9M-$2.1M2026-10-14
71 West Capital Partners
INCREASED26,66926,584+85+0%$3.1M$2.9M-$252.2K2026-11-04
PFW Advisors LLC
INCREASED26,60326,594+9+0%$3.1M$2.9M-$260.5K2026-10-07
Net Worth Advisory Group
DECREASED26,57527,578-1,003-4%$3.2M$2.9M-$349.0K2026-10-20
Nicholas Hoffman & Company, Llc.
DECREASED26,55926,860-301-1%$3.2M$2.9M-$296.4K2026-10-30
CrossGen Wealth, LLC
INCREASED26,51726,497+20+0%$3.1M$2.9M-$258.3K2026-10-30
Morton Capital Management LLC
DECREASED26,07826,158-800%$3.1M$2.8M-$265.8K2026-10-23
Chesley Taft & Associates LLC
DECREASED26,00826,311-303-1%$3.1M$2.8M-$291.3K2026-10-13
CGN Advisors LLC
DECREASED25,91329,900-3,987-13%$3.5M$2.8M-$723.1K2026-10-21
Bank & Trust Co
UNCHANGED25,84325,84300%$3.0M$2.8M-$254.0K2026-10-07
Fulcrum Asset Management LLP
INCREASED25,83620,812+5,024+24%$2.4M$2.8M+$313.3K2026-11-04
Van Cleef Asset Management,Inc
DECREASED25,81125,869-580%$3.0M$2.8M-$260.5K2026-10-20
Cooper Financial Group
DECREASED25,81026,900-1,090-4%$3.2M$2.8M-$381.7K2026-10-07
Central Bank & Trust Co
INCREASED25,77825,666+112+0%$3.0M$2.8M-$240.2K2026-10-09
Arista Wealth Management, LLC
INCREASED25,77025,684+86+0%$3.0M$2.8M-$243.2K2026-10-29
First United Bank & Trust
DECREASED25,72226,205-483-2%$3.1M$2.8M-$309.6K2026-10-22
Manchester Capital Management LLC
DECREASED25,72026,790-1,070-4%$3.1M$2.8M-$378.5K2026-10-22
Davis Capital Management
DECREASED25,70327,307-1,604-6%$3.2M$2.8M-$441.1K2026-10-08
First Financial Bank - Trust Division
DECREASED25,66226,524-862-3%$3.1M$2.8M-$353.5K2026-10-01
Lederer & Associates Investment Counsel
DECREASED25,62025,825-205-1%$3.0M$2.8M-$276.0K2026-10-23
PFC Capital Group, Inc.
DECREASED25,42625,525-990%$3.0M$2.7M-$261.4K2026-11-06
Harfst & Associates, Inc.
INCREASED25,38124,225+1,156+5%$2.8M$2.7M-$113.7K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED25,36724,275+1,092+5%$2.9M$2.7M-$122.4K2026-10-30
Focused Alpha, LLC
INCREASED25,30519,479+5,826+30%$2.3M$2.7M+$435.7K2026-10-20
SWS Partners
DECREASED25,15226,634-1,482-6%$3.1M$2.7M-$421.3K2026-10-26
Founders Capital Management, LLC
DECREASED25,14244,454-19,312-43%$5.2M$2.7M-$2.5M2026-10-23
Diligent Investors, LLC
DECREASED25,09925,196-970%$3.0M$2.7M-$258.2K2026-10-21
Titiun Yejiel
UNCHANGED25,00025,00000%$2.9M$2.7M-$245.8K2026-11-06
Supplemental Annuity Collective Trust of NJ
DECREASED24,93825,334-396-2%$3.0M$2.7M-$291.7K2026-11-02
Richards, Merrill & Peterson, Inc.
DECREASED24,88626,837-1,951-7%$3.2M$2.7M-$473.8K2026-10-19
Cidel Asset Management Inc
DECREASED24,65327,459-2,806-10%$3.2M$2.7M-$571.9K2026-10-29
Pullen Investment Management, LLC
INCREASED24,60124,517+84+0%$2.9M$2.6M-$232.0K2026-10-23
Sterling Investment Advisors, Ltd.
DECREASED24,56625,012-446-2%$2.9M$2.6M-$293.8K2026-10-27
Biltmore Family Office, LLC
DECREASED24,50824,522-140%$2.9M$2.6M-$242.6K2026-11-03
Providence Wealth Advisors, LLC
INCREASED24,48824,461+27+0%$2.8M$2.7M-$28.3K2026-10-29
Cypress Wealth Services, LLC
INCREASED24,47024,296+174+1%$2.9M$2.9M+$32.2K2026-10-21
Cadinha & Co LLC
DECREASED24,42524,693-268-1%$2.9M$2.6M-$271.6K2026-10-22
Petros Family Wealth, LLC
INCREASED24,33622,953+1,383+6%$2.7M$2.6M-$76.8K2026-10-28
EPG Wealth Management LLC
DECREASED24,31325,718-1,405-5%$3.0M$2.6M-$403.9K2026-11-03
Cookson Peirce & Co Inc
INCREASED24,30620,521+3,785+18%$2.4M$2.6M+$205.7K2026-10-30
Gradient Capital Advisors, LLC
DECREASED24,28924,408-1190%$2.9M$2.6M-$252.7K2026-10-21
Commonwealth Financial Services, LLC
DECREASED24,26640,586-16,320-40%$3.0M$2.6M-$404.3K2026-10-20
Facet Wealth, Inc.
INCREASED24,25221,123+3,129+15%$2.5M$2.6M+$129.1K2026-11-04
Diversified Management Inc
INCREASED24,23817,375+6,863+40%$2.0M$2.6M+$567.9K2026-10-08
Bingham Private Wealth, LLC
INCREASED24,18422,794+1,390+6%$2.7M$2.6M-$74.4K2026-11-05
BLB&B Advisors, LLC
DECREASED24,17825,194-1,016-4%$3.0M$2.6M-$357.0K2026-10-27
Alhambra Investment Management LLC
DECREASED24,08424,398-314-1%$2.9M$2.6M-$273.6K2026-10-15
Gleason Group, Inc.
DECREASED24,03724,046-90%$2.8M$2.6M-$237.3K2026-10-15
Elite Wealth Management, Inc.
INCREASED24,0026,866+17,136+250%$806.5K$2.6M+$1.8M2026-11-03
Great Diamond Partners, LLC
INCREASED23,94515,581+8,364+54%$1.8M$2.6M+$747.1K2026-10-13
Cairn Investment Group, Inc.
UNCHANGED23,93623,93600%$2.8M$2.6M-$236.0K2026-11-04
Bison Wealth, LLC
INCREASED23,87522,721+1,154+5%$2.6M$2.8M+$164.0K2026-10-13
Eads & Heald Wealth Management
INCREASED23,86823,554+314+1%$2.8M$2.6M-$197.7K2026-10-29
Aspen Investment Management Inc
INCREASED23,76723,704+63+0%$2.8M$2.6M-$226.0K2026-11-05
Ti-Trust, Inc
INCREASED23,76723,729+38+0%$2.8M$2.6M-$229.2K2026-10-21
James Investment Research, Inc.
INCREASED23,66222,816+846+4%$2.7M$2.5M-$133.2K2026-10-22
Sawgrass Asset Management LLC
DECREASED23,65329,888-6,235-21%$3.5M$2.5M-$964.9K2026-11-03
McGlone Suttner Wealth Management, Inc.
INCREASED23,60823,525+83+0%$2.8M$2.5M-$222.3K2026-10-13
Boothe Investment Group, Inc.
INCREASED23,56621,344+2,222+10%$2.5M$2.5M+$29.3K2026-10-22
Shrier Wealth Management, LLC
INCREASED23,49123,409+82+0%$2.7M$2.5M-$221.3K2026-10-20
Asset One Wealth Management LLC
INCREASED23,42710,560+12,867+122%$1.2M$2.5M+$1.3M2026-11-02
Fiduciary Alliance LLC
INCREASED23,41423,148+266+1%$2.7M$2.5M-$199.0K2026-10-13
Mechanics Financial Corp
DECREASED23,17323,253-800%$2.7M$2.5M-$237.2K2026-11-05
Kendall Capital Management
DECREASED23,11823,236-118-1%$2.7M$2.5M-$241.1K2026-10-23
GoalVest Advisory LLC
DECREASED23,07123,248-177-1%$2.7M$2.5M-$247.6K2026-10-02
Investment Research Partners LLC
DECREASED23,00423,174-170-1%$2.7M$2.5M-$246.2K2026-10-19
Versant Capital Management, Inc
DECREASED22,93723,219-282-1%$2.7M$2.5M-$258.5K2026-10-02
Traphagen Investment Advisors LLC
DECREASED22,77423,523-749-3%$2.8M$2.5M-$311.8K2026-10-14
Childress Capital Advisors, LLC
INCREASED22,65321,315+1,338+6%$2.5M$2.4M-$65.5K2026-10-28
Altfest L J & Co Inc
DECREASED22,55223,858-1,306-5%$2.8M$2.4M-$375.1K2026-10-27
Piscataqua Savings Bank
DECREASED22,47922,729-250-1%$2.7M$2.4M-$250.3K2026-10-21
Clearstead Trust, LLC
INCREASED22,47622,287+189+1%$2.6M$2.4M-$198.7K2026-11-06
Novem Group
DECREASED22,46523,800-1,335-6%$2.8M$2.4M-$377.6K2026-10-19
Granite Investment Partners, LLC
DECREASED22,36924,360-1,991-8%$2.9M$2.4M-$453.8K2026-11-04
StrongBox Wealth, LLC
DECREASED22,28023,155-875-4%$2.7M$2.4M-$321.7K2026-11-02
Parisi Gray Wealth Management
INCREASED22,14622,084+62+0%$2.6M$2.4M-$210.5K2026-10-16
United Capital Management of KS, Inc.
DECREASED22,09922,322-223-1%$2.6M$2.4M-$243.4K2026-11-04
SAX Wealth Advisors, LLC
INCREASED22,02615,915+6,111+38%$1.2M$2.4M+$1.1M2026-10-13
V-Square Quantitative Management LLC
INCREASED22,02418,455+3,569+19%$2.2M$2.4M+$202.7K2026-10-15
YHB Investment Advisors, Inc.
DECREASED21,86922,047-178-1%$2.6M$2.4M-$235.9K2026-10-08
Smithbridge Asset Management Inc
INCREASED21,72219,722+2,000+10%$2.3M$2.3M+$21.4K2026-10-19
ICW Investment Advisors LLC
DECREASED21,71822,290-572-3%$2.6M$2.3M-$280.7K2026-10-27
Adirondack Trust Co
DECREASED21,68526,297-4,612-18%$3.1M$2.3M-$754.9K2026-10-14
St. Louis Trust Co
UNCHANGED21,67621,67600%$1.1M$2.3M+$1.2M2026-11-03
Grove Bank & Trust
DECREASED21,47821,873-395-2%$2.6M$2.3M-$257.5K2026-10-08
Aspiriant, LLC
DECREASED21,43821,783-345-2%$2.6M$2.3M-$251.2K2026-10-16
Kurv Investment Management LLC
INCREASED21,29819,550+1,748+9%$2.3M$2.3M-$4.0K2026-10-28
Midwest Professional Planners, Ltd.
DECREASED21,25722,794-1,537-7%$2.7M$2.3M-$389.5K2026-10-29
Fortem Financial Group, LLC
INCREASED21,10320,831+272+1%$2.4M$2.3M-$175.6K2026-10-20
Yankcom Partnership
DECREASED21,06422,500-1,436-6%$2.6M$2.3M-$375.7K2026-10-15
G&S Capital LLC
UNCHANGED20,99620,99600%$2.5M$2.3M-$206.4K2026-10-23
Cassia Capital Partners, LLC
DECREASED20,95324,000-3,047-13%$2.8M$2.3M-$563.9K2026-11-04
Investment Partners, Ltd.
INCREASED20,93812,978+7,960+61%$1.5M$2.3M+$729.1K2026-10-29
Woodward Diversified Capital, LLC
DECREASED20,92721,607-680-3%$2.5M$2.3M-$285.6K2026-10-21
Malaga Cove Capital, LLC
DECREASED20,92621,292-366-2%$2.5M$2.3M-$248.7K2026-10-23
St. Clair Advisors, LLC
UNCHANGED20,90520,90500%$2.5M$2.3M-$205.5K2026-10-13
Cerro Pacific Wealth Advisors LLC
DECREASED20,89721,318-421-2%$2.5M$2.2M-$254.9K2026-10-22
Aviance Capital Partners, LLC
INCREASED20,85320,792+61+0%$2.4M$2.2M-$197.8K2026-10-29
Mirabaud & Cie SA
DECREASED20,85021,253-403-2%$2.5M$2.2M-$252.3K2026-10-27
Brown, Lisle Ings, Inc.
DECREASED20,51920,598-790%$2.4M$2.2M-$211.0K2026-10-16
Suncoast Equity Management
INCREASED20,46014,300+6,160+43%$1.7M$2.2M+$522.4K2026-11-03
SYM Financial Corp
INCREASED20,38919,834+555+3%$2.3M$2.2M-$135.2K2026-10-26
Kennebec Savings Bank
DECREASED20,34022,376-2,036-9%$2.6M$2.2M-$439.1K2026-10-22
Atlas Brown,Inc.
DECREASED20,32820,366-380%$2.4M$2.2M-$204.3K2026-10-09
Jones Kertz & Associates, Inc.
DECREASED20,31820,705-387-2%$2.4M$2.2M-$245.2K2026-10-28
Northern Financial Advisors Inc
DECREASED20,24920,276-270%$2.4M$2.2M-$202.2K2026-10-29
Little House Capital LLC
INCREASED20,18317,079+3,104+18%$2.0M$2.2M+$166.2K2026-11-06
Bria Capital Group, LLC
INCREASED20,17518,411+1,764+10%$2.2M$2.2M+$8.9K2026-10-22
JFS Wealth Advisors, LLC
DECREASED20,07920,316-237-1%$2.4M$2.2M-$225.1K2026-11-03
Means Investment Co., Inc.
DECREASED20,07220,144-720%$2.4M$2.2M-$205.7K2026-11-03
Compton Wealth Advisory Group, LLC
DECREASED20,05930,660-10,601-35%$3.6M$2.2M-$1.4M2026-10-13
MH & Associates Securities Management Corp
UNCHANGED20,03720,03700%$2.4M$2.2M-$197.0K2026-10-30
Lavelle Capital LP
UNCHANGED20,00020,00000%$2.3M$2.2M-$196.6K2026-11-03
Willow Creek Capital Management, Inc.
UNCHANGED19,89019,89000%$2.3M$2.3M$02026-10-16
Sentry LLC
DECREASED19,81521,429-1,614-8%$2.5M$2.1M-$384.4K2026-10-30
AdvisorNet Financial, Inc
INCREASED19,74617,500+2,246+13%$2.1M$2.2M+$188.5K2026-10-15
Penn Davis Mcfarland Inc
DECREASED19,74019,959-219-1%$2.3M$2.1M-$219.8K2026-10-23
XXI Wealth, LLC
INCREASED19,73618,496+1,240+7%$2.2M$2.1M-$48.4K2026-10-22
Winthrop Advisory Group LLC
INCREASED19,70919,269+440+2%$2.3M$2.1M-$142.0K2026-10-22
Horst & Graben Wealth Management LLC
INCREASED19,67719,666+11+0%$2.3M$2.1M-$183.3K2026-11-02
Lyell Wealth Management, LP
INCREASED19,65718,905+752+4%$2.2M$2.1M-$104.9K2026-10-30
Woodard & Co Asset Management Group Inc
DECREASED19,63120,439-808-4%$2.4M$2.1M-$287.9K2026-11-03
Krilogy Financial LLC
INCREASED19,58018,195+1,385+8%$2.1M$2.3M+$121.1K2026-10-13
Brady Martz Wealth Solutions, LLC
DECREASED19,57720,468-891-4%$2.4M$2.1M-$297.1K2026-11-05
Neumann Capital Management, LLC
NEW19,506—+19,506——$2.1M—2026-10-15
Liberty Capital Management, Inc.
UNCHANGED19,49119,49100%$2.3M$2.1M-$191.6K2026-11-02
Tred Avon Family Wealth, LLC
DECREASED19,42719,703-276-1%$2.3M$2.1M-$223.3K2026-10-20
Oak Thistle LLC
NEW19,388—+19,388——$2.1M—2026-10-21
Appleton Partners Inc
DECREASED19,37919,543-164-1%$2.3M$2.1M-$210.0K2026-10-30
Byrne Asset Management LLC
DECREASED19,33520,330-995-5%$2.4M$2.1M-$285.1K2026-10-06
Wernau Asset Management Inc.
INCREASED19,25419,207+47+0%$2.3M$2.1M-$183.7K2026-10-19
Grant Private Wealth Management Inc
INCREASED19,24512,374+6,871+56%$1.5M$2.1M+$617.9K2026-10-19
J.Safra Asset Management Corp
INCREASED19,22518,991+234+1%$2.2M$2.1M-$161.5K2026-11-03
Tower View Wealth Management LLC
INCREASED19,05118,506+545+3%$2.2M$2.1M-$123.2K2026-10-23
CFS Investment Advisory Services, LLC
DECREASED19,03920,089-1,050-5%$2.3M$2.2M-$18.4K2026-10-19
LFG Wealth Partners, LLC
INCREASED19,03417,558+1,476+8%$2.1M$2.0M-$13.7K2026-10-28
Kentucky Trust Co
DECREASED18,71418,981-267-1%$2.2M$2.0M-$215.3K2026-10-15
Bank of New Hampshire
DECREASED18,70518,950-245-1%$2.2M$2.0M-$212.6K2026-10-06
St. Johns Investment Management Company, LLC
INCREASED18,62418,059+565+3%$2.1M$2.0M-$116.7K2026-10-30
Beese Fulmer Investment Management, Inc.
INCREASED18,59817,904+694+4%$2.1M$2.0M-$101.3K2026-10-23
Catalyst Capital Advisors LLC
DECREASED18,55719,016-459-2%$2.2M$2.0M-$236.3K2026-11-02
Chapin Davis, Inc.
DECREASED18,52819,172-644-3%$2.3M$2.0M-$257.8K2026-10-09
Wealth Architects, LLC
DECREASED18,51819,294-776-4%$2.3M$2.0M-$273.3K2026-11-03
West Paces Advisors Inc.
INCREASED18,50217,865+637+4%$2.1M$2.0M-$107.0K2026-10-13
Waycross Investment Management Co
DECREASED18,40818,557-149-1%$2.2M$2.0M-$198.5K2026-10-14
Penbrook Management LLC
UNCHANGED18,35018,35000%$2.2M$2.0M-$180.4K2026-10-16
Gen-Wealth Partners Inc
DECREASED18,34724,204-5,857-24%$2.8M$2.0M-$868.4K2026-11-04
First Command Advisory Services, Inc.
INCREASED18,27817,540+738+4%$2.1M$2.0M-$93.0K2026-11-05
Compass Financial Management LLC
DECREASED18,23122,227-3,996-18%$2.6M$2.0M-$686.3K2026-10-30
First City Capital Management, Inc.
DECREASED18,20018,209-90%$2.1M$2.0M-$180.0K2026-10-27
Summit Investment Advisors, Inc.\KS
INCREASED18,13918,032+107+1%$2.1M$2.0M-$165.7K2026-11-05
Davidson Trust Co
DECREASED18,05518,306-251-1%$2.2M$1.9M-$207.0K2026-10-09
Moneco Advisors, LLC
INCREASED18,04416,807+1,237+7%$2.0M$1.9M-$32.1K2026-11-05
Vestor Capital, LLC
INCREASED18,0081,285+16,723+1301%$119$661+$5422026-11-04
Hilltop National Bank
DECREASED17,99919,685-1,686-9%$2.3M$1.9M-$375.0K2026-10-14
Allen Capital Group, LLC
DECREASED17,99118,070-790%$2.1M$1.9M-$186.1K2026-10-27
Able Financial Group, LLC
DECREASED17,90419,168-1,264-7%$2.3M$1.9M-$324.4K2026-10-14
Herold Advisors, Inc.
DECREASED17,88518,185-300-2%$2.1M$1.9M-$206.0K2026-10-19
S.A. Mason LLC
INCREASED17,86311,613+6,250+54%$1.4M$1.9M+$558.5K2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED17,82418,324-500-3%$2.2M$1.9M-$233.9K2026-10-07
Founders Financial Securities LLC
INCREASED17,80717,728+79+0%$2.1M$1.9M-$165.8K2026-10-28
Strategic Blueprint, LLC
INCREASED17,79117,437+354+2%$2.0M$1.9M-$133.3K2026-10-22
Tobam
INCREASED17,697842+16,855+2002%$99.0K$1.9M+$1.8M2026-11-03
Spirit of America Management Corp
INCREASED17,65017,450+200+1%$2.0M$1.9M-$150.0K2026-10-14
Guardian Investment Management
UNCHANGED17,64517,64500%$2.1M$1.9M-$173.4K2026-10-23
Bigelow Investment Advisors, LLC
DECREASED17,56018,037-477-3%$2.1M$1.9M-$228.6K2026-10-13
SeaCrest Wealth Management, LLC
INCREASED17,53217,507+25+0%$2.1M$1.9M-$169.4K2026-10-21
bLong Financial, LLC
UNCHANGED17,51517,51500%$2.1M$1.9M-$172.2K2026-10-29
Canopy Partners, LLC
INCREASED17,50816,917+591+3%$2.0M$1.9M-$102.7K2026-10-28
Iams Wealth Management, LLC
INCREASED17,46016,304+1,156+7%$1.9M$1.9M-$35.9K2026-10-15
Klingman & Associates, LLC
INCREASED17,45216,227+1,225+8%$1.9M$1.9M-$27.7K2026-10-20
Atlatl Advisers LLC
INCREASED17,4453,020+14,425+478%$354.7K$1.9M+$1.5M2026-10-22
Aspire Private Capital, LLC
DECREASED17,35517,584-229-1%$2.1M$1.9M-$197.5K2026-11-05
Everest Financial Group LLC
INCREASED17,3385,219+12,119+232%$612.8K$1.9M+$1.3M2026-11-06
Enterprise Financial Services Corp
DECREASED17,28517,709-424-2%$2.1M$1.9M-$219.7K2026-11-03
Kelleher Financial Advisors
DECREASED17,28232,580-15,298-47%$3.8M$1.9M-$2.0M2026-10-30
Cyr Financial Inc.
INCREASED17,24416,560+684+4%$1.9M$1.9M-$89.2K2026-10-16
Intrua Financial, LLC
DECREASED17,21618,125-909-5%$2.1M$1.9M-$276.0K2026-10-28
Triad Wealth Partners, LLC
DECREASED17,21417,328-114-1%$2.0M$1.9M-$155.0K2026-10-26
LeConte Wealth Management, LLC
DECREASED17,13117,195-640%$2.0M$1.8M-$175.9K2026-10-20
Sky Investment Group LLC
INCREASED17,11810,823+6,295+58%$1.3M$1.8M+$571.1K2026-10-30
Flynn Zito Capital Management, LLC
INCREASED17,11217,086+26+0%$2.0M$1.8M-$165.2K2026-11-04
CV Advisors LLC
UNCHANGED17,10017,10000%$2.0M$1.8M-$168.1K2026-10-13
Monument Capital Management
DECREASED17,09617,180-840%$2.0M$1.8M-$177.9K2026-10-09
Plancorp, LLC
DECREASED16,99217,455-463-3%$2.1M$1.8M-$305.7K2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
DECREASED16,95421,527-4,573-21%$2.5M$1.8M-$703.8K2026-10-15
Pinion Investment Advisors, LLC
DECREASED16,91117,971-1,060-6%$2.1M$1.8M-$290.7K2026-11-04
Natural Investments, LLC
INCREASED16,80816,082+726+5%$1.9M$1.8M-$79.0K2026-11-06
DMC Group, LLC
DECREASED16,80718,006-1,199-7%$2.1M$1.8M-$306.0K2026-10-26
Athena Wealth Management, LLC
DECREASED16,75817,607-849-5%$2.1M$1.8M-$264.4K2026-10-09
Oslo Pensjonsforsikring AS
UNCHANGED16,70216,70200%$2.0M$1.8M-$164.2K2026-10-15
Sage Rhino Capital LLC
DECREASED16,59616,619-230%$2.0M$1.8M-$165.8K2026-10-28
Pinnacle Bancorp, Inc.
DECREASED16,53716,778-241-1%$2.0M$1.8M-$190.9K2026-10-21
Shepherd Financial Partners LLC
DECREASED16,50617,129-623-4%$2.0M$1.8M-$235.4K2026-11-03
Portside Wealth Group, LLC
DECREASED16,49840,212-23,714-59%$4.7M$1.8M-$2.9M2026-10-20
E&G Advisors, LLC
DECREASED16,46616,646-180-1%$2.0M$1.8M-$183.0K2026-10-13
L. Roy Papp & Associates, LLP
DECREASED16,45016,895-445-3%$2.0M$1.8M-$214.0K2026-10-21
Souders Financial Advisors
INCREASED16,43416,066+368+2%$1.9M$1.8M-$118.4K2026-11-03
Westwind Capital
NEW16,431—+16,431——$1.8M—2026-10-08
Etesian Wealth Advisors, Inc.
DECREASED16,42916,794-365-2%$2.0M$1.8M-$204.4K2026-10-27
Archer Investment Management, LLC
INCREASED16,3862,366+14,020+593%$277.9K$1.8M+$1.5M2026-10-13
Bfsg, LLC
DECREASED16,34616,505-159-1%$1.9M$1.8M-$179.4K2026-10-30
Orser Capital Management, LLC
INCREASED16,34313,570+2,773+20%$1.6M$1.8M+$165.1K2026-10-13
Provenance Wealth Advisors, LLC
INCREASED16,3364,996+11,340+227%$586.8K$1.8M+$1.2M2026-10-30
Cambridge Advisors Inc.
DECREASED16,33616,506-170-1%$1.9M$1.8M-$180.6K2026-10-19
Finer Wealth Management, Inc.
DECREASED16,33316,334-10%$1.9M$1.8M-$160.7K2026-10-16
Zions Bancorporation, National Association
DECREASED16,32617,730-1,404-8%$2.1M$1.8M-$325.4K2026-11-06
Revolve Wealth Partners, LLC
DECREASED16,26018,383-2,123-12%$2.2M$1.8M-$409.2K2026-10-23
SkyOak Wealth, LLC
DECREASED16,15516,470-315-2%$1.9M$1.7M-$195.8K2026-10-28
Connecticut Wealth Management, LLC
INCREASED16,14815,486+662+4%$1.8M$1.7M-$81.0K2026-10-13
Hudock, Inc.
DECREASED16,13016,312-182-1%$1.9M$1.7M-$180.0K2026-10-14
Landmark Wealth Management, LLC
DECREASED16,12316,128-50%$1.9M$1.7M-$159.1K2026-11-03
Flywheel Private Wealth LLC
DECREASED16,04116,081-400%$1.9M$1.7M-$162.4K2026-11-02
Kenora Financial, LLC
UNCHANGED15,98215,98200%$1.9M$1.7M-$157.1K2026-10-20
BKM Wealth Management, LLC
DECREASED15,97528,627-12,652-44%$3.4M$1.7M-$1.6M2026-10-22
Zevenbergen Capital Investments LLC
DECREASED15,90516,090-185-1%$1.9M$1.7M-$178.1K2026-10-08
Encompass Wealth Advisors, LLC
INCREASED15,8827,507+8,375+112%$881.8K$1.7M+$827.5K2026-10-15
Philip James Wealth Mangement, LLC
DECREASED15,85519,393-3,538-18%$2.3M$1.7M-$571.4K2026-10-27
Pacific Sage Partners, LLC
DECREASED15,84415,880-360%$1.9M$1.7M-$160.0K2026-10-21
Zullo Investment Group, Inc.
DECREASED15,77815,860-82-1%$1.9M$1.7M-$164.7K2026-10-20
Allen Investment Management, LLC
INCREASED15,74315,177+566+4%$1.8M$1.7M-$88.3K2026-11-03
Financial Management Professionals, Inc.
DECREASED15,74017,382-1,642-9%$2.0M$1.7M-$347.6K2026-10-23
Neville Rodie & Shaw Inc
UNCHANGED15,72715,72700%$1.8M$1.7K-$1.8M2026-10-05
GraniteShares Advisors LLC
INCREASED15,72315,418+305+2%$1.8M$1.7M-$118.7K2026-10-29
Princeton Capital Management LLC
DECREASED15,68116,008-327-2%$1.9M$1.7M-$192.5K2026-10-27
IVC Wealth Advisors LLC
DECREASED15,60117,074-1,473-9%$2.0M$1.7M-$326.4K2026-10-23
FSM Wealth Advisors, LLC
DECREASED15,59615,866-270-2%$1.9M$1.8M-$71.9K2026-10-27
Thrive Wealth Management, LLC
DECREASED15,58715,758-171-1%$1.9M$1.7M-$173.3K2026-10-13
Aries Wealth Management
UNCHANGED15,55915,55900%$1.8M$1.7M-$152.9K2026-10-23
Insight Wealth Partners, LLC
DECREASED15,53115,539-80%$1.8M$1.7M-$153.6K2026-10-26
Westside Investment Management, Inc.
INCREASED15,50115,317+184+1%$1.8M$1.7M-$123.5K2026-11-02
Accredited Investors Inc.
INCREASED15,49712,951+2,546+20%$1.5M$1.7M+$146.6K2026-11-03
Focus Wealth Advisors, LLC
DECREASED15,48715,626-139-1%$1.8M$1.7M-$168.6K2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED15,46015,307+153+1%$1.7M$1.6M-$67.9K2026-10-21
American Financial & TAX Strategies Inc
UNCHANGED15,38115,38100%$1.8M$1.7M-$151.2K2026-10-16
Prudent Man Advisors, LLC
DECREASED15,37815,822-444-3%$1.9M$1.7M-$203.3K2026-11-03
Keudell ison Wealth Management
DECREASED15,35715,422-650%$1.8M$1.7M-$158.6K2026-10-16
Personal CFO Solutions, LLC
DECREASED15,33817,765-2,427-14%$2.1M$1.7M-$435.9K2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED15,27719,108-3,831-20%$2.2M$1.6M-$600.2K2026-10-28
Roman Butler Fullerton & Co
INCREASED15,26214,059+1,203+9%$1.7M$1.6M-$51.2K2026-10-27
Axiom Investment Management LLC
DECREASED15,20515,749-544-3%$1.8M$1.6M-$213.3K2026-11-03
Creekside Partners
DECREASED15,13315,219-86-1%$1.8M$1.6M-$158.9K2026-11-04
WoodTrust Financial Corp
UNCHANGED15,12315,12300%$1.8M$1.6M-$148.0K2026-10-09
Sterling Capital Management LLC
DECREASED15,09547,043-31,948-68%$5.5M$1.6M-$3.9M2026-10-22
Reynders McVeigh Capital Management, LLC
DECREASED15,07715,361-284-2%$1.8M$1.6M-$181.3K2026-10-30
Advisory Solutions Group, LLC
INCREASED15,0667,478+7,588+101%$878.4K$1.6M+$743.2K2026-10-14
Institute for Wealth Management, Llc.
DECREASED15,01215,073-610%$1.8M$1.6M-$154.7K2026-11-06
Viking Fund Management LLC
UNCHANGED15,00015,00000%$1.8M$1.6M-$147.5K2026-10-14
Pines Wealth Management, LLC
DECREASED14,98015,203-223-1%$1.8M$1.6M-$173.4K2026-10-21
Lee Financial Co
INCREASED14,97614,612+364+2%$1.7M$1.6M-$104.5K2026-10-16
Clarity Wealth Advisors, LLC
DECREASED14,97215,005-330%$1.8M$1.6M-$151.0K2026-10-21
Thayer Partners, LLC / MA
INCREASED14,95314,236+717+5%$1.7M$1.6M-$62.8K2026-11-06
MBL Wealth, LLC
INCREASED14,94213,388+1,554+12%$1.6M$1.6M+$35.7K2026-10-22
Perryman Financial Advisory Inc
INCREASED14,93414,882+52+0%$1.7M$1.6M-$140.7K2026-10-16
Insight 2811, Inc.
DECREASED14,88715,036-149-1%$1.8M$1.6M-$163.8K2026-11-06
Saxon Interests, Inc.
DECREASED14,88615,963-1,077-7%$1.9M$1.6M-$272.9K2026-10-26
Value Partners Investments Inc.
INCREASED14,85313,273+1,580+12%$1.6M$1.6M+$44.8K2026-10-19
Meitav Investment House LTD
DECREASED14,84620,130-5,284-26%$2.4M$1.6M-$767.8K2026-10-28
Formidable Asset Management, LLC
DECREASED14,82815,130-302-2%$1.2M$1.7M+$567.8K2026-11-03
Allen Mooney & Barnes Investment Advisors LLC
DECREASED14,81916,207-1,388-9%$1.9M$1.6M-$308.7K2026-10-08
Emerald Advisors, LLC
DECREASED14,80020,846-6,046-29%$2.4M$1.6M-$855.7K2026-10-13
United Advisor Group, LLC
DECREASED14,72315,811-1,088-7%$1.9M$1.6M-$272.5K2026-11-03
Seek First Inc.
INCREASED14,70814,479+229+2%$1.7M$1.6M-$117.7K2026-10-27
Retirement Planning Group, LLC
INCREASED14,70414,098+606+4%$1.7M$1.6M-$73.3K2026-10-19
BXM Wealth LLC
UNCHANGED14,67214,67200%$1.7M$1.6M-$144.2K2026-11-03
Renaissance Investment Group LLC
INCREASED14,61214,516+96+1%$1.7M$1.6M-$132.4K2026-10-28
Outlook Wealth Advisors, LLC
DECREASED14,55115,334-783-5%$1.8M$1.6M-$235.0K2026-10-28
Opal Wealth Advisors, LLC
DECREASED14,55015,039-489-3%$1.8M$1.6M-$200.5K2026-10-16
LCM Capital Management Inc
DECREASED14,53414,712-178-1%$1.7M$1.6M-$163.7K2026-10-20
Summit Wealth Group LLC / Co
INCREASED14,50110,897+3,604+33%$1.3M$1.6M+$280.8K2026-10-29
Granite Islands Private Wealth, LLC
INCREASED14,49813,793+705+5%$1.6M$1.6M-$57.5K2026-10-16
Rossby Financial, LCC
INCREASED14,43510,505+3,930+37%$1.2M$1.6M+$340.3K2026-11-05
Vicus Capital
INCREASED14,43210,754+3,678+34%$1.3M$1.6M+$290.1K2026-11-05
ANB Bank
DECREASED14,36715,996-1,629-10%$1.9M$1.5M-$332.6K2026-10-09
Range Financial Group LLC
DECREASED14,36514,818-453-3%$1.7M$1.5M-$194.4K2026-10-21
MTM Investment Management, LLC
DECREASED14,36014,551-191-1%$1.7M$1.5M-$163.6K2026-10-30
Meadow Creek Wealth Advisors LLC
DECREASED14,29014,454-164-1%$1.7M$1.5M-$159.7K2026-11-02
Juncture Wealth Strategies, LLC
DECREASED14,29014,450-160-1%$1.7M$1.5M-$159.3K2026-10-06
Eagle Wealth Advisors LLC
INCREASED14,24913,846+403+3%$1.6M$1.5M-$92.7K2026-10-20
Jnba Financial Advisors
INCREASED14,23813,754+484+4%$1.6M$1.5M-$83.1K2026-11-03
CWS Financial Advisors, LLC
INCREASED14,19514,191+4+0%$1.7M$1.5M-$139.0K2026-10-16
Fiduciary Financial Group, LLC
DECREASED14,13414,472-338-2%$1.7M$1.5M-$178.6K2026-10-13
Promethium Advisors,llc
DECREASED14,13414,459-325-2%$1.7M$1.5M-$177.1K2026-10-19
TCI Wealth Advisors, Inc.
INCREASED14,12712,406+1,721+14%$1.5M$1.5M+$63.2K2026-10-30
KRS Capital Management, LLC
INCREASED14,12513,303+822+6%$1.6M$1.5M-$42.3K2026-10-16
Adelphi Trust Co
DECREASED14,09914,612-513-4%$1.7M$1.5M-$198.9K2026-10-05
Tower Trust & Investment Co
INCREASED14,09913,693+406+3%$1.6M$1.5M-$90.9K2026-10-28
SmartHarvest Portfolios, LLC
DECREASED14,07416,949-2,875-17%$2.0M$1.5M-$476.0K2026-10-26
Blueprint Investment Partners LLC
DECREASED14,04816,963-2,915-17%$2.0M$1.5M-$480.4K2026-10-28
USA Financial Formulas
NEW14,037—+14,037——$1.5M—2026-10-16
Foster Dykema Cabot & Partners, LLC
UNCHANGED14,02814,02800%$1.6M$1.5M-$137.9K2026-10-30
Elyxium Wealth, LLC
INCREASED14,01512,900+1,115+9%$1.5M$1.5M-$6.9K2026-10-27
Guinness Atkinson Asset Management Inc
UNCHANGED14,01414,01400%$1.6M$1.5M-$137.8K2026-11-05
McAdam, LLC
INCREASED13,98312,971+1,012+8%$1.5M$1.5M-$18.6K2026-10-21
BayBridge Capital Group, LLC
DECREASED13,97314,613-640-4%$1.7M$1.5M-$212.6K2026-10-13
Platform Technology Partners
DECREASED13,93113,970-390%$1.6M$1.5M-$141.5K2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED13,91913,639+280+2%$1.6M$1.5M-$104.0K2026-10-15
Valley National Advisers Inc
DECREASED13,88513,913-280%$1.6M$1.5M-$139.8K2026-10-23
Partners Wealth Management, LLC
NEW13,876—+13,876——$1.5M—2026-10-28
Legacy Wealth Asset Management, LLC
INCREASED13,87113,287+584+4%$1.6M$1.5M-$67.8K2026-10-09
Michels Family Financial, LLC
DECREASED13,85113,907-560%$1.6M$1.5M-$142.8K2026-11-02
JGP Wealth Management, LLC
DECREASED13,78415,964-2,180-14%$1.9M$1.5M-$391.6K2026-10-13
Stokes Capital Advisors, LLC
INCREASED13,77513,391+384+3%$1.6M$1.5M-$90.3K2026-10-09
First County Bank
DECREASED13,74514,697-952-6%$1.7M$1.5M-$246.9K2026-10-13
Tortuga Wealth Management, Inc
DECREASED13,74514,146-401-3%$1.7M$1.5M-$182.1K2026-10-27
High Net Worth Advisory Group LLC
UNCHANGED13,70413,70400%$1.6M$1.5M-$134.7K2026-10-26
Washington Capital Management, Inc
DECREASED13,61515,725-2,110-13%$1.8M$1.5M-$381.7K2026-10-19
DCF Advisers, LLC
DECREASED13,50040,000-26,500-66%$4.7M$1.5M-$3.2M2026-11-04
Simon Quick Advisors, LLC
INCREASED13,5009,354+4,146+44%$1.1M$1.5M+$354.2K2026-10-26
Core Wealth Partners LLC
INCREASED13,48712,532+955+8%$1.5M$1.5M-$20.4K2026-11-02
Verus Capital Partners, LLC
INCREASED13,4858,769+4,716+54%$1.0M$1.5M+$421.3K2026-11-03
Midland Wealth Advisors, LLC
DECREASED13,42016,420-3,000-18%$1.9M$1.4M-$484.3K2026-10-26
Washington Trust Bank
INCREASED13,41812,675+743+6%$1.5M$1.4M-$44.6K2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED13,3979,641+3,756+39%$1.1M$1.4M+$309.4K2026-10-16
C WorldWide Group Holding A/S
INCREASED13,36910,167+3,202+31%$1.2M$1.4M+$245.0K2026-11-04
MFA Wealth Services
DECREASED13,31313,627-314-2%$1.6M$1.4M-$167.8K2026-10-14
GFS Advisors, LLC
DECREASED13,30323,753-10,450-44%$161.0K$1.4M+$1.3M2026-11-03
Foguth Wealth Management, Llc.
INCREASED13,28413,261+23+0%$1.5M$1.4M-$41.5K2026-10-19
BOS Asset Management, LLC
DECREASED13,28013,771-491-4%$1.6M$1.4M-$188.2K2026-10-09
Brandywine OAK Private Wealth LLC
INCREASED13,22212,994+228+2%$1.5M$1.4M-$103.2K2026-10-23
Investment Partners Asset Management, Inc.
INCREASED13,20913,204+5+0%$1.6M$1.4M-$129.3K2026-10-09
Hickory Point Bank & Trust
DECREASED13,18313,500-317-2%$1.6M$1.4M-$166.8K2026-10-01
Tannin Capital LLC
DECREASED13,16514,596-1,431-10%$1.7M$1.4M-$297.5K2026-11-05
RS Crum Inc.
UNCHANGED13,13313,13300%$1.5M$1.4M-$129.1K2026-10-19
Ignite Planners, LLC
INCREASED13,12412,473+651+5%$1.5M$1.4M-$49.0K2026-10-14
Martin Capital Advisors, LLP
DECREASED13,05813,200-142-1%$1.6M$1.4M-$145.0K2026-10-15
Quadrant Private Wealth Management, LLC
INCREASED13,05412,554+500+4%$1.5M$1.4M-$69.5K2026-11-04
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED13,00013,00000%$1.5M$1.4M-$127.8K2026-11-06
Whitener Capital Management, Inc.
DECREASED12,98413,109-125-1%$1.5M$1.4M-$142.4K2026-10-15
Cordgrass Capital Advisors, LLC
UNCHANGED12,98212,98200%$1.5M$1.4M-$127.6K2026-10-30
Independence Bank of Kentucky
DECREASED12,97113,421-450-3%$1.6M$1.4M-$180.4K2026-10-26
True Private Wealth Advisors
INCREASED12,90012,883+17+0%$1.5M$1.4M-$124.8K2026-10-19
Meridian Financial Advisors, LLC
UNCHANGED12,89212,89200%$1.5M$1.4M-$126.7K2026-10-14
Persium Advisors, LLC
DECREASED12,85013,251-401-3%$1.6M$1.4M-$173.4K2026-10-07
Yelin Lapidot Holdings Management Ltd.
DECREASED12,80613,111-305-2%$1.5M$1.4M-$161.7K2026-10-26
Almanack Investment Partners, Llc.
INCREASED12,79112,026+765+6%$1.4M$1.4M-$35.9K2026-11-03
Kercheville Advisors, LLC
DECREASED12,77412,815-410%$1.5M$1.4M-$130.4K2026-10-19
HMV Wealth Advisors, LLC
INCREASED12,71312,175+538+4%$1.4M$1.4M-$61.8K2026-10-27
Cromwell Holdings LLC
DECREASED12,68913,332-643-5%$1.6M$1.4M-$200.3K2026-10-28
FIG Financial Advisory Services Inc
NEW12,650—+12,650——$1.4M—2026-10-07
Sheets Smith Wealth Management
INCREASED12,63612,626+10+0%$1.5M$1.4M-$123.1K2026-10-16
United Asset Strategies, Inc.
INCREASED12,63012,125+505+4%$1.4M$1.4M-$64.8K2026-10-28
Interchange Capital Partners, LLC
INCREASED12,61711,946+671+6%$1.4M$1.4M-$45.2K2026-10-28
Forum Financial Management, LP
DECREASED12,57012,590-200%$1.5M$1.4M-$125.8K2026-10-16
Golden Reserve Retirement LLC
INCREASED12,5368,427+4,109+49%$989.8K$1.3M+$359.4K2026-11-02
Root Financial Partners, LLC
INCREASED12,52711,076+1,451+13%$1.3M$1.3M+$47.3K2026-10-21
Gibbs Wealth Management
DECREASED12,50118,792-6,291-33%$2.2M$1.3M-$861.8K2026-10-22
Raleigh Capital Management Inc.
DECREASED12,43413,057-623-5%$1.5M$1.3M-$195.4K2026-10-28
Duncker Streett & Co Inc
INCREASED12,42112,419+2+0%$1.5M$1.3M-$121.8K2026-10-27
180 Wealth Advisors, LLC
DECREASED12,41712,997-580-4%$1.5M$1.3M-$190.2K2026-11-03
Curated Wealth Partners LLC
INCREASED12,4045,816+6,588+113%$683.1K$1.3M+$651.9K2026-10-15
Wealthcare Capital Partners, LLC
INCREASED12,36812,366+2+0%$1.5M$1.3M-$121.4K2026-10-21
Decker Wealth Management LLC
INCREASED12,36211,934+428+4%$1.4M$1.3M-$71.3K2026-10-09
Key FInancial Inc
INCREASED12,36112,299+62+1%$1.4M$1.3M-$114.3K2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED12,35811,561+797+7%$1.4M$1.3M-$27.8K2026-10-13
MeadowBrook Investment Advisors LLC
UNCHANGED12,35712,35700%$1.5M$1.3M-$155.3K2026-10-29
Howard Financial Services, Ltd.
INCREASED12,31512,064+251+2%$1.4M$1.3M-$91.6K2026-10-15
Cross Staff Investments Inc
DECREASED12,31012,447-137-1%$1.5M$1.3M-$137.2K2026-10-22
Baron Wealth Management LLC
DECREASED12,30412,651-347-3%$1.5M$1.3M-$161.7K2026-10-27
Eagle Global Advisors LLC
DECREASED12,29512,304-90%$1.4M$1.3M-$121.9K2026-11-02
Boltwood Capital Management
INCREASED12,28111,868+413+3%$1.4M$1.3M-$72.2K2026-10-02
BlueChip Wealth Advisors LLC
INCREASED12,22911,887+342+3%$1.4M$1.3M-$80.0K2026-11-03
Evermay Wealth Management LLC
INCREASED12,22812,055+173+1%$1.4M$1.3M-$99.9K2026-11-05
Victory Financial Group, LLC
INCREASED12,2229,990+2,232+22%$1.2M$1.3M+$142.0K2026-10-27
Benchmark Financial Wealth Advisors, LLC
INCREASED12,21911,881+338+3%$1.4M$1.3M-$80.4K2026-10-20
New England Research & Management, Inc.
DECREASED12,16517,265-5,100-30%$2.0M$1.3M-$718.6K2026-10-16
Johnson & White Wealth Management, LLC
DECREASED12,15912,316-157-1%$1.4M$1.3M-$137.9K2026-11-03
Income Insurance Ltd
UNCHANGED12,14812,14800%$1.4M$1.3M-$119.4K2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED12,10312,440-337-3%$1.5M$1.3M-$158.5K2026-11-02
Balefire, LLC
INCREASED12,1027,966+4,136+52%$935.7K$1.3M+$366.8K2026-10-09
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED12,07012,07000%$1.4M$1.3M-$118.6K2026-10-15
CRA Financial Services, LLC
DECREASED12,06612,410-344-3%$1.5M$1.3M-$159.0K2026-10-16
Alliance Private Wealth, LLC
DECREASED12,04413,781-1,737-13%$1.6M$1.3M-$322.4K2026-10-20
Unified Investment Management
INCREASED12,01211,927+85+1%$1.4M$1.3M-$108.1K2026-10-14
Yoffe Investment Management, LLC
UNCHANGED11,95911,95900%$1.4M$1.3M-$117.6K2026-11-02
Sapient Capital LLC
DECREASED11,94512,117-172-1%$1.4M$1.3M-$137.6K2026-10-08
Phoenix Wealth Advisors
INCREASED11,92910,985+944+9%$1.3M$1.3M-$6.3K2026-11-03
Paulson Wealth Management Inc.
DECREASED11,92513,496-1,571-12%$1.6M$1.3M-$301.8K2026-11-02
D.B. Root & Company, LLC
DECREASED11,92212,115-193-2%$1.4M$1.3M-$139.9K2026-11-04
Auxano Advisors, LLC
DECREASED11,91314,837-2,924-20%$1.7M$1.3M-$460.6K2026-11-06
Cowa, LLC
DECREASED11,91011,951-410%$1.4M$1.3M-$121.8K2026-10-30
Abacus Planning Group, Inc.
INCREASED11,83611,697+139+1%$1.4M$1.3M-$100.1K2026-11-02
D'Orazio & Associates, Inc.
DECREASED11,70212,925-1,223-9%$1.5M$1.3M-$258.7K2026-11-04
KPP Advisory Services LLC
DECREASED11,67519,254-7,579-39%$2.3M$1.3M-$1.0M2026-10-26
Swiss RE LTD
INCREASED11,6397,074+4,565+65%$830.9K$1.3M+$421.8K2026-11-06
NBH Bank
INCREASED11,60711,221+386+3%$1.3M$1.2M-$68.8K2026-11-05
Breakwater Capital Group
INCREASED11,60611,280+326+3%$1.3M$1.2M-$75.8K2026-10-09
Tritonpoint Wealth, LLC
DECREASED11,56012,991-1,431-11%$1.5M$1.2M-$281.7K2026-10-19
Autumn Glory Partners, LLC
UNCHANGED11,54411,54400%$1.4M$1.2M-$113.5K2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED11,53511,849-314-3%$1.4M$1.2M-$150.3K2026-10-19
Trifecta Capital Advisors, LLC
UNCHANGED11,53511,53500%$1.4M$1.2M-$113.4K2026-10-21
First Premier Bank
DECREASED11,53213,480-1,948-14%$1.6M$1.2M-$343.0K2026-10-13
Abel Hall, LLC
DECREASED11,52011,583-63-1%$1.4M$1.2M-$120.6K2026-10-19
Mengis Capital Management, Inc.
UNCHANGED11,49511,49500%$1.4M$1.2M-$113.0K2026-10-13
Sulzberger Capital Advisors, Inc.
INCREASED11,48411,482+2+0%$1.3M$1.2M-$112.7K2026-10-20
Seelaus Asset Management LLC
DECREASED11,46213,607-2,145-16%$1.6M$1.2M-$364.6K2026-10-14
Allegheny Financial Group
DECREASED11,41011,590-180-2%$1.4M$1.2M-$133.3K2026-11-05
Precedent Wealth Partners, LLC
DECREASED11,37814,867-3,489-23%$1.7M$1.2M-$521.7K2026-10-21
PUREfi Wealth, LLC
INCREASED11,3769,025+2,351+26%$1.1M$1.2M+$164.3K2026-10-19
CWC Advisors, Llc.
INCREASED11,36411,325+39+0%$1.3M$1.2M-$107.1K2026-10-15
Princeton Global Asset Management LLC
DECREASED11,35011,647-297-3%$1.4M$1.2M-$146.5K2026-10-21
Peoples Bank
UNCHANGED11,34011,34000%$1.3M$1.2M-$111.5K2026-10-09
Magnus Financial Group LLC
INCREASED11,33211,172+160+1%$1.3M$1.2M-$92.7K2026-10-21
Aljian Capital Management, LLC
INCREASED11,31311,253+60+1%$1.3M$1.2M-$104.2K2026-10-28
Shum Financial Group, Inc.
INCREASED11,30711,210+97+1%$1.3M$1.2M-$99.8K2026-10-13
Integral Investment Advisors, Inc.
UNCHANGED11,30611,30600%$1.3M$1.2M-$111.1K2026-11-03
WealthCare Investment Partners, LLC
DECREASED11,27912,542-1,263-10%$1.5M$1.2M-$259.4K2026-11-05
Focused Wealth Management, Inc
INCREASED11,24410,878+366+3%$1.3M$1.2M-$67.5K2026-10-30
Home Federal Bank of Tennessee
INCREASED11,23611,036+200+2%$1.3M$1.2M-$87.0K2026-10-15
Leelyn Smith, LLC
DECREASED11,21347,019-35,806-76%$5.5M$1.2M-$4.3M2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED11,16210,969+193+2%$1.3M$1.2M-$87.1K2026-10-16
Mindset Wealth Management, LLC
DECREASED11,15011,350-200-2%$1.3M$1.2M-$133.0K2026-10-19
Acropolis Investment Management, LLC
INCREASED11,14010,795+345+3%$1.3M$1.2M-$69.0K2026-10-08
DSG Capital Advisors, LLC
INCREASED11,1278,764+2,363+27%$1.0M$1.2M+$171.4K2026-11-05
waypoint wealth counsel
INCREASED11,10410,823+281+3%$1.3M$1.2M-$76.1K2026-10-22
TSP Capital Management Group, LLC
UNCHANGED11,10011,10000%$1.3M$1.2M-$109.1K2026-10-15
Ashton Thomas Securities, LLC
INCREASED11,08710,408+679+7%$1.2M$1.2M-$12.1K2026-10-26
Gilpin Wealth Management, LLC
INCREASED11,08210,811+271+3%$1.3M$1.2M-$77.1K2026-10-09
Rise Advisors, LLC
INCREASED11,0599,754+1,305+13%$1.1M$1.2M+$44.6K2026-10-16
Sun Group Wealth Partners
UNCHANGED11,05811,05800%$1.3M$1.2M-$108.7K2026-10-26
Farmers & Merchants Trust Co of Long Beach
INCREASED11,0279,959+1,068+11%$1.2M$1.2M+$17.1K2026-10-22
One Wealth Capital Management, LLC
INCREASED11,0075,573+5,434+98%$654.6K$1.2M+$530.1K2026-10-23
Cornerstone Advisory, LLC
INCREASED10,99110,767+224+2%$1.3M$1.2M-$81.8K2026-11-06
Werba Rubin Papier Wealth Management
DECREASED10,97517,677-6,702-38%$2.1M$1.2M-$895.2K2026-11-06
Smith Thornton Advisors LLC
INCREASED10,97510,927+48+0%$1.3M$1.2M-$121.8K2026-10-16
Legacy Trust
DECREASED10,97011,067-97-1%$1.3M$1.1M-$153.5K2026-11-06
Compass Ion Advisors, LLC
INCREASED10,9559,905+1,050+11%$1.2M$1.2M+$15.6K2026-10-23
Third View Private Wealth, LLC
INCREASED10,9529,970+982+10%$1.2M$1.2M+$7.6K2026-10-30
Charles Schwab Trust Co
INCREASED10,91310,439+474+5%$1.2M$1.2M-$51.6K2026-10-15
StoryOne LLC
INCREASED10,8945,413+5,481+101%$635.8K$1.2M+$536.7K2026-10-13
Asahi Life Asset Management Co., Ltd.
DECREASED10,88611,245-359-3%$1.3M$1.2M-$149.2K2026-11-06
Berman McAleer LLC
DECREASED10,86911,009-140-1%$1.3M$1.2M-$123.3K2026-10-16
CenterStar Asset Management, LLC
NEW10,864—+10,864——$1.2M—2026-10-09
Powell Investment Advisors, LLC
UNCHANGED10,85710,85700%$1.3M$1.2M-$106.7K2026-10-22
Marino, Stram & Associates LLC
INCREASED10,84810,843+5+0%$1.3M$1.2M-$106.1K2026-10-22
QTR Family Wealth, LLC
INCREASED10,80510,643+162+2%$1.3M$1.2M-$87.2K2026-11-02
Gemmer Asset Management LLC
INCREASED10,79010,768+22+0%$1.3M$1.2M-$103.5K2026-10-16
LVZ, Inc.
INCREASED10,78110,295+486+5%$1.2M$1.2M-$48.9K2026-10-20
Ejmk Ventures LLC
INCREASED10,76810,220+548+5%$1.2M$1.2M-$41.5K2026-10-21
Machina Capital S.A.S.
NEW10,734—+10,734——$1.2M—2026-11-05
Wolff Financial Management LLC
UNCHANGED10,70710,70700%$1.3M$1.2M-$105.3K2026-10-23
Trueblood Wealth Management, LLC
INCREASED10,62710,403+224+2%$1.2M$1.1M-$78.2K2026-10-23
Legal Advantage Investments, Inc.
UNCHANGED10,62210,62200%$1.2M$1.1M-$104.4K2026-10-13
Canandaigua National Trust Co of Florida
NEW10,580—+10,580——$1.1M—2026-10-07
Emergent Wealth Advisors, LLC
DECREASED10,56712,732-2,165-17%$1.5M$1.1M-$354.0K2026-10-09
Bullock Wealth Management Group
INCREASED10,55010,419+131+1%$1.2M$1.1M-$71.8K2026-10-09
Iron Financial LLC
INCREASED10,5402,243+8,297+370%$263.5K$1.1M+$871.0K2026-10-23
Edgemoor Investment Advisors, Inc.
INCREASED10,51110,319+192+2%$1.2M$1.1M-$80.8K2026-11-03
Beaumont Financial Advisors, LLC
DECREASED10,50910,537-280%$1.2M$1.1M-$106.7K2026-10-22
Endeavor Private Wealth, Inc.
DECREASED10,48212,641-2,159-17%$1.5M$1.1M-$356.6K2026-11-05
Centennial Wealth Advisory LLC
INCREASED10,45810,137+321+3%$1.2M$1.1M-$63.9K2026-10-16
Sunburst Financial Group, LLC
INCREASED10,45710,419+38+0%$1.2M$1.1M-$98.3K2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED10,4338,235+2,198+27%$964.4K$1.1M+$158.5K2026-10-13
Atticus Wealth Management, LLC
DECREASED10,35710,446-89-1%$1.2M$1.1M-$112.2K2026-10-20
First Citizens Financial Corp
UNCHANGED10,35310,35300%$1.2M$1.1M-$101.8K2026-10-02
Prentice Wealth Management LLC
DECREASED10,33111,042-711-6%$1.3M$1.1M-$185.1K2026-10-20
Park Edge Advisors, LLC
DECREASED10,32312,384-2,061-17%$1.5M$1.1M-$343.6K2026-10-28
Xcel Wealth Management, LLC
INCREASED10,3239,138+1,185+13%$1.1M$1.1M+$37.7K2026-10-26
Jefferies Financial Group Inc.
DECREASED10,28432,438-22,154-68%$3.8M$1.1M-$2.7M2026-11-05
Abacus Wealth Partners, LLC
DECREASED10,26910,715-446-4%$1.3M$1.1M-$153.3K2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED10,2008,037+2,163+27%$944.1K$1.1M+$153.8K2026-10-29
Nadler Financial Group, Inc.
INCREASED10,1749,779+395+4%$1.1M$1.1M-$53.6K2026-10-23
Uptick Partners, LLC
INCREASED10,1709,938+232+2%$1.2M$1.1M-$72.7K2026-11-04
Asset Planning,Inc
INCREASED10,15310,139+14+0%$1.2M$1.1M-$98.1K2026-10-26
First Bancorp, Inc
DECREASED10,15110,159-80%$1.2M$1.1M-$100.7K2026-10-26
Segment Wealth Management, LLC
INCREASED10,14410,103+41+0%$1.2M$1.1M-$94.9K2026-10-26
LexAurum Advisors, LLC
DECREASED10,13410,291-157-2%$1.2M$1.1M-$118.1K2026-10-19
Clear Creek Financial Management, LLC
INCREASED10,1089,906+202+2%$1.2M$1.1M-$75.6K2026-10-28
Financial Symmetry Inc
INCREASED10,1079,333+774+8%$1.1M$1.1M-$8.4K2026-10-06
55 North Private Wealth, LLC
INCREASED10,1079,648+459+5%$1.1M$1.1M-$45.4K2026-10-20
Signal Advisors Wealth, LLC
INCREASED10,0749,128+946+10%$1.1M$1.1M+$12.1K2026-10-13
Paragon Private Wealth Management, LLC
DECREASED10,05812,690-2,632-21%$1.5M$1.1M-$408.0K2026-10-20
Orrstown Financial Services Inc
DECREASED10,05410,170-116-1%$1.2M$1.1M-$112.5K2026-10-14
Sanders Morris Harris LLC
NEW10,053—+10,053——$1.1M—2026-10-14
Karras Company, Inc.
DECREASED10,05310,405-352-3%$1.2M$1.1M-$140.2K2026-10-16
Aspetuck Financial Management LLC
INCREASED10,0369,936+100+1%$1.2M$1.1M-$86.9K2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED10,00910,041-320%$1.0M$771.3K-$256.8K2026-11-04
Donoghue Forlines LLC
DECREASED9,94532,897-22,952-70%$3.9M$1.1M-$2.8M2026-11-02
Virtue Capital Management, LLC
INCREASED9,9446,558+3,386+52%$770.3K$1.1M+$299.9K2026-10-29
Tranquility Partners, LLC
INCREASED9,9209,400+520+6%$1.1M$1.1M-$36.4K2026-10-20
Mccarter Private Wealth Services LLC
INCREASED9,8819,865+16+0%$1.2M$1.1M-$95.3K2026-10-22
SP Asset Management LLC
INCREASED9,8419,805+36+0%$1.2M$1.1M-$92.6K2026-11-05
Center for Financial Planning, Inc.
INCREASED9,8409,595+245+3%$1.1M$1.1M-$68.0K2026-10-26
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED9,7989,79800%$1.2M$1.1M-$96.3K2026-10-26
Towercrest Capital Management
UNCHANGED9,7919,79100%$1.2M$1.1M-$96.2K2026-10-23
Hummer Financial Advisory Services Inc
DECREASED9,7559,855-100-1%$1.2M$1.0M-$107.6K2026-10-09
Canton Hathaway, LLC
UNCHANGED9,7389,73800%$1.1M$1.0M-$95.7K2026-10-23
Hilton Head Capital Partners, LLC
DECREASED9,72710,932-1,205-11%$1.3M$1.0M-$237.2K2026-10-23
Lake Street Private Wealth, LLC
DECREASED9,7219,758-370%$1.1M$1.0M-$100.0K2026-10-22
Edge Wealth Management LLC
INCREASED9,7179,522+195+2%$1.1M$1.0M-$69.2K2026-10-13
Partnership Wealth Management, LLC
UNCHANGED9,7009,70000%$1.1M$1.0M-$95.4K2026-10-05
Integrity Advisory Solutions, LLC
INCREASED9,6957,167+2,528+35%$841.8K$1.0M+$201.7K2026-10-29
Harmony Asset Management LLC
INCREASED9,6948,404+1,290+15%$987.1K$1.0M+$56.2K2026-10-20
Lodestar Private Asset Management LLC
INCREASED9,6719,165+506+6%$1.1M$1.0M-$35.6K2026-10-26
Blue Capital, Inc.
DECREASED9,65322,911-13,258-58%$2.7M$1.0M-$1.7M2026-10-13
Markowski Investments
DECREASED9,6249,832-208-2%$1.2M$1.0M-$119.0K2026-10-30
Sacks & Associates, LLC
DECREASED9,5969,875-279-3%$1.1M$1.0M-$112.6K2026-10-09
Trust Co of Oklahoma
DECREASED9,5829,757-175-2%$1.1M$1.0M-$114.7K2026-10-15
Acorn Wealth Advisors, LLC
INCREASED9,5678,988+579+6%$1.1M$1.0M-$26.1K2026-10-19
Hubbell Strickland Wealth Management, LLC
DECREASED9,5359,747-212-2%$1.1M$1.0M-$118.6K2026-10-29
May Hill Capital, LLC
INCREASED9,5259,210+315+3%$1.1M$1.0M-$56.6K2026-11-03
Ridgewood Investments LLC
UNCHANGED9,4959,49500%$1.1M$1.0M-$93.3K2026-10-05
AMI Asset Management Corp
INCREASED9,4819,414+67+1%$1.1M$1.0M-$85.3K2026-10-20
W Advisors, LLC
INCREASED9,4739,424+49+1%$1.1M$1.0M-$87.4K2026-11-02
Bright Futures Wealth Management, Llc.
INCREASED9,4479,446+1+0%$1.1M$1.0M-$92.8K2026-10-23
Quantum Financial Advisors, LLC
DECREASED9,4309,659-229-2%$1.1M$1.0M-$119.6K2026-11-03
Arcataur Capital Management LLC
UNCHANGED9,4229,42200%$1.1M$1.0M-$92.6K2026-10-21
Regent Peak Wealth Advisors LLC
INCREASED9,4219,031+390+4%$1.1M$1.0M-$46.8K2026-10-13
Veracity Capital LLC
INCREASED9,4088,277+1,131+14%$972.3K$1.0M+$40.3K2026-10-08
MBA Advisors LLC
DECREASED9,3909,499-109-1%$1.1M$1.0M-$105.1K2026-10-29
Post Resch Tallon Group Inc.
DECREASED9,3439,563-220-2%$1.1M$1.0M-$117.6K2026-10-09
Laurel OAK Wealth Management, LLC
INCREASED9,3319,258+73+1%$1.1M$1.0M-$83.2K2026-10-19
First Financial Corp
DECREASED9,2949,360-66-1%$1.1M$1.0M-$99.1K2026-10-13
Bernicke Wealth Management, Ltd.
INCREASED9,2888,688+600+7%$1.0M$999.6K-$20.9K2026-11-06
Legacy Advisors, LLC
DECREASED9,2729,386-114-1%$1.1M$998.0K-$104.4K2026-10-19
TrustBank
DECREASED9,2629,367-105-1%$1.1M$996.9K-$103.4K2026-10-20
Garner Asset Management Corp
DECREASED9,2529,350-98-1%$1.1M$1.0M-$78.4K2026-10-30
Anchor Capital Advisors LLC
DECREASED9,23910,109-870-9%$1.2M$994.4K-$193.0K2026-11-05
Hartline Investment Corp/
DECREASED9,22527,232-18,007-66%$3.2M$992.9K-$2.2M2026-10-29
Alliance Wealth Management Group
UNCHANGED9,1919,19100%$1.1M$989.2K-$90.3K2026-10-29
Foster Group, Inc.
DECREASED9,1759,710-535-6%$1.1M$987.5K-$153.0K2026-10-13
Centurion Wealth Management LLC
INCREASED9,1449,113+31+0%$1.1M$984.2K-$86.3K2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED9,1239,619-496-5%$1.1M$982.0K-$147.9K2026-10-08
Southern Financial Group, LLC
DECREASED9,1199,211-92-1%$1.1M$981.5K-$100.5K2026-10-30
James T. Borello RIA
INCREASED9,1149,027+87+1%$1.1M$981.0K-$79.3K2026-10-16
Grandfield & Dodd, LLC
DECREASED9,1119,742-631-6%$1.1M$980.6K-$163.7K2026-10-29
Absolute Capital Management, LLC
NEW9,106—+9,106——$980.1K—2026-10-16
Steph & Co
DECREASED9,0649,521-457-5%$1.1M$975.6K-$142.8K2026-10-07
Dagco, Inc.
DECREASED9,0499,054-50%$1.1M$974.0K-$89.5K2026-10-20
CFM Wealth Partners LLC
UNCHANGED9,0459,04500%$1.1M$973.5K-$88.9K2026-11-05
Ellis Investment Partners, LLC
DECREASED9,0369,100-64-1%$1.1M$972.7K-$96.2K2026-10-21
Clear Trail Advisors, LLC
DECREASED9,03510,374-1,339-13%$1.2M$972.5K-$246.1K2026-10-20
Obermeyer Wealth Partners
DECREASED9,0229,094-72-1%$1.1M$971.0K-$97.2K2026-10-21
Salvus Wealth Management, LLC
DECREASED9,00011,237-2,237-20%$1.3M$968.6K-$351.2K2026-10-13
Avail Investment Partners, LLC
DECREASED8,9789,063-85-1%$1.1M$966.3K-$98.2K2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED8,9728,97200%$1.1M$966.0K-$88.0K2026-10-26
Manske Wealth Management
DECREASED8,9639,157-194-2%$1.1M$964.7K-$110.9K2026-10-26
Patrick M Sweeney & Associates, Inc
DECREASED8,9638,983-200%$1.1M$964.7K-$90.4K2026-10-22
AdviceOne Advisory Services, LLC
NEW8,938—+8,938——$962.0K—2026-10-19
PKS Advisory Services, LLC
UNCHANGED8,9338,93300%$1.0M$1.0M$02026-10-26
Apollon Financial, LLC
DECREASED8,9298,982-53-1%$1.1M$961.0K-$94.0K2026-10-23
Weaver Consulting Group
DECREASED8,9208,981-61-1%$1.1M$960.0K-$94.8K2026-10-07
Whalen Wealth Management Inc.
INCREASED8,9178,545+372+4%$1.0M$959.7K-$44.0K2026-10-08
Accel Wealth Management
DECREASED8,9178,929-120%$1.0M$959.8K-$89.1K2026-10-13
Armstrong, Fleming & Moore, Inc
UNCHANGED8,8478,84700%$1.0M$952.2K-$87.0K2026-10-28
Blue Fin Capital, Inc.
UNCHANGED8,8458,84500%$1.0M$952.0K-$86.9K2026-10-28
Southern Michigan Bank & Trust
DECREASED8,8149,642-828-9%$1.1M$948.7K-$183.9K2026-10-19
RM Financial Services, LLC
INCREASED8,8078,780+27+0%$1.0M$947.9K-$83.4K2026-11-03
Silverlake Wealth Management LLC
INCREASED8,7878,562+225+3%$1.0M$945.8K-$59.9K2026-10-21
Balboa Wealth Partners
DECREASED8,78412,479-3,695-30%$1.5M$945.4K-$520.3K2026-10-20
Abound Wealth Management
INCREASED8,7812,936+5,845+199%$344.9K$945.1K+$600.2K2026-10-26
Mitchell Sinkler & Starr
UNCHANGED8,7538,75300%$1.0M$942.1K-$86.0K2026-10-13
Invested Advisors
DECREASED8,7398,908-169-2%$1.0M$940.6K-$105.8K2026-10-23
HBW Advisory Services LLC
INCREASED8,7388,714+24+0%$1.0M$940.5K-$83.1K2026-10-15
Gould Asset Management LLC
DECREASED8,7178,720-30%$1.0M$938.2K-$86.0K2026-11-06
Paragon Capital Management Ltd
DECREASED8,7058,727-220%$1.0M$936.9K-$88.3K2026-10-09
Symmetry Partners, LLC
INCREASED8,6858,235+450+5%$967.3K$934.7K-$32.5K2026-10-27
Madrona Financial Services, LLC
INCREASED8,6438,618+25+0%$1.0M$930.2K-$82.0K2026-10-23
Hardy Reed LLC
INCREASED8,6358,286+349+4%$973.3K$929.4K-$43.9K2026-11-06
Boyd Watterson Asset Management LLC
DECREASED8,5918,834-243-3%$1.0M$924.7K-$113.0K2026-11-06
Reflection Asset Management
DECREASED8,5888,628-400%$1.0M$924.3K-$89.1K2026-10-28
Syverson Strege & Co
DECREASED8,5868,692-106-1%$1.0M$924.1K-$96.8K2026-11-02
Burk Holdings LLC
INCREASED8,5697,596+973+13%$892.3K$922.3K+$30.1K2026-11-05
Guyasuta Investment Advisors Inc
DECREASED8,5608,960-400-4%$1.1M$921.3K-$131.1K2026-10-15
Financial Partners Group, Inc
DECREASED8,5599,346-787-8%$1.1M$921.3K-$176.5K2026-10-19
BigSur Wealth Management LLC
INCREASED8,5128,373+139+2%$983.5K$916.1K-$67.3K2026-10-13
First National Bank Sioux Falls
UNCHANGED8,4778,47700%$716.3K$912.4K+$196.1K2026-10-13
Greenspring Advisors, LLC
INCREASED8,4607,865+595+8%$923.8K$910.5K-$13.3K2026-11-05
Key Capital Management, Inc
INCREASED8,4334,012+4,421+110%$471.3K$918.5K+$447.3K2026-11-03
MPS Loria Financial Planners, LLC
INCREASED8,4058,379+26+0%$984.2K$904.6K-$79.6K2026-10-14
Norris Perne & French LLP
INCREASED8,4038,326+77+1%$978.0K$904.4K-$73.6K2026-10-23
Alessandra Capital Management, LLC
INCREASED8,3957,640+755+10%$897.4K$903.6K+$6.2K2026-10-30
Sutton Place Investors LLC
INCREASED8,3887,904+484+6%$928.4K$902.8K-$25.6K2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED8,3888,789-401-5%$1.0M$946.3K-$86.0K2026-10-09
Scratch Capital LLC
DECREASED8,3799,561-1,182-12%$1.1M$901.8K-$221.2K2026-11-02
Aviso Wealth Management
INCREASED8,3598,353+6+0%$981.2K$899.7K-$81.4K2026-11-04
IFG Advisors, LLC
DECREASED8,3358,434-99-1%$990.6K$897.1K-$93.6K2026-10-15
Impact Capital Partners LLC
DECREASED8,3048,471-167-2%$995.0K$893.8K-$101.3K2026-10-22
Integris Wealth Management, LLC
UNCHANGED8,2878,28700%$973.4K$891.9K-$81.5K2026-10-14
Advisortrust Partners, LLC
INCREASED8,2743,976+4,298+108%$467.0K$890.5K+$423.5K2026-11-02
Burns J W & Co Inc
DECREASED8,2739,023-750-8%$1.1M$890.4K-$169.4K2026-10-20
BridgePort Financial Solutions, LLC
INCREASED8,2567,668+588+8%$900.7K$888.6K-$12.1K2026-11-02
Walker Asset Management, LLC
INCREASED8,2008,099+101+1%$951.3K$882.6K-$68.7K2026-10-13
Exchange Bank
DECREASED8,1798,325-146-2%$977.9K$880.3K-$97.5K2026-10-07
Corps Capital Advisors, LLC
INCREASED8,1798,178+1+0%$960.6K$880.3K-$80.3K2026-11-05
AGH Wealth Advisors, LLC
DECREASED8,1788,493-315-4%$997.6K$880.2K-$117.4K2026-10-26
Cushing Capital Partners, LLC
INCREASED8,1737,298+875+12%$857.2K$879.6K+$22.4K2026-10-20
Gallacher Capital Management LLC
NEW8,166—+8,166——$878.9K—2026-10-30
Wealth Science Advisors LLC
DECREASED8,1348,360-226-3%$982.0K$875.5K-$106.5K2026-10-09
W.H. Cornerstone Investments Inc.
DECREASED8,0948,159-65-1%$958.4K$871.1K-$87.3K2026-11-03
Windsor Capital Management, LLC
INCREASED8,0747,907+167+2%$928.8K$869.0K-$59.8K2026-10-13
Amplius Wealth Advisors, LLC
INCREASED8,0647,652+412+5%$898.8K$867.9K-$30.9K2026-10-20
Southland Equity Partners LLC
INCREASED8,0607,875+185+2%$925.0K$867.5K-$57.5K2026-10-14
Fell Capital Management
DECREASED8,0588,158-100-1%$958.2K$867.3K-$91.0K2026-10-09
Financial Insights, Inc.
INCREASED8,0357,459+576+8%$876.1K$864.8K-$11.3K2026-10-27
Lakeside Advisors, Inc.
DECREASED8,0168,413-397-5%$988.2K$862.8K-$125.4K2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED7,9846,907+1,077+16%$811.3K$859.3K+$48.0K2026-11-02
Hoxton Planning & Management, LLC
DECREASED7,9758,095-120-1%$950.8K$858.4K-$92.4K2026-10-15
Howard Capital Management Group, LLC
INCREASED7,9747,574+400+5%$889.6K$858.2K-$31.4K2026-10-16
Syntegra Private Wealth Group, LLC
DECREASED7,9708,082-112-1%$949.3K$857.8K-$91.5K2026-10-13
Journey Advisory Group, LLC
UNCHANGED7,9577,95700%$934.6K$856.4K-$78.2K2026-11-04
Bellecapital International Ltd.
NEW7,952—+7,952——$855.9K—2026-10-21
Baxter Bros Inc
DECREASED7,9508,007-57-1%$940.5K$855.6K-$84.8K2026-11-04
Brucke Financial, Inc.
INCREASED7,9457,592+353+5%$891.8K$855.2K-$36.6K2026-10-23
Jacobsen Capital Management
DECREASED7,9068,035-129-2%$943.8K$850.9K-$92.9K2026-10-27
Lynx Investment Advisory
DECREASED7,9018,121-220-3%$953.9K$850.4K-$103.4K2026-10-27
Heartwood Wealth Advisors LLC
INCREASED7,8977,185+712+10%$844.0K$850.0K+$6.0K2026-10-05
Vann Equity Management LLC
INCREASED7,8817,386+495+7%$867.6K$848.2K-$19.4K2026-10-08
WealthPLAN Partners, LLC
INCREASED7,8706,768+1,102+16%$795.0K$847.0K+$52.0K2026-10-15
Philadelphia Trust Co
INCREASED7,8697,175+694+10%$843.0K$847.0K+$4.0K2026-11-05
Rebalance, LLC
DECREASED7,8347,881-47-1%$925.7K$843.2K-$82.5K2026-10-22
Archer Investment Corp
INCREASED7,8235,588+2,235+40%$656.4K$842.0K+$185.6K2026-11-05
Kuhn & Co Investment Counsel
INCREASED7,8187,073+745+11%$830.8K$841.5K+$10.7K2026-10-29
Worth Asset Management, LLC
DECREASED7,77316,842-9,069-54%$2.0M$836.6K-$1.1M2026-10-07
POM Investment Strategies, LLC
INCREASED7,762455+7,307+1606%$53.4K$835.4K+$782.0K2026-10-20
Corundum Trust Company, Inc
UNCHANGED7,7567,75600%$911.0K$834.8K-$76.2K2026-10-29
Tortoise Investment Management, LLC
INCREASED7,7556,030+1,725+29%$708.3K$834.7K+$126.4K2026-11-06
Verum Partners LLC
DECREASED7,7287,751-230%$910.4K$831.8K-$78.7K2026-10-21
Regatta Capital Group, LLC
INCREASED7,7227,292+430+6%$856.5K$831.2K-$25.3K2026-10-23
Stableford Capital II LLC
DECREASED7,7147,740-260%$909.1K$830.3K-$78.9K2026-10-09
Live Oak Investment Partners
DECREASED7,7118,083-372-5%$949.4K$829.9K-$119.5K2026-10-23
Peoples Bank
DECREASED7,7107,860-150-2%$923.2K$829.8K-$93.4K2026-10-26
Union Savings Bank
DECREASED7,7007,887-187-2%$926.4K$828.7K-$97.7K2026-10-14
Capital Advantage, Inc.
INCREASED7,6915,741+1,950+34%$674.3K$827.8K+$153.5K2026-10-14
TMB Capital Partners, LLC
UNCHANGED7,6437,64300%$897.8K$822.7K-$75.1K2026-10-20
Blake Schutter Theil Wealth Advisors, LLC
DECREASED7,6197,956-337-4%$934.5K$820.0K-$114.5K2026-11-02
Eubel Brady & Suttman Asset Management Inc
INCREASED7,5997,579+20+0%$890.0K$818.0K-$72.0K2026-11-04
AM Investment Strategies LLC
INCREASED7,5827,138+444+6%$838.0K$816.0K-$22.0K2026-11-05
Norway Savings Bank
UNCHANGED7,5757,57500%$889.8K$815.3K-$74.5K2026-10-20
RKL Wealth Management LLC
DECREASED7,5698,328-759-9%$978.2K$814.7K-$163.6K2026-10-16
Professional Advisory Services Inc
INCREASED7,5687,528+40+1%$884.0K$815.0K-$69.0K2026-10-08
BankPlus Wealth Management LLC
DECREASED7,5437,582-39-1%$890.6K$811.9K-$78.8K2026-10-13
Waters Parkerson & Co., LLC
DECREASED7,5349,242-1,708-18%$1.1M$810.9K-$274.7K2026-11-04
Avantra Family Wealth, Inc.
DECREASED7,5308,621-1,091-13%$1.0M$810.5K-$202.2K2026-10-20
Clark Asset Management, LLC
DECREASED7,5277,580-53-1%$890.3K$810.1K-$80.2K2026-10-19
Mosley Wealth Management
INCREASED7,5176,990+527+8%$821.0K$825.8K+$4.7K2026-10-16
Langley Wealth Management, LLC
DECREASED7,5127,567-55-1%$888.8K$808.5K-$80.2K2026-11-04
NWF Advisory Services Inc.
DECREASED7,4968,079-583-7%$949.0K$806.8K-$142.2K2026-10-19
Harbour Trust & Investment Management Co
INCREASED7,4907,475+15+0%$878.0K$806.1K-$71.9K2026-10-28
CGC Financial Services, LLC
DECREASED7,4657,511-46-1%$882.2K$803.5K-$78.8K2026-10-13
Griffin Asset Management, Inc.
DECREASED7,4647,514-50-1%$882.6K$803.4K-$79.2K2026-10-22
GEM Asset Management, LLC
INCREASED7,4377,286+151+2%$855.8K$800.4K-$55.4K2026-10-13
Baker Tilly Wealth Management, LLC
DECREASED7,4318,293-862-10%$974.1K$799.8K-$174.3K2026-10-05
Rainier Family Wealth Inc
INCREASED7,4247,270+154+2%$853.9K$799.0K-$54.9K2026-11-02
Physician Wealth Advisors, Inc.
INCREASED7,4147,378+36+0%$866.7K$798.0K-$68.7K2026-10-20
Three Magnolias Financial Advisors, LLC
DECREASED7,4008,169-769-9%$955.3K$796.5K-$158.8K2026-10-14
Planned Solutions, Inc.
DECREASED7,3967,456-60-1%$875.7K$796.0K-$79.7K2026-10-19
Buckhead Capital Management LLC
DECREASED7,3947,544-150-2%$886.1K$795.8K-$90.3K2026-11-03
EdgeRock Capital LLC
INCREASED7,3717,060+311+4%$829.2K$793.4K-$35.9K2026-11-03
Mitchell Capital Management Co
DECREASED7,3687,863-495-6%$923.6K$793.0K-$130.6K2026-10-29
MW Advisory, LLC
INCREASED7,3665,594+1,772+32%$657.0K$792.8K+$135.7K2026-10-19
Kohmann Bosshard Financial Services, LLC
INCREASED7,3456,272+1,073+17%$736.7K$790.5K+$53.7K2026-11-04
Barrett & Company, Inc.
INCREASED7,3426,369+973+15%$748.1K$790.3K+$42.2K2026-10-22
First Heartland Consultants, Inc.
INCREASED7,3326,106+1,226+20%$717.2K$789.2K+$72.0K2026-10-08
Fulton Breakefield Broenniman LLC
INCREASED7,3297,229+100+1%$849.1K$788.8K-$60.3K2026-11-03
Rosenberg Matthew Hamilton
INCREASED7,3136,692+621+9%$786.0K$787.1K+$1.1K2026-10-05
Valicenti Advisory Services Inc
DECREASED7,3127,431-119-2%$873.0K$787.0K-$86.0K2026-10-23
EagleClaw Capital Managment, LLC
INCREASED7,3105,575+1,735+31%$654.8K$786.8K+$131.9K2026-11-06
Lebenthal Global Advisors, LLC
INCREASED7,3106,730+580+9%$790.5K$786.8K-$3.7K2026-10-28
Cherokee Insurance Co
UNCHANGED7,3007,30000%$857.5K$785.7K-$71.8K2026-11-05
FDx Advisors, Inc.
DECREASED7,2957,703-408-5%$905.0K$785.0K-$120.0K2026-11-05
Signature Equity Partners, LLC
INCREASED7,2946,839+455+7%$803.3K$785.0K-$18.3K2026-10-29
Schear Investment Advisers, LLC
NEW7,293—+7,293——$785.0K—2026-10-14
Tempo Wealth, LLC
INCREASED7,2936,400+893+14%$751.8K$785.0K+$33.2K2026-10-14
TSG Advice Partners, LLC
NEW7,286—+7,286——$855.8K—2026-10-29
Cranbrook Wealth Management, LLC
DECREASED7,2787,294-160%$856.8K$783.3K-$73.5K2026-10-28
Falcon Wealth Planning
DECREASED7,2697,283-140%$855.5K$782.3K-$73.2K2026-11-06
Cape Investment Advisory, Inc.
INCREASED7,2506,974+276+4%$819.2K$780.4K-$38.8K2026-10-13
Signature Resources Capital Management, LLC
INCREASED7,2127,210+2+0%$846.9K$776.2K-$70.7K2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED7,2097,201+8+0%$845.8K$775.9K-$69.9K2026-10-09
Rothwell Investment Advisors, LLC
NEW7,199—+7,199——$774.8K—2026-11-06
Veratis Advisors, Inc.
UNCHANGED7,1917,19100%$844.7K$774.0K-$70.7K2026-11-03
Blodgett Wealth Advisors, LLC
DECREASED7,1627,660-498-6%$899.8K$770.8K-$129.0K2026-10-23
Independent Wealth Network Inc.
DECREASED7,1627,303-141-2%$857.8K$770.9K-$87.0K2026-10-19
Financial Solutions Advisory Group, Inc.
DECREASED7,1577,311-154-2%$865.0K$768.6K-$96.4K2026-10-28
DWR Wealth Management, LLC
INCREASED7,1547,129+25+0%$839.0K$765.0K-$74.0K2026-10-13
NIA Impact Advisors, LLC
INCREASED7,1516,241+910+15%$733.0K$769.7K+$36.7K2026-11-04
Silvia Mccoll Wealth Management, LLC
DECREASED7,1277,177-50-1%$843.0K$767.1K-$75.9K2026-10-07
Augustine Asset Management Inc
INCREASED7,1236,366+757+12%$747.8K$766.6K+$18.9K2026-10-13
Armstrong Advisory Group, Inc
INCREASED7,1207,117+3+0%$835.9K$766.3K-$69.6K2026-10-09
Capital Advisors, Ltd. LLC
INCREASED7,1046,904+200+3%$811.0K$765.0K-$46.0K2026-10-27
Reliant Investment Management, LLC
INCREASED7,0996,876+223+3%$807.7K$764.1K-$43.6K2026-10-14
Mendel Money Management
DECREASED7,0869,084-1,998-22%$1.1M$762.7K-$304.3K2026-11-02
North Forty Two & Co.
DECREASED7,0387,138-100-1%$838.4K$757.5K-$80.9K2026-10-19
Cypress Asset Management Inc
UNCHANGED7,0307,03000%$825.7K$756.6K-$69.1K2026-10-09
Affinity Capital Advisors, LLC
INCREASED7,0146,375+639+10%$726.6K$830.4K+$103.8K2026-10-13
True North Advisors, LLC
INCREASED7,0046,879+125+2%$808.0K$753.8K-$54.2K2026-10-22
Doliver Advisors, LP
DECREASED7,0027,272-270-4%$854.2K$753.6K-$100.5K2026-10-01
Columbia Bank
INCREASED6,9996,837+162+2%$803.1K$753.3K-$49.8K2026-10-29
Next Level Private LLC
DECREASED6,9947,000-60%$822.2K$752.8K-$69.5K2026-10-20
Fonville Wealth Management LLC
INCREASED6,9884,749+2,239+47%$557.8K$752.1K+$194.3K2026-10-28
Northstar Asset Management Co
DECREASED6,9256,950-250%$793.5K$742.8K-$50.7K2026-10-22
Trace Wealth Advisors, LLC
DECREASED6,9197,671-752-10%$901.0K$744.7K-$156.3K2026-10-30
Legacy Edge Advisors, LLC
INCREASED6,9146,252+662+11%$734.4K$744.2K+$9.8K2026-11-06
Guardian Partners Inc.
UNCHANGED6,9056,90500%$811.1K$743.2K-$67.9K2026-10-21
Community Trust & Investment Co
UNCHANGED6,8796,87900%$808.0K$740.4K-$67.6K2026-10-15
Kingsman Wealth Management, Inc.
DECREASED6,8729,280-2,408-26%$1.1M$739.6K-$350.4K2026-10-13
Beacon Financial Advisory LLC
INCREASED6,8406,507+333+5%$764.3K$736.2K-$28.1K2026-10-16
Western Financial Corp
NEW6,831—+6,831——$735.2K—2026-10-14
Correct Capital Wealth Management
INCREASED6,8276,745+82+1%$792.2K$734.8K-$57.4K2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED6,8197,149-330-5%$839.7K$734.0K-$105.7K2026-10-21
Triumph Capital Management
INCREASED6,8184,013+2,805+70%$471.4K$733.8K+$262.5K2026-10-14
JB Capital LLC
DECREASED6,7906,963-173-2%$817.9K$730.9K-$87.0K2026-10-19
Caliber Wealth Management, LLC / KS
INCREASED6,7836,247+536+9%$733.8K$730.1K-$3.7K2026-11-04
Cortland Associates Inc
UNCHANGED6,7736,77300%$796.0K$729.0K-$67.0K2026-10-29
Maple Capital Management, Inc.
DECREASED6,7607,345-585-8%$862.8K$727.6K-$135.2K2026-11-02
Huntleigh Advisors, Inc.
INCREASED6,7576,665+92+1%$782.9K$727.3K-$55.6K2026-11-03
Traynor Capital Management, Inc.
INCREASED6,7546,239+515+8%$732.9K$726.9K-$6.0K2026-10-29
Steel Grove Capital Advisors, LLC
DECREASED6,7458,755-2,010-23%$1.0M$726.0K-$302.4K2026-10-13
Weinberger Asset Management, Inc
INCREASED6,7416,679+62+1%$774.7K$725.5K-$49.2K2026-10-28
Key Client Fiduciary Advisors, LLC
INCREASED6,7206,699+21+0%$786.8K$723.3K-$63.5K2026-10-19
Ifrah Financial Services, Inc.
DECREASED6,7166,875-159-2%$807.5K$722.9K-$84.6K2026-10-13
Junk Investment Group, LLC
INCREASED6,7046,367+337+5%$747.8K$721.5K-$26.3K2026-10-19
TritonPoint Partners, LLC
DECREASED6,70013,739-7,039-51%$1.6M$721.1K-$892.7K2026-11-05
Arlington Trust Co LLC
INCREASED6,6946,122+572+9%$719.1K$720.5K+$1.4K2026-10-20
Clearwater Capital Advisors, LLC
INCREASED6,6936,593+100+2%$774.4K$720.4K-$54.0K2026-11-06
Broadway Wealth Solutions, Inc.
DECREASED6,6876,745-58-1%$792.2K$719.8K-$72.4K2026-10-21
Miramontes Capital, LLC
DECREASED6,6856,873-188-3%$807.3K$719.5K-$87.8K2026-10-19
Northland Securities, Inc.
DECREASED6,6737,077-404-6%$831.3K$718.2K-$113.1K2026-11-02
White Lighthouse Investment Management Inc.
INCREASED6,6736,573+100+2%$772.0K$718.2K-$53.8K2026-10-21
TrueWealth Advisors, LLC
INCREASED6,6706,662+8+0%$782.6K$717.9K-$64.7K2026-10-09
Founders Grove Wealth Partners, LLC
INCREASED6,6136,012+601+10%$706.2K$711.8K+$5.6K2026-10-16
Earned Wealth Advisors, LLC
INCREASED6,6015,067+1,534+30%$595.2K$710.5K+$115.3K2026-11-06
Acima Private Wealth, LLC
UNCHANGED6,5916,59100%$774.2K$709.4K-$64.8K2026-10-05
Plan A Wealth LLC
DECREASED6,5806,852-272-4%$804.8K$708.2K-$96.6K2026-10-08
Schneider Downs Wealth Management Advisors, LP
INCREASED6,5595,223+1,336+26%$613.5K$706.0K+$92.5K2026-10-27
WealthSpring Partners, LLC
DECREASED6,5559,359-2,804-30%$1.1M$705.5K-$393.8K2026-10-14
Cadent Capital Advisors, LLC
INCREASED6,5366,519+17+0%$765.7K$703.4K-$62.2K2026-10-09
Old Mission Investment Co LLC
DECREASED6,5086,567-59-1%$771.4K$700.5K-$70.9K2026-10-22
Pictet North America Advisors SA
UNCHANGED6,5006,50000%$760.4K$696.9K-$63.6K2026-10-21
Prairie Advisory, LLC
INCREASED6,4963,042+3,454+114%$357.3K$699.1K+$341.9K2026-10-19
Simplify Asset Management Inc.
DECREASED6,49416,904-10,410-62%$2.0M$698.9K-$1.3M2026-10-27
Connecticut Capital Management Group, LLC
INCREASED6,4946,394+100+2%$751.0K$699.0K-$52.1K2026-10-29
Palacios Wealth Management, LLC
INCREASED6,4825,223+1,259+24%$613.5K$697.7K+$84.1K2026-11-04
Certified Advisory Corp
INCREASED6,4625,861+601+10%$688.4K$695.5K+$7.1K2026-10-29
Marin Bay Wealth Advisors, LLC
INCREASED6,4616,448+13+0%$757.4K$695.4K-$62.0K2026-10-28
West Bancorporation Inc
DECREASED6,4608,385-1,925-23%$984.9K$695.3K-$289.6K2026-10-29
Sterling Wealth Management, Inc.
UNCHANGED6,4386,43800%$756.2K$692.9K-$63.3K2026-10-23
Argentarii, LLC
DECREASED6,4256,443-180%$775.9K$691.5K-$84.4K2026-10-28
Proathlete Wealth Management LLC
INCREASED6,4185,754+664+12%$676.1K$690.9K+$14.8K2026-10-15
Wagner Wealth Management, LLC
DECREASED6,4066,418-120%$753.8K$689.5K-$64.3K2026-10-21
BG Investment Services, LLC
NEW6,405—+6,405——$689.3K—2026-10-23
Gimbal Financial
UNCHANGED6,3766,37600%$748.9K$686.2K-$62.7K2026-10-19
FAI Advisors, Inc.
DECREASED6,3386,486-148-2%$761.8K$682.2K-$79.7K2026-10-27
Indiana Trust & Investment Management Co
DECREASED6,3246,574-250-4%$772.2K$680.7K-$91.5K2026-10-22
Ullmann Wealth Partners Group, LLC
DECREASED6,3106,496-186-3%$763.0K$679.2K-$83.9K2026-11-02
Decision Investments, Inc
UNCHANGED6,2876,28700%$738.5K$676.7K-$61.8K2026-10-07
MV Capital Management, Inc.
DECREASED6,2646,330-66-1%$743.5K$674.2K-$69.3K2026-10-29
State of Wyoming
INCREASED6,2503,290+2,960+90%$386.4K$672.7K+$286.2K2026-10-28
Financial Council, LLC
UNCHANGED6,2366,23600%$732.5K$671.2K-$61.3K2026-11-02
Sage Private Wealth Group, LLC
INCREASED6,2125,486+726+13%$644.3K$668.6K+$24.2K2026-10-21
McLean Asset Management Corp
DECREASED6,2106,328-118-2%$733.9K$594.4K-$139.5K2026-11-06
Plante Moran Financial Advisors, LLC
DECREASED6,2066,696-490-7%$786.5K$668.0K-$118.5K2026-11-04
Altrius Capital Management Inc
DECREASED6,1736,256-83-1%$734.8K$664.4K-$70.4K2026-11-05
Total Investment Management Inc
UNCHANGED6,1726,17200%$715.9K$664.3K-$51.6K2026-10-22
Burton Enright Welch
INCREASED6,1636,123+40+1%$719.3K$663.4K-$55.9K2026-11-04
Prevail Innovative Wealth Advisors, LLC
INCREASED6,1612,954+3,207+109%$347.0K$723.3K+$376.3K2026-10-20
Altus Wealth Group LLC
DECREASED6,1606,510-350-5%$764.7K$663.0K-$101.7K2026-10-20
Independent Investors Inc
UNCHANGED6,1606,16000%$723.6K$663.0K-$60.6K2026-10-30
LifeSteps Financial, Inc.
DECREASED6,1446,567-423-6%$771.4K$661.2K-$110.1K2026-10-15
SeaBridge Investment Advisors LLC
INCREASED6,1305,423+707+13%$637.0K$659.8K+$22.8K2026-11-02
Riverbend Wealth Management, LLC
DECREASED6,1146,157-43-1%$723.2K$658.0K-$65.2K2026-10-15
Blue Bell Private Wealth Management, LLC
INCREASED6,1005,646+454+8%$663.2K$656.6K-$6.6K2026-10-29
Firethorn Wealth Partners, LLC
DECREASED6,0806,288-208-3%$738.6K$654.3K-$84.3K2026-10-14
Golden State Wealth Management, LLC
DECREASED6,0756,207-132-2%$729.2K$653.9K-$75.2K2026-11-02
Avaii Wealth Management, LLC
INCREASED6,0685,476+592+11%$643.2K$680.8K+$37.6K2026-10-09
Baker Ellis Asset Management LLC
UNCHANGED6,0646,06400%$712.3K$652.7K-$59.6K2026-10-14
Bayban
UNCHANGED6,0586,05800%$711.6K$711.6K$02026-11-05
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED6,0386,03800%$709.2K$649.9K-$59.4K2026-10-27
Bernardo Wealth Planning LLC
INCREASED6,0362,910+3,126+107%$341.8K$649.6K+$307.9K2026-10-23
Summit Asset Management, LLC
INCREASED6,0365,987+49+1%$703.2K$649.6K-$53.6K2026-11-05
Spartan Planning & Wealth Management
DECREASED6,0318,021-1,990-25%$942.2K$649.1K-$293.0K2026-10-13
Symphony Financial, Ltd. Co.
INCREASED6,0205,998+22+0%$705.4K$648.5K-$57.0K2026-10-22
Green Ridge Wealth Planning LLC
INCREASED6,0175,927+90+2%$696.2K$647.6K-$48.6K2026-10-08
TBH Global Asset Management, LLC
INCREASED6,0154,732+1,283+27%$555.8K$647.4K+$91.6K2026-11-03
KFA Private Wealth Group, LLC
INCREASED6,0065,742+264+5%$674.5K$646.5K-$28.0K2026-10-07
MAD River Investors
UNCHANGED6,0006,00000%$704.8K$645.8K-$59.0K2026-10-27
San Luis Wealth Advisors LLC
DECREASED5,9726,202-230-4%$728.5K$642.7K-$85.8K2026-10-27
Clear Wave Wealth Management LLC
INCREASED5,9635,640+323+6%$662.5K$641.8K-$20.7K2026-11-04
First Bank & Trust
DECREASED5,9636,023-60-1%$707.5K$641.8K-$65.7K2026-10-19
New England Professional Planning Group Inc.
UNCHANGED5,9455,94500%$698.3K$639.9K-$58.4K2026-10-29
Semus Wealth Partners LLC
INCREASED5,9395,817+122+2%$683.3K$639.2K-$44.1K2026-10-22
Verity Asset Management, Inc.
INCREASED5,9365,655+281+5%$664.3K$638.8K-$25.4K2026-10-30
City Center Advisors, LLC
INCREASED5,9365,932+4+0%$696.8K$638.9K-$57.9K2026-10-08
Central Valley Advisors, LLC
DECREASED5,9319,185-3,254-35%$1.1M$638.3K-$440.5K2026-10-27
SJS Investment Consulting Inc.
INCREASED5,9295,618+311+6%$659.9K$638.1K-$21.8K2026-10-26
Whelan Financial
INCREASED5,9194,851+1,068+22%$569.8K$637.1K+$67.2K2026-10-28
Capital Management Associates, Inc
DECREASED5,9125,976-64-1%$701.9K$636.3K-$65.6K2026-10-20
Quaker Wealth Management, LLC
INCREASED5,8975,755+142+2%$676.0K$634.6K-$41.4K2026-10-22
OAK Family Advisors, LLC
INCREASED5,8945,429+465+9%$637.7K$634.4K-$3.3K2026-10-19
ADE, LLC
INCREASED5,8885,849+39+1%$687.0K$633.7K-$53.3K2026-10-29
Heritage Investment Group, Inc.
INCREASED5,8855,783+102+2%$679.3K$633.4K-$45.9K2026-11-03
Cambridge Financial Group, LLC
UNCHANGED5,8855,88500%$691.2K$691.2K$02026-10-06
Mountain Pacific Investment Advisers LLC
INCREASED5,8795,429+450+8%$637.7K$632.7K-$4.9K2026-10-29
Cypress Point Wealth Management, LLC
INCREASED5,8634,988+875+18%$585.9K$631.1K+$45.2K2026-11-03
Park Capital Management, LLC / WI
INCREASED5,8545,827+27+0%$684.5K$630.1K-$54.4K2026-10-13
Luts & Greenleigh Group, Inc.
UNCHANGED5,8345,83400%$685.2K$627.9K-$57.3K2026-11-05
Heritage Wealth Management, Inc.
DECREASED5,8265,928-102-2%$696.2K$627.0K-$69.2K2026-10-27
Trust Co
DECREASED5,8035,849-46-1%$687.0K$624.6K-$62.4K2026-10-09
Fulcrum Wealth Advisors, LLC
DECREASED5,7755,923-148-2%$695.7K$621.6K-$74.2K2026-10-16
Sage Mountain Advisors LLC
DECREASED5,7746,797-1,023-15%$798.4K$720.7K-$77.7K2026-11-02
Crown Wealth Group, LLC
INCREASED5,7665,719+47+1%$671.8K$620.6K-$51.2K2026-10-19
Kingdom Financial Group Llc.
INCREASED5,7645,464+300+5%$641.8K$620.3K-$21.5K2026-11-04
Richardson Financial Services Inc.
INCREASED5,7445,189+555+11%$609.5K$618.2K+$8.7K2026-10-30
Old Second National Bank of Aurora
DECREASED5,7337,366-1,633-22%$865.2K$617.0K-$248.2K2026-10-22
Uptown Financial Advisors LLC
INCREASED5,7284,387+1,341+31%$515.3K$616.5K+$101.2K2026-10-15
Seven Mile Advisory
DECREASED5,7215,973-252-4%$701.6K$615.8K-$85.8K2026-10-22
Salomon & Ludwin, LLC
DECREASED5,6916,332-641-10%$740.9K$612.5K-$128.4K2026-10-29
Harbour Capital Advisors, LLC
UNCHANGED5,6895,68900%$690.1K$612.3K-$77.8K2026-10-13
Canvas Wealth Advisors, LLC
DECREASED5,6876,923-1,236-18%$813.2K$617.6K-$195.6K2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW5,671—+5,671——$616.8K—2026-10-15
Piedmont Capital Management, LLC
UNCHANGED5,6695,66900%$665.9K$610.2K-$55.7K2026-10-21
Burford Brothers, Inc.
INCREASED5,6575,639+18+0%$662.3K$608.8K-$53.5K2026-10-21
Cora Capital Advisors LLC
INCREASED5,6475,466+181+3%$642.1K$607.7K-$34.3K2026-11-02
Aire Advisors, LLC
DECREASED5,6425,682-40-1%$667.4K$607.2K-$60.2K2026-10-22
Able Wealth Management LLC
DECREASED5,6365,905-269-5%$693.6K$635.8K-$57.7K2026-10-13
Sitrin Capital Management LLC
UNCHANGED5,6035,60300%$658.1K$603.1K-$55.1K2026-10-19
1900 Wealth Management LLC
INCREASED5,6015,277+324+6%$619.8K$602.8K-$17.0K2026-10-13
WT Wealth Management
DECREASED5,5937,647-2,054-27%$898.2K$602.0K-$296.2K2026-10-13
Peak Wealth Management LLC
UNCHANGED5,5855,58500%$656.0K$596.0K-$60.0K2026-10-26
Lifestyle Asset Management, Inc.
INCREASED5,5844,937+647+13%$579.9K$601.0K+$21.1K2026-10-20
C2c Wealth Management, LLC
UNCHANGED5,5695,56900%$654.1K$599.4K-$54.7K2026-10-20
McKinley Carter Wealth Services, Inc.
INCREASED5,5435,491+52+1%$645.0K$596.6K-$48.4K2026-10-16
Headland Capital, LLC
DECREASED5,5398,169-2,630-32%$959.5K$596.1K-$363.4K2026-11-06
Forest Hill Capital, LLC
DECREASED5,5317,531-2,000-27%$884.6K$595.3K-$289.3K2026-11-05
Armor Investment Advisors, LLC
INCREASED5,5265,506+20+0%$646.7K$594.8K-$52.0K2026-10-27
Evansbrook LLC
INCREASED5,5155,274+241+5%$619.5K$593.6K-$25.9K2026-10-16
MMA Asset Management LLC
DECREASED5,5146,048-534-9%$710.4K$593.5K-$116.9K2026-11-02
Fire Capital Management LLC
DECREASED5,5125,744-232-4%$674.7K$593.3K-$81.4K2026-10-27
Gables Capital Management Inc.
UNCHANGED5,5105,51000%$647.2K$593.0K-$54.2K2026-11-04
Samalin Investment Counsel, LLC
INCREASED5,4975,484+13+0%$644.1K$591.7K-$52.4K2026-10-23
Quilter Plc
DECREASED5,4957,020-1,525-22%$824.6K$591.4K-$233.1K2026-10-21
Values Added Financial LLC
INCREASED5,4895,480+9+0%$643.7K$590.8K-$52.9K2026-10-28
Hengehold Capital Management LLC
DECREASED5,4786,277-799-13%$737.3K$589.6K-$147.8K2026-10-16
North Berkeley Wealth Management, LLC
UNCHANGED5,4645,46400%$641.8K$588.1K-$53.7K2026-11-02
Watchman Group, Inc.
INCREASED5,4515,254+197+4%$617.1K$586.7K-$30.4K2026-10-16
Marathon Capital Management
INCREASED5,4435,173+270+5%$607.7K$585.8K-$21.8K2026-10-23
Teza Capital Management LLC
INCREASED5,4403,570+1,870+52%$419.3K$585.5K+$166.2K2026-10-23
Fishman JAY A LTD
UNCHANGED5,4305,43000%$637.8K$584.4K-$53.4K2026-10-26
RDA Financial Network
DECREASED5,4236,143-720-12%$721.5K$583.7K-$137.9K2026-10-15
Intergy Private Wealth, LLC
INCREASED5,4134,935+478+10%$579.7K$582.6K+$2.9K2026-10-16
Strategic Advisors LLC
DECREASED5,4096,607-1,198-18%$776.0K$582.2K-$193.8K2026-10-13
Griffith & Werner, Inc.
INCREASED5,4095,408+1+0%$635.0K$582.1K-$52.9K2026-11-04
Abner Herrman & Brock LLC
INCREASED5,3955,307+88+2%$623.0K$581.0K-$42.0K2026-10-20
Ascentis Wealth Management, LLC
INCREASED5,3664,726+640+14%$555.1K$577.5K+$22.4K2026-11-03
TriaGen Wealth Management LLC
DECREASED5,34417,793-12,449-70%$2.1M$575.2K-$1.5M2026-10-14
Channel Wealth LLC
INCREASED5,3345,264+70+1%$618.3K$574.1K-$44.2K2026-11-06
Mine & Arao Wealth Creation & Management, Llc.
DECREASED5,3295,528-199-4%$649.3K$573.5K-$75.8K2026-10-29
Clearwave Capital, LLC
INCREASED5,3224,773+549+12%$560.6K$572.8K+$12.1K2026-10-27
Maia Wealth LLC
INCREASED5,2985,191+107+2%$609.7K$570.2K-$39.5K2026-10-19
Capital Squared Financial LLC
DECREASED5,2915,298-70%$622.3K$569.4K-$52.9K2026-10-30
WealthPoint Financial, LLC
INCREASED5,2845,258+26+0%$617.6K$568.8K-$48.8K2026-11-03
Dakota Community Bank & Trust NA
DECREASED5,2795,617-338-6%$659.8K$568.2K-$91.6K2026-10-09
Cascade Investment Group, Inc.
UNCHANGED5,2775,27700%$619.8K$568.0K-$51.9K2026-10-13
CPA Asset Management Group, LLC
DECREASED5,2755,335-60-1%$626.7K$567.7K-$58.9K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5,27223,758-18,486-78%$2.8M$567.5K-$2.2M2026-10-14
Diversified Portfolios, Inc.
INCREASED5,2654,684+581+12%$550.2K$566.7K+$16.5K2026-11-04
Barton Investment Management
INCREASED5,2605,080+180+4%$596.7K$566.1K-$30.6K2026-10-27
Prosperity Financial Group, Inc.
DECREASED5,2535,878-625-11%$690.5K$565.4K-$125.1K2026-10-29
Johnson Bixby & Associates, LLC
INCREASED5,2372,891+2,346+81%$339.5K$563.7K+$224.2K2026-10-14
Dillon & Associates Inc
DECREASED5,2255,413-188-3%$633.0K$564.0K-$69.0K2026-10-22
Spinnaker Investment Group, LLC
INCREASED5,2125,099+113+2%$598.9K$561.0K-$37.9K2026-10-13
Global Assets Advisory, LLC
UNCHANGED5,2115,21100%$607.0K$585.7K-$21.3K2026-10-28
Warburton Capital Management, LLC
DECREASED5,2075,490-283-5%$644.0K$536.2K-$107.8K2026-11-06
Titleist Asset Management, LLC
INCREASED5,2054,702+503+11%$552.2K$560.2K+$7.9K2026-10-08
Noesis Capital Mangement Corp
INCREASED5,2042,319+2,885+124%$272.4K$560.2K+$287.8K2026-10-26
Mattern Wealth Management LLC
UNCHANGED5,1935,19300%$610.0K$558.9K-$51.0K2026-11-04
Blume Capital Management, Inc.
UNCHANGED5,1895,18900%$609.5K$558.5K-$51.0K2026-10-26
Westover Capital Advisors, LLC
INCREASED5,1574,148+1,009+24%$487.2K$555.0K+$67.8K2026-10-26
Austin Wealth Management, LLC
INCREASED5,1565,151+5+0%$576.6K$592.4K+$15.8K2026-11-06
Nixon Peabody Trust Co
DECREASED5,1445,148-40%$604.6K$553.6K-$51.0K2026-10-23
Catalyst Investment Management LLC
INCREASED5,1445,143+1+0%$604.1K$553.6K-$50.5K2026-10-21
Grace & White Inc
UNCHANGED5,1405,14000%$603.7K$553.2K-$50.5K2026-10-23
Elser Financial Planning, Inc
INCREASED5,1365,092+44+1%$598.0K$552.7K-$45.3K2026-10-16
Hall Laurie J Trustee
DECREASED5,1205,305-185-3%$623.1K$551.1K-$72.1K2026-10-06
Pine Haven Investment Counsel, Inc
UNCHANGED5,1195,11900%$601.3K$551.0K-$50.3K2026-11-02
Generali Investments, Management Co LLC
DECREASED5,11624,407-19,291-79%$2.9M$550.6K-$2.3M2026-10-19
Sage Investment Counsel LLC
INCREASED5,1125,111+1+0%$600.4K$550.2K-$50.2K2026-10-26
Myriad Asset Management US LP
NEW5,085—+5,085——$547.0K—2026-11-03
Jackson Creek Investment Advisors LLC
DECREASED5,0858,441-3,356-40%$979$547.0K+$546.0K2026-11-04
Kavar Capital Partners Group, LLC
DECREASED5,0815,997-916-15%$704.4K$546.9K-$157.5K2026-11-06
North Capital, Inc.
DECREASED5,0705,220-150-3%$613.2K$583.5K-$29.7K2026-10-16
Redwood Park Advisors LLC
INCREASED5,0614,750+311+7%$557.9K$544.7K-$13.2K2026-11-02
Shakespeare Wealth Management, LLC
INCREASED5,0604,096+964+24%$481.1K$544.6K+$63.5K2026-10-28
Marietta Wealth Management, LLC
UNCHANGED5,0415,04100%$592.1K$572.9K-$19.3K2026-10-22
New Covenant Trust Company, N.A.
INCREASED5,0244,307+717+17%$505.9K$540.7K+$34.8K2026-10-08
Meridian Financial Partners LLC
DECREASED5,0195,094-75-1%$569.4K$551.4K-$18.0K2026-10-23
Fingerlakes Wealth Management, Inc.
DECREASED5,0175,056-39-1%$593.9K$540.0K-$53.8K2026-11-04
Financial Planning Fort Collins, LLC
UNCHANGED5,0145,01400%$593.2K$539.7K-$53.5K2026-10-16
IMPACTfolio, LLC
UNCHANGED4,9964,99600%$586.8K$537.7K-$49.1K2026-10-28
Balance Wealth Partners LLC
DECREASED4,9946,042-1,048-17%$709.7K$537.5K-$172.2K2026-10-27
R Squared Ltd
INCREASED4,9922,906+2,086+72%$341.3K$537.3K+$196.0K2026-11-06
JSF Financial, LLC
INCREASED4,9823,657+1,325+36%$429.6K$536.2K+$106.6K2026-10-22
Legacy Wealth Management, LLC / MS
DECREASED4,9794,991-120%$586.2K$535.9K-$50.4K2026-10-30
Raab & Moskowitz Asset Management LLC
DECREASED4,9765,050-74-1%$593.1K$535.6K-$57.5K2026-11-02
Eurizon SLJ Capital Ltd
DECREASED4,9755,583-608-11%$655.8K$535.5K-$120.3K2026-11-06
Montis Financial, LLC
DECREASED4,9655,183-218-4%$608.8K$534.4K-$74.4K2026-11-04
Nabity-Jensen Investment Management Inc
UNCHANGED4,9654,96500%$583.2K$534.4K-$48.8K2026-10-23
Armbruster Capital Management, Inc.
INCREASED4,9454,820+125+3%$566.2K$532.2K-$33.9K2026-10-19
Insight Advisors, LLC/ PA
DECREASED4,9454,986-41-1%$585.5K$532.3K-$53.2K2026-10-22
Rose Capital Advisors LLC
INCREASED4,9283,804+1,124+30%$446.8K$530.4K+$83.6K2026-11-04
Ariadne Wealth Management, LP
INCREASED4,9284,414+514+12%$518.5K$530.4K+$11.9K2026-11-06
Journey Retirement Planning & Investment Management LLC
INCREASED4,9274,198+729+17%$493.0K$530.4K+$37.4K2026-10-09
Summit Securities Group LLC
NEW4,921—+4,921——$529.6K—2026-11-05
Kozak & Associates, Inc.
INCREASED4,9054,899+6+0%$573.2K$541.0K-$32.2K2026-10-29
Ulrich Consultants & Investment Group, LLC
NEW4,904—+4,904——$527.8K—2026-10-13
Wakefield Asset Management Lllp
INCREASED4,8904,686+204+4%$550.4K$526.3K-$24.1K2026-11-05
Dala Group, LLC
INCREASED4,8844,393+491+11%$516.0K$525.7K+$9.7K2026-10-29
Unique Wealth, LLC
INCREASED4,8803,114+1,766+57%$365.8K$525.2K+$159.5K2026-10-16
Orca Investment Management, LLC
NEW4,866—+4,866——$523.7K—2026-10-29
Jmac Enterprises LLC
DECREASED4,8625,162-300-6%$606.3K$523.3K-$83.0K2026-10-30
Lynch Investment Planning, LLC
DECREASED4,8614,888-27-1%$574.1K$523.2K-$51.0K2026-10-27
Warwick Investment Management, Inc.
DECREASED4,8514,860-90%$570.9K$522.1K-$48.7K2026-10-19
Revisor Wealth Management LLC
INCREASED4,8484,393+455+10%$516.0K$522.6K+$6.5K2026-10-20
Gerber, LLC
DECREASED4,8414,872-31-1%$572.3K$521.1K-$51.2K2026-10-21
First Community Trust NA
INCREASED4,8233,443+1,380+40%$404.4K$519.1K+$114.7K2026-10-07
Crumly & Associates Inc.
INCREASED4,8234,653+170+4%$546.5K$519.1K-$27.5K2026-10-07
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED4,8093,453+1,356+39%$405.6K$517.7K+$112.0K2026-10-14
AUA Capital Management, LLC
UNCHANGED4,8064,80600%$564.5K$517.3K-$47.2K2026-10-15
Human Investing LLC
DECREASED4,7925,118-326-6%$601.1K$515.8K-$85.3K2026-10-19
Warren Street Wealth Advisors, LLC
INCREASED4,7864,738+48+1%$556.5K$515.2K-$41.4K2026-11-04
Skyline Advisors, Inc.
INCREASED4,7694,448+321+7%$522.5K$513.3K-$9.2K2026-11-03
Kaydan Wealth Management, Inc.
DECREASED4,7655,222-457-9%$613.4K$512.9K-$100.5K2026-10-08
Shira Ridge Wealth Management
DECREASED4,7654,895-130-3%$574.9K$512.8K-$62.1K2026-10-09
Detalus Advisors, LLC
INCREASED4,7574,622+135+3%$542.9K$512.0K-$30.9K2026-10-15
Wealth Group, Ltd.
DECREASED4,75232,251-27,499-85%$3.8M$511.0K-$3.3M2026-10-30
First Growth Capital LLC
UNCHANGED4,7374,73700%$556.4K$509.8K-$46.6K2026-10-15
Gratus Wealth Advisors, LLC
INCREASED4,7354,363+372+9%$512.5K$509.6K-$2.9K2026-10-26
Fermata Advisors, LLC
INCREASED4,7334,440+293+7%$521.5K$509.5K-$12.1K2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED4,7325,372-640-12%$631.0K$509.3K-$121.7K2026-10-13
Optivise Advisory Services LLC
DECREASED4,7305,470-740-14%$642.5K$509.1K-$133.4K2026-10-19
Foundation Wealth Management, Llc\pa
INCREASED4,7234,658+65+1%$547.2K$508.3K-$38.9K2026-10-14
Globalt Investments LLC / GA
UNCHANGED4,7234,72300%$554.8K$508.3K-$46.4K2026-10-27
WestHill Financial Advisors, Inc.
DECREASED4,7214,928-207-4%$578.8K$508.1K-$70.7K2026-10-14
One Day In July LLC
UNCHANGED4,7204,72000%$554.5K$508.1K-$46.4K2026-10-30
Graves Light Lenhart Wealth, Inc.
UNCHANGED4,7184,71800%$554.2K$507.8K-$46.4K2026-10-09
Master's Wealth Management Inc.
INCREASED4,7164,492+224+5%$527.7K$507.5K-$20.2K2026-10-22
Sigma Investment Counselors Inc
DECREASED4,7135,474-761-14%$643.0K$507.2K-$135.7K2026-10-27
Vista Capital Partners, Inc.
INCREASED4,7024,473+229+5%$525.4K$506.1K-$19.3K2026-11-06
Hamilton Capital, LLC
DECREASED4,7024,815-113-2%$565.6K$506.1K-$59.5K2026-10-08
Millennium Capital Advisors, LLC
DECREASED4,7014,708-70%$553.1K$506.0K-$47.1K2026-10-16
WPG Advisers, LLC
DECREASED4,6984,812-114-2%$565.2K$505.6K-$59.6K2026-10-27
Lincoln Capital Corp
DECREASED4,6814,687-60%$550.5K$503.8K-$46.7K2026-10-13
August Group Capital Ltd
DECREASED4,6804,723-43-1%$554.6K$503.6K-$51.0K2026-10-14
RFG - Bristol Wealth Advisors, LLC
INCREASED4,6764,320+356+8%$507.4K$503.3K-$4.1K2026-10-09
Successful Portfolios LLC
INCREASED4,6674,647+20+0%$556.3K$526.2K-$30.2K2026-10-09
Cardinal Strategic Wealth Guidance
UNCHANGED4,6664,66600%$548.1K$502.2K-$45.9K2026-11-02
Five Oceans Advisors
DECREASED4,6556,174-1,519-25%$725.2K$501.0K-$224.2K2026-10-22
Ascent Wealth Partners, LLC
INCREASED4,6534,593+60+1%$539.5K$500.8K-$38.6K2026-10-23
American National Bank & Trust
DECREASED4,6365,027-391-8%$590.4K$499.0K-$91.5K2026-10-07
Wealth Management Partners, LLC
DECREASED4,6325,054-422-8%$593.6K$498.5K-$95.1K2026-10-21
Powers Advisory Group, LLC
DECREASED4,6264,656-30-1%$546.8K$497.9K-$48.9K2026-10-14
Henderson Brothers Financial Partners, LLC
DECREASED4,6264,636-100%$544.5K$497.9K-$46.6K2026-11-03
Marks Group Wealth Management, Inc
DECREASED4,6165,424-808-15%$637.1K$496.8K-$140.3K2026-11-05
LongView Wealth Management
INCREASED4,6064,398+208+5%$516.6K$495.7K-$20.8K2026-10-19
Family Capital Management, Inc.
INCREASED4,5892,511+2,078+83%$294.9K$494.0K+$199.1K2026-11-03
Willner & Heller, LLC
INCREASED4,5844,567+17+0%$536.5K$493.3K-$43.2K2026-10-28
Echo45 Advisors LLC
NEW4,570—+4,570——$491.8K—2026-10-07
Heck Capital Advisors, LLC
DECREASED4,5684,649-81-2%$546.1K$491.7K-$54.4K2026-10-14
DT Investment Partners, LLC
UNCHANGED4,5624,56200%$535.9K$491.0K-$44.8K2026-10-27
Goldstein Advisors, LLC
INCREASED4,5384,133+405+10%$485.5K$488.4K+$3.0K2026-10-15
TFC Financial Management, Inc.
DECREASED4,5384,550-120%$534.5K$488.5K-$46.0K2026-10-26
Peterson Wealth Services
INCREASED4,5373,846+691+18%$451.7K$488.3K+$36.6K2026-10-26
Greater Midwest Financial Group, LLC
INCREASED4,5324,522+10+0%$531.2K$487.8K-$43.4K2026-10-13
Fairscale Capital, LLC
INCREASED4,5254,500+25+1%$528.6K$472.9K-$55.7K2026-11-04
Garrett Wealth Advisory Group, LLC
DECREASED4,5224,546-24-1%$534.0K$486.7K-$47.3K2026-10-22
Sound Portfolio Advisors, LLC
INCREASED4,5184,478+40+1%$526.0K$486.3K-$39.7K2026-11-05
Websterrogers Financial Advisors, LLC
UNCHANGED4,5164,51600%$530.4K$486.1K-$44.4K2026-11-02
Castle Rock Wealth Management, LLC
DECREASED4,5144,836-322-7%$565.8K$532.4K-$33.5K2026-10-09
Allied Investment Advisors, LLC
UNCHANGED4,5084,50800%$529.5K$485.2K-$44.3K2026-10-13
AA Financial Advisors, LLC
DECREASED4,5014,960-459-9%$582.6K$484.4K-$98.2K2026-10-19
IvyRock Asset Management (HK) Ltd
UNCHANGED4,5004,50000%$528.6K$484.3K-$44.2K2026-11-06
Harrell Investment Partners, LLC
INCREASED4,4994,498+1+0%$528.4K$484.3K-$44.1K2026-10-15
Saratoga Research & Investment Management
UNCHANGED4,4934,49300%$527.7K$483.6K-$44.2K2026-10-16
Aull & Monroe Investment Management Corp
DECREASED4,4924,892-400-8%$574.6K$483.5K-$91.1K2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED4,4771,818+2,659+146%$213.6K$481.9K+$268.3K2026-10-26
Bluedoor Private Wealth, LLC
DECREASED4,4554,479-24-1%$526.1K$479.5K-$46.6K2026-11-05
B.O.S.S. Retirement Advisors, LLC
DECREASED4,4525,469-1,017-19%$642.4K$479.1K-$163.3K2026-10-26
Narus Financial Partners, LLC
INCREASED4,4524,326+126+3%$508.1K$479.2K-$29.0K2026-10-19
Jm2 Capital Inc.
INCREASED4,4394,354+85+2%$511.4K$477.8K-$33.6K2026-10-14
Asset Advisory Group, Inc.
UNCHANGED4,4314,43100%$520.5K$476.9K-$43.6K2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED4,4194,41900%$519.1K$475.6K-$43.4K2026-10-16
Arvest Investments, Inc.
NEW4,401—+4,401——$473.7K—2026-10-21
World Equity Group, Inc.
DECREASED4,38717,239-12,852-75%$2.0M$472.2K-$1.6M2026-10-14
Zega Investments, LLC
NEW4,376—+4,376——$471.0K—2026-11-04
Renasant Bank
INCREASED4,3574,330+27+1%$508.6K$468.9K-$39.7K2026-11-05
Compass Capital Management, Inc
INCREASED4,3502,350+2,000+85%$276.0K$468.2K+$192.2K2026-11-06
Redwood Financial Network Corp
INCREASED4,3394,337+2+0%$509.5K$467.0K-$42.5K2026-11-03
Beacon Capital Management, LLC
DECREASED4,3274,906-579-12%$576.3K$465.7K-$110.6K2026-10-23
Convergence Financial, LLC
DECREASED4,3249,398-5,074-54%$1.1M$465.4K-$638.6K2026-10-27
Balentine LLC
DECREASED4,3245,544-1,220-22%$651.2K$465.4K-$185.8K2026-11-03
FCG Investment Co
INCREASED4,3213,996+325+8%$469.4K$465.1K-$4.3K2026-10-13
Matisse Capital
UNCHANGED4,2914,29100%$504.0K$461.9K-$42.1K2026-10-29
Lloyd Advisory Services, Llc.
DECREASED4,2794,286-70%$503.4K$460.6K-$42.8K2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED4,2774,269+8+0%$501.4K$460.3K-$41.2K2026-10-06
South Shore Capital Advisors
UNCHANGED4,2624,26200%$500.6K$458.7K-$41.9K2026-10-20
Entrust Financial LLC
INCREASED4,2584,237+21+1%$497.7K$458.3K-$39.5K2026-11-04
Reston Wealth Management LLC
INCREASED4,2503,850+400+10%$452.2K$457.5K+$5.2K2026-10-29
S&A Financial Services, Inc.
INCREASED4,2444,239+5+0%$497.9K$456.8K-$41.0K2026-11-03
Nicholas Wealth, Llc.
INCREASED4,2383,550+688+19%$416.9K$456.1K+$39.1K2026-10-26
Bond & Devick Financial Network, Inc.
DECREASED4,2344,519-285-6%$530.8K$455.7K-$75.1K2026-10-23
Financial Freedom, LLC
INCREASED4,2344,226+8+0%$496.4K$455.7K-$40.7K2026-11-06
Tenet Wealth Partners, LLC
INCREASED4,2334,187+46+1%$479.7K$455.6K-$24.1K2026-10-19
Vision Capital Management, Inc.
DECREASED4,2315,697-1,466-26%$669.2K$455.4K-$213.8K2026-10-20
Isthmus Partners, LLC
INCREASED4,2293,319+910+27%$389.9K$455.2K+$65.3K2026-10-21
James J. Burns & Company, LLC
UNCHANGED4,2294,22900%$496.7K$455.2K-$41.5K2026-10-22
Owl Creek Wealth Partners LLC
DECREASED4,2144,623-409-9%$543.0K$453.6K-$89.5K2026-10-20
Security Financial Services, Inc.
DECREASED4,2114,237-26-1%$497.7K$453.2K-$44.4K2026-10-29
Ledgewood Wealth Advisors, LLC
UNCHANGED4,2004,20000%$493.3K$452.0K-$41.3K2026-10-09
Rahlfs Capital, LLC
UNCHANGED4,2004,20000%$493.3K$452.0K-$41.3K2026-10-23
Wiregrass Investment Management LLC
UNCHANGED4,1994,19900%$493.2K$451.9K-$41.3K2026-11-05
Birch Hill Investment Advisors LLC
DECREASED4,1964,291-95-2%$504.0K$451.6K-$52.4K2026-10-16
Kroeger Financial Partners
UNCHANGED4,1914,19100%$492.3K$451.1K-$41.2K2026-10-19
MQS Management LLC
NEW4,182—+4,182——$450.1K—2026-11-06
Sloy Dahl & Holst, LLC
UNCHANGED4,1724,17200%$490.0K$449.0K-$41.0K2026-10-14
MB, Levis & Associates, LLC
DECREASED4,1694,171-20%$489.9K$448.7K-$41.2K2026-10-16
Roof Eidam Maycock Peralta, LLC
UNCHANGED4,1594,15900%$488.5K$447.6K-$40.9K2026-10-15
XY Planning Network, Inc.
INCREASED4,1552,897+1,258+43%$340.3K$447.2K+$106.9K2026-10-14
VAN Strum & Towne Inc.
INCREASED4,1403,285+855+26%$385.9K$445.6K+$59.7K2026-11-06
Tanager Wealth Management LLP
INCREASED4,1242,825+1,299+46%$331.8K$443.9K+$112.0K2026-10-19
Bright Financial Advisors, Inc.
UNCHANGED4,1224,12200%$484.2K$443.7K-$40.5K2026-10-23
Lantern Wealth Advisors, LLC
INCREASED4,1213,584+537+15%$421.0K$443.6K+$22.6K2026-10-22
Arta Finance Wealth Management LLC
INCREASED4,1123,246+866+27%$379.9K$440.9K+$61.0K2026-10-28
Argent Capital Management LLC
UNCHANGED4,1094,10900%$482.6K$442.3K-$40.4K2026-10-05
Richwood Investment Advisors, LLC
DECREASED4,1024,147-45-1%$487.1K$441.5K-$45.6K2026-10-30
Seed Wealth Management, Inc.
UNCHANGED4,1004,10000%$481.6K$441.3K-$40.3K2026-10-20
GSG Advisors LLC
DECREASED4,0995,193-1,094-21%$609.9K$441.2K-$168.7K2026-11-03
Black Diamond Financial, LLC
UNCHANGED4,0934,09300%$480.8K$440.5K-$40.2K2026-10-26
Lipe & Dalton
UNCHANGED4,0844,08400%$480.0K$440.0K-$40.0K2026-10-15
Valued Retirements, Inc.
INCREASED4,0784,077+1+0%$478.9K$438.9K-$40.0K2026-11-06
Split Creek LLC DBA Split Creek Capital LLC
INCREASED4,0773,315+762+23%$389.4K$438.8K+$49.4K2026-11-02
NovaPoint Capital, LLC
INCREASED4,0774,014+63+2%$471.5K$438.8K-$32.7K2026-10-22
City State Bank
DECREASED4,0574,153-96-2%$487.8K$436.7K-$51.2K2026-10-20
Financial Perspectives, Inc
INCREASED4,0563,405+651+19%$400.0K$436.6K+$36.6K2026-11-03
Elevatus Welath Management
INCREASED4,0162,669+1,347+50%$313.5K$432.2K+$118.7K2026-10-19
McGuire Investment Group, LLC
INCREASED4,0113,946+65+2%$463.5K$431.7K-$31.8K2026-10-23
Randall & Associates Wealth Management
DECREASED4,0084,976-968-19%$584.5K$431.4K-$153.1K2026-10-20
Lighthouse Financial LLC
DECREASED4,0074,180-173-4%$491.0K$431.3K-$59.7K2026-10-23
Stone Summit Wealth LLC
UNCHANGED4,0004,00000%$469.8K$430.5K-$39.3K2026-10-14
Avity Investment Management Inc.
INCREASED3,9953,395+600+18%$398.8K$430.0K+$31.2K2026-10-09
Traveka Wealth, LLC
DECREASED3,9884,016-28-1%$471.8K$429.3K-$42.5K2026-10-19
Prota Financial, LLC
DECREASED3,9844,201-217-5%$491.6K$433.3K-$58.3K2026-10-08
DB&C Advisors, LLC
INCREASED3,9823,970+12+0%$466.3K$428.6K-$37.7K2026-10-26
Bay Capital Advisors, LLC
UNCHANGED3,9813,98100%$467.6K$428.5K-$39.1K2026-10-16
Hamel Associates, Inc.
INCREASED3,9733,723+250+7%$437.3K$427.6K-$9.7K2026-11-06
Argyle Capital Partners, LLC
DECREASED3,9684,272-304-7%$501.8K$427.1K-$74.7K2026-10-23
Kelly Financial Services LLC
INCREASED3,9673,587+380+11%$421.3K$427.0K+$5.6K2026-10-20
Lesa Sroufe & Co
UNCHANGED3,9673,96700%$466.0K$427.0K-$39.0K2026-10-29
HT Partners LLC
UNCHANGED3,9663,96600%$465.8K$426.9K-$39.0K2026-10-20
Rockline Wealth Management, LLC
UNCHANGED3,9423,94200%$463.1K$424.3K-$38.8K2026-10-26
Blackston Financial Advisory Group, LLC
INCREASED3,9323,097+835+27%$363.8K$423.2K+$59.5K2026-11-04
Worth Financial Advisory Group, LLC
DECREASED3,9324,051-119-3%$475.8K$423.2K-$52.5K2026-10-19
Inman Jager Wealth Management, LLC
DECREASED3,9314,538-607-13%$533.0K$423.1K-$109.9K2026-11-05
Wealth Effects LLC
INCREASED3,9293,559+370+10%$418.1K$422.9K+$4.8K2026-10-23
Stronghold Wealth Management L.L.C.
INCREASED3,9293,833+96+3%$450.2K$422.9K-$27.3K2026-10-16
Future Financial Wealth Managment LLC
DECREASED3,9263,974-48-1%$448.1K$422.6K-$25.6K2026-10-15
Crusonia Wealth Advisors LLC
DECREASED3,9164,351-435-10%$511.1K$421.5K-$89.6K2026-10-26
AWM Capital, LLC
DECREASED3,9103,998-88-2%$469.6K$420.9K-$48.7K2026-10-16
Yoder Wealth Management, Inc.
UNCHANGED3,9103,91000%$459.3K$420.8K-$38.4K2026-10-13
Reap Financial Group, LLC
INCREASED3,9003,477+423+12%$408.4K$419.7K+$11.4K2026-11-02
Motive Wealth Advisors
DECREASED3,8963,968-72-2%$466.1K$419.3K-$46.8K2026-10-26
BetterWealth, LLC
DECREASED3,8724,256-384-9%$499.9K$416.8K-$83.1K2026-10-15
Great Waters Wealth Management
DECREASED3,8643,865-10%$453.9K$415.9K-$38.1K2026-10-07
Clay Northam Wealth Management, LLC
DECREASED3,8523,866-140%$454.1K$414.6K-$39.5K2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED3,8376,778-2,941-43%$796.2K$413.1K-$383.1K2026-10-14
KG Capital Management
INCREASED3,8362,165+1,671+77%$254.3K$412.8K+$158.5K2026-10-15
Lincoln Capital LLC
DECREASED3,8343,860-26-1%$453.4K$411.8K-$41.6K2026-10-09
J. L. Bainbridge & Co., Inc.
UNCHANGED3,8243,82400%$449.2K$411.6K-$37.6K2026-10-20
Thrive Capital Management, LLC
INCREASED3,8233,789+34+1%$445.1K$411.5K-$33.6K2026-10-28
Omnitrust Wealth Management, Inc
NEW3,817—+3,817——$410.8K—2026-11-02
Transcendent Capital Group LLC
INCREASED3,8163,674+142+4%$431.5K$410.7K-$20.8K2026-10-28
Aletheian Wealth Advisors LLC
INCREASED3,8063,728+78+2%$437.9K$409.6K-$28.3K2026-10-08
Uniting Wealth Partners, LLC
INCREASED3,8053,528+277+8%$414.4K$409.5K-$4.9K2026-11-06
ARQ Wealth Advisors, LLC
INCREASED3,8003,760+40+1%$421.9K$409.0K-$12.9K2026-10-29
Shayne & Jacobs, LLC
UNCHANGED3,8003,80000%$446.3K$409.0K-$37.4K2026-10-21
Financial Synergies Wealth Advisors, Inc.
INCREASED3,7873,530+257+7%$414.7K$407.6K-$7.1K2026-10-16
Prosperitas Financial LLC
INCREASED3,7863,280+506+15%$385.3K$407.5K+$22.2K2026-10-28
AMG Asset Management Group, Inc.
INCREASED3,7693,424+345+10%$402.1K$405.6K+$3.5K2026-10-21
Holland Advisory Services, Inc.
DECREASED3,7694,066-297-7%$477.6K$405.7K-$71.9K2026-10-26
Wetzel Investment Advisors, Inc.
DECREASED3,7653,825-60-2%$449.3K$405.2K-$44.1K2026-10-13
Code Waechter LLC
INCREASED3,7492,804+945+34%$329.4K$403.5K+$74.2K2026-10-23
Colonial River Investments, LLC
INCREASED3,7473,672+75+2%$431.3K$403.2K-$28.0K2026-10-19
Carson Advisory Inc.
DECREASED3,7423,754-120%$441.0K$402.7K-$38.3K2026-11-06
Elevation Wealth Partners, LLC
INCREASED3,7403,365+375+11%$395.3K$402.5K+$7.3K2026-10-07
Kellett Wealth Advisors, LLC
DECREASED3,7403,987-247-6%$468.3K$402.5K-$65.8K2026-10-15
Hopwood Financial Services, Inc.
INCREASED3,7343,733+1+0%$438.5K$401.9K-$36.6K2026-10-29
Godsey & Gibb, Inc
DECREASED3,7253,807-82-2%$447.2K$400.9K-$46.2K2026-10-14
Arthur M. Cohen & Associates, LLC
UNCHANGED3,7253,72500%$437.5K$400.9K-$36.6K2026-10-26
Silver Grove Financial Group, Inc.
INCREASED3,7213,147+574+18%$369.6K$400.5K+$30.9K2026-11-05
Zinnia Wealth Advisory, LLC
INCREASED3,7083,076+632+21%$361.3K$399.1K+$37.8K2026-11-06
Capstone Wealth Management Group, LLC
DECREASED3,6983,919-221-6%$460.3K$253.0K-$207.3K2026-11-05
Carter Financial Group, Inc.
DECREASED3,6963,762-66-2%$441.9K$397.8K-$44.1K2026-10-21
Cogent Private Wealth, Inc.
DECREASED3,6833,695-120%$434.0K$396.4K-$37.6K2026-11-06
ERn Financial, LLC
INCREASED3,6633,552+111+3%$417.2K$394.3K-$23.0K2026-10-28
Creative Financial Designs Inc
DECREASED3,6564,670-1,014-22%$548.5K$393.4K-$155.1K2026-11-04
Horizon Wealth Management, LLC
DECREASED3,6493,677-28-1%$431.9K$392.7K-$39.2K2026-11-02
Vaquero Private Wealth, LTD
UNCHANGED3,6483,64800%$428.5K$392.6K-$35.9K2026-10-27
TruNorth Capital Management, LLC
INCREASED3,6453,147+498+16%$369.6K$392.3K+$22.7K2026-10-14
Private Advisory Group LLC
INCREASED3,6453,344+301+9%$392.8K$392.3K-$4752026-11-06
Northern Lights Advisors, Inc.
INCREASED3,6403,040+600+20%$357.1K$391.8K+$34.7K2026-10-21
Hobart Private Capital, LLC
DECREASED3,6403,667-27-1%$430.7K$391.8K-$39.0K2026-10-19
Fairvoy Private Wealth, LLC
INCREASED3,6373,373+264+8%$396.2K$391.5K-$4.7K2026-10-19
Dale Q Rice Investment Management Ltd
UNCHANGED3,6293,62900%$426.3K$390.6K-$35.7K2026-10-09
Hurlow Wealth Management Group, Inc.
UNCHANGED3,6203,62000%$425.2K$389.6K-$35.6K2026-10-29
Towerpoint Wealth, LLC
DECREASED3,6173,660-43-1%$429.9K$389.3K-$40.6K2026-10-13
Buck Wealth Strategies, LLC
DECREASED3,6053,647-42-1%$428.3K$388.0K-$40.3K2026-10-28
Accelerate Investment Advisors LLC
INCREASED3,6043,559+45+1%$418.0K$387.9K-$30.1K2026-11-02
Cahaba Wealth Management, Inc.
INCREASED3,6003,436+164+5%$403.6K$387.5K-$16.1K2026-10-26
Friday Financial
INCREASED3,5913,217+374+12%$359.6K$390.6K+$30.9K2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED3,5883,797-209-5%$446.0K$386.2K-$59.8K2026-10-14
West Wealth Group, LLC
INCREASED3,5823,309+273+8%$388.7K$385.5K-$3.2K2026-10-14
Cottage Street Advisors LLC
DECREASED3,5793,923-344-9%$460.8K$385.2K-$75.6K2026-10-19
Integrity Investment Advisors, LLC
NEW3,572—+3,572——$384.5K—2026-11-03
Financial Consulate, Inc
DECREASED3,5713,604-33-1%$423.3K$384.4K-$39.0K2026-10-23
Sunpointe, LLC
DECREASED3,5703,827-257-7%$449.5K$384.2K-$65.3K2026-10-22
Essential Partners LLC
INCREASED3,5703,538+32+1%$415.6K$384.2K-$31.3K2026-10-14
Lecap Asset Management LTD
NEW3,559—+3,559——$383.1K—2026-10-27
Flagstone Financial Management
UNCHANGED3,5513,55100%$417.1K$382.2K-$34.9K2026-11-05
Banyan Capital Management, Inc.
DECREASED3,5423,701-159-4%$434.7K$381.2K-$53.5K2026-11-05
Centennial Advisors, LLC
DECREASED3,5393,586-47-1%$421.2K$380.9K-$40.3K2026-10-21
Manchester Financial Inc
UNCHANGED3,5393,53900%$415.7K$380.9K-$34.8K2026-10-15
Crescent Grove Advisors, LLC
DECREASED3,5163,519-30%$413.3K$378.4K-$34.9K2026-10-21
Heritage Family Offices, LLP
INCREASED3,5133,255+258+8%$382.4K$378.1K-$4.2K2026-11-02
Asio Capital, LLC
NEW3,511—+3,511——$377.9K—2026-10-19
Milestones Private Investment Advisors LLC
INCREASED3,5013,195+306+10%$375.3K$376.8K+$1.5K2026-10-19
Watershed Private Wealth LLC
NEW3,498—+3,498——$376.5K—2026-10-30
Terril Brothers, Inc.
UNCHANGED3,4963,49600%$410.6K$376.3K-$34.4K2026-11-06
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED3,4933,49300%$410.3K$376.0K-$34.3K2026-10-29
Lexington Hill Partners, LLC
INCREASED3,4893,233+256+8%$379.8K$375.5K-$4.3K2026-10-13
Postrock Partners LLC
UNCHANGED3,4753,47500%$408.2K$374.0K-$34.2K2026-11-02
Marotta Asset Management
INCREASED3,4743,424+50+1%$400.6K$373.9K-$26.7K2026-10-02
Bensler, LLC
DECREASED3,4723,531-59-2%$414.7K$373.7K-$41.1K2026-11-05
MRA Advisory Group
DECREASED3,46317,937-14,474-81%$2.1M$372.7K-$1.7M2026-10-07
Rede Wealth, LLC
DECREASED3,4633,550-87-2%$417.0K$372.7K-$44.3K2026-10-22
RBA Wealth Management, LLC
NEW3,455—+3,455——$371.9K—2026-10-28
Meritas Wealth Management, LLC
NEW3,451—+3,451——$371.4K—2026-10-14
ProVise Management Group, LLC
DECREASED3,4514,556-1,105-24%$535.2K$371.4K-$163.7K2026-11-06
R. W. Roge & Company, Inc.
INCREASED3,4453,444+1+0%$404.0K$371.0K-$33.0K2026-11-04
J. Team Financial, Inc.
INCREASED3,4423,385+57+2%$397.7K$370.4K-$27.2K2026-11-03
Eagle Capital Management, LLC
DECREASED3,4344,517-1,083-24%$531.0K$370.0K-$161.0K2026-10-19
Ferguson Shapiro LLC
DECREASED3,4313,548-117-3%$416.7K$369.2K-$47.5K2026-10-16
Northwest Wealth Management, LLC
INCREASED3,4253,403+22+1%$399.7K$368.6K-$31.1K2026-10-30
Tarbox Family Office, Inc.
UNCHANGED3,4213,42100%$401.8K$368.2K-$33.6K2026-10-23
Milestone Asset Management Group, LLC
UNCHANGED3,4143,41400%$401.0K$367.4K-$33.6K2026-10-20
One Way Holdings LLC
INCREASED3,4113,317+94+3%$389.6K$367.1K-$22.5K2026-10-29
Vista Investment Partners LLC
DECREASED3,4103,620-210-6%$425.2K$367.0K-$58.2K2026-10-08
Tradewinds Capital Management, LLC
UNCHANGED3,4093,40900%$400.4K$366.9K-$33.5K2026-10-23
Dmkc Advisory Services, LLC
NEW3,405—+3,405——$366.5K—2026-11-04
Atala Financial Inc
UNCHANGED3,4003,40000%$399.4K$365.9K-$33.4K2026-10-22
Consolidated Capital Management, LLC
UNCHANGED3,4003,40000%$399.4K$365.9K-$33.4K2026-10-13
Capstone Wealth Management Group, Inc.
UNCHANGED3,3983,39800%$399.1K$365.7K-$33.4K2026-10-19
Private Client Services, LLC
INCREASED3,3953,388+7+0%$398.0K$365.4K-$32.6K2026-10-02
RAM Investment Partners, LLC
INCREASED3,3943,334+60+2%$391.6K$365.3K-$26.3K2026-10-21
Smart Wealth LLC
DECREASED3,3943,453-59-2%$405.6K$365.3K-$40.3K2026-11-04
Destiny Wealth Partners, LLC
DECREASED3,3934,336-943-22%$502.9K$344.8K-$158.1K2026-11-05
Encompass More Asset Management
DECREASED3,3894,142-753-18%$486.6K$364.8K-$121.8K2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED3,3813,627-246-7%$426.0K$363.9K-$62.1K2026-11-03
MBM Wealth Consultants, LLC
DECREASED3,3783,585-207-6%$421.1K$363.6K-$57.5K2026-10-20
Sweeney & Michel, LLC
DECREASED3,3733,422-49-1%$415.5K$363.0K-$52.5K2026-10-16
Sather Financial Group Inc
DECREASED3,3693,589-220-6%$421.6K$362.6K-$59.0K2026-10-30
Latitude Advisors, LLC
INCREASED3,3663,279+87+3%$385.1K$362.3K-$22.8K2026-10-27
Argus Investors' Counsel, Inc.
UNCHANGED3,3663,36600%$395.4K$362.3K-$33.1K2026-10-09
ETF Store, Inc.
INCREASED3,3463,338+8+0%$392.0K$360.2K-$31.8K2026-10-19
Nolet Wealth Management, LLC
INCREASED3,3403,208+132+4%$376.8K$359.4K-$17.3K2026-10-15
Birinyi Associates Inc
UNCHANGED3,3233,32300%$390.0K$358.0K-$32.0K2026-10-28
Ardent Capital Management, Inc.
UNCHANGED3,3183,31800%$389.7K$357.1K-$32.6K2026-10-16
Private Wealth Management Group, LLC
INCREASED3,3142,779+535+19%$326.4K$356.7K+$30.3K2026-10-19
Arwa LLC
DECREASED3,3113,381-70-2%$370.8K$381.0K+$10.3K2026-10-21
Camden National Bank
UNCHANGED3,3103,31000%$388.8K$356.3K-$32.5K2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED3,3043,267+37+1%$383.8K$355.6K-$28.1K2026-10-29
RW Investment Management LLC
INCREASED3,3003,130+170+5%$367.6K$355.1K-$12.5K2026-11-03
Gill Capital Partners, LLC
UNCHANGED3,2873,28700%$386.1K$353.8K-$32.3K2026-10-13
Landaas & Co
DECREASED3,2833,506-223-6%$411.8K$353.3K-$58.5K2026-10-29
Seven Hills Financial, LLC
NEW3,282—+3,282——$353.2K—2026-10-13
Opus Capital Group, LLC
INCREASED3,2703,243+27+1%$381.0K$352.0K-$29.0K2026-10-30
Portus Wealth Advisors, LLC
DECREASED3,2703,290-20-1%$386.4K$352.0K-$34.5K2026-10-13
CapWealth Advisors, LLC
UNCHANGED3,2573,25700%$382.6K$350.6K-$32.0K2026-10-05
Birch Financial Group, LLC
INCREASED3,2453,231+14+0%$379.5K$349.2K-$30.3K2026-10-27
River Street Advisors LLC
NEW3,240—+3,240——$348.7K—2026-10-22
Endowment Wealth Management, Inc.
DECREASED3,2373,314-77-2%$389.3K$348.4K-$40.8K2026-11-03
Berkeley, Inc
UNCHANGED3,2343,23400%$379.9K$348.1K-$31.8K2026-10-20
Tsfg, LLC
DECREASED3,2295,380-2,151-40%$632.0K$348.0K-$284.0K2026-10-23
Berkshire Money Management, Inc.
NEW3,203—+3,203——$344.7K—2026-10-21
Fulcrum Capital LLC
UNCHANGED3,2003,20000%$375.9K$344.4K-$31.5K2026-10-15
Scott Capital Advisors, LLC
DECREASED3,1933,258-65-2%$382.7K$374.9K-$7.8K2026-10-13
Paladin Wealth, LLC
INCREASED3,1802,225+955+43%$261.3K$342.2K+$80.9K2026-10-23
Gibson Capital, LLC
INCREASED3,1791,781+1,398+79%$209.2K$342.2K+$133.0K2026-10-23
Secure Asset Management, LLC
INCREASED3,1773,085+92+3%$362.4K$342.0K-$20.4K2026-10-19
Middleton & Co Inc
UNCHANGED3,1723,17200%$372.6K$341.4K-$31.2K2026-10-23
Nautilus Advisors LLC
INCREASED3,1443,044+100+3%$369.3K$338.4K-$30.9K2026-10-07
Elevation Wealth Management LLC
INCREASED3,1372,604+533+20%$305.9K$337.7K+$31.8K2026-11-02
Sterling Investment Counsel, LLC
INCREASED3,1313,058+73+2%$359.2K$337.0K-$22.2K2026-10-19
Alliance Wealth Advisors, LLC
INCREASED3,1263,124+2+0%$367.0K$336.5K-$30.5K2026-10-14
Legacy Financial Independent Advisors LLC
UNCHANGED3,1253,12500%$367.1K$336.3K-$30.7K2026-11-02
Mezzasalma Advisors, LLC
DECREASED3,1233,223-100-3%$378.5K$336.1K-$42.4K2026-10-14
Pavion Blue Capital, LLC
DECREASED3,1214,221-1,100-26%$495.8K$335.9K-$159.9K2026-11-05
Legacy Financial Group, Inc.
INCREASED3,1132,877+236+8%$337.9K$335.1K-$2.9K2026-10-21
TigerOak Management, L.L.C.
INCREASED3,1123,082+30+1%$362.0K$334.9K-$27.1K2026-10-23
Drum Hill Capital, LLC
UNCHANGED3,1063,10600%$364.8K$334.3K-$30.5K2026-10-20
Oasis Advisors, LLC
NEW3,102—+3,102——$333.9K—2026-10-16
Veery Capital, LLC
DECREASED3,1023,235-133-4%$380.0K$333.9K-$46.1K2026-10-07
Amarillo National Bank
UNCHANGED3,1013,10100%$364.2K$333.7K-$30.5K2026-10-23
Alchemi Wealth, LLC
DECREASED3,0933,683-590-16%$432.8K$333.1K-$99.7K2026-11-04
Hughes Financial Services, LLC
DECREASED3,0903,188-98-3%$374.5K$335.5K-$39.0K2026-10-30
KFG Wealth Management, LLC
INCREASED3,0843,083+1+0%$362.2K$332.0K-$30.2K2026-10-16
PFS Partners, LLC
INCREASED3,0793,077+2+0%$361.5K$331.3K-$30.1K2026-10-21
Sustainable Insight Capital Management, LLC
INCREASED3,0762,876+200+7%$337.8K$331.1K-$6.7K2026-11-06
Poehling Capital Management, Inc.
UNCHANGED3,0713,07100%$360.7K$330.5K-$30.2K2026-10-20
Capital Square, LLC
UNCHANGED3,0593,05900%$371.1K$329.3K-$41.8K2026-10-19
1620 Investment Advisors, Inc.
INCREASED3,0583,037+21+1%$356.7K$329.1K-$27.6K2026-11-04
Royal Harbor Partners, LLC
DECREASED3,0503,059-90%$359.3K$328.3K-$31.0K2026-10-29
Grant Street Asset Management, Inc.
UNCHANGED3,0503,05000%$358.3K$328.3K-$30.0K2026-10-26
Retireful, LLC
DECREASED3,04615,868-12,822-81%$1.9M$327.8K-$1.5M2026-10-09
Sharkey, Howes & Javer
INCREASED3,0382,695+343+13%$316.6K$326.9K+$10.3K2026-10-22
BCS Wealth Management
DECREASED3,0303,243-213-7%$380.9K$326.1K-$54.8K2026-11-03
Stewardship Advisors, LLC
INCREASED3,0232,981+42+1%$350.1K$325.4K-$24.8K2026-10-20
Cherry Creek Investment Advisors, Inc.
DECREASED3,0203,101-81-3%$364.3K$325.1K-$39.2K2026-10-14
Keystone Financial Group, Inc.
DECREASED3,0123,047-35-1%$357.8K$324.2K-$33.7K2026-10-13
Kure Advisory, LLC
INCREASED3,0092,982+27+1%$350.3K$323.9K-$26.4K2026-10-08
Nikulski Financial, Inc.
DECREASED3,0053,204-199-6%$376.3K$323.4K-$52.9K2026-11-06
Power Wealth Management LLC
INCREASED3,0022,062+940+46%$242.2K$323.1K+$80.9K2026-10-27
AG Asset Advisory, LLC
DECREASED3,0004,000-1,000-25%$469.8K$322.9K-$147.0K2026-11-06
Cherrydale Wealth Management, LLC
UNCHANGED2,9952,99500%$351.9K$322.4K-$29.4K2026-10-20
National Wealth Management Group, LLC
DECREASED2,9943,055-61-2%$358.8K$322.2K-$36.6K2026-10-26
Braun-Bostich & Associates Inc.
DECREASED2,9873,259-272-8%$382.8K$321.5K-$61.3K2026-10-20
Collaborative Fund Advisors, LLC
DECREASED2,9868,880-5,894-66%$1.0M$321.4K-$721.7K2026-11-02
Atwater Malick LLC
DECREASED2,9863,299-313-9%$387.5K$321.4K-$66.1K2026-10-15
LJI Wealth Management, LLC
DECREASED2,9863,054-68-2%$358.7K$321.4K-$37.3K2026-10-28
Tenzing Financial LLC
DECREASED2,9813,002-21-1%$342.2K$317.5K-$24.8K2026-11-03
Curran Financial Partners, LLC
INCREASED2,9792,921+58+2%$343.1K$320.7K-$22.5K2026-11-04
626 Financial, LLC
DECREASED2,9733,044-71-2%$357.6K$320.0K-$37.6K2026-11-04
Arch Global Advisors, LLC
INCREASED2,9712,906+65+2%$341.3K$319.8K-$21.6K2026-10-23
Next Level Wealth Planning, LLC
UNCHANGED2,9652,96500%$348.3K$319.2K-$29.1K2026-10-29
Barings LLC
INCREASED2,9491,843+1,106+60%$216.5K$317.4K+$100.9K2026-10-22
Bennett Selby Investments LP
UNCHANGED2,9462,94600%$346.0K$317.1K-$29.0K2026-10-19
Sentinel Pension Advisors, LLC
INCREASED2,9441,916+1,028+54%$214.5K$316.9K+$102.4K2026-11-02
Tcfg Investment Advisors, LLC
INCREASED2,9372,842+95+3%$333.8K$316.1K-$17.7K2026-10-20
Trust Co of Kansas
UNCHANGED2,9302,93000%$344.0K$315.0K-$29.0K2026-11-06
Sanchez Gaunt Capital Management, LLC
DECREASED2,9282,983-55-2%$350.4K$315.1K-$35.2K2026-11-03
Obsidian CIO, LLC
INCREASED2,9181,945+973+50%$228.4K$314.1K+$85.7K2026-11-05
Townsend Asset Management Corp
INCREASED2,9182,916+2+0%$342.5K$314.1K-$28.4K2026-10-29
Olistico Wealth, LLC
DECREASED2,9163,005-89-3%$353.0K$313.8K-$39.1K2026-10-05
Chemistry Wealth Management LLC
INCREASED2,9132,904+9+0%$341.1K$313.5K-$27.6K2026-10-16
Birchbrook, Inc.
UNCHANGED2,9112,91100%$341.9K$313.4K-$28.6K2026-10-14
M.E. Allison & Co., Inc.
INCREASED2,9102,710+200+7%$318.3K$313.2K-$5.1K2026-10-09
Greenwood Gearhart LLC
INCREASED2,9071,882+1,025+54%$221.1K$312.9K+$91.8K2026-11-02
Compass Financial Group, Inc
INCREASED2,9012,440+461+19%$286.6K$312.3K+$25.6K2026-10-13
Country Trust Bank
INCREASED2,8972,816+81+3%$330.8K$311.8K-$19.0K2026-10-30
Fairway Wealth LLC
NEW2,882—+2,882——$310.2K—2026-10-30
ASL Financial, LLC
UNCHANGED2,8812,88100%$338.4K$310.1K-$28.3K2026-10-15
Townsend & Associates, Inc
INCREASED2,8772,807+70+2%$310.8K$309.0K-$1.8K2026-10-23
StoneRidge PMG Advisors, LLC
NEW2,870—+2,870——$309.0K—2026-11-04
Beacon Financial Strategies Corp
DECREASED2,8593,008-149-5%$353.3K$307.7K-$45.6K2026-10-14
Sagace Wealth Management LLC
DECREASED2,8573,136-279-9%$368.4K$307.5K-$60.9K2026-10-28
Fiera Capital Corp
INCREASED2,8532,852+1+0%$335.0K$307.1K-$27.9K2026-11-06
MKT Advisors LLC
DECREASED2,8472,995-148-5%$334.8K$327.1K-$7.8K2026-10-20
Eclectic Associates Inc
INCREASED2,8412,762+79+3%$324.4K$305.8K-$18.7K2026-10-09
Purus Wealth Management, LLC
INCREASED2,8322,550+282+11%$299.5K$304.8K+$5.3K2026-10-15
Carl P. Sherr & Co., LLC
UNCHANGED2,8312,83100%$332.5K$304.7K-$27.8K2026-11-06
Consilium Wealth Advisory, LLC
UNCHANGED2,8252,82500%$331.8K$304.1K-$27.8K2026-10-14
TPG Advisors LLC
UNCHANGED2,8142,81400%$330.5K$302.9K-$27.7K2026-10-16
Saxony Capital Management, LLC
NEW2,811—+2,811——$302.6K—2026-10-15
Steinberganna Wealth Management
DECREASED2,8023,347-545-16%$393.1K$301.6K-$91.5K2026-10-23
Sonata Capital Group Inc
UNCHANGED2,8012,80100%$329.0K$301.5K-$27.5K2026-10-19
Tillman Hartley LLC
UNCHANGED2,7842,78400%$327.0K$299.6K-$27.4K2026-11-06
Good Harbor Advisors, Inc.
DECREASED2,7823,912-1,130-29%$459.5K$299.4K-$160.1K2026-10-20
Lazard Freres Gestion S.A.S.
UNCHANGED2,7802,78000%$326.0K$299.0K-$27.0K2026-11-03
Riversedge Advisors, LLC
INCREASED2,7702,177+593+27%$255.7K$298.2K+$42.4K2026-10-09
Summit Financial Strategies, Inc.
INCREASED2,7592,658+101+4%$312.2K$297.0K-$15.3K2026-10-14
Harel Insurance Investments & Financial Services Ltd.
DECREASED2,7508,120-5,370-66%$953.0K$295.0K-$658.0K2026-11-02
Sierra Ocean, LLC
INCREASED2,7462,735+11+0%$321.2K$295.5K-$25.7K2026-11-03
Warner Financial, Inc
DECREASED2,7452,748-30%$322.8K$295.4K-$27.3K2026-11-06
True Link Financial Advisors, LLC
INCREASED2,7352,575+160+6%$302.5K$294.4K-$8.1K2026-10-27
Discipline Wealth Solutions, LLC
DECREASED2,7332,740-70%$321.8K$294.2K-$27.7K2026-10-14
Baker Boyer National Bank
DECREASED2,7263,126-400-13%$367.2K$293.4K-$73.8K2026-11-05
Mills Wealth Advisors LLC
DECREASED2,7262,749-23-1%$322.9K$293.4K-$29.5K2026-10-22
SilverOak Wealth Management LLC
DECREASED2,7262,747-21-1%$322.7K$293.4K-$29.3K2026-10-29
Smith Shellnut Wilson LLC
UNCHANGED2,7222,72200%$319.7K$293.0K-$26.8K2026-10-21
Montz Harcus Wealth Management LLC
DECREASED2,7042,795-91-3%$328.3K$291.0K-$37.2K2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED2,7012,673+28+1%$313.9K$290.7K-$23.2K2026-10-15
Lionshead Wealth Management, LLC
DECREASED2,7002,709-90%$318.2K$290.6K-$27.6K2026-10-21
AtlasMark Financial, Inc
UNCHANGED2,7002,70000%$317.1K$290.6K-$26.5K2026-10-13
Trail Ridge Investment Advisors, LLC
INCREASED2,6952,582+113+4%$303.3K$290.1K-$13.2K2026-10-16
Boyce & Associates Wealth Consulting, Inc.
INCREASED2,6922,691+1+0%$316.1K$289.7K-$26.4K2026-10-14
Fidelity D & D Bancorp Inc
DECREASED2,6892,713-24-1%$318.7K$289.4K-$29.3K2026-11-05
Selective Wealth Management, Inc.
INCREASED2,6871,809+878+49%$202.4K$295.2K+$92.7K2026-10-16
Legacy Wealth Partners, LLC
INCREASED2,6872,530+157+6%$297.2K$289.2K-$8.0K2026-10-15
Guardian Asset Advisors, LLC
UNCHANGED2,6872,68700%$315.6K$289.2K-$26.4K2026-10-16
Baldwin Wealth Partners LLC
UNCHANGED2,6852,68500%$315.4K$289.0K-$26.4K2026-10-13
Members Wealth LLC
INCREASED2,6802,268+412+18%$266.5K$314.6K+$48.1K2026-10-20
William Mack & Associates, Inc.
INCREASED2,6782,649+29+1%$311.2K$288.2K-$22.9K2026-10-27
Teamwork Financial Advisors, LLC
DECREASED2,6712,683-120%$315.2K$287.5K-$27.7K2026-10-19
Main Street Group, LTD
INCREASED2,6682,665+3+0%$312.9K$287.2K-$25.8K2026-10-28
Meriwether Wealth & Planning, LLC
INCREASED2,6642,616+48+2%$307.3K$286.7K-$20.5K2026-10-13
Financial Planning Navigators Corp
INCREASED2,6642,639+25+1%$310.0K$286.7K-$23.3K2026-10-14
Intelligence Driven Advisers, LLC
INCREASED2,6591,755+904+52%$206.2K$286.2K+$80.0K2026-10-09
Cornerstone Advisors Asset Management, LLC
UNCHANGED2,6502,65000%$311.3K$285.2K-$26.0K2026-11-06
Ironwood Financial, llc
UNCHANGED2,6262,62600%$313.1K$282.6K-$30.5K2026-10-20
USAdvisors Wealth Management, LLC
INCREASED2,6232,442+181+7%$284.0K$282.0K-$2.0K2026-10-21
Spectrum Wealth Advisory Group, LLC
INCREASED2,5942,572+22+1%$302.2K$279.2K-$23.0K2026-10-29
Kondo Wealth Advisors, Inc.
DECREASED2,5882,632-44-2%$309.2K$278.5K-$30.6K2026-10-19
DecisionMap Wealth Management, LLC
INCREASED2,5872,560+27+1%$300.7K$278.4K-$22.3K2026-10-29
Tiller Private Wealth, Inc.
NEW2,586—+2,586——$278.3K—2026-10-26
Westbourne Investment Advisors, Inc.
DECREASED2,5852,985-400-13%$350.6K$278.2K-$72.4K2026-10-20
Sterling Financial Planning, Inc.
DECREASED2,5852,625-40-2%$308.3K$278.2K-$30.1K2026-10-28
Monetary Solutions, Ltd
DECREASED2,5672,571-40%$302.0K$276.3K-$25.7K2026-10-22
Vision Financial Markets LLC
UNCHANGED2,5542,55400%$299.5K$275.8K-$23.7K2026-10-22
Briaud Financial Planning Inc
INCREASED2,5532,429+124+5%$285.3K$274.8K-$10.5K2026-10-20
GenWealth Group, Inc.
UNCHANGED2,5522,55200%$299.8K$274.7K-$25.1K2026-10-16
Phillip James Consulting Co.
INCREASED2,5512,282+269+12%$268.0K$274.6K+$6.6K2026-11-03
Buttonwood Financial Advisors Inc.
DECREASED2,5482,577-29-1%$302.7K$274.2K-$28.5K2026-10-13
Trust Co of the South
DECREASED2,5462,877-331-12%$337.9K$274.0K-$63.9K2026-10-21
Pacific Asset Management, LLC
INCREASED2,5372,271+266+12%$266.8K$273.1K+$6.3K2026-10-15
WP Advisors, LLC
INCREASED2,5361,723+813+47%$202.4K$273.0K+$70.6K2026-10-22
Brown Wealth Management, LLC
INCREASED2,5282,407+121+5%$282.7K$272.1K-$10.6K2026-10-20
Alliance Wealth Advisors, LLC
DECREASED2,5144,470-1,956-44%$525.1K$270.6K-$254.5K2026-10-28
CLG LLC
DECREASED2,5122,693-181-7%$316.3K$270.4K-$45.9K2026-10-13
Oxler Private Wealth LLC
INCREASED2,5112,502+9+0%$293.9K$270.3K-$23.6K2026-10-21
Instrumental Wealth, LLC
INCREASED2,5072,475+32+1%$290.7K$269.9K-$20.9K2026-10-20
Advisor Resource Council
DECREASED2,5052,644-139-5%$302.9K$282.6K-$20.3K2026-11-05
Cacti Asset Management LLC
DECREASED2,5005,500-3,000-55%$646.0K$267.4K-$378.7K2026-10-01
Patriot Investment Management Group, Inc.
INCREASED2,5002,499+1+0%$293.5K$269.1K-$24.5K2026-10-15
Fortitude Family Office, LLC
INCREASED2,4932,131+362+17%$250.3K$268.3K+$18.0K2026-10-14
Wiser Wealth Management, Inc
INCREASED2,4782,348+130+6%$275.8K$266.7K-$9.1K2026-10-14
Straight Path Wealth Management
INCREASED2,4711,943+528+27%$228.2K$266.0K+$37.7K2026-10-23
Kennedy Investment Group, Inc.
INCREASED2,4672,461+6+0%$289.1K$265.6K-$23.5K2026-10-21
4Wealth Advisors, Inc.
DECREASED2,4636,637-4,174-63%$781.2K$263.4K-$517.8K2026-10-13
Quantum Financial Partners LLC
DECREASED2,4603,555-1,095-31%$417.5K$264.8K-$152.7K2026-10-19
Williams & Novak Wealth Management, LLC
INCREASED2,4592,412+47+2%$283.3K$264.7K-$18.6K2026-10-09
GreatBanc Trust Co
DECREASED2,4583,112-654-21%$365.5K$264.6K-$101.0K2026-11-04
Pathway Financial Advisors LLC
INCREASED2,4542,453+1+0%$276.5K$264.1K-$12.3K2026-10-07
Evolution Wealth Advisors, LLC
NEW2,451—+2,451——$263.8K—2026-11-03
Congress Park Capital LLC
DECREASED2,4502,650-200-8%$311.3K$263.7K-$47.6K2026-10-13
Arsenal Capital Advisors LLC
INCREASED2,4452,424+21+1%$284.8K$263.2K-$21.6K2026-11-02
Cultivar Capital, Inc.
INCREASED2,4432,115+328+16%$248.4K$262.9K+$14.5K2026-10-14
Green Alpha Advisors, LLC
DECREASED2,44011,726-9,286-79%$1.4M$262.6K-$1.1M2026-10-08
Fulcrum Equity Management
INCREASED2,4362,296+140+6%$269.7K$262.2K-$7.5K2026-10-21
TSA Wealth Managment LLC
INCREASED2,4322,307+125+5%$271.0K$261.8K-$9.2K2026-10-22
Wealth Advisory Solutions, LLC
DECREASED2,4322,497-65-3%$293.3K$261.8K-$31.5K2026-10-20
Insight Wealth Strategies, LLC
DECREASED2,4282,615-187-7%$306.0K$261.4K-$44.6K2026-10-09
GGM Financial LLC
INCREASED2,4252,422+3+0%$284.5K$261.0K-$23.5K2026-11-05
OFS Enterprise LLC
INCREASED2,4212,367+54+2%$278.0K$260.6K-$17.5K2026-10-16
Astra Wealth Partners LLC
INCREASED2,4142,289+125+5%$268.9K$259.9K-$9.1K2026-11-06
Coyle Financial Counsel LLC
INCREASED2,4062,088+318+15%$245.3K$259.0K+$13.7K2026-10-28
Cap Partners, LLC
INCREASED2,4062,402+4+0%$282.2K$259.0K-$23.2K2026-10-19
HCR Wealth Advisors
INCREASED2,4031,866+537+29%$219.2K$258.7K+$39.5K2026-10-15
BFI Wealth Solutions, LLC
DECREASED2,4023,062-660-22%$359.7K$258.5K-$101.1K2026-10-16
One Plus One Wealth Management, LLC
DECREASED2,4022,706-304-11%$317.8K$258.5K-$59.3K2026-10-16
Eagle Strategies LLC
INCREASED2,4022,397+5+0%$281.5K$258.5K-$23.1K2026-10-16
Boit C F David
NEW2,400—+2,400——$258.3K—2026-10-29
Garde Capital, Inc.
NEW2,399—+2,399——$258.2K—2026-10-29
Gordian Advisors LLC
INCREASED2,3982,390+8+0%$280.7K$258.1K-$22.6K2026-10-30
Stevens Capital Partners
INCREASED2,3901,876+514+27%$220.3K$257.3K+$37.0K2026-10-29
OFC Financial Planning, LLC
UNCHANGED2,3852,38500%$280.1K$256.7K-$23.4K2026-11-06
Harvey Investment Co LLC
UNCHANGED2,3832,38300%$280.0K$256.0K-$24.0K2026-10-20
Leslie Global Wealth, LLC
DECREASED2,3792,412-33-1%$283.3K$256.1K-$27.3K2026-10-26
Genesis Private Wealth, LLC
INCREASED2,3782,341+37+2%$275.0K$255.9K-$19.0K2026-11-02
Ipswich Investment Management Co., Inc.
DECREASED2,3752,453-78-3%$288.1K$255.6K-$32.5K2026-10-13
4J Wealth Management LLC
UNCHANGED2,3752,37500%$278.9K$255.6K-$23.3K2026-11-02
Bell Investment Advisors, Inc
DECREASED2,3562,367-110%$278.0K$253.6K-$24.5K2026-10-29
North Point Portfolio Managers Corp
UNCHANGED2,3552,35500%$276.6K$253.5K-$23.1K2026-10-07
Optimist Retirement Group LLC
UNCHANGED2,3502,35000%$276.0K$252.9K-$23.1K2026-10-30
Vilga Financial Planning LLC
INCREASED2,3492,225+124+6%$261.3K$252.8K-$8.5K2026-10-09
Phillips Financial Management, LLC
DECREASED2,3222,433-111-5%$285.8K$249.9K-$35.9K2026-10-19
Fortress Financial Group, LLC
INCREASED2,3202,312+8+0%$271.6K$249.7K-$21.9K2026-10-21
Stenger Family Office, LLC
NEW2,319—+2,319——$266.9K—2026-10-22
Richard P Slaughter Associates Inc
NEW2,318—+2,318——$249.5K—2026-10-13
Commerce Advisors, LLC
DECREASED2,3162,338-22-1%$274.6K$249.3K-$25.4K2026-10-19
Hartford Financial Management Inc.
UNCHANGED2,3142,31400%$271.8K$249.1K-$22.7K2026-10-21
Advocate Investing Services LLC
UNCHANGED2,3122,31200%$271.6K$248.8K-$22.7K2026-10-26
Legacy Financial Strategies, LLC
INCREASED2,3112,112+199+9%$248.1K$248.7K+$5822026-10-15
ProCore Advisors, LLC
DECREASED2,3112,322-110%$272.8K$248.7K-$24.1K2026-10-14
Greenup Street Wealth Management LLC
DECREASED2,3103,297-987-30%$387.3K$248.6K-$138.7K2026-10-28
Market Street Wealth Management Advisors LLC
INCREASED2,3102,236+74+3%$262.6K$248.6K-$14.0K2026-10-09
Kaufman Rossin Wealth, LLC
NEW2,307—+2,307——$248.3K—2026-10-19
Bay Harbor Wealth Management, LLC
INCREASED2,3072,291+16+1%$269.1K$248.3K-$20.8K2026-11-03
Eagle Bay Advisors LLC
INCREASED2,3072,305+2+0%$270.7K$248.3K-$22.4K2026-10-16
TCP Asset Management, LLC
NEW2,305—+2,305——$258.6K—2026-10-14
Belleair Asset Management, LLC
UNCHANGED2,3002,30000%$270.2K$247.5K-$22.6K2026-11-03
Cpwa, LLC
INCREASED2,2941,822+472+26%$214.0K$264.6K+$50.6K2026-11-04
KOM Wealth Management Group, LLC
INCREASED2,2932,283+10+0%$268.2K$246.8K-$21.4K2026-10-15
Omni 360 Wealth, Inc.
INCREASED2,2902,011+279+14%$236.2K$246.5K+$10.3K2026-10-13
Ring Mountain Capital, LLC
INCREASED2,2852,178+107+5%$255.8K$245.9K-$9.9K2026-10-13
Invenio Wealth Partners LLC
DECREASED2,2852,334-49-2%$274.2K$245.9K-$28.2K2026-10-20
Ares Financial Consulting, LLC
INCREASED2,2802,252+28+1%$264.5K$245.4K-$19.1K2026-10-19
Values First Advisors, Inc.
DECREASED2,2742,316-42-2%$272.0K$244.8K-$27.3K2026-10-23
Friedenthal Financial
INCREASED2,26763+2,204+3498%$7.4K$244.0K+$236.6K2026-10-27
Morling Financial Advisors, LLC
NEW2,260—+2,260——$243.2K—2026-10-28
FWG Investments, Llc.
UNCHANGED2,2602,26000%$265.4K$243.2K-$22.2K2026-11-03
Retirement Solution LLC
NEW2,257—+2,257——$242.9K—2026-10-27
Prospect Financial Group LLC
DECREASED2,2572,667-410-15%$313.3K$242.9K-$70.3K2026-11-05
Silver Oak Advisory Group, Inc.
DECREASED2,2493,211-962-30%$377.0K$242.1K-$134.9K2026-11-06
TFB Advisors LLC
NEW2,240—+2,240——$241.1K—2026-11-02
Mainstream Capital Management LLC
UNCHANGED2,2372,23700%$262.7K$240.8K-$21.9K2026-10-23
Seamount Financial Group Inc
UNCHANGED2,2372,23700%$262.8K$240.8K-$22.0K2026-10-21
Midwest Financial Partners Investments, Inc.
DECREASED2,2352,266-31-1%$266.2K$240.6K-$25.6K2026-10-08
Sjbenen Advisory, LLC
UNCHANGED2,2312,23100%$251.0K$250.2K-$7202026-10-19
Providence Financial Advisors, LLC
INCREASED2,2292,219+10+0%$260.6K$239.9K-$20.7K2026-11-06
Sunbeam Capital Management, LLC
DECREASED2,2272,943-716-24%$345.7K$239.7K-$106.0K2026-11-05
Client 1ST Advisory Group, LLC
DECREASED2,2142,758-544-20%$324.0K$238.3K-$85.7K2026-10-19
Avant Financial Advisors LLC
UNCHANGED2,2052,20500%$259.0K$237.3K-$21.7K2026-11-02
Highline Wealth Partners LLC
INCREASED2,2021,750+452+26%$205.6K$237.0K+$31.4K2026-10-19
SC&H Financial Advisors, Inc.
INCREASED2,1952,194+1+0%$257.7K$236.2K-$21.5K2026-10-14
PMG Family Office LLC
UNCHANGED2,1922,19200%$257.5K$235.9K-$21.5K2026-10-19
Keystone Wealth Services, LLC
INCREASED2,1852,064+121+6%$242.4K$233.6K-$8.7K2026-11-03
Optima Capital LLC
DECREASED2,1852,296-111-5%$269.7K$235.2K-$34.5K2026-10-29
Centerpoint Advisors, LLC
INCREASED2,1832,180+3+0%$256.0K$235.0K-$21.0K2026-11-05
Equita Financial Network, Inc.
INCREASED2,1802,173+7+0%$255.3K$234.7K-$20.6K2026-10-19
Waterway Wealth Management, LLC
UNCHANGED2,1802,18000%$256.0K$234.6K-$21.4K2026-10-28
Bauman Advisory Group, LLC
INCREASED2,1771,998+179+9%$234.7K$234.3K-$3952026-10-29
Enclave Advisors LLC
DECREASED2,1742,364-190-8%$277.7K$234.0K-$43.7K2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED2,1662,16600%$254.4K$233.1K-$21.3K2026-10-28
Momentous Wealth Management, Inc.
DECREASED2,1622,223-61-3%$261.1K$232.7K-$28.4K2026-10-21
Essential Investment Partners LLC
INCREASED2,1592,142+17+1%$251.6K$232.4K-$19.2K2026-10-27
Finward Bancorp
UNCHANGED2,1592,15900%$253.6K$232.4K-$21.2K2026-10-14
Elevated Capital Advisors, LLC
DECREASED2,1587,704-5,546-72%$904.9K$232.3K-$672.7K2026-11-04
Integrated Wealth Management
INCREASED2,1561,844+312+17%$216.6K$232.0K+$15.4K2026-10-19
Legacies Wealth LLC
UNCHANGED2,1542,15400%$253.0K$231.8K-$21.2K2026-11-02
tru Independence LLC
UNCHANGED2,1532,15300%$252.8K$231.7K-$21.1K2026-10-20
Constitution Capital LLC
UNCHANGED2,1502,15000%$252.5K$231.4K-$21.1K2026-10-23
Nearside Advisors, LLC
NEW2,146—+2,146——$231.0K—2026-10-20
Wilkerson Advisory Group LLC
INCREASED2,1441,353+791+58%$159.0K$230.7K+$71.7K2026-10-20
Firestone Capital Management
UNCHANGED2,1412,14100%$251.5K$230.4K-$21.0K2026-11-03
Mraz, Amerine & Associates, Inc.
INCREASED2,1392,000+139+7%$234.9K$230.2K-$4.7K2026-10-30
Voisard Asset Management Group, Inc.
NEW2,129—+2,129——$229.1K—2026-10-13
Scissortail Wealth Management, LLC
NEW2,124—+2,124——$228.6K—2026-11-03
Clarus Group, Inc.
INCREASED2,1232,122+1+0%$249.3K$228.5K-$20.7K2026-10-21
Global Strategic Investment Solutions, LLC
INCREASED2,1182,057+61+3%$241.6K$227.9K-$13.7K2026-10-16
Glass Jacobson Investment Advisors llc
DECREASED2,1092,117-80%$248.6K$227.0K-$21.7K2026-10-26
Hapanowicz & Associates Financial Services, Inc
UNCHANGED2,1062,10600%$247.4K$226.7K-$20.7K2026-10-29
Peak Financial Management, Inc.
UNCHANGED2,1062,10600%$247.5K$226.8K-$20.7K2026-10-16
Acorn Creek Capital LLC
DECREASED2,1032,120-17-1%$249.1K$226.3K-$22.7K2026-11-05
Purkiss Capital Advisors LLC
INCREASED2,0962,080+16+1%$244.3K$225.6K-$18.7K2026-11-06
Hill Island Financial LLC
DECREASED2,0932,106-13-1%$247.4K$225.3K-$22.1K2026-10-20
Chapman Financial Group, LLC
UNCHANGED2,0892,08900%$245.4K$224.8K-$20.5K2026-10-26
Orgel Wealth Management, LLC
NEW2,084—+2,084——$224.3K—2026-10-14
Weil Company, Inc.
INCREASED2,0831,888+195+10%$221.7K$224.2K+$2.5K2026-10-14
Accretive Wealth Partners, LLC
NEW2,082—+2,082——$224.1K—2026-11-06
Pennsylvania Capital Management Inc
INCREASED2,0822,080+2+0%$244.3K$224.1K-$20.2K2026-11-05
Hippocratic Financial Advisors, LLC
NEW2,072—+2,072——$223.0K—2026-10-13
GenTrust, LLC
DECREASED2,07011,118-9,048-81%$1.3M$222.8K-$1.1M2026-11-06
Axim Planning & Wealth
DECREASED2,0672,467-400-16%$289.8K$222.5K-$67.3K2026-10-28
Cornerstone Planning Group LLC
DECREASED2,0552,314-259-11%$259.6K$243.2K-$16.4K2026-10-16
New England Capital Financial Advisors LLC
INCREASED2,0552,047+8+0%$240.5K$221.2K-$19.3K2026-11-03
Gibraltar Capital Management, Inc.
NEW2,051—+2,051——$220.7K—2026-10-27
Kingstone Capital Partners Texas, LLC
INCREASED2,0482,040+8+0%$239.7K$220.4K-$19.2K2026-11-03
Blue Square Asset Management, LLC
UNCHANGED2,0452,04500%$240.2K$220.1K-$20.1K2026-11-02
Daviman Financial, LLC
DECREASED2,0432,375-332-14%$278.9K$219.9K-$59.1K2026-11-06
marrick wealth, LLC
DECREASED2,0402,080-40-2%$244.3K$219.6K-$24.8K2026-10-20
Maryland Capital Advisors Inc.
DECREASED2,0402,044-40%$240.1K$219.6K-$20.5K2026-10-15
Centerline Wealth Advisors, LLC
UNCHANGED2,0392,03900%$239.5K$219.5K-$20.0K2026-10-15
Capital Wealth Alliance, LLC
UNCHANGED2,0232,02300%$237.6K$217.7K-$19.9K2026-10-20
LightSquare Wealth Management, LLC
INCREASED2,0221,972+50+3%$231.6K$217.6K-$14.0K2026-11-03
University of Texas S AM Investment Management Co
DECREASED2,01931,794-29,775-94%$3.7M$217.3K-$3.5M2026-11-03
Farrell Financial LLC
INCREASED2,0182,011+7+0%$236.2K$217.2K-$19.0K2026-10-16
E6 Portfolios, LLC
DECREASED2,0172,061-44-2%$242.1K$217.0K-$25.0K2026-10-26
Macroview Investment Management LLC
DECREASED2,0162,100-84-4%$246.7K$217.0K-$29.7K2026-10-26
Defender Capital, Llc.
UNCHANGED2,0162,01600%$236.8K$217.0K-$19.8K2026-10-01
Anderson Hoagland & Co
UNCHANGED2,0152,01500%$236.7K$211.4K-$25.3K2026-10-23
Argos Wealth Advisors, LLC
DECREASED2,0122,029-17-1%$238.3K$216.6K-$21.8K2026-11-02
Tactive Advisors, LLC
NEW2,003—+2,003——$215.6K—2026-10-08
GuidedMoney, LLC
UNCHANGED2,0002,00000%$234.9K$215.3K-$19.7K2026-10-29
TL Private Wealth
UNCHANGED2,0002,00000%$223.6K$230.7K+$7.1K2026-10-13
Peck Wealth Management, LLC
UNCHANGED2,0002,00000%$234.9K$215.3K-$19.7K2026-10-29
Salzhauer Michael
UNCHANGED2,0002,00000%$234.9K$215.3K-$19.7K2026-10-28
Addison Advisors LLC
DECREASED1,9922,074-82-4%$243.6K$214.4K-$29.2K2026-11-06
Cottonwood Capital Advisors, LLC
DECREASED1,9921,997-50%$234.5K$214.4K-$20.1K2026-10-20
Keeler & Nadler Financial Planning & Wealth Management
DECREASED1,9862,018-32-2%$237.0K$213.7K-$23.3K2026-10-28
Southern Capital Advisors, LLC
INCREASED1,9861,985+1+0%$233.2K$213.8K-$19.4K2026-10-26
MontVue Capital Management, Inc.
UNCHANGED1,9841,98400%$233.0K$213.5K-$19.5K2026-10-19
Prospera Capital Management, LLC
NEW1,982—+1,982——$213.3K—2026-10-19
CJM Wealth Advisers, Ltd.
NEW1,974—+1,974——$212.5K—2026-10-27
Syntax Research, Inc.
INCREASED1,9741,973+1+0%$231.8K$212.5K-$19.3K2026-11-04
Spectrum Planning & Advisory Services Inc.
NEW1,973—+1,973——$212.3K—2026-11-05
Altar Rock LLC
INCREASED1,9661,855+111+6%$217.9K$233.6K+$15.7K2026-11-06
Stordahl Capital Management, Inc.
DECREASED1,9622,006-44-2%$235.6K$211.2K-$24.5K2026-10-22
Wellment Financial
INCREASED1,9611,834+127+7%$215.4K$211.1K-$4.4K2026-10-28
MFA Wealth Advisors, LLC
DECREASED1,9592,424-465-19%$284.8K$210.9K-$73.9K2026-10-07
Three Bridge Wealth Advisors, LLC
UNCHANGED1,9591,95900%$230.1K$210.8K-$19.3K2026-11-05
Triton Wealth Management, Pllc
DECREASED1,9581,984-26-1%$225.8K$202.1K-$23.8K2026-11-04
15 Wealth Advisors LLC
NEW1,954—+1,954——$210.3K—2026-10-14
Well Done, LLC
NEW1,954—+1,954——$210.3K—2026-10-20
Donalies Financial Planning, LLC
UNCHANGED1,9501,95000%$229.0K$209.9K-$19.2K2026-10-19
Old Peak Finance LLC
INCREASED1,9491,948+1+0%$228.8K$209.8K-$19.0K2026-11-02
Global Wealth Strategies & Associates
INCREASED1,9401,892+48+3%$222.3K$208.8K-$13.5K2026-10-02
Ballew Advisors, Inc
INCREASED1,9371,933+4+0%$217.9K$217.3K-$5472026-10-05
Foundry Financial Group, Inc.
DECREASED1,9352,263-328-14%$265.8K$208.3K-$57.5K2026-10-28
Wilkins Miller Wealth Management, LLC
DECREASED1,9351,980-45-2%$232.6K$208.3K-$24.3K2026-10-13
Gilliland Jeter Wealth Management LLC
UNCHANGED1,9291,92900%$226.5K$207.6K-$19.0K2026-10-28
Capstone Wealth Management, LLC
NEW1,928—+1,928——$207.5K—2026-11-02
Stonehearth Capital Management, LLC
UNCHANGED1,9281,92800%$226.5K$207.5K-$19.0K2026-10-13
Wellington Grp LLC
INCREASED1,9261,761+165+9%$206.8K$207.3K+$4482026-11-06
Elevated Financial Group LLC
NEW1,924—+1,924——$207.1K—2026-10-16
Wealth Quarterback LLC
DECREASED1,9232,575-652-25%$302.4K$207.0K-$95.4K2026-10-20
Euro Pacific Asset Management, LLC
NEW1,922—+1,922——$206.9K—2026-11-03
Smallwood Wealth Investment Management, LLC
DECREASED1,9051,999-94-5%$234.9K$205.1K-$29.8K2026-10-30
Avion Wealth
DECREASED1,8992,047-148-7%$240.0K$204.0K-$36.0K2026-11-04
HighRoad Wealth Advisors, LLC
UNCHANGED1,8901,89000%$222.0K$203.4K-$18.6K2026-10-14
Pacific Center for Financial Services
UNCHANGED1,8901,89000%$222.0K$203.4K-$18.6K2026-10-15
Tilia Fiduciary Partners, Inc.
NEW1,889—+1,889——$203.3K—2026-10-09
Stewardship Concepts Financial Services LLC
DECREASED1,8891,920-31-2%$225.5K$203.3K-$22.2K2026-10-06
Mascagni Wealth Management, Inc.
INCREASED1,8871,832+55+3%$215.2K$203.1K-$12.1K2026-10-23
MBE Wealth Management, LLC
DECREASED1,8852,377-492-21%$279.2K$202.9K-$76.3K2026-10-26
TKG Advisors, LLC
UNCHANGED1,8841,88400%$221.3K$202.8K-$18.5K2026-11-02
Tandem Investment Advisors, Inc.
NEW1,882—+1,882——$202.6K—2026-11-04
Gaddis Premier Wealth Advisors LLC
NEW1,881—+1,881——$202.5K—2026-10-29
Barlow Wealth Partners, LLC
NEW1,873—+1,873——$220.9K—2026-10-15
Financial Concepts Unlimited, Inc.
INCREASED1,8721,871+1+0%$219.8K$201.4K-$18.3K2026-11-06
Peterson Wealth Advisors, LLC
DECREASED1,8602,147-287-13%$252.2K$200.2K-$52.0K2026-10-08
Arlington Financial Advisors, LLC
DECREASED1,8602,037-177-9%$239.3K$200.2K-$39.1K2026-10-19
WMG Financial Advisors, LLC
UNCHANGED1,8551,85500%$217.9K$217.9K$02026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED1,8351,83500%$215.5K$197.5K-$18.0K2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED1,8191,81900%$213.7K$195.8K-$17.9K2026-11-03
Cannon Advisors, Inc.
DECREASED1,7632,016-253-13%$236.1K$202.9K-$33.2K2026-10-14
Alpine Bank Wealth Management
DECREASED1,7622,182-420-19%$256.3K$189.6K-$66.7K2026-10-16
Louisbourg Investments Inc.
INCREASED1,7251,650+75+5%$193.8K$185.7K-$8.1K2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED1,7151,71500%$201.4K$184.6K-$16.9K2026-11-02
IMG Wealth Management, Inc.
INCREASED1,6711,666+5+0%$195.7K$179.9K-$15.8K2026-10-27
Coston, McIsaac & Partners
INCREASED1,6691,668+1+0%$195.0K$179.7K-$15.3K2026-11-06
Rational Advisors, Inc.
INCREASED1,6631,451+212+15%$170.4K$179.0K+$8.6K2026-11-02
Clayton Financial Group LLC
DECREASED1,6501,900-250-13%$223.2K$177.6K-$45.6K2026-10-13
Burkett Financial Services, LLC
INCREASED1,6151,609+6+0%$189.0K$173.8K-$15.2K2026-10-01
Retirement Wealth Solutions LLC
INCREASED1,6121,501+111+7%$176.3K$173.4K-$2.9K2026-10-07
Winch Advisory Services, LLC
INCREASED1,6061,437+169+12%$168.8K$172.8K+$4.0K2026-11-06
Hoey Investments, Inc
UNCHANGED1,5891,58900%$186.6K$171.0K-$15.6K2026-10-29
Putney Financial Group LLC
NEW1,554—+1,554——$167.3K—2026-10-30
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED1,5361,153+383+33%$135.4K$165.3K+$29.9K2026-11-06
DeDora Capital, Inc.
NEW1,524—+1,524——$164.0K—2026-10-26
Nova Financial LLC
NEW1,503—+1,503——$161.8K—2026-11-04
Cedar Mountain Advisors, LLC
DECREASED1,4711,479-8-1%$173.8K$158.3K-$15.4K2026-10-15
Sunrise Financial Services, LLC
UNCHANGED1,4521,45200%$170.6K$156.3K-$14.3K2026-10-21
Holos Integrated Wealth LLC
INCREASED1,431534+897+168%$59.7K$152.4K+$92.7K2026-10-23
10Elms LLP
DECREASED1,4231,437-14-1%$168.8K$153.2K-$15.6K2026-11-06
Madden Securities Corp
NEW1,408—+1,408——$151.5K—2026-10-27
SRH Advisors, LLC
DECREASED1,4002,400-1,000-42%$281.9K$150.7K-$131.2K2026-10-22
Joseph Group Capital Management
DECREASED1,3991,446-47-3%$169.8K$150.6K-$19.3K2026-11-04
Mascoma Wealth Management LLC
INCREASED1,3981,265+133+11%$148.6K$150.5K+$1.9K2026-10-23
Rachor Investment Advisory Services, LLC
INCREASED1,3891,384+5+0%$162.5K$149.5K-$13.0K2026-10-29
Richardson Capital Management LLC
UNCHANGED1,3851,38500%$162.7K$149.1K-$13.6K2026-10-23
DecisionPoint Financial, LLC
DECREASED1,3771,380-30%$161.5K$149.8K-$11.7K2026-10-27
Beacon Capital Management, Inc.
NEW1,366—+1,366——$147.0K—2026-10-13
Global Trust Asset Management, LLC
INCREASED1,3641,344+20+1%$157.8K$146.8K-$11.1K2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED1,2871,28700%$151.2K$138.5K-$12.7K2026-10-23
Planning Strategies Inc.
INCREASED1,2631,252+11+1%$147.1K$135.9K-$11.1K2026-10-02
True Wealth Design, LLC
INCREASED1,2531,220+33+3%$143.3K$134.9K-$8.4K2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED1,2191,019+200+20%$120.0K$131.0K+$11.0K2026-10-14
Moisand Fitzgerald Tamayo, LLC
INCREASED1,2071,045+162+16%$122.7K$129.9K+$7.2K2026-10-15
Dynamic Wealth Strategies, LLC
UNCHANGED1,1891,18900%$139.7K$128.0K-$11.7K2026-10-16
Activest Wealth Management
DECREASED1,1881,325-137-10%$155.6K$127.9K-$27.8K2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED1,183795+388+49%$93.4K$127.3K+$33.9K2026-11-02
Sava Infond d.o.o.
UNCHANGED1,1701,17000%$137.4K$125.9K-$11.5K2026-10-28
Aspect Partners, LLC
INCREASED1,159831+328+39%$97.6K$124.7K+$27.1K2026-10-20
IAG Wealth Partners, LLC
UNCHANGED1,1141,11400%$130.9K$119.9K-$11.0K2026-11-06
Accordant Advisory Group Inc
UNCHANGED1,1001,10000%$129.2K$118.4K-$10.8K2026-10-29
Rakuten Securities, Inc.
INCREASED1,084541+543+100%$63.5K$116.7K+$53.1K2026-11-02
Acumen Wealth Advisors, LLC
INCREASED1,080954+126+13%$112.1K$116.2K+$4.2K2026-11-05
Valued Wealth Advisors LLC
INCREASED1,0631,032+31+3%$121.3K$114.4K-$6.9K2026-11-05
Cdkv Holdings LLC
DECREASED1,0601,114-54-5%$130.9K$114.1K-$16.8K2026-10-28
Covestor Ltd
DECREASED1,0401,393-353-25%$164.0K$112.0K-$52.0K2026-10-30
Jcic Asset Management Inc.
UNCHANGED1,0401,04000%$80.7K$111.9K+$31.2K2026-10-30
Harbor Asset Planning, Inc.
INCREASED1,0371,036+1+0%$121.8K$111.6K-$10.1K2026-10-23
Polaris Financial Partners
NEW1,029—+1,029——$111—2026-10-02
Morton Brown Family Wealth, LLC
INCREASED1,011805+206+26%$94.5K$108.8K+$14.3K2026-10-23
Barnes Dennig Private Wealth Management LLC
INCREASED1,001951+50+5%$111.7K$107.7K-$4.0K2026-10-30
Hoese & Co LLP
UNCHANGED1,0001,00000%$117.5K$107.6K-$9.8K2026-10-21
Intesa Sanpaolo Wealth Management
DECREASED98625,249-24,263-96%$3.0M$106.1K-$2.9M2026-10-28
Evolution Wealth Management Inc.
DECREASED9781,072-94-9%$125.9K$105.2K-$20.7K2026-10-28
Chung Wu Investment Group, LLC
UNCHANGED93193100%$109.4K$100.2K-$9.2K2026-11-03
Goodman Advisory Group, LLC
DECREASED9024,101-3,199-78%$481.7K$97.1K-$384.6K2026-11-02
Leonteq Securities AG
DECREASED90019,047-18,147-95%$2.2M$96.9K-$2.1M2026-10-29
Align Financial, LLC
INCREASED896845+51+6%$99.3K$96.4K-$2.8K2026-10-16
Breakwater Investment Management
DECREASED889890-10%$104.5K$95.7K-$8.9K2026-10-20
Y.D. More Investments Ltd
DECREASED8751,010-135-13%$118.6K$94.2K-$24.5K2026-11-02
Brown Shipley& Co Ltd
DECREASED8622,082-1,220-59%$244.6K$92.8K-$151.8K2026-10-09
Sarver Vrooman Wealth Advisors
UNCHANGED81281200%$93.6K$87.4K-$6.2K2026-10-01
Reyes Financial Architecture, Inc.
INCREASED801715+86+12%$84.0K$86.2K+$2.2K2026-10-22
Robbins Farley
DECREASED786835-49-6%$98.1K$84.6K-$13.5K2026-10-21
Rydar Equities, Inc.
NEW780—+780——$91.6K—2026-10-13
UMB Private Wealth Management, LLC
NEW780—+780——$84.0K—2026-10-19
Whipplewood Advisors, LLC
DECREASED7791,031-252-24%$121.1K$83.8K-$37.3K2026-10-20
AXS Investments LLC
DECREASED731873-142-16%$102.5K$78.7K-$23.9K2026-11-04
Marquette Asset Management, LLC
UNCHANGED72572500%$85.2K$78.0K-$7.1K2026-10-09
RMG Wealth Management LLC
UNCHANGED72372300%$89.5K$75.5K-$14.0K2026-10-26
High Point Wealth Management, LLC
UNCHANGED71271200%$83.6K$76.6K-$7.0K2026-11-05
Birchwood Financial Partners, Inc.
INCREASED688635+53+8%$74.6K$74.0K-$5382026-11-02
Bare Financial Services, Inc
INCREASED669668+1+0%$78.5K$72.0K-$6.5K2026-11-04
Creative Capital Management Investments LLC
INCREASED665582+83+14%$68.4K$71.6K+$3.2K2026-10-28
Financial Network Wealth Advisors LLC
DECREASED6541,142-488-43%$134.1K$70.4K-$63.7K2026-10-28
Clark Wealth Partners
INCREASED640576+64+11%$67.6K$68.9K+$1.2K2026-10-19
3 Factor Indexing, LLC
UNCHANGED61461400%$72.1K$66.1K-$6.0K2026-10-15
DiNuzzo Private Wealth, Inc.
DECREASED603604-10%$70.9K$64.9K-$6.0K2026-10-16
Horizon Financial Services, LLC
DECREASED575605-30-5%$71.1K$61.9K-$9.2K2026-11-04
Downshift Financial, LLC
INCREASED555552+3+1%$64.8K$59.7K-$5.1K2026-10-13
CKW Financial Group
INCREASED551536+15+3%$63.0K$60-$62.9K2026-10-29
John Boyer, Inc.
NEW546—+546——$58.8K—2026-10-27
United Financial Planning Group LLC
INCREASED517376+141+38%$44.2K$55.6K+$11.5K2026-11-04
Navigoe, LLC
DECREASED513514-10%$60.0K$55.0K-$5.0K2026-11-04
LFA - Lugano Financial Advisors SA
UNCHANGED50050000%$58.7K$53.8K-$4.9K2026-11-03
Torren Management, LLC
DECREASED447450-3-1%$52.9K$48.1K-$4.7K2026-10-29
Investment Research & Advisory Group, Inc.
INCREASED409408+1+0%$59.7K$66.5K+$6.7K2026-10-19
Nvwm, LLC
INCREASED388269+119+44%$31.7K$41.8K+$10.2K2026-10-14
Luken Investment Analytics, LLC
UNCHANGED38338300%$45.0K$41.2K-$3.8K2026-11-06
Hurley Capital, LLC
DECREASED3712,320-1,949-84%$272.5K$40.0K-$232.5K2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED363303+60+20%$35.6K$39.1K+$3.5K2026-10-21
Advantage Trust Co
UNCHANGED35035000%$41.1K$37.7K-$3.4K2026-10-19
Sherman Asset Management, Inc.
UNCHANGED34234200%$40.2K$36.8K-$3.4K2026-11-05
West Financial Advisors, LLC
UNCHANGED30930900%$36.3K$33.3K-$3.0K2026-10-22
Tributary Capital Management, LLC
NEW306—+306——$32.9K—2026-10-28
Strategic Advocates LLC
INCREASED303201+102+51%$23.6K$32.6K+$9.0K2026-11-03
Blueline Advisors LLC
NEW300—+300——$32.3K—2026-10-15
Berbice Capital Management LLC
DECREASED300301-10%$35.4K$32.3K-$3.1K2026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED295258+37+14%$30.3K$31.8K+$1.4K2026-10-28
Access Investment Management LLC
UNCHANGED29429400%$34.5K$31.6K-$2.9K2026-10-23
Maseco LLP
INCREASED292242+50+21%$28.4K$31.4K+$3.0K2026-10-27
Kings Path Partners LLC
UNCHANGED29129100%$34.2K$31.3K-$2.9K2026-10-21
Halbert Hargrove Global Advisors, LLC
INCREASED257106+151+142%$12.4K$27.7K+$15.3K2026-10-16
Zeit Capital LLC
UNCHANGED25025000%$29.4K$26.9K-$2.5K2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED23523500%$27.6K$25.3K-$2.3K2026-10-23
Peterson Wealth Management
DECREASED234326-92-28%$38.3K$25.2K-$13.1K2026-11-06
Ulland Investment Advisors, LLC
UNCHANGED23123100%$27.0K$25.0K-$2.0K2026-10-13
Fortis Group Advisors, LLC
INCREASED227220+7+3%$25.8K$24.4K-$1.4K2026-11-06
Bayforest Capital Ltd
NEW208—+208——$22.4K—2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED20867,391-67,183-100%$7.9M$22.4K-$7.9M2026-10-29
General Partner, Inc.
UNCHANGED20820800%$24.4K$22.4K-$2.0K2026-10-05
Frankly Finances, LLC
UNCHANGED20020000%$23.5K$21.5K-$2.0K2026-10-28
Curat Global, LLC
UNCHANGED20020000%$23.5K$21.5K-$2.0K2026-10-26
KFG LLC
NEW198—+198——$21.3K—2026-11-02
MidAtlantic Capital Management, Inc.
NEW194—+194——$20.9K—2026-11-05
RHL Group, LLC
UNCHANGED18218200%$21.3K$19.6K-$1.7K2026-11-04
Roxbury Financial LLC
UNCHANGED17017000%$20.0K$18.3K-$1.7K2026-10-01
Newton One Investments LLC
DECREASED161411-250-61%$48.3K$17.3K-$30.9K2026-10-14
Networth Advisors, LLC
UNCHANGED12312300%$14.4K$13.3K-$1.2K2026-11-03
Aventus Investment Advisors, Inc.
UNCHANGED11811800%$13.9K$12.7K-$1.2K2026-10-09
Costello Asset Management, Inc
DECREASED100119-19-16%$14.0K$10.8K-$3.2K2026-10-30
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED969600%$11.3K$10.3K-$9442026-10-07
Livelsberger Financial Advisory
NEW91—+91——$9.8K—2026-10-28
Alta Capital Management LLC/
NEW89—+89——$9.6K—2026-10-26
IFS Advisors, LLC
INCREASED8736+51+142%$4.3K$9.4K+$5.1K2026-10-14
McCarley & Cook Financial Planners
UNCHANGED858500%$10.0K$9.2K-$8152026-10-21
WestEnd Advisors, LLC
UNCHANGED686800%$8.0K$7.3K-$6682026-10-27
PayPay Securities Corp
DECREASED6776-9-12%$8.9K$7.2K-$1.7K2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED616100%$7.2K$6.6K-$6002026-10-14
Sfam, LLC
UNCHANGED585800%$6.8K$6.2K-$5662026-11-03
GK Wealth Management LLC
NEW44—+44——$4.7K—2026-10-09
LAM Group, Inc.
UNCHANGED424200%$4.9K$4.5K-$4132026-10-26
Vermillion Wealth Management, Inc.
DECREASED41784-743-95%$92.2K$4.5K-$87.7K2026-10-26
Mountain Hill Investment Partners Corp.
INCREASED401+39+3900%$133$4.3K+$4.2K2026-10-23
Transce3nd, LLC
NEW30—+30——$3.2K—2026-10-26
Decker Retirement Planning Inc.
DECREASED2555-30-55%$6.5K$2.7K-$3.8K2026-10-19
Fairman Group, LLC
UNCHANGED212100%$2.5K$2.3K-$2072026-10-26
Nvest Wealth Strategies, Inc.
DECREASED1827-9-33%$3.2K$1.9K-$1.2K2026-10-14
Noble Wealth Management PBC
DECREASED1719-2-11%$2.2K$1.8K-$4022026-10-01
Pzena Investment Management LLC
CLOSED01,281,329-1,281,329-100%$150.5M$0-$150.5M2026-10-30
CFC Planning Co LLC
CLOSED0112,251-112,251-100%$13.2M$0-$13.2M2026-10-28
Hudson Edge Investment Partners Inc.
CLOSED056,346-56,346-100%$6.6M$0-$6.6M2026-10-28
CenterBook Partners LP
CLOSED052,707-52,707-100%$6.2M$0-$6.2M2026-11-02
Corda Investment Management, Llc.
CLOSED051,748-51,748-100%$6.1M$0-$6.1M2026-10-22
Q3 Asset Management
CLOSED036,086-36,086-100%$4.2M$0-$4.2M2026-11-06
St. Louis Financial Planners Asset Management, LLC
CLOSED033,711-33,711-100%$3.8M$0-$3.8M2026-10-16
Patton Fund Management, Inc.
CLOSED025,211-25,211-100%$3.0M$0-$3.0M2026-10-13
Wellington Shields & Co., LLC
CLOSED024,924-24,924-100%$2.9M$0-$2.9M2026-11-03
Milestone Asset Management, LLC
CLOSED024,690-24,690-100%$2.9M$0-$2.9M2026-10-15
Mitsubishi UFJ Asset Management (UK) Ltd.
CLOSED024,000-24,000-100%$2.8M$0-$2.8M2026-10-22
OmniStar Financial Group, Inc.
CLOSED021,415-21,415-100%$2.5M$0-$2.5M2026-10-26
Arbor Capital Management Inc
CLOSED018,324-18,324-100%$2.1M$0-$2.1M2026-10-21
Bochk Asset Management Ltd
CLOSED013,000-13,000-100%$1.5M$0-$1.5M2026-10-29
Mirae Asset Securities (USA) Inc.
CLOSED012,560-12,560-100%$1.5M$0-$1.5M2026-10-15
Providence First Trust Co
CLOSED012,308-12,308-100%$1.4M$0-$1.4M2026-11-02
Beam Wealth Advisors, Inc.
CLOSED011,657-11,657-100%$1.4M$0-$1.4M2026-11-03
Financial Management Network Inc
CLOSED010,696-10,696-100%$1.2M$0-$1.2M2026-10-09
PCG Asset Management, LLC
CLOSED09,334-9,334-100%$1.1M$0-$1.1M2026-11-05
Johnson Financial Group, LLC
CLOSED08,923-8,923-100%$1.0M$0-$1.0M2026-11-03
FNY Investment Advisers, LLC
CLOSED08,500-8,500-100%$998.0K$0-$998.0K2026-10-16
Thompson Davis & Co., Inc.
CLOSED06,806-6,806-100%$799.4K$0-$799.4K2026-11-05
WIN Advisors, Inc
CLOSED06,284-6,284-100%$738.1K$0-$738.1K2026-11-06
BFI Infinity Ltd.
CLOSED06,169-6,169-100%$724.6K$0-$724.6K2026-10-16
Waycross Partners, LLC
CLOSED06,076-6,076-100%$713.7K$0-$713.7K2026-11-03
Marest Capital, LLC
CLOSED05,895-5,895-100%$692.5K$0-$692.5K2026-10-23
Hofer & Associates. Inc
CLOSED05,631-5,631-100%$661.4K$0-$661.4K2026-10-13
WBI Investments, LLC
CLOSED05,325-5,325-100%$625.5K$0-$625.5K2026-11-05
Vanguard Capital Wealth Advisors
CLOSED05,011-5,011-100%$588.6K$0-$588.6K2026-10-16
Mariner Investment Group LLC
CLOSED05,000-5,000-100%$587.3K$0-$587.3K2026-11-04
Davis Investment Partners, LLC
CLOSED04,905-4,905-100%$576.1K$0-$576.1K2026-11-05
Factor Wealth Management LTD
CLOSED04,196-4,196-100%$492.9K$0-$492.9K2026-10-08
Moller Wealth Partners
CLOSED04,020-4,020-100%$472.2K$0-$472.2K2026-10-15
West Tower Group, LLC
CLOSED04,000-4,000-100%$469.8K$0-$469.8K2026-10-14
AlphaCentric Advisors LLC
CLOSED03,628-3,628-100%$426.1K$0-$426.1K2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
CLOSED03,573-3,573-100%$419.7K$0-$419.7K2026-10-22
Aspen Wealth Management LLC
CLOSED03,293-3,293-100%$386.8K$0-$386.8K2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED03,255-3,255-100%$382.4K$0-$382.4K2026-10-27
DBK Financial Counsel, LLC
CLOSED03,128-3,128-100%$367.5K$0-$367.5K2026-10-13
Broussard Financial Group LLC
CLOSED03,032-3,032-100%$356.1K$0-$356.1K2026-10-26
Provident Wealth Management, LLC
CLOSED03,005-3,005-100%$353.0K$0-$353.0K2026-10-20
Impact Investors, Inc
CLOSED02,768-2,768-100%$325.1K$0-$325.1K2026-11-02
CogentBlue Wealth Advisors, LLC
CLOSED02,697-2,697-100%$316.8K$0-$316.8K2026-10-09
Mach-1 Financial Group, LLC
CLOSED02,672-2,672-100%$313.9K$0-$313.9K2026-11-06
Heritage OAK Wealth Advisors LLC
CLOSED02,620-2,620-100%$307.7K$0-$307.7K2026-10-14
RIA Advisory Group LLC
CLOSED02,499-2,499-100%$293.6K$0-$293.6K2026-10-15
Climber Capital SA
CLOSED02,465-2,465-100%$289.0K$0-$289.0K2026-10-20
Grandview Asset Management LLC
CLOSED02,255-2,255-100%$264.9K$0-$264.9K2026-10-19
Sage Investment Advisers LLC
CLOSED02,226-2,226-100%$261.4K$0-$261.4K2026-10-21
Point Nemo Capital, LLC
CLOSED02,203-2,203-100%$258.8K$0-$258.8K2026-11-03
Great Point Wealth Advisors, LLC
CLOSED02,105-2,105-100%$247.2K$0-$247.2K2026-10-15
Peachtree Investment Partners, LLC
CLOSED01,997-1,997-100%$234.6K$0-$234.6K2026-11-05
Lazari Capital Management, Inc.
CLOSED01,931-1,931-100%$226.8K$0-$226.8K2026-10-20
Schulz Wealth, Ltd.
CLOSED01,900-1,900-100%$223.2K$0-$223.2K2026-11-03
Armstrong Henry H Associates Inc
CLOSED01,897-1,897-100%$222.8K$0-$222.8K2026-10-07
Englebert Financial Advisers, LLC
CLOSED01,891-1,891-100%$222.1K$0-$222.1K2026-10-20
Eddie Patel Inc
CLOSED01,876-1,876-100%$220.4K$0-$220.4K2026-11-02
Lockerman Financial Group, Inc.
CLOSED01,874-1,874-100%$220.1K$0-$220.1K2026-10-19
FF Advisors,LLC
CLOSED01,869-1,869-100%$219.5K$0-$219.5K2026-10-21
Taylor Securities Services, Inc.
CLOSED01,867-1,867-100%$219.3K$0-$219.3K2026-10-20
Mustard Seed Financial, LLC
CLOSED01,844-1,844-100%$216.6K$0-$216.6K2026-10-30
Clear Point Advisors Inc.
CLOSED01,842-1,842-100%$216.3K$0-$216.3K2026-10-30
First Security Investment Management, Inc.
CLOSED01,838-1,838-100%$215.9K$0-$215.9K2026-11-05
Breachway Investments LLC
CLOSED01,830-1,830-100%$215.0K$0-$215.0K2026-10-19
Elmwood Wealth Management, Inc.
CLOSED01,827-1,827-100%$214.6K$0-$214.6K2026-10-14
jvl associates llc
CLOSED01,824-1,824-100%$214.2K$0-$214.2K2026-10-09
Strata Wealth Advisors, LLC
CLOSED01,818-1,818-100%$213.5K$0-$213.5K2026-10-16
Tamar Securities, LLC
CLOSED01,816-1,816-100%$213.3K$0-$213.3K2026-11-03
Absher Wealth Management, LLC
CLOSED01,816-1,816-100%$213.4K$0-$213.4K2026-11-02
Adamsbrown Wealth Consultants LLC
CLOSED01,809-1,809-100%$212.5K$0-$212.5K2026-10-20
Hoge Financial Services, LLC
CLOSED01,804-1,804-100%$211.9K$0-$211.9K2026-11-05
NavPoint Financial, Inc.
CLOSED01,800-1,800-100%$211.4K$0-$211.4K2026-10-21
Winnacle Wealth LLC
CLOSED01,798-1,798-100%$211.2K$0-$211.2K2026-10-15
Valley Brook Capital Group, Inc.
CLOSED01,795-1,795-100%$210.8K$0-$210.8K2026-10-26
McClarren Financial Advisors, Inc.
CLOSED01,758-1,758-100%$206.5K$0-$206.5K2026-10-15
Ehrlich Financial Group
CLOSED01,757-1,757-100%$206.4K$0-$206.4K2026-10-20
Pachira Investments Inc.
CLOSED01,755-1,755-100%$206.1K$0-$206.1K2026-10-14
Lakeshore Capital Group, Inc.
CLOSED01,747-1,747-100%$205.2K$0-$205.2K2026-10-20
Essex LLC
CLOSED01,743-1,743-100%$204.8K$0-$204.8K2026-10-14
Nitor Capital Management, LLC
CLOSED01,742-1,742-100%$204.6K$0-$204.6K2026-11-04
Sidoxia Capital Management, LLC
CLOSED01,740-1,740-100%$204.4K$0-$204.4K2026-10-28
Wisconsin Wealth Advisors, LLC
CLOSED01,737-1,737-100%$204.0K$0-$204.0K2026-10-08
Mid-American Wealth Advisory Group, Inc.
CLOSED01,736-1,736-100%$203.9K$0-$203.9K2026-10-21
Mullaney, Keating & Wright, Inc.
CLOSED01,735-1,735-100%$203.8K$0-$203.8K2026-10-19
White Pine Investment Co
CLOSED01,734-1,734-100%$204.0K$0-$204.0K2026-10-15
Redw Wealth LLC
CLOSED01,729-1,729-100%$203.1K$0-$203.1K2026-11-02
Acorn Financial Advisory Services Inc
CLOSED01,720-1,720-100%$202.0K$0-$202.0K2026-11-02
Closed-End Fund Advisors, Inc.
CLOSED01,715-1,715-100%$201.4K$0-$201.4K2026-11-04
Mcdaniel Terry & Co
CLOSED01,714-1,714-100%$201.3K$0-$201.3K2026-11-05
McElhenny Sheffield Capital Management, LLC
CLOSED01,712-1,712-100%$201.1K$0-$201.1K2026-11-06
Bannerman Wealth Management Group, LLC
CLOSED01,712-1,712-100%$201.1K$0-$201.1K2026-10-09
Wedgewood Investors Inc
CLOSED01,710-1,710-100%$200.9K$0-$200.9K2026-10-28
Summit Place Financial Advisors, LLC
CLOSED01,710-1,710-100%$200.9K$0-$200.9K2026-10-23
Evolution Advisers, Inc.
CLOSED01,457-1,457-100%$171.0K$0-$171.0K2026-11-06
Wellington Shields Capital Management, LLC
CLOSED01,424-1,424-100%$167.2K$0-$167.2K2026-11-03
Merrithew & Thorsten Inc
CLOSED01,355-1,355-100%$159.0K$0-$159.0K2026-11-06
Bullseye Investment Management, LLC
CLOSED01,351-1,351-100%$158.7K$0-$158.7K2026-10-29
Founders Capital Management
CLOSED01,326-1,326-100%$155.8K$0-$155.8K2026-10-13
Innova Wealth Partners
CLOSED0975-975-100%$114.5K$0-$114.5K2026-10-21
Strategic Wealth Advisors LLC
CLOSED0558-558-100%$42$0-$422026-11-06
Stone House Investment Management, LLC
CLOSED0513-513-100%$60.3K$0-$60.3K2026-10-23
Solstein Capital, LLC
CLOSED0476-476-100%$55.9K$0-$55.9K2026-11-02
Islay Capital Management, LLC
CLOSED0115-115-100%$13.5K$0-$13.5K2026-10-20
NorthAvenue LLC
CLOSED0106-106-100%$12.5K$0-$12.5K2026-10-29
Comprehensive Financial Planning, Inc.
CLOSED080-80-100%$9.4K$0-$9.4K2026-10-27
Robinswood Financial LLC
CLOSED067-67-100%$8.0K$0-$8.0K2026-10-20
Fiduciary Advisors, Inc.
CLOSED052-52-100%$6.1K$0-$6.1K2026-10-16
GS Investments, Inc.
CLOSED03-3-100%$352$0-$3522026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED000—$2.6M$2.2M-$359.6K2026-10-29
BlackRock, Inc.
N/A—358,672,289-358,672,289-100%$42.1B———
Vanguard Capital Management LLC
N/A—244,787,330-244,787,330-100%$28.8B———
State Street Corp
N/A—197,153,062-197,153,062-100%$23.2B———
Invesco Ltd.
N/A—138,187,071-138,187,071-100%$16.2B———
Vanguard Portfolio Management LLC
N/A—119,309,850-119,309,850-100%$14.0B———
Morgan Stanley
N/A—80,401,715-80,401,715-100%$9.4B———
FMR LLC
N/A—76,063,526-76,063,526-100%$8.9B———
Capital Research Global Investors
N/A—67,174,294-67,174,294-100%$7.9B———
Norges Bank
N/A—54,835,694-54,835,694-100%$6.4B———
Bank of America Corp
N/A—50,164,984-50,164,984-100%$5.9B———
JPMorgan Chase & Co
N/A—48,926,967-48,926,967-100%$5.8B———
Northern Trust Corp
N/A—46,006,896-46,006,896-100%$5.4B———
Price T Rowe Associates Inc
N/A—43,575,065-43,575,065-100%$5.1B———
UBS Asset Management Americas LLC
N/A—43,450,141-43,450,141-100%$5.1B———
Franklin Resources Inc
N/A—43,390,831-43,390,831-100%$5.1B———
Goldman Sachs Group Inc
N/A—41,718,668-41,718,668-100%$4.9B———
Wells Fargo & Company
N/A—37,731,017-37,731,017-100%$4.4B———
Charles Schwab Investment Management Inc
N/A—32,839,926-32,839,926-100%$3.9B———
Legal & General Group Plc
N/A—32,143,460-32,143,460-100%$3.8B———
Ameriprise Financial Inc
N/A—30,606,231-30,606,231-100%$3.6B———
UBS Group AG
N/A—27,793,346-27,793,346-100%$3.3B———
Nuveen, LLC
N/A—23,620,908-23,620,908-100%$2.8B———
Capital International Investors
N/A—22,677,729-22,677,729-100%$2.7B———
Vanguard Fiduciary Trust Co
N/A—21,861,047-21,861,047-100%$2.6B———
Royal Bank of Canada
N/A—21,704,098-21,704,098-100%$2.5B———
First Trust Advisors LP
N/A—21,358,742-21,358,742-100%$2.5B———
Arrowstreet Capital, Limited Partnership
N/A—19,339,431-19,339,431-100%$2.3B———
Wellington Management Group LLP
N/A—17,163,058-17,163,058-100%$2.0B———
HSBC Holdings PLC
N/A—17,060,205-17,060,205-100%$2.0B———
Nordea Investment Management AB
N/A—14,458,602-14,458,602-100%$1.7B———
Alliancebernstein L.P.
N/A—12,828,322-12,828,322-100%$995.3M———
Victory Capital Management Inc
N/A—12,802,148-12,802,148-100%$1.5B———
SG Americas Securities, LLC
N/A—12,739,652-12,739,652-100%$1.5B———
Stifel Financial Corp
N/A—12,692,951-12,692,951-100%$1.5B———
BNP Paribas Financial Markets
N/A—12,153,581-12,153,581-100%$1.4B———
Swiss National Bank
N/A—11,140,500-11,140,500-100%$1.3B———
Envestnet Asset Management Inc
N/A—10,036,893-10,036,893-100%$1.2B———
National Pension Service
N/A—9,713,396-9,713,396-100%$1.1B———
Canada Pension Plan Investment Board
N/A—9,573,194-9,573,194-100%$1.1B———
Raymond James Financial Inc
N/A—9,568,647-9,568,647-100%$1.1B———
Jane Street Group, LLC
N/A—9,280,415-9,280,415-100%$1.1B———
Vanguard Asset Management, Ltd
N/A—8,923,052-8,923,052-100%$1.0B———
Vanguard Global Advisers, LLC
N/A—8,550,825-8,550,825-100%$1.0B———
Allianz Asset Management GmbH
N/A—8,112,214-8,112,214-100%$952.9M———
Bank of Montreal
N/A—7,544,247-7,544,247-100%$886.1M———
California Public Employees Retirement System
N/A—7,075,779-7,075,779-100%$831.1M———
Rhumbline Advisers
N/A—7,004,591-7,004,591-100%$822.8M———
National Bank of Canada
N/A—6,455,364-6,455,364-100%$758.2M———
FIL Ltd
N/A—6,388,582-6,388,582-100%$750.4M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—6,051,039-6,051,039-100%$710.8M———
California State Teachers Retirement System
N/A—6,011,664-6,011,664-100%$706.1M———
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A—6,000,000-6,000,000-100%$704.8M———
Acadian Asset Management LLC
N/A—5,894,212-5,894,212-100%$692.3M———
Neuberger Berman Group LLC
N/A—5,602,513-5,602,513-100%$658.1M———
Voya Investment Management LLC
N/A—5,406,007-5,406,007-100%$634.3M———
Primecap Management Co
N/A—4,838,460-4,838,460-100%$568.3M———
Canada Life Assurance Co
N/A—4,743,634-4,743,634-100%$556.0M———
Caisse de Depot ET Placement DU Quebec
N/A—4,711,992-4,711,992-100%$553.5M———
New York State Common Retirement Fund
N/A—4,659,627-4,659,627-100%$547.3M———
Bessemer Group Inc
N/A—4,577,974-4,577,974-100%$537.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—4,257,987-4,257,987-100%$500.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—4,252,802-4,252,802-100%$495.8M———
Schroder Investment Management Group
N/A—4,166,730-4,166,730-100%$489.4M———
Susquehanna International Group, LLP
N/A—4,144,218-4,144,218-100%$486.8M———
D. E. Shaw & Co., Inc.
N/A—4,092,136-4,092,136-100%$480.7M———
HighTower Advisors, LLC
N/A—4,056,824-4,056,824-100%$476.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—3,966,697-3,966,697-100%$465.9M———
Natixis Advisors, LLC
N/A—3,964,193-3,964,193-100%$465.6M———
1832 Asset Management L.P.
N/A—3,742,278-3,742,278-100%$439.6M———
APG Asset Management N.V.
N/A—3,637,867-3,637,867-100%$373.7M———
Marshall Wace, LLP
N/A—3,565,600-3,565,600-100%$418.8M———
Aviva PLC
N/A—3,528,998-3,528,998-100%$414.5M———
AQR Capital Management LLC
N/A—3,512,188-3,512,188-100%$412.5M———
Adage Capital Partners GP, L.L.C.
N/A—3,462,621-3,462,621-100%$406.7M———
Qube Research & Technologies Ltd
N/A—3,387,221-3,387,221-100%$397.9M———
State Board of Administration of Florida Retirement System
N/A—3,385,033-3,385,033-100%$397.6M———
TD Asset Management Inc
N/A—3,379,389-3,379,389-100%$396.9M———
BNP Paribas Asset Management Holding S.A.
N/A—3,373,638-3,373,638-100%$396.2M———
American Century Companies Inc
N/A—3,307,689-3,307,689-100%$388.5M———
Manufacturers Life Insurance Company, the
N/A—3,307,568-3,307,568-100%$388.5M———
Royal London Asset Management LTD
N/A—3,297,324-3,297,324-100%$387.3M———
Danske Bank A/S
N/A—3,291,076-3,291,076-100%$386.6M———
Prudential Financial Inc
N/A—3,151,452-3,151,452-100%$370.2M———
Nomura Asset Management Co LTD
N/A—3,094,654-3,094,654-100%$363.5M———
London Co of Virginia
N/A—3,084,363-3,084,363-100%$362.3M———
Quantinno Capital Management LP
N/A—3,080,649-3,080,649-100%$361.9M———
Captrust Financial Advisors
N/A—3,019,689-3,019,689-100%$354.7M———
Storebrand Asset Management AS
N/A—2,941,807-2,941,807-100%$345.5M———
Citadel Advisors LLC
N/A—2,902,170-2,902,170-100%$340.9M———
Macquarie Group LTD
N/A—2,857,925-2,857,925-100%$335.2M———
SEI Investments Co
N/A—2,848,964-2,848,964-100%$334.6M———
Korea Investment Corp
N/A—2,742,739-2,742,739-100%$322.2M———
Focus Partners Wealth
N/A—2,735,412-2,735,412-100%$321.3M———
Thornburg Investment Management Inc
N/A—2,715,962-2,715,962-100%$319.0M———
CIBC Bancorp USA Inc.
N/A—2,709,956-2,709,956-100%$318.3M———
Treasurer of the State of North Carolina
N/A—2,695,652-2,695,652-100%$316.6M———
Baird Financial Group, Inc.
N/A—2,642,931-2,642,931-100%$310.4M———
Jennison Associates LLC
N/A—2,584,299-2,584,299-100%$303.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,567,005-2,567,005-100%$301.5M———
Cerity Partners LLC
N/A—2,566,195-2,566,195-100%$301.4M———
Cullen Capital Management, LLC
N/A—2,557,662-2,557,662-100%$300.4M———
M&T Bank Corp
N/A—2,528,142-2,528,142-100%$297.0M———
NewEdge Advisors, LLC
N/A—2,505,809-2,505,809-100%$294.3M———
Handelsbanken Fonder AB
N/A—2,453,299-2,453,299-100%$288.2M———
ING Groep NV
N/A—2,418,366-2,418,366-100%$284.1M———
Credit Agricole S A
N/A—2,369,696-2,369,696-100%$278.3M———
Nomura Asset Management International Inc.
N/A—2,368,091-2,368,091-100%$278.2M———
Ensign Peak Advisors, Inc
N/A—2,341,446-2,341,446-100%$275.0M———
Rockefeller Capital Management L.P.
N/A—2,297,632-2,297,632-100%$269.9M———
Janney Montgomery Scott LLC
N/A—2,221,708-2,221,708-100%$261.0M———
Mariner, LLC
N/A—2,221,449-2,221,449-100%$260.9M———
Glenmede Trust Co NA
N/A—2,196,622-2,196,622-100%$258.0M———
Penserra Capital Management LLC
N/A—2,171,029-2,171,029-100%$255.0M———
Epoch Investment Partners, Inc.
N/A—2,168,053-2,168,053-100%$254.7M———
Jones Financial Companies Lllp
N/A—2,149,133-2,149,133-100%$244.6M———
State of Wisconsin Investment Board
N/A—2,129,342-2,129,342-100%$250.1M———
Commerzbank Aktiengesellschaft
N/A—2,127,030-2,127,030-100%$249.8M———
Vanguard Investments Australia, Ltd.
N/A—2,017,908-2,017,908-100%$237.0M———
Chevy Chase Trust Holdings, LLC
N/A—1,988,013-1,988,013-100%$233.5M———
AKO Capital LLP
N/A—1,971,628-1,971,628-100%$231.6M———
Jupiter Topco LLC
N/A—1,945,554-1,945,554-100%$228.5M———
Altshuler Shaham Ltd
N/A—1,941,314-1,941,314-100%$228.0M———
Saturna Capital Corp
N/A—1,938,996-1,938,996-100%$226.2M———
Capitolis Liquid Global Markets LLC
N/A—1,912,441-1,912,441-100%$224.6M———
Vident Advisory, LLC
N/A—1,893,992-1,893,992-100%$222.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,865,880-1,865,880-100%$219.2M———
KLP Kapitalforvaltning AS
N/A—1,848,715-1,848,715-100%$217.2M———
Silvercrest Asset Management Group LLC
N/A—1,800,337-1,800,337-100%$211.5M———
Zacks Investment Management
N/A—1,793,416-1,793,416-100%$210.7M———
Toronto Dominion Bank
N/A—1,722,828-1,722,828-100%$202.4M———
Cetera Investment Advisers
N/A—1,699,174-1,699,174-100%$199.6M———
Osaic Holdings, Inc.
N/A—1,631,910-1,631,910-100%$191.8M———
Guggenheim Capital LLC
N/A—1,630,198-1,630,198-100%$191.5M———
Clark Capital Management Group, Inc.
N/A—1,579,072-1,579,072-100%$185.5M———
Public Employees Retirement System of Ohio
N/A—1,572,769-1,572,769-100%$184.7M———
Advisors Capital Management, LLC
N/A—1,557,150-1,557,150-100%$182.9M———
Teacher Retirement System of Texas
N/A—1,501,542-1,501,542-100%$176.4M———
Rafferty Asset Management, LLC
N/A—1,486,217-1,486,217-100%$174.6M———
Mercer Global Advisors Inc
N/A—1,468,436-1,468,436-100%$172.5M———
Worldquant Millennium Advisors LLC
N/A—1,467,566-1,467,566-100%$172.4M———
DnB Asset Management AS
N/A—1,464,002-1,464,002-100%$172.0M———
State of Tennessee, Department of Treasury
N/A—1,373,295-1,373,295-100%$161.3M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—1,345,790-1,345,790-100%$158.1M———
Tredje Ap-fonden
N/A—1,335,729-1,335,729-100%$156.9M———
Resona Asset Management Co.,Ltd.
N/A—1,259,860-1,259,860-100%$148.0M———
AE Wealth Management LLC
N/A—1,258,651-1,258,651-100%$147.8M———
HRT Financial LP
N/A—1,250,550-1,250,550-100%$146.9M———
LOS Angeles Capital Management LLC
N/A—1,225,167-1,225,167-100%$143.9M———
Erste Asset Management GmbH
N/A—1,223,211-1,223,211-100%$132.9M———
USS Investment Management Ltd
N/A—1,223,094-1,223,094-100%$143.6M———
Findlay Park Partners LLP
N/A—1,207,200-1,207,200-100%$141.8M———
Nissay Asset Management Corp N
N/A—1,185,467-1,185,467-100%$139.2M———
&partners
N/A—1,185,234-1,185,234-100%$139.2M———
Railway Pension Investments Ltd
N/A—1,175,076-1,175,076-100%$138.0M———
Clearbridge Investments, LLC
N/A—1,158,488-1,158,488-100%$136.1M———
TCW Group Inc
N/A—1,158,227-1,158,227-100%$136.0M———
O'shaughnessy Asset Management, LLC
N/A—1,130,286-1,130,286-100%$132.8M———
Brown Advisory Inc
N/A—1,121,178-1,121,178-100%$131.7M———
Public Sector Pension Investment Board
N/A—1,099,521-1,099,521-100%$129.1M———
MAI Capital Management
N/A—1,080,805-1,080,805-100%$127.0M———
Massachusetts Financial Services Co
N/A—1,080,346-1,080,346-100%$127.7M———
MML Investors Services, LLC
N/A—1,078,724-1,078,724-100%$126.7M———
Omers Administration Corp
N/A—1,077,745-1,077,745-100%$126.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,063,689-1,063,689-100%$124.9M———
First Financial Bankshares Inc
N/A—1,035,061-1,035,061-100%$121.6M———
EP Wealth Advisors, LLC
N/A—1,034,410-1,034,410-100%$121.5M———
Atalanta Sosnoff Capital, LLC
N/A—1,008,397-1,008,397-100%$118.4M———
Paralel Advisors LLC
N/A—1,000,000-1,000,000-100%$117.5M———
Federated Hermes, Inc.
N/A—973,944-973,944-100%$114.4M———
Zurich Insurance Group Ltd
N/A—966,857-966,857-100%$113.6M———
Walleye Capital LLC
N/A—949,309-949,309-100%$111.5M———
DJE Kapital AG
N/A—935,467-935,467-100%$112.8M———
Pacer Advisors, Inc.
N/A—930,189-930,189-100%$109.3M———
Haverford Trust Co
N/A—928,781-928,781-100%$109.1M———
OAK Associates LTD
N/A—913,345-913,345-100%$107.3M———
MetLife Investment Management, LLC
N/A—903,668-903,668-100%$106.1M———
Homestead Advisers Corp
N/A—899,900-899,900-100%$105.7M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—865,221-865,221-100%$101.6M———
Defiance ETFs, LLC
N/A—865,125-865,125-100%$101.2M———
Baillie Gifford & Co
N/A—863,626-863,626-100%$101.4M———
Sanctuary Advisors, LLC
N/A—863,329-863,329-100%$101.4M———
Woodline Partners LP
N/A—862,114-862,114-100%$101.3M———
Berkshire Asset Management LLC
N/A—861,826-861,826-100%$101.2M———
Lazard Asset Management LLC
N/A—857,728-857,728-100%$100.7M———
Blair William & Co
N/A—857,629-857,629-100%$100.7M———
Bank of Nova Scotia
N/A—852,501-852,501-100%$100.1M———
Commerce Bank
N/A—840,564-840,564-100%$98.7M———
Mufg Securities Emea plc
N/A—814,304-814,304-100%$95.6M———
AustralianSuper Pty Ltd
N/A—811,415-811,415-100%$95.3M———
Mediolanum International Funds Ltd
N/A—807,910-807,910-100%$95.1M———
Millennium Management LLC
N/A—789,920-789,920-100%$92.8M———
CI Investments Inc.
N/A—782,741-782,741-100%$91.9M———
Van Eck Associates Corp
N/A—776,227-776,227-100%$91.2M———
Panagora Asset Management Inc
N/A—768,783-768,783-100%$90.3M———
Tidal Investments LLC
N/A—761,926-761,926-100%$89.5M———
Shelton Capital Management
N/A—754,715-754,715-100%$88.6M———
United Capital Financial Advisors, LLC
N/A—745,008-745,008-100%$87.5M———
Teachers Retirement System of the State of Kentucky
N/A—742,453-742,453-100%$87.2M———
CIBC World Market Inc.
N/A—740,612-740,612-100%$87.0M———
Huntington National Bank
N/A—738,484-738,484-100%$86.7M———
Man Group plc
N/A—734,283-734,283-100%$86.2M———
RNC Capital Management LLC
N/A—724,344-724,344-100%$85.1M———
Squarepoint Ops LLC
N/A—724,109-724,109-100%$85.1M———
QRG Capital Management, Inc.
N/A—713,287-713,287-100%$83.8M———
Steward Partners Investment Advisory, LLC
N/A—706,859-706,859-100%$83.0M———
Vanguard Personalized Indexing Management, LLC
N/A—700,256-700,256-100%$82.3M———
Gotham Asset Management, LLC
N/A—678,221-678,221-100%$79.7M———
Waverly Advisors, LLC
N/A—676,689-676,689-100%$79.5M———
Axiom Investors LLC
N/A—651,615-651,615-100%$76.5M———
Intech Investment Management LLC
N/A—647,108-647,108-100%$76.0M———
Peapack Gladstone Financial Corp
N/A—646,058-646,058-100%$75.9M———
Varma Mutual Pension Insurance Co
N/A—626,147-626,147-100%$73.5M———
Becker Capital Management Inc
N/A—619,024-619,024-100%$72.7M———
Polar Capital Holdings Plc
N/A—617,762-617,762-100%$72.6M———
Boston Partners
N/A—615,445-615,445-100%$72.3M———
Empowered Funds, LLC
N/A—614,435-614,435-100%$72.2M———
Pathstone Holdings, LLC
N/A—611,037-611,037-100%$71.9M———
Fukoku Mutual Life Insurance Co
N/A—600,335-600,335-100%$70.5M———
Utah Retirement Systems
N/A—599,877-599,877-100%$70.5M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—597,127-597,127-100%$70.1M———
Police & Firemen's Retirement System of New Jersey
N/A—592,709-592,709-100%$69.6M———
British Columbia Investment Management Corp
N/A—592,174-592,174-100%$69.6M———
Nomura Holdings Inc
N/A—586,559-586,559-100%$68.9M———
Federation des caisses Desjardins du Quebec
N/A—578,383-578,383-100%$67.9M———
Scotia Capital Inc.
N/A—565,521-565,521-100%$66.4M———
Fiduciary Trust Co
N/A—564,893-564,893-100%$66.4M———
Harvest Portfolios Group Inc.
N/A—559,256-559,256-100%$65.7M———
Andra Ap-fonden
N/A—558,067-558,067-100%$65.6M———
Bradley Foster & Sargent Inc
N/A—553,772-553,772-100%$65.0M———
Pinnacle Financial Partners, Inc.
N/A—550,377-550,377-100%$64.6M———
Elo Mutual Pension Insurance Co
N/A—512,257-512,257-100%$60.2M———
Beacon Pointe Advisors, LLC
N/A—510,885-510,885-100%$60.0M———
Prudential PLC
N/A—507,221-507,221-100%$59.6M———
Dakota Wealth Management
N/A—501,889-501,889-100%$59.0M———
Public Employees Retirement Association of Colorado
N/A—499,652-499,652-100%$58.7M———
Ilmarinen Mutual Pension Insurance Co
N/A—494,225-494,225-100%$58.1M———
Capital Advisors Inc
N/A—489,957-489,957-100%$57.6M———
LGT Group Foundation
N/A—481,719-481,719-100%$56.6M———
Wealthfront Advisers LLC
N/A—479,918-479,918-100%$56.4M———
Cresset Asset Management, LLC
N/A—476,436-476,436-100%$56.0M———
Stephens Inc
N/A—469,615-469,615-100%$55.2M———
Mizuho Markets Americas LLC
N/A—445,000-445,000-100%$52.3M———
Northwestern Mutual Wealth Management Co
N/A—440,894-440,894-100%$51.8M———
Northwest & Ethical Investments L.P.
N/A—425,036-425,036-100%$49.9M———
Minneapolis Portfolio Management Group, LLC
N/A—416,548-416,548-100%$48.9M———
Glenview Capital Management, LLC
N/A—413,332-413,332-100%$48.5M———
Hamilton Capital Partners Inc.
N/A—406,684-406,684-100%$47.8M———
Daiichi Life Insurance Co., Ltd.
N/A—404,552-404,552-100%$47.5M———
Allstate Corp
N/A—404,541-404,541-100%$47.5M———
Arax Advisory Partners
N/A—404,460-404,460-100%$47.5M———
IEQ Capital, LLC
N/A—398,097-398,097-100%$46.8M———
Norinchukin Bank, The
N/A—394,019-394,019-100%$46.3M———
Vestcor Inc
N/A—383,791-383,791-100%$45.1M———
Banco Santander, S.A.
N/A—378,540-378,540-100%$44.5M———
Rathbones Group PLC
N/A—375,490-375,490-100%$44.1M———
Groupama Asset Managment
N/A—358,254-358,254-100%$42.1M———
Capital International, Inc.
N/A—354,321-354,321-100%$41.6M———
Pinebridge Investments LLC
N/A—351,052-351,052-100%$41.2M———
Lord, Abbett & Co. LLC
N/A—350,407-350,407-100%$41.2M———
Advisors Asset Management, Inc.
N/A—346,996-346,996-100%$40.8M———
Flputnam Investment Management Co
N/A—340,990-340,990-100%$40.1M———
Oribel Capital Management, LP
N/A—339,900-339,900-100%$39.9M———
Bragg Financial Advisors, Inc
N/A—339,458-339,458-100%$39.9M———
CSM Advisors, LLC
N/A—330,194-330,194-100%$38.8M———
Bridgeway Capital Management, LLC
N/A—319,374-319,374-100%$37.5M———
Lone Peak Global Investors LLC
N/A—319,224-319,224-100%$37.5M———
Investment Management Corp of Ontario
N/A—317,065-317,065-100%$37.2M———
Martingale Asset Management L P
N/A—317,063-317,063-100%$37.2M———
Envestnet Portfolio Solutions, Inc.
N/A—315,508-315,508-100%$37.1M———
Systematic Alpha Investments, LLC
N/A—314,568-314,568-100%$36.9M———
Vinva Investment Management Ltd
N/A—313,604-313,604-100%$36.9M———
GW&K Investment Management, LLC
N/A—309,929-309,929-100%$36.4M———
Mizuho Securities USA LLC
N/A—309,232-309,232-100%$36.3M———
Argent Trust Co
N/A—305,545-305,545-100%$35.9M———
Harvest Fund Management Co., Ltd
N/A—297,098-297,098-100%$34.9M———
Aptus Capital Advisors, LLC
N/A—294,093-294,093-100%$34.5M———
Tudor Investment Corp ET AL
N/A—293,617-293,617-100%$34.5M———
Atlantic Union Bankshares Corp
N/A—292,348-292,348-100%$34.3M———
Marco Investment Management LLC
N/A—291,490-291,490-100%$34.2M———
Cornerstone Capital, Inc.
N/A—289,529-289,529-100%$34.0M———
LMR Partners LLP
N/A—288,024-288,024-100%$33.8M———
Tocqueville Asset Management L.P.
N/A—286,862-286,862-100%$33.7M———
Advisory Services Network, LLC
N/A—281,667-281,667-100%$33.1M———
CCM Investment Advisers LLC
N/A—280,795-280,795-100%$33.0M———
BNP Paribas
N/A—278,974-278,974-100%$32.8M———
Saudi Central Bank
N/A—276,493-276,493-100%$32.5M———
E Fund Management Co., Ltd.
N/A—274,167-274,167-100%$32.2M———
Private Advisor Group, LLC
N/A—273,354-273,354-100%$32.1M———
Lombard Odier Asset Management (Switzerland) SA
N/A—262,788-262,788-100%$30.9M———
Capital International Sarl
N/A—260,677-260,677-100%$30.6M———
RWA Wealth Partners, LLC
N/A—260,357-260,357-100%$30.6M———
Van Hulzen Asset Management, LLC
N/A—259,194-259,194-100%$30.4M———
Orion Porfolio Solutions, LLC
N/A—258,194-258,194-100%$30.3M———
First National Bank of Omaha
N/A—257,658-257,658-100%$30.3M———
ExodusPoint Capital Management, LP
N/A—254,447-254,447-100%$29.9M———
Kentucky Retirement Systems
N/A—251,276-251,276-100%$29.5M———
Lowe Brockenbrough & Co Inc
N/A—250,613-250,613-100%$29.4M———
XTX Topco Ltd
N/A—243,996-243,996-100%$28.7M———
Oddo BHF Asset Management SAS
N/A—243,303-243,303-100%$28.6M———
Peak Asset Management, LLC
N/A—240,883-240,883-100%$28.3M———
Parallax Volatility Advisers, L.P.
N/A—234,359-234,359-100%$27.5M———
Allianz SE
N/A—231,362-231,362-100%$27.2M———
Westwood Holdings Group Inc
N/A—229,888-229,888-100%$27.0M———
ST Germain D J Co Inc
N/A—228,341-228,341-100%$26.8M———
Ameritas Investment Partners, Inc.
N/A—227,351-227,351-100%$26.7M———
Sienna Gestion
N/A—222,868-222,868-100%$26.5M———
Canada Post Corp Registered Pension Plan
N/A—221,273-221,273-100%$26.0M———
Capital Wealth Planning, LLC
N/A—221,176-221,176-100%$26.0M———
Steadfast Capital Management LP
N/A—219,827-219,827-100%$25.8M———
Sequoia Financial Advisors, LLC
N/A—217,870-217,870-100%$25.6M———
One Capital Management, LLC
N/A—216,489-216,489-100%$16.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—216,365-216,365-100%$25.4M———
Cary Street Partners Financial LLC
N/A—215,945-215,945-100%$25.4M———
Edmond de Rothschild Holding S.A.
N/A—210,453-210,453-100%$24.7M———
Brown Brothers Harriman & Co
N/A—210,292-210,292-100%$24.7M———
Banque Cantonale Vaudoise
N/A—209,528-209,528-100%$24.6M———
Arkadios Wealth Advisors
N/A—208,789-208,789-100%$24.5M———
Lathrop Investment Management Co
N/A—207,404-207,404-100%$24.4M———
Coldstream Capital Management Inc
N/A—206,920-206,920-100%$24.3M———
HM Payson & Co
N/A—203,578-203,578-100%$23.9M———
Two Sigma Investments, LP
N/A—202,859-202,859-100%$23.8M———
Johnson Investment Counsel Inc
N/A—201,606-201,606-100%$23.7M———
Managed Asset Portfolios, LLC
N/A—197,033-197,033-100%$23.1M———
World Investment Advisors
N/A—196,899-196,899-100%$16.0M———
Danica Pension, Livsforsikringsaktieselskab
N/A—195,996-195,996-100%$23.0M———
Benjamin Edwards Inc
N/A—193,944-193,944-100%$22.8M———
Nan Shan Life Insurance Co., Ltd.
N/A—193,106-193,106-100%$22.7M———
Vestmark Advisory Solutions, Inc.
N/A—192,216-192,216-100%$22.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—191,053-191,053-100%$22.4M———
Bogart Wealth, LLC
N/A—187,504-187,504-100%$22.0M———
Integrated Wealth Concepts LLC
N/A—183,822-183,822-100%$21.6M———
Fora Capital, LLC
N/A—183,311-183,311-100%$21.5M———
Metis Global Partners, LLC
N/A—183,280-183,280-100%$21.5M———
Caisse DES Depots ET Consignations
N/A—182,762-182,762-100%$21.5M———
Equitable Holdings, Inc.
N/A—181,965-181,965-100%$21.4M———
Blue Sparrow, LLC
N/A—180,000-180,000-100%$21.1M———
Osmosis Investment Management UK Ltd
N/A—178,214-178,214-100%$20.9M———
United Bank
N/A—177,433-177,433-100%$20.8M———
Curi Capital, LLC
N/A—176,290-176,290-100%$20.7M———
Estabrook Capital Management
N/A—173,702-173,702-100%$20.4M———
Horizon Investments, LLC
N/A—173,581-173,581-100%$20.3M———
Novare Capital Management LLC
N/A—173,265-173,265-100%$20.4M———
Whittier Trust Co
N/A—173,135-173,135-100%$19.7M———
PFG Investments, LLC
N/A—172,165-172,165-100%$20.2M———
Easterly Investment Partners LLC
N/A—171,597-171,597-100%$20.2M———
Evercore Wealth Management, LLC
N/A—170,027-170,027-100%$20.0M———
Rheos Capital Works Inc.
N/A—170,000-170,000-100%$20.0M———
New Age Alpha Advisors, LLC
N/A—169,665-169,665-100%$19.9M———
Altrinsic Global Advisors LLC
N/A—168,112-168,112-100%$19.7M———
Alerus Financial NA
N/A—167,430-167,430-100%$19.7M———
Jump Financial, LLC
N/A—166,426-166,426-100%$19.5M———
Evelyn Partners Group Ltd
N/A—166,075-166,075-100%$19.5M———
Foster & Motley Inc
N/A—165,724-165,724-100%$19.5M———
SummitTX Capital, L.P.
N/A—165,163-165,163-100%$19.4M———
Westpac Banking Corp
N/A—164,117-164,117-100%$19.3M———
ABN Amro Bank N.V.
N/A—162,736-162,736-100%$19.1M———
Summit Financial, LLC
N/A—161,451-161,451-100%$19.0M———
McMillan Office, Inc.
N/A—161,268-161,268-100%$18.9M———
Whittier Trust Co of Nevada Inc
N/A—159,731-159,731-100%$17.9M———
Emerald Investment Advisers, LLC
N/A—158,671-158,671-100%$18.6M———
Summit Trail Advisors, LLC
N/A—158,180-158,180-100%$18.6M———
Bleakley Financial Group, LLC
N/A—157,905-157,905-100%$18.5M———
Tower Research Capital LLC (TRC)
N/A—157,800-157,800-100%$18.5M———
Claret Asset Management Corp
N/A—156,939-156,939-100%$18.4M———
Siemens Fonds Invest GmbH
N/A—155,802-155,802-100%$18.3M———
Caprock Group, LLC
N/A—155,215-155,215-100%$18.2M———
M. Kulyk & Associates, LLC
N/A—154,288-154,288-100%$18.1M———
IQ EQ Fund Management (Ireland) Ltd
N/A—153,726-153,726-100%$18.1M———
Alley Investment Management Company, LLC
N/A—152,831-152,831-100%$18.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—152,681-152,681-100%$17.9M———
Rothschild Investment LLC
N/A—151,415-151,415-100%$17.8M———
SlateStone Wealth, LLC
N/A—150,932-150,932-100%$17.7M———
Stratos Wealth Partners, Ltd.
N/A—150,891-150,891-100%$17.7M———
Hilton Capital Management, LLC
N/A—150,446-150,446-100%$17.7M———
Empirical Finance, LLC
N/A—149,734-149,734-100%$17.6M———
Connors Investor Services Inc
N/A—149,443-149,443-100%$17.6M———
Mutual Advisors, LLC
N/A—146,478-146,478-100%$17.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—144,857-144,857-100%$17.0M———
OneDigital Investment Advisors LLC
N/A—144,096-144,096-100%$16.9M———
Verition Fund Management LLC
N/A—142,968-142,968-100%$16.8M———
Summit Street Capital Management, LLC
N/A—142,412-142,412-100%$16.7M———
Bluespring Wealth Management, LLC
N/A—140,817-140,817-100%$16.5M———
Wharton Business Group, LLC
N/A—140,534-140,534-100%$16.5M———
Logan Capital Management Inc
N/A—140,038-140,038-100%$16.4M———
Global Retirement Partners, LLC
N/A—139,686-139,686-100%$16.4M———
NewEdge Wealth, LLC
N/A—139,484-139,484-100%$16.4M———
Meeder Asset Management Inc
N/A—139,097-139,097-100%$16.3M———
Azimuth Capital Investment Management LLC
N/A—137,385-137,385-100%$16.1M———
Nelson Capital Management, LLC
N/A—134,419-134,419-100%$15.8M———
Simmons Bank
N/A—133,798-133,798-100%$15.7M———
Callan Family Office, LLC
N/A—133,192-133,192-100%$15.6M———
Cumberland Partners Ltd
N/A—129,475-129,475-100%$15.2M———
ArchPoint Investors
N/A—128,650-128,650-100%$15.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—128,272-128,272-100%$15.1M———
Point72 Asset Management, L.P.
N/A—127,834-127,834-100%$15.0M———
Winslow Asset Management Inc
N/A—127,763-127,763-100%$15.0M———
VAN Lanschot Kempen Investment Management N.V.
N/A—127,455-127,455-100%$15.0M———
First Manhattan Co. Llc.
N/A—127,356-127,356-100%$15.0M———
Laffer Tengler Investments, Inc.
N/A—126,697-126,697-100%$14.9M———
Northwestern Mutual Investment Management Company, LLC
N/A—126,640-126,640-100%$14.9M———
LGT Fund Management Co Ltd.
N/A—123,777-123,777-100%$14.5M———
Boston Research & Management Inc
N/A—123,742-123,742-100%$14.5M———
Rock Point Advisors, LLC
N/A—123,692-123,692-100%$14.5M———
Modern Wealth Management, LLC
N/A—123,608-123,608-100%$14.5M———
Capital International LTD
N/A—123,161-123,161-100%$14.5M———
Freestone Capital Holdings, LLC
N/A—122,390-122,390-100%$14.4M———
Pettyjohn, Wood & White, Inc
N/A—121,704-121,704-100%$14.3M———
Morningstar Investment Management LLC
N/A—121,235-121,235-100%$9.4M———
Independent Advisor Alliance
N/A—120,603-120,603-100%$14.2M———
Intesa Sanpaolo S.p.A.
N/A—120,398-120,398-100%$14.1M———
Mufg Securities Americas Inc.
N/A—118,965-118,965-100%$14.0M———
Hantz Financial Services, Inc.
N/A—118,687-118,687-100%$13.9M———
Te Ahumairangi Investment Management Ltd
N/A—118,584-118,584-100%$13.9M———
Heritage Trust Co
N/A—117,889-117,889-100%$13.8M———
Gladstone Institutional Advisory LLC
N/A—116,777-116,777-100%$13.7M———
Snowden Capital Advisors LLC
N/A—116,687-116,687-100%$13.7M———
Buckley Wealth Management, LLC
N/A—116,433-116,433-100%$13.7M———
Composition Wealth, LLC
N/A—115,587-115,587-100%$13.6M———
Summitry LLC
N/A—114,915-114,915-100%$13.5M———
SIT Investment Associates Inc
N/A—114,125-114,125-100%$13.4M———
Bellars Harris Wealth Management, LLC
N/A—112,851-112,851-100%$13.3M———
Fred Alger Management, LLC
N/A—112,282-112,282-100%$13.2M———
Colonial Trust Advisors
N/A—112,141-112,141-100%$13.2M———
Wealthspire Advisors, LLC
N/A—111,974-111,974-100%$13.2M———
German American Bancorp, Inc.
N/A—111,407-111,407-100%$13.1M———
Impax Asset Management Group plc
N/A—109,283-109,283-100%$12.8M———
Caption Management, LLC
N/A—107,700-107,700-100%$12.7M———
S&CO Inc
N/A—107,126-107,126-100%$12.6M———
Cannell & Spears LLC
N/A—107,069-107,069-100%$12.6M———
Stock Yards Bank & Trust Co
N/A—105,697-105,697-100%$12.4M———
Principal Securities, Inc.
N/A—104,865-104,865-100%$12.3M———
Focus Partners Advisor Solutions, LLC
N/A—104,857-104,857-100%$12.3M———
Taylor Hoffman Capital Management LLC
N/A—104,822-104,822-100%$12.3M———
Wesleyan Assurance Society
N/A—104,655-104,655-100%$12.3M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—104,275-104,275-100%$12.2M———
Ancora Advisors LLCA
N/A—103,962-103,962-100%$12.2M———
Skba Capital Management LLC
N/A—103,472-103,472-100%$12.2M———
Farmers National Bank
N/A—102,242-102,242-100%$12.0M———
Optiver Holding B.V.
N/A—102,110-102,110-100%$12.0M———
AssuredPartners Investment Advisors, LLC
N/A—101,941-101,941-100%$12.0M———
Meeder Advisory Services, Inc.
N/A—101,573-101,573-100%$11.9M———
Johnson Financial Group, Inc.
N/A—101,495-101,495-100%$11.9M———
IFG Advisory, LLC
N/A—100,650-100,650-100%$11.8M———
Choate Investment Advisors
N/A—100,541-100,541-100%$11.8M———
Holocene Advisors, LP
N/A—98,857-98,857-100%$11.6M———
Nicolet Bankshares Inc
N/A—98,287-98,287-100%$11.4M———
SageView Advisory Group, LLC
N/A—96,233-96,233-100%$11.3M———
Trustmark Bank Trust Department
N/A—95,370-95,370-100%$11.2M———
Lifeworks Advisors, LLC
N/A—94,593-94,593-100%$11.1M———
Wahed Invest LLC
N/A—94,027-94,027-100%$11.0M———
Catalyst Funds Management Pty Ltd
N/A—93,552-93,552-100%$11.0M———
Walter & Keenan Wealth Management LLC
N/A—93,101-93,101-100%$10.9M———
Savvy Advisors, Inc.
N/A—92,402-92,402-100%$10.9M———
Phoenix Financial Ltd.
N/A—90,716-90,716-100%$10.7M———
L2 Asset Management, LLC
N/A—90,630-90,630-100%$10.6M———
Menlo Advisors LLC
N/A—90,019-90,019-100%$10.6M———
Ostrum Asset Management
N/A—89,747-89,747-100%$10.5M———
Balyasny Asset Management L.P.
N/A—89,604-89,604-100%$10.5M———
Ballentine Partners, LLC
N/A—89,375-89,375-100%$10.5M———
Motco
N/A—88,592-88,592-100%$10.4M———
Dodge & COX
N/A—88,409-88,409-100%$10.4M———
Jupiter Asset Management LTD
N/A—88,219-88,219-100%$10.4M———
Harbor Advisory Corp
N/A—86,826-86,826-100%$10.2M———
Greenwich Wealth Management LLC
N/A—85,680-85,680-100%$10.1M———
Paragon Capital Management LLC
N/A—85,599-85,599-100%$10.1M———
WealthTrust Axiom LLC
N/A—85,493-85,493-100%$10.0M———
Humankind Investments LLC
N/A—83,900-83,900-100%$9.9M———
WCG Wealth Advisors LLC
N/A—83,786-83,786-100%$9.8M———
Leavell Investment Management, Inc.
N/A—82,510-82,510-100%$9.7M———
IHT Wealth Management, LLC
N/A—82,022-82,022-100%$9.6M———
Harbour Investments, Inc.
N/A—81,724-81,724-100%$9.6M———
Hilltop Holdings Inc.
N/A—81,333-81,333-100%$9.6M———
Ameritas Advisory Services, LLC
N/A—81,211-81,211-100%$9.5M———
F/m Investments LLC
N/A—81,170-81,170-100%$9.5M———
Townsquare Capital LLC
N/A—80,061-80,061-100%$9.4M———
Maven Securities LTD
N/A—80,058-80,058-100%$9.4M———
Fidelis Capital Partners, LLC
N/A—79,933-79,933-100%$9.4M———
Employees Retirement System of Texas
N/A—79,860-79,860-100%$9.4M———
Donaldson Capital Management, LLC
N/A—79,855-79,855-100%$9.4M———
South Dakota Investment Council
N/A—79,418-79,418-100%$9.3M———
Northwest Bancshares, Inc.
N/A—78,857-78,857-100%$9.3M———
Kingsview Wealth Management, LLC
N/A—76,860-76,860-100%$9.0M———
Groupe la Francaise
N/A—76,854-76,854-100%$9.0M———
1ST Source Bank
N/A—76,493-76,493-100%$9.0M———
Holderness Investments Co
N/A—76,386-76,386-100%$9.0M———
First American Trust, FSB
N/A—75,723-75,723-100%$8.9M———
NS Partners Ltd
N/A—75,094-75,094-100%$8.8M———
Trillium Asset Management, LLC
N/A—74,127-74,127-100%$8.7M———
Marvin & Palmer Associates Inc
N/A—74,113-74,113-100%$8.7M———
Morgan Dempsey Capital Management LLC
N/A—73,393-73,393-100%$8.6M———
Zhang Financial LLC
N/A—73,231-73,231-100%$8.6M———
Icon Wealth Advisors, LLC
N/A—73,185-73,185-100%$8.6M———
Western Wealth Management, LLC
N/A—72,278-72,278-100%$8.5M———
Sumitomo Mitsui Financial Group, Inc.
N/A—72,272-72,272-100%$8.5M———
SouthState Bank Corp
N/A—72,234-72,234-100%$8.5M———
Spinnaker Trust
N/A—71,963-71,963-100%$8.5M———
Bank Hapoalim BM
N/A—71,784-71,784-100%$8.4M———
Spartan Wealth Advisory Services LLC
N/A—71,520-71,520-100%$8.4M———
Rench Wealth Management, Inc.
N/A—71,060-71,060-100%$8.3M———
MainStreet Investment Advisors LLC
N/A—70,975-70,975-100%$8.3M———
Bartlett & Co. Wealth Management LLC
N/A—70,356-70,356-100%$8.3M———
BFC Planning, Inc.
N/A—70,310-70,310-100%$8.3M———
Kensington Investment Counsel, LLC
N/A—70,023-70,023-100%$8.2M———
Great Valley Advisor Group, Inc.
N/A—69,700-69,700-100%$8.2M———
New England Asset Management Inc
N/A—69,570-69,570-100%$8.2M———
Headinvest, LLC
N/A—69,417-69,417-100%$8.2M———
Webster Bank, N. A.
N/A—69,353-69,353-100%$8.1M———
Colonial Trust Co / SC
N/A—68,964-68,964-100%$8.1M———
Ingalls & Snyder LLC
N/A—68,705-68,705-100%$8.1M———
Sompo Asset Management Co., Ltd.
N/A—68,454-68,454-100%$8.0M———
Bridges Investment Management Inc
N/A—68,142-68,142-100%$8.0M———
Dorsey & Whitney Trust Co LLC
N/A—67,174-67,174-100%$7.9M———
Oversea-Chinese Banking Corp Ltd
N/A—67,167-67,167-100%$7.9M———
Eventide Asset Management, LLC
N/A—66,888-66,888-100%$7.9M———
Smartleaf Asset Management LLC
N/A—66,501-66,501-100%$7.8M———
Prosperity Consulting Group, LLC
N/A—66,422-66,422-100%$7.8M———
Aimz Investment Advisors, LLC
N/A—65,557-65,557-100%$7.7M———
Essex Financial Services, Inc.
N/A—65,081-65,081-100%$7.6M———
Texas Yale Capital Corp.
N/A—64,761-64,761-100%$7.6M———
Morton Community Bank
N/A—64,567-64,567-100%$7.6M———
Promethos Capital, LLC
N/A—64,550-64,550-100%$7.6M———
FourThought Financial Partners, LLC
N/A—63,968-63,968-100%$7.5M———
Voleon Capital Management LP
N/A—63,764-63,764-100%$7.5M———
Concentric Capital Strategies, LP
N/A—63,170-63,170-100%$7.4M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—63,153-63,153-100%$7.4M———
Cambient Family Office, LLC
N/A—62,978-62,978-100%$7.4M———
Abbot Financial Management, Inc.
N/A—62,086-62,086-100%$7.3M———
Headlands Technologies LLC
N/A—61,507-61,507-100%$7.2M———
Purpose Unlimited Inc.
N/A—61,328-61,328-100%$7.2M———
Moneta Group Investment Advisors LLC
N/A—60,973-60,973-100%$7.2M———
Capital Analysts, LLC
N/A—60,921-60,921-100%$7.2M———
EFG International AG
N/A—60,894-60,894-100%$7.2M———
Stonebridge Capital Management Inc
N/A—60,865-60,865-100%$7.1M———
Chilton Investment Co Inc.
N/A—60,677-60,677-100%$7.1M———
Twin Capital Management Inc
N/A—60,073-60,073-100%$7.1M———
Barbara Oil Co.
N/A—60,000-60,000-100%$7.0M———
Wealth Advisors of Tampa Bay, LLC
N/A—59,646-59,646-100%$7.0M———
Callahan Advisors, LLC
N/A—59,625-59,625-100%$7.0M———
RiverFront Investment Group, LLC
N/A—59,609-59,609-100%$7.0M———
Sumitomo Life Insurance Co
N/A—58,672-58,672-100%$6.9M———
Navellier & Associates Inc
N/A—58,206-58,206-100%$6.8M———
Evolve Private Wealth, LLC
N/A—57,708-57,708-100%$6.8M———
Osprey Private Wealth LLC
N/A—57,485-57,485-100%$6.8M———
Ranch Capital Advisors Inc.
N/A—57,172-57,172-100%$6.7M———
NorthRock Partners, LLC
N/A—56,855-56,855-100%$6.7M———
Tower Bridge Advisors
N/A—56,524-56,524-100%$6.6M———
Lumbard & Kellner, LLC
N/A—56,311-56,311-100%$6.6M———
Annandale Capital, LLC
N/A—55,815-55,815-100%$6.6M———
Bridgewater Advisors Inc.
N/A—55,600-55,600-100%$6.4M———
Slagle Financial, LLC
N/A—55,469-55,469-100%$6.5M———
Westerly Capital Management, LLC
N/A—55,000-55,000-100%$6.5M———
Alpine Global Management, LLC
N/A—54,976-54,976-100%$6.5M———
Insigneo Advisory Services, LLC
N/A—54,636-54,636-100%$6.4M———
Brooks, Moore & Associates, Inc.
N/A—53,389-53,389-100%$6.3M———
Thoroughbred Financial Services, LLC
N/A—53,275-53,275-100%$6.3M———
Beacon Investment Advisors LLC
N/A—52,891-52,891-100%$6.2M———
Alpine Woods Capital Investors, LLC
N/A—51,966-51,966-100%$6.1M———
Boyar Asset Management Inc.
N/A—51,453-51,453-100%$6.0M———
Stokes Family Office, LLC
N/A—51,383-51,383-100%$6.0M———
Roberts Glore & Co Inc
N/A—50,929-50,929-100%$6.0M———
Anchor Investment Management, LLC
N/A—50,415-50,415-100%$5.9M———
Hancock Whitney Corp
N/A—50,349-50,349-100%$5.9M———
Howard Hughes Medical Institute
N/A—50,326-50,326-100%$5.9M———
DF Dent & Co Inc
N/A—50,100-50,100-100%$5.9M———
FAS Wealth Partners, Inc.
N/A—49,970-49,970-100%$5.9M———
Hills Bank & Trust Co
N/A—49,664-49,664-100%$5.8M———
Trivium Point Advisory, LLC
N/A—49,661-49,661-100%$5.8M———
Wimmer Associates 1, LLC
N/A—49,506-49,506-100%$5.8M———
Core Alternative Capital
N/A—49,506-49,506-100%$5.8M———
Frec Markets, Inc.
N/A—49,426-49,426-100%$5.8M———
Resources Management Corp
N/A—48,986-48,986-100%$5.8M———
Orographic Financial Advisors, LLC
N/A—48,937-48,937-100%$6.1K———
Naviter Wealth, LLC
N/A—48,058-48,058-100%$5.6M———
Rehmann Capital Advisory Group
N/A—47,340-47,340-100%$5.6M———
Kovack Advisors, Inc.
N/A—47,273-47,273-100%$5.5M———
Vectors Research Management, LLC
N/A—46,937-46,937-100%$5.5M———
North Star Asset Management Inc
N/A—46,678-46,678-100%$5.5M———
Longbow Finance SA
N/A—46,593-46,593-100%$5.5M———
Empower Advisory Group, LLC
N/A—46,592-46,592-100%$5.5M———
Intrust Bank NA
N/A—46,266-46,266-100%$5.4M———
Banco de Sabadell, S.a
N/A—46,221-46,221-100%$5.4M———
Syon Capital LLC
N/A—46,049-46,049-100%$5.4M———
44 Wealth Management LLC
N/A—45,536-45,536-100%$5.3M———
Sound View Wealth Advisors Group, LLC
N/A—45,502-45,502-100%$5.3M———
Icon Advisers Inc
N/A—45,390-45,390-100%$5.3M———
Ossiam
N/A—45,271-45,271-100%$5.3M———
Regal Investment Advisors LLC
N/A—45,156-45,156-100%$5.3M———
Tenere Capital LLC
N/A—44,677-44,677-100%$5.2M———
Auxier Asset Management LLC
N/A—44,644-44,644-100%$5.2M———
Liberty Wealth Management LLC
N/A—44,357-44,357-100%$3.4M———
Jaffetilchin Investment Partners, LLC
N/A—44,284-44,284-100%$5.2M———
Bank of Hawaii
N/A—44,073-44,073-100%$5.2M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—43,575-43,575-100%$5.1M———
MidFirst Bank
N/A—43,469-43,469-100%$5.1M———
Boothbay Fund Management, LLC
N/A—42,972-42,972-100%$5.0M———
Checchi Capital Advisers, LLC
N/A—42,967-42,967-100%$5.0M———
Polar Asset Management Partners Inc.
N/A—42,702-42,702-100%$5.0M———
Fort Sheridan Advisors LLC
N/A—42,659-42,659-100%$5.0M———
Drucker Wealth 3.0, LLC
N/A—42,608-42,608-100%$5.0M———
Banque Transatlantique SA
N/A—42,482-42,482-100%$3.5M———
P.A.W. Capital Corp
N/A—42,400-42,400-100%$5.0M———
Venturi Wealth Management, LLC
N/A—42,359-42,359-100%$5.0M———
Bowen Hanes & Co Inc
N/A—41,990-41,990-100%$3.3M———
Precision Wealth Strategies, LLC
N/A—41,961-41,961-100%$4.9M———
Stonebridge Capital Advisors LLC
N/A—41,932-41,932-100%$4.9M———
Centiva Capital, LP
N/A—41,048-41,048-100%$4.8M———
Meridian Wealth Advisors, LLC
N/A—40,849-40,849-100%$4.8M———
Qtron Investments LLC
N/A—40,666-40,666-100%$4.8M———
Migdal Insurance & Financial Holdings Ltd.
N/A—40,648-40,648-100%$4.8M———
Ramirez Asset Management, Inc.
N/A—40,359-40,359-100%$4.7M———
Advyzon Investment Management, LLC
N/A—40,105-40,105-100%$4.7M———
Stratos Investment Management, LLC
N/A—39,897-39,897-100%$4.7M———
Argent Advisors, Inc.
N/A—39,762-39,762-100%$4.7M———
Argo Wealth Advisory, LLC
N/A—39,502-39,502-100%$4.6M———
R.m.sincerbeaux Capital Management LLC
N/A—39,400-39,400-100%$4.6M———
Ironwood Investment Counsel, LLC
N/A—39,232-39,232-100%$4.6M———
CreativeOne Wealth, LLC
N/A—39,211-39,211-100%$4.6M———
River Road Asset Management, LLC
N/A—38,894-38,894-100%$4.6M———
Geneos Wealth Management Inc.
N/A—38,287-38,287-100%$4.5M———
Arete Wealth Advisors, LLC
N/A—37,515-37,515-100%$4.4M———
Kelly Lawrence W & Associates Inc
N/A—37,495-37,495-100%$4.4M———
Virtu Financial LLC
N/A—37,442-37,442-100%$4.4M———
Proficio Capital Partners LLC
N/A—37,359-37,359-100%$4.4M———
Brasada Capital Management, LP
N/A—37,016-37,016-100%$4.3M———
Ausdal Financial Partners, Inc.
N/A—36,851-36,851-100%$4.3M———
Legato Capital Management LLC
N/A—36,761-36,761-100%$4.3M———
T. Rowe Price Investment Management, Inc.
N/A—36,633-36,633-100%$4.3M———
Foundations Investment Advisors, LLC
N/A—36,463-36,463-100%$4.3M———
Godshalk Welsh Capital Management, Inc.
N/A—36,395-36,395-100%$4.3M———
Coastal Bridge Advisors, LLC
N/A—36,116-36,116-100%$4.2M———
Triton Financial Group Inc
N/A—36,057-36,057-100%$4.2M———
White Pine Capital LLC
N/A—35,937-35,937-100%$4.2M———
Financial Engines Advisors L.L.C.
N/A—35,533-35,533-100%$4.2M———
Tiaa Wealth Investment Management LLC
N/A—35,423-35,423-100%$4.2M———
Cornerstone Select Advisors, LLC
N/A—34,903-34,903-100%$4.1M———
Dean Investment Associates, LLC
N/A—34,763-34,763-100%$4.1M———
Mosaic Family Wealth Partners, LLC
N/A—34,724-34,724-100%$4.1M———
Gabelli Funds LLC
N/A—34,565-34,565-100%$4.1M———
Sphera Management Technology Funds Ltd
N/A—34,550-34,550-100%$4.1M———
Campbell & Co Investment Adviser LLC
N/A—34,535-34,535-100%$4.1M———
Concorde Financial Corp
N/A—34,526-34,526-100%$4.1M———
Integrated Investment Consultants, LLC
N/A—34,519-34,519-100%$4.1M———
Pine Valley Investments Ltd Liability Co
N/A—34,431-34,431-100%$4.0M———
Horizon Kinetics Asset Management LLC
N/A—34,266-34,266-100%$4.0M———
Marshall Financial Group, LLC
N/A—34,130-34,130-100%$4.0M———
Mainstay Capital Management LLC
N/A—34,028-34,028-100%$4.0M———
Smithfield Trust Co
N/A—33,939-33,939-100%$4.0M———
Empirical Asset Management, LLC
N/A—33,743-33,743-100%$4.0M———
First Foundation Advisors
N/A—33,649-33,649-100%$4.0M———
Secured Retirement Advisors, LLC
N/A—33,428-33,428-100%$3.9M———
EWA, LLC
N/A—33,160-33,160-100%$3.9M———
Crawford Investment Counsel Inc
N/A—33,107-33,107-100%$3.9M———
Schonfeld Strategic Advisors LLC
N/A—33,043-33,043-100%$3.9M———
Marble Wealth, LLC
N/A—33,013-33,013-100%$3.9M———
New Republic Capital, LLC
N/A—32,878-32,878-100%$3.9M———
Keel Point, LLC
N/A—32,789-32,789-100%$3.9M———
Legacy Financial Advisors, Inc.
N/A—32,586-32,586-100%$3.8M———
Atlas Capital Advisors Inc.
N/A—32,019-32,019-100%$3.8M———
AlTi Global, Inc.
N/A—31,901-31,901-100%$3.7M———
Heartland Bank & Trust Co
N/A—31,719-31,719-100%$3.7M———
Hayek Kallen Investment Management
N/A—31,510-31,510-100%$3.7M———
Heartland Advisors Inc
N/A—31,248-31,248-100%$3.7M———
Adalta Capital Management LLC
N/A—31,024-31,024-100%$3.6M———
Pure Financial Advisors, LLC
N/A—30,992-30,992-100%$3.6M———
Mayflower Financial Advisors, LLC
N/A—30,972-30,972-100%$3.6M———
Belpointe Asset Management LLC
N/A—30,929-30,929-100%$3.6M———
one8zero8, LLC
N/A—30,319-30,319-100%$3.6M———
Fayez Sarofim & Co
N/A—30,048-30,048-100%$3.5M———
Everpar Advisors LLC
N/A—29,987-29,987-100%$3.5M———
Harvest Investment Advisors, LLC
N/A—29,929-29,929-100%$3.5M———
Vanguard National Trust Co
N/A—29,849-29,849-100%$3.5M———
Raelipskie Partnership
N/A—29,562-29,562-100%$3.5M———
Martin & Co Inc
N/A—29,255-29,255-100%$3.4M———
GeoWealth Management, LLC
N/A—29,206-29,206-100%$3.4M———
Game Creek Capital, LP
N/A—29,075-29,075-100%$3.4M———
Whalerock Point Partners, LLC
N/A—29,064-29,064-100%$3.4M———
Lbmc Investment Advisors, LLC
N/A—28,898-28,898-100%$3.4M———
Schulhoff & Co Inc
N/A—28,801-28,801-100%$3.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—28,325-28,325-100%$3.3M———
Sovereign's Capital Management, LLC
N/A—28,320-28,320-100%$3.3M———
Science & Technology Partners, L.P.
N/A—28,254-28,254-100%$3.3M———
GTS Securities LLC
N/A—27,962-27,962-100%$3.3M———
Northstar Advisory Group, LLC
N/A—27,650-27,650-100%$3.2M———
Darwin Wealth Management, LLC
N/A—27,644-27,644-100%$3.2M———
Capital Group Investment Management Pte. Ltd.
N/A—27,479-27,479-100%$3.2M———
Field & Main Bank
N/A—27,460-27,460-100%$3.2M———
Bank OZK
N/A—27,449-27,449-100%$3.2M———
Xcelsior Advisor Partners LLC
N/A—27,356-27,356-100%$3.2M———
Burling Wealth Partners, LLC
N/A—27,283-27,283-100%$3.2M———
River Wealth Advisors LLC
N/A—27,271-27,271-100%$3.2M———
Sciencast Management LP
N/A—27,078-27,078-100%$3.2M———
Main Street Financial Solutions, LLC
N/A—26,953-26,953-100%$3.2M———
Private Wealth Asset Management, LLC
N/A—26,883-26,883-100%$3.2M———
Trexquant Investment LP
N/A—26,875-26,875-100%$3.2M———
Hurricane Capital Advisors LLC
N/A—26,827-26,827-100%$3.2M———
Edgewood Management LLC
N/A—26,751-26,751-100%$3.1M———
GHE, LLC
N/A—26,664-26,664-100%$3.1M———
CNB Bank
N/A—26,538-26,538-100%$3.1M———
Fiduciary Group, LLC
N/A—26,527-26,527-100%$3.1M———
NorthCoast Asset Management LLC
N/A—26,439-26,439-100%$3.1M———
CFO4Life Group, LLC
N/A—26,425-26,425-100%$3.1M———
CVA Family Office, LLC
N/A—26,153-26,153-100%$3.1M———
Tradition Wealth Management, LLC
N/A—26,076-26,076-100%$3.1M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—26,048-26,048-100%$3.1M———
Caldwell Sutter Capital, Inc.
N/A—25,973-25,973-100%$3.1M———
Edentree Asset Management Ltd
N/A—25,876-25,876-100%$3.0M———
Quent Capital, LLC
N/A—25,859-25,859-100%$3.0M———
Cozad Asset Management Inc
N/A—25,857-25,857-100%$3.0M———
Cambria Investment Management, L.P.
N/A—25,803-25,803-100%$3.0M———
Flow Traders U.S. LLC
N/A—25,402-25,402-100%$3.0M———
Addison Capital Co
N/A—25,343-25,343-100%$3.0M———
Nicholson Wealth Management Group, LLC
N/A—25,222-25,222-100%$3.0M———
Hillsdale Investment Management Inc.
N/A—25,167-25,167-100%$3.0M———
Berkeley Capital Partners, LLC
N/A—25,100-25,100-100%$2.9M———
New Paradigm Capital Management, LLC
N/A—25,000-25,000-100%$2.9M———
Texas Capital Bank Wealth Management Services Inc
N/A—24,961-24,961-100%$2.9M———
Chesapeake Wealth Management
N/A—24,775-24,775-100%$2.9M———
Thomasville National Bank
N/A—24,354-24,354-100%$2.9M———
Requisite Capital Management, LLC
N/A—24,317-24,317-100%$2.9M———
Strategic Financial Services, Inc.
N/A—24,309-24,309-100%$2.9M———
Pinnacle West Asset Management, Inc.
N/A—24,275-24,275-100%$2.9M———
Glen Eagle Advisors, LLC
N/A—24,036-24,036-100%$2.8M———
Old North State Trust, LLC
N/A—23,815-23,815-100%$2.8M———
Keystone Financial Group
N/A—23,792-23,792-100%$2.8M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—23,724-23,724-100%$2.8M———
Twin Tree Management, LP
N/A—23,680-23,680-100%$2.8M———
Osborne Partners Capital Management, LLC
N/A—23,559-23,559-100%$2.8M———
Rothschild Wealth LLC
N/A—23,449-23,449-100%$2.8M———
Bull Harbor Capital LLC
N/A—23,418-23,418-100%$2.8M———
Wellspring Financial Advisors, LLC
N/A—23,380-23,380-100%$2.7M———
Davis R M Inc
N/A—23,318-23,318-100%$2.7M———
SOA Wealth Advisors, Llc.
N/A—23,307-23,307-100%$2.7M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—23,279-23,279-100%$2.7M———
Kera Capital Partners, Inc.
N/A—23,222-23,222-100%$2.7M———
Kiley Juergens Wealth Management, LLC
N/A—23,194-23,194-100%$2.7M———
Rice Hall James & Associates, LLC
N/A—23,166-23,166-100%$2.7M———
L & S Advisors Inc
N/A—23,081-23,081-100%$2.7M———
Mount Lucas Management LP
N/A—22,985-22,985-100%$2.7M———
Spirepoint Private Client, LLC
N/A—22,968-22,968-100%$2.7M———
Strategic Investment Advisors / MI
N/A—22,920-22,920-100%$2.7M———
Southeast Asset Advisors, LLC
N/A—22,838-22,838-100%$2.7M———
BCS Private Wealth Management, Inc.
N/A—22,791-22,791-100%$2.7M———
SCS Capital Management LLC
N/A—22,777-22,777-100%$2.7M———
West Family Investments, Inc.
N/A—22,743-22,743-100%$2.7M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—22,590-22,590-100%$2.7M———
Vista Investment Management
N/A—22,494-22,494-100%$2.6M———
Destination Wealth Management
N/A—22,344-22,344-100%$2.6M———
Ironwood Investment Management LLC
N/A—22,200-22,200-100%$2.6M———
Landscape Capital Management, L.L.C.
N/A—22,193-22,193-100%$2.6M———
Zuckerman Investment Group, LLC
N/A—22,103-22,103-100%$2.6M———
Crews Bank & Trust
N/A—22,069-22,069-100%$2.6M———
Gateway Wealth Partners, LLC
N/A—21,994-21,994-100%$2.6M———
Rodgers Brothers Inc.
N/A—21,928-21,928-100%$2.6M———
Stamos Capital Partners, L.P.
N/A—21,699-21,699-100%$2.5M———
VeraBank, N.A.
N/A—21,409-21,409-100%$2.5M———
Pallas Capital Advisors LLC
N/A—21,373-21,373-100%$2.5M———
Peloton Wealth Strategists
N/A—21,300-21,300-100%$2.5M———
Continuum Advisory, LLC
N/A—21,110-21,110-100%$2.5M———
Qsemble Capital Management, LP
N/A—20,785-20,785-100%$2.4M———
Meiji Yasuda Life Insurance Co
N/A—20,769-20,769-100%$2.4M———
Optas, LLC
N/A—20,674-20,674-100%$2.4M———
Guardian Wealth Advisors, LLC / NC
N/A—20,664-20,664-100%$2.4M———
Wealth Alliance, LLC
N/A—20,646-20,646-100%$2.4M———
Joule Financial, LLC
N/A—20,603-20,603-100%$2.4M———
Ceeto Capital Group, LLC
N/A—20,533-20,533-100%$2.4M———
Nwam LLC
N/A—20,513-20,513-100%$2.4M———
Safe Harbor Fiduciary, LLC
N/A—20,495-20,495-100%$2.4M———
Virtus Investment Advisers, LLC
N/A—20,419-20,419-100%$2.4M———
Piedmont Capital Management, LLC
N/A—20,334-20,334-100%$2.4M———
BOK Financial Private Wealth, Inc.
N/A—20,212-20,212-100%$2.4M———
Kintra Wealth, LLC
N/A—20,045-20,045-100%$2.3M———
Globeflex Capital L P
N/A—20,040-20,040-100%$2.4M———
IKE Capital, LLC
N/A—20,035-20,035-100%$2.4M———
Boston Family Office LLC
N/A—19,998-19,998-100%$2.3M———
Counterweight Ventures, LLC
N/A—19,853-19,853-100%$2.3M———
Founders Financial Alliance, LLC
N/A—19,780-19,780-100%$2.3M———
Baader Bank Aktiengesellschaft
N/A—19,732-19,732-100%$2.3M———
Mairs & Power Inc
N/A—19,731-19,731-100%$2.3M———
Atlas Wealth LLC
N/A—19,648-19,648-100%$2.3M———
Patron Partners, LLC
N/A—19,608-19,608-100%$2.3M———
IFC Advisors LLC
N/A—19,381-19,381-100%$2.3M———
Klcm Advisors, Inc.
N/A—19,334-19,334-100%$2.3M———
Sfmg, LLC
N/A—19,235-19,235-100%$2.3M———
Roundview Capital LLC
N/A—19,219-19,219-100%$2.3M———
Palogic Value Management, L.P.
N/A—18,933-18,933-100%$2.2M———
Schnieders Capital Management, Llc.
N/A—18,914-18,914-100%$2.2M———
FLC Capital Advisors
N/A—18,901-18,901-100%$2.2M———
Citizens Business Bank
N/A—18,796-18,796-100%$2.2M———
Hartford Funds Management Co LLC
N/A—18,659-18,659-100%$2.2M———
Drive Wealth Management, LLC
N/A—18,626-18,626-100%$2.2M———
Weaver C. Barksdale & Associates, Inc.
N/A—18,542-18,542-100%$2.2M———
Trustco Bank Corp N Y
N/A—18,430-18,430-100%$2.2M———
Pingora Partners LLC
N/A—18,345-18,345-100%$2.2M———
First National Advisers, LLC
N/A—18,246-18,246-100%$2.1M———
Quotient Wealth Partners, LLC
N/A—18,223-18,223-100%$2.1M———
HHM Wealth Advisors, LLC
N/A—18,210-18,210-100%$2.1M———
Pitcairn Wealth Advisors LLC
N/A—18,206-18,206-100%$2.1M———
Evernest Financial Advisors, LLC
N/A—18,124-18,124-100%$2.1M———
Members Trust Co
N/A—17,958-17,958-100%$2.1M———
Delta Investment Management, LLC
N/A—17,906-17,906-100%$2.1M———
Affinity Investment Advisors, LLC
N/A—17,818-17,818-100%$2.1M———
Tiemann Investment Advisors, LLC
N/A—17,818-17,818-100%$2.1M———
49 Wealth Management, LLC
N/A—17,748-17,748-100%$2.1M———
Alongside, LLC
N/A—17,748-17,748-100%$2.1M———
Kapstone Financial Advisors LLC
N/A—17,643-17,643-100%$2.1M———
Range Advisory, LLC
N/A—17,636-17,636-100%$2.1M———
Timber Creek Capital Management LLC
N/A—17,620-17,620-100%$2.1M———
Proffitt & Goodson Inc
N/A—17,605-17,605-100%$2.1M———
Rice Partnership, LLC
N/A—17,482-17,482-100%$2.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—17,429-17,429-100%$2.0M———
Stratos Wealth Advisors, LLC
N/A—17,401-17,401-100%$2.0M———
Coastwise Capital Group, LLC
N/A—17,276-17,276-100%$2.0M———
Engineers Gate Manager LP
N/A—17,221-17,221-100%$2.0M———
Alan B Lancz & Associates, Inc.
N/A—17,159-17,159-100%$2.0M———
V. M. Manning & Co., Inc.
N/A—17,045-17,045-100%$2.0M———
Maridea Wealth Management LLC
N/A—17,024-17,024-100%$2.0M———
Heritage Wealth Advisors
N/A—17,010-17,010-100%$2.0M———
Transcend Capital Advisors, LLC
N/A—16,941-16,941-100%$2.0M———
National Philanthropic Trust
N/A—16,841-16,841-100%$2.0M———
Brave Asset Management Inc
N/A—16,831-16,831-100%$2.0M———
Perennial Investment Advisors, LLC
N/A—16,752-16,752-100%$2.0M———
Howe & Rusling Inc
N/A—16,703-16,703-100%$2.0M———
Highview Capital Management LLC
N/A—16,654-16,654-100%$2.0M———
Monetary Management Group Inc
N/A—16,600-16,600-100%$1.9M———
BBR Partners, LLC
N/A—16,591-16,591-100%$1.9M———
Gabelli & Co Investment Advisers, Inc.
N/A—16,500-16,500-100%$1.9M———
Edgestream Partners, L.P.
N/A—16,488-16,488-100%$1.9M———
LRI Investments, LLC
N/A—16,476-16,476-100%$1.9M———
Intellectus Partners, LLC
N/A—16,446-16,446-100%$1.9M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—16,427-16,427-100%$1.9M———
Vaughan Nelson Investment Management, L.P.
N/A—16,420-16,420-100%$1.9M———
Navalign, LLC
N/A—16,414-16,414-100%$1.9M———
Waddell & Associates, LLC
N/A—16,377-16,377-100%$1.9M———
CM Wealth Advisors LLC
N/A—16,228-16,228-100%$1.9M———
Circle Wealth Management, LLC
N/A—16,228-16,228-100%$1.9M———
Legacy Capital Group California, Inc.
N/A—16,223-16,223-100%$1.9M———
Gilbert & Cook, Inc.
N/A—16,158-16,158-100%$1.9M———
Moment Partners, LLC
N/A—16,144-16,144-100%$1.9M———
Centaurus Financial, Inc.
N/A—16,000-16,000-100%$1.9M———
Shufro Rose & Co LLC
N/A—15,963-15,963-100%$1.9M———
PCM Encore, LLC
N/A—15,932-15,932-100%$1.9M———
Hilltop Partners LLC
N/A—15,922-15,922-100%$1.9M———
Transamerica Financial Advisors, LLC
N/A—15,892-15,892-100%$1.9M———
Ark Wealth Advisors LLC
N/A—15,836-15,836-100%$1.9M———
Baldwin Investment Management, LLC
N/A—15,758-15,758-100%$1.9M———
Game Plan Financial Advisors, LLC
N/A—15,727-15,727-100%$1.8M———
Silver OAK Securities, Incorporated
N/A—15,722-15,722-100%$1.8M———
Ethos Financial Group, LLC
N/A—15,697-15,697-100%$1.8M———
Garrison Point Advisors, LLC
N/A—15,616-15,616-100%$1.8M———
Roehl & Yi Investment Advisors, LLC
N/A—15,612-15,612-100%$1.8M———
Richmond Brothers, Inc.
N/A—15,599-15,599-100%$1.8M———
Tudor Financial Inc.
N/A—15,582-15,582-100%$1.8M———
Apriem Advisors
N/A—15,561-15,561-100%$1.8M———
Lcnb Corp
N/A—15,545-15,545-100%$1.8M———
Resurgent Financial Advisors LLC
N/A—15,544-15,544-100%$1.8M———
Sierra Legacy Group
N/A—15,450-15,450-100%$1.8M———
Capital Group Private Client Services, Inc.
N/A—15,432-15,432-100%$1.8M———
Rexford Capital Inc
N/A—15,431-15,431-100%$1.8M———
Sunflower Bank, N.A.
N/A—15,426-15,426-100%$1.8M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—15,268-15,268-100%$1.8M———
Fort Point Capital Partners LLC
N/A—15,248-15,248-100%$1.8M———
HighPoint Advisor Group LLC
N/A—15,041-15,041-100%$1.8M———
RBF Capital, LLC
N/A—15,000-15,000-100%$1.8M———
Buckland Partners Management Co LLC
N/A—15,000-15,000-100%$1.8M———
Everstar Asset Management, LLC
N/A—14,970-14,970-100%$1.8M———
Minot DeBlois Advisors LLC
N/A—14,904-14,904-100%$1.8M———
Delta Asset Management LLC
N/A—14,840-14,840-100%$1.7M———
Advisory Alpha, LLC
N/A—14,826-14,826-100%$1.7M———
Twin Lakes Capital Management, LLC
N/A—14,818-14,818-100%$1.7M———
Stance Capital LLC
N/A—14,783-14,783-100%$1.7M———
Mirabaud Asset Management Ltd
N/A—14,776-14,776-100%$1.7M———
Wilson & Boucher Capital Management, LLC
N/A—14,746-14,746-100%$1.7M———
Prestige Wealth Management Group LLC
N/A—14,628-14,628-100%$1.7M———
Bank of Nova Scotia Trust Co
N/A—14,597-14,597-100%$1.7M———
Boxwood Ventures, Inc.
N/A—14,538-14,538-100%$1.7M———
Delta Accumulation, LLC
N/A—14,500-14,500-100%$1.7M———
Red Door Wealth Management, LLC
N/A—14,376-14,376-100%$1.7M———
Severin Investments, LLC
N/A—14,270-14,270-100%$1.7M———
Allred Capital Management, LLC
N/A—14,218-14,218-100%$1.7M———
Retirement Capital Strategies
N/A—14,200-14,200-100%$1.7M———
Gamco Investors, Inc. ET AL
N/A—14,162-14,162-100%$1.7M———
Cardiff Park Advisors, LLC
N/A—14,110-14,110-100%$1.7M———
TRB Wealth Management, LLC
N/A—14,066-14,066-100%$1.7M———
Beaton Management Co. Inc.
N/A—14,006-14,006-100%$1.6M———
Monetta Financial Services Inc
N/A—14,000-14,000-100%$1.6M———
Faithward Advisors, LLC
N/A—13,985-13,985-100%$1.6M———
First Commonwealth Financial Corp
N/A—13,923-13,923-100%$1.6M———
US Asset Management LLC
N/A—13,919-13,919-100%$1.6M———
Cary Street Partners Investment Advisory LLC
N/A—13,909-13,909-100%$1.6M———
American Money Management, LLC
N/A—13,878-13,878-100%$1.6M———
Canal Capital Management, LLC
N/A—13,853-13,853-100%$1.6M———
Tiaa Trust, National Association
N/A—13,770-13,770-100%$1.6M———
Rogco, LP
N/A—13,757-13,757-100%$1.6M———
CIM Investment Management Inc
N/A—13,677-13,677-100%$1.6M———
USA Financial Formulas
N/A—13,563-13,563-100%$1.6M———
Blue Chip Partners, LLC
N/A—13,508-13,508-100%$1.6M———
Aureus Asset Management, LLC
N/A—13,455-13,455-100%$1.6M———
Douglass Winthrop Advisors, LLC
N/A—13,439-13,439-100%$1.6M———
Steigerwald, Gordon & Koch Inc.
N/A—13,433-13,433-100%$1.6M———
Tyche Wealth Partners LLC
N/A—13,414-13,414-100%$1.6M———
Fortis Capital Advisors, LLC
N/A—13,314-13,314-100%$1.6M———
Bayesian Capital Management, LP
N/A—13,300-13,300-100%$1.6M———
One Wealth Advisors, LLC
N/A—13,250-13,250-100%$1.6M———
OneAscent Financial Services LLC
N/A—13,243-13,243-100%$1.6M———
Authentikos Wealth Advisory, LLC
N/A—13,243-13,243-100%$1.6M———
Campion Asset Management
N/A—13,180-13,180-100%$1.5M———
Vantus Wealth LLC
N/A—13,141-13,141-100%$1.5M———
Wealth Management Associates, Inc.
N/A—13,083-13,083-100%$1.5M———
Pointe Capital Management LLC
N/A—13,048-13,048-100%$1.5M———
Beto Financial Group, LLC
N/A—12,984-12,984-100%$1.4M———
Medallion Wealth Advisors, LLC
N/A—12,955-12,955-100%$1.5M———
Aspen Wealth Strategies, LLC
N/A—12,938-12,938-100%$1.5M———
Bouchey Financial Group, Ltd.
N/A—12,919-12,919-100%$1.5M———
FOX RUN Management, L.L.C.
N/A—12,918-12,918-100%$1.5M———
Strategic Wealth Partners, Ltd.
N/A—12,880-12,880-100%$1.5M———
Wrapmanager Inc
N/A—12,841-12,841-100%$1.5M———
Mattson Financial Services, LLC
N/A—12,797-12,797-100%$1.4M———
Sand Hill Global Advisors, LLC
N/A—12,724-12,724-100%$1.5M———
Athena Investment Management
N/A—12,650-12,650-100%$1.5M———
Keebeck Wealth Management
N/A—12,574-12,574-100%$1.5M———
Papamarkou Wellner Asset Management inc.
N/A—12,534-12,534-100%$972.5K———
Garden State Investment Advisory Services LLC
N/A—12,495-12,495-100%$1.5M———
Hollencrest Capital Management
N/A—12,491-12,491-100%$1.5M———
Park Place Capital Corp
N/A—12,481-12,481-100%$1.5M———
Dearborn Partners LLC
N/A—12,480-12,480-100%$1.5M———
CacheTech Inc.
N/A—12,472-12,472-100%$1.5M———
Greykasell Wealth Strategies, Inc.
N/A—12,188-12,188-100%$1.4M———
Harbour Investment Management LLC
N/A—12,120-12,120-100%$1.4M———
Fortress Private Ledger, LLC
N/A—12,097-12,097-100%$1.4M———
360 Financial, Inc.
N/A—12,090-12,090-100%$1.4M———
Pinnacle Holdings, LLC
N/A—12,046-12,046-100%$1.4M———
West Michigan Advisors, LLC
N/A—12,020-12,020-100%$1.4M———
Basecamp Wealth Advisors LLC
N/A—12,011-12,011-100%$1.4M———
Westshore Wealth, LLC
N/A—12,003-12,003-100%$1.4M———
Ames National Corp
N/A—11,981-11,981-100%$1.4M———
Ellevest, Inc.
N/A—11,873-11,873-100%$1.4M———
AFT, Forsyth & Company, Inc.
N/A—11,802-11,802-100%$1.4M———
Goldstone Financial Group, LLC
N/A—11,749-11,749-100%$1.4M———
Viawealth, LLC
N/A—11,733-11,733-100%$1.4M———
Maverick Capital LTD
N/A—11,722-11,722-100%$1.4M———
SBI Okasan Asset Management Co.Ltd.
N/A—11,700-11,700-100%$1.4M———
MJP Associates Inc
N/A—11,640-11,640-100%$1.4M———
Family Manage LLC
N/A—11,624-11,624-100%$1.4M———
Keyvantage Wealth, LLC
N/A—11,587-11,587-100%$1.4M———
Cape COD Five Cents Savings Bank
N/A—11,558-11,558-100%$1.4M———
Hexagon Capital Partners LLC
N/A—11,422-11,422-100%$1.3M———
Centric Wealth Management
N/A—11,358-11,358-100%$1.1M———
Sagewood Asset Management LP
N/A—11,355-11,355-100%$1.3M———
PCB Capital LLC
N/A—11,256-11,256-100%$1.3M———
Mrwm Advisors, LLC
N/A—11,182-11,182-100%$1.3M———
AMJ Financial Wealth Management
N/A—11,097-11,097-100%$861.0K———
Dash Acquisitions Inc.
N/A—11,046-11,046-100%$1.4M———
Mission Creek Capital Partners, Inc.
N/A—10,962-10,962-100%$1.1M———
HFM Investment Advisors, LLC
N/A—10,939-10,939-100%$1.3M———
Paragon Financial Partners, Inc.
N/A—10,871-10,871-100%$1.3M———
Stonebrook Private Inc.
N/A—10,858-10,858-100%$1.3M———
Cyber Hornet ETFs LLC
N/A—10,762-10,762-100%$1.3M———
JTC Employer Solutions Trustee Ltd
N/A—10,753-10,753-100%$1.3M———
Waterloo Capital, L.P.
N/A—10,741-10,741-100%$1.3M———
Gallagher Fiduciary Advisors, LLC
N/A—10,728-10,728-100%$1.3M———
Prostatis Group LLC
N/A—10,681-10,681-100%$1.3M———
Reliant Investment Partners, LLC
N/A—10,642-10,642-100%$1.3M———
Palisade Capital Management, LP
N/A—10,606-10,606-100%$1.2M———
Cauble & Harre Wealth Management, Inc.
N/A—10,605-10,605-100%$1.2M———
First Western Trust Bank
N/A—10,564-10,564-100%$1.2M———
Financial Advisors Network, Inc.
N/A—10,545-10,545-100%$1.2M———
South Plains Financial, Inc.
N/A—10,492-10,492-100%$1.2M———
Coign Capital Advisors LLC
N/A—10,470-10,470-100%$1.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,456-10,456-100%$1.2M———
Wayfinding Financial, LLC
N/A—10,390-10,390-100%$1.2M———
Chase Investment Counsel Corp
N/A—10,383-10,383-100%$1.2M———
Verdad Advisers, LP
N/A—10,307-10,307-100%$1.2M———
Millstone Evans Group, LLC
N/A—10,267-10,267-100%$1.2M———
Renaissance Group LLC
N/A—10,264-10,264-100%$1.2M———
Alteri Wealth LLC
N/A—10,202-10,202-100%$1.2M———
Greenland Capital Management LP
N/A—10,112-10,112-100%$1.2M———
Bellevue Asset Management, LLC
N/A—10,082-10,082-100%$1.2M———
Chesapeake Capital Corp
N/A—10,080-10,080-100%$1.2M———
Cahill Financial Advisors Inc
N/A—10,020-10,020-100%$1.2M———
TFR Capital, Llc.
N/A—9,961-9,961-100%$1.2M———
Future Fund LLC
N/A—9,935-9,935-100%$1.2M———
SGL Investment Advisors, Inc.
N/A—9,926-9,926-100%$1.2M———
Beta Wealth Group, Inc.
N/A—9,924-9,924-100%$1.2M———
denkapparat Operations GmbH
N/A—9,896-9,896-100%$1.2M———
North Dallas Bank & Trust Co
N/A—9,857-9,857-100%$1.2M———
Seeds Investor LLC
N/A—9,772-9,772-100%$1.1M———
Main Street Research LLC
N/A—9,682-9,682-100%$1.1M———
Vickerman Investment Advisors, Inc.
N/A—9,666-9,666-100%$1.1M———
OneAscent Family Office, LLC
N/A—9,660-9,660-100%$1.1M———
Signet Private Wealth LLC
N/A—9,636-9,636-100%$1.1M———
Two Sigma Securities, LLC
N/A—9,558-9,558-100%$1.1M———
Sovereign Financial Group, Inc.
N/A—9,539-9,539-100%$1.1M———
Granite Harbor Advisors, Inc.
N/A—9,489-9,489-100%$1.1M———
Graham Capital Management, L.P.
N/A—9,476-9,476-100%$1.1M———
Lotus Technology Management, LP
N/A—9,472-9,472-100%$1.1M———
Keynote Financial Services LLC
N/A—9,437-9,437-100%$1.1M———
FCA Corp
N/A—9,397-9,397-100%$1.1M———
Z3 Capital Partners, LLC
N/A—9,357-9,357-100%$1.1M———
Northstar Financial Companies, Inc.
N/A—9,321-9,321-100%$1.1M———
Sonoma Private Wealth LLC
N/A—9,274-9,274-100%$1.1M———
Blalock Williams, LLC
N/A—9,253-9,253-100%$1.1M———
Compass Capital Corp
N/A—9,245-9,245-100%$1.1M———
Cascade Financial Partners, LLC
N/A—9,211-9,211-100%$1.1M———
Northwest Quadrant Wealth Management, LLC
N/A—9,168-9,168-100%$1.1M———
Calydon Capital
N/A—9,141-9,141-100%$1.1M———
Notis-McConarty Edward
N/A—9,127-9,127-100%$1.1M———
Impact Partnership Wealth, LLC
N/A—9,087-9,087-100%$1.1M———
BSW Wealth Partners
N/A—9,060-9,060-100%$1.1M———
Pgim Custom Harvest LLC
N/A—9,056-9,056-100%$1.1M———
Innovative Asset Advisors Group, LLC
N/A—9,032-9,032-100%$1.1M———
KDT Advisors, LLC
N/A—9,004-9,004-100%$1.1M———
Vista Cima Wealth Management LLC
N/A—8,904-8,904-100%$1.0M———
Summit Wealth Partners, LLC
N/A—8,879-8,879-100%$1.0M———
Calton & Associates, Inc.
N/A—8,794-8,794-100%$1.0M———
Expressive Wealth LLC
N/A—8,776-8,776-100%$1.0M———
Silvant Capital Management LLC
N/A—8,736-8,736-100%$1.0M———
RB Capital Management, LLC
N/A—8,732-8,732-100%$1.0M———
Smith, Moore & Co.
N/A—8,731-8,731-100%$1.0M———
Atlas Legacy Advisors, LLC
N/A—8,717-8,717-100%$949.5K———
SHP Wealth Management
N/A—8,642-8,642-100%$1.0M———
Jackson, Grant Investment Advisers, Inc.
N/A—8,634-8,634-100%$1.0M———
Satovsky Asset Management LLC
N/A—8,631-8,631-100%$1.0M———
BIT Capital GmbH
N/A—8,509-8,509-100%$999.5K———
Ardmore Road Asset Management LP
N/A—8,500-8,500-100%$998.4K———
Rothschild Capital Partners, LLC
N/A—8,497-8,497-100%$998.1K———
Alexis Investment Partners, LLC
N/A—8,469-8,469-100%$996.8K———
Everest Private Wealth
N/A—8,421-8,421-100%$989.1K———
Clifford Group, LLC
N/A—8,411-8,411-100%$988.0K———
Madison Asset Management, LLC
N/A—8,383-8,383-100%$984.7K———
NCM Capital Management, LLC
N/A—8,344-8,344-100%$980.1K———
Ameriflex Group, Inc.
N/A—8,297-8,297-100%$974.6K———
Dynamic Technology Lab Private Ltd
N/A—8,289-8,289-100%$974.0K———
Birchcreek Wealth Management, LLC
N/A—8,112-8,112-100%$952.8K———
Berger Financial Group, Inc
N/A—8,087-8,087-100%$949.9K———
Madison Wealth Partners, Inc
N/A—8,060-8,060-100%$946.7K———
Prosperity Bancshares Inc
N/A—8,014-8,014-100%$941.3K———
Stonebridge Financial Group, LLC
N/A—7,961-7,961-100%$935.0K———
Khazanah Nasional Berhad
N/A—7,961-7,961-100%$935.1K———
Asset Management Group, Inc.
N/A—7,927-7,927-100%$931.1K———
Jacobs Equity LLC
N/A—7,881-7,881-100%$925.7K———
Pasadena Private Wealth, LLC
N/A—7,842-7,842-100%$921.1K———
FWG Holdings, LLC
N/A—7,814-7,814-100%$892.1K———
BlackDiamond Wealth Management, LLC
N/A—7,778-7,778-100%$953.4K———
Element Wealth, LLC
N/A—7,755-7,755-100%$910.9K———
Dopkins Wealth Management, LLC
N/A—7,752-7,752-100%$910.6K———
TCM Advisors, LLC
N/A—7,742-7,742-100%$909.4K———
Aberdeen Wealth Management LLC
N/A—7,695-7,695-100%$903.9K———
Florida Financial Advisors, LLC
N/A—7,668-7,668-100%$900.7K———
Sargent Investment Group, LLC
N/A—7,648-7,648-100%$898.3K———
Fund Advisors of America Inc
N/A—7,593-7,593-100%$891.8K———
Oxbow Advisors, LLC
N/A—7,591-7,591-100%$891.6K———
Wall Street Financial Group, Inc.
N/A—7,586-7,586-100%$891.1K———
First Wilshire Securities Management Inc
N/A—7,575-7,575-100%$889.8K———
Cascades Capital Asset Management, LLC
N/A—7,518-7,518-100%$883.1K———
Oasis Management Co Ltd.A
N/A—7,500-7,500-100%$881.0K———
Performance Wealth Partners, LLC
N/A—7,482-7,482-100%$878.9K———
JMN Financial LLC
N/A—7,437-7,437-100%$873.6K———
PIN OAK Investment Advisors Inc
N/A—7,413-7,413-100%$871.0K———
CoreFirst Bank & Trust
N/A—7,399-7,399-100%$869.1K———
Royal Capital Wealth Management, LLC
N/A—7,378-7,378-100%$866.6K———
Astoria Portfolio Advisors Llc.
N/A—7,377-7,377-100%$866.5K———
Magnolia Capital Advisors LLC
N/A—7,368-7,368-100%$865.4K———
Advocacy Wealth Management, LLC
N/A—7,348-7,348-100%$863.1K———
Ruggaard & Associates LLC
N/A—7,332-7,332-100%$861.2K———
Northstar Asset Management Inc
N/A—7,311-7,311-100%$858.8K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—7,280-7,280-100%$855.1K———
All Terrain Financial Advisors, LLC
N/A—7,256-7,256-100%$852.3K———
Providence Capital Advisors, LLC
N/A—7,222-7,222-100%$848.3K———
Gentry Private Wealth, LLC
N/A—7,217-7,217-100%$847.7K———
Westmount Partners, LLC
N/A—7,197-7,197-100%$845.4K———
Chesapeake Asset Management LLC
N/A—7,121-7,121-100%$836.4K———
Voya Financial Advisors, Inc.
N/A—7,101-7,101-100%$835.8K———
Chaney Capital Management, Inc.
N/A—7,096-7,096-100%$833.5K———
Intellus Advisors LLC
N/A—6,990-6,990-100%$821.1K———
Truvestments Capital LLC
N/A—6,955-6,955-100%$816.9K———
Krane Funds Advisors LLC
N/A—6,932-6,932-100%$814.2K———
Broadleaf Partners, LLC
N/A—6,909-6,909-100%$811.5K———
Mayport, LLC
N/A—6,878-6,878-100%$807.8K———
Strait & Sound Wealth Management LLC
N/A—6,877-6,877-100%$807.8K———
Ponta Wealth Partners, LLC
N/A—6,876-6,876-100%$807.7K———
Brio Consultants, LLC
N/A—6,871-6,871-100%$807.1K———
Curio Wealth, LLC
N/A—6,813-6,813-100%$800.3K———
Claris Advisors, LLC / MO /
N/A—6,806-6,806-100%$799.4K———
Westerkirk Capital Inc.
N/A—6,801-6,801-100%$798.8K———
PDT Partners, LLC
N/A—6,800-6,800-100%$798.7K———
Star Financial Bank
N/A—6,796-6,796-100%$798.3K———
Windsor Advisory Group, LLC
N/A—6,784-6,784-100%$796.8K———
Red Wave Investments LLC
N/A—6,767-6,767-100%$794.9K———
American Financial Advisors, LLC
N/A—6,766-6,766-100%$794.8K———
Inceptionr LLC
N/A—6,753-6,753-100%$793.2K———
Bolthouse Investments, LLC
N/A—6,743-6,743-100%$792.0K———
Lummis Asset Management, LP
N/A—6,742-6,742-100%$765.9K———
Planning Alternatives LTD
N/A—6,732-6,732-100%$790.7K———
Orleans Capital Management Corp
N/A—6,727-6,727-100%$790.2K———
KKM Financial LLC
N/A—6,720-6,720-100%$789.3K———
Marietta Investment Partners LLC
N/A—6,666-6,666-100%$783.0K———
Adams Wealth Management
N/A—6,648-6,648-100%$780.9K———
Demming Financial Services Corp
N/A—6,627-6,627-100%$778.4K———
Investment Advisory Group, LLC
N/A—6,604-6,604-100%$775.7K———
LOM Asset Management Ltd
N/A—6,537-6,537-100%$767.8K———
C M Bidwell & Associates LTD
N/A—6,515-6,515-100%$765.3K———
MA Private Wealth
N/A—6,505-6,505-100%$764.1K———
Private Capital Management, LLC
N/A—6,500-6,500-100%$763.5K———
Leigh Baldwin & Co., LLC
N/A—6,475-6,475-100%$760.5K———
Anchor Bay Capital, Inc.
N/A—6,459-6,459-100%$791.7K———
Wealthspire Retirement, LLC
N/A—6,458-6,458-100%$758.6K———
Teucrium Investment Advisors, LLC
N/A—6,457-6,457-100%$758.4K———
Bridgewealth Advisory Group, LLC
N/A—6,402-6,402-100%$752.0K———
Parvin Asset Management, LLC
N/A—6,340-6,340-100%$744.7K———
Brookwood Investment Group LLC
N/A—6,319-6,319-100%$742.2K———
Turner Financial Group, Inc.
N/A—6,303-6,303-100%$740.3K———
Carr Financial Group Corp
N/A—6,293-6,293-100%$739.2K———
Dividend Assets Capital, LLC
N/A—6,280-6,280-100%$737.6K———
GSA Capital Partners LLP
N/A—6,278-6,278-100%$737.0K———
Safeguard Investment Advisory Group, LLC
N/A—6,268-6,268-100%$736.2K———
WJ Financial Advisors LLC
N/A—6,224-6,224-100%$731.1K———
Karani Asset Management LLC
N/A—6,208-6,208-100%$729.2K———
American Wealth Advisors, LLC
N/A—6,173-6,173-100%$725.1K———
Mokan Wealth Management Inc.
N/A—6,166-6,166-100%$724.2K———
Bollard Group LLC
N/A—6,159-6,159-100%$723.0K———
Broyhill Asset Management, LLC
N/A—6,159-6,159-100%$723.4K———
Legacy Capital Wealth Management, LLC
N/A—6,143-6,143-100%$721.6K———
Westfuller Advisors, LLC
N/A—6,106-6,106-100%$717.3K———
Stonebridge Financial Group, LLC / MO
N/A—6,091-6,091-100%$715.5K———
Legend Capital Advisors LLC
N/A—6,070-6,070-100%$713.0K———
Fortis Capital Management LLC
N/A—6,066-6,066-100%$712.5K———
Palouse Capital Management, Inc.
N/A—6,053-6,053-100%$711.0K———
Aspire Capital Advisors LLC
N/A—6,005-6,005-100%$705.4K———
First National Bank of Hutchinson
N/A—6,000-6,000-100%$704.8K———
Birmingham Capital Management Co Inc
N/A—6,000-6,000-100%$705.0K———
Frisch Financial Group, Inc.
N/A—5,995-5,995-100%$704.2K———
Sittner & Nelson, LLC
N/A—5,993-5,993-100%$703.9K———
Quantum Portfolio Management LLC
N/A—5,960-5,960-100%$700.1K———
Talisman Wealth Advisors LLC
N/A—5,952-5,952-100%$699.1K———
Widmann Financial Services, Inc.
N/A—5,902-5,902-100%$693.2K———
Pacific Point Advisors, LLC
N/A—5,897-5,897-100%$692.7K———
SageGuard Financial Group, LLC
N/A—5,893-5,893-100%$692.1K———
Granite Bay Wealth Management, LLC
N/A—5,883-5,883-100%$691.0K———
Fairfield, Bush & Co.
N/A—5,874-5,874-100%$690.0K———
Crewe Advisors LLC
N/A—5,872-5,872-100%$689.7K———
UP Strategic Wealth Investment Advisors LLC
N/A—5,853-5,853-100%$711.1K———
Lakeridge Wealth Management LLC
N/A—5,830-5,830-100%$684.8K———
Broderick Brian C
N/A—5,795-5,795-100%$680.7K———
Topsail Wealth Management, LLC
N/A—5,774-5,774-100%$678.2K———
Sun Financial Inc
N/A—5,771-5,771-100%$707.4K———
First National Bank & Trust Co of Newtown
N/A—5,748-5,748-100%$666.7K———
GatePass Capital, LLC
N/A—5,733-5,733-100%$673.4K———
Warner Group LLC
N/A—5,708-5,708-100%$670.5K———
Chancellor Financial Group WB LP
N/A—5,700-5,700-100%$669.5K———
Jackson Thornton Wealth Management, LLC
N/A—5,686-5,686-100%$667.9K———
LEE Johnson Capital Management, LLC
N/A—5,646-5,646-100%$663.2K———
Flatrock Wealth Partners LLC
N/A—5,586-5,586-100%$656.1K———
Cape ANN Savings Bank
N/A—5,578-5,578-100%$655.2K———
Riverstone Advisors, LLC
N/A—5,560-5,560-100%$653.1K———
Brown Financial Advisors
N/A—5,549-5,549-100%$651.8K———
Schrum Private Wealth Management LLC
N/A—5,547-5,547-100%$299.2K———
Measured Wealth Private Client Group, LLC
N/A—5,530-5,530-100%$649.6K———
Swan Global Investments, LLC
N/A—5,476-5,476-100%$643.2K———
Nvest Financial, LLC
N/A—5,456-5,456-100%$640.8K———
Summit Wealth & Retirement Planning, Inc.
N/A—5,429-5,429-100%$637.6K———
Avalon Trust Co
N/A—5,415-5,415-100%$636.0K———
Thompson David Blair
N/A—5,371-5,371-100%$630.9K———
Aspen Grove Capital, LLC
N/A—5,357-5,357-100%$629.2K———
One Charles Private Wealth Services, LLC
N/A—5,347-5,347-100%$628.1K———
Laraway Financial Advisors Inc
N/A—5,296-5,296-100%$622.0K———
Stembrook Asset Management, LLC
N/A—5,293-5,293-100%$621.7K———
Cladis Investment Advisory, LLC
N/A—5,289-5,289-100%$621.2K———
RFP Financial Group LLC
N/A—5,283-5,283-100%$620.5K———
Core Wealth Advisors, Inc.
N/A—5,268-5,268-100%$618.8K———
Fox Hill Wealth Management
N/A—5,263-5,263-100%$618.2K———
JT Stratford LLC
N/A—5,251-5,251-100%$616.8K———
Capstone Financial Advisors, Inc.
N/A—5,238-5,238-100%$615.3K———
Roble, Belko & Company, Inc
N/A—5,235-5,235-100%$615.0K———
Keating Financial Advisory Services, Inc.
N/A—5,206-5,206-100%$611.4K———
Rather & Kittrell, Inc.
N/A—5,202-5,202-100%$611.1K———
Spreng Capital Management, Inc.
N/A—5,183-5,183-100%$608.8K———
Sentinel Wealth Management, Inc.
N/A—5,165-5,165-100%$606.7K———
Aegis Wealth Management LLC
N/A—5,138-5,138-100%$603.5K———
Legacy Wealth Advisors, LLC
N/A—5,133-5,133-100%$602.9K———
Alaethes Wealth, LLC
N/A—5,120-5,120-100%$601.4K———
Octavia Wealth Advisors, LLC
N/A—5,118-5,118-100%$601.2K———
M3 Advisory Group, LLC
N/A—5,089-5,089-100%$597.7K———
Bravera Wealth
N/A—5,068-5,068-100%$595.3K———
Sanchez Levi Garrett
N/A—5,059-5,059-100%$594.2K———
Riverview Trust Co
N/A—5,041-5,041-100%$592.1K———
Cheviot Value Management, LLC
N/A—5,029-5,029-100%$590.7K———
Avanda Investment Management Pte. Ltd.
N/A—5,000-5,000-100%$587.3K———
America First Investment Advisors, LLC
N/A—5,000-5,000-100%$587.3K———
Aristotle Atlantic Partners, LLC
N/A—5,000-5,000-100%$587.3K———
Baron Silver Stevens Financial Advisors, LLC
N/A—4,968-4,968-100%$583.6K———
LeClair Wealth Partners LLC
N/A—4,964-4,964-100%$583.1K———
Richard W. Paul & Associates, LLC
N/A—4,954-4,954-100%$581.9K———
Pennington Partners & Co., LLC
N/A—4,953-4,953-100%$581.8K———
CMT Capital Markets Trading GmbH
N/A—4,951-4,951-100%$582.0K———
Broadwater Capital Management LLC
N/A—4,948-4,948-100%$581.2K———
Wallace Advisory Group, LLC
N/A—4,944-4,944-100%$580.7K———
Sivia Capital Partners, LLC
N/A—4,932-4,932-100%$579.3K———
Silicon Valley Capital Partners
N/A—4,932-4,932-100%$579.3K———
Entelevest, LLC
N/A—4,886-4,886-100%$573.9K———
Van Diest Capital, LLC
N/A—4,872-4,872-100%$572.3K———
Parkwoods Wealth Partners, LLC
N/A—4,865-4,865-100%$571.4K———
Capital Markets Trading UK LLP
N/A—4,861-4,861-100%$571.0K———
Byrne Financial Freedom, LLC
N/A—4,854-4,854-100%$570.1K———
New Insight Wealth Advisors
N/A—4,830-4,830-100%$567.3K———
Blom & Howell Financial Planning, Inc.
N/A—4,828-4,828-100%$567.1K———
Brand Asset Management Group, Inc.
N/A—4,811-4,811-100%$565.1K———
Paces Ferry Wealth Advisors, LLC
N/A—4,807-4,807-100%$564.6K———
Noble Wealth Partners LLC
N/A—4,777-4,777-100%$561.1K———
Maxele Advisors, LLC
N/A—4,766-4,766-100%$559.9K———
Security National Bank of SO DAK
N/A—4,758-4,758-100%$558.9K———
Truepoint, Inc.
N/A—4,741-4,741-100%$556.9K———
WNY Asset Management, LLC
N/A—4,727-4,727-100%$555.2K———
Maimon Wealth Management Ltd.
N/A—4,716-4,716-100%$553.9K———
Hudson Bay Capital Management LP
N/A—4,710-4,710-100%$553.2K———
Basepoint Wealth LLC
N/A—4,687-4,687-100%$550.5K———
New World Advisors LLC
N/A—4,610-4,610-100%$541.5K———
Crabel Capital Management, LLC
N/A—4,577-4,577-100%$537.6K———
Twin Peaks Wealth Advisors, LLC
N/A—4,577-4,577-100%$537.7K———
B & T Capital Management DBA Alpha Capital Management
N/A—4,543-4,543-100%$533.7K———
Second Line Capital, LLC
N/A—4,510-4,510-100%$529.7K———
Pring Turner Capital Group Inc
N/A—4,501-4,501-100%$544.1K———
Houlihan Financial Resource Group, Ltd.
N/A—4,472-4,472-100%$525.3K———
Napier Financial, LLC
N/A—4,467-4,467-100%$524.7K———
Baltimore-Washington Financial Advisors, Inc.
N/A—4,462-4,462-100%$524.2K———
Centennial Bank
N/A—4,462-4,462-100%$524.1K———
Strathmore Capital Advisors, Inc.
N/A—4,459-4,459-100%$500.2K———
Sterneck Capital Management, LLC
N/A—4,443-4,443-100%$521.9K———
Olde Wealth Management, LLC
N/A—4,434-4,434-100%$520.0K———
Beckerman Institutional, LLC
N/A—4,410-4,410-100%$518.0K———
Summit Wealth Group, LLC
N/A—4,408-4,408-100%$517.8K———
Paradigm Capital Management, LLC
N/A—4,364-4,364-100%$513.0K———
Lansing Street Advisors
N/A—4,341-4,341-100%$509.9K———
Sharp Wealth Advisory, LLC
N/A—4,315-4,315-100%$506.9K———
Traub Capital Management LLC
N/A—4,310-4,310-100%$506.3K———
Zevin Asset Management LLC
N/A—4,309-4,309-100%$506.1K———
Barnes Wealth Management Group, Inc
N/A—4,297-4,297-100%$504.7K———
Acorns Advisers, LLC
N/A—4,273-4,273-100%$502.0K———
Wescott Financial Advisory Group, LLC
N/A—4,269-4,269-100%$501.4K———
Bay Rivers Group
N/A—4,261-4,261-100%$500.5K———
Dover Advisors, LLC
N/A—4,245-4,245-100%$327.0K———
Ballast Advisors LLC
N/A—4,236-4,236-100%$497.6K———
Libra Wealth LLC
N/A—4,231-4,231-100%$497.0K———
Meridian Wealth Partners, LLC
N/A—4,219-4,219-100%$495.6K———
Ducere Wealth Management LLC
N/A—4,203-4,203-100%$493.7K———
Capital Investment Management, Inc.
N/A—4,178-4,178-100%$490.8K———
Invst, LLC
N/A—4,176-4,176-100%$490.5K———
Consilio Wealth Advisors, LLC
N/A—4,168-4,168-100%$489.6K———
Brightwater Advisory LLC
N/A—4,155-4,155-100%$488.0K———
SSI Investment Management LLC
N/A—4,138-4,138-100%$486.1K———
Ninepoint Partners LP
N/A—4,108-4,108-100%$482.5K———
Arvest Bank Trust Division
N/A—4,071-4,071-100%$478.2K———
V2 Financial group LLC
N/A—4,056-4,056-100%$476.4K———
Markin Volterra Fund LP
N/A—4,055-4,055-100%$476.3K———
Tobias Financial Advisors, Inc.
N/A—4,044-4,044-100%$475.0K———
Corus Family Wealth Advisors
N/A—4,038-4,038-100%$474.3K———
Empire Financial Management Company, LLC
N/A—4,018-4,018-100%$472.0K———
Fiduciary Financial Advisors
N/A—4,004-4,004-100%$469.5K———
Koss-Olinger Consulting, LLC
N/A—4,000-4,000-100%$469.9K———
McGowan Group Asset Management, Inc.
N/A—3,999-3,999-100%$469.7K———
Elk River Wealth Management LLC
N/A—3,986-3,986-100%$468.2K———
WealthCollab, LLC
N/A—3,979-3,979-100%$467.4K———
Wealthquest Corp
N/A—3,979-3,979-100%$467.5K———
Wealth Watch Advisors, Inc
N/A—3,968-3,968-100%$466.0K———
Clarendon Private LLC
N/A—3,963-3,963-100%$465.5K———
Painted Porch Advisors LLC
N/A—3,962-3,962-100%$465.4K———
Pine Harbor Wealth Management, LLC
N/A—3,956-3,956-100%$464.7K———
Oxford Financial Group, Ltd. LLC
N/A—3,951-3,951-100%$464.1K———
Mosaic Financial Group, LLC
N/A—3,947-3,947-100%$464.0K———
Swisher Financial Concepts, Inc.
N/A—3,932-3,932-100%$461.9K———
Cohen & Steers, Inc.
N/A—3,900-3,900-100%$458.0K———
King Wealth Management Group
N/A—3,899-3,899-100%$458.0K———
Allium Financial Advisors, LLC
N/A—3,883-3,883-100%$456.2K———
Storen Legacy Partners, LLC
N/A—3,869-3,869-100%$454.5K———
Quantessence Capital LLC
N/A—3,860-3,860-100%$453.4K———
Dunhill Financial, LLC
N/A—3,859-3,859-100%$453.2K———
Retirement Planning Group, LLC / NY
N/A—3,841-3,841-100%$451.1K———
Silver Coast Investments LLC
N/A—3,825-3,825-100%$449.3K———
Klingenstein Fields & Co LP
N/A—3,798-3,798-100%$446.1K———
Palumbo Wealth Management LLC
N/A—3,791-3,791-100%$445.3K———
Concentrum Wealth Management
N/A—3,790-3,790-100%$445.2K———
Fortune Financial Advisors, LLC
N/A—3,776-3,776-100%$443.5K———
LifePlan Investment Advisors, Inc.
N/A—3,773-3,773-100%$443.2K———
Manhattan West Asset Management, LLC
N/A—3,752-3,752-100%$440.8K———
Peregrine Asset Advisers, Inc.
N/A—3,732-3,732-100%$438.3K———
Picton Mahoney Asset Management
N/A—3,720-3,720-100%$437.0K———
Connective Capital Management, LLC
N/A—3,705-3,705-100%$435.2K———
Outlook Capital Management, LLC
N/A—3,693-3,693-100%$433.8K———
Drexel Morgan & Co.
N/A—3,650-3,650-100%$428.7K———
Omnia Family Wealth, LLC
N/A—3,622-3,622-100%$425.4K———
Mendel Capital Management LLC
N/A—3,621-3,621-100%$425.3K———
FSA Advisors, Inc.
N/A—3,604-3,604-100%$423.0K———
Fairview Capital Investment Management, LLC
N/A—3,594-3,594-100%$422.2K———
Sandy Cove Advisors, LLC
N/A—3,592-3,592-100%$421.9K———
Invictus Private Wealth, LLC
N/A—3,578-3,578-100%$420.3K———
VestGen Investment Management
N/A—3,570-3,570-100%$419.3K———
McNamara Financial Services, Inc.
N/A—3,566-3,566-100%$418.9K———
Meramec Financial Planners, LLC
N/A—3,558-3,558-100%$407.6K———
Stillwater Private Wealth, LLC
N/A—3,530-3,530-100%$437———
Forty-three Eighteen Advisors, LLC
N/A—3,511-3,511-100%$412.4K———
Tulsa Wealth Advisors, Inc
N/A—3,511-3,511-100%$412.4K———
Ascension Capital Advisors, Inc.
N/A—3,495-3,495-100%$410.5K———
Custos Family Office, LLC
N/A—3,484-3,484-100%$409.2K———
Concorde Asset Management, LLC
N/A—3,468-3,468-100%$407.4K———
Peak Planning Group, LLC
N/A—3,466-3,466-100%$407.1K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—3,466-3,466-100%$407.1K———
Wealthedge Investment Advisors, LLC
N/A—3,464-3,464-100%$407.0K———
PSI Advisors, LLC
N/A—3,458-3,458-100%$406.1K———
W1m Asset Management Ltd
N/A—3,448-3,448-100%$404.7K———
Rockbridge Investment Management, LCC
N/A—3,439-3,439-100%$403.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,424-3,424-100%$402.2K———
Front Street Capital Management, Inc.
N/A—3,406-3,406-100%$393.3K———
Trevian Wealth Management LLC
N/A—3,399-3,399-100%$399.2K———
Infrastructure Capital Advisors, LLC
N/A—3,385-3,385-100%$397.6K———
Index Technologies Group LLC
N/A—3,385-3,385-100%$397.6K———
Kidder Stephen W
N/A—3,380-3,380-100%$397.0K———
OneAscent Investment Solutions LLC
N/A—3,376-3,376-100%$396.5K———
LM Advisors LLC
N/A—3,361-3,361-100%$395.0K———
Compton Financial Group, LLC
N/A—3,361-3,361-100%$394.8K———
Hudson Value Partners, LLC
N/A—3,352-3,352-100%$393.7K———
Pursuit Wealth Strategies, LLC
N/A—3,344-3,344-100%$392.8K———
Yukon Wealth Management, Inc.
N/A—3,331-3,331-100%$391.3K———
Francis Financial, Inc.
N/A—3,306-3,306-100%$388.3K———
FreeGulliver LLC
N/A—3,301-3,301-100%$387.7K———
Payne Capital LLC
N/A—3,300-3,300-100%$387.6K———
CTC Alternative Strategies, Ltd.
N/A—3,300-3,300-100%$387.6K———
Cetera Trust Company, N.a
N/A—3,295-3,295-100%$387.0K———
Novak & Powell Financial Services, Inc.
N/A—3,286-3,286-100%$385.9K———
Tripletail Wealth Management, LLC
N/A—3,281-3,281-100%$369.7K———
American Trust
N/A—3,248-3,248-100%$381.5K———
BTG Pactual Asset Management US LLC
N/A—3,237-3,237-100%$380.2K———
JPL Wealth Management, LLC
N/A—3,171-3,171-100%$372.5K———
Advance Capital Management, Inc.
N/A—3,169-3,169-100%$372.3K———
Harvest Investment Services, LLC
N/A—3,166-3,166-100%$371.9K———
Security National Bank of Sioux City Iowa
N/A—3,156-3,156-100%$370.7K———
Diametric Capital, LP
N/A—3,153-3,153-100%$370.4K———
Strategic Investment Solutions, Inc.
N/A—3,138-3,138-100%$368.6K———
Horizon Bancorp Inc
N/A—3,122-3,122-100%$367.0K———
PlanVest Financial, Inc
N/A—3,121-3,121-100%$366.6K———
Wick Capital Partners, LLC
N/A—3,119-3,119-100%$366.4K———
Stoneridge Investment Partners LLC
N/A—3,110-3,110-100%$361———
Aristotle Capital Management, LLC
N/A—3,109-3,109-100%$365.2K———
Vertex Planning Partners, LLC
N/A—3,106-3,106-100%$364.8K———
Sequent Planning LLC
N/A—3,097-3,097-100%$363.8K———
Disciplined Investors, L.L.C.
N/A—3,089-3,089-100%$362.8K———
Petix & Botte Co
N/A—3,080-3,080-100%$361.8K———
Cornerstone Financial Management LLC
N/A—3,079-3,079-100%$361.7K———
Osterweis Capital Management Inc
N/A—3,067-3,067-100%$360.3K———
Puzo Michael J
N/A—3,060-3,060-100%$359.4K———
Castle Wealth Management LLC
N/A—3,038-3,038-100%$356.8K———
Cofg Advisors, LLC
N/A—3,038-3,038-100%$356.8K———
Black Swift Group, LLC
N/A—3,029-3,029-100%$355.8K———
Bearing Point Capital, LLC
N/A—3,027-3,027-100%$355.6K———
Marex Group Ltd
N/A—3,020-3,020-100%$354.7K———
CCG Wealth Management, LLC
N/A—3,019-3,019-100%$354.6K———
Palisades Hudson Asset Management, L.P.
N/A—3,007-3,007-100%$352.0K———
Cannon Wealth Management Services, LLC
N/A—2,989-2,989-100%$351.1K———
RED Reef Advisors LLC
N/A—2,980-2,980-100%$350.0K———
Rowlandmiller & Partners.adv
N/A—2,964-2,964-100%$348.2K———
J. Goldman & Co LP
N/A—2,963-2,963-100%$348.0K———
Alesco Advisors, LLC, An ESL Co
N/A—2,961-2,961-100%$347.8K———
Clare Market Investments LLC
N/A—2,941-2,941-100%$345.4K———
Saranac Partners Ltd
N/A—2,940-2,940-100%$345.3K———
Bluebird Wealth Management LLC
N/A—2,930-2,930-100%$344.2K———
Godfrey Financial Associates, Inc.
N/A—2,929-2,929-100%$344.0K———
Copley Financial Group, Inc.
N/A—2,926-2,926-100%$343.6K———
Permanent Capital Management, LP
N/A—2,872-2,872-100%$337.3K———
Tribridge Partners Financial LLC
N/A—2,869-2,869-100%$328.7K———
Payne Capital Management, LLC
N/A—2,850-2,850-100%$334.8K———
Hemenway Trust Co LLC
N/A—2,850-2,850-100%$334.8K———
Delaney Dennis R
N/A—2,850-2,850-100%$334.8K———
Intentional Wealth Strategies, LLC
N/A—2,840-2,840-100%$333.6K———
Phillips Wealth Planners LLC
N/A—2,837-2,837-100%$317.2K———
Intrepid Capital Management Inc
N/A—2,833-2,833-100%$332.7K———
Vantage Point Financial LLC
N/A—2,829-2,829-100%$332.3K———
Monograph Wealth Advisors, LLC
N/A—2,818-2,818-100%$331.1K———
City National Bank of Florida
N/A—2,810-2,810-100%$330.1K———
S Harris Financial Group, LLC
N/A—2,809-2,809-100%$329.9K———
Fielder Capital Group LLC
N/A—2,805-2,805-100%$329.5K———
Intrepid Financial Planning Group LLC
N/A—2,791-2,791-100%$327.8K———
Cedarwood Wealth LLC
N/A—2,791-2,791-100%$327.8K———
Bellwether Advisors, LLC
N/A—2,790-2,790-100%$327.7K———
Virtus Advisers, LLC
N/A—2,786-2,786-100%$327.2K———
Select Asset Management & Trust
N/A—2,785-2,785-100%$327.0K———
Per Stirling Capital Management, Llc.
N/A—2,782-2,782-100%$326.8K———
Morris Financial Concepts, Inc.
N/A—2,755-2,755-100%$323.6K———
SAM Advisors, LLC
N/A—2,753-2,753-100%$323.4K———
Aventura Private Wealth, LLC
N/A—2,744-2,744-100%$322.3K———
Oxinas Partners, LLC
N/A—2,730-2,730-100%$320.7K———
N.E.W. Advisory Services LLC
N/A—2,729-2,729-100%$320.5K———
Peak Retirement Planning, Inc.
N/A—2,710-2,710-100%$318.3K———
Gambit Capital Management, LLC
N/A—2,706-2,706-100%$317.8K———
Hopwood Nicholas Hunter
N/A—2,689-2,689-100%$315.8K———
J. M. Brown & Associates Inc.
N/A—2,686-2,686-100%$315.5K———
Wexford Capital LP
N/A—2,676-2,676-100%$314.3K———
Inspire Advisors, LLC
N/A—2,674-2,674-100%$313.9K———
Conservest Capital Advisors, Inc.
N/A—2,635-2,635-100%$309.5K———
Seneca House Advisors
N/A—2,629-2,629-100%$308.8K———
1776 Wealth LLC
N/A—2,622-2,622-100%$308.0K———
Barnes Pettey Financial Advisors, LLC
N/A—2,611-2,611-100%$306.7K———
Campbell Deegan Wealth Management, LLC
N/A—2,608-2,608-100%$306.3K———
Algert Global LLC
N/A—2,563-2,563-100%$301.1K———
HTG Investment Advisors, Inc.
N/A—2,560-2,560-100%$300.7K———
Vance Wealth, LLC
N/A—2,544-2,544-100%$298.8K———
Strategic Financial Concepts, LLC
N/A—2,537-2,537-100%$298.0K———
Benchmark Investment Advisors LLC
N/A—2,521-2,521-100%$296.2K———
Atlanta Consulting Group Advisors, LLC
N/A—2,506-2,506-100%$294.4K———
Beacon Bridge Wealth Partners, LLC
N/A—2,504-2,504-100%$294.1K———
FWL Investment Management, LLC
N/A—2,488-2,488-100%$292.2K———
Goodwin Investment Advisory
N/A—2,464-2,464-100%$289.4K———
Bannerstone Capital Management, LLC
N/A—2,464-2,464-100%$289.4K———
Winning Points Advisors, LLC
N/A—2,448-2,448-100%$287.5K———
Financial Plan, Inc.
N/A—2,430-2,430-100%$285.4K———
Dogwood Wealth Management LLC
N/A—2,413-2,413-100%$283.4K———
Mark Sheptoff Financial Planning, LLC
N/A—2,408-2,408-100%$282.8K———
Alpha Capital Advisors Inc
N/A—2,408-2,408-100%$282.8K———
Betterment LLC
N/A—2,401-2,401-100%$282.0K———
Knightsbridge Asset Management, LLC
N/A—2,399-2,399-100%$281.8K———
M1 Capital Management LLC
N/A—2,393-2,393-100%$281.1K———
Hodges Capital Management Inc.
N/A—2,382-2,382-100%$279.8K———
Intrinsic Value Partners, LLC
N/A—2,373-2,373-100%$278.7K———
Aspiring Ventures, LLC
N/A—2,371-2,371-100%$278.5K———
Vienna Asset Management LLC
N/A—2,369-2,369-100%$278.3K———
Wood Tarver Financial Group, LLC
N/A—2,358-2,358-100%$276.0K———
Highland Investment Advisors LLC
N/A—2,316-2,316-100%$272.0K———
Arkos Global Advisors
N/A—2,307-2,307-100%$271.0K———
Denver Wealth Management, Inc.
N/A—2,305-2,305-100%$270.8K———
South Street Advisors LLC
N/A—2,295-2,295-100%$269.6K———
Sandro Wealth Management LLC
N/A—2,294-2,294-100%$269.5K———
Crux Wealth Advisors
N/A—2,290-2,290-100%$269.0K———
Potentia Wealth
N/A—2,281-2,281-100%$267.9K———
Fiducient Advisors LLC
N/A—2,274-2,274-100%$267.1K———
Magnolia Private Wealth, LLC
N/A—2,274-2,274-100%$267.1K———
BWM Planning, LLC
N/A—2,267-2,267-100%$266.3K———
Mcguire Capital Advisors Inc
N/A—2,266-2,266-100%$266.2K———
O'rourke & Company, Inc
N/A—2,254-2,254-100%$264.8K———
Petra Financial Advisors Inc
N/A—2,252-2,252-100%$264.5K———
Capstone Investment Advisors, LLC
N/A—2,248-2,248-100%$264.1K———
Polymer Capital Management (US) LLC
N/A—2,240-2,240-100%$263.1K———
Quest Investment Management LLC
N/A—2,235-2,235-100%$262.5K———
Golden Road Advisors LLC
N/A—2,228-2,228-100%$261.7K———
Quantbot Technologies LP
N/A—2,224-2,224-100%$261.2K———
East Coast Asset Management, Llc.
N/A—2,203-2,203-100%$258.8K———
Paul R. Ried Financial Group, LLC
N/A—2,197-2,197-100%$258.1K———
Arbor Trust Wealth Advisors, LLC
N/A—2,193-2,193-100%$257.6K———
BlueStem Wealth Partners, LLC
N/A—2,190-2,190-100%$257.2K———
Chelsea Counsel Co
N/A—2,188-2,188-100%$257.0K———
Silver OAK Wealth Advisors Services, LLC
N/A—2,183-2,183-100%$256.4K———
Marshall Investment Management, LLC
N/A—2,182-2,182-100%$256.3K———
Twinbeech Capital LP
N/A—2,177-2,177-100%$255.7K———
Quadrature Capital Ltd
N/A—2,174-2,174-100%$255.4K———
OneAscent Wealth Management LLC
N/A—2,173-2,173-100%$255.2K———
Duncan Williams Asset Management, LLC
N/A—2,157-2,157-100%$253.3K———
LaSalle St. Investment Advisors, LLC
N/A—2,141-2,141-100%$251.4K———
Operose Advisors LLC
N/A—2,129-2,129-100%$250.1K———
X-Square Capital, LLC
N/A—2,115-2,115-100%$248.0K———
Hobbs Group Advisors, LLC
N/A—2,112-2,112-100%$248.1K———
Miller Capital Partners, Inc.
N/A—2,103-2,103-100%$247.0K———
Strategies Wealth Advisors, LLC
N/A—2,091-2,091-100%$245.6K———
RiverGlades Family Offices LLC
N/A—2,077-2,077-100%$244.0K———
Bruce G. Allen Investments, LLC
N/A—2,071-2,071-100%$243.3K———
Dock Street Asset Management Inc
N/A—2,052-2,052-100%$241.0K———
Pinney & Scofield, Inc.
N/A—2,047-2,047-100%$240.4K———
Mustico Financial Group, Inc.
N/A—2,045-2,045-100%$233.4K———
Disciplined Investments, LLC
N/A—2,042-2,042-100%$239.8K———
ODonnell Financial Services, LLC
N/A—2,041-2,041-100%$239.8K———
Perissos Private Wealth Management, LLC
N/A—2,038-2,038-100%$239.4K———
Clarity Financial LLC
N/A—2,031-2,031-100%$238.6K———
Resolute Capital, LLC
N/A—2,022-2,022-100%$237.5K———
American Alpha Advisors, LLC
N/A—2,018-2,018-100%$237.0K———
Gross & Hartman Investments LLC
N/A—2,012-2,012-100%$236.3K———
American Trust Investment Advisors, LLC
N/A—2,010-2,010-100%$236.1K———
Northstar Group, Inc.
N/A—2,007-2,007-100%$235.7K———
Iron Gate Global Advisors LLC
N/A—2,003-2,003-100%$235.3K———
Prelude Capital Management, LLC
N/A—2,001-2,001-100%$235.0K———
Brendel Financial Advisors LLC
N/A—2,000-2,000-100%$234.9K———
Mathes Company, Inc.
N/A—2,000-2,000-100%$235.0K———
Grand Wealth Management, LLC
N/A—1,985-1,985-100%$233.2K———
Mittelman Wealth Management
N/A—1,981-1,981-100%$326.3K———
Lombard Odier Asset Management (Europe) Ltd
N/A—1,975-1,975-100%$232.0K———
NorthStar Asset Management LLC
N/A—1,973-1,973-100%$231.7K———
TD Capital Management LLC
N/A—1,963-1,963-100%$230.6K———
Saiph Capital, LLC
N/A—1,954-1,954-100%$229.5K———
Wellington-Altus USA Inc.
N/A—1,952-1,952-100%$151.5K———
Greenline Wealth Management LLC
N/A—1,947-1,947-100%$228.7K———
TriCert Investment Counsel Inc.
N/A—1,939-1,939-100%$227.8K———
KEB Asset Management, LLC
N/A—1,931-1,931-100%$226.8K———
WealthShield Partners, LLC
N/A—1,930-1,930-100%$226.7K———
Toews Corp
N/A—1,913-1,913-100%$224.7K———
Eaton-Cambridge Inc.
N/A—1,912-1,912-100%$224.6K———
Earnest Partners LLC
N/A—1,901-1,901-100%$223.3K———
Elm Partners Management LLC
N/A—1,887-1,887-100%$221.7K———
Caxton Associates LLP
N/A—1,883-1,883-100%$221.2K———
S&T Bank
N/A—1,871-1,871-100%$219.8K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,861-1,861-100%$218.6K———
NI Acquisitions Company, LLC
N/A—1,860-1,860-100%$218.5K———
Cercano Management LLC
N/A—1,840-1,840-100%$216.1K———
Caerus Investment Advisors, LLC
N/A—1,839-1,839-100%$216.0K———
Stevens Capital Management LP
N/A—1,839-1,839-100%$216.0K———
Ellenbecker Investment Group
N/A—1,835-1,835-100%$215.7K———
HFG Advisors, Inc.
N/A—1,827-1,827-100%$214.6K———
Round Rock Advisors LLC
N/A—1,827-1,827-100%$214.6K———
Meadowbrook Advisors Group, LLC
N/A—1,819-1,819-100%$213.7K———
Yarger Wealth Strategies, LLC
N/A—1,800-1,800-100%$218.4K———
Dynasty Wealth Management, LLC
N/A—1,774-1,774-100%$208.4K———
Resolute Wealth Strategies, LLC
N/A—1,767-1,767-100%$207.5K———
Latash Investments, LLC
N/A—1,762-1,762-100%$207.0K———
Financial Avengers, Inc.
N/A—1,750-1,750-100%$205.6K———
Pacific SUN Financial Corp
N/A—1,731-1,731-100%$203.3K———
Waterford Advisors, LLC
N/A—1,731-1,731-100%$203.3K———
Alexander Labrunerie & Co., Inc.
N/A—1,729-1,729-100%$203.1K———
Clarion Wealth Managment Partners, LLC
N/A—1,708-1,708-100%$200.6K———
Lavaca Capital LLC
N/A—1,676-1,676-100%$196.9K———
Wiser Advisor Group LLC
N/A—1,642-1,642-100%$192.8K———
Vision Retirement, LLC
N/A—1,623-1,623-100%$190.6K———
Front Row Advisors LLC
N/A—1,599-1,599-100%$192.6K———
Ogorek Anthony Joseph
N/A—1,555-1,555-100%$182.0K———
Tradewinds, Llc.
N/A—1,552-1,552-100%$2.5M———
Synergy Investment Management, LLC
N/A—1,545-1,545-100%$174.4K———
HighMark Wealth Management LLC
N/A—1,516-1,516-100%$178.0K———
Corsicana & Co.
N/A—1,500-1,500-100%$176.2K———
Battery Global Advisors, LLC
N/A—1,436-1,436-100%$168.7K———
Rialto Wealth Management, LLC
N/A—1,432-1,432-100%$168.2K———
Allied Private Wealth LLC
N/A—1,348-1,348-100%$153.4K———
Kerr Financial Planning Corp
N/A—1,347-1,347-100%$158.1K———
Leo H. Evart, Inc.
N/A—1,336-1,336-100%$157.0K———
Beaird Harris Wealth Management, LLC
N/A—1,318-1,318-100%$154.9K———
Sachetta, LLC
N/A—1,261-1,261-100%$148.1K———
Kemnay Advisory Services Inc.
N/A—1,241-1,241-100%$145.8K———
VSM Wealth Advisory, LLC
N/A—1,229-1,229-100%$144.3K———
Orion Capital Management LLC
N/A—1,140-1,140-100%$133.9K———
Boreal Capital Management LLC
N/A—1,049-1,049-100%$123.2K———
Tidemark, LLC
N/A—1,025-1,025-100%$120.3K———
Frazier Financial Advisors, LLC
N/A—1,018-1,018-100%$119.6K———
Ross\johnson & Associates LLC
N/A—1,014-1,014-100%$119.1K———
Manning & Napier Advisors LLC
N/A—1,005-1,005-100%$118.3K———
Kilter Group LLC
N/A—1,003-1,003-100%$117.8K———
Davis Asset Management, L.P.
N/A—1,000-1,000-100%$117.5K———
ESL Trust Services, LLC
N/A—1,000-1,000-100%$117.5K———
Loomis Sayles & Co L P
N/A—986-986-100%$115.8K———
Palladiem, LLC
N/A—928-928-100%$109.0K———
Copia Wealth Management
N/A—875-875-100%$102.8K———
IMA Advisory Services, Inc.
N/A—850-850-100%$99.9K———
Capula Management Ltd
N/A—824-824-100%$96.8K———
Abound Financial, LLC
N/A—786-786-100%$92.3K———
Tanglewood Legacy Advisors, LLC
N/A—783-783-100%$92.0K———
Alpha Financial Advisors, LLC
N/A—756-756-100%$88.8K———
Strive Financial Group,LLC
N/A—744-744-100%$87.4K———
Osbon Capital Management LLC
N/A—711-711-100%$83.6K———
Walsh & Associates, LLC
N/A—693-693-100%$81.4K———
Hamrick Investment Counsel, llc
N/A—690-690-100%$81.0K———
Raffa Wealth Management, LLC
N/A—667-667-100%$78.3K———
Fi3 Financial Advisors, LLC
N/A—632-632-100%$310.0K———
1015 Capital Partners, LLC
N/A—626-626-100%$73.5K———
Nova Wealth Management, Inc.
N/A—622-622-100%$73.1K———
Premier Financial Group
N/A—607-607-100%$71.3K———
NCP Inc.
N/A—600-600-100%$70.5K———
CapitalatWork S.A.
N/A—600-600-100%$70.0K———
Fourth Dimension Wealth, LLC
N/A—551-551-100%$64.7K———
Tacita Capital Inc
N/A—530-530-100%$62.3K———
Cbiz Investment Advisory Services, LLC
N/A—488-488-100%$37.9K———
Caitlin John, LLC
N/A—481-481-100%$56.5K———
Atomic Invest LLC
N/A—451-451-100%$53.1K———
JDM Financial Group LLC
N/A—400-400-100%$47.0K———
MRP Capital Investments, LLC
N/A—400-400-100%$47.0K———
Financial Life Planners
N/A—353-353-100%$41.5K———
Oakmont Advisory Group, LLC
N/A—311-311-100%$36.5K———
Delos Wealth Advisors, LLC
N/A—309-309-100%$36.3K———
Regatta Research & Money Management
N/A—308-308-100%$36.2K———
Consultiva Wealth Management, Corp.
N/A—299-299-100%$35.1K———
Graney & King, LLC
N/A—263-263-100%$30.9K———
Mpwm Advisory Solutions, LLC
N/A—234-234-100%$27.5K———
Nalls Sherbakoff Group, LLC
N/A—228-228-100%$26.8K———
Investment Counsel Co of Nevada
N/A—220-220-100%$25.8K———
WHI Trust Co LLC
N/A—208-208-100%$24.4K———
Financial Gravity Companies, Inc.
N/A—200-200-100%$23.5K———
Persistent Asset Partners Ltd
N/A—189-189-100%$22.2K———
Forum Finance Group S.A.
N/A—160-160-100%$15———
Ankerstar Wealth, LLC
N/A—154-154-100%$18.1K———
Park Square Financial Group, LLC
N/A—141-141-100%$16.6K———
Investors Portfolio Services LLC
N/A—123-123-100%$14.4K———
1248 Management, LLC
N/A—105-105-100%$12.3K———
Longfellow Investment Management Co LLC
N/A—99-99-100%$11.6K———
Three Bearings Fiduciary Advisors, Inc.
N/A—97-97-100%$11.4K———
Westend Capital Management, LLC
N/A—84-84-100%$9.9K———
Imprint Wealth LLC
N/A—82-82-100%$9.6K———
Benson Wealth Management Inc
N/A—82-82-100%$9.6K———
Morse Asset Management, Inc
N/A—75-75-100%$8.8K———
Sankala Group LLC
N/A—71-71-100%$7.9K———
LGT Financial Advisors LLC
N/A—57-57-100%$6.7K———
Harborfront Financial Group LLC
N/A—56-56-100%$6.6K———
Cypress Capital Management LLC (WY)
N/A—49-49-100%$5.8K———
Top Private Wealth Llc.
N/A—36-36-100%$4.2K———
Talon Private Wealth, LLC
N/A—33-33-100%$3.8K———
Quarry LP
N/A—32-32-100%$3.8K———
Seneschal Advisors, LLC
N/A—32-32-100%$3.8K———
Luminist Capital LLC
N/A—25-25-100%$2.9K———
Atlantic Private Wealth, LLC
N/A—15-15-100%$1.8K———
Core Capital Management & Research, inc.
N/A—13-13-100%$1.4K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$1.2K———
Cordant, Inc.
N/A—10-10-100%$1.2K———
Showing 4211 of 4211 institutions