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Coca-Cola Co (KO)

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
Shares111,516,244 from 105,977,991
Change+5,538,253 (+5%)
Value$9.6B (+$1.0B)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares35,475,667 from 34,083,819
Change+1,391,848 (+4%)
Value$3.1B (+$283.8M)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares19,931,994 from 19,581,969
Change+350,025 (+2%)
Value$1.7B (+$124.3M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares18,634,053 from 16,563,611
Change+2,070,442 (+13%)
Value$1.6B (+$257.9M)
Filed 2026-11-06
Amundi
INCREASED
Shares17,598,092 from 14,563,040
Change+3,035,052 (+21%)
Value$1.5B (+$331.3M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares17,065,366 from 18,606,171
Change-1,540,805 (-8%)
Value$1.5B (-$43.2M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares14,167,252 from 14,045,804
Change+121,448 (+1%)
Value$1.2B (+$78.0M)
Filed 2026-10-30
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares8,987,776 from 9,220,120
Change-232,344 (-3%)
Value$773.7M (+$24.3M)
Filed 2026-10-29
Principal Financial Group Inc
INCREASED
Shares8,980,210 from 8,737,836
Change+242,374 (+3%)
Value$773.0M (+$62.9M)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
INCREASED
Shares8,215,510 from 7,617,417
Change+598,093 (+8%)
Value$713.7M (+$713.1M)
Filed 2026-10-27
Fisher Asset Management, LLC
INCREASED
Shares6,903,071 from 6,518,291
Change+384,780 (+6%)
Value$594.2M (+$64.5M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares6,892,101 from 6,892,206
Change-105 (0%)
Value$593.3M (+$33.1M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares6,324,530 from 6,173,804
Change+150,726 (+2%)
Value$544.4M (+$42.7M)
Filed 2026-11-06
Allen Holding Inc
UNCHANGED
Shares6,000,000 from 6,000,000
Change0 (0%)
Value$516.5M (+$28.9M)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
INCREASED
Shares5,997,016 from 4,920,011
Change+1,077,005 (+22%)
Value$516.2M (+$116.4M)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares5,660,547 from 5,320,065
Change+340,482 (+6%)
Value$487.3M (+$54.9M)
Filed 2026-11-04
MacKenzie Financial Corp
DECREASED
Shares5,178,011 from 5,884,312
Change-706,301 (-12%)
Value$445.7M (-$32.5M)
Filed 2026-11-02
Vontobel Holding Ltd.
DECREASED
Shares5,101,020 from 6,407,515
Change-1,306,495 (-20%)
Value$439.1M (-$81.6M)
Filed 2026-10-16
Eurizon Capital SGR S.p.A.
INCREASED
Shares4,974,431 from 4,431,189
Change+543,242 (+12%)
Value$429.3M (+$67.5M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares4,965,472 from 7,090,856
Change-2,125,384 (-30%)
Value$427.4M (-$148.8M)
Filed 2026-11-06
Aberdeen Group plc
DECREASED
Shares4,756,097 from 4,863,002
Change-106,905 (-2%)
Value$409.4M (+$14.2M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares4,103,989 from 4,129,726
Change-25,737 (-1%)
Value$353.3M (+$17.6M)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares3,950,770 from 3,759,280
Change+191,490 (+5%)
Value$340.7M (+$33.9M)
Filed 2026-10-29
King Luther Capital Management Corp
DECREASED
Shares3,540,772 from 3,667,526
Change-126,754 (-3%)
Value$304.8M (+$6.7M)
Filed 2026-11-05
Assenagon Asset Management S.A.
INCREASED
Shares3,519,273 from 2,580,125
Change+939,148 (+36%)
Value$302.9M (+$93.3M)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares3,028,369 from 2,682,565
Change+345,804 (+13%)
Value$260.7M (+$42.7M)
Filed 2026-11-03
AMF Tjanstepension AB
UNCHANGED
Shares2,910,053 from 2,910,053
Change0 (0%)
Value$250.5M (+$14.0M)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares2,806,796 from 2,824,588
Change-17,792 (-1%)
Value$241.6M (+$12.1M)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares2,716,538 from 2,828,855
Change-112,317 (-4%)
Value$233.8M (+$3.9M)
Filed 2026-10-22
ProShare Advisors LLC
DECREASED
Shares2,692,855 from 2,845,613
Change-152,758 (-5%)
Value$231.8M (+$538.0K)
Filed 2026-10-29
Guinness Asset Management LTD
DECREASED
Shares2,652,304 from 2,749,910
Change-97,606 (-4%)
Value$228.3M (+$5.7M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares2,604,718 from 2,770,527
Change-165,809 (-6%)
Value$224.2M (-$949.8K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares2,471,374 from 2,398,911
Change+72,463 (+3%)
Value$212.7M (+$17.8M)
Filed 2026-11-02
Swedbank AB
DECREASED
Shares2,360,871 from 2,405,135
Change-44,264 (-2%)
Value$203.2M (+$7.8M)
Filed 2026-10-27
Alphinity Investment Management Pty Ltd
DECREASED
Shares2,228,024 from 3,418,540
Change-1,190,516 (-35%)
Value$191.8M (-$86.0M)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares2,155,033 from 2,054,854
Change+100,179 (+5%)
Value$185.5M (+$18.5M)
Filed 2026-10-27
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares2,132,205 from 3,355,276
Change-1,223,071 (-36%)
Value$183.5M (-$89.1M)
Filed 2026-10-30
KBC Group NV
INCREASED
Shares2,053,940 from 1,553,320
Change+500,620 (+32%)
Value$176.8M (+$50.6M)
Filed 2026-10-22
Alecta Tjanstepension Omsesidigt
DECREASED
Shares1,950,300 from 2,431,000
Change-480,700 (-20%)
Value$167.9M (-$29.6M)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares1,907,808 from 2,201,166
Change-293,358 (-13%)
Value$164.3M (-$14.7M)
Filed 2026-11-06
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares1,873,786 from 1,373,789
Change+499,997 (+36%)
Value$161.3M (+$49.6M)
Filed 2026-11-06
Cardano Risk Management B.V.
INCREASED
Shares1,865,458 from 1,505,504
Change+359,954 (+24%)
Value$160.6M (+$38.2M)
Filed 2026-10-20
Parnassus Investments, LLC
DECREASED
Shares1,842,302 from 1,844,913
Change-2,611 (0%)
Value$158.6M (+$8.6M)
Filed 2026-10-22
Great Lakes Advisors, LLC
INCREASED
Shares1,834,255 from 20,031
Change+1,814,224 (+9057%)
Value$157.9M (+$156.3M)
Filed 2026-11-06
Swiss Life Asset Management Ltd
INCREASED
Shares1,830,760 from 1,353,013
Change+477,747 (+35%)
Value$157.6M (+$47.6M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,790,667 from 1,993,456
Change-202,789 (-10%)
Value$154.1M (-$7.9M)
Filed 2026-10-15
Bahl & Gaynor LLC
DECREASED
Shares1,750,162 from 1,752,949
Change-2,787 (0%)
Value$150.7M (+$8.2M)
Filed 2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares1,724,450 from 1,973,777
Change-249,327 (-13%)
Value$148.3M (-$11.9M)
Filed 2026-10-22
ABN Amro Investment Solutions
INCREASED
Shares1,596,456 from 299,175
Change+1,297,281 (+434%)
Value$137.4M (+$113.1M)
Filed 2026-10-21
Union Bancaire Privee, UBP SA
INCREASED
Shares1,503,578 from 945,708
Change+557,870 (+59%)
Value$144.0M (+$56.6M)
Filed 2026-11-04
CIBC Asset Management Inc
DECREASED
Shares1,417,348 from 1,450,290
Change-32,942 (-2%)
Value$122.0M (+$4.1M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,401,571 from 1,220,829
Change+180,742 (+15%)
Value$119.5M (+$19.5M)
Filed 2026-10-13
Regions Financial Corp
INCREASED
Shares1,349,568 from 1,078,611
Change+270,957 (+25%)
Value$116.2M (+$28.5M)
Filed 2026-11-05
James Hambro & Partners LLP
INCREASED
Shares1,328,539 from 1,306,225
Change+22,314 (+2%)
Value$114.4M (+$8.2M)
Filed 2026-10-19
ZWJ Investment Counsel Inc
DECREASED
Shares1,285,544 from 1,300,360
Change-14,816 (-1%)
Value$110.7M (+$5.0M)
Filed 2026-10-15
State of New Jersey Common Pension Fund D
DECREASED
Shares1,257,044 from 1,257,791
Change-747 (0%)
Value$108.2M (+$6.0M)
Filed 2026-11-05
OFI Invest Asset Management
INCREASED
Shares1,256,599 from 561,144
Change+695,455 (+124%)
Value$95.4M (+$55.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares1,219,552 from 1,269,440
Change-49,888 (-4%)
Value$105.0M (+$1.8M)
Filed 2026-11-02
Yacktman Asset Management LP
DECREASED
Shares1,165,305 from 2,127,657
Change-962,352 (-45%)
Value$100.3M (-$72.6M)
Filed 2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED
Shares1,145,143 from 1,128,643
Change+16,500 (+1%)
Value$98.6M (+$6.8M)
Filed 2026-10-08
Calamos Advisors LLC
INCREASED
Shares1,139,244 from 965,562
Change+173,682 (+18%)
Value$98.1M (+$19.6M)
Filed 2026-11-02
Retirement Systems of Alabama
DECREASED
Shares1,121,068 from 1,812,825
Change-691,757 (-38%)
Value$96.5M (-$50.8M)
Filed 2026-11-04
Czech National Bank
INCREASED
Shares1,112,603 from 1,102,186
Change+10,417 (+1%)
Value$95.8M (+$6.2M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares1,102,025 from 1,074,888
Change+27,137 (+3%)
Value$94.9M (+$7.5M)
Filed 2026-11-03
Keybank National Association
INCREASED
Shares1,096,439 from 1,089,127
Change+7,312 (+1%)
Value$94.4M (+$5.9M)
Filed 2026-11-04
Cullinan Associates Inc
DECREASED
Shares1,094,151 from 1,132,980
Change-38,829 (-3%)
Value$94.2M (+$2.1M)
Filed 2026-11-03
Quilter Plc
DECREASED
Shares1,049,277 from 1,072,887
Change-23,610 (-2%)
Value$90.3M (+$3.1M)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,021,691 from 869,969
Change+151,722 (+17%)
Value$88.0M (+$17.2M)
Filed 2026-11-04
State of Michigan Retirement System
DECREASED
Shares1,002,948 from 1,021,448
Change-18,500 (-2%)
Value$86.3M (+$3.3M)
Filed 2026-10-27
UniSuper Management Pty Ltd
INCREASED
Shares983,112 from 907,631
Change+75,481 (+8%)
Value$84.6M (+$10.9M)
Filed 2026-10-26
Nykredit A/S
INCREASED
Shares958,191 from 939,103
Change+19,088 (+2%)
Value$82.5M (+$6.2M)
Filed 2026-11-06
Nisa Investment Advisors, LLC
DECREASED
Shares920,131 from 924,000
Change-3,869 (0%)
Value$79.7M (+$4.1M)
Filed 2026-10-20
SEB Asset Management AB
INCREASED
Shares900,295 from 846,863
Change+53,432 (+6%)
Value$77.5M (+$8.7M)
Filed 2026-11-04
IFM Investors Pty Ltd
INCREASED
Shares899,776 from 894,276
Change+5,500 (+1%)
Value$77.5M (+$4.8M)
Filed 2026-10-14
Strs Ohio
DECREASED
Shares896,264 from 968,287
Change-72,023 (-7%)
Value$77.2M (-$1.5M)
Filed 2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares879,555 from 872,690
Change+6,865 (+1%)
Value$75.7M (+$4.8M)
Filed 2026-10-20
Douglas Lane & Associates, LLC
DECREASED
Shares874,052 from 948,409
Change-74,357 (-8%)
Value$75.2M (-$1.8M)
Filed 2026-10-09
Xponance LLC
INCREASED
Shares873,747 from 790,189
Change+83,558 (+11%)
Value$75.2M (+$11.0M)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares867,301 from 875,276
Change-7,975 (-1%)
Value$74.7M (+$3.5M)
Filed 2026-10-15
Compagnie Lombard Odier SCmA
DECREASED
Shares867,064 from 1,059,377
Change-192,313 (-18%)
Value$74.6M (-$11.5M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares857,263 from 859,081
Change-1,818 (0%)
Value$73.8M (+$4.0M)
Filed 2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares855,522 from 855,271
Change+251 (+0%)
Value$73.6M (+$4.1M)
Filed 2026-11-03
Daiwa Securities Group Inc.
DECREASED
Shares851,664 from 871,120
Change-19,456 (-2%)
Value$73.3M (+$2.5M)
Filed 2026-10-29
Old Republic International Corp
DECREASED
Shares850,545 from 991,300
Change-140,755 (-14%)
Value$73.2M (-$7.4M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares806,777 from 749,216
Change+57,561 (+8%)
Value$69.4M (+$8.6M)
Filed 2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares806,209 from 806,075
Change+134 (+0%)
Value$69.4M (+$3.9M)
Filed 2026-10-19
Achmea Investment Management B.V.
NEW
Shares791,167
Change+791,167
Value$68.2M
Filed 2026-10-30
Nicholas Company, Inc.
DECREASED
Shares785,718 from 786,118
Change-400 (0%)
Value$67.6M (+$3.7M)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares769,702 from 732,270
Change+37,432 (+5%)
Value$62.6M (+$3.0M)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares767,706 from 622,711
Change+144,995 (+23%)
Value$66.1M (+$15.1M)
Filed 2026-11-06
Candriam S.C.A.
DECREASED
Shares760,448 from 793,391
Change-32,943 (-4%)
Value$65.7M (+$1.3M)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares744,990 from 691,443
Change+53,547 (+8%)
Value$64.1M (+$7.9M)
Filed 2026-10-23
Vest Financial, LLC
DECREASED
Shares733,463 from 788,123
Change-54,660 (-7%)
Value$63.1M (-$914.3K)
Filed 2026-10-21
Neos Investment Management LLC
INCREASED
Shares728,067 from 633,541
Change+94,526 (+15%)
Value$62.7M (+$11.2M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares696,955 from 401,195
Change+295,760 (+74%)
Value$60.1M (+$27.4M)
Filed 2026-10-16
Rakuten Investment Management, Inc.
INCREASED
Shares695,028 from 633,433
Change+61,595 (+10%)
Value$60.4M (+$8.0M)
Filed 2026-10-30
Crossmark Global Holdings, Inc.
INCREASED
Shares681,609 from 672,317
Change+9,292 (+1%)
Value$58.7M (+$4.0M)
Filed 2026-10-21
Amalgamated Bank
DECREASED
Shares672,258 from 689,923
Change-17,665 (-3%)
Value$57.9M (+$1.8M)
Filed 2026-10-23
Diversified Trust Co
DECREASED
Shares670,293 from 679,763
Change-9,470 (-1%)
Value$57.7M (+$2.5M)
Filed 2026-11-06
Factory Mutual Insurance Co
DECREASED
Shares645,950 from 721,350
Change-75,400 (-10%)
Value$55.6M (-$3.0M)
Filed 2026-10-30
Vaughan David Investments LLC
INCREASED
Shares642,643 from 640,289
Change+2,354 (+0%)
Value$55.3M (+$3.3M)
Filed 2026-11-05
MW Advisory, LLC
DECREASED
Shares600,290 from 765,193
Change-164,903 (-22%)
Value$51.7M (-$10.5M)
Filed 2026-10-19
Cullen T Bankers, Inc.
DECREASED
Shares588,243 from 607,084
Change-18,841 (-3%)
Value$50.6M (+$1.3M)
Filed 2026-10-28
Miller Howard Investments Inc
DECREASED
Shares585,636 from 593,133
Change-7,497 (-1%)
Value$50.4M (+$2.2M)
Filed 2026-10-26
New York Life Investment Management LLC
INCREASED
Shares577,035 from 539,413
Change+37,622 (+7%)
Value$49.7M (+$5.8M)
Filed 2026-11-04
Kornitzer Capital Management Inc
DECREASED
Shares564,275 from 571,652
Change-7,377 (-1%)
Value$48.6M (+$2.1M)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares555,904 from 830,853
Change-274,949 (-33%)
Value$47.9M (-$19.7M)
Filed 2026-11-05
Avanza Fonder AB
INCREASED
Shares543,525 from 487,524
Change+56,001 (+11%)
Value$46.8M (+$7.2M)
Filed 2026-10-13
ASR Vermogensbeheer N.V.
INCREASED
Shares521,128 from 501,009
Change+20,119 (+4%)
Value$44.9M (+$4.1M)
Filed 2026-10-16
Gradient Investments LLC
DECREASED
Shares518,454 from 563,140
Change-44,686 (-8%)
Value$44.6M (-$1.1M)
Filed 2026-10-08
Capital Investment Advisors, LLC
DECREASED
Shares509,269 from 528,311
Change-19,042 (-4%)
Value$43.8M (+$902.0K)
Filed 2026-10-22
Flossbach VON Storch SE
DECREASED
Shares491,264 from 498,232
Change-6,968 (-1%)
Value$42.3M (+$1.8M)
Filed 2026-10-28
Citizens Financial Group Inc
DECREASED
Shares482,184 from 484,121
Change-1,937 (0%)
Value$41.7M (+$2.2M)
Filed 2026-10-23
Oregon Public Employees Retirement Fund
DECREASED
Shares476,064 from 476,094
Change-30 (0%)
Value$41.0M (+$2.3M)
Filed 2026-10-30
GF Fund Management Co. Ltd.
NEW
Shares470,125
Change+470,125
Value$40.5M
Filed 2026-10-26
Conning Inc.
DECREASED
Shares460,737 from 483,270
Change-22,533 (-5%)
Value$39.7M (+$384.9K)
Filed 2026-10-27
Capital City Trust Co
INCREASED
Shares458,794 from 458,463
Change+331 (+0%)
Value$39.5M (+$2.2M)
Filed 2026-10-22
PFW Advisors LLC
DECREASED
Shares452,369 from 452,660
Change-291 (0%)
Value$38.9M (+$2.2M)
Filed 2026-10-07
Glenview Trust Co
DECREASED
Shares451,271 from 458,963
Change-7,692 (-2%)
Value$38.8M (+$1.5M)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares450,075 from 420,729
Change+29,346 (+7%)
Value$38.7M (+$4.5M)
Filed 2026-10-16
Mcdaniel Terry & Co
DECREASED
Shares439,198 from 440,494
Change-1,296 (0%)
Value$37.8M (+$2.0M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares436,302 from 325,824
Change+110,478 (+34%)
Value$37.6M (+$11.1M)
Filed 2026-10-28
Bokf, NA
DECREASED
Shares424,639 from 445,972
Change-21,333 (-5%)
Value$36.6M (+$308.8K)
Filed 2026-10-27
Nichols & Pratt Advisers LLP
DECREASED
Shares422,530 from 427,580
Change-5,050 (-1%)
Value$36.4M (+$1.6M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares419,995 from 411,865
Change+8,130 (+2%)
Value$36.2M (+$2.7M)
Filed 2026-10-21
Howard Capital Management Group, LLC
INCREASED
Shares415,785 from 414,544
Change+1,241 (+0%)
Value$35.8M (+$2.1M)
Filed 2026-10-16
AIA Group Ltd
DECREASED
Shares413,688 from 413,791
Change-103 (0%)
Value$35.6M (+$2.0M)
Filed 2026-10-30
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares412,392 from 383,217
Change+29,175 (+8%)
Value$35.5M (+$4.4M)
Filed 2026-10-20
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares410,380 from 178,280
Change+232,100 (+130%)
Value$35.5M (+$21.0M)
Filed 2026-10-29
Corda Investment Management, Llc.
DECREASED
Shares402,943 from 409,756
Change-6,813 (-2%)
Value$34.7M (+$1.4M)
Filed 2026-10-22
Lido Advisors, LLC
DECREASED
Shares396,239 from 410,679
Change-14,440 (-4%)
Value$34.1M (+$548.6K)
Filed 2026-11-04
Mutual of America Capital Management LLC
DECREASED
Shares395,663 from 398,574
Change-2,911 (-1%)
Value$34.1M (+$1.7M)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares395,403 from 395,713
Change-310 (0%)
Value$34.0M (+$1.9M)
Filed 2026-10-22
Illinois Municipal Retirement Fund
INCREASED
Shares391,754 from 356,133
Change+35,621 (+10%)
Value$33.7M (+$4.8M)
Filed 2026-11-05
Park National Corp
DECREASED
Shares387,857 from 458,906
Change-71,049 (-15%)
Value$33.4M (-$3.9M)
Filed 2026-10-05
State of Alaska, Department of Revenue
DECREASED
Shares387,470 from 400,074
Change-12,604 (-3%)
Value$33.4M (+$840.0K)
Filed 2026-10-15
Covea Finance
DECREASED
Shares379,580 from 432,380
Change-52,800 (-12%)
Value$32.7M (-$2.5M)
Filed 2026-10-21
Braun Stacey Associates Inc
INCREASED
Shares374,537 from 371,977
Change+2,560 (+1%)
Value$32.2M (+$2.0M)
Filed 2026-10-19
Merit Financial Group, LLC
INCREASED
Shares367,213 from 353,665
Change+13,548 (+4%)
Value$31.6M (+$2.9M)
Filed 2026-11-06
Cidel Asset Management Inc
DECREASED
Shares357,199 from 361,934
Change-4,735 (-1%)
Value$30.7M (+$1.3M)
Filed 2026-10-29
Davenport & Co LLC
DECREASED
Shares352,011 from 355,412
Change-3,401 (-1%)
Value$30.3M (+$1.4M)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares343,946 from 334,283
Change+9,663 (+3%)
Value$29.6M (+$2.4M)
Filed 2026-10-23
Allen Investment Management, LLC
INCREASED
Shares341,016 from 237,244
Change+103,772 (+44%)
Value$29.4M (+$10.1M)
Filed 2026-11-03
Montag A & Associates Inc
INCREASED
Shares340,448 from 321,772
Change+18,676 (+6%)
Value$29.5M (+$3.2M)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares336,078 from 295,654
Change+40,424 (+14%)
Value$28.9M (+$4.9M)
Filed 2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares334,121 from 333,789
Change+332 (+0%)
Value$28.9M (+$1.6M)
Filed 2026-10-22
Henshaw Capital LLC
UNCHANGED
Shares332,797 from 332,797
Change0 (0%)
Value$28.6M (+$1.6M)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares332,640 from 321,668
Change+10,972 (+3%)
Value$28.8M (+$2.5M)
Filed 2026-11-05
Godsey & Gibb, Inc
DECREASED
Shares332,456 from 339,869
Change-7,413 (-2%)
Value$28.6M (+$996.7K)
Filed 2026-10-14
Virginia Retirement Systems ET Al
INCREASED
Shares331,888 from 252,628
Change+79,260 (+31%)
Value$28.6M (+$8.0M)
Filed 2026-10-28
Wesbanco Bank Inc
DECREASED
Shares321,811 from 420,482
Change-98,671 (-23%)
Value$27.7M (-$6.5M)
Filed 2026-11-04
Midwest Trust Co
INCREASED
Shares319,866 from 314,768
Change+5,098 (+2%)
Value$27.5M (+$2.0M)
Filed 2026-10-22
AGF Management LTD
INCREASED
Shares319,669 from 306,130
Change+13,539 (+4%)
Value$27.5M (+$2.6M)
Filed 2026-11-03
Sheets Smith Wealth Management
INCREASED
Shares317,792 from 317,791
Change+1 (0%)
Value$27.4M (+$1.5M)
Filed 2026-10-16
Stack Financial Management, Inc
DECREASED
Shares317,228 from 320,898
Change-3,670 (-1%)
Value$27.3M (+$1.2M)
Filed 2026-11-02
iA Global Asset Management Inc.
DECREASED
Shares313,711 from 438,806
Change-125,095 (-29%)
Value$27.0M (-$8.7M)
Filed 2026-10-29
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares308,500 from 308,500
Change0 (0%)
Value$26.6M (+$1.5M)
Filed 2026-10-28
GW Henssler & Associates LTD
DECREASED
Shares305,045 from 310,925
Change-5,880 (-2%)
Value$26.3M (+$989.4K)
Filed 2026-10-26
Gulf International Bank (UK) Ltd
UNCHANGED
Shares299,206 from 299,206
Change0 (0%)
Value$25.8M (+$1.4M)
Filed 2026-10-20
Generali Asset Management SPA SGR
INCREASED
Shares292,131 from 282,947
Change+9,184 (+3%)
Value$25.1M (+$2.2M)
Filed 2026-10-26
Empire Life Investments Inc.
DECREASED
Shares290,043 from 293,110
Change-3,067 (-1%)
Value$25.0M (+$1.1M)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED
Shares285,813 from 269,431
Change+16,382 (+6%)
Value$24.6M (+$2.7M)
Filed 2026-10-21
SBI Securities Co., Ltd.
INCREASED
Shares284,080 from 244,070
Change+40,010 (+16%)
Value$24.5M (+$4.6M)
Filed 2026-10-22
Arbejdsmarkedets Tillaegspension
DECREASED
Shares283,200 from 351,100
Change-67,900 (-19%)
Value$24.4M (-$4.2M)
Filed 2026-10-30
Welch Group, LLC
INCREASED
Shares283,086 from 279,984
Change+3,102 (+1%)
Value$24.4M (+$1.6M)
Filed 2026-10-29
Border to Coast Pensions Partnership Ltd
INCREASED
Shares281,617 from 253,523
Change+28,094 (+11%)
Value$28.7K (+$3.3K)
Filed 2026-10-09
Lmcg Investments, LLC
DECREASED
Shares281,307 from 292,542
Change-11,235 (-4%)
Value$24.2M (+$440.0K)
Filed 2026-10-21
D.A. Davidson & Co.
DECREASED
Shares278,969 from 280,100
Change-1,131 (0%)
Value$24.0M (+$1.2M)
Filed 2026-10-28
LBP AM SA
INCREASED
Shares278,110 from 186,383
Change+91,727 (+49%)
Value$23.9M (+$8.8M)
Filed 2026-11-06
Welch & Forbes LLC
INCREASED
Shares270,695 from 270,059
Change+636 (+0%)
Value$23.3M (+$1.4M)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares268,303 from 249,593
Change+18,710 (+8%)
Value$23.2M (+$2.8M)
Filed 2026-10-28
Meyer Handelman Co
INCREASED
Shares268,248 from 268,048
Change+200 (+0%)
Value$23.1M (+$1.3M)
Filed 2026-10-28
UMB Bank, n.a.
DECREASED
Shares267,843 from 274,289
Change-6,446 (-2%)
Value$23.1M (+$764.5K)
Filed 2026-11-06
Chesley Taft & Associates LLC
DECREASED
Shares264,146 from 267,641
Change-3,495 (-1%)
Value$22.7M (+$986.5K)
Filed 2026-10-13
Sapient Capital LLC
DECREASED
Shares263,037 from 264,369
Change-1,332 (0%)
Value$22.8M (+$1.2M)
Filed 2026-10-08
Associated Banc-Corp
DECREASED
Shares259,396 from 261,839
Change-2,443 (-1%)
Value$22.3M (+$1.0M)
Filed 2026-10-30
First Citizens Bank & Trust Co
INCREASED
Shares257,335 from 251,955
Change+5,380 (+2%)
Value$22.2M (+$1.7M)
Filed 2026-10-14
First Horizon Corp
DECREASED
Shares257,195 from 257,668
Change-473 (0%)
Value$22.1M (+$1.2M)
Filed 2026-10-26
Alps Advisors Inc
INCREASED
Shares254,386 from 239,530
Change+14,856 (+6%)
Value$21.9M (+$2.4M)
Filed 2026-11-03
Forbes J M & Co LLP
INCREASED
Shares251,209 from 249,886
Change+1,323 (+1%)
Value$21.6M (+$1.3M)
Filed 2026-10-16
Heritage Investors Management Corp
DECREASED
Shares244,767 from 252,483
Change-7,716 (-3%)
Value$21.1M (+$551.0K)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares244,640 from 188,098
Change+56,542 (+30%)
Value$21.1M (+$5.8M)
Filed 2026-10-29
Artemis Investment Management LLP
DECREASED
Shares244,139 from 244,464
Change-325 (0%)
Value$21.0M (+$1.1M)
Filed 2026-10-08
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares243,037 from 242,903
Change+134 (+0%)
Value$20.9M (+$1.2M)
Filed 2026-10-14
Castle Rock Wealth Management, LLC
DECREASED
Shares242,821 from 243,800
Change-979 (0%)
Value$20.9M (+$1.1M)
Filed 2026-10-09
Daymark Wealth Partners, LLC
INCREASED
Shares241,767 from 218,199
Change+23,568 (+11%)
Value$20.8M (+$3.1M)
Filed 2026-11-04
Banque Pictet & CIE SA
INCREASED
Shares239,687 from 214,963
Change+24,724 (+12%)
Value$20.6M (+$3.2M)
Filed 2026-10-16
Maryland State Retirement & Pension System
INCREASED
Shares238,610 from 209,527
Change+29,083 (+14%)
Value$20.5M (+$3.5M)
Filed 2026-11-05
Asset Advisors Investment Management, LLC
DECREASED
Shares236,010 from 236,458
Change-448 (0%)
Value$20.3M (+$1.1M)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
DECREASED
Shares234,068 from 238,392
Change-4,324 (-2%)
Value$20.1M (+$774.5K)
Filed 2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares233,414 from 170,228
Change+63,186 (+37%)
Value$20.1M (+$6.3M)
Filed 2026-10-26
TrinityBridge Ltd
DECREASED
Shares229,556 from 235,742
Change-6,186 (-3%)
Value$19.8M (+$608.0K)
Filed 2026-10-30
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares228,439 from 219,390
Change+9,049 (+4%)
Value$19.7M (+$1.8M)
Filed 2026-10-15
Levin Capital Strategies, L.P.
INCREASED
Shares225,073 from 221,499
Change+3,574 (+2%)
Value$19.4M (+$1.4M)
Filed 2026-11-02
Knights of Columbus Asset Advisors LLC
INCREASED
Shares224,699 from 162,150
Change+62,549 (+39%)
Value$19.3M (+$6.2M)
Filed 2026-11-05
Carnegie Investment Counsel
DECREASED
Shares216,324 from 217,150
Change-826 (0%)
Value$18.6M (+$973.4K)
Filed 2026-10-20
Greatmark Investment Partners, Inc.
DECREASED
Shares210,905 from 210,946
Change-41 (0%)
Value$18.2M (+$1.0M)
Filed 2026-10-28
Hartford Investment Management Co
DECREASED
Shares207,401 from 214,404
Change-7,003 (-3%)
Value$17.9M (+$428.5K)
Filed 2026-11-04
Quintet Private Bank (Europe) S.A.
INCREASED
Shares205,229 from 116,473
Change+88,756 (+76%)
Value$17.7M (+$8.2M)
Filed 2026-10-08
Eastern Bank
INCREASED
Shares202,074 from 196,204
Change+5,870 (+3%)
Value$17.4M (+$1.4M)
Filed 2026-10-05
Clearstead Advisors, LLC
INCREASED
Shares199,366 from 197,772
Change+1,594 (+1%)
Value$17.2M (+$1.1M)
Filed 2026-11-06
Waters Parkerson & Co., LLC
DECREASED
Shares197,403 from 199,178
Change-1,775 (-1%)
Value$17.0M (+$805.3K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares197,252 from 161,185
Change+36,067 (+22%)
Value$17.0M (+$3.9M)
Filed 2026-10-08
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares193,523 from 183,144
Change+10,379 (+6%)
Value$16.7M (+$1.8M)
Filed 2026-11-06
New Mexico Educational Retirement Board
UNCHANGED
Shares192,620 from 192,620
Change0 (0%)
Value$16.6M (+$927.0K)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares190,400 from 197,900
Change-7,500 (-4%)
Value$16.4M (+$306.3K)
Filed 2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED
Shares188,929 from 187,146
Change+1,783 (+1%)
Value$16.3M (+$1.1M)
Filed 2026-10-30
Mesirow Financial Investment Management, Inc.
DECREASED
Shares188,274 from 189,063
Change-789 (0%)
Value$16.2M (+$841.4K)
Filed 2026-11-05
Kanawha Capital Management LLC
INCREASED
Shares183,812 from 182,330
Change+1,482 (+1%)
Value$15.8M (+$1.0M)
Filed 2026-10-19
CapWealth Advisors, LLC
DECREASED
Shares181,278 from 182,883
Change-1,605 (-1%)
Value$15.6M (+$741.5K)
Filed 2026-10-05
Patten Group, Inc.
INCREASED
Shares180,315 from 179,287
Change+1,028 (+1%)
Value$15.5M (+$950.9K)
Filed 2026-10-26
Diversify Advisory Services, LLC
INCREASED
Shares179,816 from 164,600
Change+15,216 (+9%)
Value$16.5M (+$2.7M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares179,816 from 164,600
Change+15,216 (+9%)
Value$16.5M (+$2.7M)
Filed 2026-10-20
SteelPeak Wealth, LLC
INCREASED
Shares177,528 from 143,425
Change+34,103 (+24%)
Value$15.4M (+$3.7M)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED
Shares176,856 from 183,348
Change-6,492 (-4%)
Value$15.2M (+$323.1K)
Filed 2026-10-08
Cornerstone Advisors, LLC
NEW
Shares175,944
Change+175,944
Value$15.1M
Filed 2026-11-06
Buck Wealth Strategies, LLC
DECREASED
Shares175,250 from 178,406
Change-3,156 (-2%)
Value$15.1M (+$586.5K)
Filed 2026-10-28
Pinnacle Associates LTD
DECREASED
Shares174,342 from 175,399
Change-1,057 (-1%)
Value$15.0M (+$752.7K)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares173,152 from 176,563
Change-3,411 (-2%)
Value$14.9M (+$555.6K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares172,312 from 170,249
Change+2,063 (+1%)
Value$14.8M (+$996.5K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
DECREASED
Shares171,901 from 171,923
Change-22 (0%)
Value$14.8M (+$825.1K)
Filed 2026-11-03
Premier Fund Managers Ltd
DECREASED
Shares171,635 from 221,818
Change-50,183 (-23%)
Value$14.9M (+$14.9M)
Filed 2026-11-02
Nixon Peabody Trust Co
DECREASED
Shares171,314 from 171,332
Change-18 (0%)
Value$14.7M (+$822.6K)
Filed 2026-10-23
Patten & Patten Inc
DECREASED
Shares168,575 from 170,785
Change-2,210 (-1%)
Value$14.5M (+$631.2K)
Filed 2026-10-26
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares167,958 from 179,378
Change-11,420 (-6%)
Value$14.5M (-$120.0K)
Filed 2026-10-27
Soltis Investment Advisors LLC
INCREASED
Shares167,813 from 128,935
Change+38,878 (+30%)
Value$14.4M (+$4.0M)
Filed 2026-10-28
Marble Harbor Investment Counsel, LLC
DECREASED
Shares167,630 from 171,825
Change-4,195 (-2%)
Value$14.4M (+$465.4K)
Filed 2026-11-06
Wendell David Associates Inc
DECREASED
Shares167,492 from 168,150
Change-658 (0%)
Value$14.4M (+$752.0K)
Filed 2026-10-27
Beese Fulmer Investment Management, Inc.
INCREASED
Shares167,344 from 166,416
Change+928 (+1%)
Value$14.5M (+$880.0K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares164,919 from 129,228
Change+35,691 (+28%)
Value$14.2M (+$3.7M)
Filed 2026-10-26
Northside Capital Management, LLC
DECREASED
Shares163,397 from 169,555
Change-6,158 (-4%)
Value$14.1M (+$285.5K)
Filed 2026-10-13
CX Institutional
INCREASED
Shares163,248 from 32,502
Change+130,746 (+402%)
Value$14.1K (-$2.6M)
Filed 2026-10-02
Equitable Trust Co
DECREASED
Shares160,786 from 162,777
Change-1,991 (-1%)
Value$13.8M (+$611.6K)
Filed 2026-10-13
Seven Hills Financial, LLC
NEW
Shares159,806
Change+159,806
Value$13.8M
Filed 2026-10-13
Adell Harriman & Carpenter Inc
INCREASED
Shares158,400 from 150,744
Change+7,656 (+5%)
Value$13.6M (+$1.4M)
Filed 2026-11-02
Bailard, Inc.
INCREASED
Shares156,250 from 155,251
Change+999 (+1%)
Value$13.5M (+$832.8K)
Filed 2026-10-13
Richard C. Young & Co., Ltd.
DECREASED
Shares153,463 from 156,250
Change-2,787 (-2%)
Value$13.2M (+$511.6K)
Filed 2026-11-04
KMG Fiduciary Partners, LLC
DECREASED
Shares153,020 from 158,556
Change-5,536 (-3%)
Value$13.2M (+$286.1K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares152,640 from 146,133
Change+6,507 (+4%)
Value$13.1M (+$1.3M)
Filed 2026-10-23
Crestwood Advisors Group, LLC
INCREASED
Shares151,993 from 142,872
Change+9,121 (+6%)
Value$13.1M (+$1.5M)
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares151,684 from 153,950
Change-2,266 (-1%)
Value$13.1M (+$545.5K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares150,139 from 93,101
Change+57,038 (+61%)
Value$14.1M (+$6.6M)
Filed 2026-11-04
American Assets Investment Management, LLC
UNCHANGED
Shares150,060 from 150,060
Change0 (0%)
Value$12.9M (+$721.8K)
Filed 2026-10-30
Tectonic Advisors LLC
INCREASED
Shares149,869 from 146,682
Change+3,187 (+2%)
Value$12.9M (+$979.9K)
Filed 2026-10-22
Sky Investment Group LLC
INCREASED
Shares149,591 from 137,909
Change+11,682 (+8%)
Value$12.9M (+$1.7M)
Filed 2026-10-30
Americana Partners, LLC
INCREASED
Shares149,458 from 147,678
Change+1,780 (+1%)
Value$12.9M (+$863.6K)
Filed 2026-10-28
Gateway Investment Advisers LLC
INCREASED
Shares147,927 from 145,785
Change+2,142 (+1%)
Value$12.7M (+$885.6K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares146,525 from 131,706
Change+14,819 (+11%)
Value$12.6M (+$1.9M)
Filed 2026-10-08
Money Concepts Capital Corp
INCREASED
Shares146,239 from 139,129
Change+7,110 (+5%)
Value$12.6M (+$1.3M)
Filed 2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED
Shares145,562 from 144,421
Change+1,141 (+1%)
Value$12.5M (+$792.9K)
Filed 2026-10-26
Plato Investment Management Ltd
INCREASED
Shares144,691 from 140,677
Change+4,014 (+3%)
Value$12.5M (+$1.1M)
Filed 2026-11-05
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares144,000 from 144,000
Change0 (0%)
Value$12.4M (+$692.6K)
Filed 2026-10-21
First National Trust Co
DECREASED
Shares143,848 from 148,194
Change-4,346 (-3%)
Value$12.4M (+$338.7K)
Filed 2026-10-28
Meadow Creek Wealth Advisors LLC
INCREASED
Shares143,443 from 143,053
Change+390 (+0%)
Value$12.3M (+$721.7K)
Filed 2026-11-02
Jamison Private Wealth Management, Inc.
INCREASED
Shares142,387 from 139,336
Change+3,051 (+2%)
Value$12.3M (+$932.8K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED
Shares142,165 from 136,861
Change+5,304 (+4%)
Value$12.2M (+$1.1M)
Filed 2026-10-20
Constitution Capital LLC
INCREASED
Shares142,161 from 66,181
Change+75,980 (+115%)
Value$12.2M (+$6.9M)
Filed 2026-10-23
Ethic Inc.
INCREASED
Shares141,221 from 132,230
Change+8,991 (+7%)
Value$12.2M (+$1.4M)
Filed 2026-11-03
Sowell Financial Services LLC
DECREASED
Shares141,017 from 143,510
Change-2,493 (-2%)
Value$12.1M (+$475.7K)
Filed 2026-10-23
Central Trust Co
DECREASED
Shares140,870 from 144,539
Change-3,669 (-3%)
Value$12.1M (+$379.4K)
Filed 2026-11-05
Fideuram Asset Management (Ireland) dac
DECREASED
Shares140,829 from 234,667
Change-93,838 (-40%)
Value$12.1M (-$6.5M)
Filed 2026-10-29
Regent Peak Wealth Advisors LLC
INCREASED
Shares140,779 from 140,275
Change+504 (+0%)
Value$3.6M (+$237.1K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares140,213 from 140,475
Change-262 (0%)
Value$12.1M (+$653.0K)
Filed 2026-11-04
Patton Albertson Miller Group, LLC
INCREASED
Shares138,518 from 121,351
Change+17,167 (+14%)
Value$11.9M (+$2.1M)
Filed 2026-10-26
Intact Investment Management Inc.
DECREASED
Shares138,400 from 148,100
Change-9,700 (-7%)
Value$11.9M (-$122.6K)
Filed 2026-11-03
Quadrant Capital Group LLC
DECREASED
Shares137,487 from 138,553
Change-1,066 (-1%)
Value$12.4M (+$1.1M)
Filed 2026-10-20
Rockland Trust Co
DECREASED
Shares136,540 from 138,535
Change-1,995 (-1%)
Value$11.8M (+$494.6K)
Filed 2026-10-05
Griffin Asset Management, Inc.
DECREASED
Shares136,457 from 138,237
Change-1,780 (-1%)
Value$11.7M (+$511.7K)
Filed 2026-10-22
Lockheed Martin Investment Management Co
DECREASED
Shares136,440 from 313,465
Change-177,025 (-56%)
Value$11.7M (-$13.7M)
Filed 2026-11-04
Florida Trust Wealth Management Co
INCREASED
Shares135,150 from 129,040
Change+6,110 (+5%)
Value$11.6M (+$1.1M)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED
Shares135,055 from 175,946
Change-40,891 (-23%)
Value$11.6M (-$2.7M)
Filed 2026-10-23
Viking Fund Management LLC
UNCHANGED
Shares135,000 from 135,000
Change0 (0%)
Value$11.6M (+$649.4K)
Filed 2026-10-14
Hennessy Advisors Inc
DECREASED
Shares134,150 from 138,150
Change-4,000 (-3%)
Value$11.5M (+$320.2K)
Filed 2026-10-28
Raiffeisen Bank International AG
DECREASED
Shares133,940 from 141,828
Change-7,888 (-6%)
Value$11.6M (-$90.8K)
Filed 2026-10-28
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares133,607 from 136,116
Change-2,509 (-2%)
Value$11.5M (+$438.7K)
Filed 2026-10-19
Weatherly Asset Management L. P.
INCREASED
Shares131,510 from 126,755
Change+4,755 (+4%)
Value$11.4M (+$1.0M)
Filed 2026-10-20
AMG National Trust Bank
INCREASED
Shares131,116 from 130,343
Change+773 (+1%)
Value$11.3M (+$693.5K)
Filed 2026-11-05
Enclave Advisors LLC
INCREASED
Shares130,726 from 130,435
Change+291 (+0%)
Value$11.3M (+$652.4K)
Filed 2026-10-14
Meiji Yasuda America Inc
INCREASED
Shares129,899 from 102,292
Change+27,607 (+27%)
Value$11.2M (+$2.9M)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares128,911 from 113,450
Change+15,461 (+14%)
Value$11.1M (+$1.9M)
Filed 2026-10-26
Guyasuta Investment Advisors Inc
DECREASED
Shares128,642 from 130,158
Change-1,516 (-1%)
Value$11.1M (+$495.6K)
Filed 2026-10-15
HS Management Partners, LLC
DECREASED
Shares127,263 from 162,277
Change-35,014 (-22%)
Value$11.0M (-$2.2M)
Filed 2026-11-05
West Paces Advisors Inc.
DECREASED
Shares127,145 from 131,783
Change-4,638 (-4%)
Value$10.9M (+$234.6K)
Filed 2026-10-13
Founders Capital Management, LLC
DECREASED
Shares126,563 from 128,040
Change-1,477 (-1%)
Value$10.9M (+$488.7K)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares126,196 from 117,049
Change+9,147 (+8%)
Value$10.9M (+$1.4M)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares125,849 from 84,473
Change+41,376 (+49%)
Value$10.8M (+$4.0M)
Filed 2026-10-23
Woodmont Investment Counsel LLC
INCREASED
Shares123,484 from 121,763
Change+1,721 (+1%)
Value$10.6M (+$733.8K)
Filed 2026-10-29
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares123,309 from 34,333
Change+88,976 (+259%)
Value$10.6M (+$7.8M)
Filed 2026-10-30
Baskin Financial Services Inc.
INCREASED
Shares123,061 from 111,297
Change+11,764 (+11%)
Value$10.6M (+$1.5M)
Filed 2026-10-19
Armstrong Henry H Associates Inc
DECREASED
Shares122,971 from 127,722
Change-4,751 (-4%)
Value$10.6M (+$205.4K)
Filed 2026-10-07
Clifford Swan Investment Counsel LLC
INCREASED
Shares122,914 from 122,380
Change+534 (+0%)
Value$10.6M (+$634.6K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares122,691 from 137,768
Change-15,077 (-11%)
Value$10.6M (-$635.1K)
Filed 2026-10-22
waypoint wealth counsel
INCREASED
Shares121,830 from 121,662
Change+168 (+0%)
Value$10.5M (+$599.7K)
Filed 2026-10-22
Eagle Global Advisors LLC
DECREASED
Shares119,375 from 120,674
Change-1,299 (-1%)
Value$10.3M (+$468.6K)
Filed 2026-11-02
North Dakota State Investment Board
INCREASED
Shares119,043 from 115,638
Change+3,405 (+3%)
Value$10.2M (+$849.3K)
Filed 2026-10-27
Parcion Private Wealth LLC
DECREASED
Shares118,363 from 118,583
Change-220 (0%)
Value$10.2M (+$551.5K)
Filed 2026-10-28
Masterinvest Kapitalanlage GmbH
DECREASED
Shares117,050 from 118,512
Change-1,462 (-1%)
Value$10.1M (+$444.2K)
Filed 2026-11-03
Stablepoint Partners, LLC
DECREASED
Shares116,681 from 121,836
Change-5,155 (-4%)
Value$10.0M (+$142.3K)
Filed 2026-11-03
Capital Investment Counsel, Inc
DECREASED
Shares115,876 from 117,990
Change-2,114 (-2%)
Value$10.0M (+$385.5K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED
Shares115,151 from 121,939
Change-6,788 (-6%)
Value$9.9M (+$2.2K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
DECREASED
Shares115,036 from 115,698
Change-662 (-1%)
Value$9.9M (+$499.5K)
Filed 2026-10-22
City Holding Co
INCREASED
Shares114,177 from 106,633
Change+7,544 (+7%)
Value$9.8M (+$1.2M)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares114,074 from 115,831
Change-1,757 (-2%)
Value$9.8M (+$405.0K)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares113,340 from 91,963
Change+21,377 (+23%)
Value$9.8M (+$2.3M)
Filed 2026-10-22
Stokes Capital Advisors, LLC
DECREASED
Shares112,782 from 113,378
Change-596 (-1%)
Value$9.7M (+$494.0K)
Filed 2026-10-09
Fifth Third Wealth Advisors LLC
DECREASED
Shares112,337 from 112,639
Change-302 (0%)
Value$9.7M (+$515.8K)
Filed 2026-10-22
Level Four Advisory Services, LLC
DECREASED
Shares112,014 from 132,773
Change-20,759 (-16%)
Value$9.6M (-$1.1M)
Filed 2026-11-06
Stackstone Wealth, LLC
NEW
Shares111,434
Change+111,434
Value$9.6M
Filed 2026-10-19
Principle Wealth Partners LLC
INCREASED
Shares110,191 from 109,604
Change+587 (+1%)
Value$9.5M (+$577.7K)
Filed 2026-11-02
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares109,425 from 105,867
Change+3,558 (+3%)
Value$9.4M (+$815.5K)
Filed 2026-10-09
Stolper Co
INCREASED
Shares109,365 from 108,584
Change+781 (+1%)
Value$9.4M (+$589.0K)
Filed 2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares109,166 from 109,910
Change-744 (-1%)
Value$9.4M (+$464.6K)
Filed 2026-10-23
Commerce Advisors, LLC
INCREASED
Shares107,040 from 107,010
Change+30 (+0%)
Value$9.2M (+$517.3K)
Filed 2026-10-19
Addenda Capital Inc.
UNCHANGED
Shares106,400 from 106,400
Change0 (0%)
Value$9.2M (+$511.8K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares105,992 from 106,653
Change-661 (-1%)
Value$9.1M (+$456.1K)
Filed 2026-10-05
Salem Investment Counselors Inc
DECREASED
Shares105,980 from 105,989
Change-9 (0%)
Value$9.2M (+$508.8K)
Filed 2026-10-13
E. Ohman J:or Asset Management AB
DECREASED
Shares105,385 from 149,265
Change-43,880 (-29%)
Value$9.1M (-$3.1M)
Filed 2026-10-22
Praxis Investment Management Inc
UNCHANGED
Shares105,220 from 105,220
Change0 (0%)
Value$9.1M (+$506.0K)
Filed 2026-11-03
Montecito Bank & Trust
DECREASED
Shares104,918 from 105,390
Change-472 (0%)
Value$9.0M (+$466.3K)
Filed 2026-10-01
MGO One Seven LLC
DECREASED
Shares104,452 from 109,219
Change-4,767 (-4%)
Value$9.0M (+$115.0K)
Filed 2026-10-28
Venture Visionary Partners LLC
INCREASED
Shares102,388 from 102,305
Change+83 (+0%)
Value$8.8M (+$499.2K)
Filed 2026-10-07
Parallel Advisors, LLC
INCREASED
Shares102,033 from 100,674
Change+1,359 (+1%)
Value$8.8M (+$601.3K)
Filed 2026-11-03
Bull Street Advisors, LLC
INCREASED
Shares101,866 from 101,721
Change+145 (+0%)
Value$8.8M (+$501.0K)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares101,815 from 105,628
Change-3,813 (-4%)
Value$8.8M (+$179.9K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares101,088 from 95,339
Change+5,749 (+6%)
Value$8.7M (+$953.5K)
Filed 2026-11-03
Coston, McIsaac & Partners
DECREASED
Shares100,671 from 101,599
Change-928 (-1%)
Value$8.7M (+$409.8K)
Filed 2026-11-06
Securian Asset Management, Inc
DECREASED
Shares100,585 from 102,897
Change-2,312 (-2%)
Value$8.7M (+$266.1K)
Filed 2026-11-06
Trust Co of Toledo NA
DECREASED
Shares99,785 from 102,612
Change-2,827 (-3%)
Value$8.6M (+$250.2K)
Filed 2026-10-16
Greenleaf Trust
INCREASED
Shares99,750 from 98,434
Change+1,316 (+1%)
Value$8.6M (+$586.7K)
Filed 2026-10-29
BCM Advisors, LLC
DECREASED
Shares99,415 from 99,785
Change-370 (0%)
Value$9.4M (+$1.1M)
Filed 2026-11-03
Toth Financial Advisory Corp
DECREASED
Shares99,167 from 100,394
Change-1,227 (-1%)
Value$8.5M (+$377.3K)
Filed 2026-10-08
Allen Operations LLC
UNCHANGED
Shares99,054 from 99,054
Change0 (0%)
Value$8.5M (+$476.4K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares98,725 from 97,159
Change+1,566 (+2%)
Value$8.5M (+$601.7K)
Filed 2026-10-13
Foster Victor Wealth Advisors, LLC
DECREASED
Shares98,697 from 101,802
Change-3,105 (-3%)
Value$9.2M (+$762.6K)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares98,441 from 100,644
Change-2,203 (-2%)
Value$8.5M (+$294.4K)
Filed 2026-11-04
Hamel Associates, Inc.
INCREASED
Shares97,431 from 97,406
Change+25 (+0%)
Value$8.4M (+$483.4K)
Filed 2026-11-06
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares96,305 from 96,305
Change0 (0%)
Value$7.8M ($0)
Filed 2026-10-15
Financial & Tax Architects, LLC
DECREASED
Shares96,078 from 98,828
Change-2,750 (-3%)
Value$8.3M (+$238.6K)
Filed 2026-10-15
Lynch & Associates
DECREASED
Shares95,291 from 95,716
Change-425 (0%)
Value$8.2M (+$423.8K)
Filed 2026-10-13
Tctc Holdings, LLC
INCREASED
Shares94,318 from 94,173
Change+145 (+0%)
Value$8.1M (+$465.5K)
Filed 2026-11-02
Foyston, Gordon & Payne Inc
UNCHANGED
Shares93,720 from 93,720
Change0 (0%)
Value$8.1M (+$450.8K)
Filed 2026-11-02
Williams Jones Wealth Management, Llc.
DECREASED
Shares93,646 from 94,383
Change-737 (-1%)
Value$8.1M (+$390.5K)
Filed 2026-11-05
United Bank
INCREASED
Shares93,191 from 92,618
Change+573 (+1%)
Value$8.0M (+$494.8K)
Filed 2026-11-06
Smith Salley Wealth Management
INCREASED
Shares92,970 from 91,728
Change+1,242 (+1%)
Value$8.0M (+$548.0K)
Filed 2026-11-03
Everett Harris & Co
DECREASED
Shares92,535 from 93,744
Change-1,209 (-1%)
Value$8.0M (+$346.9K)
Filed 2026-10-28
Sentinel Trust Co LBA
INCREASED
Shares92,306 from 85,606
Change+6,700 (+8%)
Value$7.9M (+$989.0K)
Filed 2026-11-03
Ascent Group, LLC
INCREASED
Shares92,251 from 88,228
Change+4,023 (+5%)
Value$7.9M (+$770.7K)
Filed 2026-10-30
Moors & Cabot, Inc.
INCREASED
Shares92,163 from 91,775
Change+388 (+0%)
Value$7.9M (+$474.9K)
Filed 2026-11-06
Chemung Canal Trust Co
INCREASED
Shares91,419 from 91,166
Change+253 (+0%)
Value$7.9M (+$460.3K)
Filed 2026-11-04
Griffith & Werner, Inc.
INCREASED
Shares90,851 from 87,195
Change+3,656 (+4%)
Value$7.8M (+$734.4K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares90,709 from 70,648
Change+20,061 (+28%)
Value$7.8M (+$2.1M)
Filed 2026-10-16
Baxter Bros Inc
DECREASED
Shares90,306 from 91,308
Change-1,002 (-1%)
Value$7.8M (+$352.9K)
Filed 2026-11-04
Payden & Rygel
DECREASED
Shares90,110 from 90,410
Change-300 (0%)
Value$7.8M (+$409.0K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED
Shares89,627 from 83,876
Change+5,751 (+7%)
Value$7.7M (+$898.4K)
Filed 2026-10-23
Birch Hill Investment Advisors LLC
DECREASED
Shares89,339 from 90,178
Change-839 (-1%)
Value$7.7M (+$361.5K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
INCREASED
Shares89,110 from 81,499
Change+7,611 (+9%)
Value$7.7M (+$1.0M)
Filed 2026-10-15
Dana Investment Advisors, Inc.
DECREASED
Shares88,850 from 89,349
Change-499 (-1%)
Value$7.6M (+$386.8K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
DECREASED
Shares88,181 from 92,434
Change-4,253 (-5%)
Value$7.6M (+$78.5K)
Filed 2026-10-27
Citizens National Bank Trust Department
DECREASED
Shares88,165 from 88,200
Change-35 (0%)
Value$7.6M (+$421.2K)
Filed 2026-11-04
Community Bank, N.A.
INCREASED
Shares87,727 from 86,396
Change+1,331 (+2%)
Value$7.6M (+$530.2K)
Filed 2026-11-06
Canandaigua National Bank & Trust Co
DECREASED
Shares87,636 from 89,582
Change-1,946 (-2%)
Value$7.5M (+$263.4K)
Filed 2026-10-07
Wespac Advisors SoCal, LLC
DECREASED
Shares87,310 from 88,192
Change-882 (-1%)
Value$7.5M (+$348.3K)
Filed 2026-10-13
GAM Holding AG
DECREASED
Shares87,174 from 96,290
Change-9,116 (-9%)
Value$7.5M (-$321.6K)
Filed 2026-11-03
Cardinal Capital Management
INCREASED
Shares87,057 from 83,625
Change+3,432 (+4%)
Value$7.5M (+$699.5K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
DECREASED
Shares86,838 from 91,373
Change-4,535 (-5%)
Value$7.5M (+$49.2K)
Filed 2026-10-22
NBT Bank, N.A.
DECREASED
Shares86,503 from 87,549
Change-1,046 (-1%)
Value$7.4M (+$331.1K)
Filed 2026-10-21
Monarch Capital Management Inc
DECREASED
Shares86,003 from 89,785
Change-3,782 (-4%)
Value$7.4M (+$105.4K)
Filed 2026-10-19
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
DECREASED
Shares85,644 from 92,369
Change-6,725 (-7%)
Value$7.4M (-$134.6K)
Filed 2026-10-20
ProVise Management Group, LLC
DECREASED
Shares85,532 from 90,824
Change-5,292 (-6%)
Value$7.4M (-$18.6K)
Filed 2026-11-06
RIA Advisory Group LLC
DECREASED
Shares84,634 from 109,372
Change-24,738 (-23%)
Value$7.3M (-$1.6M)
Filed 2026-10-15
Goelzer Investment Management, Inc.
DECREASED
Shares82,980 from 84,750
Change-1,770 (-2%)
Value$7.1M (+$255.2K)
Filed 2026-10-16
Builder Investment Group Inc
UNCHANGED
Shares82,076 from 82,076
Change0 (0%)
Value$7.1M (+$394.8K)
Filed 2026-10-22
Penn Davis Mcfarland Inc
DECREASED
Shares82,052 from 82,462
Change-410 (0%)
Value$7.1M (+$361.3K)
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares81,582 from 79,688
Change+1,894 (+2%)
Value$7.0M (+$546.3K)
Filed 2026-10-13
Synergy Asset Management, LLC
DECREASED
Shares81,528 from 134,168
Change-52,640 (-39%)
Value$7.0M (-$3.9M)
Filed 2026-11-05
Smith & Howard Wealth Management, LLC
INCREASED
Shares81,403 from 76,088
Change+5,315 (+7%)
Value$7.0M (+$823.5K)
Filed 2026-10-27
Wedmont Private Capital
INCREASED
Shares80,484 from 69,092
Change+11,392 (+16%)
Value$7.1M (+$1.3M)
Filed 2026-10-09
Valeo Financial Advisors, LLC
INCREASED
Shares79,922 from 77,730
Change+2,192 (+3%)
Value$6.9M (+$562.5K)
Filed 2026-10-08
Family Legacy, Inc.
DECREASED
Shares79,917 from 80,960
Change-1,043 (-1%)
Value$6.9M (+$299.6K)
Filed 2026-10-13
Tema Etfs LLC
DECREASED
Shares79,846 from 83,095
Change-3,249 (-4%)
Value$6.9M (+$120.0K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares79,512 from 77,661
Change+1,851 (+2%)
Value$6.8M (+$532.9K)
Filed 2026-10-13
Greenwood Capital Associates LLC
DECREASED
Shares79,124 from 81,634
Change-2,510 (-3%)
Value$6.8M (+$176.6K)
Filed 2026-10-27
RFG Advisory, LLC
INCREASED
Shares78,836 from 78,224
Change+612 (+1%)
Value$6.8M (+$428.9K)
Filed 2026-11-03
Atwater Malick LLC
DECREASED
Shares78,709 from 79,539
Change-830 (-1%)
Value$6.8M (+$311.1K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares78,231 from 75,994
Change+2,237 (+3%)
Value$6.7M (+$558.1K)
Filed 2026-10-14
NTV Asset Management LLC
INCREASED
Shares77,993 from 62,775
Change+15,218 (+24%)
Value$6.7M (+$1.6M)
Filed 2026-10-23
Chicago Capital, LLC
DECREASED
Shares77,793 from 78,249
Change-456 (-1%)
Value$6.7M (+$337.1K)
Filed 2026-10-13
Howland Capital Management LLC
DECREASED
Shares77,555 from 90,764
Change-13,209 (-15%)
Value$6.7M (-$707.3K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares77,390 from 92,075
Change-14,685 (-16%)
Value$6.7M (-$821.3K)
Filed 2026-10-15
HUB Investment Partners, LLC
DECREASED
Shares76,686 from 83,653
Change-6,967 (-8%)
Value$6.6M (-$197.3K)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares76,623 from 77,949
Change-1,326 (-2%)
Value$6.6M (+$252.3K)
Filed 2026-10-23
Rossmore Private Capital
INCREASED
Shares76,024 from 75,502
Change+522 (+1%)
Value$6.6M (+$408.4K)
Filed 2026-10-27
Bath Savings Trust Co
DECREASED
Shares75,228 from 77,383
Change-2,155 (-3%)
Value$6.5M (+$186.7K)
Filed 2026-10-07
Harvey Investment Co LLC
UNCHANGED
Shares74,238 from 74,238
Change0 (0%)
Value$6.4M (+$357.0K)
Filed 2026-10-20
Reik & Co., LLC
DECREASED
Shares74,231 from 75,931
Change-1,700 (-2%)
Value$6.4M (+$218.9K)
Filed 2026-10-27
Lincoln Capital LLC
DECREASED
Shares74,109 from 75,968
Change-1,859 (-2%)
Value$6.4M (+$217.9K)
Filed 2026-10-09
MSH Capital Advisors LLC
INCREASED
Shares74,074 from 73,805
Change+269 (+0%)
Value$6.4M (+$378.1K)
Filed 2026-11-03
First Nebraska Trust Co
DECREASED
Shares73,823 from 74,583
Change-760 (-1%)
Value$6.4M (+$293.3K)
Filed 2026-10-30
Benedict Financial Advisors Inc
DECREASED
Shares73,560 from 74,694
Change-1,134 (-2%)
Value$6.3M (+$261.6K)
Filed 2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares73,464 from 67,333
Change+6,131 (+9%)
Value$6.3M (+$851.6K)
Filed 2026-10-27
Burke & Herbert Bank & Trust Co
DECREASED
Shares72,992 from 73,337
Change-345 (0%)
Value$6.3M (+$323.1K)
Filed 2026-11-02
Jacobi Capital Management LLC
DECREASED
Shares72,919 from 73,177
Change-258 (0%)
Value$6.3M (+$329.9K)
Filed 2026-11-05
Integrated Advisors Network LLC
DECREASED
Shares72,523 from 73,331
Change-808 (-1%)
Value$6.2M (+$283.2K)
Filed 2026-10-20
S-Bank Fund Management Ltd
DECREASED
Shares72,444 from 111,355
Change-38,911 (-35%)
Value$6.2M (-$2.8M)
Filed 2026-11-06
Altrius Capital Management Inc
INCREASED
Shares72,219 from 68,989
Change+3,230 (+5%)
Value$6.2M (+$609.9K)
Filed 2026-11-05
LEE Danner & Bass Inc
INCREASED
Shares72,021 from 71,218
Change+803 (+1%)
Value$6.2M (+$411.7K)
Filed 2026-10-27
Verum Partners LLC
INCREASED
Shares71,960 from 71,664
Change+296 (+0%)
Value$6.2M (+$370.2K)
Filed 2026-10-21
BIP Wealth, LLC
DECREASED
Shares71,665 from 75,420
Change-3,755 (-5%)
Value$6.2M (+$39.5K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares71,315 from 69,440
Change+1,875 (+3%)
Value$6.1M (+$495.4K)
Filed 2026-11-05
Atticus Wealth Management, LLC
INCREASED
Shares71,233 from 70,278
Change+955 (+1%)
Value$6.1M (+$420.3K)
Filed 2026-10-20
V-Square Quantitative Management LLC
INCREASED
Shares70,995 from 66,207
Change+4,788 (+7%)
Value$6.1M (+$730.6K)
Filed 2026-10-15
TSA Wealth Managment LLC
INCREASED
Shares70,758 from 70,399
Change+359 (+1%)
Value$6.1M (+$369.5K)
Filed 2026-10-22
Stonebridge Financial Group, LLC
INCREASED
Shares69,595 from 67,922
Change+1,673 (+2%)
Value$6.0M (+$470.7K)
Filed 2026-10-01
Fort Washington Investment Advisors Inc
DECREASED
Shares69,569 from 72,805
Change-3,236 (-4%)
Value$6.0M (+$71.6K)
Filed 2026-10-15
Columbia Asset Management
DECREASED
Shares69,262 from 70,912
Change-1,650 (-2%)
Value$6.0M (+$199.1K)
Filed 2026-10-19
Greystone Financial Group, LLC
DECREASED
Shares68,953 from 69,491
Change-538 (-1%)
Value$5.9M (+$288.0K)
Filed 2026-10-26
SVB Wealth LLC
DECREASED
Shares68,547 from 72,592
Change-4,045 (-6%)
Value$5.9M (+$1.0K)
Filed 2026-11-06
Third View Private Wealth, LLC
INCREASED
Shares67,957 from 65,922
Change+2,035 (+3%)
Value$5.8M (+$492.3K)
Filed 2026-10-30
Capital Asset Advisory Services LLC
INCREASED
Shares67,244 from 58,537
Change+8,707 (+15%)
Value$6.4M (+$1.7M)
Filed 2026-10-30
HBK Sorce Advisory LLC
DECREASED
Shares66,747 from 68,145
Change-1,398 (-2%)
Value$6.4M (+$472.6K)
Filed 2026-11-06
Sigma Investment Counselors Inc
INCREASED
Shares66,670 from 62,864
Change+3,806 (+6%)
Value$5.7M (+$629.9K)
Filed 2026-10-27
Concord Wealth Partners
DECREASED
Shares66,531 from 68,732
Change-2,201 (-3%)
Value$5.7M (+$141.1K)
Filed 2026-11-02
Pittenger & Anderson Inc
INCREASED
Shares66,355 from 65,980
Change+375 (+1%)
Value$5.7M (+$349.6K)
Filed 2026-11-02
PDS Planning, Inc
DECREASED
Shares66,324 from 66,367
Change-43 (0%)
Value$5.7M (+$315.5K)
Filed 2026-11-03
Lexington Hill Partners, LLC
INCREASED
Shares66,249 from 66,026
Change+223 (+0%)
Value$5.7M (+$336.8K)
Filed 2026-10-13
CFC Planning Co LLC
INCREASED
Shares66,215 from 59,886
Change+6,329 (+11%)
Value$5.7M (+$832.9K)
Filed 2026-10-28
Nilsine Partners, LLC
INCREASED
Shares65,185 from 62,354
Change+2,831 (+5%)
Value$5.6M (+$543.6K)
Filed 2026-11-02
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares64,822 from 65,130
Change-308 (0%)
Value$5.6M (+$286.8K)
Filed 2026-11-04
Trilogy Capital Inc.
INCREASED
Shares64,766 from 59,968
Change+4,798 (+8%)
Value$5.6M (+$701.5K)
Filed 2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares64,729 from 64,729
Change0 (0%)
Value$5.6M (+$311.3K)
Filed 2026-10-22
Csenge Advisory Group
INCREASED
Shares64,576 from 62,426
Change+2,150 (+3%)
Value$5.6M (+$485.3K)
Filed 2026-11-04
DT Investment Partners, LLC
INCREASED
Shares63,829 from 63,710
Change+119 (+0%)
Value$5.5M (+$316.7K)
Filed 2026-10-27
Valley Wealth Managers, Inc.
DECREASED
Shares63,722 from 63,858
Change-136 (0%)
Value$5.5M (+$295.5K)
Filed 2026-10-09
J. Safra Sarasin Holding AG
DECREASED
Shares63,604 from 63,680
Change-76 (0%)
Value$5.1M (+$786.3K)
Filed 2026-10-26
Summit Global Investments
INCREASED
Shares62,443 from 60,553
Change+1,890 (+3%)
Value$5.4M (+$454.0K)
Filed 2026-10-28
Frank, Rimerman Advisors LLC
INCREASED
Shares61,888 from 61,701
Change+187 (+0%)
Value$5.3M (+$312.9K)
Filed 2026-10-16
North Star Investment Management Corp.
DECREASED
Shares61,884 from 62,364
Change-480 (-1%)
Value$5.3M (+$258.7K)
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares61,871 from 41,004
Change+20,867 (+51%)
Value$5.4M (+$2.0M)
Filed 2026-11-04
Kennon-Green & Company, LLC
DECREASED
Shares61,608 from 66,009
Change-4,401 (-7%)
Value$5.3M (-$61.3K)
Filed 2026-10-05
BAR Harbor Wealth Management
INCREASED
Shares61,589 from 61,206
Change+383 (+1%)
Value$5.3M (+$327.4K)
Filed 2026-10-21
Fisher Funds Management LTD
INCREASED
Shares61,400 from 18,000
Change+43,400 (+241%)
Value$5.3M (+$3.8M)
Filed 2026-10-13
Concord Asset Management, LLC
DECREASED
Shares61,060 from 61,641
Change-581 (-1%)
Value$5.3M (+$246.5K)
Filed 2026-11-02
Trust Co of Vermont
INCREASED
Shares60,889 from 57,512
Change+3,377 (+6%)
Value$5.2M (+$567.3K)
Filed 2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares60,379 from 60,622
Change-243 (0%)
Value$5.2M (+$270.7K)
Filed 2026-10-23
Carolina Wealth Advisors, LLC
INCREASED
Shares60,348 from 59,823
Change+525 (+1%)
Value$5.2M (+$332.9K)
Filed 2026-10-23
Signet Investment Advisory Group, Inc.
INCREASED
Shares60,176 from 60,008
Change+168 (+0%)
Value$5.2M (+$303.1K)
Filed 2026-10-30
Physicians Financial Services, Inc.
DECREASED
Shares60,007 from 60,500
Change-493 (-1%)
Value$5.2M (+$248.0K)
Filed 2026-11-04
EPG Wealth Management LLC
INCREASED
Shares59,919 from 58,620
Change+1,299 (+2%)
Value$5.2M (+$393.8K)
Filed 2026-11-03
Tufton Capital Management
DECREASED
Shares59,662 from 59,788
Change-126 (0%)
Value$5.1M (+$276.0K)
Filed 2026-10-20
Princeton Global Asset Management LLC
INCREASED
Shares59,473 from 58,963
Change+510 (+1%)
Value$5.1M (+$327.5K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
DECREASED
Shares59,375 from 180,068
Change-120,693 (-67%)
Value$5.1M (-$9.5M)
Filed 2026-10-21
Norden Group LLC
DECREASED
Shares59,014 from 59,392
Change-378 (-1%)
Value$5.1M (+$253.2K)
Filed 2026-10-20
Burns J W & Co Inc
DECREASED
Shares58,756 from 58,869
Change-113 (0%)
Value$5.1M (+$273.5K)
Filed 2026-10-20
Impact Capital Partners LLC
INCREASED
Shares58,530 from 58,296
Change+234 (+0%)
Value$5.0M (+$300.5K)
Filed 2026-10-22
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares58,495 from 58,535
Change-40 (0%)
Value$5.0M (+$278.1K)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares58,305 from 58,369
Change-64 (0%)
Value$5.0M (+$276.9K)
Filed 2026-10-23
Parthenon LLC
DECREASED
Shares58,179 from 58,529
Change-350 (-1%)
Value$5.0M (+$251.4K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares58,077 from 52,606
Change+5,471 (+10%)
Value$5.0M (+$724.0K)
Filed 2026-11-05
NWF Advisory Services Inc.
DECREASED
Shares57,055 from 57,485
Change-430 (-1%)
Value$4.9M (+$239.4K)
Filed 2026-10-19
WealthBridge Investment Counsel Inc.
DECREASED
Shares56,750 from 58,600
Change-1,850 (-3%)
Value$4.9M (+$123.0K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares56,746 from 88,795
Change-32,049 (-36%)
Value$4.9M (-$2.3M)
Filed 2026-10-14
First City Capital Management, Inc.
INCREASED
Shares56,202 from 56,195
Change+7 (+0%)
Value$4.8M (+$271.0K)
Filed 2026-10-27
Nicollet Investment Management, Inc.
DECREASED
Shares56,098 from 58,380
Change-2,282 (-4%)
Value$4.8M (+$84.0K)
Filed 2026-10-14
Kerusso Capital Management LLC
INCREASED
Shares56,074 from 50,828
Change+5,246 (+10%)
Value$4.8M (+$696.1K)
Filed 2026-10-27
Chilton Capital Management LLC
DECREASED
Shares56,030 from 56,562
Change-532 (-1%)
Value$4.8M (+$226.3K)
Filed 2026-10-28
Ibex Wealth Advisors
NEW
Shares55,684
Change+55,684
Value$4.8M
Filed 2026-11-06
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares55,563 from 56,821
Change-1,258 (-2%)
Value$4.8M (+$165.0K)
Filed 2026-10-09
Elite Wealth Management, Inc.
INCREASED
Shares55,485 from 21,411
Change+34,074 (+159%)
Value$4.8M (+$3.0M)
Filed 2026-11-03
Cypress Capital Group
INCREASED
Shares55,232 from 54,679
Change+553 (+1%)
Value$4.8M (+$310.6K)
Filed 2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED
Shares55,185 from 55,185
Change0 (0%)
Value$4.8M (+$265.4K)
Filed 2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares54,847 from 43,896
Change+10,951 (+25%)
Value$4.7M (+$1.1M)
Filed 2026-10-20
St. Louis Financial Planners Asset Management, LLC
INCREASED
Shares54,711 from 54,302
Change+409 (+1%)
Value$4.9M (+$284.5K)
Filed 2026-10-16
Independent Solutions Wealth Management, LLC
INCREASED
Shares54,694 from 53,795
Change+899 (+2%)
Value$4.7M (+$336.1K)
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED
Shares54,529 from 52,742
Change+1,787 (+3%)
Value$4.7M (+$407.5K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares54,339 from 45,464
Change+8,875 (+20%)
Value$5.0M (+$1.3M)
Filed 2026-10-27
Fulton Bank, N.A.
DECREASED
Shares54,223 from 54,235
Change-12 (0%)
Value$4.7M (+$259.8K)
Filed 2026-10-14
Shepherd Financial Partners LLC
INCREASED
Shares54,162 from 53,373
Change+789 (+1%)
Value$4.7M (+$324.7K)
Filed 2026-11-03
Moran Wealth Management, LLC
DECREASED
Shares54,078 from 54,310
Change-232 (0%)
Value$4.7M (+$241.3K)
Filed 2026-10-22
Old National Bancorp
DECREASED
Shares53,966 from 54,870
Change-904 (-2%)
Value$4.6M (+$186.1K)
Filed 2026-10-20
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares53,914 from 80,802
Change-26,888 (-33%)
Value$4.7M (-$1.9M)
Filed 2026-11-05
Caldwell Trust Co
INCREASED
Shares53,363 from 53,360
Change+3 (+0%)
Value$4.6M (+$256.9K)
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares53,292 from 50,046
Change+3,246 (+6%)
Value$4.6M (+$520.2K)
Filed 2026-11-03
Thomas Story & SON LLC
DECREASED
Shares52,839 from 53,114
Change-275 (-1%)
Value$4.5M (+$231.8K)
Filed 2026-10-13
Pavion Blue Capital, LLC
DECREASED
Shares52,580 from 52,841
Change-261 (0%)
Value$4.5M (+$231.8K)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED
Shares52,491 from 49,921
Change+2,570 (+5%)
Value$4.5M (+$461.4K)
Filed 2026-10-13
Beacon Financial Group
DECREASED
Shares52,457 from 53,301
Change-844 (-2%)
Value$4.5M (+$183.7K)
Filed 2026-10-19
Highland Capital Management, LLC
DECREASED
Shares52,391 from 52,529
Change-138 (0%)
Value$4.5M (+$240.8K)
Filed 2026-10-26
Philip James Wealth Mangement, LLC
DECREASED
Shares52,292 from 52,691
Change-399 (-1%)
Value$4.5M (+$219.1K)
Filed 2026-10-27
R.H. Dinel Investment Counsel, Inc.
DECREASED
Shares52,150 from 54,450
Change-2,300 (-4%)
Value$4.5M (+$63.9K)
Filed 2026-10-14
Naples Global Advisors, LLC
INCREASED
Shares52,071 from 51,775
Change+296 (+1%)
Value$4.5M (+$274.7K)
Filed 2026-11-05
Cohen Klingenstein LLC
UNCHANGED
Shares52,000 from 52,000
Change0 (0%)
Value$4.5M (+$250.1K)
Filed 2026-10-15
Gen-Wealth Partners Inc
DECREASED
Shares51,859 from 55,090
Change-3,231 (-6%)
Value$4.5M (-$13.1K)
Filed 2026-11-04
Chatham Capital Group, Inc.
DECREASED
Shares51,640 from 52,952
Change-1,312 (-2%)
Value$4.4M (+$141.8K)
Filed 2026-10-16
KCM Investment Advisors LLC
DECREASED
Shares51,562 from 52,058
Change-496 (-1%)
Value$4.4M (+$207.7K)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares51,382 from 51,167
Change+215 (+0%)
Value$4.4M (+$264.6K)
Filed 2026-10-29
St. Clair Advisors, LLC
INCREASED
Shares51,166 from 50,917
Change+249 (+0%)
Value$4.4M (+$266.3K)
Filed 2026-10-13
Churchill Financial Advisors, LLC
INCREASED
Shares50,957 from 48,957
Change+2,000 (+4%)
Value$4.4M (+$407.6K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares50,745 from 27,325
Change+23,420 (+86%)
Value$4.4M (+$2.1M)
Filed 2026-11-02
Aprio Wealth Management, LLC
INCREASED
Shares50,654 from 48,361
Change+2,293 (+5%)
Value$4.4M (+$430.0K)
Filed 2026-10-28
West Branch Capital LLC
INCREASED
Shares50,325 from 48,958
Change+1,367 (+3%)
Value$4.3M (+$353.1K)
Filed 2026-10-20
Argyle Capital Management, LLC
DECREASED
Shares50,280 from 50,880
Change-600 (-1%)
Value$4.3M (+$193.1K)
Filed 2026-10-28
Kavar Capital Partners Group, LLC
INCREASED
Shares50,204 from 50,166
Change+38 (+0%)
Value$4.3M (+$244.6K)
Filed 2026-11-06
Independence Bank of Kentucky
DECREASED
Shares50,168 from 54,648
Change-4,480 (-8%)
Value$4.3M (-$122.8K)
Filed 2026-10-26
Machina Capital S.A.S.
INCREASED
Shares49,897 from 16,276
Change+33,621 (+207%)
Value$4.3M (+$3.0M)
Filed 2026-11-05
Plimoth Trust Co LLC
DECREASED
Shares49,595 from 49,840
Change-245 (0%)
Value$4.3M (+$218.6K)
Filed 2026-10-26
MTM Investment Management, LLC
DECREASED
Shares49,574 from 49,648
Change-74 (0%)
Value$4.3M (+$232.5K)
Filed 2026-10-30
Tritonpoint Wealth, LLC
DECREASED
Shares49,024 from 49,554
Change-530 (-1%)
Value$4.2M (+$192.7K)
Filed 2026-10-19
Cordgrass Capital Advisors, LLC
DECREASED
Shares48,853 from 49,053
Change-200 (0%)
Value$4.2M (+$218.7K)
Filed 2026-10-30
Stenger Family Office, LLC
INCREASED
Shares48,644 from 42,376
Change+6,268 (+15%)
Value$4.4M (+$939.4K)
Filed 2026-10-22
Shrier Wealth Management, LLC
INCREASED
Shares48,624 from 48,528
Change+96 (+0%)
Value$4.2M (+$241.6K)
Filed 2026-10-20
Axxion S.A.
INCREASED
Shares48,615 from 38,615
Change+10,000 (+26%)
Value$4.2M (+$1.0M)
Filed 2026-10-22
Mengis Capital Management, Inc.
INCREASED
Shares48,497 from 47,583
Change+914 (+2%)
Value$4.2M (+$307.5K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
DECREASED
Shares48,442 from 50,084
Change-1,642 (-3%)
Value$4.2M (+$99.6K)
Filed 2026-10-13
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares48,375 from 16,954
Change+31,421 (+185%)
Value$4.2M (+$2.8M)
Filed 2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED
Shares48,372 from 38,092
Change+10,280 (+27%)
Value$4.2M (+$1.1M)
Filed 2026-10-19
Community Trust & Investment Co
DECREASED
Shares48,335 from 49,147
Change-812 (-2%)
Value$4.2M (+$166.5K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares48,262 from 42,824
Change+5,438 (+13%)
Value$4.2M (+$674.1K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares48,193
Change+48,193
Value$4.5K
Filed 2026-11-03
CFS Investment Advisory Services, LLC
INCREASED
Shares47,826 from 46,772
Change+1,054 (+2%)
Value$4.1M (+$185.8K)
Filed 2026-10-19
Leelyn Smith, LLC
DECREASED
Shares47,243 from 47,615
Change-372 (-1%)
Value$4.1M (+$196.9K)
Filed 2026-11-03
Neville Rodie & Shaw Inc
DECREASED
Shares47,225 from 47,375
Change-150 (0%)
Value$4.1K (-$3.8M)
Filed 2026-10-05
Waratah Capital Advisors Ltd.
INCREASED
Shares47,164 from 45,765
Change+1,399 (+3%)
Value$4.1M (+$340.6K)
Filed 2026-11-06
Woodstock Corp
DECREASED
Shares46,933 from 46,990
Change-57 (0%)
Value$4.0M (+$221.1K)
Filed 2026-10-13
Asset Dedication, LLC
INCREASED
Shares46,930 from 46,188
Change+742 (+2%)
Value$4.0M (+$286.0K)
Filed 2026-11-03
Bank Pictet & Cie (Europe) AG
INCREASED
Shares46,736 from 28,070
Change+18,666 (+67%)
Value$4.0M (+$1.7M)
Filed 2026-10-20
Oakworth Capital, Inc.
INCREASED
Shares46,696 from 46,609
Change+87 (+0%)
Value$4.0M (+$231.5K)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares46,632 from 36,509
Change+10,123 (+28%)
Value$4.0M (+$933.3K)
Filed 2026-10-08
Jacobs & Co
DECREASED
Shares46,356 from 46,778
Change-422 (-1%)
Value$4.0M (+$189.0K)
Filed 2026-10-09
Investment Advisory Services Inc
DECREASED
Shares46,276 from 46,348
Change-72 (0%)
Value$4.0M (+$216.7K)
Filed 2026-10-27
BG Investment Services, LLC
NEW
Shares46,243
Change+46,243
Value$4.0M
Filed 2026-10-23
Lynx Capital Group LTD
DECREASED
Shares46,135 from 46,344
Change-209 (0%)
Value$4.0M (+$204.9K)
Filed 2026-11-04
Cornerstone Planning, LLC
INCREASED
Shares46,117 from 45,939
Change+178 (+0%)
Value$3.8M (+$78.5K)
Filed 2026-10-27
Sicart Associates LLC
DECREASED
Shares46,110 from 46,352
Change-242 (-1%)
Value$4.3M (+$562.7K)
Filed 2026-10-29
Iowa State Bank
INCREASED
Shares45,820 from 44,952
Change+868 (+2%)
Value$3.9M (+$290.9K)
Filed 2026-10-06
Cohen Investment Advisors LLC
DECREASED
Shares45,816 from 46,168
Change-352 (-1%)
Value$3.9M (+$191.8K)
Filed 2026-10-20
China Universal Asset Management Co., Ltd.
INCREASED
Shares45,696 from 38,023
Change+7,673 (+20%)
Value$4.0M (+$878.4K)
Filed 2026-10-28
TCV Trust & Wealth Management, Inc.
DECREASED
Shares45,621 from 45,912
Change-291 (-1%)
Value$3.9M (+$195.8K)
Filed 2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares45,587 from 46,064
Change-477 (-1%)
Value$4.3M (+$475.5K)
Filed 2026-10-21
Private Management Group Inc
DECREASED
Shares45,546 from 46,025
Change-479 (-1%)
Value$3.9M (+$180.2K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
DECREASED
Shares45,453 from 46,145
Change-692 (-1%)
Value$3.9M (+$162.4K)
Filed 2026-10-13
Meridian Wealth Management, LLC
DECREASED
Shares45,389 from 52,757
Change-7,368 (-14%)
Value$3.9M (-$380.4K)
Filed 2026-11-05
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares45,298 from 45,092
Change+206 (+0%)
Value$3.9M (+$234.6K)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares45,227 from 44,614
Change+613 (+1%)
Value$3.9M (+$267.4K)
Filed 2026-10-08
Verity & Verity, LLC
DECREASED
Shares44,860 from 55,765
Change-10,905 (-20%)
Value$3.9M (-$670.5K)
Filed 2026-10-23
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares44,802 from 45,291
Change-489 (-1%)
Value$3.9M (+$175.8K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares44,592 from 37,342
Change+7,250 (+19%)
Value$3.8M (+$803.7K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
DECREASED
Shares44,516 from 45,024
Change-508 (-1%)
Value$3.8M (+$172.8K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares44,437 from 43,070
Change+1,367 (+3%)
Value$3.8M (+$324.9K)
Filed 2026-10-13
Ledyard National Bank
INCREASED
Shares44,400 from 41,700
Change+2,700 (+6%)
Value$3.8M (+$433.0K)
Filed 2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares44,258 from 44,891
Change-633 (-1%)
Value$3.8M (+$161.5K)
Filed 2026-10-15
Grandfield & Dodd, LLC
UNCHANGED
Shares43,982 from 43,982
Change0 (0%)
Value$3.8M (+$211.6K)
Filed 2026-10-29
Avity Investment Management Inc.
DECREASED
Shares43,928 from 44,228
Change-300 (-1%)
Value$3.8M (+$186.9K)
Filed 2026-10-09
Hanson & Doremus Investment Management
DECREASED
Shares43,902 from 44,192
Change-290 (-1%)
Value$3.8M (+$188.0K)
Filed 2026-10-16
Vertrix Wealth Management, LLC
INCREASED
Shares43,901 from 43,858
Change+43 (+0%)
Value$3.8M (+$214.7K)
Filed 2026-10-13
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares43,846 from 46,546
Change-2,700 (-6%)
Value$3.8M (-$8.5K)
Filed 2026-10-16
Marino, Stram & Associates LLC
DECREASED
Shares43,810 from 43,887
Change-77 (0%)
Value$3.8M (+$204.4K)
Filed 2026-10-22
Auto-Owners Insurance Co
UNCHANGED
Shares43,700 from 43,700
Change0 (0%)
Value$3.8M (+$210.2K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
INCREASED
Shares43,525 from 42,841
Change+684 (+2%)
Value$3.7M (+$265.0K)
Filed 2026-10-29
Sterling Capital Management LLC
DECREASED
Shares43,408 from 89,683
Change-46,275 (-52%)
Value$3.7M (-$3.6M)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED
Shares43,026 from 40,422
Change+2,604 (+6%)
Value$3.7M (+$418.6K)
Filed 2026-10-08
Royal Fund Management, LLC
DECREASED
Shares42,990 from 76,894
Change-33,904 (-44%)
Value$3.7M (-$2.5M)
Filed 2026-10-22
Moody National Bank Trust Division
INCREASED
Shares42,895 from 41,525
Change+1,370 (+3%)
Value$3.7M (+$317.7K)
Filed 2026-10-06
Radnor Capital Management, LLC
DECREASED
Shares42,754 from 42,954
Change-200 (0%)
Value$3.7M (+$189.4K)
Filed 2026-10-23
Acumen Wealth Advisors, LLC
INCREASED
Shares42,715 from 41,126
Change+1,589 (+4%)
Value$3.7M (+$335.5K)
Filed 2026-11-05
Busey Bank
INCREASED
Shares42,499 from 42,478
Change+21 (+0%)
Value$3.7M (+$206.1K)
Filed 2026-10-26
Bison Wealth, LLC
INCREASED
Shares42,193 from 38,394
Change+3,799 (+10%)
Value$3.8M (+$603.3K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares42,120 from 44,891
Change-2,771 (-6%)
Value$3.6M (-$22.6K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
INCREASED
Shares41,804 from 1,134
Change+40,670 (+3586%)
Value$3.6M (+$3.5M)
Filed 2026-10-30
CFM Wealth Partners LLC
DECREASED
Shares41,798 from 42,080
Change-282 (-1%)
Value$3.6M (+$178.1K)
Filed 2026-11-05
Triglav Investments, D.O.O.
INCREASED
Shares41,563 from 40,691
Change+872 (+2%)
Value$3.6M (+$272.4K)
Filed 2026-11-06
Texas Bank & Trust Co
DECREASED
Shares41,429 from 42,170
Change-741 (-2%)
Value$3.6M (+$139.1K)
Filed 2026-11-04
MFA Wealth Advisors, LLC
DECREASED
Shares41,382 from 42,106
Change-724 (-2%)
Value$3.6M (+$140.2K)
Filed 2026-10-07
Everhart Financial Group, Inc.
INCREASED
Shares41,283 from 37,830
Change+3,453 (+9%)
Value$3.6M (+$479.2K)
Filed 2026-10-08
Secure Asset Management, LLC
INCREASED
Shares41,118 from 39,801
Change+1,317 (+3%)
Value$3.5M (+$304.9K)
Filed 2026-10-19
Whitener Capital Management, Inc.
INCREASED
Shares41,079 from 38,844
Change+2,235 (+6%)
Value$3.5M (+$379.2K)
Filed 2026-10-15
GC Wealth Management RIA, LLC
INCREASED
Shares40,972 from 40,198
Change+774 (+2%)
Value$3.5M (+$260.0K)
Filed 2026-11-02
Fourpath Capital Management, LLC
INCREASED
Shares40,936 from 40,886
Change+50 (+0%)
Value$3.5M (+$201.0K)
Filed 2026-10-19
Gables Capital Management Inc.
DECREASED
Shares40,861 from 41,261
Change-400 (-1%)
Value$3.5M (+$164.0K)
Filed 2026-11-04
Palisade Asset Management, LLC
INCREASED
Shares40,750 from 40,749
Change+1 (0%)
Value$3.5M (+$196.1K)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares40,683 from 40,853
Change-170 (0%)
Value$3.5M (+$181.9K)
Filed 2026-11-03
First Premier Bank
UNCHANGED
Shares40,596 from 40,596
Change0 (0%)
Value$3.5M (+$195.0K)
Filed 2026-10-13
Sterling Investment Counsel, LLC
INCREASED
Shares40,553 from 39,946
Change+607 (+2%)
Value$3.5M (+$244.4K)
Filed 2026-10-19
Valmark Advisers, Inc.
INCREASED
Shares40,503 from 38,015
Change+2,488 (+7%)
Value$3.5M (+$397.0K)
Filed 2026-11-06
TBH Global Asset Management, LLC
INCREASED
Shares40,464 from 39,778
Change+686 (+2%)
Value$3.5M (+$250.4K)
Filed 2026-11-03
Clear Trail Advisors, LLC
DECREASED
Shares40,426 from 48,924
Change-8,498 (-17%)
Value$3.5M (-$496.2K)
Filed 2026-10-20
Investors Asset Management of Georgia Inc
INCREASED
Shares40,352 from 40,344
Change+8 (+0%)
Value$3.5M (+$194.7K)
Filed 2026-10-20
First Business Financial Services, Inc.
INCREASED
Shares40,332 from 39,772
Change+560 (+1%)
Value$3.5M (+$239.5K)
Filed 2026-10-29
Armstrong Advisory Group, Inc
DECREASED
Shares40,207 from 41,312
Change-1,105 (-3%)
Value$3.5M (+$103.6K)
Filed 2026-10-09
Chickasaw Capital Management LLC
DECREASED
Shares39,995 from 41,002
Change-1,007 (-2%)
Value$3.4M (+$110.8K)
Filed 2026-10-08
Ipswich Investment Management Co., Inc.
DECREASED
Shares39,923 from 40,423
Change-500 (-1%)
Value$3.4M (+$151.4K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED
Shares39,858 from 22,665
Change+17,193 (+76%)
Value$3.5M (+$1.6M)
Filed 2026-10-13
Bochk Asset Management Ltd
DECREASED
Shares39,800 from 66,000
Change-26,200 (-40%)
Value$3.4M (-$1.9M)
Filed 2026-10-29
Certuity, LLC
INCREASED
Shares39,657 from 27,797
Change+11,860 (+43%)
Value$3.4M (+$1.2M)
Filed 2026-11-02
Dudley Capital Management, LLC
INCREASED
Shares39,428 from 39,427
Change+1 (0%)
Value$3.4M (+$189.8K)
Filed 2026-10-23
TD Private Client Wealth LLC
INCREASED
Shares39,417 from 32,297
Change+7,120 (+22%)
Value$3.4M (+$768.2K)
Filed 2026-10-28
LS Investment Advisors, LLC
INCREASED
Shares38,994 from 24,237
Change+14,757 (+61%)
Value$3.4M (+$1.4M)
Filed 2026-10-13
Citadel Investment Advisory, Inc.
INCREASED
Shares38,983 from 38,403
Change+580 (+2%)
Value$3.4M (+$235.0K)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares38,882 from 18,662
Change+20,220 (+108%)
Value$3.3M (+$1.8M)
Filed 2026-10-26
Savoir Faire Capital Management, L.P.
DECREASED
Shares38,867 from 93,123
Change-54,256 (-58%)
Value$3.3M (-$4.2M)
Filed 2026-11-03
SS&H Financial Advisors, Inc.
DECREASED
Shares38,556 from 39,556
Change-1,000 (-3%)
Value$3.3M (+$104.0K)
Filed 2026-10-28
Wright Investors Service Inc
DECREASED
Shares38,540 from 50,097
Change-11,557 (-23%)
Value$3.3M (-$753.9K)
Filed 2026-11-02
Waldron Private Wealth LLC
INCREASED
Shares38,527 from 38,294
Change+233 (+1%)
Value$3.3M (+$204.4K)
Filed 2026-11-02
BLB&B Advisors, LLC
DECREASED
Shares38,526 from 40,394
Change-1,868 (-5%)
Value$3.3M (+$33.5K)
Filed 2026-10-27
Arista Wealth Management, LLC
INCREASED
Shares38,383 from 38,246
Change+137 (+0%)
Value$3.3M (+$195.7K)
Filed 2026-10-29
Livforsakringsbolaget Skandia, Omsesidigt
INCREASED
Shares38,207 from 21,707
Change+16,500 (+76%)
Value$3.3M (+$1.5M)
Filed 2026-10-21
Nfsg Corp
INCREASED
Shares38,022 from 37,899
Change+123 (+0%)
Value$3.3M (+$192.9K)
Filed 2026-10-15
Mechanics Bank Trust Department
DECREASED
Shares37,824 from 41,237
Change-3,413 (-8%)
Value$3.3M (-$95.4K)
Filed 2026-10-13
Catherine Avery Investment Management LLC
DECREASED
Shares37,819 from 80,871
Change-43,052 (-53%)
Value$3.3M (-$3.3M)
Filed 2026-10-14
Avestar Capital, LLC
DECREASED
Shares37,735 from 37,837
Change-102 (0%)
Value$3.3M (+$172.8K)
Filed 2026-10-28
Trek Financial, LLC
INCREASED
Shares37,476 from 7,423
Change+30,053 (+405%)
Value$3.2M (+$2.6M)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares37,473 from 32,058
Change+5,415 (+17%)
Value$3.2M (+$576.1K)
Filed 2026-10-13
Massachusetts Wealth Management
INCREASED
Shares37,313 from 36,063
Change+1,250 (+3%)
Value$3.2M (+$281.1K)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares36,982 from 37,491
Change-509 (-1%)
Value$3.2M (+$136.4K)
Filed 2026-10-26
BankPlus Trust Department
INCREASED
Shares36,954 from 36,389
Change+565 (+2%)
Value$3.2M (+$223.7K)
Filed 2026-11-06
Advisor OS, LLC
DECREASED
Shares36,828 from 42,559
Change-5,731 (-13%)
Value$3.2M (-$288.5K)
Filed 2026-11-03
MCF Advisors LLC
INCREASED
Shares36,821 from 36,196
Change+625 (+2%)
Value$3.2M (+$228.7K)
Filed 2026-10-28
Cacti Asset Management LLC
UNCHANGED
Shares36,600 from 36,600
Change0 (0%)
Value$3.2M (+$203.9K)
Filed 2026-10-01
Private Trust Co NA
INCREASED
Shares36,437 from 36,279
Change+158 (+0%)
Value$3.1M (+$188.1K)
Filed 2026-10-20
Abacus Planning Group, Inc.
INCREASED
Shares36,432 from 33,864
Change+2,568 (+8%)
Value$3.1M (+$383.9K)
Filed 2026-11-02
Ascentis Independent Advisors
INCREASED
Shares36,420 from 322
Change+36,098 (+11211%)
Value$3.1M (+$3.1M)
Filed 2026-11-03
Cigna Investments Inc
DECREASED
Shares36,293 from 36,716
Change-423 (-1%)
Value$3.1M (+$140.0K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares36,288 from 35,550
Change+738 (+2%)
Value$3.1M (+$234.6K)
Filed 2026-10-27
Staley Capital Advisers Inc
INCREASED
Shares36,251 from 35,610
Change+641 (+2%)
Value$3.1M (+$226.5K)
Filed 2026-11-06
Boston Trust Walden Corp
INCREASED
Shares36,232 from 36,214
Change+18 (+0%)
Value$3.1M (+$175.7K)
Filed 2026-10-30
Founders Financial Securities LLC
INCREASED
Shares36,216 from 35,016
Change+1,200 (+3%)
Value$3.1M (+$271.7K)
Filed 2026-10-28
Beacon Financial Advisory LLC
INCREASED
Shares35,904 from 26,735
Change+9,169 (+34%)
Value$3.1M (+$917.8K)
Filed 2026-10-16
JAG Capital Management, LLC
DECREASED
Shares35,816 from 36,200
Change-384 (-1%)
Value$3.1M (+$141.1K)
Filed 2026-11-06
Strengthening Families & Communities, LLC
INCREASED
Shares35,617 from 35,595
Change+22 (+0%)
Value$3.1M (+$173.1K)
Filed 2026-10-21
DecisionMap Wealth Management, LLC
INCREASED
Shares35,507 from 35,343
Change+164 (+0%)
Value$3.1M (+$184.1K)
Filed 2026-10-29
Independent Investors Inc
UNCHANGED
Shares35,496 from 35,496
Change0 (0%)
Value$3.1M (+$170.7K)
Filed 2026-10-30
Greenspring Advisors, LLC
INCREASED
Shares35,486 from 17,533
Change+17,953 (+102%)
Value$3.1M (+$1.6M)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares35,381 from 36,180
Change-799 (-2%)
Value$3.0M (+$105.2K)
Filed 2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares35,228 from 35,286
Change-58 (0%)
Value$3.0M (+$164.7K)
Filed 2026-10-13
Pathway Financial Advisers, LLC
DECREASED
Shares35,197 from 38,189
Change-2,992 (-8%)
Value$3.0M (-$73.8K)
Filed 2026-10-27
Keystone Financial Planning, Inc.
DECREASED
Shares35,137 from 35,690
Change-553 (-2%)
Value$3.0M (+$124.1K)
Filed 2026-10-08
Cypress Capital, LLC
NEW
Shares35,092
Change+35,092
Value$3.0M
Filed 2026-10-20
Northeast Investment Management
DECREASED
Shares35,078 from 35,340
Change-262 (-1%)
Value$3.0M (+$147.4K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
DECREASED
Shares34,997 from 36,663
Change-1,666 (-5%)
Value$3.0M (+$33.9K)
Filed 2026-10-30
ICW Investment Advisors LLC
DECREASED
Shares34,763 from 35,095
Change-332 (-1%)
Value$3.0M (+$140.3K)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
DECREASED
Shares34,562 from 36,584
Change-2,022 (-6%)
Value$3.0M (+$1.9K)
Filed 2026-10-26
Azzad Asset Management Inc
DECREASED
Shares34,540 from 35,930
Change-1,390 (-4%)
Value$3.0M (+$53.2K)
Filed 2026-11-04
Stillwater Wealth Management Group
INCREASED
Shares34,507 from 33,614
Change+893 (+3%)
Value$3.0M (+$238.6K)
Filed 2026-10-21
LongView Wealth Management
INCREASED
Shares34,318 from 34,129
Change+189 (+1%)
Value$3.0M (+$180.4K)
Filed 2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares34,310 from 33,906
Change+404 (+1%)
Value$3.0M (+$197.8K)
Filed 2026-10-08
Thompson Investment Management, Inc.
DECREASED
Shares34,132 from 34,217
Change-85 (0%)
Value$2.9M (+$157.3K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares34,001 from 33,982
Change+19 (+0%)
Value$2.9M (+$165.1K)
Filed 2026-11-04
Northcape Wealth Management, LLC
DECREASED
Shares33,973 from 43,486
Change-9,513 (-22%)
Value$2.9M (-$609.8K)
Filed 2026-11-04
Certified Advisory Corp
INCREASED
Shares33,711 from 33,603
Change+108 (+0%)
Value$2.9M (+$170.9K)
Filed 2026-10-29
Wilkins Investment Counsel Inc
INCREASED
Shares33,623 from 29,967
Change+3,656 (+12%)
Value$2.9M (+$458.9K)
Filed 2026-11-03
LMG Wealth Partners, LLC
INCREASED
Shares33,415 from 32,131
Change+1,284 (+4%)
Value$2.9M (+$265.1K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
DECREASED
Shares33,241 from 44,125
Change-10,884 (-25%)
Value$2.9M (-$724.7K)
Filed 2026-11-05
Portfolio Design Labs, LLC
INCREASED
Shares33,113 from 32,965
Change+148 (+0%)
Value$2.9M (+$171.2K)
Filed 2026-11-04
CWA Asset Management Group, LLC
INCREASED
Shares33,064 from 31,423
Change+1,641 (+5%)
Value$2.8M (+$292.4K)
Filed 2026-10-19
Violich Capital Management, Inc.
DECREASED
Shares32,949 from 43,649
Change-10,700 (-25%)
Value$2.8M (-$711.1K)
Filed 2026-10-05
Regatta Capital Group, LLC
INCREASED
Shares32,937 from 32,808
Change+129 (+0%)
Value$2.8M (+$168.9K)
Filed 2026-10-23
New England Research & Management, Inc.
INCREASED
Shares32,846 from 32,796
Change+50 (+0%)
Value$2.8M (+$162.1K)
Filed 2026-10-16
Arrow Financial Corp
INCREASED
Shares32,649 from 32,587
Change+62 (+0%)
Value$2.8M (+$162.1K)
Filed 2026-10-26
Avior Wealth Management, LLC
DECREASED
Shares32,496 from 34,441
Change-1,945 (-6%)
Value$2.8M (-$1.7K)
Filed 2026-10-13
Peddock Capital Advisors, LLC
UNCHANGED
Shares32,417 from 32,417
Change0 (0%)
Value$2.8M (+$155.9K)
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares32,229 from 26,425
Change+5,804 (+22%)
Value$2.9M (+$698.0K)
Filed 2026-10-20
Mill Capital Management, LLC
DECREASED
Shares32,099 from 33,644
Change-1,545 (-5%)
Value$2.8M (+$28.8K)
Filed 2026-10-26
Parsons Capital Management Inc
INCREASED
Shares32,057 from 31,957
Change+100 (+0%)
Value$2.8M (+$162.3K)
Filed 2026-10-28
Wolff Wiese Magana LLC
INCREASED
Shares31,991 from 31,888
Change+103 (+0%)
Value$2.8M (+$162.3K)
Filed 2026-10-15
CPC Advisors, LLC
INCREASED
Shares31,891 from 31,818
Change+73 (+0%)
Value$2.7M (+$159.3K)
Filed 2026-10-21
Precedent Wealth Partners, LLC
INCREASED
Shares31,874 from 30,113
Change+1,761 (+6%)
Value$2.7M (+$296.4K)
Filed 2026-10-21
Baldwin Wealth Partners LLC
DECREASED
Shares31,559 from 31,954
Change-395 (-1%)
Value$2.7M (+$119.7K)
Filed 2026-10-13
Rydar Equities, Inc.
INCREASED
Shares31,508 from 30,989
Change+519 (+2%)
Value$2.7M (+$162.7K)
Filed 2026-10-13
Lakeshore Capital Group, Inc.
INCREASED
Shares31,431 from 29,090
Change+2,341 (+8%)
Value$2.7M (+$341.4K)
Filed 2026-10-20
Profund Advisors LLC
DECREASED
Shares30,997 from 31,875
Change-878 (-3%)
Value$2.7M (+$77.7K)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares30,962 from 29,074
Change+1,888 (+6%)
Value$2.7M (+$302.4K)
Filed 2026-10-22
Accretive Wealth Partners, LLC
INCREASED
Shares30,940 from 30,363
Change+577 (+2%)
Value$2.7M (+$195.7K)
Filed 2026-11-06
Exchange Bank
DECREASED
Shares30,888 from 30,981
Change-93 (0%)
Value$2.7M (+$141.0K)
Filed 2026-10-07
Washington Trust Co
DECREASED
Shares30,857 from 31,120
Change-263 (-1%)
Value$2.7M (+$127.0K)
Filed 2026-10-22
Carnegie Lake Advisors LLC
UNCHANGED
Shares30,480 from 30,480
Change0 (0%)
Value$2.6M (+$146.6K)
Filed 2026-11-06
Curbstone Financial Management Corp
UNCHANGED
Shares30,346 from 30,346
Change0 (0%)
Value$2.6M (+$146.0K)
Filed 2026-10-21
Excalibur Management Corp
INCREASED
Shares30,311 from 30,201
Change+110 (+0%)
Value$2.6M (+$154.7K)
Filed 2026-11-02
Alkeme Wealth, LLC
DECREASED
Shares30,307 from 30,574
Change-267 (-1%)
Value$2.6M (+$124.1K)
Filed 2026-10-08
Baker Avenue Asset Management, LP
INCREASED
Shares30,292 from 29,750
Change+542 (+2%)
Value$2.6M (+$189.8K)
Filed 2026-11-06
Towne Trust Company, N.a
INCREASED
Shares30,223 from 27,023
Change+3,200 (+12%)
Value$2.6M (+$405.4K)
Filed 2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED
Shares30,175 from 31,195
Change-1,020 (-3%)
Value$2.6M (+$62.2K)
Filed 2026-11-02
Relyea Zuckerberg Hanson LLC
DECREASED
Shares30,161 from 32,912
Change-2,751 (-8%)
Value$2.6M (-$78.5K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares30,094 from 26,422
Change+3,672 (+14%)
Value$2.6M (+$443.2K)
Filed 2026-11-04
Bellecapital International Ltd.
INCREASED
Shares30,077 from 29,274
Change+803 (+3%)
Value$2.6M (+$209.9K)
Filed 2026-10-21
ARS Wealth Advisors Group, LLC
INCREASED
Shares30,003 from 29,676
Change+327 (+1%)
Value$2.6M (+$170.9K)
Filed 2026-10-16
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$2.6M (+$144.3K)
Filed 2026-11-06
Atala Financial Inc
UNCHANGED
Shares29,912 from 29,912
Change0 (0%)
Value$2.6M (+$143.9K)
Filed 2026-10-22
Biltmore Family Office, LLC
DECREASED
Shares29,834 from 30,677
Change-843 (-3%)
Value$2.6M (+$74.6K)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares29,827 from 28,615
Change+1,212 (+4%)
Value$2.6M (+$241.9K)
Filed 2026-11-04
Point Windward Advisors Inc.
DECREASED
Shares29,759 from 36,779
Change-7,020 (-19%)
Value$2.6M (-$427.4K)
Filed 2026-11-06
Davis Capital Management
DECREASED
Shares29,676 from 30,834
Change-1,158 (-4%)
Value$2.6M (+$48.7K)
Filed 2026-10-08
Chapman Financial Group, LLC
DECREASED
Shares29,652 from 30,354
Change-702 (-2%)
Value$2.6M (+$85.6K)
Filed 2026-10-26
Ferguson Wellman Capital Management, Inc
DECREASED
Shares29,640 from 29,983
Change-343 (-1%)
Value$2.6M (+$114.7K)
Filed 2026-10-05
O'Domhnaill Enterprises, Inc.
DECREASED
Shares29,394 from 33,413
Change-4,019 (-12%)
Value$2.5M (-$185.3K)
Filed 2026-10-29
PFC Capital Group, Inc.
DECREASED
Shares29,277 from 29,376
Change-99 (0%)
Value$2.5M (+$133.2K)
Filed 2026-11-06
Portside Wealth Group, LLC
INCREASED
Shares29,257 from 27,720
Change+1,537 (+6%)
Value$2.5M (+$265.6K)
Filed 2026-10-20
Piscataqua Savings Bank
INCREASED
Shares29,241 from 2,819
Change+26,422 (+937%)
Value$2.5M (+$2.3M)
Filed 2026-10-21
Correct Capital Wealth Management
DECREASED
Shares29,227 from 29,237
Change-10 (0%)
Value$2.5M (+$139.8K)
Filed 2026-11-02
Winch Advisory Services, LLC
DECREASED
Shares29,182 from 29,773
Change-591 (-2%)
Value$2.5M (+$92.3K)
Filed 2026-11-06
Symphony Financial, Ltd. Co.
DECREASED
Shares29,174 from 32,245
Change-3,071 (-10%)
Value$2.5M (-$119.0K)
Filed 2026-10-22
Inman Jager Wealth Management, LLC
DECREASED
Shares29,102 from 29,140
Change-38 (0%)
Value$2.5M (+$136.9K)
Filed 2026-11-05
Brady Martz Wealth Solutions, LLC
DECREASED
Shares29,054 from 30,156
Change-1,102 (-4%)
Value$2.5M (+$50.2K)
Filed 2026-11-05
Obermeyer Wealth Partners
INCREASED
Shares29,038 from 28,995
Change+43 (+0%)
Value$2.5M (+$143.2K)
Filed 2026-10-21
Uhlmann Price Securities, LLC
INCREASED
Shares28,961 from 28,080
Change+881 (+3%)
Value$2.5M (+$210.9K)
Filed 2026-11-03
Silverlake Wealth Management LLC
DECREASED
Shares28,502 from 28,607
Change-105 (0%)
Value$2.5M (+$128.6K)
Filed 2026-10-21
Heritage Wealth Management, Inc.
INCREASED
Shares28,480 from 27,612
Change+868 (+3%)
Value$2.5M (+$207.5K)
Filed 2026-10-28
Marks Group Wealth Management, Inc
DECREASED
Shares28,417 from 30,165
Change-1,748 (-6%)
Value$2.4M (-$5.3K)
Filed 2026-11-05
Howard Capital Management, LLC
DECREASED
Shares28,343 from 28,653
Change-310 (-1%)
Value$2.4M (+$111.1K)
Filed 2026-10-16
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares28,316 from 28,316
Change0 (0%)
Value$2.4M (+$136.2K)
Filed 2026-10-19
Weaver Capital Management LLC
DECREASED
Shares28,307 from 30,211
Change-1,904 (-6%)
Value$2.4M (+$139.1K)
Filed 2026-10-15
Hudock, Inc.
DECREASED
Shares28,277 from 28,453
Change-176 (-1%)
Value$2.4M (+$121.7K)
Filed 2026-10-14
Bonness Enterprises Inc
UNCHANGED
Shares28,100 from 28,100
Change0 (0%)
Value$2.4M (+$135.2K)
Filed 2026-10-08
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares27,983 from 27,983
Change0 (0%)
Value$2.4M (+$134.6K)
Filed 2026-10-26
L. Roy Papp & Associates, LLP
DECREASED
Shares27,809 from 30,049
Change-2,240 (-7%)
Value$2.4M (-$48.3K)
Filed 2026-10-21
Silver Lake Advisory, LLC
INCREASED
Shares27,794 from 27,640
Change+154 (+1%)
Value$2.4M (+$146.2K)
Filed 2026-10-22
Marion Wealth Management
INCREASED
Shares27,790 from 27,241
Change+549 (+2%)
Value$2.4M (+$178.3K)
Filed 2026-10-22
Fruth Investment Management
UNCHANGED
Shares27,625 from 27,625
Change0 (0%)
Value$2.4M (+$132.0K)
Filed 2026-10-13
Alta Advisers Ltd
INCREASED
Shares27,610 from 14,710
Change+12,900 (+88%)
Value$2.4M (+$1.2M)
Filed 2026-11-02
Finer Wealth Management, Inc.
DECREASED
Shares27,582 from 27,638
Change-56 (0%)
Value$2.4M (+$128.0K)
Filed 2026-10-16
Catalyst Financial Partners LLC
INCREASED
Shares27,432 from 26,432
Change+1,000 (+4%)
Value$2.4M (+$213.2K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares27,276 from 11,948
Change+15,328 (+128%)
Value$2.4M (+$1.4M)
Filed 2026-11-03
Aspen Investment Management Inc
INCREASED
Shares27,258 from 27,234
Change+24 (+0%)
Value$2.3M (+$133.0K)
Filed 2026-11-05
Sendero Wealth Management, LLC
INCREASED
Shares27,257 from 19,205
Change+8,052 (+42%)
Value$2.3M (+$785.5K)
Filed 2026-10-14
71 West Capital Partners
INCREASED
Shares27,101 from 20,518
Change+6,583 (+32%)
Value$2.3M (+$665.4K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares26,941 from 27,042
Change-101 (0%)
Value$2.3M (+$121.4K)
Filed 2026-11-03
Veracity Capital LLC
INCREASED
Shares26,898 from 26,620
Change+278 (+1%)
Value$2.3M (+$152.0K)
Filed 2026-10-08
Retirement Planning Group, LLC
INCREASED
Shares26,820 from 24,971
Change+1,849 (+7%)
Value$2.3M (+$279.3K)
Filed 2026-10-19
LVM Capital Management LTD
INCREASED
Shares26,808 from 26,748
Change+60 (+0%)
Value$2.3M (+$133.6K)
Filed 2026-10-20
Deseret Mutual Benefit Administrators
INCREASED
Shares26,798 from 25,732
Change+1,066 (+4%)
Value$2.3M (+$215.5K)
Filed 2026-11-04
ANB Bank
DECREASED
Shares26,784 from 26,914
Change-130 (0%)
Value$2.3M (+$118.3K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares26,769 from 30,975
Change-4,206 (-14%)
Value$2.3M (-$213.0K)
Filed 2026-10-27
Kathmere Capital Management, LLC
INCREASED
Shares26,736 from 23,242
Change+3,494 (+15%)
Value$2.3M (+$412.6K)
Filed 2026-10-20
Canandaigua National Trust Co of Florida
NEW
Shares26,694
Change+26,694
Value$2.3M
Filed 2026-10-07
Providence Wealth Advisors, LLC
INCREASED
Shares26,662 from 26,646
Change+16 (+0%)
Value$2.3M (+$58.9K)
Filed 2026-10-29
VCI Wealth Management LLC
DECREASED
Shares26,562 from 32,956
Change-6,394 (-19%)
Value$2.3M (-$391.9K)
Filed 2026-10-29
InvesTrust
DECREASED
Shares26,484 from 30,474
Change-3,990 (-13%)
Value$2.3M (-$196.9K)
Filed 2026-10-14
Fairvoy Private Wealth, LLC
INCREASED
Shares26,438 from 14,640
Change+11,798 (+81%)
Value$2.3M (+$1.1M)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
INCREASED
Shares26,411 from 25,955
Change+456 (+2%)
Value$2.3M (+$164.1K)
Filed 2026-10-05
Vista Investment Partners LLC
INCREASED
Shares26,298 from 26,237
Change+61 (+0%)
Value$2.3M (+$131.4K)
Filed 2026-10-08
Trust Point Inc.
INCREASED
Shares26,117 from 25,319
Change+798 (+3%)
Value$2.2M (+$190.5K)
Filed 2026-10-27
Hudson Canyon Capital Management
DECREASED
Shares26,107 from 27,722
Change-1,615 (-6%)
Value$2.2M (-$5.7K)
Filed 2026-11-04
Blueprint Investment Partners LLC
INCREASED
Shares26,069 from 25,179
Change+890 (+4%)
Value$2.2M (+$197.8K)
Filed 2026-10-28
Stevens Capital Partners
INCREASED
Shares26,015 from 24,784
Change+1,231 (+5%)
Value$2.2M (+$225.3K)
Filed 2026-10-29
United Community Bank
INCREASED
Shares25,910 from 25,338
Change+572 (+2%)
Value$2.2M (+$171.1K)
Filed 2026-10-28
M.E. Allison & Co., Inc.
INCREASED
Shares25,865 from 25,814
Change+51 (+0%)
Value$2.2M (+$128.6K)
Filed 2026-10-09
Emerald Advisors, LLC
DECREASED
Shares25,821 from 26,545
Change-724 (-3%)
Value$2.2M (+$65.3K)
Filed 2026-10-13
Harrell Investment Partners, LLC
INCREASED
Shares25,811 from 25,791
Change+20 (+0%)
Value$2.2M (+$125.8K)
Filed 2026-10-15
Aviance Capital Partners, LLC
INCREASED
Shares25,800 from 25,658
Change+142 (+1%)
Value$2.2M (+$135.7K)
Filed 2026-10-29
Greenfield Savings Bank
DECREASED
Shares25,789 from 26,483
Change-694 (-3%)
Value$2.2M (+$67.6K)
Filed 2026-10-07
Boltwood Capital Management
DECREASED
Shares25,756 from 25,983
Change-227 (-1%)
Value$2.2M (+$105.4K)
Filed 2026-10-02
Pekin Hardy Strauss, Inc.
DECREASED
Shares25,633 from 26,838
Change-1,205 (-4%)
Value$2.2M (+$25.4K)
Filed 2026-11-02
Westhampton Capital, LLC
DECREASED
Shares25,630 from 26,755
Change-1,125 (-4%)
Value$2.2M (+$31.9K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
INCREASED
Shares25,512 from 24,927
Change+585 (+2%)
Value$2.2M (+$170.3K)
Filed 2026-10-13
Aull & Monroe Investment Management Corp
DECREASED
Shares25,375 from 25,513
Change-138 (-1%)
Value$2.2M (+$110.9K)
Filed 2026-10-16
Legacy Private Trust Co.
INCREASED
Shares25,293 from 20,542
Change+4,751 (+23%)
Value$2.2M (+$507.8K)
Filed 2026-10-06
Laurion Capital Management LP
DECREASED
Shares25,289 from 33,378
Change-8,089 (-24%)
Value$2.2M (-$535.8K)
Filed 2026-10-30
Focus Financial Network, Inc.
INCREASED
Shares25,270 from 25,252
Change+18 (+0%)
Value$2.2M (+$123.0K)
Filed 2026-10-14
Lee Financial Co
INCREASED
Shares25,186 from 25,177
Change+9 (+0%)
Value$2.2M (+$121.7K)
Filed 2026-10-16
Northern Financial Advisors Inc
DECREASED
Shares25,171 from 25,208
Change-37 (0%)
Value$2.2M (+$118.1K)
Filed 2026-10-29
Heartwood Wealth Advisors LLC
DECREASED
Shares25,144 from 25,464
Change-320 (-1%)
Value$2.2M (+$94.9K)
Filed 2026-10-05
Perpetual Ltd
DECREASED
Shares25,109 from 27,212
Change-2,103 (-8%)
Value$2.2M (-$50.1K)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares25,089 from 24,898
Change+191 (+1%)
Value$2.2M (+$136.2K)
Filed 2026-11-05
Smith Shellnut Wilson LLC
INCREASED
Shares25,060 from 23,526
Change+1,534 (+7%)
Value$2.2M (+$245.2K)
Filed 2026-10-21
JGP Wealth Management, LLC
INCREASED
Shares25,011 from 23,794
Change+1,217 (+5%)
Value$2.2M (+$219.2K)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares24,875 from 20,186
Change+4,689 (+23%)
Value$2.1M (+$500.7K)
Filed 2026-11-02
Center for Wealth Management Advisory
INCREASED
Shares24,863 from 23,983
Change+880 (+4%)
Value$2.1M (+$191.1K)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
DECREASED
Shares24,862 from 24,921
Change-59 (0%)
Value$2.1M (+$114.7K)
Filed 2026-10-22
Kentucky Trust Co
DECREASED
Shares24,817 from 24,892
Change-75 (0%)
Value$2.1M (+$113.3K)
Filed 2026-10-15
Financial Harvest, LLC
INCREASED
Shares24,814 from 24,493
Change+321 (+1%)
Value$2.1M (+$145.4K)
Filed 2026-10-15
Eclectic Associates Inc
INCREASED
Shares24,792 from 24,746
Change+46 (+0%)
Value$2.1M (+$123.0K)
Filed 2026-10-09
Uniting Wealth Partners, LLC
DECREASED
Shares24,771 from 34,687
Change-9,916 (-29%)
Value$2.1M (-$691.9K)
Filed 2026-11-06
Valicenti Advisory Services Inc
DECREASED
Shares24,763 from 25,733
Change-970 (-4%)
Value$2.1M (+$41.0K)
Filed 2026-10-23
Legacy Wealth Asset Management, LLC
INCREASED
Shares24,762 from 12,585
Change+12,177 (+97%)
Value$2.1M (+$1.1M)
Filed 2026-10-09
Lawood & Co
DECREASED
Shares24,715 from 25,145
Change-430 (-2%)
Value$2.1M (+$83.9K)
Filed 2026-10-09
Premier Path Wealth Partners, LLC
INCREASED
Shares24,554 from 19,399
Change+5,155 (+27%)
Value$2.1M (+$537.0K)
Filed 2026-10-16
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares24,501 from 24,836
Change-335 (-1%)
Value$2.1M (+$90.6K)
Filed 2026-11-02
Financial Council, LLC
UNCHANGED
Shares24,361 from 24,361
Change0 (0%)
Value$2.1M (+$117.2K)
Filed 2026-11-02
Burford Brothers, Inc.
INCREASED
Shares24,271 from 24,262
Change+9 (+0%)
Value$2.1M (+$117.5K)
Filed 2026-10-21
Center for Financial Planning, Inc.
INCREASED
Shares24,220 from 23,097
Change+1,123 (+5%)
Value$2.1M (+$207.8K)
Filed 2026-10-26
Meridian Management Co
DECREASED
Shares24,000 from 25,785
Change-1,785 (-7%)
Value$2.1M (-$29.6K)
Filed 2026-11-06
TritonPoint Partners, LLC
DECREASED
Shares23,886 from 52,443
Change-28,557 (-54%)
Value$2.1M (-$2.2M)
Filed 2026-11-05
Scott & Selber, Inc.
DECREASED
Shares23,832 from 23,846
Change-14 (0%)
Value$2.1M (+$113.5K)
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares23,640 from 23,640
Change0 (0%)
Value$2.0M (+$113.7K)
Filed 2026-10-05
Bedel Financial Consulting, Inc.
DECREASED
Shares23,516 from 24,034
Change-518 (-2%)
Value$2.0M (+$71.0K)
Filed 2026-11-06
Moneco Advisors, LLC
INCREASED
Shares23,510 from 23,491
Change+19 (+0%)
Value$2.0M (+$114.6K)
Filed 2026-11-05
Kingsman Wealth Management, Inc.
INCREASED
Shares23,504 from 14,610
Change+8,894 (+61%)
Value$2.0M (+$835.9K)
Filed 2026-10-13
Adirondack Trust Co
DECREASED
Shares23,457 from 27,556
Change-4,099 (-15%)
Value$2.0M (-$220.3K)
Filed 2026-10-14
XML Financial, LLC
DECREASED
Shares23,395 from 25,818
Change-2,423 (-9%)
Value$2.0M (-$84.4K)
Filed 2026-10-29
LVW Advisors, LLC
DECREASED
Shares23,370 from 24,203
Change-833 (-3%)
Value$2.0M (+$44.7K)
Filed 2026-10-19
3Chopt Investment Partners, LLC
INCREASED
Shares23,368 from 21,763
Change+1,605 (+7%)
Value$2.0M (+$244.3K)
Filed 2026-10-30
BayBridge Capital Group, LLC
INCREASED
Shares23,329 from 21,044
Change+2,285 (+11%)
Value$2.0M (+$297.9K)
Filed 2026-10-13
Home Federal Bank of Tennessee
DECREASED
Shares23,157 from 24,122
Change-965 (-4%)
Value$2.0M (+$33.0K)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares23,136 from 27,610
Change-4,474 (-16%)
Value$2.0M (-$252.0K)
Filed 2026-10-14
Fragasso Financial Advisors Inc
INCREASED
Shares23,104 from 8,775
Change+14,329 (+163%)
Value$2.0M (+$1.3M)
Filed 2026-10-13
LaFleur & Godfrey LLC
DECREASED
Shares23,005 from 23,504
Change-499 (-2%)
Value$2.0M (+$70.1K)
Filed 2026-10-27
Burney Co/
DECREASED
Shares22,977 from 23,252
Change-275 (-1%)
Value$2.0M (+$88.2K)
Filed 2026-10-15
Maia Wealth LLC
INCREASED
Shares22,820 from 18,807
Change+4,013 (+21%)
Value$2.0M (+$435.9K)
Filed 2026-10-19
O'Brien Greene & Co. Inc
UNCHANGED
Shares22,761 from 22,761
Change0 (0%)
Value$2.0M (+$109.5K)
Filed 2026-11-05
Segment Wealth Management, LLC
INCREASED
Shares22,650 from 22,638
Change+12 (+0%)
Value$1.9M (+$109.9K)
Filed 2026-10-26
Berman McAleer LLC
DECREASED
Shares22,596 from 22,731
Change-135 (-1%)
Value$1.9M (+$97.7K)
Filed 2026-10-16
Calamos Wealth Management LLC
INCREASED
Shares22,346 from 22,112
Change+234 (+1%)
Value$1.9M (+$126.5K)
Filed 2026-11-02
Summit Place Financial Advisors, LLC
INCREASED
Shares22,295 from 22,149
Change+146 (+1%)
Value$1.9M (+$119.1K)
Filed 2026-10-23
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares22,276 from 22,406
Change-130 (-1%)
Value$1.9M (+$96.6K)
Filed 2026-10-19
First Merchants Corp
DECREASED
Shares22,257 from 22,440
Change-183 (-1%)
Value$1.9M (+$92.2K)
Filed 2026-10-15
Citizens & Northern Corp
DECREASED
Shares22,256 from 22,806
Change-550 (-2%)
Value$1.9M (+$62.4K)
Filed 2026-11-06
Luts & Greenleigh Group, Inc.
INCREASED
Shares22,195 from 22,015
Change+180 (+1%)
Value$1.9M (+$121.3K)
Filed 2026-11-05
Tranquility Partners, LLC
DECREASED
Shares22,171 from 22,604
Change-433 (-2%)
Value$1.9M (+$71.5K)
Filed 2026-10-20
Fiduciary Family Office, LLC
INCREASED
Shares22,151 from 17,109
Change+5,042 (+29%)
Value$1.9M (+$516.3K)
Filed 2026-11-04
Measured Risk Portfolios, Inc.
DECREASED
Shares22,126 from 23,747
Change-1,621 (-7%)
Value$1.9M (-$25.3K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
DECREASED
Shares22,115 from 30,148
Change-8,033 (-27%)
Value$1.9M (-$539.5K)
Filed 2026-10-26
Richards, Merrill & Peterson, Inc.
DECREASED
Shares22,103 from 22,279
Change-176 (-1%)
Value$1.9M (+$92.0K)
Filed 2026-10-19
Cooper Financial Group
INCREASED
Shares22,049 from 19,061
Change+2,988 (+16%)
Value$1.9M (+$348.8K)
Filed 2026-10-07
United Asset Strategies, Inc.
DECREASED
Shares22,038 from 22,186
Change-148 (-1%)
Value$1.9M (+$94.0K)
Filed 2026-10-28
Smith Thornton Advisors LLC
UNCHANGED
Shares22,036 from 22,036
Change0 (0%)
Value$1.9M (+$40.3K)
Filed 2026-10-16
First Bank & Trust
DECREASED
Shares22,014 from 24,943
Change-2,929 (-12%)
Value$1.9M (-$132.2K)
Filed 2026-10-19
Armbruster Capital Management, Inc.
INCREASED
Shares22,008 from 2,814
Change+19,194 (+682%)
Value$1.9M (+$1.7M)
Filed 2026-10-19
Nicholas Wealth, Llc.
INCREASED
Shares22,005 from 18,467
Change+3,538 (+19%)
Value$1.9M (+$393.4K)
Filed 2026-10-26
W Advisors, LLC
INCREASED
Shares21,951 from 21,874
Change+77 (+0%)
Value$1.9M (+$111.9K)
Filed 2026-11-02
International Assets Investment Management, LLC
DECREASED
Shares21,925 from 22,490
Change-565 (-3%)
Value$1.9M (+$59.6K)
Filed 2026-11-02
Promethium Advisors,llc
DECREASED
Shares21,902 from 22,002
Change-100 (0%)
Value$1.9M (+$97.0K)
Filed 2026-10-19
Salomon & Ludwin, LLC
UNCHANGED
Shares21,902 from 21,902
Change0 (0%)
Value$1.9M (+$104.9K)
Filed 2026-10-29
Boyd Watterson Asset Management LLC
UNCHANGED
Shares21,856 from 21,856
Change0 (0%)
Value$1.9M (+$105.1K)
Filed 2026-11-06
Monument Capital Management
INCREASED
Shares21,822 from 19,842
Change+1,980 (+10%)
Value$1.9M (+$265.9K)
Filed 2026-10-09
Chicago Trust Co NA
DECREASED
Shares21,791 from 23,488
Change-1,697 (-7%)
Value$1.9M (-$33.1K)
Filed 2026-10-28
Wynn Capital, LLC
DECREASED
Shares21,789 from 21,807
Change-18 (0%)
Value$1.9M (+$103.3K)
Filed 2026-10-13
AM Investment Strategies LLC
INCREASED
Shares21,648 from 21,307
Change+341 (+2%)
Value$1.9M (+$131.0K)
Filed 2026-11-05
Carson Advisory Inc.
INCREASED
Shares21,621 from 21,310
Change+311 (+1%)
Value$1.9M (+$129.3K)
Filed 2026-11-06
Diversified Enterprises, LLC
INCREASED
Shares21,618 from 18,821
Change+2,797 (+15%)
Value$1.9M (+$331.3K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares21,536 from 21,644
Change-108 (0%)
Value$1.9M (+$94.8K)
Filed 2026-10-27
Investment Partners, Ltd.
INCREASED
Shares21,507 from 13,527
Change+7,980 (+59%)
Value$1.9M (+$751.9K)
Filed 2026-10-29
Oppenheimer Asset Management Inc.
INCREASED
Shares21,486 from 20,334
Change+1,152 (+6%)
Value$1.8M (+$197.0K)
Filed 2026-10-27
Clark & Stuart, Inc
INCREASED
Shares21,444 from 21,442
Change+2 (+0%)
Value$1.9M (+$103.3K)
Filed 2026-10-14
Financial Security Advisor, Inc.
DECREASED
Shares21,410 from 22,108
Change-698 (-3%)
Value$1.9M (+$45.7K)
Filed 2026-11-03
Praetorian Wealth Management, Inc.
DECREASED
Shares21,400 from 25,630
Change-4,230 (-16%)
Value$1.8M (-$240.8K)
Filed 2026-10-16
Personal CFO Solutions, LLC
DECREASED
Shares21,367 from 26,859
Change-5,492 (-20%)
Value$1.9M (-$346.4K)
Filed 2026-11-06
McAdam, LLC
INCREASED
Shares21,341 from 20,656
Change+685 (+3%)
Value$1.8M (+$158.3K)
Filed 2026-10-21
Zions Bancorporation, National Association
DECREASED
Shares21,268 from 24,253
Change-2,985 (-12%)
Value$1.8M (-$140.3K)
Filed 2026-11-06
Brandywine OAK Private Wealth LLC
INCREASED
Shares21,201 from 21,078
Change+123 (+1%)
Value$1.8M (+$112.0K)
Filed 2026-10-23
Gibbs Wealth Management
INCREASED
Shares21,168 from 18,432
Change+2,736 (+15%)
Value$1.8M (+$324.1K)
Filed 2026-10-22
Brown, Lisle Ings, Inc.
INCREASED
Shares21,089 from 20,265
Change+824 (+4%)
Value$1.8M (+$168.4K)
Filed 2026-10-16
Traveka Wealth, LLC
DECREASED
Shares21,001 from 25,398
Change-4,397 (-17%)
Value$1.8M (-$256.4K)
Filed 2026-10-19
Summit Asset Management, LLC
DECREASED
Shares20,995 from 21,279
Change-284 (-1%)
Value$1.8M (+$77.9K)
Filed 2026-11-05
Diligent Investors, LLC
DECREASED
Shares20,853 from 21,630
Change-777 (-4%)
Value$1.8M (+$37.1K)
Filed 2026-10-21
RMR Wealth Builders
INCREASED
Shares20,807 from 20,669
Change+138 (+1%)
Value$1.8M (+$111.3K)
Filed 2026-10-22
St. Johns Investment Management Company, LLC
INCREASED
Shares20,800 from 20,622
Change+178 (+1%)
Value$1.8M (+$114.5K)
Filed 2026-10-30
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares20,754 from 18,929
Change+1,825 (+10%)
Value$1.8M (+$248.1K)
Filed 2026-10-09
Athena Wealth Management, LLC
INCREASED
Shares20,744 from 19,907
Change+837 (+4%)
Value$1.8M (+$167.8K)
Filed 2026-10-09
Essex Bank
DECREASED
Shares20,737 from 22,019
Change-1,282 (-6%)
Value$1.8M (-$4.4K)
Filed 2026-10-16
Plancorp, LLC
INCREASED
Shares20,721 from 17,005
Change+3,716 (+22%)
Value$1.9M (+$516.8K)
Filed 2026-11-03
Linscomb Wealth, Inc.
DECREASED
Shares20,692 from 21,081
Change-389 (-2%)
Value$1.8M (+$67.9K)
Filed 2026-11-05
PW Nova Financial Services LLC
DECREASED
Shares20,614 from 20,734
Change-120 (-1%)
Value$1.8M (+$89.4K)
Filed 2026-10-15
Revisor Wealth Management LLC
DECREASED
Shares20,573 from 27,423
Change-6,850 (-25%)
Value$1.9M (-$349.3K)
Filed 2026-10-20
Balentine LLC
DECREASED
Shares20,402 from 25,853
Change-5,451 (-21%)
Value$1.8M (-$344.9K)
Filed 2026-11-03
First Interstate Bank
DECREASED
Shares20,367 from 20,567
Change-200 (-1%)
Value$1.8M (+$81.7K)
Filed 2026-10-23
United Advisor Group, LLC
DECREASED
Shares20,348 from 22,090
Change-1,742 (-8%)
Value$1.8M (-$43.6K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
DECREASED
Shares20,307 from 20,350
Change-43 (0%)
Value$1.7M (+$94.2K)
Filed 2026-10-21
Sanders Morris Harris LLC
INCREASED
Shares20,291 from 16,565
Change+3,726 (+22%)
Value$1.8M (+$435.5K)
Filed 2026-10-14
Culbertson A N & Co Inc
DECREASED
Shares20,256 from 20,336
Change-80 (0%)
Value$1.7M (+$90.9K)
Filed 2026-10-21
Winebrenner Capital Management LLC
INCREASED
Shares20,176 from 20,172
Change+4 (+0%)
Value$1.7M (+$97.4K)
Filed 2026-10-07
WealthPLAN Partners, LLC
INCREASED
Shares20,168 from 15,784
Change+4,384 (+28%)
Value$1.7M (+$453.3K)
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares20,155 from 15,325
Change+4,830 (+32%)
Value$1.7M (+$489.5K)
Filed 2026-11-04
Bluedoor Private Wealth, LLC
INCREASED
Shares20,147 from 20,019
Change+128 (+1%)
Value$1.7M (+$107.3K)
Filed 2026-11-05
HBW Advisory Services LLC
INCREASED
Shares20,092 from 18,609
Change+1,483 (+8%)
Value$1.7M (+$217.2K)
Filed 2026-10-15
Little House Capital LLC
INCREASED
Shares20,051 from 19,746
Change+305 (+2%)
Value$1.7M (+$121.2K)
Filed 2026-11-06
Convergence Investment Partners, LLC
DECREASED
Shares19,948 from 20,092
Change-144 (-1%)
Value$1.7M (+$84.2K)
Filed 2026-10-28
Bank & Trust Co
DECREASED
Shares19,841 from 20,092
Change-251 (-1%)
Value$1.7M (+$75.0K)
Filed 2026-10-07
JSF Financial, LLC
INCREASED
Shares19,840 from 3,229
Change+16,611 (+514%)
Value$1.7M (+$1.4M)
Filed 2026-10-22
Nordwand Advisors, LLC
INCREASED
Shares19,826 from 19,467
Change+359 (+2%)
Value$1.7M (+$124.5K)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares19,709 from 19,201
Change+508 (+3%)
Value$1.7M (+$58.5K)
Filed 2026-10-30
Paradigm Asset Management Co LLC
DECREASED
Shares19,700 from 21,600
Change-1,900 (-9%)
Value$1.7M (-$59.7K)
Filed 2026-11-05
Angeles Wealth Management, LLC
DECREASED
Shares19,643 from 20,327
Change-684 (-3%)
Value$1.7M (+$38.4K)
Filed 2026-10-26
Atlas Brown,Inc.
DECREASED
Shares19,636 from 19,721
Change-85 (0%)
Value$1.7M (+$87.5K)
Filed 2026-10-09
Guilbault Capital LLC
DECREASED
Shares19,630 from 19,905
Change-275 (-1%)
Value$1.7M (+$72.1K)
Filed 2026-10-28
Klingman & Associates, LLC
INCREASED
Shares19,619 from 19,130
Change+489 (+3%)
Value$1.7M (+$134.1K)
Filed 2026-10-20
Advisors Management Group Inc
INCREASED
Shares19,605 from 18,022
Change+1,583 (+9%)
Value$1.7M (+$223.0K)
Filed 2026-11-05
High Net Worth Advisory Group LLC
UNCHANGED
Shares19,479 from 19,479
Change0 (0%)
Value$1.7M (+$93.7K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares19,403 from 18,126
Change+1,277 (+7%)
Value$1.7M (+$197.7K)
Filed 2026-10-16
Peoples Financial Services Corp.
DECREASED
Shares19,349 from 19,556
Change-207 (-1%)
Value$1.7M (+$76.3K)
Filed 2026-10-20
Norway Savings Bank
UNCHANGED
Shares19,303 from 19,303
Change0 (0%)
Value$1.7M (+$92.8K)
Filed 2026-10-20
Knuff & Co LLC
UNCHANGED
Shares19,300 from 19,300
Change0 (0%)
Value$1.7M (+$92.8K)
Filed 2026-11-06
Philadelphia Trust Co
DECREASED
Shares19,269 from 19,469
Change-200 (-1%)
Value$1.7M (+$77.0K)
Filed 2026-11-05
Cordatus Wealth Management LLC
DECREASED
Shares19,266 from 19,436
Change-170 (-1%)
Value$1.7M (+$78.9K)
Filed 2026-10-19
Delta Financial Advisors LLC
INCREASED
Shares19,256 from 19,054
Change+202 (+1%)
Value$1.7M (+$109.0K)
Filed 2026-10-27
Forum Financial Management, LP
DECREASED
Shares19,217 from 21,837
Change-2,620 (-12%)
Value$1.7M (-$120.5K)
Filed 2026-10-16
Versant Capital Management, Inc
INCREASED
Shares19,182 from 16,522
Change+2,660 (+16%)
Value$1.7M (+$308.4K)
Filed 2026-10-02
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares19,169 from 18,959
Change+210 (+1%)
Value$1.7M (+$109.3K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares19,141 from 18,838
Change+303 (+2%)
Value$1.6M (+$116.7K)
Filed 2026-11-05
Generali Investments, Management Co LLC
DECREASED
Shares19,115 from 23,397
Change-4,282 (-18%)
Value$1.6M (-$256.1K)
Filed 2026-10-19
Wealth Group, Ltd.
DECREASED
Shares19,106 from 60,500
Change-41,394 (-68%)
Value$1.6M (-$3.3M)
Filed 2026-10-30
Members Wealth LLC
INCREASED
Shares19,086 from 18,824
Change+262 (+1%)
Value$1.6M (+$108.1K)
Filed 2026-10-20
Partners Wealth Management, LLC
INCREASED
Shares18,971 from 9,910
Change+9,061 (+91%)
Value$1.6M (+$837.9K)
Filed 2026-10-28
Rudd Co d/b/a Styre Wealth
NEW
Shares18,888
Change+18,888
Value$1.8M
Filed 2026-10-29
Procyon Advisors, LLC
INCREASED
Shares18,862 from 18,174
Change+688 (+4%)
Value$1.6M (+$146.7K)
Filed 2026-10-21
Sterling Investment Advisors, Ltd.
DECREASED
Shares18,844 from 19,583
Change-739 (-4%)
Value$1.6M (+$30.6K)
Filed 2026-10-27
Rhodes Investment Advisors Inc
UNCHANGED
Shares18,839 from 18,839
Change0 (0%)
Value$1.6M (+$90.6K)
Filed 2026-10-07
Kennedy Investment Group, Inc.
INCREASED
Shares18,824 from 18,765
Change+59 (+0%)
Value$1.6M (+$95.3K)
Filed 2026-10-21
Hedeker Wealth, LLC
DECREASED
Shares18,780 from 18,887
Change-107 (-1%)
Value$1.6M (+$81.7K)
Filed 2026-10-23
Smith Chas P & Associates PA Cpas
INCREASED
Shares18,760 from 18,478
Change+282 (+2%)
Value$1.8M (+$259.8K)
Filed 2026-10-22
Tobam
INCREASED
Shares18,745 from 13,002
Change+5,743 (+44%)
Value$1.6M (+$557.0K)
Filed 2026-11-03
ROI Financial Advisors, LLC
INCREASED
Shares18,603 from 18,439
Change+164 (+1%)
Value$1.6M (+$102.8K)
Filed 2026-10-19
Triad Wealth Partners, LLC
DECREASED
Shares18,503 from 19,368
Change-865 (-4%)
Value$1.6M (-$89.6K)
Filed 2026-10-26
AA Financial Advisors, LLC
INCREASED
Shares18,402 from 17,411
Change+991 (+6%)
Value$1.6M (+$169.0K)
Filed 2026-10-19
Providence First Trust Co
INCREASED
Shares18,303 from 11,972
Change+6,331 (+53%)
Value$1.6M (+$602.6K)
Filed 2026-11-02
Diversified Management Inc
INCREASED
Shares18,266 from 8,832
Change+9,434 (+107%)
Value$1.6M (+$854.6K)
Filed 2026-10-08
Resonant Capital Advisors, LLC
INCREASED
Shares18,263 from 16,333
Change+1,930 (+12%)
Value$1.6M (+$245.5K)
Filed 2026-10-15
Markowski Investments
INCREASED
Shares18,200 from 18,155
Change+45 (+0%)
Value$1.6M (+$91.2K)
Filed 2026-10-30
Stiles Financial Services Inc
DECREASED
Shares18,196 from 18,857
Change-661 (-4%)
Value$1.6M (+$33.8K)
Filed 2026-10-30
Courier Capital LLC
DECREASED
Shares18,184 from 18,266
Change-82 (0%)
Value$1.6M (+$80.8K)
Filed 2026-10-19
Bria Capital Group, LLC
INCREASED
Shares18,087 from 15,288
Change+2,799 (+18%)
Value$1.6M (+$314.5K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares18,081 from 18,501
Change-420 (-2%)
Value$1.6M (+$52.8K)
Filed 2026-10-30
Garrison Bradford & Associates Inc
NEW
Shares18,000
Change+18,000
Value$1.5M
Filed 2026-10-27
Meridian Financial Partners LLC
DECREASED
Shares17,990 from 18,067
Change-77 (0%)
Value$1.7M (+$165.5K)
Filed 2026-10-23
Eagle Bay Advisors LLC
INCREASED
Shares17,958 from 17,692
Change+266 (+2%)
Value$1.6M (+$108.2K)
Filed 2026-10-16
Brady Family Wealth, LLC
INCREASED
Shares17,958 from 17,906
Change+52 (+0%)
Value$1.5M (+$90.6K)
Filed 2026-11-02
Ninety One UK Ltd
INCREASED
Shares17,851 from 3,309
Change+14,542 (+439%)
Value$1.5M (+$1.3M)
Filed 2026-10-15
Gerald Baker Financial Group LLC
INCREASED
Shares17,824 from 17,760
Change+64 (+0%)
Value$1.5M (+$91.0K)
Filed 2026-10-09
Zega Investments, LLC
INCREASED
Shares17,796 from 17,668
Change+128 (+1%)
Value$1.5M (+$96.0K)
Filed 2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares17,692 from 18,370
Change-678 (-4%)
Value$1.5M (+$30.0K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED
Shares17,650 from 17,552
Change+98 (+1%)
Value$1.3M (-$4.9K)
Filed 2026-11-04
First Affirmative Financial Network
NEW
Shares17,628
Change+17,628
Value$1.5M
Filed 2026-10-21
Krilogy Financial LLC
INCREASED
Shares17,487 from 15,311
Change+2,176 (+14%)
Value$1.6M (+$325.9K)
Filed 2026-10-13
Golden Reserve Retirement LLC
INCREASED
Shares17,475 from 11,441
Change+6,034 (+53%)
Value$1.5M (+$574.5K)
Filed 2026-11-02
Aldebaran Financial Inc.
INCREASED
Shares17,452 from 17,366
Change+86 (+1%)
Value$1.5M (+$90.9K)
Filed 2026-11-06
Barr E S & Co
DECREASED
Shares17,404 from 17,554
Change-150 (-1%)
Value$1.5M (+$71.5K)
Filed 2026-11-06
Chapin Davis, Inc.
DECREASED
Shares17,383 from 17,416
Change-33 (0%)
Value$1.5M (+$80.9K)
Filed 2026-10-09
Shulman DeMeo Asset Management LLC
DECREASED
Shares17,230 from 17,699
Change-469 (-3%)
Value$1.5M (+$52.1K)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
DECREASED
Shares17,170 from 19,409
Change-2,239 (-12%)
Value$1.5M (-$99.3K)
Filed 2026-10-21
Butensky & Cohen Financial Security, Inc
INCREASED
Shares17,134 from 17,098
Change+36 (+0%)
Value$1.5M (+$85.3K)
Filed 2026-10-13
Central Bank & Trust Co
INCREASED
Shares17,104 from 16,469
Change+635 (+4%)
Value$1.5M (+$133.9K)
Filed 2026-10-09
Key FInancial Inc
INCREASED
Shares17,094 from 16,899
Change+195 (+1%)
Value$1.5M (+$98.1K)
Filed 2026-11-02
Foguth Wealth Management, Llc.
INCREASED
Shares17,037 from 16,357
Change+680 (+4%)
Value$1.6M (+$256.5K)
Filed 2026-10-19
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$1.5M (+$81.8K)
Filed 2026-11-06
Bell Bank
DECREASED
Shares16,964 from 29,351
Change-12,387 (-42%)
Value$1.5M (-$925.1K)
Filed 2026-10-21
Marathon Capital Management
DECREASED
Shares16,942 from 16,946
Change-4 (0%)
Value$1.5M (+$81.2K)
Filed 2026-10-23
Lewis Asset Management, LLC
INCREASED
Shares16,934 from 16,776
Change+158 (+1%)
Value$1.5M (+$103.2K)
Filed 2026-10-14
Mayfair Advisory Group, LLC
DECREASED
Shares16,882 from 16,942
Change-60 (0%)
Value$1.5M (+$59.7K)
Filed 2026-10-20
RKL Wealth Management LLC
INCREASED
Shares16,879 from 16,308
Change+571 (+4%)
Value$1.5M (+$127.6K)
Filed 2026-10-16
Rayburn West Financial Services LLC
DECREASED
Shares16,850 from 16,860
Change-10 (0%)
Value$1.5M (+$80.2K)
Filed 2026-11-03
Shelton Wealth Management, LLC
DECREASED
Shares16,813 from 17,100
Change-287 (-2%)
Value$1.4M (+$57.5K)
Filed 2026-10-16
Grey Ledge Advisors, LLC
DECREASED
Shares16,752 from 16,807
Change-55 (0%)
Value$1.4M (+$76.1K)
Filed 2026-11-02
Means Investment Co., Inc.
DECREASED
Shares16,746 from 17,074
Change-328 (-2%)
Value$1.4M (+$53.9K)
Filed 2026-11-03
Garton & Associates Financial Advisors LLC
INCREASED
Shares16,690 from 16,683
Change+7 (+0%)
Value$1.4M (+$80.8K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares16,687 from 14,615
Change+2,072 (+14%)
Value$1.4M (+$248.7K)
Filed 2026-10-07
Abel Hall, LLC
DECREASED
Shares16,602 from 16,686
Change-84 (0%)
Value$1.4M (+$73.0K)
Filed 2026-10-19
Global Trust Wealth Management LLC
INCREASED
Shares16,571 from 16,525
Change+46 (+0%)
Value$1.4M (+$83.4K)
Filed 2026-10-14
Altfest L J & Co Inc
INCREASED
Shares16,552 from 16,291
Change+261 (+2%)
Value$1.4M (+$100.9K)
Filed 2026-10-27
Aire Advisors, LLC
DECREASED
Shares16,500 from 16,838
Change-338 (-2%)
Value$1.4M (+$51.9K)
Filed 2026-10-22
Provident Investment Management, Inc.
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$1.4M (+$79.4K)
Filed 2026-10-23
Cypress Point Wealth Management, LLC
INCREASED
Shares16,489 from 16,286
Change+203 (+1%)
Value$1.4M (+$95.8K)
Filed 2026-11-03
Barlow Wealth Partners, LLC
INCREASED
Shares16,477 from 16,061
Change+416 (+3%)
Value$1.4M (+$80.3K)
Filed 2026-10-15
Moss Adams Wealth Advisors LLC
DECREASED
Shares16,397 from 18,567
Change-2,170 (-12%)
Value$1.4M (-$98.6K)
Filed 2026-10-28
Grove Bank & Trust
INCREASED
Shares16,392 from 16,306
Change+86 (+1%)
Value$1.4M (+$85.8K)
Filed 2026-10-08
Romano Brothers and Company
INCREASED
Shares16,378 from 15,448
Change+930 (+6%)
Value$1.4M (+$154.4K)
Filed 2026-10-22
Fiduciary Alliance LLC
DECREASED
Shares16,247 from 18,722
Change-2,475 (-13%)
Value$1.4M (-$123.0K)
Filed 2026-10-13
Waycross Partners, LLC
NEW
Shares16,213
Change+16,213
Value$1.4M
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares16,204 from 13,969
Change+2,235 (+16%)
Value$1.4M (+$259.7K)
Filed 2026-10-29
WBH Advisory Inc
INCREASED
Shares16,178 from 15,075
Change+1,103 (+7%)
Value$1.4M (+$167.5K)
Filed 2026-11-05
AdvisorNet Financial, Inc
DECREASED
Shares16,090 from 16,135
Change-45 (0%)
Value$1.5M (+$165.5K)
Filed 2026-10-15
Langley Wealth Management, LLC
INCREASED
Shares16,069 from 16,066
Change+3 (+0%)
Value$1.4M (+$77.5K)
Filed 2026-11-04
Autumn Glory Partners, LLC
DECREASED
Shares16,037 from 18,438
Change-2,401 (-13%)
Value$1.4M (-$118.0K)
Filed 2026-10-26
Tred Avon Family Wealth, LLC
INCREASED
Shares15,940 from 15,794
Change+146 (+1%)
Value$1.4M (+$88.5K)
Filed 2026-10-20
G&S Capital LLC
DECREASED
Shares15,917 from 16,216
Change-299 (-2%)
Value$1.4M (+$52.3K)
Filed 2026-10-23
Windsor Capital Management, LLC
INCREASED
Shares15,899 from 15,882
Change+17 (+0%)
Value$1.4M (+$77.8K)
Filed 2026-10-13
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares15,880 from 16,144
Change-264 (-2%)
Value$1.4M (+$54.9K)
Filed 2026-11-02
Gleason Group, Inc.
INCREASED
Shares15,800 from 15,701
Change+99 (+1%)
Value$1.4M (+$84.1K)
Filed 2026-10-15
Childress Capital Advisors, LLC
INCREASED
Shares15,770 from 15,400
Change+370 (+2%)
Value$1.4M (+$105.9K)
Filed 2026-10-28
Cadinha & Co LLC
INCREASED
Shares15,736 from 15,486
Change+250 (+2%)
Value$1.4M (+$96.0K)
Filed 2026-10-22
Mainsail Financial Group, LLC
DECREASED
Shares15,677 from 15,880
Change-203 (-1%)
Value$1.3M (+$58.9K)
Filed 2026-10-23
Newman Dignan & Sheerar, Inc.
INCREASED
Shares15,636 from 14,082
Change+1,554 (+11%)
Value$1.3M (+$201.5K)
Filed 2026-10-21
Wealth Quarterback LLC
INCREASED
Shares15,624 from 15,314
Change+310 (+2%)
Value$1.3M (+$100.3K)
Filed 2026-10-20
Register Financial Advisors LLC
DECREASED
Shares15,598 from 15,767
Change-169 (-1%)
Value$1.3M (+$61.3K)
Filed 2026-10-23
FNY Investment Advisers, LLC
INCREASED
Shares15,580 from 13,200
Change+2,380 (+18%)
Value$1.3M (+$269.0K)
Filed 2026-10-16
Harold Davidson & Associates Inc.
DECREASED
Shares15,475 from 16,602
Change-1,127 (-7%)
Value$1.3M (-$17.2K)
Filed 2026-10-29
YHB Investment Advisors, Inc.
DECREASED
Shares15,465 from 15,545
Change-80 (-1%)
Value$1.3M (+$67.9K)
Filed 2026-10-08
Perryman Financial Advisory Inc
INCREASED
Shares15,461 from 15,264
Change+197 (+1%)
Value$1.3M (+$90.4K)
Filed 2026-10-16
World Equity Group, Inc.
DECREASED
Shares15,369 from 21,156
Change-5,787 (-27%)
Value$1.3M (-$388.9K)
Filed 2026-10-14
Elevate Capital Advisors, LLC
DECREASED
Shares15,357 from 17,902
Change-2,545 (-14%)
Value$1.3M (-$133.0K)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares15,236 from 14,216
Change+1,020 (+7%)
Value$1.3M (+$156.2K)
Filed 2026-10-14
Richard Young Associates, Ltd.
INCREASED
Shares15,223 from 14,565
Change+658 (+5%)
Value$1.3M (+$126.7K)
Filed 2026-11-03
Blue Fin Capital, Inc.
DECREASED
Shares15,183 from 15,652
Change-469 (-3%)
Value$1.3M (+$34.9K)
Filed 2026-10-28
Powers Advisory Group, LLC
DECREASED
Shares15,175 from 15,705
Change-530 (-3%)
Value$1.3M (+$29.9K)
Filed 2026-10-14
Beam Wealth Advisors, Inc.
DECREASED
Shares15,170 from 18,247
Change-3,077 (-17%)
Value$1.3M (-$178.7K)
Filed 2026-11-03
Elyxium Wealth, LLC
INCREASED
Shares15,149 from 14,498
Change+651 (+4%)
Value$1.3M (+$125.8K)
Filed 2026-10-27
S.A. Mason LLC
INCREASED
Shares15,124 from 15,002
Change+122 (+1%)
Value$1.3M (+$82.7K)
Filed 2026-10-13
First Financial Bank - Trust Division
DECREASED
Shares15,028 from 15,771
Change-743 (-5%)
Value$1.3M (+$11.9K)
Filed 2026-10-01
Targeted Financial Services LLC
INCREASED
Shares15,010 from 14,936
Change+74 (+1%)
Value$1.3M (+$78.3K)
Filed 2026-10-19
Blume Capital Management, Inc.
DECREASED
Shares15,003 from 15,100
Change-97 (-1%)
Value$1.3M (+$64.3K)
Filed 2026-10-26
Howard Financial Services, Ltd.
INCREASED
Shares14,987 from 13,904
Change+1,083 (+8%)
Value$1.3M (+$160.1K)
Filed 2026-10-15
William B. Walkup & Associates, Inc.
DECREASED
Shares14,977 from 15,235
Change-258 (-2%)
Value$1.3M (+$51.0K)
Filed 2026-11-05
Mystic Asset Management, Inc.
DECREASED
Shares14,973 from 16,653
Change-1,680 (-10%)
Value$1.3M (-$64.4K)
Filed 2026-10-15
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares14,934 from 15,475
Change-541 (-3%)
Value$1.3M (+$27.9K)
Filed 2026-10-21
EagleClaw Capital Managment, LLC
DECREASED
Shares14,933 from 15,879
Change-946 (-6%)
Value$1.3M (-$5.1K)
Filed 2026-11-06
Finward Bancorp
INCREASED
Shares14,931 from 14,787
Change+144 (+1%)
Value$1.3M (+$83.5K)
Filed 2026-10-14
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares14,917 from 13,788
Change+1,129 (+8%)
Value$1.3M (+$163.5K)
Filed 2026-10-29
Sunbeam Capital Management, LLC
DECREASED
Shares14,915 from 15,471
Change-556 (-4%)
Value$1.3M (+$26.6K)
Filed 2026-11-05
Seamount Financial Group Inc
DECREASED
Shares14,881 from 15,800
Change-919 (-6%)
Value$1.3M (-$3.1K)
Filed 2026-10-21
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares14,863 from 14,941
Change-78 (-1%)
Value$1.3M (+$65.2K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares14,848 from 11,763
Change+3,085 (+26%)
Value$1.3M (+$322.1K)
Filed 2026-11-05
Johnson & White Wealth Management, LLC
INCREASED
Shares14,790 from 14,723
Change+67 (+0%)
Value$1.3M (+$76.6K)
Filed 2026-11-03
Core Wealth Partners LLC
DECREASED
Shares14,773 from 14,916
Change-143 (-1%)
Value$1.3M (+$59.4K)
Filed 2026-11-02
D.B. Root & Company, LLC
DECREASED
Shares14,770 from 14,777
Change-7 (0%)
Value$1.3M (+$70.5K)
Filed 2026-11-04
Davidson Trust Co
DECREASED
Shares14,746 from 15,487
Change-741 (-5%)
Value$1.3M (+$10.7K)
Filed 2026-10-09
Townsend Asset Management Corp
INCREASED
Shares14,745 from 14,716
Change+29 (+0%)
Value$1.3M (+$73.3K)
Filed 2026-10-29
Hussman Strategic Advisors, Inc.
DECREASED
Shares14,700 from 21,000
Change-6,300 (-30%)
Value$1.3M (-$441.3K)
Filed 2026-11-02
Ullmann Wealth Partners Group, LLC
INCREASED
Shares14,638 from 14,276
Change+362 (+3%)
Value$1.3M (+$99.8K)
Filed 2026-11-02
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares14,624 from 14,624
Change0 (0%)
Value$1.3M (+$70.3K)
Filed 2026-10-26
Olistico Wealth, LLC
UNCHANGED
Shares14,563 from 14,563
Change0 (0%)
Value$1.3M (+$70.1K)
Filed 2026-10-05
Clear Harbor Asset Management, LLC
DECREASED
Shares14,461 from 14,728
Change-267 (-2%)
Value$1.2M (+$47.9K)
Filed 2026-11-05
LifeSteps Financial, Inc.
INCREASED
Shares14,425 from 14,361
Change+64 (+0%)
Value$1.2M (+$74.6K)
Filed 2026-10-15
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares14,338 from 14,338
Change0 (0%)
Value$1.2M (+$69.0K)
Filed 2026-11-05
City State Bank
DECREASED
Shares14,328 from 14,936
Change-608 (-4%)
Value$1.2M (+$19.5K)
Filed 2026-10-20
Buckhead Capital Management LLC
UNCHANGED
Shares14,262 from 14,262
Change0 (0%)
Value$1.2M (+$68.6K)
Filed 2026-11-03
Iron Financial LLC
INCREASED
Shares14,254 from 3,771
Change+10,483 (+278%)
Value$1.2M (+$920.5K)
Filed 2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares14,250 from 14,250
Change0 (0%)
Value$1.2M (+$68.5K)
Filed 2026-11-03
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares14,248 from 14,248
Change0 (0%)
Value$1.2M (+$68.5K)
Filed 2026-11-05
TigerOak Management, L.L.C.
INCREASED
Shares14,217 from 13,501
Change+716 (+5%)
Value$1.2M (+$126.6K)
Filed 2026-10-23
Commonwealth Financial Services, LLC
DECREASED
Shares14,205 from 15,673
Change-1,468 (-9%)
Value$1.2M (-$51.0K)
Filed 2026-10-20
Roxbury Financial LLC
INCREASED
Shares14,141 from 14,085
Change+56 (+0%)
Value$1.2M (+$72.6K)
Filed 2026-10-01
Jones Kertz & Associates, Inc.
DECREASED
Shares14,131 from 14,246
Change-115 (-1%)
Value$1.2M (+$58.6K)
Filed 2026-10-28
Univest Financial Corp
INCREASED
Shares14,110 from 9,437
Change+4,673 (+50%)
Value$1.2M (+$447.6K)
Filed 2026-11-05
Petros Family Wealth, LLC
INCREASED
Shares14,107 from 13,276
Change+831 (+6%)
Value$1.2M (+$135.5K)
Filed 2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares14,083 from 18,730
Change-4,647 (-25%)
Value$1.2M (-$309.0K)
Filed 2026-11-02
St. Louis Trust Co
UNCHANGED
Shares14,012 from 14,012
Change0 (0%)
Value$1.2M (+$526.0K)
Filed 2026-11-03
MN Wealth Advisors, LLC
INCREASED
Shares13,924 from 13,893
Change+31 (+0%)
Value$1.2M (+$69.5K)
Filed 2026-10-23
Carret Asset Management, LLC
UNCHANGED
Shares13,860 from 13,860
Change0 (0%)
Value$1.2M (+$66.7K)
Filed 2026-11-04
Thrive Wealth Management, LLC
DECREASED
Shares13,825 from 13,914
Change-89 (-1%)
Value$1.2M (+$59.2K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares13,803 from 12,696
Change+1,107 (+9%)
Value$1.2M (+$156.3K)
Filed 2026-10-21
Weinberger Asset Management, Inc
INCREASED
Shares13,786 from 13,735
Change+51 (+0%)
Value$1.2M (-$16.4K)
Filed 2026-10-28
Legacy Trust
INCREASED
Shares13,774 from 13,329
Change+445 (+3%)
Value$1.3M (+$212.6K)
Filed 2026-11-06
Kingdom Financial Group Llc.
DECREASED
Shares13,762 from 14,615
Change-853 (-6%)
Value$1.2M (-$3.2K)
Filed 2026-11-04
InTrack Investment Management Inc
DECREASED
Shares13,746 from 14,114
Change-368 (-3%)
Value$1.2M (+$36.2K)
Filed 2026-10-15
CRA Financial Services, LLC
INCREASED
Shares13,742 from 13,521
Change+221 (+2%)
Value$1.2M (+$84.0K)
Filed 2026-10-16
Alhambra Investment Management LLC
UNCHANGED
Shares13,738 from 13,738
Change0 (0%)
Value$1.2M (+$66.1K)
Filed 2026-10-15
Proathlete Wealth Management LLC
INCREASED
Shares13,683 from 12,528
Change+1,155 (+9%)
Value$1.2M (+$159.8K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED
Shares13,660 from 12,999
Change+661 (+5%)
Value$1.2M (+$119.4K)
Filed 2026-10-27
SeaBridge Investment Advisors LLC
INCREASED
Shares13,651 from 8,706
Change+4,945 (+57%)
Value$1.2M (+$467.5K)
Filed 2026-11-02
JB Capital LLC
DECREASED
Shares13,649 from 13,891
Change-242 (-2%)
Value$1.2M (+$46.0K)
Filed 2026-10-19
Tower Trust & Investment Co
INCREASED
Shares13,648 from 13,239
Change+409 (+3%)
Value$1.2M (+$98.9K)
Filed 2026-10-28
D'Orazio & Associates, Inc.
INCREASED
Shares13,630 from 13,097
Change+533 (+4%)
Value$1.2M (+$108.9K)
Filed 2026-11-04
Atwood & Palmer Inc
INCREASED
Shares13,599 from 11,066
Change+2,533 (+23%)
Value$1.2M (+$271.3K)
Filed 2026-10-08
Bennett Selby Investments LP
INCREASED
Shares13,556 from 13,524
Change+32 (+0%)
Value$1.2M (+$67.7K)
Filed 2026-10-19
Traphagen Investment Advisors LLC
DECREASED
Shares13,537 from 13,566
Change-29 (0%)
Value$1.2M (+$62.7K)
Filed 2026-10-14
Corundum Group, Inc.
INCREASED
Shares13,511 from 12,485
Change+1,026 (+8%)
Value$1.2M (+$148.4K)
Filed 2026-10-28
Lawson Kroeker Investment Management Inc
UNCHANGED
Shares13,490 from 13,490
Change0 (0%)
Value$1.2M (+$64.9K)
Filed 2026-10-22
Miramontes Capital, LLC
DECREASED
Shares13,453 from 13,519
Change-66 (0%)
Value$1.2M (+$59.4K)
Filed 2026-10-19
Saybrook Capital
UNCHANGED
Shares13,440 from 13,440
Change0 (0%)
Value$1.2M (+$64.6K)
Filed 2026-10-27
One Wealth Capital Management, LLC
INCREASED
Shares13,401 from 7,831
Change+5,570 (+71%)
Value$1.2M (+$517.1K)
Filed 2026-10-23
Kestra Investment Management, LLC
DECREASED
Shares13,397 from 14,165
Change-768 (-5%)
Value$1.2M (+$2.0K)
Filed 2026-11-04
Adkins Seale Capital Management LLC
DECREASED
Shares13,318 from 13,411
Change-93 (-1%)
Value$1.1M (+$56.5K)
Filed 2026-10-27
Freedom Day Solutions, LLC
INCREASED
Shares13,292 from 13,024
Change+268 (+2%)
Value$1.1M (+$85.7K)
Filed 2026-10-20
Souders Financial Advisors
DECREASED
Shares13,276 from 15,827
Change-2,551 (-16%)
Value$1.1M (-$143.5K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares13,244 from 10,399
Change+2,845 (+27%)
Value$1.1M (+$294.9K)
Filed 2026-10-29
Anchor Capital Advisors LLC
DECREASED
Shares13,234 from 13,291
Change-57 (0%)
Value$1.1M (+$59.0K)
Filed 2026-11-05
SmartHarvest Portfolios, LLC
DECREASED
Shares13,196 from 15,502
Change-2,306 (-15%)
Value$1.1M (-$123.9K)
Filed 2026-10-26
Murphy Pohlad Asset Management LLC
DECREASED
Shares13,188 from 13,871
Change-683 (-5%)
Value$1.1M (+$7.9K)
Filed 2026-10-22
Montchanin Asset Management, LLC
DECREASED
Shares13,143 from 13,240
Change-97 (-1%)
Value$1.1M (+$55.0K)
Filed 2026-11-02
One Way Holdings LLC
INCREASED
Shares13,141 from 9,768
Change+3,373 (+35%)
Value$1.1M (+$337.3K)
Filed 2026-10-29
Oslo Pensjonsforsikring AS
UNCHANGED
Shares13,127 from 13,127
Change0 (0%)
Value$1.1M (+$63.1K)
Filed 2026-10-15
Successful Portfolios LLC
DECREASED
Shares13,060 from 13,080
Change-20 (0%)
Value$1.1M (+$42.3K)
Filed 2026-10-09
Live Oak Investment Partners
DECREASED
Shares13,060 from 13,071
Change-11 (0%)
Value$1.1M (+$61.9K)
Filed 2026-10-23
Sovran Advisors, LLC
INCREASED
Shares13,044 from 12,779
Change+265 (+2%)
Value$1.2M (+$82.7K)
Filed 2026-11-02
Alpha Family Trust
UNCHANGED
Shares13,020 from 13,020
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-04
Bond & Devick Financial Network, Inc.
INCREASED
Shares12,963 from 12,609
Change+354 (+3%)
Value$1.1M (+$91.1K)
Filed 2026-10-23
Wealth Alliance Advisory Group, LLC
INCREASED
Shares12,958 from 12,746
Change+212 (+2%)
Value$1.1M (+$79.6K)
Filed 2026-10-14
MBL Wealth, LLC
DECREASED
Shares12,930 from 13,307
Change-377 (-3%)
Value$1.1M (+$31.5K)
Filed 2026-10-22
ACT Advisors, Llc.
INCREASED
Shares12,900 from 12,733
Change+167 (+1%)
Value$1.1M (+$75.6K)
Filed 2026-10-15
Clear Wave Wealth Management LLC
INCREASED
Shares12,855 from 12,271
Change+584 (+5%)
Value$1.1M (+$109.3K)
Filed 2026-11-04
Anchyra Partners LLC
INCREASED
Shares12,854 from 11,860
Change+994 (+8%)
Value$1.1M (+$142.6K)
Filed 2026-10-13
Thoma Capital Management LLC
DECREASED
Shares12,818 from 12,950
Change-132 (-1%)
Value$1.1M (+$50.9K)
Filed 2026-10-19
Letson Investment Management, Inc.
UNCHANGED
Shares12,793 from 12,793
Change0 (0%)
Value$1.1M (+$61.5K)
Filed 2026-11-05
Missouri Trust & Investment Co
UNCHANGED
Shares12,756 from 12,756
Change0 (0%)
Value$1.1M (-$19.3K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares12,732 from 12,082
Change+650 (+5%)
Value$1.1M (+$114.1K)
Filed 2026-10-13
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares12,700 from 12,700
Change0 (0%)
Value$1.1M (+$61.1K)
Filed 2026-10-13
Cullen Investment Group, Ltd.
DECREASED
Shares12,692 from 12,739
Change-47 (0%)
Value$1.1M (+$104.3K)
Filed 2026-10-13
DB&C Advisors, LLC
INCREASED
Shares12,676 from 12,616
Change+60 (+0%)
Value$1.1M (+$65.8K)
Filed 2026-10-26
Mitchell Sinkler & Starr
INCREASED
Shares12,676 from 12,643
Change+33 (+0%)
Value$1.1M (+$63.6K)
Filed 2026-10-13
Willis Investment Counsel
INCREASED
Shares12,667 from 12,664
Change+3 (+0%)
Value$1.1M (+$61.2K)
Filed 2026-10-20
Accredited Investors Inc.
DECREASED
Shares12,666 from 13,300
Change-634 (-5%)
Value$1.1M (+$9.5K)
Filed 2026-11-03
Lester Murray Antman dba SimplyRich
DECREASED
Shares12,663 from 19,959
Change-7,296 (-37%)
Value$1.1M (+$64.4K)
Filed 2026-11-06
Victory Financial Group, LLC
INCREASED
Shares12,644 from 10,836
Change+1,808 (+17%)
Value$1.1M (+$207.8K)
Filed 2026-10-27
Balefire, LLC
DECREASED
Shares12,640 from 12,659
Change-19 (0%)
Value$1.1M (+$59.3K)
Filed 2026-10-09
Pioneer Trust Bank N A
UNCHANGED
Shares12,639 from 12,639
Change0 (0%)
Value$1.1M (+$60.8K)
Filed 2026-11-06
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares12,629 from 11,938
Change+691 (+6%)
Value$1.1M (+$117.4K)
Filed 2026-10-30
MV Capital Management, Inc.
DECREASED
Shares12,622 from 13,039
Change-417 (-3%)
Value$1.1M (+$26.8K)
Filed 2026-10-29
Swiss RE LTD
INCREASED
Shares12,605 from 7,669
Change+4,936 (+64%)
Value$1.1M (+$461.8K)
Filed 2026-11-06
Alpha Omega Wealth Management LLC
DECREASED
Shares12,604 from 12,606
Change-2 (0%)
Value$1.1M (+$60.5K)
Filed 2026-10-23
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares12,597 from 12,597
Change0 (0%)
Value$1.1M (+$60.6K)
Filed 2026-11-02
Granite Islands Private Wealth, LLC
INCREASED
Shares12,580 from 12,245
Change+335 (+3%)
Value$1.1M (+$87.8K)
Filed 2026-10-16
Platform Technology Partners
DECREASED
Shares12,580 from 12,778
Change-198 (-2%)
Value$1.1M (+$44.5K)
Filed 2026-11-02
Everest Financial Group LLC
DECREASED
Shares12,555 from 12,680
Change-125 (-1%)
Value$1.1M (+$50.4K)
Filed 2026-11-06
WBI Investments, LLC
DECREASED
Shares12,522 from 14,657
Change-2,135 (-15%)
Value$1.1M (-$113.3K)
Filed 2026-11-05
Central Pacific Bank - Trust Division
DECREASED
Shares12,415 from 16,368
Change-3,953 (-24%)
Value$1.1M (-$261.5K)
Filed 2026-10-06
Trust Co of the South
INCREASED
Shares12,408 from 11,753
Change+655 (+6%)
Value$1.1M (+$112.9K)
Filed 2026-10-21
Investment Partners Asset Management, Inc.
UNCHANGED
Shares12,399 from 12,399
Change0 (0%)
Value$1.1M (+$59.6K)
Filed 2026-10-09
Fulton Breakefield Broenniman LLC
DECREASED
Shares12,383 from 12,440
Change-57 (0%)
Value$1.1M (+$55.0K)
Filed 2026-11-03
Intrua Financial, LLC
DECREASED
Shares12,320 from 13,238
Change-918 (-7%)
Value$1.1M (-$15.3K)
Filed 2026-10-28
Hendershot Investments Inc.
DECREASED
Shares12,312 from 12,512
Change-200 (-2%)
Value$1.1M (+$43.0K)
Filed 2026-11-05
Detalus Advisors, LLC
DECREASED
Shares12,306 from 12,418
Change-112 (-1%)
Value$1.1M (+$50.1K)
Filed 2026-10-15
Interchange Capital Partners, LLC
INCREASED
Shares12,301 from 10,975
Change+1,326 (+12%)
Value$1.1M (+$166.9K)
Filed 2026-10-28
LeConte Wealth Management, LLC
INCREASED
Shares12,294 from 11,868
Change+426 (+4%)
Value$1.1M (+$93.8K)
Filed 2026-10-20
Hollow Brook Wealth Management LLC
INCREASED
Shares12,270 from 6,787
Change+5,483 (+81%)
Value$1.1M (+$507.5K)
Filed 2026-10-29
SkyOak Wealth, LLC
DECREASED
Shares12,257 from 12,682
Change-425 (-3%)
Value$1.1M (+$24.4K)
Filed 2026-10-28
AGH Wealth Advisors, LLC
INCREASED
Shares12,236 from 11,257
Change+979 (+9%)
Value$1.1M (+$138.4K)
Filed 2026-10-26
Enhancing Capital LLC
UNCHANGED
Shares12,230 from 12,230
Change0 (0%)
Value$1.1M (+$58.8K)
Filed 2026-10-26
Financial Management Professionals, Inc.
DECREASED
Shares12,219 from 12,284
Change-65 (-1%)
Value$1.1M (+$53.3K)
Filed 2026-10-23
Great Diamond Partners, LLC
DECREASED
Shares12,210 from 12,419
Change-209 (-2%)
Value$1.1M (+$41.7K)
Filed 2026-10-13
Stableford Capital II LLC
DECREASED
Shares12,200 from 12,399
Change-199 (-2%)
Value$1.1M (+$42.5K)
Filed 2026-10-09
Cromwell Holdings LLC
DECREASED
Shares12,154 from 13,228
Change-1,074 (-8%)
Value$1.1M (-$28.8K)
Filed 2026-10-28
Aries Wealth Management
DECREASED
Shares12,149 from 12,151
Change-2 (0%)
Value$1.0M (+$58.3K)
Filed 2026-10-23
Occidental Asset Management, LLC
INCREASED
Shares12,132 from 11,456
Change+676 (+6%)
Value$1.0M (+$113.3K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares12,108 from 11,848
Change+260 (+2%)
Value$1.0M (+$79.3K)
Filed 2026-10-28
New Hampshire Trust
DECREASED
Shares12,108 from 12,156
Change-48 (0%)
Value$1.0M (+$54.3K)
Filed 2026-10-20
Income Insurance Ltd
UNCHANGED
Shares12,084 from 12,084
Change0 (0%)
Value$1.0M (+$58.1K)
Filed 2026-10-21
Paladin Wealth, LLC
INCREASED
Shares12,070 from 11,449
Change+621 (+5%)
Value$1.0M (+$108.6K)
Filed 2026-10-23
Allegheny Financial Group
DECREASED
Shares12,068 from 12,354
Change-286 (-2%)
Value$1.0M (+$34.7K)
Filed 2026-11-05
Peachtree Investment Partners, LLC
INCREASED
Shares12,059 from 11,021
Change+1,038 (+9%)
Value$1.0M (+$142.3K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares12,055 from 12,056
Change-1 (0%)
Value$1.0M (+$57.9K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares12,035 from 6,994
Change+5,041 (+72%)
Value$1.0M (+$504.0K)
Filed 2026-10-13
Embree Financial Group
INCREASED
Shares11,979 from 10,595
Change+1,384 (+13%)
Value$1.0M (+$170.1K)
Filed 2026-10-22
Collaborative Fund Advisors, LLC
INCREASED
Shares11,954 from 6,891
Change+5,063 (+73%)
Value$1.0M (+$469.0K)
Filed 2026-11-02
First Command Advisory Services, Inc.
DECREASED
Shares11,948 from 15,045
Change-3,097 (-21%)
Value$1.0M (-$189.8K)
Filed 2026-11-05
Eagle Strategies LLC
DECREASED
Shares11,946 from 11,993
Change-47 (0%)
Value$1.0M (+$53.7K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares11,908 from 11,611
Change+297 (+3%)
Value$1.0M (+$81.3K)
Filed 2026-10-26
Aspiriant, LLC
DECREASED
Shares11,893 from 12,454
Change-561 (-4%)
Value$1.0M (+$11.6K)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares11,876 from 11,095
Change+781 (+7%)
Value$1.0M (+$120.6K)
Filed 2026-10-20
Sawgrass Asset Management LLC
DECREASED
Shares11,873 from 12,305
Change-432 (-4%)
Value$1.0M (+$22.0K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
INCREASED
Shares11,849 from 11,705
Change+144 (+1%)
Value$1.0M (+$68.7K)
Filed 2026-10-26
LifeGoal Investments, LLC
NEW
Shares11,824
Change+11,824
Value$1.0M
Filed 2026-10-09
Cornerstone Management, Inc.
DECREASED
Shares11,805 from 12,085
Change-280 (-2%)
Value$1.0M (+$34.0K)
Filed 2026-10-16
Enterprise Financial Services Corp
INCREASED
Shares11,765 from 11,747
Change+18 (+0%)
Value$1.0M (+$58.1K)
Filed 2026-11-03
Colonial River Investments, LLC
INCREASED
Shares11,741 from 11,640
Change+101 (+1%)
Value$1.0M (+$64.7K)
Filed 2026-10-19
Manchester Capital Management LLC
INCREASED
Shares11,698 from 11,650
Change+48 (+0%)
Value$1.0M (+$60.2K)
Filed 2026-10-22
Hunter Associates Investment Management LLC
DECREASED
Shares11,683 from 11,741
Change-58 (0%)
Value$1.0M (+$50.0K)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares11,680 from 11,377
Change+303 (+3%)
Value$1.0M (+$80.8K)
Filed 2026-10-21
FSM Wealth Advisors, LLC
INCREASED
Shares11,659 from 11,458
Change+201 (+2%)
Value$1.0M (+$92.2K)
Filed 2026-10-27
Hardin Capital Partners, LLC
INCREASED
Shares11,632 from 11,075
Change+557 (+5%)
Value$1.0M (+$99.2K)
Filed 2026-10-09
55 North Private Wealth, LLC
INCREASED
Shares11,629 from 8,239
Change+3,390 (+41%)
Value$1.0M (+$331.5K)
Filed 2026-10-20
Bradyco, Inc.
UNCHANGED
Shares11,615 from 11,615
Change0 (0%)
Value$999.8K (+$55.9K)
Filed 2026-11-03
Alken Asset Management Ltd
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$1.0M (+$1.0M)
Filed 2026-10-20
Compass Ion Advisors, LLC
DECREASED
Shares11,577 from 11,760
Change-183 (-2%)
Value$996.6K (+$40.8K)
Filed 2026-10-23
Ballast, Inc.
UNCHANGED
Shares11,528 from 11,528
Change0 (0%)
Value$992.3K (+$55.4K)
Filed 2026-10-20
William Allan Corp
DECREASED
Shares11,501 from 12,007
Change-506 (-4%)
Value$990.0K (+$14.2K)
Filed 2026-10-14
Lindsell Train Ltd
DECREASED
Shares11,500 from 12,000
Change-500 (-4%)
Value$989.9K (+$14.7K)
Filed 2026-11-02
Clearstead Trust, LLC
UNCHANGED
Shares11,487 from 11,487
Change0 (0%)
Value$988.8K (+$55.3K)
Filed 2026-11-06
Archer Investment Corp
DECREASED
Shares11,470 from 11,528
Change-58 (0%)
Value$987.3K (+$50.4K)
Filed 2026-11-05
Chemistry Wealth Management LLC
DECREASED
Shares11,447 from 11,965
Change-518 (-4%)
Value$985.4K (+$13.0K)
Filed 2026-10-16
Bank of New Hampshire
DECREASED
Shares11,420 from 11,570
Change-150 (-1%)
Value$983.0K (+$42.7K)
Filed 2026-10-06
IVC Wealth Advisors LLC
DECREASED
Shares11,361 from 12,035
Change-674 (-6%)
Value$978.0K (-$129)
Filed 2026-10-23
Nadler Financial Group, Inc.
INCREASED
Shares11,356 from 5,827
Change+5,529 (+95%)
Value$977.5K (+$503.9K)
Filed 2026-10-23
Trueblood Wealth Management, LLC
DECREASED
Shares11,333 from 11,371
Change-38 (0%)
Value$975.6K (+$51.4K)
Filed 2026-10-23
Appleton Partners Inc
UNCHANGED
Shares11,272 from 11,272
Change0 (0%)
Value$970.0K (+$54.0K)
Filed 2026-10-30
Richwood Investment Advisors, LLC
DECREASED
Shares11,248 from 11,589
Change-341 (-3%)
Value$968.3K (+$26.5K)
Filed 2026-10-30
Flynn Zito Capital Management, LLC
DECREASED
Shares11,239 from 11,430
Change-191 (-2%)
Value$967.5K (+$38.5K)
Filed 2026-11-04
Franklin Street Advisors Inc
INCREASED
Shares11,182 from 11,032
Change+150 (+1%)
Value$962.5K (+$66.0K)
Filed 2026-10-13
Bangor Savings Bank
INCREASED
Shares11,145 from 11,140
Change+5 (+0%)
Value$959.4K (+$54.0K)
Filed 2026-10-06
Cornerstone National Bank & Trust Co
DECREASED
Shares11,144 from 12,747
Change-1,603 (-13%)
Value$959.5K (-$76.7K)
Filed 2026-10-20
Sound Income Strategies, LLC
INCREASED
Shares11,118 from 10,689
Change+429 (+4%)
Value$975.8K (+$107.2K)
Filed 2026-10-09
Investment House LLC
DECREASED
Shares11,111 from 16,444
Change-5,333 (-32%)
Value$956.4K (-$380.0K)
Filed 2026-10-21
Centurion Wealth Management LLC
INCREASED
Shares11,110 from 11,075
Change+35 (+0%)
Value$956.4K (+$56.3K)
Filed 2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares11,099 from 10,113
Change+986 (+10%)
Value$955.6K (+$133.7K)
Filed 2026-10-09
Consilium Wealth Advisory, LLC
NEW
Shares11,079
Change+11,079
Value$953.7K
Filed 2026-10-14
Woodward Diversified Capital, LLC
DECREASED
Shares11,079 from 11,488
Change-409 (-4%)
Value$953.7K (+$20.1K)
Filed 2026-10-21
Ticino Wealth
INCREASED
Shares11,079 from 10,967
Change+112 (+1%)
Value$953.7K (+$62.4K)
Filed 2026-10-13
Virtue Capital Management, LLC
DECREASED
Shares11,068 from 11,102
Change-34 (0%)
Value$952.7K (+$50.4K)
Filed 2026-10-29
Formidable Asset Management, LLC
INCREASED
Shares11,063 from 11,062
Change+1 (+0%)
Value$899.1K (+$57.8K)
Filed 2026-11-03
Rose Capital Advisors LLC
INCREASED
Shares11,024 from 3,398
Change+7,626 (+224%)
Value$949.0K (+$672.9K)
Filed 2026-11-04
Whalen Wealth Management Inc.
INCREASED
Shares11,020 from 10,658
Change+362 (+3%)
Value$948.6K (+$82.4K)
Filed 2026-10-08
Sather Financial Group Inc
DECREASED
Shares11,004 from 11,523
Change-519 (-4%)
Value$947.2K (+$10.8K)
Filed 2026-10-30
Cove Private Wealth, LLC
INCREASED
Shares10,959 from 10,412
Change+547 (+5%)
Value$943.4K (+$97.2K)
Filed 2026-10-28
Wolff Financial Management LLC
DECREASED
Shares10,950 from 11,059
Change-109 (-1%)
Value$942.6K (+$43.8K)
Filed 2026-10-23
BCS Wealth Management
INCREASED
Shares10,941 from 10,646
Change+295 (+3%)
Value$941.7K (+$76.6K)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
INCREASED
Shares10,918 from 9,296
Change+1,622 (+17%)
Value$939.8K (+$184.4K)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
NEW
Shares10,886
Change+10,886
Value$942.9K
Filed 2026-11-04
Greg Jennings, LLC
NEW
Shares10,879
Change+10,879
Value$936.5K
Filed 2026-10-19
Congress Asset Management Co
DECREASED
Shares10,869 from 11,006
Change-137 (-1%)
Value$935.6K (+$41.1K)
Filed 2026-10-06
Private Capital Advisors, Inc.
UNCHANGED
Shares10,811 from 10,811
Change0 (0%)
Value$930.6K (+$52.0K)
Filed 2026-10-06
Institute for Wealth Management, Llc.
INCREASED
Shares10,769 from 10,508
Change+261 (+2%)
Value$927.0K (+$73.0K)
Filed 2026-11-06
Jackson Square Capital, LLC
DECREASED
Shares10,740 from 10,772
Change-32 (0%)
Value$924.5K (+$49.1K)
Filed 2026-10-19
Strategic Advisors LLC
INCREASED
Shares10,736 from 10,718
Change+18 (+0%)
Value$924.1K (+$53.1K)
Filed 2026-10-13
Cypress Wealth Services, LLC
DECREASED
Shares10,719 from 13,373
Change-2,654 (-20%)
Value$923.6K (-$163.2K)
Filed 2026-10-21
Alessandra Capital Management, LLC
INCREASED
Shares10,693 from 10,398
Change+295 (+3%)
Value$920.5K (+$75.4K)
Filed 2026-10-30
Annex Advisory Services, LLC
INCREASED
Shares10,685 from 10,505
Change+180 (+2%)
Value$919.8K (+$66.0K)
Filed 2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares10,679 from 9,506
Change+1,173 (+12%)
Value$919.2K (+$146.7K)
Filed 2026-10-20
Sard Wealth Management Group, LLC
INCREASED
Shares10,634 from 10,089
Change+545 (+5%)
Value$915.4K (+$95.4K)
Filed 2026-10-16
MBA Advisors LLC
INCREASED
Shares10,555 from 10,523
Change+32 (+0%)
Value$908.6K (+$53.4K)
Filed 2026-10-29
TMB Capital Partners, LLC
INCREASED
Shares10,547 from 10,532
Change+15 (+0%)
Value$907.9K (+$52.0K)
Filed 2026-10-20
Patriot Investment Management Group, Inc.
DECREASED
Shares10,539 from 10,566
Change-27 (0%)
Value$907.2K (+$48.5K)
Filed 2026-10-15
McKinley Carter Wealth Services, Inc.
DECREASED
Shares10,522 from 10,787
Change-265 (-2%)
Value$905.7K (+$29.1K)
Filed 2026-10-16
Townsend & Associates, Inc
DECREASED
Shares10,503 from 13,680
Change-3,177 (-23%)
Value$986.2K (-$137.1K)
Filed 2026-10-23
Uptick Partners, LLC
INCREASED
Shares10,503 from 10,340
Change+163 (+2%)
Value$904.1K (+$63.7K)
Filed 2026-11-04
SYM Financial Corp
INCREASED
Shares10,475 from 9,743
Change+732 (+8%)
Value$901.7K (+$109.9K)
Filed 2026-10-26
Redmond Asset Management, LLC
DECREASED
Shares10,425 from 10,848
Change-423 (-4%)
Value$897.4K (+$15.7K)
Filed 2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED
Shares10,414 from 10,466
Change-52 (0%)
Value$896.4K (+$45.9K)
Filed 2026-10-16
Cowa, LLC
DECREASED
Shares10,412 from 10,413
Change-1 (0%)
Value$896.3K (+$50.1K)
Filed 2026-10-30
HCR Wealth Advisors
INCREASED
Shares10,399 from 10,082
Change+317 (+3%)
Value$895.1K (+$75.8K)
Filed 2026-10-15
Hardworking Capital Advisors, LLC
DECREASED
Shares10,340 from 11,332
Change-992 (-9%)
Value$890.1K (-$30.8K)
Filed 2026-10-20
Cornerstone Advisory, LLC
INCREASED
Shares10,327 from 9,410
Change+917 (+10%)
Value$888.9K (+$124.2K)
Filed 2026-11-06
Lederer & Associates Investment Counsel
UNCHANGED
Shares10,317 from 10,317
Change0 (0%)
Value$888.0K (+$50.0K)
Filed 2026-10-23
Focused Alpha, LLC
INCREASED
Shares10,300 from 2,950
Change+7,350 (+249%)
Value$886.7K (+$646.9K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares10,300 from 10,220
Change+80 (+1%)
Value$887.0K (+$56.0K)
Filed 2026-10-14
Allen Capital Group, LLC
INCREASED
Shares10,290 from 10,067
Change+223 (+2%)
Value$885.8K (+$67.6K)
Filed 2026-10-27
Werba Rubin Papier Wealth Management
INCREASED
Shares10,264 from 9,382
Change+882 (+9%)
Value$883.5K (+$121.0K)
Filed 2026-11-06
B.A. Schrock Wealth Management, Inc.
NEW
Shares10,256
Change+10,256
Value$883.0K
Filed 2026-10-15
Lakeshore Financial Planning, Inc.
DECREASED
Shares10,255 from 10,376
Change-121 (-1%)
Value$882.7K (+$39.2K)
Filed 2026-10-13
Hamilton Capital, LLC
DECREASED
Shares10,226 from 10,317
Change-91 (-1%)
Value$880.3K (+$41.8K)
Filed 2026-10-08
Peoples Bank
DECREASED
Shares10,194 from 10,224
Change-30 (0%)
Value$877.5K (+$46.6K)
Filed 2026-10-09
GHP Investment Advisors, Inc.
DECREASED
Shares10,182 from 11,198
Change-1,016 (-9%)
Value$876.4K (-$33.6K)
Filed 2026-10-15
Sunpointe, LLC
DECREASED
Shares10,171 from 11,255
Change-1,084 (-10%)
Value$875.6K (-$39.1K)
Filed 2026-10-22
Laurel OAK Wealth Management, LLC
DECREASED
Shares10,147 from 10,159
Change-12 (0%)
Value$873.5K (+$47.8K)
Filed 2026-10-19
Quantum Financial Advisors, LLC
INCREASED
Shares10,146 from 9,743
Change+403 (+4%)
Value$873.4K (+$81.6K)
Filed 2026-11-03
Hickory Point Bank & Trust
DECREASED
Shares10,121 from 10,348
Change-227 (-2%)
Value$871.2K (+$30.2K)
Filed 2026-10-01
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares10,111 from 10,044
Change+67 (+1%)
Value$870.4K (+$54.1K)
Filed 2026-10-21
Grant Private Wealth Management Inc
INCREASED
Shares10,104 from 9,844
Change+260 (+3%)
Value$869.8K (+$69.7K)
Filed 2026-10-19
Essex Investment Management Co LLC
DECREASED
Shares10,045 from 10,557
Change-512 (-5%)
Value$864.7K (+$6.7K)
Filed 2026-10-19
Strata Wealth Advisors, LLC
INCREASED
Shares10,021 from 9,727
Change+294 (+3%)
Value$862.7K (+$72.1K)
Filed 2026-10-16
SBK Financial, Inc.
DECREASED
Shares10,000 from 12,429
Change-2,429 (-20%)
Value$860.8K (-$149.3K)
Filed 2026-11-02
Gibson Wealth Advisors LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$860.8K (+$48.1K)
Filed 2026-10-20
Bingham Private Wealth, LLC
INCREASED
Shares9,991 from 9,501
Change+490 (+5%)
Value$860.0K (+$87.9K)
Filed 2026-11-05
Stone Summit Wealth LLC
DECREASED
Shares9,966 from 10,267
Change-301 (-3%)
Value$857.9K (+$23.5K)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
DECREASED
Shares9,963 from 11,473
Change-1,510 (-13%)
Value$857.6K (-$74.8K)
Filed 2026-10-23
Prentice Wealth Management LLC
DECREASED
Shares9,920 from 10,340
Change-420 (-4%)
Value$853.9K (+$13.6K)
Filed 2026-10-20
First National Bank Sioux Falls
INCREASED
Shares9,896 from 8,969
Change+927 (+10%)
Value$851.8K (+$177.6K)
Filed 2026-10-13
HF Advisory Group, LLC
DECREASED
Shares9,875 from 9,943
Change-68 (-1%)
Value$850.0K (+$42.0K)
Filed 2026-10-09
Saratoga Research & Investment Management
UNCHANGED
Shares9,849 from 9,849
Change0 (0%)
Value$847.8K (+$47.4K)
Filed 2026-10-16
Castleview Partners, LLC
INCREASED
Shares9,811 from 8,548
Change+1,263 (+15%)
Value$844.6K (+$149.9K)
Filed 2026-10-09
Bayban
UNCHANGED
Shares9,796 from 9,796
Change0 (0%)
Value$796.1K ($0)
Filed 2026-11-05
KPP Advisory Services LLC
DECREASED
Shares9,792 from 17,504
Change-7,712 (-44%)
Value$842.9K (-$579.7K)
Filed 2026-10-26
Foster Group, Inc.
DECREASED
Shares9,787 from 9,873
Change-86 (-1%)
Value$842.4K (+$40.1K)
Filed 2026-10-13
Old Port Advisors
INCREASED
Shares9,769 from 9,607
Change+162 (+2%)
Value$840.9K (+$60.2K)
Filed 2026-10-23
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares9,748 from 11,523
Change-1,775 (-15%)
Value$839.1K (-$97.4K)
Filed 2026-10-21
Ellis Investment Partners, LLC
INCREASED
Shares9,738 from 9,666
Change+72 (+1%)
Value$838.3K (+$52.7K)
Filed 2026-10-21
Allen Wealth Management, LLC
DECREASED
Shares9,691 from 11,466
Change-1,775 (-15%)
Value$834.2K (-$97.6K)
Filed 2026-10-29
PCG Asset Management, LLC
INCREASED
Shares9,661 from 4,465
Change+5,196 (+116%)
Value$836.7K (+$471.5K)
Filed 2026-11-05
Cross Staff Investments Inc
UNCHANGED
Shares9,650 from 9,650
Change0 (0%)
Value$830.7K (+$46.4K)
Filed 2026-10-22
Telos Capital Management, Inc.
DECREASED
Shares9,640 from 9,654
Change-14 (0%)
Value$829.8K (+$45.2K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares9,631 from 9,795
Change-164 (-2%)
Value$829.0K (+$33.0K)
Filed 2026-10-16
Hemming& Wealth Management, Inc.
UNCHANGED
Shares9,630 from 9,630
Change0 (0%)
Value$834.1K (+$46.3K)
Filed 2026-10-20
Earned Wealth Advisors, LLC
INCREASED
Shares9,617 from 7,655
Change+1,962 (+26%)
Value$827.8K (+$205.7K)
Filed 2026-11-06
Hendley & Co Inc
UNCHANGED
Shares9,576 from 9,576
Change0 (0%)
Value$824.0K (+$46.0K)
Filed 2026-10-29
Riverbend Wealth Management, LLC
DECREASED
Shares9,562 from 9,788
Change-226 (-2%)
Value$823.1K (+$27.6K)
Filed 2026-10-15
American National Bank of Texas
DECREASED
Shares9,541 from 10,398
Change-857 (-8%)
Value$821.3K (-$23.8K)
Filed 2026-10-07
Tuttle Capital Management, LLC
INCREASED
Shares9,540 from 3,542
Change+5,998 (+169%)
Value$821.2K (+$533.3K)
Filed 2026-10-21
Revolve Wealth Partners, LLC
INCREASED
Shares9,522 from 9,207
Change+315 (+3%)
Value$819.7K (+$71.4K)
Filed 2026-10-23
Iams Wealth Management, LLC
NEW
Shares9,489
Change+9,489
Value$816.8K
Filed 2026-10-15
Directional Asset Management
INCREASED
Shares9,482 from 9,472
Change+10 (+0%)
Value$816.2K (+$46.4K)
Filed 2026-10-22
Rahlfs Capital, LLC
UNCHANGED
Shares9,451 from 9,451
Change0 (0%)
Value$813.5K (+$45.5K)
Filed 2026-10-23
WoodTrust Financial Corp
DECREASED
Shares9,431 from 10,631
Change-1,200 (-11%)
Value$812.0K (-$52.0K)
Filed 2026-10-09
Nemes Rush Group LLC
DECREASED
Shares9,357 from 9,454
Change-97 (-1%)
Value$805.5K (+$37.1K)
Filed 2026-11-04
Argent Capital Management LLC
UNCHANGED
Shares9,310 from 9,310
Change0 (0%)
Value$801.4K (+$44.8K)
Filed 2026-10-05
Cambridge Advisors Inc.
DECREASED
Shares9,305 from 9,433
Change-128 (-1%)
Value$800.9K (+$34.4K)
Filed 2026-10-19
Councilmark Asset Management, LLC
UNCHANGED
Shares9,302 from 9,302
Change0 (0%)
Value$800.7K (+$44.7K)
Filed 2026-10-20
CWS Financial Advisors, LLC
DECREASED
Shares9,277 from 9,482
Change-205 (-2%)
Value$798.6K (+$28.0K)
Filed 2026-10-16
Patrick M Sweeney & Associates, Inc
INCREASED
Shares9,277 from 9,241
Change+36 (+0%)
Value$798.5K (+$47.5K)
Filed 2026-10-22
Northstar Asset Management Co
DECREASED
Shares9,275 from 9,525
Change-250 (-3%)
Value$859.6K (+$76.2K)
Filed 2026-10-22
Kagan Cocozza Asset Management
DECREASED
Shares9,270 from 9,802
Change-532 (-5%)
Value$798.0K (+$1.4K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares9,268 from 7,514
Change+1,754 (+23%)
Value$797.8K (+$187.1K)
Filed 2026-10-16
Roman Butler Fullerton & Co
INCREASED
Shares9,265 from 9,258
Change+7 (+0%)
Value$865.6K (+$85.6K)
Filed 2026-10-27
Connecticut Wealth Management, LLC
DECREASED
Shares9,203 from 9,528
Change-325 (-3%)
Value$792.2K (+$17.9K)
Filed 2026-10-13
Zullo Investment Group, Inc.
INCREASED
Shares9,195 from 9,041
Change+154 (+2%)
Value$791.5K (+$56.7K)
Filed 2026-10-20
First Bancorp, Inc
DECREASED
Shares9,188 from 9,495
Change-307 (-3%)
Value$790.9K (+$19.2K)
Filed 2026-10-26
Inlet Private Wealth, LLC
UNCHANGED
Shares9,163 from 9,163
Change0 (0%)
Value$788.7K (+$44.1K)
Filed 2026-10-21
Horst & Graben Wealth Management LLC
DECREASED
Shares9,110 from 9,339
Change-229 (-2%)
Value$784.2K (+$25.1K)
Filed 2026-11-02
Base Wealth Management LLC
DECREASED
Shares9,105 from 9,145
Change-40 (0%)
Value$783.7K (+$40.5K)
Filed 2026-10-21
Jmac Enterprises LLC
UNCHANGED
Shares9,100 from 9,100
Change0 (0%)
Value$783.3K (+$43.8K)
Filed 2026-10-30
Capital Square, LLC
UNCHANGED
Shares9,088 from 9,088
Change0 (0%)
Value$782.3K (+$23.5K)
Filed 2026-10-19
Walker Financial Services, Inc.
DECREASED
Shares9,087 from 11,396
Change-2,309 (-20%)
Value$782.2K (-$144.0K)
Filed 2026-10-26
Acima Private Wealth, LLC
UNCHANGED
Shares9,066 from 9,066
Change0 (0%)
Value$780.4K (+$43.6K)
Filed 2026-10-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares9,057 from 7,698
Change+1,359 (+18%)
Value$779.6K (+$154.0K)
Filed 2026-10-28
Gilman Hill Asset Management, LLC
DECREASED
Shares9,049 from 9,557
Change-508 (-5%)
Value$778.9K (+$2.2K)
Filed 2026-10-13
Westbourne Investment Advisors, Inc.
INCREASED
Shares9,015 from 8,615
Change+400 (+5%)
Value$776.0K (+$75.9K)
Filed 2026-10-20
Banque de Luxembourg S.A.
INCREASED
Shares8,992 from 3,432
Change+5,560 (+162%)
Value$774.0K (+$495.1K)
Filed 2026-10-14
Legacy Edge Advisors, LLC
INCREASED
Shares8,973 from 8,769
Change+204 (+2%)
Value$772.4K (+$59.7K)
Filed 2026-11-06
Journey Advisory Group, LLC
INCREASED
Shares8,968 from 8,950
Change+18 (+0%)
Value$772.0K (+$44.6K)
Filed 2026-11-04
Quadcap Wealth Management, LLC
INCREASED
Shares8,916 from 7,739
Change+1,177 (+15%)
Value$767.4K (+$138.4K)
Filed 2026-11-02
Rise Advisors, LLC
INCREASED
Shares8,887 from 7,524
Change+1,363 (+18%)
Value$765.0K (+$153.5K)
Filed 2026-10-16
Ferguson Shapiro LLC
INCREASED
Shares8,875 from 8,818
Change+57 (+1%)
Value$763.9K (+$47.3K)
Filed 2026-10-16
Canopy Partners, LLC
INCREASED
Shares8,837 from 8,209
Change+628 (+8%)
Value$760.7K (+$93.5K)
Filed 2026-10-28
Searle & Co.
DECREASED
Shares8,796 from 8,952
Change-156 (-2%)
Value$757.2K (+$29.7K)
Filed 2026-11-04
Ti-Trust, Inc
UNCHANGED
Shares8,788 from 8,788
Change0 (0%)
Value$756.5K (+$42.3K)
Filed 2026-10-21
XXI Wealth, LLC
INCREASED
Shares8,784 from 7,111
Change+1,673 (+24%)
Value$756.1K (+$178.2K)
Filed 2026-10-22
Founders Capital Management
INCREASED
Shares8,769 from 8,707
Change+62 (+1%)
Value$754.8K (+$47.2K)
Filed 2026-10-13
May Hill Capital, LLC
INCREASED
Shares8,757 from 8,496
Change+261 (+3%)
Value$753.8K (+$63.3K)
Filed 2026-11-03
Jnba Financial Advisors
DECREASED
Shares8,753 from 9,346
Change-593 (-6%)
Value$753.5K (-$6.1K)
Filed 2026-11-03
SevenBridge Financial Group, LLC
DECREASED
Shares8,749 from 8,821
Change-72 (-1%)
Value$817.9K (+$50.1K)
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
INCREASED
Shares8,741 from 8,524
Change+217 (+3%)
Value$752.4K (+$59.7K)
Filed 2026-10-19
Stockman Wealth Management, Inc.
DECREASED
Shares8,726 from 8,746
Change-20 (0%)
Value$751.1K (+$40.3K)
Filed 2026-10-27
Blue Zone Wealth Advisors, LLC
DECREASED
Shares8,706 from 10,979
Change-2,273 (-21%)
Value$749.4K (-$142.9K)
Filed 2026-10-19
BCU Wealth Advisors, LLC
DECREASED
Shares8,704 from 8,729
Change-25 (0%)
Value$749.2K (+$39.8K)
Filed 2026-10-16
Snider Financial Group
UNCHANGED
Shares8,699 from 8,699
Change0 (0%)
Value$748.8K (+$41.8K)
Filed 2026-10-16
Investors Research Corp
DECREASED
Shares8,686 from 9,108
Change-422 (-5%)
Value$747.7K (+$7.5K)
Filed 2026-10-07
Powell Investment Advisors, LLC
INCREASED
Shares8,686 from 8,684
Change+2 (+0%)
Value$752.3K (+$41.9K)
Filed 2026-10-22
111 Capital
DECREASED
Shares8,676 from 31,042
Change-22,366 (-72%)
Value$746.8K (-$1.8M)
Filed 2026-11-03
KW Wealth Management LLC
NEW
Shares8,669
Change+8,669
Value$746.3K
Filed 2026-10-28
Firestone Capital Management
DECREASED
Shares8,665 from 8,696
Change-31 (0%)
Value$745.9K (+$39.1K)
Filed 2026-11-03
Sun Group Wealth Partners
UNCHANGED
Shares8,660 from 8,660
Change0 (0%)
Value$745.5K (+$41.7K)
Filed 2026-10-26
Worthington Financial Partners, LLC
DECREASED
Shares8,644 from 8,853
Change-209 (-2%)
Value$744.1K (+$24.6K)
Filed 2026-10-13
SRH Advisors, LLC
INCREASED
Shares8,552 from 8,536
Change+16 (+0%)
Value$736.2K (+$42.4K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
INCREASED
Shares8,537 from 8,175
Change+362 (+4%)
Value$734.9K (+$70.4K)
Filed 2026-10-29
Alpine Bank Wealth Management
INCREASED
Shares8,529 from 7,969
Change+560 (+7%)
Value$734.2K (+$86.5K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares8,512 from 6,644
Change+1,868 (+28%)
Value$732.7K (+$192.8K)
Filed 2026-10-08
Jeppson Wealth Management, LLC
DECREASED
Shares8,469 from 8,869
Change-400 (-5%)
Value$729.0K (+$8.2K)
Filed 2026-10-20
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares8,464 from 8,464
Change0 (0%)
Value$728.6K (+$40.7K)
Filed 2026-10-28
Tarbox Family Office, Inc.
UNCHANGED
Shares8,439 from 8,439
Change0 (0%)
Value$726.4K (+$40.6K)
Filed 2026-10-23
Yoffe Investment Management, LLC
UNCHANGED
Shares8,426 from 8,426
Change0 (0%)
Value$725.3K (+$40.5K)
Filed 2026-11-02
Titleist Asset Management, LLC
INCREASED
Shares8,407 from 7,389
Change+1,018 (+14%)
Value$723.6K (+$122.8K)
Filed 2026-10-08
Kelleher Financial Advisors
DECREASED
Shares8,395 from 8,916
Change-521 (-6%)
Value$722.7K (-$2.0K)
Filed 2026-10-30
Instrumental Wealth, LLC
INCREASED
Shares8,386 from 6,921
Change+1,465 (+21%)
Value$721.9K (+$159.4K)
Filed 2026-10-20
Orser Capital Management, LLC
INCREASED
Shares8,383 from 8,368
Change+15 (+0%)
Value$721.6K (+$41.5K)
Filed 2026-10-13
American National Bank & Trust
INCREASED
Shares8,363 from 6,070
Change+2,293 (+38%)
Value$719.9K (+$226.6K)
Filed 2026-10-07
Verus Capital Partners, LLC
DECREASED
Shares8,354 from 8,691
Change-337 (-4%)
Value$719.1K (+$12.8K)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares8,350 from 8,450
Change-100 (-1%)
Value$718.8K (+$32.0K)
Filed 2026-11-03
Wilkins Miller Wealth Management, LLC
DECREASED
Shares8,349 from 8,502
Change-153 (-2%)
Value$718.7K (+$27.8K)
Filed 2026-10-13
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares8,338 from 8,192
Change+146 (+2%)
Value$717.7K (+$52.0K)
Filed 2026-10-15
First County Bank
DECREASED
Shares8,337 from 8,341
Change-4 (0%)
Value$717.6K (+$39.8K)
Filed 2026-10-13
Natural Investments, LLC
INCREASED
Shares8,334 from 6,739
Change+1,595 (+24%)
Value$717.4K (+$170.4K)
Filed 2026-11-06
Y.D. More Investments Ltd
DECREASED
Shares8,332 from 8,704
Change-372 (-4%)
Value$717.2K (+$10.0K)
Filed 2026-11-02
Salvus Wealth Management, LLC
INCREASED
Shares8,317 from 7,190
Change+1,127 (+16%)
Value$715.9K (+$131.6K)
Filed 2026-10-13
Camden National Bank
DECREASED
Shares8,309 from 8,459
Change-150 (-2%)
Value$715.2K (+$27.8K)
Filed 2026-11-02
Keudell ison Wealth Management
INCREASED
Shares8,273 from 8,260
Change+13 (+0%)
Value$712.1K (+$40.9K)
Filed 2026-10-16
Arbor Wealth Advisors LLC
UNCHANGED
Shares8,265 from 8,265
Change0 (0%)
Value$711.5K (+$39.8K)
Filed 2026-10-09
Three Seasons Wealth, LLC
INCREASED
Shares8,259 from 8,228
Change+31 (+0%)
Value$711.0K (+$42.2K)
Filed 2026-11-03
Gratus Wealth Advisors, LLC
INCREASED
Shares8,250 from 8,127
Change+123 (+2%)
Value$710.1K (+$49.7K)
Filed 2026-10-26
True North Advisors, LLC
DECREASED
Shares8,234 from 8,753
Change-519 (-6%)
Value$712.6K (+$1.3K)
Filed 2026-10-22
Global Financial Private Client, LLC
INCREASED
Shares8,230 from 8,154
Change+76 (+1%)
Value$708.5K (+$45.8K)
Filed 2026-10-15
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares8,224 from 8,303
Change-79 (-1%)
Value$707.9K (+$33.1K)
Filed 2026-10-07
Winthrop Advisory Group LLC
INCREASED
Shares8,222 from 6,409
Change+1,813 (+28%)
Value$712.1K (+$188.6K)
Filed 2026-10-22
Ifrah Financial Services, Inc.
DECREASED
Shares8,220 from 8,241
Change-21 (0%)
Value$707.6K (+$37.8K)
Filed 2026-10-13
Raleigh Capital Management Inc.
INCREASED
Shares8,218 from 8,038
Change+180 (+2%)
Value$707.4K (+$54.2K)
Filed 2026-10-28
Prota Financial, LLC
DECREASED
Shares8,194 from 8,349
Change-155 (-2%)
Value$705.5K (+$26.8K)
Filed 2026-10-08
Wealth Preservation Advisors, LLC
DECREASED
Shares8,184 from 8,186
Change-2 (0%)
Value$704.5K (+$39.2K)
Filed 2026-11-05
Amplius Wealth Advisors, LLC
INCREASED
Shares8,148 from 6,400
Change+1,748 (+27%)
Value$701.4K (+$181.3K)
Filed 2026-10-20
Opal Wealth Advisors, LLC
DECREASED
Shares8,140 from 11,621
Change-3,481 (-30%)
Value$700.7K (-$243.8K)
Filed 2026-10-16
Spinnaker Investment Group, LLC
DECREASED
Shares8,126 from 8,800
Change-674 (-8%)
Value$699.5K (-$15.7K)
Filed 2026-10-13
Montz Harcus Wealth Management LLC
DECREASED
Shares8,092 from 8,269
Change-177 (-2%)
Value$696.5K (+$24.5K)
Filed 2026-10-09
Onyx Bridge Wealth Group LLC
INCREASED
Shares8,090 from 8,072
Change+18 (+0%)
Value$696.4K (+$40.3K)
Filed 2026-10-16
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares8,046 from 8,503
Change-457 (-5%)
Value$692.6K (+$1.6K)
Filed 2026-10-09
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares8,045 from 8,045
Change0 (0%)
Value$692.0K (+$39.0K)
Filed 2026-10-14
Spectrum Strategic Capital Management, LLC
DECREASED
Shares8,036 from 8,083
Change-47 (-1%)
Value$691.7K (+$34.8K)
Filed 2026-10-22
apricus wealth, LLC
INCREASED
Shares8,014 from 7,139
Change+875 (+12%)
Value$689.8K (+$109.7K)
Filed 2026-10-26
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$688.0K (+$38.0K)
Filed 2026-11-03
Carrera Capital Advisors
INCREASED
Shares7,994 from 7,821
Change+173 (+2%)
Value$692.3K (+$52.7K)
Filed 2026-11-03
Riversedge Advisors, LLC
INCREASED
Shares7,973 from 5,728
Change+2,245 (+39%)
Value$686.3K (+$220.8K)
Filed 2026-10-09
Family Capital Management, Inc.
INCREASED
Shares7,973 from 7,479
Change+494 (+7%)
Value$686.4K (+$78.6K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares7,946 from 7,981
Change-35 (0%)
Value$684.0K (+$35.4K)
Filed 2026-10-20
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares7,938 from 7,938
Change0 (0%)
Value$683.3K (+$38.2K)
Filed 2026-10-05
Financial Insights, Inc.
INCREASED
Shares7,927 from 7,201
Change+726 (+10%)
Value$682.4K (+$97.1K)
Filed 2026-10-27
Jacobsen Capital Management
INCREASED
Shares7,918 from 7,906
Change+12 (+0%)
Value$681.6K (+$39.1K)
Filed 2026-10-27
Fagan Associates, Inc.
DECREASED
Shares7,889 from 8,707
Change-818 (-9%)
Value$679.1K (-$28.5K)
Filed 2026-10-13
Curated Wealth Partners LLC
INCREASED
Shares7,887 from 4,739
Change+3,148 (+66%)
Value$678.9K (+$293.8K)
Filed 2026-10-15
Level Wealth Management LLC
UNCHANGED
Shares7,876 from 7,876
Change0 (0%)
Value$682.1K (+$37.9K)
Filed 2026-10-23
Challenger Wealth Management
INCREASED
Shares7,858 from 7,817
Change+41 (+1%)
Value$676.4K (+$41.2K)
Filed 2026-10-30
TrustBank
DECREASED
Shares7,855 from 8,101
Change-246 (-3%)
Value$676.2K (+$17.8K)
Filed 2026-10-20
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares7,855 from 7,929
Change-74 (-1%)
Value$676.2K (+$31.8K)
Filed 2026-10-08
Capital Advisors Wealth Management, LLC
INCREASED
Shares7,845 from 7,290
Change+555 (+8%)
Value$675.3K (+$82.9K)
Filed 2026-10-09
Advocate Group LLC
DECREASED
Shares7,819 from 12,024
Change-4,205 (-35%)
Value$673.1K (-$304.1K)
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares7,815 from 7,693
Change+122 (+2%)
Value$676.9K (+$47.6K)
Filed 2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED
Shares7,785 from 7,676
Change+109 (+1%)
Value$670.1K (+$46.3K)
Filed 2026-10-19
Obsidian CIO, LLC
INCREASED
Shares7,762 from 6,723
Change+1,039 (+15%)
Value$668.1K (+$121.7K)
Filed 2026-11-05
Costello Asset Management, Inc
INCREASED
Shares7,718 from 7,570
Change+148 (+2%)
Value$664.4K (+$49.1K)
Filed 2026-10-30
Hughes Financial Services, LLC
INCREASED
Shares7,714 from 7,525
Change+189 (+3%)
Value$716.0K (+$104.5K)
Filed 2026-10-30
Fulcrum Capital LLC
UNCHANGED
Shares7,680 from 7,680
Change0 (0%)
Value$661.1K (+$36.9K)
Filed 2026-10-15
Security Financial Services, Inc.
INCREASED
Shares7,678 from 7,585
Change+93 (+1%)
Value$660.9K (+$44.5K)
Filed 2026-10-29
Rosenberg Matthew Hamilton
DECREASED
Shares7,661 from 7,925
Change-264 (-3%)
Value$659.5K (+$15.4K)
Filed 2026-10-05
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares7,649 from 7,649
Change0 (0%)
Value$658.5K (+$36.8K)
Filed 2026-10-13
Union Savings Bank
UNCHANGED
Shares7,610 from 7,610
Change0 (0%)
Value$655.1K (+$36.6K)
Filed 2026-10-14
Spirit of America Management Corp
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$654.2K (+$36.6K)
Filed 2026-10-14
Elevated Financial Group LLC
DECREASED
Shares7,598 from 10,640
Change-3,042 (-29%)
Value$654.1K (-$210.7K)
Filed 2026-10-16
Reynders McVeigh Capital Management, LLC
DECREASED
Shares7,554 from 8,353
Change-799 (-10%)
Value$650.3K (-$28.7K)
Filed 2026-10-30
Cache Advisors, LLC
INCREASED
Shares7,536 from 5,431
Change+2,105 (+39%)
Value$648.7K (+$207.3K)
Filed 2026-10-16
Elevatus Welath Management
INCREASED
Shares7,522 from 7,393
Change+129 (+2%)
Value$647.4K (+$46.6K)
Filed 2026-10-19
Hilltop National Bank
INCREASED
Shares7,520 from 7,277
Change+243 (+3%)
Value$647.3K (+$55.9K)
Filed 2026-10-14
Spartan Planning & Wealth Management
DECREASED
Shares7,510 from 9,149
Change-1,639 (-18%)
Value$646.5K (-$97.0K)
Filed 2026-10-13
Greenup Street Wealth Management LLC
INCREASED
Shares7,491 from 6,919
Change+572 (+8%)
Value$644.9K (+$82.6K)
Filed 2026-10-28
Symmetry Partners, LLC
INCREASED
Shares7,456 from 4,537
Change+2,919 (+64%)
Value$641.9K (+$273.1K)
Filed 2026-10-27
Global X Japan Co., Ltd.
DECREASED
Shares7,448 from 7,900
Change-452 (-6%)
Value$641.1K (-$909)
Filed 2026-10-21
Acorn Financial Advisory Services Inc
DECREASED
Shares7,405 from 7,545
Change-140 (-2%)
Value$637.5K (+$24.3K)
Filed 2026-11-02
Westside Investment Management, Inc.
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$635.6K (+$34.2K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED
Shares7,393 from 7,164
Change+229 (+3%)
Value$636.4K (+$54.2K)
Filed 2026-11-02
1900 Wealth Management LLC
INCREASED
Shares7,391 from 7,070
Change+321 (+5%)
Value$636.3K (+$61.7K)
Filed 2026-10-13
First Financial Corp
DECREASED
Shares7,363 from 7,388
Change-25 (0%)
Value$633.8K (+$33.4K)
Filed 2026-10-13
Nautilus Advisors LLC
INCREASED
Shares7,308 from 7,270
Change+38 (+1%)
Value$629.0K (+$22.1K)
Filed 2026-10-07
Auxano Advisors, LLC
INCREASED
Shares7,292 from 7,242
Change+50 (+1%)
Value$627.7K (+$39.2K)
Filed 2026-11-06
Breakwater Capital Group
INCREASED
Shares7,287 from 7,276
Change+11 (+0%)
Value$627.3K (+$36.0K)
Filed 2026-10-09
Retirement Guys Formula LLC
DECREASED
Shares7,275 from 22,493
Change-15,218 (-68%)
Value$626.2K (-$1.2M)
Filed 2026-10-26
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares7,274 from 7,274
Change0 (0%)
Value$626.1K (+$35.0K)
Filed 2026-10-29
Cane Capital Partners, LLC
INCREASED
Shares7,255 from 7,025
Change+230 (+3%)
Value$624.5K (+$53.6K)
Filed 2026-10-23
Reflection Asset Management
INCREASED
Shares7,234 from 7,104
Change+130 (+2%)
Value$622.7K (+$45.4K)
Filed 2026-10-28
Approach Retirement Advisors, LLC
INCREASED
Shares7,224 from 7,207
Change+17 (+0%)
Value$621.8K (+$36.1K)
Filed 2026-10-22
Channel Wealth LLC
INCREASED
Shares7,223 from 7,126
Change+97 (+1%)
Value$621.8K (+$42.6K)
Filed 2026-11-06
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares7,221 from 14,302
Change-7,081 (-50%)
Value$621.6K (-$540.7K)
Filed 2026-11-06
Crew Capital Management, Ltd
DECREASED
Shares7,206 from 7,211
Change-5 (0%)
Value$620.3K (+$34.3K)
Filed 2026-10-28
Fairscale Capital, LLC
DECREASED
Shares7,190 from 7,267
Change-77 (-1%)
Value$676.5K (+$81.8K)
Filed 2026-11-04
Mlp3, LLC
INCREASED
Shares7,180 from 5,774
Change+1,406 (+24%)
Value$618.1K (+$148.8K)
Filed 2026-10-22
Paragon Capital Management Ltd
DECREASED
Shares7,172 from 7,477
Change-305 (-4%)
Value$617.4K (+$9.6K)
Filed 2026-10-09
NovaPoint Capital, LLC
DECREASED
Shares7,148 from 8,380
Change-1,232 (-15%)
Value$615.3K (-$65.7K)
Filed 2026-10-22
Investmark Advisory Group LLC
INCREASED
Shares7,132 from 4,822
Change+2,310 (+48%)
Value$614.0K (+$222.2K)
Filed 2026-10-27
Prairie Advisory, LLC
INCREASED
Shares7,130 from 3,561
Change+3,569 (+100%)
Value$613.7K (+$324.3K)
Filed 2026-10-19
Maple Capital Management, Inc.
INCREASED
Shares7,129 from 7,077
Change+52 (+1%)
Value$613.6K (+$38.5K)
Filed 2026-11-02
MFA Wealth Services
INCREASED
Shares7,119 from 7,066
Change+53 (+1%)
Value$612.8K (+$38.6K)
Filed 2026-10-14
Bill Few Associates, Inc.
INCREASED
Shares7,118 from 7,102
Change+16 (+0%)
Value$612.7K (+$35.6K)
Filed 2026-10-09
Vigilare Wealth Management
UNCHANGED
Shares7,112 from 7,112
Change0 (0%)
Value$612.2K (+$34.2K)
Filed 2026-10-29
Cdkv Holdings LLC
UNCHANGED
Shares7,087 from 7,087
Change0 (0%)
Value$610.0K (+$34.1K)
Filed 2026-10-28
Capital Management Associates, Inc
INCREASED
Shares7,079 from 7,076
Change+3 (+0%)
Value$609.4K (+$34.3K)
Filed 2026-10-20
Verity Asset Management, Inc.
DECREASED
Shares7,072 from 7,430
Change-358 (-5%)
Value$608.7K (+$4.9K)
Filed 2026-10-30
Catalyst Investment Management LLC
INCREASED
Shares7,067 from 7,055
Change+12 (+0%)
Value$608.3K (+$34.9K)
Filed 2026-10-21
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares7,063 from 7,001
Change+62 (+1%)
Value$608.0K (+$39.0K)
Filed 2026-10-28
Elevate Wealth Advisory, Inc
INCREASED
Shares7,051 from 6,996
Change+55 (+1%)
Value$610.7K (+$38.4K)
Filed 2026-10-29
Summit Financial Wealth Advisors, LLC
DECREASED
Shares7,034 from 7,039
Change-5 (0%)
Value$605.5K (+$33.4K)
Filed 2026-10-15
Advisortrust Partners, LLC
DECREASED
Shares7,000 from 7,558
Change-558 (-7%)
Value$602.6K (-$11.7K)
Filed 2026-11-02
StoryOne LLC
INCREASED
Shares6,982 from 3,408
Change+3,574 (+105%)
Value$601.0K (+$324.0K)
Filed 2026-10-13
Mattern Wealth Management LLC
UNCHANGED
Shares6,981 from 6,981
Change0 (0%)
Value$600.9K (+$33.6K)
Filed 2026-11-04
Leo Wealth, LLC
NEW
Shares6,965
Change+6,965
Value$599.6K
Filed 2026-10-26
Latitude Advisors, LLC
INCREASED
Shares6,963 from 6,635
Change+328 (+5%)
Value$599.3K (+$60.1K)
Filed 2026-10-27
RMR Capital Management, LLC
UNCHANGED
Shares6,957 from 6,957
Change0 (0%)
Value$598.9K (+$33.5K)
Filed 2026-10-23
Asset One Wealth Management LLC
INCREASED
Shares6,938 from 5,197
Change+1,741 (+34%)
Value$597.2K (+$168.7K)
Filed 2026-11-02
CDM Financial Counseling Services, Inc.
INCREASED
Shares6,921 from 6,919
Change+2 (+0%)
Value$595.8K (+$33.5K)
Filed 2026-10-15
Forza Wealth Management, LLC
INCREASED
Shares6,897 from 6,198
Change+699 (+11%)
Value$593.7K (+$90.0K)
Filed 2026-10-20
M. Kraus & Co
UNCHANGED
Shares6,888 from 6,888
Change0 (0%)
Value$592.9K (+$33.1K)
Filed 2026-10-20
Fortis Group Advisors, LLC
INCREASED
Shares6,887 from 6,525
Change+362 (+6%)
Value$645.4K (+$115.1K)
Filed 2026-11-06
Asset Planning,Inc
INCREASED
Shares6,883 from 6,841
Change+42 (+1%)
Value$592.5K (+$36.5K)
Filed 2026-10-26
Semus Wealth Partners LLC
DECREASED
Shares6,881 from 6,938
Change-57 (-1%)
Value$592.3K (+$28.4K)
Filed 2026-10-22
New England Capital Financial Advisors LLC
INCREASED
Shares6,874 from 6,852
Change+22 (+0%)
Value$591.7K (+$34.9K)
Filed 2026-11-03
Falcon Wealth Planning
INCREASED
Shares6,868 from 6,332
Change+536 (+8%)
Value$591.2K (+$76.6K)
Filed 2026-11-06
Kaydan Wealth Management, Inc.
INCREASED
Shares6,832 from 6,608
Change+224 (+3%)
Value$588.2K (+$51.2K)
Filed 2026-10-08
Dagco, Inc.
DECREASED
Shares6,832 from 6,849
Change-17 (0%)
Value$588.1K (+$31.5K)
Filed 2026-10-20
Landmark Wealth Management, LLC
UNCHANGED
Shares6,827 from 6,827
Change0 (0%)
Value$587.7K (+$32.8K)
Filed 2026-11-03
Provident Wealth Management, LLC
DECREASED
Shares6,762 from 6,957
Change-195 (-3%)
Value$582.1K (+$16.7K)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
INCREASED
Shares6,753 from 6,478
Change+275 (+4%)
Value$581.3K (+$54.8K)
Filed 2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED
Shares6,750 from 6,811
Change-61 (-1%)
Value$581.0K (+$27.5K)
Filed 2026-11-04
Fiduciary Financial Group, LLC
INCREASED
Shares6,748 from 6,614
Change+134 (+2%)
Value$580.9K (+$43.4K)
Filed 2026-10-13
Evermay Wealth Management LLC
DECREASED
Shares6,746 from 7,368
Change-622 (-8%)
Value$582.8K (-$18.3K)
Filed 2026-11-05
Elco Management Co., LLC
INCREASED
Shares6,734 from 6,673
Change+61 (+1%)
Value$579.7K (+$37.3K)
Filed 2026-10-14
Lantz Financial LLC
INCREASED
Shares6,725 from 6,697
Change+28 (+0%)
Value$578.8K (+$34.6K)
Filed 2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares6,721 from 6,337
Change+384 (+6%)
Value$578.6K (+$63.5K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
INCREASED
Shares6,721 from 6,592
Change+129 (+2%)
Value$581.1K (+$45.3K)
Filed 2026-11-03
Wealth Management Nebraska
NEW
Shares6,716
Change+6,716
Value$578.1K
Filed 2026-10-26
Navigate Wealth Management, LLC
DECREASED
Shares6,715 from 7,038
Change-323 (-5%)
Value$591.3K (+$17.2K)
Filed 2026-10-14
Optima Capital LLC
DECREASED
Shares6,708 from 6,736
Change-28 (0%)
Value$579.8K (+$30.0K)
Filed 2026-10-29
Herold Advisors, Inc.
DECREASED
Shares6,704 from 6,898
Change-194 (-3%)
Value$577.1K (+$18.1K)
Filed 2026-10-19
Hartford Financial Management Inc.
DECREASED
Shares6,682 from 8,848
Change-2,166 (-24%)
Value$575.2K (-$143.9K)
Filed 2026-10-21
Old Mission Investment Co LLC
INCREASED
Shares6,678 from 6,495
Change+183 (+3%)
Value$578.3K (+$47.0K)
Filed 2026-10-22
Tempo Wealth, LLC
INCREASED
Shares6,675 from 5,477
Change+1,198 (+22%)
Value$574.6K (+$129.5K)
Filed 2026-10-14
Schear Investment Advisers, LLC
INCREASED
Shares6,675 from 5,601
Change+1,074 (+19%)
Value$574.6K (+$119.4K)
Filed 2026-10-14
Pacific Center for Financial Services
DECREASED
Shares6,666 from 6,906
Change-240 (-3%)
Value$573.8K (+$12.5K)
Filed 2026-10-15
Capital Advantage, Inc.
INCREASED
Shares6,663 from 6,311
Change+352 (+6%)
Value$573.6K (+$60.6K)
Filed 2026-10-14
Wealth Architects, LLC
INCREASED
Shares6,661 from 6,165
Change+496 (+8%)
Value$573.4K (+$72.4K)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares6,628 from 6,628
Change0 (0%)
Value$570.5K (+$31.9K)
Filed 2026-10-27
Decker Wealth Management LLC
INCREASED
Shares6,608 from 5,162
Change+1,446 (+28%)
Value$568.8K (+$149.3K)
Filed 2026-10-09
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares6,603 from 6,597
Change+6 (+0%)
Value$566.7K (+$19.4K)
Filed 2026-10-19
Index Fund Advisors, Inc.
DECREASED
Shares6,585 from 6,596
Change-11 (0%)
Value$566.8K (+$30.7K)
Filed 2026-11-05
Archford Capital Strategies, LLC
INCREASED
Shares6,541 from 6,017
Change+524 (+9%)
Value$563.0K (+$74.0K)
Filed 2026-10-19
KFA Private Wealth Group, LLC
INCREASED
Shares6,541 from 6,480
Change+61 (+1%)
Value$563.1K (+$36.4K)
Filed 2026-10-07
Huntleigh Advisors, Inc.
DECREASED
Shares6,534 from 7,527
Change-993 (-13%)
Value$562.4K (-$49.3K)
Filed 2026-11-03
James J. Burns & Company, LLC
INCREASED
Shares6,528 from 6,525
Change+3 (+0%)
Value$562.0K (+$31.6K)
Filed 2026-10-22
Ejmk Ventures LLC
INCREASED
Shares6,518 from 4,901
Change+1,617 (+33%)
Value$562.8K (+$163.3K)
Filed 2026-10-21
Firethorn Wealth Partners, LLC
DECREASED
Shares6,501 from 6,892
Change-391 (-6%)
Value$559.6K (-$541)
Filed 2026-10-14
Gibson Capital, LLC
UNCHANGED
Shares6,501 from 6,501
Change0 (0%)
Value$559.6K (+$31.3K)
Filed 2026-10-23
Next Level Private LLC
INCREASED
Shares6,498 from 6,205
Change+293 (+5%)
Value$559.3K (+$55.1K)
Filed 2026-10-20
Braeburn Wealth Management LLC
INCREASED
Shares6,490 from 6,115
Change+375 (+6%)
Value$558.7K (+$61.8K)
Filed 2026-10-15
Bernardo Wealth Planning LLC
INCREASED
Shares6,486 from 2,954
Change+3,532 (+120%)
Value$558.3K (+$318.3K)
Filed 2026-10-23
Clarus Group, Inc.
INCREASED
Shares6,475 from 6,447
Change+28 (+0%)
Value$557.3K (+$33.4K)
Filed 2026-10-21
Integras Partners LLC
UNCHANGED
Shares6,470 from 6,470
Change0 (0%)
Value$556.9K (+$31.1K)
Filed 2026-10-30
Cultivar Capital, Inc.
DECREASED
Shares6,453 from 6,505
Change-52 (-1%)
Value$555.5K (+$26.8K)
Filed 2026-10-14
Legacy Capital Wealth Partners, LLC
DECREASED
Shares6,450 from 7,562
Change-1,112 (-15%)
Value$555.2K (-$59.4K)
Filed 2026-10-21
Banyan Capital Management, Inc.
DECREASED
Shares6,436 from 7,836
Change-1,400 (-18%)
Value$554.0K (-$82.8K)
Filed 2026-11-05
Axiom Investment Management LLC
INCREASED
Shares6,433 from 6,289
Change+144 (+2%)
Value$553.7K (+$42.6K)
Filed 2026-11-03
Novem Group
DECREASED
Shares6,420 from 6,555
Change-135 (-2%)
Value$552.6K (+$19.9K)
Filed 2026-10-19
TrueWealth Advisors, LLC
DECREASED
Shares6,384 from 6,564
Change-180 (-3%)
Value$549.5K (+$16.1K)
Filed 2026-10-09
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares6,377 from 6,377
Change0 (0%)
Value$549.0K (+$30.7K)
Filed 2026-10-13
Lyell Wealth Management, LP
INCREASED
Shares6,345 from 5,779
Change+566 (+10%)
Value$546.2K (+$76.5K)
Filed 2026-10-30
Caliber Wealth Management, LLC / KS
INCREASED
Shares6,339 from 5,844
Change+495 (+8%)
Value$545.7K (+$70.7K)
Filed 2026-11-04
Acropolis Investment Management, LLC
INCREASED
Shares6,338 from 5,185
Change+1,153 (+22%)
Value$545.6K (+$124.2K)
Filed 2026-10-08
Birch Financial Group, LLC
DECREASED
Shares6,324 from 8,114
Change-1,790 (-22%)
Value$544.4K (-$115.1K)
Filed 2026-10-27
New Covenant Trust Company, N.A.
INCREASED
Shares6,315 from 5,466
Change+849 (+16%)
Value$543.6K (+$99.4K)
Filed 2026-10-08
AMG Asset Management Group, Inc.
DECREASED
Shares6,309 from 7,046
Change-737 (-10%)
Value$543.0K (-$29.6K)
Filed 2026-10-21
Oceanside Advisors LLC
INCREASED
Shares6,300 from 6,127
Change+173 (+3%)
Value$542.3K (+$44.4K)
Filed 2026-11-03
Kwmg, LLC
INCREASED
Shares6,293 from 6,170
Change+123 (+2%)
Value$541.7K (+$40.3K)
Filed 2026-10-07
Providence Financial Advisors, LLC
UNCHANGED
Shares6,293 from 6,293
Change0 (0%)
Value$541.7K (+$30.3K)
Filed 2026-11-06
Granite Investment Partners, LLC
UNCHANGED
Shares6,291 from 6,291
Change0 (0%)
Value$541.5K (+$30.3K)
Filed 2026-11-04
Advisory Solutions Group, LLC
INCREASED
Shares6,289 from 3,910
Change+2,379 (+61%)
Value$541.3K (+$223.5K)
Filed 2026-10-14
Live Oak Private Wealth LLC
DECREASED
Shares6,275 from 6,640
Change-365 (-5%)
Value$540.2K (+$519)
Filed 2026-11-02
First Citizens Financial Corp
DECREASED
Shares6,275 from 6,375
Change-100 (-2%)
Value$540.2K (+$22.1K)
Filed 2026-10-02
Garrett Wealth Advisory Group, LLC
INCREASED
Shares6,274 from 6,167
Change+107 (+2%)
Value$540.1K (+$38.9K)
Filed 2026-10-22
Curtis Advisory Group, LLC
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$533.7K (+$29.8K)
Filed 2026-10-28
Lodestone Wealth Management LLC
DECREASED
Shares6,198 from 6,264
Change-66 (-1%)
Value$533.6K (+$24.5K)
Filed 2026-10-14
North Forty Two & Co.
UNCHANGED
Shares6,197 from 6,197
Change0 (0%)
Value$533.4K (+$29.8K)
Filed 2026-10-19
Crescent Grove Advisors, LLC
INCREASED
Shares6,179 from 6,172
Change+7 (+0%)
Value$535.2K (+$30.3K)
Filed 2026-10-21
Bullock Wealth Management Group
INCREASED
Shares6,168 from 5,970
Change+198 (+3%)
Value$531.1K (+$45.8K)
Filed 2026-10-09
Destiny Wealth Partners, LLC
INCREASED
Shares6,154 from 3,762
Change+2,392 (+64%)
Value$589.7K (+$260.2K)
Filed 2026-11-05
Vann Equity Management LLC
DECREASED
Shares6,146 from 10,579
Change-4,433 (-42%)
Value$529.0K (-$330.7K)
Filed 2026-10-08
Kuhn & Co Investment Counsel
INCREASED
Shares6,146 from 6,050
Change+96 (+2%)
Value$529.0K (+$37.4K)
Filed 2026-10-29
LexAurum Advisors, LLC
INCREASED
Shares6,135 from 5,950
Change+185 (+3%)
Value$528.1K (+$44.5K)
Filed 2026-10-19
Hardy Reed LLC
INCREASED
Shares6,134 from 2,757
Change+3,377 (+122%)
Value$528.0K (+$304.0K)
Filed 2026-11-06
MRA Advisory Group
DECREASED
Shares6,123 from 18,980
Change-12,857 (-68%)
Value$527.1K (-$1.0M)
Filed 2026-10-07
Colton Groome Financial Advisors, LLC
DECREASED
Shares6,119 from 6,198
Change-79 (-1%)
Value$526.7K (+$23.0K)
Filed 2026-10-06
Van Cleef Asset Management,Inc
UNCHANGED
Shares6,118 from 6,118
Change0 (0%)
Value$526.6K (+$29.4K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares6,101 from 5,926
Change+175 (+3%)
Value$525.2K (+$43.6K)
Filed 2026-11-02
LSV Asset Management
NEW
Shares6,100
Change+6,100
Value$525.0K
Filed 2026-11-06
Landaas & Co
DECREASED
Shares6,100 from 6,250
Change-150 (-2%)
Value$525.1K (+$17.2K)
Filed 2026-10-29
BankPlus Wealth Management LLC
INCREASED
Shares6,088 from 6,032
Change+56 (+1%)
Value$524.1K (+$33.8K)
Filed 2026-10-13
Community Financial Services Group, LLC
DECREASED
Shares6,036 from 6,045
Change-9 (0%)
Value$519.7K (+$28.3K)
Filed 2026-10-15
Crescent Sterling, Ltd.
INCREASED
Shares6,031 from 5,973
Change+58 (+1%)
Value$519.2K (+$33.8K)
Filed 2026-10-16
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares6,022 from 6,022
Change0 (0%)
Value$489.4K ($0)
Filed 2026-11-03
First Growth Capital LLC
INCREASED
Shares6,015 from 5,911
Change+104 (+2%)
Value$517.7K (+$37.4K)
Filed 2026-10-15
Oakmont Investment Advisors, Inc.
INCREASED
Shares6,011 from 5,864
Change+147 (+3%)
Value$517.6K (+$41.0K)
Filed 2026-10-21
Global Assets Advisory, LLC
DECREASED
Shares5,991 from 6,086
Change-95 (-2%)
Value$517.1K (+$21.5K)
Filed 2026-10-28
Optivise Advisory Services LLC
INCREASED
Shares5,988 from 5,796
Change+192 (+3%)
Value$515.4K (+$44.4K)
Filed 2026-10-19
RW Investment Management LLC
INCREASED
Shares5,984 from 5,920
Change+64 (+1%)
Value$515.1K (+$34.0K)
Filed 2026-11-03
Sava Infond d.o.o.
UNCHANGED
Shares5,980 from 5,980
Change0 (0%)
Value$514.8K (+$28.8K)
Filed 2026-10-28
Wealth Dimensions Group, Ltd.
DECREASED
Shares5,978 from 5,998
Change-20 (0%)
Value$514.6K (+$27.2K)
Filed 2026-11-02
Cooper S Advisors, LLC
INCREASED
Shares5,966 from 5,845
Change+121 (+2%)
Value$513.5K (+$38.5K)
Filed 2026-11-03
Eagle Wealth Strategies LLC
INCREASED
Shares5,965 from 5,914
Change+51 (+1%)
Value$513.4K (+$32.8K)
Filed 2026-10-20
John G Ullman & Associates Inc
UNCHANGED
Shares5,958 from 5,958
Change0 (0%)
Value$512.8K (+$28.7K)
Filed 2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED
Shares5,954 from 6,666
Change-712 (-11%)
Value$512.5K (-$29.2K)
Filed 2026-10-13
Argyle Capital Partners, LLC
INCREASED
Shares5,927 from 5,895
Change+32 (+1%)
Value$510.2K (+$31.1K)
Filed 2026-10-23
Prentiss Smith & Co Inc
UNCHANGED
Shares5,915 from 5,915
Change0 (0%)
Value$509.2K (+$28.5K)
Filed 2026-10-27
Washington Trust Bank
INCREASED
Shares5,899 from 4,749
Change+1,150 (+24%)
Value$507.8K (+$121.8K)
Filed 2026-11-03
Harbour Trust & Investment Management Co
DECREASED
Shares5,896 from 5,946
Change-50 (-1%)
Value$507.5K (+$24.3K)
Filed 2026-10-28
Kellett Wealth Advisors, LLC
INCREASED
Shares5,884 from 5,696
Change+188 (+3%)
Value$506.5K (+$43.6K)
Filed 2026-10-15
American Financial & TAX Strategies Inc
UNCHANGED
Shares5,865 from 5,865
Change0 (0%)
Value$504.9K (+$28.2K)
Filed 2026-10-16
Connecticut Capital Management Group, LLC
INCREASED
Shares5,862 from 5,826
Change+36 (+1%)
Value$504.6K (+$31.1K)
Filed 2026-10-29
Bell Investment Advisors, Inc
INCREASED
Shares5,859 from 5,794
Change+65 (+1%)
Value$504.4K (+$33.5K)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED
Shares5,851 from 5,356
Change+495 (+9%)
Value$503.6K (+$68.3K)
Filed 2026-10-14
Gray Private Wealth, LLC
NEW
Shares5,843
Change+5,843
Value$503.0K
Filed 2026-10-28
Trust Investment Advisors
INCREASED
Shares5,842 from 4,715
Change+1,127 (+24%)
Value$502.9K (+$119.7K)
Filed 2026-10-20
Asset Advisory Group, Inc.
INCREASED
Shares5,831 from 5,830
Change+1 (+0%)
Value$501.9K (+$28.1K)
Filed 2026-10-20
Adelphi Trust Co
INCREASED
Shares5,817 from 5,702
Change+115 (+2%)
Value$500.7K (+$37.3K)
Filed 2026-10-05
Burkett Financial Services, LLC
INCREASED
Shares5,813 from 5,775
Change+38 (+1%)
Value$500.4K (+$31.0K)
Filed 2026-10-01
Oak Harvest Investment Services
INCREASED
Shares5,812 from 5,536
Change+276 (+5%)
Value$500.3K (+$50.3K)
Filed 2026-10-20
Lifestyle Asset Management, Inc.
INCREASED
Shares5,793 from 4,747
Change+1,046 (+22%)
Value$498.7K (+$112.9K)
Filed 2026-10-20
Wagner Wealth Management, Corp
DECREASED
Shares5,759 from 6,354
Change-595 (-9%)
Value$495.8K (-$20.7K)
Filed 2026-10-20
Walker Asset Management, LLC
INCREASED
Shares5,743 from 5,727
Change+16 (+0%)
Value$494.3K (+$28.9K)
Filed 2026-10-13
Oasis Advisors, LLC
NEW
Shares5,714
Change+5,714
Value$491.9K
Filed 2026-10-16
Aviso Wealth Management
DECREASED
Shares5,709 from 5,748
Change-39 (-1%)
Value$491.4K (+$24.2K)
Filed 2026-11-04
Saxony Capital Management, LLC
INCREASED
Shares5,703 from 4,455
Change+1,248 (+28%)
Value$490.9K (+$128.8K)
Filed 2026-10-15
Clark Wealth Partners
INCREASED
Shares5,687 from 5,626
Change+61 (+1%)
Value$492.5K (+$32.4K)
Filed 2026-10-19
USA Financial Formulas
NEW
Shares5,659
Change+5,659
Value$487.1K
Filed 2026-10-16
Paragon Private Wealth Management, LLC
DECREASED
Shares5,652 from 8,726
Change-3,074 (-35%)
Value$486.5K (-$222.6K)
Filed 2026-10-20
Shoker Investment Counsel, Inc.
INCREASED
Shares5,643 from 5,633
Change+10 (+0%)
Value$485.8K (+$27.9K)
Filed 2026-11-04
Sterling Wealth Management, Inc.
UNCHANGED
Shares5,643 from 5,643
Change0 (0%)
Value$485.7K (+$27.1K)
Filed 2026-10-23
KG Capital Management
INCREASED
Shares5,623 from 4,109
Change+1,514 (+37%)
Value$484.0K (+$150.1K)
Filed 2026-10-15
Smart Wealth LLC
INCREASED
Shares5,581 from 5,529
Change+52 (+1%)
Value$480.4K (+$31.0K)
Filed 2026-11-04
Pines Wealth Management, LLC
DECREASED
Shares5,567 from 5,640
Change-73 (-1%)
Value$479.2K (+$20.8K)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED
Shares5,557 from 5,565
Change-8 (0%)
Value$478.3K (+$26.1K)
Filed 2026-10-13
Marotta Asset Management
DECREASED
Shares5,547 from 5,934
Change-387 (-7%)
Value$477.5K (-$4.9K)
Filed 2026-10-02
NewSquare Capital LLC
INCREASED
Shares5,539 from 5,008
Change+531 (+11%)
Value$476.8K (+$69.7K)
Filed 2026-11-06
Midland Wealth Advisors, LLC
DECREASED
Shares5,528 from 10,028
Change-4,500 (-45%)
Value$475.9K (-$339.1K)
Filed 2026-10-26
Black Diamond Financial, LLC
INCREASED
Shares5,528 from 4,548
Change+980 (+22%)
Value$475.8K (+$106.2K)
Filed 2026-10-26
Total Investment Management Inc
UNCHANGED
Shares5,526 from 5,526
Change0 (0%)
Value$475.7K (-$8.3K)
Filed 2026-10-22
Mcdonald Partners LLC
INCREASED
Shares5,493 from 5,418
Change+75 (+1%)
Value$472.8K (+$32.5K)
Filed 2026-11-03
J. L. Bainbridge & Co., Inc.
INCREASED
Shares5,461 from 5,451
Change+10 (+0%)
Value$470.1K (+$27.1K)
Filed 2026-10-20
Richardson Financial Services Inc.
INCREASED
Shares5,457 from 5,175
Change+282 (+5%)
Value$469.7K (+$49.2K)
Filed 2026-10-30
Sentry LLC
UNCHANGED
Shares5,453 from 5,453
Change0 (0%)
Value$469.4K (+$26.2K)
Filed 2026-10-30
Alliance Wealth Advisors, LLC
DECREASED
Shares5,435 from 6,017
Change-582 (-10%)
Value$467.9K (-$21.2K)
Filed 2026-10-28
Canvas Wealth Advisors, LLC
DECREASED
Shares5,433 from 5,508
Change-75 (-1%)
Value$504.3K (+$53.8K)
Filed 2026-11-02
Evansbrook LLC
INCREASED
Shares5,431 from 5,196
Change+235 (+5%)
Value$467.5K (+$45.2K)
Filed 2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED
Shares5,430 from 5,663
Change-233 (-4%)
Value$467.4K (+$7.2K)
Filed 2026-10-15
Terril Brothers, Inc.
DECREASED
Shares5,423 from 7,563
Change-2,140 (-28%)
Value$466.8K (-$147.8K)
Filed 2026-11-06
Darden Wealth Group Inc
INCREASED
Shares5,415 from 5,343
Change+72 (+1%)
Value$466.2K (+$32.0K)
Filed 2026-11-06
Johnson Bixby & Associates, LLC
DECREASED
Shares5,391 from 5,541
Change-150 (-3%)
Value$464.1K (+$13.8K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
DECREASED
Shares5,381 from 10,638
Change-5,257 (-49%)
Value$463.2K (-$401.4K)
Filed 2026-11-03
Country Trust Bank
INCREASED
Shares5,380 from 5,059
Change+321 (+6%)
Value$463.1K (+$52.0K)
Filed 2026-10-30
Sippican Capital Advisors
UNCHANGED
Shares5,373 from 5,373
Change0 (0%)
Value$462.5K (+$25.8K)
Filed 2026-10-23
Cambridge Financial Group, LLC
UNCHANGED
Shares5,369 from 5,369
Change0 (0%)
Value$436.3K ($0)
Filed 2026-10-06
Net Worth Advisory Group
INCREASED
Shares5,365 from 5,278
Change+87 (+2%)
Value$461.9K (+$33.0K)
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
DECREASED
Shares5,359 from 5,506
Change-147 (-3%)
Value$461.3K (+$13.8K)
Filed 2026-10-28
Parisi Gray Wealth Management
INCREASED
Shares5,358 from 5,347
Change+11 (+0%)
Value$461.2K (+$26.6K)
Filed 2026-10-16
Tlwm
INCREASED
Shares5,325 from 4,858
Change+467 (+10%)
Value$458.4K (+$63.6K)
Filed 2026-10-09
Trinity Wealth Management, LLC
NEW
Shares5,323
Change+5,323
Value$458.2K
Filed 2026-10-13
Arbor Investment Advisors, LLC
DECREASED
Shares5,322 from 9,277
Change-3,955 (-43%)
Value$458.1K (-$295.9K)
Filed 2026-10-26
Clean Yield Group
UNCHANGED
Shares5,322 from 5,322
Change0 (0%)
Value$458.1K (+$25.6K)
Filed 2026-10-28
Paulson Wealth Management Inc.
INCREASED
Shares5,321 from 4,652
Change+669 (+14%)
Value$458.0K (+$80.0K)
Filed 2026-11-02
Rede Wealth, LLC
UNCHANGED
Shares5,317 from 5,317
Change0 (0%)
Value$457.7K (+$25.6K)
Filed 2026-10-22
Berkshire Money Management, Inc.
NEW
Shares5,316
Change+5,316
Value$457.6K
Filed 2026-10-21
Financial Network Wealth Advisors LLC
INCREASED
Shares5,314 from 5,273
Change+41 (+1%)
Value$457.4K (+$28.9K)
Filed 2026-10-28
Willow Creek Capital Management, Inc.
UNCHANGED
Shares5,293 from 5,293
Change0 (0%)
Value$430.2K ($0)
Filed 2026-10-16
XY Planning Network, Inc.
INCREASED
Shares5,287 from 4,850
Change+437 (+9%)
Value$455.1K (+$61.0K)
Filed 2026-10-14
Cascade Investment Group, Inc.
UNCHANGED
Shares5,286 from 5,286
Change0 (0%)
Value$455.0K (+$25.4K)
Filed 2026-10-13
Clark Asset Management, LLC
DECREASED
Shares5,270 from 5,340
Change-70 (-1%)
Value$453.6K (+$19.6K)
Filed 2026-10-19
Nova Financial LLC
NEW
Shares5,266
Change+5,266
Value$453.3K
Filed 2026-11-04
Shade Tree Advisors LLC
NEW
Shares5,250
Change+5,250
Value$451.9K
Filed 2026-10-22
Pinion Investment Advisors, LLC
INCREASED
Shares5,242 from 5,191
Change+51 (+1%)
Value$451.2K (+$29.4K)
Filed 2026-11-04
Hall Laurie J Trustee
UNCHANGED
Shares5,240 from 5,240
Change0 (0%)
Value$451.1K (+$25.2K)
Filed 2026-10-06
BKM Wealth Management, LLC
DECREASED
Shares5,222 from 6,542
Change-1,320 (-20%)
Value$449.5K (-$82.2K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares5,201 from 5,201
Change0 (0%)
Value$422.7K ($0)
Filed 2026-10-26
Amarillo National Bank
DECREASED
Shares5,189 from 5,220
Change-31 (-1%)
Value$446.7K (+$22.4K)
Filed 2026-10-23
Juncture Wealth Strategies, LLC
INCREASED
Shares5,188 from 4,362
Change+826 (+19%)
Value$446.5K (+$92.0K)
Filed 2026-10-06
TFB Advisors LLC
INCREASED
Shares5,177 from 5,099
Change+78 (+2%)
Value$445.6K (+$31.2K)
Filed 2026-11-02
TSG Advice Partners, LLC
NEW
Shares5,172
Change+5,172
Value$420.3K
Filed 2026-10-29
Gould Asset Management LLC
UNCHANGED
Shares5,157 from 5,157
Change0 (0%)
Value$443.9K (+$24.8K)
Filed 2026-11-06
Crusonia Wealth Advisors LLC
INCREASED
Shares5,150 from 5,003
Change+147 (+3%)
Value$443.3K (+$36.7K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
INCREASED
Shares5,150 from 5,146
Change+4 (+0%)
Value$443.3K (+$25.1K)
Filed 2026-10-22
Tandem Investment Partners LLC
INCREASED
Shares5,134 from 5,064
Change+70 (+1%)
Value$441.9K (+$30.4K)
Filed 2026-10-16
Fortitude Advisory Group L.L.C.
INCREASED
Shares5,131 from 5,126
Change+5 (+0%)
Value$441.7K (+$25.1K)
Filed 2026-10-15
ADE, LLC
INCREASED
Shares5,128 from 5,089
Change+39 (+1%)
Value$441.4K (+$27.8K)
Filed 2026-10-29
Southland Equity Partners LLC
INCREASED
Shares5,105 from 5,075
Change+30 (+1%)
Value$439.4K (+$27.0K)
Filed 2026-10-14
Acorn Wealth Advisors, LLC
DECREASED
Shares5,102 from 5,195
Change-93 (-2%)
Value$439.2K (+$17.0K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
DECREASED
Shares5,100 from 8,805
Change-3,705 (-42%)
Value$439.0K (-$276.6K)
Filed 2026-10-14
Oak Asset Management, LLC
DECREASED
Shares5,091 from 5,241
Change-150 (-3%)
Value$438.2K (+$12.3K)
Filed 2026-10-13
Kessler Investment Group, LLC
DECREASED
Shares5,088 from 5,108
Change-20 (0%)
Value$438.0K (+$22.8K)
Filed 2026-10-08
Hoxton Planning & Management, LLC
INCREASED
Shares5,083 from 5,029
Change+54 (+1%)
Value$437.5K (+$28.8K)
Filed 2026-10-15
Simon Quick Advisors, LLC
DECREASED
Shares5,078 from 5,395
Change-317 (-6%)
Value$437.1K (-$1.3K)
Filed 2026-10-26
bLong Financial, LLC
UNCHANGED
Shares5,052 from 5,052
Change0 (0%)
Value$434.9K (+$24.3K)
Filed 2026-10-29
Fiera Capital Corp
DECREASED
Shares5,036 from 5,051
Change-15 (0%)
Value$433.5K (+$23.0K)
Filed 2026-11-06
Cedar Point Capital Partners, LLC
UNCHANGED
Shares5,036 from 5,036
Change0 (0%)
Value$433.5K (+$24.2K)
Filed 2026-10-29
Brown Shipley& Co Ltd
INCREASED
Shares5,035 from 4,869
Change+166 (+3%)
Value$433.4K (+$37.7K)
Filed 2026-10-09
Master's Wealth Management Inc.
INCREASED
Shares5,032 from 4,924
Change+108 (+2%)
Value$433.1K (+$32.9K)
Filed 2026-10-22
Alamar Capital Management, LLC
INCREASED
Shares5,006 from 5,004
Change+2 (+0%)
Value$433.6K (+$24.3K)
Filed 2026-11-02
QTR Family Wealth, LLC
INCREASED
Shares4,996 from 4,659
Change+337 (+7%)
Value$430.1K (+$51.4K)
Filed 2026-11-02
Boomfish Wealth Group, LLC
INCREASED
Shares4,982 from 4,951
Change+31 (+1%)
Value$428.9K (+$26.5K)
Filed 2026-10-22
Apollon Financial, LLC
INCREASED
Shares4,973 from 4,798
Change+175 (+4%)
Value$428.1K (+$38.2K)
Filed 2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED
Shares4,962 from 4,888
Change+74 (+2%)
Value$427.1K (+$29.9K)
Filed 2026-10-20
Jeter Robert S II
NEW
Shares4,959
Change+4,959
Value$446.9K
Filed 2026-10-16
Three Magnolias Financial Advisors, LLC
INCREASED
Shares4,945 from 4,458
Change+487 (+11%)
Value$425.7K (+$65.1K)
Filed 2026-10-14
Bensler, LLC
INCREASED
Shares4,931 from 4,493
Change+438 (+10%)
Value$424.4K (+$59.3K)
Filed 2026-11-05
Prosperitas Financial LLC
INCREASED
Shares4,922 from 4,802
Change+120 (+3%)
Value$423.7K (+$33.4K)
Filed 2026-10-28
Purkiss Capital Advisors LLC
INCREASED
Shares4,920 from 4,557
Change+363 (+8%)
Value$423.5K (+$53.2K)
Filed 2026-11-06
Maseco LLP
INCREASED
Shares4,919 from 4,859
Change+60 (+1%)
Value$423.4K (+$28.7K)
Filed 2026-10-27
Gemmer Asset Management LLC
INCREASED
Shares4,908 from 4,538
Change+370 (+8%)
Value$422.5K (+$53.7K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
DECREASED
Shares4,903 from 6,980
Change-2,077 (-30%)
Value$422.1K (-$145.2K)
Filed 2026-10-14
Vista Capital Partners, Inc.
INCREASED
Shares4,903 from 4,789
Change+114 (+2%)
Value$422.1K (+$32.9K)
Filed 2026-11-06
Kimelman & Baird, LLC
DECREASED
Shares4,900 from 7,400
Change-2,500 (-34%)
Value$421.8K (-$179.6K)
Filed 2026-11-03
Legacy Advisors, LLC
DECREASED
Shares4,899 from 5,260
Change-361 (-7%)
Value$424.4K (-$5.9K)
Filed 2026-10-19
Guardian Asset Advisors, LLC
INCREASED
Shares4,886 from 4,818
Change+68 (+1%)
Value$420.6K (+$28.9K)
Filed 2026-10-16
Avaii Wealth Management, LLC
UNCHANGED
Shares4,853 from 4,853
Change0 (0%)
Value$415.6K (+$21.3K)
Filed 2026-10-09
HMV Wealth Advisors, LLC
UNCHANGED
Shares4,850 from 4,850
Change0 (0%)
Value$417.5K (+$23.3K)
Filed 2026-10-27
Unified Investment Management
INCREASED
Shares4,843 from 4,822
Change+21 (+0%)
Value$416.8K (+$25.0K)
Filed 2026-10-14
William Blair Investment Management, LLC
DECREASED
Shares4,841 from 5,952
Change-1,111 (-19%)
Value$416.7K (-$67.0K)
Filed 2026-11-06
TCI Wealth Advisors, Inc.
INCREASED
Shares4,804 from 4,197
Change+607 (+14%)
Value$413.5K (+$72.4K)
Filed 2026-10-30
Mezzasalma Advisors, LLC
INCREASED
Shares4,803 from 4,735
Change+68 (+1%)
Value$413.5K (+$28.6K)
Filed 2026-10-14
Traynor Capital Management, Inc.
DECREASED
Shares4,795 from 4,879
Change-84 (-2%)
Value$412.8K (+$16.2K)
Filed 2026-10-29
General Partner, Inc.
UNCHANGED
Shares4,785 from 4,785
Change0 (0%)
Value$411.9K (+$23.0K)
Filed 2026-10-05
RED Cedar Investment Management, LLC
UNCHANGED
Shares4,774 from 4,774
Change0 (0%)
Value$410.9K (+$23.0K)
Filed 2026-11-04
Blossom Wealth Management
INCREASED
Shares4,753 from 4,637
Change+116 (+3%)
Value$409.1K (+$32.3K)
Filed 2026-11-03
Westco Advisory Services Inc
DECREASED
Shares4,750 from 4,805
Change-55 (-1%)
Value$408.9K (+$18.4K)
Filed 2026-10-14
Private Client Services, LLC
INCREASED
Shares4,734 from 3,570
Change+1,164 (+33%)
Value$407.5K (+$117.4K)
Filed 2026-10-02
Syverson Strege & Co
DECREASED
Shares4,734 from 4,745
Change-11 (0%)
Value$407.5K (+$21.9K)
Filed 2026-11-02
EdgeRock Capital LLC
INCREASED
Shares4,726 from 4,333
Change+393 (+9%)
Value$406.8K (+$54.7K)
Filed 2026-11-03
Weaver Consulting Group
INCREASED
Shares4,724 from 4,314
Change+410 (+10%)
Value$406.6K (+$56.0K)
Filed 2026-10-07
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares4,714 from 4,764
Change-50 (-1%)
Value$406.0K (+$19.0K)
Filed 2026-10-26
CLG LLC
DECREASED
Shares4,694 from 4,704
Change-10 (0%)
Value$404.0K (+$21.7K)
Filed 2026-10-13
Fortress Financial Group, LLC
INCREASED
Shares4,688 from 4,645
Change+43 (+1%)
Value$403.5K (+$26.1K)
Filed 2026-10-21
W.H. Cornerstone Investments Inc.
INCREASED
Shares4,683 from 4,655
Change+28 (+1%)
Value$403.1K (+$24.8K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
DECREASED
Shares4,679 from 5,313
Change-634 (-12%)
Value$402.8K (-$29.0K)
Filed 2026-10-16
Phillips Financial Management, LLC
DECREASED
Shares4,678 from 4,686
Change-8 (0%)
Value$402.7K (+$21.9K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
DECREASED
Shares4,676 from 4,705
Change-29 (-1%)
Value$402.5K (+$20.1K)
Filed 2026-10-14
Aletheian Wealth Advisors LLC
DECREASED
Shares4,667 from 5,148
Change-481 (-9%)
Value$401.7K (-$16.6K)
Filed 2026-10-08
Hoge Financial Services, LLC
DECREASED
Shares4,657 from 4,719
Change-62 (-1%)
Value$400.9K (+$17.4K)
Filed 2026-11-05
GSG Advisors LLC
INCREASED
Shares4,649 from 4,461
Change+188 (+4%)
Value$400.2K (+$37.6K)
Filed 2026-11-03
Augustine Asset Management Inc
INCREASED
Shares4,648 from 4,229
Change+419 (+10%)
Value$400.1K (+$56.4K)
Filed 2026-10-13
LifePlan Financial, LLC
DECREASED
Shares4,645 from 5,232
Change-587 (-11%)
Value$407.7K (-$17.5K)
Filed 2026-10-13
Noesis Capital Mangement Corp
DECREASED
Shares4,642 from 5,252
Change-610 (-12%)
Value$399.6K (-$27.2K)
Filed 2026-10-26
Worth Asset Management, LLC
INCREASED
Shares4,640 from 3,156
Change+1,484 (+47%)
Value$399.4K (+$142.9K)
Filed 2026-10-07
Plan Group Financial, LLC
DECREASED
Shares4,638 from 4,831
Change-193 (-4%)
Value$433.6K (+$41.0K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares4,631 from 4,472
Change+159 (+4%)
Value$398.6K (+$35.2K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares4,628 from 4,343
Change+285 (+7%)
Value$398.0K (+$45.0K)
Filed 2026-10-27
Charles Schwab Trust Co
NEW
Shares4,625
Change+4,625
Value$398.1K
Filed 2026-10-15
Warwick Investment Management, Inc.
DECREASED
Shares4,625 from 4,976
Change-351 (-7%)
Value$398.1K (-$6.3K)
Filed 2026-10-19
Cpwa, LLC
INCREASED
Shares4,625 from 4,534
Change+91 (+2%)
Value$415.2K (+$46.7K)
Filed 2026-11-04
IFG Advisors, LLC
INCREASED
Shares4,619 from 4,613
Change+6 (+0%)
Value$397.6K (+$22.7K)
Filed 2026-10-15
Reston Wealth Management LLC
INCREASED
Shares4,613 from 4,597
Change+16 (+0%)
Value$397.1K (+$23.5K)
Filed 2026-10-29
Advisor Resource Council
INCREASED
Shares4,608 from 4,473
Change+135 (+3%)
Value$398.7K (+$28.0K)
Filed 2026-11-05
Wiser Wealth Management, Inc
DECREASED
Shares4,589 from 5,373
Change-784 (-15%)
Value$395.0K (-$41.6K)
Filed 2026-10-14
Middleton & Co Inc
DECREASED
Shares4,575 from 4,625
Change-50 (-1%)
Value$393.8K (+$17.9K)
Filed 2026-10-23
Norris Perne & French LLP
DECREASED
Shares4,574 from 11,485
Change-6,911 (-60%)
Value$393.7K (-$539.7K)
Filed 2026-10-23
KOM Wealth Management Group, LLC
INCREASED
Shares4,574 from 4,569
Change+5 (+0%)
Value$393.8K (+$22.5K)
Filed 2026-10-15
Sageworth Trust Co
INCREASED
Shares4,558 from 4,150
Change+408 (+10%)
Value$392.4K (+$55.1K)
Filed 2026-10-30
Marietta Wealth Management, LLC
DECREASED
Shares4,537 from 5,525
Change-988 (-18%)
Value$416.4K (-$32.6K)
Filed 2026-10-22
Sepio Capital, LP
DECREASED
Shares4,526 from 6,384
Change-1,858 (-29%)
Value$389.6K (-$129.2K)
Filed 2026-10-22
Baron Wealth Management LLC
INCREASED
Shares4,523 from 4,019
Change+504 (+13%)
Value$389.3K (+$62.8K)
Filed 2026-10-27
Ariadne Wealth Management, LP
INCREASED
Shares4,516 from 3,568
Change+948 (+27%)
Value$388.7K (+$98.8K)
Filed 2026-11-06
Manske Wealth Management
INCREASED
Shares4,505 from 4,047
Change+458 (+11%)
Value$387.7K (+$58.9K)
Filed 2026-10-26
True Private Wealth Advisors
INCREASED
Shares4,505 from 4,476
Change+29 (+1%)
Value$387.8K (+$24.1K)
Filed 2026-10-19
Davis Investment Partners, LLC
INCREASED
Shares4,481 from 4,456
Change+25 (+1%)
Value$385.8K (+$23.6K)
Filed 2026-11-05
Orange Investment Advisors, Inc.
UNCHANGED
Shares4,469 from 4,469
Change0 (0%)
Value$384.7K (+$21.5K)
Filed 2026-10-23
High Point Wealth Management, LLC
INCREASED
Shares4,463 from 4,450
Change+13 (+0%)
Value$384.2K (+$22.6K)
Filed 2026-11-05
Fidelity D & D Bancorp Inc
UNCHANGED
Shares4,452 from 4,452
Change0 (0%)
Value$383.2K (+$21.4K)
Filed 2026-11-05
Westover Capital Advisors, LLC
INCREASED
Shares4,422 from 3,337
Change+1,085 (+33%)
Value$380.6K (+$109.4K)
Filed 2026-10-26
Kendall Capital Management
INCREASED
Shares4,422 from 4,319
Change+103 (+2%)
Value$380.6K (+$29.6K)
Filed 2026-10-23
Carter Financial Group, Inc.
INCREASED
Shares4,413 from 3,223
Change+1,190 (+37%)
Value$381.2K (+$118.4K)
Filed 2026-10-21
Liberty Capital Management, Inc.
UNCHANGED
Shares4,377 from 4,377
Change0 (0%)
Value$376.8K (+$21.1K)
Filed 2026-11-02
CGN Advisors LLC
DECREASED
Shares4,375 from 5,733
Change-1,358 (-24%)
Value$376.6K (-$89.3K)
Filed 2026-10-21
Old Peak Finance LLC
INCREASED
Shares4,374 from 4,091
Change+283 (+7%)
Value$376.5K (+$44.0K)
Filed 2026-11-02
First United Bank & Trust
INCREASED
Shares4,373 from 4,372
Change+1 (+0%)
Value$376.4K (+$21.1K)
Filed 2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED
Shares4,369 from 4,355
Change+14 (+0%)
Value$410.2K (+$50.4K)
Filed 2026-10-28
South Shore Capital Advisors
UNCHANGED
Shares4,368 from 4,368
Change0 (0%)
Value$376.0K (+$21.0K)
Filed 2026-10-20
Vision Financial Markets LLC
DECREASED
Shares4,365 from 4,421
Change-56 (-1%)
Value$375.7K (+$16.4K)
Filed 2026-10-22
Mirador Capital Partners LP
INCREASED
Shares4,354 from 4,339
Change+15 (+0%)
Value$374.8K (+$22.2K)
Filed 2026-10-09
McElhenny Sheffield Capital Management, LLC
DECREASED
Shares4,347 from 4,687
Change-340 (-7%)
Value$374.2K (-$6.7K)
Filed 2026-11-06
Sage Rhino Capital LLC
DECREASED
Shares4,344 from 4,371
Change-27 (-1%)
Value$374.0K (+$18.7K)
Filed 2026-10-28
Legacy Financial Strategies, LLC
INCREASED
Shares4,340 from 4,194
Change+146 (+3%)
Value$373.6K (+$32.7K)
Filed 2026-10-15
Watchman Group, Inc.
INCREASED
Shares4,331 from 4,056
Change+275 (+7%)
Value$372.8K (+$43.2K)
Filed 2026-10-16
Trail Ridge Investment Advisors, LLC
INCREASED
Shares4,329 from 3,981
Change+348 (+9%)
Value$372.7K (+$49.1K)
Filed 2026-10-16
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED
Shares4,320 from 4,293
Change+27 (+1%)
Value$371.8K (+$23.0K)
Filed 2026-11-03
Owl Creek Wealth Partners LLC
DECREASED
Shares4,318 from 4,348
Change-30 (-1%)
Value$371.7K (+$18.3K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
INCREASED
Shares4,315 from 4,293
Change+22 (+1%)
Value$371.4K (+$22.5K)
Filed 2026-10-14
Brucke Financial, Inc.
INCREASED
Shares4,311 from 3,510
Change+801 (+23%)
Value$371.1K (+$85.8K)
Filed 2026-10-23
Financial Partners Group, Inc
INCREASED
Shares4,307 from 4,160
Change+147 (+4%)
Value$370.7K (+$32.6K)
Filed 2026-10-19
Aurora Investment Managers, Llc.
DECREASED
Shares4,307 from 4,349
Change-42 (-1%)
Value$371.0K (+$18.0K)
Filed 2026-10-15
Madson Wealth Advisors Inc
INCREASED
Shares4,305 from 4,301
Change+4 (+0%)
Value$370.6K (+$21.0K)
Filed 2026-10-13
Endeavor Private Wealth, Inc.
INCREASED
Shares4,300 from 4,140
Change+160 (+4%)
Value$372.5K (+$33.8K)
Filed 2026-11-05
Frederick Financial Consultants, LLC
INCREASED
Shares4,292 from 4,227
Change+65 (+2%)
Value$369.5K (+$25.9K)
Filed 2026-10-29
Baugh & Associates, LLC
INCREASED
Shares4,273 from 4,187
Change+86 (+2%)
Value$359.8K (+$19.5K)
Filed 2026-10-16
Princeton Capital Management LLC
UNCHANGED
Shares4,247 from 4,247
Change0 (0%)
Value$365.6K (+$20.4K)
Filed 2026-10-27
Investment Planning Advisors, Inc.
INCREASED
Shares4,240 from 3,558
Change+682 (+19%)
Value$365.0K (+$75.8K)
Filed 2026-10-14
Post Resch Tallon Group Inc.
INCREASED
Shares4,232 from 4,231
Change+1 (+0%)
Value$364.3K (+$20.5K)
Filed 2026-10-09
Nikulski Financial, Inc.
INCREASED
Shares4,228 from 2,818
Change+1,410 (+50%)
Value$364.1K (+$134.9K)
Filed 2026-11-06
Pathway Financial Advisors LLC
UNCHANGED
Shares4,227 from 4,227
Change0 (0%)
Value$363.8K (+$8.2K)
Filed 2026-10-07
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares4,226 from 4,546
Change-320 (-7%)
Value$363.8K (-$5.7K)
Filed 2026-10-06
TFC Financial Management, Inc.
UNCHANGED
Shares4,191 from 4,191
Change0 (0%)
Value$360.8K (+$20.2K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
INCREASED
Shares4,189 from 2,876
Change+1,313 (+46%)
Value$360.6K (+$126.0K)
Filed 2026-11-02
Colony Family Offices, LLC
UNCHANGED
Shares4,184 from 4,184
Change0 (0%)
Value$362.4K (+$20.1K)
Filed 2026-10-22
Schmidt P J Investment Management Inc
INCREASED
Shares4,176 from 3,796
Change+380 (+10%)
Value$359.5K (+$51.0K)
Filed 2026-11-02
Clear Investment Research, LLC
DECREASED
Shares4,176 from 4,234
Change-58 (-1%)
Value$359.4K (+$15.3K)
Filed 2026-11-06
CMH Wealth Management LLC
DECREASED
Shares4,172 from 4,712
Change-540 (-11%)
Value$361.3K (-$24.1K)
Filed 2026-10-22
NavPoint Financial, Inc.
INCREASED
Shares4,163 from 4,155
Change+8 (+0%)
Value$358.3K (+$20.7K)
Filed 2026-10-21
Braun-Bostich & Associates Inc.
INCREASED
Shares4,157 from 4,132
Change+25 (+1%)
Value$357.8K (+$22.0K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
DECREASED
Shares4,156 from 4,806
Change-650 (-14%)
Value$357.8K (-$32.8K)
Filed 2026-11-02
BOS Asset Management, LLC
DECREASED
Shares4,155 from 4,246
Change-91 (-2%)
Value$357.7K (+$12.6K)
Filed 2026-10-09
Signature Equity Partners, LLC
INCREASED
Shares4,153 from 3,891
Change+262 (+7%)
Value$357.5K (+$41.3K)
Filed 2026-10-29
Total Wealth Planning & Management, Inc.
DECREASED
Shares4,148 from 4,185
Change-37 (-1%)
Value$357.1K (+$16.9K)
Filed 2026-10-23
International Private Wealth Advisors LLC
INCREASED
Shares4,134 from 4,046
Change+88 (+2%)
Value$355.9K (+$27.0K)
Filed 2026-11-05
Reicon Wealth Advisors, LLC
UNCHANGED
Shares4,125 from 4,125
Change0 (0%)
Value$355.1K (+$19.8K)
Filed 2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares4,115 from 3,821
Change+294 (+8%)
Value$354.2K (+$43.7K)
Filed 2026-10-15
Viewpoint Capital Management LLC
INCREASED
Shares4,114 from 2,642
Change+1,472 (+56%)
Value$354.1K (+$139.4K)
Filed 2026-10-27
Kelly Financial Group LLC
INCREASED
Shares4,113 from 4,097
Change+16 (+0%)
Value$356.2K (+$21.1K)
Filed 2026-10-16
Lake Street Private Wealth, LLC
DECREASED
Shares4,111 from 4,248
Change-137 (-3%)
Value$353.9K (+$8.6K)
Filed 2026-10-22
Vision Capital Management, Inc.
DECREASED
Shares4,107 from 6,217
Change-2,110 (-34%)
Value$353.5K (-$151.7K)
Filed 2026-10-20
Beacon Financial Strategies Corp
DECREASED
Shares4,107 from 4,181
Change-74 (-2%)
Value$353.5K (+$13.7K)
Filed 2026-10-14
Sculati Wealth Management, LLC
INCREASED
Shares4,103 from 4,059
Change+44 (+1%)
Value$368.4K (+$37.4K)
Filed 2026-10-19
Cherokee Insurance Co
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$352.9K (+$19.7K)
Filed 2026-11-05
Tanager Wealth Management LLP
DECREASED
Shares4,082 from 4,168
Change-86 (-2%)
Value$351.5K (+$12.6K)
Filed 2026-10-19
Central Valley Advisors, LLC
DECREASED
Shares4,079 from 5,747
Change-1,668 (-29%)
Value$351.1K (-$116.0K)
Filed 2026-10-27
Blue Water Asset Management
INCREASED
Shares4,077 from 4,009
Change+68 (+2%)
Value$351.0K (+$25.1K)
Filed 2026-11-04
Baker Ellis Asset Management LLC
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$350.8K (+$19.6K)
Filed 2026-10-14
Andrews Advisory Associates, LLC
DECREASED
Shares4,074 from 4,154
Change-80 (-2%)
Value$350.7K (+$13.1K)
Filed 2026-10-15
Willner & Heller, LLC
INCREASED
Shares4,066 from 4,043
Change+23 (+1%)
Value$350.0K (+$21.4K)
Filed 2026-10-28
Encompass More Asset Management
DECREASED
Shares4,060 from 4,291
Change-231 (-5%)
Value$349.5K (+$742)
Filed 2026-10-16
Cabot Wealth Management Inc
DECREASED
Shares4,058 from 4,086
Change-28 (-1%)
Value$349.3K (+$17.2K)
Filed 2026-11-05
Investment Research & Advisory Group, Inc.
DECREASED
Shares4,057 from 4,164
Change-107 (-3%)
Value$376.1K (+$16.7K)
Filed 2026-10-19
WealthPoint Financial, LLC
INCREASED
Shares4,049 from 3,988
Change+61 (+2%)
Value$348.6K (+$24.5K)
Filed 2026-11-03
Crown Wealth Group, LLC
INCREASED
Shares4,040 from 3,755
Change+285 (+8%)
Value$347.8K (+$42.6K)
Filed 2026-10-19
Bank of Stockton
INCREASED
Shares4,031 from 3,844
Change+187 (+5%)
Value$347.0K (+$34.6K)
Filed 2026-10-20
Heck Capital Advisors, LLC
INCREASED
Shares4,017 from 3,857
Change+160 (+4%)
Value$346.7K (+$32.4K)
Filed 2026-10-14
Congress Park Capital LLC
UNCHANGED
Shares4,013 from 4,013
Change0 (0%)
Value$345.4K (+$19.3K)
Filed 2026-10-13
WealthBridge Capital Management, LLC
INCREASED
Shares4,011 from 3,882
Change+129 (+3%)
Value$345.3K (+$29.8K)
Filed 2026-10-16
Alchemi Wealth, LLC
INCREASED
Shares4,011 from 3,889
Change+122 (+3%)
Value$345.4K (+$29.2K)
Filed 2026-11-04
Curran Financial Partners, LLC
INCREASED
Shares4,010 from 4,007
Change+3 (+0%)
Value$345.2K (+$19.5K)
Filed 2026-11-04
Stronghold Wealth Management L.L.C.
INCREASED
Shares4,007 from 3,938
Change+69 (+2%)
Value$344.9K (+$24.9K)
Filed 2026-10-16
McBroom & Associates, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$344.3K (+$19.2K)
Filed 2026-10-29
Partnership Wealth Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$344.3K (+$19.2K)
Filed 2026-10-05
Investment Research Partners LLC
INCREASED
Shares3,992 from 3,809
Change+183 (+5%)
Value$343.7K (+$34.1K)
Filed 2026-10-19
Vestia Personal Wealth Advisors
INCREASED
Shares3,986 from 3,895
Change+91 (+2%)
Value$343.2K (+$23.6K)
Filed 2026-10-20
University of Texas S AM Investment Management Co
DECREASED
Shares3,985 from 4,060
Change-75 (-2%)
Value$343.6K (+$13.1K)
Filed 2026-11-03
Beacon Bank & Trust
DECREASED
Shares3,981 from 4,045
Change-64 (-2%)
Value$342.7K (+$13.9K)
Filed 2026-10-27
Verus Financial Partners, Inc.
INCREASED
Shares3,978 from 3,903
Change+75 (+2%)
Value$342.4K (+$25.2K)
Filed 2026-10-29
Value Investment Professionals, LLC
INCREASED
Shares3,972 from 3,962
Change+10 (+0%)
Value$341.9K (+$19.9K)
Filed 2026-10-13
Grandview Asset Management LLC
DECREASED
Shares3,966 from 4,229
Change-263 (-6%)
Value$341.4K (-$2.3K)
Filed 2026-10-19
August Group Capital Ltd
INCREASED
Shares3,963 from 3,942
Change+21 (+1%)
Value$341.0K (+$20.8K)
Filed 2026-10-14
Sara-Bay Financial
DECREASED
Shares3,959 from 4,059
Change-100 (-2%)
Value$340.8K (+$10.9K)
Filed 2026-10-21
Shakespeare Wealth Management, LLC
NEW
Shares3,941
Change+3,941
Value$339.3K
Filed 2026-10-28
Scissortail Wealth Management, LLC
INCREASED
Shares3,936 from 3,454
Change+482 (+14%)
Value$338.8K (+$58.1K)
Filed 2026-11-03
Eurizon SLJ Capital Ltd
INCREASED
Shares3,934 from 3,678
Change+256 (+7%)
Value$338.6K (+$39.7K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
DECREASED
Shares3,932 from 4,065
Change-133 (-3%)
Value$338.5K (+$8.1K)
Filed 2026-11-03
Financial Consulate, Inc
DECREASED
Shares3,926 from 4,123
Change-197 (-5%)
Value$338.2K (+$2.9K)
Filed 2026-10-23
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares3,925 from 3,925
Change0 (0%)
Value$337.9K (+$18.9K)
Filed 2026-10-26
Tucker Asset Management LLC
INCREASED
Shares3,919 from 2,757
Change+1,162 (+42%)
Value$337.3K (+$113.3K)
Filed 2026-10-29
Insight Wealth Strategies, LLC
INCREASED
Shares3,896 from 3,696
Change+200 (+5%)
Value$335.3K (+$34.9K)
Filed 2026-10-09
Accel Wealth Management
INCREASED
Shares3,892 from 3,886
Change+6 (+0%)
Value$335.0K (+$19.3K)
Filed 2026-10-13
Trinity Financial Advisors LLC
INCREASED
Shares3,891 from 3,887
Change+4 (+0%)
Value$337.0K (+$19.0K)
Filed 2026-10-09
Tenet Wealth Partners, LLC
INCREASED
Shares3,888 from 3,486
Change+402 (+12%)
Value$334.7K (+$41.6K)
Filed 2026-10-19
Buska Wealth Management, LLC
DECREASED
Shares3,878 from 3,886
Change-8 (0%)
Value$333.8K (+$18.0K)
Filed 2026-10-08
Strategic Wealth Investment Group, LLC
DECREASED
Shares3,874 from 4,261
Change-387 (-9%)
Value$333.5K (-$12.8K)
Filed 2026-10-29
Bfsg, LLC
INCREASED
Shares3,853 from 3,513
Change+340 (+10%)
Value$331.7K (+$46.2K)
Filed 2026-10-30
Mindset Wealth Management, LLC
DECREASED
Shares3,835 from 3,960
Change-125 (-3%)
Value$330.1K (+$8.3K)
Filed 2026-10-19
Stirlingshire Investments, Inc.
NEW
Shares3,824
Change+3,824
Value$331.2K
Filed 2026-11-05
Aurora Private Wealth, Inc.
DECREASED
Shares3,806 from 4,346
Change-540 (-12%)
Value$328.0K (-$25.0K)
Filed 2026-10-20
Ayrshire Capital Management LLC
DECREASED
Shares3,800 from 4,660
Change-860 (-18%)
Value$327.1K (-$51.6K)
Filed 2026-10-20
5th Street Advisors, LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$327.1K (+$18.3K)
Filed 2026-11-04
Independent Wealth Network Inc.
INCREASED
Shares3,799 from 3,724
Change+75 (+2%)
Value$327.1K (+$24.4K)
Filed 2026-10-19
Fulcrum Equity Management
DECREASED
Shares3,772 from 3,777
Change-5 (0%)
Value$324.7K (+$17.8K)
Filed 2026-10-21
Compass Wealth Management, LLC
DECREASED
Shares3,771 from 3,852
Change-81 (-2%)
Value$324.7K (+$11.6K)
Filed 2026-10-30
Altus Wealth Group LLC
DECREASED
Shares3,758 from 3,763
Change-5 (0%)
Value$323.5K (+$17.7K)
Filed 2026-10-20
Integris Wealth Management, LLC
INCREASED
Shares3,755 from 3,703
Change+52 (+1%)
Value$323.2K (+$22.3K)
Filed 2026-10-14
Insight Advisors, LLC/ PA
DECREASED
Shares3,755 from 3,785
Change-30 (-1%)
Value$323.3K (+$15.6K)
Filed 2026-10-22
Arlington Trust Co LLC
INCREASED
Shares3,749 from 2,920
Change+829 (+28%)
Value$322.7K (+$85.4K)
Filed 2026-10-20
Aufman Associates Inc
UNCHANGED
Shares3,749 from 3,749
Change0 (0%)
Value$322.7K (+$18.1K)
Filed 2026-11-04
L.K. Benson & Company, P.C.
UNCHANGED
Shares3,747 from 3,747
Change0 (0%)
Value$322.5K (+$18.0K)
Filed 2026-10-23
Dodds Wealth, LLC
UNCHANGED
Shares3,747 from 3,747
Change0 (0%)
Value$322.6K (+$18.0K)
Filed 2026-11-02
Kozak & Associates, Inc.
DECREASED
Shares3,737 from 3,895
Change-158 (-4%)
Value$342.8K (+$26.2K)
Filed 2026-10-29
Jefferies Financial Group Inc.
DECREASED
Shares3,732 from 154,907
Change-151,175 (-98%)
Value$321.3K (-$12.3M)
Filed 2026-11-05
Coastline Trust Co
DECREASED
Shares3,724 from 3,833
Change-109 (-3%)
Value$320.6K (+$9.1K)
Filed 2026-10-01
AMI Investment Management Inc
INCREASED
Shares3,709 from 2,993
Change+716 (+24%)
Value$319.3K (+$76.0K)
Filed 2026-10-27
MPS Loria Financial Planners, LLC
INCREASED
Shares3,708 from 3,443
Change+265 (+8%)
Value$319.3K (+$39.3K)
Filed 2026-10-14
Avantra Family Wealth, Inc.
INCREASED
Shares3,706 from 3,645
Change+61 (+2%)
Value$319.0K (+$22.8K)
Filed 2026-10-20
Essential Investment Partners LLC
INCREASED
Shares3,702 from 3,160
Change+542 (+17%)
Value$318.7K (+$61.9K)
Filed 2026-10-27
Forteris Wealth Management Inc.
INCREASED
Shares3,694 from 3,056
Change+638 (+21%)
Value$318.0K (+$69.6K)
Filed 2026-10-13
Keystone Wealth Services, LLC
INCREASED
Shares3,692 from 3,081
Change+611 (+20%)
Value$320.6K (+$70.2K)
Filed 2026-11-03
Hoertkorn Richard Charles
UNCHANGED
Shares3,680 from 3,680
Change0 (0%)
Value$316.8K (+$17.7K)
Filed 2026-11-04
FAI Advisors, Inc.
INCREASED
Shares3,677 from 3,465
Change+212 (+6%)
Value$316.5K (+$34.9K)
Filed 2026-10-27
Compass Financial Group, Inc
UNCHANGED
Shares3,674 from 3,674
Change0 (0%)
Value$316.3K (+$17.7K)
Filed 2026-10-13
Triangle Securities Wealth Management
DECREASED
Shares3,663 from 3,820
Change-157 (-4%)
Value$315.3K (+$4.9K)
Filed 2026-10-14
Boyd Wealth Management, LLC
INCREASED
Shares3,662 from 2,786
Change+876 (+31%)
Value$315.2K (+$88.8K)
Filed 2026-10-20
PFS Partners, LLC
INCREASED
Shares3,657 from 3,656
Change+1 (+0%)
Value$314.8K (+$17.7K)
Filed 2026-10-21
E&G Advisors, LLC
INCREASED
Shares3,656 from 3,606
Change+50 (+1%)
Value$312.0K (+$21.2K)
Filed 2026-10-13
Teamwork Financial Advisors, LLC
INCREASED
Shares3,654 from 2,627
Change+1,027 (+39%)
Value$314.6K (+$101.1K)
Filed 2026-10-19
Power Wealth Management LLC
INCREASED
Shares3,654 from 3,622
Change+32 (+1%)
Value$314.5K (+$20.2K)
Filed 2026-10-27
BXM Wealth LLC
UNCHANGED
Shares3,627 from 3,627
Change0 (0%)
Value$312.2K (+$17.4K)
Filed 2026-11-03
Climber Capital SA
INCREASED
Shares3,625 from 3,392
Change+233 (+7%)
Value$295.9K (+$20.7K)
Filed 2026-10-20
NBH Bank
INCREASED
Shares3,624 from 3,252
Change+372 (+11%)
Value$312.0K (+$47.7K)
Filed 2026-11-05
Warner Financial, Inc
INCREASED
Shares3,620 from 3,613
Change+7 (+0%)
Value$311.6K (+$18.0K)
Filed 2026-11-06
Oxler Private Wealth LLC
DECREASED
Shares3,619 from 3,679
Change-60 (-2%)
Value$311.5K (+$12.6K)
Filed 2026-10-21
Centerline Wealth Advisors, LLC
INCREASED
Shares3,616 from 3,614
Change+2 (+0%)
Value$311.3K (+$17.5K)
Filed 2026-10-15
Mirabaud & Cie SA
INCREASED
Shares3,608 from 3,093
Change+515 (+17%)
Value$310.6K (+$59.2K)
Filed 2026-10-27
Wallington Asset Management, LLC
INCREASED
Shares3,608 from 3,108
Change+500 (+16%)
Value$310.6K (+$58.0K)
Filed 2026-11-04
Cutler Investment Counsel LLC
INCREASED
Shares3,606 from 3,509
Change+97 (+3%)
Value$312.3K (+$25.3K)
Filed 2026-10-28
Cumberland Advisors Inc
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$309.9K (+$17.3K)
Filed 2026-10-30
Sentinel Advisory Group, LLC
UNCHANGED
Shares3,594 from 3,594
Change0 (0%)
Value$309.4K (+$17.3K)
Filed 2026-10-20
Solstein Capital, LLC
UNCHANGED
Shares3,583 from 3,583
Change0 (0%)
Value$308.4K (+$17.2K)
Filed 2026-11-02
Innova Wealth Partners
INCREASED
Shares3,573 from 3,383
Change+190 (+6%)
Value$307.6K (+$32.7K)
Filed 2026-10-21
Flagship Wealth Advisors, LLC
UNCHANGED
Shares3,572 from 3,572
Change0 (0%)
Value$307.5K (+$17.2K)
Filed 2026-11-03
Tillman Hartley LLC
DECREASED
Shares3,571 from 3,700
Change-129 (-3%)
Value$307.4K (+$6.7K)
Filed 2026-11-06
Horizon Wealth Management, LLC
DECREASED
Shares3,569 from 3,593
Change-24 (-1%)
Value$307.2K (+$15.2K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
INCREASED
Shares3,564 from 2,587
Change+977 (+38%)
Value$313.8K (+$99.2K)
Filed 2026-10-13
Gibraltar Capital Management, Inc.
INCREASED
Shares3,555 from 2,936
Change+619 (+21%)
Value$306.0K (+$67.4K)
Filed 2026-10-27
Rebalance, LLC
DECREASED
Shares3,555 from 3,604
Change-49 (-1%)
Value$306.0K (+$13.1K)
Filed 2026-10-22
Insight Wealth Partners, LLC
DECREASED
Shares3,552 from 3,636
Change-84 (-2%)
Value$305.8K (+$10.3K)
Filed 2026-10-26
Benin Management Corp
UNCHANGED
Shares3,551 from 3,551
Change0 (0%)
Value$305.7K (+$17.1K)
Filed 2026-10-22
Motive Wealth Advisors
DECREASED
Shares3,550 from 3,563
Change-13 (0%)
Value$305.6K (+$16.0K)
Filed 2026-10-26
Arsenal Capital Advisors LLC
DECREASED
Shares3,537 from 3,677
Change-140 (-4%)
Value$304.5K (+$5.7K)
Filed 2026-11-02
Dillon & Associates Inc
DECREASED
Shares3,528 from 3,728
Change-200 (-5%)
Value$303.0K (+$1.0K)
Filed 2026-10-22
Carlson Financial, Inc.
INCREASED
Shares3,524 from 3,511
Change+13 (+0%)
Value$303.3K (+$18.1K)
Filed 2026-11-05
IAG Wealth Partners, LLC
DECREASED
Shares3,502 from 3,611
Change-109 (-3%)
Value$301.4K (+$7.9K)
Filed 2026-11-06
BFI Infinity Ltd.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$301.3K (+$16.8K)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED
Shares3,492 from 3,617
Change-125 (-3%)
Value$300.6K (+$6.6K)
Filed 2026-11-03
Echo45 Advisors LLC
INCREASED
Shares3,491 from 2,560
Change+931 (+36%)
Value$300.5K (+$92.5K)
Filed 2026-10-07
Peoples Bank
INCREASED
Shares3,485 from 3,244
Change+241 (+7%)
Value$300.0K (+$36.3K)
Filed 2026-10-26
Acorn Creek Capital LLC
INCREASED
Shares3,475 from 3,438
Change+37 (+1%)
Value$299.1K (+$19.7K)
Filed 2026-11-05
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares3,469 from 3,469
Change0 (0%)
Value$330.7K (+$48.8K)
Filed 2026-10-29
Old Second National Bank of Aurora
DECREASED
Shares3,467 from 3,617
Change-150 (-4%)
Value$298.4K (+$4.5K)
Filed 2026-10-22
Intelligence Driven Advisers, LLC
INCREASED
Shares3,465 from 3,068
Change+397 (+13%)
Value$298.3K (+$48.9K)
Filed 2026-10-09
Vista Investment Partners II, LLC
DECREASED
Shares3,462 from 4,042
Change-580 (-14%)
Value$298.0K (-$30.5K)
Filed 2026-10-15
CMG Global Holdings, LLC
INCREASED
Shares3,461 from 3,459
Change+2 (+0%)
Value$297.9K (+$16.8K)
Filed 2026-10-14
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares3,457 from 3,373
Change+84 (+2%)
Value$297.6K (+$23.5K)
Filed 2026-11-02
626 Financial, LLC
INCREASED
Shares3,456 from 3,453
Change+3 (+0%)
Value$297.5K (+$16.9K)
Filed 2026-11-04
Creekside Partners
UNCHANGED
Shares3,453 from 3,453
Change0 (0%)
Value$297.2K (+$16.6K)
Filed 2026-11-04
Security National Bank
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$297.0K (+$16.6K)
Filed 2026-10-26
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares3,444 from 3,444
Change0 (0%)
Value$296.5K (+$16.6K)
Filed 2026-10-28
Richmond Investment Services, LLC
INCREASED
Shares3,443 from 3,019
Change+424 (+14%)
Value$296.4K (+$51.1K)
Filed 2026-10-29
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares3,439 from 3,439
Change0 (0%)
Value$296.0K (+$16.5K)
Filed 2026-11-02
Well Done, LLC
DECREASED
Shares3,426 from 3,504
Change-78 (-2%)
Value$294.9K (+$10.2K)
Filed 2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares3,405 from 3,345
Change+60 (+2%)
Value$293.1K (+$21.3K)
Filed 2026-10-27
Sage Mountain Advisors LLC
DECREASED
Shares3,401 from 5,175
Change-1,774 (-34%)
Value$292.8K (-$127.8K)
Filed 2026-11-02
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares3,401 from 3,359
Change+42 (+1%)
Value$292.8K (+$19.8K)
Filed 2026-10-16
Burns Matteson Capital Management, LLC
DECREASED
Shares3,398 from 3,538
Change-140 (-4%)
Value$292.5K (+$5.0K)
Filed 2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares3,393 from 3,980
Change-587 (-15%)
Value$292.0K (-$31.0K)
Filed 2026-11-05
Meridian Financial Advisors, LLC
INCREASED
Shares3,391 from 3,365
Change+26 (+1%)
Value$291.9K (+$18.5K)
Filed 2026-10-14
E&R Wealth Management, LLC
UNCHANGED
Shares3,389 from 3,389
Change0 (0%)
Value$291.7K (+$16.3K)
Filed 2026-10-20
Fusion Capital, LLC
INCREASED
Shares3,381 from 3,237
Change+144 (+4%)
Value$291.1K (+$28.0K)
Filed 2026-10-28
Stegner Investment Associates Inc.
INCREASED
Shares3,380 from 3,280
Change+100 (+3%)
Value$291.0K (+$24.4K)
Filed 2026-10-15
TriaGen Wealth Management LLC
INCREASED
Shares3,377 from 3,373
Change+4 (+0%)
Value$290.7K (+$16.6K)
Filed 2026-10-14
Private Advisory Group LLC
DECREASED
Shares3,374 from 8,164
Change-4,790 (-59%)
Value$290.5K (-$373.0K)
Filed 2026-11-06
Canton Hathaway, LLC
UNCHANGED
Shares3,370 from 3,370
Change0 (0%)
Value$290.1K (+$16.2K)
Filed 2026-10-23
Global Wealth Strategies & Associates
INCREASED
Shares3,364 from 2,846
Change+518 (+18%)
Value$289.6K (+$58.3K)
Filed 2026-10-02
Sutton Place Investors LLC
INCREASED
Shares3,361 from 3,010
Change+351 (+12%)
Value$289.3K (+$44.7K)
Filed 2026-10-20
Strategy Asset Managers LLC
INCREASED
Shares3,357 from 3,309
Change+48 (+1%)
Value$289.0K (+$20.0K)
Filed 2026-10-14
Share Andrew L.
NEW
Shares3,355
Change+3,355
Value$288.8K
Filed 2026-11-06
Broadway Wealth Solutions, Inc.
DECREASED
Shares3,352 from 3,589
Change-237 (-7%)
Value$288.6K (-$3.1K)
Filed 2026-10-21
Prosperity Financial Group, Inc.
DECREASED
Shares3,350 from 3,383
Change-33 (-1%)
Value$288.4K (+$13.4K)
Filed 2026-10-29
Vilga Financial Planning LLC
INCREASED
Shares3,347 from 3,334
Change+13 (+0%)
Value$288.1K (+$17.2K)
Filed 2026-10-09
Wedgewood Investors Inc
UNCHANGED
Shares3,343 from 3,343
Change0 (0%)
Value$287.8K (+$16.1K)
Filed 2026-10-28
Rainier Family Wealth Inc
DECREASED
Shares3,341 from 3,409
Change-68 (-2%)
Value$287.6K (+$10.5K)
Filed 2026-11-02
Vicus Capital
DECREASED
Shares3,339 from 4,055
Change-716 (-18%)
Value$287.4K (-$42.2K)
Filed 2026-11-05
Heritage Family Offices, LLP
INCREASED
Shares3,336 from 2,868
Change+468 (+16%)
Value$287.2K (+$54.1K)
Filed 2026-11-02
Lantern Wealth Advisors, LLC
INCREASED
Shares3,332 from 3,316
Change+16 (+0%)
Value$286.8K (+$17.3K)
Filed 2026-10-22
PUREfi Wealth, LLC
INCREASED
Shares3,321 from 3,032
Change+289 (+10%)
Value$285.9K (+$39.5K)
Filed 2026-10-19
Marest Capital, LLC
INCREASED
Shares3,319 from 3,305
Change+14 (+0%)
Value$286.2K (+$17.5K)
Filed 2026-10-23
Harmony Asset Management LLC
INCREASED
Shares3,314 from 3,003
Change+311 (+10%)
Value$285.3K (+$41.2K)
Filed 2026-10-20
Barrett & Company, Inc.
UNCHANGED
Shares3,306 from 3,306
Change0 (0%)
Value$284.6K (+$15.9K)
Filed 2026-10-22
Monument Group Wealth Advisors, LLC
INCREASED
Shares3,293 from 3,098
Change+195 (+6%)
Value$283.5K (+$31.7K)
Filed 2026-10-21
Convergence Financial, LLC
DECREASED
Shares3,289 from 5,904
Change-2,615 (-44%)
Value$283.2K (-$196.7K)
Filed 2026-10-27
Jessup Wealth Management, Inc
INCREASED
Shares3,283 from 3,156
Change+127 (+4%)
Value$282.6K (+$26.2K)
Filed 2026-10-20
Financial Management Network Inc
INCREASED
Shares3,277 from 3,276
Change+1 (+0%)
Value$281.4K (+$13.9K)
Filed 2026-10-09
Albion Financial Group
DECREASED
Shares3,273 from 4,098
Change-825 (-20%)
Value$281.8K (-$51.3K)
Filed 2026-10-21
Insight 2811, Inc.
DECREASED
Shares3,269 from 3,341
Change-72 (-2%)
Value$281.4K (+$9.9K)
Filed 2026-11-06
KFG Wealth Management, LLC
DECREASED
Shares3,268 from 3,379
Change-111 (-3%)
Value$281.3K (+$6.7K)
Filed 2026-10-16
William Mack & Associates, Inc.
INCREASED
Shares3,263 from 3,124
Change+139 (+4%)
Value$280.9K (+$27.0K)
Filed 2026-10-27
Legacy Wealth Partners, LLC
INCREASED
Shares3,247 from 3,097
Change+150 (+5%)
Value$279.5K (+$27.8K)
Filed 2026-10-15
VAN Strum & Towne Inc.
DECREASED
Shares3,246 from 3,249
Change-3 (0%)
Value$279.4K (+$15.4K)
Filed 2026-11-06
JBR Co Financial Management Inc
UNCHANGED
Shares3,241 from 3,241
Change0 (0%)
Value$263.5K (+$65)
Filed 2026-10-13
Yankcom Partnership
UNCHANGED
Shares3,228 from 3,228
Change0 (0%)
Value$277.9K (+$15.5K)
Filed 2026-10-15
Cascade Investment Advisors, Inc.
UNCHANGED
Shares3,226 from 3,226
Change0 (0%)
Value$277.7K (+$15.5K)
Filed 2026-11-02
Junk Investment Group, LLC
INCREASED
Shares3,216 from 3,201
Change+15 (+0%)
Value$276.9K (+$16.8K)
Filed 2026-10-19
Wagner Wealth Management, LLC
DECREASED
Shares3,212 from 3,434
Change-222 (-6%)
Value$276.5K (-$2.6K)
Filed 2026-10-21
Holcombe Financial, Inc.
UNCHANGED
Shares3,205 from 3,205
Change0 (0%)
Value$275.9K (+$15.4K)
Filed 2026-10-16
Veratis Advisors, Inc.
UNCHANGED
Shares3,204 from 3,204
Change0 (0%)
Value$275.8K (+$15.4K)
Filed 2026-11-03
Chiron Capital Management, LLC
DECREASED
Shares3,199 from 3,559
Change-360 (-10%)
Value$275.3K (-$13.9K)
Filed 2026-10-15
Dupree Financial Group, LLC
INCREASED
Shares3,195 from 3,194
Change+1 (+0%)
Value$275.0K (+$15.4K)
Filed 2026-10-09
Whelan Financial
INCREASED
Shares3,191 from 2,657
Change+534 (+20%)
Value$274.7K (+$58.8K)
Filed 2026-10-28
Hengehold Capital Management LLC
DECREASED
Shares3,190 from 3,236
Change-46 (-1%)
Value$274.6K (+$11.6K)
Filed 2026-10-16
Ridgepath Capital Management LLC
INCREASED
Shares3,190 from 3,146
Change+44 (+1%)
Value$274.6K (+$18.9K)
Filed 2026-10-29
Edgemoor Investment Advisors, Inc.
INCREASED
Shares3,186 from 3,152
Change+34 (+1%)
Value$274.3K (+$18.1K)
Filed 2026-11-03
Sterling Manor Financial, LLC
NEW
Shares3,180
Change+3,180
Value$273.7K
Filed 2026-10-21
Fermata Advisors, LLC
INCREASED
Shares3,178 from 2,609
Change+569 (+22%)
Value$273.6K (+$61.5K)
Filed 2026-10-13
Stonekeep Investments, LLC
UNCHANGED
Shares3,172 from 3,172
Change0 (0%)
Value$273.0K (+$15.0K)
Filed 2026-10-15
Persium Advisors, LLC
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$272.8K (+$15.2K)
Filed 2026-10-07
Sloy Dahl & Holst, LLC
UNCHANGED
Shares3,166 from 3,166
Change0 (0%)
Value$272.5K (+$15.2K)
Filed 2026-10-14
First Security Investment Management, Inc.
DECREASED
Shares3,164 from 4,648
Change-1,484 (-32%)
Value$272.3K (-$105.4K)
Filed 2026-11-05
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares3,158 from 3,158
Change0 (0%)
Value$273.5K (+$15.2K)
Filed 2026-10-20
Stonebridge Wealth Management, LLC
INCREASED
Shares3,154 from 3,153
Change+1 (+0%)
Value$271.5K (+$15.2K)
Filed 2026-10-09
Miller Financial Services LLC
DECREASED
Shares3,146 from 3,291
Change-145 (-4%)
Value$270.8K (+$3.4K)
Filed 2026-10-20
Cypress Asset Management Inc
UNCHANGED
Shares3,140 from 3,140
Change0 (0%)
Value$270.3K (+$15.1K)
Filed 2026-10-09
North Capital, Inc.
DECREASED
Shares3,137 from 3,337
Change-200 (-6%)
Value$282.7K (+$11.5K)
Filed 2026-10-16
One Day In July LLC
NEW
Shares3,133
Change+3,133
Value$269.7K
Filed 2026-10-30
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares3,128 from 3,426
Change-298 (-9%)
Value$269.3K (-$9.2K)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED
Shares3,127 from 3,123
Change+4 (+0%)
Value$269.2K (+$15.4K)
Filed 2026-10-23
Asempa Wealth Advisors
INCREASED
Shares3,116 from 3,112
Change+4 (+0%)
Value$268.3K (+$15.4K)
Filed 2026-10-07
Tandem Investment Advisors, Inc.
DECREASED
Shares3,114 from 4,818
Change-1,704 (-35%)
Value$268.1K (-$123.5K)
Filed 2026-11-04
Friday Financial
INCREASED
Shares3,114 from 2,851
Change+263 (+9%)
Value$268.1K (+$28.5K)
Filed 2026-10-09
IMG Wealth Management, Inc.
INCREASED
Shares3,093 from 2,965
Change+128 (+4%)
Value$266.3K (+$25.3K)
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares3,079 from 1,353
Change+1,726 (+128%)
Value$265.0K (+$155.1K)
Filed 2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED
Shares3,076 from 3,010
Change+66 (+2%)
Value$264.8K (+$20.2K)
Filed 2026-10-13
Drum Hill Capital, LLC
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$264.3K (+$14.8K)
Filed 2026-10-20
Hiley Hunt Wealth Management
DECREASED
Shares3,060 from 3,176
Change-116 (-4%)
Value$263.4K (+$5.3K)
Filed 2026-10-08
Summit Investment Advisors, Inc.\KS
INCREASED
Shares3,056 from 2,793
Change+263 (+9%)
Value$263.2K (+$35.0K)
Filed 2026-11-05
Suncoast Equity Management
NEW
Shares3,054
Change+3,054
Value$262.9K
Filed 2026-11-03
Private Wealth Partners, LLC
DECREASED
Shares3,046 from 3,048
Change-2 (0%)
Value$262.2K (+$14.5K)
Filed 2026-10-22
Wealth Advisory Solutions, LLC
DECREASED
Shares3,041 from 3,049
Change-8 (0%)
Value$261.8K (+$14.0K)
Filed 2026-10-20
Valley National Advisers Inc
DECREASED
Shares3,039 from 3,607
Change-568 (-16%)
Value$261.6K (-$31.6K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
DECREASED
Shares3,037 from 3,169
Change-132 (-4%)
Value$261.4K (+$3.9K)
Filed 2026-10-20
Ervin Investment Management, LLC
DECREASED
Shares3,037 from 3,087
Change-50 (-2%)
Value$261.4K (+$10.5K)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
INCREASED
Shares3,036 from 3,021
Change+15 (+1%)
Value$261.4K (+$15.8K)
Filed 2026-10-20
WP Advisors, LLC
INCREASED
Shares3,032 from 3,013
Change+19 (+1%)
Value$261.1K (+$16.2K)
Filed 2026-10-22
Cannon Advisors, Inc.
NEW
Shares3,028
Change+3,028
Value$272.9K
Filed 2026-10-14
1834 Investment Advisors Co
NEW
Shares3,026
Change+3,026
Value$260.5K
Filed 2026-10-16
SL Advisors, LLC
DECREASED
Shares3,021 from 3,209
Change-188 (-6%)
Value$260.0K (-$747)
Filed 2026-10-13
Strategic Point Investment Advisors, LLC
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$260.0K (+$14.5K)
Filed 2026-10-29
Waller Financial Planning Group, Inc
UNCHANGED
Shares3,015 from 3,015
Change0 (0%)
Value$259.5K (+$14.5K)
Filed 2026-10-07
Southern Capital Advisors, LLC
UNCHANGED
Shares3,015 from 3,015
Change0 (0%)
Value$259.5K (+$14.5K)
Filed 2026-10-26
Hobart Private Capital, LLC
INCREASED
Shares3,013 from 2,682
Change+331 (+12%)
Value$259.4K (+$41.4K)
Filed 2026-10-19
Aspen Wealth Management LLC
INCREASED
Shares2,995 from 2,991
Change+4 (+0%)
Value$259.4K (+$14.7K)
Filed 2026-10-14
Gill Capital Partners, LLC
UNCHANGED
Shares2,992 from 2,992
Change0 (0%)
Value$257.6K (+$14.4K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,990 from 9,592
Change-6,602 (-69%)
Value$257.4K (-$522.2K)
Filed 2026-10-14
Unique Wealth Strategies, LLC
UNCHANGED
Shares2,986 from 2,986
Change0 (0%)
Value$242.7K ($0)
Filed 2026-10-13
AWM Capital, LLC
INCREASED
Shares2,984 from 2,958
Change+26 (+1%)
Value$256.9K (+$16.6K)
Filed 2026-10-16
Tiller Private Wealth, Inc.
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$256.9K (+$14.4K)
Filed 2026-10-26
Wealthcare Capital Partners, LLC
INCREASED
Shares2,968 from 2,965
Change+3 (+0%)
Value$255.5K (+$14.5K)
Filed 2026-10-21
4Wealth Advisors, Inc.
INCREASED
Shares2,955 from 2,948
Change+7 (+0%)
Value$256.7K (+$13.0K)
Filed 2026-10-13
McLean Asset Management Corp
DECREASED
Shares2,948 from 4,707
Change-1,759 (-37%)
Value$282.2K (-$130.1K)
Filed 2026-11-06
OAK Ridge Investments LLC
NEW
Shares2,942
Change+2,942
Value$253.2K
Filed 2026-10-30
Jm2 Capital Inc.
INCREASED
Shares2,940 from 2,881
Change+59 (+2%)
Value$253.0K (+$18.9K)
Filed 2026-10-14
Birchbrook, Inc.
DECREASED
Shares2,938 from 3,127
Change-189 (-6%)
Value$252.9K (-$1.2K)
Filed 2026-10-14
ForthRight Wealth Management, LLC
INCREASED
Shares2,932 from 2,550
Change+382 (+15%)
Value$252.4K (+$45.2K)
Filed 2026-11-06
Eagle Wealth Advisors LLC
INCREASED
Shares2,931 from 2,758
Change+173 (+6%)
Value$253.8K (+$28.2K)
Filed 2026-10-20
Pullen Investment Management, LLC
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$252.2K (+$14.1K)
Filed 2026-10-23
Intergy Private Wealth, LLC
INCREASED
Shares2,917 from 2,792
Change+125 (+4%)
Value$251.1K (+$24.2K)
Filed 2026-10-16
Cardinal Point Capital Management ULC
DECREASED
Shares2,916 from 5,220
Change-2,304 (-44%)
Value$251.0K (-$174.6K)
Filed 2026-10-21
Able Financial Group, LLC
INCREASED
Shares2,912 from 2,848
Change+64 (+2%)
Value$250.7K (+$19.2K)
Filed 2026-10-14
Torrey Growth & Income Advisors
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$252.5K (+$14.7K)
Filed 2026-11-04
Cherrydale Wealth Management, LLC
UNCHANGED
Shares2,899 from 2,899
Change0 (0%)
Value$249.5K (+$13.9K)
Filed 2026-10-20
ETF Portfolio Partners, Inc.
UNCHANGED
Shares2,899 from 2,899
Change0 (0%)
Value$249.5K (+$13.9K)
Filed 2026-10-22
Probity Advisors, Inc.
DECREASED
Shares2,895 from 2,897
Change-2 (0%)
Value$249.2K (+$13.8K)
Filed 2026-10-23
Sage Financial Management Group, Inc.
UNCHANGED
Shares2,891 from 2,891
Change0 (0%)
Value$248.9K (+$13.9K)
Filed 2026-11-06
Beacon Capital Management, LLC
DECREASED
Shares2,887 from 3,384
Change-497 (-15%)
Value$248.5K (-$26.6K)
Filed 2026-10-23
Zinnia Wealth Advisory, LLC
INCREASED
Shares2,887 from 2,612
Change+275 (+11%)
Value$248.5K (+$36.2K)
Filed 2026-11-06
RBA Wealth Management, LLC
NEW
Shares2,885
Change+2,885
Value$248.3K
Filed 2026-10-28
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares2,885 from 2,859
Change+26 (+1%)
Value$248.3K (+$15.9K)
Filed 2026-11-04
Cornerstone Planning Group LLC
INCREASED
Shares2,884 from 2,533
Change+351 (+14%)
Value$254.0K (+$45.8K)
Filed 2026-10-16
Agate Pass Investment Management, LLC
NEW
Shares2,881
Change+2,881
Value$248.0K
Filed 2026-10-20
Doliver Advisors, LP
DECREASED
Shares2,876 from 3,701
Change-825 (-22%)
Value$247.6K (-$53.2K)
Filed 2026-10-01
San Luis Wealth Advisors LLC
DECREASED
Shares2,873 from 2,942
Change-69 (-2%)
Value$247.3K (+$8.2K)
Filed 2026-10-27
Integral Investment Advisors, Inc.
DECREASED
Shares2,867 from 3,021
Change-154 (-5%)
Value$246.8K (+$1.3K)
Filed 2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares2,860 from 2,654
Change+206 (+8%)
Value$246.2K (+$30.5K)
Filed 2026-10-27
Commonwealth Retirement Investments LLC
UNCHANGED
Shares2,856 from 2,856
Change0 (0%)
Value$245.9K (+$13.7K)
Filed 2026-10-26
Cassia Capital Partners, LLC
DECREASED
Shares2,853 from 2,955
Change-102 (-3%)
Value$245.6K (+$5.4K)
Filed 2026-11-04
Waterfront Wealth Inc.
DECREASED
Shares2,850 from 2,909
Change-59 (-2%)
Value$265.8K (+$23.0K)
Filed 2026-11-03
Carderock Capital Management Inc
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$245.3K (+$13.7K)
Filed 2026-10-22
Santori & Peters, Inc.
UNCHANGED
Shares2,841 from 2,841
Change0 (0%)
Value$244.6K (+$13.7K)
Filed 2026-10-26
Parrish Capital LLC
DECREASED
Shares2,828 from 6,108
Change-3,280 (-54%)
Value$243.4K (-$253.0K)
Filed 2026-10-01
Rakuten Securities, Inc.
INCREASED
Shares2,820 from 1,823
Change+997 (+55%)
Value$242.7K (+$94.6K)
Filed 2026-11-02
Lighthouse Financial Services Inc
UNCHANGED
Shares2,818 from 2,818
Change0 (0%)
Value$242.6K (+$13.5K)
Filed 2026-11-02
Mission Financial Group, LLC
INCREASED
Shares2,814 from 2,740
Change+74 (+3%)
Value$242.3K (+$19.6K)
Filed 2026-10-21
Consolidated Capital Management, LLC
UNCHANGED
Shares2,814 from 2,814
Change0 (0%)
Value$242.2K (+$13.5K)
Filed 2026-10-13
Slocum, Gordon & Co LLP
UNCHANGED
Shares2,811 from 2,811
Change0 (0%)
Value$242.0K (+$13.5K)
Filed 2026-10-19
AUA Capital Management, LLC
UNCHANGED
Shares2,802 from 2,802
Change0 (0%)
Value$241.2K (+$13.5K)
Filed 2026-10-15
Leslie Global Wealth, LLC
DECREASED
Shares2,801 from 2,812
Change-11 (0%)
Value$241.1K (+$12.6K)
Filed 2026-10-26
SLT Holdings LLC
NEW
Shares2,800
Change+2,800
Value$241.0K
Filed 2026-10-15
Aspect Partners, LLC
DECREASED
Shares2,799 from 2,800
Change-1 (0%)
Value$240.9K (+$13.4K)
Filed 2026-10-20
Unify Financial Advisors
INCREASED
Shares2,797 from 2,796
Change+1 (+0%)
Value$240.7K (+$13.5K)
Filed 2026-11-03
Hohimer Wealth Management, LLC
DECREASED
Shares2,795 from 2,810
Change-15 (-1%)
Value$240.6K (+$12.2K)
Filed 2026-11-04
Leisure Capital Management
UNCHANGED
Shares2,790 from 2,790
Change0 (0%)
Value$240.2K (+$13.4K)
Filed 2026-11-03
Penobscot Wealth Management
INCREASED
Shares2,788 from 2,690
Change+98 (+4%)
Value$240.0K (+$21.4K)
Filed 2026-10-21
Flywheel Private Wealth LLC
UNCHANGED
Shares2,782 from 2,782
Change0 (0%)
Value$239.5K (+$13.4K)
Filed 2026-11-02
Seven Mile Advisory
DECREASED
Shares2,779 from 2,966
Change-187 (-6%)
Value$239.3K (-$3.3K)
Filed 2026-10-22
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares2,763 from 2,912
Change-149 (-5%)
Value$237.8K (+$1.2K)
Filed 2026-11-03
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares2,758 from 2,758
Change0 (0%)
Value$237.4K (+$13.3K)
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares2,757 from 2,708
Change+49 (+2%)
Value$237.3K (+$17.2K)
Filed 2026-10-26
McHugh Group, LLC
UNCHANGED
Shares2,752 from 2,752
Change0 (0%)
Value$236.9K (+$13.2K)
Filed 2026-10-19
Gimbal Financial
DECREASED
Shares2,750 from 2,900
Change-150 (-5%)
Value$236.7K (+$1.0K)
Filed 2026-10-19
Shira Ridge Wealth Management
INCREASED
Shares2,749 from 2,739
Change+10 (+0%)
Value$236.6K (+$14.0K)
Filed 2026-10-09
New Wave Wealth Advisors LLC
INCREASED
Shares2,747 from 2,631
Change+116 (+4%)
Value$247.6K (+$32.4K)
Filed 2026-10-19
Ipsen Advisor Group LLC
INCREASED
Shares2,744 from 2,729
Change+15 (+1%)
Value$236.2K (+$14.4K)
Filed 2026-10-29
Invested Advisors
UNCHANGED
Shares2,743 from 2,743
Change0 (0%)
Value$236.1K (+$13.2K)
Filed 2026-10-23
Whitcomb & Hess, Inc.
UNCHANGED
Shares2,741 from 2,741
Change0 (0%)
Value$235.9K (+$13.2K)
Filed 2026-10-07
Mascagni Wealth Management, Inc.
INCREASED
Shares2,729 from 2,694
Change+35 (+1%)
Value$235.0K (+$16.0K)
Filed 2026-10-23
Peterson Wealth Advisors, LLC
INCREASED
Shares2,717 from 2,654
Change+63 (+2%)
Value$233.9K (+$18.2K)
Filed 2026-10-08
Harbor Group, Inc.
INCREASED
Shares2,710 from 2,705
Change+5 (+0%)
Value$233.2K (+$13.4K)
Filed 2026-10-14
Mascoma Wealth Management LLC
INCREASED
Shares2,704 from 2,417
Change+287 (+12%)
Value$232.8K (+$36.3K)
Filed 2026-10-23
Bdfs Capital LLC
INCREASED
Shares2,702 from 2,700
Change+2 (+0%)
Value$234.0K (+$13.2K)
Filed 2026-10-14
Focused Wealth Management, Inc
DECREASED
Shares2,698 from 3,748
Change-1,050 (-28%)
Value$232.2K (-$72.3K)
Filed 2026-10-30
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares2,682 from 2,682
Change0 (0%)
Value$230.9K (+$12.9K)
Filed 2026-10-21
Financial Synergies Wealth Advisors, Inc.
NEW
Shares2,681
Change+2,681
Value$230.8K
Filed 2026-10-16
Sterling Investment Management, LLC
UNCHANGED
Shares2,680 from 2,680
Change0 (0%)
Value$230.7K (+$12.9K)
Filed 2026-10-16
Stegent Equity Advisors, Inc.
DECREASED
Shares2,679 from 8,176
Change-5,497 (-67%)
Value$230.6K (-$433.9K)
Filed 2026-10-13
Pflug Koory, LLC
UNCHANGED
Shares2,677 from 2,677
Change0 (0%)
Value$230.4K (+$12.9K)
Filed 2026-10-26
Grantvest Financial Group LLC
INCREASED
Shares2,675 from 2,674
Change+1 (+0%)
Value$230.3K (+$12.9K)
Filed 2026-10-21
Donalies Financial Planning, LLC
NEW
Shares2,673
Change+2,673
Value$230.1K
Filed 2026-10-19
Bucket List Wealth Management, LLC
INCREASED
Shares2,672 from 2,667
Change+5 (+0%)
Value$230.0K (+$13.3K)
Filed 2026-10-22
DMC Group, LLC
DECREASED
Shares2,669 from 2,801
Change-132 (-5%)
Value$229.7K (+$2.1K)
Filed 2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares2,667 from 3,281
Change-614 (-19%)
Value$229.6K (-$37.1K)
Filed 2026-10-22
Pacifica Partners Inc.
UNCHANGED
Shares2,663 from 2,663
Change0 (0%)
Value$229.3K (+$5.6K)
Filed 2026-10-09
Wise Wealth Partners
UNCHANGED
Shares2,656 from 2,656
Change0 (0%)
Value$228.6K (+$12.8K)
Filed 2026-10-14
Reyes Financial Architecture, Inc.
DECREASED
Shares2,655 from 4,288
Change-1,633 (-38%)
Value$228.5K (-$119.9K)
Filed 2026-10-22
Gilliland Jeter Wealth Management LLC
DECREASED
Shares2,655 from 2,678
Change-23 (-1%)
Value$228.5K (+$10.9K)
Filed 2026-10-28
Arta Finance Wealth Management LLC
NEW
Shares2,649
Change+2,649
Value$228.0K
Filed 2026-10-28
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares2,648 from 2,648
Change0 (0%)
Value$228.0K (+$12.7K)
Filed 2026-10-09
ASL Financial, LLC
DECREASED
Shares2,641 from 2,766
Change-125 (-5%)
Value$227.3K (+$2.5K)
Filed 2026-10-15
Crumly & Associates Inc.
NEW
Shares2,632
Change+2,632
Value$226.5K
Filed 2026-10-07
C2c Wealth Management, LLC
DECREASED
Shares2,620 from 2,644
Change-24 (-1%)
Value$225.5K (+$10.7K)
Filed 2026-10-20
Phoenix Wealth Advisors
UNCHANGED
Shares2,614 from 2,614
Change0 (0%)
Value$225.0K (+$12.6K)
Filed 2026-11-03
MKT Advisors LLC
DECREASED
Shares2,604 from 3,004
Change-400 (-13%)
Value$228.6K (-$23.9K)
Filed 2026-10-20
Enzi Wealth
INCREASED
Shares2,602 from 2,576
Change+26 (+1%)
Value$234.5K (+$20.5K)
Filed 2026-10-14
Defined Wealth Management, LLC
NEW
Shares2,595
Change+2,595
Value$223.4K
Filed 2026-10-19
Cadent Capital Advisors, LLC
DECREASED
Shares2,585 from 3,153
Change-568 (-18%)
Value$222.5K (-$33.7K)
Filed 2026-10-09
Cap Partners, LLC
INCREASED
Shares2,565 from 2,547
Change+18 (+1%)
Value$220.8K (+$13.8K)
Filed 2026-10-19
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares2,561 from 2,561
Change0 (0%)
Value$220.5K (+$12.3K)
Filed 2026-10-16
LifeWealth Investments, LLC
DECREASED
Shares2,558 from 3,089
Change-531 (-17%)
Value$220.2K (-$30.9K)
Filed 2026-10-21
Highline Wealth Partners LLC
INCREASED
Shares2,554 from 2,175
Change+379 (+17%)
Value$219.9K (+$43.2K)
Filed 2026-10-19
Guardian Wealth Advisors, LLC
DECREASED
Shares2,553 from 3,384
Change-831 (-25%)
Value$232.8K (-$42.3K)
Filed 2026-10-30
PMG Family Office LLC
INCREASED
Shares2,550 from 2,545
Change+5 (+0%)
Value$220.9K (+$12.7K)
Filed 2026-10-19
TruNorth Capital Management, LLC
NEW
Shares2,546
Change+2,546
Value$219.2K
Filed 2026-10-14
City Center Advisors, LLC
NEW
Shares2,546
Change+2,546
Value$219.2K
Filed 2026-10-08
Cookson Peirce & Co Inc
INCREASED
Shares2,542 from 2,527
Change+15 (+1%)
Value$218.8K (+$13.4K)
Filed 2026-10-30
Taylor Securities Services, Inc.
UNCHANGED
Shares2,542 from 2,542
Change0 (0%)
Value$218.8K (+$12.2K)
Filed 2026-10-20
OP Asset Management Ltd
UNCHANGED
Shares2,534 from 2,534
Change0 (0%)
Value$218.1K (+$12.2K)
Filed 2026-11-05
Diversified Portfolios, Inc.
NEW
Shares2,533
Change+2,533
Value$218.0K
Filed 2026-11-04
Piedmont Capital Management, LLC
UNCHANGED
Shares2,532 from 2,532
Change0 (0%)
Value$218.0K (+$12.2K)
Filed 2026-10-21
Beverly Hills Private Wealth, LLC
NEW
Shares2,528
Change+2,528
Value$217.7K
Filed 2026-11-04
Livelsberger Financial Advisory
NEW
Shares2,527
Change+2,527
Value$217.5K
Filed 2026-10-28
Northwest Financial Advisors
NEW
Shares2,523
Change+2,523
Value$217.1K
Filed 2026-10-27
Williams Financial, LLC
NEW
Shares2,521
Change+2,521
Value$217.0K
Filed 2026-10-19
Emergent Wealth Advisors, LLC
DECREASED
Shares2,520 from 2,689
Change-169 (-6%)
Value$216.9K (-$1.6K)
Filed 2026-10-09
Affiance Financial, LLC
INCREASED
Shares2,515 from 2,499
Change+16 (+1%)
Value$216.5K (+$13.4K)
Filed 2026-10-15
TPG Advisors LLC
INCREASED
Shares2,506 from 2,501
Change+5 (+0%)
Value$215.7K (+$12.5K)
Filed 2026-10-16
TCP Asset Management, LLC
NEW
Shares2,504
Change+2,504
Value$214.4K
Filed 2026-10-14
Sweeney & Michel, LLC
INCREASED
Shares2,497 from 2,449
Change+48 (+2%)
Value$216.3K (+$3.1K)
Filed 2026-10-16
Goldstein Advisors, LLC
DECREASED
Shares2,495 from 2,562
Change-67 (-3%)
Value$214.8K (+$6.6K)
Filed 2026-10-15
Lazari Capital Management, Inc.
DECREASED
Shares2,494 from 2,550
Change-56 (-2%)
Value$214.7K (+$7.5K)
Filed 2026-10-20
Brighton Securities Corp.
DECREASED
Shares2,492 from 2,516
Change-24 (-1%)
Value$214.5K (+$10.0K)
Filed 2026-10-08
National Wealth Management Group, LLC
NEW
Shares2,489
Change+2,489
Value$214.2K
Filed 2026-10-26
Lifetime Wealth Management P.C.
UNCHANGED
Shares2,487 from 2,487
Change0 (0%)
Value$214.1K (+$12.0K)
Filed 2026-10-29
Bridgelight Financial Advisors, Inc.
INCREASED
Shares2,481 from 2,471
Change+10 (+0%)
Value$213.6K (+$12.8K)
Filed 2026-10-20
DeLarme Wealth Management, Inc.
NEW
Shares2,480
Change+2,480
Value$213.5K
Filed 2026-10-30
Brooklyn FI, LLC
NEW
Shares2,477
Change+2,477
Value$237.3K
Filed 2026-11-05
Objective Capital Management, LLC
NEW
Shares2,457
Change+2,457
Value$211.5K
Filed 2026-10-13
Columbia Bank
DECREASED
Shares2,455 from 2,559
Change-104 (-4%)
Value$211.3K (+$3.4K)
Filed 2026-10-29
Wealth Effects LLC
NEW
Shares2,450
Change+2,450
Value$210.9K
Filed 2026-10-23
Vaquero Private Wealth, LTD
UNCHANGED
Shares2,449 from 2,449
Change0 (0%)
Value$210.8K (+$11.8K)
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares2,444
Change+2,444
Value$210.3K
Filed 2026-10-19
Financial Planning Navigators Corp
NEW
Shares2,430
Change+2,430
Value$209.2K
Filed 2026-10-14
Villere ST Denis J & Co LLC
NEW
Shares2,429
Change+2,429
Value$209.1K
Filed 2026-11-04
Voisard Asset Management Group, Inc.
NEW
Shares2,420
Change+2,420
Value$208.3K
Filed 2026-10-13
Academy Capital Management
NEW
Shares2,419
Change+2,419
Value$208.2K
Filed 2026-11-05
IPG Investment Advisors LLC
NEW
Shares2,417
Change+2,417
Value$209.3K
Filed 2026-10-30
Nova R Wealth, Inc.
NEW
Shares2,417
Change+2,417
Value$208.0K
Filed 2026-10-26
Stewardship Advisors, LLC
NEW
Shares2,417
Change+2,417
Value$208.1K
Filed 2026-10-20
RVW Wealth, LLC
NEW
Shares2,407
Change+2,407
Value$207.2K
Filed 2026-10-06
Compass Financial Services Inc
DECREASED
Shares2,405 from 2,624
Change-219 (-8%)
Value$207.0K (-$6.2K)
Filed 2026-11-06
Tilia Fiduciary Partners, Inc.
NEW
Shares2,402
Change+2,402
Value$206.8K
Filed 2026-10-09
Hikari Power Ltd
NEW
Shares2,400
Change+2,400
Value$207.0K
Filed 2026-10-30
Wetzel Investment Advisors, Inc.
DECREASED
Shares2,399 from 2,518
Change-119 (-5%)
Value$207.8K (+$1.8K)
Filed 2026-10-13
Code Waechter LLC
DECREASED
Shares2,395 from 4,222
Change-1,827 (-43%)
Value$206.1K (-$137.0K)
Filed 2026-10-23
SWS Partners
NEW
Shares2,394
Change+2,394
Value$207.4K
Filed 2026-10-26
Mountain Capital Investment Advisors Inc.
NEW
Shares2,390
Change+2,390
Value$205.7K
Filed 2026-11-06
DeDora Capital, Inc.
DECREASED
Shares2,388 from 3,260
Change-872 (-27%)
Value$205.5K (-$59.4K)
Filed 2026-10-26
CJM Wealth Advisers, Ltd.
NEW
Shares2,387
Change+2,387
Value$205.5K
Filed 2026-10-27
Avid Wealth Partners LLC
NEW
Shares2,382
Change+2,382
Value$205.2K
Filed 2026-11-03
Rinkey Investments
NEW
Shares2,381
Change+2,381
Value$205.0K
Filed 2026-10-28
Client 1ST Advisory Group, LLC
NEW
Shares2,379
Change+2,379
Value$204.8K
Filed 2026-10-19
Eubel Brady & Suttman Asset Management Inc
NEW
Shares2,370
Change+2,370
Value$204.0K
Filed 2026-11-04
Brown Miller Wealth Management, LLC
NEW
Shares2,370
Change+2,370
Value$204.0K
Filed 2026-11-02
Straight Path Wealth Management
NEW
Shares2,367
Change+2,367
Value$203.8K
Filed 2026-10-23
WPG Advisers, LLC
INCREASED
Shares2,363 from 2,182
Change+181 (+8%)
Value$203.4K (+$26.1K)
Filed 2026-10-27
Financial Perspectives, Inc
INCREASED
Shares2,357 from 2,355
Change+2 (+0%)
Value$202.9K (+$11.5K)
Filed 2026-11-03
SFE Investment Counsel
NEW
Shares2,354
Change+2,354
Value$202.6K
Filed 2026-10-29
Cottage Street Advisors LLC
NEW
Shares2,351
Change+2,351
Value$202.4K
Filed 2026-10-19
Quantum Financial Partners LLC
NEW
Shares2,350
Change+2,350
Value$202.3K
Filed 2026-10-19
Cora Capital Advisors LLC
NEW
Shares2,349
Change+2,349
Value$202.2K
Filed 2026-11-02
Oarsman Capital, Inc.
NEW
Shares2,342
Change+2,342
Value$201.6K
Filed 2026-11-05
Asset Allocation & Management Company, LLC
NEW
Shares2,342
Change+2,342
Value$202.0K
Filed 2026-10-13
Great Lakes Retirement, Inc.
NEW
Shares2,337
Change+2,337
Value$202.3K
Filed 2026-10-26
Bluesphere Advisors LLC
NEW
Shares2,334
Change+2,334
Value$200.9K
Filed 2026-10-19
Aljian Capital Management, LLC
NEW
Shares2,331
Change+2,331
Value$200.7K
Filed 2026-10-28
Capital Investment Counsel, LLC
NEW
Shares2,325
Change+2,325
Value$200.1K
Filed 2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED
Shares2,308 from 1,819
Change+489 (+27%)
Value$198.7K (+$50.8K)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
UNCHANGED
Shares2,202 from 2,202
Change0 (0%)
Value$189.5K (+$10.6K)
Filed 2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$189.4K (+$10.6K)
Filed 2026-11-03
Reap Financial Group, LLC
INCREASED
Shares2,190 from 2,025
Change+165 (+8%)
Value$188.5K (+$24.0K)
Filed 2026-11-02
Creative Capital Management Investments LLC
INCREASED
Shares2,148 from 1,957
Change+191 (+10%)
Value$184.9K (+$25.9K)
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares2,137 from 2,066
Change+71 (+3%)
Value$184.0K (+$16.1K)
Filed 2026-10-14
Fiduciary Advisors, Inc.
INCREASED
Shares2,117 from 2,103
Change+14 (+1%)
Value$182.2K (+$11.3K)
Filed 2026-10-16
MB, Levis & Associates, LLC
UNCHANGED
Shares2,111 from 2,111
Change0 (0%)
Value$181.7K (+$10.2K)
Filed 2026-10-16
Avion Wealth
INCREASED
Shares2,092 from 2,025
Change+67 (+3%)
Value$180.0K (+$16.0K)
Filed 2026-11-04
AXS Investments LLC
DECREASED
Shares2,073 from 2,748
Change-675 (-25%)
Value$178.4K (-$44.9K)
Filed 2026-11-04
Peck Wealth Management, LLC
UNCHANGED
Shares2,063 from 2,063
Change0 (0%)
Value$177.6K (+$9.9K)
Filed 2026-10-29
Trust Co
DECREASED
Shares1,991 from 2,376
Change-385 (-16%)
Value$171.4K (-$21.7K)
Filed 2026-10-09
Hager Investment Management Services, LLC
UNCHANGED
Shares1,959 from 1,959
Change0 (0%)
Value$168.7K (+$9.4K)
Filed 2026-11-04
Quaker Wealth Management, LLC
INCREASED
Shares1,944 from 1,849
Change+95 (+5%)
Value$167.4K (+$17.1K)
Filed 2026-10-22
Ashurst Perkins Coie Trust Co
INCREASED
Shares1,930 from 1,267
Change+663 (+52%)
Value$166.1K (+$63.2K)
Filed 2026-10-15
Ares Financial Consulting, LLC
INCREASED
Shares1,891 from 1,789
Change+102 (+6%)
Value$162.8K (+$17.4K)
Filed 2026-10-19
First Pacific Financial
INCREASED
Shares1,850 from 1,845
Change+5 (+0%)
Value$159.2K (+$9.2K)
Filed 2026-10-14
CGC Financial Services, LLC
UNCHANGED
Shares1,849 from 1,849
Change0 (0%)
Value$159.2K (+$8.9K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED
Shares1,828 from 1,830
Change-2 (0%)
Value$157.4K (+$8.6K)
Filed 2026-10-15
Luken Investment Analytics, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$154.9K (+$8.7K)
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares1,795
Change+1,795
Value$154.6K
Filed 2026-10-09
Joseph Group Capital Management
INCREASED
Shares1,779 from 1,413
Change+366 (+26%)
Value$153.1K (+$38.3K)
Filed 2026-11-04
Main Street Group, LTD
DECREASED
Shares1,761 from 1,879
Change-118 (-6%)
Value$151.6K (-$1.1K)
Filed 2026-10-28
Sherman Asset Management, Inc.
DECREASED
Shares1,670 from 2,588
Change-918 (-35%)
Value$143.8K (-$66.6K)
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
DECREASED
Shares1,597 from 2,735
Change-1,138 (-42%)
Value$137.5K (-$84.8K)
Filed 2026-10-13
Burk Holdings LLC
INCREASED
Shares1,588 from 1,568
Change+20 (+1%)
Value$136.7K (+$9.3K)
Filed 2026-11-05
North Point Portfolio Managers Corp
NEW
Shares1,574
Change+1,574
Value$136.7K
Filed 2026-10-07
Richardson Capital Management LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$133.4K (+$7.5K)
Filed 2026-10-23
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares1,549 from 1,549
Change0 (0%)
Value$133.3K (+$7.5K)
Filed 2026-10-27
GoalVest Advisory LLC
INCREASED
Shares1,544 from 1,373
Change+171 (+12%)
Value$132.9K (+$21.3K)
Filed 2026-10-02
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,522 from 1,565
Change-43 (-3%)
Value$131.0K (+$3.8K)
Filed 2026-10-16
Accordant Advisory Group Inc
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$130.2K (+$7.3K)
Filed 2026-10-29
James T. Borello RIA
INCREASED
Shares1,507 from 1,307
Change+200 (+15%)
Value$129.7K (+$23.5K)
Filed 2026-10-16
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$129.6K (+$7.2K)
Filed 2026-10-30
American Capital Advisory, LLC
INCREASED
Shares1,500 from 1,494
Change+6 (+0%)
Value$129.1K (+$7.7K)
Filed 2026-10-28
Lipe & Dalton
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$129.0K (+$7.0K)
Filed 2026-10-15
IFS Advisors, LLC
INCREASED
Shares1,489 from 148
Change+1,341 (+906%)
Value$128.2K (+$116.1K)
Filed 2026-10-14
Vima LLC
INCREASED
Shares1,488 from 1,484
Change+4 (+0%)
Value$128.1K (+$7.5K)
Filed 2026-10-23
Westchester Capital Management, Inc.
UNCHANGED
Shares1,449 from 1,449
Change0 (0%)
Value$124.7K (+$7.0K)
Filed 2026-10-23
True Wealth Design, LLC
INCREASED
Shares1,433 from 1,037
Change+396 (+38%)
Value$123.4K (+$39.1K)
Filed 2026-10-13
First Community Trust NA
DECREASED
Shares1,425 from 1,826
Change-401 (-22%)
Value$122.7K (-$25.7K)
Filed 2026-10-07
Polaris Financial Partners
NEW
Shares1,411
Change+1,411
Value$123
Filed 2026-10-02
Covestor Ltd
DECREASED
Shares1,380 from 2,104
Change-724 (-34%)
Value$119.0K (-$52.0K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
INCREASED
Shares1,354 from 1,111
Change+243 (+22%)
Value$116.6K (+$26.3K)
Filed 2026-10-07
Mosley Wealth Management
DECREASED
Shares1,331 from 1,384
Change-53 (-4%)
Value$122.4K (+$10.0K)
Filed 2026-10-16
Financial Freedom, LLC
NEW
Shares1,250
Change+1,250
Value$107.6K
Filed 2026-11-06
High Note Wealth, LLC
INCREASED
Shares1,248 from 852
Change+396 (+46%)
Value$107.4K (+$38.2K)
Filed 2026-10-27
Wilkerson Advisory Group LLC
INCREASED
Shares1,231 from 1,144
Change+87 (+8%)
Value$106.0K (+$13.0K)
Filed 2026-10-20
Redwood Park Advisors LLC
INCREASED
Shares1,227 from 1,226
Change+1 (+0%)
Value$105.7K (+$6.0K)
Filed 2026-11-02
Addison Advisors LLC
INCREASED
Shares1,224 from 1,184
Change+40 (+3%)
Value$105.4K (+$9.1K)
Filed 2026-11-06
Sawyer & Company, Inc
UNCHANGED
Shares1,209 from 1,209
Change0 (0%)
Value$104.1K (+$5.8K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,201 from 1,200
Change+1 (+0%)
Value$103.4K (+$5.8K)
Filed 2026-11-02
Monetary Solutions, Ltd
INCREASED
Shares1,199 from 1,195
Change+4 (+0%)
Value$103.2K (+$6.1K)
Filed 2026-10-22
Vestor Capital, LLC
DECREASED
Shares1,196 from 327,999
Change-326,803 (-100%)
Value$455 (-$45.5K)
Filed 2026-11-04
Kennebec Savings Bank
DECREASED
Shares1,184 from 1,190
Change-6 (0%)
Value$101.9K (+$5.2K)
Filed 2026-10-22
Balance Wealth Partners LLC
NEW
Shares1,171
Change+1,171
Value$100.8K
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares1,159 from 1,130
Change+29 (+3%)
Value$99.8K (+$7.9K)
Filed 2026-10-02
Advantage Trust Co
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$99.8K (+$5.6K)
Filed 2026-10-19
Bare Financial Services, Inc
INCREASED
Shares1,148 from 1,096
Change+52 (+5%)
Value$98.8K (+$9.7K)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares1,120 from 1,343
Change-223 (-17%)
Value$96.4K (-$12.8K)
Filed 2026-10-28
John Boyer, Inc.
NEW
Shares1,103
Change+1,103
Value$95.0K
Filed 2026-10-27
Your Advocates Ltd., LLP
INCREASED
Shares1,083 from 1,078
Change+5 (+0%)
Value$93.2K (+$5.6K)
Filed 2026-11-03
Private Wealth Management Group, LLC
INCREASED
Shares1,069 from 540
Change+529 (+98%)
Value$92.0K (+$48.1K)
Filed 2026-10-19
West Financial Advisors, LLC
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$91.7K (+$5.1K)
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares1,054 from 2,965
Change-1,911 (-64%)
Value$91.0K (-$150.0K)
Filed 2026-10-23
Centerpoint Advisors, LLC
DECREASED
Shares1,051 from 6,574
Change-5,523 (-84%)
Value$90.0K (-$444.0K)
Filed 2026-11-05
Byrne Asset Management LLC
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$89.5K (+$5.0K)
Filed 2026-10-06
McCarley & Cook Financial Planners
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$89.1K (+$5.0K)
Filed 2026-10-21
Cranbrook Wealth Management, LLC
DECREASED
Shares1,032 from 1,160
Change-128 (-11%)
Value$88.9K (-$5.4K)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$87.3K (+$4.9K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares1,006 from 755
Change+251 (+33%)
Value$86.6K (+$25.2K)
Filed 2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$86.6K (+$4.8K)
Filed 2026-10-15
Foresight Capital Management Advisors, Inc.
NEW
Shares961
Change+961
Value$82.7K
Filed 2026-10-27
Harbor Asset Planning, Inc.
INCREASED
Shares946 from 943
Change+3 (+0%)
Value$81.5K (+$4.9K)
Filed 2026-10-23
Curat Global, LLC
INCREASED
Shares940 from 740
Change+200 (+27%)
Value$80.9K (+$4.5K)
Filed 2026-10-26
Tradewinds Capital Management, LLC
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$78.2K (+$4.4K)
Filed 2026-10-23
DecisionPoint Financial, LLC
INCREASED
Shares901 from 116
Change+785 (+677%)
Value$77.6K (+$68.1K)
Filed 2026-10-27
Chung Wu Investment Group, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$77.5K (+$4.3K)
Filed 2026-11-03
CrossGen Wealth, LLC
INCREASED
Shares887 from 862
Change+25 (+3%)
Value$76.4K (+$6.3K)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
DECREASED
Shares884 from 932
Change-48 (-5%)
Value$76.1K (+$290)
Filed 2026-10-26
Global Trust Asset Management, LLC
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$75.4K (+$4.2K)
Filed 2026-10-19
Lynch Investment Planning, LLC
NEW
Shares875
Change+875
Value$75.8K
Filed 2026-10-27
Nvwm, LLC
INCREASED
Shares869 from 842
Change+27 (+3%)
Value$74.8K (+$6.4K)
Filed 2026-10-14
Mechanics Financial Corp
INCREASED
Shares839 from 816
Change+23 (+3%)
Value$72.2K (+$5.9K)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$70.5K (+$3.9K)
Filed 2026-10-09
Southern Michigan Bank & Trust
INCREASED
Shares810 from 724
Change+86 (+12%)
Value$69.7K (+$10.9K)
Filed 2026-10-19
Sima Wealth Partners, LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$69.7K (+$3.9K)
Filed 2026-10-19
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares809 from 809
Change0 (0%)
Value$69.6K (+$3.9K)
Filed 2026-10-29
Hoese & Co LLP
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$68.9K (+$3.8K)
Filed 2026-10-21
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$68.9K (+$3.8K)
Filed 2026-10-30
Miller Global Investments, LLC
NEW
Shares799
Change+799
Value$68.8K
Filed 2026-10-02
Retirement Wealth Solutions LLC
INCREASED
Shares780 from 614
Change+166 (+27%)
Value$67.1K (+$17.3K)
Filed 2026-10-07
Strategic Advocates LLC
DECREASED
Shares772 from 774
Change-2 (0%)
Value$66.4K (+$3.5K)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$65.3K (+$3.7K)
Filed 2026-10-07
Birchwood Financial Partners, Inc.
INCREASED
Shares755 from 699
Change+56 (+8%)
Value$65.0K (+$8.2K)
Filed 2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$64.6K (+$3.6K)
Filed 2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$64.5K (+$3.6K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
INCREASED
Shares735 from 587
Change+148 (+25%)
Value$63.3K (+$15.6K)
Filed 2026-11-04
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares722 from 815
Change-93 (-11%)
Value$62.2K (-$4.1K)
Filed 2026-11-06
DiNuzzo Private Wealth, Inc.
INCREASED
Shares708 from 568
Change+140 (+25%)
Value$60.9K (+$14.8K)
Filed 2026-10-16
Torren Management, LLC
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$59.9K (+$3.4K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
DECREASED
Shares691 from 757
Change-66 (-9%)
Value$59.5K (-$2.0K)
Filed 2026-11-04
Contravisory Investment Management, Inc.
DECREASED
Shares674 from 2,050
Change-1,376 (-67%)
Value$58.0K (-$108.6K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
NEW
Shares669
Change+669
Value$57.6K
Filed 2026-10-09
Aventus Investment Advisors, Inc.
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$57.3K (+$3.2K)
Filed 2026-10-09
Matrix Trust Co
INCREASED
Shares665 from 664
Change+1 (+0%)
Value$57.0K (+$3.0K)
Filed 2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$57.1K (+$3.2K)
Filed 2026-10-23
Phillip James Consulting Co.
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$55.0K (+$3.1K)
Filed 2026-11-03
Friedenthal Financial
NEW
Shares614
Change+614
Value$52.9K
Filed 2026-10-27
Horizon Financial Services, LLC
DECREASED
Shares608 from 661
Change-53 (-8%)
Value$52.3K (-$1.4K)
Filed 2026-11-04
MidAtlantic Capital Management, Inc.
NEW
Shares604
Change+604
Value$51.9K
Filed 2026-11-05
Valued Wealth Advisors LLC
INCREASED
Shares589 from 515
Change+74 (+14%)
Value$51.0K (+$8.9K)
Filed 2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares573 from 907
Change-334 (-37%)
Value$49.3K (-$24.4K)
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
DECREASED
Shares561 from 1,475
Change-914 (-62%)
Value$48.6K (-$72.1K)
Filed 2026-11-03
Holos Integrated Wealth LLC
INCREASED
Shares541 from 400
Change+141 (+35%)
Value$50.5K (+$16.9K)
Filed 2026-10-23
Align Financial, LLC
INCREASED
Shares514 from 477
Change+37 (+8%)
Value$44.2K (+$5.5K)
Filed 2026-10-16
Mainstream Capital Management LLC
NEW
Shares503
Change+503
Value$43.3K
Filed 2026-10-23
Putney Financial Group LLC
NEW
Shares494
Change+494
Value$42.5K
Filed 2026-10-30
Sfam, LLC
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$42.4K (+$2.4K)
Filed 2026-11-03
Essential Partners LLC
INCREASED
Shares487 from 486
Change+1 (+0%)
Value$41.9K (+$2.4K)
Filed 2026-10-14
Midwest Capital Advisors, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$40.0K (+$2.2K)
Filed 2026-11-04
Sunrise Financial Services, LLC
DECREASED
Shares463 from 483
Change-20 (-4%)
Value$39.9K (+$602)
Filed 2026-10-21
Ninety One North America, Inc.
DECREASED
Shares461 from 2,718
Change-2,257 (-83%)
Value$39.7K (-$181.2K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
DECREASED
Shares435 from 535
Change-100 (-19%)
Value$37.4K (-$6.0K)
Filed 2026-11-04
Daytona Street Capital LLC
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$35.4K (+$1.2K)
Filed 2026-10-15
3 Factor Indexing, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$35.2K (+$2.0K)
Filed 2026-10-15
Miller Wealth Advisors, LLC
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$33.6K (+$1.9K)
Filed 2026-11-02
Rothwell Investment Advisors, LLC
NEW
Shares387
Change+387
Value$33.3K
Filed 2026-11-06
RMG Wealth Management LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$34.2K (+$2.9K)
Filed 2026-10-26
Horizons Wealth Management
NEW
Shares358
Change+358
Value$30.8K
Filed 2026-10-05
CKW Financial Group
INCREASED
Shares358 from 346
Change+12 (+3%)
Value$31.0K (+$3.0K)
Filed 2026-10-29
Horrell Capital Management, Inc.
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$30.6K (+$1.7K)
Filed 2026-10-08
Guardian Partners Inc.
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$28.9K (+$1.6K)
Filed 2026-10-21
Steph & Co
INCREASED
Shares335 from 305
Change+30 (+10%)
Value$28.8K (+$4.1K)
Filed 2026-10-07
Morton Brown Family Wealth, LLC
DECREASED
Shares328 from 357
Change-29 (-8%)
Value$28.3K (-$753)
Filed 2026-10-23
J.Safra Asset Management Corp
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$28.0K (+$1.6K)
Filed 2026-11-03
Intelligent Financial Strategies
INCREASED
Shares323 from 321
Change+2 (+1%)
Value$28.0K (+$1.7K)
Filed 2026-10-16
KFG LLC
NEW
Shares312
Change+312
Value$26.9K
Filed 2026-11-02
Eukles Asset Management
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$26.9K (+$1.5K)
Filed 2026-11-04
Paladin Partners, LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$26.7K (+$1.5K)
Filed 2026-10-06
Fairway Wealth LLC
INCREASED
Shares298 from 119
Change+179 (+150%)
Value$25.7K (+$16.0K)
Filed 2026-10-30
Downshift Financial, LLC
INCREASED
Shares286 from 265
Change+21 (+8%)
Value$24.6K (+$3.1K)
Filed 2026-10-13
Hurley Capital, LLC
INCREASED
Shares280 from 279
Change+1 (+0%)
Value$24.1K (+$1.5K)
Filed 2026-11-05
Louisbourg Investments Inc.
NEW
Shares270
Change+270
Value$23.2K
Filed 2026-10-20
Hara Capital LLC
DECREASED
Shares259 from 291
Change-32 (-11%)
Value$22.4K (-$1.4K)
Filed 2026-10-30
10Elms LLP
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$20.7K (+$1.2K)
Filed 2026-11-06
Fulcrum Asset Management LLP
NEW
Shares223
Change+223
Value$19.4K
Filed 2026-11-04
United Financial Planning Group LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$18.9K (+$1.1K)
Filed 2026-11-04
POM Investment Strategies, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$18.9K (+$1.1K)
Filed 2026-10-20
Fairman Group, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$18.9K (+$1.0K)
Filed 2026-10-26
Team Financial Group, LLC
NEW
Shares204
Change+204
Value$17.6K
Filed 2026-10-30
Hoey Investments, Inc
INCREASED
Shares203 from 3
Change+200 (+6667%)
Value$17.5K (+$17.2K)
Filed 2026-10-29
Kroeger Financial Partners
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.2K (+$962)
Filed 2026-10-19
Syntax Research, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.2K (+$962)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares195 from 171
Change+24 (+14%)
Value$16.8K (+$2.9K)
Filed 2026-11-03
Activest Wealth Management
DECREASED
Shares183 from 390
Change-207 (-53%)
Value$15.8K (-$15.9K)
Filed 2026-10-15
Gold Investment Management Ltd.
DECREASED
Shares180 from 787
Change-607 (-77%)
Value$15.5K (-$48.5K)
Filed 2026-10-19
Cedar Mountain Advisors, LLC
DECREASED
Shares165 from 297
Change-132 (-44%)
Value$14.2K (-$10.0K)
Filed 2026-10-15
Access Investment Management LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$14.2K (+$794)
Filed 2026-10-23
StrongBox Wealth, LLC
INCREASED
Shares156 from 152
Change+4 (+3%)
Value$13.4K (+$1.1K)
Filed 2026-11-02
Three Bridge Wealth Advisors, LLC
NEW
Shares155
Change+155
Value$13.4K
Filed 2026-11-05
Harbor Capital Advisors, Inc.
DECREASED
Shares153 from 279
Change-126 (-45%)
Value$13 (-$10)
Filed 2026-10-22
Newton One Investments LLC
INCREASED
Shares139 from 138
Change+1 (+1%)
Value$11.9K (+$739)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares138
Change+138
Value$11.9K
Filed 2026-10-29
Transce3nd, LLC
INCREASED
Shares132 from 92
Change+40 (+43%)
Value$12.2K (+$4.6K)
Filed 2026-10-26
Rachor Investment Advisory Services, LLC
INCREASED
Shares132 from 131
Change+1 (+1%)
Value$11.3K (+$703)
Filed 2026-10-29
Mountain Hill Investment Partners Corp.
DECREASED
Shares128 from 157
Change-29 (-18%)
Value$11.0K (-$1.7K)
Filed 2026-10-23
Bear Mountain Capital, Inc.
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$12.0K (+$1.4K)
Filed 2026-11-04
Montgomery Financial Services LLC
INCREASED
Shares122 from 62
Change+60 (+97%)
Value$10.5K (+$5.5K)
Filed 2026-11-03
Clayton Financial Group LLC
NEW
Shares100
Change+100
Value$8.6K
Filed 2026-10-13
Breakwater Investment Management
INCREASED
Shares100 from 85
Change+15 (+18%)
Value$8.6K (+$1.7K)
Filed 2026-10-20
Kings Path Partners LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$7.9K (+$442)
Filed 2026-10-21
Madden Securities Corp
NEW
Shares89
Change+89
Value$7.7K
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$6.9K (+$385)
Filed 2026-10-14
PayPay Securities Corp
DECREASED
Shares76 from 78
Change-2 (-3%)
Value$6.5K (+$203)
Filed 2026-10-27
Bernzott Capital Advisors
NEW
Shares74
Change+74
Value$6.4K
Filed 2026-10-29
Advocate Investing Services LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$6.1K (+$368)
Filed 2026-10-26
RHL Group, LLC
INCREASED
Shares67 from 58
Change+9 (+16%)
Value$5.7K (+$1.0K)
Filed 2026-11-04
Alta Capital Management LLC/
NEW
Shares60
Change+60
Value$5.2K
Filed 2026-10-26
Wealth Analytics Partners, LLC
NEW
Shares60
Change+60
Value$5.2K
Filed 2026-10-19
Prudent Man Investment Management, Inc.
NEW
Shares56
Change+56
Value$4.8K
Filed 2026-11-03
Granite FO LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.8K (+$212)
Filed 2026-10-14
Compass Wealth Management LLC
NEW
Shares39
Change+39
Value$3.4K
Filed 2026-10-22
Navigoe, LLC
INCREASED
Shares39 from 31
Change+8 (+26%)
Value$3 (+$1)
Filed 2026-11-04
Entrust Financial LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.6K (+$144)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.4K (+$134)
Filed 2026-10-01
Robbins Farley
INCREASED
Shares20 from 10
Change+10 (+100%)
Value$1.7K (+$909)
Filed 2026-10-21
Ulland Investment Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2 ($0)
Filed 2026-10-13
Winthrop Capital Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (+$1.1K)
Filed 2026-11-05
Kintegral Advisory, LLC
CLOSED
Shares0 from 171,609
Change-171,609 (-100%)
Value$0 (-$14.0M)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 168,502
Change-168,502 (-100%)
Value$0 (-$13.7M)
Filed 2026-10-16
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 37,085
Change-37,085 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-03
Arbor Capital Management Inc
CLOSED
Shares0 from 25,636
Change-25,636 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-21
Wellington Shields & Co., LLC
CLOSED
Shares0 from 24,400
Change-24,400 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-03
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 18,466
Change-18,466 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 16,689
Change-16,689 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-29
HMS Capital Management, LLC
CLOSED
Shares0 from 16,339
Change-16,339 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
Leonteq Securities AG
CLOSED
Shares0 from 11,534
Change-11,534 (-100%)
Value$0 (-$937.4K)
Filed 2026-10-29
Johnson Financial Group, LLC
CLOSED
Shares0 from 11,448
Change-11,448 (-100%)
Value$0 (-$930.4K)
Filed 2026-11-03
OMC Financial Services LTD
CLOSED
Shares0 from 10,979
Change-10,979 (-100%)
Value$0 (-$892.3K)
Filed 2026-10-19
Renasant Bank
CLOSED
Shares0 from 9,472
Change-9,472 (-100%)
Value$0 (-$769.8K)
Filed 2026-11-05
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 8,787
Change-8,787 (-100%)
Value$0 (-$714.1K)
Filed 2026-11-06
S.E.E.D. Planning Group LLC
CLOSED
Shares0 from 8,188
Change-8,188 (-100%)
Value$0 (-$665.5K)
Filed 2026-10-07
Saxon Interests, Inc.
CLOSED
Shares0 from 4,673
Change-4,673 (-100%)
Value$0 (-$379.8K)
Filed 2026-10-26
Simplify Asset Management Inc.
CLOSED
Shares0 from 4,089
Change-4,089 (-100%)
Value$0 (-$332.3K)
Filed 2026-10-27
Xcel Wealth Management, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$325.1K)
Filed 2026-10-26
Heritage Investment Group, Inc.
CLOSED
Shares0 from 3,843
Change-3,843 (-100%)
Value$0 (-$312.3K)
Filed 2026-11-03
Brick & Kyle, Associates
CLOSED
Shares0 from 3,700
Change-3,700 (-100%)
Value$0 (-$281.4K)
Filed 2026-11-05
Moller Wealth Partners
CLOSED
Shares0 from 3,464
Change-3,464 (-100%)
Value$0 (-$281.5K)
Filed 2026-10-15
North Berkeley Wealth Management, LLC
CLOSED
Shares0 from 3,218
Change-3,218 (-100%)
Value$0 (-$261.5K)
Filed 2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
CLOSED
Shares0 from 3,214
Change-3,214 (-100%)
Value$0 (-$261.2K)
Filed 2026-10-22
Arlington Partners LLC
CLOSED
Shares0 from 3,165
Change-3,165 (-100%)
Value$0 (-$257.2K)
Filed 2026-10-20
Semitam Bonam LLC
CLOSED
Shares0 from 3,107
Change-3,107 (-100%)
Value$0 (-$252.5K)
Filed 2026-10-27
WealthSpring Partners, LLC
CLOSED
Shares0 from 2,971
Change-2,971 (-100%)
Value$0 (-$241.5K)
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,868
Change-2,868 (-100%)
Value$0 (-$233.1K)
Filed 2026-10-27
Single Point Partners, LLC
CLOSED
Shares0 from 2,863
Change-2,863 (-100%)
Value$0 (-$232.7K)
Filed 2026-10-19
Seelaus Asset Management LLC
CLOSED
Shares0 from 2,850
Change-2,850 (-100%)
Value$0 (-$231.6K)
Filed 2026-10-14
Taylor Financial Group, Inc.
CLOSED
Shares0 from 2,814
Change-2,814 (-100%)
Value$0 (-$228.7K)
Filed 2026-11-02
Evolution Wealth Advisors, LLC
CLOSED
Shares0 from 2,769
Change-2,769 (-100%)
Value$0 (-$225.0K)
Filed 2026-11-03
Moneywise, Inc.
CLOSED
Shares0 from 2,680
Change-2,680 (-100%)
Value$0 (-$217.8K)
Filed 2026-10-30
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 2,668
Change-2,668 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-09
KRS Capital Management, LLC
CLOSED
Shares0 from 2,482
Change-2,482 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-16
Solidarity Wealth, LLC
CLOSED
Shares0 from 2,448
Change-2,448 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-15
Munich Reinsurance Co Stock Corp in Munich
CLOSED
Shares0 from 2,366
Change-2,366 (-100%)
Value$0 (-$192.3K)
Filed 2026-10-30
Midway Capital Research & Management
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$146.3K)
Filed 2026-10-20
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 1,403
Change-1,403 (-100%)
Value$0 (-$114.0K)
Filed 2026-11-02
Alternative Investment Advisors, Llc.
CLOSED
Shares0 from 1,361
Change-1,361 (-100%)
Value$0 (-$110.7K)
Filed 2026-11-03
Wellington Grp LLC
CLOSED
Shares0 from 1,335
Change-1,335 (-100%)
Value$0 (-$101.5K)
Filed 2026-11-06
Atlatl Advisers LLC
CLOSED
Shares0 from 1,062
Change-1,062 (-100%)
Value$0 (-$86.3K)
Filed 2026-10-22
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,020
Change-1,020 (-100%)
Value$0 (-$82.9K)
Filed 2026-10-29
Peterson Wealth Services
CLOSED
Shares0 from 1,002
Change-1,002 (-100%)
Value$0 (-$81.4K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 788
Change-788 (-100%)
Value$0 (-$64.1K)
Filed 2026-10-23
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 533
Change-533 (-100%)
Value$0 (-$37)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 418
Change-418 (-100%)
Value$0 (-$34.0K)
Filed 2026-10-26
Whipplewood Advisors, LLC
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$19.2K)
Filed 2026-10-20
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 189
Change-189 (-100%)
Value$0 (-$15)
Filed 2026-11-05
Evolution Advisers, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 ($0)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$243)
Filed 2026-10-20
Sims Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$163)
Filed 2026-10-13
Arvest Investments, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.0M (+$369.6K)
Filed 2026-10-29
Berkshire Hathaway Inc
N/A
Shares— from 400,000,000
Change-400,000,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 322,740,471
Change-322,740,471 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 238,798,011
Change-238,798,011 (-100%)
Value—
State Street Corp
N/A
Shares— from 167,399,379
Change-167,399,379 (-100%)
Value—
FMR LLC
N/A
Shares— from 109,159,806
Change-109,159,806 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 99,612,603
Change-99,612,603 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 89,824,129
Change-89,824,129 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 80,822,520
Change-80,822,520 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 55,484,687
Change-55,484,687 (-100%)
Value—
Norges Bank
N/A
Shares— from 52,025,304
Change-52,025,304 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 45,958,636
Change-45,958,636 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 43,227,958
Change-43,227,958 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 38,858,519
Change-38,858,519 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 38,331,111
Change-38,331,111 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 36,354,414
Change-36,354,414 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 30,513,317
Change-30,513,317 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 29,053,752
Change-29,053,752 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 27,524,532
Change-27,524,532 (-100%)
Value—
UBS Group AG
N/A
Shares— from 27,146,359
Change-27,146,359 (-100%)
Value—
Capital World Investors
N/A
Shares— from 25,520,505
Change-25,520,505 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 24,341,909
Change-24,341,909 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 23,842,477
Change-23,842,477 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 22,311,289
Change-22,311,289 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 21,574,350
Change-21,574,350 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 21,462,120
Change-21,462,120 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 18,393,860
Change-18,393,860 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 18,389,277
Change-18,389,277 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 18,227,000
Change-18,227,000 (-100%)
Value—
Capital International Investors
N/A
Shares— from 17,123,099
Change-17,123,099 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 15,272,831
Change-15,272,831 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 15,070,272
Change-15,070,272 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 12,691,745
Change-12,691,745 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,636,402
Change-12,636,402 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,592,264
Change-12,592,264 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 12,240,384
Change-12,240,384 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 11,489,995
Change-11,489,995 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 10,925,700
Change-10,925,700 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 9,516,967
Change-9,516,967 (-100%)
Value—
National Pension Service
N/A
Shares— from 9,350,248
Change-9,350,248 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 8,752,549
Change-8,752,549 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 8,623,351
Change-8,623,351 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 8,396,412
Change-8,396,412 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 8,364,394
Change-8,364,394 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 8,342,124
Change-8,342,124 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 8,240,650
Change-8,240,650 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 8,219,620
Change-8,219,620 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,097,686
Change-8,097,686 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 8,032,484
Change-8,032,484 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,853,486
Change-7,853,486 (-100%)
Value—
Boston Partners
N/A
Shares— from 7,708,019
Change-7,708,019 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,193,014
Change-7,193,014 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 7,141,287
Change-7,141,287 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 6,631,746
Change-6,631,746 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,260,246
Change-6,260,246 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 6,051,066
Change-6,051,066 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 5,998,646
Change-5,998,646 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 5,970,593
Change-5,970,593 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,878,432
Change-5,878,432 (-100%)
Value—
Aviva PLC
N/A
Shares— from 5,239,035
Change-5,239,035 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,195,087
Change-5,195,087 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 4,737,220
Change-4,737,220 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 4,627,812
Change-4,627,812 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 4,255,482
Change-4,255,482 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,100,097
Change-4,100,097 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,863,144
Change-3,863,144 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,778,954
Change-3,778,954 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 3,741,723
Change-3,741,723 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 3,582,530
Change-3,582,530 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 3,541,488
Change-3,541,488 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 3,495,710
Change-3,495,710 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 3,453,382
Change-3,453,382 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 3,380,919
Change-3,380,919 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,344,686
Change-3,344,686 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 3,316,926
Change-3,316,926 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,316,914
Change-3,316,914 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 3,150,631
Change-3,150,631 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 3,122,750
Change-3,122,750 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,096,646
Change-3,096,646 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,981,187
Change-2,981,187 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,919,879
Change-2,919,879 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,896,306
Change-2,896,306 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,802,036
Change-2,802,036 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 2,791,259
Change-2,791,259 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,788,107
Change-2,788,107 (-100%)
Value—
Fenelon Opportunity Fund Inc.
N/A
Shares— from 2,784,512
Change-2,784,512 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,724,833
Change-2,724,833 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 2,480,786
Change-2,480,786 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,475,332
Change-2,475,332 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 2,463,048
Change-2,463,048 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,419,983
Change-2,419,983 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 2,414,988
Change-2,414,988 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 2,393,017
Change-2,393,017 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 2,299,945
Change-2,299,945 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,294,061
Change-2,294,061 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,269,005
Change-2,269,005 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,212,898
Change-2,212,898 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,169,075
Change-2,169,075 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,084,840
Change-2,084,840 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,072,126
Change-2,072,126 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 2,040,440
Change-2,040,440 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 2,006,974
Change-2,006,974 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,002,531
Change-2,002,531 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,978,588
Change-1,978,588 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,974,839
Change-1,974,839 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,971,735
Change-1,971,735 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,971,425
Change-1,971,425 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 1,870,276
Change-1,870,276 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 1,819,326
Change-1,819,326 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,817,627
Change-1,817,627 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,810,845
Change-1,810,845 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,796,861
Change-1,796,861 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,715,763
Change-1,715,763 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,670,073
Change-1,670,073 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,655,588
Change-1,655,588 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,649,968
Change-1,649,968 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,640,629
Change-1,640,629 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,628,007
Change-1,628,007 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 1,614,283
Change-1,614,283 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 1,613,789
Change-1,613,789 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,597,473
Change-1,597,473 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,541,435
Change-1,541,435 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,513,555
Change-1,513,555 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,483,851
Change-1,483,851 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,472,469
Change-1,472,469 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,467,580
Change-1,467,580 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,413,242
Change-1,413,242 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,397,145
Change-1,397,145 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,389,358
Change-1,389,358 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 1,389,288
Change-1,389,288 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,388,368
Change-1,388,368 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,384,795
Change-1,384,795 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,375,945
Change-1,375,945 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,357,817
Change-1,357,817 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 1,322,773
Change-1,322,773 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,320,626
Change-1,320,626 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 1,311,616
Change-1,311,616 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 1,290,103
Change-1,290,103 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,286,824
Change-1,286,824 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,281,986
Change-1,281,986 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,267,636
Change-1,267,636 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,260,385
Change-1,260,385 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,244,543
Change-1,244,543 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 1,240,754
Change-1,240,754 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,222,067
Change-1,222,067 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,212,623
Change-1,212,623 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,171,260
Change-1,171,260 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,170,740
Change-1,170,740 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 1,165,367
Change-1,165,367 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,142,308
Change-1,142,308 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,119,640
Change-1,119,640 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,116,793
Change-1,116,793 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,096,417
Change-1,096,417 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 1,090,758
Change-1,090,758 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 1,081,300
Change-1,081,300 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,080,826
Change-1,080,826 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 1,057,942
Change-1,057,942 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 1,050,768
Change-1,050,768 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,042,077
Change-1,042,077 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 1,040,000
Change-1,040,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,013,048
Change-1,013,048 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 979,534
Change-979,534 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 916,931
Change-916,931 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 911,644
Change-911,644 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 903,648
Change-903,648 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 899,926
Change-899,926 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 894,137
Change-894,137 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 888,365
Change-888,365 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 863,814
Change-863,814 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 845,250
Change-845,250 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 825,093
Change-825,093 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 821,108
Change-821,108 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 817,878
Change-817,878 (-100%)
Value—
ING Groep NV
N/A
Shares— from 807,033
Change-807,033 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 792,049
Change-792,049 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 781,203
Change-781,203 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 750,608
Change-750,608 (-100%)
Value—
BNP Paribas
N/A
Shares— from 742,958
Change-742,958 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 742,069
Change-742,069 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 740,552
Change-740,552 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 703,840
Change-703,840 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 690,975
Change-690,975 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 677,116
Change-677,116 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 672,778
Change-672,778 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 670,461
Change-670,461 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 667,124
Change-667,124 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 662,576
Change-662,576 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 662,227
Change-662,227 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 657,301
Change-657,301 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 657,099
Change-657,099 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 651,598
Change-651,598 (-100%)
Value—
Commerce Bank
N/A
Shares— from 651,120
Change-651,120 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 641,776
Change-641,776 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 627,370
Change-627,370 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 620,204
Change-620,204 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 618,584
Change-618,584 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 605,906
Change-605,906 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 601,604
Change-601,604 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 591,566
Change-591,566 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 590,118
Change-590,118 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 584,238
Change-584,238 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 583,691
Change-583,691 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 583,394
Change-583,394 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 581,305
Change-581,305 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 579,437
Change-579,437 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 575,244
Change-575,244 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 567,041
Change-567,041 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 544,587
Change-544,587 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 540,283
Change-540,283 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 530,163
Change-530,163 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 529,648
Change-529,648 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 525,424
Change-525,424 (-100%)
Value—
&partners
N/A
Shares— from 525,258
Change-525,258 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 523,494
Change-523,494 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 511,730
Change-511,730 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 508,926
Change-508,926 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 505,303
Change-505,303 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 503,696
Change-503,696 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 501,901
Change-501,901 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 501,734
Change-501,734 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 494,275
Change-494,275 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 484,057
Change-484,057 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 483,648
Change-483,648 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 482,997
Change-482,997 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 456,411
Change-456,411 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 450,307
Change-450,307 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 444,029
Change-444,029 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 440,765
Change-440,765 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 436,668
Change-436,668 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 433,611
Change-433,611 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 432,053
Change-432,053 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 431,182
Change-431,182 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 427,415
Change-427,415 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 414,137
Change-414,137 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 409,683
Change-409,683 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 396,491
Change-396,491 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 389,645
Change-389,645 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 388,999
Change-388,999 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 385,861
Change-385,861 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 374,679
Change-374,679 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 373,573
Change-373,573 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 368,348
Change-368,348 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 367,492
Change-367,492 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 354,491
Change-354,491 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 346,342
Change-346,342 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 345,896
Change-345,896 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 339,617
Change-339,617 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 338,464
Change-338,464 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 336,728
Change-336,728 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 323,798
Change-323,798 (-100%)
Value—
Allstate Corp
N/A
Shares— from 320,258
Change-320,258 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 317,104
Change-317,104 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 316,182
Change-316,182 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 315,873
Change-315,873 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 314,595
Change-314,595 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 312,741
Change-312,741 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 310,300
Change-310,300 (-100%)
Value—
Dnca Finance
N/A
Shares— from 308,436
Change-308,436 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 308,044
Change-308,044 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 307,676
Change-307,676 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 304,422
Change-304,422 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 303,152
Change-303,152 (-100%)
Value—
Stephens Inc
N/A
Shares— from 299,964
Change-299,964 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 296,708
Change-296,708 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 293,776
Change-293,776 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 289,640
Change-289,640 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 288,839
Change-288,839 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 283,607
Change-283,607 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 282,509
Change-282,509 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 279,281
Change-279,281 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 275,220
Change-275,220 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 271,742
Change-271,742 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 268,095
Change-268,095 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 267,554
Change-267,554 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 262,787
Change-262,787 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 260,525
Change-260,525 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 258,211
Change-258,211 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 257,920
Change-257,920 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 254,949
Change-254,949 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 254,071
Change-254,071 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 245,510
Change-245,510 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 243,177
Change-243,177 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 238,817
Change-238,817 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 237,226
Change-237,226 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 235,732
Change-235,732 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 235,166
Change-235,166 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 234,803
Change-234,803 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 233,674
Change-233,674 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 230,079
Change-230,079 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 226,481
Change-226,481 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 225,480
Change-225,480 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 222,061
Change-222,061 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 221,408
Change-221,408 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 217,490
Change-217,490 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 216,812
Change-216,812 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 216,307
Change-216,307 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 216,268
Change-216,268 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 214,700
Change-214,700 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 206,323
Change-206,323 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 206,019
Change-206,019 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 205,706
Change-205,706 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 204,720
Change-204,720 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 202,915
Change-202,915 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 202,911
Change-202,911 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 201,373
Change-201,373 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 200,743
Change-200,743 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 196,374
Change-196,374 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 195,304
Change-195,304 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 193,445
Change-193,445 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 193,332
Change-193,332 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 192,968
Change-192,968 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 189,933
Change-189,933 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 185,949
Change-185,949 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 185,650
Change-185,650 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 185,364
Change-185,364 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 184,920
Change-184,920 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 184,774
Change-184,774 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 184,297
Change-184,297 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 180,308
Change-180,308 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 179,888
Change-179,888 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 179,433
Change-179,433 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 178,872
Change-178,872 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 176,576
Change-176,576 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 175,976
Change-175,976 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 175,295
Change-175,295 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 175,000
Change-175,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 174,344
Change-174,344 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 172,916
Change-172,916 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 172,300
Change-172,300 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 166,915
Change-166,915 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 166,911
Change-166,911 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 165,977
Change-165,977 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 165,256
Change-165,256 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 160,596
Change-160,596 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 160,128
Change-160,128 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 158,788
Change-158,788 (-100%)
Value—
Capital International LTD
N/A
Shares— from 157,543
Change-157,543 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 157,475
Change-157,475 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 155,777
Change-155,777 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 154,130
Change-154,130 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 154,028
Change-154,028 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 152,581
Change-152,581 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 150,878
Change-150,878 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 150,643
Change-150,643 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 150,278
Change-150,278 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 149,477
Change-149,477 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 147,333
Change-147,333 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 144,275
Change-144,275 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 144,230
Change-144,230 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 143,462
Change-143,462 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 140,605
Change-140,605 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 140,293
Change-140,293 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 139,749
Change-139,749 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 139,400
Change-139,400 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 136,451
Change-136,451 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 135,870
Change-135,870 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 135,528
Change-135,528 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 134,955
Change-134,955 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 134,482
Change-134,482 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 133,880
Change-133,880 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 133,579
Change-133,579 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 132,594
Change-132,594 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 131,855
Change-131,855 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 130,507
Change-130,507 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 129,916
Change-129,916 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 128,909
Change-128,909 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 128,460
Change-128,460 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 127,972
Change-127,972 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 126,116
Change-126,116 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 125,610
Change-125,610 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 124,936
Change-124,936 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 124,900
Change-124,900 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 124,151
Change-124,151 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 121,136
Change-121,136 (-100%)
Value—
Allianz SE
N/A
Shares— from 120,534
Change-120,534 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 119,934
Change-119,934 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 119,853
Change-119,853 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 118,882
Change-118,882 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 116,626
Change-116,626 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 116,407
Change-116,407 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 114,646
Change-114,646 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 114,408
Change-114,408 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 113,715
Change-113,715 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 112,442
Change-112,442 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 112,373
Change-112,373 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 111,668
Change-111,668 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 110,688
Change-110,688 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 110,337
Change-110,337 (-100%)
Value—
Biglari, SardarA
N/A
Shares— from 110,248
Change-110,248 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 110,237
Change-110,237 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 109,866
Change-109,866 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 109,747
Change-109,747 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 109,432
Change-109,432 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 108,313
Change-108,313 (-100%)
Value—
Simmons Bank
N/A
Shares— from 108,119
Change-108,119 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 105,688
Change-105,688 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 105,304
Change-105,304 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 104,656
Change-104,656 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 104,617
Change-104,617 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 103,789
Change-103,789 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 102,168
Change-102,168 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 101,883
Change-101,883 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 100,526
Change-100,526 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 100,115
Change-100,115 (-100%)
Value—
Bislett Management, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 99,929
Change-99,929 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 99,516
Change-99,516 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 98,500
Change-98,500 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 98,276
Change-98,276 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 97,103
Change-97,103 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 96,730
Change-96,730 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 95,608
Change-95,608 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 94,254
Change-94,254 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 93,989
Change-93,989 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 93,941
Change-93,941 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 93,938
Change-93,938 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 93,602
Change-93,602 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 92,498
Change-92,498 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 92,498
Change-92,498 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 91,960
Change-91,960 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 91,761
Change-91,761 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 90,241
Change-90,241 (-100%)
Value—
Motco
N/A
Shares— from 89,856
Change-89,856 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 89,076
Change-89,076 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 88,406
Change-88,406 (-100%)
Value—
Calydon Capital
N/A
Shares— from 87,930
Change-87,930 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 87,833
Change-87,833 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 87,174
Change-87,174 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 86,997
Change-86,997 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 86,821
Change-86,821 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 86,761
Change-86,761 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 86,390
Change-86,390 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 85,975
Change-85,975 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 85,304
Change-85,304 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 85,270
Change-85,270 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 83,279
Change-83,279 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 82,002
Change-82,002 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 81,736
Change-81,736 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 81,631
Change-81,631 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 81,153
Change-81,153 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 80,934
Change-80,934 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 78,900
Change-78,900 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 78,687
Change-78,687 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 78,055
Change-78,055 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 77,501
Change-77,501 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 77,364
Change-77,364 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 77,325
Change-77,325 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 77,263
Change-77,263 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 77,223
Change-77,223 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 77,056
Change-77,056 (-100%)
Value—
Prudential PLC
N/A
Shares— from 76,612
Change-76,612 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 76,168
Change-76,168 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 75,508
Change-75,508 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 74,230
Change-74,230 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 74,196
Change-74,196 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 73,931
Change-73,931 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 73,707
Change-73,707 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 73,647
Change-73,647 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 73,515
Change-73,515 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 72,531
Change-72,531 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 72,087
Change-72,087 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 71,623
Change-71,623 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 71,092
Change-71,092 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 70,681
Change-70,681 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 70,016
Change-70,016 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
EFG International AG
N/A
Shares— from 69,490
Change-69,490 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 69,351
Change-69,351 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 69,198
Change-69,198 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 68,986
Change-68,986 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 68,936
Change-68,936 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 68,400
Change-68,400 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 68,398
Change-68,398 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 68,178
Change-68,178 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 68,054
Change-68,054 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 67,306
Change-67,306 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 66,777
Change-66,777 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 66,726
Change-66,726 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 66,188
Change-66,188 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 65,291
Change-65,291 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 64,627
Change-64,627 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 64,591
Change-64,591 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 63,015
Change-63,015 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 62,971
Change-62,971 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 62,886
Change-62,886 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 62,738
Change-62,738 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 62,384
Change-62,384 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 62,002
Change-62,002 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 61,694
Change-61,694 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 61,334
Change-61,334 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 60,741
Change-60,741 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 60,544
Change-60,544 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 60,157
Change-60,157 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 60,027
Change-60,027 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 60,012
Change-60,012 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 58,971
Change-58,971 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 58,888
Change-58,888 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 58,334
Change-58,334 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 57,078
Change-57,078 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 57,009
Change-57,009 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 56,143
Change-56,143 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 55,504
Change-55,504 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 55,420
Change-55,420 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 55,256
Change-55,256 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 55,210
Change-55,210 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 53,743
Change-53,743 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 53,698
Change-53,698 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 53,282
Change-53,282 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 53,030
Change-53,030 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 52,641
Change-52,641 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 52,465
Change-52,465 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 52,433
Change-52,433 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 52,032
Change-52,032 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 51,873
Change-51,873 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 51,718
Change-51,718 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 51,602
Change-51,602 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 51,223
Change-51,223 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 50,920
Change-50,920 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 50,558
Change-50,558 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 50,207
Change-50,207 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 50,201
Change-50,201 (-100%)
Value—
United Bank
N/A
Shares— from 50,052
Change-50,052 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 49,997
Change-49,997 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 49,535
Change-49,535 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 49,192
Change-49,192 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 49,101
Change-49,101 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 48,590
Change-48,590 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 48,524
Change-48,524 (-100%)
Value—
AXA S.A.
N/A
Shares— from 48,523
Change-48,523 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 48,469
Change-48,469 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 48,423
Change-48,423 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 48,186
Change-48,186 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 47,667
Change-47,667 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 47,613
Change-47,613 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 47,469
Change-47,469 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 47,440
Change-47,440 (-100%)
Value—
Members Trust Co
N/A
Shares— from 47,285
Change-47,285 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 47,281
Change-47,281 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 46,967
Change-46,967 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 46,674
Change-46,674 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 46,554
Change-46,554 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 46,240
Change-46,240 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 46,082
Change-46,082 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 46,030
Change-46,030 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 45,969
Change-45,969 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 45,489
Change-45,489 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 45,379
Change-45,379 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 45,157
Change-45,157 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 44,986
Change-44,986 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 44,887
Change-44,887 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 44,859
Change-44,859 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 44,829
Change-44,829 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 44,685
Change-44,685 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 44,396
Change-44,396 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 44,135
Change-44,135 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 43,626
Change-43,626 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 43,607
Change-43,607 (-100%)
Value—
Ossiam
N/A
Shares— from 43,174
Change-43,174 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 43,003
Change-43,003 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 42,232
Change-42,232 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 42,151
Change-42,151 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 42,143
Change-42,143 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 42,034
Change-42,034 (-100%)
Value—
YCG, LLC
N/A
Shares— from 41,934
Change-41,934 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 41,741
Change-41,741 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 41,647
Change-41,647 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 41,619
Change-41,619 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 41,569
Change-41,569 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 41,149
Change-41,149 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 40,862
Change-40,862 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 40,728
Change-40,728 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 40,618
Change-40,618 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 40,607
Change-40,607 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 39,960
Change-39,960 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 39,753
Change-39,753 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 39,576
Change-39,576 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 39,000
Change-39,000 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 38,976
Change-38,976 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 38,490
Change-38,490 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 38,153
Change-38,153 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 38,132
Change-38,132 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 38,009
Change-38,009 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 37,848
Change-37,848 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 37,786
Change-37,786 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 37,449
Change-37,449 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 37,437
Change-37,437 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 37,294
Change-37,294 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 37,279
Change-37,279 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 37,267
Change-37,267 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 37,215
Change-37,215 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 36,889
Change-36,889 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 36,713
Change-36,713 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 36,420
Change-36,420 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 36,180
Change-36,180 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 36,080
Change-36,080 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 35,770
Change-35,770 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 35,753
Change-35,753 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 35,544
Change-35,544 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 35,437
Change-35,437 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 35,376
Change-35,376 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 35,200
Change-35,200 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 34,972
Change-34,972 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 34,703
Change-34,703 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 34,569
Change-34,569 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 34,530
Change-34,530 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 34,372
Change-34,372 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 34,269
Change-34,269 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 34,253
Change-34,253 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 34,082
Change-34,082 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 33,751
Change-33,751 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 33,751
Change-33,751 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 33,711
Change-33,711 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 33,675
Change-33,675 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 33,501
Change-33,501 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 33,471
Change-33,471 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 33,447
Change-33,447 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 32,989
Change-32,989 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 32,885
Change-32,885 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 32,841
Change-32,841 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 32,606
Change-32,606 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 32,192
Change-32,192 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 32,141
Change-32,141 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 31,749
Change-31,749 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 31,395
Change-31,395 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 31,367
Change-31,367 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 31,235
Change-31,235 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 31,156
Change-31,156 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 30,984
Change-30,984 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 30,896
Change-30,896 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 30,724
Change-30,724 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 30,702
Change-30,702 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 30,700
Change-30,700 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 30,654
Change-30,654 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 30,649
Change-30,649 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 30,437
Change-30,437 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 30,400
Change-30,400 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 30,188
Change-30,188 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 29,695
Change-29,695 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 29,177
Change-29,177 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 28,955
Change-28,955 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 28,621
Change-28,621 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 28,449
Change-28,449 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 28,285
Change-28,285 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 28,282
Change-28,282 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 27,945
Change-27,945 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 27,940
Change-27,940 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 27,917
Change-27,917 (-100%)
Value—
Nwam LLC
N/A
Shares— from 27,728
Change-27,728 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 27,341
Change-27,341 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 27,106
Change-27,106 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 27,100
Change-27,100 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 26,974
Change-26,974 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 26,777
Change-26,777 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 26,756
Change-26,756 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 26,680
Change-26,680 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 26,664
Change-26,664 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 26,638
Change-26,638 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 26,328
Change-26,328 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 26,271
Change-26,271 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 26,262
Change-26,262 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 26,250
Change-26,250 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 26,179
Change-26,179 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 25,870
Change-25,870 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 25,350
Change-25,350 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 24,964
Change-24,964 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 24,900
Change-24,900 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 24,652
Change-24,652 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 24,422
Change-24,422 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 24,422
Change-24,422 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 24,327
Change-24,327 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 24,319
Change-24,319 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 24,174
Change-24,174 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 24,002
Change-24,002 (-100%)
Value—
Dodge & COX
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 23,934
Change-23,934 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 23,836
Change-23,836 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 23,830
Change-23,830 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 23,709
Change-23,709 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 23,624
Change-23,624 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 23,555
Change-23,555 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 23,499
Change-23,499 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 23,497
Change-23,497 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 23,470
Change-23,470 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 23,317
Change-23,317 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 23,305
Change-23,305 (-100%)
Value—
CNB Bank
N/A
Shares— from 23,196
Change-23,196 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 22,967
Change-22,967 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 22,847
Change-22,847 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 22,836
Change-22,836 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 22,825
Change-22,825 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 22,776
Change-22,776 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 22,648
Change-22,648 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 22,625
Change-22,625 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 22,533
Change-22,533 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 22,506
Change-22,506 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 22,363
Change-22,363 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 22,349
Change-22,349 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 22,336
Change-22,336 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 21,825
Change-21,825 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 21,802
Change-21,802 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 21,705
Change-21,705 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 21,544
Change-21,544 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 21,542
Change-21,542 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 21,419
Change-21,419 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 21,385
Change-21,385 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 21,360
Change-21,360 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 21,168
Change-21,168 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 21,005
Change-21,005 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 21,004
Change-21,004 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 20,966
Change-20,966 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 20,914
Change-20,914 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 20,913
Change-20,913 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 20,748
Change-20,748 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 20,721
Change-20,721 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 20,710
Change-20,710 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 20,690
Change-20,690 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 20,590
Change-20,590 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 20,575
Change-20,575 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 20,456
Change-20,456 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 20,421
Change-20,421 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 20,389
Change-20,389 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 20,355
Change-20,355 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 20,298
Change-20,298 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 20,296
Change-20,296 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 20,248
Change-20,248 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 20,040
Change-20,040 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 19,881
Change-19,881 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 19,838
Change-19,838 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 19,582
Change-19,582 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 19,577
Change-19,577 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 19,557
Change-19,557 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 19,544
Change-19,544 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 19,374
Change-19,374 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 19,333
Change-19,333 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 19,295
Change-19,295 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 19,103
Change-19,103 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 19,029
Change-19,029 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 19,007
Change-19,007 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 18,992
Change-18,992 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 18,700
Change-18,700 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 18,575
Change-18,575 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 18,372
Change-18,372 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 18,361
Change-18,361 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 18,360
Change-18,360 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 18,349
Change-18,349 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 18,185
Change-18,185 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,179
Change-18,179 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 17,867
Change-17,867 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 17,741
Change-17,741 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 17,731
Change-17,731 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 17,691
Change-17,691 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 17,690
Change-17,690 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 17,645
Change-17,645 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 17,637
Change-17,637 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 17,592
Change-17,592 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 17,569
Change-17,569 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 17,532
Change-17,532 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 17,500
Change-17,500 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 17,484
Change-17,484 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 17,450
Change-17,450 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 17,442
Change-17,442 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 17,409
Change-17,409 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 17,309
Change-17,309 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 17,255
Change-17,255 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 17,138
Change-17,138 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 17,040
Change-17,040 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 16,848
Change-16,848 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 16,831
Change-16,831 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 16,798
Change-16,798 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 16,659
Change-16,659 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 16,611
Change-16,611 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 16,601
Change-16,601 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 16,597
Change-16,597 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 16,582
Change-16,582 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 16,571
Change-16,571 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 16,557
Change-16,557 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 16,549
Change-16,549 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 16,520
Change-16,520 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 16,308
Change-16,308 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 16,299
Change-16,299 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 16,283
Change-16,283 (-100%)
Value—
Invst, LLC
N/A
Shares— from 16,269
Change-16,269 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 16,047
Change-16,047 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 15,863
Change-15,863 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 15,817
Change-15,817 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 15,780
Change-15,780 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 15,716
Change-15,716 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 15,549
Change-15,549 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 15,495
Change-15,495 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 15,465
Change-15,465 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 15,422
Change-15,422 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 15,328
Change-15,328 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 15,325
Change-15,325 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 15,320
Change-15,320 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 15,246
Change-15,246 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 15,217
Change-15,217 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 15,190
Change-15,190 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 15,189
Change-15,189 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 15,091
Change-15,091 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,010
Change-15,010 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 14,989
Change-14,989 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 14,939
Change-14,939 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 14,895
Change-14,895 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 14,870
Change-14,870 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 14,833
Change-14,833 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 14,806
Change-14,806 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 14,798
Change-14,798 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 14,797
Change-14,797 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 14,687
Change-14,687 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 14,649
Change-14,649 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 14,635
Change-14,635 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 14,508
Change-14,508 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 14,504
Change-14,504 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 14,499
Change-14,499 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 14,468
Change-14,468 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 14,458
Change-14,458 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 14,446
Change-14,446 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 14,382
Change-14,382 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 14,304
Change-14,304 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 14,284
Change-14,284 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 14,228
Change-14,228 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 14,224
Change-14,224 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 14,184
Change-14,184 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 14,184
Change-14,184 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 14,181
Change-14,181 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 14,165
Change-14,165 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 14,144
Change-14,144 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 13,968
Change-13,968 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 13,913
Change-13,913 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 13,874
Change-13,874 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 13,844
Change-13,844 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 13,815
Change-13,815 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 13,702
Change-13,702 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,642
Change-13,642 (-100%)
Value—
Optas, LLC
N/A
Shares— from 13,547
Change-13,547 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 13,535
Change-13,535 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 13,528
Change-13,528 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 13,527
Change-13,527 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 13,511
Change-13,511 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 13,362
Change-13,362 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 13,292
Change-13,292 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 13,192
Change-13,192 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 13,185
Change-13,185 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 13,167
Change-13,167 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 13,166
Change-13,166 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 13,160
Change-13,160 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 13,089
Change-13,089 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 13,018
Change-13,018 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 13,010
Change-13,010 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 12,910
Change-12,910 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 12,856
Change-12,856 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 12,834
Change-12,834 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 12,816
Change-12,816 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 12,798
Change-12,798 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 12,766
Change-12,766 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 12,716
Change-12,716 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 12,684
Change-12,684 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,605
Change-12,605 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 12,432
Change-12,432 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 12,384
Change-12,384 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 12,350
Change-12,350 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 12,350
Change-12,350 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 12,338
Change-12,338 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 12,301
Change-12,301 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 12,291
Change-12,291 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 12,263
Change-12,263 (-100%)
Value—
Summitry LLC
N/A
Shares— from 12,256
Change-12,256 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 12,103
Change-12,103 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 12,081
Change-12,081 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 12,020
Change-12,020 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 12,015
Change-12,015 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 11,766
Change-11,766 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 11,706
Change-11,706 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 11,676
Change-11,676 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 11,661
Change-11,661 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 11,608
Change-11,608 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 11,544
Change-11,544 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 11,528
Change-11,528 (-100%)
Value—
Bank OZK
N/A
Shares— from 11,475
Change-11,475 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 11,441
Change-11,441 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 11,231
Change-11,231 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 11,215
Change-11,215 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 11,194
Change-11,194 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 11,086
Change-11,086 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 11,079
Change-11,079 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 11,042
Change-11,042 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 11,040
Change-11,040 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 11,033
Change-11,033 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 10,985
Change-10,985 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 10,957
Change-10,957 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 10,865
Change-10,865 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 10,840
Change-10,840 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,799
Change-10,799 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 10,746
Change-10,746 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 10,682
Change-10,682 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 10,661
Change-10,661 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 10,650
Change-10,650 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 10,641
Change-10,641 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 10,605
Change-10,605 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 10,581
Change-10,581 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 10,543
Change-10,543 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 10,536
Change-10,536 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 10,477
Change-10,477 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 10,442
Change-10,442 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 10,429
Change-10,429 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 10,412
Change-10,412 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 10,384
Change-10,384 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 10,252
Change-10,252 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 10,247
Change-10,247 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 10,246
Change-10,246 (-100%)
Value—
S&CO Inc
N/A
Shares— from 10,236
Change-10,236 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 10,234
Change-10,234 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 10,214
Change-10,214 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 10,108
Change-10,108 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 10,036
Change-10,036 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 9,991
Change-9,991 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 9,961
Change-9,961 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 9,957
Change-9,957 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 9,939
Change-9,939 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 9,829
Change-9,829 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 9,713
Change-9,713 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 9,675
Change-9,675 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 9,672
Change-9,672 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 9,658
Change-9,658 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 9,638
Change-9,638 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 9,603
Change-9,603 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 9,577
Change-9,577 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 9,483
Change-9,483 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 9,472
Change-9,472 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 9,441
Change-9,441 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 9,397
Change-9,397 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 9,378
Change-9,378 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 9,223
Change-9,223 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 9,202
Change-9,202 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 9,128
Change-9,128 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 9,061
Change-9,061 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,048
Change-9,048 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 8,953
Change-8,953 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 8,950
Change-8,950 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 8,908
Change-8,908 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 8,879
Change-8,879 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 8,862
Change-8,862 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 8,857
Change-8,857 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 8,701
Change-8,701 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 8,684
Change-8,684 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 8,649
Change-8,649 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 8,618
Change-8,618 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 8,605
Change-8,605 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 8,597
Change-8,597 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 8,584
Change-8,584 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 8,574
Change-8,574 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 8,532
Change-8,532 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 8,524
Change-8,524 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 8,520
Change-8,520 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 8,519
Change-8,519 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,476
Change-8,476 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 8,462
Change-8,462 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 8,451
Change-8,451 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 8,328
Change-8,328 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 8,105
Change-8,105 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 8,039
Change-8,039 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 8,009
Change-8,009 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 7,976
Change-7,976 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 7,938
Change-7,938 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 7,895
Change-7,895 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 7,882
Change-7,882 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 7,876
Change-7,876 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 7,867
Change-7,867 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 7,733
Change-7,733 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 7,732
Change-7,732 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 7,732
Change-7,732 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 7,708
Change-7,708 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 7,692
Change-7,692 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 7,659
Change-7,659 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,642
Change-7,642 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 7,621
Change-7,621 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 7,457
Change-7,457 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 7,430
Change-7,430 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 7,428
Change-7,428 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 7,352
Change-7,352 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7,239
Change-7,239 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 7,208
Change-7,208 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 7,166
Change-7,166 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 7,092
Change-7,092 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7,074
Change-7,074 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 7,065
Change-7,065 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 7,021
Change-7,021 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 7,020
Change-7,020 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 6,990
Change-6,990 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,935
Change-6,935 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 6,931
Change-6,931 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 6,876
Change-6,876 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 6,837
Change-6,837 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,811
Change-6,811 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 6,782
Change-6,782 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 6,778
Change-6,778 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
EWA, LLC
N/A
Shares— from 6,707
Change-6,707 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 6,673
Change-6,673 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 6,658
Change-6,658 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 6,641
Change-6,641 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 6,607
Change-6,607 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 6,565
Change-6,565 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 6,421
Change-6,421 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 6,227
Change-6,227 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 6,204
Change-6,204 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 6,187
Change-6,187 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 6,096
Change-6,096 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 5,977
Change-5,977 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 5,937
Change-5,937 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 5,923
Change-5,923 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 5,911
Change-5,911 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 5,903
Change-5,903 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,827
Change-5,827 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 5,758
Change-5,758 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 5,756
Change-5,756 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,623
Change-5,623 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 5,599
Change-5,599 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 5,533
Change-5,533 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 5,479
Change-5,479 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 5,447
Change-5,447 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 5,333
Change-5,333 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 5,234
Change-5,234 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 5,209
Change-5,209 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 5,163
Change-5,163 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 5,088
Change-5,088 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 5,088
Change-5,088 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,076
Change-5,076 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,065
Change-5,065 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 5,019
Change-5,019 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,915
Change-4,915 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 4,891
Change-4,891 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 4,863
Change-4,863 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 4,794
Change-4,794 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 4,790
Change-4,790 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 4,770
Change-4,770 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 4,635
Change-4,635 (-100%)
Value—
Ames National Corp
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 4,482
Change-4,482 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 4,476
Change-4,476 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 4,436
Change-4,436 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 4,423
Change-4,423 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,360
Change-4,360 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 4,322
Change-4,322 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 4,163
Change-4,163 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 4,158
Change-4,158 (-100%)
Value—
FCA Corp
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 4,132
Change-4,132 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 3,915
Change-3,915 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,908
Change-3,908 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
American Trust
N/A
Shares— from 3,829
Change-3,829 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 3,737
Change-3,737 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 3,638
Change-3,638 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 3,569
Change-3,569 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,533
Change-3,533 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 3,457
Change-3,457 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 3,403
Change-3,403 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Centennial Bank
N/A
Shares— from 3,293
Change-3,293 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,997
Change-2,997 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
S&T Bank
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Pura Vida Investments, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 994
Change-994 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 986
Change-986 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 906
Change-906 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Toews Corp
N/A
Shares— from 862
Change-862 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 799
Change-799 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 671
Change-671 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 661
Change-661 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 654
Change-654 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 639
Change-639 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 627
Change-627 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 547
Change-547 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 530
Change-530 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 512
Change-512 (-100%)
Value—
Rogco, LP
N/A
Shares— from 500
Change-500 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 491
Change-491 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 438
Change-438 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 397
Change-397 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 378
Change-378 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 330
Change-330 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 295
Change-295 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 260
Change-260 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Quarry LP
N/A
Shares— from 180
Change-180 (-100%)
Value—
NCP Inc.
N/A
Shares— from 178
Change-178 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 126
Change-126 (-100%)
Value—
Biglari Capital Corp.A
N/A
Shares— from 120
Change-120 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 48
Change-48 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 32
Change-32 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 29
Change-29 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED111,516,244105,977,991+5,538,253+5%$8.6B$9.6B+$1.0B2026-11-06
Bank of New York Mellon Corp
INCREASED35,475,66734,083,819+1,391,848+4%$2.8B$3.1B+$283.8M2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED19,931,99419,581,969+350,025+2%$1.6B$1.7B+$124.3M2026-11-05
Deutsche Bank Ag\
INCREASED18,634,05316,563,611+2,070,442+13%$1.3B$1.6B+$257.9M2026-11-06
Amundi
INCREASED17,598,09214,563,040+3,035,052+21%$1.2B$1.5B+$331.3M2026-11-06
Dimensional Fund Advisors LP
DECREASED17,065,36618,606,171-1,540,805-8%$1.5B$1.5B-$43.2M2026-11-04
Truist Financial Corp
INCREASED14,167,25214,045,804+121,448+1%$1.1B$1.2B+$78.0M2026-10-30
Sumitomo Mitsui Trust Group, Inc.
DECREASED8,987,7769,220,120-232,344-3%$749.3M$773.7M+$24.3M2026-10-29
Principal Financial Group Inc
INCREASED8,980,2108,737,836+242,374+3%$710.1M$773.0M+$62.9M2026-11-02
DekaBank Deutsche Girozentrale
INCREASED8,215,5107,617,417+598,093+8%$578.8K$713.7M+$713.1M2026-10-27
Fisher Asset Management, LLC
INCREASED6,903,0716,518,291+384,780+6%$529.7M$594.2M+$64.5M2026-11-06
PNC Financial Services Group, Inc.
DECREASED6,892,1016,892,206-1050%$560.1M$593.3M+$33.1M2026-11-06
LPL Financial LLC
INCREASED6,324,5306,173,804+150,726+2%$501.7M$544.4M+$42.7M2026-11-06
Allen Holding Inc
UNCHANGED6,000,0006,000,00000%$487.6M$516.5M+$28.9M2026-11-03
Robeco Institutional Asset Management B.V.
INCREASED5,997,0164,920,011+1,077,005+22%$399.8M$516.2M+$116.4M2026-10-20
Citigroup Inc
INCREASED5,660,5475,320,065+340,482+6%$432.4M$487.3M+$54.9M2026-11-04
MacKenzie Financial Corp
DECREASED5,178,0115,884,312-706,301-12%$478.2M$445.7M-$32.5M2026-11-02
Vontobel Holding Ltd.
DECREASED5,101,0206,407,515-1,306,495-20%$520.7M$439.1M-$81.6M2026-10-16
Eurizon Capital SGR S.p.A.
INCREASED4,974,4314,431,189+543,242+12%$361.8M$429.3M+$67.5M2026-11-06
Barclays PLC
DECREASED4,965,4727,090,856-2,125,384-30%$576.3M$427.4M-$148.8M2026-11-06
Aberdeen Group plc
DECREASED4,756,0974,863,002-106,905-2%$395.2M$409.4M+$14.2M2026-11-06
US Bancorp \de\
DECREASED4,103,9894,129,726-25,737-1%$335.6M$353.3M+$17.6M2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
INCREASED3,950,7703,759,280+191,490+5%$306.8M$340.7M+$33.9M2026-10-29
King Luther Capital Management Corp
DECREASED3,540,7723,667,526-126,754-3%$298.1M$304.8M+$6.7M2026-11-05
Assenagon Asset Management S.A.
INCREASED3,519,2732,580,125+939,148+36%$209.7M$302.9M+$93.3M2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED3,028,3692,682,565+345,804+13%$218.0M$260.7M+$42.7M2026-11-03
AMF Tjanstepension AB
UNCHANGED2,910,0532,910,05300%$236.5M$250.5M+$14.0M2026-10-22
Fifth Third Bancorp
DECREASED2,806,7962,824,588-17,792-1%$229.6M$241.6M+$12.1M2026-11-05
New York State Teachers Retirement System
DECREASED2,716,5382,828,855-112,317-4%$229.9M$233.8M+$3.9M2026-10-22
ProShare Advisors LLC
DECREASED2,692,8552,845,613-152,758-5%$231.3M$231.8M+$538.0K2026-10-29
Guinness Asset Management LTD
DECREASED2,652,3042,749,910-97,606-4%$222.6M$228.3M+$5.7M2026-11-05
Pictet Asset Management Holding SA
DECREASED2,604,7182,770,527-165,809-6%$225.2M$224.2M-$949.8K2026-11-03
Creative Planning
INCREASED2,471,3742,398,911+72,463+3%$195.0M$212.7M+$17.8M2026-11-02
Swedbank AB
DECREASED2,360,8712,405,135-44,264-2%$195.5M$203.2M+$7.8M2026-10-27
Alphinity Investment Management Pty Ltd
DECREASED2,228,0243,418,540-1,190,516-35%$277.8M$191.8M-$86.0M2026-11-02
Asset Management One Co., Ltd.
INCREASED2,155,0332,054,854+100,179+5%$167.0M$185.5M+$18.5M2026-10-27
B. Metzler seel. Sohn & Co. AG
DECREASED2,132,2053,355,276-1,223,071-36%$272.7M$183.5M-$89.1M2026-10-30
KBC Group NV
INCREASED2,053,9401,553,320+500,620+32%$126.2M$176.8M+$50.6M2026-10-22
Alecta Tjanstepension Omsesidigt
DECREASED1,950,3002,431,000-480,700-20%$197.5M$167.9M-$29.6M2026-11-02
Russell Investments Group, Ltd.
DECREASED1,907,8082,201,166-293,358-13%$179.0M$164.3M-$14.7M2026-11-06
PFA Pension, Forsikringsaktieselskab
INCREASED1,873,7861,373,789+499,997+36%$111.6M$161.3M+$49.6M2026-11-06
Cardano Risk Management B.V.
INCREASED1,865,4581,505,504+359,954+24%$122.4M$160.6M+$38.2M2026-10-20
Parnassus Investments, LLC
DECREASED1,842,3021,844,913-2,6110%$149.9M$158.6M+$8.6M2026-10-22
Great Lakes Advisors, LLC
INCREASED1,834,25520,031+1,814,224+9057%$1.6M$157.9M+$156.3M2026-11-06
Swiss Life Asset Management Ltd
INCREASED1,830,7601,353,013+477,747+35%$110.0M$157.6M+$47.6M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,790,6671,993,456-202,789-10%$162.0M$154.1M-$7.9M2026-10-15
Bahl & Gaynor LLC
DECREASED1,750,1621,752,949-2,7870%$142.5M$150.7M+$8.2M2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
DECREASED1,724,4501,973,777-249,327-13%$160.2M$148.3M-$11.9M2026-10-22
ABN Amro Investment Solutions
INCREASED1,596,456299,175+1,297,281+434%$24.3M$137.4M+$113.1M2026-10-21
Union Bancaire Privee, UBP SA
INCREASED1,503,578945,708+557,870+59%$87.4M$144.0M+$56.6M2026-11-04
CIBC Asset Management Inc
DECREASED1,417,3481,450,290-32,942-2%$117.8M$122.0M+$4.1M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED1,401,5711,220,829+180,742+15%$100.1M$119.5M+$19.5M2026-10-13
Regions Financial Corp
INCREASED1,349,5681,078,611+270,957+25%$87.7M$116.2M+$28.5M2026-11-05
James Hambro & Partners LLP
INCREASED1,328,5391,306,225+22,314+2%$106.1M$114.4M+$8.2M2026-10-19
ZWJ Investment Counsel Inc
DECREASED1,285,5441,300,360-14,816-1%$105.7M$110.7M+$5.0M2026-10-15
State of New Jersey Common Pension Fund D
DECREASED1,257,0441,257,791-7470%$102.2M$108.2M+$6.0M2026-11-05
OFI Invest Asset Management
INCREASED1,256,599561,144+695,455+124%$40.3M$95.4M+$55.1M2026-11-06
Commonwealth Equity Services, LLC
DECREASED1,219,5521,269,440-49,888-4%$103.2M$105.0M+$1.8M2026-11-02
Yacktman Asset Management LP
DECREASED1,165,3052,127,657-962,352-45%$172.9M$100.3M-$72.6M2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED1,145,1431,128,643+16,500+1%$91.7M$98.6M+$6.8M2026-10-08
Calamos Advisors LLC
INCREASED1,139,244965,562+173,682+18%$78.5M$98.1M+$19.6M2026-11-02
Retirement Systems of Alabama
DECREASED1,121,0681,812,825-691,757-38%$147.3M$96.5M-$50.8M2026-11-04
Czech National Bank
INCREASED1,112,6031,102,186+10,417+1%$89.6M$95.8M+$6.2M2026-10-13
Arizona State Retirement System
INCREASED1,102,0251,074,888+27,137+3%$87.4M$94.9M+$7.5M2026-11-03
Keybank National Association
INCREASED1,096,4391,089,127+7,312+1%$88.5M$94.4M+$5.9M2026-11-04
Cullinan Associates Inc
DECREASED1,094,1511,132,980-38,829-3%$92.1M$94.2M+$2.1M2026-11-03
Quilter Plc
DECREASED1,049,2771,072,887-23,610-2%$87.2M$90.3M+$3.1M2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED1,021,691869,969+151,722+17%$70.7M$88.0M+$17.2M2026-11-04
State of Michigan Retirement System
DECREASED1,002,9481,021,448-18,500-2%$83.0M$86.3M+$3.3M2026-10-27
UniSuper Management Pty Ltd
INCREASED983,112907,631+75,481+8%$73.8M$84.6M+$10.9M2026-10-26
Nykredit A/S
INCREASED958,191939,103+19,088+2%$76.3M$82.5M+$6.2M2026-11-06
Nisa Investment Advisors, LLC
DECREASED920,131924,000-3,8690%$75.6M$79.7M+$4.1M2026-10-20
SEB Asset Management AB
INCREASED900,295846,863+53,432+6%$68.8M$77.5M+$8.7M2026-11-04
IFM Investors Pty Ltd
INCREASED899,776894,276+5,500+1%$72.7M$77.5M+$4.8M2026-10-14
Strs Ohio
DECREASED896,264968,287-72,023-7%$78.7M$77.2M-$1.5M2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED879,555872,690+6,865+1%$70.9M$75.7M+$4.8M2026-10-20
Douglas Lane & Associates, LLC
DECREASED874,052948,409-74,357-8%$77.1M$75.2M-$1.8M2026-10-09
Xponance LLC
INCREASED873,747790,189+83,558+11%$64.2M$75.2M+$11.0M2026-11-03
Blue Trust, Inc.
DECREASED867,301875,276-7,975-1%$71.1M$74.7M+$3.5M2026-10-15
Compagnie Lombard Odier SCmA
DECREASED867,0641,059,377-192,313-18%$86.1M$74.6M-$11.5M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED857,263859,081-1,8180%$69.8M$73.8M+$4.0M2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED855,522855,271+251+0%$69.5M$73.6M+$4.1M2026-11-03
Daiwa Securities Group Inc.
DECREASED851,664871,120-19,456-2%$70.8M$73.3M+$2.5M2026-10-29
Old Republic International Corp
DECREASED850,545991,300-140,755-14%$80.7M$73.2M-$7.4M2026-10-26
Kestra Advisory Services, LLC
INCREASED806,777749,216+57,561+8%$60.9M$69.4M+$8.6M2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED806,209806,075+134+0%$65.5M$69.4M+$3.9M2026-10-19
Achmea Investment Management B.V.
NEW791,167—+791,167——$68.2M—2026-10-30
Nicholas Company, Inc.
DECREASED785,718786,118-4000%$63.9M$67.6M+$3.7M2026-11-05
Allworth Financial LP
INCREASED769,702732,270+37,432+5%$59.5M$62.6M+$3.0M2026-11-06
Savant Capital, LLC
INCREASED767,706622,711+144,995+23%$51.0M$66.1M+$15.1M2026-11-06
Candriam S.C.A.
DECREASED760,448793,391-32,943-4%$64.4M$65.7M+$1.3M2026-11-03
HB Wealth Management, LLC
INCREASED744,990691,443+53,547+8%$56.2M$64.1M+$7.9M2026-10-23
Vest Financial, LLC
DECREASED733,463788,123-54,660-7%$64.1M$63.1M-$914.3K2026-10-21
Neos Investment Management LLC
INCREASED728,067633,541+94,526+15%$51.5M$62.7M+$11.2M2026-11-04
TD Waterhouse Canada Inc.
INCREASED696,955401,195+295,760+74%$32.6M$60.1M+$27.4M2026-10-16
Rakuten Investment Management, Inc.
INCREASED695,028633,433+61,595+10%$52.4M$60.4M+$8.0M2026-10-30
Crossmark Global Holdings, Inc.
INCREASED681,609672,317+9,292+1%$54.6M$58.7M+$4.0M2026-10-21
Amalgamated Bank
DECREASED672,258689,923-17,665-3%$56.1M$57.9M+$1.8M2026-10-23
Diversified Trust Co
DECREASED670,293679,763-9,470-1%$55.2M$57.7M+$2.5M2026-11-06
Factory Mutual Insurance Co
DECREASED645,950721,350-75,400-10%$58.6M$55.6M-$3.0M2026-10-30
Vaughan David Investments LLC
INCREASED642,643640,289+2,354+0%$52.0M$55.3M+$3.3M2026-11-05
MW Advisory, LLC
DECREASED600,290765,193-164,903-22%$62.2M$51.7M-$10.5M2026-10-19
Cullen T Bankers, Inc.
DECREASED588,243607,084-18,841-3%$49.3M$50.6M+$1.3M2026-10-28
Miller Howard Investments Inc
DECREASED585,636593,133-7,497-1%$48.2M$50.4M+$2.2M2026-10-26
New York Life Investment Management LLC
INCREASED577,035539,413+37,622+7%$43.8M$49.7M+$5.8M2026-11-04
Kornitzer Capital Management Inc
DECREASED564,275571,652-7,377-1%$46.5M$48.6M+$2.1M2026-11-03
Thrivent Financial for Lutherans
DECREASED555,904830,853-274,949-33%$67.5M$47.9M-$19.7M2026-11-05
Avanza Fonder AB
INCREASED543,525487,524+56,001+11%$39.6M$46.8M+$7.2M2026-10-13
ASR Vermogensbeheer N.V.
INCREASED521,128501,009+20,119+4%$40.7M$44.9M+$4.1M2026-10-16
Gradient Investments LLC
DECREASED518,454563,140-44,686-8%$45.8M$44.6M-$1.1M2026-10-08
Capital Investment Advisors, LLC
DECREASED509,269528,311-19,042-4%$42.9M$43.8M+$902.0K2026-10-22
Flossbach VON Storch SE
DECREASED491,264498,232-6,968-1%$40.5M$42.3M+$1.8M2026-10-28
Citizens Financial Group Inc
DECREASED482,184484,121-1,9370%$39.6M$41.7M+$2.2M2026-10-23
Oregon Public Employees Retirement Fund
DECREASED476,064476,094-300%$38.7M$41.0M+$2.3M2026-10-30
GF Fund Management Co. Ltd.
NEW470,125—+470,125——$40.5M—2026-10-26
Conning Inc.
DECREASED460,737483,270-22,533-5%$39.3M$39.7M+$384.9K2026-10-27
Capital City Trust Co
INCREASED458,794458,463+331+0%$37.3M$39.5M+$2.2M2026-10-22
PFW Advisors LLC
DECREASED452,369452,660-2910%$36.8M$38.9M+$2.2M2026-10-07
Glenview Trust Co
DECREASED451,271458,963-7,692-2%$37.3M$38.8M+$1.5M2026-10-28
Concurrent Investment Advisors, LLC
INCREASED450,075420,729+29,346+7%$34.2M$38.7M+$4.5M2026-10-16
Mcdaniel Terry & Co
DECREASED439,198440,494-1,2960%$35.8M$37.8M+$2.0M2026-11-05
Exchange Traded Concepts, LLC
INCREASED436,302325,824+110,478+34%$26.5M$37.6M+$11.1M2026-10-28
Bokf, NA
DECREASED424,639445,972-21,333-5%$36.2M$36.6M+$308.8K2026-10-27
Nichols & Pratt Advisers LLP
DECREASED422,530427,580-5,050-1%$34.7M$36.4M+$1.6M2026-10-13
Assetmark, Inc
INCREASED419,995411,865+8,130+2%$33.5M$36.2M+$2.7M2026-10-21
Howard Capital Management Group, LLC
INCREASED415,785414,544+1,241+0%$33.7M$35.8M+$2.1M2026-10-16
AIA Group Ltd
DECREASED413,688413,791-1030%$33.6M$35.6M+$2.0M2026-10-30
Kepler Cheuvreux (Suisse) SA
INCREASED412,392383,217+29,175+8%$31.1M$35.5M+$4.4M2026-10-20
Nippon Life Global Investors Americas, Inc.
INCREASED410,380178,280+232,100+130%$14.5M$35.5M+$21.0M2026-10-29
Corda Investment Management, Llc.
DECREASED402,943409,756-6,813-2%$33.3M$34.7M+$1.4M2026-10-22
Lido Advisors, LLC
DECREASED396,239410,679-14,440-4%$33.6M$34.1M+$548.6K2026-11-04
Mutual of America Capital Management LLC
DECREASED395,663398,574-2,911-1%$32.4M$34.1M+$1.7M2026-10-23
Yousif Capital Management, LLC
DECREASED395,403395,713-3100%$32.2M$34.0M+$1.9M2026-10-22
Illinois Municipal Retirement Fund
INCREASED391,754356,133+35,621+10%$28.9M$33.7M+$4.8M2026-11-05
Park National Corp
DECREASED387,857458,906-71,049-15%$37.3M$33.4M-$3.9M2026-10-05
State of Alaska, Department of Revenue
DECREASED387,470400,074-12,604-3%$32.5M$33.4M+$840.0K2026-10-15
Covea Finance
DECREASED379,580432,380-52,800-12%$35.1M$32.7M-$2.5M2026-10-21
Braun Stacey Associates Inc
INCREASED374,537371,977+2,560+1%$30.2M$32.2M+$2.0M2026-10-19
Merit Financial Group, LLC
INCREASED367,213353,665+13,548+4%$28.7M$31.6M+$2.9M2026-11-06
Cidel Asset Management Inc
DECREASED357,199361,934-4,735-1%$29.4M$30.7M+$1.3M2026-10-29
Davenport & Co LLC
DECREASED352,011355,412-3,401-1%$28.9M$30.3M+$1.4M2026-10-14
Signaturefd, LLC
INCREASED343,946334,283+9,663+3%$27.2M$29.6M+$2.4M2026-10-23
Allen Investment Management, LLC
INCREASED341,016237,244+103,772+44%$19.3M$29.4M+$10.1M2026-11-03
Montag A & Associates Inc
INCREASED340,448321,772+18,676+6%$26.3M$29.5M+$3.2M2026-10-29
Atria Investments, Inc
INCREASED336,078295,654+40,424+14%$24.0M$28.9M+$4.9M2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED334,121333,789+332+0%$27.3M$28.9M+$1.6M2026-10-22
Henshaw Capital LLC
UNCHANGED332,797332,79700%$27.0M$28.6M+$1.6M2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED332,640321,668+10,972+3%$26.3M$28.8M+$2.5M2026-11-05
Godsey & Gibb, Inc
DECREASED332,456339,869-7,413-2%$27.6M$28.6M+$996.7K2026-10-14
Virginia Retirement Systems ET Al
INCREASED331,888252,628+79,260+31%$20.5M$28.6M+$8.0M2026-10-28
Wesbanco Bank Inc
DECREASED321,811420,482-98,671-23%$34.2M$27.7M-$6.5M2026-11-04
Midwest Trust Co
INCREASED319,866314,768+5,098+2%$25.6M$27.5M+$2.0M2026-10-22
AGF Management LTD
INCREASED319,669306,130+13,539+4%$24.9M$27.5M+$2.6M2026-11-03
Sheets Smith Wealth Management
INCREASED317,792317,791+10%$25.8M$27.4M+$1.5M2026-10-16
Stack Financial Management, Inc
DECREASED317,228320,898-3,670-1%$26.1M$27.3M+$1.2M2026-11-02
iA Global Asset Management Inc.
DECREASED313,711438,806-125,095-29%$35.7M$27.0M-$8.7M2026-10-29
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED308,500308,50000%$25.1M$26.6M+$1.5M2026-10-28
GW Henssler & Associates LTD
DECREASED305,045310,925-5,880-2%$25.3M$26.3M+$989.4K2026-10-26
Gulf International Bank (UK) Ltd
UNCHANGED299,206299,20600%$24.3M$25.8M+$1.4M2026-10-20
Generali Asset Management SPA SGR
INCREASED292,131282,947+9,184+3%$23.0M$25.1M+$2.2M2026-10-26
Empire Life Investments Inc.
DECREASED290,043293,110-3,067-1%$23.8M$25.0M+$1.1M2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED285,813269,431+16,382+6%$21.9M$24.6M+$2.7M2026-10-21
SBI Securities Co., Ltd.
INCREASED284,080244,070+40,010+16%$19.8M$24.5M+$4.6M2026-10-22
Arbejdsmarkedets Tillaegspension
DECREASED283,200351,100-67,900-19%$28.5M$24.4M-$4.2M2026-10-30
Welch Group, LLC
INCREASED283,086279,984+3,102+1%$22.8M$24.4M+$1.6M2026-10-29
Border to Coast Pensions Partnership Ltd
INCREASED281,617253,523+28,094+11%$25.5K$28.7K+$3.3K2026-10-09
Lmcg Investments, LLC
DECREASED281,307292,542-11,235-4%$23.8M$24.2M+$440.0K2026-10-21
D.A. Davidson & Co.
DECREASED278,969280,100-1,1310%$22.8M$24.0M+$1.2M2026-10-28
LBP AM SA
INCREASED278,110186,383+91,727+49%$15.1M$23.9M+$8.8M2026-11-06
Welch & Forbes LLC
INCREASED270,695270,059+636+0%$21.9M$23.3M+$1.4M2026-11-04
Choreo, LLC
INCREASED268,303249,593+18,710+8%$20.4M$23.2M+$2.8M2026-10-28
Meyer Handelman Co
INCREASED268,248268,048+200+0%$21.8M$23.1M+$1.3M2026-10-28
UMB Bank, n.a.
DECREASED267,843274,289-6,446-2%$22.3M$23.1M+$764.5K2026-11-06
Chesley Taft & Associates LLC
DECREASED264,146267,641-3,495-1%$21.8M$22.7M+$986.5K2026-10-13
Sapient Capital LLC
DECREASED263,037264,369-1,3320%$21.6M$22.8M+$1.2M2026-10-08
Associated Banc-Corp
DECREASED259,396261,839-2,443-1%$21.3M$22.3M+$1.0M2026-10-30
First Citizens Bank & Trust Co
INCREASED257,335251,955+5,380+2%$20.5M$22.2M+$1.7M2026-10-14
First Horizon Corp
DECREASED257,195257,668-4730%$20.9M$22.1M+$1.2M2026-10-26
Alps Advisors Inc
INCREASED254,386239,530+14,856+6%$19.5M$21.9M+$2.4M2026-11-03
Forbes J M & Co LLP
INCREASED251,209249,886+1,323+1%$20.3M$21.6M+$1.3M2026-10-16
Heritage Investors Management Corp
DECREASED244,767252,483-7,716-3%$20.5M$21.1M+$551.0K2026-10-29
Vise Technologies, Inc.
INCREASED244,640188,098+56,542+30%$15.3M$21.1M+$5.8M2026-10-29
Artemis Investment Management LLP
DECREASED244,139244,464-3250%$19.9M$21.0M+$1.1M2026-10-08
Moody Lynn Lieberson & Walker, LLC
INCREASED243,037242,903+134+0%$19.7M$20.9M+$1.2M2026-10-14
Castle Rock Wealth Management, LLC
DECREASED242,821243,800-9790%$19.8M$20.9M+$1.1M2026-10-09
Daymark Wealth Partners, LLC
INCREASED241,767218,199+23,568+11%$17.7M$20.8M+$3.1M2026-11-04
Banque Pictet & CIE SA
INCREASED239,687214,963+24,724+12%$17.5M$20.6M+$3.2M2026-10-16
Maryland State Retirement & Pension System
INCREASED238,610209,527+29,083+14%$17.0M$20.5M+$3.5M2026-11-05
Asset Advisors Investment Management, LLC
DECREASED236,010236,458-4480%$19.2M$20.3M+$1.1M2026-10-19
Kestra Private Wealth Services, LLC
DECREASED234,068238,392-4,324-2%$19.4M$20.1M+$774.5K2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED233,414170,228+63,186+37%$13.8M$20.1M+$6.3M2026-10-26
TrinityBridge Ltd
DECREASED229,556235,742-6,186-3%$19.2M$19.8M+$608.0K2026-10-30
Turtle Creek Wealth Advisors, LLC
INCREASED228,439219,390+9,049+4%$17.8M$19.7M+$1.8M2026-10-15
Levin Capital Strategies, L.P.
INCREASED225,073221,499+3,574+2%$18.0M$19.4M+$1.4M2026-11-02
Knights of Columbus Asset Advisors LLC
INCREASED224,699162,150+62,549+39%$13.2M$19.3M+$6.2M2026-11-05
Carnegie Investment Counsel
DECREASED216,324217,150-8260%$17.6M$18.6M+$973.4K2026-10-20
Greatmark Investment Partners, Inc.
DECREASED210,905210,946-410%$17.1M$18.2M+$1.0M2026-10-28
Hartford Investment Management Co
DECREASED207,401214,404-7,003-3%$17.4M$17.9M+$428.5K2026-11-04
Quintet Private Bank (Europe) S.A.
INCREASED205,229116,473+88,756+76%$9.5M$17.7M+$8.2M2026-10-08
Eastern Bank
INCREASED202,074196,204+5,870+3%$15.9M$17.4M+$1.4M2026-10-05
Clearstead Advisors, LLC
INCREASED199,366197,772+1,594+1%$16.1M$17.2M+$1.1M2026-11-06
Waters Parkerson & Co., LLC
DECREASED197,403199,178-1,775-1%$16.2M$17.0M+$805.3K2026-11-04
Farther Finance Advisors, LLC
INCREASED197,252161,185+36,067+22%$13.1M$17.0M+$3.9M2026-10-08
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED193,523183,144+10,379+6%$14.9M$16.7M+$1.8M2026-11-06
New Mexico Educational Retirement Board
UNCHANGED192,620192,62000%$15.7M$16.6M+$927.0K2026-11-05
Louisiana State Employees Retirement System
DECREASED190,400197,900-7,500-4%$16.1M$16.4M+$306.3K2026-10-20
Nicholas Hoffman & Company, Llc.
INCREASED188,929187,146+1,783+1%$15.2M$16.3M+$1.1M2026-10-30
Mesirow Financial Investment Management, Inc.
DECREASED188,274189,063-7890%$15.4M$16.2M+$841.4K2026-11-05
Kanawha Capital Management LLC
INCREASED183,812182,330+1,482+1%$14.8M$15.8M+$1.0M2026-10-19
CapWealth Advisors, LLC
DECREASED181,278182,883-1,605-1%$14.9M$15.6M+$741.5K2026-10-05
Patten Group, Inc.
INCREASED180,315179,287+1,028+1%$14.6M$15.5M+$950.9K2026-10-26
Diversify Advisory Services, LLC
INCREASED179,816164,600+15,216+9%$13.8M$16.5M+$2.7M2026-10-20
Diversify Wealth Management, LLC
INCREASED179,816164,600+15,216+9%$13.8M$16.5M+$2.7M2026-10-20
SteelPeak Wealth, LLC
INCREASED177,528143,425+34,103+24%$11.7M$15.4M+$3.7M2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED176,856183,348-6,492-4%$14.9M$15.2M+$323.1K2026-10-08
Cornerstone Advisors, LLC
NEW175,944—+175,944——$15.1M—2026-11-06
Buck Wealth Strategies, LLC
DECREASED175,250178,406-3,156-2%$14.5M$15.1M+$586.5K2026-10-28
Pinnacle Associates LTD
DECREASED174,342175,399-1,057-1%$14.3M$15.0M+$752.7K2026-10-20
Modera Wealth Management, LLC
DECREASED173,152176,563-3,411-2%$14.3M$14.9M+$555.6K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED172,312170,249+2,063+1%$13.8M$14.8M+$996.5K2026-11-05
Avantax Planning Partners, Inc.
DECREASED171,901171,923-220%$14.0M$14.8M+$825.1K2026-11-03
Premier Fund Managers Ltd
DECREASED171,635221,818-50,183-23%$18.3K$14.9M+$14.9M2026-11-02
Nixon Peabody Trust Co
DECREASED171,314171,332-180%$13.9M$14.7M+$822.6K2026-10-23
Patten & Patten Inc
DECREASED168,575170,785-2,210-1%$13.9M$14.5M+$631.2K2026-10-26
First Fiduciary Investment Counsel, Inc.
DECREASED167,958179,378-11,420-6%$14.6M$14.5M-$120.0K2026-10-27
Soltis Investment Advisors LLC
INCREASED167,813128,935+38,878+30%$10.5M$14.4M+$4.0M2026-10-28
Marble Harbor Investment Counsel, LLC
DECREASED167,630171,825-4,195-2%$14.0M$14.4M+$465.4K2026-11-06
Wendell David Associates Inc
DECREASED167,492168,150-6580%$13.7M$14.4M+$752.0K2026-10-27
Beese Fulmer Investment Management, Inc.
INCREASED167,344166,416+928+1%$13.6M$14.5M+$880.0K2026-10-23
Oppenheimer & Co Inc
INCREASED164,919129,228+35,691+28%$10.5M$14.2M+$3.7M2026-10-26
Northside Capital Management, LLC
DECREASED163,397169,555-6,158-4%$13.8M$14.1M+$285.5K2026-10-13
CX Institutional
INCREASED163,24832,502+130,746+402%$2.6M$14.1K-$2.6M2026-10-02
Equitable Trust Co
DECREASED160,786162,777-1,991-1%$13.2M$13.8M+$611.6K2026-10-13
Seven Hills Financial, LLC
NEW159,806—+159,806——$13.8M—2026-10-13
Adell Harriman & Carpenter Inc
INCREASED158,400150,744+7,656+5%$12.3M$13.6M+$1.4M2026-11-02
Bailard, Inc.
INCREASED156,250155,251+999+1%$12.6M$13.5M+$832.8K2026-10-13
Richard C. Young & Co., Ltd.
DECREASED153,463156,250-2,787-2%$12.7M$13.2M+$511.6K2026-11-04
KMG Fiduciary Partners, LLC
DECREASED153,020158,556-5,536-3%$12.9M$13.2M+$286.1K2026-10-14
Apollon Wealth Management, LLC
INCREASED152,640146,133+6,507+4%$11.9M$13.1M+$1.3M2026-10-23
Crestwood Advisors Group, LLC
INCREASED151,993142,872+9,121+6%$11.6M$13.1M+$1.5M2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED151,684153,950-2,266-1%$12.5M$13.1M+$545.5K2026-11-04
Prospera Financial Services Inc
INCREASED150,13993,101+57,038+61%$7.6M$14.1M+$6.6M2026-11-04
American Assets Investment Management, LLC
UNCHANGED150,060150,06000%$12.2M$12.9M+$721.8K2026-10-30
Tectonic Advisors LLC
INCREASED149,869146,682+3,187+2%$11.9M$12.9M+$979.9K2026-10-22
Sky Investment Group LLC
INCREASED149,591137,909+11,682+8%$11.2M$12.9M+$1.7M2026-10-30
Americana Partners, LLC
INCREASED149,458147,678+1,780+1%$12.0M$12.9M+$863.6K2026-10-28
Gateway Investment Advisers LLC
INCREASED147,927145,785+2,142+1%$11.8M$12.7M+$885.6K2026-10-13
Gamma Investing LLC
INCREASED146,525131,706+14,819+11%$10.7M$12.6M+$1.9M2026-10-08
Money Concepts Capital Corp
INCREASED146,239139,129+7,110+5%$11.3M$12.6M+$1.3M2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED145,562144,421+1,141+1%$11.7M$12.5M+$792.9K2026-10-26
Plato Investment Management Ltd
INCREASED144,691140,677+4,014+3%$11.4M$12.5M+$1.1M2026-11-05
Adams Diversified Equity Fund, Inc.
UNCHANGED144,000144,00000%$11.7M$12.4M+$692.6K2026-10-21
First National Trust Co
DECREASED143,848148,194-4,346-3%$12.0M$12.4M+$338.7K2026-10-28
Meadow Creek Wealth Advisors LLC
INCREASED143,443143,053+390+0%$11.6M$12.3M+$721.7K2026-11-02
Jamison Private Wealth Management, Inc.
INCREASED142,387139,336+3,051+2%$11.3M$12.3M+$932.8K2026-10-14
Prime Capital Investment Advisors, LLC
INCREASED142,165136,861+5,304+4%$11.1M$12.2M+$1.1M2026-10-20
Constitution Capital LLC
INCREASED142,16166,181+75,980+115%$5.4M$12.2M+$6.9M2026-10-23
Ethic Inc.
INCREASED141,221132,230+8,991+7%$10.7M$12.2M+$1.4M2026-11-03
Sowell Financial Services LLC
DECREASED141,017143,510-2,493-2%$11.7M$12.1M+$475.7K2026-10-23
Central Trust Co
DECREASED140,870144,539-3,669-3%$11.7M$12.1M+$379.4K2026-11-05
Fideuram Asset Management (Ireland) dac
DECREASED140,829234,667-93,838-40%$18.6M$12.1M-$6.5M2026-10-29
Regent Peak Wealth Advisors LLC
INCREASED140,779140,275+504+0%$3.4M$3.6M+$237.1K2026-10-13
Cornerstone Wealth Management, LLC
DECREASED140,213140,475-2620%$11.4M$12.1M+$653.0K2026-11-04
Patton Albertson Miller Group, LLC
INCREASED138,518121,351+17,167+14%$9.9M$11.9M+$2.1M2026-10-26
Intact Investment Management Inc.
DECREASED138,400148,100-9,700-7%$12.0M$11.9M-$122.6K2026-11-03
Quadrant Capital Group LLC
DECREASED137,487138,553-1,066-1%$11.3M$12.4M+$1.1M2026-10-20
Rockland Trust Co
DECREASED136,540138,535-1,995-1%$11.3M$11.8M+$494.6K2026-10-05
Griffin Asset Management, Inc.
DECREASED136,457138,237-1,780-1%$11.2M$11.7M+$511.7K2026-10-22
Lockheed Martin Investment Management Co
DECREASED136,440313,465-177,025-56%$25.5M$11.7M-$13.7M2026-11-04
Florida Trust Wealth Management Co
INCREASED135,150129,040+6,110+5%$10.5M$11.6M+$1.1M2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED135,055175,946-40,891-23%$14.3M$11.6M-$2.7M2026-10-23
Viking Fund Management LLC
UNCHANGED135,000135,00000%$11.0M$11.6M+$649.4K2026-10-14
Hennessy Advisors Inc
DECREASED134,150138,150-4,000-3%$11.2M$11.5M+$320.2K2026-10-28
Raiffeisen Bank International AG
DECREASED133,940141,828-7,888-6%$11.7M$11.6M-$90.8K2026-10-28
Ramsay, Stattman, Vela & Price, Inc.
DECREASED133,607136,116-2,509-2%$11.1M$11.5M+$438.7K2026-10-19
Weatherly Asset Management L. P.
INCREASED131,510126,755+4,755+4%$10.4M$11.4M+$1.0M2026-10-20
AMG National Trust Bank
INCREASED131,116130,343+773+1%$10.6M$11.3M+$693.5K2026-11-05
Enclave Advisors LLC
INCREASED130,726130,435+291+0%$10.6M$11.3M+$652.4K2026-10-14
Meiji Yasuda America Inc
INCREASED129,899102,292+27,607+27%$8.3M$11.2M+$2.9M2026-10-22
Park Avenue Securities LLC
INCREASED128,911113,450+15,461+14%$9.2M$11.1M+$1.9M2026-10-26
Guyasuta Investment Advisors Inc
DECREASED128,642130,158-1,516-1%$10.6M$11.1M+$495.6K2026-10-15
HS Management Partners, LLC
DECREASED127,263162,277-35,014-22%$13.2M$11.0M-$2.2M2026-11-05
West Paces Advisors Inc.
DECREASED127,145131,783-4,638-4%$10.7M$10.9M+$234.6K2026-10-13
Founders Capital Management, LLC
DECREASED126,563128,040-1,477-1%$10.4M$10.9M+$488.7K2026-10-23
Ritholtz Wealth Management
INCREASED126,196117,049+9,147+8%$9.5M$10.9M+$1.4M2026-11-05
Simplicity Wealth,LLC
INCREASED125,84984,473+41,376+49%$6.9M$10.8M+$4.0M2026-10-23
Woodmont Investment Counsel LLC
INCREASED123,484121,763+1,721+1%$9.9M$10.6M+$733.8K2026-10-29
Aware Super Pty Ltd as trustee of Aware Super
INCREASED123,30934,333+88,976+259%$2.8M$10.6M+$7.8M2026-10-30
Baskin Financial Services Inc.
INCREASED123,061111,297+11,764+11%$9.0M$10.6M+$1.5M2026-10-19
Armstrong Henry H Associates Inc
DECREASED122,971127,722-4,751-4%$10.4M$10.6M+$205.4K2026-10-07
Clifford Swan Investment Counsel LLC
INCREASED122,914122,380+534+0%$9.9M$10.6M+$634.6K2026-11-05
Perigon Wealth Management, LLC
DECREASED122,691137,768-15,077-11%$11.2M$10.6M-$635.1K2026-10-22
waypoint wealth counsel
INCREASED121,830121,662+168+0%$9.9M$10.5M+$599.7K2026-10-22
Eagle Global Advisors LLC
DECREASED119,375120,674-1,299-1%$9.8M$10.3M+$468.6K2026-11-02
North Dakota State Investment Board
INCREASED119,043115,638+3,405+3%$9.4M$10.2M+$849.3K2026-10-27
Parcion Private Wealth LLC
DECREASED118,363118,583-2200%$9.6M$10.2M+$551.5K2026-10-28
Masterinvest Kapitalanlage GmbH
DECREASED117,050118,512-1,462-1%$9.6M$10.1M+$444.2K2026-11-03
Stablepoint Partners, LLC
DECREASED116,681121,836-5,155-4%$9.9M$10.0M+$142.3K2026-11-03
Capital Investment Counsel, Inc
DECREASED115,876117,990-2,114-2%$9.6M$10.0M+$385.5K2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED115,151121,939-6,788-6%$9.9M$9.9M+$2.2K2026-10-16
Farmers & Merchants Investments Inc
DECREASED115,036115,698-662-1%$9.4M$9.9M+$499.5K2026-10-22
City Holding Co
INCREASED114,177106,633+7,544+7%$8.7M$9.8M+$1.2M2026-10-19
Wedbush Securities Inc
DECREASED114,074115,831-1,757-2%$9.4M$9.8M+$405.0K2026-10-22
Brookstone Capital Management
INCREASED113,34091,963+21,377+23%$7.5M$9.8M+$2.3M2026-10-22
Stokes Capital Advisors, LLC
DECREASED112,782113,378-596-1%$9.2M$9.7M+$494.0K2026-10-09
Fifth Third Wealth Advisors LLC
DECREASED112,337112,639-3020%$9.2M$9.7M+$515.8K2026-10-22
Level Four Advisory Services, LLC
DECREASED112,014132,773-20,759-16%$10.8M$9.6M-$1.1M2026-11-06
Stackstone Wealth, LLC
NEW111,434—+111,434——$9.6M—2026-10-19
Principle Wealth Partners LLC
INCREASED110,191109,604+587+1%$8.9M$9.5M+$577.7K2026-11-02
RFG - Bristol Wealth Advisors, LLC
INCREASED109,425105,867+3,558+3%$8.6M$9.4M+$815.5K2026-10-09
Stolper Co
INCREASED109,365108,584+781+1%$8.8M$9.4M+$589.0K2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED109,166109,910-744-1%$8.9M$9.4M+$464.6K2026-10-23
Commerce Advisors, LLC
INCREASED107,040107,010+30+0%$8.7M$9.2M+$517.3K2026-10-19
Addenda Capital Inc.
UNCHANGED106,400106,40000%$8.7M$9.2M+$511.8K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED105,992106,653-661-1%$8.7M$9.1M+$456.1K2026-10-05
Salem Investment Counselors Inc
DECREASED105,980105,989-90%$8.7M$9.2M+$508.8K2026-10-13
E. Ohman J:or Asset Management AB
DECREASED105,385149,265-43,880-29%$12.1M$9.1M-$3.1M2026-10-22
Praxis Investment Management Inc
UNCHANGED105,220105,22000%$8.6M$9.1M+$506.0K2026-11-03
Montecito Bank & Trust
DECREASED104,918105,390-4720%$8.6M$9.0M+$466.3K2026-10-01
MGO One Seven LLC
DECREASED104,452109,219-4,767-4%$8.9M$9.0M+$115.0K2026-10-28
Venture Visionary Partners LLC
INCREASED102,388102,305+83+0%$8.3M$8.8M+$499.2K2026-10-07
Parallel Advisors, LLC
INCREASED102,033100,674+1,359+1%$8.2M$8.8M+$601.3K2026-11-03
Bull Street Advisors, LLC
INCREASED101,866101,721+145+0%$8.3M$8.8M+$501.0K2026-10-20
Globalt Investments LLC / GA
DECREASED101,815105,628-3,813-4%$8.6M$8.8M+$179.9K2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED101,08895,339+5,749+6%$7.7M$8.7M+$953.5K2026-11-03
Coston, McIsaac & Partners
DECREASED100,671101,599-928-1%$8.3M$8.7M+$409.8K2026-11-06
Securian Asset Management, Inc
DECREASED100,585102,897-2,312-2%$8.4M$8.7M+$266.1K2026-11-06
Trust Co of Toledo NA
DECREASED99,785102,612-2,827-3%$8.3M$8.6M+$250.2K2026-10-16
Greenleaf Trust
INCREASED99,75098,434+1,316+1%$8.0M$8.6M+$586.7K2026-10-29
BCM Advisors, LLC
DECREASED99,41599,785-3700%$8.2M$9.4M+$1.1M2026-11-03
Toth Financial Advisory Corp
DECREASED99,167100,394-1,227-1%$8.2M$8.5M+$377.3K2026-10-08
Allen Operations LLC
UNCHANGED99,05499,05400%$8.1M$8.5M+$476.4K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED98,72597,159+1,566+2%$7.9M$8.5M+$601.7K2026-10-13
Foster Victor Wealth Advisors, LLC
DECREASED98,697101,802-3,105-3%$8.5M$9.2M+$762.6K2026-10-21
Visionary Wealth Advisors
DECREASED98,441100,644-2,203-2%$8.2M$8.5M+$294.4K2026-11-04
Hamel Associates, Inc.
INCREASED97,43197,406+25+0%$7.9M$8.4M+$483.4K2026-11-06
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED96,30596,30500%$7.8M$7.8M$02026-10-15
Financial & Tax Architects, LLC
DECREASED96,07898,828-2,750-3%$8.0M$8.3M+$238.6K2026-10-15
Lynch & Associates
DECREASED95,29195,716-4250%$7.8M$8.2M+$423.8K2026-10-13
Tctc Holdings, LLC
INCREASED94,31894,173+145+0%$7.7M$8.1M+$465.5K2026-11-02
Foyston, Gordon & Payne Inc
UNCHANGED93,72093,72000%$7.6M$8.1M+$450.8K2026-11-02
Williams Jones Wealth Management, Llc.
DECREASED93,64694,383-737-1%$7.7M$8.1M+$390.5K2026-11-05
United Bank
INCREASED93,19192,618+573+1%$7.5M$8.0M+$494.8K2026-11-06
Smith Salley Wealth Management
INCREASED92,97091,728+1,242+1%$7.5M$8.0M+$548.0K2026-11-03
Everett Harris & Co
DECREASED92,53593,744-1,209-1%$7.6M$8.0M+$346.9K2026-10-28
Sentinel Trust Co LBA
INCREASED92,30685,606+6,700+8%$7.0M$7.9M+$989.0K2026-11-03
Ascent Group, LLC
INCREASED92,25188,228+4,023+5%$7.2M$7.9M+$770.7K2026-10-30
Moors & Cabot, Inc.
INCREASED92,16391,775+388+0%$7.5M$7.9M+$474.9K2026-11-06
Chemung Canal Trust Co
INCREASED91,41991,166+253+0%$7.4M$7.9M+$460.3K2026-11-04
Griffith & Werner, Inc.
INCREASED90,85187,195+3,656+4%$7.1M$7.8M+$734.4K2026-11-04
IFP Advisors, Inc
INCREASED90,70970,648+20,061+28%$5.7M$7.8M+$2.1M2026-10-16
Baxter Bros Inc
DECREASED90,30691,308-1,002-1%$7.4M$7.8M+$352.9K2026-11-04
Payden & Rygel
DECREASED90,11090,410-3000%$7.3M$7.8M+$409.0K2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED89,62783,876+5,751+7%$6.8M$7.7M+$898.4K2026-10-23
Birch Hill Investment Advisors LLC
DECREASED89,33990,178-839-1%$7.3M$7.7M+$361.5K2026-10-16
WealthPlan Investment Management, LLC
INCREASED89,11081,499+7,611+9%$6.6M$7.7M+$1.0M2026-10-15
Dana Investment Advisors, Inc.
DECREASED88,85089,349-499-1%$7.3M$7.6M+$386.8K2026-11-06
Laurel Wealth Advisors LLC
DECREASED88,18192,434-4,253-5%$7.5M$7.6M+$78.5K2026-10-27
Citizens National Bank Trust Department
DECREASED88,16588,200-350%$7.2M$7.6M+$421.2K2026-11-04
Community Bank, N.A.
INCREASED87,72786,396+1,331+2%$7.0M$7.6M+$530.2K2026-11-06
Canandaigua National Bank & Trust Co
DECREASED87,63689,582-1,946-2%$7.3M$7.5M+$263.4K2026-10-07
Wespac Advisors SoCal, LLC
DECREASED87,31088,192-882-1%$7.2M$7.5M+$348.3K2026-10-13
GAM Holding AG
DECREASED87,17496,290-9,116-9%$7.8M$7.5M-$321.6K2026-11-03
Cardinal Capital Management
INCREASED87,05783,625+3,432+4%$6.8M$7.5M+$699.5K2026-10-21
Sagespring Wealth Partners, LLC
DECREASED86,83891,373-4,535-5%$7.4M$7.5M+$49.2K2026-10-22
NBT Bank, N.A.
DECREASED86,50387,549-1,046-1%$7.1M$7.4M+$331.1K2026-10-21
Monarch Capital Management Inc
DECREASED86,00389,785-3,782-4%$7.3M$7.4M+$105.4K2026-10-19
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
DECREASED85,64492,369-6,725-7%$7.5M$7.4M-$134.6K2026-10-20
ProVise Management Group, LLC
DECREASED85,53290,824-5,292-6%$7.4M$7.4M-$18.6K2026-11-06
RIA Advisory Group LLC
DECREASED84,634109,372-24,738-23%$8.9M$7.3M-$1.6M2026-10-15
Goelzer Investment Management, Inc.
DECREASED82,98084,750-1,770-2%$6.9M$7.1M+$255.2K2026-10-16
Builder Investment Group Inc
UNCHANGED82,07682,07600%$6.7M$7.1M+$394.8K2026-10-22
Penn Davis Mcfarland Inc
DECREASED82,05282,462-4100%$6.7M$7.1M+$361.3K2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED81,58279,688+1,894+2%$6.5M$7.0M+$546.3K2026-10-13
Synergy Asset Management, LLC
DECREASED81,528134,168-52,640-39%$10.9M$7.0M-$3.9M2026-11-05
Smith & Howard Wealth Management, LLC
INCREASED81,40376,088+5,315+7%$6.2M$7.0M+$823.5K2026-10-27
Wedmont Private Capital
INCREASED80,48469,092+11,392+16%$5.8M$7.1M+$1.3M2026-10-09
Valeo Financial Advisors, LLC
INCREASED79,92277,730+2,192+3%$6.3M$6.9M+$562.5K2026-10-08
Family Legacy, Inc.
DECREASED79,91780,960-1,043-1%$6.6M$6.9M+$299.6K2026-10-13
Tema Etfs LLC
DECREASED79,84683,095-3,249-4%$6.8M$6.9M+$120.0K2026-10-16
Dynamic Advisor Solutions LLC
INCREASED79,51277,661+1,851+2%$6.3M$6.8M+$532.9K2026-10-13
Greenwood Capital Associates LLC
DECREASED79,12481,634-2,510-3%$6.6M$6.8M+$176.6K2026-10-27
RFG Advisory, LLC
INCREASED78,83678,224+612+1%$6.4M$6.8M+$428.9K2026-11-03
Atwater Malick LLC
DECREASED78,70979,539-830-1%$6.5M$6.8M+$311.1K2026-10-15
Mather Group, Llc.
INCREASED78,23175,994+2,237+3%$6.2M$6.7M+$558.1K2026-10-14
NTV Asset Management LLC
INCREASED77,99362,775+15,218+24%$5.1M$6.7M+$1.6M2026-10-23
Chicago Capital, LLC
DECREASED77,79378,249-456-1%$6.4M$6.7M+$337.1K2026-10-13
Howland Capital Management LLC
DECREASED77,55590,764-13,209-15%$7.4M$6.7M-$707.3K2026-10-22
Mission Wealth Management, LP
DECREASED77,39092,075-14,685-16%$7.5M$6.7M-$821.3K2026-10-15
HUB Investment Partners, LLC
DECREASED76,68683,653-6,967-8%$6.8M$6.6M-$197.3K2026-11-03
Sigma Planning Corp
DECREASED76,62377,949-1,326-2%$6.3M$6.6M+$252.3K2026-10-23
Rossmore Private Capital
INCREASED76,02475,502+522+1%$6.2M$6.6M+$408.4K2026-10-27
Bath Savings Trust Co
DECREASED75,22877,383-2,155-3%$6.3M$6.5M+$186.7K2026-10-07
Harvey Investment Co LLC
UNCHANGED74,23874,23800%$6.0M$6.4M+$357.0K2026-10-20
Reik & Co., LLC
DECREASED74,23175,931-1,700-2%$6.2M$6.4M+$218.9K2026-10-27
Lincoln Capital LLC
DECREASED74,10975,968-1,859-2%$6.2M$6.4M+$217.9K2026-10-09
MSH Capital Advisors LLC
INCREASED74,07473,805+269+0%$6.0M$6.4M+$378.1K2026-11-03
First Nebraska Trust Co
DECREASED73,82374,583-760-1%$6.1M$6.4M+$293.3K2026-10-30
Benedict Financial Advisors Inc
DECREASED73,56074,694-1,134-2%$6.1M$6.3M+$261.6K2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED73,46467,333+6,131+9%$5.5M$6.3M+$851.6K2026-10-27
Burke & Herbert Bank & Trust Co
DECREASED72,99273,337-3450%$6.0M$6.3M+$323.1K2026-11-02
Jacobi Capital Management LLC
DECREASED72,91973,177-2580%$5.9M$6.3M+$329.9K2026-11-05
Integrated Advisors Network LLC
DECREASED72,52373,331-808-1%$6.0M$6.2M+$283.2K2026-10-20
S-Bank Fund Management Ltd
DECREASED72,444111,355-38,911-35%$9.0M$6.2M-$2.8M2026-11-06
Altrius Capital Management Inc
INCREASED72,21968,989+3,230+5%$5.6M$6.2M+$609.9K2026-11-05
LEE Danner & Bass Inc
INCREASED72,02171,218+803+1%$5.8M$6.2M+$411.7K2026-10-27
Verum Partners LLC
INCREASED71,96071,664+296+0%$5.8M$6.2M+$370.2K2026-10-21
BIP Wealth, LLC
DECREASED71,66575,420-3,755-5%$6.1M$6.2M+$39.5K2026-10-22
Compound Planning, Inc.
INCREASED71,31569,440+1,875+3%$5.6M$6.1M+$495.4K2026-11-05
Atticus Wealth Management, LLC
INCREASED71,23370,278+955+1%$5.7M$6.1M+$420.3K2026-10-20
V-Square Quantitative Management LLC
INCREASED70,99566,207+4,788+7%$5.4M$6.1M+$730.6K2026-10-15
TSA Wealth Managment LLC
INCREASED70,75870,399+359+1%$5.7M$6.1M+$369.5K2026-10-22
Stonebridge Financial Group, LLC
INCREASED69,59567,922+1,673+2%$5.5M$6.0M+$470.7K2026-10-01
Fort Washington Investment Advisors Inc
DECREASED69,56972,805-3,236-4%$5.9M$6.0M+$71.6K2026-10-15
Columbia Asset Management
DECREASED69,26270,912-1,650-2%$5.8M$6.0M+$199.1K2026-10-19
Greystone Financial Group, LLC
DECREASED68,95369,491-538-1%$5.6M$5.9M+$288.0K2026-10-26
SVB Wealth LLC
DECREASED68,54772,592-4,045-6%$5.9M$5.9M+$1.0K2026-11-06
Third View Private Wealth, LLC
INCREASED67,95765,922+2,035+3%$5.4M$5.8M+$492.3K2026-10-30
Capital Asset Advisory Services LLC
INCREASED67,24458,537+8,707+15%$4.8M$6.4M+$1.7M2026-10-30
HBK Sorce Advisory LLC
DECREASED66,74768,145-1,398-2%$5.9M$6.4M+$472.6K2026-11-06
Sigma Investment Counselors Inc
INCREASED66,67062,864+3,806+6%$5.1M$5.7M+$629.9K2026-10-27
Concord Wealth Partners
DECREASED66,53168,732-2,201-3%$5.6M$5.7M+$141.1K2026-11-02
Pittenger & Anderson Inc
INCREASED66,35565,980+375+1%$5.4M$5.7M+$349.6K2026-11-02
PDS Planning, Inc
DECREASED66,32466,367-430%$5.4M$5.7M+$315.5K2026-11-03
Lexington Hill Partners, LLC
INCREASED66,24966,026+223+0%$5.4M$5.7M+$336.8K2026-10-13
CFC Planning Co LLC
INCREASED66,21559,886+6,329+11%$4.9M$5.7M+$832.9K2026-10-28
Nilsine Partners, LLC
INCREASED65,18562,354+2,831+5%$5.1M$5.6M+$543.6K2026-11-02
Global Wealth Management Investment Advisory, Inc.
DECREASED64,82265,130-3080%$5.3M$5.6M+$286.8K2026-11-04
Trilogy Capital Inc.
INCREASED64,76659,968+4,798+8%$4.9M$5.6M+$701.5K2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED64,72964,72900%$5.3M$5.6M+$311.3K2026-10-22
Csenge Advisory Group
INCREASED64,57662,426+2,150+3%$5.1M$5.6M+$485.3K2026-11-04
DT Investment Partners, LLC
INCREASED63,82963,710+119+0%$5.2M$5.5M+$316.7K2026-10-27
Valley Wealth Managers, Inc.
DECREASED63,72263,858-1360%$5.2M$5.5M+$295.5K2026-10-09
J. Safra Sarasin Holding AG
DECREASED63,60463,680-760%$4.3M$5.1M+$786.3K2026-10-26
Summit Global Investments
INCREASED62,44360,553+1,890+3%$4.9M$5.4M+$454.0K2026-10-28
Frank, Rimerman Advisors LLC
INCREASED61,88861,701+187+0%$5.0M$5.3M+$312.9K2026-10-16
North Star Investment Management Corp.
DECREASED61,88462,364-480-1%$5.1M$5.3M+$258.7K2026-10-27
AlphaCore Capital LLC
INCREASED61,87141,004+20,867+51%$3.3M$5.4M+$2.0M2026-11-04
Kennon-Green & Company, LLC
DECREASED61,60866,009-4,401-7%$5.4M$5.3M-$61.3K2026-10-05
BAR Harbor Wealth Management
INCREASED61,58961,206+383+1%$5.0M$5.3M+$327.4K2026-10-21
Fisher Funds Management LTD
INCREASED61,40018,000+43,400+241%$1.5M$5.3M+$3.8M2026-10-13
Concord Asset Management, LLC
DECREASED61,06061,641-581-1%$5.0M$5.3M+$246.5K2026-11-02
Trust Co of Vermont
INCREASED60,88957,512+3,377+6%$4.7M$5.2M+$567.3K2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
DECREASED60,37960,622-2430%$4.9M$5.2M+$270.7K2026-10-23
Carolina Wealth Advisors, LLC
INCREASED60,34859,823+525+1%$4.9M$5.2M+$332.9K2026-10-23
Signet Investment Advisory Group, Inc.
INCREASED60,17660,008+168+0%$4.9M$5.2M+$303.1K2026-10-30
Physicians Financial Services, Inc.
DECREASED60,00760,500-493-1%$4.9M$5.2M+$248.0K2026-11-04
EPG Wealth Management LLC
INCREASED59,91958,620+1,299+2%$4.8M$5.2M+$393.8K2026-11-03
Tufton Capital Management
DECREASED59,66259,788-1260%$4.9M$5.1M+$276.0K2026-10-20
Princeton Global Asset Management LLC
INCREASED59,47358,963+510+1%$4.8M$5.1M+$327.5K2026-10-21
Axxcess Wealth Management, LLC
DECREASED59,375180,068-120,693-67%$14.6M$5.1M-$9.5M2026-10-21
Norden Group LLC
DECREASED59,01459,392-378-1%$4.8M$5.1M+$253.2K2026-10-20
Burns J W & Co Inc
DECREASED58,75658,869-1130%$4.8M$5.1M+$273.5K2026-10-20
Impact Capital Partners LLC
INCREASED58,53058,296+234+0%$4.7M$5.0M+$300.5K2026-10-22
J.P. Marvel Investment Advisors, LLC
DECREASED58,49558,535-400%$4.8M$5.0M+$278.1K2026-11-02
Evergreen Capital Management LLC
DECREASED58,30558,369-640%$4.8M$5.0M+$276.9K2026-10-23
Parthenon LLC
DECREASED58,17958,529-350-1%$4.8M$5.0M+$251.4K2026-10-22
Larson Financial Group LLC
INCREASED58,07752,606+5,471+10%$4.3M$5.0M+$724.0K2026-11-05
NWF Advisory Services Inc.
DECREASED57,05557,485-430-1%$4.7M$4.9M+$239.4K2026-10-19
WealthBridge Investment Counsel Inc.
DECREASED56,75058,600-1,850-3%$4.8M$4.9M+$123.0K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED56,74688,795-32,049-36%$7.2M$4.9M-$2.3M2026-10-14
First City Capital Management, Inc.
INCREASED56,20256,195+7+0%$4.6M$4.8M+$271.0K2026-10-27
Nicollet Investment Management, Inc.
DECREASED56,09858,380-2,282-4%$4.7M$4.8M+$84.0K2026-10-14
Kerusso Capital Management LLC
INCREASED56,07450,828+5,246+10%$4.1M$4.8M+$696.1K2026-10-27
Chilton Capital Management LLC
DECREASED56,03056,562-532-1%$4.6M$4.8M+$226.3K2026-10-28
Ibex Wealth Advisors
NEW55,684—+55,684——$4.8M—2026-11-06
Schaper Benz & Wise Investment Counsel Inc
DECREASED55,56356,821-1,258-2%$4.6M$4.8M+$165.0K2026-10-09
Elite Wealth Management, Inc.
INCREASED55,48521,411+34,074+159%$1.7M$4.8M+$3.0M2026-11-03
Cypress Capital Group
INCREASED55,23254,679+553+1%$4.4M$4.8M+$310.6K2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED55,18555,18500%$4.5M$4.8M+$265.4K2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED54,84743,896+10,951+25%$3.6M$4.7M+$1.1M2026-10-20
St. Louis Financial Planners Asset Management, LLC
INCREASED54,71154,302+409+1%$4.6M$4.9M+$284.5K2026-10-16
Independent Solutions Wealth Management, LLC
INCREASED54,69453,795+899+2%$4.4M$4.7M+$336.1K2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED54,52952,742+1,787+3%$4.3M$4.7M+$407.5K2026-10-29
Chicago Partners Investment Group LLC
INCREASED54,33945,464+8,875+20%$3.7M$5.0M+$1.3M2026-10-27
Fulton Bank, N.A.
DECREASED54,22354,235-120%$4.4M$4.7M+$259.8K2026-10-14
Shepherd Financial Partners LLC
INCREASED54,16253,373+789+1%$4.3M$4.7M+$324.7K2026-11-03
Moran Wealth Management, LLC
DECREASED54,07854,310-2320%$4.4M$4.7M+$241.3K2026-10-22
Old National Bancorp
DECREASED53,96654,870-904-2%$4.5M$4.6M+$186.1K2026-10-20
Woodley Farra Manion Portfolio Management Inc
DECREASED53,91480,802-26,888-33%$6.6M$4.7M-$1.9M2026-11-05
Caldwell Trust Co
INCREASED53,36353,360+3+0%$4.3M$4.6M+$256.9K2026-10-30
Brighton Jones LLC
INCREASED53,29250,046+3,246+6%$4.1M$4.6M+$520.2K2026-11-03
Thomas Story & SON LLC
DECREASED52,83953,114-275-1%$4.3M$4.5M+$231.8K2026-10-13
Pavion Blue Capital, LLC
DECREASED52,58052,841-2610%$4.3M$4.5M+$231.8K2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED52,49149,921+2,570+5%$4.1M$4.5M+$461.4K2026-10-13
Beacon Financial Group
DECREASED52,45753,301-844-2%$4.3M$4.5M+$183.7K2026-10-19
Highland Capital Management, LLC
DECREASED52,39152,529-1380%$4.3M$4.5M+$240.8K2026-10-26
Philip James Wealth Mangement, LLC
DECREASED52,29252,691-399-1%$4.3M$4.5M+$219.1K2026-10-27
R.H. Dinel Investment Counsel, Inc.
DECREASED52,15054,450-2,300-4%$4.4M$4.5M+$63.9K2026-10-14
Naples Global Advisors, LLC
INCREASED52,07151,775+296+1%$4.2M$4.5M+$274.7K2026-11-05
Cohen Klingenstein LLC
UNCHANGED52,00052,00000%$4.2M$4.5M+$250.1K2026-10-15
Gen-Wealth Partners Inc
DECREASED51,85955,090-3,231-6%$4.5M$4.5M-$13.1K2026-11-04
Chatham Capital Group, Inc.
DECREASED51,64052,952-1,312-2%$4.3M$4.4M+$141.8K2026-10-16
KCM Investment Advisors LLC
DECREASED51,56252,058-496-1%$4.2M$4.4M+$207.7K2026-10-27
Integrity Alliance, Llc.
INCREASED51,38251,167+215+0%$4.2M$4.4M+$264.6K2026-10-29
St. Clair Advisors, LLC
INCREASED51,16650,917+249+0%$4.1M$4.4M+$266.3K2026-10-13
Churchill Financial Advisors, LLC
INCREASED50,95748,957+2,000+4%$4.0M$4.4M+$407.6K2026-10-20
Cornerstone Wealth Group, LLC
INCREASED50,74527,325+23,420+86%$2.2M$4.4M+$2.1M2026-11-02
Aprio Wealth Management, LLC
INCREASED50,65448,361+2,293+5%$3.9M$4.4M+$430.0K2026-10-28
West Branch Capital LLC
INCREASED50,32548,958+1,367+3%$4.0M$4.3M+$353.1K2026-10-20
Argyle Capital Management, LLC
DECREASED50,28050,880-600-1%$4.1M$4.3M+$193.1K2026-10-28
Kavar Capital Partners Group, LLC
INCREASED50,20450,166+38+0%$4.1M$4.3M+$244.6K2026-11-06
Independence Bank of Kentucky
DECREASED50,16854,648-4,480-8%$4.4M$4.3M-$122.8K2026-10-26
Machina Capital S.A.S.
INCREASED49,89716,276+33,621+207%$1.3M$4.3M+$3.0M2026-11-05
Plimoth Trust Co LLC
DECREASED49,59549,840-2450%$4.1M$4.3M+$218.6K2026-10-26
MTM Investment Management, LLC
DECREASED49,57449,648-740%$4.0M$4.3M+$232.5K2026-10-30
Tritonpoint Wealth, LLC
DECREASED49,02449,554-530-1%$4.0M$4.2M+$192.7K2026-10-19
Cordgrass Capital Advisors, LLC
DECREASED48,85349,053-2000%$4.0M$4.2M+$218.7K2026-10-30
Stenger Family Office, LLC
INCREASED48,64442,376+6,268+15%$3.4M$4.4M+$939.4K2026-10-22
Shrier Wealth Management, LLC
INCREASED48,62448,528+96+0%$3.9M$4.2M+$241.6K2026-10-20
Axxion S.A.
INCREASED48,61538,615+10,000+26%$3.1M$4.2M+$1.0M2026-10-22
Mengis Capital Management, Inc.
INCREASED48,49747,583+914+2%$3.9M$4.2M+$307.5K2026-10-13
Cape Investment Advisory, Inc.
DECREASED48,44250,084-1,642-3%$4.1M$4.2M+$99.6K2026-10-13
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED48,37516,954+31,421+185%$1.4M$4.2M+$2.8M2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED48,37238,092+10,280+27%$3.1M$4.2M+$1.1M2026-10-19
Community Trust & Investment Co
DECREASED48,33549,147-812-2%$4.0M$4.2M+$166.5K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED48,26242,824+5,438+13%$3.5M$4.2M+$674.1K2026-10-21
M Holdings Securities, Inc.
NEW48,193—+48,193——$4.5K—2026-11-03
CFS Investment Advisory Services, LLC
INCREASED47,82646,772+1,054+2%$3.9M$4.1M+$185.8K2026-10-19
Leelyn Smith, LLC
DECREASED47,24347,615-372-1%$3.9M$4.1M+$196.9K2026-11-03
Neville Rodie & Shaw Inc
DECREASED47,22547,375-1500%$3.9M$4.1K-$3.8M2026-10-05
Waratah Capital Advisors Ltd.
INCREASED47,16445,765+1,399+3%$3.7M$4.1M+$340.6K2026-11-06
Woodstock Corp
DECREASED46,93346,990-570%$3.8M$4.0M+$221.1K2026-10-13
Asset Dedication, LLC
INCREASED46,93046,188+742+2%$3.8M$4.0M+$286.0K2026-11-03
Bank Pictet & Cie (Europe) AG
INCREASED46,73628,070+18,666+67%$2.3M$4.0M+$1.7M2026-10-20
Oakworth Capital, Inc.
INCREASED46,69646,609+87+0%$3.8M$4.0M+$231.5K2026-10-26
Apella Capital, LLC
INCREASED46,63236,509+10,123+28%$3.1M$4.0M+$933.3K2026-10-08
Jacobs & Co
DECREASED46,35646,778-422-1%$3.8M$4.0M+$189.0K2026-10-09
Investment Advisory Services Inc
DECREASED46,27646,348-720%$3.8M$4.0M+$216.7K2026-10-27
BG Investment Services, LLC
NEW46,243—+46,243——$4.0M—2026-10-23
Lynx Capital Group LTD
DECREASED46,13546,344-2090%$3.8M$4.0M+$204.9K2026-11-04
Cornerstone Planning, LLC
INCREASED46,11745,939+178+0%$3.7M$3.8M+$78.5K2026-10-27
Sicart Associates LLC
DECREASED46,11046,352-242-1%$3.8M$4.3M+$562.7K2026-10-29
Iowa State Bank
INCREASED45,82044,952+868+2%$3.7M$3.9M+$290.9K2026-10-06
Cohen Investment Advisors LLC
DECREASED45,81646,168-352-1%$3.8M$3.9M+$191.8K2026-10-20
China Universal Asset Management Co., Ltd.
INCREASED45,69638,023+7,673+20%$3.1M$4.0M+$878.4K2026-10-28
TCV Trust & Wealth Management, Inc.
DECREASED45,62145,912-291-1%$3.7M$3.9M+$195.8K2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED45,58746,064-477-1%$3.8M$4.3M+$475.5K2026-10-21
Private Management Group Inc
DECREASED45,54646,025-479-1%$3.7M$3.9M+$180.2K2026-11-04
Aaron Wealth Advisors LLC
DECREASED45,45346,145-692-1%$3.8M$3.9M+$162.4K2026-10-13
Meridian Wealth Management, LLC
DECREASED45,38952,757-7,368-14%$4.3M$3.9M-$380.4K2026-11-05
Cherry Creek Investment Advisors, Inc.
INCREASED45,29845,092+206+0%$3.7M$3.9M+$234.6K2026-10-14
CoreCap Advisors, LLC
INCREASED45,22744,614+613+1%$3.6M$3.9M+$267.4K2026-10-08
Verity & Verity, LLC
DECREASED44,86055,765-10,905-20%$4.5M$3.9M-$670.5K2026-10-23
Forvis Mazars Wealth Advisors, LLC
DECREASED44,80245,291-489-1%$3.7M$3.9M+$175.8K2026-10-13
Verdence Capital Advisors LLC
INCREASED44,59237,342+7,250+19%$3.0M$3.8M+$803.7K2026-10-26
Washington Trust Advisors, Inc.
DECREASED44,51645,024-508-1%$3.7M$3.8M+$172.8K2026-10-22
Independent Financial Group, LLC
INCREASED44,43743,070+1,367+3%$3.5M$3.8M+$324.9K2026-10-13
Ledyard National Bank
INCREASED44,40041,700+2,700+6%$3.4M$3.8M+$433.0K2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED44,25844,891-633-1%$3.6M$3.8M+$161.5K2026-10-15
Grandfield & Dodd, LLC
UNCHANGED43,98243,98200%$3.6M$3.8M+$211.6K2026-10-29
Avity Investment Management Inc.
DECREASED43,92844,228-300-1%$3.6M$3.8M+$186.9K2026-10-09
Hanson & Doremus Investment Management
DECREASED43,90244,192-290-1%$3.6M$3.8M+$188.0K2026-10-16
Vertrix Wealth Management, LLC
INCREASED43,90143,858+43+0%$3.6M$3.8M+$214.7K2026-10-13
Bell & Brown Wealth Advisors, LLC
DECREASED43,84646,546-2,700-6%$3.8M$3.8M-$8.5K2026-10-16
Marino, Stram & Associates LLC
DECREASED43,81043,887-770%$3.6M$3.8M+$204.4K2026-10-22
Auto-Owners Insurance Co
UNCHANGED43,70043,70000%$3.6M$3.8M+$210.2K2026-10-15
Koshinski Asset Management, Inc.
INCREASED43,52542,841+684+2%$3.5M$3.7M+$265.0K2026-10-29
Sterling Capital Management LLC
DECREASED43,40889,683-46,275-52%$7.3M$3.7M-$3.6M2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED43,02640,422+2,604+6%$3.3M$3.7M+$418.6K2026-10-08
Royal Fund Management, LLC
DECREASED42,99076,894-33,904-44%$6.2M$3.7M-$2.5M2026-10-22
Moody National Bank Trust Division
INCREASED42,89541,525+1,370+3%$3.4M$3.7M+$317.7K2026-10-06
Radnor Capital Management, LLC
DECREASED42,75442,954-2000%$3.5M$3.7M+$189.4K2026-10-23
Acumen Wealth Advisors, LLC
INCREASED42,71541,126+1,589+4%$3.4M$3.7M+$335.5K2026-11-05
Busey Bank
INCREASED42,49942,478+21+0%$3.5M$3.7M+$206.1K2026-10-26
Bison Wealth, LLC
INCREASED42,19338,394+3,799+10%$3.2M$3.8M+$603.3K2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED42,12044,891-2,771-6%$3.6M$3.6M-$22.6K2026-10-30
Provenance Wealth Advisors, LLC
INCREASED41,8041,134+40,670+3586%$92.2K$3.6M+$3.5M2026-10-30
CFM Wealth Partners LLC
DECREASED41,79842,080-282-1%$3.4M$3.6M+$178.1K2026-11-05
Triglav Investments, D.O.O.
INCREASED41,56340,691+872+2%$3.3M$3.6M+$272.4K2026-11-06
Texas Bank & Trust Co
DECREASED41,42942,170-741-2%$3.4M$3.6M+$139.1K2026-11-04
MFA Wealth Advisors, LLC
DECREASED41,38242,106-724-2%$3.4M$3.6M+$140.2K2026-10-07
Everhart Financial Group, Inc.
INCREASED41,28337,830+3,453+9%$3.1M$3.6M+$479.2K2026-10-08
Secure Asset Management, LLC
INCREASED41,11839,801+1,317+3%$3.2M$3.5M+$304.9K2026-10-19
Whitener Capital Management, Inc.
INCREASED41,07938,844+2,235+6%$3.2M$3.5M+$379.2K2026-10-15
GC Wealth Management RIA, LLC
INCREASED40,97240,198+774+2%$3.3M$3.5M+$260.0K2026-11-02
Fourpath Capital Management, LLC
INCREASED40,93640,886+50+0%$3.3M$3.5M+$201.0K2026-10-19
Gables Capital Management Inc.
DECREASED40,86141,261-400-1%$3.4M$3.5M+$164.0K2026-11-04
Palisade Asset Management, LLC
INCREASED40,75040,749+10%$3.3M$3.5M+$196.1K2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED40,68340,853-1700%$3.3M$3.5M+$181.9K2026-11-03
First Premier Bank
UNCHANGED40,59640,59600%$3.3M$3.5M+$195.0K2026-10-13
Sterling Investment Counsel, LLC
INCREASED40,55339,946+607+2%$3.2M$3.5M+$244.4K2026-10-19
Valmark Advisers, Inc.
INCREASED40,50338,015+2,488+7%$3.1M$3.5M+$397.0K2026-11-06
TBH Global Asset Management, LLC
INCREASED40,46439,778+686+2%$3.2M$3.5M+$250.4K2026-11-03
Clear Trail Advisors, LLC
DECREASED40,42648,924-8,498-17%$4.0M$3.5M-$496.2K2026-10-20
Investors Asset Management of Georgia Inc
INCREASED40,35240,344+8+0%$3.3M$3.5M+$194.7K2026-10-20
First Business Financial Services, Inc.
INCREASED40,33239,772+560+1%$3.2M$3.5M+$239.5K2026-10-29
Armstrong Advisory Group, Inc
DECREASED40,20741,312-1,105-3%$3.4M$3.5M+$103.6K2026-10-09
Chickasaw Capital Management LLC
DECREASED39,99541,002-1,007-2%$3.3M$3.4M+$110.8K2026-10-08
Ipswich Investment Management Co., Inc.
DECREASED39,92340,423-500-1%$3.3M$3.4M+$151.4K2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED39,85822,665+17,193+76%$1.9M$3.5M+$1.6M2026-10-13
Bochk Asset Management Ltd
DECREASED39,80066,000-26,200-40%$5.4M$3.4M-$1.9M2026-10-29
Certuity, LLC
INCREASED39,65727,797+11,860+43%$2.3M$3.4M+$1.2M2026-11-02
Dudley Capital Management, LLC
INCREASED39,42839,427+10%$3.2M$3.4M+$189.8K2026-10-23
TD Private Client Wealth LLC
INCREASED39,41732,297+7,120+22%$2.6M$3.4M+$768.2K2026-10-28
LS Investment Advisors, LLC
INCREASED38,99424,237+14,757+61%$2.0M$3.4M+$1.4M2026-10-13
Citadel Investment Advisory, Inc.
INCREASED38,98338,403+580+2%$3.1M$3.4M+$235.0K2026-10-15
Indivisible Partners
INCREASED38,88218,662+20,220+108%$1.5M$3.3M+$1.8M2026-10-26
Savoir Faire Capital Management, L.P.
DECREASED38,86793,123-54,256-58%$7.6M$3.3M-$4.2M2026-11-03
SS&H Financial Advisors, Inc.
DECREASED38,55639,556-1,000-3%$3.2M$3.3M+$104.0K2026-10-28
Wright Investors Service Inc
DECREASED38,54050,097-11,557-23%$4.1M$3.3M-$753.9K2026-11-02
Waldron Private Wealth LLC
INCREASED38,52738,294+233+1%$3.1M$3.3M+$204.4K2026-11-02
BLB&B Advisors, LLC
DECREASED38,52640,394-1,868-5%$3.3M$3.3M+$33.5K2026-10-27
Arista Wealth Management, LLC
INCREASED38,38338,246+137+0%$3.1M$3.3M+$195.7K2026-10-29
Livforsakringsbolaget Skandia, Omsesidigt
INCREASED38,20721,707+16,500+76%$1.8M$3.3M+$1.5M2026-10-21
Nfsg Corp
INCREASED38,02237,899+123+0%$3.1M$3.3M+$192.9K2026-10-15
Mechanics Bank Trust Department
DECREASED37,82441,237-3,413-8%$3.4M$3.3M-$95.4K2026-10-13
Catherine Avery Investment Management LLC
DECREASED37,81980,871-43,052-53%$6.6M$3.3M-$3.3M2026-10-14
Avestar Capital, LLC
DECREASED37,73537,837-1020%$3.1M$3.3M+$172.8K2026-10-28
Trek Financial, LLC
INCREASED37,4767,423+30,053+405%$603.2K$3.2M+$2.6M2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED37,47332,058+5,415+17%$2.6M$3.2M+$576.1K2026-10-13
Massachusetts Wealth Management
INCREASED37,31336,063+1,250+3%$2.9M$3.2M+$281.1K2026-10-21
Lanark Financial, Inc.
DECREASED36,98237,491-509-1%$3.0M$3.2M+$136.4K2026-10-26
BankPlus Trust Department
INCREASED36,95436,389+565+2%$3.0M$3.2M+$223.7K2026-11-06
Advisor OS, LLC
DECREASED36,82842,559-5,731-13%$3.5M$3.2M-$288.5K2026-11-03
MCF Advisors LLC
INCREASED36,82136,196+625+2%$3.0M$3.2M+$228.7K2026-10-28
Cacti Asset Management LLC
UNCHANGED36,60036,60000%$3.0M$3.2M+$203.9K2026-10-01
Private Trust Co NA
INCREASED36,43736,279+158+0%$2.9M$3.1M+$188.1K2026-10-20
Abacus Planning Group, Inc.
INCREASED36,43233,864+2,568+8%$2.8M$3.1M+$383.9K2026-11-02
Ascentis Independent Advisors
INCREASED36,420322+36,098+11211%$26.2K$3.1M+$3.1M2026-11-03
Cigna Investments Inc
DECREASED36,29336,716-423-1%$3.0M$3.1M+$140.0K2026-10-19
Parkside Financial Bank & Trust
INCREASED36,28835,550+738+2%$2.9M$3.1M+$234.6K2026-10-27
Staley Capital Advisers Inc
INCREASED36,25135,610+641+2%$2.9M$3.1M+$226.5K2026-11-06
Boston Trust Walden Corp
INCREASED36,23236,214+18+0%$2.9M$3.1M+$175.7K2026-10-30
Founders Financial Securities LLC
INCREASED36,21635,016+1,200+3%$2.8M$3.1M+$271.7K2026-10-28
Beacon Financial Advisory LLC
INCREASED35,90426,735+9,169+34%$2.2M$3.1M+$917.8K2026-10-16
JAG Capital Management, LLC
DECREASED35,81636,200-384-1%$2.9M$3.1M+$141.1K2026-11-06
Strengthening Families & Communities, LLC
INCREASED35,61735,595+22+0%$2.9M$3.1M+$173.1K2026-10-21
DecisionMap Wealth Management, LLC
INCREASED35,50735,343+164+0%$2.9M$3.1M+$184.1K2026-10-29
Independent Investors Inc
UNCHANGED35,49635,49600%$2.9M$3.1M+$170.7K2026-10-30
Greenspring Advisors, LLC
INCREASED35,48617,533+17,953+102%$1.4M$3.1M+$1.6M2026-11-05
Inscription Capital, LLC
DECREASED35,38136,180-799-2%$2.9M$3.0M+$105.2K2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED35,22835,286-580%$2.9M$3.0M+$164.7K2026-10-13
Pathway Financial Advisers, LLC
DECREASED35,19738,189-2,992-8%$3.1M$3.0M-$73.8K2026-10-27
Keystone Financial Planning, Inc.
DECREASED35,13735,690-553-2%$2.9M$3.0M+$124.1K2026-10-08
Cypress Capital, LLC
NEW35,092—+35,092——$3.0M—2026-10-20
Northeast Investment Management
DECREASED35,07835,340-262-1%$2.9M$3.0M+$147.4K2026-10-30
Capital Investment Advisory Services, LLC
DECREASED34,99736,663-1,666-5%$3.0M$3.0M+$33.9K2026-10-30
ICW Investment Advisors LLC
DECREASED34,76335,095-332-1%$2.9M$3.0M+$140.3K2026-10-27
Flagship Harbor Advisors, LLC
DECREASED34,56236,584-2,022-6%$3.0M$3.0M+$1.9K2026-10-26
Azzad Asset Management Inc
DECREASED34,54035,930-1,390-4%$2.9M$3.0M+$53.2K2026-11-04
Stillwater Wealth Management Group
INCREASED34,50733,614+893+3%$2.7M$3.0M+$238.6K2026-10-21
LongView Wealth Management
INCREASED34,31834,129+189+1%$2.8M$3.0M+$180.4K2026-10-19
Allen Mooney & Barnes Investment Advisors LLC
INCREASED34,31033,906+404+1%$2.8M$3.0M+$197.8K2026-10-08
Thompson Investment Management, Inc.
DECREASED34,13234,217-850%$2.8M$2.9M+$157.3K2026-10-14
Creative Financial Designs Inc
INCREASED34,00133,982+19+0%$2.8M$2.9M+$165.1K2026-11-04
Northcape Wealth Management, LLC
DECREASED33,97343,486-9,513-22%$3.5M$2.9M-$609.8K2026-11-04
Certified Advisory Corp
INCREASED33,71133,603+108+0%$2.7M$2.9M+$170.9K2026-10-29
Wilkins Investment Counsel Inc
INCREASED33,62329,967+3,656+12%$2.4M$2.9M+$458.9K2026-11-03
LMG Wealth Partners, LLC
INCREASED33,41532,131+1,284+4%$2.6M$2.9M+$265.1K2026-11-05
Confluence Wealth Services, Inc.
DECREASED33,24144,125-10,884-25%$3.6M$2.9M-$724.7K2026-11-05
Portfolio Design Labs, LLC
INCREASED33,11332,965+148+0%$2.7M$2.9M+$171.2K2026-11-04
CWA Asset Management Group, LLC
INCREASED33,06431,423+1,641+5%$2.6M$2.8M+$292.4K2026-10-19
Violich Capital Management, Inc.
DECREASED32,94943,649-10,700-25%$3.5M$2.8M-$711.1K2026-10-05
Regatta Capital Group, LLC
INCREASED32,93732,808+129+0%$2.7M$2.8M+$168.9K2026-10-23
New England Research & Management, Inc.
INCREASED32,84632,796+50+0%$2.7M$2.8M+$162.1K2026-10-16
Arrow Financial Corp
INCREASED32,64932,587+62+0%$2.6M$2.8M+$162.1K2026-10-26
Avior Wealth Management, LLC
DECREASED32,49634,441-1,945-6%$2.8M$2.8M-$1.7K2026-10-13
Peddock Capital Advisors, LLC
UNCHANGED32,41732,41700%$2.6M$2.8M+$155.9K2026-10-16
Accurate Wealth Management, LLC
INCREASED32,22926,425+5,804+22%$2.2M$2.9M+$698.0K2026-10-20
Mill Capital Management, LLC
DECREASED32,09933,644-1,545-5%$2.7M$2.8M+$28.8K2026-10-26
Parsons Capital Management Inc
INCREASED32,05731,957+100+0%$2.6M$2.8M+$162.3K2026-10-28
Wolff Wiese Magana LLC
INCREASED31,99131,888+103+0%$2.6M$2.8M+$162.3K2026-10-15
CPC Advisors, LLC
INCREASED31,89131,818+73+0%$2.6M$2.7M+$159.3K2026-10-21
Precedent Wealth Partners, LLC
INCREASED31,87430,113+1,761+6%$2.4M$2.7M+$296.4K2026-10-21
Baldwin Wealth Partners LLC
DECREASED31,55931,954-395-1%$2.6M$2.7M+$119.7K2026-10-13
Rydar Equities, Inc.
INCREASED31,50830,989+519+2%$2.5M$2.7M+$162.7K2026-10-13
Lakeshore Capital Group, Inc.
INCREASED31,43129,090+2,341+8%$2.4M$2.7M+$341.4K2026-10-20
Profund Advisors LLC
DECREASED30,99731,875-878-3%$2.6M$2.7M+$77.7K2026-10-29
Strategic Blueprint, LLC
INCREASED30,96229,074+1,888+6%$2.4M$2.7M+$302.4K2026-10-22
Accretive Wealth Partners, LLC
INCREASED30,94030,363+577+2%$2.5M$2.7M+$195.7K2026-11-06
Exchange Bank
DECREASED30,88830,981-930%$2.5M$2.7M+$141.0K2026-10-07
Washington Trust Co
DECREASED30,85731,120-263-1%$2.5M$2.7M+$127.0K2026-10-22
Carnegie Lake Advisors LLC
UNCHANGED30,48030,48000%$2.5M$2.6M+$146.6K2026-11-06
Curbstone Financial Management Corp
UNCHANGED30,34630,34600%$2.5M$2.6M+$146.0K2026-10-21
Excalibur Management Corp
INCREASED30,31130,201+110+0%$2.5M$2.6M+$154.7K2026-11-02
Alkeme Wealth, LLC
DECREASED30,30730,574-267-1%$2.5M$2.6M+$124.1K2026-10-08
Baker Avenue Asset Management, LP
INCREASED30,29229,750+542+2%$2.4M$2.6M+$189.8K2026-11-06
Towne Trust Company, N.a
INCREASED30,22327,023+3,200+12%$2.2M$2.6M+$405.4K2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED30,17531,195-1,020-3%$2.5M$2.6M+$62.2K2026-11-02
Relyea Zuckerberg Hanson LLC
DECREASED30,16132,912-2,751-8%$2.7M$2.6M-$78.5K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED30,09426,422+3,672+14%$2.1M$2.6M+$443.2K2026-11-04
Bellecapital International Ltd.
INCREASED30,07729,274+803+3%$2.4M$2.6M+$209.9K2026-10-21
ARS Wealth Advisors Group, LLC
INCREASED30,00329,676+327+1%$2.4M$2.6M+$170.9K2026-10-16
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED30,00030,00000%$2.4M$2.6M+$144.3K2026-11-06
Atala Financial Inc
UNCHANGED29,91229,91200%$2.4M$2.6M+$143.9K2026-10-22
Biltmore Family Office, LLC
DECREASED29,83430,677-843-3%$2.5M$2.6M+$74.6K2026-11-03
Gryphon Financial Partners LLC
INCREASED29,82728,615+1,212+4%$2.3M$2.6M+$241.9K2026-11-04
Point Windward Advisors Inc.
DECREASED29,75936,779-7,020-19%$3.0M$2.6M-$427.4K2026-11-06
Davis Capital Management
DECREASED29,67630,834-1,158-4%$2.5M$2.6M+$48.7K2026-10-08
Chapman Financial Group, LLC
DECREASED29,65230,354-702-2%$2.5M$2.6M+$85.6K2026-10-26
Ferguson Wellman Capital Management, Inc
DECREASED29,64029,983-343-1%$2.4M$2.6M+$114.7K2026-10-05
O'Domhnaill Enterprises, Inc.
DECREASED29,39433,413-4,019-12%$2.7M$2.5M-$185.3K2026-10-29
PFC Capital Group, Inc.
DECREASED29,27729,376-990%$2.4M$2.5M+$133.2K2026-11-06
Portside Wealth Group, LLC
INCREASED29,25727,720+1,537+6%$2.3M$2.5M+$265.6K2026-10-20
Piscataqua Savings Bank
INCREASED29,2412,819+26,422+937%$229.1K$2.5M+$2.3M2026-10-21
Correct Capital Wealth Management
DECREASED29,22729,237-100%$2.4M$2.5M+$139.8K2026-11-02
Winch Advisory Services, LLC
DECREASED29,18229,773-591-2%$2.4M$2.5M+$92.3K2026-11-06
Symphony Financial, Ltd. Co.
DECREASED29,17432,245-3,071-10%$2.7M$2.5M-$119.0K2026-10-22
Inman Jager Wealth Management, LLC
DECREASED29,10229,140-380%$2.4M$2.5M+$136.9K2026-11-05
Brady Martz Wealth Solutions, LLC
DECREASED29,05430,156-1,102-4%$2.5M$2.5M+$50.2K2026-11-05
Obermeyer Wealth Partners
INCREASED29,03828,995+43+0%$2.4M$2.5M+$143.2K2026-10-21
Uhlmann Price Securities, LLC
INCREASED28,96128,080+881+3%$2.3M$2.5M+$210.9K2026-11-03
Silverlake Wealth Management LLC
DECREASED28,50228,607-1050%$2.3M$2.5M+$128.6K2026-10-21
Heritage Wealth Management, Inc.
INCREASED28,48027,612+868+3%$2.2M$2.5M+$207.5K2026-10-28
Marks Group Wealth Management, Inc
DECREASED28,41730,165-1,748-6%$2.5M$2.4M-$5.3K2026-11-05
Howard Capital Management, LLC
DECREASED28,34328,653-310-1%$2.3M$2.4M+$111.1K2026-10-16
Ridgecrest Wealth Partners, LLC
UNCHANGED28,31628,31600%$2.3M$2.4M+$136.2K2026-10-19
Weaver Capital Management LLC
DECREASED28,30730,211-1,904-6%$2.3M$2.4M+$139.1K2026-10-15
Hudock, Inc.
DECREASED28,27728,453-176-1%$2.3M$2.4M+$121.7K2026-10-14
Bonness Enterprises Inc
UNCHANGED28,10028,10000%$2.3M$2.4M+$135.2K2026-10-08
Penobscot Investment Management Company, Inc.
UNCHANGED27,98327,98300%$2.3M$2.4M+$134.6K2026-10-26
L. Roy Papp & Associates, LLP
DECREASED27,80930,049-2,240-7%$2.4M$2.4M-$48.3K2026-10-21
Silver Lake Advisory, LLC
INCREASED27,79427,640+154+1%$2.2M$2.4M+$146.2K2026-10-22
Marion Wealth Management
INCREASED27,79027,241+549+2%$2.2M$2.4M+$178.3K2026-10-22
Fruth Investment Management
UNCHANGED27,62527,62500%$2.2M$2.4M+$132.0K2026-10-13
Alta Advisers Ltd
INCREASED27,61014,710+12,900+88%$1.2M$2.4M+$1.2M2026-11-02
Finer Wealth Management, Inc.
DECREASED27,58227,638-560%$2.2M$2.4M+$128.0K2026-10-16
Catalyst Financial Partners LLC
INCREASED27,43226,432+1,000+4%$2.1M$2.4M+$213.2K2026-11-06
StoneX Group Inc.
INCREASED27,27611,948+15,328+128%$977.4K$2.4M+$1.4M2026-11-03
Aspen Investment Management Inc
INCREASED27,25827,234+24+0%$2.2M$2.3M+$133.0K2026-11-05
Sendero Wealth Management, LLC
INCREASED27,25719,205+8,052+42%$1.6M$2.3M+$785.5K2026-10-14
71 West Capital Partners
INCREASED27,10120,518+6,583+32%$1.7M$2.3M+$665.4K2026-11-04
JFS Wealth Advisors, LLC
DECREASED26,94127,042-1010%$2.2M$2.3M+$121.4K2026-11-03
Veracity Capital LLC
INCREASED26,89826,620+278+1%$2.2M$2.3M+$152.0K2026-10-08
Retirement Planning Group, LLC
INCREASED26,82024,971+1,849+7%$2.0M$2.3M+$279.3K2026-10-19
LVM Capital Management LTD
INCREASED26,80826,748+60+0%$2.2M$2.3M+$133.6K2026-10-20
Deseret Mutual Benefit Administrators
INCREASED26,79825,732+1,066+4%$2.1M$2.3M+$215.5K2026-11-04
ANB Bank
DECREASED26,78426,914-1300%$2.2M$2.3M+$118.3K2026-10-09
VestGen Advisors, LLC
DECREASED26,76930,975-4,206-14%$2.5M$2.3M-$213.0K2026-10-27
Kathmere Capital Management, LLC
INCREASED26,73623,242+3,494+15%$1.9M$2.3M+$412.6K2026-10-20
Canandaigua National Trust Co of Florida
NEW26,694—+26,694——$2.3M—2026-10-07
Providence Wealth Advisors, LLC
INCREASED26,66226,646+16+0%$2.2M$2.3M+$58.9K2026-10-29
VCI Wealth Management LLC
DECREASED26,56232,956-6,394-19%$2.7M$2.3M-$391.9K2026-10-29
InvesTrust
DECREASED26,48430,474-3,990-13%$2.5M$2.3M-$196.9K2026-10-14
Fairvoy Private Wealth, LLC
INCREASED26,43814,640+11,798+81%$1.2M$2.3M+$1.1M2026-10-19
Baker Tilly Wealth Management, LLC
INCREASED26,41125,955+456+2%$2.1M$2.3M+$164.1K2026-10-05
Vista Investment Partners LLC
INCREASED26,29826,237+61+0%$2.1M$2.3M+$131.4K2026-10-08
Trust Point Inc.
INCREASED26,11725,319+798+3%$2.1M$2.2M+$190.5K2026-10-27
Hudson Canyon Capital Management
DECREASED26,10727,722-1,615-6%$2.3M$2.2M-$5.7K2026-11-04
Blueprint Investment Partners LLC
INCREASED26,06925,179+890+4%$2.0M$2.2M+$197.8K2026-10-28
Stevens Capital Partners
INCREASED26,01524,784+1,231+5%$2.0M$2.2M+$225.3K2026-10-29
United Community Bank
INCREASED25,91025,338+572+2%$2.1M$2.2M+$171.1K2026-10-28
M.E. Allison & Co., Inc.
INCREASED25,86525,814+51+0%$2.1M$2.2M+$128.6K2026-10-09
Emerald Advisors, LLC
DECREASED25,82126,545-724-3%$2.2M$2.2M+$65.3K2026-10-13
Harrell Investment Partners, LLC
INCREASED25,81125,791+20+0%$2.1M$2.2M+$125.8K2026-10-15
Aviance Capital Partners, LLC
INCREASED25,80025,658+142+1%$2.1M$2.2M+$135.7K2026-10-29
Greenfield Savings Bank
DECREASED25,78926,483-694-3%$2.2M$2.2M+$67.6K2026-10-07
Boltwood Capital Management
DECREASED25,75625,983-227-1%$2.1M$2.2M+$105.4K2026-10-02
Pekin Hardy Strauss, Inc.
DECREASED25,63326,838-1,205-4%$2.2M$2.2M+$25.4K2026-11-02
Westhampton Capital, LLC
DECREASED25,63026,755-1,125-4%$2.2M$2.2M+$31.9K2026-10-30
Harbor Investment Advisory, LLC
INCREASED25,51224,927+585+2%$2.0M$2.2M+$170.3K2026-10-13
Aull & Monroe Investment Management Corp
DECREASED25,37525,513-138-1%$2.1M$2.2M+$110.9K2026-10-16
Legacy Private Trust Co.
INCREASED25,29320,542+4,751+23%$1.7M$2.2M+$507.8K2026-10-06
Laurion Capital Management LP
DECREASED25,28933,378-8,089-24%$2.7M$2.2M-$535.8K2026-10-30
Focus Financial Network, Inc.
INCREASED25,27025,252+18+0%$2.1M$2.2M+$123.0K2026-10-14
Lee Financial Co
INCREASED25,18625,177+9+0%$2.1M$2.2M+$121.7K2026-10-16
Northern Financial Advisors Inc
DECREASED25,17125,208-370%$2.0M$2.2M+$118.1K2026-10-29
Heartwood Wealth Advisors LLC
DECREASED25,14425,464-320-1%$2.1M$2.2M+$94.9K2026-10-05
Perpetual Ltd
DECREASED25,10927,212-2,103-8%$2.2M$2.2M-$50.1K2026-10-13
Joel Isaacson & Co., LLC
INCREASED25,08924,898+191+1%$2.0M$2.2M+$136.2K2026-11-05
Smith Shellnut Wilson LLC
INCREASED25,06023,526+1,534+7%$1.9M$2.2M+$245.2K2026-10-21
JGP Wealth Management, LLC
INCREASED25,01123,794+1,217+5%$1.9M$2.2M+$219.2K2026-10-13
Claro Advisors Inc.
INCREASED24,87520,186+4,689+23%$1.6M$2.1M+$500.7K2026-11-02
Center for Wealth Management Advisory
INCREASED24,86323,983+880+4%$1.9M$2.1M+$191.1K2026-10-23
Beaumont Financial Advisors, LLC
DECREASED24,86224,921-590%$2.0M$2.1M+$114.7K2026-10-22
Kentucky Trust Co
DECREASED24,81724,892-750%$2.0M$2.1M+$113.3K2026-10-15
Financial Harvest, LLC
INCREASED24,81424,493+321+1%$2.0M$2.1M+$145.4K2026-10-15
Eclectic Associates Inc
INCREASED24,79224,746+46+0%$2.0M$2.1M+$123.0K2026-10-09
Uniting Wealth Partners, LLC
DECREASED24,77134,687-9,916-29%$2.8M$2.1M-$691.9K2026-11-06
Valicenti Advisory Services Inc
DECREASED24,76325,733-970-4%$2.1M$2.1M+$41.0K2026-10-23
Legacy Wealth Asset Management, LLC
INCREASED24,76212,585+12,177+97%$1.0M$2.1M+$1.1M2026-10-09
Lawood & Co
DECREASED24,71525,145-430-2%$2.0M$2.1M+$83.9K2026-10-09
Premier Path Wealth Partners, LLC
INCREASED24,55419,399+5,155+27%$1.6M$2.1M+$537.0K2026-10-16
Supplemental Annuity Collective Trust of NJ
DECREASED24,50124,836-335-1%$2.0M$2.1M+$90.6K2026-11-02
Financial Council, LLC
UNCHANGED24,36124,36100%$2.0M$2.1M+$117.2K2026-11-02
Burford Brothers, Inc.
INCREASED24,27124,262+9+0%$2.0M$2.1M+$117.5K2026-10-21
Center for Financial Planning, Inc.
INCREASED24,22023,097+1,123+5%$1.9M$2.1M+$207.8K2026-10-26
Meridian Management Co
DECREASED24,00025,785-1,785-7%$2.1M$2.1M-$29.6K2026-11-06
TritonPoint Partners, LLC
DECREASED23,88652,443-28,557-54%$4.3M$2.1M-$2.2M2026-11-05
Scott & Selber, Inc.
DECREASED23,83223,846-140%$1.9M$2.1M+$113.5K2026-10-21
Tompkins Financial Corp
UNCHANGED23,64023,64000%$1.9M$2.0M+$113.7K2026-10-05
Bedel Financial Consulting, Inc.
DECREASED23,51624,034-518-2%$2.0M$2.0M+$71.0K2026-11-06
Moneco Advisors, LLC
INCREASED23,51023,491+19+0%$1.9M$2.0M+$114.6K2026-11-05
Kingsman Wealth Management, Inc.
INCREASED23,50414,610+8,894+61%$1.2M$2.0M+$835.9K2026-10-13
Adirondack Trust Co
DECREASED23,45727,556-4,099-15%$2.2M$2.0M-$220.3K2026-10-14
XML Financial, LLC
DECREASED23,39525,818-2,423-9%$2.1M$2.0M-$84.4K2026-10-29
LVW Advisors, LLC
DECREASED23,37024,203-833-3%$2.0M$2.0M+$44.7K2026-10-19
3Chopt Investment Partners, LLC
INCREASED23,36821,763+1,605+7%$1.8M$2.0M+$244.3K2026-10-30
BayBridge Capital Group, LLC
INCREASED23,32921,044+2,285+11%$1.7M$2.0M+$297.9K2026-10-13
Home Federal Bank of Tennessee
DECREASED23,15724,122-965-4%$2.0M$2.0M+$33.0K2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED23,13627,610-4,474-16%$2.2M$2.0M-$252.0K2026-10-14
Fragasso Financial Advisors Inc
INCREASED23,1048,775+14,329+163%$713.2K$2.0M+$1.3M2026-10-13
LaFleur & Godfrey LLC
DECREASED23,00523,504-499-2%$1.9M$2.0M+$70.1K2026-10-27
Burney Co/
DECREASED22,97723,252-275-1%$1.9M$2.0M+$88.2K2026-10-15
Maia Wealth LLC
INCREASED22,82018,807+4,013+21%$1.5M$2.0M+$435.9K2026-10-19
O'Brien Greene & Co. Inc
UNCHANGED22,76122,76100%$1.8M$2.0M+$109.5K2026-11-05
Segment Wealth Management, LLC
INCREASED22,65022,638+12+0%$1.8M$1.9M+$109.9K2026-10-26
Berman McAleer LLC
DECREASED22,59622,731-135-1%$1.8M$1.9M+$97.7K2026-10-16
Calamos Wealth Management LLC
INCREASED22,34622,112+234+1%$1.8M$1.9M+$126.5K2026-11-02
Summit Place Financial Advisors, LLC
INCREASED22,29522,149+146+1%$1.8M$1.9M+$119.1K2026-10-23
Cornell Pochily Investment Advisors, Inc.
DECREASED22,27622,406-130-1%$1.8M$1.9M+$96.6K2026-10-19
First Merchants Corp
DECREASED22,25722,440-183-1%$1.8M$1.9M+$92.2K2026-10-15
Citizens & Northern Corp
DECREASED22,25622,806-550-2%$1.9M$1.9M+$62.4K2026-11-06
Luts & Greenleigh Group, Inc.
INCREASED22,19522,015+180+1%$1.8M$1.9M+$121.3K2026-11-05
Tranquility Partners, LLC
DECREASED22,17122,604-433-2%$1.8M$1.9M+$71.5K2026-10-20
Fiduciary Family Office, LLC
INCREASED22,15117,109+5,042+29%$1.4M$1.9M+$516.3K2026-11-04
Measured Risk Portfolios, Inc.
DECREASED22,12623,747-1,621-7%$1.9M$1.9M-$25.3K2026-10-21
Ashton Thomas Securities, LLC
DECREASED22,11530,148-8,033-27%$2.4M$1.9M-$539.5K2026-10-26
Richards, Merrill & Peterson, Inc.
DECREASED22,10322,279-176-1%$1.8M$1.9M+$92.0K2026-10-19
Cooper Financial Group
INCREASED22,04919,061+2,988+16%$1.5M$1.9M+$348.8K2026-10-07
United Asset Strategies, Inc.
DECREASED22,03822,186-148-1%$1.8M$1.9M+$94.0K2026-10-28
Smith Thornton Advisors LLC
UNCHANGED22,03622,03600%$1.9M$1.9M+$40.3K2026-10-16
First Bank & Trust
DECREASED22,01424,943-2,929-12%$2.0M$1.9M-$132.2K2026-10-19
Armbruster Capital Management, Inc.
INCREASED22,0082,814+19,194+682%$228.7K$1.9M+$1.7M2026-10-19
Nicholas Wealth, Llc.
INCREASED22,00518,467+3,538+19%$1.5M$1.9M+$393.4K2026-10-26
W Advisors, LLC
INCREASED21,95121,874+77+0%$1.8M$1.9M+$111.9K2026-11-02
International Assets Investment Management, LLC
DECREASED21,92522,490-565-3%$1.8M$1.9M+$59.6K2026-11-02
Promethium Advisors,llc
DECREASED21,90222,002-1000%$1.8M$1.9M+$97.0K2026-10-19
Salomon & Ludwin, LLC
UNCHANGED21,90221,90200%$1.8M$1.9M+$104.9K2026-10-29
Boyd Watterson Asset Management LLC
UNCHANGED21,85621,85600%$1.8M$1.9M+$105.1K2026-11-06
Monument Capital Management
INCREASED21,82219,842+1,980+10%$1.6M$1.9M+$265.9K2026-10-09
Chicago Trust Co NA
DECREASED21,79123,488-1,697-7%$1.9M$1.9M-$33.1K2026-10-28
Wynn Capital, LLC
DECREASED21,78921,807-180%$1.8M$1.9M+$103.3K2026-10-13
AM Investment Strategies LLC
INCREASED21,64821,307+341+2%$1.7M$1.9M+$131.0K2026-11-05
Carson Advisory Inc.
INCREASED21,62121,310+311+1%$1.7M$1.9M+$129.3K2026-11-06
Diversified Enterprises, LLC
INCREASED21,61818,821+2,797+15%$1.5M$1.9M+$331.3K2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED21,53621,644-1080%$1.8M$1.9M+$94.8K2026-10-27
Investment Partners, Ltd.
INCREASED21,50713,527+7,980+59%$1.1M$1.9M+$751.9K2026-10-29
Oppenheimer Asset Management Inc.
INCREASED21,48620,334+1,152+6%$1.7M$1.8M+$197.0K2026-10-27
Clark & Stuart, Inc
INCREASED21,44421,442+2+0%$1.8M$1.9M+$103.3K2026-10-14
Financial Security Advisor, Inc.
DECREASED21,41022,108-698-3%$1.8M$1.9M+$45.7K2026-11-03
Praetorian Wealth Management, Inc.
DECREASED21,40025,630-4,230-16%$2.1M$1.8M-$240.8K2026-10-16
Personal CFO Solutions, LLC
DECREASED21,36726,859-5,492-20%$2.2M$1.9M-$346.4K2026-11-06
McAdam, LLC
INCREASED21,34120,656+685+3%$1.7M$1.8M+$158.3K2026-10-21
Zions Bancorporation, National Association
DECREASED21,26824,253-2,985-12%$2.0M$1.8M-$140.3K2026-11-06
Brandywine OAK Private Wealth LLC
INCREASED21,20121,078+123+1%$1.7M$1.8M+$112.0K2026-10-23
Gibbs Wealth Management
INCREASED21,16818,432+2,736+15%$1.5M$1.8M+$324.1K2026-10-22
Brown, Lisle Ings, Inc.
INCREASED21,08920,265+824+4%$1.6M$1.8M+$168.4K2026-10-16
Traveka Wealth, LLC
DECREASED21,00125,398-4,397-17%$2.1M$1.8M-$256.4K2026-10-19
Summit Asset Management, LLC
DECREASED20,99521,279-284-1%$1.7M$1.8M+$77.9K2026-11-05
Diligent Investors, LLC
DECREASED20,85321,630-777-4%$1.8M$1.8M+$37.1K2026-10-21
RMR Wealth Builders
INCREASED20,80720,669+138+1%$1.7M$1.8M+$111.3K2026-10-22
St. Johns Investment Management Company, LLC
INCREASED20,80020,622+178+1%$1.7M$1.8M+$114.5K2026-10-30
O'Keefe Stevens Advisory, Inc.
INCREASED20,75418,929+1,825+10%$1.5M$1.8M+$248.1K2026-10-09
Athena Wealth Management, LLC
INCREASED20,74419,907+837+4%$1.6M$1.8M+$167.8K2026-10-09
Essex Bank
DECREASED20,73722,019-1,282-6%$1.8M$1.8M-$4.4K2026-10-16
Plancorp, LLC
INCREASED20,72117,005+3,716+22%$1.4M$1.9M+$516.8K2026-11-03
Linscomb Wealth, Inc.
DECREASED20,69221,081-389-2%$1.7M$1.8M+$67.9K2026-11-05
PW Nova Financial Services LLC
DECREASED20,61420,734-120-1%$1.7M$1.8M+$89.4K2026-10-15
Revisor Wealth Management LLC
DECREASED20,57327,423-6,850-25%$2.2M$1.9M-$349.3K2026-10-20
Balentine LLC
DECREASED20,40225,853-5,451-21%$2.1M$1.8M-$344.9K2026-11-03
First Interstate Bank
DECREASED20,36720,567-200-1%$1.7M$1.8M+$81.7K2026-10-23
United Advisor Group, LLC
DECREASED20,34822,090-1,742-8%$1.8M$1.8M-$43.6K2026-11-03
Pinnacle Bancorp, Inc.
DECREASED20,30720,350-430%$1.7M$1.7M+$94.2K2026-10-21
Sanders Morris Harris LLC
INCREASED20,29116,565+3,726+22%$1.3M$1.8M+$435.5K2026-10-14
Culbertson A N & Co Inc
DECREASED20,25620,336-800%$1.7M$1.7M+$90.9K2026-10-21
Winebrenner Capital Management LLC
INCREASED20,17620,172+4+0%$1.6M$1.7M+$97.4K2026-10-07
WealthPLAN Partners, LLC
INCREASED20,16815,784+4,384+28%$1.3M$1.7M+$453.3K2026-10-15
Facet Wealth, Inc.
INCREASED20,15515,325+4,830+32%$1.2M$1.7M+$489.5K2026-11-04
Bluedoor Private Wealth, LLC
INCREASED20,14720,019+128+1%$1.6M$1.7M+$107.3K2026-11-05
HBW Advisory Services LLC
INCREASED20,09218,609+1,483+8%$1.5M$1.7M+$217.2K2026-10-15
Little House Capital LLC
INCREASED20,05119,746+305+2%$1.6M$1.7M+$121.2K2026-11-06
Convergence Investment Partners, LLC
DECREASED19,94820,092-144-1%$1.6M$1.7M+$84.2K2026-10-28
Bank & Trust Co
DECREASED19,84120,092-251-1%$1.6M$1.7M+$75.0K2026-10-07
JSF Financial, LLC
INCREASED19,8403,229+16,611+514%$262.4K$1.7M+$1.4M2026-10-22
Nordwand Advisors, LLC
INCREASED19,82619,467+359+2%$1.6M$1.7M+$124.5K2026-11-05
Compass Financial Management LLC
INCREASED19,70919,201+508+3%$1.6M$1.7M+$58.5K2026-10-30
Paradigm Asset Management Co LLC
DECREASED19,70021,600-1,900-9%$1.8M$1.7M-$59.7K2026-11-05
Angeles Wealth Management, LLC
DECREASED19,64320,327-684-3%$1.7M$1.7M+$38.4K2026-10-26
Atlas Brown,Inc.
DECREASED19,63619,721-850%$1.6M$1.7M+$87.5K2026-10-09
Guilbault Capital LLC
DECREASED19,63019,905-275-1%$1.6M$1.7M+$72.1K2026-10-28
Klingman & Associates, LLC
INCREASED19,61919,130+489+3%$1.6M$1.7M+$134.1K2026-10-20
Advisors Management Group Inc
INCREASED19,60518,022+1,583+9%$1.5M$1.7M+$223.0K2026-11-05
High Net Worth Advisory Group LLC
UNCHANGED19,47919,47900%$1.6M$1.7M+$93.7K2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED19,40318,126+1,277+7%$1.5M$1.7M+$197.7K2026-10-16
Peoples Financial Services Corp.
DECREASED19,34919,556-207-1%$1.6M$1.7M+$76.3K2026-10-20
Norway Savings Bank
UNCHANGED19,30319,30300%$1.6M$1.7M+$92.8K2026-10-20
Knuff & Co LLC
UNCHANGED19,30019,30000%$1.6M$1.7M+$92.8K2026-11-06
Philadelphia Trust Co
DECREASED19,26919,469-200-1%$1.6M$1.7M+$77.0K2026-11-05
Cordatus Wealth Management LLC
DECREASED19,26619,436-170-1%$1.6M$1.7M+$78.9K2026-10-19
Delta Financial Advisors LLC
INCREASED19,25619,054+202+1%$1.5M$1.7M+$109.0K2026-10-27
Forum Financial Management, LP
DECREASED19,21721,837-2,620-12%$1.8M$1.7M-$120.5K2026-10-16
Versant Capital Management, Inc
INCREASED19,18216,522+2,660+16%$1.3M$1.7M+$308.4K2026-10-02
McGlone Suttner Wealth Management, Inc.
INCREASED19,16918,959+210+1%$1.5M$1.7M+$109.3K2026-10-13
Nations Financial Group Inc,
INCREASED19,14118,838+303+2%$1.5M$1.6M+$116.7K2026-11-05
Generali Investments, Management Co LLC
DECREASED19,11523,397-4,282-18%$1.9M$1.6M-$256.1K2026-10-19
Wealth Group, Ltd.
DECREASED19,10660,500-41,394-68%$4.9M$1.6M-$3.3M2026-10-30
Members Wealth LLC
INCREASED19,08618,824+262+1%$1.5M$1.6M+$108.1K2026-10-20
Partners Wealth Management, LLC
INCREASED18,9719,910+9,061+91%$805.4K$1.6M+$837.9K2026-10-28
Rudd Co d/b/a Styre Wealth
NEW18,888—+18,888——$1.8M—2026-10-29
Procyon Advisors, LLC
INCREASED18,86218,174+688+4%$1.5M$1.6M+$146.7K2026-10-21
Sterling Investment Advisors, Ltd.
DECREASED18,84419,583-739-4%$1.6M$1.6M+$30.6K2026-10-27
Rhodes Investment Advisors Inc
UNCHANGED18,83918,83900%$1.5M$1.6M+$90.6K2026-10-07
Kennedy Investment Group, Inc.
INCREASED18,82418,765+59+0%$1.5M$1.6M+$95.3K2026-10-21
Hedeker Wealth, LLC
DECREASED18,78018,887-107-1%$1.5M$1.6M+$81.7K2026-10-23
Smith Chas P & Associates PA Cpas
INCREASED18,76018,478+282+2%$1.5M$1.8M+$259.8K2026-10-22
Tobam
INCREASED18,74513,002+5,743+44%$1.1M$1.6M+$557.0K2026-11-03
ROI Financial Advisors, LLC
INCREASED18,60318,439+164+1%$1.5M$1.6M+$102.8K2026-10-19
Triad Wealth Partners, LLC
DECREASED18,50319,368-865-4%$1.7M$1.6M-$89.6K2026-10-26
AA Financial Advisors, LLC
INCREASED18,40217,411+991+6%$1.4M$1.6M+$169.0K2026-10-19
Providence First Trust Co
INCREASED18,30311,972+6,331+53%$973.0K$1.6M+$602.6K2026-11-02
Diversified Management Inc
INCREASED18,2668,832+9,434+107%$717.8K$1.6M+$854.6K2026-10-08
Resonant Capital Advisors, LLC
INCREASED18,26316,333+1,930+12%$1.3M$1.6M+$245.5K2026-10-15
Markowski Investments
INCREASED18,20018,155+45+0%$1.5M$1.6M+$91.2K2026-10-30
Stiles Financial Services Inc
DECREASED18,19618,857-661-4%$1.5M$1.6M+$33.8K2026-10-30
Courier Capital LLC
DECREASED18,18418,266-820%$1.5M$1.6M+$80.8K2026-10-19
Bria Capital Group, LLC
INCREASED18,08715,288+2,799+18%$1.2M$1.6M+$314.5K2026-10-22
Spire Wealth Management
DECREASED18,08118,501-420-2%$1.5M$1.6M+$52.8K2026-10-30
Garrison Bradford & Associates Inc
NEW18,000—+18,000——$1.5M—2026-10-27
Meridian Financial Partners LLC
DECREASED17,99018,067-770%$1.5M$1.7M+$165.5K2026-10-23
Eagle Bay Advisors LLC
INCREASED17,95817,692+266+2%$1.4M$1.6M+$108.2K2026-10-16
Brady Family Wealth, LLC
INCREASED17,95817,906+52+0%$1.5M$1.5M+$90.6K2026-11-02
Ninety One UK Ltd
INCREASED17,8513,309+14,542+439%$268.9K$1.5M+$1.3M2026-10-15
Gerald Baker Financial Group LLC
INCREASED17,82417,760+64+0%$1.4M$1.5M+$91.0K2026-10-09
Zega Investments, LLC
INCREASED17,79617,668+128+1%$1.4M$1.5M+$96.0K2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED17,69218,370-678-4%$1.5M$1.5M+$30.0K2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED17,65017,552+98+1%$1.3M$1.3M-$4.9K2026-11-04
First Affirmative Financial Network
NEW17,628—+17,628——$1.5M—2026-10-21
Krilogy Financial LLC
INCREASED17,48715,311+2,176+14%$1.2M$1.6M+$325.9K2026-10-13
Golden Reserve Retirement LLC
INCREASED17,47511,441+6,034+53%$929.8K$1.5M+$574.5K2026-11-02
Aldebaran Financial Inc.
INCREASED17,45217,366+86+1%$1.4M$1.5M+$90.9K2026-11-06
Barr E S & Co
DECREASED17,40417,554-150-1%$1.4M$1.5M+$71.5K2026-11-06
Chapin Davis, Inc.
DECREASED17,38317,416-330%$1.4M$1.5M+$80.9K2026-10-09
Shulman DeMeo Asset Management LLC
DECREASED17,23017,699-469-3%$1.4M$1.5M+$52.1K2026-10-09
SeaCrest Wealth Management, LLC
DECREASED17,17019,409-2,239-12%$1.6M$1.5M-$99.3K2026-10-21
Butensky & Cohen Financial Security, Inc
INCREASED17,13417,098+36+0%$1.4M$1.5M+$85.3K2026-10-13
Central Bank & Trust Co
INCREASED17,10416,469+635+4%$1.3M$1.5M+$133.9K2026-10-09
Key FInancial Inc
INCREASED17,09416,899+195+1%$1.4M$1.5M+$98.1K2026-11-02
Foguth Wealth Management, Llc.
INCREASED17,03716,357+680+4%$1.3M$1.6M+$256.5K2026-10-19
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED17,00017,00000%$1.4M$1.5M+$81.8K2026-11-06
Bell Bank
DECREASED16,96429,351-12,387-42%$2.4M$1.5M-$925.1K2026-10-21
Marathon Capital Management
DECREASED16,94216,946-40%$1.4M$1.5M+$81.2K2026-10-23
Lewis Asset Management, LLC
INCREASED16,93416,776+158+1%$1.4M$1.5M+$103.2K2026-10-14
Mayfair Advisory Group, LLC
DECREASED16,88216,942-600%$1.4M$1.5M+$59.7K2026-10-20
RKL Wealth Management LLC
INCREASED16,87916,308+571+4%$1.3M$1.5M+$127.6K2026-10-16
Rayburn West Financial Services LLC
DECREASED16,85016,860-100%$1.4M$1.5M+$80.2K2026-11-03
Shelton Wealth Management, LLC
DECREASED16,81317,100-287-2%$1.4M$1.4M+$57.5K2026-10-16
Grey Ledge Advisors, LLC
DECREASED16,75216,807-550%$1.4M$1.4M+$76.1K2026-11-02
Means Investment Co., Inc.
DECREASED16,74617,074-328-2%$1.4M$1.4M+$53.9K2026-11-03
Garton & Associates Financial Advisors LLC
INCREASED16,69016,683+7+0%$1.4M$1.4M+$80.8K2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED16,68714,615+2,072+14%$1.2M$1.4M+$248.7K2026-10-07
Abel Hall, LLC
DECREASED16,60216,686-840%$1.4M$1.4M+$73.0K2026-10-19
Global Trust Wealth Management LLC
INCREASED16,57116,525+46+0%$1.3M$1.4M+$83.4K2026-10-14
Altfest L J & Co Inc
INCREASED16,55216,291+261+2%$1.3M$1.4M+$100.9K2026-10-27
Aire Advisors, LLC
DECREASED16,50016,838-338-2%$1.4M$1.4M+$51.9K2026-10-22
Provident Investment Management, Inc.
UNCHANGED16,50016,50000%$1.3M$1.4M+$79.4K2026-10-23
Cypress Point Wealth Management, LLC
INCREASED16,48916,286+203+1%$1.3M$1.4M+$95.8K2026-11-03
Barlow Wealth Partners, LLC
INCREASED16,47716,061+416+3%$1.3M$1.4M+$80.3K2026-10-15
Moss Adams Wealth Advisors LLC
DECREASED16,39718,567-2,170-12%$1.5M$1.4M-$98.6K2026-10-28
Grove Bank & Trust
INCREASED16,39216,306+86+1%$1.3M$1.4M+$85.8K2026-10-08
Romano Brothers and Company
INCREASED16,37815,448+930+6%$1.3M$1.4M+$154.4K2026-10-22
Fiduciary Alliance LLC
DECREASED16,24718,722-2,475-13%$1.5M$1.4M-$123.0K2026-10-13
Waycross Partners, LLC
NEW16,213—+16,213——$1.4M—2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED16,20413,969+2,235+16%$1.1M$1.4M+$259.7K2026-10-29
WBH Advisory Inc
INCREASED16,17815,075+1,103+7%$1.2M$1.4M+$167.5K2026-11-05
AdvisorNet Financial, Inc
DECREASED16,09016,135-450%$1.3M$1.5M+$165.5K2026-10-15
Langley Wealth Management, LLC
INCREASED16,06916,066+3+0%$1.3M$1.4M+$77.5K2026-11-04
Autumn Glory Partners, LLC
DECREASED16,03718,438-2,401-13%$1.5M$1.4M-$118.0K2026-10-26
Tred Avon Family Wealth, LLC
INCREASED15,94015,794+146+1%$1.3M$1.4M+$88.5K2026-10-20
G&S Capital LLC
DECREASED15,91716,216-299-2%$1.3M$1.4M+$52.3K2026-10-23
Windsor Capital Management, LLC
INCREASED15,89915,882+17+0%$1.3M$1.4M+$77.8K2026-10-13
Split Creek LLC DBA Split Creek Capital LLC
DECREASED15,88016,144-264-2%$1.3M$1.4M+$54.9K2026-11-02
Gleason Group, Inc.
INCREASED15,80015,701+99+1%$1.3M$1.4M+$84.1K2026-10-15
Childress Capital Advisors, LLC
INCREASED15,77015,400+370+2%$1.3M$1.4M+$105.9K2026-10-28
Cadinha & Co LLC
INCREASED15,73615,486+250+2%$1.3M$1.4M+$96.0K2026-10-22
Mainsail Financial Group, LLC
DECREASED15,67715,880-203-1%$1.3M$1.3M+$58.9K2026-10-23
Newman Dignan & Sheerar, Inc.
INCREASED15,63614,082+1,554+11%$1.1M$1.3M+$201.5K2026-10-21
Wealth Quarterback LLC
INCREASED15,62415,314+310+2%$1.2M$1.3M+$100.3K2026-10-20
Register Financial Advisors LLC
DECREASED15,59815,767-169-1%$1.3M$1.3M+$61.3K2026-10-23
FNY Investment Advisers, LLC
INCREASED15,58013,200+2,380+18%$1.1M$1.3M+$269.0K2026-10-16
Harold Davidson & Associates Inc.
DECREASED15,47516,602-1,127-7%$1.3M$1.3M-$17.2K2026-10-29
YHB Investment Advisors, Inc.
DECREASED15,46515,545-80-1%$1.3M$1.3M+$67.9K2026-10-08
Perryman Financial Advisory Inc
INCREASED15,46115,264+197+1%$1.2M$1.3M+$90.4K2026-10-16
World Equity Group, Inc.
DECREASED15,36921,156-5,787-27%$1.7M$1.3M-$388.9K2026-10-14
Elevate Capital Advisors, LLC
DECREASED15,35717,902-2,545-14%$1.5M$1.3M-$133.0K2026-11-02
Ignite Planners, LLC
INCREASED15,23614,216+1,020+7%$1.2M$1.3M+$156.2K2026-10-14
Richard Young Associates, Ltd.
INCREASED15,22314,565+658+5%$1.2M$1.3M+$126.7K2026-11-03
Blue Fin Capital, Inc.
DECREASED15,18315,652-469-3%$1.3M$1.3M+$34.9K2026-10-28
Powers Advisory Group, LLC
DECREASED15,17515,705-530-3%$1.3M$1.3M+$29.9K2026-10-14
Beam Wealth Advisors, Inc.
DECREASED15,17018,247-3,077-17%$1.5M$1.3M-$178.7K2026-11-03
Elyxium Wealth, LLC
INCREASED15,14914,498+651+4%$1.2M$1.3M+$125.8K2026-10-27
S.A. Mason LLC
INCREASED15,12415,002+122+1%$1.2M$1.3M+$82.7K2026-10-13
First Financial Bank - Trust Division
DECREASED15,02815,771-743-5%$1.3M$1.3M+$11.9K2026-10-01
Targeted Financial Services LLC
INCREASED15,01014,936+74+1%$1.2M$1.3M+$78.3K2026-10-19
Blume Capital Management, Inc.
DECREASED15,00315,100-97-1%$1.2M$1.3M+$64.3K2026-10-26
Howard Financial Services, Ltd.
INCREASED14,98713,904+1,083+8%$1.1M$1.3M+$160.1K2026-10-15
William B. Walkup & Associates, Inc.
DECREASED14,97715,235-258-2%$1.2M$1.3M+$51.0K2026-11-05
Mystic Asset Management, Inc.
DECREASED14,97316,653-1,680-10%$1.4M$1.3M-$64.4K2026-10-15
Mid-American Wealth Advisory Group, Inc.
DECREASED14,93415,475-541-3%$1.3M$1.3M+$27.9K2026-10-21
EagleClaw Capital Managment, LLC
DECREASED14,93315,879-946-6%$1.3M$1.3M-$5.1K2026-11-06
Finward Bancorp
INCREASED14,93114,787+144+1%$1.2M$1.3M+$83.5K2026-10-14
Mine & Arao Wealth Creation & Management, Llc.
INCREASED14,91713,788+1,129+8%$1.1M$1.3M+$163.5K2026-10-29
Sunbeam Capital Management, LLC
DECREASED14,91515,471-556-4%$1.3M$1.3M+$26.6K2026-11-05
Seamount Financial Group Inc
DECREASED14,88115,800-919-6%$1.3M$1.3M-$3.1K2026-10-21
Mitchell & Pahl Private Wealth, LLC
DECREASED14,86314,941-78-1%$1.2M$1.3M+$65.2K2026-10-14
Rossby Financial, LCC
INCREASED14,84811,763+3,085+26%$956.0K$1.3M+$322.1K2026-11-05
Johnson & White Wealth Management, LLC
INCREASED14,79014,723+67+0%$1.2M$1.3M+$76.6K2026-11-03
Core Wealth Partners LLC
DECREASED14,77314,916-143-1%$1.2M$1.3M+$59.4K2026-11-02
D.B. Root & Company, LLC
DECREASED14,77014,777-70%$1.2M$1.3M+$70.5K2026-11-04
Davidson Trust Co
DECREASED14,74615,487-741-5%$1.3M$1.3M+$10.7K2026-10-09
Townsend Asset Management Corp
INCREASED14,74514,716+29+0%$1.2M$1.3M+$73.3K2026-10-29
Hussman Strategic Advisors, Inc.
DECREASED14,70021,000-6,300-30%$1.7M$1.3M-$441.3K2026-11-02
Ullmann Wealth Partners Group, LLC
INCREASED14,63814,276+362+3%$1.2M$1.3M+$99.8K2026-11-02
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED14,62414,62400%$1.2M$1.3M+$70.3K2026-10-26
Olistico Wealth, LLC
UNCHANGED14,56314,56300%$1.2M$1.3M+$70.1K2026-10-05
Clear Harbor Asset Management, LLC
DECREASED14,46114,728-267-2%$1.2M$1.2M+$47.9K2026-11-05
LifeSteps Financial, Inc.
INCREASED14,42514,361+64+0%$1.2M$1.2M+$74.6K2026-10-15
Thompson Siegel & Walmsley LLC
UNCHANGED14,33814,33800%$1.2M$1.2M+$69.0K2026-11-05
City State Bank
DECREASED14,32814,936-608-4%$1.2M$1.2M+$19.5K2026-10-20
Buckhead Capital Management LLC
UNCHANGED14,26214,26200%$1.2M$1.2M+$68.6K2026-11-03
Iron Financial LLC
INCREASED14,2543,771+10,483+278%$306.4K$1.2M+$920.5K2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED14,25014,25000%$1.2M$1.2M+$68.5K2026-11-03
Guinness Atkinson Asset Management Inc
UNCHANGED14,24814,24800%$1.2M$1.2M+$68.5K2026-11-05
TigerOak Management, L.L.C.
INCREASED14,21713,501+716+5%$1.1M$1.2M+$126.6K2026-10-23
Commonwealth Financial Services, LLC
DECREASED14,20515,673-1,468-9%$1.3M$1.2M-$51.0K2026-10-20
Roxbury Financial LLC
INCREASED14,14114,085+56+0%$1.1M$1.2M+$72.6K2026-10-01
Jones Kertz & Associates, Inc.
DECREASED14,13114,246-115-1%$1.2M$1.2M+$58.6K2026-10-28
Univest Financial Corp
INCREASED14,1109,437+4,673+50%$766.9K$1.2M+$447.6K2026-11-05
Petros Family Wealth, LLC
INCREASED14,10713,276+831+6%$1.1M$1.2M+$135.5K2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED14,08318,730-4,647-25%$1.5M$1.2M-$309.0K2026-11-02
St. Louis Trust Co
UNCHANGED14,01214,01200%$680.2K$1.2M+$526.0K2026-11-03
MN Wealth Advisors, LLC
INCREASED13,92413,893+31+0%$1.1M$1.2M+$69.5K2026-10-23
Carret Asset Management, LLC
UNCHANGED13,86013,86000%$1.1M$1.2M+$66.7K2026-11-04
Thrive Wealth Management, LLC
DECREASED13,82513,914-89-1%$1.1M$1.2M+$59.2K2026-10-13
Magnus Financial Group LLC
INCREASED13,80312,696+1,107+9%$1.0M$1.2M+$156.3K2026-10-21
Weinberger Asset Management, Inc
INCREASED13,78613,735+51+0%$1.2M$1.2M-$16.4K2026-10-28
Legacy Trust
INCREASED13,77413,329+445+3%$1.1M$1.3M+$212.6K2026-11-06
Kingdom Financial Group Llc.
DECREASED13,76214,615-853-6%$1.2M$1.2M-$3.2K2026-11-04
InTrack Investment Management Inc
DECREASED13,74614,114-368-3%$1.1M$1.2M+$36.2K2026-10-15
CRA Financial Services, LLC
INCREASED13,74213,521+221+2%$1.1M$1.2M+$84.0K2026-10-16
Alhambra Investment Management LLC
UNCHANGED13,73813,73800%$1.1M$1.2M+$66.1K2026-10-15
Proathlete Wealth Management LLC
INCREASED13,68312,528+1,155+9%$1.0M$1.2M+$159.8K2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED13,66012,999+661+5%$1.1M$1.2M+$119.4K2026-10-27
SeaBridge Investment Advisors LLC
INCREASED13,6518,706+4,945+57%$707.5K$1.2M+$467.5K2026-11-02
JB Capital LLC
DECREASED13,64913,891-242-2%$1.1M$1.2M+$46.0K2026-10-19
Tower Trust & Investment Co
INCREASED13,64813,239+409+3%$1.1M$1.2M+$98.9K2026-10-28
D'Orazio & Associates, Inc.
INCREASED13,63013,097+533+4%$1.1M$1.2M+$108.9K2026-11-04
Atwood & Palmer Inc
INCREASED13,59911,066+2,533+23%$899.3K$1.2M+$271.3K2026-10-08
Bennett Selby Investments LP
INCREASED13,55613,524+32+0%$1.1M$1.2M+$67.7K2026-10-19
Traphagen Investment Advisors LLC
DECREASED13,53713,566-290%$1.1M$1.2M+$62.7K2026-10-14
Corundum Group, Inc.
INCREASED13,51112,485+1,026+8%$1.0M$1.2M+$148.4K2026-10-28
Lawson Kroeker Investment Management Inc
UNCHANGED13,49013,49000%$1.1M$1.2M+$64.9K2026-10-22
Miramontes Capital, LLC
DECREASED13,45313,519-660%$1.1M$1.2M+$59.4K2026-10-19
Saybrook Capital
UNCHANGED13,44013,44000%$1.1M$1.2M+$64.6K2026-10-27
One Wealth Capital Management, LLC
INCREASED13,4017,831+5,570+71%$636.4K$1.2M+$517.1K2026-10-23
Kestra Investment Management, LLC
DECREASED13,39714,165-768-5%$1.2M$1.2M+$2.0K2026-11-04
Adkins Seale Capital Management LLC
DECREASED13,31813,411-93-1%$1.1M$1.1M+$56.5K2026-10-27
Freedom Day Solutions, LLC
INCREASED13,29213,024+268+2%$1.1M$1.1M+$85.7K2026-10-20
Souders Financial Advisors
DECREASED13,27615,827-2,551-16%$1.3M$1.1M-$143.5K2026-11-03
Summit Wealth Group LLC / Co
INCREASED13,24410,399+2,845+27%$845.1K$1.1M+$294.9K2026-10-29
Anchor Capital Advisors LLC
DECREASED13,23413,291-570%$1.1M$1.1M+$59.0K2026-11-05
SmartHarvest Portfolios, LLC
DECREASED13,19615,502-2,306-15%$1.3M$1.1M-$123.9K2026-10-26
Murphy Pohlad Asset Management LLC
DECREASED13,18813,871-683-5%$1.1M$1.1M+$7.9K2026-10-22
Montchanin Asset Management, LLC
DECREASED13,14313,240-97-1%$1.1M$1.1M+$55.0K2026-11-02
One Way Holdings LLC
INCREASED13,1419,768+3,373+35%$793.8K$1.1M+$337.3K2026-10-29
Oslo Pensjonsforsikring AS
UNCHANGED13,12713,12700%$1.1M$1.1M+$63.1K2026-10-15
Successful Portfolios LLC
DECREASED13,06013,080-200%$1.1M$1.1M+$42.3K2026-10-09
Live Oak Investment Partners
DECREASED13,06013,071-110%$1.1M$1.1M+$61.9K2026-10-23
Sovran Advisors, LLC
INCREASED13,04412,779+265+2%$1.1M$1.2M+$82.7K2026-11-02
Alpha Family Trust
UNCHANGED13,02013,02000%$1.1M$1.1M$02026-11-04
Bond & Devick Financial Network, Inc.
INCREASED12,96312,609+354+3%$1.0M$1.1M+$91.1K2026-10-23
Wealth Alliance Advisory Group, LLC
INCREASED12,95812,746+212+2%$1.0M$1.1M+$79.6K2026-10-14
MBL Wealth, LLC
DECREASED12,93013,307-377-3%$1.1M$1.1M+$31.5K2026-10-22
ACT Advisors, Llc.
INCREASED12,90012,733+167+1%$1.0M$1.1M+$75.6K2026-10-15
Clear Wave Wealth Management LLC
INCREASED12,85512,271+584+5%$997.3K$1.1M+$109.3K2026-11-04
Anchyra Partners LLC
INCREASED12,85411,860+994+8%$963.9K$1.1M+$142.6K2026-10-13
Thoma Capital Management LLC
DECREASED12,81812,950-132-1%$1.1M$1.1M+$50.9K2026-10-19
Letson Investment Management, Inc.
UNCHANGED12,79312,79300%$1.0M$1.1M+$61.5K2026-11-05
Missouri Trust & Investment Co
UNCHANGED12,75612,75600%$1.1M$1.1M-$19.3K2026-11-04
Signal Advisors Wealth, LLC
INCREASED12,73212,082+650+5%$981.9K$1.1M+$114.1K2026-10-13
Mogy Joel R Investment Counsel Inc
UNCHANGED12,70012,70000%$1.0M$1.1M+$61.1K2026-10-13
Cullen Investment Group, Ltd.
DECREASED12,69212,739-470%$1.0M$1.1M+$104.3K2026-10-13
DB&C Advisors, LLC
INCREASED12,67612,616+60+0%$1.0M$1.1M+$65.8K2026-10-26
Mitchell Sinkler & Starr
INCREASED12,67612,643+33+0%$1.0M$1.1M+$63.6K2026-10-13
Willis Investment Counsel
INCREASED12,66712,664+3+0%$1.0M$1.1M+$61.2K2026-10-20
Accredited Investors Inc.
DECREASED12,66613,300-634-5%$1.1M$1.1M+$9.5K2026-11-03
Lester Murray Antman dba SimplyRich
DECREASED12,66319,959-7,296-37%$1.0M$1.1M+$64.4K2026-11-06
Victory Financial Group, LLC
INCREASED12,64410,836+1,808+17%$880.6K$1.1M+$207.8K2026-10-27
Balefire, LLC
DECREASED12,64012,659-190%$1.0M$1.1M+$59.3K2026-10-09
Pioneer Trust Bank N A
UNCHANGED12,63912,63900%$1.0M$1.1M+$60.8K2026-11-06
Foster Dykema Cabot & Partners, LLC
INCREASED12,62911,938+691+6%$976.5K$1.1M+$117.4K2026-10-30
MV Capital Management, Inc.
DECREASED12,62213,039-417-3%$1.1M$1.1M+$26.8K2026-10-29
Swiss RE LTD
INCREASED12,6057,669+4,936+64%$623.3K$1.1M+$461.8K2026-11-06
Alpha Omega Wealth Management LLC
DECREASED12,60412,606-20%$1.0M$1.1M+$60.5K2026-10-23
Pine Haven Investment Counsel, Inc
UNCHANGED12,59712,59700%$1.0M$1.1M+$60.6K2026-11-02
Granite Islands Private Wealth, LLC
INCREASED12,58012,245+335+3%$995.1K$1.1M+$87.8K2026-10-16
Platform Technology Partners
DECREASED12,58012,778-198-2%$1.0M$1.1M+$44.5K2026-11-02
Everest Financial Group LLC
DECREASED12,55512,680-125-1%$1.0M$1.1M+$50.4K2026-11-06
WBI Investments, LLC
DECREASED12,52214,657-2,135-15%$1.2M$1.1M-$113.3K2026-11-05
Central Pacific Bank - Trust Division
DECREASED12,41516,368-3,953-24%$1.3M$1.1M-$261.5K2026-10-06
Trust Co of the South
INCREASED12,40811,753+655+6%$955.2K$1.1M+$112.9K2026-10-21
Investment Partners Asset Management, Inc.
UNCHANGED12,39912,39900%$1.0M$1.1M+$59.6K2026-10-09
Fulton Breakefield Broenniman LLC
DECREASED12,38312,440-570%$1.0M$1.1M+$55.0K2026-11-03
Intrua Financial, LLC
DECREASED12,32013,238-918-7%$1.1M$1.1M-$15.3K2026-10-28
Hendershot Investments Inc.
DECREASED12,31212,512-200-2%$1.0M$1.1M+$43.0K2026-11-05
Detalus Advisors, LLC
DECREASED12,30612,418-112-1%$1.0M$1.1M+$50.1K2026-10-15
Interchange Capital Partners, LLC
INCREASED12,30110,975+1,326+12%$892.0K$1.1M+$166.9K2026-10-28
LeConte Wealth Management, LLC
INCREASED12,29411,868+426+4%$964.5K$1.1M+$93.8K2026-10-20
Hollow Brook Wealth Management LLC
INCREASED12,2706,787+5,483+81%$555.2K$1.1M+$507.5K2026-10-29
SkyOak Wealth, LLC
DECREASED12,25712,682-425-3%$1.0M$1.1M+$24.4K2026-10-28
AGH Wealth Advisors, LLC
INCREASED12,23611,257+979+9%$914.9K$1.1M+$138.4K2026-10-26
Enhancing Capital LLC
UNCHANGED12,23012,23000%$993.9K$1.1M+$58.8K2026-10-26
Financial Management Professionals, Inc.
DECREASED12,21912,284-65-1%$1.0M$1.1M+$53.3K2026-10-23
Great Diamond Partners, LLC
DECREASED12,21012,419-209-2%$1.0M$1.1M+$41.7K2026-10-13
Stableford Capital II LLC
DECREASED12,20012,399-199-2%$1.0M$1.1M+$42.5K2026-10-09
Cromwell Holdings LLC
DECREASED12,15413,228-1,074-8%$1.1M$1.1M-$28.8K2026-10-28
Aries Wealth Management
DECREASED12,14912,151-20%$987.5K$1.0M+$58.3K2026-10-23
Occidental Asset Management, LLC
INCREASED12,13211,456+676+6%$931.0K$1.0M+$113.3K2026-11-05
Clear Creek Financial Management, LLC
INCREASED12,10811,848+260+2%$963.4K$1.0M+$79.3K2026-10-28
New Hampshire Trust
DECREASED12,10812,156-480%$987.9K$1.0M+$54.3K2026-10-20
Income Insurance Ltd
UNCHANGED12,08412,08400%$982.1K$1.0M+$58.1K2026-10-21
Paladin Wealth, LLC
INCREASED12,07011,449+621+5%$930.5K$1.0M+$108.6K2026-10-23
Allegheny Financial Group
DECREASED12,06812,354-286-2%$1.0M$1.0M+$34.7K2026-11-05
Peachtree Investment Partners, LLC
INCREASED12,05911,021+1,038+9%$895.7K$1.0M+$142.3K2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED12,05512,056-10%$979.8K$1.0M+$57.9K2026-10-22
SAX Wealth Advisors, LLC
INCREASED12,0356,994+5,041+72%$531.9K$1.0M+$504.0K2026-10-13
Embree Financial Group
INCREASED11,97910,595+1,384+13%$861.1K$1.0M+$170.1K2026-10-22
Collaborative Fund Advisors, LLC
INCREASED11,9546,891+5,063+73%$560.0K$1.0M+$469.0K2026-11-02
First Command Advisory Services, Inc.
DECREASED11,94815,045-3,097-21%$1.2M$1.0M-$189.8K2026-11-05
Eagle Strategies LLC
DECREASED11,94611,993-470%$974.7K$1.0M+$53.7K2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED11,90811,611+297+3%$943.7K$1.0M+$81.3K2026-10-26
Aspiriant, LLC
DECREASED11,89312,454-561-4%$1.0M$1.0M+$11.6K2026-10-16
Balboa Wealth Partners
INCREASED11,87611,095+781+7%$901.7K$1.0M+$120.6K2026-10-20
Sawgrass Asset Management LLC
DECREASED11,87312,305-432-4%$1.0M$1.0M+$22.0K2026-11-03
Cahaba Wealth Management, Inc.
INCREASED11,84911,705+144+1%$951.3K$1.0M+$68.7K2026-10-26
LifeGoal Investments, LLC
NEW11,824—+11,824——$1.0M—2026-10-09
Cornerstone Management, Inc.
DECREASED11,80512,085-280-2%$982.2K$1.0M+$34.0K2026-10-16
Enterprise Financial Services Corp
INCREASED11,76511,747+18+0%$954.7K$1.0M+$58.1K2026-11-03
Colonial River Investments, LLC
INCREASED11,74111,640+101+1%$946.0K$1.0M+$64.7K2026-10-19
Manchester Capital Management LLC
INCREASED11,69811,650+48+0%$946.8K$1.0M+$60.2K2026-10-22
Hunter Associates Investment Management LLC
DECREASED11,68311,741-580%$955.0K$1.0M+$50.0K2026-10-26
Root Financial Partners, LLC
INCREASED11,68011,377+303+3%$924.6K$1.0M+$80.8K2026-10-21
FSM Wealth Advisors, LLC
INCREASED11,65911,458+201+2%$931.2K$1.0M+$92.2K2026-10-27
Hardin Capital Partners, LLC
INCREASED11,63211,075+557+5%$902.0K$1.0M+$99.2K2026-10-09
55 North Private Wealth, LLC
INCREASED11,6298,239+3,390+41%$669.6K$1.0M+$331.5K2026-10-20
Bradyco, Inc.
UNCHANGED11,61511,61500%$944.0K$999.8K+$55.9K2026-11-03
Alken Asset Management Ltd
UNCHANGED11,60011,60000%$959$1.0M+$1.0M2026-10-20
Compass Ion Advisors, LLC
DECREASED11,57711,760-183-2%$955.8K$996.6K+$40.8K2026-10-23
Ballast, Inc.
UNCHANGED11,52811,52800%$936.9K$992.3K+$55.4K2026-10-20
William Allan Corp
DECREASED11,50112,007-506-4%$975.8K$990.0K+$14.2K2026-10-14
Lindsell Train Ltd
DECREASED11,50012,000-500-4%$975.2K$989.9K+$14.7K2026-11-02
Clearstead Trust, LLC
UNCHANGED11,48711,48700%$933.5K$988.8K+$55.3K2026-11-06
Archer Investment Corp
DECREASED11,47011,528-580%$936.9K$987.3K+$50.4K2026-11-05
Chemistry Wealth Management LLC
DECREASED11,44711,965-518-4%$972.4K$985.4K+$13.0K2026-10-16
Bank of New Hampshire
DECREASED11,42011,570-150-1%$940.3K$983.0K+$42.7K2026-10-06
IVC Wealth Advisors LLC
DECREASED11,36112,035-674-6%$978.1K$978.0K-$1292026-10-23
Nadler Financial Group, Inc.
INCREASED11,3565,827+5,529+95%$473.6K$977.5K+$503.9K2026-10-23
Trueblood Wealth Management, LLC
DECREASED11,33311,371-380%$924.1K$975.6K+$51.4K2026-10-23
Appleton Partners Inc
UNCHANGED11,27211,27200%$916.0K$970.0K+$54.0K2026-10-30
Richwood Investment Advisors, LLC
DECREASED11,24811,589-341-3%$941.8K$968.3K+$26.5K2026-10-30
Flynn Zito Capital Management, LLC
DECREASED11,23911,430-191-2%$928.9K$967.5K+$38.5K2026-11-04
Franklin Street Advisors Inc
INCREASED11,18211,032+150+1%$896.6K$962.5K+$66.0K2026-10-13
Bangor Savings Bank
INCREASED11,14511,140+5+0%$905.3K$959.4K+$54.0K2026-10-06
Cornerstone National Bank & Trust Co
DECREASED11,14412,747-1,603-13%$1.0M$959.5K-$76.7K2026-10-20
Sound Income Strategies, LLC
INCREASED11,11810,689+429+4%$868.7K$975.8K+$107.2K2026-10-09
Investment House LLC
DECREASED11,11116,444-5,333-32%$1.3M$956.4K-$380.0K2026-10-21
Centurion Wealth Management LLC
INCREASED11,11011,075+35+0%$900.0K$956.4K+$56.3K2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED11,09910,113+986+10%$821.9K$955.6K+$133.7K2026-10-09
Consilium Wealth Advisory, LLC
NEW11,079—+11,079——$953.7K—2026-10-14
Woodward Diversified Capital, LLC
DECREASED11,07911,488-409-4%$933.6K$953.7K+$20.1K2026-10-21
Ticino Wealth
INCREASED11,07910,967+112+1%$891.3K$953.7K+$62.4K2026-10-13
Virtue Capital Management, LLC
DECREASED11,06811,102-340%$902.3K$952.7K+$50.4K2026-10-29
Formidable Asset Management, LLC
INCREASED11,06311,062+1+0%$841.3K$899.1K+$57.8K2026-11-03
Rose Capital Advisors LLC
INCREASED11,0243,398+7,626+224%$276.1K$949.0K+$672.9K2026-11-04
Whalen Wealth Management Inc.
INCREASED11,02010,658+362+3%$866.2K$948.6K+$82.4K2026-10-08
Sather Financial Group Inc
DECREASED11,00411,523-519-4%$936.5K$947.2K+$10.8K2026-10-30
Cove Private Wealth, LLC
INCREASED10,95910,412+547+5%$846.2K$943.4K+$97.2K2026-10-28
Wolff Financial Management LLC
DECREASED10,95011,059-109-1%$898.8K$942.6K+$43.8K2026-10-23
BCS Wealth Management
INCREASED10,94110,646+295+3%$865.1K$941.7K+$76.6K2026-11-03
BridgePort Financial Solutions, LLC
INCREASED10,9189,296+1,622+17%$755.5K$939.8K+$184.4K2026-11-02
Quadrant Private Wealth Management, LLC
NEW10,886—+10,886——$942.9K—2026-11-04
Greg Jennings, LLC
NEW10,879—+10,879——$936.5K—2026-10-19
Congress Asset Management Co
DECREASED10,86911,006-137-1%$894.5K$935.6K+$41.1K2026-10-06
Private Capital Advisors, Inc.
UNCHANGED10,81110,81100%$878.6K$930.6K+$52.0K2026-10-06
Institute for Wealth Management, Llc.
INCREASED10,76910,508+261+2%$854.0K$927.0K+$73.0K2026-11-06
Jackson Square Capital, LLC
DECREASED10,74010,772-320%$875.4K$924.5K+$49.1K2026-10-19
Strategic Advisors LLC
INCREASED10,73610,718+18+0%$871.1K$924.1K+$53.1K2026-10-13
Cypress Wealth Services, LLC
DECREASED10,71913,373-2,654-20%$1.1M$923.6K-$163.2K2026-10-21
Alessandra Capital Management, LLC
INCREASED10,69310,398+295+3%$845.0K$920.5K+$75.4K2026-10-30
Annex Advisory Services, LLC
INCREASED10,68510,505+180+2%$853.8K$919.8K+$66.0K2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED10,6799,506+1,173+12%$772.5K$919.2K+$146.7K2026-10-20
Sard Wealth Management Group, LLC
INCREASED10,63410,089+545+5%$820.0K$915.4K+$95.4K2026-10-16
MBA Advisors LLC
INCREASED10,55510,523+32+0%$855.2K$908.6K+$53.4K2026-10-29
TMB Capital Partners, LLC
INCREASED10,54710,532+15+0%$856.0K$907.9K+$52.0K2026-10-20
Patriot Investment Management Group, Inc.
DECREASED10,53910,566-270%$858.7K$907.2K+$48.5K2026-10-15
McKinley Carter Wealth Services, Inc.
DECREASED10,52210,787-265-2%$876.6K$905.7K+$29.1K2026-10-16
Townsend & Associates, Inc
DECREASED10,50313,680-3,177-23%$1.1M$986.2K-$137.1K2026-10-23
Uptick Partners, LLC
INCREASED10,50310,340+163+2%$840.4K$904.1K+$63.7K2026-11-04
SYM Financial Corp
INCREASED10,4759,743+732+8%$791.8K$901.7K+$109.9K2026-10-26
Redmond Asset Management, LLC
DECREASED10,42510,848-423-4%$881.6K$897.4K+$15.7K2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED10,41410,466-520%$850.6K$896.4K+$45.9K2026-10-16
Cowa, LLC
DECREASED10,41210,413-10%$846.3K$896.3K+$50.1K2026-10-30
HCR Wealth Advisors
INCREASED10,39910,082+317+3%$819.4K$895.1K+$75.8K2026-10-15
Hardworking Capital Advisors, LLC
DECREASED10,34011,332-992-9%$920.9K$890.1K-$30.8K2026-10-20
Cornerstone Advisory, LLC
INCREASED10,3279,410+917+10%$764.8K$888.9K+$124.2K2026-11-06
Lederer & Associates Investment Counsel
UNCHANGED10,31710,31700%$838.0K$888.0K+$50.0K2026-10-23
Focused Alpha, LLC
INCREASED10,3002,950+7,350+249%$239.7K$886.7K+$646.9K2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED10,30010,220+80+1%$831.0K$887.0K+$56.0K2026-10-14
Allen Capital Group, LLC
INCREASED10,29010,067+223+2%$818.1K$885.8K+$67.6K2026-10-27
Werba Rubin Papier Wealth Management
INCREASED10,2649,382+882+9%$762.5K$883.5K+$121.0K2026-11-06
B.A. Schrock Wealth Management, Inc.
NEW10,256—+10,256——$883.0K—2026-10-15
Lakeshore Financial Planning, Inc.
DECREASED10,25510,376-121-1%$843.5K$882.7K+$39.2K2026-10-13
Hamilton Capital, LLC
DECREASED10,22610,317-91-1%$838.5K$880.3K+$41.8K2026-10-08
Peoples Bank
DECREASED10,19410,224-300%$830.9K$877.5K+$46.6K2026-10-09
GHP Investment Advisors, Inc.
DECREASED10,18211,198-1,016-9%$910.0K$876.4K-$33.6K2026-10-15
Sunpointe, LLC
DECREASED10,17111,255-1,084-10%$914.7K$875.6K-$39.1K2026-10-22
Laurel OAK Wealth Management, LLC
DECREASED10,14710,159-120%$825.6K$873.5K+$47.8K2026-10-19
Quantum Financial Advisors, LLC
INCREASED10,1469,743+403+4%$791.8K$873.4K+$81.6K2026-11-03
Hickory Point Bank & Trust
DECREASED10,12110,348-227-2%$841.0K$871.2K+$30.2K2026-10-01
First National Bank of Mount Dora, Trust Investment Services
INCREASED10,11110,044+67+1%$816.3K$870.4K+$54.1K2026-10-21
Grant Private Wealth Management Inc
INCREASED10,1049,844+260+3%$800.0K$869.8K+$69.7K2026-10-19
Essex Investment Management Co LLC
DECREASED10,04510,557-512-5%$858.0K$864.7K+$6.7K2026-10-19
Strata Wealth Advisors, LLC
INCREASED10,0219,727+294+3%$790.6K$862.7K+$72.1K2026-10-16
SBK Financial, Inc.
DECREASED10,00012,429-2,429-20%$1.0M$860.8K-$149.3K2026-11-02
Gibson Wealth Advisors LLC
UNCHANGED10,00010,00000%$812.7K$860.8K+$48.1K2026-10-20
Bingham Private Wealth, LLC
INCREASED9,9919,501+490+5%$772.1K$860.0K+$87.9K2026-11-05
Stone Summit Wealth LLC
DECREASED9,96610,267-301-3%$834.4K$857.9K+$23.5K2026-10-14
Hilton Head Capital Partners, LLC
DECREASED9,96311,473-1,510-13%$932.4K$857.6K-$74.8K2026-10-23
Prentice Wealth Management LLC
DECREASED9,92010,340-420-4%$840.3K$853.9K+$13.6K2026-10-20
First National Bank Sioux Falls
INCREASED9,8968,969+927+10%$674.3K$851.8K+$177.6K2026-10-13
HF Advisory Group, LLC
DECREASED9,8759,943-68-1%$808.0K$850.0K+$42.0K2026-10-09
Saratoga Research & Investment Management
UNCHANGED9,8499,84900%$800.4K$847.8K+$47.4K2026-10-16
Castleview Partners, LLC
INCREASED9,8118,548+1,263+15%$694.7K$844.6K+$149.9K2026-10-09
Bayban
UNCHANGED9,7969,79600%$796.1K$796.1K$02026-11-05
KPP Advisory Services LLC
DECREASED9,79217,504-7,712-44%$1.4M$842.9K-$579.7K2026-10-26
Foster Group, Inc.
DECREASED9,7879,873-86-1%$802.4K$842.4K+$40.1K2026-10-13
Old Port Advisors
INCREASED9,7699,607+162+2%$780.8K$840.9K+$60.2K2026-10-23
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED9,74811,523-1,775-15%$936.5K$839.1K-$97.4K2026-10-21
Ellis Investment Partners, LLC
INCREASED9,7389,666+72+1%$785.6K$838.3K+$52.7K2026-10-21
Allen Wealth Management, LLC
DECREASED9,69111,466-1,775-15%$931.9K$834.2K-$97.6K2026-10-29
PCG Asset Management, LLC
INCREASED9,6614,465+5,196+116%$365.2K$836.7K+$471.5K2026-11-05
Cross Staff Investments Inc
UNCHANGED9,6509,65000%$784.3K$830.7K+$46.4K2026-10-22
Telos Capital Management, Inc.
DECREASED9,6409,654-140%$784.6K$829.8K+$45.2K2026-11-02
PFG Advisors
DECREASED9,6319,795-164-2%$796.1K$829.0K+$33.0K2026-10-16
Hemming& Wealth Management, Inc.
UNCHANGED9,6309,63000%$787.7K$834.1K+$46.3K2026-10-20
Earned Wealth Advisors, LLC
INCREASED9,6177,655+1,962+26%$622.1K$827.8K+$205.7K2026-11-06
Hendley & Co Inc
UNCHANGED9,5769,57600%$778.0K$824.0K+$46.0K2026-10-29
Riverbend Wealth Management, LLC
DECREASED9,5629,788-226-2%$795.5K$823.1K+$27.6K2026-10-15
American National Bank of Texas
DECREASED9,54110,398-857-8%$845.0K$821.3K-$23.8K2026-10-07
Tuttle Capital Management, LLC
INCREASED9,5403,542+5,998+169%$287.9K$821.2K+$533.3K2026-10-21
Revolve Wealth Partners, LLC
INCREASED9,5229,207+315+3%$748.3K$819.7K+$71.4K2026-10-23
Iams Wealth Management, LLC
NEW9,489—+9,489——$816.8K—2026-10-15
Directional Asset Management
INCREASED9,4829,472+10+0%$769.8K$816.2K+$46.4K2026-10-22
Rahlfs Capital, LLC
UNCHANGED9,4519,45100%$768.1K$813.5K+$45.5K2026-10-23
WoodTrust Financial Corp
DECREASED9,43110,631-1,200-11%$864.0K$812.0K-$52.0K2026-10-09
Nemes Rush Group LLC
DECREASED9,3579,454-97-1%$768.4K$805.5K+$37.1K2026-11-04
Argent Capital Management LLC
UNCHANGED9,3109,31000%$756.6K$801.4K+$44.8K2026-10-05
Cambridge Advisors Inc.
DECREASED9,3059,433-128-1%$766.6K$800.9K+$34.4K2026-10-19
Councilmark Asset Management, LLC
UNCHANGED9,3029,30200%$756.0K$800.7K+$44.7K2026-10-20
CWS Financial Advisors, LLC
DECREASED9,2779,482-205-2%$770.6K$798.6K+$28.0K2026-10-16
Patrick M Sweeney & Associates, Inc
INCREASED9,2779,241+36+0%$751.0K$798.5K+$47.5K2026-10-22
Northstar Asset Management Co
DECREASED9,2759,525-250-3%$783.4K$859.6K+$76.2K2026-10-22
Kagan Cocozza Asset Management
DECREASED9,2709,802-532-5%$796.6K$798.0K+$1.4K2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED9,2687,514+1,754+23%$610.7K$797.8K+$187.1K2026-10-16
Roman Butler Fullerton & Co
INCREASED9,2659,258+7+0%$780.0K$865.6K+$85.6K2026-10-27
Connecticut Wealth Management, LLC
DECREASED9,2039,528-325-3%$774.3K$792.2K+$17.9K2026-10-13
Zullo Investment Group, Inc.
INCREASED9,1959,041+154+2%$734.8K$791.5K+$56.7K2026-10-20
First Bancorp, Inc
DECREASED9,1889,495-307-3%$771.7K$790.9K+$19.2K2026-10-26
Inlet Private Wealth, LLC
UNCHANGED9,1639,16300%$744.7K$788.7K+$44.1K2026-10-21
Horst & Graben Wealth Management LLC
DECREASED9,1109,339-229-2%$759.1K$784.2K+$25.1K2026-11-02
Base Wealth Management LLC
DECREASED9,1059,145-400%$743.2K$783.7K+$40.5K2026-10-21
Jmac Enterprises LLC
UNCHANGED9,1009,10000%$739.6K$783.3K+$43.8K2026-10-30
Capital Square, LLC
UNCHANGED9,0889,08800%$758.8K$782.3K+$23.5K2026-10-19
Walker Financial Services, Inc.
DECREASED9,08711,396-2,309-20%$926.2K$782.2K-$144.0K2026-10-26
Acima Private Wealth, LLC
UNCHANGED9,0669,06600%$736.8K$780.4K+$43.6K2026-10-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED9,0577,698+1,359+18%$625.6K$779.6K+$154.0K2026-10-28
Gilman Hill Asset Management, LLC
DECREASED9,0499,557-508-5%$776.7K$778.9K+$2.2K2026-10-13
Westbourne Investment Advisors, Inc.
INCREASED9,0158,615+400+5%$700.1K$776.0K+$75.9K2026-10-20
Banque de Luxembourg S.A.
INCREASED8,9923,432+5,560+162%$278.9K$774.0K+$495.1K2026-10-14
Legacy Edge Advisors, LLC
INCREASED8,9738,769+204+2%$712.6K$772.4K+$59.7K2026-11-06
Journey Advisory Group, LLC
INCREASED8,9688,950+18+0%$727.4K$772.0K+$44.6K2026-11-04
Quadcap Wealth Management, LLC
INCREASED8,9167,739+1,177+15%$629.0K$767.4K+$138.4K2026-11-02
Rise Advisors, LLC
INCREASED8,8877,524+1,363+18%$611.5K$765.0K+$153.5K2026-10-16
Ferguson Shapiro LLC
INCREASED8,8758,818+57+1%$716.6K$763.9K+$47.3K2026-10-16
Canopy Partners, LLC
INCREASED8,8378,209+628+8%$667.1K$760.7K+$93.5K2026-10-28
Searle & Co.
DECREASED8,7968,952-156-2%$727.5K$757.2K+$29.7K2026-11-04
Ti-Trust, Inc
UNCHANGED8,7888,78800%$714.2K$756.5K+$42.3K2026-10-21
XXI Wealth, LLC
INCREASED8,7847,111+1,673+24%$577.9K$756.1K+$178.2K2026-10-22
Founders Capital Management
INCREASED8,7698,707+62+1%$707.6K$754.8K+$47.2K2026-10-13
May Hill Capital, LLC
INCREASED8,7578,496+261+3%$690.5K$753.8K+$63.3K2026-11-03
Jnba Financial Advisors
DECREASED8,7539,346-593-6%$759.6K$753.5K-$6.1K2026-11-03
SevenBridge Financial Group, LLC
DECREASED8,7498,821-72-1%$767.9K$817.9K+$50.1K2026-10-26
Hidden Cove Wealth Management, LLC
INCREASED8,7418,524+217+3%$692.7K$752.4K+$59.7K2026-10-19
Stockman Wealth Management, Inc.
DECREASED8,7268,746-200%$710.8K$751.1K+$40.3K2026-10-27
Blue Zone Wealth Advisors, LLC
DECREASED8,70610,979-2,273-21%$892.3K$749.4K-$142.9K2026-10-19
BCU Wealth Advisors, LLC
DECREASED8,7048,729-250%$709.4K$749.2K+$39.8K2026-10-16
Snider Financial Group
UNCHANGED8,6998,69900%$707.0K$748.8K+$41.8K2026-10-16
Investors Research Corp
DECREASED8,6869,108-422-5%$740.2K$747.7K+$7.5K2026-10-07
Powell Investment Advisors, LLC
INCREASED8,6868,684+2+0%$710.4K$752.3K+$41.9K2026-10-22
111 Capital
DECREASED8,67631,042-22,366-72%$2.5M$746.8K-$1.8M2026-11-03
KW Wealth Management LLC
NEW8,669—+8,669——$746.3K—2026-10-28
Firestone Capital Management
DECREASED8,6658,696-310%$706.7K$745.9K+$39.1K2026-11-03
Sun Group Wealth Partners
UNCHANGED8,6608,66000%$703.8K$745.5K+$41.7K2026-10-26
Worthington Financial Partners, LLC
DECREASED8,6448,853-209-2%$719.5K$744.1K+$24.6K2026-10-13
SRH Advisors, LLC
INCREASED8,5528,536+16+0%$693.7K$736.2K+$42.4K2026-10-22
Integrity Advisory Solutions, LLC
INCREASED8,5378,175+362+4%$664.4K$734.9K+$70.4K2026-10-29
Alpine Bank Wealth Management
INCREASED8,5297,969+560+7%$647.6K$734.2K+$86.5K2026-10-16
First Heartland Consultants, Inc.
INCREASED8,5126,644+1,868+28%$540.0K$732.7K+$192.8K2026-10-08
Jeppson Wealth Management, LLC
DECREASED8,4698,869-400-5%$720.8K$729.0K+$8.2K2026-10-20
Armstrong, Fleming & Moore, Inc
UNCHANGED8,4648,46400%$687.9K$728.6K+$40.7K2026-10-28
Tarbox Family Office, Inc.
UNCHANGED8,4398,43900%$685.8K$726.4K+$40.6K2026-10-23
Yoffe Investment Management, LLC
UNCHANGED8,4268,42600%$684.8K$725.3K+$40.5K2026-11-02
Titleist Asset Management, LLC
INCREASED8,4077,389+1,018+14%$600.8K$723.6K+$122.8K2026-10-08
Kelleher Financial Advisors
DECREASED8,3958,916-521-6%$724.6K$722.7K-$2.0K2026-10-30
Instrumental Wealth, LLC
INCREASED8,3866,921+1,465+21%$562.5K$721.9K+$159.4K2026-10-20
Orser Capital Management, LLC
INCREASED8,3838,368+15+0%$680.1K$721.6K+$41.5K2026-10-13
American National Bank & Trust
INCREASED8,3636,070+2,293+38%$493.3K$719.9K+$226.6K2026-10-07
Verus Capital Partners, LLC
DECREASED8,3548,691-337-4%$706.3K$719.1K+$12.8K2026-11-03
180 Wealth Advisors, LLC
DECREASED8,3508,450-100-1%$686.7K$718.8K+$32.0K2026-11-03
Wilkins Miller Wealth Management, LLC
DECREASED8,3498,502-153-2%$690.9K$718.7K+$27.8K2026-10-13
Moisand Fitzgerald Tamayo, LLC
INCREASED8,3388,192+146+2%$665.8K$717.7K+$52.0K2026-10-15
First County Bank
DECREASED8,3378,341-40%$677.9K$717.6K+$39.8K2026-10-13
Natural Investments, LLC
INCREASED8,3346,739+1,595+24%$547.0K$717.4K+$170.4K2026-11-06
Y.D. More Investments Ltd
DECREASED8,3328,704-372-4%$707.3K$717.2K+$10.0K2026-11-02
Salvus Wealth Management, LLC
INCREASED8,3177,190+1,127+16%$584.3K$715.9K+$131.6K2026-10-13
Camden National Bank
DECREASED8,3098,459-150-2%$687.5K$715.2K+$27.8K2026-11-02
Keudell ison Wealth Management
INCREASED8,2738,260+13+0%$671.3K$712.1K+$40.9K2026-10-16
Arbor Wealth Advisors LLC
UNCHANGED8,2658,26500%$671.7K$711.5K+$39.8K2026-10-09
Three Seasons Wealth, LLC
INCREASED8,2598,228+31+0%$668.7K$711.0K+$42.2K2026-11-03
Gratus Wealth Advisors, LLC
INCREASED8,2508,127+123+2%$660.5K$710.1K+$49.7K2026-10-26
True North Advisors, LLC
DECREASED8,2348,753-519-6%$711.4K$712.6K+$1.3K2026-10-22
Global Financial Private Client, LLC
INCREASED8,2308,154+76+1%$662.7K$708.5K+$45.8K2026-10-15
Dominguez Wealth Management Solutions, Inc.
DECREASED8,2248,303-79-1%$674.8K$707.9K+$33.1K2026-10-07
Winthrop Advisory Group LLC
INCREASED8,2226,409+1,813+28%$523.6K$712.1K+$188.6K2026-10-22
Ifrah Financial Services, Inc.
DECREASED8,2208,241-210%$669.8K$707.6K+$37.8K2026-10-13
Raleigh Capital Management Inc.
INCREASED8,2188,038+180+2%$653.3K$707.4K+$54.2K2026-10-28
Prota Financial, LLC
DECREASED8,1948,349-155-2%$678.7K$705.5K+$26.8K2026-10-08
Wealth Preservation Advisors, LLC
DECREASED8,1848,186-20%$665.3K$704.5K+$39.2K2026-11-05
Amplius Wealth Advisors, LLC
INCREASED8,1486,400+1,748+27%$520.1K$701.4K+$181.3K2026-10-20
Opal Wealth Advisors, LLC
DECREASED8,14011,621-3,481-30%$944.4K$700.7K-$243.8K2026-10-16
Spinnaker Investment Group, LLC
DECREASED8,1268,800-674-8%$715.2K$699.5K-$15.7K2026-10-13
Montz Harcus Wealth Management LLC
DECREASED8,0928,269-177-2%$672.0K$696.5K+$24.5K2026-10-09
Onyx Bridge Wealth Group LLC
INCREASED8,0908,072+18+0%$656.0K$696.4K+$40.3K2026-10-16
Graves Light Lenhart Wealth, Inc.
DECREASED8,0468,503-457-5%$691.0K$692.6K+$1.6K2026-10-09
A. D. Beadell Investment Counsel, Inc.
UNCHANGED8,0458,04500%$653.0K$692.0K+$39.0K2026-10-14
Spectrum Strategic Capital Management, LLC
DECREASED8,0368,083-47-1%$657.0K$691.7K+$34.8K2026-10-22
apricus wealth, LLC
INCREASED8,0147,139+875+12%$580.2K$689.8K+$109.7K2026-10-26
Lazard Freres Gestion S.A.S.
UNCHANGED8,0008,00000%$650.0K$688.0K+$38.0K2026-11-03
Carrera Capital Advisors
INCREASED7,9947,821+173+2%$639.6K$692.3K+$52.7K2026-11-03
Riversedge Advisors, LLC
INCREASED7,9735,728+2,245+39%$465.5K$686.3K+$220.8K2026-10-09
Family Capital Management, Inc.
INCREASED7,9737,479+494+7%$607.8K$686.4K+$78.6K2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED7,9467,981-350%$648.6K$684.0K+$35.4K2026-10-20
Gladwyn Financial Advisors, Inc.
UNCHANGED7,9387,93800%$645.1K$683.3K+$38.2K2026-10-05
Financial Insights, Inc.
INCREASED7,9277,201+726+10%$585.2K$682.4K+$97.1K2026-10-27
Jacobsen Capital Management
INCREASED7,9187,906+12+0%$642.5K$681.6K+$39.1K2026-10-27
Fagan Associates, Inc.
DECREASED7,8898,707-818-9%$707.6K$679.1K-$28.5K2026-10-13
Curated Wealth Partners LLC
INCREASED7,8874,739+3,148+66%$385.1K$678.9K+$293.8K2026-10-15
Level Wealth Management LLC
UNCHANGED7,8767,87600%$644.3K$682.1K+$37.9K2026-10-23
Challenger Wealth Management
INCREASED7,8587,817+41+1%$635.3K$676.4K+$41.2K2026-10-30
TrustBank
DECREASED7,8558,101-246-3%$658.4K$676.2K+$17.8K2026-10-20
Dickmeyer Boyce Financial Management, Inc.
DECREASED7,8557,929-74-1%$644.4K$676.2K+$31.8K2026-10-08
Capital Advisors Wealth Management, LLC
INCREASED7,8457,290+555+8%$592.4K$675.3K+$82.9K2026-10-09
Advocate Group LLC
DECREASED7,81912,024-4,205-35%$977.2K$673.1K-$304.1K2026-10-19
Bradley & Co. Private Wealth Management, LLC
INCREASED7,8157,693+122+2%$629.3K$676.9K+$47.6K2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED7,7857,676+109+1%$623.8K$670.1K+$46.3K2026-10-19
Obsidian CIO, LLC
INCREASED7,7626,723+1,039+15%$546.4K$668.1K+$121.7K2026-11-05
Costello Asset Management, Inc
INCREASED7,7187,570+148+2%$615.2K$664.4K+$49.1K2026-10-30
Hughes Financial Services, LLC
INCREASED7,7147,525+189+3%$611.6K$716.0K+$104.5K2026-10-30
Fulcrum Capital LLC
UNCHANGED7,6807,68000%$624.2K$661.1K+$36.9K2026-10-15
Security Financial Services, Inc.
INCREASED7,6787,585+93+1%$616.4K$660.9K+$44.5K2026-10-29
Rosenberg Matthew Hamilton
DECREASED7,6617,925-264-3%$644.0K$659.5K+$15.4K2026-10-05
Compton Wealth Advisory Group, LLC
UNCHANGED7,6497,64900%$621.8K$658.5K+$36.8K2026-10-13
Union Savings Bank
UNCHANGED7,6107,61000%$618.5K$655.1K+$36.6K2026-10-14
Spirit of America Management Corp
UNCHANGED7,6007,60000%$617.7K$654.2K+$36.6K2026-10-14
Elevated Financial Group LLC
DECREASED7,59810,640-3,042-29%$864.7K$654.1K-$210.7K2026-10-16
Reynders McVeigh Capital Management, LLC
DECREASED7,5548,353-799-10%$679.0K$650.3K-$28.7K2026-10-30
Cache Advisors, LLC
INCREASED7,5365,431+2,105+39%$441.4K$648.7K+$207.3K2026-10-16
Elevatus Welath Management
INCREASED7,5227,393+129+2%$600.8K$647.4K+$46.6K2026-10-19
Hilltop National Bank
INCREASED7,5207,277+243+3%$591.4K$647.3K+$55.9K2026-10-14
Spartan Planning & Wealth Management
DECREASED7,5109,149-1,639-18%$743.5K$646.5K-$97.0K2026-10-13
Greenup Street Wealth Management LLC
INCREASED7,4916,919+572+8%$562.3K$644.9K+$82.6K2026-10-28
Symmetry Partners, LLC
INCREASED7,4564,537+2,919+64%$368.8K$641.9K+$273.1K2026-10-27
Global X Japan Co., Ltd.
DECREASED7,4487,900-452-6%$642.0K$641.1K-$9092026-10-21
Acorn Financial Advisory Services Inc
DECREASED7,4057,545-140-2%$613.2K$637.5K+$24.3K2026-11-02
Westside Investment Management, Inc.
UNCHANGED7,4007,40000%$601.4K$635.6K+$34.2K2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED7,3937,164+229+3%$582.2K$636.4K+$54.2K2026-11-02
1900 Wealth Management LLC
INCREASED7,3917,070+321+5%$574.6K$636.3K+$61.7K2026-10-13
First Financial Corp
DECREASED7,3637,388-250%$600.4K$633.8K+$33.4K2026-10-13
Nautilus Advisors LLC
INCREASED7,3087,270+38+1%$606.9K$629.0K+$22.1K2026-10-07
Auxano Advisors, LLC
INCREASED7,2927,242+50+1%$588.5K$627.7K+$39.2K2026-11-06
Breakwater Capital Group
INCREASED7,2877,276+11+0%$591.3K$627.3K+$36.0K2026-10-09
Retirement Guys Formula LLC
DECREASED7,27522,493-15,218-68%$1.8M$626.2K-$1.2M2026-10-26
Mountain Pacific Investment Advisers LLC
UNCHANGED7,2747,27400%$591.1K$626.1K+$35.0K2026-10-29
Cane Capital Partners, LLC
INCREASED7,2557,025+230+3%$570.9K$624.5K+$53.6K2026-10-23
Reflection Asset Management
INCREASED7,2347,104+130+2%$577.3K$622.7K+$45.4K2026-10-28
Approach Retirement Advisors, LLC
INCREASED7,2247,207+17+0%$585.7K$621.8K+$36.1K2026-10-22
Channel Wealth LLC
INCREASED7,2237,126+97+1%$579.1K$621.8K+$42.6K2026-11-06
Asahi Life Asset Management Co., Ltd.
DECREASED7,22114,302-7,081-50%$1.2M$621.6K-$540.7K2026-11-06
Crew Capital Management, Ltd
DECREASED7,2067,211-50%$586.0K$620.3K+$34.3K2026-10-28
Fairscale Capital, LLC
DECREASED7,1907,267-77-1%$594.6K$676.5K+$81.8K2026-11-04
Mlp3, LLC
INCREASED7,1805,774+1,406+24%$469.3K$618.1K+$148.8K2026-10-22
Paragon Capital Management Ltd
DECREASED7,1727,477-305-4%$607.7K$617.4K+$9.6K2026-10-09
NovaPoint Capital, LLC
DECREASED7,1488,380-1,232-15%$681.1K$615.3K-$65.7K2026-10-22
Investmark Advisory Group LLC
INCREASED7,1324,822+2,310+48%$391.9K$614.0K+$222.2K2026-10-27
Prairie Advisory, LLC
INCREASED7,1303,561+3,569+100%$289.4K$613.7K+$324.3K2026-10-19
Maple Capital Management, Inc.
INCREASED7,1297,077+52+1%$575.1K$613.6K+$38.5K2026-11-02
MFA Wealth Services
INCREASED7,1197,066+53+1%$574.3K$612.8K+$38.6K2026-10-14
Bill Few Associates, Inc.
INCREASED7,1187,102+16+0%$577.2K$612.7K+$35.6K2026-10-09
Vigilare Wealth Management
UNCHANGED7,1127,11200%$578.0K$612.2K+$34.2K2026-10-29
Cdkv Holdings LLC
UNCHANGED7,0877,08700%$576.0K$610.0K+$34.1K2026-10-28
Capital Management Associates, Inc
INCREASED7,0797,076+3+0%$575.1K$609.4K+$34.3K2026-10-20
Verity Asset Management, Inc.
DECREASED7,0727,430-358-5%$603.9K$608.7K+$4.9K2026-10-30
Catalyst Investment Management LLC
INCREASED7,0677,055+12+0%$573.4K$608.3K+$34.9K2026-10-21
Morey & Quinn Wealth Partners, LLC
INCREASED7,0637,001+62+1%$569.0K$608.0K+$39.0K2026-10-28
Elevate Wealth Advisory, Inc
INCREASED7,0516,996+55+1%$572.3K$610.7K+$38.4K2026-10-29
Summit Financial Wealth Advisors, LLC
DECREASED7,0347,039-50%$572.1K$605.5K+$33.4K2026-10-15
Advisortrust Partners, LLC
DECREASED7,0007,558-558-7%$614.2K$602.6K-$11.7K2026-11-02
StoryOne LLC
INCREASED6,9823,408+3,574+105%$277.0K$601.0K+$324.0K2026-10-13
Mattern Wealth Management LLC
UNCHANGED6,9816,98100%$567.3K$600.9K+$33.6K2026-11-04
Leo Wealth, LLC
NEW6,965—+6,965——$599.6K—2026-10-26
Latitude Advisors, LLC
INCREASED6,9636,635+328+5%$539.3K$599.3K+$60.1K2026-10-27
RMR Capital Management, LLC
UNCHANGED6,9576,95700%$565.4K$598.9K+$33.5K2026-10-23
Asset One Wealth Management LLC
INCREASED6,9385,197+1,741+34%$428.5K$597.2K+$168.7K2026-11-02
CDM Financial Counseling Services, Inc.
INCREASED6,9216,919+2+0%$562.3K$595.8K+$33.5K2026-10-15
Forza Wealth Management, LLC
INCREASED6,8976,198+699+11%$503.7K$593.7K+$90.0K2026-10-20
M. Kraus & Co
UNCHANGED6,8886,88800%$559.8K$592.9K+$33.1K2026-10-20
Fortis Group Advisors, LLC
INCREASED6,8876,525+362+6%$530.3K$645.4K+$115.1K2026-11-06
Asset Planning,Inc
INCREASED6,8836,841+42+1%$555.9K$592.5K+$36.5K2026-10-26
Semus Wealth Partners LLC
DECREASED6,8816,938-57-1%$563.9K$592.3K+$28.4K2026-10-22
New England Capital Financial Advisors LLC
INCREASED6,8746,852+22+0%$556.8K$591.7K+$34.9K2026-11-03
Falcon Wealth Planning
INCREASED6,8686,332+536+8%$514.6K$591.2K+$76.6K2026-11-06
Kaydan Wealth Management, Inc.
INCREASED6,8326,608+224+3%$537.0K$588.2K+$51.2K2026-10-08
Dagco, Inc.
DECREASED6,8326,849-170%$556.6K$588.1K+$31.5K2026-10-20
Landmark Wealth Management, LLC
UNCHANGED6,8276,82700%$554.8K$587.7K+$32.8K2026-11-03
Provident Wealth Management, LLC
DECREASED6,7626,957-195-3%$565.4K$582.1K+$16.7K2026-10-20
BlueChip Wealth Advisors LLC
INCREASED6,7536,478+275+4%$526.5K$581.3K+$54.8K2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED6,7506,811-61-1%$553.5K$581.0K+$27.5K2026-11-04
Fiduciary Financial Group, LLC
INCREASED6,7486,614+134+2%$537.5K$580.9K+$43.4K2026-10-13
Evermay Wealth Management LLC
DECREASED6,7467,368-622-8%$601.0K$582.8K-$18.3K2026-11-05
Elco Management Co., LLC
INCREASED6,7346,673+61+1%$542.3K$579.7K+$37.3K2026-10-14
Lantz Financial LLC
INCREASED6,7256,697+28+0%$544.3K$578.8K+$34.6K2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED6,7216,337+384+6%$515.0K$578.6K+$63.5K2026-10-14
Tennessee Valley Asset Management Partners
INCREASED6,7216,592+129+2%$535.8K$581.1K+$45.3K2026-11-03
Wealth Management Nebraska
NEW6,716—+6,716——$578.1K—2026-10-26
Navigate Wealth Management, LLC
DECREASED6,7157,038-323-5%$574.0K$591.3K+$17.2K2026-10-14
Optima Capital LLC
DECREASED6,7086,736-280%$549.8K$579.8K+$30.0K2026-10-29
Herold Advisors, Inc.
DECREASED6,7046,898-194-3%$559.0K$577.1K+$18.1K2026-10-19
Hartford Financial Management Inc.
DECREASED6,6828,848-2,166-24%$719.1K$575.2K-$143.9K2026-10-21
Old Mission Investment Co LLC
INCREASED6,6786,495+183+3%$531.3K$578.3K+$47.0K2026-10-22
Tempo Wealth, LLC
INCREASED6,6755,477+1,198+22%$445.1K$574.6K+$129.5K2026-10-14
Schear Investment Advisers, LLC
INCREASED6,6755,601+1,074+19%$455.2K$574.6K+$119.4K2026-10-14
Pacific Center for Financial Services
DECREASED6,6666,906-240-3%$561.3K$573.8K+$12.5K2026-10-15
Capital Advantage, Inc.
INCREASED6,6636,311+352+6%$512.9K$573.6K+$60.6K2026-10-14
Wealth Architects, LLC
INCREASED6,6616,165+496+8%$501.0K$573.4K+$72.4K2026-11-03
Duncker Streett & Co Inc
UNCHANGED6,6286,62800%$538.7K$570.5K+$31.9K2026-10-27
Decker Wealth Management LLC
INCREASED6,6085,162+1,446+28%$419.5K$568.8K+$149.3K2026-10-09
Arkfeld Wealth Strategies, L.L.C.
INCREASED6,6036,597+6+0%$547.2K$566.7K+$19.4K2026-10-19
Index Fund Advisors, Inc.
DECREASED6,5856,596-110%$536.1K$566.8K+$30.7K2026-11-05
Archford Capital Strategies, LLC
INCREASED6,5416,017+524+9%$489.0K$563.0K+$74.0K2026-10-19
KFA Private Wealth Group, LLC
INCREASED6,5416,480+61+1%$526.7K$563.1K+$36.4K2026-10-07
Huntleigh Advisors, Inc.
DECREASED6,5347,527-993-13%$611.7K$562.4K-$49.3K2026-11-03
James J. Burns & Company, LLC
INCREASED6,5286,525+3+0%$530.3K$562.0K+$31.6K2026-10-22
Ejmk Ventures LLC
INCREASED6,5184,901+1,617+33%$399.6K$562.8K+$163.3K2026-10-21
Firethorn Wealth Partners, LLC
DECREASED6,5016,892-391-6%$560.1K$559.6K-$5412026-10-14
Gibson Capital, LLC
UNCHANGED6,5016,50100%$528.3K$559.6K+$31.3K2026-10-23
Next Level Private LLC
INCREASED6,4986,205+293+5%$504.3K$559.3K+$55.1K2026-10-20
Braeburn Wealth Management LLC
INCREASED6,4906,115+375+6%$496.9K$558.7K+$61.8K2026-10-15
Bernardo Wealth Planning LLC
INCREASED6,4862,954+3,532+120%$240.1K$558.3K+$318.3K2026-10-23
Clarus Group, Inc.
INCREASED6,4756,447+28+0%$524.0K$557.3K+$33.4K2026-10-21
Integras Partners LLC
UNCHANGED6,4706,47000%$525.8K$556.9K+$31.1K2026-10-30
Cultivar Capital, Inc.
DECREASED6,4536,505-52-1%$528.7K$555.5K+$26.8K2026-10-14
Legacy Capital Wealth Partners, LLC
DECREASED6,4507,562-1,112-15%$614.6K$555.2K-$59.4K2026-10-21
Banyan Capital Management, Inc.
DECREASED6,4367,836-1,400-18%$636.8K$554.0K-$82.8K2026-11-05
Axiom Investment Management LLC
INCREASED6,4336,289+144+2%$511.0K$553.7K+$42.6K2026-11-03
Novem Group
DECREASED6,4206,555-135-2%$532.7K$552.6K+$19.9K2026-10-19
TrueWealth Advisors, LLC
DECREASED6,3846,564-180-3%$533.5K$549.5K+$16.1K2026-10-09
Matthew Goff Investment Advisor, LLC
UNCHANGED6,3776,37700%$518.3K$549.0K+$30.7K2026-10-13
Lyell Wealth Management, LP
INCREASED6,3455,779+566+10%$469.7K$546.2K+$76.5K2026-10-30
Caliber Wealth Management, LLC / KS
INCREASED6,3395,844+495+8%$474.9K$545.7K+$70.7K2026-11-04
Acropolis Investment Management, LLC
INCREASED6,3385,185+1,153+22%$421.4K$545.6K+$124.2K2026-10-08
Birch Financial Group, LLC
DECREASED6,3248,114-1,790-22%$659.4K$544.4K-$115.1K2026-10-27
New Covenant Trust Company, N.A.
INCREASED6,3155,466+849+16%$444.2K$543.6K+$99.4K2026-10-08
AMG Asset Management Group, Inc.
DECREASED6,3097,046-737-10%$572.6K$543.0K-$29.6K2026-10-21
Oceanside Advisors LLC
INCREASED6,3006,127+173+3%$497.9K$542.3K+$44.4K2026-11-03
Kwmg, LLC
INCREASED6,2936,170+123+2%$501.5K$541.7K+$40.3K2026-10-07
Providence Financial Advisors, LLC
UNCHANGED6,2936,29300%$511.4K$541.7K+$30.3K2026-11-06
Granite Investment Partners, LLC
UNCHANGED6,2916,29100%$511.3K$541.5K+$30.3K2026-11-04
Advisory Solutions Group, LLC
INCREASED6,2893,910+2,379+61%$317.8K$541.3K+$223.5K2026-10-14
Live Oak Private Wealth LLC
DECREASED6,2756,640-365-5%$539.6K$540.2K+$5192026-11-02
First Citizens Financial Corp
DECREASED6,2756,375-100-2%$518.1K$540.2K+$22.1K2026-10-02
Garrett Wealth Advisory Group, LLC
INCREASED6,2746,167+107+2%$501.2K$540.1K+$38.9K2026-10-22
Curtis Advisory Group, LLC
UNCHANGED6,2006,20000%$503.9K$533.7K+$29.8K2026-10-28
Lodestone Wealth Management LLC
DECREASED6,1986,264-66-1%$509.1K$533.6K+$24.5K2026-10-14
North Forty Two & Co.
UNCHANGED6,1976,19700%$503.6K$533.4K+$29.8K2026-10-19
Crescent Grove Advisors, LLC
INCREASED6,1796,172+7+0%$504.8K$535.2K+$30.3K2026-10-21
Bullock Wealth Management Group
INCREASED6,1685,970+198+3%$485.3K$531.1K+$45.8K2026-10-09
Destiny Wealth Partners, LLC
INCREASED6,1543,762+2,392+64%$329.5K$589.7K+$260.2K2026-11-05
Vann Equity Management LLC
DECREASED6,14610,579-4,433-42%$859.8K$529.0K-$330.7K2026-10-08
Kuhn & Co Investment Counsel
INCREASED6,1466,050+96+2%$491.7K$529.0K+$37.4K2026-10-29
LexAurum Advisors, LLC
INCREASED6,1355,950+185+3%$483.5K$528.1K+$44.5K2026-10-19
Hardy Reed LLC
INCREASED6,1342,757+3,377+122%$224.1K$528.0K+$304.0K2026-11-06
MRA Advisory Group
DECREASED6,12318,980-12,857-68%$1.5M$527.1K-$1.0M2026-10-07
Colton Groome Financial Advisors, LLC
DECREASED6,1196,198-79-1%$503.7K$526.7K+$23.0K2026-10-06
Van Cleef Asset Management,Inc
UNCHANGED6,1186,11800%$497.2K$526.6K+$29.4K2026-10-20
Golden State Wealth Management, LLC
INCREASED6,1015,926+175+3%$481.6K$525.2K+$43.6K2026-11-02
LSV Asset Management
NEW6,100—+6,100——$525.0K—2026-11-06
Landaas & Co
DECREASED6,1006,250-150-2%$507.9K$525.1K+$17.2K2026-10-29
BankPlus Wealth Management LLC
INCREASED6,0886,032+56+1%$490.3K$524.1K+$33.8K2026-10-13
Community Financial Services Group, LLC
DECREASED6,0366,045-90%$491.4K$519.7K+$28.3K2026-10-15
Crescent Sterling, Ltd.
INCREASED6,0315,973+58+1%$485.4K$519.2K+$33.8K2026-10-16
Rooted Wealth Advisors, Inc.
UNCHANGED6,0226,02200%$489.4K$489.4K$02026-11-03
First Growth Capital LLC
INCREASED6,0155,911+104+2%$480.4K$517.7K+$37.4K2026-10-15
Oakmont Investment Advisors, Inc.
INCREASED6,0115,864+147+3%$476.6K$517.6K+$41.0K2026-10-21
Global Assets Advisory, LLC
DECREASED5,9916,086-95-2%$495.6K$517.1K+$21.5K2026-10-28
Optivise Advisory Services LLC
INCREASED5,9885,796+192+3%$471.0K$515.4K+$44.4K2026-10-19
RW Investment Management LLC
INCREASED5,9845,920+64+1%$481.1K$515.1K+$34.0K2026-11-03
Sava Infond d.o.o.
UNCHANGED5,9805,98000%$486.0K$514.8K+$28.8K2026-10-28
Wealth Dimensions Group, Ltd.
DECREASED5,9785,998-200%$487.4K$514.6K+$27.2K2026-11-02
Cooper S Advisors, LLC
INCREASED5,9665,845+121+2%$475.0K$513.5K+$38.5K2026-11-03
Eagle Wealth Strategies LLC
INCREASED5,9655,914+51+1%$480.6K$513.4K+$32.8K2026-10-20
John G Ullman & Associates Inc
UNCHANGED5,9585,95800%$484.2K$512.8K+$28.7K2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED5,9546,666-712-11%$541.7K$512.5K-$29.2K2026-10-13
Argyle Capital Partners, LLC
INCREASED5,9275,895+32+1%$479.1K$510.2K+$31.1K2026-10-23
Prentiss Smith & Co Inc
UNCHANGED5,9155,91500%$480.7K$509.2K+$28.5K2026-10-27
Washington Trust Bank
INCREASED5,8994,749+1,150+24%$386.0K$507.8K+$121.8K2026-11-03
Harbour Trust & Investment Management Co
DECREASED5,8965,946-50-1%$483.2K$507.5K+$24.3K2026-10-28
Kellett Wealth Advisors, LLC
INCREASED5,8845,696+188+3%$462.9K$506.5K+$43.6K2026-10-15
American Financial & TAX Strategies Inc
UNCHANGED5,8655,86500%$476.6K$504.9K+$28.2K2026-10-16
Connecticut Capital Management Group, LLC
INCREASED5,8625,826+36+1%$473.5K$504.6K+$31.1K2026-10-29
Bell Investment Advisors, Inc
INCREASED5,8595,794+65+1%$470.9K$504.4K+$33.5K2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED5,8515,356+495+9%$435.3K$503.6K+$68.3K2026-10-14
Gray Private Wealth, LLC
NEW5,843—+5,843——$503.0K—2026-10-28
Trust Investment Advisors
INCREASED5,8424,715+1,127+24%$383.2K$502.9K+$119.7K2026-10-20
Asset Advisory Group, Inc.
INCREASED5,8315,830+1+0%$473.8K$501.9K+$28.1K2026-10-20
Adelphi Trust Co
INCREASED5,8175,702+115+2%$463.4K$500.7K+$37.3K2026-10-05
Burkett Financial Services, LLC
INCREASED5,8135,775+38+1%$469.4K$500.4K+$31.0K2026-10-01
Oak Harvest Investment Services
INCREASED5,8125,536+276+5%$449.9K$500.3K+$50.3K2026-10-20
Lifestyle Asset Management, Inc.
INCREASED5,7934,747+1,046+22%$385.8K$498.7K+$112.9K2026-10-20
Wagner Wealth Management, Corp
DECREASED5,7596,354-595-9%$516.4K$495.8K-$20.7K2026-10-20
Walker Asset Management, LLC
INCREASED5,7435,727+16+0%$465.4K$494.3K+$28.9K2026-10-13
Oasis Advisors, LLC
NEW5,714—+5,714——$491.9K—2026-10-16
Aviso Wealth Management
DECREASED5,7095,748-39-1%$467.2K$491.4K+$24.2K2026-11-04
Saxony Capital Management, LLC
INCREASED5,7034,455+1,248+28%$362.1K$490.9K+$128.8K2026-10-15
Clark Wealth Partners
INCREASED5,6875,626+61+1%$460.1K$492.5K+$32.4K2026-10-19
USA Financial Formulas
NEW5,659—+5,659——$487.1K—2026-10-16
Paragon Private Wealth Management, LLC
DECREASED5,6528,726-3,074-35%$709.0K$486.5K-$222.6K2026-10-20
Shoker Investment Counsel, Inc.
INCREASED5,6435,633+10+0%$457.9K$485.8K+$27.9K2026-11-04
Sterling Wealth Management, Inc.
UNCHANGED5,6435,64300%$458.6K$485.7K+$27.1K2026-10-23
KG Capital Management
INCREASED5,6234,109+1,514+37%$333.9K$484.0K+$150.1K2026-10-15
Smart Wealth LLC
INCREASED5,5815,529+52+1%$449.4K$480.4K+$31.0K2026-11-04
Pines Wealth Management, LLC
DECREASED5,5675,640-73-1%$458.4K$479.2K+$20.8K2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED5,5575,565-80%$452.3K$478.3K+$26.1K2026-10-13
Marotta Asset Management
DECREASED5,5475,934-387-7%$482.4K$477.5K-$4.9K2026-10-02
NewSquare Capital LLC
INCREASED5,5395,008+531+11%$407.0K$476.8K+$69.7K2026-11-06
Midland Wealth Advisors, LLC
DECREASED5,52810,028-4,500-45%$815.0K$475.9K-$339.1K2026-10-26
Black Diamond Financial, LLC
INCREASED5,5284,548+980+22%$369.6K$475.8K+$106.2K2026-10-26
Total Investment Management Inc
UNCHANGED5,5265,52600%$484.0K$475.7K-$8.3K2026-10-22
Mcdonald Partners LLC
INCREASED5,4935,418+75+1%$440.3K$472.8K+$32.5K2026-11-03
J. L. Bainbridge & Co., Inc.
INCREASED5,4615,451+10+0%$443.0K$470.1K+$27.1K2026-10-20
Richardson Financial Services Inc.
INCREASED5,4575,175+282+5%$420.6K$469.7K+$49.2K2026-10-30
Sentry LLC
UNCHANGED5,4535,45300%$443.2K$469.4K+$26.2K2026-10-30
Alliance Wealth Advisors, LLC
DECREASED5,4356,017-582-10%$489.0K$467.9K-$21.2K2026-10-28
Canvas Wealth Advisors, LLC
DECREASED5,4335,508-75-1%$450.5K$504.3K+$53.8K2026-11-02
Evansbrook LLC
INCREASED5,4315,196+235+5%$422.3K$467.5K+$45.2K2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED5,4305,663-233-4%$460.3K$467.4K+$7.2K2026-10-15
Terril Brothers, Inc.
DECREASED5,4237,563-2,140-28%$614.6K$466.8K-$147.8K2026-11-06
Darden Wealth Group Inc
INCREASED5,4155,343+72+1%$434.2K$466.2K+$32.0K2026-11-06
Johnson Bixby & Associates, LLC
DECREASED5,3915,541-150-3%$450.3K$464.1K+$13.8K2026-10-14
Ascentis Wealth Management, LLC
DECREASED5,38110,638-5,257-49%$864.6K$463.2K-$401.4K2026-11-03
Country Trust Bank
INCREASED5,3805,059+321+6%$411.1K$463.1K+$52.0K2026-10-30
Sippican Capital Advisors
UNCHANGED5,3735,37300%$436.7K$462.5K+$25.8K2026-10-23
Cambridge Financial Group, LLC
UNCHANGED5,3695,36900%$436.3K$436.3K$02026-10-06
Net Worth Advisory Group
INCREASED5,3655,278+87+2%$428.9K$461.9K+$33.0K2026-10-20
Marin Bay Wealth Advisors, LLC
DECREASED5,3595,506-147-3%$447.5K$461.3K+$13.8K2026-10-28
Parisi Gray Wealth Management
INCREASED5,3585,347+11+0%$434.6K$461.2K+$26.6K2026-10-16
Tlwm
INCREASED5,3254,858+467+10%$394.8K$458.4K+$63.6K2026-10-09
Trinity Wealth Management, LLC
NEW5,323—+5,323——$458.2K—2026-10-13
Arbor Investment Advisors, LLC
DECREASED5,3229,277-3,955-43%$754.0K$458.1K-$295.9K2026-10-26
Clean Yield Group
UNCHANGED5,3225,32200%$432.5K$458.1K+$25.6K2026-10-28
Paulson Wealth Management Inc.
INCREASED5,3214,652+669+14%$378.1K$458.0K+$80.0K2026-11-02
Rede Wealth, LLC
UNCHANGED5,3175,31700%$432.1K$457.7K+$25.6K2026-10-22
Berkshire Money Management, Inc.
NEW5,316—+5,316——$457.6K—2026-10-21
Financial Network Wealth Advisors LLC
INCREASED5,3145,273+41+1%$428.5K$457.4K+$28.9K2026-10-28
Willow Creek Capital Management, Inc.
UNCHANGED5,2935,29300%$430.2K$430.2K$02026-10-16
XY Planning Network, Inc.
INCREASED5,2874,850+437+9%$394.2K$455.1K+$61.0K2026-10-14
Cascade Investment Group, Inc.
UNCHANGED5,2865,28600%$429.6K$455.0K+$25.4K2026-10-13
Clark Asset Management, LLC
DECREASED5,2705,340-70-1%$434.0K$453.6K+$19.6K2026-10-19
Nova Financial LLC
NEW5,266—+5,266——$453.3K—2026-11-04
Shade Tree Advisors LLC
NEW5,250—+5,250——$451.9K—2026-10-22
Pinion Investment Advisors, LLC
INCREASED5,2425,191+51+1%$421.9K$451.2K+$29.4K2026-11-04
Hall Laurie J Trustee
UNCHANGED5,2405,24000%$425.9K$451.1K+$25.2K2026-10-06
BKM Wealth Management, LLC
DECREASED5,2226,542-1,320-20%$531.7K$449.5K-$82.2K2026-10-22
PKS Advisory Services, LLC
UNCHANGED5,2015,20100%$422.7K$422.7K$02026-10-26
Amarillo National Bank
DECREASED5,1895,220-31-1%$424.2K$446.7K+$22.4K2026-10-23
Juncture Wealth Strategies, LLC
INCREASED5,1884,362+826+19%$354.5K$446.5K+$92.0K2026-10-06
TFB Advisors LLC
INCREASED5,1775,099+78+2%$414.4K$445.6K+$31.2K2026-11-02
TSG Advice Partners, LLC
NEW5,172—+5,172——$420.3K—2026-10-29
Gould Asset Management LLC
UNCHANGED5,1575,15700%$419.1K$443.9K+$24.8K2026-11-06
Crusonia Wealth Advisors LLC
INCREASED5,1505,003+147+3%$406.6K$443.3K+$36.7K2026-10-26
Indiana Trust & Investment Management Co
INCREASED5,1505,146+4+0%$418.2K$443.3K+$25.1K2026-10-22
Tandem Investment Partners LLC
INCREASED5,1345,064+70+1%$411.6K$441.9K+$30.4K2026-10-16
Fortitude Advisory Group L.L.C.
INCREASED5,1315,126+5+0%$416.6K$441.7K+$25.1K2026-10-15
ADE, LLC
INCREASED5,1285,089+39+1%$413.6K$441.4K+$27.8K2026-10-29
Southland Equity Partners LLC
INCREASED5,1055,075+30+1%$412.4K$439.4K+$27.0K2026-10-14
Acorn Wealth Advisors, LLC
DECREASED5,1025,195-93-2%$422.2K$439.2K+$17.0K2026-10-19
Meridian Investment Counsel Inc.
DECREASED5,1008,805-3,705-42%$715.6K$439.0K-$276.6K2026-10-14
Oak Asset Management, LLC
DECREASED5,0915,241-150-3%$425.9K$438.2K+$12.3K2026-10-13
Kessler Investment Group, LLC
DECREASED5,0885,108-200%$415.1K$438.0K+$22.8K2026-10-08
Hoxton Planning & Management, LLC
INCREASED5,0835,029+54+1%$408.7K$437.5K+$28.8K2026-10-15
Simon Quick Advisors, LLC
DECREASED5,0785,395-317-6%$438.4K$437.1K-$1.3K2026-10-26
bLong Financial, LLC
UNCHANGED5,0525,05200%$410.6K$434.9K+$24.3K2026-10-29
Fiera Capital Corp
DECREASED5,0365,051-150%$410.5K$433.5K+$23.0K2026-11-06
Cedar Point Capital Partners, LLC
UNCHANGED5,0365,03600%$409.3K$433.5K+$24.2K2026-10-29
Brown Shipley& Co Ltd
INCREASED5,0354,869+166+3%$395.7K$433.4K+$37.7K2026-10-09
Master's Wealth Management Inc.
INCREASED5,0324,924+108+2%$400.2K$433.1K+$32.9K2026-10-22
Alamar Capital Management, LLC
INCREASED5,0065,004+2+0%$409.3K$433.6K+$24.3K2026-11-02
QTR Family Wealth, LLC
INCREASED4,9964,659+337+7%$378.6K$430.1K+$51.4K2026-11-02
Boomfish Wealth Group, LLC
INCREASED4,9824,951+31+1%$402.4K$428.9K+$26.5K2026-10-22
Apollon Financial, LLC
INCREASED4,9734,798+175+4%$389.9K$428.1K+$38.2K2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED4,9624,888+74+2%$397.2K$427.1K+$29.9K2026-10-20
Jeter Robert S II
NEW4,959—+4,959——$446.9K—2026-10-16
Three Magnolias Financial Advisors, LLC
INCREASED4,9454,458+487+11%$360.5K$425.7K+$65.1K2026-10-14
Bensler, LLC
INCREASED4,9314,493+438+10%$365.1K$424.4K+$59.3K2026-11-05
Prosperitas Financial LLC
INCREASED4,9224,802+120+3%$390.2K$423.7K+$33.4K2026-10-28
Purkiss Capital Advisors LLC
INCREASED4,9204,557+363+8%$370.4K$423.5K+$53.2K2026-11-06
Maseco LLP
INCREASED4,9194,859+60+1%$394.7K$423.4K+$28.7K2026-10-27
Gemmer Asset Management LLC
INCREASED4,9084,538+370+8%$368.8K$422.5K+$53.7K2026-10-16
Alliance Wealth Advisors, LLC
DECREASED4,9036,980-2,077-30%$567.3K$422.1K-$145.2K2026-10-14
Vista Capital Partners, Inc.
INCREASED4,9034,789+114+2%$389.2K$422.1K+$32.9K2026-11-06
Kimelman & Baird, LLC
DECREASED4,9007,400-2,500-34%$601.4K$421.8K-$179.6K2026-11-03
Legacy Advisors, LLC
DECREASED4,8995,260-361-7%$430.3K$424.4K-$5.9K2026-10-19
Guardian Asset Advisors, LLC
INCREASED4,8864,818+68+1%$391.7K$420.6K+$28.9K2026-10-16
Avaii Wealth Management, LLC
UNCHANGED4,8534,85300%$394.4K$415.6K+$21.3K2026-10-09
HMV Wealth Advisors, LLC
UNCHANGED4,8504,85000%$394.2K$417.5K+$23.3K2026-10-27
Unified Investment Management
INCREASED4,8434,822+21+0%$391.8K$416.8K+$25.0K2026-10-14
William Blair Investment Management, LLC
DECREASED4,8415,952-1,111-19%$483.7K$416.7K-$67.0K2026-11-06
TCI Wealth Advisors, Inc.
INCREASED4,8044,197+607+14%$341.1K$413.5K+$72.4K2026-10-30
Mezzasalma Advisors, LLC
INCREASED4,8034,735+68+1%$384.8K$413.5K+$28.6K2026-10-14
Traynor Capital Management, Inc.
DECREASED4,7954,879-84-2%$396.5K$412.8K+$16.2K2026-10-29
General Partner, Inc.
UNCHANGED4,7854,78500%$388.9K$411.9K+$23.0K2026-10-05
RED Cedar Investment Management, LLC
UNCHANGED4,7744,77400%$388.0K$410.9K+$23.0K2026-11-04
Blossom Wealth Management
INCREASED4,7534,637+116+3%$376.9K$409.1K+$32.3K2026-11-03
Westco Advisory Services Inc
DECREASED4,7504,805-55-1%$390.5K$408.9K+$18.4K2026-10-14
Private Client Services, LLC
INCREASED4,7343,570+1,164+33%$290.1K$407.5K+$117.4K2026-10-02
Syverson Strege & Co
DECREASED4,7344,745-110%$385.6K$407.5K+$21.9K2026-11-02
EdgeRock Capital LLC
INCREASED4,7264,333+393+9%$352.1K$406.8K+$54.7K2026-11-03
Weaver Consulting Group
INCREASED4,7244,314+410+10%$350.6K$406.6K+$56.0K2026-10-07
Deroy & Devereaux Private Investment Counsel Inc
DECREASED4,7144,764-50-1%$387.0K$406.0K+$19.0K2026-10-26
CLG LLC
DECREASED4,6944,704-100%$382.3K$404.0K+$21.7K2026-10-13
Fortress Financial Group, LLC
INCREASED4,6884,645+43+1%$377.5K$403.5K+$26.1K2026-10-21
W.H. Cornerstone Investments Inc.
INCREASED4,6834,655+28+1%$378.3K$403.1K+$24.8K2026-11-03
Signature Resources Capital Management, LLC
DECREASED4,6795,313-634-12%$431.8K$402.8K-$29.0K2026-10-16
Phillips Financial Management, LLC
DECREASED4,6784,686-80%$380.8K$402.7K+$21.9K2026-10-19
Tempus Wealth Planning, LLC
DECREASED4,6764,705-29-1%$382.4K$402.5K+$20.1K2026-10-14
Aletheian Wealth Advisors LLC
DECREASED4,6675,148-481-9%$418.4K$401.7K-$16.6K2026-10-08
Hoge Financial Services, LLC
DECREASED4,6574,719-62-1%$383.5K$400.9K+$17.4K2026-11-05
GSG Advisors LLC
INCREASED4,6494,461+188+4%$362.6K$400.2K+$37.6K2026-11-03
Augustine Asset Management Inc
INCREASED4,6484,229+419+10%$343.7K$400.1K+$56.4K2026-10-13
LifePlan Financial, LLC
DECREASED4,6455,232-587-11%$425.2K$407.7K-$17.5K2026-10-13
Noesis Capital Mangement Corp
DECREASED4,6425,252-610-12%$426.8K$399.6K-$27.2K2026-10-26
Worth Asset Management, LLC
INCREASED4,6403,156+1,484+47%$256.5K$399.4K+$142.9K2026-10-07
Plan Group Financial, LLC
DECREASED4,6384,831-193-4%$392.6K$433.6K+$41.0K2026-10-22
Silver Grove Financial Group, Inc.
INCREASED4,6314,472+159+4%$363.4K$398.6K+$35.2K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED4,6284,343+285+7%$353.0K$398.0K+$45.0K2026-10-27
Charles Schwab Trust Co
NEW4,625—+4,625——$398.1K—2026-10-15
Warwick Investment Management, Inc.
DECREASED4,6254,976-351-7%$404.4K$398.1K-$6.3K2026-10-19
Cpwa, LLC
INCREASED4,6254,534+91+2%$368.5K$415.2K+$46.7K2026-11-04
IFG Advisors, LLC
INCREASED4,6194,613+6+0%$374.9K$397.6K+$22.7K2026-10-15
Reston Wealth Management LLC
INCREASED4,6134,597+16+0%$373.6K$397.1K+$23.5K2026-10-29
Advisor Resource Council
INCREASED4,6084,473+135+3%$370.7K$398.7K+$28.0K2026-11-05
Wiser Wealth Management, Inc
DECREASED4,5895,373-784-15%$436.6K$395.0K-$41.6K2026-10-14
Middleton & Co Inc
DECREASED4,5754,625-50-1%$375.9K$393.8K+$17.9K2026-10-23
Norris Perne & French LLP
DECREASED4,57411,485-6,911-60%$933.4K$393.7K-$539.7K2026-10-23
KOM Wealth Management Group, LLC
INCREASED4,5744,569+5+0%$371.3K$393.8K+$22.5K2026-10-15
Sageworth Trust Co
INCREASED4,5584,150+408+10%$337.3K$392.4K+$55.1K2026-10-30
Marietta Wealth Management, LLC
DECREASED4,5375,525-988-18%$449.0K$416.4K-$32.6K2026-10-22
Sepio Capital, LP
DECREASED4,5266,384-1,858-29%$518.8K$389.6K-$129.2K2026-10-22
Baron Wealth Management LLC
INCREASED4,5234,019+504+13%$326.6K$389.3K+$62.8K2026-10-27
Ariadne Wealth Management, LP
INCREASED4,5163,568+948+27%$290.0K$388.7K+$98.8K2026-11-06
Manske Wealth Management
INCREASED4,5054,047+458+11%$328.9K$387.7K+$58.9K2026-10-26
True Private Wealth Advisors
INCREASED4,5054,476+29+1%$363.7K$387.8K+$24.1K2026-10-19
Davis Investment Partners, LLC
INCREASED4,4814,456+25+1%$362.1K$385.8K+$23.6K2026-11-05
Orange Investment Advisors, Inc.
UNCHANGED4,4694,46900%$363.2K$384.7K+$21.5K2026-10-23
High Point Wealth Management, LLC
INCREASED4,4634,450+13+0%$361.6K$384.2K+$22.6K2026-11-05
Fidelity D & D Bancorp Inc
UNCHANGED4,4524,45200%$361.8K$383.2K+$21.4K2026-11-05
Westover Capital Advisors, LLC
INCREASED4,4223,337+1,085+33%$271.2K$380.6K+$109.4K2026-10-26
Kendall Capital Management
INCREASED4,4224,319+103+2%$351.0K$380.6K+$29.6K2026-10-23
Carter Financial Group, Inc.
INCREASED4,4133,223+1,190+37%$262.8K$381.2K+$118.4K2026-10-21
Liberty Capital Management, Inc.
UNCHANGED4,3774,37700%$355.7K$376.8K+$21.1K2026-11-02
CGN Advisors LLC
DECREASED4,3755,733-1,358-24%$465.9K$376.6K-$89.3K2026-10-21
Old Peak Finance LLC
INCREASED4,3744,091+283+7%$332.5K$376.5K+$44.0K2026-11-02
First United Bank & Trust
INCREASED4,3734,372+1+0%$355.3K$376.4K+$21.1K2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED4,3694,355+14+0%$359.9K$410.2K+$50.4K2026-10-28
South Shore Capital Advisors
UNCHANGED4,3684,36800%$355.0K$376.0K+$21.0K2026-10-20
Vision Financial Markets LLC
DECREASED4,3654,421-56-1%$359.3K$375.7K+$16.4K2026-10-22
Mirador Capital Partners LP
INCREASED4,3544,339+15+0%$352.6K$374.8K+$22.2K2026-10-09
McElhenny Sheffield Capital Management, LLC
DECREASED4,3474,687-340-7%$380.9K$374.2K-$6.7K2026-11-06
Sage Rhino Capital LLC
DECREASED4,3444,371-27-1%$355.3K$374.0K+$18.7K2026-10-28
Legacy Financial Strategies, LLC
INCREASED4,3404,194+146+3%$340.9K$373.6K+$32.7K2026-10-15
Watchman Group, Inc.
INCREASED4,3314,056+275+7%$329.7K$372.8K+$43.2K2026-10-16
Trail Ridge Investment Advisors, LLC
INCREASED4,3293,981+348+9%$323.5K$372.7K+$49.1K2026-10-16
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED4,3204,293+27+1%$348.9K$371.8K+$23.0K2026-11-03
Owl Creek Wealth Partners LLC
DECREASED4,3184,348-30-1%$353.4K$371.7K+$18.3K2026-10-20
SC&H Financial Advisors, Inc.
INCREASED4,3154,293+22+1%$348.9K$371.4K+$22.5K2026-10-14
Brucke Financial, Inc.
INCREASED4,3113,510+801+23%$285.3K$371.1K+$85.8K2026-10-23
Financial Partners Group, Inc
INCREASED4,3074,160+147+4%$338.1K$370.7K+$32.6K2026-10-19
Aurora Investment Managers, Llc.
DECREASED4,3074,349-42-1%$353.0K$371.0K+$18.0K2026-10-15
Madson Wealth Advisors Inc
INCREASED4,3054,301+4+0%$349.6K$370.6K+$21.0K2026-10-13
Endeavor Private Wealth, Inc.
INCREASED4,3004,140+160+4%$338.7K$372.5K+$33.8K2026-11-05
Frederick Financial Consultants, LLC
INCREASED4,2924,227+65+2%$343.6K$369.5K+$25.9K2026-10-29
Baugh & Associates, LLC
INCREASED4,2734,187+86+2%$340.3K$359.8K+$19.5K2026-10-16
Princeton Capital Management LLC
UNCHANGED4,2474,24700%$345.2K$365.6K+$20.4K2026-10-27
Investment Planning Advisors, Inc.
INCREASED4,2403,558+682+19%$289.2K$365.0K+$75.8K2026-10-14
Post Resch Tallon Group Inc.
INCREASED4,2324,231+1+0%$343.8K$364.3K+$20.5K2026-10-09
Nikulski Financial, Inc.
INCREASED4,2282,818+1,410+50%$229.2K$364.1K+$134.9K2026-11-06
Pathway Financial Advisors LLC
UNCHANGED4,2274,22700%$355.6K$363.8K+$8.2K2026-10-07
Ables, Iannone, Moore & Associates, Inc.
DECREASED4,2264,546-320-7%$369.5K$363.8K-$5.7K2026-10-06
TFC Financial Management, Inc.
UNCHANGED4,1914,19100%$340.6K$360.8K+$20.2K2026-10-26
Sentinel Pension Advisors, LLC
INCREASED4,1892,876+1,313+46%$234.6K$360.6K+$126.0K2026-11-02
Colony Family Offices, LLC
UNCHANGED4,1844,18400%$342.3K$362.4K+$20.1K2026-10-22
Schmidt P J Investment Management Inc
INCREASED4,1763,796+380+10%$308.5K$359.5K+$51.0K2026-11-02
Clear Investment Research, LLC
DECREASED4,1764,234-58-1%$344.1K$359.4K+$15.3K2026-11-06
CMH Wealth Management LLC
DECREASED4,1724,712-540-11%$385.4K$361.3K-$24.1K2026-10-22
NavPoint Financial, Inc.
INCREASED4,1634,155+8+0%$337.7K$358.3K+$20.7K2026-10-21
Braun-Bostich & Associates Inc.
INCREASED4,1574,132+25+1%$335.8K$357.8K+$22.0K2026-10-20
Lloyd Advisory Services, Llc.
DECREASED4,1564,806-650-14%$390.6K$357.8K-$32.8K2026-11-02
BOS Asset Management, LLC
DECREASED4,1554,246-91-2%$345.0K$357.7K+$12.6K2026-10-09
Signature Equity Partners, LLC
INCREASED4,1533,891+262+7%$316.2K$357.5K+$41.3K2026-10-29
Total Wealth Planning & Management, Inc.
DECREASED4,1484,185-37-1%$340.1K$357.1K+$16.9K2026-10-23
International Private Wealth Advisors LLC
INCREASED4,1344,046+88+2%$328.8K$355.9K+$27.0K2026-11-05
Reicon Wealth Advisors, LLC
UNCHANGED4,1254,12500%$335.2K$355.1K+$19.8K2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
INCREASED4,1153,821+294+8%$310.5K$354.2K+$43.7K2026-10-15
Viewpoint Capital Management LLC
INCREASED4,1142,642+1,472+56%$214.7K$354.1K+$139.4K2026-10-27
Kelly Financial Group LLC
INCREASED4,1134,097+16+0%$335.2K$356.2K+$21.1K2026-10-16
Lake Street Private Wealth, LLC
DECREASED4,1114,248-137-3%$345.2K$353.9K+$8.6K2026-10-22
Vision Capital Management, Inc.
DECREASED4,1076,217-2,110-34%$505.3K$353.5K-$151.7K2026-10-20
Beacon Financial Strategies Corp
DECREASED4,1074,181-74-2%$339.8K$353.5K+$13.7K2026-10-14
Sculati Wealth Management, LLC
INCREASED4,1034,059+44+1%$331.1K$368.4K+$37.4K2026-10-19
Cherokee Insurance Co
UNCHANGED4,1004,10000%$333.2K$352.9K+$19.7K2026-11-05
Tanager Wealth Management LLP
DECREASED4,0824,168-86-2%$338.8K$351.5K+$12.6K2026-10-19
Central Valley Advisors, LLC
DECREASED4,0795,747-1,668-29%$467.1K$351.1K-$116.0K2026-10-27
Blue Water Asset Management
INCREASED4,0774,009+68+2%$325.8K$351.0K+$25.1K2026-11-04
Baker Ellis Asset Management LLC
UNCHANGED4,0754,07500%$331.2K$350.8K+$19.6K2026-10-14
Andrews Advisory Associates, LLC
DECREASED4,0744,154-80-2%$337.6K$350.7K+$13.1K2026-10-15
Willner & Heller, LLC
INCREASED4,0664,043+23+1%$328.5K$350.0K+$21.4K2026-10-28
Encompass More Asset Management
DECREASED4,0604,291-231-5%$348.7K$349.5K+$7422026-10-16
Cabot Wealth Management Inc
DECREASED4,0584,086-28-1%$332.1K$349.3K+$17.2K2026-11-05
Investment Research & Advisory Group, Inc.
DECREASED4,0574,164-107-3%$359.4K$376.1K+$16.7K2026-10-19
WealthPoint Financial, LLC
INCREASED4,0493,988+61+2%$324.1K$348.6K+$24.5K2026-11-03
Crown Wealth Group, LLC
INCREASED4,0403,755+285+8%$305.2K$347.8K+$42.6K2026-10-19
Bank of Stockton
INCREASED4,0313,844+187+5%$312.4K$347.0K+$34.6K2026-10-20
Heck Capital Advisors, LLC
INCREASED4,0173,857+160+4%$314.3K$346.7K+$32.4K2026-10-14
Congress Park Capital LLC
UNCHANGED4,0134,01300%$326.1K$345.4K+$19.3K2026-10-13
WealthBridge Capital Management, LLC
INCREASED4,0113,882+129+3%$315.5K$345.3K+$29.8K2026-10-16
Alchemi Wealth, LLC
INCREASED4,0113,889+122+3%$316.2K$345.4K+$29.2K2026-11-04
Curran Financial Partners, LLC
INCREASED4,0104,007+3+0%$325.7K$345.2K+$19.5K2026-11-04
Stronghold Wealth Management L.L.C.
INCREASED4,0073,938+69+2%$320.0K$344.9K+$24.9K2026-10-16
McBroom & Associates, LLC
UNCHANGED4,0004,00000%$325.1K$344.3K+$19.2K2026-10-29
Partnership Wealth Management, LLC
UNCHANGED4,0004,00000%$325.1K$344.3K+$19.2K2026-10-05
Investment Research Partners LLC
INCREASED3,9923,809+183+5%$309.6K$343.7K+$34.1K2026-10-19
Vestia Personal Wealth Advisors
INCREASED3,9863,895+91+2%$319.5K$343.2K+$23.6K2026-10-20
University of Texas S AM Investment Management Co
DECREASED3,9854,060-75-2%$330.5K$343.6K+$13.1K2026-11-03
Beacon Bank & Trust
DECREASED3,9814,045-64-2%$328.7K$342.7K+$13.9K2026-10-27
Verus Financial Partners, Inc.
INCREASED3,9783,903+75+2%$317.2K$342.4K+$25.2K2026-10-29
Value Investment Professionals, LLC
INCREASED3,9723,962+10+0%$322.0K$341.9K+$19.9K2026-10-13
Grandview Asset Management LLC
DECREASED3,9664,229-263-6%$343.7K$341.4K-$2.3K2026-10-19
August Group Capital Ltd
INCREASED3,9633,942+21+1%$320.3K$341.0K+$20.8K2026-10-14
Sara-Bay Financial
DECREASED3,9594,059-100-2%$329.9K$340.8K+$10.9K2026-10-21
Shakespeare Wealth Management, LLC
NEW3,941—+3,941——$339.3K—2026-10-28
Scissortail Wealth Management, LLC
INCREASED3,9363,454+482+14%$280.7K$338.8K+$58.1K2026-11-03
Eurizon SLJ Capital Ltd
INCREASED3,9343,678+256+7%$298.9K$338.6K+$39.7K2026-11-06
Almanack Investment Partners, Llc.
DECREASED3,9324,065-133-3%$330.4K$338.5K+$8.1K2026-11-03
Financial Consulate, Inc
DECREASED3,9264,123-197-5%$335.3K$338.2K+$2.9K2026-10-23
Arthur M. Cohen & Associates, LLC
UNCHANGED3,9253,92500%$319.0K$337.9K+$18.9K2026-10-26
Tucker Asset Management LLC
INCREASED3,9192,757+1,162+42%$224.0K$337.3K+$113.3K2026-10-29
Insight Wealth Strategies, LLC
INCREASED3,8963,696+200+5%$300.4K$335.3K+$34.9K2026-10-09
Accel Wealth Management
INCREASED3,8923,886+6+0%$315.8K$335.0K+$19.3K2026-10-13
Trinity Financial Advisors LLC
INCREASED3,8913,887+4+0%$318.0K$337.0K+$19.0K2026-10-09
Tenet Wealth Partners, LLC
INCREASED3,8883,486+402+12%$293.1K$334.7K+$41.6K2026-10-19
Buska Wealth Management, LLC
DECREASED3,8783,886-80%$315.8K$333.8K+$18.0K2026-10-08
Strategic Wealth Investment Group, LLC
DECREASED3,8744,261-387-9%$346.3K$333.5K-$12.8K2026-10-29
Bfsg, LLC
INCREASED3,8533,513+340+10%$285.5K$331.7K+$46.2K2026-10-30
Mindset Wealth Management, LLC
DECREASED3,8353,960-125-3%$321.8K$330.1K+$8.3K2026-10-19
Stirlingshire Investments, Inc.
NEW3,824—+3,824——$331.2K—2026-11-05
Aurora Private Wealth, Inc.
DECREASED3,8064,346-540-12%$353.0K$328.0K-$25.0K2026-10-20
Ayrshire Capital Management LLC
DECREASED3,8004,660-860-18%$378.7K$327.1K-$51.6K2026-10-20
5th Street Advisors, LLC
UNCHANGED3,8003,80000%$308.8K$327.1K+$18.3K2026-11-04
Independent Wealth Network Inc.
INCREASED3,7993,724+75+2%$302.6K$327.1K+$24.4K2026-10-19
Fulcrum Equity Management
DECREASED3,7723,777-50%$306.9K$324.7K+$17.8K2026-10-21
Compass Wealth Management, LLC
DECREASED3,7713,852-81-2%$313.1K$324.7K+$11.6K2026-10-30
Altus Wealth Group LLC
DECREASED3,7583,763-50%$305.8K$323.5K+$17.7K2026-10-20
Integris Wealth Management, LLC
INCREASED3,7553,703+52+1%$300.9K$323.2K+$22.3K2026-10-14
Insight Advisors, LLC/ PA
DECREASED3,7553,785-30-1%$307.7K$323.3K+$15.6K2026-10-22
Arlington Trust Co LLC
INCREASED3,7492,920+829+28%$237.3K$322.7K+$85.4K2026-10-20
Aufman Associates Inc
UNCHANGED3,7493,74900%$304.6K$322.7K+$18.1K2026-11-04
L.K. Benson & Company, P.C.
UNCHANGED3,7473,74700%$304.5K$322.5K+$18.0K2026-10-23
Dodds Wealth, LLC
UNCHANGED3,7473,74700%$304.5K$322.6K+$18.0K2026-11-02
Kozak & Associates, Inc.
DECREASED3,7373,895-158-4%$316.6K$342.8K+$26.2K2026-10-29
Jefferies Financial Group Inc.
DECREASED3,732154,907-151,175-98%$12.6M$321.3K-$12.3M2026-11-05
Coastline Trust Co
DECREASED3,7243,833-109-3%$311.5K$320.6K+$9.1K2026-10-01
AMI Investment Management Inc
INCREASED3,7092,993+716+24%$243.2K$319.3K+$76.0K2026-10-27
MPS Loria Financial Planners, LLC
INCREASED3,7083,443+265+8%$279.9K$319.3K+$39.3K2026-10-14
Avantra Family Wealth, Inc.
INCREASED3,7063,645+61+2%$296.2K$319.0K+$22.8K2026-10-20
Essential Investment Partners LLC
INCREASED3,7023,160+542+17%$256.8K$318.7K+$61.9K2026-10-27
Forteris Wealth Management Inc.
INCREASED3,6943,056+638+21%$248.4K$318.0K+$69.6K2026-10-13
Keystone Wealth Services, LLC
INCREASED3,6923,081+611+20%$250.4K$320.6K+$70.2K2026-11-03
Hoertkorn Richard Charles
UNCHANGED3,6803,68000%$299.1K$316.8K+$17.7K2026-11-04
FAI Advisors, Inc.
INCREASED3,6773,465+212+6%$281.6K$316.5K+$34.9K2026-10-27
Compass Financial Group, Inc
UNCHANGED3,6743,67400%$298.6K$316.3K+$17.7K2026-10-13
Triangle Securities Wealth Management
DECREASED3,6633,820-157-4%$310.5K$315.3K+$4.9K2026-10-14
Boyd Wealth Management, LLC
INCREASED3,6622,786+876+31%$226.4K$315.2K+$88.8K2026-10-20
PFS Partners, LLC
INCREASED3,6573,656+1+0%$297.1K$314.8K+$17.7K2026-10-21
E&G Advisors, LLC
INCREASED3,6563,606+50+1%$290.9K$312.0K+$21.2K2026-10-13
Teamwork Financial Advisors, LLC
INCREASED3,6542,627+1,027+39%$213.5K$314.6K+$101.1K2026-10-19
Power Wealth Management LLC
INCREASED3,6543,622+32+1%$294.4K$314.5K+$20.2K2026-10-27
BXM Wealth LLC
UNCHANGED3,6273,62700%$294.7K$312.2K+$17.4K2026-11-03
Climber Capital SA
INCREASED3,6253,392+233+7%$275.1K$295.9K+$20.7K2026-10-20
NBH Bank
INCREASED3,6243,252+372+11%$264.3K$312.0K+$47.7K2026-11-05
Warner Financial, Inc
INCREASED3,6203,613+7+0%$293.6K$311.6K+$18.0K2026-11-06
Oxler Private Wealth LLC
DECREASED3,6193,679-60-2%$299.0K$311.5K+$12.6K2026-10-21
Centerline Wealth Advisors, LLC
INCREASED3,6163,614+2+0%$293.7K$311.3K+$17.5K2026-10-15
Mirabaud & Cie SA
INCREASED3,6083,093+515+17%$251.4K$310.6K+$59.2K2026-10-27
Wallington Asset Management, LLC
INCREASED3,6083,108+500+16%$252.6K$310.6K+$58.0K2026-11-04
Cutler Investment Counsel LLC
INCREASED3,6063,509+97+3%$287.0K$312.3K+$25.3K2026-10-28
Cumberland Advisors Inc
UNCHANGED3,6003,60000%$292.6K$309.9K+$17.3K2026-10-30
Sentinel Advisory Group, LLC
UNCHANGED3,5943,59400%$292.1K$309.4K+$17.3K2026-10-20
Solstein Capital, LLC
UNCHANGED3,5833,58300%$291.2K$308.4K+$17.2K2026-11-02
Innova Wealth Partners
INCREASED3,5733,383+190+6%$274.9K$307.6K+$32.7K2026-10-21
Flagship Wealth Advisors, LLC
UNCHANGED3,5723,57200%$290.3K$307.5K+$17.2K2026-11-03
Tillman Hartley LLC
DECREASED3,5713,700-129-3%$300.7K$307.4K+$6.7K2026-11-06
Horizon Wealth Management, LLC
DECREASED3,5693,593-24-1%$292.0K$307.2K+$15.2K2026-11-02
Affinity Capital Advisors, LLC
INCREASED3,5642,587+977+38%$214.6K$313.8K+$99.2K2026-10-13
Gibraltar Capital Management, Inc.
INCREASED3,5552,936+619+21%$238.6K$306.0K+$67.4K2026-10-27
Rebalance, LLC
DECREASED3,5553,604-49-1%$292.9K$306.0K+$13.1K2026-10-22
Insight Wealth Partners, LLC
DECREASED3,5523,636-84-2%$295.5K$305.8K+$10.3K2026-10-26
Benin Management Corp
UNCHANGED3,5513,55100%$288.6K$305.7K+$17.1K2026-10-22
Motive Wealth Advisors
DECREASED3,5503,563-130%$289.6K$305.6K+$16.0K2026-10-26
Arsenal Capital Advisors LLC
DECREASED3,5373,677-140-4%$298.8K$304.5K+$5.7K2026-11-02
Dillon & Associates Inc
DECREASED3,5283,728-200-5%$302.0K$303.0K+$1.0K2026-10-22
Carlson Financial, Inc.
INCREASED3,5243,511+13+0%$285.3K$303.3K+$18.1K2026-11-05
IAG Wealth Partners, LLC
DECREASED3,5023,611-109-3%$293.5K$301.4K+$7.9K2026-11-06
BFI Infinity Ltd.
UNCHANGED3,5003,50000%$284.4K$301.3K+$16.8K2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED3,4923,617-125-3%$294.0K$300.6K+$6.6K2026-11-03
Echo45 Advisors LLC
INCREASED3,4912,560+931+36%$208.1K$300.5K+$92.5K2026-10-07
Peoples Bank
INCREASED3,4853,244+241+7%$263.6K$300.0K+$36.3K2026-10-26
Acorn Creek Capital LLC
INCREASED3,4753,438+37+1%$279.4K$299.1K+$19.7K2026-11-05
MeadowBrook Investment Advisors LLC
UNCHANGED3,4693,46900%$281.9K$330.7K+$48.8K2026-10-29
Old Second National Bank of Aurora
DECREASED3,4673,617-150-4%$294.0K$298.4K+$4.5K2026-10-22
Intelligence Driven Advisers, LLC
INCREASED3,4653,068+397+13%$249.4K$298.3K+$48.9K2026-10-09
Vista Investment Partners II, LLC
DECREASED3,4624,042-580-14%$328.5K$298.0K-$30.5K2026-10-15
CMG Global Holdings, LLC
INCREASED3,4613,459+2+0%$281.1K$297.9K+$16.8K2026-10-14
Blake Schutter Theil Wealth Advisors, LLC
INCREASED3,4573,373+84+2%$274.1K$297.6K+$23.5K2026-11-02
626 Financial, LLC
INCREASED3,4563,453+3+0%$280.6K$297.5K+$16.9K2026-11-04
Creekside Partners
UNCHANGED3,4533,45300%$280.6K$297.2K+$16.6K2026-11-04
Security National Bank
UNCHANGED3,4503,45000%$280.4K$297.0K+$16.6K2026-10-26
Intesa Sanpaolo Wealth Management
UNCHANGED3,4443,44400%$279.9K$296.5K+$16.6K2026-10-28
Richmond Investment Services, LLC
INCREASED3,4433,019+424+14%$245.3K$296.4K+$51.1K2026-10-29
Legacy Financial Independent Advisors LLC
UNCHANGED3,4393,43900%$279.5K$296.0K+$16.5K2026-11-02
Well Done, LLC
DECREASED3,4263,504-78-2%$284.7K$294.9K+$10.2K2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED3,4053,345+60+2%$271.8K$293.1K+$21.3K2026-10-27
Sage Mountain Advisors LLC
DECREASED3,4015,175-1,774-34%$420.6K$292.8K-$127.8K2026-11-02
Hutchens & Kramer Investment Management Group, LLC
INCREASED3,4013,359+42+1%$273.0K$292.8K+$19.8K2026-10-16
Burns Matteson Capital Management, LLC
DECREASED3,3983,538-140-4%$287.5K$292.5K+$5.0K2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED3,3933,980-587-15%$323.0K$292.0K-$31.0K2026-11-05
Meridian Financial Advisors, LLC
INCREASED3,3913,365+26+1%$273.5K$291.9K+$18.5K2026-10-14
E&R Wealth Management, LLC
UNCHANGED3,3893,38900%$275.4K$291.7K+$16.3K2026-10-20
Fusion Capital, LLC
INCREASED3,3813,237+144+4%$263.0K$291.1K+$28.0K2026-10-28
Stegner Investment Associates Inc.
INCREASED3,3803,280+100+3%$266.6K$291.0K+$24.4K2026-10-15
TriaGen Wealth Management LLC
INCREASED3,3773,373+4+0%$274.1K$290.7K+$16.6K2026-10-14
Private Advisory Group LLC
DECREASED3,3748,164-4,790-59%$663.5K$290.5K-$373.0K2026-11-06
Canton Hathaway, LLC
UNCHANGED3,3703,37000%$273.9K$290.1K+$16.2K2026-10-23
Global Wealth Strategies & Associates
INCREASED3,3642,846+518+18%$231.3K$289.6K+$58.3K2026-10-02
Sutton Place Investors LLC
INCREASED3,3613,010+351+12%$244.6K$289.3K+$44.7K2026-10-20
Strategy Asset Managers LLC
INCREASED3,3573,309+48+1%$268.9K$289.0K+$20.0K2026-10-14
Share Andrew L.
NEW3,355—+3,355——$288.8K—2026-11-06
Broadway Wealth Solutions, Inc.
DECREASED3,3523,589-237-7%$291.7K$288.6K-$3.1K2026-10-21
Prosperity Financial Group, Inc.
DECREASED3,3503,383-33-1%$275.0K$288.4K+$13.4K2026-10-29
Vilga Financial Planning LLC
INCREASED3,3473,334+13+0%$271.0K$288.1K+$17.2K2026-10-09
Wedgewood Investors Inc
UNCHANGED3,3433,34300%$271.7K$287.8K+$16.1K2026-10-28
Rainier Family Wealth Inc
DECREASED3,3413,409-68-2%$277.1K$287.6K+$10.5K2026-11-02
Vicus Capital
DECREASED3,3394,055-716-18%$329.6K$287.4K-$42.2K2026-11-05
Heritage Family Offices, LLP
INCREASED3,3362,868+468+16%$233.1K$287.2K+$54.1K2026-11-02
Lantern Wealth Advisors, LLC
INCREASED3,3323,316+16+0%$269.5K$286.8K+$17.3K2026-10-22
PUREfi Wealth, LLC
INCREASED3,3213,032+289+10%$246.4K$285.9K+$39.5K2026-10-19
Marest Capital, LLC
INCREASED3,3193,305+14+0%$268.7K$286.2K+$17.5K2026-10-23
Harmony Asset Management LLC
INCREASED3,3143,003+311+10%$244.1K$285.3K+$41.2K2026-10-20
Barrett & Company, Inc.
UNCHANGED3,3063,30600%$268.7K$284.6K+$15.9K2026-10-22
Monument Group Wealth Advisors, LLC
INCREASED3,2933,098+195+6%$251.8K$283.5K+$31.7K2026-10-21
Convergence Financial, LLC
DECREASED3,2895,904-2,615-44%$479.8K$283.2K-$196.7K2026-10-27
Jessup Wealth Management, Inc
INCREASED3,2833,156+127+4%$256.5K$282.6K+$26.2K2026-10-20
Financial Management Network Inc
INCREASED3,2773,276+1+0%$267.5K$281.4K+$13.9K2026-10-09
Albion Financial Group
DECREASED3,2734,098-825-20%$333.0K$281.8K-$51.3K2026-10-21
Insight 2811, Inc.
DECREASED3,2693,341-72-2%$271.5K$281.4K+$9.9K2026-11-06
KFG Wealth Management, LLC
DECREASED3,2683,379-111-3%$274.6K$281.3K+$6.7K2026-10-16
William Mack & Associates, Inc.
INCREASED3,2633,124+139+4%$253.9K$280.9K+$27.0K2026-10-27
Legacy Wealth Partners, LLC
INCREASED3,2473,097+150+5%$251.7K$279.5K+$27.8K2026-10-15
VAN Strum & Towne Inc.
DECREASED3,2463,249-30%$264.0K$279.4K+$15.4K2026-11-06
JBR Co Financial Management Inc
UNCHANGED3,2413,24100%$263.4K$263.5K+$652026-10-13
Yankcom Partnership
UNCHANGED3,2283,22800%$262.3K$277.9K+$15.5K2026-10-15
Cascade Investment Advisors, Inc.
UNCHANGED3,2263,22600%$262.1K$277.7K+$15.5K2026-11-02
Junk Investment Group, LLC
INCREASED3,2163,201+15+0%$260.1K$276.9K+$16.8K2026-10-19
Wagner Wealth Management, LLC
DECREASED3,2123,434-222-6%$279.1K$276.5K-$2.6K2026-10-21
Holcombe Financial, Inc.
UNCHANGED3,2053,20500%$260.4K$275.9K+$15.4K2026-10-16
Veratis Advisors, Inc.
UNCHANGED3,2043,20400%$260.4K$275.8K+$15.4K2026-11-03
Chiron Capital Management, LLC
DECREASED3,1993,559-360-10%$289.2K$275.3K-$13.9K2026-10-15
Dupree Financial Group, LLC
INCREASED3,1953,194+1+0%$259.6K$275.0K+$15.4K2026-10-09
Whelan Financial
INCREASED3,1912,657+534+20%$216.0K$274.7K+$58.8K2026-10-28
Hengehold Capital Management LLC
DECREASED3,1903,236-46-1%$263.0K$274.6K+$11.6K2026-10-16
Ridgepath Capital Management LLC
INCREASED3,1903,146+44+1%$255.7K$274.6K+$18.9K2026-10-29
Edgemoor Investment Advisors, Inc.
INCREASED3,1863,152+34+1%$256.2K$274.3K+$18.1K2026-11-03
Sterling Manor Financial, LLC
NEW3,180—+3,180——$273.7K—2026-10-21
Fermata Advisors, LLC
INCREASED3,1782,609+569+22%$212.0K$273.6K+$61.5K2026-10-13
Stonekeep Investments, LLC
UNCHANGED3,1723,17200%$258.0K$273.0K+$15.0K2026-10-15
Persium Advisors, LLC
UNCHANGED3,1703,17000%$257.6K$272.8K+$15.2K2026-10-07
Sloy Dahl & Holst, LLC
UNCHANGED3,1663,16600%$257.3K$272.5K+$15.2K2026-10-14
First Security Investment Management, Inc.
DECREASED3,1644,648-1,484-32%$377.7K$272.3K-$105.4K2026-11-05
Eagle Bluffs Wealth Management LLC
UNCHANGED3,1583,15800%$258.3K$273.5K+$15.2K2026-10-20
Stonebridge Wealth Management, LLC
INCREASED3,1543,153+1+0%$256.3K$271.5K+$15.2K2026-10-09
Miller Financial Services LLC
DECREASED3,1463,291-145-4%$267.5K$270.8K+$3.4K2026-10-20
Cypress Asset Management Inc
UNCHANGED3,1403,14000%$255.2K$270.3K+$15.1K2026-10-09
North Capital, Inc.
DECREASED3,1373,337-200-6%$271.2K$282.7K+$11.5K2026-10-16
One Day In July LLC
NEW3,133—+3,133——$269.7K—2026-10-30
B.O.S.S. Retirement Advisors, LLC
DECREASED3,1283,426-298-9%$278.4K$269.3K-$9.2K2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED3,1273,123+4+0%$253.8K$269.2K+$15.4K2026-10-23
Asempa Wealth Advisors
INCREASED3,1163,112+4+0%$252.9K$268.3K+$15.4K2026-10-07
Tandem Investment Advisors, Inc.
DECREASED3,1144,818-1,704-35%$391.6K$268.1K-$123.5K2026-11-04
Friday Financial
INCREASED3,1142,851+263+9%$239.6K$268.1K+$28.5K2026-10-09
IMG Wealth Management, Inc.
INCREASED3,0932,965+128+4%$241.0K$266.3K+$25.3K2026-10-27
Fortitude Family Office, LLC
INCREASED3,0791,353+1,726+128%$110.0K$265.0K+$155.1K2026-10-14
Syntegra Private Wealth Group, LLC
INCREASED3,0763,010+66+2%$244.6K$264.8K+$20.2K2026-10-13
Drum Hill Capital, LLC
UNCHANGED3,0703,07000%$249.5K$264.3K+$14.8K2026-10-20
Hiley Hunt Wealth Management
DECREASED3,0603,176-116-4%$258.1K$263.4K+$5.3K2026-10-08
Summit Investment Advisors, Inc.\KS
INCREASED3,0562,793+263+9%$228.2K$263.2K+$35.0K2026-11-05
Suncoast Equity Management
NEW3,054—+3,054——$262.9K—2026-11-03
Private Wealth Partners, LLC
DECREASED3,0463,048-20%$247.7K$262.2K+$14.5K2026-10-22
Wealth Advisory Solutions, LLC
DECREASED3,0413,049-80%$247.8K$261.8K+$14.0K2026-10-20
Valley National Advisers Inc
DECREASED3,0393,607-568-16%$293.1K$261.6K-$31.6K2026-10-23
Physician Wealth Advisors, Inc.
DECREASED3,0373,169-132-4%$257.6K$261.4K+$3.9K2026-10-20
Ervin Investment Management, LLC
DECREASED3,0373,087-50-2%$250.9K$261.4K+$10.5K2026-10-23
Tcfg Investment Advisors, LLC
INCREASED3,0363,021+15+1%$245.6K$261.4K+$15.8K2026-10-20
WP Advisors, LLC
INCREASED3,0323,013+19+1%$244.9K$261.1K+$16.2K2026-10-22
Cannon Advisors, Inc.
NEW3,028—+3,028——$272.9K—2026-10-14
1834 Investment Advisors Co
NEW3,026—+3,026——$260.5K—2026-10-16
SL Advisors, LLC
DECREASED3,0213,209-188-6%$260.8K$260.0K-$7472026-10-13
Strategic Point Investment Advisors, LLC
UNCHANGED3,0203,02000%$245.4K$260.0K+$14.5K2026-10-29
Waller Financial Planning Group, Inc
UNCHANGED3,0153,01500%$245.0K$259.5K+$14.5K2026-10-07
Southern Capital Advisors, LLC
UNCHANGED3,0153,01500%$245.0K$259.5K+$14.5K2026-10-26
Hobart Private Capital, LLC
INCREASED3,0132,682+331+12%$217.9K$259.4K+$41.4K2026-10-19
Aspen Wealth Management LLC
INCREASED2,9952,991+4+0%$244.7K$259.4K+$14.7K2026-10-14
Gill Capital Partners, LLC
UNCHANGED2,9922,99200%$243.2K$257.6K+$14.4K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,9909,592-6,602-69%$779.6K$257.4K-$522.2K2026-10-14
Unique Wealth Strategies, LLC
UNCHANGED2,9862,98600%$242.7K$242.7K$02026-10-13
AWM Capital, LLC
INCREASED2,9842,958+26+1%$240.4K$256.9K+$16.6K2026-10-16
Tiller Private Wealth, Inc.
UNCHANGED2,9842,98400%$242.5K$256.9K+$14.4K2026-10-26
Wealthcare Capital Partners, LLC
INCREASED2,9682,965+3+0%$240.9K$255.5K+$14.5K2026-10-21
4Wealth Advisors, Inc.
INCREASED2,9552,948+7+0%$243.7K$256.7K+$13.0K2026-10-13
McLean Asset Management Corp
DECREASED2,9484,707-1,759-37%$412.3K$282.2K-$130.1K2026-11-06
OAK Ridge Investments LLC
NEW2,942—+2,942——$253.2K—2026-10-30
Jm2 Capital Inc.
INCREASED2,9402,881+59+2%$234.1K$253.0K+$18.9K2026-10-14
Birchbrook, Inc.
DECREASED2,9383,127-189-6%$254.1K$252.9K-$1.2K2026-10-14
ForthRight Wealth Management, LLC
INCREASED2,9322,550+382+15%$207.2K$252.4K+$45.2K2026-11-06
Eagle Wealth Advisors LLC
INCREASED2,9312,758+173+6%$225.6K$253.8K+$28.2K2026-10-20
Pullen Investment Management, LLC
UNCHANGED2,9302,93000%$238.1K$252.2K+$14.1K2026-10-23
Intergy Private Wealth, LLC
INCREASED2,9172,792+125+4%$226.9K$251.1K+$24.2K2026-10-16
Cardinal Point Capital Management ULC
DECREASED2,9165,220-2,304-44%$425.6K$251.0K-$174.6K2026-10-21
Able Financial Group, LLC
INCREASED2,9122,848+64+2%$231.4K$250.7K+$19.2K2026-10-14
Torrey Growth & Income Advisors
UNCHANGED2,9002,90000%$237.8K$252.5K+$14.7K2026-11-04
Cherrydale Wealth Management, LLC
UNCHANGED2,8992,89900%$235.6K$249.5K+$13.9K2026-10-20
ETF Portfolio Partners, Inc.
UNCHANGED2,8992,89900%$235.6K$249.5K+$13.9K2026-10-22
Probity Advisors, Inc.
DECREASED2,8952,897-20%$235.4K$249.2K+$13.8K2026-10-23
Sage Financial Management Group, Inc.
UNCHANGED2,8912,89100%$235.0K$248.9K+$13.9K2026-11-06
Beacon Capital Management, LLC
DECREASED2,8873,384-497-15%$275.0K$248.5K-$26.6K2026-10-23
Zinnia Wealth Advisory, LLC
INCREASED2,8872,612+275+11%$212.3K$248.5K+$36.2K2026-11-06
RBA Wealth Management, LLC
NEW2,885—+2,885——$248.3K—2026-10-28
Kohmann Bosshard Financial Services, LLC
INCREASED2,8852,859+26+1%$232.4K$248.3K+$15.9K2026-11-04
Cornerstone Planning Group LLC
INCREASED2,8842,533+351+14%$208.2K$254.0K+$45.8K2026-10-16
Agate Pass Investment Management, LLC
NEW2,881—+2,881——$248.0K—2026-10-20
Doliver Advisors, LP
DECREASED2,8763,701-825-22%$300.8K$247.6K-$53.2K2026-10-01
San Luis Wealth Advisors LLC
DECREASED2,8732,942-69-2%$239.1K$247.3K+$8.2K2026-10-27
Integral Investment Advisors, Inc.
DECREASED2,8673,021-154-5%$245.5K$246.8K+$1.3K2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED2,8602,654+206+8%$215.7K$246.2K+$30.5K2026-10-27
Commonwealth Retirement Investments LLC
UNCHANGED2,8562,85600%$232.1K$245.9K+$13.7K2026-10-26
Cassia Capital Partners, LLC
DECREASED2,8532,955-102-3%$240.2K$245.6K+$5.4K2026-11-04
Waterfront Wealth Inc.
DECREASED2,8502,909-59-2%$242.9K$265.8K+$23.0K2026-11-03
Carderock Capital Management Inc
UNCHANGED2,8502,85000%$231.6K$245.3K+$13.7K2026-10-22
Santori & Peters, Inc.
UNCHANGED2,8412,84100%$230.9K$244.6K+$13.7K2026-10-26
Parrish Capital LLC
DECREASED2,8286,108-3,280-54%$496.4K$243.4K-$253.0K2026-10-01
Rakuten Securities, Inc.
INCREASED2,8201,823+997+55%$148.2K$242.7K+$94.6K2026-11-02
Lighthouse Financial Services Inc
UNCHANGED2,8182,81800%$229.1K$242.6K+$13.5K2026-11-02
Mission Financial Group, LLC
INCREASED2,8142,740+74+3%$222.7K$242.3K+$19.6K2026-10-21
Consolidated Capital Management, LLC
UNCHANGED2,8142,81400%$228.7K$242.2K+$13.5K2026-10-13
Slocum, Gordon & Co LLP
UNCHANGED2,8112,81100%$228.5K$242.0K+$13.5K2026-10-19
AUA Capital Management, LLC
UNCHANGED2,8022,80200%$227.7K$241.2K+$13.5K2026-10-15
Leslie Global Wealth, LLC
DECREASED2,8012,812-110%$228.5K$241.1K+$12.6K2026-10-26
SLT Holdings LLC
NEW2,800—+2,800——$241.0K—2026-10-15
Aspect Partners, LLC
DECREASED2,7992,800-10%$227.6K$240.9K+$13.4K2026-10-20
Unify Financial Advisors
INCREASED2,7972,796+1+0%$227.2K$240.7K+$13.5K2026-11-03
Hohimer Wealth Management, LLC
DECREASED2,7952,810-15-1%$228.4K$240.6K+$12.2K2026-11-04
Leisure Capital Management
UNCHANGED2,7902,79000%$226.7K$240.2K+$13.4K2026-11-03
Penobscot Wealth Management
INCREASED2,7882,690+98+4%$218.6K$240.0K+$21.4K2026-10-21
Flywheel Private Wealth LLC
UNCHANGED2,7822,78200%$226.1K$239.5K+$13.4K2026-11-02
Seven Mile Advisory
DECREASED2,7792,966-187-6%$242.6K$239.3K-$3.3K2026-10-22
LiftPoint Family Wealth Advisors LLC
DECREASED2,7632,912-149-5%$236.7K$237.8K+$1.2K2026-11-03
Etesian Wealth Advisors, Inc.
UNCHANGED2,7582,75800%$224.1K$237.4K+$13.3K2026-10-27
SJS Investment Consulting Inc.
INCREASED2,7572,708+49+2%$220.1K$237.3K+$17.2K2026-10-26
McHugh Group, LLC
UNCHANGED2,7522,75200%$223.6K$236.9K+$13.2K2026-10-19
Gimbal Financial
DECREASED2,7502,900-150-5%$235.7K$236.7K+$1.0K2026-10-19
Shira Ridge Wealth Management
INCREASED2,7492,739+10+0%$222.6K$236.6K+$14.0K2026-10-09
New Wave Wealth Advisors LLC
INCREASED2,7472,631+116+4%$215.2K$247.6K+$32.4K2026-10-19
Ipsen Advisor Group LLC
INCREASED2,7442,729+15+1%$221.8K$236.2K+$14.4K2026-10-29
Invested Advisors
UNCHANGED2,7432,74300%$222.9K$236.1K+$13.2K2026-10-23
Whitcomb & Hess, Inc.
UNCHANGED2,7412,74100%$222.8K$235.9K+$13.2K2026-10-07
Mascagni Wealth Management, Inc.
INCREASED2,7292,694+35+1%$219.0K$235.0K+$16.0K2026-10-23
Peterson Wealth Advisors, LLC
INCREASED2,7172,654+63+2%$215.7K$233.9K+$18.2K2026-10-08
Harbor Group, Inc.
INCREASED2,7102,705+5+0%$219.9K$233.2K+$13.4K2026-10-14
Mascoma Wealth Management LLC
INCREASED2,7042,417+287+12%$196.4K$232.8K+$36.3K2026-10-23
Bdfs Capital LLC
INCREASED2,7022,700+2+0%$220.8K$234.0K+$13.2K2026-10-14
Focused Wealth Management, Inc
DECREASED2,6983,748-1,050-28%$304.6K$232.2K-$72.3K2026-10-30
Lauterbach Financial Advisors, LLC
UNCHANGED2,6822,68200%$218.0K$230.9K+$12.9K2026-10-21
Financial Synergies Wealth Advisors, Inc.
NEW2,681—+2,681——$230.8K—2026-10-16
Sterling Investment Management, LLC
UNCHANGED2,6802,68000%$217.8K$230.7K+$12.9K2026-10-16
Stegent Equity Advisors, Inc.
DECREASED2,6798,176-5,497-67%$664.5K$230.6K-$433.9K2026-10-13
Pflug Koory, LLC
UNCHANGED2,6772,67700%$217.6K$230.4K+$12.9K2026-10-26
Grantvest Financial Group LLC
INCREASED2,6752,674+1+0%$217.3K$230.3K+$12.9K2026-10-21
Donalies Financial Planning, LLC
NEW2,673—+2,673——$230.1K—2026-10-19
Bucket List Wealth Management, LLC
INCREASED2,6722,667+5+0%$216.8K$230.0K+$13.3K2026-10-22
DMC Group, LLC
DECREASED2,6692,801-132-5%$227.6K$229.7K+$2.1K2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED2,6673,281-614-19%$266.7K$229.6K-$37.1K2026-10-22
Pacifica Partners Inc.
UNCHANGED2,6632,66300%$223.7K$229.3K+$5.6K2026-10-09
Wise Wealth Partners
UNCHANGED2,6562,65600%$215.8K$228.6K+$12.8K2026-10-14
Reyes Financial Architecture, Inc.
DECREASED2,6554,288-1,633-38%$348.5K$228.5K-$119.9K2026-10-22
Gilliland Jeter Wealth Management LLC
DECREASED2,6552,678-23-1%$217.6K$228.5K+$10.9K2026-10-28
Arta Finance Wealth Management LLC
NEW2,649—+2,649——$228.0K—2026-10-28
Inspirion Wealth Advisors, LLC
UNCHANGED2,6482,64800%$215.3K$228.0K+$12.7K2026-10-09
ASL Financial, LLC
DECREASED2,6412,766-125-5%$224.8K$227.3K+$2.5K2026-10-15
Crumly & Associates Inc.
NEW2,632—+2,632——$226.5K—2026-10-07
C2c Wealth Management, LLC
DECREASED2,6202,644-24-1%$214.9K$225.5K+$10.7K2026-10-20
Phoenix Wealth Advisors
UNCHANGED2,6142,61400%$212.4K$225.0K+$12.6K2026-11-03
MKT Advisors LLC
DECREASED2,6043,004-400-13%$252.5K$228.6K-$23.9K2026-10-20
Enzi Wealth
INCREASED2,6022,576+26+1%$214.0K$234.5K+$20.5K2026-10-14
Defined Wealth Management, LLC
NEW2,595—+2,595——$223.4K—2026-10-19
Cadent Capital Advisors, LLC
DECREASED2,5853,153-568-18%$256.3K$222.5K-$33.7K2026-10-09
Cap Partners, LLC
INCREASED2,5652,547+18+1%$207.0K$220.8K+$13.8K2026-10-19
ShankerValleau Wealth Advisors, Inc.
UNCHANGED2,5612,56100%$208.1K$220.5K+$12.3K2026-10-16
LifeWealth Investments, LLC
DECREASED2,5583,089-531-17%$251.1K$220.2K-$30.9K2026-10-21
Highline Wealth Partners LLC
INCREASED2,5542,175+379+17%$176.7K$219.9K+$43.2K2026-10-19
Guardian Wealth Advisors, LLC
DECREASED2,5533,384-831-25%$275.0K$232.8K-$42.3K2026-10-30
PMG Family Office LLC
INCREASED2,5502,545+5+0%$208.2K$220.9K+$12.7K2026-10-19
TruNorth Capital Management, LLC
NEW2,546—+2,546——$219.2K—2026-10-14
City Center Advisors, LLC
NEW2,546—+2,546——$219.2K—2026-10-08
Cookson Peirce & Co Inc
INCREASED2,5422,527+15+1%$205.4K$218.8K+$13.4K2026-10-30
Taylor Securities Services, Inc.
UNCHANGED2,5422,54200%$206.6K$218.8K+$12.2K2026-10-20
OP Asset Management Ltd
UNCHANGED2,5342,53400%$205.9K$218.1K+$12.2K2026-11-05
Diversified Portfolios, Inc.
NEW2,533—+2,533——$218.0K—2026-11-04
Piedmont Capital Management, LLC
UNCHANGED2,5322,53200%$205.8K$218.0K+$12.2K2026-10-21
Beverly Hills Private Wealth, LLC
NEW2,528—+2,528——$217.7K—2026-11-04
Livelsberger Financial Advisory
NEW2,527—+2,527——$217.5K—2026-10-28
Northwest Financial Advisors
NEW2,523—+2,523——$217.1K—2026-10-27
Williams Financial, LLC
NEW2,521—+2,521——$217.0K—2026-10-19
Emergent Wealth Advisors, LLC
DECREASED2,5202,689-169-6%$218.5K$216.9K-$1.6K2026-10-09
Affiance Financial, LLC
INCREASED2,5152,499+16+1%$203.1K$216.5K+$13.4K2026-10-15
TPG Advisors LLC
INCREASED2,5062,501+5+0%$203.2K$215.7K+$12.5K2026-10-16
TCP Asset Management, LLC
NEW2,504—+2,504——$214.4K—2026-10-14
Sweeney & Michel, LLC
INCREASED2,4972,449+48+2%$213.2K$216.3K+$3.1K2026-10-16
Goldstein Advisors, LLC
DECREASED2,4952,562-67-3%$208.2K$214.8K+$6.6K2026-10-15
Lazari Capital Management, Inc.
DECREASED2,4942,550-56-2%$207.2K$214.7K+$7.5K2026-10-20
Brighton Securities Corp.
DECREASED2,4922,516-24-1%$204.4K$214.5K+$10.0K2026-10-08
National Wealth Management Group, LLC
NEW2,489—+2,489——$214.2K—2026-10-26
Lifetime Wealth Management P.C.
UNCHANGED2,4872,48700%$202.1K$214.1K+$12.0K2026-10-29
Bridgelight Financial Advisors, Inc.
INCREASED2,4812,471+10+0%$200.8K$213.6K+$12.8K2026-10-20
DeLarme Wealth Management, Inc.
NEW2,480—+2,480——$213.5K—2026-10-30
Brooklyn FI, LLC
NEW2,477—+2,477——$237.3K—2026-11-05
Objective Capital Management, LLC
NEW2,457—+2,457——$211.5K—2026-10-13
Columbia Bank
DECREASED2,4552,559-104-4%$208.0K$211.3K+$3.4K2026-10-29
Wealth Effects LLC
NEW2,450—+2,450——$210.9K—2026-10-23
Vaquero Private Wealth, LTD
UNCHANGED2,4492,44900%$199.0K$210.8K+$11.8K2026-10-27
UMB Private Wealth Management, LLC
NEW2,444—+2,444——$210.3K—2026-10-19
Financial Planning Navigators Corp
NEW2,430—+2,430——$209.2K—2026-10-14
Villere ST Denis J & Co LLC
NEW2,429—+2,429——$209.1K—2026-11-04
Voisard Asset Management Group, Inc.
NEW2,420—+2,420——$208.3K—2026-10-13
Academy Capital Management
NEW2,419—+2,419——$208.2K—2026-11-05
IPG Investment Advisors LLC
NEW2,417—+2,417——$209.3K—2026-10-30
Nova R Wealth, Inc.
NEW2,417—+2,417——$208.0K—2026-10-26
Stewardship Advisors, LLC
NEW2,417—+2,417——$208.1K—2026-10-20
RVW Wealth, LLC
NEW2,407—+2,407——$207.2K—2026-10-06
Compass Financial Services Inc
DECREASED2,4052,624-219-8%$213.2K$207.0K-$6.2K2026-11-06
Tilia Fiduciary Partners, Inc.
NEW2,402—+2,402——$206.8K—2026-10-09
Hikari Power Ltd
NEW2,400—+2,400——$207.0K—2026-10-30
Wetzel Investment Advisors, Inc.
DECREASED2,3992,518-119-5%$206.0K$207.8K+$1.8K2026-10-13
Code Waechter LLC
DECREASED2,3954,222-1,827-43%$343.1K$206.1K-$137.0K2026-10-23
SWS Partners
NEW2,394—+2,394——$207.4K—2026-10-26
Mountain Capital Investment Advisors Inc.
NEW2,390—+2,390——$205.7K—2026-11-06
DeDora Capital, Inc.
DECREASED2,3883,260-872-27%$265.0K$205.5K-$59.4K2026-10-26
CJM Wealth Advisers, Ltd.
NEW2,387—+2,387——$205.5K—2026-10-27
Avid Wealth Partners LLC
NEW2,382—+2,382——$205.2K—2026-11-03
Rinkey Investments
NEW2,381—+2,381——$205.0K—2026-10-28
Client 1ST Advisory Group, LLC
NEW2,379—+2,379——$204.8K—2026-10-19
Eubel Brady & Suttman Asset Management Inc
NEW2,370—+2,370——$204.0K—2026-11-04
Brown Miller Wealth Management, LLC
NEW2,370—+2,370——$204.0K—2026-11-02
Straight Path Wealth Management
NEW2,367—+2,367——$203.8K—2026-10-23
WPG Advisers, LLC
INCREASED2,3632,182+181+8%$177.3K$203.4K+$26.1K2026-10-27
Financial Perspectives, Inc
INCREASED2,3572,355+2+0%$191.4K$202.9K+$11.5K2026-11-03
SFE Investment Counsel
NEW2,354—+2,354——$202.6K—2026-10-29
Cottage Street Advisors LLC
NEW2,351—+2,351——$202.4K—2026-10-19
Quantum Financial Partners LLC
NEW2,350—+2,350——$202.3K—2026-10-19
Cora Capital Advisors LLC
NEW2,349—+2,349——$202.2K—2026-11-02
Oarsman Capital, Inc.
NEW2,342—+2,342——$201.6K—2026-11-05
Asset Allocation & Management Company, LLC
NEW2,342—+2,342——$202.0K—2026-10-13
Great Lakes Retirement, Inc.
NEW2,337—+2,337——$202.3K—2026-10-26
Bluesphere Advisors LLC
NEW2,334—+2,334——$200.9K—2026-10-19
Aljian Capital Management, LLC
NEW2,331—+2,331——$200.7K—2026-10-28
Capital Investment Counsel, LLC
NEW2,325—+2,325——$200.1K—2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED2,3081,819+489+27%$147.8K$198.7K+$50.8K2026-10-16
Trifecta Capital Advisors, LLC
UNCHANGED2,2022,20200%$179.0K$189.5K+$10.6K2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED2,2002,20000%$178.8K$189.4K+$10.6K2026-11-03
Reap Financial Group, LLC
INCREASED2,1902,025+165+8%$164.5K$188.5K+$24.0K2026-11-02
Creative Capital Management Investments LLC
INCREASED2,1481,957+191+10%$159.0K$184.9K+$25.9K2026-10-28
Triumph Capital Management
INCREASED2,1372,066+71+3%$167.9K$184.0K+$16.1K2026-10-14
Fiduciary Advisors, Inc.
INCREASED2,1172,103+14+1%$170.9K$182.2K+$11.3K2026-10-16
MB, Levis & Associates, LLC
UNCHANGED2,1112,11100%$171.6K$181.7K+$10.2K2026-10-16
Avion Wealth
INCREASED2,0922,025+67+3%$164.0K$180.0K+$16.0K2026-11-04
AXS Investments LLC
DECREASED2,0732,748-675-25%$223.3K$178.4K-$44.9K2026-11-04
Peck Wealth Management, LLC
UNCHANGED2,0632,06300%$167.7K$177.6K+$9.9K2026-10-29
Trust Co
DECREASED1,9912,376-385-16%$193.1K$171.4K-$21.7K2026-10-09
Hager Investment Management Services, LLC
UNCHANGED1,9591,95900%$159.2K$168.7K+$9.4K2026-11-04
Quaker Wealth Management, LLC
INCREASED1,9441,849+95+5%$150.3K$167.4K+$17.1K2026-10-22
Ashurst Perkins Coie Trust Co
INCREASED1,9301,267+663+52%$103.0K$166.1K+$63.2K2026-10-15
Ares Financial Consulting, LLC
INCREASED1,8911,789+102+6%$145.4K$162.8K+$17.4K2026-10-19
First Pacific Financial
INCREASED1,8501,845+5+0%$150.0K$159.2K+$9.2K2026-10-14
CGC Financial Services, LLC
UNCHANGED1,8491,84900%$150.3K$159.2K+$8.9K2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED1,8281,830-20%$148.7K$157.4K+$8.6K2026-10-15
Luken Investment Analytics, LLC
UNCHANGED1,8001,80000%$146.3K$154.9K+$8.7K2026-11-06
GK Wealth Management LLC
NEW1,795—+1,795——$154.6K—2026-10-09
Joseph Group Capital Management
INCREASED1,7791,413+366+26%$114.8K$153.1K+$38.3K2026-11-04
Main Street Group, LTD
DECREASED1,7611,879-118-6%$152.7K$151.6K-$1.1K2026-10-28
Sherman Asset Management, Inc.
DECREASED1,6702,588-918-35%$210.4K$143.8K-$66.6K2026-11-05
Meriwether Wealth & Planning, LLC
DECREASED1,5972,735-1,138-42%$222.3K$137.5K-$84.8K2026-10-13
Burk Holdings LLC
INCREASED1,5881,568+20+1%$127.4K$136.7K+$9.3K2026-11-05
North Point Portfolio Managers Corp
NEW1,574—+1,574——$136.7K—2026-10-07
Richardson Capital Management LLC
UNCHANGED1,5501,55000%$126.0K$133.4K+$7.5K2026-10-23
Comprehensive Financial Planning, Inc.
UNCHANGED1,5491,54900%$125.9K$133.3K+$7.5K2026-10-27
GoalVest Advisory LLC
INCREASED1,5441,373+171+12%$111.6K$132.9K+$21.3K2026-10-02
Halbert Hargrove Global Advisors, LLC
DECREASED1,5221,565-43-3%$127.2K$131.0K+$3.8K2026-10-16
Accordant Advisory Group Inc
UNCHANGED1,5131,51300%$123.0K$130.2K+$7.3K2026-10-29
James T. Borello RIA
INCREASED1,5071,307+200+15%$106.2K$129.7K+$23.5K2026-10-16
Smallwood Wealth Investment Management, LLC
UNCHANGED1,5051,50500%$122.3K$129.6K+$7.2K2026-10-30
American Capital Advisory, LLC
INCREASED1,5001,494+6+0%$121.4K$129.1K+$7.7K2026-10-28
Lipe & Dalton
UNCHANGED1,5001,50000%$122.0K$129.0K+$7.0K2026-10-15
IFS Advisors, LLC
INCREASED1,489148+1,341+906%$12.0K$128.2K+$116.1K2026-10-14
Vima LLC
INCREASED1,4881,484+4+0%$120.6K$128.1K+$7.5K2026-10-23
Westchester Capital Management, Inc.
UNCHANGED1,4491,44900%$117.8K$124.7K+$7.0K2026-10-23
True Wealth Design, LLC
INCREASED1,4331,037+396+38%$84.3K$123.4K+$39.1K2026-10-13
First Community Trust NA
DECREASED1,4251,826-401-22%$148.4K$122.7K-$25.7K2026-10-07
Polaris Financial Partners
NEW1,411—+1,411——$123—2026-10-02
Covestor Ltd
DECREASED1,3802,104-724-34%$171.0K$119.0K-$52.0K2026-10-30
Elevation Wealth Partners, LLC
INCREASED1,3541,111+243+22%$90.3K$116.6K+$26.3K2026-10-07
Mosley Wealth Management
DECREASED1,3311,384-53-4%$112.5K$122.4K+$10.0K2026-10-16
Financial Freedom, LLC
NEW1,250—+1,250——$107.6K—2026-11-06
High Note Wealth, LLC
INCREASED1,248852+396+46%$69.2K$107.4K+$38.2K2026-10-27
Wilkerson Advisory Group LLC
INCREASED1,2311,144+87+8%$93.0K$106.0K+$13.0K2026-10-20
Redwood Park Advisors LLC
INCREASED1,2271,226+1+0%$99.7K$105.7K+$6.0K2026-11-02
Addison Advisors LLC
INCREASED1,2241,184+40+3%$96.2K$105.4K+$9.1K2026-11-06
Sawyer & Company, Inc
UNCHANGED1,2091,20900%$98.3K$104.1K+$5.8K2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED1,2011,200+1+0%$97.5K$103.4K+$5.8K2026-11-02
Monetary Solutions, Ltd
INCREASED1,1991,195+4+0%$97.1K$103.2K+$6.1K2026-10-22
Vestor Capital, LLC
DECREASED1,196327,999-326,803-100%$45.9K$455-$45.5K2026-11-04
Kennebec Savings Bank
DECREASED1,1841,190-60%$96.7K$101.9K+$5.2K2026-10-22
Balance Wealth Partners LLC
NEW1,171—+1,171——$100.8K—2026-10-27
Planning Strategies Inc.
INCREASED1,1591,130+29+3%$91.8K$99.8K+$7.9K2026-10-02
Advantage Trust Co
UNCHANGED1,1591,15900%$94.2K$99.8K+$5.6K2026-10-19
Bare Financial Services, Inc
INCREASED1,1481,096+52+5%$89.1K$98.8K+$9.7K2026-11-04
Evolution Wealth Management Inc.
DECREASED1,1201,343-223-17%$109.1K$96.4K-$12.8K2026-10-28
John Boyer, Inc.
NEW1,103—+1,103——$95.0K—2026-10-27
Your Advocates Ltd., LLP
INCREASED1,0831,078+5+0%$87.6K$93.2K+$5.6K2026-11-03
Private Wealth Management Group, LLC
INCREASED1,069540+529+98%$43.9K$92.0K+$48.1K2026-10-19
West Financial Advisors, LLC
UNCHANGED1,0651,06500%$86.6K$91.7K+$5.1K2026-10-22
Tsfg, LLC
DECREASED1,0542,965-1,911-64%$241.0K$91.0K-$150.0K2026-10-23
Centerpoint Advisors, LLC
DECREASED1,0516,574-5,523-84%$534.0K$90.0K-$444.0K2026-11-05
Byrne Asset Management LLC
UNCHANGED1,0401,04000%$84.5K$89.5K+$5.0K2026-10-06
McCarley & Cook Financial Planners
UNCHANGED1,0351,03500%$84.1K$89.1K+$5.0K2026-10-21
Cranbrook Wealth Management, LLC
DECREASED1,0321,160-128-11%$94.3K$88.9K-$5.4K2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED1,0141,01400%$82.4K$87.3K+$4.9K2026-11-02
Abound Wealth Management
INCREASED1,006755+251+33%$61.4K$86.6K+$25.2K2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED1,0061,00600%$81.8K$86.6K+$4.8K2026-10-15
Foresight Capital Management Advisors, Inc.
NEW961—+961——$82.7K—2026-10-27
Harbor Asset Planning, Inc.
INCREASED946943+3+0%$76.6K$81.5K+$4.9K2026-10-23
Curat Global, LLC
INCREASED940740+200+27%$76.4K$80.9K+$4.5K2026-10-26
Tradewinds Capital Management, LLC
UNCHANGED90990900%$73.9K$78.2K+$4.4K2026-10-23
DecisionPoint Financial, LLC
INCREASED901116+785+677%$9.4K$77.6K+$68.1K2026-10-27
Chung Wu Investment Group, LLC
UNCHANGED90090000%$73.1K$77.5K+$4.3K2026-11-03
CrossGen Wealth, LLC
INCREASED887862+25+3%$70.1K$76.4K+$6.3K2026-10-30
Glass Jacobson Investment Advisors llc
DECREASED884932-48-5%$75.8K$76.1K+$2902026-10-26
Global Trust Asset Management, LLC
UNCHANGED87687600%$71.2K$75.4K+$4.2K2026-10-19
Lynch Investment Planning, LLC
NEW875—+875——$75.8K—2026-10-27
Nvwm, LLC
INCREASED869842+27+3%$68.4K$74.8K+$6.4K2026-10-14
Mechanics Financial Corp
INCREASED839816+23+3%$66.3K$72.2K+$5.9K2026-11-05
Marquette Asset Management, LLC
UNCHANGED81981900%$66.6K$70.5K+$3.9K2026-10-09
Southern Michigan Bank & Trust
INCREASED810724+86+12%$58.8K$69.7K+$10.9K2026-10-19
Sima Wealth Partners, LLC
UNCHANGED81081000%$65.8K$69.7K+$3.9K2026-10-19
Blue Bell Private Wealth Management, LLC
UNCHANGED80980900%$65.7K$69.6K+$3.9K2026-10-29
Hoese & Co LLP
UNCHANGED80080000%$65.0K$68.9K+$3.8K2026-10-21
Barnes Dennig Private Wealth Management LLC
UNCHANGED80080000%$65.0K$68.9K+$3.8K2026-10-30
Miller Global Investments, LLC
NEW799—+799——$68.8K—2026-10-02
Retirement Wealth Solutions LLC
INCREASED780614+166+27%$49.9K$67.1K+$17.3K2026-10-07
Strategic Advocates LLC
DECREASED772774-20%$62.9K$66.4K+$3.5K2026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED75975900%$61.7K$65.3K+$3.7K2026-10-07
Birchwood Financial Partners, Inc.
INCREASED755699+56+8%$56.8K$65.0K+$8.2K2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED75175100%$61.0K$64.6K+$3.6K2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED74974900%$60.9K$64.5K+$3.6K2026-10-16
Tounjian Advisory Partners, LLC
INCREASED735587+148+25%$47.7K$63.3K+$15.6K2026-11-04
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED722815-93-11%$66.2K$62.2K-$4.1K2026-11-06
DiNuzzo Private Wealth, Inc.
INCREASED708568+140+25%$46.1K$60.9K+$14.8K2026-10-16
Torren Management, LLC
UNCHANGED69669600%$56.6K$59.9K+$3.4K2026-10-29
Plante Moran Financial Advisors, LLC
DECREASED691757-66-9%$61.5K$59.5K-$2.0K2026-11-04
Contravisory Investment Management, Inc.
DECREASED6742,050-1,376-67%$166.6K$58.0K-$108.6K2026-10-13
Gilpin Wealth Management, LLC
NEW669—+669——$57.6K—2026-10-09
Aventus Investment Advisors, Inc.
UNCHANGED66666600%$54.1K$57.3K+$3.2K2026-10-09
Matrix Trust Co
INCREASED665664+1+0%$54.0K$57.0K+$3.0K2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED66366300%$53.9K$57.1K+$3.2K2026-10-23
Phillip James Consulting Co.
UNCHANGED63963900%$51.9K$55.0K+$3.1K2026-11-03
Friedenthal Financial
NEW614—+614——$52.9K—2026-10-27
Horizon Financial Services, LLC
DECREASED608661-53-8%$53.7K$52.3K-$1.4K2026-11-04
MidAtlantic Capital Management, Inc.
NEW604—+604——$51.9K—2026-11-05
Valued Wealth Advisors LLC
INCREASED589515+74+14%$42.1K$51.0K+$8.9K2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
DECREASED573907-334-37%$73.7K$49.3K-$24.4K2026-10-28
Bay Harbor Wealth Management, LLC
DECREASED5611,475-914-62%$120.7K$48.6K-$72.1K2026-11-03
Holos Integrated Wealth LLC
INCREASED541400+141+35%$33.6K$50.5K+$16.9K2026-10-23
Align Financial, LLC
INCREASED514477+37+8%$38.8K$44.2K+$5.5K2026-10-16
Mainstream Capital Management LLC
NEW503—+503——$43.3K—2026-10-23
Putney Financial Group LLC
NEW494—+494——$42.5K—2026-10-30
Sfam, LLC
UNCHANGED49349300%$40.0K$42.4K+$2.4K2026-11-03
Essential Partners LLC
INCREASED487486+1+0%$39.5K$41.9K+$2.4K2026-10-14
Midwest Capital Advisors, LLC
UNCHANGED46546500%$37.8K$40.0K+$2.2K2026-11-04
Sunrise Financial Services, LLC
DECREASED463483-20-4%$39.3K$39.9K+$6022026-10-21
Ninety One North America, Inc.
DECREASED4612,718-2,257-83%$220.9K$39.7K-$181.2K2026-10-15
Elevated Capital Advisors, LLC
DECREASED435535-100-19%$43.5K$37.4K-$6.0K2026-11-04
Daytona Street Capital LLC
UNCHANGED41041000%$34.2K$35.4K+$1.2K2026-10-15
3 Factor Indexing, LLC
UNCHANGED40940900%$33.2K$35.2K+$2.0K2026-10-15
Miller Wealth Advisors, LLC
UNCHANGED39039000%$31.7K$33.6K+$1.9K2026-11-02
Rothwell Investment Advisors, LLC
NEW387—+387——$33.3K—2026-11-06
RMG Wealth Management LLC
UNCHANGED36136100%$31.3K$34.2K+$2.9K2026-10-26
Horizons Wealth Management
NEW358—+358——$30.8K—2026-10-05
CKW Financial Group
INCREASED358346+12+3%$28.0K$31.0K+$3.0K2026-10-29
Horrell Capital Management, Inc.
UNCHANGED35635600%$28.9K$30.6K+$1.7K2026-10-08
Guardian Partners Inc.
UNCHANGED33633600%$27.3K$28.9K+$1.6K2026-10-21
Steph & Co
INCREASED335305+30+10%$24.8K$28.8K+$4.1K2026-10-07
Morton Brown Family Wealth, LLC
DECREASED328357-29-8%$29.0K$28.3K-$7532026-10-23
J.Safra Asset Management Corp
UNCHANGED32532500%$26.4K$28.0K+$1.6K2026-11-03
Intelligent Financial Strategies
INCREASED323321+2+1%$26.3K$28.0K+$1.7K2026-10-16
KFG LLC
NEW312—+312——$26.9K—2026-11-02
Eukles Asset Management
UNCHANGED31231200%$25.4K$26.9K+$1.5K2026-11-04
Paladin Partners, LLC
UNCHANGED31031000%$25.2K$26.7K+$1.5K2026-10-06
Fairway Wealth LLC
INCREASED298119+179+150%$9.7K$25.7K+$16.0K2026-10-30
Downshift Financial, LLC
INCREASED286265+21+8%$21.5K$24.6K+$3.1K2026-10-13
Hurley Capital, LLC
INCREASED280279+1+0%$22.6K$24.1K+$1.5K2026-11-05
Louisbourg Investments Inc.
NEW270—+270——$23.2K—2026-10-20
Hara Capital LLC
DECREASED259291-32-11%$23.8K$22.4K-$1.4K2026-10-30
10Elms LLP
UNCHANGED24024000%$19.5K$20.7K+$1.2K2026-11-06
Fulcrum Asset Management LLP
NEW223—+223——$19.4K—2026-11-04
United Financial Planning Group LLC
UNCHANGED22022000%$17.9K$18.9K+$1.1K2026-11-04
POM Investment Strategies, LLC
UNCHANGED22022000%$17.9K$18.9K+$1.1K2026-10-20
Fairman Group, LLC
UNCHANGED21821800%$17.8K$18.9K+$1.0K2026-10-26
Team Financial Group, LLC
NEW204—+204——$17.6K—2026-10-30
Hoey Investments, Inc
INCREASED2033+200+6667%$244$17.5K+$17.2K2026-10-29
Kroeger Financial Partners
UNCHANGED20020000%$16.3K$17.2K+$9622026-10-19
Syntax Research, Inc.
UNCHANGED20020000%$16.3K$17.2K+$9622026-11-04
Key Capital Management, Inc
INCREASED195171+24+14%$13.9K$16.8K+$2.9K2026-11-03
Activest Wealth Management
DECREASED183390-207-53%$31.7K$15.8K-$15.9K2026-10-15
Gold Investment Management Ltd.
DECREASED180787-607-77%$64.0K$15.5K-$48.5K2026-10-19
Cedar Mountain Advisors, LLC
DECREASED165297-132-44%$24.1K$14.2K-$10.0K2026-10-15
Access Investment Management LLC
UNCHANGED16516500%$13.4K$14.2K+$7942026-10-23
StrongBox Wealth, LLC
INCREASED156152+4+3%$12.4K$13.4K+$1.1K2026-11-02
Three Bridge Wealth Advisors, LLC
NEW155—+155——$13.4K—2026-11-05
Harbor Capital Advisors, Inc.
DECREASED153279-126-45%$23$13-$102026-10-22
Newton One Investments LLC
INCREASED139138+1+1%$11.2K$11.9K+$7392026-10-14
Next Level Wealth Planning, LLC
NEW138—+138——$11.9K—2026-10-29
Transce3nd, LLC
INCREASED13292+40+43%$7.7K$12.2K+$4.6K2026-10-26
Rachor Investment Advisory Services, LLC
INCREASED132131+1+1%$10.6K$11.3K+$7032026-10-29
Mountain Hill Investment Partners Corp.
DECREASED128157-29-18%$12.7K$11.0K-$1.7K2026-10-23
Bear Mountain Capital, Inc.
UNCHANGED12812800%$10.6K$12.0K+$1.4K2026-11-04
Montgomery Financial Services LLC
INCREASED12262+60+97%$5.0K$10.5K+$5.5K2026-11-03
Clayton Financial Group LLC
NEW100—+100——$8.6K—2026-10-13
Breakwater Investment Management
INCREASED10085+15+18%$6.9K$8.6K+$1.7K2026-10-20
Kings Path Partners LLC
UNCHANGED929200%$7.5K$7.9K+$4422026-10-21
Madden Securities Corp
NEW89—+89——$7.7K—2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED808000%$6.5K$6.9K+$3852026-10-14
PayPay Securities Corp
DECREASED7678-2-3%$6.3K$6.5K+$2032026-10-27
Bernzott Capital Advisors
NEW74—+74——$6.4K—2026-10-29
Advocate Investing Services LLC
UNCHANGED717100%$5.8K$6.1K+$3682026-10-26
RHL Group, LLC
INCREASED6758+9+16%$4.7K$5.7K+$1.0K2026-11-04
Alta Capital Management LLC/
NEW60—+60——$5.2K—2026-10-26
Wealth Analytics Partners, LLC
NEW60—+60——$5.2K—2026-10-19
Prudent Man Investment Management, Inc.
NEW56—+56——$4.8K—2026-11-03
Granite FO LLC
UNCHANGED444400%$3.6K$3.8K+$2122026-10-14
Compass Wealth Management LLC
NEW39—+39——$3.4K—2026-10-22
Navigoe, LLC
INCREASED3931+8+26%$2$3+$12026-11-04
Entrust Financial LLC
UNCHANGED303000%$2.4K$2.6K+$1442026-11-04
Noble Wealth Management PBC
UNCHANGED282800%$2.3K$2.4K+$1342026-10-01
Robbins Farley
INCREASED2010+10+100%$813$1.7K+$9092026-10-21
Ulland Investment Advisors, LLC
UNCHANGED202000%$2$2$02026-10-13
Winthrop Capital Management, LLC
UNCHANGED131300%$1$1.1K+$1.1K2026-11-05
Kintegral Advisory, LLC
CLOSED0171,609-171,609-100%$14.0M$0-$14.0M2026-10-16
Y-Intercept (Hong Kong) Ltd
CLOSED0168,502-168,502-100%$13.7M$0-$13.7M2026-10-16
Capricorn Fund Managers Ltd
CLOSED050,000-50,000-100%$4.1M$0-$4.1M2026-11-03
Wellington Shields Capital Management, LLC
CLOSED037,085-37,085-100%$3.0M$0-$3.0M2026-11-03
Arbor Capital Management Inc
CLOSED025,636-25,636-100%$2.2M$0-$2.2M2026-10-21
Wellington Shields & Co., LLC
CLOSED024,400-24,400-100%$2.0M$0-$2.0M2026-11-03
OmniStar Financial Group, Inc.
CLOSED018,466-18,466-100%$1.5M$0-$1.5M2026-10-26
Caitong International Asset Management Co., Ltd
CLOSED016,689-16,689-100%$1.4M$0-$1.4M2026-10-29
HMS Capital Management, LLC
CLOSED016,339-16,339-100%$1.3M$0-$1.3M2026-10-20
Leonteq Securities AG
CLOSED011,534-11,534-100%$937.4K$0-$937.4K2026-10-29
Johnson Financial Group, LLC
CLOSED011,448-11,448-100%$930.4K$0-$930.4K2026-11-03
OMC Financial Services LTD
CLOSED010,979-10,979-100%$892.3K$0-$892.3K2026-10-19
Renasant Bank
CLOSED09,472-9,472-100%$769.8K$0-$769.8K2026-11-05
Shah Wealth Advisors, LLC
CLOSED08,787-8,787-100%$714.1K$0-$714.1K2026-11-06
S.E.E.D. Planning Group LLC
CLOSED08,188-8,188-100%$665.5K$0-$665.5K2026-10-07
Saxon Interests, Inc.
CLOSED04,673-4,673-100%$379.8K$0-$379.8K2026-10-26
Simplify Asset Management Inc.
CLOSED04,089-4,089-100%$332.3K$0-$332.3K2026-10-27
Xcel Wealth Management, LLC
CLOSED04,000-4,000-100%$325.1K$0-$325.1K2026-10-26
Heritage Investment Group, Inc.
CLOSED03,843-3,843-100%$312.3K$0-$312.3K2026-11-03
Brick & Kyle, Associates
CLOSED03,700-3,700-100%$281.4K$0-$281.4K2026-11-05
Moller Wealth Partners
CLOSED03,464-3,464-100%$281.5K$0-$281.5K2026-10-15
North Berkeley Wealth Management, LLC
CLOSED03,218-3,218-100%$261.5K$0-$261.5K2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
CLOSED03,214-3,214-100%$261.2K$0-$261.2K2026-10-22
Arlington Partners LLC
CLOSED03,165-3,165-100%$257.2K$0-$257.2K2026-10-20
Semitam Bonam LLC
CLOSED03,107-3,107-100%$252.5K$0-$252.5K2026-10-27
WealthSpring Partners, LLC
CLOSED02,971-2,971-100%$241.5K$0-$241.5K2026-10-14
Pacific Excel Wealth Advisors, Inc.
CLOSED02,868-2,868-100%$233.1K$0-$233.1K2026-10-27
Single Point Partners, LLC
CLOSED02,863-2,863-100%$232.7K$0-$232.7K2026-10-19
Seelaus Asset Management LLC
CLOSED02,850-2,850-100%$231.6K$0-$231.6K2026-10-14
Taylor Financial Group, Inc.
CLOSED02,814-2,814-100%$228.7K$0-$228.7K2026-11-02
Evolution Wealth Advisors, LLC
CLOSED02,769-2,769-100%$225.0K$0-$225.0K2026-11-03
Moneywise, Inc.
CLOSED02,680-2,680-100%$217.8K$0-$217.8K2026-10-30
CogentBlue Wealth Advisors, LLC
CLOSED02,668-2,668-100%$216.8K$0-$216.8K2026-10-09
KRS Capital Management, LLC
CLOSED02,482-2,482-100%$201.7K$0-$201.7K2026-10-16
Solidarity Wealth, LLC
CLOSED02,448-2,448-100%$200.2K$0-$200.2K2026-10-15
Munich Reinsurance Co Stock Corp in Munich
CLOSED02,366-2,366-100%$192.3K$0-$192.3K2026-10-30
Midway Capital Research & Management
CLOSED01,800-1,800-100%$146.3K$0-$146.3K2026-10-20
Catalyst Capital Advisors LLC
CLOSED01,403-1,403-100%$114.0K$0-$114.0K2026-11-02
Alternative Investment Advisors, Llc.
CLOSED01,361-1,361-100%$110.7K$0-$110.7K2026-11-03
Wellington Grp LLC
CLOSED01,335-1,335-100%$101.5K$0-$101.5K2026-11-06
Atlatl Advisers LLC
CLOSED01,062-1,062-100%$86.3K$0-$86.3K2026-10-22
Spectrum Wealth Advisory Group, LLC
CLOSED01,020-1,020-100%$82.9K$0-$82.9K2026-10-29
Peterson Wealth Services
CLOSED01,002-1,002-100%$81.4K$0-$81.4K2026-10-26
Stone House Investment Management, LLC
CLOSED0788-788-100%$64.1K$0-$64.1K2026-10-23
Strategic Wealth Advisors LLC
CLOSED0533-533-100%$37$0-$372026-11-06
Vermillion Wealth Management, Inc.
CLOSED0418-418-100%$34.0K$0-$34.0K2026-10-26
Whipplewood Advisors, LLC
CLOSED0236-236-100%$19.2K$0-$19.2K2026-10-20
Ball & Co Wealth Management Inc.
CLOSED0189-189-100%$15$0-$152026-11-05
Evolution Advisers, Inc.
CLOSED08-8-100%$0$0$02026-11-06
Robinswood Financial LLC
CLOSED03-3-100%$243$0-$2432026-10-20
Sims Investment Management, LLC
CLOSED02-2-100%$163$0-$1632026-10-13
Arvest Investments, Inc.
CLOSED000—$0$0$02026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.6M$2.0M+$369.6K2026-10-29
Berkshire Hathaway Inc
N/A—400,000,000-400,000,000-100%$32.5B———
BlackRock, Inc.
N/A—322,740,471-322,740,471-100%$26.2B———
Vanguard Capital Management LLC
N/A—238,798,011-238,798,011-100%$19.4B———
State Street Corp
N/A—167,399,379-167,399,379-100%$13.7B———
FMR LLC
N/A—109,159,806-109,159,806-100%$8.9B———
Vanguard Portfolio Management LLC
N/A—99,612,603-99,612,603-100%$8.1B———
Morgan Stanley
N/A—89,824,129-89,824,129-100%$7.3B———
Charles Schwab Investment Management Inc
N/A—80,822,520-80,822,520-100%$6.6B———
JPMorgan Chase & Co
N/A—55,484,687-55,484,687-100%$4.6B———
Norges Bank
N/A—52,025,304-52,025,304-100%$4.2B———
Bank of America Corp
N/A—45,958,636-45,958,636-100%$3.7B———
Franklin Resources Inc
N/A—43,227,958-43,227,958-100%$3.5B———
Northern Trust Corp
N/A—38,858,519-38,858,519-100%$3.2B———
Goldman Sachs Group Inc
N/A—38,331,111-38,331,111-100%$3.1B———
UBS Asset Management Americas LLC
N/A—36,354,414-36,354,414-100%$3.0B———
Price T Rowe Associates Inc
N/A—30,513,317-30,513,317-100%$2.5B———
Wellington Management Group LLP
N/A—29,053,752-29,053,752-100%$2.4B———
Royal Bank of Canada
N/A—27,524,532-27,524,532-100%$2.2B———
UBS Group AG
N/A—27,146,359-27,146,359-100%$2.2B———
Capital World Investors
N/A—25,520,505-25,520,505-100%$2.1B———
Legal & General Group Plc
N/A—24,341,909-24,341,909-100%$2.0B———
Invesco Ltd.
N/A—23,842,477-23,842,477-100%$1.9B———
Capital Research Global Investors
N/A—22,311,289-22,311,289-100%$1.8B———
Nuveen, LLC
N/A—21,574,350-21,574,350-100%$1.8B———
Vanguard Fiduciary Trust Co
N/A—21,462,120-21,462,120-100%$1.7B———
Ameriprise Financial Inc
N/A—18,393,860-18,393,860-100%$1.5B———
GQG Partners LLC
N/A—18,389,277-18,389,277-100%$1.5B———
State Farm Mutual Automobile Insurance Co
N/A—18,227,000-18,227,000-100%$1.5B———
Capital International Investors
N/A—17,123,099-17,123,099-100%$1.4B———
Fayez Sarofim & Co
N/A—15,272,831-15,272,831-100%$1.2B———
Schroder Investment Management Group
N/A—15,070,272-15,070,272-100%$1.2B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—12,691,745-12,691,745-100%$1.0B———
Wells Fargo & Company
N/A—12,636,402-12,636,402-100%$1.0B———
Raymond James Financial Inc
N/A—12,592,264-12,592,264-100%$1.0B———
Alliancebernstein L.P.
N/A—12,240,384-12,240,384-100%$930.9M———
Aristotle Capital Management, LLC
N/A—11,489,995-11,489,995-100%$933.8M———
Swiss National Bank
N/A—10,925,700-10,925,700-100%$887.9M———
HSBC Holdings PLC
N/A—9,516,967-9,516,967-100%$774.4M———
National Pension Service
N/A—9,350,248-9,350,248-100%$759.9M———
Vanguard Asset Management, Ltd
N/A—8,752,549-8,752,549-100%$711.3M———
California Public Employees Retirement System
N/A—8,623,351-8,623,351-100%$700.8M———
Canada Pension Plan Investment Board
N/A—8,396,412-8,396,412-100%$682.4M———
Vanguard Global Advisers, LLC
N/A—8,364,394-8,364,394-100%$679.8M———
Clearbridge Investments, LLC
N/A—8,342,124-8,342,124-100%$678.0M———
Marshall Wace, LLP
N/A—8,240,650-8,240,650-100%$669.7M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—8,219,620-8,219,620-100%$668.0M———
Stifel Financial Corp
N/A—8,097,686-8,097,686-100%$658.1M———
Voya Investment Management LLC
N/A—8,032,484-8,032,484-100%$652.2M———
Citadel Advisors LLC
N/A—7,853,486-7,853,486-100%$638.3M———
Boston Partners
N/A—7,708,019-7,708,019-100%$627.3M———
Pinnacle Financial Partners, Inc.
N/A—7,193,014-7,193,014-100%$584.6M———
SG Americas Securities, LLC
N/A—7,141,287-7,141,287-100%$580.4M———
Rhumbline Advisers
N/A—6,631,746-6,631,746-100%$539.0M———
Bank of Montreal
N/A—6,260,246-6,260,246-100%$508.8M———
Rathbones Group PLC
N/A—6,051,066-6,051,066-100%$491.8M———
California State Teachers Retirement System
N/A—5,998,646-5,998,646-100%$487.5M———
Capital Wealth Planning, LLC
N/A—5,970,593-5,970,593-100%$485.2M———
Envestnet Asset Management Inc
N/A—5,878,432-5,878,432-100%$477.7M———
Aviva PLC
N/A—5,239,035-5,239,035-100%$425.8M———
BNP Paribas Financial Markets
N/A—5,195,087-5,195,087-100%$422.2M———
New York State Common Retirement Fund
N/A—4,737,220-4,737,220-100%$385.0M———
Nordea Investment Management AB
N/A—4,627,812-4,627,812-100%$378.9M———
Natixis Advisors, LLC
N/A—4,255,482-4,255,482-100%$345.8M———
National Bank of Canada
N/A—4,100,097-4,100,097-100%$333.2M———
Lazard Asset Management LLC
N/A—3,863,144-3,863,144-100%$314.0M———
First Trust Advisors LP
N/A—3,778,954-3,778,954-100%$307.1M———
Canada Life Assurance Co
N/A—3,741,723-3,741,723-100%$303.6M———
Caisse de Depot ET Placement DU Quebec
N/A—3,582,530-3,582,530-100%$291.2M———
Danske Bank A/S
N/A—3,541,488-3,541,488-100%$287.8M———
APG Asset Management N.V.
N/A—3,495,710-3,495,710-100%$248.5M———
Adage Capital Partners GP, L.L.C.
N/A—3,453,382-3,453,382-100%$280.7M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—3,380,919-3,380,919-100%$273.2M———
Pathstone Holdings, LLC
N/A—3,344,686-3,344,686-100%$271.9M———
State Board of Administration of Florida Retirement System
N/A—3,316,926-3,316,926-100%$269.6M———
Jones Financial Companies Lllp
N/A—3,316,914-3,316,914-100%$274.0M———
Storebrand Asset Management AS
N/A—3,150,631-3,150,631-100%$256.1M———
Menora Mivtachim Holdings Ltd.
N/A—3,122,750-3,122,750-100%$253.8M———
Rockefeller Capital Management L.P.
N/A—3,096,646-3,096,646-100%$251.7M———
Susquehanna International Group, LLP
N/A—2,981,187-2,981,187-100%$242.3M———
Osaic Holdings, Inc.
N/A—2,919,879-2,919,879-100%$237.3M———
HighTower Advisors, LLC
N/A—2,896,306-2,896,306-100%$235.4M———
BNP Paribas Asset Management Holding S.A.
N/A—2,802,036-2,802,036-100%$227.7M———
Acadian Asset Management LLC
N/A—2,791,259-2,791,259-100%$226.8M———
Jupiter Topco LLC
N/A—2,788,107-2,788,107-100%$226.6M———
Fenelon Opportunity Fund Inc.
N/A—2,784,512-2,784,512-100%$233.3M———
Neuberger Berman Group LLC
N/A—2,724,833-2,724,833-100%$221.4M———
Capitolis Liquid Global Markets LLC
N/A—2,480,786-2,480,786-100%$201.6M———
SEI Investments Co
N/A—2,475,332-2,475,332-100%$201.2M———
Korea Investment Corp
N/A—2,463,048-2,463,048-100%$200.2M———
Prudential Financial Inc
N/A—2,419,983-2,419,983-100%$196.7M———
Toronto Dominion Bank
N/A—2,414,988-2,414,988-100%$196.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—2,393,017-2,393,017-100%$194.5M———
KLP Kapitalforvaltning AS
N/A—2,299,945-2,299,945-100%$187.9M———
Quantinno Capital Management LP
N/A—2,294,061-2,294,061-100%$186.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,269,005-2,269,005-100%$184.4M———
TD Asset Management Inc
N/A—2,212,898-2,212,898-100%$179.8M———
Nomura Asset Management Co LTD
N/A—2,169,075-2,169,075-100%$176.3M———
State of Wisconsin Investment Board
N/A—2,084,840-2,084,840-100%$169.4M———
Manufacturers Life Insurance Company, the
N/A—2,072,126-2,072,126-100%$168.4M———
Balyasny Asset Management L.P.
N/A—2,040,440-2,040,440-100%$165.8M———
Maverick Capital LTD
N/A—2,006,974-2,006,974-100%$163.1M———
Mariner, LLC
N/A—2,002,531-2,002,531-100%$162.7M———
Vanguard Investments Australia, Ltd.
N/A—1,978,588-1,978,588-100%$160.8M———
Royal London Asset Management LTD
N/A—1,974,839-1,974,839-100%$160.5M———
Lord, Abbett & Co. LLC
N/A—1,971,735-1,971,735-100%$160.2M———
Chevy Chase Trust Holdings, LLC
N/A—1,971,425-1,971,425-100%$160.2M———
Credit Agricole S A
N/A—1,870,276-1,870,276-100%$152.0M———
Commerzbank Aktiengesellschaft
N/A—1,819,326-1,819,326-100%$147.9M———
Cetera Investment Advisers
N/A—1,817,627-1,817,627-100%$147.7M———
Captrust Financial Advisors
N/A—1,810,845-1,810,845-100%$147.2M———
Victory Capital Management Inc
N/A—1,796,861-1,796,861-100%$146.0M———
CIBC World Market Inc.
N/A—1,715,763-1,715,763-100%$139.4M———
Bessemer Group Inc
N/A—1,670,073-1,670,073-100%$135.7M———
Treasurer of the State of North Carolina
N/A—1,655,588-1,655,588-100%$134.6M———
Panagora Asset Management Inc
N/A—1,649,968-1,649,968-100%$134.1M———
Teacher Retirement System of Texas
N/A—1,640,629-1,640,629-100%$133.3M———
AQR Capital Management LLC
N/A—1,628,007-1,628,007-100%$132.3M———
Handelsbanken Fonder AB
N/A—1,614,283-1,614,283-100%$131.2M———
Jupiter Asset Management LTD
N/A—1,613,789-1,613,789-100%$132.2M———
Janney Montgomery Scott LLC
N/A—1,597,473-1,597,473-100%$129.8M———
Crawford Investment Counsel Inc
N/A—1,541,435-1,541,435-100%$125.3M———
Baird Financial Group, Inc.
N/A—1,513,555-1,513,555-100%$123.0M———
Empower Advisory Group, LLC
N/A—1,483,851-1,483,851-100%$120.6M———
Man Group plc
N/A—1,472,469-1,472,469-100%$119.7M———
Public Employees Retirement System of Ohio
N/A—1,467,580-1,467,580-100%$119.3M———
CI Investments Inc.
N/A—1,413,242-1,413,242-100%$114.9M———
Blair William & Co
N/A—1,397,145-1,397,145-100%$113.5M———
Millennium Management LLC
N/A—1,389,358-1,389,358-100%$112.9M———
LGT Group Foundation
N/A—1,389,288-1,389,288-100%$112.9M———
Johnson Investment Counsel Inc
N/A—1,388,368-1,388,368-100%$112.8M———
Focus Partners Wealth
N/A—1,384,795-1,384,795-100%$112.5M———
Brown Brothers Harriman & Co
N/A—1,375,945-1,375,945-100%$111.8M———
Alyeska Investment Group, L.P.
N/A—1,357,817-1,357,817-100%$110.3M———
Mediolanum International Funds Ltd
N/A—1,322,773-1,322,773-100%$109.3M———
Macquarie Group LTD
N/A—1,320,626-1,320,626-100%$107.3M———
Omers Administration Corp
N/A—1,311,616-1,311,616-100%$106.6M———
Artisan Partners Limited Partnership
N/A—1,290,103-1,290,103-100%$104.8M———
State of Tennessee, Department of Treasury
N/A—1,286,824-1,286,824-100%$104.6M———
CIBC Bancorp USA Inc.
N/A—1,281,986-1,281,986-100%$104.1M———
Resona Asset Management Co.,Ltd.
N/A—1,267,636-1,267,636-100%$103.4M———
FIL Ltd
N/A—1,260,385-1,260,385-100%$102.4M———
Zacks Investment Management
N/A—1,244,543-1,244,543-100%$101.1M———
Tredje Ap-fonden
N/A—1,240,754-1,240,754-100%$100.8M———
Arrowstreet Capital, Limited Partnership
N/A—1,222,067-1,222,067-100%$99.3M———
Haverford Trust Co
N/A—1,212,623-1,212,623-100%$98.5M———
M&T Bank Corp
N/A—1,171,260-1,171,260-100%$95.2M———
Qube Research & Technologies Ltd
N/A—1,170,740-1,170,740-100%$95.1M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—1,165,367-1,165,367-100%$94.7M———
Cerity Partners LLC
N/A—1,142,308-1,142,308-100%$92.8M———
Clark Capital Management Group, Inc.
N/A—1,119,640-1,119,640-100%$91.0M———
Evelyn Partners Group Ltd
N/A—1,116,793-1,116,793-100%$90.8M———
First Financial Bankshares Inc
N/A—1,096,417-1,096,417-100%$89.1M———
Banco Santander, S.A.
N/A—1,090,758-1,090,758-100%$88.6M———
Employees Retirement System of Texas
N/A—1,081,300-1,081,300-100%$87.9M———
Worldquant Millennium Advisors LLC
N/A—1,080,826-1,080,826-100%$87.8M———
Groupe la Francaise
N/A—1,057,942-1,057,942-100%$85.3M———
Erste Asset Management GmbH
N/A—1,050,768-1,050,768-100%$86.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,042,077-1,042,077-100%$84.7M———
Holocene Advisors, LP
N/A—1,040,000-1,040,000-100%$84.5M———
D. E. Shaw & Co., Inc.
N/A—1,013,048-1,013,048-100%$82.3M———
Saudi Central Bank
N/A—979,534-979,534-100%$79.8M———
Tidal Investments LLC
N/A—916,931-916,931-100%$74.5M———
Capital Advisors Inc
N/A—911,644-911,644-100%$74.1M———
MetLife Investment Management, LLC
N/A—903,648-903,648-100%$73.4M———
Trexquant Investment LP
N/A—899,926-899,926-100%$73.1M———
Allianz Asset Management GmbH
N/A—894,137-894,137-100%$72.7M———
First Manhattan Co. Llc.
N/A—888,365-888,365-100%$72.7M———
O'shaughnessy Asset Management, LLC
N/A—863,814-863,814-100%$70.2M———
Woodline Partners LP
N/A—845,250-845,250-100%$68.7M———
Advisors Capital Management, LLC
N/A—825,093-825,093-100%$67.1M———
Bank of Nova Scotia
N/A—821,108-821,108-100%$66.8M———
Van Eck Associates Corp
N/A—817,878-817,878-100%$66.5M———
ING Groep NV
N/A—807,033-807,033-100%$65.6M———
Epoch Investment Partners, Inc.
N/A—792,049-792,049-100%$64.4M———
Mercer Global Advisors Inc
N/A—781,203-781,203-100%$63.5M———
Brown Advisory Inc
N/A—750,608-750,608-100%$61.0M———
BNP Paribas
N/A—742,958-742,958-100%$60.6M———
MML Investors Services, LLC
N/A—742,069-742,069-100%$60.3M———
1832 Asset Management L.P.
N/A—740,552-740,552-100%$60.2M———
USS Investment Management Ltd
N/A—703,840-703,840-100%$57.2M———
Fukoku Mutual Life Insurance Co
N/A—690,975-690,975-100%$56.2M———
Huntington National Bank
N/A—677,116-677,116-100%$55.0M———
Guggenheim Capital LLC
N/A—672,778-672,778-100%$54.7M———
Federation des caisses Desjardins du Quebec
N/A—670,461-670,461-100%$54.5M———
Capital International, Inc.
N/A—667,124-667,124-100%$54.2M———
Varma Mutual Pension Insurance Co
N/A—662,576-662,576-100%$53.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—662,227-662,227-100%$53.8M———
Baillie Gifford & Co
N/A—657,301-657,301-100%$53.4M———
Gotham Asset Management, LLC
N/A—657,099-657,099-100%$53.4M———
Mufg Securities Emea plc
N/A—651,598-651,598-100%$53.0M———
Commerce Bank
N/A—651,120-651,120-100%$52.9M———
MAI Capital Management
N/A—641,776-641,776-100%$52.2M———
Public Sector Pension Investment Board
N/A—627,370-627,370-100%$51.0M———
LGT Fund Management Co Ltd.
N/A—620,204-620,204-100%$50.4M———
Andra Ap-fonden
N/A—618,584-618,584-100%$50.3M———
Waverly Advisors, LLC
N/A—605,906-605,906-100%$49.2M———
NewEdge Advisors, LLC
N/A—601,604-601,604-100%$48.9M———
American Century Companies Inc
N/A—591,566-591,566-100%$48.1M———
Utah Retirement Systems
N/A—590,118-590,118-100%$48.0M———
Police & Firemen's Retirement System of New Jersey
N/A—584,238-584,238-100%$47.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—583,691-583,691-100%$47.4M———
Vanguard Personalized Indexing Management, LLC
N/A—583,394-583,394-100%$47.4M———
British Columbia Investment Management Corp
N/A—581,305-581,305-100%$47.2M———
ABN Amro Bank N.V.
N/A—579,437-579,437-100%$47.6M———
Nissay Asset Management Corp N
N/A—575,244-575,244-100%$46.8M———
Empowered Funds, LLC
N/A—567,041-567,041-100%$46.1M———
Pacer Advisors, Inc.
N/A—544,587-544,587-100%$44.3M———
Flputnam Investment Management Co
N/A—540,283-540,283-100%$43.9M———
Jane Street Group, LLC
N/A—530,163-530,163-100%$43.1M———
Sanctuary Advisors, LLC
N/A—529,648-529,648-100%$43.0M———
Scotia Capital Inc.
N/A—525,424-525,424-100%$42.7M———
&partners
N/A—525,258-525,258-100%$42.7M———
GW&K Investment Management, LLC
N/A—523,494-523,494-100%$42.5M———
AustralianSuper Pty Ltd
N/A—511,730-511,730-100%$41.6M———
Danica Pension, Livsforsikringsaktieselskab
N/A—508,926-508,926-100%$41.4M———
Public Employees Retirement Association of Colorado
N/A—505,303-505,303-100%$41.1M———
Federated Hermes, Inc.
N/A—503,696-503,696-100%$40.9M———
Wealthfront Advisers LLC
N/A—501,901-501,901-100%$40.8M———
QRG Capital Management, Inc.
N/A—501,734-501,734-100%$40.8M———
Cresset Asset Management, LLC
N/A—494,275-494,275-100%$40.4M———
Groupama Asset Managment
N/A—484,057-484,057-100%$40.0M———
NewEdge Wealth, LLC
N/A—483,648-483,648-100%$39.3M———
Glenmede Trust Co NA
N/A—482,997-482,997-100%$39.3M———
Drexel Morgan & Co.
N/A—456,411-456,411-100%$37.1M———
Elo Mutual Pension Insurance Co
N/A—450,307-450,307-100%$36.6M———
Steward Partners Investment Advisory, LLC
N/A—444,029-444,029-100%$36.1M———
Northwestern Mutual Wealth Management Co
N/A—440,765-440,765-100%$35.8M———
Daiichi Life Insurance Co., Ltd.
N/A—436,668-436,668-100%$35.5M———
Bluespring Wealth Management, LLC
N/A—433,611-433,611-100%$35.2M———
Investment Management Corp of Ontario
N/A—432,053-432,053-100%$35.1M———
Hancock Whitney Corp
N/A—431,182-431,182-100%$35.0M———
NS Partners Ltd
N/A—427,415-427,415-100%$34.7M———
Edmond de Rothschild Holding S.A.
N/A—414,137-414,137-100%$33.7M———
VAN Lanschot Kempen Investment Management N.V.
N/A—409,683-409,683-100%$33.3M———
Two Sigma Investments, LP
N/A—396,491-396,491-100%$32.2M———
Beacon Pointe Advisors, LLC
N/A—389,645-389,645-100%$31.7M———
Arax Advisory Partners
N/A—388,999-388,999-100%$31.6M———
Liberty One Investment Management, LLC
N/A—385,861-385,861-100%$31.4M———
Voleon Capital Management LP
N/A—374,679-374,679-100%$30.5M———
Private Advisor Group, LLC
N/A—373,573-373,573-100%$30.4M———
Advisors Asset Management, Inc.
N/A—368,348-368,348-100%$29.9M———
Argent Trust Co
N/A—367,492-367,492-100%$29.9M———
Picton Mahoney Asset Management
N/A—354,491-354,491-100%$28.8M———
Vestmark Advisory Solutions, Inc.
N/A—346,342-346,342-100%$28.1M———
Rafferty Asset Management, LLC
N/A—345,896-345,896-100%$28.1M———
Bridgeway Capital Management, LLC
N/A—339,617-339,617-100%$27.6M———
Martingale Asset Management L P
N/A—338,464-338,464-100%$27.5M———
Capital Fund Management S.A.
N/A—336,728-336,728-100%$27.4M———
Southeast Asset Advisors, LLC
N/A—323,798-323,798-100%$26.3M———
Allstate Corp
N/A—320,258-320,258-100%$26.0M———
Stansberry Asset Management, LLC
N/A—317,104-317,104-100%$25.8M———
Shelton Capital Management
N/A—316,182-316,182-100%$25.7M———
Horizon Investments, LLC
N/A—315,873-315,873-100%$25.7M———
Bradley Foster & Sargent Inc
N/A—314,595-314,595-100%$25.6M———
Sumitomo Mitsui Financial Group, Inc.
N/A—312,741-312,741-100%$25.4M———
Edgar Lomax Co
N/A—310,300-310,300-100%$25.2M———
Dnca Finance
N/A—308,436-308,436-100%$25.1M———
SCS Capital Management LLC
N/A—308,044-308,044-100%$25.2M———
RiverFront Investment Group, LLC
N/A—307,676-307,676-100%$25.0M———
Teachers Retirement System of the State of Kentucky
N/A—304,422-304,422-100%$24.7M———
Mizuho Securities USA LLC
N/A—303,152-303,152-100%$24.6M———
Stephens Inc
N/A—299,964-299,964-100%$24.7M———
Harvest Portfolios Group Inc.
N/A—296,708-296,708-100%$24.1M———
Gamco Investors, Inc. ET AL
N/A—293,776-293,776-100%$23.9M———
Gabelli Funds LLC
N/A—289,640-289,640-100%$23.5M———
Cannell & Spears LLC
N/A—288,839-288,839-100%$23.5M———
Sequoia Financial Advisors, LLC
N/A—283,607-283,607-100%$23.0M———
Silvercrest Asset Management Group LLC
N/A—282,509-282,509-100%$23.0M———
Orion Porfolio Solutions, LLC
N/A—279,281-279,281-100%$22.7M———
Intech Investment Management LLC
N/A—275,220-275,220-100%$22.4M———
Meiji Yasuda Asset Management Co Ltd.
N/A—271,742-271,742-100%$22.1M———
Nomura Holdings Inc
N/A—268,095-268,095-100%$21.8M———
Graham Capital Management, L.P.
N/A—267,554-267,554-100%$21.7M———
SouthState Bank Corp
N/A—262,787-262,787-100%$21.4M———
Atalanta Sosnoff Capital, LLC
N/A—260,525-260,525-100%$21.2M———
Stonebridge Capital Advisors LLC
N/A—258,211-258,211-100%$21.0M———
Norinchukin Bank, The
N/A—257,920-257,920-100%$21.0M———
Envestnet Portfolio Solutions, Inc.
N/A—254,949-254,949-100%$20.7M———
Squarepoint Ops LLC
N/A—254,071-254,071-100%$20.6M———
Kentucky Retirement Systems
N/A—245,510-245,510-100%$20.0M———
Independent Advisor Alliance
N/A—243,177-243,177-100%$19.8M———
Banque Cantonale Vaudoise
N/A—238,817-238,817-100%$19.4M———
Walleye Capital LLC
N/A—237,226-237,226-100%$19.3M———
Peapack Gladstone Financial Corp
N/A—235,732-235,732-100%$19.2M———
Marco Investment Management LLC
N/A—235,166-235,166-100%$19.1M———
Tocqueville Asset Management L.P.
N/A—234,803-234,803-100%$19.1M———
Bollard Group LLC
N/A—233,674-233,674-100%$19.0M———
Point72 Asset Management, L.P.
N/A—230,079-230,079-100%$18.7M———
Steigerwald, Gordon & Koch Inc.
N/A—226,481-226,481-100%$18.4M———
Bridgewater Associates, LP
N/A—225,480-225,480-100%$18.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—222,061-222,061-100%$18.0M———
RBO & Co LLC
N/A—221,408-221,408-100%$18.0M———
Stock Yards Bank & Trust Co
N/A—217,490-217,490-100%$17.7M———
Fiduciary Trust Co
N/A—216,812-216,812-100%$17.6M———
Equitable Holdings, Inc.
N/A—216,307-216,307-100%$17.6M———
Integrated Wealth Concepts LLC
N/A—216,268-216,268-100%$17.6M———
Wesleyan Assurance Society
N/A—214,700-214,700-100%$17.4M———
Osmosis Investment Management UK Ltd
N/A—206,323-206,323-100%$16.8M———
Rowlandmiller & Partners.adv
N/A—206,019-206,019-100%$16.7M———
Walleye Trading LLC
N/A—205,706-205,706-100%$16.7M———
Whittier Trust Co
N/A—204,720-204,720-100%$17.0M———
Van Hulzen Asset Management, LLC
N/A—202,915-202,915-100%$16.5M———
Arkadios Wealth Advisors
N/A—202,911-202,911-100%$16.5M———
Howe & Rusling Inc
N/A—201,373-201,373-100%$16.4M———
Choate Investment Advisors
N/A—200,743-200,743-100%$16.3M———
Wealthspire Advisors, LLC
N/A—196,374-196,374-100%$16.0M———
Lombard Odier Asset Management (Switzerland) SA
N/A—195,304-195,304-100%$15.9M———
Vestcor Inc
N/A—193,445-193,445-100%$15.7M———
Longbow Finance SA
N/A—193,332-193,332-100%$15.7M———
SageGuard Financial Group, LLC
N/A—192,968-192,968-100%$15.7M———
Advocacy Wealth Management, LLC
N/A—189,933-189,933-100%$15.4M———
Connors Investor Services Inc
N/A—185,949-185,949-100%$15.1M———
Vident Advisory, LLC
N/A—185,650-185,650-100%$15.1M———
Benjamin Edwards Inc
N/A—185,364-185,364-100%$15.1M———
Schwerin Boyle Capital Management Inc
N/A—184,920-184,920-100%$15.0M———
Canada Post Corp Registered Pension Plan
N/A—184,774-184,774-100%$15.0M———
Colonial Trust Advisors
N/A—184,297-184,297-100%$15.0M———
Bleakley Financial Group, LLC
N/A—180,308-180,308-100%$14.7M———
ExodusPoint Capital Management, LP
N/A—179,888-179,888-100%$14.6M———
IEQ Capital, LLC
N/A—179,433-179,433-100%$14.6M———
Caisse DES Depots ET Consignations
N/A—178,872-178,872-100%$14.5M———
Verition Fund Management LLC
N/A—176,576-176,576-100%$14.4M———
Hantz Financial Services, Inc.
N/A—175,976-175,976-100%$14.3M———
AR Asset Management Inc
N/A—175,295-175,295-100%$14.2M———
Scopus Asset Management, L.P.
N/A—175,000-175,000-100%$14.2M———
Stratos Wealth Partners, Ltd.
N/A—174,344-174,344-100%$14.2M———
United Capital Financial Advisors, LLC
N/A—172,916-172,916-100%$14.1M———
Systematic Alpha Investments, LLC
N/A—172,300-172,300-100%$14.0M———
London Co of Virginia
N/A—166,915-166,915-100%$13.6M———
Oversea-Chinese Banking Corp Ltd
N/A—166,911-166,911-100%$13.6M———
World Investment Advisors
N/A—165,977-165,977-100%$12.6M———
Sone Capital Management, LLC
N/A—165,256-165,256-100%$13.4M———
Bartlett & Co. Wealth Management LLC
N/A—160,596-160,596-100%$13.1M———
AE Wealth Management LLC
N/A—160,128-160,128-100%$13.0M———
Moore Capital Management, LP
N/A—158,788-158,788-100%$12.9M———
Capital International LTD
N/A—157,543-157,543-100%$12.8M———
Kingsview Wealth Management, LLC
N/A—157,475-157,475-100%$12.8M———
Azimuth Capital Investment Management LLC
N/A—155,777-155,777-100%$12.7M———
Nomura Asset Management International Inc.
N/A—154,130-154,130-100%$12.5M———
Hutner Capital Management Inc
N/A—154,028-154,028-100%$12.5M———
Metis Global Partners, LLC
N/A—152,581-152,581-100%$12.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—150,878-150,878-100%$12.3M———
Soros Fund Management LLC
N/A—150,643-150,643-100%$12.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—150,278-150,278-100%$12.2M———
Nicolet Bankshares Inc
N/A—149,477-149,477-100%$12.3M———
Global Retirement Partners, LLC
N/A—147,333-147,333-100%$12.0M———
EP Wealth Advisors, LLC
N/A—144,275-144,275-100%$11.7M———
Douglass Winthrop Advisors, LLC
N/A—144,230-144,230-100%$11.7M———
Principal Securities, Inc.
N/A—143,462-143,462-100%$11.7M———
Berkshire Asset Management LLC
N/A—140,605-140,605-100%$11.4M———
Capital International Sarl
N/A—140,293-140,293-100%$11.4M———
Advisory Services Network, LLC
N/A—139,749-139,749-100%$11.4M———
Catalyst Funds Management Pty Ltd
N/A—139,400-139,400-100%$11.3M———
Pallas Capital Advisors LLC
N/A—136,451-136,451-100%$11.1M———
Tower Bridge Advisors
N/A—135,870-135,870-100%$11.0M———
Harbour Investments, Inc.
N/A—135,528-135,528-100%$11.0M———
Empirical Finance, LLC
N/A—134,955-134,955-100%$11.0M———
RWA Wealth Partners, LLC
N/A—134,482-134,482-100%$10.9M———
Hudson Bay Capital Management LP
N/A—133,880-133,880-100%$10.9M———
Westfield Capital Management Co LP
N/A—133,579-133,579-100%$10.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—132,594-132,594-100%$10.8M———
Summit Trail Advisors, LLC
N/A—131,855-131,855-100%$10.7M———
Callan Family Office, LLC
N/A—130,507-130,507-100%$10.6M———
RFP Financial Group LLC
N/A—129,916-129,916-100%$10.6M———
German American Bancorp, Inc.
N/A—128,909-128,909-100%$10.5M———
First National Bank of Omaha
N/A—128,460-128,460-100%$10.5M———
Northwest & Ethical Investments L.P.
N/A—127,972-127,972-100%$10.4M———
Windle Wealth, LLC
N/A—126,116-126,116-100%$10.2M———
Evercore Wealth Management, LLC
N/A—125,610-125,610-100%$10.2M———
Thomasville National Bank
N/A—124,936-124,936-100%$10.2M———
Cary Street Partners Financial LLC
N/A—124,900-124,900-100%$10.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—124,151-124,151-100%$10.1M———
SlateStone Wealth, LLC
N/A—121,136-121,136-100%$9.8M———
Allianz SE
N/A—120,534-120,534-100%$9.8M———
Summit Financial, LLC
N/A—119,934-119,934-100%$9.8M———
Anchor Investment Management, LLC
N/A—119,853-119,853-100%$9.7M———
McMillan Office, Inc.
N/A—118,882-118,882-100%$9.7M———
Mufg Securities Americas Inc.
N/A—116,626-116,626-100%$9.5M———
W1m Asset Management Ltd
N/A—116,407-116,407-100%$9.5M———
Ostrum Asset Management
N/A—114,646-114,646-100%$9.3M———
Siemens Fonds Invest GmbH
N/A—114,408-114,408-100%$9.3M———
Fred Alger Management, LLC
N/A—113,715-113,715-100%$9.3M———
Emerald Investment Advisers, LLC
N/A—112,442-112,442-100%$9.1M———
Proactive Wealth Strategies LLC
N/A—112,373-112,373-100%$9.1M———
Jensen Investment Management Inc
N/A—111,668-111,668-100%$9.1M———
Jennison Associates LLC
N/A—110,688-110,688-100%$9.0M———
SIT Investment Associates Inc
N/A—110,337-110,337-100%$9.0M———
Biglari, SardarA
N/A—110,248-110,248-100%$9.0M———
Cambient Family Office, LLC
N/A—110,237-110,237-100%$9.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—109,866-109,866-100%$8.9M———
Composition Wealth, LLC
N/A—109,747-109,747-100%$8.9M———
Fiduciary Group, LLC
N/A—109,432-109,432-100%$8.9M———
Atlantic Union Bankshares Corp
N/A—108,313-108,313-100%$8.8M———
Simmons Bank
N/A—108,119-108,119-100%$8.8M———
Freestone Capital Holdings, LLC
N/A—105,688-105,688-100%$8.6M———
Purpose Unlimited Inc.
N/A—105,304-105,304-100%$8.6M———
Destination Wealth Management
N/A—104,656-104,656-100%$8.5M———
Trajan Wealth LLC
N/A—104,617-104,617-100%$8.5M———
Sompo Asset Management Co., Ltd.
N/A—103,789-103,789-100%$8.4M———
Coldstream Capital Management Inc
N/A—102,168-102,168-100%$8.3M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—101,883-101,883-100%$8.3M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—100,526-100,526-100%$8.2M———
Sound View Wealth Advisors Group, LLC
N/A—100,115-100,115-100%$8.1M———
Bislett Management, LLC
N/A—100,000-100,000-100%$8.1M———
Regal Investment Advisors LLC
N/A—99,929-99,929-100%$8.1M———
Westwood Holdings Group Inc
N/A—99,516-99,516-100%$8.1M———
Nicola Wealth Management Ltd.
N/A—98,500-98,500-100%$8.0M———
Slagle Financial, LLC
N/A—98,276-98,276-100%$8.0M———
HM Payson & Co
N/A—97,103-97,103-100%$7.9M———
Impax Asset Management Group plc
N/A—96,730-96,730-100%$7.9M———
Banque Transatlantique SA
N/A—95,608-95,608-100%$6.9M———
Brooks, Moore & Associates, Inc.
N/A—94,254-94,254-100%$7.7M———
Rodgers Brothers Inc.
N/A—93,989-93,989-100%$7.6M———
Infusive Asset Management Inc.
N/A—93,941-93,941-100%$7.6M———
Meeder Advisory Services, Inc.
N/A—93,938-93,938-100%$7.6M———
IHT Wealth Management, LLC
N/A—93,602-93,602-100%$7.6M———
Aureus Asset Management, LLC
N/A—92,498-92,498-100%$7.5M———
Wahed Invest LLC
N/A—92,498-92,498-100%$7.5M———
Essex Financial Services, Inc.
N/A—91,960-91,960-100%$7.5M———
TCW Group Inc
N/A—91,761-91,761-100%$7.5M———
OneDigital Investment Advisors LLC
N/A—90,241-90,241-100%$7.3M———
Motco
N/A—89,856-89,856-100%$7.3M———
Moneta Group Investment Advisors LLC
N/A—89,076-89,076-100%$7.2M———
Concentric Capital Strategies, LP
N/A—88,406-88,406-100%$7.2M———
Calydon Capital
N/A—87,930-87,930-100%$7.1M———
Rice Partnership, LLC
N/A—87,833-87,833-100%$7.1M———
AlTi Global, Inc.
N/A—87,174-87,174-100%$7.1M———
Whittier Trust Co of Nevada Inc
N/A—86,997-86,997-100%$7.3M———
Auxier Asset Management LLC
N/A—86,821-86,821-100%$7.1M———
Twin Capital Management Inc
N/A—86,761-86,761-100%$7.1M———
Iyo Bank, Ltd.
N/A—86,390-86,390-100%$7.0M———
Trustmark Bank Trust Department
N/A—85,975-85,975-100%$7.0M———
Socorro Asset Management LP
N/A—85,304-85,304-100%$6.9M———
Snowden Capital Advisors LLC
N/A—85,270-85,270-100%$7.0M———
Northwest Bancshares, Inc.
N/A—83,279-83,279-100%$6.8M———
Aptus Capital Advisors, LLC
N/A—82,002-82,002-100%$6.7M———
Trinity Legacy Partners, LLC
N/A—81,736-81,736-100%$6.9M———
BLI - Banque de Luxembourg Investments
N/A—81,631-81,631-100%$6.8M———
Morgan Dempsey Capital Management LLC
N/A—81,153-81,153-100%$6.6M———
Atlanta Consulting Group Advisors, LLC
N/A—80,934-80,934-100%$6.6M———
PFG Investments, LLC
N/A—78,900-78,900-100%$6.4M———
Logan Capital Management Inc
N/A—78,687-78,687-100%$6.4M———
Savvy Advisors, Inc.
N/A—78,055-78,055-100%$6.3M———
Modern Wealth Management, LLC
N/A—77,501-77,501-100%$6.3M———
New England Asset Management Inc
N/A—77,364-77,364-100%$6.3M———
Colonial Trust Co / SC
N/A—77,325-77,325-100%$6.3M———
Prosperity Consulting Group, LLC
N/A—77,263-77,263-100%$6.3M———
Hayek Kallen Investment Management
N/A—77,223-77,223-100%$6.3M———
Onex Canada Asset Management Inc.
N/A—77,056-77,056-100%$6.3M———
Prudential PLC
N/A—76,612-76,612-100%$6.2M———
Leavell Investment Management, Inc.
N/A—76,168-76,168-100%$6.2M———
Bridges Investment Management Inc
N/A—75,508-75,508-100%$6.1M———
Caprock Group, LLC
N/A—74,230-74,230-100%$6.1M———
Hamilton Capital Partners Inc.
N/A—74,196-74,196-100%$6.0M———
Great Valley Advisor Group, Inc.
N/A—73,931-73,931-100%$6.0M———
Schulhoff & Co Inc
N/A—73,707-73,707-100%$6.0M———
Boston Research & Management Inc
N/A—73,647-73,647-100%$6.0M———
Gladstone Institutional Advisory LLC
N/A—73,515-73,515-100%$6.0M———
Qsemble Capital Management, LP
N/A—72,531-72,531-100%$5.9M———
Covington Investment Advisors Inc.
N/A—72,087-72,087-100%$5.9M———
Chilton Investment Co Inc.
N/A—71,623-71,623-100%$5.8M———
Haverford Financial Services, Inc.
N/A—71,092-71,092-100%$5.8M———
Smartleaf Asset Management LLC
N/A—70,681-70,681-100%$5.8M———
Western Wealth Management, LLC
N/A—70,016-70,016-100%$5.7M———
RBF Capital, LLC
N/A—70,000-70,000-100%$5.7M———
EFG International AG
N/A—69,490-69,490-100%$5.6M———
Alerus Financial NA
N/A—69,351-69,351-100%$5.6M———
Bontempo Ohly Capital Mgmt LLC
N/A—69,198-69,198-100%$5.6M———
Dover Advisors, LLC
N/A—68,986-68,986-100%$4.8M———
Farmers National Bank
N/A—68,936-68,936-100%$5.6M———
DJE Kapital AG
N/A—68,400-68,400-100%$5.6M———
Bank of Hawaii
N/A—68,398-68,398-100%$5.6M———
Dakota Wealth Management
N/A—68,178-68,178-100%$5.5M———
Sandhill Capital Partners LLC
N/A—68,054-68,054-100%$5.5M———
Mutual Advisors, LLC
N/A—67,306-67,306-100%$5.5M———
Capital Analysts, LLC
N/A—66,777-66,777-100%$5.4M———
Geneos Wealth Management Inc.
N/A—66,726-66,726-100%$5.4M———
Aster Capital Management (Difc) Ltd
N/A—66,188-66,188-100%$5.4M———
BFC Planning, Inc.
N/A—65,291-65,291-100%$5.3M———
Jain Global LLC
N/A—64,627-64,627-100%$5.3M———
WCG Wealth Advisors LLC
N/A—64,591-64,591-100%$5.2M———
Foundations Investment Advisors, LLC
N/A—63,015-63,015-100%$5.1M———
Focus Partners Advisor Solutions, LLC
N/A—62,971-62,971-100%$5.1M———
Ingalls & Snyder LLC
N/A—62,886-62,886-100%$5.1M———
Lafayette Investments, Inc.
N/A—62,738-62,738-100%$5.1M———
Tower Research Capital LLC (TRC)
N/A—62,384-62,384-100%$5.1M———
Stamos Capital Partners, L.P.
N/A—62,002-62,002-100%$5.0M———
Ballentine Partners, LLC
N/A—61,694-61,694-100%$5.0M———
Lowe Brockenbrough & Co Inc
N/A—61,334-61,334-100%$5.0M———
Stonebridge Capital Management Inc
N/A—60,741-60,741-100%$4.9M———
New Age Alpha Advisors, LLC
N/A—60,544-60,544-100%$4.9M———
Argent Advisors, Inc.
N/A—60,157-60,157-100%$4.9M———
Kinloch Capital, LLC
N/A—60,027-60,027-100%$4.9M———
Ameritas Advisory Services, LLC
N/A—60,012-60,012-100%$4.9M———
Schonfeld Strategic Advisors LLC
N/A—58,971-58,971-100%$4.8M———
Waterloo Capital, L.P.
N/A—58,888-58,888-100%$4.8M———
Frec Markets, Inc.
N/A—58,334-58,334-100%$4.7M———
Spartan Wealth Advisory Services LLC
N/A—57,078-57,078-100%$4.6M———
Birmingham Capital Management Co Inc
N/A—57,009-57,009-100%$4.6M———
Morton Community Bank
N/A—56,143-56,143-100%$4.6M———
Callahan Advisors, LLC
N/A—55,504-55,504-100%$4.5M———
Texas Yale Capital Corp.
N/A—55,420-55,420-100%$4.5M———
Maven Securities LTD
N/A—55,256-55,256-100%$4.5M———
Pinebridge Investments LLC
N/A—55,210-55,210-100%$4.5M———
Sargent Investment Group, LLC
N/A—53,743-53,743-100%$4.4M———
Arcus Capital Partners, LLC
N/A—53,698-53,698-100%$4.4M———
Papamarkou Wellner Asset Management inc.
N/A—53,282-53,282-100%$4.1M———
IFG Advisory, LLC
N/A—53,030-53,030-100%$4.3M———
Weik Capital Management
N/A—52,641-52,641-100%$4.3M———
Naviter Wealth, LLC
N/A—52,465-52,465-100%$4.3M———
CreativeOne Wealth, LLC
N/A—52,433-52,433-100%$4.3M———
Insigneo Advisory Services, LLC
N/A—52,032-52,032-100%$4.2M———
Westerkirk Capital Inc.
N/A—51,873-51,873-100%$4.2M———
Ameritas Investment Partners, Inc.
N/A—51,718-51,718-100%$4.2M———
Darwin Wealth Management, LLC
N/A—51,602-51,602-100%$4.2M———
Main Street Financial Solutions, LLC
N/A—51,223-51,223-100%$4.2M———
P.A.W. Capital Corp
N/A—50,920-50,920-100%$4.1M———
Cozad Asset Management Inc
N/A—50,558-50,558-100%$4.1M———
Providence Capital Advisors, LLC
N/A—50,207-50,207-100%$4.1M———
DoubleLine ETF Adviser LP
N/A—50,201-50,201-100%$4.1M———
United Bank
N/A—50,052-50,052-100%$4.1M———
LRI Investments, LLC
N/A—49,997-49,997-100%$4.1M———
Capstone Investment Advisors, LLC
N/A—49,535-49,535-100%$4.0M———
GWN Securities Inc.
N/A—49,192-49,192-100%$4.0M———
Hilltop Holdings Inc.
N/A—49,101-49,101-100%$4.0M———
Checchi Capital Advisers, LLC
N/A—48,590-48,590-100%$3.9M———
Dearborn Partners LLC
N/A—48,524-48,524-100%$3.9M———
AXA S.A.
N/A—48,523-48,523-100%$3.4M———
Camarda Financial Advisors, LLC
N/A—48,469-48,469-100%$3.9M———
MidFirst Bank
N/A—48,423-48,423-100%$3.9M———
Bridgefront Capital, LLC
N/A—48,186-48,186-100%$3.9M———
First National Advisers, LLC
N/A—47,667-47,667-100%$3.9M———
Tyche Wealth Partners LLC
N/A—47,613-47,613-100%$3.9M———
Meridian Wealth Advisors, LLC
N/A—47,469-47,469-100%$3.9M———
Decatur Capital Management, Inc.
N/A—47,440-47,440-100%$3.9M———
Members Trust Co
N/A—47,285-47,285-100%$3.8M———
Keel Point, LLC
N/A—47,281-47,281-100%$3.8M———
Legato Capital Management LLC
N/A—46,967-46,967-100%$3.8M———
Tiaa Wealth Investment Management LLC
N/A—46,674-46,674-100%$3.8M———
Arete Wealth Advisors, LLC
N/A—46,554-46,554-100%$3.8M———
Dark Forest Capital Management LP
N/A—46,240-46,240-100%$3.8M———
LMR Partners LLP
N/A—46,082-46,082-100%$3.7M———
Meiji Yasuda Life Insurance Co
N/A—46,030-46,030-100%$3.7M———
Mattson Financial Services, LLC
N/A—45,969-45,969-100%$3.9M———
South Dakota Investment Council
N/A—45,489-45,489-100%$3.7M———
Jaffetilchin Investment Partners, LLC
N/A—45,379-45,379-100%$3.7M———
Brendel Financial Advisors LLC
N/A—45,157-45,157-100%$3.7M———
Field & Main Bank
N/A—44,986-44,986-100%$3.7M———
Northstar Advisory Group, LLC
N/A—44,887-44,887-100%$3.6M———
Blue Chip Partners, LLC
N/A—44,859-44,859-100%$3.6M———
Sumitomo Life Insurance Co
N/A—44,829-44,829-100%$3.6M———
Brevan Howard Capital Management LP
N/A—44,685-44,685-100%$3.6M———
Gould Capital, LLC
N/A—44,396-44,396-100%$3.6M———
Broadwater Capital Management LLC
N/A—44,135-44,135-100%$3.6M———
NorthRock Partners, LLC
N/A—43,626-43,626-100%$3.5M———
Dorsey & Whitney Trust Co LLC
N/A—43,607-43,607-100%$3.5M———
Ossiam
N/A—43,174-43,174-100%$3.5M———
Syon Capital LLC
N/A—43,003-43,003-100%$3.5M———
Boston Family Office LLC
N/A—42,232-42,232-100%$3.4M———
Performance Wealth Partners, LLC
N/A—42,151-42,151-100%$3.4M———
Bragg Financial Advisors, Inc
N/A—42,143-42,143-100%$3.4M———
Pine Valley Investments Ltd Liability Co
N/A—42,034-42,034-100%$3.4M———
YCG, LLC
N/A—41,934-41,934-100%$3.4M———
Stratos Investment Management, LLC
N/A—41,741-41,741-100%$3.4M———
44 Wealth Management LLC
N/A—41,647-41,647-100%$3.4M———
Magellan Asset Management Ltd
N/A—41,619-41,619-100%$3.4M———
E Fund Management Co., Ltd.
N/A—41,569-41,569-100%$3.4M———
Trustco Bank Corp N Y
N/A—41,149-41,149-100%$3.3M———
Connable Office Inc
N/A—40,862-40,862-100%$3.3M———
Westpac Banking Corp
N/A—40,728-40,728-100%$3.3M———
Triton Financial Group Inc
N/A—40,618-40,618-100%$3.3M———
Banco de Sabadell, S.a
N/A—40,607-40,607-100%$3.3M———
Townsquare Capital LLC
N/A—39,960-39,960-100%$3.2M———
Mathes Company, Inc.
N/A—39,753-39,753-100%$3.2M———
Holderness Investments Co
N/A—39,576-39,576-100%$3.2M———
Reyl & Cie S.A.
N/A—39,000-39,000-100%$3.0M———
Financial Gravity Companies, Inc.
N/A—38,976-38,976-100%$3.2M———
Lbmc Investment Advisors, LLC
N/A—38,490-38,490-100%$3.1M———
Curi Capital, LLC
N/A—38,153-38,153-100%$3.1M———
Polymer Capital Management (HK) LTD
N/A—38,132-38,132-100%$3.1M———
Qtron Investments LLC
N/A—38,009-38,009-100%$3.1M———
Drucker Wealth 3.0, LLC
N/A—37,848-37,848-100%$3.1M———
Neo Ivy Capital Management
N/A—37,786-37,786-100%$3.1M———
Hills Bank & Trust Co
N/A—37,449-37,449-100%$3.0M———
Campbell Capital Management Inc
N/A—37,437-37,437-100%$3.0M———
Donaldson Capital Management, LLC
N/A—37,294-37,294-100%$3.0M———
Allred Capital Management, LLC
N/A—37,279-37,279-100%$3.0M———
Walter & Keenan Wealth Management LLC
N/A—37,267-37,267-100%$3.0M———
Longaeva Partners L.P.
N/A—37,215-37,215-100%$3.0M———
Belpointe Asset Management LLC
N/A—36,889-36,889-100%$3.0M———
Cvfg LLC
N/A—36,713-36,713-100%$3.0M———
Nelson Capital Management, LLC
N/A—36,420-36,420-100%$3.0M———
AXQ Capital, LP
N/A—36,180-36,180-100%$2.9M———
LOM Asset Management Ltd
N/A—36,080-36,080-100%$2.9M———
Roundview Capital LLC
N/A—35,770-35,770-100%$2.9M———
First American Trust, FSB
N/A—35,753-35,753-100%$2.9M———
Boothbay Fund Management, LLC
N/A—35,544-35,544-100%$2.9M———
CVA Family Office, LLC
N/A—35,437-35,437-100%$2.9M———
Ancora Advisors LLCA
N/A—35,376-35,376-100%$2.9M———
Primecap Management Co
N/A—35,200-35,200-100%$2.9M———
Fidelis Capital Partners, LLC
N/A—34,972-34,972-100%$2.8M———
Intrust Bank NA
N/A—34,703-34,703-100%$2.8M———
First Western Trust Bank
N/A—34,569-34,569-100%$2.8M———
R.m.sincerbeaux Capital Management LLC
N/A—34,530-34,530-100%$2.8M———
Keystone Financial Group
N/A—34,372-34,372-100%$2.8M———
Vanguard National Trust Co
N/A—34,269-34,269-100%$2.8M———
Advisory Alpha, LLC
N/A—34,253-34,253-100%$2.8M———
Smithfield Trust Co
N/A—34,082-34,082-100%$2.5M———
Northstar Group, Inc.
N/A—33,751-33,751-100%$2.7M———
Thoroughbred Financial Services, LLC
N/A—33,751-33,751-100%$2.7M———
Mitchell Mcleod Pugh & Williams Inc
N/A—33,711-33,711-100%$2.7M———
RB Capital Management, LLC
N/A—33,675-33,675-100%$2.7M———
Coastal Bridge Advisors, LLC
N/A—33,501-33,501-100%$2.7M———
Smith, Moore & Co.
N/A—33,471-33,471-100%$2.7M———
Itau Unibanco Holding S.A.
N/A—33,447-33,447-100%$2.7M———
Centaurus Financial, Inc.
N/A—32,989-32,989-100%$2.7M———
Ausdal Financial Partners, Inc.
N/A—32,885-32,885-100%$2.7M———
Rehmann Capital Advisory Group
N/A—32,841-32,841-100%$2.7M———
Dynasty Wealth Management, LLC
N/A—32,606-32,606-100%$2.6M———
Sirios Capital Management L P
N/A—32,192-32,192-100%$2.6M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—32,141-32,141-100%$2.6M———
Modus Advisors, LLC
N/A—31,749-31,749-100%$2.6M———
Klingenstein Fields & Co LP
N/A—31,395-31,395-100%$2.6M———
SIG Brokerage, LP
N/A—31,367-31,367-100%$2.5M———
Aurdan Capital Management, LLC
N/A—31,235-31,235-100%$2.5M———
Heritage Trust Co
N/A—31,156-31,156-100%$2.5M———
North Star Asset Management Inc
N/A—30,984-30,984-100%$2.5M———
Cetera Trust Company, N.a
N/A—30,896-30,896-100%$2.5M———
BSW Wealth Partners
N/A—30,724-30,724-100%$2.5M———
Madison Asset Management, LLC
N/A—30,702-30,702-100%$2.5M———
T. Rowe Price Investment Management, Inc.
N/A—30,700-30,700-100%$2.5M———
Clare Market Investments LLC
N/A—30,654-30,654-100%$2.5M———
Cinctive Capital Management LP
N/A—30,649-30,649-100%$2.5M———
Capital Group Private Client Services, Inc.
N/A—30,437-30,437-100%$2.5M———
BBR Partners, LLC
N/A—30,400-30,400-100%$2.5M———
Delta Global Management LP
N/A—30,188-30,188-100%$2.5M———
ST Germain D J Co Inc
N/A—29,695-29,695-100%$2.4M———
Widmann Financial Services, Inc.
N/A—29,177-29,177-100%$2.4M———
Baldwin Investment Management, LLC
N/A—28,955-28,955-100%$2.4M———
Meadowbrook Advisors Group, LLC
N/A—28,621-28,621-100%$2.3M———
Schnieders Capital Management, Llc.
N/A—28,449-28,449-100%$2.3M———
Legacy Financial Advisors, Inc.
N/A—28,285-28,285-100%$2.3M———
D L Carlson Investment Group Inc
N/A—28,282-28,282-100%$2.3M———
HighPoint Advisor Group LLC
N/A—27,945-27,945-100%$2.3M———
Sunflower Bank, N.A.
N/A—27,940-27,940-100%$2.3M———
Sivia Capital Partners, LLC
N/A—27,917-27,917-100%$2.3M———
Nwam LLC
N/A—27,728-27,728-100%$2.3M———
Osborne Partners Capital Management, LLC
N/A—27,341-27,341-100%$2.2M———
Ameriflex Group, Inc.
N/A—27,106-27,106-100%$2.2M———
Caption Management, LLC
N/A—27,100-27,100-100%$2.2M———
SageView Advisory Group, LLC
N/A—26,974-26,974-100%$2.2M———
Perennial Investment Advisors, LLC
N/A—26,777-26,777-100%$2.2M———
Stratos Wealth Advisors, LLC
N/A—26,756-26,756-100%$2.2M———
Kovack Advisors, Inc.
N/A—26,680-26,680-100%$2.2M———
Caxton Associates LLP
N/A—26,664-26,664-100%$2.2M———
Mark Sheptoff Financial Planning, LLC
N/A—26,638-26,638-100%$2.2M———
Wallace Capital Management Inc.
N/A—26,328-26,328-100%$2.1M———
M. Kulyk & Associates, LLC
N/A—26,271-26,271-100%$2.1M———
Harbour Investment Management LLC
N/A—26,262-26,262-100%$2.1M———
Tevis Investment Management
N/A—26,250-26,250-100%$2.1M———
Mosaic Family Wealth Partners, LLC
N/A—26,179-26,179-100%$2.1M———
Lionhunter Capital Management, LLC
N/A—25,870-25,870-100%$2.1M———
Baader Bank Aktiengesellschaft
N/A—25,350-25,350-100%$2.1M———
Davis Asset Management, L.P.
N/A—25,000-25,000-100%$2.0M———
Marble Wealth, LLC
N/A—24,964-24,964-100%$2.0M———
iSAM Funds (UK) Ltd
N/A—24,900-24,900-100%$2.0M———
Access Financial Services, Inc.
N/A—24,652-24,652-100%$2.0M———
Icon Wealth Advisors, LLC
N/A—24,422-24,422-100%$2.0M———
Aimz Investment Advisors, LLC
N/A—24,422-24,422-100%$2.0M———
Z3 Capital Partners, LLC
N/A—24,327-24,327-100%$2.0M———
TD Capital Management LLC
N/A—24,319-24,319-100%$2.0M———
Trivium Point Advisory, LLC
N/A—24,174-24,174-100%$2.0M———
Bowen Hanes & Co Inc
N/A—24,002-24,002-100%$1.8M———
Dodge & COX
N/A—24,000-24,000-100%$2.0M———
Jackson, Grant Investment Advisers, Inc.
N/A—23,934-23,934-100%$1.9M———
Venturi Wealth Management, LLC
N/A—23,836-23,836-100%$2.0M———
IFC Advisors LLC
N/A—23,830-23,830-100%$1.9M———
Segall Bryant & Hamill, LLC
N/A—23,709-23,709-100%$1.9M———
Secured Retirement Advisors, LLC
N/A—23,624-23,624-100%$1.9M———
Transcend Capital Advisors, LLC
N/A—23,555-23,555-100%$1.9M———
Oddo BHF Asset Management SAS
N/A—23,499-23,499-100%$1.9M———
Whalerock Point Partners, LLC
N/A—23,497-23,497-100%$1.9M———
Mairs & Power Inc
N/A—23,470-23,470-100%$1.9M———
Quotient Wealth Partners, LLC
N/A—23,317-23,317-100%$1.9M———
Goepper Burkhardt LLC
N/A—23,305-23,305-100%$1.9M———
CNB Bank
N/A—23,196-23,196-100%$1.9M———
Rothschild Investment LLC
N/A—22,967-22,967-100%$1.9M———
DF Dent & Co Inc
N/A—22,847-22,847-100%$1.9M———
Brown Financial Advisors
N/A—22,836-22,836-100%$1.9M———
FreeGulliver LLC
N/A—22,825-22,825-100%$1.9M———
JT Stratford LLC
N/A—22,776-22,776-100%$1.9M———
Counterweight Ventures, LLC
N/A—22,648-22,648-100%$1.8M———
Vaughan Nelson Investment Management, L.P.
N/A—22,625-22,625-100%$1.8M———
Riverview Capital Advisers, LLC
N/A—22,533-22,533-100%$1.8M———
Bridgewater Advisors Inc.
N/A—22,506-22,506-100%$2.0M———
Spinnaker Trust
N/A—22,363-22,363-100%$1.8M———
F/m Investments LLC
N/A—22,349-22,349-100%$1.8M———
Twin City Private Wealth, LLC
N/A—22,336-22,336-100%$1.8M———
Beacon Investment Advisors LLC
N/A—21,825-21,825-100%$1.8M———
Ironwood Investment Counsel, LLC
N/A—21,802-21,802-100%$1.8M———
Navalign, LLC
N/A—21,705-21,705-100%$1.8M———
Security National Bank of Sioux City Iowa
N/A—21,544-21,544-100%$1.8M———
Pettyjohn, Wood & White, Inc
N/A—21,542-21,542-100%$1.8M———
Security National Bank of SO DAK
N/A—21,419-21,419-100%$1.7M———
National Philanthropic Trust
N/A—21,385-21,385-100%$1.7M———
Garrison Point Advisors, LLC
N/A—21,360-21,360-100%$1.7M———
Chesapeake Wealth Management
N/A—21,168-21,168-100%$1.7M———
West Family Investments, Inc.
N/A—21,005-21,005-100%$1.7M———
Beck Mack & Oliver LLC
N/A—21,004-21,004-100%$1.7M———
L2 Asset Management, LLC
N/A—20,966-20,966-100%$1.7M———
Private Wealth Asset Management, LLC
N/A—20,914-20,914-100%$1.7M———
Boyar Asset Management Inc.
N/A—20,913-20,913-100%$1.7M———
VeraBank, N.A.
N/A—20,748-20,748-100%$1.7M———
Edgewood Management LLC
N/A—20,721-20,721-100%$1.7M———
Claret Asset Management Corp
N/A—20,710-20,710-100%$1.7M———
1ST Source Bank
N/A—20,690-20,690-100%$1.7M———
Canal Capital Management, LLC
N/A—20,590-20,590-100%$1.7M———
Quantbot Technologies LP
N/A—20,575-20,575-100%$1.7M———
Bearing Point Capital, LLC
N/A—20,456-20,456-100%$1.7M———
Davis R M Inc
N/A—20,421-20,421-100%$1.7M———
Painted Porch Advisors LLC
N/A—20,389-20,389-100%$1.7M———
Lummis Asset Management, LP
N/A—20,355-20,355-100%$1.7M———
Hanover Advisors Inc
N/A—20,298-20,298-100%$1.6M———
17 Capital Partners, LLC
N/A—20,296-20,296-100%$1.6M———
TRB Wealth Management, LLC
N/A—20,248-20,248-100%$1.6M———
Orographic Financial Advisors, LLC
N/A—20,040-20,040-100%$1.7K———
Beaton Management Co. Inc.
N/A—19,881-19,881-100%$1.6M———
Xcelsior Advisor Partners LLC
N/A—19,838-19,838-100%$1.6M———
Ashford Capital Management Inc
N/A—19,582-19,582-100%$1.6M———
Galilei Investment Office LLP
N/A—19,577-19,577-100%$1.6M———
Front Row Advisors LLC
N/A—19,557-19,557-100%$1.7M———
Broderick Brian C
N/A—19,544-19,544-100%$1.6M———
Hall Capital Management Co Inc
N/A—19,500-19,500-100%$1.6M———
Martin & Co Inc
N/A—19,374-19,374-100%$1.6M———
Roberts Glore & Co Inc
N/A—19,333-19,333-100%$1.6M———
Drive Wealth Management, LLC
N/A—19,295-19,295-100%$1.6M———
Brave Asset Management Inc
N/A—19,103-19,103-100%$1.6M———
Proficio Capital Partners LLC
N/A—19,029-19,029-100%$1.5M———
Founders Financial Alliance, LLC
N/A—19,007-19,007-100%$1.5M———
Mayflower Financial Advisors, LLC
N/A—18,992-18,992-100%$1.5M———
Novare Capital Management LLC
N/A—18,700-18,700-100%$1.5M———
Bellars Harris Wealth Management, LLC
N/A—18,575-18,575-100%$1.5M———
Berkeley Capital Partners, LLC
N/A—18,372-18,372-100%$1.5M———
Capstone Financial Advisors, Inc.
N/A—18,361-18,361-100%$1.5M———
Ceeto Capital Group, LLC
N/A—18,360-18,360-100%$1.5M———
Hilltop Partners LLC
N/A—18,349-18,349-100%$1.5M———
FAS Wealth Partners, Inc.
N/A—18,185-18,185-100%$1.5M———
Advyzon Investment Management, LLC
N/A—18,179-18,179-100%$1.5M———
Defiance ETFs, LLC
N/A—17,867-17,867-100%$1.5M———
Jackson Thornton Wealth Management, LLC
N/A—17,741-17,741-100%$1.4M———
Transamerica Financial Advisors, LLC
N/A—17,731-17,731-100%$1.4M———
Smart Money Group LLC
N/A—17,691-17,691-100%$1.4M———
Havemeyer Place LP
N/A—17,690-17,690-100%$1.4M———
O'rourke & Company, Inc
N/A—17,645-17,645-100%$142.1K———
Teachers Insurance & Annuity Association of America
N/A—17,637-17,637-100%$1.4M———
Core Alternative Capital
N/A—17,592-17,592-100%$1.4M———
Delta Asset Management LLC
N/A—17,569-17,569-100%$1.4M———
NorthCoast Asset Management LLC
N/A—17,532-17,532-100%$1.4M———
SBI Okasan Asset Management Co.Ltd.
N/A—17,500-17,500-100%$1.4M———
Piedmont Capital Management, LLC
N/A—17,484-17,484-100%$1.4M———
Pure Financial Advisors, LLC
N/A—17,450-17,450-100%$1.4M———
LOS Angeles Capital Management LLC
N/A—17,442-17,442-100%$1.4M———
Heritage Wealth Advisors
N/A—17,409-17,409-100%$1.4M———
Stokes Family Office, LLC
N/A—17,309-17,309-100%$1.4M———
Acorns Advisers, LLC
N/A—17,255-17,255-100%$1.4M———
PCM Encore, LLC
N/A—17,138-17,138-100%$1.4M———
First Commonwealth Financial Corp
N/A—17,040-17,040-100%$1.4M———
America First Investment Advisors, LLC
N/A—16,848-16,848-100%$1.4M———
Continuum Advisory, LLC
N/A—16,831-16,831-100%$1.4M———
Sandy Cove Advisors, LLC
N/A—16,798-16,798-100%$1.4M———
Coastwise Capital Group, LLC
N/A—16,659-16,659-100%$1.4M———
Next Capital Management LLC
N/A—16,611-16,611-100%$1.3M———
Ballast Advisors LLC
N/A—16,601-16,601-100%$1.3M———
Mainstay Capital Management LLC
N/A—16,597-16,597-100%$1.3M———
X-Square Capital, LLC
N/A—16,582-16,582-100%$1.3M———
Fairtree Asset Management (Pty) Ltd
N/A—16,571-16,571-100%$1.3M———
Integrated Investment Consultants, LLC
N/A—16,557-16,557-100%$1.3M———
Lifeworks Advisors, LLC
N/A—16,549-16,549-100%$1.3M———
Capital Group Investment Management Pte. Ltd.
N/A—16,520-16,520-100%$1.3M———
Old North State Trust, LLC
N/A—16,308-16,308-100%$1.3M———
Ethos Financial Group, LLC
N/A—16,299-16,299-100%$1.5M———
TCM Advisors, LLC
N/A—16,283-16,283-100%$1.3M———
Invst, LLC
N/A—16,269-16,269-100%$1.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—16,047-16,047-100%$1.3M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—15,863-15,863-100%$1.3M———
Marex Group Ltd
N/A—15,817-15,817-100%$1.3M———
Wiser Advisor Group LLC
N/A—15,780-15,780-100%$1.3M———
Borer Denton & Associates, Inc.
N/A—15,716-15,716-100%$1.3M———
Quent Capital, LLC
N/A—15,549-15,549-100%$1.3M———
Prestige Wealth Management Group LLC
N/A—15,495-15,495-100%$1.3M———
Hudson Value Partners, LLC
N/A—15,465-15,465-100%$1.3M———
Diametric Capital, LP
N/A—15,422-15,422-100%$1.3M———
Semper Augustus Investments Group LLC
N/A—15,328-15,328-100%$1.2M———
Park Place Capital Corp
N/A—15,325-15,325-100%$1.2M———
Voya Financial Advisors, Inc.
N/A—15,320-15,320-100%$1.3M———
Oxford Financial Group, Ltd. LLC
N/A—15,246-15,246-100%$1.2M———
Summit Wealth Partners, LLC
N/A—15,217-15,217-100%$1.2M———
Round Rock Advisors LLC
N/A—15,190-15,190-100%$1.2M———
Evernest Financial Advisors, LLC
N/A—15,189-15,189-100%$1.2M———
Gallagher Fiduciary Advisors, LLC
N/A—15,091-15,091-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—15,010-15,010-100%$1.2M———
Wealthspire Retirement, LLC
N/A—14,989-14,989-100%$1.2M———
Guardian Wealth Advisors, LLC / NC
N/A—14,939-14,939-100%$1.2M———
Johnson Financial Group, Inc.
N/A—14,895-14,895-100%$1.2M———
West Michigan Advisors, LLC
N/A—14,870-14,870-100%$1.2M———
GSA Capital Partners LLP
N/A—14,833-14,833-100%$1.2M———
MJP Associates Inc
N/A—14,806-14,806-100%$1.2M———
Financial Engines Advisors L.L.C.
N/A—14,798-14,798-100%$1.2M———
Core Capital Management & Research, inc.
N/A—14,797-14,797-100%$1.4M———
Driehaus Capital Management LLC
N/A—14,687-14,687-100%$1.2M———
Taylor Hoffman Capital Management LLC
N/A—14,649-14,649-100%$1.2M———
Waddell & Associates, LLC
N/A—14,635-14,635-100%$1.2M———
Phillips Wealth Planners LLC
N/A—14,508-14,508-100%$1.2M———
Everpar Advisors LLC
N/A—14,504-14,504-100%$1.2M———
Berger Financial Group, Inc
N/A—14,500-14,500-100%$1.2M———
Kintra Wealth, LLC
N/A—14,500-14,500-100%$1.3M———
McLaughlin Asset Management, Inc.
N/A—14,499-14,499-100%$1.2M———
denkapparat Operations GmbH
N/A—14,468-14,468-100%$1.2M———
Phoenix Financial Ltd.
N/A—14,458-14,458-100%$1.2M———
Stonebrook Private Inc.
N/A—14,446-14,446-100%$1.2M———
OneAscent Financial Services LLC
N/A—14,382-14,382-100%$1.2M———
Spirepoint Private Client, LLC
N/A—14,304-14,304-100%$1.2M———
Bayesian Capital Management, LP
N/A—14,300-14,300-100%$1.2M———
Royal Capital Wealth Management, LLC
N/A—14,284-14,284-100%$1.2M———
Range Advisory, LLC
N/A—14,228-14,228-100%$1.2M———
CFO4Life Group, LLC
N/A—14,224-14,224-100%$1.2M———
American Financial Advisors, LLC
N/A—14,184-14,184-100%$1.2M———
Red Door Wealth Management, LLC
N/A—14,184-14,184-100%$1.2M———
Headinvest, LLC
N/A—14,181-14,181-100%$1.2M———
Quest Investment Management LLC
N/A—14,165-14,165-100%$1.2M———
Talisman Wealth Advisors LLC
N/A—14,144-14,144-100%$1.1M———
Aristotle Atlantic Partners, LLC
N/A—14,000-14,000-100%$1.1M———
Kapstone Financial Advisors LLC
N/A—13,968-13,968-100%$1.1M———
Crews Bank & Trust
N/A—13,913-13,913-100%$1.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—13,874-13,874-100%$1.1M———
Hexagon Capital Partners LLC
N/A—13,844-13,844-100%$1.1M———
Heartland Bank & Trust Co
N/A—13,815-13,815-100%$1.1M———
Strategies Wealth Advisors, LLC
N/A—13,702-13,702-100%$1.1M———
Gateway Wealth Partners, LLC
N/A—13,642-13,642-100%$1.1M———
Optas, LLC
N/A—13,547-13,547-100%$1.1M———
Quattro Advisors LLC
N/A—13,535-13,535-100%$1.1M———
Wellspring Financial Advisors, LLC
N/A—13,528-13,528-100%$302.5K———
GeoWealth Management, LLC
N/A—13,527-13,527-100%$1.1M———
Truvestments Capital LLC
N/A—13,511-13,511-100%$1.1M———
Lcnb Corp
N/A—13,362-13,362-100%$1.1M———
Castlekeep Investment Advisors LLC
N/A—13,292-13,292-100%$1.1M———
Encore Global Management, LP
N/A—13,200-13,200-100%$1.1M———
Sovereign Financial Group, Inc.
N/A—13,192-13,192-100%$1.1M———
Harvest Fund Management Co., Ltd
N/A—13,185-13,185-100%$1.1M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—13,167-13,167-100%$1.1M———
Westmount Partners, LLC
N/A—13,166-13,166-100%$1.1M———
Monetary Management Group Inc
N/A—13,160-13,160-100%$1.1M———
Charter Research & Investment Group, Inc.
N/A—13,089-13,089-100%$1.1M———
Cambria Investment Management, L.P.
N/A—13,018-13,018-100%$1.1M———
Keynote Financial Services LLC
N/A—13,010-13,010-100%$1.1M———
Westbourne Investments, Inc.
N/A—12,910-12,910-100%$1.0M———
TFR Capital, Llc.
N/A—12,900-12,900-100%$1.0M———
Jump Financial, LLC
N/A—12,856-12,856-100%$1.0M———
First Foundation Advisors
N/A—12,834-12,834-100%$1.0M———
Glen Eagle Advisors, LLC
N/A—12,816-12,816-100%$1.0M———
Sfmg, LLC
N/A—12,798-12,798-100%$1.0M———
Gilbert & Cook, Inc.
N/A—12,766-12,766-100%$1.0M———
Fielder Capital Group LLC
N/A—12,716-12,716-100%$1.0M———
Lathrop Investment Management Co
N/A—12,684-12,684-100%$1.0M———
GTS Securities LLC
N/A—12,605-12,605-100%$1.0M———
NFC Investments, LLC
N/A—12,500-12,500-100%$1.0M———
Somerville Kurt F
N/A—12,500-12,500-100%$1.0M———
Sprott Inc.
N/A—12,432-12,432-100%$1.0M———
Aberdeen Wealth Management LLC
N/A—12,384-12,384-100%$1.0M———
Gardner Russo & Quinn LLC
N/A—12,350-12,350-100%$1.0M———
New Republic Capital, LLC
N/A—12,350-12,350-100%$1.0M———
CacheTech Inc.
N/A—12,338-12,338-100%$1.0M———
One Capital Management, LLC
N/A—12,301-12,301-100%$935.5K———
Cornerstone Capital, Inc.
N/A—12,291-12,291-100%$998.9K———
Permanent Capital Management, LP
N/A—12,263-12,263-100%$1.0M———
Summitry LLC
N/A—12,256-12,256-100%$996.0K———
WealthTrust Axiom LLC
N/A—12,103-12,103-100%$983.6K———
one8zero8, LLC
N/A—12,081-12,081-100%$981.8K———
Morse Asset Management, Inc
N/A—12,020-12,020-100%$976.9K———
Virtu Financial LLC
N/A—12,015-12,015-100%$976.0K———
Cary Street Partners Investment Advisory LLC
N/A—11,766-11,766-100%$956.2K———
Geometric Wealth Advisors
N/A—11,706-11,706-100%$951.3K———
Basecamp Wealth Advisors LLC
N/A—11,676-11,676-100%$948.9K———
HHM Wealth Advisors, LLC
N/A—11,661-11,661-100%$947.7K———
Intellectus Partners, LLC
N/A—11,608-11,608-100%$949.6K———
CTC Alternative Strategies, Ltd.
N/A—11,600-11,600-100%$942.7K———
Sand Hill Global Advisors, LLC
N/A—11,544-11,544-100%$938.2K———
Blue Edge Capital, LLC
N/A—11,528-11,528-100%$936.9K———
Bank OZK
N/A—11,475-11,475-100%$932.6K———
Columbia River Financial Group, LLC
N/A—11,441-11,441-100%$935.0K———
Zhang Financial LLC
N/A—11,300-11,300-100%$918.4K———
Astoria Portfolio Advisors Llc.
N/A—11,231-11,231-100%$912.8K———
Peak Asset Management, LLC
N/A—11,215-11,215-100%$911.4K———
Severin Investments, LLC
N/A—11,194-11,194-100%$909.7K———
Morningstar Investment Management LLC
N/A—11,163-11,163-100%$848.9K———
Bogart Wealth, LLC
N/A—11,086-11,086-100%$901.0K———
Arbor Trust Wealth Advisors, LLC
N/A—11,079-11,079-100%$900.4K———
Peninsula Asset Management Inc
N/A—11,042-11,042-100%$897.4K———
Pinnacle West Asset Management, Inc.
N/A—11,040-11,040-100%$897.0K———
OneAscent Family Office, LLC
N/A—11,033-11,033-100%$896.7K———
N.E.W. Advisory Services LLC
N/A—10,985-10,985-100%$892.7K———
FSB Premier Wealth Management, Inc.
N/A—10,957-10,957-100%$890.5K———
Richard W. Paul & Associates, LLC
N/A—10,865-10,865-100%$883.0K———
Wrapmanager Inc
N/A—10,840-10,840-100%$881.0K———
Resurgent Financial Advisors LLC
N/A—10,799-10,799-100%$877.6K———
Invictus Private Wealth, LLC
N/A—10,746-10,746-100%$873.3K———
Brandywine Trust Co
N/A—10,682-10,682-100%$868.1K———
Retirement Income Solutions, Inc
N/A—10,661-10,661-100%$810.8K———
Texas Capital Bank Wealth Management Services Inc
N/A—10,650-10,650-100%$865.5K———
FWG Holdings, LLC
N/A—10,641-10,641-100%$875.2K———
Sierra Capital LLC
N/A—10,605-10,605-100%$861.9K———
Pinnacle Holdings, LLC
N/A—10,581-10,581-100%$859.9K———
Kiley Juergens Wealth Management, LLC
N/A—10,543-10,543-100%$856.8K———
Cyber Hornet ETFs LLC
N/A—10,536-10,536-100%$856.3K———
LM Advisors LLC
N/A—10,477-10,477-100%$852.0K———
Elgethun Capital Management
N/A—10,442-10,442-100%$848.6K———
Pgim Custom Harvest LLC
N/A—10,429-10,429-100%$847.5K———
Harbour Wealth Management Group, Inc.
N/A—10,412-10,412-100%$846.2K———
Conscious Wealth Investments, LLC
N/A—10,384-10,384-100%$851.2K———
Strategic Investment Solutions, Inc.
N/A—10,252-10,252-100%$833.2K———
Valtrion Capital Management, LLC
N/A—10,247-10,247-100%$832.8K———
Regimen Wealth, LLC
N/A—10,246-10,246-100%$832.7K———
S&CO Inc
N/A—10,236-10,236-100%$831.0K———
Webster Bank, N. A.
N/A—10,234-10,234-100%$831.7K———
King Wealth Management Group
N/A—10,214-10,214-100%$830.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—10,150-10,150-100%$824.9K———
Kiker Wealth Management, LLC
N/A—10,108-10,108-100%$821.5K———
Khazanah Nasional Berhad
N/A—10,084-10,084-100%$819.5K———
Seeds Investor LLC
N/A—10,036-10,036-100%$815.7K———
Delta Investment Management, LLC
N/A—9,991-9,991-100%$812.0K———
Faithward Advisors, LLC
N/A—9,961-9,961-100%$809.5K———
Schrum Private Wealth Management LLC
N/A—9,957-9,957-100%$652.1K———
Elk River Wealth Management LLC
N/A—9,939-9,939-100%$813.0K———
Caldwell Sutter Capital, Inc.
N/A—9,829-9,829-100%$798.8K———
Miller Capital Partners, Inc.
N/A—9,800-9,800-100%$796.4K———
Hirtle & Co., LLC
N/A—9,800-9,800-100%$796.4K———
Wills Financial Group LLC
N/A—9,800-9,800-100%$796.4K———
FWL Investment Management, LLC
N/A—9,792-9,792-100%$795.8K———
Second Line Capital, LLC
N/A—9,713-9,713-100%$794.5K———
Investor's Fiduciary Advisor Network, LLC
N/A—9,675-9,675-100%$786.0K———
Rexford Capital Inc
N/A—9,672-9,672-100%$786.0K———
First Dallas Securities Inc.
N/A—9,658-9,658-100%$784.9K———
Sittner & Nelson, LLC
N/A—9,638-9,638-100%$783.3K———
Spreng Capital Management, Inc.
N/A—9,603-9,603-100%$780.4K———
Liberty Wealth Management LLC
N/A—9,577-9,577-100%$728.6K———
Marshall Investment Management, LLC
N/A—9,483-9,483-100%$770.7K———
Nicholson Wealth Management Group, LLC
N/A—9,472-9,472-100%$769.8K———
Fox Hill Wealth Management
N/A—9,441-9,441-100%$767.2K———
Hutchinson Capital Management
N/A—9,397-9,397-100%$763.7K———
Rothschild Wealth LLC
N/A—9,378-9,378-100%$762.1K———
WNY Asset Management, LLC
N/A—9,359-9,359-100%$760.6K———
Calton & Associates, Inc.
N/A—9,300-9,300-100%$755.8K———
Cape COD Five Cents Savings Bank
N/A—9,223-9,223-100%$749.6K———
Magnolia Capital Advisors LLC
N/A—9,202-9,202-100%$747.9K———
Bank of the Bluegrass & Trust Co.
N/A—9,200-9,200-100%$791.9K———
Burling Wealth Partners, LLC
N/A—9,128-9,128-100%$741.8K———
Fortress Private Ledger, LLC
N/A—9,061-9,061-100%$736.4K———
Impact Partnership Wealth, LLC
N/A—9,048-9,048-100%$735.3K———
Hodges Capital Management Inc.
N/A—8,953-8,953-100%$727.6K———
L & S Advisors Inc
N/A—8,950-8,950-100%$727.4K———
Nvest Financial, LLC
N/A—8,908-8,908-100%$723.9K———
Cullen Capital Management, LLC
N/A—8,879-8,879-100%$721.6K———
Estabrook Capital Management
N/A—8,862-8,862-100%$720.2K———
Keebeck Wealth Management
N/A—8,857-8,857-100%$724.5K———
Rothschild Capital Partners, LLC
N/A—8,701-8,701-100%$707.1K———
SGL Investment Advisors, Inc.
N/A—8,684-8,684-100%$754.4K———
Kera Capital Partners, Inc.
N/A—8,649-8,649-100%$702.9K———
Granite Harbor Advisors, Inc.
N/A—8,618-8,618-100%$700.4K———
Horizon Family Wealth, Inc.
N/A—8,605-8,605-100%$699.4K———
Kidder Stephen W
N/A—8,600-8,600-100%$698.9K———
Florida Financial Advisors, LLC
N/A—8,597-8,597-100%$698.7K———
Prosperity Bancshares Inc
N/A—8,584-8,584-100%$697.6K———
Wayfinding Financial, LLC
N/A—8,574-8,574-100%$701.0K———
Marietta Investment Partners LLC
N/A—8,532-8,532-100%$693.4K———
360 Financial, Inc.
N/A—8,524-8,524-100%$692.7K———
Cladis Investment Advisory, LLC
N/A—8,520-8,520-100%$692.4K———
EntryPoint Capital, LLC
N/A—8,519-8,519-100%$692.3K———
AssuredPartners Investment Advisors, LLC
N/A—8,476-8,476-100%$688.9K———
DV Trading LLC
N/A—8,462-8,462-100%$687.7K———
Rollins Financial Advisors, LLC
N/A—8,451-8,451-100%$686.8K———
Navellier & Associates Inc
N/A—8,415-8,415-100%$683.9K———
Wealthquest Corp
N/A—8,383-8,383-100%$681.3K———
Maridea Wealth Management LLC
N/A—8,328-8,328-100%$676.9K———
Wescott Financial Advisory Group, LLC
N/A—8,105-8,105-100%$658.7K———
ESL Trust Services, LLC
N/A—8,050-8,050-100%$654.2K———
CIM Investment Management Inc
N/A—8,039-8,039-100%$653.3K———
Plotkin Financial Advisors, LLC
N/A—8,009-8,009-100%$650.9K———
Octavia Wealth Advisors, LLC
N/A—8,007-8,007-100%$654.9K———
Laraway Financial Advisors Inc
N/A—7,976-7,976-100%$648.2K———
Monograph Wealth Advisors, LLC
N/A—7,949-7,949-100%$650.2K———
BlackDiamond Wealth Management, LLC
N/A—7,938-7,938-100%$689.6K———
Wealth Alliance, LLC
N/A—7,900-7,900-100%$642.0K———
Cardiff Park Advisors, LLC
N/A—7,895-7,895-100%$641.6K———
Medallion Wealth Advisors, LLC
N/A—7,882-7,882-100%$640.7K———
Cannon Wealth Management Services, LLC
N/A—7,876-7,876-100%$640.1K———
Laidlaw Wealth Management LLC
N/A—7,867-7,867-100%$639.4K———
Ranch Capital Advisors Inc.
N/A—7,860-7,860-100%$642.7K———
Prostatis Group LLC
N/A—7,795-7,795-100%$633.5K———
LaSalle St. Investment Advisors, LLC
N/A—7,763-7,763-100%$630.9K———
River Wealth Advisors LLC
N/A—7,733-7,733-100%$628.5K———
CoreFirst Bank & Trust
N/A—7,732-7,732-100%$628.4K———
Mokan Wealth Management Inc.
N/A—7,732-7,732-100%$628.5K———
Wimmer Associates 1, LLC
N/A—7,708-7,708-100%$626.4K———
Resolute Wealth Strategies, LLC
N/A—7,704-7,704-100%$626.1K———
Blueshift Asset Management, LLC
N/A—7,692-7,692-100%$625.1K———
Fort Sheridan Advisors LLC
N/A—7,665-7,665-100%$622.9K———
Alteri Wealth LLC
N/A—7,659-7,659-100%$622.5K———
Fiduciary Financial Advisors
N/A—7,642-7,642-100%$620.8K———
Beta Wealth Group, Inc.
N/A—7,621-7,621-100%$619.4K———
Bulltick Wealth Management, LLC
N/A—7,457-7,457-100%$610.0K———
Adams Wealth Management
N/A—7,447-7,447-100%$605.2K———
Petix & Botte Co
N/A—7,430-7,430-100%$603.8K———
Viawealth, LLC
N/A—7,428-7,428-100%$603.7K———
Saranac Partners Ltd
N/A—7,352-7,352-100%$597.5K———
Flow Traders U.S. LLC
N/A—7,255-7,255-100%$590.0K———
Keating Financial Advisory Services, Inc.
N/A—7,239-7,239-100%$588.3K———
CM Wealth Advisors LLC
N/A—7,208-7,208-100%$589.6K———
Edgestream Partners, L.P.
N/A—7,177-7,177-100%$583.3K———
V. M. Manning & Co., Inc.
N/A—7,166-7,166-100%$582.3K———
VestGen Investment Management
N/A—7,141-7,141-100%$580.3K———
Sun Financial Inc
N/A—7,141-7,141-100%$620.3K———
Bank of Nova Scotia Trust Co
N/A—7,111-7,111-100%$577.9K———
Harbor Advisory Corp
N/A—7,092-7,092-100%$576.4K———
American Investment Services, Inc.
N/A—7,088-7,088-100%$576.0K———
IMA Advisory Services, Inc.
N/A—7,074-7,074-100%$578.3K———
Orleans Capital Management Corp
N/A—7,065-7,065-100%$574.2K———
Strive Financial Group,LLC
N/A—7,021-7,021-100%$570.6K———
Circle Wealth Management, LLC
N/A—7,020-7,020-100%$570.5K———
Bantamac Capital, LLC
N/A—7,000-7,000-100%$568.9K———
Coign Capital Advisors LLC
N/A—6,990-6,990-100%$568.1K———
Wall Street Financial Group, Inc.
N/A—6,961-6,961-100%$565.8K———
SHP Wealth Management
N/A—6,935-6,935-100%$563.6K———
Kelly Lawrence W & Associates Inc
N/A—6,931-6,931-100%$563.3K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—6,876-6,876-100%$558.8K———
Van Diest Capital, LLC
N/A—6,837-6,837-100%$555.6K———
Tradition Wealth Management, LLC
N/A—6,811-6,811-100%$553.5K———
Innovative Asset Advisors Group, LLC
N/A—6,788-6,788-100%$555.2K———
Mission Creek Capital Partners, Inc.
N/A—6,782-6,782-100%$551.2K———
Pine Harbor Wealth Management, LLC
N/A—6,778-6,778-100%$550.8K———
Ellenbecker Investment Group
N/A—6,752-6,752-100%$548.8K———
EWA, LLC
N/A—6,707-6,707-100%$545.1K———
First National Bank of Hutchinson
N/A—6,673-6,673-100%$542.3K———
Concentrum Wealth Management
N/A—6,658-6,658-100%$541.1K———
Marshall Financial Group, LLC
N/A—6,641-6,641-100%$539.7K———
Blackstone Inc.
N/A—6,622-6,622-100%$538.2K———
Bruce G. Allen Investments, LLC
N/A—6,607-6,607-100%$537.0K———
Lakeridge Wealth Management LLC
N/A—6,565-6,565-100%$533.6K———
Arkos Global Advisors
N/A—6,421-6,421-100%$522.0K———
HC Advisors, LLC
N/A—6,413-6,413-100%$521.2K———
First National Bank & Trust Co of Newtown
N/A—6,320-6,320-100%$553.6K———
Aviso Financial Inc.
N/A—6,301-6,301-100%$512.1K———
Beckerman Institutional, LLC
N/A—6,243-6,243-100%$507.4K———
BCS Private Wealth Management, Inc.
N/A—6,227-6,227-100%$509.4K———
Palumbo Wealth Management LLC
N/A—6,207-6,207-100%$504.4K———
Arvest Bank Trust Division
N/A—6,204-6,204-100%$504.2K———
Zevin Asset Management LLC
N/A—6,187-6,187-100%$502.8K———
Klcm Advisors, Inc.
N/A—6,101-6,101-100%$495.8K———
Orion Investment Co
N/A—6,096-6,096-100%$495.4K———
Sandro Wealth Management LLC
N/A—6,025-6,025-100%$489.7K———
Frisch Financial Group, Inc.
N/A—5,991-5,991-100%$490.1K———
UP Strategic Wealth Investment Advisors LLC
N/A—5,991-5,991-100%$520.2K———
Holistic Financial Partners
N/A—5,977-5,977-100%$485.8K———
Centiva Capital, LP
N/A—5,937-5,937-100%$482.5K———
AFT, Forsyth & Company, Inc.
N/A—5,923-5,923-100%$481.4K———
Winning Points Advisors, LLC
N/A—5,918-5,918-100%$481.0K———
Seven Springs Wealth Group, LLC
N/A—5,911-5,911-100%$480.4K———
Tiemann Investment Advisors, LLC
N/A—5,903-5,903-100%$479.7K———
Sagewood Asset Management LP
N/A—5,892-5,892-100%$478.8K———
Resources Management Corp
N/A—5,850-5,850-100%$475.4K———
Cascade Financial Partners, LLC
N/A—5,827-5,827-100%$473.5K———
CCG Wealth Management, LLC
N/A—5,805-5,805-100%$474.8K———
Leigh Baldwin & Co., LLC
N/A—5,777-5,777-100%$469.5K———
New World Advisors LLC
N/A—5,775-5,775-100%$469.3K———
Brookwood Investment Group LLC
N/A—5,763-5,763-100%$468.3K———
Doheny Asset Management
N/A—5,758-5,758-100%$468.0K———
One Wealth Advisors, LLC
N/A—5,756-5,756-100%$467.8K———
Compass Capital Corp
N/A—5,754-5,754-100%$499.5K———
Strathmore Capital Advisors, Inc.
N/A—5,705-5,705-100%$467.7K———
Dividend Assets Capital, LLC
N/A—5,700-5,700-100%$463.3K———
Empirical Asset Management, LLC
N/A—5,665-5,665-100%$460.4K———
Adalta Capital Management LLC
N/A—5,625-5,625-100%$460.1K———
Vantus Wealth LLC
N/A—5,623-5,623-100%$457.0K———
Legacy Wealth Advisors, LLC
N/A—5,621-5,621-100%$456.8K———
SAM Advisors, LLC
N/A—5,599-5,599-100%$455.0K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—5,541-5,541-100%$450.3K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—5,533-5,533-100%$449.7K———
PCB Capital LLC
N/A—5,508-5,508-100%$447.6K———
Pennington Partners & Co., LLC
N/A—5,479-5,479-100%$448.2K———
Joule Financial, LLC
N/A—5,465-5,465-100%$447.1K———
Wealth Management Associates, Inc.
N/A—5,457-5,457-100%$443.5K———
1015 Capital Partners, LLC
N/A—5,447-5,447-100%$442.7K———
Mosaic Financial Group, LLC
N/A—5,444-5,444-100%$442.0K———
VSM Wealth Advisory, LLC
N/A—5,404-5,404-100%$439.2K———
Peregrine Asset Advisers, Inc.
N/A—5,356-5,356-100%$435.3K———
Quantessence Capital LLC
N/A—5,353-5,353-100%$435.0K———
Strategic Financial Services, Inc.
N/A—5,339-5,339-100%$433.9K———
Planning Center, Inc.
N/A—5,333-5,333-100%$433.4K———
BOK Financial Private Wealth, Inc.
N/A—5,323-5,323-100%$435.7K———
Second Half Financial Partners, LLC
N/A—5,252-5,252-100%$426.8K———
Chancellor Financial Group WB LP
N/A—5,243-5,243-100%$426.1K———
Becker Capital Management Inc
N/A—5,234-5,234-100%$428.1K———
Northstar Financial Companies, Inc.
N/A—5,227-5,227-100%$424.8K———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—5,219-5,219-100%$424.1K———
Silvant Capital Management LLC
N/A—5,209-5,209-100%$423.3K———
Element Wealth, LLC
N/A—5,179-5,179-100%$420.9K———
Beto Financial Group, LLC
N/A—5,163-5,163-100%$424.0K———
Brightwater Advisory LLC
N/A—5,117-5,117-100%$415.9K———
SOA Wealth Advisors, Llc.
N/A—5,111-5,111-100%$415.3K———
Baltimore-Washington Financial Advisors, Inc.
N/A—5,096-5,096-100%$414.3K———
Strait & Sound Wealth Management LLC
N/A—5,093-5,093-100%$413.9K———
Alongside, LLC
N/A—5,088-5,088-100%$413.5K———
49 Wealth Management, LLC
N/A—5,088-5,088-100%$413.5K———
Topsail Wealth Management, LLC
N/A—5,081-5,081-100%$415.6K———
HRT Financial LP
N/A—5,076-5,076-100%$412.0K———
Two Sigma Securities, LLC
N/A—5,065-5,065-100%$411.6K———
Strategic Investment Advisors / MI
N/A—5,063-5,063-100%$411.5K———
FourThought Financial Partners, LLC
N/A—5,060-5,060-100%$411.2K———
Shufro Rose & Co LLC
N/A—5,035-5,035-100%$409.2K———
Hemenway Trust Co LLC
N/A—5,035-5,035-100%$409.2K———
Requisite Capital Management, LLC
N/A—5,034-5,034-100%$411.8K———
Morris Financial Concepts, Inc.
N/A—5,019-5,019-100%$407.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—4,969-4,969-100%$403.8K———
Atlas Legacy Advisors, LLC
N/A—4,959-4,959-100%$389.3K———
Brogan Financial, Inc.
N/A—4,940-4,940-100%$401.5K———
Per Stirling Capital Management, Llc.
N/A—4,915-4,915-100%$399.4K———
Polymer Capital Management (US) LLC
N/A—4,914-4,914-100%$399.4K———
Copley Financial Group, Inc.
N/A—4,891-4,891-100%$397.5K———
Aspen Grove Capital, LLC
N/A—4,886-4,886-100%$399.7K———
Philadelphia Investment Partners, LLC
N/A—4,870-4,870-100%$425.7K———
Seaside Wealth Management, Inc.
N/A—4,863-4,863-100%$395.2K———
Front Street Capital Management, Inc.
N/A—4,855-4,855-100%$394.9K———
Madison Wealth Partners, Inc
N/A—4,843-4,843-100%$393.6K———
Accent Capital Management, LLC
N/A—4,800-4,800-100%$392.6K———
Kirtland Hills Capital Management, LLC
N/A—4,794-4,794-100%$389.6K———
Meramec Financial Planners, LLC
N/A—4,790-4,790-100%$402.7K———
Cofg Advisors, LLC
N/A—4,786-4,786-100%$388.9K———
Allied Private Wealth LLC
N/A—4,778-4,778-100%$398.5K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—4,772-4,772-100%$390.4K———
Parvin Asset Management, LLC
N/A—4,770-4,770-100%$387.7K———
Tobias Financial Advisors, Inc.
N/A—4,769-4,769-100%$387.6K———
Bouchey Financial Group, Ltd.
N/A—4,756-4,756-100%$388.2K———
Rather & Kittrell, Inc.
N/A—4,752-4,752-100%$386.3K———
FLC Capital Advisors
N/A—4,725-4,725-100%$384.0K———
Prelude Capital Management, LLC
N/A—4,715-4,715-100%$383.2K———
Safeguard Investment Advisory Group, LLC
N/A—4,699-4,699-100%$382.0K———
Fortis Capital Advisors, LLC
N/A—4,661-4,661-100%$378.8K———
Blalock Williams, LLC
N/A—4,658-4,658-100%$378.6K———
Apriem Advisors
N/A—4,654-4,654-100%$378.2K———
Loomis Sayles & Co L P
N/A—4,635-4,635-100%$376.7K———
Ames National Corp
N/A—4,597-4,597-100%$373.6K———
Advisors Preferred, LLC
N/A—4,592-4,592-100%$386.4K———
NCM Capital Management, LLC
N/A—4,549-4,549-100%$369.7K———
Financial Strategies Group, Inc.
N/A—4,540-4,540-100%$372.1K———
Cornerstone Financial Management LLC
N/A—4,507-4,507-100%$366.3K———
Delos Wealth Advisors, LLC
N/A—4,500-4,500-100%$365.7K———
Consilio Wealth Advisors, LLC
N/A—4,496-4,496-100%$365.4K———
Westfuller Advisors, LLC
N/A—4,482-4,482-100%$366.6K———
All Terrain Financial Advisors, LLC
N/A—4,476-4,476-100%$363.8K———
Financial Advisors Network, Inc.
N/A—4,436-4,436-100%$360.5K———
Core Wealth Advisors, Inc.
N/A—4,423-4,423-100%$359.5K———
KKM Financial LLC
N/A—4,411-4,411-100%$358.5K———
Bcgm Wealth Management, LLC
N/A—4,393-4,393-100%$357.0K———
Aigen Investment Management, LP
N/A—4,374-4,374-100%$355.5K———
Disciplined Investors, L.L.C.
N/A—4,360-4,360-100%$354.4K———
Ninepoint Partners LP
N/A—4,345-4,345-100%$353.1K———
Evolve Private Wealth, LLC
N/A—4,344-4,344-100%$358.4K———
Aegis Wealth Management LLC
N/A—4,322-4,322-100%$351.2K———
Tower Wealth Partners, Inc.
N/A—4,291-4,291-100%$348.7K———
Renaissance Technologies LLC
N/A—4,238-4,238-100%$343.0K———
Presper Financial Architects, LLC
N/A—4,215-4,215-100%$342.6K———
Thompson David Blair
N/A—4,201-4,201-100%$341.4K———
Twin Peaks Wealth Advisors, LLC
N/A—4,199-4,199-100%$341.2K———
Zuckerman Investment Group, LLC
N/A—4,163-4,163-100%$338.3K———
BTC Capital Management, Inc.
N/A—4,158-4,158-100%$337.9K———
FCA Corp
N/A—4,147-4,147-100%$337.1K———
Harvest Investment Services, LLC
N/A—4,132-4,132-100%$335.8K———
Pursuit Wealth Strategies, LLC
N/A—4,098-4,098-100%$333.1K———
Pring Turner Capital Group Inc
N/A—4,093-4,093-100%$355.5K———
Greenwich Wealth Management LLC
N/A—4,090-4,090-100%$332.0K———
Cheviot Value Management, LLC
N/A—4,089-4,089-100%$332.3K———
Reliant Investment Partners, LLC
N/A—4,088-4,088-100%$332.2K———
Bienville Capital Management, LLC
N/A—4,075-4,075-100%$333.3K———
White Pine Capital LLC
N/A—4,058-4,058-100%$329.8K———
VanWeelden Wealth Management, LLC
N/A—4,045-4,045-100%$328.7K———
Peak Retirement Planning, Inc.
N/A—4,040-4,040-100%$328.3K———
M1 Capital Management LLC
N/A—4,036-4,036-100%$328.0K———
Paragon Financial Partners, Inc.
N/A—4,001-4,001-100%$350.4K———
Brooktree Capital Management
N/A—4,000-4,000-100%$325.1K———
Landing Point Financial Group, LLC
N/A—3,999-3,999-100%$325.0K———
Osprey Private Wealth LLC
N/A—3,986-3,986-100%$323.9K———
FSA Advisors, Inc.
N/A—3,982-3,982-100%$323.7K———
Bard Associates Inc
N/A—3,979-3,979-100%$325.4K———
Red Wave Investments LLC
N/A—3,979-3,979-100%$323.4K———
Carr Financial Group Corp
N/A—3,976-3,976-100%$323.1K———
Wood Tarver Financial Group, LLC
N/A—3,972-3,972-100%$322.0K———
Ponta Wealth Partners, LLC
N/A—3,940-3,940-100%$320.2K———
Puzo Michael J
N/A—3,920-3,920-100%$318.6K———
Keyvantage Wealth, LLC
N/A—3,915-3,915-100%$318.2K———
Horizon Bancorp Inc
N/A—3,908-3,908-100%$318.0K———
Duncan Williams Asset Management, LLC
N/A—3,903-3,903-100%$317.2K———
Godshalk Welsh Capital Management, Inc.
N/A—3,900-3,900-100%$317.0K———
Bolthouse Investments, LLC
N/A—3,890-3,890-100%$316.2K———
CarsonAllaria Wealth Management, Ltd.
N/A—3,877-3,877-100%$315.1K———
SSI Investment Management LLC
N/A—3,853-3,853-100%$313.1K———
Cedarwood Wealth LLC
N/A—3,841-3,841-100%$312.1K———
American Trust
N/A—3,829-3,829-100%$311.2K———
Mendel Capital Management LLC
N/A—3,827-3,827-100%$311.0K———
Tripletail Wealth Management, LLC
N/A—3,801-3,801-100%$319.8K———
Elm Partners Management LLC
N/A—3,765-3,765-100%$305.9K———
Navis Wealth Advisors, LLC
N/A—3,757-3,757-100%$305.4K———
Disciplined Investments, LLC
N/A—3,752-3,752-100%$305.0K———
CCM Investment Advisers LLC
N/A—3,737-3,737-100%$303.7K———
Roble, Belko & Company, Inc
N/A—3,713-3,713-100%$302.0K———
Strategic Wealth Partners, Ltd.
N/A—3,706-3,706-100%$301.2K———
US Asset Management LLC
N/A—3,685-3,685-100%$299.5K———
Safe Harbor Fiduciary, LLC
N/A—3,675-3,675-100%$298.7K———
Concorde Asset Management, LLC
N/A—3,638-3,638-100%$297.6K———
Migdal Insurance & Financial Holdings Ltd.
N/A—3,628-3,628-100%$294.8K———
Patron Partners, LLC
N/A—3,617-3,617-100%$294.0K———
Tranquilli Financial Advisor LLC
N/A—3,610-3,610-100%$293.4K———
Buckley Wealth Management, LLC
N/A—3,599-3,599-100%$294.4K———
Athena Investment Management
N/A—3,585-3,585-100%$291.3K———
Baron Silver Stevens Financial Advisors, LLC
N/A—3,580-3,580-100%$290.9K———
Intrepid Capital Management Inc
N/A—3,573-3,573-100%$290.3K———
Envision Financial Planning, LLC
N/A—3,569-3,569-100%$290.1K———
PlanVest Financial, Inc
N/A—3,533-3,533-100%$287.2K———
Stonebridge Financial Group, LLC / MO
N/A—3,523-3,523-100%$286.3K———
Koss-Olinger Consulting, LLC
N/A—3,507-3,507-100%$285.0K———
Capital & Planning, LLC
N/A—3,490-3,490-100%$283.6K———
Yarger Wealth Strategies, LLC
N/A—3,484-3,484-100%$290.9K———
Clarion Wealth Managment Partners, LLC
N/A—3,484-3,484-100%$283.2K———
Alpha Financial Partners LLC
N/A—3,460-3,460-100%$281.2K———
Chelsea Counsel Co
N/A—3,457-3,457-100%$282.8K———
Laffer Tengler Investments, Inc.
N/A—3,419-3,419-100%$277.9K———
Threadgill Financial, LLC
N/A—3,417-3,417-100%$277.7K———
WealthShield Partners, LLC
N/A—3,413-3,413-100%$279.2K———
Windsor Advisory Group, LLC
N/A—3,412-3,412-100%$277.3K———
Ehrenkranz Partners L.P.
N/A—3,407-3,407-100%$276.9K———
Legacy Financial Group LLC
N/A—3,403-3,403-100%$276.6K———
Castleark Management LLC
N/A—3,397-3,397-100%$276.1K———
Fiducient Advisors LLC
N/A—3,379-3,379-100%$276.4K———
Parkwoods Wealth Partners, LLC
N/A—3,362-3,362-100%$273.2K———
Investment Advisory Group, LLC
N/A—3,341-3,341-100%$271.5K———
JTC Employer Solutions Trustee Ltd
N/A—3,332-3,332-100%$270.0K———
Fortune Financial Advisors, LLC
N/A—3,307-3,307-100%$268.8K———
Clarity Financial LLC
N/A—3,304-3,304-100%$268.5K———
Centennial Bank
N/A—3,293-3,293-100%$267.6K———
Basepoint Wealth LLC
N/A—3,288-3,288-100%$267.3K———
Meridian Wealth Partners, LLC
N/A—3,264-3,264-100%$265.2K———
Fairview Capital Investment Management, LLC
N/A—3,249-3,249-100%$264.0K———
Foster & Motley Inc
N/A—3,239-3,239-100%$263.0K———
Francis Financial, Inc.
N/A—3,238-3,238-100%$263.3K———
Eight 31 Financial, LLC
N/A—3,234-3,234-100%$262.8K———
Cura Wealth Advisors, LLC
N/A—3,229-3,229-100%$262.4K———
JPL Wealth Management, LLC
N/A—3,226-3,226-100%$262.2K———
Maimon Wealth Management Ltd.
N/A—3,206-3,206-100%$260.6K———
Unio Capital LLC
N/A—3,200-3,200-100%$260.1K———
Eldridge Investment Advisors, Inc.
N/A—3,200-3,200-100%$260.1K———
IAM Advisory, LLC
N/A—3,191-3,191-100%$259.4K———
Sequent Planning LLC
N/A—3,178-3,178-100%$258.3K———
Wealth Advisors of Iowa, LLC
N/A—3,169-3,169-100%$257.6K———
Cascades Capital Asset Management, LLC
N/A—3,154-3,154-100%$256.3K———
Capula Management Ltd
N/A—3,149-3,149-100%$255.9K———
Sovereign Investment Advisors, LLC
N/A—3,141-3,141-100%$256.9K———
Synergy Investment Management, LLC
N/A—3,132-3,132-100%$265.8K———
Pitcairn Wealth Advisors LLC
N/A—3,128-3,128-100%$254.2K———
Truepoint, Inc.
N/A—3,128-3,128-100%$254.2K———
Omnia Family Wealth, LLC
N/A—3,113-3,113-100%$254.7K———
Pettee Investors, Inc.
N/A—3,082-3,082-100%$250.5K———
Westshore Wealth, LLC
N/A—3,079-3,079-100%$250.2K———
Corsicana & Co.
N/A—3,076-3,076-100%$250.0K———
Stembrook Asset Management, LLC
N/A—3,061-3,061-100%$248.8K———
Ducere Wealth Management LLC
N/A—3,021-3,021-100%$245.5K———
Fosun International Ltd
N/A—3,016-3,016-100%$245.1K———
Flatrock Wealth Partners LLC
N/A—3,007-3,007-100%$246.3K———
First Wilshire Securities Management Inc
N/A—3,000-3,000-100%$243.8K———
Advance Capital Management, Inc.
N/A—2,997-2,997-100%$243.5K———
Winslow Asset Management Inc
N/A—2,982-2,982-100%$242.0K———
RD Lewis Holdings, Inc.
N/A—2,981-2,981-100%$257.8K———
Intellus Advisors LLC
N/A—2,973-2,973-100%$241.6K———
S&T Bank
N/A—2,972-2,972-100%$241.5K———
Family Manage LLC
N/A—2,968-2,968-100%$241.2K———
Owen LaRue, LLC
N/A—2,963-2,963-100%$240.8K———
Entelevest, LLC
N/A—2,961-2,961-100%$240.7K———
Intrepid Financial Planning Group LLC
N/A—2,924-2,924-100%$237.7K———
Beaird Harris Wealth Management, LLC
N/A—2,898-2,898-100%$235.5K———
Clarendon Private LLC
N/A—2,898-2,898-100%$235.5K———
Hamilton Wealth, LLC
N/A—2,894-2,894-100%$235.2K———
Claris Advisors, LLC / MO /
N/A—2,890-2,890-100%$234.9K———
Indie Asset Partners, LLC
N/A—2,878-2,878-100%$233.9K———
M3 Advisory Group, LLC
N/A—2,876-2,876-100%$233.8K———
Millstone Evans Group, LLC
N/A—2,842-2,842-100%$231.0K———
Wellington-Altus USA Inc.
N/A—2,841-2,841-100%$216.1K———
Atlas Capital Advisors Inc.
N/A—2,824-2,824-100%$229.5K———
Novak & Powell Financial Services, Inc.
N/A—2,820-2,820-100%$229.2K———
Swan Global Investments, LLC
N/A—2,818-2,818-100%$229.0K———
Menard Financial Group LLC
N/A—2,818-2,818-100%$229.0K———
Alexander Labrunerie & Co., Inc.
N/A—2,806-2,806-100%$228.0K———
Everstar Asset Management, LLC
N/A—2,800-2,800-100%$227.6K———
Tulsa Wealth Advisors, Inc
N/A—2,765-2,765-100%$224.7K———
OneAscent Investment Solutions LLC
N/A—2,758-2,758-100%$224.1K———
Goldstone Financial Group, LLC
N/A—2,756-2,756-100%$224.0K———
Aventura Private Wealth, LLC
N/A—2,750-2,750-100%$223.5K———
Fiduciary Wealth Partners, LLC
N/A—2,746-2,746-100%$223.1K———
Twin Focus Capital Partners, LLC
N/A—2,738-2,738-100%$222.5K———
STG Securities, LLC
N/A—2,730-2,730-100%$221.9K———
Planning Alternatives LTD
N/A—2,721-2,721-100%$221.1K———
PAX Financial Group, LLC
N/A—2,708-2,708-100%$220.1K———
Integrity Financial Corp
N/A—2,704-2,704-100%$221.2K———
Warner Group LLC
N/A—2,678-2,678-100%$217.6K———
Mustico Financial Group, Inc.
N/A—2,671-2,671-100%$342.3K———
Stelac Advisory Services LLC
N/A—2,664-2,664-100%$217.4K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—2,656-2,656-100%$215.9K———
Manhattan West Asset Management, LLC
N/A—2,646-2,646-100%$215.0K———
Exit Wealth Advisors, Llc.
N/A—2,642-2,642-100%$214.7K———
Fourth Dimension Wealth, LLC
N/A—2,642-2,642-100%$214.8K———
Significant Wealth Partners LLC
N/A—2,641-2,641-100%$214.6K———
Forefront Wealth Partners, LLC
N/A—2,633-2,633-100%$213.9K———
Bay Rivers Group
N/A—2,627-2,627-100%$213.5K———
Betterment LLC
N/A—2,620-2,620-100%$213.0K———
Aspen Wealth Strategies, LLC
N/A—2,615-2,615-100%$212.5K———
S Harris Financial Group, LLC
N/A—2,585-2,585-100%$210.1K———
PIN OAK Investment Advisors Inc
N/A—2,578-2,578-100%$209.0K———
Viaable, LLC
N/A—2,573-2,573-100%$209.1K———
Avalon Trust Co
N/A—2,561-2,561-100%$208.1K———
Main Street Research LLC
N/A—2,558-2,558-100%$207.9K———
Infrastructure Capital Advisors, LLC
N/A—2,548-2,548-100%$207.1K———
Golden Road Advisors LLC
N/A—2,538-2,538-100%$206.3K———
Vines Capital Management, LLC
N/A—2,533-2,533-100%$205.9K———
Barnes Pettey Financial Advisors, LLC
N/A—2,531-2,531-100%$205.7K———
Forum Finance Group S.A.
N/A—2,520-2,520-100%$165———
Hilltop Wealth Advisors, LLC
N/A—2,513-2,513-100%$204.3K———
Rock Point Advisors, LLC
N/A—2,506-2,506-100%$203.7K———
Bravera Wealth
N/A—2,505-2,505-100%$203.6K———
Legend Capital Advisors LLC
N/A—2,500-2,500-100%$203.2K———
Pura Vida Investments, LLC
N/A—2,500-2,500-100%$203.2K———
Brio Consultants, LLC
N/A—2,489-2,489-100%$202.3K———
McGowan Group Asset Management, Inc.
N/A—2,475-2,475-100%$201.2K———
Bellevue Asset Management, LLC
N/A—2,439-2,439-100%$198.3K———
Palladiem, LLC
N/A—2,353-2,353-100%$191.2K———
Manning & Napier Advisors LLC
N/A—2,230-2,230-100%$184.3K———
Measured Wealth Private Client Group, LLC
N/A—2,225-2,225-100%$180.8K———
Navera Investment Management Ltd.
N/A—2,162-2,162-100%$175.6K———
Tiaa Trust, National Association
N/A—2,094-2,094-100%$170.2K———
NI Acquisitions Company, LLC
N/A—2,015-2,015-100%$163.8K———
Pingora Partners LLC
N/A—2,000-2,000-100%$162.5K———
Mcguire Capital Advisors Inc
N/A—1,838-1,838-100%$149.4K———
PeakShares LLC
N/A—1,670-1,670-100%$135.7K———
Frazier Financial Advisors, LLC
N/A—1,646-1,646-100%$133.8K———
Freestone Grove Partners LP
N/A—1,619-1,619-100%$131.6K———
1 North Wealth Services LLC
N/A—1,590-1,590-100%$129.2K———
Operose Advisors LLC
N/A—1,555-1,555-100%$126.4K———
Rialto Wealth Management, LLC
N/A—1,493-1,493-100%$121.3K———
Kemnay Advisory Services Inc.
N/A—1,479-1,479-100%$120.2K———
XP Advisory US, Inc.
N/A—1,468-1,468-100%$119.3K———
Minot DeBlois Advisors LLC
N/A—1,425-1,425-100%$115.8K———
Sachetta, LLC
N/A—1,334-1,334-100%$108.4K———
Dunhill Financial, LLC
N/A—1,327-1,327-100%$107.9K———
Dogwood Wealth Management LLC
N/A—1,309-1,309-100%$106.4K———
Caitlin John, LLC
N/A—1,257-1,257-100%$102.2K———
Tanglewood Legacy Advisors, LLC
N/A—1,238-1,238-100%$100.6K———
Hollencrest Capital Management
N/A—1,200-1,200-100%$97.5K———
Quantum Portfolio Management LLC
N/A—1,175-1,175-100%$95.5K———
Financial Life Planners
N/A—1,119-1,119-100%$90.9K———
Cypress Capital Management LLC (WY)
N/A—1,118-1,118-100%$91.5K———
Alphadyne Asset Management LP
N/A—1,068-1,068-100%$86.8K———
Chesapeake Asset Management LLC
N/A—1,065-1,065-100%$86.6K———
Anchor Bay Capital, Inc.
N/A—1,036-1,036-100%$90.0K———
Orion Capital Management LLC
N/A—1,020-1,020-100%$82.9K———
HighMark Wealth Management LLC
N/A—1,018-1,018-100%$82.7K———
Tradewinds, Llc.
N/A—994-994-100%$1.9M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—986-986-100%$80.1K———
Raffa Wealth Management, LLC
N/A—958-958-100%$77.9K———
Crewe Advisors LLC
N/A—939-939-100%$76.4K———
Nalls Sherbakoff Group, LLC
N/A—931-931-100%$75.7K———
Seneschal Advisors, LLC
N/A—915-915-100%$74.4K———
Persistent Asset Partners Ltd
N/A—906-906-100%$73.6K———
Swan Capital LLC
N/A—900-900-100%$73.1K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—900-900-100%$73.1K———
Tidemark, LLC
N/A—877-877-100%$71.2K———
Toews Corp
N/A—862-862-100%$70.1K———
Kilter Group LLC
N/A—846-846-100%$68.8K———
Highland Investment Advisors LLC
N/A—822-822-100%$66.8K———
Godfrey Financial Associates, Inc.
N/A—799-799-100%$64.9K———
Mpwm Advisory Solutions, LLC
N/A—765-765-100%$62.2K———
Boreal Capital Management LLC
N/A—763-763-100%$62.4K———
Napier Financial, LLC
N/A—735-735-100%$59.7K———
Swisher Financial Concepts, Inc.
N/A—671-671-100%$54.5K———
Financial Avengers, Inc.
N/A—661-661-100%$53.7K———
Cbiz Investment Advisory Services, LLC
N/A—657-657-100%$50.1K———
USA Financial Formulas
N/A—654-654-100%$53.2K———
Lavaca Capital LLC
N/A—642-642-100%$52.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—639-639-100%$52.0K———
WealthCollab, LLC
N/A—633-633-100%$51.4K———
Vega Investment Solutions
N/A—627-627-100%$51.0K———
Index Technologies Group LLC
N/A—603-603-100%$49.0K———
Harborfront Financial Group LLC
N/A—551-551-100%$44.8K———
Greykasell Wealth Strategies, Inc.
N/A—547-547-100%$44.5K———
Hamrick Investment Counsel, llc
N/A—530-530-100%$43.4K———
Dixon Mitchell Investment Counsel Inc.
N/A—512-512-100%$41.9K———
Rogco, LP
N/A—500-500-100%$40.6K———
Timbuktu Capital Management, LLC
N/A—500-500-100%$40.6K———
Meeder Asset Management Inc
N/A—491-491-100%$39.9K———
Imprint Wealth LLC
N/A—476-476-100%$38.7K———
Ankerstar Wealth, LLC
N/A—440-440-100%$36.0K———
Consultiva Wealth Management, Corp.
N/A—438-438-100%$35.6K———
Atomic Invest LLC
N/A—437-437-100%$36.1K———
Kerr Financial Planning Corp
N/A—397-397-100%$32.2K———
Penserra Capital Management LLC
N/A—390-390-100%$31———
Ogorek Anthony Joseph
N/A—378-378-100%$30———
1248 Management, LLC
N/A—356-356-100%$29.1K———
MRP Capital Investments, LLC
N/A—350-350-100%$28.4K———
Riverview Trust Co
N/A—330-330-100%$26.8K———
HFM Investment Advisors, LLC
N/A—303-303-100%$24.6K———
Bernard Wealth Management Corp.
N/A—295-295-100%$24.0K———
Leo H. Evart, Inc.
N/A—260-260-100%$21.1K———
WHI Trust Co LLC
N/A—210-210-100%$17.1K———
Game Plan Financial Advisors, LLC
N/A—206-206-100%$16.7K———
Quarry LP
N/A—180-180-100%$14.6K———
NCP Inc.
N/A—178-178-100%$14.5K———
Osbon Capital Management LLC
N/A—147-147-100%$11.9K———
Luminist Capital LLC
N/A—135-135-100%$11.0K———
Park Square Financial Group, LLC
N/A—131-131-100%$10.6K———
Nova Wealth Management, Inc.
N/A—126-126-100%$10.2K———
Biglari Capital Corp.A
N/A—120-120-100%$9.8K———
Graney & King, LLC
N/A—105-105-100%$8.5K———
Longfellow Investment Management Co LLC
N/A—101-101-100%$8.2K———
Twin Lakes Capital Management, LLC
N/A—100-100-100%$8.1K———
Westend Capital Management, LLC
N/A—73-73-100%$5.9K———
South Plains Financial, Inc.
N/A—58-58-100%$4.7K———
Investors Portfolio Services LLC
N/A—49-49-100%$4.0K———
Silicon Valley Capital Partners
N/A—48-48-100%$3.9K———
Walsh & Associates, LLC
N/A—43-43-100%$3.5K———
Copia Wealth Management
N/A—32-32-100%$2.6K———
C M Bidwell & Associates LTD
N/A—29-29-100%$2.4K———
Benson Wealth Management Inc
N/A—18-18-100%$1.5K———
Oakmont Advisory Group, LLC
N/A—18-18-100%$1.5K———
Vanguard Advisers Inc
N/A—16-16-100%$1.3K———
Sankala Group LLC
N/A—10-10-100%$889———
Ross\johnson & Associates LLC
N/A—9-9-100%$731———
Parallax Volatility Advisers, L.P.
N/A—7-7-100%$569———
Abound Financial, LLC
N/A—4-4-100%$326———
Altshuler Shaham Ltd
N/A—1-1-100%$52———
Top Private Wealth Llc.
N/A—1-1-100%$81———
Showing 3789 of 3789 institutions