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Consolidated Edison Inc (ED)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares2,078,699 from 2,088,169
Change-9,470 (0%)
Value$212.5M (-$18.6M)
Filed 2026-11-05
ProShare Advisors LLC
DECREASED
Shares1,569,455 from 1,593,806
Change-24,351 (-2%)
Value$160.4M (-$15.9M)
Filed 2026-10-29
Dimensional Fund Advisors LP
INCREASED
Shares1,547,656 from 1,522,268
Change+25,388 (+2%)
Value$158.2M (-$10.2M)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
INCREASED
Shares1,119,474 from 199,260
Change+920,214 (+462%)
Value$115.8K (+$93.5K)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,002,320 from 957,468
Change+44,852 (+5%)
Value$102.4M (-$3.5M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares960,882 from 987,770
Change-26,888 (-3%)
Value$98.2M (-$11.1M)
Filed 2026-10-29
Robeco Institutional Asset Management B.V.
DECREASED
Shares911,013 from 1,363,750
Change-452,737 (-33%)
Value$93.1M (-$57.8M)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares697,939 from 717,113
Change-19,174 (-3%)
Value$71.3M (-$8.0M)
Filed 2026-10-21
Swedbank AB
INCREASED
Shares638,469 from 334,422
Change+304,047 (+91%)
Value$65.3M (+$28.3M)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares606,552 from 614,308
Change-7,756 (-1%)
Value$62.0M (-$6.0M)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares591,811 from 586,730
Change+5,081 (+1%)
Value$60.5M (-$4.4M)
Filed 2026-11-03
Welch Group, LLC
INCREASED
Shares539,917 from 533,029
Change+6,888 (+1%)
Value$55.2M (-$3.8M)
Filed 2026-10-29
Virginia Retirement Systems ET Al
INCREASED
Shares508,052 from 483,552
Change+24,500 (+5%)
Value$51.9M (-$1.6M)
Filed 2026-10-28
Principal Financial Group Inc
DECREASED
Shares480,603 from 519,966
Change-39,363 (-8%)
Value$49.1M (-$8.4M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares468,523 from 386,650
Change+81,873 (+21%)
Value$47.9M (+$5.1M)
Filed 2026-11-02
Vest Financial, LLC
DECREASED
Shares437,175 from 448,826
Change-11,651 (-3%)
Value$44.7M (-$5.0M)
Filed 2026-10-21
MacKenzie Financial Corp
DECREASED
Shares402,675 from 483,323
Change-80,648 (-17%)
Value$41.2M (-$12.3M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares368,690 from 338,224
Change+30,466 (+9%)
Value$37.1M (+$1.1M)
Filed 2026-10-13
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares363,687 from 362,987
Change+700 (+0%)
Value$37.2M (-$3.0M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares300,366 from 307,726
Change-7,360 (-2%)
Value$30.7M (-$3.3M)
Filed 2026-11-02
AMF Tjanstepension AB
UNCHANGED
Shares294,856 from 294,856
Change0 (0%)
Value$30.1M (-$2.5M)
Filed 2026-10-22
New York State Teachers Retirement System
DECREASED
Shares274,908 from 305,962
Change-31,054 (-10%)
Value$28.1M (-$5.8M)
Filed 2026-10-22
CIBC Asset Management Inc
DECREASED
Shares242,626 from 325,548
Change-82,922 (-25%)
Value$24.8M (-$11.2M)
Filed 2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED
Shares238,700 from 265,200
Change-26,500 (-10%)
Value$24.4M (-$4.9M)
Filed 2026-10-30
Swiss Life Asset Management Ltd
INCREASED
Shares233,304 from 137,715
Change+95,589 (+69%)
Value$23.8M (+$8.6M)
Filed 2026-11-03
Pictet Asset Management Holding SA
DECREASED
Shares221,230 from 316,917
Change-95,687 (-30%)
Value$22.6M (-$12.4M)
Filed 2026-11-03
Asset Management One Co., Ltd.
INCREASED
Shares202,738 from 196,429
Change+6,309 (+3%)
Value$20.7M (-$1.0M)
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares174,924 from 154,188
Change+20,736 (+13%)
Value$17.9M (+$821.2K)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares170,493 from 162,939
Change+7,554 (+5%)
Value$17.4M (-$599.8K)
Filed 2026-11-03
Busey Bank
INCREASED
Shares157,284 from 157,276
Change+8 (+0%)
Value$16.1M (-$1.3M)
Filed 2026-10-26
Illinois Municipal Retirement Fund
INCREASED
Shares141,709 from 132,390
Change+9,319 (+7%)
Value$14.5M (-$162.2K)
Filed 2026-11-05
Hennessy Advisors Inc
INCREASED
Shares129,436 from 127,836
Change+1,600 (+1%)
Value$13.2M (-$912.8K)
Filed 2026-10-28
Assenagon Asset Management S.A.
INCREASED
Shares127,506 from 31,190
Change+96,316 (+309%)
Value$13.0M (+$9.6M)
Filed 2026-10-15
Tectonic Advisors LLC
INCREASED
Shares120,564 from 113,314
Change+7,250 (+6%)
Value$12.3M (-$213.2K)
Filed 2026-10-22
IFM Investors Pty Ltd
INCREASED
Shares116,692 from 99,470
Change+17,222 (+17%)
Value$11.9M (+$922.7K)
Filed 2026-10-14
State of Michigan Retirement System
DECREASED
Shares115,242 from 116,642
Change-1,400 (-1%)
Value$11.8M (-$1.1M)
Filed 2026-10-27
State of New Jersey Common Pension Fund D
INCREASED
Shares115,026 from 110,828
Change+4,198 (+4%)
Value$11.8M (-$504.1K)
Filed 2026-11-05
Candriam S.C.A.
INCREASED
Shares114,460 from 114,351
Change+109 (+0%)
Value$11.7M (-$896.8K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares112,311 from 112,780
Change-469 (0%)
Value$11.5M (-$997.5K)
Filed 2026-10-22
ASR Vermogensbeheer N.V.
INCREASED
Shares109,641 from 105,629
Change+4,012 (+4%)
Value$11.2M (-$478.0K)
Filed 2026-10-16
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares107,327 from 107,327
Change0 (0%)
Value$11.0M (-$904.0K)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares106,261 from 104,898
Change+1,363 (+1%)
Value$10.9M (-$743.9K)
Filed 2026-10-13
Calamos Advisors LLC
INCREASED
Shares105,326 from 103,195
Change+2,131 (+2%)
Value$10.8M (-$651.1K)
Filed 2026-11-02
Arizona State Retirement System
DECREASED
Shares100,651 from 105,631
Change-4,980 (-5%)
Value$10.3M (-$1.4M)
Filed 2026-11-03
BG Investment Services, LLC
NEW
Shares93,295
Change+93,295
Value$9.5M
Filed 2026-10-23
Nisa Investment Advisors, LLC
DECREASED
Shares92,497 from 95,697
Change-3,200 (-3%)
Value$9.5M (-$1.1M)
Filed 2026-10-20
Rockland Trust Co
DECREASED
Shares90,834 from 92,135
Change-1,301 (-1%)
Value$9.3M (-$908.8K)
Filed 2026-10-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares90,171 from 89,892
Change+279 (+0%)
Value$9.2M (-$729.0K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares86,137 from 99,128
Change-12,991 (-13%)
Value$8.8M (-$2.2M)
Filed 2026-11-05
Xponance LLC
INCREASED
Shares82,866 from 73,590
Change+9,276 (+13%)
Value$8.5M (+$328.5K)
Filed 2026-11-03
Daiwa Securities Group Inc.
INCREASED
Shares79,709 from 77,606
Change+2,103 (+3%)
Value$8.1M (-$438.5K)
Filed 2026-10-29
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares78,494 from 25,343
Change+53,151 (+210%)
Value$8.0M (+$5.2M)
Filed 2026-10-26
Retirement Systems of Alabama
INCREASED
Shares77,555 from 77,419
Change+136 (+0%)
Value$7.9M (-$638.0K)
Filed 2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares71,554 from 75,843
Change-4,289 (-6%)
Value$7.3M (-$1.1M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares68,823 from 68,203
Change+620 (+1%)
Value$7.0M (-$511.0K)
Filed 2026-11-02
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares68,519 from 64,442
Change+4,077 (+6%)
Value$7.0M (-$125.9K)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares66,965 from 59,040
Change+7,925 (+13%)
Value$6.8M (+$312.9K)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares66,296 from 60,270
Change+6,026 (+10%)
Value$6.9M (+$82.6K)
Filed 2026-10-30
Summit Global Investments
INCREASED
Shares64,930 from 41,488
Change+23,442 (+57%)
Value$6.6M (+$2.0M)
Filed 2026-10-28
Ellsworth Advisors, LLC
INCREASED
Shares63,822 from 60,272
Change+3,550 (+6%)
Value$6.5M (-$125.4K)
Filed 2026-10-15
Amalgamated Bank
DECREASED
Shares63,192 from 64,589
Change-1,397 (-2%)
Value$6.5M (-$686.0K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares62,228 from 60,505
Change+1,723 (+3%)
Value$6.4M (-$333.3K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
INCREASED
Shares60,577 from 59,870
Change+707 (+1%)
Value$6.2M (-$431.8K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares58,769 from 56,499
Change+2,270 (+4%)
Value$6.0M (-$243.7K)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares55,885 from 54,599
Change+1,286 (+2%)
Value$5.7M (-$328.3K)
Filed 2026-10-20
KBC Group NV
INCREASED
Shares53,794 from 49,688
Change+4,106 (+8%)
Value$5.5M (+$1.0K)
Filed 2026-10-22
Raiffeisen Bank International AG
INCREASED
Shares51,797 from 24,054
Change+27,743 (+115%)
Value$5.4M (+$2.7M)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares51,670 from 52,567
Change-897 (-2%)
Value$5.3M (-$534.9K)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares51,438 from 51,347
Change+91 (+0%)
Value$5.3M (-$423.0K)
Filed 2026-11-04
State of Alaska, Department of Revenue
DECREASED
Shares50,246 from 51,319
Change-1,073 (-2%)
Value$5.1M (-$541.0K)
Filed 2026-10-15
BCM Advisors, LLC
DECREASED
Shares48,191 from 48,218
Change-27 (0%)
Value$5.6M (+$171.9K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
INCREASED
Shares45,466 from 45,316
Change+150 (+0%)
Value$4.6M (-$366.2K)
Filed 2026-10-30
Albion Financial Group
DECREASED
Shares43,569 from 43,825
Change-256 (-1%)
Value$4.5M (-$395.2K)
Filed 2026-10-21
ABN Amro Investment Solutions
INCREASED
Shares43,276 from 38,135
Change+5,141 (+13%)
Value$4.4M (+$204.4K)
Filed 2026-10-21
UniSuper Management Pty Ltd
INCREASED
Shares42,458 from 40,958
Change+1,500 (+4%)
Value$4.3M (-$191.6K)
Filed 2026-10-26
OP Asset Management Ltd
INCREASED
Shares41,630 from 39,672
Change+1,958 (+5%)
Value$4.3M (-$133.9K)
Filed 2026-11-05
Sterling Capital Management LLC
INCREASED
Shares40,649 from 11,559
Change+29,090 (+252%)
Value$4.2M (+$2.9M)
Filed 2026-10-22
Generali Asset Management SPA SGR
DECREASED
Shares40,602 from 45,429
Change-4,827 (-11%)
Value$4.1M (-$875.9K)
Filed 2026-10-26
Exchange Traded Concepts, LLC
INCREASED
Shares40,123 from 28,832
Change+11,291 (+39%)
Value$4.1M (+$911.3K)
Filed 2026-10-28
Legacy Financial Independent Advisors LLC
INCREASED
Shares39,643 from 39,467
Change+176 (+0%)
Value$4.1M (-$314.3K)
Filed 2026-11-02
Mutual of America Capital Management LLC
DECREASED
Shares37,810 from 37,972
Change-162 (0%)
Value$3.9M (-$336.3K)
Filed 2026-10-23
Pinnacle Associates LTD
INCREASED
Shares36,861 from 35,652
Change+1,209 (+3%)
Value$3.8M (-$176.6K)
Filed 2026-10-20
Alps Advisors Inc
INCREASED
Shares34,899 from 33,719
Change+1,180 (+4%)
Value$3.6M (-$163.3K)
Filed 2026-11-03
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares32,360 from 32,389
Change-29 (0%)
Value$3.3M (-$275.7K)
Filed 2026-10-30
Park Avenue Securities LLC
INCREASED
Shares30,090 from 29,076
Change+1,014 (+3%)
Value$3.1M (-$141.0K)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares28,433 from 28,581
Change-148 (-1%)
Value$2.9M (-$255.7K)
Filed 2026-10-30
Fulcrum Asset Management LLP
INCREASED
Shares27,578 from 27,517
Change+61 (+0%)
Value$2.8M (-$240.2K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares27,574 from 26,423
Change+1,151 (+4%)
Value$2.8M (-$104.8K)
Filed 2026-10-22
Gulf International Bank (UK) Ltd
UNCHANGED
Shares27,489 from 27,489
Change0 (0%)
Value$2.8M (-$232.0K)
Filed 2026-10-20
Crossmark Global Holdings, Inc.
DECREASED
Shares27,212 from 28,421
Change-1,209 (-4%)
Value$2.8M (-$362.9K)
Filed 2026-10-21
SWS Partners
DECREASED
Shares27,069 from 27,663
Change-594 (-2%)
Value$2.8M (-$293.7K)
Filed 2026-10-26
AGF Management LTD
DECREASED
Shares26,584 from 27,792
Change-1,208 (-4%)
Value$2.7M (-$357.5K)
Filed 2026-11-03
Harrington Investments, Inc
DECREASED
Shares26,502 from 26,827
Change-325 (-1%)
Value$2.7M (-$259.1K)
Filed 2026-10-14
Capital Investment Advisors, LLC
INCREASED
Shares24,942 from 24,233
Change+709 (+3%)
Value$2.5M (-$131.6K)
Filed 2026-10-22
Thrivent Financial for Lutherans
DECREASED
Shares24,754 from 25,951
Change-1,197 (-5%)
Value$2.5M (-$339.0K)
Filed 2026-11-05
Caldwell Trust Co
DECREASED
Shares23,938 from 24,035
Change-97 (0%)
Value$2.4M (-$212.3K)
Filed 2026-10-30
Fideuram Asset Management (Ireland) dac
INCREASED
Shares23,422 from 15,474
Change+7,948 (+51%)
Value$2.6M (+$927.9K)
Filed 2026-10-29
Tobam
DECREASED
Shares23,390 from 79,678
Change-56,288 (-71%)
Value$2.4M (-$6.4M)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares23,115 from 23,405
Change-290 (-1%)
Value$2.4M (-$226.7K)
Filed 2026-11-05
High Point Wealth Management, LLC
DECREASED
Shares22,927 from 23,214
Change-287 (-1%)
Value$2.3M (-$224.8K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED
Shares22,714 from 24,333
Change-1,619 (-7%)
Value$2.4M (-$348.8K)
Filed 2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares22,476 from 22,326
Change+150 (+1%)
Value$2.3M (-$173.0K)
Filed 2026-10-22
Econ Financial Services Corp
NEW
Shares22,449
Change+22,449
Value$2.3M
Filed 2026-10-19
Citizens Financial Group Inc
INCREASED
Shares22,391 from 22,196
Change+195 (+1%)
Value$2.3M (-$167.0K)
Filed 2026-10-23
Ballast, Inc.
INCREASED
Shares21,580 from 20,525
Change+1,055 (+5%)
Value$2.2M (-$65.0K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares21,481 from 20,821
Change+660 (+3%)
Value$2.2M (-$107.9K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares21,002 from 16,604
Change+4,398 (+26%)
Value$2.1M (+$309.7K)
Filed 2026-10-27
Onyx Bridge Wealth Group LLC
INCREASED
Shares20,983 from 15,149
Change+5,834 (+39%)
Value$2.1M (+$468.7K)
Filed 2026-10-16
Aaron Wealth Advisors LLC
INCREASED
Shares20,643 from 19,617
Change+1,026 (+5%)
Value$2.1M (-$60.3K)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares20,243 from 20,890
Change-647 (-3%)
Value$2.1M (-$242.1K)
Filed 2026-10-23
Hartford Investment Management Co
DECREASED
Shares19,712 from 20,238
Change-526 (-3%)
Value$2.0M (-$224.2K)
Filed 2026-11-04
Inspire Investing, LLC
INCREASED
Shares19,618 from 18,126
Change+1,492 (+8%)
Value$2.0M (-$123)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares19,587 from 19,650
Change-63 (0%)
Value$2.0M (-$171.9K)
Filed 2026-10-30
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares19,350 from 19,350
Change0 (0%)
Value$2.0M (-$162.9K)
Filed 2026-11-05
Marino, Stram & Associates LLC
DECREASED
Shares19,280 from 19,404
Change-124 (-1%)
Value$2.0M (-$176.1K)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares18,828 from 14,973
Change+3,855 (+26%)
Value$2.0M (+$344.5K)
Filed 2026-10-13
Vaughan David Investments LLC
DECREASED
Shares18,697 from 18,801
Change-104 (-1%)
Value$1.9M (-$169.0K)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares18,200 from 18,800
Change-600 (-3%)
Value$1.9M (-$219.6K)
Filed 2026-10-20
New Mexico Educational Retirement Board
UNCHANGED
Shares17,902 from 17,902
Change0 (0%)
Value$1.8M (-$150.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares17,843 from 17,977
Change-134 (-1%)
Value$1.8M (-$165.5K)
Filed 2026-10-08
HUB Investment Partners, LLC
DECREASED
Shares17,808 from 18,859
Change-1,051 (-6%)
Value$1.8M (-$266.2K)
Filed 2026-11-03
American State Bank (Iowa)
INCREASED
Shares17,669 from 16,865
Change+804 (+5%)
Value$1.8M (-$59.8K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares17,435 from 12,880
Change+4,555 (+35%)
Value$1.8M (+$357.1K)
Filed 2026-10-16
Herold Advisors, Inc.
DECREASED
Shares17,203 from 17,334
Change-131 (-1%)
Value$1.8M (-$157.6K)
Filed 2026-10-19
Ascent Group, LLC
INCREASED
Shares16,975 from 15,934
Change+1,041 (+7%)
Value$1.7M (-$27.8K)
Filed 2026-10-30
Symphony Financial, Ltd. Co.
INCREASED
Shares16,344 from 15,978
Change+366 (+2%)
Value$1.7M (-$94.5K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares16,337 from 15,674
Change+663 (+4%)
Value$1.7M (-$64.2K)
Filed 2026-10-26
Ascentis Independent Advisors
INCREASED
Shares16,297 from 621
Change+15,676 (+2524%)
Value$1.7M (+$1.6M)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares16,108 from 15,533
Change+575 (+4%)
Value$1.6M (-$72.1K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares16,041 from 16,039
Change+2 (+0%)
Value$1.6M (-$134.8K)
Filed 2026-10-08
Signaturefd, LLC
INCREASED
Shares15,833 from 15,764
Change+69 (+0%)
Value$1.6M (-$125.7K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
DECREASED
Shares15,798 from 16,468
Change-670 (-4%)
Value$1.8M (-$28.9K)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED
Shares15,667 from 4,285
Change+11,382 (+266%)
Value$1.6M (+$1.1M)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares15,507 from 21,414
Change-5,907 (-28%)
Value$1.6M (-$784.0K)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares15,161 from 14,836
Change+325 (+2%)
Value$1.5M (-$91.7K)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares14,904 from 11,756
Change+3,148 (+27%)
Value$1.5M (+$222.8K)
Filed 2026-10-23
Chicago Trust Co NA
UNCHANGED
Shares14,700 from 14,700
Change0 (0%)
Value$1.5M (-$123.8K)
Filed 2026-10-28
Ti-Trust, Inc
UNCHANGED
Shares14,608 from 14,608
Change0 (0%)
Value$1.5M (-$123.0K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares14,444 from 14,889
Change-445 (-3%)
Value$1.5M (-$170.8K)
Filed 2026-10-16
Shepherd Financial Partners LLC
DECREASED
Shares14,333 from 14,759
Change-426 (-3%)
Value$1.5M (-$167.8K)
Filed 2026-11-03
Gateway Investment Advisers LLC
DECREASED
Shares14,255 from 64,287
Change-50,032 (-78%)
Value$1.5M (-$5.7M)
Filed 2026-10-13
Mather Group, Llc.
DECREASED
Shares14,193 from 15,160
Change-967 (-6%)
Value$1.5M (-$226.5K)
Filed 2026-10-14
Integrity Alliance, Llc.
INCREASED
Shares14,040 from 13,695
Change+345 (+3%)
Value$1.4M (-$80.1K)
Filed 2026-10-29
American Capital Advisory, LLC
INCREASED
Shares14,011 from 12
Change+13,999 (+116658%)
Value$1.4M (+$1.4M)
Filed 2026-10-28
Perigon Wealth Management, LLC
DECREASED
Shares13,904 from 14,020
Change-116 (-1%)
Value$1.4M (-$129.9K)
Filed 2026-10-22
Evergreen Capital Management LLC
INCREASED
Shares13,419 from 12,941
Change+478 (+4%)
Value$1.4M (-$60.1K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares13,300 from 13,665
Change-365 (-3%)
Value$1.4M (-$152.6K)
Filed 2026-10-23
Harrison Street Private Wealth LLC
INCREASED
Shares13,216 from 12,076
Change+1,140 (+9%)
Value$1.4M (+$14.8K)
Filed 2026-10-26
Excalibur Management Corp
INCREASED
Shares13,130 from 13,013
Change+117 (+1%)
Value$1.3M (-$97.6K)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares13,007 from 13,342
Change-335 (-3%)
Value$1.3M (-$146.6K)
Filed 2026-11-04
Greenleaf Trust
DECREASED
Shares12,850 from 13,082
Change-232 (-2%)
Value$1.3M (-$133.9K)
Filed 2026-10-29
Harbor Capital Advisors, Inc.
INCREASED
Shares12,718 from 12,665
Change+53 (+0%)
Value$1.3M (-$101.0K)
Filed 2026-10-22
Monument Capital Management
INCREASED
Shares12,695 from 12,243
Change+452 (+4%)
Value$1.3M (-$56.9K)
Filed 2026-10-09
iA Global Asset Management Inc.
DECREASED
Shares12,678 from 20,866
Change-8,188 (-39%)
Value$1.3M (-$1.0M)
Filed 2026-10-29
Essex LLC
DECREASED
Shares12,256 from 13,192
Change-936 (-7%)
Value$1.3M (-$206.8K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares12,230 from 10,572
Change+1,658 (+16%)
Value$1.3M (+$80.4K)
Filed 2026-10-23
Bison Wealth, LLC
INCREASED
Shares12,131 from 12,050
Change+81 (+1%)
Value$1.3M (-$48.5K)
Filed 2026-10-13
Plimoth Trust Co LLC
INCREASED
Shares11,834 from 11,824
Change+10 (+0%)
Value$1.2M (-$98.5K)
Filed 2026-10-26
Boston Trust Walden Corp
DECREASED
Shares11,723 from 11,798
Change-75 (-1%)
Value$1.2M (-$107.0K)
Filed 2026-10-30
Traphagen Investment Advisors LLC
DECREASED
Shares11,662 from 11,674
Change-12 (0%)
Value$1.2M (-$99.5K)
Filed 2026-10-14
Krilogy Financial LLC
DECREASED
Shares11,458 from 12,897
Change-1,439 (-11%)
Value$1.2M (-$198.6K)
Filed 2026-10-13
Equitable Trust Co
INCREASED
Shares11,444 from 11,242
Change+202 (+2%)
Value$1.2M (-$74.0K)
Filed 2026-10-13
V-Square Quantitative Management LLC
INCREASED
Shares11,349 from 10,666
Change+683 (+6%)
Value$1.2M (-$20.0K)
Filed 2026-10-15
North Dakota State Investment Board
INCREASED
Shares11,290 from 10,718
Change+572 (+5%)
Value$1.2M (-$31.8K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
NEW
Shares11,248
Change+11,248
Value$1.1M
Filed 2026-10-29
Tokio Marine Asset Management Co LTD
UNCHANGED
Shares11,241 from 11,241
Change0 (0%)
Value$1.1M (-$94.6K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED
Shares11,170 from 11,312
Change-142 (-1%)
Value$1.1M (-$109.8K)
Filed 2026-10-08
Profund Advisors LLC
DECREASED
Shares11,089 from 11,540
Change-451 (-4%)
Value$1.1M (-$143.3K)
Filed 2026-10-29
Allen Capital Group, LLC
DECREASED
Shares11,042 from 11,745
Change-703 (-6%)
Value$1.1M (-$170.7K)
Filed 2026-10-27
Wedmont Private Capital
INCREASED
Shares10,847 from 10,397
Change+450 (+4%)
Value$1.1M (-$5.7K)
Filed 2026-10-09
Associated Banc-Corp
UNCHANGED
Shares10,804 from 10,804
Change0 (0%)
Value$1.1M (-$91.0K)
Filed 2026-10-30
Carret Asset Management, LLC
DECREASED
Shares10,784 from 10,834
Change-50 (0%)
Value$1.1M (-$96.3K)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares10,695 from 10,794
Change-99 (-1%)
Value$1.1M (-$101.0K)
Filed 2026-10-13
Calamos Wealth Management LLC
INCREASED
Shares10,639 from 9,669
Change+970 (+10%)
Value$1.1M (+$17.7K)
Filed 2026-11-02
Praxis Investment Management Inc
UNCHANGED
Shares10,621 from 10,621
Change0 (0%)
Value$1.1M (-$89.0K)
Filed 2026-11-03
Quadrant Capital Group LLC
DECREASED
Shares10,516 from 11,298
Change-782 (-7%)
Value$1.1M (-$116.1K)
Filed 2026-10-20
Elyxium Wealth, LLC
DECREASED
Shares10,484 from 10,851
Change-367 (-3%)
Value$1.1M (-$128.9K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares10,471 from 8,861
Change+1,610 (+18%)
Value$1.2M (+$241.1K)
Filed 2026-11-04
City Holding Co
DECREASED
Shares10,367 from 10,605
Change-238 (-2%)
Value$1.1M (-$113.6K)
Filed 2026-10-19
Certuity, LLC
INCREASED
Shares10,310 from 9,028
Change+1,282 (+14%)
Value$1.1M (+$55.1K)
Filed 2026-11-02
Occidental Asset Management, LLC
DECREASED
Shares10,138 from 10,144
Change-6 (0%)
Value$1.0M (-$86.0K)
Filed 2026-11-05
Modera Wealth Management, LLC
INCREASED
Shares10,133 from 3,375
Change+6,758 (+200%)
Value$1.0M (+$662.3K)
Filed 2026-10-28
Clear Point Advisors Inc.
NEW
Shares10,055
Change+10,055
Value$1.0M
Filed 2026-10-30
AlphaCore Capital LLC
INCREASED
Shares10,024 from 7,737
Change+2,287 (+30%)
Value$1.0M (+$168.6K)
Filed 2026-11-04
James J. Burns & Company, LLC
INCREASED
Shares10,003 from 10,002
Change+1 (+0%)
Value$1.0M (-$84.0K)
Filed 2026-10-22
Pegasus Asset Management, Inc.
UNCHANGED
Shares9,940 from 9,940
Change0 (0%)
Value$1.0M (-$83.7K)
Filed 2026-11-03
G&S Capital LLC
INCREASED
Shares9,904 from 9,817
Change+87 (+1%)
Value$1.0M (-$73.8K)
Filed 2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW
Shares9,900
Change+9,900
Value$1.0M
Filed 2026-10-22
Crestwood Advisors Group, LLC
INCREASED
Shares9,855 from 8,840
Change+1,015 (+11%)
Value$1.0M (+$29.3K)
Filed 2026-10-27
Edgemoor Investment Advisors, Inc.
INCREASED
Shares9,781 from 9,778
Change+3 (+0%)
Value$999.7K (-$82.1K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares9,736 from 10,209
Change-473 (-5%)
Value$995.1K (-$134.3K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares9,714
Change+9,714
Value$1.1K
Filed 2026-11-03
SAX Wealth Advisors, LLC
INCREASED
Shares9,607 from 8,715
Change+892 (+10%)
Value$981.9K (-$4.5K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares9,585 from 6,926
Change+2,659 (+38%)
Value$979.7K (+$213.4K)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares9,396 from 9,568
Change-172 (-2%)
Value$960.4K (-$98.1K)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares9,342 from 11,265
Change-1,923 (-17%)
Value$954.8K (-$291.5K)
Filed 2026-11-02
Parsons Capital Management Inc
UNCHANGED
Shares9,324 from 9,324
Change0 (0%)
Value$953.0K (-$78.5K)
Filed 2026-10-28
Avanza Fonder AB
UNCHANGED
Shares9,272 from 9,272
Change0 (0%)
Value$947.7K (-$78.1K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED
Shares9,106 from 9,098
Change+8 (+0%)
Value$930.7K (-$75.8K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares9,026 from 8,618
Change+408 (+5%)
Value$944.5K (-$29.3K)
Filed 2026-10-08
Nfsg Corp
INCREASED
Shares8,998 from 2,463
Change+6,535 (+265%)
Value$919.7K (+$647.2K)
Filed 2026-10-15
Atria Investments, Inc
DECREASED
Shares8,994 from 9,167
Change-173 (-2%)
Value$919.2K (-$94.9K)
Filed 2026-10-15
Asset Planning,Inc
INCREASED
Shares8,913 from 8,899
Change+14 (+0%)
Value$911.0K (-$73.4K)
Filed 2026-10-26
Mystic Asset Management, Inc.
DECREASED
Shares8,870 from 8,920
Change-50 (-1%)
Value$906.6K (-$80.2K)
Filed 2026-10-15
Joseph P. Lucia & Associates, LLC
INCREASED
Shares8,856 from 7,786
Change+1,070 (+14%)
Value$905.2K (+$43.9K)
Filed 2026-10-30
Platform Technology Partners
DECREASED
Shares8,832 from 9,753
Change-921 (-9%)
Value$902.7K (-$176.3K)
Filed 2026-11-02
Frank, Rimerman Advisors LLC
INCREASED
Shares8,800 from 8,491
Change+309 (+4%)
Value$899.4K (-$39.9K)
Filed 2026-10-16
Strs Ohio
DECREASED
Shares8,746 from 9,557
Change-811 (-8%)
Value$893.9K (-$163.4K)
Filed 2026-10-30
B. Riley Wealth Advisors, Inc.
DECREASED
Shares8,662 from 8,907
Change-245 (-3%)
Value$885.3K (-$114.8K)
Filed 2026-10-13
Sky Investment Group LLC
NEW
Shares8,606
Change+8,606
Value$879.6K
Filed 2026-10-30
Glenview Trust Co
UNCHANGED
Shares8,604 from 8,604
Change0 (0%)
Value$879.4K (-$72.4K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares8,587 from 2,648
Change+5,939 (+224%)
Value$887.5K (+$594.5K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares8,525 from 3,648
Change+4,877 (+134%)
Value$871.4K (+$467.8K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
INCREASED
Shares8,513 from 7,848
Change+665 (+8%)
Value$870.1K (+$1.9K)
Filed 2026-10-22
Hendershot Investments Inc.
UNCHANGED
Shares8,398 from 8,398
Change0 (0%)
Value$858.4K (-$70.7K)
Filed 2026-11-05
Kagan Cocozza Asset Management
INCREASED
Shares8,366 from 8,226
Change+140 (+2%)
Value$855.1K (-$55.0K)
Filed 2026-10-19
Monte Financial Group, LLC
UNCHANGED
Shares8,259 from 8,259
Change0 (0%)
Value$844.2K (-$54.8K)
Filed 2026-11-02
United Financial Planning Group LLC
INCREASED
Shares8,189 from 8,152
Change+37 (+0%)
Value$837.0K (-$64.8K)
Filed 2026-11-04
Brighton Jones LLC
DECREASED
Shares8,159 from 10,204
Change-2,045 (-20%)
Value$833.9K (-$295.0K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
DECREASED
Shares8,159 from 8,560
Change-401 (-5%)
Value$833.9K (-$113.1K)
Filed 2026-10-09
International Assets Investment Management, LLC
DECREASED
Shares7,928 from 8,482
Change-554 (-7%)
Value$820.6K (-$120.5K)
Filed 2026-11-02
David J Yvars Group
INCREASED
Shares7,890 from 7,852
Change+38 (+0%)
Value$806.4K (-$62.3K)
Filed 2026-10-09
Tema Etfs LLC
INCREASED
Shares7,849 from 7,704
Change+145 (+2%)
Value$802.2K (-$50.0K)
Filed 2026-10-16
bLong Financial, LLC
UNCHANGED
Shares7,775 from 7,775
Change0 (0%)
Value$794.7K (-$65.5K)
Filed 2026-10-29
Kraematon Investment Advisors, Inc
DECREASED
Shares7,718 from 7,944
Change-226 (-3%)
Value$788.9K (-$89.9K)
Filed 2026-11-02
Aviso Wealth Management
DECREASED
Shares7,642 from 7,777
Change-135 (-2%)
Value$781.1K (-$79.3K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
UNCHANGED
Shares7,585 from 7,585
Change0 (0%)
Value$797.3K (-$44.2K)
Filed 2026-10-09
Clear Harbor Asset Management, LLC
UNCHANGED
Shares7,580 from 7,580
Change0 (0%)
Value$774.8K (-$63.8K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
DECREASED
Shares7,531 from 7,564
Change-33 (0%)
Value$769.8K (-$67.1K)
Filed 2026-10-30
Davis Investment Partners, LLC
INCREASED
Shares7,478 from 5,145
Change+2,333 (+45%)
Value$764.3K (+$195.1K)
Filed 2026-11-05
Breakwater Capital Group
DECREASED
Shares7,271 from 7,686
Change-415 (-5%)
Value$743.1K (-$107.1K)
Filed 2026-10-09
Shulman DeMeo Asset Management LLC
INCREASED
Shares7,221 from 7,212
Change+9 (+0%)
Value$746.5K (-$51.4K)
Filed 2026-10-09
Klingman & Associates, LLC
INCREASED
Shares7,200 from 6,711
Change+489 (+7%)
Value$735.9K (-$6.5K)
Filed 2026-10-20
Compound Planning, Inc.
INCREASED
Shares7,022 from 6,847
Change+175 (+3%)
Value$717.7K (-$39.8K)
Filed 2026-11-05
Carnegie Investment Counsel
INCREASED
Shares7,020 from 2,930
Change+4,090 (+140%)
Value$717.5K (+$393.4K)
Filed 2026-10-20
Procyon Advisors, LLC
INCREASED
Shares6,933 from 6,255
Change+678 (+11%)
Value$708.7K (+$16.6K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares6,914 from 6,394
Change+520 (+8%)
Value$706.8K (-$609)
Filed 2026-10-08
Washington Trust Co
DECREASED
Shares6,912 from 7,307
Change-395 (-5%)
Value$706.5K (-$101.9K)
Filed 2026-10-22
Cohen Klingenstein LLC
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$705.2K (-$58.1K)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares6,805 from 3,103
Change+3,702 (+119%)
Value$695.5K (+$352.2K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares6,804 from 8,718
Change-1,914 (-22%)
Value$695.5K (-$269.0K)
Filed 2026-10-28
Philadelphia Trust Co
DECREASED
Shares6,746 from 12,316
Change-5,570 (-45%)
Value$690.0K (-$673.0K)
Filed 2026-11-05
Jamison Private Wealth Management, Inc.
INCREASED
Shares6,713 from 6,510
Change+203 (+3%)
Value$686.1K (-$34.1K)
Filed 2026-10-14
Regions Financial Corp
DECREASED
Shares6,682 from 6,688
Change-6 (0%)
Value$683.0K (-$56.9K)
Filed 2026-11-05
Powell Investment Advisors, LLC
UNCHANGED
Shares6,671 from 6,671
Change0 (0%)
Value$681.8K (-$56.2K)
Filed 2026-10-22
Ledyard National Bank
UNCHANGED
Shares6,591 from 6,591
Change0 (0%)
Value$673.7K (-$55.5K)
Filed 2026-10-21
Magnus Financial Group LLC
INCREASED
Shares6,584 from 6,434
Change+150 (+2%)
Value$672.9K (-$38.9K)
Filed 2026-10-21
Apex Wealth Management, LLC
INCREASED
Shares6,571 from 6,516
Change+55 (+1%)
Value$671.6K (-$49.3K)
Filed 2026-10-20
Jeppson Wealth Management, LLC
UNCHANGED
Shares6,431 from 6,431
Change0 (0%)
Value$657.3K (-$54.1K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares6,428 from 5,849
Change+579 (+10%)
Value$657.0K (+$9.9K)
Filed 2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares6,397 from 6,384
Change+13 (+0%)
Value$653.8K (-$52.4K)
Filed 2026-10-19
Financial Planning Hawaii, Inc.
INCREASED
Shares6,373 from 6,233
Change+140 (+2%)
Value$651.4K (-$38.2K)
Filed 2026-10-13
Affinity Capital Advisors, LLC
INCREASED
Shares6,345 from 5,050
Change+1,295 (+26%)
Value$673.2K (+$107.9K)
Filed 2026-10-13
Lipe & Dalton
UNCHANGED
Shares6,303 from 6,303
Change0 (0%)
Value$644.0K (-$53.0K)
Filed 2026-10-15
Cross Staff Investments Inc
DECREASED
Shares6,300 from 6,398
Change-98 (-2%)
Value$643.9K (-$63.9K)
Filed 2026-10-22
Venture Visionary Partners LLC
INCREASED
Shares6,283 from 6,279
Change+4 (+0%)
Value$642.2K (-$52.5K)
Filed 2026-10-07
Wedbush Securities Inc
INCREASED
Shares6,237 from 6,197
Change+40 (+1%)
Value$638.0K (-$48.0K)
Filed 2026-10-22
Trust Co of Vermont
INCREASED
Shares6,214 from 5,704
Change+510 (+9%)
Value$635.1K (+$4.1K)
Filed 2026-10-21
Norden Group LLC
DECREASED
Shares6,193 from 6,214
Change-21 (0%)
Value$633.0K (-$54.5K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares6,190 from 6,473
Change-283 (-4%)
Value$632.7K (-$83.4K)
Filed 2026-10-20
Moneco Advisors, LLC
INCREASED
Shares6,183 from 6,030
Change+153 (+3%)
Value$632.0K (-$35.1K)
Filed 2026-11-05
TriaGen Wealth Management LLC
INCREASED
Shares5,953 from 5,832
Change+121 (+2%)
Value$608.5K (-$36.7K)
Filed 2026-10-14
United Asset Strategies, Inc.
INCREASED
Shares5,885 from 5,884
Change+1 (+0%)
Value$601.5K (-$49.4K)
Filed 2026-10-28
Rubicon Advisors, GP
UNCHANGED
Shares5,766 from 5,766
Change0 (0%)
Value$589.3K (-$48.6K)
Filed 2026-10-23
Wealth Architects, LLC
DECREASED
Shares5,692 from 5,702
Change-10 (0%)
Value$581.9K (-$49.0K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares5,687 from 6,168
Change-481 (-8%)
Value$581.3K (-$101.1K)
Filed 2026-11-04
Powers Advisory Group, LLC
DECREASED
Shares5,657 from 5,963
Change-306 (-5%)
Value$578.2K (-$81.5K)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
NEW
Shares5,645
Change+5,645
Value$577.0K
Filed 2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares5,614 from 4,461
Change+1,153 (+26%)
Value$573.8K (+$80.3K)
Filed 2026-10-23
Key Client Fiduciary Advisors, LLC
DECREASED
Shares5,561 from 6,318
Change-757 (-12%)
Value$568.4K (-$130.6K)
Filed 2026-10-19
Central Trust Co
DECREASED
Shares5,558 from 5,584
Change-26 (0%)
Value$568.1K (-$49.7K)
Filed 2026-11-05
Archer Investment Corp
INCREASED
Shares5,527 from 5,526
Change+1 (+0%)
Value$565.0K (-$46.4K)
Filed 2026-11-05
Global X Japan Co., Ltd.
INCREASED
Shares5,462 from 5,455
Change+7 (+0%)
Value$558.3K (-$45.2K)
Filed 2026-10-21
CV Advisors LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$551.9K (-$45.5K)
Filed 2026-10-13
Triad Wealth Partners, LLC
INCREASED
Shares5,392 from 5,168
Change+224 (+4%)
Value$551.1K (-$6.8K)
Filed 2026-10-26
Versant Capital Management, Inc
DECREASED
Shares5,329 from 6,037
Change-708 (-12%)
Value$544.7K (-$123.2K)
Filed 2026-10-02
TD Private Client Wealth LLC
INCREASED
Shares5,185 from 4,963
Change+222 (+4%)
Value$530.0K (-$19.1K)
Filed 2026-10-28
Orca Wealth Management, LLC
INCREASED
Shares5,169 from 5,147
Change+22 (+0%)
Value$528.3K (-$41.1K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,122 from 5,172
Change-50 (-1%)
Value$523.5K (-$48.7K)
Filed 2026-10-23
Wernau Asset Management Inc.
UNCHANGED
Shares5,104 from 5,104
Change0 (0%)
Value$521.7K (-$43.0K)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED
Shares5,068 from 5,001
Change+67 (+1%)
Value$518.0K (-$35.3K)
Filed 2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
NEW
Shares5,000
Change+5,000
Value$511.1K
Filed 2026-10-21
Principle Wealth Partners LLC
DECREASED
Shares4,956 from 5,338
Change-382 (-7%)
Value$506.6K (-$83.9K)
Filed 2026-11-02
Burns J W & Co Inc
UNCHANGED
Shares4,891 from 4,891
Change0 (0%)
Value$499.9K (-$41.2K)
Filed 2026-10-20
RMR Wealth Builders
DECREASED
Shares4,822 from 4,831
Change-9 (0%)
Value$492.9K (-$41.6K)
Filed 2026-10-22
Koa Wealth Management, LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$490.6K (-$40.4K)
Filed 2026-10-14
CX Institutional
INCREASED
Shares4,793 from 3,942
Change+851 (+22%)
Value$490 (-$435.5K)
Filed 2026-10-02
CWA Asset Management Group, LLC
DECREASED
Shares4,783 from 4,932
Change-149 (-3%)
Value$488.9K (-$56.8K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
DECREASED
Shares4,770 from 6,046
Change-1,276 (-21%)
Value$487.5K (-$181.3K)
Filed 2026-11-04
City State Bank
DECREASED
Shares4,767 from 4,800
Change-33 (-1%)
Value$487.2K (-$43.8K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares4,764 from 4,938
Change-174 (-4%)
Value$486.9K (-$59.4K)
Filed 2026-10-13
Vision Financial Markets LLC
UNCHANGED
Shares4,756 from 4,756
Change0 (0%)
Value$487.7K (-$38.9K)
Filed 2026-10-22
Certior Financial Group, LLC
DECREASED
Shares4,753 from 4,905
Change-152 (-3%)
Value$485.8K (-$56.8K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED
Shares4,719 from 4,578
Change+141 (+3%)
Value$482.4K (-$24.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares4,682 from 4,542
Change+140 (+3%)
Value$514.3K (+$7.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares4,682 from 4,542
Change+140 (+3%)
Value$514.3K (+$7.9K)
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares4,665 from 4,658
Change+7 (+0%)
Value$476.8K (-$38.5K)
Filed 2026-11-02
Fiduciary Financial Group, LLC
INCREASED
Shares4,658 from 3,476
Change+1,182 (+34%)
Value$476.1K (+$91.5K)
Filed 2026-10-13
Strategic Blueprint, LLC
DECREASED
Shares4,574 from 4,696
Change-122 (-3%)
Value$467.5K (-$52.1K)
Filed 2026-10-22
Financial Advisory Partners, LLC
DECREASED
Shares4,560 from 4,600
Change-40 (-1%)
Value$466.1K (-$42.8K)
Filed 2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,546 from 4,814
Change-268 (-6%)
Value$464.7K (-$67.8K)
Filed 2026-10-14
Sound Financial Strategies Group, LLC
INCREASED
Shares4,518 from 2,665
Change+1,853 (+70%)
Value$461.8K (+$167.0K)
Filed 2026-10-30
Douglas Lane & Associates, LLC
DECREASED
Shares4,510 from 4,636
Change-126 (-3%)
Value$461.0K (-$51.8K)
Filed 2026-10-09
Avantax Planning Partners, Inc.
DECREASED
Shares4,490 from 4,890
Change-400 (-8%)
Value$458.9K (-$82.1K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares4,472 from 4,526
Change-54 (-1%)
Value$457.0K (-$43.7K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
INCREASED
Shares4,458 from 4,419
Change+39 (+1%)
Value$455.6K (-$33.3K)
Filed 2026-10-29
Old Republic International Corp
NEW
Shares4,454
Change+4,454
Value$455.0K
Filed 2026-10-26
SkyOak Wealth, LLC
UNCHANGED
Shares4,453 from 4,453
Change0 (0%)
Value$455.1K (-$37.5K)
Filed 2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED
Shares4,425 from 4,625
Change-200 (-4%)
Value$452.3K (-$59.4K)
Filed 2026-11-02
Charles Schwab Trust Co
INCREASED
Shares4,400 from 4,300
Change+100 (+2%)
Value$449.7K (-$26.0K)
Filed 2026-10-15
Focused Wealth Management, Inc
INCREASED
Shares4,384 from 4,378
Change+6 (+0%)
Value$448.1K (-$36.3K)
Filed 2026-10-30
Grandfield & Dodd, LLC
UNCHANGED
Shares4,274 from 4,274
Change0 (0%)
Value$436.9K (-$36.0K)
Filed 2026-10-29
CFS Investment Advisory Services, LLC
INCREASED
Shares4,258 from 3,617
Change+641 (+18%)
Value$447.7K (+$35.3K)
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED
Shares4,205 from 4,190
Change+15 (+0%)
Value$429.8K (-$33.7K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
DECREASED
Shares4,187 from 4,364
Change-177 (-4%)
Value$427.9K (-$54.9K)
Filed 2026-10-08
Altfest L J & Co Inc
UNCHANGED
Shares4,145 from 4,145
Change0 (0%)
Value$423.6K (-$34.9K)
Filed 2026-10-27
Able Wealth Management LLC
DECREASED
Shares4,142 from 4,534
Change-392 (-9%)
Value$428.2K (+$54.1K)
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares4,099 from 4,162
Change-63 (-2%)
Value$419.0K (-$41.5K)
Filed 2026-10-22
Cornerstone Planning, LLC
UNCHANGED
Shares4,074 from 4,074
Change0 (0%)
Value$450.7K ($0)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares4,063 from 4,158
Change-95 (-2%)
Value$415.3K (-$44.7K)
Filed 2026-10-13
Revolve Wealth Partners, LLC
DECREASED
Shares4,056 from 4,117
Change-61 (-1%)
Value$414.6K (-$40.9K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares4,018 from 3,827
Change+191 (+5%)
Value$410.7K (-$12.7K)
Filed 2026-10-14
Hurlow Wealth Management Group, Inc.
DECREASED
Shares4,013 from 4,014
Change-1 (0%)
Value$410.2K (-$33.9K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED
Shares4,002 from 4,002
Change0 (0%)
Value$409.0K (-$33.7K)
Filed 2026-10-21
Prosperity Advisers, LLC
DECREASED
Shares3,992 from 4,037
Change-45 (-1%)
Value$408.0K (-$38.6K)
Filed 2026-10-28
Guardian Wealth Advisors, LLC
DECREASED
Shares3,979 from 4,742
Change-763 (-16%)
Value$457.7K (-$66.9K)
Filed 2026-10-30
Vontobel Holding Ltd.
DECREASED
Shares3,955 from 3,972
Change-17 (0%)
Value$404.2K (-$35.2K)
Filed 2026-10-16
Dumont & Blake Investment Advisors LLC
DECREASED
Shares3,932 from 3,941
Change-9 (0%)
Value$401.9K (-$34.1K)
Filed 2026-10-28
Strategic Advisors LLC
UNCHANGED
Shares3,930 from 3,930
Change0 (0%)
Value$401.7K (-$33.1K)
Filed 2026-10-13
Oslo Pensjonsforsikring AS
UNCHANGED
Shares3,902 from 3,902
Change0 (0%)
Value$398.8K (-$32.9K)
Filed 2026-10-15
VestGen Advisors, LLC
DECREASED
Shares3,895 from 4,563
Change-668 (-15%)
Value$398.1K (-$106.7K)
Filed 2026-10-27
W.H. Cornerstone Investments Inc.
DECREASED
Shares3,861 from 4,004
Change-143 (-4%)
Value$394.7K (-$48.3K)
Filed 2026-11-03
Retirement Planning Group, LLC
DECREASED
Shares3,853 from 4,354
Change-501 (-12%)
Value$393.9K (-$87.8K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares3,850 from 3,807
Change+43 (+1%)
Value$393.6K (-$27.6K)
Filed 2026-10-23
Cidel Asset Management Inc
INCREASED
Shares3,843 from 3,711
Change+132 (+4%)
Value$392.8K (-$17.8K)
Filed 2026-10-29
Center For Asset Management LLC
DECREASED
Shares3,811 from 4,588
Change-777 (-17%)
Value$389.5K (-$118.2K)
Filed 2026-10-16
Landmark Wealth Management, LLC
UNCHANGED
Shares3,808 from 3,808
Change0 (0%)
Value$389.2K (-$32.1K)
Filed 2026-11-03
Cooper Financial Group
INCREASED
Shares3,794 from 3,730
Change+64 (+2%)
Value$387.7K (-$24.9K)
Filed 2026-10-07
Clarity Capital Advisors, LLC
DECREASED
Shares3,774 from 3,779
Change-5 (0%)
Value$385.7K (-$32.3K)
Filed 2026-10-27
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares3,769 from 3,992
Change-223 (-6%)
Value$385.2K (-$56.4K)
Filed 2026-10-15
Chicago Capital, LLC
UNCHANGED
Shares3,768 from 3,768
Change0 (0%)
Value$385.1K (-$31.7K)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
INCREASED
Shares3,767 from 3,536
Change+231 (+7%)
Value$385.0K (-$6.2K)
Filed 2026-11-02
BIP Wealth, LLC
DECREASED
Shares3,754 from 4,290
Change-536 (-12%)
Value$383.7K (-$90.9K)
Filed 2026-10-22
Richwood Investment Advisors, LLC
DECREASED
Shares3,753 from 3,959
Change-206 (-5%)
Value$383.6K (-$54.4K)
Filed 2026-10-30
Princeton Global Asset Management LLC
INCREASED
Shares3,745 from 3,566
Change+179 (+5%)
Value$382.8K (-$11.7K)
Filed 2026-10-21
Revisor Wealth Management LLC
INCREASED
Shares3,736 from 3,614
Change+122 (+3%)
Value$418.1K (+$18.3K)
Filed 2026-10-20
Sovran Advisors, LLC
INCREASED
Shares3,715 from 3,475
Change+240 (+7%)
Value$429.0K (+$39.9K)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares3,671 from 3,364
Change+307 (+9%)
Value$375.2K (+$3.0K)
Filed 2026-10-21
Balboa Wealth Partners
INCREASED
Shares3,665 from 3,655
Change+10 (+0%)
Value$374.6K (-$29.7K)
Filed 2026-10-20
Segment Wealth Management, LLC
UNCHANGED
Shares3,640 from 3,640
Change0 (0%)
Value$372.0K (-$30.6K)
Filed 2026-10-26
180 Wealth Advisors, LLC
DECREASED
Shares3,624 from 3,718
Change-94 (-3%)
Value$370.4K (-$40.9K)
Filed 2026-11-03
Innova Wealth Partners
INCREASED
Shares3,615 from 3,590
Change+25 (+1%)
Value$369.5K (-$27.6K)
Filed 2026-10-21
Eastern Bank
UNCHANGED
Shares3,601 from 3,601
Change0 (0%)
Value$368.1K (-$30.3K)
Filed 2026-10-05
Parcion Private Wealth LLC
DECREASED
Shares3,600 from 4,365
Change-765 (-18%)
Value$368.0K (-$114.9K)
Filed 2026-10-28
Courier Capital LLC
DECREASED
Shares3,575 from 3,605
Change-30 (-1%)
Value$365.4K (-$33.5K)
Filed 2026-10-19
Bedminster, LLC
DECREASED
Shares3,521 from 3,600
Change-79 (-2%)
Value$359.9K (-$38.4K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares3,482 from 3,283
Change+199 (+6%)
Value$355.9K (-$7.3K)
Filed 2026-11-05
Sard Wealth Management Group, LLC
INCREASED
Shares3,482 from 3,473
Change+9 (+0%)
Value$355.9K (-$28.3K)
Filed 2026-10-16
Wealth Alliance Advisory Group, LLC
INCREASED
Shares3,471 from 3,468
Change+3 (+0%)
Value$354.8K (-$28.9K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares3,462 from 3,145
Change+317 (+10%)
Value$353.9K (+$6.0K)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares3,446 from 3,446
Change0 (0%)
Value$352.2K (-$29.0K)
Filed 2026-11-03
Cigna Investments Inc
UNCHANGED
Shares3,418 from 3,418
Change0 (0%)
Value$350.0K (-$28.0K)
Filed 2026-10-19
Meadowbrook Wealth Management, LLC
UNCHANGED
Shares3,387 from 3,387
Change0 (0%)
Value$346.2K (-$29.6K)
Filed 2026-10-08
Ipswich Investment Management Co., Inc.
DECREASED
Shares3,377 from 4,077
Change-700 (-17%)
Value$345.2K (-$105.9K)
Filed 2026-10-13
Twelve Points Wealth Management LLC
UNCHANGED
Shares3,373 from 3,373
Change0 (0%)
Value$393.4K (+$20.3K)
Filed 2026-11-03
Riverbend Wealth Management, LLC
INCREASED
Shares3,344 from 3,281
Change+63 (+2%)
Value$341.8K (-$21.2K)
Filed 2026-10-15
Quadrant Private Wealth Management, LLC
NEW
Shares3,323
Change+3,323
Value$339.6K
Filed 2026-11-04
Alternative Investment Advisors, Llc.
INCREASED
Shares3,310 from 3,126
Change+184 (+6%)
Value$338.5K (-$7.4K)
Filed 2026-11-03
Coastline Trust Co
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$337.3K (-$27.8K)
Filed 2026-10-01
Burford Brothers, Inc.
DECREASED
Shares3,293 from 18,605
Change-15,312 (-82%)
Value$336.6K (-$1.7M)
Filed 2026-10-21
Southland Equity Partners LLC
INCREASED
Shares3,292 from 3,255
Change+37 (+1%)
Value$336.4K (-$23.6K)
Filed 2026-10-14
Diversified Enterprises, LLC
INCREASED
Shares3,287 from 3,010
Change+277 (+9%)
Value$336.0K (+$3.0K)
Filed 2026-10-19
King Luther Capital Management Corp
UNCHANGED
Shares3,286 from 3,286
Change0 (0%)
Value$335.9K (-$27.7K)
Filed 2026-11-05
ShoreHaven Wealth Partners, LLC
INCREASED
Shares3,265 from 3,238
Change+27 (+1%)
Value$333.7K (-$24.5K)
Filed 2026-10-16
Angeles Wealth Management, LLC
DECREASED
Shares3,262 from 3,641
Change-379 (-10%)
Value$333.4K (-$69.4K)
Filed 2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares3,247 from 4,017
Change-770 (-19%)
Value$331.9K (-$112.5K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
INCREASED
Shares3,238 from 3,108
Change+130 (+4%)
Value$330.9K (-$12.9K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares3,195 from 4,186
Change-991 (-24%)
Value$326.5K (-$136.5K)
Filed 2026-11-04
Cora Capital Advisors LLC
INCREASED
Shares3,173 from 3,162
Change+11 (+0%)
Value$324.3K (-$25.5K)
Filed 2026-11-02
Allegheny Financial Group
DECREASED
Shares3,171 from 3,189
Change-18 (-1%)
Value$324.2K (-$28.7K)
Filed 2026-11-05
Gen-Wealth Partners Inc
DECREASED
Shares3,161 from 3,659
Change-498 (-14%)
Value$323.1K (-$81.7K)
Filed 2026-11-04
Tableaux LLC
UNCHANGED
Shares3,128 from 3,128
Change0 (0%)
Value$319.7K (-$26.3K)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED
Shares3,102 from 2,894
Change+208 (+7%)
Value$317.1K (-$3.1K)
Filed 2026-10-05
KCM Investment Advisors LLC
INCREASED
Shares3,092 from 2,973
Change+119 (+4%)
Value$316.1K (-$12.9K)
Filed 2026-10-27
D'Orazio & Associates, Inc.
DECREASED
Shares3,092 from 3,151
Change-59 (-2%)
Value$316.1K (-$32.6K)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares3,050 from 3,029
Change+21 (+1%)
Value$311.7K (-$23.4K)
Filed 2026-10-14
Horst & Graben Wealth Management LLC
INCREASED
Shares3,035 from 3,015
Change+20 (+1%)
Value$310.2K (-$24.3K)
Filed 2026-11-02
Norris Perne & French LLP
INCREASED
Shares3,029 from 2,237
Change+792 (+35%)
Value$309.6K (+$62.1K)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares3,014 from 2,389
Change+625 (+26%)
Value$308.1K (+$43.8K)
Filed 2026-10-20
Long Island Wealth Management, Inc.
INCREASED
Shares3,004 from 2,989
Change+15 (+1%)
Value$307.1K (-$23.6K)
Filed 2026-10-20
Canandaigua National Bank & Trust Co
UNCHANGED
Shares3,003 from 3,003
Change0 (0%)
Value$306.9K (-$25.3K)
Filed 2026-10-07
Wilkins Investment Counsel Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$306.6K (-$25.3K)
Filed 2026-11-03
Trust Point Inc.
INCREASED
Shares2,991 from 2,948
Change+43 (+1%)
Value$305.7K (-$20.4K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED
Shares2,980 from 2,990
Change-10 (0%)
Value$304.6K (-$26.2K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
NEW
Shares2,964
Change+2,964
Value$302.9K
Filed 2026-10-21
Samalin Investment Counsel, LLC
INCREASED
Shares2,956 from 2,944
Change+12 (+0%)
Value$302.2K (-$23.6K)
Filed 2026-10-23
Midwest Trust Co
DECREASED
Shares2,948 from 3,281
Change-333 (-10%)
Value$301.3K (-$61.7K)
Filed 2026-10-22
North Star Investment Management Corp.
INCREASED
Shares2,914 from 2,913
Change+1 (+0%)
Value$297.8K (-$24.4K)
Filed 2026-10-27
Corecam AG
UNCHANGED
Shares2,909 from 2,909
Change0 (0%)
Value$297.4K (-$24.5K)
Filed 2026-10-29
SeaCrest Wealth Management, LLC
DECREASED
Shares2,905 from 3,105
Change-200 (-6%)
Value$296.9K (-$46.6K)
Filed 2026-10-21
Harbour Trust & Investment Management Co
DECREASED
Shares2,896 from 3,096
Change-200 (-6%)
Value$296.0K (-$46.5K)
Filed 2026-10-28
Park National Corp
INCREASED
Shares2,868 from 1,070
Change+1,798 (+168%)
Value$293.1K (+$174.8K)
Filed 2026-10-05
GW Henssler & Associates LTD
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$287.2K (-$23.7K)
Filed 2026-10-26
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares2,806 from 3,706
Change-900 (-24%)
Value$286.8K (-$123.1K)
Filed 2026-10-21
NTV Asset Management LLC
DECREASED
Shares2,805 from 3,305
Change-500 (-15%)
Value$286.7K (-$78.9K)
Filed 2026-10-23
Carlson Financial, Inc.
DECREASED
Shares2,786 from 2,793
Change-7 (0%)
Value$284.7K (-$24.3K)
Filed 2026-11-05
IVC Wealth Advisors LLC
DECREASED
Shares2,770 from 3,074
Change-304 (-10%)
Value$283.1K (-$57.0K)
Filed 2026-10-23
Sage Mountain Advisors LLC
UNCHANGED
Shares2,763 from 2,763
Change0 (0%)
Value$282.4K (-$23.3K)
Filed 2026-11-02
Plato Investment Management Ltd
DECREASED
Shares2,736 from 10,713
Change-7,977 (-74%)
Value$280.7K (-$897.5K)
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
UNCHANGED
Shares2,724 from 2,724
Change0 (0%)
Value$278.4K (-$22.9K)
Filed 2026-10-15
Sigma Investment Counselors Inc
INCREASED
Shares2,707 from 2,702
Change+5 (+0%)
Value$276.7K (-$22.3K)
Filed 2026-10-27
Asset Dedication, LLC
DECREASED
Shares2,694 from 2,993
Change-299 (-10%)
Value$275.4K (-$55.7K)
Filed 2026-11-03
71 West Capital Partners
INCREASED
Shares2,689 from 2,667
Change+22 (+1%)
Value$274.8K (-$20.2K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
NEW
Shares2,683
Change+2,683
Value$274.2K
Filed 2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED
Shares2,663 from 2,149
Change+514 (+24%)
Value$272.0K (+$34.0K)
Filed 2026-10-19
Lionshead Wealth Management, LLC
DECREASED
Shares2,663 from 2,678
Change-15 (-1%)
Value$272.2K (-$24.1K)
Filed 2026-10-21
Woodward Financial Advisors, Inc.
INCREASED
Shares2,651 from 2,628
Change+23 (+1%)
Value$270.9K (-$19.9K)
Filed 2026-10-19
Valley Brook Capital Group, Inc.
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$270.9K (-$22.3K)
Filed 2026-10-26
Peachtree Investment Partners, LLC
DECREASED
Shares2,643 from 2,655
Change-12 (0%)
Value$270.1K (-$23.6K)
Filed 2026-11-05
Avion Wealth
DECREASED
Shares2,638 from 2,647
Change-9 (0%)
Value$269.0K (-$23.0K)
Filed 2026-11-04
Veratis Advisors, Inc.
UNCHANGED
Shares2,622 from 2,622
Change0 (0%)
Value$268.0K (-$22.1K)
Filed 2026-11-03
Interchange Capital Partners, LLC
INCREASED
Shares2,608 from 2,317
Change+291 (+13%)
Value$266.6K (+$10.2K)
Filed 2026-10-28
Value Investment Professionals, LLC
INCREASED
Shares2,600 from 2,578
Change+22 (+1%)
Value$265.7K (-$19.5K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,597 from 2,058
Change+539 (+26%)
Value$265.4K (+$37.7K)
Filed 2026-11-03
ARS Investment Partners, LLC
UNCHANGED
Shares2,595 from 2,595
Change0 (0%)
Value$265.2K (-$21.9K)
Filed 2026-11-05
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares2,588 from 2,569
Change+19 (+1%)
Value$264.5K (-$19.6K)
Filed 2026-10-29
AMG National Trust Bank
UNCHANGED
Shares2,577 from 2,577
Change0 (0%)
Value$263.4K (-$21.7K)
Filed 2026-11-05
Rydar Equities, Inc.
INCREASED
Shares2,574 from 2,552
Change+22 (+1%)
Value$269.3K (-$19.2K)
Filed 2026-10-13
John Boyer, Inc.
INCREASED
Shares2,557 from 2,536
Change+21 (+1%)
Value$261.4K (-$19.2K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares2,554 from 2,550
Change+4 (+0%)
Value$261.0K (-$21.1K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares2,542 from 2,342
Change+200 (+9%)
Value$263.1K (+$3.1K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares2,537 from 2,535
Change+2 (+0%)
Value$259.3K (-$21.2K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares2,516 from 2,516
Change0 (0%)
Value$257.2K (-$21.2K)
Filed 2026-11-04
Waters Parkerson & Co., LLC
UNCHANGED
Shares2,505 from 2,505
Change0 (0%)
Value$256.0K (-$21.1K)
Filed 2026-11-04
Capital Investment Counsel, Inc
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$255.5K (-$21.1K)
Filed 2026-10-20
Pacific Center for Financial Services
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$255.5K (-$21.1K)
Filed 2026-10-15
PDS Planning, Inc
NEW
Shares2,474
Change+2,474
Value$252.9K
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares2,441 from 2,266
Change+175 (+8%)
Value$249.5K (-$1.2K)
Filed 2026-10-20
Verity & Verity, LLC
DECREASED
Shares2,438 from 3,956
Change-1,518 (-38%)
Value$249.2K (-$188.5K)
Filed 2026-10-23
Alta Advisers Ltd
NEW
Shares2,437
Change+2,437
Value$249.1K
Filed 2026-11-02
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares2,426 from 2,426
Change0 (0%)
Value$248.0K (-$20.0K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares2,411 from 10,183
Change-7,772 (-76%)
Value$246.5K (-$880.1K)
Filed 2026-10-30
Columbia Asset Management
DECREASED
Shares2,404 from 2,558
Change-154 (-6%)
Value$245.7K (-$37.3K)
Filed 2026-10-19
MBA Advisors LLC
UNCHANGED
Shares2,404 from 2,404
Change0 (0%)
Value$245.7K (-$20.2K)
Filed 2026-10-29
Grandview Asset Management LLC
INCREASED
Shares2,403 from 2,386
Change+17 (+1%)
Value$245.6K (-$18.3K)
Filed 2026-10-19
Bullock Wealth Management Group
INCREASED
Shares2,400 from 2,393
Change+7 (+0%)
Value$248.4K (-$17.1K)
Filed 2026-10-09
WealthPlan Investment Management, LLC
NEW
Shares2,385
Change+2,385
Value$243.8K
Filed 2026-10-15
BAR Harbor Wealth Management
DECREASED
Shares2,385 from 2,514
Change-129 (-5%)
Value$243.8K (-$34.4K)
Filed 2026-10-21
Vericrest Private Wealth
UNCHANGED
Shares2,374 from 2,374
Change0 (0%)
Value$242.6K (-$20.0K)
Filed 2026-10-21
Aurora Private Wealth, Inc.
INCREASED
Shares2,356 from 2,096
Change+260 (+12%)
Value$241.0K (+$9.0K)
Filed 2026-10-20
Howard Capital Management, LLC
DECREASED
Shares2,353 from 2,379
Change-26 (-1%)
Value$240.5K (-$22.7K)
Filed 2026-10-16
Bath Savings Trust Co
UNCHANGED
Shares2,353 from 2,353
Change0 (0%)
Value$240.4K (-$19.8K)
Filed 2026-10-07
Intrua Financial, LLC
DECREASED
Shares2,347 from 2,377
Change-30 (-1%)
Value$239.9K (-$23.0K)
Filed 2026-10-28
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,340 from 2,364
Change-24 (-1%)
Value$239.2K (-$22.4K)
Filed 2026-11-02
MBL Wealth, LLC
NEW
Shares2,339
Change+2,339
Value$239.1K
Filed 2026-10-22
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares2,328 from 2,328
Change0 (0%)
Value$257.5K ($0)
Filed 2026-10-15
Manske Wealth Management
UNCHANGED
Shares2,310 from 2,310
Change0 (0%)
Value$236.1K (-$19.5K)
Filed 2026-10-26
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$235.1K (-$19.4K)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares2,277 from 2,855
Change-578 (-20%)
Value$232.7K (-$83.1K)
Filed 2026-10-15
Wedgewood Investors Inc
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$232.0K (-$19.1K)
Filed 2026-10-28
Heritage Family Offices, LLP
INCREASED
Shares2,265 from 2,096
Change+169 (+8%)
Value$231.5K (-$373)
Filed 2026-11-02
Annex Advisory Services, LLC
INCREASED
Shares2,263 from 1,852
Change+411 (+22%)
Value$231.3K (+$26.5K)
Filed 2026-10-16
Florida Trust Wealth Management Co
INCREASED
Shares2,251 from 2,151
Change+100 (+5%)
Value$230.1K (-$7.9K)
Filed 2026-11-05
Mainsail Asset Management, LLC
INCREASED
Shares2,246 from 1,804
Change+442 (+25%)
Value$236.1K (+$33.4K)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
INCREASED
Shares2,242 from 2,240
Change+2 (+0%)
Value$229.2K (-$18.7K)
Filed 2026-10-22
Aspiriant, LLC
INCREASED
Shares2,233 from 1,915
Change+318 (+17%)
Value$228.3K (+$16.4K)
Filed 2026-10-16
Childress Capital Advisors, LLC
DECREASED
Shares2,233 from 2,318
Change-85 (-4%)
Value$228.2K (-$28.2K)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
DECREASED
Shares2,223 from 2,423
Change-200 (-8%)
Value$227.2K (-$40.8K)
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares2,222 from 2,222
Change0 (0%)
Value$227.1K (-$18.7K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$225.9K (-$18.6K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
NEW
Shares2,210
Change+2,210
Value$225.9K
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
INCREASED
Shares2,206 from 2,167
Change+39 (+2%)
Value$225.5K (-$14.3K)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$224.9K (-$18.5K)
Filed 2026-11-03
Evanson Financial, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$224.9K (-$18.5K)
Filed 2026-10-23
Biltmore Family Office, LLC
DECREASED
Shares2,188 from 2,198
Change-10 (0%)
Value$223.6K (-$19.5K)
Filed 2026-11-03
Next Level Private LLC
INCREASED
Shares2,174 from 2,062
Change+112 (+5%)
Value$222.2K (-$5.8K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
DECREASED
Shares2,165 from 2,437
Change-272 (-11%)
Value$221.3K (-$48.3K)
Filed 2026-10-15
SYM Financial Corp
INCREASED
Shares2,158 from 2,056
Change+102 (+5%)
Value$220.5K (-$6.9K)
Filed 2026-10-26
Carolina Wealth Management Inc
DECREASED
Shares2,150 from 2,155
Change-5 (0%)
Value$219.8K (-$18.7K)
Filed 2026-10-29
Cadinha & Co LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$219.8K (-$18.1K)
Filed 2026-10-22
Seamount Financial Group Inc
UNCHANGED
Shares2,137 from 2,137
Change0 (0%)
Value$218.4K (-$18.0K)
Filed 2026-10-21
Mission Wealth Management, LP
DECREASED
Shares2,131 from 5,704
Change-3,573 (-63%)
Value$217.8K (-$413.3K)
Filed 2026-10-15
Parkside Financial Bank & Trust
INCREASED
Shares2,130 from 1,934
Change+196 (+10%)
Value$217.7K (+$3.7K)
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares2,125 from 2,200
Change-75 (-3%)
Value$217.2K (-$26.2K)
Filed 2026-10-23
Victrix Investment Advisors
UNCHANGED
Shares2,117 from 2,117
Change0 (0%)
Value$216.4K (-$17.8K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
DECREASED
Shares2,094 from 2,112
Change-18 (-1%)
Value$214.0K (-$19.6K)
Filed 2026-10-26
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares2,089 from 2,089
Change0 (0%)
Value$213.5K (-$17.6K)
Filed 2026-10-28
HCR Wealth Advisors
INCREASED
Shares2,081 from 2,056
Change+25 (+1%)
Value$212.7K (-$14.8K)
Filed 2026-10-15
Embree Financial Group
DECREASED
Shares2,080 from 2,200
Change-120 (-5%)
Value$212.6K (-$30.8K)
Filed 2026-10-22
Chemistry Wealth Management LLC
DECREASED
Shares2,071 from 2,210
Change-139 (-6%)
Value$211.6K (-$32.9K)
Filed 2026-10-16
Axiom Investment Management LLC
DECREASED
Shares2,066 from 10,720
Change-8,654 (-81%)
Value$211.0K (-$974.9K)
Filed 2026-11-03
Commons Capital, LLC
INCREASED
Shares2,046 from 2,042
Change+4 (+0%)
Value$209.2K (-$16.7K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
DECREASED
Shares2,041 from 2,210
Change-169 (-8%)
Value$208.6K (-$35.9K)
Filed 2026-11-02
Victory Financial Group, LLC
NEW
Shares2,032
Change+2,032
Value$207.7K
Filed 2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED
Shares2,031 from 2,031
Change0 (0%)
Value$207.6K (-$17.1K)
Filed 2026-10-22
Simon Quick Advisors, LLC
DECREASED
Shares2,030 from 2,458
Change-428 (-17%)
Value$207.5K (-$64.4K)
Filed 2026-10-26
Bill Few Associates, Inc.
INCREASED
Shares2,027 from 2,022
Change+5 (+0%)
Value$207.2K (-$16.6K)
Filed 2026-10-09
Blodgett Wealth Advisors, LLC
DECREASED
Shares2,000 from 3,000
Change-1,000 (-33%)
Value$204.4K (-$127.5K)
Filed 2026-10-23
Hunter Associates Investment Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$204.0K (-$17.0K)
Filed 2026-10-26
Clay Northam Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$204.4K (-$16.8K)
Filed 2026-10-13
Trail Ridge Investment Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$204.4K (-$16.8K)
Filed 2026-10-16
Emprise Bank
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$204.4K (-$16.8K)
Filed 2026-10-07
Ascentis Wealth Management, LLC
DECREASED
Shares1,997 from 2,385
Change-388 (-16%)
Value$204.1K (-$59.7K)
Filed 2026-11-03
C2c Wealth Management, LLC
INCREASED
Shares1,993 from 1,989
Change+4 (+0%)
Value$203.7K (-$16.3K)
Filed 2026-10-20
Armor Investment Advisors, LLC
INCREASED
Shares1,992 from 1,987
Change+5 (+0%)
Value$203.6K (-$16.2K)
Filed 2026-10-27
Radnor Capital Management, LLC
UNCHANGED
Shares1,988 from 1,988
Change0 (0%)
Value$203.2K (-$16.7K)
Filed 2026-10-23
Smith Salley Wealth Management
NEW
Shares1,985
Change+1,985
Value$202.9K
Filed 2026-11-03
LVW Advisors, LLC
DECREASED
Shares1,981 from 2,012
Change-31 (-2%)
Value$202.5K (-$20.1K)
Filed 2026-10-19
Enterprise Financial Services Corp
NEW
Shares1,978
Change+1,978
Value$202.2K
Filed 2026-11-03
Verdence Capital Advisors LLC
NEW
Shares1,977
Change+1,977
Value$202.0K
Filed 2026-10-26
Montecito Bank & Trust
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$201.2K (-$16.6K)
Filed 2026-10-01
Kelleher Financial Advisors
DECREASED
Shares1,873 from 3,746
Change-1,873 (-50%)
Value$191.4K (-$223.0K)
Filed 2026-10-30
Alpha Family Trust
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$205.8K ($0)
Filed 2026-11-04
Formidable Asset Management, LLC
UNCHANGED
Shares1,837 from 1,837
Change0 (0%)
Value$203.2K (-$4.7K)
Filed 2026-11-03
Bokf, NA
INCREASED
Shares1,836 from 1,835
Change+1 (+0%)
Value$187.7K (-$15.3K)
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares1,833 from 1,629
Change+204 (+13%)
Value$187.4K (+$7.1K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,803 from 1,803
Change0 (0%)
Value$184.3K (-$15.2K)
Filed 2026-10-05
Bangor Savings Bank
DECREASED
Shares1,741 from 1,788
Change-47 (-3%)
Value$177.9K (-$19.9K)
Filed 2026-10-06
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,636 from 1,636
Change0 (0%)
Value$167.2K (-$13.8K)
Filed 2026-10-30
Blue Trust, Inc.
DECREASED
Shares1,589 from 2,449
Change-860 (-35%)
Value$162.4K (-$108.5K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares1,561
Change+1,561
Value$159.6K
Filed 2026-10-21
Triumph Capital Management
INCREASED
Shares1,538 from 1,473
Change+65 (+4%)
Value$157.2K (-$5.8K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
INCREASED
Shares1,461 from 1,072
Change+389 (+36%)
Value$149.3K (+$30.7K)
Filed 2026-10-07
Golden State Wealth Management, LLC
INCREASED
Shares1,397 from 1,396
Change+1 (+0%)
Value$142.8K (-$11.7K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,393 from 788
Change+605 (+77%)
Value$142.4K (+$55.2K)
Filed 2026-10-27
Oakworth Capital, Inc.
INCREASED
Shares1,381 from 1,220
Change+161 (+13%)
Value$141.2K (+$6.1K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
DECREASED
Shares1,312 from 1,350
Change-38 (-3%)
Value$134.1K (-$15.2K)
Filed 2026-10-20
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$132.9K (-$10.9K)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$131.3K (-$10.8K)
Filed 2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$121.1K (-$10.0K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,176 from 1,167
Change+9 (+1%)
Value$120.2K (-$8.9K)
Filed 2026-10-27
Deseret Mutual Benefit Administrators
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$119.7K (-$9.9K)
Filed 2026-11-04
Bayforest Capital Ltd
DECREASED
Shares1,151 from 1,260
Change-109 (-9%)
Value$117.6K (-$21.8K)
Filed 2026-11-03
Cromwell Holdings LLC
DECREASED
Shares1,131 from 1,177
Change-46 (-4%)
Value$115.6K (-$14.6K)
Filed 2026-10-28
Syntax Research, Inc.
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$113.9K (-$9.4K)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares1,113
Change+1,113
Value$113.7K
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,086 from 1,231
Change-145 (-12%)
Value$111.0K (-$25.2K)
Filed 2026-10-05
First Bancorp, Inc
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$108.3K (-$8.9K)
Filed 2026-10-26
Cullen T Bankers, Inc.
DECREASED
Shares1,059 from 1,102
Change-43 (-4%)
Value$108.2K (-$13.6K)
Filed 2026-10-28
Hussman Strategic Advisors, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$102.2K (-$8.4K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
DECREASED
Shares985 from 1,081
Change-96 (-9%)
Value$100.6K (-$19.0K)
Filed 2026-10-15
Hanson & Doremus Investment Management
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$101.0K (-$8.0K)
Filed 2026-10-16
Jnba Financial Advisors
INCREASED
Shares973 from 320
Change+653 (+204%)
Value$99.5K (+$64.0K)
Filed 2026-11-03
Blume Capital Management, Inc.
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$99.2K (-$8.2K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
INCREASED
Shares938 from 788
Change+150 (+19%)
Value$95.9K (+$8.7K)
Filed 2026-11-02
Centerpoint Advisors, LLC
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$96.0K (-$7.0K)
Filed 2026-11-05
Union Savings Bank
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$92.7K (-$7.6K)
Filed 2026-10-14
Trust Co of Toledo NA
DECREASED
Shares903 from 1,103
Change-200 (-18%)
Value$92.3K (-$29.7K)
Filed 2026-10-16
True Wealth Design, LLC
DECREASED
Shares875 from 947
Change-72 (-8%)
Value$89.4K (-$15.3K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
INCREASED
Shares852 from 846
Change+6 (+1%)
Value$87.1K (-$6.5K)
Filed 2026-10-13
POM Investment Strategies, LLC
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$86.4K (-$7.1K)
Filed 2026-10-20
PFS Partners, LLC
INCREASED
Shares836 from 745
Change+91 (+12%)
Value$85.5K (+$3.0K)
Filed 2026-10-21
William Mack & Associates, Inc.
NEW
Shares819
Change+819
Value$83.7K
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$83.7K (-$6.9K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$83.4K (-$6.9K)
Filed 2026-10-13
Rachor Investment Advisory Services, LLC
INCREASED
Shares768 from 767
Change+1 (+0%)
Value$78.5K (-$6.4K)
Filed 2026-10-29
First Horizon Corp
DECREASED
Shares704 from 724
Change-20 (-3%)
Value$72.0K (-$8.1K)
Filed 2026-10-26
First Community Trust NA
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$71.5K (-$5.9K)
Filed 2026-10-07
Center for Financial Planning, Inc.
INCREASED
Shares695 from 456
Change+239 (+52%)
Value$71.0K (+$20.6K)
Filed 2026-10-26
Covestor Ltd
DECREASED
Shares670 from 916
Change-246 (-27%)
Value$69.0K (-$32.0K)
Filed 2026-10-30
Fortitude Family Office, LLC
INCREASED
Shares661 from 646
Change+15 (+2%)
Value$67.6K (-$3.9K)
Filed 2026-10-14
Citizens National Bank Trust Department
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$67.5K (-$5.6K)
Filed 2026-11-04
Hilltop National Bank
DECREASED
Shares657 from 1,015
Change-358 (-35%)
Value$67.2K (-$45.1K)
Filed 2026-10-14
Chilton Capital Management LLC
DECREASED
Shares653 from 733
Change-80 (-11%)
Value$66.7K (-$14.3K)
Filed 2026-10-28
Central Pacific Bank - Trust Division
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$66.4K (-$5.5K)
Filed 2026-10-06
Nova Financial LLC
NEW
Shares647
Change+647
Value$66.1K
Filed 2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$65.7K (-$5.4K)
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares636 from 535
Change+101 (+19%)
Value$65.0K (+$6.6K)
Filed 2026-10-30
Bfsg, LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$61.7K (-$5.1K)
Filed 2026-10-30
United Community Bank
DECREASED
Shares600 from 604
Change-4 (-1%)
Value$61.3K (-$5.5K)
Filed 2026-10-28
Private Wealth Management Group, LLC
INCREASED
Shares593 from 196
Change+397 (+203%)
Value$60.6K (+$38.9K)
Filed 2026-10-19
Hurley Capital, LLC
INCREASED
Shares591 from 587
Change+4 (+1%)
Value$60.5K (-$4.4K)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$59.9K (-$4.9K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
NEW
Shares583
Change+583
Value$59.6K
Filed 2026-10-30
Evermay Wealth Management LLC
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$59.4K (-$4.9K)
Filed 2026-11-05
Smallwood Wealth Investment Management, LLC
INCREASED
Shares572 from 532
Change+40 (+8%)
Value$58.5K (-$392)
Filed 2026-10-30
Buck Wealth Strategies, LLC
DECREASED
Shares568 from 624
Change-56 (-9%)
Value$58.1K (-$10.9K)
Filed 2026-10-28
CGC Financial Services, LLC
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$55.8K (-$4.6K)
Filed 2026-10-13
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$54.3K (-$4.5K)
Filed 2026-10-05
Silver Grove Financial Group, Inc.
INCREASED
Shares512 from 410
Change+102 (+25%)
Value$52.4K (+$7.0K)
Filed 2026-11-05
DecisionPoint Financial, LLC
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$52.2K (-$3.8K)
Filed 2026-10-27
Peoples Financial Services Corp.
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$51.3K (-$4.2K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares501 from 598
Change-97 (-16%)
Value$51.0K (-$15.0K)
Filed 2026-10-23
Curat Global, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$51.1K (-$4.2K)
Filed 2026-10-26
West Financial Advisors, LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$48.2K (-$4.0K)
Filed 2026-10-22
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares466 from 496
Change-30 (-6%)
Value$48.0K (-$7.0K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares450 from 3,268
Change-2,818 (-86%)
Value$46.0K (-$315.5K)
Filed 2026-11-04
West Branch Capital LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$46.0K (-$3.8K)
Filed 2026-10-20
Hickory Point Bank & Trust
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$45.5K (-$3.7K)
Filed 2026-10-01
Pension & Wealth Management Advisors, Inc.
NEW
Shares418
Change+418
Value$42.7K
Filed 2026-10-16
Abound Wealth Management
INCREASED
Shares418 from 5
Change+413 (+8260%)
Value$42.7K (+$42.2K)
Filed 2026-10-26
Valley National Advisers Inc
INCREASED
Shares408 from 406
Change+2 (+0%)
Value$41.7K (-$3.2K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$40.9K (-$3.4K)
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares398 from 426
Change-28 (-7%)
Value$40.7K (-$6.4K)
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$37.4K (-$3.1K)
Filed 2026-10-20
Manchester Capital Management LLC
DECREASED
Shares333 from 377
Change-44 (-12%)
Value$34.0K (-$7.7K)
Filed 2026-10-22
IFS Advisors, LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$33.9K (-$2.8K)
Filed 2026-10-14
Costello Asset Management, Inc
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$33.7K (-$2.8K)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$33.5K (-$2.8K)
Filed 2026-11-05
Duncker Streett & Co Inc
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$33.1K (-$2.7K)
Filed 2026-10-27
Westside Investment Management, Inc.
INCREASED
Shares317 from 124
Change+193 (+156%)
Value$32.5K (+$18.8K)
Filed 2026-11-02
GoalVest Advisory LLC
INCREASED
Shares306 from 170
Change+136 (+80%)
Value$31.3K (+$12.5K)
Filed 2026-10-02
Financial Network Wealth Advisors LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$31.1K (-$2.6K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
INCREASED
Shares277 from 205
Change+72 (+35%)
Value$28 (+$5)
Filed 2026-10-27
Dorato Capital Management
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$28.9K (-$1.8K)
Filed 2026-10-08
Alpine Bank Wealth Management
DECREASED
Shares267 from 290
Change-23 (-8%)
Value$27.3K (-$4.8K)
Filed 2026-10-16
Salomon & Ludwin, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$27.1K (-$2.3K)
Filed 2026-10-29
First Premier Bank
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$27.0K (-$2.0K)
Filed 2026-10-13
William B. Walkup & Associates, Inc.
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$25.8K (-$2.1K)
Filed 2026-11-05
Activest Wealth Management
INCREASED
Shares250 from 141
Change+109 (+77%)
Value$25.6K (+$10.0K)
Filed 2026-10-15
Towne Trust Company, N.a
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$25.6K (-$2.1K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares236 from 256
Change-20 (-8%)
Value$24.1K (-$4.2K)
Filed 2026-10-07
Atwood & Palmer Inc
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$23.7K (-$2.0K)
Filed 2026-10-08
Maryland Capital Advisors Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$23.5K (-$1.9K)
Filed 2026-10-15
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$22.7K (-$1.9K)
Filed 2026-10-19
Quaker Wealth Management, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$22.7K (-$1.9K)
Filed 2026-10-22
High Note Wealth, LLC
INCREASED
Shares220 from 204
Change+16 (+8%)
Value$22.5K (-$83)
Filed 2026-10-27
Byrne Asset Management LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$22.3K (-$1.5K)
Filed 2026-10-06
Adirondack Trust Co
DECREASED
Shares213 from 231
Change-18 (-8%)
Value$21.8K (-$3.8K)
Filed 2026-10-14
Highline Wealth Partners LLC
INCREASED
Shares201 from 105
Change+96 (+91%)
Value$20.5K (+$8.9K)
Filed 2026-10-19
Holos Integrated Wealth LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.9K (-$660)
Filed 2026-10-23
Blueline Advisors LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$20.2K (-$1.7K)
Filed 2026-10-15
Raleigh Capital Management Inc.
DECREASED
Shares191 from 212
Change-21 (-10%)
Value$19.5K (-$4.0K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares190 from 152
Change+38 (+25%)
Value$19.5K (+$2.6K)
Filed 2026-10-29
Bell Investment Advisors, Inc
INCREASED
Shares181 from 179
Change+2 (+1%)
Value$18.5K (-$1.3K)
Filed 2026-10-29
Sawyer & Company, Inc
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$17.9K (-$1.5K)
Filed 2026-10-21
Meriwether Wealth & Planning, LLC
NEW
Shares170
Change+170
Value$17.4K
Filed 2026-10-13
Markowski Investments
INCREASED
Shares168 from 167
Change+1 (+1%)
Value$17.1K (-$1.3K)
Filed 2026-10-30
Joseph Group Capital Management
INCREASED
Shares163 from 134
Change+29 (+22%)
Value$16.7K (+$1.8K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$15.7K (-$1.3K)
Filed 2026-10-23
Montgomery Financial Services LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$15.3K (-$1.3K)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares149
Change+149
Value$15.3K
Filed 2026-10-27
West Paces Advisors Inc.
DECREASED
Shares140 from 145
Change-5 (-3%)
Value$14.3K (-$1.7K)
Filed 2026-10-13
Grove Bank & Trust
INCREASED
Shares137 from 98
Change+39 (+40%)
Value$14.0K (+$3.2K)
Filed 2026-10-08
Trust Co
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$13.3K (-$1.1K)
Filed 2026-10-09
Fairscale Capital, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$15.0K (+$776)
Filed 2026-11-04
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares125 from 124
Change+1 (+1%)
Value$12.8K (-$938)
Filed 2026-10-28
Owl Creek Wealth Partners LLC
DECREASED
Shares123 from 133
Change-10 (-8%)
Value$12.6K (-$2.1K)
Filed 2026-10-20
Bare Financial Services, Inc
INCREASED
Shares115 from 108
Change+7 (+6%)
Value$11.8K (-$193)
Filed 2026-11-04
JFS Wealth Advisors, LLC
INCREASED
Shares114 from 111
Change+3 (+3%)
Value$11.7K (-$624)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares111
Change+111
Value$11.4K
Filed 2026-10-09
Hughes Financial Services, LLC
INCREASED
Shares110 from 47
Change+63 (+134%)
Value$12.7K (+$7.5K)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares107
Change+107
Value$10.9K
Filed 2026-10-19
Latitude Advisors, LLC
NEW
Shares100
Change+100
Value$10.2K
Filed 2026-10-27
CrossGen Wealth, LLC
DECREASED
Shares100 from 150
Change-50 (-33%)
Value$10.2K (-$6.4K)
Filed 2026-10-30
Gilpin Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.2K (-$842)
Filed 2026-10-09
Kennebec Savings Bank
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$9.6K (-$791)
Filed 2026-10-22
PayPay Securities Corp
NEW
Shares93
Change+93
Value$9.5K
Filed 2026-10-27
Financial Management Professionals, Inc.
INCREASED
Shares83 from 73
Change+10 (+14%)
Value$8.5K (+$407)
Filed 2026-10-23
Pittenger & Anderson Inc
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$8.5K (-$699)
Filed 2026-11-02
IMG Wealth Management, Inc.
INCREASED
Shares82 from 12
Change+70 (+583%)
Value$8.4K (+$7.1K)
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares82 from 97
Change-15 (-15%)
Value$8.4K (-$2.4K)
Filed 2026-10-28
Richardson Financial Services Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.2K (-$675)
Filed 2026-10-30
Steph & Co
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.2K (-$673)
Filed 2026-10-07
Vermillion Wealth Management, Inc.
DECREASED
Shares74 from 594
Change-520 (-88%)
Value$7.6K (-$58.1K)
Filed 2026-10-26
Mascoma Wealth Management LLC
INCREASED
Shares66 from 4
Change+62 (+1550%)
Value$6.7K (+$6.3K)
Filed 2026-10-23
Wolff Wiese Magana LLC
DECREASED
Shares65 from 102
Change-37 (-36%)
Value$6.6K (-$4.6K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED
Shares64 from 53
Change+11 (+21%)
Value$6.5K (+$678)
Filed 2026-11-03
NorthAvenue LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$6.5K (-$539)
Filed 2026-10-29
Arlington Trust Co LLC
DECREASED
Shares63 from 447
Change-384 (-86%)
Value$6.4K (-$43.0K)
Filed 2026-10-20
USA Financial Formulas
NEW
Shares61
Change+61
Value$6.2K
Filed 2026-10-16
Maseco LLP
NEW
Shares60
Change+60
Value$6.1K
Filed 2026-10-27
Brown, Lisle Ings, Inc.
DECREASED
Shares56 from 106
Change-50 (-47%)
Value$5.7K (-$6.0K)
Filed 2026-10-16
Putney Financial Group LLC
NEW
Shares55
Change+55
Value$5.6K
Filed 2026-10-30
Aspect Partners, LLC
DECREASED
Shares54 from 84
Change-30 (-36%)
Value$5.5K (-$3.8K)
Filed 2026-10-20
James T. Borello RIA
DECREASED
Shares52 from 89
Change-37 (-42%)
Value$5.3K (-$4.5K)
Filed 2026-10-16
Proathlete Wealth Management LLC
NEW
Shares51
Change+51
Value$5.2K
Filed 2026-10-15
Marquette Asset Management, LLC
DECREASED
Shares51 from 59
Change-8 (-14%)
Value$5.2K (-$1.3K)
Filed 2026-10-09
Bank of New Hampshire
DECREASED
Shares50 from 100
Change-50 (-50%)
Value$5.1K (-$6.0K)
Filed 2026-10-06
Cornerstone National Bank & Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.2K (-$373)
Filed 2026-10-20
Godsey & Gibb, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.1K (-$421)
Filed 2026-10-14
Clark Wealth Partners
INCREASED
Shares48 from 42
Change+6 (+14%)
Value$4.9K (+$260)
Filed 2026-10-19
J.Safra Asset Management Corp
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.9K (-$404)
Filed 2026-11-03
RMG Wealth Management LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.6K (+$311)
Filed 2026-10-26
KFG LLC
NEW
Shares38
Change+38
Value$3.9K
Filed 2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares38 from 37,500
Change-37,462 (-100%)
Value$3.9K (-$4.1M)
Filed 2026-10-15
Retirement Wealth Solutions LLC
INCREASED
Shares38 from 18
Change+20 (+111%)
Value$3.9K (+$1.9K)
Filed 2026-10-07
Wilkerson Advisory Group LLC
DECREASED
Shares38 from 41
Change-3 (-7%)
Value$3.9K (-$652)
Filed 2026-10-20
Roxbury Financial LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.9K (-$322)
Filed 2026-10-01
Toth Financial Advisory Corp
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$3.8K (-$312)
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
DECREASED
Shares36 from 41
Change-5 (-12%)
Value$3.7K (-$856)
Filed 2026-11-04
New England Capital Financial Advisors LLC
NEW
Shares33
Change+33
Value$3.4K
Filed 2026-11-03
Ares Financial Consulting, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.1K (-$253)
Filed 2026-10-19
American National Bank & Trust
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.1K (-$252)
Filed 2026-10-07
Horizon Financial Services, LLC
NEW
Shares29
Change+29
Value$3.0K
Filed 2026-11-04
Pacifica Partners Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$3.0K (-$305)
Filed 2026-10-09
Torren Management, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$3.0K (-$220)
Filed 2026-10-29
Creative Capital Management Investments LLC
INCREASED
Shares28 from 24
Change+4 (+17%)
Value$2.9K (+$207)
Filed 2026-10-28
Financial Consulate, Inc
DECREASED
Shares25 from 28
Change-3 (-11%)
Value$2.6K (-$542)
Filed 2026-10-23
Bear Mountain Capital, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.8K (+$31)
Filed 2026-11-04
Country Trust Bank
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.6K (-$211)
Filed 2026-10-30
Three Bridge Wealth Advisors, LLC
NEW
Shares24
Change+24
Value$2.5K
Filed 2026-11-05
Breakwater Investment Management
DECREASED
Shares22 from 47
Change-25 (-53%)
Value$2.2K (-$3.0K)
Filed 2026-10-20
Planning Strategies Inc.
INCREASED
Shares22 from 21
Change+1 (+5%)
Value$2.2K (-$74)
Filed 2026-10-02
Burk Holdings LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.2K (-$185)
Filed 2026-11-05
1620 Investment Advisors, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.0K (-$169)
Filed 2026-11-04
St. Johns Investment Management Company, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.0K (-$169)
Filed 2026-10-30
Nvwm, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.8K (-$151)
Filed 2026-10-14
WestEnd Advisors, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.7K (-$143)
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
NEW
Shares14
Change+14
Value$1.4K
Filed 2026-10-14
Security National Bank
NEW
Shares14
Change+14
Value$1.4K
Filed 2026-10-26
Nemes Rush Group LLC
DECREASED
Shares14 from 23
Change-9 (-39%)
Value$1.4K (-$1.1K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.4K (-$118)
Filed 2026-10-16
TFC Financial Management, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.4K (-$118)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
NEW
Shares12
Change+12
Value$1.2K
Filed 2026-11-02
Downshift Financial, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.0K (-$84)
Filed 2026-10-13
Davis Capital Management
DECREASED
Shares8 from 12
Change-4 (-33%)
Value$818 (-$510)
Filed 2026-10-08
Rakuten Securities, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$818 (-$67)
Filed 2026-11-02
Align Financial, LLC
NEW
Shares4
Change+4
Value$409
Filed 2026-10-16
Sunrise Financial Services, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$409 (-$34)
Filed 2026-10-21
Caitong International Asset Management Co., Ltd
NEW
Shares3
Change+3
Value$307
Filed 2026-10-29
Mosley Wealth Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$330 (-$2)
Filed 2026-10-16
Redwood Park Advisors LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$307 (-$25)
Filed 2026-11-02
Leonteq Securities AG
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$204 (-$17)
Filed 2026-10-29
Wedge Capital Management L L P
CLOSED
Shares0 from 133,433
Change-133,433 (-100%)
Value$0 (-$14.8M)
Filed 2026-10-13
Convergence Investment Partners, LLC
CLOSED
Shares0 from 19,877
Change-19,877 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-28
Smith Group Asset Management, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$553.2K)
Filed 2026-10-27
Simplex Trading, LLC
CLOSED
Shares0 from 4,442
Change-4,442 (-100%)
Value$0 (-$491.4K)
Filed 2026-11-04
Wagner Wealth Management, Corp
CLOSED
Shares0 from 3,987
Change-3,987 (-100%)
Value$0 (-$441.1K)
Filed 2026-10-20
Milestone Asset Management, LLC
CLOSED
Shares0 from 3,939
Change-3,939 (-100%)
Value$0 (-$435.8K)
Filed 2026-10-15
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 3,761
Change-3,761 (-100%)
Value$0 (-$415.9K)
Filed 2026-10-26
Waycross Partners, LLC
CLOSED
Shares0 from 3,604
Change-3,604 (-100%)
Value$0 (-$398.7K)
Filed 2026-11-03
Royal Fund Management, LLC
CLOSED
Shares0 from 3,292
Change-3,292 (-100%)
Value$0 (-$364.2K)
Filed 2026-10-22
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,932
Change-2,932 (-100%)
Value$0 (-$324.4K)
Filed 2026-11-03
Csenge Advisory Group
CLOSED
Shares0 from 2,532
Change-2,532 (-100%)
Value$0 (-$280.1K)
Filed 2026-11-04
Premier Path Wealth Partners, LLC
CLOSED
Shares0 from 2,438
Change-2,438 (-100%)
Value$0 (-$269.7K)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,096
Change-2,096 (-100%)
Value$0 (-$231.9K)
Filed 2026-10-27
Orange Investment Advisors, Inc.
CLOSED
Shares0 from 2,057
Change-2,057 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-23
Aprio Wealth Management, LLC
CLOSED
Shares0 from 2,041
Change-2,041 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-28
Fermata Advisors, LLC
CLOSED
Shares0 from 2,037
Change-2,037 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 2,013
Change-2,013 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-26
Sound Income Strategies, LLC
CLOSED
Shares0 from 1,993
Change-1,993 (-100%)
Value$0 (-$220.5K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 1,991
Change-1,991 (-100%)
Value$0 (-$220.3K)
Filed 2026-10-13
Americana Partners, LLC
CLOSED
Shares0 from 1,990
Change-1,990 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-28
Boston Common Asset Management, LLC
CLOSED
Shares0 from 1,970
Change-1,970 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-13
55 North Private Wealth, LLC
CLOSED
Shares0 from 1,945
Change-1,945 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-20
Masterinvest Kapitalanlage GmbH
CLOSED
Shares0 from 1,923
Change-1,923 (-100%)
Value$0 (-$212.7K)
Filed 2026-11-03
Sage Capital Management, LLC
CLOSED
Shares0 from 1,913
Change-1,913 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-20
Syverson Strege & Co
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$210.2K)
Filed 2026-11-02
Green Ridge Wealth Planning LLC
CLOSED
Shares0 from 1,882
Change-1,882 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-08
Iowa State Bank
CLOSED
Shares0 from 1,880
Change-1,880 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-06
Peak Financial Management, Inc.
CLOSED
Shares0 from 1,878
Change-1,878 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-16
Family Legacy, Inc.
CLOSED
Shares0 from 1,875
Change-1,875 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-13
Alchemi Wealth, LLC
CLOSED
Shares0 from 1,873
Change-1,873 (-100%)
Value$0 (-$207.2K)
Filed 2026-11-04
Lake Street Private Wealth, LLC
CLOSED
Shares0 from 1,852
Change-1,852 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-22
Family Office Research LLC
CLOSED
Shares0 from 1,849
Change-1,849 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-14
Accurate Wealth Management, LLC
CLOSED
Shares0 from 1,844
Change-1,844 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-20
Nilsine Partners, LLC
CLOSED
Shares0 from 1,836
Change-1,836 (-100%)
Value$0 (-$203.1K)
Filed 2026-11-02
Mcrae Capital Management Inc
CLOSED
Shares0 from 1,825
Change-1,825 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-15
Sanchez Gaunt Capital Management, LLC
CLOSED
Shares0 from 1,809
Change-1,809 (-100%)
Value$0 (-$200.1K)
Filed 2026-11-03
Family Legacy Financial Solutions, LLC
CLOSED
Shares0 from 1,484
Change-1,484 (-100%)
Value$0 (-$164.1K)
Filed 2026-10-07
Summit Securities Group LLC
CLOSED
Shares0 from 1,313
Change-1,313 (-100%)
Value$0 (-$145.3K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,212
Change-1,212 (-100%)
Value$0 (-$134.1K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$110.6K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 970
Change-970 (-100%)
Value$0 (-$107.3K)
Filed 2026-10-29
Birchbrook, Inc.
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$99.6K)
Filed 2026-10-14
Northstar Asset Management Co
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$90.4K)
Filed 2026-10-22
Gleason Group, Inc.
CLOSED
Shares0 from 764
Change-764 (-100%)
Value$0 (-$84.6K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 762
Change-762 (-100%)
Value$0 (-$84.3K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 711
Change-711 (-100%)
Value$0 (-$79.7K)
Filed 2026-10-16
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$51.8K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$23.2K)
Filed 2026-10-14
Stone House Investment Management, LLC
CLOSED
Shares0 from 152
Change-152 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-23
NBT Bank, N.A.
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-21
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$10.3K)
Filed 2026-11-03
Barnes Dennig Private Wealth Management LLC
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-04
Navigoe, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 ($0)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$450)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$111)
Filed 2026-10-21
BlackRock, Inc.
N/A
Shares— from 41,665,829
Change-41,665,829 (-100%)
Value—
State Street Corp
N/A
Shares— from 25,094,015
Change-25,094,015 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 24,085,197
Change-24,085,197 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 19,117,849
Change-19,117,849 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 10,685,732
Change-10,685,732 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 8,418,678
Change-8,418,678 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 6,771,976
Change-6,771,976 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 5,638,183
Change-5,638,183 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,518,074
Change-5,518,074 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,847,672
Change-4,847,672 (-100%)
Value—
Norges Bank
N/A
Shares— from 4,671,271
Change-4,671,271 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,468,517
Change-4,468,517 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,972,340
Change-3,972,340 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,726,451
Change-3,726,451 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 3,559,014
Change-3,559,014 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,557,080
Change-3,557,080 (-100%)
Value—
Atlas Infrastructure Partners (UK) Ltd.
N/A
Shares— from 3,418,444
Change-3,418,444 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,396,206
Change-3,396,206 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,251,331
Change-3,251,331 (-100%)
Value—
Amundi
N/A
Shares— from 2,860,038
Change-2,860,038 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,562,876
Change-2,562,876 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,244,443
Change-2,244,443 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,072,053
Change-2,072,053 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,069,503
Change-2,069,503 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,978,908
Change-1,978,908 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,749,513
Change-1,749,513 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,529,164
Change-1,529,164 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,496,457
Change-1,496,457 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,461,379
Change-1,461,379 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 1,388,306
Change-1,388,306 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,347,466
Change-1,347,466 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 1,325,484
Change-1,325,484 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,156,533
Change-1,156,533 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,039,200
Change-1,039,200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,022,976
Change-1,022,976 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 974,276
Change-974,276 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 935,900
Change-935,900 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 846,852
Change-846,852 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 837,460
Change-837,460 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 798,718
Change-798,718 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 796,971
Change-796,971 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 794,867
Change-794,867 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 789,173
Change-789,173 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 782,033
Change-782,033 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 782,005
Change-782,005 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 755,560
Change-755,560 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 754,978
Change-754,978 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 696,829
Change-696,829 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 626,762
Change-626,762 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 623,641
Change-623,641 (-100%)
Value—
Clean Energy Transition LLP
N/A
Shares— from 619,179
Change-619,179 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 610,473
Change-610,473 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 602,421
Change-602,421 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 601,435
Change-601,435 (-100%)
Value—
National Pension Service
N/A
Shares— from 584,542
Change-584,542 (-100%)
Value—
Aviva PLC
N/A
Shares— from 565,610
Change-565,610 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 558,381
Change-558,381 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 546,359
Change-546,359 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 544,740
Change-544,740 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 541,804
Change-541,804 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 529,130
Change-529,130 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 507,600
Change-507,600 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 497,923
Change-497,923 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 465,083
Change-465,083 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 442,234
Change-442,234 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 439,598
Change-439,598 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 423,270
Change-423,270 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 418,297
Change-418,297 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 414,144
Change-414,144 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 410,364
Change-410,364 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 406,694
Change-406,694 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 404,113
Change-404,113 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 388,158
Change-388,158 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 383,169
Change-383,169 (-100%)
Value—
Maryland State Retirement & Pension System
N/A
Shares— from 369,358
Change-369,358 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 368,128
Change-368,128 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 367,565
Change-367,565 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 367,544
Change-367,544 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 355,801
Change-355,801 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 342,061
Change-342,061 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 334,461
Change-334,461 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 326,040
Change-326,040 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 305,991
Change-305,991 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 304,306
Change-304,306 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 302,842
Change-302,842 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 273,901
Change-273,901 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 273,759
Change-273,759 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 273,028
Change-273,028 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 272,991
Change-272,991 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 270,793
Change-270,793 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 268,201
Change-268,201 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 267,500
Change-267,500 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 266,003
Change-266,003 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 262,485
Change-262,485 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 260,953
Change-260,953 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 260,106
Change-260,106 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 256,578
Change-256,578 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 250,969
Change-250,969 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 246,409
Change-246,409 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 233,409
Change-233,409 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 223,640
Change-223,640 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 214,839
Change-214,839 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 214,494
Change-214,494 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 213,016
Change-213,016 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 212,868
Change-212,868 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 211,809
Change-211,809 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 205,974
Change-205,974 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 204,723
Change-204,723 (-100%)
Value—
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A
Shares— from 204,295
Change-204,295 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 203,492
Change-203,492 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 200,439
Change-200,439 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 196,183
Change-196,183 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 188,665
Change-188,665 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 183,568
Change-183,568 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 178,753
Change-178,753 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 177,805
Change-177,805 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 172,840
Change-172,840 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 170,209
Change-170,209 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 169,287
Change-169,287 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 163,899
Change-163,899 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 162,158
Change-162,158 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 161,490
Change-161,490 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 157,406
Change-157,406 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 156,426
Change-156,426 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 156,346
Change-156,346 (-100%)
Value—
Prudential PLC
N/A
Shares— from 148,823
Change-148,823 (-100%)
Value—
BNP Paribas
N/A
Shares— from 147,662
Change-147,662 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 145,683
Change-145,683 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 137,915
Change-137,915 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 134,977
Change-134,977 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 130,628
Change-130,628 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 126,137
Change-126,137 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 121,618
Change-121,618 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 118,768
Change-118,768 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 115,298
Change-115,298 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 114,406
Change-114,406 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 114,116
Change-114,116 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 106,389
Change-106,389 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 105,916
Change-105,916 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 105,705
Change-105,705 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 105,184
Change-105,184 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 104,400
Change-104,400 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 104,002
Change-104,002 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 103,283
Change-103,283 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 101,578
Change-101,578 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 98,231
Change-98,231 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 96,801
Change-96,801 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 94,950
Change-94,950 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 92,652
Change-92,652 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 90,639
Change-90,639 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 87,416
Change-87,416 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 85,027
Change-85,027 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 84,311
Change-84,311 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 84,010
Change-84,010 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 80,451
Change-80,451 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 80,430
Change-80,430 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 80,391
Change-80,391 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 80,378
Change-80,378 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 79,787
Change-79,787 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 79,238
Change-79,238 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 79,000
Change-79,000 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 77,727
Change-77,727 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 77,546
Change-77,546 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 75,118
Change-75,118 (-100%)
Value—
Stephens Inc
N/A
Shares— from 72,152
Change-72,152 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 71,219
Change-71,219 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 71,149
Change-71,149 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 70,775
Change-70,775 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 69,816
Change-69,816 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 67,618
Change-67,618 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 65,590
Change-65,590 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 64,904
Change-64,904 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 63,797
Change-63,797 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 61,225
Change-61,225 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 60,451
Change-60,451 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 60,250
Change-60,250 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 60,172
Change-60,172 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 58,000
Change-58,000 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 58,000
Change-58,000 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 55,948
Change-55,948 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 55,877
Change-55,877 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 55,840
Change-55,840 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 55,253
Change-55,253 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 54,702
Change-54,702 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 52,202
Change-52,202 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 51,921
Change-51,921 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 51,867
Change-51,867 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 51,553
Change-51,553 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 50,836
Change-50,836 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 50,302
Change-50,302 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 50,250
Change-50,250 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 49,407
Change-49,407 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 47,228
Change-47,228 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 46,287
Change-46,287 (-100%)
Value—
Kettle Hill Capital Management, LLC
N/A
Shares— from 46,027
Change-46,027 (-100%)
Value—
LBP AM SA
N/A
Shares— from 45,841
Change-45,841 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 45,071
Change-45,071 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 44,020
Change-44,020 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 42,998
Change-42,998 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 42,543
Change-42,543 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 41,940
Change-41,940 (-100%)
Value—
Commerce Bank
N/A
Shares— from 41,811
Change-41,811 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 41,051
Change-41,051 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 40,705
Change-40,705 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 40,458
Change-40,458 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 40,048
Change-40,048 (-100%)
Value—
Cherokee Insurance Co
N/A
Shares— from 37,400
Change-37,400 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 37,009
Change-37,009 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 36,016
Change-36,016 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 35,807
Change-35,807 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 35,657
Change-35,657 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 35,439
Change-35,439 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 35,404
Change-35,404 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 34,753
Change-34,753 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 34,618
Change-34,618 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 34,232
Change-34,232 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 34,156
Change-34,156 (-100%)
Value—
Allstate Corp
N/A
Shares— from 33,263
Change-33,263 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,930
Change-32,930 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 31,442
Change-31,442 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 31,357
Change-31,357 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 31,135
Change-31,135 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 31,081
Change-31,081 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 30,873
Change-30,873 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 30,390
Change-30,390 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 30,001
Change-30,001 (-100%)
Value—
Blair William & Co
N/A
Shares— from 29,645
Change-29,645 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 29,607
Change-29,607 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 29,512
Change-29,512 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 29,419
Change-29,419 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 29,375
Change-29,375 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 29,138
Change-29,138 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 28,852
Change-28,852 (-100%)
Value—
Man Group plc
N/A
Shares— from 28,205
Change-28,205 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 28,100
Change-28,100 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 27,814
Change-27,814 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 27,388
Change-27,388 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 27,145
Change-27,145 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 27,144
Change-27,144 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 26,908
Change-26,908 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 26,861
Change-26,861 (-100%)
Value—
&partners
N/A
Shares— from 26,851
Change-26,851 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 26,763
Change-26,763 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 26,487
Change-26,487 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 26,241
Change-26,241 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 25,790
Change-25,790 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 25,125
Change-25,125 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 25,028
Change-25,028 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 24,773
Change-24,773 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 24,674
Change-24,674 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 24,467
Change-24,467 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 24,455
Change-24,455 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 24,310
Change-24,310 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 23,807
Change-23,807 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 23,800
Change-23,800 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 22,875
Change-22,875 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 22,755
Change-22,755 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 22,406
Change-22,406 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 22,363
Change-22,363 (-100%)
Value—
Natixis
N/A
Shares— from 22,267
Change-22,267 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 22,022
Change-22,022 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,977
Change-21,977 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 21,942
Change-21,942 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 21,498
Change-21,498 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 21,120
Change-21,120 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 20,827
Change-20,827 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 20,765
Change-20,765 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 20,699
Change-20,699 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20,495
Change-20,495 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 20,361
Change-20,361 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 20,312
Change-20,312 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 20,311
Change-20,311 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 20,019
Change-20,019 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 19,826
Change-19,826 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 19,340
Change-19,340 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,066
Change-19,066 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 19,024
Change-19,024 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 18,767
Change-18,767 (-100%)
Value—
DC Investments Management, LLC
N/A
Shares— from 18,543
Change-18,543 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 18,443
Change-18,443 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 18,319
Change-18,319 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 18,174
Change-18,174 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 17,972
Change-17,972 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 17,621
Change-17,621 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 17,595
Change-17,595 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 17,349
Change-17,349 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 17,285
Change-17,285 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 17,195
Change-17,195 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 16,935
Change-16,935 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 16,308
Change-16,308 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 16,308
Change-16,308 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 16,289
Change-16,289 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 16,162
Change-16,162 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,040
Change-16,040 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,961
Change-15,961 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 15,897
Change-15,897 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 15,566
Change-15,566 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 15,508
Change-15,508 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,451
Change-15,451 (-100%)
Value—
ING Groep NV
N/A
Shares— from 15,374
Change-15,374 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 15,238
Change-15,238 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,139
Change-15,139 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,093
Change-15,093 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 14,583
Change-14,583 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 14,433
Change-14,433 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 14,424
Change-14,424 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,321
Change-14,321 (-100%)
Value—
Nuance Investments, LLC
N/A
Shares— from 14,030
Change-14,030 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 13,956
Change-13,956 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 13,806
Change-13,806 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 13,776
Change-13,776 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 13,750
Change-13,750 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 13,719
Change-13,719 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 13,714
Change-13,714 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 13,533
Change-13,533 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 13,513
Change-13,513 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 13,358
Change-13,358 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 13,358
Change-13,358 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 13,235
Change-13,235 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 13,170
Change-13,170 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 13,105
Change-13,105 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 13,055
Change-13,055 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 12,843
Change-12,843 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 12,836
Change-12,836 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 12,781
Change-12,781 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,449
Change-12,449 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,358
Change-12,358 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 12,256
Change-12,256 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,179
Change-12,179 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 12,083
Change-12,083 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,031
Change-12,031 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 11,816
Change-11,816 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 11,748
Change-11,748 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 11,746
Change-11,746 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 11,196
Change-11,196 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 11,154
Change-11,154 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 11,072
Change-11,072 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 11,042
Change-11,042 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 11,032
Change-11,032 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 10,906
Change-10,906 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,521
Change-10,521 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 10,478
Change-10,478 (-100%)
Value—
Hazelview Securities Inc.
N/A
Shares— from 10,326
Change-10,326 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 10,220
Change-10,220 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 10,209
Change-10,209 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 10,049
Change-10,049 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 9,989
Change-9,989 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 9,826
Change-9,826 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 9,793
Change-9,793 (-100%)
Value—
Alethea Capital Management, LLC
N/A
Shares— from 9,767
Change-9,767 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,699
Change-9,699 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 9,657
Change-9,657 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,581
Change-9,581 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 9,555
Change-9,555 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,546
Change-9,546 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 9,535
Change-9,535 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 9,492
Change-9,492 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 9,443
Change-9,443 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 9,412
Change-9,412 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 9,376
Change-9,376 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 8,898
Change-8,898 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 8,870
Change-8,870 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,835
Change-8,835 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,689
Change-8,689 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,667
Change-8,667 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 8,602
Change-8,602 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 8,569
Change-8,569 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 8,559
Change-8,559 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,536
Change-8,536 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,452
Change-8,452 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 8,416
Change-8,416 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 8,356
Change-8,356 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 8,322
Change-8,322 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,268
Change-8,268 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,251
Change-8,251 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 8,033
Change-8,033 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,944
Change-7,944 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 7,921
Change-7,921 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 7,896
Change-7,896 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,853
Change-7,853 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,669
Change-7,669 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 7,661
Change-7,661 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 7,595
Change-7,595 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 7,456
Change-7,456 (-100%)
Value—
Invst, LLC
N/A
Shares— from 7,441
Change-7,441 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
Centennial Bank
N/A
Shares— from 7,331
Change-7,331 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,316
Change-7,316 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 6,960
Change-6,960 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,884
Change-6,884 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 6,810
Change-6,810 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
United Bank
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,331
Change-6,331 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 6,265
Change-6,265 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,199
Change-6,199 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,968
Change-5,968 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,930
Change-5,930 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,839
Change-5,839 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 5,747
Change-5,747 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 5,645
Change-5,645 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 5,604
Change-5,604 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,559
Change-5,559 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,557
Change-5,557 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 5,510
Change-5,510 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
Stephen J. Garry & Associates, LLC
N/A
Shares— from 5,452
Change-5,452 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,293
Change-5,293 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Allianz SE
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 5,119
Change-5,119 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,048
Change-5,048 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 4,967
Change-4,967 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
FIL Ltd
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Patrick Mauro Investment Advisor, Inc.
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 4,829
Change-4,829 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,449
Change-4,449 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
Optas, LLC
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
S-Bank Fund Management Ltd
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
United Bank
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
CSS LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 898
Change-898 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 867
Change-867 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 820
Change-820 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 791
Change-791 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 730
Change-730 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 674
Change-674 (-100%)
Value—
S&T Bank
N/A
Shares— from 638
Change-638 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 570
Change-570 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 550
Change-550 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 485
Change-485 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 429
Change-429 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 423
Change-423 (-100%)
Value—
CNB Bank
N/A
Shares— from 417
Change-417 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 400
Change-400 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 393
Change-393 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 337
Change-337 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 330
Change-330 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 327
Change-327 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 271
Change-271 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 253
Change-253 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 250
Change-250 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 230
Change-230 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Ossiam
N/A
Shares— from 219
Change-219 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 163
Change-163 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
NBH Bank
N/A
Shares— from 150
Change-150 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 119
Change-119 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 116
Change-116 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 108
Change-108 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 104
Change-104 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 81
Change-81 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 72
Change-72 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Valued Wealth Advisors LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 16
Change-16 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 12
Change-12 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Motco
N/A
Shares— from 8
Change-8 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 0
Change0
Value—
Status
Bank of New York Mellon Corp
DECREASED2,078,6992,088,169-9,4700%$231.0M$212.5M-$18.6M2026-11-05
ProShare Advisors LLC
DECREASED1,569,4551,593,806-24,351-2%$176.3M$160.4M-$15.9M2026-10-29
Dimensional Fund Advisors LP
INCREASED1,547,6561,522,268+25,388+2%$168.4M$158.2M-$10.2M2026-11-04
DekaBank Deutsche Girozentrale
INCREASED1,119,474199,260+920,214+462%$22.3K$115.8K+$93.5K2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,002,320957,468+44,852+5%$105.9M$102.4M-$3.5M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED960,882987,770-26,888-3%$109.3M$98.2M-$11.1M2026-10-29
Robeco Institutional Asset Management B.V.
DECREASED911,0131,363,750-452,737-33%$150.9M$93.1M-$57.8M2026-10-20
Assetmark, Inc
DECREASED697,939717,113-19,174-3%$79.3M$71.3M-$8.0M2026-10-21
Swedbank AB
INCREASED638,469334,422+304,047+91%$37.0M$65.3M+$28.3M2026-10-27
Citigroup Inc
DECREASED606,552614,308-7,756-1%$68.0M$62.0M-$6.0M2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED591,811586,730+5,081+1%$64.9M$60.5M-$4.4M2026-11-03
Welch Group, LLC
INCREASED539,917533,029+6,888+1%$59.0M$55.2M-$3.8M2026-10-29
Virginia Retirement Systems ET Al
INCREASED508,052483,552+24,500+5%$53.5M$51.9M-$1.6M2026-10-28
Principal Financial Group Inc
DECREASED480,603519,966-39,363-8%$57.5M$49.1M-$8.4M2026-11-02
Creative Planning
INCREASED468,523386,650+81,873+21%$42.8M$47.9M+$5.1M2026-11-02
Vest Financial, LLC
DECREASED437,175448,826-11,651-3%$49.7M$44.7M-$5.0M2026-10-21
MacKenzie Financial Corp
DECREASED402,675483,323-80,648-17%$53.5M$41.2M-$12.3M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED368,690338,224+30,466+9%$35.9M$37.1M+$1.1M2026-10-13
Aware Super Pty Ltd as trustee of Aware Super
INCREASED363,687362,987+700+0%$40.2M$37.2M-$3.0M2026-10-30
Commonwealth Equity Services, LLC
DECREASED300,366307,726-7,360-2%$34.0M$30.7M-$3.3M2026-11-02
AMF Tjanstepension AB
UNCHANGED294,856294,85600%$32.6M$30.1M-$2.5M2026-10-22
New York State Teachers Retirement System
DECREASED274,908305,962-31,054-10%$33.8M$28.1M-$5.8M2026-10-22
CIBC Asset Management Inc
DECREASED242,626325,548-82,922-25%$36.0M$24.8M-$11.2M2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED238,700265,200-26,500-10%$29.3M$24.4M-$4.9M2026-10-30
Swiss Life Asset Management Ltd
INCREASED233,304137,715+95,589+69%$15.2M$23.8M+$8.6M2026-11-03
Pictet Asset Management Holding SA
DECREASED221,230316,917-95,687-30%$35.1M$22.6M-$12.4M2026-11-03
Asset Management One Co., Ltd.
INCREASED202,738196,429+6,309+3%$21.7M$20.7M-$1.0M2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED174,924154,188+20,736+13%$17.1M$17.9M+$821.2K2026-11-03
Ethic Inc.
INCREASED170,493162,939+7,554+5%$18.0M$17.4M-$599.8K2026-11-03
Busey Bank
INCREASED157,284157,276+8+0%$17.4M$16.1M-$1.3M2026-10-26
Illinois Municipal Retirement Fund
INCREASED141,709132,390+9,319+7%$14.6M$14.5M-$162.2K2026-11-05
Hennessy Advisors Inc
INCREASED129,436127,836+1,600+1%$14.1M$13.2M-$912.8K2026-10-28
Assenagon Asset Management S.A.
INCREASED127,50631,190+96,316+309%$3.5M$13.0M+$9.6M2026-10-15
Tectonic Advisors LLC
INCREASED120,564113,314+7,250+6%$12.5M$12.3M-$213.2K2026-10-22
IFM Investors Pty Ltd
INCREASED116,69299,470+17,222+17%$11.0M$11.9M+$922.7K2026-10-14
State of Michigan Retirement System
DECREASED115,242116,642-1,400-1%$12.9M$11.8M-$1.1M2026-10-27
State of New Jersey Common Pension Fund D
INCREASED115,026110,828+4,198+4%$12.3M$11.8M-$504.1K2026-11-05
Candriam S.C.A.
INCREASED114,460114,351+109+0%$12.6M$11.7M-$896.8K2026-11-03
Yousif Capital Management, LLC
DECREASED112,311112,780-4690%$12.5M$11.5M-$997.5K2026-10-22
ASR Vermogensbeheer N.V.
INCREASED109,641105,629+4,012+4%$11.7M$11.2M-$478.0K2026-10-16
Mn Services Vermogensbeheer B.V.
UNCHANGED107,327107,32700%$11.9M$11.0M-$904.0K2026-10-08
Czech National Bank
INCREASED106,261104,898+1,363+1%$11.6M$10.9M-$743.9K2026-10-13
Calamos Advisors LLC
INCREASED105,326103,195+2,131+2%$11.4M$10.8M-$651.1K2026-11-02
Arizona State Retirement System
DECREASED100,651105,631-4,980-5%$11.7M$10.3M-$1.4M2026-11-03
BG Investment Services, LLC
NEW93,295—+93,295——$9.5M—2026-10-23
Nisa Investment Advisors, LLC
DECREASED92,49795,697-3,200-3%$10.6M$9.5M-$1.1M2026-10-20
Rockland Trust Co
DECREASED90,83492,135-1,301-1%$10.2M$9.3M-$908.8K2026-10-05
Cambridge Investment Research Advisors, Inc.
INCREASED90,17189,892+279+0%$9.9M$9.2M-$729.0K2026-11-02
Fifth Third Bancorp
DECREASED86,13799,128-12,991-13%$11.0M$8.8M-$2.2M2026-11-05
Xponance LLC
INCREASED82,86673,590+9,276+13%$8.1M$8.5M+$328.5K2026-11-03
Daiwa Securities Group Inc.
INCREASED79,70977,606+2,103+3%$8.6M$8.1M-$438.5K2026-10-29
Ag2r LA Mondiale Gestion D'actifs
INCREASED78,49425,343+53,151+210%$2.8M$8.0M+$5.2M2026-10-26
Retirement Systems of Alabama
INCREASED77,55577,419+136+0%$8.6M$7.9M-$638.0K2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED71,55475,843-4,289-6%$8.4M$7.3M-$1.1M2026-10-19
Kestra Advisory Services, LLC
INCREASED68,82368,203+620+1%$7.5M$7.0M-$511.0K2026-11-02
Woodley Farra Manion Portfolio Management Inc
INCREASED68,51964,442+4,077+6%$7.1M$7.0M-$125.9K2026-11-05
Neos Investment Management LLC
INCREASED66,96559,040+7,925+13%$6.5M$6.8M+$312.9K2026-11-04
Rakuten Investment Management, Inc.
INCREASED66,29660,270+6,026+10%$6.8M$6.9M+$82.6K2026-10-30
Summit Global Investments
INCREASED64,93041,488+23,442+57%$4.6M$6.6M+$2.0M2026-10-28
Ellsworth Advisors, LLC
INCREASED63,82260,272+3,550+6%$6.6M$6.5M-$125.4K2026-10-15
Amalgamated Bank
DECREASED63,19264,589-1,397-2%$7.1M$6.5M-$686.0K2026-10-23
Vise Technologies, Inc.
INCREASED62,22860,505+1,723+3%$6.7M$6.4M-$333.3K2026-10-29
Cornerstone Wealth Management, LLC
INCREASED60,57759,870+707+1%$6.6M$6.2M-$431.8K2026-11-04
Lido Advisors, LLC
INCREASED58,76956,499+2,270+4%$6.3M$6.0M-$243.7K2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED55,88554,599+1,286+2%$6.0M$5.7M-$328.3K2026-10-20
KBC Group NV
INCREASED53,79449,688+4,106+8%$5.5M$5.5M+$1.0K2026-10-22
Raiffeisen Bank International AG
INCREASED51,79724,054+27,743+115%$2.7M$5.4M+$2.7M2026-10-28
US Bancorp \de\
DECREASED51,67052,567-897-2%$5.8M$5.3M-$534.9K2026-11-05
New York Life Investment Management LLC
INCREASED51,43851,347+91+0%$5.7M$5.3M-$423.0K2026-11-04
State of Alaska, Department of Revenue
DECREASED50,24651,319-1,073-2%$5.7M$5.1M-$541.0K2026-10-15
BCM Advisors, LLC
DECREASED48,19148,218-270%$5.4M$5.6M+$171.9K2026-11-03
Oregon Public Employees Retirement Fund
INCREASED45,46645,316+150+0%$5.0M$4.6M-$366.2K2026-10-30
Albion Financial Group
DECREASED43,56943,825-256-1%$4.8M$4.5M-$395.2K2026-10-21
ABN Amro Investment Solutions
INCREASED43,27638,135+5,141+13%$4.2M$4.4M+$204.4K2026-10-21
UniSuper Management Pty Ltd
INCREASED42,45840,958+1,500+4%$4.5M$4.3M-$191.6K2026-10-26
OP Asset Management Ltd
INCREASED41,63039,672+1,958+5%$4.4M$4.3M-$133.9K2026-11-05
Sterling Capital Management LLC
INCREASED40,64911,559+29,090+252%$1.3M$4.2M+$2.9M2026-10-22
Generali Asset Management SPA SGR
DECREASED40,60245,429-4,827-11%$5.0M$4.1M-$875.9K2026-10-26
Exchange Traded Concepts, LLC
INCREASED40,12328,832+11,291+39%$3.2M$4.1M+$911.3K2026-10-28
Legacy Financial Independent Advisors LLC
INCREASED39,64339,467+176+0%$4.4M$4.1M-$314.3K2026-11-02
Mutual of America Capital Management LLC
DECREASED37,81037,972-1620%$4.2M$3.9M-$336.3K2026-10-23
Pinnacle Associates LTD
INCREASED36,86135,652+1,209+3%$3.9M$3.8M-$176.6K2026-10-20
Alps Advisors Inc
INCREASED34,89933,719+1,180+4%$3.7M$3.6M-$163.3K2026-11-03
B. Metzler seel. Sohn & Co. AG
DECREASED32,36032,389-290%$3.6M$3.3M-$275.7K2026-10-30
Park Avenue Securities LLC
INCREASED30,09029,076+1,014+3%$3.2M$3.1M-$141.0K2026-10-26
Truist Financial Corp
DECREASED28,43328,581-148-1%$3.2M$2.9M-$255.7K2026-10-30
Fulcrum Asset Management LLP
INCREASED27,57827,517+61+0%$3.1M$2.8M-$240.2K2026-11-04
Brookstone Capital Management
INCREASED27,57426,423+1,151+4%$2.9M$2.8M-$104.8K2026-10-22
Gulf International Bank (UK) Ltd
UNCHANGED27,48927,48900%$3.0M$2.8M-$232.0K2026-10-20
Crossmark Global Holdings, Inc.
DECREASED27,21228,421-1,209-4%$3.1M$2.8M-$362.9K2026-10-21
SWS Partners
DECREASED27,06927,663-594-2%$3.1M$2.8M-$293.7K2026-10-26
AGF Management LTD
DECREASED26,58427,792-1,208-4%$3.1M$2.7M-$357.5K2026-11-03
Harrington Investments, Inc
DECREASED26,50226,827-325-1%$3.0M$2.7M-$259.1K2026-10-14
Capital Investment Advisors, LLC
INCREASED24,94224,233+709+3%$2.7M$2.5M-$131.6K2026-10-22
Thrivent Financial for Lutherans
DECREASED24,75425,951-1,197-5%$2.9M$2.5M-$339.0K2026-11-05
Caldwell Trust Co
DECREASED23,93824,035-970%$2.7M$2.4M-$212.3K2026-10-30
Fideuram Asset Management (Ireland) dac
INCREASED23,42215,474+7,948+51%$1.7M$2.6M+$927.9K2026-10-29
Tobam
DECREASED23,39079,678-56,288-71%$8.8M$2.4M-$6.4M2026-11-03
J.W. Cole Advisors, Inc.
DECREASED23,11523,405-290-1%$2.6M$2.4M-$226.7K2026-11-05
High Point Wealth Management, LLC
DECREASED22,92723,214-287-1%$2.6M$2.3M-$224.8K2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED22,71424,333-1,619-7%$2.7M$2.4M-$348.8K2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED22,47622,326+150+1%$2.5M$2.3M-$173.0K2026-10-22
Econ Financial Services Corp
NEW22,449—+22,449——$2.3M—2026-10-19
Citizens Financial Group Inc
INCREASED22,39122,196+195+1%$2.5M$2.3M-$167.0K2026-10-23
Ballast, Inc.
INCREASED21,58020,525+1,055+5%$2.3M$2.2M-$65.0K2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED21,48120,821+660+3%$2.3M$2.2M-$107.9K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED21,00216,604+4,398+26%$1.8M$2.1M+$309.7K2026-10-27
Onyx Bridge Wealth Group LLC
INCREASED20,98315,149+5,834+39%$1.7M$2.1M+$468.7K2026-10-16
Aaron Wealth Advisors LLC
INCREASED20,64319,617+1,026+5%$2.2M$2.1M-$60.3K2026-10-13
HB Wealth Management, LLC
DECREASED20,24320,890-647-3%$2.3M$2.1M-$242.1K2026-10-23
Hartford Investment Management Co
DECREASED19,71220,238-526-3%$2.2M$2.0M-$224.2K2026-11-04
Inspire Investing, LLC
INCREASED19,61818,126+1,492+8%$2.0M$2.0M-$1232026-10-22
Kestra Private Wealth Services, LLC
DECREASED19,58719,650-630%$2.2M$2.0M-$171.9K2026-10-30
Clifford Swan Investment Counsel LLC
UNCHANGED19,35019,35000%$2.1M$2.0M-$162.9K2026-11-05
Marino, Stram & Associates LLC
DECREASED19,28019,404-124-1%$2.1M$2.0M-$176.1K2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED18,82814,973+3,855+26%$1.7M$2.0M+$344.5K2026-10-13
Vaughan David Investments LLC
DECREASED18,69718,801-104-1%$2.1M$1.9M-$169.0K2026-11-05
Louisiana State Employees Retirement System
DECREASED18,20018,800-600-3%$2.1M$1.9M-$219.6K2026-10-20
New Mexico Educational Retirement Board
UNCHANGED17,90217,90200%$2.0M$1.8M-$150.0K2026-11-05
Farther Finance Advisors, LLC
DECREASED17,84317,977-134-1%$2.0M$1.8M-$165.5K2026-10-08
HUB Investment Partners, LLC
DECREASED17,80818,859-1,051-6%$2.1M$1.8M-$266.2K2026-11-03
American State Bank (Iowa)
INCREASED17,66916,865+804+5%$1.9M$1.8M-$59.8K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED17,43512,880+4,555+35%$1.4M$1.8M+$357.1K2026-10-16
Herold Advisors, Inc.
DECREASED17,20317,334-131-1%$1.9M$1.8M-$157.6K2026-10-19
Ascent Group, LLC
INCREASED16,97515,934+1,041+7%$1.8M$1.7M-$27.8K2026-10-30
Symphony Financial, Ltd. Co.
INCREASED16,34415,978+366+2%$1.8M$1.7M-$94.5K2026-10-22
Oppenheimer & Co Inc
INCREASED16,33715,674+663+4%$1.7M$1.7M-$64.2K2026-10-26
Ascentis Independent Advisors
INCREASED16,297621+15,676+2524%$68.7K$1.7M+$1.6M2026-11-03
Parallel Advisors, LLC
INCREASED16,10815,533+575+4%$1.7M$1.6M-$72.1K2026-11-03
Gamma Investing LLC
INCREASED16,04116,039+2+0%$1.8M$1.6M-$134.8K2026-10-08
Signaturefd, LLC
INCREASED15,83315,764+69+0%$1.7M$1.6M-$125.7K2026-10-23
Chicago Partners Investment Group LLC
DECREASED15,79816,468-670-4%$1.9M$1.8M-$28.9K2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED15,6674,285+11,382+266%$474.0K$1.6M+$1.1M2026-10-22
D.A. Davidson & Co.
DECREASED15,50721,414-5,907-28%$2.4M$1.6M-$784.0K2026-10-28
Choreo, LLC
INCREASED15,16114,836+325+2%$1.6M$1.5M-$91.7K2026-10-28
Apollon Wealth Management, LLC
INCREASED14,90411,756+3,148+27%$1.3M$1.5M+$222.8K2026-10-23
Chicago Trust Co NA
UNCHANGED14,70014,70000%$1.6M$1.5M-$123.8K2026-10-28
Ti-Trust, Inc
UNCHANGED14,60814,60800%$1.6M$1.5M-$123.0K2026-10-21
IFP Advisors, Inc
DECREASED14,44414,889-445-3%$1.6M$1.5M-$170.8K2026-10-16
Shepherd Financial Partners LLC
DECREASED14,33314,759-426-3%$1.6M$1.5M-$167.8K2026-11-03
Gateway Investment Advisers LLC
DECREASED14,25564,287-50,032-78%$7.1M$1.5M-$5.7M2026-10-13
Mather Group, Llc.
DECREASED14,19315,160-967-6%$1.7M$1.5M-$226.5K2026-10-14
Integrity Alliance, Llc.
INCREASED14,04013,695+345+3%$1.5M$1.4M-$80.1K2026-10-29
American Capital Advisory, LLC
INCREASED14,01112+13,999+116658%$1.3K$1.4M+$1.4M2026-10-28
Perigon Wealth Management, LLC
DECREASED13,90414,020-116-1%$1.6M$1.4M-$129.9K2026-10-22
Evergreen Capital Management LLC
INCREASED13,41912,941+478+4%$1.4M$1.4M-$60.1K2026-10-23
Sigma Planning Corp
DECREASED13,30013,665-365-3%$1.5M$1.4M-$152.6K2026-10-23
Harrison Street Private Wealth LLC
INCREASED13,21612,076+1,140+9%$1.3M$1.4M+$14.8K2026-10-26
Excalibur Management Corp
INCREASED13,13013,013+117+1%$1.4M$1.3M-$97.6K2026-11-02
Keybank National Association
DECREASED13,00713,342-335-3%$1.5M$1.3M-$146.6K2026-11-04
Greenleaf Trust
DECREASED12,85013,082-232-2%$1.4M$1.3M-$133.9K2026-10-29
Harbor Capital Advisors, Inc.
INCREASED12,71812,665+53+0%$1.4M$1.3M-$101.0K2026-10-22
Monument Capital Management
INCREASED12,69512,243+452+4%$1.4M$1.3M-$56.9K2026-10-09
iA Global Asset Management Inc.
DECREASED12,67820,866-8,188-39%$2.3M$1.3M-$1.0M2026-10-29
Essex LLC
DECREASED12,25613,192-936-7%$1.5M$1.3M-$206.8K2026-10-14
Simplicity Wealth,LLC
INCREASED12,23010,572+1,658+16%$1.2M$1.3M+$80.4K2026-10-23
Bison Wealth, LLC
INCREASED12,13112,050+81+1%$1.3M$1.3M-$48.5K2026-10-13
Plimoth Trust Co LLC
INCREASED11,83411,824+10+0%$1.3M$1.2M-$98.5K2026-10-26
Boston Trust Walden Corp
DECREASED11,72311,798-75-1%$1.3M$1.2M-$107.0K2026-10-30
Traphagen Investment Advisors LLC
DECREASED11,66211,674-120%$1.3M$1.2M-$99.5K2026-10-14
Krilogy Financial LLC
DECREASED11,45812,897-1,439-11%$1.4M$1.2M-$198.6K2026-10-13
Equitable Trust Co
INCREASED11,44411,242+202+2%$1.2M$1.2M-$74.0K2026-10-13
V-Square Quantitative Management LLC
INCREASED11,34910,666+683+6%$1.2M$1.2M-$20.0K2026-10-15
North Dakota State Investment Board
INCREASED11,29010,718+572+5%$1.2M$1.2M-$31.8K2026-10-27
Summit Wealth Group LLC / Co
NEW11,248—+11,248——$1.1M—2026-10-29
Tokio Marine Asset Management Co LTD
UNCHANGED11,24111,24100%$1.2M$1.1M-$94.6K2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED11,17011,312-142-1%$1.3M$1.1M-$109.8K2026-10-08
Profund Advisors LLC
DECREASED11,08911,540-451-4%$1.3M$1.1M-$143.3K2026-10-29
Allen Capital Group, LLC
DECREASED11,04211,745-703-6%$1.3M$1.1M-$170.7K2026-10-27
Wedmont Private Capital
INCREASED10,84710,397+450+4%$1.2M$1.1M-$5.7K2026-10-09
Associated Banc-Corp
UNCHANGED10,80410,80400%$1.2M$1.1M-$91.0K2026-10-30
Carret Asset Management, LLC
DECREASED10,78410,834-500%$1.2M$1.1M-$96.3K2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED10,69510,794-99-1%$1.2M$1.1M-$101.0K2026-10-13
Calamos Wealth Management LLC
INCREASED10,6399,669+970+10%$1.1M$1.1M+$17.7K2026-11-02
Praxis Investment Management Inc
UNCHANGED10,62110,62100%$1.2M$1.1M-$89.0K2026-11-03
Quadrant Capital Group LLC
DECREASED10,51611,298-782-7%$1.2M$1.1M-$116.1K2026-10-20
Elyxium Wealth, LLC
DECREASED10,48410,851-367-3%$1.2M$1.1M-$128.9K2026-10-27
Prospera Financial Services Inc
INCREASED10,4718,861+1,610+18%$980.5K$1.2M+$241.1K2026-11-04
City Holding Co
DECREASED10,36710,605-238-2%$1.2M$1.1M-$113.6K2026-10-19
Certuity, LLC
INCREASED10,3109,028+1,282+14%$998.8K$1.1M+$55.1K2026-11-02
Occidental Asset Management, LLC
DECREASED10,13810,144-60%$1.1M$1.0M-$86.0K2026-11-05
Modera Wealth Management, LLC
INCREASED10,1333,375+6,758+200%$373.4K$1.0M+$662.3K2026-10-28
Clear Point Advisors Inc.
NEW10,055—+10,055——$1.0M—2026-10-30
AlphaCore Capital LLC
INCREASED10,0247,737+2,287+30%$855.9K$1.0M+$168.6K2026-11-04
James J. Burns & Company, LLC
INCREASED10,00310,002+1+0%$1.1M$1.0M-$84.0K2026-10-22
Pegasus Asset Management, Inc.
UNCHANGED9,9409,94000%$1.1M$1.0M-$83.7K2026-11-03
G&S Capital LLC
INCREASED9,9049,817+87+1%$1.1M$1.0M-$73.8K2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW9,900—+9,900——$1.0M—2026-10-22
Crestwood Advisors Group, LLC
INCREASED9,8558,840+1,015+11%$977.9K$1.0M+$29.3K2026-10-27
Edgemoor Investment Advisors, Inc.
INCREASED9,7819,778+3+0%$1.1M$999.7K-$82.1K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED9,73610,209-473-5%$1.1M$995.1K-$134.3K2026-10-21
M Holdings Securities, Inc.
NEW9,714—+9,714——$1.1K—2026-11-03
SAX Wealth Advisors, LLC
INCREASED9,6078,715+892+10%$986.4K$981.9K-$4.5K2026-10-13
Larson Financial Group LLC
INCREASED9,5856,926+2,659+38%$766.3K$979.7K+$213.4K2026-11-05
Wesbanco Bank Inc
DECREASED9,3969,568-172-2%$1.1M$960.4K-$98.1K2026-11-04
Inscription Capital, LLC
DECREASED9,34211,265-1,923-17%$1.2M$954.8K-$291.5K2026-11-02
Parsons Capital Management Inc
UNCHANGED9,3249,32400%$1.0M$953.0K-$78.5K2026-10-28
Avanza Fonder AB
UNCHANGED9,2729,27200%$1.0M$947.7K-$78.1K2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED9,1069,098+8+0%$1.0M$930.7K-$75.8K2026-11-05
Apella Capital, LLC
INCREASED9,0268,618+408+5%$973.8K$944.5K-$29.3K2026-10-08
Nfsg Corp
INCREASED8,9982,463+6,535+265%$272.5K$919.7K+$647.2K2026-10-15
Atria Investments, Inc
DECREASED8,9949,167-173-2%$1.0M$919.2K-$94.9K2026-10-15
Asset Planning,Inc
INCREASED8,9138,899+14+0%$984.5K$911.0K-$73.4K2026-10-26
Mystic Asset Management, Inc.
DECREASED8,8708,920-50-1%$986.8K$906.6K-$80.2K2026-10-15
Joseph P. Lucia & Associates, LLC
INCREASED8,8567,786+1,070+14%$861.3K$905.2K+$43.9K2026-10-30
Platform Technology Partners
DECREASED8,8329,753-921-9%$1.1M$902.7K-$176.3K2026-11-02
Frank, Rimerman Advisors LLC
INCREASED8,8008,491+309+4%$939.4K$899.4K-$39.9K2026-10-16
Strs Ohio
DECREASED8,7469,557-811-8%$1.1M$893.9K-$163.4K2026-10-30
B. Riley Wealth Advisors, Inc.
DECREASED8,6628,907-245-3%$1.0M$885.3K-$114.8K2026-10-13
Sky Investment Group LLC
NEW8,606—+8,606——$879.6K—2026-10-30
Glenview Trust Co
UNCHANGED8,6048,60400%$951.9K$879.4K-$72.4K2026-10-28
StoneX Group Inc.
INCREASED8,5872,648+5,939+224%$293.0K$887.5K+$594.5K2026-11-03
Soltis Investment Advisors LLC
INCREASED8,5253,648+4,877+134%$403.6K$871.4K+$467.8K2026-10-28
Sagespring Wealth Partners, LLC
INCREASED8,5137,848+665+8%$868.2K$870.1K+$1.9K2026-10-22
Hendershot Investments Inc.
UNCHANGED8,3988,39800%$929.1K$858.4K-$70.7K2026-11-05
Kagan Cocozza Asset Management
INCREASED8,3668,226+140+2%$910.0K$855.1K-$55.0K2026-10-19
Monte Financial Group, LLC
UNCHANGED8,2598,25900%$899.0K$844.2K-$54.8K2026-11-02
United Financial Planning Group LLC
INCREASED8,1898,152+37+0%$901.8K$837.0K-$64.8K2026-11-04
Brighton Jones LLC
DECREASED8,15910,204-2,045-20%$1.1M$833.9K-$295.0K2026-11-03
Armstrong Advisory Group, Inc
DECREASED8,1598,560-401-5%$947.0K$833.9K-$113.1K2026-10-09
International Assets Investment Management, LLC
DECREASED7,9288,482-554-7%$941.1K$820.6K-$120.5K2026-11-02
David J Yvars Group
INCREASED7,8907,852+38+0%$868.7K$806.4K-$62.3K2026-10-09
Tema Etfs LLC
INCREASED7,8497,704+145+2%$852.3K$802.2K-$50.0K2026-10-16
bLong Financial, LLC
UNCHANGED7,7757,77500%$860.1K$794.7K-$65.5K2026-10-29
Kraematon Investment Advisors, Inc
DECREASED7,7187,944-226-3%$878.8K$788.9K-$89.9K2026-11-02
Aviso Wealth Management
DECREASED7,6427,777-135-2%$860.4K$781.1K-$79.3K2026-11-04
Castle Rock Wealth Management, LLC
UNCHANGED7,5857,58500%$841.6K$797.3K-$44.2K2026-10-09
Clear Harbor Asset Management, LLC
UNCHANGED7,5807,58000%$838.6K$774.8K-$63.8K2026-11-05
Nicholas Hoffman & Company, Llc.
DECREASED7,5317,564-330%$836.9K$769.8K-$67.1K2026-10-30
Davis Investment Partners, LLC
INCREASED7,4785,145+2,333+45%$569.2K$764.3K+$195.1K2026-11-05
Breakwater Capital Group
DECREASED7,2717,686-415-5%$850.3K$743.1K-$107.1K2026-10-09
Shulman DeMeo Asset Management LLC
INCREASED7,2217,212+9+0%$797.9K$746.5K-$51.4K2026-10-09
Klingman & Associates, LLC
INCREASED7,2006,711+489+7%$742.4K$735.9K-$6.5K2026-10-20
Compound Planning, Inc.
INCREASED7,0226,847+175+3%$757.5K$717.7K-$39.8K2026-11-05
Carnegie Investment Counsel
INCREASED7,0202,930+4,090+140%$324.1K$717.5K+$393.4K2026-10-20
Procyon Advisors, LLC
INCREASED6,9336,255+678+11%$692.0K$708.7K+$16.6K2026-10-21
CoreCap Advisors, LLC
INCREASED6,9146,394+520+8%$707.4K$706.8K-$6092026-10-08
Washington Trust Co
DECREASED6,9127,307-395-5%$808.4K$706.5K-$101.9K2026-10-22
Cohen Klingenstein LLC
UNCHANGED6,9006,90000%$763.3K$705.2K-$58.1K2026-10-15
Indivisible Partners
INCREASED6,8053,103+3,702+119%$343.3K$695.5K+$352.2K2026-10-26
MGO One Seven LLC
DECREASED6,8048,718-1,914-22%$964.4K$695.5K-$269.0K2026-10-28
Philadelphia Trust Co
DECREASED6,74612,316-5,570-45%$1.4M$690.0K-$673.0K2026-11-05
Jamison Private Wealth Management, Inc.
INCREASED6,7136,510+203+3%$720.2K$686.1K-$34.1K2026-10-14
Regions Financial Corp
DECREASED6,6826,688-60%$739.9K$683.0K-$56.9K2026-11-05
Powell Investment Advisors, LLC
UNCHANGED6,6716,67100%$738.0K$681.8K-$56.2K2026-10-22
Ledyard National Bank
UNCHANGED6,5916,59100%$729.2K$673.7K-$55.5K2026-10-21
Magnus Financial Group LLC
INCREASED6,5846,434+150+2%$711.8K$672.9K-$38.9K2026-10-21
Apex Wealth Management, LLC
INCREASED6,5716,516+55+1%$720.9K$671.6K-$49.3K2026-10-20
Jeppson Wealth Management, LLC
UNCHANGED6,4316,43100%$711.5K$657.3K-$54.1K2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED6,4285,849+579+10%$647.1K$657.0K+$9.9K2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED6,3976,384+13+0%$706.2K$653.8K-$52.4K2026-10-19
Financial Planning Hawaii, Inc.
INCREASED6,3736,233+140+2%$689.6K$651.4K-$38.2K2026-10-13
Affinity Capital Advisors, LLC
INCREASED6,3455,050+1,295+26%$565.3K$673.2K+$107.9K2026-10-13
Lipe & Dalton
UNCHANGED6,3036,30300%$697.0K$644.0K-$53.0K2026-10-15
Cross Staff Investments Inc
DECREASED6,3006,398-98-2%$707.8K$643.9K-$63.9K2026-10-22
Venture Visionary Partners LLC
INCREASED6,2836,279+4+0%$694.7K$642.2K-$52.5K2026-10-07
Wedbush Securities Inc
INCREASED6,2376,197+40+1%$686.0K$638.0K-$48.0K2026-10-22
Trust Co of Vermont
INCREASED6,2145,704+510+9%$631.0K$635.1K+$4.1K2026-10-21
Norden Group LLC
DECREASED6,1936,214-210%$687.5K$633.0K-$54.5K2026-10-20
Integrated Advisors Network LLC
DECREASED6,1906,473-283-4%$716.1K$632.7K-$83.4K2026-10-20
Moneco Advisors, LLC
INCREASED6,1836,030+153+3%$667.1K$632.0K-$35.1K2026-11-05
TriaGen Wealth Management LLC
INCREASED5,9535,832+121+2%$645.2K$608.5K-$36.7K2026-10-14
United Asset Strategies, Inc.
INCREASED5,8855,884+1+0%$650.9K$601.5K-$49.4K2026-10-28
Rubicon Advisors, GP
UNCHANGED5,7665,76600%$637.9K$589.3K-$48.6K2026-10-23
Wealth Architects, LLC
DECREASED5,6925,702-100%$630.9K$581.9K-$49.0K2026-11-03
Kingdom Financial Group Llc.
DECREASED5,6876,168-481-8%$682.4K$581.3K-$101.1K2026-11-04
Powers Advisory Group, LLC
DECREASED5,6575,963-306-5%$659.7K$578.2K-$81.5K2026-10-14
Y-Intercept (Hong Kong) Ltd
NEW5,645—+5,645——$577.0K—2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
INCREASED5,6144,461+1,153+26%$493.6K$573.8K+$80.3K2026-10-23
Key Client Fiduciary Advisors, LLC
DECREASED5,5616,318-757-12%$699.0K$568.4K-$130.6K2026-10-19
Central Trust Co
DECREASED5,5585,584-260%$617.8K$568.1K-$49.7K2026-11-05
Archer Investment Corp
INCREASED5,5275,526+1+0%$611.4K$565.0K-$46.4K2026-11-05
Global X Japan Co., Ltd.
INCREASED5,4625,455+7+0%$603.5K$558.3K-$45.2K2026-10-21
CV Advisors LLC
UNCHANGED5,4005,40000%$597.4K$551.9K-$45.5K2026-10-13
Triad Wealth Partners, LLC
INCREASED5,3925,168+224+4%$557.9K$551.1K-$6.8K2026-10-26
Versant Capital Management, Inc
DECREASED5,3296,037-708-12%$667.9K$544.7K-$123.2K2026-10-02
TD Private Client Wealth LLC
INCREASED5,1854,963+222+4%$549.1K$530.0K-$19.1K2026-10-28
Orca Wealth Management, LLC
INCREASED5,1695,147+22+0%$569.4K$528.3K-$41.1K2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED5,1225,172-50-1%$572.2K$523.5K-$48.7K2026-10-23
Wernau Asset Management Inc.
UNCHANGED5,1045,10400%$564.7K$521.7K-$43.0K2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED5,0685,001+67+1%$553.3K$518.0K-$35.3K2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
NEW5,000—+5,000——$511.1K—2026-10-21
Principle Wealth Partners LLC
DECREASED4,9565,338-382-7%$590.5K$506.6K-$83.9K2026-11-02
Burns J W & Co Inc
UNCHANGED4,8914,89100%$541.1K$499.9K-$41.2K2026-10-20
RMR Wealth Builders
DECREASED4,8224,831-90%$534.5K$492.9K-$41.6K2026-10-22
Koa Wealth Management, LLC
UNCHANGED4,8004,80000%$531.0K$490.6K-$40.4K2026-10-14
CX Institutional
INCREASED4,7933,942+851+22%$436.0K$490-$435.5K2026-10-02
CWA Asset Management Group, LLC
DECREASED4,7834,932-149-3%$545.6K$488.9K-$56.8K2026-10-19
Daymark Wealth Partners, LLC
DECREASED4,7706,046-1,276-21%$668.9K$487.5K-$181.3K2026-11-04
City State Bank
DECREASED4,7674,800-33-1%$531.0K$487.2K-$43.8K2026-10-20
Independent Financial Group, LLC
DECREASED4,7644,938-174-4%$546.3K$486.9K-$59.4K2026-10-13
Vision Financial Markets LLC
UNCHANGED4,7564,75600%$526.6K$487.7K-$38.9K2026-10-22
Certior Financial Group, LLC
DECREASED4,7534,905-152-3%$542.7K$485.8K-$56.8K2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED4,7194,578+141+3%$506.5K$482.4K-$24.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED4,6824,542+140+3%$506.4K$514.3K+$7.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED4,6824,542+140+3%$506.4K$514.3K+$7.9K2026-10-20
Key FInancial Inc
INCREASED4,6654,658+7+0%$515.3K$476.8K-$38.5K2026-11-02
Fiduciary Financial Group, LLC
INCREASED4,6583,476+1,182+34%$384.6K$476.1K+$91.5K2026-10-13
Strategic Blueprint, LLC
DECREASED4,5744,696-122-3%$519.5K$467.5K-$52.1K2026-10-22
Financial Advisory Partners, LLC
DECREASED4,5604,600-40-1%$509.0K$466.1K-$42.8K2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,5464,814-268-6%$532.5K$464.7K-$67.8K2026-10-14
Sound Financial Strategies Group, LLC
INCREASED4,5182,665+1,853+70%$294.8K$461.8K+$167.0K2026-10-30
Douglas Lane & Associates, LLC
DECREASED4,5104,636-126-3%$512.8K$461.0K-$51.8K2026-10-09
Avantax Planning Partners, Inc.
DECREASED4,4904,890-400-8%$541.0K$458.9K-$82.1K2026-11-03
Davenport & Co LLC
DECREASED4,4724,526-54-1%$500.7K$457.0K-$43.7K2026-10-14
Koshinski Asset Management, Inc.
INCREASED4,4584,419+39+1%$488.9K$455.6K-$33.3K2026-10-29
Old Republic International Corp
NEW4,454—+4,454——$455.0K—2026-10-26
SkyOak Wealth, LLC
UNCHANGED4,4534,45300%$492.6K$455.1K-$37.5K2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED4,4254,625-200-4%$511.7K$452.3K-$59.4K2026-11-02
Charles Schwab Trust Co
INCREASED4,4004,300+100+2%$475.7K$449.7K-$26.0K2026-10-15
Focused Wealth Management, Inc
INCREASED4,3844,378+6+0%$484.3K$448.1K-$36.3K2026-10-30
Grandfield & Dodd, LLC
UNCHANGED4,2744,27400%$472.9K$436.9K-$36.0K2026-10-29
CFS Investment Advisory Services, LLC
INCREASED4,2583,617+641+18%$412.4K$447.7K+$35.3K2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED4,2054,190+15+0%$463.5K$429.8K-$33.7K2026-10-19
Valeo Financial Advisors, LLC
DECREASED4,1874,364-177-4%$482.8K$427.9K-$54.9K2026-10-08
Altfest L J & Co Inc
UNCHANGED4,1454,14500%$458.5K$423.6K-$34.9K2026-10-27
Able Wealth Management LLC
DECREASED4,1424,534-392-9%$374.1K$428.2K+$54.1K2026-10-13
SBI Securities Co., Ltd.
DECREASED4,0994,162-63-2%$460.4K$419.0K-$41.5K2026-10-22
Cornerstone Planning, LLC
UNCHANGED4,0744,07400%$450.7K$450.7K$02026-10-27
Dynamic Advisor Solutions LLC
DECREASED4,0634,158-95-2%$459.9K$415.3K-$44.7K2026-10-13
Revolve Wealth Partners, LLC
DECREASED4,0564,117-61-1%$455.5K$414.6K-$40.9K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED4,0183,827+191+5%$423.4K$410.7K-$12.7K2026-10-14
Hurlow Wealth Management Group, Inc.
DECREASED4,0134,014-10%$444.1K$410.2K-$33.9K2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED4,0024,00200%$442.7K$409.0K-$33.7K2026-10-21
Prosperity Advisers, LLC
DECREASED3,9924,037-45-1%$446.6K$408.0K-$38.6K2026-10-28
Guardian Wealth Advisors, LLC
DECREASED3,9794,742-763-16%$524.6K$457.7K-$66.9K2026-10-30
Vontobel Holding Ltd.
DECREASED3,9553,972-170%$439.4K$404.2K-$35.2K2026-10-16
Dumont & Blake Investment Advisors LLC
DECREASED3,9323,941-90%$436.0K$401.9K-$34.1K2026-10-28
Strategic Advisors LLC
UNCHANGED3,9303,93000%$434.8K$401.7K-$33.1K2026-10-13
Oslo Pensjonsforsikring AS
UNCHANGED3,9023,90200%$431.7K$398.8K-$32.9K2026-10-15
VestGen Advisors, LLC
DECREASED3,8954,563-668-15%$504.9K$398.1K-$106.7K2026-10-27
W.H. Cornerstone Investments Inc.
DECREASED3,8614,004-143-4%$443.0K$394.7K-$48.3K2026-11-03
Retirement Planning Group, LLC
DECREASED3,8534,354-501-12%$481.7K$393.9K-$87.8K2026-10-19
Sowell Financial Services LLC
INCREASED3,8503,807+43+1%$421.1K$393.6K-$27.6K2026-10-23
Cidel Asset Management Inc
INCREASED3,8433,711+132+4%$410.6K$392.8K-$17.8K2026-10-29
Center For Asset Management LLC
DECREASED3,8114,588-777-17%$507.7K$389.5K-$118.2K2026-10-16
Landmark Wealth Management, LLC
UNCHANGED3,8083,80800%$421.2K$389.2K-$32.1K2026-11-03
Cooper Financial Group
INCREASED3,7943,730+64+2%$412.6K$387.7K-$24.9K2026-10-07
Clarity Capital Advisors, LLC
DECREASED3,7743,779-50%$418.1K$385.7K-$32.3K2026-10-27
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED3,7693,992-223-6%$441.6K$385.2K-$56.4K2026-10-15
Chicago Capital, LLC
UNCHANGED3,7683,76800%$416.8K$385.1K-$31.7K2026-10-13
Cornerstone Wealth Group, LLC
INCREASED3,7673,536+231+7%$391.2K$385.0K-$6.2K2026-11-02
BIP Wealth, LLC
DECREASED3,7544,290-536-12%$474.6K$383.7K-$90.9K2026-10-22
Richwood Investment Advisors, LLC
DECREASED3,7533,959-206-5%$438.0K$383.6K-$54.4K2026-10-30
Princeton Global Asset Management LLC
INCREASED3,7453,566+179+5%$394.5K$382.8K-$11.7K2026-10-21
Revisor Wealth Management LLC
INCREASED3,7363,614+122+3%$399.8K$418.1K+$18.3K2026-10-20
Sovran Advisors, LLC
INCREASED3,7153,475+240+7%$389.1K$429.0K+$39.9K2026-11-02
McAdam, LLC
INCREASED3,6713,364+307+9%$372.2K$375.2K+$3.0K2026-10-21
Balboa Wealth Partners
INCREASED3,6653,655+10+0%$404.4K$374.6K-$29.7K2026-10-20
Segment Wealth Management, LLC
UNCHANGED3,6403,64000%$402.7K$372.0K-$30.6K2026-10-26
180 Wealth Advisors, LLC
DECREASED3,6243,718-94-3%$411.3K$370.4K-$40.9K2026-11-03
Innova Wealth Partners
INCREASED3,6153,590+25+1%$397.1K$369.5K-$27.6K2026-10-21
Eastern Bank
UNCHANGED3,6013,60100%$398.4K$368.1K-$30.3K2026-10-05
Parcion Private Wealth LLC
DECREASED3,6004,365-765-18%$482.9K$368.0K-$114.9K2026-10-28
Courier Capital LLC
DECREASED3,5753,605-30-1%$398.8K$365.4K-$33.5K2026-10-19
Bedminster, LLC
DECREASED3,5213,600-79-2%$398.3K$359.9K-$38.4K2026-11-04
Rossby Financial, LCC
INCREASED3,4823,283+199+6%$363.2K$355.9K-$7.3K2026-11-05
Sard Wealth Management Group, LLC
INCREASED3,4823,473+9+0%$384.2K$355.9K-$28.3K2026-10-16
Wealth Alliance Advisory Group, LLC
INCREASED3,4713,468+3+0%$383.7K$354.8K-$28.9K2026-10-14
RFG Advisory, LLC
INCREASED3,4623,145+317+10%$347.9K$353.9K+$6.0K2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED3,4463,44600%$381.2K$352.2K-$29.0K2026-11-03
Cigna Investments Inc
UNCHANGED3,4183,41800%$378.0K$350.0K-$28.0K2026-10-19
Meadowbrook Wealth Management, LLC
UNCHANGED3,3873,38700%$375.8K$346.2K-$29.6K2026-10-08
Ipswich Investment Management Co., Inc.
DECREASED3,3774,077-700-17%$451.0K$345.2K-$105.9K2026-10-13
Twelve Points Wealth Management LLC
UNCHANGED3,3733,37300%$373.2K$393.4K+$20.3K2026-11-03
Riverbend Wealth Management, LLC
INCREASED3,3443,281+63+2%$363.0K$341.8K-$21.2K2026-10-15
Quadrant Private Wealth Management, LLC
NEW3,323—+3,323——$339.6K—2026-11-04
Alternative Investment Advisors, Llc.
INCREASED3,3103,126+184+6%$345.9K$338.5K-$7.4K2026-11-03
Coastline Trust Co
UNCHANGED3,3003,30000%$365.1K$337.3K-$27.8K2026-10-01
Burford Brothers, Inc.
DECREASED3,29318,605-15,312-82%$2.1M$336.6K-$1.7M2026-10-21
Southland Equity Partners LLC
INCREASED3,2923,255+37+1%$360.1K$336.4K-$23.6K2026-10-14
Diversified Enterprises, LLC
INCREASED3,2873,010+277+9%$333.0K$336.0K+$3.0K2026-10-19
King Luther Capital Management Corp
UNCHANGED3,2863,28600%$363.5K$335.9K-$27.7K2026-11-05
ShoreHaven Wealth Partners, LLC
INCREASED3,2653,238+27+1%$358.2K$333.7K-$24.5K2026-10-16
Angeles Wealth Management, LLC
DECREASED3,2623,641-379-10%$402.8K$333.4K-$69.4K2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
DECREASED3,2474,017-770-19%$444.4K$331.9K-$112.5K2026-10-15
Confluence Wealth Services, Inc.
INCREASED3,2383,108+130+4%$343.8K$330.9K-$12.9K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED3,1954,186-991-24%$463.0K$326.5K-$136.5K2026-11-04
Cora Capital Advisors LLC
INCREASED3,1733,162+11+0%$349.8K$324.3K-$25.5K2026-11-02
Allegheny Financial Group
DECREASED3,1713,189-18-1%$352.9K$324.2K-$28.7K2026-11-05
Gen-Wealth Partners Inc
DECREASED3,1613,659-498-14%$404.8K$323.1K-$81.7K2026-11-04
Tableaux LLC
UNCHANGED3,1283,12800%$346.1K$319.7K-$26.3K2026-10-23
Ferguson Wellman Capital Management, Inc
INCREASED3,1022,894+208+7%$320.2K$317.1K-$3.1K2026-10-05
KCM Investment Advisors LLC
INCREASED3,0922,973+119+4%$328.9K$316.1K-$12.9K2026-10-27
D'Orazio & Associates, Inc.
DECREASED3,0923,151-59-2%$348.6K$316.1K-$32.6K2026-11-04
Essential Partners LLC
INCREASED3,0503,029+21+1%$335.1K$311.7K-$23.4K2026-10-14
Horst & Graben Wealth Management LLC
INCREASED3,0353,015+20+1%$334.5K$310.2K-$24.3K2026-11-02
Norris Perne & French LLP
INCREASED3,0292,237+792+35%$247.5K$309.6K+$62.1K2026-10-23
Amplius Wealth Advisors, LLC
INCREASED3,0142,389+625+26%$264.3K$308.1K+$43.8K2026-10-20
Long Island Wealth Management, Inc.
INCREASED3,0042,989+15+1%$330.7K$307.1K-$23.6K2026-10-20
Canandaigua National Bank & Trust Co
UNCHANGED3,0033,00300%$332.2K$306.9K-$25.3K2026-10-07
Wilkins Investment Counsel Inc
UNCHANGED3,0003,00000%$331.9K$306.6K-$25.3K2026-11-03
Trust Point Inc.
INCREASED2,9912,948+43+1%$326.1K$305.7K-$20.4K2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED2,9802,990-100%$330.8K$304.6K-$26.2K2026-10-23
Axxcess Wealth Management, LLC
NEW2,964—+2,964——$302.9K—2026-10-21
Samalin Investment Counsel, LLC
INCREASED2,9562,944+12+0%$325.7K$302.2K-$23.6K2026-10-23
Midwest Trust Co
DECREASED2,9483,281-333-10%$363.0K$301.3K-$61.7K2026-10-22
North Star Investment Management Corp.
INCREASED2,9142,913+1+0%$322.3K$297.8K-$24.4K2026-10-27
Corecam AG
UNCHANGED2,9092,90900%$321.9K$297.4K-$24.5K2026-10-29
SeaCrest Wealth Management, LLC
DECREASED2,9053,105-200-6%$343.5K$296.9K-$46.6K2026-10-21
Harbour Trust & Investment Management Co
DECREASED2,8963,096-200-6%$342.5K$296.0K-$46.5K2026-10-28
Park National Corp
INCREASED2,8681,070+1,798+168%$118.4K$293.1K+$174.8K2026-10-05
GW Henssler & Associates LTD
UNCHANGED2,8102,81000%$310.9K$287.2K-$23.7K2026-10-26
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED2,8063,706-900-24%$409.9K$286.8K-$123.1K2026-10-21
NTV Asset Management LLC
DECREASED2,8053,305-500-15%$365.6K$286.7K-$78.9K2026-10-23
Carlson Financial, Inc.
DECREASED2,7862,793-70%$309.1K$284.7K-$24.3K2026-11-05
IVC Wealth Advisors LLC
DECREASED2,7703,074-304-10%$340.1K$283.1K-$57.0K2026-10-23
Sage Mountain Advisors LLC
UNCHANGED2,7632,76300%$305.7K$282.4K-$23.3K2026-11-02
Plato Investment Management Ltd
DECREASED2,73610,713-7,977-74%$1.2M$280.7K-$897.5K2026-11-05
Retirement Planning Co of New England, Inc.
UNCHANGED2,7242,72400%$301.4K$278.4K-$22.9K2026-10-15
Sigma Investment Counselors Inc
INCREASED2,7072,702+5+0%$298.9K$276.7K-$22.3K2026-10-27
Asset Dedication, LLC
DECREASED2,6942,993-299-10%$331.1K$275.4K-$55.7K2026-11-03
71 West Capital Partners
INCREASED2,6892,667+22+1%$295.1K$274.8K-$20.2K2026-11-04
OpenArc Corporate Advisory, LLC
NEW2,683—+2,683——$274.2K—2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED2,6632,149+514+24%$238.0K$272.0K+$34.0K2026-10-19
Lionshead Wealth Management, LLC
DECREASED2,6632,678-15-1%$296.3K$272.2K-$24.1K2026-10-21
Woodward Financial Advisors, Inc.
INCREASED2,6512,628+23+1%$290.8K$270.9K-$19.9K2026-10-19
Valley Brook Capital Group, Inc.
UNCHANGED2,6502,65000%$293.2K$270.9K-$22.3K2026-10-26
Peachtree Investment Partners, LLC
DECREASED2,6432,655-120%$293.7K$270.1K-$23.6K2026-11-05
Avion Wealth
DECREASED2,6382,647-90%$292.0K$269.0K-$23.0K2026-11-04
Veratis Advisors, Inc.
UNCHANGED2,6222,62200%$290.1K$268.0K-$22.1K2026-11-03
Interchange Capital Partners, LLC
INCREASED2,6082,317+291+13%$256.3K$266.6K+$10.2K2026-10-28
Value Investment Professionals, LLC
INCREASED2,6002,578+22+1%$285.2K$265.7K-$19.5K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED2,5972,058+539+26%$227.7K$265.4K+$37.7K2026-11-03
ARS Investment Partners, LLC
UNCHANGED2,5952,59500%$287.1K$265.2K-$21.9K2026-11-05
Walled Lake Planning & Wealth Management, LLC
INCREASED2,5882,569+19+1%$284.1K$264.5K-$19.6K2026-10-29
AMG National Trust Bank
UNCHANGED2,5772,57700%$285.1K$263.4K-$21.7K2026-11-05
Rydar Equities, Inc.
INCREASED2,5742,552+22+1%$288.5K$269.3K-$19.2K2026-10-13
John Boyer, Inc.
INCREASED2,5572,536+21+1%$280.6K$261.4K-$19.2K2026-10-27
Private Trust Co NA
INCREASED2,5542,550+4+0%$282.1K$261.0K-$21.1K2026-10-20
TD Waterhouse Canada Inc.
INCREASED2,5422,342+200+9%$260.0K$263.1K+$3.1K2026-10-16
Lanark Financial, Inc.
INCREASED2,5372,535+2+0%$280.5K$259.3K-$21.2K2026-10-26
Bryn Mawr Trust Advisors, LLC
UNCHANGED2,5162,51600%$278.3K$257.2K-$21.2K2026-11-04
Waters Parkerson & Co., LLC
UNCHANGED2,5052,50500%$277.1K$256.0K-$21.1K2026-11-04
Capital Investment Counsel, Inc
UNCHANGED2,5002,50000%$276.6K$255.5K-$21.1K2026-10-20
Pacific Center for Financial Services
UNCHANGED2,5002,50000%$276.6K$255.5K-$21.1K2026-10-15
PDS Planning, Inc
NEW2,474—+2,474——$252.9K—2026-11-03
Kathmere Capital Management, LLC
INCREASED2,4412,266+175+8%$250.7K$249.5K-$1.2K2026-10-20
Verity & Verity, LLC
DECREASED2,4383,956-1,518-38%$437.7K$249.2K-$188.5K2026-10-23
Alta Advisers Ltd
NEW2,437—+2,437——$249.1K—2026-11-02
Thompson Siegel & Walmsley LLC
UNCHANGED2,4262,42600%$268.0K$248.0K-$20.0K2026-11-05
Spire Wealth Management
DECREASED2,41110,183-7,772-76%$1.1M$246.5K-$880.1K2026-10-30
Columbia Asset Management
DECREASED2,4042,558-154-6%$283.0K$245.7K-$37.3K2026-10-19
MBA Advisors LLC
UNCHANGED2,4042,40400%$266.0K$245.7K-$20.2K2026-10-29
Grandview Asset Management LLC
INCREASED2,4032,386+17+1%$264.0K$245.6K-$18.3K2026-10-19
Bullock Wealth Management Group
INCREASED2,4002,393+7+0%$265.5K$248.4K-$17.1K2026-10-09
WealthPlan Investment Management, LLC
NEW2,385—+2,385——$243.8K—2026-10-15
BAR Harbor Wealth Management
DECREASED2,3852,514-129-5%$278.1K$243.8K-$34.4K2026-10-21
Vericrest Private Wealth
UNCHANGED2,3742,37400%$262.6K$242.6K-$20.0K2026-10-21
Aurora Private Wealth, Inc.
INCREASED2,3562,096+260+12%$232.0K$241.0K+$9.0K2026-10-20
Howard Capital Management, LLC
DECREASED2,3532,379-26-1%$263.2K$240.5K-$22.7K2026-10-16
Bath Savings Trust Co
UNCHANGED2,3532,35300%$260.3K$240.4K-$19.8K2026-10-07
Intrua Financial, LLC
DECREASED2,3472,377-30-1%$263.0K$239.9K-$23.0K2026-10-28
Supplemental Annuity Collective Trust of NJ
DECREASED2,3402,364-24-1%$261.5K$239.2K-$22.4K2026-11-02
MBL Wealth, LLC
NEW2,339—+2,339——$239.1K—2026-10-22
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED2,3282,32800%$257.5K$257.5K$02026-10-15
Manske Wealth Management
UNCHANGED2,3102,31000%$255.6K$236.1K-$19.5K2026-10-26
Penobscot Investment Management Company, Inc.
UNCHANGED2,3002,30000%$254.4K$235.1K-$19.4K2026-10-26
Turtle Creek Wealth Advisors, LLC
DECREASED2,2772,855-578-20%$315.8K$232.7K-$83.1K2026-10-15
Wedgewood Investors Inc
UNCHANGED2,2702,27000%$251.1K$232.0K-$19.1K2026-10-28
Heritage Family Offices, LLP
INCREASED2,2652,096+169+8%$231.9K$231.5K-$3732026-11-02
Annex Advisory Services, LLC
INCREASED2,2631,852+411+22%$204.9K$231.3K+$26.5K2026-10-16
Florida Trust Wealth Management Co
INCREASED2,2512,151+100+5%$238.0K$230.1K-$7.9K2026-11-05
Mainsail Asset Management, LLC
INCREASED2,2461,804+442+25%$202.7K$236.1K+$33.4K2026-10-14
Lantern Wealth Advisors, LLC
INCREASED2,2422,240+2+0%$247.8K$229.2K-$18.7K2026-10-22
Aspiriant, LLC
INCREASED2,2331,915+318+17%$211.9K$228.3K+$16.4K2026-10-16
Childress Capital Advisors, LLC
DECREASED2,2332,318-85-4%$256.4K$228.2K-$28.2K2026-10-28
Hilton Head Capital Partners, LLC
DECREASED2,2232,423-200-8%$268.1K$227.2K-$40.8K2026-10-23
Montag A & Associates Inc
UNCHANGED2,2222,22200%$245.8K$227.1K-$18.7K2026-10-29
Harbor Asset Planning, Inc.
UNCHANGED2,2112,21100%$244.6K$225.9K-$18.6K2026-10-23
BridgePort Financial Solutions, LLC
NEW2,210—+2,210——$225.9K—2026-11-02
TCV Trust & Wealth Management, Inc.
INCREASED2,2062,167+39+2%$239.7K$225.5K-$14.3K2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED2,2002,20000%$243.4K$224.9K-$18.5K2026-11-03
Evanson Financial, LLC
UNCHANGED2,2002,20000%$243.4K$224.9K-$18.5K2026-10-23
Biltmore Family Office, LLC
DECREASED2,1882,198-100%$243.1K$223.6K-$19.5K2026-11-03
Next Level Private LLC
INCREASED2,1742,062+112+5%$228.1K$222.2K-$5.8K2026-10-20
Resonant Capital Advisors, LLC
DECREASED2,1652,437-272-11%$269.6K$221.3K-$48.3K2026-10-15
SYM Financial Corp
INCREASED2,1582,056+102+5%$227.5K$220.5K-$6.9K2026-10-26
Carolina Wealth Management Inc
DECREASED2,1502,155-50%$238.4K$219.8K-$18.7K2026-10-29
Cadinha & Co LLC
UNCHANGED2,1502,15000%$237.9K$219.8K-$18.1K2026-10-22
Seamount Financial Group Inc
UNCHANGED2,1372,13700%$236.4K$218.4K-$18.0K2026-10-21
Mission Wealth Management, LP
DECREASED2,1315,704-3,573-63%$631.1K$217.8K-$413.3K2026-10-15
Parkside Financial Bank & Trust
INCREASED2,1301,934+196+10%$214.0K$217.7K+$3.7K2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED2,1252,200-75-3%$243.4K$217.2K-$26.2K2026-10-23
Victrix Investment Advisors
UNCHANGED2,1172,11700%$234.2K$216.4K-$17.8K2026-10-13
Flagship Harbor Advisors, LLC
DECREASED2,0942,112-18-1%$233.7K$214.0K-$19.6K2026-10-26
Armstrong, Fleming & Moore, Inc
UNCHANGED2,0892,08900%$231.1K$213.5K-$17.6K2026-10-28
HCR Wealth Advisors
INCREASED2,0812,056+25+1%$227.5K$212.7K-$14.8K2026-10-15
Embree Financial Group
DECREASED2,0802,200-120-5%$243.4K$212.6K-$30.8K2026-10-22
Chemistry Wealth Management LLC
DECREASED2,0712,210-139-6%$244.5K$211.6K-$32.9K2026-10-16
Axiom Investment Management LLC
DECREASED2,06610,720-8,654-81%$1.2M$211.0K-$974.9K2026-11-03
Commons Capital, LLC
INCREASED2,0462,042+4+0%$225.9K$209.2K-$16.7K2026-11-05
Quadcap Wealth Management, LLC
DECREASED2,0412,210-169-8%$244.5K$208.6K-$35.9K2026-11-02
Victory Financial Group, LLC
NEW2,032—+2,032——$207.7K—2026-10-27
Farmers & Merchants Investments Inc
UNCHANGED2,0312,03100%$224.7K$207.6K-$17.1K2026-10-22
Simon Quick Advisors, LLC
DECREASED2,0302,458-428-17%$271.9K$207.5K-$64.4K2026-10-26
Bill Few Associates, Inc.
INCREASED2,0272,022+5+0%$223.7K$207.2K-$16.6K2026-10-09
Blodgett Wealth Advisors, LLC
DECREASED2,0003,000-1,000-33%$331.9K$204.4K-$127.5K2026-10-23
Hunter Associates Investment Management LLC
UNCHANGED2,0002,00000%$221.0K$204.0K-$17.0K2026-10-26
Clay Northam Wealth Management, LLC
UNCHANGED2,0002,00000%$221.3K$204.4K-$16.8K2026-10-13
Trail Ridge Investment Advisors, LLC
UNCHANGED2,0002,00000%$221.3K$204.4K-$16.8K2026-10-16
Emprise Bank
UNCHANGED2,0002,00000%$221.3K$204.4K-$16.8K2026-10-07
Ascentis Wealth Management, LLC
DECREASED1,9972,385-388-16%$263.9K$204.1K-$59.7K2026-11-03
C2c Wealth Management, LLC
INCREASED1,9931,989+4+0%$220.1K$203.7K-$16.3K2026-10-20
Armor Investment Advisors, LLC
INCREASED1,9921,987+5+0%$219.8K$203.6K-$16.2K2026-10-27
Radnor Capital Management, LLC
UNCHANGED1,9881,98800%$219.9K$203.2K-$16.7K2026-10-23
Smith Salley Wealth Management
NEW1,985—+1,985——$202.9K—2026-11-03
LVW Advisors, LLC
DECREASED1,9812,012-31-2%$222.6K$202.5K-$20.1K2026-10-19
Enterprise Financial Services Corp
NEW1,978—+1,978——$202.2K—2026-11-03
Verdence Capital Advisors LLC
NEW1,977—+1,977——$202.0K—2026-10-26
Montecito Bank & Trust
UNCHANGED1,9681,96800%$217.7K$201.2K-$16.6K2026-10-01
Kelleher Financial Advisors
DECREASED1,8733,746-1,873-50%$414.4K$191.4K-$223.0K2026-10-30
Alpha Family Trust
UNCHANGED1,8601,86000%$205.8K$205.8K$02026-11-04
Formidable Asset Management, LLC
UNCHANGED1,8371,83700%$207.9K$203.2K-$4.7K2026-11-03
Bokf, NA
INCREASED1,8361,835+1+0%$203.0K$187.7K-$15.3K2026-10-27
SJS Investment Consulting Inc.
INCREASED1,8331,629+204+13%$180.2K$187.4K+$7.1K2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED1,8031,80300%$199.5K$184.3K-$15.2K2026-10-05
Bangor Savings Bank
DECREASED1,7411,788-47-3%$197.8K$177.9K-$19.9K2026-10-06
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,6361,63600%$181.0K$167.2K-$13.8K2026-10-30
Blue Trust, Inc.
DECREASED1,5892,449-860-35%$270.9K$162.4K-$108.5K2026-10-15
Root Financial Partners, LLC
NEW1,561—+1,561——$159.6K—2026-10-21
Triumph Capital Management
INCREASED1,5381,473+65+4%$163.0K$157.2K-$5.8K2026-10-14
Elevation Wealth Partners, LLC
INCREASED1,4611,072+389+36%$118.6K$149.3K+$30.7K2026-10-07
Golden State Wealth Management, LLC
INCREASED1,3971,396+1+0%$154.5K$142.8K-$11.7K2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED1,393788+605+77%$87.2K$142.4K+$55.2K2026-10-27
Oakworth Capital, Inc.
INCREASED1,3811,220+161+13%$135.1K$141.2K+$6.1K2026-10-26
Physician Wealth Advisors, Inc.
DECREASED1,3121,350-38-3%$149.3K$134.1K-$15.2K2026-10-20
Washington Trust Advisors, Inc.
UNCHANGED1,3001,30000%$143.8K$132.9K-$10.9K2026-10-22
Beacon Investment Advisory Services, Inc.
UNCHANGED1,2851,28500%$142.2K$131.3K-$10.8K2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED1,1851,18500%$131.1K$121.1K-$10.0K2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED1,1761,167+9+1%$129.1K$120.2K-$8.9K2026-10-27
Deseret Mutual Benefit Administrators
UNCHANGED1,1711,17100%$129.5K$119.7K-$9.9K2026-11-04
Bayforest Capital Ltd
DECREASED1,1511,260-109-9%$139.4K$117.6K-$21.8K2026-11-03
Cromwell Holdings LLC
DECREASED1,1311,177-46-4%$130.2K$115.6K-$14.6K2026-10-28
Syntax Research, Inc.
UNCHANGED1,1141,11400%$123.2K$113.9K-$9.4K2026-11-04
Birch Financial Group, LLC
NEW1,113—+1,113——$113.7K—2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED1,0861,231-145-12%$136.2K$111.0K-$25.2K2026-10-05
First Bancorp, Inc
UNCHANGED1,0601,06000%$117.3K$108.3K-$8.9K2026-10-26
Cullen T Bankers, Inc.
DECREASED1,0591,102-43-4%$121.9K$108.2K-$13.6K2026-10-28
Hussman Strategic Advisors, Inc.
UNCHANGED1,0001,00000%$110.6K$102.2K-$8.4K2026-11-02
GHP Investment Advisors, Inc.
DECREASED9851,081-96-9%$119.6K$100.6K-$19.0K2026-10-15
Hanson & Doremus Investment Management
UNCHANGED98598500%$109.0K$101.0K-$8.0K2026-10-16
Jnba Financial Advisors
INCREASED973320+653+204%$35.4K$99.5K+$64.0K2026-11-03
Blume Capital Management, Inc.
UNCHANGED97197100%$107.4K$99.2K-$8.2K2026-10-26
Quest 10 Wealth Builders, Inc.
INCREASED938788+150+19%$87.2K$95.9K+$8.7K2026-11-02
Centerpoint Advisors, LLC
UNCHANGED93593500%$103.0K$96.0K-$7.0K2026-11-05
Union Savings Bank
UNCHANGED90790700%$100.3K$92.7K-$7.6K2026-10-14
Trust Co of Toledo NA
DECREASED9031,103-200-18%$122.0K$92.3K-$29.7K2026-10-16
True Wealth Design, LLC
DECREASED875947-72-8%$104.8K$89.4K-$15.3K2026-10-13
Cape Investment Advisory, Inc.
INCREASED852846+6+1%$93.6K$87.1K-$6.5K2026-10-13
POM Investment Strategies, LLC
UNCHANGED84584500%$93.5K$86.4K-$7.1K2026-10-20
PFS Partners, LLC
INCREASED836745+91+12%$82.5K$85.5K+$3.0K2026-10-21
William Mack & Associates, Inc.
NEW819—+819——$83.7K—2026-10-27
Barrett & Company, Inc.
UNCHANGED81981900%$90.6K$83.7K-$6.9K2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED81681600%$90.3K$83.4K-$6.9K2026-10-13
Rachor Investment Advisory Services, LLC
INCREASED768767+1+0%$84.9K$78.5K-$6.4K2026-10-29
First Horizon Corp
DECREASED704724-20-3%$80.1K$72.0K-$8.1K2026-10-26
First Community Trust NA
UNCHANGED70070000%$77.4K$71.5K-$5.9K2026-10-07
Center for Financial Planning, Inc.
INCREASED695456+239+52%$50.4K$71.0K+$20.6K2026-10-26
Covestor Ltd
DECREASED670916-246-27%$101.0K$69.0K-$32.0K2026-10-30
Fortitude Family Office, LLC
INCREASED661646+15+2%$71.5K$67.6K-$3.9K2026-10-14
Citizens National Bank Trust Department
UNCHANGED66066000%$73.0K$67.5K-$5.6K2026-11-04
Hilltop National Bank
DECREASED6571,015-358-35%$112.3K$67.2K-$45.1K2026-10-14
Chilton Capital Management LLC
DECREASED653733-80-11%$81.1K$66.7K-$14.3K2026-10-28
Central Pacific Bank - Trust Division
UNCHANGED65065000%$71.9K$66.4K-$5.5K2026-10-06
Nova Financial LLC
NEW647—+647——$66.1K—2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED64364300%$71.1K$65.7K-$5.4K2026-10-28
Compass Financial Management LLC
INCREASED636535+101+19%$58.4K$65.0K+$6.6K2026-10-30
Bfsg, LLC
UNCHANGED60460400%$66.8K$61.7K-$5.1K2026-10-30
United Community Bank
DECREASED600604-4-1%$66.8K$61.3K-$5.5K2026-10-28
Private Wealth Management Group, LLC
INCREASED593196+397+203%$21.7K$60.6K+$38.9K2026-10-19
Hurley Capital, LLC
INCREASED591587+4+1%$64.9K$60.5K-$4.4K2026-11-05
Cedar Mountain Advisors, LLC
UNCHANGED58658600%$64.8K$59.9K-$4.9K2026-10-15
Provenance Wealth Advisors, LLC
NEW583—+583——$59.6K—2026-10-30
Evermay Wealth Management LLC
UNCHANGED58158100%$64.3K$59.4K-$4.9K2026-11-05
Smallwood Wealth Investment Management, LLC
INCREASED572532+40+8%$58.9K$58.5K-$3922026-10-30
Buck Wealth Strategies, LLC
DECREASED568624-56-9%$69.0K$58.1K-$10.9K2026-10-28
CGC Financial Services, LLC
UNCHANGED54654600%$60.4K$55.8K-$4.6K2026-10-13
Gladwyn Financial Advisors, Inc.
UNCHANGED53153100%$58.7K$54.3K-$4.5K2026-10-05
Silver Grove Financial Group, Inc.
INCREASED512410+102+25%$45.4K$52.4K+$7.0K2026-11-05
DecisionPoint Financial, LLC
UNCHANGED50450400%$55.9K$52.2K-$3.8K2026-10-27
Peoples Financial Services Corp.
UNCHANGED50250200%$55.5K$51.3K-$4.2K2026-10-20
Tsfg, LLC
DECREASED501598-97-16%$66.0K$51.0K-$15.0K2026-10-23
Curat Global, LLC
UNCHANGED50050000%$55.3K$51.1K-$4.2K2026-10-26
West Financial Advisors, LLC
UNCHANGED47247200%$52.2K$48.2K-$4.0K2026-10-22
Harel Insurance Investments & Financial Services Ltd.
DECREASED466496-30-6%$55.0K$48.0K-$7.0K2026-11-02
Creative Financial Designs Inc
DECREASED4503,268-2,818-86%$361.5K$46.0K-$315.5K2026-11-04
West Branch Capital LLC
UNCHANGED45045000%$49.8K$46.0K-$3.8K2026-10-20
Hickory Point Bank & Trust
UNCHANGED44544500%$49.2K$45.5K-$3.7K2026-10-01
Pension & Wealth Management Advisors, Inc.
NEW418—+418——$42.7K—2026-10-16
Abound Wealth Management
INCREASED4185+413+8260%$560$42.7K+$42.2K2026-10-26
Valley National Advisers Inc
INCREASED408406+2+0%$44.9K$41.7K-$3.2K2026-10-23
Gables Capital Management Inc.
UNCHANGED40040000%$44.3K$40.9K-$3.4K2026-11-04
MV Capital Management, Inc.
DECREASED398426-28-7%$47.1K$40.7K-$6.4K2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED36636600%$40.5K$37.4K-$3.1K2026-10-20
Manchester Capital Management LLC
DECREASED333377-44-12%$41.7K$34.0K-$7.7K2026-10-22
IFS Advisors, LLC
UNCHANGED33233200%$36.7K$33.9K-$2.8K2026-10-14
Costello Asset Management, Inc
UNCHANGED33033000%$36.5K$33.7K-$2.8K2026-10-30
Acumen Wealth Advisors, LLC
UNCHANGED32832800%$36.3K$33.5K-$2.8K2026-11-05
Duncker Streett & Co Inc
UNCHANGED32432400%$35.8K$33.1K-$2.7K2026-10-27
Westside Investment Management, Inc.
INCREASED317124+193+156%$13.7K$32.5K+$18.8K2026-11-02
GoalVest Advisory LLC
INCREASED306170+136+80%$18.8K$31.3K+$12.5K2026-10-02
Financial Network Wealth Advisors LLC
UNCHANGED30430400%$33.6K$31.1K-$2.6K2026-10-28
Capital Advisors, Ltd. LLC
INCREASED277205+72+35%$23$28+$52026-10-27
Dorato Capital Management
UNCHANGED27727700%$30.7K$28.9K-$1.8K2026-10-08
Alpine Bank Wealth Management
DECREASED267290-23-8%$32.1K$27.3K-$4.8K2026-10-16
Salomon & Ludwin, LLC
UNCHANGED26526500%$29.4K$27.1K-$2.3K2026-10-29
First Premier Bank
UNCHANGED26226200%$29.0K$27.0K-$2.0K2026-10-13
William B. Walkup & Associates, Inc.
UNCHANGED25225200%$27.9K$25.8K-$2.1K2026-11-05
Activest Wealth Management
INCREASED250141+109+77%$15.6K$25.6K+$10.0K2026-10-15
Towne Trust Company, N.a
UNCHANGED25025000%$27.7K$25.6K-$2.1K2026-10-28
Wealth Enhancement Trust Services, Inc.
DECREASED236256-20-8%$28.3K$24.1K-$4.2K2026-10-07
Atwood & Palmer Inc
UNCHANGED23223200%$25.7K$23.7K-$2.0K2026-10-08
Maryland Capital Advisors Inc.
UNCHANGED23023000%$25.4K$23.5K-$1.9K2026-10-15
DB Fitzpatrick & Co, Inc
UNCHANGED22222200%$24.6K$22.7K-$1.9K2026-10-19
Quaker Wealth Management, LLC
UNCHANGED22222200%$24.6K$22.7K-$1.9K2026-10-22
High Note Wealth, LLC
INCREASED220204+16+8%$22.6K$22.5K-$832026-10-27
Byrne Asset Management LLC
UNCHANGED21521500%$23.8K$22.3K-$1.5K2026-10-06
Adirondack Trust Co
DECREASED213231-18-8%$25.6K$21.8K-$3.8K2026-10-14
Highline Wealth Partners LLC
INCREASED201105+96+91%$11.6K$20.5K+$8.9K2026-10-19
Holos Integrated Wealth LLC
UNCHANGED20020000%$22.6K$21.9K-$6602026-10-23
Blueline Advisors LLC
UNCHANGED19819800%$21.9K$20.2K-$1.7K2026-10-15
Raleigh Capital Management Inc.
DECREASED191212-21-10%$23.5K$19.5K-$4.0K2026-10-28
Signature Equity Partners, LLC
INCREASED190152+38+25%$16.8K$19.5K+$2.6K2026-10-29
Bell Investment Advisors, Inc
INCREASED181179+2+1%$19.8K$18.5K-$1.3K2026-10-29
Sawyer & Company, Inc
UNCHANGED17517500%$19.4K$17.9K-$1.5K2026-10-21
Meriwether Wealth & Planning, LLC
NEW170—+170——$17.4K—2026-10-13
Markowski Investments
INCREASED168167+1+1%$18.5K$17.1K-$1.3K2026-10-30
Joseph Group Capital Management
INCREASED163134+29+22%$14.8K$16.7K+$1.8K2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED15315300%$17.0K$15.7K-$1.3K2026-10-23
Montgomery Financial Services LLC
UNCHANGED15015000%$16.6K$15.3K-$1.3K2026-11-03
Balance Wealth Partners LLC
NEW149—+149——$15.3K—2026-10-27
West Paces Advisors Inc.
DECREASED140145-5-3%$16.0K$14.3K-$1.7K2026-10-13
Grove Bank & Trust
INCREASED13798+39+40%$10.8K$14.0K+$3.2K2026-10-08
Trust Co
UNCHANGED13013000%$14.4K$13.3K-$1.1K2026-10-09
Fairscale Capital, LLC
UNCHANGED12912900%$14.3K$15.0K+$7762026-11-04
Marshall & Sterling Wealth Advisors Inc.
INCREASED125124+1+1%$13.7K$12.8K-$9382026-10-28
Owl Creek Wealth Partners LLC
DECREASED123133-10-8%$14.7K$12.6K-$2.1K2026-10-20
Bare Financial Services, Inc
INCREASED115108+7+6%$11.9K$11.8K-$1932026-11-04
JFS Wealth Advisors, LLC
INCREASED114111+3+3%$12.3K$11.7K-$6242026-11-03
GK Wealth Management LLC
NEW111—+111——$11.4K—2026-10-09
Hughes Financial Services, LLC
INCREASED11047+63+134%$5.2K$12.7K+$7.5K2026-10-30
UMB Private Wealth Management, LLC
NEW107—+107——$10.9K—2026-10-19
Latitude Advisors, LLC
NEW100—+100——$10.2K—2026-10-27
CrossGen Wealth, LLC
DECREASED100150-50-33%$16.6K$10.2K-$6.4K2026-10-30
Gilpin Wealth Management, LLC
UNCHANGED10010000%$11.1K$10.2K-$8422026-10-09
Kennebec Savings Bank
UNCHANGED949400%$10.4K$9.6K-$7912026-10-22
PayPay Securities Corp
NEW93—+93——$9.5K—2026-10-27
Financial Management Professionals, Inc.
INCREASED8373+10+14%$8.1K$8.5K+$4072026-10-23
Pittenger & Anderson Inc
UNCHANGED838300%$9.2K$8.5K-$6992026-11-02
IMG Wealth Management, Inc.
INCREASED8212+70+583%$1.3K$8.4K+$7.1K2026-10-27
Evolution Wealth Management Inc.
DECREASED8297-15-15%$10.7K$8.4K-$2.4K2026-10-28
Richardson Financial Services Inc.
UNCHANGED808000%$8.9K$8.2K-$6752026-10-30
Steph & Co
UNCHANGED808000%$8.9K$8.2K-$6732026-10-07
Vermillion Wealth Management, Inc.
DECREASED74594-520-88%$65.7K$7.6K-$58.1K2026-10-26
Mascoma Wealth Management LLC
INCREASED664+62+1550%$443$6.7K+$6.3K2026-10-23
Wolff Wiese Magana LLC
DECREASED65102-37-36%$11.3K$6.6K-$4.6K2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED6453+11+21%$5.9K$6.5K+$6782026-11-03
NorthAvenue LLC
UNCHANGED646400%$7.1K$6.5K-$5392026-10-29
Arlington Trust Co LLC
DECREASED63447-384-86%$49.5K$6.4K-$43.0K2026-10-20
USA Financial Formulas
NEW61—+61——$6.2K—2026-10-16
Maseco LLP
NEW60—+60——$6.1K—2026-10-27
Brown, Lisle Ings, Inc.
DECREASED56106-50-47%$11.7K$5.7K-$6.0K2026-10-16
Putney Financial Group LLC
NEW55—+55——$5.6K—2026-10-30
Aspect Partners, LLC
DECREASED5484-30-36%$9.3K$5.5K-$3.8K2026-10-20
James T. Borello RIA
DECREASED5289-37-42%$9.8K$5.3K-$4.5K2026-10-16
Proathlete Wealth Management LLC
NEW51—+51——$5.2K—2026-10-15
Marquette Asset Management, LLC
DECREASED5159-8-14%$6.5K$5.2K-$1.3K2026-10-09
Bank of New Hampshire
DECREASED50100-50-50%$11.1K$5.1K-$6.0K2026-10-06
Cornerstone National Bank & Trust Co
UNCHANGED505000%$5.5K$5.2K-$3732026-10-20
Godsey & Gibb, Inc
UNCHANGED505000%$5.5K$5.1K-$4212026-10-14
Clark Wealth Partners
INCREASED4842+6+14%$4.6K$4.9K+$2602026-10-19
J.Safra Asset Management Corp
UNCHANGED484800%$5.3K$4.9K-$4042026-11-03
RMG Wealth Management LLC
UNCHANGED404000%$4.3K$4.6K+$3112026-10-26
KFG LLC
NEW38—+38——$3.9K—2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED3837,500-37,462-100%$4.1M$3.9K-$4.1M2026-10-15
Retirement Wealth Solutions LLC
INCREASED3818+20+111%$2.0K$3.9K+$1.9K2026-10-07
Wilkerson Advisory Group LLC
DECREASED3841-3-7%$4.5K$3.9K-$6522026-10-20
Roxbury Financial LLC
UNCHANGED383800%$4.2K$3.9K-$3222026-10-01
Toth Financial Advisory Corp
UNCHANGED373700%$4.1K$3.8K-$3122026-10-08
Plante Moran Financial Advisors, LLC
DECREASED3641-5-12%$4.5K$3.7K-$8562026-11-04
New England Capital Financial Advisors LLC
NEW33—+33——$3.4K—2026-11-03
Ares Financial Consulting, LLC
UNCHANGED303000%$3.3K$3.1K-$2532026-10-19
American National Bank & Trust
UNCHANGED303000%$3.3K$3.1K-$2522026-10-07
Horizon Financial Services, LLC
NEW29—+29——$3.0K—2026-11-04
Pacifica Partners Inc.
UNCHANGED292900%$3.3K$3.0K-$3052026-10-09
Torren Management, LLC
UNCHANGED292900%$3.2K$3.0K-$2202026-10-29
Creative Capital Management Investments LLC
INCREASED2824+4+17%$2.7K$2.9K+$2072026-10-28
Financial Consulate, Inc
DECREASED2528-3-11%$3.1K$2.6K-$5422026-10-23
Bear Mountain Capital, Inc.
UNCHANGED252500%$2.8K$2.8K+$312026-11-04
Country Trust Bank
UNCHANGED252500%$2.8K$2.6K-$2112026-10-30
Three Bridge Wealth Advisors, LLC
NEW24—+24——$2.5K—2026-11-05
Breakwater Investment Management
DECREASED2247-25-53%$5.2K$2.2K-$3.0K2026-10-20
Planning Strategies Inc.
INCREASED2221+1+5%$2.3K$2.2K-$742026-10-02
Burk Holdings LLC
UNCHANGED222200%$2.4K$2.2K-$1852026-11-05
1620 Investment Advisors, Inc.
UNCHANGED202000%$2.2K$2.0K-$1692026-11-04
St. Johns Investment Management Company, LLC
UNCHANGED202000%$2.2K$2.0K-$1692026-10-30
Nvwm, LLC
UNCHANGED181800%$2.0K$1.8K-$1512026-10-14
WestEnd Advisors, LLC
UNCHANGED171700%$1.9K$1.7K-$1432026-10-27
Nvest Wealth Strategies, Inc.
NEW14—+14——$1.4K—2026-10-14
Security National Bank
NEW14—+14——$1.4K—2026-10-26
Nemes Rush Group LLC
DECREASED1423-9-39%$2.5K$1.4K-$1.1K2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED141400%$1.5K$1.4K-$1182026-10-16
TFC Financial Management, Inc.
UNCHANGED141400%$1.5K$1.4K-$1182026-10-26
Birchwood Financial Partners, Inc.
NEW12—+12——$1.2K—2026-11-02
Downshift Financial, LLC
UNCHANGED101000%$1.1K$1.0K-$842026-10-13
Davis Capital Management
DECREASED812-4-33%$1.3K$818-$5102026-10-08
Rakuten Securities, Inc.
UNCHANGED8800%$885$818-$672026-11-02
Align Financial, LLC
NEW4—+4——$409—2026-10-16
Sunrise Financial Services, LLC
UNCHANGED4400%$443$409-$342026-10-21
Caitong International Asset Management Co., Ltd
NEW3—+3——$307—2026-10-29
Mosley Wealth Management
UNCHANGED3300%$332$330-$22026-10-16
Redwood Park Advisors LLC
UNCHANGED3300%$332$307-$252026-11-02
Leonteq Securities AG
UNCHANGED2200%$221$204-$172026-10-29
Wedge Capital Management L L P
CLOSED0133,433-133,433-100%$14.8M$0-$14.8M2026-10-13
Convergence Investment Partners, LLC
CLOSED019,877-19,877-100%$2.2M$0-$2.2M2026-10-28
Smith Group Asset Management, LLC
CLOSED05,000-5,000-100%$553.2K$0-$553.2K2026-10-27
Simplex Trading, LLC
CLOSED04,442-4,442-100%$491.4K$0-$491.4K2026-11-04
Wagner Wealth Management, Corp
CLOSED03,987-3,987-100%$441.1K$0-$441.1K2026-10-20
Milestone Asset Management, LLC
CLOSED03,939-3,939-100%$435.8K$0-$435.8K2026-10-15
J. Safra Sarasin Holding AG
CLOSED03,761-3,761-100%$415.9K$0-$415.9K2026-10-26
Waycross Partners, LLC
CLOSED03,604-3,604-100%$398.7K$0-$398.7K2026-11-03
Royal Fund Management, LLC
CLOSED03,292-3,292-100%$364.2K$0-$364.2K2026-10-22
Wellington Shields & Co., LLC
CLOSED02,932-2,932-100%$324.4K$0-$324.4K2026-11-03
Csenge Advisory Group
CLOSED02,532-2,532-100%$280.1K$0-$280.1K2026-11-04
Premier Path Wealth Partners, LLC
CLOSED02,438-2,438-100%$269.7K$0-$269.7K2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED02,096-2,096-100%$231.9K$0-$231.9K2026-10-27
Orange Investment Advisors, Inc.
CLOSED02,057-2,057-100%$227.6K$0-$227.6K2026-10-23
Aprio Wealth Management, LLC
CLOSED02,041-2,041-100%$225.8K$0-$225.8K2026-10-28
Fermata Advisors, LLC
CLOSED02,037-2,037-100%$225.4K$0-$225.4K2026-10-13
SmartHarvest Portfolios, LLC
CLOSED02,013-2,013-100%$222.7K$0-$222.7K2026-10-26
Sound Income Strategies, LLC
CLOSED01,993-1,993-100%$220.5K$0-$220.5K2026-10-09
Signature Estate & Investment Advisors LLC
CLOSED01,991-1,991-100%$220.3K$0-$220.3K2026-10-13
Americana Partners, LLC
CLOSED01,990-1,990-100%$220.2K$0-$220.2K2026-10-28
Boston Common Asset Management, LLC
CLOSED01,970-1,970-100%$217.9K$0-$217.9K2026-10-13
55 North Private Wealth, LLC
CLOSED01,945-1,945-100%$215.2K$0-$215.2K2026-10-20
Masterinvest Kapitalanlage GmbH
CLOSED01,923-1,923-100%$212.7K$0-$212.7K2026-11-03
Sage Capital Management, LLC
CLOSED01,913-1,913-100%$211.8K$0-$211.8K2026-10-20
Syverson Strege & Co
CLOSED01,900-1,900-100%$210.2K$0-$210.2K2026-11-02
Green Ridge Wealth Planning LLC
CLOSED01,882-1,882-100%$208.2K$0-$208.2K2026-10-08
Iowa State Bank
CLOSED01,880-1,880-100%$208.0K$0-$208.0K2026-10-06
Peak Financial Management, Inc.
CLOSED01,878-1,878-100%$207.8K$0-$207.8K2026-10-16
Family Legacy, Inc.
CLOSED01,875-1,875-100%$207.4K$0-$207.4K2026-10-13
Alchemi Wealth, LLC
CLOSED01,873-1,873-100%$207.2K$0-$207.2K2026-11-04
Lake Street Private Wealth, LLC
CLOSED01,852-1,852-100%$204.9K$0-$204.9K2026-10-22
Family Office Research LLC
CLOSED01,849-1,849-100%$204.5K$0-$204.5K2026-10-14
Accurate Wealth Management, LLC
CLOSED01,844-1,844-100%$204.8K$0-$204.8K2026-10-20
Nilsine Partners, LLC
CLOSED01,836-1,836-100%$203.1K$0-$203.1K2026-11-02
Mcrae Capital Management Inc
CLOSED01,825-1,825-100%$201.9K$0-$201.9K2026-10-15
Sanchez Gaunt Capital Management, LLC
CLOSED01,809-1,809-100%$200.1K$0-$200.1K2026-11-03
Family Legacy Financial Solutions, LLC
CLOSED01,484-1,484-100%$164.1K$0-$164.1K2026-10-07
Summit Securities Group LLC
CLOSED01,313-1,313-100%$145.3K$0-$145.3K2026-11-05
AdvisorNet Financial, Inc
CLOSED01,212-1,212-100%$134.1K$0-$134.1K2026-10-15
LifeSteps Financial, Inc.
CLOSED01,000-1,000-100%$110.6K$0-$110.6K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED0970-970-100%$107.3K$0-$107.3K2026-10-29
Birchbrook, Inc.
CLOSED0900-900-100%$99.6K$0-$99.6K2026-10-14
Northstar Asset Management Co
CLOSED0800-800-100%$90.4K$0-$90.4K2026-10-22
Gleason Group, Inc.
CLOSED0764-764-100%$84.6K$0-$84.6K2026-10-15
MCF Advisors LLC
CLOSED0762-762-100%$84.3K$0-$84.3K2026-10-28
Cornerstone Planning Group LLC
CLOSED0711-711-100%$79.7K$0-$79.7K2026-10-16
Catalyst Capital Advisors LLC
CLOSED0468-468-100%$51.8K$0-$51.8K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0209-209-100%$23.2K$0-$23.2K2026-10-14
Stone House Investment Management, LLC
CLOSED0152-152-100%$16.8K$0-$16.8K2026-10-23
NBT Bank, N.A.
CLOSED093-93-100%$10.3K$0-$10.3K2026-10-21
Wellington Shields Capital Management, LLC
CLOSED093-93-100%$10.3K$0-$10.3K2026-11-03
Barnes Dennig Private Wealth Management LLC
CLOSED074-74-100%$8.2K$0-$8.2K2026-10-30
Tounjian Advisory Partners, LLC
CLOSED021-21-100%$2.3K$0-$2.3K2026-11-04
Navigoe, LLC
CLOSED05-5-100%$0$0$02026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED04-4-100%$450$0-$4502026-10-16
Trifecta Capital Advisors, LLC
CLOSED01-1-100%$111$0-$1112026-10-21
BlackRock, Inc.
N/A—41,665,829-41,665,829-100%$4.6B———
State Street Corp
N/A—25,094,015-25,094,015-100%$2.8B———
Vanguard Capital Management LLC
N/A—24,085,197-24,085,197-100%$2.7B———
Vanguard Portfolio Management LLC
N/A—19,117,849-19,117,849-100%$2.1B———
Geode Capital Management, LLC
N/A—10,685,732-10,685,732-100%$1.2B———
Lazard Asset Management LLC
N/A—8,418,678-8,418,678-100%$931.4M———
Deutsche Bank Ag\
N/A—6,771,976-6,771,976-100%$749.2M———
Price T Rowe Associates Inc
N/A—5,638,183-5,638,183-100%$623.8M———
Morgan Stanley
N/A—5,518,074-5,518,074-100%$610.5M———
UBS Asset Management Americas LLC
N/A—4,847,672-4,847,672-100%$536.3M———
Norges Bank
N/A—4,671,271-4,671,271-100%$516.8M———
Legal & General Group Plc
N/A—4,468,517-4,468,517-100%$494.4M———
Northern Trust Corp
N/A—3,972,340-3,972,340-100%$439.5M———
Invesco Ltd.
N/A—3,726,451-3,726,451-100%$412.3M———
Allianz Asset Management GmbH
N/A—3,559,014-3,559,014-100%$393.7M———
AQR Capital Management LLC
N/A—3,557,080-3,557,080-100%$393.5M———
Atlas Infrastructure Partners (UK) Ltd.
N/A—3,418,444-3,418,444-100%$378.2M———
Goldman Sachs Group Inc
N/A—3,396,206-3,396,206-100%$375.7M———
UBS Group AG
N/A—3,251,331-3,251,331-100%$359.7M———
Amundi
N/A—2,860,038-2,860,038-100%$316.4M———
Charles Schwab Investment Management Inc
N/A—2,562,876-2,562,876-100%$283.5M———
Barclays PLC
N/A—2,244,443-2,244,443-100%$248.3M———
JPMorgan Chase & Co
N/A—2,072,053-2,072,053-100%$232.7M———
Vanguard Fiduciary Trust Co
N/A—2,069,503-2,069,503-100%$228.9M———
Citadel Advisors LLC
N/A—1,978,908-1,978,908-100%$218.9M———
FMR LLC
N/A—1,749,513-1,749,513-100%$193.5M———
HSBC Holdings PLC
N/A—1,529,164-1,529,164-100%$169.4M———
Nuveen, LLC
N/A—1,496,457-1,496,457-100%$165.6M———
First Trust Advisors LP
N/A—1,461,379-1,461,379-100%$161.7M———
Ontario Teachers Pension Plan Board
N/A—1,388,306-1,388,306-100%$153.6M———
Bank of America Corp
N/A—1,347,466-1,347,466-100%$149.1M———
PFA Pension, Forsikringsaktieselskab
N/A—1,325,484-1,325,484-100%$146.6M———
Quantinno Capital Management LP
N/A—1,156,533-1,156,533-100%$127.9M———
Swiss National Bank
N/A—1,039,200-1,039,200-100%$115.0M———
Royal Bank of Canada
N/A—1,022,976-1,022,976-100%$113.2M———
Panagora Asset Management Inc
N/A—974,276-974,276-100%$107.8M———
Two Sigma Investments, LP
N/A—935,900-935,900-100%$103.5M———
LPL Financial LLC
N/A—846,852-846,852-100%$93.7M———
Acadian Asset Management LLC
N/A—837,460-837,460-100%$92.6M———
Vanguard Global Advisers, LLC
N/A—798,718-798,718-100%$88.4M———
Vanguard Asset Management, Ltd
N/A—796,971-796,971-100%$88.2M———
California State Teachers Retirement System
N/A—794,867-794,867-100%$87.9M———
Danske Bank A/S
N/A—789,173-789,173-100%$87.3M———
California Public Employees Retirement System
N/A—782,033-782,033-100%$86.5M———
Rhumbline Advisers
N/A—782,005-782,005-100%$86.5M———
BNP Paribas Asset Management Holding S.A.
N/A—755,560-755,560-100%$83.6M———
Bank of Montreal
N/A—754,978-754,978-100%$83.5M———
Caisse de Depot ET Placement DU Quebec
N/A—696,829-696,829-100%$77.1M———
Canada Life Assurance Co
N/A—626,762-626,762-100%$69.2M———
Bridgewater Associates, LP
N/A—623,641-623,641-100%$69.0M———
Clean Energy Transition LLP
N/A—619,179-619,179-100%$68.5M———
Schroder Investment Management Group
N/A—610,473-610,473-100%$68.6M———
Canada Pension Plan Investment Board
N/A—602,421-602,421-100%$66.6M———
BNP Paribas Financial Markets
N/A—601,435-601,435-100%$66.5M———
National Pension Service
N/A—584,542-584,542-100%$64.7M———
Aviva PLC
N/A—565,610-565,610-100%$62.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—558,381-558,381-100%$60.9M———
D. E. Shaw & Co., Inc.
N/A—546,359-546,359-100%$60.4M———
Aberdeen Group plc
N/A—544,740-544,740-100%$60.3M———
Russell Investments Group, Ltd.
N/A—541,804-541,804-100%$59.9M———
Victory Capital Management Inc
N/A—529,130-529,130-100%$58.5M———
Renaissance Technologies LLC
N/A—507,600-507,600-100%$56.2M———
Nomura Asset Management Co LTD
N/A—497,923-497,923-100%$55.1M———
Newport Trust Company, LLC
N/A—465,083-465,083-100%$51.5M———
Franklin Resources Inc
N/A—442,234-442,234-100%$48.9M———
Capital Fund Management S.A.
N/A—439,598-439,598-100%$48.6M———
APG Asset Management N.V.
N/A—423,270-423,270-100%$41.0M———
Vinva Investment Management Ltd
N/A—418,297-418,297-100%$47.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—414,144-414,144-100%$45.8M———
Magellan Asset Management Ltd
N/A—410,364-410,364-100%$45.4M———
SEI Investments Co
N/A—406,694-406,694-100%$45.0M———
Alliancebernstein L.P.
N/A—404,113-404,113-100%$45.7M———
Royal London Asset Management LTD
N/A—388,158-388,158-100%$42.9M———
Wells Fargo & Company
N/A—383,169-383,169-100%$42.4M———
Maryland State Retirement & Pension System
N/A—369,358-369,358-100%$40.9M———
TD Asset Management Inc
N/A—368,128-368,128-100%$40.7M———
KLP Kapitalforvaltning AS
N/A—367,565-367,565-100%$40.7M———
Vanguard Investments Australia, Ltd.
N/A—367,544-367,544-100%$40.7M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—355,801-355,801-100%$39.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—342,061-342,061-100%$37.8M———
Eurizon Capital SGR S.p.A.
N/A—334,461-334,461-100%$37.0M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—326,040-326,040-100%$36.1M———
New York State Common Retirement Fund
N/A—305,991-305,991-100%$33.9M———
LOS Angeles Capital Management LLC
N/A—304,306-304,306-100%$33.7M———
State Board of Administration of Florida Retirement System
N/A—302,842-302,842-100%$33.5M———
Tredje Ap-fonden
N/A—273,901-273,901-100%$30.3M———
Raymond James Financial Inc
N/A—273,759-273,759-100%$30.3M———
Mercer Global Advisors Inc
N/A—273,028-273,028-100%$30.2M———
Cerity Partners LLC
N/A—272,991-272,991-100%$30.2M———
American Century Companies Inc
N/A—270,793-270,793-100%$30.0M———
Korea Investment Corp
N/A—268,201-268,201-100%$29.7M———
Macquarie Group LTD
N/A—267,500-267,500-100%$29.6M———
Vestcor Inc
N/A—266,003-266,003-100%$29.4M———
Ameriprise Financial Inc
N/A—262,485-262,485-100%$29.0M———
PNC Financial Services Group, Inc.
N/A—260,953-260,953-100%$28.9M———
Worldquant Millennium Advisors LLC
N/A—260,106-260,106-100%$28.8M———
Investment Management Corp of Ontario
N/A—256,578-256,578-100%$28.4M———
Nordea Investment Management AB
N/A—250,969-250,969-100%$28.0M———
Manufacturers Life Insurance Company, the
N/A—246,409-246,409-100%$27.3M———
Hite Hedge Asset Management LLC
N/A—233,409-233,409-100%$25.8M———
Martingale Asset Management L P
N/A—223,640-223,640-100%$24.7M———
MML Investors Services, LLC
N/A—214,839-214,839-100%$23.8M———
SG Americas Securities, LLC
N/A—214,494-214,494-100%$23.7M———
Nykredit A/S
N/A—213,016-213,016-100%$23.6M———
Aventail Capital Group, LP
N/A—212,868-212,868-100%$23.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—211,809-211,809-100%$23.4M———
QRG Capital Management, Inc.
N/A—205,974-205,974-100%$22.8M———
Wealthfront Advisers LLC
N/A—204,723-204,723-100%$22.6M———
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A—204,295-204,295-100%$22.6M———
Resona Asset Management Co.,Ltd.
N/A—203,492-203,492-100%$22.6M———
Storebrand Asset Management AS
N/A—200,439-200,439-100%$22.2M———
State of Wisconsin Investment Board
N/A—196,183-196,183-100%$21.7M———
Treasurer of the State of North Carolina
N/A—188,665-188,665-100%$20.9M———
Prudential Financial Inc
N/A—183,568-183,568-100%$20.3M———
Chevy Chase Trust Holdings, LLC
N/A—178,753-178,753-100%$19.8M———
National Bank of Canada
N/A—177,805-177,805-100%$19.7M———
Osaic Holdings, Inc.
N/A—172,840-172,840-100%$19.1M———
BW Gestao de Investimentos Ltda.
N/A—170,209-170,209-100%$18.8M———
Hudson Bay Capital Management LP
N/A—169,287-169,287-100%$18.7M———
Van Eck Associates Corp
N/A—163,899-163,899-100%$18.1M———
Janney Montgomery Scott LLC
N/A—162,158-162,158-100%$17.9M———
Natixis Advisors, LLC
N/A—161,490-161,490-100%$17.9M———
Cetera Investment Advisers
N/A—157,406-157,406-100%$17.4M———
Banco Santander, S.A.
N/A—156,426-156,426-100%$17.3M———
Mariner, LLC
N/A—156,346-156,346-100%$17.3M———
Prudential PLC
N/A—148,823-148,823-100%$16.5M———
BNP Paribas
N/A—147,662-147,662-100%$16.3M———
HighTower Advisors, LLC
N/A—145,683-145,683-100%$16.1M———
Varma Mutual Pension Insurance Co
N/A—137,915-137,915-100%$15.3M———
Toronto Dominion Bank
N/A—134,977-134,977-100%$14.9M———
Federation des caisses Desjardins du Quebec
N/A—130,628-130,628-100%$14.5M———
Focus Partners Wealth
N/A—126,137-126,137-100%$14.0M———
DnB Asset Management AS
N/A—121,618-121,618-100%$13.5M———
Mediolanum International Funds Ltd
N/A—118,768-118,768-100%$13.3M———
Stifel Financial Corp
N/A—115,298-115,298-100%$12.8M———
Edgestream Partners, L.P.
N/A—114,406-114,406-100%$12.7M———
Public Employees Retirement System of Ohio
N/A—114,116-114,116-100%$12.6M———
Ensign Peak Advisors, Inc
N/A—106,389-106,389-100%$11.8M———
Intech Investment Management LLC
N/A—105,916-105,916-100%$11.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—105,705-105,705-100%$11.7M———
Public Sector Pension Investment Board
N/A—105,184-105,184-100%$11.6M———
Andra Ap-fonden
N/A—104,400-104,400-100%$11.5M———
Empower Advisory Group, LLC
N/A—104,002-104,002-100%$11.5M———
Sienna Gestion
N/A—103,283-103,283-100%$11.7M———
Danica Pension, Livsforsikringsaktieselskab
N/A—101,578-101,578-100%$11.2M———
Meiji Yasuda Asset Management Co Ltd.
N/A—98,231-98,231-100%$10.9M———
Susquehanna Portfolio Strategies, LLC
N/A—96,801-96,801-100%$10.7M———
Greenland Capital Management LP
N/A—94,950-94,950-100%$10.5M———
VAN Lanschot Kempen Investment Management N.V.
N/A—92,652-92,652-100%$10.3M———
SummitTX Capital, L.P.
N/A—90,639-90,639-100%$10.0M———
Windle Wealth, LLC
N/A—87,416-87,416-100%$9.7M———
Teacher Retirement System of Texas
N/A—85,027-85,027-100%$9.4M———
MetLife Investment Management, LLC
N/A—84,311-84,311-100%$9.3M———
Vanguard Personalized Indexing Management, LLC
N/A—84,010-84,010-100%$9.3M———
Gotham Asset Management, LLC
N/A—80,451-80,451-100%$8.9M———
Woodline Partners LP
N/A—80,430-80,430-100%$8.9M———
Te Ahumairangi Investment Management Ltd
N/A—80,391-80,391-100%$8.9M———
Credit Agricole S A
N/A—80,378-80,378-100%$8.9M———
CIBC Bancorp USA Inc.
N/A—79,787-79,787-100%$8.8M———
O'shaughnessy Asset Management, LLC
N/A—79,238-79,238-100%$8.8M———
BLI - Banque de Luxembourg Investments
N/A—79,000-79,000-100%$8.9M———
Ilex Capital Partners (UK) LLP
N/A—77,727-77,727-100%$8.6M———
Cresset Asset Management, LLC
N/A—77,546-77,546-100%$8.6M———
Voya Investment Management LLC
N/A—75,118-75,118-100%$8.3M———
Stephens Inc
N/A—72,152-72,152-100%$8.0M———
Bank of Nova Scotia
N/A—71,219-71,219-100%$7.9M———
State of Tennessee, Department of Treasury
N/A—71,149-71,149-100%$7.9M———
Daiichi Life Insurance Co., Ltd.
N/A—70,775-70,775-100%$7.8M———
Captrust Financial Advisors
N/A—69,816-69,816-100%$7.7M———
Dakota Wealth Management
N/A—67,618-67,618-100%$7.5M———
PFG Investments, LLC
N/A—65,590-65,590-100%$7.3M———
Coston, McIsaac & Partners
N/A—64,904-64,904-100%$7.2M———
IEQ Capital, LLC
N/A—63,797-63,797-100%$7.1M———
Tradewinds, Llc.
N/A—61,225-61,225-100%$560.5K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—60,451-60,451-100%$6.7M———
M&T Bank Corp
N/A—60,250-60,250-100%$6.7M———
Elo Mutual Pension Insurance Co
N/A—60,172-60,172-100%$6.7M———
Ilmarinen Mutual Pension Insurance Co
N/A—58,000-58,000-100%$6.4M———
Gabelli Funds LLC
N/A—58,000-58,000-100%$6.4M———
Jupiter Topco LLC
N/A—55,948-55,948-100%$6.2M———
Utah Retirement Systems
N/A—55,877-55,877-100%$6.2M———
Police & Firemen's Retirement System of New Jersey
N/A—55,840-55,840-100%$6.2M———
British Columbia Investment Management Corp
N/A—55,253-55,253-100%$6.1M———
Horizon Investments, LLC
N/A—54,702-54,702-100%$6.1M———
Westpac Banking Corp
N/A—52,202-52,202-100%$5.8M———
Sanctuary Advisors, LLC
N/A—51,921-51,921-100%$5.7M———
Hamel Associates, Inc.
N/A—51,867-51,867-100%$5.7M———
Summit Trail Advisors, LLC
N/A—51,553-51,553-100%$5.7M———
Nissay Asset Management Corp N
N/A—50,836-50,836-100%$5.6M———
Hamilton Capital Partners Inc.
N/A—50,302-50,302-100%$5.6M———
Neuberger Berman Group LLC
N/A—50,250-50,250-100%$5.6M———
USS Investment Management Ltd
N/A—49,407-49,407-100%$5.5M———
Rothschild Investment LLC
N/A—47,228-47,228-100%$5.2M———
Integrated Wealth Concepts LLC
N/A—46,287-46,287-100%$5.1M———
Kettle Hill Capital Management, LLC
N/A—46,027-46,027-100%$5.1M———
LBP AM SA
N/A—45,841-45,841-100%$5.1M———
Arax Advisory Partners
N/A—45,071-45,071-100%$5.0M———
Susquehanna International Group, LLP
N/A—44,020-44,020-100%$4.9M———
Private Advisor Group, LLC
N/A—42,998-42,998-100%$4.8M———
Meeder Asset Management Inc
N/A—42,543-42,543-100%$4.7M———
Wellington Management Group LLP
N/A—41,940-41,940-100%$4.6M———
Commerce Bank
N/A—41,811-41,811-100%$4.6M———
Pathstone Holdings, LLC
N/A—41,051-41,051-100%$4.5M———
Rafferty Asset Management, LLC
N/A—40,705-40,705-100%$4.5M———
Jones Financial Companies Lllp
N/A—40,458-40,458-100%$4.5M———
Kinloch Capital, LLC
N/A—40,048-40,048-100%$4.4M———
Cherokee Insurance Co
N/A—37,400-37,400-100%$4.1M———
Sound View Wealth Advisors Group, LLC
N/A—37,009-37,009-100%$4.1M———
Fred Alger Management, LLC
N/A—36,016-36,016-100%$4.0M———
Money Concepts Capital Corp
N/A—35,807-35,807-100%$4.0M———
Atom Investors LP
N/A—35,657-35,657-100%$3.9M———
Tidal Investments LLC
N/A—35,439-35,439-100%$3.9M———
Zacks Investment Management
N/A—35,404-35,404-100%$3.9M———
TCW Group Inc
N/A—34,753-34,753-100%$3.8M———
Sequoia Financial Advisors, LLC
N/A—34,618-34,618-100%$3.8M———
Nomura Holdings Inc
N/A—34,232-34,232-100%$3.8M———
Independent Advisor Alliance
N/A—34,156-34,156-100%$3.8M———
Allstate Corp
N/A—33,263-33,263-100%$3.7M———
Rockefeller Capital Management L.P.
N/A—32,930-32,930-100%$3.6M———
Advisors Asset Management, Inc.
N/A—31,442-31,442-100%$3.5M———
Peapack Gladstone Financial Corp
N/A—31,357-31,357-100%$3.5M———
Ostrum Asset Management
N/A—31,135-31,135-100%$3.4M———
Public Employees Retirement Association of Colorado
N/A—31,081-31,081-100%$3.4M———
Marshall Financial Group, LLC
N/A—30,873-30,873-100%$3.4M———
Beacon Pointe Advisors, LLC
N/A—30,390-30,390-100%$3.4M———
Great Valley Advisor Group, Inc.
N/A—30,001-30,001-100%$3.3M———
Blair William & Co
N/A—29,645-29,645-100%$3.3M———
Envestnet Asset Management Inc
N/A—29,607-29,607-100%$3.3M———
Texas Yale Capital Corp.
N/A—29,512-29,512-100%$3.3M———
Merit Financial Group, LLC
N/A—29,419-29,419-100%$3.3M———
Regal Investment Advisors LLC
N/A—29,375-29,375-100%$3.2M———
NewEdge Advisors, LLC
N/A—29,138-29,138-100%$3.2M———
Mizuho Securities USA LLC
N/A—28,852-28,852-100%$3.2M———
Man Group plc
N/A—28,205-28,205-100%$3.1M———
Westerkirk Capital Inc.
N/A—28,100-28,100-100%$3.1M———
Northwest & Ethical Investments L.P.
N/A—27,814-27,814-100%$3.1M———
Snowden Capital Advisors LLC
N/A—27,388-27,388-100%$3.0M———
Pacer Advisors, Inc.
N/A—27,145-27,145-100%$3.0M———
Teachers Retirement System of the State of Kentucky
N/A—27,144-27,144-100%$3.0M———
Omers Administration Corp
N/A—26,908-26,908-100%$3.0M———
Stratos Investment Management, LLC
N/A—26,861-26,861-100%$3.0M———
&partners
N/A—26,851-26,851-100%$3.0M———
WealthTrust Axiom LLC
N/A—26,763-26,763-100%$3.0M———
Bleakley Financial Group, LLC
N/A—26,487-26,487-100%$2.9M———
Graham Capital Management, L.P.
N/A—26,241-26,241-100%$2.9M———
Saudi Central Bank
N/A—25,790-25,790-100%$2.9M———
Lombard Odier Asset Management (Switzerland) SA
N/A—25,125-25,125-100%$2.8M———
Guggenheim Capital LLC
N/A—25,028-25,028-100%$2.8M———
Vident Advisory, LLC
N/A—24,773-24,773-100%$2.7M———
Empowered Funds, LLC
N/A—24,674-24,674-100%$2.7M———
Cary Street Partners Financial LLC
N/A—24,467-24,467-100%$2.7M———
Savant Capital, LLC
N/A—24,455-24,455-100%$2.7M———
Norinchukin Bank, The
N/A—24,310-24,310-100%$2.7M———
Caprock Group, LLC
N/A—23,807-23,807-100%$2.6M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—23,800-23,800-100%$2.6M———
CI Investments Inc.
N/A—22,875-22,875-100%$2.5M———
Kentucky Retirement Systems
N/A—22,755-22,755-100%$2.5M———
Sivia Capital Partners, LLC
N/A—22,406-22,406-100%$2.5M———
Joel Isaacson & Co., LLC
N/A—22,363-22,363-100%$2.5M———
Natixis
N/A—22,267-22,267-100%$2.5M———
SlateStone Wealth, LLC
N/A—22,022-22,022-100%$2.4M———
Jane Street Group, LLC
N/A—21,977-21,977-100%$2.4M———
Lighthouse Investment Partners, LLC
N/A—21,942-21,942-100%$2.4M———
RD Lewis Holdings, Inc.
N/A—21,498-21,498-100%$2.3M———
MAI Capital Management
N/A—21,120-21,120-100%$2.3M———
Frec Markets, Inc.
N/A—20,827-20,827-100%$2.3M———
Bollard Group LLC
N/A—20,765-20,765-100%$2.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—20,699-20,699-100%$2.3M———
Northwestern Mutual Wealth Management Co
N/A—20,495-20,495-100%$2.3M———
Flputnam Investment Management Co
N/A—20,361-20,361-100%$2.3M———
Dougherty & Associates, LLC
N/A—20,312-20,312-100%$2.2M———
EP Wealth Advisors, LLC
N/A—20,311-20,311-100%$2.2M———
Sovereign Financial Group, Inc.
N/A—20,019-20,019-100%$2.2M———
Diversified Trust Co
N/A—19,826-19,826-100%$2.2M———
Mayflower Financial Advisors, LLC
N/A—19,340-19,340-100%$2.1M———
Equitable Holdings, Inc.
N/A—19,066-19,066-100%$2.1M———
United Capital Financial Advisors, LLC
N/A—19,024-19,024-100%$2.1M———
Odyssean, LLC
N/A—18,767-18,767-100%$2.1M———
DC Investments Management, LLC
N/A—18,543-18,543-100%$2.1M———
Millennium Management LLC
N/A—18,443-18,443-100%$2.0M———
Brown Advisory Inc
N/A—18,319-18,319-100%$2.0M———
Pinebridge Investments LLC
N/A—18,174-18,174-100%$2.0M———
Baird Financial Group, Inc.
N/A—17,972-17,972-100%$2.0M———
Orion Porfolio Solutions, LLC
N/A—17,621-17,621-100%$1.9M———
Squarepoint Ops LLC
N/A—17,595-17,595-100%$1.9M———
Huntington National Bank
N/A—17,349-17,349-100%$1.9M———
Moors & Cabot, Inc.
N/A—17,285-17,285-100%$1.9M———
Ingalls & Snyder LLC
N/A—17,195-17,195-100%$1.9M———
Glenmede Trust Co NA
N/A—16,935-16,935-100%$1.9M———
Waverly Advisors, LLC
N/A—16,308-16,308-100%$1.8M———
Ameritas Investment Partners, Inc.
N/A—16,308-16,308-100%$1.8M———
Ethos Financial Group, LLC
N/A—16,289-16,289-100%$1.8M———
Quadrature Capital Ltd
N/A—16,162-16,162-100%$1.8M———
Foundations Investment Advisors, LLC
N/A—16,040-16,040-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—15,961-15,961-100%$1.8M———
Banque Cantonale Vaudoise
N/A—15,897-15,897-100%$1.8M———
Havemeyer Place LP
N/A—15,566-15,566-100%$1.7M———
Syon Capital LLC
N/A—15,508-15,508-100%$1.7M———
AE Wealth Management LLC
N/A—15,451-15,451-100%$1.7M———
ING Groep NV
N/A—15,374-15,374-100%$1.7M———
Impax Asset Management Group plc
N/A—15,238-15,238-100%$1.7M———
Western Wealth Management, LLC
N/A—15,139-15,139-100%$1.7M———
Two Sigma Securities, LLC
N/A—15,093-15,093-100%$1.7M———
World Investment Advisors
N/A—14,583-14,583-100%$1.6M———
New Age Alpha Advisors, LLC
N/A—14,433-14,433-100%$1.6M———
Mufg Securities Emea plc
N/A—14,424-14,424-100%$1.6M———
Ameritas Advisory Services, LLC
N/A—14,321-14,321-100%$1.6M———
Nuance Investments, LLC
N/A—14,030-14,030-100%$1.6M———
SOA Wealth Advisors, Llc.
N/A—13,956-13,956-100%$1.5M———
Allworth Financial LP
N/A—13,806-13,806-100%$1.5M———
1832 Asset Management L.P.
N/A—13,776-13,776-100%$1.5M———
Voloridge Investment Management, LLC
N/A—13,750-13,750-100%$1.5M———
Strategic Investment Advisors / MI
N/A—13,719-13,719-100%$1.5M———
Delta Asset Management LLC
N/A—13,714-13,714-100%$1.5M———
Wealthspire Advisors, LLC
N/A—13,533-13,533-100%$1.5M———
Lionhunter Capital Management, LLC
N/A—13,513-13,513-100%$1.5M———
Federated Hermes, Inc.
N/A—13,358-13,358-100%$1.5M———
Engineers Gate Manager LP
N/A—13,358-13,358-100%$1.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—13,235-13,235-100%$1.5M———
Aptus Capital Advisors, LLC
N/A—13,170-13,170-100%$1.5M———
Frisch Financial Group, Inc.
N/A—13,105-13,105-100%$1.4M———
South Dakota Investment Council
N/A—13,055-13,055-100%$1.4M———
Brown Brothers Harriman & Co
N/A—12,997-12,997-100%$1.4M———
Leavell Investment Management, Inc.
N/A—12,843-12,843-100%$1.4M———
Meeder Advisory Services, Inc.
N/A—12,836-12,836-100%$1.4M———
Apriem Advisors
N/A—12,781-12,781-100%$1.4M———
Stratos Wealth Partners, Ltd.
N/A—12,449-12,449-100%$1.4M———
IHT Wealth Management, LLC
N/A—12,358-12,358-100%$1.4M———
Empirical Finance, LLC
N/A—12,256-12,256-100%$1.4M———
Steward Partners Investment Advisory, LLC
N/A—12,179-12,179-100%$1.3M———
Baker Avenue Asset Management, LP
N/A—12,083-12,083-100%$1.3M———
Kovack Advisors, Inc.
N/A—12,031-12,031-100%$1.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—11,816-11,816-100%$1.3M———
Trustmark Bank Trust Department
N/A—11,748-11,748-100%$1.3M———
Jacobs Levy Equity Management, Inc
N/A—11,746-11,746-100%$1.3M———
HM Payson & Co
N/A—11,196-11,196-100%$1.2M———
Commerzbank Aktiengesellschaft
N/A—11,154-11,154-100%$1.2M———
Mufg Securities Americas Inc.
N/A—11,100-11,100-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—11,072-11,072-100%$1.2M———
Picton Mahoney Asset Management
N/A—11,042-11,042-100%$1.2M———
Siemens Fonds Invest GmbH
N/A—11,032-11,032-100%$1.2M———
Coldstream Capital Management Inc
N/A—10,906-10,906-100%$1.2M———
Geneos Wealth Management Inc.
N/A—10,533-10,533-100%$1.2M———
Summit Financial, LLC
N/A—10,521-10,521-100%$1.2M———
Icon Advisers Inc
N/A—10,500-10,500-100%$1.2M———
Coastal Bridge Advisors, LLC
N/A—10,478-10,478-100%$1.2M———
Hazelview Securities Inc.
N/A—10,326-10,326-100%$1.2M———
First Manhattan Co. Llc.
N/A—10,220-10,220-100%$1.1M———
Catalyst Financial Partners LLC
N/A—10,209-10,209-100%$1.1M———
Neo Ivy Capital Management
N/A—10,049-10,049-100%$1.1M———
Bessemer Group Inc
N/A—9,989-9,989-100%$1.1M———
Qtron Investments LLC
N/A—9,826-9,826-100%$1.1M———
Securian Asset Management, Inc
N/A—9,793-9,793-100%$1.1M———
Alethea Capital Management, LLC
N/A—9,767-9,767-100%$1.1M———
Mutual Advisors, LLC
N/A—9,699-9,699-100%$1.1M———
Clearstead Advisors, LLC
N/A—9,660-9,660-100%$1.1M———
Kera Capital Partners, Inc.
N/A—9,657-9,657-100%$1.1M———
Prosperity Consulting Group, LLC
N/A—9,581-9,581-100%$1.1M———
AlTi Global, Inc.
N/A—9,555-9,555-100%$1.1M———
Pinnacle Financial Partners, Inc.
N/A—9,546-9,546-100%$1.1M———
Curi Capital, LLC
N/A—9,535-9,535-100%$1.1M———
Balyasny Asset Management L.P.
N/A—9,492-9,492-100%$1.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—9,443-9,443-100%$1.0M———
Denali Advisors LLC
N/A—9,412-9,412-100%$1.0M———
West Family Investments, Inc.
N/A—9,376-9,376-100%$1.0M———
Northstar Financial Companies, Inc.
N/A—8,898-8,898-100%$984.3K———
Metis Global Partners, LLC
N/A—8,870-8,870-100%$981.3K———
Monetary Management Group Inc
N/A—8,850-8,850-100%$979.1K———
AssuredPartners Investment Advisors, LLC
N/A—8,835-8,835-100%$977.4K———
Harbour Investments, Inc.
N/A—8,689-8,689-100%$961.3K———
Johnson Investment Counsel Inc
N/A—8,667-8,667-100%$958.8K———
Mathes Company, Inc.
N/A—8,602-8,602-100%$952.0K———
Ballentine Partners, LLC
N/A—8,569-8,569-100%$948.0K———
Kiley Juergens Wealth Management, LLC
N/A—8,559-8,559-100%$946.9K———
Calton & Associates, Inc.
N/A—8,536-8,536-100%$944.4K———
Modern Wealth Management, LLC
N/A—8,452-8,452-100%$935.0K———
Schulhoff & Co Inc
N/A—8,416-8,416-100%$931.1K———
Landscape Capital Management, L.L.C.
N/A—8,356-8,356-100%$924.4K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—8,322-8,322-100%$920.7K———
Capstone Investment Advisors, LLC
N/A—8,275-8,275-100%$915.5K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—8,275-8,275-100%$915.5K———
Belpointe Asset Management LLC
N/A—8,268-8,268-100%$914.8K———
Envestnet Portfolio Solutions, Inc.
N/A—8,251-8,251-100%$912.8K———
Clearstead Trust, LLC
N/A—8,200-8,200-100%$907.1K———
Silvercrest Asset Management Group LLC
N/A—8,033-8,033-100%$888.7K———
Transcend Capital Advisors, LLC
N/A—7,944-7,944-100%$878.9K———
Venturi Wealth Management, LLC
N/A—7,921-7,921-100%$876.3K———
Keynote Financial Services LLC
N/A—7,896-7,896-100%$873.5K———
Advisory Services Network, LLC
N/A—7,853-7,853-100%$868.8K———
Financial Engines Advisors L.L.C.
N/A—7,669-7,669-100%$848.4K———
Evercore Wealth Management, LLC
N/A—7,661-7,661-100%$847.5K———
Canada Post Corp Registered Pension Plan
N/A—7,595-7,595-100%$840.2K———
Principal Securities, Inc.
N/A—7,531-7,531-100%$833.2K———
Adalta Capital Management LLC
N/A—7,467-7,467-100%$826.1K———
Johnson Financial Group, Inc.
N/A—7,456-7,456-100%$824.9K———
Invst, LLC
N/A—7,441-7,441-100%$823.2K———
Ellevest, Inc.
N/A—7,396-7,396-100%$817.9K———
Centennial Bank
N/A—7,331-7,331-100%$811.0K———
Arkadios Wealth Advisors
N/A—7,316-7,316-100%$809.4K———
Osmosis Investment Management UK Ltd
N/A—7,177-7,177-100%$794.0K———
NorthCoast Asset Management LLC
N/A—7,114-7,114-100%$787.1K———
Affinity Investment Advisors, LLC
N/A—6,960-6,960-100%$770.0K———
Cornerstone Capital, Inc.
N/A—6,957-6,957-100%$769.7K———
Bridgewater Advisors Inc.
N/A—6,884-6,884-100%$743.1K———
Groupama Asset Managment
N/A—6,810-6,810-100%$764.7K———
Wealth Alliance, LLC
N/A—6,549-6,549-100%$724.5K———
United Bank
N/A—6,450-6,450-100%$713.6K———
Centaurus Financial, Inc.
N/A—6,331-6,331-100%$700.0K———
Cannell & Spears LLC
N/A—6,265-6,265-100%$693.1K———
Pure Financial Advisors, LLC
N/A—6,199-6,199-100%$685.8K———
Essex Financial Services, Inc.
N/A—6,151-6,151-100%$680.5K———
Ritholtz Wealth Management
N/A—6,035-6,035-100%$667.6K———
Financial Advisors Network, Inc.
N/A—6,023-6,023-100%$666.4K———
Freestone Capital Holdings, LLC
N/A—5,987-5,987-100%$662.4K———
Checchi Capital Advisers, LLC
N/A—5,968-5,968-100%$660.2K———
Summitry LLC
N/A—5,930-5,930-100%$656.0K———
Verition Fund Management LLC
N/A—5,920-5,920-100%$654.9K———
Lifeworks Advisors, LLC
N/A—5,914-5,914-100%$654.3K———
CreativeOne Wealth, LLC
N/A—5,839-5,839-100%$646.0K———
UMB Bank, n.a.
N/A—5,747-5,747-100%$635.8K———
Charter Research & Investment Group, Inc.
N/A—5,645-5,645-100%$624.5K———
Level Four Advisory Services, LLC
N/A—5,604-5,604-100%$620.0K———
Huber Capital Management LLC
N/A—5,600-5,600-100%$619.5K———
Whittier Trust Co of Nevada Inc
N/A—5,559-5,559-100%$628.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,557-5,557-100%$614.8K———
Drive Wealth Management, LLC
N/A—5,510-5,510-100%$609.6K———
Callan Family Office, LLC
N/A—5,454-5,454-100%$603.4K———
Stephen J. Garry & Associates, LLC
N/A—5,452-5,452-100%$603.2K———
Cofg Advisors, LLC
N/A—5,405-5,405-100%$598.0K———
Gateway Wealth Partners, LLC
N/A—5,293-5,293-100%$585.6K———
Westwood Holdings Group Inc
N/A—5,238-5,238-100%$579.5K———
Allianz SE
N/A—5,237-5,237-100%$579.4K———
Hexagon Capital Partners LLC
N/A—5,138-5,138-100%$568.4K———
NewEdge Wealth, LLC
N/A—5,130-5,130-100%$567.5K———
Savvy Advisors, Inc.
N/A—5,122-5,122-100%$566.7K———
SageGuard Financial Group, LLC
N/A—5,119-5,119-100%$566.3K———
Kingsview Wealth Management, LLC
N/A—5,048-5,048-100%$558.5K———
Impact Partnership Wealth, LLC
N/A—5,032-5,032-100%$556.7K———
Diamant Asset Management, Inc.
N/A—4,975-4,975-100%$550.4K———
Saiph Capital, LLC
N/A—4,967-4,967-100%$549.5K———
Caitlin John, LLC
N/A—4,958-4,958-100%$548.5K———
FIL Ltd
N/A—4,926-4,926-100%$545.0K———
Patrick Mauro Investment Advisor, Inc.
N/A—4,885-4,885-100%$540.4K———
Westfuller Advisors, LLC
N/A—4,829-4,829-100%$534.3K———
Brevan Howard Capital Management LP
N/A—4,808-4,808-100%$531.9K———
Heritage Trust Co
N/A—4,713-4,713-100%$521.4K———
Navellier & Associates Inc
N/A—4,665-4,665-100%$516.0K———
Tower Research Capital LLC (TRC)
N/A—4,662-4,662-100%$515.8K———
Global Retirement Partners, LLC
N/A—4,619-4,619-100%$511.0K———
Clearbridge Investments, LLC
N/A—4,600-4,600-100%$508.9K———
Inspire Advisors, LLC
N/A—4,449-4,449-100%$492.3K———
Sagewood Asset Management LP
N/A—4,381-4,381-100%$484.7K———
Jacobi Capital Management LLC
N/A—4,320-4,320-100%$478.0K———
Quotient Wealth Partners, LLC
N/A—4,281-4,281-100%$473.6K———
Optas, LLC
N/A—4,221-4,221-100%$467.0K———
Erste Asset Management GmbH
N/A—4,145-4,145-100%$465.4K———
Atlantic Union Bankshares Corp
N/A—4,081-4,081-100%$451.5K———
Godshalk Welsh Capital Management, Inc.
N/A—4,025-4,025-100%$445.3K———
Tilson Financial Group, Inc.
N/A—4,000-4,000-100%$442.5K———
Groupe la Francaise
N/A—3,984-3,984-100%$440.8K———
Baron Silver Stevens Financial Advisors, LLC
N/A—3,967-3,967-100%$438.9K———
Caldwell Sutter Capital, Inc.
N/A—3,843-3,843-100%$425.2K———
Birmingham Capital Management Co Inc
N/A—3,800-3,800-100%$420.0K———
Foster & Motley Inc
N/A—3,779-3,779-100%$418.0K———
Silver OAK Securities, Incorporated
N/A—3,716-3,716-100%$411.1K———
Providence Capital Advisors, LLC
N/A—3,684-3,684-100%$407.6K———
Keebeck Wealth Management
N/A—3,633-3,633-100%$401.9K———
Quent Capital, LLC
N/A—3,610-3,610-100%$399.4K———
Advisors Capital Management, LLC
N/A—3,607-3,607-100%$399.1K———
Mirabella Financial Services LLP
N/A—3,584-3,584-100%$396.5K———
Stock Yards Bank & Trust Co
N/A—3,576-3,576-100%$395.6K———
Azimuth Capital Investment Management LLC
N/A—3,575-3,575-100%$395.5K———
Trivium Point Advisory, LLC
N/A—3,512-3,512-100%$388.6K———
RWA Wealth Partners, LLC
N/A—3,451-3,451-100%$381.8K———
Gladstone Institutional Advisory LLC
N/A—3,421-3,421-100%$378.4K———
Smithfield Trust Co
N/A—3,417-3,417-100%$378.0K———
Composition Wealth, LLC
N/A—3,411-3,411-100%$377.3K———
Eventide Asset Management, LLC
N/A—3,408-3,408-100%$382.7K———
Graney & King, LLC
N/A—3,361-3,361-100%$371.8K———
Waddell & Associates, LLC
N/A—3,348-3,348-100%$370.4K———
Sykon Capital LLC
N/A—3,320-3,320-100%$367.3K———
Allred Capital Management, LLC
N/A—3,314-3,314-100%$366.6K———
BFC Planning, Inc.
N/A—3,312-3,312-100%$366.4K———
Smartleaf Asset Management LLC
N/A—3,295-3,295-100%$370.1K———
RB Capital Management, LLC
N/A—3,234-3,234-100%$357.7K———
Palumbo Wealth Management LLC
N/A—3,233-3,233-100%$357.7K———
Flatrock Wealth Partners LLC
N/A—3,175-3,175-100%$351.2K———
Spirepoint Private Client, LLC
N/A—3,158-3,158-100%$349.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,124-3,124-100%$345.6K———
Legacy Financial Advisors, Inc.
N/A—3,120-3,120-100%$345.1K———
Miramar Capital, LLC
N/A—3,100-3,100-100%$343.0K———
OFI Invest Asset Management
N/A—3,089-3,089-100%$298.9K———
Affinity Wealth Management LLC
N/A—3,081-3,081-100%$340.8K———
Farringdon Capital, Ltd.
N/A—3,078-3,078-100%$340.5K———
Holderness Investments Co
N/A—3,075-3,075-100%$340.2K———
Pallas Capital Advisors LLC
N/A—3,033-3,033-100%$335.5K———
Delta Investment Management, LLC
N/A—3,003-3,003-100%$332.2K———
Tiaa Wealth Investment Management LLC
N/A—2,993-2,993-100%$331.9K———
Pinnacle West Asset Management, Inc.
N/A—2,940-2,940-100%$325.0K———
Satovsky Asset Management LLC
N/A—2,933-2,933-100%$324.5K———
Werba Rubin Papier Wealth Management
N/A—2,915-2,915-100%$322.5K———
Valtrion Capital Management, LLC
N/A—2,908-2,908-100%$321.7K———
Jackson Thornton Wealth Management, LLC
N/A—2,894-2,894-100%$320.2K———
Bull Harbor Capital LLC
N/A—2,861-2,861-100%$316.5K———
Stonebrook Private Inc.
N/A—2,846-2,846-100%$314.9K———
Hantz Financial Services, Inc.
N/A—2,836-2,836-100%$314.0K———
Z3 Capital Partners, LLC
N/A—2,831-2,831-100%$313.2K———
Mark Sheptoff Financial Planning, LLC
N/A—2,800-2,800-100%$309.8K———
AlphaGrep UK Ltd
N/A—2,798-2,798-100%$309.5K———
Hancock Whitney Corp
N/A—2,765-2,765-100%$305.9K———
Resurgent Financial Advisors LLC
N/A—2,764-2,764-100%$305.8K———
Ausdal Financial Partners, Inc.
N/A—2,762-2,762-100%$305.5K———
Westmount Partners, LLC
N/A—2,757-2,757-100%$305.0K———
Haverford Trust Co
N/A—2,711-2,711-100%$299.9K———
Stokes Family Office, LLC
N/A—2,678-2,678-100%$296.3K———
Sompo Asset Management Co., Ltd.
N/A—2,670-2,670-100%$295.4K———
Schnieders Capital Management, Llc.
N/A—2,668-2,668-100%$295.2K———
Everpar Advisors LLC
N/A—2,660-2,660-100%$294.3K———
Community Bank, N.A.
N/A—2,600-2,600-100%$287.6K———
Dorsey & Whitney Trust Co LLC
N/A—2,596-2,596-100%$287.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,590-2,590-100%$286.0K———
Significant Wealth Partners LLC
N/A—2,567-2,567-100%$284.0K———
Spinnaker Trust
N/A—2,567-2,567-100%$284.0K———
Horizon Investment Services, LLC
N/A—2,552-2,552-100%$282.4K———
SageView Advisory Group, LLC
N/A—2,551-2,551-100%$282.2K———
Sfmg, LLC
N/A—2,548-2,548-100%$281.9K———
AXQ Capital, LP
N/A—2,531-2,531-100%$280.0K———
Rowlandmiller & Partners.adv
N/A—2,517-2,517-100%$278.5K———
Heartland Bank & Trust Co
N/A—2,510-2,510-100%$277.7K———
HBK Sorce Advisory LLC
N/A—2,506-2,506-100%$271.5K———
Barnes Wealth Management Group, Inc
N/A—2,488-2,488-100%$275.2K———
FSB Premier Wealth Management, Inc.
N/A—2,487-2,487-100%$275.1K———
Vestmark Advisory Solutions, Inc.
N/A—2,473-2,473-100%$273.6K———
ESL Trust Services, LLC
N/A—2,464-2,464-100%$272.6K———
Madison Wealth Partners, Inc
N/A—2,462-2,462-100%$272.3K———
Keel Point, LLC
N/A—2,458-2,458-100%$271.9K———
SouthState Bank Corp
N/A—2,440-2,440-100%$269.9K———
JMN Financial LLC
N/A—2,437-2,437-100%$269.7K———
Sittner & Nelson, LLC
N/A—2,435-2,435-100%$269.4K———
Thayer Partners, LLC / MA
N/A—2,399-2,399-100%$265.4K———
Valmark Advisers, Inc.
N/A—2,370-2,370-100%$262.2K———
RiverFront Investment Group, LLC
N/A—2,364-2,364-100%$261.5K———
Performance Wealth Partners, LLC
N/A—2,320-2,320-100%$256.7K———
Wealthspan Partners, LLC
N/A—2,311-2,311-100%$255.7K———
Moneta Group Investment Advisors LLC
N/A—2,308-2,308-100%$255.3K———
Bank OZK
N/A—2,305-2,305-100%$255.0K———
Fidelis Capital Partners, LLC
N/A—2,298-2,298-100%$254.2K———
Rothschild Wealth LLC
N/A—2,270-2,270-100%$251.1K———
Oxford Asset Management LLP
N/A—2,269-2,269-100%$251.0K———
Evolve Private Wealth, LLC
N/A—2,228-2,228-100%$246.5K———
Beaton Management Co. Inc.
N/A—2,223-2,223-100%$246.0K———
Drucker Wealth 3.0, LLC
N/A—2,222-2,222-100%$245.8K———
Conservest Capital Advisors, Inc.
N/A—2,219-2,219-100%$245.5K———
S-Bank Fund Management Ltd
N/A—2,205-2,205-100%$243.9K———
one8zero8, LLC
N/A—2,200-2,200-100%$243.4K———
DV Trading LLC
N/A—2,200-2,200-100%$243.4K———
Walleye Capital LLC
N/A—2,190-2,190-100%$242.3K———
United Bank
N/A—2,184-2,184-100%$241.6K———
Kintra Wealth, LLC
N/A—2,181-2,181-100%$236.4K———
Presper Financial Architects, LLC
N/A—2,152-2,152-100%$238.1K———
Wealthedge Investment Advisors, LLC
N/A—2,138-2,138-100%$236.5K———
Sciencast Management LP
N/A—2,138-2,138-100%$236.5K———
Red Door Wealth Management, LLC
N/A—2,130-2,130-100%$235.6K———
GeoWealth Management, LLC
N/A—2,126-2,126-100%$235.2K———
Bradley Foster & Sargent Inc
N/A—2,118-2,118-100%$234.3K———
Kapstone Financial Advisors LLC
N/A—2,111-2,111-100%$233.5K———
Fort Point Capital Partners LLC
N/A—2,110-2,110-100%$233.5K———
Klcm Advisors, Inc.
N/A—2,105-2,105-100%$232.9K———
L2 Asset Management, LLC
N/A—2,103-2,103-100%$232.7K———
Brio Consultants, LLC
N/A—2,085-2,085-100%$230.7K———
Payne Capital Management, LLC
N/A—2,066-2,066-100%$228.6K———
Caerus Investment Advisors, LLC
N/A—2,062-2,062-100%$228.1K———
Berger Financial Group, Inc
N/A—2,049-2,049-100%$226.7K———
Mitchell Mcleod Pugh & Williams Inc
N/A—2,035-2,035-100%$225.1K———
HighPoint Advisor Group LLC
N/A—2,033-2,033-100%$224.9K———
Canal Capital Management, LLC
N/A—2,016-2,016-100%$223.0K———
Roberts Glore & Co Inc
N/A—2,000-2,000-100%$221.3K———
FLC Capital Advisors
N/A—2,000-2,000-100%$221.3K———
Liberty Square Wealth Partners LLC
N/A—1,999-1,999-100%$221.1K———
One Capital Management, LLC
N/A—1,994-1,994-100%$225.7K———
Roundview Capital LLC
N/A—1,960-1,960-100%$216.8K———
Fisher Asset Management, LLC
N/A—1,947-1,947-100%$215.4K———
Main Street Financial Solutions, LLC
N/A—1,946-1,946-100%$215.3K———
Cambient Family Office, LLC
N/A—1,946-1,946-100%$215.3K———
Shelton Capital Management
N/A—1,938-1,938-100%$214.4K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,897-1,897-100%$209.9K———
Expressive Wealth LLC
N/A—1,890-1,890-100%$209.1K———
Proficio Capital Partners LLC
N/A—1,888-1,888-100%$208.8K———
GTS Securities LLC
N/A—1,886-1,886-100%$208.6K———
CSS LLC
N/A—1,870-1,870-100%$206.9K———
ST Germain D J Co Inc
N/A—1,849-1,849-100%$204.6K———
Arbor Trust Wealth Advisors, LLC
N/A—1,848-1,848-100%$204.4K———
Pine Valley Investments Ltd Liability Co
N/A—1,816-1,816-100%$200.9K———
Klingenstein Fields & Co LP
N/A—1,813-1,813-100%$200.6K———
Bouchey Financial Group, Ltd.
N/A—1,812-1,812-100%$200.5K———
Khazanah Nasional Berhad
N/A—1,808-1,808-100%$200.0K———
Glen Eagle Advisors, LLC
N/A—1,729-1,729-100%$191.3K———
Crews Bank & Trust
N/A—1,626-1,626-100%$179.9K———
VSM Wealth Advisory, LLC
N/A—1,554-1,554-100%$171.9K———
Allied Private Wealth LLC
N/A—1,483-1,483-100%$166.3K———
Roble, Belko & Company, Inc
N/A—1,400-1,400-100%$155.0K———
Innovative Asset Advisors Group, LLC
N/A—1,399-1,399-100%$154.8K———
Hills Bank & Trust Co
N/A—1,375-1,375-100%$152.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,357-1,357-100%$150.2K———
Strategic Investment Solutions, Inc.
N/A—1,240-1,240-100%$137.2K———
Anchor Investment Management, LLC
N/A—1,211-1,211-100%$134.0K———
Cohen & Steers, Inc.
N/A—1,200-1,200-100%$133.0K———
SHP Wealth Management
N/A—1,182-1,182-100%$130.8K———
IFG Advisory, LLC
N/A—1,162-1,162-100%$128.6K———
Meramec Financial Planners, LLC
N/A—1,136-1,136-100%$126.7K———
Cary Street Partners Investment Advisory LLC
N/A—1,135-1,135-100%$125.6K———
Continuum Advisory, LLC
N/A—1,123-1,123-100%$124.2K———
HHM Wealth Advisors, LLC
N/A—1,073-1,073-100%$118.7K———
Quarry LP
N/A—1,073-1,073-100%$118.7K———
Colonial Trust Advisors
N/A—1,040-1,040-100%$115.1K———
LRI Investments, LLC
N/A—1,010-1,010-100%$111.7K———
Cyber Hornet ETFs LLC
N/A—1,003-1,003-100%$111.0K———
Capital Analysts, LLC
N/A—942-942-100%$96.0K———
N.E.W. Advisory Services LLC
N/A—900-900-100%$99.6K———
First Command Advisory Services, Inc.
N/A—898-898-100%$99.3K———
Cetera Trust Company, N.a
N/A—867-867-100%$95.9K———
Institute for Wealth Management, Llc.
N/A—820-820-100%$90.7K———
Ancora Advisors LLCA
N/A—791-791-100%$87.5K———
Security National Bank of SO DAK
N/A—730-730-100%$80.8K———
CVA Family Office, LLC
N/A—675-675-100%$74.7K———
PlanVest Financial, Inc
N/A—674-674-100%$74.6K———
S&T Bank
N/A—638-638-100%$70.6K———
Financial Gravity Companies, Inc.
N/A—600-600-100%$66.4K———
Measured Wealth Private Client Group, LLC
N/A—575-575-100%$63.6K———
Fourth Dimension Wealth, LLC
N/A—572-572-100%$63.3K———
Ogorek Anthony Joseph
N/A—570-570-100%$63.0K———
JPL Wealth Management, LLC
N/A—552-552-100%$61.1K———
Mcguire Capital Advisors Inc
N/A—550-550-100%$60.8K———
Timbuktu Capital Management, LLC
N/A—534-534-100%$59.1K———
Darwin Wealth Management, LLC
N/A—532-532-100%$58.9K———
Prestige Wealth Management Group LLC
N/A—521-521-100%$57.6K———
HFM Investment Advisors, LLC
N/A—502-502-100%$55.5K———
Chelsea Counsel Co
N/A—500-500-100%$55.3K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—485-485-100%$53.7K———
GW&K Investment Management, LLC
N/A—477-477-100%$53.0K———
Strategic Wealth Partners, Ltd.
N/A—429-429-100%$47.5K———
Fiduciary Financial Advisors
N/A—423-423-100%$46.2K———
CNB Bank
N/A—417-417-100%$46.1K———
Hollencrest Capital Management
N/A—400-400-100%$44.3K———
Zions Bancorporation, National Association
N/A—393-393-100%$43.5K———
Tidemark, LLC
N/A—358-358-100%$39.6K———
Boyd Watterson Asset Management LLC
N/A—339-339-100%$37.5K———
Optiver Holding B.V.
N/A—337-337-100%$37.3K———
IMA Advisory Services, Inc.
N/A—330-330-100%$36.5K———
Godfrey Financial Associates, Inc.
N/A—327-327-100%$36.2K———
Cornerstone Financial Management LLC
N/A—318-318-100%$35.2K———
Vision Retirement, LLC
N/A—312-312-100%$34.5K———
Bruce G. Allen Investments, LLC
N/A—307-307-100%$34.0K———
Aventura Private Wealth, LLC
N/A—275-275-100%$30.4K———
Keating Financial Advisory Services, Inc.
N/A—271-271-100%$30.0K———
WealthCollab, LLC
N/A—270-270-100%$29.9K———
Basepoint Wealth LLC
N/A—263-263-100%$29.1K———
Blackhill Capital Inc
N/A—253-253-100%$28.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—250-250-100%$27.7K———
Aberdeen Wealth Management LLC
N/A—240-240-100%$26.6K———
Bank of the Bluegrass & Trust Co.
N/A—230-230-100%$23.5K———
Sachetta, LLC
N/A—223-223-100%$24.7K———
Ossiam
N/A—219-219-100%$24.2K———
TD Capital Management LLC
N/A—208-208-100%$23.1K———
Webster Bank, N. A.
N/A—200-200-100%$22.1K———
Addison Advisors LLC
N/A—182-182-100%$20.1K———
Mpwm Advisory Solutions, LLC
N/A—174-174-100%$19.3K———
Private Wealth Asset Management, LLC
N/A—164-164-100%$18.1K———
Park Place Capital Corp
N/A—163-163-100%$18.0K———
Kemnay Advisory Services Inc.
N/A—155-155-100%$17.1K———
NBH Bank
N/A—150-150-100%$16.6K———
Manning & Napier Advisors LLC
N/A—137-137-100%$15.4K———
Kilter Group LLC
N/A—131-131-100%$14.5K———
Crewe Advisors LLC
N/A—122-122-100%$13.5K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—119-119-100%$13.2K———
Whittier Trust Co
N/A—116-116-100%$13.0K———
Raffa Wealth Management, LLC
N/A—115-115-100%$12.7K———
USA Financial Formulas
N/A—108-108-100%$11.9K———
Regatta Research & Money Management
N/A—104-104-100%$11.5K———
Basecamp Wealth Advisors LLC
N/A—104-104-100%$11.5K———
1 North Wealth Services LLC
N/A—101-101-100%$11.2K———
JDM Financial Group LLC
N/A—100-100-100%$11.1K———
Security National Bank of Sioux City Iowa
N/A—100-100-100%$11.1K———
Bogart Wealth, LLC
N/A—96-96-100%$10.6K———
FWL Investment Management, LLC
N/A—92-92-100%$10.2K———
Dunhill Financial, LLC
N/A—86-86-100%$9.6K———
Sankala Group LLC
N/A—85-85-100%$9.3K———
Financial Avengers, Inc.
N/A—81-81-100%$9.0K———
Strive Financial Group,LLC
N/A—77-77-100%$8.5K———
Horizon Bancorp Inc
N/A—72-72-100%$8.0K———
Greykasell Wealth Strategies, Inc.
N/A—71-71-100%$7.9K———
Rialto Wealth Management, LLC
N/A—70-70-100%$7.7K———
Westend Capital Management, LLC
N/A—67-67-100%$7.4K———
Transamerica Financial Advisors, LLC
N/A—63-63-100%$7.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—56-56-100%$6.2K———
Steigerwald, Gordon & Koch Inc.
N/A—50-50-100%$5.5K———
Fortis Group Advisors, LLC
N/A—50-50-100%$5.5K———
Nalls Sherbakoff Group, LLC
N/A—46-46-100%$5.1K———
Synergy Investment Management, LLC
N/A—39-39-100%$4.4K———
Valued Wealth Advisors LLC
N/A—34-34-100%$3.8K———
Truvestments Capital LLC
N/A—32-32-100%$3.5K———
Penserra Capital Management LLC
N/A—30-30-100%$3———
Front Row Advisors LLC
N/A—30-30-100%$3.2K———
Bartlett & Co. Wealth Management LLC
N/A—30-30-100%$3.3K———
Cbiz Investment Advisory Services, LLC
N/A—20-20-100%$2.3K———
Dogwood Wealth Management LLC
N/A—19-19-100%$2.1K———
Silicon Valley Capital Partners
N/A—16-16-100%$1.8K———
1015 Capital Partners, LLC
N/A—15-15-100%$1.7K———
MidFirst Bank
N/A—12-12-100%$1.3K———
Colonial Trust Co / SC
N/A—11-11-100%$1.2K———
Atlas Capital Advisors Inc.
N/A—10-10-100%$1.1K———
Motco
N/A—8-8-100%$885———
BOK Financial Private Wealth, Inc.
N/A—7-7-100%$775———
Seneschal Advisors, LLC
N/A—4-4-100%$443———
Medallion Wealth Advisors, LLC
N/A—2-2-100%$221———
Morse Asset Management, Inc
N/A—00—$6———
Showing 1486 of 1486 institutions