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Corning Inc (GLW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares18,596,705 from 18,363,394
Change+233,311 (+1%)
Value$2.9B (-$1.8B)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares5,577,768 from 5,915,168
Change-337,400 (-6%)
Value$857.6M (-$653.3M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares3,392,078 from 3,535,533
Change-143,455 (-4%)
Value$521.8M (-$381.4M)
Filed 2026-11-04
Amundi
DECREASED
Shares2,804,988 from 3,440,582
Change-635,594 (-18%)
Value$431.3M (-$447.5M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares2,302,969 from 2,398,947
Change-95,978 (-4%)
Value$354.1M (-$258.7M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares2,267,963 from 1,900,805
Change+367,158 (+19%)
Value$348.7M (-$136.8M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,060,746 from 1,929,161
Change+131,585 (+7%)
Value$316.9M (-$175.9M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares1,950,258 from 1,364,529
Change+585,729 (+43%)
Value$299.9M (-$48.7M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares1,685,651 from 1,580,552
Change+105,099 (+7%)
Value$259.2M (-$144.5M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,658,182 from 1,715,833
Change-57,651 (-3%)
Value$255.0M (-$183.3M)
Filed 2026-10-29
Assenagon Asset Management S.A.
INCREASED
Shares1,184,005 from 615,352
Change+568,653 (+92%)
Value$182.1M (+$24.9M)
Filed 2026-10-15
MacKenzie Financial Corp
DECREASED
Shares1,036,908 from 1,157,763
Change-120,855 (-10%)
Value$159.4M (-$136.3M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares846,709 from 854,663
Change-7,954 (-1%)
Value$126.8M (-$31.2M)
Filed 2026-10-13
Principal Financial Group Inc
DECREASED
Shares829,207 from 906,000
Change-76,793 (-8%)
Value$127.5M (-$103.9M)
Filed 2026-11-02
Reaves W H & Co Inc
INCREASED
Shares783,523 from 714,933
Change+68,590 (+10%)
Value$120.5M (-$62.1M)
Filed 2026-11-06
Aberdeen Group plc
INCREASED
Shares744,513 from 650,549
Change+93,964 (+14%)
Value$114.5M (-$51.7M)
Filed 2026-11-06
AGF Management LTD
DECREASED
Shares737,740 from 1,463,448
Change-725,708 (-50%)
Value$113.4M (-$260.4M)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares726,246 from 684,075
Change+42,171 (+6%)
Value$111.9M (-$62.8M)
Filed 2026-11-06
Cacti Asset Management LLC
INCREASED
Shares703,270 from 680,192
Change+23,078 (+3%)
Value$111.6M (-$62.1M)
Filed 2026-10-01
Cullen T Bankers, Inc.
DECREASED
Shares677,576 from 770,075
Change-92,499 (-12%)
Value$104.2M (-$92.5M)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares646,545 from 661,164
Change-14,619 (-2%)
Value$99.4M (-$69.5M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares592,061 from 615,029
Change-22,968 (-4%)
Value$91.0M (-$66.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares577,256 from 571,603
Change+5,653 (+1%)
Value$88.8M (-$57.2M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares575,217 from 597,598
Change-22,381 (-4%)
Value$88.4M (-$64.2M)
Filed 2026-10-22
Bahl & Gaynor LLC
DECREASED
Shares546,887 from 630,341
Change-83,454 (-13%)
Value$84.1M (-$76.9M)
Filed 2026-11-05
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares485,061 from 503,729
Change-18,668 (-4%)
Value$74.6M (-$54.1M)
Filed 2026-11-06
Keybank National Association
DECREASED
Shares476,210 from 485,398
Change-9,188 (-2%)
Value$73.2M (-$50.8M)
Filed 2026-11-04
Cookson Peirce & Co Inc
DECREASED
Shares458,944 from 879,037
Change-420,093 (-48%)
Value$70.6M (-$154.0M)
Filed 2026-10-30
Vontobel Holding Ltd.
INCREASED
Shares458,668 from 380,969
Change+77,699 (+20%)
Value$70.5M (-$26.8M)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares442,493 from 439,094
Change+3,399 (+1%)
Value$68.0M (-$44.1M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares392,617 from 353,552
Change+39,065 (+11%)
Value$60.4M (-$29.9M)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
INCREASED
Shares385,455 from 323,915
Change+61,540 (+19%)
Value$59.3M (-$23.5M)
Filed 2026-10-27
Swedbank AB
INCREASED
Shares379,593 from 345,115
Change+34,478 (+10%)
Value$58.4M (-$29.8M)
Filed 2026-10-27
Meyer Handelman Co
DECREASED
Shares377,855 from 385,938
Change-8,083 (-2%)
Value$58.1M (-$40.5M)
Filed 2026-10-28
Randolph Co Inc
INCREASED
Shares365,886 from 365,734
Change+152 (+0%)
Value$56.3M (-$37.2M)
Filed 2026-10-23
Pictet Asset Management Holding SA
DECREASED
Shares363,867 from 492,628
Change-128,761 (-26%)
Value$55.9M (-$69.9M)
Filed 2026-11-03
CapWealth Advisors, LLC
DECREASED
Shares355,927 from 403,267
Change-47,340 (-12%)
Value$54.7M (-$48.3M)
Filed 2026-10-05
Asset Management One Co., Ltd.
DECREASED
Shares344,955 from 360,939
Change-15,984 (-4%)
Value$53.0M (-$39.2M)
Filed 2026-10-27
Savant Capital, LLC
INCREASED
Shares328,875 from 38,807
Change+290,068 (+747%)
Value$50.6M (+$40.8M)
Filed 2026-11-06
Burns Matteson Capital Management, LLC
DECREASED
Shares310,071 from 311,205
Change-1,134 (0%)
Value$47.7M (-$31.8M)
Filed 2026-10-16
Corda Investment Management, Llc.
DECREASED
Shares308,550 from 313,327
Change-4,777 (-2%)
Value$47.4M (-$32.6M)
Filed 2026-10-22
AMI Asset Management Corp
INCREASED
Shares308,020 from 238,017
Change+70,003 (+29%)
Value$47.4M (-$13.4M)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares294,626 from 287,895
Change+6,731 (+2%)
Value$45.3M (-$28.2M)
Filed 2026-10-30
KBC Group NV
DECREASED
Shares294,365 from 1,531,412
Change-1,237,047 (-81%)
Value$45.3M (-$345.9M)
Filed 2026-10-22
Artemis Investment Management LLP
INCREASED
Shares287,046 from 276,358
Change+10,688 (+4%)
Value$44.1M (-$26.5M)
Filed 2026-10-08
Nykredit A/S
DECREASED
Shares282,947 from 296,266
Change-13,319 (-4%)
Value$43.5M (-$32.2M)
Filed 2026-11-06
Hosking Partners LLP
DECREASED
Shares276,103 from 280,442
Change-4,339 (-2%)
Value$42.5M (-$29.2M)
Filed 2026-10-21
Florida Trust Wealth Management Co
INCREASED
Shares275,946 from 268,419
Change+7,527 (+3%)
Value$42.4M (-$26.1M)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED
Shares263,298 from 285,911
Change-22,613 (-8%)
Value$40.5M (-$32.5M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares261,460 from 261,983
Change-523 (0%)
Value$40.2M (-$26.7M)
Filed 2026-11-02
Pinnacle Associates LTD
DECREASED
Shares257,751 from 259,947
Change-2,196 (-1%)
Value$39.6M (-$26.8M)
Filed 2026-10-20
State of New Jersey Common Pension Fund D
INCREASED
Shares257,173 from 257,070
Change+103 (+0%)
Value$39.5M (-$26.1M)
Filed 2026-11-05
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares253,942 from 254,244
Change-302 (0%)
Value$39.0M (-$25.9M)
Filed 2026-11-02
Raiffeisen Bank International AG
INCREASED
Shares243,253 from 222,293
Change+20,960 (+9%)
Value$38.6M (-$18.2M)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares241,023 from 241,930
Change-907 (0%)
Value$37.1M (-$24.7M)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares235,419 from 436,618
Change-201,199 (-46%)
Value$37.8M (-$58.6M)
Filed 2026-10-16
John G Ullman & Associates Inc
DECREASED
Shares231,295 from 233,865
Change-2,570 (-1%)
Value$35.6M (-$24.2M)
Filed 2026-11-04
Provident Investment Management, Inc.
DECREASED
Shares230,368 from 240,744
Change-10,376 (-4%)
Value$35.4M (-$26.1M)
Filed 2026-10-23
Parthenon LLC
DECREASED
Shares228,533 from 228,865
Change-332 (0%)
Value$35.1M (-$23.3M)
Filed 2026-10-22
Czech National Bank
INCREASED
Shares227,698 from 222,923
Change+4,775 (+2%)
Value$35.0M (-$21.9M)
Filed 2026-10-13
Xponance LLC
INCREASED
Shares225,353 from 216,192
Change+9,161 (+4%)
Value$34.7M (-$20.6M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares225,217 from 279,771
Change-54,554 (-19%)
Value$34.6M (-$36.8M)
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares223,816 from 236,738
Change-12,922 (-5%)
Value$34.4M (-$26.1M)
Filed 2026-10-26
Arizona State Retirement System
INCREASED
Shares221,440 from 220,483
Change+957 (+0%)
Value$34.0M (-$22.3M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares211,827 from 194,224
Change+17,603 (+9%)
Value$32.6M (-$17.0M)
Filed 2026-11-03
Godsey & Gibb, Inc
INCREASED
Shares208,941 from 206,338
Change+2,603 (+1%)
Value$32.1M (-$20.6M)
Filed 2026-10-14
State of Michigan Retirement System
DECREASED
Shares199,099 from 200,499
Change-1,400 (-1%)
Value$30.6M (-$20.6M)
Filed 2026-10-27
DekaBank Deutsche Girozentrale
INCREASED
Shares199,076 from 165,752
Change+33,324 (+20%)
Value$31.4K (+$9.8K)
Filed 2026-10-27
Baker Avenue Asset Management, LP
INCREASED
Shares194,914 from 172,950
Change+21,964 (+13%)
Value$30.0M (-$14.2M)
Filed 2026-11-06
Swiss Life Asset Management Ltd
DECREASED
Shares194,892 from 322,267
Change-127,375 (-40%)
Value$30.0M (-$52.4M)
Filed 2026-11-03
Daiwa Securities Group Inc.
INCREASED
Shares192,925 from 150,239
Change+42,686 (+28%)
Value$29.7M (-$8.7M)
Filed 2026-10-29
Nisa Investment Advisors, LLC
INCREASED
Shares192,492 from 192,407
Change+85 (+0%)
Value$29.6M (-$19.5M)
Filed 2026-10-20
CIBC Asset Management Inc
INCREASED
Shares191,417 from 187,409
Change+4,008 (+2%)
Value$29.4M (-$18.4M)
Filed 2026-11-05
Naples Global Advisors, LLC
DECREASED
Shares190,696 from 194,389
Change-3,693 (-2%)
Value$29.3M (-$20.3M)
Filed 2026-11-05
SEB Asset Management AB
DECREASED
Shares189,536 from 194,243
Change-4,707 (-2%)
Value$29.1M (-$20.5M)
Filed 2026-11-04
IFM Investors Pty Ltd
INCREASED
Shares188,910 from 182,659
Change+6,251 (+3%)
Value$29.0M (-$17.6M)
Filed 2026-10-14
Strs Ohio
DECREASED
Shares188,907 from 210,858
Change-21,951 (-10%)
Value$29.0M (-$24.8M)
Filed 2026-10-30
Robeco Schweiz AG
DECREASED
Shares185,000 from 283,378
Change-98,378 (-35%)
Value$28.4M (-$43.9M)
Filed 2026-10-23
TCV Trust & Wealth Management, Inc.
DECREASED
Shares183,163 from 188,227
Change-5,064 (-3%)
Value$28.2M (-$19.9M)
Filed 2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares181,082 from 157,030
Change+24,052 (+15%)
Value$27.8M (-$12.3M)
Filed 2026-10-20
Valley Wealth Managers, Inc.
INCREASED
Shares178,430 from 174,990
Change+3,440 (+2%)
Value$27.4M (-$17.3M)
Filed 2026-10-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares175,085 from 172,983
Change+2,102 (+1%)
Value$26.9M (-$17.3M)
Filed 2026-11-03
Washington Trust Co
DECREASED
Shares171,591 from 178,283
Change-6,692 (-4%)
Value$26.4M (-$19.2M)
Filed 2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares167,650 from 175,776
Change-8,126 (-5%)
Value$25.8M (-$19.1M)
Filed 2026-10-19
Retirement Systems of Alabama
INCREASED
Shares166,188 from 164,529
Change+1,659 (+1%)
Value$25.6M (-$16.5M)
Filed 2026-11-04
Gateway Investment Advisers LLC
DECREASED
Shares164,175 from 164,937
Change-762 (0%)
Value$25.2M (-$16.9M)
Filed 2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares162,144 from 144,400
Change+17,744 (+12%)
Value$24.9M (-$12.0M)
Filed 2026-11-06
Temasek Holdings (Private) Ltd
INCREASED
Shares157,865 from 88,833
Change+69,032 (+78%)
Value$24.3M (+$1.6M)
Filed 2026-10-28
Amalgamated Bank
DECREASED
Shares154,635 from 157,095
Change-2,460 (-2%)
Value$23.8M (-$16.4M)
Filed 2026-10-23
Robeco Institutional Asset Management B.V.
DECREASED
Shares154,514 from 166,644
Change-12,130 (-7%)
Value$23.8M (-$18.8M)
Filed 2026-10-20
Midwest Trust Co
INCREASED
Shares152,905 from 151,703
Change+1,202 (+1%)
Value$23.5M (-$15.2M)
Filed 2026-10-22
ProShare Advisors LLC
INCREASED
Shares152,282 from 147,037
Change+5,245 (+4%)
Value$23.4M (-$14.1M)
Filed 2026-10-29
O'Keefe Stevens Advisory, Inc.
DECREASED
Shares150,063 from 153,868
Change-3,805 (-2%)
Value$23.1M (-$16.2M)
Filed 2026-10-09
Neos Investment Management LLC
INCREASED
Shares147,273 from 125,922
Change+21,351 (+17%)
Value$22.6M (-$9.5M)
Filed 2026-11-04
UniSuper Management Pty Ltd
INCREASED
Shares146,742 from 137,886
Change+8,856 (+6%)
Value$22.6M (-$12.7M)
Filed 2026-10-26
Rakuten Investment Management, Inc.
INCREASED
Shares142,476 from 128,755
Change+13,721 (+11%)
Value$22.6M (-$10.3M)
Filed 2026-10-30
Mesirow Financial Investment Management, Inc.
DECREASED
Shares139,659 from 141,385
Change-1,726 (-1%)
Value$21.5M (-$14.6M)
Filed 2026-11-05
Tufton Capital Management
DECREASED
Shares138,327 from 143,707
Change-5,380 (-4%)
Value$21.3M (-$15.4M)
Filed 2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED
Shares137,753 from 210,347
Change-72,594 (-35%)
Value$21.3M (-$32.5M)
Filed 2026-11-06
Hartline Investment Corp/
DECREASED
Shares136,932 from 228,151
Change-91,219 (-40%)
Value$21.1M (-$37.2M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares136,483 from 131,043
Change+5,440 (+4%)
Value$21.0M (-$12.5M)
Filed 2026-11-04
Fiera Capital Corp
NEW
Shares135,474
Change+135,474
Value$20.8M
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares131,993 from 81,342
Change+50,651 (+62%)
Value$20.3M (-$481.9K)
Filed 2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares131,109 from 58,278
Change+72,831 (+125%)
Value$20.2M (+$5.3M)
Filed 2026-10-22
Viking Fund Management LLC
UNCHANGED
Shares130,000 from 130,000
Change0 (0%)
Value$20.0M (-$13.2M)
Filed 2026-10-14
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares128,700 from 128,700
Change0 (0%)
Value$19.8M (-$13.1M)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED
Shares128,538 from 117,671
Change+10,867 (+9%)
Value$20.6M (-$5.3M)
Filed 2026-11-04
Hanson & Doremus Investment Management
DECREASED
Shares126,266 from 128,087
Change-1,821 (-1%)
Value$19.4M (-$13.3M)
Filed 2026-10-16
Ethic Inc.
DECREASED
Shares120,725 from 138,317
Change-17,592 (-13%)
Value$18.6M (-$16.8M)
Filed 2026-11-03
OP Asset Management Ltd
INCREASED
Shares120,138 from 88,841
Change+31,297 (+35%)
Value$18.5M (-$4.2M)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares118,645 from 116,388
Change+2,257 (+2%)
Value$18.2M (-$11.5M)
Filed 2026-11-04
Valicenti Advisory Services Inc
INCREASED
Shares115,012 from 112,618
Change+2,394 (+2%)
Value$17.7M (-$11.1M)
Filed 2026-10-23
Illinois Municipal Retirement Fund
DECREASED
Shares113,044 from 115,458
Change-2,414 (-2%)
Value$17.4M (-$12.1M)
Filed 2026-11-05
Kwmg, LLC
DECREASED
Shares107,103 from 111,488
Change-4,385 (-4%)
Value$16.5M (-$12.0M)
Filed 2026-10-07
Citizens Financial Group Inc
INCREASED
Shares106,845 from 106,412
Change+433 (+0%)
Value$16.4M (-$10.8M)
Filed 2026-10-23
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares104,900 from 105,350
Change-450 (0%)
Value$16.1M (-$10.8M)
Filed 2026-11-03
Founders Capital Management
DECREASED
Shares104,859 from 105,013
Change-154 (0%)
Value$16.1M (-$10.7M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares103,577 from 48,540
Change+55,037 (+113%)
Value$15.9M (+$3.5M)
Filed 2026-10-16
Virginia Retirement Systems ET Al
INCREASED
Shares100,104 from 80,004
Change+20,100 (+25%)
Value$15.4M (-$5.0M)
Filed 2026-10-28
Williams Jones Wealth Management, Llc.
INCREASED
Shares99,715 from 94,580
Change+5,135 (+5%)
Value$15.3M (-$8.8M)
Filed 2026-11-05
CWA Asset Management Group, LLC
INCREASED
Shares98,644 from 97,057
Change+1,587 (+2%)
Value$15.2M (-$9.6M)
Filed 2026-10-19
Oregon Public Employees Retirement Fund
INCREASED
Shares97,500 from 96,300
Change+1,200 (+1%)
Value$15.0M (-$9.6M)
Filed 2026-10-30
Mutual of America Capital Management LLC
INCREASED
Shares97,257 from 91,404
Change+5,853 (+6%)
Value$15.0M (-$8.4M)
Filed 2026-10-23
Payden & Rygel
DECREASED
Shares96,700 from 124,800
Change-28,100 (-23%)
Value$14.9M (-$17.0M)
Filed 2026-10-28
ASR Vermogensbeheer N.V.
DECREASED
Shares95,726 from 99,611
Change-3,885 (-4%)
Value$14.7M (-$10.7M)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares93,504 from 95,162
Change-1,658 (-2%)
Value$14.4M (-$9.9M)
Filed 2026-10-27
Avanza Fonder AB
INCREASED
Shares93,170 from 82,927
Change+10,243 (+12%)
Value$14.3M (-$6.9M)
Filed 2026-10-13
Cornerstone Advisors, LLC
UNCHANGED
Shares93,096 from 93,096
Change0 (0%)
Value$14.3M (-$9.5M)
Filed 2026-11-06
First Financial Bank - Trust Division
INCREASED
Shares92,114 from 89,150
Change+2,964 (+3%)
Value$14.2M (-$8.6M)
Filed 2026-10-01
Marathon Capital Management
DECREASED
Shares91,112 from 92,961
Change-1,849 (-2%)
Value$14.0M (-$9.7M)
Filed 2026-10-23
Kornitzer Capital Management Inc
DECREASED
Shares91,007 from 94,514
Change-3,507 (-4%)
Value$14.0M (-$10.1M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares86,842 from 74,243
Change+12,599 (+17%)
Value$13.4M (-$5.6M)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares86,249
Change+86,249
Value$13.3M
Filed 2026-10-19
Security National Bank
INCREASED
Shares85,673 from 83,070
Change+2,603 (+3%)
Value$13.2M (-$8.0M)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares85,503 from 83,537
Change+1,966 (+2%)
Value$13.1M (-$8.2M)
Filed 2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED
Shares82,163 from 81,022
Change+1,141 (+1%)
Value$12.6M (-$8.1M)
Filed 2026-10-14
NovaPoint Capital, LLC
DECREASED
Shares80,632 from 81,611
Change-979 (-1%)
Value$12.4M (-$8.4M)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares80,122 from 123,981
Change-43,859 (-35%)
Value$9.9M (-$21.8M)
Filed 2026-11-04
Old Port Advisors
DECREASED
Shares79,235 from 80,112
Change-877 (-1%)
Value$12.2M (-$8.3M)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares77,238 from 69,668
Change+7,570 (+11%)
Value$11.9M (-$5.9M)
Filed 2026-10-08
State of Alaska, Department of Revenue
DECREASED
Shares75,069 from 76,737
Change-1,668 (-2%)
Value$11.5M (-$8.1M)
Filed 2026-10-15
Globalt Investments LLC / GA
DECREASED
Shares74,872 from 93,040
Change-18,168 (-20%)
Value$11.5M (-$12.3M)
Filed 2026-10-27
Benedict Financial Advisors Inc
DECREASED
Shares72,137 from 75,503
Change-3,366 (-4%)
Value$11.1M (-$8.2M)
Filed 2026-10-07
Werlinich Asset Management, LLC
INCREASED
Shares70,968 from 70,880
Change+88 (+0%)
Value$10.9M (-$7.2M)
Filed 2026-10-09
Atria Investments, Inc
INCREASED
Shares68,707 from 68,378
Change+329 (+0%)
Value$10.6M (-$6.9M)
Filed 2026-10-15
Acorn Financial Advisory Services Inc
INCREASED
Shares68,615 from 49,573
Change+19,042 (+38%)
Value$10.6M (-$2.1M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares68,458 from 74,489
Change-6,031 (-8%)
Value$10.5M (-$8.5M)
Filed 2026-11-06
Neville Rodie & Shaw Inc
DECREASED
Shares66,949 from 68,774
Change-1,825 (-3%)
Value$10.3K (-$17.6M)
Filed 2026-10-05
Yousif Capital Management, LLC
INCREASED
Shares66,819 from 66,689
Change+130 (+0%)
Value$10.3M (-$6.8M)
Filed 2026-10-22
ABN Amro Investment Solutions
INCREASED
Shares66,812 from 50,766
Change+16,046 (+32%)
Value$10.3M (-$2.7M)
Filed 2026-10-21
Aware Super Pty Ltd as trustee of Aware Super
NEW
Shares65,934
Change+65,934
Value$10.1M
Filed 2026-10-30
Motley Fool Asset Management LLC
INCREASED
Shares65,585 from 50,029
Change+15,556 (+31%)
Value$10.1M (-$2.7M)
Filed 2026-10-27
Cullen Investment Group, Ltd.
DECREASED
Shares65,313 from 66,874
Change-1,561 (-2%)
Value$9.6M (-$7.5M)
Filed 2026-10-13
Weatherly Asset Management L. P.
DECREASED
Shares65,036 from 67,241
Change-2,205 (-3%)
Value$10.0M (-$7.2M)
Filed 2026-10-20
Hunter Associates Investment Management LLC
DECREASED
Shares64,795 from 65,524
Change-729 (-1%)
Value$10.0M (-$6.8M)
Filed 2026-10-26
Strategy Asset Managers LLC
DECREASED
Shares63,726 from 63,734
Change-8 (0%)
Value$9.8M (-$6.5M)
Filed 2026-10-14
Chemung Canal Trust Co
DECREASED
Shares62,782 from 67,812
Change-5,030 (-7%)
Value$9.7M (-$7.7M)
Filed 2026-11-04
Candriam S.C.A.
INCREASED
Shares62,522 from 61,781
Change+741 (+1%)
Value$9.6M (-$6.1M)
Filed 2026-11-03
Carret Asset Management, LLC
DECREASED
Shares62,145 from 63,135
Change-990 (-2%)
Value$9.6M (-$6.6M)
Filed 2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED
Shares61,893 from 61,893
Change0 (0%)
Value$9.5M (-$6.3M)
Filed 2026-10-20
Vest Financial, LLC
INCREASED
Shares61,754 from 40,433
Change+21,321 (+53%)
Value$9.5M (-$832.5K)
Filed 2026-10-21
HB Wealth Management, LLC
DECREASED
Shares59,566 from 65,576
Change-6,010 (-9%)
Value$9.2M (-$7.6M)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares58,902 from 58,401
Change+501 (+1%)
Value$9.1M (-$5.9M)
Filed 2026-11-06
SS&H Financial Advisors, Inc.
DECREASED
Shares58,717 from 60,217
Change-1,500 (-2%)
Value$9.0M (-$6.4M)
Filed 2026-10-28
Carnegie Investment Counsel
INCREASED
Shares57,398 from 54,324
Change+3,074 (+6%)
Value$8.8M (-$5.1M)
Filed 2026-10-20
Culbertson A N & Co Inc
DECREASED
Shares57,374 from 58,307
Change-933 (-2%)
Value$8.8M (-$6.1M)
Filed 2026-10-21
StoneX Group Inc.
INCREASED
Shares55,989 from 50,242
Change+5,747 (+11%)
Value$8.6M (-$4.2M)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares55,731 from 62,080
Change-6,349 (-10%)
Value$8.6M (-$7.3M)
Filed 2026-10-28
Avaii Wealth Management, LLC
INCREASED
Shares55,494 from 50,513
Change+4,981 (+10%)
Value$9.1M (-$3.8M)
Filed 2026-10-09
Riggs Asset Managment Co. Inc.
DECREASED
Shares55,312 from 62,776
Change-7,464 (-12%)
Value$8.5M (-$7.5M)
Filed 2026-11-05
RED Cedar Investment Management, LLC
UNCHANGED
Shares54,677 from 54,677
Change0 (0%)
Value$8.4M (-$5.6M)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares53,362 from 50,141
Change+3,221 (+6%)
Value$8.2M (-$4.6M)
Filed 2026-10-21
Unicom Systems, Inc.
UNCHANGED
Shares53,300 from 53,300
Change0 (0%)
Value$8.2M (-$5.4M)
Filed 2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED
Shares53,042 from 49,467
Change+3,575 (+7%)
Value$8.2M (-$4.5M)
Filed 2026-10-19
Bonness Enterprises Inc
UNCHANGED
Shares52,800 from 52,800
Change0 (0%)
Value$8.1M (-$5.4M)
Filed 2026-10-08
Consolidated Capital Management, LLC
INCREASED
Shares51,808 from 51,349
Change+459 (+1%)
Value$8.0M (-$5.2M)
Filed 2026-10-13
Marietta Wealth Management, LLC
DECREASED
Shares51,061 from 54,010
Change-2,949 (-5%)
Value$7.2M (-$6.6M)
Filed 2026-10-22
Grandfield & Dodd, LLC
INCREASED
Shares50,176 from 47,126
Change+3,050 (+6%)
Value$7.7M (-$4.3M)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares49,461 from 51,409
Change-1,948 (-4%)
Value$6.2M (-$6.9M)
Filed 2026-11-05
King Luther Capital Management Corp
DECREASED
Shares48,849 from 50,424
Change-1,575 (-3%)
Value$7.5M (-$5.4M)
Filed 2026-11-05
Crystal Rock Capital Management
INCREASED
Shares48,460 from 22,700
Change+25,760 (+113%)
Value$7.5M (+$1.7M)
Filed 2026-10-28
Maryland State Retirement & Pension System
INCREASED
Shares48,045 from 42,711
Change+5,334 (+12%)
Value$7.4M (-$3.5M)
Filed 2026-11-05
Silver Lake Advisory, LLC
DECREASED
Shares47,959 from 48,943
Change-984 (-2%)
Value$7.4M (-$5.1M)
Filed 2026-10-22
Achmea Investment Management B.V.
NEW
Shares46,943
Change+46,943
Value$7.2M
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares46,703 from 43,864
Change+2,839 (+6%)
Value$7.2M (-$4.0M)
Filed 2026-10-16
Community Bank, N.A.
DECREASED
Shares46,678 from 51,539
Change-4,861 (-9%)
Value$7.2M (-$6.0M)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares46,238 from 54,099
Change-7,861 (-15%)
Value$7.1M (-$6.7M)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares45,580 from 45,238
Change+342 (+1%)
Value$7.0M (-$4.5M)
Filed 2026-11-05
Beese Fulmer Investment Management, Inc.
INCREASED
Shares45,494 from 6,228
Change+39,266 (+630%)
Value$7.0M (+$5.4M)
Filed 2026-10-23
Stonebridge Financial Group, LLC
INCREASED
Shares45,453 from 43,126
Change+2,327 (+5%)
Value$7.0M (-$4.0M)
Filed 2026-10-01
Old Second National Bank of Aurora
DECREASED
Shares45,436 from 46,216
Change-780 (-2%)
Value$7.0M (-$4.8M)
Filed 2026-10-22
Parkside Investments, LLC
DECREASED
Shares45,234 from 54,479
Change-9,245 (-17%)
Value$7.0M (-$7.0M)
Filed 2026-10-20
Jacobs & Co
DECREASED
Shares44,883 from 45,343
Change-460 (-1%)
Value$6.9M (-$4.7M)
Filed 2026-10-09
Vise Technologies, Inc.
INCREASED
Shares44,473 from 40,530
Change+3,943 (+10%)
Value$6.8M (-$3.5M)
Filed 2026-10-29
KCM Investment Advisors LLC
DECREASED
Shares43,636 from 44,786
Change-1,150 (-3%)
Value$6.7M (-$4.7M)
Filed 2026-10-27
Hartford Investment Management Co
DECREASED
Shares42,406 from 43,333
Change-927 (-2%)
Value$6.5M (-$4.5M)
Filed 2026-11-04
Moors & Cabot, Inc.
DECREASED
Shares42,383 from 43,836
Change-1,453 (-3%)
Value$6.5M (-$4.7M)
Filed 2026-11-06
Compass Wealth Management LLC
DECREASED
Shares42,186 from 42,902
Change-716 (-2%)
Value$6.5M (-$4.5M)
Filed 2026-10-22
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares41,495 from 26,397
Change+15,098 (+57%)
Value$6.4M (-$362.3K)
Filed 2026-10-30
Allworth Financial LP
INCREASED
Shares41,280 from 36,284
Change+4,996 (+14%)
Value$10.5M (+$1.3M)
Filed 2026-11-06
Central Pacific Bank - Trust Division
DECREASED
Shares41,050 from 42,601
Change-1,551 (-4%)
Value$6.3M (-$4.6M)
Filed 2026-10-06
Penobscot Investment Management Company, Inc.
INCREASED
Shares40,969 from 38,189
Change+2,780 (+7%)
Value$6.3M (-$3.5M)
Filed 2026-10-26
Merrion Investment Management Co, LLC
DECREASED
Shares40,850 from 41,350
Change-500 (-1%)
Value$6.3M (-$4.3M)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares40,773 from 25,893
Change+14,880 (+57%)
Value$6.3M (-$344.8K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares40,667 from 37,252
Change+3,415 (+9%)
Value$6.3M (-$3.3M)
Filed 2026-10-07
Money Concepts Capital Corp
DECREASED
Shares40,486 from 42,067
Change-1,581 (-4%)
Value$6.2M (-$4.5M)
Filed 2026-11-06
Banque Pictet & CIE SA
INCREASED
Shares40,000 from 30,000
Change+10,000 (+33%)
Value$6.2M (-$1.5M)
Filed 2026-10-16
Soltis Investment Advisors LLC
INCREASED
Shares39,912 from 8,815
Change+31,097 (+353%)
Value$6.1M (+$3.9M)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares39,884 from 40,439
Change-555 (-1%)
Value$4.9M (-$1.4M)
Filed 2026-10-27
Foresight Capital Management Advisors, Inc.
DECREASED
Shares39,853 from 40,934
Change-1,081 (-3%)
Value$6.1M (-$4.3M)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares39,721 from 51,315
Change-11,594 (-23%)
Value$6.1M (-$7.0M)
Filed 2026-10-08
Crestwood Advisors Group, LLC
INCREASED
Shares39,689 from 38,872
Change+817 (+2%)
Value$6.1M (-$3.8M)
Filed 2026-10-27
GHP Investment Advisors, Inc.
DECREASED
Shares39,677 from 41,426
Change-1,749 (-4%)
Value$6.1M (-$4.5M)
Filed 2026-10-15
AlphaCore Capital LLC
INCREASED
Shares39,520 from 3,912
Change+35,608 (+910%)
Value$6.1M (+$5.1M)
Filed 2026-11-04
Exchange Traded Concepts, LLC
INCREASED
Shares39,214 from 30,663
Change+8,551 (+28%)
Value$6.0M (-$1.8M)
Filed 2026-10-28
Louisiana State Employees Retirement System
DECREASED
Shares39,000 from 40,000
Change-1,000 (-2%)
Value$6.0M (-$4.2M)
Filed 2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED
Shares38,974 from 74,554
Change-35,580 (-48%)
Value$6.0M (-$7.9M)
Filed 2026-10-29
New Mexico Educational Retirement Board
UNCHANGED
Shares38,906 from 38,906
Change0 (0%)
Value$6.0M (-$4.0M)
Filed 2026-11-05
Capstone Capital Management Ltd
INCREASED
Shares38,552 from 8,751
Change+29,801 (+341%)
Value$175.9K (-$2.1M)
Filed 2026-10-21
Insight Inv LLC
DECREASED
Shares38,455 from 38,535
Change-80 (0%)
Value$5.9M (-$3.9M)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares38,398 from 37,072
Change+1,326 (+4%)
Value$5.9M (-$3.6M)
Filed 2026-10-29
HCR Wealth Advisors
INCREASED
Shares37,945 from 5,000
Change+32,945 (+659%)
Value$5.8M (+$4.6M)
Filed 2026-10-15
EagleClaw Capital Managment, LLC
NEW
Shares37,865
Change+37,865
Value$5.8M
Filed 2026-11-06
Lawood & Co
DECREASED
Shares37,864 from 38,119
Change-255 (-1%)
Value$5.8M (-$3.9M)
Filed 2026-10-09
Washington Trust Bank
INCREASED
Shares37,717 from 37,700
Change+17 (+0%)
Value$5.8M (-$3.8M)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares37,600 from 35,125
Change+2,475 (+7%)
Value$5.8M (-$3.2M)
Filed 2026-10-19
Clearstead Advisors, LLC
DECREASED
Shares37,451 from 39,530
Change-2,079 (-5%)
Value$5.8M (-$4.3M)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares37,440 from 33,811
Change+3,629 (+11%)
Value$5.8M (-$2.9M)
Filed 2026-10-14
Xcel Wealth Management, LLC
DECREASED
Shares37,440 from 37,480
Change-40 (0%)
Value$5.8M (-$3.8M)
Filed 2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares37,363 from 34,994
Change+2,369 (+7%)
Value$5.7M (-$3.2M)
Filed 2026-10-26
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares37,256 from 28,349
Change+8,907 (+31%)
Value$5.7M (-$1.5M)
Filed 2026-10-22
Verity & Verity, LLC
DECREASED
Shares37,086 from 37,164
Change-78 (0%)
Value$5.7M (-$3.8M)
Filed 2026-10-23
Radnor Capital Management, LLC
DECREASED
Shares37,062 from 37,362
Change-300 (-1%)
Value$5.7M (-$3.8M)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares36,958 from 26,452
Change+10,506 (+40%)
Value$5.1M (+$1.3M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares36,958 from 26,452
Change+10,506 (+40%)
Value$5.1M (+$1.3M)
Filed 2026-10-20
Calamos Advisors LLC
INCREASED
Shares36,665 from 35,923
Change+742 (+2%)
Value$5.6M (-$3.5M)
Filed 2026-11-02
Chicago Capital, LLC
INCREASED
Shares36,367 from 34,482
Change+1,885 (+5%)
Value$5.6M (-$3.2M)
Filed 2026-10-13
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares36,300 from 36,300
Change0 (0%)
Value$5.6M (-$3.7M)
Filed 2026-10-21
Alpha Omega Wealth Management LLC
DECREASED
Shares35,952 from 36,104
Change-152 (0%)
Value$5.5M (-$3.7M)
Filed 2026-10-23
Nfsg Corp
INCREASED
Shares35,828 from 7,492
Change+28,336 (+378%)
Value$5.5M (+$3.6M)
Filed 2026-10-15
Patten Group, Inc.
INCREASED
Shares35,700 from 30,596
Change+5,104 (+17%)
Value$5.5M (-$2.3M)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares35,293 from 56,813
Change-21,520 (-38%)
Value$5.4M (-$9.1M)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares35,278 from 38,676
Change-3,398 (-9%)
Value$5.4M (-$4.5M)
Filed 2026-10-22
Community Financial Services Group, LLC
DECREASED
Shares34,904 from 35,632
Change-728 (-2%)
Value$5.6M (-$2.3M)
Filed 2026-10-15
AMG National Trust Bank
DECREASED
Shares34,882 from 34,900
Change-18 (0%)
Value$5.4M (-$3.6M)
Filed 2026-11-05
Old North State Wealth Management, LLC
INCREASED
Shares34,865 from 33,561
Change+1,304 (+4%)
Value$5.4M (-$3.2M)
Filed 2026-10-22
Cambridge Advisors Inc.
INCREASED
Shares34,716 from 34,706
Change+10 (+0%)
Value$5.3M (-$3.5M)
Filed 2026-10-19
AIA Group Ltd
INCREASED
Shares34,522 from 34,397
Change+125 (+0%)
Value$5.3M (-$3.5M)
Filed 2026-10-30
Bailard, Inc.
INCREASED
Shares33,987 from 33,379
Change+608 (+2%)
Value$5.2M (-$3.3M)
Filed 2026-10-13
Fulcrum Asset Management LLP
INCREASED
Shares33,722 from 6,561
Change+27,161 (+414%)
Value$5.4M (+$3.7M)
Filed 2026-11-04
Sepio Capital, LP
DECREASED
Shares33,371 from 35,774
Change-2,403 (-7%)
Value$5.1M (-$4.0M)
Filed 2026-10-22
Garner Asset Management Corp
DECREASED
Shares32,985 from 34,020
Change-1,035 (-3%)
Value$4.2M (-$4.4M)
Filed 2026-10-30
Jcic Asset Management Inc.
NEW
Shares32,458
Change+32,458
Value$5.0M
Filed 2026-10-30
Socha Financial Group, LLC
INCREASED
Shares32,280 from 32,260
Change+20 (+0%)
Value$5.0M (-$3.3M)
Filed 2026-11-03
Tokio Marine Asset Management Co LTD
INCREASED
Shares31,712 from 31,196
Change+516 (+2%)
Value$4.9M (-$3.1M)
Filed 2026-10-26
Covea Finance
DECREASED
Shares31,500 from 44,000
Change-12,500 (-28%)
Value$4.8M (-$6.4M)
Filed 2026-10-21
Capital Investment Counsel, Inc
INCREASED
Shares31,400 from 29,170
Change+2,230 (+8%)
Value$4.8M (-$2.6M)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares31,227 from 32,883
Change-1,656 (-5%)
Value$4.8M (-$3.6M)
Filed 2026-10-26
Royal Fund Management, LLC
INCREASED
Shares31,200 from 10,700
Change+20,500 (+192%)
Value$4.8M (+$2.1M)
Filed 2026-10-22
RMR Wealth Builders
DECREASED
Shares30,952 from 36,378
Change-5,426 (-15%)
Value$4.8M (-$4.5M)
Filed 2026-10-22
GKV Capital Management Co., Inc.
INCREASED
Shares30,801 from 23,555
Change+7,246 (+31%)
Value$4.7M (-$1.3M)
Filed 2026-11-06
Wedbush Securities Inc
INCREASED
Shares30,532 from 28,938
Change+1,594 (+6%)
Value$4.7M (-$2.7M)
Filed 2026-10-22
BCK Partners, Inc.
INCREASED
Shares30,095 from 18,713
Change+11,382 (+61%)
Value$4.6M (-$152.4K)
Filed 2026-10-23
Romano Brothers and Company
DECREASED
Shares30,045 from 32,170
Change-2,125 (-7%)
Value$4.6M (-$3.6M)
Filed 2026-10-22
Great Lakes Retirement, Inc.
INCREASED
Shares30,040 from 28,599
Change+1,441 (+5%)
Value$4.6M (-$2.7M)
Filed 2026-10-26
Columbia Asset Management
DECREASED
Shares29,956 from 30,362
Change-406 (-1%)
Value$4.6M (-$3.1M)
Filed 2026-10-19
Legacy Financial Independent Advisors LLC
INCREASED
Shares29,932 from 6,350
Change+23,582 (+371%)
Value$4.6M (+$3.0M)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares29,572 from 27,990
Change+1,582 (+6%)
Value$4.5M (-$2.6M)
Filed 2026-10-23
NLB Skladi, upravljanje premozenja, d.o.o.
NEW
Shares28,968
Change+28,968
Value$4.5M
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares28,799 from 29,766
Change-967 (-3%)
Value$4.4M (-$3.2M)
Filed 2026-10-30
Aull & Monroe Investment Management Corp
INCREASED
Shares28,758 from 28,661
Change+97 (+0%)
Value$4.4M (-$2.9M)
Filed 2026-10-16
Aspen Investment Management Inc
DECREASED
Shares28,498 from 29,977
Change-1,479 (-5%)
Value$4.4M (-$3.3M)
Filed 2026-11-05
AGP Franklin, LLC
INCREASED
Shares27,890 from 27,469
Change+421 (+2%)
Value$4.3M (-$2.7M)
Filed 2026-11-04
E. Ohman J:or Asset Management AB
UNCHANGED
Shares27,888 from 27,888
Change0 (0%)
Value$4.3M (-$2.8M)
Filed 2026-10-22
Royal Palms Capital LLC
DECREASED
Shares27,487 from 28,767
Change-1,280 (-4%)
Value$4.2M (-$3.1M)
Filed 2026-10-23
Crossmark Global Holdings, Inc.
DECREASED
Shares27,449 from 30,070
Change-2,621 (-9%)
Value$4.2M (-$3.5M)
Filed 2026-10-21
Princeton Capital Management LLC
UNCHANGED
Shares27,298 from 27,298
Change0 (0%)
Value$4.2M (-$2.8M)
Filed 2026-10-27
Integrated Advisors Network LLC
INCREASED
Shares27,141 from 19,191
Change+7,950 (+41%)
Value$4.2M (-$728.7K)
Filed 2026-10-20
Karras Company, Inc.
DECREASED
Shares27,134 from 27,978
Change-844 (-3%)
Value$4.2M (-$3.0M)
Filed 2026-10-16
Overbrook Management Corp
DECREASED
Shares27,060 from 27,111
Change-51 (0%)
Value$4.2M (-$2.8M)
Filed 2026-10-08
Praxis Investment Management Inc
INCREASED
Shares26,836 from 17,927
Change+8,909 (+50%)
Value$4.1M (-$453.0K)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares26,508 from 98,667
Change-72,159 (-73%)
Value$4.1M (-$21.1M)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW
Shares26,473
Change+26,473
Value$4.1M
Filed 2026-10-16
Catalyst Capital Advisors LLC
DECREASED
Shares26,400 from 51,275
Change-24,875 (-49%)
Value$4.1M (-$9.0M)
Filed 2026-11-02
Pflug Koory, LLC
DECREASED
Shares26,083 from 26,330
Change-247 (-1%)
Value$4.0M (-$2.7M)
Filed 2026-10-26
Great Diamond Partners, LLC
DECREASED
Shares25,633 from 29,004
Change-3,371 (-12%)
Value$3.9M (-$3.5M)
Filed 2026-10-13
Hager Investment Management Services, LLC
INCREASED
Shares25,475 from 22,432
Change+3,043 (+14%)
Value$3.9M (-$1.8M)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
INCREASED
Shares25,110 from 21,840
Change+3,270 (+15%)
Value$3.9M (-$1.7M)
Filed 2026-10-21
Goelzer Investment Management, Inc.
DECREASED
Shares25,104 from 25,488
Change-384 (-2%)
Value$3.9M (-$2.7M)
Filed 2026-10-16
Oak Thistle LLC
NEW
Shares24,855
Change+24,855
Value$3.8M
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares24,802 from 15,531
Change+9,271 (+60%)
Value$3.8M (-$153.4K)
Filed 2026-11-03
Investment House LLC
DECREASED
Shares24,730 from 44,965
Change-20,235 (-45%)
Value$3.8M (-$7.7M)
Filed 2026-10-21
Piscataqua Savings Bank
DECREASED
Shares24,376 from 24,755
Change-379 (-2%)
Value$3.7M (-$2.6M)
Filed 2026-10-21
North Dakota State Investment Board
INCREASED
Shares24,216 from 23,215
Change+1,001 (+4%)
Value$3.7M (-$2.2M)
Filed 2026-10-27
Oakmont Investment Advisors, Inc.
INCREASED
Shares24,170 from 20,927
Change+3,243 (+16%)
Value$3.7M (-$1.6M)
Filed 2026-10-21
OMC Financial Services LTD
DECREASED
Shares23,862 from 43,378
Change-19,516 (-45%)
Value$3.7M (-$7.4M)
Filed 2026-10-19
Diligent Investors, LLC
DECREASED
Shares23,656 from 24,154
Change-498 (-2%)
Value$3.6M (-$2.5M)
Filed 2026-10-21
Bokf, NA
DECREASED
Shares23,651 from 35,434
Change-11,783 (-33%)
Value$3.6M (-$5.4M)
Filed 2026-10-27
Baldwin Wealth Partners LLC
NEW
Shares23,568
Change+23,568
Value$3.6M
Filed 2026-10-13
Nilsine Partners, LLC
DECREASED
Shares23,454 from 24,048
Change-594 (-2%)
Value$3.6M (-$2.5M)
Filed 2026-11-02
Mitchell Capital Management Co
DECREASED
Shares23,351 from 23,880
Change-529 (-2%)
Value$3.6M (-$2.5M)
Filed 2026-10-29
Kessler Investment Group, LLC
INCREASED
Shares23,329 from 22,606
Change+723 (+3%)
Value$3.6M (-$2.2M)
Filed 2026-10-08
Meitav Investment House LTD
INCREASED
Shares23,290 from 18,630
Change+4,660 (+25%)
Value$3.6M (-$1.2M)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares22,721 from 22,444
Change+277 (+1%)
Value$3.5M (-$2.2M)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares22,709 from 22,550
Change+159 (+1%)
Value$3.5M (-$2.3M)
Filed 2026-11-03
Central Bank & Trust Co
INCREASED
Shares22,322 from 14,405
Change+7,917 (+55%)
Value$3.4M (-$247.2K)
Filed 2026-10-09
Sicart Associates LLC
DECREASED
Shares22,292 from 23,649
Change-1,357 (-6%)
Value$2.9M (-$3.1M)
Filed 2026-10-29
SWS Partners
INCREASED
Shares22,254 from 21,692
Change+562 (+3%)
Value$3.4M (-$2.1M)
Filed 2026-10-26
Cohen Klingenstein LLC
DECREASED
Shares22,130 from 22,180
Change-50 (0%)
Value$3.4M (-$2.3M)
Filed 2026-10-15
Cardinal Point Capital Management ULC
DECREASED
Shares22,127 from 22,177
Change-50 (0%)
Value$3.4M (-$2.3M)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares21,906 from 20,422
Change+1,484 (+7%)
Value$3.4M (-$1.8M)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares21,668 from 22,317
Change-649 (-3%)
Value$3.3M (-$2.4M)
Filed 2026-10-05
VestGen Advisors, LLC
DECREASED
Shares21,641 from 22,038
Change-397 (-2%)
Value$3.3M (-$2.3M)
Filed 2026-10-27
Clearwave Capital, LLC
INCREASED
Shares21,531 from 20,445
Change+1,086 (+5%)
Value$3.3M (-$1.9M)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED
Shares21,494 from 119,856
Change-98,362 (-82%)
Value$3.3M (-$27.3M)
Filed 2026-10-29
City Holding Co
INCREASED
Shares21,389 from 20,161
Change+1,228 (+6%)
Value$3.3M (-$1.9M)
Filed 2026-10-19
CX Institutional
DECREASED
Shares21,230 from 21,375
Change-145 (-1%)
Value$3.3K (-$5.5M)
Filed 2026-10-02
Joel Isaacson & Co., LLC
INCREASED
Shares21,189 from 21,151
Change+38 (+0%)
Value$3.3M (-$2.1M)
Filed 2026-11-05
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares20,942 from 20,962
Change-20 (0%)
Value$3.2M (-$2.1M)
Filed 2026-10-16
Hartford Financial Management Inc.
DECREASED
Shares20,871 from 21,546
Change-675 (-3%)
Value$3.2M (-$2.3M)
Filed 2026-10-21
Securian Asset Management, Inc
DECREASED
Shares20,585 from 20,800
Change-215 (-1%)
Value$3.2M (-$50.7K)
Filed 2026-11-06
Krilogy Financial LLC
INCREASED
Shares20,529 from 20,269
Change+260 (+1%)
Value$3.0M (-$2.2M)
Filed 2026-10-13
First Citizens Bank & Trust Co
INCREASED
Shares20,490 from 11,585
Change+8,905 (+77%)
Value$3.2M (+$191.4K)
Filed 2026-10-14
Mindset Wealth Management, LLC
DECREASED
Shares20,308 from 22,107
Change-1,799 (-8%)
Value$3.1M (-$2.5M)
Filed 2026-10-19
Sterling Capital Management LLC
DECREASED
Shares20,150 from 21,072
Change-922 (-4%)
Value$3.1M (-$2.3M)
Filed 2026-10-22
Green Alpha Advisors, LLC
DECREASED
Shares20,147 from 26,236
Change-6,089 (-23%)
Value$3.1M (-$3.6M)
Filed 2026-10-08
Verdence Capital Advisors LLC
DECREASED
Shares20,082 from 20,117
Change-35 (0%)
Value$3.1M (-$2.1M)
Filed 2026-10-26
Massachusetts Wealth Management
DECREASED
Shares20,070 from 23,465
Change-3,395 (-14%)
Value$3.1M (-$2.9M)
Filed 2026-10-21
Old National Bancorp
DECREASED
Shares20,033 from 20,327
Change-294 (-1%)
Value$3.1M (-$2.1M)
Filed 2026-10-20
Leisure Capital Management
DECREASED
Shares19,954 from 23,895
Change-3,941 (-16%)
Value$3.1M (-$3.0M)
Filed 2026-11-03
SFE Investment Counsel
INCREASED
Shares19,921 from 18,709
Change+1,212 (+6%)
Value$3.1M (-$1.7M)
Filed 2026-10-29
River Street Advisors LLC
INCREASED
Shares19,835 from 18,595
Change+1,240 (+7%)
Value$3.0M (-$1.7M)
Filed 2026-10-22
Citizens National Bank Trust Department
DECREASED
Shares19,713 from 20,040
Change-327 (-2%)
Value$3.0M (-$2.1M)
Filed 2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED
Shares19,690 from 19,920
Change-230 (-1%)
Value$3.0M (-$2.1M)
Filed 2026-10-28
Citizens & Northern Corp
UNCHANGED
Shares19,658 from 19,658
Change0 (0%)
Value$3.0M (-$2.0M)
Filed 2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares19,481 from 19,788
Change-307 (-2%)
Value$3.0M (-$2.1M)
Filed 2026-10-23
Greg Jennings, LLC
NEW
Shares19,247
Change+19,247
Value$3.0M
Filed 2026-10-19
Quadrant Capital Group LLC
DECREASED
Shares19,086 from 19,664
Change-578 (-3%)
Value$2.8M (-$2.2M)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares19,040 from 15,945
Change+3,095 (+19%)
Value$2.9M (-$1.1M)
Filed 2026-10-20
Zions Bancorporation, National Association
INCREASED
Shares19,018 from 10,241
Change+8,777 (+86%)
Value$2.9M (+$308.3K)
Filed 2026-11-06
MFG Wealth Management, Inc.
INCREASED
Shares18,865 from 14,271
Change+4,594 (+32%)
Value$2.9M (-$744.5K)
Filed 2026-10-09
SBI Securities Co., Ltd.
INCREASED
Shares18,862 from 17,270
Change+1,592 (+9%)
Value$2.9M (-$1.5M)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED
Shares18,681 from 17,937
Change+744 (+4%)
Value$2.9M (-$1.7M)
Filed 2026-10-13
Progressive Investment Management Corp
DECREASED
Shares18,648 from 18,766
Change-118 (-1%)
Value$2.9M (-$1.9M)
Filed 2026-10-26
Univest Financial Corp
DECREASED
Shares18,288 from 20,740
Change-2,452 (-12%)
Value$2.8M (-$2.5M)
Filed 2026-11-05
Byrne Asset Management LLC
INCREASED
Shares18,233 from 18,019
Change+214 (+1%)
Value$2.9M (-$1.7M)
Filed 2026-10-06
Reik & Co., LLC
UNCHANGED
Shares17,971 from 17,971
Change0 (0%)
Value$2.8M (-$1.8M)
Filed 2026-10-27
Mystic Asset Management, Inc.
DECREASED
Shares17,958 from 18,030
Change-72 (0%)
Value$2.8M (-$1.8M)
Filed 2026-10-15
Hilltop National Bank
DECREASED
Shares17,920 from 19,771
Change-1,851 (-9%)
Value$2.8M (-$2.3M)
Filed 2026-10-14
BLB&B Advisors, LLC
DECREASED
Shares17,919 from 19,303
Change-1,384 (-7%)
Value$2.8M (-$2.2M)
Filed 2026-10-27
Prudent Man Advisors, LLC
DECREASED
Shares17,912 from 23,903
Change-5,991 (-25%)
Value$2.8M (-$3.4M)
Filed 2026-11-03
Level Four Advisory Services, LLC
DECREASED
Shares17,836 from 18,046
Change-210 (-1%)
Value$2.7M (-$1.9M)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
DECREASED
Shares17,757 from 21,374
Change-3,617 (-17%)
Value$2.7M (-$2.7M)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares17,515 from 15,451
Change+2,064 (+13%)
Value$2.7M (-$1.3M)
Filed 2026-10-22
Frank, Rimerman Advisors LLC
DECREASED
Shares17,513 from 17,921
Change-408 (-2%)
Value$2.7M (-$1.9M)
Filed 2026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED
Shares17,458 from 15,862
Change+1,596 (+10%)
Value$2.7M (-$1.4M)
Filed 2026-10-05
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares17,452 from 17,533
Change-81 (0%)
Value$2.7M (-$1.8M)
Filed 2026-10-13
Paragon Private Wealth Management, LLC
INCREASED
Shares17,405 from 12,364
Change+5,041 (+41%)
Value$2.7M (-$482.1K)
Filed 2026-10-20
Canandaigua National Bank & Trust Co
DECREASED
Shares17,400 from 18,509
Change-1,109 (-6%)
Value$2.7M (-$2.1M)
Filed 2026-10-07
Indivisible Partners
INCREASED
Shares17,389 from 15,144
Change+2,245 (+15%)
Value$2.7M (-$1.2M)
Filed 2026-10-26
Fruth Investment Management
DECREASED
Shares17,350 from 18,125
Change-775 (-4%)
Value$2.7M (-$2.0M)
Filed 2026-10-13
Patten & Patten Inc
DECREASED
Shares17,201 from 17,769
Change-568 (-3%)
Value$2.6M (-$1.9M)
Filed 2026-10-26
Gibbs Wealth Management
INCREASED
Shares17,134 from 8,674
Change+8,460 (+98%)
Value$2.6M (+$418.8K)
Filed 2026-10-22
Modera Wealth Management, LLC
DECREASED
Shares17,113 from 18,036
Change-923 (-5%)
Value$2.6M (-$2.0M)
Filed 2026-10-28
Legacy Private Trust Co.
INCREASED
Shares17,108 from 15,925
Change+1,183 (+7%)
Value$2.6M (-$1.4M)
Filed 2026-10-06
Stiles Financial Services Inc
INCREASED
Shares16,908 from 16,829
Change+79 (+0%)
Value$2.6M (-$1.7M)
Filed 2026-10-30
Boit C F David
UNCHANGED
Shares16,900 from 16,900
Change0 (0%)
Value$2.6M (-$1.7M)
Filed 2026-10-29
Tompkins Financial Corp
DECREASED
Shares16,874 from 17,014
Change-140 (-1%)
Value$2.6M (-$1.8M)
Filed 2026-10-05
NorthCrest Asset Manangement, LLC
DECREASED
Shares16,830 from 27,076
Change-10,246 (-38%)
Value$2.6M (-$2.6M)
Filed 2026-10-13
Tema Etfs LLC
INCREASED
Shares16,684 from 13,723
Change+2,961 (+22%)
Value$2.6M (-$939.9K)
Filed 2026-10-16
Herbst Group, LLC
DECREASED
Shares16,481 from 17,516
Change-1,035 (-6%)
Value$2.5M (-$1.9M)
Filed 2026-10-20
Brighton Jones LLC
DECREASED
Shares16,428 from 17,252
Change-824 (-5%)
Value$2.5M (-$1.9M)
Filed 2026-11-03
Diversified Trust Co
DECREASED
Shares16,304 from 21,937
Change-5,633 (-26%)
Value$2.5M (-$3.1M)
Filed 2026-11-06
Clear Trail Advisors, LLC
INCREASED
Shares16,025 from 9,359
Change+6,666 (+71%)
Value$2.5M (+$73.6K)
Filed 2026-10-20
Portside Wealth Group, LLC
INCREASED
Shares16,009 from 12,502
Change+3,507 (+28%)
Value$2.5M (-$731.8K)
Filed 2026-10-20
Searle & Co.
UNCHANGED
Shares15,966 from 15,966
Change0 (0%)
Value$2.5M (-$1.6M)
Filed 2026-11-04
Kintegral Advisory, LLC
INCREASED
Shares15,854 from 15,765
Change+89 (+1%)
Value$2.4M (-$1.6M)
Filed 2026-10-16
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares15,849 from 14,079
Change+1,770 (+13%)
Value$2.4M (-$1.2M)
Filed 2026-10-22
Aaron Wealth Advisors LLC
DECREASED
Shares15,778 from 17,535
Change-1,757 (-10%)
Value$2.4M (-$2.1M)
Filed 2026-10-13
Caldwell Trust Co
INCREASED
Shares15,755 from 15,626
Change+129 (+1%)
Value$2.4M (-$1.6M)
Filed 2026-10-30
CGN Advisors LLC
INCREASED
Shares15,725 from 14,078
Change+1,647 (+12%)
Value$2.4M (-$1.2M)
Filed 2026-10-21
Two Point Capital Management, Inc.
DECREASED
Shares15,637 from 15,979
Change-342 (-2%)
Value$2.4M (-$1.7M)
Filed 2026-10-16
Mainstream Capital Management LLC
INCREASED
Shares15,593 from 14,289
Change+1,304 (+9%)
Value$2.4M (-$1.3M)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares15,495 from 17,076
Change-1,581 (-9%)
Value$2.4M (-$2.0M)
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
INCREASED
Shares15,474 from 15,327
Change+147 (+1%)
Value$2.4M (-$1.5M)
Filed 2026-10-16
Ascent Group, LLC
DECREASED
Shares15,433 from 15,436
Change-3 (0%)
Value$2.4M (-$1.6M)
Filed 2026-10-30
Pathway Financial Advisers, LLC
DECREASED
Shares15,349 from 18,404
Change-3,055 (-17%)
Value$2.4M (-$2.3M)
Filed 2026-10-27
Katamaran Capital LLP
DECREASED
Shares15,328 from 25,051
Change-9,723 (-39%)
Value$2.4M (-$4.0M)
Filed 2026-10-27
Nvwm, LLC
INCREASED
Shares15,272 from 35
Change+15,237 (+43534%)
Value$2.3M (+$2.3M)
Filed 2026-10-14
Hudock, Inc.
INCREASED
Shares15,270 from 15,266
Change+4 (+0%)
Value$2.3M (-$1.6M)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares15,259 from 23,205
Change-7,946 (-34%)
Value$2.3M (-$3.6M)
Filed 2026-10-22
Choreo, LLC
DECREASED
Shares15,254 from 17,121
Change-1,867 (-11%)
Value$2.3M (-$2.0M)
Filed 2026-10-28
Glenview Trust Co
DECREASED
Shares15,056 from 16,677
Change-1,621 (-10%)
Value$2.3M (-$1.9M)
Filed 2026-10-28
D.B. Root & Company, LLC
DECREASED
Shares14,911 from 15,487
Change-576 (-4%)
Value$2.3M (-$1.7M)
Filed 2026-11-04
Fiduciary Alliance LLC
DECREASED
Shares14,883 from 15,084
Change-201 (-1%)
Value$2.3M (-$1.6M)
Filed 2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares14,834 from 15,509
Change-675 (-4%)
Value$2.3M (-$1.7M)
Filed 2026-10-13
Fisher Asset Management, LLC
INCREASED
Shares14,647 from 11,894
Change+2,753 (+23%)
Value$2.3M (-$786.0K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED
Shares14,614 from 21,102
Change-6,488 (-31%)
Value$2.2M (-$3.1M)
Filed 2026-10-23
Cypress Capital Group
DECREASED
Shares14,582 from 15,951
Change-1,369 (-9%)
Value$2.2M (-$1.8M)
Filed 2026-11-03
Northeast Investment Management
DECREASED
Shares14,454 from 14,504
Change-50 (0%)
Value$2.2M (-$1.5M)
Filed 2026-10-30
Westover Capital Advisors, LLC
DECREASED
Shares14,405 from 14,430
Change-25 (0%)
Value$2.2M (-$1.5M)
Filed 2026-10-26
Azzad Asset Management Inc
INCREASED
Shares14,398 from 14,365
Change+33 (+0%)
Value$2.2M (-$1.5M)
Filed 2026-11-04
Portfolio Design Labs, LLC
INCREASED
Shares14,273 from 14,000
Change+273 (+2%)
Value$2.2M (-$1.4M)
Filed 2026-11-04
OFI Invest Asset Management
DECREASED
Shares14,213 from 727,360
Change-713,147 (-98%)
Value$2.1M (-$160.6M)
Filed 2026-11-06
180 Wealth Advisors, LLC
INCREASED
Shares14,150 from 14,113
Change+37 (+0%)
Value$2.2M (-$1.4M)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares14,106 from 13,969
Change+137 (+1%)
Value$2.2M (-$1.4M)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
DECREASED
Shares14,072 from 14,396
Change-324 (-2%)
Value$2.2M (-$1.5M)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares14,046 from 10,332
Change+3,714 (+36%)
Value$2.2M (-$482.2K)
Filed 2026-10-13
Salem Investment Counselors Inc
DECREASED
Shares14,039 from 14,089
Change-50 (0%)
Value$2.2M (-$1.4M)
Filed 2026-10-13
Hanseatic Management Services Inc
INCREASED
Shares14,004 from 13,718
Change+286 (+2%)
Value$2.2M (-$1.4M)
Filed 2026-10-27
Mitsubishi UFJ Asset Management (UK) Ltd.
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$2.2M (-$1.4M)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
DECREASED
Shares13,968 from 16,836
Change-2,868 (-17%)
Value$2.1M (-$2.2M)
Filed 2026-10-21
SAX Wealth Advisors, LLC
INCREASED
Shares13,793 from 13,134
Change+659 (+5%)
Value$2.1M (+$335.0K)
Filed 2026-10-13
Axiom Investment Management LLC
INCREASED
Shares13,753 from 13,572
Change+181 (+1%)
Value$2.1M (-$1.4M)
Filed 2026-11-03
Nexus Investment Management ULC
UNCHANGED
Shares13,725 from 13,725
Change0 (0%)
Value$2.1M (-$1.4M)
Filed 2026-10-27
Cypress Asset Management Inc
INCREASED
Shares13,719 from 10,729
Change+2,990 (+28%)
Value$2.1M (-$631.1K)
Filed 2026-10-09
Harfst & Associates, Inc.
INCREASED
Shares13,615 from 13,526
Change+89 (+1%)
Value$2.1M (-$1.4M)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares13,596 from 9,800
Change+3,796 (+39%)
Value$2.1M (-$412.6K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares13,516 from 30,264
Change-16,748 (-55%)
Value$2.1M (-$5.7M)
Filed 2026-10-23
Myriad Asset Management Advisors LLC
INCREASED
Shares13,474 from 12,004
Change+1,470 (+12%)
Value$2.1M (-$994.0K)
Filed 2026-11-03
Park Edge Advisors, LLC
INCREASED
Shares13,427 from 10,202
Change+3,225 (+32%)
Value$2.1M (-$541.4K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
DECREASED
Shares13,408 from 13,455
Change-47 (0%)
Value$2.1M (-$1.4M)
Filed 2026-10-16
Shikiar Asset Management Inc
NEW
Shares13,225
Change+13,225
Value$2.0M
Filed 2026-10-20
Willow Creek Capital Management, Inc.
UNCHANGED
Shares13,222 from 13,222
Change0 (0%)
Value$3.4M ($0)
Filed 2026-10-16
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares13,181 from 13,181
Change0 (0%)
Value$2.0M (-$1.3M)
Filed 2026-10-19
Greenleaf Trust
DECREASED
Shares13,129 from 13,484
Change-355 (-3%)
Value$2.0M (-$1.4M)
Filed 2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares13,063 from 13,363
Change-300 (-2%)
Value$2.0M (-$1.4M)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares12,955 from 13,033
Change-78 (-1%)
Value$2.0M (-$1.3M)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares12,759 from 13,342
Change-583 (-4%)
Value$2.0M (-$1.4M)
Filed 2026-10-15
St. Johns Investment Management Company, LLC
INCREASED
Shares12,753 from 9,504
Change+3,249 (+34%)
Value$2.0M (-$466.7K)
Filed 2026-10-30
Masterinvest Kapitalanlage GmbH
DECREASED
Shares12,716 from 24,136
Change-11,420 (-47%)
Value$2.0M (-$4.2M)
Filed 2026-11-03
Alps Advisors Inc
DECREASED
Shares12,590 from 15,680
Change-3,090 (-20%)
Value$1.9M (-$2.1M)
Filed 2026-11-03
Meridian Financial Partners LLC
NEW
Shares12,326
Change+12,326
Value$1.7M
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares12,324 from 1,898
Change+10,426 (+549%)
Value$2.0M (+$1.6M)
Filed 2026-11-02
Bdf-Gestion
DECREASED
Shares12,254 from 13,808
Change-1,554 (-11%)
Value$1.9M (-$15.3M)
Filed 2026-10-19
Ritholtz Wealth Management
INCREASED
Shares12,182 from 10,879
Change+1,303 (+12%)
Value$1.9M (-$905.6K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares12,108 from 12,401
Change-293 (-2%)
Value$1.9M (-$1.3M)
Filed 2026-10-20
Deseret Mutual Benefit Administrators
INCREASED
Shares12,077 from 11,967
Change+110 (+1%)
Value$1.9M (-$1.2M)
Filed 2026-11-04
LBP AM SA
NEW
Shares12,013
Change+12,013
Value$1.8M
Filed 2026-11-06
FCG Investment Co
INCREASED
Shares11,972 from 9,515
Change+2,457 (+26%)
Value$1.8M (-$589.6K)
Filed 2026-10-13
Elco Management Co., LLC
DECREASED
Shares11,937 from 12,291
Change-354 (-3%)
Value$1.8M (-$1.3M)
Filed 2026-10-14
Maple Capital Management, Inc.
INCREASED
Shares11,907 from 11,897
Change+10 (+0%)
Value$1.8M (-$1.2M)
Filed 2026-11-02
Obermeyer Wealth Partners
INCREASED
Shares11,794 from 11,756
Change+38 (+0%)
Value$1.8M (-$1.2M)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares11,726 from 12,156
Change-430 (-4%)
Value$1.8M (-$1.3M)
Filed 2026-10-20
Argyle Capital Management, LLC
DECREASED
Shares11,689 from 11,919
Change-230 (-2%)
Value$1.8M (-$1.2M)
Filed 2026-10-28
Y.D. More Investments Ltd
DECREASED
Shares11,662 from 16,842
Change-5,180 (-31%)
Value$1.8M (-$2.5M)
Filed 2026-11-02
Burns J W & Co Inc
UNCHANGED
Shares11,627 from 11,627
Change0 (0%)
Value$1.8M (-$1.2M)
Filed 2026-10-20
Heritage Investors Management Corp
DECREASED
Shares11,619 from 11,643
Change-24 (0%)
Value$1.8M (-$1.2M)
Filed 2026-10-29
Balboa Wealth Partners
INCREASED
Shares11,579 from 10,930
Change+649 (+6%)
Value$1.8M (-$1.0M)
Filed 2026-10-20
Kentucky Trust Co
DECREASED
Shares11,567 from 11,687
Change-120 (-1%)
Value$1.8M (-$1.2M)
Filed 2026-10-15
Magnus Financial Group LLC
DECREASED
Shares11,559 from 12,170
Change-611 (-5%)
Value$1.8M (-$1.3M)
Filed 2026-10-21
Herold Advisors, Inc.
INCREASED
Shares11,540 from 11,415
Change+125 (+1%)
Value$1.8M (-$1.1M)
Filed 2026-10-19
Stanley-Laman Group, Ltd.
UNCHANGED
Shares11,529 from 11,529
Change0 (0%)
Value$1.8M (-$1.2M)
Filed 2026-10-20
Landmark Wealth Management, LLC
UNCHANGED
Shares11,313 from 11,313
Change0 (0%)
Value$1.7M (-$1.2M)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares11,273 from 10,596
Change+677 (+6%)
Value$1.7M (-$973.1K)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares11,229 from 11,171
Change+58 (+1%)
Value$1.7M (-$1.1M)
Filed 2026-10-30
Cornerstone Enterprises, LLC
DECREASED
Shares11,210 from 16,485
Change-5,275 (-32%)
Value$1.7M (-$2.5M)
Filed 2026-10-15
Robbins Farley
INCREASED
Shares11,156 from 200
Change+10,956 (+5478%)
Value$1.7M (+$1.7M)
Filed 2026-10-21
IFG Advisors, LLC
INCREASED
Shares11,155 from 11,147
Change+8 (+0%)
Value$1.7M (-$1.1M)
Filed 2026-10-15
Park National Corp
DECREASED
Shares11,106 from 14,184
Change-3,078 (-22%)
Value$1.7M (-$1.9M)
Filed 2026-10-05
Jeppson Wealth Management, LLC
DECREASED
Shares11,104 from 11,122
Change-18 (0%)
Value$1.7M (-$1.1M)
Filed 2026-10-20
Piar LLC
INCREASED
Shares11,100 from 8,100
Change+3,000 (+37%)
Value$1.7M (-$362.2K)
Filed 2026-10-21
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares11,077 from 6,253
Change+4,824 (+77%)
Value$1.7M (+$106.0K)
Filed 2026-10-09
Jackson Square Capital, LLC
DECREASED
Shares11,015 from 56,395
Change-45,380 (-80%)
Value$1.7M (-$12.7M)
Filed 2026-10-19
Contravisory Investment Management, Inc.
INCREASED
Shares10,941 from 7,450
Change+3,491 (+47%)
Value$1.7M (-$220.7K)
Filed 2026-10-13
Virtue Capital Management, LLC
DECREASED
Shares10,938 from 11,341
Change-403 (-4%)
Value$1.7M (-$1.2M)
Filed 2026-10-29
Focus Financial Network, Inc.
INCREASED
Shares10,869 from 10,504
Change+365 (+3%)
Value$1.7M (-$1.0M)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares10,816 from 11,085
Change-269 (-2%)
Value$1.7M (-$1.2M)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares10,805 from 9,827
Change+978 (+10%)
Value$1.7M (-$848.7K)
Filed 2026-10-21
Earned Wealth Advisors, LLC
INCREASED
Shares10,779 from 10,459
Change+320 (+3%)
Value$1.7M (-$1.0M)
Filed 2026-11-06
Wedmont Private Capital
INCREASED
Shares10,749 from 9,961
Change+788 (+8%)
Value$1.6M (-$258.7K)
Filed 2026-10-09
Lighthouse Financial LLC
INCREASED
Shares10,747 from 9,475
Change+1,272 (+13%)
Value$1.7M (-$767.7K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares10,722 from 11,138
Change-416 (-4%)
Value$1.6M (-$1.2M)
Filed 2026-11-04
Novem Group
INCREASED
Shares10,675 from 6,748
Change+3,927 (+58%)
Value$1.6M (-$82.2K)
Filed 2026-10-19
Beverly Hills Private Wealth, LLC
INCREASED
Shares10,651 from 7,864
Change+2,787 (+35%)
Value$1.6M (-$371.0K)
Filed 2026-11-04
Elevatus Welath Management
INCREASED
Shares10,568 from 2,326
Change+8,242 (+354%)
Value$1.6M (+$1.0M)
Filed 2026-10-19
Natixis
NEW
Shares10,552
Change+10,552
Value$1.6M
Filed 2026-11-06
Sterling Investment Advisors, Ltd.
DECREASED
Shares10,525 from 11,185
Change-660 (-6%)
Value$1.6M (-$1.2M)
Filed 2026-10-27
Valeo Financial Advisors, LLC
DECREASED
Shares10,452 from 10,687
Change-235 (-2%)
Value$1.6M (-$1.1M)
Filed 2026-10-08
Walker Asset Management, LLC
INCREASED
Shares10,436 from 10,435
Change+1 (+0%)
Value$1.6M (-$1.1M)
Filed 2026-10-13
Lincoln Capital LLC
UNCHANGED
Shares10,420 from 10,420
Change0 (0%)
Value$1.6M (-$1.1M)
Filed 2026-10-09
Ballast, Inc.
UNCHANGED
Shares10,415 from 10,415
Change0 (0%)
Value$1.6M (-$1.1M)
Filed 2026-10-20
North Star Investment Management Corp.
DECREASED
Shares10,400 from 10,403
Change-3 (0%)
Value$1.6M (-$1.1M)
Filed 2026-10-27
Profund Advisors LLC
DECREASED
Shares10,317 from 11,334
Change-1,017 (-9%)
Value$1.6M (-$1.3M)
Filed 2026-10-29
Nemes Rush Group LLC
INCREASED
Shares10,291 from 10,088
Change+203 (+2%)
Value$1.6M (-$994.4K)
Filed 2026-11-04
Regions Financial Corp
INCREASED
Shares10,218 from 9,850
Change+368 (+4%)
Value$1.6M (-$944.9K)
Filed 2026-11-05
Everett Harris & Co
UNCHANGED
Shares10,192 from 10,192
Change0 (0%)
Value$1.6M (-$1.0M)
Filed 2026-10-28
Lederer & Associates Investment Counsel
UNCHANGED
Shares10,058 from 10,058
Change0 (0%)
Value$1.5M (-$1.0M)
Filed 2026-10-23
Compound Planning, Inc.
DECREASED
Shares10,046 from 10,790
Change-744 (-7%)
Value$1.5M (-$1.2M)
Filed 2026-11-05
Kavar Capital Partners Group, LLC
INCREASED
Shares10,000 from 9,798
Change+202 (+2%)
Value$1.5M (-$965.3K)
Filed 2026-11-06
Corrado Advisors, LLC
DECREASED
Shares9,932 from 14,221
Change-4,289 (-30%)
Value$1.5M (-$2.1M)
Filed 2026-10-27
Institute for Wealth Management, Llc.
UNCHANGED
Shares9,859 from 9,859
Change0 (0%)
Value$1.5M (-$1.0M)
Filed 2026-11-06
Cottage Street Advisors LLC
INCREASED
Shares9,807 from 9,240
Change+567 (+6%)
Value$1.5M (-$817.4K)
Filed 2026-10-19
J. Safra Sarasin Holding AG
INCREASED
Shares9,793 from 5,199
Change+4,594 (+88%)
Value$1.5M (+$420.3K)
Filed 2026-10-26
Howland Capital Management LLC
DECREASED
Shares9,767 from 11,495
Change-1,728 (-15%)
Value$1.5M (-$1.4M)
Filed 2026-10-22
Daymark Wealth Partners, LLC
INCREASED
Shares9,677 from 9,051
Change+626 (+7%)
Value$1.5M (-$823.9K)
Filed 2026-11-04
Parsons Capital Management Inc
INCREASED
Shares9,664 from 9,468
Change+196 (+2%)
Value$1.5M (-$932.5K)
Filed 2026-10-28
Finivi Inc.
INCREASED
Shares9,657 from 9,422
Change+235 (+2%)
Value$1.5M (-$921.8K)
Filed 2026-10-13
Guardian Partners Inc.
INCREASED
Shares9,643 from 7,290
Change+2,353 (+32%)
Value$1.5M (-$379.4K)
Filed 2026-10-21
Clearstead Trust, LLC
INCREASED
Shares9,623 from 9,592
Change+31 (+0%)
Value$1.5M (-$970.4K)
Filed 2026-11-06
ZWJ Investment Counsel Inc
INCREASED
Shares9,515 from 9,045
Change+470 (+5%)
Value$1.5M (-$847.3K)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares9,370 from 9,226
Change+144 (+2%)
Value$1.4M (-$915.8K)
Filed 2026-11-03
Salvus Wealth Management, LLC
INCREASED
Shares9,302 from 9,270
Change+32 (+0%)
Value$1.4M (-$937.6K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED
Shares9,290 from 9,378
Change-88 (-1%)
Value$1.4M (-$967.0K)
Filed 2026-10-22
Wedgewood Investors Inc
UNCHANGED
Shares9,250 from 9,250
Change0 (0%)
Value$1.4M (-$940.4K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
INCREASED
Shares9,216 from 9,055
Change+161 (+2%)
Value$1.4M (-$895.8K)
Filed 2026-10-26
Jacobi Capital Management LLC
INCREASED
Shares9,168 from 8,792
Change+376 (+4%)
Value$1.4M (-$836.1K)
Filed 2026-11-05
Occidental Asset Management, LLC
DECREASED
Shares9,161 from 13,990
Change-4,829 (-35%)
Value$1.4M (-$2.2M)
Filed 2026-11-05
Spirit of America Management Corp
INCREASED
Shares9,150 from 8,500
Change+650 (+8%)
Value$1.4M (-$764.3K)
Filed 2026-10-14
3Chopt Investment Partners, LLC
INCREASED
Shares9,144 from 7,722
Change+1,422 (+18%)
Value$1.4M (-$566.5K)
Filed 2026-10-30
First Citizens Financial Corp
UNCHANGED
Shares9,142 from 9,142
Change0 (0%)
Value$1.4M (-$929.5K)
Filed 2026-10-02
Cooper Financial Group
DECREASED
Shares9,117 from 9,486
Change-369 (-4%)
Value$1.4M (-$1.0M)
Filed 2026-10-07
Providence First Trust Co
DECREASED
Shares9,012 from 10,087
Change-1,075 (-11%)
Value$1.4M (-$1.2M)
Filed 2026-11-02
Balefire, LLC
DECREASED
Shares8,923 from 9,838
Change-915 (-9%)
Value$1.4M (-$1.1M)
Filed 2026-10-09
Larson Financial Group LLC
INCREASED
Shares8,883 from 8,233
Change+650 (+8%)
Value$1.4M (-$737.1K)
Filed 2026-11-05
Bank of New Hampshire
DECREASED
Shares8,848 from 10,138
Change-1,290 (-13%)
Value$1.4M (-$1.2M)
Filed 2026-10-06
Catalyst Financial Partners LLC
INCREASED
Shares8,774 from 8,681
Change+93 (+1%)
Value$1.3M (-$868.3K)
Filed 2026-11-06
American National Bank & Trust
DECREASED
Shares8,714 from 9,055
Change-341 (-4%)
Value$1.3M (-$973.0K)
Filed 2026-10-07
Trust Asset Management LLC
UNCHANGED
Shares8,648 from 8,648
Change0 (0%)
Value$1.3M (-$879.2K)
Filed 2026-11-03
Perpetual Ltd
DECREASED
Shares8,560 from 8,840
Change-280 (-3%)
Value$1.3M (-$941.8K)
Filed 2026-10-13
First Business Financial Services, Inc.
UNCHANGED
Shares8,538 from 8,538
Change0 (0%)
Value$1.3M (-$868.1K)
Filed 2026-10-29
71 West Capital Partners
INCREASED
Shares8,532 from 7,816
Change+716 (+9%)
Value$1.3M (-$684.6K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
DECREASED
Shares8,468 from 9,146
Change-678 (-7%)
Value$1.3M (-$1.0M)
Filed 2026-10-29
LVW Advisors, LLC
DECREASED
Shares8,417 from 8,872
Change-455 (-5%)
Value$1.3M (-$972.0K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares8,403 from 7,916
Change+487 (+6%)
Value$1.3M (-$729.8K)
Filed 2026-10-27
RFG Holdings, Inc.
INCREASED
Shares8,383 from 1,585
Change+6,798 (+429%)
Value$1.3M (+$884.1K)
Filed 2026-10-30
Quantum Private Wealth, LLC
UNCHANGED
Shares8,280 from 8,280
Change0 (0%)
Value$1.3M (-$841.8K)
Filed 2026-10-20
Clear Wave Wealth Management LLC
NEW
Shares8,251
Change+8,251
Value$1.3M
Filed 2026-11-04
NTV Asset Management LLC
INCREASED
Shares8,220 from 7,412
Change+808 (+11%)
Value$1.3M (-$629.3K)
Filed 2026-10-23
Sowell Financial Services LLC
DECREASED
Shares8,186 from 9,075
Change-889 (-10%)
Value$1.3M (-$1.1M)
Filed 2026-10-23
Chesley Taft & Associates LLC
DECREASED
Shares8,183 from 9,597
Change-1,414 (-15%)
Value$1.3M (-$1.2M)
Filed 2026-10-13
Brian LOW Financial Group, LLC
NEW
Shares8,180
Change+8,180
Value$1.3M
Filed 2026-10-28
Global Financial Private Client, LLC
INCREASED
Shares8,153 from 6,942
Change+1,211 (+17%)
Value$1.3M (-$519.6K)
Filed 2026-10-15
Simplex Trading, LLC
DECREASED
Shares8,149 from 90,456
Change-82,307 (-91%)
Value$1.3M (-$21.9M)
Filed 2026-11-04
Mcdonald Partners LLC
DECREASED
Shares8,109 from 8,209
Change-100 (-1%)
Value$1.2M (-$850.0K)
Filed 2026-11-03
Curbstone Financial Management Corp
DECREASED
Shares8,076 from 9,126
Change-1,050 (-12%)
Value$1.2M (-$1.1M)
Filed 2026-10-21
Clear Harbor Asset Management, LLC
DECREASED
Shares8,058 from 8,270
Change-212 (-3%)
Value$1.2M (-$873.4K)
Filed 2026-11-05
Post Resch Tallon Group Inc.
DECREASED
Shares8,025 from 8,943
Change-918 (-10%)
Value$1.2M (-$1.1M)
Filed 2026-10-09
Connecticut Wealth Management, LLC
INCREASED
Shares8,024 from 7,859
Change+165 (+2%)
Value$1.2M (-$773.6K)
Filed 2026-10-13
Gables Capital Management Inc.
INCREASED
Shares8,021 from 6,431
Change+1,590 (+25%)
Value$1.2M (-$409.4K)
Filed 2026-11-04
Klingman & Associates, LLC
DECREASED
Shares8,021 from 8,068
Change-47 (-1%)
Value$1.2M (-$827.5K)
Filed 2026-10-20
Wolff Wiese Magana LLC
INCREASED
Shares7,968 from 7,950
Change+18 (+0%)
Value$1.2M (-$805.5K)
Filed 2026-10-15
Eastern Bank
INCREASED
Shares7,958 from 7,860
Change+98 (+1%)
Value$1.2M (-$784.1K)
Filed 2026-10-05
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares7,944 from 5,961
Change+1,983 (+33%)
Value$1.2M (-$301.0K)
Filed 2026-10-16
Jones Kertz & Associates, Inc.
DECREASED
Shares7,890 from 8,055
Change-165 (-2%)
Value$1.2M (-$844.3K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares7,885
Change+7,885
Value$1.2M
Filed 2026-11-03
Cornerstone Advisory, LLC
DECREASED
Shares7,796 from 9,241
Change-1,445 (-16%)
Value$1.2M (-$1.2M)
Filed 2026-11-06
First National Trust Co
INCREASED
Shares7,768 from 7,660
Change+108 (+1%)
Value$1.2M (-$762.2K)
Filed 2026-10-28
Partners Wealth Management, LLC
INCREASED
Shares7,753 from 4,029
Change+3,724 (+92%)
Value$1.2M (+$163.2K)
Filed 2026-10-28
Kieckhefer Group LLC
DECREASED
Shares7,730 from 9,200
Change-1,470 (-16%)
Value$1.2M (-$1.2M)
Filed 2026-10-13
Cooper S Advisors, LLC
DECREASED
Shares7,690 from 8,210
Change-520 (-6%)
Value$1.2M (-$914.7K)
Filed 2026-11-03
Capital Investment Advisors, LLC
INCREASED
Shares7,682 from 7,604
Change+78 (+1%)
Value$1.2M (-$761.2K)
Filed 2026-10-22
Valmark Advisers, Inc.
DECREASED
Shares7,654 from 7,695
Change-41 (-1%)
Value$1.2M (-$788.6K)
Filed 2026-11-06
Townsend Asset Management Corp
DECREASED
Shares7,653 from 7,763
Change-110 (-1%)
Value$1.2M (-$806.2K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
INCREASED
Shares7,630 from 7,498
Change+132 (+2%)
Value$1.2M (-$742.0K)
Filed 2026-10-29
Thompson Siegel & Walmsley LLC
INCREASED
Shares7,589 from 4,789
Change+2,800 (+58%)
Value$1.2M (-$56.0K)
Filed 2026-11-05
Lighthouse Financial Services Inc
DECREASED
Shares7,572 from 7,906
Change-334 (-4%)
Value$1.2M (-$580.0K)
Filed 2026-11-02
Silverlake Wealth Management LLC
INCREASED
Shares7,572 from 7,329
Change+243 (+3%)
Value$1.2M (-$707.9K)
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares7,545 from 6,599
Change+946 (+14%)
Value$1.1M (-$139.5K)
Filed 2026-10-20
Trinity Financial Advisors LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$1.2M (-$762.5K)
Filed 2026-10-09
Independent Solutions Wealth Management, LLC
INCREASED
Shares7,473 from 7,273
Change+200 (+3%)
Value$1.1M (-$708.7K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares7,425 from 7,250
Change+175 (+2%)
Value$1.1M (-$710.2K)
Filed 2026-10-07
Associated Banc-Corp
UNCHANGED
Shares7,405 from 7,405
Change0 (0%)
Value$1.1M (-$752.9K)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
DECREASED
Shares7,397 from 8,633
Change-1,236 (-14%)
Value$1.1M (-$1.1M)
Filed 2026-10-23
Cigna Investments Inc
DECREASED
Shares7,397 from 7,515
Change-118 (-2%)
Value$1.1M (-$781.0K)
Filed 2026-10-19
HBK Sorce Advisory LLC
DECREASED
Shares7,393 from 7,415
Change-22 (0%)
Value$764.7K (-$397.2K)
Filed 2026-11-06
Core Wealth Partners LLC
INCREASED
Shares7,308 from 7,303
Change+5 (+0%)
Value$1.1M (-$741.6K)
Filed 2026-11-02
Autumn Glory Partners, LLC
INCREASED
Shares7,294 from 2,825
Change+4,469 (+158%)
Value$1.1M (+$400.0K)
Filed 2026-10-26
Busey Bank
DECREASED
Shares7,293 from 7,632
Change-339 (-4%)
Value$1.1M (-$828.1K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares7,283 from 7,657
Change-374 (-5%)
Value$1.1M (-$835.9K)
Filed 2026-10-22
Center For Asset Management LLC
INCREASED
Shares7,277 from 6,967
Change+310 (+4%)
Value$1.1M (-$660.7K)
Filed 2026-10-16
Claro Advisors Inc.
DECREASED
Shares7,185 from 7,314
Change-129 (-2%)
Value$1.1M (-$763.5K)
Filed 2026-11-02
Angeles Wealth Management, LLC
INCREASED
Shares7,176 from 6,720
Change+456 (+7%)
Value$1.1M (-$613.1K)
Filed 2026-10-26
Opinicus Capital, Inc.
DECREASED
Shares7,111 from 7,285
Change-174 (-2%)
Value$1.1M (-$767.4K)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares7,070 from 8,377
Change-1,307 (-16%)
Value$1.1M (-$1.1M)
Filed 2026-11-05
Canton Hathaway, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.1M (-$711.7K)
Filed 2026-10-23
Harold Davidson & Associates Inc.
DECREASED
Shares6,992 from 8,781
Change-1,789 (-20%)
Value$1.1M (-$1.2M)
Filed 2026-10-29
Harbor Investment Advisory, LLC
DECREASED
Shares6,988 from 7,674
Change-686 (-9%)
Value$1.1M (-$885.7K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares6,973 from 5,909
Change+1,064 (+18%)
Value$1.1M (-$437.2K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares6,959 from 6,251
Change+708 (+11%)
Value$1.1M (-$526.6K)
Filed 2026-11-04
Impact Capital Partners LLC
INCREASED
Shares6,958 from 2,350
Change+4,608 (+196%)
Value$1.1M (+$469.7K)
Filed 2026-10-22
Secure Asset Management, LLC
INCREASED
Shares6,943 from 6,939
Change+4 (+0%)
Value$1.1M (-$704.8K)
Filed 2026-10-19
Personal CFO Solutions, LLC
DECREASED
Shares6,866 from 7,719
Change-853 (-11%)
Value$1.1M (-$915.8K)
Filed 2026-11-06
J.Safra Asset Management Corp
INCREASED
Shares6,849 from 6,295
Change+554 (+9%)
Value$1.1M (-$555.0K)
Filed 2026-11-03
Genus Capital Management Inc.
DECREASED
Shares6,845 from 58,153
Change-51,308 (-88%)
Value$1.1M (-$13.8M)
Filed 2026-11-04
First Nebraska Trust Co
UNCHANGED
Shares6,812 from 6,812
Change0 (0%)
Value$1.0M (-$692.6K)
Filed 2026-10-30
Kesler, Norman & Wride, LLC
DECREASED
Shares6,803 from 7,260
Change-457 (-6%)
Value$1.0M (-$808.4K)
Filed 2026-11-06
Dutch Asset Corp
DECREASED
Shares6,768 from 8,463
Change-1,695 (-20%)
Value$1.0M (-$1.1M)
Filed 2026-10-20
Smith Salley Wealth Management
INCREASED
Shares6,768 from 5,307
Change+1,461 (+28%)
Value$1.0M (-$315.0K)
Filed 2026-11-03
Moody National Bank Trust Division
DECREASED
Shares6,745 from 6,759
Change-14 (0%)
Value$1.0M (-$689.3K)
Filed 2026-10-06
Silverberg Bernstein Capital Management LLC
UNCHANGED
Shares6,730 from 6,730
Change0 (0%)
Value$1.0M (-$684.2K)
Filed 2026-10-13
GF Fund Management Co. Ltd.
NEW
Shares6,714
Change+6,714
Value$1.0M
Filed 2026-10-26
Peachtree Investment Partners, LLC
DECREASED
Shares6,676 from 9,784
Change-3,108 (-32%)
Value$1.0M (-$1.5M)
Filed 2026-11-05
Cascade Investment Group, Inc.
DECREASED
Shares6,645 from 6,972
Change-327 (-5%)
Value$1.0M (-$759.1K)
Filed 2026-10-13
Montag A & Associates Inc
INCREASED
Shares6,591 from 6,225
Change+366 (+6%)
Value$1.0M (-$576.6K)
Filed 2026-10-29
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares6,574 from 7,426
Change-852 (-11%)
Value$1.0M (-$886.1K)
Filed 2026-10-20
Sitrin Capital Management LLC
UNCHANGED
Shares6,530 from 6,530
Change0 (0%)
Value$1.0M (-$663.8K)
Filed 2026-10-19
Bangor Savings Bank
DECREASED
Shares6,519 from 6,551
Change-32 (0%)
Value$1.0M (-$671.0K)
Filed 2026-10-06
Partnership Wealth Management, LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$999.4K (-$660.9K)
Filed 2026-10-05
UMB Bank, n.a.
DECREASED
Shares6,406 from 6,804
Change-398 (-6%)
Value$985.0K (-$753.0K)
Filed 2026-11-06
Pilgrim Partners Asia Pte Ltd
INCREASED
Shares6,400 from 2,600
Change+3,800 (+146%)
Value$984.1K (+$319.9K)
Filed 2026-10-29
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$984.1K (-$650.7K)
Filed 2026-10-13
First Merchants Corp
DECREASED
Shares6,320 from 6,469
Change-149 (-2%)
Value$971.8K (-$680.6K)
Filed 2026-10-15
Thompson Davis & Co., Inc.
DECREASED
Shares6,300 from 8,020
Change-1,720 (-21%)
Value$968.7K (-$1.1M)
Filed 2026-11-05
WBH Advisory Inc
INCREASED
Shares6,298 from 5,609
Change+689 (+12%)
Value$968.4K (-$464.3K)
Filed 2026-11-05
Fairvoy Private Wealth, LLC
DECREASED
Shares6,195 from 9,425
Change-3,230 (-34%)
Value$952.5K (-$1.5M)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares6,157 from 2,880
Change+3,277 (+114%)
Value$946.7K (+$211.1K)
Filed 2026-11-02
Highland Capital Management, LLC
DECREASED
Shares6,140 from 77,383
Change-71,243 (-92%)
Value$944.1K (-$18.8M)
Filed 2026-10-26
Premier Path Wealth Partners, LLC
DECREASED
Shares6,130 from 6,680
Change-550 (-8%)
Value$942.6K (-$763.8K)
Filed 2026-10-16
Wealth Effects LLC
INCREASED
Shares6,125 from 4,797
Change+1,328 (+28%)
Value$941.8K (-$283.5K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares6,112 from 6,318
Change-206 (-3%)
Value$939.8K (-$674.0K)
Filed 2026-11-04
Thompson Investment Management, Inc.
DECREASED
Shares6,097 from 6,147
Change-50 (-1%)
Value$937.5K (-$632.7K)
Filed 2026-10-14
Princeton Global Asset Management LLC
INCREASED
Shares6,073 from 6,071
Change+2 (+0%)
Value$933.7K (-$617.1K)
Filed 2026-10-21
Nautilus Advisors LLC
INCREASED
Shares6,070 from 5,815
Change+255 (+4%)
Value$933.3K (-$176.7K)
Filed 2026-10-07
Syntax Research, Inc.
NEW
Shares6,062
Change+6,062
Value$932.1K
Filed 2026-11-04
Simon Quick Advisors, LLC
INCREASED
Shares6,025 from 3,686
Change+2,339 (+63%)
Value$926.4K (-$15.0K)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares6,012 from 6,084
Change-72 (-1%)
Value$924.4K (-$629.6K)
Filed 2026-10-21
Kathmere Capital Management, LLC
INCREASED
Shares5,986 from 5,851
Change+135 (+2%)
Value$920.4K (-$574.1K)
Filed 2026-10-20
Rede Wealth, LLC
INCREASED
Shares5,981 from 5,946
Change+35 (+1%)
Value$919.6K (-$599.1K)
Filed 2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED
Shares5,950 from 5,632
Change+318 (+6%)
Value$914.9K (-$523.7K)
Filed 2026-10-20
Natural Investments, LLC
INCREASED
Shares5,917 from 5,575
Change+342 (+6%)
Value$909.8K (-$514.2K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares5,909 from 5,763
Change+146 (+3%)
Value$908.6K (-$563.5K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
DECREASED
Shares5,898 from 6,623
Change-725 (-11%)
Value$906.8K (-$785.0K)
Filed 2026-11-04
OmniStar Financial Group, Inc.
DECREASED
Shares5,897 from 11,711
Change-5,814 (-50%)
Value$906.8K (-$2.1M)
Filed 2026-10-26
Victory Financial Group, LLC
INCREASED
Shares5,893 from 5,357
Change+536 (+10%)
Value$906.1K (-$462.2K)
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares5,836 from 2,358
Change+3,478 (+148%)
Value$897.3K (+$295.1K)
Filed 2026-10-14
Sterling Investment Counsel, LLC
INCREASED
Shares5,796 from 5,795
Change+1 (+0%)
Value$891.2K (-$589.1K)
Filed 2026-10-19
PVG Asset Management Corp
DECREASED
Shares5,750 from 6,679
Change-929 (-14%)
Value$884.1K (-$821.9K)
Filed 2026-10-19
bLong Financial, LLC
INCREASED
Shares5,750 from 5,650
Change+100 (+2%)
Value$884.1K (-$559.1K)
Filed 2026-10-29
Fortune 45 LLC
INCREASED
Shares5,714 from 4,926
Change+788 (+16%)
Value$878.7K (-$380.1K)
Filed 2026-10-14
1900 Wealth Management LLC
DECREASED
Shares5,704 from 5,830
Change-126 (-2%)
Value$877.0K (-$612.1K)
Filed 2026-10-13
Canopy Partners, LLC
INCREASED
Shares5,682 from 1,868
Change+3,814 (+204%)
Value$873.7K (+$396.5K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
DECREASED
Shares5,678 from 6,903
Change-1,225 (-18%)
Value$873.1K (-$890.2K)
Filed 2026-10-21
Bison Wealth, LLC
DECREASED
Shares5,669 from 6,492
Change-823 (-13%)
Value$835.0K (-$429.6K)
Filed 2026-10-13
Alta Advisers Ltd
INCREASED
Shares5,668 from 3,144
Change+2,524 (+80%)
Value$871.5K (+$68.4K)
Filed 2026-11-02
Avestar Capital, LLC
DECREASED
Shares5,656 from 5,847
Change-191 (-3%)
Value$869.7K (-$623.7K)
Filed 2026-10-28
ARS Wealth Advisors Group, LLC
INCREASED
Shares5,641 from 5,225
Change+416 (+8%)
Value$867.3K (-$467.3K)
Filed 2026-10-16
Fortress Financial Solutions, LLC
NEW
Shares5,640
Change+5,640
Value$867.3K
Filed 2026-10-14
ARS Investment Partners, LLC
UNCHANGED
Shares5,640 from 5,640
Change0 (0%)
Value$867.2K (-$573.4K)
Filed 2026-11-05
Appleton Partners Inc
DECREASED
Shares5,628 from 23,739
Change-18,111 (-76%)
Value$865.0K (-$5.2M)
Filed 2026-10-30
Drum Hill Capital, LLC
INCREASED
Shares5,623 from 3,667
Change+1,956 (+53%)
Value$864.6K (-$72.1K)
Filed 2026-10-20
Guerra PAN Advisors, LLC
UNCHANGED
Shares5,614 from 5,614
Change0 (0%)
Value$745.2K (-$688.8K)
Filed 2026-10-26
Sapient Capital LLC
INCREASED
Shares5,543 from 5,121
Change+422 (+8%)
Value$852.3K (-$455.8K)
Filed 2026-10-08
Howard Capital Management, LLC
DECREASED
Shares5,536 from 5,596
Change-60 (-1%)
Value$851.2K (-$578.2K)
Filed 2026-10-16
High Net Worth Advisory Group LLC
INCREASED
Shares5,487 from 5,475
Change+12 (+0%)
Value$843.7K (-$554.8K)
Filed 2026-10-26
Beacon Bank & Trust
DECREASED
Shares5,477 from 5,863
Change-386 (-7%)
Value$842.1K (-$655.4K)
Filed 2026-10-27
Integral Investment Advisors, Inc.
DECREASED
Shares5,428 from 5,578
Change-150 (-3%)
Value$834.6K (-$590.2K)
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares5,420 from 6,080
Change-660 (-11%)
Value$833.4K (-$719.6K)
Filed 2026-10-01
Key FInancial Inc
DECREASED
Shares5,416 from 5,653
Change-237 (-4%)
Value$832.8K (-$611.2K)
Filed 2026-11-02
Great Lakes Advisors, LLC
DECREASED
Shares5,406 from 6,094
Change-688 (-11%)
Value$831.2K (-$725.4K)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED
Shares5,357 from 5,707
Change-350 (-6%)
Value$823.6K (-$634.2K)
Filed 2026-10-29
Sierra Summit Advisors LLC
INCREASED
Shares5,302 from 2,802
Change+2,500 (+89%)
Value$815.2K (+$99.5K)
Filed 2026-10-28
Rossmore Private Capital
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$814.9K (-$538.9K)
Filed 2026-10-27
Harbor Capital Advisors, Inc.
NEW
Shares5,295
Change+5,295
Value$814.0K
Filed 2026-10-22
Greenwood Gearhart LLC
INCREASED
Shares5,263 from 5,091
Change+172 (+3%)
Value$809.2K (-$491.2K)
Filed 2026-11-02
Directional Asset Management
INCREASED
Shares5,259 from 5,186
Change+73 (+1%)
Value$808.7K (-$516.1K)
Filed 2026-10-22
Welch Group, LLC
INCREASED
Shares5,243 from 5,051
Change+192 (+4%)
Value$806.2K (-$484.0K)
Filed 2026-10-29
Academy Capital Management
UNCHANGED
Shares5,215 from 5,215
Change0 (0%)
Value$801.9K (-$530.2K)
Filed 2026-11-05
Triad Wealth Partners, LLC
DECREASED
Shares5,208 from 5,540
Change-332 (-6%)
Value$800.8K (-$11.5K)
Filed 2026-10-26
Peoples Bank
DECREASED
Shares5,199 from 5,604
Change-405 (-7%)
Value$799.4K (-$632.0K)
Filed 2026-10-26
Redhawk Wealth Advisors, Inc.
DECREASED
Shares5,152 from 14,058
Change-8,906 (-63%)
Value$792.2K (-$2.8M)
Filed 2026-10-14
Accredited Investors Inc.
INCREASED
Shares5,147 from 3,635
Change+1,512 (+42%)
Value$791.5K (-$137.0K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares5,115 from 3,691
Change+1,424 (+39%)
Value$786.5K (-$156.3K)
Filed 2026-10-15
V-Square Quantitative Management LLC
INCREASED
Shares5,111 from 3,932
Change+1,179 (+30%)
Value$785.9K (-$218.5K)
Filed 2026-10-15
Veracity Capital LLC
DECREASED
Shares5,103 from 7,705
Change-2,602 (-34%)
Value$784.6K (-$1.2M)
Filed 2026-10-08
Advisory Resource Group
INCREASED
Shares5,081 from 5,066
Change+15 (+0%)
Value$781.3K (-$512.8K)
Filed 2026-10-26
Turn8 Private Wealth Inc.
NEW
Shares5,075
Change+5,075
Value$780.3K
Filed 2026-11-05
O'Brien Greene & Co. Inc
DECREASED
Shares5,055 from 5,401
Change-346 (-6%)
Value$777.3K (-$602.3K)
Filed 2026-11-05
Greenspring Advisors, LLC
DECREASED
Shares5,018 from 6,257
Change-1,239 (-20%)
Value$771.6K (-$826.7K)
Filed 2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares5,014 from 5,023
Change-9 (0%)
Value$771.0K (-$512.1K)
Filed 2026-11-02
Lantz Financial LLC
DECREASED
Shares5,005 from 5,023
Change-18 (0%)
Value$769.6K (-$513.5K)
Filed 2026-10-15
Successful Portfolios LLC
DECREASED
Shares5,005 from 5,009
Change-4 (0%)
Value$805.1K (-$156.3K)
Filed 2026-10-09
Summit Place Financial Advisors, LLC
NEW
Shares5,000
Change+5,000
Value$768.8K
Filed 2026-10-23
Mariner Investment Group LLC
DECREASED
Shares5,000 from 14,000
Change-9,000 (-64%)
Value$768.8K (-$2.8M)
Filed 2026-11-04
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares5,000 from 5,270
Change-270 (-5%)
Value$768.8K (-$577.3K)
Filed 2026-10-14
Tobam
DECREASED
Shares4,996 from 7,127
Change-2,131 (-30%)
Value$768.0K (-$1.1M)
Filed 2026-11-03
Rakuten Securities, Inc.
INCREASED
Shares4,978 from 4,803
Change+175 (+4%)
Value$765.4K (-$461.4K)
Filed 2026-11-02
Aviance Capital Partners, LLC
DECREASED
Shares4,975 from 5,489
Change-514 (-9%)
Value$765.0K (-$637.1K)
Filed 2026-10-29
NewSquare Capital LLC
INCREASED
Shares4,962 from 4,894
Change+68 (+1%)
Value$763.0K (-$487.1K)
Filed 2026-11-06
RKL Wealth Management LLC
DECREASED
Shares4,951 from 4,955
Change-4 (0%)
Value$761.3K (-$504.3K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares4,940
Change+4,940
Value$626
Filed 2026-11-03
PFC Capital Group, Inc.
INCREASED
Shares4,935 from 4,485
Change+450 (+10%)
Value$758.8K (-$386.2K)
Filed 2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED
Shares4,924 from 4,672
Change+252 (+5%)
Value$757.1K (-$436.2K)
Filed 2026-10-19
Powers Advisory Group, LLC
DECREASED
Shares4,905 from 5,437
Change-532 (-10%)
Value$754.2K (-$634.6K)
Filed 2026-10-14
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares4,903 from 5,801
Change-898 (-15%)
Value$753.9K (-$727.9K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares4,871 from 3,247
Change+1,624 (+50%)
Value$748.9K (-$80.5K)
Filed 2026-10-16
Fragasso Financial Advisors Inc
INCREASED
Shares4,848 from 2,738
Change+2,110 (+77%)
Value$759.7K (+$60.2K)
Filed 2026-10-13
Gryphon Financial Partners LLC
INCREASED
Shares4,843 from 4,365
Change+478 (+11%)
Value$744.6K (-$370.5K)
Filed 2026-11-04
Fulton Bank, N.A.
INCREASED
Shares4,824 from 4,597
Change+227 (+5%)
Value$741.7K (-$432.5K)
Filed 2026-10-14
Davis Investment Partners, LLC
INCREASED
Shares4,821 from 4,799
Change+22 (+0%)
Value$741.3K (-$484.5K)
Filed 2026-11-05
Diversified Enterprises, LLC
INCREASED
Shares4,789 from 4,601
Change+188 (+4%)
Value$736.3K (-$438.8K)
Filed 2026-10-19
Emergent Wealth Advisors, LLC
INCREASED
Shares4,785 from 4,783
Change+2 (+0%)
Value$735.8K (-$486.0K)
Filed 2026-10-09
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares4,781 from 4,849
Change-68 (-1%)
Value$735.1K (-$503.6K)
Filed 2026-10-09
Teza Capital Management LLC
INCREASED
Shares4,764 from 4,430
Change+334 (+8%)
Value$732.5K (-$399.0K)
Filed 2026-10-23
Capstone Wealth Management Group, Inc.
DECREASED
Shares4,762 from 4,833
Change-71 (-1%)
Value$732.2K (-$502.4K)
Filed 2026-10-19
LCM Capital Management Inc
DECREASED
Shares4,741 from 4,948
Change-207 (-4%)
Value$729.0K (-$534.9K)
Filed 2026-10-20
Genesee Capital Advisors, LLC
INCREASED
Shares4,733 from 4,291
Change+442 (+10%)
Value$727.7K (-$368.4K)
Filed 2026-10-20
Lincoln Capital Corp
DECREASED
Shares4,731 from 5,925
Change-1,194 (-20%)
Value$727.4K (-$786.1K)
Filed 2026-10-13
Everhart Financial Group, Inc.
INCREASED
Shares4,714 from 4,339
Change+375 (+9%)
Value$724.8K (-$383.5K)
Filed 2026-10-08
TBH Global Asset Management, LLC
NEW
Shares4,704
Change+4,704
Value$723.3K
Filed 2026-11-03
Avior Wealth Management, LLC
INCREASED
Shares4,689 from 4,580
Change+109 (+2%)
Value$721.0K (-$449.0K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares4,682 from 4,631
Change+51 (+1%)
Value$719.9K (-$463.0K)
Filed 2026-10-19
Burney Co/
NEW
Shares4,652
Change+4,652
Value$715.4K
Filed 2026-10-15
Fortitude Advisory Group L.L.C.
INCREASED
Shares4,643 from 4,218
Change+425 (+10%)
Value$714.0K (-$363.4K)
Filed 2026-10-15
Kelleher Financial Advisors
DECREASED
Shares4,622 from 9,144
Change-4,522 (-49%)
Value$710.7K (-$1.6M)
Filed 2026-10-30
Aljian Capital Management, LLC
INCREASED
Shares4,600 from 2,370
Change+2,230 (+94%)
Value$707.3K (+$102.0K)
Filed 2026-10-28
Roman Butler Fullerton & Co
DECREASED
Shares4,588 from 4,632
Change-44 (-1%)
Value$609.1K (-$239.1K)
Filed 2026-10-27
Vista Investment Partners LLC
INCREASED
Shares4,571 from 3,776
Change+795 (+21%)
Value$702.8K (-$261.7K)
Filed 2026-10-08
Almanack Investment Partners, Llc.
INCREASED
Shares4,558 from 4,097
Change+461 (+11%)
Value$700.8K (-$345.7K)
Filed 2026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED
Shares4,558 from 4,558
Change0 (0%)
Value$700.8K (-$463.4K)
Filed 2026-10-20
TrustBank
UNCHANGED
Shares4,551 from 4,551
Change0 (0%)
Value$699.8K (-$462.7K)
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares4,543 from 4,310
Change+233 (+5%)
Value$741.6K (-$57.4K)
Filed 2026-10-08
Perryman Financial Advisory Inc
INCREASED
Shares4,516 from 2,906
Change+1,610 (+55%)
Value$694.4K (-$47.9K)
Filed 2026-10-16
Allegheny Financial Group
INCREASED
Shares4,484 from 4,376
Change+108 (+2%)
Value$689.5K (-$428.3K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
INCREASED
Shares4,482 from 4,045
Change+437 (+11%)
Value$689.2K (-$344.0K)
Filed 2026-10-14
Coquina Private Wealth LLC
INCREASED
Shares4,479 from 4,272
Change+207 (+5%)
Value$688.7K (-$402.4K)
Filed 2026-10-27
Sheets Smith Wealth Management
UNCHANGED
Shares4,475 from 4,475
Change0 (0%)
Value$688.1K (-$454.9K)
Filed 2026-10-16
Taylor Financial Group, Inc.
DECREASED
Shares4,460 from 4,567
Change-107 (-2%)
Value$685.8K (-$480.8K)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares4,452 from 4,411
Change+41 (+1%)
Value$684.5K (-$442.2K)
Filed 2026-10-02
Moneco Advisors, LLC
INCREASED
Shares4,451 from 4,257
Change+194 (+5%)
Value$684.4K (-$403.0K)
Filed 2026-11-05
apricus wealth, LLC
DECREASED
Shares4,432 from 4,892
Change-460 (-9%)
Value$681.5K (-$568.1K)
Filed 2026-10-26
West Paces Advisors Inc.
DECREASED
Shares4,412 from 4,887
Change-475 (-10%)
Value$678.4K (-$569.9K)
Filed 2026-10-13
Focused Wealth Management, Inc
INCREASED
Shares4,388 from 4,335
Change+53 (+1%)
Value$674.6K (-$432.7K)
Filed 2026-10-30
Clear Creek Financial Management, LLC
INCREASED
Shares4,363 from 3,481
Change+882 (+25%)
Value$670.9K (-$218.2K)
Filed 2026-10-28
Titleist Asset Management, LLC
INCREASED
Shares4,357 from 4,195
Change+162 (+4%)
Value$669.9K (-$401.7K)
Filed 2026-10-08
S-Bank Fund Management Ltd
INCREASED
Shares4,310 from 4,101
Change+209 (+5%)
Value$662.7K (-$384.8K)
Filed 2026-11-06
Armstrong Henry H Associates Inc
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$661.2K (-$437.2K)
Filed 2026-10-07
MBL Wealth, LLC
DECREASED
Shares4,299 from 5,053
Change-754 (-15%)
Value$661.0K (-$629.7K)
Filed 2026-10-22
Orange Investment Advisors, Inc.
UNCHANGED
Shares4,295 from 4,295
Change0 (0%)
Value$660.4K (-$436.7K)
Filed 2026-10-23
Dudley Capital Management, LLC
DECREASED
Shares4,276 from 4,676
Change-400 (-9%)
Value$657.5K (-$536.9K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,273 from 3,859
Change+414 (+11%)
Value$656.9K (-$324.9K)
Filed 2026-10-13
Grove Bank & Trust
INCREASED
Shares4,261 from 4,161
Change+100 (+2%)
Value$655.2K (-$407.7K)
Filed 2026-10-08
Inscription Capital, LLC
DECREASED
Shares4,254 from 5,035
Change-781 (-16%)
Value$654.1K (-$631.9K)
Filed 2026-11-02
Nikulski Financial, Inc.
DECREASED
Shares4,250 from 4,313
Change-63 (-1%)
Value$653.4K (-$448.2K)
Filed 2026-11-06
AdvisorNet Financial, Inc
DECREASED
Shares4,242 from 12,070
Change-7,828 (-65%)
Value$597.6K (-$2.5M)
Filed 2026-10-15
Journey Advisory Group, LLC
DECREASED
Shares4,230 from 4,454
Change-224 (-5%)
Value$650.4K (-$487.3K)
Filed 2026-11-04
Generali Investments, Management Co LLC
DECREASED
Shares4,217 from 5,182
Change-965 (-19%)
Value$648.4K (-$675.2K)
Filed 2026-10-19
Providence Wealth Advisors, LLC
UNCHANGED
Shares4,198 from 4,198
Change0 (0%)
Value$689.3K (-$170.4K)
Filed 2026-10-29
Accel Wealth Management
INCREASED
Shares4,184 from 2,837
Change+1,347 (+47%)
Value$643.4K (-$81.3K)
Filed 2026-10-13
Ibex Wealth Advisors
DECREASED
Shares4,180 from 30,831
Change-26,651 (-86%)
Value$642.7K (-$7.2M)
Filed 2026-11-06
Formuepleje A/S
DECREASED
Shares4,167 from 6,955
Change-2,788 (-40%)
Value$640.7K (-$1.1M)
Filed 2026-10-15
Plancorp, LLC
DECREASED
Shares4,156 from 5,468
Change-1,312 (-24%)
Value$512.5K (-$488.8K)
Filed 2026-11-03
KRS Capital Management, LLC
INCREASED
Shares4,151 from 4,079
Change+72 (+2%)
Value$638.3K (-$403.7K)
Filed 2026-10-16
Yankcom Partnership
DECREASED
Shares4,136 from 4,160
Change-24 (-1%)
Value$636.0K (-$426.6K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED
Shares4,133 from 3,866
Change+267 (+7%)
Value$422.2K (-$462.9K)
Filed 2026-11-04
Fiduciary Family Office, LLC
INCREASED
Shares4,132 from 4,029
Change+103 (+3%)
Value$635.3K (-$393.8K)
Filed 2026-11-04
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares4,125 from 4,125
Change0 (0%)
Value$634.3K (-$419.4K)
Filed 2026-10-07
Rockland Trust Co
INCREASED
Shares4,120 from 4,100
Change+20 (+0%)
Value$633.5K (-$413.8K)
Filed 2026-10-05
Golden Reserve Retirement LLC
NEW
Shares4,115
Change+4,115
Value$632.7K
Filed 2026-11-02
Intrua Financial, LLC
DECREASED
Shares4,098 from 4,234
Change-136 (-3%)
Value$630.1K (-$451.4K)
Filed 2026-10-28
Wakefield Asset Management Lllp
INCREASED
Shares4,095 from 3,506
Change+589 (+17%)
Value$629.6K (-$265.9K)
Filed 2026-11-05
First County Bank
INCREASED
Shares4,094 from 3,854
Change+240 (+6%)
Value$629.5K (-$354.9K)
Filed 2026-10-13
Beirne Wealth Consulting Services, LLC
INCREASED
Shares4,063 from 4,055
Change+8 (+0%)
Value$624.8K (-$411.2K)
Filed 2026-10-19
Advisor OS, LLC
INCREASED
Shares4,006 from 3,434
Change+572 (+17%)
Value$615.9K (-$261.2K)
Filed 2026-11-03
Compass Ion Advisors, LLC
INCREASED
Shares3,964 from 3,816
Change+148 (+4%)
Value$609.4K (-$365.4K)
Filed 2026-10-23
Twelve Points Wealth Management LLC
UNCHANGED
Shares3,951 from 3,951
Change0 (0%)
Value$487.2K (-$522.0K)
Filed 2026-11-03
TritonPoint Partners, LLC
DECREASED
Shares3,918 from 4,654
Change-736 (-16%)
Value$602.4K (-$586.3K)
Filed 2026-11-05
MCF Advisors LLC
INCREASED
Shares3,897 from 3,505
Change+392 (+11%)
Value$599.2K (-$296.1K)
Filed 2026-10-28
Adirondack Trust Co
UNCHANGED
Shares3,884 from 3,884
Change0 (0%)
Value$597.2K (-$394.9K)
Filed 2026-10-14
Bernardo Wealth Planning LLC
INCREASED
Shares3,864 from 1,867
Change+1,997 (+107%)
Value$594.1K (+$117.2K)
Filed 2026-10-23
Chapin Davis, Inc.
DECREASED
Shares3,832 from 3,926
Change-94 (-2%)
Value$589.2K (-$413.6K)
Filed 2026-10-09
TD Private Client Wealth LLC
INCREASED
Shares3,830 from 3,661
Change+169 (+5%)
Value$589.0K (-$346.3K)
Filed 2026-10-28
Lmcg Investments, LLC
UNCHANGED
Shares3,827 from 3,827
Change0 (0%)
Value$588.4K (-$389.1K)
Filed 2026-10-21
Plimoth Trust Co LLC
INCREASED
Shares3,815 from 2,625
Change+1,190 (+45%)
Value$586.6K (-$83.9K)
Filed 2026-10-26
Smithbridge Asset Management Inc
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$584.3K (-$386.3K)
Filed 2026-10-19
Abel Hall, LLC
DECREASED
Shares3,780 from 4,358
Change-578 (-13%)
Value$581.2K (-$532.0K)
Filed 2026-10-19
CFM Wealth Partners LLC
INCREASED
Shares3,776 from 3,010
Change+766 (+25%)
Value$580.6K (-$188.2K)
Filed 2026-11-05
Baker Tilly Wealth Management, LLC
INCREASED
Shares3,771 from 2,094
Change+1,677 (+80%)
Value$579.8K (+$44.9K)
Filed 2026-10-05
Souders Financial Advisors
INCREASED
Shares3,771 from 2,625
Change+1,146 (+44%)
Value$579.8K (-$90.6K)
Filed 2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares3,767 from 3,747
Change+20 (+1%)
Value$579.2K (-$377.9K)
Filed 2026-10-28
Confluence Wealth Services, Inc.
DECREASED
Shares3,766 from 3,903
Change-137 (-4%)
Value$579.0K (-$417.7K)
Filed 2026-11-05
SC&H Financial Advisors, Inc.
UNCHANGED
Shares3,760 from 3,760
Change0 (0%)
Value$578.2K (-$382.3K)
Filed 2026-10-14
Eukles Asset Management
INCREASED
Shares3,749 from 3,285
Change+464 (+14%)
Value$576.4K (-$262.6K)
Filed 2026-11-04
Brown Miller Wealth Management, LLC
INCREASED
Shares3,749 from 3,670
Change+79 (+2%)
Value$576.4K (-$361.2K)
Filed 2026-11-02
Midland Wealth Advisors, LLC
DECREASED
Shares3,747 from 3,763
Change-16 (0%)
Value$576.1K (-$385.0K)
Filed 2026-10-26
Gilman Hill Asset Management, LLC
UNCHANGED
Shares3,739 from 3,739
Change0 (0%)
Value$574.9K (-$380.1K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares3,738 from 3,840
Change-102 (-3%)
Value$574.8K (-$406.1K)
Filed 2026-10-22
Sharper & Granite LLC
DECREASED
Shares3,723 from 4,273
Change-550 (-13%)
Value$506.2K (-$585.2K)
Filed 2026-11-02
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares3,722 from 3,722
Change0 (0%)
Value$572.3K (-$378.4K)
Filed 2026-11-03
Strategic Advisors LLC
UNCHANGED
Shares3,712 from 3,712
Change0 (0%)
Value$570.7K (-$377.3K)
Filed 2026-10-13
Pittenger & Anderson Inc
INCREASED
Shares3,710 from 6
Change+3,704 (+61733%)
Value$570.5K (+$568.9K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares3,700
Change+3,700
Value$568.9K
Filed 2026-10-21
Northside Capital Management, LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$568.9K (-$376.2K)
Filed 2026-10-13
Vista Capital Partners, Inc.
INCREASED
Shares3,670 from 3,551
Change+119 (+3%)
Value$564.3K (-$342.6K)
Filed 2026-11-06
HBW Advisory Services LLC
DECREASED
Shares3,657 from 3,660
Change-3 (0%)
Value$562.2K (-$372.7K)
Filed 2026-10-15
Heck Capital Advisors, LLC
NEW
Shares3,648
Change+3,648
Value$560.9K
Filed 2026-10-14
Valley National Advisers Inc
INCREASED
Shares3,645 from 3,609
Change+36 (+1%)
Value$560.4K (-$361.5K)
Filed 2026-10-23
Facet Wealth, Inc.
INCREASED
Shares3,636 from 3,263
Change+373 (+11%)
Value$559.1K (-$274.4K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares3,627 from 3,422
Change+205 (+6%)
Value$557.7K (-$316.4K)
Filed 2026-10-15
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED
Shares3,615 from 3,615
Change0 (0%)
Value$555.8K (-$367.5K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares3,608 from 3,349
Change+259 (+8%)
Value$553.0K (-$302.5K)
Filed 2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares3,607 from 3,447
Change+160 (+5%)
Value$554.6K (-$325.8K)
Filed 2026-10-23
First Growth Capital LLC
DECREASED
Shares3,607 from 3,757
Change-150 (-4%)
Value$554.6K (-$405.0K)
Filed 2026-10-15
Partners in Financial Planning
UNCHANGED
Shares3,601 from 3,601
Change0 (0%)
Value$553.7K (-$366.1K)
Filed 2026-11-06
Conning Inc.
DECREASED
Shares3,599 from 187,820
Change-184,221 (-98%)
Value$553.4K (-$47.4M)
Filed 2026-10-27
Ridgepath Capital Management LLC
INCREASED
Shares3,572 from 3,568
Change+4 (+0%)
Value$549.3K (-$362.2K)
Filed 2026-10-29
Altus Wealth Group LLC
DECREASED
Shares3,553 from 3,667
Change-114 (-3%)
Value$546.3K (-$390.4K)
Filed 2026-10-20
Wealth Architects, LLC
INCREASED
Shares3,549 from 3,525
Change+24 (+1%)
Value$545.7K (-$354.7K)
Filed 2026-11-03
Procyon Advisors, LLC
DECREASED
Shares3,548 from 3,720
Change-172 (-5%)
Value$545.6K (-$404.7K)
Filed 2026-10-21
New Hampshire Trust
DECREASED
Shares3,525 from 3,740
Change-215 (-6%)
Value$542.0K (-$413.3K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,518 from 2,577
Change+941 (+37%)
Value$540.9K (-$117.3K)
Filed 2026-10-08
Forum Financial Management, LP
DECREASED
Shares3,518 from 3,560
Change-42 (-1%)
Value$540.9K (-$368.4K)
Filed 2026-10-16
Founders Financial Securities LLC
INCREASED
Shares3,483 from 2,815
Change+668 (+24%)
Value$535.6K (-$183.3K)
Filed 2026-10-28
Chicago Trust Co NA
DECREASED
Shares3,481 from 4,031
Change-550 (-14%)
Value$535.2K (-$494.4K)
Filed 2026-10-28
StoneRidge PMG Advisors, LLC
NEW
Shares3,476
Change+3,476
Value$534.0K
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
DECREASED
Shares3,467 from 4,715
Change-1,248 (-26%)
Value$533.1K (-$671.3K)
Filed 2026-10-30
Regent Peak Wealth Advisors LLC
DECREASED
Shares3,467 from 3,569
Change-102 (-3%)
Value$533.1K (-$378.5K)
Filed 2026-10-13
May Hill Capital, LLC
INCREASED
Shares3,456 from 3,449
Change+7 (+0%)
Value$531.3K (-$349.6K)
Filed 2026-11-03
Waterfront Wealth Inc.
UNCHANGED
Shares3,455 from 3,455
Change0 (0%)
Value$457.5K (-$202.0K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
INCREASED
Shares3,429 from 3,352
Change+77 (+2%)
Value$527.3K (-$328.9K)
Filed 2026-10-26
Montecito Bank & Trust
INCREASED
Shares3,425 from 2,910
Change+515 (+18%)
Value$526.6K (-$216.7K)
Filed 2026-10-01
First Horizon Corp
UNCHANGED
Shares3,413 from 3,413
Change0 (0%)
Value$524.8K (-$347.0K)
Filed 2026-10-26
Generali Asset Management SPA SGR
DECREASED
Shares3,412 from 4,565
Change-1,153 (-25%)
Value$524.6K (-$641.4K)
Filed 2026-10-26
Baker Ellis Asset Management LLC
DECREASED
Shares3,410 from 4,650
Change-1,240 (-27%)
Value$524.3K (-$663.4K)
Filed 2026-10-14
Albion Financial Group
INCREASED
Shares3,401 from 3,386
Change+15 (+0%)
Value$522.9K (-$342.0K)
Filed 2026-10-21
Wilkerson Advisory Group LLC
DECREASED
Shares3,389 from 3,439
Change-50 (-1%)
Value$521.2K (-$357.4K)
Filed 2026-10-20
Hendershot Investments Inc.
DECREASED
Shares3,372 from 3,401
Change-29 (-1%)
Value$518.5K (-$350.2K)
Filed 2026-11-05
Pathway Wealth Management LLC
UNCHANGED
Shares3,365 from 3,365
Change0 (0%)
Value$517.4K (-$342.1K)
Filed 2026-10-19
Parcion Private Wealth LLC
INCREASED
Shares3,329 from 3,324
Change+5 (+0%)
Value$511.9K (-$337.2K)
Filed 2026-10-28
LexAurum Advisors, LLC
DECREASED
Shares3,327 from 3,337
Change-10 (0%)
Value$511.6K (-$340.8K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
INCREASED
Shares3,327 from 3,326
Change+1 (+0%)
Value$511.6K (-$338.1K)
Filed 2026-10-23
GC Wealth Management RIA, LLC
INCREASED
Shares3,326 from 2,966
Change+360 (+12%)
Value$511.4K (-$246.2K)
Filed 2026-11-02
Vista Investment Partners II, LLC
DECREASED
Shares3,324 from 3,353
Change-29 (-1%)
Value$511.1K (-$345.5K)
Filed 2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
NEW
Shares3,300
Change+3,300
Value$507.4K
Filed 2026-10-21
Martin Capital Advisors, LLP
INCREASED
Shares3,290 from 3,030
Change+260 (+9%)
Value$505.9K (-$268.1K)
Filed 2026-10-15
Northland Securities, Inc.
UNCHANGED
Shares3,289 from 3,289
Change0 (0%)
Value$505.7K (-$334.4K)
Filed 2026-11-02
Poehling Capital Management, Inc.
DECREASED
Shares3,278 from 3,424
Change-146 (-4%)
Value$504.0K (-$370.6K)
Filed 2026-10-20
Moran Wealth Management, LLC
DECREASED
Shares3,273 from 3,310
Change-37 (-1%)
Value$503.3K (-$342.2K)
Filed 2026-10-22
Alpine Bank Wealth Management
INCREASED
Shares3,269 from 3,000
Change+269 (+9%)
Value$502.6K (-$263.6K)
Filed 2026-10-16
Fairscale Capital, LLC
INCREASED
Shares3,242 from 3,237
Change+5 (+0%)
Value$399.8K (-$427.1K)
Filed 2026-11-04
Cidel Asset Management Inc
DECREASED
Shares3,230 from 5,939
Change-2,709 (-46%)
Value$496.6K (-$1.0M)
Filed 2026-10-29
Kennebec Savings Bank
INCREASED
Shares3,217 from 3,183
Change+34 (+1%)
Value$494.6K (-$318.4K)
Filed 2026-10-22
Acima Private Wealth, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$492.0K (-$325.3K)
Filed 2026-10-05
Davis-Rea Ltd.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$492.0K (-$325.3K)
Filed 2026-10-13
Swiss RE LTD
INCREASED
Shares3,194 from 1,944
Change+1,250 (+64%)
Value$491.1K (-$5.4K)
Filed 2026-11-06
Lodestar Private Asset Management LLC
UNCHANGED
Shares3,194 from 3,194
Change0 (0%)
Value$491.1K (-$324.7K)
Filed 2026-10-26
Sentry LLC
DECREASED
Shares3,189 from 3,539
Change-350 (-10%)
Value$490.3K (-$413.6K)
Filed 2026-10-30
Retirement Planning Group, LLC
DECREASED
Shares3,182 from 3,482
Change-300 (-9%)
Value$489.3K (-$400.2K)
Filed 2026-10-19
Alchemi Wealth, LLC
DECREASED
Shares3,178 from 3,291
Change-113 (-3%)
Value$488.8K (-$352.1K)
Filed 2026-11-04
Embree Financial Group
INCREASED
Shares3,176 from 2,962
Change+214 (+7%)
Value$488.3K (-$268.2K)
Filed 2026-10-22
Hohimer Wealth Management, LLC
UNCHANGED
Shares3,165 from 3,165
Change0 (0%)
Value$486.7K (-$321.8K)
Filed 2026-11-04
Kercheville Advisors, LLC
DECREASED
Shares3,160 from 7,055
Change-3,895 (-55%)
Value$485.9K (-$1.3M)
Filed 2026-10-19
Ignite Planners, LLC
INCREASED
Shares3,158 from 2,943
Change+215 (+7%)
Value$491.8K (-$260.4K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
INCREASED
Shares3,151 from 2,963
Change+188 (+6%)
Value$484.5K (-$272.3K)
Filed 2026-11-03
Lake Hills Wealth Management, LLC
NEW
Shares3,143
Change+3,143
Value$483.3K
Filed 2026-10-07
Values Added Financial LLC
DECREASED
Shares3,136 from 3,282
Change-146 (-4%)
Value$482.2K (-$356.1K)
Filed 2026-10-28
Concord Wealth Partners
INCREASED
Shares3,123 from 2,815
Change+308 (+11%)
Value$480.2K (-$238.8K)
Filed 2026-11-02
Elevated Private Wealth, LLC
INCREASED
Shares3,118 from 3,110
Change+8 (+0%)
Value$479.4K (-$315.0K)
Filed 2026-10-15
Ifrah Financial Services, Inc.
DECREASED
Shares3,102 from 3,167
Change-65 (-2%)
Value$477.0K (-$332.0K)
Filed 2026-10-13
CRA Financial Services, LLC
DECREASED
Shares3,088 from 3,717
Change-629 (-17%)
Value$474.8K (-$474.6K)
Filed 2026-10-16
McAdam, LLC
INCREASED
Shares3,087 from 2,819
Change+268 (+10%)
Value$474.7K (-$245.4K)
Filed 2026-10-21
South Shore Capital Advisors
DECREASED
Shares3,080 from 3,425
Change-345 (-10%)
Value$473.6K (-$401.3K)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED
Shares3,075 from 3,013
Change+62 (+2%)
Value$472.8K (-$296.8K)
Filed 2026-10-15
Resonant Capital Advisors, LLC
INCREASED
Shares3,059 from 2,889
Change+170 (+6%)
Value$470.4K (-$267.6K)
Filed 2026-10-15
Trust Co of the South
INCREASED
Shares3,050 from 3,000
Change+50 (+2%)
Value$469.0K (-$297.3K)
Filed 2026-10-21
Tradewinds Capital Management, LLC
DECREASED
Shares3,050 from 3,076
Change-26 (-1%)
Value$469.0K (-$316.7K)
Filed 2026-10-23
Buckhead Capital Management LLC
INCREASED
Shares3,045 from 3,037
Change+8 (+0%)
Value$468.2K (-$307.5K)
Filed 2026-11-03
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares3,043 from 5,043
Change-2,000 (-40%)
Value$467.9K (-$819.5K)
Filed 2026-10-21
Essex Bank
INCREASED
Shares3,042 from 2,859
Change+183 (+6%)
Value$467.7K (-$262.5K)
Filed 2026-10-16
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares3,018 from 1,712
Change+1,306 (+76%)
Value$464.2K (+$26.8K)
Filed 2026-10-09
Sky Investment Group LLC
NEW
Shares2,985
Change+2,985
Value$459.0K
Filed 2026-10-30
Ashton Thomas Securities, LLC
INCREASED
Shares2,980 from 1,372
Change+1,608 (+117%)
Value$458.2K (+$114.4K)
Filed 2026-10-26
Beacon Financial Group
INCREASED
Shares2,965 from 2,692
Change+273 (+10%)
Value$455.9K (-$231.7K)
Filed 2026-10-19
Milestones Private Investment Advisors LLC
UNCHANGED
Shares2,959 from 2,959
Change0 (0%)
Value$455.0K (-$300.8K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares2,945 from 3,876
Change-931 (-24%)
Value$452.8K (-$537.2K)
Filed 2026-10-13
Southland Equity Partners LLC
INCREASED
Shares2,941 from 2,514
Change+427 (+17%)
Value$452.2K (-$189.9K)
Filed 2026-10-14
OAK Family Advisors, LLC
UNCHANGED
Shares2,935 from 2,935
Change0 (0%)
Value$451.3K (-$298.4K)
Filed 2026-10-19
Lake Street Private Wealth, LLC
DECREASED
Shares2,929 from 3,809
Change-880 (-23%)
Value$450.3K (-$522.7K)
Filed 2026-10-22
Monte Financial Group, LLC
UNCHANGED
Shares2,925 from 2,925
Change0 (0%)
Value$449.7K (+$45.4K)
Filed 2026-11-02
Juno Financial Group LLC
INCREASED
Shares2,921 from 2,875
Change+46 (+2%)
Value$449.2K (-$285.0K)
Filed 2026-10-27
Riverwater Partners LLC
DECREASED
Shares2,908 from 4,504
Change-1,596 (-35%)
Value$447.1K (-$703.3K)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares2,903 from 2,178
Change+725 (+33%)
Value$446.4K (-$109.9K)
Filed 2026-10-20
Isthmus Partners, LLC
UNCHANGED
Shares2,870 from 2,870
Change0 (0%)
Value$441.3K (-$291.8K)
Filed 2026-10-21
Sage Capital Management, LLC
NEW
Shares2,858
Change+2,858
Value$440.0K
Filed 2026-10-20
BIP Wealth, LLC
INCREASED
Shares2,857 from 2,181
Change+676 (+31%)
Value$439.3K (-$117.8K)
Filed 2026-10-22
Ledyard National Bank
DECREASED
Shares2,838 from 5,159
Change-2,321 (-45%)
Value$436.4K (-$881.4K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED
Shares2,829 from 3,100
Change-271 (-9%)
Value$434.9K (-$357.0K)
Filed 2026-10-16
Milestone Asset Management, LLC
DECREASED
Shares2,828 from 2,932
Change-104 (-4%)
Value$434.9K (-$314.2K)
Filed 2026-10-15
Northwest Wealth Management, LLC
INCREASED
Shares2,823 from 2,774
Change+49 (+2%)
Value$434.1K (-$274.5K)
Filed 2026-10-30
Tableaux LLC
INCREASED
Shares2,802 from 2,678
Change+124 (+5%)
Value$430.8K (-$253.2K)
Filed 2026-10-23
Armbruster Capital Management, Inc.
INCREASED
Shares2,802 from 2,769
Change+33 (+1%)
Value$430.8K (-$276.5K)
Filed 2026-10-19
Shira Ridge Wealth Management
INCREASED
Shares2,794 from 829
Change+1,965 (+237%)
Value$429.6K (+$217.8K)
Filed 2026-10-09
Guardian Asset Advisors, LLC
DECREASED
Shares2,791 from 3,297
Change-506 (-15%)
Value$429.1K (-$413.1K)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
INCREASED
Shares2,781 from 2,505
Change+276 (+11%)
Value$427.7K (-$212.3K)
Filed 2026-11-03
Encompass Wealth Advisors, LLC
NEW
Shares2,778
Change+2,778
Value$427.2K
Filed 2026-10-15
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$427.0K (-$282.3K)
Filed 2026-11-02
Willis Investment Counsel
UNCHANGED
Shares2,756 from 2,756
Change0 (0%)
Value$423.8K (-$280.2K)
Filed 2026-10-20
Uncommon Cents Investing Inc
DECREASED
Shares2,743 from 2,870
Change-127 (-4%)
Value$421.8K (-$311.3K)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares2,731 from 2,731
Change0 (0%)
Value$419.9K (-$277.7K)
Filed 2026-11-05
One Way Holdings LLC
INCREASED
Shares2,724 from 2,528
Change+196 (+8%)
Value$418.8K (-$226.9K)
Filed 2026-10-29
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares2,721 from 2,650
Change+71 (+3%)
Value$418.3K (-$258.6K)
Filed 2026-10-26
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares2,703 from 2,703
Change0 (0%)
Value$415.6K (-$274.8K)
Filed 2026-10-30
BNB Wealth Management, LLC
DECREASED
Shares2,700 from 3,200
Change-500 (-16%)
Value$415.2K (-$402.2K)
Filed 2026-10-28
Alessandra Capital Management, LLC
DECREASED
Shares2,700 from 2,755
Change-55 (-2%)
Value$415.2K (-$288.6K)
Filed 2026-10-30
Plato Investment Management Ltd
DECREASED
Shares2,695 from 10,261
Change-7,566 (-74%)
Value$416.0K (-$2.2M)
Filed 2026-11-05
Mitchell Sinkler & Starr
DECREASED
Shares2,690 from 2,990
Change-300 (-10%)
Value$413.6K (-$350.1K)
Filed 2026-10-13
Syverson Strege & Co
DECREASED
Shares2,689 from 2,766
Change-77 (-3%)
Value$413.5K (-$293.1K)
Filed 2026-11-02
Forbes J M & Co LLP
INCREASED
Shares2,679 from 2,649
Change+30 (+1%)
Value$411.9K (-$264.7K)
Filed 2026-10-16
Hummer Financial Advisory Services Inc
INCREASED
Shares2,665 from 2,325
Change+340 (+15%)
Value$409.8K (-$184.1K)
Filed 2026-10-09
BankChampaign, National Association
DECREASED
Shares2,655 from 2,773
Change-118 (-4%)
Value$408.2K (-$300.1K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares2,649 from 2,585
Change+64 (+2%)
Value$407.3K (-$253.0K)
Filed 2026-10-13
Curated Wealth Partners LLC
NEW
Shares2,623
Change+2,623
Value$403.3K
Filed 2026-10-15
Kimelman & Baird, LLC
INCREASED
Shares2,603 from 83
Change+2,520 (+3036%)
Value$400.2K (+$379.0K)
Filed 2026-11-03
Birch Financial Group, LLC
INCREASED
Shares2,603 from 2,064
Change+539 (+26%)
Value$400.2K (-$127.0K)
Filed 2026-10-27
Oak Grove Capital LLC
INCREASED
Shares2,600 from 2,400
Change+200 (+8%)
Value$399.8K (-$213.3K)
Filed 2026-10-09
Viewpoint Capital Management LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$399.8K (-$264.3K)
Filed 2026-10-27
Leo Wealth, LLC
NEW
Shares2,599
Change+2,599
Value$399.6K
Filed 2026-10-26
Smith Chas P & Associates PA Cpas
DECREASED
Shares2,588 from 2,688
Change-100 (-4%)
Value$341.6K (-$345.0K)
Filed 2026-10-22
Woodmont Investment Counsel LLC
DECREASED
Shares2,587 from 2,600
Change-13 (0%)
Value$397.8K (-$266.3K)
Filed 2026-10-29
Steel Grove Capital Advisors, LLC
DECREASED
Shares2,560 from 3,596
Change-1,036 (-29%)
Value$393.6K (-$524.8K)
Filed 2026-10-13
Elyxium Wealth, LLC
DECREASED
Shares2,557 from 2,586
Change-29 (-1%)
Value$393.2K (-$267.4K)
Filed 2026-10-27
Next Level Private LLC
DECREASED
Shares2,556 from 2,825
Change-269 (-10%)
Value$393.1K (-$328.6K)
Filed 2026-10-20
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$409.1K (-$153.5K)
Filed 2026-10-13
Dakota Community Bank & Trust NA
UNCHANGED
Shares2,534 from 2,534
Change0 (0%)
Value$389.6K (-$257.6K)
Filed 2026-10-09
Vestor Capital, LLC
DECREASED
Shares2,532 from 3,088
Change-556 (-18%)
Value$317 (-$4)
Filed 2026-11-04
Red Spruce Capital, LLC
INCREASED
Shares2,527 from 2,351
Change+176 (+7%)
Value$388.6K (-$212.0K)
Filed 2026-10-07
Kaufman Rossin Wealth, LLC
INCREASED
Shares2,526 from 2,382
Change+144 (+6%)
Value$388.4K (-$69.9K)
Filed 2026-10-19
Layline Advisors, LLC
INCREASED
Shares2,526 from 2,523
Change+3 (+0%)
Value$388.3K (-$256.0K)
Filed 2026-11-02
Sagace Wealth Management LLC
NEW
Shares2,512
Change+2,512
Value$386.2K
Filed 2026-10-28
GAM Holding AG
INCREASED
Shares2,508 from 1,960
Change+548 (+28%)
Value$385.6K (-$115.0K)
Filed 2026-11-03
ASL Financial, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$384.4K (-$254.2K)
Filed 2026-10-15
Lorne Steinberg Wealth Management Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$384.4K (-$254.2K)
Filed 2026-10-23
Chilton Capital Management LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$384.4K (-$254.2K)
Filed 2026-10-28
Income Insurance Ltd
UNCHANGED
Shares2,491 from 2,491
Change0 (0%)
Value$383.0K (-$253.3K)
Filed 2026-10-21
Breakwater Capital Group
DECREASED
Shares2,481 from 2,769
Change-288 (-10%)
Value$381.5K (-$325.8K)
Filed 2026-10-09
Cromwell Holdings LLC
INCREASED
Shares2,478 from 2,474
Change+4 (+0%)
Value$381.0K (-$250.9K)
Filed 2026-10-28
Wendell David Associates Inc
UNCHANGED
Shares2,477 from 2,477
Change0 (0%)
Value$381.0K (-$252.0K)
Filed 2026-10-27
Garde Capital, Inc.
INCREASED
Shares2,473 from 2,457
Change+16 (+1%)
Value$380.2K (-$247.3K)
Filed 2026-10-29
Clean Yield Group
UNCHANGED
Shares2,463 from 2,463
Change0 (0%)
Value$378.7K (-$250.4K)
Filed 2026-10-28
Powell Investment Advisors, LLC
UNCHANGED
Shares2,457 from 2,457
Change0 (0%)
Value$377.8K (-$249.8K)
Filed 2026-10-22
Birch Hill Investment Advisors LLC
NEW
Shares2,455
Change+2,455
Value$377.5K
Filed 2026-10-16
Nova Financial LLC
NEW
Shares2,450
Change+2,450
Value$376.7K
Filed 2026-11-04
TigerOak Management, L.L.C.
DECREASED
Shares2,449 from 2,634
Change-185 (-7%)
Value$376.6K (-$296.2K)
Filed 2026-10-23
VAN Strum & Towne Inc.
INCREASED
Shares2,431 from 1,900
Change+531 (+28%)
Value$373.8K (-$111.5K)
Filed 2026-11-06
Arlington Financial Advisors, LLC
UNCHANGED
Shares2,428 from 2,428
Change0 (0%)
Value$373.3K (-$246.9K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares2,421 from 2,380
Change+41 (+2%)
Value$372.2K (-$42.9K)
Filed 2026-11-02
Quantum Financial Advisors, LLC
DECREASED
Shares2,401 from 2,436
Change-35 (-1%)
Value$369.2K (-$253.0K)
Filed 2026-11-03
SVB Wealth LLC
DECREASED
Shares2,389 from 2,624
Change-235 (-9%)
Value$367.3K (-$302.9K)
Filed 2026-11-06
Interchange Capital Partners, LLC
DECREASED
Shares2,382 from 2,570
Change-188 (-7%)
Value$367.2K (-$289.3K)
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares2,378 from 2,378
Change0 (0%)
Value$607.5K ($0)
Filed 2026-10-26
Quadrant Private Wealth Management, LLC
NEW
Shares2,375
Change+2,375
Value$365.1K
Filed 2026-11-04
Sage Rhino Capital LLC
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$364.4K (-$241.0K)
Filed 2026-10-28
Oslo Pensjonsforsikring AS
DECREASED
Shares2,368 from 3,329
Change-961 (-29%)
Value$364.1K (-$486.2K)
Filed 2026-10-15
Symmetry Partners, LLC
INCREASED
Shares2,353 from 1,910
Change+443 (+23%)
Value$361.7K (-$126.0K)
Filed 2026-10-27
StoneCrest Wealth Management, Inc.
INCREASED
Shares2,353 from 2,087
Change+266 (+13%)
Value$361.8K (-$171.3K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
INCREASED
Shares2,328 from 1,948
Change+380 (+20%)
Value$357.9K (-$139.8K)
Filed 2026-11-02
S.E.E.D. Planning Group LLC
INCREASED
Shares2,328 from 2,150
Change+178 (+8%)
Value$358.0K (-$191.2K)
Filed 2026-10-07
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares2,327 from 2,327
Change0 (0%)
Value$357.8K (-$236.6K)
Filed 2026-10-28
Tcfg Investment Advisors, LLC
DECREASED
Shares2,323 from 4,343
Change-2,020 (-47%)
Value$357.2K (-$752.1K)
Filed 2026-10-20
Oakworth Capital, Inc.
INCREASED
Shares2,313 from 2,279
Change+34 (+1%)
Value$355.6K (-$226.5K)
Filed 2026-10-26
Argus Investors' Counsel, Inc.
INCREASED
Shares2,312 from 2,094
Change+218 (+10%)
Value$355.5K (-$179.4K)
Filed 2026-10-09
Anchyra Partners LLC
INCREASED
Shares2,295 from 1,421
Change+874 (+62%)
Value$352.9K (-$10.1K)
Filed 2026-10-13
Lee Financial Co
INCREASED
Shares2,293 from 2,290
Change+3 (+0%)
Value$352.6K (-$232.2K)
Filed 2026-10-16
Private Wealth Management Group, LLC
DECREASED
Shares2,282 from 2,289
Change-7 (0%)
Value$350.9K (-$233.8K)
Filed 2026-10-19
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares2,280 from 2,280
Change0 (0%)
Value$350.6K (-$231.8K)
Filed 2026-10-26
Myriad Asset Management US LP
INCREASED
Shares2,275 from 2,030
Change+245 (+12%)
Value$350.0K (-$169.0K)
Filed 2026-11-03
Bill Few Associates, Inc.
DECREASED
Shares2,275 from 2,330
Change-55 (-2%)
Value$349.8K (-$245.3K)
Filed 2026-10-09
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,265 from 3,479
Change-1,214 (-35%)
Value$348.3K (-$540.3K)
Filed 2026-10-28
SteelPeak Wealth, LLC
DECREASED
Shares2,258 from 18,098
Change-15,840 (-88%)
Value$347.2K (-$4.3M)
Filed 2026-10-16
Heritage Wealth Management, Inc.
DECREASED
Shares2,250 from 2,394
Change-144 (-6%)
Value$346.0K (-$265.5K)
Filed 2026-10-28
Archer Investment Corp
DECREASED
Shares2,241 from 2,252
Change-11 (0%)
Value$344.5K (-$230.8K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
INCREASED
Shares2,237 from 1,722
Change+515 (+30%)
Value$343.9K (-$95.9K)
Filed 2026-10-29
Verus Capital Partners, LLC
DECREASED
Shares2,230 from 2,366
Change-136 (-6%)
Value$342.8K (-$261.4K)
Filed 2026-11-03
Alhambra Investment Management LLC
UNCHANGED
Shares2,221 from 2,221
Change0 (0%)
Value$341.6K (-$225.9K)
Filed 2026-10-15
Bath Savings Trust Co
INCREASED
Shares2,220 from 2,150
Change+70 (+3%)
Value$341.3K (-$207.8K)
Filed 2026-10-07
BG Investment Services, LLC
NEW
Shares2,212
Change+2,212
Value$340.1K
Filed 2026-10-23
Commonwealth Financial Services, LLC
DECREASED
Shares2,211 from 2,820
Change-609 (-22%)
Value$340.0K (-$380.3K)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
INCREASED
Shares2,205 from 2,203
Change+2 (+0%)
Value$339.0K (-$223.7K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,204 from 4,763
Change-2,559 (-54%)
Value$338.9K (-$877.7K)
Filed 2026-11-03
Westside Investment Management, Inc.
DECREASED
Shares2,201 from 2,562
Change-361 (-14%)
Value$342.6K (-$311.9K)
Filed 2026-11-02
Rayburn West Financial Services LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$338.3K (-$223.7K)
Filed 2026-11-03
Richard C. Young & Co., Ltd.
INCREASED
Shares2,196 from 1,387
Change+809 (+58%)
Value$337.7K (-$16.6K)
Filed 2026-11-04
Winthrop Advisory Group LLC
INCREASED
Shares2,193 from 2,040
Change+153 (+8%)
Value$337.2K (-$183.7K)
Filed 2026-10-22
RDA Financial Network
INCREASED
Shares2,191 from 1,902
Change+289 (+15%)
Value$336.9K (-$148.9K)
Filed 2026-10-15
Evolution Wealth Management Inc.
INCREASED
Shares2,185 from 461
Change+1,724 (+374%)
Value$336.0K (+$218.2K)
Filed 2026-10-28
Hoxton Planning & Management, LLC
INCREASED
Shares2,179 from 2,106
Change+73 (+3%)
Value$335.0K (-$202.9K)
Filed 2026-10-15
Mengis Capital Management, Inc.
INCREASED
Shares2,176 from 1,975
Change+201 (+10%)
Value$334.5K (-$170.1K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
DECREASED
Shares2,174 from 2,589
Change-415 (-16%)
Value$334.3K (-$327.0K)
Filed 2026-10-30
Millennium Capital Advisors, LLC
INCREASED
Shares2,171 from 1,836
Change+335 (+18%)
Value$333.9K (-$135.2K)
Filed 2026-10-16
Certified Advisory Corp
NEW
Shares2,167
Change+2,167
Value$333.1K
Filed 2026-10-29
Elm3 Financial Group, LLC
NEW
Shares2,156
Change+2,156
Value$331.5K
Filed 2026-10-07
SYM Financial Corp
INCREASED
Shares2,146 from 2,135
Change+11 (+1%)
Value$330.0K (-$215.4K)
Filed 2026-10-26
Left Brain Wealth Management, LLC
NEW
Shares2,140
Change+2,140
Value$329.0K
Filed 2026-10-28
Fingerlakes Wealth Management, Inc.
INCREASED
Shares2,131 from 1,732
Change+399 (+23%)
Value$327.6K (-$114.7K)
Filed 2026-11-04
Barlow Wealth Partners, LLC
UNCHANGED
Shares2,126 from 2,126
Change0 (0%)
Value$359.2K (-$32.0K)
Filed 2026-10-15
Annex Advisory Services, LLC
INCREASED
Shares2,123 from 1,110
Change+1,013 (+91%)
Value$326.5K (+$42.9K)
Filed 2026-10-16
Imc-Chicago, LLC
NEW
Shares2,119
Change+2,119
Value$325.8K
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,119 from 2,062
Change+57 (+3%)
Value$325.7K (-$200.8K)
Filed 2026-10-27
Fortem Financial Group, LLC
INCREASED
Shares2,112 from 2,091
Change+21 (+1%)
Value$324.7K (-$209.4K)
Filed 2026-10-20
Vicus Capital
DECREASED
Shares2,104 from 2,311
Change-207 (-9%)
Value$323.5K (-$266.8K)
Filed 2026-11-05
Bochk Asset Management Ltd
DECREASED
Shares2,100 from 11,800
Change-9,700 (-82%)
Value$322.9K (-$2.7M)
Filed 2026-10-29
Insight Advisors, LLC/ PA
DECREASED
Shares2,091 from 2,113
Change-22 (-1%)
Value$321.6K (-$218.2K)
Filed 2026-10-22
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED
Shares2,084 from 2,083
Change+1 (+0%)
Value$320.4K (-$211.8K)
Filed 2026-11-03
Thrive Wealth Management, LLC
INCREASED
Shares2,081 from 2,073
Change+8 (+0%)
Value$319.9K (-$209.5K)
Filed 2026-10-13
FSM Wealth Advisors, LLC
DECREASED
Shares2,080 from 2,117
Change-37 (-2%)
Value$317.9K (-$222.9K)
Filed 2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED
Shares2,072 from 1,981
Change+91 (+5%)
Value$275.0K (-$96.7K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares2,062 from 1,844
Change+218 (+12%)
Value$317.1K (-$154.0K)
Filed 2026-10-14
Manchester Financial Inc
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$316.4K (-$209.2K)
Filed 2026-10-15
Evolution Wealth Advisors, LLC
INCREASED
Shares2,053 from 1,128
Change+925 (+82%)
Value$315.7K (+$27.6K)
Filed 2026-11-03
Register Financial Advisors LLC
INCREASED
Shares2,031 from 500
Change+1,531 (+306%)
Value$312.3K (+$184.6K)
Filed 2026-10-23
EdgeRock Capital LLC
INCREASED
Shares2,031 from 1,946
Change+85 (+4%)
Value$312.3K (-$184.8K)
Filed 2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED
Shares2,028 from 2,028
Change0 (0%)
Value$311.8K (-$206.2K)
Filed 2026-10-19
Kestra Investment Management, LLC
NEW
Shares2,026
Change+2,026
Value$311.5K
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares2,025 from 1,839
Change+186 (+10%)
Value$311.3K (-$141.5K)
Filed 2026-10-14
XML Financial, LLC
DECREASED
Shares2,019 from 2,757
Change-738 (-27%)
Value$310.4K (-$393.9K)
Filed 2026-10-29
MFG Investments, LLC
NEW
Shares2,010
Change+2,010
Value$309.1K
Filed 2026-10-30
Curat Global, LLC
NEW
Shares2,000
Change+2,000
Value$307.5K
Filed 2026-10-26
Neumann Capital Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$307.5K (-$203.3K)
Filed 2026-10-15
Seed Wealth Management, Inc.
UNCHANGED
Shares1,998 from 1,998
Change0 (0%)
Value$307.2K (-$203.1K)
Filed 2026-10-20
Five Oceans Advisors
DECREASED
Shares1,988 from 2,165
Change-177 (-8%)
Value$305.7K (-$247.3K)
Filed 2026-10-22
Adelphi Trust Co
INCREASED
Shares1,964 from 1,911
Change+53 (+3%)
Value$302.0K (-$186.1K)
Filed 2026-10-05
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares1,959 from 2,407
Change-448 (-19%)
Value$301.4K (-$313.6K)
Filed 2026-10-29
Two West Capital Advisors LLC
INCREASED
Shares1,959 from 1,883
Change+76 (+4%)
Value$310.9K (+$22.5K)
Filed 2026-10-15
Levin Capital Strategies, L.P.
INCREASED
Shares1,950 from 1,000
Change+950 (+95%)
Value$299.8K (+$44.4K)
Filed 2026-11-02
Legacy Advisors, LLC
INCREASED
Shares1,950 from 1,911
Change+39 (+2%)
Value$299.9K (-$188.3K)
Filed 2026-10-19
Jnba Financial Advisors
INCREASED
Shares1,945 from 1,815
Change+130 (+7%)
Value$299.1K (-$164.5K)
Filed 2026-11-03
Boltwood Capital Management
INCREASED
Shares1,940 from 1,935
Change+5 (+0%)
Value$298.3K (-$196.0K)
Filed 2026-10-02
World Equity Group, Inc.
INCREASED
Shares1,939 from 1,759
Change+180 (+10%)
Value$298.1K (-$151.1K)
Filed 2026-10-14
KFA Private Wealth Group, LLC
INCREASED
Shares1,929 from 1,928
Change+1 (+0%)
Value$296.6K (-$196.0K)
Filed 2026-10-07
Financial Security Advisor, Inc.
INCREASED
Shares1,928 from 1,762
Change+166 (+9%)
Value$296.5K (-$153.5K)
Filed 2026-11-03
Baron Wealth Management LLC
DECREASED
Shares1,913 from 2,303
Change-390 (-17%)
Value$294.1K (-$294.3K)
Filed 2026-10-27
Pacific Sage Partners, LLC
DECREASED
Shares1,911 from 1,972
Change-61 (-3%)
Value$293.8K (-$209.8K)
Filed 2026-10-21
Werba Rubin Papier Wealth Management
DECREASED
Shares1,909 from 2,203
Change-294 (-13%)
Value$293.5K (-$269.2K)
Filed 2026-11-06
Certuity, LLC
DECREASED
Shares1,905 from 1,960
Change-55 (-3%)
Value$292.9K (-$207.7K)
Filed 2026-11-02
Wedge Capital Management L L P
INCREASED
Shares1,903 from 1,586
Change+317 (+20%)
Value$292.6K (-$112.5K)
Filed 2026-10-13
Quadcap Wealth Management, LLC
INCREASED
Shares1,899 from 1,445
Change+454 (+31%)
Value$292.0K (-$77.1K)
Filed 2026-11-02
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares1,897 from 1,738
Change+159 (+9%)
Value$291.7K (-$152.4K)
Filed 2026-11-04
Sterling Group Wealth Management, LLC
UNCHANGED
Shares1,892 from 1,892
Change0 (0%)
Value$290.9K (-$192.4K)
Filed 2026-11-03
Trust Co of Oklahoma
DECREASED
Shares1,887 from 2,176
Change-289 (-13%)
Value$290.1K (-$265.7K)
Filed 2026-10-15
Americana Partners, LLC
DECREASED
Shares1,878 from 2,121
Change-243 (-11%)
Value$288.8K (-$253.0K)
Filed 2026-10-28
Smith Partners Wealth Management, LLC
INCREASED
Shares1,875 from 1,848
Change+27 (+1%)
Value$288.3K (-$183.7K)
Filed 2026-11-05
Douglas Lane & Associates, LLC
DECREASED
Shares1,865 from 2,090
Change-225 (-11%)
Value$286.8K (-$247.1K)
Filed 2026-10-09
Olistico Wealth, LLC
INCREASED
Shares1,860 from 1,828
Change+32 (+2%)
Value$286.0K (-$180.9K)
Filed 2026-10-05
Root Financial Partners, LLC
DECREASED
Shares1,857 from 2,222
Change-365 (-16%)
Value$285.5K (-$282.0K)
Filed 2026-10-21
55 North Private Wealth, LLC
INCREASED
Shares1,855 from 1,746
Change+109 (+6%)
Value$285.2K (-$160.8K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares1,837 from 956
Change+881 (+92%)
Value$282.6K (+$38.4K)
Filed 2026-10-29
Retirement Solution LLC
DECREASED
Shares1,832 from 2,482
Change-650 (-26%)
Value$281.7K (-$352.2K)
Filed 2026-10-27
Beacon Financial Advisory LLC
DECREASED
Shares1,831 from 1,859
Change-28 (-2%)
Value$281.6K (-$193.2K)
Filed 2026-10-16
Fagan Associates, Inc.
INCREASED
Shares1,825 from 1,740
Change+85 (+5%)
Value$280.6K (-$163.8K)
Filed 2026-10-13
Acumen Wealth Advisors, LLC
INCREASED
Shares1,824 from 1,747
Change+77 (+4%)
Value$280.5K (-$165.8K)
Filed 2026-11-05
Sunbeam Capital Management, LLC
DECREASED
Shares1,811 from 1,869
Change-58 (-3%)
Value$278.5K (-$198.9K)
Filed 2026-11-05
Huntleigh Advisors, Inc.
UNCHANGED
Shares1,809 from 1,809
Change0 (0%)
Value$278.2K (-$183.9K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
DECREASED
Shares1,808 from 3,060
Change-1,252 (-41%)
Value$278.0K (-$503.7K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares1,802 from 1,907
Change-105 (-6%)
Value$277.1K (-$210.0K)
Filed 2026-11-02
Sanders Morris Harris LLC
NEW
Shares1,800
Change+1,800
Value$282.1K
Filed 2026-10-14
Orrstown Financial Services Inc
NEW
Shares1,771
Change+1,771
Value$272.3K
Filed 2026-10-14
Investment Research Partners LLC
UNCHANGED
Shares1,762 from 1,762
Change0 (0%)
Value$270.9K (-$179.1K)
Filed 2026-10-19
Financial Planning Hawaii, Inc.
DECREASED
Shares1,755 from 2,035
Change-280 (-14%)
Value$269.8K (-$250.0K)
Filed 2026-10-13
Wilkins Investment Counsel Inc
NEW
Shares1,750
Change+1,750
Value$269.1K
Filed 2026-11-03
Lantern Wealth Advisors, LLC
INCREASED
Shares1,750 from 1,600
Change+150 (+9%)
Value$269.1K (-$139.6K)
Filed 2026-10-22
First City Capital Management, Inc.
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$269.1K (-$177.9K)
Filed 2026-10-27
First Command Advisory Services, Inc.
INCREASED
Shares1,740 from 1,460
Change+280 (+19%)
Value$267.5K (-$105.4K)
Filed 2026-11-05
Point Nemo Capital, LLC
UNCHANGED
Shares1,738 from 1,738
Change0 (0%)
Value$267.2K (-$176.7K)
Filed 2026-11-03
Diversified Portfolios, Inc.
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$266.8K (-$176.4K)
Filed 2026-11-04
Childress Capital Advisors, LLC
INCREASED
Shares1,727 from 1,370
Change+357 (+26%)
Value$265.6K (-$84.4K)
Filed 2026-10-28
Gratus Wealth Advisors, LLC
INCREASED
Shares1,727 from 1,720
Change+7 (+0%)
Value$265.5K (-$173.8K)
Filed 2026-10-26
Peak Wealth Management LLC
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$226.8K (-$211.2K)
Filed 2026-10-26
Accelerate Investment Advisors LLC
DECREASED
Shares1,714 from 1,804
Change-90 (-5%)
Value$263.5K (-$197.3K)
Filed 2026-11-02
Franklin Street Advisors Inc
DECREASED
Shares1,700 from 1,850
Change-150 (-8%)
Value$261.4K (-$211.2K)
Filed 2026-10-13
Three Seasons Wealth, LLC
DECREASED
Shares1,698 from 4,937
Change-3,239 (-66%)
Value$261.1K (-$1,000.0K)
Filed 2026-11-03
GK Wealth Management LLC
INCREASED
Shares1,692 from 1,184
Change+508 (+43%)
Value$260.1K (-$42.2K)
Filed 2026-10-09
Global Trust Asset Management, LLC
INCREASED
Shares1,686 from 1,140
Change+546 (+48%)
Value$259.2K (-$32.0K)
Filed 2026-10-19
Aspiriant, LLC
INCREASED
Shares1,686 from 1,443
Change+243 (+17%)
Value$259.2K (-$109.3K)
Filed 2026-10-16
Financial Partners Group, Inc
DECREASED
Shares1,685 from 1,817
Change-132 (-7%)
Value$259.0K (-$205.2K)
Filed 2026-10-19
Ejmk Ventures LLC
INCREASED
Shares1,683 from 810
Change+873 (+108%)
Value$258.7K (+$51.7K)
Filed 2026-10-21
Shah Wealth Advisors, LLC
NEW
Shares1,669
Change+1,669
Value$256.6K
Filed 2026-11-06
Grange Capital, LLC
INCREASED
Shares1,669 from 1,570
Change+99 (+6%)
Value$256.6K (-$144.4K)
Filed 2026-10-20
Security Financial Services, Inc.
INCREASED
Shares1,666 from 1,659
Change+7 (+0%)
Value$256.2K (-$167.6K)
Filed 2026-10-29
Means Investment Co., Inc.
INCREASED
Shares1,666 from 1,665
Change+1 (+0%)
Value$256.2K (-$169.0K)
Filed 2026-11-03
Colonial River Investments, LLC
INCREASED
Shares1,664 from 1,287
Change+377 (+29%)
Value$255.9K (-$72.9K)
Filed 2026-10-19
Squire Investment Management Company, LLC
DECREASED
Shares1,661 from 1,697
Change-36 (-2%)
Value$255.4K (-$178.1K)
Filed 2026-11-03
Costello Asset Management, Inc
INCREASED
Shares1,657 from 1,541
Change+116 (+8%)
Value$254.7K (-$139.0K)
Filed 2026-10-30
Peck Wealth Management, LLC
UNCHANGED
Shares1,657 from 1,657
Change0 (0%)
Value$254.8K (-$168.5K)
Filed 2026-10-29
ProCore Advisors, LLC
DECREASED
Shares1,656 from 1,853
Change-197 (-11%)
Value$254.6K (-$218.7K)
Filed 2026-10-14
PFS Partners, LLC
INCREASED
Shares1,649 from 1,596
Change+53 (+3%)
Value$253.5K (-$154.1K)
Filed 2026-10-21
Harrell Investment Partners, LLC
INCREASED
Shares1,647 from 1,601
Change+46 (+3%)
Value$253.3K (-$155.7K)
Filed 2026-10-15
Machina Capital S.A.S.
DECREASED
Shares1,644 from 4,399
Change-2,755 (-63%)
Value$252.8K (-$870.9K)
Filed 2026-11-05
Verus Financial Partners, Inc.
DECREASED
Shares1,632 from 1,765
Change-133 (-8%)
Value$250.9K (-$200.1K)
Filed 2026-10-29
Foster Group, Inc.
INCREASED
Shares1,621 from 1,600
Change+21 (+1%)
Value$249.2K (-$159.4K)
Filed 2026-10-13
Financial Futures Ltd Liability Co.
INCREASED
Shares1,621 from 1,618
Change+3 (+0%)
Value$249.2K (-$164.0K)
Filed 2026-10-13
Financial Insights, Inc.
INCREASED
Shares1,613 from 1,580
Change+33 (+2%)
Value$248.0K (-$155.6K)
Filed 2026-10-27
Winter & Associates, Inc.
DECREASED
Shares1,612 from 1,619
Change-7 (0%)
Value$213.2K (-$200.3K)
Filed 2026-10-23
Calamos Wealth Management LLC
INCREASED
Shares1,604 from 910
Change+694 (+76%)
Value$246.6K (+$14.2K)
Filed 2026-11-02
Westbourne Investment Advisors, Inc.
DECREASED
Shares1,600 from 1,750
Change-150 (-9%)
Value$246.0K (-$201.0K)
Filed 2026-10-20
Roberts Wealth Advisors, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$246.0K (-$162.7K)
Filed 2026-10-14
AMG Asset Management Group, Inc.
NEW
Shares1,597
Change+1,597
Value$245.6K
Filed 2026-10-21
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$244.6K (-$161.8K)
Filed 2026-11-03
LeConte Wealth Management, LLC
INCREASED
Shares1,589 from 1,447
Change+142 (+10%)
Value$244.3K (-$125.3K)
Filed 2026-10-20
Oarsman Capital, Inc.
INCREASED
Shares1,584 from 1,034
Change+550 (+53%)
Value$243.5K (-$20.5K)
Filed 2026-11-05
Asset Dedication, LLC
DECREASED
Shares1,582 from 1,651
Change-69 (-4%)
Value$243.2K (-$178.5K)
Filed 2026-11-03
Capital Square, LLC
NEW
Shares1,580
Change+1,580
Value$242.9K
Filed 2026-10-19
San Luis Wealth Advisors LLC
NEW
Shares1,580
Change+1,580
Value$242.9K
Filed 2026-10-27
Mezzasalma Advisors, LLC
INCREASED
Shares1,577 from 1,552
Change+25 (+2%)
Value$242.5K (-$154.0K)
Filed 2026-10-14
Lynx Investment Advisory
INCREASED
Shares1,576 from 1,573
Change+3 (+0%)
Value$242.3K (-$159.6K)
Filed 2026-10-27
Woodward Diversified Capital, LLC
INCREASED
Shares1,556 from 1,508
Change+48 (+3%)
Value$239.3K (-$145.9K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
INCREASED
Shares1,554 from 1,503
Change+51 (+3%)
Value$262.6K (-$33.2K)
Filed 2026-10-19
4Wealth Advisors, Inc.
INCREASED
Shares1,551 from 1,522
Change+29 (+2%)
Value$246.2K (-$143.0K)
Filed 2026-10-13
Fidelity D & D Bancorp Inc
DECREASED
Shares1,550 from 1,574
Change-24 (-2%)
Value$238.3K (-$163.7K)
Filed 2026-11-05
Allied Investment Advisors, LLC
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$237.4K (-$157.0K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares1,542 from 1,254
Change+288 (+23%)
Value$237.1K (-$83.2K)
Filed 2026-10-08
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares1,541 from 1,016
Change+525 (+52%)
Value$236.9K (-$22.5K)
Filed 2026-10-09
Creative Financial Designs Inc
INCREASED
Shares1,538 from 1,500
Change+38 (+3%)
Value$236.4K (-$146.8K)
Filed 2026-11-04
MSH Capital Advisors LLC
NEW
Shares1,537
Change+1,537
Value$242.3K
Filed 2026-11-03
NIA Impact Advisors, LLC
UNCHANGED
Shares1,533 from 1,533
Change0 (0%)
Value$235.7K (-$155.9K)
Filed 2026-11-04
SLT Holdings LLC
NEW
Shares1,530
Change+1,530
Value$235.3K
Filed 2026-10-15
Sacks & Associates, LLC
NEW
Shares1,526
Change+1,526
Value$234.6K
Filed 2026-10-09
Essential Partners LLC
DECREASED
Shares1,526 from 1,762
Change-236 (-13%)
Value$234.6K (-$215.4K)
Filed 2026-10-14
Live Oak Private Wealth LLC
DECREASED
Shares1,521 from 1,555
Change-34 (-2%)
Value$233.9K (-$163.3K)
Filed 2026-11-02
Rise Advisors, LLC
DECREASED
Shares1,517 from 2,046
Change-529 (-26%)
Value$233.2K (-$289.5K)
Filed 2026-10-16
Rational Advisors, Inc.
DECREASED
Shares1,508 from 1,837
Change-329 (-18%)
Value$231.9K (-$237.4K)
Filed 2026-11-02
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares1,508 from 1,403
Change+105 (+7%)
Value$232.0K (-$126.0K)
Filed 2026-11-04
Brady Martz Wealth Solutions, LLC
NEW
Shares1,504
Change+1,504
Value$231.3K
Filed 2026-11-05
Westhampton Capital, LLC
NEW
Shares1,503
Change+1,503
Value$231.1K
Filed 2026-10-30
Charles Schwab Trust Co
DECREASED
Shares1,500 from 1,595
Change-95 (-6%)
Value$230.6K (-$176.8K)
Filed 2026-10-15
Cove Private Wealth, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$230.6K (-$152.5K)
Filed 2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$231.0K (-$152.0K)
Filed 2026-10-26
Slocum, Gordon & Co LLP
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$230.6K (-$152.5K)
Filed 2026-10-19
Greatmark Investment Partners, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$230.6K (-$152.5K)
Filed 2026-10-28
Talbot Financial, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$230.6K (-$152.5K)
Filed 2026-10-19
Affinity Capital Advisors, LLC
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$234.7K (-$57.1K)
Filed 2026-10-13
Cross Staff Investments Inc
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$229.4K (-$151.7K)
Filed 2026-10-22
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,491 from 1,491
Change0 (0%)
Value$229.3K (-$151.6K)
Filed 2026-10-27
Verity Asset Management, Inc.
INCREASED
Shares1,488 from 1,304
Change+184 (+14%)
Value$228.9K (-$104.2K)
Filed 2026-10-30
Total Clarity Wealth Management, Inc.
DECREASED
Shares1,488 from 1,545
Change-57 (-4%)
Value$228.8K (-$165.8K)
Filed 2026-10-26
Samalin Investment Counsel, LLC
INCREASED
Shares1,485 from 1,450
Change+35 (+2%)
Value$228.4K (-$142.0K)
Filed 2026-10-23
Old Peak Finance LLC
DECREASED
Shares1,481 from 1,548
Change-67 (-4%)
Value$227.7K (-$167.6K)
Filed 2026-11-02
QTR Family Wealth, LLC
DECREASED
Shares1,480 from 1,607
Change-127 (-8%)
Value$227.6K (-$183.0K)
Filed 2026-11-02
Tritonpoint Wealth, LLC
DECREASED
Shares1,480 from 1,511
Change-31 (-2%)
Value$227.5K (-$158.4K)
Filed 2026-10-19
Southern Michigan Bank & Trust
UNCHANGED
Shares1,477 from 1,477
Change0 (0%)
Value$227.1K (-$150.2K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
INCREASED
Shares1,476 from 747
Change+729 (+98%)
Value$227.0K (+$36.1K)
Filed 2026-10-05
CPC Advisors, LLC
INCREASED
Shares1,472 from 1,041
Change+431 (+41%)
Value$226.3K (-$39.6K)
Filed 2026-10-21
Wealthstar Advisors, LLC
DECREASED
Shares1,464 from 11,752
Change-10,288 (-88%)
Value$225.1K (-$2.8M)
Filed 2026-10-19
Ring Mountain Capital, LLC
INCREASED
Shares1,460 from 1,302
Change+158 (+12%)
Value$224.5K (-$108.1K)
Filed 2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,460 from 1,405
Change+55 (+4%)
Value$224.5K (-$134.4K)
Filed 2026-10-22
Third View Private Wealth, LLC
INCREASED
Shares1,458 from 1,394
Change+64 (+5%)
Value$224.2K (-$131.9K)
Filed 2026-10-30
PUREfi Wealth, LLC
DECREASED
Shares1,455 from 1,921
Change-466 (-24%)
Value$223.7K (-$267.0K)
Filed 2026-10-19
BAR Harbor Wealth Management
UNCHANGED
Shares1,454 from 1,454
Change0 (0%)
Value$223.6K (-$147.8K)
Filed 2026-10-21
Fulton Breakefield Broenniman LLC
INCREASED
Shares1,451 from 1,421
Change+30 (+2%)
Value$223.1K (-$139.9K)
Filed 2026-11-03
Rossby Financial, LCC
DECREASED
Shares1,448 from 1,973
Change-525 (-27%)
Value$222.6K (-$281.3K)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares1,446 from 1,729
Change-283 (-16%)
Value$222.3K (-$219.2K)
Filed 2026-11-04
Legacies Wealth LLC
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$222.0K (-$146.8K)
Filed 2026-11-02
Physicians Financial Services, Inc.
UNCHANGED
Shares1,442 from 1,442
Change0 (0%)
Value$222.0K (-$146.0K)
Filed 2026-11-04
Phillip James Consulting Co.
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$221.4K (-$146.4K)
Filed 2026-11-03
Evergreen Private Wealth LLC
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$221.1K (-$146.2K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
INCREASED
Shares1,432 from 1,173
Change+259 (+22%)
Value$220.2K (-$79.4K)
Filed 2026-10-15
Worth Financial Advisory Group, LLC
DECREASED
Shares1,427 from 1,490
Change-63 (-4%)
Value$219.4K (-$161.2K)
Filed 2026-10-19
TCI Wealth Advisors, Inc.
DECREASED
Shares1,426 from 2,563
Change-1,137 (-44%)
Value$219.3K (-$435.4K)
Filed 2026-10-30
Waters Parkerson & Co., LLC
UNCHANGED
Shares1,423 from 1,423
Change0 (0%)
Value$218.8K (-$144.7K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,419 from 5,029
Change-3,610 (-72%)
Value$218.2K (-$1.1M)
Filed 2026-10-14
Tactive Advisors, LLC
DECREASED
Shares1,417 from 3,482
Change-2,065 (-59%)
Value$217.8K (-$671.5K)
Filed 2026-10-08
Cypress Wealth Services, LLC
INCREASED
Shares1,412 from 1,387
Change+25 (+2%)
Value$238.6K (-$115.6K)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
INCREASED
Shares1,411 from 57
Change+1,354 (+2375%)
Value$217.0K (+$202.4K)
Filed 2026-10-30
William John Sempolinski
DECREASED
Shares1,410 from 4,510
Change-3,100 (-69%)
Value$216.8K (-$935.2K)
Filed 2026-10-20
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares1,404 from 1,404
Change0 (0%)
Value$215.9K (-$142.7K)
Filed 2026-11-02
Gladstone Capital Management LLP
DECREASED
Shares1,400 from 188,501
Change-187,101 (-99%)
Value$215.3K (-$47.9M)
Filed 2026-11-06
Aldebaran Financial Inc.
NEW
Shares1,398
Change+1,398
Value$215.0K
Filed 2026-11-06
Private Advisory Group LLC
DECREASED
Shares1,397 from 84,851
Change-83,454 (-98%)
Value$214.8K (-$21.5M)
Filed 2026-11-06
MW Advisory, LLC
INCREASED
Shares1,397 from 1,188
Change+209 (+18%)
Value$214.9K (-$88.6K)
Filed 2026-10-19
Boston Trust Walden Corp
DECREASED
Shares1,395 from 1,450
Change-55 (-4%)
Value$214.5K (-$155.9K)
Filed 2026-10-30
G2 Capital Management, LLC / OH
INCREASED
Shares1,395 from 1,377
Change+18 (+1%)
Value$214.5K (-$137.2K)
Filed 2026-10-23
Horst & Graben Wealth Management LLC
DECREASED
Shares1,389 from 1,499
Change-110 (-7%)
Value$213.6K (-$117.0K)
Filed 2026-11-02
LEE Danner & Bass Inc
UNCHANGED
Shares1,378 from 1,378
Change0 (0%)
Value$211.9K (-$140.1K)
Filed 2026-10-27
Ridgeline Wealth, LLC
INCREASED
Shares1,370 from 1,320
Change+50 (+4%)
Value$203.5K (-$133.7K)
Filed 2026-10-14
Schear Investment Advisers, LLC
DECREASED
Shares1,369 from 3,105
Change-1,736 (-56%)
Value$210.5K (-$582.6K)
Filed 2026-10-14
Tempo Wealth, LLC
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$210.5K (-$139.2K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,365 from 932
Change+433 (+46%)
Value$209.9K (-$28.2K)
Filed 2026-10-27
Nadler Financial Group, Inc.
DECREASED
Shares1,364 from 1,492
Change-128 (-9%)
Value$209.7K (-$171.4K)
Filed 2026-10-23
Whelan Financial
DECREASED
Shares1,363 from 2,093
Change-730 (-35%)
Value$209.5K (-$325.0K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
INCREASED
Shares1,362 from 1,352
Change+10 (+1%)
Value$209.0K (-$136.0K)
Filed 2026-10-27
Hengehold Capital Management LLC
INCREASED
Shares1,361 from 1,224
Change+137 (+11%)
Value$209.3K (-$103.4K)
Filed 2026-10-16
WPG Advisers, LLC
DECREASED
Shares1,357 from 1,451
Change-94 (-6%)
Value$208.7K (-$162.0K)
Filed 2026-10-27
Leelyn Smith, LLC
DECREASED
Shares1,356 from 1,556
Change-200 (-13%)
Value$208.5K (-$189.0K)
Filed 2026-11-03
Traphagen Investment Advisors LLC
INCREASED
Shares1,356 from 1,355
Change+1 (+0%)
Value$208.5K (-$137.6K)
Filed 2026-10-14
Woodside Wealth Management LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$207.6K (-$137.3K)
Filed 2026-10-16
Greenfield Savings Bank
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$207.6K (-$137.3K)
Filed 2026-10-07
Revolve Wealth Partners, LLC
INCREASED
Shares1,334 from 1,238
Change+96 (+8%)
Value$205.1K (-$111.1K)
Filed 2026-10-23
Willow Creek Wealth Management Inc.
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$205.1K (-$135.6K)
Filed 2026-10-26
Asset Advisory Group, Inc.
UNCHANGED
Shares1,327 from 1,327
Change0 (0%)
Value$204.0K (-$134.9K)
Filed 2026-10-20
Summit Financial Strategies, Inc.
INCREASED
Shares1,326 from 1,270
Change+56 (+4%)
Value$203.9K (-$120.5K)
Filed 2026-10-14
626 Financial, LLC
UNCHANGED
Shares1,323 from 1,323
Change0 (0%)
Value$203.5K (-$134.5K)
Filed 2026-11-04
FAI Advisors, Inc.
INCREASED
Shares1,312 from 1,031
Change+281 (+27%)
Value$201.7K (-$61.6K)
Filed 2026-10-27
Lifelong Wealth Advisors, Inc.
INCREASED
Shares1,308 from 1,295
Change+13 (+1%)
Value$201.1K (-$129.7K)
Filed 2026-10-19
Steinberganna Wealth Management
INCREASED
Shares1,305 from 1,304
Change+1 (+0%)
Value$200.6K (-$132.5K)
Filed 2026-10-23
Symphony Financial, Ltd. Co.
INCREASED
Shares1,304 from 1,086
Change+218 (+20%)
Value$200.4K (-$77.2K)
Filed 2026-10-22
Mainsail Asset Management, LLC
DECREASED
Shares1,302 from 1,412
Change-110 (-8%)
Value$220.0K (+$1.6K)
Filed 2026-10-14
Duncker Streett & Co Inc
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$199.9K (-$132.2K)
Filed 2026-10-27
Main Street Group, LTD
INCREASED
Shares1,290 from 1,244
Change+46 (+4%)
Value$198.4K (-$119.3K)
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares1,223 from 727
Change+496 (+68%)
Value$188.1K (+$17.7K)
Filed 2026-10-30
Quaker Wealth Management, LLC
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$187.0K (-$123.6K)
Filed 2026-10-22
MB, Levis & Associates, LLC
DECREASED
Shares1,200 from 1,526
Change-326 (-21%)
Value$184.6K (-$205.3K)
Filed 2026-10-16
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$306.5K ($0)
Filed 2026-11-03
Stone House Investment Management, LLC
INCREASED
Shares1,197 from 135
Change+1,062 (+787%)
Value$184.0K (+$149.6K)
Filed 2026-10-23
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares1,193 from 671
Change+522 (+78%)
Value$183.4K (+$12.0K)
Filed 2026-11-06
Smallwood Wealth Investment Management, LLC
INCREASED
Shares1,178 from 1,163
Change+15 (+1%)
Value$181.1K (-$115.9K)
Filed 2026-10-30
Beutel, Goodman & Co Ltd.
DECREASED
Shares1,175 from 1,775
Change-600 (-34%)
Value$180.0K (-$273.0K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
DECREASED
Shares1,172 from 1,222
Change-50 (-4%)
Value$180.2K (-$131.9K)
Filed 2026-11-03
Barrett & Company, Inc.
INCREASED
Shares1,126 from 1,098
Change+28 (+3%)
Value$173.1K (-$107.3K)
Filed 2026-10-22
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,122 from 1,113
Change+9 (+1%)
Value$172.5K (-$111.8K)
Filed 2026-11-04
Latitude Advisors, LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$172.2K (-$113.9K)
Filed 2026-10-27
Prism Planning Partners LLC
UNCHANGED
Shares1,119 from 1,119
Change0 (0%)
Value$172.1K (-$113.8K)
Filed 2026-10-27
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$168.4K (-$111.4K)
Filed 2026-10-29
Bell Investment Advisors, Inc
INCREASED
Shares1,045 from 1,008
Change+37 (+4%)
Value$160.7K (-$96.8K)
Filed 2026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$155.0K (-$102.5K)
Filed 2026-10-23
MV Capital Management, Inc.
INCREASED
Shares1,006 from 724
Change+282 (+39%)
Value$154.7K (-$30.2K)
Filed 2026-10-29
Berbice Capital Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$153.8K (-$101.7K)
Filed 2026-10-13
Polaris Financial Partners
NEW
Shares991
Change+991
Value$152
Filed 2026-10-02
Fortitude Family Office, LLC
INCREASED
Shares970 from 799
Change+171 (+21%)
Value$149.1K (-$54.9K)
Filed 2026-10-14
Essential Investment Partners LLC
INCREASED
Shares953 from 950
Change+3 (+0%)
Value$146.5K (-$96.1K)
Filed 2026-10-27
Avion Wealth
INCREASED
Shares948 from 647
Change+301 (+47%)
Value$145.0K (-$20.0K)
Filed 2026-11-04
Independence Bank of Kentucky
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$145.8K (-$96.4K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares939 from 727
Change+212 (+29%)
Value$144.3K (-$41.5K)
Filed 2026-10-29
Laurion Capital Management LP
NEW
Shares912
Change+912
Value$140.2K
Filed 2026-10-30
West Branch Capital LLC
INCREASED
Shares878 from 877
Change+1 (+0%)
Value$135.0K (-$89.1K)
Filed 2026-10-20
Kozak & Associates, Inc.
INCREASED
Shares855 from 213
Change+642 (+301%)
Value$112.2K (+$65.2K)
Filed 2026-10-29
Hughes Financial Services, LLC
DECREASED
Shares854 from 893
Change-39 (-4%)
Value$110.1K (-$118.0K)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
INCREASED
Shares851 from 773
Change+78 (+10%)
Value$130.9K (-$66.6K)
Filed 2026-10-20
Heritage Family Offices, LLP
DECREASED
Shares842 from 1,037
Change-195 (-19%)
Value$129.5K (-$135.4K)
Filed 2026-11-02
High Note Wealth, LLC
INCREASED
Shares835 from 773
Change+62 (+8%)
Value$128.4K (-$69.1K)
Filed 2026-10-27
Center for Financial Planning, Inc.
INCREASED
Shares832 from 220
Change+612 (+278%)
Value$127.9K (+$71.7K)
Filed 2026-10-26
Entrust Financial LLC
INCREASED
Shares806 from 559
Change+247 (+44%)
Value$123.9K (-$18.9K)
Filed 2026-11-04
Laurel Wealth Advisors LLC
DECREASED
Shares776 from 909
Change-133 (-15%)
Value$119.3K (-$112.9K)
Filed 2026-10-27
Winthrop Capital Management, LLC
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$118.1K (-$77.9K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$117.8K (-$51.2K)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$113.9K (-$75.3K)
Filed 2026-10-23
Reap Financial Group, LLC
DECREASED
Shares723 from 884
Change-161 (-18%)
Value$111.1K (-$114.7K)
Filed 2026-11-02
First Premier Bank
INCREASED
Shares700 from 200
Change+500 (+250%)
Value$108.0K (+$57.0K)
Filed 2026-10-13
Asset Planning,Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$107.7K (-$71.2K)
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares658 from 1,383
Change-725 (-52%)
Value$101.0K (-$252.0K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
DECREASED
Shares658 from 711
Change-53 (-7%)
Value$101.2K (-$80.5K)
Filed 2026-10-09
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares637 from 769
Change-132 (-17%)
Value$97.9K (-$98.5K)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
INCREASED
Shares631 from 447
Change+184 (+41%)
Value$97.0K (-$17.3K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
DECREASED
Shares616 from 741
Change-125 (-17%)
Value$94.7K (-$94.6K)
Filed 2026-10-13
Manchester Capital Management LLC
DECREASED
Shares610 from 688
Change-78 (-11%)
Value$93.8K (-$81.9K)
Filed 2026-10-22
Farmers & Merchants Investments Inc
DECREASED
Shares609 from 757
Change-148 (-20%)
Value$93.6K (-$99.7K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
DECREASED
Shares598 from 690
Change-92 (-13%)
Value$92.0K (-$84.3K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$152.7K ($0)
Filed 2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares594 from 1,937
Change-1,343 (-69%)
Value$91.3K (-$403.4K)
Filed 2026-10-26
SJS Investment Consulting Inc.
DECREASED
Shares588 from 935
Change-347 (-37%)
Value$90.4K (-$148.6K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares574 from 537
Change+37 (+7%)
Value$88.3K (-$48.9K)
Filed 2026-10-26
Highline Wealth Partners LLC
INCREASED
Shares569 from 386
Change+183 (+47%)
Value$87.5K (-$11.1K)
Filed 2026-10-19
Putney Financial Group LLC
NEW
Shares563
Change+563
Value$86.6K
Filed 2026-10-30
Trust Co
INCREASED
Shares546 from 459
Change+87 (+19%)
Value$84.0K (-$33.3K)
Filed 2026-10-09
DecisionPoint Financial, LLC
INCREASED
Shares528 from 18
Change+510 (+2833%)
Value$84.7K (+$80.7K)
Filed 2026-10-27
Markowski Investments
INCREASED
Shares528 from 522
Change+6 (+1%)
Value$81.3K (-$52.1K)
Filed 2026-10-30
Goodman Advisory Group, LLC
NEW
Shares510
Change+510
Value$78.4K
Filed 2026-11-02
Hoey Investments, Inc
DECREASED
Shares500 from 6,020
Change-5,520 (-92%)
Value$76.9K (-$1.5M)
Filed 2026-10-29
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$77.0K (-$51.0K)
Filed 2026-11-02
Roxbury Financial LLC
INCREASED
Shares490 from 489
Change+1 (+0%)
Value$75.3K (-$49.5K)
Filed 2026-10-01
State of Wyoming
NEW
Shares487
Change+487
Value$74.9K
Filed 2026-10-28
First Bancorp, Inc
DECREASED
Shares462 from 700
Change-238 (-34%)
Value$71.0K (-$107.8K)
Filed 2026-10-26
Birchbrook, Inc.
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$69.7K (-$46.1K)
Filed 2026-10-14
RMG Wealth Management LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$55.8K (-$19.6K)
Filed 2026-10-26
Ares Financial Consulting, LLC
INCREASED
Shares449 from 444
Change+5 (+1%)
Value$69.0K (-$44.4K)
Filed 2026-10-19
Lynch Investment Planning, LLC
NEW
Shares425
Change+425
Value$65.3K
Filed 2026-10-27
Financial Consulate, Inc
DECREASED
Shares418 from 442
Change-24 (-5%)
Value$64.3K (-$48.6K)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
INCREASED
Shares417 from 409
Change+8 (+2%)
Value$64.0K (-$40.4K)
Filed 2026-10-15
GoalVest Advisory LLC
DECREASED
Shares414 from 419
Change-5 (-1%)
Value$63.7K (-$43.4K)
Filed 2026-10-02
Raleigh Capital Management Inc.
DECREASED
Shares413 from 431
Change-18 (-4%)
Value$63.5K (-$46.5K)
Filed 2026-10-28
Rothwell Investment Advisors, LLC
NEW
Shares411
Change+411
Value$63.2K
Filed 2026-11-06
Sfam, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$61.5K (-$40.7K)
Filed 2026-11-03
Eurizon SLJ Capital Ltd
NEW
Shares397
Change+397
Value$61.0K
Filed 2026-11-06
Washington Trust Advisors, Inc.
DECREASED
Shares395 from 404
Change-9 (-2%)
Value$60.7K (-$42.5K)
Filed 2026-10-22
Gen-Wealth Partners Inc
INCREASED
Shares394 from 355
Change+39 (+11%)
Value$60.6K (-$30.0K)
Filed 2026-11-04
Addison Advisors LLC
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$59.4K (-$39.2K)
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$59.2K (-$39.1K)
Filed 2026-10-15
True Wealth Design, LLC
DECREASED
Shares380 from 392
Change-12 (-3%)
Value$58.4K (-$41.7K)
Filed 2026-10-13
City State Bank
DECREASED
Shares374 from 506
Change-132 (-26%)
Value$57.5K (-$71.7K)
Filed 2026-10-20
Financial Management Professionals, Inc.
INCREASED
Shares350 from 334
Change+16 (+5%)
Value$53.8K (-$31.5K)
Filed 2026-10-23
TFC Financial Management, Inc.
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$53.7K (-$35.5K)
Filed 2026-10-26
Creative Capital Management Investments LLC
DECREASED
Shares346 from 377
Change-31 (-8%)
Value$53.2K (-$43.1K)
Filed 2026-10-28
IMG Wealth Management, Inc.
INCREASED
Shares332 from 319
Change+13 (+4%)
Value$51.0K (-$30.4K)
Filed 2026-10-27
Triumph Capital Management
DECREASED
Shares331 from 366
Change-35 (-10%)
Value$50.9K (-$42.6K)
Filed 2026-10-14
FNY Investment Advisers, LLC
DECREASED
Shares330 from 3,818
Change-3,488 (-91%)
Value$50 (-$975.0K)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares322
Change+322
Value$49.5K
Filed 2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$49.5K (-$32.7K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
DECREASED
Shares319 from 621
Change-302 (-49%)
Value$49.1K (-$109.6K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
INCREASED
Shares317 from 316
Change+1 (+0%)
Value$48.7K (-$32.1K)
Filed 2026-11-02
DT Investment Partners, LLC
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$48.7K (-$32.2K)
Filed 2026-10-27
Joseph Group Capital Management
INCREASED
Shares316 from 267
Change+49 (+18%)
Value$48.6K (-$19.6K)
Filed 2026-11-04
Redwood Park Advisors LLC
NEW
Shares305
Change+305
Value$46.9K
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares293 from 292
Change+1 (+0%)
Value$45.1K (-$29.5K)
Filed 2026-10-16
First Community Trust NA
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$43.1K (-$28.5K)
Filed 2026-10-07
Trust Co of Toledo NA
DECREASED
Shares276 from 423
Change-147 (-35%)
Value$42.4K (-$65.6K)
Filed 2026-10-16
Covestor Ltd
INCREASED
Shares274 from 262
Change+12 (+5%)
Value$42.0K (-$25.0K)
Filed 2026-10-30
Strengthening Families & Communities, LLC
DECREASED
Shares251 from 253
Change-2 (-1%)
Value$38.6K (-$25.9K)
Filed 2026-10-21
Burk Holdings LLC
INCREASED
Shares243 from 206
Change+37 (+18%)
Value$37.4K (-$15.3K)
Filed 2026-11-05
Quintet Private Bank (Europe) S.A.
INCREASED
Shares240 from 75
Change+165 (+220%)
Value$36.9K (+$17.7K)
Filed 2026-10-08
Towne Trust Company, N.a
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$36.4K (-$24.1K)
Filed 2026-10-28
Arlington Trust Co LLC
INCREASED
Shares234 from 8
Change+226 (+2825%)
Value$36.0K (+$33.9K)
Filed 2026-10-20
POM Investment Strategies, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$35.8K (-$23.7K)
Filed 2026-10-20
Sunrise Financial Services, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$35.8K (-$23.7K)
Filed 2026-10-21
Peterson Wealth Management
DECREASED
Shares207 from 363
Change-156 (-43%)
Value$31.9K (-$60.9K)
Filed 2026-11-06
GGM Financial LLC
INCREASED
Shares205 from 204
Change+1 (+0%)
Value$31.5K (-$20.7K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
DECREASED
Shares200 from 506
Change-306 (-60%)
Value$30.8K (-$98.6K)
Filed 2026-10-26
Hickory Point Bank & Trust
DECREASED
Shares200 from 500
Change-300 (-60%)
Value$30.8K (-$97.0K)
Filed 2026-10-01
Advantage Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$30.8K (-$20.3K)
Filed 2026-10-19
Whipplewood Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$30.8K (-$20.3K)
Filed 2026-10-20
Pacifica Partners Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$32.1K (-$7.3K)
Filed 2026-10-09
Elevation Wealth Partners, LLC
DECREASED
Shares195 from 394
Change-199 (-51%)
Value$30.0K (-$70.7K)
Filed 2026-10-07
DiNuzzo Private Wealth, Inc.
DECREASED
Shares180 from 191
Change-11 (-6%)
Value$27.7K (-$21.1K)
Filed 2026-10-16
Toth Financial Advisory Corp
INCREASED
Shares173 from 75
Change+98 (+131%)
Value$26.6K (+$7.4K)
Filed 2026-10-08
University of Texas S AM Investment Management Co
DECREASED
Shares172 from 969
Change-797 (-82%)
Value$26.4K (-$221.1K)
Filed 2026-11-03
Kings Path Partners LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$24.8K (-$16.4K)
Filed 2026-10-21
Western Pacific Wealth Management, LP
NEW
Shares160
Change+160
Value$24.6K
Filed 2026-10-16
Valued Wealth Advisors LLC
DECREASED
Shares160 from 174
Change-14 (-8%)
Value$24.7K (-$19.8K)
Filed 2026-11-05
Downshift Financial, LLC
INCREASED
Shares158 from 153
Change+5 (+3%)
Value$24.3K (-$14.8K)
Filed 2026-10-13
Bare Financial Services, Inc
DECREASED
Shares153 from 169
Change-16 (-9%)
Value$23.5K (-$19.6K)
Filed 2026-11-04
StrongBox Wealth, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$23.1K (-$15.3K)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares149 from 68
Change+81 (+119%)
Value$22.9K (+$5.5K)
Filed 2026-10-15
Marquette Asset Management, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$22.6K (-$14.9K)
Filed 2026-10-09
Proathlete Wealth Management LLC
NEW
Shares145
Change+145
Value$22.3K
Filed 2026-10-15
American Capital Advisory, LLC
INCREASED
Shares145 from 142
Change+3 (+2%)
Value$22.3K (-$14.0K)
Filed 2026-10-28
Rydar Equities, Inc.
NEW
Shares141
Change+141
Value$23.0K
Filed 2026-10-13
Chung Wu Investment Group, LLC
DECREASED
Shares140 from 1,290
Change-1,150 (-89%)
Value$21.5K (-$308.0K)
Filed 2026-11-03
Activest Wealth Management
INCREASED
Shares140 from 136
Change+4 (+3%)
Value$21.5K (-$13.2K)
Filed 2026-10-15
New England Capital Financial Advisors LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$20.3K (-$13.4K)
Filed 2026-11-03
CGC Financial Services, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$20.0K (-$13.2K)
Filed 2026-10-13
Bfsg, LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$19.6K (-$13.0K)
Filed 2026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$19.2K (-$12.7K)
Filed 2026-11-06
Bay Harbor Wealth Management, LLC
DECREASED
Shares120 from 167
Change-47 (-28%)
Value$18.5K (-$24.2K)
Filed 2026-11-03
RHL Group, LLC
DECREASED
Shares117 from 517
Change-400 (-77%)
Value$18.0K (-$113.8K)
Filed 2026-11-04
Torren Management, LLC
INCREASED
Shares117 from 102
Change+15 (+15%)
Value$18.0K (-$8.1K)
Filed 2026-10-29
Advocate Investing Services LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$17.7K (-$11.7K)
Filed 2026-10-26
First Pacific Financial
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$17.7K (-$11.7K)
Filed 2026-10-14
Gleason Group, Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$17.4K (-$11.5K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$17.1K (-$11.3K)
Filed 2026-11-04
MTM Investment Management, LLC
INCREASED
Shares110 from 100
Change+10 (+10%)
Value$16.9K (-$8.6K)
Filed 2026-10-30
Three Bridge Wealth Advisors, LLC
NEW
Shares105
Change+105
Value$16.1K
Filed 2026-11-05
Mosley Wealth Management
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$14.0K (-$11.8K)
Filed 2026-10-16
Reyes Financial Architecture, Inc.
DECREASED
Shares100 from 712
Change-612 (-86%)
Value$15.4K (-$166.5K)
Filed 2026-10-22
Atwood & Palmer Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.4K (-$10.2K)
Filed 2026-10-08
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.4K (-$10.2K)
Filed 2026-11-02
Peoples Financial Services Corp.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.4K (-$10.2K)
Filed 2026-10-20
Maryland Capital Advisors Inc.
DECREASED
Shares96 from 99
Change-3 (-3%)
Value$14.8K (-$10.5K)
Filed 2026-10-15
Vision Financial Markets LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$12.1K (-$4.5K)
Filed 2026-10-22
Evermay Wealth Management LLC
DECREASED
Shares73 from 336
Change-263 (-78%)
Value$11.2K (-$74.6K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
INCREASED
Shares73 from 63
Change+10 (+16%)
Value$11.2K (-$4.9K)
Filed 2026-10-07
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$10.0K (-$6.6K)
Filed 2026-10-07
Miller Global Investments, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$10.0K (-$6.6K)
Filed 2026-10-02
Lodestone Wealth Management LLC
DECREASED
Shares58 from 261
Change-203 (-78%)
Value$8.9K (-$57.8K)
Filed 2026-10-14
Clark Wealth Partners
INCREASED
Shares58 from 39
Change+19 (+49%)
Value$8.9K (-$1.0K)
Filed 2026-10-19
CKW Financial Group
NEW
Shares57
Change+57
Value$9
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
NEW
Shares53
Change+53
Value$8.1K
Filed 2026-11-02
Centerpoint Advisors, LLC
INCREASED
Shares52 from 50
Change+2 (+4%)
Value$8.0K (+$8.0K)
Filed 2026-11-05
Access Investment Management LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$7.8K (-$5.2K)
Filed 2026-10-23
Key Capital Management, Inc
NEW
Shares50
Change+50
Value$7.7K
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares43
Change+43
Value$6.6K
Filed 2026-10-19
Horizon Financial Services, LLC
DECREASED
Shares43 from 91
Change-48 (-53%)
Value$6.6K (-$16.6K)
Filed 2026-11-04
Decker Retirement Planning Inc.
DECREASED
Shares40 from 14,487
Change-14,447 (-100%)
Value$6.2K (-$3.7M)
Filed 2026-10-19
Planning Strategies Inc.
INCREASED
Shares36 from 33
Change+3 (+9%)
Value$5.5K (-$2.9K)
Filed 2026-10-02
Financially Speaking Inc
NEW
Shares31
Change+31
Value$4.8K
Filed 2026-11-05
KFG LLC
NEW
Shares30
Change+30
Value$4.6K
Filed 2026-11-02
IFS Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.6K (-$3.1K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.6K (-$3.0K)
Filed 2026-10-26
Maseco LLP
NEW
Shares28
Change+28
Value$4.3K
Filed 2026-10-27
Meriwether Wealth & Planning, LLC
NEW
Shares26
Change+26
Value$4.0K
Filed 2026-10-13
Monetary Solutions, Ltd
INCREASED
Shares26 from 25
Change+1 (+4%)
Value$4.0K (-$2.4K)
Filed 2026-10-22
Sawyer & Company, Inc
DECREASED
Shares25 from 30
Change-5 (-17%)
Value$3.8K (-$3.8K)
Filed 2026-10-21
Collier Financial
DECREASED
Shares25 from 27
Change-2 (-7%)
Value$3.8K (-$3.0K)
Filed 2026-11-06
First United Bank & Trust
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.8K (-$2.5K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
NEW
Shares20
Change+20
Value$3.1K
Filed 2026-10-09
DeDora Capital, Inc.
NEW
Shares20
Change+20
Value$3.1K
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares19
Change+19
Value$2.9K
Filed 2026-10-27
Aspect Partners, LLC
DECREASED
Shares19 from 24
Change-5 (-21%)
Value$2.9K (-$3.2K)
Filed 2026-10-20
Davis Capital Management
DECREASED
Shares19 from 20
Change-1 (-5%)
Value$2.9K (-$2.2K)
Filed 2026-10-08
Carolina Wealth Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.9K (-$1.9K)
Filed 2026-10-23
IAG Wealth Partners, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.6K (-$1.7K)
Filed 2026-11-06
Ashurst Perkins Coie Trust Co
NEW
Shares16
Change+16
Value$2.5K
Filed 2026-10-15
WestEnd Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.3K (-$1.5K)
Filed 2026-10-27
PayPay Securities Corp
NEW
Shares14
Change+14
Value$2.2K
Filed 2026-10-27
Breakwater Investment Management
DECREASED
Shares13 from 14
Change-1 (-7%)
Value$2.0K (-$1.6K)
Filed 2026-10-20
Mascoma Wealth Management LLC
DECREASED
Shares12 from 13
Change-1 (-8%)
Value$1.8K (-$1.5K)
Filed 2026-10-23
Coston, McIsaac & Partners
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.8K (+$1.8K)
Filed 2026-11-06
Birchwood Financial Partners, Inc.
NEW
Shares10
Change+10
Value$1.5K
Filed 2026-11-02
NBH Bank
NEW
Shares9
Change+9
Value$1.4K
Filed 2026-11-05
Hurley Capital, LLC
DECREASED
Shares9 from 10
Change-1 (-10%)
Value$1.5K (-$986)
Filed 2026-11-05
Align Financial, LLC
NEW
Shares8
Change+8
Value$1.2K
Filed 2026-10-16
Signature Resources Capital Management, LLC
DECREASED
Shares7 from 107
Change-100 (-93%)
Value$1.1K (-$26.3K)
Filed 2026-10-16
Kingdom Financial Group Llc.
INCREASED
Shares7 from 1
Change+6 (+600%)
Value$1.1K (+$821)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
NEW
Shares6
Change+6
Value$923
Filed 2026-11-04
Mechanics Financial Corp
DECREASED
Shares6 from 13
Change-7 (-54%)
Value$923 (-$2.4K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares5
Change+5
Value$769
Filed 2026-10-29
Noble Wealth Management PBC
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$615 (-$662)
Filed 2026-10-01
NorthAvenue LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$616 (-$406)
Filed 2026-10-29
Buck Wealth Strategies, LLC
DECREASED
Shares2 from 56
Change-54 (-96%)
Value$287 (-$14.0K)
Filed 2026-10-28
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$308 (-$203)
Filed 2026-10-15
Virtus Wealth Solutions LLC
CLOSED
Shares0 from 99,450
Change-99,450 (-100%)
Value$0 (-$25.4M)
Filed 2026-11-03
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 82,900
Change-82,900 (-100%)
Value$0 (-$21.2M)
Filed 2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
CLOSED
Shares0 from 69,258
Change-69,258 (-100%)
Value$0 (-$17.7M)
Filed 2026-10-21
Geneva Partners, LLC
CLOSED
Shares0 from 49,702
Change-49,702 (-100%)
Value$0 (-$12.7M)
Filed 2026-10-26
TB Alternative Assets Ltd.
CLOSED
Shares0 from 46,800
Change-46,800 (-100%)
Value$0 (-$12.0M)
Filed 2026-10-16
VMS Asset Management Limited
CLOSED
Shares0 from 37,762
Change-37,762 (-100%)
Value$0 (-$9.6M)
Filed 2026-10-15
Union Bancaire Privee, UBP SA
CLOSED
Shares0 from 37,762
Change-37,762 (-100%)
Value$0 (-$7.8M)
Filed 2026-11-04
Artemis Wealth Advisors, LLC
CLOSED
Shares0 from 26,500
Change-26,500 (-100%)
Value$0 (-$6.8M)
Filed 2026-11-05
Wellington Shields & Co., LLC
CLOSED
Shares0 from 25,603
Change-25,603 (-100%)
Value$0 (-$6.5M)
Filed 2026-11-03
Atlatl Advisers LLC
CLOSED
Shares0 from 23,349
Change-23,349 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-22
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 20,398
Change-20,398 (-100%)
Value$0 (-$5.2M)
Filed 2026-11-03
Triglav Investments, D.O.O.
CLOSED
Shares0 from 20,361
Change-20,361 (-100%)
Value$0 (-$5.2M)
Filed 2026-11-06
Patton Fund Management, Inc.
CLOSED
Shares0 from 16,511
Change-16,511 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-13
Hennessy Advisors Inc
CLOSED
Shares0 from 15,086
Change-15,086 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-28
Retireful, LLC
CLOSED
Shares0 from 15,029
Change-15,029 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-09
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 13,586
Change-13,586 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-09
Castle Rock Wealth Management, LLC
CLOSED
Shares0 from 11,558
Change-11,558 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-09
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 10,800
Change-10,800 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-04
Check Capital Management Inc
CLOSED
Shares0 from 10,100
Change-10,100 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-05
WD Rutherford LLC
CLOSED
Shares0 from 9,625
Change-9,625 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-26
Park Capital Management, LLC / WI
CLOSED
Shares0 from 9,175
Change-9,175 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-13
REX Advisers, LLC
CLOSED
Shares0 from 8,300
Change-8,300 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-08
Parametrica Management Ltd
CLOSED
Shares0 from 7,839
Change-7,839 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-27
Focused Alpha, LLC
CLOSED
Shares0 from 7,690
Change-7,690 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-20
JSF Financial, LLC
CLOSED
Shares0 from 7,554
Change-7,554 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-22
Algebris (UK) LTD
CLOSED
Shares0 from 6,783
Change-6,783 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-06
Kingsman Wealth Management, Inc.
CLOSED
Shares0 from 6,688
Change-6,688 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-13
Washburn Capital Management, Inc.
CLOSED
Shares0 from 6,585
Change-6,585 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-19
Stone Wealth Partners
CLOSED
Shares0 from 5,659
Change-5,659 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Trek Financial, LLC
CLOSED
Shares0 from 5,486
Change-5,486 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-29
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED
Shares0 from 5,019
Change-5,019 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Donoghue Forlines LLC
CLOSED
Shares0 from 4,149
Change-4,149 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Cynosure Group, LLC
CLOSED
Shares0 from 3,803
Change-3,803 (-100%)
Value$0 (-$971.4K)
Filed 2026-11-03
Csenge Advisory Group
CLOSED
Shares0 from 3,686
Change-3,686 (-100%)
Value$0 (-$941.4K)
Filed 2026-11-04
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$894.0K)
Filed 2026-11-03
Brick & Kyle, Associates
CLOSED
Shares0 from 3,395
Change-3,395 (-100%)
Value$0 (-$461.6K)
Filed 2026-11-05
Norris Perne & French LLP
CLOSED
Shares0 from 3,201
Change-3,201 (-100%)
Value$0 (-$817.7K)
Filed 2026-10-23
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 3,100
Change-3,100 (-100%)
Value$0 (-$791.9K)
Filed 2026-10-07
Wealth Science Advisors LLC
CLOSED
Shares0 from 2,566
Change-2,566 (-100%)
Value$0 (-$655.4K)
Filed 2026-10-09
Family Investment Center, Inc.
CLOSED
Shares0 from 2,440
Change-2,440 (-100%)
Value$0 (-$623.2K)
Filed 2026-10-19
Monument Capital Management
CLOSED
Shares0 from 2,359
Change-2,359 (-100%)
Value$0 (-$602.6K)
Filed 2026-10-09
AAF Wealth Management, LLC
CLOSED
Shares0 from 2,348
Change-2,348 (-100%)
Value$0 (-$599.7K)
Filed 2026-10-28
Tabr Capital Management, LLC
CLOSED
Shares0 from 2,196
Change-2,196 (-100%)
Value$0 (-$560.9K)
Filed 2026-10-20
City Center Advisors, LLC
CLOSED
Shares0 from 2,057
Change-2,057 (-100%)
Value$0 (-$525.4K)
Filed 2026-10-08
Vertrix Wealth Management, LLC
CLOSED
Shares0 from 2,020
Change-2,020 (-100%)
Value$0 (-$516.0K)
Filed 2026-10-13
Vann Equity Management LLC
CLOSED
Shares0 from 1,887
Change-1,887 (-100%)
Value$0 (-$482.0K)
Filed 2026-10-08
IPG Investment Advisors LLC
CLOSED
Shares0 from 1,821
Change-1,821 (-100%)
Value$0 (-$465.1K)
Filed 2026-10-30
IVC Wealth Advisors LLC
CLOSED
Shares0 from 1,819
Change-1,819 (-100%)
Value$0 (-$464.6K)
Filed 2026-10-23
Summit Securities Group LLC
CLOSED
Shares0 from 1,740
Change-1,740 (-100%)
Value$0 (-$444.4K)
Filed 2026-11-05
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 1,719
Change-1,719 (-100%)
Value$0 (-$439.1K)
Filed 2026-10-30
Wiregrass Investment Management LLC
CLOSED
Shares0 from 1,717
Change-1,717 (-100%)
Value$0 (-$438.5K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 1,686
Change-1,686 (-100%)
Value$0 (-$430.6K)
Filed 2026-10-13
Jeter Robert S II
CLOSED
Shares0 from 1,679
Change-1,679 (-100%)
Value$0 (-$320.5K)
Filed 2026-10-16
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,665
Change-1,665 (-100%)
Value$0 (-$425.3K)
Filed 2026-10-23
Jacobsen Capital Management
CLOSED
Shares0 from 1,627
Change-1,627 (-100%)
Value$0 (-$415.6K)
Filed 2026-10-27
Principle Wealth Partners LLC
CLOSED
Shares0 from 1,586
Change-1,586 (-100%)
Value$0 (-$405.2K)
Filed 2026-11-02
ShoreHaven Wealth Partners, LLC
CLOSED
Shares0 from 1,581
Change-1,581 (-100%)
Value$0 (-$403.8K)
Filed 2026-10-16
Warwick Investment Management, Inc.
CLOSED
Shares0 from 1,549
Change-1,549 (-100%)
Value$0 (-$395.7K)
Filed 2026-10-19
Innova Wealth Partners
CLOSED
Shares0 from 1,506
Change-1,506 (-100%)
Value$0 (-$384.7K)
Filed 2026-10-21
Tucker Asset Management LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$383.1K)
Filed 2026-10-29
Wealth Group, Ltd.
CLOSED
Shares0 from 1,442
Change-1,442 (-100%)
Value$0 (-$368.0K)
Filed 2026-10-30
MFA Wealth Advisors, LLC
CLOSED
Shares0 from 1,437
Change-1,437 (-100%)
Value$0 (-$367.2K)
Filed 2026-10-07
PFG Advisors
CLOSED
Shares0 from 1,435
Change-1,435 (-100%)
Value$0 (-$366.4K)
Filed 2026-10-16
Good Steward Wealth Advisors,LLC
CLOSED
Shares0 from 1,392
Change-1,392 (-100%)
Value$0 (-$355.6K)
Filed 2026-11-06
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 1,376
Change-1,376 (-100%)
Value$0 (-$351.5K)
Filed 2026-10-21
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 1,372
Change-1,372 (-100%)
Value$0 (-$350.5K)
Filed 2026-11-04
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 1,367
Change-1,367 (-100%)
Value$0 (-$349.2K)
Filed 2026-10-09
Sunpointe, LLC
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$347.4K)
Filed 2026-10-22
Curran Financial Partners, LLC
CLOSED
Shares0 from 1,358
Change-1,358 (-100%)
Value$0 (-$346.9K)
Filed 2026-11-04
Retirement Planning Co of New England, Inc.
CLOSED
Shares0 from 1,305
Change-1,305 (-100%)
Value$0 (-$333.4K)
Filed 2026-10-15
Adell Harriman & Carpenter Inc
CLOSED
Shares0 from 1,294
Change-1,294 (-100%)
Value$0 (-$330.5K)
Filed 2026-11-02
Griffin Asset Management, Inc.
CLOSED
Shares0 from 1,292
Change-1,292 (-100%)
Value$0 (-$330.0K)
Filed 2026-10-22
Waldron Private Wealth LLC
CLOSED
Shares0 from 1,284
Change-1,284 (-100%)
Value$0 (-$328.0K)
Filed 2026-11-02
Seneca Financial Advisors LLC
CLOSED
Shares0 from 1,277
Change-1,277 (-100%)
Value$0 (-$326.3K)
Filed 2026-10-28
Grandview Asset Management LLC
CLOSED
Shares0 from 1,270
Change-1,270 (-100%)
Value$0 (-$324.6K)
Filed 2026-10-19
Invested Advisors
CLOSED
Shares0 from 1,258
Change-1,258 (-100%)
Value$0 (-$321.3K)
Filed 2026-10-23
Cherrydale Wealth Management, LLC
CLOSED
Shares0 from 1,257
Change-1,257 (-100%)
Value$0 (-$321.1K)
Filed 2026-10-20
Convergence Financial, LLC
CLOSED
Shares0 from 1,248
Change-1,248 (-100%)
Value$0 (-$318.8K)
Filed 2026-10-27
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 1,247
Change-1,247 (-100%)
Value$0 (-$318.5K)
Filed 2026-10-21
Aspire Private Capital, LLC
CLOSED
Shares0 from 1,240
Change-1,240 (-100%)
Value$0 (-$316.8K)
Filed 2026-11-05
Welch & Forbes LLC
CLOSED
Shares0 from 1,234
Change-1,234 (-100%)
Value$0 (-$315.2K)
Filed 2026-11-04
McGlone Suttner Wealth Management, Inc.
CLOSED
Shares0 from 1,227
Change-1,227 (-100%)
Value$0 (-$313.3K)
Filed 2026-10-13
Ascent Wealth Partners, LLC
CLOSED
Shares0 from 1,220
Change-1,220 (-100%)
Value$0 (-$311.6K)
Filed 2026-10-23
KPP Advisory Services LLC
CLOSED
Shares0 from 1,211
Change-1,211 (-100%)
Value$0 (-$309.3K)
Filed 2026-10-26
Reflection Asset Management
CLOSED
Shares0 from 1,210
Change-1,210 (-100%)
Value$0 (-$309.1K)
Filed 2026-10-28
Purkiss Capital Advisors LLC
CLOSED
Shares0 from 1,208
Change-1,208 (-100%)
Value$0 (-$308.6K)
Filed 2026-11-06
Investment Partners Asset Management, Inc.
CLOSED
Shares0 from 1,205
Change-1,205 (-100%)
Value$0 (-$307.8K)
Filed 2026-10-09
Cohen Investment Advisors LLC
CLOSED
Shares0 from 1,205
Change-1,205 (-100%)
Value$0 (-$307.8K)
Filed 2026-10-20
Altfest L J & Co Inc
CLOSED
Shares0 from 1,202
Change-1,202 (-100%)
Value$0 (-$307.0K)
Filed 2026-10-27
Brandywine OAK Private Wealth LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$306.5K)
Filed 2026-10-23
Abundance Wealth Counselors
CLOSED
Shares0 from 1,198
Change-1,198 (-100%)
Value$0 (-$306.0K)
Filed 2026-10-26
Eagle Wealth Strategies LLC
CLOSED
Shares0 from 1,198
Change-1,198 (-100%)
Value$0 (-$305.9K)
Filed 2026-10-20
Eley Financial Management, Inc
CLOSED
Shares0 from 1,197
Change-1,197 (-100%)
Value$0 (-$305.8K)
Filed 2026-11-03
Single Point Partners, LLC
CLOSED
Shares0 from 1,185
Change-1,185 (-100%)
Value$0 (-$302.7K)
Filed 2026-10-19
Piedmont Capital Management, LLC
CLOSED
Shares0 from 1,182
Change-1,182 (-100%)
Value$0 (-$301.9K)
Filed 2026-10-21
Telos Capital Management, Inc.
CLOSED
Shares0 from 1,177
Change-1,177 (-100%)
Value$0 (-$300.6K)
Filed 2026-11-02
Wetzel Investment Advisors, Inc.
CLOSED
Shares0 from 1,174
Change-1,174 (-100%)
Value$0 (-$299.9K)
Filed 2026-10-13
Arlington Capital Management Inc
CLOSED
Shares0 from 1,173
Change-1,173 (-100%)
Value$0 (-$299.6K)
Filed 2026-10-30
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 1,170
Change-1,170 (-100%)
Value$0 (-$298.9K)
Filed 2026-10-27
SWP Financial LLC
CLOSED
Shares0 from 1,159
Change-1,159 (-100%)
Value$0 (-$296.0K)
Filed 2026-10-23
Wright Wealth LLC
CLOSED
Shares0 from 1,158
Change-1,158 (-100%)
Value$0 (-$295.8K)
Filed 2026-10-29
Allen Capital Group, LLC
CLOSED
Shares0 from 1,158
Change-1,158 (-100%)
Value$0 (-$295.8K)
Filed 2026-10-27
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 1,157
Change-1,157 (-100%)
Value$0 (-$295.5K)
Filed 2026-10-14
Tilia Fiduciary Partners, Inc.
CLOSED
Shares0 from 1,155
Change-1,155 (-100%)
Value$0 (-$295.0K)
Filed 2026-10-09
Reynders McVeigh Capital Management, LLC
CLOSED
Shares0 from 1,154
Change-1,154 (-100%)
Value$0 (-$295.0K)
Filed 2026-10-30
Broadway Wealth Solutions, Inc.
CLOSED
Shares0 from 1,148
Change-1,148 (-100%)
Value$0 (-$293.2K)
Filed 2026-10-21
Long Island Wealth Management, Inc.
CLOSED
Shares0 from 1,147
Change-1,147 (-100%)
Value$0 (-$293.0K)
Filed 2026-10-20
Net Worth Advisory Group
CLOSED
Shares0 from 1,138
Change-1,138 (-100%)
Value$0 (-$290.7K)
Filed 2026-10-20
One Day In July LLC
CLOSED
Shares0 from 1,128
Change-1,128 (-100%)
Value$0 (-$288.1K)
Filed 2026-10-30
Client 1ST Advisory Group, LLC
CLOSED
Shares0 from 1,124
Change-1,124 (-100%)
Value$0 (-$287.1K)
Filed 2026-10-19
Clearwater Capital Advisors, LLC
CLOSED
Shares0 from 1,120
Change-1,120 (-100%)
Value$0 (-$286.1K)
Filed 2026-11-06
Convergence Investment Partners, LLC
CLOSED
Shares0 from 1,118
Change-1,118 (-100%)
Value$0 (-$285.6K)
Filed 2026-10-28
TopTier Wealth Management, LLC
CLOSED
Shares0 from 1,117
Change-1,117 (-100%)
Value$0 (-$285.3K)
Filed 2026-10-16
Cogent Private Wealth, Inc.
CLOSED
Shares0 from 1,112
Change-1,112 (-100%)
Value$0 (-$284.0K)
Filed 2026-11-06
Cutler Investment Counsel LLC
CLOSED
Shares0 from 1,110
Change-1,110 (-100%)
Value$0 (-$283.5K)
Filed 2026-10-28
Momentous Wealth Management, Inc.
CLOSED
Shares0 from 1,108
Change-1,108 (-100%)
Value$0 (-$283.0K)
Filed 2026-10-21
Weaver Consulting Group
CLOSED
Shares0 from 1,103
Change-1,103 (-100%)
Value$0 (-$281.8K)
Filed 2026-10-07
Benin Management Corp
CLOSED
Shares0 from 1,101
Change-1,101 (-100%)
Value$0 (-$281.2K)
Filed 2026-10-22
Hall Laurie J Trustee
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$281.0K)
Filed 2026-10-06
Renaissance Investment Group LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$281.0K)
Filed 2026-10-28
Enterprise Financial Services Corp
CLOSED
Shares0 from 1,095
Change-1,095 (-100%)
Value$0 (-$279.7K)
Filed 2026-11-03
JB Capital LLC
CLOSED
Shares0 from 1,093
Change-1,093 (-100%)
Value$0 (-$279.1K)
Filed 2026-10-19
Veltria Advisors Corp.
CLOSED
Shares0 from 1,075
Change-1,075 (-100%)
Value$0 (-$274.6K)
Filed 2026-11-05
West Wealth Group, LLC
CLOSED
Shares0 from 1,069
Change-1,069 (-100%)
Value$0 (-$273.1K)
Filed 2026-10-14
AdviceOne Advisory Services, LLC
CLOSED
Shares0 from 1,063
Change-1,063 (-100%)
Value$0 (-$271.6K)
Filed 2026-10-19
Badgley Phelps Wealth Managers, LLC
CLOSED
Shares0 from 1,061
Change-1,061 (-100%)
Value$0 (-$271.0K)
Filed 2026-10-22
MRA Advisory Group
CLOSED
Shares0 from 1,059
Change-1,059 (-100%)
Value$0 (-$270.5K)
Filed 2026-10-07
Stablepoint Partners, LLC
CLOSED
Shares0 from 1,057
Change-1,057 (-100%)
Value$0 (-$270.0K)
Filed 2026-11-03
Sendero Wealth Management, LLC
CLOSED
Shares0 from 1,054
Change-1,054 (-100%)
Value$0 (-$269.2K)
Filed 2026-10-14
Epiq Partners, LLC
CLOSED
Shares0 from 1,054
Change-1,054 (-100%)
Value$0 (-$269.2K)
Filed 2026-10-07
Centurion Wealth Management LLC
CLOSED
Shares0 from 1,041
Change-1,041 (-100%)
Value$0 (-$265.9K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$266.0K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,037
Change-1,037 (-100%)
Value$0 (-$264.9K)
Filed 2026-10-27
Dupree Financial Group, LLC
CLOSED
Shares0 from 1,032
Change-1,032 (-100%)
Value$0 (-$263.6K)
Filed 2026-10-09
Marin Bay Wealth Advisors, LLC
CLOSED
Shares0 from 1,024
Change-1,024 (-100%)
Value$0 (-$261.6K)
Filed 2026-10-28
Wolff Financial Management LLC
CLOSED
Shares0 from 1,013
Change-1,013 (-100%)
Value$0 (-$258.8K)
Filed 2026-10-23
Old Mission Investment Co LLC
CLOSED
Shares0 from 1,011
Change-1,011 (-100%)
Value$0 (-$258.3K)
Filed 2026-10-22
Legacy Advisory Services, LLC
CLOSED
Shares0 from 1,006
Change-1,006 (-100%)
Value$0 (-$257.0K)
Filed 2026-10-20
Brady Family Wealth, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.4K)
Filed 2026-11-02
Thayer Financial, L.L.C.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-21
A&I Financial Services, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-15
West Tower Group, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-14
Hourglass Capital, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-26
Ledgewood Wealth Advisors, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-09
Ceera Investments, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.4K)
Filed 2026-11-02
Kirr Marbach & Co LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-20
Amarillo National Bank
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-23
Cornerstone Wealth Advisors, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-16
Hardin Capital Partners, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$253.4K)
Filed 2026-10-09
Legal Advantage Investments, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-13
Delta Capital Management LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$255.0K)
Filed 2026-10-16
Tanager Wealth Management LLP
CLOSED
Shares0 from 999
Change-999 (-100%)
Value$0 (-$255.2K)
Filed 2026-10-19
Bedel Financial Consulting, Inc.
CLOSED
Shares0 from 995
Change-995 (-100%)
Value$0 (-$254.2K)
Filed 2026-11-06
LifePlan Financial, LLC
CLOSED
Shares0 from 988
Change-988 (-100%)
Value$0 (-$252.4K)
Filed 2026-10-13
Alternative Investment Advisors, Llc.
CLOSED
Shares0 from 983
Change-983 (-100%)
Value$0 (-$251.2K)
Filed 2026-11-03
Grantvest Financial Group LLC
CLOSED
Shares0 from 981
Change-981 (-100%)
Value$0 (-$250.6K)
Filed 2026-10-21
Liberty Capital Management, Inc.
CLOSED
Shares0 from 980
Change-980 (-100%)
Value$0 (-$250.3K)
Filed 2026-11-02
Black Diamond Financial, LLC
CLOSED
Shares0 from 980
Change-980 (-100%)
Value$0 (-$250.3K)
Filed 2026-10-26
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 978
Change-978 (-100%)
Value$0 (-$249.8K)
Filed 2026-11-02
Atwater Malick LLC
CLOSED
Shares0 from 977
Change-977 (-100%)
Value$0 (-$249.6K)
Filed 2026-10-15
Phillips Financial Management, LLC
CLOSED
Shares0 from 976
Change-976 (-100%)
Value$0 (-$249.3K)
Filed 2026-10-19
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 975
Change-975 (-100%)
Value$0 (-$249.2K)
Filed 2026-11-02
Gemmer Asset Management LLC
CLOSED
Shares0 from 960
Change-960 (-100%)
Value$0 (-$245.2K)
Filed 2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED
Shares0 from 958
Change-958 (-100%)
Value$0 (-$244.7K)
Filed 2026-11-03
Carmel Capital Partners, LLC
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$244.4K)
Filed 2026-11-03
Hamel Associates, Inc.
CLOSED
Shares0 from 955
Change-955 (-100%)
Value$0 (-$243.9K)
Filed 2026-11-06
Maia Wealth LLC
CLOSED
Shares0 from 952
Change-952 (-100%)
Value$0 (-$243.3K)
Filed 2026-10-19
AGH Wealth Advisors, LLC
CLOSED
Shares0 from 948
Change-948 (-100%)
Value$0 (-$242.1K)
Filed 2026-10-26
Investment Advisory Services Inc
CLOSED
Shares0 from 948
Change-948 (-100%)
Value$0 (-$242.2K)
Filed 2026-10-27
waypoint wealth counsel
CLOSED
Shares0 from 947
Change-947 (-100%)
Value$0 (-$241.9K)
Filed 2026-10-22
Hurlow Wealth Management Group, Inc.
CLOSED
Shares0 from 946
Change-946 (-100%)
Value$0 (-$241.6K)
Filed 2026-10-29
Barton Investment Management
CLOSED
Shares0 from 945
Change-945 (-100%)
Value$0 (-$241.4K)
Filed 2026-10-27
Sigma Investment Counselors Inc
CLOSED
Shares0 from 944
Change-944 (-100%)
Value$0 (-$241.1K)
Filed 2026-10-27
MontVue Capital Management, Inc.
CLOSED
Shares0 from 942
Change-942 (-100%)
Value$0 (-$240.6K)
Filed 2026-10-19
Strid Group, LLC
CLOSED
Shares0 from 939
Change-939 (-100%)
Value$0 (-$240.0K)
Filed 2026-10-28
Falcon Wealth Planning
CLOSED
Shares0 from 939
Change-939 (-100%)
Value$0 (-$239.8K)
Filed 2026-11-06
Fusion Capital, LLC
CLOSED
Shares0 from 939
Change-939 (-100%)
Value$0 (-$239.8K)
Filed 2026-10-28
BankPlus Wealth Management LLC
CLOSED
Shares0 from 938
Change-938 (-100%)
Value$0 (-$239.5K)
Filed 2026-10-13
GR Financial Group, LLC
CLOSED
Shares0 from 934
Change-934 (-100%)
Value$0 (-$238.6K)
Filed 2026-10-27
TSA Wealth Managment LLC
CLOSED
Shares0 from 934
Change-934 (-100%)
Value$0 (-$238.6K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
CLOSED
Shares0 from 929
Change-929 (-100%)
Value$0 (-$237.3K)
Filed 2026-11-02
Opus Capital Group, LLC
CLOSED
Shares0 from 929
Change-929 (-100%)
Value$0 (-$237.0K)
Filed 2026-10-30
Global Assets Advisory, LLC
CLOSED
Shares0 from 928
Change-928 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 926
Change-926 (-100%)
Value$0 (-$236.5K)
Filed 2026-10-13
Pines Wealth Management, LLC
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$235.0K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
CLOSED
Shares0 from 919
Change-919 (-100%)
Value$0 (-$234.7K)
Filed 2026-10-23
Goldstein Advisors, LLC
CLOSED
Shares0 from 918
Change-918 (-100%)
Value$0 (-$234.5K)
Filed 2026-10-15
Traynor Capital Management, Inc.
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-29
Birinyi Associates Inc
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$234.0K)
Filed 2026-10-28
True Private Wealth Advisors
CLOSED
Shares0 from 906
Change-906 (-100%)
Value$0 (-$231.5K)
Filed 2026-10-19
Frederick Financial Consultants, LLC
CLOSED
Shares0 from 904
Change-904 (-100%)
Value$0 (-$230.9K)
Filed 2026-10-29
Patrick Mauro Investment Advisor, Inc.
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$229.9K)
Filed 2026-11-06
American State Bank (Iowa)
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$229.9K)
Filed 2026-11-03
Tctc Holdings, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$229.9K)
Filed 2026-11-02
North Forty Two & Co.
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$229.9K)
Filed 2026-10-19
ARK & TLK Investments, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$229.9K)
Filed 2026-10-20
Moneywise, Inc.
CLOSED
Shares0 from 893
Change-893 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-30
XXI Wealth, LLC
CLOSED
Shares0 from 890
Change-890 (-100%)
Value$0 (-$227.3K)
Filed 2026-10-22
Discipline Wealth Solutions, LLC
CLOSED
Shares0 from 889
Change-889 (-100%)
Value$0 (-$227.1K)
Filed 2026-10-14
Zullo Investment Group, Inc.
CLOSED
Shares0 from 884
Change-884 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-20
BayBridge Capital Group, LLC
CLOSED
Shares0 from 883
Change-883 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-13
Auxano Advisors, LLC
CLOSED
Shares0 from 881
Change-881 (-100%)
Value$0 (-$225.0K)
Filed 2026-11-06
Blodgett Wealth Advisors, LLC
CLOSED
Shares0 from 875
Change-875 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-23
Hill Island Financial LLC
CLOSED
Shares0 from 874
Change-874 (-100%)
Value$0 (-$223.2K)
Filed 2026-10-20
Livet Wealth, LLC
CLOSED
Shares0 from 873
Change-873 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-27
Camden National Bank
CLOSED
Shares0 from 872
Change-872 (-100%)
Value$0 (-$222.7K)
Filed 2026-11-02
Wealth Quarterback LLC
CLOSED
Shares0 from 872
Change-872 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-20
Verum Partners LLC
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$222.1K)
Filed 2026-10-21
Firethorn Wealth Partners, LLC
CLOSED
Shares0 from 869
Change-869 (-100%)
Value$0 (-$222.0K)
Filed 2026-10-14
Warburton Capital Management, LLC
CLOSED
Shares0 from 869
Change-869 (-100%)
Value$0 (-$221.0K)
Filed 2026-11-06
Guardian Capital, LLC
CLOSED
Shares0 from 868
Change-868 (-100%)
Value$0 (-$221.7K)
Filed 2026-11-06
MPS Loria Financial Planners, LLC
CLOSED
Shares0 from 867
Change-867 (-100%)
Value$0 (-$221.5K)
Filed 2026-10-14
Farrell Financial LLC
CLOSED
Shares0 from 865
Change-865 (-100%)
Value$0 (-$221.0K)
Filed 2026-10-16
MBA Advisors LLC
CLOSED
Shares0 from 865
Change-865 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-29
Hamilton Capital, LLC
CLOSED
Shares0 from 862
Change-862 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-08
Bell Bank
CLOSED
Shares0 from 854
Change-854 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-21
Optima Capital LLC
CLOSED
Shares0 from 853
Change-853 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-29
Advisortrust Partners, LLC
CLOSED
Shares0 from 852
Change-852 (-100%)
Value$0 (-$217.6K)
Filed 2026-11-02
Human Investing LLC
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-19
Austin Asset Management Co Inc
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-29
Aletheian Wealth Advisors LLC
CLOSED
Shares0 from 847
Change-847 (-100%)
Value$0 (-$216.3K)
Filed 2026-10-08
Summit Asset Management, LLC
CLOSED
Shares0 from 843
Change-843 (-100%)
Value$0 (-$215.2K)
Filed 2026-11-05
WealthPLAN Partners, LLC
CLOSED
Shares0 from 840
Change-840 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-15
RiverTree Advisors, LLC
CLOSED
Shares0 from 839
Change-839 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-13
AA Financial Advisors, LLC
CLOSED
Shares0 from 835
Change-835 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-19
Sterling Financial Planning, Inc.
CLOSED
Shares0 from 833
Change-833 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-28
Private Client Services, LLC
CLOSED
Shares0 from 829
Change-829 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-02
OFS Enterprise LLC
CLOSED
Shares0 from 827
Change-827 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-16
S&A Financial Services, Inc.
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$210.7K)
Filed 2026-11-03
RM Financial Services, LLC
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$210.7K)
Filed 2026-11-03
Thrive Capital Management, LLC
CLOSED
Shares0 from 824
Change-824 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-28
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 810
Change-810 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-14
Biltmore Family Office, LLC
CLOSED
Shares0 from 805
Change-805 (-100%)
Value$0 (-$205.6K)
Filed 2026-11-03
Ted Buchan & Co
CLOSED
Shares0 from 804
Change-804 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-23
FWG Investments, Llc.
CLOSED
Shares0 from 804
Change-804 (-100%)
Value$0 (-$205.3K)
Filed 2026-11-03
HMV Wealth Advisors, LLC
CLOSED
Shares0 from 802
Change-802 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-27
Excalibur Management Corp
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$204.3K)
Filed 2026-11-02
Seelaus Asset Management LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-14
Alamar Capital Management, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$204.3K)
Filed 2026-11-02
Garrett Wealth Advisory Group, LLC
CLOSED
Shares0 from 795
Change-795 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-22
Crown Wealth Group, LLC
CLOSED
Shares0 from 793
Change-793 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-19
Joseph P. Lucia & Associates, LLC
CLOSED
Shares0 from 791
Change-791 (-100%)
Value$0 (-$202.2K)
Filed 2026-10-30
Smart Wealth LLC
CLOSED
Shares0 from 790
Change-790 (-100%)
Value$0 (-$201.7K)
Filed 2026-11-04
YHB Investment Advisors, Inc.
CLOSED
Shares0 from 787
Change-787 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-08
Howard Capital Management Group, LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$178.8K)
Filed 2026-10-16
Morguard Lincluden Global Investments Ltd
CLOSED
Shares0 from 599
Change-599 (-100%)
Value$0 (-$153.0K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 551
Change-551 (-100%)
Value$0 (-$140.7K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 449
Change-449 (-100%)
Value$0 (-$69.2K)
Filed 2026-10-16
Belvedere Trading LLC
CLOSED
Shares0 from 351
Change-351 (-100%)
Value$0 (-$89.7K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$88.1K)
Filed 2026-11-03
Solstein Capital, LLC
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$80.2K)
Filed 2026-11-02
Waratah Capital Advisors Ltd.
CLOSED
Shares0 from 257
Change-257 (-100%)
Value$0 (-$65.6K)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$37.5K)
Filed 2026-10-26
Paladin Partners, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$19.2K)
Filed 2026-10-06
Bullseye Investment Management, LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-29
Bayforest Capital Ltd
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$8.9K)
Filed 2026-11-03
Navigoe, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$4)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-16
Nvest Wealth Strategies, Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-14
Tower Trust & Investment Co
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$255)
Filed 2026-10-27
BlackRock, Inc.
N/A
Shares— from 65,765,574
Change-65,765,574 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 50,831,214
Change-50,831,214 (-100%)
Value—
State Street Corp
N/A
Shares— from 41,108,384
Change-41,108,384 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 36,016,393
Change-36,016,393 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 24,698,700
Change-24,698,700 (-100%)
Value—
FMR LLC
N/A
Shares— from 24,027,884
Change-24,027,884 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 18,920,070
Change-18,920,070 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 18,730,616
Change-18,730,616 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,134,070
Change-15,134,070 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 13,231,628
Change-13,231,628 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 13,174,194
Change-13,174,194 (-100%)
Value—
Norges Bank
N/A
Shares— from 10,238,257
Change-10,238,257 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,843,159
Change-8,843,159 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 8,428,910
Change-8,428,910 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 6,061,765
Change-6,061,765 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 5,932,726
Change-5,932,726 (-100%)
Value—
Capital World Investors
N/A
Shares— from 5,482,220
Change-5,482,220 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,323,016
Change-5,323,016 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,880,490
Change-4,880,490 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,746,047
Change-4,746,047 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,712,539
Change-4,712,539 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,611,099
Change-4,611,099 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,494,624
Change-4,494,624 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,408,093
Change-4,408,093 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 4,131,872
Change-4,131,872 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,071,307
Change-4,071,307 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 3,220,119
Change-3,220,119 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 3,059,046
Change-3,059,046 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,868,833
Change-2,868,833 (-100%)
Value—
Lone Pine Capital LLC
N/A
Shares— from 2,728,058
Change-2,728,058 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,667,824
Change-2,667,824 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,588,427
Change-2,588,427 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,586,481
Change-2,586,481 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,476,955
Change-2,476,955 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,418,394
Change-2,418,394 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,279,226
Change-2,279,226 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,244,390
Change-2,244,390 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,240,900
Change-2,240,900 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 2,233,999
Change-2,233,999 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 2,232,286
Change-2,232,286 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,210,653
Change-2,210,653 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,124,412
Change-2,124,412 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,747,318
Change-1,747,318 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,700,523
Change-1,700,523 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,671,870
Change-1,671,870 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,537,554
Change-1,537,554 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,529,867
Change-1,529,867 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,512,374
Change-1,512,374 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,479,311
Change-1,479,311 (-100%)
Value—
Aspex Management (HK) Ltd
N/A
Shares— from 1,477,410
Change-1,477,410 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,444,343
Change-1,444,343 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 1,377,592
Change-1,377,592 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,368,026
Change-1,368,026 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,332,907
Change-1,332,907 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,328,672
Change-1,328,672 (-100%)
Value—
Anther Capital Ltd
N/A
Shares— from 1,321,701
Change-1,321,701 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,309,455
Change-1,309,455 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,286,913
Change-1,286,913 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,283,545
Change-1,283,545 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,248,834
Change-1,248,834 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,208,819
Change-1,208,819 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,154,955
Change-1,154,955 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 928,156
Change-928,156 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 914,251
Change-914,251 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 913,991
Change-913,991 (-100%)
Value—
SurgoCap Partners LP
N/A
Shares— from 797,181
Change-797,181 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 792,130
Change-792,130 (-100%)
Value—
XN LP
N/A
Shares— from 766,265
Change-766,265 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 715,294
Change-715,294 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 715,286
Change-715,286 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 707,662
Change-707,662 (-100%)
Value—
Aviva PLC
N/A
Shares— from 704,090
Change-704,090 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 685,829
Change-685,829 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 685,760
Change-685,760 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 680,452
Change-680,452 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 664,072
Change-664,072 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 637,193
Change-637,193 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 628,757
Change-628,757 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 611,694
Change-611,694 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 609,434
Change-609,434 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 600,936
Change-600,936 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 600,885
Change-600,885 (-100%)
Value—
Atalan Capital Partners, LP
N/A
Shares— from 597,300
Change-597,300 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 574,635
Change-574,635 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 574,038
Change-574,038 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 572,281
Change-572,281 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 562,802
Change-562,802 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 561,262
Change-561,262 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 558,421
Change-558,421 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 552,715
Change-552,715 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 533,479
Change-533,479 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 499,695
Change-499,695 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 496,612
Change-496,612 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 479,537
Change-479,537 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 477,677
Change-477,677 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 453,495
Change-453,495 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 449,927
Change-449,927 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 423,892
Change-423,892 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 423,265
Change-423,265 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 410,688
Change-410,688 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 407,351
Change-407,351 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 406,486
Change-406,486 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 402,442
Change-402,442 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 394,058
Change-394,058 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 390,527
Change-390,527 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 388,394
Change-388,394 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 385,665
Change-385,665 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 384,560
Change-384,560 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 383,311
Change-383,311 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 381,715
Change-381,715 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 372,407
Change-372,407 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 368,501
Change-368,501 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 358,663
Change-358,663 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 354,034
Change-354,034 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 353,526
Change-353,526 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 351,925
Change-351,925 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 348,926
Change-348,926 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 343,167
Change-343,167 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 342,654
Change-342,654 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 336,777
Change-336,777 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 331,912
Change-331,912 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 328,433
Change-328,433 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 326,436
Change-326,436 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 325,000
Change-325,000 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 320,755
Change-320,755 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 314,441
Change-314,441 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 310,399
Change-310,399 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 309,546
Change-309,546 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 302,250
Change-302,250 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 294,169
Change-294,169 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 282,359
Change-282,359 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 276,832
Change-276,832 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 273,257
Change-273,257 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 271,829
Change-271,829 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 270,733
Change-270,733 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 268,367
Change-268,367 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 266,776
Change-266,776 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 264,724
Change-264,724 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 263,166
Change-263,166 (-100%)
Value—
Blair William & Co
N/A
Shares— from 257,541
Change-257,541 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 257,056
Change-257,056 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 250,562
Change-250,562 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 248,012
Change-248,012 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 243,975
Change-243,975 (-100%)
Value—
ING Groep NV
N/A
Shares— from 239,593
Change-239,593 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 237,059
Change-237,059 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 236,666
Change-236,666 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 231,765
Change-231,765 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 228,336
Change-228,336 (-100%)
Value—
Minneapolis Portfolio Management Group, LLC
N/A
Shares— from 226,664
Change-226,664 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 212,013
Change-212,013 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 210,350
Change-210,350 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 208,400
Change-208,400 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 206,405
Change-206,405 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 202,308
Change-202,308 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 199,126
Change-199,126 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 198,332
Change-198,332 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 194,564
Change-194,564 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 194,208
Change-194,208 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 190,000
Change-190,000 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 189,076
Change-189,076 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 184,534
Change-184,534 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 184,428
Change-184,428 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 180,986
Change-180,986 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 177,469
Change-177,469 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 176,487
Change-176,487 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 174,534
Change-174,534 (-100%)
Value—
Hel Ved Capital Management Ltd
N/A
Shares— from 172,700
Change-172,700 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 172,269
Change-172,269 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 171,590
Change-171,590 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 171,416
Change-171,416 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 169,498
Change-169,498 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 169,284
Change-169,284 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 166,476
Change-166,476 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 165,000
Change-165,000 (-100%)
Value—
Electron Capital Partners, LLC
N/A
Shares— from 163,766
Change-163,766 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 159,465
Change-159,465 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 156,156
Change-156,156 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 154,382
Change-154,382 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 152,397
Change-152,397 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 151,451
Change-151,451 (-100%)
Value—
United Bank
N/A
Shares— from 148,936
Change-148,936 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 142,388
Change-142,388 (-100%)
Value—
Summitry LLC
N/A
Shares— from 141,305
Change-141,305 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 141,132
Change-141,132 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 141,078
Change-141,078 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 140,474
Change-140,474 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 140,344
Change-140,344 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 139,867
Change-139,867 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 139,807
Change-139,807 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 138,908
Change-138,908 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 138,589
Change-138,589 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 137,870
Change-137,870 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 136,780
Change-136,780 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 136,004
Change-136,004 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 135,591
Change-135,591 (-100%)
Value—
Prudential PLC
N/A
Shares— from 134,589
Change-134,589 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 134,243
Change-134,243 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 132,936
Change-132,936 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 131,888
Change-131,888 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 130,887
Change-130,887 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 127,951
Change-127,951 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 126,115
Change-126,115 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 124,723
Change-124,723 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 123,388
Change-123,388 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 122,962
Change-122,962 (-100%)
Value—
&partners
N/A
Shares— from 122,787
Change-122,787 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 120,042
Change-120,042 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 119,052
Change-119,052 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 118,823
Change-118,823 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 115,562
Change-115,562 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 113,950
Change-113,950 (-100%)
Value—
Commerce Bank
N/A
Shares— from 113,871
Change-113,871 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 111,655
Change-111,655 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 110,261
Change-110,261 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 108,755
Change-108,755 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 107,426
Change-107,426 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 107,378
Change-107,378 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 106,186
Change-106,186 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 106,070
Change-106,070 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 99,995
Change-99,995 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 98,598
Change-98,598 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 97,209
Change-97,209 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 97,001
Change-97,001 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 93,777
Change-93,777 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 92,453
Change-92,453 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 91,742
Change-91,742 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 89,563
Change-89,563 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 88,391
Change-88,391 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 88,230
Change-88,230 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 87,735
Change-87,735 (-100%)
Value—
Motco
N/A
Shares— from 86,304
Change-86,304 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 86,130
Change-86,130 (-100%)
Value—
Allstate Corp
N/A
Shares— from 85,661
Change-85,661 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 85,447
Change-85,447 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 84,725
Change-84,725 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 84,392
Change-84,392 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 83,232
Change-83,232 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 81,476
Change-81,476 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 81,000
Change-81,000 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 79,621
Change-79,621 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 79,355
Change-79,355 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 78,634
Change-78,634 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 78,294
Change-78,294 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 77,934
Change-77,934 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 76,175
Change-76,175 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 74,897
Change-74,897 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 74,253
Change-74,253 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 72,919
Change-72,919 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 72,764
Change-72,764 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 71,796
Change-71,796 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 71,658
Change-71,658 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 71,191
Change-71,191 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 70,579
Change-70,579 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 69,122
Change-69,122 (-100%)
Value—
Wealth High Governance Capital Ltda
N/A
Shares— from 69,014
Change-69,014 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 68,880
Change-68,880 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 68,128
Change-68,128 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 67,830
Change-67,830 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 67,792
Change-67,792 (-100%)
Value—
BNP Paribas
N/A
Shares— from 67,565
Change-67,565 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 67,557
Change-67,557 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 66,495
Change-66,495 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 65,052
Change-65,052 (-100%)
Value—
Riposte Capital LLC
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 61,897
Change-61,897 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 61,314
Change-61,314 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 61,122
Change-61,122 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 61,010
Change-61,010 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 60,956
Change-60,956 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 60,791
Change-60,791 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 59,465
Change-59,465 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 59,412
Change-59,412 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 58,802
Change-58,802 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 58,724
Change-58,724 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 57,606
Change-57,606 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 57,600
Change-57,600 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 56,714
Change-56,714 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 56,672
Change-56,672 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 56,014
Change-56,014 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 55,621
Change-55,621 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 53,992
Change-53,992 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 53,483
Change-53,483 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 53,078
Change-53,078 (-100%)
Value—
IAT Reinsurance Co Ltd.
N/A
Shares— from 52,037
Change-52,037 (-100%)
Value—
Grand Alliance Asset Management Ltd
N/A
Shares— from 51,800
Change-51,800 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 49,289
Change-49,289 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 48,964
Change-48,964 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 48,428
Change-48,428 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 48,097
Change-48,097 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 47,325
Change-47,325 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 46,657
Change-46,657 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 46,280
Change-46,280 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 45,876
Change-45,876 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 45,811
Change-45,811 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 45,622
Change-45,622 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 45,541
Change-45,541 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 45,474
Change-45,474 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 44,790
Change-44,790 (-100%)
Value—
Man Group plc
N/A
Shares— from 44,544
Change-44,544 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 43,466
Change-43,466 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 42,610
Change-42,610 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 42,500
Change-42,500 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 42,407
Change-42,407 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 41,891
Change-41,891 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 41,569
Change-41,569 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 41,459
Change-41,459 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 41,397
Change-41,397 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 41,259
Change-41,259 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 40,399
Change-40,399 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 39,980
Change-39,980 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 39,879
Change-39,879 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 39,393
Change-39,393 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 39,295
Change-39,295 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 39,287
Change-39,287 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 38,873
Change-38,873 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 38,505
Change-38,505 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 38,125
Change-38,125 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 36,879
Change-36,879 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 36,793
Change-36,793 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 35,864
Change-35,864 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 35,828
Change-35,828 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 35,015
Change-35,015 (-100%)
Value—
Dodge & COX
N/A
Shares— from 34,665
Change-34,665 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 34,561
Change-34,561 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 34,250
Change-34,250 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 33,440
Change-33,440 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 33,072
Change-33,072 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 32,792
Change-32,792 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 32,774
Change-32,774 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 32,095
Change-32,095 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 31,858
Change-31,858 (-100%)
Value—
Nwam LLC
N/A
Shares— from 31,715
Change-31,715 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 31,430
Change-31,430 (-100%)
Value—
Potrero Capital Research LLC
N/A
Shares— from 31,177
Change-31,177 (-100%)
Value—
Stephens Inc
N/A
Shares— from 31,161
Change-31,161 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 30,268
Change-30,268 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 29,995
Change-29,995 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 29,940
Change-29,940 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 29,937
Change-29,937 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 29,911
Change-29,911 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 29,738
Change-29,738 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 29,142
Change-29,142 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 28,374
Change-28,374 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 28,319
Change-28,319 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 28,294
Change-28,294 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 28,094
Change-28,094 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 27,121
Change-27,121 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 27,099
Change-27,099 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 27,064
Change-27,064 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 27,040
Change-27,040 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 26,892
Change-26,892 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 26,760
Change-26,760 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 26,730
Change-26,730 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 26,705
Change-26,705 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 26,410
Change-26,410 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 26,310
Change-26,310 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 26,166
Change-26,166 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 26,066
Change-26,066 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 25,940
Change-25,940 (-100%)
Value—
FIL Ltd
N/A
Shares— from 25,819
Change-25,819 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 25,749
Change-25,749 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 25,512
Change-25,512 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 25,110
Change-25,110 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 25,073
Change-25,073 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 24,776
Change-24,776 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 24,425
Change-24,425 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 24,250
Change-24,250 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 23,852
Change-23,852 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 23,681
Change-23,681 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 23,626
Change-23,626 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 23,616
Change-23,616 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 23,600
Change-23,600 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 23,588
Change-23,588 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 23,578
Change-23,578 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 23,470
Change-23,470 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 23,195
Change-23,195 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 22,641
Change-22,641 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 22,437
Change-22,437 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 22,125
Change-22,125 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 21,867
Change-21,867 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 21,725
Change-21,725 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 21,724
Change-21,724 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 21,523
Change-21,523 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 21,410
Change-21,410 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 21,320
Change-21,320 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 21,265
Change-21,265 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 21,225
Change-21,225 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 21,124
Change-21,124 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 21,050
Change-21,050 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 20,824
Change-20,824 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 20,804
Change-20,804 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 20,618
Change-20,618 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 20,606
Change-20,606 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 20,600
Change-20,600 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 20,544
Change-20,544 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 20,505
Change-20,505 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 20,454
Change-20,454 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 20,392
Change-20,392 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 19,856
Change-19,856 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 19,814
Change-19,814 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 19,506
Change-19,506 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 19,325
Change-19,325 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 19,146
Change-19,146 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,857
Change-18,857 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 18,717
Change-18,717 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 18,597
Change-18,597 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 18,550
Change-18,550 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 18,470
Change-18,470 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 18,350
Change-18,350 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 18,296
Change-18,296 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 18,286
Change-18,286 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 18,252
Change-18,252 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 18,251
Change-18,251 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 18,212
Change-18,212 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 18,204
Change-18,204 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 18,172
Change-18,172 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 18,125
Change-18,125 (-100%)
Value—
Capital International LTD
N/A
Shares— from 18,031
Change-18,031 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 17,819
Change-17,819 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 17,815
Change-17,815 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 17,788
Change-17,788 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 17,778
Change-17,778 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 17,718
Change-17,718 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 17,492
Change-17,492 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 17,464
Change-17,464 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,397
Change-17,397 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 17,198
Change-17,198 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 17,130
Change-17,130 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 17,102
Change-17,102 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 17,060
Change-17,060 (-100%)
Value—
Sunstone Asset Management, LP
N/A
Shares— from 17,052
Change-17,052 (-100%)
Value—
Advent Capital Management
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 16,916
Change-16,916 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 16,227
Change-16,227 (-100%)
Value—
Heights Point Management, LP
N/A
Shares— from 16,197
Change-16,197 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 16,158
Change-16,158 (-100%)
Value—
Telligent Fund, LP
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,972
Change-15,972 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 15,890
Change-15,890 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 15,857
Change-15,857 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 15,851
Change-15,851 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 15,838
Change-15,838 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 15,772
Change-15,772 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 15,644
Change-15,644 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 15,548
Change-15,548 (-100%)
Value—
Simmons Bank
N/A
Shares— from 15,492
Change-15,492 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 15,398
Change-15,398 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 15,343
Change-15,343 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 15,311
Change-15,311 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 15,077
Change-15,077 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 15,055
Change-15,055 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 15,030
Change-15,030 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 14,888
Change-14,888 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 14,836
Change-14,836 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 14,667
Change-14,667 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 14,649
Change-14,649 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 14,597
Change-14,597 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 14,343
Change-14,343 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 14,267
Change-14,267 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,068
Change-14,068 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 13,947
Change-13,947 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 13,805
Change-13,805 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 13,789
Change-13,789 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 13,729
Change-13,729 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 13,618
Change-13,618 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 13,502
Change-13,502 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 13,353
Change-13,353 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 13,350
Change-13,350 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 13,294
Change-13,294 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 13,246
Change-13,246 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 13,233
Change-13,233 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 12,988
Change-12,988 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,863
Change-12,863 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 12,483
Change-12,483 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 12,303
Change-12,303 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 12,299
Change-12,299 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 12,249
Change-12,249 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 12,174
Change-12,174 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 12,138
Change-12,138 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 12,005
Change-12,005 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 11,983
Change-11,983 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 11,915
Change-11,915 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 11,758
Change-11,758 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,755
Change-11,755 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,470
Change-11,470 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 11,454
Change-11,454 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 11,451
Change-11,451 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 11,398
Change-11,398 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 11,131
Change-11,131 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,029
Change-11,029 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 10,818
Change-10,818 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 10,728
Change-10,728 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 10,461
Change-10,461 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 10,441
Change-10,441 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 10,369
Change-10,369 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 10,325
Change-10,325 (-100%)
Value—
Hhlr Advisors, Ltd.
N/A
Shares— from 10,266
Change-10,266 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 10,128
Change-10,128 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 10,112
Change-10,112 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 9,824
Change-9,824 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 9,766
Change-9,766 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,716
Change-9,716 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 9,676
Change-9,676 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 9,595
Change-9,595 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 9,579
Change-9,579 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 9,496
Change-9,496 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 9,368
Change-9,368 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 9,363
Change-9,363 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 9,337
Change-9,337 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 9,228
Change-9,228 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 9,226
Change-9,226 (-100%)
Value—
Tribune Investment Group LP
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 9,129
Change-9,129 (-100%)
Value—
WIM Investment Management Ltd
N/A
Shares— from 9,125
Change-9,125 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 8,786
Change-8,786 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 8,784
Change-8,784 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,745
Change-8,745 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 8,740
Change-8,740 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 8,632
Change-8,632 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,531
Change-8,531 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 8,522
Change-8,522 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 8,431
Change-8,431 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 8,408
Change-8,408 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 8,356
Change-8,356 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 8,302
Change-8,302 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 8,176
Change-8,176 (-100%)
Value—
Candelo Capital Management LP
N/A
Shares— from 8,139
Change-8,139 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 8,129
Change-8,129 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,121
Change-8,121 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
SIR Capital Management, L.P.
N/A
Shares— from 8,088
Change-8,088 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 8,055
Change-8,055 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 8,002
Change-8,002 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 7,964
Change-7,964 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 7,913
Change-7,913 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 7,894
Change-7,894 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 7,760
Change-7,760 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 7,730
Change-7,730 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 7,729
Change-7,729 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 7,705
Change-7,705 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 7,672
Change-7,672 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 7,507
Change-7,507 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 7,502
Change-7,502 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 7,415
Change-7,415 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,278
Change-7,278 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 7,216
Change-7,216 (-100%)
Value—
FirstWave Capital Management LLC
N/A
Shares— from 7,133
Change-7,133 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 7,038
Change-7,038 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,998
Change-6,998 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,921
Change-6,921 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 6,817
Change-6,817 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 6,774
Change-6,774 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 6,702
Change-6,702 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 6,672
Change-6,672 (-100%)
Value—
Allianz SE
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,604
Change-6,604 (-100%)
Value—
Firsthand Capital Management, Inc.
N/A
Shares— from 6,460
Change-6,460 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,397
Change-6,397 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 6,375
Change-6,375 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 6,372
Change-6,372 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 6,309
Change-6,309 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,235
Change-6,235 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,169
Change-6,169 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 6,164
Change-6,164 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,082
Change-6,082 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,959
Change-5,959 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 5,938
Change-5,938 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
Ossiam
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 5,650
Change-5,650 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 5,529
Change-5,529 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 5,514
Change-5,514 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 5,445
Change-5,445 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 5,369
Change-5,369 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 5,299
Change-5,299 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 5,291
Change-5,291 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 5,209
Change-5,209 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,184
Change-5,184 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 5,157
Change-5,157 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 5,076
Change-5,076 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 5,071
Change-5,071 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 5,061
Change-5,061 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 4,771
Change-4,771 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 4,722
Change-4,722 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 4,701
Change-4,701 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,689
Change-4,689 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 4,360
Change-4,360 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 4,316
Change-4,316 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 4,212
Change-4,212 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 4,206
Change-4,206 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Calydon Capital
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 4,111
Change-4,111 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Corient IA LP
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,006
Change-4,006 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Brant Point Investment Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 3,892
Change-3,892 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,886
Change-3,886 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 3,746
Change-3,746 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3,734
Change-3,734 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,474
Change-3,474 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Keywise Capital Management (HK) Ltd
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
S&CO Inc
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Ketron Financial
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 976
Change-976 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 950
Change-950 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 890
Change-890 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 850
Change-850 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 846
Change-846 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 835
Change-835 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 835
Change-835 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 818
Change-818 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 816
Change-816 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 815
Change-815 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 799
Change-799 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 797
Change-797 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 795
Change-795 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 795
Change-795 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 785
Change-785 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 758
Change-758 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 703
Change-703 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 590
Change-590 (-100%)
Value—
Toews Corp
N/A
Shares— from 577
Change-577 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 526
Change-526 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 524
Change-524 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 522
Change-522 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 392
Change-392 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 374
Change-374 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 373
Change-373 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 321
Change-321 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 294
Change-294 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 275
Change-275 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Centennial Bank
N/A
Shares— from 215
Change-215 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 196
Change-196 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 142
Change-142 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Rogco, LP
N/A
Shares— from 105
Change-105 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 65
Change-65 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Quarry LP
N/A
Shares— from 60
Change-60 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 50
Change-50 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 41
Change-41 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 35
Change-35 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 32
Change-32 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 28
Change-28 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 21
Change-21 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 10
Change-10 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED18,596,70518,363,394+233,311+1%$4.7B$2.9B-$1.8B2026-11-06
Bank of New York Mellon Corp
DECREASED5,577,7685,915,168-337,400-6%$1.5B$857.6M-$653.3M2026-11-05
Dimensional Fund Advisors LP
DECREASED3,392,0783,535,533-143,455-4%$903.2M$521.8M-$381.4M2026-11-04
Amundi
DECREASED2,804,9883,440,582-635,594-18%$878.8M$431.3M-$447.5M2026-11-06
Deutsche Bank Ag\
DECREASED2,302,9692,398,947-95,978-4%$612.8M$354.1M-$258.7M2026-11-06
Barclays PLC
INCREASED2,267,9631,900,805+367,158+19%$485.5M$348.7M-$136.8M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,060,7461,929,161+131,585+7%$492.8M$316.9M-$175.9M2026-11-05
Citigroup Inc
INCREASED1,950,2581,364,529+585,729+43%$348.5M$299.9M-$48.7M2026-11-04
LPL Financial LLC
INCREASED1,685,6511,580,552+105,099+7%$403.7M$259.2M-$144.5M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,658,1821,715,833-57,651-3%$438.3M$255.0M-$183.3M2026-10-29
Assenagon Asset Management S.A.
INCREASED1,184,005615,352+568,653+92%$157.2M$182.1M+$24.9M2026-10-15
MacKenzie Financial Corp
DECREASED1,036,9081,157,763-120,855-10%$295.7M$159.4M-$136.3M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED846,709854,663-7,954-1%$158.0M$126.8M-$31.2M2026-10-13
Principal Financial Group Inc
DECREASED829,207906,000-76,793-8%$231.4M$127.5M-$103.9M2026-11-02
Reaves W H & Co Inc
INCREASED783,523714,933+68,590+10%$182.6M$120.5M-$62.1M2026-11-06
Aberdeen Group plc
INCREASED744,513650,549+93,964+14%$166.2M$114.5M-$51.7M2026-11-06
AGF Management LTD
DECREASED737,7401,463,448-725,708-50%$373.8M$113.4M-$260.4M2026-11-03
Russell Investments Group, Ltd.
INCREASED726,246684,075+42,171+6%$174.7M$111.9M-$62.8M2026-11-06
Cacti Asset Management LLC
INCREASED703,270680,192+23,078+3%$173.7M$111.6M-$62.1M2026-10-01
Cullen T Bankers, Inc.
DECREASED677,576770,075-92,499-12%$196.7M$104.2M-$92.5M2026-10-28
Fifth Third Bancorp
DECREASED646,545661,164-14,619-2%$168.9M$99.4M-$69.5M2026-11-05
PNC Financial Services Group, Inc.
DECREASED592,061615,029-22,968-4%$157.1M$91.0M-$66.1M2026-11-06
Commonwealth Equity Services, LLC
INCREASED577,256571,603+5,653+1%$146.0M$88.8M-$57.2M2026-11-02
New York State Teachers Retirement System
DECREASED575,217597,598-22,381-4%$152.6M$88.4M-$64.2M2026-10-22
Bahl & Gaynor LLC
DECREASED546,887630,341-83,454-13%$161.0M$84.1M-$76.9M2026-11-05
PFA Pension, Forsikringsaktieselskab
DECREASED485,061503,729-18,668-4%$128.7M$74.6M-$54.1M2026-11-06
Keybank National Association
DECREASED476,210485,398-9,188-2%$124.0M$73.2M-$50.8M2026-11-04
Cookson Peirce & Co Inc
DECREASED458,944879,037-420,093-48%$224.5M$70.6M-$154.0M2026-10-30
Vontobel Holding Ltd.
INCREASED458,668380,969+77,699+20%$97.3M$70.5M-$26.8M2026-10-16
US Bancorp \de\
INCREASED442,493439,094+3,399+1%$112.2M$68.0M-$44.1M2026-11-05
Creative Planning
INCREASED392,617353,552+39,065+11%$90.3M$60.4M-$29.9M2026-11-02
Oppenheimer Asset Management Inc.
INCREASED385,455323,915+61,540+19%$82.7M$59.3M-$23.5M2026-10-27
Swedbank AB
INCREASED379,593345,115+34,478+10%$88.2M$58.4M-$29.8M2026-10-27
Meyer Handelman Co
DECREASED377,855385,938-8,083-2%$98.6M$58.1M-$40.5M2026-10-28
Randolph Co Inc
INCREASED365,886365,734+152+0%$93.4M$56.3M-$37.2M2026-10-23
Pictet Asset Management Holding SA
DECREASED363,867492,628-128,761-26%$125.8M$55.9M-$69.9M2026-11-03
CapWealth Advisors, LLC
DECREASED355,927403,267-47,340-12%$103.0M$54.7M-$48.3M2026-10-05
Asset Management One Co., Ltd.
DECREASED344,955360,939-15,984-4%$92.2M$53.0M-$39.2M2026-10-27
Savant Capital, LLC
INCREASED328,87538,807+290,068+747%$9.8M$50.6M+$40.8M2026-11-06
Burns Matteson Capital Management, LLC
DECREASED310,071311,205-1,1340%$79.5M$47.7M-$31.8M2026-10-16
Corda Investment Management, Llc.
DECREASED308,550313,327-4,777-2%$80.0M$47.4M-$32.6M2026-10-22
AMI Asset Management Corp
INCREASED308,020238,017+70,003+29%$60.8M$47.4M-$13.4M2026-10-20
Truist Financial Corp
INCREASED294,626287,895+6,731+2%$73.5M$45.3M-$28.2M2026-10-30
KBC Group NV
DECREASED294,3651,531,412-1,237,047-81%$391.2M$45.3M-$345.9M2026-10-22
Artemis Investment Management LLP
INCREASED287,046276,358+10,688+4%$70.6M$44.1M-$26.5M2026-10-08
Nykredit A/S
DECREASED282,947296,266-13,319-4%$75.7M$43.5M-$32.2M2026-11-06
Hosking Partners LLP
DECREASED276,103280,442-4,339-2%$71.6M$42.5M-$29.2M2026-10-21
Florida Trust Wealth Management Co
INCREASED275,946268,419+7,527+3%$68.6M$42.4M-$26.1M2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED263,298285,911-22,613-8%$73.0M$40.5M-$32.5M2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED261,460261,983-5230%$66.9M$40.2M-$26.7M2026-11-02
Pinnacle Associates LTD
DECREASED257,751259,947-2,196-1%$66.4M$39.6M-$26.8M2026-10-20
State of New Jersey Common Pension Fund D
INCREASED257,173257,070+103+0%$65.7M$39.5M-$26.1M2026-11-05
J.P. Marvel Investment Advisors, LLC
DECREASED253,942254,244-3020%$64.9M$39.0M-$25.9M2026-11-02
Raiffeisen Bank International AG
INCREASED243,253222,293+20,960+9%$56.8M$38.6M-$18.2M2026-10-28
Apollon Wealth Management, LLC
DECREASED241,023241,930-9070%$61.8M$37.1M-$24.7M2026-10-23
TD Waterhouse Canada Inc.
DECREASED235,419436,618-201,199-46%$96.4M$37.8M-$58.6M2026-10-16
John G Ullman & Associates Inc
DECREASED231,295233,865-2,570-1%$59.7M$35.6M-$24.2M2026-11-04
Provident Investment Management, Inc.
DECREASED230,368240,744-10,376-4%$61.5M$35.4M-$26.1M2026-10-23
Parthenon LLC
DECREASED228,533228,865-3320%$58.5M$35.1M-$23.3M2026-10-22
Czech National Bank
INCREASED227,698222,923+4,775+2%$56.9M$35.0M-$21.9M2026-10-13
Xponance LLC
INCREASED225,353216,192+9,161+4%$55.2M$34.7M-$20.6M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED225,217279,771-54,554-19%$71.5M$34.6M-$36.8M2026-10-15
Oppenheimer & Co Inc
DECREASED223,816236,738-12,922-5%$60.5M$34.4M-$26.1M2026-10-26
Arizona State Retirement System
INCREASED221,440220,483+957+0%$56.3M$34.0M-$22.3M2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED211,827194,224+17,603+9%$49.6M$32.6M-$17.0M2026-11-03
Godsey & Gibb, Inc
INCREASED208,941206,338+2,603+1%$52.7M$32.1M-$20.6M2026-10-14
State of Michigan Retirement System
DECREASED199,099200,499-1,400-1%$51.2M$30.6M-$20.6M2026-10-27
DekaBank Deutsche Girozentrale
INCREASED199,076165,752+33,324+20%$21.5K$31.4K+$9.8K2026-10-27
Baker Avenue Asset Management, LP
INCREASED194,914172,950+21,964+13%$44.2M$30.0M-$14.2M2026-11-06
Swiss Life Asset Management Ltd
DECREASED194,892322,267-127,375-40%$82.3M$30.0M-$52.4M2026-11-03
Daiwa Securities Group Inc.
INCREASED192,925150,239+42,686+28%$38.4M$29.7M-$8.7M2026-10-29
Nisa Investment Advisors, LLC
INCREASED192,492192,407+85+0%$49.1M$29.6M-$19.5M2026-10-20
CIBC Asset Management Inc
INCREASED191,417187,409+4,008+2%$47.9M$29.4M-$18.4M2026-11-05
Naples Global Advisors, LLC
DECREASED190,696194,389-3,693-2%$49.7M$29.3M-$20.3M2026-11-05
SEB Asset Management AB
DECREASED189,536194,243-4,707-2%$49.6M$29.1M-$20.5M2026-11-04
IFM Investors Pty Ltd
INCREASED188,910182,659+6,251+3%$46.7M$29.0M-$17.6M2026-10-14
Strs Ohio
DECREASED188,907210,858-21,951-10%$53.9M$29.0M-$24.8M2026-10-30
Robeco Schweiz AG
DECREASED185,000283,378-98,378-35%$72.4M$28.4M-$43.9M2026-10-23
TCV Trust & Wealth Management, Inc.
DECREASED183,163188,227-5,064-3%$48.1M$28.2M-$19.9M2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED181,082157,030+24,052+15%$40.1M$27.8M-$12.3M2026-10-20
Valley Wealth Managers, Inc.
INCREASED178,430174,990+3,440+2%$44.7M$27.4M-$17.3M2026-10-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED175,085172,983+2,102+1%$44.2M$26.9M-$17.3M2026-11-03
Washington Trust Co
DECREASED171,591178,283-6,692-4%$45.5M$26.4M-$19.2M2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED167,650175,776-8,126-5%$44.9M$25.8M-$19.1M2026-10-19
Retirement Systems of Alabama
INCREASED166,188164,529+1,659+1%$42.0M$25.6M-$16.5M2026-11-04
Gateway Investment Advisers LLC
DECREASED164,175164,937-7620%$42.1M$25.2M-$16.9M2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED162,144144,400+17,744+12%$36.9M$24.9M-$12.0M2026-11-06
Temasek Holdings (Private) Ltd
INCREASED157,86588,833+69,032+78%$22.7M$24.3M+$1.6M2026-10-28
Amalgamated Bank
DECREASED154,635157,095-2,460-2%$40.1M$23.8M-$16.4M2026-10-23
Robeco Institutional Asset Management B.V.
DECREASED154,514166,644-12,130-7%$42.6M$23.8M-$18.8M2026-10-20
Midwest Trust Co
INCREASED152,905151,703+1,202+1%$38.7M$23.5M-$15.2M2026-10-22
ProShare Advisors LLC
INCREASED152,282147,037+5,245+4%$37.6M$23.4M-$14.1M2026-10-29
O'Keefe Stevens Advisory, Inc.
DECREASED150,063153,868-3,805-2%$39.3M$23.1M-$16.2M2026-10-09
Neos Investment Management LLC
INCREASED147,273125,922+21,351+17%$32.2M$22.6M-$9.5M2026-11-04
UniSuper Management Pty Ltd
INCREASED146,742137,886+8,856+6%$35.2M$22.6M-$12.7M2026-10-26
Rakuten Investment Management, Inc.
INCREASED142,476128,755+13,721+11%$32.9M$22.6M-$10.3M2026-10-30
Mesirow Financial Investment Management, Inc.
DECREASED139,659141,385-1,726-1%$36.1M$21.5M-$14.6M2026-11-05
Tufton Capital Management
DECREASED138,327143,707-5,380-4%$36.7M$21.3M-$15.4M2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED137,753210,347-72,594-35%$53.7M$21.3M-$32.5M2026-11-06
Hartline Investment Corp/
DECREASED136,932228,151-91,219-40%$58.3M$21.1M-$37.2M2026-10-29
Lido Advisors, LLC
INCREASED136,483131,043+5,440+4%$33.5M$21.0M-$12.5M2026-11-04
Fiera Capital Corp
NEW135,474—+135,474——$20.8M—2026-11-06
Assetmark, Inc
INCREASED131,99381,342+50,651+62%$20.8M$20.3M-$481.9K2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
INCREASED131,10958,278+72,831+125%$14.9M$20.2M+$5.3M2026-10-22
Viking Fund Management LLC
UNCHANGED130,000130,00000%$33.2M$20.0M-$13.2M2026-10-14
Mn Services Vermogensbeheer B.V.
UNCHANGED128,700128,70000%$32.9M$19.8M-$13.1M2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED128,538117,671+10,867+9%$26.0M$20.6M-$5.3M2026-11-04
Hanson & Doremus Investment Management
DECREASED126,266128,087-1,821-1%$32.7M$19.4M-$13.3M2026-10-16
Ethic Inc.
DECREASED120,725138,317-17,592-13%$35.3M$18.6M-$16.8M2026-11-03
OP Asset Management Ltd
INCREASED120,13888,841+31,297+35%$22.7M$18.5M-$4.2M2026-11-05
New York Life Investment Management LLC
INCREASED118,645116,388+2,257+2%$29.7M$18.2M-$11.5M2026-11-04
Valicenti Advisory Services Inc
INCREASED115,012112,618+2,394+2%$28.8M$17.7M-$11.1M2026-10-23
Illinois Municipal Retirement Fund
DECREASED113,044115,458-2,414-2%$29.5M$17.4M-$12.1M2026-11-05
Kwmg, LLC
DECREASED107,103111,488-4,385-4%$28.5M$16.5M-$12.0M2026-10-07
Citizens Financial Group Inc
INCREASED106,845106,412+433+0%$27.2M$16.4M-$10.8M2026-10-23
Eliot Finkel Investment Counsel, LLC
DECREASED104,900105,350-4500%$26.9M$16.1M-$10.8M2026-11-03
Founders Capital Management
DECREASED104,859105,013-1540%$26.8M$16.1M-$10.7M2026-10-13
Concurrent Investment Advisors, LLC
INCREASED103,57748,540+55,037+113%$12.4M$15.9M+$3.5M2026-10-16
Virginia Retirement Systems ET Al
INCREASED100,10480,004+20,100+25%$20.4M$15.4M-$5.0M2026-10-28
Williams Jones Wealth Management, Llc.
INCREASED99,71594,580+5,135+5%$24.2M$15.3M-$8.8M2026-11-05
CWA Asset Management Group, LLC
INCREASED98,64497,057+1,587+2%$24.8M$15.2M-$9.6M2026-10-19
Oregon Public Employees Retirement Fund
INCREASED97,50096,300+1,200+1%$24.6M$15.0M-$9.6M2026-10-30
Mutual of America Capital Management LLC
INCREASED97,25791,404+5,853+6%$23.3M$15.0M-$8.4M2026-10-23
Payden & Rygel
DECREASED96,700124,800-28,100-23%$31.9M$14.9M-$17.0M2026-10-28
ASR Vermogensbeheer N.V.
DECREASED95,72699,611-3,885-4%$25.4M$14.7M-$10.7M2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED93,50495,162-1,658-2%$24.3M$14.4M-$9.9M2026-10-27
Avanza Fonder AB
INCREASED93,17082,927+10,243+12%$21.2M$14.3M-$6.9M2026-10-13
Cornerstone Advisors, LLC
UNCHANGED93,09693,09600%$23.8M$14.3M-$9.5M2026-11-06
First Financial Bank - Trust Division
INCREASED92,11489,150+2,964+3%$22.8M$14.2M-$8.6M2026-10-01
Marathon Capital Management
DECREASED91,11292,961-1,849-2%$23.7M$14.0M-$9.7M2026-10-23
Kornitzer Capital Management Inc
DECREASED91,00794,514-3,507-4%$24.1M$14.0M-$10.1M2026-11-03
Kestra Advisory Services, LLC
INCREASED86,84274,243+12,599+17%$19.0M$13.4M-$5.6M2026-11-02
Stackstone Wealth, LLC
NEW86,249—+86,249——$13.3M—2026-10-19
Security National Bank
INCREASED85,67383,070+2,603+3%$21.2M$13.2M-$8.0M2026-10-26
D.A. Davidson & Co.
INCREASED85,50383,537+1,966+2%$21.3M$13.1M-$8.2M2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED82,16381,022+1,141+1%$20.7M$12.6M-$8.1M2026-10-14
NovaPoint Capital, LLC
DECREASED80,63281,611-979-1%$20.8M$12.4M-$8.4M2026-10-22
Prospera Financial Services Inc
DECREASED80,122123,981-43,859-35%$31.7M$9.9M-$21.8M2026-11-04
Old Port Advisors
DECREASED79,23580,112-877-1%$20.5M$12.2M-$8.3M2026-10-23
Farther Finance Advisors, LLC
INCREASED77,23869,668+7,570+11%$17.8M$11.9M-$5.9M2026-10-08
State of Alaska, Department of Revenue
DECREASED75,06976,737-1,668-2%$19.6M$11.5M-$8.1M2026-10-15
Globalt Investments LLC / GA
DECREASED74,87293,040-18,168-20%$23.8M$11.5M-$12.3M2026-10-27
Benedict Financial Advisors Inc
DECREASED72,13775,503-3,366-4%$19.3M$11.1M-$8.2M2026-10-07
Werlinich Asset Management, LLC
INCREASED70,96870,880+88+0%$18.1M$10.9M-$7.2M2026-10-09
Atria Investments, Inc
INCREASED68,70768,378+329+0%$17.5M$10.6M-$6.9M2026-10-15
Acorn Financial Advisory Services Inc
INCREASED68,61549,573+19,042+38%$12.7M$10.6M-$2.1M2026-11-02
Kestra Private Wealth Services, LLC
DECREASED68,45874,489-6,031-8%$19.0M$10.5M-$8.5M2026-11-06
Neville Rodie & Shaw Inc
DECREASED66,94968,774-1,825-3%$17.6M$10.3K-$17.6M2026-10-05
Yousif Capital Management, LLC
INCREASED66,81966,689+130+0%$17.0M$10.3M-$6.8M2026-10-22
ABN Amro Investment Solutions
INCREASED66,81250,766+16,046+32%$13.0M$10.3M-$2.7M2026-10-21
Aware Super Pty Ltd as trustee of Aware Super
NEW65,934—+65,934——$10.1M—2026-10-30
Motley Fool Asset Management LLC
INCREASED65,58550,029+15,556+31%$12.8M$10.1M-$2.7M2026-10-27
Cullen Investment Group, Ltd.
DECREASED65,31366,874-1,561-2%$17.1M$9.6M-$7.5M2026-10-13
Weatherly Asset Management L. P.
DECREASED65,03667,241-2,205-3%$17.2M$10.0M-$7.2M2026-10-20
Hunter Associates Investment Management LLC
DECREASED64,79565,524-729-1%$16.7M$10.0M-$6.8M2026-10-26
Strategy Asset Managers LLC
DECREASED63,72663,734-80%$16.3M$9.8M-$6.5M2026-10-14
Chemung Canal Trust Co
DECREASED62,78267,812-5,030-7%$17.3M$9.7M-$7.7M2026-11-04
Candriam S.C.A.
INCREASED62,52261,781+741+1%$15.8M$9.6M-$6.1M2026-11-03
Carret Asset Management, LLC
DECREASED62,14563,135-990-2%$16.1M$9.6M-$6.6M2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED61,89361,89300%$15.8M$9.5M-$6.3M2026-10-20
Vest Financial, LLC
INCREASED61,75440,433+21,321+53%$10.3M$9.5M-$832.5K2026-10-21
HB Wealth Management, LLC
DECREASED59,56665,576-6,010-9%$16.8M$9.2M-$7.6M2026-10-23
Merit Financial Group, LLC
INCREASED58,90258,401+501+1%$14.9M$9.1M-$5.9M2026-11-06
SS&H Financial Advisors, Inc.
DECREASED58,71760,217-1,500-2%$15.4M$9.0M-$6.4M2026-10-28
Carnegie Investment Counsel
INCREASED57,39854,324+3,074+6%$13.9M$8.8M-$5.1M2026-10-20
Culbertson A N & Co Inc
DECREASED57,37458,307-933-2%$14.9M$8.8M-$6.1M2026-10-21
StoneX Group Inc.
INCREASED55,98950,242+5,747+11%$12.8M$8.6M-$4.2M2026-11-03
MGO One Seven LLC
DECREASED55,73162,080-6,349-10%$15.9M$8.6M-$7.3M2026-10-28
Avaii Wealth Management, LLC
INCREASED55,49450,513+4,981+10%$12.9M$9.1M-$3.8M2026-10-09
Riggs Asset Managment Co. Inc.
DECREASED55,31262,776-7,464-12%$16.0M$8.5M-$7.5M2026-11-05
RED Cedar Investment Management, LLC
UNCHANGED54,67754,67700%$14.0M$8.4M-$5.6M2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED53,36250,141+3,221+6%$12.8M$8.2M-$4.6M2026-10-21
Unicom Systems, Inc.
UNCHANGED53,30053,30000%$13.6M$8.2M-$5.4M2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED53,04249,467+3,575+7%$12.6M$8.2M-$4.5M2026-10-19
Bonness Enterprises Inc
UNCHANGED52,80052,80000%$13.5M$8.1M-$5.4M2026-10-08
Consolidated Capital Management, LLC
INCREASED51,80851,349+459+1%$13.1M$8.0M-$5.2M2026-10-13
Marietta Wealth Management, LLC
DECREASED51,06154,010-2,949-5%$13.8M$7.2M-$6.6M2026-10-22
Grandfield & Dodd, LLC
INCREASED50,17647,126+3,050+6%$12.0M$7.7M-$4.3M2026-10-29
Thrivent Financial for Lutherans
DECREASED49,46151,409-1,948-4%$13.1M$6.2M-$6.9M2026-11-05
King Luther Capital Management Corp
DECREASED48,84950,424-1,575-3%$12.9M$7.5M-$5.4M2026-11-05
Crystal Rock Capital Management
INCREASED48,46022,700+25,760+113%$5.8M$7.5M+$1.7M2026-10-28
Maryland State Retirement & Pension System
INCREASED48,04542,711+5,334+12%$10.9M$7.4M-$3.5M2026-11-05
Silver Lake Advisory, LLC
DECREASED47,95948,943-984-2%$12.5M$7.4M-$5.1M2026-10-22
Achmea Investment Management B.V.
NEW46,943—+46,943——$7.2M—2026-10-30
IFP Advisors, Inc
INCREASED46,70343,864+2,839+6%$11.2M$7.2M-$4.0M2026-10-16
Community Bank, N.A.
DECREASED46,67851,539-4,861-9%$13.2M$7.2M-$6.0M2026-11-06
J.W. Cole Advisors, Inc.
DECREASED46,23854,099-7,861-15%$13.8M$7.1M-$6.7M2026-11-05
Nations Financial Group Inc,
INCREASED45,58045,238+342+1%$11.6M$7.0M-$4.5M2026-11-05
Beese Fulmer Investment Management, Inc.
INCREASED45,4946,228+39,266+630%$1.6M$7.0M+$5.4M2026-10-23
Stonebridge Financial Group, LLC
INCREASED45,45343,126+2,327+5%$11.0M$7.0M-$4.0M2026-10-01
Old Second National Bank of Aurora
DECREASED45,43646,216-780-2%$11.8M$7.0M-$4.8M2026-10-22
Parkside Investments, LLC
DECREASED45,23454,479-9,245-17%$13.9M$7.0M-$7.0M2026-10-20
Jacobs & Co
DECREASED44,88345,343-460-1%$11.6M$6.9M-$4.7M2026-10-09
Vise Technologies, Inc.
INCREASED44,47340,530+3,943+10%$10.4M$6.8M-$3.5M2026-10-29
KCM Investment Advisors LLC
DECREASED43,63644,786-1,150-3%$11.4M$6.7M-$4.7M2026-10-27
Hartford Investment Management Co
DECREASED42,40643,333-927-2%$11.1M$6.5M-$4.5M2026-11-04
Moors & Cabot, Inc.
DECREASED42,38343,836-1,453-3%$11.2M$6.5M-$4.7M2026-11-06
Compass Wealth Management LLC
DECREASED42,18642,902-716-2%$11.0M$6.5M-$4.5M2026-10-22
B. Metzler seel. Sohn & Co. AG
INCREASED41,49526,397+15,098+57%$6.7M$6.4M-$362.3K2026-10-30
Allworth Financial LP
INCREASED41,28036,284+4,996+14%$9.3M$10.5M+$1.3M2026-11-06
Central Pacific Bank - Trust Division
DECREASED41,05042,601-1,551-4%$10.9M$6.3M-$4.6M2026-10-06
Penobscot Investment Management Company, Inc.
INCREASED40,96938,189+2,780+7%$9.8M$6.3M-$3.5M2026-10-26
Merrion Investment Management Co, LLC
DECREASED40,85041,350-500-1%$10.6M$6.3M-$4.3M2026-10-16
Lanark Financial, Inc.
INCREASED40,77325,893+14,880+57%$6.6M$6.3M-$344.8K2026-10-26
Venture Visionary Partners LLC
INCREASED40,66737,252+3,415+9%$9.5M$6.3M-$3.3M2026-10-07
Money Concepts Capital Corp
DECREASED40,48642,067-1,581-4%$10.7M$6.2M-$4.5M2026-11-06
Banque Pictet & CIE SA
INCREASED40,00030,000+10,000+33%$7.7M$6.2M-$1.5M2026-10-16
Soltis Investment Advisors LLC
INCREASED39,9128,815+31,097+353%$2.3M$6.1M+$3.9M2026-10-28
Chicago Partners Investment Group LLC
DECREASED39,88440,439-555-1%$6.3M$4.9M-$1.4M2026-10-27
Foresight Capital Management Advisors, Inc.
DECREASED39,85340,934-1,081-3%$10.5M$6.1M-$4.3M2026-10-27
CoreCap Advisors, LLC
DECREASED39,72151,315-11,594-23%$13.1M$6.1M-$7.0M2026-10-08
Crestwood Advisors Group, LLC
INCREASED39,68938,872+817+2%$9.9M$6.1M-$3.8M2026-10-27
GHP Investment Advisors, Inc.
DECREASED39,67741,426-1,749-4%$10.6M$6.1M-$4.5M2026-10-15
AlphaCore Capital LLC
INCREASED39,5203,912+35,608+910%$999.2K$6.1M+$5.1M2026-11-04
Exchange Traded Concepts, LLC
INCREASED39,21430,663+8,551+28%$7.8M$6.0M-$1.8M2026-10-28
Louisiana State Employees Retirement System
DECREASED39,00040,000-1,000-2%$10.2M$6.0M-$4.2M2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED38,97474,554-35,580-48%$14.0M$6.0M-$7.9M2026-10-29
New Mexico Educational Retirement Board
UNCHANGED38,90638,90600%$9.9M$6.0M-$4.0M2026-11-05
Capstone Capital Management Ltd
INCREASED38,5528,751+29,801+341%$2.2M$175.9K-$2.1M2026-10-21
Insight Inv LLC
DECREASED38,45538,535-800%$9.8M$5.9M-$3.9M2026-10-27
Integrity Alliance, Llc.
INCREASED38,39837,072+1,326+4%$9.5M$5.9M-$3.6M2026-10-29
HCR Wealth Advisors
INCREASED37,9455,000+32,945+659%$1.3M$5.8M+$4.6M2026-10-15
EagleClaw Capital Managment, LLC
NEW37,865—+37,865——$5.8M—2026-11-06
Lawood & Co
DECREASED37,86438,119-255-1%$9.7M$5.8M-$3.9M2026-10-09
Washington Trust Bank
INCREASED37,71737,700+17+0%$9.6M$5.8M-$3.8M2026-11-03
Courier Capital LLC
INCREASED37,60035,125+2,475+7%$9.0M$5.8M-$3.2M2026-10-19
Clearstead Advisors, LLC
DECREASED37,45139,530-2,079-5%$10.1M$5.8M-$4.3M2026-11-06
Davenport & Co LLC
INCREASED37,44033,811+3,629+11%$8.6M$5.8M-$2.9M2026-10-14
Xcel Wealth Management, LLC
DECREASED37,44037,480-400%$9.6M$5.8M-$3.8M2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED37,36334,994+2,369+7%$8.9M$5.7M-$3.2M2026-10-26
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED37,25628,349+8,907+31%$7.2M$5.7M-$1.5M2026-10-22
Verity & Verity, LLC
DECREASED37,08637,164-780%$9.5M$5.7M-$3.8M2026-10-23
Radnor Capital Management, LLC
DECREASED37,06237,362-300-1%$9.5M$5.7M-$3.8M2026-10-23
Diversify Advisory Services, LLC
INCREASED36,95826,452+10,506+40%$3.8M$5.1M+$1.3M2026-10-20
Diversify Wealth Management, LLC
INCREASED36,95826,452+10,506+40%$3.8M$5.1M+$1.3M2026-10-20
Calamos Advisors LLC
INCREASED36,66535,923+742+2%$9.2M$5.6M-$3.5M2026-11-02
Chicago Capital, LLC
INCREASED36,36734,482+1,885+5%$8.8M$5.6M-$3.2M2026-10-13
Adams Diversified Equity Fund, Inc.
UNCHANGED36,30036,30000%$9.3M$5.6M-$3.7M2026-10-21
Alpha Omega Wealth Management LLC
DECREASED35,95236,104-1520%$9.2M$5.5M-$3.7M2026-10-23
Nfsg Corp
INCREASED35,8287,492+28,336+378%$1.9M$5.5M+$3.6M2026-10-15
Patten Group, Inc.
INCREASED35,70030,596+5,104+17%$7.8M$5.5M-$2.3M2026-10-26
Independent Financial Group, LLC
DECREASED35,29356,813-21,520-38%$14.5M$5.4M-$9.1M2026-10-13
Perigon Wealth Management, LLC
DECREASED35,27838,676-3,398-9%$9.9M$5.4M-$4.5M2026-10-22
Community Financial Services Group, LLC
DECREASED34,90435,632-728-2%$7.9M$5.6M-$2.3M2026-10-15
AMG National Trust Bank
DECREASED34,88234,900-180%$8.9M$5.4M-$3.6M2026-11-05
Old North State Wealth Management, LLC
INCREASED34,86533,561+1,304+4%$8.6M$5.4M-$3.2M2026-10-22
Cambridge Advisors Inc.
INCREASED34,71634,706+10+0%$8.9M$5.3M-$3.5M2026-10-19
AIA Group Ltd
INCREASED34,52234,397+125+0%$8.8M$5.3M-$3.5M2026-10-30
Bailard, Inc.
INCREASED33,98733,379+608+2%$8.5M$5.2M-$3.3M2026-10-13
Fulcrum Asset Management LLP
INCREASED33,7226,561+27,161+414%$1.7M$5.4M+$3.7M2026-11-04
Sepio Capital, LP
DECREASED33,37135,774-2,403-7%$9.1M$5.1M-$4.0M2026-10-22
Garner Asset Management Corp
DECREASED32,98534,020-1,035-3%$8.6M$4.2M-$4.4M2026-10-30
Jcic Asset Management Inc.
NEW32,458—+32,458——$5.0M—2026-10-30
Socha Financial Group, LLC
INCREASED32,28032,260+20+0%$8.2M$5.0M-$3.3M2026-11-03
Tokio Marine Asset Management Co LTD
INCREASED31,71231,196+516+2%$8.0M$4.9M-$3.1M2026-10-26
Covea Finance
DECREASED31,50044,000-12,500-28%$11.2M$4.8M-$6.4M2026-10-21
Capital Investment Counsel, Inc
INCREASED31,40029,170+2,230+8%$7.5M$4.8M-$2.6M2026-10-20
Park Avenue Securities LLC
DECREASED31,22732,883-1,656-5%$8.4M$4.8M-$3.6M2026-10-26
Royal Fund Management, LLC
INCREASED31,20010,700+20,500+192%$2.7M$4.8M+$2.1M2026-10-22
RMR Wealth Builders
DECREASED30,95236,378-5,426-15%$9.3M$4.8M-$4.5M2026-10-22
GKV Capital Management Co., Inc.
INCREASED30,80123,555+7,246+31%$6.0M$4.7M-$1.3M2026-11-06
Wedbush Securities Inc
INCREASED30,53228,938+1,594+6%$7.4M$4.7M-$2.7M2026-10-22
BCK Partners, Inc.
INCREASED30,09518,713+11,382+61%$4.8M$4.6M-$152.4K2026-10-23
Romano Brothers and Company
DECREASED30,04532,170-2,125-7%$8.2M$4.6M-$3.6M2026-10-22
Great Lakes Retirement, Inc.
INCREASED30,04028,599+1,441+5%$7.3M$4.6M-$2.7M2026-10-26
Columbia Asset Management
DECREASED29,95630,362-406-1%$7.8M$4.6M-$3.1M2026-10-19
Legacy Financial Independent Advisors LLC
INCREASED29,9326,350+23,582+371%$1.6M$4.6M+$3.0M2026-11-02
Signaturefd, LLC
INCREASED29,57227,990+1,582+6%$7.1M$4.5M-$2.6M2026-10-23
NLB Skladi, upravljanje premozenja, d.o.o.
NEW28,968—+28,968——$4.5M—2026-10-22
Spire Wealth Management
DECREASED28,79929,766-967-3%$7.6M$4.4M-$3.2M2026-10-30
Aull & Monroe Investment Management Corp
INCREASED28,75828,661+97+0%$7.3M$4.4M-$2.9M2026-10-16
Aspen Investment Management Inc
DECREASED28,49829,977-1,479-5%$7.7M$4.4M-$3.3M2026-11-05
AGP Franklin, LLC
INCREASED27,89027,469+421+2%$7.0M$4.3M-$2.7M2026-11-04
E. Ohman J:or Asset Management AB
UNCHANGED27,88827,88800%$7.1M$4.3M-$2.8M2026-10-22
Royal Palms Capital LLC
DECREASED27,48728,767-1,280-4%$7.3M$4.2M-$3.1M2026-10-23
Crossmark Global Holdings, Inc.
DECREASED27,44930,070-2,621-9%$7.7M$4.2M-$3.5M2026-10-21
Princeton Capital Management LLC
UNCHANGED27,29827,29800%$7.0M$4.2M-$2.8M2026-10-27
Integrated Advisors Network LLC
INCREASED27,14119,191+7,950+41%$4.9M$4.2M-$728.7K2026-10-20
Karras Company, Inc.
DECREASED27,13427,978-844-3%$7.1M$4.2M-$3.0M2026-10-16
Overbrook Management Corp
DECREASED27,06027,111-510%$6.9M$4.2M-$2.8M2026-10-08
Praxis Investment Management Inc
INCREASED26,83617,927+8,909+50%$4.6M$4.1M-$453.0K2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED26,50898,667-72,159-73%$25.2M$4.1M-$21.1M2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW26,473—+26,473——$4.1M—2026-10-16
Catalyst Capital Advisors LLC
DECREASED26,40051,275-24,875-49%$13.1M$4.1M-$9.0M2026-11-02
Pflug Koory, LLC
DECREASED26,08326,330-247-1%$6.7M$4.0M-$2.7M2026-10-26
Great Diamond Partners, LLC
DECREASED25,63329,004-3,371-12%$7.4M$3.9M-$3.5M2026-10-13
Hager Investment Management Services, LLC
INCREASED25,47522,432+3,043+14%$5.7M$3.9M-$1.8M2026-11-04
Trifecta Capital Advisors, LLC
INCREASED25,11021,840+3,270+15%$5.6M$3.9M-$1.7M2026-10-21
Goelzer Investment Management, Inc.
DECREASED25,10425,488-384-2%$6.5M$3.9M-$2.7M2026-10-16
Oak Thistle LLC
NEW24,855—+24,855——$3.8M—2026-10-21
HUB Investment Partners, LLC
INCREASED24,80215,531+9,271+60%$4.0M$3.8M-$153.4K2026-11-03
Investment House LLC
DECREASED24,73044,965-20,235-45%$11.5M$3.8M-$7.7M2026-10-21
Piscataqua Savings Bank
DECREASED24,37624,755-379-2%$6.3M$3.7M-$2.6M2026-10-21
North Dakota State Investment Board
INCREASED24,21623,215+1,001+4%$5.9M$3.7M-$2.2M2026-10-27
Oakmont Investment Advisors, Inc.
INCREASED24,17020,927+3,243+16%$5.3M$3.7M-$1.6M2026-10-21
OMC Financial Services LTD
DECREASED23,86243,378-19,516-45%$11.1M$3.7M-$7.4M2026-10-19
Diligent Investors, LLC
DECREASED23,65624,154-498-2%$6.2M$3.6M-$2.5M2026-10-21
Bokf, NA
DECREASED23,65135,434-11,783-33%$9.1M$3.6M-$5.4M2026-10-27
Baldwin Wealth Partners LLC
NEW23,568—+23,568——$3.6M—2026-10-13
Nilsine Partners, LLC
DECREASED23,45424,048-594-2%$6.1M$3.6M-$2.5M2026-11-02
Mitchell Capital Management Co
DECREASED23,35123,880-529-2%$6.1M$3.6M-$2.5M2026-10-29
Kessler Investment Group, LLC
INCREASED23,32922,606+723+3%$5.8M$3.6M-$2.2M2026-10-08
Meitav Investment House LTD
INCREASED23,29018,630+4,660+25%$4.8M$3.6M-$1.2M2026-10-28
Aprio Wealth Management, LLC
INCREASED22,72122,444+277+1%$5.7M$3.5M-$2.2M2026-10-28
Parallel Advisors, LLC
INCREASED22,70922,550+159+1%$5.8M$3.5M-$2.3M2026-11-03
Central Bank & Trust Co
INCREASED22,32214,405+7,917+55%$3.7M$3.4M-$247.2K2026-10-09
Sicart Associates LLC
DECREASED22,29223,649-1,357-6%$6.0M$2.9M-$3.1M2026-10-29
SWS Partners
INCREASED22,25421,692+562+3%$5.5M$3.4M-$2.1M2026-10-26
Cohen Klingenstein LLC
DECREASED22,13022,180-500%$5.7M$3.4M-$2.3M2026-10-15
Cardinal Point Capital Management ULC
DECREASED22,12722,177-500%$5.7M$3.4M-$2.3M2026-10-21
Gamma Investing LLC
INCREASED21,90620,422+1,484+7%$5.2M$3.4M-$1.8M2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED21,66822,317-649-3%$5.7M$3.3M-$2.4M2026-10-05
VestGen Advisors, LLC
DECREASED21,64122,038-397-2%$5.6M$3.3M-$2.3M2026-10-27
Clearwave Capital, LLC
INCREASED21,53120,445+1,086+5%$5.2M$3.3M-$1.9M2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED21,494119,856-98,362-82%$30.6M$3.3M-$27.3M2026-10-29
City Holding Co
INCREASED21,38920,161+1,228+6%$5.1M$3.3M-$1.9M2026-10-19
CX Institutional
DECREASED21,23021,375-145-1%$5.5M$3.3K-$5.5M2026-10-02
Joel Isaacson & Co., LLC
INCREASED21,18921,151+38+0%$5.4M$3.3M-$2.1M2026-11-05
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED20,94220,962-200%$5.4M$3.2M-$2.1M2026-10-16
Hartford Financial Management Inc.
DECREASED20,87121,546-675-3%$5.5M$3.2M-$2.3M2026-10-21
Securian Asset Management, Inc
DECREASED20,58520,800-215-1%$3.2M$3.2M-$50.7K2026-11-06
Krilogy Financial LLC
INCREASED20,52920,269+260+1%$5.2M$3.0M-$2.2M2026-10-13
First Citizens Bank & Trust Co
INCREASED20,49011,585+8,905+77%$3.0M$3.2M+$191.4K2026-10-14
Mindset Wealth Management, LLC
DECREASED20,30822,107-1,799-8%$5.6M$3.1M-$2.5M2026-10-19
Sterling Capital Management LLC
DECREASED20,15021,072-922-4%$5.4M$3.1M-$2.3M2026-10-22
Green Alpha Advisors, LLC
DECREASED20,14726,236-6,089-23%$6.7M$3.1M-$3.6M2026-10-08
Verdence Capital Advisors LLC
DECREASED20,08220,117-350%$5.1M$3.1M-$2.1M2026-10-26
Massachusetts Wealth Management
DECREASED20,07023,465-3,395-14%$6.0M$3.1M-$2.9M2026-10-21
Old National Bancorp
DECREASED20,03320,327-294-1%$5.2M$3.1M-$2.1M2026-10-20
Leisure Capital Management
DECREASED19,95423,895-3,941-16%$6.1M$3.1M-$3.0M2026-11-03
SFE Investment Counsel
INCREASED19,92118,709+1,212+6%$4.8M$3.1M-$1.7M2026-10-29
River Street Advisors LLC
INCREASED19,83518,595+1,240+7%$4.7M$3.0M-$1.7M2026-10-22
Citizens National Bank Trust Department
DECREASED19,71320,040-327-2%$5.1M$3.0M-$2.1M2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED19,69019,920-230-1%$5.1M$3.0M-$2.1M2026-10-28
Citizens & Northern Corp
UNCHANGED19,65819,65800%$5.0M$3.0M-$2.0M2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED19,48119,788-307-2%$5.1M$3.0M-$2.1M2026-10-23
Greg Jennings, LLC
NEW19,247—+19,247——$3.0M—2026-10-19
Quadrant Capital Group LLC
DECREASED19,08619,664-578-3%$5.0M$2.8M-$2.2M2026-10-20
Norden Group LLC
INCREASED19,04015,945+3,095+19%$4.1M$2.9M-$1.1M2026-10-20
Zions Bancorporation, National Association
INCREASED19,01810,241+8,777+86%$2.6M$2.9M+$308.3K2026-11-06
MFG Wealth Management, Inc.
INCREASED18,86514,271+4,594+32%$3.6M$2.9M-$744.5K2026-10-09
SBI Securities Co., Ltd.
INCREASED18,86217,270+1,592+9%$4.4M$2.9M-$1.5M2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED18,68117,937+744+4%$4.6M$2.9M-$1.7M2026-10-13
Progressive Investment Management Corp
DECREASED18,64818,766-118-1%$4.8M$2.9M-$1.9M2026-10-26
Univest Financial Corp
DECREASED18,28820,740-2,452-12%$5.3M$2.8M-$2.5M2026-11-05
Byrne Asset Management LLC
INCREASED18,23318,019+214+1%$4.6M$2.9M-$1.7M2026-10-06
Reik & Co., LLC
UNCHANGED17,97117,97100%$4.6M$2.8M-$1.8M2026-10-27
Mystic Asset Management, Inc.
DECREASED17,95818,030-720%$4.6M$2.8M-$1.8M2026-10-15
Hilltop National Bank
DECREASED17,92019,771-1,851-9%$5.1M$2.8M-$2.3M2026-10-14
BLB&B Advisors, LLC
DECREASED17,91919,303-1,384-7%$4.9M$2.8M-$2.2M2026-10-27
Prudent Man Advisors, LLC
DECREASED17,91223,903-5,991-25%$6.1M$2.8M-$3.4M2026-11-03
Level Four Advisory Services, LLC
DECREASED17,83618,046-210-1%$4.6M$2.7M-$1.9M2026-11-06
Wealthcare Advisory Partners LLC
DECREASED17,75721,374-3,617-17%$5.5M$2.7M-$2.7M2026-10-21
Sagespring Wealth Partners, LLC
INCREASED17,51515,451+2,064+13%$3.9M$2.7M-$1.3M2026-10-22
Frank, Rimerman Advisors LLC
DECREASED17,51317,921-408-2%$4.6M$2.7M-$1.9M2026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED17,45815,862+1,596+10%$4.1M$2.7M-$1.4M2026-10-05
Forvis Mazars Wealth Advisors, LLC
DECREASED17,45217,533-810%$4.5M$2.7M-$1.8M2026-10-13
Paragon Private Wealth Management, LLC
INCREASED17,40512,364+5,041+41%$3.2M$2.7M-$482.1K2026-10-20
Canandaigua National Bank & Trust Co
DECREASED17,40018,509-1,109-6%$4.7M$2.7M-$2.1M2026-10-07
Indivisible Partners
INCREASED17,38915,144+2,245+15%$3.9M$2.7M-$1.2M2026-10-26
Fruth Investment Management
DECREASED17,35018,125-775-4%$4.6M$2.7M-$2.0M2026-10-13
Patten & Patten Inc
DECREASED17,20117,769-568-3%$4.5M$2.6M-$1.9M2026-10-26
Gibbs Wealth Management
INCREASED17,1348,674+8,460+98%$2.2M$2.6M+$418.8K2026-10-22
Modera Wealth Management, LLC
DECREASED17,11318,036-923-5%$4.6M$2.6M-$2.0M2026-10-28
Legacy Private Trust Co.
INCREASED17,10815,925+1,183+7%$4.1M$2.6M-$1.4M2026-10-06
Stiles Financial Services Inc
INCREASED16,90816,829+79+0%$4.3M$2.6M-$1.7M2026-10-30
Boit C F David
UNCHANGED16,90016,90000%$4.3M$2.6M-$1.7M2026-10-29
Tompkins Financial Corp
DECREASED16,87417,014-140-1%$4.3M$2.6M-$1.8M2026-10-05
NorthCrest Asset Manangement, LLC
DECREASED16,83027,076-10,246-38%$5.2M$2.6M-$2.6M2026-10-13
Tema Etfs LLC
INCREASED16,68413,723+2,961+22%$3.5M$2.6M-$939.9K2026-10-16
Herbst Group, LLC
DECREASED16,48117,516-1,035-6%$4.5M$2.5M-$1.9M2026-10-20
Brighton Jones LLC
DECREASED16,42817,252-824-5%$4.4M$2.5M-$1.9M2026-11-03
Diversified Trust Co
DECREASED16,30421,937-5,633-26%$5.6M$2.5M-$3.1M2026-11-06
Clear Trail Advisors, LLC
INCREASED16,0259,359+6,666+71%$2.4M$2.5M+$73.6K2026-10-20
Portside Wealth Group, LLC
INCREASED16,00912,502+3,507+28%$3.2M$2.5M-$731.8K2026-10-20
Searle & Co.
UNCHANGED15,96615,96600%$4.1M$2.5M-$1.6M2026-11-04
Kintegral Advisory, LLC
INCREASED15,85415,765+89+1%$4.0M$2.4M-$1.6M2026-10-16
Cerro Pacific Wealth Advisors LLC
INCREASED15,84914,079+1,770+13%$3.6M$2.4M-$1.2M2026-10-22
Aaron Wealth Advisors LLC
DECREASED15,77817,535-1,757-10%$4.5M$2.4M-$2.1M2026-10-13
Caldwell Trust Co
INCREASED15,75515,626+129+1%$4.0M$2.4M-$1.6M2026-10-30
CGN Advisors LLC
INCREASED15,72514,078+1,647+12%$3.6M$2.4M-$1.2M2026-10-21
Two Point Capital Management, Inc.
DECREASED15,63715,979-342-2%$4.1M$2.4M-$1.7M2026-10-16
Mainstream Capital Management LLC
INCREASED15,59314,289+1,304+9%$3.6M$2.4M-$1.3M2026-10-23
Mission Wealth Management, LP
DECREASED15,49517,076-1,581-9%$4.4M$2.4M-$2.0M2026-10-15
Cyndeo Wealth Partners, LLC
INCREASED15,47415,327+147+1%$3.9M$2.4M-$1.5M2026-10-16
Ascent Group, LLC
DECREASED15,43315,436-30%$3.9M$2.4M-$1.6M2026-10-30
Pathway Financial Advisers, LLC
DECREASED15,34918,404-3,055-17%$4.7M$2.4M-$2.3M2026-10-27
Katamaran Capital LLP
DECREASED15,32825,051-9,723-39%$6.4M$2.4M-$4.0M2026-10-27
Nvwm, LLC
INCREASED15,27235+15,237+43534%$8.9K$2.3M+$2.3M2026-10-14
Hudock, Inc.
INCREASED15,27015,266+4+0%$3.9M$2.3M-$1.6M2026-10-14
Brookstone Capital Management
DECREASED15,25923,205-7,946-34%$5.9M$2.3M-$3.6M2026-10-22
Choreo, LLC
DECREASED15,25417,121-1,867-11%$4.4M$2.3M-$2.0M2026-10-28
Glenview Trust Co
DECREASED15,05616,677-1,621-10%$4.3M$2.3M-$1.9M2026-10-28
D.B. Root & Company, LLC
DECREASED14,91115,487-576-4%$4.0M$2.3M-$1.7M2026-11-04
Fiduciary Alliance LLC
DECREASED14,88315,084-201-1%$3.9M$2.3M-$1.6M2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED14,83415,509-675-4%$4.0M$2.3M-$1.7M2026-10-13
Fisher Asset Management, LLC
INCREASED14,64711,894+2,753+23%$3.0M$2.3M-$786.0K2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED14,61421,102-6,488-31%$5.4M$2.2M-$3.1M2026-10-23
Cypress Capital Group
DECREASED14,58215,951-1,369-9%$4.1M$2.2M-$1.8M2026-11-03
Northeast Investment Management
DECREASED14,45414,504-500%$3.7M$2.2M-$1.5M2026-10-30
Westover Capital Advisors, LLC
DECREASED14,40514,430-250%$3.7M$2.2M-$1.5M2026-10-26
Azzad Asset Management Inc
INCREASED14,39814,365+33+0%$3.7M$2.2M-$1.5M2026-11-04
Portfolio Design Labs, LLC
INCREASED14,27314,000+273+2%$3.6M$2.2M-$1.4M2026-11-04
OFI Invest Asset Management
DECREASED14,213727,360-713,147-98%$162.7M$2.1M-$160.6M2026-11-06
180 Wealth Advisors, LLC
INCREASED14,15014,113+37+0%$3.6M$2.2M-$1.4M2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED14,10613,969+137+1%$3.6M$2.2M-$1.4M2026-11-04
Beacon Investment Advisory Services, Inc.
DECREASED14,07214,396-324-2%$3.7M$2.2M-$1.5M2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED14,04610,332+3,714+36%$2.6M$2.2M-$482.2K2026-10-13
Salem Investment Counselors Inc
DECREASED14,03914,089-500%$3.6M$2.2M-$1.4M2026-10-13
Hanseatic Management Services Inc
INCREASED14,00413,718+286+2%$3.5M$2.2M-$1.4M2026-10-27
Mitsubishi UFJ Asset Management (UK) Ltd.
UNCHANGED14,00014,00000%$3.6M$2.2M-$1.4M2026-10-22
SeaCrest Wealth Management, LLC
DECREASED13,96816,836-2,868-17%$4.3M$2.1M-$2.2M2026-10-21
SAX Wealth Advisors, LLC
INCREASED13,79313,134+659+5%$1.8M$2.1M+$335.0K2026-10-13
Axiom Investment Management LLC
INCREASED13,75313,572+181+1%$3.5M$2.1M-$1.4M2026-11-03
Nexus Investment Management ULC
UNCHANGED13,72513,72500%$3.5M$2.1M-$1.4M2026-10-27
Cypress Asset Management Inc
INCREASED13,71910,729+2,990+28%$2.7M$2.1M-$631.1K2026-10-09
Harfst & Associates, Inc.
INCREASED13,61513,526+89+1%$3.5M$2.1M-$1.4M2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED13,5969,800+3,796+39%$2.5M$2.1M-$412.6K2026-11-05
Sigma Planning Corp
DECREASED13,51630,264-16,748-55%$7.7M$2.1M-$5.7M2026-10-23
Myriad Asset Management Advisors LLC
INCREASED13,47412,004+1,470+12%$3.1M$2.1M-$994.0K2026-11-03
Park Edge Advisors, LLC
INCREASED13,42710,202+3,225+32%$2.6M$2.1M-$541.4K2026-10-28
Brown, Lisle Ings, Inc.
DECREASED13,40813,455-470%$3.4M$2.1M-$1.4M2026-10-16
Shikiar Asset Management Inc
NEW13,225—+13,225——$2.0M—2026-10-20
Willow Creek Capital Management, Inc.
UNCHANGED13,22213,22200%$3.4M$3.4M$02026-10-16
Cornell Pochily Investment Advisors, Inc.
UNCHANGED13,18113,18100%$3.4M$2.0M-$1.3M2026-10-19
Greenleaf Trust
DECREASED13,12913,484-355-3%$3.4M$2.0M-$1.4M2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED13,06313,363-300-2%$3.4M$2.0M-$1.4M2026-11-03
Evergreen Capital Management LLC
DECREASED12,95513,033-78-1%$3.3M$2.0M-$1.3M2026-10-23
Blue Trust, Inc.
DECREASED12,75913,342-583-4%$3.4M$2.0M-$1.4M2026-10-15
St. Johns Investment Management Company, LLC
INCREASED12,7539,504+3,249+34%$2.4M$2.0M-$466.7K2026-10-30
Masterinvest Kapitalanlage GmbH
DECREASED12,71624,136-11,420-47%$6.2M$2.0M-$4.2M2026-11-03
Alps Advisors Inc
DECREASED12,59015,680-3,090-20%$4.0M$1.9M-$2.1M2026-11-03
Meridian Financial Partners LLC
NEW12,326—+12,326——$1.7M—2026-10-23
International Assets Investment Management, LLC
INCREASED12,3241,898+10,426+549%$418.7K$2.0M+$1.6M2026-11-02
Bdf-Gestion
DECREASED12,25413,808-1,554-11%$17.2M$1.9M-$15.3M2026-10-19
Ritholtz Wealth Management
INCREASED12,18210,879+1,303+12%$2.8M$1.9M-$905.6K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED12,10812,401-293-2%$3.2M$1.9M-$1.3M2026-10-20
Deseret Mutual Benefit Administrators
INCREASED12,07711,967+110+1%$3.1M$1.9M-$1.2M2026-11-04
LBP AM SA
NEW12,013—+12,013——$1.8M—2026-11-06
FCG Investment Co
INCREASED11,9729,515+2,457+26%$2.4M$1.8M-$589.6K2026-10-13
Elco Management Co., LLC
DECREASED11,93712,291-354-3%$3.1M$1.8M-$1.3M2026-10-14
Maple Capital Management, Inc.
INCREASED11,90711,897+10+0%$3.0M$1.8M-$1.2M2026-11-02
Obermeyer Wealth Partners
INCREASED11,79411,756+38+0%$3.0M$1.8M-$1.2M2026-10-21
Private Trust Co NA
DECREASED11,72612,156-430-4%$3.1M$1.8M-$1.3M2026-10-20
Argyle Capital Management, LLC
DECREASED11,68911,919-230-2%$3.0M$1.8M-$1.2M2026-10-28
Y.D. More Investments Ltd
DECREASED11,66216,842-5,180-31%$4.3M$1.8M-$2.5M2026-11-02
Burns J W & Co Inc
UNCHANGED11,62711,62700%$3.0M$1.8M-$1.2M2026-10-20
Heritage Investors Management Corp
DECREASED11,61911,643-240%$3.0M$1.8M-$1.2M2026-10-29
Balboa Wealth Partners
INCREASED11,57910,930+649+6%$2.8M$1.8M-$1.0M2026-10-20
Kentucky Trust Co
DECREASED11,56711,687-120-1%$3.0M$1.8M-$1.2M2026-10-15
Magnus Financial Group LLC
DECREASED11,55912,170-611-5%$3.1M$1.8M-$1.3M2026-10-21
Herold Advisors, Inc.
INCREASED11,54011,415+125+1%$2.9M$1.8M-$1.1M2026-10-19
Stanley-Laman Group, Ltd.
UNCHANGED11,52911,52900%$2.9M$1.8M-$1.2M2026-10-20
Landmark Wealth Management, LLC
UNCHANGED11,31311,31300%$2.9M$1.7M-$1.2M2026-11-03
PDS Planning, Inc
INCREASED11,27310,596+677+6%$2.7M$1.7M-$973.1K2026-11-03
Parr Mcknight Wealth Management Group, LLC
INCREASED11,22911,171+58+1%$2.9M$1.7M-$1.1M2026-10-30
Cornerstone Enterprises, LLC
DECREASED11,21016,485-5,275-32%$4.2M$1.7M-$2.5M2026-10-15
Robbins Farley
INCREASED11,156200+10,956+5478%$51.1K$1.7M+$1.7M2026-10-21
IFG Advisors, LLC
INCREASED11,15511,147+8+0%$2.8M$1.7M-$1.1M2026-10-15
Park National Corp
DECREASED11,10614,184-3,078-22%$3.6M$1.7M-$1.9M2026-10-05
Jeppson Wealth Management, LLC
DECREASED11,10411,122-180%$2.8M$1.7M-$1.1M2026-10-20
Piar LLC
INCREASED11,1008,100+3,000+37%$2.1M$1.7M-$362.2K2026-10-21
RFG - Bristol Wealth Advisors, LLC
INCREASED11,0776,253+4,824+77%$1.6M$1.7M+$106.0K2026-10-09
Jackson Square Capital, LLC
DECREASED11,01556,395-45,380-80%$14.4M$1.7M-$12.7M2026-10-19
Contravisory Investment Management, Inc.
INCREASED10,9417,450+3,491+47%$1.9M$1.7M-$220.7K2026-10-13
Virtue Capital Management, LLC
DECREASED10,93811,341-403-4%$2.9M$1.7M-$1.2M2026-10-29
Focus Financial Network, Inc.
INCREASED10,86910,504+365+3%$2.7M$1.7M-$1.0M2026-10-14
Central Trust Co
DECREASED10,81611,085-269-2%$2.8M$1.7M-$1.2M2026-11-05
Trust Co of Vermont
INCREASED10,8059,827+978+10%$2.5M$1.7M-$848.7K2026-10-21
Earned Wealth Advisors, LLC
INCREASED10,77910,459+320+3%$2.7M$1.7M-$1.0M2026-11-06
Wedmont Private Capital
INCREASED10,7499,961+788+8%$1.9M$1.6M-$258.7K2026-10-09
Lighthouse Financial LLC
INCREASED10,7479,475+1,272+13%$2.4M$1.7M-$767.7K2026-10-23
Wesbanco Bank Inc
DECREASED10,72211,138-416-4%$2.8M$1.6M-$1.2M2026-11-04
Novem Group
INCREASED10,6756,748+3,927+58%$1.7M$1.6M-$82.2K2026-10-19
Beverly Hills Private Wealth, LLC
INCREASED10,6517,864+2,787+35%$2.0M$1.6M-$371.0K2026-11-04
Elevatus Welath Management
INCREASED10,5682,326+8,242+354%$593.9K$1.6M+$1.0M2026-10-19
Natixis
NEW10,552—+10,552——$1.6M—2026-11-06
Sterling Investment Advisors, Ltd.
DECREASED10,52511,185-660-6%$2.9M$1.6M-$1.2M2026-10-27
Valeo Financial Advisors, LLC
DECREASED10,45210,687-235-2%$2.7M$1.6M-$1.1M2026-10-08
Walker Asset Management, LLC
INCREASED10,43610,435+1+0%$2.7M$1.6M-$1.1M2026-10-13
Lincoln Capital LLC
UNCHANGED10,42010,42000%$2.7M$1.6M-$1.1M2026-10-09
Ballast, Inc.
UNCHANGED10,41510,41500%$2.7M$1.6M-$1.1M2026-10-20
North Star Investment Management Corp.
DECREASED10,40010,403-30%$2.7M$1.6M-$1.1M2026-10-27
Profund Advisors LLC
DECREASED10,31711,334-1,017-9%$2.9M$1.6M-$1.3M2026-10-29
Nemes Rush Group LLC
INCREASED10,29110,088+203+2%$2.6M$1.6M-$994.4K2026-11-04
Regions Financial Corp
INCREASED10,2189,850+368+4%$2.5M$1.6M-$944.9K2026-11-05
Everett Harris & Co
UNCHANGED10,19210,19200%$2.6M$1.6M-$1.0M2026-10-28
Lederer & Associates Investment Counsel
UNCHANGED10,05810,05800%$2.6M$1.5M-$1.0M2026-10-23
Compound Planning, Inc.
DECREASED10,04610,790-744-7%$2.8M$1.5M-$1.2M2026-11-05
Kavar Capital Partners Group, LLC
INCREASED10,0009,798+202+2%$2.5M$1.5M-$965.3K2026-11-06
Corrado Advisors, LLC
DECREASED9,93214,221-4,289-30%$3.6M$1.5M-$2.1M2026-10-27
Institute for Wealth Management, Llc.
UNCHANGED9,8599,85900%$2.5M$1.5M-$1.0M2026-11-06
Cottage Street Advisors LLC
INCREASED9,8079,240+567+6%$2.3M$1.5M-$817.4K2026-10-19
J. Safra Sarasin Holding AG
INCREASED9,7935,199+4,594+88%$1.0M$1.5M+$420.3K2026-10-26
Howland Capital Management LLC
DECREASED9,76711,495-1,728-15%$2.9M$1.5M-$1.4M2026-10-22
Daymark Wealth Partners, LLC
INCREASED9,6779,051+626+7%$2.3M$1.5M-$823.9K2026-11-04
Parsons Capital Management Inc
INCREASED9,6649,468+196+2%$2.4M$1.5M-$932.5K2026-10-28
Finivi Inc.
INCREASED9,6579,422+235+2%$2.4M$1.5M-$921.8K2026-10-13
Guardian Partners Inc.
INCREASED9,6437,290+2,353+32%$1.9M$1.5M-$379.4K2026-10-21
Clearstead Trust, LLC
INCREASED9,6239,592+31+0%$2.5M$1.5M-$970.4K2026-11-06
ZWJ Investment Counsel Inc
INCREASED9,5159,045+470+5%$2.3M$1.5M-$847.3K2026-10-15
RFG Advisory, LLC
INCREASED9,3709,226+144+2%$2.4M$1.4M-$915.8K2026-11-03
Salvus Wealth Management, LLC
INCREASED9,3029,270+32+0%$2.4M$1.4M-$937.6K2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED9,2909,378-88-1%$2.4M$1.4M-$967.0K2026-10-22
Wedgewood Investors Inc
UNCHANGED9,2509,25000%$2.4M$1.4M-$940.4K2026-10-28
Flagship Harbor Advisors, LLC
INCREASED9,2169,055+161+2%$2.3M$1.4M-$895.8K2026-10-26
Jacobi Capital Management LLC
INCREASED9,1688,792+376+4%$2.2M$1.4M-$836.1K2026-11-05
Occidental Asset Management, LLC
DECREASED9,16113,990-4,829-35%$3.6M$1.4M-$2.2M2026-11-05
Spirit of America Management Corp
INCREASED9,1508,500+650+8%$2.2M$1.4M-$764.3K2026-10-14
3Chopt Investment Partners, LLC
INCREASED9,1447,722+1,422+18%$2.0M$1.4M-$566.5K2026-10-30
First Citizens Financial Corp
UNCHANGED9,1429,14200%$2.3M$1.4M-$929.5K2026-10-02
Cooper Financial Group
DECREASED9,1179,486-369-4%$2.4M$1.4M-$1.0M2026-10-07
Providence First Trust Co
DECREASED9,01210,087-1,075-11%$2.6M$1.4M-$1.2M2026-11-02
Balefire, LLC
DECREASED8,9239,838-915-9%$2.5M$1.4M-$1.1M2026-10-09
Larson Financial Group LLC
INCREASED8,8838,233+650+8%$2.1M$1.4M-$737.1K2026-11-05
Bank of New Hampshire
DECREASED8,84810,138-1,290-13%$2.6M$1.4M-$1.2M2026-10-06
Catalyst Financial Partners LLC
INCREASED8,7748,681+93+1%$2.2M$1.3M-$868.3K2026-11-06
American National Bank & Trust
DECREASED8,7149,055-341-4%$2.3M$1.3M-$973.0K2026-10-07
Trust Asset Management LLC
UNCHANGED8,6488,64800%$2.2M$1.3M-$879.2K2026-11-03
Perpetual Ltd
DECREASED8,5608,840-280-3%$2.3M$1.3M-$941.8K2026-10-13
First Business Financial Services, Inc.
UNCHANGED8,5388,53800%$2.2M$1.3M-$868.1K2026-10-29
71 West Capital Partners
INCREASED8,5327,816+716+9%$2.0M$1.3M-$684.6K2026-11-04
Koshinski Asset Management, Inc.
DECREASED8,4689,146-678-7%$2.3M$1.3M-$1.0M2026-10-29
LVW Advisors, LLC
DECREASED8,4178,872-455-5%$2.3M$1.3M-$972.0K2026-10-19
Parkside Financial Bank & Trust
INCREASED8,4037,916+487+6%$2.0M$1.3M-$729.8K2026-10-27
RFG Holdings, Inc.
INCREASED8,3831,585+6,798+429%$405.0K$1.3M+$884.1K2026-10-30
Quantum Private Wealth, LLC
UNCHANGED8,2808,28000%$2.1M$1.3M-$841.8K2026-10-20
Clear Wave Wealth Management LLC
NEW8,251—+8,251——$1.3M—2026-11-04
NTV Asset Management LLC
INCREASED8,2207,412+808+11%$1.9M$1.3M-$629.3K2026-10-23
Sowell Financial Services LLC
DECREASED8,1869,075-889-10%$2.3M$1.3M-$1.1M2026-10-23
Chesley Taft & Associates LLC
DECREASED8,1839,597-1,414-15%$2.5M$1.3M-$1.2M2026-10-13
Brian LOW Financial Group, LLC
NEW8,180—+8,180——$1.3M—2026-10-28
Global Financial Private Client, LLC
INCREASED8,1536,942+1,211+17%$1.8M$1.3M-$519.6K2026-10-15
Simplex Trading, LLC
DECREASED8,14990,456-82,307-91%$23.1M$1.3M-$21.9M2026-11-04
Mcdonald Partners LLC
DECREASED8,1098,209-100-1%$2.1M$1.2M-$850.0K2026-11-03
Curbstone Financial Management Corp
DECREASED8,0769,126-1,050-12%$2.3M$1.2M-$1.1M2026-10-21
Clear Harbor Asset Management, LLC
DECREASED8,0588,270-212-3%$2.1M$1.2M-$873.4K2026-11-05
Post Resch Tallon Group Inc.
DECREASED8,0258,943-918-10%$2.3M$1.2M-$1.1M2026-10-09
Connecticut Wealth Management, LLC
INCREASED8,0247,859+165+2%$2.0M$1.2M-$773.6K2026-10-13
Gables Capital Management Inc.
INCREASED8,0216,431+1,590+25%$1.6M$1.2M-$409.4K2026-11-04
Klingman & Associates, LLC
DECREASED8,0218,068-47-1%$2.1M$1.2M-$827.5K2026-10-20
Wolff Wiese Magana LLC
INCREASED7,9687,950+18+0%$2.0M$1.2M-$805.5K2026-10-15
Eastern Bank
INCREASED7,9587,860+98+1%$2.0M$1.2M-$784.1K2026-10-05
Pension & Wealth Management Advisors, Inc.
INCREASED7,9445,961+1,983+33%$1.5M$1.2M-$301.0K2026-10-16
Jones Kertz & Associates, Inc.
DECREASED7,8908,055-165-2%$2.1M$1.2M-$844.3K2026-10-28
Ascentis Independent Advisors
NEW7,885—+7,885——$1.2M—2026-11-03
Cornerstone Advisory, LLC
DECREASED7,7969,241-1,445-16%$2.4M$1.2M-$1.2M2026-11-06
First National Trust Co
INCREASED7,7687,660+108+1%$2.0M$1.2M-$762.2K2026-10-28
Partners Wealth Management, LLC
INCREASED7,7534,029+3,724+92%$1.0M$1.2M+$163.2K2026-10-28
Kieckhefer Group LLC
DECREASED7,7309,200-1,470-16%$2.3M$1.2M-$1.2M2026-10-13
Cooper S Advisors, LLC
DECREASED7,6908,210-520-6%$2.1M$1.2M-$914.7K2026-11-03
Capital Investment Advisors, LLC
INCREASED7,6827,604+78+1%$1.9M$1.2M-$761.2K2026-10-22
Valmark Advisers, Inc.
DECREASED7,6547,695-41-1%$2.0M$1.2M-$788.6K2026-11-06
Townsend Asset Management Corp
DECREASED7,6537,763-110-1%$2.0M$1.2M-$806.2K2026-10-29
Blue Bell Private Wealth Management, LLC
INCREASED7,6307,498+132+2%$1.9M$1.2M-$742.0K2026-10-29
Thompson Siegel & Walmsley LLC
INCREASED7,5894,789+2,800+58%$1.2M$1.2M-$56.0K2026-11-05
Lighthouse Financial Services Inc
DECREASED7,5727,906-334-4%$1.7M$1.2M-$580.0K2026-11-02
Silverlake Wealth Management LLC
INCREASED7,5727,329+243+3%$1.9M$1.2M-$707.9K2026-10-21
Accurate Wealth Management, LLC
INCREASED7,5456,599+946+14%$1.3M$1.1M-$139.5K2026-10-20
Trinity Financial Advisors LLC
UNCHANGED7,5007,50000%$1.9M$1.2M-$762.5K2026-10-09
Independent Solutions Wealth Management, LLC
INCREASED7,4737,273+200+3%$1.9M$1.1M-$708.7K2026-10-28
Wealth Enhancement Trust Services, Inc.
INCREASED7,4257,250+175+2%$1.9M$1.1M-$710.2K2026-10-07
Associated Banc-Corp
UNCHANGED7,4057,40500%$1.9M$1.1M-$752.9K2026-10-30
Hilton Head Capital Partners, LLC
DECREASED7,3978,633-1,236-14%$2.2M$1.1M-$1.1M2026-10-23
Cigna Investments Inc
DECREASED7,3977,515-118-2%$1.9M$1.1M-$781.0K2026-10-19
HBK Sorce Advisory LLC
DECREASED7,3937,415-220%$1.2M$764.7K-$397.2K2026-11-06
Core Wealth Partners LLC
INCREASED7,3087,303+5+0%$1.9M$1.1M-$741.6K2026-11-02
Autumn Glory Partners, LLC
INCREASED7,2942,825+4,469+158%$721.6K$1.1M+$400.0K2026-10-26
Busey Bank
DECREASED7,2937,632-339-4%$1.9M$1.1M-$828.1K2026-10-26
Strategic Blueprint, LLC
DECREASED7,2837,657-374-5%$2.0M$1.1M-$835.9K2026-10-22
Center For Asset Management LLC
INCREASED7,2776,967+310+4%$1.8M$1.1M-$660.7K2026-10-16
Claro Advisors Inc.
DECREASED7,1857,314-129-2%$1.9M$1.1M-$763.5K2026-11-02
Angeles Wealth Management, LLC
INCREASED7,1766,720+456+7%$1.7M$1.1M-$613.1K2026-10-26
Opinicus Capital, Inc.
DECREASED7,1117,285-174-2%$1.9M$1.1M-$767.4K2026-10-28
Meridian Wealth Management, LLC
DECREASED7,0708,377-1,307-16%$2.1M$1.1M-$1.1M2026-11-05
Canton Hathaway, LLC
UNCHANGED7,0007,00000%$1.8M$1.1M-$711.7K2026-10-23
Harold Davidson & Associates Inc.
DECREASED6,9928,781-1,789-20%$2.2M$1.1M-$1.2M2026-10-29
Harbor Investment Advisory, LLC
DECREASED6,9887,674-686-9%$2.0M$1.1M-$885.7K2026-10-13
Simplicity Wealth,LLC
INCREASED6,9735,909+1,064+18%$1.5M$1.1M-$437.2K2026-10-23
Cornerstone Wealth Management, LLC
INCREASED6,9596,251+708+11%$1.6M$1.1M-$526.6K2026-11-04
Impact Capital Partners LLC
INCREASED6,9582,350+4,608+196%$600.2K$1.1M+$469.7K2026-10-22
Secure Asset Management, LLC
INCREASED6,9436,939+4+0%$1.8M$1.1M-$704.8K2026-10-19
Personal CFO Solutions, LLC
DECREASED6,8667,719-853-11%$2.0M$1.1M-$915.8K2026-11-06
J.Safra Asset Management Corp
INCREASED6,8496,295+554+9%$1.6M$1.1M-$555.0K2026-11-03
Genus Capital Management Inc.
DECREASED6,84558,153-51,308-88%$14.9M$1.1M-$13.8M2026-11-04
First Nebraska Trust Co
UNCHANGED6,8126,81200%$1.7M$1.0M-$692.6K2026-10-30
Kesler, Norman & Wride, LLC
DECREASED6,8037,260-457-6%$1.9M$1.0M-$808.4K2026-11-06
Dutch Asset Corp
DECREASED6,7688,463-1,695-20%$2.2M$1.0M-$1.1M2026-10-20
Smith Salley Wealth Management
INCREASED6,7685,307+1,461+28%$1.4M$1.0M-$315.0K2026-11-03
Moody National Bank Trust Division
DECREASED6,7456,759-140%$1.7M$1.0M-$689.3K2026-10-06
Silverberg Bernstein Capital Management LLC
UNCHANGED6,7306,73000%$1.7M$1.0M-$684.2K2026-10-13
GF Fund Management Co. Ltd.
NEW6,714—+6,714——$1.0M—2026-10-26
Peachtree Investment Partners, LLC
DECREASED6,6769,784-3,108-32%$2.5M$1.0M-$1.5M2026-11-05
Cascade Investment Group, Inc.
DECREASED6,6456,972-327-5%$1.8M$1.0M-$759.1K2026-10-13
Montag A & Associates Inc
INCREASED6,5916,225+366+6%$1.6M$1.0M-$576.6K2026-10-29
Benchmark Financial Wealth Advisors, LLC
DECREASED6,5747,426-852-11%$1.9M$1.0M-$886.1K2026-10-20
Sitrin Capital Management LLC
UNCHANGED6,5306,53000%$1.7M$1.0M-$663.8K2026-10-19
Bangor Savings Bank
DECREASED6,5196,551-320%$1.7M$1.0M-$671.0K2026-10-06
Partnership Wealth Management, LLC
UNCHANGED6,5006,50000%$1.7M$999.4K-$660.9K2026-10-05
UMB Bank, n.a.
DECREASED6,4066,804-398-6%$1.7M$985.0K-$753.0K2026-11-06
Pilgrim Partners Asia Pte Ltd
INCREASED6,4002,600+3,800+146%$664.1K$984.1K+$319.9K2026-10-29
Ipswich Investment Management Co., Inc.
UNCHANGED6,4006,40000%$1.6M$984.1K-$650.7K2026-10-13
First Merchants Corp
DECREASED6,3206,469-149-2%$1.7M$971.8K-$680.6K2026-10-15
Thompson Davis & Co., Inc.
DECREASED6,3008,020-1,720-21%$2.0M$968.7K-$1.1M2026-11-05
WBH Advisory Inc
INCREASED6,2985,609+689+12%$1.4M$968.4K-$464.3K2026-11-05
Fairvoy Private Wealth, LLC
DECREASED6,1959,425-3,230-34%$2.4M$952.5K-$1.5M2026-10-19
Golden State Wealth Management, LLC
INCREASED6,1572,880+3,277+114%$735.6K$946.7K+$211.1K2026-11-02
Highland Capital Management, LLC
DECREASED6,14077,383-71,243-92%$19.8M$944.1K-$18.8M2026-10-26
Premier Path Wealth Partners, LLC
DECREASED6,1306,680-550-8%$1.7M$942.6K-$763.8K2026-10-16
Wealth Effects LLC
INCREASED6,1254,797+1,328+28%$1.2M$941.8K-$283.5K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED6,1126,318-206-3%$1.6M$939.8K-$674.0K2026-11-04
Thompson Investment Management, Inc.
DECREASED6,0976,147-50-1%$1.6M$937.5K-$632.7K2026-10-14
Princeton Global Asset Management LLC
INCREASED6,0736,071+2+0%$1.6M$933.7K-$617.1K2026-10-21
Nautilus Advisors LLC
INCREASED6,0705,815+255+4%$1.1M$933.3K-$176.7K2026-10-07
Syntax Research, Inc.
NEW6,062—+6,062——$932.1K—2026-11-04
Simon Quick Advisors, LLC
INCREASED6,0253,686+2,339+63%$941.4K$926.4K-$15.0K2026-10-26
NBT Bank, N.A.
DECREASED6,0126,084-72-1%$1.6M$924.4K-$629.6K2026-10-21
Kathmere Capital Management, LLC
INCREASED5,9865,851+135+2%$1.5M$920.4K-$574.1K2026-10-20
Rede Wealth, LLC
INCREASED5,9815,946+35+1%$1.5M$919.6K-$599.1K2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED5,9505,632+318+6%$1.4M$914.9K-$523.7K2026-10-20
Natural Investments, LLC
INCREASED5,9175,575+342+6%$1.4M$909.8K-$514.2K2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED5,9095,763+146+3%$1.5M$908.6K-$563.5K2026-10-13
1620 Investment Advisors, Inc.
DECREASED5,8986,623-725-11%$1.7M$906.8K-$785.0K2026-11-04
OmniStar Financial Group, Inc.
DECREASED5,89711,711-5,814-50%$3.0M$906.8K-$2.1M2026-10-26
Victory Financial Group, LLC
INCREASED5,8935,357+536+10%$1.4M$906.1K-$462.2K2026-10-27
Mather Group, Llc.
INCREASED5,8362,358+3,478+148%$602.2K$897.3K+$295.1K2026-10-14
Sterling Investment Counsel, LLC
INCREASED5,7965,795+1+0%$1.5M$891.2K-$589.1K2026-10-19
PVG Asset Management Corp
DECREASED5,7506,679-929-14%$1.7M$884.1K-$821.9K2026-10-19
bLong Financial, LLC
INCREASED5,7505,650+100+2%$1.4M$884.1K-$559.1K2026-10-29
Fortune 45 LLC
INCREASED5,7144,926+788+16%$1.3M$878.7K-$380.1K2026-10-14
1900 Wealth Management LLC
DECREASED5,7045,830-126-2%$1.5M$877.0K-$612.1K2026-10-13
Canopy Partners, LLC
INCREASED5,6821,868+3,814+204%$477.1K$873.7K+$396.5K2026-10-28
Axxcess Wealth Management, LLC
DECREASED5,6786,903-1,225-18%$1.8M$873.1K-$890.2K2026-10-21
Bison Wealth, LLC
DECREASED5,6696,492-823-13%$1.3M$835.0K-$429.6K2026-10-13
Alta Advisers Ltd
INCREASED5,6683,144+2,524+80%$803.1K$871.5K+$68.4K2026-11-02
Avestar Capital, LLC
DECREASED5,6565,847-191-3%$1.5M$869.7K-$623.7K2026-10-28
ARS Wealth Advisors Group, LLC
INCREASED5,6415,225+416+8%$1.3M$867.3K-$467.3K2026-10-16
Fortress Financial Solutions, LLC
NEW5,640—+5,640——$867.3K—2026-10-14
ARS Investment Partners, LLC
UNCHANGED5,6405,64000%$1.4M$867.2K-$573.4K2026-11-05
Appleton Partners Inc
DECREASED5,62823,739-18,111-76%$6.1M$865.0K-$5.2M2026-10-30
Drum Hill Capital, LLC
INCREASED5,6233,667+1,956+53%$936.7K$864.6K-$72.1K2026-10-20
Guerra PAN Advisors, LLC
UNCHANGED5,6145,61400%$1.4M$745.2K-$688.8K2026-10-26
Sapient Capital LLC
INCREASED5,5435,121+422+8%$1.3M$852.3K-$455.8K2026-10-08
Howard Capital Management, LLC
DECREASED5,5365,596-60-1%$1.4M$851.2K-$578.2K2026-10-16
High Net Worth Advisory Group LLC
INCREASED5,4875,475+12+0%$1.4M$843.7K-$554.8K2026-10-26
Beacon Bank & Trust
DECREASED5,4775,863-386-7%$1.5M$842.1K-$655.4K2026-10-27
Integral Investment Advisors, Inc.
DECREASED5,4285,578-150-3%$1.4M$834.6K-$590.2K2026-11-03
Coastline Trust Co
DECREASED5,4206,080-660-11%$1.6M$833.4K-$719.6K2026-10-01
Key FInancial Inc
DECREASED5,4165,653-237-4%$1.4M$832.8K-$611.2K2026-11-02
Great Lakes Advisors, LLC
DECREASED5,4066,094-688-11%$1.6M$831.2K-$725.4K2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED5,3575,707-350-6%$1.5M$823.6K-$634.2K2026-10-29
Sierra Summit Advisors LLC
INCREASED5,3022,802+2,500+89%$715.7K$815.2K+$99.5K2026-10-28
Rossmore Private Capital
UNCHANGED5,3005,30000%$1.4M$814.9K-$538.9K2026-10-27
Harbor Capital Advisors, Inc.
NEW5,295—+5,295——$814.0K—2026-10-22
Greenwood Gearhart LLC
INCREASED5,2635,091+172+3%$1.3M$809.2K-$491.2K2026-11-02
Directional Asset Management
INCREASED5,2595,186+73+1%$1.3M$808.7K-$516.1K2026-10-22
Welch Group, LLC
INCREASED5,2435,051+192+4%$1.3M$806.2K-$484.0K2026-10-29
Academy Capital Management
UNCHANGED5,2155,21500%$1.3M$801.9K-$530.2K2026-11-05
Triad Wealth Partners, LLC
DECREASED5,2085,540-332-6%$812.4K$800.8K-$11.5K2026-10-26
Peoples Bank
DECREASED5,1995,604-405-7%$1.4M$799.4K-$632.0K2026-10-26
Redhawk Wealth Advisors, Inc.
DECREASED5,15214,058-8,906-63%$3.6M$792.2K-$2.8M2026-10-14
Accredited Investors Inc.
INCREASED5,1473,635+1,512+42%$928.5K$791.5K-$137.0K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED5,1153,691+1,424+39%$942.8K$786.5K-$156.3K2026-10-15
V-Square Quantitative Management LLC
INCREASED5,1113,932+1,179+30%$1.0M$785.9K-$218.5K2026-10-15
Veracity Capital LLC
DECREASED5,1037,705-2,602-34%$2.0M$784.6K-$1.2M2026-10-08
Advisory Resource Group
INCREASED5,0815,066+15+0%$1.3M$781.3K-$512.8K2026-10-26
Turn8 Private Wealth Inc.
NEW5,075—+5,075——$780.3K—2026-11-05
O'Brien Greene & Co. Inc
DECREASED5,0555,401-346-6%$1.4M$777.3K-$602.3K2026-11-05
Greenspring Advisors, LLC
DECREASED5,0186,257-1,239-20%$1.6M$771.6K-$826.7K2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED5,0145,023-90%$1.3M$771.0K-$512.1K2026-11-02
Lantz Financial LLC
DECREASED5,0055,023-180%$1.3M$769.6K-$513.5K2026-10-15
Successful Portfolios LLC
DECREASED5,0055,009-40%$961.4K$805.1K-$156.3K2026-10-09
Summit Place Financial Advisors, LLC
NEW5,000—+5,000——$768.8K—2026-10-23
Mariner Investment Group LLC
DECREASED5,00014,000-9,000-64%$3.6M$768.8K-$2.8M2026-11-04
Moody Lynn Lieberson & Walker, LLC
DECREASED5,0005,270-270-5%$1.3M$768.8K-$577.3K2026-10-14
Tobam
DECREASED4,9967,127-2,131-30%$1.8M$768.0K-$1.1M2026-11-03
Rakuten Securities, Inc.
INCREASED4,9784,803+175+4%$1.2M$765.4K-$461.4K2026-11-02
Aviance Capital Partners, LLC
DECREASED4,9755,489-514-9%$1.4M$765.0K-$637.1K2026-10-29
NewSquare Capital LLC
INCREASED4,9624,894+68+1%$1.3M$763.0K-$487.1K2026-11-06
RKL Wealth Management LLC
DECREASED4,9514,955-40%$1.3M$761.3K-$504.3K2026-10-16
M Holdings Securities, Inc.
NEW4,940—+4,940——$626—2026-11-03
PFC Capital Group, Inc.
INCREASED4,9354,485+450+10%$1.1M$758.8K-$386.2K2026-11-06
Key Client Fiduciary Advisors, LLC
INCREASED4,9244,672+252+5%$1.2M$757.1K-$436.2K2026-10-19
Powers Advisory Group, LLC
DECREASED4,9055,437-532-10%$1.4M$754.2K-$634.6K2026-10-14
Kepler Cheuvreux (Suisse) SA
DECREASED4,9035,801-898-15%$1.5M$753.9K-$727.9K2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED4,8713,247+1,624+50%$829.4K$748.9K-$80.5K2026-10-16
Fragasso Financial Advisors Inc
INCREASED4,8482,738+2,110+77%$699.5K$759.7K+$60.2K2026-10-13
Gryphon Financial Partners LLC
INCREASED4,8434,365+478+11%$1.1M$744.6K-$370.5K2026-11-04
Fulton Bank, N.A.
INCREASED4,8244,597+227+5%$1.2M$741.7K-$432.5K2026-10-14
Davis Investment Partners, LLC
INCREASED4,8214,799+22+0%$1.2M$741.3K-$484.5K2026-11-05
Diversified Enterprises, LLC
INCREASED4,7894,601+188+4%$1.2M$736.3K-$438.8K2026-10-19
Emergent Wealth Advisors, LLC
INCREASED4,7854,783+2+0%$1.2M$735.8K-$486.0K2026-10-09
Graves Light Lenhart Wealth, Inc.
DECREASED4,7814,849-68-1%$1.2M$735.1K-$503.6K2026-10-09
Teza Capital Management LLC
INCREASED4,7644,430+334+8%$1.1M$732.5K-$399.0K2026-10-23
Capstone Wealth Management Group, Inc.
DECREASED4,7624,833-71-1%$1.2M$732.2K-$502.4K2026-10-19
LCM Capital Management Inc
DECREASED4,7414,948-207-4%$1.3M$729.0K-$534.9K2026-10-20
Genesee Capital Advisors, LLC
INCREASED4,7334,291+442+10%$1.1M$727.7K-$368.4K2026-10-20
Lincoln Capital Corp
DECREASED4,7315,925-1,194-20%$1.5M$727.4K-$786.1K2026-10-13
Everhart Financial Group, Inc.
INCREASED4,7144,339+375+9%$1.1M$724.8K-$383.5K2026-10-08
TBH Global Asset Management, LLC
NEW4,704—+4,704——$723.3K—2026-11-03
Avior Wealth Management, LLC
INCREASED4,6894,580+109+2%$1.2M$721.0K-$449.0K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED4,6824,631+51+1%$1.2M$719.9K-$463.0K2026-10-19
Burney Co/
NEW4,652—+4,652——$715.4K—2026-10-15
Fortitude Advisory Group L.L.C.
INCREASED4,6434,218+425+10%$1.1M$714.0K-$363.4K2026-10-15
Kelleher Financial Advisors
DECREASED4,6229,144-4,522-49%$2.3M$710.7K-$1.6M2026-10-30
Aljian Capital Management, LLC
INCREASED4,6002,370+2,230+94%$605.4K$707.3K+$102.0K2026-10-28
Roman Butler Fullerton & Co
DECREASED4,5884,632-44-1%$848.2K$609.1K-$239.1K2026-10-27
Vista Investment Partners LLC
INCREASED4,5713,776+795+21%$964.5K$702.8K-$261.7K2026-10-08
Almanack Investment Partners, Llc.
INCREASED4,5584,097+461+11%$1.0M$700.8K-$345.7K2026-11-03
Investors Asset Management of Georgia Inc
UNCHANGED4,5584,55800%$1.2M$700.8K-$463.4K2026-10-20
TrustBank
UNCHANGED4,5514,55100%$1.2M$699.8K-$462.7K2026-10-20
Apella Capital, LLC
INCREASED4,5434,310+233+5%$799.0K$741.6K-$57.4K2026-10-08
Perryman Financial Advisory Inc
INCREASED4,5162,906+1,610+55%$742.3K$694.4K-$47.9K2026-10-16
Allegheny Financial Group
INCREASED4,4844,376+108+2%$1.1M$689.5K-$428.3K2026-11-05
Alliance Wealth Advisors, LLC
INCREASED4,4824,045+437+11%$1.0M$689.2K-$344.0K2026-10-14
Coquina Private Wealth LLC
INCREASED4,4794,272+207+5%$1.1M$688.7K-$402.4K2026-10-27
Sheets Smith Wealth Management
UNCHANGED4,4754,47500%$1.1M$688.1K-$454.9K2026-10-16
Taylor Financial Group, Inc.
DECREASED4,4604,567-107-2%$1.2M$685.8K-$480.8K2026-11-02
Versant Capital Management, Inc
INCREASED4,4524,411+41+1%$1.1M$684.5K-$442.2K2026-10-02
Moneco Advisors, LLC
INCREASED4,4514,257+194+5%$1.1M$684.4K-$403.0K2026-11-05
apricus wealth, LLC
DECREASED4,4324,892-460-9%$1.2M$681.5K-$568.1K2026-10-26
West Paces Advisors Inc.
DECREASED4,4124,887-475-10%$1.2M$678.4K-$569.9K2026-10-13
Focused Wealth Management, Inc
INCREASED4,3884,335+53+1%$1.1M$674.6K-$432.7K2026-10-30
Clear Creek Financial Management, LLC
INCREASED4,3633,481+882+25%$889.1K$670.9K-$218.2K2026-10-28
Titleist Asset Management, LLC
INCREASED4,3574,195+162+4%$1.1M$669.9K-$401.7K2026-10-08
S-Bank Fund Management Ltd
INCREASED4,3104,101+209+5%$1.0M$662.7K-$384.8K2026-11-06
Armstrong Henry H Associates Inc
UNCHANGED4,3004,30000%$1.1M$661.2K-$437.2K2026-10-07
MBL Wealth, LLC
DECREASED4,2995,053-754-15%$1.3M$661.0K-$629.7K2026-10-22
Orange Investment Advisors, Inc.
UNCHANGED4,2954,29500%$1.1M$660.4K-$436.7K2026-10-23
Dudley Capital Management, LLC
DECREASED4,2764,676-400-9%$1.2M$657.5K-$536.9K2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED4,2733,859+414+11%$981.8K$656.9K-$324.9K2026-10-13
Grove Bank & Trust
INCREASED4,2614,161+100+2%$1.1M$655.2K-$407.7K2026-10-08
Inscription Capital, LLC
DECREASED4,2545,035-781-16%$1.3M$654.1K-$631.9K2026-11-02
Nikulski Financial, Inc.
DECREASED4,2504,313-63-1%$1.1M$653.4K-$448.2K2026-11-06
AdvisorNet Financial, Inc
DECREASED4,24212,070-7,828-65%$3.1M$597.6K-$2.5M2026-10-15
Journey Advisory Group, LLC
DECREASED4,2304,454-224-5%$1.1M$650.4K-$487.3K2026-11-04
Generali Investments, Management Co LLC
DECREASED4,2175,182-965-19%$1.3M$648.4K-$675.2K2026-10-19
Providence Wealth Advisors, LLC
UNCHANGED4,1984,19800%$859.6K$689.3K-$170.4K2026-10-29
Accel Wealth Management
INCREASED4,1842,837+1,347+47%$724.7K$643.4K-$81.3K2026-10-13
Ibex Wealth Advisors
DECREASED4,18030,831-26,651-86%$7.9M$642.7K-$7.2M2026-11-06
Formuepleje A/S
DECREASED4,1676,955-2,788-40%$1.8M$640.7K-$1.1M2026-10-15
Plancorp, LLC
DECREASED4,1565,468-1,312-24%$1.0M$512.5K-$488.8K2026-11-03
KRS Capital Management, LLC
INCREASED4,1514,079+72+2%$1.0M$638.3K-$403.7K2026-10-16
Yankcom Partnership
DECREASED4,1364,160-24-1%$1.1M$636.0K-$426.6K2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED4,1333,866+267+7%$885.1K$422.2K-$462.9K2026-11-04
Fiduciary Family Office, LLC
INCREASED4,1324,029+103+3%$1.0M$635.3K-$393.8K2026-11-04
Silvia Mccoll Wealth Management, LLC
UNCHANGED4,1254,12500%$1.1M$634.3K-$419.4K2026-10-07
Rockland Trust Co
INCREASED4,1204,100+20+0%$1.0M$633.5K-$413.8K2026-10-05
Golden Reserve Retirement LLC
NEW4,115—+4,115——$632.7K—2026-11-02
Intrua Financial, LLC
DECREASED4,0984,234-136-3%$1.1M$630.1K-$451.4K2026-10-28
Wakefield Asset Management Lllp
INCREASED4,0953,506+589+17%$895.5K$629.6K-$265.9K2026-11-05
First County Bank
INCREASED4,0943,854+240+6%$984.4K$629.5K-$354.9K2026-10-13
Beirne Wealth Consulting Services, LLC
INCREASED4,0634,055+8+0%$1.0M$624.8K-$411.2K2026-10-19
Advisor OS, LLC
INCREASED4,0063,434+572+17%$877.1K$615.9K-$261.2K2026-11-03
Compass Ion Advisors, LLC
INCREASED3,9643,816+148+4%$974.8K$609.4K-$365.4K2026-10-23
Twelve Points Wealth Management LLC
UNCHANGED3,9513,95100%$1.0M$487.2K-$522.0K2026-11-03
TritonPoint Partners, LLC
DECREASED3,9184,654-736-16%$1.2M$602.4K-$586.3K2026-11-05
MCF Advisors LLC
INCREASED3,8973,505+392+11%$895.3K$599.2K-$296.1K2026-10-28
Adirondack Trust Co
UNCHANGED3,8843,88400%$992.1K$597.2K-$394.9K2026-10-14
Bernardo Wealth Planning LLC
INCREASED3,8641,867+1,997+107%$476.9K$594.1K+$117.2K2026-10-23
Chapin Davis, Inc.
DECREASED3,8323,926-94-2%$1.0M$589.2K-$413.6K2026-10-09
TD Private Client Wealth LLC
INCREASED3,8303,661+169+5%$935.2K$589.0K-$346.3K2026-10-28
Lmcg Investments, LLC
UNCHANGED3,8273,82700%$977.5K$588.4K-$389.1K2026-10-21
Plimoth Trust Co LLC
INCREASED3,8152,625+1,190+45%$670.5K$586.6K-$83.9K2026-10-26
Smithbridge Asset Management Inc
UNCHANGED3,8003,80000%$970.6K$584.3K-$386.3K2026-10-19
Abel Hall, LLC
DECREASED3,7804,358-578-13%$1.1M$581.2K-$532.0K2026-10-19
CFM Wealth Partners LLC
INCREASED3,7763,010+766+25%$768.8K$580.6K-$188.2K2026-11-05
Baker Tilly Wealth Management, LLC
INCREASED3,7712,094+1,677+80%$534.9K$579.8K+$44.9K2026-10-05
Souders Financial Advisors
INCREASED3,7712,625+1,146+44%$670.4K$579.8K-$90.6K2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED3,7673,747+20+1%$957.1K$579.2K-$377.9K2026-10-28
Confluence Wealth Services, Inc.
DECREASED3,7663,903-137-4%$996.8K$579.0K-$417.7K2026-11-05
SC&H Financial Advisors, Inc.
UNCHANGED3,7603,76000%$960.5K$578.2K-$382.3K2026-10-14
Eukles Asset Management
INCREASED3,7493,285+464+14%$839.1K$576.4K-$262.6K2026-11-04
Brown Miller Wealth Management, LLC
INCREASED3,7493,670+79+2%$937.6K$576.4K-$361.2K2026-11-02
Midland Wealth Advisors, LLC
DECREASED3,7473,763-160%$961.2K$576.1K-$385.0K2026-10-26
Gilman Hill Asset Management, LLC
UNCHANGED3,7393,73900%$955.1K$574.9K-$380.1K2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED3,7383,840-102-3%$980.9K$574.8K-$406.1K2026-10-22
Sharper & Granite LLC
DECREASED3,7234,273-550-13%$1.1M$506.2K-$585.2K2026-11-02
Hamilton Point Investment Advisors, LLC
UNCHANGED3,7223,72200%$950.7K$572.3K-$378.4K2026-11-03
Strategic Advisors LLC
UNCHANGED3,7123,71200%$948.1K$570.7K-$377.3K2026-10-13
Pittenger & Anderson Inc
INCREASED3,7106+3,704+61733%$1.5K$570.5K+$568.9K2026-11-02
First Affirmative Financial Network
NEW3,700—+3,700——$568.9K—2026-10-21
Northside Capital Management, LLC
UNCHANGED3,7003,70000%$945.1K$568.9K-$376.2K2026-10-13
Vista Capital Partners, Inc.
INCREASED3,6703,551+119+3%$906.9K$564.3K-$342.6K2026-11-06
HBW Advisory Services LLC
DECREASED3,6573,660-30%$934.9K$562.2K-$372.7K2026-10-15
Heck Capital Advisors, LLC
NEW3,648—+3,648——$560.9K—2026-10-14
Valley National Advisers Inc
INCREASED3,6453,609+36+1%$921.9K$560.4K-$361.5K2026-10-23
Facet Wealth, Inc.
INCREASED3,6363,263+373+11%$833.5K$559.1K-$274.4K2026-11-04
Turtle Creek Wealth Advisors, LLC
INCREASED3,6273,422+205+6%$874.1K$557.7K-$316.4K2026-10-15
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED3,6153,61500%$923.4K$555.8K-$367.5K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED3,6083,349+259+8%$855.4K$553.0K-$302.5K2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
INCREASED3,6073,447+160+5%$880.4K$554.6K-$325.8K2026-10-23
First Growth Capital LLC
DECREASED3,6073,757-150-4%$959.7K$554.6K-$405.0K2026-10-15
Partners in Financial Planning
UNCHANGED3,6013,60100%$919.8K$553.7K-$366.1K2026-11-06
Conning Inc.
DECREASED3,599187,820-184,221-98%$48.0M$553.4K-$47.4M2026-10-27
Ridgepath Capital Management LLC
INCREASED3,5723,568+4+0%$911.4K$549.3K-$362.2K2026-10-29
Altus Wealth Group LLC
DECREASED3,5533,667-114-3%$936.7K$546.3K-$390.4K2026-10-20
Wealth Architects, LLC
INCREASED3,5493,525+24+1%$900.4K$545.7K-$354.7K2026-11-03
Procyon Advisors, LLC
DECREASED3,5483,720-172-5%$950.2K$545.6K-$404.7K2026-10-21
New Hampshire Trust
DECREASED3,5253,740-215-6%$955.3K$542.0K-$413.3K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED3,5182,577+941+37%$658.2K$540.9K-$117.3K2026-10-08
Forum Financial Management, LP
DECREASED3,5183,560-42-1%$909.4K$540.9K-$368.4K2026-10-16
Founders Financial Securities LLC
INCREASED3,4832,815+668+24%$718.9K$535.6K-$183.3K2026-10-28
Chicago Trust Co NA
DECREASED3,4814,031-550-14%$1.0M$535.2K-$494.4K2026-10-28
StoneRidge PMG Advisors, LLC
NEW3,476—+3,476——$534.0K—2026-11-04
Cordgrass Capital Advisors, LLC
DECREASED3,4674,715-1,248-26%$1.2M$533.1K-$671.3K2026-10-30
Regent Peak Wealth Advisors LLC
DECREASED3,4673,569-102-3%$911.6K$533.1K-$378.5K2026-10-13
May Hill Capital, LLC
INCREASED3,4563,449+7+0%$881.0K$531.3K-$349.6K2026-11-03
Waterfront Wealth Inc.
UNCHANGED3,4553,45500%$659.5K$457.5K-$202.0K2026-11-03
SmartHarvest Portfolios, LLC
INCREASED3,4293,352+77+2%$856.2K$527.3K-$328.9K2026-10-26
Montecito Bank & Trust
INCREASED3,4252,910+515+18%$743.3K$526.6K-$216.7K2026-10-01
First Horizon Corp
UNCHANGED3,4133,41300%$871.8K$524.8K-$347.0K2026-10-26
Generali Asset Management SPA SGR
DECREASED3,4124,565-1,153-25%$1.2M$524.6K-$641.4K2026-10-26
Baker Ellis Asset Management LLC
DECREASED3,4104,650-1,240-27%$1.2M$524.3K-$663.4K2026-10-14
Albion Financial Group
INCREASED3,4013,386+15+0%$864.9K$522.9K-$342.0K2026-10-21
Wilkerson Advisory Group LLC
DECREASED3,3893,439-50-1%$878.5K$521.2K-$357.4K2026-10-20
Hendershot Investments Inc.
DECREASED3,3723,401-29-1%$868.7K$518.5K-$350.2K2026-11-05
Pathway Wealth Management LLC
UNCHANGED3,3653,36500%$859.5K$517.4K-$342.1K2026-10-19
Parcion Private Wealth LLC
INCREASED3,3293,324+5+0%$849.0K$511.9K-$337.2K2026-10-28
LexAurum Advisors, LLC
DECREASED3,3273,337-100%$852.5K$511.6K-$340.8K2026-10-19
Bright Futures Wealth Management, Llc.
INCREASED3,3273,326+1+0%$849.6K$511.6K-$338.1K2026-10-23
GC Wealth Management RIA, LLC
INCREASED3,3262,966+360+12%$757.6K$511.4K-$246.2K2026-11-02
Vista Investment Partners II, LLC
DECREASED3,3243,353-29-1%$856.6K$511.1K-$345.5K2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
NEW3,300—+3,300——$507.4K—2026-10-21
Martin Capital Advisors, LLP
INCREASED3,2903,030+260+9%$774.0K$505.9K-$268.1K2026-10-15
Northland Securities, Inc.
UNCHANGED3,2893,28900%$840.1K$505.7K-$334.4K2026-11-02
Poehling Capital Management, Inc.
DECREASED3,2783,424-146-4%$874.6K$504.0K-$370.6K2026-10-20
Moran Wealth Management, LLC
DECREASED3,2733,310-37-1%$845.5K$503.3K-$342.2K2026-10-22
Alpine Bank Wealth Management
INCREASED3,2693,000+269+9%$766.3K$502.6K-$263.6K2026-10-16
Fairscale Capital, LLC
INCREASED3,2423,237+5+0%$826.8K$399.8K-$427.1K2026-11-04
Cidel Asset Management Inc
DECREASED3,2305,939-2,709-46%$1.5M$496.6K-$1.0M2026-10-29
Kennebec Savings Bank
INCREASED3,2173,183+34+1%$813.0K$494.6K-$318.4K2026-10-22
Acima Private Wealth, LLC
UNCHANGED3,2003,20000%$817.4K$492.0K-$325.3K2026-10-05
Davis-Rea Ltd.
UNCHANGED3,2003,20000%$817.4K$492.0K-$325.3K2026-10-13
Swiss RE LTD
INCREASED3,1941,944+1,250+64%$496.6K$491.1K-$5.4K2026-11-06
Lodestar Private Asset Management LLC
UNCHANGED3,1943,19400%$815.8K$491.1K-$324.7K2026-10-26
Sentry LLC
DECREASED3,1893,539-350-10%$904.0K$490.3K-$413.6K2026-10-30
Retirement Planning Group, LLC
DECREASED3,1823,482-300-9%$889.4K$489.3K-$400.2K2026-10-19
Alchemi Wealth, LLC
DECREASED3,1783,291-113-3%$840.9K$488.8K-$352.1K2026-11-04
Embree Financial Group
INCREASED3,1762,962+214+7%$756.5K$488.3K-$268.2K2026-10-22
Hohimer Wealth Management, LLC
UNCHANGED3,1653,16500%$808.5K$486.7K-$321.8K2026-11-04
Kercheville Advisors, LLC
DECREASED3,1607,055-3,895-55%$1.8M$485.9K-$1.3M2026-10-19
Ignite Planners, LLC
INCREASED3,1582,943+215+7%$752.2K$491.8K-$260.4K2026-10-14
Ascentis Wealth Management, LLC
INCREASED3,1512,963+188+6%$756.8K$484.5K-$272.3K2026-11-03
Lake Hills Wealth Management, LLC
NEW3,143—+3,143——$483.3K—2026-10-07
Values Added Financial LLC
DECREASED3,1363,282-146-4%$838.3K$482.2K-$356.1K2026-10-28
Concord Wealth Partners
INCREASED3,1232,815+308+11%$719.0K$480.2K-$238.8K2026-11-02
Elevated Private Wealth, LLC
INCREASED3,1183,110+8+0%$794.4K$479.4K-$315.0K2026-10-15
Ifrah Financial Services, Inc.
DECREASED3,1023,167-65-2%$809.0K$477.0K-$332.0K2026-10-13
CRA Financial Services, LLC
DECREASED3,0883,717-629-17%$949.4K$474.8K-$474.6K2026-10-16
McAdam, LLC
INCREASED3,0872,819+268+10%$720.1K$474.7K-$245.4K2026-10-21
South Shore Capital Advisors
DECREASED3,0803,425-345-10%$874.8K$473.6K-$401.3K2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED3,0753,013+62+2%$769.6K$472.8K-$296.8K2026-10-15
Resonant Capital Advisors, LLC
INCREASED3,0592,889+170+6%$737.9K$470.4K-$267.6K2026-10-15
Trust Co of the South
INCREASED3,0503,000+50+2%$766.3K$469.0K-$297.3K2026-10-21
Tradewinds Capital Management, LLC
DECREASED3,0503,076-26-1%$785.7K$469.0K-$316.7K2026-10-23
Buckhead Capital Management LLC
INCREASED3,0453,037+8+0%$775.7K$468.2K-$307.5K2026-11-03
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED3,0435,043-2,000-40%$1.3M$467.9K-$819.5K2026-10-21
Essex Bank
INCREASED3,0422,859+183+6%$730.3K$467.7K-$262.5K2026-10-16
Journey Retirement Planning & Investment Management LLC
INCREASED3,0181,712+1,306+76%$437.4K$464.2K+$26.8K2026-10-09
Sky Investment Group LLC
NEW2,985—+2,985——$459.0K—2026-10-30
Ashton Thomas Securities, LLC
INCREASED2,9801,372+1,608+117%$343.8K$458.2K+$114.4K2026-10-26
Beacon Financial Group
INCREASED2,9652,692+273+10%$687.6K$455.9K-$231.7K2026-10-19
Milestones Private Investment Advisors LLC
UNCHANGED2,9592,95900%$755.8K$455.0K-$300.8K2026-10-19
Dynamic Advisor Solutions LLC
DECREASED2,9453,876-931-24%$990.0K$452.8K-$537.2K2026-10-13
Southland Equity Partners LLC
INCREASED2,9412,514+427+17%$642.1K$452.2K-$189.9K2026-10-14
OAK Family Advisors, LLC
UNCHANGED2,9352,93500%$749.7K$451.3K-$298.4K2026-10-19
Lake Street Private Wealth, LLC
DECREASED2,9293,809-880-23%$973.0K$450.3K-$522.7K2026-10-22
Monte Financial Group, LLC
UNCHANGED2,9252,92500%$404.4K$449.7K+$45.4K2026-11-02
Juno Financial Group LLC
INCREASED2,9212,875+46+2%$734.2K$449.2K-$285.0K2026-10-27
Riverwater Partners LLC
DECREASED2,9084,504-1,596-35%$1.2M$447.1K-$703.3K2026-11-03
Trilogy Capital Inc.
INCREASED2,9032,178+725+33%$556.3K$446.4K-$109.9K2026-10-20
Isthmus Partners, LLC
UNCHANGED2,8702,87000%$733.1K$441.3K-$291.8K2026-10-21
Sage Capital Management, LLC
NEW2,858—+2,858——$440.0K—2026-10-20
BIP Wealth, LLC
INCREASED2,8572,181+676+31%$557.1K$439.3K-$117.8K2026-10-22
Ledyard National Bank
DECREASED2,8385,159-2,321-45%$1.3M$436.4K-$881.4K2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED2,8293,100-271-9%$791.9K$434.9K-$357.0K2026-10-16
Milestone Asset Management, LLC
DECREASED2,8282,932-104-4%$749.1K$434.9K-$314.2K2026-10-15
Northwest Wealth Management, LLC
INCREASED2,8232,774+49+2%$708.6K$434.1K-$274.5K2026-10-30
Tableaux LLC
INCREASED2,8022,678+124+5%$684.0K$430.8K-$253.2K2026-10-23
Armbruster Capital Management, Inc.
INCREASED2,8022,769+33+1%$707.3K$430.8K-$276.5K2026-10-19
Shira Ridge Wealth Management
INCREASED2,794829+1,965+237%$211.8K$429.6K+$217.8K2026-10-09
Guardian Asset Advisors, LLC
DECREASED2,7913,297-506-15%$842.2K$429.1K-$413.1K2026-10-16
Edgemoor Investment Advisors, Inc.
INCREASED2,7812,505+276+11%$639.9K$427.7K-$212.3K2026-11-03
Encompass Wealth Advisors, LLC
NEW2,778—+2,778——$427.2K—2026-10-15
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED2,7772,77700%$709.3K$427.0K-$282.3K2026-11-02
Willis Investment Counsel
UNCHANGED2,7562,75600%$704.0K$423.8K-$280.2K2026-10-20
Uncommon Cents Investing Inc
DECREASED2,7432,870-127-4%$733.1K$421.8K-$311.3K2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED2,7312,73100%$697.6K$419.9K-$277.7K2026-11-05
One Way Holdings LLC
INCREASED2,7242,528+196+8%$645.7K$418.8K-$226.9K2026-10-29
B.O.S.S. Retirement Advisors, LLC
INCREASED2,7212,650+71+3%$676.9K$418.3K-$258.6K2026-10-26
Prescott Group Capital Management, L.L.C.
UNCHANGED2,7032,70300%$690.4K$415.6K-$274.8K2026-10-30
BNB Wealth Management, LLC
DECREASED2,7003,200-500-16%$817.4K$415.2K-$402.2K2026-10-28
Alessandra Capital Management, LLC
DECREASED2,7002,755-55-2%$703.7K$415.2K-$288.6K2026-10-30
Plato Investment Management Ltd
DECREASED2,69510,261-7,566-74%$2.6M$416.0K-$2.2M2026-11-05
Mitchell Sinkler & Starr
DECREASED2,6902,990-300-10%$763.7K$413.6K-$350.1K2026-10-13
Syverson Strege & Co
DECREASED2,6892,766-77-3%$706.5K$413.5K-$293.1K2026-11-02
Forbes J M & Co LLP
INCREASED2,6792,649+30+1%$676.6K$411.9K-$264.7K2026-10-16
Hummer Financial Advisory Services Inc
INCREASED2,6652,325+340+15%$593.9K$409.8K-$184.1K2026-10-09
BankChampaign, National Association
DECREASED2,6552,773-118-4%$708.3K$408.2K-$300.1K2026-10-19
Fiduciary Financial Group, LLC
INCREASED2,6492,585+64+2%$660.3K$407.3K-$253.0K2026-10-13
Curated Wealth Partners LLC
NEW2,623—+2,623——$403.3K—2026-10-15
Kimelman & Baird, LLC
INCREASED2,60383+2,520+3036%$21.2K$400.2K+$379.0K2026-11-03
Birch Financial Group, LLC
INCREASED2,6032,064+539+26%$527.2K$400.2K-$127.0K2026-10-27
Oak Grove Capital LLC
INCREASED2,6002,400+200+8%$613.0K$399.8K-$213.3K2026-10-09
Viewpoint Capital Management LLC
UNCHANGED2,6002,60000%$664.1K$399.8K-$264.3K2026-10-27
Leo Wealth, LLC
NEW2,599—+2,599——$399.6K—2026-10-26
Smith Chas P & Associates PA Cpas
DECREASED2,5882,688-100-4%$686.6K$341.6K-$345.0K2026-10-22
Woodmont Investment Counsel LLC
DECREASED2,5872,600-130%$664.1K$397.8K-$266.3K2026-10-29
Steel Grove Capital Advisors, LLC
DECREASED2,5603,596-1,036-29%$918.4K$393.6K-$524.8K2026-10-13
Elyxium Wealth, LLC
DECREASED2,5572,586-29-1%$660.5K$393.2K-$267.4K2026-10-27
Next Level Private LLC
DECREASED2,5562,825-269-10%$721.7K$393.1K-$328.6K2026-10-20
Compton Wealth Advisory Group, LLC
UNCHANGED2,5502,55000%$562.6K$409.1K-$153.5K2026-10-13
Dakota Community Bank & Trust NA
UNCHANGED2,5342,53400%$647.3K$389.6K-$257.6K2026-10-09
Vestor Capital, LLC
DECREASED2,5323,088-556-18%$321$317-$42026-11-04
Red Spruce Capital, LLC
INCREASED2,5272,351+176+7%$600.5K$388.6K-$212.0K2026-10-07
Kaufman Rossin Wealth, LLC
INCREASED2,5262,382+144+6%$458.2K$388.4K-$69.9K2026-10-19
Layline Advisors, LLC
INCREASED2,5262,523+3+0%$644.4K$388.3K-$256.0K2026-11-02
Sagace Wealth Management LLC
NEW2,512—+2,512——$386.2K—2026-10-28
GAM Holding AG
INCREASED2,5081,960+548+28%$500.6K$385.6K-$115.0K2026-11-03
ASL Financial, LLC
UNCHANGED2,5002,50000%$638.6K$384.4K-$254.2K2026-10-15
Lorne Steinberg Wealth Management Inc.
UNCHANGED2,5002,50000%$638.6K$384.4K-$254.2K2026-10-23
Chilton Capital Management LLC
UNCHANGED2,5002,50000%$638.6K$384.4K-$254.2K2026-10-28
Income Insurance Ltd
UNCHANGED2,4912,49100%$636.3K$383.0K-$253.3K2026-10-21
Breakwater Capital Group
DECREASED2,4812,769-288-10%$707.3K$381.5K-$325.8K2026-10-09
Cromwell Holdings LLC
INCREASED2,4782,474+4+0%$631.9K$381.0K-$250.9K2026-10-28
Wendell David Associates Inc
UNCHANGED2,4772,47700%$633.0K$381.0K-$252.0K2026-10-27
Garde Capital, Inc.
INCREASED2,4732,457+16+1%$627.6K$380.2K-$247.3K2026-10-29
Clean Yield Group
UNCHANGED2,4632,46300%$629.1K$378.7K-$250.4K2026-10-28
Powell Investment Advisors, LLC
UNCHANGED2,4572,45700%$627.6K$377.8K-$249.8K2026-10-22
Birch Hill Investment Advisors LLC
NEW2,455—+2,455——$377.5K—2026-10-16
Nova Financial LLC
NEW2,450—+2,450——$376.7K—2026-11-04
TigerOak Management, L.L.C.
DECREASED2,4492,634-185-7%$672.8K$376.6K-$296.2K2026-10-23
VAN Strum & Towne Inc.
INCREASED2,4311,900+531+28%$485.3K$373.8K-$111.5K2026-11-06
Arlington Financial Advisors, LLC
UNCHANGED2,4282,42800%$620.2K$373.3K-$246.9K2026-10-19
Asset One Wealth Management LLC
INCREASED2,4212,380+41+2%$415.1K$372.2K-$42.9K2026-11-02
Quantum Financial Advisors, LLC
DECREASED2,4012,436-35-1%$622.2K$369.2K-$253.0K2026-11-03
SVB Wealth LLC
DECREASED2,3892,624-235-9%$670.2K$367.3K-$302.9K2026-11-06
Interchange Capital Partners, LLC
DECREASED2,3822,570-188-7%$656.5K$367.2K-$289.3K2026-10-28
PKS Advisory Services, LLC
UNCHANGED2,3782,37800%$607.5K$607.5K$02026-10-26
Quadrant Private Wealth Management, LLC
NEW2,375—+2,375——$365.1K—2026-11-04
Sage Rhino Capital LLC
UNCHANGED2,3702,37000%$605.4K$364.4K-$241.0K2026-10-28
Oslo Pensjonsforsikring AS
DECREASED2,3683,329-961-29%$850.3K$364.1K-$486.2K2026-10-15
Symmetry Partners, LLC
INCREASED2,3531,910+443+23%$487.8K$361.7K-$126.0K2026-10-27
StoneCrest Wealth Management, Inc.
INCREASED2,3532,087+266+13%$533.1K$361.8K-$171.3K2026-11-03
Cornerstone Wealth Group, LLC
INCREASED2,3281,948+380+20%$497.6K$357.9K-$139.8K2026-11-02
S.E.E.D. Planning Group LLC
INCREASED2,3282,150+178+8%$549.2K$358.0K-$191.2K2026-10-07
Armstrong, Fleming & Moore, Inc
UNCHANGED2,3272,32700%$594.3K$357.8K-$236.6K2026-10-28
Tcfg Investment Advisors, LLC
DECREASED2,3234,343-2,020-47%$1.1M$357.2K-$752.1K2026-10-20
Oakworth Capital, Inc.
INCREASED2,3132,279+34+1%$582.1K$355.6K-$226.5K2026-10-26
Argus Investors' Counsel, Inc.
INCREASED2,3122,094+218+10%$534.9K$355.5K-$179.4K2026-10-09
Anchyra Partners LLC
INCREASED2,2951,421+874+62%$363.0K$352.9K-$10.1K2026-10-13
Lee Financial Co
INCREASED2,2932,290+3+0%$584.8K$352.6K-$232.2K2026-10-16
Private Wealth Management Group, LLC
DECREASED2,2822,289-70%$584.7K$350.9K-$233.8K2026-10-19
Arthur M. Cohen & Associates, LLC
UNCHANGED2,2802,28000%$582.4K$350.6K-$231.8K2026-10-26
Myriad Asset Management US LP
INCREASED2,2752,030+245+12%$519.0K$350.0K-$169.0K2026-11-03
Bill Few Associates, Inc.
DECREASED2,2752,330-55-2%$595.2K$349.8K-$245.3K2026-10-09
Moss Adams Wealth Advisors LLC
DECREASED2,2653,479-1,214-35%$888.6K$348.3K-$540.3K2026-10-28
SteelPeak Wealth, LLC
DECREASED2,25818,098-15,840-88%$4.6M$347.2K-$4.3M2026-10-16
Heritage Wealth Management, Inc.
DECREASED2,2502,394-144-6%$611.5K$346.0K-$265.5K2026-10-28
Archer Investment Corp
DECREASED2,2412,252-110%$575.3K$344.5K-$230.8K2026-11-05
Summit Wealth Group LLC / Co
INCREASED2,2371,722+515+30%$439.8K$343.9K-$95.9K2026-10-29
Verus Capital Partners, LLC
DECREASED2,2302,366-136-6%$604.2K$342.8K-$261.4K2026-11-03
Alhambra Investment Management LLC
UNCHANGED2,2212,22100%$567.4K$341.6K-$225.9K2026-10-15
Bath Savings Trust Co
INCREASED2,2202,150+70+3%$549.2K$341.3K-$207.8K2026-10-07
BG Investment Services, LLC
NEW2,212—+2,212——$340.1K—2026-10-23
Commonwealth Financial Services, LLC
DECREASED2,2112,820-609-22%$720.3K$340.0K-$380.3K2026-10-20
Guyasuta Investment Advisors Inc
INCREASED2,2052,203+2+0%$562.7K$339.0K-$223.7K2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED2,2044,763-2,559-54%$1.2M$338.9K-$877.7K2026-11-03
Westside Investment Management, Inc.
DECREASED2,2012,562-361-14%$654.5K$342.6K-$311.9K2026-11-02
Rayburn West Financial Services LLC
UNCHANGED2,2002,20000%$561.9K$338.3K-$223.7K2026-11-03
Richard C. Young & Co., Ltd.
INCREASED2,1961,387+809+58%$354.2K$337.7K-$16.6K2026-11-04
Winthrop Advisory Group LLC
INCREASED2,1932,040+153+8%$521.0K$337.2K-$183.7K2026-10-22
RDA Financial Network
INCREASED2,1911,902+289+15%$485.7K$336.9K-$148.9K2026-10-15
Evolution Wealth Management Inc.
INCREASED2,185461+1,724+374%$117.8K$336.0K+$218.2K2026-10-28
Hoxton Planning & Management, LLC
INCREASED2,1792,106+73+3%$537.9K$335.0K-$202.9K2026-10-15
Mengis Capital Management, Inc.
INCREASED2,1761,975+201+10%$504.6K$334.5K-$170.1K2026-10-13
Nicholas Hoffman & Company, Llc.
DECREASED2,1742,589-415-16%$661.3K$334.3K-$327.0K2026-10-30
Millennium Capital Advisors, LLC
INCREASED2,1711,836+335+18%$469.1K$333.9K-$135.2K2026-10-16
Certified Advisory Corp
NEW2,167—+2,167——$333.1K—2026-10-29
Elm3 Financial Group, LLC
NEW2,156—+2,156——$331.5K—2026-10-07
SYM Financial Corp
INCREASED2,1462,135+11+1%$545.3K$330.0K-$215.4K2026-10-26
Left Brain Wealth Management, LLC
NEW2,140—+2,140——$329.0K—2026-10-28
Fingerlakes Wealth Management, Inc.
INCREASED2,1311,732+399+23%$442.3K$327.6K-$114.7K2026-11-04
Barlow Wealth Partners, LLC
UNCHANGED2,1262,12600%$391.2K$359.2K-$32.0K2026-10-15
Annex Advisory Services, LLC
INCREASED2,1231,110+1,013+91%$283.6K$326.5K+$42.9K2026-10-16
Imc-Chicago, LLC
NEW2,119—+2,119——$325.8K—2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED2,1192,062+57+3%$526.6K$325.7K-$200.8K2026-10-27
Fortem Financial Group, LLC
INCREASED2,1122,091+21+1%$534.1K$324.7K-$209.4K2026-10-20
Vicus Capital
DECREASED2,1042,311-207-9%$590.4K$323.5K-$266.8K2026-11-05
Bochk Asset Management Ltd
DECREASED2,10011,800-9,700-82%$3.0M$322.9K-$2.7M2026-10-29
Insight Advisors, LLC/ PA
DECREASED2,0912,113-22-1%$539.7K$321.6K-$218.2K2026-10-22
Keyes, Stange & Wooten Wealth Management, LLC
INCREASED2,0842,083+1+0%$532.2K$320.4K-$211.8K2026-11-03
Thrive Wealth Management, LLC
INCREASED2,0812,073+8+0%$529.4K$319.9K-$209.5K2026-10-13
FSM Wealth Advisors, LLC
DECREASED2,0802,117-37-2%$540.8K$317.9K-$222.9K2026-10-27
Foster Victor Wealth Advisors, LLC
INCREASED2,0721,981+91+5%$371.6K$275.0K-$96.7K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED2,0621,844+218+12%$471.1K$317.1K-$154.0K2026-10-14
Manchester Financial Inc
UNCHANGED2,0582,05800%$525.7K$316.4K-$209.2K2026-10-15
Evolution Wealth Advisors, LLC
INCREASED2,0531,128+925+82%$288.1K$315.7K+$27.6K2026-11-03
Register Financial Advisors LLC
INCREASED2,031500+1,531+306%$127.7K$312.3K+$184.6K2026-10-23
EdgeRock Capital LLC
INCREASED2,0311,946+85+4%$497.1K$312.3K-$184.8K2026-11-03
Cannon Financial Strategists, Inc.
UNCHANGED2,0282,02800%$518.0K$311.8K-$206.2K2026-10-19
Kestra Investment Management, LLC
NEW2,026—+2,026——$311.5K—2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED2,0251,839+186+10%$452.8K$311.3K-$141.5K2026-10-14
XML Financial, LLC
DECREASED2,0192,757-738-27%$704.3K$310.4K-$393.9K2026-10-29
MFG Investments, LLC
NEW2,010—+2,010——$309.1K—2026-10-30
Curat Global, LLC
NEW2,000—+2,000——$307.5K—2026-10-26
Neumann Capital Management, LLC
UNCHANGED2,0002,00000%$510.9K$307.5K-$203.3K2026-10-15
Seed Wealth Management, Inc.
UNCHANGED1,9981,99800%$510.3K$307.2K-$203.1K2026-10-20
Five Oceans Advisors
DECREASED1,9882,165-177-8%$553.0K$305.7K-$247.3K2026-10-22
Adelphi Trust Co
INCREASED1,9641,911+53+3%$488.1K$302.0K-$186.1K2026-10-05
Gerber Kawasaki Wealth & Investment Management
DECREASED1,9592,407-448-19%$614.9K$301.4K-$313.6K2026-10-29
Two West Capital Advisors LLC
INCREASED1,9591,883+76+4%$288.4K$310.9K+$22.5K2026-10-15
Levin Capital Strategies, L.P.
INCREASED1,9501,000+950+95%$255.4K$299.8K+$44.4K2026-11-02
Legacy Advisors, LLC
INCREASED1,9501,911+39+2%$488.1K$299.9K-$188.3K2026-10-19
Jnba Financial Advisors
INCREASED1,9451,815+130+7%$463.6K$299.1K-$164.5K2026-11-03
Boltwood Capital Management
INCREASED1,9401,935+5+0%$494.3K$298.3K-$196.0K2026-10-02
World Equity Group, Inc.
INCREASED1,9391,759+180+10%$449.3K$298.1K-$151.1K2026-10-14
KFA Private Wealth Group, LLC
INCREASED1,9291,928+1+0%$492.7K$296.6K-$196.0K2026-10-07
Financial Security Advisor, Inc.
INCREASED1,9281,762+166+9%$450.1K$296.5K-$153.5K2026-11-03
Baron Wealth Management LLC
DECREASED1,9132,303-390-17%$588.4K$294.1K-$294.3K2026-10-27
Pacific Sage Partners, LLC
DECREASED1,9111,972-61-3%$503.6K$293.8K-$209.8K2026-10-21
Werba Rubin Papier Wealth Management
DECREASED1,9092,203-294-13%$562.7K$293.5K-$269.2K2026-11-06
Certuity, LLC
DECREASED1,9051,960-55-3%$500.6K$292.9K-$207.7K2026-11-02
Wedge Capital Management L L P
INCREASED1,9031,586+317+20%$405.1K$292.6K-$112.5K2026-10-13
Quadcap Wealth Management, LLC
INCREASED1,8991,445+454+31%$369.1K$292.0K-$77.1K2026-11-02
Kohmann Bosshard Financial Services, LLC
INCREASED1,8971,738+159+9%$444.0K$291.7K-$152.4K2026-11-04
Sterling Group Wealth Management, LLC
UNCHANGED1,8921,89200%$483.3K$290.9K-$192.4K2026-11-03
Trust Co of Oklahoma
DECREASED1,8872,176-289-13%$555.8K$290.1K-$265.7K2026-10-15
Americana Partners, LLC
DECREASED1,8782,121-243-11%$541.8K$288.8K-$253.0K2026-10-28
Smith Partners Wealth Management, LLC
INCREASED1,8751,848+27+1%$472.0K$288.3K-$183.7K2026-11-05
Douglas Lane & Associates, LLC
DECREASED1,8652,090-225-11%$533.8K$286.8K-$247.1K2026-10-09
Olistico Wealth, LLC
INCREASED1,8601,828+32+2%$466.9K$286.0K-$180.9K2026-10-05
Root Financial Partners, LLC
DECREASED1,8572,222-365-16%$567.5K$285.5K-$282.0K2026-10-21
55 North Private Wealth, LLC
INCREASED1,8551,746+109+6%$446.0K$285.2K-$160.8K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED1,837956+881+92%$244.2K$282.6K+$38.4K2026-10-29
Retirement Solution LLC
DECREASED1,8322,482-650-26%$633.9K$281.7K-$352.2K2026-10-27
Beacon Financial Advisory LLC
DECREASED1,8311,859-28-2%$474.8K$281.6K-$193.2K2026-10-16
Fagan Associates, Inc.
INCREASED1,8251,740+85+5%$444.4K$280.6K-$163.8K2026-10-13
Acumen Wealth Advisors, LLC
INCREASED1,8241,747+77+4%$446.2K$280.5K-$165.8K2026-11-05
Sunbeam Capital Management, LLC
DECREASED1,8111,869-58-3%$477.4K$278.5K-$198.9K2026-11-05
Huntleigh Advisors, Inc.
UNCHANGED1,8091,80900%$462.1K$278.2K-$183.9K2026-11-03
Avantax Planning Partners, Inc.
DECREASED1,8083,060-1,252-41%$781.7K$278.0K-$503.7K2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED1,8021,907-105-6%$487.1K$277.1K-$210.0K2026-11-02
Sanders Morris Harris LLC
NEW1,800—+1,800——$282.1K—2026-10-14
Orrstown Financial Services Inc
NEW1,771—+1,771——$272.3K—2026-10-14
Investment Research Partners LLC
UNCHANGED1,7621,76200%$450.1K$270.9K-$179.1K2026-10-19
Financial Planning Hawaii, Inc.
DECREASED1,7552,035-280-14%$519.8K$269.8K-$250.0K2026-10-13
Wilkins Investment Counsel Inc
NEW1,750—+1,750——$269.1K—2026-11-03
Lantern Wealth Advisors, LLC
INCREASED1,7501,600+150+9%$408.7K$269.1K-$139.6K2026-10-22
First City Capital Management, Inc.
UNCHANGED1,7501,75000%$447.0K$269.1K-$177.9K2026-10-27
First Command Advisory Services, Inc.
INCREASED1,7401,460+280+19%$372.9K$267.5K-$105.4K2026-11-05
Point Nemo Capital, LLC
UNCHANGED1,7381,73800%$443.8K$267.2K-$176.7K2026-11-03
Diversified Portfolios, Inc.
UNCHANGED1,7351,73500%$443.2K$266.8K-$176.4K2026-11-04
Childress Capital Advisors, LLC
INCREASED1,7271,370+357+26%$350.0K$265.6K-$84.4K2026-10-28
Gratus Wealth Advisors, LLC
INCREASED1,7271,720+7+0%$439.3K$265.5K-$173.8K2026-10-26
Peak Wealth Management LLC
UNCHANGED1,7151,71500%$438.1K$226.8K-$211.2K2026-10-26
Accelerate Investment Advisors LLC
DECREASED1,7141,804-90-5%$460.8K$263.5K-$197.3K2026-11-02
Franklin Street Advisors Inc
DECREASED1,7001,850-150-8%$472.5K$261.4K-$211.2K2026-10-13
Three Seasons Wealth, LLC
DECREASED1,6984,937-3,239-66%$1.3M$261.1K-$1,000.0K2026-11-03
GK Wealth Management LLC
INCREASED1,6921,184+508+43%$302.3K$260.1K-$42.2K2026-10-09
Global Trust Asset Management, LLC
INCREASED1,6861,140+546+48%$291.2K$259.2K-$32.0K2026-10-19
Aspiriant, LLC
INCREASED1,6861,443+243+17%$368.6K$259.2K-$109.3K2026-10-16
Financial Partners Group, Inc
DECREASED1,6851,817-132-7%$464.2K$259.0K-$205.2K2026-10-19
Ejmk Ventures LLC
INCREASED1,683810+873+108%$207.0K$258.7K+$51.7K2026-10-21
Shah Wealth Advisors, LLC
NEW1,669—+1,669——$256.6K—2026-11-06
Grange Capital, LLC
INCREASED1,6691,570+99+6%$401.0K$256.6K-$144.4K2026-10-20
Security Financial Services, Inc.
INCREASED1,6661,659+7+0%$423.8K$256.2K-$167.6K2026-10-29
Means Investment Co., Inc.
INCREASED1,6661,665+1+0%$425.2K$256.2K-$169.0K2026-11-03
Colonial River Investments, LLC
INCREASED1,6641,287+377+29%$328.7K$255.9K-$72.9K2026-10-19
Squire Investment Management Company, LLC
DECREASED1,6611,697-36-2%$433.6K$255.4K-$178.1K2026-11-03
Costello Asset Management, Inc
INCREASED1,6571,541+116+8%$393.7K$254.7K-$139.0K2026-10-30
Peck Wealth Management, LLC
UNCHANGED1,6571,65700%$423.3K$254.8K-$168.5K2026-10-29
ProCore Advisors, LLC
DECREASED1,6561,853-197-11%$473.3K$254.6K-$218.7K2026-10-14
PFS Partners, LLC
INCREASED1,6491,596+53+3%$407.6K$253.5K-$154.1K2026-10-21
Harrell Investment Partners, LLC
INCREASED1,6471,601+46+3%$409.0K$253.3K-$155.7K2026-10-15
Machina Capital S.A.S.
DECREASED1,6444,399-2,755-63%$1.1M$252.8K-$870.9K2026-11-05
Verus Financial Partners, Inc.
DECREASED1,6321,765-133-8%$450.9K$250.9K-$200.1K2026-10-29
Foster Group, Inc.
INCREASED1,6211,600+21+1%$408.7K$249.2K-$159.4K2026-10-13
Financial Futures Ltd Liability Co.
INCREASED1,6211,618+3+0%$413.3K$249.2K-$164.0K2026-10-13
Financial Insights, Inc.
INCREASED1,6131,580+33+2%$403.6K$248.0K-$155.6K2026-10-27
Winter & Associates, Inc.
DECREASED1,6121,619-70%$413.5K$213.2K-$200.3K2026-10-23
Calamos Wealth Management LLC
INCREASED1,604910+694+76%$232.4K$246.6K+$14.2K2026-11-02
Westbourne Investment Advisors, Inc.
DECREASED1,6001,750-150-9%$447.0K$246.0K-$201.0K2026-10-20
Roberts Wealth Advisors, LLC
UNCHANGED1,6001,60000%$408.7K$246.0K-$162.7K2026-10-14
AMG Asset Management Group, Inc.
NEW1,597—+1,597——$245.6K—2026-10-21
Valley Forge Investment Consultants Inc ADV
UNCHANGED1,5911,59100%$406.4K$244.6K-$161.8K2026-11-03
LeConte Wealth Management, LLC
INCREASED1,5891,447+142+10%$369.6K$244.3K-$125.3K2026-10-20
Oarsman Capital, Inc.
INCREASED1,5841,034+550+53%$264.0K$243.5K-$20.5K2026-11-05
Asset Dedication, LLC
DECREASED1,5821,651-69-4%$421.7K$243.2K-$178.5K2026-11-03
Capital Square, LLC
NEW1,580—+1,580——$242.9K—2026-10-19
San Luis Wealth Advisors LLC
NEW1,580—+1,580——$242.9K—2026-10-27
Mezzasalma Advisors, LLC
INCREASED1,5771,552+25+2%$396.5K$242.5K-$154.0K2026-10-14
Lynx Investment Advisory
INCREASED1,5761,573+3+0%$401.9K$242.3K-$159.6K2026-10-27
Woodward Diversified Capital, LLC
INCREASED1,5561,508+48+3%$385.2K$239.3K-$145.9K2026-10-21
CFS Investment Advisory Services, LLC
INCREASED1,5541,503+51+3%$295.8K$262.6K-$33.2K2026-10-19
4Wealth Advisors, Inc.
INCREASED1,5511,522+29+2%$389.2K$246.2K-$143.0K2026-10-13
Fidelity D & D Bancorp Inc
DECREASED1,5501,574-24-2%$402.0K$238.3K-$163.7K2026-11-05
Allied Investment Advisors, LLC
UNCHANGED1,5441,54400%$394.4K$237.4K-$157.0K2026-10-13
First Heartland Consultants, Inc.
INCREASED1,5421,254+288+23%$320.3K$237.1K-$83.2K2026-10-08
Schaper Benz & Wise Investment Counsel Inc
INCREASED1,5411,016+525+52%$259.4K$236.9K-$22.5K2026-10-09
Creative Financial Designs Inc
INCREASED1,5381,500+38+3%$383.3K$236.4K-$146.8K2026-11-04
MSH Capital Advisors LLC
NEW1,537—+1,537——$242.3K—2026-11-03
NIA Impact Advisors, LLC
UNCHANGED1,5331,53300%$391.6K$235.7K-$155.9K2026-11-04
SLT Holdings LLC
NEW1,530—+1,530——$235.3K—2026-10-15
Sacks & Associates, LLC
NEW1,526—+1,526——$234.6K—2026-10-09
Essential Partners LLC
DECREASED1,5261,762-236-13%$450.1K$234.6K-$215.4K2026-10-14
Live Oak Private Wealth LLC
DECREASED1,5211,555-34-2%$397.2K$233.9K-$163.3K2026-11-02
Rise Advisors, LLC
DECREASED1,5172,046-529-26%$522.7K$233.2K-$289.5K2026-10-16
Rational Advisors, Inc.
DECREASED1,5081,837-329-18%$469.2K$231.9K-$237.4K2026-11-02
Eubel Brady & Suttman Asset Management Inc
INCREASED1,5081,403+105+7%$358.0K$232.0K-$126.0K2026-11-04
Brady Martz Wealth Solutions, LLC
NEW1,504—+1,504——$231.3K—2026-11-05
Westhampton Capital, LLC
NEW1,503—+1,503——$231.1K—2026-10-30
Charles Schwab Trust Co
DECREASED1,5001,595-95-6%$407.4K$230.6K-$176.8K2026-10-15
Cove Private Wealth, LLC
UNCHANGED1,5001,50000%$383.1K$230.6K-$152.5K2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED1,5001,50000%$383.0K$231.0K-$152.0K2026-10-26
Slocum, Gordon & Co LLP
UNCHANGED1,5001,50000%$383.1K$230.6K-$152.5K2026-10-19
Greatmark Investment Partners, Inc.
UNCHANGED1,5001,50000%$383.1K$230.6K-$152.5K2026-10-28
Talbot Financial, LLC
UNCHANGED1,5001,50000%$383.1K$230.6K-$152.5K2026-10-19
Affinity Capital Advisors, LLC
UNCHANGED1,4981,49800%$291.7K$234.7K-$57.1K2026-10-13
Cross Staff Investments Inc
UNCHANGED1,4921,49200%$381.1K$229.4K-$151.7K2026-10-22
Adkins Seale Capital Management LLC
UNCHANGED1,4911,49100%$380.8K$229.3K-$151.6K2026-10-27
Verity Asset Management, Inc.
INCREASED1,4881,304+184+14%$333.1K$228.9K-$104.2K2026-10-30
Total Clarity Wealth Management, Inc.
DECREASED1,4881,545-57-4%$394.6K$228.8K-$165.8K2026-10-26
Samalin Investment Counsel, LLC
INCREASED1,4851,450+35+2%$370.4K$228.4K-$142.0K2026-10-23
Old Peak Finance LLC
DECREASED1,4811,548-67-4%$395.3K$227.7K-$167.6K2026-11-02
QTR Family Wealth, LLC
DECREASED1,4801,607-127-8%$410.5K$227.6K-$183.0K2026-11-02
Tritonpoint Wealth, LLC
DECREASED1,4801,511-31-2%$385.9K$227.5K-$158.4K2026-10-19
Southern Michigan Bank & Trust
UNCHANGED1,4771,47700%$377.3K$227.1K-$150.2K2026-10-19
Rosenberg Matthew Hamilton
INCREASED1,476747+729+98%$190.8K$227.0K+$36.1K2026-10-05
CPC Advisors, LLC
INCREASED1,4721,041+431+41%$265.9K$226.3K-$39.6K2026-10-21
Wealthstar Advisors, LLC
DECREASED1,46411,752-10,288-88%$3.0M$225.1K-$2.8M2026-10-19
Ring Mountain Capital, LLC
INCREASED1,4601,302+158+12%$332.6K$224.5K-$108.1K2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED1,4601,405+55+4%$358.9K$224.5K-$134.4K2026-10-22
Third View Private Wealth, LLC
INCREASED1,4581,394+64+5%$356.1K$224.2K-$131.9K2026-10-30
PUREfi Wealth, LLC
DECREASED1,4551,921-466-24%$490.7K$223.7K-$267.0K2026-10-19
BAR Harbor Wealth Management
UNCHANGED1,4541,45400%$371.4K$223.6K-$147.8K2026-10-21
Fulton Breakefield Broenniman LLC
INCREASED1,4511,421+30+2%$363.0K$223.1K-$139.9K2026-11-03
Rossby Financial, LCC
DECREASED1,4481,973-525-27%$504.0K$222.6K-$281.3K2026-11-05
Visionary Wealth Advisors
DECREASED1,4461,729-283-16%$441.6K$222.3K-$219.2K2026-11-04
Legacies Wealth LLC
UNCHANGED1,4441,44400%$368.8K$222.0K-$146.8K2026-11-02
Physicians Financial Services, Inc.
UNCHANGED1,4421,44200%$368.0K$222.0K-$146.0K2026-11-04
Phillip James Consulting Co.
UNCHANGED1,4401,44000%$367.8K$221.4K-$146.4K2026-11-03
Evergreen Private Wealth LLC
UNCHANGED1,4381,43800%$367.4K$221.1K-$146.2K2026-10-30
WealthPlan Investment Management, LLC
INCREASED1,4321,173+259+22%$299.6K$220.2K-$79.4K2026-10-15
Worth Financial Advisory Group, LLC
DECREASED1,4271,490-63-4%$380.6K$219.4K-$161.2K2026-10-19
TCI Wealth Advisors, Inc.
DECREASED1,4262,563-1,137-44%$654.7K$219.3K-$435.4K2026-10-30
Waters Parkerson & Co., LLC
UNCHANGED1,4231,42300%$363.5K$218.8K-$144.7K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,4195,029-3,610-72%$1.3M$218.2K-$1.1M2026-10-14
Tactive Advisors, LLC
DECREASED1,4173,482-2,065-59%$889.3K$217.8K-$671.5K2026-10-08
Cypress Wealth Services, LLC
INCREASED1,4121,387+25+2%$354.2K$238.6K-$115.6K2026-10-21
Provenance Wealth Advisors, LLC
INCREASED1,41157+1,354+2375%$14.6K$217.0K+$202.4K2026-10-30
William John Sempolinski
DECREASED1,4104,510-3,100-69%$1.2M$216.8K-$935.2K2026-10-20
Burke & Herbert Bank & Trust Co
UNCHANGED1,4041,40400%$358.6K$215.9K-$142.7K2026-11-02
Gladstone Capital Management LLP
DECREASED1,400188,501-187,101-99%$48.1M$215.3K-$47.9M2026-11-06
Aldebaran Financial Inc.
NEW1,398—+1,398——$215.0K—2026-11-06
Private Advisory Group LLC
DECREASED1,39784,851-83,454-98%$21.7M$214.8K-$21.5M2026-11-06
MW Advisory, LLC
INCREASED1,3971,188+209+18%$303.5K$214.9K-$88.6K2026-10-19
Boston Trust Walden Corp
DECREASED1,3951,450-55-4%$370.4K$214.5K-$155.9K2026-10-30
G2 Capital Management, LLC / OH
INCREASED1,3951,377+18+1%$351.7K$214.5K-$137.2K2026-10-23
Horst & Graben Wealth Management LLC
DECREASED1,3891,499-110-7%$330.6K$213.6K-$117.0K2026-11-02
LEE Danner & Bass Inc
UNCHANGED1,3781,37800%$352.0K$211.9K-$140.1K2026-10-27
Ridgeline Wealth, LLC
INCREASED1,3701,320+50+4%$337.2K$203.5K-$133.7K2026-10-14
Schear Investment Advisers, LLC
DECREASED1,3693,105-1,736-56%$793.1K$210.5K-$582.6K2026-10-14
Tempo Wealth, LLC
UNCHANGED1,3691,36900%$349.7K$210.5K-$139.2K2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED1,365932+433+46%$238.1K$209.9K-$28.2K2026-10-27
Nadler Financial Group, Inc.
DECREASED1,3641,492-128-9%$381.1K$209.7K-$171.4K2026-10-23
Whelan Financial
DECREASED1,3632,093-730-35%$534.5K$209.5K-$325.0K2026-10-28
Capital Advisors, Ltd. LLC
INCREASED1,3621,352+10+1%$345.0K$209.0K-$136.0K2026-10-27
Hengehold Capital Management LLC
INCREASED1,3611,224+137+11%$312.6K$209.3K-$103.4K2026-10-16
WPG Advisers, LLC
DECREASED1,3571,451-94-6%$370.6K$208.7K-$162.0K2026-10-27
Leelyn Smith, LLC
DECREASED1,3561,556-200-13%$397.4K$208.5K-$189.0K2026-11-03
Traphagen Investment Advisors LLC
INCREASED1,3561,355+1+0%$346.1K$208.5K-$137.6K2026-10-14
Woodside Wealth Management LLC
UNCHANGED1,3501,35000%$344.8K$207.6K-$137.3K2026-10-16
Greenfield Savings Bank
UNCHANGED1,3501,35000%$344.8K$207.6K-$137.3K2026-10-07
Revolve Wealth Partners, LLC
INCREASED1,3341,238+96+8%$316.2K$205.1K-$111.1K2026-10-23
Willow Creek Wealth Management Inc.
UNCHANGED1,3341,33400%$340.7K$205.1K-$135.6K2026-10-26
Asset Advisory Group, Inc.
UNCHANGED1,3271,32700%$339.0K$204.0K-$134.9K2026-10-20
Summit Financial Strategies, Inc.
INCREASED1,3261,270+56+4%$324.4K$203.9K-$120.5K2026-10-14
626 Financial, LLC
UNCHANGED1,3231,32300%$337.9K$203.5K-$134.5K2026-11-04
FAI Advisors, Inc.
INCREASED1,3121,031+281+27%$263.3K$201.7K-$61.6K2026-10-27
Lifelong Wealth Advisors, Inc.
INCREASED1,3081,295+13+1%$330.8K$201.1K-$129.7K2026-10-19
Steinberganna Wealth Management
INCREASED1,3051,304+1+0%$333.1K$200.6K-$132.5K2026-10-23
Symphony Financial, Ltd. Co.
INCREASED1,3041,086+218+20%$277.6K$200.4K-$77.2K2026-10-22
Mainsail Asset Management, LLC
DECREASED1,3021,412-110-8%$218.4K$220.0K+$1.6K2026-10-14
Duncker Streett & Co Inc
UNCHANGED1,3001,30000%$332.1K$199.9K-$132.2K2026-10-27
Main Street Group, LTD
INCREASED1,2901,244+46+4%$317.7K$198.4K-$119.3K2026-10-28
Compass Financial Management LLC
INCREASED1,223727+496+68%$170.4K$188.1K+$17.7K2026-10-30
Quaker Wealth Management, LLC
UNCHANGED1,2161,21600%$310.6K$187.0K-$123.6K2026-10-22
MB, Levis & Associates, LLC
DECREASED1,2001,526-326-21%$389.8K$184.6K-$205.3K2026-10-16
Rooted Wealth Advisors, Inc.
UNCHANGED1,2001,20000%$306.5K$306.5K$02026-11-03
Stone House Investment Management, LLC
INCREASED1,197135+1,062+787%$34.4K$184.0K+$149.6K2026-10-23
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED1,193671+522+78%$171.4K$183.4K+$12.0K2026-11-06
Smallwood Wealth Investment Management, LLC
INCREASED1,1781,163+15+1%$297.1K$181.1K-$115.9K2026-10-30
Beutel, Goodman & Co Ltd.
DECREASED1,1751,775-600-34%$453.0K$180.0K-$273.0K2026-11-04
JFS Wealth Advisors, LLC
DECREASED1,1721,222-50-4%$312.1K$180.2K-$131.9K2026-11-03
Barrett & Company, Inc.
INCREASED1,1261,098+28+3%$280.5K$173.1K-$107.3K2026-10-22
Plante Moran Financial Advisors, LLC
INCREASED1,1221,113+9+1%$284.3K$172.5K-$111.8K2026-11-04
Latitude Advisors, LLC
UNCHANGED1,1201,12000%$286.1K$172.2K-$113.9K2026-10-27
Prism Planning Partners LLC
UNCHANGED1,1191,11900%$285.8K$172.1K-$113.8K2026-10-27
Rachor Investment Advisory Services, LLC
UNCHANGED1,0951,09500%$279.8K$168.4K-$111.4K2026-10-29
Bell Investment Advisors, Inc
INCREASED1,0451,008+37+4%$257.5K$160.7K-$96.8K2026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED1,0081,00800%$257.5K$155.0K-$102.5K2026-10-23
MV Capital Management, Inc.
INCREASED1,006724+282+39%$184.9K$154.7K-$30.2K2026-10-29
Berbice Capital Management LLC
UNCHANGED1,0001,00000%$255.4K$153.8K-$101.7K2026-10-13
Polaris Financial Partners
NEW991—+991——$152—2026-10-02
Fortitude Family Office, LLC
INCREASED970799+171+21%$204.1K$149.1K-$54.9K2026-10-14
Essential Investment Partners LLC
INCREASED953950+3+0%$242.7K$146.5K-$96.1K2026-10-27
Avion Wealth
INCREASED948647+301+47%$165.0K$145.0K-$20.0K2026-11-04
Independence Bank of Kentucky
UNCHANGED94894800%$242.1K$145.8K-$96.4K2026-10-26
Signature Equity Partners, LLC
INCREASED939727+212+29%$185.8K$144.3K-$41.5K2026-10-29
Laurion Capital Management LP
NEW912—+912——$140.2K—2026-10-30
West Branch Capital LLC
INCREASED878877+1+0%$224.0K$135.0K-$89.1K2026-10-20
Kozak & Associates, Inc.
INCREASED855213+642+301%$47.0K$112.2K+$65.2K2026-10-29
Hughes Financial Services, LLC
DECREASED854893-39-4%$228.1K$110.1K-$118.0K2026-10-30
Owl Creek Wealth Partners LLC
INCREASED851773+78+10%$197.4K$130.9K-$66.6K2026-10-20
Heritage Family Offices, LLP
DECREASED8421,037-195-19%$264.9K$129.5K-$135.4K2026-11-02
High Note Wealth, LLC
INCREASED835773+62+8%$197.4K$128.4K-$69.1K2026-10-27
Center for Financial Planning, Inc.
INCREASED832220+612+278%$56.2K$127.9K+$71.7K2026-10-26
Entrust Financial LLC
INCREASED806559+247+44%$142.8K$123.9K-$18.9K2026-11-04
Laurel Wealth Advisors LLC
DECREASED776909-133-15%$232.2K$119.3K-$112.9K2026-10-27
Winthrop Capital Management, LLC
UNCHANGED76876800%$196.0K$118.1K-$77.9K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED76676600%$169.0K$117.8K-$51.2K2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED74174100%$189.3K$113.9K-$75.3K2026-10-23
Reap Financial Group, LLC
DECREASED723884-161-18%$225.9K$111.1K-$114.7K2026-11-02
First Premier Bank
INCREASED700200+500+250%$51.0K$108.0K+$57.0K2026-10-13
Asset Planning,Inc
UNCHANGED70070000%$178.9K$107.7K-$71.2K2026-10-26
Tsfg, LLC
DECREASED6581,383-725-52%$353.0K$101.0K-$252.0K2026-10-23
Armstrong Advisory Group, Inc
DECREASED658711-53-7%$181.7K$101.2K-$80.5K2026-10-09
Atlantic Edge Private Wealth Management, LLC
DECREASED637769-132-17%$196.5K$97.9K-$98.5K2026-10-20
Financial Network Wealth Advisors LLC
INCREASED631447+184+41%$114.3K$97.0K-$17.3K2026-10-28
Cape Investment Advisory, Inc.
DECREASED616741-125-17%$189.3K$94.7K-$94.6K2026-10-13
Manchester Capital Management LLC
DECREASED610688-78-11%$175.7K$93.8K-$81.9K2026-10-22
Farmers & Merchants Investments Inc
DECREASED609757-148-20%$193.4K$93.6K-$99.7K2026-10-22
Silver Grove Financial Group, Inc.
DECREASED598690-92-13%$176.3K$92.0K-$84.3K2026-11-05
Bayban
UNCHANGED59859800%$152.7K$152.7K$02026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED5941,937-1,343-69%$494.8K$91.3K-$403.4K2026-10-26
SJS Investment Consulting Inc.
DECREASED588935-347-37%$239.0K$90.4K-$148.6K2026-10-26
Abound Wealth Management
INCREASED574537+37+7%$137.2K$88.3K-$48.9K2026-10-26
Highline Wealth Partners LLC
INCREASED569386+183+47%$98.6K$87.5K-$11.1K2026-10-19
Putney Financial Group LLC
NEW563—+563——$86.6K—2026-10-30
Trust Co
INCREASED546459+87+19%$117.2K$84.0K-$33.3K2026-10-09
DecisionPoint Financial, LLC
INCREASED52818+510+2833%$4.0K$84.7K+$80.7K2026-10-27
Markowski Investments
INCREASED528522+6+1%$133.4K$81.3K-$52.1K2026-10-30
Goodman Advisory Group, LLC
NEW510—+510——$78.4K—2026-11-02
Hoey Investments, Inc
DECREASED5006,020-5,520-92%$1.5M$76.9K-$1.5M2026-10-29
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED50050000%$128.0K$77.0K-$51.0K2026-11-02
Roxbury Financial LLC
INCREASED490489+1+0%$124.8K$75.3K-$49.5K2026-10-01
State of Wyoming
NEW487—+487——$74.9K—2026-10-28
First Bancorp, Inc
DECREASED462700-238-34%$178.8K$71.0K-$107.8K2026-10-26
Birchbrook, Inc.
UNCHANGED45345300%$115.7K$69.7K-$46.1K2026-10-14
RMG Wealth Management LLC
UNCHANGED45045000%$75.3K$55.8K-$19.6K2026-10-26
Ares Financial Consulting, LLC
INCREASED449444+5+1%$113.4K$69.0K-$44.4K2026-10-19
Lynch Investment Planning, LLC
NEW425—+425——$65.3K—2026-10-27
Financial Consulate, Inc
DECREASED418442-24-5%$112.9K$64.3K-$48.6K2026-10-23
Cedar Mountain Advisors, LLC
INCREASED417409+8+2%$104.5K$64.0K-$40.4K2026-10-15
GoalVest Advisory LLC
DECREASED414419-5-1%$107.0K$63.7K-$43.4K2026-10-02
Raleigh Capital Management Inc.
DECREASED413431-18-4%$110.0K$63.5K-$46.5K2026-10-28
Rothwell Investment Advisors, LLC
NEW411—+411——$63.2K—2026-11-06
Sfam, LLC
UNCHANGED40040000%$102.2K$61.5K-$40.7K2026-11-03
Eurizon SLJ Capital Ltd
NEW397—+397——$61.0K—2026-11-06
Washington Trust Advisors, Inc.
DECREASED395404-9-2%$103.2K$60.7K-$42.5K2026-10-22
Gen-Wealth Partners Inc
INCREASED394355+39+11%$90.7K$60.6K-$30.0K2026-11-04
Addison Advisors LLC
UNCHANGED38638600%$98.6K$59.4K-$39.2K2026-11-06
Cherry Tree Wealth Management, LLC
UNCHANGED38538500%$98.3K$59.2K-$39.1K2026-10-15
True Wealth Design, LLC
DECREASED380392-12-3%$100.1K$58.4K-$41.7K2026-10-13
City State Bank
DECREASED374506-132-26%$129.2K$57.5K-$71.7K2026-10-20
Financial Management Professionals, Inc.
INCREASED350334+16+5%$85.3K$53.8K-$31.5K2026-10-23
TFC Financial Management, Inc.
UNCHANGED34934900%$89.2K$53.7K-$35.5K2026-10-26
Creative Capital Management Investments LLC
DECREASED346377-31-8%$96.3K$53.2K-$43.1K2026-10-28
IMG Wealth Management, Inc.
INCREASED332319+13+4%$81.5K$51.0K-$30.4K2026-10-27
Triumph Capital Management
DECREASED331366-35-10%$93.5K$50.9K-$42.6K2026-10-14
FNY Investment Advisers, LLC
DECREASED3303,818-3,488-91%$975.0K$50-$975.0K2026-10-16
Balance Wealth Partners LLC
NEW322—+322——$49.5K—2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED32232200%$82.2K$49.5K-$32.7K2026-10-28
Physician Wealth Advisors, Inc.
DECREASED319621-302-49%$158.6K$49.1K-$109.6K2026-10-20
Lloyd Advisory Services, Llc.
INCREASED317316+1+0%$80.8K$48.7K-$32.1K2026-11-02
DT Investment Partners, LLC
UNCHANGED31731700%$81.0K$48.7K-$32.2K2026-10-27
Joseph Group Capital Management
INCREASED316267+49+18%$68.2K$48.6K-$19.6K2026-11-04
Redwood Park Advisors LLC
NEW305—+305——$46.9K—2026-11-02
James T. Borello RIA
INCREASED293292+1+0%$74.6K$45.1K-$29.5K2026-10-16
First Community Trust NA
UNCHANGED28028000%$71.5K$43.1K-$28.5K2026-10-07
Trust Co of Toledo NA
DECREASED276423-147-35%$108.0K$42.4K-$65.6K2026-10-16
Covestor Ltd
INCREASED274262+12+5%$67.0K$42.0K-$25.0K2026-10-30
Strengthening Families & Communities, LLC
DECREASED251253-2-1%$64.6K$38.6K-$25.9K2026-10-21
Burk Holdings LLC
INCREASED243206+37+18%$52.6K$37.4K-$15.3K2026-11-05
Quintet Private Bank (Europe) S.A.
INCREASED24075+165+220%$19.2K$36.9K+$17.7K2026-10-08
Towne Trust Company, N.a
UNCHANGED23723700%$60.5K$36.4K-$24.1K2026-10-28
Arlington Trust Co LLC
INCREASED2348+226+2825%$2.0K$36.0K+$33.9K2026-10-20
POM Investment Strategies, LLC
UNCHANGED23323300%$59.5K$35.8K-$23.7K2026-10-20
Sunrise Financial Services, LLC
UNCHANGED23323300%$59.5K$35.8K-$23.7K2026-10-21
Peterson Wealth Management
DECREASED207363-156-43%$92.8K$31.9K-$60.9K2026-11-06
GGM Financial LLC
INCREASED205204+1+0%$52.2K$31.5K-$20.7K2026-11-05
Vermillion Wealth Management, Inc.
DECREASED200506-306-60%$129.4K$30.8K-$98.6K2026-10-26
Hickory Point Bank & Trust
DECREASED200500-300-60%$127.7K$30.8K-$97.0K2026-10-01
Advantage Trust Co
UNCHANGED20020000%$51.1K$30.8K-$20.3K2026-10-19
Whipplewood Advisors, LLC
UNCHANGED20020000%$51.1K$30.8K-$20.3K2026-10-20
Pacifica Partners Inc.
UNCHANGED20020000%$39.4K$32.1K-$7.3K2026-10-09
Elevation Wealth Partners, LLC
DECREASED195394-199-51%$100.6K$30.0K-$70.7K2026-10-07
DiNuzzo Private Wealth, Inc.
DECREASED180191-11-6%$48.8K$27.7K-$21.1K2026-10-16
Toth Financial Advisory Corp
INCREASED17375+98+131%$19.2K$26.6K+$7.4K2026-10-08
University of Texas S AM Investment Management Co
DECREASED172969-797-82%$247.5K$26.4K-$221.1K2026-11-03
Kings Path Partners LLC
UNCHANGED16116100%$41.1K$24.8K-$16.4K2026-10-21
Western Pacific Wealth Management, LP
NEW160—+160——$24.6K—2026-10-16
Valued Wealth Advisors LLC
DECREASED160174-14-8%$44.5K$24.7K-$19.8K2026-11-05
Downshift Financial, LLC
INCREASED158153+5+3%$39.1K$24.3K-$14.8K2026-10-13
Bare Financial Services, Inc
DECREASED153169-16-9%$43.2K$23.5K-$19.6K2026-11-04
StrongBox Wealth, LLC
UNCHANGED15015000%$38.3K$23.1K-$15.3K2026-11-02
Moisand Fitzgerald Tamayo, LLC
INCREASED14968+81+119%$17.4K$22.9K+$5.5K2026-10-15
Marquette Asset Management, LLC
UNCHANGED14714700%$37.5K$22.6K-$14.9K2026-10-09
Proathlete Wealth Management LLC
NEW145—+145——$22.3K—2026-10-15
American Capital Advisory, LLC
INCREASED145142+3+2%$36.3K$22.3K-$14.0K2026-10-28
Rydar Equities, Inc.
NEW141—+141——$23.0K—2026-10-13
Chung Wu Investment Group, LLC
DECREASED1401,290-1,150-89%$329.5K$21.5K-$308.0K2026-11-03
Activest Wealth Management
INCREASED140136+4+3%$34.7K$21.5K-$13.2K2026-10-15
New England Capital Financial Advisors LLC
UNCHANGED13213200%$33.6K$20.3K-$13.4K2026-11-03
CGC Financial Services, LLC
UNCHANGED13013000%$33.2K$20.0K-$13.2K2026-10-13
Bfsg, LLC
UNCHANGED12812800%$32.6K$19.6K-$13.0K2026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED12512500%$31.9K$19.2K-$12.7K2026-11-06
Bay Harbor Wealth Management, LLC
DECREASED120167-47-28%$42.7K$18.5K-$24.2K2026-11-03
RHL Group, LLC
DECREASED117517-400-77%$131.8K$18.0K-$113.8K2026-11-04
Torren Management, LLC
INCREASED117102+15+15%$26.1K$18.0K-$8.1K2026-10-29
Advocate Investing Services LLC
UNCHANGED11511500%$29.4K$17.7K-$11.7K2026-10-26
First Pacific Financial
UNCHANGED11511500%$29.4K$17.7K-$11.7K2026-10-14
Gleason Group, Inc.
UNCHANGED11311300%$28.9K$17.4K-$11.5K2026-10-15
Elevated Capital Advisors, LLC
UNCHANGED11111100%$28.4K$17.1K-$11.3K2026-11-04
MTM Investment Management, LLC
INCREASED110100+10+10%$25.5K$16.9K-$8.6K2026-10-30
Three Bridge Wealth Advisors, LLC
NEW105—+105——$16.1K—2026-11-05
Mosley Wealth Management
UNCHANGED10110100%$25.8K$14.0K-$11.8K2026-10-16
Reyes Financial Architecture, Inc.
DECREASED100712-612-86%$181.9K$15.4K-$166.5K2026-10-22
Atwood & Palmer Inc
UNCHANGED10010000%$25.5K$15.4K-$10.2K2026-10-08
Murphy & Mullick Capital Management Corp
UNCHANGED10010000%$25.5K$15.4K-$10.2K2026-11-02
Peoples Financial Services Corp.
UNCHANGED10010000%$25.5K$15.4K-$10.2K2026-10-20
Maryland Capital Advisors Inc.
DECREASED9699-3-3%$25.3K$14.8K-$10.5K2026-10-15
Vision Financial Markets LLC
UNCHANGED767600%$16.6K$12.1K-$4.5K2026-10-22
Evermay Wealth Management LLC
DECREASED73336-263-78%$85.8K$11.2K-$74.6K2026-11-05
Retirement Wealth Solutions LLC
INCREASED7363+10+16%$16.1K$11.2K-$4.9K2026-10-07
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED656500%$16.6K$10.0K-$6.6K2026-10-07
Miller Global Investments, LLC
UNCHANGED656500%$16.6K$10.0K-$6.6K2026-10-02
Lodestone Wealth Management LLC
DECREASED58261-203-78%$66.7K$8.9K-$57.8K2026-10-14
Clark Wealth Partners
INCREASED5839+19+49%$10.0K$8.9K-$1.0K2026-10-19
CKW Financial Group
NEW57—+57——$9—2026-10-29
Quest 10 Wealth Builders, Inc.
NEW53—+53——$8.1K—2026-11-02
Centerpoint Advisors, LLC
INCREASED5250+2+4%$13$8.0K+$8.0K2026-11-05
Access Investment Management LLC
UNCHANGED515100%$13.0K$7.8K-$5.2K2026-10-23
Key Capital Management, Inc
NEW50—+50——$7.7K—2026-11-03
UMB Private Wealth Management, LLC
NEW43—+43——$6.6K—2026-10-19
Horizon Financial Services, LLC
DECREASED4391-48-53%$23.2K$6.6K-$16.6K2026-11-04
Decker Retirement Planning Inc.
DECREASED4014,487-14,447-100%$3.7M$6.2K-$3.7M2026-10-19
Planning Strategies Inc.
INCREASED3633+3+9%$8.4K$5.5K-$2.9K2026-10-02
Financially Speaking Inc
NEW31—+31——$4.8K—2026-11-05
KFG LLC
NEW30—+30——$4.6K—2026-11-02
IFS Advisors, LLC
UNCHANGED303000%$7.7K$4.6K-$3.1K2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED303000%$7.7K$4.6K-$3.0K2026-10-26
Maseco LLP
NEW28—+28——$4.3K—2026-10-27
Meriwether Wealth & Planning, LLC
NEW26—+26——$4.0K—2026-10-13
Monetary Solutions, Ltd
INCREASED2625+1+4%$6.4K$4.0K-$2.4K2026-10-22
Sawyer & Company, Inc
DECREASED2530-5-17%$7.7K$3.8K-$3.8K2026-10-21
Collier Financial
DECREASED2527-2-7%$6.9K$3.8K-$3.0K2026-11-06
First United Bank & Trust
UNCHANGED252500%$6.4K$3.8K-$2.5K2026-10-22
Gilpin Wealth Management, LLC
NEW20—+20——$3.1K—2026-10-09
DeDora Capital, Inc.
NEW20—+20——$3.1K—2026-10-26
William Mack & Associates, Inc.
NEW19—+19——$2.9K—2026-10-27
Aspect Partners, LLC
DECREASED1924-5-21%$6.1K$2.9K-$3.2K2026-10-20
Davis Capital Management
DECREASED1920-1-5%$5.1K$2.9K-$2.2K2026-10-08
Carolina Wealth Advisors, LLC
UNCHANGED191900%$4.9K$2.9K-$1.9K2026-10-23
IAG Wealth Partners, LLC
UNCHANGED171700%$4.3K$2.6K-$1.7K2026-11-06
Ashurst Perkins Coie Trust Co
NEW16—+16——$2.5K—2026-10-15
WestEnd Advisors, LLC
UNCHANGED151500%$3.8K$2.3K-$1.5K2026-10-27
PayPay Securities Corp
NEW14—+14——$2.2K—2026-10-27
Breakwater Investment Management
DECREASED1314-1-7%$3.6K$2.0K-$1.6K2026-10-20
Mascoma Wealth Management LLC
DECREASED1213-1-8%$3.3K$1.8K-$1.5K2026-10-23
Coston, McIsaac & Partners
UNCHANGED111100%$2$1.8K+$1.8K2026-11-06
Birchwood Financial Partners, Inc.
NEW10—+10——$1.5K—2026-11-02
NBH Bank
NEW9—+9——$1.4K—2026-11-05
Hurley Capital, LLC
DECREASED910-1-10%$2.5K$1.5K-$9862026-11-05
Align Financial, LLC
NEW8—+8——$1.2K—2026-10-16
Signature Resources Capital Management, LLC
DECREASED7107-100-93%$27.3K$1.1K-$26.3K2026-10-16
Kingdom Financial Group Llc.
INCREASED71+6+600%$256$1.1K+$8212026-11-04
Tounjian Advisory Partners, LLC
NEW6—+6——$923—2026-11-04
Mechanics Financial Corp
DECREASED613-7-54%$3.3K$923-$2.4K2026-11-05
Next Level Wealth Planning, LLC
NEW5—+5——$769—2026-10-29
Noble Wealth Management PBC
DECREASED45-1-20%$1.3K$615-$6622026-10-01
NorthAvenue LLC
UNCHANGED4400%$1.0K$616-$4062026-10-29
Buck Wealth Strategies, LLC
DECREASED256-54-96%$14.3K$287-$14.0K2026-10-28
3 Factor Indexing, LLC
UNCHANGED2200%$511$308-$2032026-10-15
Virtus Wealth Solutions LLC
CLOSED099,450-99,450-100%$25.4M$0-$25.4M2026-11-03
Lockheed Martin Investment Management Co
CLOSED082,900-82,900-100%$21.2M$0-$21.2M2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
CLOSED069,258-69,258-100%$17.7M$0-$17.7M2026-10-21
Geneva Partners, LLC
CLOSED049,702-49,702-100%$12.7M$0-$12.7M2026-10-26
TB Alternative Assets Ltd.
CLOSED046,800-46,800-100%$12.0M$0-$12.0M2026-10-16
VMS Asset Management Limited
CLOSED037,762-37,762-100%$9.6M$0-$9.6M2026-10-15
Union Bancaire Privee, UBP SA
CLOSED037,762-37,762-100%$7.8M$0-$7.8M2026-11-04
Artemis Wealth Advisors, LLC
CLOSED026,500-26,500-100%$6.8M$0-$6.8M2026-11-05
Wellington Shields & Co., LLC
CLOSED025,603-25,603-100%$6.5M$0-$6.5M2026-11-03
Atlatl Advisers LLC
CLOSED023,349-23,349-100%$6.0M$0-$6.0M2026-10-22
Wellington Shields Capital Management, LLC
CLOSED020,398-20,398-100%$5.2M$0-$5.2M2026-11-03
Triglav Investments, D.O.O.
CLOSED020,361-20,361-100%$5.2M$0-$5.2M2026-11-06
Patton Fund Management, Inc.
CLOSED016,511-16,511-100%$4.2M$0-$4.2M2026-10-13
Hennessy Advisors Inc
CLOSED015,086-15,086-100%$3.9M$0-$3.9M2026-10-28
Retireful, LLC
CLOSED015,029-15,029-100%$3.8M$0-$3.8M2026-10-09
Cadent Capital Advisors, LLC
CLOSED013,586-13,586-100%$3.5M$0-$3.5M2026-10-09
Castle Rock Wealth Management, LLC
CLOSED011,558-11,558-100%$2.6M$0-$2.6M2026-10-09
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED010,800-10,800-100%$2.8M$0-$2.8M2026-11-04
Check Capital Management Inc
CLOSED010,100-10,100-100%$2.6M$0-$2.6M2026-11-05
WD Rutherford LLC
CLOSED09,625-9,625-100%$2.5M$0-$2.5M2026-10-26
Park Capital Management, LLC / WI
CLOSED09,175-9,175-100%$2.3M$0-$2.3M2026-10-13
REX Advisers, LLC
CLOSED08,300-8,300-100%$2.1M$0-$2.1M2026-10-08
Parametrica Management Ltd
CLOSED07,839-7,839-100%$2.0M$0-$2.0M2026-10-27
Focused Alpha, LLC
CLOSED07,690-7,690-100%$2.0M$0-$2.0M2026-10-20
JSF Financial, LLC
CLOSED07,554-7,554-100%$1.9M$0-$1.9M2026-10-22
Algebris (UK) LTD
CLOSED06,783-6,783-100%$1.7M$0-$1.7M2026-11-06
Kingsman Wealth Management, Inc.
CLOSED06,688-6,688-100%$1.7M$0-$1.7M2026-10-13
Washburn Capital Management, Inc.
CLOSED06,585-6,585-100%$1.7M$0-$1.7M2026-10-19
Stone Wealth Partners
CLOSED05,659-5,659-100%$1.4M$0-$1.4M2026-11-05
Trek Financial, LLC
CLOSED05,486-5,486-100%$1.4M$0-$1.4M2026-10-29
Timothy G. Youngquist 2020 Irrevocable Trust
CLOSED05,019-5,019-100%$1.3M$0-$1.3M2026-10-13
Donoghue Forlines LLC
CLOSED04,149-4,149-100%$1.1M$0-$1.1M2026-11-02
Cynosure Group, LLC
CLOSED03,803-3,803-100%$971.4K$0-$971.4K2026-11-03
Csenge Advisory Group
CLOSED03,686-3,686-100%$941.4K$0-$941.4K2026-11-04
Uhlmann Price Securities, LLC
CLOSED03,500-3,500-100%$894.0K$0-$894.0K2026-11-03
Brick & Kyle, Associates
CLOSED03,395-3,395-100%$461.6K$0-$461.6K2026-11-05
Norris Perne & French LLP
CLOSED03,201-3,201-100%$817.7K$0-$817.7K2026-10-23
FIG Financial Advisory Services Inc
CLOSED03,100-3,100-100%$791.9K$0-$791.9K2026-10-07
Wealth Science Advisors LLC
CLOSED02,566-2,566-100%$655.4K$0-$655.4K2026-10-09
Family Investment Center, Inc.
CLOSED02,440-2,440-100%$623.2K$0-$623.2K2026-10-19
Monument Capital Management
CLOSED02,359-2,359-100%$602.6K$0-$602.6K2026-10-09
AAF Wealth Management, LLC
CLOSED02,348-2,348-100%$599.7K$0-$599.7K2026-10-28
Tabr Capital Management, LLC
CLOSED02,196-2,196-100%$560.9K$0-$560.9K2026-10-20
City Center Advisors, LLC
CLOSED02,057-2,057-100%$525.4K$0-$525.4K2026-10-08
Vertrix Wealth Management, LLC
CLOSED02,020-2,020-100%$516.0K$0-$516.0K2026-10-13
Vann Equity Management LLC
CLOSED01,887-1,887-100%$482.0K$0-$482.0K2026-10-08
IPG Investment Advisors LLC
CLOSED01,821-1,821-100%$465.1K$0-$465.1K2026-10-30
IVC Wealth Advisors LLC
CLOSED01,819-1,819-100%$464.6K$0-$464.6K2026-10-23
Summit Securities Group LLC
CLOSED01,740-1,740-100%$444.4K$0-$444.4K2026-11-05
Capital Asset Advisory Services LLC
CLOSED01,719-1,719-100%$439.1K$0-$439.1K2026-10-30
Wiregrass Investment Management LLC
CLOSED01,717-1,717-100%$438.5K$0-$438.5K2026-11-05
Signal Advisors Wealth, LLC
CLOSED01,686-1,686-100%$430.6K$0-$430.6K2026-10-13
Jeter Robert S II
CLOSED01,679-1,679-100%$320.5K$0-$320.5K2026-10-16
One Wealth Capital Management, LLC
CLOSED01,665-1,665-100%$425.3K$0-$425.3K2026-10-23
Jacobsen Capital Management
CLOSED01,627-1,627-100%$415.6K$0-$415.6K2026-10-27
Principle Wealth Partners LLC
CLOSED01,586-1,586-100%$405.2K$0-$405.2K2026-11-02
ShoreHaven Wealth Partners, LLC
CLOSED01,581-1,581-100%$403.8K$0-$403.8K2026-10-16
Warwick Investment Management, Inc.
CLOSED01,549-1,549-100%$395.7K$0-$395.7K2026-10-19
Innova Wealth Partners
CLOSED01,506-1,506-100%$384.7K$0-$384.7K2026-10-21
Tucker Asset Management LLC
CLOSED01,500-1,500-100%$383.1K$0-$383.1K2026-10-29
Wealth Group, Ltd.
CLOSED01,442-1,442-100%$368.0K$0-$368.0K2026-10-30
MFA Wealth Advisors, LLC
CLOSED01,437-1,437-100%$367.2K$0-$367.2K2026-10-07
PFG Advisors
CLOSED01,435-1,435-100%$366.4K$0-$366.4K2026-10-16
Good Steward Wealth Advisors,LLC
CLOSED01,392-1,392-100%$355.6K$0-$355.6K2026-11-06
Legacy Capital Wealth Partners, LLC
CLOSED01,376-1,376-100%$351.5K$0-$351.5K2026-10-21
Caliber Wealth Management, LLC / KS
CLOSED01,372-1,372-100%$350.5K$0-$350.5K2026-11-04
CogentBlue Wealth Advisors, LLC
CLOSED01,367-1,367-100%$349.2K$0-$349.2K2026-10-09
Sunpointe, LLC
CLOSED01,360-1,360-100%$347.4K$0-$347.4K2026-10-22
Curran Financial Partners, LLC
CLOSED01,358-1,358-100%$346.9K$0-$346.9K2026-11-04
Retirement Planning Co of New England, Inc.
CLOSED01,305-1,305-100%$333.4K$0-$333.4K2026-10-15
Adell Harriman & Carpenter Inc
CLOSED01,294-1,294-100%$330.5K$0-$330.5K2026-11-02
Griffin Asset Management, Inc.
CLOSED01,292-1,292-100%$330.0K$0-$330.0K2026-10-22
Waldron Private Wealth LLC
CLOSED01,284-1,284-100%$328.0K$0-$328.0K2026-11-02
Seneca Financial Advisors LLC
CLOSED01,277-1,277-100%$326.3K$0-$326.3K2026-10-28
Grandview Asset Management LLC
CLOSED01,270-1,270-100%$324.6K$0-$324.6K2026-10-19
Invested Advisors
CLOSED01,258-1,258-100%$321.3K$0-$321.3K2026-10-23
Cherrydale Wealth Management, LLC
CLOSED01,257-1,257-100%$321.1K$0-$321.1K2026-10-20
Convergence Financial, LLC
CLOSED01,248-1,248-100%$318.8K$0-$318.8K2026-10-27
Newman Dignan & Sheerar, Inc.
CLOSED01,247-1,247-100%$318.5K$0-$318.5K2026-10-21
Aspire Private Capital, LLC
CLOSED01,240-1,240-100%$316.8K$0-$316.8K2026-11-05
Welch & Forbes LLC
CLOSED01,234-1,234-100%$315.2K$0-$315.2K2026-11-04
McGlone Suttner Wealth Management, Inc.
CLOSED01,227-1,227-100%$313.3K$0-$313.3K2026-10-13
Ascent Wealth Partners, LLC
CLOSED01,220-1,220-100%$311.6K$0-$311.6K2026-10-23
KPP Advisory Services LLC
CLOSED01,211-1,211-100%$309.3K$0-$309.3K2026-10-26
Reflection Asset Management
CLOSED01,210-1,210-100%$309.1K$0-$309.1K2026-10-28
Purkiss Capital Advisors LLC
CLOSED01,208-1,208-100%$308.6K$0-$308.6K2026-11-06
Investment Partners Asset Management, Inc.
CLOSED01,205-1,205-100%$307.8K$0-$307.8K2026-10-09
Cohen Investment Advisors LLC
CLOSED01,205-1,205-100%$307.8K$0-$307.8K2026-10-20
Altfest L J & Co Inc
CLOSED01,202-1,202-100%$307.0K$0-$307.0K2026-10-27
Brandywine OAK Private Wealth LLC
CLOSED01,200-1,200-100%$306.5K$0-$306.5K2026-10-23
Abundance Wealth Counselors
CLOSED01,198-1,198-100%$306.0K$0-$306.0K2026-10-26
Eagle Wealth Strategies LLC
CLOSED01,198-1,198-100%$305.9K$0-$305.9K2026-10-20
Eley Financial Management, Inc
CLOSED01,197-1,197-100%$305.8K$0-$305.8K2026-11-03
Single Point Partners, LLC
CLOSED01,185-1,185-100%$302.7K$0-$302.7K2026-10-19
Piedmont Capital Management, LLC
CLOSED01,182-1,182-100%$301.9K$0-$301.9K2026-10-21
Telos Capital Management, Inc.
CLOSED01,177-1,177-100%$300.6K$0-$300.6K2026-11-02
Wetzel Investment Advisors, Inc.
CLOSED01,174-1,174-100%$299.9K$0-$299.9K2026-10-13
Arlington Capital Management Inc
CLOSED01,173-1,173-100%$299.6K$0-$299.6K2026-10-30
Heritage Wealth Management, Inc.
CLOSED01,170-1,170-100%$298.9K$0-$298.9K2026-10-27
SWP Financial LLC
CLOSED01,159-1,159-100%$296.0K$0-$296.0K2026-10-23
Wright Wealth LLC
CLOSED01,158-1,158-100%$295.8K$0-$295.8K2026-10-29
Allen Capital Group, LLC
CLOSED01,158-1,158-100%$295.8K$0-$295.8K2026-10-27
KMG Fiduciary Partners, LLC
CLOSED01,157-1,157-100%$295.5K$0-$295.5K2026-10-14
Tilia Fiduciary Partners, Inc.
CLOSED01,155-1,155-100%$295.0K$0-$295.0K2026-10-09
Reynders McVeigh Capital Management, LLC
CLOSED01,154-1,154-100%$295.0K$0-$295.0K2026-10-30
Broadway Wealth Solutions, Inc.
CLOSED01,148-1,148-100%$293.2K$0-$293.2K2026-10-21
Long Island Wealth Management, Inc.
CLOSED01,147-1,147-100%$293.0K$0-$293.0K2026-10-20
Net Worth Advisory Group
CLOSED01,138-1,138-100%$290.7K$0-$290.7K2026-10-20
One Day In July LLC
CLOSED01,128-1,128-100%$288.1K$0-$288.1K2026-10-30
Client 1ST Advisory Group, LLC
CLOSED01,124-1,124-100%$287.1K$0-$287.1K2026-10-19
Clearwater Capital Advisors, LLC
CLOSED01,120-1,120-100%$286.1K$0-$286.1K2026-11-06
Convergence Investment Partners, LLC
CLOSED01,118-1,118-100%$285.6K$0-$285.6K2026-10-28
TopTier Wealth Management, LLC
CLOSED01,117-1,117-100%$285.3K$0-$285.3K2026-10-16
Cogent Private Wealth, Inc.
CLOSED01,112-1,112-100%$284.0K$0-$284.0K2026-11-06
Cutler Investment Counsel LLC
CLOSED01,110-1,110-100%$283.5K$0-$283.5K2026-10-28
Momentous Wealth Management, Inc.
CLOSED01,108-1,108-100%$283.0K$0-$283.0K2026-10-21
Weaver Consulting Group
CLOSED01,103-1,103-100%$281.8K$0-$281.8K2026-10-07
Benin Management Corp
CLOSED01,101-1,101-100%$281.2K$0-$281.2K2026-10-22
Hall Laurie J Trustee
CLOSED01,100-1,100-100%$281.0K$0-$281.0K2026-10-06
Renaissance Investment Group LLC
CLOSED01,100-1,100-100%$281.0K$0-$281.0K2026-10-28
Enterprise Financial Services Corp
CLOSED01,095-1,095-100%$279.7K$0-$279.7K2026-11-03
JB Capital LLC
CLOSED01,093-1,093-100%$279.1K$0-$279.1K2026-10-19
Veltria Advisors Corp.
CLOSED01,075-1,075-100%$274.6K$0-$274.6K2026-11-05
West Wealth Group, LLC
CLOSED01,069-1,069-100%$273.1K$0-$273.1K2026-10-14
AdviceOne Advisory Services, LLC
CLOSED01,063-1,063-100%$271.6K$0-$271.6K2026-10-19
Badgley Phelps Wealth Managers, LLC
CLOSED01,061-1,061-100%$271.0K$0-$271.0K2026-10-22
MRA Advisory Group
CLOSED01,059-1,059-100%$270.5K$0-$270.5K2026-10-07
Stablepoint Partners, LLC
CLOSED01,057-1,057-100%$270.0K$0-$270.0K2026-11-03
Sendero Wealth Management, LLC
CLOSED01,054-1,054-100%$269.2K$0-$269.2K2026-10-14
Epiq Partners, LLC
CLOSED01,054-1,054-100%$269.2K$0-$269.2K2026-10-07
Centurion Wealth Management LLC
CLOSED01,041-1,041-100%$265.9K$0-$265.9K2026-10-13
Aurora Private Wealth, Inc.
CLOSED01,040-1,040-100%$266.0K$0-$266.0K2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED01,037-1,037-100%$264.9K$0-$264.9K2026-10-27
Dupree Financial Group, LLC
CLOSED01,032-1,032-100%$263.6K$0-$263.6K2026-10-09
Marin Bay Wealth Advisors, LLC
CLOSED01,024-1,024-100%$261.6K$0-$261.6K2026-10-28
Wolff Financial Management LLC
CLOSED01,013-1,013-100%$258.8K$0-$258.8K2026-10-23
Old Mission Investment Co LLC
CLOSED01,011-1,011-100%$258.3K$0-$258.3K2026-10-22
Legacy Advisory Services, LLC
CLOSED01,006-1,006-100%$257.0K$0-$257.0K2026-10-20
Brady Family Wealth, LLC
CLOSED01,000-1,000-100%$255.4K$0-$255.4K2026-11-02
Thayer Financial, L.L.C.
CLOSED01,000-1,000-100%$255.4K$0-$255.4K2026-10-21
A&I Financial Services, LLC
CLOSED01,000-1,000-100%$255.4K$0-$255.4K2026-10-15
West Tower Group, LLC
CLOSED01,000-1,000-100%$255.4K$0-$255.4K2026-10-14
Hourglass Capital, LLC
CLOSED01,000-1,000-100%$255.4K$0-$255.4K2026-10-26
Ledgewood Wealth Advisors, LLC
CLOSED01,000-1,000-100%$255.4K$0-$255.4K2026-10-09
Ceera Investments, LLC
CLOSED01,000-1,000-100%$255.4K$0-$255.4K2026-11-02
Kirr Marbach & Co LLC
CLOSED01,000-1,000-100%$255.4K$0-$255.4K2026-10-20
Amarillo National Bank
CLOSED01,000-1,000-100%$255.4K$0-$255.4K2026-10-23
Cornerstone Wealth Advisors, Inc.
CLOSED01,000-1,000-100%$255.4K$0-$255.4K2026-10-16
Hardin Capital Partners, LLC
CLOSED01,000-1,000-100%$253.4K$0-$253.4K2026-10-09
Legal Advantage Investments, Inc.
CLOSED01,000-1,000-100%$255.4K$0-$255.4K2026-10-13
Delta Capital Management LLC
CLOSED01,000-1,000-100%$255.0K$0-$255.0K2026-10-16
Tanager Wealth Management LLP
CLOSED0999-999-100%$255.2K$0-$255.2K2026-10-19
Bedel Financial Consulting, Inc.
CLOSED0995-995-100%$254.2K$0-$254.2K2026-11-06
LifePlan Financial, LLC
CLOSED0988-988-100%$252.4K$0-$252.4K2026-10-13
Alternative Investment Advisors, Llc.
CLOSED0983-983-100%$251.2K$0-$251.2K2026-11-03
Grantvest Financial Group LLC
CLOSED0981-981-100%$250.6K$0-$250.6K2026-10-21
Liberty Capital Management, Inc.
CLOSED0980-980-100%$250.3K$0-$250.3K2026-11-02
Black Diamond Financial, LLC
CLOSED0980-980-100%$250.3K$0-$250.3K2026-10-26
Canvas Wealth Advisors, LLC
CLOSED0978-978-100%$249.8K$0-$249.8K2026-11-02
Atwater Malick LLC
CLOSED0977-977-100%$249.6K$0-$249.6K2026-10-15
Phillips Financial Management, LLC
CLOSED0976-976-100%$249.3K$0-$249.3K2026-10-19
Valtinson Bruner Financial Planning LLC
CLOSED0975-975-100%$249.2K$0-$249.2K2026-11-02
Gemmer Asset Management LLC
CLOSED0960-960-100%$245.2K$0-$245.2K2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
CLOSED0958-958-100%$244.7K$0-$244.7K2026-11-03
Carmel Capital Partners, LLC
CLOSED0957-957-100%$244.4K$0-$244.4K2026-11-03
Hamel Associates, Inc.
CLOSED0955-955-100%$243.9K$0-$243.9K2026-11-06
Maia Wealth LLC
CLOSED0952-952-100%$243.3K$0-$243.3K2026-10-19
AGH Wealth Advisors, LLC
CLOSED0948-948-100%$242.1K$0-$242.1K2026-10-26
Investment Advisory Services Inc
CLOSED0948-948-100%$242.2K$0-$242.2K2026-10-27
waypoint wealth counsel
CLOSED0947-947-100%$241.9K$0-$241.9K2026-10-22
Hurlow Wealth Management Group, Inc.
CLOSED0946-946-100%$241.6K$0-$241.6K2026-10-29
Barton Investment Management
CLOSED0945-945-100%$241.4K$0-$241.4K2026-10-27
Sigma Investment Counselors Inc
CLOSED0944-944-100%$241.1K$0-$241.1K2026-10-27
MontVue Capital Management, Inc.
CLOSED0942-942-100%$240.6K$0-$240.6K2026-10-19
Strid Group, LLC
CLOSED0939-939-100%$240.0K$0-$240.0K2026-10-28
Falcon Wealth Planning
CLOSED0939-939-100%$239.8K$0-$239.8K2026-11-06
Fusion Capital, LLC
CLOSED0939-939-100%$239.8K$0-$239.8K2026-10-28
BankPlus Wealth Management LLC
CLOSED0938-938-100%$239.5K$0-$239.5K2026-10-13
GR Financial Group, LLC
CLOSED0934-934-100%$238.6K$0-$238.6K2026-10-27
TSA Wealth Managment LLC
CLOSED0934-934-100%$238.6K$0-$238.6K2026-10-22
Meadow Creek Wealth Advisors LLC
CLOSED0929-929-100%$237.3K$0-$237.3K2026-11-02
Opus Capital Group, LLC
CLOSED0929-929-100%$237.0K$0-$237.0K2026-10-30
Global Assets Advisory, LLC
CLOSED0928-928-100%$203.3K$0-$203.3K2026-10-28
Gill Capital Partners, LLC
CLOSED0926-926-100%$236.5K$0-$236.5K2026-10-13
Pines Wealth Management, LLC
CLOSED0920-920-100%$235.0K$0-$235.0K2026-10-21
Bond & Devick Financial Network, Inc.
CLOSED0919-919-100%$234.7K$0-$234.7K2026-10-23
Goldstein Advisors, LLC
CLOSED0918-918-100%$234.5K$0-$234.5K2026-10-15
Traynor Capital Management, Inc.
CLOSED0915-915-100%$233.6K$0-$233.6K2026-10-29
Birinyi Associates Inc
CLOSED0915-915-100%$234.0K$0-$234.0K2026-10-28
True Private Wealth Advisors
CLOSED0906-906-100%$231.5K$0-$231.5K2026-10-19
Frederick Financial Consultants, LLC
CLOSED0904-904-100%$230.9K$0-$230.9K2026-10-29
Patrick Mauro Investment Advisor, Inc.
CLOSED0900-900-100%$229.9K$0-$229.9K2026-11-06
American State Bank (Iowa)
CLOSED0900-900-100%$229.9K$0-$229.9K2026-11-03
Tctc Holdings, LLC
CLOSED0900-900-100%$229.9K$0-$229.9K2026-11-02
North Forty Two & Co.
CLOSED0900-900-100%$229.9K$0-$229.9K2026-10-19
ARK & TLK Investments, LLC
CLOSED0900-900-100%$229.9K$0-$229.9K2026-10-20
Moneywise, Inc.
CLOSED0893-893-100%$228.0K$0-$228.0K2026-10-30
XXI Wealth, LLC
CLOSED0890-890-100%$227.3K$0-$227.3K2026-10-22
Discipline Wealth Solutions, LLC
CLOSED0889-889-100%$227.1K$0-$227.1K2026-10-14
Zullo Investment Group, Inc.
CLOSED0884-884-100%$225.8K$0-$225.8K2026-10-20
BayBridge Capital Group, LLC
CLOSED0883-883-100%$225.5K$0-$225.5K2026-10-13
Auxano Advisors, LLC
CLOSED0881-881-100%$225.0K$0-$225.0K2026-11-06
Blodgett Wealth Advisors, LLC
CLOSED0875-875-100%$223.5K$0-$223.5K2026-10-23
Hill Island Financial LLC
CLOSED0874-874-100%$223.2K$0-$223.2K2026-10-20
Livet Wealth, LLC
CLOSED0873-873-100%$223.0K$0-$223.0K2026-10-27
Camden National Bank
CLOSED0872-872-100%$222.7K$0-$222.7K2026-11-02
Wealth Quarterback LLC
CLOSED0872-872-100%$222.7K$0-$222.7K2026-10-20
Verum Partners LLC
CLOSED0870-870-100%$222.1K$0-$222.1K2026-10-21
Firethorn Wealth Partners, LLC
CLOSED0869-869-100%$222.0K$0-$222.0K2026-10-14
Warburton Capital Management, LLC
CLOSED0869-869-100%$221.0K$0-$221.0K2026-11-06
Guardian Capital, LLC
CLOSED0868-868-100%$221.7K$0-$221.7K2026-11-06
MPS Loria Financial Planners, LLC
CLOSED0867-867-100%$221.5K$0-$221.5K2026-10-14
Farrell Financial LLC
CLOSED0865-865-100%$221.0K$0-$221.0K2026-10-16
MBA Advisors LLC
CLOSED0865-865-100%$220.9K$0-$220.9K2026-10-29
Hamilton Capital, LLC
CLOSED0862-862-100%$220.2K$0-$220.2K2026-10-08
Bell Bank
CLOSED0854-854-100%$218.1K$0-$218.1K2026-10-21
Optima Capital LLC
CLOSED0853-853-100%$217.9K$0-$217.9K2026-10-29
Advisortrust Partners, LLC
CLOSED0852-852-100%$217.6K$0-$217.6K2026-11-02
Human Investing LLC
CLOSED0850-850-100%$217.1K$0-$217.1K2026-10-19
Austin Asset Management Co Inc
CLOSED0850-850-100%$217.1K$0-$217.1K2026-10-29
Aletheian Wealth Advisors LLC
CLOSED0847-847-100%$216.3K$0-$216.3K2026-10-08
Summit Asset Management, LLC
CLOSED0843-843-100%$215.2K$0-$215.2K2026-11-05
WealthPLAN Partners, LLC
CLOSED0840-840-100%$214.6K$0-$214.6K2026-10-15
RiverTree Advisors, LLC
CLOSED0839-839-100%$214.3K$0-$214.3K2026-10-13
AA Financial Advisors, LLC
CLOSED0835-835-100%$213.3K$0-$213.3K2026-10-19
Sterling Financial Planning, Inc.
CLOSED0833-833-100%$212.8K$0-$212.8K2026-10-28
Private Client Services, LLC
CLOSED0829-829-100%$211.7K$0-$211.7K2026-10-02
OFS Enterprise LLC
CLOSED0827-827-100%$211.2K$0-$211.2K2026-10-16
S&A Financial Services, Inc.
CLOSED0825-825-100%$210.7K$0-$210.7K2026-11-03
RM Financial Services, LLC
CLOSED0825-825-100%$210.7K$0-$210.7K2026-11-03
Thrive Capital Management, LLC
CLOSED0824-824-100%$210.5K$0-$210.5K2026-10-28
Crescent Grove Advisors, LLC
CLOSED0810-810-100%$206.9K$0-$206.9K2026-10-21
Wealth Alliance Advisory Group, LLC
CLOSED0808-808-100%$206.4K$0-$206.4K2026-10-14
Biltmore Family Office, LLC
CLOSED0805-805-100%$205.6K$0-$205.6K2026-11-03
Ted Buchan & Co
CLOSED0804-804-100%$205.4K$0-$205.4K2026-10-23
FWG Investments, Llc.
CLOSED0804-804-100%$205.3K$0-$205.3K2026-11-03
HMV Wealth Advisors, LLC
CLOSED0802-802-100%$204.9K$0-$204.9K2026-10-27
Excalibur Management Corp
CLOSED0800-800-100%$204.3K$0-$204.3K2026-11-02
Seelaus Asset Management LLC
CLOSED0800-800-100%$204.3K$0-$204.3K2026-10-14
Alamar Capital Management, LLC
CLOSED0800-800-100%$204.3K$0-$204.3K2026-11-02
Garrett Wealth Advisory Group, LLC
CLOSED0795-795-100%$203.1K$0-$203.1K2026-10-22
Crown Wealth Group, LLC
CLOSED0793-793-100%$202.6K$0-$202.6K2026-10-19
Joseph P. Lucia & Associates, LLC
CLOSED0791-791-100%$202.2K$0-$202.2K2026-10-30
Smart Wealth LLC
CLOSED0790-790-100%$201.7K$0-$201.7K2026-11-04
YHB Investment Advisors, Inc.
CLOSED0787-787-100%$201.0K$0-$201.0K2026-10-08
Howard Capital Management Group, LLC
CLOSED0700-700-100%$178.8K$0-$178.8K2026-10-16
Morguard Lincluden Global Investments Ltd
CLOSED0599-599-100%$153.0K$0-$153.0K2026-10-28
LifeSteps Financial, Inc.
CLOSED0551-551-100%$140.7K$0-$140.7K2026-10-15
Cornerstone Planning Group LLC
CLOSED0449-449-100%$69.2K$0-$69.2K2026-10-16
Belvedere Trading LLC
CLOSED0351-351-100%$89.7K$0-$89.7K2026-11-05
LFA - Lugano Financial Advisors SA
CLOSED0345-345-100%$88.1K$0-$88.1K2026-11-03
Solstein Capital, LLC
CLOSED0314-314-100%$80.2K$0-$80.2K2026-11-02
Waratah Capital Advisors Ltd.
CLOSED0257-257-100%$65.6K$0-$65.6K2026-11-06
Commonwealth Retirement Investments LLC
CLOSED0147-147-100%$37.5K$0-$37.5K2026-10-26
Paladin Partners, LLC
CLOSED075-75-100%$19.2K$0-$19.2K2026-10-06
Bullseye Investment Management, LLC
CLOSED073-73-100%$18.6K$0-$18.6K2026-10-29
Bayforest Capital Ltd
CLOSED035-35-100%$8.9K$0-$8.9K2026-11-03
Navigoe, LLC
CLOSED016-16-100%$4$0-$42026-11-04
Halbert Hargrove Global Advisors, LLC
CLOSED06-6-100%$1.5K$0-$1.5K2026-10-16
Nvest Wealth Strategies, Inc.
CLOSED04-4-100%$1.0K$0-$1.0K2026-10-14
Tower Trust & Investment Co
CLOSED04-4-100%$1.0K$0-$1.0K2026-10-28
Comprehensive Financial Planning, Inc.
CLOSED01-1-100%$255$0-$2552026-10-27
BlackRock, Inc.
N/A—65,765,574-65,765,574-100%$16.8B———
Vanguard Capital Management LLC
N/A—50,831,214-50,831,214-100%$13.0B———
State Street Corp
N/A—41,108,384-41,108,384-100%$10.5B———
JPMorgan Chase & Co
N/A—36,016,393-36,016,393-100%$9.2B———
Capital Research Global Investors
N/A—24,698,700-24,698,700-100%$6.3B———
FMR LLC
N/A—24,027,884-24,027,884-100%$6.1B———
Vanguard Portfolio Management LLC
N/A—18,920,070-18,920,070-100%$4.8B———
Bank of America Corp
N/A—18,730,616-18,730,616-100%$4.8B———
Morgan Stanley
N/A—15,134,070-15,134,070-100%$3.9B———
State Farm Mutual Automobile Insurance Co
N/A—13,231,628-13,231,628-100%$3.4B———
Wellington Management Group LLP
N/A—13,174,194-13,174,194-100%$3.4B———
Norges Bank
N/A—10,238,257-10,238,257-100%$2.6B———
Goldman Sachs Group Inc
N/A—8,843,159-8,843,159-100%$2.3B———
Northern Trust Corp
N/A—8,428,910-8,428,910-100%$2.2B———
Price T Rowe Associates Inc
N/A—6,061,765-6,061,765-100%$1.5B———
WCM Investment Management, LLC
N/A—5,932,726-5,932,726-100%$1.5B———
Capital World Investors
N/A—5,482,220-5,482,220-100%$1.4B———
UBS Asset Management Americas LLC
N/A—5,323,016-5,323,016-100%$1.4B———
Charles Schwab Investment Management Inc
N/A—4,880,490-4,880,490-100%$1.2B———
Legal & General Group Plc
N/A—4,746,047-4,746,047-100%$1.2B———
Invesco Ltd.
N/A—4,712,539-4,712,539-100%$1.2B———
Ameriprise Financial Inc
N/A—4,611,099-4,611,099-100%$1.2B———
Vanguard Fiduciary Trust Co
N/A—4,494,624-4,494,624-100%$1.1B———
Nuveen, LLC
N/A—4,408,093-4,408,093-100%$1.1B———
Primecap Management Co
N/A—4,131,872-4,131,872-100%$1.1B———
UBS Group AG
N/A—4,071,307-4,071,307-100%$1.0B———
London Co of Virginia
N/A—3,220,119-3,220,119-100%$822.5M———
Polar Capital Holdings Plc
N/A—3,059,046-3,059,046-100%$781.4M———
Mariner, LLC
N/A—2,868,833-2,868,833-100%$732.8M———
Lone Pine Capital LLC
N/A—2,728,058-2,728,058-100%$696.8M———
Franklin Resources Inc
N/A—2,667,824-2,667,824-100%$681.4M———
American Century Companies Inc
N/A—2,588,427-2,588,427-100%$661.2M———
Stifel Financial Corp
N/A—2,586,481-2,586,481-100%$660.7M———
Voya Investment Management LLC
N/A—2,476,955-2,476,955-100%$632.7M———
Royal Bank of Canada
N/A—2,418,394-2,418,394-100%$617.7M———
Wells Fargo & Company
N/A—2,279,226-2,279,226-100%$582.2M———
Raymond James Financial Inc
N/A—2,244,390-2,244,390-100%$573.3M———
Swiss National Bank
N/A—2,240,900-2,240,900-100%$572.4M———
Whale Rock Capital Management LLC
N/A—2,233,999-2,233,999-100%$570.6M———
Evergreen Quality Fund GP, Ltd.
N/A—2,232,286-2,232,286-100%$570.2M———
Jupiter Topco LLC
N/A—2,210,653-2,210,653-100%$564.7M———
National Pension Service
N/A—2,124,412-2,124,412-100%$542.6M———
HSBC Holdings PLC
N/A—1,747,318-1,747,318-100%$445.7M———
Vanguard Global Advisers, LLC
N/A—1,700,523-1,700,523-100%$434.4M———
California Public Employees Retirement System
N/A—1,671,870-1,671,870-100%$427.0M———
APG Asset Management N.V.
N/A—1,537,554-1,537,554-100%$343.5M———
Vanguard Asset Management, Ltd
N/A—1,529,867-1,529,867-100%$390.8M———
Marshall Wace, LLP
N/A—1,512,374-1,512,374-100%$386.3M———
Envestnet Asset Management Inc
N/A—1,479,311-1,479,311-100%$377.9M———
Aspex Management (HK) Ltd
N/A—1,477,410-1,477,410-100%$377.4M———
Victory Capital Management Inc
N/A—1,444,343-1,444,343-100%$368.9M———
Bowen Hanes & Co Inc
N/A—1,377,592-1,377,592-100%$187.3M———
BNP Paribas Financial Markets
N/A—1,368,026-1,368,026-100%$349.4M———
TD Asset Management Inc
N/A—1,332,907-1,332,907-100%$340.5M———
Neuberger Berman Group LLC
N/A—1,328,672-1,328,672-100%$339.4M———
Anther Capital Ltd
N/A—1,321,701-1,321,701-100%$337.6M———
Canada Pension Plan Investment Board
N/A—1,309,455-1,309,455-100%$334.5M———
Rhumbline Advisers
N/A—1,286,913-1,286,913-100%$328.7M———
AQR Capital Management LLC
N/A—1,283,545-1,283,545-100%$327.9M———
Alliancebernstein L.P.
N/A—1,248,834-1,248,834-100%$169.8M———
California State Teachers Retirement System
N/A—1,208,819-1,208,819-100%$308.8M———
Bank of Montreal
N/A—1,154,955-1,154,955-100%$295.0M———
National Bank of Canada
N/A—928,156-928,156-100%$237.0M———
Focus Partners Wealth
N/A—914,251-914,251-100%$233.3M———
Lord, Abbett & Co. LLC
N/A—913,991-913,991-100%$233.5M———
SurgoCap Partners LP
N/A—797,181-797,181-100%$203.6M———
New York State Common Retirement Fund
N/A—792,130-792,130-100%$202.3M———
XN LP
N/A—766,265-766,265-100%$195.7M———
Canada Life Assurance Co
N/A—715,294-715,294-100%$182.4M———
Artisan Partners Limited Partnership
N/A—715,286-715,286-100%$182.7M———
Storebrand Asset Management AS
N/A—707,662-707,662-100%$180.8M———
Aviva PLC
N/A—704,090-704,090-100%$179.8M———
State Board of Administration of Florida Retirement System
N/A—685,829-685,829-100%$175.2M———
Clear Street Group Inc.
N/A—685,760-685,760-100%$175.2M———
Marex Group Ltd
N/A—680,452-680,452-100%$173.8M———
Huntington National Bank
N/A—664,072-664,072-100%$169.6M———
Bessemer Group Inc
N/A—637,193-637,193-100%$162.8M———
Acadian Asset Management LLC
N/A—628,757-628,757-100%$160.6M———
Korea Investment Corp
N/A—611,694-611,694-100%$156.2M———
Natixis Advisors, LLC
N/A—609,434-609,434-100%$155.7M———
SEI Investments Co
N/A—600,936-600,936-100%$153.5M———
Schroder Investment Management Group
N/A—600,885-600,885-100%$153.5M———
Atalan Capital Partners, LP
N/A—597,300-597,300-100%$152.6M———
Janney Montgomery Scott LLC
N/A—574,635-574,635-100%$146.8M———
First Trust Advisors LP
N/A—574,038-574,038-100%$146.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—572,281-572,281-100%$146.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—562,802-562,802-100%$143.0M———
Shufro Rose & Co LLC
N/A—561,262-561,262-100%$143.4M———
Adage Capital Partners GP, L.L.C.
N/A—558,421-558,421-100%$142.6M———
Prudential Financial Inc
N/A—552,715-552,715-100%$141.2M———
HRT Financial LP
N/A—533,479-533,479-100%$136.3M———
Danske Bank A/S
N/A—499,695-499,695-100%$127.6M———
Quantinno Capital Management LP
N/A—496,612-496,612-100%$126.8M———
Capitolis Liquid Global Markets LLC
N/A—479,537-479,537-100%$122.5M———
Susquehanna International Group, LLP
N/A—477,677-477,677-100%$122.0M———
SG Americas Securities, LLC
N/A—453,495-453,495-100%$115.8M———
Rockefeller Capital Management L.P.
N/A—449,927-449,927-100%$114.9M———
State of Wisconsin Investment Board
N/A—423,892-423,892-100%$108.3M———
Cerity Partners LLC
N/A—423,265-423,265-100%$107.6M———
Mercer Global Advisors Inc
N/A—410,688-410,688-100%$104.9M———
Ensign Peak Advisors, Inc
N/A—407,351-407,351-100%$104.0M———
Vanguard Investments Australia, Ltd.
N/A—406,486-406,486-100%$103.8M———
Manufacturers Life Insurance Company, the
N/A—402,442-402,442-100%$102.8M———
Main Street Research LLC
N/A—394,058-394,058-100%$100.7M———
Cetera Investment Advisers
N/A—390,527-390,527-100%$99.8M———
Bank of Nova Scotia
N/A—388,394-388,394-100%$99.2M———
Handelsbanken Fonder AB
N/A—385,665-385,665-100%$98.5M———
KLP Kapitalforvaltning AS
N/A—384,560-384,560-100%$98.2M———
Chevy Chase Trust Holdings, LLC
N/A—383,311-383,311-100%$97.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—381,715-381,715-100%$97.5M———
Jennison Associates LLC
N/A—372,407-372,407-100%$95.1M———
Citadel Advisors LLC
N/A—368,501-368,501-100%$94.1M———
Toronto Dominion Bank
N/A—358,663-358,663-100%$91.6M———
HighTower Advisors, LLC
N/A—354,034-354,034-100%$90.4M———
Nomura Asset Management Co LTD
N/A—353,526-353,526-100%$90.3M———
Osaic Holdings, Inc.
N/A—351,925-351,925-100%$89.9M———
BNP Paribas Asset Management Holding S.A.
N/A—348,926-348,926-100%$89.1M———
Royal London Asset Management LTD
N/A—343,167-343,167-100%$87.7M———
Mufg Securities Emea plc
N/A—342,654-342,654-100%$87.5M———
Treasurer of the State of North Carolina
N/A—336,777-336,777-100%$86.0M———
Massachusetts Financial Services Co
N/A—331,912-331,912-100%$85.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—328,433-328,433-100%$83.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—326,436-326,436-100%$83.3M———
Gendell Jeffrey L
N/A—325,000-325,000-100%$83.0M———
Walleye Trading LLC
N/A—320,755-320,755-100%$81.9M———
D. E. Shaw & Co., Inc.
N/A—314,441-314,441-100%$80.3M———
Public Employees Retirement System of Ohio
N/A—310,399-310,399-100%$79.3M———
Jones Financial Companies Lllp
N/A—309,546-309,546-100%$68.5M———
Cornerstone Capital, Inc.
N/A—302,250-302,250-100%$77.2M———
Tairen Capital Ltd
N/A—294,169-294,169-100%$75.1M———
Zacks Investment Management
N/A—282,359-282,359-100%$72.1M———
Caisse de Depot ET Placement DU Quebec
N/A—276,832-276,832-100%$70.7M———
Capital Advisors Inc
N/A—273,257-273,257-100%$69.8M———
Baird Financial Group, Inc.
N/A—271,829-271,829-100%$69.4M———
Sanctuary Advisors, LLC
N/A—270,733-270,733-100%$69.2M———
State of Tennessee, Department of Treasury
N/A—268,367-268,367-100%$68.5M———
Public Employees Retirement Association of Colorado
N/A—266,776-266,776-100%$68.1M———
Millennium Management LLC
N/A—264,724-264,724-100%$67.6M———
Rafferty Asset Management, LLC
N/A—263,166-263,166-100%$67.2M———
Blair William & Co
N/A—257,541-257,541-100%$65.8M———
Brown Advisory Inc
N/A—257,056-257,056-100%$65.7M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—250,562-250,562-100%$64.0M———
Tidal Investments LLC
N/A—248,012-248,012-100%$63.3M———
Tredje Ap-fonden
N/A—243,975-243,975-100%$62.3M———
ING Groep NV
N/A—239,593-239,593-100%$61.2M———
Bragg Financial Advisors, Inc
N/A—237,059-237,059-100%$60.6M———
DnB Asset Management AS
N/A—236,666-236,666-100%$60.5M———
Resona Asset Management Co.,Ltd.
N/A—231,765-231,765-100%$59.2M———
Teacher Retirement System of Texas
N/A—228,336-228,336-100%$58.3M———
Minneapolis Portfolio Management Group, LLC
N/A—226,664-226,664-100%$57.9M———
E Fund Management Co., Ltd.
N/A—212,013-212,013-100%$54.2M———
MetLife Investment Management, LLC
N/A—210,350-210,350-100%$53.7M———
LMR Partners LLP
N/A—208,400-208,400-100%$53.2M———
Advisors Asset Management, Inc.
N/A—206,405-206,405-100%$52.7M———
Migdal Insurance & Financial Holdings Ltd.
N/A—202,308-202,308-100%$51.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—199,126-199,126-100%$50.9M———
Northwestern Mutual Wealth Management Co
N/A—198,332-198,332-100%$50.7M———
Gabelli Funds LLC
N/A—194,564-194,564-100%$49.7M———
Cresset Asset Management, LLC
N/A—194,208-194,208-100%$49.6M———
Mizuho Markets Americas LLC
N/A—190,000-190,000-100%$48.5M———
CI Investments Inc.
N/A—189,076-189,076-100%$48.3M———
Pathstone Holdings, LLC
N/A—184,534-184,534-100%$47.2M———
Westfield Capital Management Co LP
N/A—184,428-184,428-100%$47.1M———
Wealth High Governance Asset Management Ltda.
N/A—180,986-180,986-100%$46.2M———
Credit Agricole S A
N/A—177,469-177,469-100%$45.3M———
Fullerton Fund Management Co Ltd.
N/A—176,487-176,487-100%$45.1M———
CIBC World Market Inc.
N/A—174,534-174,534-100%$44.6M———
Hel Ved Capital Management Ltd
N/A—172,700-172,700-100%$44.1M———
Tocqueville Asset Management L.P.
N/A—172,269-172,269-100%$44.0M———
Woodline Partners LP
N/A—171,590-171,590-100%$43.8M———
IEQ Capital, LLC
N/A—171,416-171,416-100%$43.8M———
Federation des caisses Desjardins du Quebec
N/A—169,498-169,498-100%$43.3M———
Captrust Financial Advisors
N/A—169,284-169,284-100%$43.2M———
Steward Partners Investment Advisory, LLC
N/A—166,476-166,476-100%$42.5M———
Telemark Asset Management, LLC
N/A—165,000-165,000-100%$42.1M———
Electron Capital Partners, LLC
N/A—163,766-163,766-100%$41.8M———
USS Investment Management Ltd
N/A—159,465-159,465-100%$40.7M———
Gamco Investors, Inc. ET AL
N/A—156,156-156,156-100%$39.9M———
Vanguard Personalized Indexing Management, LLC
N/A—154,382-154,382-100%$39.4M———
M&T Bank Corp
N/A—152,397-152,397-100%$38.9M———
Panagora Asset Management Inc
N/A—151,451-151,451-100%$38.7M———
United Bank
N/A—148,936-148,936-100%$38.0M———
Intech Investment Management LLC
N/A—142,388-142,388-100%$36.4M———
Summitry LLC
N/A—141,305-141,305-100%$36.1M———
Varma Mutual Pension Insurance Co
N/A—141,132-141,132-100%$36.0M———
Front Street Capital Management, Inc.
N/A—141,078-141,078-100%$35.9M———
Guggenheim Capital LLC
N/A—140,474-140,474-100%$35.9M———
Life Cycle Investment Partners Ltd
N/A—140,344-140,344-100%$35.8M———
Public Sector Pension Investment Board
N/A—139,867-139,867-100%$35.7M———
Kera Capital Partners, Inc.
N/A—139,807-139,807-100%$35.7M———
CIBC Bancorp USA Inc.
N/A—138,908-138,908-100%$35.7M———
Flputnam Investment Management Co
N/A—138,589-138,589-100%$35.4M———
Waverly Advisors, LLC
N/A—137,870-137,870-100%$35.2M———
Cantor Fitzgerald, L. P.
N/A—136,780-136,780-100%$34.9M———
Nomura Holdings Inc
N/A—136,004-136,004-100%$34.7M———
MML Investors Services, LLC
N/A—135,591-135,591-100%$34.6M———
Prudential PLC
N/A—134,589-134,589-100%$34.4M———
Mark Asset Management LP
N/A—134,243-134,243-100%$34.3M———
MAI Capital Management
N/A—132,936-132,936-100%$34.0M———
Erste Asset Management GmbH
N/A—131,888-131,888-100%$33.7M———
QRG Capital Management, Inc.
N/A—130,887-130,887-100%$33.4M———
O'shaughnessy Asset Management, LLC
N/A—127,951-127,951-100%$32.7M———
Pinnacle Financial Partners, Inc.
N/A—126,115-126,115-100%$32.2M———
NewEdge Advisors, LLC
N/A—124,723-124,723-100%$31.9M———
Verition Fund Management LLC
N/A—123,388-123,388-100%$31.5M———
Teachers Retirement System of the State of Kentucky
N/A—122,962-122,962-100%$31.4M———
&partners
N/A—122,787-122,787-100%$31.3M———
Utah Retirement Systems
N/A—120,042-120,042-100%$30.7M———
British Columbia Investment Management Corp
N/A—119,052-119,052-100%$30.4M———
Police & Firemen's Retirement System of New Jersey
N/A—118,823-118,823-100%$30.4M———
AMJ Financial Wealth Management
N/A—115,562-115,562-100%$15.7M———
Andra Ap-fonden
N/A—113,950-113,950-100%$29.1M———
Commerce Bank
N/A—113,871-113,871-100%$29.1M———
Nan Shan Life Insurance Co., Ltd.
N/A—111,655-111,655-100%$28.5M———
Auxier Asset Management LLC
N/A—110,261-110,261-100%$28.2M———
Stonebridge Capital Advisors LLC
N/A—108,755-108,755-100%$27.8M———
Schonfeld Strategic Advisors LLC
N/A—107,426-107,426-100%$27.4M———
Nissay Asset Management Corp N
N/A—107,378-107,378-100%$27.4M———
Macquarie Group LTD
N/A—106,186-106,186-100%$27.1M———
Wealthfront Advisers LLC
N/A—106,070-106,070-100%$27.1M———
Ilmarinen Mutual Pension Insurance Co
N/A—99,995-99,995-100%$25.5M———
Danica Pension, Livsforsikringsaktieselskab
N/A—98,598-98,598-100%$25.2M———
Nordea Investment Management AB
N/A—97,209-97,209-100%$25.6M———
Rodgers Brothers Inc.
N/A—97,001-97,001-100%$24.8M———
RNC Capital Management LLC
N/A—93,777-93,777-100%$24.0M———
Advisory Services Network, LLC
N/A—92,453-92,453-100%$23.6M———
Mediolanum International Funds Ltd
N/A—91,742-91,742-100%$23.5M———
PFG Investments, LLC
N/A—89,563-89,563-100%$22.9M———
Wealth Advisors of Tampa Bay, LLC
N/A—88,391-88,391-100%$22.6M———
Berkshire Capital Holdings Inc
N/A—88,230-88,230-100%$22.5M———
Orion Porfolio Solutions, LLC
N/A—87,735-87,735-100%$22.4M———
Motco
N/A—86,304-86,304-100%$22.0M———
Picton Mahoney Asset Management
N/A—86,130-86,130-100%$22.0M———
Allstate Corp
N/A—85,661-85,661-100%$21.9M———
Mairs & Power Inc
N/A—85,447-85,447-100%$21.8M———
Omers Administration Corp
N/A—84,725-84,725-100%$21.6M———
Benjamin Edwards Inc
N/A—84,392-84,392-100%$21.6M———
Commerzbank Aktiengesellschaft
N/A—83,232-83,232-100%$21.3M———
Empowered Funds, LLC
N/A—81,476-81,476-100%$20.8M———
Stratos Wealth Partners, Ltd.
N/A—81,000-81,000-100%$20.7M———
Truvestments Capital LLC
N/A—79,621-79,621-100%$20.3M———
Vident Advisory, LLC
N/A—79,355-79,355-100%$20.3M———
Hudson Value Partners, LLC
N/A—78,634-78,634-100%$20.1M———
Jane Street Group, LLC
N/A—78,294-78,294-100%$20.0M———
Atlantic Union Bankshares Corp
N/A—77,934-77,934-100%$19.9M———
Estabrook Capital Management
N/A—76,175-76,175-100%$19.5M———
Anchor Investment Management, LLC
N/A—74,897-74,897-100%$19.1M———
ST Germain D J Co Inc
N/A—74,253-74,253-100%$19.0M———
BW Gestao de Investimentos Ltda.
N/A—72,919-72,919-100%$18.6M———
Cannell & Spears LLC
N/A—72,764-72,764-100%$18.6M———
Daiichi Life Insurance Co., Ltd.
N/A—71,796-71,796-100%$18.3M———
Gotham Asset Management, LLC
N/A—71,658-71,658-100%$18.3M———
Cary Street Partners Financial LLC
N/A—71,191-71,191-100%$18.2M———
Pacer Advisors, Inc.
N/A—70,579-70,579-100%$18.0M———
Intrinsic Edge Capital Management LLC
N/A—69,122-69,122-100%$17.7M———
Wealth High Governance Capital Ltda
N/A—69,014-69,014-100%$17.6M———
Glenmede Trust Co NA
N/A—68,880-68,880-100%$17.6M———
Allianz Asset Management GmbH
N/A—68,128-68,128-100%$17.4M———
Meridiem Capital Partners LP
N/A—67,830-67,830-100%$17.3M———
Arax Advisory Partners
N/A—67,792-67,792-100%$17.3M———
BNP Paribas
N/A—67,565-67,565-100%$17.2M———
Equitable Holdings, Inc.
N/A—67,557-67,557-100%$17.3M———
Elo Mutual Pension Insurance Co
N/A—66,495-66,495-100%$17.0M———
Lifeworks Advisors, LLC
N/A—65,052-65,052-100%$16.6M———
Riposte Capital LLC
N/A—65,000-65,000-100%$16.6M———
Private Advisor Group, LLC
N/A—61,897-61,897-100%$15.8M———
Mizuho Securities USA LLC
N/A—61,314-61,314-100%$15.7M———
Sequoia Financial Advisors, LLC
N/A—61,122-61,122-100%$15.6M———
NFJ Investment Group, LLC
N/A—61,010-61,010-100%$15.6M———
Chelsea Counsel Co
N/A—60,956-60,956-100%$15.6M———
Beacon Pointe Advisors, LLC
N/A—60,791-60,791-100%$15.5M———
Group One Trading LLC
N/A—59,465-59,465-100%$15.2M———
Fred Alger Management, LLC
N/A—59,412-59,412-100%$15.2M———
Pine Valley Investments Ltd Liability Co
N/A—58,802-58,802-100%$15.0M———
Capital International, Inc.
N/A—58,724-58,724-100%$15.0M———
Horizon Investments, LLC
N/A—57,606-57,606-100%$14.7M———
Ardmore Road Asset Management LP
N/A—57,600-57,600-100%$14.7M———
Beck Capital Management, LLC
N/A—56,714-56,714-100%$14.5M———
Nomura Asset Management International Inc.
N/A—56,672-56,672-100%$14.5M———
Vestmark Advisory Solutions, Inc.
N/A—56,014-56,014-100%$14.3M———
Saudi Central Bank
N/A—55,621-55,621-100%$14.2M———
NewEdge Wealth, LLC
N/A—53,992-53,992-100%$13.8M———
Squarepoint Ops LLC
N/A—53,483-53,483-100%$13.7M———
Investment Management Corp of Ontario
N/A—53,078-53,078-100%$13.6M———
IAT Reinsurance Co Ltd.
N/A—52,037-52,037-100%$3.1M———
Grand Alliance Asset Management Ltd
N/A—51,800-51,800-100%$13.2M———
Kentucky Retirement Systems
N/A—49,289-49,289-100%$12.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—48,964-48,964-100%$12.5M———
Thoroughbred Financial Services, LLC
N/A—48,428-48,428-100%$12.4M———
Independent Advisor Alliance
N/A—48,097-48,097-100%$12.3M———
WealthTrust Axiom LLC
N/A—47,325-47,325-100%$12.1M———
Summit Financial, LLC
N/A—46,657-46,657-100%$11.9M———
Dakota Wealth Management
N/A—46,280-46,280-100%$11.8M———
Trajan Wealth LLC
N/A—45,876-45,876-100%$11.7M———
Arkadios Wealth Advisors
N/A—45,811-45,811-100%$11.7M———
Bleakley Financial Group, LLC
N/A—45,622-45,622-100%$11.7M———
Empower Advisory Group, LLC
N/A—45,541-45,541-100%$11.6M———
Foster & Motley Inc
N/A—45,474-45,474-100%$11.6M———
National Philanthropic Trust
N/A—44,790-44,790-100%$11.4M———
Man Group plc
N/A—44,544-44,544-100%$11.4M———
Norinchukin Bank, The
N/A—43,466-43,466-100%$11.1M———
Integrated Wealth Concepts LLC
N/A—42,610-42,610-100%$10.9M———
Needham Investment Management LLC
N/A—42,500-42,500-100%$10.9M———
Holderness Investments Co
N/A—42,407-42,407-100%$10.8M———
Steadtrust LLC
N/A—41,891-41,891-100%$10.7M———
L & S Advisors Inc
N/A—41,569-41,569-100%$10.6M———
Science & Technology Partners, L.P.
N/A—41,459-41,459-100%$10.6M———
Snowden Capital Advisors LLC
N/A—41,397-41,397-100%$10.6M———
Front Row Advisors LLC
N/A—41,259-41,259-100%$6.6M———
M. Kulyk & Associates, LLC
N/A—40,399-40,399-100%$10.3M———
Abbot Financial Management, Inc.
N/A—39,980-39,980-100%$10.2M———
Federated Hermes, Inc.
N/A—39,879-39,879-100%$10.2M———
Callan Family Office, LLC
N/A—39,393-39,393-100%$10.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—39,295-39,295-100%$10.0M———
Two Sigma Investments, LP
N/A—39,287-39,287-100%$10.0M———
Gilder Gagnon Howe & Co LLC
N/A—38,873-38,873-100%$9.9M———
Aptus Capital Advisors, LLC
N/A—38,505-38,505-100%$9.8M———
Summit Trail Advisors, LLC
N/A—38,125-38,125-100%$9.8M———
Vestcor Inc
N/A—36,879-36,879-100%$9.4M———
Capital International Sarl
N/A—36,793-36,793-100%$9.4M———
Jump Financial, LLC
N/A—35,864-35,864-100%$9.2M———
Lombard Odier Asset Management (Switzerland) SA
N/A—35,828-35,828-100%$9.2M———
Cozad Asset Management Inc
N/A—35,015-35,015-100%$8.9M———
Dodge & COX
N/A—34,665-34,665-100%$8.9M———
Hilltop Holdings Inc.
N/A—34,561-34,561-100%$8.8M———
Brave Asset Management Inc
N/A—34,250-34,250-100%$8.7M———
BFC Planning, Inc.
N/A—33,440-33,440-100%$8.5M———
Rothschild Investment LLC
N/A—33,072-33,072-100%$8.4M———
World Investment Advisors
N/A—32,792-32,792-100%$5.0M———
Ballentine Partners, LLC
N/A—32,774-32,774-100%$8.4M———
Blue Edge Capital, LLC
N/A—32,095-32,095-100%$8.2M———
Brown Brothers Harriman & Co
N/A—31,858-31,858-100%$8.1M———
Nwam LLC
N/A—31,715-31,715-100%$8.1M———
First National Bank & Trust Co of Newtown
N/A—31,430-31,430-100%$4.3M———
Potrero Capital Research LLC
N/A—31,177-31,177-100%$8.0M———
Stephens Inc
N/A—31,161-31,161-100%$8.0M———
Harbour Investments, Inc.
N/A—30,268-30,268-100%$7.7M———
Ardsley Advisory Partners LP
N/A—30,000-30,000-100%$7.7M———
JTC Employer Solutions Trustee Ltd
N/A—30,000-30,000-100%$7.7M———
Scotia Capital Inc.
N/A—29,995-29,995-100%$7.7M———
Groupe la Francaise
N/A—29,940-29,940-100%$7.6M———
Western Wealth Management, LLC
N/A—29,937-29,937-100%$7.6M———
Westview Management dba Westview Investment Advisors
N/A—29,911-29,911-100%$7.6M———
NorthRock Partners, LLC
N/A—29,738-29,738-100%$7.6M———
Banque Cantonale Vaudoise
N/A—29,142-29,142-100%$7.4M———
Twin Tree Management, LP
N/A—28,374-28,374-100%$7.2M———
LEE Johnson Capital Management, LLC
N/A—28,319-28,319-100%$7.2M———
AssuredPartners Investment Advisors, LLC
N/A—28,294-28,294-100%$7.2M———
Bradley Foster & Sargent Inc
N/A—28,094-28,094-100%$7.2M———
CSM Advisors, LLC
N/A—27,121-27,121-100%$6.9M———
RiverFront Investment Group, LLC
N/A—27,099-27,099-100%$6.9M———
Empirical Finance, LLC
N/A—27,064-27,064-100%$6.9M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—27,040-27,040-100%$6.9M———
United Capital Financial Advisors, LLC
N/A—26,892-26,892-100%$6.9M———
Precision Wealth Strategies, LLC
N/A—26,760-26,760-100%$6.8M———
RWA Wealth Partners, LLC
N/A—26,730-26,730-100%$6.8M———
Douglass Winthrop Advisors, LLC
N/A—26,705-26,705-100%$6.8M———
Fiduciary Trust Co
N/A—26,410-26,410-100%$6.7M———
Polymer Capital Management (US) LLC
N/A—26,310-26,310-100%$6.7M———
OneDigital Investment Advisors LLC
N/A—26,166-26,166-100%$6.7M———
Metis Global Partners, LLC
N/A—26,066-26,066-100%$6.7M———
Composition Wealth, LLC
N/A—25,940-25,940-100%$6.6M———
FIL Ltd
N/A—25,819-25,819-100%$6.6M———
Whittier Trust Co
N/A—25,749-25,749-100%$5.0M———
Pinebridge Investments LLC
N/A—25,512-25,512-100%$6.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—25,110-25,110-100%$6.4M———
Insigneo Advisory Services, LLC
N/A—25,073-25,073-100%$6.4M———
Coldstream Capital Management Inc
N/A—24,776-24,776-100%$6.3M———
Arrowstreet Capital, Limited Partnership
N/A—24,425-24,425-100%$6.2M———
Boston Family Office LLC
N/A—24,250-24,250-100%$6.2M———
Freestone Grove Partners LP
N/A—23,852-23,852-100%$6.1M———
Baader Bank Aktiengesellschaft
N/A—23,681-23,681-100%$6.0M———
Oxford Financial Group, Ltd. LLC
N/A—23,626-23,626-100%$6.0M———
Francis Financial, Inc.
N/A—23,616-23,616-100%$6.0M———
Catalyst Funds Management Pty Ltd
N/A—23,600-23,600-100%$6.0M———
Mufg Securities Americas Inc.
N/A—23,588-23,588-100%$6.0M———
Kingsview Wealth Management, LLC
N/A—23,578-23,578-100%$6.0M———
EP Wealth Advisors, LLC
N/A—23,470-23,470-100%$6.0M———
Brevan Howard Capital Management LP
N/A—23,195-23,195-100%$5.9M———
Earnest Partners LLC
N/A—22,641-22,641-100%$5.8M———
LOS Angeles Capital Management LLC
N/A—22,437-22,437-100%$5.7M———
Peapack Gladstone Financial Corp
N/A—22,125-22,125-100%$5.7M———
Ironwood Investment Counsel, LLC
N/A—21,867-21,867-100%$5.6M———
Crews Bank & Trust
N/A—21,725-21,725-100%$5.5M———
Clearbridge Investments, LLC
N/A—21,724-21,724-100%$5.5M———
Argent Trust Co
N/A—21,523-21,523-100%$5.5M———
Meeder Advisory Services, Inc.
N/A—21,410-21,410-100%$5.5M———
Global Retirement Partners, LLC
N/A—21,320-21,320-100%$5.4M———
Vinva Investment Management Ltd
N/A—21,265-21,265-100%$5.3M———
Rock Point Advisors, LLC
N/A—21,225-21,225-100%$5.4M———
Williamson Legacy Group, LLC
N/A—21,124-21,124-100%$5.4M———
one8zero8, LLC
N/A—21,050-21,050-100%$5.4M———
Caprock Group, LLC
N/A—20,824-20,824-100%$5.3M———
Bearing Point Capital, LLC
N/A—20,804-20,804-100%$5.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—20,618-20,618-100%$5.3M———
Triton Financial Group Inc
N/A—20,606-20,606-100%$5.3M———
Point72 Asset Management, L.P.
N/A—20,600-20,600-100%$5.3M———
Susquehanna Portfolio Strategies, LLC
N/A—20,544-20,544-100%$5.2M———
Hollencrest Capital Management
N/A—20,505-20,505-100%$5.2M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—20,454-20,454-100%$5.2M———
IHT Wealth Management, LLC
N/A—20,392-20,392-100%$5.2M———
Maytus Capital Management, LLC
N/A—20,000-20,000-100%$5.1M———
Proem Advisors LLC
N/A—20,000-20,000-100%$5.1M———
Canada Post Corp Registered Pension Plan
N/A—19,856-19,856-100%$5.1M———
SIG Brokerage, LP
N/A—19,814-19,814-100%$5.1M———
First National Advisers, LLC
N/A—19,506-19,506-100%$5.0M———
Leavell Investment Management, Inc.
N/A—19,325-19,325-100%$4.9M———
Logan Capital Management Inc
N/A—19,146-19,146-100%$4.9M———
Kovack Advisors, Inc.
N/A—18,857-18,857-100%$4.6M———
Focus Partners Advisor Solutions, LLC
N/A—18,717-18,717-100%$4.8M———
Worldquant Millennium Advisors LLC
N/A—18,597-18,597-100%$4.8M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—18,550-18,550-100%$4.7M———
Castleark Management LLC
N/A—18,470-18,470-100%$4.7M———
Red Door Wealth Management, LLC
N/A—18,350-18,350-100%$4.7M———
Florida Financial Advisors, LLC
N/A—18,296-18,296-100%$4.7M———
Figure 8 Investment Strategies LLC
N/A—18,286-18,286-100%$4.7M———
Wahed Invest LLC
N/A—18,252-18,252-100%$4.7M———
Patron Partners, LLC
N/A—18,251-18,251-100%$4.7M———
First National Bank of Omaha
N/A—18,212-18,212-100%$4.7M———
IQ EQ Fund Management (Ireland) Ltd
N/A—18,204-18,204-100%$4.6M———
Polymer Capital Management (HK) LTD
N/A—18,172-18,172-100%$4.6M———
Stance Capital LLC
N/A—18,125-18,125-100%$4.6M———
Capital International LTD
N/A—18,031-18,031-100%$4.6M———
Tiaa Wealth Investment Management LLC
N/A—17,819-17,819-100%$4.6M———
Balyasny Asset Management L.P.
N/A—17,815-17,815-100%$4.6M———
Fox Hill Wealth Management
N/A—17,788-17,788-100%$4.5M———
Circle Wealth Management, LLC
N/A—17,778-17,778-100%$4.5M———
Mutual Advisors, LLC
N/A—17,718-17,718-100%$4.5M———
LRI Investments, LLC
N/A—17,492-17,492-100%$4.5M———
Winthrop Partners - WNY, LLC
N/A—17,464-17,464-100%$4.5M———
AE Wealth Management LLC
N/A—17,397-17,397-100%$4.4M———
New Age Alpha Advisors, LLC
N/A—17,198-17,198-100%$4.4M———
Envestnet Portfolio Solutions, Inc.
N/A—17,130-17,130-100%$4.4M———
Axiom Investors LLC
N/A—17,102-17,102-100%$4.4M———
Bellwether Advisors, LLC
N/A—17,060-17,060-100%$4.4M———
Sunstone Asset Management, LP
N/A—17,052-17,052-100%$4.4M———
Advent Capital Management
N/A—17,000-17,000-100%$4.3M———
Seeds Investor LLC
N/A—16,916-16,916-100%$4.3M———
Siemens Fonds Invest GmbH
N/A—16,227-16,227-100%$4.1M———
Heights Point Management, LP
N/A—16,197-16,197-100%$4.1M———
Performance Wealth Partners, LLC
N/A—16,158-16,158-100%$4.1M———
Telligent Fund, LP
N/A—16,000-16,000-100%$4.1M———
CreativeOne Wealth, LLC
N/A—15,972-15,972-100%$4.1M———
Lcnb Corp
N/A—15,890-15,890-100%$4.1M———
Wealthspire Advisors, LLC
N/A—15,857-15,857-100%$4.1M———
Webster Bank, N. A.
N/A—15,851-15,851-100%$4.0M———
Caisse DES Depots ET Consignations
N/A—15,838-15,838-100%$4.0M———
Ingalls & Snyder LLC
N/A—15,772-15,772-100%$4.0M———
DV Equities, LLC
N/A—15,644-15,644-100%$4.0M———
Evercore Wealth Management, LLC
N/A—15,548-15,548-100%$4.0M———
Simmons Bank
N/A—15,492-15,492-100%$4.0M———
Nicolet Bankshares Inc
N/A—15,398-15,398-100%$3.8M———
Smith, Moore & Co.
N/A—15,343-15,343-100%$3.9M———
Main Street Financial Solutions, LLC
N/A—15,311-15,311-100%$3.9M———
Fidelis Capital Partners, LLC
N/A—15,077-15,077-100%$3.9M———
Davis R M Inc
N/A—15,055-15,055-100%$3.8M———
Roundview Capital LLC
N/A—15,030-15,030-100%$3.8M———
Game Plan Financial Advisors, LLC
N/A—14,888-14,888-100%$3.8M———
Johnson Investment Counsel Inc
N/A—14,836-14,836-100%$3.8M———
Morse Asset Management, Inc
N/A—14,667-14,667-100%$3.7M———
Financial Sense Advisors, Inc.
N/A—14,649-14,649-100%$3.7M———
Hobbs Group Advisors, LLC
N/A—14,597-14,597-100%$3.7M———
Atlas Capital Advisors Inc.
N/A—14,343-14,343-100%$3.7M———
Stokes Family Office, LLC
N/A—14,267-14,267-100%$3.6M———
Principal Securities, Inc.
N/A—14,068-14,068-100%$3.6M———
Frec Markets, Inc.
N/A—13,947-13,947-100%$3.6M———
Sumitomo Life Insurance Co
N/A—13,805-13,805-100%$3.5M———
Northstar Advisory Group, LLC
N/A—13,789-13,789-100%$3.5M———
Lafayette Investments, Inc.
N/A—13,729-13,729-100%$3.5M———
SageView Advisory Group, LLC
N/A—13,618-13,618-100%$3.5M———
TCW Group Inc
N/A—13,502-13,502-100%$3.4M———
Entropy Technologies, LP
N/A—13,353-13,353-100%$3.4M———
Godshalk Welsh Capital Management, Inc.
N/A—13,350-13,350-100%$3.4M———
Ancora Advisors LLCA
N/A—13,294-13,294-100%$3.4M———
Cornerstone Select Advisors, LLC
N/A—13,246-13,246-100%$3.4M———
NCM Capital Management, LLC
N/A—13,233-13,233-100%$3.4M———
Harvest Fund Management Co., Ltd
N/A—12,988-12,988-100%$3.3M———
Centaurus Financial, Inc.
N/A—12,863-12,863-100%$3.3M———
Fosun International Ltd
N/A—12,483-12,483-100%$3.2M———
Sargent Investment Group, LLC
N/A—12,303-12,303-100%$3.1M———
Moneta Group Investment Advisors LLC
N/A—12,299-12,299-100%$3.1M———
Altshuler Shaham Ltd
N/A—12,249-12,249-100%$3.1M———
Smartleaf Asset Management LLC
N/A—12,174-12,174-100%$3.1M———
Icon Wealth Advisors, LLC
N/A—12,138-12,138-100%$3.1M———
Checchi Capital Advisers, LLC
N/A—12,005-12,005-100%$3.1M———
Syon Capital LLC
N/A—11,983-11,983-100%$3.1M———
Silvant Capital Management LLC
N/A—11,920-11,920-100%$3.0M———
Rexford Capital Inc
N/A—11,915-11,915-100%$3.0M———
Orleans Capital Management Corp
N/A—11,758-11,758-100%$3.0M———
Advyzon Investment Management, LLC
N/A—11,755-11,755-100%$3.0M———
1ST Source Bank
N/A—11,555-11,555-100%$3.0M———
Petra Financial Advisors Inc
N/A—11,500-11,500-100%$2.9M———
XTX Topco Ltd
N/A—11,470-11,470-100%$2.9M———
Mayflower Financial Advisors, LLC
N/A—11,454-11,454-100%$2.9M———
Stonebridge Financial Group, LLC
N/A—11,451-11,451-100%$2.9M———
Pallas Capital Advisors LLC
N/A—11,398-11,398-100%$2.9M———
Great Valley Advisor Group, Inc.
N/A—11,131-11,131-100%$2.8M———
Ausdal Financial Partners, Inc.
N/A—11,029-11,029-100%$2.8M———
Monetta Financial Services Inc
N/A—11,000-11,000-100%$2.8M———
Widmann Financial Services, Inc.
N/A—10,818-10,818-100%$2.8M———
Virtus Investment Advisers, LLC
N/A—10,728-10,728-100%$2.7M———
Emissary Wealth LLC
N/A—10,461-10,461-100%$2.7M———
Vectors Research Management, LLC
N/A—10,441-10,441-100%$2.7M———
Hutchinson Capital Management
N/A—10,369-10,369-100%$2.6M———
Coastal Bridge Advisors, LLC
N/A—10,325-10,325-100%$2.6M———
Hhlr Advisors, Ltd.
N/A—10,266-10,266-100%$2.6M———
Gladstone Institutional Advisory LLC
N/A—10,128-10,128-100%$2.6M———
Armistice Capital, LLC
N/A—10,112-10,112-100%$2.6M———
Alight Capital Management LP
N/A—10,000-10,000-100%$2.6M———
Virtu Financial LLC
N/A—9,824-9,824-100%$2.5M———
Concentric Capital Strategies, LP
N/A—9,771-9,771-100%$2.5M———
Pure Financial Advisors, LLC
N/A—9,766-9,766-100%$2.5M———
Tower Research Capital LLC (TRC)
N/A—9,716-9,716-100%$2.5M———
Bluebird Wealth Management LLC
N/A—9,676-9,676-100%$2.5M———
Essex Financial Services, Inc.
N/A—9,620-9,620-100%$2.5M———
Fayez Sarofim & Co
N/A—9,613-9,613-100%$2.5M———
Ellevest, Inc.
N/A—9,595-9,595-100%$2.4M———
First Commonwealth Financial Corp
N/A—9,579-9,579-100%$2.4M———
PeakShares LLC
N/A—9,497-9,497-100%$2.4M———
Foundations Investment Advisors, LLC
N/A—9,497-9,497-100%$2.4M———
Ashford Capital Management Inc
N/A—9,496-9,496-100%$2.4M———
Persistent Asset Partners Ltd
N/A—9,368-9,368-100%$2.4M———
IFG Advisory, LLC
N/A—9,363-9,363-100%$2.4M———
Dorsey & Whitney Trust Co LLC
N/A—9,337-9,337-100%$2.4M———
Modern Wealth Management, LLC
N/A—9,228-9,228-100%$2.4M———
Dark Forest Capital Management LP
N/A—9,226-9,226-100%$2.4M———
Tribune Investment Group LP
N/A—9,200-9,200-100%$2.3M———
Secured Retirement Advisors, LLC
N/A—9,129-9,129-100%$2.3M———
WIM Investment Management Ltd
N/A—9,125-9,125-100%$2.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—8,786-8,786-100%$2.2M———
Garrison Point Advisors, LLC
N/A—8,784-8,784-100%$2.2M———
Savvy Advisors, Inc.
N/A—8,745-8,745-100%$2.2M———
Oversea-Chinese Banking Corp Ltd
N/A—8,740-8,740-100%$2.2M———
Owen LaRue, LLC
N/A—8,632-8,632-100%$2.2M———
Belpointe Asset Management LLC
N/A—8,531-8,531-100%$2.2M———
Destination Wealth Management
N/A—8,522-8,522-100%$2.2M———
Vista Investment Management
N/A—8,431-8,431-100%$2.2M———
Ostrum Asset Management
N/A—8,408-8,408-100%$2.1M———
Fukoku Mutual Life Insurance Co
N/A—8,356-8,356-100%$2.1M———
1248 Management, LLC
N/A—8,302-8,302-100%$2.1M———
Leigh Baldwin & Co., LLC
N/A—8,176-8,176-100%$2.1M———
Candelo Capital Management LP
N/A—8,139-8,139-100%$2.1M———
Hartford Funds Management Co LLC
N/A—8,129-8,129-100%$2.1M———
Transamerica Financial Advisors, LLC
N/A—8,121-8,121-100%$2.1M———
Texas Yale Capital Corp.
N/A—8,100-8,100-100%$2.1M———
SIR Capital Management, L.P.
N/A—8,088-8,088-100%$2.1M———
Silvercrest Asset Management Group LLC
N/A—8,055-8,055-100%$2.1M———
Smithfield Trust Co
N/A—8,002-8,002-100%$2.0M———
Ninepoint Partners LP
N/A—7,964-7,964-100%$2.0M———
Fund Advisors of America Inc
N/A—7,913-7,913-100%$2.0M———
Azimuth Capital Investment Management LLC
N/A—7,900-7,900-100%$2.0M———
Caxton Associates LLP
N/A—7,894-7,894-100%$2.0M———
Farmers National Bank
N/A—7,792-7,792-100%$2.0M———
Generation Capital Management LLC
N/A—7,760-7,760-100%$2.0M———
Bartlett & Co. Wealth Management LLC
N/A—7,730-7,730-100%$2.0M———
Atalanta Sosnoff Capital, LLC
N/A—7,729-7,729-100%$2.0M———
Mason & Associates Inc
N/A—7,705-7,705-100%$2.0M———
Exit Wealth Advisors, Llc.
N/A—7,672-7,672-100%$2.0M———
Ameritas Advisory Services, LLC
N/A—7,525-7,525-100%$1.9M———
Westwood Holdings Group Inc
N/A—7,507-7,507-100%$1.9M———
Jackson, Grant Investment Advisers, Inc.
N/A—7,502-7,502-100%$1.9M———
Ceeto Capital Group, LLC
N/A—7,500-7,500-100%$1.9M———
Lowe Brockenbrough & Co Inc
N/A—7,498-7,498-100%$1.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—7,415-7,415-100%$1.9M———
Hantz Financial Services, Inc.
N/A—7,414-7,414-100%$1.9M———
Silver OAK Securities, Incorporated
N/A—7,278-7,278-100%$1.9M———
West Michigan Advisors, LLC
N/A—7,216-7,216-100%$1.8M———
FirstWave Capital Management LLC
N/A—7,133-7,133-100%$1.8M———
Choate Investment Advisors
N/A—7,053-7,053-100%$1.8M———
Schnieders Capital Management, Llc.
N/A—7,038-7,038-100%$1.8M———
Keystone Financial Group
N/A—6,998-6,998-100%$1.8M———
HighPoint Advisor Group LLC
N/A—6,921-6,921-100%$1.8M———
Wealthedge Investment Advisors, LLC
N/A—6,890-6,890-100%$1.8M———
First Manhattan Co. Llc.
N/A—6,817-6,817-100%$1.7M———
Gardner Lewis Asset Management L P
N/A—6,774-6,774-100%$1.7M———
Meeder Asset Management Inc
N/A—6,772-6,772-100%$1.7M———
Ameritas Investment Partners, Inc.
N/A—6,710-6,710-100%$1.7M———
Magnolia Capital Advisors LLC
N/A—6,702-6,702-100%$1.7M———
Legacy Capital Group California, Inc.
N/A—6,672-6,672-100%$1.7M———
Allianz SE
N/A—6,632-6,632-100%$1.7M———
Phoenix Financial Ltd.
N/A—6,631-6,631-100%$1.7M———
Northstar Group, Inc.
N/A—6,617-6,617-100%$1.7M———
Bridgewater Advisors Inc.
N/A—6,604-6,604-100%$963.4K———
Firsthand Capital Management, Inc.
N/A—6,460-6,460-100%$1.7M———
QVT Financial LP
N/A—6,410-6,410-100%$1.6M———
Curi Capital, LLC
N/A—6,397-6,397-100%$1.6M———
Rathbones Group PLC
N/A—6,375-6,375-100%$1.6M———
Citizens Business Bank
N/A—6,372-6,372-100%$1.6M———
Stonebridge Financial Group, LLC / MO
N/A—6,309-6,309-100%$1.6M———
Stratos Wealth Advisors, LLC
N/A—6,235-6,235-100%$1.6M———
GeoWealth Management, LLC
N/A—6,169-6,169-100%$1.6M———
Cheviot Value Management, LLC
N/A—6,164-6,164-100%$1.6M———
Kintra Wealth, LLC
N/A—6,143-6,143-100%$973.9K———
Regal Investment Advisors LLC
N/A—6,110-6,110-100%$1.6M———
Peak Asset Management, LLC
N/A—6,105-6,105-100%$1.6M———
Basecamp Wealth Advisors LLC
N/A—6,082-6,082-100%$1.6M———
CoreFirst Bank & Trust
N/A—6,055-6,055-100%$1.5M———
Stock Yards Bank & Trust Co
N/A—6,045-6,045-100%$1.5M———
Southeast Asset Advisors, LLC
N/A—6,000-6,000-100%$1.5M———
Wealth Alliance, LLC
N/A—5,959-5,959-100%$1.5M———
Chesapeake Asset Management LLC
N/A—5,938-5,938-100%$1.5M———
Haverford Trust Co
N/A—5,922-5,922-100%$1.5M———
Ossiam
N/A—5,913-5,913-100%$1.5M———
Meiji Yasuda Life Insurance Co
N/A—5,875-5,875-100%$1.5M———
GTS Securities LLC
N/A—5,854-5,854-100%$1.5M———
Resurgent Financial Advisors LLC
N/A—5,850-5,850-100%$1.5M———
Himension Capital (Singapore) Pte. Ltd.
N/A—5,792-5,792-100%$1.5M———
Birmingham Capital Management Co Inc
N/A—5,650-5,650-100%$1.4M———
Everpar Advisors LLC
N/A—5,611-5,611-100%$1.4M———
Tiemann Investment Advisors, LLC
N/A—5,575-5,575-100%$1.4M———
Groupama Asset Managment
N/A—5,560-5,560-100%$1.4M———
Qtron Investments LLC
N/A—5,529-5,529-100%$1.4M———
Security National Bank of SO DAK
N/A—5,514-5,514-100%$1.4M———
Spinnaker Trust
N/A—5,461-5,461-100%$1.4M———
KDT Advisors, LLC
N/A—5,445-5,445-100%$1.4M———
Millstone Evans Group, LLC
N/A—5,405-5,405-100%$1.4M———
IFS Group,LLC
N/A—5,369-5,369-100%$1.4M———
Voleon Capital Management LP
N/A—5,299-5,299-100%$1.4M———
HM Payson & Co
N/A—5,291-5,291-100%$1.4M———
Sfmg, LLC
N/A—5,223-5,223-100%$1.3M———
Lazard Asset Management LLC
N/A—5,209-5,209-100%$1.3M———
Aureus Asset Management, LLC
N/A—5,190-5,190-100%$1.3M———
Whittier Trust Co of Nevada Inc
N/A—5,184-5,184-100%$961.0K———
Rokos Capital Management LLP
N/A—5,172-5,172-100%$1.3M———
Walleye Capital LLC
N/A—5,157-5,157-100%$1.3M———
Blueshift Asset Management, LLC
N/A—5,130-5,130-100%$1.3M———
Lionhunter Capital Management, LLC
N/A—5,076-5,076-100%$1.3M———
Fiduciary Group, LLC
N/A—5,071-5,071-100%$1.3M———
Fourth Dimension Wealth, LLC
N/A—5,070-5,070-100%$1.3M———
Shelton Capital Management
N/A—5,061-5,061-100%$1.3M———
Atlas Wealth LLC
N/A—5,025-5,025-100%$1.3M———
Sound View Wealth Advisors Group, LLC
N/A—5,022-5,022-100%$1.3M———
Trillium Asset Management, LLC
N/A—5,010-5,010-100%$1.3M———
Transcend Capital Advisors, LLC
N/A—5,001-5,001-100%$1.3M———
Capital Counsel LLC
N/A—5,000-5,000-100%$1.3M———
Pacific Point Advisors, LLC
N/A—5,000-5,000-100%$1.3M———
MOR Wealth Management, LLC
N/A—4,927-4,927-100%$1.3M———
Perennial Investment Advisors, LLC
N/A—4,907-4,907-100%$1.3M———
Heritage Trust Co
N/A—4,812-4,812-100%$1.2M———
Alerus Financial NA
N/A—4,803-4,803-100%$1.2M———
Kiley Juergens Wealth Management, LLC
N/A—4,797-4,797-100%$1.2M———
Bluespring Wealth Management, LLC
N/A—4,788-4,788-100%$1.2M———
Meiji Yasuda Asset Management Co Ltd.
N/A—4,778-4,778-100%$1.2M———
McGowan Group Asset Management, Inc.
N/A—4,778-4,778-100%$1.2M———
Maverick Capital LTD
N/A—4,774-4,774-100%$1.2M———
Klcm Advisors, Inc.
N/A—4,771-4,771-100%$1.2M———
Samara Investment Management, LLC
N/A—4,752-4,752-100%$1.2M———
Boyar Asset Management Inc.
N/A—4,722-4,722-100%$1.2M———
Alesco Advisors, LLC, An ESL Co
N/A—4,701-4,701-100%$1.2M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,689-4,689-100%$1.2M———
Advocacy Wealth Management, LLC
N/A—4,675-4,675-100%$1.2M———
Geneos Wealth Management Inc.
N/A—4,667-4,667-100%$1.2M———
Waddell & Associates, LLC
N/A—4,658-4,658-100%$1.2M———
Alteri Wealth LLC
N/A—4,654-4,654-100%$1.2M———
Opal Capital LLC
N/A—4,653-4,653-100%$1.2M———
Adapt Wealth Advisors, LLC
N/A—4,618-4,618-100%$1.2M———
SBI Okasan Asset Management Co.Ltd.
N/A—4,600-4,600-100%$1.2M———
Osmosis Investment Management UK Ltd
N/A—4,555-4,555-100%$1.2M———
Innovative Asset Advisors Group, LLC
N/A—4,549-4,549-100%$1.2M———
AustralianSuper Pty Ltd
N/A—4,515-4,515-100%$1.2M———
New Republic Capital, LLC
N/A—4,506-4,506-100%$1.2M———
Garden State Investment Advisory Services LLC
N/A—4,497-4,497-100%$1.1M———
Freestone Capital Holdings, LLC
N/A—4,474-4,474-100%$1.1M———
Mustico Financial Group, Inc.
N/A—4,418-4,418-100%$1.1M———
Graham Capital Management, L.P.
N/A—4,400-4,400-100%$1.1M———
Becker Capital Management Inc
N/A—4,391-4,391-100%$1.1M———
Goldstream Capital Management Ltd
N/A—4,360-4,360-100%$1.1M———
King Wealth Management Group
N/A—4,316-4,316-100%$1.1M———
Symmetry Investments LP
N/A—4,295-4,295-100%$1.1M———
Cascades Capital Asset Management, LLC
N/A—4,212-4,212-100%$1.1M———
Tower Wealth Partners, Inc.
N/A—4,206-4,206-100%$1.1M———
Buffalo Business & Estate Services LTD
N/A—4,205-4,205-100%$1.1M———
Welch Capital Partners LLC
N/A—4,194-4,194-100%$1.1M———
Capital Group Investment Management Pte. Ltd.
N/A—4,194-4,194-100%$1.1M———
Calydon Capital
N/A—4,181-4,181-100%$1.1M———
Boothbay Fund Management, LLC
N/A—4,141-4,141-100%$1.1M———
Strategic Financial Services, Inc.
N/A—4,111-4,111-100%$1.1M———
Havemeyer Place LP
N/A—4,088-4,088-100%$1.0M———
Integrated Investment Consultants, LLC
N/A—4,080-4,080-100%$1.0M———
Corient IA LP
N/A—4,040-4,040-100%$1.0M———
Colonial Trust Co / SC
N/A—4,006-4,006-100%$1.0M———
Financial Plan, Inc.
N/A—4,003-4,003-100%$1.0M———
Brant Point Investment Management LLC
N/A—4,000-4,000-100%$1.0M———
Myda Advisors LLC
N/A—4,000-4,000-100%$1.0M———
Proficio Capital Partners LLC
N/A—3,974-3,974-100%$1.0M———
Quantessence Capital LLC
N/A—3,936-3,936-100%$1.0M———
Bannerstone Capital Management, LLC
N/A—3,933-3,933-100%$1.0M———
Hancock Whitney Corp
N/A—3,892-3,892-100%$994.1K———
Brookwood Investment Group LLC
N/A—3,886-3,886-100%$992.6K———
Heritage Wealth Advisors
N/A—3,870-3,870-100%$988.5K———
Sovereign Financial Group, Inc.
N/A—3,850-3,850-100%$983.4K———
Sivia Capital Partners, LLC
N/A—3,837-3,837-100%$980.1K———
Prelude Capital Management, LLC
N/A—3,817-3,817-100%$975.0K———
Advisors Capital Management, LLC
N/A—3,806-3,806-100%$972.2K———
Parvin Asset Management, LLC
N/A—3,800-3,800-100%$970.6K———
Howe & Rusling Inc
N/A—3,798-3,798-100%$970.2K———
Joule Financial, LLC
N/A—3,796-3,796-100%$969.8K———
Rehmann Capital Advisory Group
N/A—3,780-3,780-100%$962.6K———
Wescap Management Group, Inc.
N/A—3,773-3,773-100%$963.7K———
BCS Private Wealth Management, Inc.
N/A—3,746-3,746-100%$956.8K———
USA Financial Formulas
N/A—3,734-3,734-100%$953.8K———
Numerai GP LLC
N/A—3,733-3,733-100%$953.5K———
Engineers Gate Manager LP
N/A—3,725-3,725-100%$951.5K———
Stoneridge Investment Partners LLC
N/A—3,715-3,715-100%$514———
Keynote Financial Services LLC
N/A—3,709-3,709-100%$947.4K———
Beacon Investment Advisors LLC
N/A—3,699-3,699-100%$945.0K———
EFG International AG
N/A—3,688-3,688-100%$942.3K———
Atlanta Consulting Group Advisors, LLC
N/A—3,680-3,680-100%$940.0K———
Fortune Financial Advisors, LLC
N/A—3,655-3,655-100%$933.6K———
Vanguard National Trust Co
N/A—3,654-3,654-100%$933.3K———
Founders Financial Alliance, LLC
N/A—3,583-3,583-100%$915.2K———
Kerr Financial Planning Corp
N/A—3,548-3,548-100%$906.1K———
Townsquare Capital LLC
N/A—3,527-3,527-100%$900.9K———
Investor's Fiduciary Advisor Network, LLC
N/A—3,494-3,494-100%$892.0K———
Advisory Alpha, LLC
N/A—3,491-3,491-100%$892.1K———
Mathes Company, Inc.
N/A—3,485-3,485-100%$890.0K———
Seascape Capital Management
N/A—3,481-3,481-100%$889.0K———
Tradition Wealth Management, LLC
N/A—3,480-3,480-100%$888.9K———
Strategies Wealth Advisors, LLC
N/A—3,474-3,474-100%$887.5K———
Lombard Odier Asset Management (USA) Corp
N/A—3,452-3,452-100%$881.7K———
Allied Private Wealth LLC
N/A—3,429-3,429-100%$631.2K———
Delta Investment Management, LLC
N/A—3,428-3,428-100%$875.7K———
Evolve Private Wealth, LLC
N/A—3,383-3,383-100%$864.1K———
Trivium Point Advisory, LLC
N/A—3,361-3,361-100%$858.6K———
Compass Capital Corp
N/A—3,359-3,359-100%$536.1K———
Marshall Financial Group, LLC
N/A—3,337-3,337-100%$852.4K———
Keywise Capital Management (HK) Ltd
N/A—3,300-3,300-100%$842.9K———
Avanda Investment Management Pte. Ltd.
N/A—3,300-3,300-100%$842.9K———
Sandler Capital Management
N/A—3,299-3,299-100%$842.7K———
Westpac Banking Corp
N/A—3,282-3,282-100%$838.3K———
Fortress Private Ledger, LLC
N/A—3,273-3,273-100%$836.0K———
Cambria Investment Management, L.P.
N/A—3,260-3,260-100%$832.7K———
TRB Wealth Management, LLC
N/A—3,253-3,253-100%$830.9K———
Medallion Wealth Advisors, LLC
N/A—3,246-3,246-100%$829.1K———
Charter Research & Investment Group, Inc.
N/A—3,240-3,240-100%$827.6K———
Intrust Bank NA
N/A—3,238-3,238-100%$827.1K———
Bristol John W & Co Inc
N/A—3,229-3,229-100%$824.8K———
Baldwin Investment Management, LLC
N/A—3,220-3,220-100%$822.5K———
Sagewood Asset Management LP
N/A—3,198-3,198-100%$816.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,181-3,181-100%$812.6K———
Stevens Capital Management LP
N/A—3,169-3,169-100%$809.0K———
Xcelsior Advisor Partners LLC
N/A—3,145-3,145-100%$803.3K———
Defiance ETFs, LLC
N/A—3,140-3,140-100%$692.8K———
JMN Financial LLC
N/A—3,138-3,138-100%$801.7K———
Texas Capital Bank Wealth Management Services Inc
N/A—3,122-3,122-100%$797.5K———
Kadensa Capital Ltd
N/A—3,116-3,116-100%$795.9K———
PCM Encore, LLC
N/A—3,114-3,114-100%$795.4K———
Novak & Powell Financial Services, Inc.
N/A—3,011-3,011-100%$769.1K———
Clare Market Investments LLC
N/A—3,000-3,000-100%$766.3K———
Forefront Wealth Partners, LLC
N/A—2,988-2,988-100%$763.1K———
Stratos Investment Management, LLC
N/A—2,935-2,935-100%$749.8K———
Permanent Capital Management, LP
N/A—2,896-2,896-100%$739.8K———
Significant Wealth Partners LLC
N/A—2,876-2,876-100%$734.6K———
Rowlandmiller & Partners.adv
N/A—2,860-2,860-100%$730.5K———
Prosperity Consulting Group, LLC
N/A—2,859-2,859-100%$730.4K———
Banco Santander, S.A.
N/A—2,847-2,847-100%$727.2K———
MJP Associates Inc
N/A—2,829-2,829-100%$722.7K———
Aristotle Capital Management, LLC
N/A—2,800-2,800-100%$715.2K———
Fi3 Financial Advisors, LLC
N/A—2,784-2,784-100%$289.5K———
WNY Asset Management, LLC
N/A—2,780-2,780-100%$710.1K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,749-2,749-100%$702.2K———
Wealth Management Associates, Inc.
N/A—2,723-2,723-100%$695.6K———
Optas, LLC
N/A—2,715-2,715-100%$693.5K———
George Kaiser Family Foundation
N/A—2,703-2,703-100%$690.4K———
Clark Capital Management Group, Inc.
N/A—2,702-2,702-100%$690.3K———
C M Bidwell & Associates LTD
N/A—2,692-2,692-100%$687.6K———
Clarendon Private LLC
N/A—2,685-2,685-100%$685.8K———
Rothschild Wealth LLC
N/A—2,679-2,679-100%$684.3K———
Fort Sheridan Advisors LLC
N/A—2,676-2,676-100%$683.5K———
SouthState Bank Corp
N/A—2,672-2,672-100%$682.5K———
Van Eck Associates Corp
N/A—2,669-2,669-100%$681.7K———
Mayport, LLC
N/A—2,646-2,646-100%$675.9K———
OneAscent Family Office, LLC
N/A—2,611-2,611-100%$666.9K———
Quent Capital, LLC
N/A—2,610-2,610-100%$666.7K———
Chokshi & Queen Wealth Advisors, Inc
N/A—2,600-2,600-100%$664.1K———
Strategic Investment Advisors / MI
N/A—2,599-2,599-100%$663.9K———
Drive Wealth Management, LLC
N/A—2,597-2,597-100%$663.3K———
Financial Engines Advisors L.L.C.
N/A—2,559-2,559-100%$653.6K———
S&CO Inc
N/A—2,550-2,550-100%$651.0K———
Strategic Investment Solutions, Inc.
N/A—2,530-2,530-100%$646.4K———
First Financial Bankshares Inc
N/A—2,515-2,515-100%$642.4K———
Gateway Wealth Partners, LLC
N/A—2,499-2,499-100%$638.3K———
Quotient Wealth Partners, LLC
N/A—2,430-2,430-100%$620.7K———
Fortis Advisors, LLC
N/A—2,425-2,425-100%$619.4K———
Legacy Financial Advisors, Inc.
N/A—2,413-2,413-100%$616.4K———
McMillan Office, Inc.
N/A—2,410-2,410-100%$615.6K———
Alan B Lancz & Associates, Inc.
N/A—2,406-2,406-100%$614.6K———
Crewe Advisors LLC
N/A—2,387-2,387-100%$609.7K———
Bogart Wealth, LLC
N/A—2,378-2,378-100%$607.4K———
Manning & Napier Advisors LLC
N/A—2,359-2,359-100%$603.2K———
LaSalle St. Investment Advisors, LLC
N/A—2,350-2,350-100%$600.3K———
Aigen Investment Management, LP
N/A—2,341-2,341-100%$598.0K———
Tyche Wealth Partners LLC
N/A—2,306-2,306-100%$589.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,295-2,295-100%$586.2K———
Turner Financial Group, Inc.
N/A—2,266-2,266-100%$578.7K———
Palumbo Wealth Management LLC
N/A—2,265-2,265-100%$578.6K———
Calton & Associates, Inc.
N/A—2,262-2,262-100%$577.7K———
NorthCoast Asset Management LLC
N/A—2,233-2,233-100%$570.5K———
Twin Focus Capital Partners, LLC
N/A—2,229-2,229-100%$569.4K———
Evelyn Partners Group Ltd
N/A—2,220-2,220-100%$567.1K———
Strait & Sound Wealth Management LLC
N/A—2,217-2,217-100%$566.3K———
Ameriflex Group, Inc.
N/A—2,216-2,216-100%$566.0K———
Cary Street Partners Investment Advisory LLC
N/A—2,215-2,215-100%$565.8K———
Penserra Capital Management LLC
N/A—2,214-2,214-100%$547.0K———
Greenland Capital Management LP
N/A—2,208-2,208-100%$564.0K———
Winton Group Ltd
N/A—2,201-2,201-100%$562.2K———
Fielder Capital Group LLC
N/A—2,197-2,197-100%$561.1K———
Marco Investment Management LLC
N/A—2,176-2,176-100%$555.8K———
Duncan Williams Asset Management, LLC
N/A—2,163-2,163-100%$552.5K———
Aspire Capital Advisors LLC
N/A—2,154-2,154-100%$550.1K———
Payne Capital Management, LLC
N/A—2,137-2,137-100%$545.9K———
Cyber Hornet ETFs LLC
N/A—2,137-2,137-100%$545.9K———
BSW Wealth Partners
N/A—2,133-2,133-100%$544.8K———
Berkshire Asset Management LLC
N/A—2,121-2,121-100%$541.8K———
SHP Wealth Management
N/A—2,114-2,114-100%$540.0K———
Hurricane Capital Advisors LLC
N/A—2,100-2,100-100%$536.4K———
New Paradigm Capital Management, LLC
N/A—2,100-2,100-100%$536.4K———
Walter & Keenan Wealth Management LLC
N/A—2,094-2,094-100%$534.9K———
Guardian Wealth Advisors, LLC / NC
N/A—2,094-2,094-100%$534.9K———
Blom & Howell Financial Planning, Inc.
N/A—2,092-2,092-100%$534.4K———
Range Advisory, LLC
N/A—2,087-2,087-100%$533.0K———
Disciplined Investors, L.L.C.
N/A—2,087-2,087-100%$533.1K———
Crawford Investment Counsel Inc
N/A—2,085-2,085-100%$532.7K———
GSA Capital Partners LLP
N/A—2,075-2,075-100%$530.0K———
Keel Point, LLC
N/A—2,062-2,062-100%$526.7K———
Klingenstein Fields & Co LP
N/A—2,060-2,060-100%$526.2K———
Bank OZK
N/A—2,055-2,055-100%$524.9K———
Sovereign Investment Advisors, LLC
N/A—2,040-2,040-100%$521.1K———
AlTi Global, Inc.
N/A—2,034-2,034-100%$519.6K———
BlackDiamond Wealth Management, LLC
N/A—2,031-2,031-100%$320.3K———
Purpose Unlimited Inc.
N/A—2,000-2,000-100%$510.9K———
Aurdan Capital Management, LLC
N/A—2,000-2,000-100%$510.9K———
Saturna Capital Corp
N/A—2,000-2,000-100%$510.9K———
HHM Wealth Advisors, LLC
N/A—1,988-1,988-100%$507.9K———
Vega Investment Solutions
N/A—1,986-1,986-100%$507.3K———
Chancellor Financial Group WB LP
N/A—1,981-1,981-100%$506.0K———
SummitTX Capital, L.P.
N/A—1,974-1,974-100%$504.2K———
Truepoint, Inc.
N/A—1,966-1,966-100%$502.2K———
Mosaic Family Wealth Partners, LLC
N/A—1,964-1,964-100%$501.8K———
OneAscent Financial Services LLC
N/A—1,951-1,951-100%$498.3K———
Clarion Wealth Managment Partners, LLC
N/A—1,950-1,950-100%$498.1K———
Ethos Financial Group, LLC
N/A—1,945-1,945-100%$241.3K———
Markin Volterra Fund LP
N/A—1,943-1,943-100%$496.3K———
Brooks, Moore & Associates, Inc.
N/A—1,932-1,932-100%$493.5K———
Beacon Bridge Wealth Partners, LLC
N/A—1,928-1,928-100%$492.5K———
Red Wave Investments LLC
N/A—1,921-1,921-100%$490.7K———
Waterloo Capital, L.P.
N/A—1,919-1,919-100%$490.1K———
Bull Harbor Capital LLC
N/A—1,917-1,917-100%$489.7K———
Battery Global Advisors, LLC
N/A—1,915-1,915-100%$489.1K———
Keebeck Wealth Management
N/A—1,912-1,912-100%$488.4K———
Kapstone Financial Advisors LLC
N/A—1,908-1,908-100%$487.4K———
Sienna Gestion
N/A—1,901-1,901-100%$491.5K———
Spirepoint Private Client, LLC
N/A—1,898-1,898-100%$484.8K———
Sunflower Bank, N.A.
N/A—1,897-1,897-100%$484.6K———
Keating Financial Advisory Services, Inc.
N/A—1,894-1,894-100%$483.8K———
Security National Bank of Sioux City Iowa
N/A—1,880-1,880-100%$480.2K———
Drucker Wealth 3.0, LLC
N/A—1,880-1,880-100%$480.2K———
Miller Capital Partners, Inc.
N/A—1,873-1,873-100%$478.4K———
Wealthquest Corp
N/A—1,864-1,864-100%$476.2K———
CVA Family Office, LLC
N/A—1,861-1,861-100%$475.4K———
Canal Capital Management, LLC
N/A—1,856-1,856-100%$474.1K———
Phillips Wealth Planners LLC
N/A—1,840-1,840-100%$341.1K———
West Family Investments, Inc.
N/A—1,823-1,823-100%$465.6K———
Harvey Capital Management Inc
N/A—1,800-1,800-100%$459.8K———
J. M. Brown & Associates Inc.
N/A—1,797-1,797-100%$459.0K———
Johnson Financial Group, Inc.
N/A—1,781-1,781-100%$454.9K———
Caldwell Sutter Capital, Inc.
N/A—1,763-1,763-100%$450.3K———
Pettyjohn, Wood & White, Inc
N/A—1,760-1,760-100%$449.6K———
Maridea Wealth Management LLC
N/A—1,755-1,755-100%$448.3K———
Wellspring Financial Advisors, LLC
N/A—1,742-1,742-100%$445.0K———
Keystone Financial Services
N/A—1,738-1,738-100%$443.9K———
Safeguard Investment Advisory Group, LLC
N/A—1,733-1,733-100%$442.6K———
Rollins Financial Advisors, LLC
N/A—1,730-1,730-100%$441.9K———
Affinity Wealth Management LLC
N/A—1,728-1,728-100%$441.5K———
EWA, LLC
N/A—1,726-1,726-100%$440.9K———
Landscape Capital Management, L.L.C.
N/A—1,724-1,724-100%$440.4K———
M3 Advisory Group, LLC
N/A—1,710-1,710-100%$436.7K———
Twin Capital Management Inc
N/A—1,665-1,665-100%$425.3K———
J. Goldman & Co LP
N/A—1,653-1,653-100%$422.2K———
Financial Advisors Network, Inc.
N/A—1,648-1,648-100%$420.9K———
Aventura Private Wealth, LLC
N/A—1,638-1,638-100%$418.4K———
Wayfinding Financial, LLC
N/A—1,636-1,636-100%$418.0K———
Wealth Watch Advisors, Inc
N/A—1,634-1,634-100%$417.4K———
Rockbridge Investment Management, LCC
N/A—1,619-1,619-100%$413.7K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,605-1,605-100%$410.0K———
Dynamic Technology Lab Private Ltd
N/A—1,605-1,605-100%$410.0K———
Blue Chip Partners, LLC
N/A—1,601-1,601-100%$409.0K———
North Dallas Bank & Trust Co
N/A—1,601-1,601-100%$408.9K———
CNB Bank
N/A—1,600-1,600-100%$408.7K———
Scientech Research LLC
N/A—1,593-1,593-100%$406.9K———
Cambient Family Office, LLC
N/A—1,592-1,592-100%$406.6K———
Westmount Partners, LLC
N/A—1,592-1,592-100%$406.7K———
Beaird Harris Wealth Management, LLC
N/A—1,589-1,589-100%$405.8K———
Heartland Bank & Trust Co
N/A—1,574-1,574-100%$402.0K———
DV Trading LLC
N/A—1,558-1,558-100%$398.0K———
Roberts Glore & Co Inc
N/A—1,536-1,536-100%$392.3K———
Ranch Capital Advisors Inc.
N/A—1,536-1,536-100%$392.4K———
Wallace Advisory Group, LLC
N/A—1,533-1,533-100%$391.6K———
Van Hulzen Asset Management, LLC
N/A—1,529-1,529-100%$390.6K———
Fiduciary Financial Advisors
N/A—1,522-1,522-100%$387.5K———
Cladis Investment Advisory, LLC
N/A—1,500-1,500-100%$383.1K———
1832 Asset Management L.P.
N/A—1,500-1,500-100%$383.1K———
Sassicaia Capital Advisers LLC
N/A—1,500-1,500-100%$383.1K———
Roble, Belko & Company, Inc
N/A—1,500-1,500-100%$383.0K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—1,484-1,484-100%$379.1K———
Chesapeake Wealth Management
N/A—1,474-1,474-100%$376.5K———
Khazanah Nasional Berhad
N/A—1,456-1,456-100%$371.9K———
Corsicana & Co.
N/A—1,450-1,450-100%$370.4K———
Verdad Advisers, LP
N/A—1,442-1,442-100%$368.3K———
Tribridge Partners Financial LLC
N/A—1,416-1,416-100%$203.0K———
Inspire Advisors, LLC
N/A—1,414-1,414-100%$361.2K———
Horizon Investment Services, LLC
N/A—1,410-1,410-100%$360.2K———
FAS Wealth Partners, Inc.
N/A—1,407-1,407-100%$359.4K———
Beaton Management Co. Inc.
N/A—1,400-1,400-100%$358.0K———
Aimz Investment Advisors, LLC
N/A—1,400-1,400-100%$357.6K———
Astoria Portfolio Advisors Llc.
N/A—1,389-1,389-100%$354.8K———
Manhattan West Asset Management, LLC
N/A—1,389-1,389-100%$354.9K———
Jackson Thornton Wealth Management, LLC
N/A—1,385-1,385-100%$353.8K———
Massar Capital Management, LP
N/A—1,376-1,376-100%$351.5K———
STG Securities, LLC
N/A—1,374-1,374-100%$351.0K———
Madison Asset Management, LLC
N/A—1,361-1,361-100%$347.6K———
Continuum Advisory, LLC
N/A—1,359-1,359-100%$347.1K———
Vantus Wealth LLC
N/A—1,349-1,349-100%$344.6K———
Wulff, Hansen & Co.
N/A—1,340-1,340-100%$342.3K———
Palladiem, LLC
N/A—1,339-1,339-100%$341.9K———
Castle Wealth Management LLC
N/A—1,336-1,336-100%$341.3K———
Pitti Group Wealth Management, LLC
N/A—1,335-1,335-100%$341.1K———
RPS Advisory Solutions LLC
N/A—1,320-1,320-100%$337.1K———
B & T Capital Management DBA Alpha Capital Management
N/A—1,318-1,318-100%$336.6K———
Bridgewater Associates, LP
N/A—1,307-1,307-100%$333.8K———
Teachers Insurance & Annuity Association of America
N/A—1,300-1,300-100%$332.1K———
AlphaGrep UK Ltd
N/A—1,291-1,291-100%$329.8K———
Betterment LLC
N/A—1,263-1,263-100%$323.0K———
Keyvantage Wealth, LLC
N/A—1,254-1,254-100%$320.4K———
Capstone Investment Advisors, LLC
N/A—1,252-1,252-100%$319.8K———
Arvest Bank Trust Division
N/A—1,250-1,250-100%$319.3K———
FourThought Financial Partners, LLC
N/A—1,249-1,249-100%$319.0K———
RED Reef Advisors LLC
N/A—1,245-1,245-100%$318.0K———
Pine Harbor Wealth Management, LLC
N/A—1,240-1,240-100%$316.7K———
Madison Wealth Partners, Inc
N/A—1,238-1,238-100%$316.2K———
Atom Investors LP
N/A—1,232-1,232-100%$314.7K———
Bolthouse Investments, LLC
N/A—1,224-1,224-100%$312.6K———
North Star Asset Management Inc
N/A—1,219-1,219-100%$311.4K———
Wealth Care LLC
N/A—1,207-1,207-100%$308.5K———
Reliant Investment Partners, LLC
N/A—1,205-1,205-100%$307.8K———
First American Trust, FSB
N/A—1,204-1,204-100%$307.6K———
SlateStone Wealth, LLC
N/A—1,204-1,204-100%$308.0K———
Naviter Wealth, LLC
N/A—1,202-1,202-100%$306.9K———
One Charles Private Wealth Services, LLC
N/A—1,193-1,193-100%$304.7K———
Spartan Wealth Advisory Services LLC
N/A—1,192-1,192-100%$304.5K———
Grand Wealth Management, LLC
N/A—1,180-1,180-100%$301.4K———
LM Advisors LLC
N/A—1,176-1,176-100%$300.0K———
Cvfg LLC
N/A—1,175-1,175-100%$300.2K———
Fortis Capital Management LLC
N/A—1,175-1,175-100%$300.1K———
Oppenheimer & Close, LLC
N/A—1,170-1,170-100%$298.8K———
Platform Wealth Management, LLC
N/A—1,165-1,165-100%$297.6K———
Sittner & Nelson, LLC
N/A—1,164-1,164-100%$297.3K———
PAX Financial Group, LLC
N/A—1,163-1,163-100%$297.1K———
Kiker Wealth Management, LLC
N/A—1,163-1,163-100%$297.1K———
Bravera Wealth
N/A—1,162-1,162-100%$296.8K———
Faithward Advisors, LLC
N/A—1,160-1,160-100%$296.2K———
DRW Securities, LLC
N/A—1,156-1,156-100%$295.3K———
Fortis Capital Advisors, LLC
N/A—1,147-1,147-100%$293.0K———
Cofg Advisors, LLC
N/A—1,142-1,142-100%$291.6K———
Donaldson Capital Management, LLC
N/A—1,128-1,128-100%$288.1K———
Dopkins Wealth Management, LLC
N/A—1,128-1,128-100%$288.1K———
Riverstone Advisors, LLC
N/A—1,120-1,120-100%$286.1K———
Liberty Square Wealth Partners LLC
N/A—1,112-1,112-100%$284.0K———
Cardiff Park Advisors, LLC
N/A—1,107-1,107-100%$282.8K———
Beck Mack & Oliver LLC
N/A—1,105-1,105-100%$282.3K———
Wall Street Financial Group, Inc.
N/A—1,089-1,089-100%$278.3K———
Gambit Capital Management, LLC
N/A—1,084-1,084-100%$276.9K———
Northwest & Ethical Investments L.P.
N/A—1,081-1,081-100%$276.4K———
Panoramic Investment Advisors, LLC
N/A—1,076-1,076-100%$274.8K———
Peak Planning Group, LLC
N/A—1,071-1,071-100%$273.7K———
Prostatis Group LLC
N/A—1,070-1,070-100%$273.3K———
Paces Ferry Wealth Advisors, LLC
N/A—1,068-1,068-100%$272.8K———
Cedarwood Wealth LLC
N/A—1,066-1,066-100%$272.3K———
Berger Financial Group, Inc
N/A—1,063-1,063-100%$271.6K———
Ketron Financial
N/A—1,062-1,062-100%$271.3K———
Wescott Financial Advisory Group, LLC
N/A—1,050-1,050-100%$268.3K———
CFO4Life Group, LLC
N/A—1,050-1,050-100%$268.3K———
Ponta Wealth Partners, LLC
N/A—1,033-1,033-100%$263.9K———
Jaffetilchin Investment Partners, LLC
N/A—1,032-1,032-100%$263.7K———
Crestmont Private Wealth LLC
N/A—1,027-1,027-100%$262.3K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,024-1,024-100%$261.6K———
Storgate, LLC
N/A—1,024-1,024-100%$261.6K———
Navis Wealth Advisors, LLC
N/A—1,021-1,021-100%$260.8K———
Pennington Partners & Co., LLC
N/A—1,019-1,019-100%$260.4K———
Diamant Asset Management, Inc.
N/A—1,014-1,014-100%$259.0K———
Cohen & Steers, Inc.
N/A—1,000-1,000-100%$255.0K———
MorganRosel Wealth Management, LLC
N/A—1,000-1,000-100%$255.4K———
ESL Trust Services, LLC
N/A—1,000-1,000-100%$255.4K———
Birchcreek Wealth Management, LLC
N/A—1,000-1,000-100%$255.4K———
Black Swift Group, LLC
N/A—1,000-1,000-100%$255.4K———
Brendel Financial Advisors LLC
N/A—1,000-1,000-100%$255.4K———
Samjo Management, LLC
N/A—1,000-1,000-100%$255.4K———
Tower Bridge Advisors
N/A—1,000-1,000-100%$255.4K———
SkyView Investment Advisors, LLC
N/A—1,000-1,000-100%$255.0K———
Signet Private Wealth LLC
N/A—987-987-100%$252.1K———
RPg Family Wealth Advisory, LLC
N/A—983-983-100%$251.1K———
FSA Advisors, Inc.
N/A—976-976-100%$248.8K———
Glen Eagle Advisors, LLC
N/A—973-973-100%$248.6K———
IAM Advisory, LLC
N/A—961-961-100%$245.5K———
Wealthgarden F.S. LLC
N/A—956-956-100%$244.3K———
Puzo Michael J
N/A—950-950-100%$242.7K———
Napier Financial, LLC
N/A—936-936-100%$239.1K———
Vantage Point Financial LLC
N/A—932-932-100%$238.2K———
VSM Wealth Advisory, LLC
N/A—901-901-100%$230.2K———
Oak Wealth Advisors LLC
N/A—900-900-100%$229.9K———
Knightsbridge Asset Management, LLC
N/A—894-894-100%$228.4K———
Swisher Financial Concepts, Inc.
N/A—890-890-100%$227.3K———
Northwest Quadrant Wealth Management, LLC
N/A—889-889-100%$227.2K———
Warner Group LLC
N/A—880-880-100%$224.9K———
Twin Peaks Wealth Advisors, LLC
N/A—870-870-100%$222.3K———
Maripau Wealth Management LLC
N/A—866-866-100%$221.3K———
Nelson Capital Management, LLC
N/A—865-865-100%$220.9K———
Axis Wealth Partners, LLC
N/A—860-860-100%$219.8K———
Vistica Wealth Advisors, LLC
N/A—859-859-100%$219.4K———
Delta Asset Management LLC
N/A—859-859-100%$219.5K———
Royal Capital Wealth Management, LLC
N/A—854-854-100%$218.1K———
Riverview Trust Co
N/A—850-850-100%$217.1K———
OneAscent Investment Solutions LLC
N/A—848-848-100%$216.6K———
Godfrey Financial Associates, Inc.
N/A—846-846-100%$216.0K———
Flow Traders U.S. LLC
N/A—845-845-100%$216.0K———
Westfuller Advisors, LLC
N/A—841-841-100%$214.8K———
Talisman Wealth Advisors LLC
N/A—836-836-100%$213.5K———
Wealth Management Strategies, Inc.
N/A—835-835-100%$213.3K———
Mcguire Capital Advisors Inc
N/A—835-835-100%$213.3K———
Ciovacco Capital Management LLC
N/A—834-834-100%$213.1K———
GW&K Investment Management, LLC
N/A—831-831-100%$212.0K———
Elequin Capital, LP
N/A—818-818-100%$208.9K———
Stonebrook Private Inc.
N/A—816-816-100%$208.5K———
Eaton-Cambridge Inc.
N/A—815-815-100%$208.2K———
Portland Global Advisors LLC
N/A—813-813-100%$207.7K———
Pgim Custom Harvest LLC
N/A—812-812-100%$207.3K———
Steelhead Wealth Management LLC
N/A—807-807-100%$206.0K———
Operose Advisors LLC
N/A—807-807-100%$206.1K———
NI Acquisitions Company, LLC
N/A—803-803-100%$107.0K———
Bank of the Bluegrass & Trust Co.
N/A—800-800-100%$123.0K———
Hutner Capital Management Inc
N/A—800-800-100%$204.3K———
L2 Asset Management, LLC
N/A—800-800-100%$204.3K———
Bay Rivers Group
N/A—799-799-100%$204.1K———
Quantbot Technologies LP
N/A—797-797-100%$203.6K———
Kane Investment Management, Inc.
N/A—795-795-100%$203.1K———
Weiss Asset Management LP
N/A—795-795-100%$203.1K———
Wick Capital Partners, LLC
N/A—792-792-100%$202.3K———
Concorde Asset Management, LLC
N/A—787-787-100%$201.0K———
Carr Financial Group Corp
N/A—785-785-100%$200.4K———
Libra Wealth LLC
N/A—784-784-100%$200.3K———
Synergy Investment Management, LLC
N/A—776-776-100%$198.0K———
Financial Avengers, Inc.
N/A—758-758-100%$193.7K———
Strategic Wealth Partners, Ltd.
N/A—703-703-100%$179.5K———
Adalta Capital Management LLC
N/A—700-700-100%$178.8K———
Venturi Wealth Management, LLC
N/A—681-681-100%$173.9K———
Ogorek Anthony Joseph
N/A—590-590-100%$150.0K———
Toews Corp
N/A—577-577-100%$147.4K———
Steigerwald, Gordon & Koch Inc.
N/A—526-526-100%$134.4K———
Colonial Trust Advisors
N/A—524-524-100%$133.8K———
IMA Advisory Services, Inc.
N/A—522-522-100%$133.3K———
Rialto Wealth Management, LLC
N/A—509-509-100%$130.0K———
Dogwood Wealth Management LLC
N/A—456-456-100%$116.5K———
Dunhill Financial, LLC
N/A—428-428-100%$109.5K———
Wellington-Altus USA Inc.
N/A—427-427-100%$58.1K———
Nalls Sherbakoff Group, LLC
N/A—411-411-100%$105.0K———
SOA Wealth Advisors, Llc.
N/A—392-392-100%$100.2K———
Capula Management Ltd
N/A—374-374-100%$95.5K———
BOK Financial Private Wealth, Inc.
N/A—373-373-100%$95.2K———
1 North Wealth Services LLC
N/A—360-360-100%$92.0K———
Capital Analysts, LLC
N/A—351-351-100%$90.0K———
Graney & King, LLC
N/A—350-350-100%$89.4K———
Sumitomo Mitsui Financial Group, Inc.
N/A—350-350-100%$89.4K———
Caerus Investment Advisors, LLC
N/A—340-340-100%$86.8K———
Cetera Trust Company, N.a
N/A—321-321-100%$82.0K———
Bruce G. Allen Investments, LLC
N/A—307-307-100%$78.4K———
Lavaca Capital LLC
N/A—300-300-100%$76.6K———
Basepoint Wealth LLC
N/A—300-300-100%$76.6K———
N.E.W. Advisory Services LLC
N/A—296-296-100%$75.7K———
Financial Gravity Companies, Inc.
N/A—294-294-100%$75.1K———
Mark Sheptoff Financial Planning, LLC
N/A—275-275-100%$70.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—275-275-100%$70.2K———
Kemnay Advisory Services Inc.
N/A—256-256-100%$65.4K———
ABS Investment Management LLC
N/A—255-255-100%$664.1K———
Prestige Wealth Management Group LLC
N/A—254-254-100%$64.9K———
Caitlin John, LLC
N/A—250-250-100%$63.9K———
Strive Financial Group,LLC
N/A—249-249-100%$63.6K———
Bellevue Asset Management, LLC
N/A—231-231-100%$59.2K———
JPL Wealth Management, LLC
N/A—228-228-100%$58.2K———
Aberdeen Wealth Management LLC
N/A—225-225-100%$57.5K———
WealthCollab, LLC
N/A—222-222-100%$56.7K———
Delos Wealth Advisors, LLC
N/A—216-216-100%$55.2K———
Centennial Bank
N/A—215-215-100%$54.9K———
Westend Capital Management, LLC
N/A—208-208-100%$53.1K———
Cornerstone Financial Management LLC
N/A—196-196-100%$50.1K———
Loomis Sayles & Co L P
N/A—196-196-100%$50.1K———
Tidemark, LLC
N/A—153-153-100%$39.1K———
1015 Capital Partners, LLC
N/A—150-150-100%$38.3K———
Consultiva Wealth Management, Corp.
N/A—150-150-100%$38.3K———
Darwin Wealth Management, LLC
N/A—145-145-100%$37.0K———
PlanVest Financial, Inc
N/A—142-142-100%$36.4K———
South Plains Financial, Inc.
N/A—132-132-100%$33.7K———
Anchor Bay Capital, Inc.
N/A—130-130-100%$20.6K———
Raffa Wealth Management, LLC
N/A—128-128-100%$32.7K———
Vision Retirement, LLC
N/A—125-125-100%$31.9K———
Rogco, LP
N/A—105-105-100%$26.8K———
Tanglewood Legacy Advisors, LLC
N/A—100-100-100%$25.5K———
Abound Financial, LLC
N/A—100-100-100%$25.5K———
HighMark Wealth Management LLC
N/A—100-100-100%$25.5K———
Meramec Financial Planners, LLC
N/A—100-100-100%$14.3K———
Tripletail Wealth Management, LLC
N/A—100-100-100%$19.7K———
Alpha Financial Advisors, LLC
N/A—96-96-100%$24.5K———
Measured Wealth Private Client Group, LLC
N/A—87-87-100%$22.2K———
Imprint Wealth LLC
N/A—87-87-100%$22.2K———
Kilter Group LLC
N/A—85-85-100%$21.7K———
Greykasell Wealth Strategies, Inc.
N/A—80-80-100%$20.4K———
Leo H. Evart, Inc.
N/A—80-80-100%$20.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—66-66-100%$16.9K———
Tiaa Trust, National Association
N/A—65-65-100%$16.6K———
Ross\johnson & Associates LLC
N/A—60-60-100%$15.3K———
Quarry LP
N/A—60-60-100%$15.3K———
HFM Investment Advisors, LLC
N/A—52-52-100%$13.3K———
LOM Asset Management Ltd
N/A—50-50-100%$12.8K———
Cbiz Investment Advisory Services, LLC
N/A—46-46-100%$6.3K———
Park Place Capital Corp
N/A—41-41-100%$10.5K———
Itau Unibanco Holding S.A.
N/A—36-36-100%$9.2K———
Edmond de Rothschild Holding S.A.
N/A—35-35-100%$8.9K———
MidFirst Bank
N/A—32-32-100%$8.2K———
Frazier Financial Advisors, LLC
N/A—31-31-100%$7.9K———
Investment Counsel Co of Nevada
N/A—28-28-100%$7.2K———
Silicon Valley Capital Partners
N/A—21-21-100%$5.4K———
Richard W. Paul & Associates, LLC
N/A—20-20-100%$5.1K———
Investors Portfolio Services LLC
N/A—16-16-100%$4.1K———
Atlantic Private Wealth, LLC
N/A—15-15-100%$3.8K———
Nova Wealth Management, Inc.
N/A—13-13-100%$3.3K———
Seneschal Advisors, LLC
N/A—12-12-100%$3.1K———
Private Wealth Asset Management, LLC
N/A—10-10-100%$2.6K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—10-10-100%$2.6K———
Providence Capital Advisors, LLC
N/A—10-10-100%$2.6K———
Quantum Portfolio Management LLC
N/A—9-9-100%$2.3K———
Benson Wealth Management Inc
N/A—7-7-100%$1.8K———
Cordant, Inc.
N/A—2-2-100%$493———
Highland Investment Advisors LLC
N/A—1-1-100%$255———
Showing 2790 of 2790 institutions