IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Costco Wholesale Corp (COST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares3,099,975 from 3,215,058
Change-115,083 (-4%)
Value$2.8B (-$185.6M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares1,642,079 from 1,654,851
Change-12,772 (-1%)
Value$1.5B (-$53.2M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,227,338 from 1,160,998
Change+66,340 (+6%)
Value$1.1B (+$31.3M)
Filed 2026-11-05
Principal Financial Group Inc
INCREASED
Shares1,222,112 from 1,092,459
Change+129,653 (+12%)
Value$1.1B (+$90.6M)
Filed 2026-11-02
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,032,165 from 1,080,484
Change-48,319 (-4%)
Value$939.6M (-$71.1M)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares821,455 from 873,116
Change-51,661 (-6%)
Value$747.8M (-$69.0M)
Filed 2026-11-04
Everett Harris & Co
DECREASED
Shares731,934 from 734,529
Change-2,595 (0%)
Value$666.3M (-$20.8M)
Filed 2026-10-28
Swedbank AB
INCREASED
Shares660,749 from 643,428
Change+17,321 (+3%)
Value$601.5M (-$401.3K)
Filed 2026-10-27
Emerald Advisors, LLC
DECREASED
Shares616,325 from 622,528
Change-6,203 (-1%)
Value$561.1M (-$21.3M)
Filed 2026-10-13
Parnassus Investments, LLC
DECREASED
Shares559,687 from 625,050
Change-65,363 (-10%)
Value$509.5M (-$75.2M)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares510,625 from 512,209
Change-1,584 (0%)
Value$464.8M (-$14.3M)
Filed 2026-11-05
Assenagon Asset Management S.A.
DECREASED
Shares501,309 from 670,304
Change-168,995 (-25%)
Value$456.4M (-$170.7M)
Filed 2026-10-15
ProShare Advisors LLC
INCREASED
Shares497,314 from 480,409
Change+16,905 (+4%)
Value$452.7M (+$3.3M)
Filed 2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares492,084 from 486,491
Change+5,593 (+1%)
Value$449.0M (-$7.2M)
Filed 2026-10-29
Williams Jones Wealth Management, Llc.
DECREASED
Shares419,608 from 425,262
Change-5,654 (-1%)
Value$382.0M (-$15.8M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares379,143 from 330,824
Change+48,319 (+15%)
Value$345.1M (+$35.7M)
Filed 2026-11-04
Pictet Asset Management Holding SA
INCREASED
Shares343,634 from 322,321
Change+21,313 (+7%)
Value$312.8M (+$11.3M)
Filed 2026-11-03
Provident Trust Co
DECREASED
Shares332,481 from 470,400
Change-137,919 (-29%)
Value$302.7M (-$137.4M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares326,263 from 341,591
Change-15,328 (-4%)
Value$297.0M (-$22.5M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares323,928 from 339,199
Change-15,271 (-4%)
Value$294.9M (-$22.4M)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares319,015 from 287,588
Change+31,427 (+11%)
Value$290.4M (+$21.4M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares313,436 from 327,527
Change-14,091 (-4%)
Value$285.3M (-$21.1M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares308,920 from 326,605
Change-17,685 (-5%)
Value$281.2M (-$24.3M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares307,110 from 306,789
Change+321 (+0%)
Value$279.6M (-$7.4M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares300,749 from 333,022
Change-32,273 (-10%)
Value$275.3M (-$32.7M)
Filed 2026-10-16
Cardano Risk Management B.V.
INCREASED
Shares254,554 from 186,969
Change+67,585 (+36%)
Value$231.7M (+$56.8M)
Filed 2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares234,304 from 233,991
Change+313 (+0%)
Value$213.3M (-$5.6M)
Filed 2026-10-23
Truist Financial Corp
DECREASED
Shares229,396 from 250,163
Change-20,767 (-8%)
Value$208.8M (-$25.2M)
Filed 2026-10-30
Asset Management One Co., Ltd.
DECREASED
Shares219,191 from 227,281
Change-8,090 (-4%)
Value$199.5M (-$13.1M)
Filed 2026-10-27
MacKenzie Financial Corp
DECREASED
Shares216,801 from 223,379
Change-6,578 (-3%)
Value$197.4M (-$11.6M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares207,802 from 185,000
Change+22,802 (+12%)
Value$190.1M (+$19.1M)
Filed 2026-11-04
Ninety One UK Ltd
DECREASED
Shares206,157 from 305,975
Change-99,818 (-33%)
Value$187.7M (-$98.6M)
Filed 2026-10-15
Sarasin & Partners LLP
DECREASED
Shares204,462 from 214,194
Change-9,732 (-5%)
Value$186.1M (-$14.2M)
Filed 2026-10-13
Congress Asset Management Co
DECREASED
Shares201,044 from 208,851
Change-7,807 (-4%)
Value$183.0M (-$12.4M)
Filed 2026-10-06
Retirement Systems of Alabama
INCREASED
Shares199,130 from 193,386
Change+5,744 (+3%)
Value$181.3M (+$369.2K)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
DECREASED
Shares198,073 from 280,188
Change-82,115 (-29%)
Value$182.9K (-$95.3K)
Filed 2026-10-27
CIBC Asset Management Inc
DECREASED
Shares192,818 from 196,774
Change-3,956 (-2%)
Value$175.5M (-$8.5M)
Filed 2026-11-05
Robeco Institutional Asset Management B.V.
DECREASED
Shares191,711 from 346,795
Change-155,084 (-45%)
Value$174.5M (-$149.9M)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares189,880 from 188,778
Change+1,102 (+1%)
Value$172.9M (-$3.7M)
Filed 2026-10-28
KBC Group NV
INCREASED
Shares186,217 from 134,499
Change+51,718 (+38%)
Value$169.5M (+$43.7M)
Filed 2026-10-22
Swiss Life Asset Management Ltd
INCREASED
Shares177,947 from 141,125
Change+36,822 (+26%)
Value$162.0M (+$30.0M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares171,726 from 176,966
Change-5,240 (-3%)
Value$156.3M (-$9.2M)
Filed 2026-10-15
Alecta Tjanstepension Omsesidigt
UNCHANGED
Shares166,000 from 166,000
Change0 (0%)
Value$151.1M (-$4.1M)
Filed 2026-11-02
Welch & Forbes LLC
INCREASED
Shares162,786 from 162,277
Change+509 (+0%)
Value$148.2M (-$3.6M)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares154,450 from 154,450
Change0 (0%)
Value$140.6M (-$3.9M)
Filed 2026-11-02
Daiwa Securities Group Inc.
DECREASED
Shares150,288 from 155,318
Change-5,030 (-3%)
Value$136.8M (-$8.5M)
Filed 2026-10-29
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares146,254 from 146,254
Change0 (0%)
Value$133.1M (-$3.7M)
Filed 2026-10-20
Achmea Investment Management B.V.
INCREASED
Shares144,697 from 32,954
Change+111,743 (+339%)
Value$131.8M (+$101.0M)
Filed 2026-10-30
State of New Jersey Common Pension Fund D
DECREASED
Shares143,481 from 143,514
Change-33 (0%)
Value$130.6M (-$3.6M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares137,570 from 138,717
Change-1,147 (-1%)
Value$125.2M (-$4.5M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares136,595 from 117,005
Change+19,590 (+17%)
Value$95.5M (+$19.4M)
Filed 2026-10-13
Steginsky Capital LLC
DECREASED
Shares133,430 from 135,271
Change-1,841 (-1%)
Value$121.5M (-$5.1M)
Filed 2026-10-07
Mn Services Vermogensbeheer B.V.
INCREASED
Shares131,066 from 129,266
Change+1,800 (+1%)
Value$119.3M (-$1.6M)
Filed 2026-10-08
Lazard Freres Gestion S.A.S.
INCREASED
Shares128,648 from 120,877
Change+7,771 (+6%)
Value$117.1M (+$4.0M)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares128,555 from 123,939
Change+4,616 (+4%)
Value$117.0M (+$1.1M)
Filed 2026-11-04
Czech National Bank
INCREASED
Shares127,422 from 126,281
Change+1,141 (+1%)
Value$116.0M (-$2.1M)
Filed 2026-10-13
Local Pensions Partnership Investment Ltd
DECREASED
Shares127,012 from 133,912
Change-6,900 (-5%)
Value$115.6M (-$9.6M)
Filed 2026-10-26
Arizona State Retirement System
INCREASED
Shares125,088 from 123,105
Change+1,983 (+2%)
Value$113.9M (-$1.3M)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares123,323 from 125,086
Change-1,763 (-1%)
Value$112.6M (-$4.7M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares122,178 from 112,311
Change+9,867 (+9%)
Value$111.2M (+$6.2M)
Filed 2026-11-02
Rakuten Investment Management, Inc.
INCREASED
Shares118,071 from 106,891
Change+11,180 (+10%)
Value$109.2M (+$8.0M)
Filed 2026-10-30
Strs Ohio
DECREASED
Shares117,465 from 125,688
Change-8,223 (-7%)
Value$106.9M (-$10.6M)
Filed 2026-10-30
State of Michigan Retirement System
DECREASED
Shares115,269 from 117,369
Change-2,100 (-2%)
Value$104.9M (-$4.9M)
Filed 2026-10-27
Wedbush Securities Inc
DECREASED
Shares114,776 from 115,825
Change-1,049 (-1%)
Value$104.5M (-$3.9M)
Filed 2026-10-22
Nisa Investment Advisors, LLC
DECREASED
Shares111,955 from 113,717
Change-1,762 (-2%)
Value$101.9M (-$4.5M)
Filed 2026-10-20
Xponance LLC
INCREASED
Shares110,806 from 105,848
Change+4,958 (+5%)
Value$100.9M (+$1.9M)
Filed 2026-11-03
KCM Investment Advisors LLC
DECREASED
Shares110,687 from 111,264
Change-577 (-1%)
Value$100.8M (-$3.3M)
Filed 2026-10-27
Boston Trust Walden Corp
DECREASED
Shares108,949 from 110,811
Change-1,862 (-2%)
Value$99.2M (-$4.5M)
Filed 2026-10-30
AMF Tjanstepension AB
UNCHANGED
Shares104,753 from 104,753
Change0 (0%)
Value$95.4M (-$2.6M)
Filed 2026-10-22
IFM Investors Pty Ltd
INCREASED
Shares100,954 from 97,758
Change+3,196 (+3%)
Value$91.9M (+$452.8K)
Filed 2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares97,980 from 97,991
Change-11 (0%)
Value$89.2M (-$2.5M)
Filed 2026-11-03
Mogy Joel R Investment Counsel Inc
DECREASED
Shares97,282 from 97,596
Change-314 (0%)
Value$88.6M (-$2.7M)
Filed 2026-10-13
ASR Vermogensbeheer N.V.
INCREASED
Shares97,231 from 88,729
Change+8,502 (+10%)
Value$88.5M (+$5.5M)
Filed 2026-10-16
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares96,984 from 122,308
Change-25,324 (-21%)
Value$88.3M (-$26.1M)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares95,122 from 93,879
Change+1,243 (+1%)
Value$86.6M (-$1.2M)
Filed 2026-10-26
Kornitzer Capital Management Inc
DECREASED
Shares94,838 from 96,165
Change-1,327 (-1%)
Value$86.3M (-$3.6M)
Filed 2026-11-03
I.G.Y. Ltd
UNCHANGED
Shares94,326 from 94,326
Change0 (0%)
Value$85.9M (-$2.4M)
Filed 2026-10-22
McCollum Christoferson Group LLC
DECREASED
Shares94,048 from 94,120
Change-72 (0%)
Value$15.2M (-$484.0K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED
Shares93,860 from 95,154
Change-1,294 (-1%)
Value$85.4M (-$3.6M)
Filed 2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares92,731 from 88,952
Change+3,779 (+4%)
Value$84.4M (+$1.2M)
Filed 2026-10-19
Northeast Investment Management
INCREASED
Shares90,606 from 90,548
Change+58 (+0%)
Value$82.5M (-$2.2M)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares89,069 from 90,596
Change-1,527 (-2%)
Value$81.1M (-$3.7M)
Filed 2026-10-22
Regions Financial Corp
DECREASED
Shares88,631 from 88,795
Change-164 (0%)
Value$80.7M (-$2.4M)
Filed 2026-11-05
GF Fund Management Co. Ltd.
DECREASED
Shares88,181 from 89,596
Change-1,415 (-2%)
Value$80.3M (-$3.5M)
Filed 2026-10-26
ABN Amro Investment Solutions
INCREASED
Shares87,779 from 73,333
Change+14,446 (+20%)
Value$79.9M (+$11.3M)
Filed 2026-10-21
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares87,670 from 84,662
Change+3,008 (+4%)
Value$79.8M (+$610.7K)
Filed 2026-10-30
Midwest Trust Co
INCREASED
Shares84,883 from 83,268
Change+1,615 (+2%)
Value$77.3M (-$622.3K)
Filed 2026-10-22
Jefferies Financial Group Inc.
INCREASED
Shares84,382 from 54,676
Change+29,706 (+54%)
Value$76.8M (+$25.7M)
Filed 2026-11-05
Amalgamated Bank
DECREASED
Shares84,149 from 86,150
Change-2,001 (-2%)
Value$76.6M (-$4.0M)
Filed 2026-10-23
Cullen T Bankers, Inc.
DECREASED
Shares84,110 from 87,315
Change-3,205 (-4%)
Value$76.6M (-$5.1M)
Filed 2026-10-28
Vest Financial, LLC
INCREASED
Shares84,054 from 73,996
Change+10,058 (+14%)
Value$76.5M (+$7.3M)
Filed 2026-10-21
OP Asset Management Ltd
INCREASED
Shares83,991 from 66,730
Change+17,261 (+26%)
Value$76.5M (+$14.0M)
Filed 2026-11-05
Candriam S.C.A.
INCREASED
Shares82,716 from 51,817
Change+30,899 (+60%)
Value$75.6M (+$27.1M)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares81,689 from 80,404
Change+1,285 (+2%)
Value$74.4M (-$850.8K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares79,611 from 78,463
Change+1,148 (+1%)
Value$72.5M (-$926.5K)
Filed 2026-10-30
Gateway Investment Advisers LLC
INCREASED
Shares78,489 from 75,235
Change+3,254 (+4%)
Value$71.5M (+$1.1M)
Filed 2026-10-13
Sapient Capital LLC
DECREASED
Shares72,244 from 72,806
Change-562 (-1%)
Value$65.8M (-$2.3M)
Filed 2026-10-08
iA Global Asset Management Inc.
INCREASED
Shares71,519 from 67,572
Change+3,947 (+6%)
Value$65.1M (+$1.9M)
Filed 2026-10-29
Pacific Heights Asset Management LLC
UNCHANGED
Shares70,000 from 70,000
Change0 (0%)
Value$63.7M (-$1.8M)
Filed 2026-11-03
Nicholas Company, Inc.
DECREASED
Shares69,284 from 84,494
Change-15,210 (-18%)
Value$63.1M (-$16.0M)
Filed 2026-11-05
AGF Management LTD
DECREASED
Shares69,113 from 117,093
Change-47,980 (-41%)
Value$62.9M (-$46.6M)
Filed 2026-11-03
Crestwood Advisors Group, LLC
DECREASED
Shares68,600 from 70,789
Change-2,189 (-3%)
Value$62.4M (-$3.8M)
Filed 2026-10-27
Hyperion Asset Management Ltd
DECREASED
Shares68,545 from 68,762
Change-217 (0%)
Value$62.4M (-$1.9M)
Filed 2026-10-20
King Luther Capital Management Corp
DECREASED
Shares67,308 from 68,642
Change-1,334 (-2%)
Value$61.3M (-$2.9M)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares66,342 from 64,618
Change+1,724 (+3%)
Value$60.4M (-$54.4K)
Filed 2026-10-20
Chesley Taft & Associates LLC
DECREASED
Shares64,951 from 66,032
Change-1,081 (-2%)
Value$59.1M (-$2.6M)
Filed 2026-10-13
Kimelman & Baird, LLC
DECREASED
Shares62,052 from 62,596
Change-544 (-1%)
Value$56.5M (-$2.1M)
Filed 2026-11-03
Maple Capital Management, Inc.
DECREASED
Shares62,012 from 63,593
Change-1,581 (-2%)
Value$56.5M (-$3.0M)
Filed 2026-11-02
Baskin Financial Services Inc.
DECREASED
Shares61,712 from 62,958
Change-1,246 (-2%)
Value$56.2M (-$2.7M)
Filed 2026-10-19
New York Life Investment Management LLC
DECREASED
Shares61,672 from 61,800
Change-128 (0%)
Value$56.1M (-$1.7M)
Filed 2026-11-04
Capital Investment Counsel, Inc
DECREASED
Shares58,701 from 61,747
Change-3,046 (-5%)
Value$53.4M (-$4.3M)
Filed 2026-10-20
Meitav Investment House LTD
INCREASED
Shares58,052 from 43,071
Change+14,981 (+35%)
Value$52.8M (+$12.6M)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares57,403 from 58,774
Change-1,371 (-2%)
Value$52.3M (-$2.7M)
Filed 2026-10-23
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares57,161 from 57,203
Change-42 (0%)
Value$52.0M (-$1.5M)
Filed 2026-10-05
UniSuper Management Pty Ltd
INCREASED
Shares55,003 from 48,483
Change+6,520 (+13%)
Value$50.1M (+$4.7M)
Filed 2026-10-26
Aljian Capital Management, LLC
DECREASED
Shares54,828 from 54,901
Change-73 (0%)
Value$49.9M (-$1.4M)
Filed 2026-10-28
Oregon Public Employees Retirement Fund
DECREASED
Shares54,510 from 54,555
Change-45 (0%)
Value$49.6M (-$1.4M)
Filed 2026-10-30
Florida Trust Wealth Management Co
INCREASED
Shares54,472 from 54,189
Change+283 (+1%)
Value$49.6M (-$1.1M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares53,535 from 42,759
Change+10,776 (+25%)
Value$48.7M (+$8.7M)
Filed 2026-10-28
Howard Capital Management Group, LLC
INCREASED
Shares53,214 from 53,104
Change+110 (+0%)
Value$48.4M (-$1.2M)
Filed 2026-10-16
Hosking Partners LLP
DECREASED
Shares53,160 from 58,728
Change-5,568 (-9%)
Value$48.4M (-$6.5M)
Filed 2026-10-21
Trust Co of Vermont
INCREASED
Shares53,102 from 52,299
Change+803 (+2%)
Value$48.3M (-$583.3K)
Filed 2026-10-21
State of Alaska, Department of Revenue
DECREASED
Shares53,070 from 54,531
Change-1,461 (-3%)
Value$48.3M (-$2.7M)
Filed 2026-10-15
Pittenger & Anderson Inc
DECREASED
Shares52,143 from 52,251
Change-108 (0%)
Value$47.5M (-$1.4M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares51,772 from 64,684
Change-12,912 (-20%)
Value$47.1M (-$13.4M)
Filed 2026-10-21
Illinois Municipal Retirement Fund
INCREASED
Shares51,758 from 48,582
Change+3,176 (+7%)
Value$47.1M (+$1.7M)
Filed 2026-11-05
Chicago Capital, LLC
DECREASED
Shares51,448 from 57,613
Change-6,165 (-11%)
Value$46.8M (-$7.1M)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares51,069 from 50,837
Change+232 (+0%)
Value$46.5M (-$1.1M)
Filed 2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares50,761 from 44,950
Change+5,811 (+13%)
Value$46.2M (+$4.2M)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares50,718 from 53,636
Change-2,918 (-5%)
Value$46.2M (-$3.9M)
Filed 2026-11-05
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares50,540 from 54,130
Change-3,590 (-7%)
Value$46.0M (-$4.6M)
Filed 2026-10-29
Louisiana State Employees Retirement System
DECREASED
Shares49,800 from 51,200
Change-1,400 (-3%)
Value$45.3M (-$2.6M)
Filed 2026-10-20
J. Safra Sarasin Holding AG
INCREASED
Shares49,329 from 49,099
Change+230 (+0%)
Value$48.8M (+$125.6K)
Filed 2026-10-26
Willow Creek Wealth Management Inc.
INCREASED
Shares48,689 from 48,612
Change+77 (+0%)
Value$44.3M (-$1.2M)
Filed 2026-10-26
Yousif Capital Management, LLC
INCREASED
Shares48,541 from 48,367
Change+174 (+0%)
Value$44.2M (-$1.1M)
Filed 2026-10-22
Motley Fool Asset Management LLC
DECREASED
Shares47,780 from 48,707
Change-927 (-2%)
Value$43.5M (-$2.1M)
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares46,463 from 47,521
Change-1,058 (-2%)
Value$42.3M (-$2.2M)
Filed 2026-11-03
Mutual of America Capital Management LLC
DECREASED
Shares46,143 from 46,485
Change-342 (-1%)
Value$42.0M (-$1.5M)
Filed 2026-10-23
Violich Capital Management, Inc.
DECREASED
Shares45,120 from 46,734
Change-1,614 (-3%)
Value$41.1M (-$2.6M)
Filed 2026-10-05
Asset Advisors Investment Management, LLC
DECREASED
Shares45,047 from 48,587
Change-3,540 (-7%)
Value$41.0M (-$4.4M)
Filed 2026-10-19
Raiffeisen Bank International AG
INCREASED
Shares44,608 from 42,006
Change+2,602 (+6%)
Value$41.2M (+$1.5M)
Filed 2026-10-28
Aegon Asset Management UK PLC
INCREASED
Shares43,235 from 40,293
Change+2,942 (+7%)
Value$39.4M (+$1.7M)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares42,634 from 44,718
Change-2,084 (-5%)
Value$38.8M (-$3.0M)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED
Shares42,497 from 44,331
Change-1,834 (-4%)
Value$38.7M (-$2.8M)
Filed 2026-11-05
Chilton Capital Management LLC
INCREASED
Shares41,974 from 41,685
Change+289 (+1%)
Value$38.2M (-$784.4K)
Filed 2026-10-28
Howard Capital Management, LLC
INCREASED
Shares41,872 from 40,505
Change+1,367 (+3%)
Value$38.1M (+$226.7K)
Filed 2026-10-16
YHB Investment Advisors, Inc.
DECREASED
Shares41,507 from 42,112
Change-605 (-1%)
Value$37.8M (-$1.6M)
Filed 2026-10-08
Smith Group Asset Management, LLC
DECREASED
Shares41,399 from 66,244
Change-24,845 (-38%)
Value$37.7M (-$24.3M)
Filed 2026-10-27
Empirical Capital Management, LLC
INCREASED
Shares41,350 from 31,350
Change+10,000 (+32%)
Value$37.6M (+$8.3M)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares41,292 from 22,766
Change+18,526 (+81%)
Value$37.6M (+$16.3M)
Filed 2026-10-16
Adell Harriman & Carpenter Inc
INCREASED
Shares41,126 from 40,762
Change+364 (+1%)
Value$37.4M (-$693.3K)
Filed 2026-11-02
Randolph Co Inc
INCREASED
Shares40,113 from 40,078
Change+35 (+0%)
Value$36.5M (-$975.3K)
Filed 2026-10-23
Bailard, Inc.
DECREASED
Shares39,815 from 40,082
Change-267 (-1%)
Value$36.2M (-$1.2M)
Filed 2026-10-13
Investment House LLC
DECREASED
Shares38,755 from 62,273
Change-23,518 (-38%)
Value$35.3M (-$23.0M)
Filed 2026-10-21
Cadinha & Co LLC
DECREASED
Shares38,332 from 38,747
Change-415 (-1%)
Value$34.9M (-$1.4M)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares37,010 from 38,236
Change-1,226 (-3%)
Value$33.7M (-$2.1M)
Filed 2026-10-23
Daymark Wealth Partners, LLC
INCREASED
Shares36,437 from 34,966
Change+1,471 (+4%)
Value$33.2M (+$460.8K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares36,415 from 26,065
Change+10,350 (+40%)
Value$36.9M (+$12.5M)
Filed 2026-11-04
Barlow Wealth Partners, LLC
INCREASED
Shares36,354 from 35,455
Change+899 (+3%)
Value$34.0M (+$222.5K)
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED
Shares35,852 from 34,080
Change+1,772 (+5%)
Value$34.0M (+$2.9M)
Filed 2026-10-13
Tokio Marine Asset Management Co LTD
INCREASED
Shares35,619 from 35,164
Change+455 (+1%)
Value$32.4M (-$469.5K)
Filed 2026-10-26
DDD Partners, LLC
INCREASED
Shares35,588 from 33,927
Change+1,661 (+5%)
Value$32.4M (+$659.1K)
Filed 2026-11-02
Pinnacle Associates LTD
DECREASED
Shares35,391 from 35,995
Change-604 (-2%)
Value$32.2M (-$1.5M)
Filed 2026-10-20
Adams Diversified Equity Fund, Inc.
INCREASED
Shares34,900 from 13,700
Change+21,200 (+155%)
Value$31.8M (+$19.0M)
Filed 2026-10-21
Diversify Wealth Management, LLC
INCREASED
Shares34,829 from 32,762
Change+2,067 (+6%)
Value$34.1M (+$2.9M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares34,829 from 32,762
Change+2,067 (+6%)
Value$34.1M (+$2.9M)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
INCREASED
Shares34,682 from 34,607
Change+75 (+0%)
Value$38.5M (-$369.7K)
Filed 2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED
Shares34,412 from 34,412
Change0 (0%)
Value$31.3M (-$865.0K)
Filed 2026-10-20
BAR Harbor Wealth Management
DECREASED
Shares34,391 from 34,418
Change-27 (0%)
Value$31.3M (-$889.5K)
Filed 2026-10-21
Highland Capital Management, LLC
DECREASED
Shares34,390 from 36,339
Change-1,949 (-5%)
Value$31.3M (-$2.7M)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares34,029 from 31,067
Change+2,962 (+10%)
Value$31.0M (+$1.9M)
Filed 2026-10-23
Carnegie Investment Counsel
INCREASED
Shares34,018 from 33,613
Change+405 (+1%)
Value$31.0M (-$475.6K)
Filed 2026-10-20
Lincoln Capital LLC
DECREASED
Shares33,963 from 34,211
Change-248 (-1%)
Value$31.0M (-$987.4K)
Filed 2026-10-09
Markel Group Inc.
DECREASED
Shares33,748 from 39,150
Change-5,402 (-14%)
Value$30.7M (-$5.9M)
Filed 2026-10-30
Park National Corp
DECREASED
Shares33,235 from 36,751
Change-3,516 (-10%)
Value$30.3M (-$4.1M)
Filed 2026-10-05
Independent Financial Group, LLC
DECREASED
Shares33,072 from 34,019
Change-947 (-3%)
Value$30.1M (-$1.7M)
Filed 2026-10-13
General American Investors Co Inc
UNCHANGED
Shares33,000 from 33,000
Change0 (0%)
Value$30.0M (-$829.3K)
Filed 2026-11-02
CWA Asset Management Group, LLC
DECREASED
Shares32,644 from 33,082
Change-438 (-1%)
Value$29.7M (-$1.2M)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares32,263 from 27,536
Change+4,727 (+17%)
Value$29.4M (+$3.6M)
Filed 2026-10-08
Birch Hill Investment Advisors LLC
DECREASED
Shares32,250 from 34,862
Change-2,612 (-7%)
Value$29.4M (-$3.3M)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares32,214 from 27,775
Change+4,439 (+16%)
Value$29.3M (+$3.3M)
Filed 2026-10-29
Zega Investments, LLC
INCREASED
Shares32,023 from 26,358
Change+5,665 (+21%)
Value$29.2M (+$4.5M)
Filed 2026-11-04
Beese Fulmer Investment Management, Inc.
INCREASED
Shares31,992 from 31,554
Change+438 (+1%)
Value$29.1M (-$394.3K)
Filed 2026-10-23
Absher Wealth Management, LLC
INCREASED
Shares31,931 from 26,215
Change+5,716 (+22%)
Value$29.1M (+$4.5M)
Filed 2026-11-02
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares31,787 from 32,886
Change-1,099 (-3%)
Value$28.9M (-$1.8M)
Filed 2026-10-30
Profund Advisors LLC
DECREASED
Shares31,226 from 33,656
Change-2,430 (-7%)
Value$28.4M (-$3.1M)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares30,687 from 29,628
Change+1,059 (+4%)
Value$27.9M (+$219.5K)
Filed 2026-10-16
Harvey Investment Co LLC
DECREASED
Shares30,481 from 30,681
Change-200 (-1%)
Value$27.7M (-$953.0K)
Filed 2026-10-20
Lyell Wealth Management, LP
INCREASED
Shares30,278 from 30,240
Change+38 (+0%)
Value$27.6M (-$725.5K)
Filed 2026-10-30
Harbour Trust & Investment Management Co
INCREASED
Shares30,277 from 30,204
Change+73 (+0%)
Value$27.6M (-$692.6K)
Filed 2026-10-28
Covea Finance
INCREASED
Shares29,232 from 21,932
Change+7,300 (+33%)
Value$26.6M (+$6.1M)
Filed 2026-10-21
Factory Mutual Insurance Co
DECREASED
Shares28,850 from 28,900
Change-50 (0%)
Value$26.3M (-$771.8K)
Filed 2026-10-30
Vontobel Holding Ltd.
DECREASED
Shares28,817 from 69,986
Change-41,169 (-59%)
Value$26.2M (-$39.2M)
Filed 2026-10-16
Tandem Investment Advisors, Inc.
DECREASED
Shares28,750 from 33,676
Change-4,926 (-15%)
Value$26.2M (-$5.3M)
Filed 2026-11-04
Howland Capital Management LLC
INCREASED
Shares28,588 from 26,938
Change+1,650 (+6%)
Value$26.0M (+$825.1K)
Filed 2026-10-22
Washington Trust Co
INCREASED
Shares28,286 from 27,092
Change+1,194 (+4%)
Value$25.7M (+$406.1K)
Filed 2026-10-22
Gradient Investments LLC
INCREASED
Shares28,115 from 27,585
Change+530 (+2%)
Value$25.6M (-$210.0K)
Filed 2026-10-08
Bokf, NA
DECREASED
Shares28,086 from 29,111
Change-1,025 (-4%)
Value$25.6M (-$1.7M)
Filed 2026-10-27
Spire Wealth Management
DECREASED
Shares27,977 from 29,995
Change-2,018 (-7%)
Value$25.5M (-$2.6M)
Filed 2026-10-30
Godsey & Gibb, Inc
INCREASED
Shares27,827 from 26,742
Change+1,085 (+4%)
Value$25.3M (+$315.7K)
Filed 2026-10-14
Heritage Investors Management Corp
DECREASED
Shares27,281 from 27,469
Change-188 (-1%)
Value$24.8M (-$861.0K)
Filed 2026-10-29
Neville Rodie & Shaw Inc
DECREASED
Shares27,208 from 30,371
Change-3,163 (-10%)
Value$24.8K (-$28.4M)
Filed 2026-10-05
Ritholtz Wealth Management
INCREASED
Shares27,187 from 26,053
Change+1,134 (+4%)
Value$24.7M (+$377.1K)
Filed 2026-11-05
Maryland State Retirement & Pension System
INCREASED
Shares27,168 from 23,905
Change+3,263 (+14%)
Value$24.7M (+$2.4M)
Filed 2026-11-05
Weatherly Asset Management L. P.
DECREASED
Shares26,873 from 27,069
Change-196 (-1%)
Value$24.5M (-$858.7K)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares26,804 from 27,104
Change-300 (-1%)
Value$24.4M (-$954.2K)
Filed 2026-10-20
Rempart Asset Management Inc.
UNCHANGED
Shares26,802 from 26,802
Change0 (0%)
Value$25.1M ($0)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares26,740 from 24,800
Change+1,940 (+8%)
Value$24.3M (+$1.1M)
Filed 2026-11-04
Eulav Asset Management
UNCHANGED
Shares26,500 from 26,500
Change0 (0%)
Value$24.1M (-$665.9K)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares26,224 from 24,449
Change+1,775 (+7%)
Value$23.9M (+$1.0M)
Filed 2026-10-23
Strategic Planning Group, LLC
INCREASED
Shares25,854 from 24,939
Change+915 (+4%)
Value$23.5M (+$206.3K)
Filed 2026-10-22
Bath Savings Trust Co
INCREASED
Shares25,737 from 25,420
Change+317 (+1%)
Value$23.4M (-$350.2K)
Filed 2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares25,310 from 23,649
Change+1,661 (+7%)
Value$23.0M (+$917.5K)
Filed 2026-10-27
Private Wealth Partners, LLC
DECREASED
Shares25,185 from 25,287
Change-102 (0%)
Value$22.9M (-$728.3K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares24,684 from 32,546
Change-7,862 (-24%)
Value$22.5M (-$8.0M)
Filed 2026-10-15
BLB&B Advisors, LLC
DECREASED
Shares24,656 from 25,106
Change-450 (-2%)
Value$22.4M (-$1.0M)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares24,409 from 25,256
Change-847 (-3%)
Value$22.2M (-$1.4M)
Filed 2026-10-26
Roffman Miller Associates Inc
INCREASED
Shares24,396 from 23,542
Change+854 (+4%)
Value$22.2M (+$186.1K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
INCREASED
Shares24,263 from 24,252
Change+11 (+0%)
Value$22.1M (-$599.4K)
Filed 2026-10-13
North Point Portfolio Managers Corp
DECREASED
Shares23,969 from 24,601
Change-632 (-3%)
Value$21.8M (-$1.2M)
Filed 2026-10-07
Brighton Jones LLC
DECREASED
Shares23,958 from 25,665
Change-1,707 (-7%)
Value$21.8M (-$2.2M)
Filed 2026-11-03
Jacobs & Co
INCREASED
Shares23,824 from 23,684
Change+140 (+1%)
Value$21.7M (-$468.0K)
Filed 2026-10-09
Middleton & Co Inc
DECREASED
Shares23,762 from 23,829
Change-67 (0%)
Value$21.6M (-$659.8K)
Filed 2026-10-23
Hartford Investment Management Co
DECREASED
Shares23,751 from 24,528
Change-777 (-3%)
Value$21.6M (-$1.3M)
Filed 2026-11-04
Woodstock Corp
INCREASED
Shares23,711 from 21,837
Change+1,874 (+9%)
Value$21.6M (+$1.2M)
Filed 2026-10-13
Salem Investment Counselors Inc
DECREASED
Shares23,711 from 24,613
Change-902 (-4%)
Value$21.6M (-$1.4M)
Filed 2026-10-13
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares23,700 from 23,700
Change0 (0%)
Value$21.6M (-$595.6K)
Filed 2026-10-28
L. Roy Papp & Associates, LLP
DECREASED
Shares23,692 from 23,794
Change-102 (0%)
Value$21.6M (-$691.5K)
Filed 2026-10-21
Braun Stacey Associates Inc
INCREASED
Shares23,063 from 22,844
Change+219 (+1%)
Value$21.0M (-$374.7K)
Filed 2026-10-19
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares22,931 from 19,523
Change+3,408 (+17%)
Value$20.9M (+$2.6M)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares22,786 from 22,308
Change+478 (+2%)
Value$20.7M (-$125.9K)
Filed 2026-11-05
Albion Financial Group
INCREASED
Shares22,171 from 21,987
Change+184 (+1%)
Value$20.2M (-$385.1K)
Filed 2026-10-21
New Mexico Educational Retirement Board
UNCHANGED
Shares22,065 from 22,065
Change0 (0%)
Value$20.1M (-$554.0K)
Filed 2026-11-05
One Way Holdings LLC
INCREASED
Shares22,027 from 20,419
Change+1,608 (+8%)
Value$20.1M (+$950.7K)
Filed 2026-10-29
Generali Asset Management SPA SGR
INCREASED
Shares22,000 from 20,691
Change+1,309 (+6%)
Value$20.0M (+$671.7K)
Filed 2026-10-26
Segment Wealth Management, LLC
INCREASED
Shares21,914 from 21,774
Change+140 (+1%)
Value$19.9M (-$419.7K)
Filed 2026-10-26
AIA Group Ltd
INCREASED
Shares21,895 from 17,816
Change+4,079 (+23%)
Value$19.9M (+$3.3M)
Filed 2026-10-30
Virginia Retirement Systems ET Al
DECREASED
Shares21,787 from 62,907
Change-41,120 (-65%)
Value$19.8M (-$39.0M)
Filed 2026-10-28
Penobscot Investment Management Company, Inc.
DECREASED
Shares21,682 from 23,339
Change-1,657 (-7%)
Value$19.7M (-$2.1M)
Filed 2026-10-26
NWF Advisory Services Inc.
INCREASED
Shares21,496 from 21,398
Change+98 (+0%)
Value$19.6M (-$449.4K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares21,363 from 20,967
Change+396 (+2%)
Value$19.4M (-$166.2K)
Filed 2026-11-03
OAK Ridge Investments LLC
DECREASED
Shares21,100 from 22,114
Change-1,014 (-5%)
Value$19.2M (-$1.5M)
Filed 2026-10-30
AMI Asset Management Corp
DECREASED
Shares21,074 from 21,761
Change-687 (-3%)
Value$19.2M (-$1.2M)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares21,064 from 20,993
Change+71 (+0%)
Value$19.2M (-$462.6K)
Filed 2026-10-28
Cardinal Capital Management
INCREASED
Shares20,887 from 20,616
Change+271 (+1%)
Value$19.0M (-$271.4K)
Filed 2026-10-21
Ethic Inc.
INCREASED
Shares20,775 from 19,930
Change+845 (+4%)
Value$18.9M (+$268.1K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED
Shares20,747 from 21,693
Change-946 (-4%)
Value$18.9M (-$1.4M)
Filed 2026-10-05
Patten & Patten Inc
DECREASED
Shares20,534 from 21,289
Change-755 (-4%)
Value$18.7M (-$1.2M)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
INCREASED
Shares20,531 from 20,108
Change+423 (+2%)
Value$18.7M (-$120.4K)
Filed 2026-10-13
Kanawha Capital Management LLC
INCREASED
Shares20,431 from 20,146
Change+285 (+1%)
Value$18.6M (-$246.7K)
Filed 2026-10-19
Renaissance Investment Group LLC
DECREASED
Shares20,131 from 20,279
Change-148 (-1%)
Value$18.3M (-$644.3K)
Filed 2026-10-28
China Universal Asset Management Co., Ltd.
INCREASED
Shares19,964 from 17,856
Change+2,108 (+12%)
Value$18.5M (+$1.8M)
Filed 2026-10-28
Evergreen Capital Management LLC
DECREASED
Shares19,931 from 20,283
Change-352 (-2%)
Value$18.1M (-$830.0K)
Filed 2026-10-23
Central Trust Co
DECREASED
Shares19,902 from 20,134
Change-232 (-1%)
Value$18.1M (-$717.2K)
Filed 2026-11-05
Washington Trust Bank
DECREASED
Shares19,877 from 20,008
Change-131 (-1%)
Value$18.1M (-$622.1K)
Filed 2026-11-03
Talbot Financial, LLC
DECREASED
Shares19,677 from 21,450
Change-1,773 (-8%)
Value$17.9M (-$2.2M)
Filed 2026-10-19
Oak Grove Capital LLC
DECREASED
Shares19,363 from 19,438
Change-75 (0%)
Value$17.6M (-$556.8K)
Filed 2026-10-09
American National Bank & Trust
DECREASED
Shares19,307 from 21,314
Change-2,007 (-9%)
Value$17.6M (-$2.4M)
Filed 2026-10-07
Crossmark Global Holdings, Inc.
INCREASED
Shares19,248 from 18,410
Change+838 (+5%)
Value$17.5M (+$299.9K)
Filed 2026-10-21
Perigon Wealth Management, LLC
DECREASED
Shares19,070 from 22,257
Change-3,187 (-14%)
Value$17.4M (-$3.5M)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares18,900 from 18,885
Change+15 (+0%)
Value$17.2M (-$461.4K)
Filed 2026-10-23
West Wealth Group, LLC
INCREASED
Shares18,896 from 777
Change+18,119 (+2332%)
Value$791.4K (+$63.9K)
Filed 2026-10-14
McGuire Investment Group, LLC
INCREASED
Shares18,792 from 18,790
Change+2 (+0%)
Value$17.1M (-$470.4K)
Filed 2026-10-23
Addenda Capital Inc.
INCREASED
Shares18,711 from 17,526
Change+1,185 (+7%)
Value$17.0M (+$638.3K)
Filed 2026-10-13
Farmers & Merchants Investments Inc
INCREASED
Shares18,684 from 17,524
Change+1,160 (+7%)
Value$17.0M (+$615.6K)
Filed 2026-10-22
Franklin Street Advisors Inc
DECREASED
Shares18,656 from 19,835
Change-1,179 (-6%)
Value$17.0M (-$1.6M)
Filed 2026-10-13
Bellecapital International Ltd.
INCREASED
Shares18,650 from 18,524
Change+126 (+1%)
Value$17.0M (-$350.8K)
Filed 2026-10-21
Oppenheimer Asset Management Inc.
DECREASED
Shares18,643 from 19,220
Change-577 (-3%)
Value$17.0M (-$1.0M)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares18,620 from 16,245
Change+2,375 (+15%)
Value$17.0M (+$1.8M)
Filed 2026-10-29
Eastern Bank
DECREASED
Shares18,617 from 18,667
Change-50 (0%)
Value$16.9M (-$514.5K)
Filed 2026-10-05
Robertson Stephens Wealth Management, LLC
INCREASED
Shares18,580 from 18,336
Change+244 (+1%)
Value$16.9M (-$238.1K)
Filed 2026-10-16
Telos Capital Management, Inc.
INCREASED
Shares18,099 from 17,695
Change+404 (+2%)
Value$16.5M (-$76.7K)
Filed 2026-11-02
Slow Capital, Inc.
DECREASED
Shares18,047 from 18,809
Change-762 (-4%)
Value$16.4M (-$1.2M)
Filed 2026-10-23
Univest Financial Corp
INCREASED
Shares17,987 from 17,673
Change+314 (+2%)
Value$16.4M (-$158.2K)
Filed 2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares17,847 from 17,346
Change+501 (+3%)
Value$16.2M (+$20.2K)
Filed 2026-10-22
Meridian Wealth Management, LLC
DECREASED
Shares17,796 from 18,177
Change-381 (-2%)
Value$16.2M (-$803.5K)
Filed 2026-11-05
Wendell David Associates Inc
UNCHANGED
Shares17,775 from 17,775
Change0 (0%)
Value$16.2M (-$446.0K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED
Shares17,631 from 17,998
Change-367 (-2%)
Value$16.1M (-$757.1K)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares17,564 from 16,022
Change+1,542 (+10%)
Value$16.0M (+$1.0M)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares17,554 from 17,797
Change-243 (-1%)
Value$16.0M (-$668.7K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares17,520 from 17,412
Change+108 (+1%)
Value$15.9M (-$340.1K)
Filed 2026-10-28
Thomas Story & SON LLC
INCREASED
Shares17,311 from 17,300
Change+11 (+0%)
Value$15.8M (-$424.7K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares17,221 from 14,015
Change+3,206 (+23%)
Value$15.7M (+$2.6M)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares17,182 from 16,562
Change+620 (+4%)
Value$15.6M (+$146.8K)
Filed 2026-10-15
Camden National Bank
INCREASED
Shares17,105 from 17,072
Change+33 (+0%)
Value$15.6M (-$399.0K)
Filed 2026-11-02
Trifecta Capital Advisors, LLC
DECREASED
Shares17,086 from 17,213
Change-127 (-1%)
Value$15.6M (-$548.2K)
Filed 2026-10-21
Caldwell Trust Co
INCREASED
Shares16,941 from 16,592
Change+349 (+2%)
Value$15.4M (-$99.2K)
Filed 2026-10-30
Community Trust & Investment Co
INCREASED
Shares16,903 from 16,291
Change+612 (+4%)
Value$15.4M (+$147.8K)
Filed 2026-10-15
Progressive Investment Management Corp
DECREASED
Shares16,781 from 16,977
Change-196 (-1%)
Value$15.3M (-$605.0K)
Filed 2026-10-26
SteelPeak Wealth, LLC
DECREASED
Shares16,664 from 29,775
Change-13,111 (-44%)
Value$15.2M (-$12.7M)
Filed 2026-10-16
Nilsine Partners, LLC
DECREASED
Shares16,640 from 16,671
Change-31 (0%)
Value$15.1M (-$447.1K)
Filed 2026-11-02
CenterBook Partners LP
NEW
Shares16,417
Change+16,417
Value$14.9M
Filed 2026-11-02
Arthur M. Cohen & Associates, LLC
INCREASED
Shares16,415 from 16,369
Change+46 (+0%)
Value$14.9M (-$369.1K)
Filed 2026-10-26
Marietta Wealth Management, LLC
INCREASED
Shares16,197 from 15,942
Change+255 (+2%)
Value$15.9M (+$992.2K)
Filed 2026-10-22
Brookstone Capital Management
DECREASED
Shares16,126 from 16,973
Change-847 (-5%)
Value$14.7M (-$1.2M)
Filed 2026-10-22
Capital Investment Advisors, LLC
DECREASED
Shares15,980 from 16,336
Change-356 (-2%)
Value$14.5M (-$734.3K)
Filed 2026-10-22
Purus Wealth Management, LLC
DECREASED
Shares15,920 from 15,961
Change-41 (0%)
Value$14.5M (-$438.7K)
Filed 2026-10-15
Granite Investment Partners, LLC
DECREASED
Shares15,912 from 18,007
Change-2,095 (-12%)
Value$14.5M (-$2.4M)
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares15,660 from 15,448
Change+212 (+1%)
Value$14.3M (-$195.4K)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares15,639 from 14,782
Change+857 (+6%)
Value$14.2M (+$409.3K)
Filed 2026-10-16
SEB Asset Management AB
DECREASED
Shares15,609 from 16,680
Change-1,071 (-6%)
Value$14.2M (-$1.4M)
Filed 2026-11-04
Mechanics Bank Trust Department
DECREASED
Shares15,535 from 16,216
Change-681 (-4%)
Value$14.1M (-$1.0M)
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares15,535 from 15,609
Change-74 (0%)
Value$14.1M (-$459.6K)
Filed 2026-10-26
True North Advisors, LLC
INCREASED
Shares15,487 from 10,770
Change+4,717 (+44%)
Value$14.1M (+$4.0M)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares15,383 from 15,898
Change-515 (-3%)
Value$14.0M (-$868.3K)
Filed 2026-10-05
Montag A & Associates Inc
INCREASED
Shares15,359 from 15,253
Change+106 (+1%)
Value$14.0M (-$286.8K)
Filed 2026-10-29
Dillon & Associates Inc
INCREASED
Shares15,269 from 14,503
Change+766 (+5%)
Value$13.9M (+$335.0K)
Filed 2026-10-22
Liberty Capital Management, Inc.
DECREASED
Shares15,167 from 15,603
Change-436 (-3%)
Value$13.8M (-$789.0K)
Filed 2026-11-02
McKinley Carter Wealth Services, Inc.
INCREASED
Shares15,137 from 15,107
Change+30 (+0%)
Value$13.8M (-$351.8K)
Filed 2026-10-16
Ascent Group, LLC
DECREASED
Shares15,057 from 15,213
Change-156 (-1%)
Value$13.7M (-$524.2K)
Filed 2026-10-30
Community Financial Services Group, LLC
DECREASED
Shares14,898 from 14,933
Change-35 (0%)
Value$13.6M (-$177.3K)
Filed 2026-10-15
United Capital Management of KS, Inc.
INCREASED
Shares14,849 from 14,282
Change+567 (+4%)
Value$13.5M (+$157.3K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares14,668 from 15,730
Change-1,062 (-7%)
Value$13.4M (-$1.3M)
Filed 2026-10-23
Moran Wealth Management, LLC
DECREASED
Shares14,615 from 15,595
Change-980 (-6%)
Value$13.3M (-$1.3M)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares14,465 from 14,294
Change+171 (+1%)
Value$13.2M (-$203.2K)
Filed 2026-10-21
Fishman JAY A LTD
DECREASED
Shares14,462 from 16,162
Change-1,700 (-11%)
Value$13.2M (-$2.0M)
Filed 2026-10-26
Peterson Wealth Services
INCREASED
Shares14,396 from 13,864
Change+532 (+4%)
Value$13.1M (+$135.6K)
Filed 2026-10-26
Mattern Capital Management, LLC
DECREASED
Shares14,356 from 14,372
Change-16 (0%)
Value$13.1M (-$375.7K)
Filed 2026-11-02
Burns J W & Co Inc
INCREASED
Shares14,342 from 14,230
Change+112 (+1%)
Value$13.1M (-$255.6K)
Filed 2026-10-20
Glenview Trust Co
INCREASED
Shares14,318 from 14,010
Change+308 (+2%)
Value$13.0M (-$71.7K)
Filed 2026-10-28
Simplex Trading, LLC
INCREASED
Shares14,309 from 11,161
Change+3,148 (+28%)
Value$13.0M (+$2.6M)
Filed 2026-11-04
Richard C. Young & Co., Ltd.
INCREASED
Shares14,068 from 14,025
Change+43 (+0%)
Value$12.8M (-$314.0K)
Filed 2026-11-04
Chapman Investment Management, LLC
NEW
Shares13,962
Change+13,962
Value$12.7M
Filed 2026-11-03
PKO Investment Management Joint-Stock Co
INCREASED
Shares13,800 from 13,000
Change+800 (+6%)
Value$12.6M (+$401.6K)
Filed 2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED
Shares13,749 from 13,881
Change-132 (-1%)
Value$12.5M (-$469.0K)
Filed 2026-11-02
Ipswich Investment Management Co., Inc.
DECREASED
Shares13,735 from 13,812
Change-77 (-1%)
Value$12.5M (-$417.2K)
Filed 2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares13,731 from 13,953
Change-222 (-2%)
Value$12.5M (-$552.8K)
Filed 2026-10-26
Sterling Capital Management LLC
DECREASED
Shares13,681 from 18,185
Change-4,504 (-25%)
Value$12.5M (-$4.6M)
Filed 2026-10-22
Carnegie Lake Advisors LLC
INCREASED
Shares13,650 from 5,992
Change+7,658 (+128%)
Value$5.5M (-$150.6K)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares13,649 from 13,569
Change+80 (+1%)
Value$12.4M (-$268.5K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares13,620 from 13,287
Change+333 (+3%)
Value$12.4M (-$30.6K)
Filed 2026-11-03
North Dakota State Investment Board
INCREASED
Shares13,592 from 13,125
Change+467 (+4%)
Value$12.4M (+$95.3K)
Filed 2026-10-27
Baker Ellis Asset Management LLC
DECREASED
Shares13,480 from 13,888
Change-408 (-3%)
Value$12.3M (-$720.4K)
Filed 2026-10-14
First Merchants Corp
DECREASED
Shares13,462 from 14,203
Change-741 (-5%)
Value$12.3M (-$1.0M)
Filed 2026-10-15
Teamwork Financial Advisors, LLC
DECREASED
Shares13,395 from 15,162
Change-1,767 (-12%)
Value$12.2M (-$2.0M)
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares13,372 from 13,237
Change+135 (+1%)
Value$12.2M (-$210.4K)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
INCREASED
Shares13,361 from 12,810
Change+551 (+4%)
Value$12.2M (+$179.3K)
Filed 2026-10-19
Vision Capital Management, Inc.
INCREASED
Shares13,221 from 13,087
Change+134 (+1%)
Value$12.0M (-$206.9K)
Filed 2026-10-20
Gouws Capital LLC
INCREASED
Shares13,201 from 13,093
Change+108 (+1%)
Value$12.0M (-$230.7K)
Filed 2026-10-09
S.E.E.D. Planning Group LLC
INCREASED
Shares13,191 from 12,637
Change+554 (+4%)
Value$12.0M (+$187.2K)
Filed 2026-10-07
RKL Wealth Management LLC
DECREASED
Shares13,179 from 13,347
Change-168 (-1%)
Value$12.0M (-$487.5K)
Filed 2026-10-16
NBT Bank, N.A.
DECREASED
Shares13,112 from 13,778
Change-666 (-5%)
Value$11.9M (-$952.5K)
Filed 2026-10-21
Central Bank & Trust Co
DECREASED
Shares13,078 from 13,180
Change-102 (-1%)
Value$11.9M (-$424.1K)
Filed 2026-10-09
Cypress Asset Management Inc
DECREASED
Shares13,073 from 13,291
Change-218 (-2%)
Value$11.9M (-$532.5K)
Filed 2026-10-09
Perennial Advisors, LLC
DECREASED
Shares13,066 from 13,269
Change-203 (-2%)
Value$11.9M (-$519.1K)
Filed 2026-10-13
Kozak & Associates, Inc.
DECREASED
Shares13,031 from 13,058
Change-27 (0%)
Value$12.8M (+$731.6K)
Filed 2026-10-29
Sigma Investment Counselors Inc
INCREASED
Shares12,996 from 11,805
Change+1,191 (+10%)
Value$11.8M (+$787.9K)
Filed 2026-10-27
Capital Investment Counsel, LLC
DECREASED
Shares12,874 from 12,971
Change-97 (-1%)
Value$11.7M (-$414.3K)
Filed 2026-10-14
Petredis Investment Advisors LLC
DECREASED
Shares12,816 from 12,832
Change-16 (0%)
Value$11.7M (-$337.0K)
Filed 2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED
Shares12,786 from 12,959
Change-173 (-1%)
Value$11.6M (-$483.1K)
Filed 2026-10-16
Wilsey Asset Management Inc
UNCHANGED
Shares12,776 from 12,776
Change0 (0%)
Value$11.6M (-$321.1K)
Filed 2026-10-21
Lakeside Advisors, Inc.
DECREASED
Shares12,718 from 12,875
Change-157 (-1%)
Value$11.6M (-$466.3K)
Filed 2026-10-20
DE Burlo Group Inc
INCREASED
Shares12,662 from 12,367
Change+295 (+2%)
Value$11.5M (-$42.2K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares12,623 from 12,727
Change-104 (-1%)
Value$11.5M (-$414.5K)
Filed 2026-10-22
Strategic Wealth Investment Group, LLC
INCREASED
Shares12,589 from 12,485
Change+104 (+1%)
Value$11.5M (-$219.7K)
Filed 2026-10-29
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares12,563 from 10,525
Change+2,038 (+19%)
Value$11.4M (+$1.6M)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares12,557 from 5,709
Change+6,848 (+120%)
Value$11.4M (+$6.1M)
Filed 2026-10-28
Plato Investment Management Ltd
NEW
Shares12,538
Change+12,538
Value$11.5M
Filed 2026-11-05
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares12,478 from 11,910
Change+568 (+5%)
Value$11.4M (+$217.5K)
Filed 2026-10-23
CFM Wealth Partners LLC
DECREASED
Shares12,411 from 12,546
Change-135 (-1%)
Value$11.3M (-$438.2K)
Filed 2026-11-05
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares12,399 from 12,457
Change-58 (0%)
Value$11.3M (-$365.4K)
Filed 2026-10-19
Blue Fin Capital, Inc.
INCREASED
Shares12,390 from 12,332
Change+58 (+0%)
Value$11.3M (-$257.0K)
Filed 2026-10-28
Lmcg Investments, LLC
DECREASED
Shares12,369 from 12,568
Change-199 (-2%)
Value$11.3M (-$497.0K)
Filed 2026-10-21
Gamma Investing LLC
DECREASED
Shares12,350 from 12,763
Change-413 (-3%)
Value$11.2M (-$696.9K)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares12,330 from 11,636
Change+694 (+6%)
Value$11.2M (+$339.3K)
Filed 2026-10-15
First National Trust Co
DECREASED
Shares12,314 from 12,896
Change-582 (-5%)
Value$11.2M (-$853.9K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED
Shares12,261 from 11,925
Change+336 (+3%)
Value$11.2M (+$6.4K)
Filed 2026-10-22
Clarity Wealth Advisors, LLC
INCREASED
Shares12,118 from 11,832
Change+286 (+2%)
Value$11.0M (-$37.5K)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares12,099 from 13,135
Change-1,036 (-8%)
Value$11.0M (-$1.3M)
Filed 2026-10-27
Tompkins Financial Corp
DECREASED
Shares11,823 from 12,363
Change-540 (-4%)
Value$10.8M (-$802.3K)
Filed 2026-10-05
Kercheville Advisors, LLC
DECREASED
Shares11,771 from 12,171
Change-400 (-3%)
Value$10.7M (-$669.8K)
Filed 2026-10-19
Bensler, LLC
DECREASED
Shares11,732 from 11,760
Change-28 (0%)
Value$10.7M (-$321.8K)
Filed 2026-11-05
Defender Capital, Llc.
INCREASED
Shares11,555 from 11,500
Change+55 (+0%)
Value$10.5M (-$238.8K)
Filed 2026-10-01
Nations Financial Group Inc,
INCREASED
Shares11,553 from 11,234
Change+319 (+3%)
Value$10.5M (+$8.3K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
INCREASED
Shares11,436 from 1,768
Change+9,668 (+547%)
Value$10.4M (+$8.8M)
Filed 2026-10-29
SFE Investment Counsel
INCREASED
Shares11,412 from 11,067
Change+345 (+3%)
Value$10.4M (+$36.0K)
Filed 2026-10-29
Copeland Capital Management, LLC
INCREASED
Shares11,388 from 10,275
Change+1,113 (+11%)
Value$10.4M (+$755.0K)
Filed 2026-10-13
Boston Common Asset Management, LLC
DECREASED
Shares11,297 from 11,461
Change-164 (-1%)
Value$10.3M (-$437.3K)
Filed 2026-10-13
Peachtree Investment Partners, LLC
DECREASED
Shares11,246 from 11,594
Change-348 (-3%)
Value$10.2M (-$608.9K)
Filed 2026-11-05
Angeles Wealth Management, LLC
DECREASED
Shares11,211 from 11,469
Change-258 (-2%)
Value$10.2M (-$523.1K)
Filed 2026-10-26
Index Fund Advisors, Inc.
INCREASED
Shares11,190 from 11,173
Change+17 (+0%)
Value$10.2M (-$265.9K)
Filed 2026-11-05
Integrated Advisors Network LLC
DECREASED
Shares11,071 from 11,248
Change-177 (-2%)
Value$10.1M (-$443.8K)
Filed 2026-10-20
Perryman Financial Advisory Inc
INCREASED
Shares11,038 from 10,906
Change+132 (+1%)
Value$10.0M (-$154.1K)
Filed 2026-10-16
Greenleaf Trust
DECREASED
Shares11,018 from 11,766
Change-748 (-6%)
Value$10.0M (-$976.6K)
Filed 2026-10-29
WealthPlan Investment Management, LLC
DECREASED
Shares11,006 from 12,072
Change-1,066 (-9%)
Value$10.0M (-$1.3M)
Filed 2026-10-15
GC Wealth Management RIA, LLC
DECREASED
Shares11,001 from 11,027
Change-26 (0%)
Value$10.0M (-$300.8K)
Filed 2026-11-02
Consolidated Capital Management, LLC
INCREASED
Shares10,979 from 10,822
Change+157 (+1%)
Value$10.0M (-$129.0K)
Filed 2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED
Shares10,896 from 10,716
Change+180 (+2%)
Value$9.9M (-$105.4K)
Filed 2026-10-14
Carderock Capital Management Inc
INCREASED
Shares10,830 from 10,821
Change+9 (+0%)
Value$9.9M (-$263.7K)
Filed 2026-10-22
Reynders McVeigh Capital Management, LLC
INCREASED
Shares10,774 from 10,721
Change+53 (+0%)
Value$9.8M (-$222.3K)
Filed 2026-10-30
Compound Planning, Inc.
DECREASED
Shares10,745 from 11,265
Change-520 (-5%)
Value$9.8M (-$755.8K)
Filed 2026-11-05
Churchill Financial Advisors, LLC
DECREASED
Shares10,733 from 11,051
Change-318 (-3%)
Value$9.8M (-$567.2K)
Filed 2026-10-20
Summit Global Investments
DECREASED
Shares10,711 from 12,461
Change-1,750 (-14%)
Value$9.8M (-$1.9M)
Filed 2026-10-28
North Star Investment Management Corp.
DECREASED
Shares10,711 from 10,722
Change-11 (0%)
Value$9.8M (-$279.2K)
Filed 2026-10-27
TLW Wealth Management, LLC
DECREASED
Shares10,648 from 11,100
Change-452 (-4%)
Value$9.7M (-$690.4K)
Filed 2026-10-27
Mengis Capital Management, Inc.
INCREASED
Shares10,644 from 10,561
Change+83 (+1%)
Value$9.7M (-$190.6K)
Filed 2026-10-13
Journey Advisory Group, LLC
INCREASED
Shares10,632 from 10,329
Change+303 (+3%)
Value$9.7M (+$16.3K)
Filed 2026-11-04
Hohimer Wealth Management, LLC
INCREASED
Shares10,564 from 9,873
Change+691 (+7%)
Value$9.6M (+$380.4K)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares10,546 from 10,366
Change+180 (+2%)
Value$9.6M (-$96.2K)
Filed 2026-10-07
University of Texas S AM Investment Management Co
INCREASED
Shares10,499 from 10,170
Change+329 (+3%)
Value$9.6M (+$43.9K)
Filed 2026-11-03
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares10,495 from 10,086
Change+409 (+4%)
Value$9.6M (+$118.9K)
Filed 2026-10-21
Focus Financial Network, Inc.
DECREASED
Shares10,488 from 10,630
Change-142 (-1%)
Value$9.5M (-$396.4K)
Filed 2026-10-14
Great Lakes Retirement, Inc.
INCREASED
Shares10,474 from 10,138
Change+336 (+3%)
Value$9.5M (+$51.2K)
Filed 2026-10-26
Luts & Greenleigh Group, Inc.
DECREASED
Shares10,391 from 10,396
Change-5 (0%)
Value$9.5M (-$266.2K)
Filed 2026-11-05
Evexia Wealth LLC
INCREASED
Shares10,379 from 9,151
Change+1,228 (+13%)
Value$10.4M (+$1.7M)
Filed 2026-11-05
Avantax Planning Partners, Inc.
INCREASED
Shares10,336 from 10,203
Change+133 (+1%)
Value$9.4M (-$135.6K)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares10,299 from 11,948
Change-1,649 (-14%)
Value$9.4M (-$1.8M)
Filed 2026-11-04
Hanson & Doremus Investment Management
INCREASED
Shares10,263 from 10,126
Change+137 (+1%)
Value$9.3M (-$129.0K)
Filed 2026-10-16
Guardian Partners Inc.
INCREASED
Shares10,237 from 10,111
Change+126 (+1%)
Value$9.3M (-$139.4K)
Filed 2026-10-21
Ascentis Independent Advisors
INCREASED
Shares10,191 from 26
Change+10,165 (+39096%)
Value$9.3M (+$9.3M)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares10,188 from 9,537
Change+651 (+7%)
Value$10.2M (+$1.4M)
Filed 2026-10-27
Parsons Capital Management Inc
INCREASED
Shares10,088 from 10,041
Change+47 (+0%)
Value$9.2M (-$209.5K)
Filed 2026-10-28
Cullinan Associates Inc
INCREASED
Shares10,065 from 9,805
Change+260 (+3%)
Value$9.2M (-$9.5K)
Filed 2026-11-03
Synergy Asset Management, LLC
INCREASED
Shares10,053 from 9,789
Change+264 (+3%)
Value$9.2M (-$5.7K)
Filed 2026-11-05
DSG Capital Advisors, LLC
INCREASED
Shares10,032 from 9,975
Change+57 (+1%)
Value$9.1M (-$61.9K)
Filed 2026-11-05
Cypress Capital Group
INCREASED
Shares10,016 from 9,728
Change+288 (+3%)
Value$9.1M (+$17.7K)
Filed 2026-11-03
Independent Solutions Wealth Management, LLC
DECREASED
Shares9,929 from 10,367
Change-438 (-4%)
Value$9.0M (-$659.3K)
Filed 2026-10-28
Baugh & Associates, LLC
INCREASED
Shares9,903 from 9,405
Change+498 (+5%)
Value$8.3M (-$494.9K)
Filed 2026-10-16
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
UNCHANGED
Shares9,856 from 9,856
Change0 (0%)
Value$9.0M (-$247.7K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED
Shares9,845 from 10,000
Change-155 (-2%)
Value$9.0M (-$391.6K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
DECREASED
Shares9,836 from 9,851
Change-15 (0%)
Value$9.0M (-$261.2K)
Filed 2026-10-15
Mountain Pacific Investment Advisers LLC
DECREASED
Shares9,758 from 9,821
Change-63 (-1%)
Value$8.9M (-$304.1K)
Filed 2026-10-29
Trust Co of Toledo NA
INCREASED
Shares9,749 from 9,341
Change+408 (+4%)
Value$8.9M (+$136.7K)
Filed 2026-10-16
Sun Group Wealth Partners
DECREASED
Shares9,717 from 9,938
Change-221 (-2%)
Value$8.8M (-$451.8K)
Filed 2026-10-26
Quadrant Capital Group LLC
DECREASED
Shares9,713 from 10,922
Change-1,209 (-11%)
Value$9.3M (-$944.9K)
Filed 2026-10-20
Kenora Financial, LLC
DECREASED
Shares9,711 from 9,747
Change-36 (0%)
Value$8.8M (-$277.7K)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
INCREASED
Shares9,636 from 9,589
Change+47 (+0%)
Value$8.8M (-$199.0K)
Filed 2026-10-27
WoodTrust Financial Corp
INCREASED
Shares9,530 from 9,521
Change+9 (+0%)
Value$8.7M (-$231.0K)
Filed 2026-10-09
DLK Investment Management, LLC
DECREASED
Shares9,426 from 9,656
Change-230 (-2%)
Value$8.6M (+$373.2K)
Filed 2026-10-09
Stokes Capital Advisors, LLC
DECREASED
Shares9,350 from 9,956
Change-606 (-6%)
Value$8.5M (-$801.9K)
Filed 2026-10-09
Garrison Bradford & Associates Inc
DECREASED
Shares9,242 from 9,403
Change-161 (-2%)
Value$8.4M (-$382.9K)
Filed 2026-10-27
Allen Capital Group, LLC
DECREASED
Shares9,200 from 9,358
Change-158 (-2%)
Value$8.4M (-$379.0K)
Filed 2026-10-27
Clear Harbor Asset Management, LLC
INCREASED
Shares9,134 from 3,108
Change+6,026 (+194%)
Value$8.3M (+$5.4M)
Filed 2026-11-05
Leeward Financial Partners, LLC
INCREASED
Shares9,130 from 9,094
Change+36 (+0%)
Value$8.3M (-$195.7K)
Filed 2026-10-23
McBroom & Associates, LLC
DECREASED
Shares9,123 from 10,453
Change-1,330 (-13%)
Value$8.3M (-$1.5M)
Filed 2026-10-29
Rockline Wealth Management, LLC
DECREASED
Shares9,109 from 9,263
Change-154 (-2%)
Value$8.3M (-$373.9K)
Filed 2026-10-26
Pavion Blue Capital, LLC
DECREASED
Shares9,098 from 9,147
Change-49 (-1%)
Value$8.3M (-$835.7K)
Filed 2026-11-05
Calamos Wealth Management LLC
DECREASED
Shares9,096 from 9,495
Change-399 (-4%)
Value$8.3M (-$601.7K)
Filed 2026-11-02
Wealth Analytics Partners, LLC
INCREASED
Shares9,050 from 9,023
Change+27 (+0%)
Value$8.2M (-$79.0K)
Filed 2026-10-19
GPM Growth Investors, Inc.
DECREASED
Shares9,046 from 9,169
Change-123 (-1%)
Value$8.2M (-$342.4K)
Filed 2026-10-30
B. Riley Wealth Advisors, Inc.
INCREASED
Shares9,008 from 6,449
Change+2,559 (+40%)
Value$8.2M (+$2.1M)
Filed 2026-10-13
V-Square Quantitative Management LLC
INCREASED
Shares9,002 from 8,755
Change+247 (+3%)
Value$8.2M (+$4.8K)
Filed 2026-10-15
Americana Partners, LLC
INCREASED
Shares8,984 from 8,764
Change+220 (+3%)
Value$8.2M (-$20.4K)
Filed 2026-10-28
StrongBox Wealth, LLC
INCREASED
Shares8,978 from 8,080
Change+898 (+11%)
Value$8.2M (+$614.5K)
Filed 2026-11-02
Cordgrass Capital Advisors, LLC
DECREASED
Shares8,961 from 8,996
Change-35 (0%)
Value$8.2M (-$257.9K)
Filed 2026-10-30
Greystone Financial Group, LLC
NEW
Shares8,940
Change+8,940
Value$8.1M
Filed 2026-10-26
Traynor Capital Management, Inc.
INCREASED
Shares8,926 from 8,580
Change+346 (+4%)
Value$8.1M (+$99.1K)
Filed 2026-10-29
Legacy Private Trust Co.
INCREASED
Shares8,922 from 8,597
Change+325 (+4%)
Value$8.1M (+$79.8K)
Filed 2026-10-06
City Holding Co
DECREASED
Shares8,910 from 9,170
Change-260 (-3%)
Value$8.1M (-$467.1K)
Filed 2026-10-19
Narwhal Capital Management
INCREASED
Shares8,902 from 7,079
Change+1,823 (+26%)
Value$8.1M (+$1.5M)
Filed 2026-11-04
Appleton Partners Inc
DECREASED
Shares8,842 from 9,181
Change-339 (-4%)
Value$8.1M (-$539.0K)
Filed 2026-10-30
Arlington Financial Advisors, LLC
DECREASED
Shares8,842 from 8,854
Change-12 (0%)
Value$8.0M (-$233.4K)
Filed 2026-10-19
Security National Bank
INCREASED
Shares8,830 from 8,378
Change+452 (+5%)
Value$8.0M (+$200.9K)
Filed 2026-10-26
Stiles Financial Services Inc
INCREASED
Shares8,829 from 8,824
Change+5 (+0%)
Value$8.0M (-$216.6K)
Filed 2026-10-30
Mount Vernon Associates Inc
DECREASED
Shares8,827 from 9,177
Change-350 (-4%)
Value$8.0M (-$549.0K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
DECREASED
Shares8,735 from 9,181
Change-446 (-5%)
Value$8.0M (-$636.7K)
Filed 2026-10-08
CapWealth Advisors, LLC
DECREASED
Shares8,728 from 8,857
Change-129 (-1%)
Value$7.9M (-$339.8K)
Filed 2026-10-05
Coastline Trust Co
DECREASED
Shares8,726 from 10,231
Change-1,505 (-15%)
Value$7.9M (-$1.6M)
Filed 2026-10-01
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares8,674 from 9,098
Change-424 (-5%)
Value$7.9M (-$614.4K)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares8,655 from 8,137
Change+518 (+6%)
Value$7.9M (+$267.3K)
Filed 2026-11-05
First Citizens Bank & Trust Co
INCREASED
Shares8,650 from 5,227
Change+3,423 (+65%)
Value$7.9M (+$3.0M)
Filed 2026-10-14
ROI Financial Advisors, LLC
DECREASED
Shares8,518 from 8,615
Change-97 (-1%)
Value$7.8M (-$305.1K)
Filed 2026-10-19
KMG Fiduciary Partners, LLC
DECREASED
Shares8,510 from 8,847
Change-337 (-4%)
Value$7.7M (-$529.1K)
Filed 2026-10-14
Sterling Investment Advisors, Ltd.
DECREASED
Shares8,433 from 8,656
Change-223 (-3%)
Value$7.7M (-$420.5K)
Filed 2026-10-27
Bfsg, LLC
DECREASED
Shares8,415 from 8,437
Change-22 (0%)
Value$7.7M (-$232.3K)
Filed 2026-10-30
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares8,413 from 8,413
Change0 (0%)
Value$7.7M (-$211.4K)
Filed 2026-10-22
Mather Group, Llc.
DECREASED
Shares8,367 from 9,116
Change-749 (-8%)
Value$7.6M (-$911.6K)
Filed 2026-10-14
HCR Wealth Advisors
DECREASED
Shares8,365 from 8,541
Change-176 (-2%)
Value$7.6M (-$375.6K)
Filed 2026-10-15
Cove Private Wealth, LLC
INCREASED
Shares8,326 from 7,969
Change+357 (+4%)
Value$7.6M (+$124.7K)
Filed 2026-10-28
Secure Asset Management, LLC
INCREASED
Shares8,304 from 8,155
Change+149 (+2%)
Value$7.6M (-$68.8K)
Filed 2026-10-19
Zevenbergen Capital Investments LLC
INCREASED
Shares8,303 from 8,203
Change+100 (+1%)
Value$7.6M (-$114.8K)
Filed 2026-10-08
Griffin Asset Management, Inc.
DECREASED
Shares8,284 from 8,286
Change-2 (0%)
Value$7.5M (-$210.0K)
Filed 2026-10-22
Vantage Investment Partners, LLC
DECREASED
Shares8,252 from 8,277
Change-25 (0%)
Value$7.5M (-$230.8K)
Filed 2026-10-27
Tema Etfs LLC
INCREASED
Shares8,212 from 8,067
Change+145 (+2%)
Value$7.5M (-$70.7K)
Filed 2026-10-16
Cardinal Point Capital Management ULC
DECREASED
Shares8,194 from 8,366
Change-172 (-2%)
Value$7.5M (-$366.7K)
Filed 2026-10-21
Schmidt P J Investment Management Inc
INCREASED
Shares8,188 from 8,029
Change+159 (+2%)
Value$7.5M (-$57.1K)
Filed 2026-11-02
Fulton Bank, N.A.
DECREASED
Shares8,117 from 8,505
Change-388 (-5%)
Value$7.4M (-$566.9K)
Filed 2026-10-14
Townsend Asset Management Corp
INCREASED
Shares8,101 from 8,055
Change+46 (+1%)
Value$7.4M (-$160.9K)
Filed 2026-10-29
Inspire Trust Co, N.A.
INCREASED
Shares8,100 from 6,700
Change+1,400 (+21%)
Value$7.4M (+$1.1M)
Filed 2026-11-05
Fischer Financial Services, Inc.
INCREASED
Shares8,093 from 7,976
Change+117 (+1%)
Value$7.4M (-$94.7K)
Filed 2026-10-30
FFG Partners, LLC
DECREASED
Shares8,078 from 8,398
Change-320 (-4%)
Value$7.4M (-$501.6K)
Filed 2026-10-15
Rockland Trust Co
INCREASED
Shares8,047 from 8,043
Change+4 (+0%)
Value$7.3M (-$198.5K)
Filed 2026-10-05
Trust Co of Oklahoma
DECREASED
Shares8,015 from 8,342
Change-327 (-4%)
Value$7.3M (-$507.3K)
Filed 2026-10-15
Rossmore Private Capital
INCREASED
Shares8,007 from 7,714
Change+293 (+4%)
Value$7.3M (+$72.9K)
Filed 2026-10-27
Sagespring Wealth Partners, LLC
DECREASED
Shares7,998 from 8,300
Change-302 (-4%)
Value$7.3M (-$483.0K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
INCREASED
Shares7,996 from 7,976
Change+20 (+0%)
Value$7.3M (-$181.9K)
Filed 2026-10-29
Hoffman, Alan N Investment Management
DECREASED
Shares7,979 from 8,346
Change-367 (-4%)
Value$7.3M (-$543.8K)
Filed 2026-10-28
Confluence Wealth Services, Inc.
DECREASED
Shares7,949 from 8,020
Change-71 (-1%)
Value$7.2M (-$265.9K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
INCREASED
Shares7,949 from 7,939
Change+10 (+0%)
Value$7.2M (-$191.0K)
Filed 2026-10-22
Lake Street Private Wealth, LLC
DECREASED
Shares7,938 from 8,039
Change-101 (-1%)
Value$7.2M (-$294.4K)
Filed 2026-10-22
Hartford Financial Management Inc.
INCREASED
Shares7,916 from 7,895
Change+21 (+0%)
Value$7.2M (-$179.2K)
Filed 2026-10-21
Goelzer Investment Management, Inc.
DECREASED
Shares7,907 from 9,146
Change-1,239 (-14%)
Value$7.2M (-$1.4M)
Filed 2026-10-16
GAM Holding AG
DECREASED
Shares7,889 from 8,478
Change-589 (-7%)
Value$7.2M (-$749.2K)
Filed 2026-11-03
Fairfield Financial Advisors, LTD
DECREASED
Shares7,859 from 8,135
Change-276 (-3%)
Value$7.2M (-$455.9K)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares7,851 from 6,879
Change+972 (+14%)
Value$7.4M (+$1.1M)
Filed 2026-10-09
Eastover Investment Advisors LLC
DECREASED
Shares7,838 from 8,007
Change-169 (-2%)
Value$7.1M (-$355.1K)
Filed 2026-10-05
Apollon Financial, LLC
INCREASED
Shares7,769 from 7,625
Change+144 (+2%)
Value$7.1M (-$60.1K)
Filed 2026-10-23
Bahl & Gaynor LLC
INCREASED
Shares7,769 from 7,753
Change+16 (+0%)
Value$7.1M (-$180.3K)
Filed 2026-11-05
Arista Wealth Management, LLC
INCREASED
Shares7,658 from 7,505
Change+153 (+2%)
Value$7.0M (-$49.3K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares7,638 from 17,626
Change-9,988 (-57%)
Value$7.0M (-$9.5M)
Filed 2026-10-21
RMR Wealth Builders
INCREASED
Shares7,636 from 7,424
Change+212 (+3%)
Value$7.0M (+$6.9K)
Filed 2026-10-22
Montecito Bank & Trust
DECREASED
Shares7,619 from 7,649
Change-30 (0%)
Value$6.9M (-$219.5K)
Filed 2026-10-01
Asset One Wealth Management LLC
INCREASED
Shares7,547 from 5,876
Change+1,671 (+28%)
Value$6.9M (+$1.5M)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares7,536 from 7,416
Change+120 (+2%)
Value$6.9M (+$35.3K)
Filed 2026-11-02
Keystone Wealth Services, LLC
DECREASED
Shares7,505 from 7,675
Change-170 (-2%)
Value$6.9M (-$239.9K)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares7,471 from 7,310
Change+161 (+2%)
Value$6.8M (-$37.1K)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares7,432 from 6,888
Change+544 (+8%)
Value$6.8M (+$322.6K)
Filed 2026-11-03
LS Investment Advisors, LLC
DECREASED
Shares7,421 from 7,595
Change-174 (-2%)
Value$6.8M (-$349.1K)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares7,406 from 7,941
Change-535 (-7%)
Value$6.7M (-$686.7K)
Filed 2026-10-13
Grove Bank & Trust
DECREASED
Shares7,380 from 7,406
Change-26 (0%)
Value$6.7M (-$209.8K)
Filed 2026-10-08
Banque Pictet & CIE SA
INCREASED
Shares7,378 from 6,930
Change+448 (+6%)
Value$6.7M (+$233.7K)
Filed 2026-10-16
Fisher Funds Management LTD
INCREASED
Shares7,359 from 2,959
Change+4,400 (+149%)
Value$6.7M (+$3.9M)
Filed 2026-10-13
Bull Street Advisors, LLC
DECREASED
Shares7,335 from 7,915
Change-580 (-7%)
Value$6.7M (-$727.0K)
Filed 2026-10-20
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares7,318 from 7,360
Change-42 (-1%)
Value$6.7M (-$223.4K)
Filed 2026-10-22
Westover Capital Advisors, LLC
DECREASED
Shares7,291 from 7,331
Change-40 (-1%)
Value$6.6M (-$220.6K)
Filed 2026-10-26
Procyon Advisors, LLC
DECREASED
Shares7,267 from 7,389
Change-122 (-2%)
Value$6.6M (-$296.5K)
Filed 2026-10-21
Hendley & Co Inc
INCREASED
Shares7,196 from 7,092
Change+104 (+1%)
Value$6.6M (-$83.0K)
Filed 2026-10-29
Connecticut Wealth Management, LLC
DECREASED
Shares7,183 from 7,203
Change-20 (0%)
Value$6.5M (-$199.1K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares7,172 from 7,044
Change+128 (+2%)
Value$6.5M (-$60.8K)
Filed 2026-10-28
CX Institutional
INCREASED
Shares7,152 from 6,886
Change+266 (+4%)
Value$6.5K (-$6.4M)
Filed 2026-10-02
Ayrshire Capital Management LLC
DECREASED
Shares7,131 from 7,308
Change-177 (-2%)
Value$6.5M (-$345.2K)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares7,125 from 7,071
Change+54 (+1%)
Value$7.0M (+$382.3K)
Filed 2026-10-15
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares7,098 from 6,181
Change+917 (+15%)
Value$6.5M (+$678.7K)
Filed 2026-10-29
Ardent Capital Management, Inc.
INCREASED
Shares7,069 from 6,710
Change+359 (+5%)
Value$6.4M (+$158.2K)
Filed 2026-10-16
Courier Capital LLC
DECREASED
Shares7,024 from 7,358
Change-334 (-5%)
Value$6.4M (-$489.0K)
Filed 2026-10-19
Chronos Wealth Management, LLC
DECREASED
Shares7,018 from 7,031
Change-13 (0%)
Value$6.4M (-$188.5K)
Filed 2026-10-20
180 Wealth Advisors, LLC
DECREASED
Shares7,017 from 7,146
Change-129 (-2%)
Value$6.4M (-$297.0K)
Filed 2026-11-03
TCI Wealth Advisors, Inc.
INCREASED
Shares7,005 from 6,394
Change+611 (+10%)
Value$6.4M (+$394.8K)
Filed 2026-10-30
Gibraltar Capital Management, Inc.
INCREASED
Shares6,993 from 6,987
Change+6 (+0%)
Value$6.4M (-$170.1K)
Filed 2026-10-27
Physicians Financial Services, Inc.
INCREASED
Shares6,968 from 6,943
Change+25 (+0%)
Value$6.3M (-$151.0K)
Filed 2026-11-04
Pecaut & Co.
DECREASED
Shares6,907 from 7,077
Change-170 (-2%)
Value$6.3M (-$332.5K)
Filed 2026-10-27
Savoir Faire Capital Management, L.P.
NEW
Shares6,900
Change+6,900
Value$6.3M
Filed 2026-11-03
Certified Advisory Corp
DECREASED
Shares6,875 from 6,923
Change-48 (-1%)
Value$6.3M (-$217.1K)
Filed 2026-10-29
Indiana Trust & Investment Management Co
DECREASED
Shares6,850 from 6,992
Change-142 (-2%)
Value$6.2M (-$305.0K)
Filed 2026-10-22
Mezzasalma Advisors, LLC
INCREASED
Shares6,840 from 5,985
Change+855 (+14%)
Value$6.2M (+$627.9K)
Filed 2026-10-14
Pacific Sage Partners, LLC
DECREASED
Shares6,812 from 6,826
Change-14 (0%)
Value$6.2M (-$184.9K)
Filed 2026-10-21
RAM Investment Partners, LLC
DECREASED
Shares6,809 from 7,210
Change-401 (-6%)
Value$6.2M (-$546.5K)
Filed 2026-10-21
Modera Wealth Management, LLC
INCREASED
Shares6,807 from 6,450
Change+357 (+6%)
Value$6.2M (+$163.5K)
Filed 2026-10-28
Delta Financial Advisors LLC
DECREASED
Shares6,802 from 6,975
Change-173 (-2%)
Value$6.2M (-$333.0K)
Filed 2026-10-27
Bank of Stockton
DECREASED
Shares6,738 from 6,824
Change-86 (-1%)
Value$6.1M (-$249.8K)
Filed 2026-10-20
Nichols & Pratt Advisers LLP
INCREASED
Shares6,727 from 6,022
Change+705 (+12%)
Value$6.2M (+$521.4K)
Filed 2026-10-13
Tower View Wealth Management LLC
INCREASED
Shares6,724 from 6,451
Change+273 (+4%)
Value$6.1M (+$86.3K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares6,673 from 6,303
Change+370 (+6%)
Value$6.1M (+$206.9K)
Filed 2026-11-03
Sitrin Capital Management LLC
DECREASED
Shares6,664 from 6,717
Change-53 (-1%)
Value$6.1M (-$217.0K)
Filed 2026-10-19
Archford Capital Strategies, LLC
INCREASED
Shares6,625 from 5,353
Change+1,272 (+24%)
Value$6.0M (+$1.0M)
Filed 2026-10-19
Conning Inc.
INCREASED
Shares6,616 from 6,281
Change+335 (+5%)
Value$6.0M (+$147.1K)
Filed 2026-10-27
Woodmont Investment Counsel LLC
DECREASED
Shares6,605 from 6,607
Change-2 (0%)
Value$6.0M (-$168.0K)
Filed 2026-10-29
Asset Planning,Inc
INCREASED
Shares6,603 from 6,545
Change+58 (+1%)
Value$6.0M (-$112.2K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
DECREASED
Shares6,593 from 6,831
Change-238 (-3%)
Value$6.0M (-$388.3K)
Filed 2026-10-13
Harbour Capital Advisors, LLC
INCREASED
Shares6,585 from 6,488
Change+97 (+2%)
Value$6.0M (+$50.0K)
Filed 2026-10-13
AGP Franklin, LLC
DECREASED
Shares6,580 from 6,618
Change-38 (-1%)
Value$6.0M (-$200.7K)
Filed 2026-11-04
Sage Capital Advisors,llc
INCREASED
Shares6,564 from 6,550
Change+14 (+0%)
Value$6.0M (-$152.4K)
Filed 2026-10-13
Leelyn Smith, LLC
INCREASED
Shares6,553 from 6,446
Change+107 (+2%)
Value$6.0M (-$64.1K)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares6,515 from 6,859
Change-344 (-5%)
Value$5.9M (-$485.8K)
Filed 2026-10-15
Tranquility Partners, LLC
DECREASED
Shares6,451 from 6,508
Change-57 (-1%)
Value$5.9M (-$215.0K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares6,449 from 6,485
Change-36 (-1%)
Value$5.9M (-$195.7K)
Filed 2026-10-23
Cohen Klingenstein LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$5.8M (-$160.8K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares6,392 from 6,390
Change+2 (+0%)
Value$5.8M (-$157.9K)
Filed 2026-10-21
Madrona Financial Services, LLC
INCREASED
Shares6,367 from 5,738
Change+629 (+11%)
Value$5.8M (+$429.0K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
DECREASED
Shares6,365 from 7,744
Change-1,379 (-18%)
Value$5.8M (-$1.4M)
Filed 2026-10-21
WealthPLAN Partners, LLC
DECREASED
Shares6,360 from 6,552
Change-192 (-3%)
Value$5.8M (-$338.9K)
Filed 2026-10-15
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares6,348 from 6,640
Change-292 (-4%)
Value$5.8M (-$432.3K)
Filed 2026-10-16
Bradyco, Inc.
DECREASED
Shares6,339 from 6,564
Change-225 (-3%)
Value$5.8M (-$369.8K)
Filed 2026-11-03
Miramontes Capital, LLC
INCREASED
Shares6,323 from 6,159
Change+164 (+3%)
Value$5.8M (-$4.7K)
Filed 2026-10-19
First Interstate Bank
DECREASED
Shares6,296 from 6,399
Change-103 (-2%)
Value$5.7M (-$254.6K)
Filed 2026-10-23
Chicago Trust Co NA
INCREASED
Shares6,294 from 5,121
Change+1,173 (+23%)
Value$5.7M (+$939.1K)
Filed 2026-10-28
Regatta Capital Group, LLC
INCREASED
Shares6,291 from 6,155
Change+136 (+2%)
Value$5.7M (-$30.3K)
Filed 2026-10-23
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares6,251 from 5,195
Change+1,056 (+20%)
Value$5.7M (+$830.7K)
Filed 2026-11-04
LaFleur & Godfrey LLC
INCREASED
Shares6,231 from 369
Change+5,862 (+1589%)
Value$5.7M (+$5.3M)
Filed 2026-10-27
Frank, Rimerman Advisors LLC
DECREASED
Shares6,231 from 8,149
Change-1,918 (-24%)
Value$5.7M (-$2.0M)
Filed 2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares6,220 from 6,219
Change+1 (+0%)
Value$6.2M (+$419.6K)
Filed 2026-10-21
Principle Wealth Partners LLC
DECREASED
Shares6,180 from 6,246
Change-66 (-1%)
Value$5.6M (-$216.3K)
Filed 2026-11-02
Mattern Wealth Management LLC
DECREASED
Shares6,161 from 6,258
Change-97 (-2%)
Value$5.6M (-$246.2K)
Filed 2026-11-04
Stenger Family Office, LLC
DECREASED
Shares6,151 from 8,048
Change-1,897 (-24%)
Value$5.9M (-$1.7M)
Filed 2026-10-22
Balboa Wealth Partners
INCREASED
Shares6,142 from 6,037
Change+105 (+2%)
Value$5.6M (-$56.1K)
Filed 2026-10-20
Parisi Gray Wealth Management
DECREASED
Shares6,133 from 6,562
Change-429 (-7%)
Value$5.6M (-$555.5K)
Filed 2026-10-16
BNC Wealth Management, LLC
INCREASED
Shares6,120 from 6,062
Change+58 (+1%)
Value$5.6M (-$99.2K)
Filed 2026-10-19
Capital Advisors Wealth Management, LLC
DECREASED
Shares6,114 from 6,139
Change-25 (0%)
Value$5.6M (-$176.9K)
Filed 2026-10-09
Sweeney & Michel, LLC
INCREASED
Shares6,081 from 5,910
Change+171 (+3%)
Value$5.5M (-$65.7K)
Filed 2026-10-16
Annex Advisory Services, LLC
DECREASED
Shares6,071 from 38,700
Change-32,629 (-84%)
Value$5.5M (-$30.7M)
Filed 2026-10-16
Fort Washington Investment Advisors Inc
DECREASED
Shares6,069 from 6,344
Change-275 (-4%)
Value$5.5M (-$409.8K)
Filed 2026-10-15
Duncker Streett & Co Inc
INCREASED
Shares6,019 from 6,005
Change+14 (+0%)
Value$5.5M (-$138.1K)
Filed 2026-10-27
Marathon Wealth Advisors LLC
INCREASED
Shares5,996 from 5,858
Change+138 (+2%)
Value$5.5M (-$22.2K)
Filed 2026-11-04
SevenBridge Financial Group, LLC
INCREASED
Shares5,985 from 5,365
Change+620 (+12%)
Value$6.0M (+$868.0K)
Filed 2026-10-26
Cordatus Wealth Management LLC
DECREASED
Shares5,935 from 6,042
Change-107 (-2%)
Value$5.4M (-$249.2K)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares5,926 from 6,160
Change-234 (-4%)
Value$5.4M (-$367.7K)
Filed 2026-10-13
International Private Wealth Advisors LLC
INCREASED
Shares5,916 from 4,452
Change+1,464 (+33%)
Value$5.4M (+$1.2M)
Filed 2026-11-05
Oak Asset Management, LLC
INCREASED
Shares5,891 from 5,774
Change+117 (+2%)
Value$5.4M (-$38.6K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
INCREASED
Shares5,860 from 4,146
Change+1,714 (+41%)
Value$5.4M (+$1.5M)
Filed 2026-10-22
Leisure Capital Management
DECREASED
Shares5,829 from 6,229
Change-400 (-6%)
Value$5.3M (-$520.7K)
Filed 2026-11-03
Agur Provident & Training Funds Management LTD
UNCHANGED
Shares5,815 from 5,815
Change0 (0%)
Value$52.9K (+$1.8K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares5,691 from 5,723
Change-32 (-1%)
Value$5.3M (-$28.3K)
Filed 2026-10-21
MV Capital Management, Inc.
INCREASED
Shares5,664 from 4,730
Change+934 (+20%)
Value$5.2M (+$731.4K)
Filed 2026-10-29
Aviso Wealth Management
INCREASED
Shares5,663 from 5,358
Change+305 (+6%)
Value$5.2M (+$143.0K)
Filed 2026-11-04
Galvin, Gaustad & Stein, LLC
DECREASED
Shares5,655 from 6,083
Change-428 (-7%)
Value$5.1M (-$541.9K)
Filed 2026-10-08
Sava Infond d.o.o.
DECREASED
Shares5,650 from 6,150
Change-500 (-8%)
Value$5.1M (-$609.7K)
Filed 2026-10-28
Somerset Trust Co
INCREASED
Shares5,631 from 5,596
Change+35 (+1%)
Value$5.1M (-$108.8K)
Filed 2026-10-13
Etesian Wealth Advisors, Inc.
DECREASED
Shares5,629 from 5,631
Change-2 (0%)
Value$5.1M (-$143.3K)
Filed 2026-10-27
Alessandra Capital Management, LLC
INCREASED
Shares5,614 from 4,896
Change+718 (+15%)
Value$5.1M (+$530.6K)
Filed 2026-10-30
New Hampshire Trust
DECREASED
Shares5,591 from 5,594
Change-3 (0%)
Value$5.1M (-$143.3K)
Filed 2026-10-20
Clean Yield Group
INCREASED
Shares5,584 from 5,562
Change+22 (+0%)
Value$5.1M (-$119.7K)
Filed 2026-10-28
ICW Investment Advisors LLC
DECREASED
Shares5,570 from 5,633
Change-63 (-1%)
Value$5.1M (-$198.0K)
Filed 2026-10-27
Prosperitas Financial LLC
INCREASED
Shares5,568 from 4,846
Change+722 (+15%)
Value$5.1M (+$536.0K)
Filed 2026-10-28
Family Legacy, Inc.
INCREASED
Shares5,567 from 5,540
Change+27 (+0%)
Value$5.1M (-$114.6K)
Filed 2026-10-13
Alhambra Investment Management LLC
DECREASED
Shares5,558 from 5,681
Change-123 (-2%)
Value$5.1M (-$254.7K)
Filed 2026-10-15
Allen Investment Management, LLC
INCREASED
Shares5,556 from 5,490
Change+66 (+1%)
Value$5.1M (-$77.9K)
Filed 2026-11-03
Aprio Wealth Management, LLC
DECREASED
Shares5,554 from 5,724
Change-170 (-3%)
Value$5.1M (-$298.4K)
Filed 2026-10-28
Tctc Holdings, LLC
DECREASED
Shares5,547 from 5,551
Change-4 (0%)
Value$5.0M (-$143.1K)
Filed 2026-11-02
Resonant Capital Advisors, LLC
INCREASED
Shares5,541 from 5,410
Change+131 (+2%)
Value$5.0M (-$16.7K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares5,538 from 5,765
Change-227 (-4%)
Value$5.0M (-$351.5K)
Filed 2026-10-20
Harold Davidson & Associates Inc.
DECREASED
Shares5,528 from 5,567
Change-39 (-1%)
Value$5.0M (-$175.2K)
Filed 2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED
Shares5,525 from 5,331
Change+194 (+4%)
Value$5.0M (+$42.6K)
Filed 2026-10-19
Northcape Wealth Management, LLC
DECREASED
Shares5,515 from 6,205
Change-690 (-11%)
Value$5.0M (-$783.6K)
Filed 2026-11-04
Linscomb Wealth, Inc.
INCREASED
Shares5,515 from 5,489
Change+26 (+0%)
Value$5.0M (-$114.6K)
Filed 2026-11-05
Cohen Capital Management, Inc.
UNCHANGED
Shares5,511 from 5,511
Change0 (0%)
Value$5.0M (-$138.5K)
Filed 2026-10-14
Snider Financial Group
INCREASED
Shares5,507 from 5,169
Change+338 (+7%)
Value$5.0M (+$177.7K)
Filed 2026-10-16
Left Brain Wealth Management, LLC
DECREASED
Shares5,502 from 5,579
Change-77 (-1%)
Value$5.0M (-$210.3K)
Filed 2026-10-28
Kathmere Capital Management, LLC
DECREASED
Shares5,489 from 5,750
Change-261 (-5%)
Value$5.0M (-$381.9K)
Filed 2026-10-20
Ascent Wealth Partners, LLC
INCREASED
Shares5,485 from 5,451
Change+34 (+1%)
Value$5.0M (-$106.0K)
Filed 2026-10-23
Valicenti Advisory Services Inc
INCREASED
Shares5,484 from 5,389
Change+95 (+2%)
Value$5.0M (-$49.0K)
Filed 2026-10-23
Mirador Capital Partners LP
INCREASED
Shares5,476 from 5,366
Change+110 (+2%)
Value$5.0M (-$35.3K)
Filed 2026-10-09
Pine Haven Investment Counsel, Inc
INCREASED
Shares5,476 from 5,474
Change+2 (+0%)
Value$5.0M (-$135.7K)
Filed 2026-11-02
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares5,453 from 4,820
Change+633 (+13%)
Value$5.0M (+$455.1K)
Filed 2026-10-09
Curtis Advisory Group, LLC
INCREASED
Shares5,424 from 5,317
Change+107 (+2%)
Value$4.9M (-$36.2K)
Filed 2026-10-28
William Allan Corp
DECREASED
Shares5,403 from 5,417
Change-14 (0%)
Value$4.9M (-$148.9K)
Filed 2026-10-14
Parcion Private Wealth LLC
DECREASED
Shares5,397 from 5,490
Change-93 (-2%)
Value$4.9M (-$222.4K)
Filed 2026-10-28
Roberts Wealth Advisors, LLC
INCREASED
Shares5,392 from 5,205
Change+187 (+4%)
Value$4.9M (+$39.4K)
Filed 2026-10-14
WD Rutherford LLC
DECREASED
Shares5,389 from 5,659
Change-270 (-5%)
Value$4.9M (-$388.0K)
Filed 2026-10-26
Baxter Bros Inc
DECREASED
Shares5,387 from 5,399
Change-12 (0%)
Value$4.9M (-$146.6K)
Filed 2026-11-04
Brady Family Wealth, LLC
INCREASED
Shares5,381 from 5,153
Change+228 (+4%)
Value$4.9M (+$78.1K)
Filed 2026-11-02
Bank of New Hampshire
DECREASED
Shares5,371 from 5,435
Change-64 (-1%)
Value$4.9M (-$194.8K)
Filed 2026-10-06
True Private Wealth Advisors
DECREASED
Shares5,357 from 5,562
Change-205 (-4%)
Value$4.9M (-$326.3K)
Filed 2026-10-19
Jericho Financial, LLP
INCREASED
Shares5,338 from 5,218
Change+120 (+2%)
Value$4.9M (-$22.1K)
Filed 2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares5,329 from 5,329
Change0 (0%)
Value$5.0M ($0)
Filed 2026-10-15
Csenge Advisory Group
DECREASED
Shares5,319 from 5,476
Change-157 (-3%)
Value$4.8M (-$280.3K)
Filed 2026-11-04
Mccarter Private Wealth Services LLC
DECREASED
Shares5,310 from 5,322
Change-12 (0%)
Value$4.8M (-$144.7K)
Filed 2026-10-22
Moody National Bank Trust Division
INCREASED
Shares5,306 from 4,198
Change+1,108 (+26%)
Value$4.8M (+$903.2K)
Filed 2026-10-06
Fideuram Asset Management (Ireland) dac
DECREASED
Shares5,304 from 9,942
Change-4,638 (-47%)
Value$4.9M (-$4.9M)
Filed 2026-10-29
Stillwater Wealth Management Group
DECREASED
Shares5,304 from 5,357
Change-53 (-1%)
Value$4.8M (-$182.9K)
Filed 2026-10-21
Argentarii, LLC
DECREASED
Shares5,292 from 5,301
Change-9 (0%)
Value$4.8M (-$188.3K)
Filed 2026-10-28
Romano Brothers and Company
INCREASED
Shares5,273 from 5,270
Change+3 (+0%)
Value$4.8M (-$129.7K)
Filed 2026-10-22
Weaver Capital Management LLC
DECREASED
Shares5,235 from 5,431
Change-196 (-4%)
Value$4.8M (-$645.9K)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares5,224 from 5,117
Change+107 (+2%)
Value$4.8M (-$30.1K)
Filed 2026-10-08
S.A. Mason LLC
INCREASED
Shares5,219 from 5,218
Change+1 (+0%)
Value$4.8M (-$130.0K)
Filed 2026-10-13
Aaron Wealth Advisors LLC
DECREASED
Shares5,215 from 5,329
Change-114 (-2%)
Value$4.7M (-$237.7K)
Filed 2026-10-13
Morguard Lincluden Global Investments Ltd
DECREASED
Shares5,209 from 5,345
Change-136 (-3%)
Value$4.7M (-$258.0K)
Filed 2026-10-28
Lebenthal Global Advisors, LLC
INCREASED
Shares5,171 from 4,750
Change+421 (+9%)
Value$4.7M (+$264.2K)
Filed 2026-10-28
Tritonpoint Wealth, LLC
DECREASED
Shares5,145 from 5,312
Change-167 (-3%)
Value$4.7M (-$285.5K)
Filed 2026-10-19
Midwest Professional Planners, Ltd.
DECREASED
Shares5,119 from 5,604
Change-485 (-9%)
Value$4.7M (-$582.6K)
Filed 2026-10-29
Apella Capital, LLC
INCREASED
Shares5,096 from 4,501
Change+595 (+13%)
Value$4.8M (+$536.3K)
Filed 2026-10-08
Schear Investment Advisers, LLC
INCREASED
Shares5,093 from 4,755
Change+338 (+7%)
Value$4.6M (+$188.1K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares5,093 from 4,912
Change+181 (+4%)
Value$4.6M (+$41.2K)
Filed 2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED
Shares5,085 from 3,763
Change+1,322 (+35%)
Value$4.6M (+$1.1M)
Filed 2026-10-15
Inlet Private Wealth, LLC
UNCHANGED
Shares5,080 from 5,080
Change0 (0%)
Value$4.6M (-$127.7K)
Filed 2026-10-21
Nvwm, LLC
INCREASED
Shares5,079 from 4,876
Change+203 (+4%)
Value$4.6M (+$61.9K)
Filed 2026-10-14
Eley Financial Management, Inc
INCREASED
Shares5,079 from 5,062
Change+17 (+0%)
Value$4.6M (-$111.7K)
Filed 2026-11-03
AM Investment Strategies LLC
INCREASED
Shares5,071 from 3,360
Change+1,711 (+51%)
Value$4.6M (+$1.5M)
Filed 2026-11-05
Masterinvest Kapitalanlage GmbH
DECREASED
Shares5,036 from 5,212
Change-176 (-3%)
Value$4.6M (-$291.2K)
Filed 2026-11-03
Fruth Investment Management
UNCHANGED
Shares5,025 from 5,025
Change0 (0%)
Value$4.6M (-$126.0K)
Filed 2026-10-13
Harrington Investments, Inc
DECREASED
Shares5,021 from 5,084
Change-63 (-1%)
Value$4.6M (-$185.1K)
Filed 2026-10-14
Processus Wealth & Capital Management, LLC
INCREASED
Shares5,007 from 5,006
Change+1 (+0%)
Value$4.6M (-$125.7K)
Filed 2026-10-16
Columbia Bank
INCREASED
Shares4,952 from 4,342
Change+610 (+14%)
Value$4.5M (+$446.2K)
Filed 2026-10-29
Greenfield Savings Bank
DECREASED
Shares4,948 from 4,960
Change-12 (0%)
Value$4.5M (-$135.6K)
Filed 2026-10-07
Stanley-Laman Group, Ltd.
DECREASED
Shares4,940 from 5,135
Change-195 (-4%)
Value$4.5M (-$306.5K)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares4,926 from 4,624
Change+302 (+7%)
Value$4.5M (+$158.7K)
Filed 2026-10-22
Investment Research & Advisory Group, Inc.
DECREASED
Shares4,920 from 4,937
Change-17 (0%)
Value$4.5M (-$143.5K)
Filed 2026-10-19
Compass Financial Management LLC
INCREASED
Shares4,896 from 4,787
Change+109 (+2%)
Value$4.5M (-$44.8K)
Filed 2026-10-30
Moneco Advisors, LLC
INCREASED
Shares4,855 from 4,746
Change+109 (+2%)
Value$4.4M (-$19.6K)
Filed 2026-11-05
Ceera Investments, LLC
DECREASED
Shares4,853 from 4,879
Change-26 (-1%)
Value$4.4M (-$146.3K)
Filed 2026-11-02
Gryphon Financial Partners LLC
DECREASED
Shares4,835 from 5,093
Change-258 (-5%)
Value$4.4M (-$362.7K)
Filed 2026-11-04
Atlas Brown,Inc.
DECREASED
Shares4,830 from 4,831
Change-1 (0%)
Value$4.4M (-$122.7K)
Filed 2026-10-09
RW Investment Management LLC
INCREASED
Shares4,826 from 4,795
Change+31 (+1%)
Value$4.4M (-$92.3K)
Filed 2026-11-03
First Business Financial Services, Inc.
INCREASED
Shares4,803 from 4,723
Change+80 (+2%)
Value$4.4M (-$45.9K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
DECREASED
Shares4,770 from 4,777
Change-7 (0%)
Value$4.3M (-$126.8K)
Filed 2026-10-26
Robbins Farley
INCREASED
Shares4,768 from 4,634
Change+134 (+3%)
Value$4.3M (+$5.5K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares4,754 from 4,806
Change-52 (-1%)
Value$4.3M (-$167.9K)
Filed 2026-11-04
Sovran Advisors, LLC
DECREASED
Shares4,750 from 4,821
Change-71 (-1%)
Value$4.7M (+$72.2K)
Filed 2026-11-02
Ashurst Perkins Coie Trust Co
DECREASED
Shares4,747 from 4,754
Change-7 (0%)
Value$4.3M (-$125.8K)
Filed 2026-10-15
Huntleigh Advisors, Inc.
DECREASED
Shares4,733 from 4,874
Change-141 (-3%)
Value$4.3M (-$250.8K)
Filed 2026-11-03
Benin Management Corp
UNCHANGED
Shares4,730 from 4,730
Change0 (0%)
Value$4.3M (-$118.9K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
DECREASED
Shares4,726 from 5,777
Change-1,051 (-18%)
Value$4.3M (-$1.1M)
Filed 2026-11-04
HWG Holdings LP
DECREASED
Shares4,703 from 5,491
Change-788 (-14%)
Value$4.3M (-$855.3K)
Filed 2026-10-08
WBH Advisory Inc
DECREASED
Shares4,697 from 4,740
Change-43 (-1%)
Value$4.3M (-$158.1K)
Filed 2026-11-05
TBH Global Asset Management, LLC
DECREASED
Shares4,692 from 4,795
Change-103 (-2%)
Value$4.3M (-$214.7K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares4,682 from 5,202
Change-520 (-10%)
Value$4.3M (-$604.1K)
Filed 2026-10-07
Blodgett Wealth Advisors, LLC
DECREASED
Shares4,668 from 4,693
Change-25 (-1%)
Value$4.2M (-$140.7K)
Filed 2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED
Shares4,665 from 4,257
Change+408 (+10%)
Value$4.2M (+$264.3K)
Filed 2026-10-29
Encompass Wealth Advisors, LLC
INCREASED
Shares4,660 from 2,322
Change+2,338 (+101%)
Value$4.2M (+$2.1M)
Filed 2026-10-15
Freedom Day Solutions, LLC
INCREASED
Shares4,642 from 4,540
Change+102 (+2%)
Value$4.2M (-$21.2K)
Filed 2026-10-20
Park State Asset Management
DECREASED
Shares4,633 from 5,000
Change-367 (-7%)
Value$4.2M (-$459.7K)
Filed 2026-11-02
Fairvoy Private Wealth, LLC
INCREASED
Shares4,628 from 4,617
Change+11 (+0%)
Value$4.2M (-$105.5K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED
Shares4,592 from 4,218
Change+374 (+9%)
Value$4.2M (+$234.0K)
Filed 2026-10-08
First Bank & Trust
DECREASED
Shares4,577 from 6,210
Change-1,633 (-26%)
Value$4.2M (-$1.6M)
Filed 2026-10-19
Grandfield & Dodd, LLC
DECREASED
Shares4,569 from 4,758
Change-189 (-4%)
Value$4.2M (-$291.6K)
Filed 2026-10-29
Hartline Investment Corp/
DECREASED
Shares4,563 from 9,327
Change-4,764 (-51%)
Value$4.2M (-$4.6M)
Filed 2026-10-29
Praxis Investment Management Inc
DECREASED
Shares4,563 from 5,954
Change-1,391 (-23%)
Value$4.2M (-$1.4M)
Filed 2026-11-03
First Pacific Financial
DECREASED
Shares4,558 from 5,849
Change-1,291 (-22%)
Value$4.1M (-$1.3M)
Filed 2026-10-14
Martin Capital Advisors, LLP
DECREASED
Shares4,537 from 4,608
Change-71 (-2%)
Value$4.1M (-$180.4K)
Filed 2026-10-15
Equitable Trust Co
INCREASED
Shares4,530 from 4,266
Change+264 (+6%)
Value$4.1M (+$133.1K)
Filed 2026-10-13
Burney Co/
DECREASED
Shares4,516 from 7,937
Change-3,421 (-43%)
Value$4.1M (-$3.3M)
Filed 2026-10-15
Blume Capital Management, Inc.
DECREASED
Shares4,498 from 4,540
Change-42 (-1%)
Value$4.1M (-$152.3K)
Filed 2026-10-26
IPG Investment Advisors LLC
INCREASED
Shares4,478 from 3,975
Change+503 (+13%)
Value$4.1M (+$358.0K)
Filed 2026-10-30
West Branch Capital LLC
INCREASED
Shares4,475 from 4,329
Change+146 (+3%)
Value$4.1M (+$24.2K)
Filed 2026-10-20
JGP Wealth Management, LLC
INCREASED
Shares4,462 from 4,249
Change+213 (+5%)
Value$4.1M (+$87.3K)
Filed 2026-10-13
PW Nova Financial Services LLC
DECREASED
Shares4,457 from 4,890
Change-433 (-9%)
Value$4.1M (-$517.0K)
Filed 2026-10-15
Norway Savings Bank
INCREASED
Shares4,453 from 4,318
Change+135 (+3%)
Value$4.1M (+$14.4K)
Filed 2026-10-20
Garde Capital, Inc.
INCREASED
Shares4,444 from 4,213
Change+231 (+5%)
Value$4.0M (+$104.0K)
Filed 2026-10-29
AMG National Trust Bank
DECREASED
Shares4,440 from 4,590
Change-150 (-3%)
Value$4.0M (-$251.6K)
Filed 2026-11-05
Leibman Financial Services, Inc.
INCREASED
Shares4,434 from 2,514
Change+1,920 (+76%)
Value$4.0M (+$1.7M)
Filed 2026-10-13
Fire Capital Management LLC
INCREASED
Shares4,427 from 2,170
Change+2,257 (+104%)
Value$4.0M (+$2.0M)
Filed 2026-10-27
111 Capital
INCREASED
Shares4,412 from 3,594
Change+818 (+23%)
Value$4.0M (+$654.3K)
Filed 2026-11-03
Strategic Advisors LLC
INCREASED
Shares4,411 from 4,302
Change+109 (+3%)
Value$4.0M (-$9.7K)
Filed 2026-10-13
RED Cedar Investment Management, LLC
UNCHANGED
Shares4,399 from 4,399
Change0 (0%)
Value$4.0M (-$110.5K)
Filed 2026-11-04
Asset Dedication, LLC
DECREASED
Shares4,386 from 4,407
Change-21 (0%)
Value$4.0M (-$129.8K)
Filed 2026-11-03
J. Derek Lewis & Associates Inc.
INCREASED
Shares4,386 from 4,369
Change+17 (+0%)
Value$4.0M (-$94.0K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
INCREASED
Shares4,377 from 3,083
Change+1,294 (+42%)
Value$4.0M (+$912.5K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares4,369 from 5,668
Change-1,299 (-23%)
Value$4.0M (-$1.3M)
Filed 2026-10-28
Sheets Smith Wealth Management
DECREASED
Shares4,360 from 4,502
Change-142 (-3%)
Value$4.0M (-$242.8K)
Filed 2026-10-16
RDA Financial Network
INCREASED
Shares4,358 from 4,322
Change+36 (+1%)
Value$4.0M (-$76.0K)
Filed 2026-10-15
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares4,343 from 4,946
Change-603 (-12%)
Value$4.0M (-$673.2K)
Filed 2026-11-03
Gibbs Wealth Management
INCREASED
Shares4,315 from 3,872
Change+443 (+11%)
Value$3.9M (+$306.0K)
Filed 2026-10-22
Norden Group LLC
DECREASED
Shares4,284 from 5,437
Change-1,153 (-21%)
Value$3.9M (-$1.2M)
Filed 2026-10-20
Ignite Planners, LLC
DECREASED
Shares4,261 from 4,421
Change-160 (-4%)
Value$3.9M (-$257.1K)
Filed 2026-10-14
Spirit of America Management Corp
DECREASED
Shares4,256 from 4,481
Change-225 (-5%)
Value$3.9M (-$317.4K)
Filed 2026-10-14
Knights of Columbus Asset Advisors LLC
DECREASED
Shares4,254 from 4,330
Change-76 (-2%)
Value$3.9M (-$178.0K)
Filed 2026-11-05
Argus Investors' Counsel, Inc.
INCREASED
Shares4,252 from 4,244
Change+8 (+0%)
Value$3.9M (-$99.4K)
Filed 2026-10-09
Aire Advisors, LLC
DECREASED
Shares4,241 from 4,250
Change-9 (0%)
Value$3.9M (-$115.6K)
Filed 2026-10-22
Everhart Financial Group, Inc.
DECREASED
Shares4,232 from 4,697
Change-465 (-10%)
Value$3.9M (-$542.1K)
Filed 2026-10-08
Strong Tower Advisory Services
INCREASED
Shares4,225 from 4,050
Change+175 (+4%)
Value$3.8M (+$57.6K)
Filed 2026-10-13
Viewpoint Investment Partners Corp
DECREASED
Shares4,224 from 4,430
Change-206 (-5%)
Value$4.1M (-$315.7K)
Filed 2026-10-26
Able Financial Group, LLC
DECREASED
Shares4,224 from 4,277
Change-53 (-1%)
Value$3.8M (-$155.8K)
Filed 2026-10-14
Prairie Advisory, LLC
INCREASED
Shares4,216 from 2,118
Change+2,098 (+99%)
Value$3.8M (+$1.9M)
Filed 2026-10-19
Finivi Inc.
INCREASED
Shares4,213 from 4,128
Change+85 (+2%)
Value$3.8M (-$26.1K)
Filed 2026-10-13
W.H. Cornerstone Investments Inc.
DECREASED
Shares4,183 from 4,258
Change-75 (-2%)
Value$3.8M (-$175.0K)
Filed 2026-11-03
Cigna Investments Inc
DECREASED
Shares4,154 from 4,193
Change-39 (-1%)
Value$3.8M (-$142.0K)
Filed 2026-10-19
Ebert Capital Management Inc.
DECREASED
Shares4,143 from 4,180
Change-37 (-1%)
Value$3.8M (-$138.7K)
Filed 2026-10-08
Jackson Square Capital, LLC
DECREASED
Shares4,133 from 6,908
Change-2,775 (-40%)
Value$3.8M (-$2.7M)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,118 from 3,243
Change+875 (+27%)
Value$3.7M (+$715.1K)
Filed 2026-10-13
Cairn Investment Group, Inc.
UNCHANGED
Shares4,111 from 4,111
Change0 (0%)
Value$3.7M (-$104.0K)
Filed 2026-11-04
Columbia Asset Management
DECREASED
Shares4,108 from 4,353
Change-245 (-6%)
Value$3.7M (-$332.3K)
Filed 2026-10-19
Davidson Trust Co
DECREASED
Shares4,101 from 4,371
Change-270 (-6%)
Value$3.7M (-$355.6K)
Filed 2026-10-09
Cooper Financial Group
DECREASED
Shares4,096 from 4,208
Change-112 (-3%)
Value$3.7M (-$208.0K)
Filed 2026-10-07
Berbice Capital Management LLC
DECREASED
Shares4,080 from 4,085
Change-5 (0%)
Value$3.7M (-$107.2K)
Filed 2026-10-13
Covenant Asset Management, LLC
DECREASED
Shares4,071 from 4,166
Change-95 (-2%)
Value$3.7M (-$191.2K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares4,058 from 2,945
Change+1,113 (+38%)
Value$3.7M (+$941.6K)
Filed 2026-10-30
Carret Asset Management, LLC
INCREASED
Shares4,055 from 4,053
Change+2 (+0%)
Value$3.7M (-$100.0K)
Filed 2026-11-04
Sepio Capital, LP
DECREASED
Shares4,051 from 5,396
Change-1,345 (-25%)
Value$3.7M (-$1.4M)
Filed 2026-10-22
Deuterium Capital Management, LLC
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$3.7M (-$101.8K)
Filed 2026-11-04
Compton Wealth Advisory Group, LLC
DECREASED
Shares4,043 from 4,048
Change-5 (0%)
Value$3.7M (-$43.9K)
Filed 2026-10-13
Reflection Asset Management
INCREASED
Shares4,027 from 3,383
Change+644 (+19%)
Value$3.7M (+$501.2K)
Filed 2026-10-28
Aries Wealth Management
DECREASED
Shares4,020 from 4,025
Change-5 (0%)
Value$3.7M (-$105.7K)
Filed 2026-10-23
Investment Partners, Ltd.
INCREASED
Shares4,018 from 2,098
Change+1,920 (+92%)
Value$3.7M (+$1.7M)
Filed 2026-10-29
PDS Planning, Inc
DECREASED
Shares4,016 from 4,086
Change-70 (-2%)
Value$3.7M (-$166.8K)
Filed 2026-11-03
Nautilus Advisors LLC
INCREASED
Shares4,001 from 3,645
Change+356 (+10%)
Value$3.6M (+$302.8K)
Filed 2026-10-07
Premier Path Wealth Partners, LLC
DECREASED
Shares3,991 from 4,095
Change-104 (-3%)
Value$3.6M (-$198.2K)
Filed 2026-10-16
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares3,987 from 4,009
Change-22 (-1%)
Value$3.6M (-$120.6K)
Filed 2026-10-14
Harfst & Associates, Inc.
INCREASED
Shares3,984 from 3,934
Change+50 (+1%)
Value$3.6M (-$53.2K)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares3,978 from 4,268
Change-290 (-7%)
Value$3.6M (-$371.2K)
Filed 2026-11-04
Gallagher Capital Advisors, LLC
DECREASED
Shares3,976 from 4,024
Change-48 (-1%)
Value$3.6M (-$144.6K)
Filed 2026-10-09
Jacobi Capital Management LLC
DECREASED
Shares3,966 from 3,982
Change-16 (0%)
Value$3.6M (-$114.0K)
Filed 2026-11-05
Grey Ledge Advisors, LLC
DECREASED
Shares3,959 from 4,119
Change-160 (-4%)
Value$3.6M (-$249.6K)
Filed 2026-11-02
Ninety One SA (PTY) Ltd
DECREASED
Shares3,957 from 4,057
Change-100 (-2%)
Value$3.6M (-$178.0K)
Filed 2026-10-15
Golden State Wealth Management, LLC
DECREASED
Shares3,953 from 3,995
Change-42 (-1%)
Value$3.6M (-$139.3K)
Filed 2026-11-02
Bochk Asset Management Ltd
INCREASED
Shares3,950 from 2,600
Change+1,350 (+52%)
Value$3.6M (+$1.2M)
Filed 2026-10-29
Trail Ridge Investment Advisors, LLC
INCREASED
Shares3,949 from 3,935
Change+14 (+0%)
Value$3.6M (-$86.1K)
Filed 2026-10-16
Nicholas Hoffman & Company, Llc.
DECREASED
Shares3,945 from 3,968
Change-23 (-1%)
Value$3.6M (-$120.4K)
Filed 2026-10-30
Warm Springs Advisors Inc.
INCREASED
Shares3,926 from 3,899
Change+27 (+1%)
Value$3.6M (-$73.4K)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares3,918 from 3,831
Change+87 (+2%)
Value$3.6M (-$16.7K)
Filed 2026-10-19
Ellsworth Advisors, LLC
INCREASED
Shares3,914 from 3,636
Change+278 (+8%)
Value$3.6M (+$230.6K)
Filed 2026-10-15
TriaGen Wealth Management LLC
DECREASED
Shares3,909 from 3,929
Change-20 (-1%)
Value$3.6M (-$116.9K)
Filed 2026-10-14
Platform Technology Partners
INCREASED
Shares3,891 from 3,821
Change+70 (+2%)
Value$3.5M (-$32.6K)
Filed 2026-11-02
DeDora Capital, Inc.
DECREASED
Shares3,874 from 4,362
Change-488 (-11%)
Value$3.5M (-$553.6K)
Filed 2026-10-26
MTM Investment Management, LLC
DECREASED
Shares3,872 from 3,874
Change-2 (0%)
Value$3.5M (-$99.0K)
Filed 2026-10-30
Lynch Asset Management, Inc.
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$3.5M (-$96.8K)
Filed 2026-10-28
BIP Wealth, LLC
INCREASED
Shares3,842 from 3,644
Change+198 (+5%)
Value$3.5M (+$89.0K)
Filed 2026-10-22
WT Wealth Management
DECREASED
Shares3,832 from 4,227
Change-395 (-9%)
Value$3.5M (-$465.7K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares3,829 from 3,843
Change-14 (0%)
Value$3.5M (-$109.3K)
Filed 2026-10-23
Nfsg Corp
INCREASED
Shares3,811 from 3,725
Change+86 (+2%)
Value$3.5M (-$15.0K)
Filed 2026-10-15
Jessup Wealth Management, Inc
DECREASED
Shares3,803 from 10,786
Change-6,983 (-65%)
Value$3.5M (-$6.6M)
Filed 2026-10-20
Ironwood Financial, llc
DECREASED
Shares3,771 from 3,780
Change-9 (0%)
Value$3.4M (-$69.0K)
Filed 2026-10-20
Capital Asset Advisory Services LLC
DECREASED
Shares3,767 from 7,364
Change-3,597 (-49%)
Value$3.8M (-$3.1M)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
DECREASED
Shares3,762 from 3,783
Change-21 (-1%)
Value$3.4M (-$113.9K)
Filed 2026-11-02
Aviance Capital Partners, LLC
INCREASED
Shares3,744 from 3,742
Change+2 (+0%)
Value$3.4M (-$92.2K)
Filed 2026-10-29
Perpetual Ltd
INCREASED
Shares3,734 from 2,328
Change+1,406 (+60%)
Value$3.4M (+$1.2M)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares3,731 from 3,493
Change+238 (+7%)
Value$3.6M (+$260.6K)
Filed 2026-10-13
James Investment Research, Inc.
DECREASED
Shares3,721 from 3,831
Change-110 (-3%)
Value$3.4M (-$196.4K)
Filed 2026-10-22
Elyxium Wealth, LLC
DECREASED
Shares3,716 from 3,769
Change-53 (-1%)
Value$3.4M (-$142.9K)
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares3,711 from 4,113
Change-402 (-10%)
Value$3.4M (-$469.0K)
Filed 2026-11-04
Polaris Financial Partners
NEW
Shares3,705
Change+3,705
Value$3.4K
Filed 2026-10-02
Whitener Capital Management, Inc.
DECREASED
Shares3,704 from 3,752
Change-48 (-1%)
Value$3.4M (-$138.0K)
Filed 2026-10-15
Pathway Wealth Management LLC
DECREASED
Shares3,685 from 3,690
Change-5 (0%)
Value$3.4M (-$97.3K)
Filed 2026-10-19
Diversified Enterprises, LLC
INCREASED
Shares3,676 from 3,644
Change+32 (+1%)
Value$3.3M (-$62.4K)
Filed 2026-10-19
Ballast, Inc.
INCREASED
Shares3,668 from 3,501
Change+167 (+5%)
Value$3.3M (+$64.0K)
Filed 2026-10-20
Douglas Lane & Associates, LLC
DECREASED
Shares3,661 from 4,053
Change-392 (-10%)
Value$3.3M (-$458.7K)
Filed 2026-10-09
Prosperity Financial Group, Inc.
INCREASED
Shares3,644 from 3,479
Change+165 (+5%)
Value$3.3M (+$63.3K)
Filed 2026-10-29
Hager Investment Management Services, LLC
DECREASED
Shares3,632 from 3,670
Change-38 (-1%)
Value$3.3M (-$126.7K)
Filed 2026-11-04
RMR Capital Management, LLC
UNCHANGED
Shares3,627 from 3,627
Change0 (0%)
Value$3.3M (-$91.1K)
Filed 2026-10-23
Werlinich Asset Management, LLC
UNCHANGED
Shares3,624 from 3,624
Change0 (0%)
Value$3.3M (-$91.1K)
Filed 2026-10-09
NTV Asset Management LLC
DECREASED
Shares3,613 from 3,716
Change-103 (-3%)
Value$3.3M (-$187.1K)
Filed 2026-10-23
Enhancing Capital LLC
INCREASED
Shares3,608 from 3,606
Change+2 (+0%)
Value$3.3M (-$88.8K)
Filed 2026-10-26
Capital Planning LLC
DECREASED
Shares3,605 from 3,612
Change-7 (0%)
Value$3.3M (-$97.1K)
Filed 2026-10-09
Cornerstone Planning, LLC
INCREASED
Shares3,598 from 3,576
Change+22 (+1%)
Value$3.3M (-$7.2K)
Filed 2026-10-27
Lewis Asset Management, LLC
INCREASED
Shares3,555 from 3,408
Change+147 (+4%)
Value$3.2M (+$48.9K)
Filed 2026-10-14
Northside Capital Management, LLC
INCREASED
Shares3,552 from 3,479
Change+73 (+2%)
Value$3.2M (-$21.0K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares3,531 from 1,792
Change+1,739 (+97%)
Value$3.2M (+$1.5M)
Filed 2026-10-13
AlphaStar Capital Management, LLC
INCREASED
Shares3,525 from 2,870
Change+655 (+23%)
Value$3.2M (+$523.6K)
Filed 2026-10-16
Arjuna Capital
DECREASED
Shares3,520 from 3,584
Change-64 (-2%)
Value$3.2M (-$148.3K)
Filed 2026-11-03
Vestor Capital, LLC
INCREASED
Shares3,510 from 646
Change+2,864 (+443%)
Value$300 (+$140)
Filed 2026-11-04
Shepherd Financial Partners LLC
UNCHANGED
Shares3,501 from 3,501
Change0 (0%)
Value$3.2M (-$87.6K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,499 from 3,571
Change-72 (-2%)
Value$3.2M (-$155.3K)
Filed 2026-10-16
Oxler Private Wealth LLC
DECREASED
Shares3,498 from 3,549
Change-51 (-1%)
Value$3.2M (-$136.1K)
Filed 2026-10-21
Kingsman Wealth Management, Inc.
INCREASED
Shares3,484 from 3,361
Change+123 (+4%)
Value$3.2M (+$26.8K)
Filed 2026-10-13
Hilltop National Bank
DECREASED
Shares3,480 from 3,597
Change-117 (-3%)
Value$3.2M (-$196.9K)
Filed 2026-10-14
Nadler Financial Group, Inc.
INCREASED
Shares3,476 from 3,377
Change+99 (+3%)
Value$3.2M (+$5.6K)
Filed 2026-10-23
Roman Butler Fullerton & Co
INCREASED
Shares3,476 from 3,426
Change+50 (+1%)
Value$3.5M (+$287.2K)
Filed 2026-10-27
Strategy Asset Managers LLC
INCREASED
Shares3,474 from 3,262
Change+212 (+7%)
Value$3.2M (+$110.7K)
Filed 2026-10-14
LifeGoal Investments, LLC
INCREASED
Shares3,467 from 504
Change+2,963 (+588%)
Value$3.2M (+$2.7M)
Filed 2026-10-09
Castle Rock Wealth Management, LLC
DECREASED
Shares3,453 from 3,725
Change-272 (-7%)
Value$3.2M (-$214.3K)
Filed 2026-10-09
Lanark Financial, Inc.
INCREASED
Shares3,448 from 2,356
Change+1,092 (+46%)
Value$3.1M (+$934.3K)
Filed 2026-10-26
Lakeshore Capital Group, Inc.
INCREASED
Shares3,443 from 3,132
Change+311 (+10%)
Value$3.1M (+$204.8K)
Filed 2026-10-20
Obermeyer Wealth Partners
INCREASED
Shares3,443 from 3,403
Change+40 (+1%)
Value$3.1M (-$49.1K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
DECREASED
Shares3,439 from 3,708
Change-269 (-7%)
Value$3.1M (-$333.4K)
Filed 2026-10-26
Heck Capital Advisors, LLC
INCREASED
Shares3,438 from 344
Change+3,094 (+899%)
Value$3.1M (+$2.8M)
Filed 2026-10-14
Legacy Wealth Management, LLC / MS
DECREASED
Shares3,429 from 3,702
Change-273 (-7%)
Value$3.1M (-$341.4K)
Filed 2026-10-30
St. Louis Financial Planners Asset Management, LLC
NEW
Shares3,413
Change+3,413
Value$3.1M
Filed 2026-10-16
XML Financial, LLC
DECREASED
Shares3,409 from 3,744
Change-335 (-9%)
Value$3.1M (-$398.5K)
Filed 2026-10-29
Garner Asset Management Corp
DECREASED
Shares3,399 from 3,437
Change-38 (-1%)
Value$3.4M (+$201.7K)
Filed 2026-10-30
71 West Capital Partners
DECREASED
Shares3,390 from 3,587
Change-197 (-5%)
Value$3.1M (-$269.5K)
Filed 2026-11-04
Accuvest Global Advisors
DECREASED
Shares3,380 from 3,394
Change-14 (0%)
Value$3.1M (-$98.0K)
Filed 2026-11-04
O'Brien Greene & Co. Inc
DECREASED
Shares3,377 from 3,404
Change-27 (-1%)
Value$3.1M (-$110.1K)
Filed 2026-11-05
Fjell Capital, LLC
INCREASED
Shares3,377 from 3,364
Change+13 (+0%)
Value$3.1M (-$72.6K)
Filed 2026-10-13
Shelter Rock Management, LLC
INCREASED
Shares3,374 from 3,218
Change+156 (+5%)
Value$3.1M (+$73.4K)
Filed 2026-10-09
AK Global Asset Management, LLC
DECREASED
Shares3,365 from 3,390
Change-25 (-1%)
Value$3.1M (-$107.9K)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares3,362 from 7,424
Change-4,062 (-55%)
Value$3.1M (-$3.9M)
Filed 2026-10-14
CGN Advisors LLC
INCREASED
Shares3,361 from 2,916
Change+445 (+15%)
Value$3.1M (+$331.6K)
Filed 2026-10-21
Forum Financial Management, LP
DECREASED
Shares3,361 from 3,527
Change-166 (-5%)
Value$3.1M (-$239.3K)
Filed 2026-10-16
Princeton Capital Management LLC
DECREASED
Shares3,361 from 3,514
Change-153 (-4%)
Value$3.1M (-$227.6K)
Filed 2026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares3,356 from 3,356
Change0 (0%)
Value$3.4M (+$277.7K)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
DECREASED
Shares3,342 from 3,382
Change-40 (-1%)
Value$3.0M (-$121.4K)
Filed 2026-10-16
Armstrong, Fleming & Moore, Inc
INCREASED
Shares3,337 from 3,248
Change+89 (+3%)
Value$3.0M (-$608)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
INCREASED
Shares3,313 from 3,279
Change+34 (+1%)
Value$3.0M (-$51.3K)
Filed 2026-10-22
SS&H Financial Advisors, Inc.
INCREASED
Shares3,305 from 3,155
Change+150 (+5%)
Value$3.0M (+$57.0K)
Filed 2026-10-28
Triton Wealth Management, Pllc
DECREASED
Shares3,302 from 3,586
Change-284 (-8%)
Value$3.4M (-$36.0K)
Filed 2026-11-04
Westhampton Capital, LLC
DECREASED
Shares3,302 from 3,312
Change-10 (0%)
Value$3.0M (-$92.3K)
Filed 2026-10-30
BCM Advisors, LLC
DECREASED
Shares3,299 from 3,335
Change-36 (-1%)
Value$3.3M (+$221.2K)
Filed 2026-11-03
Eads & Heald Wealth Management
DECREASED
Shares3,294 from 3,323
Change-29 (-1%)
Value$3.0M (-$109.9K)
Filed 2026-10-29
Krilogy Financial LLC
DECREASED
Shares3,292 from 3,687
Change-395 (-11%)
Value$3.2M (-$291.4K)
Filed 2026-10-13
Klingman & Associates, LLC
DECREASED
Shares3,287 from 3,349
Change-62 (-2%)
Value$3.0M (-$140.6K)
Filed 2026-10-20
Smithbridge Asset Management Inc
INCREASED
Shares3,260 from 2,760
Change+500 (+18%)
Value$3.0M (+$385.8K)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares3,250 from 2,430
Change+820 (+34%)
Value$3.0M (+$685.1K)
Filed 2026-11-02
Elmwood Wealth Management, Inc.
DECREASED
Shares3,250 from 3,256
Change-6 (0%)
Value$3.0M (-$87.3K)
Filed 2026-10-14
Benedict Financial Advisors Inc
DECREASED
Shares3,249 from 3,301
Change-52 (-2%)
Value$3.0M (-$130.3K)
Filed 2026-10-07
Orange Investment Advisors, Inc.
INCREASED
Shares3,242 from 924
Change+2,318 (+251%)
Value$3.0M (+$2.1M)
Filed 2026-10-23
Oak Thistle LLC
DECREASED
Shares3,240 from 3,835
Change-595 (-16%)
Value$2.9M (-$638.0K)
Filed 2026-10-21
Deltec Asset Management LLC
DECREASED
Shares3,235 from 3,485
Change-250 (-7%)
Value$2.9M (-$315.2K)
Filed 2026-10-26
Sculati Wealth Management, LLC
INCREASED
Shares3,230 from 3,229
Change+1 (+0%)
Value$3.1M (+$60.9K)
Filed 2026-10-19
Stackstone Wealth, LLC
NEW
Shares3,228
Change+3,228
Value$2.9M
Filed 2026-10-19
Independence Bank of Kentucky
DECREASED
Shares3,223 from 3,284
Change-61 (-2%)
Value$2.9M (-$138.1K)
Filed 2026-10-26
Facet Wealth, Inc.
DECREASED
Shares3,207 from 3,215
Change-8 (0%)
Value$2.9M (-$87.6K)
Filed 2026-11-04
Ninety One North America, Inc.
DECREASED
Shares3,204 from 4,626
Change-1,422 (-31%)
Value$2.9M (-$1.4M)
Filed 2026-10-15
Central Pacific Bank - Trust Division
DECREASED
Shares3,196 from 3,797
Change-601 (-16%)
Value$2.9M (-$642.5K)
Filed 2026-10-06
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares3,189 from 3,050
Change+139 (+5%)
Value$2.9M (+$49.9K)
Filed 2026-10-14
Alta Advisers Ltd
INCREASED
Shares3,175 from 1,666
Change+1,509 (+91%)
Value$2.9M (+$1.3M)
Filed 2026-11-02
Chatham Capital Group, Inc.
INCREASED
Shares3,167 from 3,064
Change+103 (+3%)
Value$2.9M (+$16.8K)
Filed 2026-10-16
Insight Advisors, LLC/ PA
DECREASED
Shares3,164 from 3,169
Change-5 (0%)
Value$2.9M (-$85.7K)
Filed 2026-10-22
Torrey Growth & Income Advisors
INCREASED
Shares3,150 from 3,146
Change+4 (+0%)
Value$2.9M (-$55.6K)
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares3,148 from 3,215
Change-67 (-2%)
Value$2.9M (-$141.8K)
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares3,147 from 2,757
Change+390 (+14%)
Value$2.9M (+$285.6K)
Filed 2026-10-22
Mainsail Financial Group, LLC
INCREASED
Shares3,146 from 3,047
Change+99 (+3%)
Value$2.9M (+$13.7K)
Filed 2026-10-23
Guardian Investment Management
DECREASED
Shares3,134 from 4,635
Change-1,501 (-32%)
Value$2.9M (-$1.5M)
Filed 2026-10-23
Core Wealth Partners LLC
DECREASED
Shares3,113 from 3,628
Change-515 (-14%)
Value$2.8M (-$560.2K)
Filed 2026-11-02
DB&C Advisors, LLC
DECREASED
Shares3,102 from 3,109
Change-7 (0%)
Value$2.8M (-$84.7K)
Filed 2026-10-26
Founders Financial Securities LLC
DECREASED
Shares3,101 from 3,160
Change-59 (-2%)
Value$2.8M (-$133.4K)
Filed 2026-10-28
Valley Brook Capital Group, Inc.
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$2.8M (-$77.8K)
Filed 2026-10-26
Chemistry Wealth Management LLC
INCREASED
Shares3,093 from 3,087
Change+6 (+0%)
Value$2.8M (-$72.9K)
Filed 2026-10-16
Woodard & Co Asset Management Group Inc
INCREASED
Shares3,081 from 3,039
Change+42 (+1%)
Value$2.8M (-$38.9K)
Filed 2026-11-03
Value Partners Investments Inc.
DECREASED
Shares3,070 from 3,078
Change-8 (0%)
Value$2.8M (-$71.7K)
Filed 2026-10-19
Advisor OS, LLC
DECREASED
Shares3,068 from 3,225
Change-157 (-5%)
Value$2.8M (-$223.5K)
Filed 2026-11-03
Davidson Capital Management Inc.
INCREASED
Shares3,064 from 2,988
Change+76 (+3%)
Value$2.8M (-$5.9K)
Filed 2026-10-15
Inscription Capital, LLC
DECREASED
Shares3,050 from 3,337
Change-287 (-9%)
Value$2.8M (-$344.5K)
Filed 2026-11-02
First County Bank
INCREASED
Shares3,050 from 2,959
Change+91 (+3%)
Value$2.8M (+$8.5K)
Filed 2026-10-13
Manchester Capital Management LLC
DECREASED
Shares3,049 from 3,247
Change-198 (-6%)
Value$2.8M (-$261.8K)
Filed 2026-10-22
Verus Capital Partners, LLC
INCREASED
Shares3,041 from 3,028
Change+13 (+0%)
Value$2.8M (-$64.2K)
Filed 2026-11-03
Third View Private Wealth, LLC
DECREASED
Shares3,040 from 3,050
Change-10 (0%)
Value$2.8M (-$85.9K)
Filed 2026-10-30
Cidel Asset Management Inc
INCREASED
Shares3,012 from 2,825
Change+187 (+7%)
Value$2.7M (+$99.2K)
Filed 2026-10-29
Plancorp, LLC
INCREASED
Shares3,001 from 2,920
Change+81 (+3%)
Value$3.0M (+$332.7K)
Filed 2026-11-03
Summit Place Financial Advisors, LLC
DECREASED
Shares3,001 from 3,019
Change-18 (-1%)
Value$2.7M (-$92.3K)
Filed 2026-10-23
Jm2 Capital Inc.
INCREASED
Shares2,993 from 2,973
Change+20 (+1%)
Value$2.7M (-$56.3K)
Filed 2026-10-14
Cpwa, LLC
DECREASED
Shares2,981 from 2,984
Change-3 (0%)
Value$2.9M (+$68.1K)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares2,971 from 2,830
Change+141 (+5%)
Value$2.7M (+$58.0K)
Filed 2026-10-14
Terra Nova Asset Management LLC
DECREASED
Shares2,967 from 3,649
Change-682 (-19%)
Value$2.7M (-$712.6K)
Filed 2026-10-13
Peak Financial Advisors LLC
DECREASED
Shares2,956 from 3,397
Change-441 (-13%)
Value$2.7M (-$486.6K)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares2,949 from 5,264
Change-2,315 (-44%)
Value$2.7M (-$340.4K)
Filed 2026-10-20
Hixon Zuercher, LLC
INCREASED
Shares2,944 from 2,938
Change+6 (+0%)
Value$2.7M (-$68.3K)
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares2,941 from 4,249
Change-1,308 (-31%)
Value$2.7M (-$1.4M)
Filed 2026-10-26
Wealth Management Partners, LLC
DECREASED
Shares2,936 from 2,967
Change-31 (-1%)
Value$2.7M (-$102.8K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares2,934 from 3,009
Change-75 (-2%)
Value$2.7M (-$143.1K)
Filed 2026-10-14
Cutler Investment Counsel LLC
DECREASED
Shares2,929 from 2,936
Change-7 (0%)
Value$2.7M (-$79.7K)
Filed 2026-10-28
Agate Pass Investment Management, LLC
INCREASED
Shares2,926 from 2,903
Change+23 (+1%)
Value$2.7M (-$52.1K)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares2,915 from 2,999
Change-84 (-3%)
Value$2.7M (-$152.1K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares2,914 from 2,735
Change+179 (+7%)
Value$2.7M (+$94.4K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares2,911
Change+2,911
Value$2.9K
Filed 2026-11-03
Financial Insights, Inc.
INCREASED
Shares2,904 from 2,632
Change+272 (+10%)
Value$2.6M (+$181.5K)
Filed 2026-10-27
Quadrant Private Wealth Management, LLC
DECREASED
Shares2,904 from 2,978
Change-74 (-2%)
Value$2.6M (-$142.8K)
Filed 2026-11-04
Guidance Capital, Inc
INCREASED
Shares2,899 from 2,821
Change+78 (+3%)
Value$3.0M (+$349.3K)
Filed 2026-11-03
Naples Global Advisors, LLC
DECREASED
Shares2,897 from 2,903
Change-6 (0%)
Value$2.6M (-$78.4K)
Filed 2026-11-05
Integral Investment Advisors, Inc.
DECREASED
Shares2,895 from 2,898
Change-3 (0%)
Value$2.6M (-$75.5K)
Filed 2026-11-03
Ascentis Wealth Management, LLC
INCREASED
Shares2,892 from 2,691
Change+201 (+7%)
Value$2.6M (+$115.6K)
Filed 2026-11-03
Marion Wealth Management
INCREASED
Shares2,892 from 2,765
Change+127 (+5%)
Value$2.6M (+$46.3K)
Filed 2026-10-22
Atticus Wealth Management, LLC
DECREASED
Shares2,867 from 2,971
Change-104 (-3%)
Value$2.6M (-$168.9K)
Filed 2026-10-20
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares2,860 from 2,980
Change-120 (-4%)
Value$2.6M (-$184.0K)
Filed 2026-10-19
Toth Financial Advisory Corp
DECREASED
Shares2,858 from 2,862
Change-4 (0%)
Value$2.6M (-$76.3K)
Filed 2026-10-08
Accurate Wealth Management, LLC
DECREASED
Shares2,831 from 3,544
Change-713 (-20%)
Value$2.7M (-$544.0K)
Filed 2026-10-20
Baer Investment Advisory LLC
NEW
Shares2,830
Change+2,830
Value$2.6M
Filed 2026-10-13
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares2,821 from 2,796
Change+25 (+1%)
Value$2.6M (-$47.4K)
Filed 2026-10-16
Indivisible Partners
INCREASED
Shares2,814 from 2,158
Change+656 (+30%)
Value$2.6M (+$543.4K)
Filed 2026-10-26
Rydar Equities, Inc.
INCREASED
Shares2,814 from 2,720
Change+94 (+3%)
Value$2.7M (+$97.9K)
Filed 2026-10-13
Global Trust Asset Management, LLC
INCREASED
Shares2,812 from 2,767
Change+45 (+2%)
Value$2.6M (-$27.7K)
Filed 2026-10-19
TD Private Client Wealth LLC
DECREASED
Shares2,808 from 2,831
Change-23 (-1%)
Value$2.6M (-$92.1K)
Filed 2026-10-28
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,806 from 2,846
Change-40 (-1%)
Value$2.6M (-$107.9K)
Filed 2026-11-02
Herold Advisors, Inc.
INCREASED
Shares2,805 from 2,590
Change+215 (+8%)
Value$2.6M (+$126.5K)
Filed 2026-10-19
Realta Investment Advisors
INCREASED
Shares2,796 from 2,710
Change+86 (+3%)
Value$2.5M (+$10.4K)
Filed 2026-10-14
Portfolio Design Labs, LLC
INCREASED
Shares2,791 from 2,739
Change+52 (+2%)
Value$2.5M (-$21.5K)
Filed 2026-11-04
Focused Alpha, LLC
DECREASED
Shares2,790 from 2,900
Change-110 (-4%)
Value$2.5M (-$172.9K)
Filed 2026-10-20
Vivid Wealth Management, LLC
DECREASED
Shares2,781 from 2,852
Change-71 (-2%)
Value$2.5M (-$135.8K)
Filed 2026-10-27
NovaPoint Capital, LLC
DECREASED
Shares2,767 from 2,826
Change-59 (-2%)
Value$2.5M (-$124.7K)
Filed 2026-10-22
Alpha Family Trust
UNCHANGED
Shares2,765 from 2,765
Change0 (0%)
Value$2.6M ($0)
Filed 2026-11-04
Trace Wealth Advisors, LLC
INCREASED
Shares2,758 from 2,748
Change+10 (+0%)
Value$2.5M (-$60.0K)
Filed 2026-10-30
Commons Capital, LLC
DECREASED
Shares2,751 from 2,920
Change-169 (-6%)
Value$2.5M (-$227.1K)
Filed 2026-11-05
Manchester Financial Inc
INCREASED
Shares2,748 from 2,707
Change+41 (+2%)
Value$2.5M (-$30.2K)
Filed 2026-10-15
AA Financial Advisors, LLC
INCREASED
Shares2,722 from 2,606
Change+116 (+4%)
Value$2.5M (+$39.6K)
Filed 2026-10-19
Legacy Bridge, LLC
DECREASED
Shares2,722 from 2,751
Change-29 (-1%)
Value$2.5M (-$95.5K)
Filed 2026-10-28
Prudent Man Advisors, LLC
DECREASED
Shares2,721 from 2,758
Change-37 (-1%)
Value$2.5M (-$103.0K)
Filed 2026-11-03
Smith Chas P & Associates PA Cpas
DECREASED
Shares2,717 from 2,826
Change-109 (-4%)
Value$2.7M (+$43.8K)
Filed 2026-10-22
Concord Wealth Partners
DECREASED
Shares2,706 from 2,742
Change-36 (-1%)
Value$2.5M (-$102.5K)
Filed 2026-11-02
ARS Wealth Advisors Group, LLC
DECREASED
Shares2,705 from 2,802
Change-97 (-3%)
Value$2.5M (-$158.7K)
Filed 2026-10-16
Putney Financial Group LLC
INCREASED
Shares2,704 from 2,223
Change+481 (+22%)
Value$2.5M (+$382.0K)
Filed 2026-10-30
D.B. Root & Company, LLC
INCREASED
Shares2,703 from 2,702
Change+1 (+0%)
Value$2.5M (-$66.7K)
Filed 2026-11-04
Northstar Asset Management Co
INCREASED
Shares2,693 from 2,688
Change+5 (+0%)
Value$2.7M (+$175.1K)
Filed 2026-10-22
Cache Advisors, LLC
INCREASED
Shares2,689 from 2,654
Change+35 (+1%)
Value$2.4M (-$34.8K)
Filed 2026-10-16
Root Financial Partners, LLC
DECREASED
Shares2,687 from 2,872
Change-185 (-6%)
Value$2.4M (-$240.5K)
Filed 2026-10-21
Viewpoint Capital Management LLC
DECREASED
Shares2,685 from 2,710
Change-25 (-1%)
Value$2.4M (-$90.7K)
Filed 2026-10-27
Bell Bank
INCREASED
Shares2,683 from 2,566
Change+117 (+5%)
Value$2.4M (+$42.0K)
Filed 2026-10-21
Accredited Investors Inc.
DECREASED
Shares2,679 from 2,722
Change-43 (-2%)
Value$2.4M (-$107.1K)
Filed 2026-11-03
Forza Wealth Management, LLC
INCREASED
Shares2,666 from 2,598
Change+68 (+3%)
Value$2.4M (-$3.4K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
UNCHANGED
Shares2,664 from 2,664
Change0 (0%)
Value$2.4M (-$66.9K)
Filed 2026-10-14
United Advisor Group, LLC
INCREASED
Shares2,663 from 2,588
Change+75 (+3%)
Value$2.4M (+$3.4K)
Filed 2026-11-03
Convergence Financial, LLC
DECREASED
Shares2,649 from 5,326
Change-2,677 (-50%)
Value$2.4M (-$2.6M)
Filed 2026-10-27
Concord Asset Management, LLC
INCREASED
Shares2,647 from 2,621
Change+26 (+1%)
Value$2.4M (-$42.6K)
Filed 2026-11-02
WealthCare Asset Management, LLC
INCREASED
Shares2,646 from 1,160
Change+1,486 (+128%)
Value$2.4M (+$1.3M)
Filed 2026-10-26
Beutel, Goodman & Co Ltd.
DECREASED
Shares2,645 from 2,745
Change-100 (-4%)
Value$2.4M (-$160.0K)
Filed 2026-11-04
Fulton Breakefield Broenniman LLC
INCREASED
Shares2,642 from 2,641
Change+1 (+0%)
Value$2.4M (-$65.5K)
Filed 2026-11-03
Hudson Canyon Capital Management
DECREASED
Shares2,637 from 2,789
Change-152 (-5%)
Value$2.4M (-$208.5K)
Filed 2026-11-04
PCG Asset Management, LLC
NEW
Shares2,634
Change+2,634
Value$2.4M
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares2,634 from 2,636
Change-2 (0%)
Value$2.4M (-$68.0K)
Filed 2026-11-03
Grandview Asset Management LLC
DECREASED
Shares2,632 from 2,794
Change-162 (-6%)
Value$2.4M (-$217.8K)
Filed 2026-10-19
Farrow Financial, Inc.
INCREASED
Shares2,621 from 2,581
Change+40 (+2%)
Value$2.4M (-$28.4K)
Filed 2026-10-30
Shuttleworth & Co
INCREASED
Shares2,620 from 2,572
Change+48 (+2%)
Value$2.4M (-$20.9K)
Filed 2026-10-30
LEE Danner & Bass Inc
DECREASED
Shares2,618 from 2,650
Change-32 (-1%)
Value$2.4M (-$95.7K)
Filed 2026-10-27
Investment Advisory Services Inc
DECREASED
Shares2,605 from 2,614
Change-9 (0%)
Value$2.4M (-$74.5K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares2,597 from 23,655
Change-21,058 (-89%)
Value$2.4M (-$19.8M)
Filed 2026-10-16
Tower Trust & Investment Co
INCREASED
Shares2,585 from 2,567
Change+18 (+1%)
Value$2.4M (-$48.1K)
Filed 2026-10-28
Portside Wealth Group, LLC
DECREASED
Shares2,579 from 2,811
Change-232 (-8%)
Value$2.3M (-$281.7K)
Filed 2026-10-20
TritonPoint Partners, LLC
DECREASED
Shares2,575 from 6,200
Change-3,625 (-58%)
Value$2.3M (-$3.5M)
Filed 2026-11-05
Patrick M Sweeney & Associates, Inc
INCREASED
Shares2,575 from 2,571
Change+4 (+0%)
Value$2.3M (-$61.0K)
Filed 2026-10-22
Sky Investment Group LLC
INCREASED
Shares2,560 from 2,352
Change+208 (+9%)
Value$2.3M (+$130.2K)
Filed 2026-10-30
Trust Point Inc.
INCREASED
Shares2,556 from 2,187
Change+369 (+17%)
Value$2.3M (+$281.0K)
Filed 2026-10-27
Wealth Alliance Advisory Group, LLC
INCREASED
Shares2,555 from 2,147
Change+408 (+19%)
Value$2.3M (+$317.6K)
Filed 2026-10-14
Old Second National Bank of Aurora
DECREASED
Shares2,544 from 2,648
Change-104 (-4%)
Value$2.3M (-$161.2K)
Filed 2026-10-22
Rational Advisors, Inc.
INCREASED
Shares2,544 from 2,522
Change+22 (+1%)
Value$2.3M (-$43.4K)
Filed 2026-11-02
Rockingstone Advisors LLC
INCREASED
Shares2,500 from 2,495
Change+5 (+0%)
Value$2.3M (-$58.1K)
Filed 2026-10-16
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares2,499 from 2,499
Change0 (0%)
Value$2.3M (-$62.8K)
Filed 2026-10-30
Victory Financial Group, LLC
INCREASED
Shares2,491 from 2,234
Change+257 (+12%)
Value$2.3M (+$177.8K)
Filed 2026-10-27
Canopy Partners, LLC
INCREASED
Shares2,490 from 2,357
Change+133 (+6%)
Value$2.3M (+$61.8K)
Filed 2026-10-28
MBL Wealth, LLC
DECREASED
Shares2,489 from 2,571
Change-82 (-3%)
Value$2.3M (-$139.3K)
Filed 2026-10-22
MBM Wealth Consultants, LLC
INCREASED
Shares2,488 from 2,312
Change+176 (+8%)
Value$2.3M (+$102.1K)
Filed 2026-10-20
Ted Buchan & Co
DECREASED
Shares2,480 from 2,584
Change-104 (-4%)
Value$2.3M (-$159.6K)
Filed 2026-10-23
Curran Financial Partners, LLC
INCREASED
Shares2,473 from 2,471
Change+2 (+0%)
Value$2.3M (-$60.7K)
Filed 2026-11-04
Argent Capital Management LLC
DECREASED
Shares2,470 from 2,480
Change-10 (0%)
Value$2.2M (-$71.4K)
Filed 2026-10-05
GS Investments, Inc.
INCREASED
Shares2,469 from 2,457
Change+12 (+0%)
Value$2.2M (-$50.8K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
INCREASED
Shares2,466 from 2,461
Change+5 (+0%)
Value$2.2M (-$57.3K)
Filed 2026-11-02
Vigilare Wealth Management
UNCHANGED
Shares2,448 from 2,448
Change0 (0%)
Value$2.2M (-$61.3K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,447 from 2,433
Change+14 (+1%)
Value$1.5M (-$271.8K)
Filed 2026-11-04
FCG Investment Co
INCREASED
Shares2,443 from 2,415
Change+28 (+1%)
Value$2.2M (-$35.2K)
Filed 2026-10-13
Silverlake Wealth Management LLC
DECREASED
Shares2,442 from 2,459
Change-17 (-1%)
Value$2.2M (-$77.2K)
Filed 2026-10-21
Bennett Selby Investments LP
INCREASED
Shares2,440 from 2,423
Change+17 (+1%)
Value$2.2M (-$45.4K)
Filed 2026-10-19
Emprise Bank
DECREASED
Shares2,427 from 2,467
Change-40 (-2%)
Value$2.2M (-$98.4K)
Filed 2026-10-07
Greenspring Advisors, LLC
DECREASED
Shares2,424 from 2,444
Change-20 (-1%)
Value$2.2M (-$79.5K)
Filed 2026-11-05
Malaga Cove Capital, LLC
DECREASED
Shares2,421 from 2,587
Change-166 (-6%)
Value$2.2M (-$216.1K)
Filed 2026-10-23
ZWJ Investment Counsel Inc
INCREASED
Shares2,421 from 2,412
Change+9 (+0%)
Value$2.2M (-$52.4K)
Filed 2026-10-15
Forbes J M & Co LLP
INCREASED
Shares2,419 from 2,407
Change+12 (+1%)
Value$2.2M (-$49.6K)
Filed 2026-10-16
Constitution Capital LLC
DECREASED
Shares2,416 from 2,452
Change-36 (-1%)
Value$2.2M (-$94.4K)
Filed 2026-10-23
Compass Wealth Management LLC
DECREASED
Shares2,408 from 2,433
Change-25 (-1%)
Value$2.2M (-$83.9K)
Filed 2026-10-22
SkyOak Wealth, LLC
INCREASED
Shares2,406 from 2,291
Change+115 (+5%)
Value$2.2M (+$47.1K)
Filed 2026-10-28
Challenger Wealth Management
INCREASED
Shares2,397 from 2,343
Change+54 (+2%)
Value$2.2M (-$9.7K)
Filed 2026-10-30
Oakworth Capital, Inc.
INCREASED
Shares2,394 from 2,379
Change+15 (+1%)
Value$2.2M (-$40.5K)
Filed 2026-10-26
Independent Investors Inc
DECREASED
Shares2,390 from 2,415
Change-25 (-1%)
Value$2.2M (-$83.4K)
Filed 2026-10-30
Letson Investment Management, Inc.
DECREASED
Shares2,384 from 2,397
Change-13 (-1%)
Value$2.2M (-$72.1K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares2,367 from 2,365
Change+2 (+0%)
Value$2.2M (-$58.2K)
Filed 2026-10-21
Advisory Resource Group
INCREASED
Shares2,358 from 2,000
Change+358 (+18%)
Value$2.1M (+$276.2K)
Filed 2026-10-26
Guyasuta Investment Advisors Inc
DECREASED
Shares2,357 from 2,377
Change-20 (-1%)
Value$2.1M (-$78.1K)
Filed 2026-10-15
Tradewinds Capital Management, LLC
INCREASED
Shares2,352 from 1,293
Change+1,059 (+82%)
Value$2.1M (+$931.7K)
Filed 2026-10-23
Massachusetts Wealth Management
DECREASED
Shares2,350 from 2,560
Change-210 (-8%)
Value$2.1M (-$255.5K)
Filed 2026-10-21
Matrix Trust Co
INCREASED
Shares2,347 from 2,194
Change+153 (+7%)
Value$2.1M (+$85.0K)
Filed 2026-10-07
Mainstream Capital Management LLC
INCREASED
Shares2,347 from 2,323
Change+24 (+1%)
Value$2.1M (-$36.5K)
Filed 2026-10-23
Trek Financial, LLC
DECREASED
Shares2,347 from 2,356
Change-9 (0%)
Value$2.1M (-$67.4K)
Filed 2026-10-29
Machina Capital S.A.S.
DECREASED
Shares2,346 from 4,769
Change-2,423 (-51%)
Value$2.1M (-$2.3M)
Filed 2026-11-05
Busey Bank
DECREASED
Shares2,345 from 2,453
Change-108 (-4%)
Value$2.1M (-$160.0K)
Filed 2026-10-26
Xcel Wealth Management, LLC
DECREASED
Shares2,340 from 2,612
Change-272 (-10%)
Value$2.1M (-$313.3K)
Filed 2026-10-26
Kennedy Investment Group, Inc.
DECREASED
Shares2,336 from 2,353
Change-17 (-1%)
Value$2.1M (-$74.0K)
Filed 2026-10-21
ANB Bank
UNCHANGED
Shares2,335 from 2,335
Change0 (0%)
Value$2.1M (-$58.7K)
Filed 2026-10-09
BKM Wealth Management, LLC
INCREASED
Shares2,333 from 1,970
Change+363 (+18%)
Value$2.1M (+$280.9K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
DECREASED
Shares2,332 from 2,592
Change-260 (-10%)
Value$2.1M (-$301.8K)
Filed 2026-10-26
Abacus Planning Group, Inc.
INCREASED
Shares2,331 from 2,283
Change+48 (+2%)
Value$2.1M (-$14.1K)
Filed 2026-11-02
Union Savings Bank
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$2.1M (-$58.3K)
Filed 2026-10-14
Aspiriant, LLC
DECREASED
Shares2,319 from 2,357
Change-38 (-2%)
Value$2.1M (-$94.7K)
Filed 2026-10-16
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares2,315 from 2,319
Change-4 (0%)
Value$2.1M (-$62.2K)
Filed 2026-10-27
Bria Capital Group, LLC
INCREASED
Shares2,311 from 2,151
Change+160 (+7%)
Value$2.1M (+$91.6K)
Filed 2026-10-22
First United Bank & Trust
DECREASED
Shares2,309 from 2,359
Change-50 (-2%)
Value$2.1M (-$104.8K)
Filed 2026-10-22
KW Wealth Management LLC
NEW
Shares2,304
Change+2,304
Value$2.1M
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED
Shares2,297 from 2,237
Change+60 (+3%)
Value$2.1M (-$2.0K)
Filed 2026-10-13
Comprehensive Financial Planning, Inc.
INCREASED
Shares2,292 from 2,275
Change+17 (+1%)
Value$2.1M (-$41.6K)
Filed 2026-10-27
Scott & Selber, Inc.
DECREASED
Shares2,288 from 2,293
Change-5 (0%)
Value$2.1M (-$62.2K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,284 from 2,352
Change-68 (-3%)
Value$2.1M (-$121.0K)
Filed 2026-10-27
Fulcrum Asset Management LLP
DECREASED
Shares2,267 from 10,779
Change-8,512 (-79%)
Value$2.1M (-$8.1M)
Filed 2026-11-04
Arrow Financial Corp
DECREASED
Shares2,260 from 3,395
Change-1,135 (-33%)
Value$2.1M (-$1.1M)
Filed 2026-10-26
Fragasso Financial Advisors Inc
INCREASED
Shares2,258 from 2,109
Change+149 (+7%)
Value$2.1M (+$164.8K)
Filed 2026-10-13
MSH Capital Advisors LLC
DECREASED
Shares2,252 from 2,552
Change-300 (-12%)
Value$2.1M (-$337.0K)
Filed 2026-11-03
Investors Asset Management of Georgia Inc
DECREASED
Shares2,250 from 2,260
Change-10 (0%)
Value$2.0M (-$65.9K)
Filed 2026-10-20
Axxion S.A.
UNCHANGED
Shares2,243 from 2,243
Change0 (0%)
Value$2.0M (-$56.4K)
Filed 2026-10-22
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$2.0M (-$56.2K)
Filed 2026-10-21
Iowa State Bank
INCREASED
Shares2,235 from 2,111
Change+124 (+6%)
Value$2.0M (+$59.8K)
Filed 2026-10-06
Altman Advisors, Inc.
INCREASED
Shares2,233 from 2,220
Change+13 (+1%)
Value$2.0M (-$44.9K)
Filed 2026-11-05
Solstein Capital, LLC
UNCHANGED
Shares2,225 from 2,225
Change0 (0%)
Value$2.0M (-$55.9K)
Filed 2026-11-02
Central Valley Advisors, LLC
DECREASED
Shares2,220 from 2,390
Change-170 (-7%)
Value$2.0M (-$214.8K)
Filed 2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED
Shares2,212 from 2,424
Change-212 (-9%)
Value$2.0M (-$254.2K)
Filed 2026-10-20
City State Bank
DECREASED
Shares2,203 from 2,212
Change-9 (0%)
Value$2.0M (-$63.8K)
Filed 2026-10-20
Louisbourg Investments Inc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$2.0M (-$55.3K)
Filed 2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares2,191 from 1,253
Change+938 (+75%)
Value$2.0M (+$822.5K)
Filed 2026-10-28
Flavin Financial Services, Inc.
INCREASED
Shares2,191 from 1,887
Change+304 (+16%)
Value$2.0M (+$229.3K)
Filed 2026-10-21
Rinkey Investments
UNCHANGED
Shares2,185 from 2,185
Change0 (0%)
Value$2.0M (-$54.9K)
Filed 2026-10-28
Wealth Group, Ltd.
DECREASED
Shares2,178 from 6,943
Change-4,765 (-69%)
Value$2.0M (-$4.5M)
Filed 2026-10-30
Clarus Wealth Advisors
INCREASED
Shares2,174 from 1,931
Change+243 (+13%)
Value$2.1M (+$218.4K)
Filed 2026-10-13
Corps Capital Advisors, LLC
UNCHANGED
Shares2,174 from 2,174
Change0 (0%)
Value$2.0M (-$54.6K)
Filed 2026-11-05
Elser Financial Planning, Inc
DECREASED
Shares2,162 from 2,268
Change-106 (-5%)
Value$2.0M (-$153.5K)
Filed 2026-10-16
Denver PWM, LLC
UNCHANGED
Shares2,159 from 2,159
Change0 (0%)
Value$2.0M (-$109.6K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
DECREASED
Shares2,148 from 4,900
Change-2,752 (-56%)
Value$2.0M (-$2.6M)
Filed 2026-10-21
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares2,146 from 2,154
Change-8 (0%)
Value$2.0M (-$61.4K)
Filed 2026-10-07
Suncoast Equity Management
INCREASED
Shares2,144 from 1,409
Change+735 (+52%)
Value$2.0M (+$633.7K)
Filed 2026-11-03
Kampmann Melissa S.
INCREASED
Shares2,143 from 2,076
Change+67 (+3%)
Value$2.0M (+$8.8K)
Filed 2026-10-28
Commonwealth Retirement Investments LLC
DECREASED
Shares2,142 from 2,171
Change-29 (-1%)
Value$1.9M (-$81.0K)
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares2,134 from 2,285
Change-151 (-7%)
Value$1.9M (-$194.8K)
Filed 2026-10-09
Silphium Asset Management Ltd
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$1.9M (-$53.5K)
Filed 2026-10-27
Tempus Wealth Planning, LLC
INCREASED
Shares2,120 from 1,971
Change+149 (+8%)
Value$1.9M (+$86.4K)
Filed 2026-10-14
Clearwave Capital, LLC
INCREASED
Shares2,119 from 2,082
Change+37 (+2%)
Value$1.9M (-$18.3K)
Filed 2026-10-27
Midwest Financial Group LLC
INCREASED
Shares2,112 from 1,920
Change+192 (+10%)
Value$1.9M (+$126.8K)
Filed 2026-10-15
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$1.9M (-$53.0K)
Filed 2026-10-28
KWB Wealth
DECREASED
Shares2,105 from 2,109
Change-4 (0%)
Value$1.9M (-$56.8K)
Filed 2026-10-16
Essex Bank
INCREASED
Shares2,099 from 1,853
Change+246 (+13%)
Value$1.9M (+$177.4K)
Filed 2026-10-16
Rhodes Investment Advisors Inc
INCREASED
Shares2,097 from 1,561
Change+536 (+34%)
Value$1.9M (+$448.7K)
Filed 2026-10-07
Globalt Investments LLC / GA
DECREASED
Shares2,097 from 2,217
Change-120 (-5%)
Value$1.9M (-$165.0K)
Filed 2026-10-27
Welch Group, LLC
DECREASED
Shares2,093 from 2,114
Change-21 (-1%)
Value$1.9M (-$72.2K)
Filed 2026-10-29
St. Johns Investment Management Company, LLC
DECREASED
Shares2,084 from 2,095
Change-11 (-1%)
Value$1.9M (-$62.7K)
Filed 2026-10-30
Triangle Securities Wealth Management
INCREASED
Shares2,082 from 2,065
Change+17 (+1%)
Value$1.9M (-$36.4K)
Filed 2026-10-14
Vaughan David Investments LLC
INCREASED
Shares2,079 from 1,970
Change+109 (+6%)
Value$1.9M (+$50.0K)
Filed 2026-11-05
LVW Advisors, LLC
DECREASED
Shares2,079 from 2,156
Change-77 (-4%)
Value$1.9M (-$124.3K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares2,079 from 2,101
Change-22 (-1%)
Value$1.9M (-$73.8K)
Filed 2026-10-08
Dudley Capital Management, LLC
DECREASED
Shares2,078 from 2,273
Change-195 (-9%)
Value$1.9M (-$234.6K)
Filed 2026-10-23
ARQ Wealth Advisors, LLC
DECREASED
Shares2,077 from 2,278
Change-201 (-9%)
Value$1.9M (-$221.6K)
Filed 2026-10-29
Tufton Capital Management
DECREASED
Shares2,074 from 2,260
Change-186 (-8%)
Value$1.9M (-$226.0K)
Filed 2026-10-20
Associated Banc-Corp
DECREASED
Shares2,068 from 2,323
Change-255 (-11%)
Value$1.9M (-$290.5K)
Filed 2026-10-30
Opinicus Capital, Inc.
INCREASED
Shares2,064 from 2,061
Change+3 (+0%)
Value$1.9M (-$48.9K)
Filed 2026-10-28
Cornerstone Wealth Group, LLC
INCREASED
Shares2,061 from 2,040
Change+21 (+1%)
Value$1.9M (-$31.9K)
Filed 2026-11-02
Magnus Financial Group LLC
INCREASED
Shares2,060 from 1,959
Change+101 (+5%)
Value$1.9M (+$43.1K)
Filed 2026-10-21
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,058 from 2,664
Change-606 (-23%)
Value$1.9M (-$618.9K)
Filed 2026-10-14
Certuity, LLC
DECREASED
Shares2,055 from 2,103
Change-48 (-2%)
Value$1.9M (-$98.2K)
Filed 2026-11-02
Retirement Solution LLC
INCREASED
Shares2,051 from 1,475
Change+576 (+39%)
Value$1.9M (+$486.9K)
Filed 2026-10-27
JSF Financial, LLC
INCREASED
Shares2,050 from 1,937
Change+113 (+6%)
Value$1.9M (+$54.2K)
Filed 2026-10-22
Petros Family Wealth, LLC
INCREASED
Shares2,043 from 1,848
Change+195 (+11%)
Value$1.9M (+$130.9K)
Filed 2026-10-28
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares2,043 from 2,039
Change+4 (+0%)
Value$1.9M (-$47.6K)
Filed 2026-10-06
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares2,030 from 2,431
Change-401 (-16%)
Value$1.8M (-$425.5K)
Filed 2026-10-29
LCM Capital Management Inc
UNCHANGED
Shares2,028 from 2,028
Change0 (0%)
Value$1.8M (-$51.0K)
Filed 2026-10-20
Searle & Co.
DECREASED
Shares2,026 from 2,044
Change-18 (-1%)
Value$1.8M (-$67.8K)
Filed 2026-11-04
Broadway Wealth Solutions, Inc.
INCREASED
Shares2,026 from 2,017
Change+9 (+0%)
Value$1.8M (-$42.5K)
Filed 2026-10-21
Lederer & Associates Investment Counsel
DECREASED
Shares2,024 from 2,106
Change-82 (-4%)
Value$1.8M (-$127.0K)
Filed 2026-10-23
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares2,024 from 2,028
Change-4 (0%)
Value$1.9M (-$19.4K)
Filed 2026-10-19
First Nebraska Trust Co
UNCHANGED
Shares2,024 from 2,024
Change0 (0%)
Value$1.8M (-$50.9K)
Filed 2026-10-30
Advisory Solutions Group, LLC
INCREASED
Shares2,019 from 1,508
Change+511 (+34%)
Value$1.8M (+$427.2K)
Filed 2026-10-14
Pines Wealth Management, LLC
INCREASED
Shares2,019 from 2,007
Change+12 (+1%)
Value$1.8M (-$39.5K)
Filed 2026-10-21
Washburn Capital Management, Inc.
INCREASED
Shares2,018 from 1,997
Change+21 (+1%)
Value$1.8M (-$30.9K)
Filed 2026-10-19
Arsenal Capital Advisors LLC
INCREASED
Shares2,018 from 1,999
Change+19 (+1%)
Value$1.8M (-$33.5K)
Filed 2026-11-02
Crescent Sterling, Ltd.
INCREASED
Shares2,001 from 1,948
Change+53 (+3%)
Value$1.8M (-$706)
Filed 2026-10-16
St. Clair Advisors, LLC
INCREASED
Shares2,000 from 1,975
Change+25 (+1%)
Value$1.8M (-$26.9K)
Filed 2026-10-13
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,996 from 2,448
Change-452 (-18%)
Value$1.8M (-$472.1K)
Filed 2026-10-28
PFW Advisors LLC
DECREASED
Shares1,993 from 2,001
Change-8 (0%)
Value$1.8M (-$57.6K)
Filed 2026-10-07
Crystal Rock Capital Management
DECREASED
Shares1,990 from 2,155
Change-165 (-8%)
Value$1.8M (-$204.4K)
Filed 2026-10-28
Wealth Quarterback LLC
INCREASED
Shares1,988 from 1,934
Change+54 (+3%)
Value$1.8M (-$20)
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
DECREASED
Shares1,987 from 1,994
Change-7 (0%)
Value$1.8M (-$56.8K)
Filed 2026-10-28
Dumont & Blake Investment Advisors LLC
INCREASED
Shares1,975 from 1,217
Change+758 (+62%)
Value$1.8M (+$659.5K)
Filed 2026-10-28
Laurion Capital Management LP
DECREASED
Shares1,967 from 2,052
Change-85 (-4%)
Value$1.8M (-$128.9K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares1,961 from 1,890
Change+71 (+4%)
Value$1.8M (+$17.6K)
Filed 2026-10-20
Norris Perne & French LLP
UNCHANGED
Shares1,961 from 1,961
Change0 (0%)
Value$1.8M (-$49.3K)
Filed 2026-10-23
Zullo Investment Group, Inc.
DECREASED
Shares1,958 from 1,959
Change-1 (0%)
Value$1.8M (-$50.7K)
Filed 2026-10-20
Decision Investments, Inc
DECREASED
Shares1,957 from 1,959
Change-2 (0%)
Value$1.8M (-$51.0K)
Filed 2026-10-07
Texas Bank & Trust Co
INCREASED
Shares1,955 from 1,918
Change+37 (+2%)
Value$1.8M (-$14.5K)
Filed 2026-11-04
Mitchell Sinkler & Starr
DECREASED
Shares1,951 from 1,954
Change-3 (0%)
Value$1.8M (-$51.8K)
Filed 2026-10-13
Allegheny Financial Group
DECREASED
Shares1,950 from 1,994
Change-44 (-2%)
Value$1.8M (-$89.7K)
Filed 2026-11-05
Markowski Investments
DECREASED
Shares1,946 from 2,265
Change-319 (-14%)
Value$1.8M (-$347.6K)
Filed 2026-10-30
Richwood Investment Advisors, LLC
INCREASED
Shares1,928 from 1,825
Change+103 (+6%)
Value$1.8M (+$47.9K)
Filed 2026-10-30
Family Legacy Financial Solutions, LLC
INCREASED
Shares1,926 from 1,859
Change+67 (+4%)
Value$1.8M (+$14.1K)
Filed 2026-10-07
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$1.7M (-$47.8K)
Filed 2026-10-13
Ullmann Wealth Partners Group, LLC
DECREASED
Shares1,910 from 1,960
Change-50 (-3%)
Value$1.7M (-$95.5K)
Filed 2026-11-02
S&A Financial Services, Inc.
INCREASED
Shares1,909 from 1,906
Change+3 (+0%)
Value$1.7M (-$45.2K)
Filed 2026-11-03
Oarsman Capital, Inc.
INCREASED
Shares1,908 from 1,814
Change+94 (+5%)
Value$1.7M (+$40.1K)
Filed 2026-11-05
Consilium Wealth Advisory, LLC
INCREASED
Shares1,908 from 1,866
Change+42 (+2%)
Value$1.7M (-$8.5K)
Filed 2026-10-14
BayBridge Capital Group, LLC
INCREASED
Shares1,904 from 1,828
Change+76 (+4%)
Value$1.7M (+$23.2K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
DECREASED
Shares1,898 from 1,910
Change-12 (-1%)
Value$1.7M (-$38.6K)
Filed 2026-11-02
Whalen Wealth Management Inc.
INCREASED
Shares1,897 from 1,829
Change+68 (+4%)
Value$1.7M (+$16.3K)
Filed 2026-10-08
Private Management Group Inc
DECREASED
Shares1,893 from 1,895
Change-2 (0%)
Value$1.7M (-$49.4K)
Filed 2026-11-04
Directional Asset Management
DECREASED
Shares1,890 from 1,949
Change-59 (-3%)
Value$1.7M (-$102.0K)
Filed 2026-10-22
Riverbridge Partners LLC
INCREASED
Shares1,888 from 1,868
Change+20 (+1%)
Value$1.7M (-$28.7K)
Filed 2026-11-05
Formuepleje A/S
DECREASED
Shares1,886 from 2,237
Change-351 (-16%)
Value$1.7M (-$375.7K)
Filed 2026-10-15
First Affirmative Financial Network
NEW
Shares1,878
Change+1,878
Value$1.7M
Filed 2026-10-21
United Asset Strategies, Inc.
DECREASED
Shares1,871 from 2,816
Change-945 (-34%)
Value$1.7M (-$930.9K)
Filed 2026-10-28
FSM Wealth Advisors, LLC
DECREASED
Shares1,864 from 1,971
Change-107 (-5%)
Value$1.8M (-$77.6K)
Filed 2026-10-27
Cross Staff Investments Inc
INCREASED
Shares1,861 from 1,860
Change+1 (+0%)
Value$1.7M (-$46.6K)
Filed 2026-10-22
McAdam, LLC
INCREASED
Shares1,858 from 1,699
Change+159 (+9%)
Value$1.7M (+$102.1K)
Filed 2026-10-21
Northbridge Financial Group, LLC
INCREASED
Shares1,858 from 1,774
Change+84 (+5%)
Value$1.7M (+$78.6K)
Filed 2026-11-05
Avalon Capital Management
INCREASED
Shares1,857 from 1,257
Change+600 (+48%)
Value$1.7M (+$514.6K)
Filed 2026-11-04
Live Oak Investment Partners
INCREASED
Shares1,854 from 1,832
Change+22 (+1%)
Value$1.7M (-$26.0K)
Filed 2026-10-23
Trueblood Wealth Management, LLC
INCREASED
Shares1,847 from 1,813
Change+34 (+2%)
Value$1.7M (-$14.7K)
Filed 2026-10-23
Arlington Trust Co LLC
INCREASED
Shares1,842 from 583
Change+1,259 (+216%)
Value$1.7M (+$1.1M)
Filed 2026-10-20
Acropolis Investment Management, LLC
INCREASED
Shares1,834 from 1,826
Change+8 (+0%)
Value$1.7M (-$38.6K)
Filed 2026-10-08
Golden Reserve Retirement LLC
INCREASED
Shares1,832 from 1,034
Change+798 (+77%)
Value$1.7M (+$700.7K)
Filed 2026-11-02
3Chopt Investment Partners, LLC
INCREASED
Shares1,827 from 1,639
Change+188 (+11%)
Value$1.7M (+$130.0K)
Filed 2026-10-30
Navigation Group, LLC
INCREASED
Shares1,825 from 1,525
Change+300 (+20%)
Value$1.7M (+$234.7K)
Filed 2026-10-28
Traphagen Investment Advisors LLC
DECREASED
Shares1,824 from 1,889
Change-65 (-3%)
Value$1.7M (-$106.3K)
Filed 2026-10-14
Olistico Wealth, LLC
INCREASED
Shares1,822 from 1,812
Change+10 (+1%)
Value$1.7M (-$36.4K)
Filed 2026-10-05
Provenance Wealth Advisors, LLC
INCREASED
Shares1,821 from 230
Change+1,591 (+692%)
Value$1.7M (+$1.4M)
Filed 2026-10-30
Fiduciary Family Office, LLC
INCREASED
Shares1,820 from 1,779
Change+41 (+2%)
Value$1.7M (-$7.7K)
Filed 2026-11-04
Orser Capital Management, LLC
INCREASED
Shares1,812 from 1,577
Change+235 (+15%)
Value$1.6M (+$174.3K)
Filed 2026-10-13
Great Waters Wealth Management
DECREASED
Shares1,811 from 1,812
Change-1 (0%)
Value$1.6M (-$46.1K)
Filed 2026-10-07
Guardian Financial Partners, LLC
INCREASED
Shares1,810 from 1,747
Change+63 (+4%)
Value$1.6M (+$13.9K)
Filed 2026-11-04
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares1,810 from 1,871
Change-61 (-3%)
Value$1.6M (-$103.0K)
Filed 2026-11-05
Abundance Wealth Counselors
INCREASED
Shares1,810 from 1,805
Change+5 (+0%)
Value$1.6M (-$40.8K)
Filed 2026-10-26
Costello Asset Management, Inc
DECREASED
Shares1,806 from 1,844
Change-38 (-2%)
Value$1.6M (-$81.1K)
Filed 2026-10-30
Orrstown Financial Services Inc
INCREASED
Shares1,795 from 1,793
Change+2 (+0%)
Value$1.6M (-$43.2K)
Filed 2026-10-14
Sound Income Strategies, LLC
UNCHANGED
Shares1,794 from 1,794
Change0 (0%)
Value$1.7M (+$22.7K)
Filed 2026-10-09
Abacus Wealth Partners, LLC
INCREASED
Shares1,792 from 1,730
Change+62 (+4%)
Value$1.6M (+$13.0K)
Filed 2026-11-03
Milestone Asset Management, LLC
DECREASED
Shares1,768 from 7,030
Change-5,262 (-75%)
Value$1.6M (-$5.0M)
Filed 2026-10-15
Carlson Financial, Inc.
INCREASED
Shares1,764 from 1,760
Change+4 (+0%)
Value$1.6M (-$42.9K)
Filed 2026-11-05
Tobam
DECREASED
Shares1,763 from 2,530
Change-767 (-30%)
Value$1.6M (-$762.0K)
Filed 2026-11-03
Beacon Capital Management, LLC
DECREASED
Shares1,762 from 1,764
Change-2 (0%)
Value$1.6M (-$45.6K)
Filed 2026-10-23
Nicholas Wealth, Llc.
INCREASED
Shares1,760 from 1,670
Change+90 (+5%)
Value$1.6M (+$40.6K)
Filed 2026-10-26
Wright Investors Service Inc
DECREASED
Shares1,756 from 2,052
Change-296 (-14%)
Value$1.6M (-$321.0K)
Filed 2026-11-02
Investment Research Partners LLC
DECREASED
Shares1,754 from 1,847
Change-93 (-5%)
Value$1.6M (-$131.1K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
DECREASED
Shares1,751 from 1,754
Change-3 (0%)
Value$1.6M (-$46.8K)
Filed 2026-10-28
Legacy Advisors, LLC
DECREASED
Shares1,750 from 2,180
Change-430 (-20%)
Value$1.6M (-$446.2K)
Filed 2026-10-19
Global Assets Advisory, LLC
DECREASED
Shares1,749 from 1,775
Change-26 (-1%)
Value$1.6M (-$29.0K)
Filed 2026-10-28
Boltwood Capital Management
DECREASED
Shares1,748 from 1,761
Change-13 (-1%)
Value$1.6M (-$56.1K)
Filed 2026-10-02
Keudell ison Wealth Management
INCREASED
Shares1,747 from 1,743
Change+4 (+0%)
Value$1.6M (-$40.2K)
Filed 2026-10-16
Impact Capital Partners LLC
DECREASED
Shares1,744 from 1,761
Change-17 (-1%)
Value$1.6M (-$59.7K)
Filed 2026-10-22
Oak Harvest Investment Services
DECREASED
Shares1,738 from 14,682
Change-12,944 (-88%)
Value$1.6M (-$12.2M)
Filed 2026-10-20
Traveka Wealth, LLC
DECREASED
Shares1,738 from 1,762
Change-24 (-1%)
Value$1.6M (-$66.1K)
Filed 2026-10-19
Red Mountain Financial, LLC
INCREASED
Shares1,733 from 1,728
Change+5 (+0%)
Value$1.6M (-$39.1K)
Filed 2026-11-03
Eagle Global Advisors LLC
INCREASED
Shares1,720 from 1,590
Change+130 (+8%)
Value$1.6M (+$78.4K)
Filed 2026-11-02
Whelan Financial
INCREASED
Shares1,717 from 1,442
Change+275 (+19%)
Value$1.6M (+$213.8K)
Filed 2026-10-28
Lodestar Private Asset Management LLC
DECREASED
Shares1,717 from 1,788
Change-71 (-4%)
Value$1.6M (-$109.5K)
Filed 2026-10-26
Diversified Portfolios, Inc.
INCREASED
Shares1,715 from 1,028
Change+687 (+67%)
Value$1.6M (+$599.6K)
Filed 2026-11-04
Net Worth Advisory Group
INCREASED
Shares1,714 from 1,618
Change+96 (+6%)
Value$1.6M (+$55.2K)
Filed 2026-10-20
Shum Financial Group, Inc.
DECREASED
Shares1,714 from 1,715
Change-1 (0%)
Value$1.6M (-$44.0K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
DECREASED
Shares1,712 from 1,958
Change-246 (-13%)
Value$1.7M (-$126.4K)
Filed 2026-11-02
Sonata Capital Group Inc
DECREASED
Shares1,708 from 1,798
Change-90 (-5%)
Value$1.6M (-$127.1K)
Filed 2026-10-19
Register Financial Advisors LLC
DECREASED
Shares1,702 from 1,710
Change-8 (0%)
Value$1.5M (-$50.1K)
Filed 2026-10-23
LVZ, Inc.
INCREASED
Shares1,701 from 1,565
Change+136 (+9%)
Value$1.5M (+$84.5K)
Filed 2026-10-20
Quantum Financial Planning Services, Inc.
DECREASED
Shares1,700 from 1,905
Change-205 (-11%)
Value$1.5M (-$234.3K)
Filed 2026-10-14
Lazari Capital Management, Inc.
DECREASED
Shares1,700 from 1,841
Change-141 (-8%)
Value$1.5M (-$174.6K)
Filed 2026-10-20
BigSur Wealth Management LLC
DECREASED
Shares1,700 from 1,800
Change-100 (-6%)
Value$1.5M (-$136.3K)
Filed 2026-10-13
Shira Ridge Wealth Management
DECREASED
Shares1,699 from 1,707
Change-8 (0%)
Value$1.5M (-$50.1K)
Filed 2026-10-09
Crusonia Wealth Advisors LLC
DECREASED
Shares1,694 from 1,779
Change-85 (-5%)
Value$1.5M (-$122.5K)
Filed 2026-10-26
Citizens National Bank Trust Department
INCREASED
Shares1,692 from 1,542
Change+150 (+10%)
Value$1.5M (+$97.8K)
Filed 2026-11-04
Westco Advisory Services Inc
DECREASED
Shares1,690 from 1,706
Change-16 (-1%)
Value$1.5M (-$57.4K)
Filed 2026-10-14
R2 Capital Strategies, LLC
DECREASED
Shares1,682 from 1,692
Change-10 (-1%)
Value$1.5M (-$51.4K)
Filed 2026-10-15
Odyssey Capital Advisors, Inc.
INCREASED
Shares1,679 from 1,629
Change+50 (+3%)
Value$1.5M (+$4.4K)
Filed 2026-10-26
JLB & Associates Inc
UNCHANGED
Shares1,677 from 1,677
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-27
Peddock Capital Advisors, LLC
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$1.5M (-$42.1K)
Filed 2026-10-16
American State Bank (Iowa)
INCREASED
Shares1,675 from 1,550
Change+125 (+8%)
Value$1.5M (+$74.8K)
Filed 2026-11-03
Eagle Wealth Advisors LLC
INCREASED
Shares1,669 from 1,631
Change+38 (+2%)
Value$1.5M (-$6.4K)
Filed 2026-10-20
Evermay Wealth Management LLC
DECREASED
Shares1,665 from 1,849
Change-184 (-10%)
Value$1.5M (-$214.0K)
Filed 2026-11-05
Altfest L J & Co Inc
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$1.5M (-$41.7K)
Filed 2026-10-27
Yankcom Partnership
INCREASED
Shares1,661 from 1,606
Change+55 (+3%)
Value$1.5M (+$9.7K)
Filed 2026-10-15
CRA Financial Services, LLC
DECREASED
Shares1,654 from 1,671
Change-17 (-1%)
Value$1.5M (-$56.9K)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
DECREASED
Shares1,653 from 1,703
Change-50 (-3%)
Value$1.5M (-$88.3K)
Filed 2026-10-07
Blue Jean Financial LLC
INCREASED
Shares1,652 from 1,321
Change+331 (+25%)
Value$1.5M (+$268.1K)
Filed 2026-10-20
River Street Advisors LLC
INCREASED
Shares1,650 from 1,534
Change+116 (+8%)
Value$1.5M (+$67.1K)
Filed 2026-10-22
Vann Equity Management LLC
DECREASED
Shares1,648 from 1,962
Change-314 (-16%)
Value$1.5M (-$335.0K)
Filed 2026-10-08
Levin Capital Strategies, L.P.
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$1.5M (-$41.3K)
Filed 2026-11-02
Stockman Wealth Management, Inc.
DECREASED
Shares1,643 from 1,698
Change-55 (-3%)
Value$1.5M (-$92.7K)
Filed 2026-10-27
Robinswood Financial LLC
DECREASED
Shares1,642 from 1,665
Change-23 (-1%)
Value$1.6M (+$77.1K)
Filed 2026-10-20
Excalibur Management Corp
INCREASED
Shares1,635 from 1,609
Change+26 (+2%)
Value$1.5M (-$16.8K)
Filed 2026-11-02
Tred Avon Family Wealth, LLC
DECREASED
Shares1,633 from 1,649
Change-16 (-1%)
Value$1.5M (-$56.0K)
Filed 2026-10-20
DT Investment Partners, LLC
INCREASED
Shares1,630 from 1,590
Change+40 (+3%)
Value$1.5M (-$3.5K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
DECREASED
Shares1,626 from 1,851
Change-225 (-12%)
Value$1.5M (-$251.0K)
Filed 2026-11-02
United Community Bank
DECREASED
Shares1,624 from 1,659
Change-35 (-2%)
Value$1.5M (-$73.6K)
Filed 2026-10-28
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares1,621 from 4,871
Change-3,250 (-67%)
Value$1.5M (-$3.1M)
Filed 2026-10-21
Meyer Handelman Co
DECREASED
Shares1,615 from 1,655
Change-40 (-2%)
Value$1.5M (-$78.3K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares1,614 from 1,596
Change+18 (+1%)
Value$1.5M (-$23.6K)
Filed 2026-10-13
Ticino Wealth
INCREASED
Shares1,614 from 1,604
Change+10 (+1%)
Value$1.5M (-$31.2K)
Filed 2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares1,610 from 1,610
Change0 (0%)
Value$1.5M (-$40.5K)
Filed 2026-10-26
Pullen Investment Management, LLC
DECREASED
Shares1,606 from 1,674
Change-68 (-4%)
Value$1.5M (-$104.1K)
Filed 2026-10-23
EPG Wealth Management LLC
INCREASED
Shares1,606 from 1,576
Change+30 (+2%)
Value$1.5M (-$11.9K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
DECREASED
Shares1,598 from 1,977
Change-379 (-19%)
Value$1.5M (-$394.9K)
Filed 2026-10-26
Fortem Financial Group, LLC
INCREASED
Shares1,597 from 1,502
Change+95 (+6%)
Value$1.5M (+$48.8K)
Filed 2026-10-20
Aspen Wealth Management LLC
INCREASED
Shares1,596 from 1,336
Change+260 (+19%)
Value$1.5M (+$203.5K)
Filed 2026-10-14
Taylor Frigon Capital Management LLC
INCREASED
Shares1,595 from 1,566
Change+29 (+2%)
Value$1.5M (-$13.0K)
Filed 2026-10-23
Sloy Dahl & Holst, LLC
INCREASED
Shares1,591 from 1,512
Change+79 (+5%)
Value$1.4M (+$34.0K)
Filed 2026-10-14
SoundView Advisors Inc.
INCREASED
Shares1,586 from 1,576
Change+10 (+1%)
Value$1.4M (-$31.0K)
Filed 2026-11-04
DMC Group, LLC
DECREASED
Shares1,580 from 1,589
Change-9 (-1%)
Value$1.4M (-$48.1K)
Filed 2026-10-26
Sterling Investment Counsel, LLC
INCREASED
Shares1,580 from 1,572
Change+8 (+1%)
Value$1.4M (-$32.9K)
Filed 2026-10-19
Finer Wealth Management, Inc.
INCREASED
Shares1,576 from 1,080
Change+496 (+46%)
Value$1.4M (+$424.3K)
Filed 2026-10-16
Seamount Financial Group Inc
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$1.4M (-$39.5K)
Filed 2026-10-21
Aspen Investment Management Inc
DECREASED
Shares1,565 from 1,580
Change-15 (-1%)
Value$1.4M (-$53.0K)
Filed 2026-11-05
Corundum Group, Inc.
INCREASED
Shares1,561 from 1,507
Change+54 (+4%)
Value$1.4M (+$11.3K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
INCREASED
Shares1,557 from 1,550
Change+7 (+0%)
Value$1.4M (-$33.0K)
Filed 2026-10-27
Bullock Wealth Management Group
INCREASED
Shares1,552 from 1,541
Change+11 (+1%)
Value$1.4M (-$5.0K)
Filed 2026-10-09
Atwood & Palmer Inc
INCREASED
Shares1,549 from 1,380
Change+169 (+12%)
Value$1.4M (+$119.2K)
Filed 2026-10-08
M&G Plc
DECREASED
Shares1,545 from 1,773
Change-228 (-13%)
Value$1.4M (-$251.8K)
Filed 2026-11-04
Shepherd Street Advisors LLC
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$1.5M (+$46.9K)
Filed 2026-10-21
Embree Financial Group
INCREASED
Shares1,543 from 1,154
Change+389 (+34%)
Value$1.4M (+$325.1K)
Filed 2026-10-22
General Partner, Inc.
DECREASED
Shares1,542 from 1,592
Change-50 (-3%)
Value$1.4M (-$85.5K)
Filed 2026-10-05
Pachira Investments Inc.
INCREASED
Shares1,527 from 1,456
Change+71 (+5%)
Value$1.4M (+$28.2K)
Filed 2026-10-14
Howard Wealth Management, LLC
DECREASED
Shares1,527 from 1,532
Change-5 (0%)
Value$1.4M (-$43.0K)
Filed 2026-10-28
Davis Capital Management
DECREASED
Shares1,520 from 1,535
Change-15 (-1%)
Value$1.4M (-$52.2K)
Filed 2026-10-08
Burke & Herbert Bank & Trust Co
DECREASED
Shares1,517 from 1,732
Change-215 (-12%)
Value$1.4M (-$239.2K)
Filed 2026-11-02
MCF Advisors LLC
DECREASED
Shares1,512 from 1,724
Change-212 (-12%)
Value$1.4M (-$235.8K)
Filed 2026-10-28
Columbia Advisory Partners LLC
DECREASED
Shares1,508 from 1,513
Change-5 (0%)
Value$1.4M (-$42.5K)
Filed 2026-10-15
Helios Capital Management Pte. LTD
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$1.4M (-$37.7K)
Filed 2026-10-14
Weaver Consulting Group
INCREASED
Shares1,498 from 1,462
Change+36 (+2%)
Value$1.4M (-$4.0K)
Filed 2026-10-07
Lodestone Wealth Management LLC
INCREASED
Shares1,491 from 1,477
Change+14 (+1%)
Value$1.4M (-$24.4K)
Filed 2026-10-14
Generate Investment Management Ltd
DECREASED
Shares1,489 from 16,153
Change-14,664 (-91%)
Value$1.4M (-$13.8M)
Filed 2026-10-14
Curated Wealth Partners LLC
INCREASED
Shares1,489 from 922
Change+567 (+62%)
Value$1.4M (+$493.0K)
Filed 2026-10-15
BXM Wealth LLC
DECREASED
Shares1,486 from 1,489
Change-3 (0%)
Value$1.4M (-$40.2K)
Filed 2026-11-03
Simon Quick Advisors, LLC
DECREASED
Shares1,485 from 2,176
Change-691 (-32%)
Value$1.4M (-$684.2K)
Filed 2026-10-26
HBW Advisory Services LLC
DECREASED
Shares1,485 from 1,519
Change-34 (-2%)
Value$1.4M (-$68.4K)
Filed 2026-10-15
Southern Michigan Bank & Trust
DECREASED
Shares1,482 from 1,521
Change-39 (-3%)
Value$1.3M (-$73.7K)
Filed 2026-10-19
Curbstone Financial Management Corp
INCREASED
Shares1,476 from 1,376
Change+100 (+7%)
Value$1.3M (+$56.5K)
Filed 2026-10-21
Childress Capital Advisors, LLC
INCREASED
Shares1,475 from 1,382
Change+93 (+7%)
Value$1.3M (+$50.0K)
Filed 2026-10-28
Biltmore Family Office, LLC
DECREASED
Shares1,471 from 1,474
Change-3 (0%)
Value$1.3M (-$39.8K)
Filed 2026-11-03
Oslo Pensjonsforsikring AS
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$1.3M (-$37.0K)
Filed 2026-10-15
Occidental Asset Management, LLC
INCREASED
Shares1,468 from 1,042
Change+426 (+41%)
Value$1.3M (+$361.6K)
Filed 2026-11-05
LexAurum Advisors, LLC
DECREASED
Shares1,468 from 1,527
Change-59 (-4%)
Value$1.3M (-$92.0K)
Filed 2026-10-19
BankChampaign, National Association
DECREASED
Shares1,464 from 1,496
Change-32 (-2%)
Value$1.3M (-$66.7K)
Filed 2026-10-19
Tanager Wealth Management LLP
INCREASED
Shares1,458 from 909
Change+549 (+60%)
Value$1.3M (+$476.9K)
Filed 2026-10-19
Kennebec Savings Bank
INCREASED
Shares1,454 from 1,435
Change+19 (+1%)
Value$1.3M (-$18.8K)
Filed 2026-10-22
Burton Enright Welch
INCREASED
Shares1,452 from 1,444
Change+8 (+1%)
Value$1.3M (-$29.0K)
Filed 2026-11-04
Baring Financial LLC
DECREASED
Shares1,445 from 1,453
Change-8 (-1%)
Value$1.3M (-$43.6K)
Filed 2026-10-07
Hoxton Planning & Management, LLC
DECREASED
Shares1,444 from 1,451
Change-7 (0%)
Value$1.3M (-$42.8K)
Filed 2026-10-15
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares1,437 from 1,492
Change-55 (-4%)
Value$1.3M (-$87.6K)
Filed 2026-10-14
Willow Creek Capital Management, Inc.
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-16
Interchange Capital Partners, LLC
DECREASED
Shares1,435 from 1,502
Change-67 (-4%)
Value$1.3M (-$97.6K)
Filed 2026-10-28
Sunbeam Capital Management, LLC
DECREASED
Shares1,433 from 1,518
Change-85 (-6%)
Value$1.3M (-$116.0K)
Filed 2026-11-05
Y.D. More Investments Ltd
INCREASED
Shares1,427 from 1,247
Change+180 (+14%)
Value$1.3M (+$146.5K)
Filed 2026-11-02
Radnor Capital Management, LLC
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$1.3M (-$35.7K)
Filed 2026-10-23
Westside Investment Management, Inc.
INCREASED
Shares1,418 from 1,348
Change+70 (+5%)
Value$1.3M (+$38.6K)
Filed 2026-11-02
Northern Financial Advisors Inc
DECREASED
Shares1,417 from 1,462
Change-45 (-3%)
Value$1.3M (-$77.7K)
Filed 2026-10-29
Rainier Family Wealth Inc
INCREASED
Shares1,415 from 1,393
Change+22 (+2%)
Value$1.3M (-$15.0K)
Filed 2026-11-02
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares1,410 from 1,413
Change-3 (0%)
Value$1.3M (-$38.6K)
Filed 2026-10-19
Bluedoor Private Wealth, LLC
DECREASED
Shares1,409 from 1,444
Change-35 (-2%)
Value$1.3M (-$68.2K)
Filed 2026-11-05
Midland Wealth Advisors, LLC
DECREASED
Shares1,405 from 1,483
Change-78 (-5%)
Value$1.3M (-$108.3K)
Filed 2026-10-26
Fortitude Family Office, LLC
INCREASED
Shares1,404 from 1,390
Change+14 (+1%)
Value$1.3M (-$22.2K)
Filed 2026-10-14
Andrews Advisory Associates, LLC
INCREASED
Shares1,403 from 1,388
Change+15 (+1%)
Value$1.3M (-$21.2K)
Filed 2026-10-15
RIA Advisory Group LLC
DECREASED
Shares1,400 from 1,812
Change-412 (-23%)
Value$1.3M (-$421.0K)
Filed 2026-10-15
Arwa LLC
DECREASED
Shares1,397 from 1,466
Change-69 (-5%)
Value$1.3M (-$52.2K)
Filed 2026-10-21
Sharper & Granite LLC
DECREASED
Shares1,396 from 1,871
Change-475 (-25%)
Value$1.4M (-$359.2K)
Filed 2026-11-02
Chapman Financial Group, LLC
DECREASED
Shares1,394 from 1,424
Change-30 (-2%)
Value$1.3M (-$63.1K)
Filed 2026-10-26
Adirondack Trust Co
DECREASED
Shares1,393 from 1,431
Change-38 (-3%)
Value$1.3M (-$70.5K)
Filed 2026-10-14
Platt Wealth Management LLC
DECREASED
Shares1,391 from 1,650
Change-259 (-16%)
Value$1.3M (-$277.0K)
Filed 2026-11-04
Wolff Wiese Magana LLC
DECREASED
Shares1,391 from 1,404
Change-13 (-1%)
Value$1.3M (-$47.3K)
Filed 2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$1.3M (-$34.9K)
Filed 2026-10-21
Greatmark Investment Partners, Inc.
UNCHANGED
Shares1,384 from 1,384
Change0 (0%)
Value$1.3M (-$34.8K)
Filed 2026-10-28
Ledyard National Bank
DECREASED
Shares1,383 from 1,534
Change-151 (-10%)
Value$1.3M (-$176.0K)
Filed 2026-10-21
Vision Financial Markets LLC
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$1.3M (-$34.4K)
Filed 2026-10-22
Gratus Wealth Advisors, LLC
DECREASED
Shares1,382 from 1,390
Change-8 (-1%)
Value$1.3M (-$42.2K)
Filed 2026-10-26
Sander Capital Advisors Inc
UNCHANGED
Shares1,382 from 1,382
Change0 (0%)
Value$1.3M (-$35.0K)
Filed 2026-10-20
Wiregrass Investment Management LLC
INCREASED
Shares1,376 from 1,364
Change+12 (+1%)
Value$1.3M (-$23.7K)
Filed 2026-11-05
Income Insurance Ltd
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$1.3M (-$34.6K)
Filed 2026-10-21
Nixon Peabody Trust Co
INCREASED
Shares1,370 from 981
Change+389 (+40%)
Value$1.2M (+$329.5K)
Filed 2026-10-23
Madson Wealth Advisors Inc
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$1.2M (-$34.2K)
Filed 2026-10-13
Waldron Private Wealth LLC
INCREASED
Shares1,368 from 1,328
Change+40 (+3%)
Value$1.2M (+$3.0K)
Filed 2026-11-02
Heirloom Wealth Management
INCREASED
Shares1,367 from 1,358
Change+9 (+1%)
Value$1.2M (-$25.3K)
Filed 2026-10-14
Matisse Capital
DECREASED
Shares1,367 from 1,369
Change-2 (0%)
Value$1.2M (-$36.2K)
Filed 2026-10-29
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,365 from 1,181
Change+184 (+16%)
Value$1.2M (+$137.9K)
Filed 2026-10-27
Unify Financial Advisors
INCREASED
Shares1,364 from 1,320
Change+44 (+3%)
Value$1.2M (+$6.9K)
Filed 2026-11-03
Gerald Baker Financial Group LLC
INCREASED
Shares1,361 from 1,359
Change+2 (+0%)
Value$1.2M (-$32.2K)
Filed 2026-10-09
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$1.2M (-$34.1K)
Filed 2026-10-16
Waters Parkerson & Co., LLC
INCREASED
Shares1,354 from 1,299
Change+55 (+4%)
Value$1.2M (+$17.4K)
Filed 2026-11-04
Formidable Asset Management, LLC
DECREASED
Shares1,351 from 1,355
Change-4 (0%)
Value$1.3M (-$86.2K)
Filed 2026-11-03
Investmark Advisory Group LLC
INCREASED
Shares1,349 from 1,092
Change+257 (+24%)
Value$1.2M (+$207.7K)
Filed 2026-10-27
1834 Investment Advisors Co
DECREASED
Shares1,345 from 1,411
Change-66 (-5%)
Value$1.2M (-$95.5K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,342 from 1,392
Change-50 (-4%)
Value$1.2M (-$80.5K)
Filed 2026-11-04
D'Orazio & Associates, Inc.
DECREASED
Shares1,340 from 1,545
Change-205 (-13%)
Value$1.2M (-$225.4K)
Filed 2026-11-04
Values Added Financial LLC
DECREASED
Shares1,340 from 1,352
Change-12 (-1%)
Value$1.2M (-$44.9K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
DECREASED
Shares1,334 from 1,337
Change-3 (0%)
Value$1.2M (-$36.3K)
Filed 2026-10-27
Solidarity Wealth, LLC
INCREASED
Shares1,333 from 914
Change+419 (+46%)
Value$1.2M (+$358.5K)
Filed 2026-10-15
Missouri Trust & Investment Co
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$1.2M (-$55.4K)
Filed 2026-11-04
Waterway Wealth Management, LLC
INCREASED
Shares1,331 from 1,296
Change+35 (+3%)
Value$1.2M (-$674)
Filed 2026-10-28
Mindset Wealth Management, LLC
DECREASED
Shares1,329 from 1,356
Change-27 (-2%)
Value$1.2M (-$58.7K)
Filed 2026-10-19
Sage Rhino Capital LLC
DECREASED
Shares1,328 from 1,333
Change-5 (0%)
Value$1.2M (-$38.1K)
Filed 2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares1,325 from 1,415
Change-90 (-6%)
Value$1.2M (-$118.0K)
Filed 2026-10-26
Wealth Architects, LLC
INCREASED
Shares1,317 from 1,279
Change+38 (+3%)
Value$1.2M (+$2.4K)
Filed 2026-11-03
Centerpoint Advisors, LLC
INCREASED
Shares1,314 from 1,115
Change+199 (+18%)
Value$1.2M (+$153.0K)
Filed 2026-11-05
May Hill Capital, LLC
INCREASED
Shares1,312 from 1,060
Change+252 (+24%)
Value$1.2M (+$202.8K)
Filed 2026-11-03
Diligent Investors, LLC
DECREASED
Shares1,312 from 1,372
Change-60 (-4%)
Value$1.2M (-$88.8K)
Filed 2026-10-21
Integrity Advisory Solutions, LLC
INCREASED
Shares1,311 from 1,024
Change+287 (+28%)
Value$1.2M (+$235.2K)
Filed 2026-10-29
Bauman Advisory Group, LLC
INCREASED
Shares1,310 from 1,308
Change+2 (+0%)
Value$1.2M (-$31.3K)
Filed 2026-10-29
Winthrop Advisory Group LLC
DECREASED
Shares1,306 from 1,342
Change-36 (-3%)
Value$1.2M (-$67.1K)
Filed 2026-10-22
Parkside Investments, LLC
DECREASED
Shares1,305 from 1,309
Change-4 (0%)
Value$1.2M (-$37.3K)
Filed 2026-10-20
Cromwell Holdings LLC
INCREASED
Shares1,304 from 1,135
Change+169 (+15%)
Value$1.2M (+$125.3K)
Filed 2026-10-28
Paradigm Asset Management Co LLC
DECREASED
Shares1,300 from 1,681
Change-381 (-23%)
Value$1.2M (-$389.1K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares1,300 from 1,216
Change+84 (+7%)
Value$1.2M (+$45.2K)
Filed 2026-10-26
Versant Capital Management, Inc
DECREASED
Shares1,297 from 1,571
Change-274 (-17%)
Value$1.2M (-$288.8K)
Filed 2026-10-02
Gemmer Asset Management LLC
DECREASED
Shares1,296 from 1,342
Change-46 (-3%)
Value$1.2M (-$75.4K)
Filed 2026-10-16
1900 Wealth Management LLC
INCREASED
Shares1,292 from 1,249
Change+43 (+3%)
Value$1.2M (+$7.8K)
Filed 2026-10-13
Allied Investment Advisors, LLC
DECREASED
Shares1,291 from 1,398
Change-107 (-8%)
Value$1.2M (-$132.5K)
Filed 2026-10-13
Foster Group, Inc.
DECREASED
Shares1,290 from 1,385
Change-95 (-7%)
Value$1.2M (-$122.0K)
Filed 2026-10-13
Milestone Asset Management Group, LLC
INCREASED
Shares1,290 from 1,273
Change+17 (+1%)
Value$1.2M (-$16.3K)
Filed 2026-10-20
WealthSpring Partners, LLC
DECREASED
Shares1,288 from 2,111
Change-823 (-39%)
Value$1.2M (-$802.0K)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,287 from 1,713
Change-426 (-25%)
Value$1.2M (-$430.8K)
Filed 2026-10-13
Stableford Capital II LLC
INCREASED
Shares1,286 from 1,247
Change+39 (+3%)
Value$1.2M (+$4.2K)
Filed 2026-10-09
Montgomery Investment Management Inc
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$1.2M (-$32.3K)
Filed 2026-10-26
Amplius Wealth Advisors, LLC
INCREASED
Shares1,284 from 1,175
Change+109 (+9%)
Value$1.2M (+$69.7K)
Filed 2026-10-20
Gleason Group, Inc.
DECREASED
Shares1,283 from 1,356
Change-73 (-5%)
Value$1.2M (-$100.6K)
Filed 2026-10-15
Davidson Investment Advisors
INCREASED
Shares1,283 from 1,260
Change+23 (+2%)
Value$1.2M (-$10.7K)
Filed 2026-10-20
Foundry Financial LLC
INCREASED
Shares1,282 from 1,222
Change+60 (+5%)
Value$1.2M (+$23.8K)
Filed 2026-10-16
Thompson Davis & Co., Inc.
UNCHANGED
Shares1,281 from 1,281
Change0 (0%)
Value$1.2M (-$32.2K)
Filed 2026-11-05
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares1,279 from 943
Change+336 (+36%)
Value$1.2M (+$282.2K)
Filed 2026-10-22
Goldstein Advisors, LLC
DECREASED
Shares1,279 from 1,466
Change-187 (-13%)
Value$1.2M (-$207.1K)
Filed 2026-10-15
Watershed Private Wealth LLC
INCREASED
Shares1,278 from 1,265
Change+13 (+1%)
Value$1.2M (-$20.3K)
Filed 2026-10-30
Phoenix Wealth Advisors
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$1.2M (-$32.1K)
Filed 2026-11-03
Parthenon LLC
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$1.2M (-$32.1K)
Filed 2026-10-22
Stablepoint Partners, LLC
DECREASED
Shares1,272 from 1,318
Change-46 (-3%)
Value$1.2M (-$75.0K)
Filed 2026-11-03
Gilliland Jeter Wealth Management LLC
INCREASED
Shares1,272 from 1,264
Change+8 (+1%)
Value$1.2M (-$24.5K)
Filed 2026-10-28
Skyline Advisors, Inc.
INCREASED
Shares1,270 from 1,268
Change+2 (+0%)
Value$1.2M (-$30.5K)
Filed 2026-11-03
Carrera Capital Advisors
DECREASED
Shares1,269 from 1,362
Change-93 (-7%)
Value$1.2M (-$119.0K)
Filed 2026-11-03
Mission Financial Group, LLC
DECREASED
Shares1,269 from 1,344
Change-75 (-6%)
Value$1.2M (-$102.3K)
Filed 2026-10-21
Bender Robert & Associates
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$1.2M (-$31.9K)
Filed 2026-10-21
Nabity-Jensen Investment Management Inc
INCREASED
Shares1,264 from 1,234
Change+30 (+2%)
Value$1.2M (-$3.7K)
Filed 2026-10-23
Capital Advantage, Inc.
INCREASED
Shares1,263 from 1,233
Change+30 (+2%)
Value$1.1M (-$3.7K)
Filed 2026-10-14
Payden & Rygel
DECREASED
Shares1,260 from 9,960
Change-8,700 (-87%)
Value$1.1M (-$8.2M)
Filed 2026-10-28
Financial Consulate, Inc
INCREASED
Shares1,258 from 1,238
Change+20 (+2%)
Value$1.1M (-$13.5K)
Filed 2026-10-23
Catalyst Private Wealth, LLC
INCREASED
Shares1,257 from 991
Change+266 (+27%)
Value$1.1M (+$217.2K)
Filed 2026-10-13
West Paces Advisors Inc.
INCREASED
Shares1,257 from 1,232
Change+25 (+2%)
Value$1.1M (-$8.1K)
Filed 2026-10-13
Winthrop Capital Management, LLC
INCREASED
Shares1,257 from 1,254
Change+3 (+0%)
Value$1.1M (-$29.8K)
Filed 2026-11-05
Pathway Financial Advisers, LLC
INCREASED
Shares1,252 from 1,243
Change+9 (+1%)
Value$1.1M (-$13.3K)
Filed 2026-10-27
Sacks & Associates, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$1.1M (-$51.8K)
Filed 2026-10-09
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares1,249 from 4,314
Change-3,065 (-71%)
Value$1.1M (-$2.9M)
Filed 2026-10-20
Baker Boyer National Bank
INCREASED
Shares1,249 from 1,216
Change+33 (+3%)
Value$1.1M (-$517)
Filed 2026-11-05
West Bancorporation Inc
DECREASED
Shares1,248 from 1,255
Change-7 (-1%)
Value$1.1M (-$37.9K)
Filed 2026-10-29
Connecticut Capital Management Group, LLC
INCREASED
Shares1,247 from 1,241
Change+6 (+0%)
Value$1.1M (-$25.7K)
Filed 2026-10-29
San Luis Wealth Advisors LLC
DECREASED
Shares1,239 from 1,317
Change-78 (-6%)
Value$1.1M (-$103.8K)
Filed 2026-10-27
Riversedge Advisors, LLC
DECREASED
Shares1,236 from 1,474
Change-238 (-16%)
Value$1.1M (-$253.2K)
Filed 2026-10-09
Eclectic Associates Inc
INCREASED
Shares1,236 from 1,057
Change+179 (+17%)
Value$1.1M (+$136.3K)
Filed 2026-10-09
Main Street Group, LTD
DECREASED
Shares1,229 from 1,243
Change-14 (-1%)
Value$1.1M (-$43.9K)
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
First Command Advisory Services, Inc.
DECREASED
Shares1,225 from 1,250
Change-25 (-2%)
Value$1.1M (-$54.2K)
Filed 2026-11-05
Destiny Capital Corp
INCREASED
Shares1,224 from 1,207
Change+17 (+1%)
Value$1.1M (-$15.3K)
Filed 2026-11-03
Prentice Wealth Management LLC
DECREASED
Shares1,220 from 1,242
Change-22 (-2%)
Value$1.1M (-$51.2K)
Filed 2026-10-20
Revolve Wealth Partners, LLC
DECREASED
Shares1,217 from 1,272
Change-55 (-4%)
Value$1.1M (-$82.0K)
Filed 2026-10-23
Financial Perspectives, Inc
DECREASED
Shares1,217 from 1,238
Change-21 (-2%)
Value$1.1M (-$51.0K)
Filed 2026-11-03
Northern Capital Management, Inc.
INCREASED
Shares1,217 from 1,216
Change+1 (+0%)
Value$1.1M (-$29.9K)
Filed 2026-11-05
Verde Capital Management
DECREASED
Shares1,216 from 3,602
Change-2,386 (-66%)
Value$1.1M (-$2.3M)
Filed 2026-10-28
Focused Wealth Management, Inc
DECREASED
Shares1,214 from 1,393
Change-179 (-13%)
Value$1.1M (-$197.6K)
Filed 2026-10-30
Paulson Wealth Management Inc.
DECREASED
Shares1,212 from 1,221
Change-9 (-1%)
Value$1.1M (-$38.9K)
Filed 2026-11-02
Titleist Asset Management, LLC
INCREASED
Shares1,211 from 1,134
Change+77 (+7%)
Value$1.1M (+$40.7K)
Filed 2026-10-08
Tortuga Wealth Management, Inc
DECREASED
Shares1,211 from 1,224
Change-13 (-1%)
Value$1.1M (-$42.6K)
Filed 2026-10-27
Lawson Kroeker Investment Management Inc
DECREASED
Shares1,210 from 1,260
Change-50 (-4%)
Value$1.1M (-$76.9K)
Filed 2026-10-22
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares1,209 from 1,221
Change-12 (-1%)
Value$1.1M (-$41.6K)
Filed 2026-10-14
Sentry LLC
DECREASED
Shares1,208 from 1,388
Change-180 (-13%)
Value$1.1M (-$198.7K)
Filed 2026-10-30
TrustBank
DECREASED
Shares1,203 from 1,289
Change-86 (-7%)
Value$1.1M (-$110.7K)
Filed 2026-10-20
Patton Albertson Miller Group, LLC
DECREASED
Shares1,202 from 1,678
Change-476 (-28%)
Value$1.1M (-$475.5K)
Filed 2026-10-26
KPP Advisory Services LLC
INCREASED
Shares1,202 from 965
Change+237 (+25%)
Value$1.1M (+$191.5K)
Filed 2026-10-26
Heartwood Wealth Advisors LLC
INCREASED
Shares1,199 from 1,151
Change+48 (+4%)
Value$1.1M (+$14.8K)
Filed 2026-10-05
Financial Partners Group, Inc
DECREASED
Shares1,198 from 1,216
Change-18 (-1%)
Value$1.1M (-$46.3K)
Filed 2026-10-19
MW Advisory, LLC
DECREASED
Shares1,196 from 1,617
Change-421 (-26%)
Value$1.1M (-$423.9K)
Filed 2026-10-19
55 North Private Wealth, LLC
DECREASED
Shares1,195 from 1,282
Change-87 (-7%)
Value$1.1M (-$111.4K)
Filed 2026-10-20
Summit Asset Management, LLC
INCREASED
Shares1,195 from 1,190
Change+5 (+0%)
Value$1.1M (-$25.4K)
Filed 2026-11-05
One Day In July LLC
DECREASED
Shares1,193 from 1,220
Change-27 (-2%)
Value$1.1M (-$54.9K)
Filed 2026-10-30
Worthington Financial Partners, LLC
INCREASED
Shares1,191 from 1,179
Change+12 (+1%)
Value$1.1M (-$18.3K)
Filed 2026-10-13
Anchyra Partners LLC
DECREASED
Shares1,186 from 1,265
Change-79 (-6%)
Value$1.1M (-$103.7K)
Filed 2026-10-13
Fulcrum Capital LLC
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$1.1M (-$29.8K)
Filed 2026-10-15
Cahaba Wealth Management, Inc.
INCREASED
Shares1,183 from 1,167
Change+16 (+1%)
Value$1.1M (-$14.3K)
Filed 2026-10-26
TFC Financial Management, Inc.
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$1.1M (-$29.7K)
Filed 2026-10-26
JBR Co Financial Management Inc
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$1.1M (-$12.7K)
Filed 2026-10-13
Van Cleef Asset Management,Inc
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$1.1M (-$29.4K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares1,167 from 1,215
Change-48 (-4%)
Value$1.1M (-$75.0K)
Filed 2026-10-23
WP Advisors, LLC
INCREASED
Shares1,166 from 1,165
Change+1 (+0%)
Value$1.1M (-$27.6K)
Filed 2026-10-22
KTF Investments, LLC
DECREASED
Shares1,161 from 1,364
Change-203 (-15%)
Value$1.1M (-$219.1K)
Filed 2026-10-23
Urban Wealth Management, LLC
DECREASED
Shares1,160 from 2,340
Change-1,180 (-50%)
Value$1.1M (-$1.1M)
Filed 2026-10-21
Altura Wealth Advisors Inc.
INCREASED
Shares1,160 from 1,031
Change+129 (+13%)
Value$1.1M (+$90.8K)
Filed 2026-10-22
Roxbury Financial LLC
DECREASED
Shares1,160 from 1,164
Change-4 (0%)
Value$1.1M (-$32.6K)
Filed 2026-10-01
Michael Brady & Co., LLC
DECREASED
Shares1,156 from 1,196
Change-40 (-3%)
Value$1.1M (-$66.5K)
Filed 2026-10-23
WestHill Financial Advisors, Inc.
INCREASED
Shares1,156 from 1,151
Change+5 (+0%)
Value$1.1M (-$24.4K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED
Shares1,155 from 1,302
Change-147 (-11%)
Value$1.1M (-$166.5K)
Filed 2026-10-16
Buckhead Capital Management LLC
DECREASED
Shares1,152 from 1,166
Change-14 (-1%)
Value$1.0M (-$42.0K)
Filed 2026-11-03
Colonial River Investments, LLC
DECREASED
Shares1,151 from 1,168
Change-17 (-1%)
Value$1.0M (-$44.8K)
Filed 2026-10-19
Plan A Wealth LLC
INCREASED
Shares1,150 from 1,138
Change+12 (+1%)
Value$1.0M (-$17.7K)
Filed 2026-10-08
Builder Investment Group Inc
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$1.0M (-$28.9K)
Filed 2026-10-22
Redmond Asset Management, LLC
DECREASED
Shares1,145 from 1,150
Change-5 (0%)
Value$1.0M (-$33.5K)
Filed 2026-10-27
Adelphi Trust Co
INCREASED
Shares1,142 from 1,122
Change+20 (+2%)
Value$1.0M (-$10.0K)
Filed 2026-10-05
Paragon Private Wealth Management, LLC
DECREASED
Shares1,139 from 1,614
Change-475 (-29%)
Value$1.0M (-$473.7K)
Filed 2026-10-20
American Institute for Advanced Investment Management, LLP
INCREASED
Shares1,139 from 1,104
Change+35 (+3%)
Value$1.0M (+$4.1K)
Filed 2026-11-03
LifeSteps Financial, Inc.
DECREASED
Shares1,137 from 1,630
Change-493 (-30%)
Value$1.0M (-$489.3K)
Filed 2026-10-15
Long Island Wealth Management, Inc.
INCREASED
Shares1,137 from 1,103
Change+34 (+3%)
Value$1.0M (+$3.2K)
Filed 2026-10-20
Enterprise Financial Services Corp
DECREASED
Shares1,135 from 1,219
Change-84 (-7%)
Value$1.0M (-$107.1K)
Filed 2026-11-03
Fusion Capital, LLC
DECREASED
Shares1,133 from 1,138
Change-5 (0%)
Value$1.0M (-$33.1K)
Filed 2026-10-28
Trilogy Capital Inc.
INCREASED
Shares1,130 from 1,121
Change+9 (+1%)
Value$1.0M (-$20.0K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares1,128 from 1,102
Change+26 (+2%)
Value$1.0M (-$4.6K)
Filed 2026-10-16
Nova Financial LLC
NEW
Shares1,127
Change+1,127
Value$1.0M
Filed 2026-11-04
Paladin Partners, LLC
DECREASED
Shares1,126 from 1,151
Change-25 (-2%)
Value$1.0M (-$51.7K)
Filed 2026-10-06
Fulcrum Wealth Advisors, LLC
DECREASED
Shares1,120 from 1,129
Change-9 (-1%)
Value$1.0M (-$36.2K)
Filed 2026-10-16
MN Wealth Advisors, LLC
DECREASED
Shares1,118 from 1,128
Change-10 (-1%)
Value$1.0M (-$37.9K)
Filed 2026-10-23
Intelligent Financial Strategies
DECREASED
Shares1,116 from 1,156
Change-40 (-3%)
Value$1.0M (-$65.5K)
Filed 2026-10-16
Shikiar Asset Management Inc
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$1.0M (-$28.0K)
Filed 2026-10-20
Rubicon Advisors, GP
INCREASED
Shares1,114 from 999
Change+115 (+12%)
Value$1.0M (+$79.6K)
Filed 2026-10-23
Koenig Investment Advisory, LLC
INCREASED
Shares1,113 from 1,109
Change+4 (+0%)
Value$1.0M (-$24.8K)
Filed 2026-10-09
Essential Investment Partners LLC
INCREASED
Shares1,112 from 414
Change+698 (+169%)
Value$1.0M (+$625.0K)
Filed 2026-10-27
Wisconsin Wealth Advisors, LLC
DECREASED
Shares1,111 from 1,147
Change-36 (-3%)
Value$1.0M (-$61.5K)
Filed 2026-10-08
Meadow Creek Wealth Advisors LLC
INCREASED
Shares1,111 from 1,088
Change+23 (+2%)
Value$1.0M (-$6.4K)
Filed 2026-11-02
Ridgecrest Wealth Partners, LLC
DECREASED
Shares1,108 from 1,115
Change-7 (-1%)
Value$1.0M (-$34.4K)
Filed 2026-10-19
Gill Capital Partners, LLC
UNCHANGED
Shares1,105 from 1,105
Change0 (0%)
Value$1.0M (-$27.8K)
Filed 2026-10-13
Howard Financial Services, Ltd.
DECREASED
Shares1,104 from 1,110
Change-6 (-1%)
Value$1.0M (-$33.8K)
Filed 2026-10-15
Morton Capital Management LLC
DECREASED
Shares1,101 from 1,201
Change-100 (-8%)
Value$1.0M (-$121.1K)
Filed 2026-10-23
Merrion Investment Management Co, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$1.0M (-$27.6K)
Filed 2026-10-16
Sage Capital Management, LLC
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$1.0M (-$27.6K)
Filed 2026-10-20
IFG Advisors, LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$996.4K (-$27.5K)
Filed 2026-10-15
Brady Martz Wealth Solutions, LLC
INCREASED
Shares1,093 from 1,037
Change+56 (+5%)
Value$995.5K (+$25.5K)
Filed 2026-11-05
Marks Group Wealth Management, Inc
INCREASED
Shares1,089 from 1,088
Change+1 (+0%)
Value$991.6K (-$26.6K)
Filed 2026-11-05
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares1,088 from 1,092
Change-4 (0%)
Value$990.2K (-$31.0K)
Filed 2026-11-05
Biltmore Wealth Management, LLC
DECREASED
Shares1,087 from 1,113
Change-26 (-2%)
Value$989.2K (-$52.1K)
Filed 2026-10-09
Elevation Wealth Management LLC
DECREASED
Shares1,084 from 1,130
Change-46 (-4%)
Value$987.2K (-$69.7K)
Filed 2026-11-02
Chris Bulman Inc
DECREASED
Shares1,082 from 1,227
Change-145 (-12%)
Value$985.1K (-$162.8K)
Filed 2026-10-20
Charles Schwab Trust Co
INCREASED
Shares1,080 from 780
Change+300 (+38%)
Value$983.2K (+$253.5K)
Filed 2026-10-15
Mendel Money Management
DECREASED
Shares1,077 from 1,086
Change-9 (-1%)
Value$980.4K (-$35.5K)
Filed 2026-11-02
Key FInancial Inc
INCREASED
Shares1,075 from 969
Change+106 (+11%)
Value$978.6K (+$72.1K)
Filed 2026-11-02
Hardworking Capital Advisors, LLC
INCREASED
Shares1,074 from 1,022
Change+52 (+5%)
Value$977.8K (+$21.7K)
Filed 2026-10-20
Uptick Partners, LLC
INCREASED
Shares1,074 from 1,049
Change+25 (+2%)
Value$978.1K (-$3.0K)
Filed 2026-11-04
Enclave Advisors LLC
DECREASED
Shares1,072 from 1,124
Change-52 (-5%)
Value$976.0K (-$75.6K)
Filed 2026-10-14
Armstrong Henry H Associates Inc
UNCHANGED
Shares1,071 from 1,071
Change0 (0%)
Value$975.0K (-$26.9K)
Filed 2026-10-07
Tcfg Investment Advisors, LLC
INCREASED
Shares1,069 from 1,066
Change+3 (+0%)
Value$973.3K (-$24.2K)
Filed 2026-10-20
Signet Investment Advisory Group, Inc.
DECREASED
Shares1,066 from 1,080
Change-14 (-1%)
Value$970.4K (-$39.9K)
Filed 2026-10-30
Alpine Bank Wealth Management
DECREASED
Shares1,062 from 1,095
Change-33 (-3%)
Value$966.8K (-$57.6K)
Filed 2026-10-16
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares1,062 from 1,071
Change-9 (-1%)
Value$966.4K (-$35.1K)
Filed 2026-10-16
Northland Securities, Inc.
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$967.2K (-$26.6K)
Filed 2026-11-02
TSG Advice Partners, LLC
NEW
Shares1,061
Change+1,061
Value$992.9K
Filed 2026-10-29
Fermata Advisors, LLC
DECREASED
Shares1,060 from 1,148
Change-88 (-8%)
Value$964.7K (-$108.8K)
Filed 2026-10-13
Henshaw Capital LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$965.0K (-$26.6K)
Filed 2026-11-03
Sunrise Financial Services, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$965.0K (-$26.6K)
Filed 2026-10-21
Lantern Wealth Advisors, LLC
INCREASED
Shares1,059 from 782
Change+277 (+35%)
Value$964.1K (+$232.5K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$964.1K (-$26.2K)
Filed 2026-10-09
AXS Investments LLC
INCREASED
Shares1,057 from 15
Change+1,042 (+6947%)
Value$962.2K (+$948.2K)
Filed 2026-11-04
Argyle Capital Partners, LLC
INCREASED
Shares1,055 from 1,025
Change+30 (+3%)
Value$961.0K (+$1.9K)
Filed 2026-10-23
GW Henssler & Associates LTD
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$960.8K (-$26.1K)
Filed 2026-10-26
CKW Financial Group
INCREASED
Shares1,054 from 1,049
Change+5 (+0%)
Value$964.0K (+$963.0K)
Filed 2026-10-29
SLT Holdings LLC
INCREASED
Shares1,052 from 898
Change+154 (+17%)
Value$957.4K (+$117.7K)
Filed 2026-10-15
Independent Wealth Network Inc.
DECREASED
Shares1,051 from 1,076
Change-25 (-2%)
Value$956.7K (-$50.0K)
Filed 2026-10-19
Valley Wealth Managers, Inc.
INCREASED
Shares1,048 from 1,006
Change+42 (+4%)
Value$954.0K (+$13.0K)
Filed 2026-10-09
MKT Advisors LLC
DECREASED
Shares1,046 from 1,647
Change-601 (-36%)
Value$991.5K (-$569.0K)
Filed 2026-10-20
Elevated Private Wealth, LLC
DECREASED
Shares1,045 from 1,070
Change-25 (-2%)
Value$951.3K (-$49.5K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
DECREASED
Shares1,044 from 1,218
Change-174 (-14%)
Value$950.4K (-$188.7K)
Filed 2026-10-22
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares1,043 from 1,042
Change+1 (+0%)
Value$949.5K (-$25.7K)
Filed 2026-10-07
GFS Advisors, LLC
INCREASED
Shares1,042 from 934
Change+108 (+12%)
Value$949.0K (+$729.7K)
Filed 2026-11-03
Bond & Devick Financial Network, Inc.
DECREASED
Shares1,042 from 1,047
Change-5 (0%)
Value$948.6K (-$30.9K)
Filed 2026-10-23
Crown Wealth Group, LLC
DECREASED
Shares1,039 from 1,268
Change-229 (-18%)
Value$945.9K (-$240.3K)
Filed 2026-10-19
Postrock Partners LLC
INCREASED
Shares1,039 from 1,038
Change+1 (+0%)
Value$945.8K (-$25.2K)
Filed 2026-11-02
Fortress Financial Solutions, LLC
NEW
Shares1,034
Change+1,034
Value$941.9K
Filed 2026-10-14
Goldenstone Wealth Management LLC
INCREASED
Shares1,031 from 980
Change+51 (+5%)
Value$938.1K (+$21.3K)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares1,027
Change+1,027
Value$935.3K
Filed 2026-10-28
Antonelli Financial Advisors, LLC
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$935.0K (-$26.0K)
Filed 2026-10-13
Pacific Center for Financial Services
INCREASED
Shares1,024 from 916
Change+108 (+12%)
Value$932.3K (+$75.9K)
Filed 2026-10-15
Barton Investment Management
UNCHANGED
Shares1,024 from 1,024
Change0 (0%)
Value$932.2K (-$25.7K)
Filed 2026-10-27
Brandywine OAK Private Wealth LLC
DECREASED
Shares1,023 from 1,036
Change-13 (-1%)
Value$931.5K (-$37.9K)
Filed 2026-10-23
Five Oceans Advisors
DECREASED
Shares1,019 from 1,382
Change-363 (-26%)
Value$927.6K (-$365.2K)
Filed 2026-10-22
Omega Financial Group, LLC
INCREASED
Shares1,017 from 1,016
Change+1 (+0%)
Value$925.7K (-$25.2K)
Filed 2026-10-29
Aerodigm Wealth, LLC
DECREASED
Shares1,016 from 1,069
Change-53 (-5%)
Value$924.9K (-$75.2K)
Filed 2026-10-16
SYM Financial Corp
DECREASED
Shares1,015 from 1,044
Change-29 (-3%)
Value$924.1K (-$52.6K)
Filed 2026-10-26
CLG LLC
INCREASED
Shares1,012 from 1,011
Change+1 (+0%)
Value$921.5K (-$24.0K)
Filed 2026-10-13
Magnolia Capital Management LTD
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$921.0K (-$26.0K)
Filed 2026-10-09
Inspirion Wealth Advisors, LLC
DECREASED
Shares1,004 from 1,005
Change-1 (0%)
Value$914.4K (-$15.1K)
Filed 2026-10-09
Old Mission Investment Co LLC
DECREASED
Shares1,002 from 1,045
Change-43 (-4%)
Value$912.4K (-$65.3K)
Filed 2026-10-22
Tilia Fiduciary Partners, Inc.
DECREASED
Shares1,001 from 1,050
Change-49 (-5%)
Value$911.1K (-$71.6K)
Filed 2026-10-09
Quattro Financial Advisors LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$910.3K (-$25.1K)
Filed 2026-10-15
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares992 from 989
Change+3 (+0%)
Value$903.3K (-$22.0K)
Filed 2026-10-20
Hunter Associates Investment Management LLC
DECREASED
Shares987 from 1,043
Change-56 (-5%)
Value$898.0K (-$75.0K)
Filed 2026-10-26
Altus Wealth Group LLC
DECREASED
Shares986 from 1,033
Change-47 (-5%)
Value$897.6K (-$68.7K)
Filed 2026-10-20
Arbor Investment Advisors, LLC
DECREASED
Shares985 from 1,735
Change-750 (-43%)
Value$896.4K (-$726.3K)
Filed 2026-10-26
Pacifica Partners Inc.
INCREASED
Shares982 from 956
Change+26 (+3%)
Value$898.4K (-$10.9K)
Filed 2026-10-09
Next Level Wealth Planning, LLC
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$893.1K (-$24.5K)
Filed 2026-10-29
Bingham Private Wealth, LLC
DECREASED
Shares980 from 1,272
Change-292 (-23%)
Value$892.5K (-$297.8K)
Filed 2026-11-05
RVW Wealth, LLC
DECREASED
Shares979 from 1,002
Change-23 (-2%)
Value$891.2K (-$46.1K)
Filed 2026-10-06
Archer Investment Corp
INCREASED
Shares979 from 970
Change+9 (+1%)
Value$891.3K (-$16.1K)
Filed 2026-11-05
Breakwater Capital Group
DECREASED
Shares978 from 1,006
Change-28 (-3%)
Value$890.3K (-$50.8K)
Filed 2026-10-09
Brown Miller Wealth Management, LLC
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$889.2K (-$24.5K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
DECREASED
Shares975 from 1,025
Change-50 (-5%)
Value$887.9K (-$71.2K)
Filed 2026-10-19
Centennial Wealth Advisory LLC
INCREASED
Shares974 from 858
Change+116 (+14%)
Value$886.3K (+$83.9K)
Filed 2026-10-16
RED Lighthouse Investment Management, LLC
INCREASED
Shares974 from 973
Change+1 (+0%)
Value$886.7K (-$23.5K)
Filed 2026-11-02
Smith Shellnut Wilson LLC
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$886.7K (-$24.5K)
Filed 2026-10-21
Juncture Wealth Strategies, LLC
INCREASED
Shares972 from 952
Change+20 (+2%)
Value$884.9K (-$5.5K)
Filed 2026-10-06
Slocum, Gordon & Co LLP
INCREASED
Shares971 from 967
Change+4 (+0%)
Value$883.9K (-$20.7K)
Filed 2026-10-19
Mraz, Amerine & Associates, Inc.
INCREASED
Shares968 from 962
Change+6 (+1%)
Value$881.2K (-$18.7K)
Filed 2026-10-30
Waycross Investment Management Co
INCREASED
Shares968 from 967
Change+1 (+0%)
Value$881.4K (-$23.5K)
Filed 2026-10-14
Elevated Financial Group LLC
DECREASED
Shares964 from 1,132
Change-168 (-15%)
Value$877.6K (-$181.3K)
Filed 2026-10-16
Western Pacific Wealth Management, LP
DECREASED
Shares964 from 1,011
Change-47 (-5%)
Value$877.6K (-$68.2K)
Filed 2026-10-16
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares964 from 945
Change+19 (+2%)
Value$877.6K (-$6.5K)
Filed 2026-10-28
Gradient Capital Advisors, LLC
INCREASED
Shares963 from 959
Change+4 (+0%)
Value$876.6K (-$21.0K)
Filed 2026-10-21
BAM Wealth Management, LLC
DECREASED
Shares962 from 990
Change-28 (-3%)
Value$875.7K (-$50.4K)
Filed 2026-10-15
Meridian Investment Counsel Inc.
INCREASED
Shares962 from 960
Change+2 (+0%)
Value$875.7K (-$22.3K)
Filed 2026-10-14
Bear Mountain Capital, Inc.
INCREASED
Shares962 from 960
Change+2 (+0%)
Value$951.4K (+$66.3K)
Filed 2026-11-04
Invera Wealth Advisors, LLC
INCREASED
Shares958 from 890
Change+68 (+8%)
Value$872.1K (+$39.5K)
Filed 2026-10-28
Bangor Savings Bank
DECREASED
Shares957 from 1,006
Change-49 (-5%)
Value$871.2K (-$69.9K)
Filed 2026-10-06
Trinity Financial Advisors LLC
DECREASED
Shares957 from 965
Change-8 (-1%)
Value$871.3K (-$31.5K)
Filed 2026-10-09
Advocate Investing Services LLC
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$869.4K (-$24.0K)
Filed 2026-10-26
GR Financial Group, LLC
INCREASED
Shares954 from 801
Change+153 (+19%)
Value$868.9K (+$119.4K)
Filed 2026-10-27
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$868.5K (-$24.0K)
Filed 2026-11-02
Nolet Wealth Management, LLC
DECREASED
Shares951 from 979
Change-28 (-3%)
Value$865.4K (-$50.8K)
Filed 2026-10-15
Crescent Grove Advisors, LLC
DECREASED
Shares949 from 1,054
Change-105 (-10%)
Value$863.5K (-$122.5K)
Filed 2026-10-21
Veery Capital, LLC
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$859.4K (-$23.7K)
Filed 2026-10-07
Gilman Hill Asset Management, LLC
INCREASED
Shares943 from 841
Change+102 (+12%)
Value$858.8K (+$72.4K)
Filed 2026-10-13
Provident Investment Management, Inc.
INCREASED
Shares942 from 920
Change+22 (+2%)
Value$857.5K (-$3.1K)
Filed 2026-10-23
Cascade Investment Group, Inc.
DECREASED
Shares940 from 990
Change-50 (-5%)
Value$855.7K (-$70.4K)
Filed 2026-10-13
Unique Wealth, LLC
DECREASED
Shares939 from 991
Change-52 (-5%)
Value$855.1K (-$72.3K)
Filed 2026-10-16
Northwest Wealth Advisors, LLC
INCREASED
Shares939 from 937
Change+2 (+0%)
Value$854.5K (-$22.2K)
Filed 2026-11-02
Conestoga Capital Advisors, LLC
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$851.2K (-$23.5K)
Filed 2026-11-02
Leo Wealth, LLC
NEW
Shares934
Change+934
Value$849.9K
Filed 2026-10-26
Clark Asset Management, LLC
DECREASED
Shares932 from 987
Change-55 (-6%)
Value$848.4K (-$74.9K)
Filed 2026-10-19
Balefire, LLC
DECREASED
Shares931 from 938
Change-7 (-1%)
Value$847.8K (-$29.9K)
Filed 2026-10-09
Providence Wealth Advisors, LLC
DECREASED
Shares929 from 988
Change-59 (-6%)
Value$855.3K (-$76.6K)
Filed 2026-10-29
Legacy Capital Wealth Partners, LLC
INCREASED
Shares929 from 925
Change+4 (+0%)
Value$845.7K (-$19.8K)
Filed 2026-10-21
Helium Advisors LLC
DECREASED
Shares927 from 934
Change-7 (-1%)
Value$843.9K (-$29.7K)
Filed 2026-10-23
Saxony Capital Management, LLC
INCREASED
Shares926 from 832
Change+94 (+11%)
Value$843.2K (+$64.7K)
Filed 2026-10-15
Verum Partners LLC
DECREASED
Shares926 from 955
Change-29 (-3%)
Value$842.9K (-$50.8K)
Filed 2026-10-21
Summit Financial Wealth Advisors, LLC
DECREASED
Shares925 from 996
Change-71 (-7%)
Value$842.2K (-$89.6K)
Filed 2026-10-15
Symmetry Partners, LLC
INCREASED
Shares925 from 882
Change+43 (+5%)
Value$842.1K (+$17.1K)
Filed 2026-10-27
First Financial Corp
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$841.2K (-$23.2K)
Filed 2026-10-13
StoneRidge PMG Advisors, LLC
NEW
Shares922
Change+922
Value$839.0K
Filed 2026-11-04
Bigelow Investment Advisors, LLC
INCREASED
Shares921 from 857
Change+64 (+7%)
Value$838.4K (+$36.7K)
Filed 2026-10-13
Syverson Strege & Co
DECREASED
Shares921 from 923
Change-2 (0%)
Value$838.4K (-$25.0K)
Filed 2026-11-02
Flynn Zito Capital Management, LLC
DECREASED
Shares919 from 967
Change-48 (-5%)
Value$836.2K (-$68.7K)
Filed 2026-11-04
Mitchell Capital Management Co
DECREASED
Shares918 from 6,357
Change-5,439 (-86%)
Value$835.7K (-$5.1M)
Filed 2026-10-29
LongView Wealth Management
INCREASED
Shares915 from 876
Change+39 (+4%)
Value$833.2K (+$13.5K)
Filed 2026-10-19
Smith & Howard Wealth Management, LLC
INCREASED
Shares911 from 685
Change+226 (+33%)
Value$829.7K (+$188.7K)
Filed 2026-10-27
Poehling Capital Management, Inc.
DECREASED
Shares911 from 914
Change-3 (0%)
Value$829.3K (-$25.7K)
Filed 2026-10-20
Courage Miller Partners, LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$828.6K (-$22.9K)
Filed 2026-10-21
Wealth Effects LLC
INCREASED
Shares908 from 891
Change+17 (+2%)
Value$826.7K (-$6.9K)
Filed 2026-10-23
Victrix Investment Advisors
DECREASED
Shares908 from 915
Change-7 (-1%)
Value$826.5K (-$29.4K)
Filed 2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED
Shares907 from 1,010
Change-103 (-10%)
Value$825.9K (-$119.0K)
Filed 2026-10-13
M.E. Allison & Co., Inc.
DECREASED
Shares905 from 936
Change-31 (-3%)
Value$823.7K (-$51.6K)
Filed 2026-10-09
Echo45 Advisors LLC
INCREASED
Shares903 from 615
Change+288 (+47%)
Value$822.1K (+$247.0K)
Filed 2026-10-07
Live Oak Private Wealth LLC
INCREASED
Shares902 from 901
Change+1 (+0%)
Value$821.1K (-$21.7K)
Filed 2026-11-02
TPG Advisors LLC
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$821.1K (-$22.7K)
Filed 2026-10-16
Box Hill Private Wealth LLC
DECREASED
Shares901 from 923
Change-22 (-2%)
Value$820.0K (-$43.1K)
Filed 2026-10-05
Birinyi Associates Inc
DECREASED
Shares900 from 1,150
Change-250 (-22%)
Value$819.0K (-$257.0K)
Filed 2026-10-28
Trust Co of the South
DECREASED
Shares891 from 961
Change-70 (-7%)
Value$811.1K (-$87.9K)
Filed 2026-10-21
Pinion Investment Advisors, LLC
DECREASED
Shares890 from 991
Change-101 (-10%)
Value$809.9K (-$116.7K)
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares889 from 928
Change-39 (-4%)
Value$809.3K (-$58.8K)
Filed 2026-11-05
BNB Wealth Management, LLC
INCREASED
Shares887 from 838
Change+49 (+6%)
Value$807.6K (+$23.8K)
Filed 2026-10-28
LJI Wealth Management, LLC
DECREASED
Shares886 from 956
Change-70 (-7%)
Value$806.6K (-$87.7K)
Filed 2026-10-28
Miller Financial Services LLC
INCREASED
Shares881 from 806
Change+75 (+9%)
Value$802.0K (+$48.1K)
Filed 2026-10-20
Hourglass Capital, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$801.1K (-$22.1K)
Filed 2026-10-26
Black Diamond Financial, LLC
INCREASED
Shares879 from 806
Change+73 (+9%)
Value$800.3K (+$46.2K)
Filed 2026-10-26
Sawgrass Asset Management LLC
INCREASED
Shares878 from 703
Change+175 (+25%)
Value$799.3K (+$141.6K)
Filed 2026-11-03
Pettinga Financial Advisors LLC
DECREASED
Shares877 from 982
Change-105 (-11%)
Value$798.4K (-$119.9K)
Filed 2026-10-13
Altiora Financial Group, LLC
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$798.4K (-$22.0K)
Filed 2026-11-04
Optima Capital LLC
DECREASED
Shares875 from 892
Change-17 (-2%)
Value$797.1K (-$37.8K)
Filed 2026-10-29
Chickasaw Capital Management LLC
DECREASED
Shares872 from 952
Change-80 (-8%)
Value$793.8K (-$97.2K)
Filed 2026-10-08
Centerpoint Advisory Group
UNCHANGED
Shares872 from 872
Change0 (0%)
Value$793.8K (-$21.9K)
Filed 2026-10-23
Beacon Financial Group
INCREASED
Shares871 from 849
Change+22 (+3%)
Value$793.0K (-$1.3K)
Filed 2026-10-19
New Capital Management LP
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$791.3K (-$21.8K)
Filed 2026-10-29
Hara Capital LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$790.2K (-$21.8K)
Filed 2026-10-30
Monument Capital Management
DECREASED
Shares866 from 876
Change-10 (-1%)
Value$788.4K (-$31.1K)
Filed 2026-10-09
Southland Equity Partners LLC
INCREASED
Shares865 from 863
Change+2 (+0%)
Value$787.1K (-$19.8K)
Filed 2026-10-14
RF&L Wealth Management, LLC
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$787.4K (-$21.7K)
Filed 2026-10-20
Avanza Fonder AB
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$787.4K (-$21.7K)
Filed 2026-10-13
Souders Financial Advisors
DECREASED
Shares862 from 909
Change-47 (-5%)
Value$784.3K (-$66.5K)
Filed 2026-11-03
Weil Company, Inc.
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$784.8K (-$21.5K)
Filed 2026-10-14
Alchemi Wealth, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$785.8K (-$21.5K)
Filed 2026-11-04
Wolverine Asset Management LLC
INCREASED
Shares858 from 308
Change+550 (+179%)
Value$781.1K (+$492.9K)
Filed 2026-11-02
InTrack Investment Management Inc
INCREASED
Shares857 from 678
Change+179 (+26%)
Value$780.2K (+$145.7K)
Filed 2026-10-15
Blue Zone Wealth Advisors, LLC
INCREASED
Shares856 from 844
Change+12 (+1%)
Value$779.5K (-$10.0K)
Filed 2026-10-19
SilverOak Wealth Management LLC
DECREASED
Shares856 from 858
Change-2 (0%)
Value$779.3K (-$23.4K)
Filed 2026-10-29
Councilmark Asset Management, LLC
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$778.3K (-$21.5K)
Filed 2026-10-20
Monarch Capital Management Inc
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$776.5K (-$21.4K)
Filed 2026-10-19
Diversified Management Inc
DECREASED
Shares852 from 975
Change-123 (-13%)
Value$775.8K (-$136.4K)
Filed 2026-10-08
Scott Capital Advisors, LLC
INCREASED
Shares848 from 748
Change+100 (+13%)
Value$798.9K (+$99.4K)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED
Shares843 from 934
Change-91 (-10%)
Value$767.0K (-$107.1K)
Filed 2026-10-26
Fiduciary Financial Group, LLC
INCREASED
Shares843 from 780
Change+63 (+8%)
Value$767.6K (+$37.8K)
Filed 2026-10-13
Aquire Wealth Advisors, LLC
INCREASED
Shares842 from 833
Change+9 (+1%)
Value$766.5K (-$12.7K)
Filed 2026-10-23
Vertrix Wealth Management, LLC
INCREASED
Shares842 from 841
Change+1 (+0%)
Value$766.8K (-$20.0K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
DECREASED
Shares841 from 1,082
Change-241 (-22%)
Value$786.9K (-$242.8K)
Filed 2026-10-19
Peoples Bank
DECREASED
Shares840 from 847
Change-7 (-1%)
Value$764.7K (-$27.7K)
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED
Shares838 from 910
Change-72 (-8%)
Value$762.5K (-$88.4K)
Filed 2026-10-19
James J. Burns & Company, LLC
INCREASED
Shares838 from 815
Change+23 (+3%)
Value$762.9K (+$455)
Filed 2026-10-22
MFA Wealth Services
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$762.5K (-$21.1K)
Filed 2026-10-14
Capstone Capital Management Ltd
INCREASED
Shares837 from 819
Change+18 (+2%)
Value$762.0K (-$4.2K)
Filed 2026-10-21
Atlas Private Wealth Advisors
DECREASED
Shares836 from 864
Change-28 (-3%)
Value$760.9K (-$46.9K)
Filed 2026-10-23
Eagle Harbor Asset Management Inc
DECREASED
Shares836 from 843
Change-7 (-1%)
Value$761.0K (-$27.6K)
Filed 2026-10-21
M. Kraus & Co
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$758.3K (-$20.9K)
Filed 2026-10-20
Leonteq Securities AG
DECREASED
Shares832 from 857
Change-25 (-3%)
Value$757.4K (-$44.3K)
Filed 2026-10-29
LightSquare Wealth Management, LLC
UNCHANGED
Shares832 from 832
Change0 (0%)
Value$757.8K (-$20.9K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED
Shares830 from 802
Change+28 (+3%)
Value$755.5K (+$4.6K)
Filed 2026-11-02
Steel Grove Capital Advisors, LLC
DECREASED
Shares830 from 838
Change-8 (-1%)
Value$755.9K (-$28.4K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares828 from 833
Change-5 (-1%)
Value$753.8K (-$25.5K)
Filed 2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED
Shares825 from 845
Change-20 (-2%)
Value$751.0K (-$39.4K)
Filed 2026-11-02
Exchange Bank
DECREASED
Shares825 from 826
Change-1 (0%)
Value$751.0K (-$21.7K)
Filed 2026-10-07
Financial Security Advisor, Inc.
DECREASED
Shares823 from 834
Change-11 (-1%)
Value$748.9K (-$31.7K)
Filed 2026-11-03
Princeton Global Asset Management LLC
DECREASED
Shares820 from 825
Change-5 (-1%)
Value$746.8K (-$25.0K)
Filed 2026-10-21
Womack Financial LLC
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$743.7K (-$20.5K)
Filed 2026-10-14
Kaizen Financial Strategies
DECREASED
Shares815 from 885
Change-70 (-8%)
Value$742.0K (-$76.5K)
Filed 2026-10-09
Evanson Financial, LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$742.3K (-$20.5K)
Filed 2026-10-23
Weinberger Asset Management, Inc
INCREASED
Shares814 from 808
Change+6 (+1%)
Value$741.4K (-$28.1K)
Filed 2026-10-28
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$761.6K ($0)
Filed 2026-11-03
Avantra Family Wealth, Inc.
DECREASED
Shares813 from 815
Change-2 (0%)
Value$740.1K (-$22.3K)
Filed 2026-10-20
Capital Square, LLC
DECREASED
Shares809 from 902
Change-93 (-10%)
Value$736.5K (-$90.0K)
Filed 2026-10-19
Cadent Capital Advisors, LLC
UNCHANGED
Shares809 from 809
Change0 (0%)
Value$736.9K (-$19.4K)
Filed 2026-10-09
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares806 from 672
Change+134 (+20%)
Value$733.7K (+$64.1K)
Filed 2026-10-14
Legacy Wealth Partners, LLC
INCREASED
Shares802 from 745
Change+57 (+8%)
Value$730.1K (+$33.2K)
Filed 2026-10-15
Rise Advisors, LLC
INCREASED
Shares800 from 712
Change+88 (+12%)
Value$728.7K (+$62.3K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares799 from 739
Change+60 (+8%)
Value$727.7K (+$36.1K)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
INCREASED
Shares797 from 778
Change+19 (+2%)
Value$725.2K (-$3.2K)
Filed 2026-11-03
Enzi Wealth
INCREASED
Shares794 from 751
Change+43 (+6%)
Value$758.3K (+$65.8K)
Filed 2026-10-14
LifeWealth Investments, LLC
DECREASED
Shares794 from 801
Change-7 (-1%)
Value$722.6K (-$26.7K)
Filed 2026-10-21
Ejmk Ventures LLC
DECREASED
Shares793 from 874
Change-81 (-9%)
Value$722.0K (-$95.7K)
Filed 2026-10-21
Richardson Financial Services Inc.
DECREASED
Shares790 from 1,025
Change-235 (-23%)
Value$719.2K (-$239.7K)
Filed 2026-10-30
Verity & Verity, LLC
DECREASED
Shares789 from 815
Change-26 (-3%)
Value$718.3K (-$44.2K)
Filed 2026-10-23
Brucke Financial, Inc.
INCREASED
Shares788 from 728
Change+60 (+8%)
Value$717.1K (+$36.3K)
Filed 2026-10-23
Benchmark Financial, LLC
INCREASED
Shares788 from 759
Change+29 (+4%)
Value$717.7K (+$7.3K)
Filed 2026-10-16
Riverwater Partners LLC
DECREASED
Shares785 from 847
Change-62 (-7%)
Value$714.6K (-$77.7K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
DECREASED
Shares784 from 829
Change-45 (-5%)
Value$713.4K (-$62.5K)
Filed 2026-10-07
Advisortrust Partners, LLC
DECREASED
Shares784 from 808
Change-24 (-3%)
Value$713.5K (-$42.9K)
Filed 2026-11-02
Vista Investment Partners LLC
INCREASED
Shares781 from 769
Change+12 (+2%)
Value$711.0K (-$8.4K)
Filed 2026-10-08
Berkshire Money Management, Inc.
NEW
Shares780
Change+780
Value$710.3K
Filed 2026-10-21
Shade Tree Advisors LLC
INCREASED
Shares780 from 779
Change+1 (+0%)
Value$710.4K (-$18.5K)
Filed 2026-10-22
WJ Wealth Management, LLC
INCREASED
Shares779 from 751
Change+28 (+4%)
Value$709.2K (+$6.6K)
Filed 2026-11-03
KRS Capital Management, LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$708.9K (-$19.4K)
Filed 2026-10-16
Novem Group
DECREASED
Shares777 from 820
Change-43 (-5%)
Value$707.3K (-$60.0K)
Filed 2026-10-19
Investment Partners Asset Management, Inc.
DECREASED
Shares775 from 777
Change-2 (0%)
Value$705.5K (-$21.3K)
Filed 2026-10-09
Old Port Advisors
DECREASED
Shares774 from 789
Change-15 (-2%)
Value$704.2K (-$34.0K)
Filed 2026-10-23
Strid Group, LLC
INCREASED
Shares773 from 762
Change+11 (+1%)
Value$703.7K (-$9.1K)
Filed 2026-10-28
Davidson Kahn Capital Management, LLC
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$703.9K (-$19.4K)
Filed 2026-10-26
Advisory Advocates, LLC
DECREASED
Shares772 from 834
Change-62 (-7%)
Value$703.0K (-$77.7K)
Filed 2026-11-05
Blossom Wealth Management
INCREASED
Shares772 from 743
Change+29 (+4%)
Value$702.7K (+$7.8K)
Filed 2026-11-03
Tarbox Family Office, Inc.
INCREASED
Shares771 from 721
Change+50 (+7%)
Value$701.9K (+$27.4K)
Filed 2026-10-23
Bill Few Associates, Inc.
DECREASED
Shares769 from 838
Change-69 (-8%)
Value$700.1K (-$83.9K)
Filed 2026-10-09
Affinity Capital Advisors, LLC
INCREASED
Shares769 from 755
Change+14 (+2%)
Value$728.6K (+$11.0K)
Filed 2026-10-13
Coquina Private Wealth LLC
DECREASED
Shares766 from 775
Change-9 (-1%)
Value$697.6K (-$27.7K)
Filed 2026-10-27
CMG Global Holdings, LLC
DECREASED
Shares764 from 768
Change-4 (-1%)
Value$695.5K (-$23.2K)
Filed 2026-10-14
First City Capital Management, Inc.
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$695.5K (-$19.2K)
Filed 2026-10-27
Kwmg, LLC
DECREASED
Shares763 from 797
Change-34 (-4%)
Value$694.9K (-$51.0K)
Filed 2026-10-07
PUREfi Wealth, LLC
DECREASED
Shares763 from 780
Change-17 (-2%)
Value$694.8K (-$35.0K)
Filed 2026-10-19
Seizert Capital Partners, LLC
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$694.6K (-$19.2K)
Filed 2026-10-30
Mascoma Wealth Management LLC
DECREASED
Shares762 from 906
Change-144 (-16%)
Value$693.7K (-$153.9K)
Filed 2026-10-23
Thrive Wealth Management, LLC
DECREASED
Shares762 from 795
Change-33 (-4%)
Value$693.6K (-$49.9K)
Filed 2026-10-13
Essex LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$691.8K (-$19.0K)
Filed 2026-10-14
Evansbrook LLC
INCREASED
Shares757 from 693
Change+64 (+9%)
Value$689.4K (+$41.0K)
Filed 2026-10-16
Firestone Capital Management
INCREASED
Shares757 from 756
Change+1 (+0%)
Value$688.8K (-$18.8K)
Filed 2026-11-03
Elite Wealth Management, Inc.
UNCHANGED
Shares756 from 756
Change0 (0%)
Value$688.2K (-$19.0K)
Filed 2026-11-03
NBH Bank
INCREASED
Shares750 from 662
Change+88 (+13%)
Value$682.8K (+$63.5K)
Filed 2026-11-05
AUA Capital Management, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$682.8K (-$18.8K)
Filed 2026-10-15
Sage Private Wealth Group, LLC
INCREASED
Shares749 from 664
Change+85 (+13%)
Value$681.8K (+$60.8K)
Filed 2026-10-21
Capital Squared Financial LLC
INCREASED
Shares749 from 695
Change+54 (+8%)
Value$682.2K (+$32.3K)
Filed 2026-10-30
Trademark Financial Management, LLC
DECREASED
Shares747 from 766
Change-19 (-2%)
Value$679.6K (-$37.4K)
Filed 2026-10-23
Jacobsen Capital Management
DECREASED
Shares747 from 750
Change-3 (0%)
Value$680.0K (-$21.6K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
DECREASED
Shares745 from 811
Change-66 (-8%)
Value$678.2K (-$80.5K)
Filed 2026-10-01
Bdfs Capital LLC
DECREASED
Shares745 from 754
Change-9 (-1%)
Value$678.5K (-$27.0K)
Filed 2026-10-14
Towerpoint Wealth, LLC
INCREASED
Shares743 from 633
Change+110 (+17%)
Value$676.4K (+$84.2K)
Filed 2026-10-13
QTR Family Wealth, LLC
DECREASED
Shares742 from 1,031
Change-289 (-28%)
Value$675.7K (-$288.8K)
Filed 2026-11-02
Tactive Advisors, LLC
DECREASED
Shares741 from 865
Change-124 (-14%)
Value$674.2K (-$135.1K)
Filed 2026-10-08
Long Road Investment Counsel, LLC
DECREASED
Shares738 from 938
Change-200 (-21%)
Value$671.8K (-$205.6K)
Filed 2026-11-04
Braeburn Wealth Management LLC
INCREASED
Shares738 from 728
Change+10 (+1%)
Value$671.8K (-$9.1K)
Filed 2026-10-15
Mcrae Capital Management Inc
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$671.8K (-$18.5K)
Filed 2026-10-15
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares737 from 539
Change+198 (+37%)
Value$670.9K (+$166.7K)
Filed 2026-10-13
Quantum Financial Advisors, LLC
INCREASED
Shares737 from 703
Change+34 (+5%)
Value$670.7K (+$13.3K)
Filed 2026-11-03
Key Client Fiduciary Advisors, LLC
INCREASED
Shares737 from 735
Change+2 (+0%)
Value$670.5K (-$17.5K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
INCREASED
Shares736 from 730
Change+6 (+1%)
Value$670.2K (-$12.8K)
Filed 2026-10-16
Argos Wealth Advisors, LLC
DECREASED
Shares735 from 755
Change-20 (-3%)
Value$668.8K (-$37.2K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$663.6K (-$18.3K)
Filed 2026-10-05
AMG Asset Management Group, Inc.
DECREASED
Shares727 from 1,253
Change-526 (-42%)
Value$661.9K (-$510.3K)
Filed 2026-10-21
Beverly Hills Private Wealth, LLC
INCREASED
Shares726 from 712
Change+14 (+2%)
Value$661.3K (-$5.2K)
Filed 2026-11-04
TigerOak Management, L.L.C.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$660.0K (-$18.2K)
Filed 2026-10-23
Momentous Wealth Management, Inc.
INCREASED
Shares722 from 674
Change+48 (+7%)
Value$657.1K (+$26.8K)
Filed 2026-10-21
Floyd Financial Group LLC
INCREASED
Shares720 from 645
Change+75 (+12%)
Value$687.3K (+$92.8K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
INCREASED
Shares718 from 715
Change+3 (+0%)
Value$653.8K (-$15.2K)
Filed 2026-11-04
Madison Park Capital Advisors, LLC
DECREASED
Shares717 from 4,507
Change-3,790 (-84%)
Value$652.7K (+$289.6K)
Filed 2026-10-28
Collective Family Office LLC
DECREASED
Shares717 from 728
Change-11 (-2%)
Value$652.7K (-$28.3K)
Filed 2026-10-05
Orin Green Financial, LLC
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$651.3K (-$18.0K)
Filed 2026-10-19
Palisade Asset Management, LLC
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$650.9K (-$18.0K)
Filed 2026-11-03
Northern Lights Advisors, Inc.
INCREASED
Shares714 from 421
Change+293 (+70%)
Value$649.7K (+$256.0K)
Filed 2026-10-21
Lee Financial Co
INCREASED
Shares713 from 698
Change+15 (+2%)
Value$649.3K (-$3.6K)
Filed 2026-10-16
Elevatus Welath Management
DECREASED
Shares712 from 783
Change-71 (-9%)
Value$648.9K (-$83.8K)
Filed 2026-10-19
Virtue Asset Management LLC
DECREASED
Shares712 from 714
Change-2 (0%)
Value$648.4K (-$19.8K)
Filed 2026-10-21
Hendershot Investments Inc.
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$644.5K (-$17.8K)
Filed 2026-11-05
Stolz & Associates, PS
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$642.7K (-$17.7K)
Filed 2026-11-05
Plimoth Trust Co LLC
INCREASED
Shares705 from 457
Change+248 (+54%)
Value$641.8K (+$214.3K)
Filed 2026-10-26
BankPlus Wealth Management LLC
INCREASED
Shares704 from 700
Change+4 (+1%)
Value$642.1K (-$13.1K)
Filed 2026-10-13
Capital Wealth Alliance, LLC
INCREASED
Shares703 from 505
Change+198 (+39%)
Value$640.0K (+$167.6K)
Filed 2026-10-20
Beacon Bank & Trust
DECREASED
Shares702 from 963
Change-261 (-27%)
Value$639.1K (-$261.8K)
Filed 2026-10-27
Correct Capital Wealth Management
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$639.1K (-$17.6K)
Filed 2026-11-02
Boit C F David
NEW
Shares700
Change+700
Value$637.2K
Filed 2026-10-29
Donalies Financial Planning, LLC
NEW
Shares700
Change+700
Value$637.2K
Filed 2026-10-19
Iams Wealth Management, LLC
DECREASED
Shares700 from 1,110
Change-410 (-37%)
Value$637.7K (-$401.2K)
Filed 2026-10-15
Ameliora Wealth Management Ltd.
DECREASED
Shares698 from 721
Change-23 (-3%)
Value$635.4K (-$39.1K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares698 from 682
Change+16 (+2%)
Value$635.3K (-$2.6K)
Filed 2026-11-05
Valtinson Bruner Financial Planning LLC
DECREASED
Shares697 from 698
Change-1 (0%)
Value$634.5K (-$18.2K)
Filed 2026-11-02
EdgeRock Capital LLC
DECREASED
Shares696 from 723
Change-27 (-4%)
Value$633.2K (-$42.7K)
Filed 2026-11-03
Cannon Financial Strategists, Inc.
DECREASED
Shares695 from 722
Change-27 (-4%)
Value$633.0K (-$42.7K)
Filed 2026-10-19
Tamar Securities, LLC
DECREASED
Shares694 from 706
Change-12 (-2%)
Value$631.7K (-$28.5K)
Filed 2026-11-03
HRC Wealth Management, LLC
INCREASED
Shares692 from 691
Change+1 (+0%)
Value$629.7K (-$17.0K)
Filed 2026-10-16
Successful Portfolios LLC
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$637.6K (+$5.5K)
Filed 2026-10-09
Tandem Investment Partners LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$628.1K (-$17.3K)
Filed 2026-10-16
Signature Equity Partners, LLC
DECREASED
Shares680 from 793
Change-113 (-14%)
Value$618.9K (-$123.2K)
Filed 2026-10-29
Nestegg Advisors, Inc.
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$619.0K (-$17.4K)
Filed 2026-10-21
Elm3 Financial Group, LLC
DECREASED
Shares679 from 687
Change-8 (-1%)
Value$618.4K (-$24.6K)
Filed 2026-10-07
LVM Capital Management LTD
DECREASED
Shares678 from 713
Change-35 (-5%)
Value$617.2K (-$49.8K)
Filed 2026-10-20
Abel Hall, LLC
DECREASED
Shares677 from 1,303
Change-626 (-48%)
Value$616.1K (-$602.6K)
Filed 2026-10-19
Paladin Wealth, LLC
INCREASED
Shares677 from 630
Change+47 (+7%)
Value$616.0K (+$26.6K)
Filed 2026-10-23
XXI Wealth, LLC
DECREASED
Shares677 from 709
Change-32 (-5%)
Value$616.7K (-$46.9K)
Filed 2026-10-22
Hiley Hunt Wealth Management
INCREASED
Shares677 from 674
Change+3 (+0%)
Value$616.4K (-$14.2K)
Filed 2026-10-08
SP Asset Management LLC
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$616.5K (-$17.0K)
Filed 2026-11-05
Intrua Financial, LLC
DECREASED
Shares676 from 771
Change-95 (-12%)
Value$614.7K (-$106.4K)
Filed 2026-10-28
First Growth Capital LLC
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$615.4K (-$17.0K)
Filed 2026-10-15
Keating Investment Counselors Inc
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$614.5K (-$17.0K)
Filed 2026-10-14
CWC Advisors, Llc.
DECREASED
Shares671 from 682
Change-11 (-2%)
Value$610.9K (-$27.1K)
Filed 2026-10-15
Asio Capital, LLC
DECREASED
Shares670 from 675
Change-5 (-1%)
Value$609.9K (-$21.5K)
Filed 2026-10-19
Community Bank & Trust, Waco, Texas
INCREASED
Shares667 from 577
Change+90 (+16%)
Value$607.0K (+$67.0K)
Filed 2026-10-19
BOS Asset Management, LLC
DECREASED
Shares667 from 730
Change-63 (-9%)
Value$607.2K (-$75.7K)
Filed 2026-10-09
Peterson Wealth Advisors, LLC
DECREASED
Shares666 from 702
Change-36 (-5%)
Value$606.6K (-$50.2K)
Filed 2026-10-08
Prota Financial, LLC
INCREASED
Shares666 from 658
Change+8 (+1%)
Value$608.9K (+$947)
Filed 2026-10-08
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$606.7K (-$16.7K)
Filed 2026-10-08
Peak Financial Management, Inc.
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$605.7K (-$16.7K)
Filed 2026-10-16
Krane Financial Solutions LLC
INCREASED
Shares661 from 660
Change+1 (+0%)
Value$601.4K (-$15.8K)
Filed 2026-10-30
Carmel Capital Partners, LLC
INCREASED
Shares658 from 650
Change+8 (+1%)
Value$599.4K (-$8.8K)
Filed 2026-11-03
North Berkeley Wealth Management, LLC
DECREASED
Shares658 from 664
Change-6 (-1%)
Value$599.0K (-$22.1K)
Filed 2026-11-02
Newman Dignan & Sheerar, Inc.
INCREASED
Shares658 from 657
Change+1 (+0%)
Value$598.6K (-$16.4K)
Filed 2026-10-21
Heritage Family Offices, LLP
DECREASED
Shares657 from 796
Change-139 (-17%)
Value$598.1K (-$146.5K)
Filed 2026-11-02
Hamilton Capital, LLC
DECREASED
Shares657 from 712
Change-55 (-8%)
Value$598.1K (-$68.0K)
Filed 2026-10-08
Uhlmann Price Securities, LLC
INCREASED
Shares656 from 427
Change+229 (+54%)
Value$597.4K (+$197.8K)
Filed 2026-11-03
Greenwood Capital Associates LLC
DECREASED
Shares656 from 692
Change-36 (-5%)
Value$597.2K (-$50.2K)
Filed 2026-10-27
Invested Advisors
DECREASED
Shares656 from 666
Change-10 (-1%)
Value$597.2K (-$25.8K)
Filed 2026-10-23
TrinityBridge Ltd
DECREASED
Shares656 from 666
Change-10 (-1%)
Value$597.0K (-$26.0K)
Filed 2026-10-30
Selective Wealth Management, Inc.
INCREASED
Shares654 from 598
Change+56 (+9%)
Value$639.8K (+$77.5K)
Filed 2026-10-16
Sulzberger Capital Advisors, Inc.
INCREASED
Shares652 from 554
Change+98 (+18%)
Value$593.5K (+$75.3K)
Filed 2026-10-20
Grey Fox Wealth Advisors, LLC
DECREASED
Shares652 from 669
Change-17 (-3%)
Value$593.6K (-$32.3K)
Filed 2026-11-03
Lantz Financial LLC
DECREASED
Shares652 from 662
Change-10 (-2%)
Value$593.3K (-$25.7K)
Filed 2026-10-15
Planned Solutions, Inc.
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$589.9K (-$16.3K)
Filed 2026-10-19
Thompson Investment Management, Inc.
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$589.9K (-$16.3K)
Filed 2026-10-14
Optivise Advisory Services LLC
DECREASED
Shares645 from 687
Change-42 (-6%)
Value$587.1K (-$55.5K)
Filed 2026-10-19
Ifrah Financial Services, Inc.
DECREASED
Shares645 from 659
Change-14 (-2%)
Value$586.8K (-$29.7K)
Filed 2026-10-13
Gibson Capital, LLC
DECREASED
Shares645 from 646
Change-1 (0%)
Value$587.2K (-$17.1K)
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares644 from 613
Change+31 (+5%)
Value$586.5K (+$12.7K)
Filed 2026-10-28
Fourpath Capital Management, LLC
INCREASED
Shares644 from 642
Change+2 (+0%)
Value$586.3K (-$14.3K)
Filed 2026-10-19
Accelerate Investment Advisors LLC
DECREASED
Shares643 from 732
Change-89 (-12%)
Value$585.4K (-$99.7K)
Filed 2026-11-02
Financial Management Professionals, Inc.
DECREASED
Shares643 from 645
Change-2 (0%)
Value$585.3K (-$18.0K)
Filed 2026-10-23
Investment Planning Advisors, Inc.
INCREASED
Shares641 from 523
Change+118 (+23%)
Value$583.5K (+$93.7K)
Filed 2026-10-14
Taylor Financial Group, Inc.
UNCHANGED
Shares641 from 641
Change0 (0%)
Value$583.5K (-$16.1K)
Filed 2026-11-02
Stordahl Capital Management, Inc.
UNCHANGED
Shares639 from 639
Change0 (0%)
Value$581.7K (-$16.1K)
Filed 2026-10-22
UMB Private Wealth Management, LLC
NEW
Shares637
Change+637
Value$579.9K
Filed 2026-10-19
Sterling Financial Planning, Inc.
INCREASED
Shares636 from 620
Change+16 (+3%)
Value$579.4K (-$956)
Filed 2026-10-28
Virginia Wealth Management Group, Inc.
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$579.0K (-$16.0K)
Filed 2026-10-14
New Covenant Trust Company, N.A.
INCREASED
Shares635 from 495
Change+140 (+28%)
Value$578.1K (+$115.0K)
Filed 2026-10-08
Clarity Wealth Development LLC
DECREASED
Shares635 from 734
Change-99 (-13%)
Value$578.2K (-$108.7K)
Filed 2026-10-22
Peoples Financial Services Corp.
DECREASED
Shares635 from 658
Change-23 (-3%)
Value$578.1K (-$37.5K)
Filed 2026-10-20
Stevens Capital Partners
INCREASED
Shares633 from 415
Change+218 (+53%)
Value$576.2K (+$188.2K)
Filed 2026-10-29
Lavelle Capital LP
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$576.1K (-$15.9K)
Filed 2026-11-03
CPA Asset Management Group, LLC
DECREASED
Shares632 from 647
Change-15 (-2%)
Value$574.9K (-$29.9K)
Filed 2026-10-26
Three Bridge Wealth Advisors, LLC
DECREASED
Shares632 from 636
Change-4 (-1%)
Value$575.3K (-$19.6K)
Filed 2026-11-05
Moulton Wealth Management, Inc
INCREASED
Shares631 from 630
Change+1 (+0%)
Value$577.2K (-$6.2K)
Filed 2026-10-13
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$573.8K (-$15.8K)
Filed 2026-11-05
Tributary Capital Management, LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$573.5K (-$15.8K)
Filed 2026-10-28
Pictet North America Advisors SA
INCREASED
Shares629 from 600
Change+29 (+5%)
Value$572.6K (+$11.3K)
Filed 2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED
Shares628 from 463
Change+165 (+36%)
Value$625.0K (+$198.5K)
Filed 2026-10-21
Willner & Heller, LLC
DECREASED
Shares627 from 654
Change-27 (-4%)
Value$571.1K (-$40.3K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
DECREASED
Shares626 from 695
Change-69 (-10%)
Value$619.2K (-$31.1K)
Filed 2026-10-19
Unified Investment Management
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$570.0K (-$15.7K)
Filed 2026-10-14
Heritage Investment Group, Inc.
INCREASED
Shares625 from 622
Change+3 (+0%)
Value$569.0K (-$12.9K)
Filed 2026-11-03
Bell Investment Advisors, Inc
INCREASED
Shares624 from 539
Change+85 (+16%)
Value$568.3K (+$64.0K)
Filed 2026-10-29
PFG Private Wealth Management, LLC
INCREASED
Shares624 from 582
Change+42 (+7%)
Value$568.3K (+$23.9K)
Filed 2026-10-15
Raleigh Capital Management Inc.
INCREASED
Shares624 from 596
Change+28 (+5%)
Value$567.9K (+$10.3K)
Filed 2026-10-28
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares624 from 619
Change+5 (+1%)
Value$567.8K (-$11.3K)
Filed 2026-10-15
Veracity Capital LLC
INCREASED
Shares622 from 616
Change+6 (+1%)
Value$565.9K (-$10.0K)
Filed 2026-10-08
World Equity Group, Inc.
DECREASED
Shares621 from 1,011
Change-390 (-39%)
Value$611.1K (-$334.6K)
Filed 2026-10-14
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares619 from 682
Change-63 (-9%)
Value$563.9K (-$74.4K)
Filed 2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$562.0K (-$15.0K)
Filed 2026-10-13
Kestra Investment Management, LLC
DECREASED
Shares616 from 1,586
Change-970 (-61%)
Value$561.0K (-$923.0K)
Filed 2026-11-04
Wespac Advisors, LLC
DECREASED
Shares616 from 640
Change-24 (-4%)
Value$560.8K (-$37.9K)
Filed 2026-10-26
Dagco, Inc.
INCREASED
Shares615 from 505
Change+110 (+22%)
Value$560.0K (+$87.7K)
Filed 2026-10-20
Boomfish Wealth Group, LLC
DECREASED
Shares615 from 627
Change-12 (-2%)
Value$559.6K (-$26.7K)
Filed 2026-10-22
Turning Point Benefit Group, Inc.
DECREASED
Shares614 from 616
Change-2 (0%)
Value$561.8K (-$8.7K)
Filed 2026-10-28
Foundation Wealth Management, LLC
INCREASED
Shares612 from 594
Change+18 (+3%)
Value$557.3K (+$1.9K)
Filed 2026-10-22
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares611 from 612
Change-1 (0%)
Value$556.2K (-$16.0K)
Filed 2026-10-13
Madden Securities Corp
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$555.3K (-$15.3K)
Filed 2026-10-27
JB Capital LLC
DECREASED
Shares608 from 665
Change-57 (-9%)
Value$553.2K (-$69.0K)
Filed 2026-10-19
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares605 from 408
Change+197 (+48%)
Value$550.4K (+$168.4K)
Filed 2026-11-05
J. L. Bainbridge & Co., Inc.
DECREASED
Shares605 from 705
Change-100 (-14%)
Value$550.7K (-$108.7K)
Filed 2026-10-20
Integris Wealth Management, LLC
DECREASED
Shares605 from 610
Change-5 (-1%)
Value$551.1K (-$19.8K)
Filed 2026-10-14
Warren Street Wealth Advisors, LLC
DECREASED
Shares602 from 675
Change-73 (-11%)
Value$548.1K (-$83.4K)
Filed 2026-11-04
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares600 from 489
Change+111 (+23%)
Value$546.3K (+$88.5K)
Filed 2026-10-22
Wilkins Investment Counsel Inc
INCREASED
Shares600 from 510
Change+90 (+18%)
Value$546.2K (+$69.1K)
Filed 2026-11-03
Financial Advisory Partners, LLC
DECREASED
Shares600 from 610
Change-10 (-2%)
Value$546.2K (-$24.4K)
Filed 2026-10-23
Carota Wealth Management
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$546.2K (-$15.1K)
Filed 2026-11-03
G&S Capital LLC
INCREASED
Shares599 from 219
Change+380 (+174%)
Value$545.3K (+$340.4K)
Filed 2026-10-23
BlueChip Wealth Advisors LLC
INCREASED
Shares599 from 319
Change+280 (+88%)
Value$545.6K (+$246.9K)
Filed 2026-11-03
Lakeshore Financial Planning, Inc.
INCREASED
Shares597 from 586
Change+11 (+2%)
Value$543.0K (-$5.6K)
Filed 2026-10-13
J.Safra Asset Management Corp
DECREASED
Shares597 from 598
Change-1 (0%)
Value$543.0K (-$16.2K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
INCREASED
Shares596 from 581
Change+15 (+3%)
Value$542.5K (-$1.3K)
Filed 2026-10-15
Financial Planning Hawaii, Inc.
DECREASED
Shares595 from 780
Change-185 (-24%)
Value$541.7K (-$187.5K)
Filed 2026-10-13
CWS Financial Advisors, LLC
INCREASED
Shares595 from 546
Change+49 (+9%)
Value$541.5K (+$31.1K)
Filed 2026-10-16
Valen Private Capital, LLC
NEW
Shares593
Change+593
Value$539.8K
Filed 2026-10-23
ADE, LLC
INCREASED
Shares590 from 589
Change+1 (+0%)
Value$537.1K (-$13.9K)
Filed 2026-10-29
August Group Capital Ltd
DECREASED
Shares589 from 615
Change-26 (-4%)
Value$535.3K (-$39.1K)
Filed 2026-10-14
Deseret Mutual Benefit Administrators
INCREASED
Shares589 from 565
Change+24 (+4%)
Value$536.2K (+$7.6K)
Filed 2026-11-04
Alkeme Wealth, LLC
INCREASED
Shares588 from 587
Change+1 (+0%)
Value$534.9K (-$14.5K)
Filed 2026-10-08
Chapin Davis, Inc.
INCREASED
Shares587 from 585
Change+2 (+0%)
Value$534.4K (-$12.9K)
Filed 2026-10-09
Adamsbrown Wealth Consultants LLC
DECREASED
Shares587 from 588
Change-1 (0%)
Value$534.0K (-$16.3K)
Filed 2026-10-20
Kelleher Financial Advisors
DECREASED
Shares586 from 1,540
Change-954 (-62%)
Value$533.4K (-$906.6K)
Filed 2026-10-30
Collaborative Fund Advisors, LLC
DECREASED
Shares586 from 1,012
Change-426 (-42%)
Value$533.5K (-$413.2K)
Filed 2026-11-02
Compagnie Lombard Odier SCmA
INCREASED
Shares586 from 366
Change+220 (+60%)
Value$533.5K (+$191.1K)
Filed 2026-11-04
Philadelphia Trust Co
DECREASED
Shares582 from 632
Change-50 (-8%)
Value$530.0K (-$61.0K)
Filed 2026-11-05
Sunpointe, LLC
DECREASED
Shares582 from 618
Change-36 (-6%)
Value$529.9K (-$48.3K)
Filed 2026-10-22
Fonville Wealth Management LLC
DECREASED
Shares579 from 599
Change-20 (-3%)
Value$527.2K (-$33.3K)
Filed 2026-10-28
Accel Wealth Management
DECREASED
Shares578 from 591
Change-13 (-2%)
Value$526.5K (-$26.4K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares577 from 559
Change+18 (+3%)
Value$524.9K (+$1.7K)
Filed 2026-10-19
Millennium Capital Advisors, LLC
DECREASED
Shares577 from 579
Change-2 (0%)
Value$524.9K (-$17.3K)
Filed 2026-10-16
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares575 from 592
Change-17 (-3%)
Value$523.1K (-$30.3K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares574 from 1,812
Change-1,238 (-68%)
Value$522.5K (-$1.2M)
Filed 2026-10-14
Decker Wealth Management LLC
INCREASED
Shares572 from 331
Change+241 (+73%)
Value$520.3K (+$210.6K)
Filed 2026-10-09
Seelaus Asset Management LLC
DECREASED
Shares571 from 787
Change-216 (-27%)
Value$519.7K (-$216.3K)
Filed 2026-10-14
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$519.9K (-$14.1K)
Filed 2026-10-08
Tannin Capital LLC
INCREASED
Shares570 from 538
Change+32 (+6%)
Value$518.9K (+$15.6K)
Filed 2026-11-05
Narus Financial Partners, LLC
INCREASED
Shares568 from 523
Change+45 (+9%)
Value$517.1K (+$27.5K)
Filed 2026-10-19
Precedent Wealth Partners, LLC
INCREASED
Shares567 from 503
Change+64 (+13%)
Value$516.5K (+$45.9K)
Filed 2026-10-21
Kachkovsky & Fisher, Inc.
INCREASED
Shares567 from 564
Change+3 (+1%)
Value$516.6K (-$10.8K)
Filed 2026-10-21
MMA Asset Management LLC
INCREASED
Shares566 from 486
Change+80 (+16%)
Value$515.5K (+$60.6K)
Filed 2026-11-02
Pennsylvania Capital Management Inc
DECREASED
Shares565 from 585
Change-20 (-3%)
Value$514.3K (-$32.9K)
Filed 2026-11-05
Advisor Resource Council
DECREASED
Shares564 from 598
Change-34 (-6%)
Value$521.0K (-$47.1K)
Filed 2026-11-05
FAI Advisors, Inc.
INCREASED
Shares563 from 560
Change+3 (+1%)
Value$512.5K (-$11.3K)
Filed 2026-10-27
Abner Herrman & Brock LLC
DECREASED
Shares562 from 575
Change-13 (-2%)
Value$512.0K (-$26.0K)
Filed 2026-10-20
Torray Investment Partners LLC
DECREASED
Shares560 from 628
Change-68 (-11%)
Value$509.8K (-$77.7K)
Filed 2026-10-30
Archvest Wealth Advisors, Inc.
DECREASED
Shares560 from 606
Change-46 (-8%)
Value$509.4K (-$57.9K)
Filed 2026-10-29
Investment Management Trust, LLC
INCREASED
Shares560 from 558
Change+2 (+0%)
Value$509.4K (-$12.3K)
Filed 2026-11-05
Rodgers & Associates, LTD
INCREASED
Shares559 from 556
Change+3 (+1%)
Value$508.9K (-$11.2K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares559 from 557
Change+2 (+0%)
Value$508.9K (-$12.0K)
Filed 2026-10-14
TFB Advisors LLC
INCREASED
Shares555 from 554
Change+1 (+0%)
Value$505.2K (-$13.0K)
Filed 2026-11-02
Summit Securities Group LLC
NEW
Shares554
Change+554
Value$504.3K
Filed 2026-11-05
Braun-Bostich & Associates Inc.
INCREASED
Shares554 from 492
Change+62 (+13%)
Value$504.3K (+$44.1K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares551 from 365
Change+186 (+51%)
Value$502.5K (+$159.9K)
Filed 2026-10-16
Bayban
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$515.4K ($0)
Filed 2026-11-05
Blankinship & Foster, LLC
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$501.7K (-$13.8K)
Filed 2026-10-19
Matrix Asset Advisors Inc
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$501.4K (-$13.7K)
Filed 2026-10-13
Creative Capital Management Investments LLC
DECREASED
Shares550 from 559
Change-9 (-2%)
Value$500.7K (-$22.2K)
Filed 2026-10-28
Capstone Wealth Management Group, Inc.
INCREASED
Shares549 from 418
Change+131 (+31%)
Value$499.5K (+$108.4K)
Filed 2026-10-19
Convergence Investment Partners, LLC
INCREASED
Shares549 from 491
Change+58 (+12%)
Value$499.5K (+$40.5K)
Filed 2026-10-28
KFA Private Wealth Group, LLC
INCREASED
Shares549 from 547
Change+2 (+0%)
Value$499.9K (-$12.2K)
Filed 2026-10-07
Basso Capital Management, L.P.
NEW
Shares546
Change+546
Value$496.8K
Filed 2026-10-30
Aletheian Wealth Advisors LLC
INCREASED
Shares542 from 521
Change+21 (+4%)
Value$493.4K (+$6.0K)
Filed 2026-10-08
Opal Wealth Advisors, LLC
INCREASED
Shares542 from 537
Change+5 (+1%)
Value$493.4K (-$8.9K)
Filed 2026-10-16
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$493.0K (-$14.0K)
Filed 2026-10-27
Meridian Financial Partners LLC
INCREASED
Shares541 from 539
Change+2 (+0%)
Value$529.3K (+$35.1K)
Filed 2026-10-23
Culbertson A N & Co Inc
DECREASED
Shares540 from 550
Change-10 (-2%)
Value$491.6K (-$22.9K)
Filed 2026-10-21
Rahlfs Capital, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$491.6K (-$13.6K)
Filed 2026-10-23
Adkins Seale Capital Management LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$491.6K (-$13.6K)
Filed 2026-10-27
Harbor Group, Inc.
INCREASED
Shares539 from 379
Change+160 (+42%)
Value$490.7K (+$136.4K)
Filed 2026-10-14
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$488.9K (-$13.5K)
Filed 2026-10-09
Quantum Financial Partners LLC
DECREASED
Shares536 from 575
Change-39 (-7%)
Value$487.5K (-$51.1K)
Filed 2026-10-19
Smith Salley Wealth Management
DECREASED
Shares536 from 569
Change-33 (-6%)
Value$487.8K (-$44.3K)
Filed 2026-11-03
Innova Wealth Partners
INCREASED
Shares535 from 534
Change+1 (+0%)
Value$487.2K (-$12.4K)
Filed 2026-10-21
Kingstone Capital Partners Texas, LLC
INCREASED
Shares535 from 534
Change+1 (+0%)
Value$486.8K (-$12.7K)
Filed 2026-11-03
Private Client Services, LLC
DECREASED
Shares534 from 722
Change-188 (-26%)
Value$485.7K (-$190.0K)
Filed 2026-10-02
First Community Trust NA
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$486.1K (-$13.4K)
Filed 2026-10-07
Insight Inv LLC
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$485.2K (-$13.4K)
Filed 2026-10-27
KFG Wealth Management, LLC
DECREASED
Shares532 from 614
Change-82 (-13%)
Value$483.9K (-$90.8K)
Filed 2026-10-16
Cap Partners, LLC
INCREASED
Shares532 from 514
Change+18 (+4%)
Value$484.3K (+$3.5K)
Filed 2026-10-19
High Note Wealth, LLC
DECREASED
Shares530 from 531
Change-1 (0%)
Value$482.5K (-$14.3K)
Filed 2026-10-27
Waterfront Wealth Inc.
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$525.0K (+$40.3K)
Filed 2026-11-03
Griffith & Werner, Inc.
INCREASED
Shares527 from 492
Change+35 (+7%)
Value$480.1K (+$20.1K)
Filed 2026-11-04
Grant Private Wealth Management Inc
DECREASED
Shares525 from 746
Change-221 (-30%)
Value$477.9K (-$219.9K)
Filed 2026-10-19
StoryOne LLC
INCREASED
Shares522 from 290
Change+232 (+80%)
Value$475.2K (+$203.9K)
Filed 2026-10-13
Clay Northam Wealth Management, LLC
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$470.8K (-$13.0K)
Filed 2026-10-13
Virtue Capital Management, LLC
DECREASED
Shares516 from 571
Change-55 (-10%)
Value$469.7K (-$64.4K)
Filed 2026-10-29
Heritage Wealth Management, Inc.
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$467.9K (-$12.9K)
Filed 2026-10-27
Legacy Financial Strategies, LLC
DECREASED
Shares513 from 554
Change-41 (-7%)
Value$467.3K (-$51.2K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
INCREASED
Shares513 from 475
Change+38 (+8%)
Value$467.0K (+$22.7K)
Filed 2026-11-03
Oakmont Investment Advisors, Inc.
INCREASED
Shares513 from 505
Change+8 (+2%)
Value$467.9K (-$4.9K)
Filed 2026-10-21
Define Financial, LLC
INCREASED
Shares513 from 507
Change+6 (+1%)
Value$467.0K (-$7.7K)
Filed 2026-10-14
Fulcrum Equity Management
DECREASED
Shares512 from 590
Change-78 (-13%)
Value$466.2K (-$85.8K)
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares511 from 306
Change+205 (+67%)
Value$465.6K (+$178.9K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares511 from 547
Change-36 (-7%)
Value$464.9K (-$46.7K)
Filed 2026-11-04
Walker Asset Management, LLC
INCREASED
Shares511 from 510
Change+1 (+0%)
Value$465.2K (-$12.2K)
Filed 2026-10-13
Arvest Investments, Inc.
INCREASED
Shares510 from 509
Change+1 (+0%)
Value$464.3K (-$11.9K)
Filed 2026-10-21
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$464.3K (-$12.8K)
Filed 2026-10-19
Mcdonald Partners LLC
INCREASED
Shares509 from 499
Change+10 (+2%)
Value$463.4K (-$3.4K)
Filed 2026-11-03
Global Wealth Strategies & Associates
INCREASED
Shares508 from 463
Change+45 (+10%)
Value$462.1K (+$29.3K)
Filed 2026-10-02
Cambridge Financial Group, LLC
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$473.9K ($0)
Filed 2026-10-06
Detalus Advisors, LLC
DECREASED
Shares505 from 523
Change-18 (-3%)
Value$459.8K (-$29.4K)
Filed 2026-10-15
Campbell Newman Asset Management Inc
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$459.7K (-$12.7K)
Filed 2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares503 from 333
Change+170 (+51%)
Value$474.0K (+$162.4K)
Filed 2026-10-20
Valley National Advisers Inc
DECREASED
Shares503 from 507
Change-4 (-1%)
Value$458.3K (-$16.3K)
Filed 2026-10-23
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares503 from 501
Change+2 (+0%)
Value$457.9K (-$10.8K)
Filed 2026-10-23
LeConte Wealth Management, LLC
DECREASED
Shares500 from 576
Change-76 (-13%)
Value$455.2K (-$83.7K)
Filed 2026-10-20
Scissortail Wealth Management, LLC
INCREASED
Shares500 from 428
Change+72 (+17%)
Value$455.2K (+$54.8K)
Filed 2026-11-03
Cookson Peirce & Co Inc
INCREASED
Shares499 from 272
Change+227 (+83%)
Value$453.9K (+$199.1K)
Filed 2026-10-30
GSG Advisors LLC
INCREASED
Shares499 from 496
Change+3 (+1%)
Value$454.0K (-$9.7K)
Filed 2026-11-03
Bernardo Wealth Planning LLC
INCREASED
Shares498 from 234
Change+264 (+113%)
Value$454.2K (+$235.0K)
Filed 2026-10-23
Targeted Financial Services LLC
INCREASED
Shares497 from 448
Change+49 (+11%)
Value$452.4K (+$33.6K)
Filed 2026-10-19
Mayfair Advisory Group, LLC
DECREASED
Shares497 from 499
Change-2 (0%)
Value$452.3K (-$14.0K)
Filed 2026-10-20
BCS Wealth Management
DECREASED
Shares495 from 501
Change-6 (-1%)
Value$450.6K (-$18.1K)
Filed 2026-11-03
Ares Financial Consulting, LLC
INCREASED
Shares494 from 489
Change+5 (+1%)
Value$450.0K (-$7.7K)
Filed 2026-10-19
Five Pine Wealth Management
INCREASED
Shares494 from 492
Change+2 (+0%)
Value$449.8K (-$10.8K)
Filed 2026-10-20
Schaeffer Financial LLC
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$448.8K (-$12.4K)
Filed 2026-10-23
Team Financial Group, LLC
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$448.1K (-$12.3K)
Filed 2026-10-30
Rare Wolf Capital LLC
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$447.9K (-$12.4K)
Filed 2026-10-20
Sherman Asset Management, Inc.
DECREASED
Shares491 from 691
Change-200 (-29%)
Value$447.7K (-$199.5K)
Filed 2026-11-05
CPC Advisors, LLC
INCREASED
Shares491 from 422
Change+69 (+16%)
Value$447.0K (+$52.2K)
Filed 2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED
Shares490 from 492
Change-2 (0%)
Value$452.1K (-$7.8K)
Filed 2026-10-09
Lighthouse Financial Services Inc
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$446.4K (-$6.3K)
Filed 2026-11-02
Capstone Wealth Management Group, LLC
DECREASED
Shares489 from 831
Change-342 (-41%)
Value$452.3K (-$325.4K)
Filed 2026-11-05
Meritas Wealth Management, LLC
INCREASED
Shares489 from 465
Change+24 (+5%)
Value$445.2K (+$10.2K)
Filed 2026-10-14
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares487 from 422
Change+65 (+15%)
Value$443.0K (+$48.6K)
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares487 from 466
Change+21 (+5%)
Value$443.2K (+$7.7K)
Filed 2026-10-20
GoalVest Advisory LLC
INCREASED
Shares486 from 472
Change+14 (+3%)
Value$442.4K (+$883)
Filed 2026-10-02
Geneva Partners, LLC
DECREASED
Shares483 from 513
Change-30 (-6%)
Value$439.8K (-$40.2K)
Filed 2026-10-26
Johnson Bixby & Associates, LLC
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$437.4K (-$12.1K)
Filed 2026-10-14
AmeriServ Wealth Advisors
DECREASED
Shares480 from 663
Change-183 (-28%)
Value$437.0K (-$183.3K)
Filed 2026-10-21
Cottage Street Advisors LLC
INCREASED
Shares480 from 441
Change+39 (+9%)
Value$436.6K (+$24.1K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED
Shares480 from 477
Change+3 (+1%)
Value$436.9K (-$9.6K)
Filed 2026-10-26
Landaas & Co
INCREASED
Shares479 from 465
Change+14 (+3%)
Value$436.1K (+$1.1K)
Filed 2026-10-29
Cornerstone Enterprises, LLC
DECREASED
Shares478 from 501
Change-23 (-5%)
Value$435.1K (-$33.5K)
Filed 2026-10-15
American Capital Advisory, LLC
DECREASED
Shares478 from 484
Change-6 (-1%)
Value$435.4K (-$17.6K)
Filed 2026-10-28
Sanders Morris Harris LLC
NEW
Shares476
Change+476
Value$438.1K
Filed 2026-10-14
Centurion Wealth Management LLC
DECREASED
Shares476 from 632
Change-156 (-25%)
Value$433.0K (-$158.1K)
Filed 2026-10-13
ASL Financial, LLC
DECREASED
Shares474 from 484
Change-10 (-2%)
Value$431.5K (-$21.3K)
Filed 2026-10-15
Avity Investment Management Inc.
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$431.5K (-$11.9K)
Filed 2026-10-09
TKG Advisors, LLC
NEW
Shares472
Change+472
Value$429.7K
Filed 2026-11-02
Acorn Creek Capital LLC
DECREASED
Shares471 from 500
Change-29 (-6%)
Value$429.1K (-$39.0K)
Filed 2026-11-05
Seven Hills Financial, LLC
NEW
Shares470
Change+470
Value$428.2K
Filed 2026-10-13
Bourgeon Capital Management LLC
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$427.9K (-$11.8K)
Filed 2026-10-19
National Wealth Management Group, LLC
DECREASED
Shares469 from 520
Change-51 (-10%)
Value$427.4K (-$59.3K)
Filed 2026-10-26
Firethorn Wealth Partners, LLC
DECREASED
Shares469 from 498
Change-29 (-6%)
Value$427.2K (-$38.6K)
Filed 2026-10-14
Sharkey, Howes & Javer
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$427.1K (-$11.4K)
Filed 2026-10-22
Motive Wealth Advisors
DECREASED
Shares468 from 515
Change-47 (-9%)
Value$426.0K (-$55.7K)
Filed 2026-10-26
First American Bank
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$425.1K (-$11.7K)
Filed 2026-10-27
Richard P Slaughter Associates Inc
INCREASED
Shares464 from 342
Change+122 (+36%)
Value$422.2K (+$102.3K)
Filed 2026-10-13
Great Diamond Partners, LLC
DECREASED
Shares463 from 484
Change-21 (-4%)
Value$421.5K (-$31.3K)
Filed 2026-10-13
Capstone Wealth Management, LLC
DECREASED
Shares462 from 799
Change-337 (-42%)
Value$420.9K (-$326.5K)
Filed 2026-11-02
Ring Mountain Capital, LLC
DECREASED
Shares462 from 490
Change-28 (-6%)
Value$420.8K (-$37.8K)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
INCREASED
Shares462 from 445
Change+17 (+4%)
Value$420.6K (+$4.3K)
Filed 2026-10-28
Windsor Capital Management, LLC
DECREASED
Shares461 from 503
Change-42 (-8%)
Value$419.7K (-$50.9K)
Filed 2026-10-13
Harmony Asset Management LLC
DECREASED
Shares460 from 495
Change-35 (-7%)
Value$418.8K (-$44.3K)
Filed 2026-10-20
Syntegra Private Wealth Group, LLC
DECREASED
Shares460 from 487
Change-27 (-6%)
Value$418.7K (-$36.8K)
Filed 2026-10-13
Northwest Wealth Management, LLC
DECREASED
Shares460 from 481
Change-21 (-4%)
Value$418.4K (-$31.1K)
Filed 2026-10-30
XY Planning Network, Inc.
INCREASED
Shares459 from 443
Change+16 (+4%)
Value$417.9K (+$3.4K)
Filed 2026-10-14
RS Crum Inc.
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$418.1K (-$11.4K)
Filed 2026-10-19
Integrity Wealth Partners, LLC
NEW
Shares458
Change+458
Value$416.9K
Filed 2026-10-14
Affiance Financial, LLC
DECREASED
Shares458 from 471
Change-13 (-3%)
Value$417.5K (-$23.1K)
Filed 2026-10-15
Founders Capital Management
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$416.0K (-$11.5K)
Filed 2026-10-13
Form Wealth Advisors, LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$413.3K (-$11.4K)
Filed 2026-10-13
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$411.2K (-$11.4K)
Filed 2026-11-03
Smart Wealth LLC
INCREASED
Shares451 from 412
Change+39 (+9%)
Value$410.4K (+$25.3K)
Filed 2026-11-04
Garrett Wealth Advisory Group, LLC
INCREASED
Shares451 from 434
Change+17 (+4%)
Value$410.6K (+$4.6K)
Filed 2026-10-22
Quantum Private Wealth, LLC
INCREASED
Shares451 from 450
Change+1 (+0%)
Value$410.5K (-$10.4K)
Filed 2026-10-20
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$410.6K (-$11.3K)
Filed 2026-10-14
Maia Wealth LLC
DECREASED
Shares450 from 473
Change-23 (-5%)
Value$409.5K (-$32.8K)
Filed 2026-10-19
AWM Capital, LLC
INCREASED
Shares449 from 299
Change+150 (+50%)
Value$409.2K (+$129.3K)
Filed 2026-10-16
Semus Wealth Partners LLC
INCREASED
Shares447 from 438
Change+9 (+2%)
Value$406.8K (-$3.4K)
Filed 2026-10-22
CGC Financial Services, LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$407.4K (-$11.2K)
Filed 2026-10-13
Reston Wealth Management LLC
DECREASED
Shares445 from 455
Change-10 (-2%)
Value$404.8K (-$21.3K)
Filed 2026-10-29
Founders Grove Wealth Partners, LLC
DECREASED
Shares444 from 485
Change-41 (-8%)
Value$404.2K (-$49.5K)
Filed 2026-10-16
Sierra Ocean, LLC
DECREASED
Shares442 from 457
Change-15 (-3%)
Value$402.1K (-$25.1K)
Filed 2026-11-03
Family Capital Management, Inc.
INCREASED
Shares441 from 423
Change+18 (+4%)
Value$401.1K (+$5.4K)
Filed 2026-11-03
626 Financial, LLC
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$401.5K (-$11.1K)
Filed 2026-11-04
Green Ridge Wealth Planning LLC
DECREASED
Shares440 from 502
Change-62 (-12%)
Value$400.6K (-$69.1K)
Filed 2026-10-08
Williams & Novak Wealth Management, LLC
DECREASED
Shares440 from 445
Change-5 (-1%)
Value$400.6K (-$15.7K)
Filed 2026-10-09
ERn Financial, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$400.6K (-$11.1K)
Filed 2026-10-28
Samalin Investment Counsel, LLC
INCREASED
Shares439 from 416
Change+23 (+6%)
Value$399.4K (+$10.1K)
Filed 2026-10-23
Phillips Financial Management, LLC
INCREASED
Shares438 from 405
Change+33 (+8%)
Value$398.8K (+$19.9K)
Filed 2026-10-19
Code Waechter LLC
DECREASED
Shares438 from 439
Change-1 (0%)
Value$398.3K (-$12.3K)
Filed 2026-10-23
Hickory Point Bank & Trust
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$398.7K (-$11.0K)
Filed 2026-10-01
G2 Capital Management, LLC / OH
INCREASED
Shares437 from 435
Change+2 (+0%)
Value$398.2K (-$8.5K)
Filed 2026-10-23
Summit Financial Consulting LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$396.0K (-$10.9K)
Filed 2026-10-15
Charter Capital Management, Llc\de
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$396.4K (-$10.9K)
Filed 2026-10-28
Ddfg, Inc
INCREASED
Shares433 from 432
Change+1 (+0%)
Value$394.4K (-$9.9K)
Filed 2026-10-15
Equity Wealth Partners, LLC
DECREASED
Shares432 from 502
Change-70 (-14%)
Value$392.9K (-$76.6K)
Filed 2026-10-26
Warwick Investment Management, Inc.
DECREASED
Shares432 from 477
Change-45 (-9%)
Value$393.4K (-$52.9K)
Filed 2026-10-19
Sageworth Trust Co of South Dakota
DECREASED
Shares432 from 451
Change-19 (-4%)
Value$393.3K (-$28.6K)
Filed 2026-10-30
Jacksonville Wealth Management, LLC
DECREASED
Shares432 from 436
Change-4 (-1%)
Value$393.4K (-$14.4K)
Filed 2026-10-30
Piedmont Capital Management, LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$393.3K (-$10.9K)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares431 from 445
Change-14 (-3%)
Value$392.6K (-$23.6K)
Filed 2026-10-29
Vima LLC
DECREASED
Shares429 from 436
Change-7 (-2%)
Value$390.7K (-$17.3K)
Filed 2026-10-23
Almanack Investment Partners, Llc.
INCREASED
Shares424 from 274
Change+150 (+55%)
Value$386.0K (+$129.7K)
Filed 2026-11-03
Providence First Trust Co
INCREASED
Shares424 from 358
Change+66 (+18%)
Value$386.0K (+$51.3K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
DECREASED
Shares424 from 489
Change-65 (-13%)
Value$385.7K (-$72.1K)
Filed 2026-10-28
Encompass More Asset Management
INCREASED
Shares423 from 256
Change+167 (+65%)
Value$385.4K (+$145.9K)
Filed 2026-10-16
Kondo Wealth Advisors, Inc.
DECREASED
Shares423 from 428
Change-5 (-1%)
Value$385.7K (-$15.2K)
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$385.1K (-$10.6K)
Filed 2026-11-04
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares422 from 572
Change-150 (-26%)
Value$383.8K (-$150.8K)
Filed 2026-10-29
DecisionMap Wealth Management, LLC
DECREASED
Shares422 from 452
Change-30 (-7%)
Value$384.2K (-$38.7K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
DECREASED
Shares421 from 546
Change-125 (-23%)
Value$383.3K (-$127.5K)
Filed 2026-10-29
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares421 from 423
Change-2 (0%)
Value$382.9K (-$13.2K)
Filed 2026-10-14
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$383.3K (-$10.6K)
Filed 2026-10-16
Cambridge Advisors Inc.
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$382.4K (-$10.5K)
Filed 2026-10-19
Burford Brothers, Inc.
DECREASED
Shares417 from 452
Change-35 (-8%)
Value$380.0K (-$43.2K)
Filed 2026-10-21
Woodward Diversified Capital, LLC
INCREASED
Shares417 from 413
Change+4 (+1%)
Value$379.6K (-$6.7K)
Filed 2026-10-21
Abound Wealth Management
INCREASED
Shares415 from 368
Change+47 (+13%)
Value$378.1K (+$33.6K)
Filed 2026-10-26
Summit Financial Strategies, Inc.
DECREASED
Shares415 from 421
Change-6 (-1%)
Value$378.2K (-$16.1K)
Filed 2026-10-14
Worth Financial Advisory Group, LLC
DECREASED
Shares414 from 464
Change-50 (-11%)
Value$376.7K (-$57.3K)
Filed 2026-10-19
Bluesphere Advisors LLC
NEW
Shares413
Change+413
Value$375.7K
Filed 2026-10-19
Royal Palms Capital LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$376.3K (-$10.2K)
Filed 2026-10-23
Jeter Robert S II
NEW
Shares412
Change+412
Value$393.3K
Filed 2026-10-16
Cathy Pareto & Associates, Inc
DECREASED
Shares412 from 413
Change-1 (0%)
Value$375.6K (-$11.7K)
Filed 2026-10-15
Manske Wealth Management
INCREASED
Shares411 from 328
Change+83 (+25%)
Value$374.0K (+$67.2K)
Filed 2026-10-26
Ipsen Advisor Group LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$374.0K (-$10.3K)
Filed 2026-10-29
E&G Advisors, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$372.3K (-$10.3K)
Filed 2026-10-13
4J Wealth Management LLC
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$371.4K (-$10.3K)
Filed 2026-11-02
KG Capital Management
DECREASED
Shares406 from 638
Change-232 (-36%)
Value$369.6K (-$227.2K)
Filed 2026-10-15
Three Seasons Wealth, LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$369.6K (-$10.2K)
Filed 2026-11-03
Pegasus Asset Management, Inc.
DECREASED
Shares405 from 411
Change-6 (-1%)
Value$368.7K (-$15.8K)
Filed 2026-11-03
Fairscale Capital, LLC
INCREASED
Shares404 from 392
Change+12 (+3%)
Value$409.0K (+$42.3K)
Filed 2026-11-04
Nicollet Investment Management, Inc.
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$366.0K (-$11.0K)
Filed 2026-10-14
Capital Management Associates, Inc
INCREASED
Shares402 from 400
Change+2 (+1%)
Value$366.4K (-$7.7K)
Filed 2026-10-20
First Citizens Financial Corp
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$365.0K (-$10.1K)
Filed 2026-10-02
Rose Capital Advisors LLC
INCREASED
Shares400 from 318
Change+82 (+26%)
Value$364.7K (+$67.0K)
Filed 2026-11-04
Grace & White Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$364.1K (-$10.1K)
Filed 2026-10-23
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$364.1K (-$10.1K)
Filed 2026-10-09
Latitude Advisors, LLC
DECREASED
Shares399 from 402
Change-3 (-1%)
Value$363.3K (-$12.7K)
Filed 2026-10-27
Pflug Koory, LLC
INCREASED
Shares397 from 263
Change+134 (+51%)
Value$361.4K (+$115.4K)
Filed 2026-10-26
Meadowbrook Wealth Management, LLC
INCREASED
Shares397 from 285
Change+112 (+39%)
Value$361.4K (+$97.9K)
Filed 2026-10-08
Wealth Dimensions Group, Ltd.
INCREASED
Shares397 from 366
Change+31 (+8%)
Value$361.3K (+$19.2K)
Filed 2026-11-02
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$360.5K (-$10.0K)
Filed 2026-10-15
Invenio Wealth Partners LLC
INCREASED
Shares394 from 388
Change+6 (+2%)
Value$358.7K (-$4.3K)
Filed 2026-10-20
Martin Capital Partners, LLC
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$357.8K (-$9.9K)
Filed 2026-10-07
Iron Financial LLC
NEW
Shares391
Change+391
Value$356.3K
Filed 2026-10-23
Salomon & Ludwin, LLC
DECREASED
Shares390 from 472
Change-82 (-17%)
Value$355.0K (-$81.4K)
Filed 2026-10-29
C2c Wealth Management, LLC
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$355.0K (-$9.8K)
Filed 2026-10-20
GLR Partners, LLC
DECREASED
Shares389 from 399
Change-10 (-3%)
Value$354.1K (-$19.1K)
Filed 2026-11-04
Silver Lake Advisory, LLC
INCREASED
Shares388 from 387
Change+1 (+0%)
Value$353.0K (-$9.2K)
Filed 2026-10-22
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares387 from 296
Change+91 (+31%)
Value$352.3K (+$75.4K)
Filed 2026-11-02
Hopwood Financial Services, Inc.
DECREASED
Shares387 from 445
Change-58 (-13%)
Value$352.3K (-$64.0K)
Filed 2026-10-29
Kure Advisory, LLC
DECREASED
Shares386 from 413
Change-27 (-7%)
Value$351.3K (-$34.7K)
Filed 2026-10-08
Jeppson Wealth Management, LLC
INCREASED
Shares386 from 365
Change+21 (+6%)
Value$351.4K (+$9.9K)
Filed 2026-10-20
Financial Solutions Advisory Group, Inc.
DECREASED
Shares386 from 394
Change-8 (-2%)
Value$381.9K (+$22.1K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
INCREASED
Shares383 from 253
Change+130 (+51%)
Value$348.7K (+$112.3K)
Filed 2026-11-03
NavPoint Financial, Inc.
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$348.3K (-$9.6K)
Filed 2026-10-21
Strata Wealth Advisors, LLC
INCREASED
Shares382 from 363
Change+19 (+5%)
Value$347.8K (+$8.2K)
Filed 2026-10-16
Sutton Place Investors LLC
DECREASED
Shares380 from 397
Change-17 (-4%)
Value$345.9K (-$25.5K)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
DECREASED
Shares379 from 392
Change-13 (-3%)
Value$345.4K (-$21.6K)
Filed 2026-10-15
Towercrest Capital Management
DECREASED
Shares378 from 385
Change-7 (-2%)
Value$344.2K (-$15.9K)
Filed 2026-10-23
Cranbrook Wealth Management, LLC
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$344.3K (-$9.5K)
Filed 2026-10-28
Owl Creek Wealth Partners LLC
DECREASED
Shares377 from 378
Change-1 (0%)
Value$343.2K (-$10.4K)
Filed 2026-10-20
B&D White Capital Company, LLC
INCREASED
Shares376 from 223
Change+153 (+69%)
Value$342.3K (+$133.7K)
Filed 2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares374 from 480
Change-106 (-22%)
Value$340.9K (-$108.5K)
Filed 2026-10-13
Royal Fund Management, LLC
INCREASED
Shares374 from 332
Change+42 (+13%)
Value$340.5K (+$29.3K)
Filed 2026-10-22
Alliance Wealth Management Group
DECREASED
Shares374 from 381
Change-7 (-2%)
Value$340.6K (-$15.8K)
Filed 2026-10-29
Vilga Financial Planning LLC
DECREASED
Shares373 from 382
Change-9 (-2%)
Value$339.6K (-$17.8K)
Filed 2026-10-09
Brown Wealth Management, LLC
DECREASED
Shares372 from 441
Change-69 (-16%)
Value$338.6K (-$73.9K)
Filed 2026-10-20
Endeavor Private Wealth, Inc.
DECREASED
Shares372 from 378
Change-6 (-2%)
Value$338.6K (-$14.9K)
Filed 2026-11-05
Smith Thornton Advisors LLC
INCREASED
Shares372 from 371
Change+1 (+0%)
Value$338.8K (-$5.0K)
Filed 2026-10-16
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$336.9K (-$9.3K)
Filed 2026-10-16
MFG Investments, LLC
NEW
Shares369
Change+369
Value$335.8K
Filed 2026-10-30
Stonehearth Capital Management, LLC
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$335.9K (-$9.3K)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
DECREASED
Shares368 from 480
Change-112 (-23%)
Value$334.6K (-$114.4K)
Filed 2026-10-05
Riverbend Wealth Management, LLC
DECREASED
Shares367 from 377
Change-10 (-3%)
Value$334.1K (-$18.3K)
Filed 2026-10-15
John W. Brooker & Co., CPAs
INCREASED
Shares365 from 344
Change+21 (+6%)
Value$332.0K (+$9.9K)
Filed 2026-10-21
Reap Financial Group, LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$332.3K (-$9.2K)
Filed 2026-11-02
Avid Wealth Partners LLC
DECREASED
Shares363 from 379
Change-16 (-4%)
Value$330.5K (-$24.1K)
Filed 2026-11-03
Gordian Advisors LLC
INCREASED
Shares363 from 362
Change+1 (+0%)
Value$330.0K (-$9.0K)
Filed 2026-10-30
Global Financial Private Client, LLC
INCREASED
Shares360 from 339
Change+21 (+6%)
Value$327.7K (+$10.6K)
Filed 2026-10-15
Parker Financial LLC
INCREASED
Shares359 from 358
Change+1 (+0%)
Value$326.6K (-$8.7K)
Filed 2026-11-05
Financial Council, LLC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$325.0K (-$9.0K)
Filed 2026-11-02
Fingerlakes Wealth Management, Inc.
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$324.5K (-$8.9K)
Filed 2026-11-04
Madrid Wealth Management, LLC
INCREASED
Shares354 from 334
Change+20 (+6%)
Value$322.7K (+$10.0K)
Filed 2026-10-23
Stewardship Advisors, LLC
DECREASED
Shares353 from 462
Change-109 (-24%)
Value$321.4K (-$110.8K)
Filed 2026-10-20
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares353 from 356
Change-3 (-1%)
Value$321.2K (-$12.2K)
Filed 2026-10-09
OxenFree Capital LLC
INCREASED
Shares352 from 349
Change+3 (+1%)
Value$329.8K (-$394)
Filed 2026-10-07
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares352 from 351
Change+1 (+0%)
Value$320.0K (-$8.3K)
Filed 2026-10-29
Wealthcare Capital Partners, LLC
INCREASED
Shares352 from 351
Change+1 (+0%)
Value$320.1K (-$8.6K)
Filed 2026-10-21
Montis Financial, LLC
INCREASED
Shares351 from 330
Change+21 (+6%)
Value$319.5K (+$11.3K)
Filed 2026-11-04
State of Wyoming
INCREASED
Shares350 from 122
Change+228 (+187%)
Value$318.6K (+$204.5K)
Filed 2026-10-28
Farrell Financial LLC
DECREASED
Shares350 from 351
Change-1 (0%)
Value$318.6K (-$10.2K)
Filed 2026-10-16
William John Sempolinski
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$318.6K (-$8.8K)
Filed 2026-10-20
Inlight Wealth Management, LLC
NEW
Shares347
Change+347
Value$315.9K
Filed 2026-10-21
Smith Partners Wealth Management, LLC
INCREASED
Shares346 from 266
Change+80 (+30%)
Value$315.0K (+$66.1K)
Filed 2026-11-05
Lynch & Associates
DECREASED
Shares345 from 351
Change-6 (-2%)
Value$313.6K (-$14.3K)
Filed 2026-10-13
Austin Asset Management Co Inc
INCREASED
Shares345 from 344
Change+1 (+0%)
Value$313.6K (-$8.4K)
Filed 2026-10-29
Financial & Tax Architects, LLC
DECREASED
Shares344 from 2,541
Change-2,197 (-86%)
Value$313.2K (-$2.1M)
Filed 2026-10-15
Wealth Advisors Northwest LLC
DECREASED
Shares343 from 523
Change-180 (-34%)
Value$311.9K (-$177.0K)
Filed 2026-10-29
BridgePort Financial Solutions, LLC
INCREASED
Shares342 from 332
Change+10 (+3%)
Value$311.5K (+$756)
Filed 2026-11-02
Acute Investment Advisory, LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$311.3K (-$8.6K)
Filed 2026-10-16
Fortune 45 LLC
DECREASED
Shares341 from 342
Change-1 (0%)
Value$310.7K (-$10.0K)
Filed 2026-10-14
Cora Capital Advisors LLC
INCREASED
Shares339 from 338
Change+1 (+0%)
Value$308.6K (-$7.6K)
Filed 2026-11-02
Seek First Inc.
INCREASED
Shares339 from 338
Change+1 (+0%)
Value$308.2K (-$8.2K)
Filed 2026-10-27
Hedeker Wealth, LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$308.6K (-$8.5K)
Filed 2026-10-23
Seven Post Investment Office LP
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$307.7K (-$8.5K)
Filed 2026-10-26
Marino, Stram & Associates LLC
DECREASED
Shares334 from 335
Change-1 (0%)
Value$303.3K (-$10.2K)
Filed 2026-10-22
Greenup Street Wealth Management LLC
NEW
Shares333
Change+333
Value$302.8K
Filed 2026-10-28
Private Wealth Management Group, LLC
INCREASED
Shares333 from 236
Change+97 (+41%)
Value$303.1K (+$82.7K)
Filed 2026-10-19
Guidance Point Advisors, LLC
DECREASED
Shares333 from 335
Change-2 (-1%)
Value$303.8K (-$9.9K)
Filed 2026-10-15
J.M. Arbour, LLC
INCREASED
Shares332 from 307
Change+25 (+8%)
Value$302.2K (+$15.0K)
Filed 2026-11-05
Advisors Management Group Inc
NEW
Shares331
Change+331
Value$301.0K
Filed 2026-11-05
4Wealth Advisors, Inc.
INCREASED
Shares331 from 313
Change+18 (+6%)
Value$306.3K (+$9.8K)
Filed 2026-10-13
Schulz Wealth, Ltd.
INCREASED
Shares331 from 328
Change+3 (+1%)
Value$301.3K (-$5.5K)
Filed 2026-11-03
Sage Mountain Advisors LLC
DECREASED
Shares330 from 699
Change-369 (-53%)
Value$300.4K (-$353.5K)
Filed 2026-11-02
Wagner Wealth Management, LLC
DECREASED
Shares330 from 360
Change-30 (-8%)
Value$300.3K (-$36.1K)
Filed 2026-10-21
Chung Wu Investment Group, LLC
DECREASED
Shares330 from 350
Change-20 (-6%)
Value$300.4K (-$27.0K)
Filed 2026-11-03
Wealthstar Advisors, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$300.5K (-$8.1K)
Filed 2026-10-19
Lynx Investment Advisory
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$300.8K (-$7.9K)
Filed 2026-10-27
AGH Wealth Advisors, LLC
DECREASED
Shares329 from 378
Change-49 (-13%)
Value$299.5K (-$54.1K)
Filed 2026-10-26
Stewardship Concepts Financial Services LLC
DECREASED
Shares328 from 366
Change-38 (-10%)
Value$298.8K (-$43.5K)
Filed 2026-10-06
Randall & Associates Wealth Management
INCREASED
Shares328 from 291
Change+37 (+13%)
Value$298.6K (+$26.4K)
Filed 2026-10-20
Asset Allocation Strategies LLC
DECREASED
Shares328 from 360
Change-32 (-9%)
Value$298.2K (-$38.7K)
Filed 2026-10-20
Frontier Asset Management, LLC
DECREASED
Shares328 from 338
Change-10 (-3%)
Value$298.6K (-$17.6K)
Filed 2026-10-28
Waller Financial Planning Group, Inc
DECREASED
Shares328 from 330
Change-2 (-1%)
Value$298.3K (-$9.9K)
Filed 2026-10-07
Johnson & White Wealth Management, LLC
DECREASED
Shares328 from 329
Change-1 (0%)
Value$298.6K (-$9.2K)
Filed 2026-11-03
Avaii Wealth Management, LLC
NEW
Shares327
Change+327
Value$301.2K
Filed 2026-10-09
Guerra PAN Advisors, LLC
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$325.5K (+$19.6K)
Filed 2026-10-26
Jnba Financial Advisors
DECREASED
Shares326 from 327
Change-1 (0%)
Value$296.8K (-$9.1K)
Filed 2026-11-03
Joel Adams & Associates, Inc.
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$296.8K (-$8.2K)
Filed 2026-11-02
Creekside Partners
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$297.1K (-$8.2K)
Filed 2026-11-04
Lane Brothers & Co Inc
DECREASED
Shares325 from 651
Change-326 (-50%)
Value$295.9K (-$313.5K)
Filed 2026-11-02
Demars Financial Group, LLC
INCREASED
Shares325 from 321
Change+4 (+1%)
Value$296.2K (-$4.5K)
Filed 2026-10-22
TruNorth Capital Management, LLC
INCREASED
Shares325 from 321
Change+4 (+1%)
Value$295.9K (-$4.4K)
Filed 2026-10-14
Wespac Advisors SoCal, LLC
INCREASED
Shares325 from 322
Change+3 (+1%)
Value$295.9K (-$5.4K)
Filed 2026-10-13
William Mack & Associates, Inc.
DECREASED
Shares325 from 327
Change-2 (-1%)
Value$295.8K (-$10.0K)
Filed 2026-10-27
Gold Investment Management Ltd.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$295.9K (-$8.2K)
Filed 2026-10-19
Promethium Advisors,llc
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$295.7K (-$8.2K)
Filed 2026-10-19
Seven Mile Advisory
DECREASED
Shares323 from 381
Change-58 (-15%)
Value$294.0K (-$62.4K)
Filed 2026-10-22
Cooper S Advisors, LLC
DECREASED
Shares323 from 376
Change-53 (-14%)
Value$294.0K (-$57.7K)
Filed 2026-11-03
Verus Financial Partners, Inc.
INCREASED
Shares323 from 316
Change+7 (+2%)
Value$294.1K (-$1.5K)
Filed 2026-10-29
Lionsbridge Wealth Management LLC
DECREASED
Shares320 from 353
Change-33 (-9%)
Value$291.3K (-$38.9K)
Filed 2026-10-26
Tenet Wealth Partners, LLC
DECREASED
Shares320 from 334
Change-14 (-4%)
Value$291.3K (-$26.5K)
Filed 2026-10-19
Sunburst Financial Group, LLC
INCREASED
Shares320 from 318
Change+2 (+1%)
Value$291.4K (-$6.2K)
Filed 2026-10-09
Armor Investment Advisors, LLC
DECREASED
Shares319 from 425
Change-106 (-25%)
Value$290.4K (-$107.2K)
Filed 2026-10-27
RHS Financial, LLC
DECREASED
Shares319 from 397
Change-78 (-20%)
Value$290.4K (-$81.0K)
Filed 2026-10-13
Stone House Investment Management, LLC
INCREASED
Shares319 from 313
Change+6 (+2%)
Value$290.5K (-$2.4K)
Filed 2026-10-23
Shrier Wealth Management, LLC
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$290.5K (-$7.6K)
Filed 2026-10-20
Quilter Plc
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$289.5K (-$8.0K)
Filed 2026-10-21
GreatBanc Trust Co
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$289.5K (-$8.0K)
Filed 2026-11-04
Riggs Asset Managment Co. Inc.
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$289.5K (-$8.0K)
Filed 2026-11-05
HF Advisory Group, LLC
DECREASED
Shares317 from 338
Change-21 (-6%)
Value$288.6K (-$27.7K)
Filed 2026-10-09
RMG Wealth Management LLC
DECREASED
Shares317 from 328
Change-11 (-3%)
Value$321.3K (+$9.9K)
Filed 2026-10-26
StoneCrest Wealth Management, Inc.
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$288.6K (-$8.0K)
Filed 2026-11-03
Burr Financial Services, LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$287.7K (-$7.9K)
Filed 2026-10-08
Nordwand Advisors, LLC
INCREASED
Shares315 from 309
Change+6 (+2%)
Value$286.7K (-$2.3K)
Filed 2026-11-05
First Financial Bank - Trust Division
DECREASED
Shares314 from 362
Change-48 (-13%)
Value$285.8K (-$52.8K)
Filed 2026-10-01
Tennessee Valley Asset Management Partners
DECREASED
Shares314 from 341
Change-27 (-8%)
Value$285.6K (-$33.4K)
Filed 2026-11-03
Clarus Group, Inc.
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$285.8K (-$7.9K)
Filed 2026-10-21
Grange Capital, LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$285.8K (-$7.9K)
Filed 2026-10-20
Stegner Investment Associates Inc.
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$285.5K (-$7.9K)
Filed 2026-10-15
MRA Advisory Group
INCREASED
Shares313 from 300
Change+13 (+4%)
Value$284.6K (+$3.7K)
Filed 2026-10-07
Commerce Advisors, LLC
INCREASED
Shares313 from 309
Change+4 (+1%)
Value$284.9K (-$4.1K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$284.9K (-$7.9K)
Filed 2026-10-14
Price Financial Group Wealth Management, Inc
INCREASED
Shares312 from 292
Change+20 (+7%)
Value$299.1K (+$21.7K)
Filed 2026-11-02
OceanIQ Capital, LLC
INCREASED
Shares311 from 298
Change+13 (+4%)
Value$296.9K (+$15.5K)
Filed 2026-10-19
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares310 from 232
Change+78 (+34%)
Value$282.6K (+$65.4K)
Filed 2026-10-09
Reliant Investment Management, LLC
INCREASED
Shares310 from 300
Change+10 (+3%)
Value$282.2K (+$1.6K)
Filed 2026-10-14
Kelly Financial Services LLC
INCREASED
Shares310 from 301
Change+9 (+3%)
Value$282.4K (+$696)
Filed 2026-10-20
Vaquero Private Wealth, LTD
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$282.2K (-$7.8K)
Filed 2026-10-27
Soundwatch Capital LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$285.4K (-$4.6K)
Filed 2026-11-04
Financial Enhancement Group LLC
DECREASED
Shares309 from 311
Change-2 (-1%)
Value$291.0K (+$373)
Filed 2026-10-08
Sterling Group Wealth Management, LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$281.3K (-$7.8K)
Filed 2026-11-03
Insight Wealth Strategies, LLC
DECREASED
Shares307 from 383
Change-76 (-20%)
Value$279.4K (-$74.5K)
Filed 2026-10-09
Montz Harcus Wealth Management LLC
INCREASED
Shares307 from 306
Change+1 (+0%)
Value$279.9K (-$6.5K)
Filed 2026-10-09
RBA Wealth Management, LLC
NEW
Shares306
Change+306
Value$278.6K
Filed 2026-10-28
Koa Wealth Management, LLC
INCREASED
Shares306 from 303
Change+3 (+1%)
Value$278.6K (-$4.9K)
Filed 2026-10-14
Downshift Financial, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$278.8K (-$7.7K)
Filed 2026-10-13
Armbruster Capital Management, Inc.
DECREASED
Shares305 from 324
Change-19 (-6%)
Value$277.7K (-$25.4K)
Filed 2026-10-19
KOM Wealth Management Group, LLC
INCREASED
Shares305 from 304
Change+1 (+0%)
Value$277.5K (-$7.2K)
Filed 2026-10-15
Cherrydale Wealth Management, LLC
INCREASED
Shares304 from 300
Change+4 (+1%)
Value$277.3K (-$3.7K)
Filed 2026-10-20
Financial Futures Ltd Liability Co.
INCREASED
Shares303 from 225
Change+78 (+35%)
Value$275.8K (+$65.4K)
Filed 2026-10-13
Pathway Financial Advisors LLC
INCREASED
Shares303 from 301
Change+2 (+1%)
Value$275.9K (-$10.5K)
Filed 2026-10-07
TSA Wealth Managment LLC
INCREASED
Shares302 from 270
Change+32 (+12%)
Value$274.9K (+$22.3K)
Filed 2026-10-22
Foronjy Financial LLC
INCREASED
Shares301 from 271
Change+30 (+11%)
Value$274.4K (+$20.8K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
DECREASED
Shares300 from 348
Change-48 (-14%)
Value$273.1K (-$52.8K)
Filed 2026-10-26
Stirlingshire Investments, Inc.
DECREASED
Shares300 from 310
Change-10 (-3%)
Value$272.8K (-$17.4K)
Filed 2026-11-05
Professional Advisory Services Inc
DECREASED
Shares300 from 309
Change-9 (-3%)
Value$273.0K (-$16.0K)
Filed 2026-10-08
Banta Asset Management LP
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$273.1K (-$7.5K)
Filed 2026-11-02
Orba Wealth Advisors, L.L.C.
DECREASED
Shares298 from 397
Change-99 (-25%)
Value$271.3K (-$100.1K)
Filed 2026-10-23
Brookmont Capital Management
INCREASED
Shares298 from 277
Change+21 (+8%)
Value$271.0K (+$12.2K)
Filed 2026-10-23
Seros Financial, LLC
INCREASED
Shares298 from 293
Change+5 (+2%)
Value$270.9K (-$3.6K)
Filed 2026-10-21
Country Trust Bank
DECREASED
Shares297 from 306
Change-9 (-3%)
Value$270.4K (-$15.9K)
Filed 2026-10-30
Blue Square Asset Management, LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$270.4K (-$7.5K)
Filed 2026-11-02
PFS Partners, LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$270.0K (-$7.4K)
Filed 2026-10-21
Hughes Financial Services, LLC
INCREASED
Shares296 from 277
Change+19 (+7%)
Value$294.9K (+$35.7K)
Filed 2026-10-30
Mullooly Asset Management, Inc.
DECREASED
Shares296 from 299
Change-3 (-1%)
Value$269.5K (-$10.2K)
Filed 2026-10-30
marrick wealth, LLC
DECREASED
Shares296 from 298
Change-2 (-1%)
Value$269.5K (-$9.3K)
Filed 2026-10-20
BetterWealth, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$268.6K (-$7.4K)
Filed 2026-10-15
Dorato Capital Management
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$278.0K (+$7.7K)
Filed 2026-10-08
Granite Group Advisors, LLC
DECREASED
Shares294 from 329
Change-35 (-11%)
Value$267.6K (-$40.1K)
Filed 2026-10-14
St. Louis Trust Co
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$266.7K (+$13.1K)
Filed 2026-11-03
AMI Investment Management Inc
NEW
Shares292
Change+292
Value$265.8K
Filed 2026-10-27
SWP Financial LLC
DECREASED
Shares291 from 302
Change-11 (-4%)
Value$264.8K (-$17.5K)
Filed 2026-10-23
Hoey Investments, Inc
DECREASED
Shares291 from 299
Change-8 (-3%)
Value$264.9K (-$14.8K)
Filed 2026-10-29
Park Edge Advisors, LLC
INCREASED
Shares290 from 270
Change+20 (+7%)
Value$264.0K (+$11.4K)
Filed 2026-10-28
Crew Capital Management, Ltd
DECREASED
Shares290 from 299
Change-9 (-3%)
Value$263.9K (-$15.4K)
Filed 2026-10-28
Atlas Wealth Partners, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$264.0K (-$7.3K)
Filed 2026-11-03
Chiron Capital Management, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$264.0K (-$7.3K)
Filed 2026-10-15
Proathlete Wealth Management LLC
INCREASED
Shares289 from 217
Change+72 (+33%)
Value$263.6K (+$59.4K)
Filed 2026-10-15
Acorn Financial Advisory Services Inc
INCREASED
Shares288 from 267
Change+21 (+8%)
Value$262.2K (+$12.4K)
Filed 2026-11-02
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares287 from 796
Change-509 (-64%)
Value$262.3K (-$482.3K)
Filed 2026-10-27
LFG Wealth Partners, LLC
DECREASED
Shares287 from 302
Change-15 (-5%)
Value$261.3K (-$21.3K)
Filed 2026-10-28
Cedar Point Capital Partners, LLC
INCREASED
Shares286 from 280
Change+6 (+2%)
Value$260.4K (-$1.6K)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$260.8K (-$7.1K)
Filed 2026-10-26
Quantify Chaos Advisors, LLC
NEW
Shares285
Change+285
Value$259.4K
Filed 2026-11-04
Olympiad Research LP
NEW
Shares285
Change+285
Value$259.4K
Filed 2026-11-04
Vicus Capital
DECREASED
Shares285 from 491
Change-206 (-42%)
Value$259.0K (-$200.3K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares285 from 293
Change-8 (-3%)
Value$259.0K (-$15.3K)
Filed 2026-10-13
Spectrum Advisors, Inc.
INCREASED
Shares285 from 284
Change+1 (+0%)
Value$259.3K (-$6.7K)
Filed 2026-11-03
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$259.6K (-$7.2K)
Filed 2026-11-02
WPG Advisers, LLC
INCREASED
Shares283 from 276
Change+7 (+3%)
Value$257.7K (-$546)
Filed 2026-10-27
Berman McAleer LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$257.6K (-$7.1K)
Filed 2026-10-16
E6 Portfolios, LLC
DECREASED
Shares282 from 363
Change-81 (-22%)
Value$257.0K (-$82.6K)
Filed 2026-10-26
White Lighthouse Investment Management Inc.
DECREASED
Shares282 from 291
Change-9 (-3%)
Value$257.0K (-$15.5K)
Filed 2026-10-21
Banque de Luxembourg S.A.
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$255.8K (-$7.1K)
Filed 2026-10-14
Revisor Wealth Management LLC
DECREASED
Shares280 from 399
Change-119 (-30%)
Value$272.3K (-$101.5K)
Filed 2026-10-20
Clear Wave Wealth Management LLC
DECREASED
Shares280 from 351
Change-71 (-20%)
Value$254.9K (-$73.5K)
Filed 2026-11-04
Dupree Financial Group, LLC
INCREASED
Shares280 from 233
Change+47 (+20%)
Value$254.9K (+$36.5K)
Filed 2026-10-09
Legacy Financial Group, Inc.
INCREASED
Shares280 from 249
Change+31 (+12%)
Value$254.9K (+$22.0K)
Filed 2026-10-21
IMG Wealth Management, Inc.
DECREASED
Shares280 from 299
Change-19 (-6%)
Value$254.9K (-$24.8K)
Filed 2026-10-27
waypoint wealth counsel
INCREASED
Shares279 from 220
Change+59 (+27%)
Value$253.8K (+$48.2K)
Filed 2026-10-22
Family Office Research LLC
DECREASED
Shares279 from 293
Change-14 (-5%)
Value$254.4K (-$20.1K)
Filed 2026-10-14
Center for Financial Planning, Inc.
DECREASED
Shares279 from 282
Change-3 (-1%)
Value$254.0K (-$9.8K)
Filed 2026-10-26
Olio Financial Planning
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$253.9K (-$6.9K)
Filed 2026-10-22
Brooklyn FI, LLC
NEW
Shares278
Change+278
Value$290.9K
Filed 2026-11-05
Intelligence Driven Advisers, LLC
DECREASED
Shares278 from 350
Change-72 (-21%)
Value$253.5K (-$74.4K)
Filed 2026-10-09
Insight Wealth Partners, LLC
DECREASED
Shares278 from 287
Change-9 (-3%)
Value$253.1K (-$15.4K)
Filed 2026-10-26
Goodman Advisory Group, LLC
DECREASED
Shares277 from 419
Change-142 (-34%)
Value$252.2K (-$139.8K)
Filed 2026-11-02
Hobart Private Capital, LLC
DECREASED
Shares276 from 358
Change-82 (-23%)
Value$251.3K (-$83.6K)
Filed 2026-10-19
Dakota Community Bank & Trust NA
INCREASED
Shares276 from 223
Change+53 (+24%)
Value$251.3K (+$42.6K)
Filed 2026-10-09
USAdvisors Wealth Management, LLC
DECREASED
Shares276 from 303
Change-27 (-9%)
Value$251.0K (-$32.0K)
Filed 2026-10-21
Beacon Financial Strategies Corp
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$251.3K (-$6.9K)
Filed 2026-10-14
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$251.4K (-$6.9K)
Filed 2026-10-16
Align Financial, LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$251.5K (-$6.9K)
Filed 2026-10-16
IFS Advisors, LLC
INCREASED
Shares275 from 21
Change+254 (+1210%)
Value$250.5K (+$230.8K)
Filed 2026-10-14
MBE Wealth Management, LLC
DECREASED
Shares275 from 284
Change-9 (-3%)
Value$250.2K (-$15.9K)
Filed 2026-10-26
Fortitude Financial, LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$249.4K (-$6.9K)
Filed 2026-10-19
Members Wealth LLC
DECREASED
Shares273 from 289
Change-16 (-6%)
Value$257.3K (-$13.0K)
Filed 2026-10-20
Patten Group, Inc.
INCREASED
Shares272 from 246
Change+26 (+11%)
Value$247.3K (+$16.9K)
Filed 2026-10-26
Citrine Capital LLC
INCREASED
Shares272 from 264
Change+8 (+3%)
Value$247.6K (+$648)
Filed 2026-10-14
Avion Wealth
INCREASED
Shares271 from 212
Change+59 (+28%)
Value$246.0K (+$48.0K)
Filed 2026-11-04
Granville Capital, Inc.
INCREASED
Shares271 from 229
Change+42 (+18%)
Value$247.0K (+$32.6K)
Filed 2026-11-05
Aurora Private Wealth, Inc.
INCREASED
Shares271 from 240
Change+31 (+13%)
Value$247.0K (+$22.0K)
Filed 2026-10-20
Hall Laurie J Trustee
DECREASED
Shares270 from 275
Change-5 (-2%)
Value$245.8K (-$11.5K)
Filed 2026-10-06
Anchor Capital Advisors LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$245.8K (-$6.8K)
Filed 2026-11-05
Horizon Wealth Management, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$244.7K (-$6.6K)
Filed 2026-11-02
Cottonwood Capital Advisors, LLC
DECREASED
Shares268 from 269
Change-1 (0%)
Value$244.0K (-$7.7K)
Filed 2026-10-20
Wiser Wealth Management, Inc
DECREASED
Shares268 from 269
Change-1 (0%)
Value$244.0K (-$7.7K)
Filed 2026-10-14
Droms Strauss Advisors Inc
DECREASED
Shares267 from 286
Change-19 (-7%)
Value$243.3K (-$24.6K)
Filed 2026-11-03
Townsend & Associates, Inc
DECREASED
Shares267 from 281
Change-14 (-5%)
Value$264.4K (+$1.5K)
Filed 2026-10-23
Sensible Money, LLC
DECREASED
Shares267 from 279
Change-12 (-4%)
Value$243.4K (-$17.9K)
Filed 2026-10-20
Gunderson Capital Management LLC
DECREASED
Shares266 from 595
Change-329 (-55%)
Value$242.6K (-$314.4K)
Filed 2026-10-15
IMZ Advisory Inc
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$242.4K (-$6.5K)
Filed 2026-11-03
Compass Ion Advisors, LLC
NEW
Shares265
Change+265
Value$241.5K
Filed 2026-10-23
Baron Wealth Management LLC
DECREASED
Shares265 from 435
Change-170 (-39%)
Value$241.4K (-$165.7K)
Filed 2026-10-27
Treasure Coast Financial Planning
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$241.2K (-$6.7K)
Filed 2026-11-03
Grant Street Asset Management, Inc.
DECREASED
Shares264 from 274
Change-10 (-4%)
Value$240.3K (-$16.0K)
Filed 2026-10-26
Cullen Investment Group, Ltd.
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$252.5K (+$6.3K)
Filed 2026-10-13
Lincoln Capital Corp
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$239.4K (-$6.6K)
Filed 2026-10-13
Councilor Wealth, LLC
DECREASED
Shares262 from 286
Change-24 (-8%)
Value$238.5K (-$29.0K)
Filed 2026-10-09
Market Street Wealth Management Advisors LLC
DECREASED
Shares262 from 278
Change-16 (-6%)
Value$238.6K (-$21.5K)
Filed 2026-10-09
EnRich Financial Partners LLC
INCREASED
Shares261 from 258
Change+3 (+1%)
Value$237.6K (-$3.8K)
Filed 2026-10-21
WealthTrust Asset Management, LLC
INCREASED
Shares261 from 260
Change+1 (+0%)
Value$237.4K (-$6.2K)
Filed 2026-10-22
Pacific Park Financial, Inc.
DECREASED
Shares260 from 273
Change-13 (-5%)
Value$236.7K (-$18.7K)
Filed 2026-10-13
Sawyer & Company, Inc
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$236.7K (-$6.5K)
Filed 2026-10-21
Greenhouse Wealth Management, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$237.0K (-$6.5K)
Filed 2026-10-20
Rayburn West Financial Services LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$236.7K (-$6.5K)
Filed 2026-11-03
Midwest Capital Advisors, LLC
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$235.0K (-$6.3K)
Filed 2026-11-04
Avail Investment Partners, LLC
DECREASED
Shares257 from 379
Change-122 (-32%)
Value$234.0K (-$120.6K)
Filed 2026-10-16
Castleview Partners, LLC
DECREASED
Shares256 from 266
Change-10 (-4%)
Value$233.0K (-$15.8K)
Filed 2026-10-09
Lynch Investment Planning, LLC
DECREASED
Shares255 from 262
Change-7 (-3%)
Value$231.7K (-$12.9K)
Filed 2026-10-27
Vanguard Capital Wealth Advisors
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$231.9K (-$6.3K)
Filed 2026-10-16
Stapp Wealth Management, Pllc
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$231.2K (-$6.4K)
Filed 2026-10-15
Advocate Group LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$230.3K (-$6.4K)
Filed 2026-10-19
HT Partners LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$230.3K (-$6.0K)
Filed 2026-10-20
Flywheel Private Wealth LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$230.3K (-$6.4K)
Filed 2026-11-02
Fidelity D & D Bancorp Inc
INCREASED
Shares252 from 241
Change+11 (+5%)
Value$229.4K (+$4.0K)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares252 from 262
Change-10 (-4%)
Value$229.4K (-$15.7K)
Filed 2026-10-30
Carroll Advisory Group, LLC
INCREASED
Shares252 from 243
Change+9 (+4%)
Value$229.3K (+$2.1K)
Filed 2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares252 from 259
Change-7 (-3%)
Value$229.4K (-$12.9K)
Filed 2026-10-28
F&V Capital Management, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$228.0K (-$6.0K)
Filed 2026-10-19
One River Asset Management, LLC
DECREASED
Shares249 from 424
Change-175 (-41%)
Value$226.7K (-$170.0K)
Filed 2026-10-21
Piscataqua Savings Bank
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$226.7K (-$6.3K)
Filed 2026-10-21
Hill Island Financial LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$227.0K (-$6.3K)
Filed 2026-10-20
Hudson Capital Management LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$226.7K (-$6.3K)
Filed 2026-10-20
Sather Financial Group Inc
DECREASED
Shares248 from 280
Change-32 (-11%)
Value$225.8K (-$36.2K)
Filed 2026-10-30
Value Investment Professionals, LLC
NEW
Shares247
Change+247
Value$225.2K
Filed 2026-10-13
Cowa, LLC
DECREASED
Shares247 from 275
Change-28 (-10%)
Value$225.5K (-$31.5K)
Filed 2026-10-30
Waystone Advisors LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$231.1K ($0)
Filed 2026-10-16
Human Investing LLC
NEW
Shares246
Change+246
Value$224.3K
Filed 2026-10-19
Murphy Pohlad Asset Management LLC
DECREASED
Shares246 from 326
Change-80 (-25%)
Value$223.9K (-$81.0K)
Filed 2026-10-22
Cypress Point Wealth Management, LLC
DECREASED
Shares245 from 393
Change-148 (-38%)
Value$223.0K (-$144.6K)
Filed 2026-11-03
Finward Bancorp
DECREASED
Shares245 from 290
Change-45 (-16%)
Value$223.0K (-$48.3K)
Filed 2026-10-14
AJ Advisors, LLC
INCREASED
Shares244 from 240
Change+4 (+2%)
Value$221.7K (-$3.0K)
Filed 2026-10-29
Merkkuri Wealth Advisors LLC
INCREASED
Shares244 from 243
Change+1 (+0%)
Value$222.6K (-$4.3K)
Filed 2026-11-03
Thrive Capital Management, LLC
DECREASED
Shares243 from 280
Change-37 (-13%)
Value$221.3K (-$40.8K)
Filed 2026-10-28
Outlook Wealth Advisors, LLC
NEW
Shares242
Change+242
Value$220.3K
Filed 2026-10-28
Hemming& Wealth Management, Inc.
DECREASED
Shares242 from 306
Change-64 (-21%)
Value$220.4K (-$65.6K)
Filed 2026-10-20
Vestia Personal Wealth Advisors
INCREASED
Shares242 from 232
Change+10 (+4%)
Value$220.5K (+$3.3K)
Filed 2026-10-20
DeLarme Wealth Management, Inc.
INCREASED
Shares242 from 233
Change+9 (+4%)
Value$220.3K (+$2.3K)
Filed 2026-10-30
Redw Wealth LLC
DECREASED
Shares242 from 246
Change-4 (-2%)
Value$220.1K (-$9.7K)
Filed 2026-11-02
Spinnaker Investment Group, LLC
INCREASED
Shares242 from 240
Change+2 (+1%)
Value$220.3K (-$4.2K)
Filed 2026-10-13
Asset Allocation & Management Company, LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$220.0K (-$6.0K)
Filed 2026-10-13
ACT Advisors, Llc.
INCREASED
Shares241 from 228
Change+13 (+6%)
Value$219.7K (+$6.1K)
Filed 2026-10-15
North Capital, Inc.
DECREASED
Shares241 from 249
Change-8 (-3%)
Value$230.1K (-$2.9K)
Filed 2026-10-16
Worth Asset Management, LLC
NEW
Shares240
Change+240
Value$218.5K
Filed 2026-10-07
Augustine Asset Management Inc
NEW
Shares239
Change+239
Value$217.6K
Filed 2026-10-13
Idaho Trust Co
NEW
Shares238
Change+238
Value$216.7K
Filed 2026-11-04
Gen-Wealth Partners Inc
DECREASED
Shares238 from 450
Change-212 (-47%)
Value$216.8K (-$204.6K)
Filed 2026-11-04
Sfam, LLC
DECREASED
Shares238 from 273
Change-35 (-13%)
Value$216.7K (-$38.7K)
Filed 2026-11-03
Roof Eidam Maycock Peralta, LLC
NEW
Shares237
Change+237
Value$216.0K
Filed 2026-10-15
Pembroke Management, LTD
INCREASED
Shares237 from 227
Change+10 (+4%)
Value$215.8K (+$3.4K)
Filed 2026-10-21
Birchwood Financial Partners, Inc.
INCREASED
Shares237 from 231
Change+6 (+3%)
Value$216.0K (-$350)
Filed 2026-11-02
First Premier Bank
INCREASED
Shares237 from 232
Change+5 (+2%)
Value$188.0K (-$29.0K)
Filed 2026-10-13
tru Independence LLC
DECREASED
Shares237 from 238
Change-1 (0%)
Value$215.9K (-$6.7K)
Filed 2026-10-20
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$215.8K (-$6.0K)
Filed 2026-11-02
Level Wealth Management LLC
NEW
Shares236
Change+236
Value$215.0K
Filed 2026-10-23
Legacy Wealth Asset Management, LLC
DECREASED
Shares236 from 241
Change-5 (-2%)
Value$214.9K (-$10.6K)
Filed 2026-10-09
Means Investment Co., Inc.
INCREASED
Shares236 from 234
Change+2 (+1%)
Value$214.8K (-$3.7K)
Filed 2026-11-03
Surience Private Wealth LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$213.9K (-$5.9K)
Filed 2026-10-16
Ridgewood Investments LLC
INCREASED
Shares234 from 216
Change+18 (+8%)
Value$213.0K (+$11.0K)
Filed 2026-10-05
Ball & Co Wealth Management Inc.
INCREASED
Shares233 from 232
Change+1 (+0%)
Value$212.4K (-$4.6K)
Filed 2026-11-05
Haven Private, LLC
DECREASED
Shares232 from 234
Change-2 (-1%)
Value$211.2K (-$7.7K)
Filed 2026-10-27
Atwater Malick LLC
DECREASED
Shares231 from 237
Change-6 (-3%)
Value$210.3K (-$11.4K)
Filed 2026-10-15
Richmond Investment Services, LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$210.3K (-$5.7K)
Filed 2026-10-29
Ballast Rock Private Wealth LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$210.6K (-$5.8K)
Filed 2026-10-26
Park Capital Management, LLC / WI
DECREASED
Shares230 from 246
Change-16 (-6%)
Value$209.4K (-$20.7K)
Filed 2026-10-13
Valued Wealth Advisors LLC
INCREASED
Shares230 from 219
Change+11 (+5%)
Value$209.6K (+$4.5K)
Filed 2026-11-05
Tableaux LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$209.4K (-$5.8K)
Filed 2026-10-23
City Center Advisors, LLC
NEW
Shares229
Change+229
Value$208.5K
Filed 2026-10-08
Single Point Partners, LLC
NEW
Shares229
Change+229
Value$208.5K
Filed 2026-10-19
Center For Asset Management LLC
DECREASED
Shares229 from 301
Change-72 (-24%)
Value$208.5K (-$73.1K)
Filed 2026-10-16
Pinkerton Wealth, LLC
NEW
Shares228
Change+228
Value$207.6K
Filed 2026-10-29
Meriwether Wealth & Planning, LLC
DECREASED
Shares226 from 236
Change-10 (-4%)
Value$205.7K (-$15.0K)
Filed 2026-10-13
Purewater Capital LLC
DECREASED
Shares226 from 227
Change-1 (0%)
Value$205.9K (-$6.3K)
Filed 2026-10-23
Oak Barrel Wealth Advisory LLC
INCREASED
Shares226 from 225
Change+1 (+0%)
Value$205.4K (-$5.5K)
Filed 2026-11-05
Compass Financial Group, Inc
NEW
Shares225
Change+225
Value$204.4K
Filed 2026-10-13
Lpwm LLC
NEW
Shares225
Change+225
Value$205.1K
Filed 2026-10-20
Powerhouse Assets LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$204.8K (-$5.7K)
Filed 2026-10-19
Keeler Thomas Management LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$203.9K (-$5.6K)
Filed 2026-10-29
Leslie Global Wealth, LLC
DECREASED
Shares223 from 226
Change-3 (-1%)
Value$203.0K (-$8.4K)
Filed 2026-10-26
GK Wealth Management LLC
DECREASED
Shares222 from 352
Change-130 (-37%)
Value$202.4K (-$127.1K)
Filed 2026-10-09
Serenity Investment Advisors
DECREASED
Shares222 from 226
Change-4 (-2%)
Value$202.4K (-$8.9K)
Filed 2026-10-30
Catalyst Investment Management LLC
INCREASED
Shares222 from 221
Change+1 (+0%)
Value$202.1K (-$4.6K)
Filed 2026-10-21
OFS Enterprise LLC
DECREASED
Shares221 from 226
Change-5 (-2%)
Value$201.0K (-$10.1K)
Filed 2026-10-16
3 Factor Indexing, LLC
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$201.2K (-$5.6K)
Filed 2026-10-15
Penobscot Wealth Management
DECREASED
Shares220 from 221
Change-1 (0%)
Value$200.2K (-$6.4K)
Filed 2026-10-21
Westwood Wealth Management
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$200.3K (-$5.5K)
Filed 2026-10-29
Aspire Private Capital, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$200.7K (-$5.5K)
Filed 2026-11-05
Mosley Wealth Management
INCREASED
Shares217 from 194
Change+23 (+12%)
Value$212.7K (+$30.9K)
Filed 2026-10-16
Activest Wealth Management
DECREASED
Shares214 from 314
Change-100 (-32%)
Value$194.6K (-$98.8K)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
INCREASED
Shares214 from 209
Change+5 (+2%)
Value$195.0K (-$705)
Filed 2026-11-05
Manitou Investment Management Ltd.
DECREASED
Shares210 from 215
Change-5 (-2%)
Value$191.2K (-$10.0K)
Filed 2026-10-15
POM Investment Strategies, LLC
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$188.5K (-$5.2K)
Filed 2026-10-20
First Bancorp, Inc
INCREASED
Shares206 from 194
Change+12 (+6%)
Value$187.5K (+$6.0K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
INCREASED
Shares202 from 198
Change+4 (+2%)
Value$183.7K (-$1.3K)
Filed 2026-11-02
Skylands Capital, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$182.1K (-$5.0K)
Filed 2026-10-21
Noble Wealth Management PBC
DECREASED
Shares194 from 203
Change-9 (-4%)
Value$176.8K (-$13.3K)
Filed 2026-10-01
Trust Co
DECREASED
Shares193 from 413
Change-220 (-53%)
Value$175.4K (-$210.9K)
Filed 2026-10-09
Financial Network Wealth Advisors LLC
INCREASED
Shares193 from 182
Change+11 (+6%)
Value$176.1K (+$5.5K)
Filed 2026-10-28
Alta Capital Management LLC/
NEW
Shares187
Change+187
Value$170.2K
Filed 2026-10-26
Wilkerson Advisory Group LLC
INCREASED
Shares186 from 171
Change+15 (+9%)
Value$169.3K (+$9.4K)
Filed 2026-10-20
Clark Wealth Partners
DECREASED
Shares185 from 190
Change-5 (-3%)
Value$168.0K (-$10.1K)
Filed 2026-10-19
Essex Investment Management Co LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$163.9K (-$4.5K)
Filed 2026-10-19
True Wealth Design, LLC
DECREASED
Shares177 from 200
Change-23 (-11%)
Value$161.1K (-$26.0K)
Filed 2026-10-13
Syntax Research, Inc.
DECREASED
Shares176 from 392
Change-216 (-55%)
Value$160.2K (-$206.5K)
Filed 2026-11-04
Pioneer Family Office, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$154.8K (-$4.3K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$151.7K (-$4.1K)
Filed 2026-10-23
Rachor Investment Advisory Services, LLC
INCREASED
Shares161 from 160
Change+1 (+1%)
Value$146.3K (-$3.8K)
Filed 2026-10-29
James T. Borello RIA
DECREASED
Shares160 from 190
Change-30 (-16%)
Value$145.7K (-$32.1K)
Filed 2026-10-16
Strengthening Families & Communities, LLC
DECREASED
Shares159 from 167
Change-8 (-5%)
Value$144.7K (-$11.1K)
Filed 2026-10-21
Holos Integrated Wealth LLC
INCREASED
Shares156 from 100
Change+56 (+56%)
Value$155.3K (+$60.6K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$142.0K (-$3.9K)
Filed 2026-10-20
Curat Global, LLC
DECREASED
Shares155 from 189
Change-34 (-18%)
Value$141.1K (-$37.8K)
Filed 2026-10-26
Towne Trust Company, N.a
INCREASED
Shares154 from 138
Change+16 (+12%)
Value$140.2K (+$11.1K)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
DECREASED
Shares151 from 153
Change-2 (-1%)
Value$137.5K (-$5.7K)
Filed 2026-10-23
Richardson Capital Management LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$137.6K (-$3.8K)
Filed 2026-10-23
Jcic Asset Management Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$136.6K (-$12.9K)
Filed 2026-10-30
Financially Speaking Inc
DECREASED
Shares148 from 205
Change-57 (-28%)
Value$134.7K (-$69.5K)
Filed 2026-11-05
Rakuten Securities, Inc.
INCREASED
Shares147 from 110
Change+37 (+34%)
Value$133.8K (+$30.9K)
Filed 2026-11-02
Catalyst Capital Advisors LLC
INCREASED
Shares141 from 129
Change+12 (+9%)
Value$128.4K (+$7.7K)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares138 from 120
Change+18 (+15%)
Value$126.0K (+$13.7K)
Filed 2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$125.6K (-$3.5K)
Filed 2026-10-23
Cdkv Holdings LLC
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$125.0K (-$3.4K)
Filed 2026-10-28
Miller Global Investments, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$122.9K (-$3.4K)
Filed 2026-10-02
Clayton Financial Group LLC
NEW
Shares133
Change+133
Value$121.1K
Filed 2026-10-13
New England Capital Financial Advisors LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$119.2K (-$3.3K)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares129
Change+129
Value$117.4K
Filed 2026-10-27
Peck Wealth Management, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$117.4K (-$3.2K)
Filed 2026-10-29
Byrne Asset Management LLC
INCREASED
Shares119 from 114
Change+5 (+4%)
Value$108.9K (+$2.2K)
Filed 2026-10-06
High Point Wealth Management, LLC
INCREASED
Shares118 from 103
Change+15 (+15%)
Value$107.8K (+$11.1K)
Filed 2026-11-05
RHL Group, LLC
INCREASED
Shares113 from 91
Change+22 (+24%)
Value$102.6K (+$17.6K)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$102.9K (-$2.8K)
Filed 2026-10-30
Joseph Group Capital Management
DECREASED
Shares112 from 134
Change-22 (-16%)
Value$102.0K (-$23.4K)
Filed 2026-11-04
Maseco LLP
INCREASED
Shares109 from 95
Change+14 (+15%)
Value$99.1K (+$10.5K)
Filed 2026-10-27
Cornerstone National Bank & Trust Co
DECREASED
Shares107 from 129
Change-22 (-17%)
Value$97.9K (-$21.4K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
DECREASED
Shares106 from 119
Change-13 (-11%)
Value$96.8K (-$14.1K)
Filed 2026-11-02
Quaker Wealth Management, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$94.7K (-$2.6K)
Filed 2026-10-22
SBK Financial, Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$93.8K (-$2.6K)
Filed 2026-11-02
Birchbrook, Inc.
DECREASED
Shares100 from 450
Change-350 (-78%)
Value$91.0K (-$329.9K)
Filed 2026-10-14
Nexus Investment Management ULC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$91.0K (-$2.5K)
Filed 2026-10-27
Axiom Investment Management LLC
INCREASED
Shares98 from 80
Change+18 (+23%)
Value$89.2K (+$14.4K)
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares98 from 101
Change-3 (-3%)
Value$89.2K (-$5.3K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
DECREASED
Shares97 from 109
Change-12 (-11%)
Value$87.8K (-$13.7K)
Filed 2026-10-15
USA Financial Formulas
NEW
Shares93
Change+93
Value$84.7K
Filed 2026-10-16
Carolina Wealth Advisors, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$82.8K (-$2.3K)
Filed 2026-10-23
Essential Partners LLC
DECREASED
Shares85 from 155
Change-70 (-45%)
Value$77.4K (-$67.6K)
Filed 2026-10-14
Kings Path Partners LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$76.5K (-$2.1K)
Filed 2026-10-21
KFG LLC
NEW
Shares83
Change+83
Value$75.6K
Filed 2026-11-02
Gilpin Wealth Management, LLC
INCREASED
Shares83 from 82
Change+1 (+1%)
Value$75.6K (-$1.2K)
Filed 2026-10-09
Friedenthal Financial
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$75.9K (-$2.0K)
Filed 2026-10-27
Bank & Trust Co
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$73.7K (-$2.0K)
Filed 2026-10-07
Torren Management, LLC
INCREASED
Shares75 from 62
Change+13 (+21%)
Value$68.3K (+$10.3K)
Filed 2026-10-29
Breakwater Investment Management
INCREASED
Shares72 from 68
Change+4 (+6%)
Value$65.5K (+$1.9K)
Filed 2026-10-20
Acima Private Wealth, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$65.5K (-$1.8K)
Filed 2026-10-05
Birch Financial Group, LLC
NEW
Shares70
Change+70
Value$63.6K
Filed 2026-10-27
Retirement Wealth Solutions LLC
INCREASED
Shares69 from 54
Change+15 (+28%)
Value$63.1K (+$12.3K)
Filed 2026-10-07
Redwood Park Advisors LLC
INCREASED
Shares68 from 62
Change+6 (+10%)
Value$61.5K (+$3.1K)
Filed 2026-11-02
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$59.2K (-$1.1K)
Filed 2026-10-01
Covestor Ltd
INCREASED
Shares64 from 63
Change+1 (+2%)
Value$59 (-$58.9K)
Filed 2026-10-30
CrossGen Wealth, LLC
INCREASED
Shares60 from 53
Change+7 (+13%)
Value$54.9K (+$5.1K)
Filed 2026-10-30
Aspect Partners, LLC
DECREASED
Shares58 from 63
Change-5 (-8%)
Value$52.8K (-$6.1K)
Filed 2026-10-20
Steph & Co
INCREASED
Shares58 from 53
Change+5 (+9%)
Value$52.8K (+$3.2K)
Filed 2026-10-07
Balance Wealth Partners LLC
NEW
Shares55
Change+55
Value$50.0K
Filed 2026-10-27
Burk Holdings LLC
INCREASED
Shares55 from 32
Change+23 (+72%)
Value$50.1K (+$20.1K)
Filed 2026-11-05
Signature Resources Capital Management, LLC
DECREASED
Shares54 from 82
Change-28 (-34%)
Value$49.4K (-$27.6K)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED
Shares52 from 45
Change+7 (+16%)
Value$47.3K (+$5.2K)
Filed 2026-11-03
Evolution Wealth Management Inc.
INCREASED
Shares51 from 42
Change+9 (+21%)
Value$46.7K (+$7.8K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
DECREASED
Shares50 from 64
Change-14 (-22%)
Value$45.5K (-$14.4K)
Filed 2026-11-03
Access Investment Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$45.5K (-$1.3K)
Filed 2026-10-23
Key Capital Management, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$45.5K (-$1.3K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares48 from 153
Change-105 (-69%)
Value$43.8K (-$99.8K)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
INCREASED
Shares46 from 36
Change+10 (+28%)
Value$41.9K (+$8.2K)
Filed 2026-10-22
Investors Research Corp
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$41.9K (-$1.2K)
Filed 2026-10-07
Kentucky Trust Co
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$39.1K (-$1.1K)
Filed 2026-10-15
Quintet Private Bank (Europe) S.A.
DECREASED
Shares40 from 1,917
Change-1,877 (-98%)
Value$36.4K (-$1.8M)
Filed 2026-10-08
SRH Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$36.4K (-$1.0K)
Filed 2026-10-22
Your Advocates Ltd., LLP
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$36.4K (-$1.0K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$35.2K (-$926)
Filed 2026-10-23
LAM Group, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$34.6K (-$955)
Filed 2026-10-26
John Boyer, Inc.
NEW
Shares35
Change+35
Value$31.9K
Filed 2026-10-27
Hurley Capital, LLC
DECREASED
Shares32 from 33
Change-1 (-3%)
Value$29.4K (-$1.7K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$28.2K (-$779)
Filed 2026-10-16
Bayforest Capital Ltd
DECREASED
Shares29 from 51
Change-22 (-43%)
Value$26.4K (-$21.3K)
Filed 2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$25.5K (-$703)
Filed 2026-10-14
Contravisory Investment Management, Inc.
INCREASED
Shares27 from 13
Change+14 (+108%)
Value$24.6K (+$12.4K)
Filed 2026-10-13
Barrett & Company, Inc.
DECREASED
Shares27 from 32
Change-5 (-16%)
Value$24.6K (-$5.4K)
Filed 2026-10-22
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$24.6K (-$678)
Filed 2026-10-07
Horizons Wealth Management
NEW
Shares25
Change+25
Value$22.8K
Filed 2026-10-05
Brown Shipley& Co Ltd
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$22.8K (-$628)
Filed 2026-10-09
Bulwark Capital Corp
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$22.8K (-$628)
Filed 2026-10-13
Entrust Financial LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$21.9K (-$594)
Filed 2026-11-04
Fairway Wealth LLC
DECREASED
Shares23 from 33
Change-10 (-30%)
Value$20.7K (-$9.9K)
Filed 2026-10-30
Mechanics Financial Corp
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$19.1K (-$528)
Filed 2026-11-05
Sellwood Investment Partners LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$19.1K (-$528)
Filed 2026-11-03
Planning Strategies Inc.
DECREASED
Shares20 from 24
Change-4 (-17%)
Value$18.2K (-$4.2K)
Filed 2026-10-02
MH & Associates Securities Management Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$18.2K (-$503)
Filed 2026-10-30
Catherine Avery Investment Management LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$18.2K (-$502)
Filed 2026-10-14
United Financial Planning Group LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$16.4K (-$452)
Filed 2026-11-04
Prudent Man Investment Management, Inc.
INCREASED
Shares17 from 11
Change+6 (+55%)
Value$15.5K (+$6.0K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
INCREASED
Shares15 from 1
Change+14 (+1400%)
Value$13.7K (+$12.7K)
Filed 2026-10-29
Horizon Financial Services, LLC
DECREASED
Shares15 from 16
Change-1 (-6%)
Value$13.7K (-$1.3K)
Filed 2026-11-04
Aventus Investment Advisors, Inc.
INCREASED
Shares14 from 12
Change+2 (+17%)
Value$12.7K (+$1.5K)
Filed 2026-10-09
Fiduciary Advisors, Inc.
INCREASED
Shares13 from 7
Change+6 (+86%)
Value$11.8K (+$5.3K)
Filed 2026-10-16
NorthAvenue LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$11.8K (-$327)
Filed 2026-10-29
Bernzott Capital Advisors
NEW
Shares11
Change+11
Value$10.0K
Filed 2026-10-29
PayPay Securities Corp
INCREASED
Shares8 from 7
Change+1 (+14%)
Value$7.3K (+$735)
Filed 2026-10-27
1620 Investment Advisors, Inc.
DECREASED
Shares6 from 9
Change-3 (-33%)
Value$5.5K (-$3.5K)
Filed 2026-11-04
DecisionPoint Financial, LLC
INCREASED
Shares6 from 4
Change+2 (+50%)
Value$5.5K (+$1.8K)
Filed 2026-10-27
Monetary Solutions, Ltd
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$5.5K (+$785)
Filed 2026-10-22
Point Nemo Capital, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$5.5K (-$151)
Filed 2026-11-03
Bare Financial Services, Inc
DECREASED
Shares5 from 10
Change-5 (-50%)
Value$4.6K (-$4.8K)
Filed 2026-11-04
Phillip James Consulting Co.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$4.6K (-$125)
Filed 2026-11-03
McCarley & Cook Financial Planners
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$4.6K (-$125)
Filed 2026-10-21
Transce3nd, LLC
NEW
Shares4
Change+4
Value$4.0K
Filed 2026-10-26
Decker Retirement Planning Inc.
DECREASED
Shares4 from 23
Change-19 (-83%)
Value$4.1K (-$17.9K)
Filed 2026-10-19
Navigoe, LLC
DECREASED
Shares4 from 6
Change-2 (-33%)
Value$3 (-$2)
Filed 2026-11-04
Burkett Financial Services, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.7K (-$96)
Filed 2026-10-01
Cohalo Advisory LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.7K (-$75)
Filed 2026-10-28
William B. Walkup & Associates, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.7K (-$75)
Filed 2026-11-05
Horrell Capital Management, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.8K (-$73)
Filed 2026-10-08
Inspire Investing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.8K (-$217)
Filed 2026-10-22
Frisco Financial Planning LLC
NEW
Shares1
Change+1
Value$910
Filed 2026-10-05
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$911 (-$25)
Filed 2026-10-15
Alphinity Investment Management Pty Ltd
CLOSED
Shares0 from 221,056
Change-221,056 (-100%)
Value$0 (-$206.8M)
Filed 2026-11-02
Imc-Chicago, LLC
CLOSED
Shares0 from 92,816
Change-92,816 (-100%)
Value$0 (-$86.8M)
Filed 2026-11-05
BSN Capital Partners Ltd
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$48.1M)
Filed 2026-10-23
Andrew Hill Investment Advisors, Inc.
CLOSED
Shares0 from 4,656
Change-4,656 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-22
Financial Management Network Inc
CLOSED
Shares0 from 4,028
Change-4,028 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-09
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 2,065
Change-2,065 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-03
IronBridge Private Wealth, LLC
CLOSED
Shares0 from 1,674
Change-1,674 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-03
Hofer & Associates. Inc
CLOSED
Shares0 from 1,419
Change-1,419 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Thor Trading Advisors, LLC
CLOSED
Shares0 from 1,076
Change-1,076 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-05
Atala Financial Inc
CLOSED
Shares0 from 993
Change-993 (-100%)
Value$0 (-$928.9K)
Filed 2026-10-22
Tuttle Capital Management, LLC
CLOSED
Shares0 from 889
Change-889 (-100%)
Value$0 (-$831.6K)
Filed 2026-10-21
Arbor Capital Management Inc
CLOSED
Shares0 from 803
Change-803 (-100%)
Value$0 (-$771.0K)
Filed 2026-10-21
Brick & Kyle, Associates
CLOSED
Shares0 from 759
Change-759 (-100%)
Value$0 (-$756.1K)
Filed 2026-11-05
Langley Wealth Management, LLC
CLOSED
Shares0 from 726
Change-726 (-100%)
Value$0 (-$679.3K)
Filed 2026-11-04
Scarborough Advisors, LLC
CLOSED
Shares0 from 668
Change-668 (-100%)
Value$0 (-$656.4K)
Filed 2026-10-16
Balentine LLC
CLOSED
Shares0 from 640
Change-640 (-100%)
Value$0 (-$598.7K)
Filed 2026-11-03
Family Investment Center, Inc.
CLOSED
Shares0 from 576
Change-576 (-100%)
Value$0 (-$538.8K)
Filed 2026-10-19
Spartan Planning & Wealth Management
CLOSED
Shares0 from 546
Change-546 (-100%)
Value$0 (-$510.8K)
Filed 2026-10-13
Johnson Financial Group, LLC
CLOSED
Shares0 from 528
Change-528 (-100%)
Value$0 (-$493.9K)
Filed 2026-11-03
Saxon Interests, Inc.
CLOSED
Shares0 from 479
Change-479 (-100%)
Value$0 (-$448.1K)
Filed 2026-10-26
One Wealth Capital Management, LLC
CLOSED
Shares0 from 431
Change-431 (-100%)
Value$0 (-$403.2K)
Filed 2026-10-23
Auto-Owners Insurance Co
CLOSED
Shares0 from 405
Change-405 (-100%)
Value$0 (-$378.9K)
Filed 2026-10-15
Overbrook Management Corp
CLOSED
Shares0 from 366
Change-366 (-100%)
Value$0 (-$342.4K)
Filed 2026-10-08
FSA Investment Group, LLC
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$341.4K)
Filed 2026-10-07
Wealthcare Capital Management LLC
CLOSED
Shares0 from 358
Change-358 (-100%)
Value$0 (-$334.6K)
Filed 2026-10-21
JIM Saulnier & Associates, LLC
CLOSED
Shares0 from 342
Change-342 (-100%)
Value$0 (-$319.7K)
Filed 2026-11-04
Barings LLC
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$316.2K)
Filed 2026-10-22
Triasima Portfolio Management inc.
CLOSED
Shares0 from 332
Change-332 (-100%)
Value$0 (-$310.6K)
Filed 2026-10-15
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$289.1K)
Filed 2026-11-05
Sunesis Advisors, LLC
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$285.3K)
Filed 2026-10-26
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 303
Change-303 (-100%)
Value$0 (-$283.4K)
Filed 2026-11-04
Summa Corp.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$280.6K)
Filed 2026-10-30
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 295
Change-295 (-100%)
Value$0 (-$276.0K)
Filed 2026-10-16
Auctus Advisors LLC
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$266.6K)
Filed 2026-10-23
jvl associates llc
CLOSED
Shares0 from 276
Change-276 (-100%)
Value$0 (-$258.2K)
Filed 2026-10-09
Capital City Trust Co
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$254.4K)
Filed 2026-10-22
HMV Wealth Advisors, LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$243.2K)
Filed 2026-10-27
Prospect Financial Group LLC
CLOSED
Shares0 from 253
Change-253 (-100%)
Value$0 (-$236.7K)
Filed 2026-11-05
Greenwood Gearhart LLC
CLOSED
Shares0 from 251
Change-251 (-100%)
Value$0 (-$234.8K)
Filed 2026-11-02
ATX Financial Planning, LLC
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$230.1K)
Filed 2026-10-14
Renasant Bank
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$229.2K)
Filed 2026-11-05
Instrumental Wealth, LLC
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$224.5K)
Filed 2026-10-20
Corepath Wealth Partners LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-21
Amarillo National Bank
CLOSED
Shares0 from 231
Change-231 (-100%)
Value$0 (-$216.1K)
Filed 2026-10-23
Allegiance Financial Group Advisory Services LLC
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$215.2K)
Filed 2026-11-02
IVC Wealth Advisors LLC
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-23
Noesis Capital Mangement Corp
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$213.8K)
Filed 2026-10-26
Coyle Financial Counsel LLC
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-28
Mystic Asset Management, Inc.
CLOSED
Shares0 from 221
Change-221 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-15
Mainsail Asset Management, LLC
CLOSED
Shares0 from 221
Change-221 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-14
Global Trust Wealth Management LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-14
Redwood Financial Network Corp
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$204.9K)
Filed 2026-11-03
Freedom Financial Partners LLC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$204.1K)
Filed 2026-10-19
Edge Wealth Management LLC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-13
Tenzing Financial LLC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$207.4K)
Filed 2026-11-03
Martel Wealth Advisors LLC
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-14
Opus Capital Group, LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-30
Paragon Capital Management Ltd
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-09
Isthmus Partners, LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-21
Provident Wealth Management, LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-20
Intergy Private Wealth, LLC
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-16
Cascade Investment Advisors, Inc.
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$174.2K)
Filed 2026-10-16
Munich Reinsurance Co Stock Corp in Munich
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$141.3K)
Filed 2026-10-30
Atlatl Advisers LLC
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$131.9K)
Filed 2026-10-22
Cypress Capital, LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$121.6K)
Filed 2026-10-20
Obsidian CIO, LLC
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$109.5K)
Filed 2026-11-05
Marquette Asset Management, LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$51.5K)
Filed 2026-10-09
Bullseye Investment Management, LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$34.6K)
Filed 2026-10-29
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$33.7K)
Filed 2026-11-05
Newton One Investments LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-14
Whipplewood Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$936)
Filed 2026-10-14
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$3.8M (-$53.8K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.2M (+$18.1K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 34,202,834
Change-34,202,834 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 28,976,605
Change-28,976,605 (-100%)
Value—
State Street Corp
N/A
Shares— from 18,384,951
Change-18,384,951 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 13,989,137
Change-13,989,137 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 10,627,472
Change-10,627,472 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 10,402,555
Change-10,402,555 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,220,437
Change-10,220,437 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,249,774
Change-7,249,774 (-100%)
Value—
Norges Bank
N/A
Shares— from 6,474,767
Change-6,474,767 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,163,541
Change-6,163,541 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,835,919
Change-4,835,919 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,292,111
Change-4,292,111 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,224,191
Change-4,224,191 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,631,675
Change-3,631,675 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,293,734
Change-3,293,734 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 3,253,040
Change-3,253,040 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,189,881
Change-3,189,881 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,106,170
Change-3,106,170 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,068,312
Change-3,068,312 (-100%)
Value—
Capital International Investors
N/A
Shares— from 2,770,728
Change-2,770,728 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,675,980
Change-2,675,980 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,549,000
Change-2,549,000 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,525,135
Change-2,525,135 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,516,516
Change-2,516,516 (-100%)
Value—
Amundi
N/A
Shares— from 2,424,461
Change-2,424,461 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 2,166,050
Change-2,166,050 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,063,521
Change-2,063,521 (-100%)
Value—
Capital World Investors
N/A
Shares— from 2,043,628
Change-2,043,628 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,773,372
Change-1,773,372 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,463,192
Change-1,463,192 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,448,226
Change-1,448,226 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,434,743
Change-1,434,743 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,413,102
Change-1,413,102 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,339,096
Change-1,339,096 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,253,747
Change-1,253,747 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,251,300
Change-1,251,300 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,239,037
Change-1,239,037 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,174,466
Change-1,174,466 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,162,963
Change-1,162,963 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,145,398
Change-1,145,398 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,141,108
Change-1,141,108 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,010,418
Change-1,010,418 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,006,231
Change-1,006,231 (-100%)
Value—
National Pension Service
N/A
Shares— from 966,727
Change-966,727 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 957,168
Change-957,168 (-100%)
Value—
Barclays PLC
N/A
Shares— from 943,080
Change-943,080 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 916,798
Change-916,798 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 880,718
Change-880,718 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 873,316
Change-873,316 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 866,849
Change-866,849 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 786,232
Change-786,232 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 755,150
Change-755,150 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 751,142
Change-751,142 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 720,407
Change-720,407 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 712,347
Change-712,347 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 695,622
Change-695,622 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 692,107
Change-692,107 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 674,638
Change-674,638 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 663,996
Change-663,996 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 645,893
Change-645,893 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 624,365
Change-624,365 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 622,012
Change-622,012 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 613,482
Change-613,482 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 531,750
Change-531,750 (-100%)
Value—
Blair William & Co
N/A
Shares— from 524,692
Change-524,692 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 509,661
Change-509,661 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 484,439
Change-484,439 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 469,190
Change-469,190 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 456,174
Change-456,174 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 453,439
Change-453,439 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 448,285
Change-448,285 (-100%)
Value—
Aviva PLC
N/A
Shares— from 444,887
Change-444,887 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 444,473
Change-444,473 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 438,863
Change-438,863 (-100%)
Value—
Man Group plc
N/A
Shares— from 437,789
Change-437,789 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 435,937
Change-435,937 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 432,646
Change-432,646 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 419,996
Change-419,996 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 414,342
Change-414,342 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 413,614
Change-413,614 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 404,467
Change-404,467 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 395,677
Change-395,677 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 389,886
Change-389,886 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 380,749
Change-380,749 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 379,720
Change-379,720 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 379,139
Change-379,139 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 377,550
Change-377,550 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 374,507
Change-374,507 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 361,307
Change-361,307 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 359,679
Change-359,679 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 357,423
Change-357,423 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 354,667
Change-354,667 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 354,177
Change-354,177 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 353,757
Change-353,757 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 352,575
Change-352,575 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 347,314
Change-347,314 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 346,814
Change-346,814 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 339,979
Change-339,979 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 337,914
Change-337,914 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 324,998
Change-324,998 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 312,338
Change-312,338 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 311,416
Change-311,416 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 310,809
Change-310,809 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 310,417
Change-310,417 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 305,164
Change-305,164 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 304,003
Change-304,003 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 294,335
Change-294,335 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 287,925
Change-287,925 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 286,445
Change-286,445 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 283,676
Change-283,676 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 280,643
Change-280,643 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 278,116
Change-278,116 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 274,678
Change-274,678 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 262,499
Change-262,499 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 251,489
Change-251,489 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 248,300
Change-248,300 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 244,761
Change-244,761 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 240,149
Change-240,149 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 236,660
Change-236,660 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 234,577
Change-234,577 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 234,056
Change-234,056 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 232,968
Change-232,968 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 228,630
Change-228,630 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 226,302
Change-226,302 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 222,567
Change-222,567 (-100%)
Value—
Greenbrier Partners Capital Management, LLC
N/A
Shares— from 221,730
Change-221,730 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 219,894
Change-219,894 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 219,017
Change-219,017 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 218,544
Change-218,544 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 211,117
Change-211,117 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 207,760
Change-207,760 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 203,573
Change-203,573 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 202,689
Change-202,689 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 199,358
Change-199,358 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 199,355
Change-199,355 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 197,558
Change-197,558 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 197,308
Change-197,308 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 194,416
Change-194,416 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 194,028
Change-194,028 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 189,988
Change-189,988 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 189,471
Change-189,471 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 189,040
Change-189,040 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 187,973
Change-187,973 (-100%)
Value—
ING Groep NV
N/A
Shares— from 187,333
Change-187,333 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 181,980
Change-181,980 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 181,256
Change-181,256 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 180,209
Change-180,209 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 178,361
Change-178,361 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 178,283
Change-178,283 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 175,128
Change-175,128 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 172,825
Change-172,825 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 172,759
Change-172,759 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 171,725
Change-171,725 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 166,829
Change-166,829 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 158,416
Change-158,416 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 156,163
Change-156,163 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 155,825
Change-155,825 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 155,824
Change-155,824 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 150,340
Change-150,340 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 147,517
Change-147,517 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 145,249
Change-145,249 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 144,869
Change-144,869 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 142,637
Change-142,637 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 141,914
Change-141,914 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 141,278
Change-141,278 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 140,552
Change-140,552 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 133,891
Change-133,891 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 133,200
Change-133,200 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 132,882
Change-132,882 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 132,430
Change-132,430 (-100%)
Value—
&partners
N/A
Shares— from 131,634
Change-131,634 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 129,208
Change-129,208 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 127,033
Change-127,033 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 124,870
Change-124,870 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 124,712
Change-124,712 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 123,494
Change-123,494 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 123,446
Change-123,446 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 121,306
Change-121,306 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 121,175
Change-121,175 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 120,466
Change-120,466 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 118,493
Change-118,493 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 117,930
Change-117,930 (-100%)
Value—
Commerce Bank
N/A
Shares— from 117,857
Change-117,857 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 115,741
Change-115,741 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 115,232
Change-115,232 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 114,119
Change-114,119 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 114,078
Change-114,078 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 113,356
Change-113,356 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 110,779
Change-110,779 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 110,014
Change-110,014 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 109,127
Change-109,127 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 108,997
Change-108,997 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 107,942
Change-107,942 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 105,984
Change-105,984 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 105,746
Change-105,746 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 104,081
Change-104,081 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 100,933
Change-100,933 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 100,519
Change-100,519 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 99,506
Change-99,506 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 98,725
Change-98,725 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 98,607
Change-98,607 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 95,496
Change-95,496 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 95,494
Change-95,494 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 94,833
Change-94,833 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 94,652
Change-94,652 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 94,580
Change-94,580 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 94,256
Change-94,256 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 93,865
Change-93,865 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 93,698
Change-93,698 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 92,692
Change-92,692 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 91,996
Change-91,996 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 91,229
Change-91,229 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 91,045
Change-91,045 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 87,623
Change-87,623 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 87,410
Change-87,410 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 87,209
Change-87,209 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 84,347
Change-84,347 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 83,221
Change-83,221 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 81,210
Change-81,210 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 80,301
Change-80,301 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 79,741
Change-79,741 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 79,048
Change-79,048 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 78,622
Change-78,622 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 75,949
Change-75,949 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 75,598
Change-75,598 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 75,568
Change-75,568 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 75,375
Change-75,375 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 75,026
Change-75,026 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 74,325
Change-74,325 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 72,891
Change-72,891 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 72,113
Change-72,113 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 70,673
Change-70,673 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 69,957
Change-69,957 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 69,740
Change-69,740 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 68,974
Change-68,974 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 67,381
Change-67,381 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 67,210
Change-67,210 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 67,206
Change-67,206 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 66,758
Change-66,758 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 66,541
Change-66,541 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 66,513
Change-66,513 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 65,082
Change-65,082 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 64,937
Change-64,937 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 64,911
Change-64,911 (-100%)
Value—
LBP AM SA
N/A
Shares— from 64,251
Change-64,251 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 63,957
Change-63,957 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 63,885
Change-63,885 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 63,703
Change-63,703 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 63,313
Change-63,313 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 62,782
Change-62,782 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 62,219
Change-62,219 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 61,569
Change-61,569 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 58,414
Change-58,414 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 58,314
Change-58,314 (-100%)
Value—
FIL Ltd
N/A
Shares— from 57,904
Change-57,904 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 57,764
Change-57,764 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 55,870
Change-55,870 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 54,742
Change-54,742 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 54,457
Change-54,457 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 53,903
Change-53,903 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 53,536
Change-53,536 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 53,335
Change-53,335 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 52,745
Change-52,745 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 52,658
Change-52,658 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 52,587
Change-52,587 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 50,926
Change-50,926 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 50,411
Change-50,411 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 50,335
Change-50,335 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 50,311
Change-50,311 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 50,028
Change-50,028 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 49,939
Change-49,939 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 49,856
Change-49,856 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 49,845
Change-49,845 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 48,069
Change-48,069 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 47,497
Change-47,497 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 46,745
Change-46,745 (-100%)
Value—
Allstate Corp
N/A
Shares— from 46,731
Change-46,731 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 46,491
Change-46,491 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 46,434
Change-46,434 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 46,338
Change-46,338 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 45,501
Change-45,501 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 45,489
Change-45,489 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 44,872
Change-44,872 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 44,758
Change-44,758 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 44,748
Change-44,748 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 44,508
Change-44,508 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 43,755
Change-43,755 (-100%)
Value—
Worldly Partners Management, LLC
N/A
Shares— from 43,268
Change-43,268 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 42,556
Change-42,556 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 41,881
Change-41,881 (-100%)
Value—
Capital International LTD
N/A
Shares— from 41,851
Change-41,851 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 40,475
Change-40,475 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 40,019
Change-40,019 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 39,988
Change-39,988 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 39,821
Change-39,821 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 39,344
Change-39,344 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 39,266
Change-39,266 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 39,195
Change-39,195 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 38,844
Change-38,844 (-100%)
Value—
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A
Shares— from 37,454
Change-37,454 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 36,292
Change-36,292 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 35,587
Change-35,587 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 35,420
Change-35,420 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 35,279
Change-35,279 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 35,161
Change-35,161 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 34,932
Change-34,932 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 34,829
Change-34,829 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 34,743
Change-34,743 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 34,733
Change-34,733 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 34,598
Change-34,598 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 34,287
Change-34,287 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 34,258
Change-34,258 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 33,973
Change-33,973 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 33,918
Change-33,918 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 33,457
Change-33,457 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 33,346
Change-33,346 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 33,174
Change-33,174 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 32,905
Change-32,905 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 32,433
Change-32,433 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 32,150
Change-32,150 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 31,808
Change-31,808 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 31,775
Change-31,775 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 31,314
Change-31,314 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 31,263
Change-31,263 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 31,056
Change-31,056 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 30,798
Change-30,798 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 30,479
Change-30,479 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 30,306
Change-30,306 (-100%)
Value—
Prudential PLC
N/A
Shares— from 30,218
Change-30,218 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 29,941
Change-29,941 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 29,063
Change-29,063 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 28,910
Change-28,910 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 28,833
Change-28,833 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 28,222
Change-28,222 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 28,021
Change-28,021 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 27,920
Change-27,920 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 27,057
Change-27,057 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 27,040
Change-27,040 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 26,713
Change-26,713 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 26,625
Change-26,625 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 26,539
Change-26,539 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 26,503
Change-26,503 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 26,208
Change-26,208 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 26,146
Change-26,146 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 26,143
Change-26,143 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 26,045
Change-26,045 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 25,828
Change-25,828 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 25,482
Change-25,482 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 25,428
Change-25,428 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 25,343
Change-25,343 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 25,310
Change-25,310 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 25,054
Change-25,054 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 24,714
Change-24,714 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 24,635
Change-24,635 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 24,306
Change-24,306 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 24,136
Change-24,136 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 24,136
Change-24,136 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 23,978
Change-23,978 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 23,840
Change-23,840 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 23,800
Change-23,800 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 23,626
Change-23,626 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 23,609
Change-23,609 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 23,594
Change-23,594 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 23,523
Change-23,523 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 23,358
Change-23,358 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 22,991
Change-22,991 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,635
Change-22,635 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 22,631
Change-22,631 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 22,588
Change-22,588 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 22,381
Change-22,381 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 22,324
Change-22,324 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 22,160
Change-22,160 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 22,048
Change-22,048 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 21,822
Change-21,822 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 21,749
Change-21,749 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 21,181
Change-21,181 (-100%)
Value—
Nwam LLC
N/A
Shares— from 21,151
Change-21,151 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20,651
Change-20,651 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 20,640
Change-20,640 (-100%)
Value—
Natixis
N/A
Shares— from 20,636
Change-20,636 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 20,526
Change-20,526 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 20,472
Change-20,472 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 20,205
Change-20,205 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 20,184
Change-20,184 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 20,158
Change-20,158 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 20,134
Change-20,134 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 20,043
Change-20,043 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 20,028
Change-20,028 (-100%)
Value—
CIM, LLC
N/A
Shares— from 19,982
Change-19,982 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 19,974
Change-19,974 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 19,680
Change-19,680 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 19,533
Change-19,533 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 19,506
Change-19,506 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 19,453
Change-19,453 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 19,444
Change-19,444 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 19,383
Change-19,383 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 19,065
Change-19,065 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,588
Change-18,588 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 18,580
Change-18,580 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 18,565
Change-18,565 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 18,478
Change-18,478 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 18,435
Change-18,435 (-100%)
Value—
Allianz SE
N/A
Shares— from 18,192
Change-18,192 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 18,160
Change-18,160 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 18,065
Change-18,065 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 17,850
Change-17,850 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 17,710
Change-17,710 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 17,593
Change-17,593 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 17,586
Change-17,586 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 17,561
Change-17,561 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 17,459
Change-17,459 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 17,355
Change-17,355 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 17,347
Change-17,347 (-100%)
Value—
Stephens Inc
N/A
Shares— from 17,221
Change-17,221 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 17,160
Change-17,160 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 17,118
Change-17,118 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 16,985
Change-16,985 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 16,909
Change-16,909 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 16,834
Change-16,834 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 16,759
Change-16,759 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 16,755
Change-16,755 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 16,744
Change-16,744 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 16,688
Change-16,688 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,571
Change-16,571 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 16,453
Change-16,453 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 16,179
Change-16,179 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,139
Change-16,139 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 16,076
Change-16,076 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 15,760
Change-15,760 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 15,670
Change-15,670 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 15,637
Change-15,637 (-100%)
Value—
Motco
N/A
Shares— from 15,629
Change-15,629 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 15,546
Change-15,546 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 15,537
Change-15,537 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 15,501
Change-15,501 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 15,477
Change-15,477 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 15,385
Change-15,385 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 15,097
Change-15,097 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 15,088
Change-15,088 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 15,041
Change-15,041 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 14,865
Change-14,865 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 14,842
Change-14,842 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 14,480
Change-14,480 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 14,427
Change-14,427 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 14,244
Change-14,244 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 14,239
Change-14,239 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 14,224
Change-14,224 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 14,185
Change-14,185 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 14,183
Change-14,183 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 14,133
Change-14,133 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 14,023
Change-14,023 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 13,989
Change-13,989 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 13,937
Change-13,937 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 13,840
Change-13,840 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 13,828
Change-13,828 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 13,823
Change-13,823 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,808
Change-13,808 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 13,770
Change-13,770 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 13,751
Change-13,751 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 13,669
Change-13,669 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 13,668
Change-13,668 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 13,569
Change-13,569 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 13,385
Change-13,385 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 13,363
Change-13,363 (-100%)
Value—
Simmons Bank
N/A
Shares— from 13,298
Change-13,298 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 13,251
Change-13,251 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 13,169
Change-13,169 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 13,144
Change-13,144 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 13,138
Change-13,138 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 13,079
Change-13,079 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 13,041
Change-13,041 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 13,018
Change-13,018 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 12,989
Change-12,989 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,984
Change-12,984 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 12,872
Change-12,872 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 12,827
Change-12,827 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 12,764
Change-12,764 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 12,482
Change-12,482 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 12,316
Change-12,316 (-100%)
Value—
Ossiam
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 12,241
Change-12,241 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 12,196
Change-12,196 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,166
Change-12,166 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 12,100
Change-12,100 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,060
Change-12,060 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 11,873
Change-11,873 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 11,826
Change-11,826 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 11,823
Change-11,823 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 11,764
Change-11,764 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 11,738
Change-11,738 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 11,729
Change-11,729 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 11,628
Change-11,628 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 11,606
Change-11,606 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 11,485
Change-11,485 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 11,430
Change-11,430 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 11,257
Change-11,257 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,067
Change-11,067 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 10,975
Change-10,975 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,975
Change-10,975 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 10,912
Change-10,912 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 10,813
Change-10,813 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,783
Change-10,783 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 10,659
Change-10,659 (-100%)
Value—
Mirova
N/A
Shares— from 10,598
Change-10,598 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 10,586
Change-10,586 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 10,478
Change-10,478 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 10,439
Change-10,439 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 10,287
Change-10,287 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,259
Change-10,259 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 10,218
Change-10,218 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 10,199
Change-10,199 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 10,198
Change-10,198 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 10,155
Change-10,155 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 10,132
Change-10,132 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 10,041
Change-10,041 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 10,031
Change-10,031 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 10,010
Change-10,010 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 10,007
Change-10,007 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
EFG International AG
N/A
Shares— from 9,915
Change-9,915 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 9,889
Change-9,889 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 9,844
Change-9,844 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 9,799
Change-9,799 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 9,759
Change-9,759 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 9,740
Change-9,740 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 9,728
Change-9,728 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 9,661
Change-9,661 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 9,640
Change-9,640 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 9,556
Change-9,556 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 9,531
Change-9,531 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 9,471
Change-9,471 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 9,281
Change-9,281 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 9,207
Change-9,207 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 9,073
Change-9,073 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 8,972
Change-8,972 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 8,840
Change-8,840 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 8,755
Change-8,755 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 8,737
Change-8,737 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
Legacy Trust
N/A
Shares— from 8,671
Change-8,671 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,659
Change-8,659 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 8,589
Change-8,589 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,562
Change-8,562 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 8,485
Change-8,485 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 8,342
Change-8,342 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 8,329
Change-8,329 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 8,229
Change-8,229 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 8,172
Change-8,172 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,095
Change-8,095 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 8,083
Change-8,083 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 8,052
Change-8,052 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 7,984
Change-7,984 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 7,907
Change-7,907 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 7,879
Change-7,879 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,813
Change-7,813 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 7,737
Change-7,737 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 7,720
Change-7,720 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 7,568
Change-7,568 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 7,554
Change-7,554 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 7,533
Change-7,533 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 7,496
Change-7,496 (-100%)
Value—
AlpenGlobal Capital LLC
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 7,458
Change-7,458 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 7,445
Change-7,445 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 7,444
Change-7,444 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 7,407
Change-7,407 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 7,378
Change-7,378 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 7,336
Change-7,336 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 7,335
Change-7,335 (-100%)
Value—
S-Bank Fund Management Ltd
N/A
Shares— from 7,296
Change-7,296 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 7,003
Change-7,003 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,971
Change-6,971 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 6,866
Change-6,866 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 6,684
Change-6,684 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 6,674
Change-6,674 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 6,532
Change-6,532 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,516
Change-6,516 (-100%)
Value—
KP Management LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 6,469
Change-6,469 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 6,435
Change-6,435 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 6,427
Change-6,427 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 6,356
Change-6,356 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6,339
Change-6,339 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
First Washington Corp
N/A
Shares— from 6,273
Change-6,273 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,241
Change-6,241 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 6,236
Change-6,236 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 6,181
Change-6,181 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 6,173
Change-6,173 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,098
Change-6,098 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
United Bank
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 6,020
Change-6,020 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 5,906
Change-5,906 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 5,882
Change-5,882 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 5,878
Change-5,878 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 5,874
Change-5,874 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 5,867
Change-5,867 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 5,828
Change-5,828 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 5,732
Change-5,732 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 5,714
Change-5,714 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 5,696
Change-5,696 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 5,674
Change-5,674 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,658
Change-5,658 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 5,658
Change-5,658 (-100%)
Value—
Bamco Inc
N/A
Shares— from 5,569
Change-5,569 (-100%)
Value—
Darwins River Capital, LP
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 5,507
Change-5,507 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,491
Change-5,491 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 5,399
Change-5,399 (-100%)
Value—
GHE, LLC
N/A
Shares— from 5,385
Change-5,385 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 5,357
Change-5,357 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,285
Change-5,285 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 5,258
Change-5,258 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 5,247
Change-5,247 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 5,213
Change-5,213 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 5,191
Change-5,191 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
American Trust
N/A
Shares— from 4,968
Change-4,968 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,935
Change-4,935 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 4,867
Change-4,867 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 4,859
Change-4,859 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,819
Change-4,819 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 4,818
Change-4,818 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 4,783
Change-4,783 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 4,749
Change-4,749 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4,723
Change-4,723 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
Bank OZK
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,509
Change-4,509 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
Skye Global Management LP
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 4,383
Change-4,383 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 4,319
Change-4,319 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 4,287
Change-4,287 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,196
Change-4,196 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 4,163
Change-4,163 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 4,135
Change-4,135 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 3,996
Change-3,996 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 3,847
Change-3,847 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,734
Change-3,734 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 3,629
Change-3,629 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 3,435
Change-3,435 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 3,316
Change-3,316 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
CNB Bank
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 3,087
Change-3,087 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 3,077
Change-3,077 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Patrick Mauro Investment Advisor, Inc.
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Bank of Marin
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,598
Change-2,598 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
S&CO Inc
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
BNP Paribas
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Sustainable Insight Capital Management, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
NCP Inc.
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
R Squared Ltd
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Lane Generational LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 999
Change-999 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Calydon Capital
N/A
Shares— from 996
Change-996 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 990
Change-990 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 984
Change-984 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 984
Change-984 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 984
Change-984 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 977
Change-977 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 974
Change-974 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 968
Change-968 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 957
Change-957 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 946
Change-946 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 940
Change-940 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 928
Change-928 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 922
Change-922 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 916
Change-916 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 913
Change-913 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 885
Change-885 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 878
Change-878 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 878
Change-878 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 874
Change-874 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 853
Change-853 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 844
Change-844 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 837
Change-837 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 824
Change-824 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 818
Change-818 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 811
Change-811 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 803
Change-803 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 795
Change-795 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 791
Change-791 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 782
Change-782 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 777
Change-777 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 777
Change-777 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 777
Change-777 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 770
Change-770 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 768
Change-768 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 767
Change-767 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 764
Change-764 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 762
Change-762 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 759
Change-759 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Corient IA LP
N/A
Shares— from 750
Change-750 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 748
Change-748 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 740
Change-740 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 738
Change-738 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 736
Change-736 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 730
Change-730 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 718
Change-718 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 698
Change-698 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 688
Change-688 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 683
Change-683 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 679
Change-679 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 679
Change-679 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 673
Change-673 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 653
Change-653 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 651
Change-651 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 647
Change-647 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 638
Change-638 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 637
Change-637 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 634
Change-634 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 631
Change-631 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 630
Change-630 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 625
Change-625 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 624
Change-624 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 619
Change-619 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 613
Change-613 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 609
Change-609 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 606
Change-606 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 606
Change-606 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 600
Change-600 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 598
Change-598 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 597
Change-597 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 593
Change-593 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 592
Change-592 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 592
Change-592 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 591
Change-591 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 587
Change-587 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 584
Change-584 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 579
Change-579 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 579
Change-579 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 577
Change-577 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 576
Change-576 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 573
Change-573 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 564
Change-564 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 563
Change-563 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 560
Change-560 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 558
Change-558 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 558
Change-558 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 549
Change-549 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 541
Change-541 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 534
Change-534 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
SPG Advisors LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 527
Change-527 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 521
Change-521 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 520
Change-520 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 520
Change-520 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 519
Change-519 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 505
Change-505 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 503
Change-503 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 501
Change-501 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 500
Change-500 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Avenir Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 499
Change-499 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 493
Change-493 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 484
Change-484 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 483
Change-483 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 483
Change-483 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 483
Change-483 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 475
Change-475 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 474
Change-474 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 473
Change-473 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 468
Change-468 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 462
Change-462 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 462
Change-462 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 461
Change-461 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 459
Change-459 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 458
Change-458 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 454
Change-454 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 453
Change-453 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 452
Change-452 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 451
Change-451 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 448
Change-448 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 440
Change-440 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 436
Change-436 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 434
Change-434 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 432
Change-432 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 432
Change-432 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
S&T Bank
N/A
Shares— from 419
Change-419 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 419
Change-419 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 418
Change-418 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 412
Change-412 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 406
Change-406 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 402
Change-402 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 397
Change-397 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 396
Change-396 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 388
Change-388 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 387
Change-387 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 378
Change-378 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 378
Change-378 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 377
Change-377 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 376
Change-376 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 372
Change-372 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Boston Partners
N/A
Shares— from 367
Change-367 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 364
Change-364 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 363
Change-363 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 361
Change-361 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 358
Change-358 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 358
Change-358 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 348
Change-348 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 342
Change-342 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 338
Change-338 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 336
Change-336 (-100%)
Value—
Ketron Financial
N/A
Shares— from 332
Change-332 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 332
Change-332 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 330
Change-330 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 327
Change-327 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 327
Change-327 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 326
Change-326 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 324
Change-324 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 324
Change-324 (-100%)
Value—
HughesLittle Investment Management Ltd.
N/A
Shares— from 315
Change-315 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 312
Change-312 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Terril Brothers, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 305
Change-305 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 304
Change-304 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 297
Change-297 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 296
Change-296 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
United Bank
N/A
Shares— from 292
Change-292 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 291
Change-291 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 290
Change-290 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 288
Change-288 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 286
Change-286 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 279
Change-279 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 279
Change-279 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Caden Capital Partners, LP
N/A
Shares— from 273
Change-273 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 272
Change-272 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 269
Change-269 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 266
Change-266 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 257
Change-257 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 249
Change-249 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 247
Change-247 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 242
Change-242 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 238
Change-238 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 238
Change-238 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 238
Change-238 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 235
Change-235 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 230
Change-230 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 228
Change-228 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 228
Change-228 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 228
Change-228 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 226
Change-226 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 225
Change-225 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 223
Change-223 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 222
Change-222 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 222
Change-222 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 214
Change-214 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 210
Change-210 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
10Elms LLP
N/A
Shares— from 194
Change-194 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 173
Change-173 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 158
Change-158 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 158
Change-158 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 157
Change-157 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 153
Change-153 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Quarry LP
N/A
Shares— from 130
Change-130 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 123
Change-123 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 115
Change-115 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 107
Change-107 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 103
Change-103 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 98
Change-98 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 85
Change-85 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 77
Change-77 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 50
Change-50 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 46
Change-46 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Collier Financial
N/A
Shares— from 38
Change-38 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 31
Change-31 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 30
Change-30 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Rogco, LP
N/A
Shares— from 29
Change-29 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 24
Change-24 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 15
Change-15 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 11
Change-11 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 9
Change-9 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 2
Change-2 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED3,099,9753,215,058-115,083-4%$3.0B$2.8B-$185.6M2026-11-05
Dimensional Fund Advisors LP
DECREASED1,642,0791,654,851-12,772-1%$1.5B$1.5B-$53.2M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,227,3381,160,998+66,340+6%$1.1B$1.1B+$31.3M2026-11-05
Principal Financial Group Inc
INCREASED1,222,1121,092,459+129,653+12%$1.0B$1.1B+$90.6M2026-11-02
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,032,1651,080,484-48,319-4%$1.0B$939.6M-$71.1M2026-10-29
Citigroup Inc
DECREASED821,455873,116-51,661-6%$816.8M$747.8M-$69.0M2026-11-04
Everett Harris & Co
DECREASED731,934734,529-2,5950%$687.1M$666.3M-$20.8M2026-10-28
Swedbank AB
INCREASED660,749643,428+17,321+3%$601.9M$601.5M-$401.3K2026-10-27
Emerald Advisors, LLC
DECREASED616,325622,528-6,203-1%$582.4M$561.1M-$21.3M2026-10-13
Parnassus Investments, LLC
DECREASED559,687625,050-65,363-10%$584.7M$509.5M-$75.2M2026-10-22
US Bancorp \de\
DECREASED510,625512,209-1,5840%$479.2M$464.8M-$14.3M2026-11-05
Assenagon Asset Management S.A.
DECREASED501,309670,304-168,995-25%$627.0M$456.4M-$170.7M2026-10-15
ProShare Advisors LLC
INCREASED497,314480,409+16,905+4%$449.4M$452.7M+$3.3M2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED492,084486,491+5,593+1%$456.2M$449.0M-$7.2M2026-10-29
Williams Jones Wealth Management, Llc.
DECREASED419,608425,262-5,654-1%$397.8M$382.0M-$15.8M2026-11-05
Neos Investment Management LLC
INCREASED379,143330,824+48,319+15%$309.5M$345.1M+$35.7M2026-11-04
Pictet Asset Management Holding SA
INCREASED343,634322,321+21,313+7%$301.5M$312.8M+$11.3M2026-11-03
Provident Trust Co
DECREASED332,481470,400-137,919-29%$440.0M$302.7M-$137.4M2026-10-29
Commonwealth Equity Services, LLC
DECREASED326,263341,591-15,328-4%$319.5M$297.0M-$22.5M2026-11-02
New York State Teachers Retirement System
DECREASED323,928339,199-15,271-4%$317.3M$294.9M-$22.4M2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED319,015287,588+31,427+11%$269.0M$290.4M+$21.4M2026-11-03
Fifth Third Bancorp
DECREASED313,436327,527-14,091-4%$306.4M$285.3M-$21.1M2026-11-05
Keybank National Association
DECREASED308,920326,605-17,685-5%$305.5M$281.2M-$24.3M2026-11-04
Creative Planning
INCREASED307,110306,789+321+0%$287.0M$279.6M-$7.4M2026-11-02
TD Waterhouse Canada Inc.
DECREASED300,749333,022-32,273-10%$308.1M$275.3M-$32.7M2026-10-16
Cardano Risk Management B.V.
INCREASED254,554186,969+67,585+36%$174.9M$231.7M+$56.8M2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED234,304233,991+313+0%$218.9M$213.3M-$5.6M2026-10-23
Truist Financial Corp
DECREASED229,396250,163-20,767-8%$234.0M$208.8M-$25.2M2026-10-30
Asset Management One Co., Ltd.
DECREASED219,191227,281-8,090-4%$212.6M$199.5M-$13.1M2026-10-27
MacKenzie Financial Corp
DECREASED216,801223,379-6,578-3%$209.0M$197.4M-$11.6M2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED207,802185,000+22,802+12%$171.1M$190.1M+$19.1M2026-11-04
Ninety One UK Ltd
DECREASED206,157305,975-99,818-33%$286.2M$187.7M-$98.6M2026-10-15
Sarasin & Partners LLP
DECREASED204,462214,194-9,732-5%$200.4M$186.1M-$14.2M2026-10-13
Congress Asset Management Co
DECREASED201,044208,851-7,807-4%$195.4M$183.0M-$12.4M2026-10-06
Retirement Systems of Alabama
INCREASED199,130193,386+5,744+3%$180.9M$181.3M+$369.2K2026-11-04
DekaBank Deutsche Girozentrale
DECREASED198,073280,188-82,115-29%$278.2K$182.9K-$95.3K2026-10-27
CIBC Asset Management Inc
DECREASED192,818196,774-3,956-2%$184.0M$175.5M-$8.5M2026-11-05
Robeco Institutional Asset Management B.V.
DECREASED191,711346,795-155,084-45%$324.4M$174.5M-$149.9M2026-10-20
D.A. Davidson & Co.
INCREASED189,880188,778+1,102+1%$176.6M$172.9M-$3.7M2026-10-28
KBC Group NV
INCREASED186,217134,499+51,718+38%$125.8M$169.5M+$43.7M2026-10-22
Swiss Life Asset Management Ltd
INCREASED177,947141,125+36,822+26%$132.0M$162.0M+$30.0M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED171,726176,966-5,240-3%$165.5M$156.3M-$9.2M2026-10-15
Alecta Tjanstepension Omsesidigt
UNCHANGED166,000166,00000%$155.2M$151.1M-$4.1M2026-11-02
Welch & Forbes LLC
INCREASED162,786162,277+509+0%$151.8M$148.2M-$3.6M2026-11-04
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED154,450154,45000%$144.5M$140.6M-$3.9M2026-11-02
Daiwa Securities Group Inc.
DECREASED150,288155,318-5,030-3%$145.3M$136.8M-$8.5M2026-10-29
Bank Pictet & Cie (Europe) AG
UNCHANGED146,254146,25400%$136.8M$133.1M-$3.7M2026-10-20
Achmea Investment Management B.V.
INCREASED144,69732,954+111,743+339%$30.8M$131.8M+$101.0M2026-10-30
State of New Jersey Common Pension Fund D
DECREASED143,481143,514-330%$134.3M$130.6M-$3.6M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED137,570138,717-1,147-1%$129.8M$125.2M-$4.5M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED136,595117,005+19,590+17%$76.1M$95.5M+$19.4M2026-10-13
Steginsky Capital LLC
DECREASED133,430135,271-1,841-1%$126.5M$121.5M-$5.1M2026-10-07
Mn Services Vermogensbeheer B.V.
INCREASED131,066129,266+1,800+1%$120.9M$119.3M-$1.6M2026-10-08
Lazard Freres Gestion S.A.S.
INCREASED128,648120,877+7,771+6%$113.1M$117.1M+$4.0M2026-11-03
Lido Advisors, LLC
INCREASED128,555123,939+4,616+4%$115.9M$117.0M+$1.1M2026-11-04
Czech National Bank
INCREASED127,422126,281+1,141+1%$118.1M$116.0M-$2.1M2026-10-13
Local Pensions Partnership Investment Ltd
DECREASED127,012133,912-6,900-5%$125.3M$115.6M-$9.6M2026-10-26
Arizona State Retirement System
INCREASED125,088123,105+1,983+2%$115.2M$113.9M-$1.3M2026-11-03
Davenport & Co LLC
DECREASED123,323125,086-1,763-1%$117.3M$112.6M-$4.7M2026-10-14
Kestra Advisory Services, LLC
INCREASED122,178112,311+9,867+9%$105.1M$111.2M+$6.2M2026-11-02
Rakuten Investment Management, Inc.
INCREASED118,071106,891+11,180+10%$101.2M$109.2M+$8.0M2026-10-30
Strs Ohio
DECREASED117,465125,688-8,223-7%$117.6M$106.9M-$10.6M2026-10-30
State of Michigan Retirement System
DECREASED115,269117,369-2,100-2%$109.8M$104.9M-$4.9M2026-10-27
Wedbush Securities Inc
DECREASED114,776115,825-1,049-1%$108.4M$104.5M-$3.9M2026-10-22
Nisa Investment Advisors, LLC
DECREASED111,955113,717-1,762-2%$106.4M$101.9M-$4.5M2026-10-20
Xponance LLC
INCREASED110,806105,848+4,958+5%$99.0M$100.9M+$1.9M2026-11-03
KCM Investment Advisors LLC
DECREASED110,687111,264-577-1%$104.1M$100.8M-$3.3M2026-10-27
Boston Trust Walden Corp
DECREASED108,949110,811-1,862-2%$103.7M$99.2M-$4.5M2026-10-30
AMF Tjanstepension AB
UNCHANGED104,753104,75300%$98.0M$95.4M-$2.6M2026-10-22
IFM Investors Pty Ltd
INCREASED100,95497,758+3,196+3%$91.4M$91.9M+$452.8K2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED97,98097,991-110%$91.7M$89.2M-$2.5M2026-11-03
Mogy Joel R Investment Counsel Inc
DECREASED97,28297,596-3140%$91.3M$88.6M-$2.7M2026-10-13
ASR Vermogensbeheer N.V.
INCREASED97,23188,729+8,502+10%$83.0M$88.5M+$5.5M2026-10-16
BI Asset Management Fondsmaeglerselskab A/S
DECREASED96,984122,308-25,324-21%$114.4M$88.3M-$26.1M2026-10-22
Oppenheimer & Co Inc
INCREASED95,12293,879+1,243+1%$87.8M$86.6M-$1.2M2026-10-26
Kornitzer Capital Management Inc
DECREASED94,83896,165-1,327-1%$90.0M$86.3M-$3.6M2026-11-03
I.G.Y. Ltd
UNCHANGED94,32694,32600%$88.2M$85.9M-$2.4M2026-10-22
McCollum Christoferson Group LLC
DECREASED94,04894,120-720%$15.7M$15.2M-$484.0K2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED93,86095,154-1,294-1%$89.0M$85.4M-$3.6M2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED92,73188,952+3,779+4%$83.2M$84.4M+$1.2M2026-10-19
Northeast Investment Management
INCREASED90,60690,548+58+0%$84.7M$82.5M-$2.2M2026-10-30
Badgley Phelps Wealth Managers, LLC
DECREASED89,06990,596-1,527-2%$84.8M$81.1M-$3.7M2026-10-22
Regions Financial Corp
DECREASED88,63188,795-1640%$83.1M$80.7M-$2.4M2026-11-05
GF Fund Management Co. Ltd.
DECREASED88,18189,596-1,415-2%$83.8M$80.3M-$3.5M2026-10-26
ABN Amro Investment Solutions
INCREASED87,77973,333+14,446+20%$68.6M$79.9M+$11.3M2026-10-21
Aware Super Pty Ltd as trustee of Aware Super
INCREASED87,67084,662+3,008+4%$79.2M$79.8M+$610.7K2026-10-30
Midwest Trust Co
INCREASED84,88383,268+1,615+2%$77.9M$77.3M-$622.3K2026-10-22
Jefferies Financial Group Inc.
INCREASED84,38254,676+29,706+54%$51.1M$76.8M+$25.7M2026-11-05
Amalgamated Bank
DECREASED84,14986,150-2,001-2%$80.6M$76.6M-$4.0M2026-10-23
Cullen T Bankers, Inc.
DECREASED84,11087,315-3,205-4%$81.7M$76.6M-$5.1M2026-10-28
Vest Financial, LLC
INCREASED84,05473,996+10,058+14%$69.2M$76.5M+$7.3M2026-10-21
OP Asset Management Ltd
INCREASED83,99166,730+17,261+26%$62.4M$76.5M+$14.0M2026-11-05
Candriam S.C.A.
INCREASED82,71651,817+30,899+60%$48.4M$75.6M+$27.1M2026-11-03
Calamos Advisors LLC
INCREASED81,68980,404+1,285+2%$75.2M$74.4M-$850.8K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED79,61178,463+1,148+1%$73.4M$72.5M-$926.5K2026-10-30
Gateway Investment Advisers LLC
INCREASED78,48975,235+3,254+4%$70.4M$71.5M+$1.1M2026-10-13
Sapient Capital LLC
DECREASED72,24472,806-562-1%$68.1M$65.8M-$2.3M2026-10-08
iA Global Asset Management Inc.
INCREASED71,51967,572+3,947+6%$63.2M$65.1M+$1.9M2026-10-29
Pacific Heights Asset Management LLC
UNCHANGED70,00070,00000%$65.5M$63.7M-$1.8M2026-11-03
Nicholas Company, Inc.
DECREASED69,28484,494-15,210-18%$79.0M$63.1M-$16.0M2026-11-05
AGF Management LTD
DECREASED69,113117,093-47,980-41%$109.5M$62.9M-$46.6M2026-11-03
Crestwood Advisors Group, LLC
DECREASED68,60070,789-2,189-3%$66.2M$62.4M-$3.8M2026-10-27
Hyperion Asset Management Ltd
DECREASED68,54568,762-2170%$64.3M$62.4M-$1.9M2026-10-20
King Luther Capital Management Corp
DECREASED67,30868,642-1,334-2%$64.2M$61.3M-$2.9M2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED66,34264,618+1,724+3%$60.4M$60.4M-$54.4K2026-10-20
Chesley Taft & Associates LLC
DECREASED64,95166,032-1,081-2%$61.8M$59.1M-$2.6M2026-10-13
Kimelman & Baird, LLC
DECREASED62,05262,596-544-1%$58.6M$56.5M-$2.1M2026-11-03
Maple Capital Management, Inc.
DECREASED62,01263,593-1,581-2%$59.5M$56.5M-$3.0M2026-11-02
Baskin Financial Services Inc.
DECREASED61,71262,958-1,246-2%$58.9M$56.2M-$2.7M2026-10-19
New York Life Investment Management LLC
DECREASED61,67261,800-1280%$57.8M$56.1M-$1.7M2026-11-04
Capital Investment Counsel, Inc
DECREASED58,70161,747-3,046-5%$57.8M$53.4M-$4.3M2026-10-20
Meitav Investment House LTD
INCREASED58,05243,071+14,981+35%$40.3M$52.8M+$12.6M2026-10-28
Apollon Wealth Management, LLC
DECREASED57,40358,774-1,371-2%$55.0M$52.3M-$2.7M2026-10-23
Norman Fields, Gottscho Capital Management, LLC
DECREASED57,16157,203-420%$53.5M$52.0M-$1.5M2026-10-05
UniSuper Management Pty Ltd
INCREASED55,00348,483+6,520+13%$45.4M$50.1M+$4.7M2026-10-26
Aljian Capital Management, LLC
DECREASED54,82854,901-730%$51.4M$49.9M-$1.4M2026-10-28
Oregon Public Employees Retirement Fund
DECREASED54,51054,555-450%$51.0M$49.6M-$1.4M2026-10-30
Florida Trust Wealth Management Co
INCREASED54,47254,189+283+1%$50.7M$49.6M-$1.1M2026-11-05
Exchange Traded Concepts, LLC
INCREASED53,53542,759+10,776+25%$40.0M$48.7M+$8.7M2026-10-28
Howard Capital Management Group, LLC
INCREASED53,21453,104+110+0%$49.7M$48.4M-$1.2M2026-10-16
Hosking Partners LLP
DECREASED53,16058,728-5,568-9%$54.9M$48.4M-$6.5M2026-10-21
Trust Co of Vermont
INCREASED53,10252,299+803+2%$48.9M$48.3M-$583.3K2026-10-21
State of Alaska, Department of Revenue
DECREASED53,07054,531-1,461-3%$51.0M$48.3M-$2.7M2026-10-15
Pittenger & Anderson Inc
DECREASED52,14352,251-1080%$48.9M$47.5M-$1.4M2026-11-02
Assetmark, Inc
DECREASED51,77264,684-12,912-20%$60.5M$47.1M-$13.4M2026-10-21
Illinois Municipal Retirement Fund
INCREASED51,75848,582+3,176+7%$45.4M$47.1M+$1.7M2026-11-05
Chicago Capital, LLC
DECREASED51,44857,613-6,165-11%$53.9M$46.8M-$7.1M2026-10-13
Retirement Planning Group, LLC
INCREASED51,06950,837+232+0%$47.6M$46.5M-$1.1M2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED50,76144,950+5,811+13%$42.0M$46.2M+$4.2M2026-10-30
Thrivent Financial for Lutherans
DECREASED50,71853,636-2,918-5%$50.2M$46.2M-$3.9M2026-11-05
Nippon Life Global Investors Americas, Inc.
DECREASED50,54054,130-3,590-7%$50.6M$46.0M-$4.6M2026-10-29
Louisiana State Employees Retirement System
DECREASED49,80051,200-1,400-3%$47.9M$45.3M-$2.6M2026-10-20
J. Safra Sarasin Holding AG
INCREASED49,32949,099+230+0%$48.7M$48.8M+$125.6K2026-10-26
Willow Creek Wealth Management Inc.
INCREASED48,68948,612+77+0%$45.5M$44.3M-$1.2M2026-10-26
Yousif Capital Management, LLC
INCREASED48,54148,367+174+0%$45.2M$44.2M-$1.1M2026-10-22
Motley Fool Asset Management LLC
DECREASED47,78048,707-927-2%$45.6M$43.5M-$2.1M2026-10-27
Parallel Advisors, LLC
DECREASED46,46347,521-1,058-2%$44.5M$42.3M-$2.2M2026-11-03
Mutual of America Capital Management LLC
DECREASED46,14346,485-342-1%$43.5M$42.0M-$1.5M2026-10-23
Violich Capital Management, Inc.
DECREASED45,12046,734-1,614-3%$43.7M$41.1M-$2.6M2026-10-05
Asset Advisors Investment Management, LLC
DECREASED45,04748,587-3,540-7%$45.5M$41.0M-$4.4M2026-10-19
Raiffeisen Bank International AG
INCREASED44,60842,006+2,602+6%$39.8M$41.2M+$1.5M2026-10-28
Aegon Asset Management UK PLC
INCREASED43,23540,293+2,942+7%$37.7M$39.4M+$1.7M2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED42,63444,718-2,084-5%$41.8M$38.8M-$3.0M2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED42,49744,331-1,834-4%$41.5M$38.7M-$2.8M2026-11-05
Chilton Capital Management LLC
INCREASED41,97441,685+289+1%$39.0M$38.2M-$784.4K2026-10-28
Howard Capital Management, LLC
INCREASED41,87240,505+1,367+3%$37.9M$38.1M+$226.7K2026-10-16
YHB Investment Advisors, Inc.
DECREASED41,50742,112-605-1%$39.4M$37.8M-$1.6M2026-10-08
Smith Group Asset Management, LLC
DECREASED41,39966,244-24,845-38%$62.0M$37.7M-$24.3M2026-10-27
Empirical Capital Management, LLC
INCREASED41,35031,350+10,000+32%$29.3M$37.6M+$8.3M2026-10-27
Concurrent Investment Advisors, LLC
INCREASED41,29222,766+18,526+81%$21.3M$37.6M+$16.3M2026-10-16
Adell Harriman & Carpenter Inc
INCREASED41,12640,762+364+1%$38.1M$37.4M-$693.3K2026-11-02
Randolph Co Inc
INCREASED40,11340,078+35+0%$37.5M$36.5M-$975.3K2026-10-23
Bailard, Inc.
DECREASED39,81540,082-267-1%$37.5M$36.2M-$1.2M2026-10-13
Investment House LLC
DECREASED38,75562,273-23,518-38%$58.3M$35.3M-$23.0M2026-10-21
Cadinha & Co LLC
DECREASED38,33238,747-415-1%$36.2M$34.9M-$1.4M2026-10-22
Citizens Financial Group Inc
DECREASED37,01038,236-1,226-3%$35.8M$33.7M-$2.1M2026-10-23
Daymark Wealth Partners, LLC
INCREASED36,43734,966+1,471+4%$32.7M$33.2M+$460.8K2026-11-04
Prospera Financial Services Inc
INCREASED36,41526,065+10,350+40%$24.4M$36.9M+$12.5M2026-11-04
Barlow Wealth Partners, LLC
INCREASED36,35435,455+899+3%$33.8M$34.0M+$222.5K2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED35,85234,080+1,772+5%$31.1M$34.0M+$2.9M2026-10-13
Tokio Marine Asset Management Co LTD
INCREASED35,61935,164+455+1%$32.9M$32.4M-$469.5K2026-10-26
DDD Partners, LLC
INCREASED35,58833,927+1,661+5%$31.7M$32.4M+$659.1K2026-11-02
Pinnacle Associates LTD
DECREASED35,39135,995-604-2%$33.7M$32.2M-$1.5M2026-10-20
Adams Diversified Equity Fund, Inc.
INCREASED34,90013,700+21,200+155%$12.8M$31.8M+$19.0M2026-10-21
Diversify Wealth Management, LLC
INCREASED34,82932,762+2,067+6%$31.2M$34.1M+$2.9M2026-10-20
Diversify Advisory Services, LLC
INCREASED34,82932,762+2,067+6%$31.2M$34.1M+$2.9M2026-10-20
Union Bancaire Privee, UBP SA
INCREASED34,68234,607+75+0%$38.8M$38.5M-$369.7K2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED34,41234,41200%$32.2M$31.3M-$865.0K2026-10-20
BAR Harbor Wealth Management
DECREASED34,39134,418-270%$32.2M$31.3M-$889.5K2026-10-21
Highland Capital Management, LLC
DECREASED34,39036,339-1,949-5%$34.0M$31.3M-$2.7M2026-10-26
HB Wealth Management, LLC
INCREASED34,02931,067+2,962+10%$29.1M$31.0M+$1.9M2026-10-23
Carnegie Investment Counsel
INCREASED34,01833,613+405+1%$31.4M$31.0M-$475.6K2026-10-20
Lincoln Capital LLC
DECREASED33,96334,211-248-1%$32.0M$31.0M-$987.4K2026-10-09
Markel Group Inc.
DECREASED33,74839,150-5,402-14%$36.6M$30.7M-$5.9M2026-10-30
Park National Corp
DECREASED33,23536,751-3,516-10%$34.4M$30.3M-$4.1M2026-10-05
Independent Financial Group, LLC
DECREASED33,07234,019-947-3%$31.8M$30.1M-$1.7M2026-10-13
General American Investors Co Inc
UNCHANGED33,00033,00000%$30.9M$30.0M-$829.3K2026-11-02
CWA Asset Management Group, LLC
DECREASED32,64433,082-438-1%$30.9M$29.7M-$1.2M2026-10-19
Farther Finance Advisors, LLC
INCREASED32,26327,536+4,727+17%$25.8M$29.4M+$3.6M2026-10-08
Birch Hill Investment Advisors LLC
DECREASED32,25034,862-2,612-7%$32.6M$29.4M-$3.3M2026-10-16
Vise Technologies, Inc.
INCREASED32,21427,775+4,439+16%$26.0M$29.3M+$3.3M2026-10-29
Zega Investments, LLC
INCREASED32,02326,358+5,665+21%$24.7M$29.2M+$4.5M2026-11-04
Beese Fulmer Investment Management, Inc.
INCREASED31,99231,554+438+1%$29.5M$29.1M-$394.3K2026-10-23
Absher Wealth Management, LLC
INCREASED31,93126,215+5,716+22%$24.5M$29.1M+$4.5M2026-11-02
B. Metzler seel. Sohn & Co. AG
DECREASED31,78732,886-1,099-3%$30.8M$28.9M-$1.8M2026-10-30
Profund Advisors LLC
DECREASED31,22633,656-2,430-7%$31.5M$28.4M-$3.1M2026-10-29
IFP Advisors, Inc
INCREASED30,68729,628+1,059+4%$27.7M$27.9M+$219.5K2026-10-16
Harvey Investment Co LLC
DECREASED30,48130,681-200-1%$28.7M$27.7M-$953.0K2026-10-20
Lyell Wealth Management, LP
INCREASED30,27830,240+38+0%$28.3M$27.6M-$725.5K2026-10-30
Harbour Trust & Investment Management Co
INCREASED30,27730,204+73+0%$28.3M$27.6M-$692.6K2026-10-28
Covea Finance
INCREASED29,23221,932+7,300+33%$20.5M$26.6M+$6.1M2026-10-21
Factory Mutual Insurance Co
DECREASED28,85028,900-500%$27.0M$26.3M-$771.8K2026-10-30
Vontobel Holding Ltd.
DECREASED28,81769,986-41,169-59%$65.5M$26.2M-$39.2M2026-10-16
Tandem Investment Advisors, Inc.
DECREASED28,75033,676-4,926-15%$31.5M$26.2M-$5.3M2026-11-04
Howland Capital Management LLC
INCREASED28,58826,938+1,650+6%$25.2M$26.0M+$825.1K2026-10-22
Washington Trust Co
INCREASED28,28627,092+1,194+4%$25.3M$25.7M+$406.1K2026-10-22
Gradient Investments LLC
INCREASED28,11527,585+530+2%$25.8M$25.6M-$210.0K2026-10-08
Bokf, NA
DECREASED28,08629,111-1,025-4%$27.2M$25.6M-$1.7M2026-10-27
Spire Wealth Management
DECREASED27,97729,995-2,018-7%$28.1M$25.5M-$2.6M2026-10-30
Godsey & Gibb, Inc
INCREASED27,82726,742+1,085+4%$25.0M$25.3M+$315.7K2026-10-14
Heritage Investors Management Corp
DECREASED27,28127,469-188-1%$25.7M$24.8M-$861.0K2026-10-29
Neville Rodie & Shaw Inc
DECREASED27,20830,371-3,163-10%$28.4M$24.8K-$28.4M2026-10-05
Ritholtz Wealth Management
INCREASED27,18726,053+1,134+4%$24.4M$24.7M+$377.1K2026-11-05
Maryland State Retirement & Pension System
INCREASED27,16823,905+3,263+14%$22.4M$24.7M+$2.4M2026-11-05
Weatherly Asset Management L. P.
DECREASED26,87327,069-196-1%$25.3M$24.5M-$858.7K2026-10-20
Old National Bancorp
DECREASED26,80427,104-300-1%$25.4M$24.4M-$954.2K2026-10-20
Rempart Asset Management Inc.
UNCHANGED26,80226,80200%$25.1M$25.1M$02026-10-20
AlphaCore Capital LLC
INCREASED26,74024,800+1,940+8%$23.2M$24.3M+$1.1M2026-11-04
Eulav Asset Management
UNCHANGED26,50026,50000%$24.8M$24.1M-$665.9K2026-10-23
Simplicity Wealth,LLC
INCREASED26,22424,449+1,775+7%$22.9M$23.9M+$1.0M2026-10-23
Strategic Planning Group, LLC
INCREASED25,85424,939+915+4%$23.3M$23.5M+$206.3K2026-10-22
Bath Savings Trust Co
INCREASED25,73725,420+317+1%$23.8M$23.4M-$350.2K2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED25,31023,649+1,661+7%$22.1M$23.0M+$917.5K2026-10-27
Private Wealth Partners, LLC
DECREASED25,18525,287-1020%$23.7M$22.9M-$728.3K2026-10-22
Mission Wealth Management, LP
DECREASED24,68432,546-7,862-24%$30.4M$22.5M-$8.0M2026-10-15
BLB&B Advisors, LLC
DECREASED24,65625,106-450-2%$23.5M$22.4M-$1.0M2026-10-27
Park Avenue Securities LLC
DECREASED24,40925,256-847-3%$23.6M$22.2M-$1.4M2026-10-26
Roffman Miller Associates Inc
INCREASED24,39623,542+854+4%$22.0M$22.2M+$186.1K2026-10-19
Baldwin Wealth Partners LLC
INCREASED24,26324,252+11+0%$22.7M$22.1M-$599.4K2026-10-13
North Point Portfolio Managers Corp
DECREASED23,96924,601-632-3%$23.0M$21.8M-$1.2M2026-10-07
Brighton Jones LLC
DECREASED23,95825,665-1,707-7%$24.0M$21.8M-$2.2M2026-11-03
Jacobs & Co
INCREASED23,82423,684+140+1%$22.2M$21.7M-$468.0K2026-10-09
Middleton & Co Inc
DECREASED23,76223,829-670%$22.3M$21.6M-$659.8K2026-10-23
Hartford Investment Management Co
DECREASED23,75124,528-777-3%$22.9M$21.6M-$1.3M2026-11-04
Woodstock Corp
INCREASED23,71121,837+1,874+9%$20.4M$21.6M+$1.2M2026-10-13
Salem Investment Counselors Inc
DECREASED23,71124,613-902-4%$23.0M$21.6M-$1.4M2026-10-13
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED23,70023,70000%$22.2M$21.6M-$595.6K2026-10-28
L. Roy Papp & Associates, LLP
DECREASED23,69223,794-1020%$22.3M$21.6M-$691.5K2026-10-21
Braun Stacey Associates Inc
INCREASED23,06322,844+219+1%$21.4M$21.0M-$374.7K2026-10-19
Ag2r LA Mondiale Gestion D'actifs
INCREASED22,93119,523+3,408+17%$18.3M$20.9M+$2.6M2026-10-26
J.W. Cole Advisors, Inc.
INCREASED22,78622,308+478+2%$20.9M$20.7M-$125.9K2026-11-05
Albion Financial Group
INCREASED22,17121,987+184+1%$20.6M$20.2M-$385.1K2026-10-21
New Mexico Educational Retirement Board
UNCHANGED22,06522,06500%$20.6M$20.1M-$554.0K2026-11-05
One Way Holdings LLC
INCREASED22,02720,419+1,608+8%$19.1M$20.1M+$950.7K2026-10-29
Generali Asset Management SPA SGR
INCREASED22,00020,691+1,309+6%$19.4M$20.0M+$671.7K2026-10-26
Segment Wealth Management, LLC
INCREASED21,91421,774+140+1%$20.4M$19.9M-$419.7K2026-10-26
AIA Group Ltd
INCREASED21,89517,816+4,079+23%$16.7M$19.9M+$3.3M2026-10-30
Virginia Retirement Systems ET Al
DECREASED21,78762,907-41,120-65%$58.8M$19.8M-$39.0M2026-10-28
Penobscot Investment Management Company, Inc.
DECREASED21,68223,339-1,657-7%$21.8M$19.7M-$2.1M2026-10-26
NWF Advisory Services Inc.
INCREASED21,49621,398+98+0%$20.0M$19.6M-$449.4K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED21,36320,967+396+2%$19.6M$19.4M-$166.2K2026-11-03
OAK Ridge Investments LLC
DECREASED21,10022,114-1,014-5%$20.7M$19.2M-$1.5M2026-10-30
AMI Asset Management Corp
DECREASED21,07421,761-687-3%$20.4M$19.2M-$1.2M2026-10-20
Choreo, LLC
INCREASED21,06420,993+71+0%$19.6M$19.2M-$462.6K2026-10-28
Cardinal Capital Management
INCREASED20,88720,616+271+1%$19.3M$19.0M-$271.4K2026-10-21
Ethic Inc.
INCREASED20,77519,930+845+4%$18.6M$18.9M+$268.1K2026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED20,74721,693-946-4%$20.3M$18.9M-$1.4M2026-10-05
Patten & Patten Inc
DECREASED20,53421,289-755-4%$19.9M$18.7M-$1.2M2026-10-26
Dynamic Advisor Solutions LLC
INCREASED20,53120,108+423+2%$18.8M$18.7M-$120.4K2026-10-13
Kanawha Capital Management LLC
INCREASED20,43120,146+285+1%$18.8M$18.6M-$246.7K2026-10-19
Renaissance Investment Group LLC
DECREASED20,13120,279-148-1%$19.0M$18.3M-$644.3K2026-10-28
China Universal Asset Management Co., Ltd.
INCREASED19,96417,856+2,108+12%$16.7M$18.5M+$1.8M2026-10-28
Evergreen Capital Management LLC
DECREASED19,93120,283-352-2%$19.0M$18.1M-$830.0K2026-10-23
Central Trust Co
DECREASED19,90220,134-232-1%$18.8M$18.1M-$717.2K2026-11-05
Washington Trust Bank
DECREASED19,87720,008-131-1%$18.7M$18.1M-$622.1K2026-11-03
Talbot Financial, LLC
DECREASED19,67721,450-1,773-8%$20.1M$17.9M-$2.2M2026-10-19
Oak Grove Capital LLC
DECREASED19,36319,438-750%$18.2M$17.6M-$556.8K2026-10-09
American National Bank & Trust
DECREASED19,30721,314-2,007-9%$19.9M$17.6M-$2.4M2026-10-07
Crossmark Global Holdings, Inc.
INCREASED19,24818,410+838+5%$17.2M$17.5M+$299.9K2026-10-21
Perigon Wealth Management, LLC
DECREASED19,07022,257-3,187-14%$20.8M$17.4M-$3.5M2026-10-22
Sowell Financial Services LLC
INCREASED18,90018,885+15+0%$17.7M$17.2M-$461.4K2026-10-23
West Wealth Group, LLC
INCREASED18,896777+18,119+2332%$727.5K$791.4K+$63.9K2026-10-14
McGuire Investment Group, LLC
INCREASED18,79218,790+2+0%$17.6M$17.1M-$470.4K2026-10-23
Addenda Capital Inc.
INCREASED18,71117,526+1,185+7%$16.4M$17.0M+$638.3K2026-10-13
Farmers & Merchants Investments Inc
INCREASED18,68417,524+1,160+7%$16.4M$17.0M+$615.6K2026-10-22
Franklin Street Advisors Inc
DECREASED18,65619,835-1,179-6%$18.6M$17.0M-$1.6M2026-10-13
Bellecapital International Ltd.
INCREASED18,65018,524+126+1%$17.3M$17.0M-$350.8K2026-10-21
Oppenheimer Asset Management Inc.
DECREASED18,64319,220-577-3%$18.0M$17.0M-$1.0M2026-10-27
Integrity Alliance, Llc.
INCREASED18,62016,245+2,375+15%$15.2M$17.0M+$1.8M2026-10-29
Eastern Bank
DECREASED18,61718,667-500%$17.5M$16.9M-$514.5K2026-10-05
Robertson Stephens Wealth Management, LLC
INCREASED18,58018,336+244+1%$17.2M$16.9M-$238.1K2026-10-16
Telos Capital Management, Inc.
INCREASED18,09917,695+404+2%$16.6M$16.5M-$76.7K2026-11-02
Slow Capital, Inc.
DECREASED18,04718,809-762-4%$17.6M$16.4M-$1.2M2026-10-23
Univest Financial Corp
INCREASED17,98717,673+314+2%$16.5M$16.4M-$158.2K2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED17,84717,346+501+3%$16.2M$16.2M+$20.2K2026-10-22
Meridian Wealth Management, LLC
DECREASED17,79618,177-381-2%$17.0M$16.2M-$803.5K2026-11-05
Wendell David Associates Inc
UNCHANGED17,77517,77500%$16.6M$16.2M-$446.0K2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED17,63117,998-367-2%$16.8M$16.1M-$757.1K2026-11-05
Alps Advisors Inc
INCREASED17,56416,022+1,542+10%$15.0M$16.0M+$1.0M2026-11-03
Larson Financial Group LLC
DECREASED17,55417,797-243-1%$16.6M$16.0M-$668.7K2026-11-05
MGO One Seven LLC
INCREASED17,52017,412+108+1%$16.3M$15.9M-$340.1K2026-10-28
Thomas Story & SON LLC
INCREASED17,31117,300+11+0%$16.2M$15.8M-$424.7K2026-10-13
Verdence Capital Advisors LLC
INCREASED17,22114,015+3,206+23%$13.1M$15.7M+$2.6M2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED17,18216,562+620+4%$15.5M$15.6M+$146.8K2026-10-15
Camden National Bank
INCREASED17,10517,072+33+0%$16.0M$15.6M-$399.0K2026-11-02
Trifecta Capital Advisors, LLC
DECREASED17,08617,213-127-1%$16.1M$15.6M-$548.2K2026-10-21
Caldwell Trust Co
INCREASED16,94116,592+349+2%$15.5M$15.4M-$99.2K2026-10-30
Community Trust & Investment Co
INCREASED16,90316,291+612+4%$15.2M$15.4M+$147.8K2026-10-15
Progressive Investment Management Corp
DECREASED16,78116,977-196-1%$15.9M$15.3M-$605.0K2026-10-26
SteelPeak Wealth, LLC
DECREASED16,66429,775-13,111-44%$27.9M$15.2M-$12.7M2026-10-16
Nilsine Partners, LLC
DECREASED16,64016,671-310%$15.6M$15.1M-$447.1K2026-11-02
CenterBook Partners LP
NEW16,417—+16,417——$14.9M—2026-11-02
Arthur M. Cohen & Associates, LLC
INCREASED16,41516,369+46+0%$15.3M$14.9M-$369.1K2026-10-26
Marietta Wealth Management, LLC
INCREASED16,19715,942+255+2%$14.9M$15.9M+$992.2K2026-10-22
Brookstone Capital Management
DECREASED16,12616,973-847-5%$15.9M$14.7M-$1.2M2026-10-22
Capital Investment Advisors, LLC
DECREASED15,98016,336-356-2%$15.3M$14.5M-$734.3K2026-10-22
Purus Wealth Management, LLC
DECREASED15,92015,961-410%$14.9M$14.5M-$438.7K2026-10-15
Granite Investment Partners, LLC
DECREASED15,91218,007-2,095-12%$16.8M$14.5M-$2.4M2026-11-04
Nemes Rush Group LLC
INCREASED15,66015,448+212+1%$14.5M$14.3M-$195.4K2026-11-04
PFG Advisors
INCREASED15,63914,782+857+6%$13.8M$14.2M+$409.3K2026-10-16
SEB Asset Management AB
DECREASED15,60916,680-1,071-6%$15.6M$14.2M-$1.4M2026-11-04
Mechanics Bank Trust Department
DECREASED15,53516,216-681-4%$15.2M$14.1M-$1.0M2026-10-13
First Horizon Corp
DECREASED15,53515,609-740%$14.6M$14.1M-$459.6K2026-10-26
True North Advisors, LLC
INCREASED15,48710,770+4,717+44%$10.1M$14.1M+$4.0M2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED15,38315,898-515-3%$14.9M$14.0M-$868.3K2026-10-05
Montag A & Associates Inc
INCREASED15,35915,253+106+1%$14.3M$14.0M-$286.8K2026-10-29
Dillon & Associates Inc
INCREASED15,26914,503+766+5%$13.6M$13.9M+$335.0K2026-10-22
Liberty Capital Management, Inc.
DECREASED15,16715,603-436-3%$14.6M$13.8M-$789.0K2026-11-02
McKinley Carter Wealth Services, Inc.
INCREASED15,13715,107+30+0%$14.1M$13.8M-$351.8K2026-10-16
Ascent Group, LLC
DECREASED15,05715,213-156-1%$14.2M$13.7M-$524.2K2026-10-30
Community Financial Services Group, LLC
DECREASED14,89814,933-350%$13.8M$13.6M-$177.3K2026-10-15
United Capital Management of KS, Inc.
INCREASED14,84914,282+567+4%$13.4M$13.5M+$157.3K2026-11-04
Sigma Planning Corp
DECREASED14,66815,730-1,062-7%$14.7M$13.4M-$1.3M2026-10-23
Moran Wealth Management, LLC
DECREASED14,61515,595-980-6%$14.6M$13.3M-$1.3M2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED14,46514,294+171+1%$13.4M$13.2M-$203.2K2026-10-21
Fishman JAY A LTD
DECREASED14,46216,162-1,700-11%$15.1M$13.2M-$2.0M2026-10-26
Peterson Wealth Services
INCREASED14,39613,864+532+4%$13.0M$13.1M+$135.6K2026-10-26
Mattern Capital Management, LLC
DECREASED14,35614,372-160%$13.4M$13.1M-$375.7K2026-11-02
Burns J W & Co Inc
INCREASED14,34214,230+112+1%$13.3M$13.1M-$255.6K2026-10-20
Glenview Trust Co
INCREASED14,31814,010+308+2%$13.1M$13.0M-$71.7K2026-10-28
Simplex Trading, LLC
INCREASED14,30911,161+3,148+28%$10.4M$13.0M+$2.6M2026-11-04
Richard C. Young & Co., Ltd.
INCREASED14,06814,025+43+0%$13.1M$12.8M-$314.0K2026-11-04
Chapman Investment Management, LLC
NEW13,962—+13,962——$12.7M—2026-11-03
PKO Investment Management Joint-Stock Co
INCREASED13,80013,000+800+6%$12.2M$12.6M+$401.6K2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED13,74913,881-132-1%$13.0M$12.5M-$469.0K2026-11-02
Ipswich Investment Management Co., Inc.
DECREASED13,73513,812-77-1%$12.9M$12.5M-$417.2K2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED13,73113,953-222-2%$13.1M$12.5M-$552.8K2026-10-26
Sterling Capital Management LLC
DECREASED13,68118,185-4,504-25%$17.0M$12.5M-$4.6M2026-10-22
Carnegie Lake Advisors LLC
INCREASED13,6505,992+7,658+128%$5.6M$5.5M-$150.6K2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED13,64913,569+80+1%$12.7M$12.4M-$268.5K2026-11-03
HUB Investment Partners, LLC
INCREASED13,62013,287+333+3%$12.4M$12.4M-$30.6K2026-11-03
North Dakota State Investment Board
INCREASED13,59213,125+467+4%$12.3M$12.4M+$95.3K2026-10-27
Baker Ellis Asset Management LLC
DECREASED13,48013,888-408-3%$13.0M$12.3M-$720.4K2026-10-14
First Merchants Corp
DECREASED13,46214,203-741-5%$13.3M$12.3M-$1.0M2026-10-15
Teamwork Financial Advisors, LLC
DECREASED13,39515,162-1,767-12%$14.2M$12.2M-$2.0M2026-10-19
Signaturefd, LLC
INCREASED13,37213,237+135+1%$12.4M$12.2M-$210.4K2026-10-23
Richards, Merrill & Peterson, Inc.
INCREASED13,36112,810+551+4%$12.0M$12.2M+$179.3K2026-10-19
Vision Capital Management, Inc.
INCREASED13,22113,087+134+1%$12.2M$12.0M-$206.9K2026-10-20
Gouws Capital LLC
INCREASED13,20113,093+108+1%$12.2M$12.0M-$230.7K2026-10-09
S.E.E.D. Planning Group LLC
INCREASED13,19112,637+554+4%$11.8M$12.0M+$187.2K2026-10-07
RKL Wealth Management LLC
DECREASED13,17913,347-168-1%$12.5M$12.0M-$487.5K2026-10-16
NBT Bank, N.A.
DECREASED13,11213,778-666-5%$12.9M$11.9M-$952.5K2026-10-21
Central Bank & Trust Co
DECREASED13,07813,180-102-1%$12.3M$11.9M-$424.1K2026-10-09
Cypress Asset Management Inc
DECREASED13,07313,291-218-2%$12.4M$11.9M-$532.5K2026-10-09
Perennial Advisors, LLC
DECREASED13,06613,269-203-2%$12.4M$11.9M-$519.1K2026-10-13
Kozak & Associates, Inc.
DECREASED13,03113,058-270%$12.1M$12.8M+$731.6K2026-10-29
Sigma Investment Counselors Inc
INCREASED12,99611,805+1,191+10%$11.0M$11.8M+$787.9K2026-10-27
Capital Investment Counsel, LLC
DECREASED12,87412,971-97-1%$12.1M$11.7M-$414.3K2026-10-14
Petredis Investment Advisors LLC
DECREASED12,81612,832-160%$12.0M$11.7M-$337.0K2026-10-20
TCV Trust & Wealth Management, Inc.
DECREASED12,78612,959-173-1%$12.1M$11.6M-$483.1K2026-10-16
Wilsey Asset Management Inc
UNCHANGED12,77612,77600%$12.0M$11.6M-$321.1K2026-10-21
Lakeside Advisors, Inc.
DECREASED12,71812,875-157-1%$12.0M$11.6M-$466.3K2026-10-20
DE Burlo Group Inc
INCREASED12,66212,367+295+2%$11.6M$11.5M-$42.2K2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED12,62312,727-104-1%$11.9M$11.5M-$414.5K2026-10-22
Strategic Wealth Investment Group, LLC
INCREASED12,58912,485+104+1%$11.7M$11.5M-$219.7K2026-10-29
Hennion & Walsh Asset Management, Inc.
INCREASED12,56310,525+2,038+19%$9.8M$11.4M+$1.6M2026-10-13
Soltis Investment Advisors LLC
INCREASED12,5575,709+6,848+120%$5.3M$11.4M+$6.1M2026-10-28
Plato Investment Management Ltd
NEW12,538—+12,538——$11.5M—2026-11-05
Bradley & Co. Private Wealth Management, LLC
INCREASED12,47811,910+568+5%$11.1M$11.4M+$217.5K2026-10-23
CFM Wealth Partners LLC
DECREASED12,41112,546-135-1%$11.7M$11.3M-$438.2K2026-11-05
Ramsay, Stattman, Vela & Price, Inc.
DECREASED12,39912,457-580%$11.7M$11.3M-$365.4K2026-10-19
Blue Fin Capital, Inc.
INCREASED12,39012,332+58+0%$11.5M$11.3M-$257.0K2026-10-28
Lmcg Investments, LLC
DECREASED12,36912,568-199-2%$11.8M$11.3M-$497.0K2026-10-21
Gamma Investing LLC
DECREASED12,35012,763-413-3%$11.9M$11.2M-$696.9K2026-10-08
Atria Investments, Inc
INCREASED12,33011,636+694+6%$10.9M$11.2M+$339.3K2026-10-15
First National Trust Co
DECREASED12,31412,896-582-5%$12.1M$11.2M-$853.9K2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED12,26111,925+336+3%$11.2M$11.2M+$6.4K2026-10-22
Clarity Wealth Advisors, LLC
INCREASED12,11811,832+286+2%$11.1M$11.0M-$37.5K2026-10-21
VestGen Advisors, LLC
DECREASED12,09913,135-1,036-8%$12.3M$11.0M-$1.3M2026-10-27
Tompkins Financial Corp
DECREASED11,82312,363-540-4%$11.6M$10.8M-$802.3K2026-10-05
Kercheville Advisors, LLC
DECREASED11,77112,171-400-3%$11.4M$10.7M-$669.8K2026-10-19
Bensler, LLC
DECREASED11,73211,760-280%$11.0M$10.7M-$321.8K2026-11-05
Defender Capital, Llc.
INCREASED11,55511,500+55+0%$10.8M$10.5M-$238.8K2026-10-01
Nations Financial Group Inc,
INCREASED11,55311,234+319+3%$10.5M$10.5M+$8.3K2026-11-05
Summit Wealth Group LLC / Co
INCREASED11,4361,768+9,668+547%$1.7M$10.4M+$8.8M2026-10-29
SFE Investment Counsel
INCREASED11,41211,067+345+3%$10.4M$10.4M+$36.0K2026-10-29
Copeland Capital Management, LLC
INCREASED11,38810,275+1,113+11%$9.6M$10.4M+$755.0K2026-10-13
Boston Common Asset Management, LLC
DECREASED11,29711,461-164-1%$10.7M$10.3M-$437.3K2026-10-13
Peachtree Investment Partners, LLC
DECREASED11,24611,594-348-3%$10.8M$10.2M-$608.9K2026-11-05
Angeles Wealth Management, LLC
DECREASED11,21111,469-258-2%$10.7M$10.2M-$523.1K2026-10-26
Index Fund Advisors, Inc.
INCREASED11,19011,173+17+0%$10.5M$10.2M-$265.9K2026-11-05
Integrated Advisors Network LLC
DECREASED11,07111,248-177-2%$10.5M$10.1M-$443.8K2026-10-20
Perryman Financial Advisory Inc
INCREASED11,03810,906+132+1%$10.2M$10.0M-$154.1K2026-10-16
Greenleaf Trust
DECREASED11,01811,766-748-6%$11.0M$10.0M-$976.6K2026-10-29
WealthPlan Investment Management, LLC
DECREASED11,00612,072-1,066-9%$11.3M$10.0M-$1.3M2026-10-15
GC Wealth Management RIA, LLC
DECREASED11,00111,027-260%$10.3M$10.0M-$300.8K2026-11-02
Consolidated Capital Management, LLC
INCREASED10,97910,822+157+1%$10.1M$10.0M-$129.0K2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED10,89610,716+180+2%$10.0M$9.9M-$105.4K2026-10-14
Carderock Capital Management Inc
INCREASED10,83010,821+9+0%$10.1M$9.9M-$263.7K2026-10-22
Reynders McVeigh Capital Management, LLC
INCREASED10,77410,721+53+0%$10.0M$9.8M-$222.3K2026-10-30
Compound Planning, Inc.
DECREASED10,74511,265-520-5%$10.5M$9.8M-$755.8K2026-11-05
Churchill Financial Advisors, LLC
DECREASED10,73311,051-318-3%$10.3M$9.8M-$567.2K2026-10-20
Summit Global Investments
DECREASED10,71112,461-1,750-14%$11.7M$9.8M-$1.9M2026-10-28
North Star Investment Management Corp.
DECREASED10,71110,722-110%$10.0M$9.8M-$279.2K2026-10-27
TLW Wealth Management, LLC
DECREASED10,64811,100-452-4%$10.4M$9.7M-$690.4K2026-10-27
Mengis Capital Management, Inc.
INCREASED10,64410,561+83+1%$9.9M$9.7M-$190.6K2026-10-13
Journey Advisory Group, LLC
INCREASED10,63210,329+303+3%$9.7M$9.7M+$16.3K2026-11-04
Hohimer Wealth Management, LLC
INCREASED10,5649,873+691+7%$9.2M$9.6M+$380.4K2026-11-04
Venture Visionary Partners LLC
INCREASED10,54610,366+180+2%$9.7M$9.6M-$96.2K2026-10-07
University of Texas S AM Investment Management Co
INCREASED10,49910,170+329+3%$9.5M$9.6M+$43.9K2026-11-03
First National Bank of Mount Dora, Trust Investment Services
INCREASED10,49510,086+409+4%$9.4M$9.6M+$118.9K2026-10-21
Focus Financial Network, Inc.
DECREASED10,48810,630-142-1%$9.9M$9.5M-$396.4K2026-10-14
Great Lakes Retirement, Inc.
INCREASED10,47410,138+336+3%$9.5M$9.5M+$51.2K2026-10-26
Luts & Greenleigh Group, Inc.
DECREASED10,39110,396-50%$9.7M$9.5M-$266.2K2026-11-05
Evexia Wealth LLC
INCREASED10,3799,151+1,228+13%$8.7M$10.4M+$1.7M2026-11-05
Avantax Planning Partners, Inc.
INCREASED10,33610,203+133+1%$9.5M$9.4M-$135.6K2026-11-03
Wesbanco Bank Inc
DECREASED10,29911,948-1,649-14%$11.2M$9.4M-$1.8M2026-11-04
Hanson & Doremus Investment Management
INCREASED10,26310,126+137+1%$9.5M$9.3M-$129.0K2026-10-16
Guardian Partners Inc.
INCREASED10,23710,111+126+1%$9.5M$9.3M-$139.4K2026-10-21
Ascentis Independent Advisors
INCREASED10,19126+10,165+39096%$24.3K$9.3M+$9.3M2026-11-03
Chicago Partners Investment Group LLC
INCREASED10,1889,537+651+7%$8.8M$10.2M+$1.4M2026-10-27
Parsons Capital Management Inc
INCREASED10,08810,041+47+0%$9.4M$9.2M-$209.5K2026-10-28
Cullinan Associates Inc
INCREASED10,0659,805+260+3%$9.2M$9.2M-$9.5K2026-11-03
Synergy Asset Management, LLC
INCREASED10,0539,789+264+3%$9.2M$9.2M-$5.7K2026-11-05
DSG Capital Advisors, LLC
INCREASED10,0329,975+57+1%$9.2M$9.1M-$61.9K2026-11-05
Cypress Capital Group
INCREASED10,0169,728+288+3%$9.1M$9.1M+$17.7K2026-11-03
Independent Solutions Wealth Management, LLC
DECREASED9,92910,367-438-4%$9.7M$9.0M-$659.3K2026-10-28
Baugh & Associates, LLC
INCREASED9,9039,405+498+5%$8.8M$8.3M-$494.9K2026-10-16
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
UNCHANGED9,8569,85600%$9.2M$9.0M-$247.7K2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED9,84510,000-155-2%$9.4M$9.0M-$391.6K2026-10-23
GHP Investment Advisors, Inc.
DECREASED9,8369,851-150%$9.2M$9.0M-$261.2K2026-10-15
Mountain Pacific Investment Advisers LLC
DECREASED9,7589,821-63-1%$9.2M$8.9M-$304.1K2026-10-29
Trust Co of Toledo NA
INCREASED9,7499,341+408+4%$8.7M$8.9M+$136.7K2026-10-16
Sun Group Wealth Partners
DECREASED9,7179,938-221-2%$9.3M$8.8M-$451.8K2026-10-26
Quadrant Capital Group LLC
DECREASED9,71310,922-1,209-11%$10.2M$9.3M-$944.9K2026-10-20
Kenora Financial, LLC
DECREASED9,7119,747-360%$9.1M$8.8M-$277.7K2026-10-20
Cassaday & Co Wealth Management LLC
INCREASED9,6369,589+47+0%$9.0M$8.8M-$199.0K2026-10-27
WoodTrust Financial Corp
INCREASED9,5309,521+9+0%$8.9M$8.7M-$231.0K2026-10-09
DLK Investment Management, LLC
DECREASED9,4269,656-230-2%$8.2M$8.6M+$373.2K2026-10-09
Stokes Capital Advisors, LLC
DECREASED9,3509,956-606-6%$9.3M$8.5M-$801.9K2026-10-09
Garrison Bradford & Associates Inc
DECREASED9,2429,403-161-2%$8.8M$8.4M-$382.9K2026-10-27
Allen Capital Group, LLC
DECREASED9,2009,358-158-2%$8.8M$8.4M-$379.0K2026-10-27
Clear Harbor Asset Management, LLC
INCREASED9,1343,108+6,026+194%$2.9M$8.3M+$5.4M2026-11-05
Leeward Financial Partners, LLC
INCREASED9,1309,094+36+0%$8.5M$8.3M-$195.7K2026-10-23
McBroom & Associates, LLC
DECREASED9,12310,453-1,330-13%$9.8M$8.3M-$1.5M2026-10-29
Rockline Wealth Management, LLC
DECREASED9,1099,263-154-2%$8.7M$8.3M-$373.9K2026-10-26
Pavion Blue Capital, LLC
DECREASED9,0989,147-49-1%$9.1M$8.3M-$835.7K2026-11-05
Calamos Wealth Management LLC
DECREASED9,0969,495-399-4%$8.9M$8.3M-$601.7K2026-11-02
Wealth Analytics Partners, LLC
INCREASED9,0509,023+27+0%$8.3M$8.2M-$79.0K2026-10-19
GPM Growth Investors, Inc.
DECREASED9,0469,169-123-1%$8.6M$8.2M-$342.4K2026-10-30
B. Riley Wealth Advisors, Inc.
INCREASED9,0086,449+2,559+40%$6.1M$8.2M+$2.1M2026-10-13
V-Square Quantitative Management LLC
INCREASED9,0028,755+247+3%$8.2M$8.2M+$4.8K2026-10-15
Americana Partners, LLC
INCREASED8,9848,764+220+3%$8.2M$8.2M-$20.4K2026-10-28
StrongBox Wealth, LLC
INCREASED8,9788,080+898+11%$7.6M$8.2M+$614.5K2026-11-02
Cordgrass Capital Advisors, LLC
DECREASED8,9618,996-350%$8.4M$8.2M-$257.9K2026-10-30
Greystone Financial Group, LLC
NEW8,940—+8,940——$8.1M—2026-10-26
Traynor Capital Management, Inc.
INCREASED8,9268,580+346+4%$8.0M$8.1M+$99.1K2026-10-29
Legacy Private Trust Co.
INCREASED8,9228,597+325+4%$8.0M$8.1M+$79.8K2026-10-06
City Holding Co
DECREASED8,9109,170-260-3%$8.6M$8.1M-$467.1K2026-10-19
Narwhal Capital Management
INCREASED8,9027,079+1,823+26%$6.6M$8.1M+$1.5M2026-11-04
Appleton Partners Inc
DECREASED8,8429,181-339-4%$8.6M$8.1M-$539.0K2026-10-30
Arlington Financial Advisors, LLC
DECREASED8,8428,854-120%$8.3M$8.0M-$233.4K2026-10-19
Security National Bank
INCREASED8,8308,378+452+5%$7.8M$8.0M+$200.9K2026-10-26
Stiles Financial Services Inc
INCREASED8,8298,824+5+0%$8.3M$8.0M-$216.6K2026-10-30
Mount Vernon Associates Inc
DECREASED8,8279,177-350-4%$8.6M$8.0M-$549.0K2026-10-26
Valeo Financial Advisors, LLC
DECREASED8,7359,181-446-5%$8.6M$8.0M-$636.7K2026-10-08
CapWealth Advisors, LLC
DECREASED8,7288,857-129-1%$8.3M$7.9M-$339.8K2026-10-05
Coastline Trust Co
DECREASED8,72610,231-1,505-15%$9.6M$7.9M-$1.6M2026-10-01
Blue Sky Capital Consultants Group, Inc.
DECREASED8,6749,098-424-5%$8.5M$7.9M-$614.4K2026-10-13
Joel Isaacson & Co., LLC
INCREASED8,6558,137+518+6%$7.6M$7.9M+$267.3K2026-11-05
First Citizens Bank & Trust Co
INCREASED8,6505,227+3,423+65%$4.9M$7.9M+$3.0M2026-10-14
ROI Financial Advisors, LLC
DECREASED8,5188,615-97-1%$8.1M$7.8M-$305.1K2026-10-19
KMG Fiduciary Partners, LLC
DECREASED8,5108,847-337-4%$8.3M$7.7M-$529.1K2026-10-14
Sterling Investment Advisors, Ltd.
DECREASED8,4338,656-223-3%$8.1M$7.7M-$420.5K2026-10-27
Bfsg, LLC
DECREASED8,4158,437-220%$7.9M$7.7M-$232.3K2026-10-30
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED8,4138,41300%$7.9M$7.7M-$211.4K2026-10-22
Mather Group, Llc.
DECREASED8,3679,116-749-8%$8.5M$7.6M-$911.6K2026-10-14
HCR Wealth Advisors
DECREASED8,3658,541-176-2%$8.0M$7.6M-$375.6K2026-10-15
Cove Private Wealth, LLC
INCREASED8,3267,969+357+4%$7.5M$7.6M+$124.7K2026-10-28
Secure Asset Management, LLC
INCREASED8,3048,155+149+2%$7.6M$7.6M-$68.8K2026-10-19
Zevenbergen Capital Investments LLC
INCREASED8,3038,203+100+1%$7.7M$7.6M-$114.8K2026-10-08
Griffin Asset Management, Inc.
DECREASED8,2848,286-20%$7.8M$7.5M-$210.0K2026-10-22
Vantage Investment Partners, LLC
DECREASED8,2528,277-250%$7.7M$7.5M-$230.8K2026-10-27
Tema Etfs LLC
INCREASED8,2128,067+145+2%$7.5M$7.5M-$70.7K2026-10-16
Cardinal Point Capital Management ULC
DECREASED8,1948,366-172-2%$7.8M$7.5M-$366.7K2026-10-21
Schmidt P J Investment Management Inc
INCREASED8,1888,029+159+2%$7.5M$7.5M-$57.1K2026-11-02
Fulton Bank, N.A.
DECREASED8,1178,505-388-5%$8.0M$7.4M-$566.9K2026-10-14
Townsend Asset Management Corp
INCREASED8,1018,055+46+1%$7.5M$7.4M-$160.9K2026-10-29
Inspire Trust Co, N.A.
INCREASED8,1006,700+1,400+21%$6.3M$7.4M+$1.1M2026-11-05
Fischer Financial Services, Inc.
INCREASED8,0937,976+117+1%$7.5M$7.4M-$94.7K2026-10-30
FFG Partners, LLC
DECREASED8,0788,398-320-4%$7.9M$7.4M-$501.6K2026-10-15
Rockland Trust Co
INCREASED8,0478,043+4+0%$7.5M$7.3M-$198.5K2026-10-05
Trust Co of Oklahoma
DECREASED8,0158,342-327-4%$7.8M$7.3M-$507.3K2026-10-15
Rossmore Private Capital
INCREASED8,0077,714+293+4%$7.2M$7.3M+$72.9K2026-10-27
Sagespring Wealth Partners, LLC
DECREASED7,9988,300-302-4%$7.8M$7.3M-$483.0K2026-10-22
Koshinski Asset Management, Inc.
INCREASED7,9967,976+20+0%$7.5M$7.3M-$181.9K2026-10-29
Hoffman, Alan N Investment Management
DECREASED7,9798,346-367-4%$7.8M$7.3M-$543.8K2026-10-28
Confluence Wealth Services, Inc.
DECREASED7,9498,020-71-1%$7.5M$7.2M-$265.9K2026-11-05
Harbor Capital Advisors, Inc.
INCREASED7,9497,939+10+0%$7.4M$7.2M-$191.0K2026-10-22
Lake Street Private Wealth, LLC
DECREASED7,9388,039-101-1%$7.5M$7.2M-$294.4K2026-10-22
Hartford Financial Management Inc.
INCREASED7,9167,895+21+0%$7.4M$7.2M-$179.2K2026-10-21
Goelzer Investment Management, Inc.
DECREASED7,9079,146-1,239-14%$8.6M$7.2M-$1.4M2026-10-16
GAM Holding AG
DECREASED7,8898,478-589-7%$7.9M$7.2M-$749.2K2026-11-03
Fairfield Financial Advisors, LTD
DECREASED7,8598,135-276-3%$7.6M$7.2M-$455.9K2026-10-14
Wedmont Private Capital
INCREASED7,8516,879+972+14%$6.3M$7.4M+$1.1M2026-10-09
Eastover Investment Advisors LLC
DECREASED7,8388,007-169-2%$7.5M$7.1M-$355.1K2026-10-05
Apollon Financial, LLC
INCREASED7,7697,625+144+2%$7.1M$7.1M-$60.1K2026-10-23
Bahl & Gaynor LLC
INCREASED7,7697,753+16+0%$7.3M$7.1M-$180.3K2026-11-05
Arista Wealth Management, LLC
INCREASED7,6587,505+153+2%$7.0M$7.0M-$49.3K2026-10-29
Axxcess Wealth Management, LLC
DECREASED7,63817,626-9,988-57%$16.5M$7.0M-$9.5M2026-10-21
RMR Wealth Builders
INCREASED7,6367,424+212+3%$6.9M$7.0M+$6.9K2026-10-22
Montecito Bank & Trust
DECREASED7,6197,649-300%$7.2M$6.9M-$219.5K2026-10-01
Asset One Wealth Management LLC
INCREASED7,5475,876+1,671+28%$5.4M$6.9M+$1.5M2026-11-02
International Assets Investment Management, LLC
INCREASED7,5367,416+120+2%$6.9M$6.9M+$35.3K2026-11-02
Keystone Wealth Services, LLC
DECREASED7,5057,675-170-2%$7.2M$6.9M-$239.9K2026-11-03
Parr Mcknight Wealth Management Group, LLC
INCREASED7,4717,310+161+2%$6.8M$6.8M-$37.1K2026-10-30
RFG Advisory, LLC
INCREASED7,4326,888+544+8%$6.4M$6.8M+$322.6K2026-11-03
LS Investment Advisors, LLC
DECREASED7,4217,595-174-2%$7.1M$6.8M-$349.1K2026-10-13
Fiduciary Alliance LLC
DECREASED7,4067,941-535-7%$7.4M$6.7M-$686.7K2026-10-13
Grove Bank & Trust
DECREASED7,3807,406-260%$6.9M$6.7M-$209.8K2026-10-08
Banque Pictet & CIE SA
INCREASED7,3786,930+448+6%$6.5M$6.7M+$233.7K2026-10-16
Fisher Funds Management LTD
INCREASED7,3592,959+4,400+149%$2.8M$6.7M+$3.9M2026-10-13
Bull Street Advisors, LLC
DECREASED7,3357,915-580-7%$7.4M$6.7M-$727.0K2026-10-20
Cerro Pacific Wealth Advisors LLC
DECREASED7,3187,360-42-1%$6.9M$6.7M-$223.4K2026-10-22
Westover Capital Advisors, LLC
DECREASED7,2917,331-40-1%$6.9M$6.6M-$220.6K2026-10-26
Procyon Advisors, LLC
DECREASED7,2677,389-122-2%$6.9M$6.6M-$296.5K2026-10-21
Hendley & Co Inc
INCREASED7,1967,092+104+1%$6.6M$6.6M-$83.0K2026-10-29
Connecticut Wealth Management, LLC
DECREASED7,1837,203-200%$6.7M$6.5M-$199.1K2026-10-13
Clear Creek Financial Management, LLC
INCREASED7,1727,044+128+2%$6.6M$6.5M-$60.8K2026-10-28
CX Institutional
INCREASED7,1526,886+266+4%$6.4M$6.5K-$6.4M2026-10-02
Ayrshire Capital Management LLC
DECREASED7,1317,308-177-2%$6.8M$6.5M-$345.2K2026-10-20
AdvisorNet Financial, Inc
INCREASED7,1257,071+54+1%$6.6M$7.0M+$382.3K2026-10-15
Gerber Kawasaki Wealth & Investment Management
INCREASED7,0986,181+917+15%$5.8M$6.5M+$678.7K2026-10-29
Ardent Capital Management, Inc.
INCREASED7,0696,710+359+5%$6.3M$6.4M+$158.2K2026-10-16
Courier Capital LLC
DECREASED7,0247,358-334-5%$6.9M$6.4M-$489.0K2026-10-19
Chronos Wealth Management, LLC
DECREASED7,0187,031-130%$6.6M$6.4M-$188.5K2026-10-20
180 Wealth Advisors, LLC
DECREASED7,0177,146-129-2%$6.7M$6.4M-$297.0K2026-11-03
TCI Wealth Advisors, Inc.
INCREASED7,0056,394+611+10%$6.0M$6.4M+$394.8K2026-10-30
Gibraltar Capital Management, Inc.
INCREASED6,9936,987+6+0%$6.5M$6.4M-$170.1K2026-10-27
Physicians Financial Services, Inc.
INCREASED6,9686,943+25+0%$6.5M$6.3M-$151.0K2026-11-04
Pecaut & Co.
DECREASED6,9077,077-170-2%$6.6M$6.3M-$332.5K2026-10-27
Savoir Faire Capital Management, L.P.
NEW6,900—+6,900——$6.3M—2026-11-03
Certified Advisory Corp
DECREASED6,8756,923-48-1%$6.5M$6.3M-$217.1K2026-10-29
Indiana Trust & Investment Management Co
DECREASED6,8506,992-142-2%$6.5M$6.2M-$305.0K2026-10-22
Mezzasalma Advisors, LLC
INCREASED6,8405,985+855+14%$5.6M$6.2M+$627.9K2026-10-14
Pacific Sage Partners, LLC
DECREASED6,8126,826-140%$6.4M$6.2M-$184.9K2026-10-21
RAM Investment Partners, LLC
DECREASED6,8097,210-401-6%$6.7M$6.2M-$546.5K2026-10-21
Modera Wealth Management, LLC
INCREASED6,8076,450+357+6%$6.0M$6.2M+$163.5K2026-10-28
Delta Financial Advisors LLC
DECREASED6,8026,975-173-2%$6.5M$6.2M-$333.0K2026-10-27
Bank of Stockton
DECREASED6,7386,824-86-1%$6.4M$6.1M-$249.8K2026-10-20
Nichols & Pratt Advisers LLP
INCREASED6,7276,022+705+12%$5.6M$6.2M+$521.4K2026-10-13
Tower View Wealth Management LLC
INCREASED6,7246,451+273+4%$6.0M$6.1M+$86.3K2026-10-23
StoneX Group Inc.
INCREASED6,6736,303+370+6%$5.9M$6.1M+$206.9K2026-11-03
Sitrin Capital Management LLC
DECREASED6,6646,717-53-1%$6.3M$6.1M-$217.0K2026-10-19
Archford Capital Strategies, LLC
INCREASED6,6255,353+1,272+24%$5.0M$6.0M+$1.0M2026-10-19
Conning Inc.
INCREASED6,6166,281+335+5%$5.9M$6.0M+$147.1K2026-10-27
Woodmont Investment Counsel LLC
DECREASED6,6056,607-20%$6.2M$6.0M-$168.0K2026-10-29
Asset Planning,Inc
INCREASED6,6036,545+58+1%$6.1M$6.0M-$112.2K2026-10-26
Harbor Investment Advisory, LLC
DECREASED6,5936,831-238-3%$6.4M$6.0M-$388.3K2026-10-13
Harbour Capital Advisors, LLC
INCREASED6,5856,488+97+2%$5.9M$6.0M+$50.0K2026-10-13
AGP Franklin, LLC
DECREASED6,5806,618-38-1%$6.2M$6.0M-$200.7K2026-11-04
Sage Capital Advisors,llc
INCREASED6,5646,550+14+0%$6.1M$6.0M-$152.4K2026-10-13
Leelyn Smith, LLC
INCREASED6,5536,446+107+2%$6.0M$6.0M-$64.1K2026-11-03
Blue Trust, Inc.
DECREASED6,5156,859-344-5%$6.4M$5.9M-$485.8K2026-10-15
Tranquility Partners, LLC
DECREASED6,4516,508-57-1%$6.1M$5.9M-$215.0K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED6,4496,485-36-1%$6.1M$5.9M-$195.7K2026-10-23
Cohen Klingenstein LLC
UNCHANGED6,4006,40000%$6.0M$5.8M-$160.8K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED6,3926,390+2+0%$6.0M$5.8M-$157.9K2026-10-21
Madrona Financial Services, LLC
INCREASED6,3675,738+629+11%$5.4M$5.8M+$429.0K2026-10-23
SeaCrest Wealth Management, LLC
DECREASED6,3657,744-1,379-18%$7.2M$5.8M-$1.4M2026-10-21
WealthPLAN Partners, LLC
DECREASED6,3606,552-192-3%$6.1M$5.8M-$338.9K2026-10-15
Bell & Brown Wealth Advisors, LLC
DECREASED6,3486,640-292-4%$6.2M$5.8M-$432.3K2026-10-16
Bradyco, Inc.
DECREASED6,3396,564-225-3%$6.1M$5.8M-$369.8K2026-11-03
Miramontes Capital, LLC
INCREASED6,3236,159+164+3%$5.8M$5.8M-$4.7K2026-10-19
First Interstate Bank
DECREASED6,2966,399-103-2%$6.0M$5.7M-$254.6K2026-10-23
Chicago Trust Co NA
INCREASED6,2945,121+1,173+23%$4.8M$5.7M+$939.1K2026-10-28
Regatta Capital Group, LLC
INCREASED6,2916,155+136+2%$5.8M$5.7M-$30.3K2026-10-23
Global Wealth Management Investment Advisory, Inc.
INCREASED6,2515,195+1,056+20%$4.9M$5.7M+$830.7K2026-11-04
LaFleur & Godfrey LLC
INCREASED6,231369+5,862+1589%$345.1K$5.7M+$5.3M2026-10-27
Frank, Rimerman Advisors LLC
DECREASED6,2318,149-1,918-24%$7.6M$5.7M-$2.0M2026-10-16
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED6,2206,219+1+0%$5.8M$6.2M+$419.6K2026-10-21
Principle Wealth Partners LLC
DECREASED6,1806,246-66-1%$5.8M$5.6M-$216.3K2026-11-02
Mattern Wealth Management LLC
DECREASED6,1616,258-97-2%$5.9M$5.6M-$246.2K2026-11-04
Stenger Family Office, LLC
DECREASED6,1518,048-1,897-24%$7.5M$5.9M-$1.7M2026-10-22
Balboa Wealth Partners
INCREASED6,1426,037+105+2%$5.6M$5.6M-$56.1K2026-10-20
Parisi Gray Wealth Management
DECREASED6,1336,562-429-7%$6.1M$5.6M-$555.5K2026-10-16
BNC Wealth Management, LLC
INCREASED6,1206,062+58+1%$5.7M$5.6M-$99.2K2026-10-19
Capital Advisors Wealth Management, LLC
DECREASED6,1146,139-250%$5.7M$5.6M-$176.9K2026-10-09
Sweeney & Michel, LLC
INCREASED6,0815,910+171+3%$5.6M$5.5M-$65.7K2026-10-16
Annex Advisory Services, LLC
DECREASED6,07138,700-32,629-84%$36.2M$5.5M-$30.7M2026-10-16
Fort Washington Investment Advisors Inc
DECREASED6,0696,344-275-4%$5.9M$5.5M-$409.8K2026-10-15
Duncker Streett & Co Inc
INCREASED6,0196,005+14+0%$5.6M$5.5M-$138.1K2026-10-27
Marathon Wealth Advisors LLC
INCREASED5,9965,858+138+2%$5.5M$5.5M-$22.2K2026-11-04
SevenBridge Financial Group, LLC
INCREASED5,9855,365+620+12%$5.1M$6.0M+$868.0K2026-10-26
Cordatus Wealth Management LLC
DECREASED5,9356,042-107-2%$5.7M$5.4M-$249.2K2026-10-19
Avior Wealth Management, LLC
DECREASED5,9266,160-234-4%$5.8M$5.4M-$367.7K2026-10-13
International Private Wealth Advisors LLC
INCREASED5,9164,452+1,464+33%$4.2M$5.4M+$1.2M2026-11-05
Oak Asset Management, LLC
INCREASED5,8915,774+117+2%$5.4M$5.4M-$38.6K2026-10-13
Symphony Financial, Ltd. Co.
INCREASED5,8604,146+1,714+41%$3.9M$5.4M+$1.5M2026-10-22
Leisure Capital Management
DECREASED5,8296,229-400-6%$5.8M$5.3M-$520.7K2026-11-03
Agur Provident & Training Funds Management LTD
UNCHANGED5,8155,81500%$51.2K$52.9K+$1.8K2026-11-02
Cypress Wealth Services, LLC
DECREASED5,6915,723-32-1%$5.4M$5.3M-$28.3K2026-10-21
MV Capital Management, Inc.
INCREASED5,6644,730+934+20%$4.4M$5.2M+$731.4K2026-10-29
Aviso Wealth Management
INCREASED5,6635,358+305+6%$5.0M$5.2M+$143.0K2026-11-04
Galvin, Gaustad & Stein, LLC
DECREASED5,6556,083-428-7%$5.7M$5.1M-$541.9K2026-10-08
Sava Infond d.o.o.
DECREASED5,6506,150-500-8%$5.8M$5.1M-$609.7K2026-10-28
Somerset Trust Co
INCREASED5,6315,596+35+1%$5.2M$5.1M-$108.8K2026-10-13
Etesian Wealth Advisors, Inc.
DECREASED5,6295,631-20%$5.3M$5.1M-$143.3K2026-10-27
Alessandra Capital Management, LLC
INCREASED5,6144,896+718+15%$4.6M$5.1M+$530.6K2026-10-30
New Hampshire Trust
DECREASED5,5915,594-30%$5.2M$5.1M-$143.3K2026-10-20
Clean Yield Group
INCREASED5,5845,562+22+0%$5.2M$5.1M-$119.7K2026-10-28
ICW Investment Advisors LLC
DECREASED5,5705,633-63-1%$5.3M$5.1M-$198.0K2026-10-27
Prosperitas Financial LLC
INCREASED5,5684,846+722+15%$4.5M$5.1M+$536.0K2026-10-28
Family Legacy, Inc.
INCREASED5,5675,540+27+0%$5.2M$5.1M-$114.6K2026-10-13
Alhambra Investment Management LLC
DECREASED5,5585,681-123-2%$5.3M$5.1M-$254.7K2026-10-15
Allen Investment Management, LLC
INCREASED5,5565,490+66+1%$5.1M$5.1M-$77.9K2026-11-03
Aprio Wealth Management, LLC
DECREASED5,5545,724-170-3%$5.4M$5.1M-$298.4K2026-10-28
Tctc Holdings, LLC
DECREASED5,5475,551-40%$5.2M$5.0M-$143.1K2026-11-02
Resonant Capital Advisors, LLC
INCREASED5,5415,410+131+2%$5.1M$5.0M-$16.7K2026-10-15
Private Trust Co NA
DECREASED5,5385,765-227-4%$5.4M$5.0M-$351.5K2026-10-20
Harold Davidson & Associates Inc.
DECREASED5,5285,567-39-1%$5.2M$5.0M-$175.2K2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED5,5255,331+194+4%$5.0M$5.0M+$42.6K2026-10-19
Northcape Wealth Management, LLC
DECREASED5,5156,205-690-11%$5.8M$5.0M-$783.6K2026-11-04
Linscomb Wealth, Inc.
INCREASED5,5155,489+26+0%$5.1M$5.0M-$114.6K2026-11-05
Cohen Capital Management, Inc.
UNCHANGED5,5115,51100%$5.2M$5.0M-$138.5K2026-10-14
Snider Financial Group
INCREASED5,5075,169+338+7%$4.8M$5.0M+$177.7K2026-10-16
Left Brain Wealth Management, LLC
DECREASED5,5025,579-77-1%$5.2M$5.0M-$210.3K2026-10-28
Kathmere Capital Management, LLC
DECREASED5,4895,750-261-5%$5.4M$5.0M-$381.9K2026-10-20
Ascent Wealth Partners, LLC
INCREASED5,4855,451+34+1%$5.1M$5.0M-$106.0K2026-10-23
Valicenti Advisory Services Inc
INCREASED5,4845,389+95+2%$5.0M$5.0M-$49.0K2026-10-23
Mirador Capital Partners LP
INCREASED5,4765,366+110+2%$5.0M$5.0M-$35.3K2026-10-09
Pine Haven Investment Counsel, Inc
INCREASED5,4765,474+2+0%$5.1M$5.0M-$135.7K2026-11-02
Schaper Benz & Wise Investment Counsel Inc
INCREASED5,4534,820+633+13%$4.5M$5.0M+$455.1K2026-10-09
Curtis Advisory Group, LLC
INCREASED5,4245,317+107+2%$5.0M$4.9M-$36.2K2026-10-28
William Allan Corp
DECREASED5,4035,417-140%$5.1M$4.9M-$148.9K2026-10-14
Parcion Private Wealth LLC
DECREASED5,3975,490-93-2%$5.1M$4.9M-$222.4K2026-10-28
Roberts Wealth Advisors, LLC
INCREASED5,3925,205+187+4%$4.9M$4.9M+$39.4K2026-10-14
WD Rutherford LLC
DECREASED5,3895,659-270-5%$5.3M$4.9M-$388.0K2026-10-26
Baxter Bros Inc
DECREASED5,3875,399-120%$5.1M$4.9M-$146.6K2026-11-04
Brady Family Wealth, LLC
INCREASED5,3815,153+228+4%$4.8M$4.9M+$78.1K2026-11-02
Bank of New Hampshire
DECREASED5,3715,435-64-1%$5.1M$4.9M-$194.8K2026-10-06
True Private Wealth Advisors
DECREASED5,3575,562-205-4%$5.2M$4.9M-$326.3K2026-10-19
Jericho Financial, LLP
INCREASED5,3385,218+120+2%$4.9M$4.9M-$22.1K2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED5,3295,32900%$5.0M$5.0M$02026-10-15
Csenge Advisory Group
DECREASED5,3195,476-157-3%$5.1M$4.8M-$280.3K2026-11-04
Mccarter Private Wealth Services LLC
DECREASED5,3105,322-120%$5.0M$4.8M-$144.7K2026-10-22
Moody National Bank Trust Division
INCREASED5,3064,198+1,108+26%$3.9M$4.8M+$903.2K2026-10-06
Fideuram Asset Management (Ireland) dac
DECREASED5,3049,942-4,638-47%$9.8M$4.9M-$4.9M2026-10-29
Stillwater Wealth Management Group
DECREASED5,3045,357-53-1%$5.0M$4.8M-$182.9K2026-10-21
Argentarii, LLC
DECREASED5,2925,301-90%$5.0M$4.8M-$188.3K2026-10-28
Romano Brothers and Company
INCREASED5,2735,270+3+0%$4.9M$4.8M-$129.7K2026-10-22
Weaver Capital Management LLC
DECREASED5,2355,431-196-4%$5.4M$4.8M-$645.9K2026-10-15
CoreCap Advisors, LLC
INCREASED5,2245,117+107+2%$4.8M$4.8M-$30.1K2026-10-08
S.A. Mason LLC
INCREASED5,2195,218+1+0%$4.9M$4.8M-$130.0K2026-10-13
Aaron Wealth Advisors LLC
DECREASED5,2155,329-114-2%$5.0M$4.7M-$237.7K2026-10-13
Morguard Lincluden Global Investments Ltd
DECREASED5,2095,345-136-3%$5.0M$4.7M-$258.0K2026-10-28
Lebenthal Global Advisors, LLC
INCREASED5,1714,750+421+9%$4.4M$4.7M+$264.2K2026-10-28
Tritonpoint Wealth, LLC
DECREASED5,1455,312-167-3%$5.0M$4.7M-$285.5K2026-10-19
Midwest Professional Planners, Ltd.
DECREASED5,1195,604-485-9%$5.2M$4.7M-$582.6K2026-10-29
Apella Capital, LLC
INCREASED5,0964,501+595+13%$4.3M$4.8M+$536.3K2026-10-08
Schear Investment Advisers, LLC
INCREASED5,0934,755+338+7%$4.4M$4.6M+$188.1K2026-10-14
Tempo Wealth, LLC
INCREASED5,0934,912+181+4%$4.6M$4.6M+$41.2K2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED5,0853,763+1,322+35%$3.5M$4.6M+$1.1M2026-10-15
Inlet Private Wealth, LLC
UNCHANGED5,0805,08000%$4.8M$4.6M-$127.7K2026-10-21
Nvwm, LLC
INCREASED5,0794,876+203+4%$4.6M$4.6M+$61.9K2026-10-14
Eley Financial Management, Inc
INCREASED5,0795,062+17+0%$4.7M$4.6M-$111.7K2026-11-03
AM Investment Strategies LLC
INCREASED5,0713,360+1,711+51%$3.1M$4.6M+$1.5M2026-11-05
Masterinvest Kapitalanlage GmbH
DECREASED5,0365,212-176-3%$4.9M$4.6M-$291.2K2026-11-03
Fruth Investment Management
UNCHANGED5,0255,02500%$4.7M$4.6M-$126.0K2026-10-13
Harrington Investments, Inc
DECREASED5,0215,084-63-1%$4.8M$4.6M-$185.1K2026-10-14
Processus Wealth & Capital Management, LLC
INCREASED5,0075,006+1+0%$4.7M$4.6M-$125.7K2026-10-16
Columbia Bank
INCREASED4,9524,342+610+14%$4.1M$4.5M+$446.2K2026-10-29
Greenfield Savings Bank
DECREASED4,9484,960-120%$4.6M$4.5M-$135.6K2026-10-07
Stanley-Laman Group, Ltd.
DECREASED4,9405,135-195-4%$4.8M$4.5M-$306.5K2026-10-20
SBI Securities Co., Ltd.
INCREASED4,9264,624+302+7%$4.3M$4.5M+$158.7K2026-10-22
Investment Research & Advisory Group, Inc.
DECREASED4,9204,937-170%$4.6M$4.5M-$143.5K2026-10-19
Compass Financial Management LLC
INCREASED4,8964,787+109+2%$4.5M$4.5M-$44.8K2026-10-30
Moneco Advisors, LLC
INCREASED4,8554,746+109+2%$4.4M$4.4M-$19.6K2026-11-05
Ceera Investments, LLC
DECREASED4,8534,879-26-1%$4.6M$4.4M-$146.3K2026-11-02
Gryphon Financial Partners LLC
DECREASED4,8355,093-258-5%$4.8M$4.4M-$362.7K2026-11-04
Atlas Brown,Inc.
DECREASED4,8304,831-10%$4.5M$4.4M-$122.7K2026-10-09
RW Investment Management LLC
INCREASED4,8264,795+31+1%$4.5M$4.4M-$92.3K2026-11-03
First Business Financial Services, Inc.
INCREASED4,8034,723+80+2%$4.4M$4.4M-$45.9K2026-10-29
Flagship Harbor Advisors, LLC
DECREASED4,7704,777-70%$4.5M$4.3M-$126.8K2026-10-26
Robbins Farley
INCREASED4,7684,634+134+3%$4.3M$4.3M+$5.5K2026-10-21
EverSource Wealth Advisors, LLC
DECREASED4,7544,806-52-1%$4.5M$4.3M-$167.9K2026-11-04
Sovran Advisors, LLC
DECREASED4,7504,821-71-1%$4.7M$4.7M+$72.2K2026-11-02
Ashurst Perkins Coie Trust Co
DECREASED4,7474,754-70%$4.4M$4.3M-$125.8K2026-10-15
Huntleigh Advisors, Inc.
DECREASED4,7334,874-141-3%$4.6M$4.3M-$250.8K2026-11-03
Benin Management Corp
UNCHANGED4,7304,73000%$4.4M$4.3M-$118.9K2026-10-22
Cornerstone Wealth Management, LLC
DECREASED4,7265,777-1,051-18%$5.4M$4.3M-$1.1M2026-11-04
HWG Holdings LP
DECREASED4,7035,491-788-14%$5.1M$4.3M-$855.3K2026-10-08
WBH Advisory Inc
DECREASED4,6974,740-43-1%$4.4M$4.3M-$158.1K2026-11-05
TBH Global Asset Management, LLC
DECREASED4,6924,795-103-2%$4.5M$4.3M-$214.7K2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED4,6825,202-520-10%$4.9M$4.3M-$604.1K2026-10-07
Blodgett Wealth Advisors, LLC
DECREASED4,6684,693-25-1%$4.4M$4.2M-$140.7K2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED4,6654,257+408+10%$4.0M$4.2M+$264.3K2026-10-29
Encompass Wealth Advisors, LLC
INCREASED4,6602,322+2,338+101%$2.2M$4.2M+$2.1M2026-10-15
Freedom Day Solutions, LLC
INCREASED4,6424,540+102+2%$4.2M$4.2M-$21.2K2026-10-20
Park State Asset Management
DECREASED4,6335,000-367-7%$4.7M$4.2M-$459.7K2026-11-02
Fairvoy Private Wealth, LLC
INCREASED4,6284,617+11+0%$4.3M$4.2M-$105.5K2026-10-19
Avidian Wealth Enterprises, LLC
INCREASED4,5924,218+374+9%$3.9M$4.2M+$234.0K2026-10-08
First Bank & Trust
DECREASED4,5776,210-1,633-26%$5.8M$4.2M-$1.6M2026-10-19
Grandfield & Dodd, LLC
DECREASED4,5694,758-189-4%$4.5M$4.2M-$291.6K2026-10-29
Hartline Investment Corp/
DECREASED4,5639,327-4,764-51%$8.7M$4.2M-$4.6M2026-10-29
Praxis Investment Management Inc
DECREASED4,5635,954-1,391-23%$5.6M$4.2M-$1.4M2026-11-03
First Pacific Financial
DECREASED4,5585,849-1,291-22%$5.5M$4.1M-$1.3M2026-10-14
Martin Capital Advisors, LLP
DECREASED4,5374,608-71-2%$4.3M$4.1M-$180.4K2026-10-15
Equitable Trust Co
INCREASED4,5304,266+264+6%$4.0M$4.1M+$133.1K2026-10-13
Burney Co/
DECREASED4,5167,937-3,421-43%$7.4M$4.1M-$3.3M2026-10-15
Blume Capital Management, Inc.
DECREASED4,4984,540-42-1%$4.2M$4.1M-$152.3K2026-10-26
IPG Investment Advisors LLC
INCREASED4,4783,975+503+13%$3.7M$4.1M+$358.0K2026-10-30
West Branch Capital LLC
INCREASED4,4754,329+146+3%$4.0M$4.1M+$24.2K2026-10-20
JGP Wealth Management, LLC
INCREASED4,4624,249+213+5%$4.0M$4.1M+$87.3K2026-10-13
PW Nova Financial Services LLC
DECREASED4,4574,890-433-9%$4.6M$4.1M-$517.0K2026-10-15
Norway Savings Bank
INCREASED4,4534,318+135+3%$4.0M$4.1M+$14.4K2026-10-20
Garde Capital, Inc.
INCREASED4,4444,213+231+5%$3.9M$4.0M+$104.0K2026-10-29
AMG National Trust Bank
DECREASED4,4404,590-150-3%$4.3M$4.0M-$251.6K2026-11-05
Leibman Financial Services, Inc.
INCREASED4,4342,514+1,920+76%$2.4M$4.0M+$1.7M2026-10-13
Fire Capital Management LLC
INCREASED4,4272,170+2,257+104%$2.0M$4.0M+$2.0M2026-10-27
111 Capital
INCREASED4,4123,594+818+23%$3.4M$4.0M+$654.3K2026-11-03
Strategic Advisors LLC
INCREASED4,4114,302+109+3%$4.0M$4.0M-$9.7K2026-10-13
RED Cedar Investment Management, LLC
UNCHANGED4,3994,39900%$4.1M$4.0M-$110.5K2026-11-04
Asset Dedication, LLC
DECREASED4,3864,407-210%$4.1M$4.0M-$129.8K2026-11-03
J. Derek Lewis & Associates Inc.
INCREASED4,3864,369+17+0%$4.1M$4.0M-$94.0K2026-11-03
SAX Wealth Advisors, LLC
INCREASED4,3773,083+1,294+42%$3.1M$4.0M+$912.5K2026-10-13
Avestar Capital, LLC
DECREASED4,3695,668-1,299-23%$5.3M$4.0M-$1.3M2026-10-28
Sheets Smith Wealth Management
DECREASED4,3604,502-142-3%$4.2M$4.0M-$242.8K2026-10-16
RDA Financial Network
INCREASED4,3584,322+36+1%$4.0M$4.0M-$76.0K2026-10-15
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED4,3434,946-603-12%$4.6M$4.0M-$673.2K2026-11-03
Gibbs Wealth Management
INCREASED4,3153,872+443+11%$3.6M$3.9M+$306.0K2026-10-22
Norden Group LLC
DECREASED4,2845,437-1,153-21%$5.1M$3.9M-$1.2M2026-10-20
Ignite Planners, LLC
DECREASED4,2614,421-160-4%$4.1M$3.9M-$257.1K2026-10-14
Spirit of America Management Corp
DECREASED4,2564,481-225-5%$4.2M$3.9M-$317.4K2026-10-14
Knights of Columbus Asset Advisors LLC
DECREASED4,2544,330-76-2%$4.1M$3.9M-$178.0K2026-11-05
Argus Investors' Counsel, Inc.
INCREASED4,2524,244+8+0%$4.0M$3.9M-$99.4K2026-10-09
Aire Advisors, LLC
DECREASED4,2414,250-90%$4.0M$3.9M-$115.6K2026-10-22
Everhart Financial Group, Inc.
DECREASED4,2324,697-465-10%$4.4M$3.9M-$542.1K2026-10-08
Strong Tower Advisory Services
INCREASED4,2254,050+175+4%$3.8M$3.8M+$57.6K2026-10-13
Viewpoint Investment Partners Corp
DECREASED4,2244,430-206-5%$4.4M$4.1M-$315.7K2026-10-26
Able Financial Group, LLC
DECREASED4,2244,277-53-1%$4.0M$3.8M-$155.8K2026-10-14
Prairie Advisory, LLC
INCREASED4,2162,118+2,098+99%$2.0M$3.8M+$1.9M2026-10-19
Finivi Inc.
INCREASED4,2134,128+85+2%$3.9M$3.8M-$26.1K2026-10-13
W.H. Cornerstone Investments Inc.
DECREASED4,1834,258-75-2%$4.0M$3.8M-$175.0K2026-11-03
Cigna Investments Inc
DECREASED4,1544,193-39-1%$3.9M$3.8M-$142.0K2026-10-19
Ebert Capital Management Inc.
DECREASED4,1434,180-37-1%$3.9M$3.8M-$138.7K2026-10-08
Jackson Square Capital, LLC
DECREASED4,1336,908-2,775-40%$6.5M$3.8M-$2.7M2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED4,1183,243+875+27%$3.0M$3.7M+$715.1K2026-10-13
Cairn Investment Group, Inc.
UNCHANGED4,1114,11100%$3.8M$3.7M-$104.0K2026-11-04
Columbia Asset Management
DECREASED4,1084,353-245-6%$4.1M$3.7M-$332.3K2026-10-19
Davidson Trust Co
DECREASED4,1014,371-270-6%$4.1M$3.7M-$355.6K2026-10-09
Cooper Financial Group
DECREASED4,0964,208-112-3%$3.9M$3.7M-$208.0K2026-10-07
Berbice Capital Management LLC
DECREASED4,0804,085-50%$3.8M$3.7M-$107.2K2026-10-13
Covenant Asset Management, LLC
DECREASED4,0714,166-95-2%$3.9M$3.7M-$191.2K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED4,0582,945+1,113+38%$2.8M$3.7M+$941.6K2026-10-30
Carret Asset Management, LLC
INCREASED4,0554,053+2+0%$3.8M$3.7M-$100.0K2026-11-04
Sepio Capital, LP
DECREASED4,0515,396-1,345-25%$5.0M$3.7M-$1.4M2026-10-22
Deuterium Capital Management, LLC
UNCHANGED4,0504,05000%$3.8M$3.7M-$101.8K2026-11-04
Compton Wealth Advisory Group, LLC
DECREASED4,0434,048-50%$3.7M$3.7M-$43.9K2026-10-13
Reflection Asset Management
INCREASED4,0273,383+644+19%$3.2M$3.7M+$501.2K2026-10-28
Aries Wealth Management
DECREASED4,0204,025-50%$3.8M$3.7M-$105.7K2026-10-23
Investment Partners, Ltd.
INCREASED4,0182,098+1,920+92%$2.0M$3.7M+$1.7M2026-10-29
PDS Planning, Inc
DECREASED4,0164,086-70-2%$3.8M$3.7M-$166.8K2026-11-03
Nautilus Advisors LLC
INCREASED4,0013,645+356+10%$3.3M$3.6M+$302.8K2026-10-07
Premier Path Wealth Partners, LLC
DECREASED3,9914,095-104-3%$3.8M$3.6M-$198.2K2026-10-16
Cherry Creek Investment Advisors, Inc.
DECREASED3,9874,009-22-1%$3.8M$3.6M-$120.6K2026-10-14
Harfst & Associates, Inc.
INCREASED3,9843,934+50+1%$3.7M$3.6M-$53.2K2026-10-20
Tounjian Advisory Partners, LLC
DECREASED3,9784,268-290-7%$4.0M$3.6M-$371.2K2026-11-04
Gallagher Capital Advisors, LLC
DECREASED3,9764,024-48-1%$3.8M$3.6M-$144.6K2026-10-09
Jacobi Capital Management LLC
DECREASED3,9663,982-160%$3.7M$3.6M-$114.0K2026-11-05
Grey Ledge Advisors, LLC
DECREASED3,9594,119-160-4%$3.9M$3.6M-$249.6K2026-11-02
Ninety One SA (PTY) Ltd
DECREASED3,9574,057-100-2%$3.8M$3.6M-$178.0K2026-10-15
Golden State Wealth Management, LLC
DECREASED3,9533,995-42-1%$3.7M$3.6M-$139.3K2026-11-02
Bochk Asset Management Ltd
INCREASED3,9502,600+1,350+52%$2.4M$3.6M+$1.2M2026-10-29
Trail Ridge Investment Advisors, LLC
INCREASED3,9493,935+14+0%$3.7M$3.6M-$86.1K2026-10-16
Nicholas Hoffman & Company, Llc.
DECREASED3,9453,968-23-1%$3.7M$3.6M-$120.4K2026-10-30
Warm Springs Advisors Inc.
INCREASED3,9263,899+27+1%$3.6M$3.6M-$73.4K2026-10-28
Highline Wealth Partners LLC
INCREASED3,9183,831+87+2%$3.6M$3.6M-$16.7K2026-10-19
Ellsworth Advisors, LLC
INCREASED3,9143,636+278+8%$3.3M$3.6M+$230.6K2026-10-15
TriaGen Wealth Management LLC
DECREASED3,9093,929-20-1%$3.7M$3.6M-$116.9K2026-10-14
Platform Technology Partners
INCREASED3,8913,821+70+2%$3.6M$3.5M-$32.6K2026-11-02
DeDora Capital, Inc.
DECREASED3,8744,362-488-11%$4.1M$3.5M-$553.6K2026-10-26
MTM Investment Management, LLC
DECREASED3,8723,874-20%$3.6M$3.5M-$99.0K2026-10-30
Lynch Asset Management, Inc.
UNCHANGED3,8503,85000%$3.6M$3.5M-$96.8K2026-10-28
BIP Wealth, LLC
INCREASED3,8423,644+198+5%$3.4M$3.5M+$89.0K2026-10-22
WT Wealth Management
DECREASED3,8324,227-395-9%$4.0M$3.5M-$465.7K2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED3,8293,843-140%$3.6M$3.5M-$109.3K2026-10-23
Nfsg Corp
INCREASED3,8113,725+86+2%$3.5M$3.5M-$15.0K2026-10-15
Jessup Wealth Management, Inc
DECREASED3,80310,786-6,983-65%$10.1M$3.5M-$6.6M2026-10-20
Ironwood Financial, llc
DECREASED3,7713,780-90%$3.5M$3.4M-$69.0K2026-10-20
Capital Asset Advisory Services LLC
DECREASED3,7677,364-3,597-49%$6.9M$3.8M-$3.1M2026-10-30
Walkner Condon Financial Advisors LLC
DECREASED3,7623,783-21-1%$3.5M$3.4M-$113.9K2026-11-02
Aviance Capital Partners, LLC
INCREASED3,7443,742+2+0%$3.5M$3.4M-$92.2K2026-10-29
Perpetual Ltd
INCREASED3,7342,328+1,406+60%$2.2M$3.4M+$1.2M2026-10-13
Bison Wealth, LLC
INCREASED3,7313,493+238+7%$3.3M$3.6M+$260.6K2026-10-13
James Investment Research, Inc.
DECREASED3,7213,831-110-3%$3.6M$3.4M-$196.4K2026-10-22
Elyxium Wealth, LLC
DECREASED3,7163,769-53-1%$3.5M$3.4M-$142.9K2026-10-27
Bryn Mawr Trust Advisors, LLC
DECREASED3,7114,113-402-10%$3.8M$3.4M-$469.0K2026-11-04
Polaris Financial Partners
NEW3,705—+3,705——$3.4K—2026-10-02
Whitener Capital Management, Inc.
DECREASED3,7043,752-48-1%$3.5M$3.4M-$138.0K2026-10-15
Pathway Wealth Management LLC
DECREASED3,6853,690-50%$3.5M$3.4M-$97.3K2026-10-19
Diversified Enterprises, LLC
INCREASED3,6763,644+32+1%$3.4M$3.3M-$62.4K2026-10-19
Ballast, Inc.
INCREASED3,6683,501+167+5%$3.3M$3.3M+$64.0K2026-10-20
Douglas Lane & Associates, LLC
DECREASED3,6614,053-392-10%$3.8M$3.3M-$458.7K2026-10-09
Prosperity Financial Group, Inc.
INCREASED3,6443,479+165+5%$3.3M$3.3M+$63.3K2026-10-29
Hager Investment Management Services, LLC
DECREASED3,6323,670-38-1%$3.4M$3.3M-$126.7K2026-11-04
RMR Capital Management, LLC
UNCHANGED3,6273,62700%$3.4M$3.3M-$91.1K2026-10-23
Werlinich Asset Management, LLC
UNCHANGED3,6243,62400%$3.4M$3.3M-$91.1K2026-10-09
NTV Asset Management LLC
DECREASED3,6133,716-103-3%$3.5M$3.3M-$187.1K2026-10-23
Enhancing Capital LLC
INCREASED3,6083,606+2+0%$3.4M$3.3M-$88.8K2026-10-26
Capital Planning LLC
DECREASED3,6053,612-70%$3.4M$3.3M-$97.1K2026-10-09
Cornerstone Planning, LLC
INCREASED3,5983,576+22+1%$3.3M$3.3M-$7.2K2026-10-27
Lewis Asset Management, LLC
INCREASED3,5553,408+147+4%$3.2M$3.2M+$48.9K2026-10-14
Northside Capital Management, LLC
INCREASED3,5523,479+73+2%$3.3M$3.2M-$21.0K2026-10-13
Signal Advisors Wealth, LLC
INCREASED3,5311,792+1,739+97%$1.7M$3.2M+$1.5M2026-10-13
AlphaStar Capital Management, LLC
INCREASED3,5252,870+655+23%$2.7M$3.2M+$523.6K2026-10-16
Arjuna Capital
DECREASED3,5203,584-64-2%$3.4M$3.2M-$148.3K2026-11-03
Vestor Capital, LLC
INCREASED3,510646+2,864+443%$160$300+$1402026-11-04
Shepherd Financial Partners LLC
UNCHANGED3,5013,50100%$3.3M$3.2M-$87.6K2026-11-03
Cyndeo Wealth Partners, LLC
DECREASED3,4993,571-72-2%$3.3M$3.2M-$155.3K2026-10-16
Oxler Private Wealth LLC
DECREASED3,4983,549-51-1%$3.3M$3.2M-$136.1K2026-10-21
Kingsman Wealth Management, Inc.
INCREASED3,4843,361+123+4%$3.1M$3.2M+$26.8K2026-10-13
Hilltop National Bank
DECREASED3,4803,597-117-3%$3.4M$3.2M-$196.9K2026-10-14
Nadler Financial Group, Inc.
INCREASED3,4763,377+99+3%$3.2M$3.2M+$5.6K2026-10-23
Roman Butler Fullerton & Co
INCREASED3,4763,426+50+1%$3.2M$3.5M+$287.2K2026-10-27
Strategy Asset Managers LLC
INCREASED3,4743,262+212+7%$3.1M$3.2M+$110.7K2026-10-14
LifeGoal Investments, LLC
INCREASED3,467504+2,963+588%$471.5K$3.2M+$2.7M2026-10-09
Castle Rock Wealth Management, LLC
DECREASED3,4533,725-272-7%$3.4M$3.2M-$214.3K2026-10-09
Lanark Financial, Inc.
INCREASED3,4482,356+1,092+46%$2.2M$3.1M+$934.3K2026-10-26
Lakeshore Capital Group, Inc.
INCREASED3,4433,132+311+10%$2.9M$3.1M+$204.8K2026-10-20
Obermeyer Wealth Partners
INCREASED3,4433,403+40+1%$3.2M$3.1M-$49.1K2026-10-21
Ashton Thomas Securities, LLC
DECREASED3,4393,708-269-7%$3.5M$3.1M-$333.4K2026-10-26
Heck Capital Advisors, LLC
INCREASED3,438344+3,094+899%$321.8K$3.1M+$2.8M2026-10-14
Legacy Wealth Management, LLC / MS
DECREASED3,4293,702-273-7%$3.5M$3.1M-$341.4K2026-10-30
St. Louis Financial Planners Asset Management, LLC
NEW3,413—+3,413——$3.1M—2026-10-16
XML Financial, LLC
DECREASED3,4093,744-335-9%$3.5M$3.1M-$398.5K2026-10-29
Garner Asset Management Corp
DECREASED3,3993,437-38-1%$3.2M$3.4M+$201.7K2026-10-30
71 West Capital Partners
DECREASED3,3903,587-197-5%$3.4M$3.1M-$269.5K2026-11-04
Accuvest Global Advisors
DECREASED3,3803,394-140%$3.2M$3.1M-$98.0K2026-11-04
O'Brien Greene & Co. Inc
DECREASED3,3773,404-27-1%$3.2M$3.1M-$110.1K2026-11-05
Fjell Capital, LLC
INCREASED3,3773,364+13+0%$3.1M$3.1M-$72.6K2026-10-13
Shelter Rock Management, LLC
INCREASED3,3743,218+156+5%$3.0M$3.1M+$73.4K2026-10-09
AK Global Asset Management, LLC
DECREASED3,3653,390-25-1%$3.2M$3.1M-$107.9K2026-10-27
Patriot Financial Group Insurance Agency, LLC
DECREASED3,3627,424-4,062-55%$6.9M$3.1M-$3.9M2026-10-14
CGN Advisors LLC
INCREASED3,3612,916+445+15%$2.7M$3.1M+$331.6K2026-10-21
Forum Financial Management, LP
DECREASED3,3613,527-166-5%$3.3M$3.1M-$239.3K2026-10-16
Princeton Capital Management LLC
DECREASED3,3613,514-153-4%$3.3M$3.1M-$227.6K2026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED3,3563,35600%$3.1M$3.4M+$277.7K2026-10-29
Brown, Lisle Ings, Inc.
DECREASED3,3423,382-40-1%$3.2M$3.0M-$121.4K2026-10-16
Armstrong, Fleming & Moore, Inc
INCREASED3,3373,248+89+3%$3.0M$3.0M-$6082026-10-28
Beaumont Financial Advisors, LLC
INCREASED3,3133,279+34+1%$3.1M$3.0M-$51.3K2026-10-22
SS&H Financial Advisors, Inc.
INCREASED3,3053,155+150+5%$3.0M$3.0M+$57.0K2026-10-28
Triton Wealth Management, Pllc
DECREASED3,3023,586-284-8%$3.4M$3.4M-$36.0K2026-11-04
Westhampton Capital, LLC
DECREASED3,3023,312-100%$3.1M$3.0M-$92.3K2026-10-30
BCM Advisors, LLC
DECREASED3,2993,335-36-1%$3.1M$3.3M+$221.2K2026-11-03
Eads & Heald Wealth Management
DECREASED3,2943,323-29-1%$3.1M$3.0M-$109.9K2026-10-29
Krilogy Financial LLC
DECREASED3,2923,687-395-11%$3.4M$3.2M-$291.4K2026-10-13
Klingman & Associates, LLC
DECREASED3,2873,349-62-2%$3.1M$3.0M-$140.6K2026-10-20
Smithbridge Asset Management Inc
INCREASED3,2602,760+500+18%$2.6M$3.0M+$385.8K2026-10-19
Claro Advisors Inc.
INCREASED3,2502,430+820+34%$2.3M$3.0M+$685.1K2026-11-02
Elmwood Wealth Management, Inc.
DECREASED3,2503,256-60%$3.0M$3.0M-$87.3K2026-10-14
Benedict Financial Advisors Inc
DECREASED3,2493,301-52-2%$3.1M$3.0M-$130.3K2026-10-07
Orange Investment Advisors, Inc.
INCREASED3,242924+2,318+251%$864.4K$3.0M+$2.1M2026-10-23
Oak Thistle LLC
DECREASED3,2403,835-595-16%$3.6M$2.9M-$638.0K2026-10-21
Deltec Asset Management LLC
DECREASED3,2353,485-250-7%$3.3M$2.9M-$315.2K2026-10-26
Sculati Wealth Management, LLC
INCREASED3,2303,229+1+0%$3.0M$3.1M+$60.9K2026-10-19
Stackstone Wealth, LLC
NEW3,228—+3,228——$2.9M—2026-10-19
Independence Bank of Kentucky
DECREASED3,2233,284-61-2%$3.1M$2.9M-$138.1K2026-10-26
Facet Wealth, Inc.
DECREASED3,2073,215-80%$3.0M$2.9M-$87.6K2026-11-04
Ninety One North America, Inc.
DECREASED3,2044,626-1,422-31%$4.3M$2.9M-$1.4M2026-10-15
Central Pacific Bank - Trust Division
DECREASED3,1963,797-601-16%$3.6M$2.9M-$642.5K2026-10-06
Mitchell & Pahl Private Wealth, LLC
INCREASED3,1893,050+139+5%$2.9M$2.9M+$49.9K2026-10-14
Alta Advisers Ltd
INCREASED3,1751,666+1,509+91%$1.6M$2.9M+$1.3M2026-11-02
Chatham Capital Group, Inc.
INCREASED3,1673,064+103+3%$2.9M$2.9M+$16.8K2026-10-16
Insight Advisors, LLC/ PA
DECREASED3,1643,169-50%$3.0M$2.9M-$85.7K2026-10-22
Torrey Growth & Income Advisors
INCREASED3,1503,146+4+0%$3.0M$2.9M-$55.6K2026-11-04
Parkside Financial Bank & Trust
DECREASED3,1483,215-67-2%$3.0M$2.9M-$141.8K2026-10-27
Strategic Blueprint, LLC
INCREASED3,1472,757+390+14%$2.6M$2.9M+$285.6K2026-10-22
Mainsail Financial Group, LLC
INCREASED3,1463,047+99+3%$2.9M$2.9M+$13.7K2026-10-23
Guardian Investment Management
DECREASED3,1344,635-1,501-32%$4.3M$2.9M-$1.5M2026-10-23
Core Wealth Partners LLC
DECREASED3,1133,628-515-14%$3.4M$2.8M-$560.2K2026-11-02
DB&C Advisors, LLC
DECREASED3,1023,109-70%$2.9M$2.8M-$84.7K2026-10-26
Founders Financial Securities LLC
DECREASED3,1013,160-59-2%$3.0M$2.8M-$133.4K2026-10-28
Valley Brook Capital Group, Inc.
UNCHANGED3,1003,10000%$2.9M$2.8M-$77.8K2026-10-26
Chemistry Wealth Management LLC
INCREASED3,0933,087+6+0%$2.9M$2.8M-$72.9K2026-10-16
Woodard & Co Asset Management Group Inc
INCREASED3,0813,039+42+1%$2.8M$2.8M-$38.9K2026-11-03
Value Partners Investments Inc.
DECREASED3,0703,078-80%$2.9M$2.8M-$71.7K2026-10-19
Advisor OS, LLC
DECREASED3,0683,225-157-5%$3.0M$2.8M-$223.5K2026-11-03
Davidson Capital Management Inc.
INCREASED3,0642,988+76+3%$2.8M$2.8M-$5.9K2026-10-15
Inscription Capital, LLC
DECREASED3,0503,337-287-9%$3.1M$2.8M-$344.5K2026-11-02
First County Bank
INCREASED3,0502,959+91+3%$2.8M$2.8M+$8.5K2026-10-13
Manchester Capital Management LLC
DECREASED3,0493,247-198-6%$3.0M$2.8M-$261.8K2026-10-22
Verus Capital Partners, LLC
INCREASED3,0413,028+13+0%$2.8M$2.8M-$64.2K2026-11-03
Third View Private Wealth, LLC
DECREASED3,0403,050-100%$2.9M$2.8M-$85.9K2026-10-30
Cidel Asset Management Inc
INCREASED3,0122,825+187+7%$2.6M$2.7M+$99.2K2026-10-29
Plancorp, LLC
INCREASED3,0012,920+81+3%$2.7M$3.0M+$332.7K2026-11-03
Summit Place Financial Advisors, LLC
DECREASED3,0013,019-18-1%$2.8M$2.7M-$92.3K2026-10-23
Jm2 Capital Inc.
INCREASED2,9932,973+20+1%$2.8M$2.7M-$56.3K2026-10-14
Cpwa, LLC
DECREASED2,9812,984-30%$2.8M$2.9M+$68.1K2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED2,9712,830+141+5%$2.6M$2.7M+$58.0K2026-10-14
Terra Nova Asset Management LLC
DECREASED2,9673,649-682-19%$3.4M$2.7M-$712.6K2026-10-13
Peak Financial Advisors LLC
DECREASED2,9563,397-441-13%$3.2M$2.7M-$486.6K2026-10-28
Commonwealth Financial Services, LLC
DECREASED2,9495,264-2,315-44%$3.0M$2.7M-$340.4K2026-10-20
Hixon Zuercher, LLC
INCREASED2,9442,938+6+0%$2.7M$2.7M-$68.3K2026-10-13
Triad Wealth Partners, LLC
DECREASED2,9414,249-1,308-31%$4.1M$2.7M-$1.4M2026-10-26
Wealth Management Partners, LLC
DECREASED2,9362,967-31-1%$2.8M$2.7M-$102.8K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED2,9343,009-75-2%$2.8M$2.7M-$143.1K2026-10-14
Cutler Investment Counsel LLC
DECREASED2,9292,936-70%$2.7M$2.7M-$79.7K2026-10-28
Agate Pass Investment Management, LLC
INCREASED2,9262,903+23+1%$2.7M$2.7M-$52.1K2026-10-20
Visionary Wealth Advisors
DECREASED2,9152,999-84-3%$2.8M$2.7M-$152.1K2026-11-04
Creative Financial Designs Inc
INCREASED2,9142,735+179+7%$2.6M$2.7M+$94.4K2026-11-04
M Holdings Securities, Inc.
NEW2,911—+2,911——$2.9K—2026-11-03
Financial Insights, Inc.
INCREASED2,9042,632+272+10%$2.5M$2.6M+$181.5K2026-10-27
Quadrant Private Wealth Management, LLC
DECREASED2,9042,978-74-2%$2.8M$2.6M-$142.8K2026-11-04
Guidance Capital, Inc
INCREASED2,8992,821+78+3%$2.7M$3.0M+$349.3K2026-11-03
Naples Global Advisors, LLC
DECREASED2,8972,903-60%$2.7M$2.6M-$78.4K2026-11-05
Integral Investment Advisors, Inc.
DECREASED2,8952,898-30%$2.7M$2.6M-$75.5K2026-11-03
Ascentis Wealth Management, LLC
INCREASED2,8922,691+201+7%$2.5M$2.6M+$115.6K2026-11-03
Marion Wealth Management
INCREASED2,8922,765+127+5%$2.6M$2.6M+$46.3K2026-10-22
Atticus Wealth Management, LLC
DECREASED2,8672,971-104-3%$2.8M$2.6M-$168.9K2026-10-20
Cornell Pochily Investment Advisors, Inc.
DECREASED2,8602,980-120-4%$2.8M$2.6M-$184.0K2026-10-19
Toth Financial Advisory Corp
DECREASED2,8582,862-40%$2.7M$2.6M-$76.3K2026-10-08
Accurate Wealth Management, LLC
DECREASED2,8313,544-713-20%$3.2M$2.7M-$544.0K2026-10-20
Baer Investment Advisory LLC
NEW2,830—+2,830——$2.6M—2026-10-13
Financial Synergies Wealth Advisors, Inc.
INCREASED2,8212,796+25+1%$2.6M$2.6M-$47.4K2026-10-16
Indivisible Partners
INCREASED2,8142,158+656+30%$2.0M$2.6M+$543.4K2026-10-26
Rydar Equities, Inc.
INCREASED2,8142,720+94+3%$2.6M$2.7M+$97.9K2026-10-13
Global Trust Asset Management, LLC
INCREASED2,8122,767+45+2%$2.6M$2.6M-$27.7K2026-10-19
TD Private Client Wealth LLC
DECREASED2,8082,831-23-1%$2.6M$2.6M-$92.1K2026-10-28
Supplemental Annuity Collective Trust of NJ
DECREASED2,8062,846-40-1%$2.7M$2.6M-$107.9K2026-11-02
Herold Advisors, Inc.
INCREASED2,8052,590+215+8%$2.4M$2.6M+$126.5K2026-10-19
Realta Investment Advisors
INCREASED2,7962,710+86+3%$2.5M$2.5M+$10.4K2026-10-14
Portfolio Design Labs, LLC
INCREASED2,7912,739+52+2%$2.6M$2.5M-$21.5K2026-11-04
Focused Alpha, LLC
DECREASED2,7902,900-110-4%$2.7M$2.5M-$172.9K2026-10-20
Vivid Wealth Management, LLC
DECREASED2,7812,852-71-2%$2.7M$2.5M-$135.8K2026-10-27
NovaPoint Capital, LLC
DECREASED2,7672,826-59-2%$2.6M$2.5M-$124.7K2026-10-22
Alpha Family Trust
UNCHANGED2,7652,76500%$2.6M$2.6M$02026-11-04
Trace Wealth Advisors, LLC
INCREASED2,7582,748+10+0%$2.6M$2.5M-$60.0K2026-10-30
Commons Capital, LLC
DECREASED2,7512,920-169-6%$2.7M$2.5M-$227.1K2026-11-05
Manchester Financial Inc
INCREASED2,7482,707+41+2%$2.5M$2.5M-$30.2K2026-10-15
AA Financial Advisors, LLC
INCREASED2,7222,606+116+4%$2.4M$2.5M+$39.6K2026-10-19
Legacy Bridge, LLC
DECREASED2,7222,751-29-1%$2.6M$2.5M-$95.5K2026-10-28
Prudent Man Advisors, LLC
DECREASED2,7212,758-37-1%$2.6M$2.5M-$103.0K2026-11-03
Smith Chas P & Associates PA Cpas
DECREASED2,7172,826-109-4%$2.6M$2.7M+$43.8K2026-10-22
Concord Wealth Partners
DECREASED2,7062,742-36-1%$2.6M$2.5M-$102.5K2026-11-02
ARS Wealth Advisors Group, LLC
DECREASED2,7052,802-97-3%$2.6M$2.5M-$158.7K2026-10-16
Putney Financial Group LLC
INCREASED2,7042,223+481+22%$2.1M$2.5M+$382.0K2026-10-30
D.B. Root & Company, LLC
INCREASED2,7032,702+1+0%$2.5M$2.5M-$66.7K2026-11-04
Northstar Asset Management Co
INCREASED2,6932,688+5+0%$2.5M$2.7M+$175.1K2026-10-22
Cache Advisors, LLC
INCREASED2,6892,654+35+1%$2.5M$2.4M-$34.8K2026-10-16
Root Financial Partners, LLC
DECREASED2,6872,872-185-6%$2.7M$2.4M-$240.5K2026-10-21
Viewpoint Capital Management LLC
DECREASED2,6852,710-25-1%$2.5M$2.4M-$90.7K2026-10-27
Bell Bank
INCREASED2,6832,566+117+5%$2.4M$2.4M+$42.0K2026-10-21
Accredited Investors Inc.
DECREASED2,6792,722-43-2%$2.5M$2.4M-$107.1K2026-11-03
Forza Wealth Management, LLC
INCREASED2,6662,598+68+3%$2.4M$2.4M-$3.4K2026-10-20
SC&H Financial Advisors, Inc.
UNCHANGED2,6642,66400%$2.5M$2.4M-$66.9K2026-10-14
United Advisor Group, LLC
INCREASED2,6632,588+75+3%$2.4M$2.4M+$3.4K2026-11-03
Convergence Financial, LLC
DECREASED2,6495,326-2,677-50%$5.0M$2.4M-$2.6M2026-10-27
Concord Asset Management, LLC
INCREASED2,6472,621+26+1%$2.5M$2.4M-$42.6K2026-11-02
WealthCare Asset Management, LLC
INCREASED2,6461,160+1,486+128%$1.1M$2.4M+$1.3M2026-10-26
Beutel, Goodman & Co Ltd.
DECREASED2,6452,745-100-4%$2.6M$2.4M-$160.0K2026-11-04
Fulton Breakefield Broenniman LLC
INCREASED2,6422,641+1+0%$2.5M$2.4M-$65.5K2026-11-03
Hudson Canyon Capital Management
DECREASED2,6372,789-152-5%$2.6M$2.4M-$208.5K2026-11-04
PCG Asset Management, LLC
NEW2,634—+2,634——$2.4M—2026-11-05
JFS Wealth Advisors, LLC
DECREASED2,6342,636-20%$2.5M$2.4M-$68.0K2026-11-03
Grandview Asset Management LLC
DECREASED2,6322,794-162-6%$2.6M$2.4M-$217.8K2026-10-19
Farrow Financial, Inc.
INCREASED2,6212,581+40+2%$2.4M$2.4M-$28.4K2026-10-30
Shuttleworth & Co
INCREASED2,6202,572+48+2%$2.4M$2.4M-$20.9K2026-10-30
LEE Danner & Bass Inc
DECREASED2,6182,650-32-1%$2.5M$2.4M-$95.7K2026-10-27
Investment Advisory Services Inc
DECREASED2,6052,614-90%$2.4M$2.4M-$74.5K2026-10-27
Y-Intercept (Hong Kong) Ltd
DECREASED2,59723,655-21,058-89%$22.1M$2.4M-$19.8M2026-10-16
Tower Trust & Investment Co
INCREASED2,5852,567+18+1%$2.4M$2.4M-$48.1K2026-10-28
Portside Wealth Group, LLC
DECREASED2,5792,811-232-8%$2.6M$2.3M-$281.7K2026-10-20
TritonPoint Partners, LLC
DECREASED2,5756,200-3,625-58%$5.8M$2.3M-$3.5M2026-11-05
Patrick M Sweeney & Associates, Inc
INCREASED2,5752,571+4+0%$2.4M$2.3M-$61.0K2026-10-22
Sky Investment Group LLC
INCREASED2,5602,352+208+9%$2.2M$2.3M+$130.2K2026-10-30
Trust Point Inc.
INCREASED2,5562,187+369+17%$2.0M$2.3M+$281.0K2026-10-27
Wealth Alliance Advisory Group, LLC
INCREASED2,5552,147+408+19%$2.0M$2.3M+$317.6K2026-10-14
Old Second National Bank of Aurora
DECREASED2,5442,648-104-4%$2.5M$2.3M-$161.2K2026-10-22
Rational Advisors, Inc.
INCREASED2,5442,522+22+1%$2.4M$2.3M-$43.4K2026-11-02
Rockingstone Advisors LLC
INCREASED2,5002,495+5+0%$2.3M$2.3M-$58.1K2026-10-16
Prescott Group Capital Management, L.L.C.
UNCHANGED2,4992,49900%$2.3M$2.3M-$62.8K2026-10-30
Victory Financial Group, LLC
INCREASED2,4912,234+257+12%$2.1M$2.3M+$177.8K2026-10-27
Canopy Partners, LLC
INCREASED2,4902,357+133+6%$2.2M$2.3M+$61.8K2026-10-28
MBL Wealth, LLC
DECREASED2,4892,571-82-3%$2.4M$2.3M-$139.3K2026-10-22
MBM Wealth Consultants, LLC
INCREASED2,4882,312+176+8%$2.2M$2.3M+$102.1K2026-10-20
Ted Buchan & Co
DECREASED2,4802,584-104-4%$2.4M$2.3M-$159.6K2026-10-23
Curran Financial Partners, LLC
INCREASED2,4732,471+2+0%$2.3M$2.3M-$60.7K2026-11-04
Argent Capital Management LLC
DECREASED2,4702,480-100%$2.3M$2.2M-$71.4K2026-10-05
GS Investments, Inc.
INCREASED2,4692,457+12+0%$2.3M$2.2M-$50.8K2026-11-05
SeaBridge Investment Advisors LLC
INCREASED2,4662,461+5+0%$2.3M$2.2M-$57.3K2026-11-02
Vigilare Wealth Management
UNCHANGED2,4482,44800%$2.3M$2.2M-$61.3K2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED2,4472,433+14+1%$1.7M$1.5M-$271.8K2026-11-04
FCG Investment Co
INCREASED2,4432,415+28+1%$2.3M$2.2M-$35.2K2026-10-13
Silverlake Wealth Management LLC
DECREASED2,4422,459-17-1%$2.3M$2.2M-$77.2K2026-10-21
Bennett Selby Investments LP
INCREASED2,4402,423+17+1%$2.3M$2.2M-$45.4K2026-10-19
Emprise Bank
DECREASED2,4272,467-40-2%$2.3M$2.2M-$98.4K2026-10-07
Greenspring Advisors, LLC
DECREASED2,4242,444-20-1%$2.3M$2.2M-$79.5K2026-11-05
Malaga Cove Capital, LLC
DECREASED2,4212,587-166-6%$2.4M$2.2M-$216.1K2026-10-23
ZWJ Investment Counsel Inc
INCREASED2,4212,412+9+0%$2.3M$2.2M-$52.4K2026-10-15
Forbes J M & Co LLP
INCREASED2,4192,407+12+1%$2.3M$2.2M-$49.6K2026-10-16
Constitution Capital LLC
DECREASED2,4162,452-36-1%$2.3M$2.2M-$94.4K2026-10-23
Compass Wealth Management LLC
DECREASED2,4082,433-25-1%$2.3M$2.2M-$83.9K2026-10-22
SkyOak Wealth, LLC
INCREASED2,4062,291+115+5%$2.1M$2.2M+$47.1K2026-10-28
Challenger Wealth Management
INCREASED2,3972,343+54+2%$2.2M$2.2M-$9.7K2026-10-30
Oakworth Capital, Inc.
INCREASED2,3942,379+15+1%$2.2M$2.2M-$40.5K2026-10-26
Independent Investors Inc
DECREASED2,3902,415-25-1%$2.3M$2.2M-$83.4K2026-10-30
Letson Investment Management, Inc.
DECREASED2,3842,397-13-1%$2.2M$2.2M-$72.1K2026-11-05
Ellis Investment Partners, LLC
INCREASED2,3672,365+2+0%$2.2M$2.2M-$58.2K2026-10-21
Advisory Resource Group
INCREASED2,3582,000+358+18%$1.9M$2.1M+$276.2K2026-10-26
Guyasuta Investment Advisors Inc
DECREASED2,3572,377-20-1%$2.2M$2.1M-$78.1K2026-10-15
Tradewinds Capital Management, LLC
INCREASED2,3521,293+1,059+82%$1.2M$2.1M+$931.7K2026-10-23
Massachusetts Wealth Management
DECREASED2,3502,560-210-8%$2.4M$2.1M-$255.5K2026-10-21
Matrix Trust Co
INCREASED2,3472,194+153+7%$2.1M$2.1M+$85.0K2026-10-07
Mainstream Capital Management LLC
INCREASED2,3472,323+24+1%$2.2M$2.1M-$36.5K2026-10-23
Trek Financial, LLC
DECREASED2,3472,356-90%$2.2M$2.1M-$67.4K2026-10-29
Machina Capital S.A.S.
DECREASED2,3464,769-2,423-51%$4.5M$2.1M-$2.3M2026-11-05
Busey Bank
DECREASED2,3452,453-108-4%$2.3M$2.1M-$160.0K2026-10-26
Xcel Wealth Management, LLC
DECREASED2,3402,612-272-10%$2.4M$2.1M-$313.3K2026-10-26
Kennedy Investment Group, Inc.
DECREASED2,3362,353-17-1%$2.2M$2.1M-$74.0K2026-10-21
ANB Bank
UNCHANGED2,3352,33500%$2.2M$2.1M-$58.7K2026-10-09
BKM Wealth Management, LLC
INCREASED2,3331,970+363+18%$1.8M$2.1M+$280.9K2026-10-22
High Net Worth Advisory Group LLC
DECREASED2,3322,592-260-10%$2.4M$2.1M-$301.8K2026-10-26
Abacus Planning Group, Inc.
INCREASED2,3312,283+48+2%$2.1M$2.1M-$14.1K2026-11-02
Union Savings Bank
UNCHANGED2,3202,32000%$2.2M$2.1M-$58.3K2026-10-14
Aspiriant, LLC
DECREASED2,3192,357-38-2%$2.2M$2.1M-$94.7K2026-10-16
Petersen Hastings Wealth Advisors Inc.
DECREASED2,3152,319-40%$2.2M$2.1M-$62.2K2026-10-27
Bria Capital Group, LLC
INCREASED2,3112,151+160+7%$2.0M$2.1M+$91.6K2026-10-22
First United Bank & Trust
DECREASED2,3092,359-50-2%$2.2M$2.1M-$104.8K2026-10-22
KW Wealth Management LLC
NEW2,304—+2,304——$2.1M—2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED2,2972,237+60+3%$2.1M$2.1M-$2.0K2026-10-13
Comprehensive Financial Planning, Inc.
INCREASED2,2922,275+17+1%$2.1M$2.1M-$41.6K2026-10-27
Scott & Selber, Inc.
DECREASED2,2882,293-50%$2.1M$2.1M-$62.2K2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED2,2842,352-68-3%$2.2M$2.1M-$121.0K2026-10-27
Fulcrum Asset Management LLP
DECREASED2,26710,779-8,512-79%$10.2M$2.1M-$8.1M2026-11-04
Arrow Financial Corp
DECREASED2,2603,395-1,135-33%$3.2M$2.1M-$1.1M2026-10-26
Fragasso Financial Advisors Inc
INCREASED2,2582,109+149+7%$2.0M$2.1M+$164.8K2026-10-13
MSH Capital Advisors LLC
DECREASED2,2522,552-300-12%$2.4M$2.1M-$337.0K2026-11-03
Investors Asset Management of Georgia Inc
DECREASED2,2502,260-100%$2.1M$2.0M-$65.9K2026-10-20
Axxion S.A.
UNCHANGED2,2432,24300%$2.1M$2.0M-$56.4K2026-10-22
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED2,2382,23800%$2.1M$2.0M-$56.2K2026-10-21
Iowa State Bank
INCREASED2,2352,111+124+6%$2.0M$2.0M+$59.8K2026-10-06
Altman Advisors, Inc.
INCREASED2,2332,220+13+1%$2.1M$2.0M-$44.9K2026-11-05
Solstein Capital, LLC
UNCHANGED2,2252,22500%$2.1M$2.0M-$55.9K2026-11-02
Central Valley Advisors, LLC
DECREASED2,2202,390-170-7%$2.2M$2.0M-$214.8K2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED2,2122,424-212-9%$2.3M$2.0M-$254.2K2026-10-20
City State Bank
DECREASED2,2032,212-90%$2.1M$2.0M-$63.8K2026-10-20
Louisbourg Investments Inc.
UNCHANGED2,2002,20000%$2.1M$2.0M-$55.3K2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED2,1911,253+938+75%$1.2M$2.0M+$822.5K2026-10-28
Flavin Financial Services, Inc.
INCREASED2,1911,887+304+16%$1.8M$2.0M+$229.3K2026-10-21
Rinkey Investments
UNCHANGED2,1852,18500%$2.0M$2.0M-$54.9K2026-10-28
Wealth Group, Ltd.
DECREASED2,1786,943-4,765-69%$6.5M$2.0M-$4.5M2026-10-30
Clarus Wealth Advisors
INCREASED2,1741,931+243+13%$1.8M$2.1M+$218.4K2026-10-13
Corps Capital Advisors, LLC
UNCHANGED2,1742,17400%$2.0M$2.0M-$54.6K2026-11-05
Elser Financial Planning, Inc
DECREASED2,1622,268-106-5%$2.1M$2.0M-$153.5K2026-10-16
Denver PWM, LLC
UNCHANGED2,1592,15900%$2.1M$2.0M-$109.6K2026-10-22
Pinnacle Bancorp, Inc.
DECREASED2,1484,900-2,752-56%$4.6M$2.0M-$2.6M2026-10-21
Silvia Mccoll Wealth Management, LLC
DECREASED2,1462,154-80%$2.0M$2.0M-$61.4K2026-10-07
Suncoast Equity Management
INCREASED2,1441,409+735+52%$1.3M$2.0M+$633.7K2026-11-03
Kampmann Melissa S.
INCREASED2,1432,076+67+3%$1.9M$2.0M+$8.8K2026-10-28
Commonwealth Retirement Investments LLC
DECREASED2,1422,171-29-1%$2.0M$1.9M-$81.0K2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED2,1342,285-151-7%$2.1M$1.9M-$194.8K2026-10-09
Silphium Asset Management Ltd
UNCHANGED2,1282,12800%$2.0M$1.9M-$53.5K2026-10-27
Tempus Wealth Planning, LLC
INCREASED2,1201,971+149+8%$1.8M$1.9M+$86.4K2026-10-14
Clearwave Capital, LLC
INCREASED2,1192,082+37+2%$1.9M$1.9M-$18.3K2026-10-27
Midwest Financial Group LLC
INCREASED2,1121,920+192+10%$1.8M$1.9M+$126.8K2026-10-15
Intesa Sanpaolo Wealth Management
UNCHANGED2,1102,11000%$2.0M$1.9M-$53.0K2026-10-28
KWB Wealth
DECREASED2,1052,109-40%$2.0M$1.9M-$56.8K2026-10-16
Essex Bank
INCREASED2,0991,853+246+13%$1.7M$1.9M+$177.4K2026-10-16
Rhodes Investment Advisors Inc
INCREASED2,0971,561+536+34%$1.5M$1.9M+$448.7K2026-10-07
Globalt Investments LLC / GA
DECREASED2,0972,217-120-5%$2.1M$1.9M-$165.0K2026-10-27
Welch Group, LLC
DECREASED2,0932,114-21-1%$2.0M$1.9M-$72.2K2026-10-29
St. Johns Investment Management Company, LLC
DECREASED2,0842,095-11-1%$2.0M$1.9M-$62.7K2026-10-30
Triangle Securities Wealth Management
INCREASED2,0822,065+17+1%$1.9M$1.9M-$36.4K2026-10-14
Vaughan David Investments LLC
INCREASED2,0791,970+109+6%$1.8M$1.9M+$50.0K2026-11-05
LVW Advisors, LLC
DECREASED2,0792,156-77-4%$2.0M$1.9M-$124.3K2026-10-19
First Heartland Consultants, Inc.
DECREASED2,0792,101-22-1%$2.0M$1.9M-$73.8K2026-10-08
Dudley Capital Management, LLC
DECREASED2,0782,273-195-9%$2.1M$1.9M-$234.6K2026-10-23
ARQ Wealth Advisors, LLC
DECREASED2,0772,278-201-9%$2.1M$1.9M-$221.6K2026-10-29
Tufton Capital Management
DECREASED2,0742,260-186-8%$2.1M$1.9M-$226.0K2026-10-20
Associated Banc-Corp
DECREASED2,0682,323-255-11%$2.2M$1.9M-$290.5K2026-10-30
Opinicus Capital, Inc.
INCREASED2,0642,061+3+0%$1.9M$1.9M-$48.9K2026-10-28
Cornerstone Wealth Group, LLC
INCREASED2,0612,040+21+1%$1.9M$1.9M-$31.9K2026-11-02
Magnus Financial Group LLC
INCREASED2,0601,959+101+5%$1.8M$1.9M+$43.1K2026-10-21
Redhawk Wealth Advisors, Inc.
DECREASED2,0582,664-606-23%$2.5M$1.9M-$618.9K2026-10-14
Certuity, LLC
DECREASED2,0552,103-48-2%$2.0M$1.9M-$98.2K2026-11-02
Retirement Solution LLC
INCREASED2,0511,475+576+39%$1.4M$1.9M+$486.9K2026-10-27
JSF Financial, LLC
INCREASED2,0501,937+113+6%$1.8M$1.9M+$54.2K2026-10-22
Petros Family Wealth, LLC
INCREASED2,0431,848+195+11%$1.7M$1.9M+$130.9K2026-10-28
Ables, Iannone, Moore & Associates, Inc.
INCREASED2,0432,039+4+0%$1.9M$1.9M-$47.6K2026-10-06
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED2,0302,431-401-16%$2.3M$1.8M-$425.5K2026-10-29
LCM Capital Management Inc
UNCHANGED2,0282,02800%$1.9M$1.8M-$51.0K2026-10-20
Searle & Co.
DECREASED2,0262,044-18-1%$1.9M$1.8M-$67.8K2026-11-04
Broadway Wealth Solutions, Inc.
INCREASED2,0262,017+9+0%$1.9M$1.8M-$42.5K2026-10-21
Lederer & Associates Investment Counsel
DECREASED2,0242,106-82-4%$2.0M$1.8M-$127.0K2026-10-23
Arkfeld Wealth Strategies, L.L.C.
DECREASED2,0242,028-40%$1.9M$1.9M-$19.4K2026-10-19
First Nebraska Trust Co
UNCHANGED2,0242,02400%$1.9M$1.8M-$50.9K2026-10-30
Advisory Solutions Group, LLC
INCREASED2,0191,508+511+34%$1.4M$1.8M+$427.2K2026-10-14
Pines Wealth Management, LLC
INCREASED2,0192,007+12+1%$1.9M$1.8M-$39.5K2026-10-21
Washburn Capital Management, Inc.
INCREASED2,0181,997+21+1%$1.9M$1.8M-$30.9K2026-10-19
Arsenal Capital Advisors LLC
INCREASED2,0181,999+19+1%$1.9M$1.8M-$33.5K2026-11-02
Crescent Sterling, Ltd.
INCREASED2,0011,948+53+3%$1.8M$1.8M-$7062026-10-16
St. Clair Advisors, LLC
INCREASED2,0001,975+25+1%$1.8M$1.8M-$26.9K2026-10-13
Moss Adams Wealth Advisors LLC
DECREASED1,9962,448-452-18%$2.3M$1.8M-$472.1K2026-10-28
PFW Advisors LLC
DECREASED1,9932,001-80%$1.9M$1.8M-$57.6K2026-10-07
Crystal Rock Capital Management
DECREASED1,9902,155-165-8%$2.0M$1.8M-$204.4K2026-10-28
Wealth Quarterback LLC
INCREASED1,9881,934+54+3%$1.8M$1.8M-$202026-10-20
Marin Bay Wealth Advisors, LLC
DECREASED1,9871,994-70%$1.9M$1.8M-$56.8K2026-10-28
Dumont & Blake Investment Advisors LLC
INCREASED1,9751,217+758+62%$1.1M$1.8M+$659.5K2026-10-28
Laurion Capital Management LP
DECREASED1,9672,052-85-4%$1.9M$1.8M-$128.9K2026-10-30
Physician Wealth Advisors, Inc.
INCREASED1,9611,890+71+4%$1.8M$1.8M+$17.6K2026-10-20
Norris Perne & French LLP
UNCHANGED1,9611,96100%$1.8M$1.8M-$49.3K2026-10-23
Zullo Investment Group, Inc.
DECREASED1,9581,959-10%$1.8M$1.8M-$50.7K2026-10-20
Decision Investments, Inc
DECREASED1,9571,959-20%$1.8M$1.8M-$51.0K2026-10-07
Texas Bank & Trust Co
INCREASED1,9551,918+37+2%$1.8M$1.8M-$14.5K2026-11-04
Mitchell Sinkler & Starr
DECREASED1,9511,954-30%$1.8M$1.8M-$51.8K2026-10-13
Allegheny Financial Group
DECREASED1,9501,994-44-2%$1.9M$1.8M-$89.7K2026-11-05
Markowski Investments
DECREASED1,9462,265-319-14%$2.1M$1.8M-$347.6K2026-10-30
Richwood Investment Advisors, LLC
INCREASED1,9281,825+103+6%$1.7M$1.8M+$47.9K2026-10-30
Family Legacy Financial Solutions, LLC
INCREASED1,9261,859+67+4%$1.7M$1.8M+$14.1K2026-10-07
Regent Peak Wealth Advisors LLC
UNCHANGED1,9131,91300%$1.8M$1.7M-$47.8K2026-10-13
Ullmann Wealth Partners Group, LLC
DECREASED1,9101,960-50-3%$1.8M$1.7M-$95.5K2026-11-02
S&A Financial Services, Inc.
INCREASED1,9091,906+3+0%$1.8M$1.7M-$45.2K2026-11-03
Oarsman Capital, Inc.
INCREASED1,9081,814+94+5%$1.7M$1.7M+$40.1K2026-11-05
Consilium Wealth Advisory, LLC
INCREASED1,9081,866+42+2%$1.7M$1.7M-$8.5K2026-10-14
BayBridge Capital Group, LLC
INCREASED1,9041,828+76+4%$1.7M$1.7M+$23.2K2026-10-13
Horst & Graben Wealth Management LLC
DECREASED1,8981,910-12-1%$1.8M$1.7M-$38.6K2026-11-02
Whalen Wealth Management Inc.
INCREASED1,8971,829+68+4%$1.7M$1.7M+$16.3K2026-10-08
Private Management Group Inc
DECREASED1,8931,895-20%$1.8M$1.7M-$49.4K2026-11-04
Directional Asset Management
DECREASED1,8901,949-59-3%$1.8M$1.7M-$102.0K2026-10-22
Riverbridge Partners LLC
INCREASED1,8881,868+20+1%$1.7M$1.7M-$28.7K2026-11-05
Formuepleje A/S
DECREASED1,8862,237-351-16%$2.1M$1.7M-$375.7K2026-10-15
First Affirmative Financial Network
NEW1,878—+1,878——$1.7M—2026-10-21
United Asset Strategies, Inc.
DECREASED1,8712,816-945-34%$2.6M$1.7M-$930.9K2026-10-28
FSM Wealth Advisors, LLC
DECREASED1,8641,971-107-5%$1.8M$1.8M-$77.6K2026-10-27
Cross Staff Investments Inc
INCREASED1,8611,860+1+0%$1.7M$1.7M-$46.6K2026-10-22
McAdam, LLC
INCREASED1,8581,699+159+9%$1.6M$1.7M+$102.1K2026-10-21
Northbridge Financial Group, LLC
INCREASED1,8581,774+84+5%$1.7M$1.7M+$78.6K2026-11-05
Avalon Capital Management
INCREASED1,8571,257+600+48%$1.2M$1.7M+$514.6K2026-11-04
Live Oak Investment Partners
INCREASED1,8541,832+22+1%$1.7M$1.7M-$26.0K2026-10-23
Trueblood Wealth Management, LLC
INCREASED1,8471,813+34+2%$1.7M$1.7M-$14.7K2026-10-23
Arlington Trust Co LLC
INCREASED1,842583+1,259+216%$545.4K$1.7M+$1.1M2026-10-20
Acropolis Investment Management, LLC
INCREASED1,8341,826+8+0%$1.7M$1.7M-$38.6K2026-10-08
Golden Reserve Retirement LLC
INCREASED1,8321,034+798+77%$967.3K$1.7M+$700.7K2026-11-02
3Chopt Investment Partners, LLC
INCREASED1,8271,639+188+11%$1.5M$1.7M+$130.0K2026-10-30
Navigation Group, LLC
INCREASED1,8251,525+300+20%$1.4M$1.7M+$234.7K2026-10-28
Traphagen Investment Advisors LLC
DECREASED1,8241,889-65-3%$1.8M$1.7M-$106.3K2026-10-14
Olistico Wealth, LLC
INCREASED1,8221,812+10+1%$1.7M$1.7M-$36.4K2026-10-05
Provenance Wealth Advisors, LLC
INCREASED1,821230+1,591+692%$215.2K$1.7M+$1.4M2026-10-30
Fiduciary Family Office, LLC
INCREASED1,8201,779+41+2%$1.7M$1.7M-$7.7K2026-11-04
Orser Capital Management, LLC
INCREASED1,8121,577+235+15%$1.5M$1.6M+$174.3K2026-10-13
Great Waters Wealth Management
DECREASED1,8111,812-10%$1.7M$1.6M-$46.1K2026-10-07
Guardian Financial Partners, LLC
INCREASED1,8101,747+63+4%$1.6M$1.6M+$13.9K2026-11-04
Analyst IMS Investment Management Services Ltd.
DECREASED1,8101,871-61-3%$1.8M$1.6M-$103.0K2026-11-05
Abundance Wealth Counselors
INCREASED1,8101,805+5+0%$1.7M$1.6M-$40.8K2026-10-26
Costello Asset Management, Inc
DECREASED1,8061,844-38-2%$1.7M$1.6M-$81.1K2026-10-30
Orrstown Financial Services Inc
INCREASED1,7951,793+2+0%$1.7M$1.6M-$43.2K2026-10-14
Sound Income Strategies, LLC
UNCHANGED1,7941,79400%$1.7M$1.7M+$22.7K2026-10-09
Abacus Wealth Partners, LLC
INCREASED1,7921,730+62+4%$1.6M$1.6M+$13.0K2026-11-03
Milestone Asset Management, LLC
DECREASED1,7687,030-5,262-75%$6.6M$1.6M-$5.0M2026-10-15
Carlson Financial, Inc.
INCREASED1,7641,760+4+0%$1.6M$1.6M-$42.9K2026-11-05
Tobam
DECREASED1,7632,530-767-30%$2.4M$1.6M-$762.0K2026-11-03
Beacon Capital Management, LLC
DECREASED1,7621,764-20%$1.7M$1.6M-$45.6K2026-10-23
Nicholas Wealth, Llc.
INCREASED1,7601,670+90+5%$1.6M$1.6M+$40.6K2026-10-26
Wright Investors Service Inc
DECREASED1,7562,052-296-14%$1.9M$1.6M-$321.0K2026-11-02
Investment Research Partners LLC
DECREASED1,7541,847-93-5%$1.7M$1.6M-$131.1K2026-10-19
Heritage Wealth Management, Inc.
DECREASED1,7511,754-30%$1.6M$1.6M-$46.8K2026-10-28
Legacy Advisors, LLC
DECREASED1,7502,180-430-20%$2.0M$1.6M-$446.2K2026-10-19
Global Assets Advisory, LLC
DECREASED1,7491,775-26-1%$1.6M$1.6M-$29.0K2026-10-28
Boltwood Capital Management
DECREASED1,7481,761-13-1%$1.6M$1.6M-$56.1K2026-10-02
Keudell ison Wealth Management
INCREASED1,7471,743+4+0%$1.6M$1.6M-$40.2K2026-10-16
Impact Capital Partners LLC
DECREASED1,7441,761-17-1%$1.6M$1.6M-$59.7K2026-10-22
Oak Harvest Investment Services
DECREASED1,73814,682-12,944-88%$13.7M$1.6M-$12.2M2026-10-20
Traveka Wealth, LLC
DECREASED1,7381,762-24-1%$1.6M$1.6M-$66.1K2026-10-19
Red Mountain Financial, LLC
INCREASED1,7331,728+5+0%$1.6M$1.6M-$39.1K2026-11-03
Eagle Global Advisors LLC
INCREASED1,7201,590+130+8%$1.5M$1.6M+$78.4K2026-11-02
Whelan Financial
INCREASED1,7171,442+275+19%$1.3M$1.6M+$213.8K2026-10-28
Lodestar Private Asset Management LLC
DECREASED1,7171,788-71-4%$1.7M$1.6M-$109.5K2026-10-26
Diversified Portfolios, Inc.
INCREASED1,7151,028+687+67%$961.7K$1.6M+$599.6K2026-11-04
Net Worth Advisory Group
INCREASED1,7141,618+96+6%$1.5M$1.6M+$55.2K2026-10-20
Shum Financial Group, Inc.
DECREASED1,7141,715-10%$1.6M$1.6M-$44.0K2026-10-13
Canvas Wealth Advisors, LLC
DECREASED1,7121,958-246-13%$1.8M$1.7M-$126.4K2026-11-02
Sonata Capital Group Inc
DECREASED1,7081,798-90-5%$1.7M$1.6M-$127.1K2026-10-19
Register Financial Advisors LLC
DECREASED1,7021,710-80%$1.6M$1.5M-$50.1K2026-10-23
LVZ, Inc.
INCREASED1,7011,565+136+9%$1.5M$1.5M+$84.5K2026-10-20
Quantum Financial Planning Services, Inc.
DECREASED1,7001,905-205-11%$1.8M$1.5M-$234.3K2026-10-14
Lazari Capital Management, Inc.
DECREASED1,7001,841-141-8%$1.7M$1.5M-$174.6K2026-10-20
BigSur Wealth Management LLC
DECREASED1,7001,800-100-6%$1.7M$1.5M-$136.3K2026-10-13
Shira Ridge Wealth Management
DECREASED1,6991,707-80%$1.6M$1.5M-$50.1K2026-10-09
Crusonia Wealth Advisors LLC
DECREASED1,6941,779-85-5%$1.7M$1.5M-$122.5K2026-10-26
Citizens National Bank Trust Department
INCREASED1,6921,542+150+10%$1.4M$1.5M+$97.8K2026-11-04
Westco Advisory Services Inc
DECREASED1,6901,706-16-1%$1.6M$1.5M-$57.4K2026-10-14
R2 Capital Strategies, LLC
DECREASED1,6821,692-10-1%$1.6M$1.5M-$51.4K2026-10-15
Odyssey Capital Advisors, Inc.
INCREASED1,6791,629+50+3%$1.5M$1.5M+$4.4K2026-10-26
JLB & Associates Inc
UNCHANGED1,6771,67700%$1.6M$1.6M$02026-10-27
Peddock Capital Advisors, LLC
UNCHANGED1,6761,67600%$1.6M$1.5M-$42.1K2026-10-16
American State Bank (Iowa)
INCREASED1,6751,550+125+8%$1.4M$1.5M+$74.8K2026-11-03
Eagle Wealth Advisors LLC
INCREASED1,6691,631+38+2%$1.5M$1.5M-$6.4K2026-10-20
Evermay Wealth Management LLC
DECREASED1,6651,849-184-10%$1.7M$1.5M-$214.0K2026-11-05
Altfest L J & Co Inc
UNCHANGED1,6651,66500%$1.6M$1.5M-$41.7K2026-10-27
Yankcom Partnership
INCREASED1,6611,606+55+3%$1.5M$1.5M+$9.7K2026-10-15
CRA Financial Services, LLC
DECREASED1,6541,671-17-1%$1.6M$1.5M-$56.9K2026-10-16
Canandaigua National Bank & Trust Co
DECREASED1,6531,703-50-3%$1.6M$1.5M-$88.3K2026-10-07
Blue Jean Financial LLC
INCREASED1,6521,321+331+25%$1.2M$1.5M+$268.1K2026-10-20
River Street Advisors LLC
INCREASED1,6501,534+116+8%$1.4M$1.5M+$67.1K2026-10-22
Vann Equity Management LLC
DECREASED1,6481,962-314-16%$1.8M$1.5M-$335.0K2026-10-08
Levin Capital Strategies, L.P.
UNCHANGED1,6451,64500%$1.5M$1.5M-$41.3K2026-11-02
Stockman Wealth Management, Inc.
DECREASED1,6431,698-55-3%$1.6M$1.5M-$92.7K2026-10-27
Robinswood Financial LLC
DECREASED1,6421,665-23-1%$1.6M$1.6M+$77.1K2026-10-20
Excalibur Management Corp
INCREASED1,6351,609+26+2%$1.5M$1.5M-$16.8K2026-11-02
Tred Avon Family Wealth, LLC
DECREASED1,6331,649-16-1%$1.5M$1.5M-$56.0K2026-10-20
DT Investment Partners, LLC
INCREASED1,6301,590+40+3%$1.5M$1.5M-$3.5K2026-10-27
Quadcap Wealth Management, LLC
DECREASED1,6261,851-225-12%$1.7M$1.5M-$251.0K2026-11-02
United Community Bank
DECREASED1,6241,659-35-2%$1.6M$1.5M-$73.6K2026-10-28
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED1,6214,871-3,250-67%$4.6M$1.5M-$3.1M2026-10-21
Meyer Handelman Co
DECREASED1,6151,655-40-2%$1.5M$1.5M-$78.3K2026-10-28
Forvis Mazars Wealth Advisors, LLC
INCREASED1,6141,596+18+1%$1.5M$1.5M-$23.6K2026-10-13
Ticino Wealth
INCREASED1,6141,604+10+1%$1.5M$1.5M-$31.2K2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED1,6101,61000%$1.5M$1.5M-$40.5K2026-10-26
Pullen Investment Management, LLC
DECREASED1,6061,674-68-4%$1.6M$1.5M-$104.1K2026-10-23
EPG Wealth Management LLC
INCREASED1,6061,576+30+2%$1.5M$1.5M-$11.9K2026-11-03
SmartHarvest Portfolios, LLC
DECREASED1,5981,977-379-19%$1.8M$1.5M-$394.9K2026-10-26
Fortem Financial Group, LLC
INCREASED1,5971,502+95+6%$1.4M$1.5M+$48.8K2026-10-20
Aspen Wealth Management LLC
INCREASED1,5961,336+260+19%$1.2M$1.5M+$203.5K2026-10-14
Taylor Frigon Capital Management LLC
INCREASED1,5951,566+29+2%$1.5M$1.5M-$13.0K2026-10-23
Sloy Dahl & Holst, LLC
INCREASED1,5911,512+79+5%$1.4M$1.4M+$34.0K2026-10-14
SoundView Advisors Inc.
INCREASED1,5861,576+10+1%$1.5M$1.4M-$31.0K2026-11-04
DMC Group, LLC
DECREASED1,5801,589-9-1%$1.5M$1.4M-$48.1K2026-10-26
Sterling Investment Counsel, LLC
INCREASED1,5801,572+8+1%$1.5M$1.4M-$32.9K2026-10-19
Finer Wealth Management, Inc.
INCREASED1,5761,080+496+46%$1.0M$1.4M+$424.3K2026-10-16
Seamount Financial Group Inc
UNCHANGED1,5701,57000%$1.5M$1.4M-$39.5K2026-10-21
Aspen Investment Management Inc
DECREASED1,5651,580-15-1%$1.5M$1.4M-$53.0K2026-11-05
Corundum Group, Inc.
INCREASED1,5611,507+54+4%$1.4M$1.4M+$11.3K2026-10-28
Capital Advisors, Ltd. LLC
INCREASED1,5571,550+7+0%$1.5M$1.4M-$33.0K2026-10-27
Bullock Wealth Management Group
INCREASED1,5521,541+11+1%$1.4M$1.4M-$5.0K2026-10-09
Atwood & Palmer Inc
INCREASED1,5491,380+169+12%$1.3M$1.4M+$119.2K2026-10-08
M&G Plc
DECREASED1,5451,773-228-13%$1.7M$1.4M-$251.8K2026-11-04
Shepherd Street Advisors LLC
UNCHANGED1,5441,54400%$1.4M$1.5M+$46.9K2026-10-21
Embree Financial Group
INCREASED1,5431,154+389+34%$1.1M$1.4M+$325.1K2026-10-22
General Partner, Inc.
DECREASED1,5421,592-50-3%$1.5M$1.4M-$85.5K2026-10-05
Pachira Investments Inc.
INCREASED1,5271,456+71+5%$1.4M$1.4M+$28.2K2026-10-14
Howard Wealth Management, LLC
DECREASED1,5271,532-50%$1.4M$1.4M-$43.0K2026-10-28
Davis Capital Management
DECREASED1,5201,535-15-1%$1.4M$1.4M-$52.2K2026-10-08
Burke & Herbert Bank & Trust Co
DECREASED1,5171,732-215-12%$1.6M$1.4M-$239.2K2026-11-02
MCF Advisors LLC
DECREASED1,5121,724-212-12%$1.6M$1.4M-$235.8K2026-10-28
Columbia Advisory Partners LLC
DECREASED1,5081,513-50%$1.4M$1.4M-$42.5K2026-10-15
Helios Capital Management Pte. LTD
UNCHANGED1,5001,50000%$1.4M$1.4M-$37.7K2026-10-14
Weaver Consulting Group
INCREASED1,4981,462+36+2%$1.4M$1.4M-$4.0K2026-10-07
Lodestone Wealth Management LLC
INCREASED1,4911,477+14+1%$1.4M$1.4M-$24.4K2026-10-14
Generate Investment Management Ltd
DECREASED1,48916,153-14,664-91%$15.1M$1.4M-$13.8M2026-10-14
Curated Wealth Partners LLC
INCREASED1,489922+567+62%$862.5K$1.4M+$493.0K2026-10-15
BXM Wealth LLC
DECREASED1,4861,489-30%$1.4M$1.4M-$40.2K2026-11-03
Simon Quick Advisors, LLC
DECREASED1,4852,176-691-32%$2.0M$1.4M-$684.2K2026-10-26
HBW Advisory Services LLC
DECREASED1,4851,519-34-2%$1.4M$1.4M-$68.4K2026-10-15
Southern Michigan Bank & Trust
DECREASED1,4821,521-39-3%$1.4M$1.3M-$73.7K2026-10-19
Curbstone Financial Management Corp
INCREASED1,4761,376+100+7%$1.3M$1.3M+$56.5K2026-10-21
Childress Capital Advisors, LLC
INCREASED1,4751,382+93+7%$1.3M$1.3M+$50.0K2026-10-28
Biltmore Family Office, LLC
DECREASED1,4711,474-30%$1.4M$1.3M-$39.8K2026-11-03
Oslo Pensjonsforsikring AS
UNCHANGED1,4711,47100%$1.4M$1.3M-$37.0K2026-10-15
Occidental Asset Management, LLC
INCREASED1,4681,042+426+41%$974.4K$1.3M+$361.6K2026-11-05
LexAurum Advisors, LLC
DECREASED1,4681,527-59-4%$1.4M$1.3M-$92.0K2026-10-19
BankChampaign, National Association
DECREASED1,4641,496-32-2%$1.4M$1.3M-$66.7K2026-10-19
Tanager Wealth Management LLP
INCREASED1,458909+549+60%$850.3K$1.3M+$476.9K2026-10-19
Kennebec Savings Bank
INCREASED1,4541,435+19+1%$1.3M$1.3M-$18.8K2026-10-22
Burton Enright Welch
INCREASED1,4521,444+8+1%$1.4M$1.3M-$29.0K2026-11-04
Baring Financial LLC
DECREASED1,4451,453-8-1%$1.4M$1.3M-$43.6K2026-10-07
Hoxton Planning & Management, LLC
DECREASED1,4441,451-70%$1.4M$1.3M-$42.8K2026-10-15
Aafmaa Wealth Management & Trust LLC
DECREASED1,4371,492-55-4%$1.4M$1.3M-$87.6K2026-10-14
Willow Creek Capital Management, Inc.
UNCHANGED1,4371,43700%$1.3M$1.3M$02026-10-16
Interchange Capital Partners, LLC
DECREASED1,4351,502-67-4%$1.4M$1.3M-$97.6K2026-10-28
Sunbeam Capital Management, LLC
DECREASED1,4331,518-85-6%$1.4M$1.3M-$116.0K2026-11-05
Y.D. More Investments Ltd
INCREASED1,4271,247+180+14%$1.2M$1.3M+$146.5K2026-11-02
Radnor Capital Management, LLC
UNCHANGED1,4221,42200%$1.3M$1.3M-$35.7K2026-10-23
Westside Investment Management, Inc.
INCREASED1,4181,348+70+5%$1.3M$1.3M+$38.6K2026-11-02
Northern Financial Advisors Inc
DECREASED1,4171,462-45-3%$1.4M$1.3M-$77.7K2026-10-29
Rainier Family Wealth Inc
INCREASED1,4151,393+22+2%$1.3M$1.3M-$15.0K2026-11-02
Spectrum Asset Management, Inc. (NB )
DECREASED1,4101,413-30%$1.3M$1.3M-$38.6K2026-10-19
Bluedoor Private Wealth, LLC
DECREASED1,4091,444-35-2%$1.4M$1.3M-$68.2K2026-11-05
Midland Wealth Advisors, LLC
DECREASED1,4051,483-78-5%$1.4M$1.3M-$108.3K2026-10-26
Fortitude Family Office, LLC
INCREASED1,4041,390+14+1%$1.3M$1.3M-$22.2K2026-10-14
Andrews Advisory Associates, LLC
INCREASED1,4031,388+15+1%$1.3M$1.3M-$21.2K2026-10-15
RIA Advisory Group LLC
DECREASED1,4001,812-412-23%$1.7M$1.3M-$421.0K2026-10-15
Arwa LLC
DECREASED1,3971,466-69-5%$1.4M$1.3M-$52.2K2026-10-21
Sharper & Granite LLC
DECREASED1,3961,871-475-25%$1.8M$1.4M-$359.2K2026-11-02
Chapman Financial Group, LLC
DECREASED1,3941,424-30-2%$1.3M$1.3M-$63.1K2026-10-26
Adirondack Trust Co
DECREASED1,3931,431-38-3%$1.3M$1.3M-$70.5K2026-10-14
Platt Wealth Management LLC
DECREASED1,3911,650-259-16%$1.5M$1.3M-$277.0K2026-11-04
Wolff Wiese Magana LLC
DECREASED1,3911,404-13-1%$1.3M$1.3M-$47.3K2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED1,3901,39000%$1.3M$1.3M-$34.9K2026-10-21
Greatmark Investment Partners, Inc.
UNCHANGED1,3841,38400%$1.3M$1.3M-$34.8K2026-10-28
Ledyard National Bank
DECREASED1,3831,534-151-10%$1.4M$1.3M-$176.0K2026-10-21
Vision Financial Markets LLC
UNCHANGED1,3831,38300%$1.3M$1.3M-$34.4K2026-10-22
Gratus Wealth Advisors, LLC
DECREASED1,3821,390-8-1%$1.3M$1.3M-$42.2K2026-10-26
Sander Capital Advisors Inc
UNCHANGED1,3821,38200%$1.3M$1.3M-$35.0K2026-10-20
Wiregrass Investment Management LLC
INCREASED1,3761,364+12+1%$1.3M$1.3M-$23.7K2026-11-05
Income Insurance Ltd
UNCHANGED1,3751,37500%$1.3M$1.3M-$34.6K2026-10-21
Nixon Peabody Trust Co
INCREASED1,370981+389+40%$917.7K$1.2M+$329.5K2026-10-23
Madson Wealth Advisors Inc
UNCHANGED1,3691,36900%$1.3M$1.2M-$34.2K2026-10-13
Waldron Private Wealth LLC
INCREASED1,3681,328+40+3%$1.2M$1.2M+$3.0K2026-11-02
Heirloom Wealth Management
INCREASED1,3671,358+9+1%$1.3M$1.2M-$25.3K2026-10-14
Matisse Capital
DECREASED1,3671,369-20%$1.3M$1.2M-$36.2K2026-10-29
Schneider Downs Wealth Management Advisors, LP
INCREASED1,3651,181+184+16%$1.1M$1.2M+$137.9K2026-10-27
Unify Financial Advisors
INCREASED1,3641,320+44+3%$1.2M$1.2M+$6.9K2026-11-03
Gerald Baker Financial Group LLC
INCREASED1,3611,359+2+0%$1.3M$1.2M-$32.2K2026-10-09
Global Strategic Investment Solutions, LLC
UNCHANGED1,3551,35500%$1.3M$1.2M-$34.1K2026-10-16
Waters Parkerson & Co., LLC
INCREASED1,3541,299+55+4%$1.2M$1.2M+$17.4K2026-11-04
Formidable Asset Management, LLC
DECREASED1,3511,355-40%$1.3M$1.3M-$86.2K2026-11-03
Investmark Advisory Group LLC
INCREASED1,3491,092+257+24%$1.0M$1.2M+$207.7K2026-10-27
1834 Investment Advisors Co
DECREASED1,3451,411-66-5%$1.3M$1.2M-$95.5K2026-10-16
Plante Moran Financial Advisors, LLC
DECREASED1,3421,392-50-4%$1.3M$1.2M-$80.5K2026-11-04
D'Orazio & Associates, Inc.
DECREASED1,3401,545-205-13%$1.4M$1.2M-$225.4K2026-11-04
Values Added Financial LLC
DECREASED1,3401,352-12-1%$1.3M$1.2M-$44.9K2026-10-28
Laurel Wealth Advisors LLC
DECREASED1,3341,337-30%$1.3M$1.2M-$36.3K2026-10-27
Solidarity Wealth, LLC
INCREASED1,333914+419+46%$855.0K$1.2M+$358.5K2026-10-15
Missouri Trust & Investment Co
UNCHANGED1,3331,33300%$1.3M$1.2M-$55.4K2026-11-04
Waterway Wealth Management, LLC
INCREASED1,3311,296+35+3%$1.2M$1.2M-$6742026-10-28
Mindset Wealth Management, LLC
DECREASED1,3291,356-27-2%$1.3M$1.2M-$58.7K2026-10-19
Sage Rhino Capital LLC
DECREASED1,3281,333-50%$1.2M$1.2M-$38.1K2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
DECREASED1,3251,415-90-6%$1.3M$1.2M-$118.0K2026-10-26
Wealth Architects, LLC
INCREASED1,3171,279+38+3%$1.2M$1.2M+$2.4K2026-11-03
Centerpoint Advisors, LLC
INCREASED1,3141,115+199+18%$1.0M$1.2M+$153.0K2026-11-05
May Hill Capital, LLC
INCREASED1,3121,060+252+24%$991.7K$1.2M+$202.8K2026-11-03
Diligent Investors, LLC
DECREASED1,3121,372-60-4%$1.3M$1.2M-$88.8K2026-10-21
Integrity Advisory Solutions, LLC
INCREASED1,3111,024+287+28%$958.4K$1.2M+$235.2K2026-10-29
Bauman Advisory Group, LLC
INCREASED1,3101,308+2+0%$1.2M$1.2M-$31.3K2026-10-29
Winthrop Advisory Group LLC
DECREASED1,3061,342-36-3%$1.3M$1.2M-$67.1K2026-10-22
Parkside Investments, LLC
DECREASED1,3051,309-40%$1.2M$1.2M-$37.3K2026-10-20
Cromwell Holdings LLC
INCREASED1,3041,135+169+15%$1.1M$1.2M+$125.3K2026-10-28
Paradigm Asset Management Co LLC
DECREASED1,3001,681-381-23%$1.6M$1.2M-$389.1K2026-11-05
SJS Investment Consulting Inc.
INCREASED1,3001,216+84+7%$1.1M$1.2M+$45.2K2026-10-26
Versant Capital Management, Inc
DECREASED1,2971,571-274-17%$1.5M$1.2M-$288.8K2026-10-02
Gemmer Asset Management LLC
DECREASED1,2961,342-46-3%$1.3M$1.2M-$75.4K2026-10-16
1900 Wealth Management LLC
INCREASED1,2921,249+43+3%$1.2M$1.2M+$7.8K2026-10-13
Allied Investment Advisors, LLC
DECREASED1,2911,398-107-8%$1.3M$1.2M-$132.5K2026-10-13
Foster Group, Inc.
DECREASED1,2901,385-95-7%$1.3M$1.2M-$122.0K2026-10-13
Milestone Asset Management Group, LLC
INCREASED1,2901,273+17+1%$1.2M$1.2M-$16.3K2026-10-20
WealthSpring Partners, LLC
DECREASED1,2882,111-823-39%$2.0M$1.2M-$802.0K2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED1,2871,713-426-25%$1.6M$1.2M-$430.8K2026-10-13
Stableford Capital II LLC
INCREASED1,2861,247+39+3%$1.2M$1.2M+$4.2K2026-10-09
Montgomery Investment Management Inc
UNCHANGED1,2851,28500%$1.2M$1.2M-$32.3K2026-10-26
Amplius Wealth Advisors, LLC
INCREASED1,2841,175+109+9%$1.1M$1.2M+$69.7K2026-10-20
Gleason Group, Inc.
DECREASED1,2831,356-73-5%$1.3M$1.2M-$100.6K2026-10-15
Davidson Investment Advisors
INCREASED1,2831,260+23+2%$1.2M$1.2M-$10.7K2026-10-20
Foundry Financial LLC
INCREASED1,2821,222+60+5%$1.1M$1.2M+$23.8K2026-10-16
Thompson Davis & Co., Inc.
UNCHANGED1,2811,28100%$1.2M$1.2M-$32.2K2026-11-05
Pacific Capital Wealth Advisors, Inc.
INCREASED1,279943+336+36%$882.1K$1.2M+$282.2K2026-10-22
Goldstein Advisors, LLC
DECREASED1,2791,466-187-13%$1.4M$1.2M-$207.1K2026-10-15
Watershed Private Wealth LLC
INCREASED1,2781,265+13+1%$1.2M$1.2M-$20.3K2026-10-30
Phoenix Wealth Advisors
UNCHANGED1,2781,27800%$1.2M$1.2M-$32.1K2026-11-03
Parthenon LLC
UNCHANGED1,2781,27800%$1.2M$1.2M-$32.1K2026-10-22
Stablepoint Partners, LLC
DECREASED1,2721,318-46-3%$1.2M$1.2M-$75.0K2026-11-03
Gilliland Jeter Wealth Management LLC
INCREASED1,2721,264+8+1%$1.2M$1.2M-$24.5K2026-10-28
Skyline Advisors, Inc.
INCREASED1,2701,268+2+0%$1.2M$1.2M-$30.5K2026-11-03
Carrera Capital Advisors
DECREASED1,2691,362-93-7%$1.3M$1.2M-$119.0K2026-11-03
Mission Financial Group, LLC
DECREASED1,2691,344-75-6%$1.3M$1.2M-$102.3K2026-10-21
Bender Robert & Associates
UNCHANGED1,2681,26800%$1.2M$1.2M-$31.9K2026-10-21
Nabity-Jensen Investment Management Inc
INCREASED1,2641,234+30+2%$1.2M$1.2M-$3.7K2026-10-23
Capital Advantage, Inc.
INCREASED1,2631,233+30+2%$1.2M$1.1M-$3.7K2026-10-14
Payden & Rygel
DECREASED1,2609,960-8,700-87%$9.3M$1.1M-$8.2M2026-10-28
Financial Consulate, Inc
INCREASED1,2581,238+20+2%$1.2M$1.1M-$13.5K2026-10-23
Catalyst Private Wealth, LLC
INCREASED1,257991+266+27%$927.1K$1.1M+$217.2K2026-10-13
West Paces Advisors Inc.
INCREASED1,2571,232+25+2%$1.2M$1.1M-$8.1K2026-10-13
Winthrop Capital Management, LLC
INCREASED1,2571,254+3+0%$1.2M$1.1M-$29.8K2026-11-05
Pathway Financial Advisers, LLC
INCREASED1,2521,243+9+1%$1.2M$1.1M-$13.3K2026-10-27
Sacks & Associates, LLC
UNCHANGED1,2501,25000%$1.2M$1.1M-$51.8K2026-10-09
Kepler Cheuvreux (Suisse) SA
DECREASED1,2494,314-3,065-71%$4.0M$1.1M-$2.9M2026-10-20
Baker Boyer National Bank
INCREASED1,2491,216+33+3%$1.1M$1.1M-$5172026-11-05
West Bancorporation Inc
DECREASED1,2481,255-7-1%$1.2M$1.1M-$37.9K2026-10-29
Connecticut Capital Management Group, LLC
INCREASED1,2471,241+6+0%$1.2M$1.1M-$25.7K2026-10-29
San Luis Wealth Advisors LLC
DECREASED1,2391,317-78-6%$1.2M$1.1M-$103.8K2026-10-27
Riversedge Advisors, LLC
DECREASED1,2361,474-238-16%$1.4M$1.1M-$253.2K2026-10-09
Eclectic Associates Inc
INCREASED1,2361,057+179+17%$988.7K$1.1M+$136.3K2026-10-09
Main Street Group, LTD
DECREASED1,2291,243-14-1%$1.2M$1.1M-$43.9K2026-10-28
PKS Advisory Services, LLC
UNCHANGED1,2261,22600%$1.1M$1.1M$02026-10-26
First Command Advisory Services, Inc.
DECREASED1,2251,250-25-2%$1.2M$1.1M-$54.2K2026-11-05
Destiny Capital Corp
INCREASED1,2241,207+17+1%$1.1M$1.1M-$15.3K2026-11-03
Prentice Wealth Management LLC
DECREASED1,2201,242-22-2%$1.2M$1.1M-$51.2K2026-10-20
Revolve Wealth Partners, LLC
DECREASED1,2171,272-55-4%$1.2M$1.1M-$82.0K2026-10-23
Financial Perspectives, Inc
DECREASED1,2171,238-21-2%$1.2M$1.1M-$51.0K2026-11-03
Northern Capital Management, Inc.
INCREASED1,2171,216+1+0%$1.1M$1.1M-$29.9K2026-11-05
Verde Capital Management
DECREASED1,2163,602-2,386-66%$3.4M$1.1M-$2.3M2026-10-28
Focused Wealth Management, Inc
DECREASED1,2141,393-179-13%$1.3M$1.1M-$197.6K2026-10-30
Paulson Wealth Management Inc.
DECREASED1,2121,221-9-1%$1.1M$1.1M-$38.9K2026-11-02
Titleist Asset Management, LLC
INCREASED1,2111,134+77+7%$1.1M$1.1M+$40.7K2026-10-08
Tortuga Wealth Management, Inc
DECREASED1,2111,224-13-1%$1.1M$1.1M-$42.6K2026-10-27
Lawson Kroeker Investment Management Inc
DECREASED1,2101,260-50-4%$1.2M$1.1M-$76.9K2026-10-22
Moody Lynn Lieberson & Walker, LLC
DECREASED1,2091,221-12-1%$1.1M$1.1M-$41.6K2026-10-14
Sentry LLC
DECREASED1,2081,388-180-13%$1.3M$1.1M-$198.7K2026-10-30
TrustBank
DECREASED1,2031,289-86-7%$1.2M$1.1M-$110.7K2026-10-20
Patton Albertson Miller Group, LLC
DECREASED1,2021,678-476-28%$1.6M$1.1M-$475.5K2026-10-26
KPP Advisory Services LLC
INCREASED1,202965+237+25%$902.9K$1.1M+$191.5K2026-10-26
Heartwood Wealth Advisors LLC
INCREASED1,1991,151+48+4%$1.1M$1.1M+$14.8K2026-10-05
Financial Partners Group, Inc
DECREASED1,1981,216-18-1%$1.1M$1.1M-$46.3K2026-10-19
MW Advisory, LLC
DECREASED1,1961,617-421-26%$1.5M$1.1M-$423.9K2026-10-19
55 North Private Wealth, LLC
DECREASED1,1951,282-87-7%$1.2M$1.1M-$111.4K2026-10-20
Summit Asset Management, LLC
INCREASED1,1951,190+5+0%$1.1M$1.1M-$25.4K2026-11-05
One Day In July LLC
DECREASED1,1931,220-27-2%$1.1M$1.1M-$54.9K2026-10-30
Worthington Financial Partners, LLC
INCREASED1,1911,179+12+1%$1.1M$1.1M-$18.3K2026-10-13
Anchyra Partners LLC
DECREASED1,1861,265-79-6%$1.2M$1.1M-$103.7K2026-10-13
Fulcrum Capital LLC
UNCHANGED1,1861,18600%$1.1M$1.1M-$29.8K2026-10-15
Cahaba Wealth Management, Inc.
INCREASED1,1831,167+16+1%$1.1M$1.1M-$14.3K2026-10-26
TFC Financial Management, Inc.
UNCHANGED1,1821,18200%$1.1M$1.1M-$29.7K2026-10-26
JBR Co Financial Management Inc
UNCHANGED1,1791,17900%$1.1M$1.1M-$12.7K2026-10-13
Van Cleef Asset Management,Inc
UNCHANGED1,1711,17100%$1.1M$1.1M-$29.4K2026-10-20
Tsfg, LLC
DECREASED1,1671,215-48-4%$1.1M$1.1M-$75.0K2026-10-23
WP Advisors, LLC
INCREASED1,1661,165+1+0%$1.1M$1.1M-$27.6K2026-10-22
KTF Investments, LLC
DECREASED1,1611,364-203-15%$1.3M$1.1M-$219.1K2026-10-23
Urban Wealth Management, LLC
DECREASED1,1602,340-1,180-50%$2.2M$1.1M-$1.1M2026-10-21
Altura Wealth Advisors Inc.
INCREASED1,1601,031+129+13%$964.9K$1.1M+$90.8K2026-10-22
Roxbury Financial LLC
DECREASED1,1601,164-40%$1.1M$1.1M-$32.6K2026-10-01
Michael Brady & Co., LLC
DECREASED1,1561,196-40-3%$1.1M$1.1M-$66.5K2026-10-23
WestHill Financial Advisors, Inc.
INCREASED1,1561,151+5+0%$1.1M$1.1M-$24.4K2026-10-14
Onyx Bridge Wealth Group LLC
DECREASED1,1551,302-147-11%$1.2M$1.1M-$166.5K2026-10-16
Buckhead Capital Management LLC
DECREASED1,1521,166-14-1%$1.1M$1.0M-$42.0K2026-11-03
Colonial River Investments, LLC
DECREASED1,1511,168-17-1%$1.1M$1.0M-$44.8K2026-10-19
Plan A Wealth LLC
INCREASED1,1501,138+12+1%$1.1M$1.0M-$17.7K2026-10-08
Builder Investment Group Inc
UNCHANGED1,1501,15000%$1.1M$1.0M-$28.9K2026-10-22
Redmond Asset Management, LLC
DECREASED1,1451,150-50%$1.1M$1.0M-$33.5K2026-10-27
Adelphi Trust Co
INCREASED1,1421,122+20+2%$1.0M$1.0M-$10.0K2026-10-05
Paragon Private Wealth Management, LLC
DECREASED1,1391,614-475-29%$1.5M$1.0M-$473.7K2026-10-20
American Institute for Advanced Investment Management, LLP
INCREASED1,1391,104+35+3%$1.0M$1.0M+$4.1K2026-11-03
LifeSteps Financial, Inc.
DECREASED1,1371,630-493-30%$1.5M$1.0M-$489.3K2026-10-15
Long Island Wealth Management, Inc.
INCREASED1,1371,103+34+3%$1.0M$1.0M+$3.2K2026-10-20
Enterprise Financial Services Corp
DECREASED1,1351,219-84-7%$1.1M$1.0M-$107.1K2026-11-03
Fusion Capital, LLC
DECREASED1,1331,138-50%$1.1M$1.0M-$33.1K2026-10-28
Trilogy Capital Inc.
INCREASED1,1301,121+9+1%$1.0M$1.0M-$20.0K2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED1,1281,102+26+2%$1.0M$1.0M-$4.6K2026-10-16
Nova Financial LLC
NEW1,127—+1,127——$1.0M—2026-11-04
Paladin Partners, LLC
DECREASED1,1261,151-25-2%$1.1M$1.0M-$51.7K2026-10-06
Fulcrum Wealth Advisors, LLC
DECREASED1,1201,129-9-1%$1.1M$1.0M-$36.2K2026-10-16
MN Wealth Advisors, LLC
DECREASED1,1181,128-10-1%$1.1M$1.0M-$37.9K2026-10-23
Intelligent Financial Strategies
DECREASED1,1161,156-40-3%$1.1M$1.0M-$65.5K2026-10-16
Shikiar Asset Management Inc
UNCHANGED1,1151,11500%$1.0M$1.0M-$28.0K2026-10-20
Rubicon Advisors, GP
INCREASED1,114999+115+12%$934.2K$1.0M+$79.6K2026-10-23
Koenig Investment Advisory, LLC
INCREASED1,1131,109+4+0%$1.0M$1.0M-$24.8K2026-10-09
Essential Investment Partners LLC
INCREASED1,112414+698+169%$387.3K$1.0M+$625.0K2026-10-27
Wisconsin Wealth Advisors, LLC
DECREASED1,1111,147-36-3%$1.1M$1.0M-$61.5K2026-10-08
Meadow Creek Wealth Advisors LLC
INCREASED1,1111,088+23+2%$1.0M$1.0M-$6.4K2026-11-02
Ridgecrest Wealth Partners, LLC
DECREASED1,1081,115-7-1%$1.0M$1.0M-$34.4K2026-10-19
Gill Capital Partners, LLC
UNCHANGED1,1051,10500%$1.0M$1.0M-$27.8K2026-10-13
Howard Financial Services, Ltd.
DECREASED1,1041,110-6-1%$1.0M$1.0M-$33.8K2026-10-15
Morton Capital Management LLC
DECREASED1,1011,201-100-8%$1.1M$1.0M-$121.1K2026-10-23
Merrion Investment Management Co, LLC
UNCHANGED1,1001,10000%$1.0M$1.0M-$27.6K2026-10-16
Sage Capital Management, LLC
UNCHANGED1,0991,09900%$1.0M$1.0M-$27.6K2026-10-20
IFG Advisors, LLC
UNCHANGED1,0951,09500%$1.0M$996.4K-$27.5K2026-10-15
Brady Martz Wealth Solutions, LLC
INCREASED1,0931,037+56+5%$970.0K$995.5K+$25.5K2026-11-05
Marks Group Wealth Management, Inc
INCREASED1,0891,088+1+0%$1.0M$991.6K-$26.6K2026-11-05
Woodley Farra Manion Portfolio Management Inc
DECREASED1,0881,092-40%$1.0M$990.2K-$31.0K2026-11-05
Biltmore Wealth Management, LLC
DECREASED1,0871,113-26-2%$1.0M$989.2K-$52.1K2026-10-09
Elevation Wealth Management LLC
DECREASED1,0841,130-46-4%$1.1M$987.2K-$69.7K2026-11-02
Chris Bulman Inc
DECREASED1,0821,227-145-12%$1.1M$985.1K-$162.8K2026-10-20
Charles Schwab Trust Co
INCREASED1,080780+300+38%$729.7K$983.2K+$253.5K2026-10-15
Mendel Money Management
DECREASED1,0771,086-9-1%$1.0M$980.4K-$35.5K2026-11-02
Key FInancial Inc
INCREASED1,075969+106+11%$906.5K$978.6K+$72.1K2026-11-02
Hardworking Capital Advisors, LLC
INCREASED1,0741,022+52+5%$956.1K$977.8K+$21.7K2026-10-20
Uptick Partners, LLC
INCREASED1,0741,049+25+2%$981.2K$978.1K-$3.0K2026-11-04
Enclave Advisors LLC
DECREASED1,0721,124-52-5%$1.1M$976.0K-$75.6K2026-10-14
Armstrong Henry H Associates Inc
UNCHANGED1,0711,07100%$1.0M$975.0K-$26.9K2026-10-07
Tcfg Investment Advisors, LLC
INCREASED1,0691,066+3+0%$997.6K$973.3K-$24.2K2026-10-20
Signet Investment Advisory Group, Inc.
DECREASED1,0661,080-14-1%$1.0M$970.4K-$39.9K2026-10-30
Alpine Bank Wealth Management
DECREASED1,0621,095-33-3%$1.0M$966.8K-$57.6K2026-10-16
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED1,0621,071-9-1%$1.0M$966.4K-$35.1K2026-10-16
Northland Securities, Inc.
UNCHANGED1,0621,06200%$993.8K$967.2K-$26.6K2026-11-02
TSG Advice Partners, LLC
NEW1,061—+1,061——$992.9K—2026-10-29
Fermata Advisors, LLC
DECREASED1,0601,148-88-8%$1.1M$964.7K-$108.8K2026-10-13
Henshaw Capital LLC
UNCHANGED1,0601,06000%$991.6K$965.0K-$26.6K2026-11-03
Sunrise Financial Services, LLC
UNCHANGED1,0601,06000%$991.6K$965.0K-$26.6K2026-10-21
Lantern Wealth Advisors, LLC
INCREASED1,059782+277+35%$731.5K$964.1K+$232.5K2026-10-22
Armstrong Advisory Group, Inc
UNCHANGED1,0591,05900%$990.2K$964.1K-$26.2K2026-10-09
AXS Investments LLC
INCREASED1,05715+1,042+6947%$14.0K$962.2K+$948.2K2026-11-04
Argyle Capital Partners, LLC
INCREASED1,0551,025+30+3%$959.1K$961.0K+$1.9K2026-10-23
GW Henssler & Associates LTD
UNCHANGED1,0551,05500%$987.0K$960.8K-$26.1K2026-10-26
CKW Financial Group
INCREASED1,0541,049+5+0%$970$964.0K+$963.0K2026-10-29
SLT Holdings LLC
INCREASED1,052898+154+17%$839.7K$957.4K+$117.7K2026-10-15
Independent Wealth Network Inc.
DECREASED1,0511,076-25-2%$1.0M$956.7K-$50.0K2026-10-19
Valley Wealth Managers, Inc.
INCREASED1,0481,006+42+4%$941.1K$954.0K+$13.0K2026-10-09
MKT Advisors LLC
DECREASED1,0461,647-601-36%$1.6M$991.5K-$569.0K2026-10-20
Elevated Private Wealth, LLC
DECREASED1,0451,070-25-2%$1.0M$951.3K-$49.5K2026-10-15
Washington Trust Advisors, Inc.
DECREASED1,0441,218-174-14%$1.1M$950.4K-$188.7K2026-10-22
Dominguez Wealth Management Solutions, Inc.
INCREASED1,0431,042+1+0%$975.2K$949.5K-$25.7K2026-10-07
GFS Advisors, LLC
INCREASED1,042934+108+12%$219.3K$949.0K+$729.7K2026-11-03
Bond & Devick Financial Network, Inc.
DECREASED1,0421,047-50%$979.4K$948.6K-$30.9K2026-10-23
Crown Wealth Group, LLC
DECREASED1,0391,268-229-18%$1.2M$945.9K-$240.3K2026-10-19
Postrock Partners LLC
INCREASED1,0391,038+1+0%$971.0K$945.8K-$25.2K2026-11-02
Fortress Financial Solutions, LLC
NEW1,034—+1,034——$941.9K—2026-10-14
Goldenstone Wealth Management LLC
INCREASED1,031980+51+5%$916.8K$938.1K+$21.3K2026-11-04
Partners Wealth Management, LLC
NEW1,027—+1,027——$935.3K—2026-10-28
Antonelli Financial Advisors, LLC
UNCHANGED1,0271,02700%$961.0K$935.0K-$26.0K2026-10-13
Pacific Center for Financial Services
INCREASED1,024916+108+12%$856.5K$932.3K+$75.9K2026-10-15
Barton Investment Management
UNCHANGED1,0241,02400%$957.9K$932.2K-$25.7K2026-10-27
Brandywine OAK Private Wealth LLC
DECREASED1,0231,036-13-1%$969.3K$931.5K-$37.9K2026-10-23
Five Oceans Advisors
DECREASED1,0191,382-363-26%$1.3M$927.6K-$365.2K2026-10-22
Omega Financial Group, LLC
INCREASED1,0171,016+1+0%$950.9K$925.7K-$25.2K2026-10-29
Aerodigm Wealth, LLC
DECREASED1,0161,069-53-5%$1.0M$924.9K-$75.2K2026-10-16
SYM Financial Corp
DECREASED1,0151,044-29-3%$976.8K$924.1K-$52.6K2026-10-26
CLG LLC
INCREASED1,0121,011+1+0%$945.5K$921.5K-$24.0K2026-10-13
Magnolia Capital Management LTD
UNCHANGED1,0121,01200%$947.0K$921.0K-$26.0K2026-10-09
Inspirion Wealth Advisors, LLC
DECREASED1,0041,005-10%$929.6K$914.4K-$15.1K2026-10-09
Old Mission Investment Co LLC
DECREASED1,0021,045-43-4%$977.7K$912.4K-$65.3K2026-10-22
Tilia Fiduciary Partners, Inc.
DECREASED1,0011,050-49-5%$982.7K$911.1K-$71.6K2026-10-09
Quattro Financial Advisors LLC
UNCHANGED1,0001,00000%$935.5K$910.3K-$25.1K2026-10-15
Benchmark Financial Wealth Advisors, LLC
INCREASED992989+3+0%$925.2K$903.3K-$22.0K2026-10-20
Hunter Associates Investment Management LLC
DECREASED9871,043-56-5%$973.0K$898.0K-$75.0K2026-10-26
Altus Wealth Group LLC
DECREASED9861,033-47-5%$966.3K$897.6K-$68.7K2026-10-20
Arbor Investment Advisors, LLC
DECREASED9851,735-750-43%$1.6M$896.4K-$726.3K2026-10-26
Pacifica Partners Inc.
INCREASED982956+26+3%$909.3K$898.4K-$10.9K2026-10-09
Next Level Wealth Planning, LLC
UNCHANGED98198100%$917.6K$893.1K-$24.5K2026-10-29
Bingham Private Wealth, LLC
DECREASED9801,272-292-23%$1.2M$892.5K-$297.8K2026-11-05
RVW Wealth, LLC
DECREASED9791,002-23-2%$937.3K$891.2K-$46.1K2026-10-06
Archer Investment Corp
INCREASED979970+9+1%$907.4K$891.3K-$16.1K2026-11-05
Breakwater Capital Group
DECREASED9781,006-28-3%$941.1K$890.3K-$50.8K2026-10-09
Brown Miller Wealth Management, LLC
UNCHANGED97797700%$913.7K$889.2K-$24.5K2026-11-02
Laurel OAK Wealth Management, LLC
DECREASED9751,025-50-5%$959.0K$887.9K-$71.2K2026-10-19
Centennial Wealth Advisory LLC
INCREASED974858+116+14%$802.5K$886.3K+$83.9K2026-10-16
RED Lighthouse Investment Management, LLC
INCREASED974973+1+0%$910.2K$886.7K-$23.5K2026-11-02
Smith Shellnut Wilson LLC
UNCHANGED97497400%$911.1K$886.7K-$24.5K2026-10-21
Juncture Wealth Strategies, LLC
INCREASED972952+20+2%$890.4K$884.9K-$5.5K2026-10-06
Slocum, Gordon & Co LLP
INCREASED971967+4+0%$904.6K$883.9K-$20.7K2026-10-19
Mraz, Amerine & Associates, Inc.
INCREASED968962+6+1%$899.9K$881.2K-$18.7K2026-10-30
Waycross Investment Management Co
INCREASED968967+1+0%$905.0K$881.4K-$23.5K2026-10-14
Elevated Financial Group LLC
DECREASED9641,132-168-15%$1.1M$877.6K-$181.3K2026-10-16
Western Pacific Wealth Management, LP
DECREASED9641,011-47-5%$945.8K$877.6K-$68.2K2026-10-16
Morey & Quinn Wealth Partners, LLC
INCREASED964945+19+2%$884.0K$877.6K-$6.5K2026-10-28
Gradient Capital Advisors, LLC
INCREASED963959+4+0%$897.6K$876.6K-$21.0K2026-10-21
BAM Wealth Management, LLC
DECREASED962990-28-3%$926.1K$875.7K-$50.4K2026-10-15
Meridian Investment Counsel Inc.
INCREASED962960+2+0%$898.1K$875.7K-$22.3K2026-10-14
Bear Mountain Capital, Inc.
INCREASED962960+2+0%$885.1K$951.4K+$66.3K2026-11-04
Invera Wealth Advisors, LLC
INCREASED958890+68+8%$832.6K$872.1K+$39.5K2026-10-28
Bangor Savings Bank
DECREASED9571,006-49-5%$941.1K$871.2K-$69.9K2026-10-06
Trinity Financial Advisors LLC
DECREASED957965-8-1%$902.8K$871.3K-$31.5K2026-10-09
Advocate Investing Services LLC
UNCHANGED95595500%$893.4K$869.4K-$24.0K2026-10-26
GR Financial Group, LLC
INCREASED954801+153+19%$749.6K$868.9K+$119.4K2026-10-27
Cardinal Strategic Wealth Guidance
UNCHANGED95495400%$892.4K$868.5K-$24.0K2026-11-02
Nolet Wealth Management, LLC
DECREASED951979-28-3%$916.1K$865.4K-$50.8K2026-10-15
Crescent Grove Advisors, LLC
DECREASED9491,054-105-10%$986.0K$863.5K-$122.5K2026-10-21
Veery Capital, LLC
UNCHANGED94494400%$883.1K$859.4K-$23.7K2026-10-07
Gilman Hill Asset Management, LLC
INCREASED943841+102+12%$786.4K$858.8K+$72.4K2026-10-13
Provident Investment Management, Inc.
INCREASED942920+22+2%$860.6K$857.5K-$3.1K2026-10-23
Cascade Investment Group, Inc.
DECREASED940990-50-5%$926.1K$855.7K-$70.4K2026-10-13
Unique Wealth, LLC
DECREASED939991-52-5%$927.3K$855.1K-$72.3K2026-10-16
Northwest Wealth Advisors, LLC
INCREASED939937+2+0%$876.7K$854.5K-$22.2K2026-11-02
Conestoga Capital Advisors, LLC
UNCHANGED93593500%$874.7K$851.2K-$23.5K2026-11-02
Leo Wealth, LLC
NEW934—+934——$849.9K—2026-10-26
Clark Asset Management, LLC
DECREASED932987-55-6%$923.3K$848.4K-$74.9K2026-10-19
Balefire, LLC
DECREASED931938-7-1%$877.7K$847.8K-$29.9K2026-10-09
Providence Wealth Advisors, LLC
DECREASED929988-59-6%$931.8K$855.3K-$76.6K2026-10-29
Legacy Capital Wealth Partners, LLC
INCREASED929925+4+0%$865.5K$845.7K-$19.8K2026-10-21
Helium Advisors LLC
DECREASED927934-7-1%$873.6K$843.9K-$29.7K2026-10-23
Saxony Capital Management, LLC
INCREASED926832+94+11%$778.5K$843.2K+$64.7K2026-10-15
Verum Partners LLC
DECREASED926955-29-3%$893.7K$842.9K-$50.8K2026-10-21
Summit Financial Wealth Advisors, LLC
DECREASED925996-71-7%$931.8K$842.2K-$89.6K2026-10-15
Symmetry Partners, LLC
INCREASED925882+43+5%$824.9K$842.1K+$17.1K2026-10-27
First Financial Corp
UNCHANGED92492400%$864.4K$841.2K-$23.2K2026-10-13
StoneRidge PMG Advisors, LLC
NEW922—+922——$839.0K—2026-11-04
Bigelow Investment Advisors, LLC
INCREASED921857+64+7%$801.7K$838.4K+$36.7K2026-10-13
Syverson Strege & Co
DECREASED921923-20%$863.4K$838.4K-$25.0K2026-11-02
Flynn Zito Capital Management, LLC
DECREASED919967-48-5%$905.0K$836.2K-$68.7K2026-11-04
Mitchell Capital Management Co
DECREASED9186,357-5,439-86%$5.9M$835.7K-$5.1M2026-10-29
LongView Wealth Management
INCREASED915876+39+4%$819.7K$833.2K+$13.5K2026-10-19
Smith & Howard Wealth Management, LLC
INCREASED911685+226+33%$641.0K$829.7K+$188.7K2026-10-27
Poehling Capital Management, Inc.
DECREASED911914-30%$855.0K$829.3K-$25.7K2026-10-20
Courage Miller Partners, LLC
UNCHANGED91091000%$851.5K$828.6K-$22.9K2026-10-21
Wealth Effects LLC
INCREASED908891+17+2%$833.5K$826.7K-$6.9K2026-10-23
Victrix Investment Advisors
DECREASED908915-7-1%$855.9K$826.5K-$29.4K2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED9071,010-103-10%$944.8K$825.9K-$119.0K2026-10-13
M.E. Allison & Co., Inc.
DECREASED905936-31-3%$875.3K$823.7K-$51.6K2026-10-09
Echo45 Advisors LLC
INCREASED903615+288+47%$575.2K$822.1K+$247.0K2026-10-07
Live Oak Private Wealth LLC
INCREASED902901+1+0%$842.9K$821.1K-$21.7K2026-11-02
TPG Advisors LLC
UNCHANGED90290200%$843.8K$821.1K-$22.7K2026-10-16
Box Hill Private Wealth LLC
DECREASED901923-22-2%$863.0K$820.0K-$43.1K2026-10-05
Birinyi Associates Inc
DECREASED9001,150-250-22%$1.1M$819.0K-$257.0K2026-10-28
Trust Co of the South
DECREASED891961-70-7%$899.0K$811.1K-$87.9K2026-10-21
Pinion Investment Advisors, LLC
DECREASED890991-101-10%$926.6K$809.9K-$116.7K2026-11-04
Rossby Financial, LCC
DECREASED889928-39-4%$868.1K$809.3K-$58.8K2026-11-05
BNB Wealth Management, LLC
INCREASED887838+49+6%$783.8K$807.6K+$23.8K2026-10-28
LJI Wealth Management, LLC
DECREASED886956-70-7%$894.3K$806.6K-$87.7K2026-10-28
Miller Financial Services LLC
INCREASED881806+75+9%$753.8K$802.0K+$48.1K2026-10-20
Hourglass Capital, LLC
UNCHANGED88088000%$823.2K$801.1K-$22.1K2026-10-26
Black Diamond Financial, LLC
INCREASED879806+73+9%$754.1K$800.3K+$46.2K2026-10-26
Sawgrass Asset Management LLC
INCREASED878703+175+25%$657.6K$799.3K+$141.6K2026-11-03
Pettinga Financial Advisors LLC
DECREASED877982-105-11%$918.3K$798.4K-$119.9K2026-10-13
Altiora Financial Group, LLC
UNCHANGED87787700%$820.4K$798.4K-$22.0K2026-11-04
Optima Capital LLC
DECREASED875892-17-2%$834.9K$797.1K-$37.8K2026-10-29
Chickasaw Capital Management LLC
DECREASED872952-80-8%$891.0K$793.8K-$97.2K2026-10-08
Centerpoint Advisory Group
UNCHANGED87287200%$815.7K$793.8K-$21.9K2026-10-23
Beacon Financial Group
INCREASED871849+22+3%$794.3K$793.0K-$1.3K2026-10-19
New Capital Management LP
UNCHANGED86986900%$813.2K$791.3K-$21.8K2026-10-29
Hara Capital LLC
UNCHANGED86886800%$812.0K$790.2K-$21.8K2026-10-30
Monument Capital Management
DECREASED866876-10-1%$819.5K$788.4K-$31.1K2026-10-09
Southland Equity Partners LLC
INCREASED865863+2+0%$806.9K$787.1K-$19.8K2026-10-14
RF&L Wealth Management, LLC
UNCHANGED86586500%$809.2K$787.4K-$21.7K2026-10-20
Avanza Fonder AB
UNCHANGED86586500%$809.2K$787.4K-$21.7K2026-10-13
Souders Financial Advisors
DECREASED862909-47-5%$850.8K$784.3K-$66.5K2026-11-03
Weil Company, Inc.
UNCHANGED86286200%$806.2K$784.8K-$21.5K2026-10-14
Alchemi Wealth, LLC
UNCHANGED86286200%$807.3K$785.8K-$21.5K2026-11-04
Wolverine Asset Management LLC
INCREASED858308+550+179%$288.1K$781.1K+$492.9K2026-11-02
InTrack Investment Management Inc
INCREASED857678+179+26%$634.5K$780.2K+$145.7K2026-10-15
Blue Zone Wealth Advisors, LLC
INCREASED856844+12+1%$789.5K$779.5K-$10.0K2026-10-19
SilverOak Wealth Management LLC
DECREASED856858-20%$802.6K$779.3K-$23.4K2026-10-29
Councilmark Asset Management, LLC
UNCHANGED85585500%$799.8K$778.3K-$21.5K2026-10-20
Monarch Capital Management Inc
UNCHANGED85385300%$798.0K$776.5K-$21.4K2026-10-19
Diversified Management Inc
DECREASED852975-123-13%$912.3K$775.8K-$136.4K2026-10-08
Scott Capital Advisors, LLC
INCREASED848748+100+13%$699.5K$798.9K+$99.4K2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED843934-91-10%$874.1K$767.0K-$107.1K2026-10-26
Fiduciary Financial Group, LLC
INCREASED843780+63+8%$729.8K$767.6K+$37.8K2026-10-13
Aquire Wealth Advisors, LLC
INCREASED842833+9+1%$779.2K$766.5K-$12.7K2026-10-23
Vertrix Wealth Management, LLC
INCREASED842841+1+0%$786.7K$766.8K-$20.0K2026-10-13
CFS Investment Advisory Services, LLC
DECREASED8411,082-241-22%$1.0M$786.9K-$242.8K2026-10-19
Peoples Bank
DECREASED840847-7-1%$792.3K$764.7K-$27.7K2026-10-26
Hidden Cove Wealth Management, LLC
DECREASED838910-72-8%$850.9K$762.5K-$88.4K2026-10-19
James J. Burns & Company, LLC
INCREASED838815+23+3%$762.5K$762.9K+$4552026-10-22
MFA Wealth Services
UNCHANGED83883800%$783.6K$762.5K-$21.1K2026-10-14
Capstone Capital Management Ltd
INCREASED837819+18+2%$766.2K$762.0K-$4.2K2026-10-21
Atlas Private Wealth Advisors
DECREASED836864-28-3%$807.8K$760.9K-$46.9K2026-10-23
Eagle Harbor Asset Management Inc
DECREASED836843-7-1%$788.6K$761.0K-$27.6K2026-10-21
M. Kraus & Co
UNCHANGED83383300%$779.2K$758.3K-$20.9K2026-10-20
Leonteq Securities AG
DECREASED832857-25-3%$801.7K$757.4K-$44.3K2026-10-29
LightSquare Wealth Management, LLC
UNCHANGED83283200%$778.7K$757.8K-$20.9K2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED830802+28+3%$750.9K$755.5K+$4.6K2026-11-02
Steel Grove Capital Advisors, LLC
DECREASED830838-8-1%$784.2K$755.9K-$28.4K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED828833-5-1%$779.3K$753.8K-$25.5K2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED825845-20-2%$790.5K$751.0K-$39.4K2026-11-02
Exchange Bank
DECREASED825826-10%$772.7K$751.0K-$21.7K2026-10-07
Financial Security Advisor, Inc.
DECREASED823834-11-1%$780.5K$748.9K-$31.7K2026-11-03
Princeton Global Asset Management LLC
DECREASED820825-5-1%$771.8K$746.8K-$25.0K2026-10-21
Womack Financial LLC
UNCHANGED81781700%$764.3K$743.7K-$20.5K2026-10-14
Kaizen Financial Strategies
DECREASED815885-70-8%$818.6K$742.0K-$76.5K2026-10-09
Evanson Financial, LLC
UNCHANGED81581500%$762.7K$742.3K-$20.5K2026-10-23
Weinberger Asset Management, Inc
INCREASED814808+6+1%$769.5K$741.4K-$28.1K2026-10-28
Rooted Wealth Advisors, Inc.
UNCHANGED81481400%$761.6K$761.6K$02026-11-03
Avantra Family Wealth, Inc.
DECREASED813815-20%$762.4K$740.1K-$22.3K2026-10-20
Capital Square, LLC
DECREASED809902-93-10%$826.5K$736.5K-$90.0K2026-10-19
Cadent Capital Advisors, LLC
UNCHANGED80980900%$756.3K$736.9K-$19.4K2026-10-09
Hartmann Taylor Wealth Management, LLC
INCREASED806672+134+20%$669.6K$733.7K+$64.1K2026-10-14
Legacy Wealth Partners, LLC
INCREASED802745+57+8%$696.9K$730.1K+$33.2K2026-10-15
Rise Advisors, LLC
INCREASED800712+88+12%$666.4K$728.7K+$62.3K2026-10-16
Beacon Financial Advisory LLC
INCREASED799739+60+8%$691.6K$727.7K+$36.1K2026-10-16
Edgemoor Investment Advisors, Inc.
INCREASED797778+19+2%$728.4K$725.2K-$3.2K2026-11-03
Enzi Wealth
INCREASED794751+43+6%$692.5K$758.3K+$65.8K2026-10-14
LifeWealth Investments, LLC
DECREASED794801-7-1%$749.3K$722.6K-$26.7K2026-10-21
Ejmk Ventures LLC
DECREASED793874-81-9%$817.7K$722.0K-$95.7K2026-10-21
Richardson Financial Services Inc.
DECREASED7901,025-235-23%$958.9K$719.2K-$239.7K2026-10-30
Verity & Verity, LLC
DECREASED789815-26-3%$762.4K$718.3K-$44.2K2026-10-23
Brucke Financial, Inc.
INCREASED788728+60+8%$680.8K$717.1K+$36.3K2026-10-23
Benchmark Financial, LLC
INCREASED788759+29+4%$710.4K$717.7K+$7.3K2026-10-16
Riverwater Partners LLC
DECREASED785847-62-7%$792.3K$714.6K-$77.7K2026-11-03
Elevation Wealth Partners, LLC
DECREASED784829-45-5%$775.9K$713.4K-$62.5K2026-10-07
Advisortrust Partners, LLC
DECREASED784808-24-3%$756.3K$713.5K-$42.9K2026-11-02
Vista Investment Partners LLC
INCREASED781769+12+2%$719.4K$711.0K-$8.4K2026-10-08
Berkshire Money Management, Inc.
NEW780—+780——$710.3K—2026-10-21
Shade Tree Advisors LLC
INCREASED780779+1+0%$728.9K$710.4K-$18.5K2026-10-22
WJ Wealth Management, LLC
INCREASED779751+28+4%$702.5K$709.2K+$6.6K2026-11-03
KRS Capital Management, LLC
UNCHANGED77977900%$728.3K$708.9K-$19.4K2026-10-16
Novem Group
DECREASED777820-43-5%$767.3K$707.3K-$60.0K2026-10-19
Investment Partners Asset Management, Inc.
DECREASED775777-20%$726.9K$705.5K-$21.3K2026-10-09
Old Port Advisors
DECREASED774789-15-2%$738.1K$704.2K-$34.0K2026-10-23
Strid Group, LLC
INCREASED773762+11+1%$712.8K$703.7K-$9.1K2026-10-28
Davidson Kahn Capital Management, LLC
UNCHANGED77377300%$723.3K$703.9K-$19.4K2026-10-26
Advisory Advocates, LLC
DECREASED772834-62-7%$780.6K$703.0K-$77.7K2026-11-05
Blossom Wealth Management
INCREASED772743+29+4%$695.0K$702.7K+$7.8K2026-11-03
Tarbox Family Office, Inc.
INCREASED771721+50+7%$674.5K$701.9K+$27.4K2026-10-23
Bill Few Associates, Inc.
DECREASED769838-69-8%$783.9K$700.1K-$83.9K2026-10-09
Affinity Capital Advisors, LLC
INCREASED769755+14+2%$717.6K$728.6K+$11.0K2026-10-13
Coquina Private Wealth LLC
DECREASED766775-9-1%$725.3K$697.6K-$27.7K2026-10-27
CMG Global Holdings, LLC
DECREASED764768-4-1%$718.8K$695.5K-$23.2K2026-10-14
First City Capital Management, Inc.
UNCHANGED76476400%$714.7K$695.5K-$19.2K2026-10-27
Kwmg, LLC
DECREASED763797-34-4%$745.9K$694.9K-$51.0K2026-10-07
PUREfi Wealth, LLC
DECREASED763780-17-2%$729.9K$694.8K-$35.0K2026-10-19
Seizert Capital Partners, LLC
UNCHANGED76376300%$713.8K$694.6K-$19.2K2026-10-30
Mascoma Wealth Management LLC
DECREASED762906-144-16%$847.5K$693.7K-$153.9K2026-10-23
Thrive Wealth Management, LLC
DECREASED762795-33-4%$743.5K$693.6K-$49.9K2026-10-13
Essex LLC
UNCHANGED76076000%$710.8K$691.8K-$19.0K2026-10-14
Evansbrook LLC
INCREASED757693+64+9%$648.4K$689.4K+$41.0K2026-10-16
Firestone Capital Management
INCREASED757756+1+0%$707.6K$688.8K-$18.8K2026-11-03
Elite Wealth Management, Inc.
UNCHANGED75675600%$707.2K$688.2K-$19.0K2026-11-03
NBH Bank
INCREASED750662+88+13%$619.3K$682.8K+$63.5K2026-11-05
AUA Capital Management, LLC
UNCHANGED75075000%$701.6K$682.8K-$18.8K2026-10-15
Sage Private Wealth Group, LLC
INCREASED749664+85+13%$621.0K$681.8K+$60.8K2026-10-21
Capital Squared Financial LLC
INCREASED749695+54+8%$649.9K$682.2K+$32.3K2026-10-30
Trademark Financial Management, LLC
DECREASED747766-19-2%$717.0K$679.6K-$37.4K2026-10-23
Jacobsen Capital Management
DECREASED747750-30%$701.6K$680.0K-$21.6K2026-10-27
Stonebridge Financial Group, LLC
DECREASED745811-66-8%$758.7K$678.2K-$80.5K2026-10-01
Bdfs Capital LLC
DECREASED745754-9-1%$705.5K$678.5K-$27.0K2026-10-14
Towerpoint Wealth, LLC
INCREASED743633+110+17%$592.2K$676.4K+$84.2K2026-10-13
QTR Family Wealth, LLC
DECREASED7421,031-289-28%$964.5K$675.7K-$288.8K2026-11-02
Tactive Advisors, LLC
DECREASED741865-124-14%$809.3K$674.2K-$135.1K2026-10-08
Long Road Investment Counsel, LLC
DECREASED738938-200-21%$877.5K$671.8K-$205.6K2026-11-04
Braeburn Wealth Management LLC
INCREASED738728+10+1%$680.9K$671.8K-$9.1K2026-10-15
Mcrae Capital Management Inc
UNCHANGED73873800%$690.4K$671.8K-$18.5K2026-10-15
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED737539+198+37%$504.2K$670.9K+$166.7K2026-10-13
Quantum Financial Advisors, LLC
INCREASED737703+34+5%$657.4K$670.7K+$13.3K2026-11-03
Key Client Fiduciary Advisors, LLC
INCREASED737735+2+0%$688.0K$670.5K-$17.5K2026-10-19
WealthBridge Capital Management, LLC
INCREASED736730+6+1%$683.0K$670.2K-$12.8K2026-10-16
Argos Wealth Advisors, LLC
DECREASED735755-20-3%$705.9K$668.8K-$37.2K2026-11-02
Rosenberg Matthew Hamilton
UNCHANGED72972900%$682.0K$663.6K-$18.3K2026-10-05
AMG Asset Management Group, Inc.
DECREASED7271,253-526-42%$1.2M$661.9K-$510.3K2026-10-21
Beverly Hills Private Wealth, LLC
INCREASED726712+14+2%$666.5K$661.3K-$5.2K2026-11-04
TigerOak Management, L.L.C.
UNCHANGED72572500%$678.2K$660.0K-$18.2K2026-10-23
Momentous Wealth Management, Inc.
INCREASED722674+48+7%$630.3K$657.1K+$26.8K2026-10-21
Floyd Financial Group LLC
INCREASED720645+75+12%$594.5K$687.3K+$92.8K2026-10-28
Caliber Wealth Management, LLC / KS
INCREASED718715+3+0%$669.0K$653.8K-$15.2K2026-11-04
Madison Park Capital Advisors, LLC
DECREASED7174,507-3,790-84%$363.2K$652.7K+$289.6K2026-10-28
Collective Family Office LLC
DECREASED717728-11-2%$681.0K$652.7K-$28.3K2026-10-05
Orin Green Financial, LLC
UNCHANGED71671600%$669.3K$651.3K-$18.0K2026-10-19
Palisade Asset Management, LLC
UNCHANGED71571500%$668.9K$650.9K-$18.0K2026-11-03
Northern Lights Advisors, Inc.
INCREASED714421+293+70%$393.7K$649.7K+$256.0K2026-10-21
Lee Financial Co
INCREASED713698+15+2%$652.9K$649.3K-$3.6K2026-10-16
Elevatus Welath Management
DECREASED712783-71-9%$732.6K$648.9K-$83.8K2026-10-19
Virtue Asset Management LLC
DECREASED712714-20%$668.1K$648.4K-$19.8K2026-10-21
Hendershot Investments Inc.
UNCHANGED70870800%$662.3K$644.5K-$17.8K2026-11-05
Stolz & Associates, PS
UNCHANGED70670600%$660.4K$642.7K-$17.7K2026-11-05
Plimoth Trust Co LLC
INCREASED705457+248+54%$427.5K$641.8K+$214.3K2026-10-26
BankPlus Wealth Management LLC
INCREASED704700+4+1%$655.2K$642.1K-$13.1K2026-10-13
Capital Wealth Alliance, LLC
INCREASED703505+198+39%$472.4K$640.0K+$167.6K2026-10-20
Beacon Bank & Trust
DECREASED702963-261-27%$900.9K$639.1K-$261.8K2026-10-27
Correct Capital Wealth Management
UNCHANGED70270200%$656.7K$639.1K-$17.6K2026-11-02
Boit C F David
NEW700—+700——$637.2K—2026-10-29
Donalies Financial Planning, LLC
NEW700—+700——$637.2K—2026-10-19
Iams Wealth Management, LLC
DECREASED7001,110-410-37%$1.0M$637.7K-$401.2K2026-10-15
Ameliora Wealth Management Ltd.
DECREASED698721-23-3%$674.5K$635.4K-$39.1K2026-10-23
Silver Grove Financial Group, Inc.
INCREASED698682+16+2%$637.9K$635.3K-$2.6K2026-11-05
Valtinson Bruner Financial Planning LLC
DECREASED697698-10%$652.8K$634.5K-$18.2K2026-11-02
EdgeRock Capital LLC
DECREASED696723-27-4%$676.0K$633.2K-$42.7K2026-11-03
Cannon Financial Strategists, Inc.
DECREASED695722-27-4%$675.8K$633.0K-$42.7K2026-10-19
Tamar Securities, LLC
DECREASED694706-12-2%$660.1K$631.7K-$28.5K2026-11-03
HRC Wealth Management, LLC
INCREASED692691+1+0%$646.7K$629.7K-$17.0K2026-10-16
Successful Portfolios LLC
UNCHANGED69169100%$632.1K$637.6K+$5.5K2026-10-09
Tandem Investment Partners LLC
UNCHANGED69069000%$645.5K$628.1K-$17.3K2026-10-16
Signature Equity Partners, LLC
DECREASED680793-113-14%$742.1K$618.9K-$123.2K2026-10-29
Nestegg Advisors, Inc.
UNCHANGED68068000%$636.4K$619.0K-$17.4K2026-10-21
Elm3 Financial Group, LLC
DECREASED679687-8-1%$643.0K$618.4K-$24.6K2026-10-07
LVM Capital Management LTD
DECREASED678713-35-5%$667.0K$617.2K-$49.8K2026-10-20
Abel Hall, LLC
DECREASED6771,303-626-48%$1.2M$616.1K-$602.6K2026-10-19
Paladin Wealth, LLC
INCREASED677630+47+7%$589.3K$616.0K+$26.6K2026-10-23
XXI Wealth, LLC
DECREASED677709-32-5%$663.6K$616.7K-$46.9K2026-10-22
Hiley Hunt Wealth Management
INCREASED677674+3+0%$630.6K$616.4K-$14.2K2026-10-08
SP Asset Management LLC
UNCHANGED67767700%$633.5K$616.5K-$17.0K2026-11-05
Intrua Financial, LLC
DECREASED676771-95-12%$721.2K$614.7K-$106.4K2026-10-28
First Growth Capital LLC
UNCHANGED67667600%$632.4K$615.4K-$17.0K2026-10-15
Keating Investment Counselors Inc
UNCHANGED67567500%$631.4K$614.5K-$17.0K2026-10-14
CWC Advisors, Llc.
DECREASED671682-11-2%$638.0K$610.9K-$27.1K2026-10-15
Asio Capital, LLC
DECREASED670675-5-1%$631.4K$609.9K-$21.5K2026-10-19
Community Bank & Trust, Waco, Texas
INCREASED667577+90+16%$540.0K$607.0K+$67.0K2026-10-19
BOS Asset Management, LLC
DECREASED667730-63-9%$682.9K$607.2K-$75.7K2026-10-09
Peterson Wealth Advisors, LLC
DECREASED666702-36-5%$656.8K$606.6K-$50.2K2026-10-08
Prota Financial, LLC
INCREASED666658+8+1%$608.0K$608.9K+$9472026-10-08
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED66666600%$623.4K$606.7K-$16.7K2026-10-08
Peak Financial Management, Inc.
UNCHANGED66566500%$622.4K$605.7K-$16.7K2026-10-16
Krane Financial Solutions LLC
INCREASED661660+1+0%$617.2K$601.4K-$15.8K2026-10-30
Carmel Capital Partners, LLC
INCREASED658650+8+1%$608.2K$599.4K-$8.8K2026-11-03
North Berkeley Wealth Management, LLC
DECREASED658664-6-1%$621.2K$599.0K-$22.1K2026-11-02
Newman Dignan & Sheerar, Inc.
INCREASED658657+1+0%$615.0K$598.6K-$16.4K2026-10-21
Heritage Family Offices, LLP
DECREASED657796-139-17%$744.6K$598.1K-$146.5K2026-11-02
Hamilton Capital, LLC
DECREASED657712-55-8%$666.1K$598.1K-$68.0K2026-10-08
Uhlmann Price Securities, LLC
INCREASED656427+229+54%$399.6K$597.4K+$197.8K2026-11-03
Greenwood Capital Associates LLC
DECREASED656692-36-5%$647.3K$597.2K-$50.2K2026-10-27
Invested Advisors
DECREASED656666-10-1%$623.0K$597.2K-$25.8K2026-10-23
TrinityBridge Ltd
DECREASED656666-10-1%$623.0K$597.0K-$26.0K2026-10-30
Selective Wealth Management, Inc.
INCREASED654598+56+9%$562.4K$639.8K+$77.5K2026-10-16
Sulzberger Capital Advisors, Inc.
INCREASED652554+98+18%$518.3K$593.5K+$75.3K2026-10-20
Grey Fox Wealth Advisors, LLC
DECREASED652669-17-3%$625.9K$593.6K-$32.3K2026-11-03
Lantz Financial LLC
DECREASED652662-10-2%$619.0K$593.3K-$25.7K2026-10-15
Planned Solutions, Inc.
UNCHANGED64864800%$606.2K$589.9K-$16.3K2026-10-19
Thompson Investment Management, Inc.
UNCHANGED64864800%$606.2K$589.9K-$16.3K2026-10-14
Optivise Advisory Services LLC
DECREASED645687-42-6%$642.6K$587.1K-$55.5K2026-10-19
Ifrah Financial Services, Inc.
DECREASED645659-14-2%$616.5K$586.8K-$29.7K2026-10-13
Gibson Capital, LLC
DECREASED645646-10%$604.3K$587.2K-$17.1K2026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED644613+31+5%$573.8K$586.5K+$12.7K2026-10-28
Fourpath Capital Management, LLC
INCREASED644642+2+0%$600.6K$586.3K-$14.3K2026-10-19
Accelerate Investment Advisors LLC
DECREASED643732-89-12%$685.1K$585.4K-$99.7K2026-11-02
Financial Management Professionals, Inc.
DECREASED643645-20%$603.3K$585.3K-$18.0K2026-10-23
Investment Planning Advisors, Inc.
INCREASED641523+118+23%$489.7K$583.5K+$93.7K2026-10-14
Taylor Financial Group, Inc.
UNCHANGED64164100%$599.6K$583.5K-$16.1K2026-11-02
Stordahl Capital Management, Inc.
UNCHANGED63963900%$597.8K$581.7K-$16.1K2026-10-22
UMB Private Wealth Management, LLC
NEW637—+637——$579.9K—2026-10-19
Sterling Financial Planning, Inc.
INCREASED636620+16+3%$580.4K$579.4K-$9562026-10-28
Virginia Wealth Management Group, Inc.
UNCHANGED63663600%$595.0K$579.0K-$16.0K2026-10-14
New Covenant Trust Company, N.A.
INCREASED635495+140+28%$463.1K$578.1K+$115.0K2026-10-08
Clarity Wealth Development LLC
DECREASED635734-99-13%$686.9K$578.2K-$108.7K2026-10-22
Peoples Financial Services Corp.
DECREASED635658-23-3%$615.5K$578.1K-$37.5K2026-10-20
Stevens Capital Partners
INCREASED633415+218+53%$388.0K$576.2K+$188.2K2026-10-29
Lavelle Capital LP
UNCHANGED63363300%$592.0K$576.1K-$15.9K2026-11-03
CPA Asset Management Group, LLC
DECREASED632647-15-2%$604.8K$574.9K-$29.9K2026-10-26
Three Bridge Wealth Advisors, LLC
DECREASED632636-4-1%$595.0K$575.3K-$19.6K2026-11-05
Moulton Wealth Management, Inc
INCREASED631630+1+0%$583.4K$577.2K-$6.2K2026-10-13
Summit Investment Advisors, Inc.\KS
UNCHANGED63063000%$589.6K$573.8K-$15.8K2026-11-05
Tributary Capital Management, LLC
UNCHANGED63063000%$589.3K$573.5K-$15.8K2026-10-28
Pictet North America Advisors SA
INCREASED629600+29+5%$561.3K$572.6K+$11.3K2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED628463+165+36%$426.5K$625.0K+$198.5K2026-10-21
Willner & Heller, LLC
DECREASED627654-27-4%$611.4K$571.1K-$40.3K2026-10-28
Foguth Wealth Management, Llc.
DECREASED626695-69-10%$650.3K$619.2K-$31.1K2026-10-19
Unified Investment Management
UNCHANGED62662600%$585.7K$570.0K-$15.7K2026-10-14
Heritage Investment Group, Inc.
INCREASED625622+3+0%$581.9K$569.0K-$12.9K2026-11-03
Bell Investment Advisors, Inc
INCREASED624539+85+16%$504.2K$568.3K+$64.0K2026-10-29
PFG Private Wealth Management, LLC
INCREASED624582+42+7%$544.5K$568.3K+$23.9K2026-10-15
Raleigh Capital Management Inc.
INCREASED624596+28+5%$557.6K$567.9K+$10.3K2026-10-28
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED624619+5+1%$579.0K$567.8K-$11.3K2026-10-15
Veracity Capital LLC
INCREASED622616+6+1%$575.9K$565.9K-$10.0K2026-10-08
World Equity Group, Inc.
DECREASED6211,011-390-39%$945.7K$611.1K-$334.6K2026-10-14
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED619682-63-9%$638.3K$563.9K-$74.4K2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED61761700%$577.0K$562.0K-$15.0K2026-10-13
Kestra Investment Management, LLC
DECREASED6161,586-970-61%$1.5M$561.0K-$923.0K2026-11-04
Wespac Advisors, LLC
DECREASED616640-24-4%$598.7K$560.8K-$37.9K2026-10-26
Dagco, Inc.
INCREASED615505+110+22%$472.3K$560.0K+$87.7K2026-10-20
Boomfish Wealth Group, LLC
DECREASED615627-12-2%$586.3K$559.6K-$26.7K2026-10-22
Turning Point Benefit Group, Inc.
DECREASED614616-20%$570.4K$561.8K-$8.7K2026-10-28
Foundation Wealth Management, LLC
INCREASED612594+18+3%$555.4K$557.3K+$1.9K2026-10-22
McGlone Suttner Wealth Management, Inc.
DECREASED611612-10%$572.2K$556.2K-$16.0K2026-10-13
Madden Securities Corp
UNCHANGED61061000%$570.6K$555.3K-$15.3K2026-10-27
JB Capital LLC
DECREASED608665-57-9%$622.2K$553.2K-$69.0K2026-10-19
Spectrum Planning & Advisory Services Inc.
INCREASED605408+197+48%$382.0K$550.4K+$168.4K2026-11-05
J. L. Bainbridge & Co., Inc.
DECREASED605705-100-14%$659.4K$550.7K-$108.7K2026-10-20
Integris Wealth Management, LLC
DECREASED605610-5-1%$570.9K$551.1K-$19.8K2026-10-14
Warren Street Wealth Advisors, LLC
DECREASED602675-73-11%$631.4K$548.1K-$83.4K2026-11-04
Christensen, King & Associates Investment Services, Inc.
INCREASED600489+111+23%$457.8K$546.3K+$88.5K2026-10-22
Wilkins Investment Counsel Inc
INCREASED600510+90+18%$477.1K$546.2K+$69.1K2026-11-03
Financial Advisory Partners, LLC
DECREASED600610-10-2%$570.6K$546.2K-$24.4K2026-10-23
Carota Wealth Management
UNCHANGED60060000%$561.3K$546.2K-$15.1K2026-11-03
G&S Capital LLC
INCREASED599219+380+174%$204.9K$545.3K+$340.4K2026-10-23
BlueChip Wealth Advisors LLC
INCREASED599319+280+88%$298.7K$545.6K+$246.9K2026-11-03
Lakeshore Financial Planning, Inc.
INCREASED597586+11+2%$548.7K$543.0K-$5.6K2026-10-13
J.Safra Asset Management Corp
DECREASED597598-10%$559.2K$543.0K-$16.2K2026-11-03
Patriot Investment Management Group, Inc.
INCREASED596581+15+3%$543.9K$542.5K-$1.3K2026-10-15
Financial Planning Hawaii, Inc.
DECREASED595780-185-24%$729.3K$541.7K-$187.5K2026-10-13
CWS Financial Advisors, LLC
INCREASED595546+49+9%$510.4K$541.5K+$31.1K2026-10-16
Valen Private Capital, LLC
NEW593—+593——$539.8K—2026-10-23
ADE, LLC
INCREASED590589+1+0%$551.0K$537.1K-$13.9K2026-10-29
August Group Capital Ltd
DECREASED589615-26-4%$574.4K$535.3K-$39.1K2026-10-14
Deseret Mutual Benefit Administrators
INCREASED589565+24+4%$528.5K$536.2K+$7.6K2026-11-04
Alkeme Wealth, LLC
INCREASED588587+1+0%$549.4K$534.9K-$14.5K2026-10-08
Chapin Davis, Inc.
INCREASED587585+2+0%$547.3K$534.4K-$12.9K2026-10-09
Adamsbrown Wealth Consultants LLC
DECREASED587588-10%$550.3K$534.0K-$16.3K2026-10-20
Kelleher Financial Advisors
DECREASED5861,540-954-62%$1.4M$533.4K-$906.6K2026-10-30
Collaborative Fund Advisors, LLC
DECREASED5861,012-426-42%$946.7K$533.5K-$413.2K2026-11-02
Compagnie Lombard Odier SCmA
INCREASED586366+220+60%$342.4K$533.5K+$191.1K2026-11-04
Philadelphia Trust Co
DECREASED582632-50-8%$591.0K$530.0K-$61.0K2026-11-05
Sunpointe, LLC
DECREASED582618-36-6%$578.2K$529.9K-$48.3K2026-10-22
Fonville Wealth Management LLC
DECREASED579599-20-3%$560.4K$527.2K-$33.3K2026-10-28
Accel Wealth Management
DECREASED578591-13-2%$553.0K$526.5K-$26.4K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED577559+18+3%$523.2K$524.9K+$1.7K2026-10-19
Millennium Capital Advisors, LLC
DECREASED577579-20%$542.2K$524.9K-$17.3K2026-10-16
Paradigm, Strategies in Wealth Management, LLC
DECREASED575592-17-3%$553.4K$523.1K-$30.3K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5741,812-1,238-68%$1.7M$522.5K-$1.2M2026-10-14
Decker Wealth Management LLC
INCREASED572331+241+73%$309.7K$520.3K+$210.6K2026-10-09
Seelaus Asset Management LLC
DECREASED571787-216-27%$736.0K$519.7K-$216.3K2026-10-14
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED57157100%$534.0K$519.9K-$14.1K2026-10-08
Tannin Capital LLC
INCREASED570538+32+6%$503.3K$518.9K+$15.6K2026-11-05
Narus Financial Partners, LLC
INCREASED568523+45+9%$489.6K$517.1K+$27.5K2026-10-19
Precedent Wealth Partners, LLC
INCREASED567503+64+13%$470.5K$516.5K+$45.9K2026-10-21
Kachkovsky & Fisher, Inc.
INCREASED567564+3+1%$527.4K$516.6K-$10.8K2026-10-21
MMA Asset Management LLC
INCREASED566486+80+16%$454.9K$515.5K+$60.6K2026-11-02
Pennsylvania Capital Management Inc
DECREASED565585-20-3%$547.3K$514.3K-$32.9K2026-11-05
Advisor Resource Council
DECREASED564598-34-6%$568.1K$521.0K-$47.1K2026-11-05
FAI Advisors, Inc.
INCREASED563560+3+1%$523.9K$512.5K-$11.3K2026-10-27
Abner Herrman & Brock LLC
DECREASED562575-13-2%$538.0K$512.0K-$26.0K2026-10-20
Torray Investment Partners LLC
DECREASED560628-68-11%$587.5K$509.8K-$77.7K2026-10-30
Archvest Wealth Advisors, Inc.
DECREASED560606-46-8%$567.3K$509.4K-$57.9K2026-10-29
Investment Management Trust, LLC
INCREASED560558+2+0%$521.7K$509.4K-$12.3K2026-11-05
Rodgers & Associates, LTD
INCREASED559556+3+1%$520.2K$508.9K-$11.2K2026-10-20
Triumph Capital Management
INCREASED559557+2+0%$520.9K$508.9K-$12.0K2026-10-14
TFB Advisors LLC
INCREASED555554+1+0%$518.3K$505.2K-$13.0K2026-11-02
Summit Securities Group LLC
NEW554—+554——$504.3K—2026-11-05
Braun-Bostich & Associates Inc.
INCREASED554492+62+13%$460.3K$504.3K+$44.1K2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED551365+186+51%$342.6K$502.5K+$159.9K2026-10-16
Bayban
UNCHANGED55155100%$515.4K$515.4K$02026-11-05
Blankinship & Foster, LLC
UNCHANGED55155100%$515.5K$501.7K-$13.8K2026-10-19
Matrix Asset Advisors Inc
UNCHANGED55155100%$515.1K$501.4K-$13.7K2026-10-13
Creative Capital Management Investments LLC
DECREASED550559-9-2%$522.9K$500.7K-$22.2K2026-10-28
Capstone Wealth Management Group, Inc.
INCREASED549418+131+31%$391.1K$499.5K+$108.4K2026-10-19
Convergence Investment Partners, LLC
INCREASED549491+58+12%$459.0K$499.5K+$40.5K2026-10-28
KFA Private Wealth Group, LLC
INCREASED549547+2+0%$512.1K$499.9K-$12.2K2026-10-07
Basso Capital Management, L.P.
NEW546—+546——$496.8K—2026-10-30
Aletheian Wealth Advisors LLC
INCREASED542521+21+4%$487.4K$493.4K+$6.0K2026-10-08
Opal Wealth Advisors, LLC
INCREASED542537+5+1%$502.4K$493.4K-$8.9K2026-10-16
First Fiduciary Investment Counsel, Inc.
UNCHANGED54254200%$507.0K$493.0K-$14.0K2026-10-27
Meridian Financial Partners LLC
INCREASED541539+2+0%$494.2K$529.3K+$35.1K2026-10-23
Culbertson A N & Co Inc
DECREASED540550-10-2%$514.5K$491.6K-$22.9K2026-10-21
Rahlfs Capital, LLC
UNCHANGED54054000%$505.2K$491.6K-$13.6K2026-10-23
Adkins Seale Capital Management LLC
UNCHANGED54054000%$505.2K$491.6K-$13.6K2026-10-27
Harbor Group, Inc.
INCREASED539379+160+42%$354.3K$490.7K+$136.4K2026-10-14
Dale Q Rice Investment Management Ltd
UNCHANGED53753700%$502.3K$488.9K-$13.5K2026-10-09
Quantum Financial Partners LLC
DECREASED536575-39-7%$538.6K$487.5K-$51.1K2026-10-19
Smith Salley Wealth Management
DECREASED536569-33-6%$532.1K$487.8K-$44.3K2026-11-03
Innova Wealth Partners
INCREASED535534+1+0%$499.7K$487.2K-$12.4K2026-10-21
Kingstone Capital Partners Texas, LLC
INCREASED535534+1+0%$499.4K$486.8K-$12.7K2026-11-03
Private Client Services, LLC
DECREASED534722-188-26%$675.7K$485.7K-$190.0K2026-10-02
First Community Trust NA
UNCHANGED53453400%$499.5K$486.1K-$13.4K2026-10-07
Insight Inv LLC
UNCHANGED53353300%$498.6K$485.2K-$13.4K2026-10-27
KFG Wealth Management, LLC
DECREASED532614-82-13%$574.7K$483.9K-$90.8K2026-10-16
Cap Partners, LLC
INCREASED532514+18+4%$480.8K$484.3K+$3.5K2026-10-19
High Note Wealth, LLC
DECREASED530531-10%$496.7K$482.5K-$14.3K2026-10-27
Waterfront Wealth Inc.
UNCHANGED52952900%$484.7K$525.0K+$40.3K2026-11-03
Griffith & Werner, Inc.
INCREASED527492+35+7%$460.0K$480.1K+$20.1K2026-11-04
Grant Private Wealth Management Inc
DECREASED525746-221-30%$697.9K$477.9K-$219.9K2026-10-19
StoryOne LLC
INCREASED522290+232+80%$271.3K$475.2K+$203.9K2026-10-13
Clay Northam Wealth Management, LLC
UNCHANGED51751700%$483.7K$470.8K-$13.0K2026-10-13
Virtue Capital Management, LLC
DECREASED516571-55-10%$534.2K$469.7K-$64.4K2026-10-29
Heritage Wealth Management, Inc.
UNCHANGED51451400%$480.8K$467.9K-$12.9K2026-10-27
Legacy Financial Strategies, LLC
DECREASED513554-41-7%$518.6K$467.3K-$51.2K2026-10-15
Flagship Wealth Advisors, LLC
INCREASED513475+38+8%$444.3K$467.0K+$22.7K2026-11-03
Oakmont Investment Advisors, Inc.
INCREASED513505+8+2%$472.8K$467.9K-$4.9K2026-10-21
Define Financial, LLC
INCREASED513507+6+1%$474.7K$467.0K-$7.7K2026-10-14
Fulcrum Equity Management
DECREASED512590-78-13%$552.0K$466.2K-$85.8K2026-10-21
Hutchens & Kramer Investment Management Group, LLC
INCREASED511306+205+67%$286.6K$465.6K+$178.9K2026-10-16
Elevated Capital Advisors, LLC
DECREASED511547-36-7%$511.6K$464.9K-$46.7K2026-11-04
Walker Asset Management, LLC
INCREASED511510+1+0%$477.5K$465.2K-$12.2K2026-10-13
Arvest Investments, Inc.
INCREASED510509+1+0%$476.2K$464.3K-$11.9K2026-10-21
Mullaney, Keating & Wright, Inc.
UNCHANGED51051000%$477.1K$464.3K-$12.8K2026-10-19
Mcdonald Partners LLC
INCREASED509499+10+2%$466.8K$463.4K-$3.4K2026-11-03
Global Wealth Strategies & Associates
INCREASED508463+45+10%$432.8K$462.1K+$29.3K2026-10-02
Cambridge Financial Group, LLC
UNCHANGED50750700%$473.9K$473.9K$02026-10-06
Detalus Advisors, LLC
DECREASED505523-18-3%$489.2K$459.8K-$29.4K2026-10-15
Campbell Newman Asset Management Inc
UNCHANGED50550500%$472.4K$459.7K-$12.7K2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED503333+170+51%$311.5K$474.0K+$162.4K2026-10-20
Valley National Advisers Inc
DECREASED503507-4-1%$474.7K$458.3K-$16.3K2026-10-23
Lorne Steinberg Wealth Management Inc.
INCREASED503501+2+0%$468.7K$457.9K-$10.8K2026-10-23
LeConte Wealth Management, LLC
DECREASED500576-76-13%$538.9K$455.2K-$83.7K2026-10-20
Scissortail Wealth Management, LLC
INCREASED500428+72+17%$400.4K$455.2K+$54.8K2026-11-03
Cookson Peirce & Co Inc
INCREASED499272+227+83%$254.9K$453.9K+$199.1K2026-10-30
GSG Advisors LLC
INCREASED499496+3+1%$463.7K$454.0K-$9.7K2026-11-03
Bernardo Wealth Planning LLC
INCREASED498234+264+113%$219.3K$454.2K+$235.0K2026-10-23
Targeted Financial Services LLC
INCREASED497448+49+11%$418.8K$452.4K+$33.6K2026-10-19
Mayfair Advisory Group, LLC
DECREASED497499-20%$466.2K$452.3K-$14.0K2026-10-20
BCS Wealth Management
DECREASED495501-6-1%$468.7K$450.6K-$18.1K2026-11-03
Ares Financial Consulting, LLC
INCREASED494489+5+1%$457.7K$450.0K-$7.7K2026-10-19
Five Pine Wealth Management
INCREASED494492+2+0%$460.6K$449.8K-$10.8K2026-10-20
Schaeffer Financial LLC
UNCHANGED49349300%$461.2K$448.8K-$12.4K2026-10-23
Team Financial Group, LLC
UNCHANGED49249200%$460.4K$448.1K-$12.3K2026-10-30
Rare Wolf Capital LLC
UNCHANGED49249200%$460.3K$447.9K-$12.4K2026-10-20
Sherman Asset Management, Inc.
DECREASED491691-200-29%$647.2K$447.7K-$199.5K2026-11-05
CPC Advisors, LLC
INCREASED491422+69+16%$394.8K$447.0K+$52.2K2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED490492-20%$460.0K$452.1K-$7.8K2026-10-09
Lighthouse Financial Services Inc
UNCHANGED49049000%$452.8K$446.4K-$6.3K2026-11-02
Capstone Wealth Management Group, LLC
DECREASED489831-342-41%$777.8K$452.3K-$325.4K2026-11-05
Meritas Wealth Management, LLC
INCREASED489465+24+5%$435.0K$445.2K+$10.2K2026-10-14
Koesten, Hirschmann & Crabtree, Inc.
INCREASED487422+65+15%$394.5K$443.0K+$48.6K2026-10-13
Next Level Private LLC
INCREASED487466+21+5%$435.5K$443.2K+$7.7K2026-10-20
GoalVest Advisory LLC
INCREASED486472+14+3%$441.5K$442.4K+$8832026-10-02
Geneva Partners, LLC
DECREASED483513-30-6%$480.0K$439.8K-$40.2K2026-10-26
Johnson Bixby & Associates, LLC
UNCHANGED48148100%$449.5K$437.4K-$12.1K2026-10-14
AmeriServ Wealth Advisors
DECREASED480663-183-28%$620.2K$437.0K-$183.3K2026-10-21
Cottage Street Advisors LLC
INCREASED480441+39+9%$412.5K$436.6K+$24.1K2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED480477+3+1%$446.6K$436.9K-$9.6K2026-10-26
Landaas & Co
INCREASED479465+14+3%$435.0K$436.1K+$1.1K2026-10-29
Cornerstone Enterprises, LLC
DECREASED478501-23-5%$468.7K$435.1K-$33.5K2026-10-15
American Capital Advisory, LLC
DECREASED478484-6-1%$453.0K$435.4K-$17.6K2026-10-28
Sanders Morris Harris LLC
NEW476—+476——$438.1K—2026-10-14
Centurion Wealth Management LLC
DECREASED476632-156-25%$591.1K$433.0K-$158.1K2026-10-13
ASL Financial, LLC
DECREASED474484-10-2%$452.8K$431.5K-$21.3K2026-10-15
Avity Investment Management Inc.
UNCHANGED47447400%$443.4K$431.5K-$11.9K2026-10-09
TKG Advisors, LLC
NEW472—+472——$429.7K—2026-11-02
Acorn Creek Capital LLC
DECREASED471500-29-6%$468.1K$429.1K-$39.0K2026-11-05
Seven Hills Financial, LLC
NEW470—+470——$428.2K—2026-10-13
Bourgeon Capital Management LLC
UNCHANGED47047000%$439.7K$427.9K-$11.8K2026-10-19
National Wealth Management Group, LLC
DECREASED469520-51-10%$486.7K$427.4K-$59.3K2026-10-26
Firethorn Wealth Partners, LLC
DECREASED469498-29-6%$465.8K$427.2K-$38.6K2026-10-14
Sharkey, Howes & Javer
UNCHANGED46946900%$438.4K$427.1K-$11.4K2026-10-22
Motive Wealth Advisors
DECREASED468515-47-9%$481.8K$426.0K-$55.7K2026-10-26
First American Bank
UNCHANGED46746700%$436.9K$425.1K-$11.7K2026-10-27
Richard P Slaughter Associates Inc
INCREASED464342+122+36%$319.9K$422.2K+$102.3K2026-10-13
Great Diamond Partners, LLC
DECREASED463484-21-4%$452.8K$421.5K-$31.3K2026-10-13
Capstone Wealth Management, LLC
DECREASED462799-337-42%$747.5K$420.9K-$326.5K2026-11-02
Ring Mountain Capital, LLC
DECREASED462490-28-6%$458.6K$420.8K-$37.8K2026-10-13
Alliance Wealth Advisors, LLC
INCREASED462445+17+4%$416.3K$420.6K+$4.3K2026-10-28
Windsor Capital Management, LLC
DECREASED461503-42-8%$470.5K$419.7K-$50.9K2026-10-13
Harmony Asset Management LLC
DECREASED460495-35-7%$463.1K$418.8K-$44.3K2026-10-20
Syntegra Private Wealth Group, LLC
DECREASED460487-27-6%$455.6K$418.7K-$36.8K2026-10-13
Northwest Wealth Management, LLC
DECREASED460481-21-4%$449.5K$418.4K-$31.1K2026-10-30
XY Planning Network, Inc.
INCREASED459443+16+4%$414.5K$417.9K+$3.4K2026-10-14
RS Crum Inc.
UNCHANGED45945900%$429.5K$418.1K-$11.4K2026-10-19
Integrity Wealth Partners, LLC
NEW458—+458——$416.9K—2026-10-14
Affiance Financial, LLC
DECREASED458471-13-3%$440.6K$417.5K-$23.1K2026-10-15
Founders Capital Management
UNCHANGED45745700%$427.5K$416.0K-$11.5K2026-10-13
Form Wealth Advisors, LLC
UNCHANGED45445400%$424.7K$413.3K-$11.4K2026-10-13
Hamilton Point Investment Advisors, LLC
UNCHANGED45245200%$422.5K$411.2K-$11.4K2026-11-03
Smart Wealth LLC
INCREASED451412+39+9%$385.1K$410.4K+$25.3K2026-11-04
Garrett Wealth Advisory Group, LLC
INCREASED451434+17+4%$406.0K$410.6K+$4.6K2026-10-22
Quantum Private Wealth, LLC
INCREASED451450+1+0%$420.9K$410.5K-$10.4K2026-10-20
Three Magnolias Financial Advisors, LLC
UNCHANGED45145100%$421.9K$410.6K-$11.3K2026-10-14
Maia Wealth LLC
DECREASED450473-23-5%$442.3K$409.5K-$32.8K2026-10-19
AWM Capital, LLC
INCREASED449299+150+50%$279.9K$409.2K+$129.3K2026-10-16
Semus Wealth Partners LLC
INCREASED447438+9+2%$410.2K$406.8K-$3.4K2026-10-22
CGC Financial Services, LLC
UNCHANGED44744700%$418.6K$407.4K-$11.2K2026-10-13
Reston Wealth Management LLC
DECREASED445455-10-2%$426.1K$404.8K-$21.3K2026-10-29
Founders Grove Wealth Partners, LLC
DECREASED444485-41-8%$453.7K$404.2K-$49.5K2026-10-16
Sierra Ocean, LLC
DECREASED442457-15-3%$427.2K$402.1K-$25.1K2026-11-03
Family Capital Management, Inc.
INCREASED441423+18+4%$395.7K$401.1K+$5.4K2026-11-03
626 Financial, LLC
UNCHANGED44144100%$412.5K$401.5K-$11.1K2026-11-04
Green Ridge Wealth Planning LLC
DECREASED440502-62-12%$469.6K$400.6K-$69.1K2026-10-08
Williams & Novak Wealth Management, LLC
DECREASED440445-5-1%$416.3K$400.6K-$15.7K2026-10-09
ERn Financial, LLC
UNCHANGED44044000%$411.6K$400.6K-$11.1K2026-10-28
Samalin Investment Counsel, LLC
INCREASED439416+23+6%$389.3K$399.4K+$10.1K2026-10-23
Phillips Financial Management, LLC
INCREASED438405+33+8%$378.9K$398.8K+$19.9K2026-10-19
Code Waechter LLC
DECREASED438439-10%$410.7K$398.3K-$12.3K2026-10-23
Hickory Point Bank & Trust
UNCHANGED43843800%$409.7K$398.7K-$11.0K2026-10-01
G2 Capital Management, LLC / OH
INCREASED437435+2+0%$406.7K$398.2K-$8.5K2026-10-23
Summit Financial Consulting LLC
UNCHANGED43543500%$406.9K$396.0K-$10.9K2026-10-15
Charter Capital Management, Llc\de
UNCHANGED43543500%$407.3K$396.4K-$10.9K2026-10-28
Ddfg, Inc
INCREASED433432+1+0%$404.3K$394.4K-$9.9K2026-10-15
Equity Wealth Partners, LLC
DECREASED432502-70-14%$469.4K$392.9K-$76.6K2026-10-26
Warwick Investment Management, Inc.
DECREASED432477-45-9%$446.3K$393.4K-$52.9K2026-10-19
Sageworth Trust Co of South Dakota
DECREASED432451-19-4%$421.9K$393.3K-$28.6K2026-10-30
Jacksonville Wealth Management, LLC
DECREASED432436-4-1%$407.8K$393.4K-$14.4K2026-10-30
Piedmont Capital Management, LLC
UNCHANGED43243200%$404.1K$393.3K-$10.9K2026-10-21
Spectrum Wealth Advisory Group, LLC
DECREASED431445-14-3%$416.2K$392.6K-$23.6K2026-10-29
Vima LLC
DECREASED429436-7-2%$408.0K$390.7K-$17.3K2026-10-23
Almanack Investment Partners, Llc.
INCREASED424274+150+55%$256.3K$386.0K+$129.7K2026-11-03
Providence First Trust Co
INCREASED424358+66+18%$334.6K$386.0K+$51.3K2026-11-02
Buck Wealth Strategies, LLC
DECREASED424489-65-13%$457.8K$385.7K-$72.1K2026-10-28
Encompass More Asset Management
INCREASED423256+167+65%$239.6K$385.4K+$145.9K2026-10-16
Kondo Wealth Advisors, Inc.
DECREASED423428-5-1%$400.9K$385.7K-$15.2K2026-10-19
Gables Capital Management Inc.
UNCHANGED42342300%$395.7K$385.1K-$10.6K2026-11-04
Walled Lake Planning & Wealth Management, LLC
DECREASED422572-150-26%$534.7K$383.8K-$150.8K2026-10-29
DecisionMap Wealth Management, LLC
DECREASED422452-30-7%$422.8K$384.2K-$38.7K2026-10-29
Blue Bell Private Wealth Management, LLC
DECREASED421546-125-23%$510.8K$383.3K-$127.5K2026-10-29
Fearless Solutions, LLC dba Best Invest
DECREASED421423-20%$396.1K$382.9K-$13.2K2026-10-14
Dynamic Wealth Strategies, LLC
UNCHANGED42142100%$393.8K$383.3K-$10.6K2026-10-16
Cambridge Advisors Inc.
UNCHANGED42042000%$393.0K$382.4K-$10.5K2026-10-19
Burford Brothers, Inc.
DECREASED417452-35-8%$423.2K$380.0K-$43.2K2026-10-21
Woodward Diversified Capital, LLC
INCREASED417413+4+1%$386.4K$379.6K-$6.7K2026-10-21
Abound Wealth Management
INCREASED415368+47+13%$344.4K$378.1K+$33.6K2026-10-26
Summit Financial Strategies, Inc.
DECREASED415421-6-1%$394.2K$378.2K-$16.1K2026-10-14
Worth Financial Advisory Group, LLC
DECREASED414464-50-11%$434.1K$376.7K-$57.3K2026-10-19
Bluesphere Advisors LLC
NEW413—+413——$375.7K—2026-10-19
Royal Palms Capital LLC
UNCHANGED41341300%$386.5K$376.3K-$10.2K2026-10-23
Jeter Robert S II
NEW412—+412——$393.3K—2026-10-16
Cathy Pareto & Associates, Inc
DECREASED412413-10%$387.3K$375.6K-$11.7K2026-10-15
Manske Wealth Management
INCREASED411328+83+25%$306.8K$374.0K+$67.2K2026-10-26
Ipsen Advisor Group LLC
UNCHANGED41141100%$384.3K$374.0K-$10.3K2026-10-29
E&G Advisors, LLC
UNCHANGED40940900%$382.6K$372.3K-$10.3K2026-10-13
4J Wealth Management LLC
UNCHANGED40840800%$381.7K$371.4K-$10.3K2026-11-02
KG Capital Management
DECREASED406638-232-36%$596.8K$369.6K-$227.2K2026-10-15
Three Seasons Wealth, LLC
UNCHANGED40640600%$379.8K$369.6K-$10.2K2026-11-03
Pegasus Asset Management, Inc.
DECREASED405411-6-1%$384.5K$368.7K-$15.8K2026-11-03
Fairscale Capital, LLC
INCREASED404392+12+3%$366.7K$409.0K+$42.3K2026-11-04
Nicollet Investment Management, Inc.
UNCHANGED40340300%$377.0K$366.0K-$11.0K2026-10-14
Capital Management Associates, Inc
INCREASED402400+2+1%$374.1K$366.4K-$7.7K2026-10-20
First Citizens Financial Corp
UNCHANGED40140100%$375.1K$365.0K-$10.1K2026-10-02
Rose Capital Advisors LLC
INCREASED400318+82+26%$297.7K$364.7K+$67.0K2026-11-04
Grace & White Inc
UNCHANGED40040000%$374.2K$364.1K-$10.1K2026-10-23
Ledgewood Wealth Advisors, LLC
UNCHANGED40040000%$374.2K$364.1K-$10.1K2026-10-09
Latitude Advisors, LLC
DECREASED399402-3-1%$376.0K$363.3K-$12.7K2026-10-27
Pflug Koory, LLC
INCREASED397263+134+51%$246.0K$361.4K+$115.4K2026-10-26
Meadowbrook Wealth Management, LLC
INCREASED397285+112+39%$263.5K$361.4K+$97.9K2026-10-08
Wealth Dimensions Group, Ltd.
INCREASED397366+31+8%$342.1K$361.3K+$19.2K2026-11-02
CDM Financial Counseling Services, Inc.
UNCHANGED39639600%$370.4K$360.5K-$10.0K2026-10-15
Invenio Wealth Partners LLC
INCREASED394388+6+2%$363.0K$358.7K-$4.3K2026-10-20
Martin Capital Partners, LLC
UNCHANGED39339300%$367.6K$357.8K-$9.9K2026-10-07
Iron Financial LLC
NEW391—+391——$356.3K—2026-10-23
Salomon & Ludwin, LLC
DECREASED390472-82-17%$436.4K$355.0K-$81.4K2026-10-29
C2c Wealth Management, LLC
UNCHANGED39039000%$364.8K$355.0K-$9.8K2026-10-20
GLR Partners, LLC
DECREASED389399-10-3%$373.3K$354.1K-$19.1K2026-11-04
Silver Lake Advisory, LLC
INCREASED388387+1+0%$362.3K$353.0K-$9.2K2026-10-22
Split Creek LLC DBA Split Creek Capital LLC
INCREASED387296+91+31%$276.9K$352.3K+$75.4K2026-11-02
Hopwood Financial Services, Inc.
DECREASED387445-58-13%$416.3K$352.3K-$64.0K2026-10-29
Kure Advisory, LLC
DECREASED386413-27-7%$386.0K$351.3K-$34.7K2026-10-08
Jeppson Wealth Management, LLC
INCREASED386365+21+6%$341.5K$351.4K+$9.9K2026-10-20
Financial Solutions Advisory Group, Inc.
DECREASED386394-8-2%$359.8K$381.9K+$22.1K2026-10-28
Endowment Wealth Management, Inc.
INCREASED383253+130+51%$236.4K$348.7K+$112.3K2026-11-03
NavPoint Financial, Inc.
UNCHANGED38338300%$357.9K$348.3K-$9.6K2026-10-21
Strata Wealth Advisors, LLC
INCREASED382363+19+5%$339.6K$347.8K+$8.2K2026-10-16
Sutton Place Investors LLC
DECREASED380397-17-4%$371.4K$345.9K-$25.5K2026-10-20
Cedar Mountain Advisors, LLC
DECREASED379392-13-3%$366.9K$345.4K-$21.6K2026-10-15
Towercrest Capital Management
DECREASED378385-7-2%$360.1K$344.2K-$15.9K2026-10-23
Cranbrook Wealth Management, LLC
UNCHANGED37837800%$353.8K$344.3K-$9.5K2026-10-28
Owl Creek Wealth Partners LLC
DECREASED377378-10%$353.6K$343.2K-$10.4K2026-10-20
B&D White Capital Company, LLC
INCREASED376223+153+69%$208.6K$342.3K+$133.7K2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED374480-106-22%$449.4K$340.9K-$108.5K2026-10-13
Royal Fund Management, LLC
INCREASED374332+42+13%$311.2K$340.5K+$29.3K2026-10-22
Alliance Wealth Management Group
DECREASED374381-7-2%$356.4K$340.6K-$15.8K2026-10-29
Vilga Financial Planning LLC
DECREASED373382-9-2%$357.4K$339.6K-$17.8K2026-10-09
Brown Wealth Management, LLC
DECREASED372441-69-16%$412.5K$338.6K-$73.9K2026-10-20
Endeavor Private Wealth, Inc.
DECREASED372378-6-2%$353.5K$338.6K-$14.9K2026-11-05
Smith Thornton Advisors LLC
INCREASED372371+1+0%$343.9K$338.8K-$5.0K2026-10-16
Copper Harbor Investment Advisors, LLC
UNCHANGED37037000%$346.2K$336.9K-$9.3K2026-10-16
MFG Investments, LLC
NEW369—+369——$335.8K—2026-10-30
Stonehearth Capital Management, LLC
UNCHANGED36936900%$345.2K$335.9K-$9.3K2026-10-13
Baker Tilly Wealth Management, LLC
DECREASED368480-112-23%$449.1K$334.6K-$114.4K2026-10-05
Riverbend Wealth Management, LLC
DECREASED367377-10-3%$352.4K$334.1K-$18.3K2026-10-15
John W. Brooker & Co., CPAs
INCREASED365344+21+6%$322.1K$332.0K+$9.9K2026-10-21
Reap Financial Group, LLC
UNCHANGED36536500%$341.4K$332.3K-$9.2K2026-11-02
Avid Wealth Partners LLC
DECREASED363379-16-4%$354.5K$330.5K-$24.1K2026-11-03
Gordian Advisors LLC
INCREASED363362+1+0%$339.0K$330.0K-$9.0K2026-10-30
Global Financial Private Client, LLC
INCREASED360339+21+6%$317.1K$327.7K+$10.6K2026-10-15
Parker Financial LLC
INCREASED359358+1+0%$335.3K$326.6K-$8.7K2026-11-05
Financial Council, LLC
UNCHANGED35735700%$334.0K$325.0K-$9.0K2026-11-02
Fingerlakes Wealth Management, Inc.
UNCHANGED35635600%$333.4K$324.5K-$8.9K2026-11-04
Madrid Wealth Management, LLC
INCREASED354334+20+6%$312.7K$322.7K+$10.0K2026-10-23
Stewardship Advisors, LLC
DECREASED353462-109-24%$432.2K$321.4K-$110.8K2026-10-20
RFG - Bristol Wealth Advisors, LLC
DECREASED353356-3-1%$333.4K$321.2K-$12.2K2026-10-09
OxenFree Capital LLC
INCREASED352349+3+1%$330.2K$329.8K-$3942026-10-07
Mine & Arao Wealth Creation & Management, Llc.
INCREASED352351+1+0%$328.3K$320.0K-$8.3K2026-10-29
Wealthcare Capital Partners, LLC
INCREASED352351+1+0%$328.7K$320.1K-$8.6K2026-10-21
Montis Financial, LLC
INCREASED351330+21+6%$308.3K$319.5K+$11.3K2026-11-04
State of Wyoming
INCREASED350122+228+187%$114.1K$318.6K+$204.5K2026-10-28
Farrell Financial LLC
DECREASED350351-10%$328.8K$318.6K-$10.2K2026-10-16
William John Sempolinski
UNCHANGED35035000%$327.4K$318.6K-$8.8K2026-10-20
Inlight Wealth Management, LLC
NEW347—+347——$315.9K—2026-10-21
Smith Partners Wealth Management, LLC
INCREASED346266+80+30%$248.8K$315.0K+$66.1K2026-11-05
Lynch & Associates
DECREASED345351-6-2%$327.9K$313.6K-$14.3K2026-10-13
Austin Asset Management Co Inc
INCREASED345344+1+0%$322.0K$313.6K-$8.4K2026-10-29
Financial & Tax Architects, LLC
DECREASED3442,541-2,197-86%$2.4M$313.2K-$2.1M2026-10-15
Wealth Advisors Northwest LLC
DECREASED343523-180-34%$488.9K$311.9K-$177.0K2026-10-29
BridgePort Financial Solutions, LLC
INCREASED342332+10+3%$310.7K$311.5K+$7562026-11-02
Acute Investment Advisory, LLC
UNCHANGED34234200%$319.9K$311.3K-$8.6K2026-10-16
Fortune 45 LLC
DECREASED341342-10%$320.7K$310.7K-$10.0K2026-10-14
Cora Capital Advisors LLC
INCREASED339338+1+0%$316.2K$308.6K-$7.6K2026-11-02
Seek First Inc.
INCREASED339338+1+0%$316.4K$308.2K-$8.2K2026-10-27
Hedeker Wealth, LLC
UNCHANGED33933900%$317.1K$308.6K-$8.5K2026-10-23
Seven Post Investment Office LP
UNCHANGED33833800%$316.2K$307.7K-$8.5K2026-10-26
Marino, Stram & Associates LLC
DECREASED334335-10%$313.5K$303.3K-$10.2K2026-10-22
Greenup Street Wealth Management LLC
NEW333—+333——$302.8K—2026-10-28
Private Wealth Management Group, LLC
INCREASED333236+97+41%$220.5K$303.1K+$82.7K2026-10-19
Guidance Point Advisors, LLC
DECREASED333335-2-1%$313.7K$303.8K-$9.9K2026-10-15
J.M. Arbour, LLC
INCREASED332307+25+8%$287.2K$302.2K+$15.0K2026-11-05
Advisors Management Group Inc
NEW331—+331——$301.0K—2026-11-05
4Wealth Advisors, Inc.
INCREASED331313+18+6%$296.5K$306.3K+$9.8K2026-10-13
Schulz Wealth, Ltd.
INCREASED331328+3+1%$306.8K$301.3K-$5.5K2026-11-03
Sage Mountain Advisors LLC
DECREASED330699-369-53%$653.9K$300.4K-$353.5K2026-11-02
Wagner Wealth Management, LLC
DECREASED330360-30-8%$336.4K$300.3K-$36.1K2026-10-21
Chung Wu Investment Group, LLC
DECREASED330350-20-6%$327.4K$300.4K-$27.0K2026-11-03
Wealthstar Advisors, LLC
UNCHANGED33033000%$308.6K$300.5K-$8.1K2026-10-19
Lynx Investment Advisory
UNCHANGED33033000%$308.7K$300.8K-$7.9K2026-10-27
AGH Wealth Advisors, LLC
DECREASED329378-49-13%$353.6K$299.5K-$54.1K2026-10-26
Stewardship Concepts Financial Services LLC
DECREASED328366-38-10%$342.4K$298.8K-$43.5K2026-10-06
Randall & Associates Wealth Management
INCREASED328291+37+13%$272.2K$298.6K+$26.4K2026-10-20
Asset Allocation Strategies LLC
DECREASED328360-32-9%$336.8K$298.2K-$38.7K2026-10-20
Frontier Asset Management, LLC
DECREASED328338-10-3%$316.2K$298.6K-$17.6K2026-10-28
Waller Financial Planning Group, Inc
DECREASED328330-2-1%$308.2K$298.3K-$9.9K2026-10-07
Johnson & White Wealth Management, LLC
DECREASED328329-10%$307.8K$298.6K-$9.2K2026-11-03
Avaii Wealth Management, LLC
NEW327—+327——$301.2K—2026-10-09
Guerra PAN Advisors, LLC
UNCHANGED32732700%$305.9K$325.5K+$19.6K2026-10-26
Jnba Financial Advisors
DECREASED326327-10%$305.9K$296.8K-$9.1K2026-11-03
Joel Adams & Associates, Inc.
UNCHANGED32632600%$305.0K$296.8K-$8.2K2026-11-02
Creekside Partners
UNCHANGED32632600%$305.3K$297.1K-$8.2K2026-11-04
Lane Brothers & Co Inc
DECREASED325651-326-50%$609.4K$295.9K-$313.5K2026-11-02
Demars Financial Group, LLC
INCREASED325321+4+1%$300.7K$296.2K-$4.5K2026-10-22
TruNorth Capital Management, LLC
INCREASED325321+4+1%$300.3K$295.9K-$4.4K2026-10-14
Wespac Advisors SoCal, LLC
INCREASED325322+3+1%$301.2K$295.9K-$5.4K2026-10-13
William Mack & Associates, Inc.
DECREASED325327-2-1%$305.7K$295.8K-$10.0K2026-10-27
Gold Investment Management Ltd.
UNCHANGED32532500%$304.0K$295.9K-$8.2K2026-10-19
Promethium Advisors,llc
UNCHANGED32532500%$303.9K$295.7K-$8.2K2026-10-19
Seven Mile Advisory
DECREASED323381-58-15%$356.4K$294.0K-$62.4K2026-10-22
Cooper S Advisors, LLC
DECREASED323376-53-14%$351.7K$294.0K-$57.7K2026-11-03
Verus Financial Partners, Inc.
INCREASED323316+7+2%$295.7K$294.1K-$1.5K2026-10-29
Lionsbridge Wealth Management LLC
DECREASED320353-33-9%$330.2K$291.3K-$38.9K2026-10-26
Tenet Wealth Partners, LLC
DECREASED320334-14-4%$317.8K$291.3K-$26.5K2026-10-19
Sunburst Financial Group, LLC
INCREASED320318+2+1%$297.6K$291.4K-$6.2K2026-10-09
Armor Investment Advisors, LLC
DECREASED319425-106-25%$397.6K$290.4K-$107.2K2026-10-27
RHS Financial, LLC
DECREASED319397-78-20%$371.4K$290.4K-$81.0K2026-10-13
Stone House Investment Management, LLC
INCREASED319313+6+2%$292.9K$290.5K-$2.4K2026-10-23
Shrier Wealth Management, LLC
UNCHANGED31931900%$298.1K$290.5K-$7.6K2026-10-20
Quilter Plc
UNCHANGED31831800%$297.5K$289.5K-$8.0K2026-10-21
GreatBanc Trust Co
UNCHANGED31831800%$297.5K$289.5K-$8.0K2026-11-04
Riggs Asset Managment Co. Inc.
UNCHANGED31831800%$297.5K$289.5K-$8.0K2026-11-05
HF Advisory Group, LLC
DECREASED317338-21-6%$316.4K$288.6K-$27.7K2026-10-09
RMG Wealth Management LLC
DECREASED317328-11-3%$311.5K$321.3K+$9.9K2026-10-26
StoneCrest Wealth Management, Inc.
UNCHANGED31731700%$296.5K$288.6K-$8.0K2026-11-03
Burr Financial Services, LLC
UNCHANGED31631600%$295.6K$287.7K-$7.9K2026-10-08
Nordwand Advisors, LLC
INCREASED315309+6+2%$289.0K$286.7K-$2.3K2026-11-05
First Financial Bank - Trust Division
DECREASED314362-48-13%$338.6K$285.8K-$52.8K2026-10-01
Tennessee Valley Asset Management Partners
DECREASED314341-27-8%$318.9K$285.6K-$33.4K2026-11-03
Clarus Group, Inc.
UNCHANGED31431400%$293.7K$285.8K-$7.9K2026-10-21
Grange Capital, LLC
UNCHANGED31431400%$293.7K$285.8K-$7.9K2026-10-20
Stegner Investment Associates Inc.
UNCHANGED31431400%$293.4K$285.5K-$7.9K2026-10-15
MRA Advisory Group
INCREASED313300+13+4%$280.9K$284.6K+$3.7K2026-10-07
Commerce Advisors, LLC
INCREASED313309+4+1%$289.1K$284.9K-$4.1K2026-10-19
Alliance Wealth Advisors, LLC
UNCHANGED31331300%$292.8K$284.9K-$7.9K2026-10-14
Price Financial Group Wealth Management, Inc
INCREASED312292+20+7%$277.4K$299.1K+$21.7K2026-11-02
OceanIQ Capital, LLC
INCREASED311298+13+4%$281.4K$296.9K+$15.5K2026-10-19
Journey Retirement Planning & Investment Management LLC
INCREASED310232+78+34%$217.2K$282.6K+$65.4K2026-10-09
Reliant Investment Management, LLC
INCREASED310300+10+3%$280.6K$282.2K+$1.6K2026-10-14
Kelly Financial Services LLC
INCREASED310301+9+3%$281.7K$282.4K+$6962026-10-20
Vaquero Private Wealth, LTD
UNCHANGED31031000%$290.0K$282.2K-$7.8K2026-10-27
Soundwatch Capital LLC
UNCHANGED31031000%$290.0K$285.4K-$4.6K2026-11-04
Financial Enhancement Group LLC
DECREASED309311-2-1%$290.6K$291.0K+$3732026-10-08
Sterling Group Wealth Management, LLC
UNCHANGED30930900%$289.1K$281.3K-$7.8K2026-11-03
Insight Wealth Strategies, LLC
DECREASED307383-76-20%$353.9K$279.4K-$74.5K2026-10-09
Montz Harcus Wealth Management LLC
INCREASED307306+1+0%$286.4K$279.9K-$6.5K2026-10-09
RBA Wealth Management, LLC
NEW306—+306——$278.6K—2026-10-28
Koa Wealth Management, LLC
INCREASED306303+3+1%$283.4K$278.6K-$4.9K2026-10-14
Downshift Financial, LLC
UNCHANGED30630600%$286.5K$278.8K-$7.7K2026-10-13
Armbruster Capital Management, Inc.
DECREASED305324-19-6%$303.1K$277.7K-$25.4K2026-10-19
KOM Wealth Management Group, LLC
INCREASED305304+1+0%$284.7K$277.5K-$7.2K2026-10-15
Cherrydale Wealth Management, LLC
INCREASED304300+4+1%$281.0K$277.3K-$3.7K2026-10-20
Financial Futures Ltd Liability Co.
INCREASED303225+78+35%$210.5K$275.8K+$65.4K2026-10-13
Pathway Financial Advisors LLC
INCREASED303301+2+1%$286.5K$275.9K-$10.5K2026-10-07
TSA Wealth Managment LLC
INCREASED302270+32+12%$252.6K$274.9K+$22.3K2026-10-22
Foronjy Financial LLC
INCREASED301271+30+11%$253.6K$274.4K+$20.8K2026-10-14
Vermillion Wealth Management, Inc.
DECREASED300348-48-14%$326.0K$273.1K-$52.8K2026-10-26
Stirlingshire Investments, Inc.
DECREASED300310-10-3%$290.2K$272.8K-$17.4K2026-11-05
Professional Advisory Services Inc
DECREASED300309-9-3%$289.0K$273.0K-$16.0K2026-10-08
Banta Asset Management LP
UNCHANGED30030000%$280.6K$273.1K-$7.5K2026-11-02
Orba Wealth Advisors, L.L.C.
DECREASED298397-99-25%$371.4K$271.3K-$100.1K2026-10-23
Brookmont Capital Management
INCREASED298277+21+8%$258.8K$271.0K+$12.2K2026-10-23
Seros Financial, LLC
INCREASED298293+5+2%$274.5K$270.9K-$3.6K2026-10-21
Country Trust Bank
DECREASED297306-9-3%$286.3K$270.4K-$15.9K2026-10-30
Blue Square Asset Management, LLC
UNCHANGED29729700%$277.8K$270.4K-$7.5K2026-11-02
PFS Partners, LLC
UNCHANGED29729700%$277.4K$270.0K-$7.4K2026-10-21
Hughes Financial Services, LLC
INCREASED296277+19+7%$259.2K$294.9K+$35.7K2026-10-30
Mullooly Asset Management, Inc.
DECREASED296299-3-1%$279.7K$269.5K-$10.2K2026-10-30
marrick wealth, LLC
DECREASED296298-2-1%$278.8K$269.5K-$9.3K2026-10-20
BetterWealth, LLC
UNCHANGED29529500%$276.0K$268.6K-$7.4K2026-10-15
Dorato Capital Management
UNCHANGED29529500%$270.3K$278.0K+$7.7K2026-10-08
Granite Group Advisors, LLC
DECREASED294329-35-11%$307.8K$267.6K-$40.1K2026-10-14
St. Louis Trust Co
UNCHANGED29329300%$253.7K$266.7K+$13.1K2026-11-03
AMI Investment Management Inc
NEW292—+292——$265.8K—2026-10-27
SWP Financial LLC
DECREASED291302-11-4%$282.2K$264.8K-$17.5K2026-10-23
Hoey Investments, Inc
DECREASED291299-8-3%$279.7K$264.9K-$14.8K2026-10-29
Park Edge Advisors, LLC
INCREASED290270+20+7%$252.6K$264.0K+$11.4K2026-10-28
Crew Capital Management, Ltd
DECREASED290299-9-3%$279.3K$263.9K-$15.4K2026-10-28
Atlas Wealth Partners, LLC
UNCHANGED29029000%$271.3K$264.0K-$7.3K2026-11-03
Chiron Capital Management, LLC
UNCHANGED29029000%$271.3K$264.0K-$7.3K2026-10-15
Proathlete Wealth Management LLC
INCREASED289217+72+33%$204.2K$263.6K+$59.4K2026-10-15
Acorn Financial Advisory Services Inc
INCREASED288267+21+8%$249.8K$262.2K+$12.4K2026-11-02
Pacific Excel Wealth Advisors, Inc.
DECREASED287796-509-64%$744.6K$262.3K-$482.3K2026-10-27
LFG Wealth Partners, LLC
DECREASED287302-15-5%$282.5K$261.3K-$21.3K2026-10-28
Cedar Point Capital Partners, LLC
INCREASED286280+6+2%$261.9K$260.4K-$1.6K2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED28628600%$267.9K$260.8K-$7.1K2026-10-26
Quantify Chaos Advisors, LLC
NEW285—+285——$259.4K—2026-11-04
Olympiad Research LP
NEW285—+285——$259.4K—2026-11-04
Vicus Capital
DECREASED285491-206-42%$459.3K$259.0K-$200.3K2026-11-05
Cape Investment Advisory, Inc.
DECREASED285293-8-3%$274.3K$259.0K-$15.3K2026-10-13
Spectrum Advisors, Inc.
INCREASED285284+1+0%$266.1K$259.3K-$6.7K2026-11-03
SwitchPoint Financial Planning, LLC
UNCHANGED28528500%$266.7K$259.6K-$7.2K2026-11-02
WPG Advisers, LLC
INCREASED283276+7+3%$258.3K$257.7K-$5462026-10-27
Berman McAleer LLC
UNCHANGED28328300%$264.7K$257.6K-$7.1K2026-10-16
E6 Portfolios, LLC
DECREASED282363-81-22%$339.6K$257.0K-$82.6K2026-10-26
White Lighthouse Investment Management Inc.
DECREASED282291-9-3%$272.5K$257.0K-$15.5K2026-10-21
Banque de Luxembourg S.A.
UNCHANGED28128100%$262.9K$255.8K-$7.1K2026-10-14
Revisor Wealth Management LLC
DECREASED280399-119-30%$373.7K$272.3K-$101.5K2026-10-20
Clear Wave Wealth Management LLC
DECREASED280351-71-20%$328.4K$254.9K-$73.5K2026-11-04
Dupree Financial Group, LLC
INCREASED280233+47+20%$218.4K$254.9K+$36.5K2026-10-09
Legacy Financial Group, Inc.
INCREASED280249+31+12%$232.9K$254.9K+$22.0K2026-10-21
IMG Wealth Management, Inc.
DECREASED280299-19-6%$279.7K$254.9K-$24.8K2026-10-27
waypoint wealth counsel
INCREASED279220+59+27%$205.6K$253.8K+$48.2K2026-10-22
Family Office Research LLC
DECREASED279293-14-5%$274.5K$254.4K-$20.1K2026-10-14
Center for Financial Planning, Inc.
DECREASED279282-3-1%$263.8K$254.0K-$9.8K2026-10-26
Olio Financial Planning
UNCHANGED27927900%$260.8K$253.9K-$6.9K2026-10-22
Brooklyn FI, LLC
NEW278—+278——$290.9K—2026-11-05
Intelligence Driven Advisers, LLC
DECREASED278350-72-21%$327.8K$253.5K-$74.4K2026-10-09
Insight Wealth Partners, LLC
DECREASED278287-9-3%$268.5K$253.1K-$15.4K2026-10-26
Goodman Advisory Group, LLC
DECREASED277419-142-34%$392.0K$252.2K-$139.8K2026-11-02
Hobart Private Capital, LLC
DECREASED276358-82-23%$334.9K$251.3K-$83.6K2026-10-19
Dakota Community Bank & Trust NA
INCREASED276223+53+24%$208.6K$251.3K+$42.6K2026-10-09
USAdvisors Wealth Management, LLC
DECREASED276303-27-9%$283.0K$251.0K-$32.0K2026-10-21
Beacon Financial Strategies Corp
UNCHANGED27627600%$258.2K$251.3K-$6.9K2026-10-14
Cornerstone Wealth Advisors, Inc.
UNCHANGED27627600%$258.3K$251.4K-$6.9K2026-10-16
Align Financial, LLC
UNCHANGED27627600%$258.4K$251.5K-$6.9K2026-10-16
IFS Advisors, LLC
INCREASED27521+254+1210%$19.6K$250.5K+$230.8K2026-10-14
MBE Wealth Management, LLC
DECREASED275284-9-3%$266.1K$250.2K-$15.9K2026-10-26
Fortitude Financial, LLC
UNCHANGED27427400%$256.3K$249.4K-$6.9K2026-10-19
Members Wealth LLC
DECREASED273289-16-6%$270.4K$257.3K-$13.0K2026-10-20
Patten Group, Inc.
INCREASED272246+26+11%$230.3K$247.3K+$16.9K2026-10-26
Citrine Capital LLC
INCREASED272264+8+3%$247.0K$247.6K+$6482026-10-14
Avion Wealth
INCREASED271212+59+28%$198.0K$246.0K+$48.0K2026-11-04
Granville Capital, Inc.
INCREASED271229+42+18%$214.4K$247.0K+$32.6K2026-11-05
Aurora Private Wealth, Inc.
INCREASED271240+31+13%$225.0K$247.0K+$22.0K2026-10-20
Hall Laurie J Trustee
DECREASED270275-5-2%$257.3K$245.8K-$11.5K2026-10-06
Anchor Capital Advisors LLC
UNCHANGED27027000%$252.6K$245.8K-$6.8K2026-11-05
Horizon Wealth Management, LLC
UNCHANGED26926900%$251.4K$244.7K-$6.6K2026-11-02
Cottonwood Capital Advisors, LLC
DECREASED268269-10%$251.6K$244.0K-$7.7K2026-10-20
Wiser Wealth Management, Inc
DECREASED268269-10%$251.6K$244.0K-$7.7K2026-10-14
Droms Strauss Advisors Inc
DECREASED267286-19-7%$267.9K$243.3K-$24.6K2026-11-03
Townsend & Associates, Inc
DECREASED267281-14-5%$262.9K$264.4K+$1.5K2026-10-23
Sensible Money, LLC
DECREASED267279-12-4%$261.3K$243.4K-$17.9K2026-10-20
Gunderson Capital Management LLC
DECREASED266595-329-55%$557.0K$242.6K-$314.4K2026-10-15
IMZ Advisory Inc
UNCHANGED26626600%$248.9K$242.4K-$6.5K2026-11-03
Compass Ion Advisors, LLC
NEW265—+265——$241.5K—2026-10-23
Baron Wealth Management LLC
DECREASED265435-170-39%$407.1K$241.4K-$165.7K2026-10-27
Treasure Coast Financial Planning
UNCHANGED26526500%$247.9K$241.2K-$6.7K2026-11-03
Grant Street Asset Management, Inc.
DECREASED264274-10-4%$256.3K$240.3K-$16.0K2026-10-26
Cullen Investment Group, Ltd.
UNCHANGED26326300%$246.2K$252.5K+$6.3K2026-10-13
Lincoln Capital Corp
UNCHANGED26326300%$246.0K$239.4K-$6.6K2026-10-13
Councilor Wealth, LLC
DECREASED262286-24-8%$267.5K$238.5K-$29.0K2026-10-09
Market Street Wealth Management Advisors LLC
DECREASED262278-16-6%$260.1K$238.6K-$21.5K2026-10-09
EnRich Financial Partners LLC
INCREASED261258+3+1%$241.4K$237.6K-$3.8K2026-10-21
WealthTrust Asset Management, LLC
INCREASED261260+1+0%$243.6K$237.4K-$6.2K2026-10-22
Pacific Park Financial, Inc.
DECREASED260273-13-5%$255.4K$236.7K-$18.7K2026-10-13
Sawyer & Company, Inc
UNCHANGED26026000%$243.3K$236.7K-$6.5K2026-10-21
Greenhouse Wealth Management, LLC
UNCHANGED26026000%$243.6K$237.0K-$6.5K2026-10-20
Rayburn West Financial Services LLC
UNCHANGED26026000%$243.2K$236.7K-$6.5K2026-11-03
Midwest Capital Advisors, LLC
UNCHANGED25825800%$241.3K$235.0K-$6.3K2026-11-04
Avail Investment Partners, LLC
DECREASED257379-122-32%$354.6K$234.0K-$120.6K2026-10-16
Castleview Partners, LLC
DECREASED256266-10-4%$248.8K$233.0K-$15.8K2026-10-09
Lynch Investment Planning, LLC
DECREASED255262-7-3%$244.7K$231.7K-$12.9K2026-10-27
Vanguard Capital Wealth Advisors
UNCHANGED25525500%$238.2K$231.9K-$6.3K2026-10-16
Stapp Wealth Management, Pllc
UNCHANGED25425400%$237.6K$231.2K-$6.4K2026-10-15
Advocate Group LLC
UNCHANGED25325300%$236.7K$230.3K-$6.4K2026-10-19
HT Partners LLC
UNCHANGED25325300%$236.2K$230.3K-$6.0K2026-10-20
Flywheel Private Wealth LLC
UNCHANGED25325300%$236.7K$230.3K-$6.4K2026-11-02
Fidelity D & D Bancorp Inc
INCREASED252241+11+5%$225.4K$229.4K+$4.0K2026-11-05
Barnes Dennig Private Wealth Management LLC
DECREASED252262-10-4%$245.1K$229.4K-$15.7K2026-10-30
Carroll Advisory Group, LLC
INCREASED252243+9+4%$227.2K$229.3K+$2.1K2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
DECREASED252259-7-3%$242.3K$229.4K-$12.9K2026-10-28
F&V Capital Management, LLC
UNCHANGED25025000%$234.0K$228.0K-$6.0K2026-10-19
One River Asset Management, LLC
DECREASED249424-175-41%$396.6K$226.7K-$170.0K2026-10-21
Piscataqua Savings Bank
UNCHANGED24924900%$232.9K$226.7K-$6.3K2026-10-21
Hill Island Financial LLC
UNCHANGED24924900%$233.3K$227.0K-$6.3K2026-10-20
Hudson Capital Management LLC
UNCHANGED24924900%$232.9K$226.7K-$6.3K2026-10-20
Sather Financial Group Inc
DECREASED248280-32-11%$261.9K$225.8K-$36.2K2026-10-30
Value Investment Professionals, LLC
NEW247—+247——$225.2K—2026-10-13
Cowa, LLC
DECREASED247275-28-10%$257.0K$225.5K-$31.5K2026-10-30
Waystone Advisors LLC
UNCHANGED24724700%$231.1K$231.1K$02026-10-16
Human Investing LLC
NEW246—+246——$224.3K—2026-10-19
Murphy Pohlad Asset Management LLC
DECREASED246326-80-25%$305.0K$223.9K-$81.0K2026-10-22
Cypress Point Wealth Management, LLC
DECREASED245393-148-38%$367.6K$223.0K-$144.6K2026-11-03
Finward Bancorp
DECREASED245290-45-16%$271.3K$223.0K-$48.3K2026-10-14
AJ Advisors, LLC
INCREASED244240+4+2%$224.7K$221.7K-$3.0K2026-10-29
Merkkuri Wealth Advisors LLC
INCREASED244243+1+0%$226.9K$222.6K-$4.3K2026-11-03
Thrive Capital Management, LLC
DECREASED243280-37-13%$262.1K$221.3K-$40.8K2026-10-28
Outlook Wealth Advisors, LLC
NEW242—+242——$220.3K—2026-10-28
Hemming& Wealth Management, Inc.
DECREASED242306-64-21%$286.0K$220.4K-$65.6K2026-10-20
Vestia Personal Wealth Advisors
INCREASED242232+10+4%$217.1K$220.5K+$3.3K2026-10-20
DeLarme Wealth Management, Inc.
INCREASED242233+9+4%$218.0K$220.3K+$2.3K2026-10-30
Redw Wealth LLC
DECREASED242246-4-2%$229.8K$220.1K-$9.7K2026-11-02
Spinnaker Investment Group, LLC
INCREASED242240+2+1%$224.5K$220.3K-$4.2K2026-10-13
Asset Allocation & Management Company, LLC
UNCHANGED24224200%$226.0K$220.0K-$6.0K2026-10-13
ACT Advisors, Llc.
INCREASED241228+13+6%$213.5K$219.7K+$6.1K2026-10-15
North Capital, Inc.
DECREASED241249-8-3%$232.9K$230.1K-$2.9K2026-10-16
Worth Asset Management, LLC
NEW240—+240——$218.5K—2026-10-07
Augustine Asset Management Inc
NEW239—+239——$217.6K—2026-10-13
Idaho Trust Co
NEW238—+238——$216.7K—2026-11-04
Gen-Wealth Partners Inc
DECREASED238450-212-47%$421.4K$216.8K-$204.6K2026-11-04
Sfam, LLC
DECREASED238273-35-13%$255.4K$216.7K-$38.7K2026-11-03
Roof Eidam Maycock Peralta, LLC
NEW237—+237——$216.0K—2026-10-15
Pembroke Management, LTD
INCREASED237227+10+4%$212.4K$215.8K+$3.4K2026-10-21
Birchwood Financial Partners, Inc.
INCREASED237231+6+3%$216.4K$216.0K-$3502026-11-02
First Premier Bank
INCREASED237232+5+2%$217.0K$188.0K-$29.0K2026-10-13
tru Independence LLC
DECREASED237238-10%$222.6K$215.9K-$6.7K2026-10-20
Legacy Financial Independent Advisors LLC
UNCHANGED23723700%$221.7K$215.8K-$6.0K2026-11-02
Level Wealth Management LLC
NEW236—+236——$215.0K—2026-10-23
Legacy Wealth Asset Management, LLC
DECREASED236241-5-2%$225.5K$214.9K-$10.6K2026-10-09
Means Investment Co., Inc.
INCREASED236234+2+1%$218.5K$214.8K-$3.7K2026-11-03
Surience Private Wealth LLC
UNCHANGED23523500%$219.8K$213.9K-$5.9K2026-10-16
Ridgewood Investments LLC
INCREASED234216+18+8%$202.1K$213.0K+$11.0K2026-10-05
Ball & Co Wealth Management Inc.
INCREASED233232+1+0%$217.0K$212.4K-$4.6K2026-11-05
Haven Private, LLC
DECREASED232234-2-1%$218.9K$211.2K-$7.7K2026-10-27
Atwater Malick LLC
DECREASED231237-6-3%$221.7K$210.3K-$11.4K2026-10-15
Richmond Investment Services, LLC
UNCHANGED23123100%$216.0K$210.3K-$5.7K2026-10-29
Ballast Rock Private Wealth LLC
UNCHANGED23123100%$216.5K$210.6K-$5.8K2026-10-26
Park Capital Management, LLC / WI
DECREASED230246-16-6%$230.1K$209.4K-$20.7K2026-10-13
Valued Wealth Advisors LLC
INCREASED230219+11+5%$205.1K$209.6K+$4.5K2026-11-05
Tableaux LLC
UNCHANGED23023000%$215.2K$209.4K-$5.8K2026-10-23
City Center Advisors, LLC
NEW229—+229——$208.5K—2026-10-08
Single Point Partners, LLC
NEW229—+229——$208.5K—2026-10-19
Center For Asset Management LLC
DECREASED229301-72-24%$281.6K$208.5K-$73.1K2026-10-16
Pinkerton Wealth, LLC
NEW228—+228——$207.6K—2026-10-29
Meriwether Wealth & Planning, LLC
DECREASED226236-10-4%$220.8K$205.7K-$15.0K2026-10-13
Purewater Capital LLC
DECREASED226227-10%$212.3K$205.9K-$6.3K2026-10-23
Oak Barrel Wealth Advisory LLC
INCREASED226225+1+0%$210.9K$205.4K-$5.5K2026-11-05
Compass Financial Group, Inc
NEW225—+225——$204.4K—2026-10-13
Lpwm LLC
NEW225—+225——$205.1K—2026-10-20
Powerhouse Assets LLC
UNCHANGED22522500%$210.5K$204.8K-$5.7K2026-10-19
Keeler Thomas Management LLC
UNCHANGED22422400%$209.5K$203.9K-$5.6K2026-10-29
Leslie Global Wealth, LLC
DECREASED223226-3-1%$211.4K$203.0K-$8.4K2026-10-26
GK Wealth Management LLC
DECREASED222352-130-37%$329.5K$202.4K-$127.1K2026-10-09
Serenity Investment Advisors
DECREASED222226-4-2%$211.3K$202.4K-$8.9K2026-10-30
Catalyst Investment Management LLC
INCREASED222221+1+0%$206.7K$202.1K-$4.6K2026-10-21
OFS Enterprise LLC
DECREASED221226-5-2%$211.1K$201.0K-$10.1K2026-10-16
3 Factor Indexing, LLC
UNCHANGED22122100%$206.7K$201.2K-$5.6K2026-10-15
Penobscot Wealth Management
DECREASED220221-10%$206.6K$200.2K-$6.4K2026-10-21
Westwood Wealth Management
UNCHANGED22022000%$205.8K$200.3K-$5.5K2026-10-29
Aspire Private Capital, LLC
UNCHANGED22022000%$206.2K$200.7K-$5.5K2026-11-05
Mosley Wealth Management
INCREASED217194+23+12%$181.8K$212.7K+$30.9K2026-10-16
Activest Wealth Management
DECREASED214314-100-32%$293.4K$194.6K-$98.8K2026-10-15
Acumen Wealth Advisors, LLC
INCREASED214209+5+2%$195.7K$195.0K-$7052026-11-05
Manitou Investment Management Ltd.
DECREASED210215-5-2%$201.1K$191.2K-$10.0K2026-10-15
POM Investment Strategies, LLC
UNCHANGED20720700%$193.7K$188.5K-$5.2K2026-10-20
First Bancorp, Inc
INCREASED206194+12+6%$181.5K$187.5K+$6.0K2026-10-26
Quest 10 Wealth Builders, Inc.
INCREASED202198+4+2%$184.9K$183.7K-$1.3K2026-11-02
Skylands Capital, LLC
UNCHANGED20020000%$187.1K$182.1K-$5.0K2026-10-21
Noble Wealth Management PBC
DECREASED194203-9-4%$190.1K$176.8K-$13.3K2026-10-01
Trust Co
DECREASED193413-220-53%$386.3K$175.4K-$210.9K2026-10-09
Financial Network Wealth Advisors LLC
INCREASED193182+11+6%$170.6K$176.1K+$5.5K2026-10-28
Alta Capital Management LLC/
NEW187—+187——$170.2K—2026-10-26
Wilkerson Advisory Group LLC
INCREASED186171+15+9%$160.0K$169.3K+$9.4K2026-10-20
Clark Wealth Partners
DECREASED185190-5-3%$178.1K$168.0K-$10.1K2026-10-19
Essex Investment Management Co LLC
UNCHANGED18018000%$168.4K$163.9K-$4.5K2026-10-19
True Wealth Design, LLC
DECREASED177200-23-11%$187.1K$161.1K-$26.0K2026-10-13
Syntax Research, Inc.
DECREASED176392-216-55%$366.7K$160.2K-$206.5K2026-11-04
Pioneer Family Office, LLC
UNCHANGED17017000%$159.0K$154.8K-$4.3K2026-10-30
Dhjj Financial Advisors, Ltd.
UNCHANGED16716700%$155.9K$151.7K-$4.1K2026-10-23
Rachor Investment Advisory Services, LLC
INCREASED161160+1+1%$150.1K$146.3K-$3.8K2026-10-29
James T. Borello RIA
DECREASED160190-30-16%$177.7K$145.7K-$32.1K2026-10-16
Strengthening Families & Communities, LLC
DECREASED159167-8-5%$155.8K$144.7K-$11.1K2026-10-21
Holos Integrated Wealth LLC
INCREASED156100+56+56%$94.8K$155.3K+$60.6K2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED15615600%$145.9K$142.0K-$3.9K2026-10-20
Curat Global, LLC
DECREASED155189-34-18%$178.9K$141.1K-$37.8K2026-10-26
Towne Trust Company, N.a
INCREASED154138+16+12%$129.1K$140.2K+$11.1K2026-10-28
Hilton Head Capital Partners, LLC
DECREASED151153-2-1%$143.1K$137.5K-$5.7K2026-10-23
Richardson Capital Management LLC
UNCHANGED15115100%$141.4K$137.6K-$3.8K2026-10-23
Jcic Asset Management Inc.
UNCHANGED15015000%$149.5K$136.6K-$12.9K2026-10-30
Financially Speaking Inc
DECREASED148205-57-28%$204.3K$134.7K-$69.5K2026-11-05
Rakuten Securities, Inc.
INCREASED147110+37+34%$102.9K$133.8K+$30.9K2026-11-02
Catalyst Capital Advisors LLC
INCREASED141129+12+9%$120.7K$128.4K+$7.7K2026-11-02
Moisand Fitzgerald Tamayo, LLC
INCREASED138120+18+15%$112.3K$126.0K+$13.7K2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED13813800%$129.1K$125.6K-$3.5K2026-10-23
Cdkv Holdings LLC
UNCHANGED13713700%$128.4K$125.0K-$3.4K2026-10-28
Miller Global Investments, LLC
UNCHANGED13513500%$126.3K$122.9K-$3.4K2026-10-02
Clayton Financial Group LLC
NEW133—+133——$121.1K—2026-10-13
New England Capital Financial Advisors LLC
UNCHANGED13113100%$122.4K$119.2K-$3.3K2026-11-03
Foresight Capital Management Advisors, Inc.
NEW129—+129——$117.4K—2026-10-27
Peck Wealth Management, LLC
UNCHANGED12912900%$120.7K$117.4K-$3.2K2026-10-29
Byrne Asset Management LLC
INCREASED119114+5+4%$106.6K$108.9K+$2.2K2026-10-06
High Point Wealth Management, LLC
INCREASED118103+15+15%$96.7K$107.8K+$11.1K2026-11-05
RHL Group, LLC
INCREASED11391+22+24%$85.1K$102.6K+$17.6K2026-11-04
Smallwood Wealth Investment Management, LLC
UNCHANGED11311300%$105.7K$102.9K-$2.8K2026-10-30
Joseph Group Capital Management
DECREASED112134-22-16%$125.4K$102.0K-$23.4K2026-11-04
Maseco LLP
INCREASED10995+14+15%$88.5K$99.1K+$10.5K2026-10-27
Cornerstone National Bank & Trust Co
DECREASED107129-22-17%$119.3K$97.9K-$21.4K2026-10-20
Lloyd Advisory Services, Llc.
DECREASED106119-13-11%$110.9K$96.8K-$14.1K2026-11-02
Quaker Wealth Management, LLC
UNCHANGED10410400%$97.3K$94.7K-$2.6K2026-10-22
SBK Financial, Inc.
UNCHANGED10310300%$96.4K$93.8K-$2.6K2026-11-02
Birchbrook, Inc.
DECREASED100450-350-78%$421.0K$91.0K-$329.9K2026-10-14
Nexus Investment Management ULC
UNCHANGED10010000%$93.5K$91.0K-$2.5K2026-10-27
Axiom Investment Management LLC
INCREASED9880+18+23%$74.8K$89.2K+$14.4K2026-11-03
Halbert Hargrove Global Advisors, LLC
DECREASED98101-3-3%$94.4K$89.2K-$5.3K2026-10-16
Cherry Tree Wealth Management, LLC
DECREASED97109-12-11%$101.5K$87.8K-$13.7K2026-10-15
USA Financial Formulas
NEW93—+93——$84.7K—2026-10-16
Carolina Wealth Advisors, LLC
UNCHANGED919100%$85.1K$82.8K-$2.3K2026-10-23
Essential Partners LLC
DECREASED85155-70-45%$145.0K$77.4K-$67.6K2026-10-14
Kings Path Partners LLC
UNCHANGED848400%$78.6K$76.5K-$2.1K2026-10-21
KFG LLC
NEW83—+83——$75.6K—2026-11-02
Gilpin Wealth Management, LLC
INCREASED8382+1+1%$76.7K$75.6K-$1.2K2026-10-09
Friedenthal Financial
UNCHANGED838300%$77.9K$75.9K-$2.0K2026-10-27
Bank & Trust Co
UNCHANGED818100%$75.8K$73.7K-$2.0K2026-10-07
Torren Management, LLC
INCREASED7562+13+21%$58.0K$68.3K+$10.3K2026-10-29
Breakwater Investment Management
INCREASED7268+4+6%$63.6K$65.5K+$1.9K2026-10-20
Acima Private Wealth, LLC
UNCHANGED727200%$67.4K$65.5K-$1.8K2026-10-05
Birch Financial Group, LLC
NEW70—+70——$63.6K—2026-10-27
Retirement Wealth Solutions LLC
INCREASED6954+15+28%$50.8K$63.1K+$12.3K2026-10-07
Redwood Park Advisors LLC
INCREASED6862+6+10%$58.4K$61.5K+$3.1K2026-11-02
Sarver Vrooman Wealth Advisors
UNCHANGED656500%$60.3K$59.2K-$1.1K2026-10-01
Covestor Ltd
INCREASED6463+1+2%$59.0K$59-$58.9K2026-10-30
CrossGen Wealth, LLC
INCREASED6053+7+13%$49.8K$54.9K+$5.1K2026-10-30
Aspect Partners, LLC
DECREASED5863-5-8%$58.9K$52.8K-$6.1K2026-10-20
Steph & Co
INCREASED5853+5+9%$49.6K$52.8K+$3.2K2026-10-07
Balance Wealth Partners LLC
NEW55—+55——$50.0K—2026-10-27
Burk Holdings LLC
INCREASED5532+23+72%$29.9K$50.1K+$20.1K2026-11-05
Signature Resources Capital Management, LLC
DECREASED5482-28-34%$76.9K$49.4K-$27.6K2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED5245+7+16%$42.1K$47.3K+$5.2K2026-11-03
Evolution Wealth Management Inc.
INCREASED5142+9+21%$38.9K$46.7K+$7.8K2026-10-28
LFA - Lugano Financial Advisors SA
DECREASED5064-14-22%$59.9K$45.5K-$14.4K2026-11-03
Access Investment Management LLC
UNCHANGED505000%$46.8K$45.5K-$1.3K2026-10-23
Key Capital Management, Inc
UNCHANGED505000%$46.8K$45.5K-$1.3K2026-11-03
Kingdom Financial Group Llc.
DECREASED48153-105-69%$143.6K$43.8K-$99.8K2026-11-04
Reyes Financial Architecture, Inc.
INCREASED4636+10+28%$33.7K$41.9K+$8.2K2026-10-22
Investors Research Corp
UNCHANGED464600%$43.0K$41.9K-$1.2K2026-10-07
Kentucky Trust Co
UNCHANGED434300%$40.2K$39.1K-$1.1K2026-10-15
Quintet Private Bank (Europe) S.A.
DECREASED401,917-1,877-98%$1.8M$36.4K-$1.8M2026-10-08
SRH Advisors, LLC
UNCHANGED404000%$37.4K$36.4K-$1.0K2026-10-22
Your Advocates Ltd., LLP
UNCHANGED404000%$37.4K$36.4K-$1.0K2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED393900%$36.1K$35.2K-$9262026-10-23
LAM Group, Inc.
UNCHANGED383800%$35.5K$34.6K-$9552026-10-26
John Boyer, Inc.
NEW35—+35——$31.9K—2026-10-27
Hurley Capital, LLC
DECREASED3233-1-3%$31.2K$29.4K-$1.7K2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED313100%$29.0K$28.2K-$7792026-10-16
Bayforest Capital Ltd
DECREASED2951-22-43%$47.7K$26.4K-$21.3K2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED282800%$26.2K$25.5K-$7032026-10-14
Contravisory Investment Management, Inc.
INCREASED2713+14+108%$12.2K$24.6K+$12.4K2026-10-13
Barrett & Company, Inc.
DECREASED2732-5-16%$29.9K$24.6K-$5.4K2026-10-22
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED272700%$25.3K$24.6K-$6782026-10-07
Horizons Wealth Management
NEW25—+25——$22.8K—2026-10-05
Brown Shipley& Co Ltd
UNCHANGED252500%$23.4K$22.8K-$6282026-10-09
Bulwark Capital Corp
UNCHANGED252500%$23.4K$22.8K-$6282026-10-13
Entrust Financial LLC
UNCHANGED242400%$22.5K$21.9K-$5942026-11-04
Fairway Wealth LLC
DECREASED2333-10-30%$30.6K$20.7K-$9.9K2026-10-30
Mechanics Financial Corp
UNCHANGED212100%$19.6K$19.1K-$5282026-11-05
Sellwood Investment Partners LLC
UNCHANGED212100%$19.6K$19.1K-$5282026-11-03
Planning Strategies Inc.
DECREASED2024-4-17%$22.5K$18.2K-$4.2K2026-10-02
MH & Associates Securities Management Corp
UNCHANGED202000%$18.7K$18.2K-$5032026-10-30
Catherine Avery Investment Management LLC
UNCHANGED202000%$18.7K$18.2K-$5022026-10-14
United Financial Planning Group LLC
UNCHANGED181800%$16.8K$16.4K-$4522026-11-04
Prudent Man Investment Management, Inc.
INCREASED1711+6+55%$9.5K$15.5K+$6.0K2026-11-03
Caitong International Asset Management Co., Ltd
INCREASED151+14+1400%$935$13.7K+$12.7K2026-10-29
Horizon Financial Services, LLC
DECREASED1516-1-6%$15.0K$13.7K-$1.3K2026-11-04
Aventus Investment Advisors, Inc.
INCREASED1412+2+17%$11.2K$12.7K+$1.5K2026-10-09
Fiduciary Advisors, Inc.
INCREASED137+6+86%$6.5K$11.8K+$5.3K2026-10-16
NorthAvenue LLC
UNCHANGED131300%$12.2K$11.8K-$3272026-10-29
Bernzott Capital Advisors
NEW11—+11——$10.0K—2026-10-29
PayPay Securities Corp
INCREASED87+1+14%$6.5K$7.3K+$7352026-10-27
1620 Investment Advisors, Inc.
DECREASED69-3-33%$9.0K$5.5K-$3.5K2026-11-04
DecisionPoint Financial, LLC
INCREASED64+2+50%$3.7K$5.5K+$1.8K2026-10-27
Monetary Solutions, Ltd
INCREASED65+1+20%$4.7K$5.5K+$7852026-10-22
Point Nemo Capital, LLC
UNCHANGED6600%$5.6K$5.5K-$1512026-11-03
Bare Financial Services, Inc
DECREASED510-5-50%$9.4K$4.6K-$4.8K2026-11-04
Phillip James Consulting Co.
UNCHANGED5500%$4.7K$4.6K-$1252026-11-03
McCarley & Cook Financial Planners
UNCHANGED5500%$4.7K$4.6K-$1252026-10-21
Transce3nd, LLC
NEW4—+4——$4.0K—2026-10-26
Decker Retirement Planning Inc.
DECREASED423-19-83%$21.9K$4.1K-$17.9K2026-10-19
Navigoe, LLC
DECREASED46-2-33%$5$3-$22026-11-04
Burkett Financial Services, LLC
UNCHANGED4400%$3.8K$3.7K-$962026-10-01
Cohalo Advisory LLC
UNCHANGED3300%$2.8K$2.7K-$752026-10-28
William B. Walkup & Associates, Inc.
UNCHANGED3300%$2.8K$2.7K-$752026-11-05
Horrell Capital Management, Inc.
UNCHANGED3300%$2.9K$2.8K-$732026-10-08
Inspire Investing, LLC
UNCHANGED2200%$2.0K$1.8K-$2172026-10-22
Frisco Financial Planning LLC
NEW1—+1——$910—2026-10-05
Maryland Capital Advisors Inc.
UNCHANGED1100%$936$911-$252026-10-15
Alphinity Investment Management Pty Ltd
CLOSED0221,056-221,056-100%$206.8M$0-$206.8M2026-11-02
Imc-Chicago, LLC
CLOSED092,816-92,816-100%$86.8M$0-$86.8M2026-11-05
BSN Capital Partners Ltd
CLOSED050,000-50,000-100%$48.1M$0-$48.1M2026-10-23
Andrew Hill Investment Advisors, Inc.
CLOSED04,656-4,656-100%$4.4M$0-$4.4M2026-10-22
Financial Management Network Inc
CLOSED04,028-4,028-100%$3.8M$0-$3.8M2026-10-09
Wellington Shields Capital Management, LLC
CLOSED02,065-2,065-100%$1.9M$0-$1.9M2026-11-03
IronBridge Private Wealth, LLC
CLOSED01,674-1,674-100%$1.6M$0-$1.6M2026-11-03
Hofer & Associates. Inc
CLOSED01,419-1,419-100%$1.3M$0-$1.3M2026-10-13
Wellington Shields & Co., LLC
CLOSED01,250-1,250-100%$1.2M$0-$1.2M2026-11-03
Thor Trading Advisors, LLC
CLOSED01,076-1,076-100%$1.0M$0-$1.0M2026-11-05
Atala Financial Inc
CLOSED0993-993-100%$928.9K$0-$928.9K2026-10-22
Tuttle Capital Management, LLC
CLOSED0889-889-100%$831.6K$0-$831.6K2026-10-21
Arbor Capital Management Inc
CLOSED0803-803-100%$771.0K$0-$771.0K2026-10-21
Brick & Kyle, Associates
CLOSED0759-759-100%$756.1K$0-$756.1K2026-11-05
Langley Wealth Management, LLC
CLOSED0726-726-100%$679.3K$0-$679.3K2026-11-04
Scarborough Advisors, LLC
CLOSED0668-668-100%$656.4K$0-$656.4K2026-10-16
Balentine LLC
CLOSED0640-640-100%$598.7K$0-$598.7K2026-11-03
Family Investment Center, Inc.
CLOSED0576-576-100%$538.8K$0-$538.8K2026-10-19
Spartan Planning & Wealth Management
CLOSED0546-546-100%$510.8K$0-$510.8K2026-10-13
Johnson Financial Group, LLC
CLOSED0528-528-100%$493.9K$0-$493.9K2026-11-03
Saxon Interests, Inc.
CLOSED0479-479-100%$448.1K$0-$448.1K2026-10-26
One Wealth Capital Management, LLC
CLOSED0431-431-100%$403.2K$0-$403.2K2026-10-23
Auto-Owners Insurance Co
CLOSED0405-405-100%$378.9K$0-$378.9K2026-10-15
Overbrook Management Corp
CLOSED0366-366-100%$342.4K$0-$342.4K2026-10-08
FSA Investment Group, LLC
CLOSED0365-365-100%$341.4K$0-$341.4K2026-10-07
Wealthcare Capital Management LLC
CLOSED0358-358-100%$334.6K$0-$334.6K2026-10-21
JIM Saulnier & Associates, LLC
CLOSED0342-342-100%$319.7K$0-$319.7K2026-11-04
Barings LLC
CLOSED0338-338-100%$316.2K$0-$316.2K2026-10-22
Triasima Portfolio Management inc.
CLOSED0332-332-100%$310.6K$0-$310.6K2026-10-15
Ameraudi Asset Management, Inc.
CLOSED0309-309-100%$289.1K$0-$289.1K2026-11-05
Sunesis Advisors, LLC
CLOSED0305-305-100%$285.3K$0-$285.3K2026-10-26
Dmkc Advisory Services, LLC
CLOSED0303-303-100%$283.4K$0-$283.4K2026-11-04
Summa Corp.
CLOSED0300-300-100%$280.6K$0-$280.6K2026-10-30
Counterpoint Mutual Funds LLC
CLOSED0295-295-100%$276.0K$0-$276.0K2026-10-16
Auctus Advisors LLC
CLOSED0285-285-100%$266.6K$0-$266.6K2026-10-23
jvl associates llc
CLOSED0276-276-100%$258.2K$0-$258.2K2026-10-09
Capital City Trust Co
CLOSED0272-272-100%$254.4K$0-$254.4K2026-10-22
HMV Wealth Advisors, LLC
CLOSED0260-260-100%$243.2K$0-$243.2K2026-10-27
Prospect Financial Group LLC
CLOSED0253-253-100%$236.7K$0-$236.7K2026-11-05
Greenwood Gearhart LLC
CLOSED0251-251-100%$234.8K$0-$234.8K2026-11-02
ATX Financial Planning, LLC
CLOSED0246-246-100%$230.1K$0-$230.1K2026-10-14
Renasant Bank
CLOSED0245-245-100%$229.2K$0-$229.2K2026-11-05
Instrumental Wealth, LLC
CLOSED0240-240-100%$224.5K$0-$224.5K2026-10-20
Corepath Wealth Partners LLC
CLOSED0232-232-100%$220.9K$0-$220.9K2026-10-21
Amarillo National Bank
CLOSED0231-231-100%$216.1K$0-$216.1K2026-10-23
Allegiance Financial Group Advisory Services LLC
CLOSED0230-230-100%$215.2K$0-$215.2K2026-11-02
IVC Wealth Advisors LLC
CLOSED0229-229-100%$214.2K$0-$214.2K2026-10-23
Noesis Capital Mangement Corp
CLOSED0229-229-100%$213.8K$0-$213.8K2026-10-26
Coyle Financial Counsel LLC
CLOSED0224-224-100%$209.5K$0-$209.5K2026-10-28
Mystic Asset Management, Inc.
CLOSED0221-221-100%$206.7K$0-$206.7K2026-10-15
Mainsail Asset Management, LLC
CLOSED0221-221-100%$208.2K$0-$208.2K2026-10-14
Global Trust Wealth Management LLC
CLOSED0220-220-100%$205.8K$0-$205.8K2026-10-14
Redwood Financial Network Corp
CLOSED0219-219-100%$204.9K$0-$204.9K2026-11-03
Freedom Financial Partners LLC
CLOSED0218-218-100%$204.1K$0-$204.1K2026-10-19
Edge Wealth Management LLC
CLOSED0218-218-100%$204.0K$0-$204.0K2026-10-13
Tenzing Financial LLC
CLOSED0218-218-100%$207.4K$0-$207.4K2026-11-03
Martel Wealth Advisors LLC
CLOSED0217-217-100%$203.0K$0-$203.0K2026-10-14
Opus Capital Group, LLC
CLOSED0216-216-100%$202.0K$0-$202.0K2026-10-30
Paragon Capital Management Ltd
CLOSED0216-216-100%$202.6K$0-$202.6K2026-10-09
Isthmus Partners, LLC
CLOSED0216-216-100%$202.1K$0-$202.1K2026-10-21
Provident Wealth Management, LLC
CLOSED0216-216-100%$202.1K$0-$202.1K2026-10-20
Intergy Private Wealth, LLC
CLOSED0215-215-100%$201.1K$0-$201.1K2026-10-16
Cascade Investment Advisors, Inc.
CLOSED0215-215-100%$201.1K$0-$201.1K2026-11-02
Cornerstone Planning Group LLC
CLOSED0188-188-100%$174.2K$0-$174.2K2026-10-16
Munich Reinsurance Co Stock Corp in Munich
CLOSED0151-151-100%$141.3K$0-$141.3K2026-10-30
Atlatl Advisers LLC
CLOSED0141-141-100%$131.9K$0-$131.9K2026-10-22
Cypress Capital, LLC
CLOSED0130-130-100%$121.6K$0-$121.6K2026-10-20
Obsidian CIO, LLC
CLOSED0117-117-100%$109.5K$0-$109.5K2026-11-05
Marquette Asset Management, LLC
CLOSED055-55-100%$51.5K$0-$51.5K2026-10-09
Bullseye Investment Management, LLC
CLOSED037-37-100%$34.6K$0-$34.6K2026-10-29
Alpha Wealth Funds, LLC
CLOSED036-36-100%$33.7K$0-$33.7K2026-11-05
Newton One Investments LLC
CLOSED013-13-100%$12.2K$0-$12.2K2026-10-14
Whipplewood Advisors, LLC
CLOSED02-2-100%$1.9K$0-$1.9K2026-10-20
Nvest Wealth Strategies, Inc.
CLOSED01-1-100%$936$0-$9362026-10-14
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Illumine Investment Management, LLC
UNCHANGED000—$3.8M$3.8M-$53.8K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.2M$1.2M+$18.1K2026-10-29
BlackRock, Inc.
N/A—34,202,834-34,202,834-100%$32.0B———
Vanguard Capital Management LLC
N/A—28,976,605-28,976,605-100%$27.1B———
State Street Corp
N/A—18,384,951-18,384,951-100%$17.2B———
Invesco Ltd.
N/A—13,989,137-13,989,137-100%$13.1B———
Geode Capital Management, LLC
N/A—10,627,472-10,627,472-100%$9.9B———
Vanguard Portfolio Management LLC
N/A—10,402,555-10,402,555-100%$9.7B———
Morgan Stanley
N/A—10,220,437-10,220,437-100%$9.6B———
Bank of America Corp
N/A—7,249,774-7,249,774-100%$6.8B———
Norges Bank
N/A—6,474,767-6,474,767-100%$6.1B———
FMR LLC
N/A—6,163,541-6,163,541-100%$5.8B———
Northern Trust Corp
N/A—4,835,919-4,835,919-100%$4.5B———
Royal Bank of Canada
N/A—4,292,111-4,292,111-100%$4.0B———
JPMorgan Chase & Co
N/A—4,224,191-4,224,191-100%$4.0B———
Charles Schwab Investment Management Inc
N/A—3,631,675-3,631,675-100%$3.4B———
Goldman Sachs Group Inc
N/A—3,293,734-3,293,734-100%$3.1B———
Fisher Asset Management, LLC
N/A—3,253,040-3,253,040-100%$3.0B———
Nuveen, LLC
N/A—3,189,881-3,189,881-100%$3.0B———
Wells Fargo & Company
N/A—3,106,170-3,106,170-100%$2.9B———
UBS Asset Management Americas LLC
N/A—3,068,312-3,068,312-100%$2.9B———
Capital International Investors
N/A—2,770,728-2,770,728-100%$2.6B———
UBS Group AG
N/A—2,675,980-2,675,980-100%$2.5B———
Alliancebernstein L.P.
N/A—2,549,000-2,549,000-100%$2.5B———
Legal & General Group Plc
N/A—2,525,135-2,525,135-100%$2.4B———
Vanguard Fiduciary Trust Co
N/A—2,516,516-2,516,516-100%$2.4B———
Amundi
N/A—2,424,461-2,424,461-100%$2.3B———
Jennison Associates LLC
N/A—2,166,050-2,166,050-100%$2.0B———
Price T Rowe Associates Inc
N/A—2,063,521-2,063,521-100%$1.9B———
Capital World Investors
N/A—2,043,628-2,043,628-100%$1.9B———
SG Americas Securities, LLC
N/A—1,773,372-1,773,372-100%$1.7B———
Deutsche Bank Ag\
N/A—1,463,192-1,463,192-100%$1.4B———
American Century Companies Inc
N/A—1,448,226-1,448,226-100%$1.4B———
Bank of Montreal
N/A—1,434,743-1,434,743-100%$1.3B———
Raymond James Financial Inc
N/A—1,413,102-1,413,102-100%$1.3B———
Ameriprise Financial Inc
N/A—1,339,096-1,339,096-100%$1.3B———
AQR Capital Management LLC
N/A—1,253,747-1,253,747-100%$1.2B———
Swiss National Bank
N/A—1,251,300-1,251,300-100%$1.2B———
HSBC Holdings PLC
N/A—1,239,037-1,239,037-100%$1.2B———
Marshall Wace, LLP
N/A—1,174,466-1,174,466-100%$1.1B———
Franklin Resources Inc
N/A—1,162,963-1,162,963-100%$1.1B———
LPL Financial LLC
N/A—1,145,398-1,145,398-100%$1.1B———
Acadian Asset Management LLC
N/A—1,141,108-1,141,108-100%$1.1B———
California Public Employees Retirement System
N/A—1,010,418-1,010,418-100%$945.2M———
Two Sigma Investments, LP
N/A—1,006,231-1,006,231-100%$941.3M———
National Pension Service
N/A—966,727-966,727-100%$904.3M———
Vanguard Global Advisers, LLC
N/A—957,168-957,168-100%$895.4M———
Barclays PLC
N/A—943,080-943,080-100%$882.2M———
Canada Pension Plan Investment Board
N/A—916,798-916,798-100%$857.6M———
Neuberger Berman Group LLC
N/A—880,718-880,718-100%$823.9M———
D. E. Shaw & Co., Inc.
N/A—873,316-873,316-100%$817.0M———
Vanguard Asset Management, Ltd
N/A—866,849-866,849-100%$810.9M———
Rhumbline Advisers
N/A—786,232-786,232-100%$735.5M———
First Trust Advisors LP
N/A—755,150-755,150-100%$706.4M———
National Bank of Canada
N/A—751,142-751,142-100%$702.7M———
TD Asset Management Inc
N/A—720,407-720,407-100%$673.9M———
BNP Paribas Asset Management Holding S.A.
N/A—712,347-712,347-100%$666.4M———
Stifel Financial Corp
N/A—695,622-695,622-100%$650.9M———
BNP Paribas Financial Markets
N/A—692,107-692,107-100%$647.4M———
California State Teachers Retirement System
N/A—674,638-674,638-100%$631.1M———
Bessemer Group Inc
N/A—663,996-663,996-100%$621.1M———
APG Asset Management N.V.
N/A—645,893-645,893-100%$528.5M———
PNC Financial Services Group, Inc.
N/A—624,365-624,365-100%$584.1M———
Baird Financial Group, Inc.
N/A—622,012-622,012-100%$581.9M———
Envestnet Asset Management Inc
N/A—613,482-613,482-100%$573.9M———
Russell Investments Group, Ltd.
N/A—531,750-531,750-100%$498.4M———
Blair William & Co
N/A—524,692-524,692-100%$490.8M———
Citadel Advisors LLC
N/A—509,661-509,661-100%$476.8M———
New York State Common Retirement Fund
N/A—484,439-484,439-100%$453.2M———
Caisse de Depot ET Placement DU Quebec
N/A—469,190-469,190-100%$438.9M———
Capital Research Global Investors
N/A—456,174-456,174-100%$426.7M———
Federated Hermes, Inc.
N/A—453,439-453,439-100%$424.2M———
HighTower Advisors, LLC
N/A—448,285-448,285-100%$419.4M———
Aviva PLC
N/A—444,887-444,887-100%$416.2M———
Manufacturers Life Insurance Company, the
N/A—444,473-444,473-100%$415.8M———
Cerity Partners LLC
N/A—438,863-438,863-100%$410.6M———
Man Group plc
N/A—437,789-437,789-100%$409.5M———
Arrowstreet Capital, Limited Partnership
N/A—435,937-435,937-100%$407.8M———
Rockefeller Capital Management L.P.
N/A—432,646-432,646-100%$404.7M———
Mariner, LLC
N/A—419,996-419,996-100%$392.9M———
1832 Asset Management L.P.
N/A—414,342-414,342-100%$387.6M———
Voya Investment Management LLC
N/A—413,614-413,614-100%$386.9M———
Jupiter Topco LLC
N/A—404,467-404,467-100%$378.4M———
Adage Capital Partners GP, L.L.C.
N/A—395,677-395,677-100%$370.1M———
Chevy Chase Trust Holdings, LLC
N/A—389,886-389,886-100%$364.7M———
Millennium Management LLC
N/A—380,749-380,749-100%$356.2M———
Capitolis Liquid Global Markets LLC
N/A—379,720-379,720-100%$355.2M———
State Board of Administration of Florida Retirement System
N/A—379,139-379,139-100%$354.7M———
Public Employees Retirement Association of Colorado
N/A—377,550-377,550-100%$353.2M———
Schroder Investment Management Group
N/A—374,507-374,507-100%$354.5M———
Susquehanna International Group, LLP
N/A—361,307-361,307-100%$338.0M———
Quantinno Capital Management LP
N/A—359,679-359,679-100%$336.5M———
Focus Partners Wealth
N/A—357,423-357,423-100%$334.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—354,667-354,667-100%$331.8M———
Scotia Capital Inc.
N/A—354,177-354,177-100%$331.3M———
Prudential Financial Inc
N/A—353,757-353,757-100%$330.9M———
Danske Bank A/S
N/A—352,575-352,575-100%$329.8M———
Victory Capital Management Inc
N/A—347,314-347,314-100%$324.9M———
Aberdeen Group plc
N/A—346,814-346,814-100%$324.4M———
Canada Life Assurance Co
N/A—339,979-339,979-100%$317.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—337,914-337,914-100%$314.4M———
HRT Financial LP
N/A—324,998-324,998-100%$304.0M———
AustralianSuper Pty Ltd
N/A—312,338-312,338-100%$292.2M———
Natixis Advisors, LLC
N/A—311,416-311,416-100%$291.3M———
Allianz Asset Management GmbH
N/A—310,809-310,809-100%$290.8M———
Chilton Investment Co Inc.
N/A—310,417-310,417-100%$290.4M———
Osaic Holdings, Inc.
N/A—305,164-305,164-100%$285.9M———
Balyasny Asset Management L.P.
N/A—304,003-304,003-100%$284.4M———
CIBC World Market Inc.
N/A—294,335-294,335-100%$275.3M———
Jones Financial Companies Lllp
N/A—287,925-287,925-100%$274.1M———
Qube Research & Technologies Ltd
N/A—286,445-286,445-100%$268.0M———
Haverford Trust Co
N/A—283,676-283,676-100%$265.4M———
Korea Investment Corp
N/A—280,643-280,643-100%$262.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—278,116-278,116-100%$260.2M———
Bank of Nova Scotia
N/A—274,678-274,678-100%$257.0M———
PFA Pension, Forsikringsaktieselskab
N/A—262,499-262,499-100%$245.6M———
Ensign Peak Advisors, Inc
N/A—251,489-251,489-100%$235.3M———
Brown Advisory Inc
N/A—248,300-248,300-100%$232.3M———
Cetera Investment Advisers
N/A—244,761-244,761-100%$229.0M———
Mitsubishi UFJ Trust & Banking Corp
N/A—240,149-240,149-100%$224.7M———
State of Wisconsin Investment Board
N/A—236,660-236,660-100%$221.4M———
Capital Counsel LLC
N/A—234,577-234,577-100%$219.4M———
Steadfast Capital Management LP
N/A—234,056-234,056-100%$219.0M———
Royal London Asset Management LTD
N/A—232,968-232,968-100%$217.9M———
Brown Brothers Harriman & Co
N/A—228,630-228,630-100%$213.9M———
Vanguard Investments Australia, Ltd.
N/A—226,302-226,302-100%$211.7M———
Nomura Asset Management Co LTD
N/A—222,567-222,567-100%$208.2M———
Greenbrier Partners Capital Management, LLC
N/A—221,730-221,730-100%$207.4M———
Huntington National Bank
N/A—219,894-219,894-100%$205.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—219,017-219,017-100%$204.9M———
Rathbones Group PLC
N/A—218,544-218,544-100%$204.4M———
Banque Transatlantique SA
N/A—211,117-211,117-100%$184.5M———
Captrust Financial Advisors
N/A—207,760-207,760-100%$194.4M———
Toronto Dominion Bank
N/A—203,573-203,573-100%$190.4M———
Worldquant Millennium Advisors LLC
N/A—202,689-202,689-100%$189.6M———
CIBC Bancorp USA Inc.
N/A—199,358-199,358-100%$186.5M———
William Blair Investment Management, LLC
N/A—199,355-199,355-100%$186.5M———
Wellington Management Group LLP
N/A—197,558-197,558-100%$184.8M———
M&T Bank Corp
N/A—197,308-197,308-100%$184.6M———
Empower Advisory Group, LLC
N/A—194,416-194,416-100%$181.9M———
Lazard Asset Management LLC
N/A—194,028-194,028-100%$181.5M———
SEI Investments Co
N/A—189,988-189,988-100%$177.7M———
Northwestern Mutual Wealth Management Co
N/A—189,471-189,471-100%$177.2M———
Treasurer of the State of North Carolina
N/A—189,040-189,040-100%$176.8M———
Douglass Winthrop Advisors, LLC
N/A—187,973-187,973-100%$175.8M———
ING Groep NV
N/A—187,333-187,333-100%$175.2M———
KLP Kapitalforvaltning AS
N/A—181,980-181,980-100%$170.2M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—181,256-181,256-100%$169.6M———
Nomura Asset Management International Inc.
N/A—180,209-180,209-100%$168.6M———
Loomis Sayles & Co L P
N/A—178,361-178,361-100%$166.9M———
Public Employees Retirement System of Ohio
N/A—178,283-178,283-100%$166.8M———
Teacher Retirement System of Texas
N/A—175,128-175,128-100%$163.8M———
Voloridge Investment Management, LLC
N/A—172,825-172,825-100%$161.7M———
Resona Asset Management Co.,Ltd.
N/A—172,759-172,759-100%$161.9M———
Mercer Global Advisors Inc
N/A—171,725-171,725-100%$160.6M———
Roehl & Yi Investment Advisors, LLC
N/A—166,829-166,829-100%$3.3M———
Nissay Asset Management Corp N
N/A—158,416-158,416-100%$148.2M———
TCW Group Inc
N/A—156,163-156,163-100%$146.1M———
EP Wealth Advisors, LLC
N/A—155,825-155,825-100%$145.8M———
NewEdge Advisors, LLC
N/A—155,824-155,824-100%$145.8M———
OFI Invest Asset Management
N/A—150,340-150,340-100%$123.5M———
State of Tennessee, Department of Treasury
N/A—147,517-147,517-100%$138.0M———
Tredje Ap-fonden
N/A—145,249-145,249-100%$135.9M———
Jacobs Levy Equity Management, Inc
N/A—144,869-144,869-100%$135.5M———
Holocene Advisors, LP
N/A—142,637-142,637-100%$133.4M———
Guggenheim Capital LLC
N/A—141,914-141,914-100%$132.8M———
Bartlett & Co. Wealth Management LLC
N/A—141,278-141,278-100%$132.2M———
MML Investors Services, LLC
N/A—140,552-140,552-100%$131.5M———
Woodline Partners LP
N/A—133,891-133,891-100%$125.3M———
Menora Mivtachim Holdings Ltd.
N/A—133,200-133,200-100%$124.6M———
Janney Montgomery Scott LLC
N/A—132,882-132,882-100%$124.3M———
Tidal Investments LLC
N/A—132,430-132,430-100%$123.9M———
&partners
N/A—131,634-131,634-100%$123.2M———
Massachusetts Financial Services Co
N/A—129,208-129,208-100%$124.4M———
Epoch Investment Partners, Inc.
N/A—127,033-127,033-100%$118.8M———
Mediolanum International Funds Ltd
N/A—124,870-124,870-100%$118.2M———
Trexquant Investment LP
N/A—124,712-124,712-100%$116.7M———
Glenmede Trust Co NA
N/A—123,494-123,494-100%$115.5M———
Bradley Foster & Sargent Inc
N/A—123,446-123,446-100%$115.5M———
Atalanta Sosnoff Capital, LLC
N/A—121,306-121,306-100%$113.5M———
Nykredit A/S
N/A—121,175-121,175-100%$113.4M———
CI Investments Inc.
N/A—120,466-120,466-100%$112.7M———
ABN Amro Bank N.V.
N/A—118,493-118,493-100%$110.9M———
Federation des caisses Desjardins du Quebec
N/A—117,930-117,930-100%$110.3M———
Commerce Bank
N/A—117,857-117,857-100%$110.3M———
Squarepoint Ops LLC
N/A—115,741-115,741-100%$108.3M———
Panagora Asset Management Inc
N/A—115,232-115,232-100%$107.8M———
Van Eck Associates Corp
N/A—114,119-114,119-100%$106.8M———
MAI Capital Management
N/A—114,078-114,078-100%$106.7M———
Harvest Portfolios Group Inc.
N/A—113,356-113,356-100%$106.0M———
Davis R M Inc
N/A—110,779-110,779-100%$103.6M———
Sanctuary Advisors, LLC
N/A—110,014-110,014-100%$102.9M———
MetLife Investment Management, LLC
N/A—109,127-109,127-100%$102.1M———
Macquarie Group LTD
N/A—108,997-108,997-100%$101.9M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—107,942-107,942-100%$101.0M———
Omers Administration Corp
N/A—105,984-105,984-100%$99.1M———
O'shaughnessy Asset Management, LLC
N/A—105,746-105,746-100%$98.9M———
Bristol John W & Co Inc
N/A—104,081-104,081-100%$97.4M———
Employees Retirement System of Texas
N/A—100,933-100,933-100%$94.4M———
Empowered Funds, LLC
N/A—100,519-100,519-100%$94.0M———
Evercore Wealth Management, LLC
N/A—99,506-99,506-100%$93.1M———
DnB Asset Management AS
N/A—98,725-98,725-100%$92.4M———
IEQ Capital, LLC
N/A—98,607-98,607-100%$92.2M———
Eurizon Capital SGR S.p.A.
N/A—95,496-95,496-100%$89.6M———
Bowen Hanes & Co Inc
N/A—95,494-95,494-100%$95.2M———
Sequoia Financial Advisors, LLC
N/A—94,833-94,833-100%$88.7M———
Nomura Holdings Inc
N/A—94,652-94,652-100%$88.5M———
Pathstone Holdings, LLC
N/A—94,580-94,580-100%$88.6M———
Storebrand Asset Management AS
N/A—94,256-94,256-100%$88.2M———
Johnson Investment Counsel Inc
N/A—93,865-93,865-100%$87.8M———
Marsico Capital Management LLC
N/A—93,698-93,698-100%$87.7M———
Credit Agricole S A
N/A—92,692-92,692-100%$86.7M———
Vinva Investment Management Ltd
N/A—91,996-91,996-100%$87.1M———
QRG Capital Management, Inc.
N/A—91,229-91,229-100%$85.3M———
Steward Partners Investment Advisory, LLC
N/A—91,045-91,045-100%$85.2M———
Waverly Advisors, LLC
N/A—87,623-87,623-100%$82.0M———
Fayez Sarofim & Co
N/A—87,410-87,410-100%$81.8M———
UMB Bank, n.a.
N/A—87,209-87,209-100%$81.6M———
Flputnam Investment Management Co
N/A—84,347-84,347-100%$78.9M———
Donaldson Capital Management, LLC
N/A—83,221-83,221-100%$77.9M———
Norinchukin Bank, The
N/A—81,210-81,210-100%$76.0M———
Peapack Gladstone Financial Corp
N/A—80,301-80,301-100%$75.1M———
United Capital Financial Advisors, LLC
N/A—79,741-79,741-100%$74.6M———
Zurich Insurance Group Ltd
N/A—79,048-79,048-100%$73.9M———
Pinnacle Financial Partners, Inc.
N/A—78,622-78,622-100%$73.5M———
Public Sector Pension Investment Board
N/A—75,949-75,949-100%$71.0M———
Benjamin Edwards Inc
N/A—75,598-75,598-100%$70.8M———
Susquehanna Portfolio Strategies, LLC
N/A—75,568-75,568-100%$70.7M———
Destination Wealth Management
N/A—75,375-75,375-100%$70.5M———
Vanguard Personalized Indexing Management, LLC
N/A—75,026-75,026-100%$70.2M———
Fiera Capital Corp
N/A—74,325-74,325-100%$69.5M———
Nan Shan Life Insurance Co., Ltd.
N/A—72,891-72,891-100%$68.2M———
Lord, Abbett & Co. LLC
N/A—72,113-72,113-100%$67.5M———
Capital International, Inc.
N/A—70,673-70,673-100%$66.1M———
Capital International Sarl
N/A—69,957-69,957-100%$65.4M———
USS Investment Management Ltd
N/A—69,740-69,740-100%$65.2M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—68,974-68,974-100%$64.5M———
Utah Retirement Systems
N/A—67,381-67,381-100%$63.0M———
Performance Wealth Partners, LLC
N/A—67,210-67,210-100%$62.9M———
Pinebridge Investments LLC
N/A—67,206-67,206-100%$62.9M———
Guardian Capital LP
N/A—66,758-66,758-100%$62.5M———
Police & Firemen's Retirement System of New Jersey
N/A—66,541-66,541-100%$62.2M———
British Columbia Investment Management Corp
N/A—66,513-66,513-100%$62.2M———
Windward Capital Management Co
N/A—65,082-65,082-100%$60.9M———
Gabelli Funds LLC
N/A—64,937-64,937-100%$60.7M———
Bristol Gate Capital Partners Inc.
N/A—64,911-64,911-100%$60.7M———
LBP AM SA
N/A—64,251-64,251-100%$60.1M———
Varma Mutual Pension Insurance Co
N/A—63,957-63,957-100%$59.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—63,885-63,885-100%$59.8M———
Allworth Financial LP
N/A—63,703-63,703-100%$59.6M———
Pacer Advisors, Inc.
N/A—63,313-63,313-100%$59.2M———
Wealthfront Advisers LLC
N/A—62,782-62,782-100%$58.7M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—62,219-62,219-100%$58.2M———
Jane Street Group, LLC
N/A—61,569-61,569-100%$57.6M———
Danica Pension, Livsforsikringsaktieselskab
N/A—58,414-58,414-100%$54.6M———
Freestone Grove Partners LP
N/A—58,314-58,314-100%$54.6M———
FIL Ltd
N/A—57,904-57,904-100%$54.2M———
Axiom Investors LLC
N/A—57,764-57,764-100%$54.0M———
Whittier Trust Co
N/A—55,870-55,870-100%$53.1M———
Andra Ap-fonden
N/A—54,742-54,742-100%$51.2M———
Rafferty Asset Management, LLC
N/A—54,457-54,457-100%$50.9M———
Elo Mutual Pension Insurance Co
N/A—53,903-53,903-100%$50.4M———
Beacon Pointe Advisors, LLC
N/A—53,536-53,536-100%$50.1M———
Groupe la Francaise
N/A—53,335-53,335-100%$49.6M———
Shelton Capital Management
N/A—52,745-52,745-100%$49.3M———
Clarity Financial LLC
N/A—52,658-52,658-100%$49.3M———
Invictus Private Wealth, LLC
N/A—52,587-52,587-100%$49.2M———
Unio Capital LLC
N/A—50,926-50,926-100%$47.6M———
Stock Yards Bank & Trust Co
N/A—50,411-50,411-100%$47.2M———
Cannell & Spears LLC
N/A—50,335-50,335-100%$47.1M———
Stratos Wealth Partners, Ltd.
N/A—50,311-50,311-100%$47.1M———
Clearstead Advisors, LLC
N/A—50,028-50,028-100%$46.8M———
Klingenstein Fields & Co LP
N/A—49,939-49,939-100%$46.7M———
RWA Wealth Partners, LLC
N/A—49,856-49,856-100%$46.6M———
Dakota Wealth Management
N/A—49,845-49,845-100%$46.6M———
Advisors Capital Management, LLC
N/A—48,069-48,069-100%$45.0M———
Main Street Research LLC
N/A—47,497-47,497-100%$44.4M———
Teachers Retirement System of the State of Kentucky
N/A—46,745-46,745-100%$43.7M———
Allstate Corp
N/A—46,731-46,731-100%$43.7M———
Trillium Asset Management, LLC
N/A—46,491-46,491-100%$43.5M———
Cumberland Partners Ltd
N/A—46,434-46,434-100%$43.4M———
Jupiter Asset Management LTD
N/A—46,338-46,338-100%$43.3M———
Baltimore-Washington Financial Advisors, Inc.
N/A—45,501-45,501-100%$42.6M———
Clark Capital Management Group, Inc.
N/A—45,489-45,489-100%$42.6M———
Merit Financial Group, LLC
N/A—44,872-44,872-100%$42.0M———
Bridges Investment Management Inc
N/A—44,758-44,758-100%$41.9M———
Nordea Investment Management AB
N/A—44,748-44,748-100%$42.1M———
Equitable Holdings, Inc.
N/A—44,508-44,508-100%$41.6M———
Harvest Fund Management Co., Ltd
N/A—43,755-43,755-100%$40.9M———
Worldly Partners Management, LLC
N/A—43,268-43,268-100%$40.5M———
Vident Advisory, LLC
N/A—42,556-42,556-100%$39.8M———
Zacks Investment Management
N/A—41,881-41,881-100%$39.2M———
Capital International LTD
N/A—41,851-41,851-100%$39.2M———
Fiduciary Trust Co
N/A—40,475-40,475-100%$37.9M———
Freestone Capital Holdings, LLC
N/A—40,019-40,019-100%$37.4M———
Marco Investment Management LLC
N/A—39,988-39,988-100%$37.4M———
Mufg Securities Emea plc
N/A—39,821-39,821-100%$37.3M———
Optiver Holding B.V.
N/A—39,344-39,344-100%$36.8M———
Investment Management Corp of Ontario
N/A—39,266-39,266-100%$36.7M———
Cresset Asset Management, LLC
N/A—39,195-39,195-100%$36.7M———
Advisors Asset Management, Inc.
N/A—38,844-38,844-100%$36.3M———
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A—37,454-37,454-100%$35.0M———
Trajan Wealth LLC
N/A—36,292-36,292-100%$34.0M———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—35,587-35,587-100%$33.3M———
NewEdge Wealth, LLC
N/A—35,420-35,420-100%$33.1M———
Atlantic Union Bankshares Corp
N/A—35,279-35,279-100%$33.0M———
Martingale Asset Management L P
N/A—35,161-35,161-100%$32.9M———
ExodusPoint Capital Management, LP
N/A—34,932-34,932-100%$32.7M———
Blue Chip Partners, LLC
N/A—34,829-34,829-100%$32.6M———
Arax Advisory Partners
N/A—34,743-34,743-100%$32.5M———
Mizuho Securities USA LLC
N/A—34,733-34,733-100%$32.5M———
Integrated Wealth Concepts LLC
N/A—34,598-34,598-100%$32.4M———
Cornerstone Advisors, LLC
N/A—34,287-34,287-100%$32.1M———
AE Wealth Management LLC
N/A—34,258-34,258-100%$32.0M———
Silvercrest Asset Management Group LLC
N/A—33,973-33,973-100%$31.8M———
Ellevest, Inc.
N/A—33,918-33,918-100%$972.5K———
Madison Asset Management, LLC
N/A—33,457-33,457-100%$31.3M———
Kiley Juergens Wealth Management, LLC
N/A—33,346-33,346-100%$31.2M———
Renaissance Group LLC
N/A—33,174-33,174-100%$31.0M———
Horizon Investments, LLC
N/A—32,905-32,905-100%$30.7M———
Estabrook Capital Management
N/A—32,433-32,433-100%$30.3M———
JAG Capital Management, LLC
N/A—32,150-32,150-100%$30.1M———
Bridgeway Capital Management, LLC
N/A—31,808-31,808-100%$29.8M———
Walleye Capital LLC
N/A—31,775-31,775-100%$29.7M———
Coldstream Capital Management Inc
N/A—31,314-31,314-100%$29.3M———
Clearbridge Investments, LLC
N/A—31,263-31,263-100%$29.2M———
Saudi Central Bank
N/A—31,056-31,056-100%$29.1M———
Aptus Capital Advisors, LLC
N/A—30,798-30,798-100%$28.8M———
Whittier Trust Co of Nevada Inc
N/A—30,479-30,479-100%$28.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—30,306-30,306-100%$28.4M———
Prudential PLC
N/A—30,218-30,218-100%$28.3M———
Banco Santander, S.A.
N/A—29,941-29,941-100%$28.0M———
Liontrust Investment Partners LLP
N/A—29,063-29,063-100%$27.2M———
Rothschild Investment LLC
N/A—28,910-28,910-100%$27.0M———
Aristotle Atlantic Partners, LLC
N/A—28,833-28,833-100%$27.0M———
Advisory Services Network, LLC
N/A—28,222-28,222-100%$26.4M———
Kentucky Retirement Systems
N/A—28,021-28,021-100%$26.2M———
Snowden Capital Advisors LLC
N/A—27,920-27,920-100%$26.1M———
Composition Wealth, LLC
N/A—27,057-27,057-100%$25.3M———
Ironvine Capital Partners, LLC
N/A—27,040-27,040-100%$25.3M———
Orion Porfolio Solutions, LLC
N/A—26,713-26,713-100%$25.0M———
Bluespring Wealth Management, LLC
N/A—26,625-26,625-100%$24.9M———
Summit Financial, LLC
N/A—26,539-26,539-100%$24.8M———
Bridgewater Associates, LP
N/A—26,503-26,503-100%$24.8M———
Hancock Whitney Corp
N/A—26,208-26,208-100%$24.5M———
Daiichi Life Insurance Co., Ltd.
N/A—26,146-26,146-100%$24.5M———
Comgest Global Investors S.A.S.
N/A—26,143-26,143-100%$24.5M———
Savant Capital, LLC
N/A—26,045-26,045-100%$24.5M———
Becker Capital Management Inc
N/A—25,828-25,828-100%$24.2M———
Voleon Capital Management LP
N/A—25,482-25,482-100%$23.8M———
SouthState Bank Corp
N/A—25,428-25,428-100%$23.8M———
LGT Group Foundation
N/A—25,343-25,343-100%$23.7M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—25,310-25,310-100%$23.7M———
Ameritas Investment Partners, Inc.
N/A—25,054-25,054-100%$23.4M———
Dearborn Partners LLC
N/A—24,714-24,714-100%$23.1M———
Independent Advisor Alliance
N/A—24,635-24,635-100%$23.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—24,306-24,306-100%$22.7M———
Gotham Asset Management, LLC
N/A—24,136-24,136-100%$22.6M———
Mutual Advisors, LLC
N/A—24,136-24,136-100%$22.6M———
Kelly Lawrence W & Associates Inc
N/A—23,978-23,978-100%$22.4M———
Keystone Investors PTE LTD
N/A—23,840-23,840-100%$22.3M———
Brevan Howard Capital Management LP
N/A—23,800-23,800-100%$22.3M———
Vestmark Advisory Solutions, Inc.
N/A—23,626-23,626-100%$22.1M———
Erste Asset Management GmbH
N/A—23,609-23,609-100%$22.3M———
Dividend Assets Capital, LLC
N/A—23,594-23,594-100%$22.1M———
Borer Denton & Associates, Inc.
N/A—23,523-23,523-100%$22.0M———
Auxano Advisors, LLC
N/A—23,358-23,358-100%$21.9M———
Colonial Trust Advisors
N/A—22,991-22,991-100%$21.5M———
Arkadios Wealth Advisors
N/A—22,635-22,635-100%$21.2M———
Argent Trust Co
N/A—22,631-22,631-100%$21.2M———
Trans-Canada Capital Inc.
N/A—22,588-22,588-100%$21.1M———
Azimuth Capital Investment Management LLC
N/A—22,381-22,381-100%$20.9M———
Cary Street Partners Financial LLC
N/A—22,324-22,324-100%$20.9M———
Great Lakes Advisors, LLC
N/A—22,160-22,160-100%$20.7M———
First National Bank of Omaha
N/A—22,048-22,048-100%$20.7M———
Conway Capital Management, Inc.
N/A—21,822-21,822-100%$20.4M———
Northstar Group, Inc.
N/A—21,749-21,749-100%$20.3M———
PFG Investments, LLC
N/A—21,181-21,181-100%$19.8M———
Nwam LLC
N/A—21,151-21,151-100%$19.8M———
Blue Sparrow, LLC
N/A—21,000-21,000-100%$19.6M———
Global Retirement Partners, LLC
N/A—20,651-20,651-100%$19.3M———
Lombard Odier Asset Management (Switzerland) SA
N/A—20,640-20,640-100%$19.3M———
Natixis
N/A—20,636-20,636-100%$19.3M———
E Fund Management Co., Ltd.
N/A—20,526-20,526-100%$19.2M———
Private Advisory Group LLC
N/A—20,472-20,472-100%$19.2M———
Callan Family Office, LLC
N/A—20,205-20,205-100%$18.9M———
SummitTX Capital, L.P.
N/A—20,184-20,184-100%$18.9M———
Oakmont Corp
N/A—20,158-20,158-100%$18.9M———
Summit Trail Advisors, LLC
N/A—20,134-20,134-100%$18.8M———
First Manhattan Co. Llc.
N/A—20,043-20,043-100%$18.7M———
Empire Life Investments Inc.
N/A—20,028-20,028-100%$18.7M———
CIM, LLC
N/A—19,982-19,982-100%$18.7M———
Westwood Holdings Group Inc
N/A—19,974-19,974-100%$18.7M———
Tudor Investment Corp ET AL
N/A—19,680-19,680-100%$18.4M———
Zevin Asset Management LLC
N/A—19,533-19,533-100%$18.3M———
Western Wealth Management, LLC
N/A—19,506-19,506-100%$18.2M———
Alley Investment Management Company, LLC
N/A—19,453-19,453-100%$18.2M———
Bragg Financial Advisors, Inc
N/A—19,444-19,444-100%$18.2M———
VAN Lanschot Kempen Investment Management N.V.
N/A—19,383-19,383-100%$18.1M———
Cozad Asset Management Inc
N/A—19,065-19,065-100%$17.8M———
World Investment Advisors
N/A—18,588-18,588-100%$18.5M———
Wealthspire Advisors, LLC
N/A—18,580-18,580-100%$17.4M———
Capital Wealth Planning, LLC
N/A—18,565-18,565-100%$17.4M———
KCM Capital Inc
N/A—18,478-18,478-100%$17.3M———
Beck Bode, LLC
N/A—18,435-18,435-100%$17.2M———
Allianz SE
N/A—18,192-18,192-100%$17.0M———
Roundview Capital LLC
N/A—18,160-18,160-100%$17.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—18,065-18,065-100%$16.9M———
HFR Wealth Management, LLC
N/A—17,850-17,850-100%$16.7M———
North Star Asset Management Inc
N/A—17,710-17,710-100%$16.6M———
OneDigital Investment Advisors LLC
N/A—17,593-17,593-100%$16.5M———
Groupama Asset Managment
N/A—17,586-17,586-100%$16.6M———
Intech Investment Management LLC
N/A—17,561-17,561-100%$16.4M———
Bleakley Financial Group, LLC
N/A—17,459-17,459-100%$16.3M———
Rosenblum Silverman Sutton S F Inc
N/A—17,355-17,355-100%$16.2M———
Bank of Nova Scotia Trust Co
N/A—17,347-17,347-100%$16.2M———
Stephens Inc
N/A—17,221-17,221-100%$16.2M———
Siemens Fonds Invest GmbH
N/A—17,160-17,160-100%$16.1M———
Silvant Capital Management LLC
N/A—17,118-17,118-100%$16.0M———
Ancora Advisors LLCA
N/A—16,985-16,985-100%$15.9M———
Envestnet Portfolio Solutions, Inc.
N/A—16,909-16,909-100%$15.8M———
Diversified Trust Co
N/A—16,834-16,834-100%$15.7M———
Metis Global Partners, LLC
N/A—16,759-16,759-100%$15.7M———
Red Door Wealth Management, LLC
N/A—16,755-16,755-100%$15.7M———
Haverford Financial Services, Inc.
N/A—16,744-16,744-100%$15.7M———
Graham Capital Management, L.P.
N/A—16,688-16,688-100%$15.6M———
Harbour Investments, Inc.
N/A—16,571-16,571-100%$15.5M———
RB Capital Management, LLC
N/A—16,453-16,453-100%$15.4M———
Boston Family Office LLC
N/A—16,179-16,179-100%$15.1M———
Caprock Group, LLC
N/A—16,139-16,139-100%$15.1M———
Front Street Capital Management, Inc.
N/A—16,076-16,076-100%$15.0M———
Vestcor Inc
N/A—15,760-15,760-100%$14.7M———
Jacobson & Schmitt Advisors, LLC
N/A—15,670-15,670-100%$14.7M———
Biondo Investment Advisors, LLC
N/A—15,637-15,637-100%$14.6M———
Motco
N/A—15,629-15,629-100%$14.6M———
Commerzbank Aktiengesellschaft
N/A—15,546-15,546-100%$14.5M———
Stonebridge Financial Group, LLC
N/A—15,537-15,537-100%$14.5M———
Kingsview Wealth Management, LLC
N/A—15,501-15,501-100%$14.5M———
JTC Employer Solutions Trustee Ltd
N/A—15,477-15,477-100%$14.5M———
Empirical Finance, LLC
N/A—15,385-15,385-100%$14.4M———
CSM Advisors, LLC
N/A—15,097-15,097-100%$14.1M———
F/m Investments LLC
N/A—15,088-15,088-100%$14.1M———
LMR Partners LLP
N/A—15,050-15,050-100%$14.1M———
FourThought Financial Partners, LLC
N/A—15,041-15,041-100%$14.1M———
Baldwin Investment Management, LLC
N/A—14,865-14,865-100%$13.9M———
NWK Group, Inc.
N/A—14,842-14,842-100%$13.9M———
Paragon Capital Management LLC
N/A—14,480-14,480-100%$13.5M———
Stratos Wealth Advisors, LLC
N/A—14,427-14,427-100%$13.5M———
Evelyn Partners Group Ltd
N/A—14,244-14,244-100%$13.3M———
DF Dent & Co Inc
N/A—14,239-14,239-100%$13.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—14,224-14,224-100%$13.3M———
Robinhood Asset Management, LLC
N/A—14,185-14,185-100%$13.3M———
Hutner Capital Management Inc
N/A—14,183-14,183-100%$13.3M———
SageGuard Financial Group, LLC
N/A—14,133-14,133-100%$13.2M———
Northstar Asset Management Inc
N/A—14,023-14,023-100%$13.1M———
Berger Financial Group, Inc
N/A—13,989-13,989-100%$13.1M———
Elk River Wealth Management LLC
N/A—13,937-13,937-100%$13.0M———
Verition Fund Management LLC
N/A—13,900-13,900-100%$13.0M———
Palisade Capital Management, LP
N/A—13,840-13,840-100%$12.9M———
Regency Capital Management Inc.\DE
N/A—13,828-13,828-100%$12.9M———
Foundations Investment Advisors, LLC
N/A—13,823-13,823-100%$12.9M———
Geneos Wealth Management Inc.
N/A—13,808-13,808-100%$12.9M———
Modern Wealth Management, LLC
N/A—13,770-13,770-100%$12.9M———
German American Bancorp, Inc.
N/A—13,751-13,751-100%$12.9M———
Buckley Wealth Management, LLC
N/A—13,669-13,669-100%$12.8M———
King Wealth Management Group
N/A—13,668-13,668-100%$12.8M———
First Foundation Advisors
N/A—13,569-13,569-100%$12.7M———
Brasada Capital Management, LP
N/A—13,385-13,385-100%$12.5M———
Mufg Securities Americas Inc.
N/A—13,363-13,363-100%$12.5M———
Simmons Bank
N/A—13,298-13,298-100%$12.4M———
Whalerock Point Partners, LLC
N/A—13,251-13,251-100%$12.4M———
Coleford Investment Management Ltd.
N/A—13,202-13,202-100%$12.4M———
Level Four Advisory Services, LLC
N/A—13,169-13,169-100%$12.3M———
Great Valley Advisor Group, Inc.
N/A—13,144-13,144-100%$12.3M———
Advisors Preferred, LLC
N/A—13,138-13,138-100%$12.5M———
KKM Financial LLC
N/A—13,079-13,079-100%$12.3M———
Resources Management Corp
N/A—13,041-13,041-100%$12.2M———
Moneta Group Investment Advisors LLC
N/A—13,018-13,018-100%$12.2M———
Van Hulzen Asset Management, LLC
N/A—12,989-12,989-100%$12.2M———
Savvy Advisors, Inc.
N/A—12,984-12,984-100%$12.1M———
Sienna Gestion
N/A—12,872-12,872-100%$12.3M———
BFC Planning, Inc.
N/A—12,827-12,827-100%$12.0M———
Vision Retirement, LLC
N/A—12,764-12,764-100%$11.9M———
Prosperity Consulting Group, LLC
N/A—12,482-12,482-100%$11.7M———
Texas Yale Capital Corp.
N/A—12,316-12,316-100%$11.5M———
Ossiam
N/A—12,313-12,313-100%$11.5M———
Infusive Asset Management Inc.
N/A—12,241-12,241-100%$11.5M———
Silicon Valley Capital Partners
N/A—12,196-12,196-100%$11.4M———
WCG Wealth Advisors LLC
N/A—12,166-12,166-100%$11.4M———
Texas Capital Bank Wealth Management Services Inc
N/A—12,100-12,100-100%$11.3M———
Principal Securities, Inc.
N/A—12,060-12,060-100%$11.3M———
Belpointe Asset Management LLC
N/A—11,873-11,873-100%$11.1M———
Securian Asset Management, Inc
N/A—11,826-11,826-100%$11.1M———
Algert Global LLC
N/A—11,823-11,823-100%$11.1M———
Falcon Wealth Planning
N/A—11,764-11,764-100%$11.0M———
Rice Partnership, LLC
N/A—11,738-11,738-100%$11.0M———
American Money Management, LLC
N/A—11,729-11,729-100%$11.0M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—11,628-11,628-100%$10.9M———
Canada Post Corp Registered Pension Plan
N/A—11,606-11,606-100%$10.9M———
Chokshi & Queen Wealth Advisors, Inc
N/A—11,485-11,485-100%$10.7M———
Broadleaf Partners, LLC
N/A—11,430-11,430-100%$10.7M———
1ST Source Bank
N/A—11,257-11,257-100%$10.5M———
IHT Wealth Management, LLC
N/A—11,067-11,067-100%$10.4M———
Oversea-Chinese Banking Corp Ltd
N/A—11,059-11,059-100%$10.3M———
Webster Bank, N. A.
N/A—10,975-10,975-100%$10.3M———
Insigneo Advisory Services, LLC
N/A—10,975-10,975-100%$10.3M———
Nikulski Financial, Inc.
N/A—10,912-10,912-100%$10.2M———
SlateStone Wealth, LLC
N/A—10,813-10,813-100%$10.1M———
MidFirst Bank
N/A—10,785-10,785-100%$10.1M———
Nicolet Bankshares Inc
N/A—10,783-10,783-100%$10.1M———
Meeder Advisory Services, Inc.
N/A—10,659-10,659-100%$10.0M———
Mirova
N/A—10,598-10,598-100%$9.9M———
Meridian Wealth Advisors, LLC
N/A—10,586-10,586-100%$9.9M———
Sumitomo Mitsui Financial Group, Inc.
N/A—10,478-10,478-100%$9.8M———
Knuff & Co LLC
N/A—10,439-10,439-100%$9.8M———
Osmosis Investment Management UK Ltd
N/A—10,287-10,287-100%$9.6M———
Focus Partners Advisor Solutions, LLC
N/A—10,259-10,259-100%$9.6M———
Kesler, Norman & Wride, LLC
N/A—10,218-10,218-100%$9.6M———
NFJ Investment Group, LLC
N/A—10,199-10,199-100%$9.5M———
Pallas Capital Advisors LLC
N/A—10,198-10,198-100%$9.5M———
Harbour Investment Management LLC
N/A—10,155-10,155-100%$9.5M———
Aviso Financial Inc.
N/A—10,132-10,132-100%$9.5M———
BLI - Banque de Luxembourg Investments
N/A—10,080-10,080-100%$9.6M———
Platform Wealth Management, LLC
N/A—10,041-10,041-100%$9.4M———
Smartleaf Asset Management LLC
N/A—10,031-10,031-100%$9.5M———
Fidelis Capital Partners, LLC
N/A—10,010-10,010-100%$9.4M———
Osprey Private Wealth LLC
N/A—10,009-10,009-100%$9.4M———
Bogart Wealth, LLC
N/A—10,007-10,007-100%$9.4M———
Pure Financial Advisors, LLC
N/A—10,000-10,000-100%$9.4M———
EFG International AG
N/A—9,915-9,915-100%$9.3M———
Ballentine Partners, LLC
N/A—9,889-9,889-100%$9.3M———
Havemeyer Place LP
N/A—9,846-9,846-100%$9.2M———
Beck Mack & Oliver LLC
N/A—9,844-9,844-100%$9.2M———
Barr E S & Co
N/A—9,799-9,799-100%$9.2M———
One Capital Management, LLC
N/A—9,759-9,759-100%$9.7M———
First Western Trust Bank
N/A—9,740-9,740-100%$9.1M———
Howe & Rusling Inc
N/A—9,728-9,728-100%$9.1M———
Tower Bridge Advisors
N/A—9,661-9,661-100%$9.0M———
Headland Capital, LLC
N/A—9,640-9,640-100%$9.0M———
Purpose Unlimited Inc.
N/A—9,556-9,556-100%$9.0M———
Baker Avenue Asset Management, LP
N/A—9,531-9,531-100%$8.9M———
Clear Street Group Inc.
N/A—9,471-9,471-100%$8.9M———
Nelson Capital Management, LLC
N/A—9,464-9,464-100%$8.9M———
Stony Point Capital LLC
N/A—9,281-9,281-100%$8.7M———
Choate Investment Advisors
N/A—9,207-9,207-100%$8.6M———
Spartan Wealth Advisory Services LLC
N/A—9,105-9,105-100%$8.5M———
Peak6 LLC
N/A—9,073-9,073-100%$8.5M———
Phoenix Financial Ltd.
N/A—9,050-9,050-100%$8.5M———
Checchi Capital Advisers, LLC
N/A—9,000-9,000-100%$8.4M———
Oddo BHF Asset Management SAS
N/A—8,972-8,972-100%$8.4M———
Syon Capital LLC
N/A—8,840-8,840-100%$8.3M———
GKV Capital Management Co., Inc.
N/A—8,800-8,800-100%$8.2M———
Thoroughbred Financial Services, LLC
N/A—8,755-8,755-100%$8.2M———
Moors & Cabot, Inc.
N/A—8,748-8,748-100%$8.2M———
Schnieders Capital Management, Llc.
N/A—8,737-8,737-100%$8.2M———
SVB Wealth LLC
N/A—8,736-8,736-100%$8.2M———
Legacy Trust
N/A—8,671-8,671-100%$8.1M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—8,670-8,670-100%$8.1M———
CreativeOne Wealth, LLC
N/A—8,659-8,659-100%$8.1M———
Institute for Wealth Management, Llc.
N/A—8,589-8,589-100%$8.0M———
Gladstone Institutional Advisory LLC
N/A—8,562-8,562-100%$8.0M———
NorthRock Partners, LLC
N/A—8,525-8,525-100%$8.0M———
Peterson Wealth Management
N/A—8,485-8,485-100%$7.9M———
Capital Group Investment Management Pte. Ltd.
N/A—8,402-8,402-100%$7.9M———
LOS Angeles Capital Management LLC
N/A—8,342-8,342-100%$7.8M———
Anchor Investment Management, LLC
N/A—8,329-8,329-100%$7.8M———
Colonial Trust Co / SC
N/A—8,229-8,229-100%$7.7M———
Engineers Gate Manager LP
N/A—8,172-8,172-100%$7.6M———
Ameritas Advisory Services, LLC
N/A—8,095-8,095-100%$7.6M———
Quotient Wealth Partners, LLC
N/A—8,083-8,083-100%$7.6M———
Meeder Asset Management Inc
N/A—8,052-8,052-100%$7.5M———
Denali Advisors LLC
N/A—8,050-8,050-100%$7.5M———
Tower Research Capital LLC (TRC)
N/A—8,020-8,020-100%$7.5M———
Mmbg Investment Advisors Co.
N/A—8,005-8,005-100%$7.5M———
Hudson Bay Capital Management LP
N/A—8,000-8,000-100%$7.5M———
Petix & Botte Co
N/A—7,984-7,984-100%$7.5M———
Entropy Technologies, LP
N/A—7,925-7,925-100%$7.4M———
Spirepoint Private Client, LLC
N/A—7,907-7,907-100%$7.4M———
Hills Bank & Trust Co
N/A—7,906-7,906-100%$7.4M———
Chelsea Counsel Co
N/A—7,890-7,890-100%$7.4M———
FAS Wealth Partners, Inc.
N/A—7,879-7,879-100%$7.4M———
Pine Valley Investments Ltd Liability Co
N/A—7,866-7,866-100%$7.4M———
Kovack Advisors, Inc.
N/A—7,813-7,813-100%$7.3M———
Rench Wealth Management, Inc.
N/A—7,792-7,792-100%$7.3M———
Spinnaker Trust
N/A—7,737-7,737-100%$7.2M———
Catalyst Funds Management Pty Ltd
N/A—7,720-7,720-100%$7.2M———
Carroll Investors, Inc
N/A—7,587-7,587-100%$7.1M———
WS Management Lllp
N/A—7,568-7,568-100%$7.1M———
Quantbot Technologies LP
N/A—7,554-7,554-100%$7.1M———
Banque Cantonale Vaudoise
N/A—7,533-7,533-100%$7.0M———
Miller Capital Partners, Inc.
N/A—7,496-7,496-100%$7.0M———
AlpenGlobal Capital LLC
N/A—7,467-7,467-100%$7.0M———
Hantz Financial Services, Inc.
N/A—7,458-7,458-100%$7.0M———
ST Germain D J Co Inc
N/A—7,454-7,454-100%$7.0M———
Concentric Capital Strategies, LP
N/A—7,445-7,445-100%$7.0M———
Mission Creek Capital Partners, Inc.
N/A—7,444-7,444-100%$7.0M———
Trinity Legacy Partners, LLC
N/A—7,407-7,407-100%$7.0M———
Marble Wealth, LLC
N/A—7,378-7,378-100%$6.9M———
McKinney Capital Management, LLC
N/A—7,361-7,361-100%$6.9M———
Icici Prudential Asset Management Co Ltd
N/A—7,336-7,336-100%$6.9M———
Cambient Family Office, LLC
N/A—7,335-7,335-100%$6.9M———
S-Bank Fund Management Ltd
N/A—7,296-7,296-100%$6.8M———
Rehmann Capital Advisory Group
N/A—7,276-7,276-100%$6.8M———
Fiduciary Group, LLC
N/A—7,203-7,203-100%$6.7M———
Jasper Ridge Partners, L.P.
N/A—7,003-7,003-100%$6.6M———
HighPoint Advisor Group LLC
N/A—6,971-6,971-100%$6.5M———
Holderness Investments Co
N/A—6,874-6,874-100%$6.4M———
Hudson Value Partners, LLC
N/A—6,866-6,866-100%$6.4M———
Dana Investment Advisors, Inc.
N/A—6,836-6,836-100%$6.4M———
Covington Investment Advisors Inc.
N/A—6,804-6,804-100%$6.4M———
Palumbo Wealth Management LLC
N/A—6,787-6,787-100%$6.3M———
Diamant Asset Management, Inc.
N/A—6,751-6,751-100%$6.3M———
Dorsey & Whitney Trust Co LLC
N/A—6,684-6,684-100%$6.3M———
Clearstead Trust, LLC
N/A—6,674-6,674-100%$6.2M———
Numerai GP LLC
N/A—6,664-6,664-100%$6.2M———
River Wealth Advisors LLC
N/A—6,656-6,656-100%$6.2M———
Hillsdale Investment Management Inc.
N/A—6,648-6,648-100%$6.2M———
SOA Wealth Advisors, Llc.
N/A—6,631-6,631-100%$447.1K———
HBK Sorce Advisory LLC
N/A—6,627-6,627-100%$6.2M———
Bellevue Asset Management, LLC
N/A—6,626-6,626-100%$6.2M———
Weik Capital Management
N/A—6,587-6,587-100%$6.2M———
Emerald Investment Advisers, LLC
N/A—6,539-6,539-100%$6.1M———
Twin Capital Management Inc
N/A—6,532-6,532-100%$6.1M———
Continuum Advisory, LLC
N/A—6,526-6,526-100%$6.1M———
Morse Asset Management, Inc
N/A—6,526-6,526-100%$6.1M———
Manhattan West Asset Management, LLC
N/A—6,516-6,516-100%$6.1M———
KP Management LLC
N/A—6,500-6,500-100%$6.1M———
BTC Capital Management, Inc.
N/A—6,469-6,469-100%$6.1M———
JPL Wealth Management, LLC
N/A—6,435-6,435-100%$6.0M———
Sargent Investment Group, LLC
N/A—6,427-6,427-100%$6.0M———
Knightsbridge Asset Management, LLC
N/A—6,425-6,425-100%$6.0M———
RiverFront Investment Group, LLC
N/A—6,356-6,356-100%$5.9M———
Transamerica Financial Advisors, LLC
N/A—6,339-6,339-100%$5.9M———
Cape COD Five Cents Savings Bank
N/A—6,322-6,322-100%$5.9M———
Hall Capital Management Co Inc
N/A—6,293-6,293-100%$5.9M———
Auxier Asset Management LLC
N/A—6,280-6,280-100%$5.9M———
Sagewood Asset Management LP
N/A—6,279-6,279-100%$5.9M———
First Washington Corp
N/A—6,273-6,273-100%$5.9M———
Alphadyne Asset Management LP
N/A—6,263-6,263-100%$5.9M———
First National Advisers, LLC
N/A—6,251-6,251-100%$5.8M———
Centaurus Financial, Inc.
N/A—6,241-6,241-100%$5.8M———
Wimmer Associates 1, LLC
N/A—6,236-6,236-100%$5.8M———
Gilder Gagnon Howe & Co LLC
N/A—6,200-6,200-100%$5.8M———
LGT Fund Management Co Ltd.
N/A—6,181-6,181-100%$5.8M———
Bay Rivers Group
N/A—6,173-6,173-100%$5.8M———
Buffalo Business & Estate Services LTD
N/A—6,154-6,154-100%$5.8M———
Vanguard National Trust Co
N/A—6,098-6,098-100%$5.7M———
TAGStone Capital, Inc.
N/A—6,056-6,056-100%$5.7M———
United Bank
N/A—6,050-6,050-100%$5.7M———
Accent Capital Management, LLC
N/A—6,020-6,020-100%$5.6M———
Liberty One Investment Management, LLC
N/A—5,962-5,962-100%$5.6M———
Connective Capital Management, LLC
N/A—5,935-5,935-100%$5.6M———
Sittner & Nelson, LLC
N/A—5,929-5,929-100%$5.5M———
Trivium Point Advisory, LLC
N/A—5,913-5,913-100%$5.5M———
Quest Investment Management LLC
N/A—5,906-5,906-100%$5.5M———
Westerkirk Capital Inc.
N/A—5,882-5,882-100%$5.5M———
PFC Capital Group, Inc.
N/A—5,878-5,878-100%$5.5M———
Navellier & Associates Inc
N/A—5,874-5,874-100%$5.5M———
Sound View Wealth Advisors Group, LLC
N/A—5,867-5,867-100%$5.5M———
Patron Partners, LLC
N/A—5,859-5,859-100%$5.5M———
Tyche Wealth Partners LLC
N/A—5,828-5,828-100%$5.5M———
Capital Analysts, LLC
N/A—5,733-5,733-100%$5.4M———
Strait & Sound Wealth Management LLC
N/A—5,732-5,732-100%$5.4M———
Stratos Investment Management, LLC
N/A—5,727-5,727-100%$5.4M———
DoubleLine ETF Adviser LP
N/A—5,714-5,714-100%$5.3M———
Claret Asset Management Corp
N/A—5,710-5,710-100%$5.3M———
Beacon Investment Advisors LLC
N/A—5,696-5,696-100%$5.3M———
Godshalk Welsh Capital Management, Inc.
N/A—5,674-5,674-100%$5.3M———
Regal Investment Advisors LLC
N/A—5,658-5,658-100%$5.3M———
Little House Capital LLC
N/A—5,658-5,658-100%$5.3M———
Bamco Inc
N/A—5,569-5,569-100%$5.2M———
Darwins River Capital, LP
N/A—5,519-5,519-100%$5.2M———
Trustmark Bank Trust Department
N/A—5,507-5,507-100%$5.2M———
Rheos Capital Works Inc.
N/A—5,500-5,500-100%$5.1M———
Xcelsior Advisor Partners LLC
N/A—5,491-5,491-100%$5.1M———
Investors Portfolio Services LLC
N/A—5,444-5,444-100%$5.1M———
McDonough Capital Management, Inc
N/A—5,399-5,399-100%$5.1M———
GHE, LLC
N/A—5,385-5,385-100%$5.0M———
Edgestream Partners, L.P.
N/A—5,357-5,357-100%$5.0M———
Ausdal Financial Partners, Inc.
N/A—5,285-5,285-100%$4.9M———
Intrust Bank NA
N/A—5,262-5,262-100%$4.9M———
LM Advisors LLC
N/A—5,258-5,258-100%$5.0M———
Rowlandmiller & Partners.adv
N/A—5,252-5,252-100%$4.9M———
Brentview Investment Management LLC
N/A—5,247-5,247-100%$4.9M———
Trivant Custom Portfolio Group, LLC
N/A—5,213-5,213-100%$4.8M———
Allium Financial Advisors, LLC
N/A—5,207-5,207-100%$4.9M———
Front Row Advisors LLC
N/A—5,207-5,207-100%$4.9M———
Arvest Bank Trust Division
N/A—5,191-5,191-100%$4.9M———
Zhang Financial LLC
N/A—5,175-5,175-100%$4.8M———
Gamco Investors, Inc. ET AL
N/A—5,155-5,155-100%$4.8M———
Triglav Investments, D.O.O.
N/A—5,150-5,150-100%$4.8M———
Jump Financial, LLC
N/A—5,036-5,036-100%$4.7M———
Pgim Custom Harvest LLC
N/A—4,987-4,987-100%$4.7M———
American Trust
N/A—4,968-4,968-100%$4.6M———
Winton Group Ltd
N/A—4,960-4,960-100%$4.6M———
Centric Wealth Management
N/A—4,935-4,935-100%$5.0M———
Financial Engines Advisors L.L.C.
N/A—4,907-4,907-100%$4.6M———
National Philanthropic Trust
N/A—4,897-4,897-100%$4.6M———
Banco de Sabadell, S.a
N/A—4,897-4,897-100%$4.6M———
Jaffetilchin Investment Partners, LLC
N/A—4,884-4,884-100%$4.6M———
Meiji Yasuda Asset Management Co Ltd.
N/A—4,867-4,867-100%$4.6M———
Mokan Wealth Management Inc.
N/A—4,859-4,859-100%$4.5M———
SageView Advisory Group, LLC
N/A—4,819-4,819-100%$4.5M———
Concord Investment Counsel Inc.
N/A—4,818-4,818-100%$4.5M———
Lafayette Investments, Inc.
N/A—4,792-4,792-100%$4.5M———
Laffer Tengler Investments, Inc.
N/A—4,783-4,783-100%$4.5M———
Capital Advisors Inc
N/A—4,772-4,772-100%$4.5M———
Harvest Investment Services, LLC
N/A—4,769-4,769-100%$4.5M———
Alerus Financial NA
N/A—4,749-4,749-100%$4.4M———
LaSalle St. Investment Advisors, LLC
N/A—4,745-4,745-100%$4.4M———
Naviter Wealth, LLC
N/A—4,723-4,723-100%$4.4M———
Modus Advisors, LLC
N/A—4,721-4,721-100%$4.4M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—4,719-4,719-100%$4.4M———
Keating Financial Advisory Services, Inc.
N/A—4,714-4,714-100%$4.4M———
Sfmg, LLC
N/A—4,690-4,690-100%$4.4M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—4,667-4,667-100%$4.4M———
Bank OZK
N/A—4,663-4,663-100%$4.4M———
Qtron Investments LLC
N/A—4,600-4,600-100%$4.3M———
Alan B Lancz & Associates, Inc.
N/A—4,596-4,596-100%$4.3M———
MWA Asset Management
N/A—4,575-4,575-100%$4.3M———
Wellspring Financial Advisors, LLC
N/A—4,556-4,556-100%$4.3M———
Essex Financial Services, Inc.
N/A—4,509-4,509-100%$4.2M———
Vickerman Investment Advisors, Inc.
N/A—4,506-4,506-100%$4.2M———
Field & Main Bank
N/A—4,456-4,456-100%$4.2M———
Skye Global Management LP
N/A—4,400-4,400-100%$4.1M———
Sivia Capital Partners, LLC
N/A—4,383-4,383-100%$4.1M———
Kintra Wealth, LLC
N/A—4,382-4,382-100%$4.2M———
OneAscent Financial Services LLC
N/A—4,344-4,344-100%$4.1M———
Sumitomo Life Insurance Co
N/A—4,334-4,334-100%$4.1M———
Rwwm, Inc.
N/A—4,319-4,319-100%$4.0M———
Cypress Capital Management LLC (WY)
N/A—4,309-4,309-100%$4.0M———
Hollencrest Capital Management
N/A—4,304-4,304-100%$4.0M———
Schonfeld Strategic Advisors LLC
N/A—4,302-4,302-100%$4.0M———
Citizens & Northern Corp
N/A—4,291-4,291-100%$4.0M———
Somerset Group LLC
N/A—4,287-4,287-100%$3.9M———
Sciencast Management LP
N/A—4,282-4,282-100%$4.0M———
Faithward Advisors, LLC
N/A—4,261-4,261-100%$4.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,227-4,227-100%$4.0M———
one8zero8, LLC
N/A—4,225-4,225-100%$4.0M———
Curi Capital, LLC
N/A—4,224-4,224-100%$4.0M———
Legato Capital Management LLC
N/A—4,224-4,224-100%$4.0M———
Highview Capital Management LLC
N/A—4,204-4,204-100%$3.9M———
AssuredPartners Investment Advisors, LLC
N/A—4,196-4,196-100%$3.9M———
Meiji Yasuda Life Insurance Co
N/A—4,181-4,181-100%$3.9M———
BOK Financial Private Wealth, Inc.
N/A—4,176-4,176-100%$3.9M———
Old North State Trust, LLC
N/A—4,176-4,176-100%$3.9M———
Arbor Trust Wealth Advisors, LLC
N/A—4,163-4,163-100%$3.9M———
Natural Investments, LLC
N/A—4,144-4,144-100%$3.9M———
TFR Capital, Llc.
N/A—4,135-4,135-100%$3.9M———
Triton Financial Group Inc
N/A—4,101-4,101-100%$3.8M———
Fortis Capital Advisors, LLC
N/A—4,067-4,067-100%$3.8M———
M3 Wealth Management, LLC
N/A—4,040-4,040-100%$3.8M———
Bollard Group LLC
N/A—4,036-4,036-100%$3.8M———
Capstone Financial Advisors, Inc.
N/A—4,029-4,029-100%$3.8M———
Connors Investor Services Inc
N/A—4,008-4,008-100%$3.7M———
Gateway Wealth Partners, LLC
N/A—4,008-4,008-100%$3.7M———
Peak Asset Management, LLC
N/A—4,007-4,007-100%$3.7M———
Saturna Capital Corp
N/A—3,996-3,996-100%$3.7M———
Perennial Investment Advisors, LLC
N/A—3,950-3,950-100%$3.7M———
Hilltop Holdings Inc.
N/A—3,945-3,945-100%$3.7M———
Evolve Private Wealth, LLC
N/A—3,937-3,937-100%$3.7M———
Ironwood Investment Counsel, LLC
N/A—3,901-3,901-100%$3.6M———
Hodges Capital Management Inc.
N/A—3,889-3,889-100%$3.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,888-3,888-100%$3.6M———
Monetary Management Group Inc
N/A—3,880-3,880-100%$3.6M———
Wisconsin Capital Management LLC
N/A—3,877-3,877-100%$3.6M———
Gould Capital, LLC
N/A—3,847-3,847-100%$3.6M———
Doheny Asset Management
N/A—3,828-3,828-100%$3.6M———
Aspire Capital Advisors LLC
N/A—3,827-3,827-100%$3.6M———
Pincus Capital Management, LP
N/A—3,825-3,825-100%$3.6M———
Nvest Financial, LLC
N/A—3,814-3,814-100%$3.6M———
Coastal Bridge Advisors, LLC
N/A—3,802-3,802-100%$3.6M———
Southeast Asset Advisors, LLC
N/A—3,790-3,790-100%$3.5M———
Venturi Wealth Management, LLC
N/A—3,786-3,786-100%$3.5M———
Marex Group Ltd
N/A—3,777-3,777-100%$3.5M———
Silver OAK Securities, Incorporated
N/A—3,734-3,734-100%$3.5M———
NorthCoast Asset Management LLC
N/A—3,723-3,723-100%$3.5M———
NorthStar Asset Management LLC
N/A—3,704-3,704-100%$3.5M———
Wayfinding Financial, LLC
N/A—3,679-3,679-100%$3.4M———
Westmount Partners, LLC
N/A—3,672-3,672-100%$3.4M———
Garrison Point Advisors, LLC
N/A—3,670-3,670-100%$3.4M———
Oxford Financial Group, Ltd. LLC
N/A—3,643-3,643-100%$3.4M———
Sand Hill Global Advisors, LLC
N/A—3,642-3,642-100%$3.4M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—3,637-3,637-100%$3.4M———
K.J. Harrison & Partners Inc
N/A—3,629-3,629-100%$3.4M———
Counterweight Ventures, LLC
N/A—3,625-3,625-100%$3.4M———
Game Plan Financial Advisors, LLC
N/A—3,622-3,622-100%$3.4M———
Beaton Management Co. Inc.
N/A—3,606-3,606-100%$3.4M———
Winch Advisory Services, LLC
N/A—3,582-3,582-100%$3.4M———
RD Lewis Holdings, Inc.
N/A—3,564-3,564-100%$3.4M———
Crawford Investment Counsel Inc
N/A—3,561-3,561-100%$3.3M———
T. Rowe Price Investment Management, Inc.
N/A—3,556-3,556-100%$3.3M———
Condor Capital Management
N/A—3,552-3,552-100%$3.3M———
Aster Capital Management (Difc) Ltd
N/A—3,542-3,542-100%$3.3M———
Glen Eagle Advisors, LLC
N/A—3,525-3,525-100%$3.3M———
Catalyst Financial Partners LLC
N/A—3,513-3,513-100%$3.3M———
Henson-Edgewater Management, LLC
N/A—3,510-3,510-100%$3.3M———
Parallax Volatility Advisers, L.P.
N/A—3,479-3,479-100%$3.3M———
Argo Wealth Advisory, LLC
N/A—3,477-3,477-100%$3.3M———
Waterloo Capital, L.P.
N/A—3,472-3,472-100%$3.2M———
IFC Advisors LLC
N/A—3,459-3,459-100%$3.2M———
Betterment LLC
N/A—3,451-3,451-100%$3.2M———
Burling Wealth Partners, LLC
N/A—3,451-3,451-100%$3.2M———
Corsicana & Co.
N/A—3,445-3,445-100%$3.2M———
Townsquare Capital LLC
N/A—3,441-3,441-100%$3.2M———
Keebeck Wealth Management
N/A—3,441-3,441-100%$3.2M———
Decatur Capital Management, Inc.
N/A—3,435-3,435-100%$3.2M———
44 Wealth Management LLC
N/A—3,429-3,429-100%$3.2M———
Connable Office Inc
N/A—3,422-3,422-100%$3.2M———
Anchor Bay Capital, Inc.
N/A—3,419-3,419-100%$3.3M———
Allred Capital Management, LLC
N/A—3,401-3,401-100%$3.2M———
Gardner Russo & Quinn LLC
N/A—3,399-3,399-100%$3.2M———
Legacy Capital Wealth Management, LLC
N/A—3,371-3,371-100%$3.2M———
Caisse DES Depots ET Consignations
N/A—3,365-3,365-100%$3.1M———
Semper Augustus Investments Group LLC
N/A—3,354-3,354-100%$3.1M———
HM Payson & Co
N/A—3,347-3,347-100%$3.1M———
Ameriflex Group, Inc.
N/A—3,345-3,345-100%$3.1M———
B & T Capital Management DBA Alpha Capital Management
N/A—3,343-3,343-100%$3.1M———
Altshuler Shaham Ltd
N/A—3,337-3,337-100%$3.1M———
Money Concepts Capital Corp
N/A—3,330-3,330-100%$3.1M———
Evergreen Wealth Partners LLC
N/A—3,327-3,327-100%$3.1M———
SCS Capital Management LLC
N/A—3,318-3,318-100%$3.1M———
Fairbanks Capital Management, Inc.
N/A—3,316-3,316-100%$3.1M———
Pointe Capital Management LLC
N/A—3,292-3,292-100%$3.1M———
AFT, Forsyth & Company, Inc.
N/A—3,288-3,288-100%$3.1M———
New Republic Capital, LLC
N/A—3,273-3,273-100%$3.1M———
Peloton Wealth Strategists
N/A—3,265-3,265-100%$3.1M———
Strategic Investment Solutions, Inc.
N/A—3,258-3,258-100%$3.0M———
Proficio Capital Partners LLC
N/A—3,239-3,239-100%$3.0M———
Carl P. Sherr & Co., LLC
N/A—3,230-3,230-100%$3.0M———
Tiaa Wealth Investment Management LLC
N/A—3,215-3,215-100%$3.0M———
Earned Wealth Advisors, LLC
N/A—3,207-3,207-100%$3.0M———
Channel Wealth LLC
N/A—3,205-3,205-100%$3.0M———
Boothbay Fund Management, LLC
N/A—3,200-3,200-100%$3.0M———
Cladis Investment Advisory, LLC
N/A—3,198-3,198-100%$3.0M———
Tocqueville Asset Management L.P.
N/A—3,185-3,185-100%$3.0M———
Sandro Wealth Management LLC
N/A—3,176-3,176-100%$3.0M———
Purkiss Capital Advisors LLC
N/A—3,161-3,161-100%$3.0M———
CNB Bank
N/A—3,160-3,160-100%$3.0M———
Hilltop Partners LLC
N/A—3,151-3,151-100%$2.9M———
New Age Alpha Advisors, LLC
N/A—3,134-3,134-100%$2.9M———
Alta Wealth Advisors LLC
N/A—3,123-3,123-100%$2.9M———
Tradewinds, Llc.
N/A—3,121-3,121-100%$1.4M———
Prestige Wealth Management Group LLC
N/A—3,104-3,104-100%$2.9M———
Johnson Financial Group, Inc.
N/A—3,095-3,095-100%$2.9M———
RNC Capital Management LLC
N/A—3,087-3,087-100%$2.9M———
Figure 8 Investment Strategies LLC
N/A—3,082-3,082-100%$2.9M———
Frec Markets, Inc.
N/A—3,082-3,082-100%$2.9M———
Edmond de Rothschild Holding S.A.
N/A—3,081-3,081-100%$2.9M———
Tradition Wealth Management, LLC
N/A—3,079-3,079-100%$2.9M———
Avalon Trust Co
N/A—3,077-3,077-100%$2.9M———
St. Nicholas Private Asset Management, Inc
N/A—3,075-3,075-100%$2.9M———
Cornerstone Advisory, LLC
N/A—3,069-3,069-100%$2.9M———
Westpac Banking Corp
N/A—3,047-3,047-100%$2.9M———
U S Wealth Group, Llc.
N/A—2,995-2,995-100%$2.8M———
Westbourne Investments, Inc.
N/A—2,992-2,992-100%$2.8M———
Olde Wealth Management, LLC
N/A—2,981-2,981-100%$2.8M———
Graybill Wealth Management, Ltd.
N/A—2,970-2,970-100%$2.8M———
Mairs & Power Inc
N/A—2,963-2,963-100%$2.8M———
Fortis Group Advisors, LLC
N/A—2,957-2,957-100%$2.8M———
Caldwell Sutter Capital, Inc.
N/A—2,948-2,948-100%$2.8M———
One Degree Advisors Inc
N/A—2,925-2,925-100%$2.7K———
XTX Topco Ltd
N/A—2,910-2,910-100%$2.7M———
Stokes Family Office, LLC
N/A—2,902-2,902-100%$2.7M———
BlackDiamond Wealth Management, LLC
N/A—2,895-2,895-100%$2.8M———
FWL Investment Management, LLC
N/A—2,893-2,893-100%$2.7M———
Seneschal Advisors, LLC
N/A—2,890-2,890-100%$2.7M———
Strategic Financial Services, Inc.
N/A—2,883-2,883-100%$2.7M———
BBR Partners, LLC
N/A—2,839-2,839-100%$2.7M———
PCM Encore, LLC
N/A—2,838-2,838-100%$2.7M———
Advisory Alpha, LLC
N/A—2,835-2,835-100%$2.7M———
Apriem Advisors
N/A—2,815-2,815-100%$2.6M———
Quent Capital, LLC
N/A—2,815-2,815-100%$2.6M———
Icon Wealth Advisors, LLC
N/A—2,814-2,814-100%$2.6M———
Optas, LLC
N/A—2,812-2,812-100%$2.6M———
Patrick Mauro Investment Advisor, Inc.
N/A—2,812-2,812-100%$2.6M———
CCG Wealth Management, LLC
N/A—2,809-2,809-100%$2.6M———
Castleark Management LLC
N/A—2,800-2,800-100%$2.6M———
Aft, Forsyth & Sober, LLC
N/A—2,800-2,800-100%$2.8M———
Strategies Wealth Advisors, LLC
N/A—2,798-2,798-100%$2.6M———
X-Square Capital, LLC
N/A—2,782-2,782-100%$2.6M———
Group One Trading LLC
N/A—2,782-2,782-100%$2.6M———
Vista Capital Partners, Inc.
N/A—2,769-2,769-100%$2.6M———
Greenline Partners, LLC
N/A—2,763-2,763-100%$2.6M———
Financial Life Planners
N/A—2,715-2,715-100%$2.5M———
360 Financial, Inc.
N/A—2,714-2,714-100%$2.5M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—2,714-2,714-100%$2.5M———
Paragon Financial Partners, Inc.
N/A—2,689-2,689-100%$2.6M———
Capital Group Private Client Services, Inc.
N/A—2,684-2,684-100%$2.5M———
Leavell Investment Management, Inc.
N/A—2,671-2,671-100%$2.5M———
Bank of Marin
N/A—2,670-2,670-100%$2.5M———
Peregrine Asset Advisers, Inc.
N/A—2,665-2,665-100%$2.3M———
Ethos Financial Group, LLC
N/A—2,662-2,662-100%$2.6M———
Westview Management dba Westview Investment Advisors
N/A—2,661-2,661-100%$2.5M———
Northwest Quadrant Wealth Management, LLC
N/A—2,659-2,659-100%$2.5M———
Valmark Advisers, Inc.
N/A—2,651-2,651-100%$2.5M———
Northwest & Ethical Investments L.P.
N/A—2,641-2,641-100%$2.5M———
Truvestments Capital LLC
N/A—2,641-2,641-100%$2.5M———
AlTi Global, Inc.
N/A—2,620-2,620-100%$2.5M———
Acorns Advisers, LLC
N/A—2,618-2,618-100%$2.4M———
Iron Gate Global Advisors LLC
N/A—2,618-2,618-100%$2.4M———
Samara Investment Management, LLC
N/A—2,617-2,617-100%$2.4M———
FLC Capital Advisors
N/A—2,617-2,617-100%$2.4M———
Longaeva Partners L.P.
N/A—2,612-2,612-100%$2.4M———
Hamrick Investment Counsel, llc
N/A—2,603-2,603-100%$2.4M———
Walter & Keenan Wealth Management LLC
N/A—2,598-2,598-100%$2.4M———
Fox Hill Wealth Management
N/A—2,585-2,585-100%$2.4M———
S&CO Inc
N/A—2,575-2,575-100%$2.4M———
Novare Capital Management LLC
N/A—2,571-2,571-100%$2.4M———
Fort Sheridan Advisors LLC
N/A—2,565-2,565-100%$2.4M———
Mars Jewett Financial Group, Inc.
N/A—2,565-2,565-100%$2.4M———
Transcend Capital Advisors, LLC
N/A—2,556-2,556-100%$2.4M———
Yukon Wealth Management, Inc.
N/A—2,545-2,545-100%$2.4M———
L2 Asset Management, LLC
N/A—2,538-2,538-100%$2.4M———
Bernicke Wealth Management, Ltd.
N/A—2,533-2,533-100%$2.4M———
WealthShield Partners, LLC
N/A—2,514-2,514-100%$2.4M———
Cambria Investment Management, L.P.
N/A—2,495-2,495-100%$2.3M———
Cercano Management LLC
N/A—2,490-2,490-100%$2.3M———
Littlejohn Financial Services, Inc.
N/A—2,461-2,461-100%$2.3M———
Harbour Wealth Management Group, Inc.
N/A—2,444-2,444-100%$2.3M———
First Dallas Securities Inc.
N/A—2,434-2,434-100%$2.3M———
Greykasell Wealth Strategies, Inc.
N/A—2,428-2,428-100%$2.3M———
Tiemann Investment Advisors, LLC
N/A—2,420-2,420-100%$2.3M———
Pacific Point Advisors, LLC
N/A—2,416-2,416-100%$2.3M———
Legacy Edge Advisors, LLC
N/A—2,414-2,414-100%$2.3M———
CIM Investment Management Inc
N/A—2,409-2,409-100%$2.3M———
WJ Financial Advisors LLC
N/A—2,397-2,397-100%$2.2M———
Madison Wealth Partners, Inc
N/A—2,374-2,374-100%$2.2M———
Ballast Advisors LLC
N/A—2,370-2,370-100%$2.2M———
Aventura Private Wealth, LLC
N/A—2,367-2,367-100%$2.2M———
Kirtland Hills Capital Management, LLC
N/A—2,356-2,356-100%$2.2M———
Orion Capital Management LLC
N/A—2,336-2,336-100%$2.2M———
Drive Wealth Management, LLC
N/A—2,334-2,334-100%$2.2M———
IFG Advisory, LLC
N/A—2,305-2,305-100%$2.2M———
IKE Capital, LLC
N/A—2,272-2,272-100%$2.1M———
Guardian Wealth Advisors, LLC / NC
N/A—2,247-2,247-100%$2.1M———
Ostrum Asset Management
N/A—2,246-2,246-100%$2.1M———
Heritage Wealth Advisors
N/A—2,244-2,244-100%$2.1M———
Kavar Capital Partners Group, LLC
N/A—2,237-2,237-100%$2.1M———
Mattson Financial Services, LLC
N/A—2,217-2,217-100%$2.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—2,208-2,208-100%$2.1M———
Financial Gravity Companies, Inc.
N/A—2,207-2,207-100%$2.1M———
Next Century Growth Investors LLC
N/A—2,203-2,203-100%$2.1M———
Ducere Wealth Management LLC
N/A—2,200-2,200-100%$2.1M———
First American Trust, FSB
N/A—2,200-2,200-100%$2.1M———
Rasp Wealth Solutions, LLC
N/A—2,192-2,192-100%$2.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,183-2,183-100%$2.0M———
Oxbow Advisors, LLC
N/A—2,164-2,164-100%$2.0M———
Wulff, Hansen & Co.
N/A—2,158-2,158-100%$2.0M———
Volterra Technologies LP
N/A—2,142-2,142-100%$2.0M———
VeraBank, N.A.
N/A—2,130-2,130-100%$2.0M———
Nicholson Wealth Management Group, LLC
N/A—2,127-2,127-100%$2.0M———
Compass Capital Corp
N/A—2,125-2,125-100%$2.0M———
BNP Paribas
N/A—2,107-2,107-100%$2.0M———
Bearing Point Capital, LLC
N/A—2,104-2,104-100%$2.0M———
Rothschild Wealth LLC
N/A—2,100-2,100-100%$2.0M———
Occudo Quantitative Strategies LP
N/A—2,099-2,099-100%$2.0M———
Delta Asset Management LLC
N/A—2,087-2,087-100%$2.0M———
Smithfield Trust Co
N/A—2,086-2,086-100%$2.0M———
Circle Wealth Management, LLC
N/A—2,084-2,084-100%$1.9M———
Fielder Capital Group LLC
N/A—2,079-2,079-100%$1.9M———
Ceeto Capital Group, LLC
N/A—2,077-2,077-100%$1.9M———
CVA Family Office, LLC
N/A—2,074-2,074-100%$1.9M———
Cedrus Wealth Group LLC
N/A—2,060-2,060-100%$1.9M———
MJP Associates Inc
N/A—2,056-2,056-100%$1.9M———
Keel Point, LLC
N/A—2,045-2,045-100%$1.9M———
Lester Murray Antman dba SimplyRich
N/A—2,042-2,042-100%$1.9M———
Cascade Financial Partners, LLC
N/A—2,038-2,038-100%$1.9M———
Fortis Capital Management LLC
N/A—2,033-2,033-100%$1.9M———
Navalign, LLC
N/A—2,020-2,020-100%$1.9M———
Sun Financial Inc
N/A—2,019-2,019-100%$1.9M———
Mayflower Financial Advisors, LLC
N/A—2,008-2,008-100%$1.9M———
Disciplined Investors, L.L.C.
N/A—2,002-2,002-100%$1.9M———
Greenwich Wealth Management LLC
N/A—2,000-2,000-100%$1.9M———
Kane Investment Management, Inc.
N/A—1,998-1,998-100%$1.9M———
Redwood Investment Management, LLC
N/A—1,998-1,998-100%$1.9M———
GSA Capital Partners LLP
N/A—1,997-1,997-100%$1.9M———
Invst, LLC
N/A—1,994-1,994-100%$1.9M———
Ruggiero Investments, Inc.
N/A—1,994-1,994-100%$1.9M———
Sustainable Insight Capital Management, LLC
N/A—1,994-1,994-100%$1.9M———
Fukoku Mutual Life Insurance Co
N/A—1,993-1,993-100%$1.9M———
Everest Financial Group LLC
N/A—1,989-1,989-100%$1.9M———
Baader Bank Aktiengesellschaft
N/A—1,970-1,970-100%$1.8M———
Marble Harbor Investment Counsel, LLC
N/A—1,967-1,967-100%$1.8M———
Gould Asset Management LLC
N/A—1,961-1,961-100%$1.8M———
RiverPark Advisors, LLC
N/A—1,953-1,953-100%$1.8M———
Navera Investment Management Ltd.
N/A—1,952-1,952-100%$1.8M———
Cary Street Partners Investment Advisory LLC
N/A—1,950-1,950-100%$1.8M———
Members Trust Co
N/A—1,941-1,941-100%$1.8M———
Zions Bancorporation, National Association
N/A—1,941-1,941-100%$1.8M———
Geneva Capital Management LLC
N/A—1,931-1,931-100%$1.8M———
NCP Inc.
N/A—1,923-1,923-100%$1.8M———
Legacy Financial Advisors, Inc.
N/A—1,921-1,921-100%$1.8M———
Main Street Financial Solutions, LLC
N/A—1,918-1,918-100%$1.8M———
Atlas Legacy Advisors, LLC
N/A—1,917-1,917-100%$1.8M———
Wealth Advisors of Iowa, LLC
N/A—1,915-1,915-100%$1.8M———
Birmingham Capital Management Co Inc
N/A—1,910-1,910-100%$1.8M———
Dark Forest Capital Management LP
N/A—1,896-1,896-100%$1.8M———
Landscape Capital Management, L.L.C.
N/A—1,892-1,892-100%$1.8M———
Crewe Advisors LLC
N/A—1,888-1,888-100%$1.8M———
Cvfg LLC
N/A—1,869-1,869-100%$1.7M———
Strategic Wealth Partners, Ltd.
N/A—1,864-1,864-100%$1.7M———
Defiance ETFs, LLC
N/A—1,848-1,848-100%$1.7M———
CTC Alternative Strategies, Ltd.
N/A—1,840-1,840-100%$1.7M———
EWA, LLC
N/A—1,836-1,836-100%$1.7M———
Ingalls & Snyder LLC
N/A—1,828-1,828-100%$1.7M———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,811-1,811-100%$1.7M———
Brookwood Investment Group LLC
N/A—1,808-1,808-100%$1.7M———
Union Heritage Capital, LLC
N/A—1,800-1,800-100%$1.7M———
Guardian Capital, LLC
N/A—1,799-1,799-100%$1.7M———
Alteri Wealth LLC
N/A—1,782-1,782-100%$1.7M———
Clare Market Investments LLC
N/A—1,772-1,772-100%$1.7M———
Capula Management Ltd
N/A—1,767-1,767-100%$1.7M———
Sovereign Financial Group, Inc.
N/A—1,765-1,765-100%$1.7M———
Centennial Bank
N/A—1,756-1,756-100%$1.6M———
Morningstar Investment Management LLC
N/A—1,754-1,754-100%$1.7M———
Founders Financial Alliance, LLC
N/A—1,747-1,747-100%$1.6M———
Crews Bank & Trust
N/A—1,740-1,740-100%$1.6M———
Logan Capital Management Inc
N/A—1,735-1,735-100%$1.6M———
Drake & Associates, LLC
N/A—1,735-1,735-100%$1.6M———
London Co of Virginia
N/A—1,730-1,730-100%$1.6M———
Cheviot Value Management, LLC
N/A—1,718-1,718-100%$1.6M———
Paul R. Ried Financial Group, LLC
N/A—1,717-1,717-100%$1.6M———
D L Carlson Investment Group Inc
N/A—1,710-1,710-100%$1.6M———
Mosaic Family Wealth Partners, LLC
N/A—1,705-1,705-100%$1.6M———
Klcm Advisors, Inc.
N/A—1,700-1,700-100%$1.6M———
Seeds Investor LLC
N/A—1,699-1,699-100%$1.6M———
Maridea Wealth Management LLC
N/A—1,695-1,695-100%$1.6M———
Bridgewater Advisors Inc.
N/A—1,695-1,695-100%$1.6M———
Pioneer Trust Bank N A
N/A—1,688-1,688-100%$1.6M———
Copos Capital B.V.
N/A—1,683-1,683-100%$1.6M———
Heartland Bank & Trust Co
N/A—1,681-1,681-100%$1.6M———
Coastwise Capital Group, LLC
N/A—1,674-1,674-100%$1.6M———
Maimon Wealth Management Ltd.
N/A—1,665-1,665-100%$1.6M———
Sanchez Levi Garrett
N/A—1,655-1,655-100%$1.5M———
Dover Advisors, LLC
N/A—1,650-1,650-100%$1.4M———
Astoria Portfolio Advisors Llc.
N/A—1,646-1,646-100%$1.5M———
Bellwether Advisors, LLC
N/A—1,642-1,642-100%$1.5M———
Continental Investors Services, Inc.
N/A—1,640-1,640-100%$1.5M———
Stonebrook Private Inc.
N/A—1,639-1,639-100%$1.5M———
Snowwater Investment Partners, LLC
N/A—1,638-1,638-100%$1.5M———
Bolthouse Investments, LLC
N/A—1,636-1,636-100%$1.5M———
Chaney Capital Management, Inc.
N/A—1,635-1,635-100%$1.5M———
Lbmc Investment Advisors, LLC
N/A—1,634-1,634-100%$1.5M———
Mark Sheptoff Financial Planning, LLC
N/A—1,624-1,624-100%$1.5M———
Rollins Financial Advisors, LLC
N/A—1,619-1,619-100%$1.5M———
Red Wave Investments LLC
N/A—1,613-1,613-100%$1.5M———
Goldstone Financial Group, LLC
N/A—1,610-1,610-100%$1.5M———
CM Wealth Advisors LLC
N/A—1,605-1,605-100%$1.5M———
SPX Gestao de Recursos Ltda
N/A—1,600-1,600-100%$1.5M———
SBI Okasan Asset Management Co.Ltd.
N/A—1,600-1,600-100%$1.5M———
Wealth Advisors of Tampa Bay, LLC
N/A—1,599-1,599-100%$1.5M———
Laraway Financial Advisors Inc
N/A—1,594-1,594-100%$1.5M———
AMJ Financial Wealth Management
N/A—1,594-1,594-100%$1.6M———
Ark Wealth Advisors LLC
N/A—1,592-1,592-100%$1.5M———
Keystone Financial Group
N/A—1,590-1,590-100%$1.5M———
IMA Advisory Services, Inc.
N/A—1,587-1,587-100%$1.5M———
Northstar Financial Companies, Inc.
N/A—1,582-1,582-100%$1.5M———
Strategic Global Advisors, LLC
N/A—1,577-1,577-100%$1.5M———
Personal CFO Solutions, LLC
N/A—1,574-1,574-100%$1.5M———
BankPlus Trust Department
N/A—1,571-1,571-100%$1.5M———
Argent Advisors, Inc.
N/A—1,568-1,568-100%$1.5M———
Advocacy Wealth Management, LLC
N/A—1,562-1,562-100%$1.5M———
Storgate, LLC
N/A—1,555-1,555-100%$1.5M———
Parkwoods Wealth Partners, LLC
N/A—1,534-1,534-100%$1.4M———
Bull Harbor Capital LLC
N/A—1,528-1,528-100%$1.4M———
Hemenway Trust Co LLC
N/A—1,526-1,526-100%$1.4M———
Cornerstone Capital, Inc.
N/A—1,525-1,525-100%$1.4M———
Orleans Capital Management Corp
N/A—1,524-1,524-100%$1.4M———
Aquatic Capital Management LLC
N/A—1,524-1,524-100%$1.4M———
Basecamp Wealth Advisors LLC
N/A—1,521-1,521-100%$1.4M———
Safeguard Investment Advisory Group, LLC
N/A—1,521-1,521-100%$1.4M———
R Squared Ltd
N/A—1,510-1,510-100%$1.4M———
Chancellor Financial Group WB LP
N/A—1,498-1,498-100%$1.4M———
Aureus Asset Management, LLC
N/A—1,496-1,496-100%$1.4M———
Quantum Portfolio Management LLC
N/A—1,493-1,493-100%$1.4M———
RFP Financial Group LLC
N/A—1,493-1,493-100%$1.4M———
Ponta Wealth Partners, LLC
N/A—1,487-1,487-100%$1.4M———
Summitry LLC
N/A—1,475-1,475-100%$1.4M———
Headlands Technologies LLC
N/A—1,473-1,473-100%$1.4M———
Pasadena Private Wealth, LLC
N/A—1,470-1,470-100%$1.4M———
Concentrum Wealth Management
N/A—1,465-1,465-100%$1.4M———
Werba Rubin Papier Wealth Management
N/A—1,463-1,463-100%$1.4M———
Abbot Financial Management, Inc.
N/A—1,461-1,461-100%$1.4M———
Resurgent Financial Advisors LLC
N/A—1,457-1,457-100%$1.4M———
Financial Plan, Inc.
N/A—1,457-1,457-100%$1.4M———
First National Bank & Trust Co of Newtown
N/A—1,456-1,456-100%$1.4M———
Tortoise Investment Management, LLC
N/A—1,444-1,444-100%$1.4M———
Richard W. Paul & Associates, LLC
N/A—1,440-1,440-100%$1.3M———
Wealth Alliance, LLC
N/A—1,434-1,434-100%$1.3M———
Fiduciary Financial Advisors
N/A—1,434-1,434-100%$1.3M———
Steigerwald, Gordon & Koch Inc.
N/A—1,417-1,417-100%$1.3M———
Tandem Wealth Advisors LLC
N/A—1,410-1,410-100%$1.3M———
Hikari Tsushin, Inc.
N/A—1,400-1,400-100%$1.3M———
Mathes Company, Inc.
N/A—1,399-1,399-100%$1.3M———
Blom & Howell Financial Planning, Inc.
N/A—1,389-1,389-100%$1.3M———
SHP Wealth Management
N/A—1,377-1,377-100%$1.3M———
Wescott Financial Advisory Group, LLC
N/A—1,375-1,375-100%$1.3M———
Strategic Investment Advisors / MI
N/A—1,372-1,372-100%$1.3M———
Elm Partners Management LLC
N/A—1,351-1,351-100%$1.3M———
Summit Wealth Partners, LLC
N/A—1,350-1,350-100%$1.3M———
Jackson Wealth Management, LLC
N/A—1,350-1,350-100%$1.3M———
Carr Financial Group Corp
N/A—1,343-1,343-100%$1.3M———
UP Strategic Wealth Investment Advisors LLC
N/A—1,340-1,340-100%$1.3M———
BSW Wealth Partners
N/A—1,340-1,340-100%$1.3M———
Bernard Wealth Management Corp.
N/A—1,335-1,335-100%$1.2M———
Lansing Street Advisors
N/A—1,333-1,333-100%$1.2M———
Maxele Advisors, LLC
N/A—1,328-1,328-100%$1.2M———
Saiph Capital, LLC
N/A—1,323-1,323-100%$1.2M———
GeoWealth Management, LLC
N/A—1,313-1,313-100%$1.2M———
Maripau Wealth Management LLC
N/A—1,308-1,308-100%$1.2M———
Clarion Wealth Managment Partners, LLC
N/A—1,302-1,302-100%$1.2M———
Bank of Hawaii
N/A—1,299-1,299-100%$1.2M———
Wilson & Boucher Capital Management, LLC
N/A—1,298-1,298-100%$1.2M———
Hutchinson Capital Management
N/A—1,297-1,297-100%$1.2M———
Westfuller Advisors, LLC
N/A—1,292-1,292-100%$1.2M———
TRB Wealth Management, LLC
N/A—1,291-1,291-100%$1.2M———
Octavia Wealth Advisors, LLC
N/A—1,290-1,290-100%$1.2M———
V2 Financial group LLC
N/A—1,284-1,284-100%$1.2M———
Two Sigma Securities, LLC
N/A—1,277-1,277-100%$1.2M———
Florida Financial Advisors, LLC
N/A—1,277-1,277-100%$1.2M———
Advyzon Investment Management, LLC
N/A—1,269-1,269-100%$1.2M———
Granite Bay Wealth Management, LLC
N/A—1,264-1,264-100%$1.2M———
Kensington Investment Counsel, LLC
N/A—1,259-1,259-100%$1.2M———
PeakShares LLC
N/A—1,252-1,252-100%$1.2M———
Aristotle Capital Management, LLC
N/A—1,245-1,245-100%$1.2M———
Pacific SUN Financial Corp
N/A—1,242-1,242-100%$1.2M———
Stevens Capital Management LP
N/A—1,236-1,236-100%$1.2M———
Stonebridge Financial Planning Group, LLC
N/A—1,232-1,232-100%$1.2M———
L & S Advisors Inc
N/A—1,226-1,226-100%$1.1M———
Waddell & Associates, LLC
N/A—1,222-1,222-100%$1.1M———
Vance Wealth, LLC
N/A—1,219-1,219-100%$1.1M———
Ritter Daniher Financial Advisory LLC / de
N/A—1,215-1,215-100%$1.1M———
Intrepid Financial Planning Group LLC
N/A—1,215-1,215-100%$1.1M———
Bedel Financial Consulting, Inc.
N/A—1,212-1,212-100%$1.1M———
JT Stratford LLC
N/A—1,211-1,211-100%$1.1M———
Cyber Hornet ETFs LLC
N/A—1,211-1,211-100%$1.1M———
Interval Partners, LP
N/A—1,206-1,206-100%$1.1M———
Family Manage LLC
N/A—1,204-1,204-100%$1.1M———
Cahill Financial Advisors Inc
N/A—1,203-1,203-100%$1.1M———
Palisades Hudson Asset Management, L.P.
N/A—1,201-1,201-100%$1.1M———
Sompo Asset Management Co., Ltd.
N/A—1,200-1,200-100%$1.1M———
Fi3 Financial Advisors, LLC
N/A—1,195-1,195-100%$305.2K———
Stamos Capital Partners, L.P.
N/A—1,189-1,189-100%$1.1M———
Evernest Financial Advisors, LLC
N/A—1,186-1,186-100%$1.1M———
Brown Financial Advisors
N/A—1,177-1,177-100%$1.1M———
Prasad Wealth Partners, LLC
N/A—1,177-1,177-100%$1.1M———
Darwin Wealth Management, LLC
N/A—1,175-1,175-100%$1.1M———
Wellington-Altus USA Inc.
N/A—1,166-1,166-100%$1.2M———
Wood Tarver Financial Group, LLC
N/A—1,159-1,159-100%$1.1M———
Heritage Trust Co
N/A—1,149-1,149-100%$1.1M———
Notis-McConarty Edward
N/A—1,143-1,143-100%$1.1M———
CFO4Life Group, LLC
N/A—1,138-1,138-100%$1.1M———
Pursue Wealth Partners LLC
N/A—1,137-1,137-100%$1.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,135-1,135-100%$1.1M———
Fort Point Capital Partners LLC
N/A—1,131-1,131-100%$1.1M———
Duncan Williams Asset Management, LLC
N/A—1,130-1,130-100%$1.1M———
Inspire Advisors, LLC
N/A—1,126-1,126-100%$1.1M———
Kapstone Financial Advisors LLC
N/A—1,122-1,122-100%$1.0M———
Addison Capital Co
N/A—1,121-1,121-100%$1.0M———
First National Bank of Hutchinson
N/A—1,114-1,114-100%$1.0M———
Cardiff Park Advisors, LLC
N/A—1,112-1,112-100%$1.0M———
Castle Wealth Management LLC
N/A—1,111-1,111-100%$1.0M———
Clearwater Capital Advisors, LLC
N/A—1,110-1,110-100%$1.0M———
Frisch Financial Group, Inc.
N/A—1,109-1,109-100%$1.0M———
Oxford Wealth Group, LLC
N/A—1,108-1,108-100%$1.0M———
Arkos Global Advisors
N/A—1,108-1,108-100%$1.0M———
Dynamic Technology Lab Private Ltd
N/A—1,104-1,104-100%$1.0M———
Cofg Advisors, LLC
N/A—1,104-1,104-100%$1.0M———
Boyd Watterson Asset Management LLC
N/A—1,100-1,100-100%$1.0M———
Lane Generational LLC
N/A—1,100-1,100-100%$1.0M———
Warner Group LLC
N/A—1,088-1,088-100%$1.0M———
PAX Financial Group, LLC
N/A—1,087-1,087-100%$1.0M———
Shared Vision Wealth Group LLC
N/A—1,079-1,079-100%$1.0M———
OneAscent Wealth Management LLC
N/A—1,071-1,071-100%$1.0M———
Khazanah Nasional Berhad
N/A—1,056-1,056-100%$987.9K———
Z3 Capital Partners, LLC
N/A—1,053-1,053-100%$985.3K———
Wrapmanager Inc
N/A—1,052-1,052-100%$985.0K———
Menard Financial Group LLC
N/A—1,048-1,048-100%$980.5K———
Houlihan Financial Resource Group, Ltd.
N/A—1,046-1,046-100%$978.5K———
Ibex Wealth Advisors
N/A—1,045-1,045-100%$977.1K———
iSAM Funds (UK) Ltd
N/A—1,040-1,040-100%$972.9K———
Fuller & Thaler Asset Management, Inc.
N/A—1,039-1,039-100%$972.0K———
Talon Private Wealth, LLC
N/A—1,033-1,033-100%$966.5K———
Castlekeep Investment Advisors LLC
N/A—1,033-1,033-100%$966.3K———
Integrated Investment Consultants, LLC
N/A—1,033-1,033-100%$966.3K———
Berkshire Asset Management LLC
N/A—1,025-1,025-100%$959.1K———
Delta Investment Management, LLC
N/A—1,020-1,020-100%$954.4K———
Accretive Wealth Partners, LLC
N/A—1,017-1,017-100%$951.5K———
Papamarkou Wellner Asset Management inc.
N/A—1,015-1,015-100%$1.0M———
Mason & Associates Inc
N/A—1,014-1,014-100%$948.6K———
Fred Alger Management, LLC
N/A—1,006-1,006-100%$941.1K———
Paces Ferry Wealth Advisors, LLC
N/A—1,004-1,004-100%$938.8K———
Pettyjohn, Wood & White, Inc
N/A—1,003-1,003-100%$938.0K———
Synergy Financial Group, LTD
N/A—1,000-1,000-100%$935.5K———
Parvin Asset Management, LLC
N/A—1,000-1,000-100%$935.5K———
Rice Hall James & Associates, LLC
N/A—1,000-1,000-100%$935.5K———
Ranch Capital Advisors Inc.
N/A—999-999-100%$934.9K———
Range Advisory, LLC
N/A—999-999-100%$934.6K———
Calydon Capital
N/A—996-996-100%$931.8K———
Permanent Capital Management, LP
N/A—990-990-100%$926.0K———
Twin Peaks Wealth Advisors, LLC
N/A—988-988-100%$924.4K———
1015 Capital Partners, LLC
N/A—985-985-100%$921.4K———
Wall Street Financial Group, Inc.
N/A—984-984-100%$920.5K———
West Family Investments, Inc.
N/A—984-984-100%$920.5K———
North Dallas Bank & Trust Co
N/A—984-984-100%$920.5K———
Headinvest, LLC
N/A—983-983-100%$919.7K———
Arrowroot Family Office, LLC
N/A—978-978-100%$915.3K———
Beto Financial Group, LLC
N/A—977-977-100%$914.3K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—977-977-100%$914.0K———
Pitcairn Wealth Advisors LLC
N/A—974-974-100%$911.2K———
Cetera Trust Company, N.a
N/A—974-974-100%$911.1K———
Mendel Capital Management LLC
N/A—971-971-100%$908.0K———
Silver Oak Advisory Group, Inc.
N/A—968-968-100%$905.0K———
Citizens Business Bank
N/A—957-957-100%$895.2K———
GTS Securities LLC
N/A—952-952-100%$890.6K———
Beta Wealth Group, Inc.
N/A—946-946-100%$884.5K———
Everpar Advisors LLC
N/A—944-944-100%$883.1K———
One Charles Private Wealth Services, LLC
N/A—944-944-100%$883.4K———
Quantessence Capital LLC
N/A—940-940-100%$879.3K———
Picton Mahoney Asset Management
N/A—940-940-100%$879.3K———
Blalock Williams, LLC
N/A—938-938-100%$877.5K———
Fairview Capital Investment Management, LLC
N/A—938-938-100%$877.7K———
Burnham & Co LLC
N/A—934-934-100%$873.7K———
MOR Wealth Management, LLC
N/A—934-934-100%$873.9K———
Calton & Associates, Inc.
N/A—928-928-100%$868.4K———
Liberty Wealth Management LLC
N/A—927-927-100%$924.1K———
Farmers National Bank
N/A—922-922-100%$862.5K———
McLean Asset Management Corp
N/A—916-916-100%$871.5K———
MorganRosel Wealth Management, LLC
N/A—914-914-100%$855.1K———
Lifeworks Advisors, LLC
N/A—913-913-100%$854.1K———
Anson Funds Management LPA
N/A—913-913-100%$854.1K———
Requisite Capital Management, LLC
N/A—910-910-100%$851.7K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—909-909-100%$850.5K———
Bridgewealth Advisory Group, LLC
N/A—906-906-100%$847.6K———
Canal Capital Management, LLC
N/A—899-899-100%$841.1K———
Sierra Legacy Group
N/A—885-885-100%$827.9K———
Clarendon Private LLC
N/A—885-885-100%$827.5K———
Plum Street Advisors, LLC
N/A—882-882-100%$825.1K———
Jupiter Wealth Management LLC
N/A—879-879-100%$822.3K———
Hansen & Associates Financial Group, Inc.
N/A—878-878-100%$834.0K———
GWN Securities Inc.
N/A—878-878-100%$821.3K———
Garden State Investment Advisory Services LLC
N/A—876-876-100%$820.2K———
Kera Capital Partners, Inc.
N/A—874-874-100%$817.7K———
Affinity Wealth Management LLC
N/A—872-872-100%$815.5K———
49 Wealth Management, LLC
N/A—869-869-100%$812.8K———
Alongside, LLC
N/A—869-869-100%$812.8K———
Dogwood Wealth Management LLC
N/A—865-865-100%$809.2K———
GenTrust, LLC
N/A—862-862-100%$806.4K———
Wealthspire Retirement, LLC
N/A—856-856-100%$800.4K———
Symphony Financial Services, Inc.
N/A—853-853-100%$798.4K———
Per Stirling Capital Management, Llc.
N/A—844-844-100%$789.7K———
Bannerstone Capital Management, LLC
N/A—843-843-100%$788.7K———
Integrity Financial Corp
N/A—837-837-100%$783.1K———
Riverstone Advisors, LLC
N/A—829-829-100%$775.0K———
Leigh Baldwin & Co., LLC
N/A—828-828-100%$774.5K———
Lighthouse Investment Partners, LLC
N/A—827-827-100%$773.6K———
McMillan Office, Inc.
N/A—824-824-100%$770.8K———
Inceptionr LLC
N/A—822-822-100%$769.0K———
Allied Private Wealth LLC
N/A—821-821-100%$783.3K———
FSB Premier Wealth Management, Inc.
N/A—818-818-100%$765.2K———
Capital Financial Group Inc\co\
N/A—811-811-100%$758.7K———
Empirical Asset Management, LLC
N/A—810-810-100%$758.1K———
WNY Asset Management, LLC
N/A—806-806-100%$753.9K———
Riverview Trust Co
N/A—803-803-100%$751.2K———
Drucker Wealth 3.0, LLC
N/A—802-802-100%$749.9K———
Marathon Trading Investment Management LLC
N/A—800-800-100%$748.4K———
Winthrop Partners - WNY, LLC
N/A—799-799-100%$747.4K———
Alaska Wealth Advisors, LLC
N/A—796-796-100%$744.7K———
M3 Advisory Group, LLC
N/A—795-795-100%$743.4K———
Panoramic Capital Partners, LLC
N/A—795-795-100%$743.7K———
Atlas Capital Advisors Inc.
N/A—795-795-100%$743.7K———
George Kaiser Family Foundation
N/A—791-791-100%$740.0K———
1248 Management, LLC
N/A—790-790-100%$739.0K———
Tidemark, LLC
N/A—785-785-100%$734.4K———
Berkeley Capital Partners, LLC
N/A—782-782-100%$731.4K———
Horizon Investment Services, LLC
N/A—781-781-100%$731.0K———
GW&K Investment Management, LLC
N/A—780-780-100%$730.0K———
Thompson David Blair
N/A—777-777-100%$726.9K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—777-777-100%$726.9K———
South Plains Financial, Inc.
N/A—777-777-100%$726.8K———
1776 Wealth LLC
N/A—772-772-100%$723.0K———
Fourth Dimension Wealth, LLC
N/A—772-772-100%$722.6K———
Templeton & Phillips Capital Management, LLC
N/A—771-771-100%$721.2K———
Empire Financial Management Company, LLC
N/A—770-770-100%$720.3K———
Quattro Advisors LLC
N/A—770-770-100%$720.1K———
Smith, Moore & Co.
N/A—770-770-100%$720.7K———
Wealth Management Associates, Inc.
N/A—768-768-100%$718.0K———
SGL Investment Advisors, Inc.
N/A—767-767-100%$731.1K———
Ironwood Investment Management LLC
N/A—766-766-100%$716.6K———
White Knight Strategic Wealth Advisors, LLC
N/A—764-764-100%$714.7K———
Sunflower Bank, N.A.
N/A—764-764-100%$714.7K———
Darden Wealth Group Inc
N/A—762-762-100%$713.2K———
Swiss RE LTD
N/A—759-759-100%$710.0K———
Ruggaard & Associates LLC
N/A—756-756-100%$707.2K———
Elite Life Management LLC
N/A—751-751-100%$707.4K———
Sandy Cove Advisors, LLC
N/A—750-750-100%$701.7K———
Corient IA LP
N/A—750-750-100%$701.6K———
Tiaa Trust, National Association
N/A—748-748-100%$699.7K———
Presidio Capital Management, LLC
N/A—747-747-100%$699.0K———
LeClair Wealth Partners LLC
N/A—747-747-100%$699.1K———
Aimz Investment Advisors, LLC
N/A—746-746-100%$697.9K———
Independent Family Office, LLC
N/A—742-742-100%$694.1K———
Millstone Evans Group, LLC
N/A—740-740-100%$692.2K———
Ninepoint Partners LP
N/A—740-740-100%$692.2K———
Spectrum Investment Advisors, Inc.
N/A—738-738-100%$690.2K———
Tevis Investment Management
N/A—736-736-100%$688.6K———
Aspen Grove Capital, LLC
N/A—734-734-100%$687.6K———
Flatrock Wealth Partners LLC
N/A—731-731-100%$683.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—730-730-100%$682.9K———
Pine Harbor Wealth Management, LLC
N/A—725-725-100%$677.8K———
Alpha Zero LLC
N/A—724-724-100%$684.6K———
Royal Capital Wealth Management, LLC
N/A—722-722-100%$675.8K———
Eaton Financial Holdings Company, LLC
N/A—721-721-100%$674.4K———
Emerald Advisers, LLC
N/A—721-721-100%$674.5K———
Callahan Advisors, LLC
N/A—720-720-100%$673.9K———
Dempze Nancy E
N/A—718-718-100%$671.7K———
Caitlin John, LLC
N/A—716-716-100%$670.1K———
Alpha Financial Partners LLC
N/A—716-716-100%$669.9K———
Capstone Investment Advisors, LLC
N/A—711-711-100%$665.1K———
DRW Securities, LLC
N/A—711-711-100%$665.1K———
Prelude Capital Management, LLC
N/A—707-707-100%$661.4K———
White Pine Capital LLC
N/A—704-704-100%$658.6K———
BIT Capital GmbH
N/A—698-698-100%$653.0K———
Oder Investment Management, LLC
N/A—692-692-100%$647.6K———
Gambit Capital Management, LLC
N/A—691-691-100%$646.4K———
Jackson Thornton Wealth Management, LLC
N/A—689-689-100%$644.5K———
Granite Harbor Advisors, Inc.
N/A—688-688-100%$643.6K———
OneAscent Family Office, LLC
N/A—684-684-100%$639.9K———
Planning Alternatives LTD
N/A—683-683-100%$638.9K———
VAN Strum & Towne Inc.
N/A—679-679-100%$635.1K———
Twin Tree Management, LP
N/A—679-679-100%$635.2K———
W1m Asset Management Ltd
N/A—673-673-100%$629.5K———
Lombard Odier Asset Management (Europe) Ltd
N/A—653-653-100%$610.9K———
Barnes Pettey Financial Advisors, LLC
N/A—652-652-100%$609.9K———
Marietta Investment Partners LLC
N/A—652-652-100%$610.1K———
Tulsa Wealth Advisors, Inc
N/A—651-651-100%$609.1K———
Charter Research & Investment Group, Inc.
N/A—647-647-100%$605.2K———
M1 Capital Management LLC
N/A—646-646-100%$604.4K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—644-644-100%$602.4K———
Proactive Wealth Strategies LLC
N/A—642-642-100%$602.0K———
Colter Lewis Investment Partners LLC
N/A—641-641-100%$599.6K———
Elefante Mark B
N/A—638-638-100%$596.8K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—637-637-100%$595.9K———
Optimize Financial Inc.
N/A—634-634-100%$593.1K———
Sound Capital Solutions LLC
N/A—634-634-100%$593.1K———
Harvey Capital Management Inc
N/A—631-631-100%$590.3K———
Ellenbecker Investment Group
N/A—630-630-100%$590.0K———
Legacy Wealth Managment, LLC
N/A—629-629-100%$588.5K———
Peninsula Asset Management Inc
N/A—625-625-100%$584.7K———
Cascade Wealth Advisors, Inc
N/A—624-624-100%$591.6K———
Wallace Hart LLC
N/A—621-621-100%$580.9K———
Truepoint, Inc.
N/A—619-619-100%$579.1K———
McLaughlin Asset Management, Inc.
N/A—613-613-100%$573.9K———
South Street Advisors LLC
N/A—611-611-100%$571.6K———
Core Alternative Capital
N/A—609-609-100%$569.7K———
LRI Investments, LLC
N/A—608-608-100%$568.8K———
Point Windward Advisors Inc.
N/A—606-606-100%$566.9K———
Phocas Financial Corp.
N/A—606-606-100%$566.9K———
Miramar Capital, LLC
N/A—605-605-100%$566.0K———
Blueshift Asset Management, LLC
N/A—604-604-100%$565.0K———
Osborne Partners Capital Management, LLC
N/A—601-601-100%$562.2K———
Hamilton Wealth, LLC
N/A—601-601-100%$562.5K———
AR Asset Management Inc
N/A—600-600-100%$561.0K———
Phillips Wealth Planners LLC
N/A—600-600-100%$568.5K———
BCV Asset Management Inc.
N/A—598-598-100%$567.3K———
Horizon Bancorp Inc
N/A—597-597-100%$558.0K———
BCS Private Wealth Management, Inc.
N/A—593-593-100%$554.7K———
Chesapeake Wealth Management
N/A—592-592-100%$553.8K———
Stonebridge Financial Group, LLC / MO
N/A—592-592-100%$554.2K———
Tobias Financial Advisors, Inc.
N/A—591-591-100%$553.3K———
Investment Advisory Group, LLC
N/A—590-590-100%$551.9K———
Lakeridge Wealth Management LLC
N/A—588-588-100%$549.8K———
First Commonwealth Financial Corp
N/A—587-587-100%$548.8K———
Vertex Planning Partners, LLC
N/A—585-585-100%$547.3K———
Francis Financial, Inc.
N/A—584-584-100%$546.3K———
Kerr Financial Planning Corp
N/A—579-579-100%$541.2K———
Runnymede Capital Advisors, Inc.
N/A—579-579-100%$541.6K———
Widmann Financial Services, Inc.
N/A—577-577-100%$539.7K———
Navis Wealth Advisors, LLC
N/A—577-577-100%$540.1K———
Innovative Asset Advisors Group, LLC
N/A—577-577-100%$539.9K———
Paradigm Capital Management, LLC
N/A—577-577-100%$540.0K———
First Financial Bankshares Inc
N/A—576-576-100%$538.8K———
Summit Wealth & Retirement Planning, Inc.
N/A—573-573-100%$536.0K———
Prudent Investors Network, Inc.
N/A—570-570-100%$533.2K———
Concorde Asset Management, LLC
N/A—565-565-100%$528.9K———
Core Wealth Advisors, Inc.
N/A—564-564-100%$528.1K———
Copia Wealth Management
N/A—563-563-100%$526.7K———
Austin Wealth Management, LLC
N/A—562-562-100%$528.7K———
Legend Capital Advisors LLC
N/A—561-561-100%$524.8K———
Consilio Wealth Advisors, LLC
N/A—561-561-100%$525.2K———
von Borstel & Associates, Inc.
N/A—560-560-100%$523.0K———
Palogic Value Management, L.P.
N/A—558-558-100%$522.0K———
Hanover Advisors Inc
N/A—558-558-100%$522.0K———
Torrey-Payne Wealth Management, LLC
N/A—557-557-100%$521.1K———
Thomasville National Bank
N/A—549-549-100%$513.6K———
Medallion Wealth Advisors, LLC
N/A—542-542-100%$507.0K———
Financial Alternatives, Inc
N/A—541-541-100%$506.1K———
Oakmont Advisory Group, LLC
N/A—540-540-100%$504.8K———
NewSquare Capital LLC
N/A—539-539-100%$504.2K———
Smart Money Group LLC
N/A—535-535-100%$500.5K———
Magnolia Capital Advisors LLC
N/A—535-535-100%$500.5K———
Mane Global Capital Management LP
N/A—534-534-100%$499.5K———
Unconventional Investor, LLC
N/A—532-532-100%$497.7K———
Omnia Family Wealth, LLC
N/A—531-531-100%$496.7K———
Strive Financial Group,LLC
N/A—530-530-100%$495.8K———
PCG Wealth Advisors, LLC
N/A—530-530-100%$495.9K———
Ankerstar Wealth, LLC
N/A—530-530-100%$495.9K———
SPG Advisors LLC
N/A—527-527-100%$493.1K———
LifePlan Investment Advisors, Inc.
N/A—527-527-100%$492.9K———
Winslow Asset Management Inc
N/A—521-521-100%$487.0K———
Legacy Wealth Advisors, LLC
N/A—521-521-100%$487.4K———
Park Place Capital Corp
N/A—520-520-100%$486.4K———
Fairfield, Bush & Co.
N/A—520-520-100%$486.6K———
SIT Investment Associates Inc
N/A—519-519-100%$486.0K———
SSI Investment Management LLC
N/A—517-517-100%$483.6K———
ATLas Financial Planning LLC
N/A—514-514-100%$480.9K———
Index Technologies Group LLC
N/A—512-512-100%$479.0K———
Yarger Wealth Strategies, LLC
N/A—511-511-100%$467.9K———
Alaethes Wealth, LLC
N/A—511-511-100%$478.0K———
Greenline Wealth Management LLC
N/A—507-507-100%$474.3K———
Financial Advisors Network, Inc.
N/A—505-505-100%$472.6K———
Tumwater Wealth Management, LLC
N/A—505-505-100%$472.4K———
FOX RUN Management, L.L.C.
N/A—503-503-100%$470.5K———
Westend Capital Management, LLC
N/A—503-503-100%$470.5K———
Elite Financial, Inc.
N/A—501-501-100%$468.0K———
Wick Capital Partners, LLC
N/A—500-500-100%$467.3K———
Prosperity Bancshares Inc
N/A—500-500-100%$467.7K———
JMG Financial Group, Ltd.
N/A—500-500-100%$467.7K———
Verity Wealth Advisors
N/A—500-500-100%$467.7K———
Eight 31 Financial, LLC
N/A—500-500-100%$467.7K———
Avenir Corp
N/A—500-500-100%$467.7K———
MRP Capital Investments, LLC
N/A—500-500-100%$467.7K———
Bouchey Financial Group, Ltd.
N/A—499-499-100%$467.0K———
WealthCollab, LLC
N/A—496-496-100%$464.0K———
ArrowMark Colorado Holdings LLC
N/A—493-493-100%$461.2K———
Okabena Investment Services Inc
N/A—493-493-100%$461.2K———
WFA of San Diego, LLC
N/A—491-491-100%$472.0K———
Rather & Kittrell, Inc.
N/A—484-484-100%$452.9K———
Morris Financial Concepts, Inc.
N/A—483-483-100%$451.6K———
Sachetta, LLC
N/A—483-483-100%$452.1K———
Stonebridge Capital Management Inc
N/A—483-483-100%$451.9K———
Signet Private Wealth LLC
N/A—478-478-100%$446.9K———
VestGen Investment Management
N/A—475-475-100%$444.4K———
New World Advisors LLC
N/A—474-474-100%$443.4K———
Cape ANN Savings Bank
N/A—474-474-100%$443.4K———
Sky-Mountain Capital Management, Inc.
N/A—473-473-100%$442.9K———
Osbon Capital Management LLC
N/A—472-472-100%$442.2K———
Hexagon Capital Partners LLC
N/A—472-472-100%$441.1K———
Severin Investments, LLC
N/A—470-470-100%$439.2K———
Clifford Group, LLC
N/A—470-470-100%$440.1K———
Spwm Advisors LLC
N/A—469-469-100%$441.2K———
Warther Private Wealth, LLC
N/A—468-468-100%$437.8K———
Seaside Wealth Management, Inc.
N/A—468-468-100%$437.9K———
Aberdeen Wealth Management LLC
N/A—466-466-100%$436.0K———
Kidder Stephen W
N/A—462-462-100%$432.2K———
Lowe Brockenbrough & Co Inc
N/A—462-462-100%$432.2K———
Wealthquest Corp
N/A—461-461-100%$431.4K———
Intellectus Partners, LLC
N/A—459-459-100%$429.1K———
Foster & Motley Inc
N/A—459-459-100%$429.0K———
Mountain Capital Investment Advisors Inc.
N/A—458-458-100%$428.8K———
Wellington Grp LLC
N/A—456-456-100%$426.6K———
Strategic Financial Concepts, LLC
N/A—454-454-100%$425.1K———
Everest Private Wealth
N/A—454-454-100%$424.7K———
Perissos Private Wealth Management, LLC
N/A—453-453-100%$423.5K———
Integrity Wealth Solutions LLC
N/A—452-452-100%$422.8K———
Itau Unibanco Holding S.A.
N/A—452-452-100%$422.8K———
Elgethun Capital Management
N/A—451-451-100%$421.5K———
Private Wealth Asset Management, LLC
N/A—451-451-100%$421.5K———
Panoramic Investment Advisors, LLC
N/A—449-449-100%$420.2K———
Vega Investment Solutions
N/A—448-448-100%$419.1K———
STG Securities, LLC
N/A—442-442-100%$413.5K———
Northwest Bancshares, Inc.
N/A—440-440-100%$411.6K———
Sonoma Allocations LLC
N/A—440-440-100%$409.7K———
Atlas Wealth LLC
N/A—438-438-100%$409.7K———
Fullerton Fund Management Co Ltd.
N/A—436-436-100%$407.9K———
Cloud Capital Management, LLC
N/A—435-435-100%$406.0K———
V. M. Manning & Co., Inc.
N/A—434-434-100%$406.4K———
Fortress Private Ledger, LLC
N/A—433-433-100%$405.3K———
Tripletail Wealth Management, LLC
N/A—432-432-100%$411.1K———
Osterweis Capital Management Inc
N/A—432-432-100%$404.1K———
Tacita Capital Inc
N/A—432-432-100%$404.1K———
Dynasty Wealth Management, LLC
N/A—430-430-100%$401.8K———
Novak & Powell Financial Services, Inc.
N/A—427-427-100%$399.8K———
Welch Financial Planning, LLC
N/A—425-425-100%$398.0K———
Topsail Wealth Management, LLC
N/A—425-425-100%$397.6K———
HHM Wealth Advisors, LLC
N/A—423-423-100%$396.1K———
Viawealth, LLC
N/A—420-420-100%$393.1K———
S&T Bank
N/A—419-419-100%$392.0K———
Aspiring Ventures, LLC
N/A—419-419-100%$391.7K———
Bravias Capital Group, LLC
N/A—419-419-100%$392.0K———
Mason Investment Advisory Services, Inc.
N/A—419-419-100%$391.9K———
Seascape Capital Management
N/A—418-418-100%$391.0K———
HighMark Wealth Management LLC
N/A—414-414-100%$387.2K———
McElhenny Sheffield Capital Management, LLC
N/A—413-413-100%$386.3K———
Tanglewood Legacy Advisors, LLC
N/A—413-413-100%$386.3K———
Staley Capital Advisers Inc
N/A—412-412-100%$385.4K———
Aspen Capital Management, LLC
N/A—411-411-100%$384.1K———
Stonebridge Capital Advisors LLC
N/A—410-410-100%$383.3K———
NCM Capital Management, LLC
N/A—410-410-100%$383.7K———
Westshore Wealth, LLC
N/A—409-409-100%$382.6K———
Wealth Watch Advisors, Inc
N/A—406-406-100%$379.8K———
N.E.W. Advisory Services LLC
N/A—403-403-100%$376.6K———
Lathrop Investment Management Co
N/A—402-402-100%$376.0K———
Eldridge Investment Advisors, Inc.
N/A—402-402-100%$376.3K———
Bcgm Wealth Management, LLC
N/A—402-402-100%$375.8K———
Elevation Advisory Partners LLC
N/A—401-401-100%$375.0K———
Armistice Capital, LLC
N/A—398-398-100%$372.3K———
Impact Partnership Wealth, LLC
N/A—398-398-100%$372.2K———
Merrithew & Thorsten Inc
N/A—397-397-100%$372.0K———
Pennington Partners & Co., LLC
N/A—396-396-100%$370.1K———
Trust Co of Kansas
N/A—396-396-100%$370.0K———
Portland Global Advisors LLC
N/A—394-394-100%$368.6K———
Ascent Advisors, LLC
N/A—394-394-100%$364.3K———
Owen LaRue, LLC
N/A—394-394-100%$368.3K———
Retirement Income Solutions, Inc
N/A—388-388-100%$386.6K———
Asahi Life Asset Management Co., Ltd.
N/A—387-387-100%$362.0K———
Sovereign Investment Advisors, LLC
N/A—383-383-100%$358.3K———
RED Reef Advisors LLC
N/A—381-381-100%$356.4K———
E-Wealth Partners, LLC
N/A—381-381-100%$356.4K———
Brogan Financial, Inc.
N/A—381-381-100%$356.1K———
Capco Asset Management, LLC
N/A—380-380-100%$355.5K———
Vawter Financial, Ltd.
N/A—378-378-100%$353.6K———
Gilbert & Cook, Inc.
N/A—378-378-100%$353.9K———
GatePass Capital, LLC
N/A—377-377-100%$352.9K———
Fiducient Advisors LLC
N/A—377-377-100%$352.7K———
Saranac Partners Ltd
N/A—377-377-100%$352.7K———
Entelevest, LLC
N/A—376-376-100%$351.8K———
Meridian Wealth Partners, LLC
N/A—376-376-100%$351.8K———
Fund Advisors of America Inc
N/A—376-376-100%$352.0K———
WMS Group LLC
N/A—375-375-100%$350.8K———
Rexford Capital Inc
N/A—372-372-100%$348.0K———
S Harris Financial Group, LLC
N/A—369-369-100%$345.1K———
FreeGulliver LLC
N/A—367-367-100%$343.3K———
Boston Partners
N/A—367-367-100%$343.3K———
Wealthedge Investment Advisors, LLC
N/A—364-364-100%$341.1K———
Pinney & Scofield, Inc.
N/A—364-364-100%$340.5K———
Leith Wheeler Investment Counsel Ltd.
N/A—363-363-100%$339.6K———
Eurizon SLJ Capital Ltd
N/A—361-361-100%$337.7K———
Aldebaran Financial Inc.
N/A—360-360-100%$336.8K———
Neo Ivy Capital Management
N/A—358-358-100%$334.9K———
Harris Associates L P
N/A—358-358-100%$334.9K———
Slagle Financial, LLC
N/A—357-357-100%$334.1K———
Talisman Wealth Advisors LLC
N/A—357-357-100%$333.6K———
Port Capital LLC
N/A—356-356-100%$333.0K———
Silver Coast Investments LLC
N/A—355-355-100%$332.1K———
Generations Wealth, LLC
N/A—352-352-100%$329.2K———
Collaborative Capital Advisors LLC
N/A—352-352-100%$329.7K———
Carson Advisory Inc.
N/A—350-350-100%$327.9K———
Expressive Wealth LLC
N/A—348-348-100%$325.6K———
Cogent Private Wealth, Inc.
N/A—348-348-100%$325.5K———
Aspire Growth Partners LLC
N/A—343-343-100%$321.2K———
Tower Wealth Partners, Inc.
N/A—342-342-100%$319.9K———
Providence Capital Advisors, LLC
N/A—341-341-100%$319.0K———
Wealthspan Partners, LLC
N/A—340-340-100%$318.3K———
1 North Wealth Services LLC
N/A—339-339-100%$317.1K———
Denver Wealth Management, Inc.
N/A—338-338-100%$316.6K———
CoreFirst Bank & Trust
N/A—336-336-100%$314.3K———
Ketron Financial
N/A—332-332-100%$310.2K———
Kelman-Lazarov, Inc.
N/A—332-332-100%$310.6K———
Veridan Wealth LLC
N/A—332-332-100%$310.5K———
Bantamac Capital, LLC
N/A—330-330-100%$308.7K———
Brand Asset Management Group, Inc.
N/A—330-330-100%$308.7K———
Mayport, LLC
N/A—329-329-100%$307.4K———
IAG Wealth Partners, LLC
N/A—328-328-100%$306.8K———
NWM Advisors, LLC
N/A—328-328-100%$306.8K———
TPG Financial Advisors, LLC
N/A—328-328-100%$307.0K———
Daniel Investment Group, Inc.
N/A—327-327-100%$305.9K———
Petra Financial Advisors Inc
N/A—327-327-100%$305.5K———
Swisher Financial Concepts, Inc.
N/A—326-326-100%$305.0K———
Cascades Capital Asset Management, LLC
N/A—326-326-100%$304.6K———
Conservest Capital Advisors, Inc.
N/A—324-324-100%$303.3K———
Presper Financial Architects, LLC
N/A—324-324-100%$303.1K———
GFI Investment Counsel Ltd.
N/A—324-324-100%$303.1K———
HughesLittle Investment Management Ltd.
N/A—315-315-100%$294.7K———
Great OAK Capital Partners, LLC
N/A—313-313-100%$289.8K———
Cedarwood Wealth LLC
N/A—312-312-100%$291.4K———
Conscious Wealth Investments, LLC
N/A—312-312-100%$289.9K———
Star Financial Bank
N/A—312-312-100%$291.9K———
Sharp Wealth Advisory, LLC
N/A—311-311-100%$291.3K———
Dunhill Financial, LLC
N/A—310-310-100%$290.0K———
Terril Brothers, Inc.
N/A—307-307-100%$287.2K———
Indie Asset Partners, LLC
N/A—307-307-100%$287.2K———
Peak Planning Group, LLC
N/A—307-307-100%$286.9K———
Coston, McIsaac & Partners
N/A—305-305-100%$285.0K———
Financial Avengers, Inc.
N/A—304-304-100%$284.6K———
Advance Capital Management, Inc.
N/A—302-302-100%$282.6K———
Paladin Advisory Group, LLC
N/A—302-302-100%$282.5K———
Black Swift Group, LLC
N/A—300-300-100%$280.6K———
O'rourke & Company, Inc
N/A—300-300-100%$280.8K———
Polymer Capital Management (US) LLC
N/A—299-299-100%$279.7K———
Rodgers Brothers Inc.
N/A—297-297-100%$277.8K———
Round Rock Advisors LLC
N/A—297-297-100%$278.1K———
Parsonex Advisory Services, Inc.
N/A—296-296-100%$277.4K———
Regimen Wealth, LLC
N/A—296-296-100%$276.9K———
Uniting Wealth Partners, LLC
N/A—294-294-100%$275.2K———
United Bank
N/A—292-292-100%$273.2K———
Golden Road Advisors LLC
N/A—291-291-100%$272.2K———
Lcnb Corp
N/A—291-291-100%$272.2K———
Boston Research & Management Inc
N/A—290-290-100%$271.3K———
Ogorek Anthony Joseph
N/A—288-288-100%$269.0K———
Winning Points Advisors, LLC
N/A—288-288-100%$269.7K———
Hill Investment Group Partners, LLC
N/A—287-287-100%$268.5K———
Wills Financial Group LLC
N/A—287-287-100%$268.4K———
Intrepid Capital Management Inc
N/A—286-286-100%$267.5K———
Flow Traders U.S. LLC
N/A—284-284-100%$266.0K———
Prospect Financial Services LLC
N/A—283-283-100%$264.7K———
Marshall Financial Group, LLC
N/A—283-283-100%$264.6K———
Shufro Rose & Co LLC
N/A—282-282-100%$263.8K———
West Michigan Advisors, LLC
N/A—282-282-100%$263.8K———
Rockbridge Investment Management, LCC
N/A—281-281-100%$263.3K———
Steffes Financial, Ltd.
N/A—279-279-100%$261.0K———
Barnes Wealth Management Group, Inc
N/A—279-279-100%$261.0K———
Integrated Quantitative Investments LLC
N/A—279-279-100%$261.0K———
Millington Financial Advisors, LLC
N/A—277-277-100%$260.4K———
Voya Financial Advisors, Inc.
N/A—275-275-100%$260.3K———
Compton Financial Group, LLC
N/A—273-273-100%$255.4K———
Caden Capital Partners, LP
N/A—273-273-100%$255.4K———
Roberts Glore & Co Inc
N/A—272-272-100%$254.9K———
Alexander Labrunerie & Co., Inc.
N/A—269-269-100%$251.6K———
Monograph Wealth Advisors, LLC
N/A—267-267-100%$249.8K———
Wharton Business Group, LLC
N/A—266-266-100%$249.2K———
Payne Capital Management, LLC
N/A—266-266-100%$248.9K———
J Hagan Capital, Inc.
N/A—266-266-100%$249.2K———
JMN Financial LLC
N/A—265-265-100%$248.3K———
Vectors Research Management, LLC
N/A—263-263-100%$246.0K———
MQS Management LLC
N/A—262-262-100%$245.1K———
Tandem Financial, LLC
N/A—260-260-100%$243.4K———
Sollinda Capital Management LLC
N/A—258-258-100%$241.4K———
Peak Retirement Planning, Inc.
N/A—257-257-100%$240.1K———
Wallace Advisory Group, LLC
N/A—256-256-100%$239.5K———
Winslow Capital Management, LLC
N/A—256-256-100%$239.5K———
Valued Retirements, Inc.
N/A—256-256-100%$239.6K———
Steelhead Wealth Management LLC
N/A—256-256-100%$239.0K———
One Wealth Map LLC
N/A—254-254-100%$247.3K———
Disciplined Investments, LLC
N/A—253-253-100%$236.7K———
One Wealth Advisors, LLC
N/A—252-252-100%$235.7K———
Schiavi & Co LLC
N/A—250-250-100%$233.9K———
Orcam Financial Group
N/A—249-249-100%$232.9K———
New Insight Wealth Advisors
N/A—247-247-100%$230.8K———
Martin Investment Management, LLC
N/A—246-246-100%$230.1K———
Cadia Private Client LLC
N/A—245-245-100%$228.8K———
FWG Holdings, LLC
N/A—244-244-100%$228.1K———
East Coast Asset Management, Llc.
N/A—242-242-100%$226.4K———
Genesis Wealth Advisors, LLC
N/A—240-240-100%$224.5K———
Wittenberg Investment Management, Inc.
N/A—240-240-100%$224.5K———
Arcadia Wealth Management, Inc.
N/A—238-238-100%$222.7K———
Seldon Capital LP
N/A—238-238-100%$222.6K———
Stillwater Private Wealth, LLC
N/A—238-238-100%$225———
McGowan Group Asset Management, Inc.
N/A—238-238-100%$222.7K———
Beaird Harris Wealth Management, LLC
N/A—236-236-100%$220.8K———
Camarda Financial Advisors, LLC
N/A—236-236-100%$220.6K———
Crux Wealth Advisors
N/A—235-235-100%$219.6K———
OneAscent Investment Solutions LLC
N/A—233-233-100%$218.0K———
Astra Wealth Partners LLC
N/A—233-233-100%$218.0K———
ProVise Management Group, LLC
N/A—233-233-100%$218.0K———
Vantus Wealth LLC
N/A—232-232-100%$217.2K———
Oxinas Partners, LLC
N/A—232-232-100%$216.8K———
Landing Point Financial Group, LLC
N/A—232-232-100%$217.1K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—232-232-100%$217.0K———
OAK Associates LTD
N/A—230-230-100%$215.2K———
Earnest Partners LLC
N/A—230-230-100%$215.2K———
City National Bank of Florida
N/A—228-228-100%$213.3K———
Ariadne Wealth Management, LP
N/A—228-228-100%$213.3K———
Premier Financial Group
N/A—228-228-100%$213.3K———
LWM Advisory Services, LLC
N/A—227-227-100%$212.3K———
Caxton Associates LLP
N/A—226-226-100%$211.4K———
Libra Wealth LLC
N/A—226-226-100%$211.4K———
Strategic Wealth Advisors LLC
N/A—226-226-100%$194———
Security National Bank of Sioux City Iowa
N/A—225-225-100%$210.5K———
Three Cord True Wealth Management, LLC
N/A—224-224-100%$209.6K———
Midwestern Financial, LLC
N/A—224-224-100%$210.0K———
Exit Wealth Advisors, Llc.
N/A—223-223-100%$208.8K———
Planning Directions Inc
N/A—222-222-100%$208.1K———
American Asset Management Inc.
N/A—222-222-100%$207.7K———
Zuckerman Investment Group, LLC
N/A—222-222-100%$207.7K———
Camelot Portfolios, LLC
N/A—221-221-100%$207.0K———
Synergy Investment Management, LLC
N/A—221-221-100%$213.4K———
JDM Financial Group LLC
N/A—220-220-100%$205.8K———
Vantage Point Financial LLC
N/A—218-218-100%$204.1K———
Precision Wealth Strategies, LLC
N/A—217-217-100%$203.0K———
FSA Advisors, Inc.
N/A—215-215-100%$201.0K———
Van Diest Capital, LLC
N/A—215-215-100%$201.5K———
Causey Wealth LLC
N/A—215-215-100%$201.5K———
17 Capital Partners, LLC
N/A—215-215-100%$201.1K———
AlphaGrep UK Ltd
N/A—214-214-100%$200.2K———
South Dakota Investment Council
N/A—210-210-100%$196.0K———
Rialto Wealth Management, LLC
N/A—209-209-100%$195.5K———
Operose Advisors LLC
N/A—206-206-100%$192.7K———
Ravenstone Capital Management Inc.
N/A—200-200-100%$187.1K———
Wiser Advisor Group LLC
N/A—199-199-100%$186.1K———
10Elms LLP
N/A—194-194-100%$181.5K———
Addison Advisors LLC
N/A—187-187-100%$175.4K———
Graney & King, LLC
N/A—180-180-100%$168.5K———
Palladiem, LLC
N/A—177-177-100%$166.0K———
Consultiva Wealth Management, Corp.
N/A—173-173-100%$161.8K———
Hurricane Capital Advisors LLC
N/A—170-170-100%$159.0K———
Timbuktu Capital Management, LLC
N/A—160-160-100%$149.7K———
Kemnay Advisory Services Inc.
N/A—160-160-100%$149.7K———
Security National Bank of SO DAK
N/A—158-158-100%$147.8K———
Bravera Wealth
N/A—158-158-100%$147.8K———
Measured Wealth Private Client Group, LLC
N/A—158-158-100%$147.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—157-157-100%$146.9K———
Migdal Insurance & Financial Holdings Ltd.
N/A—153-153-100%$143.1K———
Cornerstone Financial Management LLC
N/A—152-152-100%$142.2K———
Cohen & Steers, Inc.
N/A—150-150-100%$140.0K———
Longview Financial Advisors LLC
N/A—137-137-100%$128.2K———
Boreal Capital Management LLC
N/A—134-134-100%$125.4K———
Graticule Asia Macro Advisors LLC
N/A—131-131-100%$122.5K———
Adalta Capital Management LLC
N/A—130-130-100%$121.6K———
Quarry LP
N/A—130-130-100%$121.6K———
Bruce G. Allen Investments, LLC
N/A—128-128-100%$119.7K———
Marshall Investment Management, LLC
N/A—126-126-100%$117.9K———
Godfrey Financial Associates, Inc.
N/A—125-125-100%$117.0K———
Roble, Belko & Company, Inc
N/A—123-123-100%$115.0K———
Luminist Capital LLC
N/A—122-122-100%$114.1K———
Community Bank, N.A.
N/A—115-115-100%$107.6K———
Nova Wealth Management, Inc.
N/A—114-114-100%$107.0K———
Meramec Financial Planners, LLC
N/A—110-110-100%$104.7K———
Walsh & Associates, LLC
N/A—107-107-100%$100.1K———
Forum Finance Group S.A.
N/A—107-107-100%$81———
PIN OAK Investment Advisors Inc
N/A—103-103-100%$96.0K———
Nalls Sherbakoff Group, LLC
N/A—100-100-100%$93.7K———
Timmons Wealth Management, LLC
N/A—99-99-100%$92.4K———
Proffitt & Goodson Inc
N/A—98-98-100%$91.7K———
Highland Investment Advisors LLC
N/A—90-90-100%$84.1K———
VSM Wealth Advisory, LLC
N/A—90-90-100%$84.1K———
Kilter Group LLC
N/A—87-87-100%$81.4K———
USA Financial Formulas
N/A—85-85-100%$79.5K———
Lavaca Capital LLC
N/A—85-85-100%$79.5K———
Sankala Group LLC
N/A—84-84-100%$81.1K———
Frazier Financial Advisors, LLC
N/A—77-77-100%$72.2K———
Benson Wealth Management Inc
N/A—77-77-100%$72.0K———
Cbiz Investment Advisory Services, LLC
N/A—76-76-100%$75.7K———
Raffa Wealth Management, LLC
N/A—76-76-100%$71.1K———
Atlantic Private Wealth, LLC
N/A—75-75-100%$70.2K———
Ramirez Asset Management, Inc.
N/A—75-75-100%$70.2K———
Napier Financial, LLC
N/A—68-68-100%$63.6K———
Leo H. Evart, Inc.
N/A—67-67-100%$62.8K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—63-63-100%$58.9K———
Pingora Partners LLC
N/A—62-62-100%$58.0K———
Mpwm Advisory Solutions, LLC
N/A—58-58-100%$54.2K———
Mcguire Capital Advisors Inc
N/A—50-50-100%$46.8K———
Swan Capital LLC
N/A—50-50-100%$46.8K———
PMV Capital Advisers, LLC
N/A—50-50-100%$46.8K———
Titan Wealth (CI) Ltd
N/A—50-50-100%$46.8K———
PlanVest Financial, Inc
N/A—46-46-100%$43.3K———
Chesapeake Asset Management LLC
N/A—44-44-100%$41.2K———
Delos Wealth Advisors, LLC
N/A—42-42-100%$39.3K———
Core Capital Management & Research, inc.
N/A—40-40-100%$38.9K———
Penserra Capital Management LLC
N/A—39-39-100%$36———
Collier Financial
N/A—38-38-100%$35.5K———
Reyl & Cie S.A.
N/A—35-35-100%$35.0K———
Manning & Napier Advisors LLC
N/A—32-32-100%$30.3K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—31-31-100%$29.0K———
C M Bidwell & Associates LTD
N/A—30-30-100%$28.1K———
HFM Investment Advisors, LLC
N/A—30-30-100%$28.1K———
Rogco, LP
N/A—29-29-100%$27.1K———
Minot DeBlois Advisors LLC
N/A—28-28-100%$25.9K———
Luken Investment Analytics, LLC
N/A—27-27-100%$25.3K———
Basepoint Wealth LLC
N/A—25-25-100%$23.5K———
Turim 21 Investimentos Ltda.
N/A—24-24-100%$22.5K———
TD Capital Management LLC
N/A—23-23-100%$21.5K———
Atomic Invest LLC
N/A—23-23-100%$21.3K———
Harborfront Financial Group LLC
N/A—19-19-100%$18.2K———
Twin Lakes Capital Management, LLC
N/A—18-18-100%$16.8K———
Imprint Wealth LLC
N/A—17-17-100%$15.9K———
Centiva Capital, LP
N/A—15-15-100%$14.0K———
Morgan Dempsey Capital Management LLC
N/A—11-11-100%$10.3K———
Lummis Asset Management, LP
N/A—11-11-100%$10.3K———
Clal Insurance Enterprises Holdings Ltd
N/A—9-9-100%$8———
Three Bearings Fiduciary Advisors, Inc.
N/A—9-9-100%$8.4K———
Longfellow Investment Management Co LLC
N/A—8-8-100%$7.5K———
Broadwater Capital Management LLC
N/A—3-3-100%$2.8K———
Stance Capital LLC
N/A—2-2-100%$1.9K———
Investment Counsel Co of Nevada
N/A—2-2-100%$1.9K———
Vanguard Advisers Inc
N/A—2-2-100%$1.9K———
Top Private Wealth Llc.
N/A—1-1-100%$935———
Intesa Sanpaolo S.p.A.
N/A—1-1-100%$951———
Cordant, Inc.
N/A—1-1-100%$646———
Evolution Advisers, Inc.
N/A—1-1-100%$0———
Ross\johnson & Associates LLC
N/A—1-1-100%$935———
Showing 4346 of 4346 institutions