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Crowdstrike Holdings Inc (CRWD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares24,658,481 from 6,083,339
Change+18,575,142 (+305%)
Value$6.5B (+$1.9B)
Filed 2026-11-06
Amundi
INCREASED
Shares6,281,887 from 1,280,592
Change+5,001,295 (+391%)
Value$1.7B (+$1.4B)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares5,840,524 from 1,512,117
Change+4,328,407 (+286%)
Value$1.5B (+$392.3M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares5,046,291 from 823,183
Change+4,223,108 (+513%)
Value$1.3B (+$707.8M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares3,092,793 from 739,882
Change+2,352,911 (+318%)
Value$818.8M (+$254.2M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares3,067,939 from 738,037
Change+2,329,902 (+316%)
Value$812.2M (+$249.0M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,710,768 from 640,239
Change+2,070,529 (+323%)
Value$717.7M (+$229.1M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares2,668,876 from 713,573
Change+1,955,303 (+274%)
Value$706.6M (+$162.0M)
Filed 2026-10-29
Pictet Asset Management Holding SA
INCREASED
Shares2,607,977 from 862,074
Change+1,745,903 (+203%)
Value$690.4M (+$32.9M)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares1,892,496 from 787,541
Change+1,104,955 (+140%)
Value$501.0M (-$100.0M)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares1,700,906 from 400,792
Change+1,300,114 (+324%)
Value$450.1M (+$144.8M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares1,553,169 from 439,865
Change+1,113,304 (+253%)
Value$409.7M (+$409.5M)
Filed 2026-10-27
Dimensional Fund Advisors LP
INCREASED
Shares1,368,911 from 334,860
Change+1,034,051 (+309%)
Value$362.4M (+$106.9M)
Filed 2026-11-04
ProShare Advisors LLC
INCREASED
Shares1,200,685 from 285,656
Change+915,029 (+320%)
Value$317.9M (+$99.9M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares1,110,125 from 274,178
Change+835,947 (+305%)
Value$293.9M (+$84.7M)
Filed 2026-10-30
Principal Financial Group Inc
INCREASED
Shares1,061,316 from 291,853
Change+769,463 (+264%)
Value$281.0M (+$58.3M)
Filed 2026-11-02
KBC Group NV
INCREASED
Shares991,169 from 130,453
Change+860,716 (+660%)
Value$262.4M (+$262.3M)
Filed 2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED
Shares912,613 from 232,379
Change+680,234 (+293%)
Value$241.6M (+$64.3M)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares895,710 from 198,907
Change+696,803 (+350%)
Value$237.1M (+$199.2M)
Filed 2026-11-03
William Blair Investment Management, LLC
INCREASED
Shares890,794 from 281,409
Change+609,385 (+217%)
Value$235.8M (+$21.1M)
Filed 2026-11-06
Neos Investment Management LLC
INCREASED
Shares878,925 from 191,914
Change+687,011 (+358%)
Value$232.7M (+$86.2M)
Filed 2026-11-04
Eurizon Capital SGR S.p.A.
INCREASED
Shares851,177 from 280,680
Change+570,497 (+203%)
Value$225.1M (+$11.9M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares826,229 from 139,798
Change+686,431 (+491%)
Value$218.7M (+$112.1M)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares824,970 from 7,609
Change+817,361 (+10742%)
Value$218.4M (+$212.6M)
Filed 2026-10-15
New York State Teachers Retirement System
INCREASED
Shares751,606 from 191,507
Change+560,099 (+292%)
Value$199.0M (+$198.8M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares709,570 from 177,647
Change+531,923 (+299%)
Value$187.9M (+$52.3M)
Filed 2026-11-02
Swedbank AB
INCREASED
Shares663,779 from 222,734
Change+441,045 (+198%)
Value$175.7M (+$5.8M)
Filed 2026-10-27
Aberdeen Group plc
INCREASED
Shares622,214 from 174,171
Change+448,043 (+257%)
Value$164.7M (+$31.8M)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares609,721 from 150,694
Change+459,027 (+305%)
Value$161.4M (+$46.4M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares581,254 from 143,744
Change+437,510 (+304%)
Value$153.9M (+$44.2M)
Filed 2026-11-02
WT Asset Management Ltd
NEW
Shares563,850
Change+563,850
Value$149.3M
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares552,129 from 145,208
Change+406,921 (+280%)
Value$146.2M (+$146.1M)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares548,742 from 135,455
Change+413,287 (+305%)
Value$145.3M (+$41.9M)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares535,792 from 143,224
Change+392,568 (+274%)
Value$141.9M (+$32.6M)
Filed 2026-10-30
OFI Invest Asset Management
INCREASED
Shares529,150 from 35,343
Change+493,807 (+1397%)
Value$123.6M (+$99.9M)
Filed 2026-11-06
Asset Management One Co., Ltd.
INCREASED
Shares522,176 from 140,668
Change+381,508 (+271%)
Value$138.2M (+$30.9M)
Filed 2026-10-27
Allen Investment Management, LLC
INCREASED
Shares521,295 from 130,570
Change+390,725 (+299%)
Value$138.0M (+$38.4M)
Filed 2026-11-03
Nykredit A/S
INCREASED
Shares486,427 from 202,663
Change+283,764 (+140%)
Value$128.8M (-$25.9M)
Filed 2026-11-06
Zevenbergen Capital Investments LLC
INCREASED
Shares478,239 from 139,105
Change+339,134 (+244%)
Value$126.6M (+$20.5M)
Filed 2026-10-08
Candriam S.C.A.
INCREASED
Shares440,723 from 142,545
Change+298,178 (+209%)
Value$117.1M (+$8.4M)
Filed 2026-11-03
Cardano Risk Management B.V.
NEW
Shares424,879
Change+424,879
Value$112.5M
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares406,622 from 376,874
Change+29,748 (+8%)
Value$99.8M (+$34.5M)
Filed 2026-10-13
CIBC Asset Management Inc
INCREASED
Shares395,109 from 105,068
Change+290,041 (+276%)
Value$104.6M (+$24.4M)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares372,649 from 93,498
Change+279,151 (+299%)
Value$98.7M (+$27.3M)
Filed 2026-11-05
SEB Asset Management AB
INCREASED
Shares371,563 from 79,549
Change+292,014 (+367%)
Value$98.4M (+$37.7M)
Filed 2026-11-04
MacKenzie Financial Corp
INCREASED
Shares360,797 from 71,573
Change+289,224 (+404%)
Value$95.5M (+$40.9M)
Filed 2026-11-02
Congress Asset Management Co
NEW
Shares351,357
Change+351,357
Value$93.0M
Filed 2026-10-06
Daiwa Securities Group Inc.
INCREASED
Shares324,124 from 81,345
Change+242,779 (+298%)
Value$85.8M (+$70.3M)
Filed 2026-10-29
State of New Jersey Common Pension Fund D
INCREASED
Shares320,276 from 80,004
Change+240,272 (+300%)
Value$84.8M (+$23.7M)
Filed 2026-11-05
Xponance LLC
INCREASED
Shares300,966 from 73,082
Change+227,884 (+312%)
Value$79.7M (+$23.9M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares296,721 from 71,044
Change+225,677 (+318%)
Value$78.6M (+$24.3M)
Filed 2026-11-02
Czech National Bank
INCREASED
Shares292,588 from 72,451
Change+220,137 (+304%)
Value$77.5M (+$22.2M)
Filed 2026-10-13
Mn Services Vermogensbeheer B.V.
INCREASED
Shares291,368 from 71,567
Change+219,801 (+307%)
Value$77.1M (+$77.1M)
Filed 2026-10-08
Factory Mutual Insurance Co
INCREASED
Shares290,200 from 82,300
Change+207,900 (+253%)
Value$76.8M (+$14.0M)
Filed 2026-10-30
Arizona State Retirement System
INCREASED
Shares277,014 from 68,502
Change+208,512 (+304%)
Value$73.3M (+$21.1M)
Filed 2026-11-03
State of Michigan Retirement System
INCREASED
Shares275,980 from 79,334
Change+196,646 (+248%)
Value$73.1M (+$12.5M)
Filed 2026-10-27
Traynor Capital Management, Inc.
INCREASED
Shares270,997 from 66,066
Change+204,931 (+310%)
Value$71.7M (+$21.3M)
Filed 2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
INCREASED
Shares270,573 from 71,477
Change+199,096 (+279%)
Value$71.6M (+$17.1M)
Filed 2026-10-15
Swiss Life Asset Management Ltd
INCREASED
Shares270,427 from 99,419
Change+171,008 (+172%)
Value$71.6M (-$4.3M)
Filed 2026-11-03
Rakuten Investment Management, Inc.
INCREASED
Shares269,942 from 60,890
Change+209,052 (+343%)
Value$70.9M (+$25.7M)
Filed 2026-10-30
Retirement Systems of Alabama
INCREASED
Shares256,722 from 53,473
Change+203,249 (+380%)
Value$68.0M (+$27.2M)
Filed 2026-11-04
Exchange Traded Concepts, LLC
INCREASED
Shares245,382 from 57,031
Change+188,351 (+330%)
Value$65.0M (+$21.4M)
Filed 2026-10-28
IFM Investors Pty Ltd
INCREASED
Shares236,286 from 57,373
Change+178,913 (+312%)
Value$62.6M (+$18.8M)
Filed 2026-10-14
GF Fund Management Co. Ltd.
INCREASED
Shares229,638 from 56,932
Change+172,706 (+303%)
Value$60.8M (+$17.3M)
Filed 2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares224,982 from 56,220
Change+168,762 (+300%)
Value$59.6M (+$16.7M)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares223,119 from 61,685
Change+161,434 (+262%)
Value$59.1M (+$12.0M)
Filed 2026-10-20
Calamos Advisors LLC
INCREASED
Shares222,379 from 54,470
Change+167,909 (+308%)
Value$58.9M (+$17.3M)
Filed 2026-11-02
AMI Asset Management Corp
INCREASED
Shares221,128 from 57,602
Change+163,526 (+284%)
Value$58.5M (+$14.6M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares205,941 from 52,444
Change+153,497 (+293%)
Value$54.5M (+$14.5M)
Filed 2026-11-06
Once Capital Management, LLC
INCREASED
Shares204,000 from 51,000
Change+153,000 (+300%)
Value$54.0M (+$15.1M)
Filed 2026-11-02
Amalgamated Bank
INCREASED
Shares199,219 from 50,860
Change+148,359 (+292%)
Value$52.7M (+$52.7M)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares190,640 from 36,534
Change+154,106 (+422%)
Value$50.5M (+$22.6M)
Filed 2026-10-16
UniSuper Management Pty Ltd
INCREASED
Shares188,720 from 44,368
Change+144,352 (+325%)
Value$50.0M (+$16.1M)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares186,211 from 54,103
Change+132,108 (+244%)
Value$49.3M (+$8.0M)
Filed 2026-10-22
JIA Investment Alliance Pte. Ltd.
INCREASED
Shares180,100 from 53,600
Change+126,500 (+236%)
Value$47.7M (+$6.8M)
Filed 2026-10-06
Thrivent Financial for Lutherans
INCREASED
Shares174,083 from 51,006
Change+123,077 (+241%)
Value$46.2M (+$46.1M)
Filed 2026-11-05
71 West Capital Partners
INCREASED
Shares169,354 from 42,171
Change+127,183 (+302%)
Value$44.8M (+$12.7M)
Filed 2026-11-04
OP Asset Management Ltd
INCREASED
Shares167,373 from 27,282
Change+140,091 (+513%)
Value$44.3M (+$23.5M)
Filed 2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares165,239 from 42,137
Change+123,102 (+292%)
Value$43.7M (+$11.6M)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares164,403 from 44,913
Change+119,490 (+266%)
Value$43.5M (+$9.3M)
Filed 2026-10-26
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares164,169 from 37,933
Change+126,236 (+333%)
Value$43.5M (+$14.5M)
Filed 2026-11-06
Adell Harriman & Carpenter Inc
INCREASED
Shares162,330 from 41,855
Change+120,475 (+288%)
Value$43.0M (+$11.0M)
Filed 2026-11-02
Nisa Investment Advisors, LLC
INCREASED
Shares161,037 from 40,069
Change+120,968 (+302%)
Value$42.6M (+$12.1M)
Filed 2026-10-20
Oak Grove Capital LLC
INCREASED
Shares160,888 from 40,872
Change+120,016 (+294%)
Value$42.6M (+$11.4M)
Filed 2026-10-09
Gradient Investments LLC
INCREASED
Shares159,515 from 43,864
Change+115,651 (+264%)
Value$42.2M (+$8.8M)
Filed 2026-10-08
D.A. Davidson & Co.
INCREASED
Shares158,061 from 42,389
Change+115,672 (+273%)
Value$41.8M (+$9.5M)
Filed 2026-10-28
Aegon Asset Management UK PLC
INCREASED
Shares156,560 from 45,506
Change+111,054 (+244%)
Value$41.4M (+$6.7M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares155,421 from 41,938
Change+113,483 (+271%)
Value$41.1M (+$9.1M)
Filed 2026-10-21
New York Life Investment Management LLC
INCREASED
Shares151,605 from 41,510
Change+110,095 (+265%)
Value$40.1M (+$8.5M)
Filed 2026-11-04
Virginia Retirement Systems ET Al
INCREASED
Shares149,608 from 20,682
Change+128,926 (+623%)
Value$39.6M (+$23.8M)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares149,586 from 40,227
Change+109,359 (+272%)
Value$39.9M (+$8.8M)
Filed 2026-10-16
Oppenheimer Asset Management Inc.
INCREASED
Shares143,494 from 33,031
Change+110,463 (+334%)
Value$38.0M (+$12.8M)
Filed 2026-10-27
Nfsg Corp
INCREASED
Shares141,742 from 34,880
Change+106,862 (+306%)
Value$37.5M (+$10.9M)
Filed 2026-10-15
Fideuram Asset Management (Ireland) dac
INCREASED
Shares139,001 from 34,932
Change+104,069 (+298%)
Value$29.7M (+$6.8M)
Filed 2026-10-29
Vontobel Holding Ltd.
INCREASED
Shares138,660 from 40,203
Change+98,457 (+245%)
Value$36.7M (+$6.0M)
Filed 2026-10-16
One Way Holdings LLC
INCREASED
Shares138,298 from 33,043
Change+105,255 (+319%)
Value$36.6M (+$11.4M)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares133,311 from 34,207
Change+99,104 (+290%)
Value$33.4M (+$7.3M)
Filed 2026-11-04
Princeton Capital Management LLC
INCREASED
Shares132,609 from 33,149
Change+99,460 (+300%)
Value$35.1M (+$9.8M)
Filed 2026-10-27
Raiffeisen Bank International AG
INCREASED
Shares131,801 from 11,101
Change+120,700 (+1087%)
Value$34.6M (+$26.4M)
Filed 2026-10-28
Empire Life Investments Inc.
INCREASED
Shares130,606 from 32,929
Change+97,677 (+297%)
Value$34.6M (+$9.4M)
Filed 2026-11-06
Nemes Rush Group LLC
INCREASED
Shares129,250 from 32,613
Change+96,637 (+296%)
Value$34.2M (+$9.3M)
Filed 2026-11-04
Oregon Public Employees Retirement Fund
INCREASED
Shares125,203 from 31,300
Change+93,903 (+300%)
Value$33.1M (+$9.3M)
Filed 2026-10-30
Natixis
INCREASED
Shares123,442 from 25,500
Change+97,942 (+384%)
Value$32.7M (+$13.2M)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares122,816 from 39,416
Change+83,400 (+212%)
Value$32.5M (+$2.5M)
Filed 2026-10-29
Cushing Asset Management, LP dba NXG Investment Management
INCREASED
Shares122,700 from 29,000
Change+93,700 (+323%)
Value$32.5M (+$10.4M)
Filed 2026-10-26
Highland Capital Management, LLC
INCREASED
Shares120,413 from 26,610
Change+93,803 (+353%)
Value$31.9M (+$11.6M)
Filed 2026-10-26
iA Global Asset Management Inc.
INCREASED
Shares117,355 from 41,313
Change+76,042 (+184%)
Value$31.1M (+$31.0M)
Filed 2026-10-29
Louisiana State Employees Retirement System
INCREASED
Shares114,600 from 29,400
Change+85,200 (+290%)
Value$30.3M (+$7.9M)
Filed 2026-10-20
Carnegie Investment Counsel
INCREASED
Shares112,055 from 29,400
Change+82,655 (+281%)
Value$29.7M (+$7.2M)
Filed 2026-10-20
Mutual of America Capital Management LLC
INCREASED
Shares109,679 from 27,596
Change+82,083 (+297%)
Value$29.0M (+$8.0M)
Filed 2026-10-23
Jacobs & Co
INCREASED
Shares109,232 from 27,737
Change+81,495 (+294%)
Value$28.9M (+$28.9M)
Filed 2026-10-09
Eulav Asset Management
INCREASED
Shares109,006 from 29,800
Change+79,206 (+266%)
Value$28.9M (+$6.1M)
Filed 2026-10-23
Venture Visionary Partners LLC
INCREASED
Shares108,697 from 28,439
Change+80,258 (+282%)
Value$28.8M (+$7.1M)
Filed 2026-10-07
Pittenger & Anderson Inc
INCREASED
Shares108,424 from 25,575
Change+82,849 (+324%)
Value$28.7M (+$9.2M)
Filed 2026-11-02
ABN Amro Investment Solutions
INCREASED
Shares108,207 from 70,279
Change+37,928 (+54%)
Value$28.6M (-$25.0M)
Filed 2026-10-21
Ethic Inc.
INCREASED
Shares107,228 from 26,549
Change+80,679 (+304%)
Value$28.4M (+$8.1M)
Filed 2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares106,880 from 26,914
Change+79,966 (+297%)
Value$28.3M (+$7.8M)
Filed 2026-10-22
ASR Vermogensbeheer N.V.
INCREASED
Shares105,478 from 14,828
Change+90,650 (+611%)
Value$27.9M (+$16.6M)
Filed 2026-10-16
Achmea Investment Management B.V.
NEW
Shares104,677
Change+104,677
Value$27.7M
Filed 2026-10-30
B. Riley Wealth Advisors, Inc.
INCREASED
Shares103,966 from 24,425
Change+79,541 (+326%)
Value$27.5M (+$9.4M)
Filed 2026-10-13
Investment House LLC
INCREASED
Shares100,495 from 31,415
Change+69,080 (+220%)
Value$26.6M (+$2.6M)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares99,782 from 25,111
Change+74,671 (+297%)
Value$26.4M (+$7.3M)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares99,608 from 23,649
Change+75,959 (+321%)
Value$26.4M (+$8.3M)
Filed 2026-11-03
OAK Ridge Investments LLC
DECREASED
Shares97,937 from 102,476
Change-4,539 (-4%)
Value$25.9M (+$6.4M)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares97,590 from 21,346
Change+76,244 (+357%)
Value$25.8M (+$9.5M)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
INCREASED
Shares97,050 from 24,241
Change+72,809 (+300%)
Value$25.7M (+$7.2M)
Filed 2026-10-21
State of Alaska, Department of Revenue
INCREASED
Shares96,462 from 24,940
Change+71,522 (+287%)
Value$25.5M (+$25.5M)
Filed 2026-10-15
Baker Avenue Asset Management, LP
INCREASED
Shares96,030 from 26,918
Change+69,112 (+257%)
Value$25.4M (+$4.9M)
Filed 2026-11-06
Renaissance Investment Group LLC
INCREASED
Shares95,614 from 29,891
Change+65,723 (+220%)
Value$25.3M (+$2.5M)
Filed 2026-10-28
SBI Securities Co., Ltd.
INCREASED
Shares93,215 from 23,586
Change+69,629 (+295%)
Value$24.7M (+$6.7M)
Filed 2026-10-22
Yousif Capital Management, LLC
INCREASED
Shares93,154 from 23,507
Change+69,647 (+296%)
Value$24.7M (+$6.7M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares91,341 from 20,033
Change+71,308 (+356%)
Value$24.2M (+$8.9M)
Filed 2026-11-04
Everest Financial Group LLC
INCREASED
Shares91,341 from 22,186
Change+69,155 (+312%)
Value$24.2M (+$7.3M)
Filed 2026-11-06
Zweig-DiMenna Associates LLC
INCREASED
Shares90,944 from 20,511
Change+70,433 (+343%)
Value$24.1M (+$8.4M)
Filed 2026-11-06
Cornerstone Advisors, LLC
INCREASED
Shares89,611 from 31,517
Change+58,094 (+184%)
Value$23.7M (-$327.4K)
Filed 2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED
Shares87,598 from 23,261
Change+64,337 (+277%)
Value$23.2M (+$5.4M)
Filed 2026-10-27
Motley Fool Asset Management LLC
INCREASED
Shares86,782 from 19,222
Change+67,560 (+351%)
Value$23.0M (+$8.3M)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares86,086 from 19,204
Change+66,882 (+348%)
Value$22.8M (+$8.1M)
Filed 2026-10-08
Sigma Planning Corp
INCREASED
Shares83,793 from 22,848
Change+60,945 (+267%)
Value$22.6M (+$5.2M)
Filed 2026-10-23
Avanza Fonder AB
INCREASED
Shares83,318 from 18,568
Change+64,750 (+349%)
Value$22.1M (+$7.9M)
Filed 2026-10-13
Diversify Wealth Management, LLC
DECREASED
Shares81,825 from 82,315
Change-490 (-1%)
Value$20.0M (+$5.2M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares81,825 from 82,315
Change-490 (-1%)
Value$20.0M (+$5.2M)
Filed 2026-10-20
Ferguson Wellman Capital Management, Inc
INCREASED
Shares79,904 from 20,072
Change+59,832 (+298%)
Value$21.2M (+$5.8M)
Filed 2026-10-05
Arthur M. Cohen & Associates, LLC
INCREASED
Shares79,171 from 19,686
Change+59,485 (+302%)
Value$21.0M (+$5.9M)
Filed 2026-10-26
Profund Advisors LLC
INCREASED
Shares78,759 from 21,276
Change+57,483 (+270%)
Value$20.9M (+$4.6M)
Filed 2026-10-29
Y.D. More Investments Ltd
INCREASED
Shares77,918 from 9,347
Change+68,571 (+734%)
Value$20.6M (+$13.5M)
Filed 2026-11-02
Lynch Asset Management, Inc.
INCREASED
Shares77,700 from 19,675
Change+58,025 (+295%)
Value$20.6M (+$5.6M)
Filed 2026-10-28
Gulf International Bank (UK) Ltd
INCREASED
Shares76,684 from 19,171
Change+57,513 (+300%)
Value$20.3M (+$20.3M)
Filed 2026-10-20
TimesSquare Capital Management, LLC
INCREASED
Shares76,353 from 19,602
Change+56,751 (+290%)
Value$20.2M (+$5.3M)
Filed 2026-11-03
Slow Capital, Inc.
INCREASED
Shares74,558 from 18,871
Change+55,687 (+295%)
Value$19.7M (+$5.3M)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares74,315 from 17,603
Change+56,712 (+322%)
Value$19.7M (+$6.2M)
Filed 2026-10-23
Patten & Patten Inc
INCREASED
Shares73,965 from 19,511
Change+54,454 (+279%)
Value$19.6M (+$4.7M)
Filed 2026-10-26
Integrated Advisors Network LLC
INCREASED
Shares73,960 from 24,041
Change+49,919 (+208%)
Value$19.6M (+$1.2M)
Filed 2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED
Shares71,435 from 17,853
Change+53,582 (+300%)
Value$18.9M (+$5.3M)
Filed 2026-10-22
Sierra Summit Advisors LLC
INCREASED
Shares70,192 from 2,610
Change+67,582 (+2589%)
Value$18.6M (+$16.6M)
Filed 2026-10-28
Yarbrough Capital, LLC
INCREASED
Shares69,520 from 17,380
Change+52,140 (+300%)
Value$18.4M (+$5.1M)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares69,310 from 17,760
Change+51,550 (+290%)
Value$18.3M (+$4.8M)
Filed 2026-10-16
Reliant Investment Management, LLC
INCREASED
Shares68,461 from 17,169
Change+51,292 (+299%)
Value$18.1M (+$5.0M)
Filed 2026-10-14
Granite Investment Partners, LLC
INCREASED
Shares68,204 from 22,133
Change+46,071 (+208%)
Value$18.1M (+$1.2M)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares68,133 from 16,577
Change+51,556 (+311%)
Value$18.0M (+$5.4M)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares65,854 from 13,562
Change+52,292 (+386%)
Value$17.4M (+$7.1M)
Filed 2026-10-23
GFG Capital, LLC
INCREASED
Shares65,841 from 21,935
Change+43,906 (+200%)
Value$17.4M (+$691.9K)
Filed 2026-10-16
Pinnacle Associates LTD
INCREASED
Shares65,170 from 25,625
Change+39,545 (+154%)
Value$17.3M (-$2.3M)
Filed 2026-10-20
Lake Street Private Wealth, LLC
INCREASED
Shares64,986 from 16,719
Change+48,267 (+289%)
Value$17.2M (+$4.4M)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares63,098 from 15,526
Change+47,572 (+306%)
Value$16.7M (+$4.9M)
Filed 2026-11-04
Americana Partners, LLC
INCREASED
Shares62,632 from 15,878
Change+46,754 (+294%)
Value$16.6M (+$4.5M)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares61,478 from 13,266
Change+48,212 (+363%)
Value$16.4M (+$6.1M)
Filed 2026-11-04
Salem Investment Counselors Inc
INCREASED
Shares61,277 from 15,063
Change+46,214 (+307%)
Value$16.2M (+$4.7M)
Filed 2026-10-13
Maryland State Retirement & Pension System
INCREASED
Shares61,162 from 13,484
Change+47,678 (+354%)
Value$16.2M (+$5.9M)
Filed 2026-11-05
Asio Capital, LLC
INCREASED
Shares60,846 from 15,119
Change+45,727 (+302%)
Value$16.1M (+$4.6M)
Filed 2026-10-19
RPG Investment Advisory, LLC
INCREASED
Shares60,464 from 33,032
Change+27,432 (+83%)
Value$16.0M (-$9.2M)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares60,215 from 13,326
Change+46,889 (+352%)
Value$15.9M (+$5.8M)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares59,173 from 12,557
Change+46,616 (+371%)
Value$15.7M (+$6.1M)
Filed 2026-11-05
Glynn Capital Management LLC
INCREASED
Shares58,862 from 14,971
Change+43,891 (+293%)
Value$15.6M (+$4.2M)
Filed 2026-10-07
Atria Investments, Inc
INCREASED
Shares58,661 from 7,845
Change+50,816 (+648%)
Value$15.5M (+$9.5M)
Filed 2026-10-15
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares57,067 from 13,028
Change+44,039 (+338%)
Value$15.1M (+$5.2M)
Filed 2026-10-22
Axxcess Wealth Management, LLC
INCREASED
Shares56,721 from 16,107
Change+40,614 (+252%)
Value$15.0M (+$2.7M)
Filed 2026-10-21
Royal Fund Management, LLC
INCREASED
Shares55,048 from 11,523
Change+43,525 (+378%)
Value$14.6M (+$5.8M)
Filed 2026-10-22
Generali Asset Management SPA SGR
INCREASED
Shares54,950 from 12,389
Change+42,561 (+344%)
Value$14.5M (+$5.1M)
Filed 2026-10-26
Destiny Wealth Partners, LLC
INCREASED
Shares54,884 from 47,177
Change+7,707 (+16%)
Value$13.3M (+$4.3M)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares54,254 from 15,020
Change+39,234 (+261%)
Value$14.4M (+$2.9M)
Filed 2026-11-03
180 Wealth Advisors, LLC
INCREASED
Shares53,602 from 13,733
Change+39,869 (+290%)
Value$14.2M (+$3.7M)
Filed 2026-11-03
Moran Wealth Management, LLC
INCREASED
Shares53,297 from 14,866
Change+38,431 (+259%)
Value$14.1M (+$2.8M)
Filed 2026-10-22
Blue Fin Capital, Inc.
INCREASED
Shares53,288 from 13,078
Change+40,210 (+307%)
Value$14.1M (+$4.1M)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares53,257 from 13,589
Change+39,668 (+292%)
Value$14.1M (+$14.1M)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares52,754 from 13,091
Change+39,663 (+303%)
Value$14.0M (+$4.0M)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares52,339 from 13,253
Change+39,086 (+295%)
Value$13.9M (+$3.7M)
Filed 2026-11-05
UMB Bank, n.a.
INCREASED
Shares51,789 from 12,720
Change+39,069 (+307%)
Value$13.7M (+$4.0M)
Filed 2026-11-06
CFM Wealth Partners LLC
INCREASED
Shares51,614 from 12,865
Change+38,749 (+301%)
Value$13.7M (+$3.8M)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
INCREASED
Shares51,510 from 12,987
Change+38,523 (+297%)
Value$13.6M (+$3.7M)
Filed 2026-10-21
Harold Davidson & Associates Inc.
INCREASED
Shares50,658 from 13,034
Change+37,624 (+289%)
Value$13.4M (+$3.5M)
Filed 2026-10-29
Blue Zone Wealth Advisors, LLC
INCREASED
Shares50,546 from 15,451
Change+35,095 (+227%)
Value$13.4M (+$1.6M)
Filed 2026-10-19
New Mexico Educational Retirement Board
INCREASED
Shares50,400 from 12,600
Change+37,800 (+300%)
Value$13.3M (+$13.3M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares50,252 from 13,300
Change+36,952 (+278%)
Value$13.3M (+$3.2M)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares50,136 from 67,052
Change-16,916 (-25%)
Value$13.3M (+$481.2K)
Filed 2026-10-15
VestGen Advisors, LLC
INCREASED
Shares49,484 from 14,638
Change+34,846 (+238%)
Value$13.1M (+$1.9M)
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares48,746 from 12,294
Change+36,452 (+297%)
Value$12.9M (+$3.5M)
Filed 2026-11-06
China Universal Asset Management Co., Ltd.
INCREASED
Shares48,404 from 10,215
Change+38,189 (+374%)
Value$12.7M (+$4.9M)
Filed 2026-10-28
Bailard, Inc.
INCREASED
Shares47,907 from 12,601
Change+35,306 (+280%)
Value$12.7M (+$3.1M)
Filed 2026-10-13
Grandview Asset Management LLC
INCREASED
Shares47,634 from 14,498
Change+33,136 (+229%)
Value$12.6M (+$1.6M)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares47,628 from 10,286
Change+37,342 (+363%)
Value$12.6M (+$12.6M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares47,321 from 7,869
Change+39,452 (+501%)
Value$12.5M (+$6.5M)
Filed 2026-10-29
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares47,118 from 15,802
Change+31,316 (+198%)
Value$12.5M (+$415.0K)
Filed 2026-10-30
GC Wealth Management RIA, LLC
INCREASED
Shares46,630 from 10,920
Change+35,710 (+327%)
Value$12.3M (+$4.0M)
Filed 2026-11-02
Leonteq Securities AG
INCREASED
Shares46,626 from 10,035
Change+36,591 (+365%)
Value$12.3M (+$4.7M)
Filed 2026-10-29
Partners Wealth Management, LLC
NEW
Shares46,400
Change+46,400
Value$12.3M
Filed 2026-10-28
Greystone Financial Group, LLC
INCREASED
Shares46,377 from 9,981
Change+36,396 (+365%)
Value$12.3M (+$4.7M)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares46,190 from 11,633
Change+34,557 (+297%)
Value$12.2M (+$3.4M)
Filed 2026-10-28
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares46,111 from 10,861
Change+35,250 (+325%)
Value$12.2M (+$3.9M)
Filed 2026-10-26
Keybank National Association
INCREASED
Shares44,497 from 11,320
Change+33,177 (+293%)
Value$11.8M (+$3.1M)
Filed 2026-11-04
WD Rutherford LLC
INCREASED
Shares44,456 from 13,467
Change+30,989 (+230%)
Value$11.8M (+$1.5M)
Filed 2026-10-26
Guerra PAN Advisors, LLC
INCREASED
Shares43,880 from 10,977
Change+32,903 (+300%)
Value$10.0M (+$1.6M)
Filed 2026-10-26
Sapient Capital LLC
INCREASED
Shares42,934 from 9,870
Change+33,064 (+335%)
Value$11.4M (+$3.8M)
Filed 2026-10-08
Blue Square Asset Management, LLC
INCREASED
Shares42,650 from 11,104
Change+31,546 (+284%)
Value$11.3M (+$2.8M)
Filed 2026-11-02
Jackson Square Capital, LLC
INCREASED
Shares42,548 from 7,974
Change+34,574 (+434%)
Value$11.3M (+$5.2M)
Filed 2026-10-19
RMR Wealth Builders
INCREASED
Shares42,539 from 12,101
Change+30,438 (+252%)
Value$11.3M (+$2.0M)
Filed 2026-10-22
Equitable Trust Co
INCREASED
Shares42,377 from 10,562
Change+31,815 (+301%)
Value$11.2M (+$3.2M)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares42,267 from 1,010
Change+41,257 (+4085%)
Value$11.2M (+$10.4M)
Filed 2026-10-26
OMC Financial Services LTD
INCREASED
Shares41,724 from 11,804
Change+29,920 (+253%)
Value$11.0M (+$2.0M)
Filed 2026-10-19
AGP Franklin, LLC
INCREASED
Shares40,828 from 10,198
Change+30,630 (+300%)
Value$10.8M (+$3.0M)
Filed 2026-11-04
Jericho Financial, LLP
INCREASED
Shares40,781 from 10,296
Change+30,485 (+296%)
Value$10.8M (+$2.9M)
Filed 2026-10-13
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares40,764 from 12,820
Change+27,944 (+218%)
Value$10.8M (+$1.0M)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares40,713 from 10,592
Change+30,121 (+284%)
Value$10.8M (+$2.7M)
Filed 2026-10-05
Petredis Investment Advisors LLC
INCREASED
Shares40,563 from 10,222
Change+30,341 (+297%)
Value$10.7M (+$2.9M)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares40,077 from 12,309
Change+27,768 (+226%)
Value$10.6M (+$1.2M)
Filed 2026-10-22
Sigma Investment Counselors Inc
INCREASED
Shares39,882 from 9,201
Change+30,681 (+333%)
Value$10.6M (+$3.5M)
Filed 2026-10-27
Left Brain Wealth Management, LLC
INCREASED
Shares39,856 from 9,854
Change+30,002 (+304%)
Value$10.6M (+$3.0M)
Filed 2026-10-28
Darden Wealth Group Inc
INCREASED
Shares39,434 from 9,632
Change+29,802 (+309%)
Value$10.4M (+$3.1M)
Filed 2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED
Shares39,205 from 9,786
Change+29,419 (+301%)
Value$10.4M (+$2.9M)
Filed 2026-10-26
Frank, Rimerman Advisors LLC
INCREASED
Shares39,180 from 9,715
Change+29,465 (+303%)
Value$10.4M (+$3.0M)
Filed 2026-10-16
Duncker Streett & Co Inc
INCREASED
Shares38,872 from 9,644
Change+29,228 (+303%)
Value$10.3M (+$2.9M)
Filed 2026-10-27
Nikulski Financial, Inc.
INCREASED
Shares38,330 from 9,924
Change+28,406 (+286%)
Value$10.1M (+$2.6M)
Filed 2026-11-06
Ascent Group, LLC
INCREASED
Shares37,860 from 9,586
Change+28,274 (+295%)
Value$10.0M (+$2.7M)
Filed 2026-10-30
Strategic Wealth Investment Group, LLC
INCREASED
Shares37,214 from 9,791
Change+27,423 (+280%)
Value$9.9M (+$2.4M)
Filed 2026-10-29
Laurel Wealth Advisors LLC
INCREASED
Shares37,214 from 9,861
Change+27,353 (+277%)
Value$9.9M (+$2.3M)
Filed 2026-10-27
Signal Advisors Wealth, LLC
INCREASED
Shares36,223 from 11,342
Change+24,881 (+219%)
Value$9.6M (+$934.5K)
Filed 2026-10-13
Lmcg Investments, LLC
INCREASED
Shares36,079 from 9,417
Change+26,662 (+283%)
Value$9.6M (+$2.4M)
Filed 2026-10-21
Convergence Investment Partners, LLC
NEW
Shares36,041
Change+36,041
Value$9.5M
Filed 2026-10-28
Decker Wealth Management LLC
INCREASED
Shares36,022 from 8,988
Change+27,034 (+301%)
Value$9.5M (+$2.7M)
Filed 2026-10-09
Linden Thomas Advisory Services, LLC
INCREASED
Shares35,391 from 8,876
Change+26,515 (+299%)
Value$9.4M (+$2.6M)
Filed 2026-10-19
Sepio Capital, LP
INCREASED
Shares35,296 from 8,947
Change+26,349 (+295%)
Value$9.3M (+$2.5M)
Filed 2026-10-22
North Dakota State Investment Board
INCREASED
Shares35,286 from 7,353
Change+27,933 (+380%)
Value$9.3M (+$3.7M)
Filed 2026-10-27
Canvas Wealth Advisors, LLC
INCREASED
Shares35,162 from 9,010
Change+26,152 (+290%)
Value$9.2M (+$2.3M)
Filed 2026-11-02
Strategic Advisors LLC
INCREASED
Shares35,041 from 9,394
Change+25,647 (+273%)
Value$9.3M (+$7.5M)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares35,009 from 11,375
Change+23,634 (+208%)
Value$9.3M (+$588.0K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares34,979 from 8,737
Change+26,242 (+300%)
Value$9.3M (+$2.6M)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares34,956 from 9,246
Change+25,710 (+278%)
Value$9.3M (+$2.2M)
Filed 2026-10-08
Palacios Wealth Management, LLC
INCREASED
Shares34,861 from 8,725
Change+26,136 (+300%)
Value$9.2M (+$2.6M)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares34,848 from 9,119
Change+25,729 (+282%)
Value$9.2M (+$2.3M)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares34,828 from 7,569
Change+27,259 (+360%)
Value$9.2M (+$3.4M)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares34,711 from 8,351
Change+26,360 (+316%)
Value$9.2M (+$2.8M)
Filed 2026-10-29
Paragon Advisors, LLC
INCREASED
Shares34,595 from 8,558
Change+26,037 (+304%)
Value$9.2M (+$2.6M)
Filed 2026-11-03
Boyd Watterson Asset Management LLC
INCREASED
Shares34,004 from 8,807
Change+25,197 (+286%)
Value$9.0M (+$2.3M)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares33,924 from 7,753
Change+26,171 (+338%)
Value$9.0M (+$3.1M)
Filed 2026-11-06
Processus Wealth & Capital Management, LLC
INCREASED
Shares33,520 from 9,830
Change+23,690 (+241%)
Value$8.9M (+$1.4M)
Filed 2026-10-16
Crystal Rock Capital Management
INCREASED
Shares33,390 from 8,555
Change+24,835 (+290%)
Value$8.8M (+$2.3M)
Filed 2026-10-28
Ritholtz Wealth Management
INCREASED
Shares33,380 from 6,360
Change+27,020 (+425%)
Value$8.8M (+$4.0M)
Filed 2026-11-05
LBP AM SA
INCREASED
Shares33,366 from 3,842
Change+29,524 (+768%)
Value$8.8M (+$5.9M)
Filed 2026-11-06
Corps Capital Advisors, LLC
INCREASED
Shares33,229 from 8,307
Change+24,922 (+300%)
Value$8.8M (+$2.5M)
Filed 2026-11-05
Riggs Asset Managment Co. Inc.
INCREASED
Shares33,144 from 8,409
Change+24,735 (+294%)
Value$8.8M (+$2.4M)
Filed 2026-11-05
Quantum Private Wealth, LLC
INCREASED
Shares33,087 from 8,789
Change+24,298 (+276%)
Value$8.8M (+$2.1M)
Filed 2026-10-20
Savant Capital, LLC
INCREASED
Shares33,017 from 6,317
Change+26,700 (+423%)
Value$8.7M (+$5.3M)
Filed 2026-11-06
Harbor Investment Advisory, LLC
INCREASED
Shares32,702 from 8,372
Change+24,330 (+291%)
Value$8.7M (+$2.3M)
Filed 2026-10-13
Clay Northam Wealth Management, LLC
INCREASED
Shares32,526 from 8,208
Change+24,318 (+296%)
Value$8.6M (+$2.3M)
Filed 2026-10-13
AlphaStar Capital Management, LLC
INCREASED
Shares32,442 from 9,423
Change+23,019 (+244%)
Value$8.6M (+$1.4M)
Filed 2026-10-16
DE Burlo Group Inc
INCREASED
Shares32,400 from 10,000
Change+22,400 (+224%)
Value$8.6M (+$946.5K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares32,179 from 7,703
Change+24,476 (+318%)
Value$8.5M (+$2.6M)
Filed 2026-10-23
Mirador Capital Partners LP
INCREASED
Shares32,164 from 7,796
Change+24,368 (+313%)
Value$8.5M (+$2.6M)
Filed 2026-10-09
Citizens Financial Group Inc
INCREASED
Shares31,992 from 7,590
Change+24,402 (+322%)
Value$8.5M (+$2.7M)
Filed 2026-10-23
Titleist Asset Management, LLC
INCREASED
Shares31,464 from 9,859
Change+21,605 (+219%)
Value$8.3M (+$807.8K)
Filed 2026-10-08
SteelPeak Wealth, LLC
INCREASED
Shares31,424 from 11,235
Change+20,189 (+180%)
Value$8.3M (-$254.4K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares31,395 from 7,053
Change+24,342 (+345%)
Value$8.3M (+$2.9M)
Filed 2026-10-08
Rockingstone Advisors LLC
INCREASED
Shares31,193 from 8,017
Change+23,176 (+289%)
Value$8.3M (+$2.1M)
Filed 2026-10-16
Kessler Investment Group, LLC
INCREASED
Shares30,724 from 26,165
Change+4,559 (+17%)
Value$8.1M (-$11.8M)
Filed 2026-10-08
Independent Solutions Wealth Management, LLC
INCREASED
Shares30,595 from 7,727
Change+22,868 (+296%)
Value$8.1M (+$6.6M)
Filed 2026-10-28
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED
Shares29,960 from 1,434
Change+28,526 (+1989%)
Value$7.9M (+$6.8M)
Filed 2026-11-04
Howard Capital Management, LLC
INCREASED
Shares29,957 from 7,505
Change+22,452 (+299%)
Value$7.9M (+$2.2M)
Filed 2026-10-16
Secure Asset Management, LLC
INCREASED
Shares29,938 from 12,062
Change+17,876 (+148%)
Value$7.9M (-$1.3M)
Filed 2026-10-19
Cache Advisors, LLC
INCREASED
Shares29,876 from 7,013
Change+22,863 (+326%)
Value$7.9M (+$2.6M)
Filed 2026-10-16
B.A. Schrock Wealth Management, Inc.
NEW
Shares29,697
Change+29,697
Value$7.9M
Filed 2026-10-15
GenTrust, LLC
INCREASED
Shares29,620 from 7,361
Change+22,259 (+302%)
Value$7.8M (+$2.2M)
Filed 2026-11-06
Verus Wealth Management, LLC
NEW
Shares29,501
Change+29,501
Value$7.8M
Filed 2026-10-13
Stenger Family Office, LLC
INCREASED
Shares29,133 from 10,786
Change+18,347 (+170%)
Value$7.6M (-$621.3K)
Filed 2026-10-22
PKO Investment Management Joint-Stock Co
INCREASED
Shares29,000 from 8,500
Change+20,500 (+241%)
Value$7.7M (+$1.2M)
Filed 2026-10-19
Ascent Wealth Partners, LLC
INCREASED
Shares28,564 from 7,237
Change+21,327 (+295%)
Value$7.6M (+$2.0M)
Filed 2026-10-23
Atlatl Advisers LLC
INCREASED
Shares28,311 from 285
Change+28,026 (+9834%)
Value$7.5M (+$7.3M)
Filed 2026-10-22
Illinois Municipal Retirement Fund
INCREASED
Shares28,281 from 4,387
Change+23,894 (+545%)
Value$7.5M (+$4.1M)
Filed 2026-11-05
Bdf-Gestion
INCREASED
Shares28,242 from 7,956
Change+20,286 (+255%)
Value$7.5M (+$6.2M)
Filed 2026-10-19
Portfolio Design Labs, LLC
INCREASED
Shares28,158 from 7,177
Change+20,981 (+292%)
Value$7.5M (+$2.0M)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED
Shares28,015 from 7,040
Change+20,975 (+298%)
Value$7.4M (+$2.0M)
Filed 2026-10-29
High Note Wealth, LLC
INCREASED
Shares27,801 from 6,932
Change+20,869 (+301%)
Value$7.4M (+$2.1M)
Filed 2026-10-27
Nilsine Partners, LLC
INCREASED
Shares27,776 from 7,347
Change+20,429 (+278%)
Value$7.4M (+$1.7M)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares27,697 from 5,517
Change+22,180 (+402%)
Value$7.3M (+$3.1M)
Filed 2026-10-23
Realta Investment Advisors
INCREASED
Shares27,448 from 6,983
Change+20,465 (+293%)
Value$7.3M (+$1.9M)
Filed 2026-10-14
Westwind Capital
NEW
Shares27,407
Change+27,407
Value$7.3M
Filed 2026-10-08
E. Ohman J:or Asset Management AB
INCREASED
Shares27,204 from 6,676
Change+20,528 (+307%)
Value$7.2M (+$2.1M)
Filed 2026-10-22
Aurora Investment Managers, Llc.
INCREASED
Shares27,144 from 6,989
Change+20,155 (+288%)
Value$7.2M (+$7.2M)
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED
Shares27,050 from 26,472
Change+578 (+2%)
Value$7.1M (+$1.9M)
Filed 2026-10-13
RKL Wealth Management LLC
INCREASED
Shares26,894 from 6,711
Change+20,183 (+301%)
Value$7.1M (+$2.0M)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares26,734 from 6,769
Change+19,965 (+295%)
Value$7.1M (+$1.9M)
Filed 2026-11-04
Argonautica Private Wealth Management, Inc
INCREASED
Shares26,650 from 6,698
Change+19,952 (+298%)
Value$7.1M (+$1.9M)
Filed 2026-11-02
Union Bancaire Privee, UBP SA
INCREASED
Shares26,596 from 23,369
Change+3,227 (+14%)
Value$6.3M (-$8.3M)
Filed 2026-11-04
Snider Financial Group
INCREASED
Shares26,456 from 7,695
Change+18,761 (+244%)
Value$7.0M (+$1.1M)
Filed 2026-10-16
Securian Asset Management, Inc
DECREASED
Shares26,451 from 26,864
Change-413 (-2%)
Value$7.0M (+$1.5M)
Filed 2026-11-06
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares26,319
Change+26,319
Value$7.0M
Filed 2026-10-20
Axecap Investments, LLC
INCREASED
Shares26,319 from 8,424
Change+17,895 (+212%)
Value$7.0M (+$539.5K)
Filed 2026-10-20
WIN Advisors, Inc
INCREASED
Shares26,155 from 6,816
Change+19,339 (+284%)
Value$6.9M (+$1.7M)
Filed 2026-11-06
RCS Financial Planning, LLC
INCREASED
Shares25,796 from 6,608
Change+19,188 (+290%)
Value$6.8M (+$1.8M)
Filed 2026-10-14
SevenBridge Financial Group, LLC
DECREASED
Shares25,714 from 40,985
Change-15,271 (-37%)
Value$5.8M (-$2.9M)
Filed 2026-10-26
Kingsman Wealth Management, Inc.
INCREASED
Shares25,650 from 3,542
Change+22,108 (+624%)
Value$6.8M (+$4.1M)
Filed 2026-10-13
Leelyn Smith, LLC
INCREASED
Shares25,556 from 6,669
Change+18,887 (+283%)
Value$6.8M (+$1.7M)
Filed 2026-11-03
Piar LLC
INCREASED
Shares25,525 from 7,525
Change+18,000 (+239%)
Value$6.8M (+$1.0M)
Filed 2026-10-21
Praxis Investment Management Inc
INCREASED
Shares25,280 from 6,320
Change+18,960 (+300%)
Value$6.7M (+$6.7M)
Filed 2026-11-03
Central Trust Co
INCREASED
Shares25,269 from 6,470
Change+18,799 (+291%)
Value$6.7M (+$1.8M)
Filed 2026-11-05
Bouvel Investment Partners, LLC
INCREASED
Shares25,218 from 6,961
Change+18,257 (+262%)
Value$6.7M (+$1.4M)
Filed 2026-10-13
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares25,200 from 8,300
Change+16,900 (+204%)
Value$6.7M (+$337.6K)
Filed 2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED
Shares24,987 from 6,028
Change+18,959 (+315%)
Value$6.6M (+$2.0M)
Filed 2026-10-14
Sterling Capital Management LLC
INCREASED
Shares24,945 from 6,586
Change+18,359 (+279%)
Value$6.6M (+$1.6M)
Filed 2026-10-22
Consolidated Investment Group LLC
INCREASED
Shares24,800 from 5,700
Change+19,100 (+335%)
Value$6.6M (+$2.2M)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares24,770 from 5,628
Change+19,142 (+340%)
Value$6.6M (+$2.3M)
Filed 2026-10-23
Malaga Cove Capital, LLC
INCREASED
Shares24,402 from 6,258
Change+18,144 (+290%)
Value$6.5M (+$1.7M)
Filed 2026-10-23
Spirit of America Management Corp
INCREASED
Shares24,200 from 5,850
Change+18,350 (+314%)
Value$6.4M (+$1.9M)
Filed 2026-10-14
Eagle Strategies LLC
INCREASED
Shares24,189 from 6,110
Change+18,079 (+296%)
Value$6.4M (+$1.7M)
Filed 2026-10-16
Patten Group, Inc.
INCREASED
Shares24,184 from 6,184
Change+18,000 (+291%)
Value$6.4M (+$1.7M)
Filed 2026-10-26
Altura Wealth Advisors Inc.
INCREASED
Shares23,839 from 5,962
Change+17,877 (+300%)
Value$6.3M (+$1.8M)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares23,712 from 17,964
Change+5,748 (+32%)
Value$6.2M (+$2.9M)
Filed 2026-10-09
Intesa Sanpaolo Wealth Management
INCREASED
Shares23,591 from 5,907
Change+17,684 (+299%)
Value$6.2M (+$1.7M)
Filed 2026-10-28
Perryman Financial Advisory Inc
INCREASED
Shares23,558 from 5,588
Change+17,970 (+322%)
Value$6.2M (+$2.0M)
Filed 2026-10-16
Benedict Financial Advisors Inc
INCREASED
Shares23,294 from 6,237
Change+17,057 (+273%)
Value$6.2M (+$1.4M)
Filed 2026-10-07
Quadrant Capital Group LLC
INCREASED
Shares23,201 from 4,970
Change+18,231 (+367%)
Value$6.1M (+$2.3M)
Filed 2026-10-20
Crestwood Advisors Group, LLC
INCREASED
Shares22,799 from 5,334
Change+17,465 (+327%)
Value$6.0M (+$2.0M)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
NEW
Shares22,387
Change+22,387
Value$5.9M
Filed 2026-10-29
Dudley Capital Management, LLC
INCREASED
Shares22,344 from 5,636
Change+16,708 (+296%)
Value$5.9M (+$1.6M)
Filed 2026-10-23
Boothe Investment Group, Inc.
INCREASED
Shares22,010 from 7,885
Change+14,125 (+179%)
Value$5.8M (-$190.2K)
Filed 2026-10-22
Genus Capital Management Inc.
INCREASED
Shares21,870 from 6,845
Change+15,025 (+220%)
Value$5.8M (+$566.4K)
Filed 2026-11-04
LifeGoal Investments, LLC
NEW
Shares21,797
Change+21,797
Value$5.8M
Filed 2026-10-09
Donoghue Forlines LLC
DECREASED
Shares21,773 from 23,032
Change-1,259 (-5%)
Value$5.8M (+$1.4M)
Filed 2026-11-02
Mitchell Capital Management Co
INCREASED
Shares21,758 from 5,490
Change+16,268 (+296%)
Value$5.8M (+$1.6M)
Filed 2026-10-29
Parisi Gray Wealth Management
INCREASED
Shares21,733 from 5,302
Change+16,431 (+310%)
Value$5.8M (+$1.7M)
Filed 2026-10-16
Shepherd Financial Partners LLC
INCREASED
Shares21,697 from 5,418
Change+16,279 (+300%)
Value$5.7M (+$1.6M)
Filed 2026-11-03
Commons Capital, LLC
INCREASED
Shares21,427 from 5,560
Change+15,867 (+285%)
Value$5.7M (+$1.4M)
Filed 2026-11-05
Blodgett Wealth Advisors, LLC
INCREASED
Shares21,227 from 5,646
Change+15,581 (+276%)
Value$5.6M (+$1.3M)
Filed 2026-10-23
Draper Asset Management, LLC
NEW
Shares21,188
Change+21,188
Value$5.6M
Filed 2026-10-09
Whitener Capital Management, Inc.
INCREASED
Shares21,148 from 5,236
Change+15,912 (+304%)
Value$5.6M (+$4.6M)
Filed 2026-10-15
WealthPlan Investment Management, LLC
INCREASED
Shares20,902 from 5,226
Change+15,676 (+300%)
Value$5.5M (+$1.5M)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares20,888 from 6,802
Change+14,086 (+207%)
Value$5.5M (+$339.2K)
Filed 2026-10-08
RHL Group, LLC
INCREASED
Shares20,817 from 4,978
Change+15,839 (+318%)
Value$5.5M (+$1.7M)
Filed 2026-11-04
PW Nova Financial Services LLC
INCREASED
Shares20,790 from 5,617
Change+15,173 (+270%)
Value$5.5M (+$1.2M)
Filed 2026-10-15
Tema Etfs LLC
INCREASED
Shares20,723 from 4,166
Change+16,557 (+397%)
Value$5.5M (+$2.3M)
Filed 2026-10-16
Plato Investment Management Ltd
NEW
Shares20,521
Change+20,521
Value$5.5M
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares20,240 from 5,181
Change+15,059 (+291%)
Value$5.4M (+$1.4M)
Filed 2026-11-03
Lewis Asset Management, LLC
INCREASED
Shares19,970 from 4,904
Change+15,066 (+307%)
Value$5.3M (+$1.5M)
Filed 2026-10-14
Wespac Advisors SoCal, LLC
DECREASED
Shares19,888 from 20,412
Change-524 (-3%)
Value$5.3M (+$1.4M)
Filed 2026-10-13
Gateway Investment Advisers LLC
INCREASED
Shares19,878 from 4,180
Change+15,698 (+376%)
Value$5.3M (+$2.1M)
Filed 2026-10-13
AlpInvest Partners B.V.
INCREASED
Shares19,850 from 6,121
Change+13,729 (+224%)
Value$5.3M (+$584.1K)
Filed 2026-11-06
Verdence Capital Advisors LLC
INCREASED
Shares19,606 from 2,762
Change+16,844 (+610%)
Value$5.2M (+$3.1M)
Filed 2026-10-26
Cooper Financial Group
INCREASED
Shares19,479 from 4,403
Change+15,076 (+342%)
Value$5.2M (+$1.8M)
Filed 2026-10-07
Bokf, NA
INCREASED
Shares19,464 from 3,320
Change+16,144 (+486%)
Value$5.2M (+$2.6M)
Filed 2026-10-27
Capital Advisors Wealth Management, LLC
INCREASED
Shares19,292 from 4,854
Change+14,438 (+297%)
Value$5.1M (+$1.4M)
Filed 2026-10-09
Ariose Capital Management Ltd
NEW
Shares19,284
Change+19,284
Value$5.1M
Filed 2026-11-02
Beese Fulmer Investment Management, Inc.
INCREASED
Shares19,233 from 4,828
Change+14,405 (+298%)
Value$5.1M (+$1.4M)
Filed 2026-10-23
Private Advisory Group LLC
INCREASED
Shares19,159 from 1,623
Change+17,536 (+1080%)
Value$5.1M (+$3.8M)
Filed 2026-11-06
Convergence Financial, LLC
INCREASED
Shares19,150 from 9,909
Change+9,241 (+93%)
Value$5.1M (-$2.5M)
Filed 2026-10-27
FNY Investment Advisers, LLC
INCREASED
Shares19,000 from 3,200
Change+15,800 (+494%)
Value$5.0M (+$4.4M)
Filed 2026-10-16
Fairvoy Private Wealth, LLC
INCREASED
Shares18,965 from 4,447
Change+14,518 (+326%)
Value$5.0M (+$1.6M)
Filed 2026-10-19
Ascentis Independent Advisors
INCREASED
Shares18,855 from 214
Change+18,641 (+8711%)
Value$5.0M (+$4.8M)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares18,813 from 4,535
Change+14,278 (+315%)
Value$5.0M (+$1.5M)
Filed 2026-11-05
Summit Place Financial Advisors, LLC
INCREASED
Shares18,732 from 5,421
Change+13,311 (+246%)
Value$5.0M (+$822.3K)
Filed 2026-10-23
Principle Wealth Partners LLC
INCREASED
Shares18,622 from 4,755
Change+13,867 (+292%)
Value$4.9M (+$1.3M)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares18,602 from 4,151
Change+14,451 (+348%)
Value$4.9M (+$1.7M)
Filed 2026-11-02
Interchange Capital Partners, LLC
INCREASED
Shares18,567 from 4,807
Change+13,760 (+286%)
Value$4.9M (+$1.3M)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares18,417 from 5,794
Change+12,623 (+218%)
Value$4.9M (+$454.3K)
Filed 2026-10-21
Xcel Wealth Management, LLC
INCREASED
Shares18,408 from 5,140
Change+13,268 (+258%)
Value$4.9M (+$951.0K)
Filed 2026-10-26
Roberts Wealth Advisors, LLC
INCREASED
Shares18,237 from 4,630
Change+13,607 (+294%)
Value$4.8M (+$1.3M)
Filed 2026-10-14
Great Lakes Retirement, Inc.
INCREASED
Shares18,219 from 4,488
Change+13,731 (+306%)
Value$4.8M (+$1.4M)
Filed 2026-10-26
Jessup Wealth Management, Inc
INCREASED
Shares18,149 from 4,716
Change+13,433 (+285%)
Value$4.8M (+$1.2M)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares18,146 from 4,044
Change+14,102 (+349%)
Value$4.8M (+$1.7M)
Filed 2026-11-05
Trek Financial, LLC
INCREASED
Shares18,059 from 470
Change+17,589 (+3742%)
Value$4.8M (+$4.4M)
Filed 2026-10-29
Lyell Wealth Management, LP
INCREASED
Shares17,822 from 4,080
Change+13,742 (+337%)
Value$4.7M (+$1.6M)
Filed 2026-10-30
Alps Advisors Inc
INCREASED
Shares17,737 from 5,336
Change+12,401 (+232%)
Value$4.7M (+$623.8K)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
INCREASED
Shares17,663 from 4,502
Change+13,161 (+292%)
Value$4.7M (+$1.2M)
Filed 2026-10-27
CWA Asset Management Group, LLC
INCREASED
Shares17,654 from 4,233
Change+13,421 (+317%)
Value$4.7M (+$1.4M)
Filed 2026-10-19
Neville Rodie & Shaw Inc
INCREASED
Shares17,620 from 4,465
Change+13,155 (+295%)
Value$4.7K (+$1.3K)
Filed 2026-10-05
Ascentis Wealth Management, LLC
INCREASED
Shares17,585 from 5,445
Change+12,140 (+223%)
Value$4.7M (+$500.4K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares17,491 from 18,024
Change-533 (-3%)
Value$4.5M (+$1.2M)
Filed 2026-10-27
Diversified Trust Co
INCREASED
Shares17,226 from 3,469
Change+13,757 (+397%)
Value$4.6M (+$1.9M)
Filed 2026-11-06
Zullo Investment Group, Inc.
INCREASED
Shares17,216 from 4,381
Change+12,835 (+293%)
Value$4.6M (+$1.2M)
Filed 2026-10-20
KMG Fiduciary Partners, LLC
INCREASED
Shares17,202 from 4,164
Change+13,038 (+313%)
Value$4.6M (+$1.4M)
Filed 2026-10-14
Integrated Financial Solutions, Inc.
INCREASED
Shares17,179 from 4,830
Change+12,349 (+256%)
Value$4.5M (+$862.2K)
Filed 2026-10-09
Meridian Financial Partners LLC
DECREASED
Shares17,071 from 18,544
Change-1,473 (-8%)
Value$4.2M (+$340.8K)
Filed 2026-10-23
Verus Capital Partners, LLC
INCREASED
Shares17,029 from 1,380
Change+15,649 (+1134%)
Value$4.5M (+$3.5M)
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares16,935 from 4,559
Change+12,376 (+271%)
Value$4.5M (+$1.0M)
Filed 2026-10-14
Herbst Group, LLC
INCREASED
Shares16,850 from 5,850
Change+11,000 (+188%)
Value$4.5M (-$3.7K)
Filed 2026-10-20
Rakuten Securities, Inc.
INCREASED
Shares16,844 from 1,689
Change+15,155 (+897%)
Value$4.5M (+$3.2M)
Filed 2026-11-02
Harmony Asset Management LLC
INCREASED
Shares16,804 from 4,201
Change+12,603 (+300%)
Value$4.4M (+$1.2M)
Filed 2026-10-20
Icici Prudential Asset Management Co Ltd
INCREASED
Shares16,710 from 4,210
Change+12,500 (+297%)
Value$4.4M (+$1.2M)
Filed 2026-11-06
Moors & Cabot, Inc.
INCREASED
Shares16,481 from 3,563
Change+12,918 (+363%)
Value$4.4M (+$1.6M)
Filed 2026-11-06
Greenleaf Trust
INCREASED
Shares16,433 from 3,970
Change+12,463 (+314%)
Value$4.4M (+$1.3M)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares16,357 from 4,450
Change+11,907 (+268%)
Value$4.3M (+$934.5K)
Filed 2026-10-20
KRS Capital Management, LLC
INCREASED
Shares16,316 from 4,091
Change+12,225 (+299%)
Value$4.3M (+$1.2M)
Filed 2026-10-16
AXS Investments LLC
INCREASED
Shares16,249 from 4,444
Change+11,805 (+266%)
Value$4.3M (+$910.5K)
Filed 2026-11-04
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares16,216 from 1,541
Change+14,675 (+952%)
Value$4.3M (+$3.1M)
Filed 2026-10-14
Fortem Financial Group, LLC
INCREASED
Shares16,149 from 3,956
Change+12,193 (+308%)
Value$4.3M (+$1.3M)
Filed 2026-10-20
Elevated Private Wealth, LLC
INCREASED
Shares16,149 from 4,224
Change+11,925 (+282%)
Value$4.3M (+$1.1M)
Filed 2026-10-15
Generali Investments, Management Co LLC
INCREASED
Shares16,126 from 3,659
Change+12,467 (+341%)
Value$4.3M (+$1.5M)
Filed 2026-10-19
Rydar Equities, Inc.
DECREASED
Shares16,032 from 16,072
Change-40 (0%)
Value$4.3M (+$983.0K)
Filed 2026-10-13
Fiduciary Alliance LLC
INCREASED
Shares16,027 from 3,969
Change+12,058 (+304%)
Value$4.2M (+$1.2M)
Filed 2026-10-13
Essex Investment Management Co LLC
INCREASED
Shares16,017 from 4,169
Change+11,848 (+284%)
Value$4.2M (+$1.1M)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
INCREASED
Shares15,995 from 3,802
Change+12,193 (+321%)
Value$4.2M (+$1.3M)
Filed 2026-10-22
Nvwm, LLC
INCREASED
Shares15,953 from 4,037
Change+11,916 (+295%)
Value$4.2M (+$1.1M)
Filed 2026-10-14
Vantage Investment Partners, LLC
NEW
Shares15,908
Change+15,908
Value$4.2M
Filed 2026-10-27
SLT Holdings LLC
INCREASED
Shares15,908 from 4,547
Change+11,361 (+250%)
Value$4.2M (+$3.3M)
Filed 2026-10-15
First Citizens Bank & Trust Co
INCREASED
Shares15,891 from 501
Change+15,390 (+3072%)
Value$4.2M (+$3.8M)
Filed 2026-10-14
Columbia Bank
INCREASED
Shares15,835 from 3,961
Change+11,874 (+300%)
Value$4.2M (+$1.2M)
Filed 2026-10-29
Castle Rock Wealth Management, LLC
INCREASED
Shares15,783 from 5,630
Change+10,153 (+180%)
Value$4.4M (+$50.7K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
INCREASED
Shares15,671 from 3,931
Change+11,740 (+299%)
Value$4.1M (+$1.1M)
Filed 2026-10-30
Primoris Wealth Advisors, LLC
INCREASED
Shares15,555 from 1,242
Change+14,313 (+1152%)
Value$4.1M (+$3.2M)
Filed 2026-10-28
Opinicus Capital, Inc.
INCREASED
Shares15,436 from 4,401
Change+11,035 (+251%)
Value$4.1M (+$728.1K)
Filed 2026-10-28
Meridian Investment Counsel Inc.
INCREASED
Shares15,399 from 5,745
Change+9,654 (+168%)
Value$4.1M (-$307.4K)
Filed 2026-10-14
Sage Capital Management, LLC
INCREASED
Shares15,345 from 3,762
Change+11,583 (+308%)
Value$4.1M (+$1.2M)
Filed 2026-10-20
Azzad Asset Management Inc
INCREASED
Shares15,223 from 2,916
Change+12,307 (+422%)
Value$4.0M (+$1.8M)
Filed 2026-11-04
Joel Isaacson & Co., LLC
INCREASED
Shares15,133 from 3,722
Change+11,411 (+307%)
Value$4.0M (+$1.2M)
Filed 2026-11-05
Tempo Wealth, LLC
INCREASED
Shares15,129 from 3,688
Change+11,441 (+310%)
Value$4.0M (+$1.2M)
Filed 2026-10-14
Schear Investment Advisers, LLC
INCREASED
Shares15,129 from 7,624
Change+7,505 (+98%)
Value$4.0M (-$1.8M)
Filed 2026-10-14
Eos Management, L.P.
INCREASED
Shares15,124 from 3,781
Change+11,343 (+300%)
Value$4.0M (+$1.1M)
Filed 2026-10-27
Elyxium Wealth, LLC
INCREASED
Shares15,103 from 3,756
Change+11,347 (+302%)
Value$4.0M (+$1.1M)
Filed 2026-10-27
Capelight Capital Asset Management LP
INCREASED
Shares15,000 from 2,000
Change+13,000 (+650%)
Value$4.0M (+$2.4M)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares14,982 from 4,072
Change+10,910 (+268%)
Value$4.0M (+$858.8K)
Filed 2026-10-13
Steinberganna Wealth Management
INCREASED
Shares14,906 from 4,865
Change+10,041 (+206%)
Value$3.9M (+$233.7K)
Filed 2026-10-23
Davenport & Co LLC
DECREASED
Shares14,839 from 15,868
Change-1,029 (-6%)
Value$3.9M (+$901.2K)
Filed 2026-10-14
City Holding Co
INCREASED
Shares14,826 from 3,635
Change+11,191 (+308%)
Value$3.9M (+$1.2M)
Filed 2026-10-19
Norden Group LLC
INCREASED
Shares14,810 from 3,796
Change+11,014 (+290%)
Value$3.9M (+$1.0M)
Filed 2026-10-20
Milestone Asset Management, LLC
INCREASED
Shares14,789 from 3,959
Change+10,830 (+274%)
Value$3.9M (+$3.2M)
Filed 2026-10-15
Telos Capital Management, Inc.
INCREASED
Shares14,786 from 3,891
Change+10,895 (+280%)
Value$3.9M (+$945.2K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares14,621 from 3,997
Change+10,624 (+266%)
Value$3.9M (+$820.6K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares14,619 from 3,552
Change+11,067 (+312%)
Value$3.9M (+$1.2M)
Filed 2026-10-21
SAX Wealth Advisors, LLC
INCREASED
Shares14,614 from 2,804
Change+11,810 (+421%)
Value$3.9M (+$2.8M)
Filed 2026-10-13
Wakefield Asset Management Lllp
INCREASED
Shares14,528 from 3,627
Change+10,901 (+301%)
Value$3.8M (+$1.1M)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares14,478 from 443
Change+14,035 (+3168%)
Value$3.8M (+$3.5M)
Filed 2026-11-03
Stablepoint Partners, LLC
INCREASED
Shares14,362 from 4,330
Change+10,032 (+232%)
Value$3.8M (+$497.9K)
Filed 2026-11-03
Evergreen Capital Management LLC
INCREASED
Shares14,353 from 3,327
Change+11,026 (+331%)
Value$3.8M (+$1.3M)
Filed 2026-10-23
Tuttle Capital Management, LLC
NEW
Shares14,292
Change+14,292
Value$3.8M
Filed 2026-10-21
Clear Creek Financial Management, LLC
INCREASED
Shares14,242 from 9,945
Change+4,297 (+43%)
Value$3.8M (-$3.8M)
Filed 2026-10-28
Robbins Farley
INCREASED
Shares14,226 from 5,801
Change+8,425 (+145%)
Value$3.8M (-$660.6K)
Filed 2026-10-21
Fulton Bank, N.A.
INCREASED
Shares14,124 from 3,880
Change+10,244 (+264%)
Value$3.7M (+$778.3K)
Filed 2026-10-14
Juno Financial Group LLC
INCREASED
Shares14,115 from 3,625
Change+10,490 (+289%)
Value$3.7M (+$970.6K)
Filed 2026-10-27
Mainstream Capital Management LLC
INCREASED
Shares14,033 from 3,458
Change+10,575 (+306%)
Value$3.7M (+$1.1M)
Filed 2026-10-23
Westside Investment Management, Inc.
INCREASED
Shares13,989 from 4,492
Change+9,497 (+211%)
Value$3.7M (+$286.2K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares13,956 from 2,939
Change+11,017 (+375%)
Value$3.7M (+$1.5M)
Filed 2026-10-23
Third View Private Wealth, LLC
INCREASED
Shares13,909 from 3,302
Change+10,607 (+321%)
Value$3.7M (+$1.2M)
Filed 2026-10-30
Signature Wealth Management Partners, LLC
INCREASED
Shares13,881 from 3,435
Change+10,446 (+304%)
Value$3.7M (+$1.1M)
Filed 2026-10-21
Kennedy Investment Group, Inc.
INCREASED
Shares13,856 from 3,464
Change+10,392 (+300%)
Value$3.7M (+$1.0M)
Filed 2026-10-21
Investment Partners, Ltd.
INCREASED
Shares13,848 from 1,731
Change+12,117 (+700%)
Value$3.7M (+$2.3M)
Filed 2026-10-29
Procyon Advisors, LLC
INCREASED
Shares13,660 from 5,386
Change+8,274 (+154%)
Value$3.6M (-$493.8K)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares13,634 from 3,402
Change+10,232 (+301%)
Value$3.6M (+$1.0M)
Filed 2026-10-14
Little House Capital LLC
INCREASED
Shares13,594 from 3,972
Change+9,622 (+242%)
Value$3.6M (+$567.8K)
Filed 2026-11-06
Means Investment Co., Inc.
INCREASED
Shares13,553 from 3,398
Change+10,155 (+299%)
Value$3.6M (+$995.0K)
Filed 2026-11-03
Everhart Financial Group, Inc.
INCREASED
Shares13,515 from 3,185
Change+10,330 (+324%)
Value$3.6M (+$1.1M)
Filed 2026-10-08
Doliver Advisors, LP
INCREASED
Shares13,500 from 4,474
Change+9,026 (+202%)
Value$3.6M (+$159.8K)
Filed 2026-10-01
Covea Finance
INCREASED
Shares13,500 from 7,400
Change+6,100 (+82%)
Value$3.6M (-$2.1M)
Filed 2026-10-21
Pathway Wealth Management LLC
INCREASED
Shares13,473 from 3,337
Change+10,136 (+304%)
Value$3.6M (+$1.0M)
Filed 2026-10-19
Greater Midwest Financial Group, LLC
INCREASED
Shares13,407 from 4,752
Change+8,655 (+182%)
Value$3.5M (-$77.0K)
Filed 2026-10-13
Braeburn Wealth Management LLC
INCREASED
Shares13,379 from 2,418
Change+10,961 (+453%)
Value$3.5M (+$1.7M)
Filed 2026-10-15
Madden Securities Corp
INCREASED
Shares13,354 from 3,411
Change+9,943 (+292%)
Value$3.5M (+$932.4K)
Filed 2026-10-27
Earned Wealth Advisors, LLC
INCREASED
Shares13,345 from 3,499
Change+9,846 (+281%)
Value$3.5M (+$862.9K)
Filed 2026-11-06
Capital Investment Advisors, LLC
INCREASED
Shares13,329 from 3,331
Change+9,998 (+300%)
Value$3.5M (+$986.8K)
Filed 2026-10-22
Parsons Capital Management Inc
INCREASED
Shares13,287 from 3,353
Change+9,934 (+296%)
Value$3.5M (+$958.9K)
Filed 2026-10-28
Green Alpha Advisors, LLC
INCREASED
Shares13,241 from 3,677
Change+9,564 (+260%)
Value$3.5M (+$699.5K)
Filed 2026-10-08
Claro Advisors Inc.
INCREASED
Shares13,198 from 2,825
Change+10,373 (+367%)
Value$3.5M (+$1.3M)
Filed 2026-11-02
Vertrix Wealth Management, LLC
INCREASED
Shares13,139 from 3,979
Change+9,160 (+230%)
Value$3.5M (+$441.9K)
Filed 2026-10-13
Dedeker Financial LLC
INCREASED
Shares13,068 from 3,173
Change+9,895 (+312%)
Value$3.5M (+$1.0M)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares13,038 from 12,281
Change+757 (+6%)
Value$9.9M (+$578.1K)
Filed 2026-11-06
Blue Line Capital, LLC / IL
INCREASED
Shares12,956 from 4,028
Change+8,928 (+222%)
Value$3.4M (+$356.2K)
Filed 2026-11-04
Redmond Asset Management, LLC
INCREASED
Shares12,866 from 3,318
Change+9,548 (+288%)
Value$3.4M (+$874.2K)
Filed 2026-10-27
Victory Financial Group, LLC
INCREASED
Shares12,834 from 3,397
Change+9,437 (+278%)
Value$3.4M (+$805.4K)
Filed 2026-10-27
Balboa Wealth Partners
INCREASED
Shares12,831 from 3,005
Change+9,826 (+327%)
Value$3.4M (+$1.1M)
Filed 2026-10-20
Legacy Financial Independent Advisors LLC
INCREASED
Shares12,745 from 3,915
Change+8,830 (+226%)
Value$3.4M (+$386.5K)
Filed 2026-11-02
Cohen Investment Advisors LLC
INCREASED
Shares12,731 from 1,046
Change+11,685 (+1117%)
Value$3.4M (+$2.6M)
Filed 2026-10-20
CRA Financial Services, LLC
INCREASED
Shares12,700 from 3,176
Change+9,524 (+300%)
Value$3.4M (+$938.7K)
Filed 2026-10-16
Putney Financial Group LLC
INCREASED
Shares12,663 from 3,130
Change+9,533 (+305%)
Value$3.4M (+$963.9K)
Filed 2026-10-30
Cornerstone Advisory, LLC
INCREASED
Shares12,608 from 3,773
Change+8,835 (+234%)
Value$3.3M (+$458.7K)
Filed 2026-11-06
Mezzasalma Advisors, LLC
INCREASED
Shares12,584 from 3,139
Change+9,445 (+301%)
Value$3.3M (+$936.1K)
Filed 2026-10-14
J. Safra Sarasin Holding AG
INCREASED
Shares12,506 from 4,230
Change+8,276 (+196%)
Value$3.3M (+$82.2K)
Filed 2026-10-26
Aviso Wealth Management
INCREASED
Shares12,497 from 3,133
Change+9,364 (+299%)
Value$3.3M (+$917.7K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares12,482 from 3,279
Change+9,203 (+281%)
Value$3.3M (+$802.2K)
Filed 2026-10-13
Zions Bancorporation, National Association
INCREASED
Shares12,477 from 1,883
Change+10,594 (+563%)
Value$3.3M (+$1.9M)
Filed 2026-11-06
Essential Investment Partners LLC
INCREASED
Shares12,377 from 3,781
Change+8,596 (+227%)
Value$3.3M (+$391.4K)
Filed 2026-10-27
Masterinvest Kapitalanlage GmbH
INCREASED
Shares12,273 from 941
Change+11,332 (+1204%)
Value$3.2M (+$2.5M)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares12,252 from 3,082
Change+9,170 (+298%)
Value$3.2M (+$891.9K)
Filed 2026-10-28
Meadowbrook Wealth Management, LLC
INCREASED
Shares12,206 from 2,549
Change+9,657 (+379%)
Value$3.2M (+$1.3M)
Filed 2026-10-08
Integrity Alliance, Llc.
INCREASED
Shares12,148 from 4,621
Change+7,527 (+163%)
Value$3.2M (-$310.3K)
Filed 2026-10-29
Ticino Wealth
INCREASED
Shares12,088 from 2,995
Change+9,093 (+304%)
Value$3.2M (+$914.7K)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares12,053 from 1,697
Change+10,356 (+610%)
Value$3.2M (+$1.9M)
Filed 2026-11-04
Summit Wealth Group LLC / Co
INCREASED
Shares12,038 from 1,576
Change+10,462 (+664%)
Value$3.2M (+$2.0M)
Filed 2026-10-29
Perpetual Ltd
INCREASED
Shares12,033 from 2,210
Change+9,823 (+444%)
Value$3.2M (+$1.5M)
Filed 2026-10-13
Miller Financial Services LLC
INCREASED
Shares12,030 from 3,053
Change+8,977 (+294%)
Value$3.2M (+$855.1K)
Filed 2026-10-20
Aldebaran Financial Inc.
INCREASED
Shares11,919 from 3,016
Change+8,903 (+295%)
Value$3.2M (+$853.9K)
Filed 2026-11-06
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares11,909 from 2,910
Change+8,999 (+309%)
Value$3.2M (+$934.9K)
Filed 2026-10-15
Bison Wealth, LLC
INCREASED
Shares11,880 from 10,632
Change+1,248 (+12%)
Value$3.1M (+$1.0M)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares11,822 from 3,079
Change+8,743 (+284%)
Value$3.1M (+$780.2K)
Filed 2026-11-04
Confluence Wealth Services, Inc.
INCREASED
Shares11,773 from 2,989
Change+8,784 (+294%)
Value$3.1M (+$835.9K)
Filed 2026-11-05
Jacksonville Wealth Management, LLC
INCREASED
Shares11,768 from 2,940
Change+8,828 (+300%)
Value$3.1M (+$871.9K)
Filed 2026-10-30
RDA Financial Network
INCREASED
Shares11,740 from 3,393
Change+8,347 (+246%)
Value$3.1M (+$518.8K)
Filed 2026-10-15
Disciplined Equity Management, Inc.
INCREASED
Shares11,608 from 2,932
Change+8,676 (+296%)
Value$3.1M (+$835.7K)
Filed 2026-10-14
Eastern Bank
INCREASED
Shares11,539 from 2,134
Change+9,405 (+441%)
Value$3.1M (+$1.4M)
Filed 2026-10-05
Directional Asset Management
INCREASED
Shares11,488 from 2,907
Change+8,581 (+295%)
Value$3.0M (+$823.0K)
Filed 2026-10-22
Strong Retirement Solutions LLC
INCREASED
Shares11,471 from 3,700
Change+7,771 (+210%)
Value$3.0M (+$213.3K)
Filed 2026-10-07
Soltis Investment Advisors LLC
INCREASED
Shares11,448 from 2,670
Change+8,778 (+329%)
Value$3.0M (+$993.1K)
Filed 2026-10-28
Midwest Trust Co
INCREASED
Shares11,377 from 3,576
Change+7,801 (+218%)
Value$3.0M (+$283.1K)
Filed 2026-10-22
Granite Islands Private Wealth, LLC
INCREASED
Shares11,347 from 2,567
Change+8,780 (+342%)
Value$3.0M (+$1.0M)
Filed 2026-10-16
Huntleigh Advisors, Inc.
INCREASED
Shares11,287 from 3,084
Change+8,203 (+266%)
Value$3.0M (+$634.7K)
Filed 2026-11-03
Altman Advisors, Inc.
INCREASED
Shares11,267 from 2,843
Change+8,424 (+296%)
Value$3.0M (+$813.3K)
Filed 2026-11-05
Park Capital Management, LLC / WI
NEW
Shares11,204
Change+11,204
Value$3.0M
Filed 2026-10-13
TrueMark Investments, LLC
INCREASED
Shares11,202 from 2,968
Change+8,234 (+277%)
Value$3.0M (+$700.7K)
Filed 2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED
Shares11,189 from 3,013
Change+8,176 (+271%)
Value$3.0M (+$662.9K)
Filed 2026-10-16
Allen Capital Group, LLC
INCREASED
Shares11,161 from 2,874
Change+8,287 (+288%)
Value$3.0M (+$761.6K)
Filed 2026-10-27
BankPlus Trust Department
INCREASED
Shares11,119 from 2,779
Change+8,340 (+300%)
Value$2.9M (+$823.0K)
Filed 2026-11-06
Trust Asset Management LLC
INCREASED
Shares11,016 from 2,754
Change+8,262 (+300%)
Value$2.9M (+$814.8K)
Filed 2026-11-03
S.A. Mason LLC
INCREASED
Shares11,016 from 2,759
Change+8,257 (+299%)
Value$2.9M (+$811.0K)
Filed 2026-10-13
Cornerstone Enterprises, LLC
INCREASED
Shares11,004 from 5,041
Change+5,963 (+118%)
Value$2.9M (+$2.0M)
Filed 2026-10-15
Hoey Investments, Inc
INCREASED
Shares10,918 from 2,142
Change+8,776 (+410%)
Value$2.9M (+$1.3M)
Filed 2026-10-29
Sycomore Asset Management
UNCHANGED
Shares10,854 from 10,854
Change0 (0%)
Value$7.3K ($0)
Filed 2026-10-26
Woodward Diversified Capital, LLC
INCREASED
Shares10,852 from 2,713
Change+8,139 (+300%)
Value$2.9M (+$802.7K)
Filed 2026-10-21
Lantern Wealth Advisors, LLC
INCREASED
Shares10,828 from 2,679
Change+8,149 (+304%)
Value$2.9M (+$822.3K)
Filed 2026-10-22
Werlinich Asset Management, LLC
INCREASED
Shares10,768 from 2,692
Change+8,076 (+300%)
Value$2.9M (+$796.5K)
Filed 2026-10-09
Certuity, LLC
INCREASED
Shares10,710 from 3,749
Change+6,961 (+186%)
Value$3.3M (+$536.5K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares10,655 from 4,084
Change+6,571 (+161%)
Value$2.8M (-$295.7K)
Filed 2026-10-29
Avestar Capital, LLC
INCREASED
Shares10,618 from 4,882
Change+5,736 (+117%)
Value$2.8M (-$914.4K)
Filed 2026-10-28
First Pacific Financial
INCREASED
Shares10,515 from 2,682
Change+7,833 (+292%)
Value$2.8M (+$737.1K)
Filed 2026-10-14
Legacy Wealth Asset Management, LLC
INCREASED
Shares10,460 from 2,721
Change+7,739 (+284%)
Value$2.8M (+$692.8K)
Filed 2026-10-09
Fisher Asset Management, LLC
INCREASED
Shares10,410 from 3,445
Change+6,965 (+202%)
Value$2.8M (+$126.5K)
Filed 2026-11-06
Beacon Financial Advisory LLC
INCREASED
Shares10,259 from 2,809
Change+7,450 (+265%)
Value$2.7M (+$572.4K)
Filed 2026-10-16
Odyssey Capital Advisors, Inc.
INCREASED
Shares10,244 from 2,597
Change+7,647 (+294%)
Value$2.7M (+$730.2K)
Filed 2026-10-26
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED
Shares10,200 from 2,800
Change+7,400 (+264%)
Value$2.7M (+$2.7M)
Filed 2026-10-22
Wisconsin Wealth Advisors, LLC
INCREASED
Shares10,119 from 2,518
Change+7,601 (+302%)
Value$2.7M (+$757.6K)
Filed 2026-10-08
Legacy Financial Strategies, LLC
INCREASED
Shares10,119 from 2,640
Change+7,479 (+283%)
Value$2.7M (+$664.3K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares10,044 from 2,740
Change+7,304 (+267%)
Value$2.7M (+$568.1K)
Filed 2026-10-21
Triad Wealth Partners, LLC
DECREASED
Shares10,034 from 10,190
Change-156 (-2%)
Value$2.7M (+$592.6K)
Filed 2026-10-26
Western Financial Corp
INCREASED
Shares9,982 from 2,538
Change+7,444 (+293%)
Value$2.6M (+$705.9K)
Filed 2026-10-14
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares9,941 from 2,486
Change+7,455 (+300%)
Value$2.6M (+$734.7K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares9,915 from 2,545
Change+7,370 (+290%)
Value$2.6M (+$682.8K)
Filed 2026-11-04
Weatherly Asset Management L. P.
INCREASED
Shares9,881 from 2,306
Change+7,575 (+328%)
Value$2.6M (+$855.8K)
Filed 2026-10-20
Meridian Management Co
INCREASED
Shares9,875 from 2,884
Change+6,991 (+242%)
Value$2.6M (+$413.5K)
Filed 2026-11-06
Advisory Resource Group
INCREASED
Shares9,842 from 2,867
Change+6,975 (+243%)
Value$2.6M (+$418.2K)
Filed 2026-10-26
BIP Wealth, LLC
INCREASED
Shares9,742 from 2,251
Change+7,491 (+333%)
Value$2.6M (+$861.5K)
Filed 2026-10-22
PDS Planning, Inc
INCREASED
Shares9,689 from 2,459
Change+7,230 (+294%)
Value$2.6M (+$688.6K)
Filed 2026-11-03
Leibman Financial Services, Inc.
INCREASED
Shares9,632 from 3,174
Change+6,458 (+203%)
Value$2.6M (+$128.2K)
Filed 2026-10-13
Kestra Investment Management, LLC
INCREASED
Shares9,620 from 2,026
Change+7,594 (+375%)
Value$2.5M (+$1.0M)
Filed 2026-11-04
World Equity Group, Inc.
INCREASED
Shares9,585 from 2,634
Change+6,951 (+264%)
Value$2.5M (+$501.0K)
Filed 2026-10-14
Howland Capital Management LLC
INCREASED
Shares9,564 from 2,609
Change+6,955 (+267%)
Value$2.5M (+$541.0K)
Filed 2026-10-22
Aire Advisors, LLC
INCREASED
Shares9,509 from 2,628
Change+6,881 (+262%)
Value$2.5M (+$511.8K)
Filed 2026-10-22
Triglav Investments, D.O.O.
NEW
Shares9,480
Change+9,480
Value$2.5M
Filed 2026-11-06
Capital Investment Counsel, Inc
INCREASED
Shares9,468 from 2,507
Change+6,961 (+278%)
Value$2.5M (+$593.5K)
Filed 2026-10-20
Tandem Capital Management Corp
INCREASED
Shares9,420 from 2,742
Change+6,678 (+244%)
Value$2.5M (+$401.4K)
Filed 2026-10-22
Krilogy Financial LLC
INCREASED
Shares9,402 from 2,212
Change+7,190 (+325%)
Value$2.5M (+$784.8K)
Filed 2026-10-13
Cigna Investments Inc
INCREASED
Shares9,373 from 2,375
Change+6,998 (+295%)
Value$2.5M (+$2.5M)
Filed 2026-10-19
Provident Living Financial Services, Inc.
INCREASED
Shares9,339 from 2,351
Change+6,988 (+297%)
Value$2.3M (+$544.6K)
Filed 2026-11-03
Cookson Peirce & Co Inc
INCREASED
Shares9,314 from 1,793
Change+7,521 (+419%)
Value$2.5M (+$1.1M)
Filed 2026-10-30
Centerpoint Advisory Group
INCREASED
Shares9,307 from 2,323
Change+6,984 (+301%)
Value$2.5M (+$691.3K)
Filed 2026-10-23
NTV Asset Management LLC
INCREASED
Shares9,257 from 2,143
Change+7,114 (+332%)
Value$2.5M (+$815.2K)
Filed 2026-10-23
Bochk Asset Management Ltd
INCREASED
Shares9,250 from 4,050
Change+5,200 (+128%)
Value$2.4M (-$641.8K)
Filed 2026-10-29
Valley Brook Capital Group, Inc.
INCREASED
Shares9,180 from 2,290
Change+6,890 (+301%)
Value$2.4M (+$682.8K)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
INCREASED
Shares9,135 from 2,249
Change+6,886 (+306%)
Value$2.4M (+$702.2K)
Filed 2026-10-13
Mindset Wealth Management, LLC
INCREASED
Shares9,123 from 2,303
Change+6,820 (+296%)
Value$2.4M (+$657.8K)
Filed 2026-10-19
True Private Wealth Advisors
INCREASED
Shares9,105 from 978
Change+8,127 (+831%)
Value$2.4M (+$1.7M)
Filed 2026-10-19
Elevation Wealth Management LLC
INCREASED
Shares9,081 from 2,296
Change+6,785 (+296%)
Value$2.4M (+$652.0K)
Filed 2026-11-02
Segment Wealth Management, LLC
INCREASED
Shares9,076 from 2,269
Change+6,807 (+300%)
Value$2.4M (+$671.3K)
Filed 2026-10-26
Crumly & Associates Inc.
INCREASED
Shares9,059 from 2,406
Change+6,653 (+277%)
Value$2.4M (+$562.3K)
Filed 2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares9,032 from 2,415
Change+6,617 (+274%)
Value$2.4M (+$548.2K)
Filed 2026-10-27
Courier Capital LLC
INCREASED
Shares9,030 from 2,303
Change+6,727 (+292%)
Value$2.4M (+$633.2K)
Filed 2026-10-19
Pines Wealth Management, LLC
INCREASED
Shares8,999 from 2,328
Change+6,671 (+287%)
Value$2.4M (+$605.9K)
Filed 2026-10-21
Level Four Advisory Services, LLC
INCREASED
Shares8,989 from 2,330
Change+6,659 (+286%)
Value$2.4M (+$601.7K)
Filed 2026-11-06
Retireful, LLC
INCREASED
Shares8,946 from 1,937
Change+7,009 (+362%)
Value$2.4M (+$890.3K)
Filed 2026-10-09
Jefferies Financial Group Inc.
INCREASED
Shares8,877 from 1,284
Change+7,593 (+591%)
Value$2.4M (+$1.4M)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares8,794 from 2,166
Change+6,628 (+306%)
Value$2.3M (+$675.3K)
Filed 2026-10-26
Redwood Financial Network Corp
INCREASED
Shares8,716 from 2,193
Change+6,523 (+297%)
Value$2.3M (+$634.0K)
Filed 2026-11-03
Martin Capital Advisors, LLP
INCREASED
Shares8,690 from 2,165
Change+6,525 (+301%)
Value$2.3M (+$648.5K)
Filed 2026-10-15
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares8,641 from 2,756
Change+5,885 (+214%)
Value$2.3M (+$184.5K)
Filed 2026-11-02
Congress Park Capital LLC
INCREASED
Shares8,605 from 2,450
Change+6,155 (+251%)
Value$2.3M (+$408.5K)
Filed 2026-10-13
Waterway Wealth Management, LLC
INCREASED
Shares8,468 from 2,103
Change+6,365 (+303%)
Value$2.2M (+$637.0K)
Filed 2026-10-28
FFG Partners, LLC
NEW
Shares8,420
Change+8,420
Value$2.2M
Filed 2026-10-15
QTR Family Wealth, LLC
INCREASED
Shares8,346 from 2,491
Change+5,855 (+235%)
Value$2.2M (+$308.4K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
INCREASED
Shares8,311 from 2,047
Change+6,264 (+306%)
Value$2.2M (+$638.3K)
Filed 2026-11-06
Stone Wealth Partners
NEW
Shares8,236
Change+8,236
Value$2.2M
Filed 2026-11-05
Kesler, Norman & Wride, LLC
INCREASED
Shares8,147 from 1,622
Change+6,525 (+402%)
Value$2.2M (+$919.2K)
Filed 2026-11-06
PFG Advisors
INCREASED
Shares8,117 from 1,964
Change+6,153 (+313%)
Value$2.1M (+$650.2K)
Filed 2026-10-16
Finivi Inc.
NEW
Shares8,079
Change+8,079
Value$2.1M
Filed 2026-10-13
Impact Capital Partners LLC
INCREASED
Shares8,012 from 1,994
Change+6,018 (+302%)
Value$2.1M (+$599.5K)
Filed 2026-10-22
Absolute Capital Management, LLC
NEW
Shares8,004
Change+8,004
Value$2.1M
Filed 2026-10-16
OceanIQ Capital, LLC
INCREASED
Shares7,984 from 6,830
Change+1,154 (+17%)
Value$2.1M (+$569.9K)
Filed 2026-10-19
Aprio Wealth Management, LLC
INCREASED
Shares7,929 from 1,946
Change+5,983 (+307%)
Value$2.1M (+$613.7K)
Filed 2026-10-28
Tobam
INCREASED
Shares7,921 from 1,076
Change+6,845 (+636%)
Value$2.1M (+$2.1M)
Filed 2026-11-03
Argyle Capital Partners, LLC
INCREASED
Shares7,868 from 2,083
Change+5,785 (+278%)
Value$2.1M (+$493.4K)
Filed 2026-10-23
Fire Capital Management LLC
INCREASED
Shares7,855 from 1,775
Change+6,080 (+343%)
Value$2.1M (+$725.0K)
Filed 2026-10-27
StoneX Group Inc.
INCREASED
Shares7,834 from 4,237
Change+3,597 (+85%)
Value$2.1M (-$977.0K)
Filed 2026-11-03
Rhodes Investment Advisors Inc
INCREASED
Shares7,833 from 2,022
Change+5,811 (+287%)
Value$2.1M (+$530.7K)
Filed 2026-10-07
AdvisorNet Financial, Inc
INCREASED
Shares7,832 from 1,841
Change+5,991 (+325%)
Value$2.0M (+$547.5K)
Filed 2026-10-15
TBH Global Asset Management, LLC
INCREASED
Shares7,825 from 1,969
Change+5,856 (+297%)
Value$2.1M (+$568.7K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
INCREASED
Shares7,789 from 2,427
Change+5,362 (+221%)
Value$2.1M (+$210.4K)
Filed 2026-11-03
Wolff Wiese Magana LLC
INCREASED
Shares7,718 from 1,974
Change+5,744 (+291%)
Value$2.0M (+$536.9K)
Filed 2026-10-15
Williams Jones Wealth Management, Llc.
INCREASED
Shares7,650 from 1,800
Change+5,850 (+325%)
Value$2.0M (+$651.7K)
Filed 2026-11-05
United Advisor Group, LLC
INCREASED
Shares7,618 from 1,805
Change+5,813 (+322%)
Value$2.0M (+$639.4K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
INCREASED
Shares7,575 from 1,942
Change+5,633 (+290%)
Value$2.0M (+$523.5K)
Filed 2026-10-16
Compass Financial Management LLC
INCREASED
Shares7,489 from 2,688
Change+4,801 (+179%)
Value$2.0M (+$805.1K)
Filed 2026-10-30
Parcion Private Wealth LLC
INCREASED
Shares7,436 from 1,869
Change+5,567 (+298%)
Value$2.0M (+$542.4K)
Filed 2026-10-28
LeConte Wealth Management, LLC
INCREASED
Shares7,432 from 1,701
Change+5,731 (+337%)
Value$2.0M (+$669.5K)
Filed 2026-10-20
Catalyst Financial Partners LLC
INCREASED
Shares7,416 from 1,616
Change+5,800 (+359%)
Value$2.0M (+$730.2K)
Filed 2026-11-06
Formidable Asset Management, LLC
INCREASED
Shares7,379 from 7,357
Change+22 (+0%)
Value$5.6M (+$2.8M)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares7,319 from 1,786
Change+5,533 (+310%)
Value$1.9M (+$574.7K)
Filed 2026-11-02
Birchbrook, Inc.
INCREASED
Shares7,318 from 1,821
Change+5,497 (+302%)
Value$1.9M (+$547.8K)
Filed 2026-10-14
Hamilton Lane Advisors LLC
NEW
Shares7,305
Change+7,305
Value$1.9M
Filed 2026-10-21
Alta Advisers Ltd
INCREASED
Shares7,294 from 958
Change+6,336 (+661%)
Value$1.9M (+$1.2M)
Filed 2026-11-02
Alessandra Capital Management, LLC
INCREASED
Shares7,279 from 2,367
Change+4,912 (+208%)
Value$1.9M (+$120.8K)
Filed 2026-10-30
Evansbrook LLC
INCREASED
Shares7,269 from 1,826
Change+5,443 (+298%)
Value$1.9M (+$531.0K)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares7,234 from 1,588
Change+5,646 (+356%)
Value$1.9M (+$703.7K)
Filed 2026-10-14
Angeles Wealth Management, LLC
INCREASED
Shares7,198 from 1,904
Change+5,294 (+278%)
Value$1.9M (+$452.7K)
Filed 2026-10-26
Vima LLC
INCREASED
Shares7,157 from 1,809
Change+5,348 (+296%)
Value$1.9M (+$514.3K)
Filed 2026-10-23
DeDora Capital, Inc.
INCREASED
Shares7,114 from 1,765
Change+5,349 (+303%)
Value$1.9M (+$536.4K)
Filed 2026-10-26
626 Financial, LLC
INCREASED
Shares7,052 from 1,791
Change+5,261 (+294%)
Value$1.9M (+$500.2K)
Filed 2026-11-04
Knuff & Co LLC
INCREASED
Shares7,025 from 1,056
Change+5,969 (+565%)
Value$1.9M (+$1.1M)
Filed 2026-11-06
Moody National Bank Trust Division
INCREASED
Shares7,025 from 2,327
Change+4,698 (+202%)
Value$1.9M (+$84.0K)
Filed 2026-10-06
Fulcrum Asset Management LLP
NEW
Shares7,007
Change+7,007
Value$1.8M
Filed 2026-11-04
Teamwork Financial Advisors, LLC
INCREASED
Shares7,004 from 3,449
Change+3,555 (+103%)
Value$1.9M (-$777.8K)
Filed 2026-10-19
Vann Equity Management LLC
INCREASED
Shares6,999 from 1,755
Change+5,244 (+299%)
Value$1.9M (+$513.7K)
Filed 2026-10-08
Commonwealth Financial Services, LLC
INCREASED
Shares6,861 from 1,774
Change+5,087 (+287%)
Value$1.8M (+$462.6K)
Filed 2026-10-20
Money Concepts Capital Corp
INCREASED
Shares6,859 from 1,643
Change+5,216 (+317%)
Value$1.8M (+$562.1K)
Filed 2026-11-06
Keudell ison Wealth Management
INCREASED
Shares6,806 from 1,761
Change+5,045 (+286%)
Value$1.8M (+$458.0K)
Filed 2026-10-16
WoodTrust Financial Corp
INCREASED
Shares6,792 from 1,698
Change+5,094 (+300%)
Value$1.8M (+$1.8M)
Filed 2026-10-09
Northeast Investment Management
INCREASED
Shares6,780 from 1,695
Change+5,085 (+300%)
Value$1.8M (+$501.5K)
Filed 2026-10-30
Security National Bank
INCREASED
Shares6,769 from 1,838
Change+4,931 (+268%)
Value$1.8M (+$389.4K)
Filed 2026-10-26
Independence Bank of Kentucky
INCREASED
Shares6,717 from 1,863
Change+4,854 (+261%)
Value$1.8M (+$356.6K)
Filed 2026-10-26
Calamos Wealth Management LLC
INCREASED
Shares6,706 from 1,674
Change+5,032 (+301%)
Value$1.8M (+$497.9K)
Filed 2026-11-02
Radnor Capital Management, LLC
INCREASED
Shares6,658 from 1,662
Change+4,996 (+301%)
Value$1.8M (+$494.4K)
Filed 2026-10-23
Cap Partners, LLC
INCREASED
Shares6,642 from 1,729
Change+4,913 (+284%)
Value$1.8M (+$439.0K)
Filed 2026-10-19
USA Financial Formulas
NEW
Shares6,487
Change+6,487
Value$1.7M
Filed 2026-10-16
Bell Bank
INCREASED
Shares6,476 from 1,578
Change+4,898 (+310%)
Value$1.7M (+$510.3K)
Filed 2026-10-21
Lederer & Associates Investment Counsel
INCREASED
Shares6,463 from 2,176
Change+4,287 (+197%)
Value$1.7M (+$1.7M)
Filed 2026-10-23
Supplemental Annuity Collective Trust of NJ
INCREASED
Shares6,443 from 1,633
Change+4,810 (+295%)
Value$1.7M (+$459.6K)
Filed 2026-11-02
GAM Holding AG
INCREASED
Shares6,421 from 2,227
Change+4,194 (+188%)
Value$1.7M (+$447)
Filed 2026-11-03
MBL Wealth, LLC
INCREASED
Shares6,404 from 1,379
Change+5,025 (+364%)
Value$1.7M (+$643.1K)
Filed 2026-10-22
Goelzer Investment Management, Inc.
INCREASED
Shares6,397 from 1,605
Change+4,792 (+299%)
Value$1.7M (+$468.8K)
Filed 2026-10-16
Global Financial Private Client, LLC
INCREASED
Shares6,367 from 1,491
Change+4,876 (+327%)
Value$1.7M (+$547.8K)
Filed 2026-10-15
Falcon Wealth Planning
INCREASED
Shares6,313 from 337
Change+5,976 (+1773%)
Value$1.7M (+$1.4M)
Filed 2026-11-06
Emergent Wealth Advisors, LLC
INCREASED
Shares6,288 from 1,579
Change+4,709 (+298%)
Value$1.7M (+$459.7K)
Filed 2026-10-09
Traphagen Investment Advisors LLC
INCREASED
Shares6,250 from 1,285
Change+4,965 (+386%)
Value$1.7M (+$673.7K)
Filed 2026-10-14
Brick & Kyle, Associates
INCREASED
Shares6,240 from 1,560
Change+4,680 (+300%)
Value$1.7M (+$1.0M)
Filed 2026-11-05
Investment Management Corp
INCREASED
Shares6,226 from 1,512
Change+4,714 (+312%)
Value$1.6M (+$494.6K)
Filed 2026-11-03
HBK Sorce Advisory LLC
DECREASED
Shares6,226 from 6,299
Change-73 (-1%)
Value$1.4M (+$30.5K)
Filed 2026-11-06
Clear Wave Wealth Management LLC
INCREASED
Shares6,200 from 1,299
Change+4,901 (+377%)
Value$1.6M (+$650.1K)
Filed 2026-11-04
Variant Private Wealth, LLC
INCREASED
Shares6,180 from 1,545
Change+4,635 (+300%)
Value$1.6M (+$457.1K)
Filed 2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED
Shares6,152 from 1,513
Change+4,639 (+307%)
Value$1.6M (+$474.1K)
Filed 2026-10-19
Regions Financial Corp
INCREASED
Shares6,145 from 1,145
Change+5,000 (+437%)
Value$1.6M (+$753.1K)
Filed 2026-11-05
City State Bank
INCREASED
Shares6,086 from 1,496
Change+4,590 (+307%)
Value$1.6M (+$469.6K)
Filed 2026-10-20
Overbrook Management Corp
INCREASED
Shares6,038 from 2,982
Change+3,056 (+102%)
Value$1.6M (-$677.1K)
Filed 2026-10-08
Galvin, Gaustad & Stein, LLC
INCREASED
Shares5,987 from 1,421
Change+4,566 (+321%)
Value$1.6M (+$501.1K)
Filed 2026-10-08
MCF Advisors LLC
INCREASED
Shares5,960 from 1,488
Change+4,472 (+301%)
Value$1.6M (+$442.4K)
Filed 2026-10-28
CX Institutional
INCREASED
Shares5,915 from 1,309
Change+4,606 (+352%)
Value$1.6K (+$567)
Filed 2026-10-02
Jm2 Capital Inc.
INCREASED
Shares5,912 from 1,448
Change+4,464 (+308%)
Value$1.6M (+$460.2K)
Filed 2026-10-14
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares5,868 from 1,467
Change+4,401 (+300%)
Value$1.6M (+$434.0K)
Filed 2026-10-16
Kercheville Advisors, LLC
INCREASED
Shares5,864 from 360
Change+5,504 (+1529%)
Value$1.6M (+$1.3M)
Filed 2026-10-19
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares5,842 from 1,545
Change+4,297 (+278%)
Value$1.5M (+$367.7K)
Filed 2026-11-04
Simon Quick Advisors, LLC
INCREASED
Shares5,812 from 760
Change+5,052 (+665%)
Value$1.5M (+$958.7K)
Filed 2026-10-26
Inscription Capital, LLC
INCREASED
Shares5,807 from 1,670
Change+4,137 (+248%)
Value$1.5M (+$263.0K)
Filed 2026-11-02
Chicago Trust Co NA
INCREASED
Shares5,795 from 1,617
Change+4,178 (+258%)
Value$1.5M (+$300.2K)
Filed 2026-10-28
Crown Wealth Group, LLC
INCREASED
Shares5,777 from 1,524
Change+4,253 (+279%)
Value$1.5M (+$366.4K)
Filed 2026-10-19
Willner & Heller, LLC
INCREASED
Shares5,766 from 1,605
Change+4,161 (+259%)
Value$1.5M (+$301.7K)
Filed 2026-10-28
Advisory Solutions Group, LLC
NEW
Shares5,696
Change+5,696
Value$1.5M
Filed 2026-10-14
First Community Trust NA
INCREASED
Shares5,628 from 1,407
Change+4,221 (+300%)
Value$1.5M (+$416.3K)
Filed 2026-10-07
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares5,623 from 1,469
Change+4,154 (+283%)
Value$1.5M (+$367.6K)
Filed 2026-10-14
GraniteShares Advisors LLC
INCREASED
Shares5,601 from 1,602
Change+3,999 (+250%)
Value$1.5M (+$260.3K)
Filed 2026-10-29
Old National Bancorp
INCREASED
Shares5,537 from 1,201
Change+4,336 (+361%)
Value$1.5M (+$549.4K)
Filed 2026-10-20
Flagship Wealth Advisors, LLC
INCREASED
Shares5,515 from 1,423
Change+4,092 (+288%)
Value$1.5M (+$374.1K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares5,494 from 1,028
Change+4,466 (+434%)
Value$1.5M (+$670.5K)
Filed 2026-10-14
Evanson Financial, LLC
INCREASED
Shares5,488 from 1,372
Change+4,116 (+300%)
Value$1.5M (+$406.0K)
Filed 2026-10-23
Asset Dedication, LLC
INCREASED
Shares5,412 from 1,360
Change+4,052 (+298%)
Value$1.4M (+$395.0K)
Filed 2026-11-03
South Shore Capital Advisors
INCREASED
Shares5,395 from 1,367
Change+4,028 (+295%)
Value$1.4M (+$385.1K)
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares5,393 from 4,320
Change+1,073 (+25%)
Value$1.4M (+$590.8K)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,376 from 1,324
Change+4,052 (+306%)
Value$1.4M (+$412.9K)
Filed 2026-10-27
Fortress Financial Solutions, LLC
NEW
Shares5,374
Change+5,374
Value$1.4M
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED
Shares5,370 from 1,367
Change+4,003 (+293%)
Value$1.4M (+$378.5K)
Filed 2026-10-08
Trueblood Wealth Management, LLC
INCREASED
Shares5,369 from 1,390
Change+3,979 (+286%)
Value$1.4M (+$360.7K)
Filed 2026-10-23
Aspetuck Financial Management LLC
INCREASED
Shares5,335 from 1,277
Change+4,058 (+318%)
Value$1.4M (+$437.9K)
Filed 2026-11-04
IVC Wealth Advisors LLC
INCREASED
Shares5,330 from 1,387
Change+3,943 (+284%)
Value$1.4M (+$352.6K)
Filed 2026-10-23
Mascagni Wealth Management, Inc.
INCREASED
Shares5,319 from 1,326
Change+3,993 (+301%)
Value$1.4M (+$396.3K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED
Shares5,304 from 1,317
Change+3,987 (+303%)
Value$1.4M (+$398.9K)
Filed 2026-10-16
Roman Butler Fullerton & Co
INCREASED
Shares5,255 from 5,007
Change+248 (+5%)
Value$1.2M (+$257.9K)
Filed 2026-10-27
Fairscale Capital, LLC
INCREASED
Shares5,252 from 1,311
Change+3,941 (+301%)
Value$1.3M (+$314.8K)
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares5,250 from 1,080
Change+4,170 (+386%)
Value$1.4M (+$566.1K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED
Shares5,242 from 1,227
Change+4,015 (+327%)
Value$1.4M (+$451.4K)
Filed 2026-10-23
Asset One Wealth Management LLC
INCREASED
Shares5,242 from 4,521
Change+721 (+16%)
Value$1.4M (+$453.0K)
Filed 2026-11-02
Advisor OS, LLC
INCREASED
Shares5,222 from 1,497
Change+3,725 (+249%)
Value$1.4M (+$240.1K)
Filed 2026-11-03
Clearwave Capital, LLC
INCREASED
Shares5,208 from 1,302
Change+3,906 (+300%)
Value$1.4M (+$385.2K)
Filed 2026-10-27
Shum Financial Group, Inc.
INCREASED
Shares5,201 from 1,253
Change+3,948 (+315%)
Value$1.4M (+$420.8K)
Filed 2026-10-13
TigerOak Management, L.L.C.
INCREASED
Shares5,187 from 1,233
Change+3,954 (+321%)
Value$1.4M (+$432.3K)
Filed 2026-10-23
Glenview Trust Co
INCREASED
Shares5,184 from 1,226
Change+3,958 (+323%)
Value$1.4M (+$436.9K)
Filed 2026-10-28
Millennium Capital Advisors, LLC
INCREASED
Shares5,168 from 1,242
Change+3,926 (+316%)
Value$1.4M (+$420.4K)
Filed 2026-10-16
Compagnie Lombard Odier SCmA
INCREASED
Shares5,150 from 2,345
Change+2,805 (+120%)
Value$1.4M (-$426.1K)
Filed 2026-11-04
Fusion Capital, LLC
INCREASED
Shares5,124 from 1,287
Change+3,837 (+298%)
Value$1.4M (+$374.4K)
Filed 2026-10-28
Orrstown Financial Services Inc
INCREASED
Shares5,116 from 1,284
Change+3,832 (+298%)
Value$1.4M (+$374.6K)
Filed 2026-10-14
Welch & Forbes LLC
INCREASED
Shares5,116 from 1,399
Change+3,717 (+266%)
Value$1.4M (+$286.8K)
Filed 2026-11-04
Trilogy Capital Inc.
INCREASED
Shares5,115 from 1,332
Change+3,783 (+284%)
Value$1.4M (+$337.7K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares5,016 from 1,319
Change+3,697 (+280%)
Value$1.3M (+$321.5K)
Filed 2026-10-14
Smith Salley Wealth Management
INCREASED
Shares5,015 from 1,220
Change+3,795 (+311%)
Value$1.3M (+$396.9K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED
Shares5,012 from 1,036
Change+3,976 (+384%)
Value$1.3M (+$536.3K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares5,006 from 1,035
Change+3,971 (+384%)
Value$1.3M (+$535.6K)
Filed 2026-10-16
Great Lakes Advisors, LLC
INCREASED
Shares4,987 from 948
Change+4,039 (+426%)
Value$1.3M (+$596.9K)
Filed 2026-11-06
Independent Investors Inc
INCREASED
Shares4,980 from 1,245
Change+3,735 (+300%)
Value$1.3M (+$368.3K)
Filed 2026-10-30
High Net Worth Advisory Group LLC
INCREASED
Shares4,975 from 1,250
Change+3,725 (+298%)
Value$1.3M (+$1.1M)
Filed 2026-10-26
First Affirmative Financial Network
NEW
Shares4,971
Change+4,971
Value$1.3M
Filed 2026-10-21
Curbstone Financial Management Corp
INCREASED
Shares4,962 from 1,278
Change+3,684 (+288%)
Value$1.3M (+$338.4K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
INCREASED
Shares4,918 from 1,257
Change+3,661 (+291%)
Value$1.3M (+$342.8K)
Filed 2026-10-19
Rothwell Investment Advisors, LLC
NEW
Shares4,912
Change+4,912
Value$1.3M
Filed 2026-11-06
Personal CFO Solutions, LLC
INCREASED
Shares4,910 from 1,625
Change+3,285 (+202%)
Value$1.3M (+$59.8K)
Filed 2026-11-06
KCM Investment Advisors LLC
INCREASED
Shares4,889 from 1,208
Change+3,681 (+305%)
Value$1.3M (+$372.5K)
Filed 2026-10-27
Wealth Dimensions Group, Ltd.
INCREASED
Shares4,885 from 1,210
Change+3,675 (+304%)
Value$1.3M (+$369.9K)
Filed 2026-11-02
Guardian Asset Advisors, LLC
INCREASED
Shares4,855 from 1,226
Change+3,629 (+296%)
Value$1.3M (+$349.8K)
Filed 2026-10-16
Insight Advisors, LLC/ PA
INCREASED
Shares4,840 from 1,276
Change+3,564 (+279%)
Value$1.3M (+$307.6K)
Filed 2026-10-22
Howard Financial Services, Ltd.
INCREASED
Shares4,835 from 1,023
Change+3,812 (+373%)
Value$1.3M (+$499.4K)
Filed 2026-10-15
Jacobi Capital Management LLC
INCREASED
Shares4,835 from 1,212
Change+3,623 (+299%)
Value$1.3M (+$355.1K)
Filed 2026-11-05
Wright Investors Service Inc
INCREASED
Shares4,826 from 1,821
Change+3,005 (+165%)
Value$1.3M (-$112.0K)
Filed 2026-11-02
SeaBridge Investment Advisors LLC
INCREASED
Shares4,808 from 1,200
Change+3,608 (+301%)
Value$1.3M (+$357.2K)
Filed 2026-11-02
Clarity Wealth Advisors, LLC
INCREASED
Shares4,796 from 1,199
Change+3,597 (+300%)
Value$1.3M (+$354.7K)
Filed 2026-10-21
Greg Jennings, LLC
NEW
Shares4,785
Change+4,785
Value$1.3M
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares4,780 from 526
Change+4,254 (+809%)
Value$1.3M (+$864.1K)
Filed 2026-10-28
Guidance Capital, Inc
DECREASED
Shares4,762 from 4,781
Change-19 (0%)
Value$1.2M (+$177.3K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
INCREASED
Shares4,704 from 205
Change+4,499 (+2195%)
Value$1.2M (+$1.1M)
Filed 2026-10-30
Philip James Wealth Mangement, LLC
INCREASED
Shares4,665 from 1,270
Change+3,395 (+267%)
Value$1.2M (+$265.9K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares4,645 from 1,063
Change+3,582 (+337%)
Value$1.2M (+$418.5K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
INCREASED
Shares4,619 from 1,153
Change+3,466 (+301%)
Value$1.2M (+$368.3K)
Filed 2026-10-22
Atala Financial Inc
INCREASED
Shares4,615 from 1,166
Change+3,449 (+296%)
Value$1.2M (+$332.0K)
Filed 2026-10-22
Global Trust Asset Management, LLC
INCREASED
Shares4,601 from 1,249
Change+3,352 (+268%)
Value$1.2M (+$264.7K)
Filed 2026-10-19
Romano Brothers and Company
INCREASED
Shares4,600 from 1,150
Change+3,450 (+300%)
Value$1.2M (+$340.2K)
Filed 2026-10-22
Avity Investment Management Inc.
INCREASED
Shares4,600 from 1,150
Change+3,450 (+300%)
Value$1.2M (+$340.2K)
Filed 2026-10-09
Csenge Advisory Group
INCREASED
Shares4,549 from 1,233
Change+3,316 (+269%)
Value$1.2M (+$263.3K)
Filed 2026-11-04
Ulland Investment Advisors, LLC
INCREASED
Shares4,540 from 1,055
Change+3,485 (+330%)
Value$1.2M (+$1.2M)
Filed 2026-10-13
Fjell Capital, LLC
INCREASED
Shares4,532 from 914
Change+3,618 (+396%)
Value$1.2M (+$502.3K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares4,504 from 1,088
Change+3,416 (+314%)
Value$1.2M (+$362.1K)
Filed 2026-10-21
Davidson Kahn Capital Management, LLC
INCREASED
Shares4,500 from 1,125
Change+3,375 (+300%)
Value$1.2M (+$332.8K)
Filed 2026-10-26
GFS Advisors, LLC
INCREASED
Shares4,473 from 161
Change+4,312 (+2678%)
Value$1.2M (+$890.2K)
Filed 2026-11-03
Burney Co/
INCREASED
Shares4,454 from 1,847
Change+2,607 (+141%)
Value$1.2M (-$230.4K)
Filed 2026-10-15
Seros Financial, LLC
INCREASED
Shares4,453 from 1,117
Change+3,336 (+299%)
Value$1.2M (+$326.5K)
Filed 2026-10-21
Conning Inc.
INCREASED
Shares4,450 from 1,120
Change+3,330 (+297%)
Value$1.2M (+$323.4K)
Filed 2026-10-27
Arlington Trust Co LLC
INCREASED
Shares4,448 from 222
Change+4,226 (+1904%)
Value$1.2M (+$1.0M)
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED
Shares4,421 from 1,195
Change+3,226 (+270%)
Value$1.2M (+$258.5K)
Filed 2026-10-26
HBW Advisory Services LLC
INCREASED
Shares4,417 from 1,011
Change+3,406 (+337%)
Value$1.2M (+$397.6K)
Filed 2026-10-15
Green Ridge Wealth Planning LLC
INCREASED
Shares4,404 from 1,115
Change+3,289 (+295%)
Value$1.2M (+$315.1K)
Filed 2026-10-08
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED
Shares4,400 from 1,400
Change+3,000 (+214%)
Value$1.2M (+$96.5K)
Filed 2026-11-04
Wealth Effects LLC
INCREASED
Shares4,394 from 946
Change+3,448 (+364%)
Value$1.2M (+$441.4K)
Filed 2026-10-23
Cove Private Wealth, LLC
INCREASED
Shares4,392 from 1,073
Change+3,319 (+309%)
Value$1.2M (+$343.9K)
Filed 2026-10-28
Root Financial Partners, LLC
INCREASED
Shares4,386 from 570
Change+3,816 (+669%)
Value$1.2M (+$726.2K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares4,358 from 1,299
Change+3,059 (+235%)
Value$1.2M (+$162.4K)
Filed 2026-10-15
Paladin Wealth, LLC
INCREASED
Shares4,353 from 1,135
Change+3,218 (+284%)
Value$1.2M (+$286.3K)
Filed 2026-10-23
Westover Capital Advisors, LLC
INCREASED
Shares4,353 from 1,217
Change+3,136 (+258%)
Value$1.2M (+$223.7K)
Filed 2026-10-26
StrongBox Wealth, LLC
INCREASED
Shares4,351 from 792
Change+3,559 (+449%)
Value$1.2M (+$547.6K)
Filed 2026-11-02
Clark Financial Services Group Inc
INCREASED
Shares4,346 from 991
Change+3,355 (+339%)
Value$1.2M (+$394.3K)
Filed 2026-10-19
Morling Financial Advisors, LLC
INCREASED
Shares4,344 from 1,086
Change+3,258 (+300%)
Value$1.2M (+$321.3K)
Filed 2026-10-28
Ballast, Inc.
INCREASED
Shares4,344 from 4,200
Change+144 (+3%)
Value$1.2M (+$348.8K)
Filed 2026-10-20
Central Pacific Bank - Trust Division
INCREASED
Shares4,340 from 202
Change+4,138 (+2049%)
Value$1.1M (+$994.9K)
Filed 2026-10-06
Quadrant Private Wealth Management, LLC
INCREASED
Shares4,336 from 749
Change+3,587 (+479%)
Value$1.1M (+$576.2K)
Filed 2026-11-04
Spear Advisors LLC
INCREASED
Shares4,336 from 1,051
Change+3,285 (+313%)
Value$1.1M (+$345.9K)
Filed 2026-10-27
Formuepleje A/S
INCREASED
Shares4,300 from 1,761
Change+2,539 (+144%)
Value$1.1M (-$205.5K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares4,294 from 970
Change+3,324 (+343%)
Value$1.1M (+$396.6K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares4,280 from 1,138
Change+3,142 (+276%)
Value$1.1M (+$264.7K)
Filed 2026-10-27
Inspirion Wealth Advisors, LLC
INCREASED
Shares4,264 from 1,216
Change+3,048 (+251%)
Value$1.1M (+$189.2K)
Filed 2026-10-09
Kathmere Capital Management, LLC
INCREASED
Shares4,252 from 1,076
Change+3,176 (+295%)
Value$1.1M (+$304.6K)
Filed 2026-10-20
Baron Wealth Management LLC
INCREASED
Shares4,249 from 1,035
Change+3,214 (+311%)
Value$1.1M (+$335.1K)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares4,223 from 338
Change+3,885 (+1149%)
Value$1.1M (+$860.3K)
Filed 2026-10-14
Sound Income Strategies, LLC
INCREASED
Shares4,220 from 1,088
Change+3,132 (+288%)
Value$1.1M (+$279.2K)
Filed 2026-10-09
Sunpointe, LLC
INCREASED
Shares4,216 from 1,192
Change+3,024 (+254%)
Value$1.1M (+$206.5K)
Filed 2026-10-22
Murphy & Mullick Capital Management Corp
INCREASED
Shares4,213 from 1,072
Change+3,141 (+293%)
Value$1.1M (+$297.3K)
Filed 2026-11-02
Goldenstone Wealth Management LLC
INCREASED
Shares4,197 from 1,044
Change+3,153 (+302%)
Value$1.1M (+$314.6K)
Filed 2026-11-04
Quantum Financial Partners LLC
INCREASED
Shares4,188 from 1,023
Change+3,165 (+309%)
Value$1.1M (+$328.1K)
Filed 2026-10-19
Visionary Wealth Advisors
INCREASED
Shares4,184 from 2,372
Change+1,812 (+76%)
Value$1.1M (-$702.5K)
Filed 2026-11-04
Intrua Financial, LLC
INCREASED
Shares4,168 from 1,049
Change+3,119 (+297%)
Value$1.1M (+$903.3K)
Filed 2026-10-28
Jeppson Wealth Management, LLC
INCREASED
Shares4,166 from 1,051
Change+3,115 (+296%)
Value$1.1M (+$300.9K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares4,118 from 732
Change+3,386 (+463%)
Value$1.1M (+$531.6K)
Filed 2026-10-29
Moneco Advisors, LLC
INCREASED
Shares4,100 from 749
Change+3,351 (+447%)
Value$1.1M (+$513.9K)
Filed 2026-11-05
Sanders Morris Harris LLC
NEW
Shares4,080
Change+4,080
Value$1.1M
Filed 2026-10-14
Meridian Financial Advisors, LLC
INCREASED
Shares4,068 from 978
Change+3,090 (+316%)
Value$1.1M (+$330.7K)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares4,054 from 763
Change+3,291 (+431%)
Value$1.1M (+$491.0K)
Filed 2026-11-04
Joseph P. Lucia & Associates, LLC
INCREASED
Shares4,043 from 917
Change+3,126 (+341%)
Value$1.1M (+$370.6K)
Filed 2026-10-30
NovaPoint Capital, LLC
INCREASED
Shares4,018 from 992
Change+3,026 (+305%)
Value$1.1M (+$306.7K)
Filed 2026-10-22
SS&H Financial Advisors, Inc.
INCREASED
Shares4,000 from 1,000
Change+3,000 (+300%)
Value$1.1M (+$1.1M)
Filed 2026-10-28
Compass Wealth Management, LLC
INCREASED
Shares4,000 from 1,000
Change+3,000 (+300%)
Value$1.1M (+$295.9K)
Filed 2026-10-30
Hourglass Capital, LLC
INCREASED
Shares4,000 from 1,000
Change+3,000 (+300%)
Value$1.1M (+$295.9K)
Filed 2026-10-26
Canton Hathaway, LLC
INCREASED
Shares4,000 from 1,000
Change+3,000 (+300%)
Value$1.1M (+$295.9K)
Filed 2026-10-23
EdgeRock Capital LLC
INCREASED
Shares3,996 from 1,225
Change+2,771 (+226%)
Value$1.1M (+$123.1K)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares3,992 from 956
Change+3,036 (+318%)
Value$1.1M (+$327.5K)
Filed 2026-11-04
Diligent Investors, LLC
INCREASED
Shares3,970 from 1,080
Change+2,890 (+268%)
Value$1.1M (+$226.9K)
Filed 2026-10-21
Essex LLC
INCREASED
Shares3,944 from 1,041
Change+2,903 (+279%)
Value$1.0M (+$249.7K)
Filed 2026-10-14
Westhampton Capital, LLC
INCREASED
Shares3,941 from 979
Change+2,962 (+303%)
Value$1.0M (+$296.3K)
Filed 2026-10-30
Aljian Capital Management, LLC
INCREASED
Shares3,930 from 900
Change+3,030 (+337%)
Value$1.0M (+$353.6K)
Filed 2026-10-28
Trust Point Inc.
INCREASED
Shares3,929 from 1,172
Change+2,757 (+235%)
Value$1.0M (+$145.8K)
Filed 2026-10-27
Argos Wealth Advisors, LLC
INCREASED
Shares3,927 from 1,353
Change+2,574 (+190%)
Value$1.0M (+$7.1K)
Filed 2026-11-02
J. Team Financial, Inc.
INCREASED
Shares3,926 from 1,083
Change+2,843 (+263%)
Value$1.0M (+$212.5K)
Filed 2026-11-03
IFC & Insurance Marketing, Inc.
INCREASED
Shares3,913 from 942
Change+2,971 (+315%)
Value$1.0M (+$317.1K)
Filed 2026-10-16
Livforsakringsbolaget Skandia, Omsesidigt
INCREASED
Shares3,912 from 1,638
Change+2,274 (+139%)
Value$1.0M (-$212.9K)
Filed 2026-10-21
Three Seasons Wealth, LLC
NEW
Shares3,911
Change+3,911
Value$1.0M
Filed 2026-11-03
Carlson Financial, Inc.
INCREASED
Shares3,902 from 983
Change+2,919 (+297%)
Value$1.0M (+$282.9K)
Filed 2026-11-05
Focused Wealth Management, Inc
INCREASED
Shares3,901 from 962
Change+2,939 (+306%)
Value$1.0M (+$298.7K)
Filed 2026-10-30
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares3,847 from 899
Change+2,948 (+328%)
Value$1.0M (+$332.4K)
Filed 2026-10-14
Stableford Capital II LLC
INCREASED
Shares3,837 from 960
Change+2,877 (+300%)
Value$1.0M (+$283.2K)
Filed 2026-10-09
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares3,822 from 943
Change+2,879 (+305%)
Value$1.0M (+$291.8K)
Filed 2026-11-04
KPP Advisory Services LLC
INCREASED
Shares3,790 from 1,492
Change+2,298 (+154%)
Value$1.0M (-$135.2K)
Filed 2026-10-26
Prescott Group Capital Management, L.L.C.
INCREASED
Shares3,780 from 945
Change+2,835 (+300%)
Value$1.0M (+$279.6K)
Filed 2026-10-30
Hilltop National Bank
INCREASED
Shares3,775 from 886
Change+2,889 (+326%)
Value$999.4K (+$323.3K)
Filed 2026-10-14
Ashton Thomas Securities, LLC
INCREASED
Shares3,766 from 718
Change+3,048 (+425%)
Value$997.0K (+$458.3K)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares3,764 from 774
Change+2,990 (+386%)
Value$996.5K (+$405.8K)
Filed 2026-10-02
Skyline Advisors, Inc.
INCREASED
Shares3,756 from 939
Change+2,817 (+300%)
Value$994.4K (+$277.8K)
Filed 2026-11-03
Sacks & Associates, LLC
DECREASED
Shares3,746 from 4,424
Change-678 (-15%)
Value$991.8K (+$147.4K)
Filed 2026-10-09
Relyea Zuckerberg Hanson LLC
INCREASED
Shares3,730 from 931
Change+2,799 (+301%)
Value$987.5K (+$277.0K)
Filed 2026-10-20
Lodestone Wealth Management LLC
INCREASED
Shares3,723 from 973
Change+2,750 (+283%)
Value$985.7K (+$243.2K)
Filed 2026-10-14
Canopy Partners, LLC
INCREASED
Shares3,721 from 860
Change+2,861 (+333%)
Value$985.1K (+$328.8K)
Filed 2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares3,714 from 1,049
Change+2,665 (+254%)
Value$983.3K (+$182.7K)
Filed 2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED
Shares3,711 from 783
Change+2,928 (+374%)
Value$982.5K (+$384.9K)
Filed 2026-10-13
Platform Technology Partners
INCREASED
Shares3,695 from 1,002
Change+2,693 (+269%)
Value$978.2K (+$213.6K)
Filed 2026-11-02
Occidental Asset Management, LLC
INCREASED
Shares3,658 from 881
Change+2,777 (+315%)
Value$968.6K (+$295.9K)
Filed 2026-11-05
Avaii Wealth Management, LLC
INCREASED
Shares3,650 from 920
Change+2,730 (+297%)
Value$985.7K (+$283.6K)
Filed 2026-10-09
Covenant Asset Management, LLC
NEW
Shares3,648
Change+3,648
Value$965.8K
Filed 2026-10-14
Goldstein Advisors, LLC
INCREASED
Shares3,640 from 1,204
Change+2,436 (+202%)
Value$963.7K (+$44.9K)
Filed 2026-10-15
Foresight Capital Management Advisors, Inc.
INCREASED
Shares3,633 from 1,038
Change+2,595 (+250%)
Value$961.8K (+$169.7K)
Filed 2026-10-27
MN Wealth Advisors, LLC
INCREASED
Shares3,621 from 885
Change+2,736 (+309%)
Value$958.7K (+$283.3K)
Filed 2026-10-23
Mattern Wealth Management LLC
INCREASED
Shares3,621 from 919
Change+2,702 (+294%)
Value$958.7K (+$257.3K)
Filed 2026-11-04
E&G Advisors, LLC
INCREASED
Shares3,616 from 904
Change+2,712 (+300%)
Value$957.3K (+$267.5K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares3,593 from 1,284
Change+2,309 (+180%)
Value$951.3K (-$28.8K)
Filed 2026-10-19
LVW Advisors, LLC
INCREASED
Shares3,581 from 867
Change+2,714 (+313%)
Value$948.1K (+$286.4K)
Filed 2026-10-19
SmartHarvest Portfolios, LLC
INCREASED
Shares3,578 from 1,054
Change+2,524 (+239%)
Value$947.2K (+$142.8K)
Filed 2026-10-26
Banque Pictet & CIE SA
INCREASED
Shares3,568 from 892
Change+2,676 (+300%)
Value$944.6K (+$263.9K)
Filed 2026-10-16
First Horizon Corp
INCREASED
Shares3,560 from 890
Change+2,670 (+300%)
Value$942.5K (+$263.3K)
Filed 2026-10-26
Cascade Investment Group, Inc.
INCREASED
Shares3,550 from 920
Change+2,630 (+286%)
Value$939.9K (+$237.8K)
Filed 2026-10-13
Forum Financial Management, LP
INCREASED
Shares3,549 from 952
Change+2,597 (+273%)
Value$939.6K (+$213.1K)
Filed 2026-10-16
LJI Wealth Management, LLC
INCREASED
Shares3,533 from 977
Change+2,556 (+262%)
Value$935.5K (+$189.9K)
Filed 2026-10-28
Lpwm LLC
INCREASED
Shares3,516 from 879
Change+2,637 (+300%)
Value$930.9K (+$260.1K)
Filed 2026-10-20
McAdam, LLC
INCREASED
Shares3,489 from 2,026
Change+1,463 (+72%)
Value$923.6K (-$622.6K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares3,476 from 721
Change+2,755 (+382%)
Value$920.3K (+$370.1K)
Filed 2026-10-22
Cahaba Wealth Management, Inc.
INCREASED
Shares3,476 from 825
Change+2,651 (+321%)
Value$920.2K (+$290.3K)
Filed 2026-10-26
Acropolis Investment Management, LLC
INCREASED
Shares3,476 from 838
Change+2,638 (+315%)
Value$920.3K (+$280.8K)
Filed 2026-10-08
Eagle Wealth Advisors LLC
INCREASED
Shares3,469 from 823
Change+2,646 (+322%)
Value$918.4K (+$290.4K)
Filed 2026-10-20
Boltwood Capital Management
INCREASED
Shares3,455 from 910
Change+2,545 (+280%)
Value$914.7K (+$220.3K)
Filed 2026-10-02
Regatta Capital Group, LLC
INCREASED
Shares3,442 from 869
Change+2,573 (+296%)
Value$911.3K (+$248.4K)
Filed 2026-10-23
Childress Capital Advisors, LLC
INCREASED
Shares3,426 from 794
Change+2,632 (+331%)
Value$907.1K (+$301.5K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares3,394 from 707
Change+2,687 (+380%)
Value$898.6K (+$359.0K)
Filed 2026-10-23
Avior Wealth Management, LLC
INCREASED
Shares3,386 from 819
Change+2,567 (+313%)
Value$896.4K (+$271.6K)
Filed 2026-10-13
Net Worth Advisory Group
INCREASED
Shares3,360 from 1,114
Change+2,246 (+202%)
Value$893.9K (+$43.9K)
Filed 2026-10-20
S-Bank Fund Management Ltd
INCREASED
Shares3,351 from 797
Change+2,554 (+320%)
Value$887.2K (+$735.1K)
Filed 2026-11-06
Integras Partners LLC
INCREASED
Shares3,340 from 835
Change+2,505 (+300%)
Value$884.3K (+$247.0K)
Filed 2026-10-30
Bell Investment Advisors, Inc
INCREASED
Shares3,324 from 68
Change+3,256 (+4788%)
Value$880.0K (+$828.1K)
Filed 2026-10-29
Newman Dignan & Sheerar, Inc.
INCREASED
Shares3,322 from 858
Change+2,464 (+287%)
Value$879.5K (+$224.7K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
INCREASED
Shares3,310 from 820
Change+2,490 (+304%)
Value$597.3K (+$596.7K)
Filed 2026-11-04
New Wave Wealth Advisors LLC
INCREASED
Shares3,306 from 879
Change+2,427 (+276%)
Value$863.6K (+$192.8K)
Filed 2026-10-19
XML Financial, LLC
INCREASED
Shares3,301 from 569
Change+2,732 (+480%)
Value$873.9K (+$439.7K)
Filed 2026-10-29
Lionshead Wealth Management, LLC
INCREASED
Shares3,291 from 820
Change+2,471 (+301%)
Value$871.3K (+$245.5K)
Filed 2026-10-21
Lodestar Private Asset Management LLC
INCREASED
Shares3,284 from 821
Change+2,463 (+300%)
Value$869.4K (+$242.9K)
Filed 2026-10-26
MFG Investments, LLC
NEW
Shares3,263
Change+3,263
Value$863.9K
Filed 2026-10-30
Cromwell Holdings LLC
INCREASED
Shares3,260 from 827
Change+2,433 (+294%)
Value$863.1K (+$232.0K)
Filed 2026-10-28
Swiss RE LTD
INCREASED
Shares3,245 from 493
Change+2,752 (+558%)
Value$859.1K (+$482.9K)
Filed 2026-11-06
Kuhn & Co Investment Counsel
NEW
Shares3,212
Change+3,212
Value$850.4K
Filed 2026-10-29
Enclave Advisors LLC
INCREASED
Shares3,208 from 821
Change+2,387 (+291%)
Value$849.3K (+$222.8K)
Filed 2026-10-14
Total Wealth Planning & Management, Inc.
INCREASED
Shares3,182 from 936
Change+2,246 (+240%)
Value$842.4K (+$128.1K)
Filed 2026-10-23
Schmidt P J Investment Management Inc
INCREASED
Shares3,180 from 805
Change+2,375 (+295%)
Value$841.9K (+$227.6K)
Filed 2026-11-02
MFA Wealth Advisors, LLC
INCREASED
Shares3,170 from 556
Change+2,614 (+470%)
Value$839.3K (+$415.0K)
Filed 2026-10-07
Klingman & Associates, LLC
NEW
Shares3,157
Change+3,157
Value$835.8K
Filed 2026-10-20
Barlow Wealth Partners, LLC
UNCHANGED
Shares3,152 from 3,152
Change0 (0%)
Value$879.0K (+$276.6K)
Filed 2026-10-15
Founders Financial Securities LLC
INCREASED
Shares3,151 from 957
Change+2,194 (+229%)
Value$834.2K (+$103.9K)
Filed 2026-10-28
Abel Hall, LLC
INCREASED
Shares3,145 from 782
Change+2,363 (+302%)
Value$832.6K (+$235.9K)
Filed 2026-10-19
Ameliora Wealth Management Ltd.
INCREASED
Shares3,140 from 740
Change+2,400 (+324%)
Value$831.3K (+$266.6K)
Filed 2026-10-23
Triton Wealth Management, Pllc
INCREASED
Shares3,133 from 2,956
Change+177 (+6%)
Value$771.1K (+$206.1K)
Filed 2026-11-04
Income Insurance Ltd
INCREASED
Shares3,128 from 782
Change+2,346 (+300%)
Value$828.1K (+$231.4K)
Filed 2026-10-21
Jeter Robert S II
INCREASED
Shares3,127 from 2,044
Change+1,083 (+53%)
Value$816.8K (+$434.2K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares3,125 from 792
Change+2,333 (+295%)
Value$827.5K (+$223.1K)
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares3,112 from 2,878
Change+234 (+8%)
Value$812.7K (+$289.5K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED
Shares3,111 from 793
Change+2,318 (+292%)
Value$823.7K (+$218.3K)
Filed 2026-10-14
Gilman Hill Asset Management, LLC
INCREASED
Shares3,108 from 775
Change+2,333 (+301%)
Value$822.8K (+$231.4K)
Filed 2026-10-13
Sunbeam Capital Management, LLC
INCREASED
Shares3,108 from 801
Change+2,307 (+288%)
Value$822.7K (+$211.5K)
Filed 2026-11-05
Legacy Advisors, LLC
INCREASED
Shares3,099 from 776
Change+2,323 (+299%)
Value$820.4K (+$228.2K)
Filed 2026-10-19
Coyle Financial Counsel LLC
INCREASED
Shares3,097 from 774
Change+2,323 (+300%)
Value$819.9K (+$229.3K)
Filed 2026-10-28
Cypress Point Wealth Management, LLC
INCREASED
Shares3,093 from 758
Change+2,335 (+308%)
Value$818.9K (+$240.4K)
Filed 2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares3,084 from 745
Change+2,339 (+314%)
Value$816.5K (+$248.0K)
Filed 2026-10-28
True Freedom Investing, LLC
NEW
Shares3,082
Change+3,082
Value$816.0K
Filed 2026-10-29
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares3,080 from 775
Change+2,305 (+297%)
Value$815.4K (+$224.0K)
Filed 2026-10-09
Accredited Investors Inc.
INCREASED
Shares3,064 from 783
Change+2,281 (+291%)
Value$811.2K (+$213.7K)
Filed 2026-11-03
Defined Wealth Management, LLC
INCREASED
Shares3,054 from 762
Change+2,292 (+301%)
Value$808.5K (+$227.0K)
Filed 2026-10-19
Fermata Advisors, LLC
INCREASED
Shares3,046 from 718
Change+2,328 (+324%)
Value$806.4K (+$258.5K)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
INCREASED
Shares3,043 from 693
Change+2,350 (+339%)
Value$805.7K (+$276.7K)
Filed 2026-11-02
Sustainable Insight Capital Management, LLC
INCREASED
Shares3,028 from 767
Change+2,261 (+295%)
Value$801.7K (+$216.3K)
Filed 2026-11-06
Moss Adams Wealth Advisors LLC
INCREASED
Shares2,993 from 915
Change+2,078 (+227%)
Value$792.4K (+$94.1K)
Filed 2026-10-28
Tritonpoint Wealth, LLC
INCREASED
Shares2,991 from 786
Change+2,205 (+281%)
Value$791.9K (+$192.2K)
Filed 2026-10-19
DDD Partners, LLC
INCREASED
Shares2,971 from 732
Change+2,239 (+306%)
Value$786.6K (+$228.0K)
Filed 2026-11-02
Equity Wealth Partners, LLC
INCREASED
Shares2,966 from 792
Change+2,174 (+274%)
Value$785.2K (+$180.8K)
Filed 2026-10-26
Narus Financial Partners, LLC
INCREASED
Shares2,963 from 721
Change+2,242 (+311%)
Value$784.5K (+$234.2K)
Filed 2026-10-19
Montag A & Associates Inc
INCREASED
Shares2,939 from 592
Change+2,347 (+396%)
Value$778.1K (+$326.4K)
Filed 2026-10-29
Lee Financial Co
NEW
Shares2,932
Change+2,932
Value$776.2K
Filed 2026-10-16
Foguth Wealth Management, Llc.
DECREASED
Shares2,926 from 3,038
Change-112 (-4%)
Value$665.3K (+$62.3K)
Filed 2026-10-19
Appalachian Capital Management Ltd
INCREASED
Shares2,924 from 731
Change+2,193 (+300%)
Value$774.1K (+$216.3K)
Filed 2026-10-14
Rinkey Investments
INCREASED
Shares2,922 from 733
Change+2,189 (+299%)
Value$773.6K (+$214.2K)
Filed 2026-10-28
Sterling Investment Counsel, LLC
INCREASED
Shares2,916 from 689
Change+2,227 (+323%)
Value$772.0K (+$246.2K)
Filed 2026-10-19
TCV Trust & Wealth Management, Inc.
INCREASED
Shares2,916 from 754
Change+2,162 (+287%)
Value$772.0K (+$196.6K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
INCREASED
Shares2,901 from 672
Change+2,229 (+332%)
Value$768.0K (+$255.2K)
Filed 2026-10-21
Pictet North America Advisors SA
NEW
Shares2,896
Change+2,896
Value$766.7K
Filed 2026-10-21
Asahi Life Asset Management Co., Ltd.
INCREASED
Shares2,890 from 995
Change+1,895 (+190%)
Value$765.1K (+$5.8K)
Filed 2026-11-06
Apollon Financial, LLC
INCREASED
Shares2,888 from 652
Change+2,236 (+343%)
Value$764.6K (+$267.0K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares2,885
Change+2,885
Value$718
Filed 2026-11-03
Ballast Rock Private Wealth LLC
INCREASED
Shares2,883 from 721
Change+2,162 (+300%)
Value$763.3K (+$213.2K)
Filed 2026-10-26
Bria Capital Group, LLC
INCREASED
Shares2,875 from 720
Change+2,155 (+299%)
Value$761.2K (+$211.7K)
Filed 2026-10-22
V-Square Quantitative Management LLC
INCREASED
Shares2,874 from 635
Change+2,239 (+353%)
Value$760.9K (+$276.3K)
Filed 2026-10-15
Schorn Wealth LLC
INCREASED
Shares2,856 from 714
Change+2,142 (+300%)
Value$756.1K (+$211.2K)
Filed 2026-10-14
IronOak Wealth Llc.
NEW
Shares2,841
Change+2,841
Value$752.2K
Filed 2026-11-06
Toth Financial Advisory Corp
INCREASED
Shares2,835 from 776
Change+2,059 (+265%)
Value$750.6K (+$158.4K)
Filed 2026-10-08
BankPlus Wealth Management LLC
INCREASED
Shares2,828 from 704
Change+2,124 (+302%)
Value$748.5K (+$211.3K)
Filed 2026-10-13
Scissortail Wealth Management, LLC
INCREASED
Shares2,820 from 661
Change+2,159 (+327%)
Value$746.6K (+$242.2K)
Filed 2026-11-03
Stonekeep Investments, LLC
INCREASED
Shares2,819 from 681
Change+2,138 (+314%)
Value$746.4K (+$745.9K)
Filed 2026-10-15
Elite Wealth Management, Inc.
INCREASED
Shares2,804 from 696
Change+2,108 (+303%)
Value$742.4K (+$211.2K)
Filed 2026-11-03
Central Bank & Trust Co
INCREASED
Shares2,800 from 700
Change+2,100 (+300%)
Value$741.3K (+$207.1K)
Filed 2026-10-09
Cypress Wealth Services, LLC
INCREASED
Shares2,786 from 696
Change+2,090 (+300%)
Value$776.9K (+$245.8K)
Filed 2026-10-21
Watershed Private Wealth LLC
NEW
Shares2,776
Change+2,776
Value$734.9K
Filed 2026-10-30
Golden Reserve Retirement LLC
NEW
Shares2,762
Change+2,762
Value$731.2K
Filed 2026-11-02
Resonant Capital Advisors, LLC
INCREASED
Shares2,753 from 563
Change+2,190 (+389%)
Value$728.9K (+$299.2K)
Filed 2026-10-15
WealthPLAN Partners, LLC
INCREASED
Shares2,736 from 610
Change+2,126 (+349%)
Value$724.4K (+$258.8K)
Filed 2026-10-15
Heritage Investors Management Corp
INCREASED
Shares2,736 from 684
Change+2,052 (+300%)
Value$724.0K (+$723.5K)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares2,731 from 539
Change+2,192 (+407%)
Value$723.0K (+$311.7K)
Filed 2026-11-05
American State Bank (Iowa)
INCREASED
Shares2,722 from 627
Change+2,095 (+334%)
Value$720.7K (+$242.2K)
Filed 2026-11-03
Fulton Breakefield Broenniman LLC
INCREASED
Shares2,720 from 680
Change+2,040 (+300%)
Value$720.1K (+$201.2K)
Filed 2026-11-03
First Financial Group Corp
NEW
Shares2,711
Change+2,711
Value$717.7K
Filed 2026-10-22
Oslo Pensjonsforsikring AS
INCREASED
Shares2,708 from 564
Change+2,144 (+380%)
Value$716.9K (+$286.5K)
Filed 2026-10-15
Fourpath Capital Management, LLC
INCREASED
Shares2,708 from 758
Change+1,950 (+257%)
Value$716.9K (+$138.5K)
Filed 2026-10-19
Loudon Investment Management, LLC
INCREASED
Shares2,700 from 675
Change+2,025 (+300%)
Value$714.8K (+$199.7K)
Filed 2026-11-06
Bank of New Hampshire
INCREASED
Shares2,699 from 631
Change+2,068 (+328%)
Value$714.6K (+$233.0K)
Filed 2026-10-06
Anchyra Partners LLC
INCREASED
Shares2,689 from 554
Change+2,135 (+385%)
Value$711.9K (+$289.1K)
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares2,688 from 690
Change+1,998 (+290%)
Value$711.6K (+$185.1K)
Filed 2026-10-20
Ignite Planners, LLC
INCREASED
Shares2,657 from 506
Change+2,151 (+425%)
Value$703.4K (+$317.5K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,650 from 659
Change+1,991 (+302%)
Value$701.6K (+$198.7K)
Filed 2026-10-27
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares2,631 from 515
Change+2,116 (+411%)
Value$696.4K (+$303.5K)
Filed 2026-10-20
Asset Advisory Group, Inc.
INCREASED
Shares2,627 from 648
Change+1,979 (+305%)
Value$695.5K (+$201.0K)
Filed 2026-10-20
Twelve Points Wealth Management LLC
INCREASED
Shares2,614 from 471
Change+2,143 (+455%)
Value$654.6K (+$295.2K)
Filed 2026-11-03
Annex Advisory Services, LLC
INCREASED
Shares2,596 from 704
Change+1,892 (+269%)
Value$687.3K (+$149.9K)
Filed 2026-10-16
Hartline Investment Corp/
INCREASED
Shares2,544 from 486
Change+2,058 (+423%)
Value$673.5K (+$302.6K)
Filed 2026-10-29
Wesbanco Bank Inc
INCREASED
Shares2,537 from 2,004
Change+533 (+27%)
Value$671.7K (-$857.7K)
Filed 2026-11-04
BLB&B Advisors, LLC
INCREASED
Shares2,533 from 640
Change+1,893 (+296%)
Value$670.6K (+$182.2K)
Filed 2026-10-27
Clark Asset Management, LLC
INCREASED
Shares2,528 from 654
Change+1,874 (+287%)
Value$669.3K (+$170.2K)
Filed 2026-10-19
Vicus Capital
INCREASED
Shares2,502 from 594
Change+1,908 (+321%)
Value$662.4K (+$209.1K)
Filed 2026-11-05
Artemis Wealth Advisors, LLC
NEW
Shares2,500
Change+2,500
Value$661.9K
Filed 2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
NEW
Shares2,497
Change+2,497
Value$661.1K
Filed 2026-10-26
WBI Investments, LLC
INCREASED
Shares2,497 from 2,459
Change+38 (+2%)
Value$661.1K (-$1.2M)
Filed 2026-11-05
Oarsman Capital, Inc.
INCREASED
Shares2,496 from 533
Change+1,963 (+368%)
Value$660.8K (+$254.1K)
Filed 2026-11-05
Grant Private Wealth Management Inc
INCREASED
Shares2,492 from 705
Change+1,787 (+253%)
Value$659.8K (+$121.7K)
Filed 2026-10-19
Sunburst Financial Group, LLC
INCREASED
Shares2,473 from 625
Change+1,848 (+296%)
Value$654.7K (+$177.8K)
Filed 2026-10-09
Key FInancial Inc
INCREASED
Shares2,473 from 762
Change+1,711 (+225%)
Value$654.7K (+$73.2K)
Filed 2026-11-02
Foster Group, Inc.
INCREASED
Shares2,460 from 607
Change+1,853 (+305%)
Value$651.3K (+$188.1K)
Filed 2026-10-13
Quadcap Wealth Management, LLC
INCREASED
Shares2,453 from 602
Change+1,851 (+307%)
Value$649.4K (+$190.0K)
Filed 2026-11-02
HCR Wealth Advisors
INCREASED
Shares2,429 from 575
Change+1,854 (+322%)
Value$643.1K (+$204.3K)
Filed 2026-10-15
Trust Co of Toledo NA
INCREASED
Shares2,424 from 591
Change+1,833 (+310%)
Value$641.8K (+$190.7K)
Filed 2026-10-16
Cedar Point Capital Partners, LLC
INCREASED
Shares2,424 from 737
Change+1,687 (+229%)
Value$641.8K (+$79.3K)
Filed 2026-10-29
Promethium Advisors,llc
INCREASED
Shares2,414 from 636
Change+1,778 (+280%)
Value$639.1K (+$153.8K)
Filed 2026-10-19
Northstar Asset Management Co
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$574.4K (+$134.5K)
Filed 2026-10-22
Clifford Swan Investment Counsel LLC
INCREASED
Shares2,389 from 611
Change+1,778 (+291%)
Value$632.5K (+$166.2K)
Filed 2026-11-05
Arbor Wealth Management Llc\az
INCREASED
Shares2,371 from 1,065
Change+1,306 (+123%)
Value$627.7K (-$185.0K)
Filed 2026-10-20
Saxony Capital Management, LLC
INCREASED
Shares2,353 from 575
Change+1,778 (+309%)
Value$622.9K (+$184.1K)
Filed 2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED
Shares2,353 from 583
Change+1,770 (+304%)
Value$623.0K (+$178.0K)
Filed 2026-10-30
Elite Life Management LLC
INCREASED
Shares2,352 from 2,322
Change+30 (+1%)
Value$510.9K (+$23.6K)
Filed 2026-11-06
WealthBridge Capital Management, LLC
INCREASED
Shares2,343 from 571
Change+1,772 (+310%)
Value$620.4K (+$184.6K)
Filed 2026-10-16
ProVise Management Group, LLC
INCREASED
Shares2,340 from 585
Change+1,755 (+300%)
Value$619.5K (+$173.1K)
Filed 2026-11-06
LexAurum Advisors, LLC
INCREASED
Shares2,327 from 564
Change+1,763 (+313%)
Value$616.1K (+$185.7K)
Filed 2026-10-19
IPG Investment Advisors LLC
NEW
Shares2,324
Change+2,324
Value$615.3K
Filed 2026-10-30
Mandatum Life Insurance Co Ltd
INCREASED
Shares2,320 from 506
Change+1,814 (+359%)
Value$614.2K (+$228.1K)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares2,317 from 1,955
Change+362 (+19%)
Value$605.2K (+$239.3K)
Filed 2026-10-20
Victrix Investment Advisors
INCREASED
Shares2,309 from 573
Change+1,736 (+303%)
Value$611.3K (+$174.0K)
Filed 2026-10-13
Colonial River Investments, LLC
INCREASED
Shares2,307 from 570
Change+1,737 (+305%)
Value$610.8K (+$175.8K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares2,306 from 673
Change+1,633 (+243%)
Value$610.5K (+$96.9K)
Filed 2026-11-05
Nautilus Advisors LLC
DECREASED
Shares2,299 from 2,384
Change-85 (-4%)
Value$608.7K (+$162.4K)
Filed 2026-10-07
3Chopt Investment Partners, LLC
INCREASED
Shares2,294 from 475
Change+1,819 (+383%)
Value$607.3K (+$244.8K)
Filed 2026-10-30
Quad-Cities Investment Group, LLC
INCREASED
Shares2,292 from 573
Change+1,719 (+300%)
Value$606.8K (+$169.5K)
Filed 2026-10-16
Accel Wealth Management
INCREASED
Shares2,269 from 568
Change+1,701 (+299%)
Value$600.7K (+$167.3K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
INCREASED
Shares2,258 from 630
Change+1,628 (+258%)
Value$621.0K (+$140.3K)
Filed 2026-10-13
Zinnia Wealth Advisory, LLC
NEW
Shares2,250
Change+2,250
Value$595.7K
Filed 2026-11-06
Clearwater Capital Advisors, LLC
INCREASED
Shares2,248 from 647
Change+1,601 (+247%)
Value$595.2K (+$101.4K)
Filed 2026-11-06
Northbridge Financial Group, LLC
INCREASED
Shares2,240 from 555
Change+1,685 (+304%)
Value$624.6K (+$201.1K)
Filed 2026-11-05
Fiduciary Family Office, LLC
INCREASED
Shares2,239 from 538
Change+1,701 (+316%)
Value$592.8K (+$182.2K)
Filed 2026-11-04
Correct Capital Wealth Management
INCREASED
Shares2,238 from 1,095
Change+1,143 (+104%)
Value$592.5K (-$242.9K)
Filed 2026-11-02
New England Research & Management, Inc.
NEW
Shares2,225
Change+2,225
Value$589.1K
Filed 2026-10-16
Beacon Financial Group
INCREASED
Shares2,216 from 437
Change+1,779 (+407%)
Value$586.7K (+$253.2K)
Filed 2026-10-19
Van Cleef Asset Management,Inc
INCREASED
Shares2,207 from 601
Change+1,606 (+267%)
Value$584.4K (+$125.4K)
Filed 2026-10-20
May Hill Capital, LLC
INCREASED
Shares2,204 from 539
Change+1,665 (+309%)
Value$583.5K (+$172.2K)
Filed 2026-11-03
Rockland Trust Co
INCREASED
Shares2,200 from 539
Change+1,661 (+308%)
Value$582.5K (+$171.1K)
Filed 2026-10-05
SP Asset Management LLC
INCREASED
Shares2,200 from 550
Change+1,650 (+300%)
Value$582.5K (+$162.7K)
Filed 2026-11-05
Axxion S.A.
INCREASED
Shares2,193 from 1,524
Change+669 (+44%)
Value$580.6K (-$582.4K)
Filed 2026-10-22
Penobscot Investment Management Company, Inc.
NEW
Shares2,180
Change+2,180
Value$577.2K
Filed 2026-10-26
NWF Advisory Services Inc.
INCREASED
Shares2,180 from 460
Change+1,720 (+374%)
Value$577.2K (+$226.1K)
Filed 2026-10-19
Welch Group, LLC
INCREASED
Shares2,179 from 600
Change+1,579 (+263%)
Value$576.9K (+$119.0K)
Filed 2026-10-29
Synergy Asset Management, LLC
NEW
Shares2,176
Change+2,176
Value$576.1K
Filed 2026-11-05
Aware Super Pty Ltd as trustee of Aware Super
NEW
Shares2,160
Change+2,160
Value$571.9K
Filed 2026-10-30
Univest Financial Corp
INCREASED
Shares2,158 from 557
Change+1,601 (+287%)
Value$571.3K (+$146.3K)
Filed 2026-11-05
Embree Financial Group
INCREASED
Shares2,134 from 549
Change+1,585 (+289%)
Value$565.0K (+$146.0K)
Filed 2026-10-22
FSM Wealth Advisors, LLC
INCREASED
Shares2,114 from 517
Change+1,597 (+309%)
Value$556.0K (+$161.3K)
Filed 2026-10-27
Old Peak Finance LLC
INCREASED
Shares2,106 from 523
Change+1,583 (+303%)
Value$557.6K (+$158.4K)
Filed 2026-11-02
IFG Advisors, LLC
INCREASED
Shares2,103 from 517
Change+1,586 (+307%)
Value$556.8K (+$162.5K)
Filed 2026-10-15
SYM Financial Corp
INCREASED
Shares2,099 from 477
Change+1,622 (+340%)
Value$555.6K (+$191.6K)
Filed 2026-10-26
Aries Wealth Management
INCREASED
Shares2,094 from 500
Change+1,594 (+319%)
Value$554.4K (+$172.8K)
Filed 2026-10-23
Abound Wealth Management
INCREASED
Shares2,085 from 400
Change+1,685 (+421%)
Value$552.0K (+$246.4K)
Filed 2026-10-26
Crescent Sterling, Ltd.
INCREASED
Shares2,085 from 675
Change+1,410 (+209%)
Value$552.0K (+$36.9K)
Filed 2026-10-16
Dale Q Rice Investment Management Ltd
INCREASED
Shares2,084 from 521
Change+1,563 (+300%)
Value$551.7K (+$154.1K)
Filed 2026-10-09
Meitav Investment House LTD
INCREASED
Shares2,079 from 1,385
Change+694 (+50%)
Value$549.9K (-$505.7K)
Filed 2026-10-28
Wedge Capital Management L L P
INCREASED
Shares2,076 from 519
Change+1,557 (+300%)
Value$549.6K (+$153.6K)
Filed 2026-10-13
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares2,073 from 567
Change+1,506 (+266%)
Value$548.8K (+$116.1K)
Filed 2026-10-16
Jacobsen Capital Management
INCREASED
Shares2,067 from 531
Change+1,536 (+289%)
Value$547.2K (+$142.0K)
Filed 2026-10-27
Winthrop Advisory Group LLC
INCREASED
Shares2,060 from 520
Change+1,540 (+296%)
Value$545.4K (+$148.6K)
Filed 2026-10-22
Traveka Wealth, LLC
INCREASED
Shares2,059 from 456
Change+1,603 (+352%)
Value$545.2K (+$197.0K)
Filed 2026-10-19
Symmetry Partners, LLC
INCREASED
Shares2,057 from 285
Change+1,772 (+622%)
Value$544.5K (+$327.1K)
Filed 2026-10-27
LVZ, Inc.
INCREASED
Shares2,056 from 514
Change+1,542 (+300%)
Value$544.4K (+$152.1K)
Filed 2026-10-20
Legacy Wealth Management, LLC / MS
INCREASED
Shares2,044 from 511
Change+1,533 (+300%)
Value$541.1K (+$151.2K)
Filed 2026-10-30
Endeavor Private Wealth, Inc.
INCREASED
Shares2,022 from 475
Change+1,547 (+326%)
Value$535.3K (+$172.8K)
Filed 2026-11-05
Mission Financial Group, LLC
INCREASED
Shares2,014 from 276
Change+1,738 (+630%)
Value$533.3K (+$322.8K)
Filed 2026-10-21
Harbour Capital Advisors, LLC
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$532.7K (+$156.1K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares2,005
Change+2,005
Value$530.8K
Filed 2026-10-26
Gerald Baker Financial Group LLC
INCREASED
Shares2,004 from 501
Change+1,503 (+300%)
Value$530.6K (+$148.2K)
Filed 2026-10-09
Vision Capital Management, Inc.
INCREASED
Shares2,004 from 501
Change+1,503 (+300%)
Value$530.6K (+$148.2K)
Filed 2026-10-20
First American Bank
INCREASED
Shares2,000 from 500
Change+1,500 (+300%)
Value$529.5K (+$147.9K)
Filed 2026-10-27
Haven Private, LLC
INCREASED
Shares2,000 from 500
Change+1,500 (+300%)
Value$529.5K (+$147.9K)
Filed 2026-10-27
Investment Planning Advisors, Inc.
INCREASED
Shares1,997 from 526
Change+1,471 (+280%)
Value$528.8K (+$127.5K)
Filed 2026-10-14
Marin Bay Wealth Advisors, LLC
INCREASED
Shares1,995 from 389
Change+1,606 (+413%)
Value$528.2K (+$231.3K)
Filed 2026-10-28
Wealth Group, Ltd.
NEW
Shares1,988
Change+1,988
Value$526.0K
Filed 2026-10-30
Atwood & Palmer Inc
INCREASED
Shares1,988 from 497
Change+1,491 (+300%)
Value$526.3K (+$147.0K)
Filed 2026-10-08
Valmark Advisers, Inc.
INCREASED
Shares1,988 from 497
Change+1,491 (+300%)
Value$526.3K (+$147.0K)
Filed 2026-11-06
Naples Global Advisors, LLC
INCREASED
Shares1,984 from 501
Change+1,483 (+296%)
Value$525.3K (+$142.9K)
Filed 2026-11-05
Bahl & Gaynor LLC
INCREASED
Shares1,960 from 454
Change+1,506 (+332%)
Value$518.9K (+$172.4K)
Filed 2026-11-05
SkyOak Wealth, LLC
INCREASED
Shares1,954 from 1,177
Change+777 (+66%)
Value$517.3K (-$380.9K)
Filed 2026-10-28
Tempus Wealth Planning, LLC
INCREASED
Shares1,950 from 416
Change+1,534 (+369%)
Value$516.3K (+$198.8K)
Filed 2026-10-14
Peak Financial Management, Inc.
INCREASED
Shares1,944 from 461
Change+1,483 (+322%)
Value$514.7K (+$162.9K)
Filed 2026-10-16
Themes Management Co LLC
INCREASED
Shares1,938 from 632
Change+1,306 (+207%)
Value$513.1K (+$30.8K)
Filed 2026-10-29
Edgemoor Investment Advisors, Inc.
INCREASED
Shares1,933 from 460
Change+1,473 (+320%)
Value$511.8K (+$160.7K)
Filed 2026-11-03
Spurstone Advisory Services, LLC
INCREASED
Shares1,928 from 482
Change+1,446 (+300%)
Value$513.0K (+$140.6K)
Filed 2026-11-02
Beacon Capital Management, LLC
INCREASED
Shares1,923 from 480
Change+1,443 (+301%)
Value$509.1K (+$143.0K)
Filed 2026-10-23
Members Wealth LLC
INCREASED
Shares1,920 from 520
Change+1,400 (+269%)
Value$509.6K (+$112.6K)
Filed 2026-10-20
Bedel Financial Consulting, Inc.
INCREASED
Shares1,918 from 492
Change+1,426 (+290%)
Value$507.8K (+$132.3K)
Filed 2026-11-06
Evermay Wealth Management LLC
INCREASED
Shares1,916 from 369
Change+1,547 (+419%)
Value$507.3K (+$225.7K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares1,907 from 495
Change+1,412 (+285%)
Value$504.9K (+$127.1K)
Filed 2026-10-22
Matauro, LLC
NEW
Shares1,902
Change+1,902
Value$503.5K
Filed 2026-11-03
Cornerstone Planning, LLC
INCREASED
Shares1,899 from 1,359
Change+540 (+40%)
Value$1.1M (+$53.3K)
Filed 2026-10-27
James J. Burns & Company, LLC
INCREASED
Shares1,892 from 382
Change+1,510 (+395%)
Value$500.9K (+$209.4K)
Filed 2026-10-22
Hamilton Point Investment Advisors, LLC
INCREASED
Shares1,892 from 473
Change+1,419 (+300%)
Value$500.9K (+$139.9K)
Filed 2026-11-03
Plancorp, LLC
INCREASED
Shares1,878 from 1,577
Change+301 (+19%)
Value$470.3K (+$174.0K)
Filed 2026-11-03
RAM Investment Partners, LLC
INCREASED
Shares1,876 from 452
Change+1,424 (+315%)
Value$496.7K (+$151.7K)
Filed 2026-10-21
Brandywine OAK Private Wealth LLC
INCREASED
Shares1,869 from 501
Change+1,368 (+273%)
Value$494.8K (+$112.1K)
Filed 2026-10-23
Curated Wealth Partners LLC
NEW
Shares1,867
Change+1,867
Value$494.3K
Filed 2026-10-15
Pinkerton Wealth, LLC
NEW
Shares1,863
Change+1,863
Value$493.2K
Filed 2026-10-29
MV Capital Management, Inc.
INCREASED
Shares1,855 from 425
Change+1,430 (+336%)
Value$491.1K (+$166.8K)
Filed 2026-10-29
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,847 from 466
Change+1,381 (+296%)
Value$489.0K (+$133.4K)
Filed 2026-10-22
SVB Wealth LLC
INCREASED
Shares1,844 from 530
Change+1,314 (+248%)
Value$488.3K (+$83.8K)
Filed 2026-11-06
Rise Advisors, LLC
INCREASED
Shares1,834 from 304
Change+1,530 (+503%)
Value$485.6K (+$253.6K)
Filed 2026-10-16
Franklin Street Advisors Inc
INCREASED
Shares1,820 from 455
Change+1,365 (+300%)
Value$481.8K (+$134.6K)
Filed 2026-10-13
Werba Rubin Papier Wealth Management
INCREASED
Shares1,814 from 324
Change+1,490 (+460%)
Value$480.3K (+$233.0K)
Filed 2026-11-06
Langley Wealth Management, LLC
INCREASED
Shares1,811 from 463
Change+1,348 (+291%)
Value$479.5K (+$126.1K)
Filed 2026-11-04
Gemmer Asset Management LLC
INCREASED
Shares1,811 from 473
Change+1,338 (+283%)
Value$479.5K (+$118.5K)
Filed 2026-10-16
Fortitude Advisory Group L.L.C.
INCREASED
Shares1,801 from 430
Change+1,371 (+319%)
Value$476.8K (+$148.7K)
Filed 2026-10-15
Chung Wu Investment Group, LLC
NEW
Shares1,800
Change+1,800
Value$476.6K
Filed 2026-11-03
Integral Investment Advisors, Inc.
INCREASED
Shares1,800 from 450
Change+1,350 (+300%)
Value$476.6K (+$133.1K)
Filed 2026-11-03
Private Management Group Inc
INCREASED
Shares1,800 from 450
Change+1,350 (+300%)
Value$476.6K (+$133.0K)
Filed 2026-11-04
Heartwood Wealth Advisors LLC
INCREASED
Shares1,798 from 456
Change+1,342 (+294%)
Value$476.0K (+$128.0K)
Filed 2026-10-05
Keystone Wealth Services, LLC
INCREASED
Shares1,789 from 447
Change+1,342 (+300%)
Value$470.0K (+$128.9K)
Filed 2026-11-03
Cardinal Point Capital Management ULC
INCREASED
Shares1,780 from 445
Change+1,335 (+300%)
Value$471.3K (+$131.7K)
Filed 2026-10-21
Summit Securities Group LLC
NEW
Shares1,778
Change+1,778
Value$470.7K
Filed 2026-11-05
BXM Wealth LLC
INCREASED
Shares1,778 from 427
Change+1,351 (+316%)
Value$470.7K (+$144.9K)
Filed 2026-11-03
Financial Partners Group, Inc
INCREASED
Shares1,767 from 541
Change+1,226 (+227%)
Value$467.7K (+$55.0K)
Filed 2026-10-19
First National Trust Co
INCREASED
Shares1,752 from 546
Change+1,206 (+221%)
Value$463.8K (+$47.2K)
Filed 2026-10-28
Burr Financial Services, LLC
NEW
Shares1,748
Change+1,748
Value$462.8K
Filed 2026-10-08
Paulson Wealth Management Inc.
INCREASED
Shares1,740 from 435
Change+1,305 (+300%)
Value$460.7K (+$128.7K)
Filed 2026-11-02
JGP Wealth Management, LLC
INCREASED
Shares1,736 from 407
Change+1,329 (+327%)
Value$459.6K (+$148.9K)
Filed 2026-10-13
Abacus Wealth Partners, LLC
NEW
Shares1,729
Change+1,729
Value$457.8K
Filed 2026-11-03
Global Assets Advisory, LLC
INCREASED
Shares1,728 from 437
Change+1,291 (+295%)
Value$471.2K (+$133.9K)
Filed 2026-10-28
Essex Bank
INCREASED
Shares1,728 from 466
Change+1,262 (+271%)
Value$457.5K (+$101.9K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
INCREASED
Shares1,722 from 431
Change+1,291 (+300%)
Value$455.9K (+$127.0K)
Filed 2026-11-03
Prosperity Financial Group, Inc.
INCREASED
Shares1,719 from 425
Change+1,294 (+304%)
Value$455.1K (+$130.8K)
Filed 2026-10-29
Reyes Financial Architecture, Inc.
INCREASED
Shares1,718 from 447
Change+1,271 (+284%)
Value$454.8K (+$113.7K)
Filed 2026-10-22
Kavar Capital Partners Group, LLC
INCREASED
Shares1,717 from 296
Change+1,421 (+480%)
Value$454.6K (+$228.7K)
Filed 2026-11-06
55 North Private Wealth, LLC
INCREASED
Shares1,717 from 471
Change+1,246 (+265%)
Value$454.6K (+$95.1K)
Filed 2026-10-20
StoryOne LLC
NEW
Shares1,686
Change+1,686
Value$446.4K
Filed 2026-10-13
Ninety One UK Ltd
NEW
Shares1,685
Change+1,685
Value$446.1K
Filed 2026-10-15
Abundance Wealth Counselors
INCREASED
Shares1,683 from 432
Change+1,251 (+290%)
Value$445.6K (+$115.9K)
Filed 2026-10-26
Spinnaker Investment Group, LLC
INCREASED
Shares1,683 from 447
Change+1,236 (+277%)
Value$445.6K (+$104.5K)
Filed 2026-10-13
Greenspring Advisors, LLC
NEW
Shares1,682
Change+1,682
Value$445.3K
Filed 2026-11-05
Mountain Capital Investment Advisors Inc.
INCREASED
Shares1,680 from 454
Change+1,226 (+270%)
Value$444.8K (+$98.3K)
Filed 2026-11-06
PFW Advisors LLC
INCREASED
Shares1,669 from 410
Change+1,259 (+307%)
Value$441.9K (+$129.0K)
Filed 2026-10-07
Colton Groome Financial Advisors, LLC
INCREASED
Shares1,667 from 405
Change+1,262 (+312%)
Value$441.4K (+$132.4K)
Filed 2026-10-06
Able Financial Group, LLC
INCREASED
Shares1,664 from 389
Change+1,275 (+328%)
Value$440.5K (+$143.7K)
Filed 2026-10-14
Midwest Financial Network, LLC
INCREASED
Shares1,653 from 517
Change+1,136 (+220%)
Value$437.6K (+$43.1K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares1,651 from 426
Change+1,225 (+288%)
Value$437.1K (+$112.0K)
Filed 2026-10-19
Eddie Patel Inc
INCREASED
Shares1,640 from 415
Change+1,225 (+295%)
Value$434.2K (+$117.5K)
Filed 2026-11-02
Hohimer Wealth Management, LLC
INCREASED
Shares1,636 from 412
Change+1,224 (+297%)
Value$433.1K (+$118.7K)
Filed 2026-11-04
Enterprise Financial Services Corp
INCREASED
Shares1,633 from 330
Change+1,303 (+395%)
Value$432.3K (+$180.5K)
Filed 2026-11-03
Post Resch Tallon Group Inc.
INCREASED
Shares1,633 from 422
Change+1,211 (+287%)
Value$432.3K (+$110.3K)
Filed 2026-10-09
Lebenthal Global Advisors, LLC
INCREASED
Shares1,632 from 407
Change+1,225 (+301%)
Value$432.1K (+$121.5K)
Filed 2026-10-28
Register Financial Advisors LLC
INCREASED
Shares1,630 from 404
Change+1,226 (+303%)
Value$431.5K (+$123.2K)
Filed 2026-10-23
Alpha Family Trust
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$1.2M ($0)
Filed 2026-11-04
Warren Street Wealth Advisors, LLC
INCREASED
Shares1,628 from 405
Change+1,223 (+302%)
Value$431.0K (+$121.9K)
Filed 2026-11-04
Whelan Financial
INCREASED
Shares1,622 from 379
Change+1,243 (+328%)
Value$429.4K (+$140.2K)
Filed 2026-10-28
AMG Asset Management Group, Inc.
INCREASED
Shares1,616 from 1,107
Change+509 (+46%)
Value$427.8K (-$417.0K)
Filed 2026-10-21
Pennsylvania Capital Management Inc
INCREASED
Shares1,614 from 307
Change+1,307 (+426%)
Value$427.3K (+$193.0K)
Filed 2026-11-05
International Private Wealth Advisors LLC
INCREASED
Shares1,614 from 410
Change+1,204 (+294%)
Value$427.3K (+$114.4K)
Filed 2026-11-05
Rossmore Private Capital
INCREASED
Shares1,612 from 305
Change+1,307 (+429%)
Value$426.8K (+$194.0K)
Filed 2026-10-27
Reflection Asset Management
INCREASED
Shares1,600 from 400
Change+1,200 (+300%)
Value$423.6K (+$118.3K)
Filed 2026-10-28
Paradigm Asset Management Co LLC
INCREASED
Shares1,600 from 400
Change+1,200 (+300%)
Value$423.6K (+$118.3K)
Filed 2026-11-05
Grove Bank & Trust
INCREASED
Shares1,595 from 370
Change+1,225 (+331%)
Value$422.3K (+$139.9K)
Filed 2026-10-08
ERn Financial, LLC
INCREASED
Shares1,589 from 395
Change+1,194 (+302%)
Value$420.7K (+$119.2K)
Filed 2026-10-28
Clear Harbor Asset Management, LLC
INCREASED
Shares1,583 from 397
Change+1,186 (+299%)
Value$419.1K (+$116.1K)
Filed 2026-11-05
Vanguard Capital Wealth Advisors
NEW
Shares1,570
Change+1,570
Value$415.7K
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,566 from 373
Change+1,193 (+320%)
Value$414.6K (+$129.9K)
Filed 2026-11-02
FAI Advisors, Inc.
INCREASED
Shares1,565 from 379
Change+1,186 (+313%)
Value$414.3K (+$125.1K)
Filed 2026-10-27
EPG Wealth Management LLC
INCREASED
Shares1,563 from 391
Change+1,172 (+300%)
Value$413.7K (+$115.6K)
Filed 2026-11-03
Souders Financial Advisors
INCREASED
Shares1,562 from 421
Change+1,141 (+271%)
Value$413.5K (+$92.3K)
Filed 2026-11-03
Legacy Advisory Services, LLC
INCREASED
Shares1,561 from 380
Change+1,181 (+311%)
Value$413.3K (+$123.3K)
Filed 2026-10-20
Financial Advisory Partners, LLC
INCREASED
Shares1,560 from 390
Change+1,170 (+300%)
Value$413.0K (+$115.4K)
Filed 2026-10-23
Seelaus Asset Management LLC
INCREASED
Shares1,556 from 409
Change+1,147 (+280%)
Value$412.0K (+$99.8K)
Filed 2026-10-14
Vista Capital Partners, Inc.
NEW
Shares1,554
Change+1,554
Value$411.4K
Filed 2026-11-06
Weaver Capital Management LLC
NEW
Shares1,553
Change+1,553
Value$411.2K
Filed 2026-10-15
Ariadne Wealth Management, LP
INCREASED
Shares1,550 from 386
Change+1,164 (+302%)
Value$410.4K (+$115.8K)
Filed 2026-11-06
Guild Investment Management, Inc.
INCREASED
Shares1,549 from 383
Change+1,166 (+304%)
Value$410.1K (+$117.8K)
Filed 2026-11-03
Hudock, Inc.
INCREASED
Shares1,546 from 543
Change+1,003 (+185%)
Value$409.3K (-$5.1K)
Filed 2026-10-14
Caldwell Trust Co
INCREASED
Shares1,542 from 315
Change+1,227 (+390%)
Value$408.2K (+$167.9K)
Filed 2026-10-30
Altfest L J & Co Inc
INCREASED
Shares1,541 from 468
Change+1,073 (+229%)
Value$408.0K (+$50.8K)
Filed 2026-10-27
Simplify Asset Management Inc.
NEW
Shares1,535
Change+1,535
Value$406.4K
Filed 2026-10-27
GSG Advisors LLC
INCREASED
Shares1,522 from 364
Change+1,158 (+318%)
Value$403.0K (+$125.2K)
Filed 2026-11-03
Woodstock Corp
INCREASED
Shares1,520 from 380
Change+1,140 (+300%)
Value$402.4K (+$112.4K)
Filed 2026-10-13
Archford Capital Strategies, LLC
NEW
Shares1,510
Change+1,510
Value$399.8K
Filed 2026-10-19
Mendel Money Management
INCREASED
Shares1,510 from 394
Change+1,116 (+283%)
Value$399.8K (+$99.1K)
Filed 2026-11-02
Colorado Capital Management, Inc.
INCREASED
Shares1,508 from 377
Change+1,131 (+300%)
Value$399.0K (+$398.7K)
Filed 2026-10-15
Maia Wealth LLC
INCREASED
Shares1,507 from 382
Change+1,125 (+295%)
Value$398.9K (+$107.6K)
Filed 2026-10-19
Torrey Growth & Income Advisors
INCREASED
Shares1,504 from 400
Change+1,104 (+276%)
Value$397.1K (+$93.0K)
Filed 2026-11-04
Elm3 Financial Group, LLC
INCREASED
Shares1,498 from 315
Change+1,183 (+376%)
Value$396.6K (+$156.2K)
Filed 2026-10-07
Family Investment Center, Inc.
NEW
Shares1,496
Change+1,496
Value$396.1K
Filed 2026-10-19
Centerpoint Advisors, LLC
INCREASED
Shares1,496 from 20
Change+1,476 (+7380%)
Value$396.0K (+$396.0K)
Filed 2026-11-05
D'Orazio & Associates, Inc.
INCREASED
Shares1,495 from 356
Change+1,139 (+320%)
Value$395.8K (+$124.1K)
Filed 2026-11-04
Eagle Wealth Strategies LLC
INCREASED
Shares1,493 from 414
Change+1,079 (+261%)
Value$395.3K (+$79.3K)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
INCREASED
Shares1,488 from 372
Change+1,116 (+300%)
Value$393.9K (+$110.1K)
Filed 2026-10-15
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,488 from 1,480
Change+8 (+1%)
Value$338.3K (+$44.7K)
Filed 2026-10-28
Obsidian CIO, LLC
INCREASED
Shares1,480 from 372
Change+1,108 (+298%)
Value$391.8K (+$107.9K)
Filed 2026-11-05
Atticus Wealth Management, LLC
NEW
Shares1,472
Change+1,472
Value$389.7K
Filed 2026-10-20
Thrive Wealth Management, LLC
INCREASED
Shares1,467 from 374
Change+1,093 (+292%)
Value$388.4K (+$103.0K)
Filed 2026-10-13
MW Advisory, LLC
NEW
Shares1,464
Change+1,464
Value$387.6K
Filed 2026-10-19
LightSquare Wealth Management, LLC
INCREASED
Shares1,464 from 386
Change+1,078 (+279%)
Value$387.6K (+$93.0K)
Filed 2026-11-03
Stevens Capital Partners
INCREASED
Shares1,463 from 467
Change+996 (+213%)
Value$387.4K (+$31.3K)
Filed 2026-10-29
Worth Asset Management, LLC
INCREASED
Shares1,454 from 277
Change+1,177 (+425%)
Value$384.9K (+$173.6K)
Filed 2026-10-07
Florida Trust Wealth Management Co
INCREASED
Shares1,452 from 324
Change+1,128 (+348%)
Value$384.4K (+$137.2K)
Filed 2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares1,452 from 363
Change+1,089 (+300%)
Value$384.4K (+$107.4K)
Filed 2026-10-19
Markowski Investments
INCREASED
Shares1,452 from 418
Change+1,034 (+247%)
Value$384.4K (+$65.4K)
Filed 2026-10-30
G&S Capital LLC
INCREASED
Shares1,440 from 360
Change+1,080 (+300%)
Value$381.2K (+$106.5K)
Filed 2026-10-23
Meadow Creek Wealth Advisors LLC
NEW
Shares1,435
Change+1,435
Value$379.9K
Filed 2026-11-02
Heritage Wealth Management, Inc.
INCREASED
Shares1,430 from 325
Change+1,105 (+340%)
Value$378.6K (+$130.6K)
Filed 2026-10-27
River Street Advisors LLC
INCREASED
Shares1,430 from 380
Change+1,050 (+276%)
Value$378.6K (+$88.6K)
Filed 2026-10-22
Purkiss Capital Advisors LLC
INCREASED
Shares1,420 from 355
Change+1,065 (+300%)
Value$375.9K (+$105.0K)
Filed 2026-11-06
Riversedge Advisors, LLC
INCREASED
Shares1,417 from 427
Change+990 (+232%)
Value$375.2K (+$49.3K)
Filed 2026-10-09
Greatmark Investment Partners, Inc.
INCREASED
Shares1,400 from 275
Change+1,125 (+409%)
Value$370.7K (+$160.8K)
Filed 2026-10-28
Solstein Capital, LLC
INCREASED
Shares1,400 from 350
Change+1,050 (+300%)
Value$370.7K (+$103.6K)
Filed 2026-11-02
Nadler Financial Group, Inc.
INCREASED
Shares1,400 from 350
Change+1,050 (+300%)
Value$370.7K (+$103.6K)
Filed 2026-10-23
Inman Jager Wealth Management, LLC
INCREASED
Shares1,400 from 350
Change+1,050 (+300%)
Value$370.7K (+$103.6K)
Filed 2026-11-05
Collaborative Fund Advisors, LLC
INCREASED
Shares1,392 from 429
Change+963 (+224%)
Value$368.5K (+$41.1K)
Filed 2026-11-02
Alchemi Wealth, LLC
INCREASED
Shares1,387 from 325
Change+1,062 (+327%)
Value$367.2K (+$119.2K)
Filed 2026-11-04
XXI Wealth, LLC
INCREASED
Shares1,385 from 296
Change+1,089 (+368%)
Value$366.7K (+$140.8K)
Filed 2026-10-22
Legacy Bridge, LLC
INCREASED
Shares1,382 from 313
Change+1,069 (+342%)
Value$365.9K (+$127.0K)
Filed 2026-10-28
Nolet Wealth Management, LLC
INCREASED
Shares1,382 from 346
Change+1,036 (+299%)
Value$365.9K (+$102.2K)
Filed 2026-10-15
Legacy Private Trust Co.
NEW
Shares1,371
Change+1,371
Value$363.0K
Filed 2026-10-06
Lazari Capital Management, Inc.
INCREASED
Shares1,368 from 334
Change+1,034 (+310%)
Value$362.2K (+$107.3K)
Filed 2026-10-20
Investment Research & Advisory Group, Inc.
INCREASED
Shares1,368 from 342
Change+1,026 (+300%)
Value$369.6K (+$103.3K)
Filed 2026-10-19
Avalon Capital Management
INCREASED
Shares1,364 from 340
Change+1,024 (+301%)
Value$361.1K (+$101.7K)
Filed 2026-11-04
Aspiriant, LLC
NEW
Shares1,362
Change+1,362
Value$360.6K
Filed 2026-10-16
Salvus Wealth Management, LLC
INCREASED
Shares1,360 from 340
Change+1,020 (+300%)
Value$360.1K (+$100.6K)
Filed 2026-10-13
Kellett Wealth Advisors, LLC
INCREASED
Shares1,360 from 365
Change+995 (+273%)
Value$360.1K (+$81.5K)
Filed 2026-10-15
NewSquare Capital LLC
INCREASED
Shares1,355 from 295
Change+1,060 (+359%)
Value$358.7K (+$133.6K)
Filed 2026-11-06
MBA Advisors LLC
INCREASED
Shares1,355 from 382
Change+973 (+255%)
Value$358.7K (+$67.2K)
Filed 2026-10-29
Weil Company, Inc.
INCREASED
Shares1,354 from 326
Change+1,028 (+315%)
Value$358.4K (+$109.9K)
Filed 2026-10-14
Sherry Group, Inc.
INCREASED
Shares1,352 from 338
Change+1,014 (+300%)
Value$357.9K (+$106.8K)
Filed 2026-10-09
Thompson Davis & Co., Inc.
INCREASED
Shares1,350 from 600
Change+750 (+125%)
Value$357.4K (-$100.5K)
Filed 2026-11-05
Corrado Advisors, LLC
INCREASED
Shares1,340 from 335
Change+1,005 (+300%)
Value$354.8K (+$99.1K)
Filed 2026-10-27
JB Capital LLC
INCREASED
Shares1,336 from 344
Change+992 (+288%)
Value$353.8K (+$91.1K)
Filed 2026-10-19
Armstrong Advisory Group, Inc
INCREASED
Shares1,333 from 330
Change+1,003 (+304%)
Value$352.9K (+$101.1K)
Filed 2026-10-09
Ledyard National Bank
INCREASED
Shares1,330 from 360
Change+970 (+269%)
Value$352.1K (+$77.4K)
Filed 2026-10-21
Integrity Wealth Advisors, Inc.
NEW
Shares1,326
Change+1,326
Value$351.1K
Filed 2026-10-29
Bryant Woods Investment Advisors, LLC
INCREASED
Shares1,326 from 383
Change+943 (+246%)
Value$351.1K (+$58.8K)
Filed 2026-10-26
Outlook Wealth Advisors, LLC
NEW
Shares1,315
Change+1,315
Value$348.1K
Filed 2026-10-28
Revolve Wealth Partners, LLC
NEW
Shares1,303
Change+1,303
Value$345.0K
Filed 2026-10-23
D.B. Root & Company, LLC
INCREASED
Shares1,301 from 303
Change+998 (+329%)
Value$344.4K (+$113.2K)
Filed 2026-11-04
Capstone Wealth Management Group, Inc.
INCREASED
Shares1,300 from 335
Change+965 (+288%)
Value$344.2K (+$88.5K)
Filed 2026-10-19
Gradient Capital Advisors, LLC
INCREASED
Shares1,298 from 362
Change+936 (+259%)
Value$343.6K (+$67.4K)
Filed 2026-10-21
BCS Wealth Management
INCREASED
Shares1,296 from 334
Change+962 (+288%)
Value$343.1K (+$88.2K)
Filed 2026-11-03
Sage Rhino Capital LLC
INCREASED
Shares1,295 from 320
Change+975 (+305%)
Value$342.9K (+$98.6K)
Filed 2026-10-28
Berman McAleer LLC
INCREASED
Shares1,291 from 323
Change+968 (+300%)
Value$341.7K (+$95.5K)
Filed 2026-10-16
Townsend Asset Management Corp
INCREASED
Shares1,288 from 271
Change+1,017 (+375%)
Value$341.0K (+$134.2K)
Filed 2026-10-29
Hobart Private Capital, LLC
INCREASED
Shares1,283 from 295
Change+988 (+335%)
Value$339.7K (+$114.5K)
Filed 2026-10-19
Strategic Family Wealth Counselors, L.L.C.
NEW
Shares1,282
Change+1,282
Value$339.4K
Filed 2026-10-29
Exchange Bank
INCREASED
Shares1,280 from 320
Change+960 (+300%)
Value$338.9K (+$94.7K)
Filed 2026-10-07
Centurion Wealth Management LLC
INCREASED
Shares1,279 from 380
Change+899 (+237%)
Value$338.5K (+$48.4K)
Filed 2026-10-13
Heritage Family Offices, LLP
NEW
Shares1,278
Change+1,278
Value$338.4K
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED
Shares1,271 from 308
Change+963 (+313%)
Value$336.6K (+$101.6K)
Filed 2026-10-05
WMG Financial Advisors, LLC
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$968.4K ($0)
Filed 2026-10-28
Centennial Wealth Advisory LLC
INCREASED
Shares1,263 from 322
Change+941 (+292%)
Value$334.4K (+$88.7K)
Filed 2026-10-16
Heffernan Advisory, Inc
NEW
Shares1,260
Change+1,260
Value$333.6K
Filed 2026-10-13
Montgomery Investment Management Inc
INCREASED
Shares1,260 from 315
Change+945 (+300%)
Value$333.6K (+$93.2K)
Filed 2026-10-26
Finer Wealth Management, Inc.
NEW
Shares1,249
Change+1,249
Value$330.7K
Filed 2026-10-16
Asset Allocation & Management Company, LLC
INCREASED
Shares1,244 from 311
Change+933 (+300%)
Value$329.0K (+$328.8K)
Filed 2026-10-13
Robocap Asset Management Ltd
INCREASED
Shares1,243 from 153
Change+1,090 (+712%)
Value$329.1K (+$212.1K)
Filed 2026-11-02
Balefire, LLC
NEW
Shares1,240
Change+1,240
Value$328.3K
Filed 2026-10-09
Aurora Private Wealth, Inc.
INCREASED
Shares1,234 from 404
Change+830 (+205%)
Value$327.0K (+$326.7K)
Filed 2026-10-20
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares1,231 from 299
Change+932 (+312%)
Value$325.9K (+$97.7K)
Filed 2026-11-03
LifeSteps Financial, Inc.
INCREASED
Shares1,229 from 320
Change+909 (+284%)
Value$325.3K (+$81.1K)
Filed 2026-10-15
Phillips Financial Management, LLC
INCREASED
Shares1,226 from 302
Change+924 (+306%)
Value$324.6K (+$94.1K)
Filed 2026-10-19
CV Advisors LLC
UNCHANGED
Shares1,224 from 1,224
Change0 (0%)
Value$324.1K (+$90.5K)
Filed 2026-10-13
Busey Bank
INCREASED
Shares1,222 from 293
Change+929 (+317%)
Value$323.5K (+$99.9K)
Filed 2026-10-26
Stonebridge Financial Group, LLC
INCREASED
Shares1,222 from 298
Change+924 (+310%)
Value$323.5K (+$96.1K)
Filed 2026-10-01
Brooklyn FI, LLC
INCREASED
Shares1,221 from 723
Change+498 (+69%)
Value$294.3K (+$158.0K)
Filed 2026-11-05
Clarus Group, Inc.
INCREASED
Shares1,219 from 305
Change+914 (+300%)
Value$322.7K (+$90.2K)
Filed 2026-10-21
First Heartland Consultants, Inc.
NEW
Shares1,211
Change+1,211
Value$320.6K
Filed 2026-10-08
Macroview Investment Management LLC
INCREASED
Shares1,201 from 313
Change+888 (+284%)
Value$318.0K (+$79.1K)
Filed 2026-10-26
TritonPoint Partners, LLC
INCREASED
Shares1,201 from 827
Change+374 (+45%)
Value$318.0K (-$312.9K)
Filed 2026-11-05
Middleton & Co Inc
INCREASED
Shares1,200 from 300
Change+900 (+300%)
Value$317.7K (+$88.8K)
Filed 2026-10-23
Paragon Private Wealth Management, LLC
INCREASED
Shares1,197 from 583
Change+614 (+105%)
Value$316.9K (-$128.0K)
Filed 2026-10-20
SJS Investment Consulting Inc.
INCREASED
Shares1,196 from 21
Change+1,175 (+5595%)
Value$316.7K (+$300.7K)
Filed 2026-10-26
Wilkerson Advisory Group LLC
INCREASED
Shares1,196 from 352
Change+844 (+240%)
Value$316.6K (+$48.0K)
Filed 2026-10-20
Luts & Greenleigh Group, Inc.
INCREASED
Shares1,195 from 278
Change+917 (+330%)
Value$316.4K (+$104.2K)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
NEW
Shares1,193
Change+1,193
Value$315.8K
Filed 2026-10-16
MTM Investment Management, LLC
INCREASED
Shares1,188 from 297
Change+891 (+300%)
Value$314.5K (+$87.9K)
Filed 2026-10-30
Northwest Wealth Management, LLC
INCREASED
Shares1,185 from 266
Change+919 (+345%)
Value$313.7K (+$110.7K)
Filed 2026-10-30
North Star Investment Management Corp.
INCREASED
Shares1,184 from 286
Change+898 (+314%)
Value$313.5K (+$95.2K)
Filed 2026-10-27
Sagace Wealth Management LLC
INCREASED
Shares1,183 from 409
Change+774 (+189%)
Value$313.2K (+$1.1K)
Filed 2026-10-28
Hummer Financial Advisory Services Inc
INCREASED
Shares1,180 from 295
Change+885 (+300%)
Value$312.4K (+$87.3K)
Filed 2026-10-09
Vivid Wealth Management, LLC
INCREASED
Shares1,172 from 293
Change+879 (+300%)
Value$310.3K (+$86.7K)
Filed 2026-10-27
TSG Advice Partners, LLC
NEW
Shares1,170
Change+1,170
Value$892.9K
Filed 2026-10-29
BostonPremier Wealth LLC
INCREASED
Shares1,166 from 268
Change+898 (+335%)
Value$308.7K (+$104.2K)
Filed 2026-10-16
Crescent Grove Advisors, LLC
INCREASED
Shares1,160 from 295
Change+865 (+293%)
Value$307.1K (+$82.0K)
Filed 2026-10-21
Capital Asset Advisory Services LLC
INCREASED
Shares1,160 from 320
Change+840 (+263%)
Value$276.0K (+$31.8K)
Filed 2026-10-30
Entrewealth, LLC
INCREASED
Shares1,158 from 1,153
Change+5 (+0%)
Value$306.6K (+$67.5K)
Filed 2026-10-14
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares1,156 from 649
Change+507 (+78%)
Value$306.1K (-$189.2K)
Filed 2026-10-16
Rose Capital Advisors LLC
NEW
Shares1,153
Change+1,153
Value$305.3K
Filed 2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$874.6K ($0)
Filed 2026-10-15
Fidato Wealth LLC
NEW
Shares1,144
Change+1,144
Value$302.9K
Filed 2026-10-13
ZWJ Investment Counsel Inc
INCREASED
Shares1,144 from 337
Change+807 (+239%)
Value$302.9K (+$45.7K)
Filed 2026-10-15
Rockline Wealth Management, LLC
INCREASED
Shares1,140 from 285
Change+855 (+300%)
Value$301.8K (+$84.3K)
Filed 2026-10-26
Hunter Associates Investment Management LLC
INCREASED
Shares1,138 from 263
Change+875 (+333%)
Value$301.0K (+$300.8K)
Filed 2026-10-26
Brucke Financial, Inc.
NEW
Shares1,137
Change+1,137
Value$301.0K
Filed 2026-10-23
ROI Financial Advisors, LLC
NEW
Shares1,132
Change+1,132
Value$299.6K
Filed 2026-10-19
Powers Advisory Group, LLC
INCREASED
Shares1,126 from 349
Change+777 (+223%)
Value$298.1K (+$31.8K)
Filed 2026-10-14
Straight Path Wealth Management
INCREASED
Shares1,122 from 265
Change+857 (+323%)
Value$297.1K (+$94.8K)
Filed 2026-10-23
Birch Hill Investment Advisors LLC
INCREASED
Shares1,115 from 279
Change+836 (+300%)
Value$295.2K (+$82.5K)
Filed 2026-10-16
Financial Symmetry Inc
NEW
Shares1,112
Change+1,112
Value$294.4K
Filed 2026-10-06
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,107 from 120
Change+987 (+823%)
Value$293.3K (+$201.6K)
Filed 2026-10-16
Sierra Ocean, LLC
INCREASED
Shares1,106 from 267
Change+839 (+314%)
Value$292.8K (+$89.1K)
Filed 2026-11-03
Bestgate Wealth Advisors, LLC
NEW
Shares1,104
Change+1,104
Value$292.3K
Filed 2026-10-13
Opus Capital Group, LLC
INCREASED
Shares1,102 from 283
Change+819 (+289%)
Value$292.0K (+$291.8K)
Filed 2026-10-30
First Bank & Trust
NEW
Shares1,101
Change+1,101
Value$291.5K
Filed 2026-10-19
San Luis Wealth Advisors LLC
NEW
Shares1,093
Change+1,093
Value$289.4K
Filed 2026-10-27
BNC Wealth Management, LLC
INCREASED
Shares1,092 from 273
Change+819 (+300%)
Value$289.1K (+$80.8K)
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares1,086 from 38
Change+1,048 (+2758%)
Value$287.5K (+$258.5K)
Filed 2026-11-05
JSF Financial, LLC
INCREASED
Shares1,086 from 279
Change+807 (+289%)
Value$287.5K (+$74.6K)
Filed 2026-10-22
Sutton Place Investors LLC
INCREASED
Shares1,084 from 278
Change+806 (+290%)
Value$287.0K (+$74.8K)
Filed 2026-10-20
Affinity Capital Advisors, LLC
INCREASED
Shares1,080 from 1,032
Change+48 (+5%)
Value$297.0K (+$91.3K)
Filed 2026-10-13
Arsenal Capital Advisors LLC
NEW
Shares1,079
Change+1,079
Value$285.7K
Filed 2026-11-02
Leeward Financial Partners, LLC
INCREASED
Shares1,076 from 269
Change+807 (+300%)
Value$284.9K (+$79.6K)
Filed 2026-10-23
Stackstone Wealth, LLC
NEW
Shares1,070
Change+1,070
Value$283.3K
Filed 2026-10-19
Motive Wealth Advisors
NEW
Shares1,068
Change+1,068
Value$282.8K
Filed 2026-10-26
Iron Financial LLC
DECREASED
Shares1,065 from 2,590
Change-1,525 (-59%)
Value$282.0K (-$1.7M)
Filed 2026-10-23
CPC Advisors, LLC
NEW
Shares1,058
Change+1,058
Value$280.1K
Filed 2026-10-21
M.E. Allison & Co., Inc.
INCREASED
Shares1,056 from 264
Change+792 (+300%)
Value$279.6K (+$78.1K)
Filed 2026-10-09
Buck Wealth Strategies, LLC
INCREASED
Shares1,054 from 8
Change+1,046 (+13075%)
Value$279.0K (+$272.9K)
Filed 2026-10-28
Smith Chas P & Associates PA Cpas
NEW
Shares1,052
Change+1,052
Value$239.2K
Filed 2026-10-22
Wiser Wealth Management, Inc
NEW
Shares1,051
Change+1,051
Value$278.3K
Filed 2026-10-14
BAM Wealth Management, LLC
NEW
Shares1,048
Change+1,048
Value$277.5K
Filed 2026-10-15
Sloy Dahl & Holst, LLC
NEW
Shares1,048
Change+1,048
Value$277.5K
Filed 2026-10-14
Sun Group Wealth Partners
NEW
Shares1,048
Change+1,048
Value$277.5K
Filed 2026-10-26
CPR Investments Inc.
INCREASED
Shares1,047 from 323
Change+724 (+224%)
Value$277.2K (+$30.5K)
Filed 2026-10-26
Apex Wealth Management, LLC
NEW
Shares1,046
Change+1,046
Value$276.9K
Filed 2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED
Shares1,044 from 1,072
Change-28 (-3%)
Value$276.4K (-$541.7K)
Filed 2026-10-15
Summa Corp.
NEW
Shares1,040
Change+1,040
Value$275.3K
Filed 2026-10-30
Lord & Richards Wealth Management, LLC
DECREASED
Shares1,040 from 1,096
Change-56 (-5%)
Value$275.3K (-$561.1K)
Filed 2026-10-14
Tanager Wealth Management LLP
NEW
Shares1,038
Change+1,038
Value$274.8K
Filed 2026-10-19
August Group Capital Ltd
NEW
Shares1,037
Change+1,037
Value$274.5K
Filed 2026-10-14
Chapin Davis, Inc.
NEW
Shares1,037
Change+1,037
Value$274.5K
Filed 2026-10-09
Abacus Planning Group, Inc.
NEW
Shares1,037
Change+1,037
Value$274.5K
Filed 2026-11-02
Unique Wealth, LLC
NEW
Shares1,036
Change+1,036
Value$274.3K
Filed 2026-10-16
Greenup Street Wealth Management LLC
NEW
Shares1,034
Change+1,034
Value$273.8K
Filed 2026-10-28
Burton Enright Welch
NEW
Shares1,027
Change+1,027
Value$271.9K
Filed 2026-11-04
Squire Investment Management Company, LLC
NEW
Shares1,026
Change+1,026
Value$271.6K
Filed 2026-11-03
Ramiah Investment Group
NEW
Shares1,024
Change+1,024
Value$271.1K
Filed 2026-10-20
Bill Few Associates, Inc.
NEW
Shares1,022
Change+1,022
Value$270.6K
Filed 2026-10-09
Eubel Brady & Suttman Asset Management Inc
NEW
Shares1,016
Change+1,016
Value$269.0K
Filed 2026-11-04
Mcdonald Partners LLC
INCREASED
Shares1,016 from 254
Change+762 (+300%)
Value$269.0K (+$75.1K)
Filed 2026-11-03
Cooper S Advisors, LLC
NEW
Shares1,015
Change+1,015
Value$268.7K
Filed 2026-11-03
Natural Investments, LLC
NEW
Shares1,012
Change+1,012
Value$267.8K
Filed 2026-11-06
Leslie Global Wealth, LLC
NEW
Shares1,009
Change+1,009
Value$267.1K
Filed 2026-10-26
Astra Wealth Partners LLC
NEW
Shares1,005
Change+1,005
Value$266.1K
Filed 2026-11-06
Precedent Wealth Partners, LLC
NEW
Shares1,001
Change+1,001
Value$265.1K
Filed 2026-10-21
Merrion Investment Management Co, LLC
NEW
Shares1,000
Change+1,000
Value$264.8K
Filed 2026-10-16
Polaris Investment Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$264.8K
Filed 2026-10-20
Future Financial Wealth Managment LLC
NEW
Shares1,000
Change+1,000
Value$264.8K
Filed 2026-10-15
Philadelphia Trust Co
NEW
Shares1,000
Change+1,000
Value$265.0K
Filed 2026-11-05
Oak Harvest Investment Services
NEW
Shares1,000
Change+1,000
Value$264.8K
Filed 2026-10-20
Guardian Partners Inc.
INCREASED
Shares1,000 from 250
Change+750 (+300%)
Value$264.8K (+$74.0K)
Filed 2026-10-21
Aviance Capital Partners, LLC
INCREASED
Shares998 from 290
Change+708 (+244%)
Value$264.2K (+$42.9K)
Filed 2026-10-29
Shakespeare Wealth Management, LLC
NEW
Shares992
Change+992
Value$262.6K
Filed 2026-10-28
Fortis Group Advisors, LLC
NEW
Shares991
Change+991
Value$248.1K
Filed 2026-11-06
Cullen T Bankers, Inc.
INCREASED
Shares988 from 103
Change+885 (+859%)
Value$261.6K (+$183.0K)
Filed 2026-10-28
Financial Consulate, Inc
INCREASED
Shares988 from 247
Change+741 (+300%)
Value$261.6K (+$73.1K)
Filed 2026-10-23
Associated Banc-Corp
INCREASED
Shares988 from 908
Change+80 (+9%)
Value$261.6K (-$431.4K)
Filed 2026-10-30
Wagner Wealth Management, LLC
NEW
Shares980
Change+980
Value$259.5K
Filed 2026-10-21
Rebalance, LLC
INCREASED
Shares980 from 263
Change+717 (+273%)
Value$259.5K (+$58.7K)
Filed 2026-10-22
Mattern Capital Management, LLC
NEW
Shares976
Change+976
Value$258.4K
Filed 2026-11-02
AMG National Trust Bank
NEW
Shares972
Change+972
Value$257.3K
Filed 2026-11-05
Legacy Edge Advisors, LLC
NEW
Shares968
Change+968
Value$256.3K
Filed 2026-11-06
Hidden Cove Wealth Management, LLC
NEW
Shares965
Change+965
Value$255.5K
Filed 2026-10-19
Clearstead Trust, LLC
INCREASED
Shares965 from 239
Change+726 (+304%)
Value$255.5K (+$73.1K)
Filed 2026-11-06
Physicians Financial Services, Inc.
NEW
Shares964
Change+964
Value$255.0K
Filed 2026-11-04
Eurizon SLJ Capital Ltd
INCREASED
Shares962 from 531
Change+431 (+81%)
Value$254.7K (-$150.5K)
Filed 2026-11-06
bLong Financial, LLC
NEW
Shares961
Change+961
Value$254.4K
Filed 2026-10-29
Compass Ion Advisors, LLC
NEW
Shares960
Change+960
Value$254.2K
Filed 2026-10-23
JDH Wealth Management, LLC
NEW
Shares958
Change+958
Value$253.6K
Filed 2026-10-20
Simplex Trading, LLC
INCREASED
Shares956 from 709
Change+247 (+35%)
Value$253.1K (-$288.0K)
Filed 2026-11-04
Three Magnolias Financial Advisors, LLC
INCREASED
Shares948 from 437
Change+511 (+117%)
Value$251.0K (-$82.5K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares945
Change+945
Value$250.2K
Filed 2026-10-13
KOM Wealth Management Group, LLC
NEW
Shares944
Change+944
Value$250.1K
Filed 2026-10-15
Piedmont Capital Management, LLC
NEW
Shares940
Change+940
Value$248.9K
Filed 2026-10-21
YHB Investment Advisors, Inc.
NEW
Shares940
Change+940
Value$248.9K
Filed 2026-10-08
Strengthening Families & Communities, LLC
INCREASED
Shares940 from 309
Change+631 (+204%)
Value$248.9K (+$13.1K)
Filed 2026-10-21
Badgley Phelps Wealth Managers, LLC
NEW
Shares938
Change+938
Value$248.3K
Filed 2026-10-22
TrueWealth Advisors, LLC
NEW
Shares936
Change+936
Value$247.8K
Filed 2026-10-09
Biltmore Family Office, LLC
NEW
Shares936
Change+936
Value$247.8K
Filed 2026-11-03
Johnson & White Wealth Management, LLC
NEW
Shares936
Change+936
Value$247.8K
Filed 2026-11-03
Alliance Private Wealth, LLC
NEW
Shares936
Change+936
Value$247.8K
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
NEW
Shares935
Change+935
Value$247.6K
Filed 2026-11-03
Warwick Investment Management, Inc.
NEW
Shares932
Change+932
Value$246.7K
Filed 2026-10-19
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares928 from 282
Change+646 (+229%)
Value$245.7K (+$30.5K)
Filed 2026-10-29
SFE Investment Counsel
NEW
Shares927
Change+927
Value$245.4K
Filed 2026-10-29
Ullmann Wealth Partners Group, LLC
NEW
Shares926
Change+926
Value$245.0K
Filed 2026-11-02
LaFleur & Godfrey LLC
NEW
Shares924
Change+924
Value$244.6K
Filed 2026-10-27
Chicago Capital, LLC
NEW
Shares924
Change+924
Value$244.6K
Filed 2026-10-13
Linscomb Wealth, Inc.
NEW
Shares922
Change+922
Value$244.1K
Filed 2026-11-05
Waters Parkerson & Co., LLC
NEW
Shares922
Change+922
Value$244.1K
Filed 2026-11-04
North Berkeley Wealth Management, LLC
NEW
Shares920
Change+920
Value$243.6K
Filed 2026-11-02
Owl Creek Wealth Partners LLC
INCREASED
Shares920 from 230
Change+690 (+300%)
Value$243.6K (+$68.0K)
Filed 2026-10-20
Sprinkle Financial Consultants LLC
NEW
Shares916
Change+916
Value$242.5K
Filed 2026-10-09
Bosman Wealth Management, LLC
NEW
Shares912
Change+912
Value$241.5K
Filed 2026-10-28
CWS Financial Advisors, LLC
NEW
Shares908
Change+908
Value$240.4K
Filed 2026-10-16
Founders Grove Wealth Partners, LLC
NEW
Shares907
Change+907
Value$240.1K
Filed 2026-10-16
WJ Wealth Management, LLC
NEW
Shares904
Change+904
Value$239.3K
Filed 2026-11-03
Firethorn Wealth Partners, LLC
NEW
Shares902
Change+902
Value$238.8K
Filed 2026-10-14
Novem Group
NEW
Shares902
Change+902
Value$238.8K
Filed 2026-10-19
Elevation Capital Advisory, LLC
NEW
Shares901
Change+901
Value$238.5K
Filed 2026-10-29
Aletheian Wealth Advisors LLC
NEW
Shares897
Change+897
Value$237.5K
Filed 2026-10-08
Worth Financial Advisory Group, LLC
NEW
Shares897
Change+897
Value$237.5K
Filed 2026-10-19
Fell Capital Management
NEW
Shares888
Change+888
Value$235.1K
Filed 2026-10-09
Lantz Financial LLC
NEW
Shares887
Change+887
Value$234.8K
Filed 2026-10-15
Financial Management Network Inc
DECREASED
Shares883 from 1,084
Change-201 (-19%)
Value$238.3K (+$18.3K)
Filed 2026-10-09
Pacific Sage Partners, LLC
NEW
Shares879
Change+879
Value$232.7K
Filed 2026-10-21
Greenbush Financial Group, LLC
NEW
Shares876
Change+876
Value$231.9K
Filed 2026-10-15
Glass Jacobson Investment Advisors llc
INCREASED
Shares876 from 77
Change+799 (+1038%)
Value$232.0K (+$173.2K)
Filed 2026-10-26
Garde Capital, Inc.
NEW
Shares873
Change+873
Value$231.1K
Filed 2026-10-29
Tranquility Partners, LLC
NEW
Shares872
Change+872
Value$230.9K
Filed 2026-10-20
Connecticut Wealth Management, LLC
NEW
Shares863
Change+863
Value$228.5K
Filed 2026-10-13
Barings LLC
NEW
Shares860
Change+860
Value$227.7K
Filed 2026-10-22
Compass Financial Services Inc
NEW
Shares848
Change+848
Value$224.5K
Filed 2026-11-06
Mlp3, LLC
NEW
Shares847
Change+847
Value$224.2K
Filed 2026-10-22
Prevail Innovative Wealth Advisors, LLC
NEW
Shares847
Change+847
Value$224.8K
Filed 2026-10-20
Visionary Horizons, LLC
NEW
Shares844
Change+844
Value$223.5K
Filed 2026-10-22
Warner Financial, Inc
NEW
Shares842
Change+842
Value$222.9K
Filed 2026-11-06
Amplius Wealth Advisors, LLC
NEW
Shares841
Change+841
Value$222.7K
Filed 2026-10-20
Voisard Asset Management Group, Inc.
NEW
Shares841
Change+841
Value$222.7K
Filed 2026-10-13
OFC Financial Planning, LLC
NEW
Shares840
Change+840
Value$222.4K
Filed 2026-11-06
PCG Asset Management, LLC
NEW
Shares838
Change+838
Value$221.9K
Filed 2026-11-05
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
NEW
Shares836
Change+836
Value$221.3K
Filed 2026-11-06
Purus Wealth Management, LLC
NEW
Shares836
Change+836
Value$221.3K
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
INCREASED
Shares832 from 448
Change+384 (+86%)
Value$220.3K (-$121.6K)
Filed 2026-11-04
Cypress Capital, LLC
INCREASED
Shares829 from 352
Change+477 (+136%)
Value$219.5K (-$49.1K)
Filed 2026-10-20
Waldron Private Wealth LLC
NEW
Shares828
Change+828
Value$219.2K
Filed 2026-11-02
Genesis Private Wealth, LLC
NEW
Shares827
Change+827
Value$218.9K
Filed 2026-11-02
Carter Financial Group, Inc.
NEW
Shares825
Change+825
Value$218.4K
Filed 2026-10-21
G2 Capital Management, LLC / OH
NEW
Shares823
Change+823
Value$217.9K
Filed 2026-10-23
Cordgrass Capital Advisors, LLC
INCREASED
Shares823 from 273
Change+550 (+201%)
Value$217.8K (+$9.5K)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares821
Change+821
Value$217.5K
Filed 2026-10-27
Alpine Bank Wealth Management
INCREASED
Shares821 from 231
Change+590 (+255%)
Value$217.4K (+$41.1K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
INCREASED
Shares816 from 179
Change+637 (+356%)
Value$216.0K (+$79.4K)
Filed 2026-10-22
United Asset Strategies, Inc.
NEW
Shares813
Change+813
Value$215.2K
Filed 2026-10-28
Box Hill Private Wealth LLC
NEW
Shares812
Change+812
Value$215.0K
Filed 2026-10-05
Keenan, LLC
NEW
Shares812
Change+812
Value$215.0K
Filed 2026-10-23
Verum Partners LLC
NEW
Shares812
Change+812
Value$214.9K
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED
Shares812 from 198
Change+614 (+310%)
Value$215.0K (+$63.9K)
Filed 2026-11-02
Argentarii, LLC
NEW
Shares811
Change+811
Value$214.7K
Filed 2026-10-28
Syverson Strege & Co
NEW
Shares810
Change+810
Value$214.4K
Filed 2026-11-02
Mokosak Advisory Group, LLC
NEW
Shares808
Change+808
Value$213.9K
Filed 2026-10-20
Towerpoint Wealth, LLC
NEW
Shares805
Change+805
Value$213.1K
Filed 2026-10-13
Instrumental Wealth, LLC
NEW
Shares805
Change+805
Value$213.2K
Filed 2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares804 from 270
Change+534 (+198%)
Value$212.9K (+$6.8K)
Filed 2026-10-09
TL Private Wealth
NEW
Shares800
Change+800
Value$210.4K
Filed 2026-10-13
Sonata Capital Group Inc
NEW
Shares800
Change+800
Value$211.8K
Filed 2026-10-19
Capital Management Associates, Inc
NEW
Shares800
Change+800
Value$211.8K
Filed 2026-10-20
Cypress Asset Management Inc
NEW
Shares800
Change+800
Value$211.8K
Filed 2026-10-09
Wealth Management Nebraska
NEW
Shares800
Change+800
Value$211.8K
Filed 2026-10-26
Wedgewood Investors Inc
NEW
Shares800
Change+800
Value$211.8K
Filed 2026-10-28
TCI Wealth Advisors, Inc.
NEW
Shares800
Change+800
Value$211.8K
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares800 from 212
Change+588 (+277%)
Value$211.8K (+$50.4K)
Filed 2026-10-07
Stonebridge Financial Planning Group, LLC
INCREASED
Shares800 from 350
Change+450 (+129%)
Value$211.8K (-$55.3K)
Filed 2026-11-06
Market Street Wealth Management Advisors LLC
NEW
Shares799
Change+799
Value$211.5K
Filed 2026-10-09
Nordwand Advisors, LLC
NEW
Shares798
Change+798
Value$211.3K
Filed 2026-11-05
CFS Investment Advisory Services, LLC
NEW
Shares797
Change+797
Value$222.3K
Filed 2026-10-19
Bluedoor Private Wealth, LLC
NEW
Shares797
Change+797
Value$211.0K
Filed 2026-11-05
John G Ullman & Associates Inc
NEW
Shares796
Change+796
Value$210.7K
Filed 2026-11-04
Channel Wealth LLC
NEW
Shares796
Change+796
Value$210.7K
Filed 2026-11-06
Monument Capital Management
NEW
Shares792
Change+792
Value$209.7K
Filed 2026-10-09
Virtue Capital Management, LLC
NEW
Shares791
Change+791
Value$209.4K
Filed 2026-10-29
PVG Asset Management Corp
NEW
Shares789
Change+789
Value$208.9K
Filed 2026-10-19
Certior Financial Group, LLC
INCREASED
Shares789 from 288
Change+501 (+174%)
Value$208.9K (-$10.9K)
Filed 2026-10-19
Arlington Capital Management Inc
NEW
Shares780
Change+780
Value$206.5K
Filed 2026-10-30
Titan Investment Management LLC
NEW
Shares780
Change+780
Value$206.5K
Filed 2026-10-22
Dala Group, LLC
NEW
Shares780
Change+780
Value$206.5K
Filed 2026-10-29
Cora Capital Advisors LLC
NEW
Shares778
Change+778
Value$206.0K
Filed 2026-11-02
Beaumont Financial Advisors, LLC
NEW
Shares775
Change+775
Value$205.1K
Filed 2026-10-22
Providence Wealth Advisors, LLC
NEW
Shares774
Change+774
Value$209.0K
Filed 2026-10-29
Archer Investment Corp
INCREASED
Shares772 from 236
Change+536 (+227%)
Value$204.4K (+$24.3K)
Filed 2026-11-05
Arta Finance Wealth Management LLC
NEW
Shares771
Change+771
Value$204.1K
Filed 2026-10-28
Lountzis Asset Management, LLC
NEW
Shares768
Change+768
Value$203.3K
Filed 2026-10-30
Journey Retirement Planning & Investment Management LLC
NEW
Shares767
Change+767
Value$203.1K
Filed 2026-10-09
Stirlingshire Investments, Inc.
NEW
Shares766
Change+766
Value$202.8K
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
NEW
Shares766
Change+766
Value$202.8K
Filed 2026-10-13
Diversified Enterprises, LLC
NEW
Shares765
Change+765
Value$202.6K
Filed 2026-10-19
Norris Perne & French LLP
NEW
Shares764
Change+764
Value$202.3K
Filed 2026-10-23
Financial Security Advisor, Inc.
NEW
Shares764
Change+764
Value$202.3K
Filed 2026-11-03
Hoxton Planning & Management, LLC
NEW
Shares762
Change+762
Value$201.7K
Filed 2026-10-15
Noesis Capital Mangement Corp
NEW
Shares760
Change+760
Value$201.2K
Filed 2026-10-26
Barrett & Company, Inc.
INCREASED
Shares760 from 190
Change+570 (+300%)
Value$201.2K (+$56.2K)
Filed 2026-10-22
Tenet Wealth Partners, LLC
NEW
Shares758
Change+758
Value$200.7K
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares755 from 182
Change+573 (+315%)
Value$199.9K (+$61.0K)
Filed 2026-11-05
Boyum Wealth Architects LLC
NEW
Shares748
Change+748
Value$202.0K
Filed 2026-10-06
Mainsail Asset Management, LLC
NEW
Shares744
Change+744
Value$207.5K
Filed 2026-10-14
UMB Private Wealth Management, LLC
NEW
Shares742
Change+742
Value$196.4K
Filed 2026-10-19
Torren Management, LLC
INCREASED
Shares700 from 10
Change+690 (+6900%)
Value$185.3K (+$177.7K)
Filed 2026-10-29
Albion Financial Group
INCREASED
Shares638 from 132
Change+506 (+383%)
Value$168.9K (+$68.2K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares635 from 135
Change+500 (+370%)
Value$168.2K (+$65.3K)
Filed 2026-10-20
Covestor Ltd
INCREASED
Shares614 from 85
Change+529 (+622%)
Value$163.0K (+$162.9K)
Filed 2026-10-30
IFS Advisors, LLC
INCREASED
Shares612 from 149
Change+463 (+311%)
Value$162.0K (+$48.3K)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
INCREASED
Shares608 from 201
Change+407 (+202%)
Value$161.1K (+$7.7K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
INCREASED
Shares569 from 142
Change+427 (+301%)
Value$150.5K (+$42.1K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
INCREASED
Shares565 from 124
Change+441 (+356%)
Value$149.6K (+$55.0K)
Filed 2026-10-07
Financial Management Professionals, Inc.
INCREASED
Shares564 from 196
Change+368 (+188%)
Value$149.3K (-$256)
Filed 2026-10-23
Western Pacific Wealth Management, LP
INCREASED
Shares562 from 155
Change+407 (+263%)
Value$148.8K (+$30.5K)
Filed 2026-10-16
Salomon & Ludwin, LLC
INCREASED
Shares556 from 139
Change+417 (+300%)
Value$147.2K (+$39.8K)
Filed 2026-10-29
Davis Capital Management
INCREASED
Shares556 from 162
Change+394 (+243%)
Value$147.2K (+$23.6K)
Filed 2026-10-08
NBH Bank
INCREASED
Shares552 from 121
Change+431 (+356%)
Value$146.1K (+$53.8K)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares542
Change+542
Value$145
Filed 2026-10-02
Bfsg, LLC
INCREASED
Shares536 from 136
Change+400 (+294%)
Value$141.9K (+$38.1K)
Filed 2026-10-30
American Capital Advisory, LLC
INCREASED
Shares535 from 133
Change+402 (+302%)
Value$141.6K (+$40.1K)
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$403.7K ($0)
Filed 2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares520 from 130
Change+390 (+300%)
Value$137.7K (+$38.5K)
Filed 2026-10-23
Olistico Wealth, LLC
INCREASED
Shares512 from 132
Change+380 (+288%)
Value$135.6K (+$34.8K)
Filed 2026-10-05
University of Texas S AM Investment Management Co
INCREASED
Shares498 from 118
Change+380 (+322%)
Value$131.8K (+$41.8K)
Filed 2026-11-03
GK Wealth Management LLC
INCREASED
Shares497 from 328
Change+169 (+52%)
Value$131.6K (-$118.7K)
Filed 2026-10-09
Tower Trust & Investment Co
INCREASED
Shares496 from 126
Change+370 (+294%)
Value$131.3K (+$35.2K)
Filed 2026-10-28
Joseph Group Capital Management
INCREASED
Shares480 from 106
Change+374 (+353%)
Value$127.1K (+$46.2K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED
Shares478 from 122
Change+356 (+292%)
Value$126.6K (+$33.4K)
Filed 2026-10-29
Avion Wealth
INCREASED
Shares476 from 112
Change+364 (+325%)
Value$126.0K (+$125.9K)
Filed 2026-11-04
Cornerstone National Bank & Trust Co
INCREASED
Shares472 from 118
Change+354 (+300%)
Value$125.6K (+$34.4K)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares465 from 115
Change+350 (+304%)
Value$123.1K (+$35.3K)
Filed 2026-10-20
Tompkins Financial Corp
INCREASED
Shares464 from 116
Change+348 (+300%)
Value$122.8K (+$34.3K)
Filed 2026-10-05
Center for Financial Planning, Inc.
INCREASED
Shares461 from 176
Change+285 (+162%)
Value$122.0K (-$12.3K)
Filed 2026-10-26
Financial Perspectives, Inc
INCREASED
Shares448 from 112
Change+336 (+300%)
Value$118.6K (+$33.1K)
Filed 2026-11-03
Hughes Financial Services, LLC
INCREASED
Shares445 from 122
Change+323 (+265%)
Value$116.2K (+$23.1K)
Filed 2026-10-30
RMG Wealth Management LLC
INCREASED
Shares441 from 428
Change+13 (+3%)
Value$104.8K (+$9.8K)
Filed 2026-10-26
Contravisory Investment Management, Inc.
INCREASED
Shares428 from 107
Change+321 (+300%)
Value$113.3K (+$31.7K)
Filed 2026-10-13
Hilton Head Capital Partners, LLC
INCREASED
Shares426 from 100
Change+326 (+326%)
Value$112.8K (+$36.5K)
Filed 2026-10-23
Vaquero Private Wealth, LTD
INCREASED
Shares424 from 106
Change+318 (+300%)
Value$112.3K (+$31.4K)
Filed 2026-10-27
Asset Planning,Inc
INCREASED
Shares400 from 100
Change+300 (+300%)
Value$105.9K (+$29.6K)
Filed 2026-10-26
Paladin Partners, LLC
INCREASED
Shares400 from 100
Change+300 (+300%)
Value$105.9K (+$29.6K)
Filed 2026-10-06
Mosley Wealth Management
INCREASED
Shares396 from 87
Change+309 (+355%)
Value$96.9K (+$30.5K)
Filed 2026-10-16
Clark Wealth Partners
INCREASED
Shares396 from 88
Change+308 (+350%)
Value$104.8K (+$37.7K)
Filed 2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares372 from 93
Change+279 (+300%)
Value$98.5K (+$27.5K)
Filed 2026-10-30
Tsfg, LLC
INCREASED
Shares370 from 226
Change+144 (+64%)
Value$98.0K (+$97.8K)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares369 from 90
Change+279 (+310%)
Value$97.7K (+$29.0K)
Filed 2026-10-16
Latitude Advisors, LLC
NEW
Shares365
Change+365
Value$96.6K
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares360 from 85
Change+275 (+324%)
Value$95.3K (+$30.4K)
Filed 2026-10-14
American National Bank & Trust
INCREASED
Shares352 from 88
Change+264 (+300%)
Value$93.2K (+$26.0K)
Filed 2026-10-07
TFC Financial Management, Inc.
INCREASED
Shares352 from 115
Change+237 (+206%)
Value$93.2K (+$5.4K)
Filed 2026-10-26
North Point Portfolio Managers Corp
NEW
Shares344
Change+344
Value$91.1K
Filed 2026-10-07
Downshift Financial, LLC
INCREASED
Shares338 from 36
Change+302 (+839%)
Value$89.5K (+$62.0K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
INCREASED
Shares328 from 82
Change+246 (+300%)
Value$86.8K (+$24.3K)
Filed 2026-10-21
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares324 from 11
Change+313 (+2845%)
Value$85.8K (+$77.4K)
Filed 2026-10-30
Union Savings Bank
INCREASED
Shares324 from 81
Change+243 (+300%)
Value$85.8K (+$24.0K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
INCREASED
Shares323 from 74
Change+249 (+336%)
Value$86.0K (+$85.9K)
Filed 2026-10-27
Livelsberger Financial Advisory
NEW
Shares320
Change+320
Value$84.7K
Filed 2026-10-28
True Wealth Design, LLC
INCREASED
Shares320 from 79
Change+241 (+305%)
Value$84.7K (+$24.4K)
Filed 2026-10-13
Essential Partners LLC
INCREASED
Shares320 from 80
Change+240 (+300%)
Value$84.7K (+$23.7K)
Filed 2026-10-14
Rachor Investment Advisory Services, LLC
INCREASED
Shares320 from 80
Change+240 (+300%)
Value$84.7K (+$23.7K)
Filed 2026-10-29
Catalyst Capital Advisors LLC
INCREASED
Shares318 from 71
Change+247 (+348%)
Value$84.2K (+$30.0K)
Filed 2026-11-02
GoalVest Advisory LLC
INCREASED
Shares308 from 127
Change+181 (+143%)
Value$81.5K (-$15.4K)
Filed 2026-10-02
Hanson & Doremus Investment Management
INCREASED
Shares304 from 45
Change+259 (+576%)
Value$80.0K (+$80.0K)
Filed 2026-10-16
Gen-Wealth Partners Inc
INCREASED
Shares304 from 222
Change+82 (+37%)
Value$80.4K (-$88.8K)
Filed 2026-11-04
Manchester Capital Management LLC
INCREASED
Shares296 from 94
Change+202 (+215%)
Value$78.4K (+$6.6K)
Filed 2026-10-22
Chilton Capital Management LLC
INCREASED
Shares280 from 70
Change+210 (+300%)
Value$74.1K (+$20.7K)
Filed 2026-10-28
Wealth Analytics Partners, LLC
NEW
Shares276
Change+276
Value$73.1K
Filed 2026-10-19
CFG Wealth Management Services, Inc.
NEW
Shares270
Change+270
Value$71.8K
Filed 2026-10-21
Country Trust Bank
NEW
Shares268
Change+268
Value$71.0K
Filed 2026-10-30
Washington Trust Advisors, Inc.
INCREASED
Shares265 from 66
Change+199 (+302%)
Value$70.2K (+$19.8K)
Filed 2026-10-22
Kozak & Associates, Inc.
INCREASED
Shares264 from 66
Change+198 (+300%)
Value$70.4K (+$19.4K)
Filed 2026-10-29
First Bancorp, Inc
INCREASED
Shares260 from 65
Change+195 (+300%)
Value$68.8K (+$19.2K)
Filed 2026-10-26
Highline Wealth Partners LLC
INCREASED
Shares257 from 51
Change+206 (+404%)
Value$68.0K (+$29.1K)
Filed 2026-10-19
William Mack & Associates, Inc.
NEW
Shares254
Change+254
Value$67.2K
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
INCREASED
Shares245 from 62
Change+183 (+295%)
Value$64.9K (+$17.5K)
Filed 2026-10-30
Financial Network Wealth Advisors LLC
INCREASED
Shares239 from 58
Change+181 (+312%)
Value$63.3K (+$19.0K)
Filed 2026-10-28
POM Investment Strategies, LLC
INCREASED
Shares236 from 59
Change+177 (+300%)
Value$62.5K (+$17.5K)
Filed 2026-10-20
Proathlete Wealth Management LLC
INCREASED
Shares232 from 1
Change+231 (+23100%)
Value$61.4K (+$60.7K)
Filed 2026-10-15
Signature Resources Capital Management, LLC
INCREASED
Shares228 from 18
Change+210 (+1167%)
Value$60.4K (+$46.6K)
Filed 2026-10-16
Miller Global Investments, LLC
INCREASED
Shares224 from 56
Change+168 (+300%)
Value$59.3K (+$16.6K)
Filed 2026-10-02
Nova Financial LLC
NEW
Shares214
Change+214
Value$56.7K
Filed 2026-11-04
WPG Advisers, LLC
INCREASED
Shares208 from 47
Change+161 (+343%)
Value$55.1K (+$19.2K)
Filed 2026-10-27
1620 Investment Advisors, Inc.
INCREASED
Shares208 from 90
Change+118 (+131%)
Value$55.1K (-$13.6K)
Filed 2026-11-04
Creative Capital Management Investments LLC
INCREASED
Shares205 from 42
Change+163 (+388%)
Value$54.3K (+$22.2K)
Filed 2026-10-28
Tradewinds Capital Management, LLC
INCREASED
Shares205 from 75
Change+130 (+173%)
Value$54.3K (-$3.0K)
Filed 2026-10-23
Activest Wealth Management
INCREASED
Shares201 from 39
Change+162 (+415%)
Value$53.2K (+$23.5K)
Filed 2026-10-15
Financial Freedom, LLC
NEW
Shares200
Change+200
Value$53.0K
Filed 2026-11-06
Lipe & Dalton
NEW
Shares200
Change+200
Value$53.0K
Filed 2026-10-15
Vermillion Wealth Management, Inc.
INCREASED
Shares200 from 100
Change+100 (+100%)
Value$53.0K (-$23.4K)
Filed 2026-10-26
Marquette Asset Management, LLC
INCREASED
Shares196 from 49
Change+147 (+300%)
Value$51.9K (+$14.5K)
Filed 2026-10-09
Horizon Financial Services, LLC
NEW
Shares195
Change+195
Value$51.6K
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares192 from 44
Change+148 (+336%)
Value$50.8K (+$17.3K)
Filed 2026-10-19
Kelleher Financial Advisors
INCREASED
Shares192 from 148
Change+44 (+30%)
Value$50.8K (-$62.1K)
Filed 2026-10-30
Cedar Mountain Advisors, LLC
INCREASED
Shares189 from 45
Change+144 (+320%)
Value$50.0K (+$15.7K)
Filed 2026-10-15
Costello Asset Management, Inc
INCREASED
Shares188 from 47
Change+141 (+300%)
Value$49.8K (+$13.9K)
Filed 2026-10-30
Sunrise Financial Services, LLC
INCREASED
Shares180 from 45
Change+135 (+300%)
Value$47.7K (+$13.3K)
Filed 2026-10-21
Byrne Asset Management LLC
INCREASED
Shares176 from 44
Change+132 (+300%)
Value$46.8K (+$13.3K)
Filed 2026-10-06
Princeton Global Asset Management LLC
INCREASED
Shares168 from 42
Change+126 (+300%)
Value$44.5K (+$12.4K)
Filed 2026-10-21
MidAtlantic Capital Management, Inc.
NEW
Shares160
Change+160
Value$42.4K
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
INCREASED
Shares160 from 40
Change+120 (+300%)
Value$42.4K (+$11.8K)
Filed 2026-10-23
Oakworth Capital, Inc.
INCREASED
Shares160 from 40
Change+120 (+300%)
Value$42.4K (+$11.5K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares156 from 25
Change+131 (+524%)
Value$41.3K (+$22.0K)
Filed 2026-10-16
Birch Financial Group, LLC
NEW
Shares148
Change+148
Value$39.3K
Filed 2026-10-27
Prudent Man Investment Management, Inc.
NEW
Shares142
Change+142
Value$37.6K
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares140
Change+140
Value$37.1K
Filed 2026-10-30
Quaker Wealth Management, LLC
INCREASED
Shares140 from 35
Change+105 (+300%)
Value$37.1K (+$10.4K)
Filed 2026-10-22
Valued Wealth Advisors LLC
INCREASED
Shares133 from 32
Change+101 (+316%)
Value$35.2K (+$10.8K)
Filed 2026-11-05
Hickory Point Bank & Trust
INCREASED
Shares124 from 31
Change+93 (+300%)
Value$32.8K (+$9.2K)
Filed 2026-10-01
Noble Wealth Management PBC
INCREASED
Shares120 from 30
Change+90 (+300%)
Value$31.8K (+$8.9K)
Filed 2026-10-01
Burk Holdings LLC
INCREASED
Shares120 from 36
Change+84 (+233%)
Value$31.8K (+$4.3K)
Filed 2026-11-05
IMG Wealth Management, Inc.
INCREASED
Shares117 from 11
Change+106 (+964%)
Value$31.0K (+$22.6K)
Filed 2026-10-27
Retirement Wealth Solutions LLC
INCREASED
Shares115 from 20
Change+95 (+475%)
Value$30.4K (+$15.2K)
Filed 2026-10-07
Planning Strategies Inc.
INCREASED
Shares106 from 24
Change+82 (+342%)
Value$28.1K (+$9.7K)
Filed 2026-10-02
West Paces Advisors Inc.
INCREASED
Shares104 from 26
Change+78 (+300%)
Value$27.5K (+$7.7K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
INCREASED
Shares98 from 21
Change+77 (+367%)
Value$25.9K (+$9.9K)
Filed 2026-10-13
Valley National Advisers Inc
INCREASED
Shares97 from 23
Change+74 (+322%)
Value$25.7K (+$8.1K)
Filed 2026-10-23
Bare Financial Services, Inc
INCREASED
Shares96 from 20
Change+76 (+380%)
Value$25.4K (+$10.2K)
Filed 2026-11-04
First United Bank & Trust
NEW
Shares88
Change+88
Value$23.3K
Filed 2026-10-22
Jnba Financial Advisors
INCREASED
Shares86 from 8
Change+78 (+975%)
Value$22.8K (+$16.7K)
Filed 2026-11-03
Main Street Group, LTD
INCREASED
Shares84 from 21
Change+63 (+300%)
Value$22.2K (+$6.2K)
Filed 2026-10-28
Gleason Group, Inc.
INCREASED
Shares84 from 21
Change+63 (+300%)
Value$22.2K (+$6.2K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED
Shares79 from 17
Change+62 (+365%)
Value$20.9K (+$7.9K)
Filed 2026-11-03
Mascoma Wealth Management LLC
INCREASED
Shares76 from 19
Change+57 (+300%)
Value$20.1K (+$5.6K)
Filed 2026-10-23
Holos Integrated Wealth LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$17.3K (+$2.5K)
Filed 2026-10-23
DT Investment Partners, LLC
INCREASED
Shares72 from 18
Change+54 (+300%)
Value$19.1K (+$5.3K)
Filed 2026-10-27
Sawyer & Company, Inc
INCREASED
Shares72 from 18
Change+54 (+300%)
Value$19.1K (+$5.3K)
Filed 2026-10-21
Richardson Capital Management LLC
INCREASED
Shares68 from 17
Change+51 (+300%)
Value$18.0K (+$5.0K)
Filed 2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares64 from 16
Change+48 (+300%)
Value$16.9K (+$4.7K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
INCREASED
Shares61 from 10
Change+51 (+510%)
Value$16.2K (+$8.5K)
Filed 2026-10-09
Eukles Asset Management
INCREASED
Shares60 from 15
Change+45 (+300%)
Value$15.9K (+$4.4K)
Filed 2026-11-04
Your Advocates Ltd., LLP
INCREASED
Shares60 from 19
Change+41 (+216%)
Value$15.9K (+$1.4K)
Filed 2026-11-03
Reap Financial Group, LLC
INCREASED
Shares56 from 14
Change+42 (+300%)
Value$14.8K (+$4.1K)
Filed 2026-11-02
Winthrop Capital Management, LLC
INCREASED
Shares56 from 14
Change+42 (+300%)
Value$14.8K (+$14.8K)
Filed 2026-11-05
TrinityBridge Ltd
INCREASED
Shares49 from 17
Change+32 (+188%)
Value$13.0K (+$13.0K)
Filed 2026-10-30
Clayton Financial Group LLC
NEW
Shares48
Change+48
Value$12.7K
Filed 2026-10-13
Aspect Partners, LLC
INCREASED
Shares48 from 10
Change+38 (+380%)
Value$12.7K (+$5.1K)
Filed 2026-10-20
PFS Partners, LLC
INCREASED
Shares48 from 12
Change+36 (+300%)
Value$12.7K (+$3.6K)
Filed 2026-10-21
Entrust Financial LLC
INCREASED
Shares48 from 12
Change+36 (+300%)
Value$12.7K (+$3.6K)
Filed 2026-11-04
J.Safra Asset Management Corp
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$12.7K (+$3.6K)
Filed 2026-11-03
John Boyer, Inc.
NEW
Shares40
Change+40
Value$10.6K
Filed 2026-10-27
Lynch Investment Planning, LLC
NEW
Shares40
Change+40
Value$10.6K
Filed 2026-10-27
KFG LLC
NEW
Shares40
Change+40
Value$10.6K
Filed 2026-11-02
High Point Wealth Management, LLC
NEW
Shares40
Change+40
Value$10.6K
Filed 2026-11-05
Transce3nd, LLC
NEW
Shares40
Change+40
Value$9.6K
Filed 2026-10-26
Chapman Financial Group, LLC
INCREASED
Shares40 from 10
Change+30 (+300%)
Value$10.6K (+$3.0K)
Filed 2026-10-26
Pflug Koory, LLC
INCREASED
Shares40 from 10
Change+30 (+300%)
Value$10.6K (+$3.0K)
Filed 2026-10-26
MB, Levis & Associates, LLC
INCREASED
Shares40 from 10
Change+30 (+300%)
Value$10.6K (+$3.0K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
INCREASED
Shares40 from 10
Change+30 (+300%)
Value$10.7K (+$3.0K)
Filed 2026-11-04
Roxbury Financial LLC
INCREASED
Shares39 from 4
Change+35 (+875%)
Value$10.3K (+$7.3K)
Filed 2026-10-01
Brown, Lisle Ings, Inc.
INCREASED
Shares36 from 9
Change+27 (+300%)
Value$9.5K (+$2.7K)
Filed 2026-10-16
Winch Advisory Services, LLC
INCREASED
Shares36 from 9
Change+27 (+300%)
Value$9.5K (+$2.7K)
Filed 2026-11-06
Southern Michigan Bank & Trust
NEW
Shares28
Change+28
Value$7.4K
Filed 2026-10-19
Three Bridge Wealth Advisors, LLC
NEW
Shares28
Change+28
Value$7.4K
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares28 from 7
Change+21 (+300%)
Value$7.5K (+$2.0K)
Filed 2026-10-09
Key Capital Management, Inc
INCREASED
Shares28 from 7
Change+21 (+300%)
Value$7.4K (+$2.1K)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
INCREASED
Shares24 from 6
Change+18 (+300%)
Value$6.4K (+$1.8K)
Filed 2026-10-16
United Community Bank
INCREASED
Shares20 from 5
Change+15 (+300%)
Value$5.3K (+$1.5K)
Filed 2026-10-28
Trust Co
INCREASED
Shares20 from 5
Change+15 (+300%)
Value$5.3K (+$1.5K)
Filed 2026-10-09
McCarley & Cook Financial Planners
INCREASED
Shares20 from 5
Change+15 (+300%)
Value$5.3K (+$1.5K)
Filed 2026-10-21
Breakwater Investment Management
INCREASED
Shares19 from 2
Change+17 (+850%)
Value$5.0K (+$3.5K)
Filed 2026-10-20
Addison Advisors LLC
INCREASED
Shares18 from 0
Change+18
Value$4.8K (+$4.8K)
Filed 2026-11-06
PayPay Securities Corp
INCREASED
Shares17 from 4
Change+13 (+325%)
Value$4.5K (+$3.7K)
Filed 2026-10-27
Pathway Financial Advisers, LLC
NEW
Shares16
Change+16
Value$4.2K
Filed 2026-10-27
WestEnd Advisors, LLC
INCREASED
Shares16 from 4
Change+12 (+300%)
Value$4.2K (+$1.2K)
Filed 2026-10-27
DecisionPoint Financial, LLC
INCREASED
Shares15 from 3
Change+12 (+400%)
Value$4.0K (+$1.7K)
Filed 2026-10-27
Horrell Capital Management, Inc.
INCREASED
Shares15 from 5
Change+10 (+200%)
Value$4.0K (+$155)
Filed 2026-10-08
Kingdom Financial Group Llc.
NEW
Shares14
Change+14
Value$3.7K
Filed 2026-11-04
Ashurst Perkins Coie Trust Co
NEW
Shares12
Change+12
Value$3.2K
Filed 2026-10-15
CrossGen Wealth, LLC
NEW
Shares12
Change+12
Value$3.2K
Filed 2026-10-30
Peterson Wealth Management
DECREASED
Shares12 from 40
Change-28 (-70%)
Value$3.2K (-$27.3K)
Filed 2026-11-06
Morton Brown Family Wealth, LLC
INCREASED
Shares12 from 3
Change+9 (+300%)
Value$3.2K (+$888)
Filed 2026-10-23
Private Wealth Management Group, LLC
INCREASED
Shares12 from 3
Change+9 (+300%)
Value$3.2K (+$887)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
INCREASED
Shares12 from 7
Change+5 (+71%)
Value$3.2K (-$2.2K)
Filed 2026-11-04
Syntax Research, Inc.
NEW
Shares10
Change+10
Value$2.6K
Filed 2026-11-04
Intelligent Financial Strategies
NEW
Shares10
Change+10
Value$2.6K
Filed 2026-10-16
New England Capital Financial Advisors LLC
NEW
Shares10
Change+10
Value$2.6K
Filed 2026-11-03
Align Financial, LLC
NEW
Shares8
Change+8
Value$2.1K
Filed 2026-10-16
Phillip James Consulting Co.
INCREASED
Shares8 from 2
Change+6 (+300%)
Value$2.1K (+$592)
Filed 2026-11-03
Godsey & Gibb, Inc
NEW
Shares7
Change+7
Value$1.9K
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares6
Change+6
Value$1.6K
Filed 2026-10-29
Raleigh Capital Management Inc.
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$1.6K (-$2.2K)
Filed 2026-10-28
Mechanics Financial Corp
NEW
Shares5
Change+5
Value$1.3K
Filed 2026-11-05
3 Factor Indexing, LLC
INCREASED
Shares4 from 1
Change+3 (+300%)
Value$1.1K (+$295)
Filed 2026-10-15
Redwood Park Advisors LLC
NEW
Shares2
Change+2
Value$530
Filed 2026-11-02
Maryland Capital Advisors Inc.
NEW
Shares1
Change+1
Value$265
Filed 2026-10-15
Monetary Solutions, Ltd
NEW
Shares1
Change+1
Value$265
Filed 2026-10-22
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$24
Filed 2026-11-02
Generate Investment Management Ltd
CLOSED
Shares0 from 14,333
Change-14,333 (-100%)
Value$0 (-$10.9M)
Filed 2026-10-14
VMS Asset Management Limited
CLOSED
Shares0 from 9,720
Change-9,720 (-100%)
Value$0 (-$7.4M)
Filed 2026-10-15
Patton Fund Management, Inc.
CLOSED
Shares0 from 6,476
Change-6,476 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-13
Exane Asset Management
CLOSED
Shares0 from 5,211
Change-5,211 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-22
CGN Advisors LLC
CLOSED
Shares0 from 4,540
Change-4,540 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-21
Cane Capital Partners, LLC
CLOSED
Shares0 from 4,404
Change-4,404 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-23
Dara Capital US, Inc.
CLOSED
Shares0 from 3,661
Change-3,661 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-29
Nicholas Wealth, Llc.
CLOSED
Shares0 from 2,714
Change-2,714 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-26
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 1,814
Change-1,814 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-06
111 Capital
CLOSED
Shares0 from 1,809
Change-1,809 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Kornitzer Capital Management Inc
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Zega Investments, LLC
CLOSED
Shares0 from 1,396
Change-1,396 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-04
AGF Management LTD
CLOSED
Shares0 from 1,313
Change-1,313 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
M&G Plc
CLOSED
Shares0 from 1,132
Change-1,132 (-100%)
Value$0 (-$863.7K)
Filed 2026-11-04
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,049
Change-1,049 (-100%)
Value$0 (-$800.5K)
Filed 2026-11-03
Summit Global Investments
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$794)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 756
Change-756 (-100%)
Value$0 (-$576.9K)
Filed 2026-10-14
William Howard & Co Financial Advisors Inc
CLOSED
Shares0 from 680
Change-680 (-100%)
Value$0 (-$518.9K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 642
Change-642 (-100%)
Value$0 (-$121.0K)
Filed 2026-10-16
Mystic Asset Management, Inc.
CLOSED
Shares0 from 616
Change-616 (-100%)
Value$0 (-$470.1K)
Filed 2026-10-15
Valliance Asset Management Ltd
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$457.9K)
Filed 2026-10-23
Tabr Capital Management, LLC
CLOSED
Shares0 from 513
Change-513 (-100%)
Value$0 (-$391.5K)
Filed 2026-10-20
Evolution Wealth Advisors, LLC
CLOSED
Shares0 from 454
Change-454 (-100%)
Value$0 (-$346.5K)
Filed 2026-11-03
Tactive Advisors, LLC
CLOSED
Shares0 from 389
Change-389 (-100%)
Value$0 (-$296.9K)
Filed 2026-10-08
Vanderbilt University
CLOSED
Shares0 from 368
Change-368 (-100%)
Value$0 (-$280.8K)
Filed 2026-11-02
Johnson Financial Group, LLC
CLOSED
Shares0 from 354
Change-354 (-100%)
Value$0 (-$270.2K)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-16
Quartz Partners, LLC
CLOSED
Shares0 from 328
Change-328 (-100%)
Value$0 (-$250.3K)
Filed 2026-11-03
Uniting Wealth Partners, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$228.9K)
Filed 2026-11-06
Northland Securities, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$228.9K)
Filed 2026-11-02
Continuum Wealth Advisors, LLC
CLOSED
Shares0 from 278
Change-278 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-20
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$152.6K)
Filed 2026-11-03
Stone House Investment Management, LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$129.7K)
Filed 2026-10-23
Coastline Trust Co
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$128.2K)
Filed 2026-10-01
Gill Capital Partners, LLC
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$125.9K)
Filed 2026-10-13
Family Legacy Financial Solutions, LLC
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$118.3K)
Filed 2026-10-07
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$112.9K)
Filed 2026-10-29
Islay Capital Management, LLC
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$77.1K)
Filed 2026-10-20
NBT Bank, N.A.
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$46.6K)
Filed 2026-10-21
Founders Capital Management
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$46.6K)
Filed 2026-10-13
Fairway Wealth LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$15.3K)
Filed 2026-10-30
Whipplewood Advisors, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$13.7K)
Filed 2026-10-20
Kroeger Financial Partners
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$8.4K)
Filed 2026-10-19
Bullseye Investment Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-29
Decker Retirement Planning Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-19
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-26
Towne Trust Company, N.a
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-28
Evolution Wealth Management Inc.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-28
NorthAvenue LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-29
DB Fitzpatrick & Co, Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$763)
Filed 2026-10-19
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$591.7K (+$168.2K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 21,846,397
Change-21,846,397 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 16,205,746
Change-16,205,746 (-100%)
Value—
State Street Corp
N/A
Shares— from 11,583,850
Change-11,583,850 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 8,392,874
Change-8,392,874 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,174,463
Change-8,174,463 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,847,117
Change-7,847,117 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,494,547
Change-6,494,547 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 5,956,872
Change-5,956,872 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 4,308,771
Change-4,308,771 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 3,760,300
Change-3,760,300 (-100%)
Value—
Norges Bank
N/A
Shares— from 3,669,761
Change-3,669,761 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,442,263
Change-2,442,263 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,345,027
Change-2,345,027 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,214,538
Change-2,214,538 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,133,301
Change-2,133,301 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,993,202
Change-1,993,202 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,900,484
Change-1,900,484 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,837,143
Change-1,837,143 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,721,998
Change-1,721,998 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,646,288
Change-1,646,288 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,451,861
Change-1,451,861 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,447,499
Change-1,447,499 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,414,146
Change-1,414,146 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,300,886
Change-1,300,886 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,295,959
Change-1,295,959 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,266,894
Change-1,266,894 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,183,040
Change-1,183,040 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,081,875
Change-1,081,875 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 883,863
Change-883,863 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 852,325
Change-852,325 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 812,706
Change-812,706 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 748,960
Change-748,960 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 737,737
Change-737,737 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 696,300
Change-696,300 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 637,275
Change-637,275 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 630,445
Change-630,445 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 597,759
Change-597,759 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 571,450
Change-571,450 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 550,473
Change-550,473 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 548,716
Change-548,716 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 538,439
Change-538,439 (-100%)
Value—
National Pension Service
N/A
Shares— from 519,230
Change-519,230 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 517,577
Change-517,577 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 499,301
Change-499,301 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 487,092
Change-487,092 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 482,126
Change-482,126 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 468,328
Change-468,328 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 427,492
Change-427,492 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 418,817
Change-418,817 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 416,432
Change-416,432 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 411,313
Change-411,313 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 399,172
Change-399,172 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 371,980
Change-371,980 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 365,598
Change-365,598 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 342,558
Change-342,558 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 327,909
Change-327,909 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 310,404
Change-310,404 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 309,329
Change-309,329 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 297,968
Change-297,968 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 292,657
Change-292,657 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 280,115
Change-280,115 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 275,039
Change-275,039 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 272,898
Change-272,898 (-100%)
Value—
Blair William & Co
N/A
Shares— from 272,235
Change-272,235 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 267,842
Change-267,842 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 263,963
Change-263,963 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 255,224
Change-255,224 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 238,181
Change-238,181 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 235,848
Change-235,848 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 230,467
Change-230,467 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 227,481
Change-227,481 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 224,400
Change-224,400 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 217,065
Change-217,065 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 216,565
Change-216,565 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 213,914
Change-213,914 (-100%)
Value—
Aviva PLC
N/A
Shares— from 213,619
Change-213,619 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 211,934
Change-211,934 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 207,080
Change-207,080 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 201,992
Change-201,992 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 201,932
Change-201,932 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 195,754
Change-195,754 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 191,665
Change-191,665 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 189,787
Change-189,787 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 189,710
Change-189,710 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 183,222
Change-183,222 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 173,725
Change-173,725 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 173,241
Change-173,241 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 165,816
Change-165,816 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 163,181
Change-163,181 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 161,547
Change-161,547 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 161,271
Change-161,271 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 155,544
Change-155,544 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 155,024
Change-155,024 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 154,016
Change-154,016 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 151,132
Change-151,132 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 145,212
Change-145,212 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 144,712
Change-144,712 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 144,667
Change-144,667 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 143,008
Change-143,008 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 142,982
Change-142,982 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 142,745
Change-142,745 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 142,452
Change-142,452 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 141,516
Change-141,516 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 139,497
Change-139,497 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 138,645
Change-138,645 (-100%)
Value—
Strategy Capital LLC
N/A
Shares— from 138,538
Change-138,538 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 137,856
Change-137,856 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 131,830
Change-131,830 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 130,703
Change-130,703 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 128,090
Change-128,090 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 126,565
Change-126,565 (-100%)
Value—
Bamco Inc
N/A
Shares— from 126,394
Change-126,394 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 124,442
Change-124,442 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 121,521
Change-121,521 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 118,148
Change-118,148 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 117,691
Change-117,691 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 117,339
Change-117,339 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 117,212
Change-117,212 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 117,191
Change-117,191 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 112,511
Change-112,511 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 112,239
Change-112,239 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 111,009
Change-111,009 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 106,892
Change-106,892 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 103,283
Change-103,283 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 102,642
Change-102,642 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 101,572
Change-101,572 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 100,662
Change-100,662 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 99,790
Change-99,790 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 95,797
Change-95,797 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 95,416
Change-95,416 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 94,500
Change-94,500 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 94,188
Change-94,188 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 92,281
Change-92,281 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 92,031
Change-92,031 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 90,651
Change-90,651 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 87,350
Change-87,350 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 87,307
Change-87,307 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 86,060
Change-86,060 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 85,933
Change-85,933 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 85,735
Change-85,735 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 84,358
Change-84,358 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 82,904
Change-82,904 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 79,979
Change-79,979 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 77,239
Change-77,239 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 75,785
Change-75,785 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 74,339
Change-74,339 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 70,953
Change-70,953 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 70,648
Change-70,648 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 70,551
Change-70,551 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 69,581
Change-69,581 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 69,431
Change-69,431 (-100%)
Value—
Avalon Global Asset Management LLC
N/A
Shares— from 67,340
Change-67,340 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 66,973
Change-66,973 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 66,940
Change-66,940 (-100%)
Value—
Mirova
N/A
Shares— from 66,800
Change-66,800 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 64,949
Change-64,949 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 64,689
Change-64,689 (-100%)
Value—
&partners
N/A
Shares— from 63,153
Change-63,153 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 62,918
Change-62,918 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 60,381
Change-60,381 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 60,110
Change-60,110 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 58,815
Change-58,815 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 58,741
Change-58,741 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 57,554
Change-57,554 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 56,590
Change-56,590 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 56,547
Change-56,547 (-100%)
Value—
Commerce Bank
N/A
Shares— from 56,324
Change-56,324 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 56,108
Change-56,108 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 55,424
Change-55,424 (-100%)
Value—
Ossiam
N/A
Shares— from 55,272
Change-55,272 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 54,223
Change-54,223 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 51,968
Change-51,968 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 51,925
Change-51,925 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 51,374
Change-51,374 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 50,671
Change-50,671 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 49,793
Change-49,793 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 48,630
Change-48,630 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 48,585
Change-48,585 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 47,811
Change-47,811 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 47,712
Change-47,712 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 47,555
Change-47,555 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 46,671
Change-46,671 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 46,364
Change-46,364 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 45,778
Change-45,778 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 45,150
Change-45,150 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 44,792
Change-44,792 (-100%)
Value—
Valiant Capital Management, L.P.
N/A
Shares— from 44,576
Change-44,576 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 44,257
Change-44,257 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 43,683
Change-43,683 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 43,253
Change-43,253 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 42,413
Change-42,413 (-100%)
Value—
Prudential PLC
N/A
Shares— from 42,160
Change-42,160 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 41,945
Change-41,945 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 41,267
Change-41,267 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 41,113
Change-41,113 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 41,103
Change-41,103 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 40,920
Change-40,920 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 40,215
Change-40,215 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 39,227
Change-39,227 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 39,116
Change-39,116 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 38,833
Change-38,833 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 38,321
Change-38,321 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 38,100
Change-38,100 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,062
Change-38,062 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 37,861
Change-37,861 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 37,833
Change-37,833 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 37,623
Change-37,623 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 37,619
Change-37,619 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 37,402
Change-37,402 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 37,400
Change-37,400 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 37,122
Change-37,122 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 37,024
Change-37,024 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 36,109
Change-36,109 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 35,998
Change-35,998 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 35,968
Change-35,968 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 35,885
Change-35,885 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 35,660
Change-35,660 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 35,566
Change-35,566 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 35,054
Change-35,054 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 34,803
Change-34,803 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 34,609
Change-34,609 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 34,334
Change-34,334 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 34,069
Change-34,069 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 33,921
Change-33,921 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 33,888
Change-33,888 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 33,560
Change-33,560 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 32,439
Change-32,439 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 32,271
Change-32,271 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,266
Change-32,266 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 31,901
Change-31,901 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 31,515
Change-31,515 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 31,407
Change-31,407 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 30,835
Change-30,835 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 30,806
Change-30,806 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 30,519
Change-30,519 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 30,306
Change-30,306 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 30,130
Change-30,130 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 30,070
Change-30,070 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 29,757
Change-29,757 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 29,399
Change-29,399 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 29,300
Change-29,300 (-100%)
Value—
Man Group plc
N/A
Shares— from 29,128
Change-29,128 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 29,035
Change-29,035 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 28,505
Change-28,505 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 28,437
Change-28,437 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 28,130
Change-28,130 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 28,128
Change-28,128 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 27,645
Change-27,645 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 27,631
Change-27,631 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 27,010
Change-27,010 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 26,760
Change-26,760 (-100%)
Value—
Stephens Inc
N/A
Shares— from 26,533
Change-26,533 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 26,295
Change-26,295 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 25,923
Change-25,923 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 24,939
Change-24,939 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 24,845
Change-24,845 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 24,215
Change-24,215 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 24,189
Change-24,189 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 23,998
Change-23,998 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 23,626
Change-23,626 (-100%)
Value—
Allstate Corp
N/A
Shares— from 23,276
Change-23,276 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 23,104
Change-23,104 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 22,875
Change-22,875 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 22,849
Change-22,849 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 22,443
Change-22,443 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 22,321
Change-22,321 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 22,081
Change-22,081 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,759
Change-21,759 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 21,530
Change-21,530 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 21,444
Change-21,444 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 21,158
Change-21,158 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 20,711
Change-20,711 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 20,678
Change-20,678 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 20,388
Change-20,388 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 20,185
Change-20,185 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 19,927
Change-19,927 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 19,753
Change-19,753 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 19,586
Change-19,586 (-100%)
Value—
Abu Dhabi Investment Council Co P.j.s.c
N/A
Shares— from 19,260
Change-19,260 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 19,028
Change-19,028 (-100%)
Value—
Arthedge Capital Management, LLC
N/A
Shares— from 18,840
Change-18,840 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 18,546
Change-18,546 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 18,469
Change-18,469 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 18,450
Change-18,450 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 18,232
Change-18,232 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 17,992
Change-17,992 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 17,978
Change-17,978 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,371
Change-17,371 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 17,330
Change-17,330 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 17,283
Change-17,283 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 17,281
Change-17,281 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 17,159
Change-17,159 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 16,493
Change-16,493 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 16,383
Change-16,383 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 16,080
Change-16,080 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 15,959
Change-15,959 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 15,935
Change-15,935 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 15,927
Change-15,927 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 15,656
Change-15,656 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 15,610
Change-15,610 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 15,479
Change-15,479 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 15,419
Change-15,419 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 15,406
Change-15,406 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 15,264
Change-15,264 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,201
Change-15,201 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 15,001
Change-15,001 (-100%)
Value—
NWI Management LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 14,894
Change-14,894 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 14,869
Change-14,869 (-100%)
Value—
Dnca Finance
N/A
Shares— from 14,850
Change-14,850 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 14,752
Change-14,752 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 14,610
Change-14,610 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 14,606
Change-14,606 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 14,355
Change-14,355 (-100%)
Value—
Crosslink Capital Inc
N/A
Shares— from 14,205
Change-14,205 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 14,067
Change-14,067 (-100%)
Value—
BNP Paribas
N/A
Shares— from 14,027
Change-14,027 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 13,805
Change-13,805 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 13,760
Change-13,760 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 13,716
Change-13,716 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 13,712
Change-13,712 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 13,537
Change-13,537 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 13,415
Change-13,415 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 13,314
Change-13,314 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 13,239
Change-13,239 (-100%)
Value—
EFG International AG
N/A
Shares— from 13,230
Change-13,230 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,228
Change-13,228 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 13,052
Change-13,052 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 12,927
Change-12,927 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 12,662
Change-12,662 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,635
Change-12,635 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Allianz SE
N/A
Shares— from 12,037
Change-12,037 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 11,977
Change-11,977 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 11,974
Change-11,974 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 11,906
Change-11,906 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 11,854
Change-11,854 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 11,823
Change-11,823 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,766
Change-11,766 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 11,745
Change-11,745 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 11,740
Change-11,740 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 11,738
Change-11,738 (-100%)
Value—
Kultura Capital Management LP
N/A
Shares— from 11,640
Change-11,640 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 11,508
Change-11,508 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 11,460
Change-11,460 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,460
Change-11,460 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11,416
Change-11,416 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 11,381
Change-11,381 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 11,292
Change-11,292 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 11,233
Change-11,233 (-100%)
Value—
First Washington Corp
N/A
Shares— from 11,225
Change-11,225 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 11,156
Change-11,156 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 11,125
Change-11,125 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,103
Change-11,103 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 10,912
Change-10,912 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,882
Change-10,882 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 10,758
Change-10,758 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 10,675
Change-10,675 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,506
Change-10,506 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 10,419
Change-10,419 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 10,222
Change-10,222 (-100%)
Value—
Altrafin AG
N/A
Shares— from 10,096
Change-10,096 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 10,072
Change-10,072 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 10,020
Change-10,020 (-100%)
Value—
Siren, L.L.C.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,990
Change-9,990 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,979
Change-9,979 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 9,941
Change-9,941 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 9,740
Change-9,740 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,625
Change-9,625 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,372
Change-9,372 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 9,327
Change-9,327 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 9,291
Change-9,291 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 9,250
Change-9,250 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 9,142
Change-9,142 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 9,126
Change-9,126 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 8,926
Change-8,926 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,921
Change-8,921 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 8,858
Change-8,858 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,768
Change-8,768 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 8,747
Change-8,747 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 8,735
Change-8,735 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 8,621
Change-8,621 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 8,529
Change-8,529 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 8,501
Change-8,501 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,472
Change-8,472 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 8,448
Change-8,448 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,326
Change-8,326 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,306
Change-8,306 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 8,292
Change-8,292 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,239
Change-8,239 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 8,172
Change-8,172 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 8,042
Change-8,042 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 7,963
Change-7,963 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 7,711
Change-7,711 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 7,693
Change-7,693 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 7,621
Change-7,621 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 7,596
Change-7,596 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 7,491
Change-7,491 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 7,471
Change-7,471 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 7,460
Change-7,460 (-100%)
Value—
ING Groep NV
N/A
Shares— from 7,333
Change-7,333 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,280
Change-7,280 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 7,149
Change-7,149 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,116
Change-7,116 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 7,012
Change-7,012 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 6,955
Change-6,955 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 6,894
Change-6,894 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 6,885
Change-6,885 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,862
Change-6,862 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 6,839
Change-6,839 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 6,789
Change-6,789 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
Board of Trustees of The Leland Stanford Junior University
N/A
Shares— from 6,713
Change-6,713 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,607
Change-6,607 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 6,564
Change-6,564 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 6,478
Change-6,478 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,446
Change-6,446 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 6,373
Change-6,373 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,268
Change-6,268 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 6,210
Change-6,210 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 6,199
Change-6,199 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 6,014
Change-6,014 (-100%)
Value—
NCP Inc.
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 5,895
Change-5,895 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 5,739
Change-5,739 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 5,692
Change-5,692 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 5,598
Change-5,598 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 5,498
Change-5,498 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 5,486
Change-5,486 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 5,431
Change-5,431 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 5,281
Change-5,281 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 4,644
Change-4,644 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,599
Change-4,599 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 4,539
Change-4,539 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 4,354
Change-4,354 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,353
Change-4,353 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 4,143
Change-4,143 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 4,041
Change-4,041 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
StepStone Group LP
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Atika Capital Management LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 3,601
Change-3,601 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
KP Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,997
Change-2,997 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Element Capital Management LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
WIT, LLC
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
DC Investments Management, LLC
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Ttrf Capital Ltd
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Simmons Bank
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 999
Change-999 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 977
Change-977 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 961
Change-961 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 956
Change-956 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 945
Change-945 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 938
Change-938 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 926
Change-926 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 906
Change-906 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 894
Change-894 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 889
Change-889 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 883
Change-883 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 880
Change-880 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 872
Change-872 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 866
Change-866 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 861
Change-861 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 861
Change-861 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 860
Change-860 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 855
Change-855 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 823
Change-823 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 816
Change-816 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 807
Change-807 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 803
Change-803 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 802
Change-802 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 800
Change-800 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 789
Change-789 (-100%)
Value—
Optas, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 785
Change-785 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 781
Change-781 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 780
Change-780 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 763
Change-763 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 762
Change-762 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 750
Change-750 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 742
Change-742 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 740
Change-740 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 716
Change-716 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 714
Change-714 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 701
Change-701 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 663
Change-663 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 663
Change-663 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 662
Change-662 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 656
Change-656 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 649
Change-649 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 645
Change-645 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 638
Change-638 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 619
Change-619 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 604
Change-604 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 602
Change-602 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 600
Change-600 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 589
Change-589 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 576
Change-576 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 575
Change-575 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 571
Change-571 (-100%)
Value—
EWA, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 557
Change-557 (-100%)
Value—
Varcov Co.
N/A
Shares— from 555
Change-555 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 553
Change-553 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 543
Change-543 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 539
Change-539 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 538
Change-538 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 536
Change-536 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 526
Change-526 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 521
Change-521 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 515
Change-515 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 501
Change-501 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 500
Change-500 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
FCA Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Symmetry Peak Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 485
Change-485 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 473
Change-473 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 468
Change-468 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 460
Change-460 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 453
Change-453 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 448
Change-448 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 439
Change-439 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 432
Change-432 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 431
Change-431 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 418
Change-418 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 413
Change-413 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 412
Change-412 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 410
Change-410 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 404
Change-404 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 397
Change-397 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 389
Change-389 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 387
Change-387 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 386
Change-386 (-100%)
Value—
Summitry LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 376
Change-376 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 375
Change-375 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 371
Change-371 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 364
Change-364 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 357
Change-357 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 353
Change-353 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 346
Change-346 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 341
Change-341 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 337
Change-337 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 336
Change-336 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 327
Change-327 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 325
Change-325 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 320
Change-320 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 313
Change-313 (-100%)
Value—
Calydon Capital
N/A
Shares— from 311
Change-311 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Front Row Advisors LLC
N/A
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Change-300 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 300
Change-300 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 299
Change-299 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 298
Change-298 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 292
Change-292 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 289
Change-289 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 286
Change-286 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 277
Change-277 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 268
Change-268 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
OV Management LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 202
Change-202 (-100%)
Value—
MRP Capital Investments, LLC
N/A
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Change-200 (-100%)
Value—
HighMark Wealth Management LLC
N/A
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Change-200 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 185
Change-185 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Graney & King, LLC
N/A
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Change-163 (-100%)
Value—
LOM Asset Management Ltd
N/A
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Change-160 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Altshuler Shaham Ltd
N/A
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Change-147 (-100%)
Value—
RiverPark Advisors, LLC
N/A
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Value—
Providence Capital Advisors, LLC
N/A
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Change-140 (-100%)
Value—
Meeder Asset Management Inc
N/A
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Change-135 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 128
Change-128 (-100%)
Value—
Highland Investment Advisors LLC
N/A
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Change-125 (-100%)
Value—
JPL Wealth Management, LLC
N/A
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Change-119 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Longview Financial Advisors LLC
N/A
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Change-105 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Orion Capital Management LLC
N/A
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Change-101 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 97
Change-97 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 93
Change-93 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 74
Change-74 (-100%)
Value—
S&T Bank
N/A
Shares— from 74
Change-74 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 70
Change-70 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
TD Capital Management LLC
N/A
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Change-61 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 60
Change-60 (-100%)
Value—
CNB Bank
N/A
Shares— from 59
Change-59 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 57
Change-57 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 56
Change-56 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 55
Change-55 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 47
Change-47 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 47
Change-47 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 40
Change-40 (-100%)
Value—
Rogco, LP
N/A
Shares— from 40
Change-40 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 36
Change-36 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 30
Change-30 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 22
Change-22 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 21
Change-21 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 20
Change-20 (-100%)
Value—
Quarry LP
N/A
Shares— from 20
Change-20 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 10
Change-10 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Motco
N/A
Shares— from 6
Change-6 (-100%)
Value—
Toews Corp
N/A
Shares— from 6
Change-6 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 6
Change-6 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 5
Change-5 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED24,658,4816,083,339+18,575,142+305%$4.6B$6.5B+$1.9B2026-11-06
Amundi
INCREASED6,281,8871,280,592+5,001,295+391%$244.4M$1.7B+$1.4B2026-11-06
Bank of New York Mellon Corp
INCREASED5,840,5241,512,117+4,328,407+286%$1.2B$1.5B+$392.3M2026-11-05
Deutsche Bank Ag\
INCREASED5,046,291823,183+4,223,108+513%$628.2M$1.3B+$707.8M2026-11-06
LPL Financial LLC
INCREASED3,092,793739,882+2,352,911+318%$564.6M$818.8M+$254.2M2026-11-06
Barclays PLC
INCREASED3,067,939738,037+2,329,902+316%$563.2M$812.2M+$249.0M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,710,768640,239+2,070,529+323%$488.6M$717.7M+$229.1M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED2,668,876713,573+1,955,303+274%$544.6M$706.6M+$162.0M2026-10-29
Pictet Asset Management Holding SA
INCREASED2,607,977862,074+1,745,903+203%$657.5M$690.4M+$32.9M2026-11-03
Citigroup Inc
INCREASED1,892,496787,541+1,104,955+140%$601.0M$501.0M-$100.0M2026-11-04
Russell Investments Group, Ltd.
INCREASED1,700,906400,792+1,300,114+324%$305.3M$450.1M+$144.8M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED1,553,169439,865+1,113,304+253%$168.6K$409.7M+$409.5M2026-10-27
Dimensional Fund Advisors LP
INCREASED1,368,911334,860+1,034,051+309%$255.5M$362.4M+$106.9M2026-11-04
ProShare Advisors LLC
INCREASED1,200,685285,656+915,029+320%$218.0M$317.9M+$99.9M2026-10-29
Truist Financial Corp
INCREASED1,110,125274,178+835,947+305%$209.2M$293.9M+$84.7M2026-10-30
Principal Financial Group Inc
INCREASED1,061,316291,853+769,463+264%$222.7M$281.0M+$58.3M2026-11-02
KBC Group NV
INCREASED991,169130,453+860,716+660%$99.6K$262.4M+$262.3M2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED912,613232,379+680,234+293%$177.3M$241.6M+$64.3M2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED895,710198,907+696,803+350%$37.9M$237.1M+$199.2M2026-11-03
William Blair Investment Management, LLC
INCREASED890,794281,409+609,385+217%$214.8M$235.8M+$21.1M2026-11-06
Neos Investment Management LLC
INCREASED878,925191,914+687,011+358%$146.5M$232.7M+$86.2M2026-11-04
Eurizon Capital SGR S.p.A.
INCREASED851,177280,680+570,497+203%$213.1M$225.1M+$11.9M2026-11-06
PNC Financial Services Group, Inc.
INCREASED826,229139,798+686,431+491%$106.7M$218.7M+$112.1M2026-11-06
Assenagon Asset Management S.A.
INCREASED824,9707,609+817,361+10742%$5.8M$218.4M+$212.6M2026-10-15
New York State Teachers Retirement System
INCREASED751,606191,507+560,099+292%$146.1K$199.0M+$198.8M2026-10-22
Creative Planning
INCREASED709,570177,647+531,923+299%$135.6M$187.9M+$52.3M2026-11-02
Swedbank AB
INCREASED663,779222,734+441,045+198%$170.0M$175.7M+$5.8M2026-10-27
Aberdeen Group plc
INCREASED622,214174,171+448,043+257%$132.9M$164.7M+$31.8M2026-11-06
Fifth Third Bancorp
INCREASED609,721150,694+459,027+305%$115.0M$161.4M+$46.4M2026-11-05
Commonwealth Equity Services, LLC
INCREASED581,254143,744+437,510+304%$109.7M$153.9M+$44.2M2026-11-02
WT Asset Management Ltd
NEW563,850—+563,850——$149.3M—2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED552,129145,208+406,921+280%$110.8K$146.2M+$146.1M2026-11-02
PFA Pension, Forsikringsaktieselskab
INCREASED548,742135,455+413,287+305%$103.4M$145.3M+$41.9M2026-11-06
Strs Ohio
INCREASED535,792143,224+392,568+274%$109.3M$141.9M+$32.6M2026-10-30
OFI Invest Asset Management
INCREASED529,15035,343+493,807+1397%$23.7M$123.6M+$99.9M2026-11-06
Asset Management One Co., Ltd.
INCREASED522,176140,668+381,508+271%$107.3M$138.2M+$30.9M2026-10-27
Allen Investment Management, LLC
INCREASED521,295130,570+390,725+299%$99.6M$138.0M+$38.4M2026-11-03
Nykredit A/S
INCREASED486,427202,663+283,764+140%$154.7M$128.8M-$25.9M2026-11-06
Zevenbergen Capital Investments LLC
INCREASED478,239139,105+339,134+244%$106.2M$126.6M+$20.5M2026-10-08
Candriam S.C.A.
INCREASED440,723142,545+298,178+209%$108.7M$117.1M+$8.4M2026-11-03
Cardano Risk Management B.V.
NEW424,879—+424,879——$112.5M—2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED406,622376,874+29,748+8%$65.3M$99.8M+$34.5M2026-10-13
CIBC Asset Management Inc
INCREASED395,109105,068+290,041+276%$80.2M$104.6M+$24.4M2026-11-05
US Bancorp \de\
INCREASED372,64993,498+279,151+299%$71.4M$98.7M+$27.3M2026-11-05
SEB Asset Management AB
INCREASED371,56379,549+292,014+367%$60.7M$98.4M+$37.7M2026-11-04
MacKenzie Financial Corp
INCREASED360,79771,573+289,224+404%$54.6M$95.5M+$40.9M2026-11-02
Congress Asset Management Co
NEW351,357—+351,357——$93.0M—2026-10-06
Daiwa Securities Group Inc.
INCREASED324,12481,345+242,779+298%$15.5M$85.8M+$70.3M2026-10-29
State of New Jersey Common Pension Fund D
INCREASED320,27680,004+240,272+300%$61.1M$84.8M+$23.7M2026-11-05
Xponance LLC
INCREASED300,96673,082+227,884+312%$55.8M$79.7M+$23.9M2026-11-03
Kestra Advisory Services, LLC
INCREASED296,72171,044+225,677+318%$54.2M$78.6M+$24.3M2026-11-02
Czech National Bank
INCREASED292,58872,451+220,137+304%$55.3M$77.5M+$22.2M2026-10-13
Mn Services Vermogensbeheer B.V.
INCREASED291,36871,567+219,801+307%$54.6K$77.1M+$77.1M2026-10-08
Factory Mutual Insurance Co
INCREASED290,20082,300+207,900+253%$62.8M$76.8M+$14.0M2026-10-30
Arizona State Retirement System
INCREASED277,01468,502+208,512+304%$52.3M$73.3M+$21.1M2026-11-03
State of Michigan Retirement System
INCREASED275,98079,334+196,646+248%$60.5M$73.1M+$12.5M2026-10-27
Traynor Capital Management, Inc.
INCREASED270,99766,066+204,931+310%$50.4M$71.7M+$21.3M2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
INCREASED270,57371,477+199,096+279%$54.5M$71.6M+$17.1M2026-10-15
Swiss Life Asset Management Ltd
INCREASED270,42799,419+171,008+172%$75.9M$71.6M-$4.3M2026-11-03
Rakuten Investment Management, Inc.
INCREASED269,94260,890+209,052+343%$45.2M$70.9M+$25.7M2026-10-30
Retirement Systems of Alabama
INCREASED256,72253,473+203,249+380%$40.8M$68.0M+$27.2M2026-11-04
Exchange Traded Concepts, LLC
INCREASED245,38257,031+188,351+330%$43.5M$65.0M+$21.4M2026-10-28
IFM Investors Pty Ltd
INCREASED236,28657,373+178,913+312%$43.8M$62.6M+$18.8M2026-10-14
GF Fund Management Co. Ltd.
INCREASED229,63856,932+172,706+303%$43.4M$60.8M+$17.3M2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED224,98256,220+168,762+300%$42.9M$59.6M+$16.7M2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED223,11961,685+161,434+262%$47.1M$59.1M+$12.0M2026-10-20
Calamos Advisors LLC
INCREASED222,37954,470+167,909+308%$41.6M$58.9M+$17.3M2026-11-02
AMI Asset Management Corp
INCREASED221,12857,602+163,526+284%$44.0M$58.5M+$14.6M2026-10-20
Kestra Private Wealth Services, LLC
INCREASED205,94152,444+153,497+293%$40.0M$54.5M+$14.5M2026-11-06
Once Capital Management, LLC
INCREASED204,00051,000+153,000+300%$38.9M$54.0M+$15.1M2026-11-02
Amalgamated Bank
INCREASED199,21950,860+148,359+292%$38.8K$52.7M+$52.7M2026-10-23
Concurrent Investment Advisors, LLC
INCREASED190,64036,534+154,106+422%$27.9M$50.5M+$22.6M2026-10-16
UniSuper Management Pty Ltd
INCREASED188,72044,368+144,352+325%$33.9M$50.0M+$16.1M2026-10-26
Brookstone Capital Management
INCREASED186,21154,103+132,108+244%$41.3M$49.3M+$8.0M2026-10-22
JIA Investment Alliance Pte. Ltd.
INCREASED180,10053,600+126,500+236%$40.9M$47.7M+$6.8M2026-10-06
Thrivent Financial for Lutherans
INCREASED174,08351,006+123,077+241%$38.9K$46.2M+$46.1M2026-11-05
71 West Capital Partners
INCREASED169,35442,171+127,183+302%$32.2M$44.8M+$12.7M2026-11-04
OP Asset Management Ltd
INCREASED167,37327,282+140,091+513%$20.8M$44.3M+$23.5M2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED165,23942,137+123,102+292%$32.2M$43.7M+$11.6M2026-10-19
Oppenheimer & Co Inc
INCREASED164,40344,913+119,490+266%$34.3M$43.5M+$9.3M2026-10-26
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED164,16937,933+126,236+333%$28.9M$43.5M+$14.5M2026-11-06
Adell Harriman & Carpenter Inc
INCREASED162,33041,855+120,475+288%$31.9M$43.0M+$11.0M2026-11-02
Nisa Investment Advisors, LLC
INCREASED161,03740,069+120,968+302%$30.6M$42.6M+$12.1M2026-10-20
Oak Grove Capital LLC
INCREASED160,88840,872+120,016+294%$31.2M$42.6M+$11.4M2026-10-09
Gradient Investments LLC
INCREASED159,51543,864+115,651+264%$33.5M$42.2M+$8.8M2026-10-08
D.A. Davidson & Co.
INCREASED158,06142,389+115,672+273%$32.3M$41.8M+$9.5M2026-10-28
Aegon Asset Management UK PLC
INCREASED156,56045,506+111,054+244%$34.7M$41.4M+$6.7M2026-11-04
Assetmark, Inc
INCREASED155,42141,938+113,483+271%$32.0M$41.1M+$9.1M2026-10-21
New York Life Investment Management LLC
INCREASED151,60541,510+110,095+265%$31.7M$40.1M+$8.5M2026-11-04
Virginia Retirement Systems ET Al
INCREASED149,60820,682+128,926+623%$15.8M$39.6M+$23.8M2026-10-28
TD Waterhouse Canada Inc.
INCREASED149,58640,227+109,359+272%$31.1M$39.9M+$8.8M2026-10-16
Oppenheimer Asset Management Inc.
INCREASED143,49433,031+110,463+334%$25.2M$38.0M+$12.8M2026-10-27
Nfsg Corp
INCREASED141,74234,880+106,862+306%$26.6M$37.5M+$10.9M2026-10-15
Fideuram Asset Management (Ireland) dac
INCREASED139,00134,932+104,069+298%$22.9M$29.7M+$6.8M2026-10-29
Vontobel Holding Ltd.
INCREASED138,66040,203+98,457+245%$30.7M$36.7M+$6.0M2026-10-16
One Way Holdings LLC
INCREASED138,29833,043+105,255+319%$25.2M$36.6M+$11.4M2026-10-29
Prospera Financial Services Inc
INCREASED133,31134,207+99,104+290%$26.1M$33.4M+$7.3M2026-11-04
Princeton Capital Management LLC
INCREASED132,60933,149+99,460+300%$25.3M$35.1M+$9.8M2026-10-27
Raiffeisen Bank International AG
INCREASED131,80111,101+120,700+1087%$8.2M$34.6M+$26.4M2026-10-28
Empire Life Investments Inc.
INCREASED130,60632,929+97,677+297%$25.1M$34.6M+$9.4M2026-11-06
Nemes Rush Group LLC
INCREASED129,25032,613+96,637+296%$24.9M$34.2M+$9.3M2026-11-04
Oregon Public Employees Retirement Fund
INCREASED125,20331,300+93,903+300%$23.9M$33.1M+$9.3M2026-10-30
Natixis
INCREASED123,44225,500+97,942+384%$19.5M$32.7M+$13.2M2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED122,81639,416+83,400+212%$30.0M$32.5M+$2.5M2026-10-29
Cushing Asset Management, LP dba NXG Investment Management
INCREASED122,70029,000+93,700+323%$22.1M$32.5M+$10.4M2026-10-26
Highland Capital Management, LLC
INCREASED120,41326,610+93,803+353%$20.3M$31.9M+$11.6M2026-10-26
iA Global Asset Management Inc.
INCREASED117,35541,313+76,042+184%$31.5K$31.1M+$31.0M2026-10-29
Louisiana State Employees Retirement System
INCREASED114,60029,400+85,200+290%$22.4M$30.3M+$7.9M2026-10-20
Carnegie Investment Counsel
INCREASED112,05529,400+82,655+281%$22.4M$29.7M+$7.2M2026-10-20
Mutual of America Capital Management LLC
INCREASED109,67927,596+82,083+297%$21.1M$29.0M+$8.0M2026-10-23
Jacobs & Co
INCREASED109,23227,737+81,495+294%$21.2K$28.9M+$28.9M2026-10-09
Eulav Asset Management
INCREASED109,00629,800+79,206+266%$22.7M$28.9M+$6.1M2026-10-23
Venture Visionary Partners LLC
INCREASED108,69728,439+80,258+282%$21.7M$28.8M+$7.1M2026-10-07
Pittenger & Anderson Inc
INCREASED108,42425,575+82,849+324%$19.5M$28.7M+$9.2M2026-11-02
ABN Amro Investment Solutions
INCREASED108,20770,279+37,928+54%$53.6M$28.6M-$25.0M2026-10-21
Ethic Inc.
INCREASED107,22826,549+80,679+304%$20.3M$28.4M+$8.1M2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED106,88026,914+79,966+297%$20.5M$28.3M+$7.8M2026-10-22
ASR Vermogensbeheer N.V.
INCREASED105,47814,828+90,650+611%$11.3M$27.9M+$16.6M2026-10-16
Achmea Investment Management B.V.
NEW104,677—+104,677——$27.7M—2026-10-30
B. Riley Wealth Advisors, Inc.
INCREASED103,96624,425+79,541+326%$18.1M$27.5M+$9.4M2026-10-13
Investment House LLC
INCREASED100,49531,415+69,080+220%$24.0M$26.6M+$2.6M2026-10-21
Parallel Advisors, LLC
INCREASED99,78225,111+74,671+297%$19.2M$26.4M+$7.3M2026-11-03
HUB Investment Partners, LLC
INCREASED99,60823,649+75,959+321%$18.0M$26.4M+$8.3M2026-11-03
OAK Ridge Investments LLC
DECREASED97,937102,476-4,539-4%$19.6M$25.9M+$6.4M2026-10-30
Independent Financial Group, LLC
INCREASED97,59021,346+76,244+357%$16.3M$25.8M+$9.5M2026-10-13
Trifecta Capital Advisors, LLC
INCREASED97,05024,241+72,809+300%$18.5M$25.7M+$7.2M2026-10-21
State of Alaska, Department of Revenue
INCREASED96,46224,940+71,522+287%$19.0K$25.5M+$25.5M2026-10-15
Baker Avenue Asset Management, LP
INCREASED96,03026,918+69,112+257%$20.5M$25.4M+$4.9M2026-11-06
Renaissance Investment Group LLC
INCREASED95,61429,891+65,723+220%$22.8M$25.3M+$2.5M2026-10-28
SBI Securities Co., Ltd.
INCREASED93,21523,586+69,629+295%$18.0M$24.7M+$6.7M2026-10-22
Yousif Capital Management, LLC
INCREASED93,15423,507+69,647+296%$17.9M$24.7M+$6.7M2026-10-22
Lido Advisors, LLC
INCREASED91,34120,033+71,308+356%$15.3M$24.2M+$8.9M2026-11-04
Everest Financial Group LLC
INCREASED91,34122,186+69,155+312%$16.9M$24.2M+$7.3M2026-11-06
Zweig-DiMenna Associates LLC
INCREASED90,94420,511+70,433+343%$15.7M$24.1M+$8.4M2026-11-06
Cornerstone Advisors, LLC
INCREASED89,61131,517+58,094+184%$24.1M$23.7M-$327.4K2026-11-06
Sterling Investment Advisors, Ltd.
INCREASED87,59823,261+64,337+277%$17.8M$23.2M+$5.4M2026-10-27
Motley Fool Asset Management LLC
INCREASED86,78219,222+67,560+351%$14.7M$23.0M+$8.3M2026-10-27
Farther Finance Advisors, LLC
INCREASED86,08619,204+66,882+348%$14.7M$22.8M+$8.1M2026-10-08
Sigma Planning Corp
INCREASED83,79322,848+60,945+267%$17.4M$22.6M+$5.2M2026-10-23
Avanza Fonder AB
INCREASED83,31818,568+64,750+349%$14.2M$22.1M+$7.9M2026-10-13
Diversify Wealth Management, LLC
DECREASED81,82582,315-490-1%$14.8M$20.0M+$5.2M2026-10-20
Diversify Advisory Services, LLC
DECREASED81,82582,315-490-1%$14.8M$20.0M+$5.2M2026-10-20
Ferguson Wellman Capital Management, Inc
INCREASED79,90420,072+59,832+298%$15.3M$21.2M+$5.8M2026-10-05
Arthur M. Cohen & Associates, LLC
INCREASED79,17119,686+59,485+302%$15.0M$21.0M+$5.9M2026-10-26
Profund Advisors LLC
INCREASED78,75921,276+57,483+270%$16.2M$20.9M+$4.6M2026-10-29
Y.D. More Investments Ltd
INCREASED77,9189,347+68,571+734%$7.1M$20.6M+$13.5M2026-11-02
Lynch Asset Management, Inc.
INCREASED77,70019,675+58,025+295%$15.0M$20.6M+$5.6M2026-10-28
Gulf International Bank (UK) Ltd
INCREASED76,68419,171+57,513+300%$14.6K$20.3M+$20.3M2026-10-20
TimesSquare Capital Management, LLC
INCREASED76,35319,602+56,751+290%$15.0M$20.2M+$5.3M2026-11-03
Slow Capital, Inc.
INCREASED74,55818,871+55,687+295%$14.4M$19.7M+$5.3M2026-10-23
Apollon Wealth Management, LLC
INCREASED74,31517,603+56,712+322%$13.4M$19.7M+$6.2M2026-10-23
Patten & Patten Inc
INCREASED73,96519,511+54,454+279%$14.9M$19.6M+$4.7M2026-10-26
Integrated Advisors Network LLC
INCREASED73,96024,041+49,919+208%$18.3M$19.6M+$1.2M2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED71,43517,853+53,582+300%$13.6M$18.9M+$5.3M2026-10-22
Sierra Summit Advisors LLC
INCREASED70,1922,610+67,582+2589%$2.0M$18.6M+$16.6M2026-10-28
Yarbrough Capital, LLC
INCREASED69,52017,380+52,140+300%$13.3M$18.4M+$5.1M2026-10-19
IFP Advisors, Inc
INCREASED69,31017,760+51,550+290%$13.6M$18.3M+$4.8M2026-10-16
Reliant Investment Management, LLC
INCREASED68,46117,169+51,292+299%$13.1M$18.1M+$5.0M2026-10-14
Granite Investment Partners, LLC
INCREASED68,20422,133+46,071+208%$16.9M$18.1M+$1.2M2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED68,13316,577+51,556+311%$12.6M$18.0M+$5.4M2026-10-13
HB Wealth Management, LLC
INCREASED65,85413,562+52,292+386%$10.4M$17.4M+$7.1M2026-10-23
GFG Capital, LLC
INCREASED65,84121,935+43,906+200%$16.7M$17.4M+$691.9K2026-10-16
Pinnacle Associates LTD
INCREASED65,17025,625+39,545+154%$19.6M$17.3M-$2.3M2026-10-20
Lake Street Private Wealth, LLC
INCREASED64,98616,719+48,267+289%$12.8M$17.2M+$4.4M2026-10-22
EverSource Wealth Advisors, LLC
INCREASED63,09815,526+47,572+306%$11.8M$16.7M+$4.9M2026-11-04
Americana Partners, LLC
INCREASED62,63215,878+46,754+294%$12.1M$16.6M+$4.5M2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED61,47813,266+48,212+363%$10.3M$16.4M+$6.1M2026-11-04
Salem Investment Counselors Inc
INCREASED61,27715,063+46,214+307%$11.5M$16.2M+$4.7M2026-10-13
Maryland State Retirement & Pension System
INCREASED61,16213,484+47,678+354%$10.3M$16.2M+$5.9M2026-11-05
Asio Capital, LLC
INCREASED60,84615,119+45,727+302%$11.5M$16.1M+$4.6M2026-10-19
RPG Investment Advisory, LLC
INCREASED60,46433,032+27,432+83%$25.2M$16.0M-$9.2M2026-10-21
Spire Wealth Management
INCREASED60,21513,326+46,889+352%$10.2M$15.9M+$5.8M2026-10-30
J.W. Cole Advisors, Inc.
INCREASED59,17312,557+46,616+371%$9.6M$15.7M+$6.1M2026-11-05
Glynn Capital Management LLC
INCREASED58,86214,971+43,891+293%$11.4M$15.6M+$4.2M2026-10-07
Atria Investments, Inc
INCREASED58,6617,845+50,816+648%$6.0M$15.5M+$9.5M2026-10-15
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED57,06713,028+44,039+338%$9.9M$15.1M+$5.2M2026-10-22
Axxcess Wealth Management, LLC
INCREASED56,72116,107+40,614+252%$12.3M$15.0M+$2.7M2026-10-21
Royal Fund Management, LLC
INCREASED55,04811,523+43,525+378%$8.8M$14.6M+$5.8M2026-10-22
Generali Asset Management SPA SGR
INCREASED54,95012,389+42,561+344%$9.5M$14.5M+$5.1M2026-10-26
Destiny Wealth Partners, LLC
INCREASED54,88447,177+7,707+16%$9.0M$13.3M+$4.3M2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED54,25415,020+39,234+261%$11.5M$14.4M+$2.9M2026-11-03
180 Wealth Advisors, LLC
INCREASED53,60213,733+39,869+290%$10.5M$14.2M+$3.7M2026-11-03
Moran Wealth Management, LLC
INCREASED53,29714,866+38,431+259%$11.3M$14.1M+$2.8M2026-10-22
Blue Fin Capital, Inc.
INCREASED53,28813,078+40,210+307%$10.0M$14.1M+$4.1M2026-10-28
Wedbush Securities Inc
INCREASED53,25713,589+39,668+292%$10.4K$14.1M+$14.1M2026-10-22
Larson Financial Group LLC
INCREASED52,75413,091+39,663+303%$10.0M$14.0M+$4.0M2026-11-05
Meridian Wealth Management, LLC
INCREASED52,33913,253+39,086+295%$10.1M$13.9M+$3.7M2026-11-05
UMB Bank, n.a.
INCREASED51,78912,720+39,069+307%$9.7M$13.7M+$4.0M2026-11-06
CFM Wealth Partners LLC
INCREASED51,61412,865+38,749+301%$9.8M$13.7M+$3.8M2026-11-05
Crossmark Global Holdings, Inc.
INCREASED51,51012,987+38,523+297%$9.9M$13.6M+$3.7M2026-10-21
Harold Davidson & Associates Inc.
INCREASED50,65813,034+37,624+289%$9.9M$13.4M+$3.5M2026-10-29
Blue Zone Wealth Advisors, LLC
INCREASED50,54615,451+35,095+227%$11.8M$13.4M+$1.6M2026-10-19
New Mexico Educational Retirement Board
INCREASED50,40012,600+37,800+300%$9.6K$13.3M+$13.3M2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED50,25213,300+36,952+278%$10.1M$13.3M+$3.2M2026-10-20
Mission Wealth Management, LP
DECREASED50,13667,052-16,916-25%$12.8M$13.3M+$481.2K2026-10-15
VestGen Advisors, LLC
INCREASED49,48414,638+34,846+238%$11.2M$13.1M+$1.9M2026-10-27
Clearstead Advisors, LLC
INCREASED48,74612,294+36,452+297%$9.4M$12.9M+$3.5M2026-11-06
China Universal Asset Management Co., Ltd.
INCREASED48,40410,215+38,189+374%$7.8M$12.7M+$4.9M2026-10-28
Bailard, Inc.
INCREASED47,90712,601+35,306+280%$9.6M$12.7M+$3.1M2026-10-13
Grandview Asset Management LLC
INCREASED47,63414,498+33,136+229%$11.1M$12.6M+$1.6M2026-10-19
Park Avenue Securities LLC
INCREASED47,62810,286+37,342+363%$7.8K$12.6M+$12.6M2026-10-26
Vise Technologies, Inc.
INCREASED47,3217,869+39,452+501%$6.0M$12.5M+$6.5M2026-10-29
B. Metzler seel. Sohn & Co. AG
INCREASED47,11815,802+31,316+198%$12.1M$12.5M+$415.0K2026-10-30
GC Wealth Management RIA, LLC
INCREASED46,63010,920+35,710+327%$8.3M$12.3M+$4.0M2026-11-02
Leonteq Securities AG
INCREASED46,62610,035+36,591+365%$7.7M$12.3M+$4.7M2026-10-29
Partners Wealth Management, LLC
NEW46,400—+46,400——$12.3M—2026-10-28
Greystone Financial Group, LLC
INCREASED46,3779,981+36,396+365%$7.6M$12.3M+$4.7M2026-10-26
Choreo, LLC
INCREASED46,19011,633+34,557+297%$8.9M$12.2M+$3.4M2026-10-28
Ag2r LA Mondiale Gestion D'actifs
INCREASED46,11110,861+35,250+325%$8.3M$12.2M+$3.9M2026-10-26
Keybank National Association
INCREASED44,49711,320+33,177+293%$8.6M$11.8M+$3.1M2026-11-04
WD Rutherford LLC
INCREASED44,45613,467+30,989+230%$10.3M$11.8M+$1.5M2026-10-26
Guerra PAN Advisors, LLC
INCREASED43,88010,977+32,903+300%$8.4M$10.0M+$1.6M2026-10-26
Sapient Capital LLC
INCREASED42,9349,870+33,064+335%$7.5M$11.4M+$3.8M2026-10-08
Blue Square Asset Management, LLC
INCREASED42,65011,104+31,546+284%$8.5M$11.3M+$2.8M2026-11-02
Jackson Square Capital, LLC
INCREASED42,5487,974+34,574+434%$6.1M$11.3M+$5.2M2026-10-19
RMR Wealth Builders
INCREASED42,53912,101+30,438+252%$9.2M$11.3M+$2.0M2026-10-22
Equitable Trust Co
INCREASED42,37710,562+31,815+301%$8.1M$11.2M+$3.2M2026-10-13
Indivisible Partners
INCREASED42,2671,010+41,257+4085%$770.8K$11.2M+$10.4M2026-10-26
OMC Financial Services LTD
INCREASED41,72411,804+29,920+253%$9.0M$11.0M+$2.0M2026-10-19
AGP Franklin, LLC
INCREASED40,82810,198+30,630+300%$7.8M$10.8M+$3.0M2026-11-04
Jericho Financial, LLP
INCREASED40,78110,296+30,485+296%$7.9M$10.8M+$2.9M2026-10-13
Global Wealth Management Investment Advisory, Inc.
INCREASED40,76412,820+27,944+218%$9.8M$10.8M+$1.0M2026-11-04
MassMutual Private Wealth & Trust, FSB
INCREASED40,71310,592+30,121+284%$8.1M$10.8M+$2.7M2026-10-05
Petredis Investment Advisors LLC
INCREASED40,56310,222+30,341+297%$7.8M$10.7M+$2.9M2026-10-20
Perigon Wealth Management, LLC
INCREASED40,07712,309+27,768+226%$9.4M$10.6M+$1.2M2026-10-22
Sigma Investment Counselors Inc
INCREASED39,8829,201+30,681+333%$7.0M$10.6M+$3.5M2026-10-27
Left Brain Wealth Management, LLC
INCREASED39,8569,854+30,002+304%$7.5M$10.6M+$3.0M2026-10-28
Darden Wealth Group Inc
INCREASED39,4349,632+29,802+309%$7.4M$10.4M+$3.1M2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED39,2059,786+29,419+301%$7.5M$10.4M+$2.9M2026-10-26
Frank, Rimerman Advisors LLC
INCREASED39,1809,715+29,465+303%$7.4M$10.4M+$3.0M2026-10-16
Duncker Streett & Co Inc
INCREASED38,8729,644+29,228+303%$7.4M$10.3M+$2.9M2026-10-27
Nikulski Financial, Inc.
INCREASED38,3309,924+28,406+286%$7.6M$10.1M+$2.6M2026-11-06
Ascent Group, LLC
INCREASED37,8609,586+28,274+295%$7.3M$10.0M+$2.7M2026-10-30
Strategic Wealth Investment Group, LLC
INCREASED37,2149,791+27,423+280%$7.5M$9.9M+$2.4M2026-10-29
Laurel Wealth Advisors LLC
INCREASED37,2149,861+27,353+277%$7.5M$9.9M+$2.3M2026-10-27
Signal Advisors Wealth, LLC
INCREASED36,22311,342+24,881+219%$8.7M$9.6M+$934.5K2026-10-13
Lmcg Investments, LLC
INCREASED36,0799,417+26,662+283%$7.2M$9.6M+$2.4M2026-10-21
Convergence Investment Partners, LLC
NEW36,041—+36,041——$9.5M—2026-10-28
Decker Wealth Management LLC
INCREASED36,0228,988+27,034+301%$6.9M$9.5M+$2.7M2026-10-09
Linden Thomas Advisory Services, LLC
INCREASED35,3918,876+26,515+299%$6.8M$9.4M+$2.6M2026-10-19
Sepio Capital, LP
INCREASED35,2968,947+26,349+295%$6.8M$9.3M+$2.5M2026-10-22
North Dakota State Investment Board
INCREASED35,2867,353+27,933+380%$5.6M$9.3M+$3.7M2026-10-27
Canvas Wealth Advisors, LLC
INCREASED35,1629,010+26,152+290%$6.9M$9.2M+$2.3M2026-11-02
Strategic Advisors LLC
INCREASED35,0419,394+25,647+273%$1.8M$9.3M+$7.5M2026-10-13
Brighton Jones LLC
INCREASED35,00911,375+23,634+208%$8.7M$9.3M+$588.0K2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED34,9798,737+26,242+300%$6.7M$9.3M+$2.6M2026-11-05
Valeo Financial Advisors, LLC
INCREASED34,9569,246+25,710+278%$7.1M$9.3M+$2.2M2026-10-08
Palacios Wealth Management, LLC
INCREASED34,8618,725+26,136+300%$6.7M$9.2M+$2.6M2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED34,8489,119+25,729+282%$7.0M$9.2M+$2.3M2026-10-13
MGO One Seven LLC
INCREASED34,8287,569+27,259+360%$5.8M$9.2M+$3.4M2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED34,7118,351+26,360+316%$6.4M$9.2M+$2.8M2026-10-29
Paragon Advisors, LLC
INCREASED34,5958,558+26,037+304%$6.5M$9.2M+$2.6M2026-11-03
Boyd Watterson Asset Management LLC
INCREASED34,0048,807+25,197+286%$6.7M$9.0M+$2.3M2026-11-06
Merit Financial Group, LLC
INCREASED33,9247,753+26,171+338%$5.9M$9.0M+$3.1M2026-11-06
Processus Wealth & Capital Management, LLC
INCREASED33,5209,830+23,690+241%$7.5M$8.9M+$1.4M2026-10-16
Crystal Rock Capital Management
INCREASED33,3908,555+24,835+290%$6.5M$8.8M+$2.3M2026-10-28
Ritholtz Wealth Management
INCREASED33,3806,360+27,020+425%$4.9M$8.8M+$4.0M2026-11-05
LBP AM SA
INCREASED33,3663,842+29,524+768%$2.9M$8.8M+$5.9M2026-11-06
Corps Capital Advisors, LLC
INCREASED33,2298,307+24,922+300%$6.3M$8.8M+$2.5M2026-11-05
Riggs Asset Managment Co. Inc.
INCREASED33,1448,409+24,735+294%$6.4M$8.8M+$2.4M2026-11-05
Quantum Private Wealth, LLC
INCREASED33,0878,789+24,298+276%$6.7M$8.8M+$2.1M2026-10-20
Savant Capital, LLC
INCREASED33,0176,317+26,700+423%$3.5M$8.7M+$5.3M2026-11-06
Harbor Investment Advisory, LLC
INCREASED32,7028,372+24,330+291%$6.4M$8.7M+$2.3M2026-10-13
Clay Northam Wealth Management, LLC
INCREASED32,5268,208+24,318+296%$6.3M$8.6M+$2.3M2026-10-13
AlphaStar Capital Management, LLC
INCREASED32,4429,423+23,019+244%$7.2M$8.6M+$1.4M2026-10-16
DE Burlo Group Inc
INCREASED32,40010,000+22,400+224%$7.6M$8.6M+$946.5K2026-11-05
Signaturefd, LLC
INCREASED32,1797,703+24,476+318%$5.9M$8.5M+$2.6M2026-10-23
Mirador Capital Partners LP
INCREASED32,1647,796+24,368+313%$5.9M$8.5M+$2.6M2026-10-09
Citizens Financial Group Inc
INCREASED31,9927,590+24,402+322%$5.8M$8.5M+$2.7M2026-10-23
Titleist Asset Management, LLC
INCREASED31,4649,859+21,605+219%$7.5M$8.3M+$807.8K2026-10-08
SteelPeak Wealth, LLC
INCREASED31,42411,235+20,189+180%$8.6M$8.3M-$254.4K2026-10-16
Gamma Investing LLC
INCREASED31,3957,053+24,342+345%$5.4M$8.3M+$2.9M2026-10-08
Rockingstone Advisors LLC
INCREASED31,1938,017+23,176+289%$6.1M$8.3M+$2.1M2026-10-16
Kessler Investment Group, LLC
INCREASED30,72426,165+4,559+17%$20.0M$8.1M-$11.8M2026-10-08
Independent Solutions Wealth Management, LLC
INCREASED30,5957,727+22,868+296%$1.5M$8.1M+$6.6M2026-10-28
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED29,9601,434+28,526+1989%$1.1M$7.9M+$6.8M2026-11-04
Howard Capital Management, LLC
INCREASED29,9577,505+22,452+299%$5.7M$7.9M+$2.2M2026-10-16
Secure Asset Management, LLC
INCREASED29,93812,062+17,876+148%$9.2M$7.9M-$1.3M2026-10-19
Cache Advisors, LLC
INCREASED29,8767,013+22,863+326%$5.4M$7.9M+$2.6M2026-10-16
B.A. Schrock Wealth Management, Inc.
NEW29,697—+29,697——$7.9M—2026-10-15
GenTrust, LLC
INCREASED29,6207,361+22,259+302%$5.6M$7.8M+$2.2M2026-11-06
Verus Wealth Management, LLC
NEW29,501—+29,501——$7.8M—2026-10-13
Stenger Family Office, LLC
INCREASED29,13310,786+18,347+170%$8.2M$7.6M-$621.3K2026-10-22
PKO Investment Management Joint-Stock Co
INCREASED29,0008,500+20,500+241%$6.5M$7.7M+$1.2M2026-10-19
Ascent Wealth Partners, LLC
INCREASED28,5647,237+21,327+295%$5.5M$7.6M+$2.0M2026-10-23
Atlatl Advisers LLC
INCREASED28,311285+28,026+9834%$217.5K$7.5M+$7.3M2026-10-22
Illinois Municipal Retirement Fund
INCREASED28,2814,387+23,894+545%$3.3M$7.5M+$4.1M2026-11-05
Bdf-Gestion
INCREASED28,2427,956+20,286+255%$1.3M$7.5M+$6.2M2026-10-19
Portfolio Design Labs, LLC
INCREASED28,1587,177+20,981+292%$5.5M$7.5M+$2.0M2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED28,0157,040+20,975+298%$5.4M$7.4M+$2.0M2026-10-29
High Note Wealth, LLC
INCREASED27,8016,932+20,869+301%$5.3M$7.4M+$2.1M2026-10-27
Nilsine Partners, LLC
INCREASED27,7767,347+20,429+278%$5.6M$7.4M+$1.7M2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED27,6975,517+22,180+402%$4.2M$7.3M+$3.1M2026-10-23
Realta Investment Advisors
INCREASED27,4486,983+20,465+293%$5.3M$7.3M+$1.9M2026-10-14
Westwind Capital
NEW27,407—+27,407——$7.3M—2026-10-08
E. Ohman J:or Asset Management AB
INCREASED27,2046,676+20,528+307%$5.1M$7.2M+$2.1M2026-10-22
Aurora Investment Managers, Llc.
INCREASED27,1446,989+20,155+288%$5.3K$7.2M+$7.2M2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED27,05026,472+578+2%$5.3M$7.1M+$1.9M2026-10-13
RKL Wealth Management LLC
INCREASED26,8946,711+20,183+301%$5.1M$7.1M+$2.0M2026-10-16
Daymark Wealth Partners, LLC
INCREASED26,7346,769+19,965+295%$5.2M$7.1M+$1.9M2026-11-04
Argonautica Private Wealth Management, Inc
INCREASED26,6506,698+19,952+298%$5.1M$7.1M+$1.9M2026-11-02
Union Bancaire Privee, UBP SA
INCREASED26,59623,369+3,227+14%$14.6M$6.3M-$8.3M2026-11-04
Snider Financial Group
INCREASED26,4567,695+18,761+244%$5.9M$7.0M+$1.1M2026-10-16
Securian Asset Management, Inc
DECREASED26,45126,864-413-2%$5.5M$7.0M+$1.5M2026-11-06
365 WMG Private Fund I: Primus Fund LLC
NEW26,319—+26,319——$7.0M—2026-10-20
Axecap Investments, LLC
INCREASED26,3198,424+17,895+212%$6.4M$7.0M+$539.5K2026-10-20
WIN Advisors, Inc
INCREASED26,1556,816+19,339+284%$5.2M$6.9M+$1.7M2026-11-06
RCS Financial Planning, LLC
INCREASED25,7966,608+19,188+290%$5.0M$6.8M+$1.8M2026-10-14
SevenBridge Financial Group, LLC
DECREASED25,71440,985-15,271-37%$8.8M$5.8M-$2.9M2026-10-26
Kingsman Wealth Management, Inc.
INCREASED25,6503,542+22,108+624%$2.7M$6.8M+$4.1M2026-10-13
Leelyn Smith, LLC
INCREASED25,5566,669+18,887+283%$5.1M$6.8M+$1.7M2026-11-03
Piar LLC
INCREASED25,5257,525+18,000+239%$5.7M$6.8M+$1.0M2026-10-21
Praxis Investment Management Inc
INCREASED25,2806,320+18,960+300%$4.8K$6.7M+$6.7M2026-11-03
Central Trust Co
INCREASED25,2696,470+18,799+291%$4.9M$6.7M+$1.8M2026-11-05
Bouvel Investment Partners, LLC
INCREASED25,2186,961+18,257+262%$5.3M$6.7M+$1.4M2026-10-13
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED25,2008,300+16,900+204%$6.3M$6.7M+$337.6K2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED24,9876,028+18,959+315%$4.6M$6.6M+$2.0M2026-10-14
Sterling Capital Management LLC
INCREASED24,9456,586+18,359+279%$5.0M$6.6M+$1.6M2026-10-22
Consolidated Investment Group LLC
INCREASED24,8005,700+19,100+335%$4.3M$6.6M+$2.2M2026-11-04
Sowell Financial Services LLC
INCREASED24,7705,628+19,142+340%$4.3M$6.6M+$2.3M2026-10-23
Malaga Cove Capital, LLC
INCREASED24,4026,258+18,144+290%$4.8M$6.5M+$1.7M2026-10-23
Spirit of America Management Corp
INCREASED24,2005,850+18,350+314%$4.5M$6.4M+$1.9M2026-10-14
Eagle Strategies LLC
INCREASED24,1896,110+18,079+296%$4.7M$6.4M+$1.7M2026-10-16
Patten Group, Inc.
INCREASED24,1846,184+18,000+291%$4.7M$6.4M+$1.7M2026-10-26
Altura Wealth Advisors Inc.
INCREASED23,8395,962+17,877+300%$4.5M$6.3M+$1.8M2026-10-22
Wedmont Private Capital
INCREASED23,71217,964+5,748+32%$3.4M$6.2M+$2.9M2026-10-09
Intesa Sanpaolo Wealth Management
INCREASED23,5915,907+17,684+299%$4.5M$6.2M+$1.7M2026-10-28
Perryman Financial Advisory Inc
INCREASED23,5585,588+17,970+322%$4.3M$6.2M+$2.0M2026-10-16
Benedict Financial Advisors Inc
INCREASED23,2946,237+17,057+273%$4.8M$6.2M+$1.4M2026-10-07
Quadrant Capital Group LLC
INCREASED23,2014,970+18,231+367%$3.8M$6.1M+$2.3M2026-10-20
Crestwood Advisors Group, LLC
INCREASED22,7995,334+17,465+327%$4.1M$6.0M+$2.0M2026-10-27
Caitong International Asset Management Co., Ltd
NEW22,387—+22,387——$5.9M—2026-10-29
Dudley Capital Management, LLC
INCREASED22,3445,636+16,708+296%$4.3M$5.9M+$1.6M2026-10-23
Boothe Investment Group, Inc.
INCREASED22,0107,885+14,125+179%$6.0M$5.8M-$190.2K2026-10-22
Genus Capital Management Inc.
INCREASED21,8706,845+15,025+220%$5.2M$5.8M+$566.4K2026-11-04
LifeGoal Investments, LLC
NEW21,797—+21,797——$5.8M—2026-10-09
Donoghue Forlines LLC
DECREASED21,77323,032-1,259-5%$4.4M$5.8M+$1.4M2026-11-02
Mitchell Capital Management Co
INCREASED21,7585,490+16,268+296%$4.2M$5.8M+$1.6M2026-10-29
Parisi Gray Wealth Management
INCREASED21,7335,302+16,431+310%$4.0M$5.8M+$1.7M2026-10-16
Shepherd Financial Partners LLC
INCREASED21,6975,418+16,279+300%$4.1M$5.7M+$1.6M2026-11-03
Commons Capital, LLC
INCREASED21,4275,560+15,867+285%$4.2M$5.7M+$1.4M2026-11-05
Blodgett Wealth Advisors, LLC
INCREASED21,2275,646+15,581+276%$4.3M$5.6M+$1.3M2026-10-23
Draper Asset Management, LLC
NEW21,188—+21,188——$5.6M—2026-10-09
Whitener Capital Management, Inc.
INCREASED21,1485,236+15,912+304%$999.0K$5.6M+$4.6M2026-10-15
WealthPlan Investment Management, LLC
INCREASED20,9025,226+15,676+300%$4.0M$5.5M+$1.5M2026-10-15
CoreCap Advisors, LLC
INCREASED20,8886,802+14,086+207%$5.2M$5.5M+$339.2K2026-10-08
RHL Group, LLC
INCREASED20,8174,978+15,839+318%$3.8M$5.5M+$1.7M2026-11-04
PW Nova Financial Services LLC
INCREASED20,7905,617+15,173+270%$4.3M$5.5M+$1.2M2026-10-15
Tema Etfs LLC
INCREASED20,7234,166+16,557+397%$3.2M$5.5M+$2.3M2026-10-16
Plato Investment Management Ltd
NEW20,521—+20,521——$5.5M—2026-11-05
RFG Advisory, LLC
INCREASED20,2405,181+15,059+291%$4.0M$5.4M+$1.4M2026-11-03
Lewis Asset Management, LLC
INCREASED19,9704,904+15,066+307%$3.7M$5.3M+$1.5M2026-10-14
Wespac Advisors SoCal, LLC
DECREASED19,88820,412-524-3%$3.9M$5.3M+$1.4M2026-10-13
Gateway Investment Advisers LLC
INCREASED19,8784,180+15,698+376%$3.2M$5.3M+$2.1M2026-10-13
AlpInvest Partners B.V.
INCREASED19,8506,121+13,729+224%$4.7M$5.3M+$584.1K2026-11-06
Verdence Capital Advisors LLC
INCREASED19,6062,762+16,844+610%$2.1M$5.2M+$3.1M2026-10-26
Cooper Financial Group
INCREASED19,4794,403+15,076+342%$3.4M$5.2M+$1.8M2026-10-07
Bokf, NA
INCREASED19,4643,320+16,144+486%$2.5M$5.2M+$2.6M2026-10-27
Capital Advisors Wealth Management, LLC
INCREASED19,2924,854+14,438+297%$3.7M$5.1M+$1.4M2026-10-09
Ariose Capital Management Ltd
NEW19,284—+19,284——$5.1M—2026-11-02
Beese Fulmer Investment Management, Inc.
INCREASED19,2334,828+14,405+298%$3.7M$5.1M+$1.4M2026-10-23
Private Advisory Group LLC
INCREASED19,1591,623+17,536+1080%$1.2M$5.1M+$3.8M2026-11-06
Convergence Financial, LLC
INCREASED19,1509,909+9,241+93%$7.6M$5.1M-$2.5M2026-10-27
FNY Investment Advisers, LLC
INCREASED19,0003,200+15,800+494%$610.0K$5.0M+$4.4M2026-10-16
Fairvoy Private Wealth, LLC
INCREASED18,9654,447+14,518+326%$3.4M$5.0M+$1.6M2026-10-19
Ascentis Independent Advisors
INCREASED18,855214+18,641+8711%$163.3K$5.0M+$4.8M2026-11-03
Compound Planning, Inc.
INCREASED18,8134,535+14,278+315%$3.5M$5.0M+$1.5M2026-11-05
Summit Place Financial Advisors, LLC
INCREASED18,7325,421+13,311+246%$4.1M$5.0M+$822.3K2026-10-23
Principle Wealth Partners LLC
INCREASED18,6224,755+13,867+292%$3.6M$4.9M+$1.3M2026-11-02
International Assets Investment Management, LLC
INCREASED18,6024,151+14,451+348%$3.2M$4.9M+$1.7M2026-11-02
Interchange Capital Partners, LLC
INCREASED18,5674,807+13,760+286%$3.7M$4.9M+$1.3M2026-10-28
Wealthcare Advisory Partners LLC
INCREASED18,4175,794+12,623+218%$4.4M$4.9M+$454.3K2026-10-21
Xcel Wealth Management, LLC
INCREASED18,4085,140+13,268+258%$3.9M$4.9M+$951.0K2026-10-26
Roberts Wealth Advisors, LLC
INCREASED18,2374,630+13,607+294%$3.5M$4.8M+$1.3M2026-10-14
Great Lakes Retirement, Inc.
INCREASED18,2194,488+13,731+306%$3.4M$4.8M+$1.4M2026-10-26
Jessup Wealth Management, Inc
INCREASED18,1494,716+13,433+285%$3.6M$4.8M+$1.2M2026-10-20
Nations Financial Group Inc,
INCREASED18,1464,044+14,102+349%$3.1M$4.8M+$1.7M2026-11-05
Trek Financial, LLC
INCREASED18,059470+17,589+3742%$358.7K$4.8M+$4.4M2026-10-29
Lyell Wealth Management, LP
INCREASED17,8224,080+13,742+337%$3.1M$4.7M+$1.6M2026-10-30
Alps Advisors Inc
INCREASED17,7375,336+12,401+232%$4.1M$4.7M+$623.8K2026-11-03
Comprehensive Financial Planning, Inc.
INCREASED17,6634,502+13,161+292%$3.4M$4.7M+$1.2M2026-10-27
CWA Asset Management Group, LLC
INCREASED17,6544,233+13,421+317%$3.2M$4.7M+$1.4M2026-10-19
Neville Rodie & Shaw Inc
INCREASED17,6204,465+13,155+295%$3.4K$4.7K+$1.3K2026-10-05
Ascentis Wealth Management, LLC
INCREASED17,5855,445+12,140+223%$4.2M$4.7M+$500.4K2026-11-03
Chicago Partners Investment Group LLC
DECREASED17,49118,024-533-3%$3.3M$4.5M+$1.2M2026-10-27
Diversified Trust Co
INCREASED17,2263,469+13,757+397%$2.6M$4.6M+$1.9M2026-11-06
Zullo Investment Group, Inc.
INCREASED17,2164,381+12,835+293%$3.3M$4.6M+$1.2M2026-10-20
KMG Fiduciary Partners, LLC
INCREASED17,2024,164+13,038+313%$3.2M$4.6M+$1.4M2026-10-14
Integrated Financial Solutions, Inc.
INCREASED17,1794,830+12,349+256%$3.7M$4.5M+$862.2K2026-10-09
Meridian Financial Partners LLC
DECREASED17,07118,544-1,473-8%$3.8M$4.2M+$340.8K2026-10-23
Verus Capital Partners, LLC
INCREASED17,0291,380+15,649+1134%$1.1M$4.5M+$3.5M2026-11-03
XY Planning Network, Inc.
INCREASED16,9354,559+12,376+271%$3.5M$4.5M+$1.0M2026-10-14
Herbst Group, LLC
INCREASED16,8505,850+11,000+188%$4.5M$4.5M-$3.7K2026-10-20
Rakuten Securities, Inc.
INCREASED16,8441,689+15,155+897%$1.3M$4.5M+$3.2M2026-11-02
Harmony Asset Management LLC
INCREASED16,8044,201+12,603+300%$3.2M$4.4M+$1.2M2026-10-20
Icici Prudential Asset Management Co Ltd
INCREASED16,7104,210+12,500+297%$3.2M$4.4M+$1.2M2026-11-06
Moors & Cabot, Inc.
INCREASED16,4813,563+12,918+363%$2.7M$4.4M+$1.6M2026-11-06
Greenleaf Trust
INCREASED16,4333,970+12,463+314%$3.0M$4.4M+$1.3M2026-10-29
Private Trust Co NA
INCREASED16,3574,450+11,907+268%$3.4M$4.3M+$934.5K2026-10-20
KRS Capital Management, LLC
INCREASED16,3164,091+12,225+299%$3.1M$4.3M+$1.2M2026-10-16
AXS Investments LLC
INCREASED16,2494,444+11,805+266%$3.4M$4.3M+$910.5K2026-11-04
Moody Lynn Lieberson & Walker, LLC
INCREASED16,2161,541+14,675+952%$1.2M$4.3M+$3.1M2026-10-14
Fortem Financial Group, LLC
INCREASED16,1493,956+12,193+308%$3.0M$4.3M+$1.3M2026-10-20
Elevated Private Wealth, LLC
INCREASED16,1494,224+11,925+282%$3.2M$4.3M+$1.1M2026-10-15
Generali Investments, Management Co LLC
INCREASED16,1263,659+12,467+341%$2.8M$4.3M+$1.5M2026-10-19
Rydar Equities, Inc.
DECREASED16,03216,072-400%$3.3M$4.3M+$983.0K2026-10-13
Fiduciary Alliance LLC
INCREASED16,0273,969+12,058+304%$3.0M$4.2M+$1.2M2026-10-13
Essex Investment Management Co LLC
INCREASED16,0174,169+11,848+284%$3.2M$4.2M+$1.1M2026-10-19
Sagespring Wealth Partners, LLC
INCREASED15,9953,802+12,193+321%$2.9M$4.2M+$1.3M2026-10-22
Nvwm, LLC
INCREASED15,9534,037+11,916+295%$3.1M$4.2M+$1.1M2026-10-14
Vantage Investment Partners, LLC
NEW15,908—+15,908——$4.2M—2026-10-27
SLT Holdings LLC
INCREASED15,9084,547+11,361+250%$867.5K$4.2M+$3.3M2026-10-15
First Citizens Bank & Trust Co
INCREASED15,891501+15,390+3072%$382.3K$4.2M+$3.8M2026-10-14
Columbia Bank
INCREASED15,8353,961+11,874+300%$3.0M$4.2M+$1.2M2026-10-29
Castle Rock Wealth Management, LLC
INCREASED15,7835,630+10,153+180%$4.4M$4.4M+$50.7K2026-10-09
Capital Investment Advisory Services, LLC
INCREASED15,6713,931+11,740+299%$3.0M$4.1M+$1.1M2026-10-30
Primoris Wealth Advisors, LLC
INCREASED15,5551,242+14,313+1152%$947.8K$4.1M+$3.2M2026-10-28
Opinicus Capital, Inc.
INCREASED15,4364,401+11,035+251%$3.4M$4.1M+$728.1K2026-10-28
Meridian Investment Counsel Inc.
INCREASED15,3995,745+9,654+168%$4.4M$4.1M-$307.4K2026-10-14
Sage Capital Management, LLC
INCREASED15,3453,762+11,583+308%$2.9M$4.1M+$1.2M2026-10-20
Azzad Asset Management Inc
INCREASED15,2232,916+12,307+422%$2.2M$4.0M+$1.8M2026-11-04
Joel Isaacson & Co., LLC
INCREASED15,1333,722+11,411+307%$2.8M$4.0M+$1.2M2026-11-05
Tempo Wealth, LLC
INCREASED15,1293,688+11,441+310%$2.8M$4.0M+$1.2M2026-10-14
Schear Investment Advisers, LLC
INCREASED15,1297,624+7,505+98%$5.8M$4.0M-$1.8M2026-10-14
Eos Management, L.P.
INCREASED15,1243,781+11,343+300%$2.9M$4.0M+$1.1M2026-10-27
Elyxium Wealth, LLC
INCREASED15,1033,756+11,347+302%$2.9M$4.0M+$1.1M2026-10-27
Capelight Capital Asset Management LP
INCREASED15,0002,000+13,000+650%$1.5M$4.0M+$2.4M2026-10-23
Dynamic Advisor Solutions LLC
INCREASED14,9824,072+10,910+268%$3.1M$4.0M+$858.8K2026-10-13
Steinberganna Wealth Management
INCREASED14,9064,865+10,041+206%$3.7M$3.9M+$233.7K2026-10-23
Davenport & Co LLC
DECREASED14,83915,868-1,029-6%$3.0M$3.9M+$901.2K2026-10-14
City Holding Co
INCREASED14,8263,635+11,191+308%$2.8M$3.9M+$1.2M2026-10-19
Norden Group LLC
INCREASED14,8103,796+11,014+290%$2.9M$3.9M+$1.0M2026-10-20
Milestone Asset Management, LLC
INCREASED14,7893,959+10,830+274%$755.3K$3.9M+$3.2M2026-10-15
Telos Capital Management, Inc.
INCREASED14,7863,891+10,895+280%$3.0M$3.9M+$945.2K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED14,6213,997+10,624+266%$3.1M$3.9M+$820.6K2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED14,6193,552+11,067+312%$2.7M$3.9M+$1.2M2026-10-21
SAX Wealth Advisors, LLC
INCREASED14,6142,804+11,810+421%$1.1M$3.9M+$2.8M2026-10-13
Wakefield Asset Management Lllp
INCREASED14,5283,627+10,901+301%$2.8M$3.8M+$1.1M2026-11-05
MSH Capital Advisors LLC
INCREASED14,478443+14,035+3168%$338.1K$3.8M+$3.5M2026-11-03
Stablepoint Partners, LLC
INCREASED14,3624,330+10,032+232%$3.3M$3.8M+$497.9K2026-11-03
Evergreen Capital Management LLC
INCREASED14,3533,327+11,026+331%$2.5M$3.8M+$1.3M2026-10-23
Tuttle Capital Management, LLC
NEW14,292—+14,292——$3.8M—2026-10-21
Clear Creek Financial Management, LLC
INCREASED14,2429,945+4,297+43%$7.6M$3.8M-$3.8M2026-10-28
Robbins Farley
INCREASED14,2265,801+8,425+145%$4.4M$3.8M-$660.6K2026-10-21
Fulton Bank, N.A.
INCREASED14,1243,880+10,244+264%$3.0M$3.7M+$778.3K2026-10-14
Juno Financial Group LLC
INCREASED14,1153,625+10,490+289%$2.8M$3.7M+$970.6K2026-10-27
Mainstream Capital Management LLC
INCREASED14,0333,458+10,575+306%$2.6M$3.7M+$1.1M2026-10-23
Westside Investment Management, Inc.
INCREASED13,9894,492+9,497+211%$3.4M$3.7M+$286.2K2026-11-02
Simplicity Wealth,LLC
INCREASED13,9562,939+11,017+375%$2.2M$3.7M+$1.5M2026-10-23
Third View Private Wealth, LLC
INCREASED13,9093,302+10,607+321%$2.5M$3.7M+$1.2M2026-10-30
Signature Wealth Management Partners, LLC
INCREASED13,8813,435+10,446+304%$2.6M$3.7M+$1.1M2026-10-21
Kennedy Investment Group, Inc.
INCREASED13,8563,464+10,392+300%$2.6M$3.7M+$1.0M2026-10-21
Investment Partners, Ltd.
INCREASED13,8481,731+12,117+700%$1.3M$3.7M+$2.3M2026-10-29
Procyon Advisors, LLC
INCREASED13,6605,386+8,274+154%$4.1M$3.6M-$493.8K2026-10-21
Focus Financial Network, Inc.
INCREASED13,6343,402+10,232+301%$2.6M$3.6M+$1.0M2026-10-14
Little House Capital LLC
INCREASED13,5943,972+9,622+242%$3.0M$3.6M+$567.8K2026-11-06
Means Investment Co., Inc.
INCREASED13,5533,398+10,155+299%$2.6M$3.6M+$995.0K2026-11-03
Everhart Financial Group, Inc.
INCREASED13,5153,185+10,330+324%$2.4M$3.6M+$1.1M2026-10-08
Doliver Advisors, LP
INCREASED13,5004,474+9,026+202%$3.4M$3.6M+$159.8K2026-10-01
Covea Finance
INCREASED13,5007,400+6,100+82%$5.6M$3.6M-$2.1M2026-10-21
Pathway Wealth Management LLC
INCREASED13,4733,337+10,136+304%$2.5M$3.6M+$1.0M2026-10-19
Greater Midwest Financial Group, LLC
INCREASED13,4074,752+8,655+182%$3.6M$3.5M-$77.0K2026-10-13
Braeburn Wealth Management LLC
INCREASED13,3792,418+10,961+453%$1.8M$3.5M+$1.7M2026-10-15
Madden Securities Corp
INCREASED13,3543,411+9,943+292%$2.6M$3.5M+$932.4K2026-10-27
Earned Wealth Advisors, LLC
INCREASED13,3453,499+9,846+281%$2.7M$3.5M+$862.9K2026-11-06
Capital Investment Advisors, LLC
INCREASED13,3293,331+9,998+300%$2.5M$3.5M+$986.8K2026-10-22
Parsons Capital Management Inc
INCREASED13,2873,353+9,934+296%$2.6M$3.5M+$958.9K2026-10-28
Green Alpha Advisors, LLC
INCREASED13,2413,677+9,564+260%$2.8M$3.5M+$699.5K2026-10-08
Claro Advisors Inc.
INCREASED13,1982,825+10,373+367%$2.2M$3.5M+$1.3M2026-11-02
Vertrix Wealth Management, LLC
INCREASED13,1393,979+9,160+230%$3.0M$3.5M+$441.9K2026-10-13
Dedeker Financial LLC
INCREASED13,0683,173+9,895+312%$2.4M$3.5M+$1.0M2026-10-23
Allworth Financial LP
INCREASED13,03812,281+757+6%$9.4M$9.9M+$578.1K2026-11-06
Blue Line Capital, LLC / IL
INCREASED12,9564,028+8,928+222%$3.1M$3.4M+$356.2K2026-11-04
Redmond Asset Management, LLC
INCREASED12,8663,318+9,548+288%$2.5M$3.4M+$874.2K2026-10-27
Victory Financial Group, LLC
INCREASED12,8343,397+9,437+278%$2.6M$3.4M+$805.4K2026-10-27
Balboa Wealth Partners
INCREASED12,8313,005+9,826+327%$2.3M$3.4M+$1.1M2026-10-20
Legacy Financial Independent Advisors LLC
INCREASED12,7453,915+8,830+226%$3.0M$3.4M+$386.5K2026-11-02
Cohen Investment Advisors LLC
INCREASED12,7311,046+11,685+1117%$798.2K$3.4M+$2.6M2026-10-20
CRA Financial Services, LLC
INCREASED12,7003,176+9,524+300%$2.4M$3.4M+$938.7K2026-10-16
Putney Financial Group LLC
INCREASED12,6633,130+9,533+305%$2.4M$3.4M+$963.9K2026-10-30
Cornerstone Advisory, LLC
INCREASED12,6083,773+8,835+234%$2.9M$3.3M+$458.7K2026-11-06
Mezzasalma Advisors, LLC
INCREASED12,5843,139+9,445+301%$2.4M$3.3M+$936.1K2026-10-14
J. Safra Sarasin Holding AG
INCREASED12,5064,230+8,276+196%$3.2M$3.3M+$82.2K2026-10-26
Aviso Wealth Management
INCREASED12,4973,133+9,364+299%$2.4M$3.3M+$917.7K2026-11-04
Aaron Wealth Advisors LLC
INCREASED12,4823,279+9,203+281%$2.5M$3.3M+$802.2K2026-10-13
Zions Bancorporation, National Association
INCREASED12,4771,883+10,594+563%$1.4M$3.3M+$1.9M2026-11-06
Essential Investment Partners LLC
INCREASED12,3773,781+8,596+227%$2.9M$3.3M+$391.4K2026-10-27
Masterinvest Kapitalanlage GmbH
INCREASED12,273941+11,332+1204%$718.1K$3.2M+$2.5M2026-11-03
Modera Wealth Management, LLC
INCREASED12,2523,082+9,170+298%$2.4M$3.2M+$891.9K2026-10-28
Meadowbrook Wealth Management, LLC
INCREASED12,2062,549+9,657+379%$1.9M$3.2M+$1.3M2026-10-08
Integrity Alliance, Llc.
INCREASED12,1484,621+7,527+163%$3.5M$3.2M-$310.3K2026-10-29
Ticino Wealth
INCREASED12,0882,995+9,093+304%$2.3M$3.2M+$914.7K2026-10-13
AlphaCore Capital LLC
INCREASED12,0531,697+10,356+610%$1.3M$3.2M+$1.9M2026-11-04
Summit Wealth Group LLC / Co
INCREASED12,0381,576+10,462+664%$1.2M$3.2M+$2.0M2026-10-29
Perpetual Ltd
INCREASED12,0332,210+9,823+444%$1.7M$3.2M+$1.5M2026-10-13
Miller Financial Services LLC
INCREASED12,0303,053+8,977+294%$2.3M$3.2M+$855.1K2026-10-20
Aldebaran Financial Inc.
INCREASED11,9193,016+8,903+295%$2.3M$3.2M+$853.9K2026-11-06
Turtle Creek Wealth Advisors, LLC
INCREASED11,9092,910+8,999+309%$2.2M$3.2M+$934.9K2026-10-15
Bison Wealth, LLC
INCREASED11,88010,632+1,248+12%$2.1M$3.1M+$1.0M2026-10-13
Cornerstone Wealth Management, LLC
INCREASED11,8223,079+8,743+284%$2.3M$3.1M+$780.2K2026-11-04
Confluence Wealth Services, Inc.
INCREASED11,7732,989+8,784+294%$2.3M$3.1M+$835.9K2026-11-05
Jacksonville Wealth Management, LLC
INCREASED11,7682,940+8,828+300%$2.2M$3.1M+$871.9K2026-10-30
RDA Financial Network
INCREASED11,7403,393+8,347+246%$2.6M$3.1M+$518.8K2026-10-15
Disciplined Equity Management, Inc.
INCREASED11,6082,932+8,676+296%$2.2M$3.1M+$835.7K2026-10-14
Eastern Bank
INCREASED11,5392,134+9,405+441%$1.6M$3.1M+$1.4M2026-10-05
Directional Asset Management
INCREASED11,4882,907+8,581+295%$2.2M$3.0M+$823.0K2026-10-22
Strong Retirement Solutions LLC
INCREASED11,4713,700+7,771+210%$2.8M$3.0M+$213.3K2026-10-07
Soltis Investment Advisors LLC
INCREASED11,4482,670+8,778+329%$2.0M$3.0M+$993.1K2026-10-28
Midwest Trust Co
INCREASED11,3773,576+7,801+218%$2.7M$3.0M+$283.1K2026-10-22
Granite Islands Private Wealth, LLC
INCREASED11,3472,567+8,780+342%$2.0M$3.0M+$1.0M2026-10-16
Huntleigh Advisors, Inc.
INCREASED11,2873,084+8,203+266%$2.4M$3.0M+$634.7K2026-11-03
Altman Advisors, Inc.
INCREASED11,2672,843+8,424+296%$2.2M$3.0M+$813.3K2026-11-05
Park Capital Management, LLC / WI
NEW11,204—+11,204——$3.0M—2026-10-13
TrueMark Investments, LLC
INCREASED11,2022,968+8,234+277%$2.3M$3.0M+$700.7K2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED11,1893,013+8,176+271%$2.3M$3.0M+$662.9K2026-10-16
Allen Capital Group, LLC
INCREASED11,1612,874+8,287+288%$2.2M$3.0M+$761.6K2026-10-27
BankPlus Trust Department
INCREASED11,1192,779+8,340+300%$2.1M$2.9M+$823.0K2026-11-06
Trust Asset Management LLC
INCREASED11,0162,754+8,262+300%$2.1M$2.9M+$814.8K2026-11-03
S.A. Mason LLC
INCREASED11,0162,759+8,257+299%$2.1M$2.9M+$811.0K2026-10-13
Cornerstone Enterprises, LLC
INCREASED11,0045,041+5,963+118%$961.7K$2.9M+$2.0M2026-10-15
Hoey Investments, Inc
INCREASED10,9182,142+8,776+410%$1.6M$2.9M+$1.3M2026-10-29
Sycomore Asset Management
UNCHANGED10,85410,85400%$7.3K$7.3K$02026-10-26
Woodward Diversified Capital, LLC
INCREASED10,8522,713+8,139+300%$2.1M$2.9M+$802.7K2026-10-21
Lantern Wealth Advisors, LLC
INCREASED10,8282,679+8,149+304%$2.0M$2.9M+$822.3K2026-10-22
Werlinich Asset Management, LLC
INCREASED10,7682,692+8,076+300%$2.1M$2.9M+$796.5K2026-10-09
Certuity, LLC
INCREASED10,7103,749+6,961+186%$2.8M$3.3M+$536.5K2026-11-02
Koshinski Asset Management, Inc.
INCREASED10,6554,084+6,571+161%$3.1M$2.8M-$295.7K2026-10-29
Avestar Capital, LLC
INCREASED10,6184,882+5,736+117%$3.7M$2.8M-$914.4K2026-10-28
First Pacific Financial
INCREASED10,5152,682+7,833+292%$2.0M$2.8M+$737.1K2026-10-14
Legacy Wealth Asset Management, LLC
INCREASED10,4602,721+7,739+284%$2.1M$2.8M+$692.8K2026-10-09
Fisher Asset Management, LLC
INCREASED10,4103,445+6,965+202%$2.6M$2.8M+$126.5K2026-11-06
Beacon Financial Advisory LLC
INCREASED10,2592,809+7,450+265%$2.1M$2.7M+$572.4K2026-10-16
Odyssey Capital Advisors, Inc.
INCREASED10,2442,597+7,647+294%$2.0M$2.7M+$730.2K2026-10-26
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED10,2002,800+7,400+264%$2.1K$2.7M+$2.7M2026-10-22
Wisconsin Wealth Advisors, LLC
INCREASED10,1192,518+7,601+302%$1.9M$2.7M+$757.6K2026-10-08
Legacy Financial Strategies, LLC
INCREASED10,1192,640+7,479+283%$2.0M$2.7M+$664.3K2026-10-15
Magnus Financial Group LLC
INCREASED10,0442,740+7,304+267%$2.1M$2.7M+$568.1K2026-10-21
Triad Wealth Partners, LLC
DECREASED10,03410,190-156-2%$2.1M$2.7M+$592.6K2026-10-26
Western Financial Corp
INCREASED9,9822,538+7,444+293%$1.9M$2.6M+$705.9K2026-10-14
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED9,9412,486+7,455+300%$1.9M$2.6M+$734.7K2026-10-21
Creative Financial Designs Inc
INCREASED9,9152,545+7,370+290%$1.9M$2.6M+$682.8K2026-11-04
Weatherly Asset Management L. P.
INCREASED9,8812,306+7,575+328%$1.8M$2.6M+$855.8K2026-10-20
Meridian Management Co
INCREASED9,8752,884+6,991+242%$2.2M$2.6M+$413.5K2026-11-06
Advisory Resource Group
INCREASED9,8422,867+6,975+243%$2.2M$2.6M+$418.2K2026-10-26
BIP Wealth, LLC
INCREASED9,7422,251+7,491+333%$1.7M$2.6M+$861.5K2026-10-22
PDS Planning, Inc
INCREASED9,6892,459+7,230+294%$1.9M$2.6M+$688.6K2026-11-03
Leibman Financial Services, Inc.
INCREASED9,6323,174+6,458+203%$2.4M$2.6M+$128.2K2026-10-13
Kestra Investment Management, LLC
INCREASED9,6202,026+7,594+375%$1.5M$2.5M+$1.0M2026-11-04
World Equity Group, Inc.
INCREASED9,5852,634+6,951+264%$2.0M$2.5M+$501.0K2026-10-14
Howland Capital Management LLC
INCREASED9,5642,609+6,955+267%$2.0M$2.5M+$541.0K2026-10-22
Aire Advisors, LLC
INCREASED9,5092,628+6,881+262%$2.0M$2.5M+$511.8K2026-10-22
Triglav Investments, D.O.O.
NEW9,480—+9,480——$2.5M—2026-11-06
Capital Investment Counsel, Inc
INCREASED9,4682,507+6,961+278%$1.9M$2.5M+$593.5K2026-10-20
Tandem Capital Management Corp
INCREASED9,4202,742+6,678+244%$2.1M$2.5M+$401.4K2026-10-22
Krilogy Financial LLC
INCREASED9,4022,212+7,190+325%$1.7M$2.5M+$784.8K2026-10-13
Cigna Investments Inc
INCREASED9,3732,375+6,998+295%$1.8K$2.5M+$2.5M2026-10-19
Provident Living Financial Services, Inc.
INCREASED9,3392,351+6,988+297%$1.8M$2.3M+$544.6K2026-11-03
Cookson Peirce & Co Inc
INCREASED9,3141,793+7,521+419%$1.4M$2.5M+$1.1M2026-10-30
Centerpoint Advisory Group
INCREASED9,3072,323+6,984+301%$1.8M$2.5M+$691.3K2026-10-23
NTV Asset Management LLC
INCREASED9,2572,143+7,114+332%$1.6M$2.5M+$815.2K2026-10-23
Bochk Asset Management Ltd
INCREASED9,2504,050+5,200+128%$3.1M$2.4M-$641.8K2026-10-29
Valley Brook Capital Group, Inc.
INCREASED9,1802,290+6,890+301%$1.7M$2.4M+$682.8K2026-10-26
Beacon Investment Advisory Services, Inc.
INCREASED9,1352,249+6,886+306%$1.7M$2.4M+$702.2K2026-10-13
Mindset Wealth Management, LLC
INCREASED9,1232,303+6,820+296%$1.8M$2.4M+$657.8K2026-10-19
True Private Wealth Advisors
INCREASED9,105978+8,127+831%$746.7K$2.4M+$1.7M2026-10-19
Elevation Wealth Management LLC
INCREASED9,0812,296+6,785+296%$1.8M$2.4M+$652.0K2026-11-02
Segment Wealth Management, LLC
INCREASED9,0762,269+6,807+300%$1.7M$2.4M+$671.3K2026-10-26
Crumly & Associates Inc.
INCREASED9,0592,406+6,653+277%$1.8M$2.4M+$562.3K2026-10-07
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED9,0322,415+6,617+274%$1.8M$2.4M+$548.2K2026-10-27
Courier Capital LLC
INCREASED9,0302,303+6,727+292%$1.8M$2.4M+$633.2K2026-10-19
Pines Wealth Management, LLC
INCREASED8,9992,328+6,671+287%$1.8M$2.4M+$605.9K2026-10-21
Level Four Advisory Services, LLC
INCREASED8,9892,330+6,659+286%$1.8M$2.4M+$601.7K2026-11-06
Retireful, LLC
INCREASED8,9461,937+7,009+362%$1.5M$2.4M+$890.3K2026-10-09
Jefferies Financial Group Inc.
INCREASED8,8771,284+7,593+591%$980.4K$2.4M+$1.4M2026-11-05
Lanark Financial, Inc.
INCREASED8,7942,166+6,628+306%$1.7M$2.3M+$675.3K2026-10-26
Redwood Financial Network Corp
INCREASED8,7162,193+6,523+297%$1.7M$2.3M+$634.0K2026-11-03
Martin Capital Advisors, LLP
INCREASED8,6902,165+6,525+301%$1.7M$2.3M+$648.5K2026-10-15
Pacific Wealth Strategies Group, Inc.
INCREASED8,6412,756+5,885+214%$2.1M$2.3M+$184.5K2026-11-02
Congress Park Capital LLC
INCREASED8,6052,450+6,155+251%$1.9M$2.3M+$408.5K2026-10-13
Waterway Wealth Management, LLC
INCREASED8,4682,103+6,365+303%$1.6M$2.2M+$637.0K2026-10-28
FFG Partners, LLC
NEW8,420—+8,420——$2.2M—2026-10-15
QTR Family Wealth, LLC
INCREASED8,3462,491+5,855+235%$1.9M$2.2M+$308.4K2026-11-02
Institute for Wealth Management, Llc.
INCREASED8,3112,047+6,264+306%$1.6M$2.2M+$638.3K2026-11-06
Stone Wealth Partners
NEW8,236—+8,236——$2.2M—2026-11-05
Kesler, Norman & Wride, LLC
INCREASED8,1471,622+6,525+402%$1.2M$2.2M+$919.2K2026-11-06
PFG Advisors
INCREASED8,1171,964+6,153+313%$1.5M$2.1M+$650.2K2026-10-16
Finivi Inc.
NEW8,079—+8,079——$2.1M—2026-10-13
Impact Capital Partners LLC
INCREASED8,0121,994+6,018+302%$1.5M$2.1M+$599.5K2026-10-22
Absolute Capital Management, LLC
NEW8,004—+8,004——$2.1M—2026-10-16
OceanIQ Capital, LLC
INCREASED7,9846,830+1,154+17%$1.5M$2.1M+$569.9K2026-10-19
Aprio Wealth Management, LLC
INCREASED7,9291,946+5,983+307%$1.5M$2.1M+$613.7K2026-10-28
Tobam
INCREASED7,9211,076+6,845+636%$821$2.1M+$2.1M2026-11-03
Argyle Capital Partners, LLC
INCREASED7,8682,083+5,785+278%$1.6M$2.1M+$493.4K2026-10-23
Fire Capital Management LLC
INCREASED7,8551,775+6,080+343%$1.4M$2.1M+$725.0K2026-10-27
StoneX Group Inc.
INCREASED7,8344,237+3,597+85%$3.1M$2.1M-$977.0K2026-11-03
Rhodes Investment Advisors Inc
INCREASED7,8332,022+5,811+287%$1.5M$2.1M+$530.7K2026-10-07
AdvisorNet Financial, Inc
INCREASED7,8321,841+5,991+325%$1.4M$2.0M+$547.5K2026-10-15
TBH Global Asset Management, LLC
INCREASED7,8251,969+5,856+297%$1.5M$2.1M+$568.7K2026-11-03
Avantax Planning Partners, Inc.
INCREASED7,7892,427+5,362+221%$1.9M$2.1M+$210.4K2026-11-03
Wolff Wiese Magana LLC
INCREASED7,7181,974+5,744+291%$1.5M$2.0M+$536.9K2026-10-15
Williams Jones Wealth Management, Llc.
INCREASED7,6501,800+5,850+325%$1.4M$2.0M+$651.7K2026-11-05
United Advisor Group, LLC
INCREASED7,6181,805+5,813+322%$1.4M$2.0M+$639.4K2026-11-03
Premier Path Wealth Partners, LLC
INCREASED7,5751,942+5,633+290%$1.5M$2.0M+$523.5K2026-10-16
Compass Financial Management LLC
INCREASED7,4892,688+4,801+179%$1.2M$2.0M+$805.1K2026-10-30
Parcion Private Wealth LLC
INCREASED7,4361,869+5,567+298%$1.4M$2.0M+$542.4K2026-10-28
LeConte Wealth Management, LLC
INCREASED7,4321,701+5,731+337%$1.3M$2.0M+$669.5K2026-10-20
Catalyst Financial Partners LLC
INCREASED7,4161,616+5,800+359%$1.2M$2.0M+$730.2K2026-11-06
Formidable Asset Management, LLC
INCREASED7,3797,357+22+0%$2.9M$5.6M+$2.8M2026-11-03
Golden State Wealth Management, LLC
INCREASED7,3191,786+5,533+310%$1.4M$1.9M+$574.7K2026-11-02
Birchbrook, Inc.
INCREASED7,3181,821+5,497+302%$1.4M$1.9M+$547.8K2026-10-14
Hamilton Lane Advisors LLC
NEW7,305—+7,305——$1.9M—2026-10-21
Alta Advisers Ltd
INCREASED7,294958+6,336+661%$731.1K$1.9M+$1.2M2026-11-02
Alessandra Capital Management, LLC
INCREASED7,2792,367+4,912+208%$1.8M$1.9M+$120.8K2026-10-30
Evansbrook LLC
INCREASED7,2691,826+5,443+298%$1.4M$1.9M+$531.0K2026-10-16
Mather Group, Llc.
INCREASED7,2341,588+5,646+356%$1.2M$1.9M+$703.7K2026-10-14
Angeles Wealth Management, LLC
INCREASED7,1981,904+5,294+278%$1.5M$1.9M+$452.7K2026-10-26
Vima LLC
INCREASED7,1571,809+5,348+296%$1.4M$1.9M+$514.3K2026-10-23
DeDora Capital, Inc.
INCREASED7,1141,765+5,349+303%$1.3M$1.9M+$536.4K2026-10-26
626 Financial, LLC
INCREASED7,0521,791+5,261+294%$1.4M$1.9M+$500.2K2026-11-04
Knuff & Co LLC
INCREASED7,0251,056+5,969+565%$805.9K$1.9M+$1.1M2026-11-06
Moody National Bank Trust Division
INCREASED7,0252,327+4,698+202%$1.8M$1.9M+$84.0K2026-10-06
Fulcrum Asset Management LLP
NEW7,007—+7,007——$1.8M—2026-11-04
Teamwork Financial Advisors, LLC
INCREASED7,0043,449+3,555+103%$2.6M$1.9M-$777.8K2026-10-19
Vann Equity Management LLC
INCREASED6,9991,755+5,244+299%$1.3M$1.9M+$513.7K2026-10-08
Commonwealth Financial Services, LLC
INCREASED6,8611,774+5,087+287%$1.4M$1.8M+$462.6K2026-10-20
Money Concepts Capital Corp
INCREASED6,8591,643+5,216+317%$1.3M$1.8M+$562.1K2026-11-06
Keudell ison Wealth Management
INCREASED6,8061,761+5,045+286%$1.3M$1.8M+$458.0K2026-10-16
WoodTrust Financial Corp
INCREASED6,7921,698+5,094+300%$1.3K$1.8M+$1.8M2026-10-09
Northeast Investment Management
INCREASED6,7801,695+5,085+300%$1.3M$1.8M+$501.5K2026-10-30
Security National Bank
INCREASED6,7691,838+4,931+268%$1.4M$1.8M+$389.4K2026-10-26
Independence Bank of Kentucky
INCREASED6,7171,863+4,854+261%$1.4M$1.8M+$356.6K2026-10-26
Calamos Wealth Management LLC
INCREASED6,7061,674+5,032+301%$1.3M$1.8M+$497.9K2026-11-02
Radnor Capital Management, LLC
INCREASED6,6581,662+4,996+301%$1.3M$1.8M+$494.4K2026-10-23
Cap Partners, LLC
INCREASED6,6421,729+4,913+284%$1.3M$1.8M+$439.0K2026-10-19
USA Financial Formulas
NEW6,487—+6,487——$1.7M—2026-10-16
Bell Bank
INCREASED6,4761,578+4,898+310%$1.2M$1.7M+$510.3K2026-10-21
Lederer & Associates Investment Counsel
INCREASED6,4632,176+4,287+197%$1.7K$1.7M+$1.7M2026-10-23
Supplemental Annuity Collective Trust of NJ
INCREASED6,4431,633+4,810+295%$1.2M$1.7M+$459.6K2026-11-02
GAM Holding AG
INCREASED6,4212,227+4,194+188%$1.7M$1.7M+$4472026-11-03
MBL Wealth, LLC
INCREASED6,4041,379+5,025+364%$1.1M$1.7M+$643.1K2026-10-22
Goelzer Investment Management, Inc.
INCREASED6,3971,605+4,792+299%$1.2M$1.7M+$468.8K2026-10-16
Global Financial Private Client, LLC
INCREASED6,3671,491+4,876+327%$1.1M$1.7M+$547.8K2026-10-15
Falcon Wealth Planning
INCREASED6,313337+5,976+1773%$257.2K$1.7M+$1.4M2026-11-06
Emergent Wealth Advisors, LLC
INCREASED6,2881,579+4,709+298%$1.2M$1.7M+$459.7K2026-10-09
Traphagen Investment Advisors LLC
INCREASED6,2501,285+4,965+386%$981.0K$1.7M+$673.7K2026-10-14
Brick & Kyle, Associates
INCREASED6,2401,560+4,680+300%$609.0K$1.7M+$1.0M2026-11-05
Investment Management Corp
INCREASED6,2261,512+4,714+312%$1.2M$1.6M+$494.6K2026-11-03
HBK Sorce Advisory LLC
DECREASED6,2266,299-73-1%$1.3M$1.4M+$30.5K2026-11-06
Clear Wave Wealth Management LLC
INCREASED6,2001,299+4,901+377%$991.3K$1.6M+$650.1K2026-11-04
Variant Private Wealth, LLC
INCREASED6,1801,545+4,635+300%$1.2M$1.6M+$457.1K2026-10-21
Key Client Fiduciary Advisors, LLC
INCREASED6,1521,513+4,639+307%$1.2M$1.6M+$474.1K2026-10-19
Regions Financial Corp
INCREASED6,1451,145+5,000+437%$873.8K$1.6M+$753.1K2026-11-05
City State Bank
INCREASED6,0861,496+4,590+307%$1.1M$1.6M+$469.6K2026-10-20
Overbrook Management Corp
INCREASED6,0382,982+3,056+102%$2.3M$1.6M-$677.1K2026-10-08
Galvin, Gaustad & Stein, LLC
INCREASED5,9871,421+4,566+321%$1.1M$1.6M+$501.1K2026-10-08
MCF Advisors LLC
INCREASED5,9601,488+4,472+301%$1.1M$1.6M+$442.4K2026-10-28
CX Institutional
INCREASED5,9151,309+4,606+352%$999$1.6K+$5672026-10-02
Jm2 Capital Inc.
INCREASED5,9121,448+4,464+308%$1.1M$1.6M+$460.2K2026-10-14
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED5,8681,467+4,401+300%$1.1M$1.6M+$434.0K2026-10-16
Kercheville Advisors, LLC
INCREASED5,864360+5,504+1529%$274.7K$1.6M+$1.3M2026-10-19
Kohmann Bosshard Financial Services, LLC
INCREASED5,8421,545+4,297+278%$1.2M$1.5M+$367.7K2026-11-04
Simon Quick Advisors, LLC
INCREASED5,812760+5,052+665%$580.0K$1.5M+$958.7K2026-10-26
Inscription Capital, LLC
INCREASED5,8071,670+4,137+248%$1.3M$1.5M+$263.0K2026-11-02
Chicago Trust Co NA
INCREASED5,7951,617+4,178+258%$1.2M$1.5M+$300.2K2026-10-28
Crown Wealth Group, LLC
INCREASED5,7771,524+4,253+279%$1.2M$1.5M+$366.4K2026-10-19
Willner & Heller, LLC
INCREASED5,7661,605+4,161+259%$1.2M$1.5M+$301.7K2026-10-28
Advisory Solutions Group, LLC
NEW5,696—+5,696——$1.5M—2026-10-14
First Community Trust NA
INCREASED5,6281,407+4,221+300%$1.1M$1.5M+$416.3K2026-10-07
Cherry Creek Investment Advisors, Inc.
INCREASED5,6231,469+4,154+283%$1.1M$1.5M+$367.6K2026-10-14
GraniteShares Advisors LLC
INCREASED5,6011,602+3,999+250%$1.2M$1.5M+$260.3K2026-10-29
Old National Bancorp
INCREASED5,5371,201+4,336+361%$916.5K$1.5M+$549.4K2026-10-20
Flagship Wealth Advisors, LLC
INCREASED5,5151,423+4,092+288%$1.1M$1.5M+$374.1K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED5,4941,028+4,466+434%$784.3K$1.5M+$670.5K2026-10-14
Evanson Financial, LLC
INCREASED5,4881,372+4,116+300%$1.0M$1.5M+$406.0K2026-10-23
Asset Dedication, LLC
INCREASED5,4121,360+4,052+298%$1.0M$1.4M+$395.0K2026-11-03
South Shore Capital Advisors
INCREASED5,3951,367+4,028+295%$1.0M$1.4M+$385.1K2026-10-20
Apella Capital, LLC
INCREASED5,3934,320+1,073+25%$840.8K$1.4M+$590.8K2026-10-08
Cassaday & Co Wealth Management LLC
INCREASED5,3761,324+4,052+306%$1.0M$1.4M+$412.9K2026-10-27
Fortress Financial Solutions, LLC
NEW5,374—+5,374——$1.4M—2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED5,3701,367+4,003+293%$1.0M$1.4M+$378.5K2026-10-08
Trueblood Wealth Management, LLC
INCREASED5,3691,390+3,979+286%$1.1M$1.4M+$360.7K2026-10-23
Aspetuck Financial Management LLC
INCREASED5,3351,277+4,058+318%$974.5K$1.4M+$437.9K2026-11-04
IVC Wealth Advisors LLC
INCREASED5,3301,387+3,943+284%$1.1M$1.4M+$352.6K2026-10-23
Mascagni Wealth Management, Inc.
INCREASED5,3191,326+3,993+301%$1.0M$1.4M+$396.3K2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED5,3041,317+3,987+303%$1.0M$1.4M+$398.9K2026-10-16
Roman Butler Fullerton & Co
INCREASED5,2555,007+248+5%$940.9K$1.2M+$257.9K2026-10-27
Fairscale Capital, LLC
INCREASED5,2521,311+3,941+301%$1.0M$1.3M+$314.8K2026-11-04
Strategic Blueprint, LLC
INCREASED5,2501,080+4,170+386%$823.9K$1.4M+$566.1K2026-10-22
Wilmington Savings Fund Society, FSB
INCREASED5,2421,227+4,015+327%$936.4K$1.4M+$451.4K2026-10-23
Asset One Wealth Management LLC
INCREASED5,2424,521+721+16%$934.8K$1.4M+$453.0K2026-11-02
Advisor OS, LLC
INCREASED5,2221,497+3,725+249%$1.1M$1.4M+$240.1K2026-11-03
Clearwave Capital, LLC
INCREASED5,2081,302+3,906+300%$993.6K$1.4M+$385.2K2026-10-27
Shum Financial Group, Inc.
INCREASED5,2011,253+3,948+315%$956.2K$1.4M+$420.8K2026-10-13
TigerOak Management, L.L.C.
INCREASED5,1871,233+3,954+321%$941.0K$1.4M+$432.3K2026-10-23
Glenview Trust Co
INCREASED5,1841,226+3,958+323%$935.6K$1.4M+$436.9K2026-10-28
Millennium Capital Advisors, LLC
INCREASED5,1681,242+3,926+316%$947.8K$1.4M+$420.4K2026-10-16
Compagnie Lombard Odier SCmA
INCREASED5,1502,345+2,805+120%$1.8M$1.4M-$426.1K2026-11-04
Fusion Capital, LLC
INCREASED5,1241,287+3,837+298%$982.2K$1.4M+$374.4K2026-10-28
Orrstown Financial Services Inc
INCREASED5,1161,284+3,832+298%$979.9K$1.4M+$374.6K2026-10-14
Welch & Forbes LLC
INCREASED5,1161,399+3,717+266%$1.1M$1.4M+$286.8K2026-11-04
Trilogy Capital Inc.
INCREASED5,1151,332+3,783+284%$1.0M$1.4M+$337.7K2026-10-20
Triumph Capital Management
INCREASED5,0161,319+3,697+280%$1.0M$1.3M+$321.5K2026-10-14
Smith Salley Wealth Management
INCREASED5,0151,220+3,795+311%$930.8K$1.3M+$396.9K2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED5,0121,036+3,976+384%$790.6K$1.3M+$536.3K2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED5,0061,035+3,971+384%$789.9K$1.3M+$535.6K2026-10-16
Great Lakes Advisors, LLC
INCREASED4,987948+4,039+426%$723.5K$1.3M+$596.9K2026-11-06
Independent Investors Inc
INCREASED4,9801,245+3,735+300%$950.1K$1.3M+$368.3K2026-10-30
High Net Worth Advisory Group LLC
INCREASED4,9751,250+3,725+298%$238.5K$1.3M+$1.1M2026-10-26
First Affirmative Financial Network
NEW4,971—+4,971——$1.3M—2026-10-21
Curbstone Financial Management Corp
INCREASED4,9621,278+3,684+288%$975.3K$1.3M+$338.4K2026-10-21
Richards, Merrill & Peterson, Inc.
INCREASED4,9181,257+3,661+291%$959.3K$1.3M+$342.8K2026-10-19
Rothwell Investment Advisors, LLC
NEW4,912—+4,912——$1.3M—2026-11-06
Personal CFO Solutions, LLC
INCREASED4,9101,625+3,285+202%$1.2M$1.3M+$59.8K2026-11-06
KCM Investment Advisors LLC
INCREASED4,8891,208+3,681+305%$921.9K$1.3M+$372.5K2026-10-27
Wealth Dimensions Group, Ltd.
INCREASED4,8851,210+3,675+304%$923.4K$1.3M+$369.9K2026-11-02
Guardian Asset Advisors, LLC
INCREASED4,8551,226+3,629+296%$935.6K$1.3M+$349.8K2026-10-16
Insight Advisors, LLC/ PA
INCREASED4,8401,276+3,564+279%$973.8K$1.3M+$307.6K2026-10-22
Howard Financial Services, Ltd.
INCREASED4,8351,023+3,812+373%$780.7K$1.3M+$499.4K2026-10-15
Jacobi Capital Management LLC
INCREASED4,8351,212+3,623+299%$924.9K$1.3M+$355.1K2026-11-05
Wright Investors Service Inc
INCREASED4,8261,821+3,005+165%$1.4M$1.3M-$112.0K2026-11-02
SeaBridge Investment Advisors LLC
INCREASED4,8081,200+3,608+301%$915.8K$1.3M+$357.2K2026-11-02
Clarity Wealth Advisors, LLC
INCREASED4,7961,199+3,597+300%$915.0K$1.3M+$354.7K2026-10-21
Greg Jennings, LLC
NEW4,785—+4,785——$1.3M—2026-10-19
TD Private Client Wealth LLC
INCREASED4,780526+4,254+809%$401.4K$1.3M+$864.1K2026-10-28
Guidance Capital, Inc
DECREASED4,7624,781-190%$974.2K$1.2M+$177.3K2026-11-03
Provenance Wealth Advisors, LLC
INCREASED4,704205+4,499+2195%$156.4K$1.2M+$1.1M2026-10-30
Philip James Wealth Mangement, LLC
INCREASED4,6651,270+3,395+267%$969.2K$1.2M+$265.9K2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED4,6451,063+3,582+337%$811.2K$1.2M+$418.5K2026-10-13
Symphony Financial, Ltd. Co.
INCREASED4,6191,153+3,466+301%$860.1K$1.2M+$368.3K2026-10-22
Atala Financial Inc
INCREASED4,6151,166+3,449+296%$889.8K$1.2M+$332.0K2026-10-22
Global Trust Asset Management, LLC
INCREASED4,6011,249+3,352+268%$953.5K$1.2M+$264.7K2026-10-19
Romano Brothers and Company
INCREASED4,6001,150+3,450+300%$877.6K$1.2M+$340.2K2026-10-22
Avity Investment Management Inc.
INCREASED4,6001,150+3,450+300%$877.6K$1.2M+$340.2K2026-10-09
Csenge Advisory Group
INCREASED4,5491,233+3,316+269%$941.1K$1.2M+$263.3K2026-11-04
Ulland Investment Advisors, LLC
INCREASED4,5401,055+3,485+330%$805$1.2M+$1.2M2026-10-13
Fjell Capital, LLC
INCREASED4,532914+3,618+396%$697.5K$1.2M+$502.3K2026-10-13
Trust Co of Vermont
INCREASED4,5041,088+3,416+314%$830.3K$1.2M+$362.1K2026-10-21
Davidson Kahn Capital Management, LLC
INCREASED4,5001,125+3,375+300%$858.5K$1.2M+$332.8K2026-10-26
GFS Advisors, LLC
INCREASED4,473161+4,312+2678%$293.8K$1.2M+$890.2K2026-11-03
Burney Co/
INCREASED4,4541,847+2,607+141%$1.4M$1.2M-$230.4K2026-10-15
Seros Financial, LLC
INCREASED4,4531,117+3,336+299%$852.4K$1.2M+$326.5K2026-10-21
Conning Inc.
INCREASED4,4501,120+3,330+297%$854.7K$1.2M+$323.4K2026-10-27
Arlington Trust Co LLC
INCREASED4,448222+4,226+1904%$169.4K$1.2M+$1.0M2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED4,4211,195+3,226+270%$912.0K$1.2M+$258.5K2026-10-26
HBW Advisory Services LLC
INCREASED4,4171,011+3,406+337%$771.9K$1.2M+$397.6K2026-10-15
Green Ridge Wealth Planning LLC
INCREASED4,4041,115+3,289+295%$850.9K$1.2M+$315.1K2026-10-08
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED4,4001,400+3,000+214%$1.1M$1.2M+$96.5K2026-11-04
Wealth Effects LLC
INCREASED4,394946+3,448+364%$721.9K$1.2M+$441.4K2026-10-23
Cove Private Wealth, LLC
INCREASED4,3921,073+3,319+309%$818.8K$1.2M+$343.9K2026-10-28
Root Financial Partners, LLC
INCREASED4,386570+3,816+669%$435.0K$1.2M+$726.2K2026-10-21
Blue Trust, Inc.
INCREASED4,3581,299+3,059+235%$991.3K$1.2M+$162.4K2026-10-15
Paladin Wealth, LLC
INCREASED4,3531,135+3,218+284%$866.2K$1.2M+$286.3K2026-10-23
Westover Capital Advisors, LLC
INCREASED4,3531,217+3,136+258%$928.7K$1.2M+$223.7K2026-10-26
StrongBox Wealth, LLC
INCREASED4,351792+3,559+449%$604.4K$1.2M+$547.6K2026-11-02
Clark Financial Services Group Inc
INCREASED4,346991+3,355+339%$756.3K$1.2M+$394.3K2026-10-19
Morling Financial Advisors, LLC
INCREASED4,3441,086+3,258+300%$828.8K$1.2M+$321.3K2026-10-28
Ballast, Inc.
INCREASED4,3444,200+144+3%$801.3K$1.2M+$348.8K2026-10-20
Central Pacific Bank - Trust Division
INCREASED4,340202+4,138+2049%$154.2K$1.1M+$994.9K2026-10-06
Quadrant Private Wealth Management, LLC
INCREASED4,336749+3,587+479%$571.6K$1.1M+$576.2K2026-11-04
Spear Advisors LLC
INCREASED4,3361,051+3,285+313%$802.1K$1.1M+$345.9K2026-10-27
Formuepleje A/S
INCREASED4,3001,761+2,539+144%$1.3M$1.1M-$205.5K2026-10-15
Almanack Investment Partners, Llc.
INCREASED4,294970+3,324+343%$740.2K$1.1M+$396.6K2026-11-03
Parkside Financial Bank & Trust
INCREASED4,2801,138+3,142+276%$868.5K$1.1M+$264.7K2026-10-27
Inspirion Wealth Advisors, LLC
INCREASED4,2641,216+3,048+251%$939.7K$1.1M+$189.2K2026-10-09
Kathmere Capital Management, LLC
INCREASED4,2521,076+3,176+295%$821.1K$1.1M+$304.6K2026-10-20
Baron Wealth Management LLC
INCREASED4,2491,035+3,214+311%$789.9K$1.1M+$335.1K2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED4,223338+3,885+1149%$257.6K$1.1M+$860.3K2026-10-14
Sound Income Strategies, LLC
INCREASED4,2201,088+3,132+288%$830.6K$1.1M+$279.2K2026-10-09
Sunpointe, LLC
INCREASED4,2161,192+3,024+254%$909.7K$1.1M+$206.5K2026-10-22
Murphy & Mullick Capital Management Corp
INCREASED4,2131,072+3,141+293%$818.1K$1.1M+$297.3K2026-11-02
Goldenstone Wealth Management LLC
INCREASED4,1971,044+3,153+302%$796.5K$1.1M+$314.6K2026-11-04
Quantum Financial Partners LLC
INCREASED4,1881,023+3,165+309%$780.7K$1.1M+$328.1K2026-10-19
Visionary Wealth Advisors
INCREASED4,1842,372+1,812+76%$1.8M$1.1M-$702.5K2026-11-04
Intrua Financial, LLC
INCREASED4,1681,049+3,119+297%$200.1K$1.1M+$903.3K2026-10-28
Jeppson Wealth Management, LLC
INCREASED4,1661,051+3,115+296%$802.1K$1.1M+$300.9K2026-10-20
Signature Equity Partners, LLC
INCREASED4,118732+3,386+463%$558.6K$1.1M+$531.6K2026-10-29
Moneco Advisors, LLC
INCREASED4,100749+3,351+447%$571.6K$1.1M+$513.9K2026-11-05
Sanders Morris Harris LLC
NEW4,080—+4,080——$1.1M—2026-10-14
Meridian Financial Advisors, LLC
INCREASED4,068978+3,090+316%$746.4K$1.1M+$330.7K2026-10-14
Facet Wealth, Inc.
INCREASED4,054763+3,291+431%$582.3K$1.1M+$491.0K2026-11-04
Joseph P. Lucia & Associates, LLC
INCREASED4,043917+3,126+341%$699.8K$1.1M+$370.6K2026-10-30
NovaPoint Capital, LLC
INCREASED4,018992+3,026+305%$757.0K$1.1M+$306.7K2026-10-22
SS&H Financial Advisors, Inc.
INCREASED4,0001,000+3,000+300%$763$1.1M+$1.1M2026-10-28
Compass Wealth Management, LLC
INCREASED4,0001,000+3,000+300%$763.1K$1.1M+$295.9K2026-10-30
Hourglass Capital, LLC
INCREASED4,0001,000+3,000+300%$763.1K$1.1M+$295.9K2026-10-26
Canton Hathaway, LLC
INCREASED4,0001,000+3,000+300%$763.1K$1.1M+$295.9K2026-10-23
EdgeRock Capital LLC
INCREASED3,9961,225+2,771+226%$934.8K$1.1M+$123.1K2026-11-03
Gryphon Financial Partners LLC
INCREASED3,992956+3,036+318%$729.4K$1.1M+$327.5K2026-11-04
Diligent Investors, LLC
INCREASED3,9701,080+2,890+268%$824.2K$1.1M+$226.9K2026-10-21
Essex LLC
INCREASED3,9441,041+2,903+279%$794.4K$1.0M+$249.7K2026-10-14
Westhampton Capital, LLC
INCREASED3,941979+2,962+303%$747.1K$1.0M+$296.3K2026-10-30
Aljian Capital Management, LLC
INCREASED3,930900+3,030+337%$686.8K$1.0M+$353.6K2026-10-28
Trust Point Inc.
INCREASED3,9291,172+2,757+235%$894.4K$1.0M+$145.8K2026-10-27
Argos Wealth Advisors, LLC
INCREASED3,9271,353+2,574+190%$1.0M$1.0M+$7.1K2026-11-02
J. Team Financial, Inc.
INCREASED3,9261,083+2,843+263%$826.9K$1.0M+$212.5K2026-11-03
IFC & Insurance Marketing, Inc.
INCREASED3,913942+2,971+315%$718.9K$1.0M+$317.1K2026-10-16
Livforsakringsbolaget Skandia, Omsesidigt
INCREASED3,9121,638+2,274+139%$1.2M$1.0M-$212.9K2026-10-21
Three Seasons Wealth, LLC
NEW3,911—+3,911——$1.0M—2026-11-03
Carlson Financial, Inc.
INCREASED3,902983+2,919+297%$750.2K$1.0M+$282.9K2026-11-05
Focused Wealth Management, Inc
INCREASED3,901962+2,939+306%$734.1K$1.0M+$298.7K2026-10-30
Aafmaa Wealth Management & Trust LLC
INCREASED3,847899+2,948+328%$686.1K$1.0M+$332.4K2026-10-14
Stableford Capital II LLC
INCREASED3,837960+2,877+300%$732.6K$1.0M+$283.2K2026-10-09
Bryn Mawr Trust Advisors, LLC
INCREASED3,822943+2,879+305%$719.9K$1.0M+$291.8K2026-11-04
KPP Advisory Services LLC
INCREASED3,7901,492+2,298+154%$1.1M$1.0M-$135.2K2026-10-26
Prescott Group Capital Management, L.L.C.
INCREASED3,780945+2,835+300%$721.2K$1.0M+$279.6K2026-10-30
Hilltop National Bank
INCREASED3,775886+2,889+326%$676.1K$999.4K+$323.3K2026-10-14
Ashton Thomas Securities, LLC
INCREASED3,766718+3,048+425%$538.8K$997.0K+$458.3K2026-10-26
Versant Capital Management, Inc
INCREASED3,764774+2,990+386%$590.7K$996.5K+$405.8K2026-10-02
Skyline Advisors, Inc.
INCREASED3,756939+2,817+300%$716.6K$994.4K+$277.8K2026-11-03
Sacks & Associates, LLC
DECREASED3,7464,424-678-15%$844.4K$991.8K+$147.4K2026-10-09
Relyea Zuckerberg Hanson LLC
INCREASED3,730931+2,799+301%$710.5K$987.5K+$277.0K2026-10-20
Lodestone Wealth Management LLC
INCREASED3,723973+2,750+283%$742.5K$985.7K+$243.2K2026-10-14
Canopy Partners, LLC
INCREASED3,721860+2,861+333%$656.3K$985.1K+$328.8K2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED3,7141,049+2,665+254%$800.5K$983.3K+$182.7K2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED3,711783+2,928+374%$597.5K$982.5K+$384.9K2026-10-13
Platform Technology Partners
INCREASED3,6951,002+2,693+269%$764.6K$978.2K+$213.6K2026-11-02
Occidental Asset Management, LLC
INCREASED3,658881+2,777+315%$672.6K$968.6K+$295.9K2026-11-05
Avaii Wealth Management, LLC
INCREASED3,650920+2,730+297%$702.1K$985.7K+$283.6K2026-10-09
Covenant Asset Management, LLC
NEW3,648—+3,648——$965.8K—2026-10-14
Goldstein Advisors, LLC
INCREASED3,6401,204+2,436+202%$918.8K$963.7K+$44.9K2026-10-15
Foresight Capital Management Advisors, Inc.
INCREASED3,6331,038+2,595+250%$792.1K$961.8K+$169.7K2026-10-27
MN Wealth Advisors, LLC
INCREASED3,621885+2,736+309%$675.4K$958.7K+$283.3K2026-10-23
Mattern Wealth Management LLC
INCREASED3,621919+2,702+294%$701.3K$958.7K+$257.3K2026-11-04
E&G Advisors, LLC
INCREASED3,616904+2,712+300%$689.9K$957.3K+$267.5K2026-10-13
Retirement Planning Group, LLC
INCREASED3,5931,284+2,309+180%$980.1K$951.3K-$28.8K2026-10-19
LVW Advisors, LLC
INCREASED3,581867+2,714+313%$661.6K$948.1K+$286.4K2026-10-19
SmartHarvest Portfolios, LLC
INCREASED3,5781,054+2,524+239%$804.4K$947.2K+$142.8K2026-10-26
Banque Pictet & CIE SA
INCREASED3,568892+2,676+300%$680.7K$944.6K+$263.9K2026-10-16
First Horizon Corp
INCREASED3,560890+2,670+300%$679.2K$942.5K+$263.3K2026-10-26
Cascade Investment Group, Inc.
INCREASED3,550920+2,630+286%$702.1K$939.9K+$237.8K2026-10-13
Forum Financial Management, LP
INCREASED3,549952+2,597+273%$726.5K$939.6K+$213.1K2026-10-16
LJI Wealth Management, LLC
INCREASED3,533977+2,556+262%$745.6K$935.5K+$189.9K2026-10-28
Lpwm LLC
INCREASED3,516879+2,637+300%$670.8K$930.9K+$260.1K2026-10-20
McAdam, LLC
INCREASED3,4892,026+1,463+72%$1.5M$923.6K-$622.6K2026-10-21
Gibbs Wealth Management
INCREASED3,476721+2,755+382%$550.2K$920.3K+$370.1K2026-10-22
Cahaba Wealth Management, Inc.
INCREASED3,476825+2,651+321%$629.9K$920.2K+$290.3K2026-10-26
Acropolis Investment Management, LLC
INCREASED3,476838+2,638+315%$639.5K$920.3K+$280.8K2026-10-08
Eagle Wealth Advisors LLC
INCREASED3,469823+2,646+322%$628.1K$918.4K+$290.4K2026-10-20
Boltwood Capital Management
INCREASED3,455910+2,545+280%$694.5K$914.7K+$220.3K2026-10-02
Regatta Capital Group, LLC
INCREASED3,442869+2,573+296%$662.9K$911.3K+$248.4K2026-10-23
Childress Capital Advisors, LLC
INCREASED3,426794+2,632+331%$605.6K$907.1K+$301.5K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED3,394707+2,687+380%$539.5K$898.6K+$359.0K2026-10-23
Avior Wealth Management, LLC
INCREASED3,386819+2,567+313%$624.9K$896.4K+$271.6K2026-10-13
Net Worth Advisory Group
INCREASED3,3601,114+2,246+202%$850.0K$893.9K+$43.9K2026-10-20
S-Bank Fund Management Ltd
INCREASED3,351797+2,554+320%$152.1K$887.2K+$735.1K2026-11-06
Integras Partners LLC
INCREASED3,340835+2,505+300%$637.2K$884.3K+$247.0K2026-10-30
Bell Investment Advisors, Inc
INCREASED3,32468+3,256+4788%$51.9K$880.0K+$828.1K2026-10-29
Newman Dignan & Sheerar, Inc.
INCREASED3,322858+2,464+287%$654.8K$879.5K+$224.7K2026-10-21
Hazlett, Burt & Watson, Inc.
INCREASED3,310820+2,490+304%$628$597.3K+$596.7K2026-11-04
New Wave Wealth Advisors LLC
INCREASED3,306879+2,427+276%$670.8K$863.6K+$192.8K2026-10-19
XML Financial, LLC
INCREASED3,301569+2,732+480%$434.2K$873.9K+$439.7K2026-10-29
Lionshead Wealth Management, LLC
INCREASED3,291820+2,471+301%$625.8K$871.3K+$245.5K2026-10-21
Lodestar Private Asset Management LLC
INCREASED3,284821+2,463+300%$626.5K$869.4K+$242.9K2026-10-26
MFG Investments, LLC
NEW3,263—+3,263——$863.9K—2026-10-30
Cromwell Holdings LLC
INCREASED3,260827+2,433+294%$631.1K$863.1K+$232.0K2026-10-28
Swiss RE LTD
INCREASED3,245493+2,752+558%$376.2K$859.1K+$482.9K2026-11-06
Kuhn & Co Investment Counsel
NEW3,212—+3,212——$850.4K—2026-10-29
Enclave Advisors LLC
INCREASED3,208821+2,387+291%$626.5K$849.3K+$222.8K2026-10-14
Total Wealth Planning & Management, Inc.
INCREASED3,182936+2,246+240%$714.3K$842.4K+$128.1K2026-10-23
Schmidt P J Investment Management Inc
INCREASED3,180805+2,375+295%$614.3K$841.9K+$227.6K2026-11-02
MFA Wealth Advisors, LLC
INCREASED3,170556+2,614+470%$424.3K$839.3K+$415.0K2026-10-07
Klingman & Associates, LLC
NEW3,157—+3,157——$835.8K—2026-10-20
Barlow Wealth Partners, LLC
UNCHANGED3,1523,15200%$602.4K$879.0K+$276.6K2026-10-15
Founders Financial Securities LLC
INCREASED3,151957+2,194+229%$730.3K$834.2K+$103.9K2026-10-28
Abel Hall, LLC
INCREASED3,145782+2,363+302%$596.8K$832.6K+$235.9K2026-10-19
Ameliora Wealth Management Ltd.
INCREASED3,140740+2,400+324%$564.7K$831.3K+$266.6K2026-10-23
Triton Wealth Management, Pllc
INCREASED3,1332,956+177+6%$565.0K$771.1K+$206.1K2026-11-04
Income Insurance Ltd
INCREASED3,128782+2,346+300%$596.8K$828.1K+$231.4K2026-10-21
Jeter Robert S II
INCREASED3,1272,044+1,083+53%$382.6K$816.8K+$434.2K2026-10-16
Integrity Advisory Solutions, LLC
INCREASED3,125792+2,333+295%$604.4K$827.5K+$223.1K2026-10-29
Sovran Advisors, LLC
INCREASED3,1122,878+234+8%$523.2K$812.7K+$289.5K2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED3,111793+2,318+292%$605.5K$823.7K+$218.3K2026-10-14
Gilman Hill Asset Management, LLC
INCREASED3,108775+2,333+301%$591.4K$822.8K+$231.4K2026-10-13
Sunbeam Capital Management, LLC
INCREASED3,108801+2,307+288%$611.2K$822.7K+$211.5K2026-11-05
Legacy Advisors, LLC
INCREASED3,099776+2,323+299%$592.2K$820.4K+$228.2K2026-10-19
Coyle Financial Counsel LLC
INCREASED3,097774+2,323+300%$590.7K$819.9K+$229.3K2026-10-28
Cypress Point Wealth Management, LLC
INCREASED3,093758+2,335+308%$578.5K$818.9K+$240.4K2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED3,084745+2,339+314%$568.5K$816.5K+$248.0K2026-10-28
True Freedom Investing, LLC
NEW3,082—+3,082——$816.0K—2026-10-29
RFG - Bristol Wealth Advisors, LLC
INCREASED3,080775+2,305+297%$591.4K$815.4K+$224.0K2026-10-09
Accredited Investors Inc.
INCREASED3,064783+2,281+291%$597.5K$811.2K+$213.7K2026-11-03
Defined Wealth Management, LLC
INCREASED3,054762+2,292+301%$581.5K$808.5K+$227.0K2026-10-19
Fermata Advisors, LLC
INCREASED3,046718+2,328+324%$547.9K$806.4K+$258.5K2026-10-13
Cornerstone Wealth Group, LLC
INCREASED3,043693+2,350+339%$529.0K$805.7K+$276.7K2026-11-02
Sustainable Insight Capital Management, LLC
INCREASED3,028767+2,261+295%$585.3K$801.7K+$216.3K2026-11-06
Moss Adams Wealth Advisors LLC
INCREASED2,993915+2,078+227%$698.3K$792.4K+$94.1K2026-10-28
Tritonpoint Wealth, LLC
INCREASED2,991786+2,205+281%$599.7K$791.9K+$192.2K2026-10-19
DDD Partners, LLC
INCREASED2,971732+2,239+306%$558.6K$786.6K+$228.0K2026-11-02
Equity Wealth Partners, LLC
INCREASED2,966792+2,174+274%$604.4K$785.2K+$180.8K2026-10-26
Narus Financial Partners, LLC
INCREASED2,963721+2,242+311%$550.2K$784.5K+$234.2K2026-10-19
Montag A & Associates Inc
INCREASED2,939592+2,347+396%$451.7K$778.1K+$326.4K2026-10-29
Lee Financial Co
NEW2,932—+2,932——$776.2K—2026-10-16
Foguth Wealth Management, Llc.
DECREASED2,9263,038-112-4%$603.0K$665.3K+$62.3K2026-10-19
Appalachian Capital Management Ltd
INCREASED2,924731+2,193+300%$557.9K$774.1K+$216.3K2026-10-14
Rinkey Investments
INCREASED2,922733+2,189+299%$559.4K$773.6K+$214.2K2026-10-28
Sterling Investment Counsel, LLC
INCREASED2,916689+2,227+323%$525.8K$772.0K+$246.2K2026-10-19
TCV Trust & Wealth Management, Inc.
INCREASED2,916754+2,162+287%$575.4K$772.0K+$196.6K2026-10-16
SeaCrest Wealth Management, LLC
INCREASED2,901672+2,229+332%$512.8K$768.0K+$255.2K2026-10-21
Pictet North America Advisors SA
NEW2,896—+2,896——$766.7K—2026-10-21
Asahi Life Asset Management Co., Ltd.
INCREASED2,890995+1,895+190%$759.3K$765.1K+$5.8K2026-11-06
Apollon Financial, LLC
INCREASED2,888652+2,236+343%$497.6K$764.6K+$267.0K2026-10-23
M Holdings Securities, Inc.
NEW2,885—+2,885——$718—2026-11-03
Ballast Rock Private Wealth LLC
INCREASED2,883721+2,162+300%$550.0K$763.3K+$213.2K2026-10-26
Bria Capital Group, LLC
INCREASED2,875720+2,155+299%$549.5K$761.2K+$211.7K2026-10-22
V-Square Quantitative Management LLC
INCREASED2,874635+2,239+353%$484.6K$760.9K+$276.3K2026-10-15
Schorn Wealth LLC
INCREASED2,856714+2,142+300%$544.9K$756.1K+$211.2K2026-10-14
IronOak Wealth Llc.
NEW2,841—+2,841——$752.2K—2026-11-06
Toth Financial Advisory Corp
INCREASED2,835776+2,059+265%$592.2K$750.6K+$158.4K2026-10-08
BankPlus Wealth Management LLC
INCREASED2,828704+2,124+302%$537.2K$748.5K+$211.3K2026-10-13
Scissortail Wealth Management, LLC
INCREASED2,820661+2,159+327%$504.4K$746.6K+$242.2K2026-11-03
Stonekeep Investments, LLC
INCREASED2,819681+2,138+314%$520$746.4K+$745.9K2026-10-15
Elite Wealth Management, Inc.
INCREASED2,804696+2,108+303%$531.1K$742.4K+$211.2K2026-11-03
Central Bank & Trust Co
INCREASED2,800700+2,100+300%$534.2K$741.3K+$207.1K2026-10-09
Cypress Wealth Services, LLC
INCREASED2,786696+2,090+300%$531.1K$776.9K+$245.8K2026-10-21
Watershed Private Wealth LLC
NEW2,776—+2,776——$734.9K—2026-10-30
Golden Reserve Retirement LLC
NEW2,762—+2,762——$731.2K—2026-11-02
Resonant Capital Advisors, LLC
INCREASED2,753563+2,190+389%$429.6K$728.9K+$299.2K2026-10-15
WealthPLAN Partners, LLC
INCREASED2,736610+2,126+349%$465.5K$724.4K+$258.8K2026-10-15
Heritage Investors Management Corp
INCREASED2,736684+2,052+300%$522$724.0K+$723.5K2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED2,731539+2,192+407%$411.3K$723.0K+$311.7K2026-11-05
American State Bank (Iowa)
INCREASED2,722627+2,095+334%$478.5K$720.7K+$242.2K2026-11-03
Fulton Breakefield Broenniman LLC
INCREASED2,720680+2,040+300%$518.9K$720.1K+$201.2K2026-11-03
First Financial Group Corp
NEW2,711—+2,711——$717.7K—2026-10-22
Oslo Pensjonsforsikring AS
INCREASED2,708564+2,144+380%$430.4K$716.9K+$286.5K2026-10-15
Fourpath Capital Management, LLC
INCREASED2,708758+1,950+257%$578.5K$716.9K+$138.5K2026-10-19
Loudon Investment Management, LLC
INCREASED2,700675+2,025+300%$515.1K$714.8K+$199.7K2026-11-06
Bank of New Hampshire
INCREASED2,699631+2,068+328%$481.5K$714.6K+$233.0K2026-10-06
Anchyra Partners LLC
INCREASED2,689554+2,135+385%$422.8K$711.9K+$289.1K2026-10-13
Portside Wealth Group, LLC
INCREASED2,688690+1,998+290%$526.6K$711.6K+$185.1K2026-10-20
Ignite Planners, LLC
INCREASED2,657506+2,151+425%$385.9K$703.4K+$317.5K2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED2,650659+1,991+302%$502.9K$701.6K+$198.7K2026-10-27
Benchmark Financial Wealth Advisors, LLC
INCREASED2,631515+2,116+411%$392.9K$696.4K+$303.5K2026-10-20
Asset Advisory Group, Inc.
INCREASED2,627648+1,979+305%$494.5K$695.5K+$201.0K2026-10-20
Twelve Points Wealth Management LLC
INCREASED2,614471+2,143+455%$359.4K$654.6K+$295.2K2026-11-03
Annex Advisory Services, LLC
INCREASED2,596704+1,892+269%$537.4K$687.3K+$149.9K2026-10-16
Hartline Investment Corp/
INCREASED2,544486+2,058+423%$370.9K$673.5K+$302.6K2026-10-29
Wesbanco Bank Inc
INCREASED2,5372,004+533+27%$1.5M$671.7K-$857.7K2026-11-04
BLB&B Advisors, LLC
INCREASED2,533640+1,893+296%$488.4K$670.6K+$182.2K2026-10-27
Clark Asset Management, LLC
INCREASED2,528654+1,874+287%$499.1K$669.3K+$170.2K2026-10-19
Vicus Capital
INCREASED2,502594+1,908+321%$453.3K$662.4K+$209.1K2026-11-05
Artemis Wealth Advisors, LLC
NEW2,500—+2,500——$661.9K—2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
NEW2,497—+2,497——$661.1K—2026-10-26
WBI Investments, LLC
INCREASED2,4972,459+38+2%$1.9M$661.1K-$1.2M2026-11-05
Oarsman Capital, Inc.
INCREASED2,496533+1,963+368%$406.8K$660.8K+$254.1K2026-11-05
Grant Private Wealth Management Inc
INCREASED2,492705+1,787+253%$538.0K$659.8K+$121.7K2026-10-19
Sunburst Financial Group, LLC
INCREASED2,473625+1,848+296%$477.0K$654.7K+$177.8K2026-10-09
Key FInancial Inc
INCREASED2,473762+1,711+225%$581.5K$654.7K+$73.2K2026-11-02
Foster Group, Inc.
INCREASED2,460607+1,853+305%$463.2K$651.3K+$188.1K2026-10-13
Quadcap Wealth Management, LLC
INCREASED2,453602+1,851+307%$459.4K$649.4K+$190.0K2026-11-02
HCR Wealth Advisors
INCREASED2,429575+1,854+322%$438.8K$643.1K+$204.3K2026-10-15
Trust Co of Toledo NA
INCREASED2,424591+1,833+310%$451.0K$641.8K+$190.7K2026-10-16
Cedar Point Capital Partners, LLC
INCREASED2,424737+1,687+229%$562.4K$641.8K+$79.3K2026-10-29
Promethium Advisors,llc
INCREASED2,414636+1,778+280%$485.4K$639.1K+$153.8K2026-10-19
Northstar Asset Management Co
UNCHANGED2,4002,40000%$439.9K$574.4K+$134.5K2026-10-22
Clifford Swan Investment Counsel LLC
INCREASED2,389611+1,778+291%$466.3K$632.5K+$166.2K2026-11-05
Arbor Wealth Management Llc\az
INCREASED2,3711,065+1,306+123%$812.7K$627.7K-$185.0K2026-10-20
Saxony Capital Management, LLC
INCREASED2,353575+1,778+309%$438.8K$622.9K+$184.1K2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED2,353583+1,770+304%$444.9K$623.0K+$178.0K2026-10-30
Elite Life Management LLC
INCREASED2,3522,322+30+1%$487.3K$510.9K+$23.6K2026-11-06
WealthBridge Capital Management, LLC
INCREASED2,343571+1,772+310%$435.8K$620.4K+$184.6K2026-10-16
ProVise Management Group, LLC
INCREASED2,340585+1,755+300%$446.4K$619.5K+$173.1K2026-11-06
LexAurum Advisors, LLC
INCREASED2,327564+1,763+313%$430.4K$616.1K+$185.7K2026-10-19
IPG Investment Advisors LLC
NEW2,324—+2,324——$615.3K—2026-10-30
Mandatum Life Insurance Co Ltd
INCREASED2,320506+1,814+359%$386.1K$614.2K+$228.1K2026-11-06
Accurate Wealth Management, LLC
INCREASED2,3171,955+362+19%$365.9K$605.2K+$239.3K2026-10-20
Victrix Investment Advisors
INCREASED2,309573+1,736+303%$437.3K$611.3K+$174.0K2026-10-13
Colonial River Investments, LLC
INCREASED2,307570+1,737+305%$435.0K$610.8K+$175.8K2026-10-19
Rossby Financial, LCC
INCREASED2,306673+1,633+243%$513.6K$610.5K+$96.9K2026-11-05
Nautilus Advisors LLC
DECREASED2,2992,384-85-4%$446.2K$608.7K+$162.4K2026-10-07
3Chopt Investment Partners, LLC
INCREASED2,294475+1,819+383%$362.5K$607.3K+$244.8K2026-10-30
Quad-Cities Investment Group, LLC
INCREASED2,292573+1,719+300%$437.3K$606.8K+$169.5K2026-10-16
Accel Wealth Management
INCREASED2,269568+1,701+299%$433.5K$600.7K+$167.3K2026-10-13
Fragasso Financial Advisors Inc
INCREASED2,258630+1,628+258%$480.8K$621.0K+$140.3K2026-10-13
Zinnia Wealth Advisory, LLC
NEW2,250—+2,250——$595.7K—2026-11-06
Clearwater Capital Advisors, LLC
INCREASED2,248647+1,601+247%$493.8K$595.2K+$101.4K2026-11-06
Northbridge Financial Group, LLC
INCREASED2,240555+1,685+304%$423.5K$624.6K+$201.1K2026-11-05
Fiduciary Family Office, LLC
INCREASED2,239538+1,701+316%$410.6K$592.8K+$182.2K2026-11-04
Correct Capital Wealth Management
INCREASED2,2381,095+1,143+104%$835.4K$592.5K-$242.9K2026-11-02
New England Research & Management, Inc.
NEW2,225—+2,225——$589.1K—2026-10-16
Beacon Financial Group
INCREASED2,216437+1,779+407%$333.5K$586.7K+$253.2K2026-10-19
Van Cleef Asset Management,Inc
INCREASED2,207601+1,606+267%$459.0K$584.4K+$125.4K2026-10-20
May Hill Capital, LLC
INCREASED2,204539+1,665+309%$411.3K$583.5K+$172.2K2026-11-03
Rockland Trust Co
INCREASED2,200539+1,661+308%$411.3K$582.5K+$171.1K2026-10-05
SP Asset Management LLC
INCREASED2,200550+1,650+300%$419.7K$582.5K+$162.7K2026-11-05
Axxion S.A.
INCREASED2,1931,524+669+44%$1.2M$580.6K-$582.4K2026-10-22
Penobscot Investment Management Company, Inc.
NEW2,180—+2,180——$577.2K—2026-10-26
NWF Advisory Services Inc.
INCREASED2,180460+1,720+374%$351.0K$577.2K+$226.1K2026-10-19
Welch Group, LLC
INCREASED2,179600+1,579+263%$457.9K$576.9K+$119.0K2026-10-29
Synergy Asset Management, LLC
NEW2,176—+2,176——$576.1K—2026-11-05
Aware Super Pty Ltd as trustee of Aware Super
NEW2,160—+2,160——$571.9K—2026-10-30
Univest Financial Corp
INCREASED2,158557+1,601+287%$425.1K$571.3K+$146.3K2026-11-05
Embree Financial Group
INCREASED2,134549+1,585+289%$419.0K$565.0K+$146.0K2026-10-22
FSM Wealth Advisors, LLC
INCREASED2,114517+1,597+309%$394.7K$556.0K+$161.3K2026-10-27
Old Peak Finance LLC
INCREASED2,106523+1,583+303%$399.1K$557.6K+$158.4K2026-11-02
IFG Advisors, LLC
INCREASED2,103517+1,586+307%$394.3K$556.8K+$162.5K2026-10-15
SYM Financial Corp
INCREASED2,099477+1,622+340%$364.0K$555.6K+$191.6K2026-10-26
Aries Wealth Management
INCREASED2,094500+1,594+319%$381.6K$554.4K+$172.8K2026-10-23
Abound Wealth Management
INCREASED2,085400+1,685+421%$305.6K$552.0K+$246.4K2026-10-26
Crescent Sterling, Ltd.
INCREASED2,085675+1,410+209%$515.1K$552.0K+$36.9K2026-10-16
Dale Q Rice Investment Management Ltd
INCREASED2,084521+1,563+300%$397.6K$551.7K+$154.1K2026-10-09
Meitav Investment House LTD
INCREASED2,0791,385+694+50%$1.1M$549.9K-$505.7K2026-10-28
Wedge Capital Management L L P
INCREASED2,076519+1,557+300%$396.1K$549.6K+$153.6K2026-10-13
Paradigm, Strategies in Wealth Management, LLC
INCREASED2,073567+1,506+266%$432.7K$548.8K+$116.1K2026-10-16
Jacobsen Capital Management
INCREASED2,067531+1,536+289%$405.2K$547.2K+$142.0K2026-10-27
Winthrop Advisory Group LLC
INCREASED2,060520+1,540+296%$396.8K$545.4K+$148.6K2026-10-22
Traveka Wealth, LLC
INCREASED2,059456+1,603+352%$348.3K$545.2K+$197.0K2026-10-19
Symmetry Partners, LLC
INCREASED2,057285+1,772+622%$217.5K$544.5K+$327.1K2026-10-27
LVZ, Inc.
INCREASED2,056514+1,542+300%$392.3K$544.4K+$152.1K2026-10-20
Legacy Wealth Management, LLC / MS
INCREASED2,044511+1,533+300%$390.0K$541.1K+$151.2K2026-10-30
Endeavor Private Wealth, Inc.
INCREASED2,022475+1,547+326%$362.5K$535.3K+$172.8K2026-11-05
Mission Financial Group, LLC
INCREASED2,014276+1,738+630%$210.5K$533.3K+$322.8K2026-10-21
Harbour Capital Advisors, LLC
UNCHANGED2,0122,01200%$376.6K$532.7K+$156.1K2026-10-13
Leo Wealth, LLC
NEW2,005—+2,005——$530.8K—2026-10-26
Gerald Baker Financial Group LLC
INCREASED2,004501+1,503+300%$382.3K$530.6K+$148.2K2026-10-09
Vision Capital Management, Inc.
INCREASED2,004501+1,503+300%$382.3K$530.6K+$148.2K2026-10-20
First American Bank
INCREASED2,000500+1,500+300%$381.6K$529.5K+$147.9K2026-10-27
Haven Private, LLC
INCREASED2,000500+1,500+300%$381.6K$529.5K+$147.9K2026-10-27
Investment Planning Advisors, Inc.
INCREASED1,997526+1,471+280%$401.3K$528.8K+$127.5K2026-10-14
Marin Bay Wealth Advisors, LLC
INCREASED1,995389+1,606+413%$296.9K$528.2K+$231.3K2026-10-28
Wealth Group, Ltd.
NEW1,988—+1,988——$526.0K—2026-10-30
Atwood & Palmer Inc
INCREASED1,988497+1,491+300%$379.3K$526.3K+$147.0K2026-10-08
Valmark Advisers, Inc.
INCREASED1,988497+1,491+300%$379.3K$526.3K+$147.0K2026-11-06
Naples Global Advisors, LLC
INCREASED1,984501+1,483+296%$382.3K$525.3K+$142.9K2026-11-05
Bahl & Gaynor LLC
INCREASED1,960454+1,506+332%$346.5K$518.9K+$172.4K2026-11-05
SkyOak Wealth, LLC
INCREASED1,9541,177+777+66%$898.2K$517.3K-$380.9K2026-10-28
Tempus Wealth Planning, LLC
INCREASED1,950416+1,534+369%$317.5K$516.3K+$198.8K2026-10-14
Peak Financial Management, Inc.
INCREASED1,944461+1,483+322%$351.8K$514.7K+$162.9K2026-10-16
Themes Management Co LLC
INCREASED1,938632+1,306+207%$482.3K$513.1K+$30.8K2026-10-29
Edgemoor Investment Advisors, Inc.
INCREASED1,933460+1,473+320%$351.0K$511.8K+$160.7K2026-11-03
Spurstone Advisory Services, LLC
INCREASED1,928482+1,446+300%$372.5K$513.0K+$140.6K2026-11-02
Beacon Capital Management, LLC
INCREASED1,923480+1,443+301%$366.1K$509.1K+$143.0K2026-10-23
Members Wealth LLC
INCREASED1,920520+1,400+269%$397.0K$509.6K+$112.6K2026-10-20
Bedel Financial Consulting, Inc.
INCREASED1,918492+1,426+290%$375.5K$507.8K+$132.3K2026-11-06
Evermay Wealth Management LLC
INCREASED1,916369+1,547+419%$281.6K$507.3K+$225.7K2026-11-05
Farmers & Merchants Trust Co of Long Beach
INCREASED1,907495+1,412+285%$377.8K$504.9K+$127.1K2026-10-22
Matauro, LLC
NEW1,902—+1,902——$503.5K—2026-11-03
Cornerstone Planning, LLC
INCREASED1,8991,359+540+40%$1.0M$1.1M+$53.3K2026-10-27
James J. Burns & Company, LLC
INCREASED1,892382+1,510+395%$291.5K$500.9K+$209.4K2026-10-22
Hamilton Point Investment Advisors, LLC
INCREASED1,892473+1,419+300%$361.0K$500.9K+$139.9K2026-11-03
Plancorp, LLC
INCREASED1,8781,577+301+19%$296.3K$470.3K+$174.0K2026-11-03
RAM Investment Partners, LLC
INCREASED1,876452+1,424+315%$344.9K$496.7K+$151.7K2026-10-21
Brandywine OAK Private Wealth LLC
INCREASED1,869501+1,368+273%$382.7K$494.8K+$112.1K2026-10-23
Curated Wealth Partners LLC
NEW1,867—+1,867——$494.3K—2026-10-15
Pinkerton Wealth, LLC
NEW1,863—+1,863——$493.2K—2026-10-29
MV Capital Management, Inc.
INCREASED1,855425+1,430+336%$324.3K$491.1K+$166.8K2026-10-29
Patrick M Sweeney & Associates, Inc
INCREASED1,847466+1,381+296%$355.6K$489.0K+$133.4K2026-10-22
SVB Wealth LLC
INCREASED1,844530+1,314+248%$404.5K$488.3K+$83.8K2026-11-06
Rise Advisors, LLC
INCREASED1,834304+1,530+503%$232.0K$485.6K+$253.6K2026-10-16
Franklin Street Advisors Inc
INCREASED1,820455+1,365+300%$347.2K$481.8K+$134.6K2026-10-13
Werba Rubin Papier Wealth Management
INCREASED1,814324+1,490+460%$247.3K$480.3K+$233.0K2026-11-06
Langley Wealth Management, LLC
INCREASED1,811463+1,348+291%$353.3K$479.5K+$126.1K2026-11-04
Gemmer Asset Management LLC
INCREASED1,811473+1,338+283%$361.0K$479.5K+$118.5K2026-10-16
Fortitude Advisory Group L.L.C.
INCREASED1,801430+1,371+319%$328.2K$476.8K+$148.7K2026-10-15
Chung Wu Investment Group, LLC
NEW1,800—+1,800——$476.6K—2026-11-03
Integral Investment Advisors, Inc.
INCREASED1,800450+1,350+300%$343.4K$476.6K+$133.1K2026-11-03
Private Management Group Inc
INCREASED1,800450+1,350+300%$343.6K$476.6K+$133.0K2026-11-04
Heartwood Wealth Advisors LLC
INCREASED1,798456+1,342+294%$348.0K$476.0K+$128.0K2026-10-05
Keystone Wealth Services, LLC
INCREASED1,789447+1,342+300%$341.1K$470.0K+$128.9K2026-11-03
Cardinal Point Capital Management ULC
INCREASED1,780445+1,335+300%$339.6K$471.3K+$131.7K2026-10-21
Summit Securities Group LLC
NEW1,778—+1,778——$470.7K—2026-11-05
BXM Wealth LLC
INCREASED1,778427+1,351+316%$325.9K$470.7K+$144.9K2026-11-03
Financial Partners Group, Inc
INCREASED1,767541+1,226+227%$412.7K$467.7K+$55.0K2026-10-19
First National Trust Co
INCREASED1,752546+1,206+221%$416.7K$463.8K+$47.2K2026-10-28
Burr Financial Services, LLC
NEW1,748—+1,748——$462.8K—2026-10-08
Paulson Wealth Management Inc.
INCREASED1,740435+1,305+300%$332.0K$460.7K+$128.7K2026-11-02
JGP Wealth Management, LLC
INCREASED1,736407+1,329+327%$310.6K$459.6K+$148.9K2026-10-13
Abacus Wealth Partners, LLC
NEW1,729—+1,729——$457.8K—2026-11-03
Global Assets Advisory, LLC
INCREASED1,728437+1,291+295%$337.4K$471.2K+$133.9K2026-10-28
Essex Bank
INCREASED1,728466+1,262+271%$355.6K$457.5K+$101.9K2026-10-16
JFS Wealth Advisors, LLC
INCREASED1,722431+1,291+300%$328.9K$455.9K+$127.0K2026-11-03
Prosperity Financial Group, Inc.
INCREASED1,719425+1,294+304%$324.3K$455.1K+$130.8K2026-10-29
Reyes Financial Architecture, Inc.
INCREASED1,718447+1,271+284%$341.1K$454.8K+$113.7K2026-10-22
Kavar Capital Partners Group, LLC
INCREASED1,717296+1,421+480%$225.9K$454.6K+$228.7K2026-11-06
55 North Private Wealth, LLC
INCREASED1,717471+1,246+265%$359.4K$454.6K+$95.1K2026-10-20
StoryOne LLC
NEW1,686—+1,686——$446.4K—2026-10-13
Ninety One UK Ltd
NEW1,685—+1,685——$446.1K—2026-10-15
Abundance Wealth Counselors
INCREASED1,683432+1,251+290%$329.7K$445.6K+$115.9K2026-10-26
Spinnaker Investment Group, LLC
INCREASED1,683447+1,236+277%$341.1K$445.6K+$104.5K2026-10-13
Greenspring Advisors, LLC
NEW1,682—+1,682——$445.3K—2026-11-05
Mountain Capital Investment Advisors Inc.
INCREASED1,680454+1,226+270%$346.5K$444.8K+$98.3K2026-11-06
PFW Advisors LLC
INCREASED1,669410+1,259+307%$312.9K$441.9K+$129.0K2026-10-07
Colton Groome Financial Advisors, LLC
INCREASED1,667405+1,262+312%$309.1K$441.4K+$132.4K2026-10-06
Able Financial Group, LLC
INCREASED1,664389+1,275+328%$296.9K$440.5K+$143.7K2026-10-14
Midwest Financial Network, LLC
INCREASED1,653517+1,136+220%$394.5K$437.6K+$43.1K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED1,651426+1,225+288%$325.1K$437.1K+$112.0K2026-10-19
Eddie Patel Inc
INCREASED1,640415+1,225+295%$316.7K$434.2K+$117.5K2026-11-02
Hohimer Wealth Management, LLC
INCREASED1,636412+1,224+297%$314.4K$433.1K+$118.7K2026-11-04
Enterprise Financial Services Corp
INCREASED1,633330+1,303+395%$251.8K$432.3K+$180.5K2026-11-03
Post Resch Tallon Group Inc.
INCREASED1,633422+1,211+287%$322.0K$432.3K+$110.3K2026-10-09
Lebenthal Global Advisors, LLC
INCREASED1,632407+1,225+301%$310.5K$432.1K+$121.5K2026-10-28
Register Financial Advisors LLC
INCREASED1,630404+1,226+303%$308.3K$431.5K+$123.2K2026-10-23
Alpha Family Trust
UNCHANGED1,6301,63000%$1.2M$1.2M$02026-11-04
Warren Street Wealth Advisors, LLC
INCREASED1,628405+1,223+302%$309.1K$431.0K+$121.9K2026-11-04
Whelan Financial
INCREASED1,622379+1,243+328%$289.2K$429.4K+$140.2K2026-10-28
AMG Asset Management Group, Inc.
INCREASED1,6161,107+509+46%$844.8K$427.8K-$417.0K2026-10-21
Pennsylvania Capital Management Inc
INCREASED1,614307+1,307+426%$234.3K$427.3K+$193.0K2026-11-05
International Private Wealth Advisors LLC
INCREASED1,614410+1,204+294%$312.9K$427.3K+$114.4K2026-11-05
Rossmore Private Capital
INCREASED1,612305+1,307+429%$232.8K$426.8K+$194.0K2026-10-27
Reflection Asset Management
INCREASED1,600400+1,200+300%$305.3K$423.6K+$118.3K2026-10-28
Paradigm Asset Management Co LLC
INCREASED1,600400+1,200+300%$305.3K$423.6K+$118.3K2026-11-05
Grove Bank & Trust
INCREASED1,595370+1,225+331%$282.4K$422.3K+$139.9K2026-10-08
ERn Financial, LLC
INCREASED1,589395+1,194+302%$301.4K$420.7K+$119.2K2026-10-28
Clear Harbor Asset Management, LLC
INCREASED1,583397+1,186+299%$303.0K$419.1K+$116.1K2026-11-05
Vanguard Capital Wealth Advisors
NEW1,570—+1,570——$415.7K—2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED1,566373+1,193+320%$284.7K$414.6K+$129.9K2026-11-02
FAI Advisors, Inc.
INCREASED1,565379+1,186+313%$289.2K$414.3K+$125.1K2026-10-27
EPG Wealth Management LLC
INCREASED1,563391+1,172+300%$298.1K$413.7K+$115.6K2026-11-03
Souders Financial Advisors
INCREASED1,562421+1,141+271%$321.3K$413.5K+$92.3K2026-11-03
Legacy Advisory Services, LLC
INCREASED1,561380+1,181+311%$290.0K$413.3K+$123.3K2026-10-20
Financial Advisory Partners, LLC
INCREASED1,560390+1,170+300%$297.6K$413.0K+$115.4K2026-10-23
Seelaus Asset Management LLC
INCREASED1,556409+1,147+280%$312.1K$412.0K+$99.8K2026-10-14
Vista Capital Partners, Inc.
NEW1,554—+1,554——$411.4K—2026-11-06
Weaver Capital Management LLC
NEW1,553—+1,553——$411.2K—2026-10-15
Ariadne Wealth Management, LP
INCREASED1,550386+1,164+302%$294.6K$410.4K+$115.8K2026-11-06
Guild Investment Management, Inc.
INCREASED1,549383+1,166+304%$292.3K$410.1K+$117.8K2026-11-03
Hudock, Inc.
INCREASED1,546543+1,003+185%$414.4K$409.3K-$5.1K2026-10-14
Caldwell Trust Co
INCREASED1,542315+1,227+390%$240.4K$408.2K+$167.9K2026-10-30
Altfest L J & Co Inc
INCREASED1,541468+1,073+229%$357.2K$408.0K+$50.8K2026-10-27
Simplify Asset Management Inc.
NEW1,535—+1,535——$406.4K—2026-10-27
GSG Advisors LLC
INCREASED1,522364+1,158+318%$277.8K$403.0K+$125.2K2026-11-03
Woodstock Corp
INCREASED1,520380+1,140+300%$290.0K$402.4K+$112.4K2026-10-13
Archford Capital Strategies, LLC
NEW1,510—+1,510——$399.8K—2026-10-19
Mendel Money Management
INCREASED1,510394+1,116+283%$300.7K$399.8K+$99.1K2026-11-02
Colorado Capital Management, Inc.
INCREASED1,508377+1,131+300%$288$399.0K+$398.7K2026-10-15
Maia Wealth LLC
INCREASED1,507382+1,125+295%$291.4K$398.9K+$107.6K2026-10-19
Torrey Growth & Income Advisors
INCREASED1,504400+1,104+276%$304.0K$397.1K+$93.0K2026-11-04
Elm3 Financial Group, LLC
INCREASED1,498315+1,183+376%$240.4K$396.6K+$156.2K2026-10-07
Family Investment Center, Inc.
NEW1,496—+1,496——$396.1K—2026-10-19
Centerpoint Advisors, LLC
INCREASED1,49620+1,476+7380%$15$396.0K+$396.0K2026-11-05
D'Orazio & Associates, Inc.
INCREASED1,495356+1,139+320%$271.7K$395.8K+$124.1K2026-11-04
Eagle Wealth Strategies LLC
INCREASED1,493414+1,079+261%$315.9K$395.3K+$79.3K2026-10-20
Guyasuta Investment Advisors Inc
INCREASED1,488372+1,116+300%$283.9K$393.9K+$110.1K2026-10-15
Financial Solutions Advisory Group, Inc.
INCREASED1,4881,480+8+1%$293.6K$338.3K+$44.7K2026-10-28
Obsidian CIO, LLC
INCREASED1,480372+1,108+298%$283.9K$391.8K+$107.9K2026-11-05
Atticus Wealth Management, LLC
NEW1,472—+1,472——$389.7K—2026-10-20
Thrive Wealth Management, LLC
INCREASED1,467374+1,093+292%$285.4K$388.4K+$103.0K2026-10-13
MW Advisory, LLC
NEW1,464—+1,464——$387.6K—2026-10-19
LightSquare Wealth Management, LLC
INCREASED1,464386+1,078+279%$294.6K$387.6K+$93.0K2026-11-03
Stevens Capital Partners
INCREASED1,463467+996+213%$356.1K$387.4K+$31.3K2026-10-29
Worth Asset Management, LLC
INCREASED1,454277+1,177+425%$211.4K$384.9K+$173.6K2026-10-07
Florida Trust Wealth Management Co
INCREASED1,452324+1,128+348%$247.3K$384.4K+$137.2K2026-11-05
Cornell Pochily Investment Advisors, Inc.
INCREASED1,452363+1,089+300%$277.0K$384.4K+$107.4K2026-10-19
Markowski Investments
INCREASED1,452418+1,034+247%$319.0K$384.4K+$65.4K2026-10-30
G&S Capital LLC
INCREASED1,440360+1,080+300%$274.7K$381.2K+$106.5K2026-10-23
Meadow Creek Wealth Advisors LLC
NEW1,435—+1,435——$379.9K—2026-11-02
Heritage Wealth Management, Inc.
INCREASED1,430325+1,105+340%$248.0K$378.6K+$130.6K2026-10-27
River Street Advisors LLC
INCREASED1,430380+1,050+276%$290.0K$378.6K+$88.6K2026-10-22
Purkiss Capital Advisors LLC
INCREASED1,420355+1,065+300%$270.9K$375.9K+$105.0K2026-11-06
Riversedge Advisors, LLC
INCREASED1,417427+990+232%$325.9K$375.2K+$49.3K2026-10-09
Greatmark Investment Partners, Inc.
INCREASED1,400275+1,125+409%$209.9K$370.7K+$160.8K2026-10-28
Solstein Capital, LLC
INCREASED1,400350+1,050+300%$267.1K$370.7K+$103.6K2026-11-02
Nadler Financial Group, Inc.
INCREASED1,400350+1,050+300%$267.1K$370.7K+$103.6K2026-10-23
Inman Jager Wealth Management, LLC
INCREASED1,400350+1,050+300%$267.1K$370.7K+$103.6K2026-11-05
Collaborative Fund Advisors, LLC
INCREASED1,392429+963+224%$327.4K$368.5K+$41.1K2026-11-02
Alchemi Wealth, LLC
INCREASED1,387325+1,062+327%$248.0K$367.2K+$119.2K2026-11-04
XXI Wealth, LLC
INCREASED1,385296+1,089+368%$225.9K$366.7K+$140.8K2026-10-22
Legacy Bridge, LLC
INCREASED1,382313+1,069+342%$238.9K$365.9K+$127.0K2026-10-28
Nolet Wealth Management, LLC
INCREASED1,382346+1,036+299%$263.7K$365.9K+$102.2K2026-10-15
Legacy Private Trust Co.
NEW1,371—+1,371——$363.0K—2026-10-06
Lazari Capital Management, Inc.
INCREASED1,368334+1,034+310%$254.9K$362.2K+$107.3K2026-10-20
Investment Research & Advisory Group, Inc.
INCREASED1,368342+1,026+300%$266.3K$369.6K+$103.3K2026-10-19
Avalon Capital Management
INCREASED1,364340+1,024+301%$259.5K$361.1K+$101.7K2026-11-04
Aspiriant, LLC
NEW1,362—+1,362——$360.6K—2026-10-16
Salvus Wealth Management, LLC
INCREASED1,360340+1,020+300%$259.5K$360.1K+$100.6K2026-10-13
Kellett Wealth Advisors, LLC
INCREASED1,360365+995+273%$278.5K$360.1K+$81.5K2026-10-15
NewSquare Capital LLC
INCREASED1,355295+1,060+359%$225.1K$358.7K+$133.6K2026-11-06
MBA Advisors LLC
INCREASED1,355382+973+255%$291.5K$358.7K+$67.2K2026-10-29
Weil Company, Inc.
INCREASED1,354326+1,028+315%$248.5K$358.4K+$109.9K2026-10-14
Sherry Group, Inc.
INCREASED1,352338+1,014+300%$251.1K$357.9K+$106.8K2026-10-09
Thompson Davis & Co., Inc.
INCREASED1,350600+750+125%$457.9K$357.4K-$100.5K2026-11-05
Corrado Advisors, LLC
INCREASED1,340335+1,005+300%$255.7K$354.8K+$99.1K2026-10-27
JB Capital LLC
INCREASED1,336344+992+288%$262.7K$353.8K+$91.1K2026-10-19
Armstrong Advisory Group, Inc
INCREASED1,333330+1,003+304%$251.8K$352.9K+$101.1K2026-10-09
Ledyard National Bank
INCREASED1,330360+970+269%$274.7K$352.1K+$77.4K2026-10-21
Integrity Wealth Advisors, Inc.
NEW1,326—+1,326——$351.1K—2026-10-29
Bryant Woods Investment Advisors, LLC
INCREASED1,326383+943+246%$292.3K$351.1K+$58.8K2026-10-26
Outlook Wealth Advisors, LLC
NEW1,315—+1,315——$348.1K—2026-10-28
Revolve Wealth Partners, LLC
NEW1,303—+1,303——$345.0K—2026-10-23
D.B. Root & Company, LLC
INCREASED1,301303+998+329%$231.2K$344.4K+$113.2K2026-11-04
Capstone Wealth Management Group, Inc.
INCREASED1,300335+965+288%$255.7K$344.2K+$88.5K2026-10-19
Gradient Capital Advisors, LLC
INCREASED1,298362+936+259%$276.3K$343.6K+$67.4K2026-10-21
BCS Wealth Management
INCREASED1,296334+962+288%$254.9K$343.1K+$88.2K2026-11-03
Sage Rhino Capital LLC
INCREASED1,295320+975+305%$244.2K$342.9K+$98.6K2026-10-28
Berman McAleer LLC
INCREASED1,291323+968+300%$246.2K$341.7K+$95.5K2026-10-16
Townsend Asset Management Corp
INCREASED1,288271+1,017+375%$206.8K$341.0K+$134.2K2026-10-29
Hobart Private Capital, LLC
INCREASED1,283295+988+335%$225.1K$339.7K+$114.5K2026-10-19
Strategic Family Wealth Counselors, L.L.C.
NEW1,282—+1,282——$339.4K—2026-10-29
Exchange Bank
INCREASED1,280320+960+300%$244.2K$338.9K+$94.7K2026-10-07
Centurion Wealth Management LLC
INCREASED1,279380+899+237%$290.1K$338.5K+$48.4K2026-10-13
Heritage Family Offices, LLP
NEW1,278—+1,278——$338.4K—2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED1,271308+963+313%$235.0K$336.6K+$101.6K2026-10-05
WMG Financial Advisors, LLC
UNCHANGED1,2691,26900%$968.4K$968.4K$02026-10-28
Centennial Wealth Advisory LLC
INCREASED1,263322+941+292%$245.7K$334.4K+$88.7K2026-10-16
Heffernan Advisory, Inc
NEW1,260—+1,260——$333.6K—2026-10-13
Montgomery Investment Management Inc
INCREASED1,260315+945+300%$240.4K$333.6K+$93.2K2026-10-26
Finer Wealth Management, Inc.
NEW1,249—+1,249——$330.7K—2026-10-16
Asset Allocation & Management Company, LLC
INCREASED1,244311+933+300%$237$329.0K+$328.8K2026-10-13
Robocap Asset Management Ltd
INCREASED1,243153+1,090+712%$117.0K$329.1K+$212.1K2026-11-02
Balefire, LLC
NEW1,240—+1,240——$328.3K—2026-10-09
Aurora Private Wealth, Inc.
INCREASED1,234404+830+205%$308$327.0K+$326.7K2026-10-20
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED1,231299+932+312%$228.2K$325.9K+$97.7K2026-11-03
LifeSteps Financial, Inc.
INCREASED1,229320+909+284%$244.2K$325.3K+$81.1K2026-10-15
Phillips Financial Management, LLC
INCREASED1,226302+924+306%$230.5K$324.6K+$94.1K2026-10-19
CV Advisors LLC
UNCHANGED1,2241,22400%$233.5K$324.1K+$90.5K2026-10-13
Busey Bank
INCREASED1,222293+929+317%$223.6K$323.5K+$99.9K2026-10-26
Stonebridge Financial Group, LLC
INCREASED1,222298+924+310%$227.4K$323.5K+$96.1K2026-10-01
Brooklyn FI, LLC
INCREASED1,221723+498+69%$136.2K$294.3K+$158.0K2026-11-05
Clarus Group, Inc.
INCREASED1,219305+914+300%$232.6K$322.7K+$90.2K2026-10-21
First Heartland Consultants, Inc.
NEW1,211—+1,211——$320.6K—2026-10-08
Macroview Investment Management LLC
INCREASED1,201313+888+284%$238.9K$318.0K+$79.1K2026-10-26
TritonPoint Partners, LLC
INCREASED1,201827+374+45%$631.0K$318.0K-$312.9K2026-11-05
Middleton & Co Inc
INCREASED1,200300+900+300%$228.9K$317.7K+$88.8K2026-10-23
Paragon Private Wealth Management, LLC
INCREASED1,197583+614+105%$444.9K$316.9K-$128.0K2026-10-20
SJS Investment Consulting Inc.
INCREASED1,19621+1,175+5595%$16.0K$316.7K+$300.7K2026-10-26
Wilkerson Advisory Group LLC
INCREASED1,196352+844+240%$268.6K$316.6K+$48.0K2026-10-20
Luts & Greenleigh Group, Inc.
INCREASED1,195278+917+330%$212.1K$316.4K+$104.2K2026-11-05
McKinley Carter Wealth Services, Inc.
NEW1,193—+1,193——$315.8K—2026-10-16
MTM Investment Management, LLC
INCREASED1,188297+891+300%$226.7K$314.5K+$87.9K2026-10-30
Northwest Wealth Management, LLC
INCREASED1,185266+919+345%$203.0K$313.7K+$110.7K2026-10-30
North Star Investment Management Corp.
INCREASED1,184286+898+314%$218.3K$313.5K+$95.2K2026-10-27
Sagace Wealth Management LLC
INCREASED1,183409+774+189%$312.1K$313.2K+$1.1K2026-10-28
Hummer Financial Advisory Services Inc
INCREASED1,180295+885+300%$225.1K$312.4K+$87.3K2026-10-09
Vivid Wealth Management, LLC
INCREASED1,172293+879+300%$223.6K$310.3K+$86.7K2026-10-27
TSG Advice Partners, LLC
NEW1,170—+1,170——$892.9K—2026-10-29
BostonPremier Wealth LLC
INCREASED1,166268+898+335%$204.5K$308.7K+$104.2K2026-10-16
Crescent Grove Advisors, LLC
INCREASED1,160295+865+293%$225.1K$307.1K+$82.0K2026-10-21
Capital Asset Advisory Services LLC
INCREASED1,160320+840+263%$244.2K$276.0K+$31.8K2026-10-30
Entrewealth, LLC
INCREASED1,1581,153+5+0%$239.1K$306.6K+$67.5K2026-10-14
Bell & Brown Wealth Advisors, LLC
INCREASED1,156649+507+78%$495.3K$306.1K-$189.2K2026-10-16
Rose Capital Advisors LLC
NEW1,153—+1,153——$305.3K—2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED1,1461,14600%$874.6K$874.6K$02026-10-15
Fidato Wealth LLC
NEW1,144—+1,144——$302.9K—2026-10-13
ZWJ Investment Counsel Inc
INCREASED1,144337+807+239%$257.2K$302.9K+$45.7K2026-10-15
Rockline Wealth Management, LLC
INCREASED1,140285+855+300%$217.5K$301.8K+$84.3K2026-10-26
Hunter Associates Investment Management LLC
INCREASED1,138263+875+333%$200$301.0K+$300.8K2026-10-26
Brucke Financial, Inc.
NEW1,137—+1,137——$301.0K—2026-10-23
ROI Financial Advisors, LLC
NEW1,132—+1,132——$299.6K—2026-10-19
Powers Advisory Group, LLC
INCREASED1,126349+777+223%$266.3K$298.1K+$31.8K2026-10-14
Straight Path Wealth Management
INCREASED1,122265+857+323%$202.2K$297.1K+$94.8K2026-10-23
Birch Hill Investment Advisors LLC
INCREASED1,115279+836+300%$212.8K$295.2K+$82.5K2026-10-16
Financial Symmetry Inc
NEW1,112—+1,112——$294.4K—2026-10-06
Pension & Wealth Management Advisors, Inc.
INCREASED1,107120+987+823%$91.7K$293.3K+$201.6K2026-10-16
Sierra Ocean, LLC
INCREASED1,106267+839+314%$203.8K$292.8K+$89.1K2026-11-03
Bestgate Wealth Advisors, LLC
NEW1,104—+1,104——$292.3K—2026-10-13
Opus Capital Group, LLC
INCREASED1,102283+819+289%$216$292.0K+$291.8K2026-10-30
First Bank & Trust
NEW1,101—+1,101——$291.5K—2026-10-19
San Luis Wealth Advisors LLC
NEW1,093—+1,093——$289.4K—2026-10-27
BNC Wealth Management, LLC
INCREASED1,092273+819+300%$208.3K$289.1K+$80.8K2026-10-19
First Command Advisory Services, Inc.
INCREASED1,08638+1,048+2758%$29.0K$287.5K+$258.5K2026-11-05
JSF Financial, LLC
INCREASED1,086279+807+289%$212.9K$287.5K+$74.6K2026-10-22
Sutton Place Investors LLC
INCREASED1,084278+806+290%$212.2K$287.0K+$74.8K2026-10-20
Affinity Capital Advisors, LLC
INCREASED1,0801,032+48+5%$205.8K$297.0K+$91.3K2026-10-13
Arsenal Capital Advisors LLC
NEW1,079—+1,079——$285.7K—2026-11-02
Leeward Financial Partners, LLC
INCREASED1,076269+807+300%$205.3K$284.9K+$79.6K2026-10-23
Stackstone Wealth, LLC
NEW1,070—+1,070——$283.3K—2026-10-19
Motive Wealth Advisors
NEW1,068—+1,068——$282.8K—2026-10-26
Iron Financial LLC
DECREASED1,0652,590-1,525-59%$2.0M$282.0K-$1.7M2026-10-23
CPC Advisors, LLC
NEW1,058—+1,058——$280.1K—2026-10-21
M.E. Allison & Co., Inc.
INCREASED1,056264+792+300%$201.5K$279.6K+$78.1K2026-10-09
Buck Wealth Strategies, LLC
INCREASED1,0548+1,046+13075%$6.1K$279.0K+$272.9K2026-10-28
Smith Chas P & Associates PA Cpas
NEW1,052—+1,052——$239.2K—2026-10-22
Wiser Wealth Management, Inc
NEW1,051—+1,051——$278.3K—2026-10-14
BAM Wealth Management, LLC
NEW1,048—+1,048——$277.5K—2026-10-15
Sloy Dahl & Holst, LLC
NEW1,048—+1,048——$277.5K—2026-10-14
Sun Group Wealth Partners
NEW1,048—+1,048——$277.5K—2026-10-26
CPR Investments Inc.
INCREASED1,047323+724+224%$246.7K$277.2K+$30.5K2026-10-26
Apex Wealth Management, LLC
NEW1,046—+1,046——$276.9K—2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED1,0441,072-28-3%$818.1K$276.4K-$541.7K2026-10-15
Summa Corp.
NEW1,040—+1,040——$275.3K—2026-10-30
Lord & Richards Wealth Management, LLC
DECREASED1,0401,096-56-5%$836.4K$275.3K-$561.1K2026-10-14
Tanager Wealth Management LLP
NEW1,038—+1,038——$274.8K—2026-10-19
August Group Capital Ltd
NEW1,037—+1,037——$274.5K—2026-10-14
Chapin Davis, Inc.
NEW1,037—+1,037——$274.5K—2026-10-09
Abacus Planning Group, Inc.
NEW1,037—+1,037——$274.5K—2026-11-02
Unique Wealth, LLC
NEW1,036—+1,036——$274.3K—2026-10-16
Greenup Street Wealth Management LLC
NEW1,034—+1,034——$273.8K—2026-10-28
Burton Enright Welch
NEW1,027—+1,027——$271.9K—2026-11-04
Squire Investment Management Company, LLC
NEW1,026—+1,026——$271.6K—2026-11-03
Ramiah Investment Group
NEW1,024—+1,024——$271.1K—2026-10-20
Bill Few Associates, Inc.
NEW1,022—+1,022——$270.6K—2026-10-09
Eubel Brady & Suttman Asset Management Inc
NEW1,016—+1,016——$269.0K—2026-11-04
Mcdonald Partners LLC
INCREASED1,016254+762+300%$193.8K$269.0K+$75.1K2026-11-03
Cooper S Advisors, LLC
NEW1,015—+1,015——$268.7K—2026-11-03
Natural Investments, LLC
NEW1,012—+1,012——$267.8K—2026-11-06
Leslie Global Wealth, LLC
NEW1,009—+1,009——$267.1K—2026-10-26
Astra Wealth Partners LLC
NEW1,005—+1,005——$266.1K—2026-11-06
Precedent Wealth Partners, LLC
NEW1,001—+1,001——$265.1K—2026-10-21
Merrion Investment Management Co, LLC
NEW1,000—+1,000——$264.8K—2026-10-16
Polaris Investment Advisors, LLC
NEW1,000—+1,000——$264.8K—2026-10-20
Future Financial Wealth Managment LLC
NEW1,000—+1,000——$264.8K—2026-10-15
Philadelphia Trust Co
NEW1,000—+1,000——$265.0K—2026-11-05
Oak Harvest Investment Services
NEW1,000—+1,000——$264.8K—2026-10-20
Guardian Partners Inc.
INCREASED1,000250+750+300%$190.8K$264.8K+$74.0K2026-10-21
Aviance Capital Partners, LLC
INCREASED998290+708+244%$221.3K$264.2K+$42.9K2026-10-29
Shakespeare Wealth Management, LLC
NEW992—+992——$262.6K—2026-10-28
Fortis Group Advisors, LLC
NEW991—+991——$248.1K—2026-11-06
Cullen T Bankers, Inc.
INCREASED988103+885+859%$78.6K$261.6K+$183.0K2026-10-28
Financial Consulate, Inc
INCREASED988247+741+300%$188.5K$261.6K+$73.1K2026-10-23
Associated Banc-Corp
INCREASED988908+80+9%$692.9K$261.6K-$431.4K2026-10-30
Wagner Wealth Management, LLC
NEW980—+980——$259.5K—2026-10-21
Rebalance, LLC
INCREASED980263+717+273%$200.7K$259.5K+$58.7K2026-10-22
Mattern Capital Management, LLC
NEW976—+976——$258.4K—2026-11-02
AMG National Trust Bank
NEW972—+972——$257.3K—2026-11-05
Legacy Edge Advisors, LLC
NEW968—+968——$256.3K—2026-11-06
Hidden Cove Wealth Management, LLC
NEW965—+965——$255.5K—2026-10-19
Clearstead Trust, LLC
INCREASED965239+726+304%$182.4K$255.5K+$73.1K2026-11-06
Physicians Financial Services, Inc.
NEW964—+964——$255.0K—2026-11-04
Eurizon SLJ Capital Ltd
INCREASED962531+431+81%$405.2K$254.7K-$150.5K2026-11-06
bLong Financial, LLC
NEW961—+961——$254.4K—2026-10-29
Compass Ion Advisors, LLC
NEW960—+960——$254.2K—2026-10-23
JDH Wealth Management, LLC
NEW958—+958——$253.6K—2026-10-20
Simplex Trading, LLC
INCREASED956709+247+35%$541.1K$253.1K-$288.0K2026-11-04
Three Magnolias Financial Advisors, LLC
INCREASED948437+511+117%$333.5K$251.0K-$82.5K2026-10-14
Meriwether Wealth & Planning, LLC
NEW945—+945——$250.2K—2026-10-13
KOM Wealth Management Group, LLC
NEW944—+944——$250.1K—2026-10-15
Piedmont Capital Management, LLC
NEW940—+940——$248.9K—2026-10-21
YHB Investment Advisors, Inc.
NEW940—+940——$248.9K—2026-10-08
Strengthening Families & Communities, LLC
INCREASED940309+631+204%$235.8K$248.9K+$13.1K2026-10-21
Badgley Phelps Wealth Managers, LLC
NEW938—+938——$248.3K—2026-10-22
TrueWealth Advisors, LLC
NEW936—+936——$247.8K—2026-10-09
Biltmore Family Office, LLC
NEW936—+936——$247.8K—2026-11-03
Johnson & White Wealth Management, LLC
NEW936—+936——$247.8K—2026-11-03
Alliance Private Wealth, LLC
NEW936—+936——$247.8K—2026-10-20
J. Derek Lewis & Associates Inc.
NEW935—+935——$247.6K—2026-11-03
Warwick Investment Management, Inc.
NEW932—+932——$246.7K—2026-10-19
Walled Lake Planning & Wealth Management, LLC
INCREASED928282+646+229%$215.2K$245.7K+$30.5K2026-10-29
SFE Investment Counsel
NEW927—+927——$245.4K—2026-10-29
Ullmann Wealth Partners Group, LLC
NEW926—+926——$245.0K—2026-11-02
LaFleur & Godfrey LLC
NEW924—+924——$244.6K—2026-10-27
Chicago Capital, LLC
NEW924—+924——$244.6K—2026-10-13
Linscomb Wealth, Inc.
NEW922—+922——$244.1K—2026-11-05
Waters Parkerson & Co., LLC
NEW922—+922——$244.1K—2026-11-04
North Berkeley Wealth Management, LLC
NEW920—+920——$243.6K—2026-11-02
Owl Creek Wealth Partners LLC
INCREASED920230+690+300%$175.5K$243.6K+$68.0K2026-10-20
Sprinkle Financial Consultants LLC
NEW916—+916——$242.5K—2026-10-09
Bosman Wealth Management, LLC
NEW912—+912——$241.5K—2026-10-28
CWS Financial Advisors, LLC
NEW908—+908——$240.4K—2026-10-16
Founders Grove Wealth Partners, LLC
NEW907—+907——$240.1K—2026-10-16
WJ Wealth Management, LLC
NEW904—+904——$239.3K—2026-11-03
Firethorn Wealth Partners, LLC
NEW902—+902——$238.8K—2026-10-14
Novem Group
NEW902—+902——$238.8K—2026-10-19
Elevation Capital Advisory, LLC
NEW901—+901——$238.5K—2026-10-29
Aletheian Wealth Advisors LLC
NEW897—+897——$237.5K—2026-10-08
Worth Financial Advisory Group, LLC
NEW897—+897——$237.5K—2026-10-19
Fell Capital Management
NEW888—+888——$235.1K—2026-10-09
Lantz Financial LLC
NEW887—+887——$234.8K—2026-10-15
Financial Management Network Inc
DECREASED8831,084-201-19%$220.1K$238.3K+$18.3K2026-10-09
Pacific Sage Partners, LLC
NEW879—+879——$232.7K—2026-10-21
Greenbush Financial Group, LLC
NEW876—+876——$231.9K—2026-10-15
Glass Jacobson Investment Advisors llc
INCREASED87677+799+1038%$58.8K$232.0K+$173.2K2026-10-26
Garde Capital, Inc.
NEW873—+873——$231.1K—2026-10-29
Tranquility Partners, LLC
NEW872—+872——$230.9K—2026-10-20
Connecticut Wealth Management, LLC
NEW863—+863——$228.5K—2026-10-13
Barings LLC
NEW860—+860——$227.7K—2026-10-22
Compass Financial Services Inc
NEW848—+848——$224.5K—2026-11-06
Mlp3, LLC
NEW847—+847——$224.2K—2026-10-22
Prevail Innovative Wealth Advisors, LLC
NEW847—+847——$224.8K—2026-10-20
Visionary Horizons, LLC
NEW844—+844——$223.5K—2026-10-22
Warner Financial, Inc
NEW842—+842——$222.9K—2026-11-06
Amplius Wealth Advisors, LLC
NEW841—+841——$222.7K—2026-10-20
Voisard Asset Management Group, Inc.
NEW841—+841——$222.7K—2026-10-13
OFC Financial Planning, LLC
NEW840—+840——$222.4K—2026-11-06
PCG Asset Management, LLC
NEW838—+838——$221.9K—2026-11-05
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
NEW836—+836——$221.3K—2026-11-06
Purus Wealth Management, LLC
NEW836—+836——$221.3K—2026-10-15
Plante Moran Financial Advisors, LLC
INCREASED832448+384+86%$341.9K$220.3K-$121.6K2026-11-04
Cypress Capital, LLC
INCREASED829352+477+136%$268.6K$219.5K-$49.1K2026-10-20
Waldron Private Wealth LLC
NEW828—+828——$219.2K—2026-11-02
Genesis Private Wealth, LLC
NEW827—+827——$218.9K—2026-11-02
Carter Financial Group, Inc.
NEW825—+825——$218.4K—2026-10-21
G2 Capital Management, LLC / OH
NEW823—+823——$217.9K—2026-10-23
Cordgrass Capital Advisors, LLC
INCREASED823273+550+201%$208.3K$217.8K+$9.5K2026-10-30
Balance Wealth Partners LLC
NEW821—+821——$217.5K—2026-10-27
Alpine Bank Wealth Management
INCREASED821231+590+255%$176.3K$217.4K+$41.1K2026-10-16
Farmers & Merchants Investments Inc
INCREASED816179+637+356%$136.6K$216.0K+$79.4K2026-10-22
United Asset Strategies, Inc.
NEW813—+813——$215.2K—2026-10-28
Box Hill Private Wealth LLC
NEW812—+812——$215.0K—2026-10-05
Keenan, LLC
NEW812—+812——$215.0K—2026-10-23
Verum Partners LLC
NEW812—+812——$214.9K—2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED812198+614+310%$151.1K$215.0K+$63.9K2026-11-02
Argentarii, LLC
NEW811—+811——$214.7K—2026-10-28
Syverson Strege & Co
NEW810—+810——$214.4K—2026-11-02
Mokosak Advisory Group, LLC
NEW808—+808——$213.9K—2026-10-20
Towerpoint Wealth, LLC
NEW805—+805——$213.1K—2026-10-13
Instrumental Wealth, LLC
NEW805—+805——$213.2K—2026-10-20
Whitaker-Myers Wealth Managers, Ltd.
INCREASED804270+534+198%$206.0K$212.9K+$6.8K2026-10-09
TL Private Wealth
NEW800—+800——$210.4K—2026-10-13
Sonata Capital Group Inc
NEW800—+800——$211.8K—2026-10-19
Capital Management Associates, Inc
NEW800—+800——$211.8K—2026-10-20
Cypress Asset Management Inc
NEW800—+800——$211.8K—2026-10-09
Wealth Management Nebraska
NEW800—+800——$211.8K—2026-10-26
Wedgewood Investors Inc
NEW800—+800——$211.8K—2026-10-28
TCI Wealth Advisors, Inc.
NEW800—+800——$211.8K—2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED800212+588+277%$161.4K$211.8K+$50.4K2026-10-07
Stonebridge Financial Planning Group, LLC
INCREASED800350+450+129%$267.1K$211.8K-$55.3K2026-11-06
Market Street Wealth Management Advisors LLC
NEW799—+799——$211.5K—2026-10-09
Nordwand Advisors, LLC
NEW798—+798——$211.3K—2026-11-05
CFS Investment Advisory Services, LLC
NEW797—+797——$222.3K—2026-10-19
Bluedoor Private Wealth, LLC
NEW797—+797——$211.0K—2026-11-05
John G Ullman & Associates Inc
NEW796—+796——$210.7K—2026-11-04
Channel Wealth LLC
NEW796—+796——$210.7K—2026-11-06
Monument Capital Management
NEW792—+792——$209.7K—2026-10-09
Virtue Capital Management, LLC
NEW791—+791——$209.4K—2026-10-29
PVG Asset Management Corp
NEW789—+789——$208.9K—2026-10-19
Certior Financial Group, LLC
INCREASED789288+501+174%$219.8K$208.9K-$10.9K2026-10-19
Arlington Capital Management Inc
NEW780—+780——$206.5K—2026-10-30
Titan Investment Management LLC
NEW780—+780——$206.5K—2026-10-22
Dala Group, LLC
NEW780—+780——$206.5K—2026-10-29
Cora Capital Advisors LLC
NEW778—+778——$206.0K—2026-11-02
Beaumont Financial Advisors, LLC
NEW775—+775——$205.1K—2026-10-22
Providence Wealth Advisors, LLC
NEW774—+774——$209.0K—2026-10-29
Archer Investment Corp
INCREASED772236+536+227%$180.1K$204.4K+$24.3K2026-11-05
Arta Finance Wealth Management LLC
NEW771—+771——$204.1K—2026-10-28
Lountzis Asset Management, LLC
NEW768—+768——$203.3K—2026-10-30
Journey Retirement Planning & Investment Management LLC
NEW767—+767——$203.1K—2026-10-09
Stirlingshire Investments, Inc.
NEW766—+766——$202.8K—2026-11-05
Lineweaver Wealth Advisors, LLC
NEW766—+766——$202.8K—2026-10-13
Diversified Enterprises, LLC
NEW765—+765——$202.6K—2026-10-19
Norris Perne & French LLP
NEW764—+764——$202.3K—2026-10-23
Financial Security Advisor, Inc.
NEW764—+764——$202.3K—2026-11-03
Hoxton Planning & Management, LLC
NEW762—+762——$201.7K—2026-10-15
Noesis Capital Mangement Corp
NEW760—+760——$201.2K—2026-10-26
Barrett & Company, Inc.
INCREASED760190+570+300%$145.0K$201.2K+$56.2K2026-10-22
Tenet Wealth Partners, LLC
NEW758—+758——$200.7K—2026-10-19
Silver Grove Financial Group, Inc.
INCREASED755182+573+315%$138.9K$199.9K+$61.0K2026-11-05
Boyum Wealth Architects LLC
NEW748—+748——$202.0K—2026-10-06
Mainsail Asset Management, LLC
NEW744—+744——$207.5K—2026-10-14
UMB Private Wealth Management, LLC
NEW742—+742——$196.4K—2026-10-19
Torren Management, LLC
INCREASED70010+690+6900%$7.6K$185.3K+$177.7K2026-10-29
Albion Financial Group
INCREASED638132+506+383%$100.7K$168.9K+$68.2K2026-10-21
Physician Wealth Advisors, Inc.
INCREASED635135+500+370%$102.9K$168.2K+$65.3K2026-10-20
Covestor Ltd
INCREASED61485+529+622%$66$163.0K+$162.9K2026-10-30
IFS Advisors, LLC
INCREASED612149+463+311%$113.7K$162.0K+$48.3K2026-10-14
Birchwood Financial Partners, Inc.
INCREASED608201+407+202%$153.4K$161.1K+$7.7K2026-11-02
GHP Investment Advisors, Inc.
INCREASED569142+427+301%$108.5K$150.5K+$42.1K2026-10-15
Elevation Wealth Partners, LLC
INCREASED565124+441+356%$94.6K$149.6K+$55.0K2026-10-07
Financial Management Professionals, Inc.
INCREASED564196+368+188%$149.6K$149.3K-$2562026-10-23
Western Pacific Wealth Management, LP
INCREASED562155+407+263%$118.3K$148.8K+$30.5K2026-10-16
Salomon & Ludwin, LLC
INCREASED556139+417+300%$107.4K$147.2K+$39.8K2026-10-29
Davis Capital Management
INCREASED556162+394+243%$123.6K$147.2K+$23.6K2026-10-08
NBH Bank
INCREASED552121+431+356%$92.3K$146.1K+$53.8K2026-11-05
Polaris Financial Partners
NEW542—+542——$145—2026-10-02
Bfsg, LLC
INCREASED536136+400+294%$103.8K$141.9K+$38.1K2026-10-30
American Capital Advisory, LLC
INCREASED535133+402+302%$101.5K$141.6K+$40.1K2026-10-28
PKS Advisory Services, LLC
UNCHANGED52952900%$403.7K$403.7K$02026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED520130+390+300%$99.2K$137.7K+$38.5K2026-10-23
Olistico Wealth, LLC
INCREASED512132+380+288%$100.7K$135.6K+$34.8K2026-10-05
University of Texas S AM Investment Management Co
INCREASED498118+380+322%$90.0K$131.8K+$41.8K2026-11-03
GK Wealth Management LLC
INCREASED497328+169+52%$250.3K$131.6K-$118.7K2026-10-09
Tower Trust & Investment Co
INCREASED496126+370+294%$96.2K$131.3K+$35.2K2026-10-28
Joseph Group Capital Management
INCREASED480106+374+353%$80.9K$127.1K+$46.2K2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED478122+356+292%$93.1K$126.6K+$33.4K2026-10-29
Avion Wealth
INCREASED476112+364+325%$85$126.0K+$125.9K2026-11-04
Cornerstone National Bank & Trust Co
INCREASED472118+354+300%$91.2K$125.6K+$34.4K2026-10-20
Atlantic Edge Private Wealth Management, LLC
INCREASED465115+350+304%$87.8K$123.1K+$35.3K2026-10-20
Tompkins Financial Corp
INCREASED464116+348+300%$88.5K$122.8K+$34.3K2026-10-05
Center for Financial Planning, Inc.
INCREASED461176+285+162%$134.3K$122.0K-$12.3K2026-10-26
Financial Perspectives, Inc
INCREASED448112+336+300%$85.5K$118.6K+$33.1K2026-11-03
Hughes Financial Services, LLC
INCREASED445122+323+265%$93.1K$116.2K+$23.1K2026-10-30
RMG Wealth Management LLC
INCREASED441428+13+3%$94.9K$104.8K+$9.8K2026-10-26
Contravisory Investment Management, Inc.
INCREASED428107+321+300%$81.7K$113.3K+$31.7K2026-10-13
Hilton Head Capital Partners, LLC
INCREASED426100+326+326%$76.3K$112.8K+$36.5K2026-10-23
Vaquero Private Wealth, LTD
INCREASED424106+318+300%$80.9K$112.3K+$31.4K2026-10-27
Asset Planning,Inc
INCREASED400100+300+300%$76.3K$105.9K+$29.6K2026-10-26
Paladin Partners, LLC
INCREASED400100+300+300%$76.3K$105.9K+$29.6K2026-10-06
Mosley Wealth Management
INCREASED39687+309+355%$66.4K$96.9K+$30.5K2026-10-16
Clark Wealth Partners
INCREASED39688+308+350%$67.2K$104.8K+$37.7K2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED37293+279+300%$71.0K$98.5K+$27.5K2026-10-30
Tsfg, LLC
INCREASED370226+144+64%$172$98.0K+$97.8K2026-10-23
James T. Borello RIA
INCREASED36990+279+310%$68.7K$97.7K+$29.0K2026-10-16
Latitude Advisors, LLC
NEW365—+365——$96.6K—2026-10-27
Fortitude Family Office, LLC
INCREASED36085+275+324%$64.9K$95.3K+$30.4K2026-10-14
American National Bank & Trust
INCREASED35288+264+300%$67.2K$93.2K+$26.0K2026-10-07
TFC Financial Management, Inc.
INCREASED352115+237+206%$87.8K$93.2K+$5.4K2026-10-26
North Point Portfolio Managers Corp
NEW344—+344——$91.1K—2026-10-07
Downshift Financial, LLC
INCREASED33836+302+839%$27.5K$89.5K+$62.0K2026-10-13
Pinnacle Bancorp, Inc.
INCREASED32882+246+300%$62.6K$86.8K+$24.3K2026-10-21
Barnes Dennig Private Wealth Management LLC
INCREASED32411+313+2845%$8.4K$85.8K+$77.4K2026-10-30
Union Savings Bank
INCREASED32481+243+300%$61.8K$85.8K+$24.0K2026-10-14
Capital Advisors, Ltd. LLC
INCREASED32374+249+336%$56$86.0K+$85.9K2026-10-27
Livelsberger Financial Advisory
NEW320—+320——$84.7K—2026-10-28
True Wealth Design, LLC
INCREASED32079+241+305%$60.3K$84.7K+$24.4K2026-10-13
Essential Partners LLC
INCREASED32080+240+300%$61.1K$84.7K+$23.7K2026-10-14
Rachor Investment Advisory Services, LLC
INCREASED32080+240+300%$61.1K$84.7K+$23.7K2026-10-29
Catalyst Capital Advisors LLC
INCREASED31871+247+348%$54.2K$84.2K+$30.0K2026-11-02
GoalVest Advisory LLC
INCREASED308127+181+143%$96.9K$81.5K-$15.4K2026-10-02
Hanson & Doremus Investment Management
INCREASED30445+259+576%$34$80.0K+$80.0K2026-10-16
Gen-Wealth Partners Inc
INCREASED304222+82+37%$169.2K$80.4K-$88.8K2026-11-04
Manchester Capital Management LLC
INCREASED29694+202+215%$71.7K$78.4K+$6.6K2026-10-22
Chilton Capital Management LLC
INCREASED28070+210+300%$53.4K$74.1K+$20.7K2026-10-28
Wealth Analytics Partners, LLC
NEW276—+276——$73.1K—2026-10-19
CFG Wealth Management Services, Inc.
NEW270—+270——$71.8K—2026-10-21
Country Trust Bank
NEW268—+268——$71.0K—2026-10-30
Washington Trust Advisors, Inc.
INCREASED26566+199+302%$50.4K$70.2K+$19.8K2026-10-22
Kozak & Associates, Inc.
INCREASED26466+198+300%$51.0K$70.4K+$19.4K2026-10-29
First Bancorp, Inc
INCREASED26065+195+300%$49.6K$68.8K+$19.2K2026-10-26
Highline Wealth Partners LLC
INCREASED25751+206+404%$38.9K$68.0K+$29.1K2026-10-19
William Mack & Associates, Inc.
NEW254—+254——$67.2K—2026-10-27
Smallwood Wealth Investment Management, LLC
INCREASED24562+183+295%$47.3K$64.9K+$17.5K2026-10-30
Financial Network Wealth Advisors LLC
INCREASED23958+181+312%$44.3K$63.3K+$19.0K2026-10-28
POM Investment Strategies, LLC
INCREASED23659+177+300%$45.0K$62.5K+$17.5K2026-10-20
Proathlete Wealth Management LLC
INCREASED2321+231+23100%$763$61.4K+$60.7K2026-10-15
Signature Resources Capital Management, LLC
INCREASED22818+210+1167%$13.7K$60.4K+$46.6K2026-10-16
Miller Global Investments, LLC
INCREASED22456+168+300%$42.7K$59.3K+$16.6K2026-10-02
Nova Financial LLC
NEW214—+214——$56.7K—2026-11-04
WPG Advisers, LLC
INCREASED20847+161+343%$35.9K$55.1K+$19.2K2026-10-27
1620 Investment Advisors, Inc.
INCREASED20890+118+131%$68.7K$55.1K-$13.6K2026-11-04
Creative Capital Management Investments LLC
INCREASED20542+163+388%$32.1K$54.3K+$22.2K2026-10-28
Tradewinds Capital Management, LLC
INCREASED20575+130+173%$57.2K$54.3K-$3.0K2026-10-23
Activest Wealth Management
INCREASED20139+162+415%$29.8K$53.2K+$23.5K2026-10-15
Financial Freedom, LLC
NEW200—+200——$53.0K—2026-11-06
Lipe & Dalton
NEW200—+200——$53.0K—2026-10-15
Vermillion Wealth Management, Inc.
INCREASED200100+100+100%$76.3K$53.0K-$23.4K2026-10-26
Marquette Asset Management, LLC
INCREASED19649+147+300%$37.4K$51.9K+$14.5K2026-10-09
Horizon Financial Services, LLC
NEW195—+195——$51.6K—2026-11-04
Ares Financial Consulting, LLC
INCREASED19244+148+336%$33.6K$50.8K+$17.3K2026-10-19
Kelleher Financial Advisors
INCREASED192148+44+30%$112.9K$50.8K-$62.1K2026-10-30
Cedar Mountain Advisors, LLC
INCREASED18945+144+320%$34.3K$50.0K+$15.7K2026-10-15
Costello Asset Management, Inc
INCREASED18847+141+300%$35.9K$49.8K+$13.9K2026-10-30
Sunrise Financial Services, LLC
INCREASED18045+135+300%$34.3K$47.7K+$13.3K2026-10-21
Byrne Asset Management LLC
INCREASED17644+132+300%$33.6K$46.8K+$13.3K2026-10-06
Princeton Global Asset Management LLC
INCREASED16842+126+300%$32.1K$44.5K+$12.4K2026-10-21
MidAtlantic Capital Management, Inc.
NEW160—+160——$42.4K—2026-11-05
Dhjj Financial Advisors, Ltd.
INCREASED16040+120+300%$30.5K$42.4K+$11.8K2026-10-23
Oakworth Capital, Inc.
INCREASED16040+120+300%$30.9K$42.4K+$11.5K2026-10-26
Halbert Hargrove Global Advisors, LLC
INCREASED15625+131+524%$19.3K$41.3K+$22.0K2026-10-16
Birch Financial Group, LLC
NEW148—+148——$39.3K—2026-10-27
Prudent Man Investment Management, Inc.
NEW142—+142——$37.6K—2026-11-03
Team Financial Group, LLC
NEW140—+140——$37.1K—2026-10-30
Quaker Wealth Management, LLC
INCREASED14035+105+300%$26.7K$37.1K+$10.4K2026-10-22
Valued Wealth Advisors LLC
INCREASED13332+101+316%$24.4K$35.2K+$10.8K2026-11-05
Hickory Point Bank & Trust
INCREASED12431+93+300%$23.7K$32.8K+$9.2K2026-10-01
Noble Wealth Management PBC
INCREASED12030+90+300%$22.9K$31.8K+$8.9K2026-10-01
Burk Holdings LLC
INCREASED12036+84+233%$27.5K$31.8K+$4.3K2026-11-05
IMG Wealth Management, Inc.
INCREASED11711+106+964%$8.4K$31.0K+$22.6K2026-10-27
Retirement Wealth Solutions LLC
INCREASED11520+95+475%$15.3K$30.4K+$15.2K2026-10-07
Planning Strategies Inc.
INCREASED10624+82+342%$18.3K$28.1K+$9.7K2026-10-02
West Paces Advisors Inc.
INCREASED10426+78+300%$19.8K$27.5K+$7.7K2026-10-13
Cape Investment Advisory, Inc.
INCREASED9821+77+367%$16.0K$25.9K+$9.9K2026-10-13
Valley National Advisers Inc
INCREASED9723+74+322%$17.6K$25.7K+$8.1K2026-10-23
Bare Financial Services, Inc
INCREASED9620+76+380%$15.3K$25.4K+$10.2K2026-11-04
First United Bank & Trust
NEW88—+88——$23.3K—2026-10-22
Jnba Financial Advisors
INCREASED868+78+975%$6.1K$22.8K+$16.7K2026-11-03
Main Street Group, LTD
INCREASED8421+63+300%$16.0K$22.2K+$6.2K2026-10-28
Gleason Group, Inc.
INCREASED8421+63+300%$16.0K$22.2K+$6.2K2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED7917+62+365%$13.0K$20.9K+$7.9K2026-11-03
Mascoma Wealth Management LLC
INCREASED7619+57+300%$14.5K$20.1K+$5.6K2026-10-23
Holos Integrated Wealth LLC
UNCHANGED767600%$14.8K$17.3K+$2.5K2026-10-23
DT Investment Partners, LLC
INCREASED7218+54+300%$13.7K$19.1K+$5.3K2026-10-27
Sawyer & Company, Inc
INCREASED7218+54+300%$13.7K$19.1K+$5.3K2026-10-21
Richardson Capital Management LLC
INCREASED6817+51+300%$13.0K$18.0K+$5.0K2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
INCREASED6416+48+300%$12.2K$16.9K+$4.7K2026-10-28
Gilpin Wealth Management, LLC
INCREASED6110+51+510%$7.6K$16.2K+$8.5K2026-10-09
Eukles Asset Management
INCREASED6015+45+300%$11.4K$15.9K+$4.4K2026-11-04
Your Advocates Ltd., LLP
INCREASED6019+41+216%$14.5K$15.9K+$1.4K2026-11-03
Reap Financial Group, LLC
INCREASED5614+42+300%$10.7K$14.8K+$4.1K2026-11-02
Winthrop Capital Management, LLC
INCREASED5614+42+300%$11$14.8K+$14.8K2026-11-05
TrinityBridge Ltd
INCREASED4917+32+188%$13$13.0K+$13.0K2026-10-30
Clayton Financial Group LLC
NEW48—+48——$12.7K—2026-10-13
Aspect Partners, LLC
INCREASED4810+38+380%$7.6K$12.7K+$5.1K2026-10-20
PFS Partners, LLC
INCREASED4812+36+300%$9.2K$12.7K+$3.6K2026-10-21
Entrust Financial LLC
INCREASED4812+36+300%$9.2K$12.7K+$3.6K2026-11-04
J.Safra Asset Management Corp
UNCHANGED484800%$9.2K$12.7K+$3.6K2026-11-03
John Boyer, Inc.
NEW40—+40——$10.6K—2026-10-27
Lynch Investment Planning, LLC
NEW40—+40——$10.6K—2026-10-27
KFG LLC
NEW40—+40——$10.6K—2026-11-02
High Point Wealth Management, LLC
NEW40—+40——$10.6K—2026-11-05
Transce3nd, LLC
NEW40—+40——$9.6K—2026-10-26
Chapman Financial Group, LLC
INCREASED4010+30+300%$7.6K$10.6K+$3.0K2026-10-26
Pflug Koory, LLC
INCREASED4010+30+300%$7.6K$10.6K+$3.0K2026-10-26
MB, Levis & Associates, LLC
INCREASED4010+30+300%$7.6K$10.6K+$3.0K2026-10-16
Elevated Capital Advisors, LLC
INCREASED4010+30+300%$7.7K$10.7K+$3.0K2026-11-04
Roxbury Financial LLC
INCREASED394+35+875%$3.1K$10.3K+$7.3K2026-10-01
Brown, Lisle Ings, Inc.
INCREASED369+27+300%$6.9K$9.5K+$2.7K2026-10-16
Winch Advisory Services, LLC
INCREASED369+27+300%$6.9K$9.5K+$2.7K2026-11-06
Southern Michigan Bank & Trust
NEW28—+28——$7.4K—2026-10-19
Three Bridge Wealth Advisors, LLC
NEW28—+28——$7.4K—2026-11-05
Bullock Wealth Management Group
INCREASED287+21+300%$5.4K$7.5K+$2.0K2026-10-09
Key Capital Management, Inc
INCREASED287+21+300%$5.3K$7.4K+$2.1K2026-11-03
DiNuzzo Private Wealth, Inc.
INCREASED246+18+300%$4.6K$6.4K+$1.8K2026-10-16
United Community Bank
INCREASED205+15+300%$3.8K$5.3K+$1.5K2026-10-28
Trust Co
INCREASED205+15+300%$3.8K$5.3K+$1.5K2026-10-09
McCarley & Cook Financial Planners
INCREASED205+15+300%$3.8K$5.3K+$1.5K2026-10-21
Breakwater Investment Management
INCREASED192+17+850%$1.5K$5.0K+$3.5K2026-10-20
Addison Advisors LLC
INCREASED180+18—$23$4.8K+$4.8K2026-11-06
PayPay Securities Corp
INCREASED174+13+325%$763$4.5K+$3.7K2026-10-27
Pathway Financial Advisers, LLC
NEW16—+16——$4.2K—2026-10-27
WestEnd Advisors, LLC
INCREASED164+12+300%$3.1K$4.2K+$1.2K2026-10-27
DecisionPoint Financial, LLC
INCREASED153+12+400%$2.3K$4.0K+$1.7K2026-10-27
Horrell Capital Management, Inc.
INCREASED155+10+200%$3.8K$4.0K+$1552026-10-08
Kingdom Financial Group Llc.
NEW14—+14——$3.7K—2026-11-04
Ashurst Perkins Coie Trust Co
NEW12—+12——$3.2K—2026-10-15
CrossGen Wealth, LLC
NEW12—+12——$3.2K—2026-10-30
Peterson Wealth Management
DECREASED1240-28-70%$30.5K$3.2K-$27.3K2026-11-06
Morton Brown Family Wealth, LLC
INCREASED123+9+300%$2.3K$3.2K+$8882026-10-23
Private Wealth Management Group, LLC
INCREASED123+9+300%$2.3K$3.2K+$8872026-10-19
Tounjian Advisory Partners, LLC
INCREASED127+5+71%$5.3K$3.2K-$2.2K2026-11-04
Syntax Research, Inc.
NEW10—+10——$2.6K—2026-11-04
Intelligent Financial Strategies
NEW10—+10——$2.6K—2026-10-16
New England Capital Financial Advisors LLC
NEW10—+10——$2.6K—2026-11-03
Align Financial, LLC
NEW8—+8——$2.1K—2026-10-16
Phillip James Consulting Co.
INCREASED82+6+300%$1.5K$2.1K+$5922026-11-03
Godsey & Gibb, Inc
NEW7—+7——$1.9K—2026-10-14
Next Level Wealth Planning, LLC
NEW6—+6——$1.6K—2026-10-29
Raleigh Capital Management Inc.
INCREASED65+1+20%$3.8K$1.6K-$2.2K2026-10-28
Mechanics Financial Corp
NEW5—+5——$1.3K—2026-11-05
3 Factor Indexing, LLC
INCREASED41+3+300%$764$1.1K+$2952026-10-15
Redwood Park Advisors LLC
NEW2—+2——$530—2026-11-02
Maryland Capital Advisors Inc.
NEW1—+1——$265—2026-10-15
Monetary Solutions, Ltd
NEW1—+1——$265—2026-10-22
Lloyd Advisory Services, Llc.
NEW0—0——$24—2026-11-02
Generate Investment Management Ltd
CLOSED014,333-14,333-100%$10.9M$0-$10.9M2026-10-14
VMS Asset Management Limited
CLOSED09,720-9,720-100%$7.4M$0-$7.4M2026-10-15
Patton Fund Management, Inc.
CLOSED06,476-6,476-100%$4.9M$0-$4.9M2026-10-13
Exane Asset Management
CLOSED05,211-5,211-100%$4.5M$0-$4.5M2026-10-22
CGN Advisors LLC
CLOSED04,540-4,540-100%$3.5M$0-$3.5M2026-10-21
Cane Capital Partners, LLC
CLOSED04,404-4,404-100%$3.4M$0-$3.4M2026-10-23
Dara Capital US, Inc.
CLOSED03,661-3,661-100%$2.8M$0-$2.8M2026-10-29
Nicholas Wealth, Llc.
CLOSED02,714-2,714-100%$2.1M$0-$2.1M2026-10-26
Dana Investment Advisors, Inc.
CLOSED01,814-1,814-100%$1.3M$0-$1.3M2026-11-06
111 Capital
CLOSED01,809-1,809-100%$1.4M$0-$1.4M2026-11-03
Kornitzer Capital Management Inc
CLOSED01,600-1,600-100%$1.2M$0-$1.2M2026-11-03
Zega Investments, LLC
CLOSED01,396-1,396-100%$1.1M$0-$1.1M2026-11-04
AGF Management LTD
CLOSED01,313-1,313-100%$1.0M$0-$1.0M2026-11-03
M&G Plc
CLOSED01,132-1,132-100%$863.7K$0-$863.7K2026-11-04
Wellington Shields & Co., LLC
CLOSED01,049-1,049-100%$800.5K$0-$800.5K2026-11-03
Summit Global Investments
CLOSED01,040-1,040-100%$794$0-$7942026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0756-756-100%$576.9K$0-$576.9K2026-10-14
William Howard & Co Financial Advisors Inc
CLOSED0680-680-100%$518.9K$0-$518.9K2026-11-04
Cornerstone Planning Group LLC
CLOSED0642-642-100%$121.0K$0-$121.0K2026-10-16
Mystic Asset Management, Inc.
CLOSED0616-616-100%$470.1K$0-$470.1K2026-10-15
Valliance Asset Management Ltd
CLOSED0600-600-100%$457.9K$0-$457.9K2026-10-23
Tabr Capital Management, LLC
CLOSED0513-513-100%$391.5K$0-$391.5K2026-10-20
Evolution Wealth Advisors, LLC
CLOSED0454-454-100%$346.5K$0-$346.5K2026-11-03
Tactive Advisors, LLC
CLOSED0389-389-100%$296.9K$0-$296.9K2026-10-08
Vanderbilt University
CLOSED0368-368-100%$280.8K$0-$280.8K2026-11-02
Johnson Financial Group, LLC
CLOSED0354-354-100%$270.2K$0-$270.2K2026-11-03
Scarborough Advisors, LLC
CLOSED0330-330-100%$225.5K$0-$225.5K2026-10-16
Quartz Partners, LLC
CLOSED0328-328-100%$250.3K$0-$250.3K2026-11-03
Uniting Wealth Partners, LLC
CLOSED0300-300-100%$228.9K$0-$228.9K2026-11-06
Northland Securities, Inc.
CLOSED0300-300-100%$228.9K$0-$228.9K2026-11-02
Continuum Wealth Advisors, LLC
CLOSED0278-278-100%$212.2K$0-$212.2K2026-10-20
Wellington Shields Capital Management, LLC
CLOSED0200-200-100%$152.6K$0-$152.6K2026-11-03
Stone House Investment Management, LLC
CLOSED0170-170-100%$129.7K$0-$129.7K2026-10-23
Coastline Trust Co
CLOSED0168-168-100%$128.2K$0-$128.2K2026-10-01
Gill Capital Partners, LLC
CLOSED0165-165-100%$125.9K$0-$125.9K2026-10-13
Family Legacy Financial Solutions, LLC
CLOSED0155-155-100%$118.3K$0-$118.3K2026-10-07
Spectrum Wealth Advisory Group, LLC
CLOSED0148-148-100%$112.9K$0-$112.9K2026-10-29
Islay Capital Management, LLC
CLOSED0101-101-100%$77.1K$0-$77.1K2026-10-20
NBT Bank, N.A.
CLOSED061-61-100%$46.6K$0-$46.6K2026-10-21
Founders Capital Management
CLOSED061-61-100%$46.6K$0-$46.6K2026-10-13
Fairway Wealth LLC
CLOSED020-20-100%$15.3K$0-$15.3K2026-10-30
Whipplewood Advisors, LLC
CLOSED018-18-100%$13.7K$0-$13.7K2026-10-20
Kroeger Financial Partners
CLOSED011-11-100%$8.4K$0-$8.4K2026-10-19
Bullseye Investment Management, LLC
CLOSED010-10-100%$7.6K$0-$7.6K2026-10-29
Decker Retirement Planning Inc.
CLOSED08-8-100%$6.1K$0-$6.1K2026-10-19
Commonwealth Retirement Investments LLC
CLOSED08-8-100%$6.1K$0-$6.1K2026-10-26
Towne Trust Company, N.a
CLOSED07-7-100%$5.3K$0-$5.3K2026-10-28
Evolution Wealth Management Inc.
CLOSED07-7-100%$5.3K$0-$5.3K2026-10-28
NorthAvenue LLC
CLOSED04-4-100%$3.1K$0-$3.1K2026-10-29
DB Fitzpatrick & Co, Inc
CLOSED01-1-100%$763$0-$7632026-10-19
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$423.5K$591.7K+$168.2K2026-10-29
BlackRock, Inc.
N/A—21,846,397-21,846,397-100%$16.7B———
Vanguard Capital Management LLC
N/A—16,205,746-16,205,746-100%$12.4B———
State Street Corp
N/A—11,583,850-11,583,850-100%$8.8B———
Invesco Ltd.
N/A—8,392,874-8,392,874-100%$6.4B———
JPMorgan Chase & Co
N/A—8,174,463-8,174,463-100%$6.1B———
FMR LLC
N/A—7,847,117-7,847,117-100%$6.0B———
Morgan Stanley
N/A—6,494,547-6,494,547-100%$5.0B———
Vanguard Portfolio Management LLC
N/A—5,956,872-5,956,872-100%$4.5B———
Price T Rowe Associates Inc
N/A—4,308,771-4,308,771-100%$3.3M———
Jennison Associates LLC
N/A—3,760,300-3,760,300-100%$2.9B———
Norges Bank
N/A—3,669,761-3,669,761-100%$2.8B———
Bank of America Corp
N/A—2,442,263-2,442,263-100%$1.9B———
Northern Trust Corp
N/A—2,345,027-2,345,027-100%$1.8B———
Goldman Sachs Group Inc
N/A—2,214,538-2,214,538-100%$1.7B———
D. E. Shaw & Co., Inc.
N/A—2,133,301-2,133,301-100%$1.6B———
Charles Schwab Investment Management Inc
N/A—1,993,202-1,993,202-100%$1.5B———
First Trust Advisors LP
N/A—1,900,484-1,900,484-100%$1.5B———
Legal & General Group Plc
N/A—1,837,143-1,837,143-100%$1.4B———
UBS Group AG
N/A—1,721,998-1,721,998-100%$1.3B———
UBS Asset Management Americas LLC
N/A—1,646,288-1,646,288-100%$1.3B———
Vanguard Fiduciary Trust Co
N/A—1,451,861-1,451,861-100%$1.1B———
Bank of Montreal
N/A—1,447,499-1,447,499-100%$1.1B———
Wells Fargo & Company
N/A—1,414,146-1,414,146-100%$1.1B———
Ameriprise Financial Inc
N/A—1,300,886-1,300,886-100%$993.7M———
Nuveen, LLC
N/A—1,295,959-1,295,959-100%$989.0M———
Royal Bank of Canada
N/A—1,266,894-1,266,894-100%$966.8M———
Voya Investment Management LLC
N/A—1,183,040-1,183,040-100%$901.9M———
Capital Research Global Investors
N/A—1,081,875-1,081,875-100%$825.5M———
Nordea Investment Management AB
N/A—883,863-883,863-100%$667.7M———
Franklin Resources Inc
N/A—852,325-852,325-100%$650.4M———
Clearbridge Investments, LLC
N/A—812,706-812,706-100%$620.2M———
Renaissance Technologies LLC
N/A—748,960-748,960-100%$571.6M———
Employees Provident Fund Board
N/A—737,737-737,737-100%$563.0M———
Swiss National Bank
N/A—696,300-696,300-100%$531.4M———
Mariner, LLC
N/A—637,275-637,275-100%$486.1M———
IEQ Capital, LLC
N/A—630,445-630,445-100%$481.1M———
Raymond James Financial Inc
N/A—597,759-597,759-100%$456.2M———
Neuberger Berman Group LLC
N/A—571,450-571,450-100%$436.1M———
Federated Hermes, Inc.
N/A—550,473-550,473-100%$420.1M———
Vanguard Global Advisers, LLC
N/A—548,716-548,716-100%$418.7M———
Polar Capital Holdings Plc
N/A—538,439-538,439-100%$410.9M———
National Pension Service
N/A—519,230-519,230-100%$396.2M———
Rockefeller Capital Management L.P.
N/A—517,577-517,577-100%$395.0M———
HSBC Holdings PLC
N/A—499,301-499,301-100%$208.1M———
Vanguard Asset Management, Ltd
N/A—487,092-487,092-100%$371.7M———
Jacobs Levy Equity Management, Inc
N/A—482,126-482,126-100%$367.9M———
Alliancebernstein L.P.
N/A—468,328-468,328-100%$182.8M———
Rhumbline Advisers
N/A—427,492-427,492-100%$326.2M———
California Public Employees Retirement System
N/A—418,817-418,817-100%$319.6M———
American Century Companies Inc
N/A—416,432-416,432-100%$317.8M———
BNP Paribas Financial Markets
N/A—411,313-411,313-100%$313.9M———
Envestnet Asset Management Inc
N/A—399,172-399,172-100%$304.6M———
California State Teachers Retirement System
N/A—371,980-371,980-100%$283.9M———
Vident Advisory, LLC
N/A—365,598-365,598-100%$279.0M———
Stifel Financial Corp
N/A—342,558-342,558-100%$261.4M———
1832 Asset Management L.P.
N/A—327,909-327,909-100%$62.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—310,404-310,404-100%$236.9M———
Scotia Capital Inc.
N/A—309,329-309,329-100%$59.0M———
Chevy Chase Trust Holdings, LLC
N/A—297,968-297,968-100%$56.8M———
Cerity Partners LLC
N/A—292,657-292,657-100%$223.0M———
Citadel Advisors LLC
N/A—280,115-280,115-100%$213.8M———
Storebrand Asset Management AS
N/A—275,039-275,039-100%$209.9M———
Victory Capital Management Inc
N/A—272,898-272,898-100%$208.3M———
Blair William & Co
N/A—272,235-272,235-100%$207.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—267,842-267,842-100%$189.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—263,963-263,963-100%$201.4M———
New York State Common Retirement Fund
N/A—255,224-255,224-100%$194.8M———
BNP Paribas Asset Management Holding S.A.
N/A—238,181-238,181-100%$181.7M———
Canada Life Assurance Co
N/A—235,848-235,848-100%$179.6K———
AQR Capital Management LLC
N/A—230,467-230,467-100%$174.8M———
Cetera Investment Advisers
N/A—227,481-227,481-100%$173.6M———
Adage Capital Partners GP, L.L.C.
N/A—224,400-224,400-100%$171.2M———
Qube Research & Technologies Ltd
N/A—217,065-217,065-100%$165.7M———
Whittier Trust Co
N/A—216,565-216,565-100%$43.2M———
State Board of Administration of Florida Retirement System
N/A—213,914-213,914-100%$163.2M———
Aviva PLC
N/A—213,619-213,619-100%$163.0M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—211,934-211,934-100%$161.2M———
Artisan Partners Limited Partnership
N/A—207,080-207,080-100%$158.0M———
Ensign Peak Advisors, Inc
N/A—201,992-201,992-100%$154.1M———
APG Asset Management N.V.
N/A—201,932-201,932-100%$134.8M———
National Bank of Canada
N/A—195,754-195,754-100%$149.4M———
Penserra Capital Management LLC
N/A—191,665-191,665-100%$146.3K———
HighTower Advisors, LLC
N/A—189,787-189,787-100%$144.8M———
Bessemer Group Inc
N/A—189,710-189,710-100%$144.8K———
Osaic Holdings, Inc.
N/A—183,222-183,222-100%$139.8M———
Rathbones Group PLC
N/A—173,725-173,725-100%$132.6M———
Korea Investment Corp
N/A—173,241-173,241-100%$132.2M———
Schroder Investment Management Group
N/A—165,816-165,816-100%$126.5M———
Manufacturers Life Insurance Company, the
N/A—163,181-163,181-100%$124.5M———
Jones Financial Companies Lllp
N/A—161,547-161,547-100%$113.4M———
Prudential Financial Inc
N/A—161,271-161,271-100%$123.1M———
Nomura Holdings Inc
N/A—155,544-155,544-100%$118.7M———
Bank of Nova Scotia
N/A—155,024-155,024-100%$29.6M———
Handelsbanken Fonder AB
N/A—154,016-154,016-100%$117.5K———
Canada Pension Plan Investment Board
N/A—151,132-151,132-100%$115.3M———
Acadian Asset Management LLC
N/A—145,212-145,212-100%$110.8K———
Captrust Financial Advisors
N/A—144,712-144,712-100%$110.4M———
Amova Asset Management Americas, Inc.
N/A—144,667-144,667-100%$110.3M———
Huntington National Bank
N/A—143,008-143,008-100%$109.1M———
Lord, Abbett & Co. LLC
N/A—142,982-142,982-100%$109.1K———
CIBC World Market Inc.
N/A—142,745-142,745-100%$27.2M———
Natixis Advisors, LLC
N/A—142,452-142,452-100%$27.2M———
CIBC Bancorp USA Inc.
N/A—141,516-141,516-100%$108.0M———
TD Asset Management Inc
N/A—139,497-139,497-100%$106.5M———
Holocene Advisors, LP
N/A—138,645-138,645-100%$105.8M———
Strategy Capital LLC
N/A—138,538-138,538-100%$105.7M———
Danske Bank A/S
N/A—137,856-137,856-100%$105.2M———
State of Wisconsin Investment Board
N/A—131,830-131,830-100%$100.6M———
Quantinno Capital Management LP
N/A—130,703-130,703-100%$99.7M———
Royal London Asset Management LTD
N/A—128,090-128,090-100%$24.4M———
Vanguard Investments Australia, Ltd.
N/A—126,565-126,565-100%$96.6M———
Bamco Inc
N/A—126,394-126,394-100%$96.5M———
Zurich Insurance Group Ltd
N/A—124,442-124,442-100%$95.0M———
Nomura Asset Management Co LTD
N/A—121,521-121,521-100%$92.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—118,148-118,148-100%$90.2M———
Squarepoint Ops LLC
N/A—117,691-117,691-100%$89.8M———
SG Americas Securities, LLC
N/A—117,339-117,339-100%$89.5K———
Pacer Advisors, Inc.
N/A—117,212-117,212-100%$89.4K———
Peregrine Capital Management LLC
N/A—117,191-117,191-100%$89.4M———
Harvest Portfolios Group Inc.
N/A—112,511-112,511-100%$85.9M———
Wellington Management Group LLP
N/A—112,239-112,239-100%$85.7M———
SEI Investments Co
N/A—111,009-111,009-100%$84.7M———
Treasurer of the State of North Carolina
N/A—106,892-106,892-100%$81.6K———
Rafferty Asset Management, LLC
N/A—103,283-103,283-100%$78.8M———
Massachusetts Financial Services Co
N/A—102,642-102,642-100%$78.8M———
TCW Group Inc
N/A—101,572-101,572-100%$77.5M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—100,662-100,662-100%$76.8M———
KLP Kapitalforvaltning AS
N/A—99,790-99,790-100%$76.2M———
Sanctuary Advisors, LLC
N/A—95,797-95,797-100%$73.1M———
Erste Asset Management GmbH
N/A—95,416-95,416-100%$70.5M———
ARK Investment Management LLC
N/A—94,500-94,500-100%$18.0M———
Public Employees Retirement System of Ohio
N/A—94,188-94,188-100%$71.9M———
Susquehanna International Group, LLP
N/A—92,281-92,281-100%$70.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—92,031-92,031-100%$70.2M———
Northwestern Mutual Wealth Management Co
N/A—90,651-90,651-100%$69.2M———
Toronto Dominion Bank
N/A—87,350-87,350-100%$66.7M———
State of Tennessee, Department of Treasury
N/A—87,307-87,307-100%$66.6M———
Primecap Management Co
N/A—86,060-86,060-100%$65.7M———
Whittier Trust Co of Nevada Inc
N/A—85,933-85,933-100%$16.7M———
Pinebridge Investments LLC
N/A—85,735-85,735-100%$65.4M———
Tredje Ap-fonden
N/A—84,358-84,358-100%$64.4M———
Iconiq Capital, LLC
N/A—82,904-82,904-100%$63.3M———
Steward Partners Investment Advisory, LLC
N/A—79,979-79,979-100%$61.0M———
Teacher Retirement System of Texas
N/A—77,239-77,239-100%$58.9M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—75,785-75,785-100%$57.8M———
Nissay Asset Management Corp N
N/A—74,339-74,339-100%$56.7M———
Focus Partners Wealth
N/A—70,953-70,953-100%$54.1M———
Tidal Investments LLC
N/A—70,648-70,648-100%$53.9M———
Resona Asset Management Co.,Ltd.
N/A—70,551-70,551-100%$53.5M———
ABN Amro Bank N.V.
N/A—69,581-69,581-100%$53.1M———
MetLife Investment Management, LLC
N/A—69,431-69,431-100%$53.0M———
Avalon Global Asset Management LLC
N/A—67,340-67,340-100%$51.4K———
Gotham Asset Management, LLC
N/A—66,973-66,973-100%$51.1M———
Credit Agricole S A
N/A—66,940-66,940-100%$12.8M———
Mirova
N/A—66,800-66,800-100%$51.0M———
Hancock Prospecting Pty Ltd
N/A—64,949-64,949-100%$49.6M———
Guggenheim Capital LLC
N/A—64,689-64,689-100%$49.4M———
&partners
N/A—63,153-63,153-100%$48.3M———
DnB Asset Management AS
N/A—62,918-62,918-100%$48.0M———
Curi Capital, LLC
N/A—60,381-60,381-100%$46.1M———
Thomasville National Bank
N/A—60,110-60,110-100%$45.9M———
Baltimore-Washington Financial Advisors, Inc.
N/A—58,815-58,815-100%$44.9M———
Allianz Asset Management GmbH
N/A—58,741-58,741-100%$11.2M———
USS Investment Management Ltd
N/A—57,554-57,554-100%$43.9M———
One Capital Management, LLC
N/A—56,590-56,590-100%$22.1M———
Balyasny Asset Management L.P.
N/A—56,547-56,547-100%$43.2M———
Commerce Bank
N/A—56,324-56,324-100%$43.0M———
Janney Montgomery Scott LLC
N/A—56,108-56,108-100%$42.8K———
Private Advisor Group, LLC
N/A—55,424-55,424-100%$42.3M———
Ossiam
N/A—55,272-55,272-100%$42.2M———
Woodline Partners LP
N/A—54,223-54,223-100%$41.4M———
MML Investors Services, LLC
N/A—51,968-51,968-100%$39.7M———
Wedbush Fund Advisers, LLC
N/A—51,925-51,925-100%$39.6M———
Verition Fund Management LLC
N/A—51,374-51,374-100%$39.2M———
Gabelli Funds LLC
N/A—50,671-50,671-100%$38.7M———
Summit Partners Public Asset Management, LLC
N/A—50,000-50,000-100%$38.2M———
NewEdge Wealth, LLC
N/A—49,793-49,793-100%$38.0M———
DF Dent & Co Inc
N/A—48,630-48,630-100%$37.1M———
Federation des caisses Desjardins du Quebec
N/A—48,585-48,585-100%$37.1M———
Tiaa Wealth Investment Management LLC
N/A—47,811-47,811-100%$36.5M———
NZS Capital, LLC
N/A—47,712-47,712-100%$36.4M———
Voloridge Investment Management, LLC
N/A—47,555-47,555-100%$36.3M———
Public Sector Pension Investment Board
N/A—46,671-46,671-100%$35.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—46,364-46,364-100%$35.4M———
M&T Bank Corp
N/A—45,778-45,778-100%$34.9M———
Panagora Asset Management Inc
N/A—45,150-45,150-100%$34.5M———
Andra Ap-fonden
N/A—44,792-44,792-100%$34.2M———
Valiant Capital Management, L.P.
N/A—44,576-44,576-100%$34.0M———
O'shaughnessy Asset Management, LLC
N/A—44,257-44,257-100%$33.8M———
Schonfeld Strategic Advisors LLC
N/A—43,683-43,683-100%$33.3M———
KKM Financial LLC
N/A—43,253-43,253-100%$8.3M———
Capitolis Liquid Global Markets LLC
N/A—42,413-42,413-100%$32.4M———
Prudential PLC
N/A—42,160-42,160-100%$32.2M———
Mediolanum International Funds Ltd
N/A—41,945-41,945-100%$31.2M———
Teachers Retirement System of the State of Kentucky
N/A—41,267-41,267-100%$31.5K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—41,113-41,113-100%$31.3M———
Westwood Holdings Group Inc
N/A—41,103-41,103-100%$31.4M———
Life Cycle Investment Partners Ltd
N/A—40,920-40,920-100%$31.2M———
Varma Mutual Pension Insurance Co
N/A—40,215-40,215-100%$30.7M———
Picton Mahoney Asset Management
N/A—39,227-39,227-100%$29.9M———
Aptus Capital Advisors, LLC
N/A—39,116-39,116-100%$20.4M———
LMR Partners LLP
N/A—38,833-38,833-100%$29.6M———
Beck Bode, LLC
N/A—38,321-38,321-100%$29.2M———
Utah Retirement Systems
N/A—38,100-38,100-100%$29.1M———
Mercer Global Advisors Inc
N/A—38,062-38,062-100%$29.0M———
CCM Investment Advisers LLC
N/A—37,861-37,861-100%$28.9M———
Advisory Services Network, LLC
N/A—37,833-37,833-100%$28.9M———
Police & Firemen's Retirement System of New Jersey
N/A—37,623-37,623-100%$28.7M———
Macquarie Group LTD
N/A—37,619-37,619-100%$17.2M———
Winton Group Ltd
N/A—37,402-37,402-100%$28.5M———
Beacon Pointe Advisors, LLC
N/A—37,400-37,400-100%$28.5M———
Aristotle Atlantic Partners, LLC
N/A—37,122-37,122-100%$28.3M———
British Columbia Investment Management Corp
N/A—37,024-37,024-100%$28.3M———
MAI Capital Management
N/A—36,109-36,109-100%$27.6M———
Bluespring Wealth Management, LLC
N/A—35,998-35,998-100%$27.5M———
Baird Financial Group, Inc.
N/A—35,968-35,968-100%$27.4M———
Susquehanna Fundamental Investments, LLC
N/A—35,885-35,885-100%$27.4M———
Summit Trail Advisors, LLC
N/A—35,660-35,660-100%$27.2M———
Bradley Foster & Sargent Inc
N/A—35,566-35,566-100%$27.1M———
Liontrust Investment Partners LLP
N/A—35,054-35,054-100%$26.8M———
Engineers Gate Manager LP
N/A—34,803-34,803-100%$26.6M———
Millennium Management LLC
N/A—34,609-34,609-100%$26.4M———
Ithaka Group LLC
N/A—34,334-34,334-100%$26.2M———
Investment Management Corp of Ontario
N/A—34,069-34,069-100%$26.0M———
Azimuth Capital Investment Management LLC
N/A—33,921-33,921-100%$25.9M———
Moneta Group Investment Advisors LLC
N/A—33,888-33,888-100%$6.5M———
Marshall Wace, LLP
N/A—33,560-33,560-100%$25.6M———
Brandywine Managers, LLC
N/A—32,439-32,439-100%$24.8M———
Wealthfront Advisers LLC
N/A—32,271-32,271-100%$24.6M———
Arax Advisory Partners
N/A—32,266-32,266-100%$24.6M———
Public Employees Retirement Association of Colorado
N/A—31,901-31,901-100%$24.3K———
Pathstone Holdings, LLC
N/A—31,515-31,515-100%$24.1M———
Spartan Wealth Advisory Services LLC
N/A—31,407-31,407-100%$24.0M———
Equitable Holdings, Inc.
N/A—30,835-30,835-100%$23.5M———
LGT Group Foundation
N/A—30,806-30,806-100%$23.5M———
BTC Capital Management, Inc.
N/A—30,519-30,519-100%$23.3M———
Brown Advisory Inc
N/A—30,306-30,306-100%$23.1M———
Stratos Wealth Partners, Ltd.
N/A—30,130-30,130-100%$23.0M———
Ilmarinen Mutual Pension Insurance Co
N/A—30,070-30,070-100%$22.9K———
Blue Sparrow, LLC
N/A—30,000-30,000-100%$22.9M———
Shelton Capital Management
N/A—29,757-29,757-100%$22.7M———
Knollwood Investment Advisory, LLC
N/A—29,399-29,399-100%$22.4M———
Oribel Capital Management, LP
N/A—29,300-29,300-100%$22.4M———
Man Group plc
N/A—29,128-29,128-100%$22.2M———
NewEdge Advisors, LLC
N/A—29,035-29,035-100%$22.2M———
North Star Asset Management Inc
N/A—28,505-28,505-100%$21.8M———
Vanguard Personalized Indexing Management, LLC
N/A—28,437-28,437-100%$21.7M———
Jupiter Topco LLC
N/A—28,130-28,130-100%$21.5M———
Arrowstreet Capital, Limited Partnership
N/A—28,128-28,128-100%$21.5M———
Geneos Wealth Management Inc.
N/A—27,645-27,645-100%$21.1M———
LGT Fund Management Co Ltd.
N/A—27,631-27,631-100%$21.1M———
Zevin Asset Management LLC
N/A—27,010-27,010-100%$20.6M———
King Wealth Management Group
N/A—26,760-26,760-100%$20.4K———
Stephens Inc
N/A—26,533-26,533-100%$20.3M———
Two Sigma Investments, LP
N/A—26,295-26,295-100%$20.1M———
Cresset Asset Management, LLC
N/A—25,923-25,923-100%$19.8M———
Rheos Capital Works Inc.
N/A—25,000-25,000-100%$19.1K———
Norinchukin Bank, The
N/A—24,939-24,939-100%$19.0M———
Bridgewater Associates, LP
N/A—24,845-24,845-100%$19.0M———
O'Neil Global Advisors, Inc.
N/A—24,215-24,215-100%$18.5M———
Blue Chip Partners, LLC
N/A—24,189-24,189-100%$18.5M———
Peak6 LLC
N/A—23,998-23,998-100%$18.3M———
Summit Financial, LLC
N/A—23,626-23,626-100%$18.0M———
Allstate Corp
N/A—23,276-23,276-100%$17.8M———
CI Investments Inc.
N/A—23,104-23,104-100%$17.6M———
Parallax Volatility Advisers, L.P.
N/A—22,875-22,875-100%$17.5M———
Mufg Securities Emea plc
N/A—22,849-22,849-100%$17.4M———
Integrated Wealth Concepts LLC
N/A—22,443-22,443-100%$17.1M———
Elo Mutual Pension Insurance Co
N/A—22,321-22,321-100%$17.0M———
Robinhood Asset Management, LLC
N/A—22,081-22,081-100%$16.9M———
Jane Street Group, LLC
N/A—21,759-21,759-100%$16.6M———
Harvest Fund Management Co., Ltd
N/A—21,530-21,530-100%$16.4K———
WCG Wealth Advisors LLC
N/A—21,444-21,444-100%$16.4M———
Callan Family Office, LLC
N/A—21,158-21,158-100%$16.1M———
QRG Capital Management, Inc.
N/A—20,711-20,711-100%$15.8M———
Portland Global Advisors LLC
N/A—20,678-20,678-100%$15.8M———
Howe & Rusling Inc
N/A—20,388-20,388-100%$15.6M———
Flputnam Investment Management Co
N/A—20,185-20,185-100%$15.4M———
Mizuho Securities USA LLC
N/A—19,927-19,927-100%$15.2M———
EP Wealth Advisors, LLC
N/A—19,753-19,753-100%$15.1M———
IQ EQ Fund Management (Ireland) Ltd
N/A—19,586-19,586-100%$14.9M———
Abu Dhabi Investment Council Co P.j.s.c
N/A—19,260-19,260-100%$14.7M———
New Age Alpha Advisors, LLC
N/A—19,028-19,028-100%$14.5M———
Arthedge Capital Management, LLC
N/A—18,840-18,840-100%$14.4M———
United Capital Financial Advisors, LLC
N/A—18,546-18,546-100%$14.2M———
Stephens Investment Management Group LLC
N/A—18,469-18,469-100%$14.1M———
Alphadyne Asset Management LP
N/A—18,450-18,450-100%$3.5M———
Nomura Asset Management International Inc.
N/A—18,232-18,232-100%$13.9M———
Circle Wealth Management, LLC
N/A—17,992-17,992-100%$13.7M———
Berger Financial Group, Inc
N/A—17,978-17,978-100%$13.7M———
Gladstone Institutional Advisory LLC
N/A—17,371-17,371-100%$13.3M———
Atlantic Union Bankshares Corp
N/A—17,330-17,330-100%$13.2M———
Stelac Advisory Services LLC
N/A—17,300-17,300-100%$13.2M———
Lazard Asset Management LLC
N/A—17,283-17,283-100%$13.2M———
Saudi Central Bank
N/A—17,281-17,281-100%$13.2M———
SIG Brokerage, LP
N/A—17,159-17,159-100%$13.1M———
Daybright Advisory Services, Inc.
N/A—16,493-16,493-100%$3.1M———
1248 Management, LLC
N/A—16,383-16,383-100%$12.5M———
E Fund Management Co., Ltd.
N/A—16,080-16,080-100%$12.3M———
MidFirst Bank
N/A—15,959-15,959-100%$12.2M———
Arkadios Wealth Advisors
N/A—15,935-15,935-100%$12.2M———
Mattson Financial Services, LLC
N/A—15,927-15,927-100%$3.2M———
Van Eck Associates Corp
N/A—15,656-15,656-100%$11.9M———
Kentucky Retirement Systems
N/A—15,610-15,610-100%$11.9M———
Daiichi Life Insurance Co., Ltd.
N/A—15,479-15,479-100%$11.8M———
Granite Bay Wealth Management, LLC
N/A—15,419-15,419-100%$11.8K———
Freestone Grove Partners LP
N/A—15,406-15,406-100%$11.8M———
NorthRock Partners, LLC
N/A—15,264-15,264-100%$2.9M———
AE Wealth Management LLC
N/A—15,201-15,201-100%$11.6M———
Gamco Investors, Inc. ET AL
N/A—15,001-15,001-100%$11.4M———
NWI Management LP
N/A—15,000-15,000-100%$11.4K———
Caprock Group, LLC
N/A—14,894-14,894-100%$11.4M———
Banco Santander, S.A.
N/A—14,869-14,869-100%$11.3M———
Dnca Finance
N/A—14,850-14,850-100%$11.3M———
Titan Wealth (CI) Ltd
N/A—14,752-14,752-100%$11.3M———
Advisors Asset Management, Inc.
N/A—14,610-14,610-100%$11.1M———
Horizon Investments, LLC
N/A—14,606-14,606-100%$2.8M———
Walleye Capital LLC
N/A—14,355-14,355-100%$11.0M———
Crosslink Capital Inc
N/A—14,205-14,205-100%$10.8M———
Pine Valley Investments Ltd Liability Co
N/A—14,067-14,067-100%$10.7M———
BNP Paribas
N/A—14,027-14,027-100%$10.7M———
Omers Administration Corp
N/A—13,805-13,805-100%$10.5M———
Silvant Capital Management LLC
N/A—13,760-13,760-100%$10.5M———
Great Valley Advisor Group, Inc.
N/A—13,716-13,716-100%$10.5M———
IMA Advisory Services, Inc.
N/A—13,712-13,712-100%$10.5M———
Empowered Funds, LLC
N/A—13,537-13,537-100%$10.3M———
Kintra Wealth, LLC
N/A—13,415-13,415-100%$3.0M———
Maytus Capital Management, LLC
N/A—13,400-13,400-100%$10.2M———
Resources Management Corp
N/A—13,314-13,314-100%$10.2M———
Centiva Capital, LP
N/A—13,239-13,239-100%$10.1M———
EFG International AG
N/A—13,230-13,230-100%$8.4M———
Ameritas Advisory Services, LLC
N/A—13,228-13,228-100%$10.1M———
Shepherd Wealth Management Ltd Liability Co
N/A—13,052-13,052-100%$2.7M———
Parsonex Advisory Services, Inc.
N/A—12,927-12,927-100%$9.9M———
LOS Angeles Capital Management LLC
N/A—12,662-12,662-100%$9.7M———
Kingsview Wealth Management, LLC
N/A—12,635-12,635-100%$9.6M———
Thoroughbred Financial Services, LLC
N/A—12,600-12,600-100%$9.6K———
Allianz SE
N/A—12,037-12,037-100%$2.3M———
Vestcor Inc
N/A—11,977-11,977-100%$9.1K———
Beck Capital Management, LLC
N/A—11,974-11,974-100%$9.1M———
Lombard Odier Asset Management (Switzerland) SA
N/A—11,906-11,906-100%$9.1M———
Vinva Investment Management Ltd
N/A—11,854-11,854-100%$8.8M———
Meridiem Capital Partners LP
N/A—11,823-11,823-100%$9.0M———
Benjamin Edwards Inc
N/A—11,766-11,766-100%$9.0M———
Parkwood LLC
N/A—11,745-11,745-100%$9.0K———
Occudo Quantitative Strategies LP
N/A—11,740-11,740-100%$9.0M———
Orion Porfolio Solutions, LLC
N/A—11,738-11,738-100%$9.0M———
Kultura Capital Management LP
N/A—11,640-11,640-100%$8.9M———
Hemenway Trust Co LLC
N/A—11,508-11,508-100%$8.8M———
Henson-Edgewater Management, LLC
N/A—11,460-11,460-100%$2.5M———
IHT Wealth Management, LLC
N/A—11,460-11,460-100%$8.7M———
Ameritas Investment Partners, Inc.
N/A—11,416-11,416-100%$8.7M———
Independent Advisor Alliance
N/A—11,381-11,381-100%$8.7M———
Laffer Tengler Investments, Inc.
N/A—11,292-11,292-100%$8.6M———
Siemens Fonds Invest GmbH
N/A—11,233-11,233-100%$8.6M———
First Washington Corp
N/A—11,225-11,225-100%$8.6M———
Caisse de Depot ET Placement DU Quebec
N/A—11,156-11,156-100%$8.5M———
Faithward Advisors, LLC
N/A—11,125-11,125-100%$8.5M———
Harbour Investments, Inc.
N/A—11,103-11,103-100%$8.5M———
Black Swift Group, LLC
N/A—10,912-10,912-100%$8.3M———
Tower Research Capital LLC (TRC)
N/A—10,882-10,882-100%$8.3M———
Fort Sheridan Advisors LLC
N/A—10,758-10,758-100%$8.2M———
Broderick Brian C
N/A—10,675-10,675-100%$8.1M———
Sequoia Financial Advisors, LLC
N/A—10,533-10,533-100%$8.0M———
Snowden Capital Advisors LLC
N/A—10,506-10,506-100%$8.0M———
Pursue Wealth Partners LLC
N/A—10,419-10,419-100%$8.0M———
Fred Alger Management, LLC
N/A—10,314-10,314-100%$7.9M———
HighPoint Advisor Group LLC
N/A—10,300-10,300-100%$7.9M———
Cascade Financial Partners, LLC
N/A—10,222-10,222-100%$7.8M———
Altrafin AG
N/A—10,096-10,096-100%$7.7M———
FWG Holdings, LLC
N/A—10,072-10,072-100%$1.8M———
Sands Capital Management, LLC
N/A—10,020-10,020-100%$7.6M———
Siren, L.L.C.
N/A—10,000-10,000-100%$7.6M———
Mutual Advisors, LLC
N/A—9,990-9,990-100%$7.6M———
Western Wealth Management, LLC
N/A—9,979-9,979-100%$7.6M———
Coastal Bridge Advisors, LLC
N/A—9,941-9,941-100%$7.6M———
Oder Investment Management, LLC
N/A—9,740-9,740-100%$1.9M———
OneDigital Investment Advisors LLC
N/A—9,648-9,648-100%$7.4M———
Global Retirement Partners, LLC
N/A—9,625-9,625-100%$7.3M———
Wealthspire Advisors, LLC
N/A—9,372-9,372-100%$7.2M———
Seneca House Advisors
N/A—9,327-9,327-100%$7.1M———
Vestmark Advisory Solutions, Inc.
N/A—9,291-9,291-100%$7.1M———
WealthShield Partners, LLC
N/A—9,250-9,250-100%$7.1M———
Banque Cantonale Vaudoise
N/A—9,142-9,142-100%$7.0M———
Meeder Advisory Services, Inc.
N/A—9,126-9,126-100%$7.0M———
Edmond de Rothschild Holding S.A.
N/A—8,962-8,962-100%$6.8M———
CSM Advisors, LLC
N/A—8,926-8,926-100%$6.8K———
Kovack Advisors, Inc.
N/A—8,921-8,921-100%$6.9M———
Proactive Wealth Strategies LLC
N/A—8,858-8,858-100%$6.8M———
Cary Street Partners Financial LLC
N/A—8,768-8,768-100%$6.7M———
Intesa Sanpaolo S.p.A.
N/A—8,747-8,747-100%$6.7M———
Next Century Growth Investors LLC
N/A—8,735-8,735-100%$6.7M———
Marshall Investment Management, LLC
N/A—8,621-8,621-100%$6.6M———
Stonebridge Capital Advisors LLC
N/A—8,529-8,529-100%$6.5M———
Fiduciary Trust Co
N/A—8,501-8,501-100%$6.5M———
RWA Wealth Partners, LLC
N/A—8,472-8,472-100%$6.5M———
Oddo BHF Asset Management SAS
N/A—8,448-8,448-100%$6.4M———
PFG Investments, LLC
N/A—8,400-8,400-100%$6.4M———
Brown Brothers Harriman & Co
N/A—8,326-8,326-100%$6.4M———
Insigneo Advisory Services, LLC
N/A—8,306-8,306-100%$6.3M———
Oversea-Chinese Banking Corp Ltd
N/A—8,292-8,292-100%$6.3M———
Campbell & Co Investment Adviser LLC
N/A—8,267-8,267-100%$6.3M———
Belpointe Asset Management LLC
N/A—8,239-8,239-100%$6.3M———
Main Management ETF Advisors, LLC
N/A—8,172-8,172-100%$6.2K———
Northwestern Mutual Investment Management Company, LLC
N/A—8,160-8,160-100%$6.2M———
Jain Global LLC
N/A—8,042-8,042-100%$6.1M———
Alight Capital Management LP
N/A—8,000-8,000-100%$6.1M———
Waverly Advisors, LLC
N/A—7,963-7,963-100%$6.1M———
Osmosis Investment Management UK Ltd
N/A—7,711-7,711-100%$5.9M———
Modus Advisors, LLC
N/A—7,693-7,693-100%$5.9M———
Mufg Securities Americas Inc.
N/A—7,667-7,667-100%$5.9M———
Fora Capital, LLC
N/A—7,621-7,621-100%$5.8M———
Elm Partners Management LLC
N/A—7,596-7,596-100%$5.8M———
Metis Global Partners, LLC
N/A—7,582-7,582-100%$5.8M———
ExodusPoint Capital Management, LP
N/A—7,491-7,491-100%$5.7M———
Centric Wealth Management
N/A—7,471-7,471-100%$3.5M———
Coldstream Capital Management Inc
N/A—7,460-7,460-100%$5.7M———
ING Groep NV
N/A—7,333-7,333-100%$5.6M———
World Investment Advisors
N/A—7,280-7,280-100%$3.2M———
Kiley Juergens Wealth Management, LLC
N/A—7,149-7,149-100%$5.5M———
Glenmede Trust Co NA
N/A—7,116-7,116-100%$5.4M———
Alaethes Wealth, LLC
N/A—7,040-7,040-100%$5.4M———
Private Wealth Asset Management, LLC
N/A—7,012-7,012-100%$5.4M———
BFC Planning, Inc.
N/A—6,966-6,966-100%$5.3M———
Monetary Management Group Inc
N/A—6,955-6,955-100%$5.3M———
Algert Global LLC
N/A—6,894-6,894-100%$5.3M———
Cornerstone Capital, Inc.
N/A—6,885-6,885-100%$5.3M———
Ausdal Financial Partners, Inc.
N/A—6,862-6,862-100%$5.2M———
Ingalls & Snyder LLC
N/A—6,840-6,840-100%$5.2K———
Meiji Yasuda Asset Management Co Ltd.
N/A—6,839-6,839-100%$5.2M———
Sumitomo Life Insurance Co
N/A—6,789-6,789-100%$5.2M———
L & S Advisors Inc
N/A—6,752-6,752-100%$5.2M———
Board of Trustees of The Leland Stanford Junior University
N/A—6,713-6,713-100%$5.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,678-6,678-100%$5.1M———
Principal Securities, Inc.
N/A—6,607-6,607-100%$5.0M———
OAK Associates LTD
N/A—6,576-6,576-100%$5.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—6,564-6,564-100%$5.0M———
SIT Investment Associates Inc
N/A—6,500-6,500-100%$5.0K———
Kentucky Retirement Systems Insurance Trust Fund
N/A—6,478-6,478-100%$4.9M———
IFG Advisory, LLC
N/A—6,446-6,446-100%$4.9M———
SCS Capital Management LLC
N/A—6,373-6,373-100%$4.9M———
Morse Asset Management, Inc
N/A—6,349-6,349-100%$4.8M———
Foundations Investment Advisors, LLC
N/A—6,268-6,268-100%$4.8M———
Harbor Advisors LLC
N/A—6,250-6,250-100%$4.8M———
Moore Capital Management, LP
N/A—6,240-6,240-100%$4.8M———
Galaxy Digital Capital Management GP LLC
N/A—6,210-6,210-100%$4.7M———
Bluebird Wealth Management LLC
N/A—6,199-6,199-100%$4.7M———
Envestnet Portfolio Solutions, Inc.
N/A—6,105-6,105-100%$4.6M———
Canada Post Corp Registered Pension Plan
N/A—6,060-6,060-100%$4.6M———
Kirtland Hills Capital Management, LLC
N/A—6,014-6,014-100%$4.6M———
NCP Inc.
N/A—5,950-5,950-100%$4.5M———
Fairfield, Bush & Co.
N/A—5,900-5,900-100%$4.5M———
Stonebridge Financial Group, LLC
N/A—5,895-5,895-100%$4.5K———
Cornerstone Select Advisors, LLC
N/A—5,754-5,754-100%$4.4M———
Argent Trust Co
N/A—5,754-5,754-100%$4.4M———
Apriem Advisors
N/A—5,739-5,739-100%$4.4M———
Bridgewater Advisors Inc.
N/A—5,719-5,719-100%$915.3K———
Hamilton Wealth, LLC
N/A—5,692-5,692-100%$4.3M———
Mmbg Investment Advisors Co.
N/A—5,598-5,598-100%$4.3M———
Intech Investment Management LLC
N/A—5,498-5,498-100%$4.2M———
Benchmark Investment Advisors LLC
N/A—5,486-5,486-100%$4.2M———
SlateStone Wealth, LLC
N/A—5,460-5,460-100%$4.2K———
Krane Funds Advisors LLC
N/A—5,431-5,431-100%$4.1M———
Triton Financial Group Inc
N/A—5,422-5,422-100%$4.1M———
Elevation Advisory Partners LLC
N/A—5,313-5,313-100%$1.1M———
Evelyn Partners Group Ltd
N/A—5,281-5,281-100%$1.1M———
Legato Capital Management LLC
N/A—5,178-5,178-100%$4.0M———
Keystone Financial Group
N/A—5,177-5,177-100%$4.0M———
AssuredPartners Investment Advisors, LLC
N/A—5,177-5,177-100%$4.0M———
RBF Capital, LLC
N/A—5,000-5,000-100%$3.8M———
Hudson Value Partners, LLC
N/A—5,000-5,000-100%$3.8M———
Northwest & Ethical Investments L.P.
N/A—4,944-4,944-100%$3.8M———
Bernard Wealth Management Corp.
N/A—4,860-4,860-100%$3.7M———
Westpac Banking Corp
N/A—4,825-4,825-100%$3.7M———
EMC Capital Management
N/A—4,800-4,800-100%$917.0K———
Ethos Financial Group, LLC
N/A—4,785-4,785-100%$858.4K———
Savvy Advisors, Inc.
N/A—4,714-4,714-100%$3.6M———
Jaffetilchin Investment Partners, LLC
N/A—4,714-4,714-100%$3.6M———
Jasper Ridge Partners, L.P.
N/A—4,644-4,644-100%$3.5M———
Nicolet Bankshares Inc
N/A—4,599-4,599-100%$1.5M———
Freestone Capital Holdings, LLC
N/A—4,572-4,572-100%$3.5M———
Reliant Investment Partners, LLC
N/A—4,572-4,572-100%$3.5M———
Centaurus Financial, Inc.
N/A—4,572-4,572-100%$3.5K———
Legend Capital Advisors LLC
N/A—4,539-4,539-100%$3.5M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—4,512-4,512-100%$3.4M———
Dakota Wealth Management
N/A—4,505-4,505-100%$3.4M———
Voleon Capital Management LP
N/A—4,354-4,354-100%$3.3M———
Maridea Wealth Management LLC
N/A—4,353-4,353-100%$3.3M———
Highview Capital Management LLC
N/A—4,339-4,339-100%$3.3M———
Titan Investment Solutions Ltd
N/A—4,323-4,323-100%$824.8K———
CreativeOne Wealth, LLC
N/A—4,320-4,320-100%$3.3M———
FourThought Financial Partners, LLC
N/A—4,249-4,249-100%$3.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—4,229-4,229-100%$3.2M———
Cunning Capital Partners, LP
N/A—4,200-4,200-100%$3.2K———
Wealth Management Associates, Inc.
N/A—4,192-4,192-100%$3.2M———
a16z Perennial Management, L.P.
N/A—4,168-4,168-100%$3.2M———
Baldwin Investment Management, LLC
N/A—4,143-4,143-100%$3.2M———
Emissary Wealth LLC
N/A—4,115-4,115-100%$3.1M———
Founders Financial Alliance, LLC
N/A—4,109-4,109-100%$3.1M———
Palumbo Wealth Management LLC
N/A—4,060-4,060-100%$3.1M———
Somerville Kurt F
N/A—4,041-4,041-100%$3.1M———
ArrowMark Colorado Holdings LLC
N/A—4,000-4,000-100%$3.1M———
Paragon Financial Partners, Inc.
N/A—4,000-4,000-100%$763.4K———
StepStone Group LP
N/A—3,922-3,922-100%$748.3K———
Caisse DES Depots ET Consignations
N/A—3,912-3,912-100%$3.0M———
Venturi Wealth Management, LLC
N/A—3,875-3,875-100%$3.0M———
Fortis Capital Advisors, LLC
N/A—3,848-3,848-100%$2.9M———
Defiance ETFs, LLC
N/A—3,828-3,828-100%$739.5K———
Mason & Associates Inc
N/A—3,824-3,824-100%$2.9M———
Atika Capital Management LLC
N/A—3,800-3,800-100%$2.9M———
Perennial Investment Advisors, LLC
N/A—3,795-3,795-100%$2.9M———
Menard Financial Group LLC
N/A—3,793-3,793-100%$2.9M———
Riverstone Advisors, LLC
N/A—3,765-3,765-100%$2.9M———
Aventura Private Wealth, LLC
N/A—3,756-3,756-100%$2.9M———
Synergy Financial Group, LTD
N/A—3,740-3,740-100%$2.9M———
Tyche Wealth Partners LLC
N/A—3,740-3,740-100%$2.9M———
Capital Advisors Inc
N/A—3,709-3,709-100%$2.8M———
Brookwood Investment Group LLC
N/A—3,700-3,700-100%$2.8M———
Frec Markets, Inc.
N/A—3,628-3,628-100%$2.8M———
Vega Investment Solutions
N/A—3,601-3,601-100%$972.6K———
BW Gestao de Investimentos Ltda.
N/A—3,573-3,573-100%$2.7M———
Vectors Research Management, LLC
N/A—3,560-3,560-100%$2.7M———
Odyssean, LLC
N/A—3,555-3,555-100%$2.7M———
Silver OAK Securities, Incorporated
N/A—3,541-3,541-100%$2.7M———
Regal Investment Advisors LLC
N/A—3,531-3,531-100%$2.7M———
Eventide Asset Management, LLC
N/A—3,519-3,519-100%$2.6M———
Baader Bank Aktiengesellschaft
N/A—3,500-3,500-100%$2.7M———
Boothbay Fund Management, LLC
N/A—3,497-3,497-100%$2.7M———
Stamos Capital Partners, L.P.
N/A—3,488-3,488-100%$2.7M———
Phoenix Financial Ltd.
N/A—3,396-3,396-100%$2.6M———
Sun Financial Inc
N/A—3,390-3,390-100%$763.3K———
Smartleaf Asset Management LLC
N/A—3,275-3,275-100%$2.4M———
GSA Capital Partners LLP
N/A—3,268-3,268-100%$2.5K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—3,260-3,260-100%$2.5M———
Brevan Howard Capital Management LP
N/A—3,240-3,240-100%$2.5M———
Nwam LLC
N/A—3,229-3,229-100%$2.5M———
Stratos Wealth Advisors, LLC
N/A—3,220-3,220-100%$2.5M———
Liberty One Investment Management, LLC
N/A—3,167-3,167-100%$2.4M———
Ninepoint Partners LP
N/A—3,161-3,161-100%$2.4M———
Hershey Financial Advisers, LLC
N/A—3,151-3,151-100%$2.4M———
Marble Wealth, LLC
N/A—3,089-3,089-100%$2.4M———
Delta Investment Management, LLC
N/A—3,070-3,070-100%$2.3M———
Numerai GP LLC
N/A—3,059-3,059-100%$2.3M———
Boston Family Office LLC
N/A—3,051-3,051-100%$2.3K———
PeakShares LLC
N/A—3,034-3,034-100%$2.3B———
Ballentine Partners, LLC
N/A—3,026-3,026-100%$2.3M———
KP Management LLC
N/A—3,000-3,000-100%$572.4K———
Drive Wealth Management, LLC
N/A—2,997-2,997-100%$2.3M———
SummitTX Capital, L.P.
N/A—2,996-2,996-100%$2.3M———
Valtrion Capital Management, LLC
N/A—2,978-2,978-100%$2.3M———
Stratos Investment Management, LLC
N/A—2,974-2,974-100%$2.3M———
Garden State Investment Advisory Services LLC
N/A—2,940-2,940-100%$2.2M———
Empower Advisory Group, LLC
N/A—2,938-2,938-100%$2.2M———
Reyl & Cie S.A.
N/A—2,843-2,843-100%$1.1M———
Rehmann Capital Advisory Group
N/A—2,824-2,824-100%$2.2M———
Fidelis Capital Partners, LLC
N/A—2,817-2,817-100%$2.1M———
Entropy Technologies, LP
N/A—2,810-2,810-100%$2.1M———
Composition Wealth, LLC
N/A—2,801-2,801-100%$2.1M———
Sykon Capital LLC
N/A—2,796-2,796-100%$2.1M———
Lafayette Investments, Inc.
N/A—2,770-2,770-100%$2.1M———
Dorsey & Whitney Trust Co LLC
N/A—2,747-2,747-100%$2.1M———
Dynasty Wealth Management, LLC
N/A—2,716-2,716-100%$518.2K———
Meiji Yasuda Life Insurance Co
N/A—2,654-2,654-100%$2.0M———
Intellus Advisors LLC
N/A—2,625-2,625-100%$2.0M———
Focus Partners Advisor Solutions, LLC
N/A—2,606-2,606-100%$2.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,592-2,592-100%$2.0M———
Scientech Research LLC
N/A—2,573-2,573-100%$2.0M———
Pinnacle Financial Partners, Inc.
N/A—2,533-2,533-100%$1.9M———
Buffalo Business & Estate Services LTD
N/A—2,518-2,518-100%$1.9M———
Catalyst Funds Management Pty Ltd
N/A—2,513-2,513-100%$1.9M———
Element Capital Management LLC
N/A—2,500-2,500-100%$1.9M———
Revere Asset Management, Inc
N/A—2,482-2,482-100%$1.9M———
Waterloo Capital, L.P.
N/A—2,466-2,466-100%$1.9M———
Goldstream Capital Management Ltd
N/A—2,395-2,395-100%$1.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,363-2,363-100%$1.8M———
Truvestments Capital LLC
N/A—2,350-2,350-100%$1.8M———
RiverFront Investment Group, LLC
N/A—2,349-2,349-100%$1.8M———
Brandywine Trust Co
N/A—2,336-2,336-100%$1.8M———
Daner Wealth Management, LLC
N/A—2,324-2,324-100%$524.1K———
Monetta Financial Services Inc
N/A—2,300-2,300-100%$1.8M———
AFT, Forsyth & Company, Inc.
N/A—2,286-2,286-100%$1.7M———
Alpine Woods Capital Investors, LLC
N/A—2,281-2,281-100%$1.7M———
Stevens Capital Management LP
N/A—2,279-2,279-100%$1.7K———
Keystone Investors PTE LTD
N/A—2,267-2,267-100%$1.7M———
Ducere Wealth Management LLC
N/A—2,243-2,243-100%$1.7M———
Polymer Capital Management (US) LLC
N/A—2,233-2,233-100%$1.7M———
Groupama Asset Managment
N/A—2,210-2,210-100%$1.7M———
Elefante Mark B
N/A—2,204-2,204-100%$1.7M———
Banco BTG Pactual S.A.
N/A—2,201-2,201-100%$1.7M———
Wrapmanager Inc
N/A—2,200-2,200-100%$419.7K———
Hantz Financial Services, Inc.
N/A—2,194-2,194-100%$1.7K———
Railway Pension Investments Ltd
N/A—2,190-2,190-100%$1.7M———
Red Door Wealth Management, LLC
N/A—2,130-2,130-100%$1.6M———
Brown Financial Advisors
N/A—2,128-2,128-100%$1.6M———
Battery Global Advisors, LLC
N/A—2,108-2,108-100%$1.6M———
Goldstone Financial Group, LLC
N/A—2,077-2,077-100%$1.6M———
Lifeworks Advisors, LLC
N/A—2,067-2,067-100%$1.6M———
Forefront Wealth Partners, LLC
N/A—2,061-2,061-100%$1.6M———
Owen LaRue, LLC
N/A—2,036-2,036-100%$1.6M———
Peapack Gladstone Financial Corp
N/A—2,029-2,029-100%$1.5K———
Van Hulzen Asset Management, LLC
N/A—2,027-2,027-100%$1.5M———
Syon Capital LLC
N/A—2,010-2,010-100%$1.5M———
Needham Investment Management LLC
N/A—2,000-2,000-100%$1.5M———
FIL Ltd
N/A—1,996-1,996-100%$1.5M———
Cladis Investment Advisory, LLC
N/A—1,993-1,993-100%$1.5M———
Commerzbank Aktiengesellschaft
N/A—1,976-1,976-100%$1.5K———
Delaney Dennis R
N/A—1,960-1,960-100%$1.5M———
Tailwinds Wealth, LLC
N/A—1,954-1,954-100%$1.5M———
National Philanthropic Trust
N/A—1,947-1,947-100%$1.5M———
Octavia Wealth Advisors, LLC
N/A—1,939-1,939-100%$1.5M———
Naviter Wealth, LLC
N/A—1,935-1,935-100%$1.5M———
Icon Wealth Advisors, LLC
N/A—1,934-1,934-100%$1.5M———
Twin Focus Capital Partners, LLC
N/A—1,930-1,930-100%$1.5M———
Advisory Alpha, LLC
N/A—1,924-1,924-100%$1.5M———
Mayflower Financial Advisors, LLC
N/A—1,911-1,911-100%$1.5M———
Trivant Custom Portfolio Group, LLC
N/A—1,877-1,877-100%$1.4M———
Tripletail Wealth Management, LLC
N/A—1,872-1,872-100%$363.1K———
Cozad Asset Management Inc
N/A—1,866-1,866-100%$1.4M———
Transcend Capital Advisors, LLC
N/A—1,864-1,864-100%$1.4M———
Ellevest, Inc.
N/A—1,850-1,850-100%$1.4M———
Gateway Wealth Partners, LLC
N/A—1,833-1,833-100%$1.4M———
Pure Financial Advisors, LLC
N/A—1,831-1,831-100%$1.4M———
Marex Group Ltd
N/A—1,821-1,821-100%$1.4M———
WIT, LLC
N/A—1,813-1,813-100%$1.4M———
Rothschild Investment LLC
N/A—1,812-1,812-100%$1.4M———
Advyzon Investment Management, LLC
N/A—1,808-1,808-100%$1.4M———
Custos Family Office, LLC
N/A—1,792-1,792-100%$1.4M———
Science & Technology Partners, L.P.
N/A—1,771-1,771-100%$1.4M———
17 Capital Partners, LLC
N/A—1,770-1,770-100%$1.4M———
Family Manage LLC
N/A—1,752-1,752-100%$1.3M———
Abbot Financial Management, Inc.
N/A—1,750-1,750-100%$1.3M———
Ostrum Asset Management
N/A—1,745-1,745-100%$1.3M———
NorthCoast Asset Management LLC
N/A—1,745-1,745-100%$1.3M———
Silvercrest Asset Management Group LLC
N/A—1,732-1,732-100%$1.3M———
LM Advisors LLC
N/A—1,722-1,722-100%$1.3K———
DC Investments Management, LLC
N/A—1,721-1,721-100%$1.3M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,716-1,716-100%$1.3M———
GTS Securities LLC
N/A—1,715-1,715-100%$1.3M———
Qtron Investments LLC
N/A—1,706-1,706-100%$325.5K———
Kensington Investment Counsel, LLC
N/A—1,690-1,690-100%$1.3M———
RED Reef Advisors LLC
N/A—1,678-1,678-100%$1.3M———
Graham Capital Management, L.P.
N/A—1,668-1,668-100%$1.3M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,660-1,660-100%$1.3M———
Empirical Finance, LLC
N/A—1,642-1,642-100%$1.3M———
Capstone Financial Advisors, Inc.
N/A—1,642-1,642-100%$1.3M———
AustralianSuper Pty Ltd
N/A—1,632-1,632-100%$1.2M———
Townsquare Capital LLC
N/A—1,631-1,631-100%$1.2M———
Advisors Capital Management, LLC
N/A—1,628-1,628-100%$1.2M———
Legacy PCG, LLC
N/A—1,620-1,620-100%$364.8K———
Johnson Investment Counsel Inc
N/A—1,614-1,614-100%$1.2M———
Wealthedge Investment Advisors, LLC
N/A—1,612-1,612-100%$307.5K———
Tradition Wealth Management, LLC
N/A—1,599-1,599-100%$1.2M———
Prospect Financial Services LLC
N/A—1,590-1,590-100%$1.2M———
Cascades Capital Asset Management, LLC
N/A—1,572-1,572-100%$1.2M———
BlackDiamond Wealth Management, LLC
N/A—1,509-1,509-100%$339.8K———
Warner Group LLC
N/A—1,483-1,483-100%$1.1M———
Integrated Investment Consultants, LLC
N/A—1,473-1,473-100%$1.1M———
Resurgent Financial Advisors LLC
N/A—1,463-1,463-100%$1.1M———
Maverick Capital LTD
N/A—1,456-1,456-100%$1.1M———
Impact Partnership Wealth, LLC
N/A—1,455-1,455-100%$1.1M———
J. M. Brown & Associates Inc.
N/A—1,436-1,436-100%$1.1M———
Longaeva Partners L.P.
N/A—1,433-1,433-100%$1.1M———
Clare Market Investments LLC
N/A—1,415-1,415-100%$1.1M———
L2 Asset Management, LLC
N/A—1,405-1,405-100%$1.1M———
Ttrf Capital Ltd
N/A—1,400-1,400-100%$1.1K———
Intellectus Partners, LLC
N/A—1,398-1,398-100%$1.1M———
Sound View Wealth Advisors Group, LLC
N/A—1,397-1,397-100%$1.1M———
Spirepoint Private Client, LLC
N/A—1,396-1,396-100%$1.1M———
Legacy Financial Advisors, Inc.
N/A—1,394-1,394-100%$1.1M———
Sierra Capital LLC
N/A—1,390-1,390-100%$1.1M———
Pallas Capital Advisors LLC
N/A—1,369-1,369-100%$1.0M———
First Foundation Advisors
N/A—1,362-1,362-100%$1.0M———
Severin Investments, LLC
N/A—1,303-1,303-100%$994.1K———
Capital Markets Trading UK LLP
N/A—1,299-1,299-100%$991———
Strategic Wealth Partners, Ltd.
N/A—1,285-1,285-100%$980.6K———
Everpar Advisors LLC
N/A—1,272-1,272-100%$970.7K———
Stansberry Asset Management, LLC
N/A—1,272-1,272-100%$970.7K———
Trinity Legacy Partners, LLC
N/A—1,252-1,252-100%$255.1K———
Hollencrest Capital Management
N/A—1,249-1,249-100%$953.2K———
Harbour Wealth Management Group, Inc.
N/A—1,248-1,248-100%$952.4K———
Prosperity Consulting Group, LLC
N/A—1,240-1,240-100%$946.3K———
Drake & Associates, LLC
N/A—1,238-1,238-100%$944.8K———
Snowwater Investment Partners, LLC
N/A—1,226-1,226-100%$935.6K———
Empirical Asset Management, LLC
N/A—1,225-1,225-100%$934.9K———
Corient IA LP
N/A—1,220-1,220-100%$931.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,215-1,215-100%$927.2K———
Yarger Wealth Strategies, LLC
N/A—1,202-1,202-100%$225.0K———
HHM Wealth Advisors, LLC
N/A—1,200-1,200-100%$915.8K———
Quotient Wealth Partners, LLC
N/A—1,199-1,199-100%$915.1K———
Capital Analysts, LLC
N/A—1,198-1,198-100%$914———
Ponta Wealth Partners, LLC
N/A—1,186-1,186-100%$905.1K———
Tidemark, LLC
N/A—1,182-1,182-100%$902.0K———
Strategies Wealth Advisors, LLC
N/A—1,171-1,171-100%$893.6K———
Madison Wealth Partners, Inc
N/A—1,168-1,168-100%$891.4K———
First National Bank of Hutchinson
N/A—1,135-1,135-100%$866.2K———
DRW Securities, LLC
N/A—1,125-1,125-100%$858.5K———
Kerr Financial Planning Corp
N/A—1,114-1,114-100%$849.4K———
Brave Asset Management Inc
N/A—1,102-1,102-100%$841.0K———
Zacks Investment Management
N/A—1,096-1,096-100%$837.0K———
Fi3 Financial Advisors, LLC
N/A—1,091-1,091-100%$1.0M———
Financial Engines Advisors L.L.C.
N/A—1,091-1,091-100%$208.1K———
Range Advisory, LLC
N/A—1,091-1,091-100%$832.6K———
BTG Pactual Asset Management US LLC
N/A—1,090-1,090-100%$831.8K———
Klingenstein Fields & Co LP
N/A—1,087-1,087-100%$829.5K———
Simmons Bank
N/A—1,064-1,064-100%$812.0K———
Cambria Investment Management, L.P.
N/A—1,058-1,058-100%$807.4K———
Panoramic Investment Advisors, LLC
N/A—1,044-1,044-100%$796.7K———
Headinvest, LLC
N/A—1,043-1,043-100%$796.0K———
SHP Wealth Management
N/A—1,029-1,029-100%$785.4K———
QVT Financial LP
N/A—1,025-1,025-100%$782.2K———
Iron Gate Global Advisors LLC
N/A—1,024-1,024-100%$781.5K———
Evolve Private Wealth, LLC
N/A—1,023-1,023-100%$780.4K———
Fortress Private Ledger, LLC
N/A—1,013-1,013-100%$773.1K———
Continuum Advisory, LLC
N/A—1,009-1,009-100%$770.0K———
LaSalle St. Investment Advisors, LLC
N/A—1,008-1,008-100%$769.2K———
Intrinsic Value Partners, LLC
N/A—1,005-1,005-100%$767.0K———
Fourth Dimension Wealth, LLC
N/A—1,003-1,003-100%$765.4K———
Choate Investment Advisors
N/A—1,001-1,001-100%$763.9K———
Fayez Sarofim & Co
N/A—1,000-1,000-100%$763.1K———
Quantum Portfolio Management LLC
N/A—1,000-1,000-100%$763.1K———
Davis R M Inc
N/A—1,000-1,000-100%$763.1K———
Prelude Capital Management, LLC
N/A—1,000-1,000-100%$763.1K———
Westport Asset Management Inc
N/A—1,000-1,000-100%$190.8K———
Harvey Capital Management Inc
N/A—999-999-100%$762.4K———
One Wealth Management Investment & Advisory Services, LLC
N/A—981-981-100%$748.6K———
O'rourke & Company, Inc
N/A—977-977-100%$745.6K———
Cofg Advisors, LLC
N/A—974-974-100%$743.3K———
Second Line Capital, LLC
N/A—968-968-100%$738.7K———
Bull Harbor Capital LLC
N/A—967-967-100%$738.0K———
Stock Yards Bank & Trust Co
N/A—961-961-100%$733.4K———
Proficio Capital Partners LLC
N/A—960-960-100%$732.6K———
Fort Point Capital Partners LLC
N/A—956-956-100%$729.6K———
Turner Financial Group, Inc.
N/A—956-956-100%$729.3K———
OneAscent Financial Services LLC
N/A—953-953-100%$727.3K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—952-952-100%$726.5K———
RB Capital Management, LLC
N/A—952-952-100%$726.5K———
Sfmg, LLC
N/A—950-950-100%$725.3K———
George Kaiser Family Foundation
N/A—945-945-100%$721.2K———
Atlas Legacy Advisors, LLC
N/A—944-944-100%$689.6K———
Goepper Burkhardt LLC
N/A—941-941-100%$718.1K———
Greykasell Wealth Strategies, Inc.
N/A—938-938-100%$715.8K———
Osbon Capital Management LLC
N/A—926-926-100%$706.7K———
Rollins Financial Advisors, LLC
N/A—922-922-100%$703.6K———
Ancora Advisors LLCA
N/A—906-906-100%$691.2K———
M3 Advisory Group, LLC
N/A—896-896-100%$683.7K———
Kera Capital Partners, Inc.
N/A—894-894-100%$682.2K———
Bogart Wealth, LLC
N/A—893-893-100%$681.5K———
Brand Asset Management Group, Inc.
N/A—889-889-100%$678.1K———
IFC Advisors LLC
N/A—889-889-100%$678.4K———
Modern Wealth Management, LLC
N/A—885-885-100%$675.2K———
Landscape Capital Management, L.L.C.
N/A—883-883-100%$673.9K———
South Dakota Investment Council
N/A—880-880-100%$672———
Two Sigma Securities, LLC
N/A—878-878-100%$670.0K———
Tradewinds, Llc.
N/A—872-872-100%$502.1K———
American Financial Advisors, LLC
N/A—866-866-100%$660.9K———
HM Payson & Co
N/A—866-866-100%$660.9K———
SBI Okasan Asset Management Co.Ltd.
N/A—861-861-100%$639.6K———
Smith, Moore & Co.
N/A—861-861-100%$657.1K———
MJP Associates Inc
N/A—860-860-100%$656.3K———
Meadowbrook Advisors Group, LLC
N/A—859-859-100%$655.5K———
Exit Wealth Advisors, Llc.
N/A—855-855-100%$652.5K———
GeoWealth Management, LLC
N/A—853-853-100%$651.3K———
Fortis Capital Management LLC
N/A—845-845-100%$645.1K———
Drucker Wealth 3.0, LLC
N/A—845-845-100%$644.7K———
Mosaic Financial Group, LLC
N/A—844-844-100%$644———
Wellspring Financial Advisors, LLC
N/A—844-844-100%$644.1K———
Saiph Capital, LLC
N/A—836-836-100%$638.0K———
Dark Forest Capital Management LP
N/A—823-823-100%$628.1K———
Clark Capital Management Group, Inc.
N/A—816-816-100%$623.0K———
Fukoku Mutual Life Insurance Co
N/A—807-807-100%$615.9K———
Zhang Financial LLC
N/A—805-805-100%$614.3K———
West Family Investments, Inc.
N/A—803-803-100%$612.8K———
Tocqueville Asset Management L.P.
N/A—802-802-100%$612.0K———
Avalon Trust Co
N/A—800-800-100%$610.5K———
Hall Capital Management Co Inc
N/A—800-800-100%$610.5K———
Yukon Wealth Management, Inc.
N/A—789-789-100%$602.1K———
Optas, LLC
N/A—786-786-100%$599.8K———
Greenline Wealth Management LLC
N/A—786-786-100%$600.0K———
BSW Wealth Partners
N/A—785-785-100%$599.1K———
Allred Capital Management, LLC
N/A—785-785-100%$599.1K———
Cinctive Capital Management LP
N/A—781-781-100%$596.0K———
Ellenbecker Investment Group
N/A—780-780-100%$595.2K———
CVA Family Office, LLC
N/A—773-773-100%$589.9K———
Keel Point, LLC
N/A—773-773-100%$589.7K———
MOR Wealth Management, LLC
N/A—772-772-100%$589.1K———
Bragg Financial Advisors, Inc
N/A—763-763-100%$582.3K———
Hilltop Holdings Inc.
N/A—762-762-100%$581.5K———
Alteri Wealth LLC
N/A—758-758-100%$578.5K———
Wealth Alliance, LLC
N/A—755-755-100%$576.2K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—750-750-100%$572.4K———
Main Street Research LLC
N/A—744-744-100%$567.8K———
Sagewood Asset Management LP
N/A—742-742-100%$566.3K———
Rothschild Wealth LLC
N/A—740-740-100%$564.7K———
Webster Bank, N. A.
N/A—740-740-100%$564.7K———
Guardian Wealth Advisors, LLC / NC
N/A—737-737-100%$562.4K———
Twin Peaks Wealth Advisors, LLC
N/A—734-734-100%$560.0K———
STG Securities, LLC
N/A—725-725-100%$553.3K———
Florida Financial Advisors, LLC
N/A—721-721-100%$550.2K———
Portland Investment Counsel Inc.
N/A—716-716-100%$546.4K———
Concorde Asset Management, LLC
N/A—715-715-100%$545.6K———
Fiduciary Financial Advisors
N/A—714-714-100%$541.1K———
Main Street Financial Solutions, LLC
N/A—702-702-100%$535.7K———
Wall Street Financial Group, Inc.
N/A—701-701-100%$545.0K———
First Long Island Investors, LLC
N/A—691-691-100%$527.3K———
Cyber Hornet ETFs LLC
N/A—691-691-100%$527.3K———
Crewe Advisors LLC
N/A—665-665-100%$507.5K———
Essex Financial Services, Inc.
N/A—663-663-100%$506.0K———
Mokan Wealth Management Inc.
N/A—663-663-100%$506.3K———
First American Trust, FSB
N/A—662-662-100%$505.5K———
Williamson Legacy Group, LLC
N/A—662-662-100%$505.2K———
Texas Capital Bank Wealth Management Services Inc
N/A—656-656-100%$500.6K———
Berkeley Capital Partners, LLC
N/A—656-656-100%$500.6K———
Sargent Investment Group, LLC
N/A—650-650-100%$496.0K———
Papamarkou Wellner Asset Management inc.
N/A—649-649-100%$253.4K———
TRB Wealth Management, LLC
N/A—648-648-100%$494.5K———
Dogwood Wealth Management LLC
N/A—647-647-100%$493.8K———
Edgestream Partners, L.P.
N/A—645-645-100%$492.2K———
Hobbs Group Advisors, LLC
N/A—640-640-100%$488.1K———
Sienna Gestion
N/A—638-638-100%$479.3K———
Novare Capital Management LLC
N/A—631-631-100%$481.5K———
Johnson Financial Group, Inc.
N/A—619-619-100%$472.4K———
Imprint Wealth LLC
N/A—616-616-100%$470.1K———
Checchi Capital Advisers, LLC
N/A—616-616-100%$470.1K———
Talisman Wealth Advisors LLC
N/A—606-606-100%$462.5K———
Leavell Investment Management, Inc.
N/A—604-604-100%$460.9K———
Wexford Capital LP
N/A—602-602-100%$459.4K———
Colonial Trust Co / SC
N/A—600-600-100%$457.7K———
Credit Industriel ET Commercial
N/A—600-600-100%$114.5K———
Delaney Capital Management Ltd.
N/A—600-600-100%$457.9K———
Roundview Capital LLC
N/A—599-599-100%$457.1K———
Sumitomo Mitsui Financial Group, Inc.
N/A—589-589-100%$449.5K———
PCM Encore, LLC
N/A—583-583-100%$445.2K———
Aspiring Ventures, LLC
N/A—577-577-100%$440.3K———
First Financial Bankshares Inc
N/A—576-576-100%$439.6K———
Pincus Capital Management, LP
N/A—575-575-100%$438.8K———
Flow Traders U.S. LLC
N/A—572-572-100%$437———
McLaughlin Asset Management, Inc.
N/A—571-571-100%$435.8K———
EWA, LLC
N/A—569-569-100%$434.0K———
Fielder Capital Group LLC
N/A—569-569-100%$434.2K———
Menlo Advisors LLC
N/A—561-561-100%$428———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—559-559-100%$426.6K———
Barnett & Company, Inc.
N/A—557-557-100%$425.1K———
Varcov Co.
N/A—555-555-100%$423.5K———
Zuckerman Investment Group, LLC
N/A—553-553-100%$422.0K———
Anchor Bay Capital, Inc.
N/A—553-553-100%$124.5K———
Cvfg LLC
N/A—552-552-100%$421.3K———
Vines Capital Management, LLC
N/A—551-551-100%$420.5K———
Laidlaw Wealth Management LLC
N/A—548-548-100%$418.2K———
Bartlett & Co. Wealth Management LLC
N/A—547-547-100%$417.8K———
Vantus Wealth LLC
N/A—544-544-100%$415.1K———
Haverford Trust Co
N/A—543-543-100%$414.4K———
Signet Private Wealth LLC
N/A—542-542-100%$413.6K———
Sunflower Bank, N.A.
N/A—539-539-100%$411.3K———
Calton & Associates, Inc.
N/A—538-538-100%$410.6K———
Holderness Investments Co
N/A—536-536-100%$409.0K———
Neo Ivy Capital Management
N/A—526-526-100%$401.4K———
Integrity Financial Corp
N/A—521-521-100%$397.6K———
Atlanta Consulting Group Advisors, LLC
N/A—521-521-100%$397.6K———
AlTi Global, Inc.
N/A—515-515-100%$393.0K———
Markin Volterra Fund LP
N/A—501-501-100%$382.3K———
Buckland Partners Management Co LLC
N/A—500-500-100%$381.6K———
Khazanah Nasional Berhad
N/A—500-500-100%$381.6K———
Alaska Wealth Advisors, LLC
N/A—500-500-100%$381.6K———
FCA Corp
N/A—500-500-100%$381.6K———
Symmetry Peak Management LLC
N/A—500-500-100%$381.6K———
Seven Springs Wealth Group, LLC
N/A—495-495-100%$377.8K———
Fullerton Fund Management Co Ltd.
N/A—485-485-100%$370.1K———
Dunhill Financial, LLC
N/A—480-480-100%$367.0K———
Liberty Square Wealth Partners LLC
N/A—475-475-100%$362.5K———
New Insight Wealth Advisors
N/A—473-473-100%$361.0K———
Gallagher Fiduciary Advisors, LLC
N/A—472-472-100%$360.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—468-468-100%$357———
Northstar Financial Companies, Inc.
N/A—468-468-100%$357.3K———
Legacy Wealth Advisors, LLC
N/A—464-464-100%$354.1K———
Quent Capital, LLC
N/A—463-463-100%$353.3K———
Cambient Family Office, LLC
N/A—461-461-100%$351.8K———
Ameriflex Group, Inc.
N/A—460-460-100%$351.0K———
Marshall Financial Group, LLC
N/A—459-459-100%$350.3K———
Forty-three Eighteen Advisors, LLC
N/A—458-458-100%$349.5K———
Everest Private Wealth
N/A—453-453-100%$345.7K———
Mizuho Markets Americas LLC
N/A—449-449-100%$342.7K———
Planning Alternatives LTD
N/A—448-448-100%$341.9K———
Bouchey Financial Group, Ltd.
N/A—439-439-100%$335.0K———
Jackson Thornton Wealth Management, LLC
N/A—432-432-100%$329.7K———
Strategic Investment Advisors / MI
N/A—432-432-100%$329.5K———
CMC Financial Group
N/A—431-431-100%$328.9K———
Seaview Investment Managers LLC
N/A—431-431-100%$328.9K———
Wealth Advisors of Tampa Bay, LLC
N/A—428-428-100%$326.6K———
Serenus Wealth Advisors, LLC
N/A—428-428-100%$326.6K———
Xcelsior Advisor Partners LLC
N/A—428-428-100%$326.6K———
R.H. Investment Group, LLC
N/A—427-427-100%$325.9K———
Intrepid Financial Planning Group LLC
N/A—425-425-100%$324.3K———
Cary Street Partners Investment Advisory LLC
N/A—421-421-100%$321.3K———
FSB Premier Wealth Management, Inc.
N/A—418-418-100%$319.0K———
FAS Wealth Partners, Inc.
N/A—413-413-100%$315.2K———
Aigen Investment Management, LP
N/A—412-412-100%$314.4K———
Argent Advisors, Inc.
N/A—410-410-100%$312.9K———
Pasadena Private Wealth, LLC
N/A—408-408-100%$311.4K———
Claret Asset Management Corp
N/A—404-404-100%$308———
SageView Advisory Group, LLC
N/A—403-403-100%$307.6K———
Meridian Wealth Advisors, LLC
N/A—402-402-100%$306.8K———
Birchcreek Wealth Management, LLC
N/A—400-400-100%$305.3K———
Lbmc Investment Advisors, LLC
N/A—399-399-100%$304.5K———
CCG Wealth Management, LLC
N/A—398-398-100%$303.7K———
Paces Ferry Wealth Advisors, LLC
N/A—398-398-100%$303.7K———
C M Bidwell & Associates LTD
N/A—397-397-100%$303.0K———
NWM Advisors, LLC
N/A—396-396-100%$302.2K———
Integrity Wealth Solutions LLC
N/A—392-392-100%$299.2K———
Matters Capital LLC
N/A—392-392-100%$299.2K———
Basecamp Wealth Advisors LLC
N/A—392-392-100%$299.2K———
Roberts Glore & Co Inc
N/A—389-389-100%$296.9K———
Chesapeake Asset Management LLC
N/A—388-388-100%$296.1K———
360 Financial, Inc.
N/A—387-387-100%$295.3K———
GWN Securities Inc.
N/A—386-386-100%$294.5K———
Summitry LLC
N/A—383-383-100%$292.3K———
SOA Wealth Advisors, Llc.
N/A—376-376-100%$286.9K———
FLC Capital Advisors
N/A—375-375-100%$286.2K———
First Manhattan Co. Llc.
N/A—371-371-100%$283.1K———
Expressive Wealth LLC
N/A—370-370-100%$282.4K———
Greenwich Wealth Management LLC
N/A—370-370-100%$282———
Southeast Asset Advisors, LLC
N/A—367-367-100%$280.1K———
Bridges Investment Management Inc
N/A—364-364-100%$277.8K———
Cannell & Spears LLC
N/A—361-361-100%$275.5K———
Intrust Bank NA
N/A—357-357-100%$272.4K———
Requisite Capital Management, LLC
N/A—357-357-100%$272.3K———
New Republic Capital, LLC
N/A—354-354-100%$270.4K———
Stonebrook Private Inc.
N/A—353-353-100%$269.4K———
Patron Partners, LLC
N/A—352-352-100%$268.6K———
Dividend Assets Capital, LLC
N/A—346-346-100%$264.0K———
McDonough Capital Management, Inc
N/A—346-346-100%$264.0K———
Dempze Nancy E
N/A—341-341-100%$260.2K———
DSM Capital Partners LLC
N/A—339-339-100%$258.7K———
CFO4Life Group, LLC
N/A—337-337-100%$257.2K———
Petra Financial Advisors Inc
N/A—337-337-100%$257.2K———
SouthState Bank Corp
N/A—336-336-100%$256.4K———
Sand Hill Global Advisors, LLC
N/A—336-336-100%$256.4K———
Sandy Cove Advisors, LLC
N/A—333-333-100%$254.1K———
Evercore Wealth Management, LLC
N/A—330-330-100%$251.8K———
GatePass Capital, LLC
N/A—328-328-100%$250.3K———
Nova Wealth Management, Inc.
N/A—327-327-100%$249.9K———
Investment Advisory Group, LLC
N/A—326-326-100%$248.5K———
Keating Financial Advisory Services, Inc.
N/A—325-325-100%$248.0K———
ODonnell Financial Services, LLC
N/A—325-325-100%$248.0K———
GW&K Investment Management, LLC
N/A—324-324-100%$247———
Arrowroot Family Office, LLC
N/A—321-321-100%$245.0K———
Alan B Lancz & Associates, Inc.
N/A—320-320-100%$244.2K———
All Terrain Financial Advisors, LLC
N/A—320-320-100%$244.2K———
Harvest Investment Services, LLC
N/A—319-319-100%$243.4K———
Consilio Wealth Advisors, LLC
N/A—316-316-100%$241.2K———
Ehrenkranz Partners L.P.
N/A—313-313-100%$238.9K———
Calydon Capital
N/A—311-311-100%$237.3K———
N.E.W. Advisory Services LLC
N/A—311-311-100%$237.3K———
Mosaic Family Wealth Partners, LLC
N/A—310-310-100%$236.6K———
NorthStar Asset Management LLC
N/A—310-310-100%$236.6K———
Allied Private Wealth LLC
N/A—304-304-100%$58.1K———
Glen Eagle Advisors, LLC
N/A—301-301-100%$229.7K———
Whalerock Point Partners, LLC
N/A—300-300-100%$228.9K———
Front Row Advisors LLC
N/A—300-300-100%$66.6K———
Fox Hill Wealth Management
N/A—300-300-100%$228.9K———
Hancock Whitney Corp
N/A—299-299-100%$228.2K———
Arvest Bank Trust Division
N/A—298-298-100%$227.4K———
Cura Wealth Advisors, LLC
N/A—295-295-100%$225.3K———
WNY Asset Management, LLC
N/A—294-294-100%$224.4K———
W1m Asset Management Ltd
N/A—292-292-100%$222.7K———
Bulltick Wealth Management, LLC
N/A—291-291-100%$222.1K———
Callahan Advisors, LLC
N/A—290-290-100%$221.3K———
Fiduciary Group, LLC
N/A—290-290-100%$221.3K———
Strategic Investment Solutions, Inc.
N/A—289-289-100%$220.5K———
Sharpepoint LLC
N/A—288-288-100%$219.8K———
Osterweis Capital Management Inc
N/A—286-286-100%$218.3K———
Capasso Planning Partners LLC
N/A—279-279-100%$212.9K———
Aureus Asset Management, LLC
N/A—279-279-100%$212.9K———
Strait & Sound Wealth Management LLC
N/A—279-279-100%$212.9K———
Chaney Capital Management, Inc.
N/A—277-277-100%$211.4K———
Sivia Capital Partners, LLC
N/A—277-277-100%$211.4K———
Sharp Wealth Advisory, LLC
N/A—276-276-100%$210.6K———
Pursuit Wealth Strategies, LLC
N/A—273-273-100%$208.3K———
OneAscent Family Office, LLC
N/A—272-272-100%$207.6K———
River Wealth Advisors LLC
N/A—272-272-100%$207.4K———
Wick Capital Partners, LLC
N/A—270-270-100%$206.0K———
Tower Wealth Partners, Inc.
N/A—268-268-100%$204.5K———
Chilton Investment Co Inc.
N/A—265-265-100%$202.2K———
Peak Retirement Planning, Inc.
N/A—265-265-100%$202.1K———
Aspire Growth Partners LLC
N/A—265-265-100%$202.2K———
Aspen Grove Capital, LLC
N/A—265-265-100%$202.2K———
Westfuller Advisors, LLC
N/A—260-260-100%$198.8K———
Ramirez Asset Management, Inc.
N/A—250-250-100%$190.8K———
LRI Investments, LLC
N/A—214-214-100%$163.0K———
Innovative Asset Advisors Group, LLC
N/A—211-211-100%$161.0K———
OV Management LLC
N/A—209-209-100%$159.5K———
Smithfield Trust Co
N/A—202-202-100%$154———
MRP Capital Investments, LLC
N/A—200-200-100%$152.6K———
HighMark Wealth Management LLC
N/A—200-200-100%$152.6K———
Park Place Capital Corp
N/A—185-185-100%$141.2K———
Abound Financial, LLC
N/A—166-166-100%$126.7K———
Graney & King, LLC
N/A—163-163-100%$124.4K———
LOM Asset Management Ltd
N/A—160-160-100%$122.1K———
NI Acquisitions Company, LLC
N/A—156-156-100%$119.1K———
Altshuler Shaham Ltd
N/A—147-147-100%$112.2K———
RiverPark Advisors, LLC
N/A—144-144-100%$109.9K———
Providence Capital Advisors, LLC
N/A—140-140-100%$106.8K———
Meeder Asset Management Inc
N/A—135-135-100%$103.0K———
ST Germain D J Co Inc
N/A—128-128-100%$97.7K———
Highland Investment Advisors LLC
N/A—125-125-100%$95.4K———
JPL Wealth Management, LLC
N/A—119-119-100%$90.8K———
Transamerica Financial Advisors, LLC
N/A—119-119-100%$90.8K———
Synergy Investment Management, LLC
N/A—107-107-100%$19.2K———
Longview Financial Advisors LLC
N/A—105-105-100%$80.1K———
Caitlin John, LLC
N/A—104-104-100%$79.4K———
Orion Capital Management LLC
N/A—101-101-100%$77.1K———
Prestige Wealth Management Group LLC
N/A—101-101-100%$77.1K———
Field & Main Bank
N/A—100-100-100%$76.3K———
Rexford Capital Inc
N/A—100-100-100%$76.3K———
Millstone Evans Group, LLC
N/A—100-100-100%$76.3K———
Copia Wealth Management
N/A—97-97-100%$74.0K———
Core Alternative Capital
N/A—93-93-100%$71.0K———
Kilter Group LLC
N/A—92-92-100%$70.2K———
Wellington-Altus USA Inc.
N/A—86-86-100%$33.6K———
FWL Investment Management, LLC
N/A—85-85-100%$64.9K———
Kemnay Advisory Services Inc.
N/A—74-74-100%$56.5K———
S&T Bank
N/A—74-74-100%$56.5K———
Quantbot Technologies LP
N/A—70-70-100%$53.4K———
Copos Capital B.V.
N/A—69-69-100%$52.7K———
Frazier Financial Advisors, LLC
N/A—68-68-100%$51.9K———
Strive Financial Group,LLC
N/A—61-61-100%$46.7K———
TD Capital Management LLC
N/A—61-61-100%$46.6K———
Corsicana & Co.
N/A—60-60-100%$45.8K———
CNB Bank
N/A—59-59-100%$45.0K———
Tiaa Trust, National Association
N/A—57-57-100%$43.5K———
Capula Management Ltd
N/A—56-56-100%$10.7K———
Ogorek Anthony Joseph
N/A—55-55-100%$41———
Raffa Wealth Management, LLC
N/A—53-53-100%$40.4K———
HFM Investment Advisors, LLC
N/A—51-51-100%$38.9K———
Westend Capital Management, LLC
N/A—50-50-100%$38.2K———
Crews Bank & Trust
N/A—47-47-100%$35.9K———
Colonial Trust Advisors
N/A—47-47-100%$35.9K———
VSM Wealth Advisory, LLC
N/A—40-40-100%$30.5K———
Baillie Gifford & Co
N/A—40-40-100%$30.5K———
Rogco, LP
N/A—40-40-100%$30.5K———
Operose Advisors LLC
N/A—38-38-100%$29.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—36-36-100%$27.5K———
Minot DeBlois Advisors LLC
N/A—35-35-100%$26.7K———
Rialto Wealth Management, LLC
N/A—33-33-100%$25.2K———
Aberdeen Wealth Management LLC
N/A—33-33-100%$25.2K———
Mpwm Advisory Solutions, LLC
N/A—32-32-100%$24.4K———
Seneschal Advisors, LLC
N/A—31-31-100%$23.7K———
Cornerstone Financial Management LLC
N/A—31-31-100%$23.7K———
Vision Retirement, LLC
N/A—31-31-100%$23.7K———
Medallion Wealth Advisors, LLC
N/A—30-30-100%$22.9K———
Regatta Research & Money Management
N/A—30-30-100%$22.9K———
Gould Capital, LLC
N/A—28-28-100%$21.4K———
Basepoint Wealth LLC
N/A—25-25-100%$19.1K———
Atomic Invest LLC
N/A—24-24-100%$17.7K———
Atlas Capital Advisors Inc.
N/A—23-23-100%$17.6K———
LGT Financial Advisors LLC
N/A—23-23-100%$17.6K———
Mcguire Capital Advisors Inc
N/A—22-22-100%$16.8K———
Proffitt & Goodson Inc
N/A—21-21-100%$16.0K———
Manning & Napier Advisors LLC
N/A—20-20-100%$14.9K———
Limestone Investment Advisors LP
N/A—20-20-100%$15.3K———
Quarry LP
N/A—20-20-100%$15.3K———
Sittner & Nelson, LLC
N/A—17-17-100%$13.0K———
Prosperity Bancshares Inc
N/A—16-16-100%$12.2K———
BOK Financial Private Wealth, Inc.
N/A—14-14-100%$10.7K———
WealthCollab, LLC
N/A—12-12-100%$9.2K———
Richard W. Paul & Associates, LLC
N/A—12-12-100%$9.2K———
Luminist Capital LLC
N/A—12-12-100%$9.2K———
Logan Capital Management Inc
N/A—11-11-100%$8.4K———
Mark Sheptoff Financial Planning, LLC
N/A—10-10-100%$7.6K———
Ravenstone Capital Management Inc.
N/A—10-10-100%$7.6K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$7.6K———
Banque Transatlantique SA
N/A—10-10-100%$4.6K———
Roble, Belko & Company, Inc
N/A—8-8-100%$6———
Cbiz Investment Advisory Services, LLC
N/A—8-8-100%$3.1K———
Caldwell Sutter Capital, Inc.
N/A—7-7-100%$5.3K———
Motco
N/A—6-6-100%$4.6K———
Toews Corp
N/A—6-6-100%$4.6K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—6-6-100%$1.1K———
Clal Insurance Enterprises Holdings Ltd
N/A—5-5-100%$4———
1015 Capital Partners, LLC
N/A—5-5-100%$3.8K———
Ankerstar Wealth, LLC
N/A—5-5-100%$3.8K———
Investors Portfolio Services LLC
N/A—3-3-100%$2.3K———
Game Plan Financial Advisors, LLC
N/A—3-3-100%$2.3K———
Delta Asset Management LLC
N/A—2-2-100%$1.5K———
Beaird Harris Wealth Management, LLC
N/A—1-1-100%$939———
Ross\johnson & Associates LLC
N/A—1-1-100%$763———
PIN OAK Investment Advisors Inc
N/A—1-1-100%$1———
Oakmont Advisory Group, LLC
N/A—00—$0———
Showing 2750 of 2750 institutions