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Deere & Co (DE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares2,272,926 from 1,985,211
Change+287,715 (+14%)
Value$1.5B (+$267.1M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares1,940,747 from 1,967,598
Change-26,851 (-1%)
Value$1.3B (+$55.5M)
Filed 2026-11-04
Parnassus Investments, LLC
DECREASED
Shares1,476,262 from 1,640,128
Change-163,866 (-10%)
Value$991.4M (-$49.0M)
Filed 2026-10-22
Rothschild & Co Wealth Management UK Ltd
DECREASED
Shares990,042 from 1,163,497
Change-173,455 (-15%)
Value$664.9M (-$73.2M)
Filed 2026-10-20
Markel Group Inc.
DECREASED
Shares861,150 from 877,900
Change-16,750 (-2%)
Value$578.3M (+$21.4M)
Filed 2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares640,007 from 603,961
Change+36,046 (+6%)
Value$429.8M (+$46.7M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares609,079 from 702,626
Change-93,547 (-13%)
Value$409.0M (-$36.7M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares507,114 from 545,439
Change-38,325 (-7%)
Value$340.6M (-$5.4M)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares331,704 from 509,463
Change-177,759 (-35%)
Value$222.8M (-$100.4M)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares324,550 from 318,780
Change+5,770 (+2%)
Value$218.0M (+$15.7M)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares317,416 from 175,338
Change+142,078 (+81%)
Value$216.0K (+$118.5K)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares293,882 from 308,683
Change-14,801 (-5%)
Value$197.4M (+$1.5M)
Filed 2026-11-04
Fort Washington Investment Advisors Inc
DECREASED
Shares280,508 from 290,906
Change-10,398 (-4%)
Value$188.4M (+$3.8M)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares260,938 from 262,117
Change-1,179 (0%)
Value$175.2M (+$9.0M)
Filed 2026-11-05
Canoe Financial LP
INCREASED
Shares240,105 from 239,931
Change+174 (+0%)
Value$160.2M (+$8.0M)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares232,823 from 234,031
Change-1,208 (-1%)
Value$156.4M (+$7.9M)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
INCREASED
Shares231,004 from 146,965
Change+84,039 (+57%)
Value$155.8M (+$62.7M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares227,054 from 230,213
Change-3,159 (-1%)
Value$152.5M (+$6.4M)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares174,915 from 182,165
Change-7,250 (-4%)
Value$117.5M (+$1.9M)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares172,405 from 178,168
Change-5,763 (-3%)
Value$115.8M (+$2.8M)
Filed 2026-10-30
Swedbank AB
DECREASED
Shares169,078 from 170,563
Change-1,485 (-1%)
Value$113.5M (+$5.4M)
Filed 2026-10-27
Temasek Holdings (Private) Ltd
INCREASED
Shares165,819 from 136,546
Change+29,273 (+21%)
Value$111.4M (+$24.7M)
Filed 2026-10-28
Vaughan David Investments LLC
DECREASED
Shares149,918 from 150,897
Change-979 (-1%)
Value$100.7M (+$5.0M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares139,989 from 144,594
Change-4,605 (-3%)
Value$94.0M (+$2.3M)
Filed 2026-11-02
Boston Trust Walden Corp
DECREASED
Shares133,875 from 148,568
Change-14,693 (-10%)
Value$89.9M (-$4.3M)
Filed 2026-10-30
Sarasin & Partners LLP
DECREASED
Shares127,718 from 136,213
Change-8,495 (-6%)
Value$85.8M (-$635.0K)
Filed 2026-10-13
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares126,036 from 147,882
Change-21,846 (-15%)
Value$84.6M (-$9.2M)
Filed 2026-11-06
Asset Management One Co., Ltd.
INCREASED
Shares121,999 from 119,602
Change+2,397 (+2%)
Value$81.9M (+$6.1M)
Filed 2026-10-27
ABN Amro Investment Solutions
DECREASED
Shares119,033 from 122,533
Change-3,500 (-3%)
Value$79.9M (+$2.2M)
Filed 2026-10-21
Creative Planning
INCREASED
Shares112,124 from 105,275
Change+6,849 (+7%)
Value$75.3M (+$8.5M)
Filed 2026-11-02
UniSuper Management Pty Ltd
INCREASED
Shares109,134 from 105,574
Change+3,560 (+3%)
Value$73.3M (+$6.3M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares108,005 from 107,515
Change+490 (+0%)
Value$72.5M (+$4.3M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares107,123 from 67,276
Change+39,847 (+59%)
Value$71.5M (+$29.3M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares106,628 from 100,754
Change+5,874 (+6%)
Value$44.0M (+$8.1M)
Filed 2026-10-13
Border to Coast Pensions Partnership Ltd
DECREASED
Shares106,175 from 112,821
Change-6,646 (-6%)
Value$71.2M (-$311.0K)
Filed 2026-10-09
Nisa Investment Advisors, LLC
INCREASED
Shares101,787 from 101,538
Change+249 (+0%)
Value$68.5M (+$3.9M)
Filed 2026-10-20
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares97,126 from 91,213
Change+5,913 (+6%)
Value$65.2M (+$7.4M)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares89,422 from 82,340
Change+7,082 (+9%)
Value$60.1M (+$7.8M)
Filed 2026-11-03
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares87,630 from 2,910
Change+84,720 (+2911%)
Value$59.0M (+$57.1M)
Filed 2026-10-29
Corda Investment Management, Llc.
DECREASED
Shares86,324 from 88,481
Change-2,157 (-2%)
Value$58.0M (+$1.8M)
Filed 2026-10-22
Factory Mutual Insurance Co
DECREASED
Shares82,960 from 83,110
Change-150 (0%)
Value$55.7M (+$3.0M)
Filed 2026-10-30
Banque Pictet & CIE SA
INCREASED
Shares78,879 from 77,979
Change+900 (+1%)
Value$53.0M (+$3.5M)
Filed 2026-10-16
State of New Jersey Common Pension Fund D
UNCHANGED
Shares78,400 from 78,400
Change0 (0%)
Value$52.6M (+$2.9M)
Filed 2026-11-05
Swiss Life Asset Management Ltd
INCREASED
Shares77,895 from 54,336
Change+23,559 (+43%)
Value$52.3M (+$17.8M)
Filed 2026-11-03
Candriam S.C.A.
INCREASED
Shares76,401 from 61,234
Change+15,167 (+25%)
Value$51.5M (+$12.7M)
Filed 2026-11-03
Nykredit A/S
INCREASED
Shares74,041 from 69,961
Change+4,080 (+6%)
Value$49.7M (+$5.3M)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares73,896 from 73,627
Change+269 (+0%)
Value$49.6M (+$2.9M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares72,565 from 74,824
Change-2,259 (-3%)
Value$48.7M (+$1.3M)
Filed 2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED
Shares72,240 from 70,840
Change+1,400 (+2%)
Value$48.5M (+$3.6M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares72,130 from 71,501
Change+629 (+1%)
Value$48.4M (+$3.1M)
Filed 2026-10-13
KBC Group NV
DECREASED
Shares67,991 from 117,219
Change-49,228 (-42%)
Value$45.7M (-$28.7M)
Filed 2026-10-22
Arizona State Retirement System
INCREASED
Shares67,720 from 67,454
Change+266 (+0%)
Value$45.5M (+$2.7M)
Filed 2026-11-03
Sterling Capital Management LLC
DECREASED
Shares66,036 from 76,454
Change-10,418 (-14%)
Value$44.3M (-$4.2M)
Filed 2026-10-22
Strs Ohio
DECREASED
Shares63,717 from 68,291
Change-4,574 (-7%)
Value$42.8M (-$529.9K)
Filed 2026-10-30
Gateway Investment Advisers LLC
DECREASED
Shares63,060 from 71,614
Change-8,554 (-12%)
Value$42.3M (-$3.1M)
Filed 2026-10-13
State of Michigan Retirement System
DECREASED
Shares63,057 from 64,357
Change-1,300 (-2%)
Value$42.3M (+$1.5M)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares62,837 from 59,862
Change+2,975 (+5%)
Value$42.2M (+$4.1M)
Filed 2026-11-04
CIBC Asset Management Inc
INCREASED
Shares61,143 from 61,011
Change+132 (+0%)
Value$41.1M (+$2.4M)
Filed 2026-11-05
Annex Advisory Services, LLC
INCREASED
Shares59,109 from 58,219
Change+890 (+2%)
Value$39.7M (+$2.8M)
Filed 2026-10-16
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares57,373 from 58,796
Change-1,423 (-2%)
Value$38.5M (+$1.2M)
Filed 2026-10-15
IFM Investors Pty Ltd
INCREASED
Shares56,975 from 55,615
Change+1,360 (+2%)
Value$38.3M (+$3.0M)
Filed 2026-10-14
Washington Trust Advisors, Inc.
DECREASED
Shares56,715 from 59,530
Change-2,815 (-5%)
Value$38.1M (+$325.3K)
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares55,464 from 55,483
Change-19 (0%)
Value$37.2M (+$2.1M)
Filed 2026-11-03
SEB Asset Management AB
INCREASED
Shares55,321 from 55,232
Change+89 (+0%)
Value$37.2M (+$2.1M)
Filed 2026-11-04
Absher Wealth Management, LLC
DECREASED
Shares54,479 from 56,837
Change-2,358 (-4%)
Value$36.6M (+$532.0K)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares54,392 from 49,642
Change+4,750 (+10%)
Value$36.5M (+$5.0M)
Filed 2026-10-29
Retirement Systems of Alabama
DECREASED
Shares52,645 from 52,770
Change-125 (0%)
Value$35.4M (+$1.9M)
Filed 2026-11-04
Obermeyer Wealth Partners
DECREASED
Shares52,368 from 52,482
Change-114 (0%)
Value$35.2M (+$1.9M)
Filed 2026-10-21
Keybank National Association
DECREASED
Shares51,438 from 53,320
Change-1,882 (-4%)
Value$34.5M (+$720.7K)
Filed 2026-11-04
Calamos Advisors LLC
INCREASED
Shares50,530 from 49,528
Change+1,002 (+2%)
Value$33.9M (+$2.5M)
Filed 2026-11-02
Xponance LLC
INCREASED
Shares50,219 from 46,342
Change+3,877 (+8%)
Value$33.7M (+$4.3M)
Filed 2026-11-03
Neos Investment Management LLC
INCREASED
Shares46,704 from 41,169
Change+5,535 (+13%)
Value$31.4M (+$5.2M)
Filed 2026-11-04
J. Safra Sarasin Holding AG
INCREASED
Shares46,602 from 45,363
Change+1,239 (+3%)
Value$27.0M (+$2.1M)
Filed 2026-10-26
Weybosset Research & Management LLC
DECREASED
Shares45,057 from 46,041
Change-984 (-2%)
Value$30.3M (+$1.1M)
Filed 2026-10-19
Rakuten Investment Management, Inc.
INCREASED
Shares44,532 from 40,620
Change+3,912 (+10%)
Value$30.3M (+$4.9M)
Filed 2026-10-30
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares44,233 from 41,198
Change+3,035 (+7%)
Value$29.7M (+$3.6M)
Filed 2026-11-06
AIA Group Ltd
DECREASED
Shares43,904 from 46,026
Change-2,122 (-5%)
Value$29.5M (+$288.1K)
Filed 2026-10-30
Amalgamated Bank
DECREASED
Shares42,010 from 43,251
Change-1,241 (-3%)
Value$28.2M (+$777.0K)
Filed 2026-10-23
Midwest Trust Co
DECREASED
Shares40,171 from 40,720
Change-549 (-1%)
Value$27.0M (+$1.1M)
Filed 2026-10-22
AGF Management LTD
DECREASED
Shares39,934 from 40,649
Change-715 (-2%)
Value$26.8M (+$1.0M)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED
Shares39,606 from 7,615
Change+31,991 (+420%)
Value$25.2M (+$20.5M)
Filed 2026-10-29
Assetmark, Inc
DECREASED
Shares39,380 from 40,919
Change-1,539 (-4%)
Value$26.4M (+$489.4K)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
DECREASED
Shares39,129 from 39,141
Change-12 (0%)
Value$25.5M (+$2.3M)
Filed 2026-10-13
ProShare Advisors LLC
INCREASED
Shares39,116 from 38,682
Change+434 (+1%)
Value$26.3M (+$1.7M)
Filed 2026-10-29
Glenview Trust Co
DECREASED
Shares38,927 from 39,497
Change-570 (-1%)
Value$26.1M (+$1.1M)
Filed 2026-10-28
MacKenzie Financial Corp
INCREASED
Shares38,904 from 36,360
Change+2,544 (+7%)
Value$26.1M (+$3.1M)
Filed 2026-11-02
Exchange Traded Concepts, LLC
DECREASED
Shares37,849 from 46,784
Change-8,935 (-19%)
Value$25.4M (-$4.3M)
Filed 2026-10-28
OP Asset Management Ltd
INCREASED
Shares37,524 from 27,608
Change+9,916 (+36%)
Value$25.2M (+$7.7M)
Filed 2026-11-05
Northeast Investment Management
DECREASED
Shares37,135 from 37,202
Change-67 (0%)
Value$24.9M (+$1.3M)
Filed 2026-10-30
Granite Investment Partners, LLC
DECREASED
Shares36,483 from 37,000
Change-517 (-1%)
Value$24.5M (+$1.0M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares36,344 from 35,955
Change+389 (+1%)
Value$24.4M (+$1.6M)
Filed 2026-10-20
New York Life Investment Management LLC
DECREASED
Shares34,983 from 40,775
Change-5,792 (-14%)
Value$23.5M (-$2.4M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares34,593 from 93,591
Change-58,998 (-63%)
Value$23.1M (-$35.8M)
Filed 2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares34,067 from 34,847
Change-780 (-2%)
Value$22.9M (+$773.2K)
Filed 2026-10-19
Palisade Asset Management, LLC
DECREASED
Shares33,872 from 36,633
Change-2,761 (-8%)
Value$22.7M (-$490.7K)
Filed 2026-11-03
Raiffeisen Bank International AG
INCREASED
Shares33,556 from 22,572
Change+10,984 (+49%)
Value$22.8M (+$8.7M)
Filed 2026-10-28
Cohen Capital Management, Inc.
UNCHANGED
Shares33,394 from 33,394
Change0 (0%)
Value$22.4M (+$1.2M)
Filed 2026-10-14
Cutler Investment Counsel LLC
DECREASED
Shares31,770 from 32,312
Change-542 (-2%)
Value$21.4M (+$837.2K)
Filed 2026-10-28
Oregon Public Employees Retirement Fund
DECREASED
Shares30,862 from 30,899
Change-37 (0%)
Value$20.7M (+$1.1M)
Filed 2026-10-30
Eldred Rock Partners, LLC
INCREASED
Shares30,854 from 30,586
Change+268 (+1%)
Value$20.7M (+$1.3M)
Filed 2026-10-13
Jacobs & Co
DECREASED
Shares30,388 from 31,161
Change-773 (-2%)
Value$20.4M (+$20.4M)
Filed 2026-10-09
Allied Investment Advisors, LLC
DECREASED
Shares30,057 from 30,107
Change-50 (0%)
Value$20.2M (+$1.1M)
Filed 2026-10-13
Harbour Trust & Investment Management Co
DECREASED
Shares30,041 from 30,360
Change-319 (-1%)
Value$20.2M (+$915.8K)
Filed 2026-10-28
LBP AM SA
DECREASED
Shares29,478 from 32,984
Change-3,506 (-11%)
Value$19.8M (-$1.1M)
Filed 2026-11-06
Avanza Fonder AB
INCREASED
Shares29,109 from 26,300
Change+2,809 (+11%)
Value$19.5M (+$2.9M)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares29,030 from 30,162
Change-1,132 (-4%)
Value$19.5M (+$362.6K)
Filed 2026-10-21
TLW Wealth Management, LLC
INCREASED
Shares28,775 from 28,620
Change+155 (+1%)
Value$19.3M (+$1.2M)
Filed 2026-10-27
Welch Group, LLC
INCREASED
Shares28,771 from 28,119
Change+652 (+2%)
Value$19.3M (+$1.5M)
Filed 2026-10-29
TrinityBridge Ltd
DECREASED
Shares28,316 from 30,328
Change-2,012 (-7%)
Value$19.0M (-$217.0K)
Filed 2026-10-30
Cardinal Capital Management
INCREASED
Shares28,186 from 27,589
Change+597 (+2%)
Value$19.0M (+$1.4M)
Filed 2026-10-21
Crown Oak Advisors, LLC
INCREASED
Shares28,058 from 28,048
Change+10 (+0%)
Value$18.8M (+$1.1M)
Filed 2026-10-16
J.P. Marvel Investment Advisors, LLC
INCREASED
Shares27,992 from 27,764
Change+228 (+1%)
Value$18.8M (+$1.2M)
Filed 2026-11-02
Vontobel Holding Ltd.
DECREASED
Shares27,747 from 31,632
Change-3,885 (-12%)
Value$18.6M (-$1.4M)
Filed 2026-10-16
Sapient Capital LLC
INCREASED
Shares27,320 from 27,173
Change+147 (+1%)
Value$18.4M (+$1.1M)
Filed 2026-10-08
Yousif Capital Management, LLC
DECREASED
Shares27,142 from 27,155
Change-13 (0%)
Value$18.2M (+$1.0M)
Filed 2026-10-22
Mengis Capital Management, Inc.
DECREASED
Shares26,984 from 27,124
Change-140 (-1%)
Value$18.1M (+$915.5K)
Filed 2026-10-13
Compagnie Lombard Odier SCmA
UNCHANGED
Shares26,948 from 26,948
Change0 (0%)
Value$18.1M (+$1.0M)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares26,911 from 20,681
Change+6,230 (+30%)
Value$18.1M (+$5.0M)
Filed 2026-10-29
ASR Vermogensbeheer N.V.
INCREASED
Shares26,555 from 19,430
Change+7,125 (+37%)
Value$17.8M (+$5.5M)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
INCREASED
Shares26,416 from 26,406
Change+10 (+0%)
Value$17.7M (+$989.6K)
Filed 2026-11-03
Wallington Asset Management, LLC
INCREASED
Shares26,084 from 26,069
Change+15 (+0%)
Value$17.5M (+$980.4K)
Filed 2026-11-04
Avantax Planning Partners, Inc.
INCREASED
Shares26,017 from 25,402
Change+615 (+2%)
Value$17.5M (+$1.4M)
Filed 2026-11-03
Mutual of America Capital Management LLC
DECREASED
Shares25,645 from 25,853
Change-208 (-1%)
Value$17.2M (+$822.6K)
Filed 2026-10-23
Montgomery Investment Management Inc
DECREASED
Shares25,060 from 25,240
Change-180 (-1%)
Value$16.8M (+$818.6K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares24,725 from 26,944
Change-2,219 (-8%)
Value$16.6M (-$487.6K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
DECREASED
Shares24,679 from 24,960
Change-281 (-1%)
Value$16.6M (+$740.4K)
Filed 2026-10-29
Calamos Wealth Management LLC
DECREASED
Shares24,604 from 25,025
Change-421 (-2%)
Value$16.5M (+$648.8K)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares24,603 from 25,305
Change-702 (-3%)
Value$16.5M (+$470.4K)
Filed 2026-11-05
Culbertson A N & Co Inc
DECREASED
Shares24,579 from 24,668
Change-89 (0%)
Value$16.5M (+$858.4K)
Filed 2026-10-21
Savant Capital, LLC
INCREASED
Shares24,238 from 18,975
Change+5,263 (+28%)
Value$16.3M (+$4.3M)
Filed 2026-11-06
Hamilton Point Investment Advisors, LLC
DECREASED
Shares24,039 from 24,215
Change-176 (-1%)
Value$16.2M (+$782.6K)
Filed 2026-11-03
Archon Partners LLC
INCREASED
Shares24,000 from 23,000
Change+1,000 (+4%)
Value$16.1M (+$1.5M)
Filed 2026-10-26
State of Alaska, Department of Revenue
DECREASED
Shares23,784 from 24,613
Change-829 (-3%)
Value$16.0M (+$360.0K)
Filed 2026-10-15
CWA Asset Management Group, LLC
INCREASED
Shares23,767 from 23,679
Change+88 (+0%)
Value$16.0M (+$940.1K)
Filed 2026-10-19
Stackstone Wealth, LLC
NEW
Shares23,747
Change+23,747
Value$15.9M
Filed 2026-10-19
Ethic Inc.
DECREASED
Shares23,021 from 33,381
Change-10,360 (-31%)
Value$15.5M (-$5.7M)
Filed 2026-11-03
Firetrail Investments PTY LTD
DECREASED
Shares22,902 from 23,102
Change-200 (-1%)
Value$15.4M (+$876.3K)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares22,717 from 22,354
Change+363 (+2%)
Value$15.2M (+$1.1M)
Filed 2026-11-05
Camden National Bank
DECREASED
Shares22,679 from 23,063
Change-384 (-2%)
Value$15.2M (+$600.5K)
Filed 2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares22,405 from 20,218
Change+2,187 (+11%)
Value$15.0M (+$2.2M)
Filed 2026-10-22
Levin Capital Strategies, L.P.
DECREASED
Shares22,212 from 22,395
Change-183 (-1%)
Value$14.9M (+$710.7K)
Filed 2026-11-02
Washington Trust Bank
DECREASED
Shares22,119 from 22,792
Change-673 (-3%)
Value$14.9M (+$396.4K)
Filed 2026-11-03
Trust Co of Toledo NA
DECREASED
Shares22,071 from 22,291
Change-220 (-1%)
Value$14.8M (+$681.9K)
Filed 2026-10-16
Generali Asset Management SPA SGR
INCREASED
Shares21,762 from 21,177
Change+585 (+3%)
Value$14.6M (+$1.2M)
Filed 2026-10-26
Carnegie Investment Counsel
DECREASED
Shares21,510 from 21,702
Change-192 (-1%)
Value$14.4M (+$679.2K)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares21,421 from 21,713
Change-292 (-1%)
Value$14.4M (+$612.1K)
Filed 2026-10-20
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares21,295 from 21,440
Change-145 (-1%)
Value$14.3M (+$700.6K)
Filed 2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares21,070 from 20,744
Change+326 (+2%)
Value$14.2M (+$991.0K)
Filed 2026-10-22
Lyell Wealth Management, LP
INCREASED
Shares20,997 from 20,668
Change+329 (+2%)
Value$14.1M (+$990.3K)
Filed 2026-10-30
Cullen Investment Group, Ltd.
DECREASED
Shares20,934 from 21,302
Change-368 (-2%)
Value$13.2M (-$269.0K)
Filed 2026-10-13
Nixon Peabody Trust Co
DECREASED
Shares20,917 from 20,997
Change-80 (0%)
Value$14.0M (+$727.8K)
Filed 2026-10-23
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares20,611 from 18,438
Change+2,173 (+12%)
Value$13.8M (+$2.1M)
Filed 2026-10-30
WoodTrust Financial Corp
INCREASED
Shares20,608 from 14,986
Change+5,622 (+38%)
Value$13.8M (+$4.3M)
Filed 2026-10-09
Cullinan Associates Inc
INCREASED
Shares20,478 from 19,576
Change+902 (+5%)
Value$13.8M (+$1.3M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares20,265 from 19,411
Change+854 (+4%)
Value$13.6M (+$1.3M)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares20,210 from 15,852
Change+4,358 (+27%)
Value$13.6M (+$3.5M)
Filed 2026-10-26
American Assets Investment Management, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$13.4M (+$744.4K)
Filed 2026-10-30
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$13.4M (+$744.4K)
Filed 2026-10-28
Teamwork Financial Advisors, LLC
DECREASED
Shares19,849 from 21,459
Change-1,610 (-7%)
Value$13.3M (-$282.3K)
Filed 2026-10-19
Park National Corp
DECREASED
Shares19,832 from 21,442
Change-1,610 (-8%)
Value$13.3M (-$283.1K)
Filed 2026-10-05
King Luther Capital Management Corp
DECREASED
Shares19,671 from 20,964
Change-1,293 (-6%)
Value$13.2M (-$88.0K)
Filed 2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED
Shares19,531 from 19,531
Change0 (0%)
Value$13.1M (+$727.0K)
Filed 2026-10-20
Trust Co of Vermont
INCREASED
Shares18,892 from 18,240
Change+652 (+4%)
Value$12.7M (+$1.1M)
Filed 2026-10-21
Mission Wealth Management, LP
DECREASED
Shares18,807 from 20,652
Change-1,845 (-9%)
Value$12.6M (-$470.4K)
Filed 2026-10-15
Traynor Capital Management, Inc.
INCREASED
Shares18,742 from 17,983
Change+759 (+4%)
Value$12.6M (+$1.2M)
Filed 2026-10-29
Achmea Investment Management B.V.
NEW
Shares18,637
Change+18,637
Value$12.5M
Filed 2026-10-30
Dynamic Financial Group
INCREASED
Shares18,426 from 18,389
Change+37 (+0%)
Value$12.4M (+$708.9K)
Filed 2026-10-28
Spring Capital Management, LLC
INCREASED
Shares18,270 from 17,979
Change+291 (+2%)
Value$12.3M (+$864.6K)
Filed 2026-10-09
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares18,075 from 18,906
Change-831 (-4%)
Value$12.1M (+$145.6K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED
Shares17,747 from 17,777
Change-30 (0%)
Value$11.9M (+$641.5K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares17,731 from 13,754
Change+3,977 (+29%)
Value$11.9M (+$3.2M)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares17,646 from 13,429
Change+4,217 (+31%)
Value$11.9M (+$3.3M)
Filed 2026-10-08
Willis Investment Counsel
DECREASED
Shares17,300 from 34,200
Change-16,900 (-49%)
Value$11.6M (-$10.1M)
Filed 2026-10-20
Perryman Financial Advisory Inc
DECREASED
Shares17,132 from 17,158
Change-26 (0%)
Value$11.5M (+$621.5K)
Filed 2026-10-16
City Holding Co
DECREASED
Shares17,022 from 17,041
Change-19 (0%)
Value$11.4M (+$621.4K)
Filed 2026-10-19
Choreo, LLC
DECREASED
Shares16,898 from 18,094
Change-1,196 (-7%)
Value$11.3M (+$524.3K)
Filed 2026-10-28
Rossmore Private Capital
UNCHANGED
Shares16,798 from 16,798
Change0 (0%)
Value$11.3M (+$625.2K)
Filed 2026-10-27
Confluence Wealth Services, Inc.
INCREASED
Shares16,736 from 11,104
Change+5,632 (+51%)
Value$11.2M (+$4.2M)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares16,601 from 15,556
Change+1,045 (+7%)
Value$11.1M (+$1.3M)
Filed 2026-10-15
Perigon Wealth Management, LLC
DECREASED
Shares16,465 from 19,232
Change-2,767 (-14%)
Value$11.1M (-$1.1M)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares16,428 from 15,957
Change+471 (+3%)
Value$11.0M (+$910.2K)
Filed 2026-10-30
Williams Jones Wealth Management, Llc.
INCREASED
Shares16,290 from 16,091
Change+199 (+1%)
Value$10.9M (+$732.5K)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares15,988 from 14,495
Change+1,493 (+10%)
Value$10.7M (+$1.5M)
Filed 2026-11-06
Sycomore Asset Management
UNCHANGED
Shares15,835 from 15,835
Change0 (0%)
Value$8.4K ($0)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares15,752 from 14,950
Change+802 (+5%)
Value$10.6M (+$1.2M)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares15,497 from 14,234
Change+1,263 (+9%)
Value$10.4M (+$1.4M)
Filed 2026-10-23
Burney Co/
DECREASED
Shares15,419 from 15,562
Change-143 (-1%)
Value$10.4M (+$483.2K)
Filed 2026-10-15
Weatherly Asset Management L. P.
INCREASED
Shares15,354 from 15,149
Change+205 (+1%)
Value$10.3M (+$701.8K)
Filed 2026-10-20
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares15,287 from 15,179
Change+108 (+1%)
Value$10.3M (+$637.5K)
Filed 2026-10-21
Capital Investment Counsel, LLC
DECREASED
Shares15,260 from 15,485
Change-225 (-1%)
Value$10.2M (+$425.3K)
Filed 2026-10-14
E. Ohman J:or Asset Management AB
DECREASED
Shares15,237 from 18,290
Change-3,053 (-17%)
Value$10.2M (-$1.4M)
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares15,204 from 13,221
Change+1,983 (+15%)
Value$10.2M (+$1.8M)
Filed 2026-11-05
Gouws Capital LLC
INCREASED
Shares14,895 from 14,782
Change+113 (+1%)
Value$10.0M (+$626.1K)
Filed 2026-10-09
Merit Financial Group, LLC
INCREASED
Shares14,815 from 13,394
Change+1,421 (+11%)
Value$9.9M (+$1.5M)
Filed 2026-11-06
Investment House LLC
DECREASED
Shares14,688 from 16,152
Change-1,464 (-9%)
Value$9.9M (-$382.0K)
Filed 2026-10-21
Crossmark Global Holdings, Inc.
INCREASED
Shares14,687 from 14,613
Change+74 (+1%)
Value$9.9M (+$593.6K)
Filed 2026-10-21
Allen Capital Group, LLC
DECREASED
Shares14,406 from 14,605
Change-199 (-1%)
Value$9.7M (+$410.0K)
Filed 2026-10-27
Addenda Capital Inc.
UNCHANGED
Shares14,300 from 14,300
Change0 (0%)
Value$9.6M (+$532.2K)
Filed 2026-10-13
Burns J W & Co Inc
INCREASED
Shares13,923 from 13,813
Change+110 (+1%)
Value$9.4M (+$588.2K)
Filed 2026-10-20
First Community Trust NA
DECREASED
Shares13,920 from 14,295
Change-375 (-3%)
Value$9.3M (+$280.2K)
Filed 2026-10-07
Simplicity Wealth,LLC
INCREASED
Shares13,890 from 12,797
Change+1,093 (+9%)
Value$9.3M (+$1.2M)
Filed 2026-10-23
Marietta Wealth Management, LLC
DECREASED
Shares13,450 from 13,930
Change-480 (-3%)
Value$8.7M (-$88.6K)
Filed 2026-10-22
Hartford Investment Management Co
DECREASED
Shares13,427 from 13,888
Change-461 (-3%)
Value$9.0M (+$207.3K)
Filed 2026-11-04
Robeco Institutional Asset Management B.V.
DECREASED
Shares13,092 from 21,998
Change-8,906 (-40%)
Value$8.8M (-$5.2M)
Filed 2026-10-20
Balefire, LLC
DECREASED
Shares13,027 from 13,062
Change-35 (0%)
Value$8.7M (+$462.8K)
Filed 2026-10-09
Penobscot Investment Management Company, Inc.
DECREASED
Shares13,009 from 13,359
Change-350 (-3%)
Value$8.7M (+$262.2K)
Filed 2026-10-26
Kanawha Capital Management LLC
DECREASED
Shares12,957 from 13,100
Change-143 (-1%)
Value$8.7M (+$391.6K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares12,928 from 8,764
Change+4,164 (+48%)
Value$8.7M (+$3.1M)
Filed 2026-10-29
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares12,919 from 10,846
Change+2,073 (+19%)
Value$8.7M (+$1.8M)
Filed 2026-10-26
Assenagon Asset Management S.A.
INCREASED
Shares12,743 from 8,057
Change+4,686 (+58%)
Value$8.6M (+$3.4M)
Filed 2026-10-15
Foster Group, Inc.
INCREASED
Shares12,715 from 11,925
Change+790 (+7%)
Value$8.5M (+$974.4K)
Filed 2026-10-13
New Mexico Educational Retirement Board
UNCHANGED
Shares12,602 from 12,602
Change0 (0%)
Value$8.5M (+$469.0K)
Filed 2026-11-05
Security National Bank
INCREASED
Shares12,570 from 12,063
Change+507 (+4%)
Value$8.4M (+$789.5K)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares12,333 from 12,507
Change-174 (-1%)
Value$8.3M (+$348.6K)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares12,300 from 12,800
Change-500 (-4%)
Value$8.3M (+$140.6K)
Filed 2026-10-20
Aull & Monroe Investment Management Corp
DECREASED
Shares12,250 from 12,506
Change-256 (-2%)
Value$8.2M (+$293.6K)
Filed 2026-10-16
Praxis Investment Management Inc
UNCHANGED
Shares12,223 from 12,223
Change0 (0%)
Value$8.2M (+$455.0K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares12,186 from 12,332
Change-146 (-1%)
Value$8.2M (+$361.3K)
Filed 2026-10-23
Central Trust Co
DECREASED
Shares12,170 from 12,405
Change-235 (-2%)
Value$8.2M (+$303.6K)
Filed 2026-11-05
Forum Financial Management, LP
DECREASED
Shares12,016 from 12,034
Change-18 (0%)
Value$8.1M (+$436.0K)
Filed 2026-10-16
Citizens Financial Group Inc
DECREASED
Shares11,979 from 14,793
Change-2,814 (-19%)
Value$8.0M (-$1.3M)
Filed 2026-10-23
Slow Capital, Inc.
DECREASED
Shares11,889 from 12,654
Change-765 (-6%)
Value$8.0M (-$43.1K)
Filed 2026-10-23
Fourpath Capital Management, LLC
DECREASED
Shares11,862 from 12,212
Change-350 (-3%)
Value$8.0M (+$219.5K)
Filed 2026-10-19
Fruth Investment Management
DECREASED
Shares11,829 from 12,145
Change-316 (-3%)
Value$7.9M (+$7.9M)
Filed 2026-10-13
Clear Harbor Asset Management, LLC
INCREASED
Shares11,640 from 3,526
Change+8,114 (+230%)
Value$7.8M (+$5.6M)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares11,542
Change+11,542
Value$7.7M
Filed 2026-11-03
Jefferies Financial Group Inc.
INCREASED
Shares11,408 from 11,098
Change+310 (+3%)
Value$7.7M (+$620.6K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares11,359 from 11,512
Change-153 (-1%)
Value$7.6M (+$325.7K)
Filed 2026-10-23
Stenger Family Office, LLC
NEW
Shares11,259
Change+11,259
Value$7.3M
Filed 2026-10-22
Baker Avenue Asset Management, LP
DECREASED
Shares11,212 from 11,276
Change-64 (-1%)
Value$7.5M (+$376.7K)
Filed 2026-11-06
Atala Financial Inc
UNCHANGED
Shares11,189 from 11,189
Change0 (0%)
Value$7.5M (+$416.5K)
Filed 2026-10-22
Churchill Financial Advisors, LLC
UNCHANGED
Shares11,167 from 11,167
Change0 (0%)
Value$7.5M (+$415.6K)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares11,102 from 11,357
Change-255 (-2%)
Value$7.5M (+$250.9K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares11,070 from 10,462
Change+608 (+6%)
Value$7.4M (+$798.3K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares10,962 from 11,025
Change-63 (-1%)
Value$7.4M (+$367.8K)
Filed 2026-10-13
United Asset Strategies, Inc.
DECREASED
Shares10,870 from 11,052
Change-182 (-2%)
Value$7.3M (+$289.2K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares10,669 from 10,499
Change+170 (+2%)
Value$7.2M (+$505.0K)
Filed 2026-10-28
Argyle Capital Management, LLC
DECREASED
Shares10,623 from 10,703
Change-80 (-1%)
Value$7.1M (+$344.6K)
Filed 2026-10-28
Greenwood Capital Associates LLC
DECREASED
Shares10,372 from 10,398
Change-26 (0%)
Value$7.0M (+$369.6K)
Filed 2026-10-27
Barings LLC
INCREASED
Shares10,364 from 10,068
Change+296 (+3%)
Value$7.0M (+$573.5K)
Filed 2026-10-22
Asset Advisors Investment Management, LLC
UNCHANGED
Shares10,258 from 10,258
Change0 (0%)
Value$6.9M (+$381.8K)
Filed 2026-10-19
Covea Finance
UNCHANGED
Shares10,243 from 10,243
Change0 (0%)
Value$6.9M (+$381.2K)
Filed 2026-10-21
Fifth Third Wealth Advisors LLC
DECREASED
Shares10,070 from 10,703
Change-633 (-6%)
Value$6.8M (-$26.7K)
Filed 2026-10-22
Elyxium Wealth, LLC
DECREASED
Shares9,797 from 9,799
Change-2 (0%)
Value$6.6M (+$363.4K)
Filed 2026-10-27
Arlington Financial Advisors, LLC
DECREASED
Shares9,795 from 10,304
Change-509 (-5%)
Value$6.6M (+$41.7K)
Filed 2026-10-19
Masterinvest Kapitalanlage GmbH
INCREASED
Shares9,711 from 9,655
Change+56 (+1%)
Value$6.5M (+$397.0K)
Filed 2026-11-03
Tokio Marine Asset Management Co LTD
UNCHANGED
Shares9,707 from 9,707
Change0 (0%)
Value$6.5M (+$361.3K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
INCREASED
Shares9,519 from 8,828
Change+691 (+8%)
Value$6.4M (+$792.1K)
Filed 2026-10-08
BNC Wealth Management, LLC
INCREASED
Shares9,414 from 9,279
Change+135 (+1%)
Value$6.3M (+$436.1K)
Filed 2026-10-19
Weitzel Financial Services, Inc.
INCREASED
Shares9,411 from 9,310
Change+101 (+1%)
Value$6.4M (+$542.8K)
Filed 2026-10-16
SevenBridge Financial Group, LLC
INCREASED
Shares9,339 from 9,316
Change+23 (+0%)
Value$5.9M (+$120.3K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares9,169 from 9,046
Change+123 (+1%)
Value$6.2M (+$419.3K)
Filed 2026-10-16
Nikulski Financial, Inc.
DECREASED
Shares9,169 from 9,197
Change-28 (0%)
Value$6.2M (+$323.5K)
Filed 2026-11-06
Fisher Funds Management LTD
INCREASED
Shares9,000 from 6,000
Change+3,000 (+50%)
Value$6.0M (+$2.2M)
Filed 2026-10-13
Csenge Advisory Group
INCREASED
Shares8,983 from 5,888
Change+3,095 (+53%)
Value$6.0M (+$2.3M)
Filed 2026-11-04
Armstrong Advisory Group, Inc
DECREASED
Shares8,785 from 8,806
Change-21 (0%)
Value$5.9M (+$313.6K)
Filed 2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares8,766 from 8,671
Change+95 (+1%)
Value$5.9M (+$386.8K)
Filed 2026-10-23
Juno Financial Group LLC
INCREASED
Shares8,746 from 8,712
Change+34 (+0%)
Value$5.9M (+$347.1K)
Filed 2026-10-27
Essex LLC
DECREASED
Shares8,657 from 8,707
Change-50 (-1%)
Value$5.8M (+$290.4K)
Filed 2026-10-14
Boston Common Asset Management, LLC
INCREASED
Shares8,616 from 7,223
Change+1,393 (+19%)
Value$5.8M (+$1.2M)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares8,592 from 9,305
Change-713 (-8%)
Value$5.8M (-$132.0K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares8,588 from 7,548
Change+1,040 (+14%)
Value$5.8M (+$979.5K)
Filed 2026-10-13
DLK Investment Management, LLC
INCREASED
Shares8,467 from 7,858
Change+609 (+8%)
Value$5.7M (+$2.7M)
Filed 2026-10-09
Whitener Capital Management, Inc.
INCREASED
Shares8,412 from 8,261
Change+151 (+2%)
Value$5.6M (+$408.9K)
Filed 2026-10-15
V-Square Quantitative Management LLC
INCREASED
Shares8,365 from 8,346
Change+19 (+0%)
Value$5.6M (+$323.4K)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares8,356 from 6,002
Change+2,354 (+39%)
Value$5.6M (+$1.8M)
Filed 2026-10-22
Baer Investment Advisory LLC
DECREASED
Shares8,349 from 8,524
Change-175 (-2%)
Value$5.6M (+$256.9K)
Filed 2026-10-13
Meiji Yasuda America Inc
INCREASED
Shares8,238 from 6,714
Change+1,524 (+23%)
Value$5.5M (+$1.3M)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares8,217 from 8,107
Change+110 (+1%)
Value$5.5M (+$375.9K)
Filed 2026-11-04
Vest Financial, LLC
DECREASED
Shares8,178 from 8,276
Change-98 (-1%)
Value$5.5M (+$242.2K)
Filed 2026-10-21
Sigma Planning Corp
INCREASED
Shares8,161 from 7,212
Change+949 (+13%)
Value$5.5M (+$896.8K)
Filed 2026-10-23
Clearstead Trust, LLC
INCREASED
Shares8,155 from 7,997
Change+158 (+2%)
Value$5.5M (+$403.8K)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares8,046 from 8,193
Change-147 (-2%)
Value$5.4M (+$207.0K)
Filed 2026-10-22
Fogel Capital Management, Inc.
INCREASED
Shares8,036 from 7,842
Change+194 (+2%)
Value$5.4M (+$422.2K)
Filed 2026-11-04
KCM Investment Advisors LLC
DECREASED
Shares7,856 from 7,969
Change-113 (-1%)
Value$5.3M (+$220.8K)
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares7,847 from 6,866
Change+981 (+14%)
Value$5.3M (+$914.3K)
Filed 2026-10-08
Parsons Capital Management Inc
DECREASED
Shares7,756 from 7,846
Change-90 (-1%)
Value$5.2M (+$231.6K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares7,748 from 6,714
Change+1,034 (+15%)
Value$5.2M (+$944.2K)
Filed 2026-11-03
Family Legacy, Inc.
INCREASED
Shares7,729 from 7,691
Change+38 (+0%)
Value$5.2M (+$311.8K)
Filed 2026-10-13
Union Bancaire Privee, UBP SA
DECREASED
Shares7,697 from 8,626
Change-929 (-11%)
Value$5.1M (+$67.6K)
Filed 2026-11-04
Romano Brothers and Company
DECREASED
Shares7,626 from 7,911
Change-285 (-4%)
Value$5.1M (+$103.0K)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares7,603 from 1,917
Change+5,686 (+297%)
Value$5.1M (+$3.9M)
Filed 2026-10-14
North Dakota State Investment Board
INCREASED
Shares7,562 from 7,265
Change+297 (+4%)
Value$5.1M (+$469.9K)
Filed 2026-10-27
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares7,480
Change+7,480
Value$5.0M
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED
Shares7,439 from 7,064
Change+375 (+5%)
Value$5.0M (+$515.0K)
Filed 2026-10-05
Y.D. More Investments Ltd
DECREASED
Shares7,438 from 9,234
Change-1,796 (-19%)
Value$5.0M (+$4.3M)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares7,368 from 9,158
Change-1,790 (-20%)
Value$4.9M (-$861.4K)
Filed 2026-10-21
Bokf, NA
DECREASED
Shares7,358 from 7,840
Change-482 (-6%)
Value$4.9M (-$31.9K)
Filed 2026-10-27
Welch & Forbes LLC
INCREASED
Shares7,316 from 7,269
Change+47 (+1%)
Value$4.9M (+$302.1K)
Filed 2026-11-04
North Star Investment Management Corp.
DECREASED
Shares7,315 from 7,316
Change-1 (0%)
Value$4.9M (+$271.6K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares7,309 from 6,559
Change+750 (+11%)
Value$4.8M (+$841.9K)
Filed 2026-10-08
Great Lakes Retirement, Inc.
INCREASED
Shares7,229 from 7,081
Change+148 (+2%)
Value$4.9M (+$362.2K)
Filed 2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares7,220 from 22,267
Change-15,047 (-68%)
Value$4.9M (-$9.1M)
Filed 2026-10-29
Parcion Private Wealth LLC
INCREASED
Shares7,157 from 7,148
Change+9 (+0%)
Value$4.8M (+$272.1K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares7,144 from 7,055
Change+89 (+1%)
Value$4.8M (+$322.4K)
Filed 2026-10-27
Columbia Asset Management
DECREASED
Shares7,134 from 7,771
Change-637 (-8%)
Value$4.8M (-$138.5K)
Filed 2026-10-19
Lipe & Dalton
DECREASED
Shares7,128 from 7,243
Change-115 (-2%)
Value$4.8M (+$4.8M)
Filed 2026-10-15
PKO Investment Management Joint-Stock Co
NEW
Shares7,086
Change+7,086
Value$4.8M
Filed 2026-10-19
Accel Wealth Management
DECREASED
Shares7,063 from 7,080
Change-17 (0%)
Value$4.7M (+$252.4K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
INCREASED
Shares7,024 from 5,902
Change+1,122 (+19%)
Value$4.7M (+$973.2K)
Filed 2026-10-06
First American Bank
DECREASED
Shares6,980 from 6,985
Change-5 (0%)
Value$4.7M (+$256.6K)
Filed 2026-10-27
Ritholtz Wealth Management
INCREASED
Shares6,827 from 6,591
Change+236 (+4%)
Value$4.6M (+$403.9K)
Filed 2026-11-05
Florida Trust Wealth Management Co
INCREASED
Shares6,823 from 6,145
Change+678 (+11%)
Value$4.6M (+$684.0K)
Filed 2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares6,801 from 6,801
Change0 (0%)
Value$4.3M ($0)
Filed 2026-10-15
Petredis Investment Advisors LLC
DECREASED
Shares6,772 from 6,778
Change-6 (0%)
Value$4.5M (+$248.2K)
Filed 2026-10-20
Busey Bank
DECREASED
Shares6,762 from 6,789
Change-27 (0%)
Value$4.5M (+$234.6K)
Filed 2026-10-26
Geneva Partners, LLC
INCREASED
Shares6,750 from 555
Change+6,195 (+1116%)
Value$4.5M (+$4.2M)
Filed 2026-10-26
Pinnacle Associates LTD
DECREASED
Shares6,747 from 6,852
Change-105 (-2%)
Value$4.5M (+$184.5K)
Filed 2026-10-20
Sterling Investment Advisors, Ltd.
DECREASED
Shares6,729 from 6,964
Change-235 (-3%)
Value$4.5M (+$101.6K)
Filed 2026-10-27
Wendell David Associates Inc
DECREASED
Shares6,724 from 6,853
Change-129 (-2%)
Value$4.5M (+$168.0K)
Filed 2026-10-27
Embree Financial Group
INCREASED
Shares6,706 from 6,696
Change+10 (+0%)
Value$4.5M (+$256.3K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
INCREASED
Shares6,698 from 6,179
Change+519 (+8%)
Value$4.5M (+$577.9K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares6,678 from 6,609
Change+69 (+1%)
Value$4.5M (+$343.5K)
Filed 2026-10-13
Quadrant Capital Group LLC
INCREASED
Shares6,601 from 6,461
Change+140 (+2%)
Value$4.3M (+$192.2K)
Filed 2026-10-20
Canandaigua National Bank & Trust Co
DECREASED
Shares6,595 from 7,067
Change-472 (-7%)
Value$4.4M (-$53.9K)
Filed 2026-10-07
Modera Wealth Management, LLC
INCREASED
Shares6,586 from 6,047
Change+539 (+9%)
Value$4.4M (+$587.0K)
Filed 2026-10-28
Rayburn West Financial Services LLC
INCREASED
Shares6,573 from 6,500
Change+73 (+1%)
Value$4.4M (+$290.9K)
Filed 2026-11-03
Securian Asset Management, Inc
DECREASED
Shares6,556 from 6,716
Change-160 (-2%)
Value$4.4M (+$391.6K)
Filed 2026-11-06
Dmkc Advisory Services, LLC
DECREASED
Shares6,488 from 14,778
Change-8,290 (-56%)
Value$4.4M (-$5.0M)
Filed 2026-11-04
Washington Trust Co
DECREASED
Shares6,486 from 6,493
Change-7 (0%)
Value$4.4M (+$237.0K)
Filed 2026-10-22
Tarbox Family Office, Inc.
UNCHANGED
Shares6,468 from 6,468
Change0 (0%)
Value$4.3M (+$240.7K)
Filed 2026-10-23
Indivisible Partners
INCREASED
Shares6,464 from 3,275
Change+3,189 (+97%)
Value$4.3M (+$2.3M)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares6,455 from 6,911
Change-456 (-7%)
Value$4.3M (-$49.0K)
Filed 2026-10-05
Nations Financial Group Inc,
DECREASED
Shares6,438 from 6,583
Change-145 (-2%)
Value$4.3M (+$147.7K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares6,398 from 6,576
Change-178 (-3%)
Value$4.3M (+$125.2K)
Filed 2026-10-28
Oliver Luxxe Assets LLC
DECREASED
Shares6,328 from 6,348
Change-20 (0%)
Value$4.2M (+$223.0K)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
DECREASED
Shares6,281 from 6,372
Change-91 (-1%)
Value$4.2M (+$176.1K)
Filed 2026-10-16
PDS Planning, Inc
INCREASED
Shares6,243 from 6,212
Change+31 (+1%)
Value$4.2M (+$252.1K)
Filed 2026-11-03
Jacobi Capital Management LLC
DECREASED
Shares6,212 from 6,272
Change-60 (-1%)
Value$4.2M (+$193.4K)
Filed 2026-11-05
Charles Schwab Trust Co
DECREASED
Shares6,135 from 6,145
Change-10 (0%)
Value$4.1M (+$222.0K)
Filed 2026-10-15
Carret Asset Management, LLC
DECREASED
Shares6,116 from 6,421
Change-305 (-5%)
Value$4.1M (+$34.3K)
Filed 2026-11-04
First Citizens Bank & Trust Co
INCREASED
Shares6,058 from 3,278
Change+2,780 (+85%)
Value$4.1M (+$2.0M)
Filed 2026-10-14
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares6,011 from 6,011
Change0 (0%)
Value$4.0M (+$223.7K)
Filed 2026-11-05
Cohen Klingenstein LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$4.0M (+$223.3K)
Filed 2026-10-15
Smithbridge Asset Management Inc
INCREASED
Shares5,980 from 5,555
Change+425 (+8%)
Value$4.0M (+$492.1K)
Filed 2026-10-19
Mendel Money Management
DECREASED
Shares5,979 from 6,149
Change-170 (-3%)
Value$4.0M (+$114.7K)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares5,927 from 6,768
Change-841 (-12%)
Value$4.0M (-$312.5K)
Filed 2026-10-13
Westover Capital Advisors, LLC
INCREASED
Shares5,924 from 5,817
Change+107 (+2%)
Value$4.0M (+$288.4K)
Filed 2026-10-26
Fire Capital Management LLC
INCREASED
Shares5,890 from 5,868
Change+22 (+0%)
Value$4.0M (+$233.2K)
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares5,884 from 5,417
Change+467 (+9%)
Value$4.0M (+$515.5K)
Filed 2026-10-15
Delta Capital Management LLC
DECREASED
Shares5,840 from 5,850
Change-10 (0%)
Value$3.9M (+$3.9M)
Filed 2026-10-16
Jacksonville Wealth Management, LLC
DECREASED
Shares5,820 from 5,826
Change-6 (0%)
Value$3.9M (+$212.6K)
Filed 2026-10-30
Stablepoint Partners, LLC
DECREASED
Shares5,815 from 5,827
Change-12 (0%)
Value$3.9M (+$208.9K)
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares5,768 from 5,768
Change0 (0%)
Value$3.9M (+$214.7K)
Filed 2026-10-30
Spirit of America Management Corp
INCREASED
Shares5,750 from 5,560
Change+190 (+3%)
Value$3.9M (+$334.5K)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares5,737 from 5,469
Change+268 (+5%)
Value$3.9M (+$383.4K)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
DECREASED
Shares5,689 from 6,675
Change-986 (-15%)
Value$3.8M (-$413.7K)
Filed 2026-10-27
EPG Wealth Management LLC
DECREASED
Shares5,656 from 5,939
Change-283 (-5%)
Value$3.8M (+$30.8K)
Filed 2026-11-03
Vivid Wealth Management, LLC
DECREASED
Shares5,599 from 5,690
Change-91 (-2%)
Value$3.8M (+$150.8K)
Filed 2026-10-27
Aviance Capital Partners, LLC
INCREASED
Shares5,577 from 5,573
Change+4 (+0%)
Value$3.7M (+$210.1K)
Filed 2026-10-29
Greenleaf Trust
DECREASED
Shares5,574 from 5,579
Change-5 (0%)
Value$3.7M (+$204.3K)
Filed 2026-10-29
Jcic Asset Management Inc.
INCREASED
Shares5,535 from 5,503
Change+32 (+1%)
Value$3.7M (+$617.2K)
Filed 2026-10-30
BCM Advisors, LLC
DECREASED
Shares5,528 from 5,548
Change-20 (0%)
Value$3.7M (+$249.0K)
Filed 2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares5,514 from 5,524
Change-10 (0%)
Value$3.7M (+$198.9K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED
Shares5,504 from 5,373
Change+131 (+2%)
Value$3.7M (+$284.0K)
Filed 2026-11-05
Fiduciary Alliance LLC
DECREASED
Shares5,470 from 5,587
Change-117 (-2%)
Value$3.7M (+$129.3K)
Filed 2026-10-13
Quad-Cities Investment Group, LLC
DECREASED
Shares5,468 from 5,496
Change-28 (-1%)
Value$3.7M (+$185.5K)
Filed 2026-10-16
Guyasuta Investment Advisors Inc
DECREASED
Shares5,429 from 6,058
Change-629 (-10%)
Value$3.6M (-$196.9K)
Filed 2026-10-15
Third View Private Wealth, LLC
INCREASED
Shares5,428 from 5,400
Change+28 (+1%)
Value$3.6M (+$219.8K)
Filed 2026-10-30
Trek Financial, LLC
INCREASED
Shares5,412 from 1,608
Change+3,804 (+237%)
Value$3.6M (+$2.6M)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED
Shares5,384 from 4,363
Change+1,021 (+23%)
Value$3.6M (+$848.0K)
Filed 2026-10-21
Myriad Asset Management Advisors LLC
UNCHANGED
Shares5,382 from 5,382
Change0 (0%)
Value$3.6M (+$200.0K)
Filed 2026-11-03
Northcape Wealth Management, LLC
DECREASED
Shares5,365 from 6,437
Change-1,072 (-17%)
Value$3.6M (-$479.9K)
Filed 2026-11-04
Brighton Jones LLC
INCREASED
Shares5,364 from 5,098
Change+266 (+5%)
Value$3.6M (+$368.6K)
Filed 2026-11-03
Cypress Asset Management Inc
DECREASED
Shares5,350 from 5,470
Change-120 (-2%)
Value$3.6M (+$123.0K)
Filed 2026-10-09
Larson Financial Group LLC
INCREASED
Shares5,312 from 5,153
Change+159 (+3%)
Value$3.6M (+$299.1K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares5,307 from 4,292
Change+1,015 (+24%)
Value$3.6M (+$841.1K)
Filed 2026-11-04
Essex Bank
DECREASED
Shares5,303 from 5,304
Change-1 (0%)
Value$3.6M (+$196.7K)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
INCREASED
Shares5,219 from 5,092
Change+127 (+2%)
Value$3.5M (+$274.6K)
Filed 2026-10-22
Columbia Bank
INCREASED
Shares5,216 from 5,166
Change+50 (+1%)
Value$3.5M (+$225.9K)
Filed 2026-10-29
Fairfield Financial Advisors, LTD
DECREASED
Shares5,211 from 5,734
Change-523 (-9%)
Value$3.5M (-$137.9K)
Filed 2026-10-14
Valley Brook Capital Group, Inc.
UNCHANGED
Shares5,209 from 5,209
Change0 (0%)
Value$3.5M (+$193.9K)
Filed 2026-10-26
Westhampton Capital, LLC
DECREASED
Shares5,205 from 5,435
Change-230 (-4%)
Value$3.5M (+$47.8K)
Filed 2026-10-30
Avior Wealth Management, LLC
DECREASED
Shares5,171 from 5,317
Change-146 (-3%)
Value$3.5M (+$99.5K)
Filed 2026-10-13
Kintegral Advisory, LLC
INCREASED
Shares5,161 from 5,132
Change+29 (+1%)
Value$3.5M (+$210.5K)
Filed 2026-10-16
First Financial Bank - Trust Division
DECREASED
Shares5,145 from 5,165
Change-20 (0%)
Value$3.5M (+$178.8K)
Filed 2026-10-01
Heritage Wealth Management, Inc.
DECREASED
Shares5,142 from 5,192
Change-50 (-1%)
Value$3.5M (+$159.7K)
Filed 2026-10-28
Montag A & Associates Inc
INCREASED
Shares5,136 from 4,982
Change+154 (+3%)
Value$3.5M (+$289.3K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
INCREASED
Shares5,099 from 5,045
Change+54 (+1%)
Value$3.4M (+$224.4K)
Filed 2026-10-21
Physicians Financial Services, Inc.
DECREASED
Shares5,068 from 5,114
Change-46 (-1%)
Value$3.4M (+$160.0K)
Filed 2026-11-04
Chilton Capital Management LLC
DECREASED
Shares5,041 from 8,123
Change-3,082 (-38%)
Value$3.4M (-$1.8M)
Filed 2026-10-28
Hennessy Advisors Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$3.4M (+$186.1K)
Filed 2026-10-28
Viking Fund Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$3.4M (+$186.1K)
Filed 2026-10-14
CX Institutional
INCREASED
Shares4,996 from 2,951
Change+2,045 (+69%)
Value$3.4K (+$1.5K)
Filed 2026-10-02
Plato Investment Management Ltd
INCREASED
Shares4,835 from 4,493
Change+342 (+8%)
Value$3.3M (+$426.2K)
Filed 2026-11-05
Massachusetts Wealth Management
DECREASED
Shares4,826 from 5,116
Change-290 (-6%)
Value$3.2M (-$4.3K)
Filed 2026-10-21
Zevenbergen Capital Investments LLC
INCREASED
Shares4,815 from 4,465
Change+350 (+8%)
Value$3.2M (+$401.2K)
Filed 2026-10-08
ZWJ Investment Counsel Inc
INCREASED
Shares4,789 from 1,218
Change+3,571 (+293%)
Value$3.2M (+$2.4M)
Filed 2026-10-15
Natixis
NEW
Shares4,786
Change+4,786
Value$3.2M
Filed 2026-11-06
Procyon Advisors, LLC
DECREASED
Shares4,755 from 5,126
Change-371 (-7%)
Value$3.2M (-$58.2K)
Filed 2026-10-21
Tema Etfs LLC
DECREASED
Shares4,718 from 5,670
Change-952 (-17%)
Value$3.2M (-$428.3K)
Filed 2026-10-16
Compound Planning, Inc.
INCREASED
Shares4,716 from 4,646
Change+70 (+2%)
Value$3.2M (+$220.3K)
Filed 2026-11-05
Capital Management Associates, Inc
DECREASED
Shares4,684 from 4,685
Change-1 (0%)
Value$3.1M (+$173.2K)
Filed 2026-10-20
Beaumont Financial Advisors, LLC
DECREASED
Shares4,672 from 4,682
Change-10 (0%)
Value$3.1M (+$167.5K)
Filed 2026-10-22
CMH Wealth Management LLC
DECREASED
Shares4,634 from 4,912
Change-278 (-6%)
Value$3.1M (-$4.3K)
Filed 2026-10-22
Naples Global Advisors, LLC
DECREASED
Shares4,631 from 4,755
Change-124 (-3%)
Value$3.1M (+$93.7K)
Filed 2026-11-05
Violich Capital Management, Inc.
DECREASED
Shares4,624 from 4,640
Change-16 (0%)
Value$3.1M (+$162.0K)
Filed 2026-10-05
Harrington Investments, Inc
DECREASED
Shares4,603 from 4,705
Change-102 (-2%)
Value$3.1M (+$106.6K)
Filed 2026-10-14
Eastern Bank
DECREASED
Shares4,538 from 4,712
Change-174 (-4%)
Value$3.0M (+$58.5K)
Filed 2026-10-05
Mystic Asset Management, Inc.
DECREASED
Shares4,506 from 4,625
Change-119 (-3%)
Value$3.0M (+$92.1K)
Filed 2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares4,466 from 4,222
Change+244 (+6%)
Value$3.0M (+$321.0K)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares4,454 from 4,565
Change-111 (-2%)
Value$3.0M (+$95.5K)
Filed 2026-10-30
Lincoln Capital LLC
INCREASED
Shares4,449 from 4,439
Change+10 (+0%)
Value$3.0M (+$182.9K)
Filed 2026-10-09
Taylor Securities Services, Inc.
UNCHANGED
Shares4,425 from 4,425
Change0 (0%)
Value$3.0M (+$164.7K)
Filed 2026-10-20
Virtue Asset Management LLC
INCREASED
Shares4,397 from 4,308
Change+89 (+2%)
Value$3.0M (+$220.0K)
Filed 2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED
Shares4,331 from 2,890
Change+1,441 (+50%)
Value$2.9M (+$1.1M)
Filed 2026-10-19
Ballast, Inc.
INCREASED
Shares4,325 from 4,311
Change+14 (+0%)
Value$2.9M (+$169.9K)
Filed 2026-10-20
Crestwood Advisors Group, LLC
INCREASED
Shares4,314 from 4,171
Change+143 (+3%)
Value$2.9M (+$251.3K)
Filed 2026-10-27
Mesirow Financial Investment Management, Inc.
INCREASED
Shares4,270 from 4,176
Change+94 (+2%)
Value$2.9M (+$219.3K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares4,257 from 3,393
Change+864 (+25%)
Value$2.8M (+$786.4K)
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
DECREASED
Shares4,202 from 4,519
Change-317 (-7%)
Value$2.8M (-$45.0K)
Filed 2026-10-29
Venture Visionary Partners LLC
DECREASED
Shares4,179 from 4,688
Change-509 (-11%)
Value$2.8M (-$167.2K)
Filed 2026-10-07
Coastline Trust Co
DECREASED
Shares4,178 from 4,229
Change-51 (-1%)
Value$2.8M (+$123.2K)
Filed 2026-10-01
RFG Advisory, LLC
INCREASED
Shares4,149 from 4,114
Change+35 (+1%)
Value$2.8M (+$176.3K)
Filed 2026-11-03
Cane Capital Partners, LLC
DECREASED
Shares4,133 from 4,784
Change-651 (-14%)
Value$2.8M (-$259.1K)
Filed 2026-10-23
Summit Asset Management, LLC
DECREASED
Shares4,106 from 4,125
Change-19 (0%)
Value$2.8M (+$140.8K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares4,102 from 3,901
Change+201 (+5%)
Value$2.8M (+$279.4K)
Filed 2026-11-03
Pacific Sage Partners, LLC
UNCHANGED
Shares4,086 from 4,086
Change0 (0%)
Value$2.7M (+$152.1K)
Filed 2026-10-21
Aaron Wealth Advisors LLC
DECREASED
Shares4,076 from 4,219
Change-143 (-3%)
Value$2.7M (+$61.1K)
Filed 2026-10-13
J. Team Financial, Inc.
INCREASED
Shares4,074 from 3,959
Change+115 (+3%)
Value$2.7M (+$224.3K)
Filed 2026-11-03
Princeton Capital Management LLC
DECREASED
Shares4,054 from 4,055
Change-1 (0%)
Value$2.7M (+$150.3K)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares4,053 from 4,121
Change-68 (-2%)
Value$2.7M (+$108.0K)
Filed 2026-10-26
Frank, Rimerman Advisors LLC
INCREASED
Shares4,053 from 4,014
Change+39 (+1%)
Value$2.7M (+$175.6K)
Filed 2026-10-16
Clark Asset Management, LLC
DECREASED
Shares4,045 from 4,075
Change-30 (-1%)
Value$2.7M (+$131.5K)
Filed 2026-10-19
Wilkins Investment Counsel Inc
UNCHANGED
Shares4,040 from 4,040
Change0 (0%)
Value$2.7M (+$150.4K)
Filed 2026-11-03
Progressive Investment Management Corp
DECREASED
Shares4,012 from 4,044
Change-32 (-1%)
Value$2.7M (+$129.0K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares3,997 from 3,960
Change+37 (+1%)
Value$2.7M (+$172.1K)
Filed 2026-11-04
Lineweaver Wealth Advisors, LLC
DECREASED
Shares3,987 from 4,358
Change-371 (-9%)
Value$2.7M (-$87.2K)
Filed 2026-10-13
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares3,959 from 4,016
Change-57 (-1%)
Value$2.7M (+$111.1K)
Filed 2026-10-06
Pine Haven Investment Counsel, Inc
DECREASED
Shares3,943 from 3,972
Change-29 (-1%)
Value$2.6M (+$128.4K)
Filed 2026-11-02
Simplex Trading, LLC
INCREASED
Shares3,915 from 980
Change+2,935 (+299%)
Value$2.6M (+$2.0M)
Filed 2026-11-04
SS&H Financial Advisors, Inc.
DECREASED
Shares3,879 from 3,979
Change-100 (-3%)
Value$2.6M (+$81.0K)
Filed 2026-10-28
Marion Wealth Management
INCREASED
Shares3,852 from 3,812
Change+40 (+1%)
Value$2.6M (+$168.5K)
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares3,848 from 5,855
Change-2,007 (-34%)
Value$2.6M (-$1.1M)
Filed 2026-10-07
Oak Harvest Investment Services
INCREASED
Shares3,841 from 2,444
Change+1,397 (+57%)
Value$2.6M (+$1.0M)
Filed 2026-10-20
Alps Advisors Inc
INCREASED
Shares3,822 from 3,667
Change+155 (+4%)
Value$2.6M (+$240.6K)
Filed 2026-11-03
Acropolis Investment Management, LLC
DECREASED
Shares3,804 from 3,844
Change-40 (-1%)
Value$2.6M (+$116.2K)
Filed 2026-10-08
Cypress Point Wealth Management, LLC
INCREASED
Shares3,793 from 3,761
Change+32 (+1%)
Value$2.5M (+$161.5K)
Filed 2026-11-03
Bailard, Inc.
INCREASED
Shares3,765 from 3,764
Change+1 (+0%)
Value$2.5M (+$140.8K)
Filed 2026-10-13
Cove Private Wealth, LLC
INCREASED
Shares3,701 from 3,699
Change+2 (+0%)
Value$2.5M (+$139.0K)
Filed 2026-10-28
Saybrook Capital
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$2.5M (+$137.7K)
Filed 2026-10-27
Altman Advisors, Inc.
DECREASED
Shares3,698 from 3,705
Change-7 (0%)
Value$2.5M (+$133.2K)
Filed 2026-11-05
Xcel Wealth Management, LLC
INCREASED
Shares3,696 from 3,690
Change+6 (+0%)
Value$2.5M (+$141.4K)
Filed 2026-10-26
Waycross Investment Management Co
DECREASED
Shares3,688 from 3,746
Change-58 (-2%)
Value$2.5M (+$100.5K)
Filed 2026-10-14
Harbor Capital Advisors, Inc.
INCREASED
Shares3,684 from 3,668
Change+16 (+0%)
Value$2.5M (+$147.0K)
Filed 2026-10-22
BLB&B Advisors, LLC
DECREASED
Shares3,670 from 3,977
Change-307 (-8%)
Value$2.5M (-$57.9K)
Filed 2026-10-27
Paragon Private Wealth Management, LLC
INCREASED
Shares3,665 from 3,580
Change+85 (+2%)
Value$2.5M (+$190.2K)
Filed 2026-10-20
Trust Investment Advisors
INCREASED
Shares3,659 from 3,454
Change+205 (+6%)
Value$2.5M (+$266.2K)
Filed 2026-10-20
Formidable Asset Management, LLC
INCREASED
Shares3,654 from 3,652
Change+2 (+0%)
Value$2.3M (+$260.4K)
Filed 2026-11-03
Hixon Zuercher, LLC
DECREASED
Shares3,613 from 3,683
Change-70 (-2%)
Value$2.4M (+$90.1K)
Filed 2026-10-13
Advocate Group LLC
UNCHANGED
Shares3,601 from 3,601
Change0 (0%)
Value$2.4M (+$134.0K)
Filed 2026-10-19
Wilkerson Advisory Group LLC
INCREASED
Shares3,583 from 3,479
Change+104 (+3%)
Value$2.4M (+$198.9K)
Filed 2026-10-20
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares3,583 from 3,582
Change+1 (+0%)
Value$2.4M (+$133.7K)
Filed 2026-10-19
First Merchants Corp
DECREASED
Shares3,570 from 3,707
Change-137 (-4%)
Value$2.4M (+$46.0K)
Filed 2026-10-15
Malaga Cove Capital, LLC
DECREASED
Shares3,561 from 3,618
Change-57 (-2%)
Value$2.4M (+$96.4K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares3,544 from 3,491
Change+53 (+2%)
Value$2.4M (+$165.6K)
Filed 2026-10-23
Premier Path Wealth Partners, LLC
INCREASED
Shares3,528 from 3,515
Change+13 (+0%)
Value$2.4M (+$139.6K)
Filed 2026-10-16
Legacy Bridge, LLC
DECREASED
Shares3,518 from 4,046
Change-528 (-13%)
Value$2.4M (-$204.0K)
Filed 2026-10-28
Opinicus Capital, Inc.
DECREASED
Shares3,505 from 3,583
Change-78 (-2%)
Value$2.4M (+$80.5K)
Filed 2026-10-28
Central Bank & Trust Co
DECREASED
Shares3,496 from 5,410
Change-1,914 (-35%)
Value$2.3M (-$1.1M)
Filed 2026-10-09
Private Trust Co NA
INCREASED
Shares3,488 from 2,992
Change+496 (+17%)
Value$2.3M (+$444.2K)
Filed 2026-10-20
Retirement Planning Group, LLC
DECREASED
Shares3,459 from 4,672
Change-1,213 (-26%)
Value$2.3M (-$641.0K)
Filed 2026-10-19
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares3,455 from 3,455
Change0 (0%)
Value$2.3M (+$128.6K)
Filed 2026-11-06
RW Investment Management LLC
DECREASED
Shares3,454 from 3,735
Change-281 (-8%)
Value$2.3M (-$49.7K)
Filed 2026-11-03
Bdf-Gestion
DECREASED
Shares3,423 from 3,858
Change-435 (-11%)
Value$2.3M (+$127.6K)
Filed 2026-10-19
JGP Wealth Management, LLC
INCREASED
Shares3,385 from 3,246
Change+139 (+4%)
Value$2.3M (+$214.2K)
Filed 2026-10-13
Plimoth Trust Co LLC
DECREASED
Shares3,355 from 3,427
Change-72 (-2%)
Value$2.3M (+$79.2K)
Filed 2026-10-26
Abundance Wealth Counselors
DECREASED
Shares3,342 from 3,532
Change-190 (-5%)
Value$2.2M (+$3.9K)
Filed 2026-10-26
Anchyra Partners LLC
INCREASED
Shares3,332 from 3,195
Change+137 (+4%)
Value$2.2M (+$210.9K)
Filed 2026-10-13
Chemistry Wealth Management LLC
INCREASED
Shares3,329 from 3,327
Change+2 (+0%)
Value$2.2M (+$124.9K)
Filed 2026-10-16
Clearwave Capital, LLC
INCREASED
Shares3,324 from 3,032
Change+292 (+10%)
Value$2.2M (+$309.3K)
Filed 2026-10-27
Formuepleje A/S
DECREASED
Shares3,316 from 4,331
Change-1,015 (-23%)
Value$2.2M (-$520.4K)
Filed 2026-10-15
Telos Capital Management, Inc.
INCREASED
Shares3,299 from 3,289
Change+10 (+0%)
Value$2.2M (+$129.2K)
Filed 2026-11-02
LVW Advisors, LLC
INCREASED
Shares3,283 from 3,002
Change+281 (+9%)
Value$2.2M (+$300.4K)
Filed 2026-10-19
HUB Investment Partners, LLC
INCREASED
Shares3,238 from 3,112
Change+126 (+4%)
Value$2.2M (+$200.3K)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares3,228 from 15,139
Change-11,911 (-79%)
Value$2.2M (-$7.4M)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares3,223 from 3,304
Change-81 (-2%)
Value$2.2M (+$68.6K)
Filed 2026-10-30
Royal Fund Management, LLC
UNCHANGED
Shares3,217 from 3,217
Change0 (0%)
Value$2.2M (+$119.7K)
Filed 2026-10-22
Birch Hill Investment Advisors LLC
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$2.2M (+$119.7K)
Filed 2026-10-16
James Investment Research, Inc.
INCREASED
Shares3,202 from 3,179
Change+23 (+1%)
Value$2.2M (+$133.8K)
Filed 2026-10-22
Diversify Wealth Management, LLC
INCREASED
Shares3,198 from 2,940
Change+258 (+9%)
Value$2.1M (+$243.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares3,198 from 2,940
Change+258 (+9%)
Value$2.1M (+$243.1K)
Filed 2026-10-20
Trace Wealth Advisors, LLC
UNCHANGED
Shares3,160 from 3,160
Change0 (0%)
Value$2.1M (+$117.6K)
Filed 2026-10-30
Shelton Wealth Management, LLC
INCREASED
Shares3,155 from 2,797
Change+358 (+13%)
Value$2.1M (+$344.5K)
Filed 2026-10-16
Apollon Financial, LLC
INCREASED
Shares3,142 from 3,101
Change+41 (+1%)
Value$2.1M (+$142.7K)
Filed 2026-10-23
Monte Financial Group, LLC
DECREASED
Shares3,116 from 3,123
Change-7 (0%)
Value$2.1M (+$241.6K)
Filed 2026-11-02
Purus Wealth Management, LLC
DECREASED
Shares3,110 from 3,203
Change-93 (-3%)
Value$2.1M (+$57.1K)
Filed 2026-10-15
Value Partners Investments Inc.
INCREASED
Shares3,098 from 2,747
Change+351 (+13%)
Value$2.1M (+$344.1K)
Filed 2026-10-19
Parkside Financial Bank & Trust
INCREASED
Shares3,097 from 3,063
Change+34 (+1%)
Value$2.1M (+$136.5K)
Filed 2026-10-27
Quilter Plc
DECREASED
Shares3,089 from 3,462
Change-373 (-11%)
Value$2.1M (-$121.6K)
Filed 2026-10-21
Skyline Advisors, Inc.
DECREASED
Shares3,080 from 3,465
Change-385 (-11%)
Value$2.1M (-$129.6K)
Filed 2026-11-03
Cross Staff Investments Inc
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$2.1M (+$114.5K)
Filed 2026-10-22
Advisors Management Group Inc
INCREASED
Shares3,072 from 2,871
Change+201 (+7%)
Value$2.1M (+$242.0K)
Filed 2026-11-05
M&G Plc
DECREASED
Shares3,068 from 4,549
Change-1,481 (-33%)
Value$2.1M (-$822.4K)
Filed 2026-11-04
Abner Herrman & Brock LLC
DECREASED
Shares3,046 from 3,086
Change-40 (-1%)
Value$2.0M (+$2.0M)
Filed 2026-10-20
IronBridge Private Wealth, LLC
NEW
Shares3,028
Change+3,028
Value$2.0M
Filed 2026-11-03
Friday Financial
INCREASED
Shares3,023 from 2,959
Change+64 (+2%)
Value$2.0M (+$231.2K)
Filed 2026-10-09
Journey Advisory Group, LLC
UNCHANGED
Shares3,016 from 3,016
Change0 (0%)
Value$2.0M (+$112.3K)
Filed 2026-11-04
Triglav Investments, D.O.O.
INCREASED
Shares3,014 from 2,949
Change+65 (+2%)
Value$2.0M (+$153.8K)
Filed 2026-11-06
Caldwell Trust Co
DECREASED
Shares3,013 from 3,119
Change-106 (-3%)
Value$2.0M (+$44.9K)
Filed 2026-10-30
Bahl & Gaynor LLC
UNCHANGED
Shares2,979 from 2,979
Change0 (0%)
Value$2.0M (+$110.9K)
Filed 2026-11-05
Neville Rodie & Shaw Inc
UNCHANGED
Shares2,976 from 2,976
Change0 (0%)
Value$2.0K (+$112)
Filed 2026-10-05
AMG National Trust Bank
INCREASED
Shares2,972 from 2,851
Change+121 (+4%)
Value$2.0M (+$187.4K)
Filed 2026-11-05
PCG Asset Management, LLC
NEW
Shares2,969
Change+2,969
Value$2.0M
Filed 2026-11-05
Norden Group LLC
DECREASED
Shares2,965 from 3,084
Change-119 (-4%)
Value$2.0M (+$35.0K)
Filed 2026-10-20
SeaBridge Investment Advisors LLC
DECREASED
Shares2,942 from 3,260
Change-318 (-10%)
Value$2.0M (-$92.2K)
Filed 2026-11-02
Trust Point Inc.
INCREASED
Shares2,940 from 2,915
Change+25 (+1%)
Value$2.0M (+$125.3K)
Filed 2026-10-27
Hilltop National Bank
DECREASED
Shares2,938 from 3,176
Change-238 (-7%)
Value$2.0M (-$41.6K)
Filed 2026-10-14
Fjell Capital, LLC
DECREASED
Shares2,900 from 2,952
Change-52 (-2%)
Value$1.9M (+$75.1K)
Filed 2026-10-13
Outfitters Financial LLC
DECREASED
Shares2,885 from 3,040
Change-155 (-5%)
Value$1.9M (+$9.1K)
Filed 2026-10-23
William B. Walkup & Associates, Inc.
DECREASED
Shares2,878 from 2,891
Change-13 (0%)
Value$1.9M (+$98.9K)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
INCREASED
Shares2,861 from 2,499
Change+362 (+14%)
Value$1.9M (+$336.2K)
Filed 2026-11-02
Roman Butler Fullerton & Co
INCREASED
Shares2,860 from 2,068
Change+792 (+38%)
Value$1.8M (+$582.5K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED
Shares2,853 from 2,631
Change+222 (+8%)
Value$1.9M (+$247.1K)
Filed 2026-10-14
Thompson Siegel & Walmsley LLC
DECREASED
Shares2,847 from 2,959
Change-112 (-4%)
Value$1.9M (+$35.0K)
Filed 2026-11-05
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares2,841 from 2,947
Change-106 (-4%)
Value$1.9M (+$38.5K)
Filed 2026-10-28
Integrated Advisors Network LLC
DECREASED
Shares2,839 from 2,845
Change-6 (0%)
Value$1.9M (+$102.0K)
Filed 2026-10-20
Probity Advisors, Inc.
DECREASED
Shares2,837 from 2,876
Change-39 (-1%)
Value$1.9M (+$80.9K)
Filed 2026-10-23
Knights of Columbus Asset Advisors LLC
DECREASED
Shares2,815 from 3,193
Change-378 (-12%)
Value$1.9M (-$135.0K)
Filed 2026-11-05
Fagan Associates, Inc.
UNCHANGED
Shares2,796 from 2,796
Change0 (0%)
Value$1.9M (+$104.1K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares2,776 from 2,713
Change+63 (+2%)
Value$1.9M (+$143.5K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares2,767
Change+2,767
Value$1.9M
Filed 2026-11-03
AdvisorNet Financial, Inc
DECREASED
Shares2,764 from 2,806
Change-42 (-1%)
Value$1.8M (+$17.7K)
Filed 2026-10-15
WBH Advisory Inc
UNCHANGED
Shares2,763 from 2,763
Change0 (0%)
Value$1.9M (+$102.9K)
Filed 2026-11-05
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares2,760 from 2,743
Change+17 (+1%)
Value$1.9M (+$113.6K)
Filed 2026-10-22
City State Bank
INCREASED
Shares2,741 from 2,714
Change+27 (+1%)
Value$1.8M (+$119.1K)
Filed 2026-10-20
Gleason Group, Inc.
DECREASED
Shares2,736 from 2,968
Change-232 (-8%)
Value$1.8M (-$44.9K)
Filed 2026-10-15
Krilogy Financial LLC
INCREASED
Shares2,733 from 2,574
Change+159 (+6%)
Value$1.7M (+$95.7K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
INCREASED
Shares2,731 from 1,049
Change+1,682 (+160%)
Value$1.7M (+$1.0M)
Filed 2026-10-13
Beacon Bank & Trust
DECREASED
Shares2,727 from 3,055
Change-328 (-11%)
Value$1.8M (-$106.6K)
Filed 2026-10-27
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares2,711 from 2,706
Change+5 (+0%)
Value$1.8M (+$104.2K)
Filed 2026-10-09
Granite Islands Private Wealth, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$1.8M (+$100.5K)
Filed 2026-10-16
Leisure Capital Management
DECREASED
Shares2,690 from 2,697
Change-7 (0%)
Value$1.8M (+$95.7K)
Filed 2026-11-03
Chicago Trust Co NA
INCREASED
Shares2,682 from 2,084
Change+598 (+29%)
Value$1.8M (+$479.2K)
Filed 2026-10-28
Marks Group Wealth Management, Inc
INCREASED
Shares2,678 from 2,675
Change+3 (+0%)
Value$1.8M (+$101.4K)
Filed 2026-11-05
New Hampshire Trust
UNCHANGED
Shares2,662 from 2,662
Change0 (0%)
Value$1.8M (+$99.1K)
Filed 2026-10-20
Abacus Planning Group, Inc.
UNCHANGED
Shares2,653 from 2,653
Change0 (0%)
Value$1.8M (+$98.8K)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares2,642 from 2,719
Change-77 (-3%)
Value$1.8M (+$49.7K)
Filed 2026-10-23
Baxter Bros Inc
DECREASED
Shares2,612 from 2,691
Change-79 (-3%)
Value$1.8M (+$47.1K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares2,603 from 2,893
Change-290 (-10%)
Value$1.7M (-$86.8K)
Filed 2026-10-15
Gables Capital Management Inc.
UNCHANGED
Shares2,603 from 2,603
Change0 (0%)
Value$1.7M (+$96.9K)
Filed 2026-11-04
Ti-Trust, Inc
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$1.7M (+$96.8K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares2,598 from 1,579
Change+1,019 (+65%)
Value$1.7M (+$743.9K)
Filed 2026-10-08
Patton Albertson Miller Group, LLC
DECREASED
Shares2,587 from 3,160
Change-573 (-18%)
Value$1.7M (-$267.2K)
Filed 2026-10-26
Elevatus Welath Management
INCREASED
Shares2,585 from 1,868
Change+717 (+38%)
Value$1.7M (+$550.5K)
Filed 2026-10-19
Chicago Capital, LLC
UNCHANGED
Shares2,585 from 2,585
Change0 (0%)
Value$1.7M (+$96.2K)
Filed 2026-10-13
Fishman JAY A LTD
UNCHANGED
Shares2,585 from 2,585
Change0 (0%)
Value$1.7M (+$96.2K)
Filed 2026-10-26
Wedgewood Investors Inc
INCREASED
Shares2,578 from 2,540
Change+38 (+2%)
Value$1.7M (+$120.1K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
INCREASED
Shares2,577 from 1,091
Change+1,486 (+136%)
Value$1.7M (+$1.0M)
Filed 2026-10-29
Montis Financial, LLC
INCREASED
Shares2,576 from 2,544
Change+32 (+1%)
Value$1.7M (+$116.4K)
Filed 2026-11-04
Tufton Capital Management
DECREASED
Shares2,575 from 2,582
Change-7 (0%)
Value$1.7M (+$91.0K)
Filed 2026-10-20
Congress Asset Management Co
INCREASED
Shares2,574 from 657
Change+1,917 (+292%)
Value$1.7M (+$1.3M)
Filed 2026-10-06
Montecito Bank & Trust
DECREASED
Shares2,561 from 2,590
Change-29 (-1%)
Value$1.7M (+$76.9K)
Filed 2026-10-01
Eukles Asset Management
INCREASED
Shares2,556 from 2,528
Change+28 (+1%)
Value$1.7M (+$113.0K)
Filed 2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares2,555 from 2,546
Change+9 (+0%)
Value$1.7M (+$100.8K)
Filed 2026-10-23
Andrew Hill Investment Advisors, Inc.
DECREASED
Shares2,511 from 4,938
Change-2,427 (-49%)
Value$1.7M (-$1.4M)
Filed 2026-10-22
Cidel Asset Management Inc
UNCHANGED
Shares2,511 from 2,511
Change0 (0%)
Value$1.7M (+$93.5K)
Filed 2026-10-29
Blue Jean Financial LLC
NEW
Shares2,508
Change+2,508
Value$1.7M
Filed 2026-10-20
Alliance Private Wealth, LLC
DECREASED
Shares2,505 from 2,880
Change-375 (-13%)
Value$1.7M (-$144.6K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares2,499 from 2,543
Change-44 (-2%)
Value$1.7M (+$64.7K)
Filed 2026-10-23
Armor Investment Advisors, LLC
DECREASED
Shares2,486 from 2,573
Change-87 (-3%)
Value$1.7M (+$37.4K)
Filed 2026-10-27
Everhart Financial Group, Inc.
INCREASED
Shares2,458 from 2,381
Change+77 (+3%)
Value$1.7M (+$140.3K)
Filed 2026-10-08
Chicago Partners Investment Group LLC
DECREASED
Shares2,458 from 2,461
Change-3 (0%)
Value$1.6M (+$86.7K)
Filed 2026-10-27
Allegheny Financial Group
INCREASED
Shares2,454 from 2,442
Change+12 (+0%)
Value$1.6M (+$98.4K)
Filed 2026-11-05
Gibbs Wealth Management
INCREASED
Shares2,448 from 2,154
Change+294 (+14%)
Value$1.6M (+$277.6K)
Filed 2026-10-22
Prosperity Financial Group, Inc.
INCREASED
Shares2,439 from 2,122
Change+317 (+15%)
Value$1.6M (+$291.4K)
Filed 2026-10-29
Patriot Investment Management Group, Inc.
DECREASED
Shares2,438 from 2,457
Change-19 (-1%)
Value$1.6M (+$78.7K)
Filed 2026-10-15
Valley National Advisers Inc
INCREASED
Shares2,434 from 2,433
Change+1 (+0%)
Value$1.6M (+$90.9K)
Filed 2026-10-23
Kercheville Advisors, LLC
INCREASED
Shares2,427 from 2,260
Change+167 (+7%)
Value$1.6M (+$196.3K)
Filed 2026-10-19
Segment Wealth Management, LLC
UNCHANGED
Shares2,413 from 2,413
Change0 (0%)
Value$1.6M (+$89.8K)
Filed 2026-10-26
Richwood Investment Advisors, LLC
INCREASED
Shares2,412 from 2,280
Change+132 (+6%)
Value$1.6M (+$173.5K)
Filed 2026-10-30
Klingman & Associates, LLC
INCREASED
Shares2,406 from 2,373
Change+33 (+1%)
Value$1.6M (+$110.5K)
Filed 2026-10-20
Willow Creek Capital Management, Inc.
UNCHANGED
Shares2,398 from 2,398
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-16
Peoples Financial Services Corp.
DECREASED
Shares2,387 from 2,449
Change-62 (-3%)
Value$1.6M (+$49.5K)
Filed 2026-10-20
Capital Asset Advisory Services LLC
INCREASED
Shares2,361 from 2,341
Change+20 (+1%)
Value$1.5M (+$34.5K)
Filed 2026-10-30
Focus Financial Network, Inc.
INCREASED
Shares2,360 from 2,292
Change+68 (+3%)
Value$1.6M (+$131.0K)
Filed 2026-10-14
Inspirion Wealth Advisors, LLC
DECREASED
Shares2,352 from 2,568
Change-216 (-8%)
Value$1.6M (-$32.0K)
Filed 2026-10-09
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$1.6M (+$87.5K)
Filed 2026-10-05
Sepio Capital, LP
DECREASED
Shares2,333 from 2,878
Change-545 (-19%)
Value$1.6M (-$258.5K)
Filed 2026-10-22
Duncker Streett & Co Inc
UNCHANGED
Shares2,327 from 2,327
Change0 (0%)
Value$1.6M (+$86.8K)
Filed 2026-10-27
Sage Investment Advisers LLC
INCREASED
Shares2,315 from 2,190
Change+125 (+6%)
Value$1.6M (+$165.5K)
Filed 2026-10-21
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares2,307 from 2,307
Change0 (0%)
Value$1.5M (+$85.9K)
Filed 2026-10-16
Joel Isaacson & Co., LLC
INCREASED
Shares2,304 from 2,303
Change+1 (+0%)
Value$1.5M (+$86.0K)
Filed 2026-11-05
E&G Advisors, LLC
UNCHANGED
Shares2,303 from 2,303
Change0 (0%)
Value$1.5M (+$85.7K)
Filed 2026-10-13
Cigna Investments Inc
INCREASED
Shares2,296 from 2,285
Change+11 (+0%)
Value$1.5M (+$92.0K)
Filed 2026-10-19
Asset Advisory Group, Inc.
UNCHANGED
Shares2,296 from 2,296
Change0 (0%)
Value$1.5M (+$85.5K)
Filed 2026-10-20
Grove Bank & Trust
DECREASED
Shares2,295 from 2,478
Change-183 (-7%)
Value$1.5M (-$30.7K)
Filed 2026-10-08
Herold Advisors, Inc.
DECREASED
Shares2,292 from 2,704
Change-412 (-15%)
Value$1.5M (-$176.8K)
Filed 2026-10-19
St. Johns Investment Management Company, LLC
DECREASED
Shares2,272 from 2,294
Change-22 (-1%)
Value$1.5M (+$70.6K)
Filed 2026-10-30
First Interstate Bank
DECREASED
Shares2,259 from 2,282
Change-23 (-1%)
Value$1.5M (+$69.5K)
Filed 2026-10-23
Garner Asset Management Corp
DECREASED
Shares2,252 from 2,325
Change-73 (-3%)
Value$1.4M (-$30.8K)
Filed 2026-10-30
Mechanics Financial Corp
INCREASED
Shares2,246 from 2,216
Change+30 (+1%)
Value$1.5M (+$102.6K)
Filed 2026-11-05
Cottonwood Capital Advisors, LLC
UNCHANGED
Shares2,235 from 2,235
Change0 (0%)
Value$1.5M (+$83.2K)
Filed 2026-10-20
Sippican Capital Advisors
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$1.5M (+$83.0K)
Filed 2026-10-23
First Horizon Corp
INCREASED
Shares2,228 from 1,938
Change+290 (+15%)
Value$1.5M (+$266.9K)
Filed 2026-10-26
Affinity Capital Advisors, LLC
INCREASED
Shares2,215 from 2,157
Change+58 (+3%)
Value$1.4M (+$5.7K)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares2,212 from 2,310
Change-98 (-4%)
Value$1.5M (+$26.2K)
Filed 2026-11-02
Patrick M Sweeney & Associates, Inc
DECREASED
Shares2,205 from 2,213
Change-8 (0%)
Value$1.5M (+$77.0K)
Filed 2026-10-22
Floyd Financial Group LLC
DECREASED
Shares2,191 from 2,304
Change-113 (-5%)
Value$1.4M (+$77.7K)
Filed 2026-10-28
Everett Harris & Co
UNCHANGED
Shares2,183 from 2,183
Change0 (0%)
Value$1.5M (+$81.3K)
Filed 2026-10-28
Nilsine Partners, LLC
DECREASED
Shares2,179 from 2,209
Change-30 (-1%)
Value$1.5M (+$62.1K)
Filed 2026-11-02
Mccarter Private Wealth Services LLC
DECREASED
Shares2,175 from 2,291
Change-116 (-5%)
Value$1.5M (+$7.4K)
Filed 2026-10-22
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares2,150 from 2,750
Change-600 (-22%)
Value$1.4M (-$300.6K)
Filed 2026-11-06
DB Fitzpatrick & Co, Inc
DECREASED
Shares2,149 from 2,172
Change-23 (-1%)
Value$1.4M (+$65.4K)
Filed 2026-10-19
Patten & Patten Inc
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$1.4M (+$79.8K)
Filed 2026-10-26
Independence Bank of Kentucky
INCREASED
Shares2,139 from 2,115
Change+24 (+1%)
Value$1.4M (+$94.8K)
Filed 2026-10-26
Tompkins Financial Corp
UNCHANGED
Shares2,136 from 2,136
Change0 (0%)
Value$1.4M (+$79.5K)
Filed 2026-10-05
Aprio Wealth Management, LLC
INCREASED
Shares2,133 from 2,070
Change+63 (+3%)
Value$1.4M (+$119.6K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
INCREASED
Shares2,131 from 1,773
Change+358 (+20%)
Value$1.4M (+$306.4K)
Filed 2026-11-02
Bluedoor Private Wealth, LLC
DECREASED
Shares2,109 from 2,153
Change-44 (-2%)
Value$1.4M (+$50.0K)
Filed 2026-11-05
71 West Capital Partners
INCREASED
Shares2,103 from 1,847
Change+256 (+14%)
Value$1.4M (+$240.7K)
Filed 2026-11-04
LVM Capital Management LTD
UNCHANGED
Shares2,095 from 2,095
Change0 (0%)
Value$1.4M (+$1.4M)
Filed 2026-10-20
Profund Advisors LLC
DECREASED
Shares2,088 from 2,433
Change-345 (-14%)
Value$1.4M (-$141.1K)
Filed 2026-10-29
Realta Investment Advisors
INCREASED
Shares2,088 from 2,049
Change+39 (+2%)
Value$1.4M (+$102.5K)
Filed 2026-10-14
Weinberger Asset Management, Inc
INCREASED
Shares2,085 from 2,081
Change+4 (+0%)
Value$1.4M (+$166.9K)
Filed 2026-10-28
Byrne Asset Management LLC
DECREASED
Shares2,083 from 2,292
Change-209 (-9%)
Value$1.4M (-$64.0K)
Filed 2026-10-06
MCF Advisors LLC
INCREASED
Shares2,083 from 1,999
Change+84 (+4%)
Value$1.4M (+$130.9K)
Filed 2026-10-28
Enterprise Financial Services Corp
INCREASED
Shares2,079 from 2,078
Change+1 (+0%)
Value$1.4M (+$78.0K)
Filed 2026-11-03
Excalibur Management Corp
INCREASED
Shares2,058 from 2,056
Change+2 (+0%)
Value$1.4M (+$77.9K)
Filed 2026-11-02
Texas Bank & Trust Co
DECREASED
Shares2,052 from 2,272
Change-220 (-10%)
Value$1.4M (-$63.2K)
Filed 2026-11-04
Integral Investment Advisors, Inc.
UNCHANGED
Shares2,049 from 2,049
Change0 (0%)
Value$1.4M (+$76.3K)
Filed 2026-11-03
ASK Capital Investment Managers, LLC
NEW
Shares2,038
Change+2,038
Value$1.4M
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
INCREASED
Shares2,031 from 2,030
Change+1 (+0%)
Value$1.4M (+$76.2K)
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares2,028 from 2,054
Change-26 (-1%)
Value$1.4M (+$59.0K)
Filed 2026-10-30
Northwest Wealth Management, LLC
DECREASED
Shares2,026 from 2,050
Change-24 (-1%)
Value$1.4M (+$60.5K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
DECREASED
Shares2,026 from 2,044
Change-18 (-1%)
Value$1.4M (+$63.9K)
Filed 2026-11-03
Gen-Wealth Partners Inc
INCREASED
Shares2,018 from 1,807
Change+211 (+12%)
Value$1.4M (+$209.1K)
Filed 2026-11-04
Guinness Asset Management LTD
INCREASED
Shares2,017 from 36
Change+1,981 (+5503%)
Value$1.4M (+$1.3M)
Filed 2026-11-05
Fulton Bank, N.A.
DECREASED
Shares1,986 from 2,215
Change-229 (-10%)
Value$1.3M (-$71.3K)
Filed 2026-10-14
Breakwater Capital Group
DECREASED
Shares1,986 from 2,013
Change-27 (-1%)
Value$1.3M (+$56.8K)
Filed 2026-10-09
Powers Advisory Group, LLC
DECREASED
Shares1,981 from 1,986
Change-5 (0%)
Value$1.3M (+$70.8K)
Filed 2026-10-14
First National Trust Co
DECREASED
Shares1,973 from 1,998
Change-25 (-1%)
Value$1.3M (+$57.6K)
Filed 2026-10-28
WealthPLAN Partners, LLC
DECREASED
Shares1,966 from 2,015
Change-49 (-2%)
Value$1.3M (+$41.6K)
Filed 2026-10-15
Philadelphia Trust Co
UNCHANGED
Shares1,963 from 1,963
Change0 (0%)
Value$1.3M (+$73.0K)
Filed 2026-11-05
Sierra Summit Advisors LLC
DECREASED
Shares1,941 from 1,944
Change-3 (0%)
Value$1.3M (+$70.3K)
Filed 2026-10-28
Asset Dedication, LLC
INCREASED
Shares1,930 from 1,897
Change+33 (+2%)
Value$1.3M (+$92.8K)
Filed 2026-11-03
Quintet Private Bank (Europe) S.A.
DECREASED
Shares1,928 from 4,828
Change-2,900 (-60%)
Value$1.3M (-$1.8M)
Filed 2026-10-08
Baker Boyer National Bank
DECREASED
Shares1,920 from 2,220
Change-300 (-14%)
Value$1.3M (-$118.8K)
Filed 2026-11-05
Defined Wealth Management, LLC
INCREASED
Shares1,901 from 1,897
Change+4 (+0%)
Value$1.3M (+$73.3K)
Filed 2026-10-19
Hara Capital LLC
DECREASED
Shares1,895 from 1,899
Change-4 (0%)
Value$1.3M (+$68.0K)
Filed 2026-10-30
Gilman Hill Asset Management, LLC
DECREASED
Shares1,891 from 2,251
Change-360 (-16%)
Value$1.3M (-$158.0K)
Filed 2026-10-13
Grey Ledge Advisors, LLC
INCREASED
Shares1,890 from 1,888
Change+2 (+0%)
Value$1.3M (+$71.2K)
Filed 2026-11-02
Mattern Wealth Management LLC
UNCHANGED
Shares1,884 from 1,884
Change0 (0%)
Value$1.3M (+$70.1K)
Filed 2026-11-04
Convergence Financial, LLC
DECREASED
Shares1,882 from 3,330
Change-1,448 (-43%)
Value$1.3M (-$848.4K)
Filed 2026-10-27
Kathmere Capital Management, LLC
INCREASED
Shares1,880 from 1,749
Change+131 (+7%)
Value$1.3M (+$152.8K)
Filed 2026-10-20
Hanson & Doremus Investment Management
DECREASED
Shares1,873 from 1,880
Change-7 (0%)
Value$1.3M (+$65.0K)
Filed 2026-10-16
Plancorp, LLC
INCREASED
Shares1,863 from 1,415
Change+448 (+32%)
Value$1.3M (+$429.9K)
Filed 2026-11-03
Tower Trust & Investment Co
INCREASED
Shares1,862 from 1,562
Change+300 (+19%)
Value$1.3M (+$259.6K)
Filed 2026-10-28
Hunter Associates Investment Management LLC
DECREASED
Shares1,862 from 1,867
Change-5 (0%)
Value$1.3M (+$67.0K)
Filed 2026-10-26
Blume Capital Management, Inc.
DECREASED
Shares1,858 from 7,607
Change-5,749 (-76%)
Value$1.2M (-$3.6M)
Filed 2026-10-26
Avestar Capital, LLC
DECREASED
Shares1,856 from 3,066
Change-1,210 (-39%)
Value$1.2M (-$698.5K)
Filed 2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED
Shares1,854 from 861
Change+993 (+115%)
Value$1.2M (+$698.9K)
Filed 2026-10-13
Sentry LLC
INCREASED
Shares1,851 from 1,801
Change+50 (+3%)
Value$1.2M (+$100.7K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,837 from 1,719
Change+118 (+7%)
Value$1.2M (+$143.2K)
Filed 2026-10-27
MBL Wealth, LLC
INCREASED
Shares1,834 from 1,562
Change+272 (+17%)
Value$1.2M (+$240.8K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
DECREASED
Shares1,832 from 1,943
Change-111 (-6%)
Value$1.2M (-$2.1K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
INCREASED
Shares1,830 from 1,776
Change+54 (+3%)
Value$1.2M (+$108.7K)
Filed 2026-10-26
Signature Wealth Management Partners, LLC
DECREASED
Shares1,829 from 1,951
Change-122 (-6%)
Value$1.2M (-$9.3K)
Filed 2026-10-21
Alta Advisers Ltd
INCREASED
Shares1,813 from 982
Change+831 (+85%)
Value$1.2M (+$594.6K)
Filed 2026-11-02
Investment Research Partners LLC
DECREASED
Shares1,811 from 1,833
Change-22 (-1%)
Value$1.2M (+$53.5K)
Filed 2026-10-19
Meyer Handelman Co
DECREASED
Shares1,810 from 1,955
Change-145 (-7%)
Value$1.2M (-$24.6K)
Filed 2026-10-28
Amarillo National Bank
DECREASED
Shares1,810 from 1,941
Change-131 (-7%)
Value$1.2M (-$15.7K)
Filed 2026-10-23
Portside Wealth Group, LLC
INCREASED
Shares1,790 from 1,689
Change+101 (+6%)
Value$1.2M (+$130.7K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares1,789 from 1,646
Change+143 (+9%)
Value$1.2M (+$157.0K)
Filed 2026-10-08
Bigelow Investment Advisors, LLC
INCREASED
Shares1,789 from 1,653
Change+136 (+8%)
Value$1.2M (+$152.9K)
Filed 2026-10-13
Midwest Professional Planners, Ltd.
INCREASED
Shares1,787 from 1,753
Change+34 (+2%)
Value$1.2M (+$88.3K)
Filed 2026-10-29
Cypress Wealth Services, LLC
INCREASED
Shares1,786 from 1,781
Change+5 (+0%)
Value$1.2M (+$89.2K)
Filed 2026-10-21
Baker Ellis Asset Management LLC
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$1.2M (+$66.3K)
Filed 2026-10-14
Kaydan Wealth Management, Inc.
UNCHANGED
Shares1,778 from 1,778
Change0 (0%)
Value$1.2M (+$66.2K)
Filed 2026-10-08
Finivi Inc.
DECREASED
Shares1,774 from 1,804
Change-30 (-2%)
Value$1.2M (+$47.0K)
Filed 2026-10-13
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares1,773 from 1,763
Change+10 (+1%)
Value$1.2M (+$72.4K)
Filed 2026-11-05
RMG Wealth Management LLC
INCREASED
Shares1,772 from 1,762
Change+10 (+1%)
Value$1.1M (+$41.1K)
Filed 2026-10-26
Atwood & Palmer Inc
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$1.2M (+$65.8K)
Filed 2026-10-08
Bill Few Associates, Inc.
DECREASED
Shares1,767 from 1,833
Change-66 (-4%)
Value$1.2M (+$24.0K)
Filed 2026-10-09
Trilogy Capital Inc.
INCREASED
Shares1,766 from 1,714
Change+52 (+3%)
Value$1.2M (+$98.7K)
Filed 2026-10-20
Howard Capital Management, LLC
DECREASED
Shares1,747 from 1,765
Change-18 (-1%)
Value$1.2M (+$53.6K)
Filed 2026-10-16
Cedar Point Capital Partners, LLC
UNCHANGED
Shares1,738 from 1,738
Change0 (0%)
Value$1.2M (+$64.7K)
Filed 2026-10-29
Narwhal Capital Management
INCREASED
Shares1,720 from 643
Change+1,077 (+168%)
Value$1.2M (+$747.2K)
Filed 2026-11-04
Burke & Herbert Bank & Trust Co
DECREASED
Shares1,718 from 1,722
Change-4 (0%)
Value$1.2M (+$61.4K)
Filed 2026-11-02
Arcataur Capital Management LLC
DECREASED
Shares1,710 from 1,720
Change-10 (-1%)
Value$1.1M (+$57.3K)
Filed 2026-10-21
Portfolio Design Labs, LLC
INCREASED
Shares1,709 from 1,701
Change+8 (+0%)
Value$1.1M (+$68.7K)
Filed 2026-11-04
Vaquero Private Wealth, LTD
DECREASED
Shares1,708 from 1,711
Change-3 (0%)
Value$1.1M (+$61.7K)
Filed 2026-10-27
Peoples Bank
INCREASED
Shares1,707 from 1,687
Change+20 (+1%)
Value$1.1M (+$76.2K)
Filed 2026-10-26
Visionary Wealth Advisors
DECREASED
Shares1,700 from 1,884
Change-184 (-10%)
Value$1.1M (-$53.1K)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,695 from 1,673
Change+22 (+1%)
Value$1.1M (+$77.0K)
Filed 2026-10-15
Sterling Wealth Management, Inc.
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$1.1M (+$63.1K)
Filed 2026-10-23
Jnba Financial Advisors
UNCHANGED
Shares1,694 from 1,694
Change0 (0%)
Value$1.1M (+$63.1K)
Filed 2026-11-03
NBH Bank
INCREASED
Shares1,691 from 1,649
Change+42 (+3%)
Value$1.1M (+$89.6K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares1,683 from 855
Change+828 (+97%)
Value$1.1M (+$588.1K)
Filed 2026-10-30
3Chopt Investment Partners, LLC
INCREASED
Shares1,683 from 1,619
Change+64 (+4%)
Value$1.1M (+$103.1K)
Filed 2026-10-30
1900 Wealth Management LLC
INCREASED
Shares1,683 from 1,678
Change+5 (+0%)
Value$1.1M (+$65.8K)
Filed 2026-10-13
Stiles Financial Services Inc
DECREASED
Shares1,682 from 1,695
Change-13 (-1%)
Value$1.1M (+$54.5K)
Filed 2026-10-30
Schear Investment Advisers, LLC
DECREASED
Shares1,681 from 2,264
Change-583 (-26%)
Value$1.1M (-$306.7K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares1,681 from 1,326
Change+355 (+27%)
Value$1.1M (+$288.2K)
Filed 2026-10-14
Childress Capital Advisors, LLC
INCREASED
Shares1,664 from 1,415
Change+249 (+18%)
Value$1.1M (+$219.9K)
Filed 2026-10-28
Townsend Asset Management Corp
UNCHANGED
Shares1,658 from 1,658
Change0 (0%)
Value$1.1M (+$61.8K)
Filed 2026-10-29
Sterling Investment Counsel, LLC
INCREASED
Shares1,657 from 1,639
Change+18 (+1%)
Value$1.1M (+$72.5K)
Filed 2026-10-19
Manchester Capital Management LLC
DECREASED
Shares1,655 from 1,682
Change-27 (-2%)
Value$1.1M (+$44.5K)
Filed 2026-10-22
Oakworth Capital, Inc.
INCREASED
Shares1,652 from 1,627
Change+25 (+2%)
Value$1.1M (+$77.3K)
Filed 2026-10-26
Advocate Investing Services LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$1.1M (+$61.4K)
Filed 2026-10-26
Sunbeam Capital Management, LLC
DECREASED
Shares1,647 from 1,697
Change-50 (-3%)
Value$1.1M (+$29.2K)
Filed 2026-11-05
Reynders McVeigh Capital Management, LLC
DECREASED
Shares1,643 from 2,042
Change-399 (-20%)
Value$1.1M (-$193.0K)
Filed 2026-10-30
Northside Capital Management, LLC
INCREASED
Shares1,639 from 1,634
Change+5 (+0%)
Value$1.1M (+$64.2K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares1,630 from 1,625
Change+5 (+0%)
Value$1.1M (+$63.3K)
Filed 2026-10-26
First Pacific Financial
DECREASED
Shares1,623 from 1,655
Change-32 (-2%)
Value$1.1M (+$40.7K)
Filed 2026-10-14
Means Investment Co., Inc.
INCREASED
Shares1,621 from 1,618
Change+3 (+0%)
Value$1.1M (+$62.4K)
Filed 2026-11-03
S-Bank Fund Management Ltd
INCREASED
Shares1,620 from 1,542
Change+78 (+5%)
Value$1.1M (+$109.8K)
Filed 2026-11-06
Signet Investment Advisory Group, Inc.
DECREASED
Shares1,619 from 1,659
Change-40 (-2%)
Value$1.1M (+$34.9K)
Filed 2026-10-30
Accurate Wealth Management, LLC
DECREASED
Shares1,614 from 1,647
Change-33 (-2%)
Value$1.0M (+$82.2K)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares1,607 from 1,091
Change+516 (+47%)
Value$1.1M (+$386.9K)
Filed 2026-10-28
Canopy Partners, LLC
INCREASED
Shares1,600 from 1,507
Change+93 (+6%)
Value$1.1M (+$118.5K)
Filed 2026-10-28
Guardian Investment Management
UNCHANGED
Shares1,598 from 1,598
Change0 (0%)
Value$1.1M (+$59.5K)
Filed 2026-10-23
Vista Investment Partners LLC
UNCHANGED
Shares1,596 from 1,596
Change0 (0%)
Value$1.1M (+$59.4K)
Filed 2026-10-08
Summit Financial Wealth Advisors, LLC
INCREASED
Shares1,593 from 1,514
Change+79 (+5%)
Value$1.1M (+$109.5K)
Filed 2026-10-15
Chesley Taft & Associates LLC
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$1.1M (+$59.2K)
Filed 2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,588 from 1,611
Change-23 (-1%)
Value$1.1M (+$44.5K)
Filed 2026-11-02
Harrell Investment Partners, LLC
DECREASED
Shares1,570 from 1,577
Change-7 (0%)
Value$1.1M (+$53.8K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,568 from 1,422
Change+146 (+10%)
Value$1.1M (+$151.3K)
Filed 2026-10-13
Silverlake Wealth Management LLC
INCREASED
Shares1,568 from 1,565
Change+3 (+0%)
Value$1.1M (+$59.8K)
Filed 2026-10-21
G&S Capital LLC
INCREASED
Shares1,567 from 1,561
Change+6 (+0%)
Value$1.1M (+$62.1K)
Filed 2026-10-23
Integrity Advisory Solutions, LLC
INCREASED
Shares1,565 from 1,481
Change+84 (+6%)
Value$1.1M (+$111.7K)
Filed 2026-10-29
Tableaux LLC
UNCHANGED
Shares1,552 from 1,552
Change0 (0%)
Value$1.0M (+$57.8K)
Filed 2026-10-23
Birinyi Associates Inc
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$1.0M (+$58.0K)
Filed 2026-10-28
Boyd Wealth Management, LLC
INCREASED
Shares1,544 from 1,396
Change+148 (+11%)
Value$1.0M (+$151.3K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
DECREASED
Shares1,540 from 1,608
Change-68 (-4%)
Value$1.0M (+$14.4K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares1,539 from 1,780
Change-241 (-14%)
Value$1.0M (-$95.6K)
Filed 2026-10-29
Meriwether Wealth & Planning, LLC
DECREASED
Shares1,521 from 1,523
Change-2 (0%)
Value$1.0M (+$55.3K)
Filed 2026-10-13
Mechanics Bank Trust Department
DECREASED
Shares1,519 from 1,642
Change-123 (-7%)
Value$1.0M (-$21.5K)
Filed 2026-10-13
First Bank & Trust
DECREASED
Shares1,519 from 1,547
Change-28 (-2%)
Value$1.0M (+$38.8K)
Filed 2026-10-19
Wynn Capital, LLC
DECREASED
Shares1,517 from 1,522
Change-5 (0%)
Value$1.0M (+$53.3K)
Filed 2026-10-13
Evansbrook LLC
INCREASED
Shares1,512 from 1,472
Change+40 (+3%)
Value$1.0M (+$81.7K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares1,506 from 1,423
Change+83 (+6%)
Value$1.0M (+$108.7K)
Filed 2026-10-08
Van Cleef Asset Management,Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$1.0M (+$55.8K)
Filed 2026-10-20
Argyle Capital Partners, LLC
DECREASED
Shares1,497 from 1,516
Change-19 (-1%)
Value$1.0M (+$43.7K)
Filed 2026-10-23
Prudent Man Advisors, LLC
DECREASED
Shares1,488 from 1,536
Change-48 (-3%)
Value$1.5M (+$53.2K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$998.7K (+$55.4K)
Filed 2026-10-13
LexAurum Advisors, LLC
DECREASED
Shares1,483 from 1,497
Change-14 (-1%)
Value$996.2K (+$46.9K)
Filed 2026-10-19
Cadent Capital Advisors, LLC
INCREASED
Shares1,483 from 1,472
Change+11 (+1%)
Value$995.7K (+$61.8K)
Filed 2026-10-09
Doliver Advisors, LP
DECREASED
Shares1,479 from 1,488
Change-9 (-1%)
Value$993.2K (+$49.3K)
Filed 2026-10-01
TrustBank
DECREASED
Shares1,469 from 1,475
Change-6 (0%)
Value$986.5K (+$50.9K)
Filed 2026-10-20
Bath Savings Trust Co
DECREASED
Shares1,461 from 1,473
Change-12 (-1%)
Value$981.1K (+$46.8K)
Filed 2026-10-07
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares1,448 from 1,322
Change+126 (+10%)
Value$972.5K (+$133.6K)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares1,446 from 1,557
Change-111 (-7%)
Value$971.5K (-$15.9K)
Filed 2026-11-03
Stableford Capital II LLC
DECREASED
Shares1,445 from 1,488
Change-43 (-3%)
Value$970.4K (+$26.5K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
INCREASED
Shares1,439 from 764
Change+675 (+88%)
Value$966.5K (+$536.2K)
Filed 2026-10-13
Grandfield & Dodd, LLC
UNCHANGED
Shares1,439 from 1,439
Change0 (0%)
Value$966.4K (+$53.6K)
Filed 2026-10-29
Adamsbrown Wealth Consultants LLC
INCREASED
Shares1,437 from 1,432
Change+5 (+0%)
Value$965.1K (+$56.5K)
Filed 2026-10-20
Bell Bank
DECREASED
Shares1,436 from 1,437
Change-1 (0%)
Value$964.3K (+$52.8K)
Filed 2026-10-21
JSF Financial, LLC
INCREASED
Shares1,434 from 1,216
Change+218 (+18%)
Value$962.7K (+$191.1K)
Filed 2026-10-22
Poehling Capital Management, Inc.
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$962.3K (+$53.3K)
Filed 2026-10-20
Verdence Capital Advisors LLC
INCREASED
Shares1,419 from 1,383
Change+36 (+3%)
Value$952.6K (+$75.2K)
Filed 2026-10-26
Howland Capital Management LLC
INCREASED
Shares1,407 from 1,402
Change+5 (+0%)
Value$947.2K (+$55.5K)
Filed 2026-10-22
Connecticut Wealth Management, LLC
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$944.2K (+$52.3K)
Filed 2026-10-13
Adirondack Trust Co
INCREASED
Shares1,404 from 1,358
Change+46 (+3%)
Value$942.8K (+$81.4K)
Filed 2026-10-14
Towne Trust Company, N.a
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$940.8K (+$52.1K)
Filed 2026-10-28
Legacy Wealth Asset Management, LLC
INCREASED
Shares1,397 from 1,389
Change+8 (+1%)
Value$938.2K (+$57.1K)
Filed 2026-10-09
Triangle Securities Wealth Management
UNCHANGED
Shares1,393 from 1,393
Change0 (0%)
Value$935.5K (+$51.8K)
Filed 2026-10-14
Eads & Heald Wealth Management
DECREASED
Shares1,392 from 1,453
Change-61 (-4%)
Value$934.8K (+$13.1K)
Filed 2026-10-29
Triad Wealth Partners, LLC
INCREASED
Shares1,390 from 1,371
Change+19 (+1%)
Value$933.3K (+$103.6K)
Filed 2026-10-26
Salem Investment Counselors Inc
INCREASED
Shares1,388 from 1,260
Change+128 (+10%)
Value$934.2K (+$133.1K)
Filed 2026-10-13
Prairiewood Capital, LLC
INCREASED
Shares1,387 from 1,342
Change+45 (+3%)
Value$931.4K (+$80.2K)
Filed 2026-10-16
Pathway Financial Advisers, LLC
INCREASED
Shares1,385 from 1,360
Change+25 (+2%)
Value$930.0K (+$67.1K)
Filed 2026-10-27
Kozak & Associates, Inc.
INCREASED
Shares1,385 from 1,382
Change+3 (+0%)
Value$887.6K (+$20.4K)
Filed 2026-10-29
Leelyn Smith, LLC
DECREASED
Shares1,365 from 1,368
Change-3 (0%)
Value$917.0K (+$49.5K)
Filed 2026-11-03
Financial Security Advisor, Inc.
DECREASED
Shares1,363 from 1,447
Change-84 (-6%)
Value$915.2K (-$2.7K)
Filed 2026-11-03
Bangor Savings Bank
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$915.3K (+$50.7K)
Filed 2026-10-06
Country Trust Bank
UNCHANGED
Shares1,361 from 1,361
Change0 (0%)
Value$914.0K (+$50.7K)
Filed 2026-10-30
Baldwin Wealth Partners LLC
DECREASED
Shares1,358 from 1,366
Change-8 (-1%)
Value$912.0K (+$45.5K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
INCREASED
Shares1,353 from 1,271
Change+82 (+6%)
Value$908.6K (+$102.4K)
Filed 2026-10-30
Waldron Private Wealth LLC
DECREASED
Shares1,351 from 2,025
Change-674 (-33%)
Value$906.8K (-$377.3K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,349 from 1,362
Change-13 (-1%)
Value$905.9K (+$42.0K)
Filed 2026-10-27
Redmond Asset Management, LLC
DECREASED
Shares1,342 from 1,375
Change-33 (-2%)
Value$901.2K (+$29.0K)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares1,341 from 1,311
Change+30 (+2%)
Value$900.6K (+$69.0K)
Filed 2026-10-19
Old Port Advisors
INCREASED
Shares1,341 from 1,331
Change+10 (+1%)
Value$900.6K (+$56.3K)
Filed 2026-10-23
Magnus Financial Group LLC
INCREASED
Shares1,336 from 1,317
Change+19 (+1%)
Value$897.4K (+$61.9K)
Filed 2026-10-21
Highland Capital Management, LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$894.5K (+$49.6K)
Filed 2026-10-26
BAR Harbor Wealth Management
DECREASED
Shares1,328 from 1,333
Change-5 (0%)
Value$891.8K (+$46.3K)
Filed 2026-10-21
Mann Financial Group, Inc.
UNCHANGED
Shares1,328 from 1,328
Change0 (0%)
Value$891.8K (+$49.4K)
Filed 2026-10-15
Angeles Wealth Management, LLC
DECREASED
Shares1,323 from 1,472
Change-149 (-10%)
Value$890.6K (-$45.5K)
Filed 2026-10-26
Pettinga Financial Advisors LLC
UNCHANGED
Shares1,322 from 1,322
Change0 (0%)
Value$887.8K (+$49.2K)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
INCREASED
Shares1,321 from 1,320
Change+1 (+0%)
Value$887.3K (+$49.8K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
DECREASED
Shares1,310 from 1,351
Change-41 (-3%)
Value$879.6K (+$22.8K)
Filed 2026-11-02
Crystal Rock Capital Management
NEW
Shares1,300
Change+1,300
Value$873.0K
Filed 2026-10-28
Western Financial Corp
INCREASED
Shares1,296 from 1,287
Change+9 (+1%)
Value$870.4K (+$54.0K)
Filed 2026-10-14
Bank of Stockton
DECREASED
Shares1,294 from 1,434
Change-140 (-10%)
Value$869.0K (-$40.6K)
Filed 2026-10-20
MSH Capital Advisors LLC
INCREASED
Shares1,294 from 1,290
Change+4 (+0%)
Value$869.0K (+$50.7K)
Filed 2026-11-03
RKL Wealth Management LLC
DECREASED
Shares1,286 from 1,869
Change-583 (-31%)
Value$863.9K (-$321.6K)
Filed 2026-10-16
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$859.6K (+$47.6K)
Filed 2026-11-04
Investment Partners, Ltd.
NEW
Shares1,279
Change+1,279
Value$859.1K
Filed 2026-10-29
Matisse Capital
UNCHANGED
Shares1,279 from 1,279
Change0 (0%)
Value$858.9K (+$47.6K)
Filed 2026-10-29
WealthPlan Investment Management, LLC
INCREASED
Shares1,275 from 1,231
Change+44 (+4%)
Value$856.3K (+$75.1K)
Filed 2026-10-15
Private Management Group Inc
INCREASED
Shares1,274 from 1,265
Change+9 (+1%)
Value$855.6K (+$53.1K)
Filed 2026-11-04
Wealth Management Nebraska
UNCHANGED
Shares1,273 from 1,273
Change0 (0%)
Value$854.9K (+$47.4K)
Filed 2026-10-26
Americana Partners, LLC
DECREASED
Shares1,266 from 1,288
Change-22 (-2%)
Value$850.2K (+$33.2K)
Filed 2026-10-28
Bond & Devick Financial Network, Inc.
INCREASED
Shares1,265 from 1,125
Change+140 (+12%)
Value$849.5K (+$135.9K)
Filed 2026-10-23
Griffin Asset Management, Inc.
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$846.2K (+$46.9K)
Filed 2026-10-22
Legacy Private Trust Co.
DECREASED
Shares1,257 from 1,321
Change-64 (-5%)
Value$844.1K (+$6.2K)
Filed 2026-10-06
Wealth Preservation Advisors, LLC
INCREASED
Shares1,257 from 1,246
Change+11 (+1%)
Value$844.1K (+$53.8K)
Filed 2026-11-05
Beirne Wealth Consulting Services, LLC
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$844.8K (+$46.7K)
Filed 2026-10-19
Harvey Investment Co LLC
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$841.0K (+$46.0K)
Filed 2026-10-20
Farmers & Merchants Investments Inc
DECREASED
Shares1,252 from 1,265
Change-13 (-1%)
Value$840.8K (+$38.4K)
Filed 2026-10-22
Founders Financial Securities LLC
INCREASED
Shares1,251 from 1,250
Change+1 (+0%)
Value$840.4K (+$47.7K)
Filed 2026-10-28
Summit Financial Strategies, Inc.
UNCHANGED
Shares1,247 from 1,247
Change0 (0%)
Value$837.3K (+$46.4K)
Filed 2026-10-14
Hickory Point Bank & Trust
DECREASED
Shares1,242 from 1,254
Change-12 (-1%)
Value$834.1K (+$38.6K)
Filed 2026-10-01
Prairie Advisory, LLC
INCREASED
Shares1,236 from 618
Change+618 (+100%)
Value$830.0K (+$438.0K)
Filed 2026-10-19
Cooper Financial Group
INCREASED
Shares1,235 from 1,227
Change+8 (+1%)
Value$829.6K (+$51.2K)
Filed 2026-10-07
Power Wealth Management LLC
DECREASED
Shares1,229 from 1,272
Change-43 (-3%)
Value$825.4K (+$18.5K)
Filed 2026-10-27
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,227 from 1,158
Change+69 (+6%)
Value$824.2K (+$89.5K)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares1,226 from 1,153
Change+73 (+6%)
Value$823.3K (+$91.9K)
Filed 2026-10-16
CRA Financial Services, LLC
INCREASED
Shares1,224 from 1,207
Change+17 (+1%)
Value$821.7K (+$56.3K)
Filed 2026-10-16
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$820.2K (+$45.7K)
Filed 2026-11-03
Alternative Investment Advisors, Llc.
DECREASED
Shares1,218 from 1,221
Change-3 (0%)
Value$819.1K (+$44.4K)
Filed 2026-11-03
Wealth Group, Ltd.
DECREASED
Shares1,216 from 5,114
Change-3,898 (-76%)
Value$817.0K (-$2.4M)
Filed 2026-10-30
TKG Advisors, LLC
INCREASED
Shares1,216 from 1,116
Change+100 (+9%)
Value$816.6K (+$108.7K)
Filed 2026-11-02
Principle Wealth Partners LLC
INCREASED
Shares1,215 from 1,214
Change+1 (+0%)
Value$816.5K (+$46.5K)
Filed 2026-11-02
J. Derek Lewis & Associates Inc.
DECREASED
Shares1,211 from 1,233
Change-22 (-2%)
Value$813.2K (+$31.1K)
Filed 2026-11-03
Legacy Advisors, LLC
DECREASED
Shares1,210 from 1,317
Change-107 (-8%)
Value$812.7K (-$22.9K)
Filed 2026-10-19
OFS Enterprise LLC
INCREASED
Shares1,206 from 1,205
Change+1 (+0%)
Value$809.7K (+$45.3K)
Filed 2026-10-16
Trueblood Wealth Management, LLC
INCREASED
Shares1,193 from 1,192
Change+1 (+0%)
Value$801.3K (+$45.2K)
Filed 2026-10-23
Mokosak Advisory Group, LLC
INCREASED
Shares1,190 from 1,188
Change+2 (+0%)
Value$799.6K (+$46.1K)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares1,187 from 1,192
Change-5 (0%)
Value$797.2K (+$41.0K)
Filed 2026-10-27
TBH Global Asset Management, LLC
DECREASED
Shares1,187 from 1,188
Change-1 (0%)
Value$796.9K (+$43.0K)
Filed 2026-11-03
Essex Investment Management Co LLC
NEW
Shares1,186
Change+1,186
Value$796.5K
Filed 2026-10-19
Northern Financial Advisors Inc
DECREASED
Shares1,186 from 1,205
Change-19 (-2%)
Value$796.5K (+$32.1K)
Filed 2026-10-29
Impact Capital Partners LLC
INCREASED
Shares1,170 from 1,161
Change+9 (+1%)
Value$785.7K (+$49.3K)
Filed 2026-10-22
Covestor Ltd
DECREASED
Shares1,169 from 1,189
Change-20 (-2%)
Value$785.0K (+$30.0K)
Filed 2026-10-30
Kane Co Wealth Management, Inc.
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$781.0K (+$39.5K)
Filed 2026-11-04
Quadrant Private Wealth Management, LLC
NEW
Shares1,168
Change+1,168
Value$786.0K
Filed 2026-11-04
Barlow Wealth Partners, LLC
INCREASED
Shares1,167 from 667
Change+500 (+75%)
Value$796.8K (+$398.8K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares1,156 from 1,385
Change-229 (-17%)
Value$776.4K (-$102.0K)
Filed 2026-10-30
Golden State Wealth Management, LLC
INCREASED
Shares1,154 from 680
Change+474 (+70%)
Value$775.0K (+$343.2K)
Filed 2026-11-02
Conning Inc.
DECREASED
Shares1,147 from 1,155
Change-8 (-1%)
Value$770.3K (+$37.6K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,146 from 1,158
Change-12 (-1%)
Value$769.9K (+$35.3K)
Filed 2026-10-14
Nvwm, LLC
INCREASED
Shares1,144 from 1,138
Change+6 (+1%)
Value$768.4K (+$46.4K)
Filed 2026-10-14
Shepherd Street Advisors LLC
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$707.2K (+$35.8K)
Filed 2026-10-21
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares1,136 from 1,133
Change+3 (+0%)
Value$764.8K (+$44.1K)
Filed 2026-10-19
Next Level Private LLC
INCREASED
Shares1,135 from 1,097
Change+38 (+3%)
Value$762.2K (+$66.3K)
Filed 2026-10-20
Capital Investment Counsel, Inc
DECREASED
Shares1,134 from 1,245
Change-111 (-9%)
Value$761.5K (-$28.2K)
Filed 2026-10-20
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$761.5K (+$42.2K)
Filed 2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED
Shares1,130 from 719
Change+411 (+57%)
Value$759.0K (+$302.7K)
Filed 2026-10-26
Verity Asset Management, Inc.
DECREASED
Shares1,129 from 1,159
Change-30 (-3%)
Value$758.2K (+$23.0K)
Filed 2026-10-30
First Affirmative Financial Network
NEW
Shares1,124
Change+1,124
Value$755.1K
Filed 2026-10-21
AA Financial Advisors, LLC
DECREASED
Shares1,120 from 1,129
Change-9 (-1%)
Value$752.1K (+$36.0K)
Filed 2026-10-19
Weil Company, Inc.
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$752.1K (+$41.7K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
DECREASED
Shares1,118 from 1,177
Change-59 (-5%)
Value$729.4K (-$17.0K)
Filed 2026-10-27
Global Financial Private Client, LLC
INCREASED
Shares1,116 from 969
Change+147 (+15%)
Value$749.5K (+$134.8K)
Filed 2026-10-15
Seamount Financial Group Inc
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$748.8K (+$41.5K)
Filed 2026-10-21
Facet Wealth, Inc.
INCREASED
Shares1,113 from 879
Change+234 (+27%)
Value$747.4K (+$189.9K)
Filed 2026-11-04
BIP Wealth, LLC
INCREASED
Shares1,111 from 1,107
Change+4 (+0%)
Value$746.3K (+$43.9K)
Filed 2026-10-22
Perpetual Ltd
DECREASED
Shares1,110 from 1,123
Change-13 (-1%)
Value$745.4K (+$33.1K)
Filed 2026-10-13
Solidarity Wealth, LLC
INCREASED
Shares1,107 from 1,072
Change+35 (+3%)
Value$743.4K (+$63.4K)
Filed 2026-10-15
Verus Capital Partners, LLC
DECREASED
Shares1,107 from 1,111
Change-4 (0%)
Value$743.7K (+$38.7K)
Filed 2026-11-03
Appleton Partners Inc
DECREASED
Shares1,105 from 1,117
Change-12 (-1%)
Value$742.0K (+$33.0K)
Filed 2026-10-30
Studio Investment Management LLC
DECREASED
Shares1,098 from 1,381
Change-283 (-20%)
Value$739.1K (-$139.1K)
Filed 2026-10-22
Sara-Bay Financial
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$735.3K (+$40.8K)
Filed 2026-10-21
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares1,089 from 1,033
Change+56 (+5%)
Value$731.2K (+$75.6K)
Filed 2026-10-13
AGP Franklin, LLC
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$728.6K (+$40.4K)
Filed 2026-11-04
Vann Equity Management LLC
DECREASED
Shares1,084 from 1,260
Change-176 (-14%)
Value$728.2K (-$70.8K)
Filed 2026-10-08
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,067 from 1,061
Change+6 (+1%)
Value$716.7K (+$43.9K)
Filed 2026-11-02
Finer Wealth Management, Inc.
DECREASED
Shares1,065 from 1,086
Change-21 (-2%)
Value$715.0K (+$26.4K)
Filed 2026-10-16
Blue Capital, Inc.
DECREASED
Shares1,054 from 1,281
Change-227 (-18%)
Value$707.8K (-$104.8K)
Filed 2026-10-13
Gilliland Jeter Wealth Management LLC
INCREASED
Shares1,052 from 1,047
Change+5 (+0%)
Value$706.6K (+$42.2K)
Filed 2026-10-28
Karras Company, Inc.
DECREASED
Shares1,051 from 1,072
Change-21 (-2%)
Value$706.0K (+$25.9K)
Filed 2026-10-16
Sacks & Associates, LLC
INCREASED
Shares1,050 from 1,049
Change+1 (+0%)
Value$704.9K (+$83.4K)
Filed 2026-10-09
Root Financial Partners, LLC
INCREASED
Shares1,047 from 862
Change+185 (+21%)
Value$702.8K (+$156.3K)
Filed 2026-10-21
Benedict Financial Advisors Inc
DECREASED
Shares1,046 from 1,072
Change-26 (-2%)
Value$702.5K (+$22.6K)
Filed 2026-10-07
Baker Tilly Wealth Management, LLC
DECREASED
Shares1,045 from 1,051
Change-6 (-1%)
Value$701.8K (+$34.9K)
Filed 2026-10-05
Davidson Trust Co
DECREASED
Shares1,038 from 1,128
Change-90 (-8%)
Value$697.1K (-$18.5K)
Filed 2026-10-09
Novem Group
INCREASED
Shares1,038 from 1,018
Change+20 (+2%)
Value$696.7K (+$51.3K)
Filed 2026-10-19
Curbstone Financial Management Corp
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$697.1K (+$38.6K)
Filed 2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,037 from 1,037
Change0 (0%)
Value$657.8K ($0)
Filed 2026-11-03
Heritage Investors Management Corp
DECREASED
Shares1,035 from 1,186
Change-151 (-13%)
Value$695.0K (-$57.0K)
Filed 2026-10-29
Flagstone Financial Management
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$693.1K (+$38.4K)
Filed 2026-11-05
Eagle Strategies LLC
DECREASED
Shares1,025 from 1,026
Change-1 (0%)
Value$688.5K (+$37.8K)
Filed 2026-10-16
Ledyard National Bank
INCREASED
Shares1,019 from 1,018
Change+1 (+0%)
Value$684.3K (+$38.6K)
Filed 2026-10-21
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$653.6K (+$7.7K)
Filed 2026-10-22
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$683.0K (+$38.0K)
Filed 2026-11-04
Accredited Investors Inc.
INCREASED
Shares1,015 from 367
Change+648 (+177%)
Value$681.4K (+$448.9K)
Filed 2026-11-03
Sky Investment Group LLC
INCREASED
Shares1,014 from 506
Change+508 (+100%)
Value$681.0K (+$360.0K)
Filed 2026-10-30
Relyea Zuckerberg Hanson LLC
INCREASED
Shares1,013 from 986
Change+27 (+3%)
Value$680.3K (+$54.8K)
Filed 2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED
Shares1,013 from 1,007
Change+6 (+1%)
Value$680.3K (+$41.5K)
Filed 2026-10-16
Community Financial Services Group, LLC
INCREASED
Shares1,008 from 843
Change+165 (+20%)
Value$672.6K (+$143.5K)
Filed 2026-10-15
BankPlus Wealth Management LLC
INCREASED
Shares1,002 from 948
Change+54 (+6%)
Value$672.5K (+$70.0K)
Filed 2026-10-13
Sunpointe, LLC
DECREASED
Shares1,000 from 1,104
Change-104 (-9%)
Value$671.6K (-$28.8K)
Filed 2026-10-22
Constitution Capital LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$671.6K (+$37.2K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
DECREASED
Shares998 from 1,023
Change-25 (-2%)
Value$670.2K (+$21.3K)
Filed 2026-10-22
Lantz Financial LLC
INCREASED
Shares998 from 986
Change+12 (+1%)
Value$670.0K (+$44.3K)
Filed 2026-10-15
Creekside Partners
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$670.2K (+$37.1K)
Filed 2026-11-04
Shulman DeMeo Asset Management LLC
DECREASED
Shares997 from 1,004
Change-7 (-1%)
Value$680.0K (+$43.2K)
Filed 2026-10-09
Maia Wealth LLC
INCREASED
Shares996 from 993
Change+3 (+0%)
Value$668.9K (+$39.0K)
Filed 2026-10-19
Cranbrook Wealth Management, LLC
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$668.2K (+$37.0K)
Filed 2026-10-28
Catalyst Investment Management LLC
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$665.5K (+$36.9K)
Filed 2026-10-21
KG Capital Management
DECREASED
Shares989 from 990
Change-1 (0%)
Value$664.1K (+$36.2K)
Filed 2026-10-15
Oslo Pensjonsforsikring AS
DECREASED
Shares988 from 1,161
Change-173 (-15%)
Value$663.5K (-$73.0K)
Filed 2026-10-15
Rational Advisors, Inc.
DECREASED
Shares984 from 1,694
Change-710 (-42%)
Value$660.8K (-$413.8K)
Filed 2026-11-02
Heck Capital Advisors, LLC
INCREASED
Shares983 from 972
Change+11 (+1%)
Value$660.7K (+$43.6K)
Filed 2026-10-14
One Day In July LLC
DECREASED
Shares982 from 992
Change-10 (-1%)
Value$659.5K (+$30.2K)
Filed 2026-10-30
Frederick Financial Consultants, LLC
INCREASED
Shares980 from 979
Change+1 (+0%)
Value$657.9K (+$37.1K)
Filed 2026-10-29
Petros Family Wealth, LLC
DECREASED
Shares978 from 983
Change-5 (-1%)
Value$656.8K (+$33.2K)
Filed 2026-10-28
Quantum Financial Partners LLC
INCREASED
Shares969 from 334
Change+635 (+190%)
Value$650.6K (+$438.9K)
Filed 2026-10-19
Focused Alpha, LLC
DECREASED
Shares968 from 1,063
Change-95 (-9%)
Value$650.1K (-$24.2K)
Filed 2026-10-20
Associated Banc-Corp
DECREASED
Shares968 from 982
Change-14 (-1%)
Value$650.1K (+$27.1K)
Filed 2026-10-30
Brown Miller Wealth Management, LLC
DECREASED
Shares967 from 1,417
Change-450 (-32%)
Value$649.4K (-$249.5K)
Filed 2026-11-02
Brady Martz Wealth Solutions, LLC
INCREASED
Shares967 from 955
Change+12 (+1%)
Value$649.5K (+$43.7K)
Filed 2026-11-05
Cypress Capital Group
DECREASED
Shares965 from 2,485
Change-1,520 (-61%)
Value$648.0K (-$928.3K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
INCREASED
Shares965 from 857
Change+108 (+13%)
Value$649.6K (+$104.6K)
Filed 2026-10-15
Pathway Financial Advisors LLC
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$647.4K (+$48.5K)
Filed 2026-10-07
Plan A Wealth LLC
INCREASED
Shares960 from 938
Change+22 (+2%)
Value$644.7K (+$49.7K)
Filed 2026-10-08
Miller Financial Services LLC
DECREASED
Shares959 from 973
Change-14 (-1%)
Value$643.8K (+$26.3K)
Filed 2026-10-20
Personal CFO Solutions, LLC
DECREASED
Shares957 from 1,322
Change-365 (-28%)
Value$644.4K (-$196.0K)
Filed 2026-11-06
Hartford Financial Management Inc.
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$638.0K (+$35.4K)
Filed 2026-10-21
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$637.3K (+$35.3K)
Filed 2026-10-08
Providence First Trust Co
INCREASED
Shares947 from 686
Change+261 (+38%)
Value$636.0K (+$200.9K)
Filed 2026-11-02
Retirement Planning Co of New England, Inc.
DECREASED
Shares943 from 975
Change-32 (-3%)
Value$633.2K (+$14.4K)
Filed 2026-10-15
SBI Securities Co., Ltd.
DECREASED
Shares942 from 965
Change-23 (-2%)
Value$632.6K (+$20.5K)
Filed 2026-10-22
CDM Financial Counseling Services, Inc.
INCREASED
Shares939 from 924
Change+15 (+2%)
Value$630.5K (+$44.6K)
Filed 2026-10-15
Princeton Global Asset Management LLC
DECREASED
Shares937 from 1,033
Change-96 (-9%)
Value$629.2K (-$26.2K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
INCREASED
Shares934 from 910
Change+24 (+3%)
Value$534.1K (+$20.0K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
DECREASED
Shares933 from 1,012
Change-79 (-8%)
Value$626.6K (-$15.4K)
Filed 2026-10-21
Lake Street Private Wealth, LLC
DECREASED
Shares931 from 935
Change-4 (0%)
Value$625.3K (+$32.2K)
Filed 2026-10-22
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares928 from 1,608
Change-680 (-42%)
Value$623.2K (-$398.3K)
Filed 2026-10-21
New Covenant Trust Company, N.A.
INCREASED
Shares925 from 864
Change+61 (+7%)
Value$621.2K (+$73.1K)
Filed 2026-10-08
Aspen Investment Management Inc
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$621.0K (+$620.4K)
Filed 2026-11-05
Global Assets Advisory, LLC
INCREASED
Shares923 from 868
Change+55 (+6%)
Value$635.3K (+$89.3K)
Filed 2026-10-28
Well Done, LLC
DECREASED
Shares921 from 1,752
Change-831 (-47%)
Value$618.8K (-$492.8K)
Filed 2026-10-20
Greenspring Advisors, LLC
NEW
Shares920
Change+920
Value$617.4K
Filed 2026-11-05
Ticino Wealth
INCREASED
Shares919 from 884
Change+35 (+4%)
Value$617.2K (+$56.4K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares914 from 803
Change+111 (+14%)
Value$613.8K (+$104.4K)
Filed 2026-11-05
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$613.4K (+$34.0K)
Filed 2026-10-13
Garrett Wealth Advisory Group, LLC
INCREASED
Shares912 from 911
Change+1 (+0%)
Value$612.5K (+$34.6K)
Filed 2026-10-22
Consilium Wealth Advisory, LLC
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$611.8K (+$33.9K)
Filed 2026-10-14
GHP Investment Advisors, Inc.
DECREASED
Shares909 from 953
Change-44 (-5%)
Value$610.7K (+$6.2K)
Filed 2026-10-15
Werba Rubin Papier Wealth Management
INCREASED
Shares907 from 881
Change+26 (+3%)
Value$609.3K (+$50.1K)
Filed 2026-11-06
Bender Robert & Associates
DECREASED
Shares907 from 912
Change-5 (-1%)
Value$609.1K (+$30.6K)
Filed 2026-10-21
First Citizens Financial Corp
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$607.8K (+$33.7K)
Filed 2026-10-02
Blue Fin Capital, Inc.
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$606.4K (+$33.6K)
Filed 2026-10-28
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$604.4K (+$33.5K)
Filed 2026-11-05
Baring Financial LLC
DECREASED
Shares898 from 927
Change-29 (-3%)
Value$602.7K (+$14.9K)
Filed 2026-10-07
Myriad Asset Management US LP
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$603.0K (+$33.0K)
Filed 2026-11-03
Schmidt P J Investment Management Inc
INCREASED
Shares897 from 885
Change+12 (+1%)
Value$602.4K (+$41.0K)
Filed 2026-11-02
Insight Advisors, LLC/ PA
DECREASED
Shares893 from 979
Change-86 (-9%)
Value$599.7K (-$21.3K)
Filed 2026-10-22
Southern Michigan Bank & Trust
DECREASED
Shares892 from 1,602
Change-710 (-44%)
Value$599.0K (-$417.2K)
Filed 2026-10-19
Onyx Bridge Wealth Group LLC
DECREASED
Shares891 from 895
Change-4 (0%)
Value$598.2K (+$30.7K)
Filed 2026-10-16
Lynch Investment Planning, LLC
INCREASED
Shares889 from 887
Change+2 (+0%)
Value$597.3K (+$34.5K)
Filed 2026-10-27
Gryphon Financial Partners LLC
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$596.6K (+$33.2K)
Filed 2026-11-04
Certuity, LLC
INCREASED
Shares886 from 885
Change+1 (+0%)
Value$595.2K (+$33.7K)
Filed 2026-11-02
Compass Financial Services Inc
INCREASED
Shares885 from 883
Change+2 (+0%)
Value$594.3K (+$33.9K)
Filed 2026-11-06
Lodestar Private Asset Management LLC
DECREASED
Shares882 from 965
Change-83 (-9%)
Value$592.3K (-$19.8K)
Filed 2026-10-26
Monarch Capital Management Inc
UNCHANGED
Shares881 from 881
Change0 (0%)
Value$593.1K (+$32.8K)
Filed 2026-10-19
Missouri Trust & Investment Co
DECREASED
Shares880 from 885
Change-5 (-1%)
Value$591.0K (+$66.5K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
INCREASED
Shares879 from 877
Change+2 (+0%)
Value$590.6K (+$34.2K)
Filed 2026-10-26
Chapman Financial Group, LLC
DECREASED
Shares877 from 1,042
Change-165 (-16%)
Value$589.0K (-$72.0K)
Filed 2026-10-26
DDD Partners, LLC
INCREASED
Shares871 from 859
Change+12 (+1%)
Value$585.0K (+$40.0K)
Filed 2026-11-02
Tred Avon Family Wealth, LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$582.9K (+$32.3K)
Filed 2026-10-20
Equitable Trust Co
INCREASED
Shares867 from 811
Change+56 (+7%)
Value$582.2K (+$67.8K)
Filed 2026-10-13
Beacon Financial Group
DECREASED
Shares866 from 1,087
Change-221 (-20%)
Value$581.6K (-$108.0K)
Filed 2026-10-19
Advisortrust Partners, LLC
DECREASED
Shares865 from 967
Change-102 (-11%)
Value$580.9K (-$32.5K)
Filed 2026-11-02
Howard Capital Management Group, LLC
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$580.9K (+$32.2K)
Filed 2026-10-16
RWC Asset Management LLP
INCREASED
Shares863 from 835
Change+28 (+3%)
Value$579.5K (+$49.9K)
Filed 2026-10-22
Gratus Wealth Advisors, LLC
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$579.5K (+$32.1K)
Filed 2026-10-26
Diversified Management Inc
INCREASED
Shares852 from 785
Change+67 (+9%)
Value$572.2K (+$74.2K)
Filed 2026-10-08
Diversified Portfolios, Inc.
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$572.2K (+$31.7K)
Filed 2026-11-04
Kestra Investment Management, LLC
DECREASED
Shares850 from 1,414
Change-564 (-40%)
Value$571.1K (-$325.6K)
Filed 2026-11-04
Nadler Financial Group, Inc.
INCREASED
Shares850 from 849
Change+1 (+0%)
Value$571.0K (+$32.6K)
Filed 2026-10-23
Pictet North America Advisors SA
INCREASED
Shares848 from 710
Change+138 (+19%)
Value$569.5K (+$119.1K)
Filed 2026-10-21
Abacus Wealth Partners, LLC
INCREASED
Shares848 from 830
Change+18 (+2%)
Value$569.5K (+$43.0K)
Filed 2026-11-03
Firethorn Wealth Partners, LLC
UNCHANGED
Shares848 from 848
Change0 (0%)
Value$569.4K (+$31.8K)
Filed 2026-10-14
Asio Capital, LLC
INCREASED
Shares842 from 482
Change+360 (+75%)
Value$565.4K (+$259.7K)
Filed 2026-10-19
StoneX Group Inc.
INCREASED
Shares841 from 665
Change+176 (+26%)
Value$565.6K (+$143.0K)
Filed 2026-11-03
Fortitude Advisory Group L.L.C.
INCREASED
Shares841 from 813
Change+28 (+3%)
Value$564.8K (+$49.1K)
Filed 2026-10-15
Alamar Capital Management, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$565.5K (+$31.3K)
Filed 2026-11-02
YHB Investment Advisors, Inc.
DECREASED
Shares838 from 846
Change-8 (-1%)
Value$562.8K (+$26.1K)
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$561.4K (+$31.1K)
Filed 2026-10-20
Sovran Advisors, LLC
INCREASED
Shares835 from 536
Change+299 (+56%)
Value$550.9K (+$207.7K)
Filed 2026-11-02
Vestor Capital, LLC
NEW
Shares833
Change+833
Value$237
Filed 2026-11-04
Uptick Partners, LLC
DECREASED
Shares829 from 908
Change-79 (-9%)
Value$556.9K (-$19.0K)
Filed 2026-11-04
Tenet Wealth Partners, LLC
INCREASED
Shares829 from 826
Change+3 (+0%)
Value$556.7K (+$40.4K)
Filed 2026-10-19
Summa Corp.
INCREASED
Shares828 from 490
Change+338 (+69%)
Value$556.6K (+$245.8K)
Filed 2026-10-30
Verum Partners LLC
INCREASED
Shares820 from 809
Change+11 (+1%)
Value$550.6K (+$37.5K)
Filed 2026-10-21
S.A. Mason LLC
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$550.7K (+$30.5K)
Filed 2026-10-13
Putney Financial Group LLC
INCREASED
Shares818 from 779
Change+39 (+5%)
Value$549.3K (+$55.2K)
Filed 2026-10-30
Roberts Wealth Advisors, LLC
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$549.3K (+$30.4K)
Filed 2026-10-14
SFE Investment Counsel
DECREASED
Shares814 from 834
Change-20 (-2%)
Value$546.6K (+$17.6K)
Filed 2026-10-29
Sterling Financial Planning, Inc.
DECREASED
Shares810 from 822
Change-12 (-1%)
Value$544.0K (+$22.5K)
Filed 2026-10-28
Linden Thomas Advisory Services, LLC
INCREASED
Shares807 from 733
Change+74 (+10%)
Value$541.9K (+$77.0K)
Filed 2026-10-19
Phillips Financial Management, LLC
INCREASED
Shares804 from 797
Change+7 (+1%)
Value$539.9K (+$34.4K)
Filed 2026-10-19
Fortem Financial Group, LLC
INCREASED
Shares800 from 700
Change+100 (+14%)
Value$537.2K (+$93.2K)
Filed 2026-10-20
Marotta Asset Management
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$537.2K (+$35.1K)
Filed 2026-10-02
Pines Wealth Management, LLC
DECREASED
Shares799 from 841
Change-42 (-5%)
Value$536.6K (+$3.1K)
Filed 2026-10-21
Tectonic Advisors LLC
INCREASED
Shares798 from 794
Change+4 (+1%)
Value$536.0K (+$32.2K)
Filed 2026-10-22
MTM Investment Management, LLC
INCREASED
Shares797 from 796
Change+1 (+0%)
Value$535.2K (+$30.1K)
Filed 2026-10-30
SmartHarvest Portfolios, LLC
DECREASED
Shares796 from 1,036
Change-240 (-23%)
Value$534.4K (-$122.7K)
Filed 2026-10-26
626 Financial, LLC
INCREASED
Shares794 from 783
Change+11 (+1%)
Value$533.2K (+$36.5K)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$530.5K (+$29.4K)
Filed 2026-11-03
PFG Advisors
DECREASED
Shares788 from 811
Change-23 (-3%)
Value$529.3K (+$14.7K)
Filed 2026-10-16
Pflug Koory, LLC
DECREASED
Shares784 from 786
Change-2 (0%)
Value$526.5K (+$27.9K)
Filed 2026-10-26
SteelPeak Wealth, LLC
INCREASED
Shares782 from 655
Change+127 (+19%)
Value$526.7K (+$109.9K)
Filed 2026-10-16
FWG Investments, Llc.
DECREASED
Shares782 from 785
Change-3 (0%)
Value$524.8K (+$27.1K)
Filed 2026-11-03
CFS Investment Advisory Services, LLC
INCREASED
Shares779 from 765
Change+14 (+2%)
Value$532.2K (+$56.6K)
Filed 2026-10-19
Black Diamond Financial, LLC
INCREASED
Shares775 from 630
Change+145 (+23%)
Value$520.5K (+$120.8K)
Filed 2026-10-26
Cromwell Holdings LLC
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$520.4K (+$28.8K)
Filed 2026-10-28
Alhambra Investment Management LLC
DECREASED
Shares772 from 773
Change-1 (0%)
Value$518.7K (+$28.1K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
DECREASED
Shares769 from 770
Change-1 (0%)
Value$516.4K (+$28.2K)
Filed 2026-10-13
Mcdonald Partners LLC
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$516.4K (+$28.6K)
Filed 2026-11-03
Waters Parkerson & Co., LLC
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$515.8K (+$28.6K)
Filed 2026-11-04
Income Insurance Ltd
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$515.1K (+$28.5K)
Filed 2026-10-21
Cahaba Wealth Management, Inc.
DECREASED
Shares766 from 769
Change-3 (0%)
Value$514.7K (+$26.7K)
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares765 from 748
Change+17 (+2%)
Value$513.8K (+$39.3K)
Filed 2026-10-14
Financial Planning Hawaii, Inc.
DECREASED
Shares763 from 1,198
Change-435 (-36%)
Value$512.4K (-$247.5K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
INCREASED
Shares763 from 711
Change+52 (+7%)
Value$512.4K (+$61.4K)
Filed 2026-10-05
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares762 from 906
Change-144 (-16%)
Value$511.9K (-$62.9K)
Filed 2026-11-04
Seven Hills Financial, LLC
NEW
Shares761
Change+761
Value$511.1K
Filed 2026-10-13
Braeburn Wealth Management LLC
NEW
Shares756
Change+756
Value$507.7K
Filed 2026-10-15
Summit Global Investments
INCREASED
Shares756 from 722
Change+34 (+5%)
Value$508.0K (+$50.0K)
Filed 2026-10-28
Invera Wealth Advisors, LLC
INCREASED
Shares752 from 686
Change+66 (+10%)
Value$505.0K (+$69.9K)
Filed 2026-10-28
Versant Capital Management, Inc
INCREASED
Shares752 from 709
Change+43 (+6%)
Value$505.0K (+$55.3K)
Filed 2026-10-02
Independent Wealth Network Inc.
DECREASED
Shares748 from 749
Change-1 (0%)
Value$502.5K (+$27.3K)
Filed 2026-10-19
Carlson Financial, Inc.
DECREASED
Shares742 from 798
Change-56 (-7%)
Value$498.1K (-$8.2K)
Filed 2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares741 from 884
Change-143 (-16%)
Value$497.8K (-$62.9K)
Filed 2026-10-08
San Luis Wealth Advisors LLC
DECREASED
Shares739 from 786
Change-47 (-6%)
Value$496.3K (-$2.6K)
Filed 2026-10-27
Crew Capital Management, Ltd
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$494.3K (+$27.4K)
Filed 2026-10-28
South Shore Capital Advisors
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$493.6K (+$27.4K)
Filed 2026-10-20
Smith Salley Wealth Management
INCREASED
Shares734 from 680
Change+54 (+8%)
Value$492.6K (+$61.2K)
Filed 2026-11-03
Sound Income Strategies, LLC
DECREASED
Shares734 from 742
Change-8 (-1%)
Value$478.7K (+$7.8K)
Filed 2026-10-09
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$487.2K (+$27.0K)
Filed 2026-10-08
Oakmont Investment Advisors, Inc.
INCREASED
Shares720 from 718
Change+2 (+0%)
Value$486.0K (+$28.3K)
Filed 2026-10-21
Ejmk Ventures LLC
INCREASED
Shares718 from 661
Change+57 (+9%)
Value$482.8K (+$62.9K)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares704 from 661
Change+43 (+7%)
Value$472.8K (+$53.5K)
Filed 2026-10-28
Victrix Investment Advisors
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$472.8K (+$26.2K)
Filed 2026-10-13
Encompass Wealth Advisors, LLC
INCREASED
Shares702 from 345
Change+357 (+103%)
Value$471.4K (+$252.6K)
Filed 2026-10-15
Lewis Asset Management, LLC
INCREASED
Shares700 from 614
Change+86 (+14%)
Value$470.9K (+$81.5K)
Filed 2026-10-14
Quantum Financial Advisors, LLC
INCREASED
Shares697 from 652
Change+45 (+7%)
Value$467.7K (+$54.5K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED
Shares696 from 599
Change+97 (+16%)
Value$468.7K (+$87.7K)
Filed 2026-10-16
Advantage Trust Co
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$466.7K (+$25.9K)
Filed 2026-10-19
Shearwater Capital LLC
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$464.5K (+$25.7K)
Filed 2026-10-13
Sigma Investment Counselors Inc
INCREASED
Shares687 from 680
Change+7 (+1%)
Value$461.4K (+$30.0K)
Filed 2026-10-27
First United Bank & Trust
DECREASED
Shares687 from 689
Change-2 (0%)
Value$461.4K (+$24.3K)
Filed 2026-10-22
Alchemi Wealth, LLC
INCREASED
Shares686 from 677
Change+9 (+1%)
Value$461.3K (+$31.3K)
Filed 2026-11-04
Viewpoint Capital Management LLC
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$460.7K (+$25.5K)
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares684 from 350
Change+334 (+95%)
Value$459.4K (+$237.4K)
Filed 2026-10-22
BCS Wealth Management
INCREASED
Shares683 from 676
Change+7 (+1%)
Value$458.9K (+$29.9K)
Filed 2026-11-03
Beacon Financial Advisory LLC
INCREASED
Shares671 from 646
Change+25 (+4%)
Value$450.6K (+$40.8K)
Filed 2026-10-16
Symmetry Partners, LLC
NEW
Shares665
Change+665
Value$446.5K
Filed 2026-10-27
Collective Family Office LLC
DECREASED
Shares665 from 693
Change-28 (-4%)
Value$446.6K (+$7.0K)
Filed 2026-10-05
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares662 from 795
Change-133 (-17%)
Value$445.2K (-$59.0K)
Filed 2026-10-09
Seed Wealth Management, Inc.
DECREASED
Shares656 from 726
Change-70 (-10%)
Value$440.5K (-$20.0K)
Filed 2026-10-20
Newton One Investments LLC
INCREASED
Shares655 from 653
Change+2 (+0%)
Value$439.8K (+$25.5K)
Filed 2026-10-14
West Bancorporation Inc
NEW
Shares653
Change+653
Value$438.5K
Filed 2026-10-29
Landaas & Co
INCREASED
Shares649 from 397
Change+252 (+63%)
Value$435.8K (+$184.0K)
Filed 2026-10-29
Verity & Verity, LLC
INCREASED
Shares647 from 445
Change+202 (+45%)
Value$434.5K (+$152.2K)
Filed 2026-10-23
Hamilton Capital, LLC
INCREASED
Shares645 from 638
Change+7 (+1%)
Value$433.2K (+$28.4K)
Filed 2026-10-08
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares643 from 1,862
Change-1,219 (-65%)
Value$431.8K (-$749.3K)
Filed 2026-10-26
Genesee Capital Advisors, LLC
DECREASED
Shares643 from 667
Change-24 (-4%)
Value$432.0K (+$8.8K)
Filed 2026-10-20
180 Wealth Advisors, LLC
INCREASED
Shares639 from 609
Change+30 (+5%)
Value$429.2K (+$42.8K)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED
Shares638 from 781
Change-143 (-18%)
Value$429.6K (-$67.2K)
Filed 2026-10-28
Gerald Baker Financial Group LLC
DECREASED
Shares638 from 640
Change-2 (0%)
Value$428.7K (+$22.9K)
Filed 2026-10-09
Bingham Private Wealth, LLC
DECREASED
Shares637 from 665
Change-28 (-4%)
Value$427.8K (+$5.9K)
Filed 2026-11-05
Thrive Wealth Management, LLC
INCREASED
Shares637 from 610
Change+27 (+4%)
Value$428.0K (+$40.9K)
Filed 2026-10-13
Sheets Smith Wealth Management
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$426.3K (+$23.7K)
Filed 2026-10-16
Laurel Wealth Advisors LLC
DECREASED
Shares633 from 653
Change-20 (-3%)
Value$425.3K (+$10.9K)
Filed 2026-10-27
True Private Wealth Advisors
INCREASED
Shares631 from 622
Change+9 (+1%)
Value$423.7K (+$29.2K)
Filed 2026-10-19
Millennium Capital Advisors, LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$423.8K (+$23.5K)
Filed 2026-10-16
Univest Financial Corp
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$421.7K (+$23.4K)
Filed 2026-11-05
Curated Wealth Partners LLC
NEW
Shares626
Change+626
Value$420.4K
Filed 2026-10-15
Primoris Wealth Advisors, LLC
DECREASED
Shares626 from 631
Change-5 (-1%)
Value$420.4K (+$20.1K)
Filed 2026-10-28
Dorato Capital Management
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$410.5K (+$43.8K)
Filed 2026-10-08
Redw Wealth LLC
INCREASED
Shares622 from 610
Change+12 (+2%)
Value$417.7K (+$30.8K)
Filed 2026-11-02
Vista Investment Partners II, LLC
DECREASED
Shares618 from 649
Change-31 (-5%)
Value$414.8K (+$3.4K)
Filed 2026-10-15
Hill Island Financial LLC
DECREASED
Shares617 from 618
Change-1 (0%)
Value$414.3K (+$22.3K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares616 from 354
Change+262 (+74%)
Value$413.2K (+$188.8K)
Filed 2026-11-02
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares615 from 3,102
Change-2,487 (-80%)
Value$413.0K (-$1.6M)
Filed 2026-10-14
XXI Wealth, LLC
INCREASED
Shares614 from 586
Change+28 (+5%)
Value$412.3K (+$40.6K)
Filed 2026-10-22
Centerpoint Advisory Group
INCREASED
Shares614 from 613
Change+1 (+0%)
Value$412.3K (+$23.5K)
Filed 2026-10-23
Northland Securities, Inc.
DECREASED
Shares610 from 630
Change-20 (-3%)
Value$409.6K (+$10.0K)
Filed 2026-11-02
First Nebraska Trust Co
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$409.6K (+$22.7K)
Filed 2026-10-30
Haven Private, LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$409.6K (+$22.7K)
Filed 2026-10-27
Wealth Alliance Advisory Group, LLC
INCREASED
Shares609 from 608
Change+1 (+0%)
Value$409.0K (+$23.3K)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
DECREASED
Shares608 from 619
Change-11 (-2%)
Value$409.3K (+$15.6K)
Filed 2026-11-05
Waterfront Wealth Inc.
INCREASED
Shares608 from 607
Change+1 (+0%)
Value$384.3K (+$27.9K)
Filed 2026-11-03
Broadway Wealth Solutions, Inc.
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$407.0K (+$22.6K)
Filed 2026-10-21
Cortland Associates Inc
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$407.0K (+$23.0K)
Filed 2026-10-29
PW Nova Financial Services LLC
DECREASED
Shares601 from 604
Change-3 (0%)
Value$403.9K (+$20.5K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
DECREASED
Shares600 from 1,077
Change-477 (-44%)
Value$403.2K (-$279.4K)
Filed 2026-10-26
Smith Thornton Advisors LLC
DECREASED
Shares600 from 633
Change-33 (-5%)
Value$402.9K (+$32.2K)
Filed 2026-10-16
Davidson Investment Advisors
INCREASED
Shares599 from 596
Change+3 (+1%)
Value$402.3K (+$24.2K)
Filed 2026-10-20
Strid Group, LLC
INCREASED
Shares598 from 530
Change+68 (+13%)
Value$401.6K (+$65.4K)
Filed 2026-10-28
XML Financial, LLC
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$401.0K (+$22.2K)
Filed 2026-10-29
Signature Equity Partners, LLC
INCREASED
Shares594 from 284
Change+310 (+109%)
Value$398.7K (+$218.5K)
Filed 2026-10-29
Legacy Financial Strategies, LLC
INCREASED
Shares592 from 589
Change+3 (+1%)
Value$397.6K (+$23.9K)
Filed 2026-10-15
MW Advisory, LLC
DECREASED
Shares591 from 786
Change-195 (-25%)
Value$396.9K (-$101.7K)
Filed 2026-10-19
Shepherd Financial Partners LLC
INCREASED
Shares591 from 578
Change+13 (+2%)
Value$396.8K (+$30.1K)
Filed 2026-11-03
Kelleher Financial Advisors
DECREASED
Shares590 from 724
Change-134 (-19%)
Value$396.2K (-$63.0K)
Filed 2026-10-30
Polaris Financial Partners
NEW
Shares586
Change+586
Value$396
Filed 2026-10-02
Southland Equity Partners LLC
DECREASED
Shares586 from 611
Change-25 (-4%)
Value$393.3K (+$5.5K)
Filed 2026-10-14
Abel Hall, LLC
INCREASED
Shares585 from 579
Change+6 (+1%)
Value$393.1K (+$25.6K)
Filed 2026-10-19
Morton Capital Management LLC
DECREASED
Shares585 from 586
Change-1 (0%)
Value$392.5K (+$20.7K)
Filed 2026-10-23
Northbridge Financial Group, LLC
INCREASED
Shares583 from 480
Change+103 (+21%)
Value$398.1K (+$93.6K)
Filed 2026-11-05
Dahring | Cusmano LLC
NEW
Shares582
Change+582
Value$390.7K
Filed 2026-11-03
Earned Wealth Advisors, LLC
INCREASED
Shares582 from 526
Change+56 (+11%)
Value$390.6K (+$57.2K)
Filed 2026-11-06
Freestate Advisors LLC
INCREASED
Shares582 from 581
Change+1 (+0%)
Value$391.0K (+$22.6K)
Filed 2026-10-09
Radnor Capital Management, LLC
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$390.8K (+$21.7K)
Filed 2026-10-23
Teza Capital Management LLC
INCREASED
Shares581 from 439
Change+142 (+32%)
Value$390.2K (+$111.7K)
Filed 2026-10-23
First National Bank Sioux Falls
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$390.2K (+$50.8K)
Filed 2026-10-13
Fermata Advisors, LLC
DECREASED
Shares580 from 582
Change-2 (0%)
Value$389.4K (+$19.9K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
DECREASED
Shares579 from 1,105
Change-526 (-48%)
Value$388.8K (-$311.8K)
Filed 2026-10-28
First Growth Capital LLC
INCREASED
Shares579 from 577
Change+2 (+0%)
Value$388.5K (+$22.8K)
Filed 2026-10-15
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares578 from 510
Change+68 (+13%)
Value$388.2K (+$64.6K)
Filed 2026-10-16
Deseret Mutual Benefit Administrators
DECREASED
Shares577 from 585
Change-8 (-1%)
Value$387.5K (+$16.4K)
Filed 2026-11-04
Willow Creek Wealth Management Inc.
INCREASED
Shares577 from 576
Change+1 (+0%)
Value$387.5K (+$21.6K)
Filed 2026-10-26
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$387.5K (+$21.5K)
Filed 2026-10-07
Simon Quick Advisors, LLC
DECREASED
Shares576 from 788
Change-212 (-27%)
Value$387.0K (-$113.0K)
Filed 2026-10-26
Wealth Architects, LLC
INCREASED
Shares575 from 376
Change+199 (+53%)
Value$386.1K (+$147.6K)
Filed 2026-11-03
JB Capital LLC
INCREASED
Shares573 from 572
Change+1 (+0%)
Value$385.0K (+$21.9K)
Filed 2026-10-19
Argentarii, LLC
DECREASED
Shares572 from 575
Change-3 (-1%)
Value$384.1K (+$28.8K)
Filed 2026-10-28
Prosperity Planning, Inc.
NEW
Shares571
Change+571
Value$383.5K
Filed 2026-10-09
May Hill Capital, LLC
INCREASED
Shares571 from 505
Change+66 (+13%)
Value$383.5K (+$63.1K)
Filed 2026-11-03
Souders Financial Advisors
INCREASED
Shares570 from 565
Change+5 (+1%)
Value$382.9K (+$24.4K)
Filed 2026-11-03
LifeWealth Investments, LLC
NEW
Shares568
Change+568
Value$381.8K
Filed 2026-10-21
Dutch Asset Corp
INCREASED
Shares567 from 536
Change+31 (+6%)
Value$380.8K (+$40.6K)
Filed 2026-10-20
Traphagen Investment Advisors LLC
INCREASED
Shares566 from 556
Change+10 (+2%)
Value$380.1K (+$27.5K)
Filed 2026-10-14
Cambridge Advisors Inc.
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$380.1K (+$21.1K)
Filed 2026-10-19
Invested Advisors
DECREASED
Shares565 from 597
Change-32 (-5%)
Value$379.4K (+$731)
Filed 2026-10-23
Ariston Services Group
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$379.4K (+$21.0K)
Filed 2026-10-16
Zega Investments, LLC
DECREASED
Shares564 from 1,553
Change-989 (-64%)
Value$378.8K (-$606.4K)
Filed 2026-11-04
Private Client Services, LLC
INCREASED
Shares564 from 534
Change+30 (+6%)
Value$378.9K (+$40.4K)
Filed 2026-10-02
Westside Investment Management, Inc.
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$379.4K (+$22.8K)
Filed 2026-11-02
GAM Holding AG
DECREASED
Shares561 from 630
Change-69 (-11%)
Value$376.7K (-$22.9K)
Filed 2026-11-03
Gradient Investments LLC
DECREASED
Shares560 from 713
Change-153 (-21%)
Value$375.8K (-$76.2K)
Filed 2026-10-08
Douglas Lane & Associates, LLC
DECREASED
Shares560 from 563
Change-3 (-1%)
Value$375.7K (+$18.9K)
Filed 2026-10-09
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$375.4K (+$20.8K)
Filed 2026-11-02
Goldstein Advisors, LLC
INCREASED
Shares557 from 549
Change+8 (+1%)
Value$374.1K (+$25.8K)
Filed 2026-10-15
American National Bank & Trust
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$373.4K (+$20.7K)
Filed 2026-10-07
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$373.2K (+$20.7K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares555 from 511
Change+44 (+9%)
Value$373.0K (+$48.6K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares554 from 499
Change+55 (+11%)
Value$371.9K (+$55.5K)
Filed 2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$372.0K (+$20.6K)
Filed 2026-10-15
Synergy Asset Management, LLC
DECREASED
Shares552 from 29,486
Change-28,934 (-98%)
Value$370.7K (-$18.3M)
Filed 2026-11-05
Schwartz Investment Counsel Inc
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$369.4K (+$20.5K)
Filed 2026-10-26
Asset One Wealth Management LLC
INCREASED
Shares546 from 529
Change+17 (+3%)
Value$366.7K (+$54.8K)
Filed 2026-11-02
Grandview Asset Management LLC
NEW
Shares545
Change+545
Value$365.7K
Filed 2026-10-19
Uniting Wealth Partners, LLC
INCREASED
Shares545 from 501
Change+44 (+9%)
Value$366.9K (+$48.3K)
Filed 2026-11-06
Taylor Financial Group, Inc.
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$366.0K (+$20.3K)
Filed 2026-11-02
Ehrlich Financial Group
DECREASED
Shares544 from 556
Change-12 (-2%)
Value$365.3K (+$12.6K)
Filed 2026-10-20
Peak Financial Management, Inc.
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$365.3K (+$20.2K)
Filed 2026-10-16
Reflection Asset Management
INCREASED
Shares543 from 532
Change+11 (+2%)
Value$364.7K (+$27.2K)
Filed 2026-10-28
Great Diamond Partners, LLC
DECREASED
Shares542 from 543
Change-1 (0%)
Value$364.0K (+$19.5K)
Filed 2026-10-13
Belleair Asset Management, LLC
DECREASED
Shares541 from 880
Change-339 (-39%)
Value$363.3K (-$194.9K)
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares540 from 576
Change-36 (-6%)
Value$362.6K (-$2.7K)
Filed 2026-10-22
Sendero Wealth Management, LLC
DECREASED
Shares539 from 590
Change-51 (-9%)
Value$362.0K (-$12.3K)
Filed 2026-10-14
MBE Wealth Management, LLC
DECREASED
Shares538 from 543
Change-5 (-1%)
Value$361.3K (+$16.9K)
Filed 2026-10-26
Enclave Advisors LLC
DECREASED
Shares536 from 577
Change-41 (-7%)
Value$359.7K (-$6.5K)
Filed 2026-10-14
Interchange Capital Partners, LLC
DECREASED
Shares535 from 600
Change-65 (-11%)
Value$359.6K (-$21.3K)
Filed 2026-10-28
Norway Savings Bank
DECREASED
Shares535 from 565
Change-30 (-5%)
Value$359.3K (+$884)
Filed 2026-10-20
IVC Wealth Advisors LLC
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$357.2K (+$20.0K)
Filed 2026-10-23
Titleist Asset Management, LLC
INCREASED
Shares531 from 473
Change+58 (+12%)
Value$356.3K (+$56.1K)
Filed 2026-10-08
TrueWealth Advisors, LLC
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$355.4K (+$19.8K)
Filed 2026-10-09
Central Valley Advisors, LLC
DECREASED
Shares528 from 616
Change-88 (-14%)
Value$354.6K (-$36.0K)
Filed 2026-10-27
55 North Private Wealth, LLC
INCREASED
Shares527 from 490
Change+37 (+8%)
Value$353.9K (+$43.1K)
Filed 2026-10-20
Warwick Investment Management, Inc.
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$353.9K (+$19.6K)
Filed 2026-10-19
MV Capital Management, Inc.
INCREASED
Shares526 from 522
Change+4 (+1%)
Value$353.2K (+$22.1K)
Filed 2026-10-29
Stanley-Laman Group, Ltd.
DECREASED
Shares524 from 781
Change-257 (-33%)
Value$351.9K (-$143.5K)
Filed 2026-10-20
CPA Asset Management Group, LLC
DECREASED
Shares524 from 525
Change-1 (0%)
Value$351.9K (+$18.9K)
Filed 2026-10-26
Archer Investment Corp
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$351.9K (+$19.5K)
Filed 2026-11-05
TrustWell Financial Advisors, LLC
INCREASED
Shares523 from 372
Change+151 (+41%)
Value$351.2K (+$115.3K)
Filed 2026-10-15
TritonPoint Partners, LLC
DECREASED
Shares522 from 707
Change-185 (-26%)
Value$351.4K (-$98.2K)
Filed 2026-11-05
Benin Management Corp
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$349.2K (+$19.4K)
Filed 2026-10-22
Stephenson & Company, Inc.
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$348.5K (+$19.3K)
Filed 2026-10-30
Union Savings Bank
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$347.9K (+$19.3K)
Filed 2026-10-14
Insight Wealth Partners, LLC
INCREASED
Shares515 from 468
Change+47 (+10%)
Value$345.8K (+$49.0K)
Filed 2026-10-26
Community Bank of Raymore
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$344.5K (+$19.1K)
Filed 2026-10-23
Family Capital Management, Inc.
INCREASED
Shares512 from 487
Change+25 (+5%)
Value$343.7K (+$34.8K)
Filed 2026-11-03
Tanager Wealth Management LLP
NEW
Shares511
Change+511
Value$343.2K
Filed 2026-10-19
Piedmont Capital Management, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$342.5K (+$19.0K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
NEW
Shares506
Change+506
Value$339.8K
Filed 2026-10-16
Wealth Advisory Solutions, LLC
INCREASED
Shares506 from 412
Change+94 (+23%)
Value$339.8K (+$78.5K)
Filed 2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED
Shares506 from 566
Change-60 (-11%)
Value$340.0K (-$19.2K)
Filed 2026-10-16
St. Clair Advisors, LLC
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$338.5K (+$18.8K)
Filed 2026-10-13
Cookson Peirce & Co Inc
NEW
Shares503
Change+503
Value$337.6K
Filed 2026-10-30
MRA Advisory Group
INCREASED
Shares502 from 501
Change+1 (+0%)
Value$337.3K (+$19.4K)
Filed 2026-10-07
Flossbach VON Storch SE
NEW
Shares501
Change+501
Value$336.4K
Filed 2026-10-28
Ignite Planners, LLC
DECREASED
Shares500 from 504
Change-4 (-1%)
Value$335.8K (+$16.1K)
Filed 2026-10-14
Cherokee Insurance Co
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$335.8K (+$18.6K)
Filed 2026-11-05
Hoese & Co LLP
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$335.8K (+$18.6K)
Filed 2026-10-21
New England Professional Planning Group Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$335.8K (+$18.6K)
Filed 2026-10-29
Grant Street Asset Management, Inc.
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$334.8K (+$18.6K)
Filed 2026-10-26
Canandaigua National Trust Co of Florida
NEW
Shares496
Change+496
Value$333.1K
Filed 2026-10-07
Intrua Financial, LLC
DECREASED
Shares494 from 541
Change-47 (-9%)
Value$332.3K (-$11.4K)
Filed 2026-10-28
Wedge Capital Management L L P
DECREASED
Shares493 from 533
Change-40 (-7%)
Value$331.1K (-$7.0K)
Filed 2026-10-13
Archford Capital Strategies, LLC
DECREASED
Shares490 from 531
Change-41 (-8%)
Value$329.1K (-$7.8K)
Filed 2026-10-19
Tritonpoint Wealth, LLC
DECREASED
Shares486 from 518
Change-32 (-6%)
Value$326.4K (-$2.2K)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares486 from 492
Change-6 (-1%)
Value$326.1K (+$14.0K)
Filed 2026-10-09
Concord Wealth Partners
INCREASED
Shares485 from 481
Change+4 (+1%)
Value$325.7K (+$20.6K)
Filed 2026-11-02
Evanson Financial, LLC
INCREASED
Shares485 from 483
Change+2 (+0%)
Value$325.5K (+$18.8K)
Filed 2026-10-23
Abound Wealth Management
INCREASED
Shares483 from 480
Change+3 (+1%)
Value$324.7K (+$19.9K)
Filed 2026-10-26
Evermay Wealth Management LLC
DECREASED
Shares483 from 485
Change-2 (0%)
Value$324.4K (+$16.7K)
Filed 2026-11-05
HCR Wealth Advisors
DECREASED
Shares478 from 593
Change-115 (-19%)
Value$321.1K (-$55.2K)
Filed 2026-10-15
Avity Investment Management Inc.
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$319.7K (+$17.7K)
Filed 2026-10-09
Miller Wealth Advisors, LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$319.7K (+$17.7K)
Filed 2026-11-02
Tsfg, LLC
DECREASED
Shares470 from 491
Change-21 (-4%)
Value$315.0K (+$4.0K)
Filed 2026-10-23
RFG Holdings, Inc.
DECREASED
Shares470 from 473
Change-3 (-1%)
Value$315.6K (+$15.6K)
Filed 2026-10-30
BridgePort Financial Solutions, LLC
INCREASED
Shares469 from 456
Change+13 (+3%)
Value$315.0K (+$25.6K)
Filed 2026-11-02
Tealwood Asset Management Inc
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$314.0K (+$313.7K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares467 from 807
Change-340 (-42%)
Value$313.9K (-$198.1K)
Filed 2026-10-14
Ascent Wealth Partners, LLC
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$313.6K (+$17.4K)
Filed 2026-10-23
Pavion Blue Capital, LLC
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$313.6K (+$17.4K)
Filed 2026-11-05
Global Trust Asset Management, LLC
INCREASED
Shares465 from 462
Change+3 (+1%)
Value$312.0K (+$19.1K)
Filed 2026-10-19
White Lighthouse Investment Management Inc.
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$312.3K (+$17.3K)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
DECREASED
Shares463 from 559
Change-96 (-17%)
Value$311.0K (+$310.6K)
Filed 2026-10-27
Family Office Research LLC
DECREASED
Shares463 from 475
Change-12 (-3%)
Value$311.5K (+$9.9K)
Filed 2026-10-14
First County Bank
INCREASED
Shares463 from 451
Change+12 (+3%)
Value$310.9K (+$24.8K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares462 from 442
Change+20 (+5%)
Value$310.2K (+$29.7K)
Filed 2026-10-19
Sweeney & Michel, LLC
INCREASED
Shares461 from 458
Change+3 (+1%)
Value$310.7K (+$26.1K)
Filed 2026-10-16
Adell Harriman & Carpenter Inc
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$308.9K (+$17.1K)
Filed 2026-11-02
Alpha Family Trust
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$291.8K ($0)
Filed 2026-11-04
Elco Management Co., LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$308.9K (+$17.1K)
Filed 2026-10-14
Canvas Wealth Advisors, LLC
DECREASED
Shares459 from 463
Change-4 (-1%)
Value$302.9K (+$9.2K)
Filed 2026-11-02
Mayfair Advisory Group, LLC
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$307.4K (+$19.9K)
Filed 2026-10-20
Secure Asset Management, LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$306.9K (+$17.0K)
Filed 2026-10-19
Briggs Wealth Management, Inc
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$306.0K (+$17.0K)
Filed 2026-10-26
1834 Investment Advisors Co
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$305.6K (+$16.9K)
Filed 2026-10-16
Eurizon SLJ Capital Ltd
DECREASED
Shares454 from 575
Change-121 (-21%)
Value$304.9K (-$59.9K)
Filed 2026-11-06
QTR Family Wealth, LLC
INCREASED
Shares454 from 446
Change+8 (+2%)
Value$305.1K (+$22.1K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED
Shares453 from 387
Change+66 (+17%)
Value$304.1K (+$58.6K)
Filed 2026-11-04
Arlington Trust Co LLC
INCREASED
Shares451 from 366
Change+85 (+23%)
Value$302.9K (+$70.7K)
Filed 2026-10-20
Layline Advisors, LLC
INCREASED
Shares451 from 445
Change+6 (+1%)
Value$302.6K (+$20.0K)
Filed 2026-11-02
BKM Wealth Management, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$302.2K (+$16.7K)
Filed 2026-10-22
D'Orazio & Associates, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$302.2K (+$16.7K)
Filed 2026-11-04
Courier Capital LLC
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$301.5K (+$16.7K)
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares447 from 433
Change+14 (+3%)
Value$300.9K (+$26.1K)
Filed 2026-11-05
Woodard & Co Asset Management Group Inc
INCREASED
Shares445 from 444
Change+1 (+0%)
Value$298.8K (+$17.2K)
Filed 2026-11-03
ADE, LLC
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$298.8K (+$16.6K)
Filed 2026-10-29
Burford Brothers, Inc.
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$298.8K (+$16.6K)
Filed 2026-10-21
Farmers & Merchants Trust Co of Long Beach
NEW
Shares444
Change+444
Value$298.2K
Filed 2026-10-22
Intesa Sanpaolo Wealth Management
DECREASED
Shares444 from 1,272
Change-828 (-65%)
Value$298.2K (-$508.7K)
Filed 2026-10-28
Emerald Advisors, LLC
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$296.4K (+$16.4K)
Filed 2026-10-13
Winthrop Advisory Group LLC
INCREASED
Shares440 from 395
Change+45 (+11%)
Value$296.1K (+$45.0K)
Filed 2026-10-22
Linscomb Wealth, Inc.
DECREASED
Shares438 from 469
Change-31 (-7%)
Value$293.9K (-$3.4K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares437 from 125
Change+312 (+250%)
Value$293.4K (+$214.2K)
Filed 2026-11-05
AXS Investments LLC
INCREASED
Shares437 from 401
Change+36 (+9%)
Value$293.5K (+$39.1K)
Filed 2026-11-04
Investment Management Trust, LLC
INCREASED
Shares437 from 435
Change+2 (+0%)
Value$293.2K (+$17.0K)
Filed 2026-11-05
BOS Asset Management, LLC
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$292.8K (+$16.2K)
Filed 2026-10-09
Tradewinds Capital Management, LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$292.2K (+$16.3K)
Filed 2026-10-23
Balboa Wealth Partners
NEW
Shares434
Change+434
Value$291.5K
Filed 2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED
Shares433 from 432
Change+1 (+0%)
Value$291.0K (+$16.9K)
Filed 2026-10-19
Eagle Wealth Strategies LLC
INCREASED
Shares431 from 427
Change+4 (+1%)
Value$289.6K (+$18.8K)
Filed 2026-10-20
LMG Wealth Partners, LLC
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$289.3K (+$16.1K)
Filed 2026-11-05
One Way Holdings LLC
INCREASED
Shares430 from 391
Change+39 (+10%)
Value$288.8K (+$40.7K)
Filed 2026-10-29
River Street Advisors LLC
DECREASED
Shares430 from 435
Change-5 (-1%)
Value$288.8K (+$12.8K)
Filed 2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$289.0K (+$16.0K)
Filed 2026-10-26
Tactive Advisors, LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$286.9K (+$16.1K)
Filed 2026-10-08
Orrstown Financial Services Inc
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$285.4K (+$15.8K)
Filed 2026-10-14
Ted Buchan & Co
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$284.7K (+$15.8K)
Filed 2026-10-23
Hurley Capital, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$284.1K (+$16.0K)
Filed 2026-11-05
Revisor Wealth Management LLC
DECREASED
Shares421 from 450
Change-29 (-6%)
Value$275.1K (-$10.8K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
DECREASED
Shares421 from 430
Change-9 (-2%)
Value$283.0K (+$10.2K)
Filed 2026-11-03
DT Investment Partners, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$282.1K (+$15.6K)
Filed 2026-10-27
United Advisor Group, LLC
DECREASED
Shares418 from 511
Change-93 (-18%)
Value$281.2K (-$43.4K)
Filed 2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$280.0K (+$15.5K)
Filed 2026-10-30
Jeter Robert S II
NEW
Shares415
Change+415
Value$269.8K
Filed 2026-10-16
Arrow Investment Advisors, LLC
NEW
Shares414
Change+414
Value$278.0K
Filed 2026-11-02
CGC Financial Services, LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$278.0K (+$15.4K)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares413 from 456
Change-43 (-9%)
Value$277.4K (-$11.9K)
Filed 2026-10-26
Financial Management Network Inc
DECREASED
Shares413 from 436
Change-23 (-5%)
Value$285.1K (+$24.1K)
Filed 2026-10-09
AGH Wealth Advisors, LLC
INCREASED
Shares412 from 404
Change+8 (+2%)
Value$276.7K (+$20.4K)
Filed 2026-10-26
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$257.9K (+$10.1K)
Filed 2026-10-21
Sterling Group Wealth Management, LLC
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$274.0K (+$15.2K)
Filed 2026-11-03
Three Magnolias Financial Advisors, LLC
DECREASED
Shares407 from 607
Change-200 (-33%)
Value$273.3K (-$111.7K)
Filed 2026-10-14
Ballew Advisors, Inc
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$279.3K (+$26.7K)
Filed 2026-10-05
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$273.3K (+$15.1K)
Filed 2026-10-09
Lantern Wealth Advisors, LLC
INCREASED
Shares406 from 365
Change+41 (+11%)
Value$272.6K (+$41.2K)
Filed 2026-10-22
Able Financial Group, LLC
INCREASED
Shares403 from 385
Change+18 (+5%)
Value$270.6K (+$26.4K)
Filed 2026-10-14
Compass Ion Advisors, LLC
INCREASED
Shares403 from 386
Change+17 (+4%)
Value$270.5K (+$25.7K)
Filed 2026-10-23
Stonehearth Capital Management, LLC
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$269.5K (+$14.9K)
Filed 2026-10-13
LeConte Wealth Management, LLC
DECREASED
Shares400 from 476
Change-76 (-16%)
Value$268.4K (-$33.2K)
Filed 2026-10-20
Advisory Resource Group
INCREASED
Shares400 from 335
Change+65 (+19%)
Value$268.6K (+$56.1K)
Filed 2026-10-26
Cultivar Capital, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$268.6K (+$14.9K)
Filed 2026-10-14
Kenora Financial, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$268.6K (+$14.9K)
Filed 2026-10-20
Paradigm Asset Management Co LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$268.6K (+$14.9K)
Filed 2026-11-05
WealthSpring Partners, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$268.6K (+$14.9K)
Filed 2026-10-14
Financial Insights, Inc.
DECREASED
Shares399 from 433
Change-34 (-8%)
Value$268.2K (-$6.3K)
Filed 2026-10-27
Avail Investment Partners, LLC
DECREASED
Shares399 from 411
Change-12 (-3%)
Value$268.1K (+$7.3K)
Filed 2026-10-16
Castleview Partners, LLC
DECREASED
Shares398 from 490
Change-92 (-19%)
Value$267.3K (-$43.5K)
Filed 2026-10-09
Spartan Planning & Wealth Management
INCREASED
Shares398 from 331
Change+67 (+20%)
Value$267.4K (+$57.6K)
Filed 2026-10-13
Darden Wealth Group Inc
DECREASED
Shares396 from 399
Change-3 (-1%)
Value$265.9K (+$12.8K)
Filed 2026-11-06
Red Mountain Financial, LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$265.5K (+$14.8K)
Filed 2026-11-03
MFG Investments, LLC
NEW
Shares394
Change+394
Value$264.5K
Filed 2026-10-30
Allen Investment Management, LLC
DECREASED
Shares394 from 411
Change-17 (-4%)
Value$264.6K (+$3.9K)
Filed 2026-11-03
SLT Holdings LLC
DECREASED
Shares393 from 402
Change-9 (-2%)
Value$263.9K (+$8.9K)
Filed 2026-10-15
Franklin Street Advisors Inc
DECREASED
Shares390 from 394
Change-4 (-1%)
Value$261.9K (+$12.0K)
Filed 2026-10-13
CPC Advisors, LLC
DECREASED
Shares389 from 491
Change-102 (-21%)
Value$261.2K (-$50.2K)
Filed 2026-10-21
Meadow Creek Wealth Advisors LLC
INCREASED
Shares389 from 368
Change+21 (+6%)
Value$261.2K (+$27.8K)
Filed 2026-11-02
August Group Capital Ltd
INCREASED
Shares389 from 383
Change+6 (+2%)
Value$260.6K (+$18.2K)
Filed 2026-10-14
CGN Advisors LLC
DECREASED
Shares388 from 407
Change-19 (-5%)
Value$260.6K (+$2.4K)
Filed 2026-10-21
Cadinha & Co LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$259.8K (+$14.4K)
Filed 2026-10-22
Lavelle Capital LP
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$259.9K (+$14.4K)
Filed 2026-11-03
MFA Wealth Advisors, LLC
INCREASED
Shares386 from 385
Change+1 (+0%)
Value$259.2K (+$15.0K)
Filed 2026-10-07
Summit Investment Advisors, Inc.\KS
INCREASED
Shares385 from 335
Change+50 (+15%)
Value$258.3K (+$46.1K)
Filed 2026-11-05
Stonekeep Investments, LLC
DECREASED
Shares385 from 391
Change-6 (-2%)
Value$258.4K (+$258.1K)
Filed 2026-10-15
Fiduciary Financial Group, LLC
DECREASED
Shares383 from 388
Change-5 (-1%)
Value$257.2K (+$11.1K)
Filed 2026-10-13
Altfest L J & Co Inc
DECREASED
Shares381 from 3,422
Change-3,041 (-89%)
Value$256.1K (-$1.9M)
Filed 2026-10-27
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares381 from 150
Change+231 (+154%)
Value$256.0K (+$161.0K)
Filed 2026-11-02
Revolve Wealth Partners, LLC
INCREASED
Shares381 from 364
Change+17 (+5%)
Value$255.9K (+$25.0K)
Filed 2026-10-23
Clarus Group, Inc.
DECREASED
Shares381 from 383
Change-2 (-1%)
Value$255.9K (+$12.9K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
INCREASED
Shares381 from 380
Change+1 (+0%)
Value$255.9K (+$14.8K)
Filed 2026-10-19
Vigilare Wealth Management
DECREASED
Shares380 from 385
Change-5 (-1%)
Value$255.2K (+$10.8K)
Filed 2026-10-29
Saxony Capital Management, LLC
INCREASED
Shares378 from 320
Change+58 (+18%)
Value$253.9K (+$51.1K)
Filed 2026-10-15
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$253.2K (+$14.0K)
Filed 2026-10-29
Bison Wealth, LLC
INCREASED
Shares376 from 343
Change+33 (+10%)
Value$238.1K (+$20.0K)
Filed 2026-10-13
Ryan Investment Management, Inc.
NEW
Shares375
Change+375
Value$251.8K
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED
Shares373 from 360
Change+13 (+4%)
Value$250.5K (+$22.1K)
Filed 2026-10-19
CMG Global Holdings, LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$250.0K (+$13.9K)
Filed 2026-10-14
American State Bank (Iowa)
DECREASED
Shares369 from 384
Change-15 (-4%)
Value$247.8K (+$4.2K)
Filed 2026-11-03
Jacobsen Capital Management
INCREASED
Shares365 from 331
Change+34 (+10%)
Value$245.1K (+$35.2K)
Filed 2026-10-27
WP Advisors, LLC
DECREASED
Shares365 from 384
Change-19 (-5%)
Value$245.2K (+$1.5K)
Filed 2026-10-22
EdgeRock Capital LLC
NEW
Shares364
Change+364
Value$244.4K
Filed 2026-11-03
Commonwealth Financial Services, LLC
DECREASED
Shares364 from 418
Change-54 (-13%)
Value$244.4K (-$20.7K)
Filed 2026-10-20
Aries Wealth Management
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$244.4K (+$13.5K)
Filed 2026-10-23
Mitchell Sinkler & Starr
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$243.9K (+$13.5K)
Filed 2026-10-13
Wheelhouse Advisory Group LLC
INCREASED
Shares362 from 344
Change+18 (+5%)
Value$243.0K (+$25.0K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
DECREASED
Shares361 from 387
Change-26 (-7%)
Value$242.5K (-$3.0K)
Filed 2026-10-05
Stonebridge Financial Group, LLC
INCREASED
Shares361 from 349
Change+12 (+3%)
Value$242.4K (+$21.0K)
Filed 2026-10-01
Family Investment Center, Inc.
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$242.4K (+$13.4K)
Filed 2026-10-19
BankChampaign, National Association
NEW
Shares360
Change+360
Value$241.8K
Filed 2026-10-19
Finward Bancorp
DECREASED
Shares359 from 364
Change-5 (-1%)
Value$241.1K (+$10.2K)
Filed 2026-10-14
CWS Financial Advisors, LLC
INCREASED
Shares359 from 358
Change+1 (+0%)
Value$241.3K (+$14.1K)
Filed 2026-10-16
CogentBlue Wealth Advisors, LLC
DECREASED
Shares355 from 538
Change-183 (-34%)
Value$238.4K (-$102.9K)
Filed 2026-10-09
Altus Wealth Group LLC
DECREASED
Shares355 from 366
Change-11 (-3%)
Value$238.4K (+$6.2K)
Filed 2026-10-20
Fidato Wealth LLC
NEW
Shares354
Change+354
Value$237.7K
Filed 2026-10-13
Sage Rhino Capital LLC
DECREASED
Shares354 from 356
Change-2 (-1%)
Value$237.7K (+$11.9K)
Filed 2026-10-28
Greenup Street Wealth Management LLC
INCREASED
Shares353 from 326
Change+27 (+8%)
Value$237.0K (+$30.4K)
Filed 2026-10-28
Asset Allocation Strategies LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$236.9K (+$13.1K)
Filed 2026-10-20
Arrow Financial Corp
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$236.4K (+$13.1K)
Filed 2026-10-26
Quartz Partners, LLC
INCREASED
Shares351 from 335
Change+16 (+5%)
Value$235.8K (+$23.3K)
Filed 2026-11-03
Clarity Asset Management, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$235.0K (+$13.1K)
Filed 2026-10-14
Gradient Capital Advisors, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$235.0K (+$13.0K)
Filed 2026-10-21
Redwood Financial Network Corp
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$234.7K (+$13.0K)
Filed 2026-11-03
Tctc Holdings, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$235.0K (+$13.0K)
Filed 2026-11-02
Zullo Investment Group, Inc.
INCREASED
Shares349 from 348
Change+1 (+0%)
Value$234.4K (+$13.1K)
Filed 2026-10-20
Hummer Financial Advisory Services Inc
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$234.9K (+$13.0K)
Filed 2026-10-09
Cap Partners, LLC
INCREASED
Shares348 from 334
Change+14 (+4%)
Value$233.7K (+$21.8K)
Filed 2026-10-19
Birchwood Financial Partners, Inc.
INCREASED
Shares348 from 344
Change+4 (+1%)
Value$233.6K (+$15.5K)
Filed 2026-11-02
Garde Capital, Inc.
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$233.7K (+$13.0K)
Filed 2026-10-29
M. Kraus & Co
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$233.7K (+$13.0K)
Filed 2026-10-20
Financial Guidance Group, Inc.
INCREASED
Shares347 from 336
Change+11 (+3%)
Value$233.0K (+$19.9K)
Filed 2026-10-21
Freedom Financial Partners LLC
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$233.0K (+$12.9K)
Filed 2026-10-19
Legacy Financial Group, Inc.
INCREASED
Shares346 from 320
Change+26 (+8%)
Value$232.4K (+$29.4K)
Filed 2026-10-21
Smart Wealth LLC
INCREASED
Shares346 from 345
Change+1 (+0%)
Value$232.1K (+$13.1K)
Filed 2026-11-04
Trust Co
INCREASED
Shares344 from 253
Change+91 (+36%)
Value$231.0K (+$70.5K)
Filed 2026-10-09
Carrera Capital Advisors
INCREASED
Shares344 from 343
Change+1 (+0%)
Value$231.6K (+$13.2K)
Filed 2026-11-03
Fortitude Family Office, LLC
INCREASED
Shares342 from 219
Change+123 (+56%)
Value$229.7K (+$90.8K)
Filed 2026-10-14
Alpine Bank Wealth Management
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$229.7K (+$12.7K)
Filed 2026-10-16
Pittenger & Anderson Inc
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$229.0K (+$12.7K)
Filed 2026-11-02
Tobam
NEW
Shares340
Change+340
Value$228.0K
Filed 2026-11-03
Triton Wealth Management, Pllc
NEW
Shares340
Change+340
Value$228.6K
Filed 2026-11-04
Walker Asset Management, LLC
INCREASED
Shares340 from 339
Change+1 (+0%)
Value$228.1K (+$13.1K)
Filed 2026-10-13
First Premier Bank
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$228.0K (+$227.8K)
Filed 2026-10-13
Ellis Investment Partners, LLC
INCREASED
Shares338 from 335
Change+3 (+1%)
Value$227.6K (+$14.7K)
Filed 2026-10-21
Directional Asset Management
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$227.2K (+$13.1K)
Filed 2026-10-22
Kornitzer Capital Management Inc
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$227.0K (+$12.6K)
Filed 2026-11-03
Invenio Wealth Partners LLC
DECREASED
Shares337 from 363
Change-26 (-7%)
Value$226.3K (-$4.0K)
Filed 2026-10-20
KPP Advisory Services LLC
NEW
Shares336
Change+336
Value$225.8K
Filed 2026-10-26
Meredith Wealth Planning
DECREASED
Shares336 from 401
Change-65 (-16%)
Value$225.6K (-$28.6K)
Filed 2026-10-14
Oarsman Capital, Inc.
INCREASED
Shares336 from 335
Change+1 (+0%)
Value$225.4K (+$12.7K)
Filed 2026-11-05
Accordant Advisory Group Inc
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$225.6K (+$12.5K)
Filed 2026-10-29
Woodward Diversified Capital, LLC
DECREASED
Shares335 from 404
Change-69 (-17%)
Value$225.0K (-$31.3K)
Filed 2026-10-21
City Center Advisors, LLC
INCREASED
Shares335 from 323
Change+12 (+4%)
Value$225.0K (+$20.1K)
Filed 2026-10-08
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares335 from 325
Change+10 (+3%)
Value$225.2K (+$19.1K)
Filed 2026-10-14
Convergence Investment Partners, LLC
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$224.9K (+$12.5K)
Filed 2026-10-28
Unique Wealth, LLC
INCREASED
Shares334 from 332
Change+2 (+1%)
Value$224.1K (+$13.7K)
Filed 2026-10-16
Cascade Investment Group, Inc.
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$223.6K (+$12.4K)
Filed 2026-10-13
Plan Group Financial, LLC
NEW
Shares332
Change+332
Value$209.9K
Filed 2026-10-22
Mattern Capital Management, LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$223.0K (+$12.4K)
Filed 2026-11-02
Hoey Investments, Inc
INCREASED
Shares331 from 74
Change+257 (+347%)
Value$222.3K (+$175.3K)
Filed 2026-10-29
Single Point Partners, LLC
DECREASED
Shares331 from 336
Change-5 (-1%)
Value$221.9K (+$8.9K)
Filed 2026-10-19
FAI Advisors, Inc.
INCREASED
Shares331 from 326
Change+5 (+2%)
Value$222.3K (+$15.5K)
Filed 2026-10-27
Uncommon Cents Investing Inc
NEW
Shares330
Change+330
Value$221.6K
Filed 2026-10-20
Peterson Wealth Advisors, LLC
INCREASED
Shares330 from 328
Change+2 (+1%)
Value$221.3K (+$13.4K)
Filed 2026-10-08
4J Wealth Management LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$221.6K (+$12.3K)
Filed 2026-11-02
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$221.8K (+$12.4K)
Filed 2026-11-02
Capital City Trust Co
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$220.9K (+$12.2K)
Filed 2026-10-22
IFG Advisors, LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$220.9K (+$12.2K)
Filed 2026-10-15
Syverson Strege & Co
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$220.3K (+$12.2K)
Filed 2026-11-02
Beacon Capital Management, LLC
INCREASED
Shares327 from 326
Change+1 (+0%)
Value$219.4K (+$12.7K)
Filed 2026-10-23
Investors Asset Management of Georgia Inc
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$219.6K (+$12.2K)
Filed 2026-10-20
LEE Danner & Bass Inc
DECREASED
Shares326 from 353
Change-27 (-8%)
Value$218.9K (-$5.0K)
Filed 2026-10-27
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$219.2K (+$12.2K)
Filed 2026-10-28
Alpha Omega Wealth Management LLC
DECREASED
Shares325 from 333
Change-8 (-2%)
Value$218.3K (+$7.0K)
Filed 2026-10-23
TSG Advice Partners, LLC
NEW
Shares324
Change+324
Value$205.8K
Filed 2026-10-29
Midwest Financial Group LLC
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$216.9K (+$12.0K)
Filed 2026-10-15
Jamison Private Wealth Management, Inc.
INCREASED
Shares322 from 321
Change+1 (+0%)
Value$216.0K (+$12.2K)
Filed 2026-10-14
Leibman Financial Services, Inc.
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$216.2K (+$12.0K)
Filed 2026-10-13
Atlas Brown,Inc.
INCREASED
Shares319 from 318
Change+1 (+0%)
Value$214.2K (+$12.5K)
Filed 2026-10-09
Kennedy Investment Group, Inc.
NEW
Shares318
Change+318
Value$213.8K
Filed 2026-10-21
Fulcrum Equity Management
NEW
Shares317
Change+317
Value$212.9K
Filed 2026-10-21
True North Advisors, LLC
NEW
Shares317
Change+317
Value$213.4K
Filed 2026-10-22
TMB Capital Partners, LLC
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$212.9K (+$12.0K)
Filed 2026-10-20
Stockman Wealth Management, Inc.
DECREASED
Shares315 from 356
Change-41 (-12%)
Value$211.5K (-$14.3K)
Filed 2026-10-27
Compass Financial Management LLC
DECREASED
Shares315 from 317
Change-2 (-1%)
Value$211.8K (+$13.6K)
Filed 2026-10-30
Islay Capital Management, LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$211.5K (+$11.7K)
Filed 2026-10-20
TFC Financial Management, Inc.
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$211.5K (+$11.7K)
Filed 2026-10-26
Costello Asset Management, Inc
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$210.9K (+$11.7K)
Filed 2026-10-30
Manske Wealth Management
NEW
Shares313
Change+313
Value$210.2K
Filed 2026-10-26
Dudley Capital Management, LLC
NEW
Shares311
Change+311
Value$208.9K
Filed 2026-10-23
RMR Wealth Builders
DECREASED
Shares310 from 355
Change-45 (-13%)
Value$208.5K (-$16.5K)
Filed 2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
NEW
Shares308
Change+308
Value$206.8K
Filed 2026-11-03
ERn Financial, LLC
NEW
Shares308
Change+308
Value$207.0K
Filed 2026-10-28
Traveka Wealth, LLC
NEW
Shares308
Change+308
Value$207.1K
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares307 from 281
Change+26 (+9%)
Value$206.3K (+$27.9K)
Filed 2026-10-26
Burkett Financial Services, LLC
INCREASED
Shares307 from 306
Change+1 (+0%)
Value$206.4K (+$12.0K)
Filed 2026-10-01
Victory Financial Group, LLC
NEW
Shares306
Change+306
Value$205.5K
Filed 2026-10-27
Capstone Capital Management Ltd
NEW
Shares305
Change+305
Value$204.8K
Filed 2026-10-21
Howard Financial Services, Ltd.
NEW
Shares305
Change+305
Value$204.8K
Filed 2026-10-15
Greenfield Savings Bank
NEW
Shares303
Change+303
Value$203.5K
Filed 2026-10-07
RDA Financial Network
DECREASED
Shares303 from 653
Change-350 (-54%)
Value$203.5K (-$210.7K)
Filed 2026-10-15
Financial Management Professionals, Inc.
INCREASED
Shares303 from 302
Change+1 (+0%)
Value$204.0K (+$11.9K)
Filed 2026-10-23
Koesten, Hirschmann & Crabtree, Inc.
NEW
Shares302
Change+302
Value$202.8K
Filed 2026-10-13
Exchange Bank
DECREASED
Shares302 from 335
Change-33 (-10%)
Value$202.8K (-$9.7K)
Filed 2026-10-07
Owl Creek Wealth Partners LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$202.8K (+$11.2K)
Filed 2026-10-20
Symphony Financial, Ltd. Co.
NEW
Shares300
Change+300
Value$202.5K
Filed 2026-10-22
North Forty Two & Co.
NEW
Shares300
Change+300
Value$201.5K
Filed 2026-10-19
Pekin Hardy Strauss, Inc.
NEW
Shares300
Change+300
Value$201.5K
Filed 2026-11-02
Altiora Financial Group, LLC
NEW
Shares300
Change+300
Value$201.5K
Filed 2026-11-04
LJI Wealth Management, LLC
NEW
Shares300
Change+300
Value$201.5K
Filed 2026-10-28
Gridiron Partners, LLC
NEW
Shares300
Change+300
Value$201.5K
Filed 2026-10-08
E6 Portfolios, LLC
NEW
Shares300
Change+300
Value$201.5K
Filed 2026-10-26
Madrona Financial Services, LLC
NEW
Shares300
Change+300
Value$201.5K
Filed 2026-10-23
Focused Wealth Management, Inc
DECREASED
Shares300 from 327
Change-27 (-8%)
Value$201.6K (-$5.6K)
Filed 2026-10-30
Gemmer Asset Management LLC
DECREASED
Shares300 from 320
Change-20 (-6%)
Value$201.2K (-$1.5K)
Filed 2026-10-16
GoalVest Advisory LLC
DECREASED
Shares288 from 311
Change-23 (-7%)
Value$193.4K (-$3.9K)
Filed 2026-10-02
Financial Consulate, Inc
INCREASED
Shares285 from 263
Change+22 (+8%)
Value$191.4K (+$24.6K)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$190.7K (+$10.6K)
Filed 2026-10-19
Sfam, LLC
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$183.3K (+$10.2K)
Filed 2026-11-03
Albion Financial Group
INCREASED
Shares265 from 262
Change+3 (+1%)
Value$178.0K (+$11.8K)
Filed 2026-10-21
Nemes Rush Group LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$175.9K (+$9.8K)
Filed 2026-11-04
Compass Wealth Management LLC
NEW
Shares248
Change+248
Value$166.5K
Filed 2026-10-22
Nfsg Corp
DECREASED
Shares247 from 347
Change-100 (-29%)
Value$165.7K (-$54.4K)
Filed 2026-10-15
Key FInancial Inc
INCREASED
Shares245 from 240
Change+5 (+2%)
Value$164.5K (+$12.3K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$164.5K (+$9.1K)
Filed 2026-10-23
Axxion S.A.
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$163.9K (+$9.1K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$156.0K (+$8.0K)
Filed 2026-10-14
Redwood Park Advisors LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$149.9K (+$8.7K)
Filed 2026-11-02
Heritage Family Offices, LLP
NEW
Shares220
Change+220
Value$147.9K
Filed 2026-11-02
Wolverine Asset Management LLC
NEW
Shares220
Change+220
Value$147.7K
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares215 from 222
Change-7 (-3%)
Value$144.4K (+$3.6K)
Filed 2026-10-28
IFS Advisors, LLC
DECREASED
Shares214 from 286
Change-72 (-25%)
Value$143.9K (-$37.7K)
Filed 2026-10-14
Godsey & Gibb, Inc
INCREASED
Shares210 from 208
Change+2 (+1%)
Value$141.0K (+$9.1K)
Filed 2026-10-14
Avion Wealth
INCREASED
Shares207 from 200
Change+7 (+4%)
Value$138.0K (+$12.0K)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares204
Change+204
Value$136.7K
Filed 2026-10-30
Kennebec Savings Bank
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$136.3K (+$7.6K)
Filed 2026-10-22
Clark Wealth Partners
INCREASED
Shares200 from 195
Change+5 (+3%)
Value$134.6K (+$10.9K)
Filed 2026-10-19
Birchbrook, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$134.3K (+$7.4K)
Filed 2026-10-14
Mascoma Wealth Management LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$133.6K (+$7.4K)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$130.3K (+$8.5K)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares192 from 194
Change-2 (-1%)
Value$129.1K (+$6.1K)
Filed 2026-11-04
Align Financial, LLC
INCREASED
Shares189 from 187
Change+2 (+1%)
Value$126.9K (+$8.3K)
Filed 2026-10-16
Ashurst Perkins Coie Trust Co
INCREASED
Shares188 from 182
Change+6 (+3%)
Value$126.2K (+$10.8K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares186
Change+186
Value$124.7K
Filed 2026-10-09
Roxbury Financial LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$123.8K (+$6.9K)
Filed 2026-10-01
Pilgrim Partners Asia Pte Ltd
NEW
Shares180
Change+180
Value$120.9K
Filed 2026-10-29
Northstar Asset Management Co
DECREASED
Shares175 from 193
Change-18 (-9%)
Value$111.4K (-$9.8K)
Filed 2026-10-22
Highline Wealth Partners LLC
INCREASED
Shares172 from 129
Change+43 (+33%)
Value$115.4K (+$33.8K)
Filed 2026-10-19
Main Street Group, LTD
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$107.4K (+$6.0K)
Filed 2026-10-28
West Paces Advisors Inc.
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$106.8K (+$5.9K)
Filed 2026-10-13
RHL Group, LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$105.6K (+$6.1K)
Filed 2026-11-04
Alta Capital Management LLC/
NEW
Shares156
Change+156
Value$105.2K
Filed 2026-10-26
Fairscale Capital, LLC
INCREASED
Shares155 from 130
Change+25 (+19%)
Value$104.7K (+$22.2K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares153 from 129
Change+24 (+19%)
Value$102.7K (+$20.9K)
Filed 2026-10-20
Guardian Partners Inc.
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$102.1K (+$5.7K)
Filed 2026-10-21
Bullock Wealth Management Group
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$100.8K (+$6.2K)
Filed 2026-10-09
Canton Hathaway, LLC
NEW
Shares150
Change+150
Value$100.7K
Filed 2026-10-23
New England Capital Financial Advisors LLC
INCREASED
Shares149 from 148
Change+1 (+1%)
Value$99.8K (+$5.8K)
Filed 2026-11-03
Kings Path Partners LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$96.0K (+$5.3K)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
INCREASED
Shares142 from 141
Change+1 (+1%)
Value$95.3K (+$6.0K)
Filed 2026-11-04
Raleigh Capital Management Inc.
INCREASED
Shares137 from 8
Change+129 (+1613%)
Value$92.1K (+$86.9K)
Filed 2026-10-28
High Note Wealth, LLC
INCREASED
Shares136 from 111
Change+25 (+23%)
Value$91.3K (+$20.9K)
Filed 2026-10-27
Hager Investment Management Services, LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$90.0K (+$5.0K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$84.4K ($0)
Filed 2026-11-05
GGM Financial LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$88.5K (+$4.9K)
Filed 2026-11-05
Toth Financial Advisory Corp
INCREASED
Shares130 from 126
Change+4 (+3%)
Value$87.3K (+$7.4K)
Filed 2026-10-08
Birch Financial Group, LLC
NEW
Shares127
Change+127
Value$85.2K
Filed 2026-10-27
MB, Levis & Associates, LLC
DECREASED
Shares125 from 149
Change-24 (-16%)
Value$84.0K (-$10.6K)
Filed 2026-10-16
Entrust Financial LLC
DECREASED
Shares125 from 126
Change-1 (-1%)
Value$83.9K (+$4.0K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares124
Change+124
Value$83.3K
Filed 2026-10-19
Private Wealth Management Group, LLC
DECREASED
Shares124 from 125
Change-1 (-1%)
Value$83.3K (+$4.0K)
Filed 2026-10-19
Asset Planning,Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$80.6K (+$4.5K)
Filed 2026-10-26
Bell Investment Advisors, Inc
INCREASED
Shares119 from 118
Change+1 (+1%)
Value$79.9K (+$5.1K)
Filed 2026-10-29
DeDora Capital, Inc.
NEW
Shares116
Change+116
Value$78.1K
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares114 from 118
Change-4 (-3%)
Value$76.6K (+$2.0K)
Filed 2026-10-16
Nova Financial LLC
NEW
Shares107
Change+107
Value$71.9K
Filed 2026-11-04
Lodestone Wealth Management LLC
DECREASED
Shares106 from 107
Change-1 (-1%)
Value$71.4K (+$3.5K)
Filed 2026-10-14
Midwest Capital Advisors, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$71.2K (+$3.9K)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares105
Change+105
Value$70.5K
Filed 2026-10-05
Latitude Advisors, LLC
NEW
Shares104
Change+104
Value$69.8K
Filed 2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares103 from 111
Change-8 (-7%)
Value$69.2K (-$1.2K)
Filed 2026-11-06
Clayton Financial Group LLC
NEW
Shares100
Change+100
Value$67.2K
Filed 2026-10-13
Kimelman & Baird, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$67.2K (+$3.7K)
Filed 2026-11-03
Lynch Asset Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$67.2K (+$3.7K)
Filed 2026-10-28
NorthAvenue LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$67.2K (+$3.7K)
Filed 2026-10-29
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$67.2K (+$3.7K)
Filed 2026-10-30
Thompson Investment Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$67.2K (+$3.7K)
Filed 2026-10-14
Joseph Group Capital Management
INCREASED
Shares99 from 59
Change+40 (+68%)
Value$66.5K (+$29.1K)
Filed 2026-11-04
Citizens National Bank Trust Department
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$63.8K (+$3.5K)
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$63.1K (+$3.5K)
Filed 2026-10-21
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$60.4K (+$3.4K)
Filed 2026-11-03
High Point Wealth Management, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$59.0K (+$3.3K)
Filed 2026-11-05
Valued Wealth Advisors LLC
INCREASED
Shares86 from 79
Change+7 (+9%)
Value$57.7K (+$7.7K)
Filed 2026-11-05
Pacific Center for Financial Services
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$57.1K (+$3.2K)
Filed 2026-10-15
Hughes Financial Services, LLC
INCREASED
Shares84 from 71
Change+13 (+18%)
Value$55.4K (+$10.4K)
Filed 2026-10-30
Yankcom Partnership
INCREASED
Shares83 from 80
Change+3 (+4%)
Value$55.7K (+$5.0K)
Filed 2026-10-15
Barrett & Company, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$53.9K (+$3.0K)
Filed 2026-10-22
Center for Financial Planning, Inc.
INCREASED
Shares79 from 76
Change+3 (+4%)
Value$53.1K (+$4.8K)
Filed 2026-10-26
Miller Global Investments, LLC
NEW
Shares78
Change+78
Value$52.4K
Filed 2026-10-02
Livelsberger Financial Advisory
NEW
Shares77
Change+77
Value$51.4K
Filed 2026-10-28
Axiom Investment Management LLC
DECREASED
Shares75 from 83
Change-8 (-10%)
Value$50.4K (-$2.3K)
Filed 2026-11-03
James T. Borello RIA
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$49.0K (+$2.7K)
Filed 2026-10-16
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$49.0K (+$2.7K)
Filed 2026-10-01
Creative Capital Management Investments LLC
INCREASED
Shares67 from 63
Change+4 (+6%)
Value$45.0K (+$5.0K)
Filed 2026-10-28
Proathlete Wealth Management LLC
NEW
Shares66
Change+66
Value$44.3K
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares66 from 63
Change+3 (+5%)
Value$44.9K (+$4.5K)
Filed 2026-10-16
United Community Bank
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$43.7K (+$2.4K)
Filed 2026-10-28
Bfsg, LLC
INCREASED
Shares62 from 44
Change+18 (+41%)
Value$41.6K (+$13.7K)
Filed 2026-10-30
Strengthening Families & Communities, LLC
INCREASED
Shares62 from 61
Change+1 (+2%)
Value$41.4K (+$2.4K)
Filed 2026-10-21
Cornerstone National Bank & Trust Co
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$39.4K (+$2.3K)
Filed 2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$39.6K (+$2.2K)
Filed 2026-10-16
Horizon Financial Services, LLC
DECREASED
Shares58 from 71
Change-13 (-18%)
Value$39.0K (-$6.1K)
Filed 2026-11-04
Davis Capital Management
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$38.3K (+$2.1K)
Filed 2026-10-08
First Financial Corp
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$38.3K (+$2.1K)
Filed 2026-10-13
Key Capital Management, Inc
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$38.4K (+$2.1K)
Filed 2026-11-03
Markowski Investments
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$35.6K (+$2.0K)
Filed 2026-10-30
Balance Wealth Partners LLC
NEW
Shares52
Change+52
Value$35.0K
Filed 2026-10-27
Torren Management, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$35.0K (+$1.9K)
Filed 2026-10-29
Downshift Financial, LLC
INCREASED
Shares51 from 16
Change+35 (+219%)
Value$34.2K (+$24.1K)
Filed 2026-10-13
StrongBox Wealth, LLC
DECREASED
Shares50 from 100
Change-50 (-50%)
Value$33.6K (-$29.9K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
INCREASED
Shares50 from 44
Change+6 (+14%)
Value$33.6K (+$5.7K)
Filed 2026-10-07
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$33 (+$2)
Filed 2026-11-04
Curat Global, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$33.6K (+$1.9K)
Filed 2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$33.6K (+$1.9K)
Filed 2026-10-14
West Financial Advisors, LLC
INCREASED
Shares48 from 46
Change+2 (+4%)
Value$31.9K (+$2.5K)
Filed 2026-10-22
Morton Brown Family Wealth, LLC
INCREASED
Shares47 from 41
Change+6 (+15%)
Value$31.6K (+$5.6K)
Filed 2026-10-23
Bare Financial Services, Inc
INCREASED
Shares47 from 43
Change+4 (+9%)
Value$31.6K (+$4.3K)
Filed 2026-11-04
Fiduciary Advisors, Inc.
INCREASED
Shares47 from 46
Change+1 (+2%)
Value$31.3K (+$1.8K)
Filed 2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$29.0K (+$1.6K)
Filed 2026-10-28
Quaker Wealth Management, LLC
INCREASED
Shares42 from 7
Change+35 (+500%)
Value$28.2K (+$23.8K)
Filed 2026-10-22
Mosley Wealth Management
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$27.6K (+$761)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares40 from 37
Change+3 (+8%)
Value$27.0K (+$3.4K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
DECREASED
Shares39 from 40
Change-1 (-2%)
Value$26.2K (+$819)
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
INCREASED
Shares38 from 33
Change+5 (+15%)
Value$25.5K (+$4.6K)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$25.5K (+$1.4K)
Filed 2026-10-21
Affinity Wealth LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$23.9K (+$438)
Filed 2026-11-03
Fulcrum Asset Management LLP
NEW
Shares35
Change+35
Value$23.8K
Filed 2026-11-04
Clean Yield Group
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$22.2K (+$1.2K)
Filed 2026-10-28
Marquette Asset Management, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$21.5K (+$1.2K)
Filed 2026-10-09
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$21.5K (+$1.2K)
Filed 2026-10-14
Wolff Wiese Magana LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$21.5K (+$1.2K)
Filed 2026-10-15
DecisionPoint Financial, LLC
INCREASED
Shares31 from 25
Change+6 (+24%)
Value$20.7K (+$5.0K)
Filed 2026-10-27
Aspect Partners, LLC
INCREASED
Shares31 from 30
Change+1 (+3%)
Value$20.8K (+$1.8K)
Filed 2026-10-20
Centerpoint Advisors, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$21.0K (+$21.0K)
Filed 2026-11-05
Burk Holdings LLC
INCREASED
Shares29 from 18
Change+11 (+61%)
Value$19.5K (+$8.1K)
Filed 2026-11-05
IMG Wealth Management, Inc.
INCREASED
Shares29 from 20
Change+9 (+45%)
Value$19.5K (+$6.8K)
Filed 2026-10-27
WPG Advisers, LLC
INCREASED
Shares29 from 25
Change+4 (+16%)
Value$19.5K (+$3.6K)
Filed 2026-10-27
Syntax Research, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$18.1K (+$1.0K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares26
Change+26
Value$17.5K
Filed 2026-11-03
Adkins Seale Capital Management LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$17.5K (+$967)
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$17.5K (+$967)
Filed 2026-10-19
Contravisory Investment Management, Inc.
NEW
Shares25
Change+25
Value$16.8K
Filed 2026-10-13
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
NEW
Shares25
Change+25
Value$16.8K
Filed 2026-10-21
Planning Strategies Inc.
INCREASED
Shares23 from 22
Change+1 (+5%)
Value$15.4K (+$1.5K)
Filed 2026-10-02
KFG LLC
NEW
Shares22
Change+22
Value$14.8K
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares22 from 21
Change+1 (+5%)
Value$14.9K (+$1.5K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$14.8K (+$819)
Filed 2026-11-02
Rakuten Securities, Inc.
DECREASED
Shares20 from 34
Change-14 (-41%)
Value$13.4K (-$8.1K)
Filed 2026-11-02
J.Safra Asset Management Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$13.4K (+$744)
Filed 2026-11-03
Kentucky Trust Co
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$13.4K (+$744)
Filed 2026-10-15
Maseco LLP
INCREASED
Shares19 from 10
Change+9 (+90%)
Value$12.9K (+$6.4K)
Filed 2026-10-27
Bank & Trust Co
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$12.8K (+$707)
Filed 2026-10-07
Gilpin Wealth Management, LLC
INCREASED
Shares17 from 11
Change+6 (+55%)
Value$11.4K (+$4.4K)
Filed 2026-10-09
Reap Financial Group, LLC
DECREASED
Shares17 from 22
Change-5 (-23%)
Value$11.1K (-$2.5K)
Filed 2026-11-02
CrossGen Wealth, LLC
NEW
Shares16
Change+16
Value$10.7K
Filed 2026-10-30
Richardson Financial Services Inc.
DECREASED
Shares15 from 30
Change-15 (-50%)
Value$10.1K (-$9.0K)
Filed 2026-10-30
True Wealth Design, LLC
DECREASED
Shares15 from 16
Change-1 (-6%)
Value$10.1K (-$76)
Filed 2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$10.1K (+$558)
Filed 2026-10-22
American Capital Advisory, LLC
DECREASED
Shares13 from 21
Change-8 (-38%)
Value$8.7K (-$4.6K)
Filed 2026-10-28
Cedar Mountain Advisors, LLC
DECREASED
Shares12 from 32
Change-20 (-62%)
Value$8.3K (-$12.2K)
Filed 2026-10-15
Essential Partners LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$6.7K (+$373)
Filed 2026-10-14
Monetary Solutions, Ltd
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$6.7K (+$373)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
NEW
Shares8
Change+8
Value$5.4K
Filed 2026-10-29
Noble Wealth Management PBC
INCREASED
Shares8 from 7
Change+1 (+14%)
Value$5.4K (+$932)
Filed 2026-10-01
Three Bridge Wealth Advisors, LLC
NEW
Shares7
Change+7
Value$4.7K
Filed 2026-11-05
Retirement Wealth Solutions LLC
NEW
Shares6
Change+6
Value$4.0K
Filed 2026-10-07
Richardson Capital Management LLC
NEW
Shares6
Change+6
Value$4.0K
Filed 2026-10-23
PayPay Securities Corp
DECREASED
Shares6 from 7
Change-1 (-14%)
Value$4.0K (-$411)
Filed 2026-10-27
William Mack & Associates, Inc.
NEW
Shares5
Change+5
Value$3.4K
Filed 2026-10-27
Breakwater Investment Management
INCREASED
Shares5 from 1
Change+4 (+400%)
Value$3.4K (+$2.7K)
Filed 2026-10-20
Robbins Farley
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.4K (+$186)
Filed 2026-10-21
Decker Retirement Planning Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.8K (+$100)
Filed 2026-10-19
McCarley & Cook Financial Planners
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.0K (+$112)
Filed 2026-10-21
Elevated Capital Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.3K (+$74)
Filed 2026-11-04
Granite FO LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.3K (+$74)
Filed 2026-10-14
Montgomery Financial Services LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.3K (+$74)
Filed 2026-11-03
Navigoe, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Phillip James Consulting Co.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.3K (+$74)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1 from 5
Change-4 (-80%)
Value$632 (-$2.5K)
Filed 2026-10-13
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$672 (+$37)
Filed 2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$672 (+$37)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$20
Filed 2026-11-02
Steele Capital Management, Inc.
CLOSED
Shares0 from 10,006
Change-10,006 (-100%)
Value$0 (-$6.4M)
Filed 2026-11-02
Milestone Asset Management, LLC
CLOSED
Shares0 from 9,157
Change-9,157 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-15
Imc-Chicago, LLC
CLOSED
Shares0 from 6,760
Change-6,760 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-05
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 4,365
Change-4,365 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-03
Laurion Capital Management LP
CLOSED
Shares0 from 4,241
Change-4,241 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-30
WealthCare Asset Management, LLC
CLOSED
Shares0 from 2,022
Change-2,022 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-26
Waycross Partners, LLC
CLOSED
Shares0 from 1,379
Change-1,379 (-100%)
Value$0 (-$874.7K)
Filed 2026-11-03
Rockline Wealth Management, LLC
CLOSED
Shares0 from 1,359
Change-1,359 (-100%)
Value$0 (-$862.1K)
Filed 2026-10-26
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,264
Change-1,264 (-100%)
Value$0 (-$801.8K)
Filed 2026-10-23
Saxon Interests, Inc.
CLOSED
Shares0 from 1,177
Change-1,177 (-100%)
Value$0 (-$746.6K)
Filed 2026-10-26
Leonteq Securities AG
CLOSED
Shares0 from 1,063
Change-1,063 (-100%)
Value$0 (-$674.3K)
Filed 2026-10-29
Accuvest Global Advisors
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$355.0K)
Filed 2026-11-04
Orba Wealth Advisors, L.L.C.
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$320.3K)
Filed 2026-10-23
Johnson Financial Group, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$317.2K)
Filed 2026-11-03
Inscription Capital, LLC
CLOSED
Shares0 from 494
Change-494 (-100%)
Value$0 (-$313.7K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$312.7K)
Filed 2026-10-16
Wellington Shields & Co., LLC
CLOSED
Shares0 from 487
Change-487 (-100%)
Value$0 (-$308.9K)
Filed 2026-11-03
BancFirst Trust & Investment Management
CLOSED
Shares0 from 479
Change-479 (-100%)
Value$0 (-$300.2K)
Filed 2026-10-30
Upper Left Wealth Management, LLC
CLOSED
Shares0 from 467
Change-467 (-100%)
Value$0 (-$296.2K)
Filed 2026-10-14
Destiny Wealth Partners, LLC
CLOSED
Shares0 from 381
Change-381 (-100%)
Value$0 (-$225.8K)
Filed 2026-11-05
Foguth Wealth Management, Llc.
CLOSED
Shares0 from 368
Change-368 (-100%)
Value$0 (-$215.7K)
Filed 2026-10-19
Glass Wealth Management Co LLC
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-28
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 354
Change-354 (-100%)
Value$0 (-$224.6K)
Filed 2026-10-28
Grey Fox Wealth Advisors, LLC
CLOSED
Shares0 from 353
Change-353 (-100%)
Value$0 (-$224.5K)
Filed 2026-11-03
Howard Bailey Securities, LLC
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$218.8K)
Filed 2026-10-27
Lane Brothers & Co Inc
CLOSED
Shares0 from 342
Change-342 (-100%)
Value$0 (-$216.9K)
Filed 2026-11-02
Overbrook Management Corp
CLOSED
Shares0 from 329
Change-329 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-08
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 323
Change-323 (-100%)
Value$0 (-$204.9K)
Filed 2026-11-04
Forza Wealth Management, LLC
CLOSED
Shares0 from 323
Change-323 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-20
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 321
Change-321 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-16
Guardian Wealth Management, Inc.
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-30
Munich Reinsurance Co Stock Corp in Munich
CLOSED
Shares0 from 274
Change-274 (-100%)
Value$0 (-$173.8K)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 255
Change-255 (-100%)
Value$0 (-$161.8K)
Filed 2026-10-14
Stone House Investment Management, LLC
CLOSED
Shares0 from 239
Change-239 (-100%)
Value$0 (-$151.6K)
Filed 2026-10-23
Bayforest Capital Ltd
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$124.3K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$41.9K)
Filed 2026-10-16
Summit Securities Group LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$36.8K)
Filed 2026-11-05
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$30.4K)
Filed 2026-10-26
Solstein Capital, LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$30.4K)
Filed 2026-11-02
Bullseye Investment Management, LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$22.2K)
Filed 2026-10-15
SBK Financial, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$20.9K)
Filed 2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-29
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-21
Activest Wealth Management
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-15
Investors Research Corp
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-07
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-16
CKW Financial Group
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$1)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.1M (+$130.6K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 18,544,770
Change-18,544,770 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 16,575,154
Change-16,575,154 (-100%)
Value—
Capital World Investors
N/A
Shares— from 11,501,949
Change-11,501,949 (-100%)
Value—
State Street Corp
N/A
Shares— from 10,867,942
Change-10,867,942 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,211,993
Change-9,211,993 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 7,546,938
Change-7,546,938 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,488,674
Change-7,488,674 (-100%)
Value—
Capital International Investors
N/A
Shares— from 6,410,022
Change-6,410,022 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 5,713,643
Change-5,713,643 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,369,891
Change-4,369,891 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 3,820,147
Change-3,820,147 (-100%)
Value—
Gates Foundation Trust
N/A
Shares— from 3,557,378
Change-3,557,378 (-100%)
Value—
Norges Bank
N/A
Shares— from 3,406,402
Change-3,406,402 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 3,179,375
Change-3,179,375 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,088,628
Change-3,088,628 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 2,803,405
Change-2,803,405 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,656,493
Change-2,656,493 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,638,118
Change-2,638,118 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,883,293
Change-1,883,293 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,841,439
Change-1,841,439 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,801,164
Change-1,801,164 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,638,704
Change-1,638,704 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,509,398
Change-1,509,398 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,414,124
Change-1,414,124 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 1,367,369
Change-1,367,369 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,302,432
Change-1,302,432 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,244,808
Change-1,244,808 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,215,171
Change-1,215,171 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,113,338
Change-1,113,338 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,090,450
Change-1,090,450 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 966,539
Change-966,539 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 901,116
Change-901,116 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 891,273
Change-891,273 (-100%)
Value—
Amundi
N/A
Shares— from 834,490
Change-834,490 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 809,233
Change-809,233 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 703,361
Change-703,361 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 686,048
Change-686,048 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 685,640
Change-685,640 (-100%)
Value—
National Pension Service
N/A
Shares— from 634,248
Change-634,248 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 587,994
Change-587,994 (-100%)
Value—
Stockbridge Partners LLC
N/A
Shares— from 567,456
Change-567,456 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 541,428
Change-541,428 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 536,879
Change-536,879 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 522,480
Change-522,480 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 501,898
Change-501,898 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 485,077
Change-485,077 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 480,281
Change-480,281 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 478,365
Change-478,365 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 458,258
Change-458,258 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 445,797
Change-445,797 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 443,220
Change-443,220 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 441,309
Change-441,309 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 430,735
Change-430,735 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 428,051
Change-428,051 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 400,015
Change-400,015 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 393,025
Change-393,025 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 389,952
Change-389,952 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 369,817
Change-369,817 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 341,015
Change-341,015 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 320,538
Change-320,538 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 313,034
Change-313,034 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 287,708
Change-287,708 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 287,063
Change-287,063 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 286,066
Change-286,066 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 281,894
Change-281,894 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 272,848
Change-272,848 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 272,821
Change-272,821 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 261,130
Change-261,130 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 244,624
Change-244,624 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 236,312
Change-236,312 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 232,497
Change-232,497 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 230,553
Change-230,553 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 230,130
Change-230,130 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 227,336
Change-227,336 (-100%)
Value—
Aviva PLC
N/A
Shares— from 224,519
Change-224,519 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 222,924
Change-222,924 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 221,993
Change-221,993 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 219,618
Change-219,618 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 216,964
Change-216,964 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 212,986
Change-212,986 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 212,493
Change-212,493 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 210,278
Change-210,278 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 204,567
Change-204,567 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 201,889
Change-201,889 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 201,866
Change-201,866 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 200,267
Change-200,267 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 193,664
Change-193,664 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 191,015
Change-191,015 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 186,131
Change-186,131 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 177,374
Change-177,374 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 177,200
Change-177,200 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 174,848
Change-174,848 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 173,693
Change-173,693 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 171,249
Change-171,249 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 170,909
Change-170,909 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 169,446
Change-169,446 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 169,346
Change-169,346 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 165,706
Change-165,706 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 165,675
Change-165,675 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 165,116
Change-165,116 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 164,057
Change-164,057 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 163,452
Change-163,452 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 154,888
Change-154,888 (-100%)
Value—
Blair William & Co
N/A
Shares— from 152,753
Change-152,753 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 151,459
Change-151,459 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 150,798
Change-150,798 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 147,542
Change-147,542 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 143,367
Change-143,367 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 139,887
Change-139,887 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 137,790
Change-137,790 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 134,253
Change-134,253 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 132,571
Change-132,571 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 131,367
Change-131,367 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 129,832
Change-129,832 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 129,573
Change-129,573 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 126,799
Change-126,799 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 124,645
Change-124,645 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 124,334
Change-124,334 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 124,202
Change-124,202 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 123,737
Change-123,737 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 123,561
Change-123,561 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 119,508
Change-119,508 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 115,238
Change-115,238 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 114,640
Change-114,640 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 112,648
Change-112,648 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 110,627
Change-110,627 (-100%)
Value—
Commerce Bank
N/A
Shares— from 109,943
Change-109,943 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 109,746
Change-109,746 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 108,731
Change-108,731 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 108,589
Change-108,589 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 105,338
Change-105,338 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 105,101
Change-105,101 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 104,941
Change-104,941 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 101,541
Change-101,541 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 101,151
Change-101,151 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 99,965
Change-99,965 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 93,565
Change-93,565 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 93,025
Change-93,025 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 90,740
Change-90,740 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 90,733
Change-90,733 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 88,473
Change-88,473 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 87,733
Change-87,733 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 86,678
Change-86,678 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 86,655
Change-86,655 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 85,570
Change-85,570 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 83,042
Change-83,042 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 82,156
Change-82,156 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 81,317
Change-81,317 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 81,021
Change-81,021 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 80,666
Change-80,666 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 76,029
Change-76,029 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 75,914
Change-75,914 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 75,871
Change-75,871 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 74,993
Change-74,993 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 74,724
Change-74,724 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 74,256
Change-74,256 (-100%)
Value—
Triodos Investment Management BV
N/A
Shares— from 74,050
Change-74,050 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 73,030
Change-73,030 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 72,670
Change-72,670 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 72,548
Change-72,548 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 71,354
Change-71,354 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 70,144
Change-70,144 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 70,023
Change-70,023 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 68,895
Change-68,895 (-100%)
Value—
Minneapolis Portfolio Management Group, LLC
N/A
Shares— from 67,232
Change-67,232 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 66,830
Change-66,830 (-100%)
Value—
Capital International LTD
N/A
Shares— from 66,332
Change-66,332 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 63,370
Change-63,370 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 63,296
Change-63,296 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 60,985
Change-60,985 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 59,293
Change-59,293 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 57,401
Change-57,401 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 55,033
Change-55,033 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 54,365
Change-54,365 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 53,961
Change-53,961 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 52,809
Change-52,809 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 52,268
Change-52,268 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 52,191
Change-52,191 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 52,175
Change-52,175 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 52,100
Change-52,100 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 51,940
Change-51,940 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 51,750
Change-51,750 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 51,708
Change-51,708 (-100%)
Value—
Man Group plc
N/A
Shares— from 50,184
Change-50,184 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 49,796
Change-49,796 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 47,880
Change-47,880 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 47,525
Change-47,525 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 47,264
Change-47,264 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 47,170
Change-47,170 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 45,786
Change-45,786 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 45,420
Change-45,420 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 45,367
Change-45,367 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 45,178
Change-45,178 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 44,698
Change-44,698 (-100%)
Value—
Yaupon Capital Management LP
N/A
Shares— from 44,193
Change-44,193 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 43,962
Change-43,962 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,459
Change-43,459 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 43,264
Change-43,264 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 43,068
Change-43,068 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 41,791
Change-41,791 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 41,613
Change-41,613 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 40,744
Change-40,744 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 40,373
Change-40,373 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Dnca Finance
N/A
Shares— from 38,761
Change-38,761 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 38,371
Change-38,371 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 37,485
Change-37,485 (-100%)
Value—
&partners
N/A
Shares— from 37,245
Change-37,245 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 37,211
Change-37,211 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 37,010
Change-37,010 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 36,955
Change-36,955 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 36,440
Change-36,440 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 35,680
Change-35,680 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 35,614
Change-35,614 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 35,215
Change-35,215 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 34,881
Change-34,881 (-100%)
Value—
Prudential PLC
N/A
Shares— from 34,436
Change-34,436 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 34,291
Change-34,291 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 33,395
Change-33,395 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 32,395
Change-32,395 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 32,290
Change-32,290 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 31,695
Change-31,695 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 31,473
Change-31,473 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 31,262
Change-31,262 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 29,439
Change-29,439 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 29,294
Change-29,294 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 28,433
Change-28,433 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 28,332
Change-28,332 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 28,250
Change-28,250 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 28,065
Change-28,065 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 27,335
Change-27,335 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 27,156
Change-27,156 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 25,976
Change-25,976 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 25,685
Change-25,685 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 25,164
Change-25,164 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 25,038
Change-25,038 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24,725
Change-24,725 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 24,650
Change-24,650 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 24,318
Change-24,318 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 24,295
Change-24,295 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 24,059
Change-24,059 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 23,824
Change-23,824 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 23,381
Change-23,381 (-100%)
Value—
Allstate Corp
N/A
Shares— from 22,648
Change-22,648 (-100%)
Value—
Simmons Bank
N/A
Shares— from 22,538
Change-22,538 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 22,293
Change-22,293 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 22,247
Change-22,247 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 22,184
Change-22,184 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 21,996
Change-21,996 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 21,818
Change-21,818 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 21,798
Change-21,798 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 21,436
Change-21,436 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 21,323
Change-21,323 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 20,775
Change-20,775 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 20,724
Change-20,724 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 20,484
Change-20,484 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 20,315
Change-20,315 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 19,957
Change-19,957 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 19,949
Change-19,949 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 19,666
Change-19,666 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 19,590
Change-19,590 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 19,062
Change-19,062 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 18,945
Change-18,945 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 18,773
Change-18,773 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 18,700
Change-18,700 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,651
Change-18,651 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 18,385
Change-18,385 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 18,307
Change-18,307 (-100%)
Value—
Allianz SE
N/A
Shares— from 17,571
Change-17,571 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 17,463
Change-17,463 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 17,017
Change-17,017 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 16,693
Change-16,693 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 16,652
Change-16,652 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 16,089
Change-16,089 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 15,705
Change-15,705 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 15,614
Change-15,614 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 15,553
Change-15,553 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 15,509
Change-15,509 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 15,425
Change-15,425 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 15,414
Change-15,414 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 15,301
Change-15,301 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 15,258
Change-15,258 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 15,256
Change-15,256 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 15,010
Change-15,010 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 14,899
Change-14,899 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 14,886
Change-14,886 (-100%)
Value—
FIL Ltd
N/A
Shares— from 14,857
Change-14,857 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 14,709
Change-14,709 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 14,697
Change-14,697 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 14,620
Change-14,620 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 14,583
Change-14,583 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 14,430
Change-14,430 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 14,388
Change-14,388 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 14,318
Change-14,318 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 14,238
Change-14,238 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 14,224
Change-14,224 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 14,091
Change-14,091 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 14,075
Change-14,075 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 14,061
Change-14,061 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 13,825
Change-13,825 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,591
Change-13,591 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 13,520
Change-13,520 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 13,463
Change-13,463 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,078
Change-13,078 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 13,034
Change-13,034 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 13,023
Change-13,023 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 12,744
Change-12,744 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 12,630
Change-12,630 (-100%)
Value—
Dodge & COX
N/A
Shares— from 12,626
Change-12,626 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 12,623
Change-12,623 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 12,411
Change-12,411 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 12,370
Change-12,370 (-100%)
Value—
Hel Ved Capital Management Ltd
N/A
Shares— from 12,320
Change-12,320 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 12,153
Change-12,153 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 12,090
Change-12,090 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 11,980
Change-11,980 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 11,956
Change-11,956 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,797
Change-11,797 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 11,737
Change-11,737 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,694
Change-11,694 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 11,599
Change-11,599 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 11,585
Change-11,585 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,499
Change-11,499 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 11,456
Change-11,456 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 11,105
Change-11,105 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,799
Change-10,799 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 10,777
Change-10,777 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 10,738
Change-10,738 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 10,662
Change-10,662 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 10,645
Change-10,645 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,585
Change-10,585 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 10,521
Change-10,521 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 10,345
Change-10,345 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 10,203
Change-10,203 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 10,134
Change-10,134 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 10,066
Change-10,066 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,936
Change-9,936 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 9,832
Change-9,832 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 9,831
Change-9,831 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 9,756
Change-9,756 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 9,710
Change-9,710 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,693
Change-9,693 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 9,659
Change-9,659 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 9,622
Change-9,622 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 9,566
Change-9,566 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 9,410
Change-9,410 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 9,322
Change-9,322 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 9,311
Change-9,311 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 9,294
Change-9,294 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 9,279
Change-9,279 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 9,130
Change-9,130 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 9,026
Change-9,026 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,967
Change-8,967 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,966
Change-8,966 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8,919
Change-8,919 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 8,902
Change-8,902 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,855
Change-8,855 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 8,807
Change-8,807 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 8,763
Change-8,763 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 8,720
Change-8,720 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 8,646
Change-8,646 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 8,513
Change-8,513 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,413
Change-8,413 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,371
Change-8,371 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,290
Change-8,290 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 8,118
Change-8,118 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,118
Change-8,118 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 8,112
Change-8,112 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8,059
Change-8,059 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
SMA Capital LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 7,998
Change-7,998 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 7,985
Change-7,985 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,960
Change-7,960 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 7,958
Change-7,958 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 7,844
Change-7,844 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 7,749
Change-7,749 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 7,421
Change-7,421 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,409
Change-7,409 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 7,390
Change-7,390 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 7,338
Change-7,338 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 7,307
Change-7,307 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 7,139
Change-7,139 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 7,014
Change-7,014 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 7,005
Change-7,005 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,812
Change-6,812 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 6,805
Change-6,805 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,724
Change-6,724 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 6,724
Change-6,724 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,702
Change-6,702 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 6,637
Change-6,637 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 6,619
Change-6,619 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 6,540
Change-6,540 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 6,528
Change-6,528 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 6,451
Change-6,451 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 6,401
Change-6,401 (-100%)
Value—
American Trust
N/A
Shares— from 6,372
Change-6,372 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 6,216
Change-6,216 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,006
Change-6,006 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 5,977
Change-5,977 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 5,972
Change-5,972 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 5,968
Change-5,968 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 5,937
Change-5,937 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 5,532
Change-5,532 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 5,493
Change-5,493 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 5,448
Change-5,448 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,423
Change-5,423 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 5,389
Change-5,389 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,367
Change-5,367 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,234
Change-5,234 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,173
Change-5,173 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 5,146
Change-5,146 (-100%)
Value—
RV Capital AG
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 4,837
Change-4,837 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 4,716
Change-4,716 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 4,526
Change-4,526 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 4,501
Change-4,501 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 4,476
Change-4,476 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,333
Change-4,333 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,134
Change-4,134 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,963
Change-3,963 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
ING Groep NV
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Algebris (UK) LTD
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Motco
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
BNP Paribas
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Foresight Group Ltd Liability Partnership
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
CoreCommodity Management, LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
United Bank
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Bank of Marin
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Legacy Trust
N/A
Shares— from 989
Change-989 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Nwam LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 969
Change-969 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 953
Change-953 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 950
Change-950 (-100%)
Value—
Bank OZK
N/A
Shares— from 942
Change-942 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 940
Change-940 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
BCR Wealth Strategies, LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 934
Change-934 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 934
Change-934 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 902
Change-902 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 894
Change-894 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 890
Change-890 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 883
Change-883 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 880
Change-880 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
S&CO Inc
N/A
Shares— from 860
Change-860 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 833
Change-833 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 812
Change-812 (-100%)
Value—
Corient IA LP
N/A
Shares— from 810
Change-810 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 805
Change-805 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 801
Change-801 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 791
Change-791 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 789
Change-789 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 781
Change-781 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 781
Change-781 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 775
Change-775 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 767
Change-767 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 765
Change-765 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 762
Change-762 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 758
Change-758 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 744
Change-744 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 718
Change-718 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 712
Change-712 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 700
Change-700 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 699
Change-699 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 687
Change-687 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 687
Change-687 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 682
Change-682 (-100%)
Value—
AG Asset Advisory, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 672
Change-672 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 668
Change-668 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 661
Change-661 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 655
Change-655 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 654
Change-654 (-100%)
Value—
Ames National Corp
N/A
Shares— from 653
Change-653 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 642
Change-642 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 642
Change-642 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 638
Change-638 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 636
Change-636 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 634
Change-634 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 634
Change-634 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 628
Change-628 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 621
Change-621 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 612
Change-612 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 600
Change-600 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
United Bank
N/A
Shares— from 599
Change-599 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 589
Change-589 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 575
Change-575 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 565
Change-565 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 565
Change-565 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 563
Change-563 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 563
Change-563 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 557
Change-557 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 556
Change-556 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 547
Change-547 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 546
Change-546 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 529
Change-529 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 529
Change-529 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 525
Change-525 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 523
Change-523 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 522
Change-522 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 521
Change-521 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 516
Change-516 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 513
Change-513 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 511
Change-511 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 501
Change-501 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 500
Change-500 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 500
Change-500 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 491
Change-491 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 490
Change-490 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 489
Change-489 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 477
Change-477 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 462
Change-462 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 452
Change-452 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 440
Change-440 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 439
Change-439 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 424
Change-424 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 423
Change-423 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 422
Change-422 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 417
Change-417 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 417
Change-417 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 407
Change-407 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 406
Change-406 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 404
Change-404 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 404
Change-404 (-100%)
Value—
EWA, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Boston Partners
N/A
Shares— from 399
Change-399 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 399
Change-399 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 394
Change-394 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 391
Change-391 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Calydon Capital
N/A
Shares— from 389
Change-389 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 379
Change-379 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 370
Change-370 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 367
Change-367 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 359
Change-359 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Members Trust Co
N/A
Shares— from 353
Change-353 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 350
Change-350 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 347
Change-347 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 345
Change-345 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 343
Change-343 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 338
Change-338 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 336
Change-336 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 332
Change-332 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 327
Change-327 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 326
Change-326 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 325
Change-325 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 324
Change-324 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 317
Change-317 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 316
Change-316 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 310
Change-310 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 310
Change-310 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 273
Change-273 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 272
Change-272 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 260
Change-260 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 225
Change-225 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 216
Change-216 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 181
Change-181 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 176
Change-176 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 150
Change-150 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 145
Change-145 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 126
Change-126 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 122
Change-122 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 119
Change-119 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 107
Change-107 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 93
Change-93 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 87
Change-87 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 72
Change-72 (-100%)
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Sachetta, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 71
Change-71 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 67
Change-67 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 59
Change-59 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 48
Change-48 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Centennial Bank
N/A
Shares— from 24
Change-24 (-100%)
Value—
Ossiam
N/A
Shares— from 23
Change-23 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 10
Change-10 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
S&T Bank
N/A
Shares— from 4
Change-4 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 3
Change-3 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Quarry LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Bank of New York Mellon Corp
INCREASED2,272,9261,985,211+287,715+14%$1.3B$1.5B+$267.1M2026-11-05
Dimensional Fund Advisors LP
DECREASED1,940,7471,967,598-26,851-1%$1.2B$1.3B+$55.5M2026-11-04
Parnassus Investments, LLC
DECREASED1,476,2621,640,128-163,866-10%$1.0B$991.4M-$49.0M2026-10-22
Rothschild & Co Wealth Management UK Ltd
DECREASED990,0421,163,497-173,455-15%$738.0M$664.9M-$73.2M2026-10-20
Markel Group Inc.
DECREASED861,150877,900-16,750-2%$556.9M$578.3M+$21.4M2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED640,007603,961+36,046+6%$383.1M$429.8M+$46.7M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED609,079702,626-93,547-13%$445.7M$409.0M-$36.7M2026-10-29
Principal Financial Group Inc
DECREASED507,114545,439-38,325-7%$346.0M$340.6M-$5.4M2026-11-02
Barclays PLC
DECREASED331,704509,463-177,759-35%$323.2M$222.8M-$100.4M2026-11-06
Pictet Asset Management Holding SA
INCREASED324,550318,780+5,770+2%$202.2M$218.0M+$15.7M2026-11-03
DekaBank Deutsche Girozentrale
INCREASED317,416175,338+142,078+81%$97.5K$216.0K+$118.5K2026-10-27
Citigroup Inc
DECREASED293,882308,683-14,801-5%$195.8M$197.4M+$1.5M2026-11-04
Fort Washington Investment Advisors Inc
DECREASED280,508290,906-10,398-4%$184.5M$188.4M+$3.8M2026-10-15
Fifth Third Bancorp
DECREASED260,938262,117-1,1790%$166.3M$175.2M+$9.0M2026-11-05
Canoe Financial LP
INCREASED240,105239,931+174+0%$152.2M$160.2M+$8.0M2026-10-21
PNC Financial Services Group, Inc.
DECREASED232,823234,031-1,208-1%$148.5M$156.4M+$7.9M2026-11-06
Eurizon Capital SGR S.p.A.
INCREASED231,004146,965+84,039+57%$93.1M$155.8M+$62.7M2026-11-06
US Bancorp \de\
DECREASED227,054230,213-3,159-1%$146.0M$152.5M+$6.4M2026-11-05
New York State Teachers Retirement System
DECREASED174,915182,165-7,250-4%$115.6M$117.5M+$1.9M2026-10-22
Truist Financial Corp
DECREASED172,405178,168-5,763-3%$113.0M$115.8M+$2.8M2026-10-30
Swedbank AB
DECREASED169,078170,563-1,485-1%$108.2M$113.5M+$5.4M2026-10-27
Temasek Holdings (Private) Ltd
INCREASED165,819136,546+29,273+21%$86.6M$111.4M+$24.7M2026-10-28
Vaughan David Investments LLC
DECREASED149,918150,897-979-1%$95.7M$100.7M+$5.0M2026-11-05
Commonwealth Equity Services, LLC
DECREASED139,989144,594-4,605-3%$91.7M$94.0M+$2.3M2026-11-02
Boston Trust Walden Corp
DECREASED133,875148,568-14,693-10%$94.2M$89.9M-$4.3M2026-10-30
Sarasin & Partners LLP
DECREASED127,718136,213-8,495-6%$86.4M$85.8M-$635.0K2026-10-13
PFA Pension, Forsikringsaktieselskab
DECREASED126,036147,882-21,846-15%$93.8M$84.6M-$9.2M2026-11-06
Asset Management One Co., Ltd.
INCREASED121,999119,602+2,397+2%$75.9M$81.9M+$6.1M2026-10-27
ABN Amro Investment Solutions
DECREASED119,033122,533-3,500-3%$77.7M$79.9M+$2.2M2026-10-21
Creative Planning
INCREASED112,124105,275+6,849+7%$66.8M$75.3M+$8.5M2026-11-02
UniSuper Management Pty Ltd
INCREASED109,134105,574+3,560+3%$67.0M$73.3M+$6.3M2026-10-26
Kestra Advisory Services, LLC
INCREASED108,005107,515+490+0%$68.2M$72.5M+$4.3M2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED107,12367,276+39,847+59%$42.2M$71.5M+$29.3M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED106,628100,754+5,874+6%$35.9M$44.0M+$8.1M2026-10-13
Border to Coast Pensions Partnership Ltd
DECREASED106,175112,821-6,646-6%$71.5M$71.2M-$311.0K2026-10-09
Nisa Investment Advisors, LLC
INCREASED101,787101,538+249+0%$64.6M$68.5M+$3.9M2026-10-20
Spectrum Financial Alliance Ltd LLC
INCREASED97,12691,213+5,913+6%$57.9M$65.2M+$7.4M2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED89,42282,340+7,082+9%$52.2M$60.1M+$7.8M2026-11-03
Nippon Life Global Investors Americas, Inc.
INCREASED87,6302,910+84,720+2911%$1.9M$59.0M+$57.1M2026-10-29
Corda Investment Management, Llc.
DECREASED86,32488,481-2,157-2%$56.1M$58.0M+$1.8M2026-10-22
Factory Mutual Insurance Co
DECREASED82,96083,110-1500%$52.7M$55.7M+$3.0M2026-10-30
Banque Pictet & CIE SA
INCREASED78,87977,979+900+1%$49.5M$53.0M+$3.5M2026-10-16
State of New Jersey Common Pension Fund D
UNCHANGED78,40078,40000%$49.7M$52.6M+$2.9M2026-11-05
Swiss Life Asset Management Ltd
INCREASED77,89554,336+23,559+43%$34.5M$52.3M+$17.8M2026-11-03
Candriam S.C.A.
INCREASED76,40161,234+15,167+25%$38.8M$51.5M+$12.7M2026-11-03
Nykredit A/S
INCREASED74,04169,961+4,080+6%$44.4M$49.7M+$5.3M2026-11-06
D.A. Davidson & Co.
INCREASED73,89673,627+269+0%$46.7M$49.6M+$2.9M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED72,56574,824-2,259-3%$47.5M$48.7M+$1.3M2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED72,24070,840+1,400+2%$44.9M$48.5M+$3.6M2026-10-08
Czech National Bank
INCREASED72,13071,501+629+1%$45.4M$48.4M+$3.1M2026-10-13
KBC Group NV
DECREASED67,991117,219-49,228-42%$74.4M$45.7M-$28.7M2026-10-22
Arizona State Retirement System
INCREASED67,72067,454+266+0%$42.8M$45.5M+$2.7M2026-11-03
Sterling Capital Management LLC
DECREASED66,03676,454-10,418-14%$48.5M$44.3M-$4.2M2026-10-22
Strs Ohio
DECREASED63,71768,291-4,574-7%$43.3M$42.8M-$529.9K2026-10-30
Gateway Investment Advisers LLC
DECREASED63,06071,614-8,554-12%$45.4M$42.3M-$3.1M2026-10-13
State of Michigan Retirement System
DECREASED63,05764,357-1,300-2%$40.8M$42.3M+$1.5M2026-10-27
Lido Advisors, LLC
INCREASED62,83759,862+2,975+5%$38.1M$42.2M+$4.1M2026-11-04
CIBC Asset Management Inc
INCREASED61,14361,011+132+0%$38.7M$41.1M+$2.4M2026-11-05
Annex Advisory Services, LLC
INCREASED59,10958,219+890+2%$36.9M$39.7M+$2.8M2026-10-16
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED57,37358,796-1,423-2%$37.3M$38.5M+$1.2M2026-10-15
IFM Investors Pty Ltd
INCREASED56,97555,615+1,360+2%$35.3M$38.3M+$3.0M2026-10-14
Washington Trust Advisors, Inc.
DECREASED56,71559,530-2,815-5%$37.8M$38.1M+$325.3K2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED55,46455,483-190%$35.2M$37.2M+$2.1M2026-11-03
SEB Asset Management AB
INCREASED55,32155,232+89+0%$35.0M$37.2M+$2.1M2026-11-04
Absher Wealth Management, LLC
DECREASED54,47956,837-2,358-4%$36.1M$36.6M+$532.0K2026-11-02
Daiwa Securities Group Inc.
INCREASED54,39249,642+4,750+10%$31.5M$36.5M+$5.0M2026-10-29
Retirement Systems of Alabama
DECREASED52,64552,770-1250%$33.5M$35.4M+$1.9M2026-11-04
Obermeyer Wealth Partners
DECREASED52,36852,482-1140%$33.3M$35.2M+$1.9M2026-10-21
Keybank National Association
DECREASED51,43853,320-1,882-4%$33.8M$34.5M+$720.7K2026-11-04
Calamos Advisors LLC
INCREASED50,53049,528+1,002+2%$31.4M$33.9M+$2.5M2026-11-02
Xponance LLC
INCREASED50,21946,342+3,877+8%$29.4M$33.7M+$4.3M2026-11-03
Neos Investment Management LLC
INCREASED46,70441,169+5,535+13%$26.1M$31.4M+$5.2M2026-11-04
J. Safra Sarasin Holding AG
INCREASED46,60245,363+1,239+3%$24.9M$27.0M+$2.1M2026-10-26
Weybosset Research & Management LLC
DECREASED45,05746,041-984-2%$29.2M$30.3M+$1.1M2026-10-19
Rakuten Investment Management, Inc.
INCREASED44,53240,620+3,912+10%$25.5M$30.3M+$4.9M2026-10-30
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED44,23341,198+3,035+7%$26.1M$29.7M+$3.6M2026-11-06
AIA Group Ltd
DECREASED43,90446,026-2,122-5%$29.2M$29.5M+$288.1K2026-10-30
Amalgamated Bank
DECREASED42,01043,251-1,241-3%$27.4M$28.2M+$777.0K2026-10-23
Midwest Trust Co
DECREASED40,17140,720-549-1%$25.8M$27.0M+$1.1M2026-10-22
AGF Management LTD
DECREASED39,93440,649-715-2%$25.8M$26.8M+$1.0M2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED39,6067,615+31,991+420%$4.6M$25.2M+$20.5M2026-10-29
Assetmark, Inc
DECREASED39,38040,919-1,539-4%$26.0M$26.4M+$489.4K2026-10-21
NorthCrest Asset Manangement, LLC
DECREASED39,12939,141-120%$23.2M$25.5M+$2.3M2026-10-13
ProShare Advisors LLC
INCREASED39,11638,682+434+1%$24.5M$26.3M+$1.7M2026-10-29
Glenview Trust Co
DECREASED38,92739,497-570-1%$25.1M$26.1M+$1.1M2026-10-28
MacKenzie Financial Corp
INCREASED38,90436,360+2,544+7%$23.1M$26.1M+$3.1M2026-11-02
Exchange Traded Concepts, LLC
DECREASED37,84946,784-8,935-19%$29.7M$25.4M-$4.3M2026-10-28
OP Asset Management Ltd
INCREASED37,52427,608+9,916+36%$17.5M$25.2M+$7.7M2026-11-05
Northeast Investment Management
DECREASED37,13537,202-670%$23.6M$24.9M+$1.3M2026-10-30
Granite Investment Partners, LLC
DECREASED36,48337,000-517-1%$23.5M$24.5M+$1.0M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED36,34435,955+389+1%$22.8M$24.4M+$1.6M2026-10-20
New York Life Investment Management LLC
DECREASED34,98340,775-5,792-14%$25.9M$23.5M-$2.4M2026-11-04
TD Waterhouse Canada Inc.
DECREASED34,59393,591-58,998-63%$58.8M$23.1M-$35.8M2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED34,06734,847-780-2%$22.1M$22.9M+$773.2K2026-10-19
Palisade Asset Management, LLC
DECREASED33,87236,633-2,761-8%$23.2M$22.7M-$490.7K2026-11-03
Raiffeisen Bank International AG
INCREASED33,55622,572+10,984+49%$14.1M$22.8M+$8.7M2026-10-28
Cohen Capital Management, Inc.
UNCHANGED33,39433,39400%$21.2M$22.4M+$1.2M2026-10-14
Cutler Investment Counsel LLC
DECREASED31,77032,312-542-2%$20.5M$21.4M+$837.2K2026-10-28
Oregon Public Employees Retirement Fund
DECREASED30,86230,899-370%$19.6M$20.7M+$1.1M2026-10-30
Eldred Rock Partners, LLC
INCREASED30,85430,586+268+1%$19.4M$20.7M+$1.3M2026-10-13
Jacobs & Co
DECREASED30,38831,161-773-2%$19.8K$20.4M+$20.4M2026-10-09
Allied Investment Advisors, LLC
DECREASED30,05730,107-500%$19.1M$20.2M+$1.1M2026-10-13
Harbour Trust & Investment Management Co
DECREASED30,04130,360-319-1%$19.3M$20.2M+$915.8K2026-10-28
LBP AM SA
DECREASED29,47832,984-3,506-11%$20.9M$19.8M-$1.1M2026-11-06
Avanza Fonder AB
INCREASED29,10926,300+2,809+11%$16.7M$19.5M+$2.9M2026-10-13
NBT Bank, N.A.
DECREASED29,03030,162-1,132-4%$19.1M$19.5M+$362.6K2026-10-21
TLW Wealth Management, LLC
INCREASED28,77528,620+155+1%$18.2M$19.3M+$1.2M2026-10-27
Welch Group, LLC
INCREASED28,77128,119+652+2%$17.8M$19.3M+$1.5M2026-10-29
TrinityBridge Ltd
DECREASED28,31630,328-2,012-7%$19.2M$19.0M-$217.0K2026-10-30
Cardinal Capital Management
INCREASED28,18627,589+597+2%$17.5M$19.0M+$1.4M2026-10-21
Crown Oak Advisors, LLC
INCREASED28,05828,048+10+0%$17.8M$18.8M+$1.1M2026-10-16
J.P. Marvel Investment Advisors, LLC
INCREASED27,99227,764+228+1%$17.6M$18.8M+$1.2M2026-11-02
Vontobel Holding Ltd.
DECREASED27,74731,632-3,885-12%$20.1M$18.6M-$1.4M2026-10-16
Sapient Capital LLC
INCREASED27,32027,173+147+1%$17.3M$18.4M+$1.1M2026-10-08
Yousif Capital Management, LLC
DECREASED27,14227,155-130%$17.2M$18.2M+$1.0M2026-10-22
Mengis Capital Management, Inc.
DECREASED26,98427,124-140-1%$17.2M$18.1M+$915.5K2026-10-13
Compagnie Lombard Odier SCmA
UNCHANGED26,94826,94800%$17.1M$18.1M+$1.0M2026-11-04
Integrity Alliance, Llc.
INCREASED26,91120,681+6,230+30%$13.1M$18.1M+$5.0M2026-10-29
ASR Vermogensbeheer N.V.
INCREASED26,55519,430+7,125+37%$12.3M$17.8M+$5.5M2026-10-16
Edgemoor Investment Advisors, Inc.
INCREASED26,41626,406+10+0%$16.8M$17.7M+$989.6K2026-11-03
Wallington Asset Management, LLC
INCREASED26,08426,069+15+0%$16.5M$17.5M+$980.4K2026-11-04
Avantax Planning Partners, Inc.
INCREASED26,01725,402+615+2%$16.1M$17.5M+$1.4M2026-11-03
Mutual of America Capital Management LLC
DECREASED25,64525,853-208-1%$16.4M$17.2M+$822.6K2026-10-23
Montgomery Investment Management Inc
DECREASED25,06025,240-180-1%$16.0M$16.8M+$818.6K2026-10-26
Davenport & Co LLC
DECREASED24,72526,944-2,219-8%$17.1M$16.6M-$487.6K2026-10-14
Koshinski Asset Management, Inc.
DECREASED24,67924,960-281-1%$15.8M$16.6M+$740.4K2026-10-29
Calamos Wealth Management LLC
DECREASED24,60425,025-421-2%$15.9M$16.5M+$648.8K2026-11-02
Regions Financial Corp
DECREASED24,60325,305-702-3%$16.1M$16.5M+$470.4K2026-11-05
Culbertson A N & Co Inc
DECREASED24,57924,668-890%$15.6M$16.5M+$858.4K2026-10-21
Savant Capital, LLC
INCREASED24,23818,975+5,263+28%$12.0M$16.3M+$4.3M2026-11-06
Hamilton Point Investment Advisors, LLC
DECREASED24,03924,215-176-1%$15.4M$16.2M+$782.6K2026-11-03
Archon Partners LLC
INCREASED24,00023,000+1,000+4%$14.6M$16.1M+$1.5M2026-10-26
State of Alaska, Department of Revenue
DECREASED23,78424,613-829-3%$15.6M$16.0M+$360.0K2026-10-15
CWA Asset Management Group, LLC
INCREASED23,76723,679+88+0%$15.0M$16.0M+$940.1K2026-10-19
Stackstone Wealth, LLC
NEW23,747—+23,747——$15.9M—2026-10-19
Ethic Inc.
DECREASED23,02133,381-10,360-31%$21.2M$15.5M-$5.7M2026-11-03
Firetrail Investments PTY LTD
DECREASED22,90223,102-200-1%$14.6M$15.4M+$876.3K2026-11-05
Thrivent Financial for Lutherans
INCREASED22,71722,354+363+2%$14.2M$15.2M+$1.1M2026-11-05
Camden National Bank
DECREASED22,67923,063-384-2%$14.6M$15.2M+$600.5K2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED22,40520,218+2,187+11%$12.8M$15.0M+$2.2M2026-10-22
Levin Capital Strategies, L.P.
DECREASED22,21222,395-183-1%$14.2M$14.9M+$710.7K2026-11-02
Washington Trust Bank
DECREASED22,11922,792-673-3%$14.5M$14.9M+$396.4K2026-11-03
Trust Co of Toledo NA
DECREASED22,07122,291-220-1%$14.1M$14.8M+$681.9K2026-10-16
Generali Asset Management SPA SGR
INCREASED21,76221,177+585+3%$13.4M$14.6M+$1.2M2026-10-26
Carnegie Investment Counsel
DECREASED21,51021,702-192-1%$13.8M$14.4M+$679.2K2026-10-20
Old National Bancorp
DECREASED21,42121,713-292-1%$13.8M$14.4M+$612.1K2026-10-20
Eliot Finkel Investment Counsel, LLC
DECREASED21,29521,440-145-1%$13.6M$14.3M+$700.6K2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED21,07020,744+326+2%$13.2M$14.2M+$991.0K2026-10-22
Lyell Wealth Management, LP
INCREASED20,99720,668+329+2%$13.1M$14.1M+$990.3K2026-10-30
Cullen Investment Group, Ltd.
DECREASED20,93421,302-368-2%$13.5M$13.2M-$269.0K2026-10-13
Nixon Peabody Trust Co
DECREASED20,91720,997-800%$13.3M$14.0M+$727.8K2026-10-23
B. Metzler seel. Sohn & Co. AG
INCREASED20,61118,438+2,173+12%$11.7M$13.8M+$2.1M2026-10-30
WoodTrust Financial Corp
INCREASED20,60814,986+5,622+38%$9.5M$13.8M+$4.3M2026-10-09
Cullinan Associates Inc
INCREASED20,47819,576+902+5%$12.4M$13.8M+$1.3M2026-11-03
Concurrent Investment Advisors, LLC
INCREASED20,26519,411+854+4%$12.3M$13.6M+$1.3M2026-10-16
Oppenheimer & Co Inc
INCREASED20,21015,852+4,358+27%$10.1M$13.6M+$3.5M2026-10-26
American Assets Investment Management, LLC
UNCHANGED20,00020,00000%$12.7M$13.4M+$744.4K2026-10-30
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED20,00020,00000%$12.7M$13.4M+$744.4K2026-10-28
Teamwork Financial Advisors, LLC
DECREASED19,84921,459-1,610-7%$13.6M$13.3M-$282.3K2026-10-19
Park National Corp
DECREASED19,83221,442-1,610-8%$13.6M$13.3M-$283.1K2026-10-05
King Luther Capital Management Corp
DECREASED19,67120,964-1,293-6%$13.3M$13.2M-$88.0K2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED19,53119,53100%$12.4M$13.1M+$727.0K2026-10-20
Trust Co of Vermont
INCREASED18,89218,240+652+4%$11.6M$12.7M+$1.1M2026-10-21
Mission Wealth Management, LP
DECREASED18,80720,652-1,845-9%$13.1M$12.6M-$470.4K2026-10-15
Traynor Capital Management, Inc.
INCREASED18,74217,983+759+4%$11.4M$12.6M+$1.2M2026-10-29
Achmea Investment Management B.V.
NEW18,637—+18,637——$12.5M—2026-10-30
Dynamic Financial Group
INCREASED18,42618,389+37+0%$11.7M$12.4M+$708.9K2026-10-28
Spring Capital Management, LLC
INCREASED18,27017,979+291+2%$11.4M$12.3M+$864.6K2026-10-09
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED18,07518,906-831-4%$12.0M$12.1M+$145.6K2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED17,74717,777-300%$11.3M$11.9M+$641.5K2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED17,73113,754+3,977+29%$8.7M$11.9M+$3.2M2026-10-20
Farther Finance Advisors, LLC
INCREASED17,64613,429+4,217+31%$8.5M$11.9M+$3.3M2026-10-08
Willis Investment Counsel
DECREASED17,30034,200-16,900-49%$21.7M$11.6M-$10.1M2026-10-20
Perryman Financial Advisory Inc
DECREASED17,13217,158-260%$10.9M$11.5M+$621.5K2026-10-16
City Holding Co
DECREASED17,02217,041-190%$10.8M$11.4M+$621.4K2026-10-19
Choreo, LLC
DECREASED16,89818,094-1,196-7%$10.8M$11.3M+$524.3K2026-10-28
Rossmore Private Capital
UNCHANGED16,79816,79800%$10.7M$11.3M+$625.2K2026-10-27
Confluence Wealth Services, Inc.
INCREASED16,73611,104+5,632+51%$7.0M$11.2M+$4.2M2026-11-05
Atria Investments, Inc
INCREASED16,60115,556+1,045+7%$9.9M$11.1M+$1.3M2026-10-15
Perigon Wealth Management, LLC
DECREASED16,46519,232-2,767-14%$12.2M$11.1M-$1.1M2026-10-22
Kestra Private Wealth Services, LLC
INCREASED16,42815,957+471+3%$10.1M$11.0M+$910.2K2026-10-30
Williams Jones Wealth Management, Llc.
INCREASED16,29016,091+199+1%$10.2M$10.9M+$732.5K2026-11-05
Clearstead Advisors, LLC
INCREASED15,98814,495+1,493+10%$9.2M$10.7M+$1.5M2026-11-06
Sycomore Asset Management
UNCHANGED15,83515,83500%$8.4K$8.4K$02026-10-26
Prospera Financial Services Inc
INCREASED15,75214,950+802+5%$9.5M$10.6M+$1.2M2026-11-04
HB Wealth Management, LLC
INCREASED15,49714,234+1,263+9%$9.0M$10.4M+$1.4M2026-10-23
Burney Co/
DECREASED15,41915,562-143-1%$9.9M$10.4M+$483.2K2026-10-15
Weatherly Asset Management L. P.
INCREASED15,35415,149+205+1%$9.6M$10.3M+$701.8K2026-10-20
First National Bank of Mount Dora, Trust Investment Services
INCREASED15,28715,179+108+1%$9.6M$10.3M+$637.5K2026-10-21
Capital Investment Counsel, LLC
DECREASED15,26015,485-225-1%$9.8M$10.2M+$425.3K2026-10-14
E. Ohman J:or Asset Management AB
DECREASED15,23718,290-3,053-17%$11.6M$10.2M-$1.4M2026-10-22
Maryland State Retirement & Pension System
INCREASED15,20413,221+1,983+15%$8.4M$10.2M+$1.8M2026-11-05
Gouws Capital LLC
INCREASED14,89514,782+113+1%$9.4M$10.0M+$626.1K2026-10-09
Merit Financial Group, LLC
INCREASED14,81513,394+1,421+11%$8.5M$9.9M+$1.5M2026-11-06
Investment House LLC
DECREASED14,68816,152-1,464-9%$10.2M$9.9M-$382.0K2026-10-21
Crossmark Global Holdings, Inc.
INCREASED14,68714,613+74+1%$9.3M$9.9M+$593.6K2026-10-21
Allen Capital Group, LLC
DECREASED14,40614,605-199-1%$9.3M$9.7M+$410.0K2026-10-27
Addenda Capital Inc.
UNCHANGED14,30014,30000%$9.1M$9.6M+$532.2K2026-10-13
Burns J W & Co Inc
INCREASED13,92313,813+110+1%$8.8M$9.4M+$588.2K2026-10-20
First Community Trust NA
DECREASED13,92014,295-375-3%$9.1M$9.3M+$280.2K2026-10-07
Simplicity Wealth,LLC
INCREASED13,89012,797+1,093+9%$8.1M$9.3M+$1.2M2026-10-23
Marietta Wealth Management, LLC
DECREASED13,45013,930-480-3%$8.8M$8.7M-$88.6K2026-10-22
Hartford Investment Management Co
DECREASED13,42713,888-461-3%$8.8M$9.0M+$207.3K2026-11-04
Robeco Institutional Asset Management B.V.
DECREASED13,09221,998-8,906-40%$14.0M$8.8M-$5.2M2026-10-20
Balefire, LLC
DECREASED13,02713,062-350%$8.3M$8.7M+$462.8K2026-10-09
Penobscot Investment Management Company, Inc.
DECREASED13,00913,359-350-3%$8.5M$8.7M+$262.2K2026-10-26
Kanawha Capital Management LLC
DECREASED12,95713,100-143-1%$8.3M$8.7M+$391.6K2026-10-19
Vise Technologies, Inc.
INCREASED12,9288,764+4,164+48%$5.6M$8.7M+$3.1M2026-10-29
Ag2r LA Mondiale Gestion D'actifs
INCREASED12,91910,846+2,073+19%$6.9M$8.7M+$1.8M2026-10-26
Assenagon Asset Management S.A.
INCREASED12,7438,057+4,686+58%$5.1M$8.6M+$3.4M2026-10-15
Foster Group, Inc.
INCREASED12,71511,925+790+7%$7.6M$8.5M+$974.4K2026-10-13
New Mexico Educational Retirement Board
UNCHANGED12,60212,60200%$8.0M$8.5M+$469.0K2026-11-05
Security National Bank
INCREASED12,57012,063+507+4%$7.7M$8.4M+$789.5K2026-10-26
Meridian Wealth Management, LLC
DECREASED12,33312,507-174-1%$7.9M$8.3M+$348.6K2026-11-05
Louisiana State Employees Retirement System
DECREASED12,30012,800-500-4%$8.1M$8.3M+$140.6K2026-10-20
Aull & Monroe Investment Management Corp
DECREASED12,25012,506-256-2%$7.9M$8.2M+$293.6K2026-10-16
Praxis Investment Management Inc
UNCHANGED12,22312,22300%$7.8M$8.2M+$455.0K2026-11-03
Apollon Wealth Management, LLC
DECREASED12,18612,332-146-1%$7.8M$8.2M+$361.3K2026-10-23
Central Trust Co
DECREASED12,17012,405-235-2%$7.9M$8.2M+$303.6K2026-11-05
Forum Financial Management, LP
DECREASED12,01612,034-180%$7.6M$8.1M+$436.0K2026-10-16
Citizens Financial Group Inc
DECREASED11,97914,793-2,814-19%$9.4M$8.0M-$1.3M2026-10-23
Slow Capital, Inc.
DECREASED11,88912,654-765-6%$8.0M$8.0M-$43.1K2026-10-23
Fourpath Capital Management, LLC
DECREASED11,86212,212-350-3%$7.7M$8.0M+$219.5K2026-10-19
Fruth Investment Management
DECREASED11,82912,145-316-3%$7.7K$7.9M+$7.9M2026-10-13
Clear Harbor Asset Management, LLC
INCREASED11,6403,526+8,114+230%$2.2M$7.8M+$5.6M2026-11-05
M Holdings Securities, Inc.
NEW11,542—+11,542——$7.7M—2026-11-03
Jefferies Financial Group Inc.
INCREASED11,40811,098+310+3%$7.0M$7.7M+$620.6K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED11,35911,512-153-1%$7.3M$7.6M+$325.7K2026-10-23
Stenger Family Office, LLC
NEW11,259—+11,259——$7.3M—2026-10-22
Baker Avenue Asset Management, LP
DECREASED11,21211,276-64-1%$7.2M$7.5M+$376.7K2026-11-06
Atala Financial Inc
UNCHANGED11,18911,18900%$7.1M$7.5M+$416.5K2026-10-22
Churchill Financial Advisors, LLC
UNCHANGED11,16711,16700%$7.1M$7.5M+$415.6K2026-10-20
Capital Investment Advisors, LLC
DECREASED11,10211,357-255-2%$7.2M$7.5M+$250.9K2026-10-22
J.W. Cole Advisors, Inc.
INCREASED11,07010,462+608+6%$6.6M$7.4M+$798.3K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED10,96211,025-63-1%$7.0M$7.4M+$367.8K2026-10-13
United Asset Strategies, Inc.
DECREASED10,87011,052-182-2%$7.0M$7.3M+$289.2K2026-10-28
Cullen T Bankers, Inc.
INCREASED10,66910,499+170+2%$6.7M$7.2M+$505.0K2026-10-28
Argyle Capital Management, LLC
DECREASED10,62310,703-80-1%$6.8M$7.1M+$344.6K2026-10-28
Greenwood Capital Associates LLC
DECREASED10,37210,398-260%$6.6M$7.0M+$369.6K2026-10-27
Barings LLC
INCREASED10,36410,068+296+3%$6.4M$7.0M+$573.5K2026-10-22
Asset Advisors Investment Management, LLC
UNCHANGED10,25810,25800%$6.5M$6.9M+$381.8K2026-10-19
Covea Finance
UNCHANGED10,24310,24300%$6.5M$6.9M+$381.2K2026-10-21
Fifth Third Wealth Advisors LLC
DECREASED10,07010,703-633-6%$6.8M$6.8M-$26.7K2026-10-22
Elyxium Wealth, LLC
DECREASED9,7979,799-20%$6.2M$6.6M+$363.4K2026-10-27
Arlington Financial Advisors, LLC
DECREASED9,79510,304-509-5%$6.5M$6.6M+$41.7K2026-10-19
Masterinvest Kapitalanlage GmbH
INCREASED9,7119,655+56+1%$6.1M$6.5M+$397.0K2026-11-03
Tokio Marine Asset Management Co LTD
UNCHANGED9,7079,70700%$6.2M$6.5M+$361.3K2026-10-26
Valeo Financial Advisors, LLC
INCREASED9,5198,828+691+8%$5.6M$6.4M+$792.1K2026-10-08
BNC Wealth Management, LLC
INCREASED9,4149,279+135+1%$5.9M$6.3M+$436.1K2026-10-19
Weitzel Financial Services, Inc.
INCREASED9,4119,310+101+1%$5.8M$6.4M+$542.8K2026-10-16
SevenBridge Financial Group, LLC
INCREASED9,3399,316+23+0%$5.8M$5.9M+$120.3K2026-10-26
IFP Advisors, Inc
INCREASED9,1699,046+123+1%$5.7M$6.2M+$419.3K2026-10-16
Nikulski Financial, Inc.
DECREASED9,1699,197-280%$5.8M$6.2M+$323.5K2026-11-06
Fisher Funds Management LTD
INCREASED9,0006,000+3,000+50%$3.8M$6.0M+$2.2M2026-10-13
Csenge Advisory Group
INCREASED8,9835,888+3,095+53%$3.7M$6.0M+$2.3M2026-11-04
Armstrong Advisory Group, Inc
DECREASED8,7858,806-210%$5.6M$5.9M+$313.6K2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED8,7668,671+95+1%$5.5M$5.9M+$386.8K2026-10-23
Juno Financial Group LLC
INCREASED8,7468,712+34+0%$5.5M$5.9M+$347.1K2026-10-27
Essex LLC
DECREASED8,6578,707-50-1%$5.5M$5.8M+$290.4K2026-10-14
Boston Common Asset Management, LLC
INCREASED8,6167,223+1,393+19%$4.6M$5.8M+$1.2M2026-10-13
VestGen Advisors, LLC
DECREASED8,5929,305-713-8%$5.9M$5.8M-$132.0K2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED8,5887,548+1,040+14%$4.8M$5.8M+$979.5K2026-10-13
DLK Investment Management, LLC
INCREASED8,4677,858+609+8%$2.9M$5.7M+$2.7M2026-10-09
Whitener Capital Management, Inc.
INCREASED8,4128,261+151+2%$5.2M$5.6M+$408.9K2026-10-15
V-Square Quantitative Management LLC
INCREASED8,3658,346+19+0%$5.3M$5.6M+$323.4K2026-10-15
Brookstone Capital Management
INCREASED8,3566,002+2,354+39%$3.8M$5.6M+$1.8M2026-10-22
Baer Investment Advisory LLC
DECREASED8,3498,524-175-2%$5.3M$5.6M+$256.9K2026-10-13
Meiji Yasuda America Inc
INCREASED8,2386,714+1,524+23%$4.3M$5.5M+$1.3M2026-10-22
EverSource Wealth Advisors, LLC
INCREASED8,2178,107+110+1%$5.1M$5.5M+$375.9K2026-11-04
Vest Financial, LLC
DECREASED8,1788,276-98-1%$5.2M$5.5M+$242.2K2026-10-21
Sigma Planning Corp
INCREASED8,1617,212+949+13%$4.6M$5.5M+$896.8K2026-10-23
Clearstead Trust, LLC
INCREASED8,1557,997+158+2%$5.1M$5.5M+$403.8K2026-11-06
Wedbush Securities Inc
DECREASED8,0468,193-147-2%$5.2M$5.4M+$207.0K2026-10-22
Fogel Capital Management, Inc.
INCREASED8,0367,842+194+2%$5.0M$5.4M+$422.2K2026-11-04
KCM Investment Advisors LLC
DECREASED7,8567,969-113-1%$5.1M$5.3M+$220.8K2026-10-27
Gamma Investing LLC
INCREASED7,8476,866+981+14%$4.4M$5.3M+$914.3K2026-10-08
Parsons Capital Management Inc
DECREASED7,7567,846-90-1%$5.0M$5.2M+$231.6K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED7,7486,714+1,034+15%$4.3M$5.2M+$944.2K2026-11-03
Family Legacy, Inc.
INCREASED7,7297,691+38+0%$4.9M$5.2M+$311.8K2026-10-13
Union Bancaire Privee, UBP SA
DECREASED7,6978,626-929-11%$5.0M$5.1M+$67.6K2026-11-04
Romano Brothers and Company
DECREASED7,6267,911-285-4%$5.0M$5.1M+$103.0K2026-10-22
Mather Group, Llc.
INCREASED7,6031,917+5,686+297%$1.2M$5.1M+$3.9M2026-10-14
North Dakota State Investment Board
INCREASED7,5627,265+297+4%$4.6M$5.1M+$469.9K2026-10-27
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW7,480—+7,480——$5.0M—2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED7,4397,064+375+5%$4.5M$5.0M+$515.0K2026-10-05
Y.D. More Investments Ltd
DECREASED7,4389,234-1,796-19%$651.9K$5.0M+$4.3M2026-11-02
Axxcess Wealth Management, LLC
DECREASED7,3689,158-1,790-20%$5.8M$4.9M-$861.4K2026-10-21
Bokf, NA
DECREASED7,3587,840-482-6%$5.0M$4.9M-$31.9K2026-10-27
Welch & Forbes LLC
INCREASED7,3167,269+47+1%$4.6M$4.9M+$302.1K2026-11-04
North Star Investment Management Corp.
DECREASED7,3157,316-10%$4.6M$4.9M+$271.6K2026-10-27
Apella Capital, LLC
INCREASED7,3096,559+750+11%$4.0M$4.8M+$841.9K2026-10-08
Great Lakes Retirement, Inc.
INCREASED7,2297,081+148+2%$4.5M$4.9M+$362.2K2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
DECREASED7,22022,267-15,047-68%$14.0M$4.9M-$9.1M2026-10-29
Parcion Private Wealth LLC
INCREASED7,1577,148+9+0%$4.5M$4.8M+$272.1K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED7,1447,055+89+1%$4.5M$4.8M+$322.4K2026-10-27
Columbia Asset Management
DECREASED7,1347,771-637-8%$4.9M$4.8M-$138.5K2026-10-19
Lipe & Dalton
DECREASED7,1287,243-115-2%$4.6K$4.8M+$4.8M2026-10-15
PKO Investment Management Joint-Stock Co
NEW7,086—+7,086——$4.8M—2026-10-19
Accel Wealth Management
DECREASED7,0637,080-170%$4.5M$4.7M+$252.4K2026-10-13
Central Pacific Bank - Trust Division
INCREASED7,0245,902+1,122+19%$3.7M$4.7M+$973.2K2026-10-06
First American Bank
DECREASED6,9806,985-50%$4.4M$4.7M+$256.6K2026-10-27
Ritholtz Wealth Management
INCREASED6,8276,591+236+4%$4.2M$4.6M+$403.9K2026-11-05
Florida Trust Wealth Management Co
INCREASED6,8236,145+678+11%$3.9M$4.6M+$684.0K2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED6,8016,80100%$4.3M$4.3M$02026-10-15
Petredis Investment Advisors LLC
DECREASED6,7726,778-60%$4.3M$4.5M+$248.2K2026-10-20
Busey Bank
DECREASED6,7626,789-270%$4.3M$4.5M+$234.6K2026-10-26
Geneva Partners, LLC
INCREASED6,750555+6,195+1116%$352.1K$4.5M+$4.2M2026-10-26
Pinnacle Associates LTD
DECREASED6,7476,852-105-2%$4.3M$4.5M+$184.5K2026-10-20
Sterling Investment Advisors, Ltd.
DECREASED6,7296,964-235-3%$4.4M$4.5M+$101.6K2026-10-27
Wendell David Associates Inc
DECREASED6,7246,853-129-2%$4.3M$4.5M+$168.0K2026-10-27
Embree Financial Group
INCREASED6,7066,696+10+0%$4.2M$4.5M+$256.3K2026-10-22
Daymark Wealth Partners, LLC
INCREASED6,6986,179+519+8%$3.9M$4.5M+$577.9K2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED6,6786,609+69+1%$4.1M$4.5M+$343.5K2026-10-13
Quadrant Capital Group LLC
INCREASED6,6016,461+140+2%$4.1M$4.3M+$192.2K2026-10-20
Canandaigua National Bank & Trust Co
DECREASED6,5957,067-472-7%$4.5M$4.4M-$53.9K2026-10-07
Modera Wealth Management, LLC
INCREASED6,5866,047+539+9%$3.8M$4.4M+$587.0K2026-10-28
Rayburn West Financial Services LLC
INCREASED6,5736,500+73+1%$4.1M$4.4M+$290.9K2026-11-03
Securian Asset Management, Inc
DECREASED6,5566,716-160-2%$4.0M$4.4M+$391.6K2026-11-06
Dmkc Advisory Services, LLC
DECREASED6,48814,778-8,290-56%$9.4M$4.4M-$5.0M2026-11-04
Washington Trust Co
DECREASED6,4866,493-70%$4.1M$4.4M+$237.0K2026-10-22
Tarbox Family Office, Inc.
UNCHANGED6,4686,46800%$4.1M$4.3M+$240.7K2026-10-23
Indivisible Partners
INCREASED6,4643,275+3,189+97%$2.1M$4.3M+$2.3M2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED6,4556,911-456-7%$4.4M$4.3M-$49.0K2026-10-05
Nations Financial Group Inc,
DECREASED6,4386,583-145-2%$4.2M$4.3M+$147.7K2026-11-05
MGO One Seven LLC
DECREASED6,3986,576-178-3%$4.2M$4.3M+$125.2K2026-10-28
Oliver Luxxe Assets LLC
DECREASED6,3286,348-200%$4.0M$4.2M+$223.0K2026-10-14
Brown, Lisle Ings, Inc.
DECREASED6,2816,372-91-1%$4.0M$4.2M+$176.1K2026-10-16
PDS Planning, Inc
INCREASED6,2436,212+31+1%$3.9M$4.2M+$252.1K2026-11-03
Jacobi Capital Management LLC
DECREASED6,2126,272-60-1%$4.0M$4.2M+$193.4K2026-11-05
Charles Schwab Trust Co
DECREASED6,1356,145-100%$3.9M$4.1M+$222.0K2026-10-15
Carret Asset Management, LLC
DECREASED6,1166,421-305-5%$4.1M$4.1M+$34.3K2026-11-04
First Citizens Bank & Trust Co
INCREASED6,0583,278+2,780+85%$2.1M$4.1M+$2.0M2026-10-14
Clifford Swan Investment Counsel LLC
UNCHANGED6,0116,01100%$3.8M$4.0M+$223.7K2026-11-05
Cohen Klingenstein LLC
UNCHANGED6,0006,00000%$3.8M$4.0M+$223.3K2026-10-15
Smithbridge Asset Management Inc
INCREASED5,9805,555+425+8%$3.5M$4.0M+$492.1K2026-10-19
Mendel Money Management
DECREASED5,9796,149-170-3%$3.9M$4.0M+$114.7K2026-11-02
Independent Financial Group, LLC
DECREASED5,9276,768-841-12%$4.3M$4.0M-$312.5K2026-10-13
Westover Capital Advisors, LLC
INCREASED5,9245,817+107+2%$3.7M$4.0M+$288.4K2026-10-26
Fire Capital Management LLC
INCREASED5,8905,868+22+0%$3.7M$4.0M+$233.2K2026-10-27
Turtle Creek Wealth Advisors, LLC
INCREASED5,8845,417+467+9%$3.4M$4.0M+$515.5K2026-10-15
Delta Capital Management LLC
DECREASED5,8405,850-100%$3.7K$3.9M+$3.9M2026-10-16
Jacksonville Wealth Management, LLC
DECREASED5,8205,826-60%$3.7M$3.9M+$212.6K2026-10-30
Stablepoint Partners, LLC
DECREASED5,8155,827-120%$3.7M$3.9M+$208.9K2026-11-03
Cordgrass Capital Advisors, LLC
UNCHANGED5,7685,76800%$3.7M$3.9M+$214.7K2026-10-30
Spirit of America Management Corp
INCREASED5,7505,560+190+3%$3.5M$3.9M+$334.5K2026-10-14
Signaturefd, LLC
INCREASED5,7375,469+268+5%$3.5M$3.9M+$383.4K2026-10-23
Oppenheimer Asset Management Inc.
DECREASED5,6896,675-986-15%$4.2M$3.8M-$413.7K2026-10-27
EPG Wealth Management LLC
DECREASED5,6565,939-283-5%$3.8M$3.8M+$30.8K2026-11-03
Vivid Wealth Management, LLC
DECREASED5,5995,690-91-2%$3.6M$3.8M+$150.8K2026-10-27
Aviance Capital Partners, LLC
INCREASED5,5775,573+4+0%$3.5M$3.7M+$210.1K2026-10-29
Greenleaf Trust
DECREASED5,5745,579-50%$3.5M$3.7M+$204.3K2026-10-29
Jcic Asset Management Inc.
INCREASED5,5355,503+32+1%$3.1M$3.7M+$617.2K2026-10-30
BCM Advisors, LLC
DECREASED5,5285,548-200%$3.5M$3.7M+$249.0K2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED5,5145,524-100%$3.5M$3.7M+$198.9K2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED5,5045,373+131+2%$3.4M$3.7M+$284.0K2026-11-05
Fiduciary Alliance LLC
DECREASED5,4705,587-117-2%$3.5M$3.7M+$129.3K2026-10-13
Quad-Cities Investment Group, LLC
DECREASED5,4685,496-28-1%$3.5M$3.7M+$185.5K2026-10-16
Guyasuta Investment Advisors Inc
DECREASED5,4296,058-629-10%$3.8M$3.6M-$196.9K2026-10-15
Third View Private Wealth, LLC
INCREASED5,4285,400+28+1%$3.4M$3.6M+$219.8K2026-10-30
Trek Financial, LLC
INCREASED5,4121,608+3,804+237%$1.0M$3.6M+$2.6M2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED5,3844,363+1,021+23%$2.8M$3.6M+$848.0K2026-10-21
Myriad Asset Management Advisors LLC
UNCHANGED5,3825,38200%$3.4M$3.6M+$200.0K2026-11-03
Northcape Wealth Management, LLC
DECREASED5,3656,437-1,072-17%$4.1M$3.6M-$479.9K2026-11-04
Brighton Jones LLC
INCREASED5,3645,098+266+5%$3.2M$3.6M+$368.6K2026-11-03
Cypress Asset Management Inc
DECREASED5,3505,470-120-2%$3.5M$3.6M+$123.0K2026-10-09
Larson Financial Group LLC
INCREASED5,3125,153+159+3%$3.3M$3.6M+$299.1K2026-11-05
AlphaCore Capital LLC
INCREASED5,3074,292+1,015+24%$2.7M$3.6M+$841.1K2026-11-04
Essex Bank
DECREASED5,3035,304-10%$3.4M$3.6M+$196.7K2026-10-16
Sagespring Wealth Partners, LLC
INCREASED5,2195,092+127+2%$3.2M$3.5M+$274.6K2026-10-22
Columbia Bank
INCREASED5,2165,166+50+1%$3.3M$3.5M+$225.9K2026-10-29
Fairfield Financial Advisors, LTD
DECREASED5,2115,734-523-9%$3.6M$3.5M-$137.9K2026-10-14
Valley Brook Capital Group, Inc.
UNCHANGED5,2095,20900%$3.3M$3.5M+$193.9K2026-10-26
Westhampton Capital, LLC
DECREASED5,2055,435-230-4%$3.4M$3.5M+$47.8K2026-10-30
Avior Wealth Management, LLC
DECREASED5,1715,317-146-3%$3.4M$3.5M+$99.5K2026-10-13
Kintegral Advisory, LLC
INCREASED5,1615,132+29+1%$3.3M$3.5M+$210.5K2026-10-16
First Financial Bank - Trust Division
DECREASED5,1455,165-200%$3.3M$3.5M+$178.8K2026-10-01
Heritage Wealth Management, Inc.
DECREASED5,1425,192-50-1%$3.3M$3.5M+$159.7K2026-10-28
Montag A & Associates Inc
INCREASED5,1364,982+154+3%$3.2M$3.5M+$289.3K2026-10-29
Wealthcare Advisory Partners LLC
INCREASED5,0995,045+54+1%$3.2M$3.4M+$224.4K2026-10-21
Physicians Financial Services, Inc.
DECREASED5,0685,114-46-1%$3.2M$3.4M+$160.0K2026-11-04
Chilton Capital Management LLC
DECREASED5,0418,123-3,082-38%$5.2M$3.4M-$1.8M2026-10-28
Hennessy Advisors Inc
UNCHANGED5,0005,00000%$3.2M$3.4M+$186.1K2026-10-28
Viking Fund Management LLC
UNCHANGED5,0005,00000%$3.2M$3.4M+$186.1K2026-10-14
CX Institutional
INCREASED4,9962,951+2,045+69%$1.9K$3.4K+$1.5K2026-10-02
Plato Investment Management Ltd
INCREASED4,8354,493+342+8%$2.8M$3.3M+$426.2K2026-11-05
Massachusetts Wealth Management
DECREASED4,8265,116-290-6%$3.2M$3.2M-$4.3K2026-10-21
Zevenbergen Capital Investments LLC
INCREASED4,8154,465+350+8%$2.8M$3.2M+$401.2K2026-10-08
ZWJ Investment Counsel Inc
INCREASED4,7891,218+3,571+293%$772.9K$3.2M+$2.4M2026-10-15
Natixis
NEW4,786—+4,786——$3.2M—2026-11-06
Procyon Advisors, LLC
DECREASED4,7555,126-371-7%$3.3M$3.2M-$58.2K2026-10-21
Tema Etfs LLC
DECREASED4,7185,670-952-17%$3.6M$3.2M-$428.3K2026-10-16
Compound Planning, Inc.
INCREASED4,7164,646+70+2%$2.9M$3.2M+$220.3K2026-11-05
Capital Management Associates, Inc
DECREASED4,6844,685-10%$3.0M$3.1M+$173.2K2026-10-20
Beaumont Financial Advisors, LLC
DECREASED4,6724,682-100%$3.0M$3.1M+$167.5K2026-10-22
CMH Wealth Management LLC
DECREASED4,6344,912-278-6%$3.1M$3.1M-$4.3K2026-10-22
Naples Global Advisors, LLC
DECREASED4,6314,755-124-3%$3.0M$3.1M+$93.7K2026-11-05
Violich Capital Management, Inc.
DECREASED4,6244,640-160%$2.9M$3.1M+$162.0K2026-10-05
Harrington Investments, Inc
DECREASED4,6034,705-102-2%$3.0M$3.1M+$106.6K2026-10-14
Eastern Bank
DECREASED4,5384,712-174-4%$3.0M$3.0M+$58.5K2026-10-05
Mystic Asset Management, Inc.
DECREASED4,5064,625-119-3%$2.9M$3.0M+$92.1K2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED4,4664,222+244+6%$2.7M$3.0M+$321.0K2026-10-13
Ascent Group, LLC
DECREASED4,4544,565-111-2%$2.9M$3.0M+$95.5K2026-10-30
Lincoln Capital LLC
INCREASED4,4494,439+10+0%$2.8M$3.0M+$182.9K2026-10-09
Taylor Securities Services, Inc.
UNCHANGED4,4254,42500%$2.8M$3.0M+$164.7K2026-10-20
Virtue Asset Management LLC
INCREASED4,3974,308+89+2%$2.7M$3.0M+$220.0K2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED4,3312,890+1,441+50%$1.8M$2.9M+$1.1M2026-10-19
Ballast, Inc.
INCREASED4,3254,311+14+0%$2.7M$2.9M+$169.9K2026-10-20
Crestwood Advisors Group, LLC
INCREASED4,3144,171+143+3%$2.6M$2.9M+$251.3K2026-10-27
Mesirow Financial Investment Management, Inc.
INCREASED4,2704,176+94+2%$2.6M$2.9M+$219.3K2026-11-05
Wedmont Private Capital
INCREASED4,2573,393+864+25%$2.0M$2.8M+$786.4K2026-10-09
Grimes & Co Wealth Management, LLC
DECREASED4,2024,519-317-7%$2.9M$2.8M-$45.0K2026-10-29
Venture Visionary Partners LLC
DECREASED4,1794,688-509-11%$3.0M$2.8M-$167.2K2026-10-07
Coastline Trust Co
DECREASED4,1784,229-51-1%$2.7M$2.8M+$123.2K2026-10-01
RFG Advisory, LLC
INCREASED4,1494,114+35+1%$2.6M$2.8M+$176.3K2026-11-03
Cane Capital Partners, LLC
DECREASED4,1334,784-651-14%$3.0M$2.8M-$259.1K2026-10-23
Summit Asset Management, LLC
DECREASED4,1064,125-190%$2.6M$2.8M+$140.8K2026-11-05
Parallel Advisors, LLC
INCREASED4,1023,901+201+5%$2.5M$2.8M+$279.4K2026-11-03
Pacific Sage Partners, LLC
UNCHANGED4,0864,08600%$2.6M$2.7M+$152.1K2026-10-21
Aaron Wealth Advisors LLC
DECREASED4,0764,219-143-3%$2.7M$2.7M+$61.1K2026-10-13
J. Team Financial, Inc.
INCREASED4,0743,959+115+3%$2.5M$2.7M+$224.3K2026-11-03
Princeton Capital Management LLC
DECREASED4,0544,055-10%$2.6M$2.7M+$150.3K2026-10-27
Park Avenue Securities LLC
DECREASED4,0534,121-68-2%$2.6M$2.7M+$108.0K2026-10-26
Frank, Rimerman Advisors LLC
INCREASED4,0534,014+39+1%$2.5M$2.7M+$175.6K2026-10-16
Clark Asset Management, LLC
DECREASED4,0454,075-30-1%$2.6M$2.7M+$131.5K2026-10-19
Wilkins Investment Counsel Inc
UNCHANGED4,0404,04000%$2.6M$2.7M+$150.4K2026-11-03
Progressive Investment Management Corp
DECREASED4,0124,044-32-1%$2.6M$2.7M+$129.0K2026-10-26
Cornerstone Wealth Management, LLC
INCREASED3,9973,960+37+1%$2.5M$2.7M+$172.1K2026-11-04
Lineweaver Wealth Advisors, LLC
DECREASED3,9874,358-371-9%$2.8M$2.7M-$87.2K2026-10-13
Ables, Iannone, Moore & Associates, Inc.
DECREASED3,9594,016-57-1%$2.5M$2.7M+$111.1K2026-10-06
Pine Haven Investment Counsel, Inc
DECREASED3,9433,972-29-1%$2.5M$2.6M+$128.4K2026-11-02
Simplex Trading, LLC
INCREASED3,915980+2,935+299%$621.6K$2.6M+$2.0M2026-11-04
SS&H Financial Advisors, Inc.
DECREASED3,8793,979-100-3%$2.5M$2.6M+$81.0K2026-10-28
Marion Wealth Management
INCREASED3,8523,812+40+1%$2.4M$2.6M+$168.5K2026-10-22
Wealth Enhancement Trust Services, Inc.
DECREASED3,8485,855-2,007-34%$3.7M$2.6M-$1.1M2026-10-07
Oak Harvest Investment Services
INCREASED3,8412,444+1,397+57%$1.6M$2.6M+$1.0M2026-10-20
Alps Advisors Inc
INCREASED3,8223,667+155+4%$2.3M$2.6M+$240.6K2026-11-03
Acropolis Investment Management, LLC
DECREASED3,8043,844-40-1%$2.4M$2.6M+$116.2K2026-10-08
Cypress Point Wealth Management, LLC
INCREASED3,7933,761+32+1%$2.4M$2.5M+$161.5K2026-11-03
Bailard, Inc.
INCREASED3,7653,764+1+0%$2.4M$2.5M+$140.8K2026-10-13
Cove Private Wealth, LLC
INCREASED3,7013,699+2+0%$2.3M$2.5M+$139.0K2026-10-28
Saybrook Capital
UNCHANGED3,7003,70000%$2.3M$2.5M+$137.7K2026-10-27
Altman Advisors, Inc.
DECREASED3,6983,705-70%$2.4M$2.5M+$133.2K2026-11-05
Xcel Wealth Management, LLC
INCREASED3,6963,690+6+0%$2.3M$2.5M+$141.4K2026-10-26
Waycross Investment Management Co
DECREASED3,6883,746-58-2%$2.4M$2.5M+$100.5K2026-10-14
Harbor Capital Advisors, Inc.
INCREASED3,6843,668+16+0%$2.3M$2.5M+$147.0K2026-10-22
BLB&B Advisors, LLC
DECREASED3,6703,977-307-8%$2.5M$2.5M-$57.9K2026-10-27
Paragon Private Wealth Management, LLC
INCREASED3,6653,580+85+2%$2.3M$2.5M+$190.2K2026-10-20
Trust Investment Advisors
INCREASED3,6593,454+205+6%$2.2M$2.5M+$266.2K2026-10-20
Formidable Asset Management, LLC
INCREASED3,6543,652+2+0%$2.1M$2.3M+$260.4K2026-11-03
Hixon Zuercher, LLC
DECREASED3,6133,683-70-2%$2.3M$2.4M+$90.1K2026-10-13
Advocate Group LLC
UNCHANGED3,6013,60100%$2.3M$2.4M+$134.0K2026-10-19
Wilkerson Advisory Group LLC
INCREASED3,5833,479+104+3%$2.2M$2.4M+$198.9K2026-10-20
Cornell Pochily Investment Advisors, Inc.
INCREASED3,5833,582+1+0%$2.3M$2.4M+$133.7K2026-10-19
First Merchants Corp
DECREASED3,5703,707-137-4%$2.4M$2.4M+$46.0K2026-10-15
Malaga Cove Capital, LLC
DECREASED3,5613,618-57-2%$2.3M$2.4M+$96.4K2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED3,5443,491+53+2%$2.2M$2.4M+$165.6K2026-10-23
Premier Path Wealth Partners, LLC
INCREASED3,5283,515+13+0%$2.2M$2.4M+$139.6K2026-10-16
Legacy Bridge, LLC
DECREASED3,5184,046-528-13%$2.6M$2.4M-$204.0K2026-10-28
Opinicus Capital, Inc.
DECREASED3,5053,583-78-2%$2.3M$2.4M+$80.5K2026-10-28
Central Bank & Trust Co
DECREASED3,4965,410-1,914-35%$3.4M$2.3M-$1.1M2026-10-09
Private Trust Co NA
INCREASED3,4882,992+496+17%$1.9M$2.3M+$444.2K2026-10-20
Retirement Planning Group, LLC
DECREASED3,4594,672-1,213-26%$3.0M$2.3M-$641.0K2026-10-19
Mandatum Life Insurance Co Ltd
UNCHANGED3,4553,45500%$2.2M$2.3M+$128.6K2026-11-06
RW Investment Management LLC
DECREASED3,4543,735-281-8%$2.4M$2.3M-$49.7K2026-11-03
Bdf-Gestion
DECREASED3,4233,858-435-11%$2.2M$2.3M+$127.6K2026-10-19
JGP Wealth Management, LLC
INCREASED3,3853,246+139+4%$2.1M$2.3M+$214.2K2026-10-13
Plimoth Trust Co LLC
DECREASED3,3553,427-72-2%$2.2M$2.3M+$79.2K2026-10-26
Abundance Wealth Counselors
DECREASED3,3423,532-190-5%$2.2M$2.2M+$3.9K2026-10-26
Anchyra Partners LLC
INCREASED3,3323,195+137+4%$2.0M$2.2M+$210.9K2026-10-13
Chemistry Wealth Management LLC
INCREASED3,3293,327+2+0%$2.1M$2.2M+$124.9K2026-10-16
Clearwave Capital, LLC
INCREASED3,3243,032+292+10%$1.9M$2.2M+$309.3K2026-10-27
Formuepleje A/S
DECREASED3,3164,331-1,015-23%$2.7M$2.2M-$520.4K2026-10-15
Telos Capital Management, Inc.
INCREASED3,2993,289+10+0%$2.1M$2.2M+$129.2K2026-11-02
LVW Advisors, LLC
INCREASED3,2833,002+281+9%$1.9M$2.2M+$300.4K2026-10-19
HUB Investment Partners, LLC
INCREASED3,2383,112+126+4%$2.0M$2.2M+$200.3K2026-11-03
Wesbanco Bank Inc
DECREASED3,22815,139-11,911-79%$9.6M$2.2M-$7.4M2026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED3,2233,304-81-2%$2.1M$2.2M+$68.6K2026-10-30
Royal Fund Management, LLC
UNCHANGED3,2173,21700%$2.0M$2.2M+$119.7K2026-10-22
Birch Hill Investment Advisors LLC
UNCHANGED3,2153,21500%$2.0M$2.2M+$119.7K2026-10-16
James Investment Research, Inc.
INCREASED3,2023,179+23+1%$2.0M$2.2M+$133.8K2026-10-22
Diversify Wealth Management, LLC
INCREASED3,1982,940+258+9%$1.8M$2.1M+$243.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED3,1982,940+258+9%$1.8M$2.1M+$243.1K2026-10-20
Trace Wealth Advisors, LLC
UNCHANGED3,1603,16000%$2.0M$2.1M+$117.6K2026-10-30
Shelton Wealth Management, LLC
INCREASED3,1552,797+358+13%$1.8M$2.1M+$344.5K2026-10-16
Apollon Financial, LLC
INCREASED3,1423,101+41+1%$2.0M$2.1M+$142.7K2026-10-23
Monte Financial Group, LLC
DECREASED3,1163,123-70%$1.9M$2.1M+$241.6K2026-11-02
Purus Wealth Management, LLC
DECREASED3,1103,203-93-3%$2.0M$2.1M+$57.1K2026-10-15
Value Partners Investments Inc.
INCREASED3,0982,747+351+13%$1.7M$2.1M+$344.1K2026-10-19
Parkside Financial Bank & Trust
INCREASED3,0973,063+34+1%$1.9M$2.1M+$136.5K2026-10-27
Quilter Plc
DECREASED3,0893,462-373-11%$2.2M$2.1M-$121.6K2026-10-21
Skyline Advisors, Inc.
DECREASED3,0803,465-385-11%$2.2M$2.1M-$129.6K2026-11-03
Cross Staff Investments Inc
UNCHANGED3,0753,07500%$2.0M$2.1M+$114.5K2026-10-22
Advisors Management Group Inc
INCREASED3,0722,871+201+7%$1.8M$2.1M+$242.0K2026-11-05
M&G Plc
DECREASED3,0684,549-1,481-33%$2.9M$2.1M-$822.4K2026-11-04
Abner Herrman & Brock LLC
DECREASED3,0463,086-40-1%$2.0K$2.0M+$2.0M2026-10-20
IronBridge Private Wealth, LLC
NEW3,028—+3,028——$2.0M—2026-11-03
Friday Financial
INCREASED3,0232,959+64+2%$1.8M$2.0M+$231.2K2026-10-09
Journey Advisory Group, LLC
UNCHANGED3,0163,01600%$1.9M$2.0M+$112.3K2026-11-04
Triglav Investments, D.O.O.
INCREASED3,0142,949+65+2%$1.9M$2.0M+$153.8K2026-11-06
Caldwell Trust Co
DECREASED3,0133,119-106-3%$2.0M$2.0M+$44.9K2026-10-30
Bahl & Gaynor LLC
UNCHANGED2,9792,97900%$1.9M$2.0M+$110.9K2026-11-05
Neville Rodie & Shaw Inc
UNCHANGED2,9762,97600%$1.9K$2.0K+$1122026-10-05
AMG National Trust Bank
INCREASED2,9722,851+121+4%$1.8M$2.0M+$187.4K2026-11-05
PCG Asset Management, LLC
NEW2,969—+2,969——$2.0M—2026-11-05
Norden Group LLC
DECREASED2,9653,084-119-4%$2.0M$2.0M+$35.0K2026-10-20
SeaBridge Investment Advisors LLC
DECREASED2,9423,260-318-10%$2.1M$2.0M-$92.2K2026-11-02
Trust Point Inc.
INCREASED2,9402,915+25+1%$1.8M$2.0M+$125.3K2026-10-27
Hilltop National Bank
DECREASED2,9383,176-238-7%$2.0M$2.0M-$41.6K2026-10-14
Fjell Capital, LLC
DECREASED2,9002,952-52-2%$1.9M$1.9M+$75.1K2026-10-13
Outfitters Financial LLC
DECREASED2,8853,040-155-5%$1.9M$1.9M+$9.1K2026-10-23
William B. Walkup & Associates, Inc.
DECREASED2,8782,891-130%$1.8M$1.9M+$98.9K2026-11-05
Cornerstone Wealth Group, LLC
INCREASED2,8612,499+362+14%$1.6M$1.9M+$336.2K2026-11-02
Roman Butler Fullerton & Co
INCREASED2,8602,068+792+38%$1.2M$1.8M+$582.5K2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED2,8532,631+222+8%$1.7M$1.9M+$247.1K2026-10-14
Thompson Siegel & Walmsley LLC
DECREASED2,8472,959-112-4%$1.9M$1.9M+$35.0K2026-11-05
Morey & Quinn Wealth Partners, LLC
DECREASED2,8412,947-106-4%$1.9M$1.9M+$38.5K2026-10-28
Integrated Advisors Network LLC
DECREASED2,8392,845-60%$1.8M$1.9M+$102.0K2026-10-20
Probity Advisors, Inc.
DECREASED2,8372,876-39-1%$1.8M$1.9M+$80.9K2026-10-23
Knights of Columbus Asset Advisors LLC
DECREASED2,8153,193-378-12%$2.0M$1.9M-$135.0K2026-11-05
Fagan Associates, Inc.
UNCHANGED2,7962,79600%$1.8M$1.9M+$104.1K2026-10-13
Moneco Advisors, LLC
INCREASED2,7762,713+63+2%$1.7M$1.9M+$143.5K2026-11-05
Ascentis Independent Advisors
NEW2,767—+2,767——$1.9M—2026-11-03
AdvisorNet Financial, Inc
DECREASED2,7642,806-42-1%$1.8M$1.8M+$17.7K2026-10-15
WBH Advisory Inc
UNCHANGED2,7632,76300%$1.8M$1.9M+$102.9K2026-11-05
Cerro Pacific Wealth Advisors LLC
INCREASED2,7602,743+17+1%$1.7M$1.9M+$113.6K2026-10-22
City State Bank
INCREASED2,7412,714+27+1%$1.7M$1.8M+$119.1K2026-10-20
Gleason Group, Inc.
DECREASED2,7362,968-232-8%$1.9M$1.8M-$44.9K2026-10-15
Krilogy Financial LLC
INCREASED2,7332,574+159+6%$1.6M$1.7M+$95.7K2026-10-13
Fragasso Financial Advisors Inc
INCREASED2,7311,049+1,682+160%$665.3K$1.7M+$1.0M2026-10-13
Beacon Bank & Trust
DECREASED2,7273,055-328-11%$1.9M$1.8M-$106.6K2026-10-27
RFG - Bristol Wealth Advisors, LLC
INCREASED2,7112,706+5+0%$1.7M$1.8M+$104.2K2026-10-09
Granite Islands Private Wealth, LLC
UNCHANGED2,7002,70000%$1.7M$1.8M+$100.5K2026-10-16
Leisure Capital Management
DECREASED2,6902,697-70%$1.7M$1.8M+$95.7K2026-11-03
Chicago Trust Co NA
INCREASED2,6822,084+598+29%$1.3M$1.8M+$479.2K2026-10-28
Marks Group Wealth Management, Inc
INCREASED2,6782,675+3+0%$1.7M$1.8M+$101.4K2026-11-05
New Hampshire Trust
UNCHANGED2,6622,66200%$1.7M$1.8M+$99.1K2026-10-20
Abacus Planning Group, Inc.
UNCHANGED2,6532,65300%$1.7M$1.8M+$98.8K2026-11-02
Evergreen Capital Management LLC
DECREASED2,6422,719-77-3%$1.7M$1.8M+$49.7K2026-10-23
Baxter Bros Inc
DECREASED2,6122,691-79-3%$1.7M$1.8M+$47.1K2026-11-04
Blue Trust, Inc.
DECREASED2,6032,893-290-10%$1.8M$1.7M-$86.8K2026-10-15
Gables Capital Management Inc.
UNCHANGED2,6032,60300%$1.7M$1.7M+$96.9K2026-11-04
Ti-Trust, Inc
UNCHANGED2,6002,60000%$1.6M$1.7M+$96.8K2026-10-21
CoreCap Advisors, LLC
INCREASED2,5981,579+1,019+65%$1.0M$1.7M+$743.9K2026-10-08
Patton Albertson Miller Group, LLC
DECREASED2,5873,160-573-18%$2.0M$1.7M-$267.2K2026-10-26
Elevatus Welath Management
INCREASED2,5851,868+717+38%$1.2M$1.7M+$550.5K2026-10-19
Chicago Capital, LLC
UNCHANGED2,5852,58500%$1.6M$1.7M+$96.2K2026-10-13
Fishman JAY A LTD
UNCHANGED2,5852,58500%$1.6M$1.7M+$96.2K2026-10-26
Wedgewood Investors Inc
INCREASED2,5782,540+38+2%$1.6M$1.7M+$120.1K2026-10-28
Summit Wealth Group LLC / Co
INCREASED2,5771,091+1,486+136%$692.0K$1.7M+$1.0M2026-10-29
Montis Financial, LLC
INCREASED2,5762,544+32+1%$1.6M$1.7M+$116.4K2026-11-04
Tufton Capital Management
DECREASED2,5752,582-70%$1.6M$1.7M+$91.0K2026-10-20
Congress Asset Management Co
INCREASED2,574657+1,917+292%$416.9K$1.7M+$1.3M2026-10-06
Montecito Bank & Trust
DECREASED2,5612,590-29-1%$1.6M$1.7M+$76.9K2026-10-01
Eukles Asset Management
INCREASED2,5562,528+28+1%$1.6M$1.7M+$113.0K2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
INCREASED2,5552,546+9+0%$1.6M$1.7M+$100.8K2026-10-23
Andrew Hill Investment Advisors, Inc.
DECREASED2,5114,938-2,427-49%$3.1M$1.7M-$1.4M2026-10-22
Cidel Asset Management Inc
UNCHANGED2,5112,51100%$1.6M$1.7M+$93.5K2026-10-29
Blue Jean Financial LLC
NEW2,508—+2,508——$1.7M—2026-10-20
Alliance Private Wealth, LLC
DECREASED2,5052,880-375-13%$1.8M$1.7M-$144.6K2026-10-20
Sowell Financial Services LLC
DECREASED2,4992,543-44-2%$1.6M$1.7M+$64.7K2026-10-23
Armor Investment Advisors, LLC
DECREASED2,4862,573-87-3%$1.6M$1.7M+$37.4K2026-10-27
Everhart Financial Group, Inc.
INCREASED2,4582,381+77+3%$1.5M$1.7M+$140.3K2026-10-08
Chicago Partners Investment Group LLC
DECREASED2,4582,461-30%$1.5M$1.6M+$86.7K2026-10-27
Allegheny Financial Group
INCREASED2,4542,442+12+0%$1.5M$1.6M+$98.4K2026-11-05
Gibbs Wealth Management
INCREASED2,4482,154+294+14%$1.4M$1.6M+$277.6K2026-10-22
Prosperity Financial Group, Inc.
INCREASED2,4392,122+317+15%$1.3M$1.6M+$291.4K2026-10-29
Patriot Investment Management Group, Inc.
DECREASED2,4382,457-19-1%$1.6M$1.6M+$78.7K2026-10-15
Valley National Advisers Inc
INCREASED2,4342,433+1+0%$1.5M$1.6M+$90.9K2026-10-23
Kercheville Advisors, LLC
INCREASED2,4272,260+167+7%$1.4M$1.6M+$196.3K2026-10-19
Segment Wealth Management, LLC
UNCHANGED2,4132,41300%$1.5M$1.6M+$89.8K2026-10-26
Richwood Investment Advisors, LLC
INCREASED2,4122,280+132+6%$1.4M$1.6M+$173.5K2026-10-30
Klingman & Associates, LLC
INCREASED2,4062,373+33+1%$1.5M$1.6M+$110.5K2026-10-20
Willow Creek Capital Management, Inc.
UNCHANGED2,3982,39800%$1.5M$1.5M$02026-10-16
Peoples Financial Services Corp.
DECREASED2,3872,449-62-3%$1.6M$1.6M+$49.5K2026-10-20
Capital Asset Advisory Services LLC
INCREASED2,3612,341+20+1%$1.5M$1.5M+$34.5K2026-10-30
Focus Financial Network, Inc.
INCREASED2,3602,292+68+3%$1.5M$1.6M+$131.0K2026-10-14
Inspirion Wealth Advisors, LLC
DECREASED2,3522,568-216-8%$1.6M$1.6M-$32.0K2026-10-09
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED2,3502,35000%$1.5M$1.6M+$87.5K2026-10-05
Sepio Capital, LP
DECREASED2,3332,878-545-19%$1.8M$1.6M-$258.5K2026-10-22
Duncker Streett & Co Inc
UNCHANGED2,3272,32700%$1.5M$1.6M+$86.8K2026-10-27
Sage Investment Advisers LLC
INCREASED2,3152,190+125+6%$1.4M$1.6M+$165.5K2026-10-21
TCV Trust & Wealth Management, Inc.
UNCHANGED2,3072,30700%$1.5M$1.5M+$85.9K2026-10-16
Joel Isaacson & Co., LLC
INCREASED2,3042,303+1+0%$1.5M$1.5M+$86.0K2026-11-05
E&G Advisors, LLC
UNCHANGED2,3032,30300%$1.5M$1.5M+$85.7K2026-10-13
Cigna Investments Inc
INCREASED2,2962,285+11+0%$1.5M$1.5M+$92.0K2026-10-19
Asset Advisory Group, Inc.
UNCHANGED2,2962,29600%$1.5M$1.5M+$85.5K2026-10-20
Grove Bank & Trust
DECREASED2,2952,478-183-7%$1.6M$1.5M-$30.7K2026-10-08
Herold Advisors, Inc.
DECREASED2,2922,704-412-15%$1.7M$1.5M-$176.8K2026-10-19
St. Johns Investment Management Company, LLC
DECREASED2,2722,294-22-1%$1.5M$1.5M+$70.6K2026-10-30
First Interstate Bank
DECREASED2,2592,282-23-1%$1.4M$1.5M+$69.5K2026-10-23
Garner Asset Management Corp
DECREASED2,2522,325-73-3%$1.5M$1.4M-$30.8K2026-10-30
Mechanics Financial Corp
INCREASED2,2462,216+30+1%$1.4M$1.5M+$102.6K2026-11-05
Cottonwood Capital Advisors, LLC
UNCHANGED2,2352,23500%$1.4M$1.5M+$83.2K2026-10-20
Sippican Capital Advisors
UNCHANGED2,2302,23000%$1.4M$1.5M+$83.0K2026-10-23
First Horizon Corp
INCREASED2,2281,938+290+15%$1.2M$1.5M+$266.9K2026-10-26
Affinity Capital Advisors, LLC
INCREASED2,2152,157+58+3%$1.4M$1.4M+$5.7K2026-10-13
International Assets Investment Management, LLC
DECREASED2,2122,310-98-4%$1.5M$1.5M+$26.2K2026-11-02
Patrick M Sweeney & Associates, Inc
DECREASED2,2052,213-80%$1.4M$1.5M+$77.0K2026-10-22
Floyd Financial Group LLC
DECREASED2,1912,304-113-5%$1.3M$1.4M+$77.7K2026-10-28
Everett Harris & Co
UNCHANGED2,1832,18300%$1.4M$1.5M+$81.3K2026-10-28
Nilsine Partners, LLC
DECREASED2,1792,209-30-1%$1.4M$1.5M+$62.1K2026-11-02
Mccarter Private Wealth Services LLC
DECREASED2,1752,291-116-5%$1.5M$1.5M+$7.4K2026-10-22
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED2,1502,750-600-22%$1.7M$1.4M-$300.6K2026-11-06
DB Fitzpatrick & Co, Inc
DECREASED2,1492,172-23-1%$1.4M$1.4M+$65.4K2026-10-19
Patten & Patten Inc
UNCHANGED2,1452,14500%$1.4M$1.4M+$79.8K2026-10-26
Independence Bank of Kentucky
INCREASED2,1392,115+24+1%$1.3M$1.4M+$94.8K2026-10-26
Tompkins Financial Corp
UNCHANGED2,1362,13600%$1.4M$1.4M+$79.5K2026-10-05
Aprio Wealth Management, LLC
INCREASED2,1332,070+63+3%$1.3M$1.4M+$119.6K2026-10-28
GC Wealth Management RIA, LLC
INCREASED2,1311,773+358+20%$1.1M$1.4M+$306.4K2026-11-02
Bluedoor Private Wealth, LLC
DECREASED2,1092,153-44-2%$1.4M$1.4M+$50.0K2026-11-05
71 West Capital Partners
INCREASED2,1031,847+256+14%$1.2M$1.4M+$240.7K2026-11-04
LVM Capital Management LTD
UNCHANGED2,0952,09500%$1.3K$1.4M+$1.4M2026-10-20
Profund Advisors LLC
DECREASED2,0882,433-345-14%$1.5M$1.4M-$141.1K2026-10-29
Realta Investment Advisors
INCREASED2,0882,049+39+2%$1.3M$1.4M+$102.5K2026-10-14
Weinberger Asset Management, Inc
INCREASED2,0852,081+4+0%$1.2M$1.4M+$166.9K2026-10-28
Byrne Asset Management LLC
DECREASED2,0832,292-209-9%$1.5M$1.4M-$64.0K2026-10-06
MCF Advisors LLC
INCREASED2,0831,999+84+4%$1.3M$1.4M+$130.9K2026-10-28
Enterprise Financial Services Corp
INCREASED2,0792,078+1+0%$1.3M$1.4M+$78.0K2026-11-03
Excalibur Management Corp
INCREASED2,0582,056+2+0%$1.3M$1.4M+$77.9K2026-11-02
Texas Bank & Trust Co
DECREASED2,0522,272-220-10%$1.4M$1.4M-$63.2K2026-11-04
Integral Investment Advisors, Inc.
UNCHANGED2,0492,04900%$1.3M$1.4M+$76.3K2026-11-03
ASK Capital Investment Managers, LLC
NEW2,038—+2,038——$1.4M—2026-10-14
Murphy & Mullick Capital Management Corp
INCREASED2,0312,030+1+0%$1.3M$1.4M+$76.2K2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED2,0282,054-26-1%$1.3M$1.4M+$59.0K2026-10-30
Northwest Wealth Management, LLC
DECREASED2,0262,050-24-1%$1.3M$1.4M+$60.5K2026-10-30
JFS Wealth Advisors, LLC
DECREASED2,0262,044-18-1%$1.3M$1.4M+$63.9K2026-11-03
Gen-Wealth Partners Inc
INCREASED2,0181,807+211+12%$1.1M$1.4M+$209.1K2026-11-04
Guinness Asset Management LTD
INCREASED2,01736+1,981+5503%$22.8K$1.4M+$1.3M2026-11-05
Fulton Bank, N.A.
DECREASED1,9862,215-229-10%$1.4M$1.3M-$71.3K2026-10-14
Breakwater Capital Group
DECREASED1,9862,013-27-1%$1.3M$1.3M+$56.8K2026-10-09
Powers Advisory Group, LLC
DECREASED1,9811,986-50%$1.3M$1.3M+$70.8K2026-10-14
First National Trust Co
DECREASED1,9731,998-25-1%$1.3M$1.3M+$57.6K2026-10-28
WealthPLAN Partners, LLC
DECREASED1,9662,015-49-2%$1.3M$1.3M+$41.6K2026-10-15
Philadelphia Trust Co
UNCHANGED1,9631,96300%$1.2M$1.3M+$73.0K2026-11-05
Sierra Summit Advisors LLC
DECREASED1,9411,944-30%$1.2M$1.3M+$70.3K2026-10-28
Asset Dedication, LLC
INCREASED1,9301,897+33+2%$1.2M$1.3M+$92.8K2026-11-03
Quintet Private Bank (Europe) S.A.
DECREASED1,9284,828-2,900-60%$3.1M$1.3M-$1.8M2026-10-08
Baker Boyer National Bank
DECREASED1,9202,220-300-14%$1.4M$1.3M-$118.8K2026-11-05
Defined Wealth Management, LLC
INCREASED1,9011,897+4+0%$1.2M$1.3M+$73.3K2026-10-19
Hara Capital LLC
DECREASED1,8951,899-40%$1.2M$1.3M+$68.0K2026-10-30
Gilman Hill Asset Management, LLC
DECREASED1,8912,251-360-16%$1.4M$1.3M-$158.0K2026-10-13
Grey Ledge Advisors, LLC
INCREASED1,8901,888+2+0%$1.2M$1.3M+$71.2K2026-11-02
Mattern Wealth Management LLC
UNCHANGED1,8841,88400%$1.2M$1.3M+$70.1K2026-11-04
Convergence Financial, LLC
DECREASED1,8823,330-1,448-43%$2.1M$1.3M-$848.4K2026-10-27
Kathmere Capital Management, LLC
INCREASED1,8801,749+131+7%$1.1M$1.3M+$152.8K2026-10-20
Hanson & Doremus Investment Management
DECREASED1,8731,880-70%$1.2M$1.3M+$65.0K2026-10-16
Plancorp, LLC
INCREASED1,8631,415+448+32%$828.7K$1.3M+$429.9K2026-11-03
Tower Trust & Investment Co
INCREASED1,8621,562+300+19%$990.8K$1.3M+$259.6K2026-10-28
Hunter Associates Investment Management LLC
DECREASED1,8621,867-50%$1.2M$1.3M+$67.0K2026-10-26
Blume Capital Management, Inc.
DECREASED1,8587,607-5,749-76%$4.8M$1.2M-$3.6M2026-10-26
Avestar Capital, LLC
DECREASED1,8563,066-1,210-39%$1.9M$1.2M-$698.5K2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED1,854861+993+115%$546.2K$1.2M+$698.9K2026-10-13
Sentry LLC
INCREASED1,8511,801+50+3%$1.1M$1.2M+$100.7K2026-10-30
Cassaday & Co Wealth Management LLC
INCREASED1,8371,719+118+7%$1.1M$1.2M+$143.2K2026-10-27
MBL Wealth, LLC
INCREASED1,8341,562+272+17%$990.8K$1.2M+$240.8K2026-10-22
Capital Investment Advisory Services, LLC
DECREASED1,8321,943-111-6%$1.2M$1.2M-$2.1K2026-10-30
Ashton Thomas Securities, LLC
INCREASED1,8301,776+54+3%$1.1M$1.2M+$108.7K2026-10-26
Signature Wealth Management Partners, LLC
DECREASED1,8291,951-122-6%$1.2M$1.2M-$9.3K2026-10-21
Alta Advisers Ltd
INCREASED1,813982+831+85%$622.9K$1.2M+$594.6K2026-11-02
Investment Research Partners LLC
DECREASED1,8111,833-22-1%$1.2M$1.2M+$53.5K2026-10-19
Meyer Handelman Co
DECREASED1,8101,955-145-7%$1.2M$1.2M-$24.6K2026-10-28
Amarillo National Bank
DECREASED1,8101,941-131-7%$1.2M$1.2M-$15.7K2026-10-23
Portside Wealth Group, LLC
INCREASED1,7901,689+101+6%$1.1M$1.2M+$130.7K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED1,7891,646+143+9%$1.0M$1.2M+$157.0K2026-10-08
Bigelow Investment Advisors, LLC
INCREASED1,7891,653+136+8%$1.0M$1.2M+$152.9K2026-10-13
Midwest Professional Planners, Ltd.
INCREASED1,7871,753+34+2%$1.1M$1.2M+$88.3K2026-10-29
Cypress Wealth Services, LLC
INCREASED1,7861,781+5+0%$1.1M$1.2M+$89.2K2026-10-21
Baker Ellis Asset Management LLC
UNCHANGED1,7801,78000%$1.1M$1.2M+$66.3K2026-10-14
Kaydan Wealth Management, Inc.
UNCHANGED1,7781,77800%$1.1M$1.2M+$66.2K2026-10-08
Finivi Inc.
DECREASED1,7741,804-30-2%$1.1M$1.2M+$47.0K2026-10-13
Woodley Farra Manion Portfolio Management Inc
INCREASED1,7731,763+10+1%$1.1M$1.2M+$72.4K2026-11-05
RMG Wealth Management LLC
INCREASED1,7721,762+10+1%$1.1M$1.1M+$41.1K2026-10-26
Atwood & Palmer Inc
UNCHANGED1,7681,76800%$1.1M$1.2M+$65.8K2026-10-08
Bill Few Associates, Inc.
DECREASED1,7671,833-66-4%$1.2M$1.2M+$24.0K2026-10-09
Trilogy Capital Inc.
INCREASED1,7661,714+52+3%$1.1M$1.2M+$98.7K2026-10-20
Howard Capital Management, LLC
DECREASED1,7471,765-18-1%$1.1M$1.2M+$53.6K2026-10-16
Cedar Point Capital Partners, LLC
UNCHANGED1,7381,73800%$1.1M$1.2M+$64.7K2026-10-29
Narwhal Capital Management
INCREASED1,720643+1,077+168%$407.9K$1.2M+$747.2K2026-11-04
Burke & Herbert Bank & Trust Co
DECREASED1,7181,722-40%$1.1M$1.2M+$61.4K2026-11-02
Arcataur Capital Management LLC
DECREASED1,7101,720-10-1%$1.1M$1.1M+$57.3K2026-10-21
Portfolio Design Labs, LLC
INCREASED1,7091,701+8+0%$1.1M$1.1M+$68.7K2026-11-04
Vaquero Private Wealth, LTD
DECREASED1,7081,711-30%$1.1M$1.1M+$61.7K2026-10-27
Peoples Bank
INCREASED1,7071,687+20+1%$1.1M$1.1M+$76.2K2026-10-26
Visionary Wealth Advisors
DECREASED1,7001,884-184-10%$1.2M$1.1M-$53.1K2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED1,6951,673+22+1%$1.1M$1.1M+$77.0K2026-10-15
Sterling Wealth Management, Inc.
UNCHANGED1,6951,69500%$1.1M$1.1M+$63.1K2026-10-23
Jnba Financial Advisors
UNCHANGED1,6941,69400%$1.1M$1.1M+$63.1K2026-11-03
NBH Bank
INCREASED1,6911,649+42+3%$1.0M$1.1M+$89.6K2026-11-05
Provenance Wealth Advisors, LLC
INCREASED1,683855+828+97%$542.4K$1.1M+$588.1K2026-10-30
3Chopt Investment Partners, LLC
INCREASED1,6831,619+64+4%$1.0M$1.1M+$103.1K2026-10-30
1900 Wealth Management LLC
INCREASED1,6831,678+5+0%$1.1M$1.1M+$65.8K2026-10-13
Stiles Financial Services Inc
DECREASED1,6821,695-13-1%$1.1M$1.1M+$54.5K2026-10-30
Schear Investment Advisers, LLC
DECREASED1,6812,264-583-26%$1.4M$1.1M-$306.7K2026-10-14
Tempo Wealth, LLC
INCREASED1,6811,326+355+27%$840.9K$1.1M+$288.2K2026-10-14
Childress Capital Advisors, LLC
INCREASED1,6641,415+249+18%$897.7K$1.1M+$219.9K2026-10-28
Townsend Asset Management Corp
UNCHANGED1,6581,65800%$1.1M$1.1M+$61.8K2026-10-29
Sterling Investment Counsel, LLC
INCREASED1,6571,639+18+1%$1.0M$1.1M+$72.5K2026-10-19
Manchester Capital Management LLC
DECREASED1,6551,682-27-2%$1.1M$1.1M+$44.5K2026-10-22
Oakworth Capital, Inc.
INCREASED1,6521,627+25+2%$1.0M$1.1M+$77.3K2026-10-26
Advocate Investing Services LLC
UNCHANGED1,6501,65000%$1.0M$1.1M+$61.4K2026-10-26
Sunbeam Capital Management, LLC
DECREASED1,6471,697-50-3%$1.1M$1.1M+$29.2K2026-11-05
Reynders McVeigh Capital Management, LLC
DECREASED1,6432,042-399-20%$1.3M$1.1M-$193.0K2026-10-30
Northside Capital Management, LLC
INCREASED1,6391,634+5+0%$1.0M$1.1M+$64.2K2026-10-13
Lanark Financial, Inc.
INCREASED1,6301,625+5+0%$1.0M$1.1M+$63.3K2026-10-26
First Pacific Financial
DECREASED1,6231,655-32-2%$1.0M$1.1M+$40.7K2026-10-14
Means Investment Co., Inc.
INCREASED1,6211,618+3+0%$1.0M$1.1M+$62.4K2026-11-03
S-Bank Fund Management Ltd
INCREASED1,6201,542+78+5%$978.1K$1.1M+$109.8K2026-11-06
Signet Investment Advisory Group, Inc.
DECREASED1,6191,659-40-2%$1.1M$1.1M+$34.9K2026-10-30
Accurate Wealth Management, LLC
DECREASED1,6141,647-33-2%$966.6K$1.0M+$82.2K2026-10-20
Soltis Investment Advisors LLC
INCREASED1,6071,091+516+47%$692.2K$1.1M+$386.9K2026-10-28
Canopy Partners, LLC
INCREASED1,6001,507+93+6%$955.9K$1.1M+$118.5K2026-10-28
Guardian Investment Management
UNCHANGED1,5981,59800%$1.0M$1.1M+$59.5K2026-10-23
Vista Investment Partners LLC
UNCHANGED1,5961,59600%$1.0M$1.1M+$59.4K2026-10-08
Summit Financial Wealth Advisors, LLC
INCREASED1,5931,514+79+5%$960.4K$1.1M+$109.5K2026-10-15
Chesley Taft & Associates LLC
UNCHANGED1,5911,59100%$1.0M$1.1M+$59.2K2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED1,5881,611-23-1%$1.0M$1.1M+$44.5K2026-11-02
Harrell Investment Partners, LLC
DECREASED1,5701,577-70%$1.0M$1.1M+$53.8K2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED1,5681,422+146+10%$902.1K$1.1M+$151.3K2026-10-13
Silverlake Wealth Management LLC
INCREASED1,5681,565+3+0%$993.0K$1.1M+$59.8K2026-10-21
G&S Capital LLC
INCREASED1,5671,561+6+0%$990.2K$1.1M+$62.1K2026-10-23
Integrity Advisory Solutions, LLC
INCREASED1,5651,481+84+6%$939.7K$1.1M+$111.7K2026-10-29
Tableaux LLC
UNCHANGED1,5521,55200%$984.5K$1.0M+$57.8K2026-10-23
Birinyi Associates Inc
UNCHANGED1,5501,55000%$983.0K$1.0M+$58.0K2026-10-28
Boyd Wealth Management, LLC
INCREASED1,5441,396+148+11%$885.5K$1.0M+$151.3K2026-10-20
SeaCrest Wealth Management, LLC
DECREASED1,5401,608-68-4%$1.0M$1.0M+$14.4K2026-10-21
Gerber Kawasaki Wealth & Investment Management
DECREASED1,5391,780-241-14%$1.1M$1.0M-$95.6K2026-10-29
Meriwether Wealth & Planning, LLC
DECREASED1,5211,523-20%$966.1K$1.0M+$55.3K2026-10-13
Mechanics Bank Trust Department
DECREASED1,5191,642-123-7%$1.0M$1.0M-$21.5K2026-10-13
First Bank & Trust
DECREASED1,5191,547-28-2%$981.3K$1.0M+$38.8K2026-10-19
Wynn Capital, LLC
DECREASED1,5171,522-50%$965.5K$1.0M+$53.3K2026-10-13
Evansbrook LLC
INCREASED1,5121,472+40+3%$933.7K$1.0M+$81.7K2026-10-16
First Heartland Consultants, Inc.
INCREASED1,5061,423+83+6%$902.7K$1.0M+$108.7K2026-10-08
Van Cleef Asset Management,Inc
UNCHANGED1,5001,50000%$951.5K$1.0M+$55.8K2026-10-20
Argyle Capital Partners, LLC
DECREASED1,4971,516-19-1%$962.0K$1.0M+$43.7K2026-10-23
Prudent Man Advisors, LLC
DECREASED1,4881,536-48-3%$1.5M$1.5M+$53.2K2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED1,4871,48700%$943.3K$998.7K+$55.4K2026-10-13
LexAurum Advisors, LLC
DECREASED1,4831,497-14-1%$949.4K$996.2K+$46.9K2026-10-19
Cadent Capital Advisors, LLC
INCREASED1,4831,472+11+1%$933.9K$995.7K+$61.8K2026-10-09
Doliver Advisors, LP
DECREASED1,4791,488-9-1%$943.9K$993.2K+$49.3K2026-10-01
TrustBank
DECREASED1,4691,475-60%$935.6K$986.5K+$50.9K2026-10-20
Bath Savings Trust Co
DECREASED1,4611,473-12-1%$934.4K$981.1K+$46.8K2026-10-07
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED1,4481,322+126+10%$838.8K$972.5K+$133.6K2026-10-28
Advisor OS, LLC
DECREASED1,4461,557-111-7%$987.4K$971.5K-$15.9K2026-11-03
Stableford Capital II LLC
DECREASED1,4451,488-43-3%$943.9K$970.4K+$26.5K2026-10-09
SAX Wealth Advisors, LLC
INCREASED1,439764+675+88%$430.3K$966.5K+$536.2K2026-10-13
Grandfield & Dodd, LLC
UNCHANGED1,4391,43900%$912.8K$966.4K+$53.6K2026-10-29
Adamsbrown Wealth Consultants LLC
INCREASED1,4371,432+5+0%$908.6K$965.1K+$56.5K2026-10-20
Bell Bank
DECREASED1,4361,437-10%$911.5K$964.3K+$52.8K2026-10-21
JSF Financial, LLC
INCREASED1,4341,216+218+18%$771.6K$962.7K+$191.1K2026-10-22
Poehling Capital Management, Inc.
UNCHANGED1,4331,43300%$909.0K$962.3K+$53.3K2026-10-20
Verdence Capital Advisors LLC
INCREASED1,4191,383+36+3%$877.4K$952.6K+$75.2K2026-10-26
Howland Capital Management LLC
INCREASED1,4071,402+5+0%$891.6K$947.2K+$55.5K2026-10-22
Connecticut Wealth Management, LLC
UNCHANGED1,4061,40600%$891.9K$944.2K+$52.3K2026-10-13
Adirondack Trust Co
INCREASED1,4041,358+46+3%$861.4K$942.8K+$81.4K2026-10-14
Towne Trust Company, N.a
UNCHANGED1,4011,40100%$888.7K$940.8K+$52.1K2026-10-28
Legacy Wealth Asset Management, LLC
INCREASED1,3971,389+8+1%$881.1K$938.2K+$57.1K2026-10-09
Triangle Securities Wealth Management
UNCHANGED1,3931,39300%$883.6K$935.5K+$51.8K2026-10-14
Eads & Heald Wealth Management
DECREASED1,3921,453-61-4%$921.7K$934.8K+$13.1K2026-10-29
Triad Wealth Partners, LLC
INCREASED1,3901,371+19+1%$829.7K$933.3K+$103.6K2026-10-26
Salem Investment Counselors Inc
INCREASED1,3881,260+128+10%$801.1K$934.2K+$133.1K2026-10-13
Prairiewood Capital, LLC
INCREASED1,3871,342+45+3%$851.3K$931.4K+$80.2K2026-10-16
Pathway Financial Advisers, LLC
INCREASED1,3851,360+25+2%$862.9K$930.0K+$67.1K2026-10-27
Kozak & Associates, Inc.
INCREASED1,3851,382+3+0%$867.3K$887.6K+$20.4K2026-10-29
Leelyn Smith, LLC
DECREASED1,3651,368-30%$867.5K$917.0K+$49.5K2026-11-03
Financial Security Advisor, Inc.
DECREASED1,3631,447-84-6%$917.9K$915.2K-$2.7K2026-11-03
Bangor Savings Bank
UNCHANGED1,3631,36300%$864.6K$915.3K+$50.7K2026-10-06
Country Trust Bank
UNCHANGED1,3611,36100%$863.3K$914.0K+$50.7K2026-10-30
Baldwin Wealth Partners LLC
DECREASED1,3581,366-8-1%$866.5K$912.0K+$45.5K2026-10-13
TCI Wealth Advisors, Inc.
INCREASED1,3531,271+82+6%$806.2K$908.6K+$102.4K2026-10-30
Waldron Private Wealth LLC
DECREASED1,3512,025-674-33%$1.3M$906.8K-$377.3K2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED1,3491,362-13-1%$864.0K$905.9K+$42.0K2026-10-27
Redmond Asset Management, LLC
DECREASED1,3421,375-33-2%$872.2K$901.2K+$29.0K2026-10-27
Diversified Enterprises, LLC
INCREASED1,3411,311+30+2%$831.6K$900.6K+$69.0K2026-10-19
Old Port Advisors
INCREASED1,3411,331+10+1%$844.3K$900.6K+$56.3K2026-10-23
Magnus Financial Group LLC
INCREASED1,3361,317+19+1%$835.5K$897.4K+$61.9K2026-10-21
Highland Capital Management, LLC
UNCHANGED1,3321,33200%$844.9K$894.5K+$49.6K2026-10-26
BAR Harbor Wealth Management
DECREASED1,3281,333-50%$845.6K$891.8K+$46.3K2026-10-21
Mann Financial Group, Inc.
UNCHANGED1,3281,32800%$842.4K$891.8K+$49.4K2026-10-15
Angeles Wealth Management, LLC
DECREASED1,3231,472-149-10%$936.1K$890.6K-$45.5K2026-10-26
Pettinga Financial Advisors LLC
UNCHANGED1,3221,32200%$838.6K$887.8K+$49.2K2026-10-13
Discipline Wealth Solutions, LLC
INCREASED1,3211,320+1+0%$837.5K$887.3K+$49.8K2026-10-14
Quadcap Wealth Management, LLC
DECREASED1,3101,351-41-3%$856.7K$879.6K+$22.8K2026-11-02
Crystal Rock Capital Management
NEW1,300—+1,300——$873.0K—2026-10-28
Western Financial Corp
INCREASED1,2961,287+9+1%$816.4K$870.4K+$54.0K2026-10-14
Bank of Stockton
DECREASED1,2941,434-140-10%$909.6K$869.0K-$40.6K2026-10-20
MSH Capital Advisors LLC
INCREASED1,2941,290+4+0%$818.3K$869.0K+$50.7K2026-11-03
RKL Wealth Management LLC
DECREASED1,2861,869-583-31%$1.2M$863.9K-$321.6K2026-10-16
Kohmann Bosshard Financial Services, LLC
UNCHANGED1,2801,28000%$811.9K$859.6K+$47.6K2026-11-04
Investment Partners, Ltd.
NEW1,279—+1,279——$859.1K—2026-10-29
Matisse Capital
UNCHANGED1,2791,27900%$811.3K$858.9K+$47.6K2026-10-29
WealthPlan Investment Management, LLC
INCREASED1,2751,231+44+4%$781.2K$856.3K+$75.1K2026-10-15
Private Management Group Inc
INCREASED1,2741,265+9+1%$802.4K$855.6K+$53.1K2026-11-04
Wealth Management Nebraska
UNCHANGED1,2731,27300%$807.5K$854.9K+$47.4K2026-10-26
Americana Partners, LLC
DECREASED1,2661,288-22-2%$817.0K$850.2K+$33.2K2026-10-28
Bond & Devick Financial Network, Inc.
INCREASED1,2651,125+140+12%$713.6K$849.5K+$135.9K2026-10-23
Griffin Asset Management, Inc.
UNCHANGED1,2601,26000%$799.3K$846.2K+$46.9K2026-10-22
Legacy Private Trust Co.
DECREASED1,2571,321-64-5%$837.9K$844.1K+$6.2K2026-10-06
Wealth Preservation Advisors, LLC
INCREASED1,2571,246+11+1%$790.4K$844.1K+$53.8K2026-11-05
Beirne Wealth Consulting Services, LLC
UNCHANGED1,2551,25500%$798.1K$844.8K+$46.7K2026-10-19
Harvey Investment Co LLC
UNCHANGED1,2531,25300%$795.0K$841.0K+$46.0K2026-10-20
Farmers & Merchants Investments Inc
DECREASED1,2521,265-13-1%$802.4K$840.8K+$38.4K2026-10-22
Founders Financial Securities LLC
INCREASED1,2511,250+1+0%$792.7K$840.4K+$47.7K2026-10-28
Summit Financial Strategies, Inc.
UNCHANGED1,2471,24700%$790.9K$837.3K+$46.4K2026-10-14
Hickory Point Bank & Trust
DECREASED1,2421,254-12-1%$795.5K$834.1K+$38.6K2026-10-01
Prairie Advisory, LLC
INCREASED1,236618+618+100%$392.0K$830.0K+$438.0K2026-10-19
Cooper Financial Group
INCREASED1,2351,227+8+1%$778.4K$829.6K+$51.2K2026-10-07
Power Wealth Management LLC
DECREASED1,2291,272-43-3%$806.9K$825.4K+$18.5K2026-10-27
Gutierrez Wealth Advisory, LLC
INCREASED1,2271,158+69+6%$734.7K$824.2K+$89.5K2026-11-02
Aspiriant, LLC
INCREASED1,2261,153+73+6%$731.4K$823.3K+$91.9K2026-10-16
CRA Financial Services, LLC
INCREASED1,2241,207+17+1%$765.4K$821.7K+$56.3K2026-10-16
Fulton Breakefield Broenniman LLC
UNCHANGED1,2211,22100%$774.5K$820.2K+$45.7K2026-11-03
Alternative Investment Advisors, Llc.
DECREASED1,2181,221-30%$774.6K$819.1K+$44.4K2026-11-03
Wealth Group, Ltd.
DECREASED1,2165,114-3,898-76%$3.2M$817.0K-$2.4M2026-10-30
TKG Advisors, LLC
INCREASED1,2161,116+100+9%$707.9K$816.6K+$108.7K2026-11-02
Principle Wealth Partners LLC
INCREASED1,2151,214+1+0%$770.1K$816.5K+$46.5K2026-11-02
J. Derek Lewis & Associates Inc.
DECREASED1,2111,233-22-2%$782.1K$813.2K+$31.1K2026-11-03
Legacy Advisors, LLC
DECREASED1,2101,317-107-8%$835.6K$812.7K-$22.9K2026-10-19
OFS Enterprise LLC
INCREASED1,2061,205+1+0%$764.4K$809.7K+$45.3K2026-10-16
Trueblood Wealth Management, LLC
INCREASED1,1931,192+1+0%$756.1K$801.3K+$45.2K2026-10-23
Mokosak Advisory Group, LLC
INCREASED1,1901,188+2+0%$753.5K$799.6K+$46.1K2026-10-20
Globalt Investments LLC / GA
DECREASED1,1871,192-50%$756.2K$797.2K+$41.0K2026-10-27
TBH Global Asset Management, LLC
DECREASED1,1871,188-10%$753.8K$796.9K+$43.0K2026-11-03
Essex Investment Management Co LLC
NEW1,186—+1,186——$796.5K—2026-10-19
Northern Financial Advisors Inc
DECREASED1,1861,205-19-2%$764.4K$796.5K+$32.1K2026-10-29
Impact Capital Partners LLC
INCREASED1,1701,161+9+1%$736.5K$785.7K+$49.3K2026-10-22
Covestor Ltd
DECREASED1,1691,189-20-2%$755.0K$785.0K+$30.0K2026-10-30
Kane Co Wealth Management, Inc.
UNCHANGED1,1691,16900%$741.5K$781.0K+$39.5K2026-11-04
Quadrant Private Wealth Management, LLC
NEW1,168—+1,168——$786.0K—2026-11-04
Barlow Wealth Partners, LLC
INCREASED1,167667+500+75%$398.0K$796.8K+$398.8K2026-10-15
Spire Wealth Management
DECREASED1,1561,385-229-17%$878.4K$776.4K-$102.0K2026-10-30
Golden State Wealth Management, LLC
INCREASED1,154680+474+70%$431.8K$775.0K+$343.2K2026-11-02
Conning Inc.
DECREASED1,1471,155-8-1%$732.7K$770.3K+$37.6K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,1461,158-12-1%$734.6K$769.9K+$35.3K2026-10-14
Nvwm, LLC
INCREASED1,1441,138+6+1%$722.0K$768.4K+$46.4K2026-10-14
Shepherd Street Advisors LLC
UNCHANGED1,1391,13900%$671.4K$707.2K+$35.8K2026-10-21
Spectrum Asset Management, Inc. (NB )
INCREASED1,1361,133+3+0%$720.6K$764.8K+$44.1K2026-10-19
Next Level Private LLC
INCREASED1,1351,097+38+3%$695.9K$762.2K+$66.3K2026-10-20
Capital Investment Counsel, Inc
DECREASED1,1341,245-111-9%$789.7K$761.5K-$28.2K2026-10-20
Dale Q Rice Investment Management Ltd
UNCHANGED1,1341,13400%$719.3K$761.5K+$42.2K2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED1,130719+411+57%$456.4K$759.0K+$302.7K2026-10-26
Verity Asset Management, Inc.
DECREASED1,1291,159-30-3%$735.2K$758.2K+$23.0K2026-10-30
First Affirmative Financial Network
NEW1,124—+1,124——$755.1K—2026-10-21
AA Financial Advisors, LLC
DECREASED1,1201,129-9-1%$716.2K$752.1K+$36.0K2026-10-19
Weil Company, Inc.
UNCHANGED1,1201,12000%$710.5K$752.1K+$41.7K2026-10-14
FSM Wealth Advisors, LLC
DECREASED1,1181,177-59-5%$746.5K$729.4K-$17.0K2026-10-27
Global Financial Private Client, LLC
INCREASED1,116969+147+15%$614.7K$749.5K+$134.8K2026-10-15
Seamount Financial Group Inc
UNCHANGED1,1151,11500%$707.3K$748.8K+$41.5K2026-10-21
Facet Wealth, Inc.
INCREASED1,113879+234+27%$557.6K$747.4K+$189.9K2026-11-04
BIP Wealth, LLC
INCREASED1,1111,107+4+0%$702.4K$746.3K+$43.9K2026-10-22
Perpetual Ltd
DECREASED1,1101,123-13-1%$712.4K$745.4K+$33.1K2026-10-13
Solidarity Wealth, LLC
INCREASED1,1071,072+35+3%$680.0K$743.4K+$63.4K2026-10-15
Verus Capital Partners, LLC
DECREASED1,1071,111-40%$705.0K$743.7K+$38.7K2026-11-03
Appleton Partners Inc
DECREASED1,1051,117-12-1%$709.0K$742.0K+$33.0K2026-10-30
Studio Investment Management LLC
DECREASED1,0981,381-283-20%$878.2K$739.1K-$139.1K2026-10-22
Sara-Bay Financial
UNCHANGED1,0951,09500%$694.6K$735.3K+$40.8K2026-10-21
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED1,0891,033+56+5%$655.5K$731.2K+$75.6K2026-10-13
AGP Franklin, LLC
UNCHANGED1,0851,08500%$688.2K$728.6K+$40.4K2026-11-04
Vann Equity Management LLC
DECREASED1,0841,260-176-14%$799.0K$728.2K-$70.8K2026-10-08
Wealth Dimensions Group, Ltd.
INCREASED1,0671,061+6+1%$672.8K$716.7K+$43.9K2026-11-02
Finer Wealth Management, Inc.
DECREASED1,0651,086-21-2%$688.6K$715.0K+$26.4K2026-10-16
Blue Capital, Inc.
DECREASED1,0541,281-227-18%$812.6K$707.8K-$104.8K2026-10-13
Gilliland Jeter Wealth Management LLC
INCREASED1,0521,047+5+0%$664.4K$706.6K+$42.2K2026-10-28
Karras Company, Inc.
DECREASED1,0511,072-21-2%$680.2K$706.0K+$25.9K2026-10-16
Sacks & Associates, LLC
INCREASED1,0501,049+1+0%$621.5K$704.9K+$83.4K2026-10-09
Root Financial Partners, LLC
INCREASED1,047862+185+21%$546.5K$702.8K+$156.3K2026-10-21
Benedict Financial Advisors Inc
DECREASED1,0461,072-26-2%$679.9K$702.5K+$22.6K2026-10-07
Baker Tilly Wealth Management, LLC
DECREASED1,0451,051-6-1%$666.9K$701.8K+$34.9K2026-10-05
Davidson Trust Co
DECREASED1,0381,128-90-8%$715.5K$697.1K-$18.5K2026-10-09
Novem Group
INCREASED1,0381,018+20+2%$645.4K$696.7K+$51.3K2026-10-19
Curbstone Financial Management Corp
UNCHANGED1,0381,03800%$658.4K$697.1K+$38.6K2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED1,0371,03700%$657.8K$657.8K$02026-11-03
Heritage Investors Management Corp
DECREASED1,0351,186-151-13%$752.0K$695.0K-$57.0K2026-10-29
Flagstone Financial Management
UNCHANGED1,0321,03200%$654.7K$693.1K+$38.4K2026-11-05
Eagle Strategies LLC
DECREASED1,0251,026-10%$650.7K$688.5K+$37.8K2026-10-16
Ledyard National Bank
INCREASED1,0191,018+1+0%$645.7K$684.3K+$38.6K2026-10-21
Smith Chas P & Associates PA Cpas
UNCHANGED1,0181,01800%$645.9K$653.6K+$7.7K2026-10-22
Eubel Brady & Suttman Asset Management Inc
UNCHANGED1,0171,01700%$645.0K$683.0K+$38.0K2026-11-04
Accredited Investors Inc.
INCREASED1,015367+648+177%$232.6K$681.4K+$448.9K2026-11-03
Sky Investment Group LLC
INCREASED1,014506+508+100%$321.0K$681.0K+$360.0K2026-10-30
Relyea Zuckerberg Hanson LLC
INCREASED1,013986+27+3%$625.4K$680.3K+$54.8K2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED1,0131,007+6+1%$638.8K$680.3K+$41.5K2026-10-16
Community Financial Services Group, LLC
INCREASED1,008843+165+20%$529.1K$672.6K+$143.5K2026-10-15
BankPlus Wealth Management LLC
INCREASED1,002948+54+6%$602.4K$672.5K+$70.0K2026-10-13
Sunpointe, LLC
DECREASED1,0001,104-104-9%$700.3K$671.6K-$28.8K2026-10-22
Constitution Capital LLC
UNCHANGED1,0001,00000%$634.3K$671.6K+$37.2K2026-10-23
Indiana Trust & Investment Management Co
DECREASED9981,023-25-2%$648.9K$670.2K+$21.3K2026-10-22
Lantz Financial LLC
INCREASED998986+12+1%$625.7K$670.0K+$44.3K2026-10-15
Creekside Partners
UNCHANGED99899800%$633.1K$670.2K+$37.1K2026-11-04
Shulman DeMeo Asset Management LLC
DECREASED9971,004-7-1%$636.8K$680.0K+$43.2K2026-10-09
Maia Wealth LLC
INCREASED996993+3+0%$629.9K$668.9K+$39.0K2026-10-19
Cranbrook Wealth Management, LLC
UNCHANGED99599500%$631.2K$668.2K+$37.0K2026-10-28
Catalyst Investment Management LLC
UNCHANGED99199100%$628.6K$665.5K+$36.9K2026-10-21
KG Capital Management
DECREASED989990-10%$627.9K$664.1K+$36.2K2026-10-15
Oslo Pensjonsforsikring AS
DECREASED9881,161-173-15%$736.5K$663.5K-$73.0K2026-10-15
Rational Advisors, Inc.
DECREASED9841,694-710-42%$1.1M$660.8K-$413.8K2026-11-02
Heck Capital Advisors, LLC
INCREASED983972+11+1%$617.1K$660.7K+$43.6K2026-10-14
One Day In July LLC
DECREASED982992-10-1%$629.3K$659.5K+$30.2K2026-10-30
Frederick Financial Consultants, LLC
INCREASED980979+1+0%$620.8K$657.9K+$37.1K2026-10-29
Petros Family Wealth, LLC
DECREASED978983-5-1%$623.5K$656.8K+$33.2K2026-10-28
Quantum Financial Partners LLC
INCREASED969334+635+190%$211.7K$650.6K+$438.9K2026-10-19
Focused Alpha, LLC
DECREASED9681,063-95-9%$674.3K$650.1K-$24.2K2026-10-20
Associated Banc-Corp
DECREASED968982-14-1%$622.9K$650.1K+$27.1K2026-10-30
Brown Miller Wealth Management, LLC
DECREASED9671,417-450-32%$898.8K$649.4K-$249.5K2026-11-02
Brady Martz Wealth Solutions, LLC
INCREASED967955+12+1%$605.8K$649.5K+$43.7K2026-11-05
Cypress Capital Group
DECREASED9652,485-1,520-61%$1.6M$648.0K-$928.3K2026-11-03
Resonant Capital Advisors, LLC
INCREASED965857+108+13%$545.0K$649.6K+$104.6K2026-10-15
Pathway Financial Advisors LLC
UNCHANGED96496400%$598.9K$647.4K+$48.5K2026-10-07
Plan A Wealth LLC
INCREASED960938+22+2%$595.0K$644.7K+$49.7K2026-10-08
Miller Financial Services LLC
DECREASED959973-14-1%$617.5K$643.8K+$26.3K2026-10-20
Personal CFO Solutions, LLC
DECREASED9571,322-365-28%$840.4K$644.4K-$196.0K2026-11-06
Hartford Financial Management Inc.
UNCHANGED95095000%$602.6K$638.0K+$35.4K2026-10-21
Midwest Financial Partners Investments, Inc.
UNCHANGED94994900%$602.0K$637.3K+$35.3K2026-10-08
Providence First Trust Co
INCREASED947686+261+38%$435.1K$636.0K+$200.9K2026-11-02
Retirement Planning Co of New England, Inc.
DECREASED943975-32-3%$618.7K$633.2K+$14.4K2026-10-15
SBI Securities Co., Ltd.
DECREASED942965-23-2%$612.1K$632.6K+$20.5K2026-10-22
CDM Financial Counseling Services, Inc.
INCREASED939924+15+2%$585.8K$630.5K+$44.6K2026-10-15
Princeton Global Asset Management LLC
DECREASED9371,033-96-9%$655.4K$629.2K-$26.2K2026-10-21
Hazlett, Burt & Watson, Inc.
INCREASED934910+24+3%$514.1K$534.1K+$20.0K2026-11-04
Pinnacle Bancorp, Inc.
DECREASED9331,012-79-8%$641.9K$626.6K-$15.4K2026-10-21
Lake Street Private Wealth, LLC
DECREASED931935-40%$593.1K$625.3K+$32.2K2026-10-22
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED9281,608-680-42%$1.0M$623.2K-$398.3K2026-10-21
New Covenant Trust Company, N.A.
INCREASED925864+61+7%$548.1K$621.2K+$73.1K2026-10-08
Aspen Investment Management Inc
UNCHANGED92592500%$587$621.0K+$620.4K2026-11-05
Global Assets Advisory, LLC
INCREASED923868+55+6%$546.0K$635.3K+$89.3K2026-10-28
Well Done, LLC
DECREASED9211,752-831-47%$1.1M$618.8K-$492.8K2026-10-20
Greenspring Advisors, LLC
NEW920—+920——$617.4K—2026-11-05
Ticino Wealth
INCREASED919884+35+4%$560.7K$617.2K+$56.4K2026-10-13
Silver Grove Financial Group, Inc.
INCREASED914803+111+14%$509.4K$613.8K+$104.4K2026-11-05
Ipswich Investment Management Co., Inc.
UNCHANGED91391300%$579.4K$613.4K+$34.0K2026-10-13
Garrett Wealth Advisory Group, LLC
INCREASED912911+1+0%$577.9K$612.5K+$34.6K2026-10-22
Consilium Wealth Advisory, LLC
UNCHANGED91191100%$577.9K$611.8K+$33.9K2026-10-14
GHP Investment Advisors, Inc.
DECREASED909953-44-5%$604.5K$610.7K+$6.2K2026-10-15
Werba Rubin Papier Wealth Management
INCREASED907881+26+3%$559.1K$609.3K+$50.1K2026-11-06
Bender Robert & Associates
DECREASED907912-5-1%$578.5K$609.1K+$30.6K2026-10-21
First Citizens Financial Corp
UNCHANGED90590500%$574.1K$607.8K+$33.7K2026-10-02
Blue Fin Capital, Inc.
UNCHANGED90390300%$572.8K$606.4K+$33.6K2026-10-28
MidAtlantic Capital Management, Inc.
UNCHANGED90090000%$570.9K$604.4K+$33.5K2026-11-05
Baring Financial LLC
DECREASED898927-29-3%$587.8K$602.7K+$14.9K2026-10-07
Myriad Asset Management US LP
UNCHANGED89889800%$570.0K$603.0K+$33.0K2026-11-03
Schmidt P J Investment Management Inc
INCREASED897885+12+1%$561.4K$602.4K+$41.0K2026-11-02
Insight Advisors, LLC/ PA
DECREASED893979-86-9%$621.0K$599.7K-$21.3K2026-10-22
Southern Michigan Bank & Trust
DECREASED8921,602-710-44%$1.0M$599.0K-$417.2K2026-10-19
Onyx Bridge Wealth Group LLC
DECREASED891895-40%$567.5K$598.2K+$30.7K2026-10-16
Lynch Investment Planning, LLC
INCREASED889887+2+0%$562.8K$597.3K+$34.5K2026-10-27
Gryphon Financial Partners LLC
UNCHANGED88888800%$563.4K$596.6K+$33.2K2026-11-04
Certuity, LLC
INCREASED886885+1+0%$561.5K$595.2K+$33.7K2026-11-02
Compass Financial Services Inc
INCREASED885883+2+0%$560.4K$594.3K+$33.9K2026-11-06
Lodestar Private Asset Management LLC
DECREASED882965-83-9%$612.1K$592.3K-$19.8K2026-10-26
Monarch Capital Management Inc
UNCHANGED88188100%$560.3K$593.1K+$32.8K2026-10-19
Missouri Trust & Investment Co
DECREASED880885-5-1%$524.5K$591.0K+$66.5K2026-11-04
Flagship Harbor Advisors, LLC
INCREASED879877+2+0%$556.4K$590.6K+$34.2K2026-10-26
Chapman Financial Group, LLC
DECREASED8771,042-165-16%$661.0K$589.0K-$72.0K2026-10-26
DDD Partners, LLC
INCREASED871859+12+1%$544.9K$585.0K+$40.0K2026-11-02
Tred Avon Family Wealth, LLC
UNCHANGED86886800%$550.6K$582.9K+$32.3K2026-10-20
Equitable Trust Co
INCREASED867811+56+7%$514.4K$582.2K+$67.8K2026-10-13
Beacon Financial Group
DECREASED8661,087-221-20%$689.5K$581.6K-$108.0K2026-10-19
Advisortrust Partners, LLC
DECREASED865967-102-11%$613.4K$580.9K-$32.5K2026-11-02
Howard Capital Management Group, LLC
UNCHANGED86586500%$548.7K$580.9K+$32.2K2026-10-16
RWC Asset Management LLP
INCREASED863835+28+3%$529.7K$579.5K+$49.9K2026-10-22
Gratus Wealth Advisors, LLC
UNCHANGED86386300%$547.4K$579.5K+$32.1K2026-10-26
Diversified Management Inc
INCREASED852785+67+9%$497.9K$572.2K+$74.2K2026-10-08
Diversified Portfolios, Inc.
UNCHANGED85285200%$540.4K$572.2K+$31.7K2026-11-04
Kestra Investment Management, LLC
DECREASED8501,414-564-40%$896.7K$571.1K-$325.6K2026-11-04
Nadler Financial Group, Inc.
INCREASED850849+1+0%$538.3K$571.0K+$32.6K2026-10-23
Pictet North America Advisors SA
INCREASED848710+138+19%$450.4K$569.5K+$119.1K2026-10-21
Abacus Wealth Partners, LLC
INCREASED848830+18+2%$526.5K$569.5K+$43.0K2026-11-03
Firethorn Wealth Partners, LLC
UNCHANGED84884800%$537.6K$569.4K+$31.8K2026-10-14
Asio Capital, LLC
INCREASED842482+360+75%$305.7K$565.4K+$259.7K2026-10-19
StoneX Group Inc.
INCREASED841665+176+26%$422.7K$565.6K+$143.0K2026-11-03
Fortitude Advisory Group L.L.C.
INCREASED841813+28+3%$515.7K$564.8K+$49.1K2026-10-15
Alamar Capital Management, LLC
UNCHANGED84084000%$534.2K$565.5K+$31.3K2026-11-02
YHB Investment Advisors, Inc.
DECREASED838846-8-1%$536.6K$562.8K+$26.1K2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED83683600%$530.3K$561.4K+$31.1K2026-10-20
Sovran Advisors, LLC
INCREASED835536+299+56%$343.2K$550.9K+$207.7K2026-11-02
Vestor Capital, LLC
NEW833—+833——$237—2026-11-04
Uptick Partners, LLC
DECREASED829908-79-9%$575.9K$556.9K-$19.0K2026-11-04
Tenet Wealth Partners, LLC
INCREASED829826+3+0%$516.3K$556.7K+$40.4K2026-10-19
Summa Corp.
INCREASED828490+338+69%$310.8K$556.6K+$245.8K2026-10-30
Verum Partners LLC
INCREASED820809+11+1%$513.1K$550.6K+$37.5K2026-10-21
S.A. Mason LLC
UNCHANGED82082000%$520.2K$550.7K+$30.5K2026-10-13
Putney Financial Group LLC
INCREASED818779+39+5%$494.1K$549.3K+$55.2K2026-10-30
Roberts Wealth Advisors, LLC
UNCHANGED81881800%$518.9K$549.3K+$30.4K2026-10-14
SFE Investment Counsel
DECREASED814834-20-2%$529.0K$546.6K+$17.6K2026-10-29
Sterling Financial Planning, Inc.
DECREASED810822-12-1%$521.4K$544.0K+$22.5K2026-10-28
Linden Thomas Advisory Services, LLC
INCREASED807733+74+10%$465.0K$541.9K+$77.0K2026-10-19
Phillips Financial Management, LLC
INCREASED804797+7+1%$505.6K$539.9K+$34.4K2026-10-19
Fortem Financial Group, LLC
INCREASED800700+100+14%$444.0K$537.2K+$93.2K2026-10-20
Marotta Asset Management
UNCHANGED80080000%$502.1K$537.2K+$35.1K2026-10-02
Pines Wealth Management, LLC
DECREASED799841-42-5%$533.5K$536.6K+$3.1K2026-10-21
Tectonic Advisors LLC
INCREASED798794+4+1%$503.8K$536.0K+$32.2K2026-10-22
MTM Investment Management, LLC
INCREASED797796+1+0%$505.1K$535.2K+$30.1K2026-10-30
SmartHarvest Portfolios, LLC
DECREASED7961,036-240-23%$657.1K$534.4K-$122.7K2026-10-26
626 Financial, LLC
INCREASED794783+11+1%$496.7K$533.2K+$36.5K2026-11-04
Financial Perspectives, Inc
UNCHANGED79079000%$501.1K$530.5K+$29.4K2026-11-03
PFG Advisors
DECREASED788811-23-3%$514.6K$529.3K+$14.7K2026-10-16
Pflug Koory, LLC
DECREASED784786-20%$498.6K$526.5K+$27.9K2026-10-26
SteelPeak Wealth, LLC
INCREASED782655+127+19%$416.8K$526.7K+$109.9K2026-10-16
FWG Investments, Llc.
DECREASED782785-30%$497.8K$524.8K+$27.1K2026-11-03
CFS Investment Advisory Services, LLC
INCREASED779765+14+2%$475.5K$532.2K+$56.6K2026-10-19
Black Diamond Financial, LLC
INCREASED775630+145+23%$399.6K$520.5K+$120.8K2026-10-26
Cromwell Holdings LLC
UNCHANGED77377300%$491.6K$520.4K+$28.8K2026-10-28
Alhambra Investment Management LLC
DECREASED772773-10%$490.6K$518.7K+$28.1K2026-10-15
Cape Investment Advisory, Inc.
DECREASED769770-10%$488.3K$516.4K+$28.2K2026-10-13
Mcdonald Partners LLC
UNCHANGED76976900%$487.8K$516.4K+$28.6K2026-11-03
Waters Parkerson & Co., LLC
UNCHANGED76876800%$487.2K$515.8K+$28.6K2026-11-04
Income Insurance Ltd
UNCHANGED76776700%$486.5K$515.1K+$28.5K2026-10-21
Cahaba Wealth Management, Inc.
DECREASED766769-30%$488.0K$514.7K+$26.7K2026-10-26
XY Planning Network, Inc.
INCREASED765748+17+2%$474.6K$513.8K+$39.3K2026-10-14
Financial Planning Hawaii, Inc.
DECREASED7631,198-435-36%$759.9K$512.4K-$247.5K2026-10-13
Heartwood Wealth Advisors LLC
INCREASED763711+52+7%$451.0K$512.4K+$61.4K2026-10-05
Bryn Mawr Trust Advisors, LLC
DECREASED762906-144-16%$574.9K$511.9K-$62.9K2026-11-04
Seven Hills Financial, LLC
NEW761—+761——$511.1K—2026-10-13
Braeburn Wealth Management LLC
NEW756—+756——$507.7K—2026-10-15
Summit Global Investments
INCREASED756722+34+5%$458.0K$508.0K+$50.0K2026-10-28
Invera Wealth Advisors, LLC
INCREASED752686+66+10%$435.2K$505.0K+$69.9K2026-10-28
Versant Capital Management, Inc
INCREASED752709+43+6%$449.7K$505.0K+$55.3K2026-10-02
Independent Wealth Network Inc.
DECREASED748749-10%$475.1K$502.5K+$27.3K2026-10-19
Carlson Financial, Inc.
DECREASED742798-56-7%$506.3K$498.1K-$8.2K2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
DECREASED741884-143-16%$560.8K$497.8K-$62.9K2026-10-08
San Luis Wealth Advisors LLC
DECREASED739786-47-6%$498.9K$496.3K-$2.6K2026-10-27
Crew Capital Management, Ltd
UNCHANGED73673600%$466.9K$494.3K+$27.4K2026-10-28
South Shore Capital Advisors
UNCHANGED73573500%$466.2K$493.6K+$27.4K2026-10-20
Smith Salley Wealth Management
INCREASED734680+54+8%$431.4K$492.6K+$61.2K2026-11-03
Sound Income Strategies, LLC
DECREASED734742-8-1%$470.9K$478.7K+$7.8K2026-10-09
Galvin, Gaustad & Stein, LLC
UNCHANGED72572500%$460.2K$487.2K+$27.0K2026-10-08
Oakmont Investment Advisors, Inc.
INCREASED720718+2+0%$457.7K$486.0K+$28.3K2026-10-21
Ejmk Ventures LLC
INCREASED718661+57+9%$419.9K$482.8K+$62.9K2026-10-21
TD Private Client Wealth LLC
INCREASED704661+43+7%$419.3K$472.8K+$53.5K2026-10-28
Victrix Investment Advisors
UNCHANGED70470400%$446.6K$472.8K+$26.2K2026-10-13
Encompass Wealth Advisors, LLC
INCREASED702345+357+103%$218.8K$471.4K+$252.6K2026-10-15
Lewis Asset Management, LLC
INCREASED700614+86+14%$389.4K$470.9K+$81.5K2026-10-14
Quantum Financial Advisors, LLC
INCREASED697652+45+7%$413.3K$467.7K+$54.5K2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED696599+97+16%$381.0K$468.7K+$87.7K2026-10-16
Advantage Trust Co
UNCHANGED69569500%$440.9K$466.7K+$25.9K2026-10-19
Shearwater Capital LLC
UNCHANGED69269200%$438.8K$464.5K+$25.7K2026-10-13
Sigma Investment Counselors Inc
INCREASED687680+7+1%$431.4K$461.4K+$30.0K2026-10-27
First United Bank & Trust
DECREASED687689-20%$437.1K$461.4K+$24.3K2026-10-22
Alchemi Wealth, LLC
INCREASED686677+9+1%$430.0K$461.3K+$31.3K2026-11-04
Viewpoint Capital Management LLC
UNCHANGED68668600%$435.2K$460.7K+$25.5K2026-10-27
Strategic Blueprint, LLC
INCREASED684350+334+95%$222.0K$459.4K+$237.4K2026-10-22
BCS Wealth Management
INCREASED683676+7+1%$429.0K$458.9K+$29.9K2026-11-03
Beacon Financial Advisory LLC
INCREASED671646+25+4%$409.8K$450.6K+$40.8K2026-10-16
Symmetry Partners, LLC
NEW665—+665——$446.5K—2026-10-27
Collective Family Office LLC
DECREASED665693-28-4%$439.6K$446.6K+$7.0K2026-10-05
Journey Retirement Planning & Investment Management LLC
DECREASED662795-133-17%$504.2K$445.2K-$59.0K2026-10-09
Seed Wealth Management, Inc.
DECREASED656726-70-10%$460.5K$440.5K-$20.0K2026-10-20
Newton One Investments LLC
INCREASED655653+2+0%$414.3K$439.8K+$25.5K2026-10-14
West Bancorporation Inc
NEW653—+653——$438.5K—2026-10-29
Landaas & Co
INCREASED649397+252+63%$251.8K$435.8K+$184.0K2026-10-29
Verity & Verity, LLC
INCREASED647445+202+45%$282.3K$434.5K+$152.2K2026-10-23
Hamilton Capital, LLC
INCREASED645638+7+1%$404.7K$433.2K+$28.4K2026-10-08
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED6431,862-1,219-65%$1.2M$431.8K-$749.3K2026-10-26
Genesee Capital Advisors, LLC
DECREASED643667-24-4%$423.2K$432.0K+$8.8K2026-10-20
180 Wealth Advisors, LLC
INCREASED639609+30+5%$386.4K$429.2K+$42.8K2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED638781-143-18%$496.7K$429.6K-$67.2K2026-10-28
Gerald Baker Financial Group LLC
DECREASED638640-20%$405.8K$428.7K+$22.9K2026-10-09
Bingham Private Wealth, LLC
DECREASED637665-28-4%$421.8K$427.8K+$5.9K2026-11-05
Thrive Wealth Management, LLC
INCREASED637610+27+4%$387.1K$428.0K+$40.9K2026-10-13
Sheets Smith Wealth Management
UNCHANGED63563500%$402.6K$426.3K+$23.7K2026-10-16
Laurel Wealth Advisors LLC
DECREASED633653-20-3%$414.4K$425.3K+$10.9K2026-10-27
True Private Wealth Advisors
INCREASED631622+9+1%$394.6K$423.7K+$29.2K2026-10-19
Millennium Capital Advisors, LLC
UNCHANGED63163100%$400.3K$423.8K+$23.5K2026-10-16
Univest Financial Corp
UNCHANGED62862800%$398.4K$421.7K+$23.4K2026-11-05
Curated Wealth Partners LLC
NEW626—+626——$420.4K—2026-10-15
Primoris Wealth Advisors, LLC
DECREASED626631-5-1%$400.3K$420.4K+$20.1K2026-10-28
Dorato Capital Management
UNCHANGED62562500%$366.8K$410.5K+$43.8K2026-10-08
Redw Wealth LLC
INCREASED622610+12+2%$386.9K$417.7K+$30.8K2026-11-02
Vista Investment Partners II, LLC
DECREASED618649-31-5%$411.4K$414.8K+$3.4K2026-10-15
Hill Island Financial LLC
DECREASED617618-10%$392.0K$414.3K+$22.3K2026-10-20
Claro Advisors Inc.
INCREASED616354+262+74%$224.4K$413.2K+$188.8K2026-11-02
Moody Lynn Lieberson & Walker, LLC
DECREASED6153,102-2,487-80%$2.0M$413.0K-$1.6M2026-10-14
XXI Wealth, LLC
INCREASED614586+28+5%$371.7K$412.3K+$40.6K2026-10-22
Centerpoint Advisory Group
INCREASED614613+1+0%$388.8K$412.3K+$23.5K2026-10-23
Northland Securities, Inc.
DECREASED610630-20-3%$399.6K$409.6K+$10.0K2026-11-02
First Nebraska Trust Co
UNCHANGED61061000%$386.9K$409.6K+$22.7K2026-10-30
Haven Private, LLC
UNCHANGED61061000%$386.9K$409.6K+$22.7K2026-10-27
Wealth Alliance Advisory Group, LLC
INCREASED609608+1+0%$385.7K$409.0K+$23.3K2026-10-14
Acumen Wealth Advisors, LLC
DECREASED608619-11-2%$393.7K$409.3K+$15.6K2026-11-05
Waterfront Wealth Inc.
INCREASED608607+1+0%$356.4K$384.3K+$27.9K2026-11-03
Broadway Wealth Solutions, Inc.
UNCHANGED60660600%$384.4K$407.0K+$22.6K2026-10-21
Cortland Associates Inc
UNCHANGED60660600%$384.0K$407.0K+$23.0K2026-10-29
PW Nova Financial Services LLC
DECREASED601604-30%$383.4K$403.9K+$20.5K2026-10-15
Vermillion Wealth Management, Inc.
DECREASED6001,077-477-44%$682.6K$403.2K-$279.4K2026-10-26
Smith Thornton Advisors LLC
DECREASED600633-33-5%$370.7K$402.9K+$32.2K2026-10-16
Davidson Investment Advisors
INCREASED599596+3+1%$378.1K$402.3K+$24.2K2026-10-20
Strid Group, LLC
INCREASED598530+68+13%$336.2K$401.6K+$65.4K2026-10-28
XML Financial, LLC
UNCHANGED59759700%$378.8K$401.0K+$22.2K2026-10-29
Signature Equity Partners, LLC
INCREASED594284+310+109%$180.2K$398.7K+$218.5K2026-10-29
Legacy Financial Strategies, LLC
INCREASED592589+3+1%$373.6K$397.6K+$23.9K2026-10-15
MW Advisory, LLC
DECREASED591786-195-25%$498.6K$396.9K-$101.7K2026-10-19
Shepherd Financial Partners LLC
INCREASED591578+13+2%$366.7K$396.8K+$30.1K2026-11-03
Kelleher Financial Advisors
DECREASED590724-134-19%$459.3K$396.2K-$63.0K2026-10-30
Polaris Financial Partners
NEW586—+586——$396—2026-10-02
Southland Equity Partners LLC
DECREASED586611-25-4%$387.8K$393.3K+$5.5K2026-10-14
Abel Hall, LLC
INCREASED585579+6+1%$367.5K$393.1K+$25.6K2026-10-19
Morton Capital Management LLC
DECREASED585586-10%$371.9K$392.5K+$20.7K2026-10-23
Northbridge Financial Group, LLC
INCREASED583480+103+21%$304.5K$398.1K+$93.6K2026-11-05
Dahring | Cusmano LLC
NEW582—+582——$390.7K—2026-11-03
Earned Wealth Advisors, LLC
INCREASED582526+56+11%$333.4K$390.6K+$57.2K2026-11-06
Freestate Advisors LLC
INCREASED582581+1+0%$368.4K$391.0K+$22.6K2026-10-09
Radnor Capital Management, LLC
UNCHANGED58258200%$369.2K$390.8K+$21.7K2026-10-23
Teza Capital Management LLC
INCREASED581439+142+32%$278.5K$390.2K+$111.7K2026-10-23
First National Bank Sioux Falls
UNCHANGED58158100%$339.4K$390.2K+$50.8K2026-10-13
Fermata Advisors, LLC
DECREASED580582-20%$369.5K$389.4K+$19.9K2026-10-13
Clear Creek Financial Management, LLC
DECREASED5791,105-526-48%$700.6K$388.8K-$311.8K2026-10-28
First Growth Capital LLC
INCREASED579577+2+0%$365.7K$388.5K+$22.8K2026-10-15
Fiscal Wisdom Wealth Management, LLC
INCREASED578510+68+13%$323.5K$388.2K+$64.6K2026-10-16
Deseret Mutual Benefit Administrators
DECREASED577585-8-1%$371.1K$387.5K+$16.4K2026-11-04
Willow Creek Wealth Management Inc.
INCREASED577576+1+0%$365.9K$387.5K+$21.6K2026-10-26
Silvia Mccoll Wealth Management, LLC
UNCHANGED57757700%$366.0K$387.5K+$21.5K2026-10-07
Simon Quick Advisors, LLC
DECREASED576788-212-27%$500.0K$387.0K-$113.0K2026-10-26
Wealth Architects, LLC
INCREASED575376+199+53%$238.5K$386.1K+$147.6K2026-11-03
JB Capital LLC
INCREASED573572+1+0%$363.1K$385.0K+$21.9K2026-10-19
Argentarii, LLC
DECREASED572575-3-1%$355.3K$384.1K+$28.8K2026-10-28
Prosperity Planning, Inc.
NEW571—+571——$383.5K—2026-10-09
May Hill Capital, LLC
INCREASED571505+66+13%$320.3K$383.5K+$63.1K2026-11-03
Souders Financial Advisors
INCREASED570565+5+1%$358.6K$382.9K+$24.4K2026-11-03
LifeWealth Investments, LLC
NEW568—+568——$381.8K—2026-10-21
Dutch Asset Corp
INCREASED567536+31+6%$340.2K$380.8K+$40.6K2026-10-20
Traphagen Investment Advisors LLC
INCREASED566556+10+2%$352.6K$380.1K+$27.5K2026-10-14
Cambridge Advisors Inc.
UNCHANGED56656600%$359.0K$380.1K+$21.1K2026-10-19
Invested Advisors
DECREASED565597-32-5%$378.7K$379.4K+$7312026-10-23
Ariston Services Group
UNCHANGED56556500%$358.4K$379.4K+$21.0K2026-10-16
Zega Investments, LLC
DECREASED5641,553-989-64%$985.1K$378.8K-$606.4K2026-11-04
Private Client Services, LLC
INCREASED564534+30+6%$338.5K$378.9K+$40.4K2026-10-02
Westside Investment Management, Inc.
UNCHANGED56256200%$356.6K$379.4K+$22.8K2026-11-02
GAM Holding AG
DECREASED561630-69-11%$399.6K$376.7K-$22.9K2026-11-03
Gradient Investments LLC
DECREASED560713-153-21%$452.0K$375.8K-$76.2K2026-10-08
Douglas Lane & Associates, LLC
DECREASED560563-3-1%$356.8K$375.7K+$18.9K2026-10-09
Argonautica Private Wealth Management, Inc
UNCHANGED55955900%$354.6K$375.4K+$20.8K2026-11-02
Goldstein Advisors, LLC
INCREASED557549+8+1%$348.2K$374.1K+$25.8K2026-10-15
American National Bank & Trust
UNCHANGED55655600%$352.7K$373.4K+$20.7K2026-10-07
Raab & Moskowitz Asset Management LLC
UNCHANGED55655600%$352.5K$373.2K+$20.7K2026-11-02
Signal Advisors Wealth, LLC
INCREASED555511+44+9%$324.3K$373.0K+$48.6K2026-10-13
McAdam, LLC
INCREASED554499+55+11%$316.4K$371.9K+$55.5K2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED55455400%$351.4K$372.0K+$20.6K2026-10-15
Synergy Asset Management, LLC
DECREASED55229,486-28,934-98%$18.7M$370.7K-$18.3M2026-11-05
Schwartz Investment Counsel Inc
UNCHANGED55055000%$348.9K$369.4K+$20.5K2026-10-26
Asset One Wealth Management LLC
INCREASED546529+17+3%$311.8K$366.7K+$54.8K2026-11-02
Grandview Asset Management LLC
NEW545—+545——$365.7K—2026-10-19
Uniting Wealth Partners, LLC
INCREASED545501+44+9%$318.6K$366.9K+$48.3K2026-11-06
Taylor Financial Group, Inc.
UNCHANGED54554500%$345.7K$366.0K+$20.3K2026-11-02
Ehrlich Financial Group
DECREASED544556-12-2%$352.7K$365.3K+$12.6K2026-10-20
Peak Financial Management, Inc.
UNCHANGED54454400%$345.1K$365.3K+$20.2K2026-10-16
Reflection Asset Management
INCREASED543532+11+2%$337.5K$364.7K+$27.2K2026-10-28
Great Diamond Partners, LLC
DECREASED542543-10%$344.4K$364.0K+$19.5K2026-10-13
Belleair Asset Management, LLC
DECREASED541880-339-39%$558.2K$363.3K-$194.9K2026-11-03
Five Oceans Advisors
DECREASED540576-36-6%$365.4K$362.6K-$2.7K2026-10-22
Sendero Wealth Management, LLC
DECREASED539590-51-9%$374.3K$362.0K-$12.3K2026-10-14
MBE Wealth Management, LLC
DECREASED538543-5-1%$344.4K$361.3K+$16.9K2026-10-26
Enclave Advisors LLC
DECREASED536577-41-7%$366.2K$359.7K-$6.5K2026-10-14
Interchange Capital Partners, LLC
DECREASED535600-65-11%$380.9K$359.6K-$21.3K2026-10-28
Norway Savings Bank
DECREASED535565-30-5%$358.4K$359.3K+$8842026-10-20
IVC Wealth Advisors LLC
UNCHANGED53253200%$337.2K$357.2K+$20.0K2026-10-23
Titleist Asset Management, LLC
INCREASED531473+58+12%$300.3K$356.3K+$56.1K2026-10-08
TrueWealth Advisors, LLC
UNCHANGED52952900%$335.7K$355.4K+$19.8K2026-10-09
Central Valley Advisors, LLC
DECREASED528616-88-14%$390.7K$354.6K-$36.0K2026-10-27
55 North Private Wealth, LLC
INCREASED527490+37+8%$310.8K$353.9K+$43.1K2026-10-20
Warwick Investment Management, Inc.
UNCHANGED52752700%$334.3K$353.9K+$19.6K2026-10-19
MV Capital Management, Inc.
INCREASED526522+4+1%$331.1K$353.2K+$22.1K2026-10-29
Stanley-Laman Group, Ltd.
DECREASED524781-257-33%$495.4K$351.9K-$143.5K2026-10-20
CPA Asset Management Group, LLC
DECREASED524525-10%$333.0K$351.9K+$18.9K2026-10-26
Archer Investment Corp
UNCHANGED52452400%$332.4K$351.9K+$19.5K2026-11-05
TrustWell Financial Advisors, LLC
INCREASED523372+151+41%$236.0K$351.2K+$115.3K2026-10-15
TritonPoint Partners, LLC
DECREASED522707-185-26%$449.6K$351.4K-$98.2K2026-11-05
Benin Management Corp
UNCHANGED52052000%$329.9K$349.2K+$19.4K2026-10-22
Stephenson & Company, Inc.
UNCHANGED51951900%$329.2K$348.5K+$19.3K2026-10-30
Union Savings Bank
UNCHANGED51851800%$328.6K$347.9K+$19.3K2026-10-14
Insight Wealth Partners, LLC
INCREASED515468+47+10%$296.9K$345.8K+$49.0K2026-10-26
Community Bank of Raymore
UNCHANGED51351300%$325.4K$344.5K+$19.1K2026-10-23
Family Capital Management, Inc.
INCREASED512487+25+5%$308.9K$343.7K+$34.8K2026-11-03
Tanager Wealth Management LLP
NEW511—+511——$343.2K—2026-10-19
Piedmont Capital Management, LLC
UNCHANGED51051000%$323.5K$342.5K+$19.0K2026-10-21
Cyndeo Wealth Partners, LLC
NEW506—+506——$339.8K—2026-10-16
Wealth Advisory Solutions, LLC
INCREASED506412+94+23%$261.3K$339.8K+$78.5K2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED506566-60-11%$359.2K$340.0K-$19.2K2026-10-16
St. Clair Advisors, LLC
UNCHANGED50450400%$319.7K$338.5K+$18.8K2026-10-13
Cookson Peirce & Co Inc
NEW503—+503——$337.6K—2026-10-30
MRA Advisory Group
INCREASED502501+1+0%$317.9K$337.3K+$19.4K2026-10-07
Flossbach VON Storch SE
NEW501—+501——$336.4K—2026-10-28
Ignite Planners, LLC
DECREASED500504-4-1%$319.7K$335.8K+$16.1K2026-10-14
Cherokee Insurance Co
UNCHANGED50050000%$317.2K$335.8K+$18.6K2026-11-05
Hoese & Co LLP
UNCHANGED50050000%$317.2K$335.8K+$18.6K2026-10-21
New England Professional Planning Group Inc.
UNCHANGED50050000%$317.2K$335.8K+$18.6K2026-10-29
Grant Street Asset Management, Inc.
UNCHANGED49949900%$316.2K$334.8K+$18.6K2026-10-26
Canandaigua National Trust Co of Florida
NEW496—+496——$333.1K—2026-10-07
Intrua Financial, LLC
DECREASED494541-47-9%$343.6K$332.3K-$11.4K2026-10-28
Wedge Capital Management L L P
DECREASED493533-40-7%$338.1K$331.1K-$7.0K2026-10-13
Archford Capital Strategies, LLC
DECREASED490531-41-8%$336.8K$329.1K-$7.8K2026-10-19
Tritonpoint Wealth, LLC
DECREASED486518-32-6%$328.6K$326.4K-$2.2K2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED486492-6-1%$312.1K$326.1K+$14.0K2026-10-09
Concord Wealth Partners
INCREASED485481+4+1%$305.1K$325.7K+$20.6K2026-11-02
Evanson Financial, LLC
INCREASED485483+2+0%$306.7K$325.5K+$18.8K2026-10-23
Abound Wealth Management
INCREASED483480+3+1%$304.8K$324.7K+$19.9K2026-10-26
Evermay Wealth Management LLC
DECREASED483485-20%$307.7K$324.4K+$16.7K2026-11-05
HCR Wealth Advisors
DECREASED478593-115-19%$376.3K$321.1K-$55.2K2026-10-15
Avity Investment Management Inc.
UNCHANGED47647600%$301.9K$319.7K+$17.7K2026-10-09
Miller Wealth Advisors, LLC
UNCHANGED47647600%$301.9K$319.7K+$17.7K2026-11-02
Tsfg, LLC
DECREASED470491-21-4%$311.0K$315.0K+$4.0K2026-10-23
RFG Holdings, Inc.
DECREASED470473-3-1%$300.0K$315.6K+$15.6K2026-10-30
BridgePort Financial Solutions, LLC
INCREASED469456+13+3%$289.4K$315.0K+$25.6K2026-11-02
Tealwood Asset Management Inc
UNCHANGED46846800%$297$314.0K+$313.7K2026-10-13
World Equity Group, Inc.
DECREASED467807-340-42%$512.0K$313.9K-$198.1K2026-10-14
Ascent Wealth Partners, LLC
UNCHANGED46746700%$296.2K$313.6K+$17.4K2026-10-23
Pavion Blue Capital, LLC
UNCHANGED46746700%$296.2K$313.6K+$17.4K2026-11-05
Global Trust Asset Management, LLC
INCREASED465462+3+1%$292.8K$312.0K+$19.1K2026-10-19
White Lighthouse Investment Management Inc.
UNCHANGED46546500%$295.0K$312.3K+$17.3K2026-10-21
Capital Advisors, Ltd. LLC
DECREASED463559-96-17%$355$311.0K+$310.6K2026-10-27
Family Office Research LLC
DECREASED463475-12-3%$301.6K$311.5K+$9.9K2026-10-14
First County Bank
INCREASED463451+12+3%$286.1K$310.9K+$24.8K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED462442+20+5%$280.5K$310.2K+$29.7K2026-10-19
Sweeney & Michel, LLC
INCREASED461458+3+1%$284.5K$310.7K+$26.1K2026-10-16
Adell Harriman & Carpenter Inc
UNCHANGED46046000%$291.8K$308.9K+$17.1K2026-11-02
Alpha Family Trust
UNCHANGED46046000%$291.8K$291.8K$02026-11-04
Elco Management Co., LLC
UNCHANGED46046000%$291.8K$308.9K+$17.1K2026-10-14
Canvas Wealth Advisors, LLC
DECREASED459463-4-1%$293.7K$302.9K+$9.2K2026-11-02
Mayfair Advisory Group, LLC
UNCHANGED45845800%$287.5K$307.4K+$19.9K2026-10-20
Secure Asset Management, LLC
UNCHANGED45745700%$289.9K$306.9K+$17.0K2026-10-19
Briggs Wealth Management, Inc
UNCHANGED45645600%$289.1K$306.0K+$17.0K2026-10-26
1834 Investment Advisors Co
UNCHANGED45545500%$288.6K$305.6K+$16.9K2026-10-16
Eurizon SLJ Capital Ltd
DECREASED454575-121-21%$364.7K$304.9K-$59.9K2026-11-06
QTR Family Wealth, LLC
INCREASED454446+8+2%$282.9K$305.1K+$22.1K2026-11-02
Plante Moran Financial Advisors, LLC
INCREASED453387+66+17%$245.5K$304.1K+$58.6K2026-11-04
Arlington Trust Co LLC
INCREASED451366+85+23%$232.2K$302.9K+$70.7K2026-10-20
Layline Advisors, LLC
INCREASED451445+6+1%$282.5K$302.6K+$20.0K2026-11-02
BKM Wealth Management, LLC
UNCHANGED45045000%$285.4K$302.2K+$16.7K2026-10-22
D'Orazio & Associates, Inc.
UNCHANGED45045000%$285.4K$302.2K+$16.7K2026-11-04
Courier Capital LLC
UNCHANGED44944900%$284.8K$301.5K+$16.7K2026-10-19
First Command Advisory Services, Inc.
INCREASED447433+14+3%$274.8K$300.9K+$26.1K2026-11-05
Woodard & Co Asset Management Group Inc
INCREASED445444+1+0%$281.6K$298.8K+$17.2K2026-11-03
ADE, LLC
UNCHANGED44544500%$282.3K$298.8K+$16.6K2026-10-29
Burford Brothers, Inc.
UNCHANGED44544500%$282.3K$298.8K+$16.6K2026-10-21
Farmers & Merchants Trust Co of Long Beach
NEW444—+444——$298.2K—2026-10-22
Intesa Sanpaolo Wealth Management
DECREASED4441,272-828-65%$806.9K$298.2K-$508.7K2026-10-28
Emerald Advisors, LLC
UNCHANGED44144100%$280.0K$296.4K+$16.4K2026-10-13
Winthrop Advisory Group LLC
INCREASED440395+45+11%$251.1K$296.1K+$45.0K2026-10-22
Linscomb Wealth, Inc.
DECREASED438469-31-7%$297.3K$293.9K-$3.4K2026-11-05
Rossby Financial, LCC
INCREASED437125+312+250%$79.1K$293.4K+$214.2K2026-11-05
AXS Investments LLC
INCREASED437401+36+9%$254.4K$293.5K+$39.1K2026-11-04
Investment Management Trust, LLC
INCREASED437435+2+0%$276.2K$293.2K+$17.0K2026-11-05
BOS Asset Management, LLC
UNCHANGED43643600%$276.6K$292.8K+$16.2K2026-10-09
Tradewinds Capital Management, LLC
UNCHANGED43543500%$275.9K$292.2K+$16.3K2026-10-23
Balboa Wealth Partners
NEW434—+434——$291.5K—2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED433432+1+0%$274.2K$291.0K+$16.9K2026-10-19
Eagle Wealth Strategies LLC
INCREASED431427+4+1%$270.9K$289.6K+$18.8K2026-10-20
LMG Wealth Partners, LLC
UNCHANGED43143100%$273.2K$289.3K+$16.1K2026-11-05
One Way Holdings LLC
INCREASED430391+39+10%$248.0K$288.8K+$40.7K2026-10-29
River Street Advisors LLC
DECREASED430435-5-1%$275.9K$288.8K+$12.8K2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED43043000%$273.0K$289.0K+$16.0K2026-10-26
Tactive Advisors, LLC
UNCHANGED42742700%$270.9K$286.9K+$16.1K2026-10-08
Orrstown Financial Services Inc
UNCHANGED42542500%$269.6K$285.4K+$15.8K2026-10-14
Ted Buchan & Co
UNCHANGED42442400%$269.0K$284.7K+$15.8K2026-10-23
Hurley Capital, LLC
UNCHANGED42342300%$268.1K$284.1K+$16.0K2026-11-05
Revisor Wealth Management LLC
DECREASED421450-29-6%$285.9K$275.1K-$10.8K2026-10-20
Tennessee Valley Asset Management Partners
DECREASED421430-9-2%$272.7K$283.0K+$10.2K2026-11-03
DT Investment Partners, LLC
UNCHANGED42042000%$266.4K$282.1K+$15.6K2026-10-27
United Advisor Group, LLC
DECREASED418511-93-18%$324.5K$281.2K-$43.4K2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED41741700%$264.5K$280.0K+$15.5K2026-10-30
Jeter Robert S II
NEW415—+415——$269.8K—2026-10-16
Arrow Investment Advisors, LLC
NEW414—+414——$278.0K—2026-11-02
CGC Financial Services, LLC
UNCHANGED41441400%$262.6K$278.0K+$15.4K2026-10-13
First Bancorp, Inc
DECREASED413456-43-9%$289.3K$277.4K-$11.9K2026-10-26
Financial Management Network Inc
DECREASED413436-23-5%$261.0K$285.1K+$24.1K2026-10-09
AGH Wealth Advisors, LLC
INCREASED412404+8+2%$256.3K$276.7K+$20.4K2026-10-26
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED40840800%$247.8K$257.9K+$10.1K2026-10-21
Sterling Group Wealth Management, LLC
UNCHANGED40840800%$258.8K$274.0K+$15.2K2026-11-03
Three Magnolias Financial Advisors, LLC
DECREASED407607-200-33%$385.0K$273.3K-$111.7K2026-10-14
Ballew Advisors, Inc
UNCHANGED40740700%$252.6K$279.3K+$26.7K2026-10-05
Taylor & Morgan Wealth Management, LLC
UNCHANGED40740700%$258.2K$273.3K+$15.1K2026-10-09
Lantern Wealth Advisors, LLC
INCREASED406365+41+11%$231.4K$272.6K+$41.2K2026-10-22
Able Financial Group, LLC
INCREASED403385+18+5%$244.2K$270.6K+$26.4K2026-10-14
Compass Ion Advisors, LLC
INCREASED403386+17+4%$244.9K$270.5K+$25.7K2026-10-23
Stonehearth Capital Management, LLC
UNCHANGED40140100%$254.5K$269.5K+$14.9K2026-10-13
LeConte Wealth Management, LLC
DECREASED400476-76-16%$301.7K$268.4K-$33.2K2026-10-20
Advisory Resource Group
INCREASED400335+65+19%$212.5K$268.6K+$56.1K2026-10-26
Cultivar Capital, Inc.
UNCHANGED40040000%$253.7K$268.6K+$14.9K2026-10-14
Kenora Financial, LLC
UNCHANGED40040000%$253.7K$268.6K+$14.9K2026-10-20
Paradigm Asset Management Co LLC
UNCHANGED40040000%$253.7K$268.6K+$14.9K2026-11-05
WealthSpring Partners, LLC
UNCHANGED40040000%$253.7K$268.6K+$14.9K2026-10-14
Financial Insights, Inc.
DECREASED399433-34-8%$274.5K$268.2K-$6.3K2026-10-27
Avail Investment Partners, LLC
DECREASED399411-12-3%$260.9K$268.1K+$7.3K2026-10-16
Castleview Partners, LLC
DECREASED398490-92-19%$310.8K$267.3K-$43.5K2026-10-09
Spartan Planning & Wealth Management
INCREASED398331+67+20%$209.8K$267.4K+$57.6K2026-10-13
Darden Wealth Group Inc
DECREASED396399-3-1%$253.1K$265.9K+$12.8K2026-11-06
Red Mountain Financial, LLC
UNCHANGED39539500%$250.7K$265.5K+$14.8K2026-11-03
MFG Investments, LLC
NEW394—+394——$264.5K—2026-10-30
Allen Investment Management, LLC
DECREASED394411-17-4%$260.8K$264.6K+$3.9K2026-11-03
SLT Holdings LLC
DECREASED393402-9-2%$255.0K$263.9K+$8.9K2026-10-15
Franklin Street Advisors Inc
DECREASED390394-4-1%$249.9K$261.9K+$12.0K2026-10-13
CPC Advisors, LLC
DECREASED389491-102-21%$311.5K$261.2K-$50.2K2026-10-21
Meadow Creek Wealth Advisors LLC
INCREASED389368+21+6%$233.4K$261.2K+$27.8K2026-11-02
August Group Capital Ltd
INCREASED389383+6+2%$242.3K$260.6K+$18.2K2026-10-14
CGN Advisors LLC
DECREASED388407-19-5%$258.2K$260.6K+$2.4K2026-10-21
Cadinha & Co LLC
UNCHANGED38738700%$245.4K$259.8K+$14.4K2026-10-22
Lavelle Capital LP
UNCHANGED38738700%$245.5K$259.9K+$14.4K2026-11-03
MFA Wealth Advisors, LLC
INCREASED386385+1+0%$244.2K$259.2K+$15.0K2026-10-07
Summit Investment Advisors, Inc.\KS
INCREASED385335+50+15%$212.2K$258.3K+$46.1K2026-11-05
Stonekeep Investments, LLC
DECREASED385391-6-2%$248$258.4K+$258.1K2026-10-15
Fiduciary Financial Group, LLC
DECREASED383388-5-1%$246.1K$257.2K+$11.1K2026-10-13
Altfest L J & Co Inc
DECREASED3813,422-3,041-89%$2.2M$256.1K-$1.9M2026-10-27
Harel Insurance Investments & Financial Services Ltd.
INCREASED381150+231+154%$95.0K$256.0K+$161.0K2026-11-02
Revolve Wealth Partners, LLC
INCREASED381364+17+5%$230.9K$255.9K+$25.0K2026-10-23
Clarus Group, Inc.
DECREASED381383-2-1%$243.0K$255.9K+$12.9K2026-10-21
Fairvoy Private Wealth, LLC
INCREASED381380+1+0%$241.0K$255.9K+$14.8K2026-10-19
Vigilare Wealth Management
DECREASED380385-5-1%$244.4K$255.2K+$10.8K2026-10-29
Saxony Capital Management, LLC
INCREASED378320+58+18%$202.8K$253.9K+$51.1K2026-10-15
Greenfield Seitz Capital Management, LLC
UNCHANGED37737700%$239.1K$253.2K+$14.0K2026-10-29
Bison Wealth, LLC
INCREASED376343+33+10%$218.1K$238.1K+$20.0K2026-10-13
Ryan Investment Management, Inc.
NEW375—+375——$251.8K—2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED373360+13+4%$228.4K$250.5K+$22.1K2026-10-19
CMG Global Holdings, LLC
UNCHANGED37237200%$236.1K$250.0K+$13.9K2026-10-14
American State Bank (Iowa)
DECREASED369384-15-4%$243.6K$247.8K+$4.2K2026-11-03
Jacobsen Capital Management
INCREASED365331+34+10%$210.0K$245.1K+$35.2K2026-10-27
WP Advisors, LLC
DECREASED365384-19-5%$243.7K$245.2K+$1.5K2026-10-22
EdgeRock Capital LLC
NEW364—+364——$244.4K—2026-11-03
Commonwealth Financial Services, LLC
DECREASED364418-54-13%$265.2K$244.4K-$20.7K2026-10-20
Aries Wealth Management
UNCHANGED36436400%$230.9K$244.4K+$13.5K2026-10-23
Mitchell Sinkler & Starr
UNCHANGED36336300%$230.4K$243.9K+$13.5K2026-10-13
Wheelhouse Advisory Group LLC
INCREASED362344+18+5%$218.0K$243.0K+$25.0K2026-10-20
Rosenberg Matthew Hamilton
DECREASED361387-26-7%$245.5K$242.5K-$3.0K2026-10-05
Stonebridge Financial Group, LLC
INCREASED361349+12+3%$221.4K$242.4K+$21.0K2026-10-01
Family Investment Center, Inc.
UNCHANGED36136100%$229.0K$242.4K+$13.4K2026-10-19
BankChampaign, National Association
NEW360—+360——$241.8K—2026-10-19
Finward Bancorp
DECREASED359364-5-1%$230.9K$241.1K+$10.2K2026-10-14
CWS Financial Advisors, LLC
INCREASED359358+1+0%$227.3K$241.3K+$14.1K2026-10-16
CogentBlue Wealth Advisors, LLC
DECREASED355538-183-34%$341.3K$238.4K-$102.9K2026-10-09
Altus Wealth Group LLC
DECREASED355366-11-3%$232.2K$238.4K+$6.2K2026-10-20
Fidato Wealth LLC
NEW354—+354——$237.7K—2026-10-13
Sage Rhino Capital LLC
DECREASED354356-2-1%$225.8K$237.7K+$11.9K2026-10-28
Greenup Street Wealth Management LLC
INCREASED353326+27+8%$206.5K$237.0K+$30.4K2026-10-28
Asset Allocation Strategies LLC
UNCHANGED35335300%$223.9K$236.9K+$13.1K2026-10-20
Arrow Financial Corp
UNCHANGED35235200%$223.3K$236.4K+$13.1K2026-10-26
Quartz Partners, LLC
INCREASED351335+16+5%$212.5K$235.8K+$23.3K2026-11-03
Clarity Asset Management, Inc.
UNCHANGED35035000%$221.9K$235.0K+$13.1K2026-10-14
Gradient Capital Advisors, LLC
UNCHANGED35035000%$222.0K$235.0K+$13.0K2026-10-21
Redwood Financial Network Corp
UNCHANGED35035000%$221.7K$234.7K+$13.0K2026-11-03
Tctc Holdings, LLC
UNCHANGED35035000%$222.0K$235.0K+$13.0K2026-11-02
Zullo Investment Group, Inc.
INCREASED349348+1+0%$221.3K$234.4K+$13.1K2026-10-20
Hummer Financial Advisory Services Inc
UNCHANGED34934900%$221.9K$234.9K+$13.0K2026-10-09
Cap Partners, LLC
INCREASED348334+14+4%$211.9K$233.7K+$21.8K2026-10-19
Birchwood Financial Partners, Inc.
INCREASED348344+4+1%$218.1K$233.6K+$15.5K2026-11-02
Garde Capital, Inc.
UNCHANGED34834800%$220.7K$233.7K+$13.0K2026-10-29
M. Kraus & Co
UNCHANGED34834800%$220.7K$233.7K+$13.0K2026-10-20
Financial Guidance Group, Inc.
INCREASED347336+11+3%$213.1K$233.0K+$19.9K2026-10-21
Freedom Financial Partners LLC
UNCHANGED34734700%$220.1K$233.0K+$12.9K2026-10-19
Legacy Financial Group, Inc.
INCREASED346320+26+8%$203.0K$232.4K+$29.4K2026-10-21
Smart Wealth LLC
INCREASED346345+1+0%$219.0K$232.1K+$13.1K2026-11-04
Trust Co
INCREASED344253+91+36%$160.5K$231.0K+$70.5K2026-10-09
Carrera Capital Advisors
INCREASED344343+1+0%$218.4K$231.6K+$13.2K2026-11-03
Fortitude Family Office, LLC
INCREASED342219+123+56%$138.9K$229.7K+$90.8K2026-10-14
Alpine Bank Wealth Management
UNCHANGED34234200%$216.9K$229.7K+$12.7K2026-10-16
Pittenger & Anderson Inc
UNCHANGED34134100%$216.3K$229.0K+$12.7K2026-11-02
Tobam
NEW340—+340——$228.0K—2026-11-03
Triton Wealth Management, Pllc
NEW340—+340——$228.6K—2026-11-04
Walker Asset Management, LLC
INCREASED340339+1+0%$215.0K$228.1K+$13.1K2026-10-13
First Premier Bank
UNCHANGED34034000%$215$228.0K+$227.8K2026-10-13
Ellis Investment Partners, LLC
INCREASED338335+3+1%$212.9K$227.6K+$14.7K2026-10-21
Directional Asset Management
UNCHANGED33833800%$214.1K$227.2K+$13.1K2026-10-22
Kornitzer Capital Management Inc
UNCHANGED33833800%$214.4K$227.0K+$12.6K2026-11-03
Invenio Wealth Partners LLC
DECREASED337363-26-7%$230.3K$226.3K-$4.0K2026-10-20
KPP Advisory Services LLC
NEW336—+336——$225.8K—2026-10-26
Meredith Wealth Planning
DECREASED336401-65-16%$254.1K$225.6K-$28.6K2026-10-14
Oarsman Capital, Inc.
INCREASED336335+1+0%$212.7K$225.4K+$12.7K2026-11-05
Accordant Advisory Group Inc
UNCHANGED33633600%$213.1K$225.6K+$12.5K2026-10-29
Woodward Diversified Capital, LLC
DECREASED335404-69-17%$256.3K$225.0K-$31.3K2026-10-21
City Center Advisors, LLC
INCREASED335323+12+4%$204.9K$225.0K+$20.1K2026-10-08
Patriot Financial Group Insurance Agency, LLC
INCREASED335325+10+3%$206.2K$225.2K+$19.1K2026-10-14
Convergence Investment Partners, LLC
UNCHANGED33533500%$212.4K$224.9K+$12.5K2026-10-28
Unique Wealth, LLC
INCREASED334332+2+1%$210.4K$224.1K+$13.7K2026-10-16
Cascade Investment Group, Inc.
UNCHANGED33333300%$211.2K$223.6K+$12.4K2026-10-13
Plan Group Financial, LLC
NEW332—+332——$209.9K—2026-10-22
Mattern Capital Management, LLC
UNCHANGED33233200%$210.6K$223.0K+$12.4K2026-11-02
Hoey Investments, Inc
INCREASED33174+257+347%$46.9K$222.3K+$175.3K2026-10-29
Single Point Partners, LLC
DECREASED331336-5-1%$213.1K$221.9K+$8.9K2026-10-19
FAI Advisors, Inc.
INCREASED331326+5+2%$206.8K$222.3K+$15.5K2026-10-27
Uncommon Cents Investing Inc
NEW330—+330——$221.6K—2026-10-20
Peterson Wealth Advisors, LLC
INCREASED330328+2+1%$207.9K$221.3K+$13.4K2026-10-08
4J Wealth Management LLC
UNCHANGED33033000%$209.3K$221.6K+$12.3K2026-11-02
Valtinson Bruner Financial Planning LLC
UNCHANGED33033000%$209.4K$221.8K+$12.4K2026-11-02
Capital City Trust Co
UNCHANGED32932900%$208.7K$220.9K+$12.2K2026-10-22
IFG Advisors, LLC
UNCHANGED32932900%$208.7K$220.9K+$12.2K2026-10-15
Syverson Strege & Co
UNCHANGED32832800%$208.1K$220.3K+$12.2K2026-11-02
Beacon Capital Management, LLC
INCREASED327326+1+0%$206.7K$219.4K+$12.7K2026-10-23
Investors Asset Management of Georgia Inc
UNCHANGED32732700%$207.4K$219.6K+$12.2K2026-10-20
LEE Danner & Bass Inc
DECREASED326353-27-8%$223.9K$218.9K-$5.0K2026-10-27
Armstrong, Fleming & Moore, Inc
UNCHANGED32632600%$207.1K$219.2K+$12.2K2026-10-28
Alpha Omega Wealth Management LLC
DECREASED325333-8-2%$211.2K$218.3K+$7.0K2026-10-23
TSG Advice Partners, LLC
NEW324—+324——$205.8K—2026-10-29
Midwest Financial Group LLC
UNCHANGED32332300%$204.9K$216.9K+$12.0K2026-10-15
Jamison Private Wealth Management, Inc.
INCREASED322321+1+0%$203.7K$216.0K+$12.2K2026-10-14
Leibman Financial Services, Inc.
UNCHANGED32232200%$204.3K$216.2K+$12.0K2026-10-13
Atlas Brown,Inc.
INCREASED319318+1+0%$201.7K$214.2K+$12.5K2026-10-09
Kennedy Investment Group, Inc.
NEW318—+318——$213.8K—2026-10-21
Fulcrum Equity Management
NEW317—+317——$212.9K—2026-10-21
True North Advisors, LLC
NEW317—+317——$213.4K—2026-10-22
TMB Capital Partners, LLC
UNCHANGED31731700%$200.8K$212.9K+$12.0K2026-10-20
Stockman Wealth Management, Inc.
DECREASED315356-41-12%$225.8K$211.5K-$14.3K2026-10-27
Compass Financial Management LLC
DECREASED315317-2-1%$198.2K$211.8K+$13.6K2026-10-30
Islay Capital Management, LLC
UNCHANGED31531500%$199.8K$211.5K+$11.7K2026-10-20
TFC Financial Management, Inc.
UNCHANGED31531500%$199.8K$211.5K+$11.7K2026-10-26
Costello Asset Management, Inc
UNCHANGED31431400%$199.2K$210.9K+$11.7K2026-10-30
Manske Wealth Management
NEW313—+313——$210.2K—2026-10-26
Dudley Capital Management, LLC
NEW311—+311——$208.9K—2026-10-23
RMR Wealth Builders
DECREASED310355-45-13%$225.0K$208.5K-$16.5K2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
NEW308—+308——$206.8K—2026-11-03
ERn Financial, LLC
NEW308—+308——$207.0K—2026-10-28
Traveka Wealth, LLC
NEW308—+308——$207.1K—2026-10-19
SJS Investment Consulting Inc.
INCREASED307281+26+9%$178.4K$206.3K+$27.9K2026-10-26
Burkett Financial Services, LLC
INCREASED307306+1+0%$194.4K$206.4K+$12.0K2026-10-01
Victory Financial Group, LLC
NEW306—+306——$205.5K—2026-10-27
Capstone Capital Management Ltd
NEW305—+305——$204.8K—2026-10-21
Howard Financial Services, Ltd.
NEW305—+305——$204.8K—2026-10-15
Greenfield Savings Bank
NEW303—+303——$203.5K—2026-10-07
RDA Financial Network
DECREASED303653-350-54%$414.2K$203.5K-$210.7K2026-10-15
Financial Management Professionals, Inc.
INCREASED303302+1+0%$192.1K$204.0K+$11.9K2026-10-23
Koesten, Hirschmann & Crabtree, Inc.
NEW302—+302——$202.8K—2026-10-13
Exchange Bank
DECREASED302335-33-10%$212.5K$202.8K-$9.7K2026-10-07
Owl Creek Wealth Partners LLC
UNCHANGED30230200%$191.6K$202.8K+$11.2K2026-10-20
Symphony Financial, Ltd. Co.
NEW300—+300——$202.5K—2026-10-22
North Forty Two & Co.
NEW300—+300——$201.5K—2026-10-19
Pekin Hardy Strauss, Inc.
NEW300—+300——$201.5K—2026-11-02
Altiora Financial Group, LLC
NEW300—+300——$201.5K—2026-11-04
LJI Wealth Management, LLC
NEW300—+300——$201.5K—2026-10-28
Gridiron Partners, LLC
NEW300—+300——$201.5K—2026-10-08
E6 Portfolios, LLC
NEW300—+300——$201.5K—2026-10-26
Madrona Financial Services, LLC
NEW300—+300——$201.5K—2026-10-23
Focused Wealth Management, Inc
DECREASED300327-27-8%$207.1K$201.6K-$5.6K2026-10-30
Gemmer Asset Management LLC
DECREASED300320-20-6%$202.7K$201.2K-$1.5K2026-10-16
GoalVest Advisory LLC
DECREASED288311-23-7%$197.3K$193.4K-$3.9K2026-10-02
Financial Consulate, Inc
INCREASED285263+22+8%$166.8K$191.4K+$24.6K2026-10-23
Richards, Merrill & Peterson, Inc.
UNCHANGED28428400%$180.2K$190.7K+$10.6K2026-10-19
Sfam, LLC
UNCHANGED27327300%$173.2K$183.3K+$10.2K2026-11-03
Albion Financial Group
INCREASED265262+3+1%$166.2K$178.0K+$11.8K2026-10-21
Nemes Rush Group LLC
UNCHANGED26226200%$166.2K$175.9K+$9.8K2026-11-04
Compass Wealth Management LLC
NEW248—+248——$166.5K—2026-10-22
Nfsg Corp
DECREASED247347-100-29%$220.1K$165.7K-$54.4K2026-10-15
Key FInancial Inc
INCREASED245240+5+2%$152.2K$164.5K+$12.3K2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED24524500%$155.4K$164.5K+$9.1K2026-10-23
Axxion S.A.
UNCHANGED24424400%$154.8K$163.9K+$9.1K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED23323300%$148.0K$156.0K+$8.0K2026-10-14
Redwood Park Advisors LLC
UNCHANGED22322300%$141.2K$149.9K+$8.7K2026-11-02
Heritage Family Offices, LLP
NEW220—+220——$147.9K—2026-11-02
Wolverine Asset Management LLC
NEW220—+220——$147.7K—2026-11-02
Evolution Wealth Management Inc.
DECREASED215222-7-3%$140.8K$144.4K+$3.6K2026-10-28
IFS Advisors, LLC
DECREASED214286-72-25%$181.6K$143.9K-$37.7K2026-10-14
Godsey & Gibb, Inc
INCREASED210208+2+1%$131.9K$141.0K+$9.1K2026-10-14
Avion Wealth
INCREASED207200+7+4%$126.0K$138.0K+$12.0K2026-11-04
Team Financial Group, LLC
NEW204—+204——$136.7K—2026-10-30
Kennebec Savings Bank
UNCHANGED20320300%$128.8K$136.3K+$7.6K2026-10-22
Clark Wealth Partners
INCREASED200195+5+3%$123.8K$134.6K+$10.9K2026-10-19
Birchbrook, Inc.
UNCHANGED20020000%$126.9K$134.3K+$7.4K2026-10-14
Mascoma Wealth Management LLC
UNCHANGED19919900%$126.2K$133.6K+$7.4K2026-10-23
Salomon & Ludwin, LLC
UNCHANGED19419400%$121.8K$130.3K+$8.5K2026-10-29
Creative Financial Designs Inc
DECREASED192194-2-1%$123.0K$129.1K+$6.1K2026-11-04
Align Financial, LLC
INCREASED189187+2+1%$118.6K$126.9K+$8.3K2026-10-16
Ashurst Perkins Coie Trust Co
INCREASED188182+6+3%$115.4K$126.2K+$10.8K2026-10-15
GK Wealth Management LLC
NEW186—+186——$124.7K—2026-10-09
Roxbury Financial LLC
UNCHANGED18418400%$116.8K$123.8K+$6.9K2026-10-01
Pilgrim Partners Asia Pte Ltd
NEW180—+180——$120.9K—2026-10-29
Northstar Asset Management Co
DECREASED175193-18-9%$121.2K$111.4K-$9.8K2026-10-22
Highline Wealth Partners LLC
INCREASED172129+43+33%$81.6K$115.4K+$33.8K2026-10-19
Main Street Group, LTD
UNCHANGED16016000%$101.5K$107.4K+$6.0K2026-10-28
West Paces Advisors Inc.
UNCHANGED15915900%$100.9K$106.8K+$5.9K2026-10-13
RHL Group, LLC
UNCHANGED15715700%$99.5K$105.6K+$6.1K2026-11-04
Alta Capital Management LLC/
NEW156—+156——$105.2K—2026-10-26
Fairscale Capital, LLC
INCREASED155130+25+19%$82.5K$104.7K+$22.2K2026-11-04
Physician Wealth Advisors, Inc.
INCREASED153129+24+19%$81.8K$102.7K+$20.9K2026-10-20
Guardian Partners Inc.
UNCHANGED15215200%$96.4K$102.1K+$5.7K2026-10-21
Bullock Wealth Management Group
UNCHANGED15115100%$94.6K$100.8K+$6.2K2026-10-09
Canton Hathaway, LLC
NEW150—+150——$100.7K—2026-10-23
New England Capital Financial Advisors LLC
INCREASED149148+1+1%$94.0K$99.8K+$5.8K2026-11-03
Kings Path Partners LLC
UNCHANGED14314300%$90.7K$96.0K+$5.3K2026-10-21
Tounjian Advisory Partners, LLC
INCREASED142141+1+1%$89.2K$95.3K+$6.0K2026-11-04
Raleigh Capital Management Inc.
INCREASED1378+129+1613%$5.2K$92.1K+$86.9K2026-10-28
High Note Wealth, LLC
INCREASED136111+25+23%$70.4K$91.3K+$20.9K2026-10-27
Hager Investment Management Services, LLC
UNCHANGED13413400%$85.0K$90.0K+$5.0K2026-11-04
Bayban
UNCHANGED13313300%$84.4K$84.4K$02026-11-05
GGM Financial LLC
UNCHANGED13213200%$83.6K$88.5K+$4.9K2026-11-05
Toth Financial Advisory Corp
INCREASED130126+4+3%$79.9K$87.3K+$7.4K2026-10-08
Birch Financial Group, LLC
NEW127—+127——$85.2K—2026-10-27
MB, Levis & Associates, LLC
DECREASED125149-24-16%$94.6K$84.0K-$10.6K2026-10-16
Entrust Financial LLC
DECREASED125126-1-1%$79.8K$83.9K+$4.0K2026-11-04
UMB Private Wealth Management, LLC
NEW124—+124——$83.3K—2026-10-19
Private Wealth Management Group, LLC
DECREASED124125-1-1%$79.3K$83.3K+$4.0K2026-10-19
Asset Planning,Inc
UNCHANGED12012000%$76.1K$80.6K+$4.5K2026-10-26
Bell Investment Advisors, Inc
INCREASED119118+1+1%$74.9K$79.9K+$5.1K2026-10-29
DeDora Capital, Inc.
NEW116—+116——$78.1K—2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED114118-4-3%$74.5K$76.6K+$2.0K2026-10-16
Nova Financial LLC
NEW107—+107——$71.9K—2026-11-04
Lodestone Wealth Management LLC
DECREASED106107-1-1%$67.9K$71.4K+$3.5K2026-10-14
Midwest Capital Advisors, LLC
UNCHANGED10610600%$67.2K$71.2K+$3.9K2026-11-04
Horizons Wealth Management
NEW105—+105——$70.5K—2026-10-05
Latitude Advisors, LLC
NEW104—+104——$69.8K—2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED103111-8-7%$70.4K$69.2K-$1.2K2026-11-06
Clayton Financial Group LLC
NEW100—+100——$67.2K—2026-10-13
Kimelman & Baird, LLC
UNCHANGED10010000%$63.4K$67.2K+$3.7K2026-11-03
Lynch Asset Management, Inc.
UNCHANGED10010000%$63.4K$67.2K+$3.7K2026-10-28
NorthAvenue LLC
UNCHANGED10010000%$63.4K$67.2K+$3.7K2026-10-29
Smallwood Wealth Investment Management, LLC
UNCHANGED10010000%$63.4K$67.2K+$3.7K2026-10-30
Thompson Investment Management, Inc.
UNCHANGED10010000%$63.4K$67.2K+$3.7K2026-10-14
Joseph Group Capital Management
INCREASED9959+40+68%$37.4K$66.5K+$29.1K2026-11-04
Citizens National Bank Trust Department
UNCHANGED959500%$60.3K$63.8K+$3.5K2026-11-04
Sunrise Financial Services, LLC
UNCHANGED949400%$59.6K$63.1K+$3.5K2026-10-21
LFA - Lugano Financial Advisors SA
UNCHANGED909000%$57.1K$60.4K+$3.4K2026-11-03
High Point Wealth Management, LLC
UNCHANGED888800%$55.7K$59.0K+$3.3K2026-11-05
Valued Wealth Advisors LLC
INCREASED8679+7+9%$50.0K$57.7K+$7.7K2026-11-05
Pacific Center for Financial Services
UNCHANGED858500%$53.9K$57.1K+$3.2K2026-10-15
Hughes Financial Services, LLC
INCREASED8471+13+18%$45.0K$55.4K+$10.4K2026-10-30
Yankcom Partnership
INCREASED8380+3+4%$50.7K$55.7K+$5.0K2026-10-15
Barrett & Company, Inc.
UNCHANGED808000%$50.9K$53.9K+$3.0K2026-10-22
Center for Financial Planning, Inc.
INCREASED7976+3+4%$48.2K$53.1K+$4.8K2026-10-26
Miller Global Investments, LLC
NEW78—+78——$52.4K—2026-10-02
Livelsberger Financial Advisory
NEW77—+77——$51.4K—2026-10-28
Axiom Investment Management LLC
DECREASED7583-8-10%$52.7K$50.4K-$2.3K2026-11-03
James T. Borello RIA
UNCHANGED737300%$46.3K$49.0K+$2.7K2026-10-16
Sarver Vrooman Wealth Advisors
UNCHANGED737300%$46.3K$49.0K+$2.7K2026-10-01
Creative Capital Management Investments LLC
INCREASED6763+4+6%$40.0K$45.0K+$5.0K2026-10-28
Proathlete Wealth Management LLC
NEW66—+66——$44.3K—2026-10-15
Pension & Wealth Management Advisors, Inc.
INCREASED6663+3+5%$40.4K$44.9K+$4.5K2026-10-16
United Community Bank
UNCHANGED656500%$41.2K$43.7K+$2.4K2026-10-28
Bfsg, LLC
INCREASED6244+18+41%$27.9K$41.6K+$13.7K2026-10-30
Strengthening Families & Communities, LLC
INCREASED6261+1+2%$39.0K$41.4K+$2.4K2026-10-21
Cornerstone National Bank & Trust Co
UNCHANGED595900%$37.0K$39.4K+$2.3K2026-10-20
DiNuzzo Private Wealth, Inc.
UNCHANGED595900%$37.4K$39.6K+$2.2K2026-10-16
Horizon Financial Services, LLC
DECREASED5871-13-18%$45.0K$39.0K-$6.1K2026-11-04
Davis Capital Management
UNCHANGED575700%$36.2K$38.3K+$2.1K2026-10-08
First Financial Corp
UNCHANGED575700%$36.2K$38.3K+$2.1K2026-10-13
Key Capital Management, Inc
UNCHANGED575700%$36.2K$38.4K+$2.1K2026-11-03
Markowski Investments
UNCHANGED535300%$33.6K$35.6K+$2.0K2026-10-30
Balance Wealth Partners LLC
NEW52—+52——$35.0K—2026-10-27
Torren Management, LLC
UNCHANGED525200%$33.1K$35.0K+$1.9K2026-10-29
Downshift Financial, LLC
INCREASED5116+35+219%$10.1K$34.2K+$24.1K2026-10-13
StrongBox Wealth, LLC
DECREASED50100-50-50%$63.4K$33.6K-$29.9K2026-11-02
Elevation Wealth Partners, LLC
INCREASED5044+6+14%$27.9K$33.6K+$5.7K2026-10-07
Beutel, Goodman & Co Ltd.
UNCHANGED505000%$31$33+$22026-11-04
Curat Global, LLC
UNCHANGED505000%$31.7K$33.6K+$1.9K2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED505000%$31.7K$33.6K+$1.9K2026-10-14
West Financial Advisors, LLC
INCREASED4846+2+4%$29.5K$31.9K+$2.5K2026-10-22
Morton Brown Family Wealth, LLC
INCREASED4741+6+15%$26.0K$31.6K+$5.6K2026-10-23
Bare Financial Services, Inc
INCREASED4743+4+9%$27.3K$31.6K+$4.3K2026-11-04
Fiduciary Advisors, Inc.
INCREASED4746+1+2%$29.5K$31.3K+$1.8K2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED434300%$27.4K$29.0K+$1.6K2026-10-28
Quaker Wealth Management, LLC
INCREASED427+35+500%$4.4K$28.2K+$23.8K2026-10-22
Mosley Wealth Management
UNCHANGED424200%$26.8K$27.6K+$7612026-10-16
Buck Wealth Strategies, LLC
INCREASED4037+3+8%$23.6K$27.0K+$3.4K2026-10-28
Financial Network Wealth Advisors LLC
DECREASED3940-1-2%$25.4K$26.2K+$8192026-10-28
Bay Harbor Wealth Management, LLC
INCREASED3833+5+15%$20.9K$25.5K+$4.6K2026-11-03
Piscataqua Savings Bank
UNCHANGED383800%$24.1K$25.5K+$1.4K2026-10-21
Affinity Wealth LLC
UNCHANGED373700%$23.5K$23.9K+$4382026-11-03
Fulcrum Asset Management LLP
NEW35—+35——$23.8K—2026-11-04
Clean Yield Group
UNCHANGED333300%$20.9K$22.2K+$1.2K2026-10-28
Marquette Asset Management, LLC
UNCHANGED323200%$20.3K$21.5K+$1.2K2026-10-09
Nvest Wealth Strategies, Inc.
UNCHANGED323200%$20.2K$21.5K+$1.2K2026-10-14
Wolff Wiese Magana LLC
UNCHANGED323200%$20.3K$21.5K+$1.2K2026-10-15
DecisionPoint Financial, LLC
INCREASED3125+6+24%$15.7K$20.7K+$5.0K2026-10-27
Aspect Partners, LLC
INCREASED3130+1+3%$19.0K$20.8K+$1.8K2026-10-20
Centerpoint Advisors, LLC
UNCHANGED313100%$20$21.0K+$21.0K2026-11-05
Burk Holdings LLC
INCREASED2918+11+61%$11.4K$19.5K+$8.1K2026-11-05
IMG Wealth Management, Inc.
INCREASED2920+9+45%$12.7K$19.5K+$6.8K2026-10-27
WPG Advisers, LLC
INCREASED2925+4+16%$15.9K$19.5K+$3.6K2026-10-27
Syntax Research, Inc.
UNCHANGED272700%$17.1K$18.1K+$1.0K2026-11-04
Ascentis Wealth Management, LLC
NEW26—+26——$17.5K—2026-11-03
Adkins Seale Capital Management LLC
UNCHANGED262600%$16.5K$17.5K+$9672026-10-27
Ares Financial Consulting, LLC
UNCHANGED262600%$16.5K$17.5K+$9672026-10-19
Contravisory Investment Management, Inc.
NEW25—+25——$16.8K—2026-10-13
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
NEW25—+25——$16.8K—2026-10-21
Planning Strategies Inc.
INCREASED2322+1+5%$14.0K$15.4K+$1.5K2026-10-02
KFG LLC
NEW22—+22——$14.8K—2026-11-02
Triumph Capital Management
INCREASED2221+1+5%$13.4K$14.9K+$1.5K2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED222200%$14.0K$14.8K+$8192026-11-02
Rakuten Securities, Inc.
DECREASED2034-14-41%$21.6K$13.4K-$8.1K2026-11-02
J.Safra Asset Management Corp
UNCHANGED202000%$12.7K$13.4K+$7442026-11-03
Kentucky Trust Co
UNCHANGED202000%$12.7K$13.4K+$7442026-10-15
Maseco LLP
INCREASED1910+9+90%$6.4K$12.9K+$6.4K2026-10-27
Bank & Trust Co
UNCHANGED191900%$12.1K$12.8K+$7072026-10-07
Gilpin Wealth Management, LLC
INCREASED1711+6+55%$7.0K$11.4K+$4.4K2026-10-09
Reap Financial Group, LLC
DECREASED1722-5-23%$13.7K$11.1K-$2.5K2026-11-02
CrossGen Wealth, LLC
NEW16—+16——$10.7K—2026-10-30
Richardson Financial Services Inc.
DECREASED1530-15-50%$19.0K$10.1K-$9.0K2026-10-30
True Wealth Design, LLC
DECREASED1516-1-6%$10.2K$10.1K-$762026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED151500%$9.5K$10.1K+$5582026-10-22
American Capital Advisory, LLC
DECREASED1321-8-38%$13.3K$8.7K-$4.6K2026-10-28
Cedar Mountain Advisors, LLC
DECREASED1232-20-62%$20.5K$8.3K-$12.2K2026-10-15
Essential Partners LLC
UNCHANGED101000%$6.3K$6.7K+$3732026-10-14
Monetary Solutions, Ltd
UNCHANGED101000%$6.3K$6.7K+$3732026-10-22
Caitong International Asset Management Co., Ltd
NEW8—+8——$5.4K—2026-10-29
Noble Wealth Management PBC
INCREASED87+1+14%$4.4K$5.4K+$9322026-10-01
Three Bridge Wealth Advisors, LLC
NEW7—+7——$4.7K—2026-11-05
Retirement Wealth Solutions LLC
NEW6—+6——$4.0K—2026-10-07
Richardson Capital Management LLC
NEW6—+6——$4.0K—2026-10-23
PayPay Securities Corp
DECREASED67-1-14%$4.4K$4.0K-$4112026-10-27
William Mack & Associates, Inc.
NEW5—+5——$3.4K—2026-10-27
Breakwater Investment Management
INCREASED51+4+400%$635$3.4K+$2.7K2026-10-20
Robbins Farley
UNCHANGED5500%$3.2K$3.4K+$1862026-10-21
Decker Retirement Planning Inc.
UNCHANGED3300%$1.7K$1.8K+$1002026-10-19
McCarley & Cook Financial Planners
UNCHANGED3300%$1.9K$2.0K+$1122026-10-21
Elevated Capital Advisors, LLC
UNCHANGED2200%$1.3K$1.3K+$742026-11-04
Granite FO LLC
UNCHANGED2200%$1.3K$1.3K+$742026-10-14
Montgomery Financial Services LLC
UNCHANGED2200%$1.3K$1.3K+$742026-11-03
Navigoe, LLC
UNCHANGED2200%$1$1$02026-11-04
Phillip James Consulting Co.
UNCHANGED2200%$1.3K$1.3K+$742026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED15-4-80%$3.1K$632-$2.5K2026-10-13
3 Factor Indexing, LLC
UNCHANGED1100%$635$672+$372026-10-15
Maryland Capital Advisors Inc.
UNCHANGED1100%$635$672+$372026-10-15
Lloyd Advisory Services, Llc.
NEW0—0——$20—2026-11-02
Steele Capital Management, Inc.
CLOSED010,006-10,006-100%$6.4M$0-$6.4M2026-11-02
Milestone Asset Management, LLC
CLOSED09,157-9,157-100%$5.8M$0-$5.8M2026-10-15
Imc-Chicago, LLC
CLOSED06,760-6,760-100%$4.3M$0-$4.3M2026-11-05
Wellington Shields Capital Management, LLC
CLOSED04,365-4,365-100%$2.8M$0-$2.8M2026-11-03
Laurion Capital Management LP
CLOSED04,241-4,241-100%$2.7M$0-$2.7M2026-10-30
WealthCare Asset Management, LLC
CLOSED02,022-2,022-100%$1.3M$0-$1.3M2026-10-26
Waycross Partners, LLC
CLOSED01,379-1,379-100%$874.7K$0-$874.7K2026-11-03
Rockline Wealth Management, LLC
CLOSED01,359-1,359-100%$862.1K$0-$862.1K2026-10-26
One Wealth Capital Management, LLC
CLOSED01,264-1,264-100%$801.8K$0-$801.8K2026-10-23
Saxon Interests, Inc.
CLOSED01,177-1,177-100%$746.6K$0-$746.6K2026-10-26
Leonteq Securities AG
CLOSED01,063-1,063-100%$674.3K$0-$674.3K2026-10-29
Accuvest Global Advisors
CLOSED0560-560-100%$355.0K$0-$355.0K2026-11-04
Orba Wealth Advisors, L.L.C.
CLOSED0505-505-100%$320.3K$0-$320.3K2026-10-23
Johnson Financial Group, LLC
CLOSED0500-500-100%$317.2K$0-$317.2K2026-11-03
Inscription Capital, LLC
CLOSED0494-494-100%$313.7K$0-$313.7K2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED0493-493-100%$312.7K$0-$312.7K2026-10-16
Wellington Shields & Co., LLC
CLOSED0487-487-100%$308.9K$0-$308.9K2026-11-03
BancFirst Trust & Investment Management
CLOSED0479-479-100%$300.2K$0-$300.2K2026-10-30
Upper Left Wealth Management, LLC
CLOSED0467-467-100%$296.2K$0-$296.2K2026-10-14
Destiny Wealth Partners, LLC
CLOSED0381-381-100%$225.8K$0-$225.8K2026-11-05
Foguth Wealth Management, Llc.
CLOSED0368-368-100%$215.7K$0-$215.7K2026-10-19
Glass Wealth Management Co LLC
CLOSED0360-360-100%$228.4K$0-$228.4K2026-10-28
Alliance Wealth Advisors, LLC
CLOSED0354-354-100%$224.6K$0-$224.6K2026-10-28
Grey Fox Wealth Advisors, LLC
CLOSED0353-353-100%$224.5K$0-$224.5K2026-11-03
Howard Bailey Securities, LLC
CLOSED0345-345-100%$218.8K$0-$218.8K2026-10-27
Lane Brothers & Co Inc
CLOSED0342-342-100%$216.9K$0-$216.9K2026-11-02
Overbrook Management Corp
CLOSED0329-329-100%$208.7K$0-$208.7K2026-10-08
Caliber Wealth Management, LLC / KS
CLOSED0323-323-100%$204.9K$0-$204.9K2026-11-04
Forza Wealth Management, LLC
CLOSED0323-323-100%$204.9K$0-$204.9K2026-10-20
Goelzer Investment Management, Inc.
CLOSED0321-321-100%$203.6K$0-$203.6K2026-10-16
Guardian Wealth Management, Inc.
CLOSED0318-318-100%$201.8K$0-$201.8K2026-10-30
Munich Reinsurance Co Stock Corp in Munich
CLOSED0274-274-100%$173.8K$0-$173.8K2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0255-255-100%$161.8K$0-$161.8K2026-10-14
Stone House Investment Management, LLC
CLOSED0239-239-100%$151.6K$0-$151.6K2026-10-23
Bayforest Capital Ltd
CLOSED0196-196-100%$124.3K$0-$124.3K2026-11-03
Cornerstone Planning Group LLC
CLOSED069-69-100%$41.9K$0-$41.9K2026-10-16
Summit Securities Group LLC
CLOSED058-58-100%$36.8K$0-$36.8K2026-11-05
Commonwealth Retirement Investments LLC
CLOSED048-48-100%$30.4K$0-$30.4K2026-10-26
Solstein Capital, LLC
CLOSED048-48-100%$30.4K$0-$30.4K2026-11-02
Bullseye Investment Management, LLC
CLOSED037-37-100%$23.5K$0-$23.5K2026-10-29
LifeSteps Financial, Inc.
CLOSED035-35-100%$22.2K$0-$22.2K2026-10-15
SBK Financial, Inc.
CLOSED033-33-100%$20.9K$0-$20.9K2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED025-25-100%$15.9K$0-$15.9K2026-10-29
Trifecta Capital Advisors, LLC
CLOSED022-22-100%$13.8K$0-$13.8K2026-10-21
Activest Wealth Management
CLOSED012-12-100%$7.6K$0-$7.6K2026-10-15
Investors Research Corp
CLOSED011-11-100%$7.0K$0-$7.0K2026-10-07
Signature Resources Capital Management, LLC
CLOSED05-5-100%$3.2K$0-$3.2K2026-10-16
CKW Financial Group
CLOSED01-1-100%$1$0-$12026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.0M$1.1M+$130.6K2026-10-29
BlackRock, Inc.
N/A—18,544,770-18,544,770-100%$11.8B———
Vanguard Capital Management LLC
N/A—16,575,154-16,575,154-100%$10.5B———
Capital World Investors
N/A—11,501,949-11,501,949-100%$7.3B———
State Street Corp
N/A—10,867,942-10,867,942-100%$6.9B———
JPMorgan Chase & Co
N/A—9,211,993-9,211,993-100%$5.8B———
Price T Rowe Associates Inc
N/A—7,546,938-7,546,938-100%$4.8B———
FMR LLC
N/A—7,488,674-7,488,674-100%$4.8B———
Capital International Investors
N/A—6,410,022-6,410,022-100%$4.1B———
Geode Capital Management, LLC
N/A—5,713,643-5,713,643-100%$3.6B———
Morgan Stanley
N/A—4,369,891-4,369,891-100%$2.8B———
Vanguard Portfolio Management LLC
N/A—3,820,147-3,820,147-100%$2.4B———
Gates Foundation Trust
N/A—3,557,378-3,557,378-100%$2.3B———
Norges Bank
N/A—3,406,402-3,406,402-100%$2.2B———
Fisher Asset Management, LLC
N/A—3,179,375-3,179,375-100%$2.0B———
Wellington Management Group LLP
N/A—3,088,628-3,088,628-100%$2.0B———
State Farm Mutual Automobile Insurance Co
N/A—2,803,405-2,803,405-100%$1.8B———
Bank of America Corp
N/A—2,656,493-2,656,493-100%$1.7B———
Northern Trust Corp
N/A—2,638,118-2,638,118-100%$1.7B———
Goldman Sachs Group Inc
N/A—1,883,293-1,883,293-100%$1.2B———
UBS Group AG
N/A—1,841,439-1,841,439-100%$1.2B———
UBS Asset Management Americas LLC
N/A—1,801,164-1,801,164-100%$1.1B———
Charles Schwab Investment Management Inc
N/A—1,638,704-1,638,704-100%$1.0B———
Legal & General Group Plc
N/A—1,509,398-1,509,398-100%$957.5M———
Vanguard Fiduciary Trust Co
N/A—1,414,124-1,414,124-100%$897.0M———
Loomis Sayles & Co L P
N/A—1,367,369-1,367,369-100%$867.4M———
Royal Bank of Canada
N/A—1,302,432-1,302,432-100%$826.2M———
Invesco Ltd.
N/A—1,244,808-1,244,808-100%$789.6M———
Nuveen, LLC
N/A—1,215,171-1,215,171-100%$770.8M———
Wells Fargo & Company
N/A—1,113,338-1,113,338-100%$706.2M———
Jupiter Topco LLC
N/A—1,090,450-1,090,450-100%$691.7M———
Alliancebernstein L.P.
N/A—966,539-966,539-100%$544.5M———
Raymond James Financial Inc
N/A—901,116-901,116-100%$571.6M———
Schroder Investment Management Group
N/A—891,273-891,273-100%$557.1M———
Amundi
N/A—834,490-834,490-100%$529.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—809,233-809,233-100%$513.3M———
California Public Employees Retirement System
N/A—703,361-703,361-100%$446.2M———
Deutsche Bank Ag\
N/A—686,048-686,048-100%$435.2M———
Swiss National Bank
N/A—685,640-685,640-100%$434.9M———
National Pension Service
N/A—634,248-634,248-100%$402.3M———
American Century Companies Inc
N/A—587,994-587,994-100%$373.0M———
Stockbridge Partners LLC
N/A—567,456-567,456-100%$360.0M———
Vanguard Global Advisers, LLC
N/A—541,428-541,428-100%$343.4M———
First Eagle Investment Management, LLC
N/A—536,879-536,879-100%$340.6M———
Jones Financial Companies Lllp
N/A—522,480-522,480-100%$321.2M———
LPL Financial LLC
N/A—501,898-501,898-100%$318.4M———
Envestnet Asset Management Inc
N/A—485,077-485,077-100%$307.7M———
HSBC Holdings PLC
N/A—480,281-480,281-100%$304.5M———
Vanguard Asset Management, Ltd
N/A—478,365-478,365-100%$303.4M———
BNP Paribas Financial Markets
N/A—458,258-458,258-100%$290.7M———
Rhumbline Advisers
N/A—445,797-445,797-100%$282.8M———
Natixis Advisors, LLC
N/A—443,220-443,220-100%$281.1M———
Stifel Financial Corp
N/A—441,309-441,309-100%$280.0M———
Fayez Sarofim & Co
N/A—430,735-430,735-100%$273.2M———
Baillie Gifford & Co
N/A—428,051-428,051-100%$271.5M———
Franklin Resources Inc
N/A—400,015-400,015-100%$253.7M———
ARK Investment Management LLC
N/A—393,025-393,025-100%$249.3M———
Ameriprise Financial Inc
N/A—389,952-389,952-100%$247.4M———
California State Teachers Retirement System
N/A—369,817-369,817-100%$234.6M———
Neuberger Berman Group LLC
N/A—341,015-341,015-100%$216.3M———
Douglass Winthrop Advisors, LLC
N/A—320,538-320,538-100%$203.3M———
Harris Associates L P
N/A—313,034-313,034-100%$198.6M———
Bank of Montreal
N/A—287,708-287,708-100%$182.5M———
New York State Common Retirement Fund
N/A—287,063-287,063-100%$182.1M———
Aberdeen Group plc
N/A—286,066-286,066-100%$181.5M———
Nordea Investment Management AB
N/A—281,894-281,894-100%$177.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—272,848-272,848-100%$172.2M———
Rathbones Group PLC
N/A—272,821-272,821-100%$173.1M———
Hotchkis & Wiley Capital Management LLC
N/A—261,130-261,130-100%$165.6M———
Gabelli Funds LLC
N/A—244,624-244,624-100%$155.2M———
Storebrand Asset Management AS
N/A—236,312-236,312-100%$149.9M———
Caisse de Depot ET Placement DU Quebec
N/A—232,497-232,497-100%$147.5M———
Bristol John W & Co Inc
N/A—230,553-230,553-100%$146.2M———
Impax Asset Management Group plc
N/A—230,130-230,130-100%$146.0M———
Russell Investments Group, Ltd.
N/A—227,336-227,336-100%$144.1M———
Aviva PLC
N/A—224,519-224,519-100%$142.4M———
Clearbridge Investments, LLC
N/A—222,924-222,924-100%$141.4M———
Canada Pension Plan Investment Board
N/A—221,993-221,993-100%$140.8M———
HighTower Advisors, LLC
N/A—219,618-219,618-100%$139.3M———
Lord, Abbett & Co. LLC
N/A—216,964-216,964-100%$137.6M———
State Board of Administration of Florida Retirement System
N/A—212,986-212,986-100%$135.1M———
APG Asset Management N.V.
N/A—212,493-212,493-100%$117.9M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—210,278-210,278-100%$133.4M———
National Bank of Canada
N/A—204,567-204,567-100%$129.7M———
Tidal Investments LLC
N/A—201,889-201,889-100%$128.1M———
Bartlett & Co. Wealth Management LLC
N/A—201,866-201,866-100%$128.4M———
Bradley Foster & Sargent Inc
N/A—200,267-200,267-100%$127.0M———
Adage Capital Partners GP, L.L.C.
N/A—193,664-193,664-100%$122.8M———
Capital International, Inc.
N/A—191,015-191,015-100%$121.2M———
Manufacturers Life Insurance Company, the
N/A—186,131-186,131-100%$118.1M———
Amova Asset Management Americas, Inc.
N/A—177,374-177,374-100%$112.4M———
Lazard Asset Management LLC
N/A—177,200-177,200-100%$112.4M———
Homestead Advisers Corp
N/A—174,848-174,848-100%$110.9M———
Van Eck Associates Corp
N/A—173,693-173,693-100%$110.2M———
Victory Capital Management Inc
N/A—171,249-171,249-100%$108.6M———
KLP Kapitalforvaltning AS
N/A—170,909-170,909-100%$108.6M———
Cerity Partners LLC
N/A—169,446-169,446-100%$107.5M———
Korea Investment Corp
N/A—169,346-169,346-100%$107.4M———
Prudential Financial Inc
N/A—165,706-165,706-100%$105.1M———
Ensign Peak Advisors, Inc
N/A—165,675-165,675-100%$105.1M———
Baird Financial Group, Inc.
N/A—165,116-165,116-100%$104.7M———
Quantinno Capital Management LP
N/A—164,057-164,057-100%$104.1M———
Citadel Advisors LLC
N/A—163,452-163,452-100%$103.7M———
1832 Asset Management L.P.
N/A—154,888-154,888-100%$98.3M———
Blair William & Co
N/A—152,753-152,753-100%$96.9M———
Cetera Investment Advisers
N/A—151,459-151,459-100%$96.1M———
TD Asset Management Inc
N/A—150,798-150,798-100%$95.7M———
M&T Bank Corp
N/A—147,542-147,542-100%$93.6M———
Bowen Hanes & Co Inc
N/A—143,367-143,367-100%$80.8M———
Northwestern Mutual Wealth Management Co
N/A—139,887-139,887-100%$88.7M———
Bessemer Group Inc
N/A—137,790-137,790-100%$87.4M———
Mariner, LLC
N/A—134,253-134,253-100%$85.1M———
Danske Bank A/S
N/A—132,571-132,571-100%$84.1M———
Capital International Sarl
N/A—131,367-131,367-100%$83.3M———
State of Wisconsin Investment Board
N/A—129,832-129,832-100%$82.4M———
Janney Montgomery Scott LLC
N/A—129,573-129,573-100%$82.2M———
Brown Brothers Harriman & Co
N/A—126,799-126,799-100%$80.4M———
Credit Agricole S A
N/A—124,645-124,645-100%$79.1M———
Chevy Chase Trust Holdings, LLC
N/A—124,334-124,334-100%$78.9M———
Vanguard Investments Australia, Ltd.
N/A—124,202-124,202-100%$78.8M———
Jupiter Asset Management LTD
N/A—123,737-123,737-100%$77.0M———
Public Employees Retirement Association of Colorado
N/A—123,561-123,561-100%$78.4M———
Rockefeller Capital Management L.P.
N/A—119,508-119,508-100%$75.8M———
SEI Investments Co
N/A—115,238-115,238-100%$73.1M———
Handelsbanken Fonder AB
N/A—114,640-114,640-100%$72.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—112,648-112,648-100%$71.5M———
Treasurer of the State of North Carolina
N/A—110,627-110,627-100%$70.2M———
Commerce Bank
N/A—109,943-109,943-100%$69.7M———
Osaic Holdings, Inc.
N/A—109,746-109,746-100%$69.7M———
BNP Paribas Asset Management Holding S.A.
N/A—108,731-108,731-100%$69.0M———
Royal London Asset Management LTD
N/A—108,589-108,589-100%$68.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—105,338-105,338-100%$66.8M———
Nissay Asset Management Corp N
N/A—105,101-105,101-100%$66.7M———
Tocqueville Asset Management L.P.
N/A—104,941-104,941-100%$66.6M———
Harding Loevner LP
N/A—101,541-101,541-100%$64.4M———
BCV Asset Management Inc.
N/A—101,151-101,151-100%$63.5M———
Chilton Investment Co Inc.
N/A—99,965-99,965-100%$63.4M———
Gamco Investors, Inc. ET AL
N/A—93,565-93,565-100%$59.4M———
Public Employees Retirement System of Ohio
N/A—93,025-93,025-100%$59.0M———
DnB Asset Management AS
N/A—90,740-90,740-100%$57.6M———
Nomura Asset Management Co LTD
N/A—90,733-90,733-100%$57.6M———
Federation des caisses Desjardins du Quebec
N/A—88,473-88,473-100%$56.1M———
Susquehanna International Group, LLP
N/A—87,733-87,733-100%$55.7M———
Westwood Holdings Group Inc
N/A—86,678-86,678-100%$55.0M———
State of Tennessee, Department of Treasury
N/A—86,655-86,655-100%$55.0M———
Voya Investment Management LLC
N/A—85,570-85,570-100%$54.3M———
CI Investments Inc.
N/A—83,042-83,042-100%$52.7M———
Bank of Nova Scotia
N/A—82,156-82,156-100%$52.1M———
CIBC Bancorp USA Inc.
N/A—81,317-81,317-100%$51.6M———
Tredje Ap-fonden
N/A—81,021-81,021-100%$51.4M———
CapitalatWork S.A.
N/A—80,666-80,666-100%$51.2M———
Wilkinson Global Asset Management LLC
N/A—76,029-76,029-100%$48.2M———
CIBC World Market Inc.
N/A—75,914-75,914-100%$48.2M———
Toronto Dominion Bank
N/A—75,871-75,871-100%$48.1M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—74,993-74,993-100%$47.6M———
AQR Capital Management LLC
N/A—74,724-74,724-100%$46.5M———
Banque Transatlantique SA
N/A—74,256-74,256-100%$39.8M———
Triodos Investment Management BV
N/A—74,050-74,050-100%$47.0M———
Focus Partners Wealth
N/A—73,030-73,030-100%$46.3M———
Primecap Management Co
N/A—72,670-72,670-100%$46.1M———
Berkshire Asset Management LLC
N/A—72,548-72,548-100%$46.0M———
Resona Asset Management Co.,Ltd.
N/A—71,354-71,354-100%$45.1M———
Captrust Financial Advisors
N/A—70,144-70,144-100%$44.5M———
SG Americas Securities, LLC
N/A—70,023-70,023-100%$44.4M———
Teacher Retirement System of Texas
N/A—68,895-68,895-100%$43.7M———
Minneapolis Portfolio Management Group, LLC
N/A—67,232-67,232-100%$42.6M———
Norinchukin Bank, The
N/A—66,830-66,830-100%$42.4M———
Capital International LTD
N/A—66,332-66,332-100%$42.1M———
OFI Invest Asset Management
N/A—63,370-63,370-100%$35.4M———
Ingalls & Snyder LLC
N/A—63,296-63,296-100%$40.2M———
Madison Asset Management, LLC
N/A—60,985-60,985-100%$38.7M———
Advisors Capital Management, LLC
N/A—59,293-59,293-100%$37.6M———
MetLife Investment Management, LLC
N/A—57,401-57,401-100%$36.4M———
HM Payson & Co
N/A—55,033-55,033-100%$34.9M———
Woodline Partners LP
N/A—54,365-54,365-100%$34.5M———
O'shaughnessy Asset Management, LLC
N/A—53,961-53,961-100%$34.2M———
Steigerwald, Gordon & Koch Inc.
N/A—52,809-52,809-100%$33.5M———
Sanctuary Advisors, LLC
N/A—52,268-52,268-100%$33.2M———
MML Investors Services, LLC
N/A—52,191-52,191-100%$33.1M———
Bollard Group LLC
N/A—52,175-52,175-100%$33.1M———
Mercer Global Advisors Inc
N/A—52,100-52,100-100%$33.0M———
Pathstone Holdings, LLC
N/A—51,940-51,940-100%$33.1M———
Brown Advisory Inc
N/A—51,750-51,750-100%$32.8M———
United Capital Financial Advisors, LLC
N/A—51,708-51,708-100%$32.8M———
Man Group plc
N/A—50,184-50,184-100%$31.8M———
Davis R M Inc
N/A—49,796-49,796-100%$31.7M———
Jane Street Group, LLC
N/A—47,880-47,880-100%$30.4M———
Acadian Asset Management LLC
N/A—47,525-47,525-100%$30.1M———
Vanguard Personalized Indexing Management, LLC
N/A—47,264-47,264-100%$30.0M———
Guggenheim Capital LLC
N/A—47,170-47,170-100%$29.9M———
Huntington National Bank
N/A—45,786-45,786-100%$29.0M———
TCW Group Inc
N/A—45,420-45,420-100%$28.8M———
Varma Mutual Pension Insurance Co
N/A—45,367-45,367-100%$28.8M———
Private Advisor Group, LLC
N/A—45,178-45,178-100%$28.7M———
Cresset Asset Management, LLC
N/A—44,698-44,698-100%$28.4M———
Yaupon Capital Management LP
N/A—44,193-44,193-100%$28.0M———
Scotia Capital Inc.
N/A—43,962-43,962-100%$27.9M———
NewEdge Advisors, LLC
N/A—43,459-43,459-100%$27.6M———
VAN Lanschot Kempen Investment Management N.V.
N/A—43,264-43,264-100%$27.4M———
Osterweis Capital Management Inc
N/A—43,068-43,068-100%$27.3M———
Public Sector Pension Investment Board
N/A—41,791-41,791-100%$26.5M———
IQ EQ Fund Management (Ireland) Ltd
N/A—41,613-41,613-100%$26.4M———
USS Investment Management Ltd
N/A—40,744-40,744-100%$25.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—40,373-40,373-100%$25.6M———
Capitolis Liquid Global Markets LLC
N/A—40,000-40,000-100%$25.4M———
Dnca Finance
N/A—38,761-38,761-100%$24.6M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—38,371-38,371-100%$24.3M———
Utah Retirement Systems
N/A—37,485-37,485-100%$23.8M———
&partners
N/A—37,245-37,245-100%$23.7M———
Northwest & Ethical Investments L.P.
N/A—37,211-37,211-100%$23.6M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—37,010-37,010-100%$23.5M———
Police & Firemen's Retirement System of New Jersey
N/A—36,955-36,955-100%$23.4M———
British Columbia Investment Management Corp
N/A—36,440-36,440-100%$23.1M———
TriCert Investment Counsel Inc.
N/A—35,680-35,680-100%$22.6M———
Waverly Advisors, LLC
N/A—35,614-35,614-100%$22.6M———
River Road Asset Management, LLC
N/A—35,215-35,215-100%$22.3M———
First Trust Advisors LP
N/A—34,881-34,881-100%$22.1M———
Prudential PLC
N/A—34,436-34,436-100%$21.8M———
ABN Amro Bank N.V.
N/A—34,291-34,291-100%$21.7M———
Whittier Trust Co
N/A—33,395-33,395-100%$21.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—32,395-32,395-100%$20.5M———
Gotham Asset Management, LLC
N/A—32,290-32,290-100%$20.5M———
MAI Capital Management
N/A—31,695-31,695-100%$20.1M———
Wealthfront Advisers LLC
N/A—31,473-31,473-100%$20.0M———
Birmingham Capital Management Co Inc
N/A—31,262-31,262-100%$19.8M———
Macquarie Group LTD
N/A—29,439-29,439-100%$18.7M———
Pinnacle Financial Partners, Inc.
N/A—29,294-29,294-100%$18.6M———
Wealthspan Partners, LLC
N/A—28,433-28,433-100%$18.0M———
Cohen & Steers, Inc.
N/A—28,332-28,332-100%$18.0M———
Empower Advisory Group, LLC
N/A—28,250-28,250-100%$17.9M———
Drexel Morgan & Co.
N/A—28,065-28,065-100%$17.8M———
RWA Wealth Partners, LLC
N/A—27,335-27,335-100%$17.3M———
Glenmede Trust Co NA
N/A—27,156-27,156-100%$17.2M———
South Dakota Investment Council
N/A—25,976-25,976-100%$16.5M———
Advisory Services Network, LLC
N/A—25,685-25,685-100%$16.3M———
Cornerstone Advisors, LLC
N/A—25,164-25,164-100%$16.0M———
Dakota Wealth Management
N/A—25,038-25,038-100%$15.9M———
Harbour Investments, Inc.
N/A—24,725-24,725-100%$15.7M———
Empowered Funds, LLC
N/A—24,650-24,650-100%$15.6M———
Elo Mutual Pension Insurance Co
N/A—24,318-24,318-100%$15.4M———
Rafferty Asset Management, LLC
N/A—24,295-24,295-100%$15.4M———
Aptus Capital Advisors, LLC
N/A—24,059-24,059-100%$15.3M———
Allianz Asset Management GmbH
N/A—23,824-23,824-100%$15.1M———
Investment Management Corp of Ontario
N/A—23,381-23,381-100%$14.8M———
Allstate Corp
N/A—22,648-22,648-100%$14.4M———
Simmons Bank
N/A—22,538-22,538-100%$14.3M———
Lombard Odier Asset Management (Europe) Ltd
N/A—22,293-22,293-100%$14.1M———
Nomura Holdings Inc
N/A—22,247-22,247-100%$14.1M———
Steward Partners Investment Advisory, LLC
N/A—22,184-22,184-100%$14.1M———
BTC Capital Management, Inc.
N/A—21,996-21,996-100%$14.0M———
Erste Asset Management GmbH
N/A—21,818-21,818-100%$13.7M———
Benjamin Edwards Inc
N/A—21,798-21,798-100%$13.8M———
Evelyn Partners Group Ltd
N/A—21,436-21,436-100%$13.6M———
Andra Ap-fonden
N/A—21,323-21,323-100%$13.5M———
Logan Capital Management Inc
N/A—20,775-20,775-100%$13.2M———
Omers Administration Corp
N/A—20,724-20,724-100%$13.1M———
Trillium Asset Management, LLC
N/A—20,484-20,484-100%$13.0M———
Shelter Mutual Insurance Co
N/A—20,315-20,315-100%$12.9M———
Alight Capital Management LP
N/A—20,000-20,000-100%$12.7M———
Compass Capital Management, Inc
N/A—19,957-19,957-100%$12.7M———
Teachers Retirement System of the State of Kentucky
N/A—19,949-19,949-100%$12.7M———
Mizuho Securities USA LLC
N/A—19,666-19,666-100%$12.5M———
Peapack Gladstone Financial Corp
N/A—19,590-19,590-100%$12.4M———
Pacer Advisors, Inc.
N/A—19,062-19,062-100%$12.1M———
UMB Bank, n.a.
N/A—18,945-18,945-100%$12.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—18,773-18,773-100%$11.9M———
Nicola Wealth Management Ltd.
N/A—18,700-18,700-100%$11.9M———
Beacon Pointe Advisors, LLC
N/A—18,651-18,651-100%$11.8M———
Sequoia Financial Advisors, LLC
N/A—18,385-18,385-100%$11.7M———
Bragg Financial Advisors, Inc
N/A—18,307-18,307-100%$11.6M———
Allianz SE
N/A—17,571-17,571-100%$11.1M———
Taylor Hoffman Capital Management LLC
N/A—17,463-17,463-100%$11.1M———
Saudi Central Bank
N/A—17,017-17,017-100%$10.8M———
Walleye Trading LLC
N/A—16,693-16,693-100%$10.6M———
Colonial Trust Advisors
N/A—16,652-16,652-100%$10.6M———
Cambient Family Office, LLC
N/A—16,089-16,089-100%$10.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—15,705-15,705-100%$10.0M———
Massachusetts Financial Services Co
N/A—15,614-15,614-100%$11.1M———
Providence Capital Advisors, LLC
N/A—15,553-15,553-100%$9.9M———
Winslow Asset Management Inc
N/A—15,509-15,509-100%$9.8M———
Kentucky Retirement Systems
N/A—15,425-15,425-100%$9.8M———
Pine Valley Investments Ltd Liability Co
N/A—15,414-15,414-100%$9.8M———
Silvercrest Asset Management Group LLC
N/A—15,301-15,301-100%$9.7M———
QRG Capital Management, Inc.
N/A—15,258-15,258-100%$9.7M———
Commerzbank Aktiengesellschaft
N/A—15,256-15,256-100%$9.7M———
Cannell & Spears LLC
N/A—15,010-15,010-100%$9.5M———
Blue Sparrow, LLC
N/A—15,000-15,000-100%$9.5M———
London Co of Virginia
N/A—14,899-14,899-100%$9.5M———
Atlantic Union Bankshares Corp
N/A—14,886-14,886-100%$9.4M———
FIL Ltd
N/A—14,857-14,857-100%$9.4M———
Coldstream Capital Management Inc
N/A—14,709-14,709-100%$9.3M———
Two Sigma Investments, LP
N/A—14,697-14,697-100%$9.3M———
Spinnaker Trust
N/A—14,620-14,620-100%$9.3M———
Picton Mahoney Asset Management
N/A—14,583-14,583-100%$9.3M———
Arax Advisory Partners
N/A—14,430-14,430-100%$9.2M———
Composition Wealth, LLC
N/A—14,388-14,388-100%$9.1M———
Private Wealth Asset Management, LLC
N/A—14,318-14,318-100%$9.1M———
Planning Center, Inc.
N/A—14,238-14,238-100%$9.0M———
Windward Capital Management Co
N/A—14,224-14,224-100%$9.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—14,091-14,091-100%$8.9M———
BW Gestao de Investimentos Ltda.
N/A—14,075-14,075-100%$8.9M———
Capital Group Investment Management Pte. Ltd.
N/A—14,061-14,061-100%$8.9M———
Punch & Associates Investment Management, Inc.
N/A—13,825-13,825-100%$8.8M———
Kingsview Wealth Management, LLC
N/A—13,591-13,591-100%$8.6M———
D. E. Shaw & Co., Inc.
N/A—13,520-13,520-100%$8.6M———
East Coast Asset Management, Llc.
N/A—13,463-13,463-100%$8.5M———
Banco Santander, S.A.
N/A—13,331-13,331-100%$8.5M———
Orion Porfolio Solutions, LLC
N/A—13,078-13,078-100%$8.3M———
Freestone Capital Holdings, LLC
N/A—13,034-13,034-100%$8.3M———
Groupe la Francaise
N/A—13,023-13,023-100%$8.3M———
Summit Trail Advisors, LLC
N/A—12,744-12,744-100%$8.1M———
Whittier Trust Co of Nevada Inc
N/A—12,630-12,630-100%$7.6M———
Dodge & COX
N/A—12,626-12,626-100%$8.0M———
New Age Alpha Advisors, LLC
N/A—12,623-12,623-100%$8.0M———
De Lisle Partners LLP
N/A—12,500-12,500-100%$7.9M———
Meridian Management Co
N/A—12,411-12,411-100%$7.9M———
River Wealth Advisors LLC
N/A—12,370-12,370-100%$7.8M———
Hel Ved Capital Management Ltd
N/A—12,320-12,320-100%$7.8M———
Vident Advisory, LLC
N/A—12,153-12,153-100%$7.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—12,090-12,090-100%$7.7M———
Baader Bank Aktiengesellschaft
N/A—11,980-11,980-100%$7.6M———
Squarepoint Ops LLC
N/A—11,956-11,956-100%$7.6M———
Lifeworks Advisors, LLC
N/A—11,844-11,844-100%$7.5M———
Arkadios Wealth Advisors
N/A—11,797-11,797-100%$7.5M———
Allworth Financial LP
N/A—11,781-11,781-100%$7.5M———
Basepoint Wealth LLC
N/A—11,737-11,737-100%$7.4M———
CreativeOne Wealth, LLC
N/A—11,694-11,694-100%$7.4M———
Independent Advisor Alliance
N/A—11,599-11,599-100%$7.4M———
Curi Capital, LLC
N/A—11,585-11,585-100%$7.4M———
Stratos Wealth Partners, Ltd.
N/A—11,499-11,499-100%$7.3M———
Stock Yards Bank & Trust Co
N/A—11,456-11,456-100%$7.3M———
FSB Premier Wealth Management, Inc.
N/A—11,105-11,105-100%$7.0M———
Integrated Wealth Concepts LLC
N/A—10,799-10,799-100%$6.9M———
Miller Capital Partners, Inc.
N/A—10,777-10,777-100%$6.8M———
Siemens Fonds Invest GmbH
N/A—10,738-10,738-100%$6.8M———
Mathes Company, Inc.
N/A—10,662-10,662-100%$6.8M———
Liberty One Investment Management, LLC
N/A—10,645-10,645-100%$6.8M———
Equitable Holdings, Inc.
N/A—10,585-10,585-100%$6.7M———
Hancock Whitney Corp
N/A—10,521-10,521-100%$6.7M———
Morton Community Bank
N/A—10,345-10,345-100%$6.6M———
Fiduciary Trust Co
N/A—10,217-10,217-100%$6.5M———
Mediolanum International Funds Ltd
N/A—10,203-10,203-100%$6.4M———
Pinebridge Investments LLC
N/A—10,134-10,134-100%$6.4M———
Iyo Bank, Ltd.
N/A—10,080-10,080-100%$6.4M———
Laffer Tengler Investments, Inc.
N/A—10,066-10,066-100%$6.4M———
Cary Street Partners Financial LLC
N/A—9,936-9,936-100%$6.3M———
Mufg Securities Emea plc
N/A—9,832-9,832-100%$6.2M———
Kavar Capital Partners Group, LLC
N/A—9,831-9,831-100%$6.2M———
Argent Trust Co
N/A—9,756-9,756-100%$6.2M———
Lombard Odier Asset Management (Switzerland) SA
N/A—9,710-9,710-100%$6.2M———
Focus Partners Advisor Solutions, LLC
N/A—9,693-9,693-100%$6.1M———
Banque Cantonale Vaudoise
N/A—9,659-9,659-100%$6.1M———
Nicolet Bankshares Inc
N/A—9,648-9,648-100%$6.1M———
Advisors Asset Management, Inc.
N/A—9,622-9,622-100%$6.1M———
Intech Investment Management LLC
N/A—9,566-9,566-100%$6.1M———
MWA Asset Management
N/A—9,410-9,410-100%$6.0M———
Trinity Legacy Partners, LLC
N/A—9,322-9,322-100%$5.6M———
Fort Sheridan Advisors LLC
N/A—9,311-9,311-100%$5.9M———
Empirical Finance, LLC
N/A—9,310-9,310-100%$5.9M———
Castlefield Investment Partners LLP
N/A—9,294-9,294-100%$5.9M———
Marvin & Palmer Associates Inc
N/A—9,279-9,279-100%$5.9M———
Hudson Value Partners, LLC
N/A—9,130-9,130-100%$5.8M———
Beacon Investment Advisors LLC
N/A—9,026-9,026-100%$5.7M———
Ausdal Financial Partners, Inc.
N/A—8,967-8,967-100%$5.7M———
Caprock Group, LLC
N/A—8,966-8,966-100%$5.7M———
Rothschild Investment LLC
N/A—8,919-8,919-100%$5.7M———
Meiji Yasuda Asset Management Co Ltd.
N/A—8,902-8,902-100%$5.6M———
EP Wealth Advisors, LLC
N/A—8,855-8,855-100%$5.6M———
Westpac Banking Corp
N/A—8,807-8,807-100%$5.6M———
Edmond de Rothschild Holding S.A.
N/A—8,763-8,763-100%$5.6M———
Trust Co of Kansas
N/A—8,720-8,720-100%$5.5M———
Vestmark Advisory Solutions, Inc.
N/A—8,646-8,646-100%$5.5M———
First Manhattan Co. Llc.
N/A—8,513-8,513-100%$5.4M———
IEQ Capital, LLC
N/A—8,413-8,413-100%$5.3M———
Summit Financial, LLC
N/A—8,371-8,371-100%$5.3M———
IHT Wealth Management, LLC
N/A—8,290-8,290-100%$5.3M———
Partners Capital Investment Group, LLP
N/A—8,118-8,118-100%$5.1M———
OneDigital Investment Advisors LLC
N/A—8,118-8,118-100%$5.1M———
LGT Group Foundation
N/A—8,112-8,112-100%$5.1M———
AE Wealth Management LLC
N/A—8,059-8,059-100%$5.1M———
Northwestern Mutual Investment Management Company, LLC
N/A—8,054-8,054-100%$5.1M———
SMA Capital LLC
N/A—8,000-8,000-100%$5.1M———
Trustmark Bank Trust Department
N/A—7,998-7,998-100%$5.1M———
Bridges Investment Management Inc
N/A—7,985-7,985-100%$5.1M———
Essex Financial Services, Inc.
N/A—7,960-7,960-100%$5.0M———
Moors & Cabot, Inc.
N/A—7,958-7,958-100%$5.0M———
Metis Global Partners, LLC
N/A—7,844-7,844-100%$5.0M———
Balyasny Asset Management L.P.
N/A—7,749-7,749-100%$4.9M———
Mufg Securities Americas Inc.
N/A—7,566-7,566-100%$4.8M———
JPL Wealth Management, LLC
N/A—7,421-7,421-100%$4.7M———
BFC Planning, Inc.
N/A—7,409-7,409-100%$4.7M———
Unison Asset Management LLC
N/A—7,390-7,390-100%$4.7M———
Daiichi Life Insurance Co., Ltd.
N/A—7,361-7,361-100%$4.7M———
Shelton Capital Management
N/A—7,338-7,338-100%$4.7M———
Jump Financial, LLC
N/A—7,307-7,307-100%$4.6M———
Tower Bridge Advisors
N/A—7,284-7,284-100%$4.6M———
Hills Bank & Trust Co
N/A—7,139-7,139-100%$4.5M———
Bearing Point Capital, LLC
N/A—7,014-7,014-100%$4.4M———
Heritage Trust Co
N/A—7,005-7,005-100%$4.4M———
Snowden Capital Advisors LLC
N/A—6,812-6,812-100%$4.3M———
Canada Post Corp Registered Pension Plan
N/A—6,805-6,805-100%$4.3M———
Stephens Inc
N/A—6,724-6,724-100%$4.3M———
JAG Capital Management, LLC
N/A—6,724-6,724-100%$4.3M———
Callan Family Office, LLC
N/A—6,703-6,703-100%$4.3M———
Johnson Investment Counsel Inc
N/A—6,702-6,702-100%$4.3M———
Spartan Wealth Advisory Services LLC
N/A—6,637-6,637-100%$4.2M———
Harvest Portfolios Group Inc.
N/A—6,632-6,632-100%$4.2M———
Horizon Investments, LLC
N/A—6,619-6,619-100%$4.2M———
Kidder Stephen W
N/A—6,540-6,540-100%$4.1M———
Mokan Wealth Management Inc.
N/A—6,528-6,528-100%$4.1M———
Money Concepts Capital Corp
N/A—6,451-6,451-100%$4.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—6,401-6,401-100%$4.1M———
American Trust
N/A—6,372-6,372-100%$4.0M———
Beaton Management Co. Inc.
N/A—6,352-6,352-100%$4.0M———
Karani Asset Management LLC
N/A—6,216-6,216-100%$3.9M———
Global Retirement Partners, LLC
N/A—6,133-6,133-100%$3.9M———
Ostrum Asset Management
N/A—6,094-6,094-100%$3.9M———
PFG Investments, LLC
N/A—6,040-6,040-100%$3.8M———
Principal Securities, Inc.
N/A—6,006-6,006-100%$3.8M———
Greenline Partners, LLC
N/A—5,977-5,977-100%$3.8M———
Silvant Capital Management LLC
N/A—5,972-5,972-100%$3.8M———
Choate Investment Advisors
N/A—5,971-5,971-100%$3.8M———
Meeder Advisory Services, Inc.
N/A—5,968-5,968-100%$3.8M———
1ST Source Bank
N/A—5,937-5,937-100%$3.8M———
Crawford Investment Counsel Inc
N/A—5,816-5,816-100%$3.7M———
Samjo Management, LLC
N/A—5,615-5,615-100%$3.6M———
Cumberland Partners Ltd
N/A—5,602-5,602-100%$3.6M———
Park Place Capital Corp
N/A—5,532-5,532-100%$3.5M———
Leavell Investment Management, Inc.
N/A—5,493-5,493-100%$3.5M———
Lowe Brockenbrough & Co Inc
N/A—5,448-5,448-100%$3.5M———
Great Valley Advisor Group, Inc.
N/A—5,423-5,423-100%$3.4M———
Dearborn Partners LLC
N/A—5,389-5,389-100%$3.4M———
Savvy Advisors, Inc.
N/A—5,367-5,367-100%$3.4M———
HBK Sorce Advisory LLC
N/A—5,336-5,336-100%$3.3M———
Beck Mack & Oliver LLC
N/A—5,300-5,300-100%$3.4M———
Hayek Kallen Investment Management
N/A—5,278-5,278-100%$3.3M———
Ballentine Partners, LLC
N/A—5,234-5,234-100%$3.3M———
Smartleaf Asset Management LLC
N/A—5,210-5,210-100%$3.3M———
Southeast Asset Advisors, LLC
N/A—5,210-5,210-100%$3.3M———
Belpointe Asset Management LLC
N/A—5,173-5,173-100%$3.3M———
Whalerock Point Partners, LLC
N/A—5,146-5,146-100%$3.3M———
RV Capital AG
N/A—5,001-5,001-100%$3.2M———
RiverFront Investment Group, LLC
N/A—4,924-4,924-100%$3.1M———
MainStreet Investment Advisors LLC
N/A—4,837-4,837-100%$3.1M———
Vestcor Inc
N/A—4,800-4,800-100%$3.0M———
Alaethes Wealth, LLC
N/A—4,716-4,716-100%$3.0M———
Bluespring Wealth Management, LLC
N/A—4,652-4,652-100%$3.0M———
Catalyst Funds Management Pty Ltd
N/A—4,640-4,640-100%$2.9M———
Smithfield Trust Co
N/A—4,603-4,603-100%$2.9M———
Baldwin Investment Management, LLC
N/A—4,536-4,536-100%$2.9M———
Wealthspire Advisors, LLC
N/A—4,530-4,530-100%$2.9M———
Mitchell Mcleod Pugh & Williams Inc
N/A—4,526-4,526-100%$2.9M———
Modern Wealth Management, LLC
N/A—4,524-4,524-100%$2.9M———
Wealth Advisors of Iowa, LLC
N/A—4,501-4,501-100%$2.9M———
Roundview Capital LLC
N/A—4,476-4,476-100%$2.8M———
Mutual Advisors, LLC
N/A—4,352-4,352-100%$2.8M———
Zacks Investment Management
N/A—4,336-4,336-100%$2.8M———
Foundations Investment Advisors, LLC
N/A—4,333-4,333-100%$2.7M———
Osprey Private Wealth LLC
N/A—4,263-4,263-100%$2.7M———
Syon Capital LLC
N/A—4,238-4,238-100%$2.7M———
Fidelis Capital Partners, LLC
N/A—4,229-4,229-100%$2.7M———
Federated Hermes, Inc.
N/A—4,224-4,224-100%$2.7M———
Miller Investment Management, LP
N/A—4,185-4,185-100%$2.7M———
Legato Capital Management LLC
N/A—4,175-4,175-100%$2.6M———
Connable Office Inc
N/A—4,171-4,171-100%$2.6M———
Community Bank, N.A.
N/A—4,166-4,166-100%$2.6M———
GKV Capital Management Co., Inc.
N/A—4,157-4,157-100%$2.6M———
Moneta Group Investment Advisors LLC
N/A—4,140-4,140-100%$2.6M———
Haverford Trust Co
N/A—4,134-4,134-100%$2.6M———
Dorsey & Whitney Trust Co LLC
N/A—4,035-4,035-100%$2.6M———
Loudon Investment Management, LLC
N/A—4,031-4,031-100%$2.6M———
Cambria Investment Management, L.P.
N/A—4,000-4,000-100%$2.5M———
Sound View Wealth Advisors Group, LLC
N/A—3,978-3,978-100%$2.5M———
NorthRock Partners, LLC
N/A—3,963-3,963-100%$2.5M———
Papamarkou Wellner Asset Management inc.
N/A—3,940-3,940-100%$2.2M———
Geneos Wealth Management Inc.
N/A—3,940-3,940-100%$2.5M———
Fortis Capital Advisors, LLC
N/A—3,936-3,936-100%$2.5M———
Fiduciary Group, LLC
N/A—3,883-3,883-100%$2.5M———
Field & Main Bank
N/A—3,860-3,860-100%$2.4M———
Alerus Financial NA
N/A—3,823-3,823-100%$2.4M———
Institute for Wealth Management, Llc.
N/A—3,756-3,756-100%$2.4M———
Figure 8 Investment Strategies LLC
N/A—3,754-3,754-100%$2.4M———
Knollwood Investment Advisory, LLC
N/A—3,725-3,725-100%$2.4M———
Pinnacle West Asset Management, Inc.
N/A—3,688-3,688-100%$2.3M———
Stamos Capital Partners, L.P.
N/A—3,616-3,616-100%$2.3M———
Colonial Trust Co / SC
N/A—3,567-3,567-100%$2.3M———
VeraBank, N.A.
N/A—3,566-3,566-100%$2.3M———
Ironvine Capital Partners, LLC
N/A—3,531-3,531-100%$2.2M———
Azimuth Capital Investment Management LLC
N/A—3,525-3,525-100%$2.2M———
Monetary Management Group Inc
N/A—3,370-3,370-100%$2.1M———
Crews Bank & Trust
N/A—3,358-3,358-100%$2.1M———
Webster Bank, N. A.
N/A—3,329-3,329-100%$2.1M———
Icon Wealth Advisors, LLC
N/A—3,282-3,282-100%$2.1M———
Twin Tree Management, LP
N/A—3,252-3,252-100%$2.1M———
Advisory Alpha, LLC
N/A—3,250-3,250-100%$2.1M———
Xcelsior Advisor Partners LLC
N/A—3,248-3,248-100%$2.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—3,213-3,213-100%$2.0M———
IFC Advisors LLC
N/A—3,211-3,211-100%$2.0M———
Meiji Yasuda Life Insurance Co
N/A—3,210-3,210-100%$2.0M———
OneAscent Financial Services LLC
N/A—3,120-3,120-100%$2.0M———
Legacy Financial Group LLC
N/A—3,111-3,111-100%$2.0M———
BankPlus Trust Department
N/A—3,108-3,108-100%$2.0M———
ING Groep NV
N/A—3,085-3,085-100%$2.0M———
Osborne Partners Capital Management, LLC
N/A—3,050-3,050-100%$1.9M———
World Investment Advisors
N/A—3,029-3,029-100%$1.7M———
Jaffetilchin Investment Partners, LLC
N/A—3,000-3,000-100%$1.9M———
Graham Capital Management, L.P.
N/A—2,996-2,996-100%$1.9M———
Clark Capital Management Group, Inc.
N/A—2,980-2,980-100%$1.9M———
Tower Research Capital LLC (TRC)
N/A—2,933-2,933-100%$1.9M———
Aspen Wealth Strategies, LLC
N/A—2,906-2,906-100%$1.8M———
Trivant Custom Portfolio Group, LLC
N/A—2,900-2,900-100%$1.8M———
Resources Management Corp
N/A—2,894-2,894-100%$1.8M———
IMA Advisory Services, Inc.
N/A—2,889-2,889-100%$1.8M———
Algebris (UK) LTD
N/A—2,880-2,880-100%$1.8M———
Diversified Trust Co
N/A—2,853-2,853-100%$1.8M———
Rodgers Brothers Inc.
N/A—2,850-2,850-100%$1.8M———
Motco
N/A—2,842-2,842-100%$1.8M———
Kovack Advisors, Inc.
N/A—2,828-2,828-100%$1.8M———
Drive Wealth Management, LLC
N/A—2,822-2,822-100%$1.8M———
Capital Analysts, LLC
N/A—2,804-2,804-100%$1.8M———
BNP Paribas
N/A—2,776-2,776-100%$1.8M———
Glen Eagle Advisors, LLC
N/A—2,750-2,750-100%$1.7M———
RD Lewis Holdings, Inc.
N/A—2,741-2,741-100%$1.7M———
Donaldson Capital Management, LLC
N/A—2,731-2,731-100%$1.7M———
Insigneo Advisory Services, LLC
N/A—2,717-2,717-100%$1.7M———
Checchi Capital Advisers, LLC
N/A—2,713-2,713-100%$1.7M———
Rehmann Capital Advisory Group
N/A—2,705-2,705-100%$1.7M———
Safe Harbor Fiduciary, LLC
N/A—2,690-2,690-100%$1.7M———
SageView Advisory Group, LLC
N/A—2,686-2,686-100%$1.7M———
Menard Financial Group LLC
N/A—2,684-2,684-100%$1.7M———
Arvest Bank Trust Division
N/A—2,662-2,662-100%$1.7M———
HighPoint Advisor Group LLC
N/A—2,654-2,654-100%$1.7M———
Natural Investments, LLC
N/A—2,630-2,630-100%$1.7M———
ST Germain D J Co Inc
N/A—2,619-2,619-100%$1.7M———
Quinn Opportunity Partners LLC
N/A—2,600-2,600-100%$1.6M———
Resurgent Financial Advisors LLC
N/A—2,587-2,587-100%$1.6M———
Great Lakes Advisors, LLC
N/A—2,558-2,558-100%$1.6M———
Cape ANN Savings Bank
N/A—2,553-2,553-100%$1.6M———
Centaurus Financial, Inc.
N/A—2,498-2,498-100%$1.6M———
Gateway Wealth Partners, LLC
N/A—2,494-2,494-100%$1.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,489-2,489-100%$1.6M———
RB Capital Management, LLC
N/A—2,485-2,485-100%$1.6M———
Sumitomo Life Insurance Co
N/A—2,475-2,475-100%$1.6M———
Millennium Management LLC
N/A—2,470-2,470-100%$1.6M———
SlateStone Wealth, LLC
N/A—2,459-2,459-100%$1.6M———
Westbourne Investments, Inc.
N/A—2,444-2,444-100%$1.6M———
Lcnb Corp
N/A—2,433-2,433-100%$1.5M———
Kiley Juergens Wealth Management, LLC
N/A—2,424-2,424-100%$1.5M———
IFG Advisory, LLC
N/A—2,420-2,420-100%$1.5M———
Valmark Advisers, Inc.
N/A—2,414-2,414-100%$1.5M———
First Commonwealth Financial Corp
N/A—2,412-2,412-100%$1.5M———
Klcm Advisors, Inc.
N/A—2,400-2,400-100%$1.5M———
NewEdge Wealth, LLC
N/A—2,391-2,391-100%$1.5M———
LRI Investments, LLC
N/A—2,390-2,390-100%$1.5M———
EagleClaw Capital Managment, LLC
N/A—2,365-2,365-100%$1.5M———
KEB Asset Management, LLC
N/A—2,339-2,339-100%$1.5M———
Level Four Advisory Services, LLC
N/A—2,329-2,329-100%$1.5M———
Envestnet Portfolio Solutions, Inc.
N/A—2,328-2,328-100%$1.5M———
First National Bank of Omaha
N/A—2,322-2,322-100%$1.5M———
Keystone Financial Group
N/A—2,311-2,311-100%$1.5M———
Schnieders Capital Management, Llc.
N/A—2,310-2,310-100%$1.5M———
L2 Asset Management, LLC
N/A—2,306-2,306-100%$1.5M———
Monograph Wealth Advisors, LLC
N/A—2,300-2,300-100%$1.5M———
Holderness Investments Co
N/A—2,291-2,291-100%$1.5M———
Northwest Quadrant Wealth Management, LLC
N/A—2,285-2,285-100%$1.4M———
Brookwood Investment Group LLC
N/A—2,283-2,283-100%$1.4M———
Zions Bancorporation, National Association
N/A—2,264-2,264-100%$1.4M———
Ameritas Investment Partners, Inc.
N/A—2,262-2,262-100%$1.4M———
Highview Capital Management LLC
N/A—2,260-2,260-100%$1.4M———
SVB Wealth LLC
N/A—2,254-2,254-100%$1.4M———
Secured Retirement Advisors, LLC
N/A—2,245-2,245-100%$1.4M———
North Dallas Bank & Trust Co
N/A—2,161-2,161-100%$1.4M———
MidFirst Bank
N/A—2,157-2,157-100%$1.4M———
SouthState Bank Corp
N/A—2,154-2,154-100%$1.4M———
NorthCoast Asset Management LLC
N/A—2,147-2,147-100%$1.4M———
Shufro Rose & Co LLC
N/A—2,114-2,114-100%$1.3M———
Sun Financial Inc
N/A—2,109-2,109-100%$1.3M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,103-2,103-100%$1.3M———
Cahill Financial Advisors Inc
N/A—2,089-2,089-100%$1.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,088-2,088-100%$1.3M———
Chancellor Financial Group WB LP
N/A—2,087-2,087-100%$1.3M———
Compass Capital Corp
N/A—2,085-2,085-100%$1.3M———
Jackson, Grant Investment Advisers, Inc.
N/A—2,081-2,081-100%$1.3M———
Smith, Moore & Co.
N/A—2,040-2,040-100%$1.3M———
McGowan Group Asset Management, Inc.
N/A—2,034-2,034-100%$1.3M———
Tiaa Wealth Investment Management LLC
N/A—2,025-2,025-100%$1.3M———
Ironwood Investment Counsel, LLC
N/A—2,009-2,009-100%$1.3M———
Twin Capital Management Inc
N/A—2,006-2,006-100%$1.3M———
Oxford Financial Group, Ltd. LLC
N/A—2,000-2,000-100%$1.3M———
Ally Financial Inc.
N/A—2,000-2,000-100%$1.3M———
Boyd Watterson Asset Management LLC
N/A—2,000-2,000-100%$1.3M———
Oversea-Chinese Banking Corp Ltd
N/A—2,000-2,000-100%$1.3M———
Riverview Trust Co
N/A—1,997-1,997-100%$1.3M———
V. M. Manning & Co., Inc.
N/A—1,994-1,994-100%$1.3M———
Legacy Financial Advisors, Inc.
N/A—1,992-1,992-100%$1.3M———
Cozad Asset Management Inc
N/A—1,987-1,987-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—1,986-1,986-100%$1.3M———
Foresight Group Ltd Liability Partnership
N/A—1,981-1,981-100%$1.2M———
Circle Wealth Management, LLC
N/A—1,965-1,965-100%$1.2M———
CoreCommodity Management, LLC
N/A—1,961-1,961-100%$1.2M———
Davis Asset Management, L.P.
N/A—1,943-1,943-100%$1.2M———
CIM Investment Management Inc
N/A—1,933-1,933-100%$1.2M———
Keebeck Wealth Management
N/A—1,930-1,930-100%$1.2M———
South Plains Financial, Inc.
N/A—1,929-1,929-100%$1.2M———
Hantz Financial Services, Inc.
N/A—1,921-1,921-100%$1.2M———
Frec Markets, Inc.
N/A—1,919-1,919-100%$1.2M———
Providence Financial Advisors, LLC
N/A—1,913-1,913-100%$1.2M———
Magnolia Capital Advisors LLC
N/A—1,911-1,911-100%$1.2M———
Van Hulzen Asset Management, LLC
N/A—1,908-1,908-100%$1.2M———
Patron Partners, LLC
N/A—1,902-1,902-100%$1.2M———
AssuredPartners Investment Advisors, LLC
N/A—1,859-1,859-100%$1.2M———
Thomasville National Bank
N/A—1,846-1,846-100%$1.2M———
LaSalle St. Investment Advisors, LLC
N/A—1,842-1,842-100%$1.2M———
Aventura Private Wealth, LLC
N/A—1,842-1,842-100%$1.2M———
Evercore Wealth Management, LLC
N/A—1,826-1,826-100%$1.2M———
Farmers National Bank
N/A—1,821-1,821-100%$1.2M———
Ancora Advisors LLCA
N/A—1,811-1,811-100%$1.1M———
Capstone Investment Advisors, LLC
N/A—1,790-1,790-100%$1.1M———
Madison Wealth Partners, Inc
N/A—1,779-1,779-100%$1.1M———
Dana Investment Advisors, Inc.
N/A—1,778-1,778-100%$1.1M———
Castlekeep Investment Advisors LLC
N/A—1,765-1,765-100%$1.1M———
Prelude Capital Management, LLC
N/A—1,760-1,760-100%$1.1M———
Pallas Capital Advisors LLC
N/A—1,759-1,759-100%$1.1M———
Mmbg Investment Advisors Co.
N/A—1,755-1,755-100%$1.1M———
Accent Capital Management, LLC
N/A—1,750-1,750-100%$1.1M———
FAS Wealth Partners, Inc.
N/A—1,749-1,749-100%$1.1M———
Western Wealth Management, LLC
N/A—1,747-1,747-100%$1.1M———
Mosaic Family Wealth Partners, LLC
N/A—1,736-1,736-100%$1.1M———
Greykasell Wealth Strategies, Inc.
N/A—1,732-1,732-100%$1.1M———
Panagora Asset Management Inc
N/A—1,717-1,717-100%$1.1M———
Heartland Bank & Trust Co
N/A—1,712-1,712-100%$1.1M———
Waterloo Capital, L.P.
N/A—1,709-1,709-100%$1.1M———
Viawealth, LLC
N/A—1,699-1,699-100%$1.1M———
Estabrook Capital Management
N/A—1,690-1,690-100%$1.1M———
Catalyst Financial Partners LLC
N/A—1,685-1,685-100%$1.1M———
Duncan Williams Asset Management, LLC
N/A—1,684-1,684-100%$1.1M———
Ponta Wealth Partners, LLC
N/A—1,677-1,677-100%$1.1M———
BlueCrest Capital Management Ltd
N/A—1,641-1,641-100%$1.0M———
Proficio Capital Partners LLC
N/A—1,637-1,637-100%$1.0M———
Vela Investment Management, LLC
N/A—1,635-1,635-100%$1.0M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—1,627-1,627-100%$1.0M———
Tradition Wealth Management, LLC
N/A—1,624-1,624-100%$1.0M———
Joule Financial, LLC
N/A—1,620-1,620-100%$1.0M———
German American Bancorp, Inc.
N/A—1,618-1,618-100%$1.0M———
Thoroughbred Financial Services, LLC
N/A—1,615-1,615-100%$1.0M———
Cape COD Five Cents Savings Bank
N/A—1,606-1,606-100%$1.0M———
Falcon Wealth Planning
N/A—1,593-1,593-100%$1.0M———
JTC Employer Solutions Trustee Ltd
N/A—1,585-1,585-100%$1.0M———
Regal Investment Advisors LLC
N/A—1,563-1,563-100%$991.5K———
EFG International AG
N/A—1,546-1,546-100%$980.9K———
Wellington Grp LLC
N/A—1,526-1,526-100%$968.0K———
Blue Chip Partners, LLC
N/A—1,523-1,523-100%$965.9K———
Kintra Wealth, LLC
N/A—1,521-1,521-100%$931.3K———
Strategic Financial Services, Inc.
N/A—1,511-1,511-100%$958.5K———
Sompo Asset Management Co., Ltd.
N/A—1,510-1,510-100%$957.8K———
Lavaca Capital LLC
N/A—1,500-1,500-100%$951.5K———
Bantamac Capital, LLC
N/A—1,500-1,500-100%$951.5K———
Strategic Wealth Partners, Ltd.
N/A—1,494-1,494-100%$947.8K———
Sfmg, LLC
N/A—1,490-1,490-100%$945.3K———
Group One Trading LLC
N/A—1,487-1,487-100%$943.2K———
Cardiff Park Advisors, LLC
N/A—1,481-1,481-100%$939.4K———
Permanent Capital Management, LP
N/A—1,479-1,479-100%$940.6K———
Roberts Glore & Co Inc
N/A—1,463-1,463-100%$927.7K———
United Bank
N/A—1,451-1,451-100%$920.4K———
Penserra Capital Management LLC
N/A—1,450-1,450-100%$906.0K———
First American Trust, FSB
N/A—1,444-1,444-100%$915.2K———
Bridgewater Associates, LP
N/A—1,433-1,433-100%$909.0K———
Boston Family Office LLC
N/A—1,427-1,427-100%$905.0K———
Brevan Howard Capital Management LP
N/A—1,424-1,424-100%$903.3K———
Round Rock Advisors LLC
N/A—1,419-1,419-100%$900.1K———
Spreng Capital Management, Inc.
N/A—1,412-1,412-100%$895.8K———
Financial Engines Advisors L.L.C.
N/A—1,406-1,406-100%$891.9K———
Cofg Advisors, LLC
N/A—1,398-1,398-100%$887.0K———
First National Bank & Trust Co of Newtown
N/A—1,392-1,392-100%$825.0K———
Hilltop Holdings Inc.
N/A—1,387-1,387-100%$879.7K———
Foster & Motley Inc
N/A—1,382-1,382-100%$877.0K———
FourThought Financial Partners, LLC
N/A—1,375-1,375-100%$872.4K———
Stratos Wealth Advisors, LLC
N/A—1,369-1,369-100%$868.9K———
Addison Capital Co
N/A—1,344-1,344-100%$852.7K———
Johnson Financial Group, Inc.
N/A—1,343-1,343-100%$854.1K———
Fi3 Financial Advisors, LLC
N/A—1,338-1,338-100%$348.4K———
PCM Encore, LLC
N/A—1,336-1,336-100%$847.6K———
Walleye Capital LLC
N/A—1,334-1,334-100%$846.2K———
Aspire Capital Advisors LLC
N/A—1,327-1,327-100%$841.8K———
Rogco, LP
N/A—1,321-1,321-100%$838.0K———
Leigh Baldwin & Co., LLC
N/A—1,319-1,319-100%$836.9K———
Marco Investment Management LLC
N/A—1,300-1,300-100%$824.6K———
Cary Street Partners Investment Advisory LLC
N/A—1,282-1,282-100%$813.2K———
Optas, LLC
N/A—1,271-1,271-100%$806.2K———
Gilbert & Cook, Inc.
N/A—1,253-1,253-100%$795.0K———
Broderick Brian C
N/A—1,250-1,250-100%$792.9K———
Maimon Wealth Management Ltd.
N/A—1,250-1,250-100%$792.9K———
First Foundation Advisors
N/A—1,246-1,246-100%$790.5K———
GW&K Investment Management, LLC
N/A—1,245-1,245-100%$790.0K———
Barnett & Company, Inc.
N/A—1,240-1,240-100%$786.6K———
Prosperity Consulting Group, LLC
N/A—1,240-1,240-100%$786.5K———
Atlas Capital Advisors Inc.
N/A—1,238-1,238-100%$785.3K———
Brave Asset Management Inc
N/A—1,229-1,229-100%$779.6K———
Zuckerman Investment Group, LLC
N/A—1,228-1,228-100%$779.0K———
Legacy Capital Group California, Inc.
N/A—1,223-1,223-100%$775.8K———
Basecamp Wealth Advisors LLC
N/A—1,221-1,221-100%$774.5K———
Qtron Investments LLC
N/A—1,221-1,221-100%$774.5K———
Quotient Wealth Partners, LLC
N/A—1,216-1,216-100%$771.6K———
Wellspring Financial Advisors, LLC
N/A—1,215-1,215-100%$770.7K———
Osmosis Investment Management UK Ltd
N/A—1,214-1,214-100%$770.1K———
Anchor Investment Management, LLC
N/A—1,208-1,208-100%$766.0K———
Rothschild Capital Partners, LLC
N/A—1,199-1,199-100%$760.6K———
Fairfield, Bush & Co.
N/A—1,195-1,195-100%$758.0K———
Argent Advisors, Inc.
N/A—1,181-1,181-100%$749.1K———
Forefront Analytics, LLC
N/A—1,172-1,172-100%$743.2K———
Blueshift Asset Management, LLC
N/A—1,162-1,162-100%$737.1K———
Parallax Volatility Advisers, L.P.
N/A—1,157-1,157-100%$733.9K———
Bridgewater Advisors Inc.
N/A—1,155-1,155-100%$690.5K———
Pure Financial Advisors, LLC
N/A—1,146-1,146-100%$726.7K———
Bank of Marin
N/A—1,127-1,127-100%$714.9K———
Transcend Capital Advisors, LLC
N/A—1,126-1,126-100%$714.0K———
Seeds Investor LLC
N/A—1,124-1,124-100%$713.0K———
Townsquare Capital LLC
N/A—1,121-1,121-100%$711.1K———
Ellevest, Inc.
N/A—1,120-1,120-100%$703.8K———
Peak Asset Management, LLC
N/A—1,119-1,119-100%$709.8K———
Affinity Wealth Management LLC
N/A—1,119-1,119-100%$709.8K———
Stonebridge Financial Group, LLC / MO
N/A—1,101-1,101-100%$698.4K———
Founders Financial Alliance, LLC
N/A—1,097-1,097-100%$695.8K———
Tiemann Investment Advisors, LLC
N/A—1,097-1,097-100%$695.9K———
one8zero8, LLC
N/A—1,088-1,088-100%$690.2K———
PSI Advisors, LLC
N/A—1,087-1,087-100%$689.5K———
Kelly Lawrence W & Associates Inc
N/A—1,075-1,075-100%$681.9K———
Keel Point, LLC
N/A—1,072-1,072-100%$680.2K———
Summitry LLC
N/A—1,067-1,067-100%$676.8K———
Good Steward Wealth Advisors,LLC
N/A—1,060-1,060-100%$672.4K———
Gladstone Institutional Advisory LLC
N/A—1,052-1,052-100%$667.5K———
GeoWealth Management, LLC
N/A—1,041-1,041-100%$660.3K———
Sargent Investment Group, LLC
N/A—1,037-1,037-100%$657.8K———
Everpar Advisors LLC
N/A—1,036-1,036-100%$657.2K———
Chesapeake Capital Corp
N/A—1,031-1,031-100%$654.0K———
Iron Gate Global Advisors LLC
N/A—1,030-1,030-100%$653.4K———
LOS Angeles Capital Management LLC
N/A—1,028-1,028-100%$652.1K———
Painted Porch Advisors LLC
N/A—1,027-1,027-100%$651.5K———
Puzo Michael J
N/A—1,010-1,010-100%$640.7K———
1248 Management, LLC
N/A—1,006-1,006-100%$639.8K———
Orleans Capital Management Corp
N/A—1,000-1,000-100%$634.3K———
Sovereign Financial Group, Inc.
N/A—1,000-1,000-100%$634.4K———
Silver Coast Investments LLC
N/A—992-992-100%$629.3K———
Legacy Trust
N/A—989-989-100%$627.4K———
Delta Asset Management LLC
N/A—987-987-100%$626.1K———
Nwam LLC
N/A—985-985-100%$624.9K———
TRB Wealth Management, LLC
N/A—982-982-100%$622.9K———
Bogart Wealth, LLC
N/A—982-982-100%$622.9K———
Defiance ETFs, LLC
N/A—976-976-100%$612.6K———
Venturi Wealth Management, LLC
N/A—976-976-100%$619.1K———
Silver OAK Securities, Incorporated
N/A—969-969-100%$614.4K———
S Harris Financial Group, LLC
N/A—955-955-100%$606.0K———
Westmount Partners, LLC
N/A—953-953-100%$604.4K———
Asahi Life Asset Management Co., Ltd.
N/A—953-953-100%$604.5K———
Phoenix Financial Ltd.
N/A—950-950-100%$600.8K———
Bank OZK
N/A—942-942-100%$597.5K———
Athena Investment Management
N/A—940-940-100%$596.3K———
Phillips Wealth Planners LLC
N/A—939-939-100%$566.8K———
Fort Point Capital Partners LLC
N/A—938-938-100%$596.5K———
BCR Wealth Strategies, LLC
N/A—937-937-100%$594.0K———
E Fund Management Co., Ltd.
N/A—934-934-100%$592.5K———
Diamant Asset Management, Inc.
N/A—934-934-100%$592.5K———
Retirement Planning Group, LLC / NY
N/A—902-902-100%$573.6K———
Bolthouse Investments, LLC
N/A—902-902-100%$572.3K———
Marex Group Ltd
N/A—894-894-100%$567.1K———
Berger Financial Group, Inc
N/A—890-890-100%$564.8K———
Stonebrook Private Inc.
N/A—883-883-100%$559.8K———
Perennial Investment Advisors, LLC
N/A—882-882-100%$559.4K———
Citizens & Northern Corp
N/A—880-880-100%$558.2K———
Ethos Financial Group, LLC
N/A—865-865-100%$530.0K———
Cladis Investment Advisory, LLC
N/A—864-864-100%$547.8K———
S&CO Inc
N/A—860-860-100%$545.0K———
44 Wealth Management LLC
N/A—856-856-100%$543.0K———
Cornerstone Advisory, LLC
N/A—840-840-100%$532.5K———
Adalta Capital Management LLC
N/A—837-837-100%$532.3K———
AlTi Global, Inc.
N/A—833-833-100%$529.7K———
Winch Advisory Services, LLC
N/A—832-832-100%$527.9K———
Bouchey Financial Group, Ltd.
N/A—812-812-100%$516.1K———
Corient IA LP
N/A—810-810-100%$513.8K———
1015 Capital Partners, LLC
N/A—809-809-100%$513.2K———
Fortis Group Advisors, LLC
N/A—808-808-100%$512.9K———
Emissary Wealth LLC
N/A—806-806-100%$511.3K———
Flputnam Investment Management Co
N/A—805-805-100%$510.7K———
Fukoku Mutual Life Insurance Co
N/A—801-801-100%$508.1K———
Luken Investment Analytics, LLC
N/A—800-800-100%$507.5K———
Zhang Financial LLC
N/A—794-794-100%$503.5K———
First Financial Bankshares Inc
N/A—791-791-100%$501.8K———
Tradewinds, Llc.
N/A—789-789-100%$10.2M———
Ruggaard & Associates LLC
N/A—786-786-100%$498.8K———
Acorns Advisers, LLC
N/A—784-784-100%$497.0K———
Elgethun Capital Management
N/A—781-781-100%$495.5K———
BSW Wealth Partners
N/A—781-781-100%$495.3K———
Marble Wealth, LLC
N/A—777-777-100%$492.9K———
Hamel Associates, Inc.
N/A—775-775-100%$491.6K———
SOA Wealth Advisors, Llc.
N/A—767-767-100%$486.6K———
Wulff, Hansen & Co.
N/A—765-765-100%$485.3K———
Mayflower Financial Advisors, LLC
N/A—762-762-100%$483.2K———
MJP Associates Inc
N/A—762-762-100%$483.2K———
West Family Investments, Inc.
N/A—758-758-100%$480.8K———
Lbmc Investment Advisors, LLC
N/A—751-751-100%$476.4K———
Platform Wealth Management, LLC
N/A—750-750-100%$475.7K———
Widmann Financial Services, Inc.
N/A—744-744-100%$471.9K———
CVA Family Office, LLC
N/A—742-742-100%$470.5K———
Paces Ferry Wealth Advisors, LLC
N/A—739-739-100%$469.1K———
Naviter Wealth, LLC
N/A—735-735-100%$467.4K———
Guardian Wealth Advisors, LLC / NC
N/A—732-732-100%$464.3K———
Coastal Bridge Advisors, LLC
N/A—730-730-100%$462.7K———
BlackDiamond Wealth Management, LLC
N/A—724-724-100%$441.3K———
CM Wealth Advisors LLC
N/A—723-723-100%$459.8K———
Planning Directions Inc
N/A—718-718-100%$455.5K———
Tyche Wealth Partners LLC
N/A—716-716-100%$454.4K———
Palisades Hudson Asset Management, L.P.
N/A—712-712-100%$452.0K———
Canal Capital Management, LLC
N/A—703-703-100%$445.8K———
KKM Financial LLC
N/A—701-701-100%$444.7K———
Tanglewood Legacy Advisors, LLC
N/A—700-700-100%$444.0K———
LSV Asset Management
N/A—700-700-100%$444.0K———
Carr Financial Group Corp
N/A—699-699-100%$443.6K———
Innovative Asset Advisors Group, LLC
N/A—698-698-100%$443.0K———
Maxele Advisors, LLC
N/A—694-694-100%$440.0K———
Schonfeld Strategic Advisors LLC
N/A—692-692-100%$439.0K———
HHM Wealth Advisors, LLC
N/A—689-689-100%$437.2K———
CoreFirst Bank & Trust
N/A—687-687-100%$435.8K———
Bank of the Bluegrass & Trust Co.
N/A—687-687-100%$461.3K———
N.E.W. Advisory Services LLC
N/A—685-685-100%$434.5K———
Cyber Hornet ETFs LLC
N/A—683-683-100%$433.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—682-682-100%$432.6K———
AG Asset Advisory, LLC
N/A—680-680-100%$431.3K———
Waddell & Associates, LLC
N/A—676-676-100%$428.8K———
Morris Financial Concepts, Inc.
N/A—672-672-100%$426.3K———
Granite Harbor Advisors, Inc.
N/A—668-668-100%$424.0K———
North Star Asset Management Inc
N/A—661-661-100%$418.7K———
Main Street Financial Solutions, LLC
N/A—658-658-100%$417.7K———
WealthShield Partners, LLC
N/A—657-657-100%$417.8K———
One Capital Management, LLC
N/A—655-655-100%$369.0K———
Alesco Advisors, LLC, An ESL Co
N/A—655-655-100%$415.5K———
Crux Wealth Advisors
N/A—654-654-100%$414.9K———
Ames National Corp
N/A—653-653-100%$414.2K———
MRP Capital Investments, LLC
N/A—650-650-100%$412.3K———
Spirepoint Private Client, LLC
N/A—649-649-100%$411.7K———
Samara Investment Management, LLC
N/A—648-648-100%$411.0K———
Horizon Family Wealth, Inc.
N/A—642-642-100%$407.2K———
SGL Investment Advisors, Inc.
N/A—642-642-100%$391.2K———
Polar Asset Management Partners Inc.
N/A—638-638-100%$404.7K———
West Michigan Advisors, LLC
N/A—637-637-100%$405.3K———
Snowwater Investment Partners, LLC
N/A—637-637-100%$405.1K———
Baltimore-Washington Financial Advisors, Inc.
N/A—636-636-100%$403.4K———
Bannerstone Capital Management, LLC
N/A—636-636-100%$403.4K———
Orcam Financial Group
N/A—634-634-100%$402.2K———
Bedel Financial Consulting, Inc.
N/A—634-634-100%$402.3K———
Rice Partnership, LLC
N/A—630-630-100%$399.6K———
Texas Yale Capital Corp.
N/A—628-628-100%$398.4K———
Allred Capital Management, LLC
N/A—626-626-100%$397.1K———
Operose Advisors LLC
N/A—625-625-100%$396.5K———
Range Advisory, LLC
N/A—624-624-100%$395.8K———
First Western Trust Bank
N/A—621-621-100%$393.9K———
Elm Partners Management LLC
N/A—619-619-100%$392.9K———
WealthTrust Axiom LLC
N/A—617-617-100%$391.7K———
Hodges Capital Management Inc.
N/A—612-612-100%$388.2K———
Advyzon Investment Management, LLC
N/A—612-612-100%$388.5K———
Westerkirk Capital Inc.
N/A—610-610-100%$386.9K———
McLaughlin Asset Management, Inc.
N/A—600-600-100%$380.6K———
Fiera Capital Corp
N/A—600-600-100%$380.6K———
F/m Investments LLC
N/A—600-600-100%$380.6K———
United Bank
N/A—599-599-100%$380.0K———
Capital Wealth Planning, LLC
N/A—590-590-100%$374.5K———
Quent Capital, LLC
N/A—589-589-100%$373.8K———
Buffalo Business & Estate Services LTD
N/A—589-589-100%$373.7K———
Forefront Wealth Partners, LLC
N/A—587-587-100%$372.5K———
Clifford Group, LLC
N/A—582-582-100%$369.2K———
Concorde Asset Management, LLC
N/A—581-581-100%$369.5K———
Intellus Advisors LLC
N/A—576-576-100%$365.2K———
Cedrus Wealth Group LLC
N/A—576-576-100%$365.4K———
Red Door Wealth Management, LLC
N/A—576-576-100%$365.3K———
Alan B Lancz & Associates, Inc.
N/A—575-575-100%$364.7K———
Vance Wealth, LLC
N/A—574-574-100%$365.0K———
New Republic Capital, LLC
N/A—571-571-100%$362.0K———
WNY Asset Management, LLC
N/A—565-565-100%$358.4K———
Summit Wealth & Retirement Planning, Inc.
N/A—565-565-100%$358.4K———
Oddo BHF Asset Management SAS
N/A—565-565-100%$358.4K———
Conservest Capital Advisors, Inc.
N/A—563-563-100%$357.2K———
Capital Advisors Inc
N/A—563-563-100%$357.4K———
IFS Group,LLC
N/A—560-560-100%$355.2K———
Marietta Investment Partners LLC
N/A—560-560-100%$355.2K———
Genesis Financial Group, LLC
N/A—559-559-100%$354.6K———
Libra Wealth LLC
N/A—559-559-100%$354.6K———
JT Stratford LLC
N/A—558-558-100%$354.2K———
Mairs & Power Inc
N/A—557-557-100%$353.3K———
Sanchez Levi Garrett
N/A—556-556-100%$352.7K———
Old North State Trust, LLC
N/A—552-552-100%$350.0K———
360 Financial, Inc.
N/A—547-547-100%$346.9K———
Bank of Hawaii
N/A—546-546-100%$346.3K———
Highland Investment Advisors LLC
N/A—540-540-100%$342.5K———
Kesler, Norman & Wride, LLC
N/A—538-538-100%$341.6K———
Wealth Alliance, LLC
N/A—537-537-100%$340.9K———
Outlook Capital Management, LLC
N/A—535-535-100%$339.4K———
Safeguard Investment Advisory Group, LLC
N/A—530-530-100%$336.4K———
Purkiss Capital Advisors LLC
N/A—530-530-100%$336.2K———
HFR Wealth Management, LLC
N/A—529-529-100%$335.9K———
Wealthquest Corp
N/A—529-529-100%$335.6K———
Keating Financial Advisory Services, Inc.
N/A—529-529-100%$335.6K———
Elefante Mark B
N/A—525-525-100%$333.0K———
Advance Capital Management, Inc.
N/A—523-523-100%$331.7K———
Novak & Powell Financial Services, Inc.
N/A—522-522-100%$331.1K———
Fiduciary Financial Advisors
N/A—521-521-100%$328.6K———
M. Kulyk & Associates, LLC
N/A—520-520-100%$329.9K———
Shepherd Wealth Management Ltd Liability Co
N/A—516-516-100%$308.0K———
Burling Wealth Partners, LLC
N/A—515-515-100%$326.7K———
Tudor Financial Inc.
N/A—513-513-100%$325.4K———
Vista Capital Partners, Inc.
N/A—511-511-100%$324.1K———
Keynote Financial Services LLC
N/A—508-508-100%$322.2K———
Cornerstone Capital, Inc.
N/A—501-501-100%$317.8K———
Voleon Capital Management LP
N/A—500-500-100%$317.2K———
Core Alternative Capital
N/A—500-500-100%$317.2K———
Alteri Wealth LLC
N/A—500-500-100%$317.2K———
GTS Securities LLC
N/A—498-498-100%$315.9K———
Baron Silver Stevens Financial Advisors, LLC
N/A—496-496-100%$314.6K———
Arbor Trust Wealth Advisors, LLC
N/A—495-495-100%$314.0K———
IAG Wealth Partners, LLC
N/A—495-495-100%$314.0K———
Calton & Associates, Inc.
N/A—491-491-100%$311.2K———
McLean Asset Management Corp
N/A—490-490-100%$290.5K———
NCM Capital Management, LLC
N/A—489-489-100%$310.2K———
Requisite Capital Management, LLC
N/A—489-489-100%$311.0K———
Groupama Asset Managment
N/A—489-489-100%$310.2K———
Avant Capital LLC
N/A—488-488-100%$309.6K———
Aberdeen Wealth Management LLC
N/A—484-484-100%$307.2K———
GWN Securities Inc.
N/A—477-477-100%$302.6K———
Gallagher Fiduciary Advisors, LLC
N/A—476-476-100%$302.1K———
OneAscent Family Office, LLC
N/A—474-474-100%$300.8K———
Dravo BAY LLC
N/A—470-470-100%$298.1K———
Alta Wealth Advisors LLC
N/A—467-467-100%$296.2K———
Hopwood Nicholas Hunter
N/A—462-462-100%$293.2K———
Aspen Capital Management, LLC
N/A—461-461-100%$292.4K———
Legacy Wealth Advisors, LLC
N/A—460-460-100%$291.8K———
Olde Wealth Management, LLC
N/A—460-460-100%$292.0K———
Wayfinding Financial, LLC
N/A—457-457-100%$290.0K———
Stratos Investment Management, LLC
N/A—456-456-100%$289.7K———
PIN OAK Investment Advisors Inc
N/A—452-452-100%$287.0K———
BWM Planning, LLC
N/A—451-451-100%$285.9K———
Aspire Growth Partners LLC
N/A—450-450-100%$285.6K———
Nvest Financial, LLC
N/A—448-448-100%$284.1K———
Sittner & Nelson, LLC
N/A—447-447-100%$283.5K———
VestGen Investment Management
N/A—440-440-100%$279.1K———
National Philanthropic Trust
N/A—439-439-100%$278.5K———
Clarendon Private LLC
N/A—439-439-100%$278.7K———
Pgim Custom Harvest LLC
N/A—432-432-100%$274.0K———
Birchcreek Wealth Management, LLC
N/A—425-425-100%$269.6K———
Ellenbecker Investment Group
N/A—424-424-100%$269.5K———
Roehl & Yi Investment Advisors, LLC
N/A—424-424-100%$269.1K———
Portfolio Strategies, Inc.
N/A—423-423-100%$268.3K———
Retirement Income Solutions, Inc
N/A—422-422-100%$237.7K———
Clearwater Capital Advisors, LLC
N/A—418-418-100%$265.2K———
George Kaiser Family Foundation
N/A—417-417-100%$264.5K———
Alexander Labrunerie & Co., Inc.
N/A—417-417-100%$264.5K———
Cvfg LLC
N/A—416-416-100%$264.2K———
Meadowbrook Advisors Group, LLC
N/A—414-414-100%$262.6K———
Pitcairn Wealth Advisors LLC
N/A—413-413-100%$262.0K———
Modus Advisors, LLC
N/A—408-408-100%$258.8K———
Aster Capital Management (Difc) Ltd
N/A—407-407-100%$258.2K———
Carson Advisory Inc.
N/A—406-406-100%$257.3K———
TFR Capital, Llc.
N/A—404-404-100%$256.3K———
Wellington-Altus USA Inc.
N/A—404-404-100%$227.6K———
EWA, LLC
N/A—403-403-100%$255.8K———
Maridea Wealth Management LLC
N/A—401-401-100%$254.2K———
Boston Partners
N/A—399-399-100%$251.2K———
DRW Securities, LLC
N/A—399-399-100%$253.1K———
Capula Management Ltd
N/A—399-399-100%$253.1K———
NerdWallet Wealth Partners, LLC
N/A—398-398-100%$252.5K———
Security National Bank of Sioux City Iowa
N/A—394-394-100%$249.9K———
Marshall Financial Group, LLC
N/A—394-394-100%$250.0K———
Dunhill Financial, LLC
N/A—391-391-100%$248.5K———
Edgestream Partners, L.P.
N/A—391-391-100%$248.0K———
Topsail Wealth Management, LLC
N/A—390-390-100%$247.4K———
Calydon Capital
N/A—389-389-100%$246.8K———
Ameriflex Group, Inc.
N/A—380-380-100%$241.0K———
Heritage Wealth Advisors
N/A—379-379-100%$240.4K———
Beaird Harris Wealth Management, LLC
N/A—379-379-100%$240.1K———
Mosaic Financial Group, LLC
N/A—377-377-100%$239.0K———
Brooks, Moore & Associates, Inc.
N/A—375-375-100%$237.9K———
Signet Private Wealth LLC
N/A—371-371-100%$235.6K———
Continental Investors Services, Inc.
N/A—370-370-100%$226.4K———
Hexagon Capital Partners LLC
N/A—368-368-100%$233.4K———
Z3 Capital Partners, LLC
N/A—367-367-100%$232.8K———
Financial Advisors Network, Inc.
N/A—367-367-100%$232.8K———
Swan Global Investments, LLC
N/A—365-365-100%$231.5K———
17 Capital Partners, LLC
N/A—363-363-100%$230.3K———
Reliant Investment Partners, LLC
N/A—362-362-100%$229.6K———
Florida Financial Advisors, LLC
N/A—362-362-100%$229.9K———
FLP Wealth Management, LLC
N/A—362-362-100%$229.7K———
BOK Financial Private Wealth, Inc.
N/A—360-360-100%$228.9K———
Meridian Wealth Advisors, LLC
N/A—360-360-100%$228.4K———
Westfuller Advisors, LLC
N/A—360-360-100%$228.8K———
Planning Alternatives LTD
N/A—359-359-100%$227.7K———
DV Trading LLC
N/A—357-357-100%$226.5K———
Nicholson Wealth Management Group, LLC
N/A—354-354-100%$224.6K———
RNC Capital Management LLC
N/A—353-353-100%$223.7K———
Members Trust Co
N/A—353-353-100%$223.9K———
Intrepid Capital Management Inc
N/A—350-350-100%$222.0K———
Kinetic Wealth Investment Advisors LLC
N/A—347-347-100%$220.1K———
Alpha Capital Advisors Inc
N/A—347-347-100%$220.1K———
Mason & Associates Inc
N/A—345-345-100%$218.8K———
Integrity Financial Corp
N/A—343-343-100%$218.2K———
Kennedy Capital Management LLC
N/A—341-341-100%$216.3K———
Strategic Investment Advisors / MI
N/A—338-338-100%$214.3K———
Guardian Capital, LLC
N/A—336-336-100%$212.8K———
Peak Retirement Planning, Inc.
N/A—336-336-100%$213.1K———
Prasad Wealth Partners, LLC
N/A—335-335-100%$212.5K———
Performance Wealth Partners, LLC
N/A—333-333-100%$211.3K———
Copia Wealth Management
N/A—332-332-100%$210.6K———
M3 Advisory Group, LLC
N/A—331-331-100%$210.0K———
Capital Asset Managemnet, LLC
N/A—330-330-100%$209.3K———
One Charles Private Wealth Services, LLC
N/A—329-329-100%$208.9K———
Twin Peaks Wealth Advisors, LLC
N/A—329-329-100%$208.5K———
Swiss RE LTD
N/A—327-327-100%$207.4K———
Johnson Wealth Management, LLC
N/A—326-326-100%$206.8K———
Capital Investment Management, Inc.
N/A—326-326-100%$206.8K———
Navera Investment Management Ltd.
N/A—325-325-100%$206.0K———
American Money Management, LLC
N/A—325-325-100%$206.2K———
Northwest Bancshares, Inc.
N/A—324-324-100%$205.5K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—321-321-100%$203.6K———
Ironwood Investment Management LLC
N/A—320-320-100%$203.0K———
Pine Harbor Wealth Management, LLC
N/A—318-318-100%$201.5K———
Arcus Capital Partners, LLC
N/A—318-318-100%$201.7K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—317-317-100%$201.1K———
Bernicke Wealth Management, Ltd.
N/A—316-316-100%$200.5K———
Napier Financial, LLC
N/A—314-314-100%$199.2K———
Tacita Capital Inc
N/A—310-310-100%$196.6K———
Cetera Trust Company, N.a
N/A—310-310-100%$196.6K———
Millstone Evans Group, LLC
N/A—296-296-100%$187.8K———
Coston, McIsaac & Partners
N/A—273-273-100%$173.0K———
Caldwell Sutter Capital, Inc.
N/A—272-272-100%$172.5K———
Frazier Financial Advisors, LLC
N/A—270-270-100%$171.3K———
Fourth Dimension Wealth, LLC
N/A—264-264-100%$167.5K———
PlanVest Financial, Inc
N/A—260-260-100%$165.2K———
Pingora Partners LLC
N/A—250-250-100%$158.6K———
Medallion Wealth Advisors, LLC
N/A—246-246-100%$156.0K———
Addison Advisors LLC
N/A—232-232-100%$147.2K———
Rowlandmiller & Partners.adv
N/A—225-225-100%$143.3K———
Vanguard National Trust Co
N/A—216-216-100%$137.0K———
Bruce G. Allen Investments, LLC
N/A—216-216-100%$137.0K———
Transamerica Financial Advisors, LLC
N/A—204-204-100%$130.3K———
Abound Financial, LLC
N/A—200-200-100%$126.9K———
Godfrey Financial Associates, Inc.
N/A—181-181-100%$114.8K———
Oakmont Corp
N/A—176-176-100%$111.6K———
Continuum Advisory, LLC
N/A—171-171-100%$108.5K———
Chelsea Counsel Co
N/A—150-150-100%$95.4K———
HighMark Wealth Management LLC
N/A—147-147-100%$93.3K———
Sankala Group LLC
N/A—146-146-100%$86.3K———
Hollencrest Capital Management
N/A—145-145-100%$92.0K———
Meramec Financial Planners, LLC
N/A—141-141-100%$88.1K———
Darwin Wealth Management, LLC
N/A—134-134-100%$85.1K———
Dogwood Wealth Management LLC
N/A—131-131-100%$83.1K———
SHP Wealth Management
N/A—126-126-100%$79.7K———
Tiaa Trust, National Association
N/A—122-122-100%$77.4K———
Prosperity Bancshares Inc
N/A—119-119-100%$75.5K———
Boreal Capital Management LLC
N/A—115-115-100%$73.1K———
McMillan Office, Inc.
N/A—110-110-100%$69.8K———
Mcguire Capital Advisors Inc
N/A—107-107-100%$67.9K———
Ballast Advisors LLC
N/A—107-107-100%$67.9K———
Strategic Investment Solutions, Inc.
N/A—101-101-100%$63.8K———
Consultiva Wealth Management, Corp.
N/A—100-100-100%$63.4K———
Atlantic Private Wealth, LLC
N/A—100-100-100%$63.4K———
Prestige Wealth Management Group LLC
N/A—95-95-100%$60.4K———
Meeder Asset Management Inc
N/A—93-93-100%$59.0K———
Kemnay Advisory Services Inc.
N/A—91-91-100%$57.7K———
Bernard Wealth Management Corp.
N/A—90-90-100%$57.1K———
Ogorek Anthony Joseph
N/A—87-87-100%$55.0K———
Allied Private Wealth LLC
N/A—80-80-100%$48.3K———
Cheviot Value Management, LLC
N/A—75-75-100%$47.5K———
Pinney & Scofield, Inc.
N/A—75-75-100%$47.6K———
Roble, Belko & Company, Inc
N/A—72-72-100%$46.0K———
Sachetta, LLC
N/A—71-71-100%$45.0K———
SIT Investment Associates Inc
N/A—71-71-100%$45.0K———
Twin Lakes Capital Management, LLC
N/A—68-68-100%$43.1K———
Security National Bank of SO DAK
N/A—67-67-100%$42.5K———
Vision Retirement, LLC
N/A—66-66-100%$42.0K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—66-66-100%$41.9K———
Strive Financial Group,LLC
N/A—66-66-100%$41.9K———
Synergy Investment Management, LLC
N/A—62-62-100%$38.1K———
Harborfront Financial Group LLC
N/A—62-62-100%$39.1K———
Timmons Wealth Management, LLC
N/A—62-62-100%$39.3K———
Raffa Wealth Management, LLC
N/A—62-62-100%$39.3K———
Front Row Advisors LLC
N/A—60-60-100%$37.1K———
Kerr Financial Planning Corp
N/A—59-59-100%$37.4K———
Crewe Advisors LLC
N/A—55-55-100%$34.9K———
Orion Capital Management LLC
N/A—50-50-100%$31.7K———
Credit Industriel ET Commercial
N/A—48-48-100%$30.4K———
Truvestments Capital LLC
N/A—48-48-100%$30.4K———
Kilter Group LLC
N/A—46-46-100%$29.2K———
Mpwm Advisory Solutions, LLC
N/A—44-44-100%$27.9K———
Cornerstone Financial Management LLC
N/A—43-43-100%$27.3K———
Game Plan Financial Advisors, LLC
N/A—42-42-100%$26.6K———
Osbon Capital Management LLC
N/A—37-37-100%$23.5K———
Tidemark, LLC
N/A—32-32-100%$20.0K———
Westend Capital Management, LLC
N/A—26-26-100%$16.5K———
Paladin Advisory Group, LLC
N/A—25-25-100%$15.9K———
Centennial Bank
N/A—24-24-100%$15.2K———
Ossiam
N/A—23-23-100%$14.6K———
Nova Wealth Management, Inc.
N/A—21-21-100%$13.4K———
WHI Trust Co LLC
N/A—20-20-100%$12.7K———
Rexford Capital Inc
N/A—18-18-100%$11.4K———
TD Capital Management LLC
N/A—15-15-100%$9.5K———
Rialto Wealth Management, LLC
N/A—14-14-100%$8.9K———
Atomic Invest LLC
N/A—11-11-100%$7.0K———
Delos Wealth Advisors, LLC
N/A—11-11-100%$7.0K———
Corsicana & Co.
N/A—10-10-100%$6.3K———
HFM Investment Advisors, LLC
N/A—9-9-100%$5.7K———
Broadwater Capital Management LLC
N/A—5-5-100%$3.2K———
Marshall Investment Management, LLC
N/A—5-5-100%$3.2K———
Investors Portfolio Services LLC
N/A—4-4-100%$2.5K———
Cbiz Investment Advisory Services, LLC
N/A—4-4-100%$2.3K———
S&T Bank
N/A—4-4-100%$2.5K———
Financial Gravity Companies, Inc.
N/A—4-4-100%$2.5K———
Lummis Asset Management, LP
N/A—3-3-100%$1.9K———
Seneschal Advisors, LLC
N/A—3-3-100%$1.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—3-3-100%$1.9K———
Peak6 LLC
N/A—1-1-100%$526———
Cordant, Inc.
N/A—1-1-100%$381———
Evolution Advisers, Inc.
N/A—1-1-100%$0———
Ross\johnson & Associates LLC
N/A—1-1-100%$634———
Ankerstar Wealth, LLC
N/A—1-1-100%$650———
Quarry LP
N/A—1-1-100%$634———
Oakmont Advisory Group, LLC
N/A—00—$0———
Showing 2775 of 2775 institutions