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Diageo PLC (DGED)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares2,051,793 from 1,644,565
Change+407,228 (+25%)
Value$175.6M (+$43.2M)
Filed 2026-11-04
Equity Investment Corp
INCREASED
Shares1,673,224 from 1,667,509
Change+5,715 (+0%)
Value$143.2M (+$9.2M)
Filed 2026-11-04
Markel Group Inc.
UNCHANGED
Shares1,372,208 from 1,372,208
Change0 (0%)
Value$117.5M (+$7.2M)
Filed 2026-10-30
ABC Arbitrage SA
INCREASED
Shares591,885 from 584,311
Change+7,574 (+1%)
Value$50.7M (+$3.7M)
Filed 2026-10-23
Douglas Lane & Associates, LLC
INCREASED
Shares504,919 from 498,271
Change+6,648 (+1%)
Value$43.2M (+$3.2M)
Filed 2026-10-09
AGF Management LTD
DECREASED
Shares386,137 from 387,720
Change-1,583 (0%)
Value$33.1M (+$1.9M)
Filed 2026-11-03
Private Management Group Inc
DECREASED
Shares346,943 from 349,184
Change-2,241 (-1%)
Value$29.7M (+$1.6M)
Filed 2026-11-04
Saratoga Research & Investment Management
DECREASED
Shares340,544 from 361,038
Change-20,494 (-6%)
Value$29.2M (+$130.3K)
Filed 2026-10-16
Foundation Resource Management Inc
DECREASED
Shares239,005 from 241,589
Change-2,584 (-1%)
Value$20.5M (+$1.0M)
Filed 2026-10-19
Oppenheimer Asset Management Inc.
INCREASED
Shares208,626 from 200,067
Change+8,559 (+4%)
Value$17.9M (+$1.8M)
Filed 2026-10-27
Townsend & Associates, Inc
INCREASED
Shares170,996 from 168,835
Change+2,161 (+1%)
Value$16.3M (+$1.9M)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares161,005 from 151,882
Change+9,123 (+6%)
Value$13.8M (+$1.6M)
Filed 2026-10-21
Great Hill Capital LLC
INCREASED
Shares153,837 from 142,128
Change+11,709 (+8%)
Value$13.2M (+$1.7M)
Filed 2026-10-20
Cambiar Investors LLC
DECREASED
Shares138,244 from 547,854
Change-409,610 (-75%)
Value$11.8M (-$32.2M)
Filed 2026-11-04
Allied Investment Advisors, LLC
INCREASED
Shares132,889 from 123,872
Change+9,017 (+7%)
Value$11.4M (+$1.4M)
Filed 2026-10-13
Tweedy, Browne Co LLC
DECREASED
Shares122,706 from 126,176
Change-3,470 (-3%)
Value$10.5M (+$361.6K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares112,569 from 97,283
Change+15,286 (+16%)
Value$9.6M (+$1.8M)
Filed 2026-11-02
Grandfield & Dodd, LLC
DECREASED
Shares107,867 from 139,706
Change-31,839 (-23%)
Value$9.2M (-$2.0M)
Filed 2026-10-29
Confluence Investment Management LLC
DECREASED
Shares100,892 from 776,936
Change-676,044 (-87%)
Value$8.6M (-$53.8M)
Filed 2026-10-01
Bank of New York Mellon Corp
INCREASED
Shares96,666 from 87,472
Change+9,194 (+11%)
Value$8.3M (+$1.2M)
Filed 2026-11-05
Poehling Capital Management, Inc.
INCREASED
Shares95,770 from 92,840
Change+2,930 (+3%)
Value$8.2M (+$735.5K)
Filed 2026-10-20
Morguard Lincluden Global Investments Ltd
DECREASED
Shares93,872 from 95,951
Change-2,079 (-2%)
Value$8.0K (-$7.7M)
Filed 2026-10-28
Philip James Wealth Mangement, LLC
DECREASED
Shares88,963 from 103,195
Change-14,232 (-14%)
Value$7.6M (-$679.6K)
Filed 2026-10-27
Live Oak Private Wealth LLC
DECREASED
Shares84,945 from 90,156
Change-5,211 (-6%)
Value$7.3M (+$24.6K)
Filed 2026-11-02
Lmcg Investments, LLC
INCREASED
Shares78,471 from 52,412
Change+26,059 (+50%)
Value$6.7M (+$2.5M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares75,873 from 75,601
Change+272 (+0%)
Value$5.2M (+$604.4K)
Filed 2026-10-13
Addenda Capital Inc.
UNCHANGED
Shares73,000 from 73,000
Change0 (0%)
Value$6.2M (+$381.1K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares72,386 from 80,965
Change-8,579 (-11%)
Value$6.2M (-$311.7K)
Filed 2026-10-30
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares67,813 from 69,626
Change-1,813 (-3%)
Value$5.8M (+$208.3K)
Filed 2026-10-09
Capricorn Fund Managers Ltd
INCREASED
Shares67,000 from 54,000
Change+13,000 (+24%)
Value$5.7M (+$1.4M)
Filed 2026-11-03
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares60,280 from 59,275
Change+1,005 (+2%)
Value$5.2M (+$395.4K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares57,804 from 57,038
Change+766 (+1%)
Value$4.9M (+$363.3K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares55,768 from 53,672
Change+2,096 (+4%)
Value$4.8M (+$459.5K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares41,264 from 47,765
Change-6,501 (-14%)
Value$3.5M (-$307.2K)
Filed 2026-11-04
Value Partners Investments Inc.
UNCHANGED
Shares40,214 from 40,214
Change0 (0%)
Value$3.4M (+$217.4K)
Filed 2026-10-19
Dmkc Advisory Services, LLC
INCREASED
Shares39,739 from 36,589
Change+3,150 (+9%)
Value$3.4M (+$460.6K)
Filed 2026-11-04
Quadrant Capital Group LLC
DECREASED
Shares39,641 from 43,559
Change-3,918 (-9%)
Value$3.6M (+$83.5K)
Filed 2026-10-20
Transmarket Holdings LP
DECREASED
Shares38,125 from 38,911
Change-786 (-2%)
Value$3.3M (+$135.8K)
Filed 2026-10-27
Ethic Inc.
DECREASED
Shares34,527 from 36,865
Change-2,338 (-6%)
Value$3.0M (-$7.7K)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares29,637 from 30,688
Change-1,051 (-3%)
Value$2.5M (+$70.3K)
Filed 2026-10-28
Benedict Financial Advisors Inc
INCREASED
Shares28,241 from 26,007
Change+2,234 (+9%)
Value$2.4M (+$327.0K)
Filed 2026-10-07
Royal Fund Management, LLC
DECREASED
Shares28,142 from 28,849
Change-707 (-2%)
Value$2.4M (+$90.1K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares28,104 from 23,489
Change+4,615 (+20%)
Value$2.4M (+$517.7K)
Filed 2026-10-15
LEE Danner & Bass Inc
INCREASED
Shares26,908 from 26,725
Change+183 (+1%)
Value$2.3M (+$155.2K)
Filed 2026-10-27
Roffman Miller Associates Inc
DECREASED
Shares26,458 from 35,060
Change-8,602 (-25%)
Value$2.3M (-$553.4K)
Filed 2026-10-19
Tctc Holdings, LLC
DECREASED
Shares23,950 from 24,050
Change-100 (0%)
Value$2.1M (+$117.0K)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED
Shares22,935 from 24,000
Change-1,065 (-4%)
Value$2.0M (+$34.1K)
Filed 2026-11-02
Beutel, Goodman & Co Ltd.
DECREASED
Shares22,635 from 24,060
Change-1,425 (-6%)
Value$1.9K (-$1.9M)
Filed 2026-11-04
Old Port Advisors
INCREASED
Shares22,331 from 21,633
Change+698 (+3%)
Value$1.9M (+$172.7K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares21,130 from 26,376
Change-5,246 (-20%)
Value$1.8K (-$2.1M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares20,619 from 20,145
Change+474 (+2%)
Value$1.8M (+$145.7K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares20,125 from 20,635
Change-510 (-2%)
Value$1.7M (+$64.1K)
Filed 2026-10-16
Clear Harbor Asset Management, LLC
INCREASED
Shares19,966 from 19,963
Change+3 (+0%)
Value$1.7M (+$104.5K)
Filed 2026-11-05
Investment Management Associates Inc
INCREASED
Shares19,657 from 4,081
Change+15,576 (+382%)
Value$1.7M (+$1.4M)
Filed 2026-10-29
Levin Capital Strategies, L.P.
UNCHANGED
Shares19,464 from 19,464
Change0 (0%)
Value$1.7M (+$101.6K)
Filed 2026-11-02
HB Wealth Management, LLC
DECREASED
Shares18,983 from 19,244
Change-261 (-1%)
Value$1.6M (+$78.0K)
Filed 2026-10-23
Pavion Blue Capital, LLC
INCREASED
Shares18,265 from 17,739
Change+526 (+3%)
Value$1.6M (+$121.5K)
Filed 2026-11-05
Chiron Capital Management, LLC
DECREASED
Shares17,705 from 18,505
Change-800 (-4%)
Value$1.5M (+$28.1K)
Filed 2026-10-15
Davenport & Co LLC
DECREASED
Shares17,470 from 24,749
Change-7,279 (-29%)
Value$1.5M (-$493.9K)
Filed 2026-10-14
Inlet Private Wealth, LLC
DECREASED
Shares17,176 from 17,656
Change-480 (-3%)
Value$1.5M (+$51.1K)
Filed 2026-10-21
GC Wealth Management RIA, LLC
DECREASED
Shares16,962 from 17,086
Change-124 (-1%)
Value$1.5M (+$78.6K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
DECREASED
Shares16,493 from 20,358
Change-3,865 (-19%)
Value$1.4M (-$206.4K)
Filed 2026-10-13
Evergreen Capital Management LLC
DECREASED
Shares15,820 from 22,625
Change-6,805 (-30%)
Value$1.4M (-$464.4K)
Filed 2026-10-23
Montag A & Associates Inc
DECREASED
Shares15,648 from 16,145
Change-497 (-3%)
Value$1.3M (+$41.7K)
Filed 2026-10-29
Fort Washington Investment Advisors Inc
DECREASED
Shares15,398 from 16,004
Change-606 (-4%)
Value$1.3M (+$31.7K)
Filed 2026-10-15
Keybank National Association
DECREASED
Shares15,378 from 15,965
Change-587 (-4%)
Value$1.3M (+$33.1K)
Filed 2026-11-04
Autumn Glory Partners, LLC
UNCHANGED
Shares15,213 from 15,213
Change0 (0%)
Value$1.3M (+$79.4K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares14,521 from 12,037
Change+2,484 (+21%)
Value$1.2M (+$275.5K)
Filed 2026-10-29
Nicholas Hoffman & Company, Llc.
DECREASED
Shares13,872 from 13,966
Change-94 (-1%)
Value$1.2M (+$64.9K)
Filed 2026-10-30
Kornitzer Capital Management Inc
UNCHANGED
Shares13,055 from 13,055
Change0 (0%)
Value$1.1M (+$68.1K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares12,520 from 16,780
Change-4,260 (-25%)
Value$1.1M (-$277.4K)
Filed 2026-10-08
J. Safra Sarasin Holding AG
DECREASED
Shares12,442 from 12,823
Change-381 (-3%)
Value$1.1M (+$34.0K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares12,336 from 13,035
Change-699 (-5%)
Value$1.1M (+$8.2K)
Filed 2026-10-20
Burkett Asset Management Ltd
DECREASED
Shares12,290 from 24,100
Change-11,810 (-49%)
Value$1.1M (-$885.1K)
Filed 2026-10-13
Naples Global Advisors, LLC
DECREASED
Shares11,771 from 11,911
Change-140 (-1%)
Value$1.0M (+$50.2K)
Filed 2026-11-05
Highland Capital Management, LLC
DECREASED
Shares11,340 from 11,740
Change-400 (-3%)
Value$970.7K (+$27.0K)
Filed 2026-10-26
Sterling Capital Management LLC
INCREASED
Shares11,307 from 11,162
Change+145 (+1%)
Value$967.9K (+$70.7K)
Filed 2026-10-22
Beverly Hills Private Wealth, LLC
INCREASED
Shares10,902 from 9,811
Change+1,091 (+11%)
Value$933.2K (+$144.6K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares10,844 from 9,410
Change+1,434 (+15%)
Value$928.2K (+$171.8K)
Filed 2026-10-23
Aaron Wealth Advisors LLC
INCREASED
Shares10,777 from 10,601
Change+176 (+2%)
Value$922.5K (+$70.4K)
Filed 2026-10-13
Central Trust Co
DECREASED
Shares10,608 from 11,074
Change-466 (-4%)
Value$908.1K (+$17.9K)
Filed 2026-11-05
Global Strategic Management Inc
INCREASED
Shares10,550 from 10,350
Change+200 (+2%)
Value$904 (-$831.1K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED
Shares10,301 from 10,420
Change-119 (-1%)
Value$881.6K (+$44.1K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares10,119 from 3,492
Change+6,627 (+190%)
Value$866.2K (+$585.5K)
Filed 2026-10-30
Crossmark Global Holdings, Inc.
DECREASED
Shares9,952 from 11,283
Change-1,331 (-12%)
Value$851.9K (-$55.0K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares9,948 from 8,502
Change+1,446 (+17%)
Value$851.5K (+$168.2K)
Filed 2026-10-22
Joel Isaacson & Co., LLC
INCREASED
Shares9,830 from 9,828
Change+2 (+0%)
Value$841.4K (+$51.5K)
Filed 2026-11-05
Westhampton Capital, LLC
DECREASED
Shares9,816 from 10,536
Change-720 (-7%)
Value$840.2K (-$6.6K)
Filed 2026-10-30
Shrier Wealth Management, LLC
INCREASED
Shares9,599 from 9,339
Change+260 (+3%)
Value$821.7K (+$71.0K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares9,343 from 8,950
Change+393 (+4%)
Value$873.4K (+$153.7K)
Filed 2026-11-04
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares9,259 from 8,476
Change+783 (+9%)
Value$792.6K (+$111.3K)
Filed 2026-10-14
CIBC Asset Management Inc
INCREASED
Shares9,078 from 6,082
Change+2,996 (+49%)
Value$777.1K (+$288.2K)
Filed 2026-11-05
Portside Wealth Group, LLC
INCREASED
Shares8,977 from 8,359
Change+618 (+7%)
Value$768.4K (+$96.5K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
DECREASED
Shares8,962 from 12,311
Change-3,349 (-27%)
Value$756.5K (-$212.5K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares8,325 from 6,308
Change+2,017 (+32%)
Value$713 (-$506.3K)
Filed 2026-10-26
Euro Pacific Asset Management, LLC
INCREASED
Shares8,280 from 7,195
Change+1,085 (+15%)
Value$708.8K (+$708.2K)
Filed 2026-11-03
Lanark Financial, Inc.
INCREASED
Shares8,210 from 7,971
Change+239 (+3%)
Value$702.8K (+$62.1K)
Filed 2026-10-26
Manske Wealth Management
INCREASED
Shares8,194 from 8,146
Change+48 (+1%)
Value$701.4K (+$46.6K)
Filed 2026-10-26
Bradyco, Inc.
DECREASED
Shares8,040 from 9,240
Change-1,200 (-13%)
Value$688.2K (-$54.5K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
INCREASED
Shares8,003 from 7,889
Change+114 (+1%)
Value$685.1K (+$50.9K)
Filed 2026-10-21
Councilmark Asset Management, LLC
UNCHANGED
Shares7,875 from 7,875
Change0 (0%)
Value$674.1K (+$41.1K)
Filed 2026-10-20
Pinnacle Associates LTD
DECREASED
Shares7,737 from 8,077
Change-340 (-4%)
Value$662.3K (+$13.1K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares7,730 from 6,740
Change+990 (+15%)
Value$654.0K (+$99.9K)
Filed 2026-11-04
Compound Planning, Inc.
DECREASED
Shares7,616 from 8,023
Change-407 (-5%)
Value$652.0K (+$7.0K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares7,323 from 7,350
Change-27 (0%)
Value$626.8K (+$36.1K)
Filed 2026-10-28
Three Bridge Wealth Advisors, LLC
INCREASED
Shares7,116 from 6,921
Change+195 (+3%)
Value$609.1K (+$52.8K)
Filed 2026-11-05
Parrish Capital LLC
INCREASED
Shares7,100 from 6,434
Change+666 (+10%)
Value$607.8K (+$90.6K)
Filed 2026-10-01
OceanIQ Capital, LLC
UNCHANGED
Shares7,052 from 7,052
Change0 (0%)
Value$637.7K (-$31.8K)
Filed 2026-10-19
Vontobel Holding Ltd.
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$599.4K (+$36.7K)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares6,994 from 8,054
Change-1,060 (-13%)
Value$598.7K (-$48.7K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares6,875 from 6,674
Change+201 (+3%)
Value$588.5K (+$52.1K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
INCREASED
Shares6,772 from 5,979
Change+793 (+13%)
Value$579.7K (+$99.1K)
Filed 2026-10-08
Parallel Advisors, LLC
DECREASED
Shares6,664 from 9,789
Change-3,125 (-32%)
Value$570.4K (-$216.5K)
Filed 2026-11-03
Regions Financial Corp
INCREASED
Shares6,663 from 3,518
Change+3,145 (+89%)
Value$570.4K (+$287.6K)
Filed 2026-11-05
Profund Advisors LLC
INCREASED
Shares6,604 from 5,893
Change+711 (+12%)
Value$565.3K (+$91.6K)
Filed 2026-10-29
Tanager Wealth Management LLP
INCREASED
Shares6,604 from 6,507
Change+97 (+1%)
Value$565.3K (+$42.3K)
Filed 2026-10-19
TT Capital Management LLC
INCREASED
Shares6,573 from 5,733
Change+840 (+15%)
Value$562.6K (+$101.8K)
Filed 2026-10-15
Wynn Capital, LLC
INCREASED
Shares6,506 from 6,216
Change+290 (+5%)
Value$556.9K (+$57.3K)
Filed 2026-10-13
Lincoln Capital LLC
DECREASED
Shares6,383 from 7,181
Change-798 (-11%)
Value$546.4K (-$30.8K)
Filed 2026-10-09
Advisortrust Partners, LLC
DECREASED
Shares6,308 from 6,340
Change-32 (0%)
Value$540.0K (+$30.4K)
Filed 2026-11-02
Simplex Trading, LLC
DECREASED
Shares6,208 from 16,430
Change-10,222 (-62%)
Value$531.4K (-$789.2K)
Filed 2026-11-04
Jacobi Capital Management LLC
DECREASED
Shares6,202 from 6,210
Change-8 (0%)
Value$530.8K (+$31.7K)
Filed 2026-11-05
Courier Capital LLC
DECREASED
Shares6,188 from 6,893
Change-705 (-10%)
Value$529.7K (-$24.4K)
Filed 2026-10-19
Chicago Trust Co NA
DECREASED
Shares6,170 from 6,474
Change-304 (-5%)
Value$528.2K (+$7.8K)
Filed 2026-10-28
Foster Victor Wealth Advisors, LLC
INCREASED
Shares6,139 from 5,555
Change+584 (+11%)
Value$573.9K (+$124.3K)
Filed 2026-10-21
Investors Research Corp
DECREASED
Shares6,113 from 6,263
Change-150 (-2%)
Value$523.3K (+$19.9K)
Filed 2026-10-07
Trust Co of Vermont
DECREASED
Shares6,004 from 6,643
Change-639 (-10%)
Value$513.9K (-$20.0K)
Filed 2026-10-21
Retirement Planning Co of New England, Inc.
DECREASED
Shares5,946 from 6,078
Change-132 (-2%)
Value$509.0K (+$20.4K)
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares5,939 from 5,948
Change-9 (0%)
Value$508.4K (+$30.3K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares5,507 from 6,514
Change-1,007 (-15%)
Value$471.4K (-$52.2K)
Filed 2026-10-08
Boston Trust Walden Corp
DECREASED
Shares5,496 from 5,846
Change-350 (-6%)
Value$470.5K (+$557)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares5,455 from 5,409
Change+46 (+1%)
Value$467.0K (+$32.2K)
Filed 2026-10-14
New Wave Wealth Advisors LLC
DECREASED
Shares5,393 from 5,590
Change-197 (-4%)
Value$487.7K (+$38.4K)
Filed 2026-10-19
Cowa, LLC
UNCHANGED
Shares5,175 from 5,175
Change0 (0%)
Value$443.0K (+$27.0K)
Filed 2026-10-30
DecisionMap Wealth Management, LLC
DECREASED
Shares5,117 from 5,514
Change-397 (-7%)
Value$438.0K (-$5.2K)
Filed 2026-10-29
Quintet Private Bank (Europe) S.A.
NEW
Shares5,000
Change+5,000
Value$428.0K
Filed 2026-10-08
Crestwood Advisors Group, LLC
INCREASED
Shares4,977 from 4,818
Change+159 (+3%)
Value$426.0K (+$38.8K)
Filed 2026-10-27
Lazari Capital Management, Inc.
DECREASED
Shares4,720 from 11,020
Change-6,300 (-57%)
Value$404.0K (-$481.8K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares4,712 from 4,453
Change+259 (+6%)
Value$403.3K (+$45.4K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
DECREASED
Shares4,685 from 5,157
Change-472 (-9%)
Value$401.1K (-$13.5K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,604 from 2,807
Change+1,797 (+64%)
Value$394.1K (+$168.5K)
Filed 2026-10-27
Jeppson Wealth Management, LLC
DECREASED
Shares4,559 from 4,579
Change-20 (0%)
Value$390.3K (+$22.2K)
Filed 2026-10-20
Bahl & Gaynor LLC
UNCHANGED
Shares4,513 from 4,513
Change0 (0%)
Value$386.3K (+$23.6K)
Filed 2026-11-05
Asset Management One Co., Ltd.
DECREASED
Shares4,435 from 4,528
Change-93 (-2%)
Value$379.6K (+$15.7K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares4,335 from 2,813
Change+1,522 (+54%)
Value$371.1K (+$145.0K)
Filed 2026-10-21
Cullen T Bankers, Inc.
UNCHANGED
Shares4,254 from 4,254
Change0 (0%)
Value$364.1K (+$22.2K)
Filed 2026-10-28
Ervin Investment Management, LLC
UNCHANGED
Shares4,201 from 4,201
Change0 (0%)
Value$359.6K (+$21.9K)
Filed 2026-10-23
First Nebraska Trust Co
UNCHANGED
Shares4,187 from 4,187
Change0 (0%)
Value$358.4K (+$21.9K)
Filed 2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares4,152 from 4,492
Change-340 (-8%)
Value$355.4K (-$5.7K)
Filed 2026-10-23
Independence Bank of Kentucky
DECREASED
Shares4,049 from 4,074
Change-25 (-1%)
Value$346.6K (+$19.1K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
NEW
Shares4,039
Change+4,039
Value$345.7K
Filed 2026-10-21
Welch Group, LLC
INCREASED
Shares3,967 from 3,934
Change+33 (+1%)
Value$339.6K (+$23.4K)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares3,936 from 2,527
Change+1,409 (+56%)
Value$336.9K (+$133.8K)
Filed 2026-11-05
Bangor Savings Bank
DECREASED
Shares3,894 from 3,985
Change-91 (-2%)
Value$333.3K (+$13.0K)
Filed 2026-10-06
Trek Financial, LLC
INCREASED
Shares3,858 from 3,846
Change+12 (+0%)
Value$330.2K (+$21.1K)
Filed 2026-10-29
Mystic Asset Management, Inc.
DECREASED
Shares3,854 from 3,924
Change-70 (-2%)
Value$329.9K (+$14.5K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares3,816 from 2,862
Change+954 (+33%)
Value$326.7K (+$96.6K)
Filed 2026-10-13
Founders Capital Management, LLC
UNCHANGED
Shares3,815 from 3,815
Change0 (0%)
Value$326.6K (+$19.9K)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares3,807 from 3,353
Change+454 (+14%)
Value$325.9K (+$56.4K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares3,803 from 3,312
Change+491 (+15%)
Value$325.5K (+$59.3K)
Filed 2026-10-23
DMC Group, LLC
INCREASED
Shares3,796 from 2,906
Change+890 (+31%)
Value$324.9K (+$91.4K)
Filed 2026-10-26
Compass Wealth Management LLC
DECREASED
Shares3,789 from 4,289
Change-500 (-12%)
Value$324.3K (-$20.4K)
Filed 2026-10-22
Alhambra Investment Management LLC
INCREASED
Shares3,714 from 3,675
Change+39 (+1%)
Value$317.9K (+$22.5K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares3,704 from 114
Change+3,590 (+3149%)
Value$317.1K (+$307.9K)
Filed 2026-11-05
Affiance Financial, LLC
UNCHANGED
Shares3,702 from 3,702
Change0 (0%)
Value$317.0K (+$19.3K)
Filed 2026-10-15
StoneX Group Inc.
NEW
Shares3,686
Change+3,686
Value$321.4K
Filed 2026-11-03
Woodmont Investment Counsel LLC
DECREASED
Shares3,623 from 4,110
Change-487 (-12%)
Value$310.1K (-$20.2K)
Filed 2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares3,612 from 3,612
Change0 (0%)
Value$309.2K (+$18.9K)
Filed 2026-10-22
Searle & Co.
DECREASED
Shares3,600 from 10,950
Change-7,350 (-67%)
Value$308.2K (-$572.0K)
Filed 2026-11-04
Diversify Advisory Services, LLC
INCREASED
Shares3,597 from 2,646
Change+951 (+36%)
Value$338.0K (+$112.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares3,597 from 2,646
Change+951 (+36%)
Value$338.0K (+$112.6K)
Filed 2026-10-20
Abel Hall, LLC
NEW
Shares3,569
Change+3,569
Value$305.5K
Filed 2026-10-19
Norden Group LLC
DECREASED
Shares3,548 from 3,731
Change-183 (-5%)
Value$303.7K (+$3.8K)
Filed 2026-10-20
Rossmore Private Capital
DECREASED
Shares3,454 from 3,519
Change-65 (-2%)
Value$295.7K (+$12.8K)
Filed 2026-10-27
Citizens National Bank Trust Department
INCREASED
Shares3,435 from 3,035
Change+400 (+13%)
Value$294.0K (+$50.1K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares3,429 from 3,188
Change+241 (+8%)
Value$293.6K (+$37.3K)
Filed 2026-10-22
May Hill Capital, LLC
INCREASED
Shares3,346 from 2,513
Change+833 (+33%)
Value$286.4K (+$84.4K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED
Shares3,346 from 4,064
Change-718 (-18%)
Value$286.4K (-$40.2K)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares3,330 from 3,097
Change+233 (+8%)
Value$285.0K (+$36.1K)
Filed 2026-10-02
AMG National Trust Bank
NEW
Shares3,056
Change+3,056
Value$261.6K
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares3,017 from 3,687
Change-670 (-18%)
Value$258.3K (-$38.1K)
Filed 2026-10-22
Indivisible Partners
INCREASED
Shares2,983 from 2,758
Change+225 (+8%)
Value$255.4K (+$33.6K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares2,947 from 2,493
Change+454 (+18%)
Value$252.3K (+$51.9K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares2,889
Change+2,889
Value$247.3K
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares2,868
Change+2,868
Value$245.5K
Filed 2026-10-21
Bfsg, LLC
INCREASED
Shares2,856 from 2,804
Change+52 (+2%)
Value$244.5K (+$19.1K)
Filed 2026-10-30
Occidental Asset Management, LLC
INCREASED
Shares2,846 from 2,832
Change+14 (+0%)
Value$243.6K (+$16.0K)
Filed 2026-11-05
Bull Street Advisors, LLC
DECREASED
Shares2,835 from 7,835
Change-5,000 (-64%)
Value$243 (-$629.8K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,767 from 2,767
Change0 (0%)
Value$236.9K (+$14.4K)
Filed 2026-10-23
Radnor Capital Management, LLC
DECREASED
Shares2,759 from 2,902
Change-143 (-5%)
Value$236.2K (+$2.9K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares2,747 from 2,734
Change+13 (+0%)
Value$235.2K (+$15.4K)
Filed 2026-10-23
Trust Point Inc.
DECREASED
Shares2,721 from 3,214
Change-493 (-15%)
Value$232.9K (-$25.4K)
Filed 2026-10-27
Marino, Stram & Associates LLC
UNCHANGED
Shares2,684 from 2,684
Change0 (0%)
Value$229.8K (+$14.0K)
Filed 2026-10-22
Washington Trust Advisors, Inc.
UNCHANGED
Shares2,677 from 2,677
Change0 (0%)
Value$229.2K (+$14.0K)
Filed 2026-10-22
Sapient Capital LLC
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$226.0K (+$13.8K)
Filed 2026-10-08
Venture Visionary Partners LLC
INCREASED
Shares2,592 from 2,544
Change+48 (+2%)
Value$221.9K (+$17.4K)
Filed 2026-10-07
Mission Wealth Management, LP
DECREASED
Shares2,579 from 4,552
Change-1,973 (-43%)
Value$220.8K (-$145.1K)
Filed 2026-10-15
TD Private Client Wealth LLC
INCREASED
Shares2,509 from 1,550
Change+959 (+62%)
Value$214.8K (+$90.2K)
Filed 2026-10-28
Gallacher Capital Management LLC
DECREASED
Shares2,471 from 3,830
Change-1,359 (-35%)
Value$211.5K (-$96.4K)
Filed 2026-10-30
Cypress Capital Group
NEW
Shares2,456
Change+2,456
Value$210.2K
Filed 2026-11-03
J.W. Cole Advisors, Inc.
NEW
Shares2,456
Change+2,456
Value$210.3K
Filed 2026-11-05
Ridgewood Investments LLC
DECREASED
Shares2,402 from 2,886
Change-484 (-17%)
Value$205.6K (-$26.4K)
Filed 2026-10-05
B. Riley Wealth Advisors, Inc.
NEW
Shares2,398
Change+2,398
Value$205.3K
Filed 2026-10-13
Parsons Capital Management Inc
NEW
Shares2,327
Change+2,327
Value$199.2K
Filed 2026-10-28
Sanders Morris Harris LLC
NEW
Shares2,313
Change+2,313
Value$202.4K
Filed 2026-10-14
Vision Financial Markets LLC
DECREASED
Shares2,267 from 2,271
Change-4 (0%)
Value$191.4K (+$12.0K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares2,227 from 2,221
Change+6 (+0%)
Value$190.6K (+$12.1K)
Filed 2026-10-20
China Universal Asset Management Co., Ltd.
UNCHANGED
Shares1,884 from 1,884
Change0 (0%)
Value$160.8K (+$9.3K)
Filed 2026-10-28
James T. Borello RIA
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$147.4K (+$9.0K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares1,715 from 1,234
Change+481 (+39%)
Value$146.8K (+$47.6K)
Filed 2026-10-08
Cromwell Holdings LLC
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$136.3K (+$8.3K)
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares1,493 from 1,461
Change+32 (+2%)
Value$127.8K (+$10.4K)
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$122.7K (+$7.5K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares1,240 from 1,250
Change-10 (-1%)
Value$106.2K (+$5.7K)
Filed 2026-11-04
Security National Bank
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$99.4K (+$6.1K)
Filed 2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$94.2K (+$5.7K)
Filed 2026-10-06
IFP Advisors, Inc
INCREASED
Shares1,081 from 1,058
Change+23 (+2%)
Value$92.5K (+$7.5K)
Filed 2026-10-16
Hara Capital LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$89.9K (+$5.5K)
Filed 2026-10-30
Kimelman & Baird, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$85.6K (+$5.2K)
Filed 2026-11-03
Axiom Investment Management LLC
INCREASED
Shares876 from 729
Change+147 (+20%)
Value$75.0K (+$16.4K)
Filed 2026-11-03
Golden State Wealth Management, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$71.9K (+$4.4K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares790 from 39
Change+751 (+1926%)
Value$67.6K (+$64.5K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares747 from 624
Change+123 (+20%)
Value$63.9K (+$13.8K)
Filed 2026-11-05
V-Square Quantitative Management LLC
DECREASED
Shares743 from 911
Change-168 (-18%)
Value$63.6K (-$9.6K)
Filed 2026-10-15
Legacy Bridge, LLC
DECREASED
Shares705 from 895
Change-190 (-21%)
Value$60.3K (-$11.6K)
Filed 2026-10-28
Caldwell Trust Co
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$57.9K (+$3.5K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
DECREASED
Shares666 from 832
Change-166 (-20%)
Value$57.0K (-$9.9K)
Filed 2026-10-13
Hickory Point Bank & Trust
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$56.5K (+$3.4K)
Filed 2026-10-01
Leonteq Securities AG
DECREASED
Shares656 from 745
Change-89 (-12%)
Value$56.2K (-$3.7K)
Filed 2026-10-29
Farmers & Merchants Investments Inc
DECREASED
Shares650 from 670
Change-20 (-3%)
Value$55.6K (+$1.8K)
Filed 2026-10-22
Creative Financial Designs Inc
DECREASED
Shares649 from 1,649
Change-1,000 (-61%)
Value$55.6K (-$77.0K)
Filed 2026-11-04
Grove Bank & Trust
DECREASED
Shares609 from 7,962
Change-7,353 (-92%)
Value$52.1K (-$587.9K)
Filed 2026-10-08
Financial Network Wealth Advisors LLC
INCREASED
Shares598 from 467
Change+131 (+28%)
Value$51.2K (+$13.7K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$51.2K (+$3.1K)
Filed 2026-10-13
GHP Investment Advisors, Inc.
DECREASED
Shares582 from 657
Change-75 (-11%)
Value$49.8K (-$3.0K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
INCREASED
Shares505 from 450
Change+55 (+12%)
Value$43.2K (+$7.1K)
Filed 2026-11-03
Q Fund Management (Hong Kong) Ltd
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$42.8K (+$2.6K)
Filed 2026-10-14
Salomon & Ludwin, LLC
INCREASED
Shares468 from 398
Change+70 (+18%)
Value$40.1K (+$8.7K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
DECREASED
Shares460 from 463
Change-3 (-1%)
Value$39.4K (+$2.2K)
Filed 2026-10-27
Bell Investment Advisors, Inc
INCREASED
Shares458 from 395
Change+63 (+16%)
Value$39.2K (+$7.5K)
Filed 2026-10-29
High Note Wealth, LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$37.4K (+$2.3K)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
INCREASED
Shares403 from 385
Change+18 (+5%)
Value$34.5K (+$3.6K)
Filed 2026-10-20
GGM Financial LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$33.8K (+$2.1K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$34 (-$16.0K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$31.2K (+$1.9K)
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares327
Change+327
Value$28.0K
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares322 from 36
Change+286 (+794%)
Value$27.6K (+$24.7K)
Filed 2026-10-14
New England Capital Financial Advisors LLC
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$26.6K (+$1.6K)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$26.4K (+$1.6K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$25.7K (+$1.6K)
Filed 2026-10-07
First Bancorp, Inc
INCREASED
Shares290 from 268
Change+22 (+8%)
Value$24.8K (+$3.3K)
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares261
Change+261
Value$22.4K
Filed 2026-10-09
Barrett & Company, Inc.
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$22.3K (+$1.4K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$19.7K (+$1.2K)
Filed 2026-10-13
Proathlete Wealth Management LLC
INCREASED
Shares224 from 18
Change+206 (+1144%)
Value$19.2K (+$17.7K)
Filed 2026-10-15
WPG Advisers, LLC
INCREASED
Shares221 from 212
Change+9 (+4%)
Value$18.9K (+$1.9K)
Filed 2026-10-27
Financial Perspectives, Inc
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$18.4K (+$1.1K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares213 from 192
Change+21 (+11%)
Value$18.2K (+$2.8K)
Filed 2026-11-05
Alpine Bank Wealth Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.1K (+$1.0K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.1K (+$1.0K)
Filed 2026-10-26
Thompson Investment Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.1K (+$1.0K)
Filed 2026-10-14
Kentucky Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$17.1K (+$1.0K)
Filed 2026-10-15
Fairscale Capital, LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$17.2K (+$2.4K)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares178 from 146
Change+32 (+22%)
Value$15.2K (+$3.5K)
Filed 2026-10-27
Beacon Financial Strategies Corp
DECREASED
Shares177 from 235
Change-58 (-25%)
Value$15.2K (-$3.7K)
Filed 2026-10-14
Kelleher Financial Advisors
DECREASED
Shares175 from 350
Change-175 (-50%)
Value$15.0K (-$13.2K)
Filed 2026-10-30
Tradewinds Capital Management, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$15.0K (+$913)
Filed 2026-10-23
Oakworth Capital, Inc.
DECREASED
Shares174 from 181
Change-7 (-4%)
Value$14.9K (+$345)
Filed 2026-10-26
City Holding Co
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$14.7K (+$899)
Filed 2026-10-19
Lodestone Wealth Management LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$14.7K (+$898)
Filed 2026-10-14
Hilltop National Bank
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$14.6K (+$893)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares167
Change+167
Value$14.3K
Filed 2026-11-04
CrossGen Wealth, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$14.1K (+$862)
Filed 2026-10-30
Guardian Partners Inc.
DECREASED
Shares150 from 1,400
Change-1,250 (-89%)
Value$12.8K (-$99.7K)
Filed 2026-10-21
First Premier Bank
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$13 (+$1)
Filed 2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$12.8K (+$783)
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$11.9K (+$728)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares132 from 23
Change+109 (+474%)
Value$11.3K (+$9.5K)
Filed 2026-11-05
Hurley Capital, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$11.1K (+$679)
Filed 2026-11-05
Old Second National Bank of Aurora
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$10.7K (+$652)
Filed 2026-10-22
West Financial Advisors, LLC
NEW
Shares117
Change+117
Value$10.0K
Filed 2026-10-22
Pacific Center for Financial Services
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$9.7K (+$590)
Filed 2026-10-15
True Wealth Design, LLC
INCREASED
Shares110 from 79
Change+31 (+39%)
Value$9.4K (+$3.1K)
Filed 2026-10-13
Financial Consulate, Inc
INCREASED
Shares110 from 90
Change+20 (+22%)
Value$9.4K (+$2.2K)
Filed 2026-10-23
Clark Wealth Partners
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$9.3K (+$566)
Filed 2026-10-19
Advantage Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.6K (+$522)
Filed 2026-10-19
St. Johns Investment Management Company, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.6K (+$522)
Filed 2026-10-30
SJS Investment Consulting Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.6K (+$522)
Filed 2026-10-26
PFS Partners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.6K (+$522)
Filed 2026-10-21
Caitong International Asset Management Co., Ltd
INCREASED
Shares97 from 57
Change+40 (+70%)
Value$8.3K (+$3.7K)
Filed 2026-10-29
Adirondack Trust Co
DECREASED
Shares96 from 103
Change-7 (-7%)
Value$8.2K (-$62)
Filed 2026-10-14
Spire Wealth Management
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$7.7K (+$471)
Filed 2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$7.3K (+$444)
Filed 2026-10-05
Elevation Wealth Partners, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$6.8K (+$412)
Filed 2026-10-07
Essential Partners LLC
NEW
Shares77
Change+77
Value$6.6K
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares77 from 52
Change+25 (+48%)
Value$6.6K (+$2.4K)
Filed 2026-10-20
Entrust Financial LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$6.3K (+$386)
Filed 2026-11-04
Tower Trust & Investment Co
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$5.6K (+$344)
Filed 2026-10-28
Wolff Wiese Magana LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.6K (+$339)
Filed 2026-10-15
Gleason Group, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$5.5K (+$334)
Filed 2026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$5.4K (+$329)
Filed 2026-10-15
Signature Equity Partners, LLC
DECREASED
Shares62 from 105
Change-43 (-41%)
Value$5.3K (-$3.1K)
Filed 2026-10-29
Balance Wealth Partners LLC
NEW
Shares61
Change+61
Value$5.2K
Filed 2026-10-27
Highline Wealth Partners LLC
NEW
Shares58
Change+58
Value$5.0K
Filed 2026-10-19
DecisionPoint Financial, LLC
INCREASED
Shares58 from 13
Change+45 (+346%)
Value$4.9K (+$3.9K)
Filed 2026-10-27
Rakuten Securities, Inc.
INCREASED
Shares55 from 52
Change+3 (+6%)
Value$4.7K (+$528)
Filed 2026-11-02
Ares Financial Consulting, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.7K (+$287)
Filed 2026-10-19
Godsey & Gibb, Inc
INCREASED
Shares50 from 39
Change+11 (+28%)
Value$4.3K (+$1.1K)
Filed 2026-10-14
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.3K (+$261)
Filed 2026-10-14
Sfam, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.3K (+$261)
Filed 2026-11-03
Pflug Koory, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$4.0K (+$245)
Filed 2026-10-26
Gold Investment Management Ltd.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$3.9K (+$241)
Filed 2026-10-19
Pacifica Partners Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.4K (+$90)
Filed 2026-10-09
MTM Investment Management, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.4K (+$209)
Filed 2026-10-30
Toth Financial Advisory Corp
NEW
Shares36
Change+36
Value$3.1K
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
DECREASED
Shares36 from 71
Change-35 (-49%)
Value$3.1K (-$2.6K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.9K ($0)
Filed 2026-11-05
Elyxium Wealth, LLC
NEW
Shares33
Change+33
Value$2.8K
Filed 2026-10-27
MV Capital Management, Inc.
INCREASED
Shares33 from 28
Change+5 (+18%)
Value$2.8K (+$574)
Filed 2026-10-29
1620 Investment Advisors, Inc.
INCREASED
Shares32 from 31
Change+1 (+3%)
Value$2.7K (+$166)
Filed 2026-11-04
Nisa Investment Advisors, LLC
INCREASED
Shares31 from 24
Change+7 (+29%)
Value$2.7K (+$725)
Filed 2026-10-20
Trust Co of Toledo NA
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.7K (+$162)
Filed 2026-10-16
Gilpin Wealth Management, LLC
NEW
Shares30
Change+30
Value$2.6K
Filed 2026-10-09
Tsfg, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3 (+$1)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.6K (+$157)
Filed 2026-11-02
Mascoma Wealth Management LLC
DECREASED
Shares26 from 32
Change-6 (-19%)
Value$2.2K (-$346)
Filed 2026-10-23
American Capital Advisory, LLC
DECREASED
Shares26 from 28
Change-2 (-7%)
Value$2.2K (-$25)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares23
Change+23
Value$2.0K
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares21
Change+21
Value$1.8K
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (+$104)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (+$103)
Filed 2026-10-28
Jnba Financial Advisors
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.6K (+$99)
Filed 2026-11-03
Financial Management Professionals, Inc.
NEW
Shares18
Change+18
Value$1.5K
Filed 2026-10-23
Global Trust Asset Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.5K (+$91)
Filed 2026-10-19
Acumen Wealth Advisors, LLC
DECREASED
Shares17 from 55
Change-38 (-69%)
Value$1.5K (-$3.0K)
Filed 2026-11-05
IMG Wealth Management, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.3K (+$78)
Filed 2026-10-27
Evolution Wealth Management Inc.
NEW
Shares14
Change+14
Value$1.2K
Filed 2026-10-28
Manchester Capital Management LLC
DECREASED
Shares14 from 24
Change-10 (-42%)
Value$1.2K (-$731)
Filed 2026-10-22
Planning Strategies Inc.
NEW
Shares13
Change+13
Value$1.1K
Filed 2026-10-02
Laurel Wealth Advisors LLC
NEW
Shares13
Change+13
Value$1.1K
Filed 2026-10-27
Retirement Wealth Solutions LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (+$68)
Filed 2026-10-07
Fairway Wealth LLC
NEW
Shares12
Change+12
Value$1.0K
Filed 2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.0K (+$62)
Filed 2026-10-22
Mosley Wealth Management
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.2K (+$170)
Filed 2026-10-16
Breakwater Investment Management
DECREASED
Shares9 from 11
Change-2 (-18%)
Value$771 (-$114)
Filed 2026-10-20
Fairman Group, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$685 (+$42)
Filed 2026-10-26
Raleigh Capital Management Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$692 (+$42)
Filed 2026-10-28
Monetary Solutions, Ltd
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$514 (+$112)
Filed 2026-10-22
Archer Investment Corp
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$428 (+$26)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED
Shares3 from 4
Change-1 (-25%)
Value$257 (-$65)
Filed 2026-10-23
Trust Co
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$257 (+$16)
Filed 2026-10-09
Abound Wealth Management
DECREASED
Shares1 from 4
Change-3 (-75%)
Value$86 (-$236)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$12
Filed 2026-11-02
Corda Investment Management, Llc.
CLOSED
Shares0 from 167,300
Change-167,300 (-100%)
Value$0 (-$13.4M)
Filed 2026-10-22
Moran Wealth Management, LLC
CLOSED
Shares0 from 89,478
Change-89,478 (-100%)
Value$0 (-$7.2M)
Filed 2026-10-22
Fiduciary Alliance LLC
CLOSED
Shares0 from 18,250
Change-18,250 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-13
Imc-Chicago, LLC
CLOSED
Shares0 from 16,845
Change-16,845 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Novem Group
CLOSED
Shares0 from 10,008
Change-10,008 (-100%)
Value$0 (-$804.4K)
Filed 2026-10-19
CMH Wealth Management LLC
CLOSED
Shares0 from 9,150
Change-9,150 (-100%)
Value$0 (-$735.5K)
Filed 2026-10-22
Absher Wealth Management, LLC
CLOSED
Shares0 from 5,543
Change-5,543 (-100%)
Value$0 (-$445.5K)
Filed 2026-11-02
Lantz Financial LLC
CLOSED
Shares0 from 5,496
Change-5,496 (-100%)
Value$0 (-$441.8K)
Filed 2026-10-15
Premier Path Wealth Partners, LLC
CLOSED
Shares0 from 4,625
Change-4,625 (-100%)
Value$0 (-$371.8K)
Filed 2026-10-16
Brown Miller Wealth Management, LLC
CLOSED
Shares0 from 4,189
Change-4,189 (-100%)
Value$0 (-$336.7K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 4,186
Change-4,186 (-100%)
Value$0 (-$336.5K)
Filed 2026-11-05
Sage Investment Counsel LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$321.5K)
Filed 2026-10-26
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 3,624
Change-3,624 (-100%)
Value$0 (-$291.3K)
Filed 2026-11-05
Lido Advisors, LLC
CLOSED
Shares0 from 3,225
Change-3,225 (-100%)
Value$0 (-$259.2K)
Filed 2026-11-04
Arlington Partners LLC
CLOSED
Shares0 from 3,205
Change-3,205 (-100%)
Value$0 (-$257.6K)
Filed 2026-10-20
Optimist Retirement Group LLC
CLOSED
Shares0 from 2,578
Change-2,578 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-30
Adkins Seale Capital Management LLC
CLOSED
Shares0 from 1,444
Change-1,444 (-100%)
Value$0 (-$116.1K)
Filed 2026-10-27
MCF Advisors LLC
CLOSED
Shares0 from 866
Change-866 (-100%)
Value$0 (-$69.6K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 373
Change-373 (-100%)
Value$0 (-$30.0K)
Filed 2026-10-13
Bayforest Capital Ltd
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$25.3K)
Filed 2026-11-03
City State Bank
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-16
Coastline Trust Co
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-01
Sunrise Financial Services, LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-21
Stone House Investment Management, LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
CLOSED
Shares0 from 86
Change-86 (-100%)
Value$0 (-$6.9K)
Filed 2026-11-03
Nemes Rush Group LLC
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-04
Eastern Bank
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-05
Daytona Street Capital LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-15
Davis Capital Management
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-08
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-26
Asset Dedication, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$2.8K)
Filed 2026-11-03
Atlatl Advisers LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-15
Whipplewood Advisors, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$80)
Filed 2026-10-14
Albion Financial Group
CLOSED
Shares0 from 0
Change0
Value$0 (-$18)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
UNCHANGED
Shares0 from 0
Change0
Value$34 (+$2)
Filed 2026-11-04
FMR LLC
N/A
Shares— from 7,584,890
Change-7,584,890 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 4,777,636
Change-4,777,636 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,915,201
Change-2,915,201 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,555,320
Change-1,555,320 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 1,200,738
Change-1,200,738 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,051,605
Change-1,051,605 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,019,148
Change-1,019,148 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 1,018,308
Change-1,018,308 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 951,700
Change-951,700 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 899,015
Change-899,015 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 825,138
Change-825,138 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 824,710
Change-824,710 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 737,214
Change-737,214 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 680,973
Change-680,973 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 679,550
Change-679,550 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 666,889
Change-666,889 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 620,017
Change-620,017 (-100%)
Value—
Partners Value Investments L.P.
N/A
Shares— from 609,150
Change-609,150 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 554,155
Change-554,155 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 548,906
Change-548,906 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 523,685
Change-523,685 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 518,222
Change-518,222 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 456,625
Change-456,625 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 447,133
Change-447,133 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 445,265
Change-445,265 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 411,821
Change-411,821 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 407,278
Change-407,278 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 400,299
Change-400,299 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 328,810
Change-328,810 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 318,623
Change-318,623 (-100%)
Value—
Pureheart Capital Pte Ltd.
N/A
Shares— from 312,237
Change-312,237 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 306,905
Change-306,905 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 302,107
Change-302,107 (-100%)
Value—
Monaco Asset Management SAM
N/A
Shares— from 288,674
Change-288,674 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 277,835
Change-277,835 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 264,382
Change-264,382 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 232,126
Change-232,126 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 230,135
Change-230,135 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 200,467
Change-200,467 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 199,419
Change-199,419 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 198,949
Change-198,949 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 188,771
Change-188,771 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 173,888
Change-173,888 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 173,712
Change-173,712 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 163,210
Change-163,210 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 152,169
Change-152,169 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 150,490
Change-150,490 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 144,278
Change-144,278 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 142,611
Change-142,611 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 139,241
Change-139,241 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 134,400
Change-134,400 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 130,931
Change-130,931 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 125,998
Change-125,998 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 123,976
Change-123,976 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 121,670
Change-121,670 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 120,601
Change-120,601 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 115,037
Change-115,037 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 109,743
Change-109,743 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 103,322
Change-103,322 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 102,003
Change-102,003 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 98,067
Change-98,067 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 97,669
Change-97,669 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 91,022
Change-91,022 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 87,816
Change-87,816 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 80,262
Change-80,262 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 76,904
Change-76,904 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 74,621
Change-74,621 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 74,443
Change-74,443 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 72,438
Change-72,438 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 66,475
Change-66,475 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 63,069
Change-63,069 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 62,637
Change-62,637 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 55,269
Change-55,269 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 54,861
Change-54,861 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 53,321
Change-53,321 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 52,284
Change-52,284 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 51,613
Change-51,613 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 50,371
Change-50,371 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 50,174
Change-50,174 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 49,490
Change-49,490 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 48,074
Change-48,074 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 47,208
Change-47,208 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 46,143
Change-46,143 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 45,494
Change-45,494 (-100%)
Value—
&partners
N/A
Shares— from 42,384
Change-42,384 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 42,296
Change-42,296 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 39,919
Change-39,919 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,856
Change-37,856 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 37,761
Change-37,761 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 37,222
Change-37,222 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 36,533
Change-36,533 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 35,979
Change-35,979 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 35,325
Change-35,325 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 35,256
Change-35,256 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 34,233
Change-34,233 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 33,928
Change-33,928 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 32,966
Change-32,966 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 31,855
Change-31,855 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 31,585
Change-31,585 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 29,153
Change-29,153 (-100%)
Value—
Stephens Inc
N/A
Shares— from 28,649
Change-28,649 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 28,368
Change-28,368 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 27,854
Change-27,854 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 27,492
Change-27,492 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 27,035
Change-27,035 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 26,543
Change-26,543 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 26,525
Change-26,525 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 26,313
Change-26,313 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 25,646
Change-25,646 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 25,576
Change-25,576 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 25,301
Change-25,301 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 24,506
Change-24,506 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 24,457
Change-24,457 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 24,276
Change-24,276 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 24,227
Change-24,227 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 23,221
Change-23,221 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 23,098
Change-23,098 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 22,834
Change-22,834 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,396
Change-22,396 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 22,135
Change-22,135 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 21,932
Change-21,932 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 21,398
Change-21,398 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 21,218
Change-21,218 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 19,173
Change-19,173 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 18,758
Change-18,758 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,570
Change-18,570 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,735
Change-17,735 (-100%)
Value—
Barclays PLC
N/A
Shares— from 17,347
Change-17,347 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,327
Change-17,327 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 17,266
Change-17,266 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 17,133
Change-17,133 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,851
Change-16,851 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 16,655
Change-16,655 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 16,088
Change-16,088 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 15,803
Change-15,803 (-100%)
Value—
EFG International AG
N/A
Shares— from 15,711
Change-15,711 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 15,405
Change-15,405 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 15,246
Change-15,246 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 14,410
Change-14,410 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,273
Change-14,273 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 13,561
Change-13,561 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13,509
Change-13,509 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 13,462
Change-13,462 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,955
Change-12,955 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 12,939
Change-12,939 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 12,478
Change-12,478 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 12,392
Change-12,392 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 12,325
Change-12,325 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,710
Change-11,710 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 11,698
Change-11,698 (-100%)
Value—
DRH Investments, Inc.
N/A
Shares— from 11,603
Change-11,603 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 11,356
Change-11,356 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 11,133
Change-11,133 (-100%)
Value—
Dodge & COX
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 10,946
Change-10,946 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 10,829
Change-10,829 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 10,543
Change-10,543 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 10,540
Change-10,540 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 10,242
Change-10,242 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 10,224
Change-10,224 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 10,052
Change-10,052 (-100%)
Value—
Norges Bank
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 9,958
Change-9,958 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,920
Change-9,920 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 9,406
Change-9,406 (-100%)
Value—
Blair William & Co
N/A
Shares— from 9,255
Change-9,255 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 9,194
Change-9,194 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 8,883
Change-8,883 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,877
Change-8,877 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 8,581
Change-8,581 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 8,193
Change-8,193 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 8,191
Change-8,191 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 8,069
Change-8,069 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 7,898
Change-7,898 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 7,466
Change-7,466 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 7,075
Change-7,075 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,060
Change-7,060 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 7,024
Change-7,024 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,826
Change-6,826 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 6,328
Change-6,328 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,290
Change-6,290 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 6,189
Change-6,189 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 6,140
Change-6,140 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 6,139
Change-6,139 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,131
Change-6,131 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 5,906
Change-5,906 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 5,787
Change-5,787 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,543
Change-5,543 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 5,539
Change-5,539 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,486
Change-5,486 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 5,387
Change-5,387 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,868
Change-4,868 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,841
Change-4,841 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 4,694
Change-4,694 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 4,608
Change-4,608 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 4,471
Change-4,471 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,315
Change-4,315 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,113
Change-4,113 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,899
Change-3,899 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
R Squared Ltd
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 922
Change-922 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 900
Change-900 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 627
Change-627 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 612
Change-612 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 611
Change-611 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 584
Change-584 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 534
Change-534 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 475
Change-475 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 325
Change-325 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 322
Change-322 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 265
Change-265 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 255
Change-255 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Motco
N/A
Shares— from 229
Change-229 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 100
Change-100 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 100
Change-100 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 80
Change-80 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 73
Change-73 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 32
Change-32 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
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Change-19 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 16
Change-16 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 7
Change-7 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Loomis Sayles & Co L P
N/A
Shares— from 0
Change0
Value—
Status
Dimensional Fund Advisors LP
INCREASED2,051,7931,644,565+407,228+25%$132.4M$175.6M+$43.2M2026-11-04
Equity Investment Corp
INCREASED1,673,2241,667,509+5,715+0%$134.0M$143.2M+$9.2M2026-11-04
Markel Group Inc.
UNCHANGED1,372,2081,372,20800%$110.3M$117.5M+$7.2M2026-10-30
ABC Arbitrage SA
INCREASED591,885584,311+7,574+1%$47.0M$50.7M+$3.7M2026-10-23
Douglas Lane & Associates, LLC
INCREASED504,919498,271+6,648+1%$40.1M$43.2M+$3.2M2026-10-09
AGF Management LTD
DECREASED386,137387,720-1,5830%$31.2M$33.1M+$1.9M2026-11-03
Private Management Group Inc
DECREASED346,943349,184-2,241-1%$28.1M$29.7M+$1.6M2026-11-04
Saratoga Research & Investment Management
DECREASED340,544361,038-20,494-6%$29.0M$29.2M+$130.3K2026-10-16
Foundation Resource Management Inc
DECREASED239,005241,589-2,584-1%$19.4M$20.5M+$1.0M2026-10-19
Oppenheimer Asset Management Inc.
INCREASED208,626200,067+8,559+4%$16.1M$17.9M+$1.8M2026-10-27
Townsend & Associates, Inc
INCREASED170,996168,835+2,161+1%$14.3M$16.3M+$1.9M2026-10-23
Assetmark, Inc
INCREASED161,005151,882+9,123+6%$12.2M$13.8M+$1.6M2026-10-21
Great Hill Capital LLC
INCREASED153,837142,128+11,709+8%$11.4M$13.2M+$1.7M2026-10-20
Cambiar Investors LLC
DECREASED138,244547,854-409,610-75%$44.0M$11.8M-$32.2M2026-11-04
Allied Investment Advisors, LLC
INCREASED132,889123,872+9,017+7%$10.0M$11.4M+$1.4M2026-10-13
Tweedy, Browne Co LLC
DECREASED122,706126,176-3,470-3%$10.1M$10.5M+$361.6K2026-11-04
Creative Planning
INCREASED112,56997,283+15,286+16%$7.8M$9.6M+$1.8M2026-11-02
Grandfield & Dodd, LLC
DECREASED107,867139,706-31,839-23%$11.2M$9.2M-$2.0M2026-10-29
Confluence Investment Management LLC
DECREASED100,892776,936-676,044-87%$62.5M$8.6M-$53.8M2026-10-01
Bank of New York Mellon Corp
INCREASED96,66687,472+9,194+11%$7.0M$8.3M+$1.2M2026-11-05
Poehling Capital Management, Inc.
INCREASED95,77092,840+2,930+3%$7.5M$8.2M+$735.5K2026-10-20
Morguard Lincluden Global Investments Ltd
DECREASED93,87295,951-2,079-2%$7.7M$8.0K-$7.7M2026-10-28
Philip James Wealth Mangement, LLC
DECREASED88,963103,195-14,232-14%$8.3M$7.6M-$679.6K2026-10-27
Live Oak Private Wealth LLC
DECREASED84,94590,156-5,211-6%$7.2M$7.3M+$24.6K2026-11-02
Lmcg Investments, LLC
INCREASED78,47152,412+26,059+50%$4.2M$6.7M+$2.5M2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED75,87375,601+272+0%$4.6M$5.2M+$604.4K2026-10-13
Addenda Capital Inc.
UNCHANGED73,00073,00000%$5.9M$6.2M+$381.1K2026-10-13
Truist Financial Corp
DECREASED72,38680,965-8,579-11%$6.5M$6.2M-$311.7K2026-10-30
Schaper Benz & Wise Investment Counsel Inc
DECREASED67,81369,626-1,813-3%$5.6M$5.8M+$208.3K2026-10-09
Capricorn Fund Managers Ltd
INCREASED67,00054,000+13,000+24%$4.3M$5.7M+$1.4M2026-11-03
Lorne Steinberg Wealth Management Inc.
INCREASED60,28059,275+1,005+2%$4.8M$5.2M+$395.4K2026-10-23
US Bancorp \de\
INCREASED57,80457,038+766+1%$4.6M$4.9M+$363.3K2026-11-05
Commonwealth Equity Services, LLC
INCREASED55,76853,672+2,096+4%$4.3M$4.8M+$459.5K2026-11-02
Citigroup Inc
DECREASED41,26447,765-6,501-14%$3.8M$3.5M-$307.2K2026-11-04
Value Partners Investments Inc.
UNCHANGED40,21440,21400%$3.2M$3.4M+$217.4K2026-10-19
Dmkc Advisory Services, LLC
INCREASED39,73936,589+3,150+9%$2.9M$3.4M+$460.6K2026-11-04
Quadrant Capital Group LLC
DECREASED39,64143,559-3,918-9%$3.5M$3.6M+$83.5K2026-10-20
Transmarket Holdings LP
DECREASED38,12538,911-786-2%$3.1M$3.3M+$135.8K2026-10-27
Ethic Inc.
DECREASED34,52736,865-2,338-6%$3.0M$3.0M-$7.7K2026-11-03
D.A. Davidson & Co.
DECREASED29,63730,688-1,051-3%$2.5M$2.5M+$70.3K2026-10-28
Benedict Financial Advisors Inc
INCREASED28,24126,007+2,234+9%$2.1M$2.4M+$327.0K2026-10-07
Royal Fund Management, LLC
DECREASED28,14228,849-707-2%$2.3M$2.4M+$90.1K2026-10-22
Atria Investments, Inc
INCREASED28,10423,489+4,615+20%$1.9M$2.4M+$517.7K2026-10-15
LEE Danner & Bass Inc
INCREASED26,90826,725+183+1%$2.1M$2.3M+$155.2K2026-10-27
Roffman Miller Associates Inc
DECREASED26,45835,060-8,602-25%$2.8M$2.3M-$553.4K2026-10-19
Tctc Holdings, LLC
DECREASED23,95024,050-1000%$1.9M$2.1M+$117.0K2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED22,93524,000-1,065-4%$1.9M$2.0M+$34.1K2026-11-02
Beutel, Goodman & Co Ltd.
DECREASED22,63524,060-1,425-6%$1.9M$1.9K-$1.9M2026-11-04
Old Port Advisors
INCREASED22,33121,633+698+3%$1.7M$1.9M+$172.7K2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED21,13026,376-5,246-20%$2.1M$1.8K-$2.1M2026-11-02
Kestra Advisory Services, LLC
INCREASED20,61920,145+474+2%$1.6M$1.8M+$145.7K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED20,12520,635-510-2%$1.7M$1.7M+$64.1K2026-10-16
Clear Harbor Asset Management, LLC
INCREASED19,96619,963+3+0%$1.6M$1.7M+$104.5K2026-11-05
Investment Management Associates Inc
INCREASED19,6574,081+15,576+382%$328.0K$1.7M+$1.4M2026-10-29
Levin Capital Strategies, L.P.
UNCHANGED19,46419,46400%$1.6M$1.7M+$101.6K2026-11-02
HB Wealth Management, LLC
DECREASED18,98319,244-261-1%$1.5M$1.6M+$78.0K2026-10-23
Pavion Blue Capital, LLC
INCREASED18,26517,739+526+3%$1.4M$1.6M+$121.5K2026-11-05
Chiron Capital Management, LLC
DECREASED17,70518,505-800-4%$1.5M$1.5M+$28.1K2026-10-15
Davenport & Co LLC
DECREASED17,47024,749-7,279-29%$2.0M$1.5M-$493.9K2026-10-14
Inlet Private Wealth, LLC
DECREASED17,17617,656-480-3%$1.4M$1.5M+$51.1K2026-10-21
GC Wealth Management RIA, LLC
DECREASED16,96217,086-124-1%$1.4M$1.5M+$78.6K2026-11-02
NorthCrest Asset Manangement, LLC
DECREASED16,49320,358-3,865-19%$1.6M$1.4M-$206.4K2026-10-13
Evergreen Capital Management LLC
DECREASED15,82022,625-6,805-30%$1.8M$1.4M-$464.4K2026-10-23
Montag A & Associates Inc
DECREASED15,64816,145-497-3%$1.3M$1.3M+$41.7K2026-10-29
Fort Washington Investment Advisors Inc
DECREASED15,39816,004-606-4%$1.3M$1.3M+$31.7K2026-10-15
Keybank National Association
DECREASED15,37815,965-587-4%$1.3M$1.3M+$33.1K2026-11-04
Autumn Glory Partners, LLC
UNCHANGED15,21315,21300%$1.2M$1.3M+$79.4K2026-10-26
Vise Technologies, Inc.
INCREASED14,52112,037+2,484+21%$967.5K$1.2M+$275.5K2026-10-29
Nicholas Hoffman & Company, Llc.
DECREASED13,87213,966-94-1%$1.1M$1.2M+$64.9K2026-10-30
Kornitzer Capital Management Inc
UNCHANGED13,05513,05500%$1.0M$1.1M+$68.1K2026-11-03
Farther Finance Advisors, LLC
DECREASED12,52016,780-4,260-25%$1.3M$1.1M-$277.4K2026-10-08
J. Safra Sarasin Holding AG
DECREASED12,44212,823-381-3%$1.0M$1.1M+$34.0K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED12,33613,035-699-5%$1.0M$1.1M+$8.2K2026-10-20
Burkett Asset Management Ltd
DECREASED12,29024,100-11,810-49%$1.9M$1.1M-$885.1K2026-10-13
Naples Global Advisors, LLC
DECREASED11,77111,911-140-1%$957.4K$1.0M+$50.2K2026-11-05
Highland Capital Management, LLC
DECREASED11,34011,740-400-3%$943.7K$970.7K+$27.0K2026-10-26
Sterling Capital Management LLC
INCREASED11,30711,162+145+1%$897.2K$967.9K+$70.7K2026-10-22
Beverly Hills Private Wealth, LLC
INCREASED10,9029,811+1,091+11%$788.6K$933.2K+$144.6K2026-11-04
Signaturefd, LLC
INCREASED10,8449,410+1,434+15%$756.4K$928.2K+$171.8K2026-10-23
Aaron Wealth Advisors LLC
INCREASED10,77710,601+176+2%$852.1K$922.5K+$70.4K2026-10-13
Central Trust Co
DECREASED10,60811,074-466-4%$890.1K$908.1K+$17.9K2026-11-05
Global Strategic Management Inc
INCREASED10,55010,350+200+2%$832.0K$904-$831.1K2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED10,30110,420-119-1%$837.6K$881.6K+$44.1K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED10,1193,492+6,627+190%$280.7K$866.2K+$585.5K2026-10-30
Crossmark Global Holdings, Inc.
DECREASED9,95211,283-1,331-12%$906.9K$851.9K-$55.0K2026-10-21
Gibbs Wealth Management
INCREASED9,9488,502+1,446+17%$683.4K$851.5K+$168.2K2026-10-22
Joel Isaacson & Co., LLC
INCREASED9,8309,828+2+0%$790.0K$841.4K+$51.5K2026-11-05
Westhampton Capital, LLC
DECREASED9,81610,536-720-7%$846.9K$840.2K-$6.6K2026-10-30
Shrier Wealth Management, LLC
INCREASED9,5999,339+260+3%$750.7K$821.7K+$71.0K2026-10-20
Prospera Financial Services Inc
INCREASED9,3438,950+393+4%$719.7K$873.4K+$153.7K2026-11-04
Mitchell & Pahl Private Wealth, LLC
INCREASED9,2598,476+783+9%$681.3K$792.6K+$111.3K2026-10-14
CIBC Asset Management Inc
INCREASED9,0786,082+2,996+49%$488.9K$777.1K+$288.2K2026-11-05
Portside Wealth Group, LLC
INCREASED8,9778,359+618+7%$671.9K$768.4K+$96.5K2026-10-20
TD Waterhouse Canada Inc.
DECREASED8,96212,311-3,349-27%$969.0K$756.5K-$212.5K2026-10-16
Park Avenue Securities LLC
INCREASED8,3256,308+2,017+32%$507.0K$713-$506.3K2026-10-26
Euro Pacific Asset Management, LLC
INCREASED8,2807,195+1,085+15%$608$708.8K+$708.2K2026-11-03
Lanark Financial, Inc.
INCREASED8,2107,971+239+3%$640.7K$702.8K+$62.1K2026-10-26
Manske Wealth Management
INCREASED8,1948,146+48+1%$654.8K$701.4K+$46.6K2026-10-26
Bradyco, Inc.
DECREASED8,0409,240-1,200-13%$742.7K$688.2K-$54.5K2026-11-03
Legacy Capital Wealth Partners, LLC
INCREASED8,0037,889+114+1%$634.1K$685.1K+$50.9K2026-10-21
Councilmark Asset Management, LLC
UNCHANGED7,8757,87500%$633.0K$674.1K+$41.1K2026-10-20
Pinnacle Associates LTD
DECREASED7,7378,077-340-4%$649.2K$662.3K+$13.1K2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED7,7306,740+990+15%$554.0K$654.0K+$99.9K2026-11-04
Compound Planning, Inc.
DECREASED7,6168,023-407-5%$644.9K$652.0K+$7.0K2026-11-05
Modera Wealth Management, LLC
DECREASED7,3237,350-270%$590.8K$626.8K+$36.1K2026-10-28
Three Bridge Wealth Advisors, LLC
INCREASED7,1166,921+195+3%$556.3K$609.1K+$52.8K2026-11-05
Parrish Capital LLC
INCREASED7,1006,434+666+10%$517.2K$607.8K+$90.6K2026-10-01
OceanIQ Capital, LLC
UNCHANGED7,0527,05200%$669.5K$637.7K-$31.8K2026-10-19
Vontobel Holding Ltd.
UNCHANGED7,0007,00000%$562.7K$599.4K+$36.7K2026-10-16
Blue Trust, Inc.
DECREASED6,9948,054-1,060-13%$647.4K$598.7K-$48.7K2026-10-15
Choreo, LLC
INCREASED6,8756,674+201+3%$536.4K$588.5K+$52.1K2026-10-28
Valeo Financial Advisors, LLC
INCREASED6,7725,979+793+13%$480.6K$579.7K+$99.1K2026-10-08
Parallel Advisors, LLC
DECREASED6,6649,789-3,125-32%$786.9K$570.4K-$216.5K2026-11-03
Regions Financial Corp
INCREASED6,6633,518+3,145+89%$282.8K$570.4K+$287.6K2026-11-05
Profund Advisors LLC
INCREASED6,6045,893+711+12%$473.7K$565.3K+$91.6K2026-10-29
Tanager Wealth Management LLP
INCREASED6,6046,507+97+1%$523.0K$565.3K+$42.3K2026-10-19
TT Capital Management LLC
INCREASED6,5735,733+840+15%$460.8K$562.6K+$101.8K2026-10-15
Wynn Capital, LLC
INCREASED6,5066,216+290+5%$499.6K$556.9K+$57.3K2026-10-13
Lincoln Capital LLC
DECREASED6,3837,181-798-11%$577.2K$546.4K-$30.8K2026-10-09
Advisortrust Partners, LLC
DECREASED6,3086,340-320%$509.6K$540.0K+$30.4K2026-11-02
Simplex Trading, LLC
DECREASED6,20816,430-10,222-62%$1.3M$531.4K-$789.2K2026-11-04
Jacobi Capital Management LLC
DECREASED6,2026,210-80%$499.1K$530.8K+$31.7K2026-11-05
Courier Capital LLC
DECREASED6,1886,893-705-10%$554.1K$529.7K-$24.4K2026-10-19
Chicago Trust Co NA
DECREASED6,1706,474-304-5%$520.4K$528.2K+$7.8K2026-10-28
Foster Victor Wealth Advisors, LLC
INCREASED6,1395,555+584+11%$449.6K$573.9K+$124.3K2026-10-21
Investors Research Corp
DECREASED6,1136,263-150-2%$503.4K$523.3K+$19.9K2026-10-07
Trust Co of Vermont
DECREASED6,0046,643-639-10%$534.0K$513.9K-$20.0K2026-10-21
Retirement Planning Co of New England, Inc.
DECREASED5,9466,078-132-2%$488.6K$509.0K+$20.4K2026-10-15
Oppenheimer & Co Inc
DECREASED5,9395,948-90%$478.1K$508.4K+$30.3K2026-10-26
CoreCap Advisors, LLC
DECREASED5,5076,514-1,007-15%$523.6K$471.4K-$52.2K2026-10-08
Boston Trust Walden Corp
DECREASED5,4965,846-350-6%$469.9K$470.5K+$5572026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED5,4555,409+46+1%$434.8K$467.0K+$32.2K2026-10-14
New Wave Wealth Advisors LLC
DECREASED5,3935,590-197-4%$449.3K$487.7K+$38.4K2026-10-19
Cowa, LLC
UNCHANGED5,1755,17500%$416.0K$443.0K+$27.0K2026-10-30
DecisionMap Wealth Management, LLC
DECREASED5,1175,514-397-7%$443.2K$438.0K-$5.2K2026-10-29
Quintet Private Bank (Europe) S.A.
NEW5,000—+5,000——$428.0K—2026-10-08
Crestwood Advisors Group, LLC
INCREASED4,9774,818+159+3%$387.3K$426.0K+$38.8K2026-10-27
Lazari Capital Management, Inc.
DECREASED4,72011,020-6,300-57%$885.8K$404.0K-$481.8K2026-10-20
MGO One Seven LLC
INCREASED4,7124,453+259+6%$357.9K$403.3K+$45.4K2026-10-28
Daymark Wealth Partners, LLC
DECREASED4,6855,157-472-9%$414.5K$401.1K-$13.5K2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED4,6042,807+1,797+64%$225.6K$394.1K+$168.5K2026-10-27
Jeppson Wealth Management, LLC
DECREASED4,5594,579-200%$368.1K$390.3K+$22.2K2026-10-20
Bahl & Gaynor LLC
UNCHANGED4,5134,51300%$362.8K$386.3K+$23.6K2026-11-05
Asset Management One Co., Ltd.
DECREASED4,4354,528-93-2%$364.0K$379.6K+$15.7K2026-10-27
Axxcess Wealth Management, LLC
INCREASED4,3352,813+1,522+54%$226.1K$371.1K+$145.0K2026-10-21
Cullen T Bankers, Inc.
UNCHANGED4,2544,25400%$341.9K$364.1K+$22.2K2026-10-28
Ervin Investment Management, LLC
UNCHANGED4,2014,20100%$337.7K$359.6K+$21.9K2026-10-23
First Nebraska Trust Co
UNCHANGED4,1874,18700%$336.6K$358.4K+$21.9K2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
DECREASED4,1524,492-340-8%$361.1K$355.4K-$5.7K2026-10-23
Independence Bank of Kentucky
DECREASED4,0494,074-25-1%$327.5K$346.6K+$19.1K2026-10-26
OpenArc Corporate Advisory, LLC
NEW4,039—+4,039——$345.7K—2026-10-21
Welch Group, LLC
INCREASED3,9673,934+33+1%$316.2K$339.6K+$23.4K2026-10-29
Fifth Third Bancorp
INCREASED3,9362,527+1,409+56%$203.1K$336.9K+$133.8K2026-11-05
Bangor Savings Bank
DECREASED3,8943,985-91-2%$320.3K$333.3K+$13.0K2026-10-06
Trek Financial, LLC
INCREASED3,8583,846+12+0%$309.1K$330.2K+$21.1K2026-10-29
Mystic Asset Management, Inc.
DECREASED3,8543,924-70-2%$315.4K$329.9K+$14.5K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED3,8162,862+954+33%$230.0K$326.7K+$96.6K2026-10-13
Founders Capital Management, LLC
UNCHANGED3,8153,81500%$306.7K$326.6K+$19.9K2026-10-23
Ritholtz Wealth Management
INCREASED3,8073,353+454+14%$269.5K$325.9K+$56.4K2026-11-05
Apollon Wealth Management, LLC
INCREASED3,8033,312+491+15%$266.2K$325.5K+$59.3K2026-10-23
DMC Group, LLC
INCREASED3,7962,906+890+31%$233.6K$324.9K+$91.4K2026-10-26
Compass Wealth Management LLC
DECREASED3,7894,289-500-12%$344.8K$324.3K-$20.4K2026-10-22
Alhambra Investment Management LLC
INCREASED3,7143,675+39+1%$295.4K$317.9K+$22.5K2026-10-15
Rossby Financial, LCC
INCREASED3,704114+3,590+3149%$9.2K$317.1K+$307.9K2026-11-05
Affiance Financial, LLC
UNCHANGED3,7023,70200%$297.6K$317.0K+$19.3K2026-10-15
StoneX Group Inc.
NEW3,686—+3,686——$321.4K—2026-11-03
Woodmont Investment Counsel LLC
DECREASED3,6234,110-487-12%$330.4K$310.1K-$20.2K2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED3,6123,61200%$290.3K$309.2K+$18.9K2026-10-22
Searle & Co.
DECREASED3,60010,950-7,350-67%$880.2K$308.2K-$572.0K2026-11-04
Diversify Advisory Services, LLC
INCREASED3,5972,646+951+36%$225.4K$338.0K+$112.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED3,5972,646+951+36%$225.4K$338.0K+$112.6K2026-10-20
Abel Hall, LLC
NEW3,569—+3,569——$305.5K—2026-10-19
Norden Group LLC
DECREASED3,5483,731-183-5%$299.9K$303.7K+$3.8K2026-10-20
Rossmore Private Capital
DECREASED3,4543,519-65-2%$282.9K$295.7K+$12.8K2026-10-27
Citizens National Bank Trust Department
INCREASED3,4353,035+400+13%$244.0K$294.0K+$50.1K2026-11-04
Perigon Wealth Management, LLC
INCREASED3,4293,188+241+8%$256.3K$293.6K+$37.3K2026-10-22
May Hill Capital, LLC
INCREASED3,3462,513+833+33%$202.0K$286.4K+$84.4K2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED3,3464,064-718-18%$326.7K$286.4K-$40.2K2026-10-08
Versant Capital Management, Inc
INCREASED3,3303,097+233+8%$248.9K$285.0K+$36.1K2026-10-02
AMG National Trust Bank
NEW3,056—+3,056——$261.6K—2026-11-05
SBI Securities Co., Ltd.
DECREASED3,0173,687-670-18%$296.4K$258.3K-$38.1K2026-10-22
Indivisible Partners
INCREASED2,9832,758+225+8%$221.7K$255.4K+$33.6K2026-10-26
Simplicity Wealth,LLC
INCREASED2,9472,493+454+18%$200.4K$252.3K+$51.9K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW2,889—+2,889——$247.3K—2026-10-27
First Affirmative Financial Network
NEW2,868—+2,868——$245.5K—2026-10-21
Bfsg, LLC
INCREASED2,8562,804+52+2%$225.4K$244.5K+$19.1K2026-10-30
Occidental Asset Management, LLC
INCREASED2,8462,832+14+0%$227.6K$243.6K+$16.0K2026-11-05
Bull Street Advisors, LLC
DECREASED2,8357,835-5,000-64%$630.0K$243-$629.8K2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED2,7672,76700%$222.4K$236.9K+$14.4K2026-10-23
Radnor Capital Management, LLC
DECREASED2,7592,902-143-5%$233.3K$236.2K+$2.9K2026-10-23
Sowell Financial Services LLC
INCREASED2,7472,734+13+0%$219.7K$235.2K+$15.4K2026-10-23
Trust Point Inc.
DECREASED2,7213,214-493-15%$258.3K$232.9K-$25.4K2026-10-27
Marino, Stram & Associates LLC
UNCHANGED2,6842,68400%$215.7K$229.8K+$14.0K2026-10-22
Washington Trust Advisors, Inc.
UNCHANGED2,6772,67700%$215.2K$229.2K+$14.0K2026-10-22
Sapient Capital LLC
UNCHANGED2,6402,64000%$212.2K$226.0K+$13.8K2026-10-08
Venture Visionary Partners LLC
INCREASED2,5922,544+48+2%$204.5K$221.9K+$17.4K2026-10-07
Mission Wealth Management, LP
DECREASED2,5794,552-1,973-43%$365.9K$220.8K-$145.1K2026-10-15
TD Private Client Wealth LLC
INCREASED2,5091,550+959+62%$124.6K$214.8K+$90.2K2026-10-28
Gallacher Capital Management LLC
DECREASED2,4713,830-1,359-35%$307.9K$211.5K-$96.4K2026-10-30
Cypress Capital Group
NEW2,456—+2,456——$210.2K—2026-11-03
J.W. Cole Advisors, Inc.
NEW2,456—+2,456——$210.3K—2026-11-05
Ridgewood Investments LLC
DECREASED2,4022,886-484-17%$232.0K$205.6K-$26.4K2026-10-05
B. Riley Wealth Advisors, Inc.
NEW2,398—+2,398——$205.3K—2026-10-13
Parsons Capital Management Inc
NEW2,327—+2,327——$199.2K—2026-10-28
Sanders Morris Harris LLC
NEW2,313—+2,313——$202.4K—2026-10-14
Vision Financial Markets LLC
DECREASED2,2672,271-40%$179.4K$191.4K+$12.0K2026-10-22
Private Trust Co NA
INCREASED2,2272,221+6+0%$178.5K$190.6K+$12.1K2026-10-20
China Universal Asset Management Co., Ltd.
UNCHANGED1,8841,88400%$151.4K$160.8K+$9.3K2026-10-28
James T. Borello RIA
UNCHANGED1,7221,72200%$138.4K$147.4K+$9.0K2026-10-16
Gamma Investing LLC
INCREASED1,7151,234+481+39%$99.2K$146.8K+$47.6K2026-10-08
Cromwell Holdings LLC
UNCHANGED1,5921,59200%$128.0K$136.3K+$8.3K2026-10-28
Parkside Financial Bank & Trust
INCREASED1,4931,461+32+2%$117.4K$127.8K+$10.4K2026-10-27
First Horizon Corp
UNCHANGED1,4331,43300%$115.2K$122.7K+$7.5K2026-10-26
EverSource Wealth Advisors, LLC
DECREASED1,2401,250-10-1%$100.5K$106.2K+$5.7K2026-11-04
Security National Bank
UNCHANGED1,1611,16100%$93.3K$99.4K+$6.1K2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED1,1001,10000%$88.4K$94.2K+$5.7K2026-10-06
IFP Advisors, Inc
INCREASED1,0811,058+23+2%$85.0K$92.5K+$7.5K2026-10-16
Hara Capital LLC
UNCHANGED1,0501,05000%$84.4K$89.9K+$5.5K2026-10-30
Kimelman & Baird, LLC
UNCHANGED1,0001,00000%$80.4K$85.6K+$5.2K2026-11-03
Axiom Investment Management LLC
INCREASED876729+147+20%$58.6K$75.0K+$16.4K2026-11-03
Golden State Wealth Management, LLC
UNCHANGED84084000%$67.5K$71.9K+$4.4K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED79039+751+1926%$3.1K$67.6K+$64.5K2026-10-30
Larson Financial Group LLC
INCREASED747624+123+20%$50.1K$63.9K+$13.8K2026-11-05
V-Square Quantitative Management LLC
DECREASED743911-168-18%$73.2K$63.6K-$9.6K2026-10-15
Legacy Bridge, LLC
DECREASED705895-190-21%$71.9K$60.3K-$11.6K2026-10-28
Caldwell Trust Co
UNCHANGED67667600%$54.3K$57.9K+$3.5K2026-10-30
Cape Investment Advisory, Inc.
DECREASED666832-166-20%$66.9K$57.0K-$9.9K2026-10-13
Hickory Point Bank & Trust
UNCHANGED66066000%$53.1K$56.5K+$3.4K2026-10-01
Leonteq Securities AG
DECREASED656745-89-12%$59.9K$56.2K-$3.7K2026-10-29
Farmers & Merchants Investments Inc
DECREASED650670-20-3%$53.9K$55.6K+$1.8K2026-10-22
Creative Financial Designs Inc
DECREASED6491,649-1,000-61%$132.6K$55.6K-$77.0K2026-11-04
Grove Bank & Trust
DECREASED6097,962-7,353-92%$640.0K$52.1K-$587.9K2026-10-08
Financial Network Wealth Advisors LLC
INCREASED598467+131+28%$37.5K$51.2K+$13.7K2026-10-28
Beacon Investment Advisory Services, Inc.
UNCHANGED59859800%$48.1K$51.2K+$3.1K2026-10-13
GHP Investment Advisors, Inc.
DECREASED582657-75-11%$52.8K$49.8K-$3.0K2026-10-15
JFS Wealth Advisors, LLC
INCREASED505450+55+12%$36.2K$43.2K+$7.1K2026-11-03
Q Fund Management (Hong Kong) Ltd
UNCHANGED50050000%$40.2K$42.8K+$2.6K2026-10-14
Salomon & Ludwin, LLC
INCREASED468398+70+18%$31.3K$40.1K+$8.7K2026-10-29
Cassaday & Co Wealth Management LLC
DECREASED460463-3-1%$37.2K$39.4K+$2.2K2026-10-27
Bell Investment Advisors, Inc
INCREASED458395+63+16%$31.8K$39.2K+$7.5K2026-10-29
High Note Wealth, LLC
UNCHANGED43743700%$35.1K$37.4K+$2.3K2026-10-27
Owl Creek Wealth Partners LLC
INCREASED403385+18+5%$30.9K$34.5K+$3.6K2026-10-20
GGM Financial LLC
UNCHANGED39539500%$31.7K$33.8K+$2.1K2026-11-05
Hazlett, Burt & Watson, Inc.
UNCHANGED39539500%$16.0K$34-$16.0K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED36536500%$29.3K$31.2K+$1.9K2026-10-21
Birch Financial Group, LLC
NEW327—+327——$28.0K—2026-10-27
Mather Group, Llc.
INCREASED32236+286+794%$2.9K$27.6K+$24.7K2026-10-14
New England Capital Financial Advisors LLC
UNCHANGED31131100%$25.0K$26.6K+$1.6K2026-11-03
Piscataqua Savings Bank
UNCHANGED30830800%$24.8K$26.4K+$1.6K2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED30030000%$24.1K$25.7K+$1.6K2026-10-07
First Bancorp, Inc
INCREASED290268+22+8%$21.5K$24.8K+$3.3K2026-10-26
GK Wealth Management LLC
NEW261—+261——$22.4K—2026-10-09
Barrett & Company, Inc.
UNCHANGED26026000%$20.9K$22.3K+$1.4K2026-10-22
Harbor Investment Advisory, LLC
UNCHANGED23023000%$18.5K$19.7K+$1.2K2026-10-13
Proathlete Wealth Management LLC
INCREASED22418+206+1144%$1.5K$19.2K+$17.7K2026-10-15
WPG Advisers, LLC
INCREASED221212+9+4%$17.0K$18.9K+$1.9K2026-10-27
Financial Perspectives, Inc
UNCHANGED21521500%$17.3K$18.4K+$1.1K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED213192+21+11%$15.4K$18.2K+$2.8K2026-11-05
Alpine Bank Wealth Management
UNCHANGED20020000%$16.1K$17.1K+$1.0K2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED20020000%$16.1K$17.1K+$1.0K2026-10-26
Thompson Investment Management, Inc.
UNCHANGED20020000%$16.1K$17.1K+$1.0K2026-10-14
Kentucky Trust Co
UNCHANGED20020000%$16.1K$17.1K+$1.0K2026-10-15
Fairscale Capital, LLC
UNCHANGED18418400%$14.8K$17.2K+$2.4K2026-11-04
North Star Investment Management Corp.
INCREASED178146+32+22%$11.7K$15.2K+$3.5K2026-10-27
Beacon Financial Strategies Corp
DECREASED177235-58-25%$18.9K$15.2K-$3.7K2026-10-14
Kelleher Financial Advisors
DECREASED175350-175-50%$28.1K$15.0K-$13.2K2026-10-30
Tradewinds Capital Management, LLC
UNCHANGED17517500%$14.1K$15.0K+$9132026-10-23
Oakworth Capital, Inc.
DECREASED174181-7-4%$14.5K$14.9K+$3452026-10-26
City Holding Co
UNCHANGED17217200%$13.8K$14.7K+$8992026-10-19
Lodestone Wealth Management LLC
UNCHANGED17217200%$13.8K$14.7K+$8982026-10-14
Hilltop National Bank
UNCHANGED17117100%$13.7K$14.6K+$8932026-10-14
Nova Financial LLC
NEW167—+167——$14.3K—2026-11-04
CrossGen Wealth, LLC
UNCHANGED16516500%$13.3K$14.1K+$8622026-10-30
Guardian Partners Inc.
DECREASED1501,400-1,250-89%$112.5K$12.8K-$99.7K2026-10-21
First Premier Bank
UNCHANGED15015000%$12$13+$12026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED15015000%$12.1K$12.8K+$7832026-10-23
Princeton Global Asset Management LLC
UNCHANGED13913900%$11.2K$11.9K+$7282026-10-21
First Command Advisory Services, Inc.
INCREASED13223+109+474%$1.8K$11.3K+$9.5K2026-11-05
Hurley Capital, LLC
UNCHANGED13013000%$10.4K$11.1K+$6792026-11-05
Old Second National Bank of Aurora
UNCHANGED12512500%$10.0K$10.7K+$6522026-10-22
West Financial Advisors, LLC
NEW117—+117——$10.0K—2026-10-22
Pacific Center for Financial Services
UNCHANGED11311300%$9.1K$9.7K+$5902026-10-15
True Wealth Design, LLC
INCREASED11079+31+39%$6.4K$9.4K+$3.1K2026-10-13
Financial Consulate, Inc
INCREASED11090+20+22%$7.2K$9.4K+$2.2K2026-10-23
Clark Wealth Partners
UNCHANGED10810800%$8.7K$9.3K+$5662026-10-19
Advantage Trust Co
UNCHANGED10010000%$8.0K$8.6K+$5222026-10-19
St. Johns Investment Management Company, LLC
UNCHANGED10010000%$8.0K$8.6K+$5222026-10-30
SJS Investment Consulting Inc.
UNCHANGED10010000%$8.0K$8.6K+$5222026-10-26
PFS Partners, LLC
UNCHANGED10010000%$8.0K$8.6K+$5222026-10-21
Caitong International Asset Management Co., Ltd
INCREASED9757+40+70%$4.6K$8.3K+$3.7K2026-10-29
Adirondack Trust Co
DECREASED96103-7-7%$8.3K$8.2K-$622026-10-14
Spire Wealth Management
UNCHANGED909000%$7.3K$7.7K+$4712026-10-30
Rosenberg Matthew Hamilton
UNCHANGED858500%$6.8K$7.3K+$4442026-10-05
Elevation Wealth Partners, LLC
UNCHANGED797900%$6.4K$6.8K+$4122026-10-07
Essential Partners LLC
NEW77—+77——$6.6K—2026-10-14
Physician Wealth Advisors, Inc.
INCREASED7752+25+48%$4.2K$6.6K+$2.4K2026-10-20
Entrust Financial LLC
UNCHANGED747400%$5.9K$6.3K+$3862026-11-04
Tower Trust & Investment Co
UNCHANGED666600%$5.3K$5.6K+$3442026-10-28
Wolff Wiese Magana LLC
UNCHANGED656500%$5.2K$5.6K+$3392026-10-15
Gleason Group, Inc.
UNCHANGED646400%$5.2K$5.5K+$3342026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED636300%$5.1K$5.4K+$3292026-10-15
Signature Equity Partners, LLC
DECREASED62105-43-41%$8.4K$5.3K-$3.1K2026-10-29
Balance Wealth Partners LLC
NEW61—+61——$5.2K—2026-10-27
Highline Wealth Partners LLC
NEW58—+58——$5.0K—2026-10-19
DecisionPoint Financial, LLC
INCREASED5813+45+346%$1.0K$4.9K+$3.9K2026-10-27
Rakuten Securities, Inc.
INCREASED5552+3+6%$4.2K$4.7K+$5282026-11-02
Ares Financial Consulting, LLC
UNCHANGED555500%$4.4K$4.7K+$2872026-10-19
Godsey & Gibb, Inc
INCREASED5039+11+28%$3.1K$4.3K+$1.1K2026-10-14
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED505000%$4.0K$4.3K+$2612026-10-14
Sfam, LLC
UNCHANGED505000%$4.0K$4.3K+$2612026-11-03
Pflug Koory, LLC
UNCHANGED474700%$3.8K$4.0K+$2452026-10-26
Gold Investment Management Ltd.
UNCHANGED464600%$3.7K$3.9K+$2412026-10-19
Pacifica Partners Inc.
UNCHANGED404000%$3.3K$3.4K+$902026-10-09
MTM Investment Management, LLC
UNCHANGED404000%$3.2K$3.4K+$2092026-10-30
Toth Financial Advisory Corp
NEW36—+36——$3.1K—2026-10-08
Plante Moran Financial Advisors, LLC
DECREASED3671-35-49%$5.7K$3.1K-$2.6K2026-11-04
Bayban
UNCHANGED363600%$2.9K$2.9K$02026-11-05
Elyxium Wealth, LLC
NEW33—+33——$2.8K—2026-10-27
MV Capital Management, Inc.
INCREASED3328+5+18%$2.3K$2.8K+$5742026-10-29
1620 Investment Advisors, Inc.
INCREASED3231+1+3%$2.5K$2.7K+$1662026-11-04
Nisa Investment Advisors, LLC
INCREASED3124+7+29%$1.9K$2.7K+$7252026-10-20
Trust Co of Toledo NA
UNCHANGED313100%$2.5K$2.7K+$1622026-10-16
Gilpin Wealth Management, LLC
NEW30—+30——$2.6K—2026-10-09
Tsfg, LLC
UNCHANGED303000%$2$3+$12026-10-23
Key FInancial Inc
UNCHANGED303000%$2.4K$2.6K+$1572026-11-02
Mascoma Wealth Management LLC
DECREASED2632-6-19%$2.6K$2.2K-$3462026-10-23
American Capital Advisory, LLC
DECREASED2628-2-7%$2.3K$2.2K-$252026-10-28
Root Financial Partners, LLC
NEW23—+23——$2.0K—2026-10-21
Ascentis Independent Advisors
NEW21—+21——$1.8K—2026-11-03
Eukles Asset Management
UNCHANGED202000%$1.6K$1.7K+$1042026-11-04
Buck Wealth Strategies, LLC
UNCHANGED202000%$1.6K$1.7K+$1032026-10-28
Jnba Financial Advisors
UNCHANGED191900%$1.5K$1.6K+$992026-11-03
Financial Management Professionals, Inc.
NEW18—+18——$1.5K—2026-10-23
Global Trust Asset Management, LLC
UNCHANGED181800%$1.4K$1.5K+$912026-10-19
Acumen Wealth Advisors, LLC
DECREASED1755-38-69%$4.4K$1.5K-$3.0K2026-11-05
IMG Wealth Management, Inc.
UNCHANGED151500%$1.2K$1.3K+$782026-10-27
Evolution Wealth Management Inc.
NEW14—+14——$1.2K—2026-10-28
Manchester Capital Management LLC
DECREASED1424-10-42%$1.9K$1.2K-$7312026-10-22
Planning Strategies Inc.
NEW13—+13——$1.1K—2026-10-02
Laurel Wealth Advisors LLC
NEW13—+13——$1.1K—2026-10-27
Retirement Wealth Solutions LLC
UNCHANGED131300%$1.0K$1.1K+$682026-10-07
Fairway Wealth LLC
NEW12—+12——$1.0K—2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED121200%$965$1.0K+$622026-10-22
Mosley Wealth Management
UNCHANGED121200%$1.0K$1.2K+$1702026-10-16
Breakwater Investment Management
DECREASED911-2-18%$885$771-$1142026-10-20
Fairman Group, LLC
UNCHANGED8800%$643$685+$422026-10-26
Raleigh Capital Management Inc.
UNCHANGED8800%$650$692+$422026-10-28
Monetary Solutions, Ltd
INCREASED65+1+20%$402$514+$1122026-10-22
Archer Investment Corp
UNCHANGED5500%$402$428+$262026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED34-1-25%$322$257-$652026-10-23
Trust Co
UNCHANGED3300%$241$257+$162026-10-09
Abound Wealth Management
DECREASED14-3-75%$322$86-$2362026-10-26
Lloyd Advisory Services, Llc.
NEW0—0——$12—2026-11-02
Corda Investment Management, Llc.
CLOSED0167,300-167,300-100%$13.4M$0-$13.4M2026-10-22
Moran Wealth Management, LLC
CLOSED089,478-89,478-100%$7.2M$0-$7.2M2026-10-22
Fiduciary Alliance LLC
CLOSED018,250-18,250-100%$1.5M$0-$1.5M2026-10-13
Imc-Chicago, LLC
CLOSED016,845-16,845-100%$1.4M$0-$1.4M2026-11-05
Novem Group
CLOSED010,008-10,008-100%$804.4K$0-$804.4K2026-10-19
CMH Wealth Management LLC
CLOSED09,150-9,150-100%$735.5K$0-$735.5K2026-10-22
Absher Wealth Management, LLC
CLOSED05,543-5,543-100%$445.5K$0-$445.5K2026-11-02
Lantz Financial LLC
CLOSED05,496-5,496-100%$441.8K$0-$441.8K2026-10-15
Premier Path Wealth Partners, LLC
CLOSED04,625-4,625-100%$371.8K$0-$371.8K2026-10-16
Brown Miller Wealth Management, LLC
CLOSED04,189-4,189-100%$336.7K$0-$336.7K2026-11-02
Confluence Wealth Services, Inc.
CLOSED04,186-4,186-100%$336.5K$0-$336.5K2026-11-05
Sage Investment Counsel LLC
CLOSED04,000-4,000-100%$321.5K$0-$321.5K2026-10-26
Williams Jones Wealth Management, Llc.
CLOSED03,624-3,624-100%$291.3K$0-$291.3K2026-11-05
Lido Advisors, LLC
CLOSED03,225-3,225-100%$259.2K$0-$259.2K2026-11-04
Arlington Partners LLC
CLOSED03,205-3,205-100%$257.6K$0-$257.6K2026-10-20
Optimist Retirement Group LLC
CLOSED02,578-2,578-100%$207.2K$0-$207.2K2026-10-30
Adkins Seale Capital Management LLC
CLOSED01,444-1,444-100%$116.1K$0-$116.1K2026-10-27
MCF Advisors LLC
CLOSED0866-866-100%$69.6K$0-$69.6K2026-10-28
Salem Investment Counselors Inc
CLOSED0373-373-100%$30.0K$0-$30.0K2026-10-13
Bayforest Capital Ltd
CLOSED0315-315-100%$25.3K$0-$25.3K2026-11-03
City State Bank
CLOSED0149-149-100%$12.0K$0-$12.0K2026-10-20
Cornerstone Planning Group LLC
CLOSED0129-129-100%$10.9K$0-$10.9K2026-10-16
Coastline Trust Co
CLOSED0100-100-100%$8.0K$0-$8.0K2026-10-01
Sunrise Financial Services, LLC
CLOSED095-95-100%$7.6K$0-$7.6K2026-10-21
Stone House Investment Management, LLC
CLOSED090-90-100%$7.2K$0-$7.2K2026-10-23
Flagship Wealth Advisors, LLC
CLOSED086-86-100%$6.9K$0-$6.9K2026-11-03
Nemes Rush Group LLC
CLOSED072-72-100%$5.8K$0-$5.8K2026-11-04
Eastern Bank
CLOSED066-66-100%$5.3K$0-$5.3K2026-10-05
Daytona Street Capital LLC
CLOSED066-66-100%$5.4K$0-$5.4K2026-10-15
Davis Capital Management
CLOSED060-60-100%$4.8K$0-$4.8K2026-10-08
Commonwealth Retirement Investments LLC
CLOSED043-43-100%$3.5K$0-$3.5K2026-10-26
Asset Dedication, LLC
CLOSED035-35-100%$2.8K$0-$2.8K2026-11-03
Atlatl Advisers LLC
CLOSED032-32-100%$2.6K$0-$2.6K2026-10-22
AdvisorNet Financial, Inc
CLOSED026-26-100%$2.1K$0-$2.1K2026-10-15
Whipplewood Advisors, LLC
CLOSED021-21-100%$1.7K$0-$1.7K2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED014-14-100%$1.1K$0-$1.1K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED01-1-100%$80$0-$802026-10-14
Albion Financial Group
CLOSED000—$18$0-$182026-10-21
Tounjian Advisory Partners, LLC
UNCHANGED000—$32$34+$22026-11-04
FMR LLC
N/A—7,584,890-7,584,890-100%$609.7M———
Orbis Allan Gray Ltd
N/A—4,777,636-4,777,636-100%$384.0M———
Bank of America Corp
N/A—2,915,201-2,915,201-100%$234.3M———
Franklin Resources Inc
N/A—1,555,320-1,555,320-100%$125.3M———
Brookfield Corp
N/A—1,200,738-1,200,738-100%$96.5M———
Morgan Stanley
N/A—1,051,605-1,051,605-100%$84.5M———
Bank of Montreal
N/A—1,019,148-1,019,148-100%$81.9M———
Cullen Capital Management, LLC
N/A—1,018,308-1,018,308-100%$81.9M———
Envestnet Asset Management Inc
N/A—951,700-951,700-100%$76.5M———
Causeway Capital Management LLC
N/A—899,015-899,015-100%$72.3M———
Wells Fargo & Company
N/A—825,138-825,138-100%$66.3M———
Royal Bank of Canada
N/A—824,710-824,710-100%$66.3M———
Raymond James Financial Inc
N/A—737,214-737,214-100%$59.3M———
Brandes Investment Partners, LP
N/A—680,973-680,973-100%$54.7M———
Gabelli Funds LLC
N/A—679,550-679,550-100%$54.6M———
Goldman Sachs Group Inc
N/A—666,889-666,889-100%$53.6M———
Northern Trust Corp
N/A—620,017-620,017-100%$49.8M———
Partners Value Investments L.P.
N/A—609,150-609,150-100%$49.0M———
First Eagle Investment Management, LLC
N/A—554,155-554,155-100%$44.5M———
BNP Paribas Financial Markets
N/A—548,906-548,906-100%$44.1M———
BlackRock, Inc.
N/A—523,685-523,685-100%$42.1M———
Aristotle Capital Management, LLC
N/A—518,222-518,222-100%$41.7M———
Altshuler Shaham Ltd
N/A—500,000-500,000-100%$40.2M———
UBS Group AG
N/A—456,625-456,625-100%$36.7M———
Federation des caisses Desjardins du Quebec
N/A—447,133-447,133-100%$35.9M———
Russell Investments Group, Ltd.
N/A—445,265-445,265-100%$35.8M———
Voloridge Investment Management, LLC
N/A—411,821-411,821-100%$33.1M———
JPMorgan Chase & Co
N/A—407,278-407,278-100%$33.9M———
First Trust Advisors LP
N/A—400,299-400,299-100%$32.2M———
CIBC Bancorp USA Inc.
N/A—328,810-328,810-100%$26.4M———
American Century Companies Inc
N/A—318,623-318,623-100%$25.6M———
Pureheart Capital Pte Ltd.
N/A—312,237-312,237-100%$25.1M———
Deutsche Bank Ag\
N/A—306,905-306,905-100%$24.7M———
First Manhattan Co. Llc.
N/A—302,107-302,107-100%$24.3M———
Monaco Asset Management SAM
N/A—288,674-288,674-100%$23.2M———
Jane Street Group, LLC
N/A—277,835-277,835-100%$22.3M———
LMR Partners LLP
N/A—264,382-264,382-100%$21.3M———
Gamco Investors, Inc. ET AL
N/A—232,126-232,126-100%$18.7M———
Stifel Financial Corp
N/A—230,135-230,135-100%$18.5M———
HRT Financial LP
N/A—200,467-200,467-100%$16.1M———
SEI Investments Co
N/A—199,419-199,419-100%$16.0M———
Brown Brothers Harriman & Co
N/A—198,949-198,949-100%$16.0M———
Tower Research Capital LLC (TRC)
N/A—188,771-188,771-100%$15.2M———
Lazard Asset Management LLC
N/A—173,888-173,888-100%$14.0M———
LPL Financial LLC
N/A—173,712-173,712-100%$14.0M———
Citadel Advisors LLC
N/A—163,210-163,210-100%$13.1M———
TriCert Investment Counsel Inc.
N/A—152,169-152,169-100%$12.2M———
Quantinno Capital Management LP
N/A—150,490-150,490-100%$12.1M———
Janney Montgomery Scott LLC
N/A—144,278-144,278-100%$11.6M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—142,611-142,611-100%$11.5M———
United Capital Financial Advisors, LLC
N/A—139,241-139,241-100%$11.2M———
Skba Capital Management LLC
N/A—134,400-134,400-100%$10.8M———
CIBC World Market Inc.
N/A—130,931-130,931-100%$10.5M———
DV Equities, LLC
N/A—125,998-125,998-100%$10.1M———
Optiver Holding B.V.
N/A—123,976-123,976-100%$10.0M———
Natixis Advisors, LLC
N/A—121,670-121,670-100%$9.8M———
Pathstone Holdings, LLC
N/A—120,601-120,601-100%$9.7M———
1832 Asset Management L.P.
N/A—115,037-115,037-100%$9.2M———
Tidal Investments LLC
N/A—109,743-109,743-100%$8.8M———
Fayez Sarofim & Co
N/A—103,322-103,322-100%$8.3M———
Scotia Capital Inc.
N/A—102,003-102,003-100%$8.2M———
Charles Schwab Investment Management Inc
N/A—98,067-98,067-100%$7.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—97,669-97,669-100%$7.9M———
Arrowstreet Capital, Limited Partnership
N/A—91,022-91,022-100%$7.3M———
Jones Financial Companies Lllp
N/A—87,816-87,816-100%$7.3M———
McGinn Penninger Investment Management, Inc.
N/A—80,262-80,262-100%$6.5M———
Old Mission Capital LLC
N/A—76,904-76,904-100%$6.2M———
Cetera Investment Advisers
N/A—74,621-74,621-100%$6.0M———
Logan Capital Management Inc
N/A—74,443-74,443-100%$6.0M———
Neuberger Berman Group LLC
N/A—72,438-72,438-100%$5.8M———
Thornburg Investment Management Inc
N/A—66,475-66,475-100%$5.3M———
Nuveen, LLC
N/A—63,069-63,069-100%$5.1M———
Erste Asset Management GmbH
N/A—62,637-62,637-100%$4.7M———
Osaic Holdings, Inc.
N/A—55,269-55,269-100%$4.4M———
Hantz Financial Services, Inc.
N/A—54,861-54,861-100%$4.4M———
Vestmark Advisory Solutions, Inc.
N/A—53,321-53,321-100%$4.3M———
Mariner, LLC
N/A—52,284-52,284-100%$4.2M———
Baird Financial Group, Inc.
N/A—51,613-51,613-100%$4.1M———
Marshall Wace, LLP
N/A—50,371-50,371-100%$4.0M———
MML Investors Services, LLC
N/A—50,174-50,174-100%$4.0M———
HighTower Advisors, LLC
N/A—49,490-49,490-100%$4.0M———
Becker Capital Management Inc
N/A—48,074-48,074-100%$3.9M———
Schonfeld Strategic Advisors LLC
N/A—47,208-47,208-100%$3.8M———
Ameriprise Financial Inc
N/A—46,143-46,143-100%$3.7M———
PNC Financial Services Group, Inc.
N/A—45,494-45,494-100%$3.7M———
&partners
N/A—42,384-42,384-100%$3.4M———
Entropy Technologies, LP
N/A—42,296-42,296-100%$3.4M———
Boothbay Fund Management, LLC
N/A—40,000-40,000-100%$3.2M———
Balyasny Asset Management L.P.
N/A—39,919-39,919-100%$3.2M———
Sanctuary Advisors, LLC
N/A—37,856-37,856-100%$3.0M———
Trexquant Investment LP
N/A—37,761-37,761-100%$3.0M———
Cerity Partners LLC
N/A—37,222-37,222-100%$3.0M———
Focus Partners Wealth
N/A—36,533-36,533-100%$2.9M———
Great Lakes Advisors, LLC
N/A—35,979-35,979-100%$2.9M———
XTX Topco Ltd
N/A—35,325-35,325-100%$2.8M———
Lafayette Investments, Inc.
N/A—35,256-35,256-100%$2.8M———
Kerrisdale Advisers, LLC
N/A—34,233-34,233-100%$2.8M———
Callan Family Office, LLC
N/A—33,928-33,928-100%$2.7M———
Phoenix Financial Ltd.
N/A—32,966-32,966-100%$2.7M———
Salt Holding Corp.
N/A—31,855-31,855-100%$2.6M———
NewEdge Wealth, LLC
N/A—31,585-31,585-100%$2.5M———
Havemeyer Place LP
N/A—29,153-29,153-100%$2.3M———
Stephens Inc
N/A—28,649-28,649-100%$2.3M———
Captrust Financial Advisors
N/A—28,368-28,368-100%$2.3M———
Marble Harbor Investment Counsel, LLC
N/A—27,854-27,854-100%$2.2M———
Hillman Capital Management, Inc.
N/A—27,492-27,492-100%$2.2M———
R.H. Investment Group, LLC
N/A—27,035-27,035-100%$2.2M———
Price T Rowe Associates Inc
N/A—26,543-26,543-100%$2.1M———
Principal Securities, Inc.
N/A—26,525-26,525-100%$2.1M———
Evelyn Partners Group Ltd
N/A—26,313-26,313-100%$2.1M———
DRW Securities, LLC
N/A—25,646-25,646-100%$2.1M———
Pinnacle Financial Partners, Inc.
N/A—25,576-25,576-100%$2.1M———
RBO & Co LLC
N/A—25,301-25,301-100%$2.0M———
Vident Advisory, LLC
N/A—24,506-24,506-100%$2.0M———
Waverly Advisors, LLC
N/A—24,457-24,457-100%$2.0M———
Beacon Investment Advisors LLC
N/A—24,276-24,276-100%$2.0M———
Weik Capital Management
N/A—24,227-24,227-100%$1.9M———
Orion Porfolio Solutions, LLC
N/A—23,221-23,221-100%$1.9M———
OneDigital Investment Advisors LLC
N/A—23,098-23,098-100%$1.9M———
Vanguard Personalized Indexing Management, LLC
N/A—22,834-22,834-100%$1.8M———
O'shaughnessy Asset Management, LLC
N/A—22,396-22,396-100%$1.8M———
Winton Group Ltd
N/A—22,135-22,135-100%$1.8M———
Squarepoint Ops LLC
N/A—21,932-21,932-100%$1.8M———
Quantbot Technologies LP
N/A—21,398-21,398-100%$1.7M———
Farringdon Capital, Ltd.
N/A—21,218-21,218-100%$1.7M———
MAI Capital Management
N/A—20,200-20,200-100%$1.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—20,000-20,000-100%$1.6M———
AQR Capital Management LLC
N/A—19,173-19,173-100%$1.5M———
Virtu Financial LLC
N/A—18,758-18,758-100%$1.5M———
World Investment Advisors
N/A—18,570-18,570-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—17,735-17,735-100%$1.4M———
Barclays PLC
N/A—17,347-17,347-100%$1.4M———
NewEdge Advisors, LLC
N/A—17,327-17,327-100%$1.4M———
GeoWealth Management, LLC
N/A—17,266-17,266-100%$1.4M———
Guggenheim Capital LLC
N/A—17,133-17,133-100%$1.4M———
Advisory Services Network, LLC
N/A—16,851-16,851-100%$1.4M———
Longfellow Investment Management Co LLC
N/A—16,655-16,655-100%$1.3M———
Bcgm Wealth Management, LLC
N/A—16,088-16,088-100%$1.3M———
QRG Capital Management, Inc.
N/A—15,803-15,803-100%$1.3M———
EFG International AG
N/A—15,711-15,711-100%$1.3M———
M&T Bank Corp
N/A—15,405-15,405-100%$1.2M———
Greenline Partners, LLC
N/A—15,246-15,246-100%$1.2M———
Templeton & Phillips Capital Management, LLC
N/A—14,410-14,410-100%$1.2M———
Beacon Pointe Advisors, LLC
N/A—14,273-14,273-100%$1.1M———
Merit Financial Group, LLC
N/A—13,561-13,561-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—13,509-13,509-100%$1.1M———
Mutual Advisors, LLC
N/A—13,462-13,462-100%$1.1M———
Arax Advisory Partners
N/A—12,955-12,955-100%$1.0M———
Campbell & Co Investment Adviser LLC
N/A—12,939-12,939-100%$1.0M———
Two Sigma Investments, LP
N/A—12,478-12,478-100%$1.0M———
HM Payson & Co
N/A—12,392-12,392-100%$996.1K———
Parvin Asset Management, LLC
N/A—12,325-12,325-100%$990.7K———
Quinn Opportunity Partners LLC
N/A—12,000-12,000-100%$964.6K———
IEQ Capital, LLC
N/A—11,710-11,710-100%$941.3K———
HSBC Holdings PLC
N/A—11,698-11,698-100%$942.6K———
DRH Investments, Inc.
N/A—11,603-11,603-100%$932.6K———
AustralianSuper Pty Ltd
N/A—11,356-11,356-100%$912.8K———
Auxier Asset Management LLC
N/A—11,133-11,133-100%$894.9K———
Dodge & COX
N/A—11,077-11,077-100%$890.4K———
Moors & Cabot, Inc.
N/A—10,946-10,946-100%$879.8K———
Invesco Ltd.
N/A—10,829-10,829-100%$870.4K———
Tevis Investment Management
N/A—10,543-10,543-100%$847.4K———
Centiva Capital, LP
N/A—10,540-10,540-100%$847.2K———
Rodgers Brothers Inc.
N/A—10,242-10,242-100%$823.3K———
Bartlett & Co. Wealth Management LLC
N/A—10,224-10,224-100%$821.8K———
Pine Valley Investments Ltd Liability Co
N/A—10,052-10,052-100%$808.0K———
Norges Bank
N/A—10,000-10,000-100%$803.8K———
Fiduciary Trust Co
N/A—9,958-9,958-100%$800.4K———
Two Sigma Securities, LLC
N/A—9,920-9,920-100%$797.4K———
Benjamin Edwards Inc
N/A—9,775-9,775-100%$785.7K———
Keystone Financial Group
N/A—9,406-9,406-100%$756.0K———
Blair William & Co
N/A—9,255-9,255-100%$743.9K———
Hutner Capital Management Inc
N/A—9,194-9,194-100%$739.0K———
Dakota Wealth Management
N/A—8,883-8,883-100%$714.0K———
Brown Advisory Inc
N/A—8,877-8,877-100%$713.6K———
Naviter Wealth, LLC
N/A—8,581-8,581-100%$689.7K———
Ingalls & Snyder LLC
N/A—8,228-8,228-100%$661.0K———
Rhumbline Advisers
N/A—8,193-8,193-100%$658.5K———
Transcend Capital Advisors, LLC
N/A—8,191-8,191-100%$658.4K———
Berkeley Capital Partners, LLC
N/A—8,069-8,069-100%$648.6K———
Mercer Global Advisors Inc
N/A—8,036-8,036-100%$645.9K———
Bulltick Wealth Management, LLC
N/A—7,898-7,898-100%$634.8K———
Flow Traders U.S. LLC
N/A—7,866-7,866-100%$632.0K———
Clearstead Advisors, LLC
N/A—7,466-7,466-100%$600.2K———
Northwest & Ethical Investments L.P.
N/A—7,075-7,075-100%$568.7K———
National Bank of Canada
N/A—7,060-7,060-100%$567.3K———
Auxano Advisors, LLC
N/A—7,024-7,024-100%$564.6K———
Centaurus Financial, Inc.
N/A—6,826-6,826-100%$549.0K———
Fisher Asset Management, LLC
N/A—6,328-6,328-100%$508.7K———
Commerce Bank
N/A—6,290-6,290-100%$505.6K———
Sandy Cove Advisors, LLC
N/A—6,189-6,189-100%$497.5K———
Hamel Associates, Inc.
N/A—6,140-6,140-100%$493.0K———
Engineers Gate Manager LP
N/A—6,139-6,139-100%$493.5K———
Steward Partners Investment Advisory, LLC
N/A—6,131-6,131-100%$492.8K———
Rexford Capital Inc
N/A—6,021-6,021-100%$484.0K———
Foresight Global Investors, Inc.
N/A—5,952-5,952-100%$478.4K———
NorthCoast Asset Management LLC
N/A—5,906-5,906-100%$474.8K———
Wealthspire Advisors, LLC
N/A—5,881-5,881-100%$472.7K———
Ballentine Partners, LLC
N/A—5,787-5,787-100%$465.2K———
Laird Norton Wetherby Trust Company, LLC
N/A—5,605-5,605-100%$450.5K———
Integrated Wealth Concepts LLC
N/A—5,543-5,543-100%$445.5K———
Personal CFO Solutions, LLC
N/A—5,539-5,539-100%$445.2K———
Global Retirement Partners, LLC
N/A—5,518-5,518-100%$443.6K———
Envestnet Portfolio Solutions, Inc.
N/A—5,513-5,513-100%$443.1K———
Sequoia Financial Advisors, LLC
N/A—5,508-5,508-100%$442.7K———
Ancora Advisors LLCA
N/A—5,486-5,486-100%$441.0K———
Atom Investors LP
N/A—5,387-5,387-100%$433.0K———
Rehmann Capital Advisory Group
N/A—5,265-5,265-100%$423.2K———
Xcelsior Advisor Partners LLC
N/A—5,204-5,204-100%$418.3K———
Bearing Point Capital, LLC
N/A—5,125-5,125-100%$411.9K———
Advisors Asset Management, Inc.
N/A—4,983-4,983-100%$400.5K———
Caprock Group, LLC
N/A—4,868-4,868-100%$391.3K———
Glenmede Trust Co NA
N/A—4,841-4,841-100%$389.1K———
UMB Bank, n.a.
N/A—4,759-4,759-100%$382.5K———
Addison Capital Co
N/A—4,756-4,756-100%$382.3K———
Dana Investment Advisors, Inc.
N/A—4,694-4,694-100%$377.3K———
Argent Trust Co
N/A—4,646-4,646-100%$373.5K———
Ellevest, Inc.
N/A—4,608-4,608-100%$390.9K———
Generation Capital Management LLC
N/A—4,555-4,555-100%$366.1K———
Kavar Capital Partners Group, LLC
N/A—4,554-4,554-100%$366.1K———
Snowden Capital Advisors LLC
N/A—4,474-4,474-100%$359.6K———
Headlands Technologies LLC
N/A—4,471-4,471-100%$359.4K———
Susquehanna International Group, LLP
N/A—4,441-4,441-100%$357.0K———
Peak Asset Management, LLC
N/A—4,425-4,425-100%$355.7K———
Summit Trail Advisors, LLC
N/A—4,417-4,417-100%$355.0K———
Boston Family Office LLC
N/A—4,400-4,400-100%$354.0K———
Venturi Wealth Management, LLC
N/A—4,315-4,315-100%$346.8K———
Wexford Capital LP
N/A—4,273-4,273-100%$343.5K———
Titan Wealth (CI) Ltd
N/A—4,200-4,200-100%$337.6K———
Hancock Whitney Corp
N/A—4,191-4,191-100%$336.9K———
Summit Financial, LLC
N/A—4,113-4,113-100%$330.6K———
Smartleaf Asset Management LLC
N/A—4,098-4,098-100%$341.0K———
Roberts Glore & Co Inc
N/A—4,090-4,090-100%$328.8K———
Insigneo Advisory Services, LLC
N/A—4,026-4,026-100%$323.6K———
Private Advisor Group, LLC
N/A—3,995-3,995-100%$321.1K———
Pure Financial Advisors, LLC
N/A—3,939-3,939-100%$316.6K———
Fortress Private Ledger, LLC
N/A—3,899-3,899-100%$313.4K———
Aviso Financial Inc.
N/A—3,846-3,846-100%$309.1K———
Douglass Winthrop Advisors, LLC
N/A—3,823-3,823-100%$307.3K———
Savant Capital, LLC
N/A—3,770-3,770-100%$309.3K———
Sound View Wealth Advisors Group, LLC
N/A—3,694-3,694-100%$296.9K———
Keebeck Wealth Management
N/A—3,622-3,622-100%$291.1K———
Syon Capital LLC
N/A—3,593-3,593-100%$288.8K———
Magnetar Financial LLC
N/A—3,431-3,431-100%$275.8K———
Intrust Bank NA
N/A—3,423-3,423-100%$275.1K———
Limestone Investment Advisors LP
N/A—3,400-3,400-100%$273.3K———
Allworth Financial LP
N/A—3,349-3,349-100%$269.2K———
Bessemer Group Inc
N/A—3,335-3,335-100%$266.0K———
Level Four Advisory Services, LLC
N/A—3,317-3,317-100%$266.7K———
Pinnacle West Asset Management, Inc.
N/A—3,245-3,245-100%$261.0K———
Jain Global LLC
N/A—3,185-3,185-100%$256.0K———
R Squared Ltd
N/A—3,164-3,164-100%$254.3K———
Callahan Advisors, LLC
N/A—3,134-3,134-100%$251.9K———
Orographic Financial Advisors, LLC
N/A—3,090-3,090-100%$290———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,052-3,052-100%$245.3K———
Bridgewater Advisors Inc.
N/A—3,032-3,032-100%$268.4K———
Colonial Trust Advisors
N/A—2,980-2,980-100%$239.5K———
Fielder Capital Group LLC
N/A—2,942-2,942-100%$236.5K———
UBS Asset Management Americas LLC
N/A—2,903-2,903-100%$233.3K———
Harris Associates L P
N/A—2,895-2,895-100%$232.7K———
Carson Advisory Inc.
N/A—2,846-2,846-100%$228.8K———
State Street Corp
N/A—2,730-2,730-100%$219.4K———
Arkadios Wealth Advisors
N/A—2,706-2,706-100%$217.5K———
Mosaic Family Wealth Partners, LLC
N/A—2,699-2,699-100%$216.9K———
Core Alternative Capital
N/A—2,656-2,656-100%$213.5K———
Tranquilli Financial Advisor LLC
N/A—2,643-2,643-100%$212.4K———
Zuckerman Investment Group, LLC
N/A—2,555-2,555-100%$205.4K———
Townsquare Capital LLC
N/A—2,509-2,509-100%$201.7K———
Transamerica Financial Advisors, LLC
N/A—2,359-2,359-100%$189.7K———
Private Wealth Asset Management, LLC
N/A—2,339-2,339-100%$188.0K———
Atlantic Union Bankshares Corp
N/A—2,312-2,312-100%$185.8K———
Geneos Wealth Management Inc.
N/A—2,057-2,057-100%$165.4K———
Banque Transatlantique SA
N/A—2,022-2,022-100%$73.9K———
Massachusetts Financial Services Co
N/A—1,927-1,927-100%$212.3K———
Aberdeen Wealth Management LLC
N/A—1,900-1,900-100%$152.7K———
Sittner & Nelson, LLC
N/A—1,874-1,874-100%$150.6K———
Schrum Private Wealth Management LLC
N/A—1,746-1,746-100%$220.1K———
Toronto Dominion Bank
N/A—1,700-1,700-100%$136.0K———
Bruce G. Allen Investments, LLC
N/A—1,628-1,628-100%$130.9K———
Anchor Investment Management, LLC
N/A—1,494-1,494-100%$120.1K———
Capital Analysts, LLC
N/A—1,478-1,478-100%$115.0K———
LRI Investments, LLC
N/A—1,401-1,401-100%$112.6K———
Crewe Advisors LLC
N/A—1,270-1,270-100%$102.1K———
Colonial Trust Co / SC
N/A—1,208-1,208-100%$97.1K———
Harbour Investments, Inc.
N/A—1,044-1,044-100%$83.9K———
Meramec Financial Planners, LLC
N/A—932-932-100%$79.4K———
Huntington National Bank
N/A—922-922-100%$74.1K———
Tacita Capital Inc
N/A—900-900-100%$72.3K———
IFG Advisory, LLC
N/A—878-878-100%$70.6K———
Twin Lakes Capital Management, LLC
N/A—767-767-100%$61.7K———
SouthState Bank Corp
N/A—627-627-100%$50.4K———
Institute for Wealth Management, Llc.
N/A—612-612-100%$49.2K———
Raelipskie Partnership
N/A—611-611-100%$49.1K———
Park Place Capital Corp
N/A—584-584-100%$46.9K———
TD Capital Management LLC
N/A—581-581-100%$46.7K———
Caldwell Sutter Capital, Inc.
N/A—534-534-100%$42.9K———
Rialto Wealth Management, LLC
N/A—500-500-100%$40.2K———
Webster Bank, N. A.
N/A—500-500-100%$40.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—475-475-100%$38.2K———
Basepoint Wealth LLC
N/A—413-413-100%$33.2K———
Continuum Advisory, LLC
N/A—360-360-100%$28.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—325-325-100%$26.1K———
BFC Planning, Inc.
N/A—322-322-100%$25.9K———
Accent Capital Management, LLC
N/A—300-300-100%$24.1K———
ESL Trust Services, LLC
N/A—300-300-100%$24.1K———
Truvestments Capital LLC
N/A—289-289-100%$23.2K———
Cheviot Value Management, LLC
N/A—273-273-100%$21.9K———
MidFirst Bank
N/A—265-265-100%$21.3K———
Elequin Capital, LP
N/A—255-255-100%$20.5K———
Dunhill Financial, LLC
N/A—244-244-100%$19.6K———
Medallion Wealth Advisors, LLC
N/A—231-231-100%$18.6K———
Motco
N/A—229-229-100%$18.4K———
Kilter Group LLC
N/A—228-228-100%$18.3K———
Rothschild Investment LLC
N/A—214-214-100%$17.2K———
HHM Wealth Advisors, LLC
N/A—180-180-100%$14.5K———
Westfuller Advisors, LLC
N/A—157-157-100%$12.6K———
Bellevue Asset Management, LLC
N/A—147-147-100%$11.8K———
Boreal Capital Management LLC
N/A—146-146-100%$11.7K———
Ameriflex Group, Inc.
N/A—141-141-100%$11.3K———
Strategic Wealth Partners, Ltd.
N/A—131-131-100%$10.5K———
Cornerstone Financial Management LLC
N/A—130-130-100%$10.4K———
Allied Private Wealth LLC
N/A—128-128-100%$10.4K———
Synergy Investment Management, LLC
N/A—124-124-100%$11.1K———
Raffa Wealth Management, LLC
N/A—124-124-100%$10.0K———
Financial Gravity Companies, Inc.
N/A—122-122-100%$9.8K———
Winch Advisory Services, LLC
N/A—119-119-100%$9.6K———
Boyd Watterson Asset Management LLC
N/A—114-114-100%$9.2K———
Measured Wealth Private Client Group, LLC
N/A—103-103-100%$8.3K———
Cetera Trust Company, N.a
N/A—100-100-100%$8.0K———
Caitlin John, LLC
N/A—100-100-100%$8.0K———
Crews Bank & Trust
N/A—100-100-100%$8.0K———
VSM Wealth Advisory, LLC
N/A—100-100-100%$8.0K———
Federated Hermes, Inc.
N/A—92-92-100%$7.4K———
Tidemark, LLC
N/A—86-86-100%$6.9K———
GW&K Investment Management, LLC
N/A—85-85-100%$7———
Security National Bank of SO DAK
N/A—80-80-100%$6.4K———
Purpose Unlimited Inc.
N/A—75-75-100%$6.1K———
Altrinsic Global Advisors LLC
N/A—74-74-100%$5.9K———
Fiduciary Financial Advisors
N/A—73-73-100%$5.7K———
BOK Financial Private Wealth, Inc.
N/A—60-60-100%$4.8K———
SOA Wealth Advisors, Llc.
N/A—56-56-100%$4.5K———
Millstone Evans Group, LLC
N/A—50-50-100%$4.0K———
JPL Wealth Management, LLC
N/A—48-48-100%$3.9K———
Sankala Group LLC
N/A—48-48-100%$4.4K———
Prestige Wealth Management Group LLC
N/A—45-45-100%$3.6K———
Swan Capital LLC
N/A—43-43-100%$3.5K———
SHP Wealth Management
N/A—32-32-100%$2.6K———
IAG Wealth Partners, LLC
N/A—30-30-100%$2.4K———
Quent Capital, LLC
N/A—24-24-100%$1.9K———
Addison Advisors LLC
N/A—21-21-100%$1.7K———
IMA Advisory Services, Inc.
N/A—20-20-100%$1.6K———
Basecamp Wealth Advisors LLC
N/A—19-19-100%$1.5K———
N.E.W. Advisory Services LLC
N/A—18-18-100%$1.4K———
WealthCollab, LLC
N/A—17-17-100%$1.4K———
Pinney & Scofield, Inc.
N/A—16-16-100%$1.3K———
Copia Wealth Management
N/A—16-16-100%$1.3K———
PIN OAK Investment Advisors Inc
N/A—15-15-100%$1———
Harborfront Financial Group LLC
N/A—11-11-100%$885———
Bogart Wealth, LLC
N/A—11-11-100%$914———
Highland Investment Advisors LLC
N/A—10-10-100%$804———
Zions Bancorporation, National Association
N/A—7-7-100%$563———
Manning & Napier Advisors LLC
N/A—6-6-100%$499———
Operose Advisors LLC
N/A—6-6-100%$482———
Cordant, Inc.
N/A—4-4-100%$297———
Horizon Investments, LLC
N/A—4-4-100%$322———
Darwin Wealth Management, LLC
N/A—1-1-100%$91———
First Pacific Advisors, LP
N/A—1-1-100%$80———
Nomura Asset Management Co LTD
N/A—00—$0———
Loomis Sayles & Co L P
N/A—00—$15———
Showing 761 of 761 institutions