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Walt Disney Co (DIS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares41,521,681 from 41,318,206
Change+203,475 (+0%)
Value$4.3B (+$377.3M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares14,347,989 from 14,407,485
Change-59,496 (0%)
Value$1.5B (+$118.4M)
Filed 2026-11-05
Sanders Capital, LLC
DECREASED
Shares13,749,399 from 13,780,700
Change-31,301 (0%)
Value$1.4B (+$115.9M)
Filed 2026-11-02
Amundi
INCREASED
Shares12,653,122 from 6,862,995
Change+5,790,127 (+84%)
Value$1.3B (+$666.8M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares8,385,062 from 6,623,195
Change+1,761,867 (+27%)
Value$879.6M (+$242.1M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares7,855,624 from 4,391,961
Change+3,463,663 (+79%)
Value$824.1M (+$401.3M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares7,547,125 from 7,431,829
Change+115,296 (+2%)
Value$791.7M (+$76.2M)
Filed 2026-11-04
LSV Asset Management
INCREASED
Shares5,361,818 from 4,555,539
Change+806,279 (+18%)
Value$562.5M (+$124.0M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares4,308,172 from 4,464,015
Change-155,843 (-3%)
Value$451.9M (+$22.3M)
Filed 2026-10-29
Bank of Montreal
INCREASED
Shares3,740,710 from 2,715,708
Change+1,025,002 (+38%)
Value$392.4M (+$131.0M)
Filed 2026-11-09
Metropolis Capital Ltd
INCREASED
Shares3,492,181 from 2,249,831
Change+1,242,350 (+55%)
Value$366.3M (+$149.5M)
Filed 2026-10-20
Barclays PLC
DECREASED
Shares3,093,306 from 3,423,552
Change-330,246 (-10%)
Value$324.5M (-$5.0M)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares3,091,331 from 2,836,796
Change+254,535 (+9%)
Value$324.3M (+$51.2M)
Filed 2026-10-22
Nordea Investment Management AB
INCREASED
Shares2,958,930 from 2,597,410
Change+361,520 (+14%)
Value$312.9M (+$62.4M)
Filed 2026-11-09
PNC Financial Services Group, Inc.
DECREASED
Shares2,714,129 from 2,787,550
Change-73,421 (-3%)
Value$284.7M (+$16.4M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares2,618,010 from 1,416,537
Change+1,201,473 (+85%)
Value$276.2M (+$140.2M)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares2,548,498 from 2,799,197
Change-250,699 (-9%)
Value$267.3M (-$2.1M)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares2,516,458 from 2,269,733
Change+246,725 (+11%)
Value$264.1M (+$44.9M)
Filed 2026-11-06
Lindsell Train Ltd
DECREASED
Shares2,299,341 from 2,607,846
Change-308,505 (-12%)
Value$241.2M (-$9.8M)
Filed 2026-11-02
Assenagon Asset Management S.A.
INCREASED
Shares2,085,351 from 85,698
Change+1,999,653 (+2333%)
Value$218.8M (+$210.5M)
Filed 2026-10-15
Markel Group Inc.
INCREASED
Shares2,039,165 from 2,031,665
Change+7,500 (+0%)
Value$213.9M (+$18.4M)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares1,968,617 from 2,067,090
Change-98,473 (-5%)
Value$206.5M (+$7.6M)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
INCREASED
Shares1,831,356 from 1,547,428
Change+283,928 (+18%)
Value$192.1M (+$43.2M)
Filed 2026-10-20
Principal Financial Group Inc
DECREASED
Shares1,783,855 from 1,952,534
Change-168,679 (-9%)
Value$187.1M (-$805.0K)
Filed 2026-11-02
Great Lakes Advisors, LLC
DECREASED
Shares1,508,343 from 1,525,304
Change-16,961 (-1%)
Value$158.2M (+$11.4M)
Filed 2026-11-06
Focused Investors LLC
DECREASED
Shares1,399,550 from 1,664,650
Change-265,100 (-16%)
Value$146.8M (-$13.4M)
Filed 2026-10-30
Yacktman Asset Management LP
INCREASED
Shares1,388,410 from 1,375,972
Change+12,438 (+1%)
Value$145.6M (+$13.2M)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares1,382,586 from 1,386,158
Change-3,572 (0%)
Value$145.0M (+$11.6M)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,328,723 from 1,293,136
Change+35,587 (+3%)
Value$139.5M (+$14.4M)
Filed 2026-10-29
New York State Teachers Retirement System
DECREASED
Shares1,253,227 from 1,352,025
Change-98,798 (-7%)
Value$131.5M (+$1.3M)
Filed 2026-10-22
Aberdeen Group plc
DECREASED
Shares1,241,238 from 1,376,800
Change-135,562 (-10%)
Value$130.2M (-$2.3M)
Filed 2026-11-06
Everett Harris & Co
DECREASED
Shares1,149,430 from 1,155,166
Change-5,736 (0%)
Value$120.6M (+$9.4M)
Filed 2026-10-28
Fort Washington Investment Advisors Inc
DECREASED
Shares1,130,222 from 1,131,737
Change-1,515 (0%)
Value$118.6M (+$9.6M)
Filed 2026-10-15
Saratoga Research & Investment Management
INCREASED
Shares1,117,460 from 1,083,810
Change+33,650 (+3%)
Value$117.2M (+$12.9M)
Filed 2026-10-16
Cardano Risk Management B.V.
NEW
Shares1,098,332
Change+1,098,332
Value$115.2M
Filed 2026-10-20
Pzena Investment Management LLC
INCREASED
Shares1,028,728 from 883,495
Change+145,233 (+16%)
Value$107.9M (+$22.9M)
Filed 2026-10-30
Danske Bank A/S
DECREASED
Shares1,022,321 from 1,104,344
Change-82,023 (-7%)
Value$107.2M (+$948.4K)
Filed 2026-11-09
Fifth Third Bancorp
DECREASED
Shares990,719 from 1,036,975
Change-46,256 (-4%)
Value$103.9M (+$4.1M)
Filed 2026-11-05
Oldfield Partners LLP
INCREASED
Shares988,300 from 745,800
Change+242,500 (+33%)
Value$103.7M (+$31.9M)
Filed 2026-11-02
Cooke & Bieler LP
DECREASED
Shares976,217 from 1,513,410
Change-537,193 (-35%)
Value$102.4M (-$43.3M)
Filed 2026-10-21
Strs Ohio
DECREASED
Shares961,073 from 999,739
Change-38,666 (-4%)
Value$100.8M (+$4.6M)
Filed 2026-10-30
Pictet Asset Management Holding SA
DECREASED
Shares960,101 from 986,089
Change-25,988 (-3%)
Value$100.7M (+$5.8M)
Filed 2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED
Shares958,653 from 943,831
Change+14,822 (+2%)
Value$100.7M (+$9.3M)
Filed 2026-11-06
Sound Shore Management Inc
DECREASED
Shares955,899 from 967,830
Change-11,931 (-1%)
Value$100.3M (+$7.1M)
Filed 2026-11-06
Egerton Capital (UK) LLP
NEW
Shares933,073
Change+933,073
Value$97.9M
Filed 2026-10-20
Retirement Systems of Alabama
DECREASED
Shares909,785 from 954,087
Change-44,302 (-5%)
Value$95.4M (+$3.6M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares905,833 from 811,058
Change+94,775 (+12%)
Value$95.0M (+$17.0M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares867,094 from 726,540
Change+140,554 (+19%)
Value$77.4M (+$20.4M)
Filed 2026-10-13
Asset Management One Co., Ltd.
DECREASED
Shares866,356 from 871,645
Change-5,289 (-1%)
Value$90.9M (+$7.0M)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares833,792 from 886,292
Change-52,500 (-6%)
Value$87.5M (+$2.2M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares832,805 from 852,107
Change-19,302 (-2%)
Value$87.4M (+$5.3M)
Filed 2026-11-05
Swedbank AB
DECREASED
Shares807,929 from 815,062
Change-7,133 (-1%)
Value$84.8M (+$6.3M)
Filed 2026-10-27
Antipodes Partners Ltd
DECREASED
Shares767,341 from 801,100
Change-33,759 (-4%)
Value$80.5M (+$3.4M)
Filed 2026-11-05
Vontobel Holding Ltd.
DECREASED
Shares708,102 from 786,131
Change-78,029 (-10%)
Value$74.3M (-$1.4M)
Filed 2026-10-16
Granite Group Advisors, LLC
DECREASED
Shares675,601 from 675,651
Change-50 (0%)
Value$70.9M (+$5.8M)
Filed 2026-10-14
Candriam S.C.A.
INCREASED
Shares657,918 from 513,740
Change+144,178 (+28%)
Value$69.3M (+$19.9M)
Filed 2026-11-03
Alecta Tjanstepension Omsesidigt
DECREASED
Shares654,500 from 869,500
Change-215,000 (-25%)
Value$68.7M (-$15.0M)
Filed 2026-11-02
Douglas Lane & Associates, LLC
INCREASED
Shares652,970 from 587,360
Change+65,610 (+11%)
Value$68.5M (+$12.0M)
Filed 2026-10-09
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares647,604 from 669,541
Change-21,937 (-3%)
Value$67.9M (+$3.0M)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares638,162 from 607,421
Change+30,741 (+5%)
Value$66.9M (+$8.5M)
Filed 2026-11-05
Border to Coast Pensions Partnership Ltd
INCREASED
Shares632,367 from 574,064
Change+58,303 (+10%)
Value$66.2M (+$11.0M)
Filed 2026-10-09
Handelsbanken Fonder AB
INCREASED
Shares622,055 from 612,587
Change+9,468 (+2%)
Value$65.3M (+$65.2M)
Filed 2026-11-09
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares603,432 from 567,513
Change+35,919 (+6%)
Value$63.3M (+$8.7M)
Filed 2026-11-03
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares589,912 from 568,864
Change+21,048 (+4%)
Value$61.9M (+$7.1M)
Filed 2026-11-09
MacKenzie Financial Corp
INCREASED
Shares585,594 from 458,812
Change+126,782 (+28%)
Value$61.4M (+$17.3M)
Filed 2026-11-02
Squarepoint Ops LLC
INCREASED
Shares566,202 from 120,917
Change+445,285 (+368%)
Value$59.4M (+$47.8M)
Filed 2026-11-09
State of New Jersey Common Pension Fund D
DECREASED
Shares560,774 from 573,872
Change-13,098 (-2%)
Value$58.8M (+$3.6M)
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares558,968 from 553,748
Change+5,220 (+1%)
Value$58.6M (+$4.9M)
Filed 2026-10-20
Cohen Klingenstein LLC
DECREASED
Shares548,648 from 549,583
Change-935 (0%)
Value$57.6M (+$4.7M)
Filed 2026-10-15
Cacti Asset Management LLC
INCREASED
Shares547,710 from 547,310
Change+400 (+0%)
Value$57.7M (+$5.1M)
Filed 2026-10-01
Swiss Life Asset Management Ltd
INCREASED
Shares546,354 from 388,114
Change+158,240 (+41%)
Value$57.3M (+$20.0M)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares541,940 from 559,460
Change-17,520 (-3%)
Value$56.8M (+$3.0M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares531,127 from 546,788
Change-15,661 (-3%)
Value$55.7M (+$3.1M)
Filed 2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED
Shares521,790 from 516,790
Change+5,000 (+1%)
Value$54.7M (+$5.0M)
Filed 2026-10-08
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares501,402 from 499,633
Change+1,769 (+0%)
Value$52.6M (+$4.5M)
Filed 2026-10-20
Czech National Bank
INCREASED
Shares496,119 from 494,278
Change+1,841 (+0%)
Value$52.0M (+$4.5M)
Filed 2026-10-13
State of Michigan Retirement System
DECREASED
Shares490,466 from 501,266
Change-10,800 (-2%)
Value$51.4M (+$3.2M)
Filed 2026-10-27
Arizona State Retirement System
DECREASED
Shares489,924 from 491,563
Change-1,639 (0%)
Value$51.4M (+$4.1M)
Filed 2026-11-03
Calamos Advisors LLC
DECREASED
Shares488,999 from 515,099
Change-26,100 (-5%)
Value$51.3M (+$1.7M)
Filed 2026-11-02
Arete Wealth Advisors, LLC
DECREASED
Shares458,516 from 458,881
Change-365 (0%)
Value$48.4M (+$4.3M)
Filed 2026-11-09
CIBC Asset Management Inc
DECREASED
Shares458,048 from 458,695
Change-647 (0%)
Value$48.0M (+$3.9M)
Filed 2026-11-05
Nykredit A/S
INCREASED
Shares453,049 from 445,108
Change+7,941 (+2%)
Value$47.5M (+$4.7M)
Filed 2026-11-06
SEB Asset Management AB
DECREASED
Shares443,097 from 478,718
Change-35,621 (-7%)
Value$46.5M (+$404.3K)
Filed 2026-11-04
Daiwa Securities Group Inc.
INCREASED
Shares442,093 from 398,997
Change+43,096 (+11%)
Value$46.4M (+$8.0M)
Filed 2026-10-29
Lazard Freres Gestion S.A.S.
DECREASED
Shares440,870 from 457,055
Change-16,185 (-4%)
Value$46.2M (+$2.3M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares423,402 from 455,300
Change-31,898 (-7%)
Value$44.4M (+$592.2K)
Filed 2026-10-15
IFM Investors Pty Ltd
INCREASED
Shares411,118 from 404,317
Change+6,801 (+2%)
Value$43.1M (+$4.2M)
Filed 2026-10-14
Quintet Private Bank (Europe) S.A.
INCREASED
Shares408,350 from 304,062
Change+104,288 (+34%)
Value$42.8M (+$13.6M)
Filed 2026-10-08
Heritage Investors Management Corp
DECREASED
Shares399,415 from 413,720
Change-14,305 (-3%)
Value$41.9M (+$2.1M)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares398,933 from 397,882
Change+1,051 (+0%)
Value$41.8M (+$3.6M)
Filed 2026-10-21
Staley Capital Advisers Inc
INCREASED
Shares381,655 from 363,064
Change+18,591 (+5%)
Value$40.0M (+$5.1M)
Filed 2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares381,484 from 383,548
Change-2,064 (-1%)
Value$40.0M (+$3.1M)
Filed 2026-11-03
Vaughan David Investments LLC
INCREASED
Shares381,239 from 373,276
Change+7,963 (+2%)
Value$40.0M (+$4.1M)
Filed 2026-11-05
AGF Management LTD
INCREASED
Shares376,388 from 356,689
Change+19,699 (+6%)
Value$39.5M (+$5.2M)
Filed 2026-11-03
Compagnie Lombard Odier SCmA
INCREASED
Shares373,183 from 312,849
Change+60,334 (+19%)
Value$39.1M (+$9.0M)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED
Shares371,465 from 409,034
Change-37,569 (-9%)
Value$39.0M (-$402.9K)
Filed 2026-10-21
ProShare Advisors LLC
DECREASED
Shares361,158 from 367,353
Change-6,195 (-2%)
Value$37.9M (+$2.5M)
Filed 2026-10-29
Xponance LLC
INCREASED
Shares352,804 from 335,647
Change+17,157 (+5%)
Value$37.0M (+$4.7M)
Filed 2026-11-03
UniSuper Management Pty Ltd
INCREASED
Shares346,173 from 320,073
Change+26,100 (+8%)
Value$36.3M (+$5.5M)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares334,771 from 327,541
Change+7,230 (+2%)
Value$32.2M (+$695.9K)
Filed 2026-11-06
GFS Advisors, LLC
INCREASED
Shares333,723 from 277,695
Change+56,028 (+20%)
Value$35.0M (+$35.0M)
Filed 2026-11-03
Gateway Investment Advisers LLC
INCREASED
Shares331,382 from 326,714
Change+4,668 (+1%)
Value$34.8M (+$3.3M)
Filed 2026-10-13
Neos Investment Management LLC
INCREASED
Shares329,065 from 288,670
Change+40,395 (+14%)
Value$34.5M (+$6.7M)
Filed 2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares319,043 from 310,180
Change+8,863 (+3%)
Value$33.5M (+$3.6M)
Filed 2026-10-19
Rakuten Investment Management, Inc.
INCREASED
Shares310,863 from 286,332
Change+24,531 (+9%)
Value$32.8M (+$4.5M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares297,979 from 302,247
Change-4,268 (-1%)
Value$31.3M (+$2.2M)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares294,218 from 305,436
Change-11,218 (-4%)
Value$30.9M (+$1.5M)
Filed 2026-10-23
Wedge Capital Management L L P
DECREASED
Shares293,795 from 352,069
Change-58,274 (-17%)
Value$30.8M (-$3.1M)
Filed 2026-10-13
Eastern Bank
INCREASED
Shares293,782 from 281,564
Change+12,218 (+4%)
Value$30.8M (+$3.7M)
Filed 2026-10-05
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares293,646 from 239,420
Change+54,226 (+23%)
Value$30.8M (+$7.8M)
Filed 2026-10-22
Cullen T Bankers, Inc.
INCREASED
Shares290,397 from 283,690
Change+6,707 (+2%)
Value$30.5M (+$3.2M)
Filed 2026-10-28
Roffman Miller Associates Inc
INCREASED
Shares288,025 from 216,459
Change+71,566 (+33%)
Value$22.5M (+$1.7M)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares285,617 from 281,360
Change+4,257 (+2%)
Value$28.8M (+$1.7M)
Filed 2026-11-05
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares276,371 from 273,643
Change+2,728 (+1%)
Value$29.0M (+$2.7M)
Filed 2026-11-04
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares274,000 from 250,158
Change+23,842 (+10%)
Value$28.7M (+$4.7M)
Filed 2026-11-06
Boston Trust Walden Corp
DECREASED
Shares272,016 from 307,708
Change-35,692 (-12%)
Value$28.5M (-$1.1M)
Filed 2026-10-30
Crossmark Global Holdings, Inc.
INCREASED
Shares262,489 from 253,873
Change+8,616 (+3%)
Value$27.5M (+$3.1M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares261,320 from 257,400
Change+3,920 (+2%)
Value$27.4M (+$2.6M)
Filed 2026-11-02
New York Life Investment Management LLC
DECREASED
Shares257,410 from 259,010
Change-1,600 (-1%)
Value$27.0M (+$2.1M)
Filed 2026-11-04
Franklin Street Advisors Inc
INCREASED
Shares257,304 from 252,218
Change+5,086 (+2%)
Value$27.0M (+$2.7M)
Filed 2026-10-13
J. L. Bainbridge & Co., Inc.
INCREASED
Shares257,277 from 216,575
Change+40,702 (+19%)
Value$27.0M (+$6.1M)
Filed 2026-10-20
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares255,538 from 266,503
Change-10,965 (-4%)
Value$26.8M (+$1.2M)
Filed 2026-11-09
Coronation Fund Managers Ltd.
INCREASED
Shares252,399 from 167,809
Change+84,590 (+50%)
Value$26.5M (+$10.3M)
Filed 2026-10-27
Waters Parkerson & Co., LLC
INCREASED
Shares250,161 from 248,827
Change+1,334 (+1%)
Value$26.2M (+$2.3M)
Filed 2026-11-04
Exchange Traded Concepts, LLC
INCREASED
Shares249,179 from 210,321
Change+38,858 (+18%)
Value$26.1M (+$5.9M)
Filed 2026-10-28
Terril Brothers, Inc.
INCREASED
Shares248,751 from 240,876
Change+7,875 (+3%)
Value$26.1M (+$2.9M)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares248,394 from 219,842
Change+28,552 (+13%)
Value$26.1M (+$4.8M)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares247,316 from 236,762
Change+10,554 (+4%)
Value$25.9M (+$3.2M)
Filed 2026-11-03
ASR Vermogensbeheer N.V.
INCREASED
Shares245,754 from 233,803
Change+11,951 (+5%)
Value$25.8M (+$3.3M)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares240,109 from 248,042
Change-7,933 (-3%)
Value$25.2M (+$1.3M)
Filed 2026-10-28
Applied Finance Capital Management, LLC
INCREASED
Shares236,531 from 226,422
Change+10,109 (+4%)
Value$24.8M (+$3.0M)
Filed 2026-11-03
Aegon Asset Management UK PLC
NEW
Shares227,600
Change+227,600
Value$23.9M
Filed 2026-11-04
Intech Investment Management LLC
DECREASED
Shares227,154 from 258,113
Change-30,959 (-12%)
Value$23.8M (-$1.0M)
Filed 2026-11-09
Grandfield & Dodd, LLC
INCREASED
Shares225,814 from 223,405
Change+2,409 (+1%)
Value$23.7M (+$2.2M)
Filed 2026-10-29
ABN Amro Investment Solutions
INCREASED
Shares224,501 from 199,531
Change+24,970 (+13%)
Value$23.6M (+$4.3M)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED
Shares223,500 from 223,189
Change+311 (+0%)
Value$23.4M (+$2.0M)
Filed 2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares212,412 from 217,672
Change-5,260 (-2%)
Value$22.3M (+$1.3M)
Filed 2026-10-30
Oregon Public Employees Retirement Fund
DECREASED
Shares212,273 from 213,445
Change-1,172 (-1%)
Value$22.3M (+$1.7M)
Filed 2026-10-30
King Luther Capital Management Corp
DECREASED
Shares205,093 from 223,586
Change-18,493 (-8%)
Value$21.5M (-$5.9K)
Filed 2026-11-05
DDD Partners, LLC
INCREASED
Shares202,239 from 171,896
Change+30,343 (+18%)
Value$21.2M (+$4.7M)
Filed 2026-11-02
Pacific Heights Asset Management LLC
UNCHANGED
Shares200,000 from 200,000
Change0 (0%)
Value$21.0M (+$1.7M)
Filed 2026-11-03
Dana Investment Advisors, Inc.
INCREASED
Shares199,787 from 199,029
Change+758 (+0%)
Value$21.0M (+$1.8M)
Filed 2026-11-06
OP Asset Management Ltd
INCREASED
Shares198,659 from 194,798
Change+3,861 (+2%)
Value$20.8M (+$2.1M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares192,704 from 191,083
Change+1,621 (+1%)
Value$19.5M (+$1.2M)
Filed 2026-10-16
Achmea Investment Management B.V.
NEW
Shares189,962
Change+189,962
Value$19.9M
Filed 2026-10-30
Busey Bank
DECREASED
Shares187,194 from 188,615
Change-1,421 (-1%)
Value$19.6M (+$1.5M)
Filed 2026-10-26
Factory Mutual Insurance Co
DECREASED
Shares186,856 from 187,456
Change-600 (0%)
Value$19.6M (+$1.6M)
Filed 2026-10-30
Generali Asset Management SPA SGR
DECREASED
Shares184,068 from 189,652
Change-5,584 (-3%)
Value$19.3M (+$1.1M)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares182,598 from 169,572
Change+13,026 (+8%)
Value$19.2M (+$2.8M)
Filed 2026-10-15
Oppenheimer Asset Management Inc.
DECREASED
Shares182,176 from 207,355
Change-25,179 (-12%)
Value$19.1M (-$847.7K)
Filed 2026-10-27
Yousif Capital Management, LLC
INCREASED
Shares180,434 from 179,975
Change+459 (+0%)
Value$18.9M (+$1.6M)
Filed 2026-10-22
AlTi Global, Inc.
DECREASED
Shares177,048 from 192,790
Change-15,742 (-8%)
Value$18.6M (-$128.3K)
Filed 2026-11-09
Mutual of America Capital Management LLC
DECREASED
Shares176,718 from 179,294
Change-2,576 (-1%)
Value$18.5M (+$1.3M)
Filed 2026-10-23
Smith Group Asset Management, LLC
DECREASED
Shares175,062 from 309,036
Change-133,974 (-43%)
Value$18.4M (-$11.4M)
Filed 2026-10-27
Citizens Financial Group Inc
DECREASED
Shares174,428 from 251,858
Change-77,430 (-31%)
Value$18.3M (-$5.9M)
Filed 2026-10-23
Raiffeisen Bank International AG
INCREASED
Shares172,492 from 105,943
Change+66,549 (+63%)
Value$18.2M (+$7.7M)
Filed 2026-10-28
Townsend & Associates, Inc
INCREASED
Shares170,936 from 170,246
Change+690 (+0%)
Value$18.9M (+$2.5M)
Filed 2026-10-23
Florida Trust Wealth Management Co
DECREASED
Shares170,674 from 182,034
Change-11,360 (-6%)
Value$17.9M (+$382.9K)
Filed 2026-11-05
State of Alaska, Department of Revenue
DECREASED
Shares163,564 from 170,146
Change-6,582 (-4%)
Value$17.2M (+$781.0K)
Filed 2026-10-15
Wealthfront Advisers LLC
INCREASED
Shares162,411 from 123,543
Change+38,868 (+31%)
Value$17.0M (+$5.1M)
Filed 2026-11-09
Avanza Fonder AB
INCREASED
Shares159,590 from 144,221
Change+15,369 (+11%)
Value$16.7M (+$2.9M)
Filed 2026-10-13
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares158,199 from 158,199
Change0 (0%)
Value$16.6M (+$1.4M)
Filed 2026-11-09
Covea Finance
INCREASED
Shares153,183 from 85,183
Change+68,000 (+80%)
Value$16.1M (+$7.9M)
Filed 2026-10-21
Farmers & Merchants Investments Inc
INCREASED
Shares149,125 from 148,428
Change+697 (+0%)
Value$15.6M (+$1.4M)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares148,872 from 147,132
Change+1,740 (+1%)
Value$15.6M (+$1.4M)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares143,664 from 129,528
Change+14,136 (+11%)
Value$15.4M (+$2.9M)
Filed 2026-10-13
Chesley Taft & Associates LLC
DECREASED
Shares141,913 from 144,873
Change-2,960 (-2%)
Value$14.9M (+$942.7K)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares141,088 from 152,293
Change-11,205 (-7%)
Value$14.8M (+$140.1K)
Filed 2026-10-14
Mizuho Securities USA LLC
INCREASED
Shares140,947 from 135,949
Change+4,998 (+4%)
Value$15.2M (+$2.1M)
Filed 2026-11-09
Evergreen Capital Management LLC
INCREASED
Shares136,424 from 132,528
Change+3,896 (+3%)
Value$14.3M (+$1.5M)
Filed 2026-10-23
Gulf International Bank (UK) Ltd
UNCHANGED
Shares135,672 from 135,672
Change0 (0%)
Value$14.2M (+$1.2M)
Filed 2026-10-20
Kinsale Capital Group, Inc.
INCREASED
Shares135,538 from 109,416
Change+26,122 (+24%)
Value$14.2M (+$3.7M)
Filed 2026-11-04
Northeast Investment Management
DECREASED
Shares135,375 from 138,094
Change-2,719 (-2%)
Value$14.2M (+$909.3K)
Filed 2026-10-30
Beese Fulmer Investment Management, Inc.
INCREASED
Shares134,419 from 130,047
Change+4,372 (+3%)
Value$14.1M (+$1.6M)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED
Shares133,688 from 129,176
Change+4,512 (+3%)
Value$14.0M (+$1.5M)
Filed 2026-11-05
Midwest Trust Co
INCREASED
Shares133,130 from 129,119
Change+4,011 (+3%)
Value$14.0M (+$1.5M)
Filed 2026-10-22
Clifford Swan Investment Counsel LLC
DECREASED
Shares130,694 from 131,951
Change-1,257 (-1%)
Value$13.7M (+$1.0M)
Filed 2026-11-05
Sierra Summit Advisors LLC
INCREASED
Shares127,422 from 126,354
Change+1,068 (+1%)
Value$13.4M (+$1.2M)
Filed 2026-10-28
Washington Trust Co
DECREASED
Shares127,363 from 133,907
Change-6,544 (-5%)
Value$13.4M (+$471.8K)
Filed 2026-10-22
HS Management Partners, LLC
DECREASED
Shares127,253 from 130,995
Change-3,742 (-3%)
Value$13.3M (+$740.6K)
Filed 2026-11-05
AIA Group Ltd
INCREASED
Shares126,790 from 21,752
Change+105,038 (+483%)
Value$13.3M (+$11.2M)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares126,662 from 121,462
Change+5,200 (+4%)
Value$12.8M (+$1.2M)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares124,950 from 67,043
Change+57,907 (+86%)
Value$13.1M (+$6.6M)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED
Shares124,047 from 112,764
Change+11,283 (+10%)
Value$13.0M (+$2.2M)
Filed 2026-10-29
Washington Trust Advisors, Inc.
DECREASED
Shares123,839 from 126,074
Change-2,235 (-2%)
Value$13.0M (+$856.2K)
Filed 2026-10-22
Motley Fool Asset Management LLC
DECREASED
Shares123,621 from 134,440
Change-10,819 (-8%)
Value$13.0M (+$28.0K)
Filed 2026-10-27
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares120,990 from 126,567
Change-5,577 (-4%)
Value$12.7M (+$510.0K)
Filed 2026-10-27
Hosking Partners LLP
DECREASED
Shares120,569 from 129,677
Change-9,108 (-7%)
Value$12.6M (+$166.3K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares116,548 from 88,460
Change+28,088 (+32%)
Value$12.2M (+$3.7M)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares116,010 from 105,682
Change+10,328 (+10%)
Value$12.2M (+$2.0M)
Filed 2026-10-23
LEE Danner & Bass Inc
DECREASED
Shares115,120 from 117,398
Change-2,278 (-2%)
Value$12.1M (+$776.5K)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares114,276 from 66,505
Change+47,771 (+72%)
Value$12.0M (+$5.6M)
Filed 2026-11-06
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares114,167 from 115,769
Change-1,602 (-1%)
Value$12.0M (+$833.4K)
Filed 2026-10-09
Albion Financial Group
INCREASED
Shares111,091 from 109,744
Change+1,347 (+1%)
Value$11.7M (+$1.1M)
Filed 2026-10-21
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
UNCHANGED
Shares110,000 from 110,000
Change0 (0%)
Value$11.5M (+$951.5K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares108,830 from 96,456
Change+12,374 (+13%)
Value$11.4M (+$2.1M)
Filed 2026-11-06
Alps Advisors Inc
INCREASED
Shares108,314 from 44,551
Change+63,763 (+143%)
Value$11.4M (+$7.1M)
Filed 2026-11-03
Maryland State Retirement & Pension System
INCREASED
Shares107,044 from 94,938
Change+12,106 (+13%)
Value$11.2M (+$2.1M)
Filed 2026-11-05
John G Ullman & Associates Inc
INCREASED
Shares105,771 from 93,007
Change+12,764 (+14%)
Value$11.1M (+$2.1M)
Filed 2026-11-04
Lmcg Investments, LLC
DECREASED
Shares105,512 from 112,682
Change-7,170 (-6%)
Value$11.1M (+$222.6K)
Filed 2026-10-21
Choreo, LLC
DECREASED
Shares105,296 from 106,178
Change-882 (-1%)
Value$11.0M (+$825.8K)
Filed 2026-10-28
M&G Plc
DECREASED
Shares104,891 from 110,346
Change-5,455 (-5%)
Value$11.0M (+$420.3K)
Filed 2026-11-04
Confluence Investment Management LLC
DECREASED
Shares104,103 from 113,021
Change-8,918 (-8%)
Value$10.9M (+$42.1K)
Filed 2026-10-01
Diversify Advisory Services, LLC
DECREASED
Shares103,709 from 104,183
Change-474 (0%)
Value$11.5M (+$1.4M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares103,709 from 104,183
Change-474 (0%)
Value$11.5M (+$1.4M)
Filed 2026-10-20
Flossbach VON Storch SE
INCREASED
Shares103,330 from 101,636
Change+1,694 (+2%)
Value$10.8M (+$1.1M)
Filed 2026-10-28
Bessemer Group Inc
INCREASED
Shares102,520 from 63,767
Change+38,753 (+61%)
Value$10.7M (+$4.6M)
Filed 2026-11-09
Pinnacle Associates LTD
INCREASED
Shares102,405 from 101,342
Change+1,063 (+1%)
Value$10.7M (+$988.1K)
Filed 2026-10-20
Blume Capital Management, Inc.
DECREASED
Shares100,799 from 101,929
Change-1,130 (-1%)
Value$10.6M (+$763.1K)
Filed 2026-10-26
Canada Post Corp Registered Pension Plan
INCREASED
Shares100,501 from 97,368
Change+3,133 (+3%)
Value$10.6M (+$1.2M)
Filed 2026-11-09
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares100,177 from 100,177
Change0 (0%)
Value$9.6M ($0)
Filed 2026-10-15
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares99,554 from 78,202
Change+21,352 (+27%)
Value$10.4M (+$2.9M)
Filed 2026-10-26
Matthew Goff Investment Advisor, LLC
DECREASED
Shares98,748 from 99,255
Change-507 (-1%)
Value$10.4M (+$805.4K)
Filed 2026-10-13
Jacobs & Co
DECREASED
Shares97,061 from 104,241
Change-7,180 (-7%)
Value$10.2M (+$10.2M)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares96,362 from 78,843
Change+17,519 (+22%)
Value$10.1M (+$2.5M)
Filed 2026-10-08
Griffin Asset Management, Inc.
DECREASED
Shares94,462 from 95,064
Change-602 (-1%)
Value$9.9M (+$759.2K)
Filed 2026-10-22
Lawson Kroeker Investment Management Inc
INCREASED
Shares93,878 from 93,846
Change+32 (+0%)
Value$9.8M (+$815.1K)
Filed 2026-10-22
Noesis Capital Mangement Corp
DECREASED
Shares93,606 from 93,812
Change-206 (0%)
Value$9.8M (+$789.8K)
Filed 2026-10-26
Walter Public Investments Inc.
INCREASED
Shares93,553 from 77,350
Change+16,203 (+21%)
Value$9.8M (+$2.4M)
Filed 2026-11-05
Marble Harbor Investment Counsel, LLC
DECREASED
Shares93,060 from 94,010
Change-950 (-1%)
Value$9.8M (+$713.5K)
Filed 2026-11-06
Cabot Wealth Management Inc
DECREASED
Shares92,778 from 99,773
Change-6,995 (-7%)
Value$9.7M (+$129.3K)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares92,637 from 94,508
Change-1,871 (-2%)
Value$9.7M (+$621.3K)
Filed 2026-10-13
Hartford Investment Management Co
DECREASED
Shares92,413 from 96,070
Change-3,657 (-4%)
Value$9.7M (+$447.4K)
Filed 2026-11-04
Union Bancaire Privee, UBP SA
DECREASED
Shares89,993 from 91,010
Change-1,017 (-1%)
Value$9.4M (+$519.9K)
Filed 2026-11-04
Appleton Partners Inc
DECREASED
Shares89,584 from 91,189
Change-1,605 (-2%)
Value$9.4M (+$620.0K)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares89,264 from 75,159
Change+14,105 (+19%)
Value$9.4M (+$2.1M)
Filed 2026-10-29
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares88,999 from 21,750
Change+67,249 (+309%)
Value$9.3M (+$7.2M)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares88,996 from 90,734
Change-1,738 (-2%)
Value$9.3M (+$603.0K)
Filed 2026-10-22
New Mexico Educational Retirement Board
UNCHANGED
Shares88,155 from 88,155
Change0 (0%)
Value$9.2M (+$762.0K)
Filed 2026-11-05
Washington Trust Bank
DECREASED
Shares86,603 from 96,282
Change-9,679 (-10%)
Value$9.1M (-$182.5K)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares86,582 from 66,564
Change+20,018 (+30%)
Value$9.1M (+$2.7M)
Filed 2026-11-06
Live Oak Private Wealth LLC
DECREASED
Shares86,257 from 86,551
Change-294 (0%)
Value$9.0M (+$717.9K)
Filed 2026-11-02
Louisiana State Employees Retirement System
DECREASED
Shares84,900 from 88,700
Change-3,800 (-4%)
Value$8.9M (+$368.6K)
Filed 2026-10-20
Intact Investment Management Inc.
DECREASED
Shares83,120 from 94,400
Change-11,280 (-12%)
Value$8.7M (-$366.7K)
Filed 2026-11-03
Triglav Investments, D.O.O.
UNCHANGED
Shares82,360 from 82,360
Change0 (0%)
Value$8.6M (+$712.4K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
INCREASED
Shares80,089 from 78,972
Change+1,117 (+1%)
Value$8.4M (+$800.4K)
Filed 2026-10-15
Vela Investment Management, LLC
INCREASED
Shares80,058 from 68,580
Change+11,478 (+17%)
Value$8.4M (+$1.8M)
Filed 2026-11-09
Prospera Financial Services Inc
INCREASED
Shares80,019 from 47,679
Change+32,340 (+68%)
Value$8.9M (+$4.3M)
Filed 2026-11-04
Plato Investment Management Ltd
DECREASED
Shares79,226 from 79,394
Change-168 (0%)
Value$8.3M (+$746.0K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares79,149 from 86,307
Change-7,158 (-8%)
Value$8.3M (-$4.3K)
Filed 2026-10-28
E. Ohman J:or Asset Management AB
UNCHANGED
Shares78,843 from 78,843
Change0 (0%)
Value$8.3M (+$682.0K)
Filed 2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares78,401 from 80,312
Change-1,911 (-2%)
Value$8.2M (+$494.2K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares78,314 from 89,844
Change-11,530 (-13%)
Value$8.2M (-$432.3K)
Filed 2026-10-26
NWF Advisory Services Inc.
INCREASED
Shares78,025 from 77,893
Change+132 (+0%)
Value$8.2M (+$687.7K)
Filed 2026-10-19
Woodstock Corp
INCREASED
Shares77,323 from 76,121
Change+1,202 (+2%)
Value$8.1M (+$784.5K)
Filed 2026-10-13
Founders Capital Management, LLC
DECREASED
Shares77,237 from 77,245
Change-8 (0%)
Value$8.1M (+$667.3K)
Filed 2026-10-23
Geneos Wealth Management Inc.
DECREASED
Shares75,703 from 79,205
Change-3,502 (-4%)
Value$7.9M (+$317.8K)
Filed 2026-11-09
Eagle Rock Investment Company, LLC
INCREASED
Shares75,120 from 73,063
Change+2,057 (+3%)
Value$7.9M (+$847.8K)
Filed 2026-10-21
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares74,494 from 73,934
Change+560 (+1%)
Value$7.8M (+$698.3K)
Filed 2026-10-23
Coldstream Capital Management Inc
DECREASED
Shares73,281 from 74,275
Change-994 (-1%)
Value$7.7M (+$535.5K)
Filed 2026-11-09
Natixis
DECREASED
Shares72,457 from 1,043,997
Change-971,540 (-93%)
Value$7.6M (-$92.9M)
Filed 2026-11-06
Cullinan Associates Inc
DECREASED
Shares72,340 from 77,267
Change-4,927 (-6%)
Value$7.6M (+$151.5K)
Filed 2026-11-03
First Financial Bank - Trust Division
INCREASED
Shares72,305 from 70,453
Change+1,852 (+3%)
Value$7.6M (+$803.7K)
Filed 2026-10-01
United Asset Strategies, Inc.
INCREASED
Shares72,093 from 69,436
Change+2,657 (+4%)
Value$7.6M (+$879.3K)
Filed 2026-10-28
Parthenon LLC
DECREASED
Shares72,057 from 72,381
Change-324 (0%)
Value$7.6M (+$592.1K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares71,962 from 72,736
Change-774 (-1%)
Value$7.5M (+$548.0K)
Filed 2026-11-05
LS Investment Advisors, LLC
DECREASED
Shares71,501 from 77,089
Change-5,588 (-7%)
Value$7.5M (+$80.7K)
Filed 2026-10-13
Third View Private Wealth, LLC
DECREASED
Shares71,129 from 71,868
Change-739 (-1%)
Value$7.5M (+$544.2K)
Filed 2026-10-30
Van Cleef Asset Management,Inc
DECREASED
Shares70,696 from 74,529
Change-3,833 (-5%)
Value$7.4M (+$242.6K)
Filed 2026-10-20
Masterinvest Kapitalanlage GmbH
INCREASED
Shares70,581 from 52,686
Change+17,895 (+34%)
Value$7.4M (+$2.3M)
Filed 2026-11-03
Telos Capital Management, Inc.
DECREASED
Shares69,836 from 71,190
Change-1,354 (-2%)
Value$7.3M (+$473.8K)
Filed 2026-11-02
Kazazian Asset Management, LLC
DECREASED
Shares69,551 from 76,651
Change-7,100 (-9%)
Value$7.3M (-$81.8K)
Filed 2026-11-02
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares69,374 from 8,277
Change+61,097 (+738%)
Value$7.3M (+$6.5M)
Filed 2026-10-20
Lincoln Capital LLC
DECREASED
Shares69,273 from 71,998
Change-2,725 (-4%)
Value$7.3M (+$344.3K)
Filed 2026-10-09
Legal Advantage Investments, Inc.
INCREASED
Shares68,825 from 60,191
Change+8,634 (+14%)
Value$7.2M (+$1.4M)
Filed 2026-10-13
Segment Wealth Management, LLC
INCREASED
Shares68,249 from 66,843
Change+1,406 (+2%)
Value$7.2M (+$725.7K)
Filed 2026-10-26
Sawgrass Asset Management LLC
DECREASED
Shares68,033 from 68,833
Change-800 (-1%)
Value$7.1M (+$511.5K)
Filed 2026-11-03
Perigon Wealth Management, LLC
DECREASED
Shares67,203 from 79,565
Change-12,362 (-16%)
Value$7.0M (-$608.5K)
Filed 2026-10-22
Two Point Capital Management, Inc.
NEW
Shares66,865
Change+66,865
Value$7.0M
Filed 2026-10-16
Edge Wealth Management LLC
DECREASED
Shares66,527 from 69,110
Change-2,583 (-4%)
Value$7.0M (+$363.6K)
Filed 2026-10-13
Vision Capital Management, Inc.
INCREASED
Shares66,284 from 65,755
Change+529 (+1%)
Value$7.0M (+$624.3K)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares65,834 from 66,266
Change-432 (-1%)
Value$6.9M (+$527.9K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares65,751 from 37,370
Change+28,381 (+76%)
Value$6.9M (+$3.3M)
Filed 2026-11-03
Louisbourg Investments Inc.
INCREASED
Shares65,156 from 58,773
Change+6,383 (+11%)
Value$5.4M (+$908.7K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares65,024 from 58,532
Change+6,492 (+11%)
Value$6.8M (+$1.2M)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares64,510 from 72,886
Change-8,376 (-11%)
Value$6.8M (-$248.0K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares64,455 from 42,550
Change+21,905 (+51%)
Value$6.8M (+$2.7M)
Filed 2026-10-23
Tokio Marine Asset Management Co LTD
INCREASED
Shares64,418 from 62,429
Change+1,989 (+3%)
Value$6.8M (+$748.7K)
Filed 2026-10-26
Parkside Investments, LLC
DECREASED
Shares64,189 from 65,839
Change-1,650 (-3%)
Value$6.7M (+$396.3K)
Filed 2026-10-20
Strategy Asset Managers LLC
DECREASED
Shares63,542 from 64,216
Change-674 (-1%)
Value$6.7M (+$484.8K)
Filed 2026-10-14
Venture Visionary Partners LLC
DECREASED
Shares63,119 from 64,175
Change-1,056 (-2%)
Value$6.6M (+$444.4K)
Filed 2026-10-07
Inspire Trust Co, N.A.
UNCHANGED
Shares62,000 from 62,000
Change0 (0%)
Value$6.5M (+$536.3K)
Filed 2026-11-05
Thompson Investment Management, Inc.
DECREASED
Shares61,763 from 61,855
Change-92 (0%)
Value$6.5M (+$525.4K)
Filed 2026-10-14
Addenda Capital Inc.
UNCHANGED
Shares60,900 from 60,900
Change0 (0%)
Value$6.4M (+$481.1K)
Filed 2026-10-13
Fideuram Asset Management (Ireland) dac
INCREASED
Shares60,728 from 31,393
Change+29,335 (+93%)
Value$6.0M (+$2.7M)
Filed 2026-10-29
Carret Asset Management, LLC
DECREASED
Shares60,604 from 61,094
Change-490 (-1%)
Value$6.4M (+$477.1K)
Filed 2026-11-04
Marco Investment Management LLC
DECREASED
Shares60,507 from 60,978
Change-471 (-1%)
Value$6.3M (+$478.1K)
Filed 2026-11-09
JB Capital LLC
INCREASED
Shares60,123 from 59,224
Change+899 (+2%)
Value$6.3M (+$606.6K)
Filed 2026-10-19
Quilter Plc
DECREASED
Shares59,227 from 61,632
Change-2,405 (-4%)
Value$6.2M (+$280.8K)
Filed 2026-10-21
Argent Trust Co
DECREASED
Shares59,199 from 60,858
Change-1,659 (-3%)
Value$6.2M (+$352.4K)
Filed 2026-11-09
Signaturefd, LLC
DECREASED
Shares58,986 from 60,159
Change-1,173 (-2%)
Value$6.2M (+$397.3K)
Filed 2026-10-23
Perennial Advisors, LLC
DECREASED
Shares58,442 from 62,110
Change-3,668 (-6%)
Value$6.1M (+$152.0K)
Filed 2026-10-13
American National Bank & Trust
DECREASED
Shares58,347 from 63,980
Change-5,633 (-9%)
Value$6.1M (-$37.2K)
Filed 2026-10-07
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares57,892 from 62,025
Change-4,133 (-7%)
Value$6.1M (+$103.0K)
Filed 2026-10-29
Roberts Wealth Advisors, LLC
INCREASED
Shares57,702 from 57,140
Change+562 (+1%)
Value$6.1M (+$553.2K)
Filed 2026-10-14
CFC Planning Co LLC
INCREASED
Shares57,631 from 55,916
Change+1,715 (+3%)
Value$6.0M (+$663.7K)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares57,448 from 61,143
Change-3,695 (-6%)
Value$6.0M (+$141.3K)
Filed 2026-10-28
Kintegral Advisory, LLC
INCREASED
Shares57,402 from 57,078
Change+324 (+1%)
Value$6.0M (+$484.9K)
Filed 2026-10-16
Wilkins Investment Counsel Inc
UNCHANGED
Shares57,377 from 57,377
Change0 (0%)
Value$6.0M (+$496.3K)
Filed 2026-11-03
Bahl & Gaynor LLC
DECREASED
Shares56,685 from 61,243
Change-4,558 (-7%)
Value$5.9M (+$51.6K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares56,675 from 55,769
Change+906 (+2%)
Value$5.9M (+$577.5K)
Filed 2026-11-04
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares56,010 from 57,601
Change-1,591 (-3%)
Value$5.9M (+$331.4K)
Filed 2026-10-16
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares55,881 from 46,523
Change+9,358 (+20%)
Value$5.9M (+$1.4M)
Filed 2026-10-22
WealthBridge Investment Counsel Inc.
DECREASED
Shares55,881 from 59,031
Change-3,150 (-5%)
Value$5.9M (+$5.9M)
Filed 2026-10-13
Tctc Holdings, LLC
DECREASED
Shares55,864 from 56,797
Change-933 (-2%)
Value$5.9M (+$393.4K)
Filed 2026-11-02
First Citizens Bank & Trust Co
DECREASED
Shares55,854 from 57,262
Change-1,408 (-2%)
Value$5.9M (+$347.6K)
Filed 2026-10-14
Robinson Value Management, Ltd.
INCREASED
Shares55,193 from 29,947
Change+25,246 (+84%)
Value$5.8M (+$2.9M)
Filed 2026-10-20
Mandatum Life Insurance Co Ltd
INCREASED
Shares54,993 from 34,993
Change+20,000 (+57%)
Value$5.8M (+$2.4M)
Filed 2026-11-06
Americana Partners, LLC
INCREASED
Shares54,914 from 45,876
Change+9,038 (+20%)
Value$5.8M (+$1.3M)
Filed 2026-10-28
Gilman Hill Asset Management, LLC
DECREASED
Shares54,637 from 54,806
Change-169 (0%)
Value$5.7M (+$456.4K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares54,370 from 53,543
Change+827 (+2%)
Value$5.7M (+$549.9K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares54,322 from 58,453
Change-4,131 (-7%)
Value$5.7M (+$71.9K)
Filed 2026-10-08
Pavion Blue Capital, LLC
DECREASED
Shares54,036 from 55,294
Change-1,258 (-2%)
Value$5.7M (+$254.9K)
Filed 2026-11-05
North Dakota State Investment Board
INCREASED
Shares53,985 from 52,825
Change+1,160 (+2%)
Value$5.7M (+$578.6K)
Filed 2026-10-27
Capital Asset Advisory Services LLC
DECREASED
Shares53,901 from 62,293
Change-8,392 (-13%)
Value$6.1M (+$87.1K)
Filed 2026-10-30
Jefferies Financial Group Inc.
INCREASED
Shares53,667 from 32,175
Change+21,492 (+67%)
Value$5.6M (+$2.5M)
Filed 2026-11-05
GAM Holding AG
DECREASED
Shares53,189 from 61,659
Change-8,470 (-14%)
Value$5.6M (-$355.2K)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares53,019 from 49,454
Change+3,565 (+7%)
Value$5.6M (+$801.8K)
Filed 2026-11-05
Pioneer Trust Bank N A
INCREASED
Shares52,500 from 52,175
Change+325 (+1%)
Value$5.5M (+$485.4K)
Filed 2026-11-06
Avior Wealth Management, LLC
DECREASED
Shares52,270 from 58,587
Change-6,317 (-11%)
Value$5.5M (-$156.8K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares52,172 from 50,163
Change+2,009 (+4%)
Value$5.5M (+$644.7K)
Filed 2026-10-16
NBT Bank, N.A.
DECREASED
Shares51,922 from 52,962
Change-1,040 (-2%)
Value$5.4M (+$349.0K)
Filed 2026-10-21
Western Wealth Management, LLC
INCREASED
Shares51,835 from 30,225
Change+21,610 (+72%)
Value$5.5M (+$2.6M)
Filed 2026-11-09
Krilogy Financial LLC
INCREASED
Shares51,721 from 41,031
Change+10,690 (+26%)
Value$5.6M (+$1.7M)
Filed 2026-10-13
Weatherly Asset Management L. P.
DECREASED
Shares51,444 from 53,761
Change-2,317 (-4%)
Value$5.4M (+$185.1K)
Filed 2026-10-20
Private Wealth Partners, LLC
DECREASED
Shares51,099 from 64,375
Change-13,276 (-21%)
Value$5.4M (-$835.9K)
Filed 2026-10-22
J. Safra Sarasin Holding AG
DECREASED
Shares50,846 from 56,254
Change-5,408 (-10%)
Value$5.2M (-$196.0K)
Filed 2026-10-26
Quadrant Capital Group LLC
DECREASED
Shares50,585 from 52,753
Change-2,168 (-4%)
Value$5.5M (+$415.1K)
Filed 2026-10-20
VAN Strum & Towne Inc.
INCREASED
Shares50,480 from 50,019
Change+461 (+1%)
Value$5.3M (+$481.0K)
Filed 2026-11-06
First Interstate Bank
DECREASED
Shares50,463 from 52,317
Change-1,854 (-4%)
Value$5.3M (+$258.1K)
Filed 2026-10-23
Morguard Lincluden Global Investments Ltd
DECREASED
Shares50,216 from 51,540
Change-1,324 (-3%)
Value$5.3M (+$307.0K)
Filed 2026-10-28
Wallington Asset Management, LLC
DECREASED
Shares50,198 from 50,246
Change-48 (0%)
Value$5.3M (+$429.6K)
Filed 2026-11-04
Lazari Capital Management, Inc.
DECREASED
Shares50,168 from 50,682
Change-514 (-1%)
Value$5.3M (+$384.4K)
Filed 2026-10-20
McGinn Penninger Investment Management, Inc.
DECREASED
Shares50,162 from 50,670
Change-508 (-1%)
Value$5.3M (+$385.0K)
Filed 2026-11-09
Larson Financial Group LLC
DECREASED
Shares49,795 from 51,421
Change-1,626 (-3%)
Value$5.2M (+$274.2K)
Filed 2026-11-05
Associated Banc-Corp
DECREASED
Shares49,732 from 56,608
Change-6,876 (-12%)
Value$5.2M (-$231.6K)
Filed 2026-10-30
Tweedy, Browne Co LLC
INCREASED
Shares49,660 from 44,975
Change+4,685 (+10%)
Value$5.2M (+$880.5K)
Filed 2026-11-04
Heritage Trust Co
DECREASED
Shares49,515 from 49,827
Change-312 (-1%)
Value$5.2M (+$398.3K)
Filed 2026-11-09
Jeppson Wealth Management, LLC
INCREASED
Shares49,410 from 48,121
Change+1,289 (+3%)
Value$5.2M (+$551.5K)
Filed 2026-10-20
Poehling Capital Management, Inc.
INCREASED
Shares49,336 from 46,398
Change+2,938 (+6%)
Value$5.2M (+$709.5K)
Filed 2026-10-20
Conning Inc.
DECREASED
Shares49,238 from 49,552
Change-314 (-1%)
Value$5.2M (+$395.7K)
Filed 2026-10-27
Brown Shipley& Co Ltd
INCREASED
Shares49,172 from 48,833
Change+339 (+1%)
Value$5.2M (+$458.0K)
Filed 2026-10-09
Sicart Associates LLC
DECREASED
Shares48,869 from 49,994
Change-1,125 (-2%)
Value$5.4M (+$592.5K)
Filed 2026-10-29
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares48,649 from 48,969
Change-320 (-1%)
Value$5.1M (+$390.0K)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
NEW
Shares48,304
Change+48,304
Value$5.1M
Filed 2026-11-04
Fulton Bank, N.A.
DECREASED
Shares47,585 from 48,769
Change-1,184 (-2%)
Value$5.0M (+$297.7K)
Filed 2026-10-14
Capital Investment Advisors, LLC
DECREASED
Shares46,867 from 49,198
Change-2,331 (-5%)
Value$4.9M (+$181.0K)
Filed 2026-10-22
AMI Investment Management Inc
INCREASED
Shares46,857 from 42,976
Change+3,881 (+9%)
Value$4.9M (+$778.9K)
Filed 2026-10-27
Shayne & Jacobs, LLC
INCREASED
Shares46,581 from 45,681
Change+900 (+2%)
Value$4.9M (+$489.6K)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
INCREASED
Shares46,355 from 34,053
Change+12,302 (+36%)
Value$4.9M (+$1.6M)
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares45,539 from 47,229
Change-1,690 (-4%)
Value$4.8M (+$231.2K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
INCREASED
Shares45,537 from 44,993
Change+544 (+1%)
Value$4.8M (+$446.3K)
Filed 2026-11-06
LBP AM SA
INCREASED
Shares45,160 from 11,990
Change+33,170 (+277%)
Value$4.7M (+$3.6M)
Filed 2026-11-06
Securian Asset Management, Inc
DECREASED
Shares44,852 from 46,144
Change-1,292 (-3%)
Value$4.7M (+$198.1K)
Filed 2026-11-06
Bokf, NA
DECREASED
Shares44,729 from 47,468
Change-2,739 (-6%)
Value$4.7M (+$123.3K)
Filed 2026-10-27
Westchester Capital Management, Inc.
DECREASED
Shares44,466 from 44,693
Change-227 (-1%)
Value$4.7M (+$362.8K)
Filed 2026-10-23
Icici Prudential Asset Management Co Ltd
INCREASED
Shares43,873 from 41,873
Change+2,000 (+5%)
Value$4.6M (+$572.0K)
Filed 2026-11-06
Independent Investors Inc
UNCHANGED
Shares43,576 from 43,576
Change0 (0%)
Value$4.6M (+$376.9K)
Filed 2026-10-30
Emerald Investment Advisers, LLC
DECREASED
Shares43,511 from 44,569
Change-1,058 (-2%)
Value$4.6M (+$274.5K)
Filed 2026-11-09
Courier Capital LLC
INCREASED
Shares43,507 from 43,409
Change+98 (+0%)
Value$4.6M (+$385.8K)
Filed 2026-10-19
Pegasus Asset Management, Inc.
INCREASED
Shares42,842 from 41,494
Change+1,348 (+3%)
Value$4.5M (+$500.3K)
Filed 2026-11-03
Diversified Investment Strategies, LLC
DECREASED
Shares42,810 from 43,285
Change-475 (-1%)
Value$4.5M (+$324.6K)
Filed 2026-10-28
V-Square Quantitative Management LLC
INCREASED
Shares42,786 from 41,945
Change+841 (+2%)
Value$4.5M (+$451.0K)
Filed 2026-10-15
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares42,553 from 71,798
Change-29,245 (-41%)
Value$4.5M (-$2.4M)
Filed 2026-10-30
Patton Albertson Miller Group, LLC
INCREASED
Shares42,546 from 40,617
Change+1,929 (+5%)
Value$4.5M (+$553.7K)
Filed 2026-10-26
Toth Financial Advisory Corp
DECREASED
Shares42,491 from 49,883
Change-7,392 (-15%)
Value$4.5M (-$343.9K)
Filed 2026-10-08
Fifth Third Wealth Advisors LLC
DECREASED
Shares42,383 from 42,959
Change-576 (-1%)
Value$4.4M (+$311.2K)
Filed 2026-10-22
Lynch Asset Management, Inc.
UNCHANGED
Shares41,900 from 41,900
Change0 (0%)
Value$4.4M (+$362.4K)
Filed 2026-10-28
Aviance Capital Partners, LLC
INCREASED
Shares41,667 from 39,607
Change+2,060 (+5%)
Value$4.4M (+$558.7K)
Filed 2026-10-29
Cohen Capital Management, Inc.
INCREASED
Shares41,365 from 40,765
Change+600 (+1%)
Value$4.3M (+$415.6K)
Filed 2026-10-14
SouthState Bank Corp
DECREASED
Shares41,040 from 44,233
Change-3,193 (-7%)
Value$4.3M (+$47.7K)
Filed 2026-11-09
Gamma Investing LLC
INCREASED
Shares40,826 from 40,130
Change+696 (+2%)
Value$4.3M (+$420.1K)
Filed 2026-10-08
QV Investors Inc.
INCREASED
Shares40,660 from 26,340
Change+14,320 (+54%)
Value$4.3M (+$1.7M)
Filed 2026-10-20
Citizens National Bank Trust Department
DECREASED
Shares40,235 from 41,353
Change-1,118 (-3%)
Value$4.2M (+$240.4K)
Filed 2026-11-04
Fisher Funds Management LTD
INCREASED
Shares40,165 from 20,165
Change+20,000 (+99%)
Value$4.2M (+$2.3M)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED
Shares39,569 from 43,551
Change-3,982 (-9%)
Value$4.2M (-$41.0K)
Filed 2026-11-05
Level Four Advisory Services, LLC
DECREASED
Shares39,554 from 46,890
Change-7,336 (-16%)
Value$4.1M (-$363.9K)
Filed 2026-11-06
Robbins Farley
DECREASED
Shares39,457 from 39,881
Change-424 (-1%)
Value$4.1M (+$300.5K)
Filed 2026-10-21
AlpenGlobal Capital LLC
INCREASED
Shares39,263 from 38,028
Change+1,235 (+3%)
Value$4.1M (+$458.5K)
Filed 2026-11-06
Koshinski Asset Management, Inc.
DECREASED
Shares39,102 from 40,274
Change-1,172 (-3%)
Value$4.1M (+$225.4K)
Filed 2026-10-29
TrinityBridge Ltd
DECREASED
Shares38,698 from 40,995
Change-2,297 (-6%)
Value$4.1M (+$115.0K)
Filed 2026-10-30
Arlington Financial Advisors, LLC
DECREASED
Shares38,682 from 39,717
Change-1,035 (-3%)
Value$4.1M (+$235.0K)
Filed 2026-10-19
Meiji Yasuda America Inc
INCREASED
Shares38,503 from 31,025
Change+7,478 (+24%)
Value$4.0M (+$1.1M)
Filed 2026-10-22
Regatta Capital Group, LLC
DECREASED
Shares38,464 from 38,547
Change-83 (0%)
Value$4.0M (+$324.7K)
Filed 2026-10-23
Nilsine Partners, LLC
DECREASED
Shares38,380 from 38,717
Change-337 (-1%)
Value$4.0M (+$299.6K)
Filed 2026-11-02
BAR Harbor Wealth Management
DECREASED
Shares38,270 from 38,908
Change-638 (-2%)
Value$4.0M (+$269.6K)
Filed 2026-10-21
Davis-Rea Ltd.
DECREASED
Shares38,181 from 38,872
Change-691 (-2%)
Value$4.0M (+$234.6K)
Filed 2026-10-13
Nelson Capital Management, LLC
DECREASED
Shares38,164 from 38,485
Change-321 (-1%)
Value$4.0M (+$299.2K)
Filed 2026-11-09
Trust Co of Toledo NA
DECREASED
Shares38,030 from 44,752
Change-6,722 (-15%)
Value$4.0M (-$318.0K)
Filed 2026-10-16
Family Capital Trust Co
DECREASED
Shares37,978 from 38,115
Change-137 (0%)
Value$4.0M (+$315.3K)
Filed 2026-10-22
UMB Bank, n.a.
DECREASED
Shares37,900 from 41,058
Change-3,158 (-8%)
Value$4.0M (+$23.9K)
Filed 2026-11-06
Parallel Advisors, LLC
DECREASED
Shares37,731 from 40,263
Change-2,532 (-6%)
Value$4.0M (+$82.6K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
DECREASED
Shares37,703 from 46,373
Change-8,670 (-19%)
Value$4.0M (-$508.4K)
Filed 2026-10-21
Moors & Cabot, Inc.
DECREASED
Shares37,689 from 41,402
Change-3,713 (-9%)
Value$4.0M (-$31.3K)
Filed 2026-11-06
Freestone Capital Holdings, LLC
DECREASED
Shares37,678 from 39,854
Change-2,176 (-5%)
Value$4.0M (+$116.5K)
Filed 2026-11-09
Harbor Capital Advisors, Inc.
INCREASED
Shares37,414 from 37,255
Change+159 (+0%)
Value$3.9M (+$339.0K)
Filed 2026-10-22
Fisher Asset Management, LLC
INCREASED
Shares36,950 from 36,108
Change+842 (+2%)
Value$3.9M (+$400.6K)
Filed 2026-11-06
Trust Co of Kansas
DECREASED
Shares36,846 from 42,936
Change-6,090 (-14%)
Value$3.9M (-$268.0K)
Filed 2026-11-06
Jacobi Capital Management LLC
INCREASED
Shares36,417 from 35,733
Change+684 (+2%)
Value$3.8M (+$380.8K)
Filed 2026-11-05
Tema Etfs LLC
DECREASED
Shares36,295 from 36,829
Change-534 (-1%)
Value$3.8M (+$262.6K)
Filed 2026-10-16
Tufton Capital Management
INCREASED
Shares36,244 from 36,180
Change+64 (+0%)
Value$3.8M (+$320.0K)
Filed 2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares36,102 from 38,536
Change-2,434 (-6%)
Value$3.8M (+$78.0K)
Filed 2026-11-03
Autumn Glory Partners, LLC
INCREASED
Shares36,070 from 35,874
Change+196 (+1%)
Value$3.8M (+$330.9K)
Filed 2026-10-26
Community Bank of Raymore
NEW
Shares36,017
Change+36,017
Value$3.8M
Filed 2026-10-23
TriaGen Wealth Management LLC
INCREASED
Shares35,835 from 34,934
Change+901 (+3%)
Value$3.8M (+$396.7K)
Filed 2026-10-14
Columbia Asset Management
INCREASED
Shares35,004 from 32,832
Change+2,172 (+7%)
Value$3.7M (+$511.8K)
Filed 2026-10-19
Sapient Capital LLC
DECREASED
Shares34,827 from 244,980
Change-210,153 (-86%)
Value$3.7M (-$20.1M)
Filed 2026-10-08
JAG Capital Management, LLC
DECREASED
Shares34,826 from 35,225
Change-399 (-1%)
Value$3.7M (+$262.8K)
Filed 2026-11-06
Joel Isaacson & Co., LLC
INCREASED
Shares34,763 from 34,657
Change+106 (+0%)
Value$3.6M (+$311.0K)
Filed 2026-11-05
Illinois Municipal Retirement Fund
DECREASED
Shares34,711 from 52,552
Change-17,841 (-34%)
Value$3.6M (-$1.4M)
Filed 2026-11-05
First American Bank
DECREASED
Shares34,624 from 36,207
Change-1,583 (-4%)
Value$3.6M (+$147.1K)
Filed 2026-10-27
Iowa State Bank
DECREASED
Shares34,532 from 36,808
Change-2,276 (-6%)
Value$3.6M (+$79.6K)
Filed 2026-10-06
Anderson Hoagland & Co
UNCHANGED
Shares34,505 from 34,505
Change0 (0%)
Value$3.9M (+$582.4K)
Filed 2026-10-23
Trust Co of Vermont
DECREASED
Shares34,437 from 34,968
Change-531 (-2%)
Value$3.6M (+$246.8K)
Filed 2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares34,204 from 38,133
Change-3,929 (-10%)
Value$3.6M (-$82.3K)
Filed 2026-10-23
Glenview Trust Co
DECREASED
Shares34,158 from 36,742
Change-2,584 (-7%)
Value$3.6M (+$46.8K)
Filed 2026-10-28
Sawyer & Company, Inc
DECREASED
Shares34,065 from 37,325
Change-3,260 (-9%)
Value$3.6M (-$19.1K)
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares34,061 from 35,864
Change-1,803 (-5%)
Value$3.6M (+$121.1K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares34,040 from 34,870
Change-830 (-2%)
Value$3.6M (+$214.6K)
Filed 2026-10-13
Legacy Trust
INCREASED
Shares33,712 from 32,016
Change+1,696 (+5%)
Value$3.7M (+$658.5K)
Filed 2026-11-06
Park National Corp
DECREASED
Shares33,656 from 35,503
Change-1,847 (-5%)
Value$3.5M (+$113.4K)
Filed 2026-10-05
Baxter Bros Inc
DECREASED
Shares33,495 from 35,585
Change-2,090 (-6%)
Value$3.5M (+$88.5K)
Filed 2026-11-04
Greenleaf Trust
INCREASED
Shares33,470 from 33,454
Change+16 (+0%)
Value$3.5M (+$291.1K)
Filed 2026-10-29
Guardian Partners Inc.
DECREASED
Shares33,435 from 33,460
Change-25 (0%)
Value$3.5M (+$286.8K)
Filed 2026-10-21
First Merchants Corp
DECREASED
Shares33,395 from 35,570
Change-2,175 (-6%)
Value$3.5M (+$79.5K)
Filed 2026-10-15
Portside Wealth Group, LLC
DECREASED
Shares33,287 from 35,097
Change-1,810 (-5%)
Value$3.5M (+$113.8K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares33,262 from 41,632
Change-8,370 (-20%)
Value$3.5M (-$517.9K)
Filed 2026-10-23
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares33,189 from 13,246
Change+19,943 (+151%)
Value$3.5M (+$2.2M)
Filed 2026-11-04
Chapin Davis, Inc.
INCREASED
Shares33,093 from 32,101
Change+992 (+3%)
Value$3.5M (+$381.7K)
Filed 2026-10-09
Ahara Advisors LLC
INCREASED
Shares32,848 from 28,021
Change+4,827 (+17%)
Value$3.4M (+$748.8K)
Filed 2026-10-29
Great Hill Capital LLC
INCREASED
Shares32,832 from 22,142
Change+10,690 (+48%)
Value$3.4M (+$1.3M)
Filed 2026-10-20
Capital Investment Counsel, Inc
DECREASED
Shares32,366 from 32,652
Change-286 (-1%)
Value$3.4M (+$252.4K)
Filed 2026-10-20
SBI Securities Co., Ltd.
DECREASED
Shares32,228 from 32,765
Change-537 (-2%)
Value$3.4M (+$227.1K)
Filed 2026-10-22
Chicago Capital, LLC
INCREASED
Shares32,096 from 31,366
Change+730 (+2%)
Value$3.4M (+$347.9K)
Filed 2026-10-13
Concord Wealth Partners
DECREASED
Shares32,080 from 32,380
Change-300 (-1%)
Value$3.4M (+$248.6K)
Filed 2026-11-02
Cardinal Point Capital Management ULC
INCREASED
Shares32,012 from 31,552
Change+460 (+1%)
Value$3.4M (+$321.2K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares31,796 from 28,875
Change+2,921 (+10%)
Value$3.3M (+$556.2K)
Filed 2026-11-03
Welch & Forbes LLC
INCREASED
Shares31,790 from 31,601
Change+189 (+1%)
Value$3.3M (+$293.2K)
Filed 2026-11-04
Summit Place Financial Advisors, LLC
INCREASED
Shares31,755 from 31,433
Change+322 (+1%)
Value$3.3M (+$305.7K)
Filed 2026-10-23
Sky Investment Group LLC
INCREASED
Shares31,647 from 26,088
Change+5,559 (+21%)
Value$3.3M (+$808.8K)
Filed 2026-10-30
St. Louis Financial Planners Asset Management, LLC
NEW
Shares31,552
Change+31,552
Value$3.4M
Filed 2026-10-16
Vest Financial, LLC
DECREASED
Shares31,091 from 31,447
Change-356 (-1%)
Value$3.3M (+$234.7K)
Filed 2026-10-21
Cypress Capital Group
INCREASED
Shares31,091 from 30,995
Change+96 (+0%)
Value$3.3M (+$278.2K)
Filed 2026-11-03
Hantz Financial Services, Inc.
DECREASED
Shares31,089 from 34,697
Change-3,608 (-10%)
Value$3.3M (-$79.0K)
Filed 2026-11-09
Diligent Investors, LLC
DECREASED
Shares30,879 from 31,678
Change-799 (-3%)
Value$3.2M (+$190.2K)
Filed 2026-10-21
Lyell Wealth Management, LP
DECREASED
Shares30,803 from 31,340
Change-537 (-2%)
Value$3.2M (+$214.7K)
Filed 2026-10-30
Boyar Asset Management Inc.
DECREASED
Shares30,691 from 32,210
Change-1,519 (-5%)
Value$3.2M (+$119.2K)
Filed 2026-11-09
Point Windward Advisors Inc.
INCREASED
Shares30,675 from 30,445
Change+230 (+1%)
Value$3.2M (+$287.5K)
Filed 2026-11-06
Phoenix Financial Ltd.
INCREASED
Shares30,259 from 27,910
Change+2,349 (+8%)
Value$3.2M (+$38.7K)
Filed 2026-11-09
Scholtz & Company, LLC
INCREASED
Shares30,064 from 29,278
Change+786 (+3%)
Value$3.2M (+$335.7K)
Filed 2026-11-09
Kanawha Capital Management LLC
INCREASED
Shares30,027 from 27,730
Change+2,297 (+8%)
Value$3.1M (+$480.8K)
Filed 2026-10-19
Banque de Luxembourg S.A.
INCREASED
Shares30,004 from 29,974
Change+30 (+0%)
Value$3.1M (+$262.4K)
Filed 2026-10-14
Sterling Capital Management LLC
DECREASED
Shares30,001 from 30,737
Change-736 (-2%)
Value$3.1M (+$188.7K)
Filed 2026-10-22
Praxis Investment Management Inc
DECREASED
Shares29,989 from 34,533
Change-4,544 (-13%)
Value$3.1M (-$178.0K)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares29,976 from 24,785
Change+5,191 (+21%)
Value$3.1M (+$758.9K)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares29,973 from 31,103
Change-1,130 (-4%)
Value$3.1M (+$150.4K)
Filed 2026-11-09
Concord Asset Management, LLC
INCREASED
Shares29,890 from 29,625
Change+265 (+1%)
Value$3.1M (+$284.0K)
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares29,776 from 29,328
Change+448 (+2%)
Value$3.1M (+$300.7K)
Filed 2026-10-30
Del-Sette Capital Management, LLC
NEW
Shares29,603
Change+29,603
Value$3.1M
Filed 2026-10-23
Bill Few Associates, Inc.
INCREASED
Shares29,567 from 26,823
Change+2,744 (+10%)
Value$3.1M (+$519.8K)
Filed 2026-10-09
Victrix Investment Advisors
DECREASED
Shares29,306 from 30,342
Change-1,036 (-3%)
Value$3.1M (+$153.8K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
INCREASED
Shares29,050 from 27,872
Change+1,178 (+4%)
Value$3.0M (+$369.2K)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares28,995 from 35,710
Change-6,715 (-19%)
Value$3.0M (-$395.5K)
Filed 2026-11-04
Bender Robert & Associates
DECREASED
Shares28,937 from 29,360
Change-423 (-1%)
Value$3.0M (+$209.6K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares28,871 from 27,616
Change+1,255 (+5%)
Value$3.0M (+$332.2K)
Filed 2026-10-08
Resonant Capital Advisors, LLC
INCREASED
Shares28,843 from 28,319
Change+524 (+2%)
Value$3.0M (+$279.0K)
Filed 2026-10-15
William Allan Corp
DECREASED
Shares28,681 from 28,739
Change-58 (0%)
Value$3.0M (+$242.5K)
Filed 2026-10-14
Evergreen Wealth Management, LLC
DECREASED
Shares28,550 from 35,120
Change-6,570 (-19%)
Value$3.0M (-$385.4K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares28,466 from 10,411
Change+18,055 (+173%)
Value$3.2M (+$2.2M)
Filed 2026-10-27
LMG Wealth Partners, LLC
INCREASED
Shares28,453 from 27,585
Change+868 (+3%)
Value$3.0M (+$329.7K)
Filed 2026-11-05
Condor Capital Management
INCREASED
Shares28,359 from 28,235
Change+124 (+0%)
Value$3.0M (+$257.2K)
Filed 2026-11-06
Lynch & Associates
DECREASED
Shares28,230 from 28,794
Change-564 (-2%)
Value$3.0M (+$189.9K)
Filed 2026-10-13
Milestone Asset Management, LLC
DECREASED
Shares28,191 from 31,694
Change-3,503 (-11%)
Value$3.0M (-$93.4K)
Filed 2026-10-15
Daytona Street Capital LLC
DECREASED
Shares28,164 from 29,506
Change-1,342 (-5%)
Value$2.9M (+$50.8K)
Filed 2026-10-15
HighPoint Advisor Group LLC
DECREASED
Shares28,163 from 31,632
Change-3,469 (-11%)
Value$3.0M (-$90.3K)
Filed 2026-11-09
Wedmont Private Capital
INCREASED
Shares28,073 from 17,514
Change+10,559 (+60%)
Value$3.0M (+$1.3M)
Filed 2026-10-09
Eulav Asset Management
UNCHANGED
Shares28,000 from 28,000
Change0 (0%)
Value$2.9M (+$242.2K)
Filed 2026-10-23
Leavell Investment Management, Inc.
DECREASED
Shares27,844 from 29,706
Change-1,862 (-6%)
Value$2.9M (+$39.3K)
Filed 2026-11-09
Hartford Financial Management Inc.
INCREASED
Shares27,667 from 27,419
Change+248 (+1%)
Value$2.9M (+$263.1K)
Filed 2026-10-21
Gen-Wealth Partners Inc
INCREASED
Shares27,542 from 23,643
Change+3,899 (+16%)
Value$2.9M (+$613.4K)
Filed 2026-11-04
Stenger Family Office, LLC
NEW
Shares27,416
Change+27,416
Value$3.0M
Filed 2026-10-22
Gibbs Wealth Management
INCREASED
Shares27,364 from 23,979
Change+3,385 (+14%)
Value$2.9M (+$562.6K)
Filed 2026-10-22
Studio Investment Management LLC
DECREASED
Shares27,263 from 28,203
Change-940 (-3%)
Value$2.9M (+$124.3K)
Filed 2026-10-22
Cornerstone Planning, LLC
INCREASED
Shares27,251 from 27,047
Change+204 (+1%)
Value$2.7M (+$91.7K)
Filed 2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares27,031 from 22,941
Change+4,090 (+18%)
Value$2.8M (+$627.5K)
Filed 2026-10-23
Ellsworth Advisors, LLC
INCREASED
Shares26,949 from 26,921
Change+28 (+0%)
Value$2.8M (+$211.6K)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares26,771 from 32,931
Change-6,160 (-19%)
Value$2.8M (-$361.3K)
Filed 2026-10-15
Hixon Zuercher, LLC
INCREASED
Shares26,730 from 26,355
Change+375 (+1%)
Value$2.8M (+$267.2K)
Filed 2026-10-13
Radnor Capital Management, LLC
DECREASED
Shares26,535 from 26,685
Change-150 (-1%)
Value$2.8M (+$215.1K)
Filed 2026-10-23
Arrow Financial Corp
DECREASED
Shares26,519 from 28,384
Change-1,865 (-7%)
Value$2.8M (+$49.9K)
Filed 2026-10-26
Carnegie Lake Advisors LLC
DECREASED
Shares26,465 from 28,163
Change-1,698 (-6%)
Value$2.8M (+$65.5K)
Filed 2026-11-06
Lockheed Martin Investment Management Co
DECREASED
Shares26,420 from 40,380
Change-13,960 (-35%)
Value$2.8M (-$1.1M)
Filed 2026-11-04
Goelzer Investment Management, Inc.
DECREASED
Shares26,063 from 26,913
Change-850 (-3%)
Value$2.7M (+$143.6K)
Filed 2026-10-16
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares25,875 from 24,419
Change+1,456 (+6%)
Value$2.7M (+$364.0K)
Filed 2026-10-14
Legacy Private Trust Co.
INCREASED
Shares25,747 from 22,247
Change+3,500 (+16%)
Value$2.7M (+$559.6K)
Filed 2026-10-06
Independent Financial Group, LLC
DECREASED
Shares25,665 from 27,683
Change-2,018 (-7%)
Value$2.7M (+$27.8K)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
NEW
Shares25,439
Change+25,439
Value$2.7M
Filed 2026-10-20
Norden Group LLC
DECREASED
Shares24,948 from 26,277
Change-1,329 (-5%)
Value$2.6M (+$87.9K)
Filed 2026-10-20
Parsons Capital Management Inc
DECREASED
Shares24,760 from 27,941
Change-3,181 (-11%)
Value$2.6M (-$92.1K)
Filed 2026-10-28
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares24,750 from 24,750
Change0 (0%)
Value$2.6M (+$214.1K)
Filed 2026-10-13
Community Bank, N.A.
INCREASED
Shares24,623 from 24,549
Change+74 (+0%)
Value$2.6M (+$220.1K)
Filed 2026-11-06
Tectonic Advisors LLC
INCREASED
Shares24,619 from 21,574
Change+3,045 (+14%)
Value$2.6M (+$506.1K)
Filed 2026-10-22
HUB Investment Partners, LLC
DECREASED
Shares24,598 from 32,445
Change-7,847 (-24%)
Value$2.6M (-$542.5K)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares24,394 from 24,245
Change+149 (+1%)
Value$2.6M (+$225.4K)
Filed 2026-10-19
Fiduciary Family Office, LLC
DECREASED
Shares24,230 from 25,657
Change-1,427 (-6%)
Value$2.5M (+$72.2K)
Filed 2026-11-04
Helios Capital Management Pte. LTD
UNCHANGED
Shares24,150 from 24,150
Change0 (0%)
Value$2.5M (+$208.9K)
Filed 2026-10-14
Bull Street Advisors, LLC
DECREASED
Shares24,134 from 24,209
Change-75 (0%)
Value$2.5M (+$202.0K)
Filed 2026-10-20
Naples Global Advisors, LLC
INCREASED
Shares24,088 from 23,926
Change+162 (+1%)
Value$2.5M (+$206.4K)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
DECREASED
Shares23,981 from 24,294
Change-313 (-1%)
Value$2.5M (+$177.3K)
Filed 2026-10-07
Petredis Investment Advisors LLC
INCREASED
Shares23,910 from 23,857
Change+53 (+0%)
Value$2.5M (+$211.9K)
Filed 2026-10-20
Benin Management Corp
DECREASED
Shares23,905 from 23,955
Change-50 (0%)
Value$2.5M (+$202.0K)
Filed 2026-10-22
Altfest L J & Co Inc
INCREASED
Shares23,835 from 15,946
Change+7,889 (+49%)
Value$2.5M (+$965.5K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares23,783 from 21,645
Change+2,138 (+10%)
Value$2.5M (+$411.5K)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares23,752 from 23,959
Change-207 (-1%)
Value$2.5M (+$185.6K)
Filed 2026-10-08
Laurel Wealth Advisors LLC
INCREASED
Shares23,710 from 22,784
Change+926 (+4%)
Value$2.5M (+$294.2K)
Filed 2026-10-27
Beaton Management Co. Inc.
DECREASED
Shares23,422 from 23,455
Change-33 (0%)
Value$2.5M (+$199.0K)
Filed 2026-11-09
Bdf-Gestion
DECREASED
Shares23,387 from 26,353
Change-2,966 (-11%)
Value$2.5M (-$1.1M)
Filed 2026-10-19
FinArc Investments, Inc.
INCREASED
Shares23,371 from 20,596
Change+2,775 (+13%)
Value$2.5M (+$469.3K)
Filed 2026-10-14
Granite Investment Partners, LLC
DECREASED
Shares23,214 from 30,417
Change-7,203 (-24%)
Value$2.4M (-$492.5K)
Filed 2026-11-04
KCM Investment Advisors LLC
DECREASED
Shares23,157 from 23,635
Change-478 (-2%)
Value$2.4M (+$154.2K)
Filed 2026-10-27
YHB Investment Advisors, Inc.
DECREASED
Shares22,937 from 26,709
Change-3,772 (-14%)
Value$2.4M (-$164.6K)
Filed 2026-10-08
HCR Wealth Advisors
DECREASED
Shares22,936 from 23,383
Change-447 (-2%)
Value$2.4M (+$155.4K)
Filed 2026-10-15
RFG Advisory, LLC
DECREASED
Shares22,879 from 23,277
Change-398 (-2%)
Value$2.4M (+$159.6K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
DECREASED
Shares22,864 from 22,869
Change-5 (0%)
Value$2.4M (+$197.4K)
Filed 2026-11-02
Profund Advisors LLC
DECREASED
Shares22,810 from 25,884
Change-3,074 (-12%)
Value$2.4M (-$98.6K)
Filed 2026-10-29
Leibman Financial Services, Inc.
INCREASED
Shares22,747 from 22,572
Change+175 (+1%)
Value$2.4M (+$214.2K)
Filed 2026-10-13
Adell Harriman & Carpenter Inc
INCREASED
Shares22,736 from 17,076
Change+5,660 (+33%)
Value$2.4M (+$741.4K)
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares22,631 from 19,100
Change+3,531 (+18%)
Value$2.4M (+$535.6K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares22,613 from 28,305
Change-5,692 (-20%)
Value$2.4M (-$352.2K)
Filed 2026-10-20
Kennon-Green & Company, LLC
DECREASED
Shares22,589 from 24,240
Change-1,651 (-7%)
Value$2.4M (+$36.5K)
Filed 2026-10-05
Indivisible Partners
INCREASED
Shares22,559 from 13,514
Change+9,045 (+67%)
Value$2.4M (+$1.1M)
Filed 2026-10-26
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares22,500 from 23,000
Change-500 (-2%)
Value$2.4M (+$146.5K)
Filed 2026-11-06
Sepio Capital, LP
DECREASED
Shares22,479 from 32,888
Change-10,409 (-32%)
Value$2.4M (-$807.3K)
Filed 2026-10-22
HBK Sorce Advisory LLC
DECREASED
Shares22,441 from 25,784
Change-3,343 (-13%)
Value$2.6M (+$6.8K)
Filed 2026-11-06
Bradyco, Inc.
DECREASED
Shares22,270 from 25,120
Change-2,850 (-11%)
Value$2.3M (-$81.7K)
Filed 2026-11-03
Montecito Bank & Trust
INCREASED
Shares22,266 from 21,220
Change+1,046 (+5%)
Value$2.3M (+$293.3K)
Filed 2026-10-01
Principle Wealth Partners LLC
DECREASED
Shares22,264 from 22,866
Change-602 (-3%)
Value$2.3M (+$134.7K)
Filed 2026-11-02
Alerus Financial NA
INCREASED
Shares22,225 from 14,874
Change+7,351 (+49%)
Value$2.3M (+$899.8K)
Filed 2026-11-09
Cooper Financial Group
DECREASED
Shares22,216 from 22,706
Change-490 (-2%)
Value$2.3M (+$145.0K)
Filed 2026-10-07
Westhampton Capital, LLC
DECREASED
Shares22,060 from 22,280
Change-220 (-1%)
Value$2.3M (+$169.7K)
Filed 2026-10-30
Citadel Investment Advisory, Inc.
DECREASED
Shares21,961 from 22,311
Change-350 (-2%)
Value$2.3M (+$157.0K)
Filed 2026-10-15
Clear Harbor Asset Management, LLC
INCREASED
Shares21,838 from 17,926
Change+3,912 (+22%)
Value$2.3M (+$565.4K)
Filed 2026-11-05
Fruth Investment Management
UNCHANGED
Shares21,838 from 21,838
Change0 (0%)
Value$2.3M (+$2.3M)
Filed 2026-10-13
Harbour Investments, Inc.
DECREASED
Shares21,813 from 30,055
Change-8,242 (-27%)
Value$2.3M (-$604.6K)
Filed 2026-11-09
Grove Bank & Trust
DECREASED
Shares21,672 from 24,304
Change-2,632 (-11%)
Value$2.3M (-$65.9K)
Filed 2026-10-08
Magnus Financial Group LLC
DECREASED
Shares21,586 from 21,782
Change-196 (-1%)
Value$2.3M (+$167.8K)
Filed 2026-10-21
Kornitzer Capital Management Inc
INCREASED
Shares21,530 from 21,023
Change+507 (+2%)
Value$2.3M (+$235.0K)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares21,483 from 22,122
Change-639 (-3%)
Value$2.3M (+$123.8K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
DECREASED
Shares21,455 from 79,868
Change-58,413 (-73%)
Value$2.3M (-$5.4M)
Filed 2026-10-21
Ascent Group, LLC
DECREASED
Shares21,170 from 21,714
Change-544 (-3%)
Value$2.2M (+$130.8K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
DECREASED
Shares21,091 from 22,656
Change-1,565 (-7%)
Value$2.2M (+$31.7K)
Filed 2026-10-08
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares20,879 from 20,879
Change0 (0%)
Value$2.2M (+$180.0K)
Filed 2026-11-05
AMG National Trust Bank
DECREASED
Shares20,764 from 20,784
Change-20 (0%)
Value$2.2M (+$177.7K)
Filed 2026-11-05
Jamison Private Wealth Management, Inc.
DECREASED
Shares20,752 from 23,770
Change-3,018 (-13%)
Value$2.2M (-$111.0K)
Filed 2026-10-14
Ballast, Inc.
INCREASED
Shares20,713 from 19,535
Change+1,178 (+6%)
Value$2.2M (+$292.6K)
Filed 2026-10-20
Independence Bank of Kentucky
DECREASED
Shares20,605 from 20,930
Change-325 (-2%)
Value$2.2M (+$147.0K)
Filed 2026-10-26
TBH Global Asset Management, LLC
DECREASED
Shares20,422 from 20,464
Change-42 (0%)
Value$2.1M (+$172.6K)
Filed 2026-11-03
Frank, Rimerman Advisors LLC
DECREASED
Shares20,367 from 23,864
Change-3,497 (-15%)
Value$2.1M (-$160.5K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
DECREASED
Shares20,347 from 20,984
Change-637 (-3%)
Value$2.1M (+$114.7K)
Filed 2026-11-04
Birch Hill Investment Advisors LLC
INCREASED
Shares20,328 from 19,089
Change+1,239 (+6%)
Value$2.1M (+$295.1K)
Filed 2026-10-16
Pettee Investors, Inc.
UNCHANGED
Shares20,286 from 20,286
Change0 (0%)
Value$2.1M (+$175.5K)
Filed 2026-11-09
VestGen Advisors, LLC
INCREASED
Shares20,239 from 17,664
Change+2,575 (+15%)
Value$2.1M (+$422.9K)
Filed 2026-10-27
Searle & Co.
UNCHANGED
Shares20,185 from 20,185
Change0 (0%)
Value$2.1M (+$174.6K)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares20,140 from 12,303
Change+7,837 (+64%)
Value$2.1M (+$928.5K)
Filed 2026-10-30
Figure 8 Investment Strategies LLC
INCREASED
Shares20,065 from 18,680
Change+1,385 (+7%)
Value$2.1M (+$306.9K)
Filed 2026-11-09
Verus Capital Partners, LLC
INCREASED
Shares20,015 from 19,570
Change+445 (+2%)
Value$2.1M (+$216.0K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares19,994 from 24,235
Change-4,241 (-17%)
Value$2.0M (-$293.7K)
Filed 2026-11-02
Auxano Advisors, LLC
DECREASED
Shares19,928 from 21,357
Change-1,429 (-7%)
Value$2.1M (+$34.8K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
DECREASED
Shares19,920 from 20,517
Change-597 (-3%)
Value$2.1M (+$114.9K)
Filed 2026-10-26
Atlas Brown,Inc.
INCREASED
Shares19,752 from 19,661
Change+91 (+0%)
Value$2.1M (+$179.6K)
Filed 2026-10-09
Perpetual Ltd
INCREASED
Shares19,715 from 10,524
Change+9,191 (+87%)
Value$2.1M (+$1.1M)
Filed 2026-10-13
Meyer Handelman Co
UNCHANGED
Shares19,683 from 19,683
Change0 (0%)
Value$2.1M (+$170.3K)
Filed 2026-10-28
CX Institutional
INCREASED
Shares19,615 from 18,036
Change+1,579 (+9%)
Value$2.1M (+$2.1M)
Filed 2026-10-02
Trust Asset Management LLC
UNCHANGED
Shares19,566 from 19,566
Change0 (0%)
Value$2.1M (+$169.2K)
Filed 2026-11-03
InvesTrust
DECREASED
Shares19,556 from 21,080
Change-1,524 (-7%)
Value$2.1M (+$22.5K)
Filed 2026-10-14
Buttonwood Financial Advisors Inc.
DECREASED
Shares19,553 from 19,871
Change-318 (-2%)
Value$2.1M (+$138.6K)
Filed 2026-10-13
Eagle Bluffs Wealth Management LLC
INCREASED
Shares19,551 from 18,656
Change+895 (+5%)
Value$2.1M (+$241.3K)
Filed 2026-10-20
Reflection Asset Management
INCREASED
Shares19,382 from 17,744
Change+1,638 (+9%)
Value$2.0M (+$325.3K)
Filed 2026-10-28
United Bank
INCREASED
Shares19,179 from 18,892
Change+287 (+2%)
Value$2.0M (+$193.5K)
Filed 2026-11-06
JTC Employer Solutions Trustee Ltd
INCREASED
Shares19,164 from 19,156
Change+8 (+0%)
Value$2.0M (+$167.0K)
Filed 2026-11-09
Oarsman Capital, Inc.
DECREASED
Shares19,116 from 20,467
Change-1,351 (-7%)
Value$2.0M (+$35.4K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
DECREASED
Shares19,036 from 19,186
Change-150 (-1%)
Value$2.0M (+$150.2K)
Filed 2026-10-14
Integral Investment Advisors, Inc.
INCREASED
Shares19,008 from 18,990
Change+18 (+0%)
Value$2.0M (+$166.2K)
Filed 2026-11-03
Mengis Capital Management, Inc.
DECREASED
Shares18,953 from 20,502
Change-1,549 (-8%)
Value$2.0M (+$14.8K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
DECREASED
Shares18,897 from 19,588
Change-691 (-4%)
Value$2.0M (+$96.9K)
Filed 2026-10-22
Three Bridge Wealth Advisors, LLC
INCREASED
Shares18,882 from 18,065
Change+817 (+5%)
Value$2.0M (+$228.4K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares18,861 from 13,910
Change+4,951 (+36%)
Value$2.0M (+$606.5K)
Filed 2026-10-13
Monarch Capital Management Inc
DECREASED
Shares18,854 from 19,074
Change-220 (-1%)
Value$2.0M (+$127.6K)
Filed 2026-10-19
Moody National Bank Trust Division
INCREASED
Shares18,757 from 14,127
Change+4,630 (+33%)
Value$2.0M (+$607.9K)
Filed 2026-10-06
Penobscot Investment Management Company, Inc.
DECREASED
Shares18,716 from 19,031
Change-315 (-2%)
Value$2.0M (+$131.6K)
Filed 2026-10-26
HBW Advisory Services LLC
DECREASED
Shares18,689 from 22,665
Change-3,976 (-18%)
Value$2.0M (-$221.0K)
Filed 2026-10-15
Barr E S & Co
UNCHANGED
Shares18,669 from 18,669
Change0 (0%)
Value$2.0M (+$161.5K)
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares18,529
Change+18,529
Value$2.1K
Filed 2026-11-03
Beacon Bank & Trust
DECREASED
Shares18,509 from 21,387
Change-2,878 (-13%)
Value$1.9M (-$116.9K)
Filed 2026-10-27
Mirabaud & Cie SA
DECREASED
Shares18,500 from 20,920
Change-2,420 (-12%)
Value$1.9M (-$72.9K)
Filed 2026-10-27
Redwood Family Wealth LLC
INCREASED
Shares18,440 from 18,403
Change+37 (+0%)
Value$1.9M (+$163.0K)
Filed 2026-10-20
Aspire Private Capital, LLC
DECREASED
Shares18,421 from 18,717
Change-296 (-2%)
Value$1.9M (+$130.8K)
Filed 2026-11-05
Atwater Malick LLC
DECREASED
Shares18,420 from 19,030
Change-610 (-3%)
Value$1.9M (+$100.6K)
Filed 2026-10-15
Addison Capital Co
DECREASED
Shares18,392 from 21,111
Change-2,719 (-13%)
Value$1.9M (-$102.6K)
Filed 2026-11-09
Uhlmann Price Securities, LLC
DECREASED
Shares18,120 from 19,500
Change-1,380 (-7%)
Value$1.9M (+$23.9K)
Filed 2026-11-03
Atala Financial Inc
UNCHANGED
Shares18,020 from 18,020
Change0 (0%)
Value$1.9M (+$155.9K)
Filed 2026-10-22
Integrity Alliance, Llc.
INCREASED
Shares17,750 from 15,392
Change+2,358 (+15%)
Value$1.9M (+$380.6K)
Filed 2026-10-29
Prudent Man Advisors, LLC
DECREASED
Shares17,700 from 17,884
Change-184 (-1%)
Value$1.9M (+$135.4K)
Filed 2026-11-03
Belpointe Asset Management LLC
INCREASED
Shares17,686 from 13,918
Change+3,768 (+27%)
Value$1.9M (+$515.8K)
Filed 2026-11-09
Legacy Financial Advisors, Inc.
INCREASED
Shares17,625 from 14,292
Change+3,333 (+23%)
Value$1.8M (+$473.3K)
Filed 2026-11-09
Wynn Capital, LLC
INCREASED
Shares17,587 from 17,397
Change+190 (+1%)
Value$1.8M (+$170.4K)
Filed 2026-10-13
NTV Asset Management LLC
INCREASED
Shares17,505 from 12,675
Change+4,830 (+38%)
Value$1.8M (+$616.3K)
Filed 2026-10-23
Diversified Trust Co
DECREASED
Shares17,481 from 25,706
Change-8,225 (-32%)
Value$1.8M (-$640.4K)
Filed 2026-11-06
BankPlus Trust Department
INCREASED
Shares17,465 from 17,281
Change+184 (+1%)
Value$1.8M (+$168.8K)
Filed 2026-11-06
Burns J W & Co Inc
DECREASED
Shares17,441 from 18,697
Change-1,256 (-7%)
Value$1.8M (+$30.0K)
Filed 2026-10-20
Little House Capital LLC
NEW
Shares17,404
Change+17,404
Value$1.8M
Filed 2026-11-06
Insight Inv LLC
INCREASED
Shares17,321 from 13,911
Change+3,410 (+25%)
Value$1.8M (+$478.0K)
Filed 2026-10-27
Missouri Trust & Investment Co
INCREASED
Shares17,303 from 16,412
Change+891 (+5%)
Value$1.8M (+$236.4K)
Filed 2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED
Shares17,269 from 17,488
Change-219 (-1%)
Value$1.8M (+$128.3K)
Filed 2026-10-28
Aaron Wealth Advisors LLC
DECREASED
Shares17,166 from 21,514
Change-4,348 (-20%)
Value$1.8M (-$270.1K)
Filed 2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED
Shares17,152 from 17,662
Change-510 (-3%)
Value$1.8M (+$94.7K)
Filed 2026-11-09
Cullen Investment Group, Ltd.
DECREASED
Shares17,142 from 23,649
Change-6,507 (-28%)
Value$1.9M (-$416.5K)
Filed 2026-10-13
Councilmark Asset Management, LLC
UNCHANGED
Shares17,101 from 17,101
Change0 (0%)
Value$1.8M (+$147.9K)
Filed 2026-10-20
Horizon Wealth Management, LLC
INCREASED
Shares17,048 from 17,036
Change+12 (+0%)
Value$1.8M (+$148.6K)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares17,040 from 17,812
Change-772 (-4%)
Value$1.8M (+$73.1K)
Filed 2026-11-05
Bigelow Investment Advisors, LLC
INCREASED
Shares17,030 from 16,372
Change+658 (+4%)
Value$1.8M (+$210.7K)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
INCREASED
Shares16,979 from 15,029
Change+1,950 (+13%)
Value$1.8M (+$334.5K)
Filed 2026-10-05
Sculati Wealth Management, LLC
DECREASED
Shares16,934 from 17,014
Change-80 (0%)
Value$1.8M (+$175.4K)
Filed 2026-10-19
Nvwm, LLC
INCREASED
Shares16,794 from 16,493
Change+301 (+2%)
Value$1.8M (+$174.4K)
Filed 2026-10-14
KPP Advisory Services LLC
INCREASED
Shares16,743 from 16,038
Change+705 (+4%)
Value$1.8M (+$212.8K)
Filed 2026-10-26
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares16,737 from 9,055
Change+7,682 (+85%)
Value$1.8M (+$884.2K)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares16,702 from 18,296
Change-1,594 (-9%)
Value$1.8M (-$9.0K)
Filed 2026-10-20
Fragasso Financial Advisors Inc
INCREASED
Shares16,609 from 7,995
Change+8,614 (+108%)
Value$1.8M (+$1.0M)
Filed 2026-10-13
Midway Capital Research & Management
INCREASED
Shares16,552 from 16,450
Change+102 (+1%)
Value$1.7M (+$153.0K)
Filed 2026-10-20
Chicago Trust Co NA
INCREASED
Shares16,520 from 7,692
Change+8,828 (+115%)
Value$1.7M (+$992.6K)
Filed 2026-10-28
JSF Financial, LLC
DECREASED
Shares16,517 from 16,606
Change-89 (-1%)
Value$1.7M (+$134.3K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares16,464 from 8,653
Change+7,811 (+90%)
Value$1.7M (+$894.2K)
Filed 2026-11-04
Plimoth Trust Co LLC
DECREASED
Shares16,439 from 17,149
Change-710 (-4%)
Value$1.7M (+$73.9K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
INCREASED
Shares16,414 from 15,820
Change+594 (+4%)
Value$1.7M (+$198.3K)
Filed 2026-10-28
Clearstead Trust, LLC
INCREASED
Shares16,314 from 14,602
Change+1,712 (+12%)
Value$1.7M (+$305.9K)
Filed 2026-11-06
Carnegie Investment Counsel
DECREASED
Shares16,303 from 16,885
Change-582 (-3%)
Value$1.7M (+$85.0K)
Filed 2026-10-20
Cigna Investments Inc
DECREASED
Shares16,283 from 16,739
Change-456 (-3%)
Value$1.7M (+$97.0K)
Filed 2026-10-19
Curbstone Financial Management Corp
DECREASED
Shares16,100 from 16,750
Change-650 (-4%)
Value$1.7M (+$76.7K)
Filed 2026-10-21
Wellington Grp LLC
INCREASED
Shares16,024 from 12,534
Change+3,490 (+28%)
Value$1.7M (+$474.5K)
Filed 2026-11-06
SWS Partners
DECREASED
Shares16,000 from 18,252
Change-2,252 (-12%)
Value$1.7M (-$92.0K)
Filed 2026-10-26
Live Oak Investment Partners
INCREASED
Shares15,984 from 15,741
Change+243 (+2%)
Value$1.7M (+$161.7K)
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares15,965 from 15,912
Change+53 (+0%)
Value$1.7M (+$143.2K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares15,867 from 16,048
Change-181 (-1%)
Value$1.7M (+$119.8K)
Filed 2026-10-23
CRA Financial Services, LLC
DECREASED
Shares15,846 from 15,869
Change-23 (0%)
Value$1.7M (+$134.9K)
Filed 2026-10-16
Integrated Advisors Network LLC
INCREASED
Shares15,809 from 15,762
Change+47 (+0%)
Value$1.7M (+$141.2K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
INCREASED
Shares15,700 from 45
Change+15,655 (+34789%)
Value$1.6M (+$1.6M)
Filed 2026-10-30
Winch Advisory Services, LLC
DECREASED
Shares15,668 from 16,057
Change-389 (-2%)
Value$1.6M (+$98.1K)
Filed 2026-11-06
First National Trust Co
DECREASED
Shares15,631 from 16,713
Change-1,082 (-6%)
Value$1.6M (+$31.1K)
Filed 2026-10-28
IPG Investment Advisors LLC
INCREASED
Shares15,620 from 14,975
Change+645 (+4%)
Value$1.6M (+$186.0K)
Filed 2026-10-30
Burney Co/
DECREASED
Shares15,579 from 16,041
Change-462 (-3%)
Value$1.6M (+$90.3K)
Filed 2026-10-15
Letson Investment Management, Inc.
UNCHANGED
Shares15,553 from 15,553
Change0 (0%)
Value$1.6M (+$134.5K)
Filed 2026-11-05
Old Mission Investment Co LLC
DECREASED
Shares15,517 from 15,690
Change-173 (-1%)
Value$1.6M (+$105.8K)
Filed 2026-10-22
Legacy Advisors, LLC
DECREASED
Shares15,466 from 18,477
Change-3,011 (-16%)
Value$1.6M (-$156.0K)
Filed 2026-10-19
Soltis Investment Advisors LLC
INCREASED
Shares15,337 from 7,918
Change+7,419 (+94%)
Value$1.6M (+$846.7K)
Filed 2026-10-28
Cordatus Wealth Management LLC
DECREASED
Shares15,314 from 15,667
Change-353 (-2%)
Value$1.6M (+$98.5K)
Filed 2026-10-19
Certified Advisory Corp
INCREASED
Shares15,246 from 15,153
Change+93 (+1%)
Value$1.6M (+$141.1K)
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares15,158 from 32,302
Change-17,144 (-53%)
Value$1.6M (-$1.5M)
Filed 2026-10-05
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares15,106 from 47,678
Change-32,572 (-68%)
Value$1.6M (-$3.0M)
Filed 2026-10-16
Murphy Pohlad Asset Management LLC
DECREASED
Shares15,064 from 15,169
Change-105 (-1%)
Value$1.6M (+$120.2K)
Filed 2026-10-22
Alliance Private Wealth, LLC
DECREASED
Shares15,062 from 17,132
Change-2,070 (-12%)
Value$1.6M (-$69.0K)
Filed 2026-10-20
Ferguson Wellman Capital Management, Inc
DECREASED
Shares15,019 from 17,077
Change-2,058 (-12%)
Value$1.6M (-$68.2K)
Filed 2026-10-05
Sanders Morris Harris LLC
NEW
Shares14,924
Change+14,924
Value$1.6M
Filed 2026-10-14
Delta Financial Advisors LLC
INCREASED
Shares14,877 from 14,861
Change+16 (+0%)
Value$1.6M (+$130.2K)
Filed 2026-10-27
Claro Advisors Inc.
INCREASED
Shares14,864 from 12,843
Change+2,021 (+16%)
Value$1.6M (+$323.2K)
Filed 2026-11-02
Cove Private Wealth, LLC
DECREASED
Shares14,841 from 17,832
Change-2,991 (-17%)
Value$1.6M (-$159.5K)
Filed 2026-10-28
Columbia Bank
INCREASED
Shares14,833 from 13,995
Change+838 (+6%)
Value$1.6M (+$209.0K)
Filed 2026-10-29
Hendershot Investments Inc.
UNCHANGED
Shares14,766 from 14,766
Change0 (0%)
Value$1.5M (+$127.7K)
Filed 2026-11-05
Asset Advisors Investment Management, LLC
DECREASED
Shares14,745 from 14,845
Change-100 (-1%)
Value$1.5M (+$117.9K)
Filed 2026-10-19
Cetera Trust Company, N.a
DECREASED
Shares14,742 from 15,042
Change-300 (-2%)
Value$1.5M (+$98.6K)
Filed 2026-11-09
Verdence Capital Advisors LLC
INCREASED
Shares14,729 from 11,866
Change+2,863 (+24%)
Value$1.5M (+$402.9K)
Filed 2026-10-26
RS Crum Inc.
DECREASED
Shares14,673 from 14,826
Change-153 (-1%)
Value$1.5M (+$112.2K)
Filed 2026-10-19
Harrell Investment Partners, LLC
DECREASED
Shares14,640 from 14,694
Change-54 (0%)
Value$1.5M (+$121.5K)
Filed 2026-10-15
Ridgewood Investments LLC
INCREASED
Shares14,611 from 14,018
Change+593 (+4%)
Value$1.5M (+$183.5K)
Filed 2026-10-05
Jnba Financial Advisors
DECREASED
Shares14,600 from 14,601
Change-1 (0%)
Value$1.5M (+$126.2K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
DECREASED
Shares14,570 from 18,263
Change-3,693 (-20%)
Value$1.5M (-$229.4K)
Filed 2026-10-16
Atlas Capital Advisors Inc.
INCREASED
Shares14,510 from 5,393
Change+9,117 (+169%)
Value$1.2M (+$712.9K)
Filed 2026-11-09
Spirit of America Management Corp
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$1.5M (+$125.4K)
Filed 2026-10-14
Schnieders Capital Management, Llc.
INCREASED
Shares14,466 from 13,938
Change+528 (+4%)
Value$1.5M (+$175.9K)
Filed 2026-11-09
Davidson Trust Co
UNCHANGED
Shares14,393 from 14,393
Change0 (0%)
Value$1.5M (+$124.5K)
Filed 2026-10-09
Asset Dedication, LLC
INCREASED
Shares14,383 from 13,559
Change+824 (+6%)
Value$1.5M (+$203.8K)
Filed 2026-11-03
Westwind Capital
INCREASED
Shares14,297 from 13,741
Change+556 (+4%)
Value$1.5M (+$1.5M)
Filed 2026-10-08
Portfolio Design Labs, LLC
INCREASED
Shares14,294 from 14,149
Change+145 (+1%)
Value$1.5M (+$137.5K)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED
Shares14,291 from 15,536
Change-1,245 (-8%)
Value$1.5M (+$3.8K)
Filed 2026-10-16
Smithfield Trust Co
DECREASED
Shares14,280 from 14,470
Change-190 (-1%)
Value$1.5M (+$100.0K)
Filed 2026-11-09
Avestar Capital, LLC
DECREASED
Shares14,204 from 15,162
Change-958 (-6%)
Value$1.5M (+$30.6K)
Filed 2026-10-28
First Horizon Corp
DECREASED
Shares14,154 from 14,202
Change-48 (0%)
Value$1.5M (+$117.8K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares14,135 from 13,026
Change+1,109 (+9%)
Value$1.5M (+$230.0K)
Filed 2026-10-30
Aspiriant, LLC
DECREASED
Shares14,092 from 14,345
Change-253 (-2%)
Value$1.5M (+$97.5K)
Filed 2026-10-16
Stackstone Wealth, LLC
NEW
Shares14,052
Change+14,052
Value$1.5M
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares14,022 from 17,667
Change-3,645 (-21%)
Value$1.5M (-$229.3K)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares13,991 from 16,316
Change-2,325 (-14%)
Value$1.5M (-$102.8K)
Filed 2026-10-15
Cidel Asset Management Inc
INCREASED
Shares13,946 from 12,941
Change+1,005 (+8%)
Value$1.5M (+$217.4K)
Filed 2026-10-29
Investors Asset Management of Georgia Inc
DECREASED
Shares13,935 from 14,687
Change-752 (-5%)
Value$1.5M (+$48.1K)
Filed 2026-10-20
Winthrop Advisory Group LLC
DECREASED
Shares13,871 from 13,894
Change-23 (0%)
Value$1.5M (+$107.3K)
Filed 2026-10-22
Mather Group, Llc.
DECREASED
Shares13,847 from 17,531
Change-3,684 (-21%)
Value$1.5M (-$234.8K)
Filed 2026-10-14
SteelPeak Wealth, LLC
DECREASED
Shares13,786 from 34,436
Change-20,650 (-60%)
Value$1.4M (-$1.9M)
Filed 2026-10-16
M. Kraus & Co
DECREASED
Shares13,722 from 15,862
Change-2,140 (-13%)
Value$1.4M (-$87.3K)
Filed 2026-10-20
ANB Bank
DECREASED
Shares13,701 from 13,707
Change-6 (0%)
Value$1.4M (+$117.9K)
Filed 2026-10-09
PW Nova Financial Services LLC
INCREASED
Shares13,678 from 13,571
Change+107 (+1%)
Value$1.4M (+$128.5K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
DECREASED
Shares13,666 from 14,933
Change-1,267 (-8%)
Value$1.4M (-$3.8K)
Filed 2026-10-13
Guardian Wealth Management, Inc.
INCREASED
Shares13,660 from 13,525
Change+135 (+1%)
Value$1.4M (+$131.1K)
Filed 2026-10-30
Aprio Wealth Management, LLC
DECREASED
Shares13,645 from 13,837
Change-192 (-1%)
Value$1.4M (+$99.6K)
Filed 2026-10-28
Vista Investment Partners LLC
DECREASED
Shares13,526 from 13,552
Change-26 (0%)
Value$1.4M (+$114.5K)
Filed 2026-10-08
Levin Capital Strategies, L.P.
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$1.4M (+$116.8K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares13,452 from 12,807
Change+645 (+5%)
Value$1.4M (+$178.5K)
Filed 2026-10-28
Partnership Wealth Management, LLC
DECREASED
Shares13,402 from 13,831
Change-429 (-3%)
Value$1.4M (+$74.6K)
Filed 2026-10-05
Boltwood Capital Management
INCREASED
Shares13,395 from 13,285
Change+110 (+1%)
Value$1.4M (+$126.5K)
Filed 2026-10-02
Pinnacle West Asset Management, Inc.
DECREASED
Shares13,373 from 13,463
Change-90 (-1%)
Value$1.4M (+$107.0K)
Filed 2026-11-09
Meridian Wealth Management, LLC
DECREASED
Shares13,357 from 13,435
Change-78 (-1%)
Value$1.4M (+$108.0K)
Filed 2026-11-05
Byrne Asset Management LLC
DECREASED
Shares13,336 from 14,417
Change-1,081 (-7%)
Value$1.4M (-$36.3K)
Filed 2026-10-06
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares13,179 from 13,579
Change-400 (-3%)
Value$1.4M (+$75.5K)
Filed 2026-10-15
Bedel Financial Consulting, Inc.
DECREASED
Shares13,151 from 13,229
Change-78 (-1%)
Value$1.4M (+$106.2K)
Filed 2026-11-06
Willow Creek Capital Management, Inc.
UNCHANGED
Shares13,130 from 13,130
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-16
MBL Wealth, LLC
INCREASED
Shares13,098 from 5,135
Change+7,963 (+155%)
Value$1.4M (+$879.7K)
Filed 2026-10-22
Parcion Private Wealth LLC
INCREASED
Shares12,978 from 2,139
Change+10,839 (+507%)
Value$1.4M (+$1.2M)
Filed 2026-10-28
WBH Advisory Inc
INCREASED
Shares12,974 from 12,745
Change+229 (+2%)
Value$1.4M (+$134.3K)
Filed 2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares12,911 from 12,990
Change-79 (-1%)
Value$1.4M (+$104.1K)
Filed 2026-10-09
Robertson Stephens Wealth Management, LLC
INCREASED
Shares12,879 from 12,177
Change+702 (+6%)
Value$1.4M (+$169.9K)
Filed 2026-10-16
Uncommon Cents Investing Inc
INCREASED
Shares12,828 from 12,250
Change+578 (+5%)
Value$1.3M (+$166.6K)
Filed 2026-10-20
Valmark Advisers, Inc.
INCREASED
Shares12,817 from 12,734
Change+83 (+1%)
Value$1.3M (+$118.9K)
Filed 2026-11-06
Monograph Wealth Advisors, LLC
DECREASED
Shares12,813 from 12,909
Change-96 (-1%)
Value$1.3M (+$91.9K)
Filed 2026-11-09
Equitable Trust Co
DECREASED
Shares12,801 from 12,834
Change-33 (0%)
Value$1.3M (+$107.6K)
Filed 2026-10-13
Ceredex Value Advisors LLC
NEW
Shares12,777
Change+12,777
Value$1.3M
Filed 2026-11-09
Elyxium Wealth, LLC
INCREASED
Shares12,704 from 12,701
Change+3 (+0%)
Value$1.3M (+$110.2K)
Filed 2026-10-27
Palisade Asset Management, LLC
INCREASED
Shares12,657 from 10,937
Change+1,720 (+16%)
Value$1.3M (+$275.1K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
INCREASED
Shares12,535 from 8,315
Change+4,220 (+51%)
Value$1.3M (+$514.6K)
Filed 2026-11-06
Montag A & Associates Inc
DECREASED
Shares12,479 from 13,124
Change-645 (-5%)
Value$1.3M (+$36.8K)
Filed 2026-10-29
Lowe Brockenbrough & Co Inc
DECREASED
Shares12,410 from 12,861
Change-451 (-4%)
Value$1.3M (+$64.0K)
Filed 2026-11-09
Howard Capital Management, LLC
DECREASED
Shares12,401 from 12,537
Change-136 (-1%)
Value$1.3M (+$94.2K)
Filed 2026-10-16
Alta Advisers Ltd
INCREASED
Shares12,388 from 7,119
Change+5,269 (+74%)
Value$1.3M (+$614.3K)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares12,358 from 12,253
Change+105 (+1%)
Value$1.3M (+$117.0K)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares12,300
Change+12,300
Value$1.3M
Filed 2026-11-03
CWC Advisors, Llc.
INCREASED
Shares12,295 from 12,159
Change+136 (+1%)
Value$1.3M (+$119.4K)
Filed 2026-10-15
Legacy Capital Group California, Inc.
DECREASED
Shares12,279 from 12,347
Change-68 (-1%)
Value$1.3M (+$99.7K)
Filed 2026-11-09
Texas Bank & Trust Co
INCREASED
Shares12,253 from 11,880
Change+373 (+3%)
Value$1.3M (+$141.9K)
Filed 2026-11-04
University of Texas S AM Investment Management Co
DECREASED
Shares12,241 from 17,130
Change-4,889 (-29%)
Value$1.3M (-$376.5K)
Filed 2026-11-03
Family Legacy, Inc.
INCREASED
Shares12,186 from 12,125
Change+61 (+1%)
Value$1.3M (+$111.4K)
Filed 2026-10-13
Delphi Management Inc
DECREASED
Shares12,169 from 12,432
Change-263 (-2%)
Value$1.3M (+$80.0K)
Filed 2026-11-05
Neville Rodie & Shaw Inc
DECREASED
Shares12,129 from 13,129
Change-1,000 (-8%)
Value$1.3M (+$1.3M)
Filed 2026-10-05
Hickory Point Bank & Trust
DECREASED
Shares12,122 from 12,256
Change-134 (-1%)
Value$1.3M (+$92.0K)
Filed 2026-10-01
Fulcrum Asset Management LLP
NEW
Shares12,098
Change+12,098
Value$1.3M
Filed 2026-11-04
Focused Wealth Management, Inc
INCREASED
Shares12,080 from 11,771
Change+309 (+3%)
Value$1.3M (+$134.3K)
Filed 2026-10-30
Fire Capital Management LLC
INCREASED
Shares11,885 from 11,621
Change+264 (+2%)
Value$1.2M (+$128.2K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares11,879 from 14,319
Change-2,440 (-17%)
Value$1.2M (-$132.1K)
Filed 2026-10-07
Beutel, Goodman & Co Ltd.
DECREASED
Shares11,565 from 11,900
Change-335 (-3%)
Value$1.2M (+$68.0K)
Filed 2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares11,543 from 91,858
Change-80,315 (-87%)
Value$1.2M (-$7.6M)
Filed 2026-10-30
StoneX Group Inc.
INCREASED
Shares11,541 from 8,460
Change+3,081 (+36%)
Value$1.2M (+$372.4K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares11,530 from 12,178
Change-648 (-5%)
Value$1.2M (+$37.4K)
Filed 2026-10-22
Forza Wealth Management, LLC
INCREASED
Shares11,492 from 9,796
Change+1,696 (+17%)
Value$1.2M (+$262.6K)
Filed 2026-10-20
Klingman & Associates, LLC
INCREASED
Shares11,448 from 10,162
Change+1,286 (+13%)
Value$1.2M (+$222.8K)
Filed 2026-10-20
Burke & Herbert Bank & Trust Co
DECREASED
Shares11,439 from 11,489
Change-50 (0%)
Value$1.2M (+$94.1K)
Filed 2026-11-02
Jones Kertz & Associates, Inc.
UNCHANGED
Shares11,418 from 11,418
Change0 (0%)
Value$1.2M (+$98.8K)
Filed 2026-10-28
Andrews Advisory Associates, LLC
INCREASED
Shares11,304 from 11,109
Change+195 (+2%)
Value$1.2M (+$116.5K)
Filed 2026-10-15
Torrey-Payne Wealth Management, LLC
DECREASED
Shares11,269 from 11,310
Change-41 (0%)
Value$1.2M (+$93.6K)
Filed 2026-11-09
Citizens & Northern Corp
DECREASED
Shares11,219 from 12,553
Change-1,334 (-11%)
Value$1.2M (-$31.4K)
Filed 2026-11-06
Obermeyer Wealth Partners
DECREASED
Shares11,089 from 11,095
Change-6 (0%)
Value$1.2M (+$95.4K)
Filed 2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED
Shares11,081 from 11,081
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-13
PDS Planning, Inc
INCREASED
Shares11,007 from 10,363
Change+644 (+6%)
Value$1.2M (+$157.2K)
Filed 2026-11-03
Moneco Advisors, LLC
DECREASED
Shares10,993 from 12,035
Change-1,042 (-9%)
Value$1.2M (-$5.1K)
Filed 2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares10,991 from 10,991
Change0 (0%)
Value$1.2M (+$95.1K)
Filed 2026-10-22
Money Concepts Capital Corp
INCREASED
Shares10,969 from 10,942
Change+27 (+0%)
Value$1.2M (+$97.5K)
Filed 2026-11-06
North Star Investment Management Corp.
DECREASED
Shares10,960 from 11,848
Change-888 (-7%)
Value$1.1M (+$9.3K)
Filed 2026-10-27
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares10,925 from 11,138
Change-213 (-2%)
Value$1.1M (+$74.0K)
Filed 2026-11-02
Tred Avon Family Wealth, LLC
INCREASED
Shares10,857 from 10,398
Change+459 (+4%)
Value$1.1M (+$138.1K)
Filed 2026-10-20
Access Investment Management LLC
INCREASED
Shares10,844 from 6,527
Change+4,317 (+66%)
Value$1.1M (+$509.3K)
Filed 2026-10-23
Cox Capital Mgt LLC
DECREASED
Shares10,809 from 10,847
Change-38 (0%)
Value$1.1M (+$89.8K)
Filed 2026-10-07
Shrier Wealth Management, LLC
INCREASED
Shares10,762 from 10,576
Change+186 (+2%)
Value$1.1M (+$111.0K)
Filed 2026-10-20
HF Advisory Group, LLC
INCREASED
Shares10,739 from 10,617
Change+122 (+1%)
Value$1.1M (+$104.7K)
Filed 2026-10-09
Confluence Wealth Services, Inc.
DECREASED
Shares10,720 from 12,406
Change-1,686 (-14%)
Value$1.1M (-$69.6K)
Filed 2026-11-05
Collaborative Fund Advisors, LLC
INCREASED
Shares10,709 from 6,038
Change+4,671 (+77%)
Value$1.1M (+$542.2K)
Filed 2026-11-02
Cookson Peirce & Co Inc
NEW
Shares10,671
Change+10,671
Value$1.1M
Filed 2026-10-30
Angeles Wealth Management, LLC
DECREASED
Shares10,663 from 11,054
Change-391 (-4%)
Value$1.1M (+$46.3K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares10,599 from 10,666
Change-67 (-1%)
Value$1.1M (+$85.1K)
Filed 2026-10-26
Tompkins Financial Corp
DECREASED
Shares10,584 from 10,819
Change-235 (-2%)
Value$1.1M (+$68.9K)
Filed 2026-10-05
Patten & Patten Inc
DECREASED
Shares10,464 from 10,932
Change-468 (-4%)
Value$1.1M (+$45.5K)
Filed 2026-10-26
Harbour Trust & Investment Management Co
DECREASED
Shares10,456 from 10,641
Change-185 (-2%)
Value$1.1M (+$72.6K)
Filed 2026-10-28
SevenBridge Financial Group, LLC
DECREASED
Shares10,417 from 11,520
Change-1,103 (-10%)
Value$1.2M (-$45.4K)
Filed 2026-10-26
Blue Trust, Inc.
DECREASED
Shares10,392 from 12,364
Change-1,972 (-16%)
Value$1.1M (-$99.9K)
Filed 2026-10-15
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares10,369 from 10,684
Change-315 (-3%)
Value$1.1M (+$59.4K)
Filed 2026-10-22
Lester Murray Antman dba SimplyRich
DECREASED
Shares10,352 from 20,857
Change-10,505 (-50%)
Value$1.1M (+$68.3K)
Filed 2026-11-06
Mechanics Bank Trust Department
DECREASED
Shares10,337 from 10,962
Change-625 (-6%)
Value$1.1M (+$29.3K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
DECREASED
Shares10,334 from 10,673
Change-339 (-3%)
Value$1.1M (+$56.8K)
Filed 2026-10-14
Nicholas Hoffman & Company, Llc.
INCREASED
Shares10,333 from 10,235
Change+98 (+1%)
Value$1.1M (+$98.9K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
DECREASED
Shares10,331 from 10,381
Change-50 (0%)
Value$1.1M (+$84.3K)
Filed 2026-11-03
Advisor OS, LLC
INCREASED
Shares10,326 from 10,108
Change+218 (+2%)
Value$1.1M (+$110.2K)
Filed 2026-11-03
S-Bank Fund Management Ltd
INCREASED
Shares10,325 from 9,824
Change+501 (+5%)
Value$1.1M (+$137.5K)
Filed 2026-11-06
Absher Wealth Management, LLC
DECREASED
Shares10,319 from 10,349
Change-30 (0%)
Value$1.1M (+$86.4K)
Filed 2026-11-02
XML Financial, LLC
DECREASED
Shares10,256 from 13,472
Change-3,216 (-24%)
Value$1.1M (-$220.8K)
Filed 2026-10-29
Calamos Wealth Management LLC
DECREASED
Shares10,251 from 11,740
Change-1,489 (-13%)
Value$1.1M (-$54.6K)
Filed 2026-11-02
Hanson & Doremus Investment Management
DECREASED
Shares10,218 from 10,556
Change-338 (-3%)
Value$1.1M (+$56.0K)
Filed 2026-10-16
Abundance Wealth Counselors
DECREASED
Shares10,105 from 10,434
Change-329 (-3%)
Value$1.1M (+$55.8K)
Filed 2026-10-26
Curated Wealth Partners LLC
NEW
Shares10,095
Change+10,095
Value$1.1M
Filed 2026-10-15
RVW Wealth, LLC
DECREASED
Shares10,053 from 10,059
Change-6 (0%)
Value$1.1M (+$86.4K)
Filed 2026-10-06
Golden Reserve Retirement LLC
INCREASED
Shares10,047 from 6,051
Change+3,996 (+66%)
Value$1.1M (+$471.5K)
Filed 2026-11-02
Eads & Heald Wealth Management
INCREASED
Shares10,046 from 9,288
Change+758 (+8%)
Value$1.1M (+$159.9K)
Filed 2026-10-29
TritonPoint Partners, LLC
DECREASED
Shares10,037 from 14,583
Change-4,546 (-31%)
Value$1.1M (-$360.4K)
Filed 2026-11-05
Ping Capital Management, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.0M (+$86.5K)
Filed 2026-10-13
Enhancing Capital LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.0M (+$86.5K)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares9,993 from 10,640
Change-647 (-6%)
Value$1.0M (+$24.2K)
Filed 2026-10-20
Tritonpoint Wealth, LLC
INCREASED
Shares9,971 from 8,880
Change+1,091 (+12%)
Value$1.0M (+$191.3K)
Filed 2026-10-19
Parrish Capital LLC
INCREASED
Shares9,918 from 9,263
Change+655 (+7%)
Value$1.0M (+$148.8K)
Filed 2026-10-01
Chemung Canal Trust Co
INCREASED
Shares9,902 from 8,962
Change+940 (+10%)
Value$1.0M (+$176.1K)
Filed 2026-11-04
Great Valley Advisor Group, Inc.
INCREASED
Shares9,885 from 9,515
Change+370 (+4%)
Value$1.0M (+$121.4K)
Filed 2026-11-09
Corundum Group, Inc.
INCREASED
Shares9,859 from 8,097
Change+1,762 (+22%)
Value$1.0M (+$254.9K)
Filed 2026-10-28
Wernau Asset Management Inc.
INCREASED
Shares9,783 from 9,745
Change+38 (+0%)
Value$1.0M (+$88.3K)
Filed 2026-10-19
First National Bank Sioux Falls
INCREASED
Shares9,732 from 9,703
Change+29 (+0%)
Value$1.0M (+$12.7K)
Filed 2026-10-13
First Nebraska Trust Co
DECREASED
Shares9,728 from 9,913
Change-185 (-2%)
Value$1.0M (+$66.3K)
Filed 2026-10-30
Rare Wolf Capital LLC
DECREASED
Shares9,694 from 11,037
Change-1,343 (-12%)
Value$1.0M (-$45.4K)
Filed 2026-10-20
Grant Private Wealth Management Inc
INCREASED
Shares9,597 from 3,874
Change+5,723 (+148%)
Value$1.0M (+$633.9K)
Filed 2026-10-19
Nwam LLC
INCREASED
Shares9,571 from 8,094
Change+1,477 (+18%)
Value$1.0M (+$224.9K)
Filed 2026-11-09
Excalibur Management Corp
INCREASED
Shares9,571 from 9,264
Change+307 (+3%)
Value$1.0M (+$112.4K)
Filed 2026-11-02
Brucke Financial, Inc.
DECREASED
Shares9,553 from 9,591
Change-38 (0%)
Value$1.0M (+$79.0K)
Filed 2026-10-23
Elco Management Co., LLC
INCREASED
Shares9,538 from 9,401
Change+137 (+1%)
Value$1.0M (+$95.7K)
Filed 2026-10-14
Journey Advisory Group, LLC
DECREASED
Shares9,536 from 10,242
Change-706 (-7%)
Value$1.0M (+$14.4K)
Filed 2026-11-04
City Holding Co
DECREASED
Shares9,478 from 14,817
Change-5,339 (-36%)
Value$994.2K (-$431.9K)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
INCREASED
Shares9,449 from 7,240
Change+2,209 (+31%)
Value$991.1K (+$294.2K)
Filed 2026-10-20
Towne Trust Company, N.a
DECREASED
Shares9,384 from 9,583
Change-199 (-2%)
Value$984.4K (+$62.0K)
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
DECREASED
Shares9,366 from 10,104
Change-738 (-7%)
Value$982.4K (+$9.9K)
Filed 2026-10-13
Whalen Wealth Management Inc.
INCREASED
Shares9,360 from 5,774
Change+3,586 (+62%)
Value$981.9K (+$426.1K)
Filed 2026-10-08
Middleton & Co Inc
INCREASED
Shares9,360 from 9,320
Change+40 (+0%)
Value$981.9K (+$84.8K)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED
Shares9,358 from 8,680
Change+678 (+8%)
Value$981.7K (+$146.2K)
Filed 2026-10-19
3Chopt Investment Partners, LLC
INCREASED
Shares9,344 from 7,390
Change+1,954 (+26%)
Value$980.2K (+$263.2K)
Filed 2026-10-30
West Family Investments, Inc.
INCREASED
Shares9,186 from 3,446
Change+5,740 (+167%)
Value$963.6K (+$631.9K)
Filed 2026-11-09
Salem Investment Counselors Inc
DECREASED
Shares9,180 from 9,205
Change-25 (0%)
Value$963.0K (+$70.5K)
Filed 2026-10-13
Smith Thornton Advisors LLC
INCREASED
Shares9,137 from 9,116
Change+21 (+0%)
Value$958.4K (+$83.3K)
Filed 2026-10-16
Reynders McVeigh Capital Management, LLC
DECREASED
Shares9,070 from 11,014
Change-1,944 (-18%)
Value$951.5K (-$108.5K)
Filed 2026-10-30
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares9,070 from 9,195
Change-125 (-1%)
Value$951.4K (+$66.4K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
DECREASED
Shares9,059 from 9,075
Change-16 (0%)
Value$950.3K (+$76.8K)
Filed 2026-11-02
Investment Partners, Ltd.
INCREASED
Shares9,049 from 5,318
Change+3,731 (+70%)
Value$949.3K (+$437.5K)
Filed 2026-10-29
Kavar Capital Partners Group, LLC
DECREASED
Shares9,042 from 9,091
Change-49 (-1%)
Value$948.5K (+$73.4K)
Filed 2026-11-06
Bank of Stockton
DECREASED
Shares9,027 from 10,056
Change-1,029 (-10%)
Value$946.9K (-$21.0K)
Filed 2026-10-20
Birchbrook, Inc.
DECREASED
Shares9,025 from 9,451
Change-426 (-5%)
Value$946.8K (+$37.1K)
Filed 2026-10-14
Armstrong Henry H Associates Inc
DECREASED
Shares8,999 from 9,039
Change-40 (0%)
Value$944.0K (+$74.0K)
Filed 2026-10-07
Personal CFO Solutions, LLC
DECREASED
Shares8,996 from 11,245
Change-2,249 (-20%)
Value$943.7K (-$147.1K)
Filed 2026-11-06
Probity Advisors, Inc.
INCREASED
Shares8,989 from 8,312
Change+677 (+8%)
Value$942.9K (+$142.9K)
Filed 2026-10-23
Mechanics Financial Corp
DECREASED
Shares8,947 from 9,157
Change-210 (-2%)
Value$938.5K (+$57.2K)
Filed 2026-11-05
Tributary Capital Management, LLC
UNCHANGED
Shares8,930 from 8,930
Change0 (0%)
Value$936.8K (+$77.2K)
Filed 2026-10-28
Welch Group, LLC
DECREASED
Shares8,921 from 8,957
Change-36 (0%)
Value$935.8K (+$73.7K)
Filed 2026-10-29
Trust Point Inc.
INCREASED
Shares8,914 from 6,449
Change+2,465 (+38%)
Value$935.1K (+$314.4K)
Filed 2026-10-27
S.E.E.D. Planning Group LLC
INCREASED
Shares8,904 from 5,000
Change+3,904 (+78%)
Value$934.0K (+$452.8K)
Filed 2026-10-07
Procyon Advisors, LLC
DECREASED
Shares8,896 from 9,093
Change-197 (-2%)
Value$933.2K (+$58.0K)
Filed 2026-10-21
Greenfield Seitz Capital Management, LLC
DECREASED
Shares8,894 from 9,111
Change-217 (-2%)
Value$933.0K (+$56.0K)
Filed 2026-10-29
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares8,851 from 9,258
Change-407 (-4%)
Value$928.5K (+$37.4K)
Filed 2026-11-09
Net Worth Advisory Group
INCREASED
Shares8,833 from 6,925
Change+1,908 (+28%)
Value$895.0K (+$228.5K)
Filed 2026-10-20
Avity Investment Management Inc.
INCREASED
Shares8,823 from 5,823
Change+3,000 (+52%)
Value$925.6K (+$365.1K)
Filed 2026-10-09
Successful Portfolios LLC
DECREASED
Shares8,798 from 8,840
Change-42 (0%)
Value$911.2K (+$65.6K)
Filed 2026-10-09
Burling Wealth Partners, LLC
DECREASED
Shares8,776 from 8,962
Change-186 (-2%)
Value$920.6K (+$58.0K)
Filed 2026-11-09
Everhart Financial Group, Inc.
DECREASED
Shares8,770 from 9,464
Change-694 (-7%)
Value$920.0K (+$9.0K)
Filed 2026-10-08
Hardy Reed LLC
INCREASED
Shares8,768 from 8,447
Change+321 (+4%)
Value$919.7K (+$106.7K)
Filed 2026-11-06
Thoma Capital Management LLC
DECREASED
Shares8,753 from 8,836
Change-83 (-1%)
Value$918.2K (+$67.7K)
Filed 2026-10-19
Oslo Pensjonsforsikring AS
UNCHANGED
Shares8,744 from 8,744
Change0 (0%)
Value$917.2K (+$75.6K)
Filed 2026-10-15
Nations Financial Group Inc,
DECREASED
Shares8,726 from 8,955
Change-229 (-3%)
Value$915.4K (+$53.4K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
INCREASED
Shares8,672 from 8,005
Change+667 (+8%)
Value$909.7K (+$139.2K)
Filed 2026-11-03
SYM Financial Corp
INCREASED
Shares8,660 from 3,371
Change+5,289 (+157%)
Value$908.5K (+$584.1K)
Filed 2026-10-26
Northside Capital Management, LLC
INCREASED
Shares8,620 from 8,473
Change+147 (+2%)
Value$904.2K (+$88.7K)
Filed 2026-10-13
Means Investment Co., Inc.
DECREASED
Shares8,619 from 9,648
Change-1,029 (-11%)
Value$904.1K (-$24.5K)
Filed 2026-11-03
Quent Capital, LLC
INCREASED
Shares8,582 from 6,930
Change+1,652 (+24%)
Value$1.0M (+$335.3K)
Filed 2026-11-09
Mill Capital Management, LLC
UNCHANGED
Shares8,563 from 8,563
Change0 (0%)
Value$898.3K (+$74.1K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
INCREASED
Shares8,538 from 8,174
Change+364 (+4%)
Value$895.7K (+$107.9K)
Filed 2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares8,522 from 8,595
Change-73 (-1%)
Value$951.7K (+$127.7K)
Filed 2026-10-21
Chiron Capital Management, LLC
NEW
Shares8,509
Change+8,509
Value$892.6K
Filed 2026-10-15
Bangor Savings Bank
DECREASED
Shares8,489 from 8,893
Change-404 (-5%)
Value$890.5K (+$34.6K)
Filed 2026-10-06
MeadowBrook Investment Advisors LLC
DECREASED
Shares8,485 from 8,675
Change-190 (-2%)
Value$959.9K (+$124.9K)
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares8,457 from 9,429
Change-972 (-10%)
Value$887.1K (-$25.8K)
Filed 2026-10-14
Hedges Asset Management LLC
DECREASED
Shares8,450 from 9,200
Change-750 (-8%)
Value$886.4K (+$905)
Filed 2026-10-29
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares8,448 from 8,425
Change+23 (+0%)
Value$886.2K (+$75.3K)
Filed 2026-10-29
Wescott Financial Advisory Group, LLC
INCREASED
Shares8,445 from 8,358
Change+87 (+1%)
Value$885.9K (+$81.5K)
Filed 2026-11-09
Pictet North America Advisors SA
NEW
Shares8,424
Change+8,424
Value$883.7K
Filed 2026-10-21
Providence Wealth Advisors, LLC
DECREASED
Shares8,422 from 9,023
Change-601 (-7%)
Value$860.7K (-$16.7K)
Filed 2026-10-29
SVB Wealth LLC
DECREASED
Shares8,421 from 9,312
Change-891 (-10%)
Value$883.3K (-$13.0K)
Filed 2026-11-06
Hara Capital LLC
DECREASED
Shares8,417 from 8,517
Change-100 (-1%)
Value$882.9K (+$56.8K)
Filed 2026-10-30
Morse Asset Management, Inc
INCREASED
Shares8,413 from 8,408
Change+5 (+0%)
Value$882.5K (+$73.3K)
Filed 2026-11-09
Foster Group, Inc.
DECREASED
Shares8,325 from 8,363
Change-38 (0%)
Value$873.3K (+$68.3K)
Filed 2026-10-13
Optas, LLC
INCREASED
Shares8,320 from 7,291
Change+1,029 (+14%)
Value$872.8K (+$171.0K)
Filed 2026-11-09
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares8,318 from 10,298
Change-1,980 (-19%)
Value$872.7K (-$118.5K)
Filed 2026-10-09
Caldwell Trust Co
DECREASED
Shares8,281 from 9,175
Change-894 (-10%)
Value$868.7K (-$14.4K)
Filed 2026-10-30
Brown Miller Wealth Management, LLC
DECREASED
Shares8,275 from 36,226
Change-27,951 (-77%)
Value$868.0K (-$2.6M)
Filed 2026-11-02
Strid Group, LLC
UNCHANGED
Shares8,275 from 8,275
Change0 (0%)
Value$868.0K (+$71.6K)
Filed 2026-10-28
Central Pacific Bank - Trust Division
INCREASED
Shares8,184 from 8,092
Change+92 (+1%)
Value$858.5K (+$79.6K)
Filed 2026-10-06
St. Johns Investment Management Company, LLC
INCREASED
Shares8,179 from 7,856
Change+323 (+4%)
Value$858.0K (+$101.8K)
Filed 2026-10-30
LCM Capital Management Inc
DECREASED
Shares8,175 from 8,331
Change-156 (-2%)
Value$857.6K (+$55.7K)
Filed 2026-10-20
Trust Investment Advisors
INCREASED
Shares8,161 from 7,395
Change+766 (+10%)
Value$856.1K (+$144.3K)
Filed 2026-10-20
Piscataqua Savings Bank
DECREASED
Shares8,160 from 8,376
Change-216 (-3%)
Value$855.9K (+$49.8K)
Filed 2026-10-21
Essex Bank
DECREASED
Shares8,158 from 8,205
Change-47 (-1%)
Value$855.8K (+$66.0K)
Filed 2026-10-16
Avantra Family Wealth, Inc.
INCREASED
Shares8,154 from 8,050
Change+104 (+1%)
Value$855.4K (+$80.6K)
Filed 2026-10-20
Kentucky Trust Co
UNCHANGED
Shares8,126 from 8,126
Change0 (0%)
Value$852.4K (+$70.3K)
Filed 2026-10-15
Howard Capital Management Group, LLC
INCREASED
Shares8,120 from 8,117
Change+3 (+0%)
Value$851.9K (+$70.6K)
Filed 2026-10-16
Root Financial Partners, LLC
INCREASED
Shares8,109 from 4,418
Change+3,691 (+84%)
Value$850.7K (+$425.4K)
Filed 2026-10-21
Biltmore Family Office, LLC
INCREASED
Shares8,088 from 7,947
Change+141 (+2%)
Value$848.4K (+$77.6K)
Filed 2026-11-03
Wendell David Associates Inc
UNCHANGED
Shares8,087 from 8,087
Change0 (0%)
Value$848.0K (+$70.0K)
Filed 2026-10-27
Hohimer Wealth Management, LLC
INCREASED
Shares8,069 from 7,517
Change+552 (+7%)
Value$846.4K (+$122.9K)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED
Shares8,042 from 7,520
Change+522 (+7%)
Value$843.6K (+$119.8K)
Filed 2026-10-16
Gryphon Financial Partners LLC
INCREASED
Shares8,008 from 7,577
Change+431 (+6%)
Value$840.1K (+$110.8K)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares8,005 from 6,692
Change+1,313 (+20%)
Value$888.1K (+$245.7K)
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares7,993 from 7,370
Change+623 (+8%)
Value$838.5K (+$129.1K)
Filed 2026-11-03
Alhambra Investment Management LLC
INCREASED
Shares7,974 from 6,343
Change+1,631 (+26%)
Value$836.4K (+$226.0K)
Filed 2026-10-15
Forbes J M & Co LLP
DECREASED
Shares7,972 from 7,988
Change-16 (0%)
Value$836.3K (+$67.4K)
Filed 2026-10-16
Rockland Trust Co
DECREASED
Shares7,955 from 9,554
Change-1,599 (-17%)
Value$834.5K (-$85.1K)
Filed 2026-10-05
Lantern Wealth Advisors, LLC
DECREASED
Shares7,955 from 8,749
Change-794 (-9%)
Value$834.5K (-$7.6K)
Filed 2026-10-22
Accredited Investors Inc.
INCREASED
Shares7,950 from 7,911
Change+39 (+0%)
Value$833.9K (+$72.5K)
Filed 2026-11-03
First National Bank & Trust Co of Newtown
DECREASED
Shares7,913 from 8,386
Change-473 (-6%)
Value$877.9K (+$71.2K)
Filed 2026-11-09
71 West Capital Partners
INCREASED
Shares7,898 from 5,715
Change+2,183 (+38%)
Value$828.5K (+$278.4K)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares7,855 from 6,965
Change+890 (+13%)
Value$824.0K (+$153.6K)
Filed 2026-11-04
Eclectic Associates Inc
DECREASED
Shares7,801 from 7,880
Change-79 (-1%)
Value$818.4K (+$59.9K)
Filed 2026-10-09
KMG Fiduciary Partners, LLC
DECREASED
Shares7,791 from 7,900
Change-109 (-1%)
Value$817.3K (+$57.0K)
Filed 2026-10-14
Axxion S.A.
UNCHANGED
Shares7,788 from 7,788
Change0 (0%)
Value$817.0K (+$67.4K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares7,776 from 7,776
Change0 (0%)
Value$748.5K ($0)
Filed 2026-10-26
Herold Advisors, Inc.
DECREASED
Shares7,763 from 8,611
Change-848 (-10%)
Value$814.3K (-$17.7K)
Filed 2026-10-19
Forum Financial Management, LP
DECREASED
Shares7,749 from 8,659
Change-910 (-11%)
Value$812.9K (-$20.5K)
Filed 2026-10-16
Northstar Asset Management Co
DECREASED
Shares7,725 from 10,795
Change-3,070 (-28%)
Value$863.9K (-$160.0K)
Filed 2026-10-22
Congress Park Capital LLC
DECREASED
Shares7,715 from 7,744
Change-29 (0%)
Value$809.3K (+$64.0K)
Filed 2026-10-13
Aldebaran Financial Inc.
DECREASED
Shares7,706 from 7,974
Change-268 (-3%)
Value$808.4K (+$40.9K)
Filed 2026-11-06
GLP Holdings Lllp
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$807.7K (+$66.6K)
Filed 2026-10-02
Northbridge Financial Group, LLC
INCREASED
Shares7,680 from 6,956
Change+724 (+10%)
Value$798.9K (+$129.4K)
Filed 2026-11-05
Tempus Wealth Planning, LLC
DECREASED
Shares7,671 from 8,091
Change-420 (-5%)
Value$804.7K (+$26.0K)
Filed 2026-10-14
Oak Asset Management, LLC
INCREASED
Shares7,646 from 7,644
Change+2 (+0%)
Value$802.1K (+$66.4K)
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
INCREASED
Shares7,645 from 7,636
Change+9 (+0%)
Value$802.0K (+$67.0K)
Filed 2026-10-21
Sava Infond d.o.o.
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$797.2K (+$65.7K)
Filed 2026-10-28
Investors Research Corp
DECREASED
Shares7,599 from 7,984
Change-385 (-5%)
Value$797.1K (+$28.7K)
Filed 2026-10-07
Rossmore Private Capital
DECREASED
Shares7,554 from 7,719
Change-165 (-2%)
Value$792.4K (+$43.7K)
Filed 2026-10-27
OFI Invest Asset Management
DECREASED
Shares7,537 from 20,461
Change-12,924 (-63%)
Value$696.1K (-$1.1M)
Filed 2026-11-06
Platform Technology Partners
INCREASED
Shares7,537 from 7,412
Change+125 (+2%)
Value$790.7K (+$77.2K)
Filed 2026-11-02
FSM Wealth Advisors, LLC
DECREASED
Shares7,522 from 7,572
Change-50 (-1%)
Value$805.0K (+$76.2K)
Filed 2026-10-27
Adirondack Trust Co
DECREASED
Shares7,487 from 7,559
Change-72 (-1%)
Value$785.4K (+$57.8K)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED
Shares7,444 from 7,462
Change-18 (0%)
Value$780.9K (+$62.7K)
Filed 2026-10-13
Florida Financial Advisors, LLC
INCREASED
Shares7,410 from 6,023
Change+1,387 (+23%)
Value$777.3K (+$197.4K)
Filed 2026-11-09
Saybrook Capital
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$776.3K (+$64.0K)
Filed 2026-10-27
QTR Family Wealth, LLC
INCREASED
Shares7,378 from 2,902
Change+4,476 (+154%)
Value$773.9K (+$494.6K)
Filed 2026-11-02
Woodmont Investment Counsel LLC
DECREASED
Shares7,375 from 7,747
Change-372 (-5%)
Value$773.6K (+$28.0K)
Filed 2026-10-29
Salvus Wealth Management, LLC
INCREASED
Shares7,362 from 7,326
Change+36 (+0%)
Value$772.3K (+$67.2K)
Filed 2026-10-13
Key FInancial Inc
INCREASED
Shares7,348 from 6,261
Change+1,087 (+17%)
Value$770.8K (+$168.1K)
Filed 2026-11-02
Private Advisory Group LLC
NEW
Shares7,345
Change+7,345
Value$770.5K
Filed 2026-11-06
Private Management Group Inc
INCREASED
Shares7,343 from 7,252
Change+91 (+1%)
Value$770.3K (+$72.3K)
Filed 2026-11-04
Accurate Wealth Management, LLC
DECREASED
Shares7,342 from 7,455
Change-113 (-2%)
Value$797.2K (+$83.7K)
Filed 2026-10-20
Beacon Financial Advisory LLC
DECREASED
Shares7,317 from 9,174
Change-1,857 (-20%)
Value$767.6K (-$115.4K)
Filed 2026-10-16
Certuity, LLC
DECREASED
Shares7,312 from 7,320
Change-8 (0%)
Value$767.0K (+$62.4K)
Filed 2026-11-02
Financial Solutions Advisory Group, Inc.
DECREASED
Shares7,300 from 7,794
Change-494 (-6%)
Value$807.3K (+$57.8K)
Filed 2026-10-28
Kathmere Capital Management, LLC
DECREASED
Shares7,299 from 7,942
Change-643 (-8%)
Value$765.6K (+$1.2K)
Filed 2026-10-20
Doliver Advisors, LP
DECREASED
Shares7,291 from 7,414
Change-123 (-2%)
Value$764.8K (+$51.3K)
Filed 2026-10-01
Aries Wealth Management
DECREASED
Shares7,289 from 7,314
Change-25 (0%)
Value$764.6K (+$60.6K)
Filed 2026-10-23
Greenspring Advisors, LLC
NEW
Shares7,288
Change+7,288
Value$764.6K
Filed 2026-11-05
RMR Wealth Builders
DECREASED
Shares7,286 from 7,403
Change-117 (-2%)
Value$764.3K (+$51.7K)
Filed 2026-10-22
Mitchell Sinkler & Starr
UNCHANGED
Shares7,269 from 7,269
Change0 (0%)
Value$762.5K (+$62.9K)
Filed 2026-10-13
Carl P. Sherr & Co., LLC
UNCHANGED
Shares7,267 from 7,267
Change0 (0%)
Value$762.3K (+$62.9K)
Filed 2026-11-06
Iams Wealth Management, LLC
INCREASED
Shares7,250 from 7,018
Change+232 (+3%)
Value$760.7K (+$85.2K)
Filed 2026-10-15
Silver OAK Securities, Incorporated
DECREASED
Shares7,245 from 9,555
Change-2,310 (-24%)
Value$845.8K (-$73.8K)
Filed 2026-11-09
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares7,204 from 12,304
Change-5,100 (-41%)
Value$755.7K (-$436.0K)
Filed 2026-10-21
Hunter Associates Investment Management LLC
DECREASED
Shares7,182 from 8,588
Change-1,406 (-16%)
Value$750.0K (-$77.0K)
Filed 2026-10-26
Shulman DeMeo Asset Management LLC
DECREASED
Shares7,176 from 9,255
Change-2,079 (-22%)
Value$743.5K (-$147.2K)
Filed 2026-10-09
Pflug Koory, LLC
UNCHANGED
Shares7,171 from 7,171
Change0 (0%)
Value$752.2K (+$62.0K)
Filed 2026-10-26
Machina Capital S.A.S.
NEW
Shares7,167
Change+7,167
Value$751.8K
Filed 2026-11-05
ARQ Wealth Advisors, LLC
DECREASED
Shares7,145 from 10,470
Change-3,325 (-32%)
Value$749.5K (-$254.2K)
Filed 2026-10-29
Catalyst Financial Partners LLC
DECREASED
Shares7,107 from 7,390
Change-283 (-4%)
Value$745.5K (+$34.2K)
Filed 2026-11-06
Abacus Planning Group, Inc.
DECREASED
Shares7,105 from 7,118
Change-13 (0%)
Value$745.3K (+$60.3K)
Filed 2026-11-02
Sippican Capital Advisors
DECREASED
Shares7,095 from 7,096
Change-1 (0%)
Value$744.3K (+$61.3K)
Filed 2026-10-23
Oakworth Capital, Inc.
DECREASED
Shares7,083 from 7,287
Change-204 (-3%)
Value$743.0K (+$44.1K)
Filed 2026-10-26
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares7,050 from 7,191
Change-141 (-2%)
Value$739.5K (+$43.9K)
Filed 2026-11-09
LVW Advisors, LLC
DECREASED
Shares7,027 from 7,393
Change-366 (-5%)
Value$737.1K (+$25.6K)
Filed 2026-10-19
Gradient Investments LLC
INCREASED
Shares7,013 from 6,882
Change+131 (+2%)
Value$735.6K (+$73.2K)
Filed 2026-10-08
First Affirmative Financial Network
NEW
Shares6,950
Change+6,950
Value$729.0K
Filed 2026-10-21
Neumann Capital Management, LLC
DECREASED
Shares6,944 from 6,964
Change-20 (0%)
Value$728.4K (+$58.1K)
Filed 2026-10-15
Diversified Enterprises, LLC
INCREASED
Shares6,923 from 6,109
Change+814 (+13%)
Value$726.3K (+$138.3K)
Filed 2026-10-19
Keystone Wealth Services, LLC
INCREASED
Shares6,909 from 6,907
Change+2 (+0%)
Value$728.3K (+$63.4K)
Filed 2026-11-03
Caldwell Sutter Capital, Inc.
INCREASED
Shares6,874 from 6,747
Change+127 (+2%)
Value$721.1K (+$71.7K)
Filed 2026-11-09
Traphagen Investment Advisors LLC
INCREASED
Shares6,872 from 6,836
Change+36 (+1%)
Value$720.8K (+$62.8K)
Filed 2026-10-14
Princeton Capital Management LLC
DECREASED
Shares6,824 from 8,497
Change-1,673 (-20%)
Value$715.8K (-$102.0K)
Filed 2026-10-27
Univest Financial Corp
INCREASED
Shares6,820 from 6,240
Change+580 (+9%)
Value$715.5K (+$114.9K)
Filed 2026-11-05
Reik & Co., LLC
UNCHANGED
Shares6,820 from 6,820
Change0 (0%)
Value$715.4K (+$59.0K)
Filed 2026-10-27
1620 Investment Advisors, Inc.
INCREASED
Shares6,808 from 6,711
Change+97 (+1%)
Value$714.2K (+$68.2K)
Filed 2026-11-04
Marks Group Wealth Management, Inc
DECREASED
Shares6,792 from 8,169
Change-1,377 (-17%)
Value$712.5K (-$73.8K)
Filed 2026-11-05
Oder Investment Management, LLC
DECREASED
Shares6,765 from 7,847
Change-1,082 (-14%)
Value$709.7K (-$45.6K)
Filed 2026-11-09
Aljian Capital Management, LLC
DECREASED
Shares6,761 from 7,364
Change-603 (-8%)
Value$709.2K (+$455)
Filed 2026-10-28
Kondo Wealth Advisors, Inc.
INCREASED
Shares6,754 from 6,748
Change+6 (+0%)
Value$708.6K (+$59.0K)
Filed 2026-10-19
Cravens & Co Advisors, LLC
INCREASED
Shares6,733 from 6,078
Change+655 (+11%)
Value$706.3K (+$121.3K)
Filed 2026-10-16
BridgePort Financial Solutions, LLC
DECREASED
Shares6,732 from 7,012
Change-280 (-4%)
Value$706.1K (+$31.2K)
Filed 2026-11-02
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares6,664 from 6,664
Change0 (0%)
Value$699.1K (+$57.7K)
Filed 2026-11-02
Garrett Wealth Advisory Group, LLC
DECREASED
Shares6,658 from 6,660
Change-2 (0%)
Value$698.4K (+$57.4K)
Filed 2026-10-22
CMH Wealth Management LLC
DECREASED
Shares6,651 from 10,746
Change-4,095 (-38%)
Value$697.7K (-$344.7K)
Filed 2026-10-22
Patrick M Sweeney & Associates, Inc
DECREASED
Shares6,630 from 6,909
Change-279 (-4%)
Value$695.5K (+$30.5K)
Filed 2026-10-22
Barlow Wealth Partners, LLC
INCREASED
Shares6,608 from 6,407
Change+201 (+3%)
Value$687.4K (+$67.9K)
Filed 2026-10-15
Chatham Capital Group, Inc.
UNCHANGED
Shares6,596 from 6,596
Change0 (0%)
Value$691.9K (+$57.1K)
Filed 2026-10-16
Parkside Financial Bank & Trust
DECREASED
Shares6,594 from 7,069
Change-475 (-7%)
Value$691.7K (+$11.3K)
Filed 2026-10-27
LexAurum Advisors, LLC
DECREASED
Shares6,574 from 7,984
Change-1,410 (-18%)
Value$689.6K (-$78.8K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares6,571 from 6,233
Change+338 (+5%)
Value$689.3K (+$89.4K)
Filed 2026-10-21
Form Wealth Advisors, LLC
DECREASED
Shares6,561 from 6,703
Change-142 (-2%)
Value$688.2K (+$43.1K)
Filed 2026-10-13
ZWJ Investment Counsel Inc
INCREASED
Shares6,521 from 6,093
Change+428 (+7%)
Value$684.0K (+$97.6K)
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
INCREASED
Shares6,502 from 6,411
Change+91 (+1%)
Value$682.1K (+$65.0K)
Filed 2026-10-19
Sitrin Capital Management LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$681.9K (+$51.4K)
Filed 2026-10-19
Old Port Advisors
INCREASED
Shares6,497 from 6,379
Change+118 (+2%)
Value$681.6K (+$67.6K)
Filed 2026-10-23
Romano Brothers and Company
DECREASED
Shares6,487 from 6,710
Change-223 (-3%)
Value$680.5K (+$34.7K)
Filed 2026-10-22
MCF Advisors LLC
DECREASED
Shares6,485 from 6,711
Change-226 (-3%)
Value$680.3K (+$29.9K)
Filed 2026-10-28
4Wealth Advisors, Inc.
INCREASED
Shares6,484 from 2,704
Change+3,780 (+140%)
Value$683.5K (+$416.9K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED
Shares6,481 from 7,262
Change-781 (-11%)
Value$679.9K (-$19.1K)
Filed 2026-10-16
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares6,471 from 6,777
Change-306 (-5%)
Value$678.8K (+$26.5K)
Filed 2026-10-16
Tower Trust & Investment Co
INCREASED
Shares6,435 from 6,331
Change+104 (+2%)
Value$675.0K (+$65.7K)
Filed 2026-10-28
Alliance Wealth Advisors, LLC
DECREASED
Shares6,434 from 7,939
Change-1,505 (-19%)
Value$675.0K (-$89.2K)
Filed 2026-10-28
Triad Wealth Partners, LLC
INCREASED
Shares6,434 from 5,568
Change+866 (+16%)
Value$674.9K (+$128.4K)
Filed 2026-10-26
Lakeshore Capital Group, Inc.
INCREASED
Shares6,394 from 5,892
Change+502 (+9%)
Value$670.8K (+$103.7K)
Filed 2026-10-20
Thoroughbred Financial Services, LLC
INCREASED
Shares6,358 from 6,348
Change+10 (+0%)
Value$666.0K (+$55.0K)
Filed 2026-11-09
PFC Capital Group, Inc.
DECREASED
Shares6,254 from 6,617
Change-363 (-5%)
Value$656.0K (+$20.0K)
Filed 2026-11-06
Central Bank & Trust Co
DECREASED
Shares6,252 from 12,244
Change-5,992 (-49%)
Value$655.8K (-$522.7K)
Filed 2026-10-09
denkapparat Operations GmbH
UNCHANGED
Shares6,252 from 6,252
Change0 (0%)
Value$655.8K (+$54.1K)
Filed 2026-11-09
White Pine Capital LLC
DECREASED
Shares6,222 from 6,300
Change-78 (-1%)
Value$652.6K (+$46.3K)
Filed 2026-11-09
Earned Wealth Advisors, LLC
INCREASED
Shares6,208 from 6,086
Change+122 (+2%)
Value$651.2K (+$65.4K)
Filed 2026-11-06
Cumberland Advisors Inc
DECREASED
Shares6,150 from 7,850
Change-1,700 (-22%)
Value$645.1K (-$110.4K)
Filed 2026-10-30
Simon Quick Advisors, LLC
INCREASED
Shares6,141 from 6,006
Change+135 (+2%)
Value$644.2K (+$66.1K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
INCREASED
Shares6,109 from 2,173
Change+3,936 (+181%)
Value$640.8K (+$431.7K)
Filed 2026-10-13
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$639.9K (+$52.8K)
Filed 2026-10-20
BankPlus Wealth Management LLC
INCREASED
Shares6,090 from 6,088
Change+2 (+0%)
Value$638.8K (+$52.9K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares6,078 from 5,863
Change+215 (+4%)
Value$637.6K (+$73.3K)
Filed 2026-10-19
Cannon Capital Management, Inc.
INCREASED
Shares6,062 from 5,966
Change+96 (+2%)
Value$635.9K (+$61.7K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
INCREASED
Shares6,048 from 4,831
Change+1,217 (+25%)
Value$634.5K (+$169.4K)
Filed 2026-10-23
PFG Advisors
INCREASED
Shares6,046 from 5,954
Change+92 (+2%)
Value$634.2K (+$61.2K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
INCREASED
Shares6,034 from 5,901
Change+133 (+2%)
Value$633.0K (+$65.0K)
Filed 2026-10-21
SBK Financial, Inc.
DECREASED
Shares6,000 from 7,857
Change-1,857 (-24%)
Value$629.4K (-$126.8K)
Filed 2026-11-02
Breakwater Capital Group
DECREASED
Shares5,968 from 7,293
Change-1,325 (-18%)
Value$626.1K (-$75.9K)
Filed 2026-10-09
Partners Wealth Management, LLC
INCREASED
Shares5,926 from 2,181
Change+3,745 (+172%)
Value$621.7K (+$411.8K)
Filed 2026-10-28
Versant Capital Management, Inc
DECREASED
Shares5,921 from 6,737
Change-816 (-12%)
Value$621.1K (-$27.3K)
Filed 2026-10-02
Mainsail Asset Management, LLC
INCREASED
Shares5,917 from 3,498
Change+2,419 (+69%)
Value$615.6K (+$273.9K)
Filed 2026-10-14
Chemistry Wealth Management LLC
DECREASED
Shares5,910 from 6,688
Change-778 (-12%)
Value$620.0K (-$23.7K)
Filed 2026-10-16
1900 Wealth Management LLC
INCREASED
Shares5,909 from 3,547
Change+2,362 (+67%)
Value$619.8K (+$278.5K)
Filed 2026-10-13
Prentice Wealth Management LLC
DECREASED
Shares5,902 from 6,413
Change-511 (-8%)
Value$619.1K (+$1.9K)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares5,892 from 5,626
Change+266 (+5%)
Value$613.0K (+$71.5K)
Filed 2026-10-21
Weaver Consulting Group
DECREASED
Shares5,884 from 5,984
Change-100 (-2%)
Value$617.2K (+$41.3K)
Filed 2026-10-07
Ipswich Investment Management Co., Inc.
DECREASED
Shares5,882 from 6,182
Change-300 (-5%)
Value$617.0K (+$22.0K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED
Shares5,878 from 5,937
Change-59 (-1%)
Value$616.6K (+$45.1K)
Filed 2026-10-27
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares5,875 from 5,902
Change-27 (0%)
Value$616.3K (+$48.2K)
Filed 2026-10-29
Vista Investment Partners II, LLC
DECREASED
Shares5,853 from 5,882
Change-29 (0%)
Value$614.0K (+$47.8K)
Filed 2026-10-15
Presilium Private Wealth, LLC
INCREASED
Shares5,847 from 5,443
Change+404 (+7%)
Value$613.3K (+$89.4K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares5,841 from 9,944
Change-4,103 (-41%)
Value$612.8K (-$344.3K)
Filed 2026-10-22
Intesa Sanpaolo Wealth Management
INCREASED
Shares5,835 from 5,735
Change+100 (+2%)
Value$612.1K (+$60.1K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,834 from 6,694
Change-860 (-13%)
Value$612.0K (-$32.8K)
Filed 2026-10-13
Howland Capital Management LLC
INCREASED
Shares5,815 from 4,965
Change+850 (+17%)
Value$610.0K (+$128.4K)
Filed 2026-10-22
Pacific Center for Financial Services
DECREASED
Shares5,812 from 5,991
Change-179 (-3%)
Value$609.7K (+$33.0K)
Filed 2026-10-15
Berman McAleer LLC
DECREASED
Shares5,791 from 5,840
Change-49 (-1%)
Value$607.5K (+$45.4K)
Filed 2026-10-16
Trillium Asset Management, LLC
INCREASED
Shares5,786 from 5,750
Change+36 (+1%)
Value$607.0K (+$53.5K)
Filed 2026-11-09
Financial Perspectives, Inc
INCREASED
Shares5,780 from 5,779
Change+1 (+0%)
Value$606.4K (+$50.1K)
Filed 2026-11-03
Csenge Advisory Group
DECREASED
Shares5,752 from 6,845
Change-1,093 (-16%)
Value$603.4K (-$55.4K)
Filed 2026-11-04
First Pacific Financial
UNCHANGED
Shares5,733 from 5,733
Change0 (0%)
Value$601.4K (+$49.6K)
Filed 2026-10-14
Godsey & Gibb, Inc
DECREASED
Shares5,701 from 5,709
Change-8 (0%)
Value$598.0K (+$48.5K)
Filed 2026-10-14
Connecticut Wealth Management, LLC
DECREASED
Shares5,686 from 5,765
Change-79 (-1%)
Value$596.5K (+$41.6K)
Filed 2026-10-13
Donaldson Capital Management, LLC
DECREASED
Shares5,680 from 5,714
Change-34 (-1%)
Value$595.8K (+$45.8K)
Filed 2026-11-09
Opal Wealth Advisors, LLC
DECREASED
Shares5,675 from 6,077
Change-402 (-7%)
Value$595.3K (+$10.3K)
Filed 2026-10-16
Peddock Capital Advisors, LLC
UNCHANGED
Shares5,659 from 5,659
Change0 (0%)
Value$593.7K (+$49.0K)
Filed 2026-10-16
Cromwell Holdings LLC
DECREASED
Shares5,643 from 5,915
Change-272 (-5%)
Value$592.0K (+$18.2K)
Filed 2026-10-28
Manchester Capital Management LLC
DECREASED
Shares5,642 from 5,832
Change-190 (-3%)
Value$591.8K (+$30.5K)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED
Shares5,630 from 5,629
Change+1 (+0%)
Value$459.1K (+$36.0K)
Filed 2026-11-04
Summit Global Investments
DECREASED
Shares5,618 from 9,399
Change-3,781 (-40%)
Value$589.0K (-$316.0K)
Filed 2026-10-28
DecisionMap Wealth Management, LLC
DECREASED
Shares5,611 from 6,199
Change-588 (-9%)
Value$588.6K (-$8.1K)
Filed 2026-10-29
180 Wealth Advisors, LLC
INCREASED
Shares5,581 from 4,396
Change+1,185 (+27%)
Value$585.5K (+$162.3K)
Filed 2026-11-03
Global Strategic Investment Solutions, LLC
INCREASED
Shares5,577 from 5,560
Change+17 (+0%)
Value$585.0K (+$49.9K)
Filed 2026-10-16
Retirement Planning Group, LLC
DECREASED
Shares5,561 from 5,574
Change-13 (0%)
Value$583.3K (+$46.8K)
Filed 2026-10-19
Armstrong, Fleming & Moore, Inc
DECREASED
Shares5,551 from 5,643
Change-92 (-2%)
Value$582.3K (+$39.2K)
Filed 2026-10-28
MPS Loria Financial Planners, LLC
DECREASED
Shares5,550 from 5,587
Change-37 (-1%)
Value$582.2K (+$44.2K)
Filed 2026-10-14
Strive Financial Group,LLC
INCREASED
Shares5,540 from 4,663
Change+877 (+19%)
Value$581.1K (+$132.3K)
Filed 2026-11-09
Fell Capital Management
DECREASED
Shares5,537 from 5,912
Change-375 (-6%)
Value$580.8K (+$11.8K)
Filed 2026-10-09
Shade Tree Advisors LLC
NEW
Shares5,535
Change+5,535
Value$580.6K
Filed 2026-10-22
Orrstown Financial Services Inc
DECREASED
Shares5,534 from 5,579
Change-45 (-1%)
Value$580.5K (+$43.5K)
Filed 2026-10-14
Lantz Financial LLC
INCREASED
Shares5,511 from 5,508
Change+3 (+0%)
Value$578.1K (+$47.9K)
Filed 2026-10-15
New Covenant Trust Company, N.A.
DECREASED
Shares5,495 from 5,625
Change-130 (-2%)
Value$576.4K (+$35.0K)
Filed 2026-10-08
Golden State Wealth Management, LLC
DECREASED
Shares5,490 from 5,691
Change-201 (-4%)
Value$576.0K (+$28.2K)
Filed 2026-11-02
Cornerstone Advisory, LLC
INCREASED
Shares5,423 from 5,403
Change+20 (+0%)
Value$568.9K (+$48.8K)
Filed 2026-11-06
Delta Investment Management, LLC
INCREASED
Shares5,391 from 5,386
Change+5 (+0%)
Value$565.5K (+$47.1K)
Filed 2026-11-09
Income Insurance Ltd
UNCHANGED
Shares5,391 from 5,391
Change0 (0%)
Value$565.5K (+$46.6K)
Filed 2026-10-21
Ellis Investment Partners, LLC
INCREASED
Shares5,388 from 5,212
Change+176 (+3%)
Value$565.2K (+$63.5K)
Filed 2026-10-21
Gilpin Wealth Management, LLC
DECREASED
Shares5,386 from 5,487
Change-101 (-2%)
Value$565.0K (+$36.9K)
Filed 2026-10-09
Riversedge Advisors, LLC
INCREASED
Shares5,381 from 2,387
Change+2,994 (+125%)
Value$564.5K (+$334.7K)
Filed 2026-10-09
Fulton Breakefield Broenniman LLC
INCREASED
Shares5,364 from 5,117
Change+247 (+5%)
Value$562.7K (+$70.2K)
Filed 2026-11-03
Benedict Financial Advisors Inc
DECREASED
Shares5,360 from 10,057
Change-4,697 (-47%)
Value$562.2K (-$405.8K)
Filed 2026-10-07
Smallwood Wealth Investment Management, LLC
INCREASED
Shares5,356 from 5,309
Change+47 (+1%)
Value$561.9K (+$50.9K)
Filed 2026-10-30
Encompass Wealth Advisors, LLC
INCREASED
Shares5,344 from 2,632
Change+2,712 (+103%)
Value$560.6K (+$307.2K)
Filed 2026-10-15
RKL Wealth Management LLC
INCREASED
Shares5,343 from 5,302
Change+41 (+1%)
Value$560.5K (+$50.2K)
Filed 2026-10-16
Nadler Financial Group, Inc.
INCREASED
Shares5,329 from 5,010
Change+319 (+6%)
Value$559.1K (+$76.8K)
Filed 2026-10-23
Ridgecrest Wealth Partners, LLC
INCREASED
Shares5,314 from 5,050
Change+264 (+5%)
Value$557.5K (+$71.4K)
Filed 2026-10-19
Midland Wealth Advisors, LLC
DECREASED
Shares5,302 from 6,322
Change-1,020 (-16%)
Value$556.2K (-$52.3K)
Filed 2026-10-26
Opinicus Capital, Inc.
DECREASED
Shares5,291 from 5,342
Change-51 (-1%)
Value$555.0K (+$40.9K)
Filed 2026-10-28
Barton Investment Management
UNCHANGED
Shares5,289 from 5,289
Change0 (0%)
Value$554.8K (+$45.8K)
Filed 2026-10-27
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares5,288 from 5,400
Change-112 (-2%)
Value$554.7K (+$34.9K)
Filed 2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares5,235 from 5,205
Change+30 (+1%)
Value$549.2K (+$44.3K)
Filed 2026-10-30
Annex Advisory Services, LLC
INCREASED
Shares5,223 from 3,595
Change+1,628 (+45%)
Value$547.9K (+$201.9K)
Filed 2026-10-16
Archford Capital Strategies, LLC
INCREASED
Shares5,205 from 4,570
Change+635 (+14%)
Value$546.0K (+$106.1K)
Filed 2026-10-19
Westside Investment Management, Inc.
DECREASED
Shares5,201 from 5,250
Change-49 (-1%)
Value$544.2K (+$38.8K)
Filed 2026-11-02
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares5,194 from 5,194
Change0 (0%)
Value$544.9K (+$44.9K)
Filed 2026-10-23
Lawood & Co
DECREASED
Shares5,191 from 5,534
Change-343 (-6%)
Value$544.5K (+$11.9K)
Filed 2026-10-09
Zullo Investment Group, Inc.
DECREASED
Shares5,183 from 5,429
Change-246 (-5%)
Value$543.7K (+$21.1K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares5,179 from 4,846
Change+333 (+7%)
Value$543.3K (+$76.9K)
Filed 2026-10-27
Connecticut Capital Management Group, LLC
INCREASED
Shares5,171 from 5,167
Change+4 (+0%)
Value$542.4K (+$45.1K)
Filed 2026-10-29
Acadian Asset Management LLC
DECREASED
Shares5,165 from 580,397
Change-575,232 (-99%)
Value$541.0K (-$55.3M)
Filed 2026-11-09
Arista Wealth Management, LLC
INCREASED
Shares5,163 from 5,096
Change+67 (+1%)
Value$541.6K (+$51.2K)
Filed 2026-10-29
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares5,153 from 5,272
Change-119 (-2%)
Value$540.5K (+$33.1K)
Filed 2026-10-29
TigerOak Management, L.L.C.
INCREASED
Shares5,152 from 4,988
Change+164 (+3%)
Value$540.4K (+$60.4K)
Filed 2026-10-23
Charles Schwab Trust Co
NEW
Shares5,136
Change+5,136
Value$538.8K
Filed 2026-10-15
American State Bank (Iowa)
INCREASED
Shares5,110 from 4,112
Change+998 (+24%)
Value$536.0K (+$140.3K)
Filed 2026-11-03
Aire Advisors, LLC
DECREASED
Shares5,105 from 5,223
Change-118 (-2%)
Value$535.5K (+$32.8K)
Filed 2026-10-22
Zevenbergen Capital Investments LLC
DECREASED
Shares5,088 from 5,423
Change-335 (-6%)
Value$533.7K (+$11.8K)
Filed 2026-10-08
Correct Capital Wealth Management
DECREASED
Shares5,068 from 5,126
Change-58 (-1%)
Value$531.6K (+$38.3K)
Filed 2026-11-02
First Command Advisory Services, Inc.
INCREASED
Shares5,067 from 3,808
Change+1,259 (+33%)
Value$531.5K (+$165.0K)
Filed 2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED
Shares5,063 from 5,063
Change0 (0%)
Value$531.1K (+$43.8K)
Filed 2026-10-23
Greykasell Wealth Strategies, Inc.
INCREASED
Shares5,053 from 5,050
Change+3 (+0%)
Value$530.1K (+$44.1K)
Filed 2026-11-09
Swiss RE LTD
INCREASED
Shares5,048 from 3,071
Change+1,977 (+64%)
Value$529.5K (+$234.0K)
Filed 2026-11-06
Silverlake Wealth Management LLC
DECREASED
Shares5,033 from 5,687
Change-654 (-11%)
Value$528.0K (-$19.3K)
Filed 2026-10-21
Millennium Capital Advisors, LLC
DECREASED
Shares5,033 from 5,377
Change-344 (-6%)
Value$528.0K (+$10.4K)
Filed 2026-10-16
Allegheny Financial Group
INCREASED
Shares5,020 from 4,843
Change+177 (+4%)
Value$526.6K (+$60.4K)
Filed 2026-11-05
Gables Capital Management Inc.
DECREASED
Shares5,011 from 5,181
Change-170 (-3%)
Value$525.7K (+$27.0K)
Filed 2026-11-04
Landaas & Co
DECREASED
Shares5,007 from 5,801
Change-794 (-14%)
Value$525.3K (-$33.1K)
Filed 2026-10-29
Allegiance Financial Group Advisory Services LLC
NEW
Shares4,983
Change+4,983
Value$522.7K
Filed 2026-11-02
Triumph Capital Management
DECREASED
Shares4,966 from 5,669
Change-703 (-12%)
Value$520.9K (-$24.7K)
Filed 2026-10-14
Riggs Asset Managment Co. Inc.
UNCHANGED
Shares4,960 from 4,960
Change0 (0%)
Value$520.3K (+$42.9K)
Filed 2026-11-05
Secure Asset Management, LLC
DECREASED
Shares4,954 from 5,448
Change-494 (-9%)
Value$519.7K (-$4.6K)
Filed 2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED
Shares4,944 from 7,176
Change-2,232 (-31%)
Value$518.6K (-$172.1K)
Filed 2026-11-02
IFG Advisory, LLC
INCREASED
Shares4,930 from 4,783
Change+147 (+3%)
Value$517.2K (+$56.8K)
Filed 2026-11-09
Argentarii, LLC
DECREASED
Shares4,930 from 5,006
Change-76 (-2%)
Value$517.1K (-$1.1K)
Filed 2026-10-28
TT Capital Management LLC
DECREASED
Shares4,930 from 5,006
Change-76 (-2%)
Value$517.1K (+$35.3K)
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares4,925 from 4,894
Change+31 (+1%)
Value$516.7K (+$45.6K)
Filed 2026-10-08
IFG Advisors, LLC
INCREASED
Shares4,922 from 4,921
Change+1 (+0%)
Value$516.3K (+$42.7K)
Filed 2026-10-15
River Wealth Advisors LLC
DECREASED
Shares4,919 from 5,321
Change-402 (-8%)
Value$516.0K (+$3.9K)
Filed 2026-11-09
Werba Rubin Papier Wealth Management
DECREASED
Shares4,915 from 5,036
Change-121 (-2%)
Value$515.6K (+$30.9K)
Filed 2026-11-06
NBH Bank
INCREASED
Shares4,906 from 4,756
Change+150 (+3%)
Value$514.6K (+$56.9K)
Filed 2026-11-05
Morton Capital Management LLC
DECREASED
Shares4,902 from 4,994
Change-92 (-2%)
Value$514.2K (+$33.6K)
Filed 2026-10-23
DeDora Capital, Inc.
DECREASED
Shares4,898 from 5,023
Change-125 (-2%)
Value$513.8K (+$30.3K)
Filed 2026-10-26
Ashurst Perkins Coie Trust Co
DECREASED
Shares4,885 from 22,581
Change-17,696 (-78%)
Value$512.4K (-$1.7M)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares4,857 from 4,738
Change+119 (+3%)
Value$538.7K (+$70.2K)
Filed 2026-11-02
Norway Savings Bank
DECREASED
Shares4,856 from 5,101
Change-245 (-5%)
Value$509.4K (+$18.4K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED
Shares4,800 from 6,192
Change-1,392 (-22%)
Value$503.5K (-$92.5K)
Filed 2026-11-04
Meritas Wealth Management, LLC
DECREASED
Shares4,800 from 5,060
Change-260 (-5%)
Value$503.5K (+$16.5K)
Filed 2026-10-14
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares4,797 from 7,546
Change-2,749 (-36%)
Value$503.2K (-$223.1K)
Filed 2026-11-06
Global Financial Private Client, LLC
DECREASED
Shares4,765 from 4,816
Change-51 (-1%)
Value$499.8K (+$36.3K)
Filed 2026-10-15
Valley National Advisers Inc
DECREASED
Shares4,760 from 23,227
Change-18,467 (-80%)
Value$499.3K (-$1.7M)
Filed 2026-10-23
Southland Equity Partners LLC
DECREASED
Shares4,760 from 4,849
Change-89 (-2%)
Value$499.3K (+$32.5K)
Filed 2026-10-14
West Paces Advisors Inc.
DECREASED
Shares4,752 from 4,760
Change-8 (0%)
Value$498.5K (+$40.3K)
Filed 2026-10-13
GW Henssler & Associates LTD
DECREASED
Shares4,739 from 4,887
Change-148 (-3%)
Value$497.1K (+$26.7K)
Filed 2026-10-26
Formidable Asset Management, LLC
DECREASED
Shares4,738 from 4,964
Change-226 (-5%)
Value$456.0K (-$22.4K)
Filed 2026-11-03
Parisi Gray Wealth Management
DECREASED
Shares4,735 from 4,781
Change-46 (-1%)
Value$496.7K (+$36.4K)
Filed 2026-10-16
Maia Wealth LLC
DECREASED
Shares4,724 from 7,629
Change-2,905 (-38%)
Value$495.5K (-$238.8K)
Filed 2026-10-19
LJI Wealth Management, LLC
DECREASED
Shares4,720 from 6,184
Change-1,464 (-24%)
Value$495.1K (-$100.1K)
Filed 2026-10-28
Raleigh Capital Management Inc.
DECREASED
Shares4,712 from 4,738
Change-26 (-1%)
Value$494.3K (+$38.3K)
Filed 2026-10-28
Balefire, LLC
DECREASED
Shares4,704 from 4,792
Change-88 (-2%)
Value$493.4K (+$32.2K)
Filed 2026-10-09
Falcon Wealth Planning
INCREASED
Shares4,683 from 3,793
Change+890 (+23%)
Value$491.3K (+$126.2K)
Filed 2026-11-06
Great Diamond Partners, LLC
DECREASED
Shares4,682 from 4,684
Change-2 (0%)
Value$491.2K (+$40.3K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
DECREASED
Shares4,679 from 4,755
Change-76 (-2%)
Value$490.8K (+$33.2K)
Filed 2026-10-13
Narwhal Capital Management
DECREASED
Shares4,676 from 6,211
Change-1,535 (-25%)
Value$490.6K (-$107.3K)
Filed 2026-11-04
Apollon Financial, LLC
DECREASED
Shares4,672 from 5,341
Change-669 (-13%)
Value$490.1K (-$24.0K)
Filed 2026-10-23
First Community Trust NA
UNCHANGED
Shares4,671 from 4,671
Change0 (0%)
Value$490.0K (+$40.4K)
Filed 2026-10-07
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares4,626 from 4,712
Change-86 (-2%)
Value$485.3K (+$31.7K)
Filed 2026-10-22
Trilogy Capital Inc.
INCREASED
Shares4,624 from 3,179
Change+1,445 (+45%)
Value$485.0K (+$179.1K)
Filed 2026-10-20
BLB&B Advisors, LLC
INCREASED
Shares4,617 from 4,343
Change+274 (+6%)
Value$484.3K (+$66.3K)
Filed 2026-10-27
Jm2 Capital Inc.
DECREASED
Shares4,607 from 4,939
Change-332 (-7%)
Value$483.3K (+$7.9K)
Filed 2026-10-14
Harvey Investment Co LLC
UNCHANGED
Shares4,606 from 4,606
Change0 (0%)
Value$483.0K (+$40.0K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED
Shares4,588 from 6,070
Change-1,482 (-24%)
Value$481.3K (-$103.0K)
Filed 2026-11-04
Jacksonville Wealth Management, LLC
INCREASED
Shares4,587 from 4,581
Change+6 (+0%)
Value$481.2K (+$40.3K)
Filed 2026-10-30
High Net Worth Advisory Group LLC
INCREASED
Shares4,586 from 4,585
Change+1 (+0%)
Value$481.1K (+$39.7K)
Filed 2026-10-26
Capstone Wealth Management, LLC
NEW
Shares4,575
Change+4,575
Value$479.9K
Filed 2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares4,571 from 5,251
Change-680 (-13%)
Value$479.5K (-$25.9K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares4,564 from 2,793
Change+1,771 (+63%)
Value$478.7K (+$209.9K)
Filed 2026-10-26
Amplius Wealth Advisors, LLC
INCREASED
Shares4,560 from 4,065
Change+495 (+12%)
Value$478.4K (+$87.1K)
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares4,558 from 4,831
Change-273 (-6%)
Value$478.1K (+$13.1K)
Filed 2026-10-15
First United Bank & Trust
DECREASED
Shares4,548 from 4,711
Change-163 (-3%)
Value$477.1K (+$23.7K)
Filed 2026-10-22
Brown, Lisle Ings, Inc.
INCREASED
Shares4,546 from 4,418
Change+128 (+3%)
Value$476.9K (+$51.6K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
DECREASED
Shares4,542 from 5,050
Change-508 (-10%)
Value$476.4K (-$9.7K)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares4,540 from 4,800
Change-260 (-5%)
Value$476.2K (+$14.2K)
Filed 2026-10-26
Marino, Stram & Associates LLC
INCREASED
Shares4,539 from 4,536
Change+3 (+0%)
Value$476.2K (+$39.6K)
Filed 2026-10-22
Sendero Wealth Management, LLC
INCREASED
Shares4,511 from 4,498
Change+13 (+0%)
Value$473.2K (+$40.3K)
Filed 2026-10-14
Pacific Sage Partners, LLC
INCREASED
Shares4,497 from 4,477
Change+20 (+0%)
Value$471.7K (+$40.8K)
Filed 2026-10-21
BCS Private Wealth Management, Inc.
INCREASED
Shares4,478 from 3,100
Change+1,378 (+44%)
Value$469.7K (+$169.0K)
Filed 2026-11-09
Stone Summit Wealth LLC
DECREASED
Shares4,470 from 6,485
Change-2,015 (-31%)
Value$468.9K (-$155.3K)
Filed 2026-10-14
Deseret Mutual Benefit Administrators
INCREASED
Shares4,468 from 4,388
Change+80 (+2%)
Value$468.7K (+$46.3K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED
Shares4,450 from 4,656
Change-206 (-4%)
Value$466.8K (+$18.7K)
Filed 2026-10-19
Cheviot Value Management, LLC
INCREASED
Shares4,441 from 4,092
Change+349 (+9%)
Value$465.8K (+$72.0K)
Filed 2026-11-09
Summit Wealth Group LLC / Co
INCREASED
Shares4,430 from 4,052
Change+378 (+9%)
Value$464.7K (+$74.7K)
Filed 2026-10-29
Aull & Monroe Investment Management Corp
UNCHANGED
Shares4,425 from 4,425
Change0 (0%)
Value$464.2K (+$38.3K)
Filed 2026-10-16
National Wealth Management Group, LLC
DECREASED
Shares4,407 from 4,494
Change-87 (-2%)
Value$462.3K (+$29.7K)
Filed 2026-10-26
MSH Capital Advisors LLC
DECREASED
Shares4,400 from 4,588
Change-188 (-4%)
Value$461.5K (+$19.9K)
Filed 2026-11-03
Manchester Financial Inc
UNCHANGED
Shares4,397 from 4,397
Change0 (0%)
Value$461.2K (+$38.0K)
Filed 2026-10-15
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares4,395 from 4,565
Change-170 (-4%)
Value$461.0K (+$21.6K)
Filed 2026-10-09
Hall Capital Management Co Inc
DECREASED
Shares4,394 from 4,553
Change-159 (-3%)
Value$460.9K (+$22.7K)
Filed 2026-11-09
Clarity Wealth Advisors, LLC
DECREASED
Shares4,356 from 4,693
Change-337 (-7%)
Value$456.9K (+$5.2K)
Filed 2026-10-21
Altus Wealth Group LLC
DECREASED
Shares4,356 from 4,645
Change-289 (-6%)
Value$457.0K (+$9.9K)
Filed 2026-10-20
Drive Wealth Management, LLC
INCREASED
Shares4,353 from 3,641
Change+712 (+20%)
Value$456.6K (+$103.4K)
Filed 2026-11-09
Yoffe Investment Management, LLC
UNCHANGED
Shares4,347 from 4,347
Change0 (0%)
Value$456.0K (+$37.6K)
Filed 2026-11-02
Camden National Bank
DECREASED
Shares4,345 from 4,476
Change-131 (-3%)
Value$455.8K (+$25.0K)
Filed 2026-11-02
Northwest Wealth Management, LLC
INCREASED
Shares4,344 from 2,269
Change+2,075 (+91%)
Value$455.7K (+$237.3K)
Filed 2026-10-30
Childress Capital Advisors, LLC
INCREASED
Shares4,338 from 4,047
Change+291 (+7%)
Value$455.0K (+$65.5K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
DECREASED
Shares4,321 from 4,338
Change-17 (0%)
Value$453.3K (+$35.8K)
Filed 2026-10-20
Warren Street Wealth Advisors, LLC
NEW
Shares4,294
Change+4,294
Value$450.5K
Filed 2026-11-04
Orca Investment Management, LLC
DECREASED
Shares4,293 from 4,370
Change-77 (-2%)
Value$450.3K (+$29.7K)
Filed 2026-10-29
AdvisorNet Financial, Inc
DECREASED
Shares4,288 from 5,293
Change-1,005 (-19%)
Value$467.3K (-$42.2K)
Filed 2026-10-15
Kelleher Financial Advisors
DECREASED
Shares4,278 from 7,616
Change-3,338 (-44%)
Value$448.8K (-$284.2K)
Filed 2026-10-30
State of Wyoming
NEW
Shares4,268
Change+4,268
Value$447.7K
Filed 2026-10-28
Pines Wealth Management, LLC
DECREASED
Shares4,265 from 4,424
Change-159 (-4%)
Value$447.4K (+$21.6K)
Filed 2026-10-21
Bison Wealth, LLC
INCREASED
Shares4,234 from 3,973
Change+261 (+7%)
Value$459.3K (+$72.3K)
Filed 2026-10-13
Baldwin Wealth Partners LLC
DECREASED
Shares4,232 from 4,375
Change-143 (-3%)
Value$443.9K (+$22.8K)
Filed 2026-10-13
Trust Co of Oklahoma
DECREASED
Shares4,227 from 4,328
Change-101 (-2%)
Value$443.4K (+$26.8K)
Filed 2026-10-15
Check Capital Management Inc
DECREASED
Shares4,212 from 900,348
Change-896,136 (-100%)
Value$441.8K (-$86.2M)
Filed 2026-11-05
Wealth Advisory Solutions, LLC
DECREASED
Shares4,207 from 4,211
Change-4 (0%)
Value$441.3K (+$36.0K)
Filed 2026-10-20
Hobart Private Capital, LLC
DECREASED
Shares4,206 from 4,235
Change-29 (-1%)
Value$441.2K (+$33.6K)
Filed 2026-10-19
Bernardo Wealth Planning LLC
NEW
Shares4,200
Change+4,200
Value$440.5K
Filed 2026-10-23
Salomon & Ludwin, LLC
DECREASED
Shares4,182 from 4,340
Change-158 (-4%)
Value$438.7K (+$23.3K)
Filed 2026-10-29
Summit Securities Group LLC
INCREASED
Shares4,180 from 2,500
Change+1,680 (+67%)
Value$438.5K (+$197.9K)
Filed 2026-11-05
William Mack & Associates, Inc.
INCREASED
Shares4,175 from 4,138
Change+37 (+1%)
Value$437.9K (+$39.7K)
Filed 2026-10-27
Campbell Newman Asset Management Inc
UNCHANGED
Shares4,161 from 4,161
Change0 (0%)
Value$436.5K (+$36.0K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
INCREASED
Shares4,149 from 4,036
Change+113 (+3%)
Value$435.3K (+$46.8K)
Filed 2026-10-20
Mcdonald Partners LLC
DECREASED
Shares4,144 from 4,383
Change-239 (-5%)
Value$434.7K (+$12.8K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
DECREASED
Shares4,135 from 5,607
Change-1,472 (-26%)
Value$433.8K (-$105.9K)
Filed 2026-10-26
Carson Advisory Inc.
DECREASED
Shares4,125 from 4,200
Change-75 (-2%)
Value$432.7K (+$28.5K)
Filed 2026-11-06
Addison Advisors LLC
INCREASED
Shares4,116 from 4,064
Change+52 (+1%)
Value$431.8K (+$40.6K)
Filed 2026-11-06
Burton Enright Welch
INCREASED
Shares4,108 from 4,089
Change+19 (+0%)
Value$431.0K (+$37.4K)
Filed 2026-11-04
Oakmont Investment Advisors, Inc.
INCREASED
Shares4,108 from 4,097
Change+11 (+0%)
Value$431.0K (+$36.5K)
Filed 2026-10-21
TFR Capital, Llc.
DECREASED
Shares4,104 from 4,139
Change-35 (-1%)
Value$430.5K (+$32.1K)
Filed 2026-11-09
Intrua Financial, LLC
DECREASED
Shares4,093 from 6,131
Change-2,038 (-33%)
Value$429.4K (-$160.8K)
Filed 2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW
Shares4,087
Change+4,087
Value$414.2K
Filed 2026-10-15
Advocate Investing Services LLC
INCREASED
Shares4,072 from 4,071
Change+1 (+0%)
Value$427.1K (+$35.3K)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
DECREASED
Shares4,064 from 4,078
Change-14 (0%)
Value$426.3K (+$33.8K)
Filed 2026-10-30
Harold Davidson & Associates Inc.
DECREASED
Shares4,062 from 4,145
Change-83 (-2%)
Value$426.2K (+$27.2K)
Filed 2026-10-29
Essential Partners LLC
INCREASED
Shares4,061 from 124
Change+3,937 (+3175%)
Value$426.0K (+$414.1K)
Filed 2026-10-14
Lionshead Wealth Management, LLC
DECREASED
Shares4,057 from 4,068
Change-11 (0%)
Value$425.7K (+$31.0K)
Filed 2026-10-21
Abel Hall, LLC
INCREASED
Shares4,043 from 2,929
Change+1,114 (+38%)
Value$424.1K (+$142.2K)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
DECREASED
Shares4,036 from 4,082
Change-46 (-1%)
Value$423.3K (+$30.4K)
Filed 2026-10-21
Smith Chas P & Associates PA Cpas
INCREASED
Shares4,027 from 3,611
Change+416 (+12%)
Value$445.3K (+$97.8K)
Filed 2026-10-22
BIP Wealth, LLC
DECREASED
Shares4,026 from 4,202
Change-176 (-4%)
Value$422.3K (+$17.9K)
Filed 2026-10-22
Atwood & Palmer Inc
INCREASED
Shares4,024 from 1,524
Change+2,500 (+164%)
Value$422.1K (+$275.4K)
Filed 2026-10-08
Client 1ST Advisory Group, LLC
DECREASED
Shares4,020 from 4,393
Change-373 (-8%)
Value$421.7K (-$1.1K)
Filed 2026-10-19
Aufman Associates Inc
INCREASED
Shares4,017 from 4,000
Change+17 (+0%)
Value$421.4K (+$36.4K)
Filed 2026-11-04
Financial Management Network Inc
INCREASED
Shares4,016 from 3,998
Change+18 (+0%)
Value$410.4K (+$19.9K)
Filed 2026-10-09
T3 Companies, LLC
NEW
Shares4,000
Change+4,000
Value$419.6K
Filed 2026-10-22
Professional Advisory Services Inc
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$420.0K (+$419.6K)
Filed 2026-10-08
Haven Private, LLC
INCREASED
Shares3,999 from 3,799
Change+200 (+5%)
Value$419.5K (+$53.8K)
Filed 2026-10-27
Foguth Wealth Management, Llc.
DECREASED
Shares3,999 from 4,035
Change-36 (-1%)
Value$442.2K (+$53.2K)
Filed 2026-10-19
Fiduciary Alliance LLC
DECREASED
Shares3,998 from 4,965
Change-967 (-19%)
Value$419.4K (-$58.5K)
Filed 2026-10-13
Clean Yield Group
UNCHANGED
Shares3,997 from 3,997
Change0 (0%)
Value$419.3K (+$34.6K)
Filed 2026-10-28
L. Roy Papp & Associates, LLP
DECREASED
Shares3,989 from 4,154
Change-165 (-4%)
Value$418.5K (+$18.7K)
Filed 2026-10-21
Detalus Advisors, LLC
DECREASED
Shares3,983 from 4,056
Change-73 (-2%)
Value$417.8K (+$27.4K)
Filed 2026-10-15
Grantvest Financial Group LLC
DECREASED
Shares3,969 from 4,048
Change-79 (-2%)
Value$416.3K (+$26.8K)
Filed 2026-10-21
AM Investment Strategies LLC
DECREASED
Shares3,957 from 3,958
Change-1 (0%)
Value$415.0K (+$414.6K)
Filed 2026-11-05
Financial Harvest, LLC
INCREASED
Shares3,953 from 2,640
Change+1,313 (+50%)
Value$414.7K (+$160.5K)
Filed 2026-10-15
Dorato Capital Management
INCREASED
Shares3,953 from 3,951
Change+2 (+0%)
Value$414.1K (+$36.3K)
Filed 2026-10-08
Argent Capital Management LLC
UNCHANGED
Shares3,950 from 3,950
Change0 (0%)
Value$414.4K (+$34.2K)
Filed 2026-10-05
Balboa Wealth Partners
DECREASED
Shares3,945 from 4,004
Change-59 (-1%)
Value$413.8K (+$28.4K)
Filed 2026-10-20
LifeWealth Investments, LLC
DECREASED
Shares3,932 from 4,293
Change-361 (-8%)
Value$412.5K (-$699)
Filed 2026-10-21
Leisure Capital Management
DECREASED
Shares3,931 from 3,944
Change-13 (0%)
Value$412.4K (+$32.8K)
Filed 2026-11-03
St. Clair Advisors, LLC
INCREASED
Shares3,930 from 3,883
Change+47 (+1%)
Value$412.3K (+$38.5K)
Filed 2026-10-13
Beacon Financial Group
INCREASED
Shares3,928 from 3,539
Change+389 (+11%)
Value$412.0K (+$71.3K)
Filed 2026-10-19
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares3,923 from 4,035
Change-112 (-3%)
Value$411.0K (+$18.0K)
Filed 2026-10-19
Arcataur Capital Management LLC
UNCHANGED
Shares3,918 from 3,918
Change0 (0%)
Value$411.0K (+$33.9K)
Filed 2026-10-21
CWS Financial Advisors, LLC
DECREASED
Shares3,915 from 4,102
Change-187 (-5%)
Value$410.7K (+$15.9K)
Filed 2026-10-16
Interchange Capital Partners, LLC
DECREASED
Shares3,911 from 4,520
Change-609 (-13%)
Value$410.3K (-$24.8K)
Filed 2026-10-28
Thayer Partners, LLC / MA
INCREASED
Shares3,902 from 3,571
Change+331 (+9%)
Value$409.4K (+$65.7K)
Filed 2026-11-06
Thrive Wealth Management, LLC
INCREASED
Shares3,901 from 3,742
Change+159 (+4%)
Value$409.3K (+$49.1K)
Filed 2026-10-13
Rahlfs Capital, LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$409.1K (+$33.7K)
Filed 2026-10-23
Miller Global Investments, LLC
DECREASED
Shares3,896 from 3,953
Change-57 (-1%)
Value$408.7K (+$28.2K)
Filed 2026-10-02
Davis Investment Partners, LLC
UNCHANGED
Shares3,890 from 3,890
Change0 (0%)
Value$408.1K (+$33.6K)
Filed 2026-11-05
Xcel Wealth Management, LLC
DECREASED
Shares3,878 from 7,365
Change-3,487 (-47%)
Value$406.8K (-$302.1K)
Filed 2026-10-26
iA Global Asset Management Inc.
NEW
Shares3,871
Change+3,871
Value$406.0K
Filed 2026-10-29
M.E. Allison & Co., Inc.
DECREASED
Shares3,868 from 3,968
Change-100 (-3%)
Value$405.8K (+$23.8K)
Filed 2026-10-09
Rose Capital Advisors LLC
NEW
Shares3,843
Change+3,843
Value$403.3K
Filed 2026-11-04
Shum Financial Group, Inc.
DECREASED
Shares3,842 from 4,499
Change-657 (-15%)
Value$403.0K (-$30.0K)
Filed 2026-10-13
Indiana Trust & Investment Management Co
DECREASED
Shares3,831 from 4,212
Change-381 (-9%)
Value$401.9K (-$3.5K)
Filed 2026-10-22
Sun Group Wealth Partners
DECREASED
Shares3,822 from 4,252
Change-430 (-10%)
Value$401.0K (-$8.4K)
Filed 2026-10-26
Kimelman & Baird, LLC
DECREASED
Shares3,816 from 3,951
Change-135 (-3%)
Value$400.3K (+$20.0K)
Filed 2026-11-03
Capital Advantage, Inc.
NEW
Shares3,813
Change+3,813
Value$400.0K
Filed 2026-10-14
Cairn Investment Group, Inc.
UNCHANGED
Shares3,810 from 3,810
Change0 (0%)
Value$400.0K (+$34.0K)
Filed 2026-11-04
Orca Wealth Management, LLC
DECREASED
Shares3,797 from 3,834
Change-37 (-1%)
Value$398.3K (+$29.3K)
Filed 2026-10-14
Denver PWM, LLC
UNCHANGED
Shares3,794 from 3,794
Change0 (0%)
Value$398.0K (-$7.4K)
Filed 2026-10-22
Clearwater Capital Advisors, LLC
INCREASED
Shares3,784 from 3,733
Change+51 (+1%)
Value$396.9K (+$37.6K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
UNCHANGED
Shares3,778 from 3,778
Change0 (0%)
Value$396.3K (+$32.7K)
Filed 2026-10-13
Quadcap Wealth Management, LLC
DECREASED
Shares3,776 from 4,084
Change-308 (-8%)
Value$396.1K (+$3.0K)
Filed 2026-11-02
Cape ANN Savings Bank
DECREASED
Shares3,766 from 3,933
Change-167 (-4%)
Value$395.1K (+$16.5K)
Filed 2026-11-09
Willow Creek Wealth Management Inc.
DECREASED
Shares3,764 from 4,648
Change-884 (-19%)
Value$394.9K (-$52.5K)
Filed 2026-10-26
55 North Private Wealth, LLC
DECREASED
Shares3,751 from 4,316
Change-565 (-13%)
Value$393.5K (-$21.9K)
Filed 2026-10-20
Asempa Wealth Advisors
INCREASED
Shares3,744 from 3,741
Change+3 (+0%)
Value$379.4K (+$19.4K)
Filed 2026-10-07
WealthCare Investment Partners, LLC
DECREASED
Shares3,742 from 3,806
Change-64 (-2%)
Value$392.5K (+$26.1K)
Filed 2026-11-05
Kelman-Lazarov, Inc.
INCREASED
Shares3,739 from 3,261
Change+478 (+15%)
Value$392.2K (+$78.4K)
Filed 2026-11-09
Sunpointe, LLC
DECREASED
Shares3,738 from 4,141
Change-403 (-10%)
Value$392.1K (-$6.5K)
Filed 2026-10-22
First Financial Corp
UNCHANGED
Shares3,737 from 3,737
Change0 (0%)
Value$392.0K (+$32.3K)
Filed 2026-10-13
West Wealth Group, LLC
DECREASED
Shares3,734 from 5,519
Change-1,785 (-32%)
Value$391.7K (-$139.6K)
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
DECREASED
Shares3,731 from 3,866
Change-135 (-3%)
Value$391.3K (+$19.3K)
Filed 2026-10-20
RPG Investment Advisory, LLC
INCREASED
Shares3,729 from 2,694
Change+1,035 (+38%)
Value$391.2K (+$131.9K)
Filed 2026-10-21
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares3,726 from 3,726
Change0 (0%)
Value$390.9K (+$32.2K)
Filed 2026-10-26
Center for Financial Planning, Inc.
INCREASED
Shares3,700 from 3,679
Change+21 (+1%)
Value$388.1K (+$34.0K)
Filed 2026-10-26
Fortis Capital Advisors, LLC
INCREASED
Shares3,697 from 3,477
Change+220 (+6%)
Value$387.8K (+$53.2K)
Filed 2026-11-09
McClarren Financial Advisors, Inc.
INCREASED
Shares3,690 from 3,685
Change+5 (+0%)
Value$387.1K (+$32.4K)
Filed 2026-10-15
Independence Wealth Advisors, LLC
DECREASED
Shares3,671 from 3,685
Change-14 (0%)
Value$385.1K (+$30.4K)
Filed 2026-10-29
CFS Investment Advisory Services, LLC
INCREASED
Shares3,660 from 3,611
Change+49 (+1%)
Value$380.8K (+$21.5K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares3,648 from 3,301
Change+347 (+11%)
Value$382.7K (+$61.9K)
Filed 2026-11-02
Wealth Dimensions Group, Ltd.
DECREASED
Shares3,634 from 3,640
Change-6 (0%)
Value$381.2K (+$30.8K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED
Shares3,623 from 3,571
Change+52 (+1%)
Value$380.1K (+$36.4K)
Filed 2026-10-21
Waldron Private Wealth LLC
INCREASED
Shares3,617 from 3,464
Change+153 (+4%)
Value$379.4K (+$46.0K)
Filed 2026-11-02
Flynn Zito Capital Management, LLC
DECREASED
Shares3,603 from 3,645
Change-42 (-1%)
Value$378.0K (+$27.2K)
Filed 2026-11-04
Northland Securities, Inc.
UNCHANGED
Shares3,603 from 3,603
Change0 (0%)
Value$378.0K (+$31.2K)
Filed 2026-11-02
Oxler Private Wealth LLC
DECREASED
Shares3,585 from 3,816
Change-231 (-6%)
Value$376.0K (+$8.7K)
Filed 2026-10-21
Kaufman Rossin Wealth, LLC
NEW
Shares3,583
Change+3,583
Value$375.9K
Filed 2026-10-19
Marietta Wealth Management, LLC
UNCHANGED
Shares3,583 from 3,583
Change0 (0%)
Value$390.5K (+$45.6K)
Filed 2026-10-22
Sheets Smith Wealth Management
INCREASED
Shares3,579 from 3,526
Change+53 (+2%)
Value$375.4K (+$36.0K)
Filed 2026-10-16
Eagle Wealth Strategies LLC
INCREASED
Shares3,563 from 3,520
Change+43 (+1%)
Value$373.8K (+$35.0K)
Filed 2026-10-20
GK Wealth Management LLC
DECREASED
Shares3,561 from 4,097
Change-536 (-13%)
Value$373.5K (-$20.8K)
Filed 2026-10-09
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares3,548 from 3,548
Change0 (0%)
Value$372.2K (+$30.7K)
Filed 2026-10-27
MV Capital Management, Inc.
DECREASED
Shares3,546 from 3,589
Change-43 (-1%)
Value$372.0K (+$26.5K)
Filed 2026-10-29
Elevated Capital Advisors, LLC
DECREASED
Shares3,545 from 4,119
Change-574 (-14%)
Value$371.9K (-$24.6K)
Filed 2026-11-04
Barrett & Company, Inc.
INCREASED
Shares3,540 from 3,521
Change+19 (+1%)
Value$371.4K (+$32.5K)
Filed 2026-10-22
Kooman & Associates
INCREASED
Shares3,534 from 3,521
Change+13 (+0%)
Value$370.8K (+$31.8K)
Filed 2026-10-21
Hudock, Inc.
INCREASED
Shares3,532 from 3,403
Change+129 (+4%)
Value$370.6K (+$43.0K)
Filed 2026-10-14
Alpha Omega Wealth Management LLC
DECREASED
Shares3,525 from 4,750
Change-1,225 (-26%)
Value$369.8K (-$87.4K)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED
Shares3,521 from 3,378
Change+143 (+4%)
Value$369.4K (+$44.2K)
Filed 2026-10-13
Bernicke Wealth Management, Ltd.
DECREASED
Shares3,520 from 3,886
Change-366 (-9%)
Value$369.2K (-$4.8K)
Filed 2026-11-06
Miramontes Capital, LLC
DECREASED
Shares3,519 from 4,088
Change-569 (-14%)
Value$369.1K (-$24.4K)
Filed 2026-10-19
Investment House LLC
DECREASED
Shares3,517 from 4,717
Change-1,200 (-25%)
Value$368.9K (-$85.1K)
Filed 2026-10-21
Crumly & Associates Inc.
NEW
Shares3,512
Change+3,512
Value$368.4K
Filed 2026-10-07
Grace & White Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$367.2K (+$30.3K)
Filed 2026-10-23
Arnhold LLC
DECREASED
Shares3,484 from 4,005
Change-521 (-13%)
Value$365.5K (-$20.0K)
Filed 2026-10-26
Tobam
NEW
Shares3,456
Change+3,456
Value$363.0K
Filed 2026-11-03
J. R. Prunier Capital Management LLC
UNCHANGED
Shares3,453 from 3,453
Change0 (0%)
Value$362.2K (+$29.9K)
Filed 2026-11-09
Bond & Devick Financial Network, Inc.
INCREASED
Shares3,443 from 3,442
Change+1 (+0%)
Value$361.2K (+$29.9K)
Filed 2026-10-23
Inscription Capital, LLC
DECREASED
Shares3,441 from 7,093
Change-3,652 (-51%)
Value$360.9K (-$321.7K)
Filed 2026-11-02
Goldstein Advisors, LLC
DECREASED
Shares3,438 from 4,546
Change-1,108 (-24%)
Value$360.6K (-$76.9K)
Filed 2026-10-15
Francis Financial, Inc.
INCREASED
Shares3,438 from 2,879
Change+559 (+19%)
Value$360.6K (+$83.5K)
Filed 2026-11-09
Burford Brothers, Inc.
INCREASED
Shares3,436 from 3,411
Change+25 (+1%)
Value$360.4K (+$32.1K)
Filed 2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED
Shares3,424 from 4,554
Change-1,130 (-25%)
Value$359.2K (-$82.6K)
Filed 2026-10-28
Nfsg Corp
DECREASED
Shares3,384 from 7,221
Change-3,837 (-53%)
Value$354.9K (-$340.1K)
Filed 2026-10-15
Cohen Investment Advisors LLC
DECREASED
Shares3,379 from 28,329
Change-24,950 (-88%)
Value$354.5K (-$2.4M)
Filed 2026-10-20
Dillon & Associates Inc
DECREASED
Shares3,377 from 3,397
Change-20 (-1%)
Value$355.0K (+$29.0K)
Filed 2026-10-22
Investment Research Partners LLC
DECREASED
Shares3,376 from 3,476
Change-100 (-3%)
Value$354.1K (+$19.5K)
Filed 2026-10-19
True North Advisors, LLC
DECREASED
Shares3,365 from 3,975
Change-610 (-15%)
Value$353.0K (-$29.6K)
Filed 2026-10-22
TSG Advice Partners, LLC
NEW
Shares3,358
Change+3,358
Value$323.2K
Filed 2026-10-29
Gemmer Asset Management LLC
INCREASED
Shares3,354 from 3,153
Change+201 (+6%)
Value$351.9K (+$48.4K)
Filed 2026-10-16
Cpwa, LLC
INCREASED
Shares3,347 from 3,138
Change+209 (+7%)
Value$363.1K (+$61.1K)
Filed 2026-11-04
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares3,346 from 3,346
Change0 (0%)
Value$351.0K (+$29.0K)
Filed 2026-10-23
Rayburn West Financial Services LLC
INCREASED
Shares3,345 from 2,606
Change+739 (+28%)
Value$350.9K (+$100.0K)
Filed 2026-11-03
Birch Financial Group, LLC
INCREASED
Shares3,339 from 3,330
Change+9 (+0%)
Value$350.3K (+$29.8K)
Filed 2026-10-27
TCV Trust & Wealth Management, Inc.
DECREASED
Shares3,330 from 3,409
Change-79 (-2%)
Value$349.3K (+$21.2K)
Filed 2026-10-16
Signet Investment Advisory Group, Inc.
DECREASED
Shares3,329 from 3,354
Change-25 (-1%)
Value$349.2K (+$26.4K)
Filed 2026-10-30
SeaBridge Investment Advisors LLC
INCREASED
Shares3,326 from 2,818
Change+508 (+18%)
Value$348.9K (+$77.7K)
Filed 2026-11-02
Keudell ison Wealth Management
DECREASED
Shares3,321 from 4,118
Change-797 (-19%)
Value$348.4K (-$47.9K)
Filed 2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares3,318 from 3,832
Change-514 (-13%)
Value$348.1K (-$20.8K)
Filed 2026-11-03
Prentiss Smith & Co Inc
UNCHANGED
Shares3,315 from 3,315
Change0 (0%)
Value$347.7K (+$28.7K)
Filed 2026-10-27
Generali Investments, Management Co LLC
DECREASED
Shares3,314 from 5,387
Change-2,073 (-38%)
Value$347.6K (-$170.9K)
Filed 2026-10-19
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares3,307 from 3,750
Change-443 (-12%)
Value$346.9K (-$14.0K)
Filed 2026-10-07
Zions Bancorporation, National Association
INCREASED
Shares3,303 from 3,228
Change+75 (+2%)
Value$346.5K (+$35.8K)
Filed 2026-11-06
Central Valley Advisors, LLC
DECREASED
Shares3,286 from 3,850
Change-564 (-15%)
Value$344.7K (-$25.8K)
Filed 2026-10-27
Sigma Investment Counselors Inc
DECREASED
Shares3,286 from 3,582
Change-296 (-8%)
Value$344.7K (-$158)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,285 from 4,353
Change-1,068 (-25%)
Value$344.6K (-$74.4K)
Filed 2026-10-14
Global Assets Advisory, LLC
INCREASED
Shares3,276 from 2,745
Change+531 (+19%)
Value$337.2K (+$72.2K)
Filed 2026-10-28
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares3,273 from 3,211
Change+62 (+2%)
Value$343.3K (+$34.3K)
Filed 2026-10-29
Lodestone Wealth Management LLC
DECREASED
Shares3,272 from 3,480
Change-208 (-6%)
Value$343.3K (+$8.3K)
Filed 2026-10-14
Exchange Bank
DECREASED
Shares3,271 from 3,286
Change-15 (0%)
Value$343.1K (+$26.8K)
Filed 2026-10-07
Shepherd Financial Partners LLC
DECREASED
Shares3,258 from 3,361
Change-103 (-3%)
Value$341.8K (+$18.3K)
Filed 2026-11-03
Guyasuta Investment Advisors Inc
DECREASED
Shares3,247 from 3,468
Change-221 (-6%)
Value$340.6K (+$6.8K)
Filed 2026-10-15
Waterfront Wealth Inc.
DECREASED
Shares3,241 from 3,489
Change-248 (-7%)
Value$360.7K (+$27.1K)
Filed 2026-11-03
Orange Investment Advisors, Inc.
DECREASED
Shares3,235 from 3,335
Change-100 (-3%)
Value$339.4K (+$18.4K)
Filed 2026-10-23
United Community Bank
DECREASED
Shares3,227 from 3,829
Change-602 (-16%)
Value$338.5K (-$30.0K)
Filed 2026-10-28
Taylor Financial Group, Inc.
DECREASED
Shares3,226 from 4,471
Change-1,245 (-28%)
Value$338.4K (-$91.9K)
Filed 2026-11-02
Enterprise Financial Services Corp
DECREASED
Shares3,225 from 3,471
Change-246 (-7%)
Value$338.3K (+$4.2K)
Filed 2026-11-03
Whitener Capital Management, Inc.
DECREASED
Shares3,224 from 3,392
Change-168 (-5%)
Value$338.2K (+$11.7K)
Filed 2026-10-15
MBA Advisors LLC
DECREASED
Shares3,220 from 3,868
Change-648 (-17%)
Value$337.8K (-$34.5K)
Filed 2026-10-29
Kapitalo Investimentos Ltda
UNCHANGED
Shares3,220 from 3,220
Change0 (0%)
Value$337.8K (+$27.9K)
Filed 2026-10-20
Peoples Bank
DECREASED
Shares3,219 from 3,249
Change-30 (-1%)
Value$337.7K (+$25.0K)
Filed 2026-10-09
J. Derek Lewis & Associates Inc.
DECREASED
Shares3,210 from 3,251
Change-41 (-1%)
Value$336.6K (+$23.6K)
Filed 2026-11-03
Traub Capital Management LLC
DECREASED
Shares3,206 from 3,308
Change-102 (-3%)
Value$336.3K (+$17.9K)
Filed 2026-11-09
Beverly Hills Private Wealth, LLC
DECREASED
Shares3,197 from 4,056
Change-859 (-21%)
Value$335.4K (-$55.1K)
Filed 2026-11-04
Ironwood Financial, llc
UNCHANGED
Shares3,197 from 3,197
Change0 (0%)
Value$335.4K (+$28.5K)
Filed 2026-10-20
Vicus Capital
DECREASED
Shares3,181 from 3,183
Change-2 (0%)
Value$333.7K (+$27.4K)
Filed 2026-11-05
Motco
INCREASED
Shares3,179 from 3,117
Change+62 (+2%)
Value$333.5K (+$33.5K)
Filed 2026-11-09
Oregon Pacific Wealth Management, LLC
DECREASED
Shares3,172 from 3,560
Change-388 (-11%)
Value$332.7K (-$9.9K)
Filed 2026-10-20
Wealth Architects, LLC
INCREASED
Shares3,172 from 3,008
Change+164 (+5%)
Value$332.8K (+$43.2K)
Filed 2026-11-03
LeConte Wealth Management, LLC
INCREASED
Shares3,156 from 2,956
Change+200 (+7%)
Value$331.1K (+$46.5K)
Filed 2026-10-20
Mystic Asset Management, Inc.
DECREASED
Shares3,142 from 3,388
Change-246 (-7%)
Value$329.5K (+$3.4K)
Filed 2026-10-15
Trueblood Wealth Management, LLC
DECREASED
Shares3,121 from 3,623
Change-502 (-14%)
Value$327.4K (-$21.3K)
Filed 2026-10-23
Foundation Wealth Management, LLC
DECREASED
Shares3,109 from 4,970
Change-1,861 (-37%)
Value$326.1K (-$152.3K)
Filed 2026-10-22
Phoenix Asset Management Partners Ltd
NEW
Shares3,100
Change+3,100
Value$325.2K
Filed 2026-11-09
Paradigm Asset Management Co LLC
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$325.2K (+$26.8K)
Filed 2026-11-05
Bowen Hanes & Co Inc
DECREASED
Shares3,095 from 7,695
Change-4,600 (-60%)
Value$324.7K (-$417.0K)
Filed 2026-11-09
Grey Ledge Advisors, LLC
DECREASED
Shares3,093 from 3,188
Change-95 (-3%)
Value$324.5K (+$17.7K)
Filed 2026-11-02
Howard Financial Services, Ltd.
INCREASED
Shares3,091 from 2,091
Change+1,000 (+48%)
Value$324.2K (+$122.9K)
Filed 2026-10-15
Seelaus Asset Management LLC
INCREASED
Shares3,090 from 2,423
Change+667 (+28%)
Value$324.1K (+$90.9K)
Filed 2026-10-14
Paragon Capital Management Ltd
DECREASED
Shares3,077 from 3,218
Change-141 (-4%)
Value$322.7K (+$13.0K)
Filed 2026-10-09
LaFleur & Godfrey LLC
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$322.0K (+$26.6K)
Filed 2026-10-27
Corecam AG
UNCHANGED
Shares3,066 from 3,066
Change0 (0%)
Value$321.6K (+$26.5K)
Filed 2026-10-29
Trace Wealth Advisors, LLC
DECREASED
Shares3,062 from 3,562
Change-500 (-14%)
Value$321.2K (-$21.6K)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,060 from 2,499
Change+561 (+22%)
Value$321.0K (+$80.5K)
Filed 2026-11-02
Ledyard National Bank
DECREASED
Shares3,045 from 4,633
Change-1,588 (-34%)
Value$319.4K (-$126.5K)
Filed 2026-10-21
Strathmore Capital Advisors, Inc.
DECREASED
Shares3,044 from 3,600
Change-556 (-15%)
Value$355.4K (+$9.3K)
Filed 2026-11-09
Advisortrust Partners, LLC
NEW
Shares3,039
Change+3,039
Value$318.8K
Filed 2026-11-02
Twelve Points Wealth Management LLC
DECREASED
Shares3,031 from 3,219
Change-188 (-6%)
Value$336.3K (+$26.4K)
Filed 2026-11-03
Inspirion Wealth Advisors, LLC
DECREASED
Shares3,027 from 3,270
Change-243 (-7%)
Value$317.6K (+$4.6K)
Filed 2026-10-09
Westwood Wealth Management
UNCHANGED
Shares3,025 from 3,025
Change0 (0%)
Value$317.3K (+$26.2K)
Filed 2026-10-29
Advisory Resource Group
INCREASED
Shares3,015 from 2,510
Change+505 (+20%)
Value$316.2K (+$74.7K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
INCREASED
Shares3,007 from 2,757
Change+250 (+9%)
Value$315.5K (+$50.1K)
Filed 2026-11-03
Castle Rock Wealth Management, LLC
DECREASED
Shares3,006 from 3,406
Change-400 (-12%)
Value$312.7K (-$13.2K)
Filed 2026-10-09
FAI Advisors, Inc.
INCREASED
Shares2,996 from 2,870
Change+126 (+4%)
Value$314.3K (+$38.0K)
Filed 2026-10-27
Financial Freedom, LLC
INCREASED
Shares2,990 from 2,986
Change+4 (+0%)
Value$313.6K (+$26.2K)
Filed 2026-11-06
Security Financial Services, Inc.
DECREASED
Shares2,985 from 3,073
Change-88 (-3%)
Value$313.1K (+$17.4K)
Filed 2026-10-29
CMG Global Holdings, LLC
DECREASED
Shares2,984 from 2,986
Change-2 (0%)
Value$313.0K (+$25.6K)
Filed 2026-10-14
Paragon Private Wealth Management, LLC
DECREASED
Shares2,979 from 4,043
Change-1,064 (-26%)
Value$312.5K (-$76.6K)
Filed 2026-10-20
Northern Financial Advisors Inc
DECREASED
Shares2,967 from 2,987
Change-20 (-1%)
Value$311.2K (+$23.7K)
Filed 2026-10-29
Crane Advisory, LLC
UNCHANGED
Shares2,964 from 2,964
Change0 (0%)
Value$307.1K (+$11.6K)
Filed 2026-10-13
Sound Income Strategies, LLC
DECREASED
Shares2,962 from 2,988
Change-26 (-1%)
Value$317.0K (+$29.4K)
Filed 2026-10-09
Retirement Planning Co of New England, Inc.
DECREASED
Shares2,961 from 3,149
Change-188 (-6%)
Value$310.6K (+$7.5K)
Filed 2026-10-15
Arvest Investments, Inc.
DECREASED
Shares2,956 from 2,962
Change-6 (0%)
Value$310.1K (+$25.0K)
Filed 2026-10-21
Sterling Wealth Management, Inc.
UNCHANGED
Shares2,955 from 2,955
Change0 (0%)
Value$310.0K (+$25.6K)
Filed 2026-10-23
CPC Advisors, LLC
NEW
Shares2,946
Change+2,946
Value$309.0K
Filed 2026-10-21
Tiller Private Wealth, Inc.
DECREASED
Shares2,943 from 3,557
Change-614 (-17%)
Value$308.8K (-$33.6K)
Filed 2026-10-26
Marotta Asset Management
DECREASED
Shares2,942 from 3,093
Change-151 (-5%)
Value$308.6K (+$12.6K)
Filed 2026-10-02
Banque Pictet & CIE SA
DECREASED
Shares2,940 from 3,605
Change-665 (-18%)
Value$308.4K (-$38.6K)
Filed 2026-10-16
Fermata Advisors, LLC
INCREASED
Shares2,937 from 2,109
Change+828 (+39%)
Value$308.1K (+$105.1K)
Filed 2026-10-13
Friday Financial
INCREASED
Shares2,930 from 2,661
Change+269 (+10%)
Value$296.9K (+$37.4K)
Filed 2026-10-09
Somerset Trust Co
INCREASED
Shares2,930 from 2,883
Change+47 (+2%)
Value$307.4K (+$29.9K)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares2,929 from 2,471
Change+458 (+19%)
Value$307.2K (+$69.4K)
Filed 2026-11-04
Virtue Capital Management, LLC
DECREASED
Shares2,921 from 3,705
Change-784 (-21%)
Value$306.4K (-$50.2K)
Filed 2026-10-29
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares2,913 from 3,002
Change-89 (-3%)
Value$305.6K (+$16.6K)
Filed 2026-10-28
Spinnaker Investment Group, LLC
DECREASED
Shares2,911 from 3,054
Change-143 (-5%)
Value$305.4K (+$11.4K)
Filed 2026-10-13
Weil Company, Inc.
INCREASED
Shares2,900 from 2,863
Change+37 (+1%)
Value$304.2K (+$28.6K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,892 from 1,028
Change+1,864 (+181%)
Value$303.4K (+$204.5K)
Filed 2026-10-16
Liberty Capital Management, Inc.
UNCHANGED
Shares2,890 from 2,890
Change0 (0%)
Value$303.2K (+$25.0K)
Filed 2026-11-02
TFC Financial Management, Inc.
DECREASED
Shares2,889 from 2,891
Change-2 (0%)
Value$303.1K (+$24.8K)
Filed 2026-10-26
Ddfg, Inc
INCREASED
Shares2,888 from 2,878
Change+10 (+0%)
Value$302.9K (+$25.9K)
Filed 2026-10-15
Chesapeake Wealth Management
DECREASED
Shares2,884 from 2,964
Change-80 (-3%)
Value$302.5K (+$17.2K)
Filed 2026-11-09
Joseph P. Lucia & Associates, LLC
DECREASED
Shares2,878 from 3,806
Change-928 (-24%)
Value$301.9K (-$67.1K)
Filed 2026-10-30
Trust Co of the South
DECREASED
Shares2,877 from 3,429
Change-552 (-16%)
Value$301.8K (-$28.2K)
Filed 2026-10-21
Financial Security Advisor, Inc.
DECREASED
Shares2,876 from 3,145
Change-269 (-9%)
Value$301.7K (-$3.4K)
Filed 2026-11-03
Gradient Capital Advisors, LLC
DECREASED
Shares2,871 from 2,964
Change-93 (-3%)
Value$301.2K (+$15.9K)
Filed 2026-10-21
Tanager Wealth Management LLP
INCREASED
Shares2,865 from 2,533
Change+332 (+13%)
Value$300.6K (+$55.9K)
Filed 2026-10-19
Eagle Strategies LLC
DECREASED
Shares2,861 from 2,939
Change-78 (-3%)
Value$300.1K (+$17.2K)
Filed 2026-10-16
King Wealth Management Group
UNCHANGED
Shares2,858 from 2,858
Change0 (0%)
Value$300.0K (+$25.0K)
Filed 2026-11-09
Perryman Financial Advisory Inc
DECREASED
Shares2,854 from 3,032
Change-178 (-6%)
Value$299.4K (+$7.6K)
Filed 2026-10-16
Ejmk Ventures LLC
DECREASED
Shares2,852 from 3,030
Change-178 (-6%)
Value$299.2K (+$5.9K)
Filed 2026-10-21
Revisor Wealth Management LLC
DECREASED
Shares2,845 from 3,439
Change-594 (-17%)
Value$308.4K (-$24.2K)
Filed 2026-10-20
Everest Financial Group LLC
INCREASED
Shares2,839 from 2,670
Change+169 (+6%)
Value$297.8K (+$40.8K)
Filed 2026-11-06
Stockman Wealth Management, Inc.
UNCHANGED
Shares2,838 from 2,838
Change0 (0%)
Value$297.7K (+$24.5K)
Filed 2026-10-27
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares2,828 from 2,108
Change+720 (+34%)
Value$296.7K (+$93.8K)
Filed 2026-10-20
Family Capital Management, Inc.
INCREASED
Shares2,827 from 2,764
Change+63 (+2%)
Value$296.5K (+$30.5K)
Filed 2026-11-03
Kestra Investment Management, LLC
INCREASED
Shares2,817 from 2,110
Change+707 (+34%)
Value$295.5K (+$92.4K)
Filed 2026-11-04
McLean Asset Management Corp
DECREASED
Shares2,813 from 4,725
Change-1,912 (-40%)
Value$329.8K (-$124.7K)
Filed 2026-11-06
Dagco, Inc.
DECREASED
Shares2,803 from 2,886
Change-83 (-3%)
Value$294.0K (+$16.2K)
Filed 2026-10-20
Compass Capital Management, Inc
NEW
Shares2,800
Change+2,800
Value$293.7K
Filed 2026-11-06
Centurion Wealth Management LLC
DECREASED
Shares2,792 from 3,727
Change-935 (-25%)
Value$292.9K (-$65.8K)
Filed 2026-10-13
Gerber, LLC
INCREASED
Shares2,791 from 2,778
Change+13 (+0%)
Value$292.8K (+$25.4K)
Filed 2026-10-21
New England Capital Financial Advisors LLC
INCREASED
Shares2,774 from 2,765
Change+9 (+0%)
Value$291.0K (+$24.8K)
Filed 2026-11-03
Commerce Advisors, LLC
DECREASED
Shares2,769 from 3,266
Change-497 (-15%)
Value$290.5K (-$23.9K)
Filed 2026-10-19
Convergence Investment Partners, LLC
NEW
Shares2,767
Change+2,767
Value$290.3K
Filed 2026-10-28
Advisory Solutions Group, LLC
INCREASED
Shares2,765 from 2,753
Change+12 (+0%)
Value$290.0K (+$25.0K)
Filed 2026-10-14
Rede Wealth, LLC
UNCHANGED
Shares2,759 from 2,759
Change0 (0%)
Value$289.4K (+$23.9K)
Filed 2026-10-22
Progressive Investment Management Corp
UNCHANGED
Shares2,757 from 2,757
Change0 (0%)
Value$289.2K (+$23.8K)
Filed 2026-10-26
ProVise Management Group, LLC
INCREASED
Shares2,756 from 2,456
Change+300 (+12%)
Value$289.1K (+$52.7K)
Filed 2026-11-06
Armstrong Advisory Group, Inc
DECREASED
Shares2,747 from 3,043
Change-296 (-10%)
Value$288.2K (-$4.7K)
Filed 2026-10-09
Summit Financial Strategies, Inc.
INCREASED
Shares2,746 from 2,445
Change+301 (+12%)
Value$288.0K (+$52.7K)
Filed 2026-10-14
Arwa LLC
NEW
Shares2,741
Change+2,741
Value$297.6K
Filed 2026-10-21
Eurizon SLJ Capital Ltd
DECREASED
Shares2,729 from 2,860
Change-131 (-5%)
Value$286.3K (+$11.0K)
Filed 2026-11-06
Stablepoint Partners, LLC
DECREASED
Shares2,718 from 3,593
Change-875 (-24%)
Value$285.1K (-$60.7K)
Filed 2026-11-03
Valley Brook Capital Group, Inc.
DECREASED
Shares2,714 from 2,764
Change-50 (-2%)
Value$284.7K (+$18.7K)
Filed 2026-10-26
Impact Capital Partners LLC
INCREASED
Shares2,707 from 2,658
Change+49 (+2%)
Value$284.0K (+$28.1K)
Filed 2026-10-22
Laraway Financial Advisors Inc
DECREASED
Shares2,698 from 2,972
Change-274 (-9%)
Value$283.0K (-$3.1K)
Filed 2026-11-09
JIM Saulnier & Associates, LLC
UNCHANGED
Shares2,697 from 2,697
Change0 (0%)
Value$282.9K (+$23.3K)
Filed 2026-11-04
Greatmark Investment Partners, Inc.
INCREASED
Shares2,695 from 2,495
Change+200 (+8%)
Value$282.7K (+$42.6K)
Filed 2026-10-28
Tenet Wealth Partners, LLC
DECREASED
Shares2,692 from 2,763
Change-71 (-3%)
Value$282.4K (+$15.3K)
Filed 2026-10-19
Mindset Wealth Management, LLC
DECREASED
Shares2,681 from 3,131
Change-450 (-14%)
Value$281.3K (-$20.1K)
Filed 2026-10-19
Miller Financial Services LLC
DECREASED
Shares2,681 from 2,801
Change-120 (-4%)
Value$281.3K (+$11.6K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
DECREASED
Shares2,671 from 2,723
Change-52 (-2%)
Value$280.2K (+$18.1K)
Filed 2026-10-07
Curat Global, LLC
DECREASED
Shares2,670 from 4,584
Change-1,914 (-42%)
Value$280.1K (+$41.6K)
Filed 2026-10-26
Beacon Financial Planning, Inc
DECREASED
Shares2,669 from 2,841
Change-172 (-6%)
Value$280.0K (+$6.6K)
Filed 2026-11-04
High Note Wealth, LLC
INCREASED
Shares2,666 from 2,641
Change+25 (+1%)
Value$279.7K (+$25.5K)
Filed 2026-10-27
Victory Financial Group, LLC
INCREASED
Shares2,634 from 2,527
Change+107 (+4%)
Value$276.3K (+$33.1K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,633 from 2,748
Change-115 (-4%)
Value$276.2K (+$11.8K)
Filed 2026-10-14
Dixon Fnancial Services, Inc.
UNCHANGED
Shares2,633 from 2,633
Change0 (0%)
Value$276.2K (+$22.8K)
Filed 2026-10-23
Aviso Wealth Management
INCREASED
Shares2,623 from 2,535
Change+88 (+3%)
Value$275.2K (+$31.2K)
Filed 2026-11-04
Bullock Wealth Management Group
INCREASED
Shares2,620 from 2,618
Change+2 (+0%)
Value$265.5K (+$14.9K)
Filed 2026-10-09
Accel Wealth Management
DECREASED
Shares2,619 from 2,811
Change-192 (-7%)
Value$274.8K (+$4.2K)
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
DECREASED
Shares2,619 from 2,775
Change-156 (-6%)
Value$274.7K (+$7.6K)
Filed 2026-10-15
Tradewinds Capital Management, LLC
INCREASED
Shares2,618 from 2,581
Change+37 (+1%)
Value$274.6K (+$26.2K)
Filed 2026-10-23
Centerline Wealth Advisors, LLC
INCREASED
Shares2,617 from 2,615
Change+2 (+0%)
Value$274.6K (+$22.9K)
Filed 2026-10-15
Castleview Partners, LLC
DECREASED
Shares2,615 from 2,731
Change-116 (-4%)
Value$274.3K (+$11.5K)
Filed 2026-10-09
Symphony Financial, Ltd. Co.
NEW
Shares2,611
Change+2,611
Value$274.7K
Filed 2026-10-22
Bannerman Wealth Management Group, LLC
UNCHANGED
Shares2,609 from 2,609
Change0 (0%)
Value$273.6K (+$22.6K)
Filed 2026-10-09
Dodds Wealth, LLC
DECREASED
Shares2,602 from 2,667
Change-65 (-2%)
Value$273.0K (+$16.3K)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
NEW
Shares2,599
Change+2,599
Value$272.7K
Filed 2026-10-26
Stonekeep Investments, LLC
DECREASED
Shares2,594 from 2,650
Change-56 (-2%)
Value$272.1K (+$271.9K)
Filed 2026-10-15
Keating Investment Counselors Inc
UNCHANGED
Shares2,594 from 2,594
Change0 (0%)
Value$272.2K (+$22.4K)
Filed 2026-10-14
Seamount Financial Group Inc
DECREASED
Shares2,592 from 2,752
Change-160 (-6%)
Value$271.9K (+$7.0K)
Filed 2026-10-21
LifeSteps Financial, Inc.
DECREASED
Shares2,592 from 2,750
Change-158 (-6%)
Value$271.9K (+$7.2K)
Filed 2026-10-15
Peoples Financial Services Corp.
DECREASED
Shares2,591 from 2,606
Change-15 (-1%)
Value$271.8K (+$21.0K)
Filed 2026-10-20
PVG Asset Management Corp
DECREASED
Shares2,568 from 3,657
Change-1,089 (-30%)
Value$269.4K (-$82.6K)
Filed 2026-10-19
Brookmont Capital Management
INCREASED
Shares2,568 from 2,376
Change+192 (+8%)
Value$269.3K (+$40.6K)
Filed 2026-10-23
Coquina Private Wealth LLC
INCREASED
Shares2,553 from 2,550
Change+3 (+0%)
Value$267.8K (+$22.4K)
Filed 2026-10-27
Allen Capital Group, LLC
INCREASED
Shares2,531 from 2,411
Change+120 (+5%)
Value$265.5K (+$33.4K)
Filed 2026-10-27
TFB Advisors LLC
DECREASED
Shares2,529 from 2,662
Change-133 (-5%)
Value$265.3K (+$9.1K)
Filed 2026-11-02
Natural Investments, LLC
NEW
Shares2,525
Change+2,525
Value$264.9K
Filed 2026-11-06
Asset Planning,Inc
INCREASED
Shares2,524 from 2,513
Change+11 (+0%)
Value$264.8K (+$22.9K)
Filed 2026-10-26
Unique Wealth, LLC
DECREASED
Shares2,518 from 2,526
Change-8 (0%)
Value$264.1K (+$21.0K)
Filed 2026-10-16
Holland Advisory Services, Inc.
INCREASED
Shares2,517 from 2,494
Change+23 (+1%)
Value$264.1K (+$24.0K)
Filed 2026-10-26
MTM Investment Management, LLC
DECREASED
Shares2,516 from 2,777
Change-261 (-9%)
Value$264.0K (-$3.3K)
Filed 2026-10-30
Lodestar Private Asset Management LLC
DECREASED
Shares2,506 from 2,806
Change-300 (-11%)
Value$262.9K (-$7.2K)
Filed 2026-10-26
CFM Wealth Partners LLC
DECREASED
Shares2,502 from 2,736
Change-234 (-9%)
Value$262.4K (-$913)
Filed 2026-11-05
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$262.3K (+$21.6K)
Filed 2026-10-26
True Private Wealth Advisors
DECREASED
Shares2,494 from 3,237
Change-743 (-23%)
Value$261.6K (-$49.9K)
Filed 2026-10-19
Strategic Wealth Investment Group, LLC
DECREASED
Shares2,488 from 2,837
Change-349 (-12%)
Value$260.9K (-$12.1K)
Filed 2026-10-29
Marathon Capital Management
DECREASED
Shares2,483 from 2,628
Change-145 (-6%)
Value$260.5K (+$7.5K)
Filed 2026-10-23
Finer Wealth Management, Inc.
DECREASED
Shares2,470 from 3,081
Change-611 (-20%)
Value$259.1K (-$37.5K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
INCREASED
Shares2,467 from 2,169
Change+298 (+14%)
Value$258.8K (+$50.0K)
Filed 2026-10-29
Affinity Capital Advisors, LLC
INCREASED
Shares2,462 from 2,448
Change+14 (+1%)
Value$266.0K (+$27.6K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares2,454 from 3,056
Change-602 (-20%)
Value$257.5K (-$36.7K)
Filed 2026-10-14
Israel Discount Bank of New York
INCREASED
Shares2,454 from 2,395
Change+59 (+2%)
Value$257.4K (+$26.9K)
Filed 2026-10-14
Vista Capital Partners, Inc.
INCREASED
Shares2,452 from 2,289
Change+163 (+7%)
Value$257.3K (+$36.9K)
Filed 2026-11-06
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares2,449 from 2,449
Change0 (0%)
Value$256.9K (+$21.2K)
Filed 2026-10-09
Clear Point Advisors Inc.
INCREASED
Shares2,443 from 2,392
Change+51 (+2%)
Value$256.2K (+$26.0K)
Filed 2026-10-30
Almanack Investment Partners, Llc.
DECREASED
Shares2,442 from 2,674
Change-232 (-9%)
Value$256.2K (-$1.2K)
Filed 2026-11-03
Krane Financial Solutions LLC
DECREASED
Shares2,438 from 3,418
Change-980 (-29%)
Value$255.7K (-$73.2K)
Filed 2026-10-30
Palacios Wealth Management, LLC
DECREASED
Shares2,436 from 2,586
Change-150 (-6%)
Value$255.5K (+$6.6K)
Filed 2026-11-04
C2c Wealth Management, LLC
UNCHANGED
Shares2,432 from 2,432
Change0 (0%)
Value$255.1K (+$21.0K)
Filed 2026-10-20
Wall Street Financial Group, Inc.
INCREASED
Shares2,424 from 2,172
Change+252 (+12%)
Value$254.2K (+$45.2K)
Filed 2026-11-09
Sloy Dahl & Holst, LLC
DECREASED
Shares2,422 from 2,752
Change-330 (-12%)
Value$254.0K (-$10.8K)
Filed 2026-10-14
Navigation Group, LLC
INCREASED
Shares2,419 from 2,118
Change+301 (+14%)
Value$253.7K (+$49.8K)
Filed 2026-10-28
Hill Island Financial LLC
INCREASED
Shares2,417 from 2,377
Change+40 (+2%)
Value$253.5K (+$24.8K)
Filed 2026-10-20
Destiny Wealth Partners, LLC
NEW
Shares2,414
Change+2,414
Value$273.0K
Filed 2026-11-05
SkyOak Wealth, LLC
INCREASED
Shares2,414 from 2,406
Change+8 (+0%)
Value$253.3K (+$21.7K)
Filed 2026-10-28
Legacy Solutions, LLC
NEW
Shares2,408
Change+2,408
Value$252.6K
Filed 2026-10-07
Crown Wealth Group, LLC
INCREASED
Shares2,404 from 2,102
Change+302 (+14%)
Value$252.2K (+$49.9K)
Filed 2026-10-19
Quantum Financial Advisors, LLC
INCREASED
Shares2,403 from 2,335
Change+68 (+3%)
Value$252.1K (+$27.3K)
Filed 2026-11-03
Meridian Investment Counsel Inc.
DECREASED
Shares2,402 from 3,059
Change-657 (-21%)
Value$252.0K (-$42.5K)
Filed 2026-10-14
Jacobsen Capital Management
INCREASED
Shares2,399 from 2,388
Change+11 (+0%)
Value$251.7K (+$21.8K)
Filed 2026-10-27
Argus Investors' Counsel, Inc.
UNCHANGED
Shares2,395 from 2,395
Change0 (0%)
Value$251.2K (+$20.7K)
Filed 2026-10-09
Souders Financial Advisors
DECREASED
Shares2,387 from 2,499
Change-112 (-4%)
Value$250.4K (+$9.9K)
Filed 2026-11-03
Tandem Investment Partners LLC
UNCHANGED
Shares2,386 from 2,386
Change0 (0%)
Value$250.3K (+$20.6K)
Filed 2026-10-16
Redwood Financial Network Corp
INCREASED
Shares2,382 from 2,247
Change+135 (+6%)
Value$249.9K (+$33.7K)
Filed 2026-11-03
Sage Investment Counsel LLC
DECREASED
Shares2,381 from 2,681
Change-300 (-11%)
Value$249.8K (-$8.3K)
Filed 2026-10-26
Hutchinson Capital Management
DECREASED
Shares2,380 from 3,237
Change-857 (-26%)
Value$249.6K (-$62.0K)
Filed 2026-11-09
Plan A Wealth LLC
DECREASED
Shares2,380 from 2,455
Change-75 (-3%)
Value$249.7K (+$13.5K)
Filed 2026-10-08
CLG LLC
DECREASED
Shares2,377 from 2,464
Change-87 (-4%)
Value$249.3K (+$12.2K)
Filed 2026-10-13
Latko Wealth Management, Ltd.
INCREASED
Shares2,374 from 2,356
Change+18 (+1%)
Value$249.0K (+$22.3K)
Filed 2026-11-09
Symmetry Partners, LLC
NEW
Shares2,371
Change+2,371
Value$248.7K
Filed 2026-10-27
Junk Investment Group, LLC
INCREASED
Shares2,370 from 2,357
Change+13 (+1%)
Value$248.6K (+$21.8K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
DECREASED
Shares2,369 from 2,460
Change-91 (-4%)
Value$248.5K (+$11.8K)
Filed 2026-10-05
Chapman Financial Group, LLC
UNCHANGED
Shares2,369 from 2,369
Change0 (0%)
Value$248.5K (+$20.5K)
Filed 2026-10-26
Invested Advisors
DECREASED
Shares2,368 from 2,476
Change-108 (-4%)
Value$248.4K (+$10.1K)
Filed 2026-10-23
Bfsg, LLC
DECREASED
Shares2,367 from 2,429
Change-62 (-3%)
Value$248.3K (+$14.5K)
Filed 2026-10-30
Ackerman Capital Advisors, LLC
UNCHANGED
Shares2,358 from 2,358
Change0 (0%)
Value$247.4K (+$20.4K)
Filed 2026-10-30
Encompass More Asset Management
DECREASED
Shares2,352 from 2,380
Change-28 (-1%)
Value$246.7K (+$17.5K)
Filed 2026-10-16
Knuff & Co LLC
DECREASED
Shares2,350 from 3,130
Change-780 (-25%)
Value$246.5K (-$54.7K)
Filed 2026-11-06
R. W. Roge & Company, Inc.
DECREASED
Shares2,342 from 2,344
Change-2 (0%)
Value$246.0K (+$21.0K)
Filed 2026-11-04
Shakespeare Wealth Management, LLC
NEW
Shares2,339
Change+2,339
Value$245.4K
Filed 2026-10-28
Sutton Place Investors LLC
INCREASED
Shares2,336 from 2,297
Change+39 (+2%)
Value$245.0K (+$23.9K)
Filed 2026-10-20
Legacy Edge Advisors, LLC
DECREASED
Shares2,331 from 2,822
Change-491 (-17%)
Value$244.5K (-$27.1K)
Filed 2026-11-06
Saxon Interests, Inc.
DECREASED
Shares2,325 from 3,129
Change-804 (-26%)
Value$243.9K (-$57.3K)
Filed 2026-10-26
Schmidt P J Investment Management Inc
DECREASED
Shares2,321 from 2,878
Change-557 (-19%)
Value$243.5K (-$33.5K)
Filed 2026-11-02
Abacus Wealth Partners, LLC
INCREASED
Shares2,317 from 2,269
Change+48 (+2%)
Value$243.1K (+$24.7K)
Filed 2026-11-03
Costello Asset Management, Inc
UNCHANGED
Shares2,316 from 2,316
Change0 (0%)
Value$242.9K (+$20.0K)
Filed 2026-10-30
Purkiss Capital Advisors LLC
UNCHANGED
Shares2,314 from 2,314
Change0 (0%)
Value$242.8K (+$20.1K)
Filed 2026-11-06
GenTrust, LLC
INCREASED
Shares2,312 from 2,216
Change+96 (+4%)
Value$242.5K (+$27.6K)
Filed 2026-11-06
Fonville Wealth Management LLC
INCREASED
Shares2,306 from 2,079
Change+227 (+11%)
Value$241.9K (+$41.7K)
Filed 2026-10-28
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares2,306 from 2,381
Change-75 (-3%)
Value$241.9K (+$12.7K)
Filed 2026-11-02
Members Wealth LLC
NEW
Shares2,304
Change+2,304
Value$241.3K
Filed 2026-10-20
Rydar Equities, Inc.
UNCHANGED
Shares2,302 from 2,302
Change0 (0%)
Value$241.2K (+$18.5K)
Filed 2026-10-13
May Hill Capital, LLC
INCREASED
Shares2,300 from 2,291
Change+9 (+0%)
Value$241.3K (+$20.8K)
Filed 2026-11-03
A&I Financial Services, LLC
DECREASED
Shares2,295 from 2,345
Change-50 (-2%)
Value$240.7K (+$15.0K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares2,290 from 2,032
Change+258 (+13%)
Value$240.2K (+$44.6K)
Filed 2026-11-05
Blue Fin Capital, Inc.
DECREASED
Shares2,281 from 2,687
Change-406 (-15%)
Value$239.2K (-$19.4K)
Filed 2026-10-28
Firestone Capital Management
INCREASED
Shares2,275 from 2,244
Change+31 (+1%)
Value$238.7K (+$22.7K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares2,275 from 2,286
Change-11 (0%)
Value$238.6K (+$18.7K)
Filed 2026-10-15
Vanguard Capital Wealth Advisors
DECREASED
Shares2,270 from 2,342
Change-72 (-3%)
Value$238.1K (+$12.7K)
Filed 2026-10-16
Evanson Financial, LLC
INCREASED
Shares2,269 from 2,266
Change+3 (+0%)
Value$238.0K (+$19.9K)
Filed 2026-10-23
Wharton Business Group, LLC
DECREASED
Shares2,258 from 2,313
Change-55 (-2%)
Value$236.9K (+$14.2K)
Filed 2026-11-09
Nemes Rush Group LLC
DECREASED
Shares2,253 from 2,274
Change-21 (-1%)
Value$236.4K (+$17.5K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares2,249 from 1,774
Change+475 (+27%)
Value$235.9K (+$65.2K)
Filed 2026-11-05
Towercrest Capital Management
UNCHANGED
Shares2,248 from 2,248
Change0 (0%)
Value$235.8K (+$19.4K)
Filed 2026-10-23
Towerpoint Wealth, LLC
INCREASED
Shares2,243 from 2,221
Change+22 (+1%)
Value$235.3K (+$21.5K)
Filed 2026-10-13
Viewpoint Capital Management LLC
DECREASED
Shares2,242 from 2,540
Change-298 (-12%)
Value$235.1K (-$9.3K)
Filed 2026-10-27
Cardiff Park Advisors, LLC
INCREASED
Shares2,242 from 2,233
Change+9 (+0%)
Value$235.2K (+$20.3K)
Filed 2026-11-09
Next Level Private LLC
INCREASED
Shares2,237 from 2,102
Change+135 (+6%)
Value$234.7K (+$32.3K)
Filed 2026-10-20
Baron Wealth Management LLC
DECREASED
Shares2,237 from 2,353
Change-116 (-5%)
Value$234.6K (+$8.2K)
Filed 2026-10-27
Alliance Wealth Management Group
UNCHANGED
Shares2,236 from 2,236
Change0 (0%)
Value$234.6K (+$19.3K)
Filed 2026-10-29
Latitude Advisors, LLC
DECREASED
Shares2,235 from 2,938
Change-703 (-24%)
Value$234.4K (-$48.3K)
Filed 2026-10-27
Lesa Sroufe & Co
UNCHANGED
Shares2,231 from 2,231
Change0 (0%)
Value$234.0K (+$19.0K)
Filed 2026-10-29
Sentry LLC
DECREASED
Shares2,229 from 2,805
Change-576 (-21%)
Value$233.8K (-$36.2K)
Filed 2026-10-30
Mccarter Private Wealth Services LLC
NEW
Shares2,220
Change+2,220
Value$232.9K
Filed 2026-10-22
Centerpoint Advisors, LLC
DECREASED
Shares2,218 from 2,378
Change-160 (-7%)
Value$233.0K (+$4.0K)
Filed 2026-11-05
WestHill Financial Advisors, Inc.
NEW
Shares2,215
Change+2,215
Value$232.3K
Filed 2026-10-14
GSG Advisors LLC
DECREASED
Shares2,214 from 2,937
Change-723 (-25%)
Value$232.3K (-$50.4K)
Filed 2026-11-03
Hidden Cove Wealth Management, LLC
NEW
Shares2,213
Change+2,213
Value$232.1K
Filed 2026-10-19
Huntleigh Advisors, Inc.
DECREASED
Shares2,213 from 2,234
Change-21 (-1%)
Value$232.2K (+$17.1K)
Filed 2026-11-03
Torrey Growth & Income Advisors
NEW
Shares2,212
Change+2,212
Value$234.2K
Filed 2026-11-04
AMI Asset Management Corp
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$231.9K (+$19.1K)
Filed 2026-10-20
Fusion Capital, LLC
DECREASED
Shares2,209 from 2,255
Change-46 (-2%)
Value$231.8K (+$14.7K)
Filed 2026-10-28
Mcrae Capital Management Inc
UNCHANGED
Shares2,205 from 2,205
Change0 (0%)
Value$231.3K (+$19.1K)
Filed 2026-10-15
FMA Wealth Management, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$230.8K (+$19.0K)
Filed 2026-10-21
Integras Partners LLC
UNCHANGED
Shares2,198 from 2,198
Change0 (0%)
Value$230.6K (+$19.0K)
Filed 2026-10-30
Diversified Portfolios, Inc.
DECREASED
Shares2,193 from 3,243
Change-1,050 (-32%)
Value$230.0K (-$82.1K)
Filed 2026-11-04
Investmark Advisory Group LLC
NEW
Shares2,181
Change+2,181
Value$228.8K
Filed 2026-10-27
ETF Store, Inc.
INCREASED
Shares2,168 from 2,159
Change+9 (+0%)
Value$227.5K (+$19.6K)
Filed 2026-10-19
Anchyra Partners LLC
NEW
Shares2,165
Change+2,165
Value$227.1K
Filed 2026-10-13
Cooper S Advisors, LLC
DECREASED
Shares2,162 from 2,422
Change-260 (-11%)
Value$226.8K (-$6.3K)
Filed 2026-11-03
waypoint wealth counsel
NEW
Shares2,143
Change+2,143
Value$224.8K
Filed 2026-10-22
Yoder Wealth Management, Inc.
DECREASED
Shares2,139 from 2,168
Change-29 (-1%)
Value$224.4K (+$15.7K)
Filed 2026-10-13
Post Resch Tallon Group Inc.
DECREASED
Shares2,136 from 2,186
Change-50 (-2%)
Value$224.1K (+$13.7K)
Filed 2026-10-09
Presper Financial Architects, LLC
INCREASED
Shares2,129 from 2,124
Change+5 (+0%)
Value$223.3K (+$18.9K)
Filed 2026-11-09
TruNorth Capital Management, LLC
NEW
Shares2,123
Change+2,123
Value$222.7K
Filed 2026-10-14
Washington Growth Strategies LLC
UNCHANGED
Shares2,121 from 2,121
Change0 (0%)
Value$222.5K (+$18.3K)
Filed 2026-10-19
Evermay Wealth Management LLC
INCREASED
Shares2,119 from 2,110
Change+9 (+0%)
Value$222.3K (+$18.1K)
Filed 2026-11-05
Keener Financial Planning LLC
NEW
Shares2,117
Change+2,117
Value$222.1K
Filed 2026-11-06
Valicenti Advisory Services Inc
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$220.0K (+$219.8K)
Filed 2026-10-23
Monte Financial Group, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$220.3K (+$18.3K)
Filed 2026-11-02
Eagle Wealth Advisors LLC
DECREASED
Shares2,094 from 2,236
Change-142 (-6%)
Value$219.7K (+$4.4K)
Filed 2026-10-20
LifeGoal Investments, LLC
NEW
Shares2,093
Change+2,093
Value$219.6K
Filed 2026-10-09
Financial Designs Corp
DECREASED
Shares2,090 from 2,212
Change-122 (-6%)
Value$219.3K (+$6.4K)
Filed 2026-10-09
Livet Wealth, LLC
NEW
Shares2,082
Change+2,082
Value$218.4K
Filed 2026-10-27
Eagle Harbor Asset Management Inc
NEW
Shares2,076
Change+2,076
Value$217.8K
Filed 2026-10-21
Occidental Asset Management, LLC
NEW
Shares2,068
Change+2,068
Value$216.9K
Filed 2026-11-05
Wealthgarden F.S. LLC
DECREASED
Shares2,066 from 2,255
Change-189 (-8%)
Value$216.7K (-$312)
Filed 2026-11-09
SRH Advisors, LLC
UNCHANGED
Shares2,063 from 2,063
Change0 (0%)
Value$216.4K (+$17.8K)
Filed 2026-10-22
Purus Wealth Management, LLC
NEW
Shares2,055
Change+2,055
Value$215.6K
Filed 2026-10-15
Johnson Financial Group, LLC
DECREASED
Shares2,054 from 3,990
Change-1,936 (-49%)
Value$215.5K (-$168.6K)
Filed 2026-11-03
Centennial Wealth Advisory LLC
DECREASED
Shares2,054 from 2,172
Change-118 (-5%)
Value$215.5K (+$6.4K)
Filed 2026-10-16
Advisors Management Group Inc
DECREASED
Shares2,053 from 2,101
Change-48 (-2%)
Value$215.0K (+$13.0K)
Filed 2026-11-05
Lakeshore Financial Planning, Inc.
DECREASED
Shares2,050 from 2,186
Change-136 (-6%)
Value$215.1K (+$4.5K)
Filed 2026-10-13
Warwick Investment Management, Inc.
DECREASED
Shares2,045 from 2,101
Change-56 (-3%)
Value$214.5K (+$12.3K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
DECREASED
Shares2,034 from 2,170
Change-136 (-6%)
Value$213.4K (+$4.5K)
Filed 2026-10-13
Bell Bank
NEW
Shares2,033
Change+2,033
Value$213.3K
Filed 2026-10-21
Samalin Investment Counsel, LLC
NEW
Shares2,030
Change+2,030
Value$213.0K
Filed 2026-10-23
Payden & Rygel
DECREASED
Shares2,030 from 3,530
Change-1,500 (-42%)
Value$213.0K (-$127.0K)
Filed 2026-10-28
Lake Street Private Wealth, LLC
DECREASED
Shares2,030 from 2,286
Change-256 (-11%)
Value$213.0K (-$7.0K)
Filed 2026-10-22
Vestia Personal Wealth Advisors
NEW
Shares2,029
Change+2,029
Value$212.8K
Filed 2026-10-20
Financial Council, LLC
NEW
Shares2,024
Change+2,024
Value$212.3K
Filed 2026-11-02
Darden Wealth Group Inc
NEW
Shares2,022
Change+2,022
Value$212.1K
Filed 2026-11-06
Greenwood Gearhart LLC
NEW
Shares2,022
Change+2,022
Value$212.1K
Filed 2026-11-02
Eagle Bay Advisors LLC
NEW
Shares2,022
Change+2,022
Value$212.2K
Filed 2026-10-16
River Street Advisors LLC
DECREASED
Shares2,020 from 8,849
Change-6,829 (-77%)
Value$211.9K (-$639.8K)
Filed 2026-10-22
Visionary Horizons, LLC
DECREASED
Shares2,017 from 2,132
Change-115 (-5%)
Value$211.6K (+$6.4K)
Filed 2026-10-22
Crew Capital Management, Ltd
NEW
Shares2,016
Change+2,016
Value$211.5K
Filed 2026-10-28
Heartwood Wealth Advisors LLC
DECREASED
Shares2,015 from 2,225
Change-210 (-9%)
Value$211.4K (-$2.8K)
Filed 2026-10-05
Ifrah Financial Services, Inc.
NEW
Shares2,011
Change+2,011
Value$211.0K
Filed 2026-10-13
Piedmont Capital Management, LLC
DECREASED
Shares2,009 from 2,109
Change-100 (-5%)
Value$210.7K (+$7.8K)
Filed 2026-10-21
Swmg, LLC
NEW
Shares2,004
Change+2,004
Value$226.7K
Filed 2026-10-23
McCollum Christoferson Group LLC
NEW
Shares2,000
Change+2,000
Value$209.8K
Filed 2026-10-13
Hoya Capital Real Estate, LLC
NEW
Shares1,995
Change+1,995
Value$209.3K
Filed 2026-11-09
Creative Financial Designs Inc
DECREASED
Shares1,989 from 2,406
Change-417 (-17%)
Value$208.7K (-$22.9K)
Filed 2026-11-04
Hamilton Capital, LLC
NEW
Shares1,988
Change+1,988
Value$208.6K
Filed 2026-10-08
Impact Partnership Wealth, LLC
NEW
Shares1,982
Change+1,982
Value$207.9K
Filed 2026-11-09
CJM Wealth Advisers, Ltd.
DECREASED
Shares1,982 from 2,116
Change-134 (-6%)
Value$207.9K (+$4.3K)
Filed 2026-10-27
First Financial Group Corp
NEW
Shares1,981
Change+1,981
Value$207.8K
Filed 2026-10-22
St. Louis Trust Co
NEW
Shares1,981
Change+1,981
Value$207.8K
Filed 2026-11-03
Iron Financial LLC
NEW
Shares1,978
Change+1,978
Value$207.5K
Filed 2026-10-23
Tower View Wealth Management LLC
DECREASED
Shares1,977 from 2,069
Change-92 (-4%)
Value$207.4K (+$8.2K)
Filed 2026-10-23
Peoples Bank
NEW
Shares1,976
Change+1,976
Value$207.3K
Filed 2026-10-26
WealthBridge Capital Management, LLC
NEW
Shares1,971
Change+1,971
Value$206.8K
Filed 2026-10-16
Fairvoy Private Wealth, LLC
DECREASED
Shares1,970 from 2,498
Change-528 (-21%)
Value$206.7K (-$33.7K)
Filed 2026-10-19
Traynor Capital Management, Inc.
NEW
Shares1,962
Change+1,962
Value$205.8K
Filed 2026-10-29
Globalt Investments LLC / GA
NEW
Shares1,960
Change+1,960
Value$205.6K
Filed 2026-10-27
Atlas Wealth Partners, LLC
DECREASED
Shares1,960 from 2,075
Change-115 (-6%)
Value$205.6K (+$4.4K)
Filed 2026-11-03
Meadow Creek Wealth Advisors LLC
NEW
Shares1,949
Change+1,949
Value$204.5K
Filed 2026-11-02
Hilltop National Bank
DECREASED
Shares1,942 from 3,860
Change-1,918 (-50%)
Value$203.7K (-$167.8K)
Filed 2026-10-14
Rice Partnership, LLC
NEW
Shares1,941
Change+1,941
Value$203.6K
Filed 2026-11-09
Legacy Financial Independent Advisors LLC
DECREASED
Shares1,941 from 11,596
Change-9,655 (-83%)
Value$203.6K (-$912.5K)
Filed 2026-11-02
Capital Square, LLC
NEW
Shares1,938
Change+1,938
Value$203.4K
Filed 2026-10-19
Activest Wealth Management
INCREASED
Shares1,932 from 1,669
Change+263 (+16%)
Value$202.7K (+$42.0K)
Filed 2026-10-15
James J. Burns & Company, LLC
DECREASED
Shares1,932 from 2,087
Change-155 (-7%)
Value$202.6K (+$1.8K)
Filed 2026-10-22
Duncker Streett & Co Inc
UNCHANGED
Shares1,932 from 1,932
Change0 (0%)
Value$202.7K (+$16.7K)
Filed 2026-10-27
Summit Asset Management, LLC
NEW
Shares1,927
Change+1,927
Value$202.1K
Filed 2026-11-05
Tenon Financial LLC
NEW
Shares1,927
Change+1,927
Value$202.2K
Filed 2026-10-14
Rise Advisors, LLC
NEW
Shares1,927
Change+1,927
Value$202.2K
Filed 2026-10-16
Unified Investment Management
NEW
Shares1,923
Change+1,923
Value$201.7K
Filed 2026-10-14
Alessandra Capital Management, LLC
NEW
Shares1,922
Change+1,922
Value$201.6K
Filed 2026-10-30
FF Advisors,LLC
NEW
Shares1,919
Change+1,919
Value$201.3K
Filed 2026-10-21
Aspen Investment Management Inc
DECREASED
Shares1,917 from 2,432
Change-515 (-21%)
Value$201.0K (+$200.8K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
DECREASED
Shares1,911 from 2,504
Change-593 (-24%)
Value$200.0K (+$199.8K)
Filed 2026-10-27
Sunbeam Capital Management, LLC
DECREASED
Shares1,909 from 2,312
Change-403 (-17%)
Value$200.3K (-$22.3K)
Filed 2026-11-05
True Wealth Design, LLC
INCREASED
Shares1,905 from 1,313
Change+592 (+45%)
Value$199.8K (+$73.5K)
Filed 2026-10-13
S.A. Mason LLC
DECREASED
Shares1,865 from 2,215
Change-350 (-16%)
Value$195.6K (-$17.6K)
Filed 2026-10-13
Cornerstone Planning Group LLC
INCREASED
Shares1,863 from 1,778
Change+85 (+5%)
Value$201.3K (+$30.8K)
Filed 2026-10-16
Garner Asset Management Corp
NEW
Shares1,862
Change+1,862
Value$205.5K
Filed 2026-10-30
Summer Road LLC
INCREASED
Shares1,849 from 1,842
Change+7 (+0%)
Value$194.0K (+$16.7K)
Filed 2026-11-05
North Point Portfolio Managers Corp
NEW
Shares1,844
Change+1,844
Value$193.4K
Filed 2026-10-07
City State Bank
DECREASED
Shares1,835 from 2,025
Change-190 (-9%)
Value$192.5K (-$2.4K)
Filed 2026-10-20
Main Street Group, LTD
DECREASED
Shares1,829 from 2,217
Change-388 (-17%)
Value$191.8K (-$21.6K)
Filed 2026-10-28
Heritage Family Offices, LLP
NEW
Shares1,789
Change+1,789
Value$187.7K
Filed 2026-11-02
Prism Planning Partners LLC
NEW
Shares1,750
Change+1,750
Value$183.6K
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares1,738 from 1,639
Change+99 (+6%)
Value$182.3K (+$24.5K)
Filed 2026-10-28
Acropolis Investment Management, LLC
DECREASED
Shares1,720 from 2,180
Change-460 (-21%)
Value$180.4K (-$29.4K)
Filed 2026-10-08
Flagship Wealth Advisors, LLC
DECREASED
Shares1,704 from 2,301
Change-597 (-26%)
Value$178.8K (-$42.7K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
INCREASED
Shares1,700 from 1,220
Change+480 (+39%)
Value$178.3K (+$60.9K)
Filed 2026-10-15
CNB Bank
UNCHANGED
Shares1,698 from 1,698
Change0 (0%)
Value$178.1K (+$14.7K)
Filed 2026-11-09
Financial Network Wealth Advisors LLC
DECREASED
Shares1,680 from 1,733
Change-53 (-3%)
Value$176.2K (+$9.4K)
Filed 2026-10-28
DT Investment Partners, LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$173.1K (+$14.3K)
Filed 2026-10-27
Private Wealth Management Group, LLC
DECREASED
Shares1,619 from 2,052
Change-433 (-21%)
Value$169.8K (-$27.7K)
Filed 2026-10-19
Mainstream Capital Management LLC
NEW
Shares1,618
Change+1,618
Value$169.7K
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares1,616 from 403
Change+1,213 (+301%)
Value$169.5K (+$130.7K)
Filed 2026-10-14
Old Second National Bank of Aurora
DECREASED
Shares1,590 from 19,063
Change-17,473 (-92%)
Value$166.8K (-$1.7M)
Filed 2026-10-22
Union Savings Bank
UNCHANGED
Shares1,581 from 1,581
Change0 (0%)
Value$165.8K (+$13.7K)
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
DECREASED
Shares1,560 from 1,865
Change-305 (-16%)
Value$163.7K (-$15.8K)
Filed 2026-11-02
Financial Consulate, Inc
DECREASED
Shares1,556 from 1,593
Change-37 (-2%)
Value$163.2K (+$9.9K)
Filed 2026-10-23
Whipplewood Advisors, LLC
DECREASED
Shares1,495 from 1,588
Change-93 (-6%)
Value$156.8K (+$4.0K)
Filed 2026-10-20
Bay Harbor Wealth Management, LLC
DECREASED
Shares1,491 from 1,563
Change-72 (-5%)
Value$156.4K (+$6.0K)
Filed 2026-11-03
Tsfg, LLC
DECREASED
Shares1,488 from 3,336
Change-1,848 (-55%)
Value$156.0K (-$165.0K)
Filed 2026-10-23
Wolverine Asset Management LLC
DECREASED
Shares1,486 from 16,230
Change-14,744 (-91%)
Value$155.9K (-$1.4M)
Filed 2026-11-02
Owl Creek Wealth Partners LLC
INCREASED
Shares1,485 from 1,230
Change+255 (+21%)
Value$155.8K (+$37.4K)
Filed 2026-10-20
Cornerstone National Bank & Trust Co
DECREASED
Shares1,483 from 2,128
Change-645 (-30%)
Value$150.3K (-$53.4K)
Filed 2026-10-20
Lipe & Dalton
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$155.0K (+$154.9K)
Filed 2026-10-15
Planning Strategies Inc.
INCREASED
Shares1,476 from 1,473
Change+3 (+0%)
Value$154.8K (+$13.1K)
Filed 2026-10-02
Vaquero Private Wealth, LTD
UNCHANGED
Shares1,441 from 1,441
Change0 (0%)
Value$151.2K (+$12.5K)
Filed 2026-10-27
Prudent Man Investment Management, Inc.
INCREASED
Shares1,375 from 804
Change+571 (+71%)
Value$144.3K (+$52.8K)
Filed 2026-11-03
Hurley Capital, LLC
DECREASED
Shares1,361 from 1,362
Change-1 (0%)
Value$142.8K (+$11.8K)
Filed 2026-11-05
Trifecta Capital Advisors, LLC
DECREASED
Shares1,359 from 1,365
Change-6 (0%)
Value$142.6K (+$11.2K)
Filed 2026-10-21
Morton Brown Family Wealth, LLC
INCREASED
Shares1,342 from 1,222
Change+120 (+10%)
Value$140.8K (+$23.2K)
Filed 2026-10-23
Bank of New Hampshire
DECREASED
Shares1,253 from 1,306
Change-53 (-4%)
Value$131.4K (+$5.7K)
Filed 2026-10-06
MH & Associates Securities Management Corp
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$130.2K (+$10.7K)
Filed 2026-10-30
N.E.W. Advisory Services LLC
INCREASED
Shares1,225 from 1,178
Change+47 (+4%)
Value$128.5K (+$15.1K)
Filed 2026-11-09
Tidemark, LLC
INCREASED
Shares1,192 from 1,026
Change+166 (+16%)
Value$125.0K (+$26.3K)
Filed 2026-11-09
Compass Wealth Management LLC
NEW
Shares1,160
Change+1,160
Value$121.7K
Filed 2026-10-22
Kozak & Associates, Inc.
INCREASED
Shares1,149 from 1,146
Change+3 (+0%)
Value$125.3K (+$15.6K)
Filed 2026-10-29
Phillip James Consulting Co.
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$119.2K (+$9.8K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
INCREASED
Shares1,125 from 1,123
Change+2 (+0%)
Value$118.0K (+$9.9K)
Filed 2026-10-23
Mizuho Securities Co. Ltd.
NEW
Shares1,100
Change+1,100
Value$115.4K
Filed 2026-11-04
Avion Wealth
DECREASED
Shares1,089 from 1,123
Change-34 (-3%)
Value$114.0K (+$6.0K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares1,086 from 962
Change+124 (+13%)
Value$113.9K (+$21.3K)
Filed 2026-10-29
Global Trust Asset Management, LLC
DECREASED
Shares1,085 from 1,088
Change-3 (0%)
Value$113.8K (+$9.1K)
Filed 2026-10-19
Darwin Wealth Management, LLC
INCREASED
Shares1,056 from 257
Change+799 (+311%)
Value$110.9K (+$86.1K)
Filed 2026-11-09
Gleason Group, Inc.
INCREASED
Shares1,053 from 1,035
Change+18 (+2%)
Value$110.5K (+$10.8K)
Filed 2026-10-15
Ares Financial Consulting, LLC
INCREASED
Shares1,042 from 1,041
Change+1 (+0%)
Value$109.3K (+$9.1K)
Filed 2026-10-19
Fairway Wealth LLC
INCREASED
Shares1,035 from 410
Change+625 (+152%)
Value$108.6K (+$69.1K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED
Shares1,023 from 1,018
Change+5 (+0%)
Value$107.3K (+$9.3K)
Filed 2026-10-23
Monetary Solutions, Ltd
INCREASED
Shares1,023 from 1,020
Change+3 (+0%)
Value$107.3K (+$9.1K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares1,002 from 945
Change+57 (+6%)
Value$105.0K (+$14.0K)
Filed 2026-10-14
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1,000 from 2,156
Change-1,156 (-54%)
Value$105.0K (-$102.0K)
Filed 2026-11-02
Pavaki Capital Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$104.9K (+$8.7K)
Filed 2026-10-26
Creative Capital Management Investments LLC
INCREASED
Shares959 from 934
Change+25 (+3%)
Value$100.6K (+$10.7K)
Filed 2026-10-28
Pathway Financial Advisers, LLC
NEW
Shares955
Change+955
Value$100.2K
Filed 2026-10-27
StrongBox Wealth, LLC
INCREASED
Shares926 from 925
Change+1 (+0%)
Value$97.1K (+$8.1K)
Filed 2026-11-02
3 Factor Indexing, LLC
INCREASED
Shares917 from 916
Change+1 (+0%)
Value$96.2K (+$8.0K)
Filed 2026-10-15
Capitol Family Office, Inc.
INCREASED
Shares889 from 798
Change+91 (+11%)
Value$93.3K (+$16.4K)
Filed 2026-10-13
Highline Wealth Partners LLC
INCREASED
Shares887 from 664
Change+223 (+34%)
Value$93.1K (+$29.2K)
Filed 2026-10-19
Bayban
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$85.0K ($0)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
INCREASED
Shares876 from 826
Change+50 (+6%)
Value$91.9K (+$12.2K)
Filed 2026-11-05
Bell Investment Advisors, Inc
INCREASED
Shares872 from 811
Change+61 (+8%)
Value$91.5K (+$13.4K)
Filed 2026-10-29
Financial Management Professionals, Inc.
INCREASED
Shares872 from 853
Change+19 (+2%)
Value$91.5K (+$8.7K)
Filed 2026-10-23
Wealth Analytics Partners, LLC
NEW
Shares848
Change+848
Value$89.0K
Filed 2026-10-19
Princeton Global Asset Management LLC
DECREASED
Shares840 from 1,250
Change-410 (-33%)
Value$88.1K (-$32.2K)
Filed 2026-10-21
Proathlete Wealth Management LLC
NEW
Shares825
Change+825
Value$86.5K
Filed 2026-10-15
Alpine Bank Wealth Management
DECREASED
Shares825 from 1,515
Change-690 (-46%)
Value$86.5K (-$59.3K)
Filed 2026-10-16
Wilkerson Advisory Group LLC
INCREASED
Shares824 from 812
Change+12 (+1%)
Value$86.4K (+$8.2K)
Filed 2026-10-20
USA Financial Formulas
NEW
Shares815
Change+815
Value$85.5K
Filed 2026-10-16
Quaker Wealth Management, LLC
INCREASED
Shares807 from 804
Change+3 (+0%)
Value$84.6K (+$7.2K)
Filed 2026-10-22
GoalVest Advisory LLC
UNCHANGED
Shares804 from 804
Change0 (0%)
Value$84.3K (+$7.0K)
Filed 2026-10-02
PFS Partners, LLC
DECREASED
Shares800 from 809
Change-9 (-1%)
Value$83.9K (+$6.0K)
Filed 2026-10-21
Chilton Capital Management LLC
DECREASED
Shares780 from 856
Change-76 (-9%)
Value$81.8K (-$568)
Filed 2026-10-28
Hyposwiss Advisors SA
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$81.8K (+$6.7K)
Filed 2026-10-26
Trust Co
INCREASED
Shares779 from 377
Change+402 (+107%)
Value$81.8K (+$45.4K)
Filed 2026-10-09
Entrust Financial LLC
INCREASED
Shares751 from 747
Change+4 (+1%)
Value$78.8K (+$6.9K)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$77.1K (+$6.4K)
Filed 2026-10-28
Investment Research & Advisory Group, Inc.
INCREASED
Shares702 from 504
Change+198 (+39%)
Value$81.2K (+$26.8K)
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares686 from 586
Change+100 (+17%)
Value$76.0K (+$19.6K)
Filed 2026-10-16
Canton Hathaway, LLC
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$71.9K (+$5.9K)
Filed 2026-10-23
Hughes Financial Services, LLC
DECREASED
Shares684 from 1,003
Change-319 (-32%)
Value$75.8K (-$20.7K)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares682 from 3,955
Change-3,273 (-83%)
Value$71.5K (-$309.3K)
Filed 2026-10-14
Downshift Financial, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$71.5K (+$5.9K)
Filed 2026-10-13
Fairman Group, LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$69.4K (+$5.2K)
Filed 2026-10-26
Peck Wealth Management, LLC
DECREASED
Shares650 from 1,000
Change-350 (-35%)
Value$68.2K (-$28.1K)
Filed 2026-10-29
Bank & Trust Co
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$67.3K (+$5.6K)
Filed 2026-10-07
Strategic Advocates LLC
UNCHANGED
Shares637 from 637
Change0 (0%)
Value$66.8K (+$5.5K)
Filed 2026-11-03
Joseph Group Capital Management
INCREASED
Shares633 from 563
Change+70 (+12%)
Value$66.4K (+$12.2K)
Filed 2026-11-04
WPG Advisers, LLC
INCREASED
Shares632 from 365
Change+267 (+73%)
Value$66.3K (+$31.2K)
Filed 2026-10-27
PlanVest Financial, Inc
INCREASED
Shares630 from 629
Change+1 (+0%)
Value$66.1K (+$5.6K)
Filed 2026-11-09
James T. Borello RIA
INCREASED
Shares627 from 612
Change+15 (+2%)
Value$65.8K (+$6.9K)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares606
Change+606
Value$63.6K
Filed 2026-10-27
American Capital Advisory, LLC
INCREASED
Shares605 from 598
Change+7 (+1%)
Value$63.5K (+$6.0K)
Filed 2026-10-28
Walsh & Associates, LLC
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$62.3K (+$5.1K)
Filed 2026-11-09
Country Trust Bank
INCREASED
Shares592 from 477
Change+115 (+24%)
Value$62.1K (+$16.2K)
Filed 2026-10-30
Livelsberger Financial Advisory
NEW
Shares591
Change+591
Value$62.0K
Filed 2026-10-28
IAG Wealth Partners, LLC
DECREASED
Shares575 from 624
Change-49 (-8%)
Value$60.3K (+$169)
Filed 2026-11-06
Wolff Wiese Magana LLC
DECREASED
Shares568 from 679
Change-111 (-16%)
Value$59.5K (-$5.8K)
Filed 2026-10-15
Holos Integrated Wealth LLC
INCREASED
Shares559 from 67
Change+492 (+734%)
Value$61.3K (+$54.7K)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
INCREASED
Shares546 from 545
Change+1 (+0%)
Value$57.3K (+$4.8K)
Filed 2026-10-15
Kennebec Savings Bank
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$55.8K (+$4.6K)
Filed 2026-10-22
Community Financial Services Group, LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$53.5K (+$3.0K)
Filed 2026-10-15
Team Financial Group, LLC
NEW
Shares521
Change+521
Value$54.7K
Filed 2026-10-30
Western Pacific Wealth Management, LP
INCREASED
Shares516 from 512
Change+4 (+1%)
Value$54.1K (+$4.8K)
Filed 2026-10-16
Next Level Wealth Planning, LLC
NEW
Shares499
Change+499
Value$52.4K
Filed 2026-10-29
Birchwood Financial Partners, Inc.
INCREASED
Shares495 from 471
Change+24 (+5%)
Value$52.0K (+$6.7K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
DECREASED
Shares490 from 639
Change-149 (-23%)
Value$51.4K (-$10.1K)
Filed 2026-10-16
IMG Wealth Management, Inc.
INCREASED
Shares490 from 410
Change+80 (+20%)
Value$51.4K (+$11.9K)
Filed 2026-10-27
Blueline Advisors LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$50.4K (+$4.2K)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares476 from 499
Change-23 (-5%)
Value$50.0K (+$1.9K)
Filed 2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$49.8K (+$4.1K)
Filed 2026-10-27
Hager Investment Management Services, LLC
INCREASED
Shares471 from 460
Change+11 (+2%)
Value$49.4K (+$5.1K)
Filed 2026-11-04
Financially Speaking Inc
DECREASED
Shares462 from 488
Change-26 (-5%)
Value$48.5K (+$1.4K)
Filed 2026-11-05
Bare Financial Services, Inc
INCREASED
Shares450 from 398
Change+52 (+13%)
Value$47.2K (+$8.9K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares448
Change+448
Value$47.0K
Filed 2026-11-04
Axiom Investment Management LLC
INCREASED
Shares446 from 233
Change+213 (+91%)
Value$46.8K (+$24.3K)
Filed 2026-11-03
Valley Wealth Managers, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$44.6K (+$3.7K)
Filed 2026-10-09
Olistico Wealth, LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$44.2K (+$3.6K)
Filed 2026-10-05
Carolina Wealth Advisors, LLC
INCREASED
Shares419 from 19
Change+400 (+2105%)
Value$44.0K (+$42.1K)
Filed 2026-10-23
Dogwood Wealth Management LLC
INCREASED
Shares419 from 391
Change+28 (+7%)
Value$44.0K (+$6.3K)
Filed 2026-11-09
Arlington Trust Co LLC
DECREASED
Shares411 from 917
Change-506 (-55%)
Value$43.1K (-$45.1K)
Filed 2026-10-20
Cherry Tree Wealth Management, LLC
DECREASED
Shares410 from 411
Change-1 (0%)
Value$43.0K (+$3.5K)
Filed 2026-10-15
Networth Advisors, LLC
INCREASED
Shares402 from 400
Change+2 (+1%)
Value$42.2K (+$3.7K)
Filed 2026-11-03
Abound Wealth Management
INCREASED
Shares401 from 309
Change+92 (+30%)
Value$42.0K (+$12.2K)
Filed 2026-10-26
Boit C F David
NEW
Shares400
Change+400
Value$42.0K
Filed 2026-10-29
Security National Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$42.0K (+$3.5K)
Filed 2026-10-26
United Financial Planning Group LLC
DECREASED
Shares394 from 453
Change-59 (-13%)
Value$41.3K (-$2.3K)
Filed 2026-11-04
Pittenger & Anderson Inc
DECREASED
Shares388 from 648
Change-260 (-40%)
Value$40.7K (-$21.7K)
Filed 2026-11-02
Redwood Park Advisors LLC
INCREASED
Shares382 from 379
Change+3 (+1%)
Value$40.1K (+$3.6K)
Filed 2026-11-02
Fortis Group Advisors, LLC
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$38.9K (+$3.2K)
Filed 2026-11-06
Syntax Research, Inc.
INCREASED
Shares370 from 368
Change+2 (+1%)
Value$38.8K (+$3.4K)
Filed 2026-11-04
Coston, McIsaac & Partners
INCREASED
Shares368 from 366
Change+2 (+1%)
Value$38.7K (+$3.7K)
Filed 2026-11-06
Meramec Financial Planners, LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$42.3K (+$7.3K)
Filed 2026-11-09
Hoey Investments, Inc
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$37.7K (+$3.1K)
Filed 2026-10-29
William B. Walkup & Associates, Inc.
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$37.2K (+$3.1K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
INCREASED
Shares348 from 347
Change+1 (+0%)
Value$36.5K (+$3.1K)
Filed 2026-11-02
Rothwell Investment Advisors, LLC
NEW
Shares347
Change+347
Value$36.4K
Filed 2026-11-06
Luken Investment Analytics, LLC
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$35.1K (+$2.9K)
Filed 2026-11-06
Markowski Investments
INCREASED
Shares333 from 313
Change+20 (+6%)
Value$34.9K (+$4.8K)
Filed 2026-10-30
J.Safra Asset Management Corp
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$34.8K (+$2.9K)
Filed 2026-11-03
Vima LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$34.5K (+$2.8K)
Filed 2026-10-23
Putney Financial Group LLC
NEW
Shares321
Change+321
Value$33.7K
Filed 2026-10-30
CKW Financial Group
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$32 (+$2)
Filed 2026-10-29
First Premier Bank
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$33.0K (+$33.0K)
Filed 2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$32.0K (+$2.7K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$31.6K (+$2.6K)
Filed 2026-10-23
Contravisory Investment Management, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$31.5K (+$2.6K)
Filed 2026-10-13
Rakuten Securities, Inc.
DECREASED
Shares290 from 611
Change-321 (-53%)
Value$30.4K (-$28.4K)
Filed 2026-11-02
Covestor Ltd
DECREASED
Shares290 from 291
Change-1 (0%)
Value$31 (-$28.0K)
Filed 2026-10-30
Kroeger Financial Partners
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$29.8K (+$2.5K)
Filed 2026-10-19
Centennial Bank
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$29.7K (+$2.4K)
Filed 2026-11-09
DiNuzzo Private Wealth, Inc.
INCREASED
Shares279 from 209
Change+70 (+33%)
Value$29.3K (+$9.2K)
Filed 2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$28.0K (+$2.3K)
Filed 2026-10-07
Retirement Wealth Solutions LLC
INCREASED
Shares266 from 251
Change+15 (+6%)
Value$27.9K (+$3.7K)
Filed 2026-10-07
Evolution Wealth Management Inc.
DECREASED
Shares264 from 563
Change-299 (-53%)
Value$27.7K (-$26.5K)
Filed 2026-10-28
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$27.7K (+$2.3K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED
Shares262 from 267
Change-5 (-2%)
Value$27.5K (+$1.8K)
Filed 2026-10-26
Clark Wealth Partners
INCREASED
Shares255 from 210
Change+45 (+21%)
Value$26.7K (+$6.4K)
Filed 2026-10-19
Essential Investment Partners LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$26.8K (+$2.2K)
Filed 2026-10-27
Vision Financial Markets LLC
DECREASED
Shares253 from 8,852
Change-8,599 (-97%)
Value$25.7K (-$826.1K)
Filed 2026-10-22
Yankcom Partnership
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$25.8K (+$2.1K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED
Shares242 from 228
Change+14 (+6%)
Value$25.4K (+$3.4K)
Filed 2026-11-02
Granite FO LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$25.4K (+$2.1K)
Filed 2026-10-14
Aventus Investment Advisors, Inc.
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$24.9K (+$2.1K)
Filed 2026-10-09
Highland Investment Advisors LLC
DECREASED
Shares229 from 255
Change-26 (-10%)
Value$24.0K (-$530)
Filed 2026-11-09
Navigoe, LLC
INCREASED
Shares229 from 228
Change+1 (+0%)
Value$24.0K (+$24.0K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares225
Change+225
Value$23.6K
Filed 2026-10-19
Torren Management, LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$22.5K (+$1.9K)
Filed 2026-10-29
Align Financial, LLC
INCREASED
Shares213 from 183
Change+30 (+16%)
Value$22.3K (+$4.7K)
Filed 2026-10-16
Trellis Wealth Advisors LLC
NEW
Shares212
Change+212
Value$22.2K
Filed 2026-10-19
Mascoma Wealth Management LLC
DECREASED
Shares210 from 218
Change-8 (-4%)
Value$22.0K (+$999)
Filed 2026-10-23
Southern Michigan Bank & Trust
INCREASED
Shares209 from 150
Change+59 (+39%)
Value$21.9K (+$7.5K)
Filed 2026-10-19
Vestor Capital, LLC
DECREASED
Shares202 from 22,720
Change-22,518 (-99%)
Value$106 (-$7.5K)
Filed 2026-11-04
IFS Advisors, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$21.2K (+$1.7K)
Filed 2026-10-14
Atlantic Private Wealth, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.0K (+$1.7K)
Filed 2026-11-09
Advantage Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.0K (+$1.7K)
Filed 2026-10-19
Y.D. More Investments Ltd
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$20.9K (+$1.7K)
Filed 2026-11-02
Collier Financial
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$20.7K (+$1.7K)
Filed 2026-11-06
Fairscale Capital, LLC
INCREASED
Shares190 from 185
Change+5 (+3%)
Value$21.1K (+$3.1K)
Filed 2026-11-04
Valued Wealth Advisors LLC
INCREASED
Shares189 from 161
Change+28 (+17%)
Value$19.8K (+$4.2K)
Filed 2026-11-05
Sfam, LLC
DECREASED
Shares180 from 268
Change-88 (-33%)
Value$18.9K (-$6.9K)
Filed 2026-11-03
POM Investment Strategies, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$18.8K (+$1.5K)
Filed 2026-10-20
Gold Investment Management Ltd.
INCREASED
Shares174 from 173
Change+1 (+1%)
Value$18.3K (+$1.6K)
Filed 2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$17.8K (+$1.5K)
Filed 2026-11-06
Burk Holdings LLC
INCREASED
Shares168 from 105
Change+63 (+60%)
Value$17.6K (+$7.5K)
Filed 2026-11-05
Maseco LLP
INCREASED
Shares168 from 148
Change+20 (+14%)
Value$17.6K (+$3.4K)
Filed 2026-10-27
Steph & Co
INCREASED
Shares166 from 153
Change+13 (+9%)
Value$17.4K (+$2.7K)
Filed 2026-10-07
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$16.6K (+$1.4K)
Filed 2026-10-16
Ulland Investment Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$16 (+$2)
Filed 2026-10-13
Aspect Partners, LLC
INCREASED
Shares140 from 122
Change+18 (+15%)
Value$14.7K (+$2.9K)
Filed 2026-10-20
Pacifica Partners Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$13.7K (+$250)
Filed 2026-10-09
Beacon Financial Strategies Corp
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$14.1K (+$1.2K)
Filed 2026-10-14
Kingdom Financial Group Llc.
DECREASED
Shares132 from 146
Change-14 (-10%)
Value$13.8K (-$236)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares130 from 150
Change-20 (-13%)
Value$13.7K (-$734)
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$13.5K (+$1.1K)
Filed 2026-10-13
Key Capital Management, Inc
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$13.4K (+$1.1K)
Filed 2026-11-03
Coastline Trust Co
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$13.1K (+$1.1K)
Filed 2026-10-01
McCarley & Cook Financial Planners
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$12.6K (+$1.0K)
Filed 2026-10-21
MB, Levis & Associates, LLC
DECREASED
Shares117 from 142
Change-25 (-18%)
Value$12.3K (-$1.4K)
Filed 2026-10-16
Burkett Financial Services, LLC
INCREASED
Shares113 from 112
Change+1 (+1%)
Value$11.9K (+$1.1K)
Filed 2026-10-01
Decker Retirement Planning Inc.
INCREASED
Shares107 from 94
Change+13 (+14%)
Value$11.2K (+$2.2K)
Filed 2026-10-19
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
NEW
Shares100
Change+100
Value$10.5K
Filed 2026-10-21
LAM Group, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.5K (+$865)
Filed 2026-10-26
Toews Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.5K (+$865)
Filed 2026-11-09
10Elms LLP
NEW
Shares98
Change+98
Value$10.3K
Filed 2026-11-06
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$10.1K (+$901)
Filed 2026-10-27
DecisionPoint Financial, LLC
INCREASED
Shares94 from 78
Change+16 (+21%)
Value$9.5K (+$2.1K)
Filed 2026-10-27
Breakwater Investment Management
INCREASED
Shares84 from 56
Change+28 (+50%)
Value$8.8K (+$3.4K)
Filed 2026-10-20
Peterson Wealth Management
INCREASED
Shares82 from 81
Change+1 (+1%)
Value$8.6K (+$769)
Filed 2026-11-06
Paladin Advisory Group, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.4K (+$692)
Filed 2026-11-09
Catherine Avery Investment Management LLC
INCREASED
Shares73 from 72
Change+1 (+1%)
Value$7.6K (+$681)
Filed 2026-10-14
Roble, Belko & Company, Inc
INCREASED
Shares71 from 54
Change+17 (+31%)
Value$7 (+$2)
Filed 2026-11-09
Montgomery Financial Services LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$7.4K (+$658)
Filed 2026-11-03
Marquette Asset Management, LLC
DECREASED
Shares67 from 279
Change-212 (-76%)
Value$7.0K (-$19.8K)
Filed 2026-10-09
RMG Wealth Management LLC
DECREASED
Shares62 from 162
Change-100 (-62%)
Value$7.0K (-$9.7K)
Filed 2026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$6.0K (+$493)
Filed 2026-10-30
Davis Capital Management
DECREASED
Shares53 from 85
Change-32 (-38%)
Value$5.6K (-$2.6K)
Filed 2026-10-08
Lynch Investment Planning, LLC
NEW
Shares51
Change+51
Value$5.4K
Filed 2026-10-27
KFG LLC
NEW
Shares50
Change+50
Value$5.2K
Filed 2026-11-02
Horizon Financial Services, LLC
INCREASED
Shares50 from 41
Change+9 (+22%)
Value$5.2K (+$1.3K)
Filed 2026-11-04
Cdkv Holdings LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.2K (+$432)
Filed 2026-10-28
Reap Financial Group, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.2K (+$432)
Filed 2026-11-02
WestEnd Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.2K (+$346)
Filed 2026-10-27
CrossGen Wealth, LLC
INCREASED
Shares39 from 24
Change+15 (+63%)
Value$4.1K (+$1.8K)
Filed 2026-10-30
Newton One Investments LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$4.1K (+$368)
Filed 2026-10-14
Park Square Financial Group, LLC
DECREASED
Shares37 from 54
Change-17 (-31%)
Value$3.9K (-$1.3K)
Filed 2026-11-09
Sunrise Financial Services, LLC
DECREASED
Shares36 from 107
Change-71 (-66%)
Value$3.8K (-$6.5K)
Filed 2026-10-21
Strengthening Families & Communities, LLC
DECREASED
Shares32 from 60
Change-28 (-47%)
Value$3.4K (-$2.4K)
Filed 2026-10-21
PayPay Securities Corp
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$3.3K (+$268)
Filed 2026-10-27
Horizons Wealth Management
NEW
Shares25
Change+25
Value$2.6K
Filed 2026-10-05
Kings Path Partners LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.6K (+$217)
Filed 2026-10-21
RHL Group, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.3K (+$214)
Filed 2026-11-04
High Point Wealth Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.2K (+$197)
Filed 2026-11-05
Frankly Finances, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.1K (+$173)
Filed 2026-10-28
Bear Mountain Capital, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.3K (+$317)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
NEW
Shares19
Change+19
Value$2.0K
Filed 2026-10-20
Cypress Capital Management LLC (WY)
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.0K (+$164)
Filed 2026-11-09
Your Advocates Ltd., LLP
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.9K (+$155)
Filed 2026-11-03
Richardson Capital Management LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.7K (+$154)
Filed 2026-10-23
Clayton Financial Group LLC
NEW
Shares12
Change+12
Value$1.3K
Filed 2026-10-13
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.2K (+$106)
Filed 2026-10-14
Peterson Wealth Services
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.0K (+$86)
Filed 2026-10-26
John Boyer, Inc.
NEW
Shares9
Change+9
Value$974
Filed 2026-10-27
GS Investments, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$944 (+$78)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
NEW
Shares8
Change+8
Value$839
Filed 2026-11-05
One River Asset Management, LLC
DECREASED
Shares8 from 864
Change-856 (-99%)
Value$839 (-$82.3K)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
DECREASED
Shares7 from 226
Change-219 (-97%)
Value$762 (-$20.9K)
Filed 2026-10-26
West Financial Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$525 (+$43)
Filed 2026-10-22
Fiduciary Advisors, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$315 (+$26)
Filed 2026-10-16
NorthAvenue LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$109 (+$10)
Filed 2026-10-29
Imc-Chicago, LLC
CLOSED
Shares0 from 349,255
Change-349,255 (-100%)
Value$0 (-$33.6M)
Filed 2026-11-05
BCV Asset Management Inc.
CLOSED
Shares0 from 94,050
Change-94,050 (-100%)
Value$0 (-$9.3M)
Filed 2026-11-06
Highland Capital Management, LLC
CLOSED
Shares0 from 42,769
Change-42,769 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-26
Citizens Business Bank
CLOSED
Shares0 from 34,887
Change-34,887 (-100%)
Value$0 (-$3.4M)
Filed 2026-11-09
DLK Investment Management, LLC
CLOSED
Shares0 from 31,110
Change-31,110 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-09
Wellington Shields & Co., LLC
CLOSED
Shares0 from 26,902
Change-26,902 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-03
PKO Investment Management Joint-Stock Co
CLOSED
Shares0 from 24,786
Change-24,786 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-19
M3 Wealth Management, LLC
CLOSED
Shares0 from 24,435
Change-24,435 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-09
Essex Investment Management Co LLC
CLOSED
Shares0 from 22,666
Change-22,666 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-19
Corrado Advisors, LLC
CLOSED
Shares0 from 14,321
Change-14,321 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 13,817
Change-13,817 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-14
Bochk Asset Management Ltd
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
One Wealth Capital Management, LLC
CLOSED
Shares0 from 12,675
Change-12,675 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-23
Arjuna Capital
CLOSED
Shares0 from 12,201
Change-12,201 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Great Lakes Retirement, Inc.
CLOSED
Shares0 from 10,563
Change-10,563 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-26
Hartline Investment Corp/
CLOSED
Shares0 from 9,308
Change-9,308 (-100%)
Value$0 (-$895.9K)
Filed 2026-10-29
FNY Investment Advisers, LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$770)
Filed 2026-10-16
Triangle Securities Wealth Management
CLOSED
Shares0 from 6,260
Change-6,260 (-100%)
Value$0 (-$602.5K)
Filed 2026-10-14
PCG Asset Management, LLC
CLOSED
Shares0 from 6,070
Change-6,070 (-100%)
Value$0 (-$588.8K)
Filed 2026-11-05
CV Advisors LLC
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$529.4K)
Filed 2026-10-13
Agate Pass Investment Management, LLC
CLOSED
Shares0 from 5,220
Change-5,220 (-100%)
Value$0 (-$502.5K)
Filed 2026-10-20
CenterStar Asset Management, LLC
CLOSED
Shares0 from 4,993
Change-4,993 (-100%)
Value$0 (-$481.0K)
Filed 2026-10-09
MQS Management LLC
CLOSED
Shares0 from 4,363
Change-4,363 (-100%)
Value$0 (-$419.9K)
Filed 2026-11-06
Wright Investors Service Inc
CLOSED
Shares0 from 4,338
Change-4,338 (-100%)
Value$0 (-$417.5K)
Filed 2026-11-02
Convergence Financial, LLC
CLOSED
Shares0 from 4,112
Change-4,112 (-100%)
Value$0 (-$395.8K)
Filed 2026-10-27
Legacy Advisory Services, LLC
CLOSED
Shares0 from 4,104
Change-4,104 (-100%)
Value$0 (-$395.1K)
Filed 2026-10-20
Elevated Financial Group LLC
CLOSED
Shares0 from 3,998
Change-3,998 (-100%)
Value$0 (-$384.8K)
Filed 2026-10-16
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,808
Change-3,808 (-100%)
Value$0 (-$366.5K)
Filed 2026-11-03
Tannin Capital LLC
CLOSED
Shares0 from 3,709
Change-3,709 (-100%)
Value$0 (-$357.0K)
Filed 2026-11-05
111 Capital
CLOSED
Shares0 from 3,704
Change-3,704 (-100%)
Value$0 (-$356.5K)
Filed 2026-11-03
Rockingstone Advisors LLC
CLOSED
Shares0 from 3,580
Change-3,580 (-100%)
Value$0 (-$344.6K)
Filed 2026-10-16
Equita Financial Network, Inc.
CLOSED
Shares0 from 3,123
Change-3,123 (-100%)
Value$0 (-$300.6K)
Filed 2026-10-19
BXM Wealth LLC
CLOSED
Shares0 from 3,076
Change-3,076 (-100%)
Value$0 (-$296.1K)
Filed 2026-11-03
WealthSpring Partners, LLC
CLOSED
Shares0 from 2,543
Change-2,543 (-100%)
Value$0 (-$244.8K)
Filed 2026-10-14
Arlington Partners LLC
CLOSED
Shares0 from 2,495
Change-2,495 (-100%)
Value$0 (-$240.1K)
Filed 2026-10-20
Orba Wealth Advisors, L.L.C.
CLOSED
Shares0 from 2,325
Change-2,325 (-100%)
Value$0 (-$223.8K)
Filed 2026-10-23
Semus Wealth Partners LLC
CLOSED
Shares0 from 2,292
Change-2,292 (-100%)
Value$0 (-$220.6K)
Filed 2026-10-22
25 LLC
CLOSED
Shares0 from 2,267
Change-2,267 (-100%)
Value$0 (-$218.2K)
Filed 2026-10-13
Navalign, LLC
CLOSED
Shares0 from 2,264
Change-2,264 (-100%)
Value$0 (-$217.9K)
Filed 2026-11-09
RDA Financial Network
CLOSED
Shares0 from 2,224
Change-2,224 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-15
Nolet Wealth Management, LLC
CLOSED
Shares0 from 2,185
Change-2,185 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-15
NBZ Investment Advisors LLC
CLOSED
Shares0 from 2,146
Change-2,146 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-30
Insight Advisors, LLC/ PA
CLOSED
Shares0 from 2,110
Change-2,110 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-22
Canopy Partners, LLC
CLOSED
Shares0 from 2,067
Change-2,067 (-100%)
Value$0 (-$198.9K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,848
Change-1,848 (-100%)
Value$0 (-$177.9K)
Filed 2026-10-13
Park Place Capital Corp
CLOSED
Shares0 from 1,256
Change-1,256 (-100%)
Value$0 (-$120.9K)
Filed 2026-11-09
Heritage Wealth Advisors
CLOSED
Shares0 from 1,085
Change-1,085 (-100%)
Value$0 (-$104.4K)
Filed 2026-11-09
Sims Investment Management, LLC
CLOSED
Shares0 from 911
Change-911 (-100%)
Value$0 (-$88.9K)
Filed 2026-10-13
Friedenthal Financial
CLOSED
Shares0 from 763
Change-763 (-100%)
Value$0 (-$73.4K)
Filed 2026-10-27
Richardson Financial Services Inc.
CLOSED
Shares0 from 595
Change-595 (-100%)
Value$0 (-$57.3K)
Filed 2026-10-30
Obsidian CIO, LLC
CLOSED
Shares0 from 471
Change-471 (-100%)
Value$0 (-$45.3K)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$33.7K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$24.6K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$22.1K)
Filed 2026-10-23
Brooklyn FI, LLC
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$19.7K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$15.1K)
Filed 2026-11-03
Robinswood Financial LLC
CLOSED
Shares0 from 154
Change-154 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-20
Atlatl Advisers LLC
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$13.7K)
Filed 2026-10-22
Bayforest Capital Ltd
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$13.1K)
Filed 2026-11-03
Merrithew & Thorsten Inc
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$12)
Filed 2026-11-06
Evolution Advisers, Inc.
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$10)
Filed 2026-11-06
Solstein Capital, LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-02
Lummis Asset Management, LP
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-09
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$2)
Filed 2026-11-06
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-16
Noble Wealth Management PBC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-01
Islay Capital Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$96)
Filed 2026-10-20
BlackRock, Inc.
N/A
Shares— from 136,882,993
Change-136,882,993 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 113,429,755
Change-113,429,755 (-100%)
Value—
State Street Corp
N/A
Shares— from 83,495,399
Change-83,495,399 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 75,807,759
Change-75,807,759 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 36,764,336
Change-36,764,336 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 34,495,232
Change-34,495,232 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 31,986,559
Change-31,986,559 (-100%)
Value—
FMR LLC
N/A
Shares— from 25,391,170
Change-25,391,170 (-100%)
Value—
Norges Bank
N/A
Shares— from 20,249,669
Change-20,249,669 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 19,547,578
Change-19,547,578 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 17,189,546
Change-17,189,546 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 16,869,572
Change-16,869,572 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 15,681,976
Change-15,681,976 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 14,605,106
Change-14,605,106 (-100%)
Value—
Capital World Investors
N/A
Shares— from 14,472,873
Change-14,472,873 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 14,459,098
Change-14,459,098 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,409,258
Change-14,409,258 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 13,574,038
Change-13,574,038 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 11,706,281
Change-11,706,281 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 11,551,607
Change-11,551,607 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 11,490,905
Change-11,490,905 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,171,393
Change-11,171,393 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 11,134,781
Change-11,134,781 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 10,781,788
Change-10,781,788 (-100%)
Value—
Boston Partners
N/A
Shares— from 10,599,416
Change-10,599,416 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 10,399,129
Change-10,399,129 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,012,272
Change-10,012,272 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 9,754,599
Change-9,754,599 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 9,331,598
Change-9,331,598 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,731,468
Change-8,731,468 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 7,158,406
Change-7,158,406 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 7,142,995
Change-7,142,995 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 7,020,957
Change-7,020,957 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,373,084
Change-6,373,084 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,042,314
Change-6,042,314 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 5,375,293
Change-5,375,293 (-100%)
Value—
59 North Capital Management, LP
N/A
Shares— from 5,255,314
Change-5,255,314 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,112,100
Change-5,112,100 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 4,996,525
Change-4,996,525 (-100%)
Value—
National Pension Service
N/A
Shares— from 4,337,598
Change-4,337,598 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,955,285
Change-3,955,285 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,814,831
Change-3,814,831 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 3,734,888
Change-3,734,888 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 3,731,976
Change-3,731,976 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 3,620,805
Change-3,620,805 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,517,073
Change-3,517,073 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,477,625
Change-3,477,625 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,443,150
Change-3,443,150 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,284,960
Change-3,284,960 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 3,246,923
Change-3,246,923 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,055,670
Change-3,055,670 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,012,544
Change-3,012,544 (-100%)
Value—
D1 Capital Partners L.P.
N/A
Shares— from 2,874,400
Change-2,874,400 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,721,470
Change-2,721,470 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,489,976
Change-2,489,976 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,420,638
Change-2,420,638 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,417,056
Change-2,417,056 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,382,755
Change-2,382,755 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 2,341,740
Change-2,341,740 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,300,425
Change-2,300,425 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 2,199,577
Change-2,199,577 (-100%)
Value—
Dendur Capital LP
N/A
Shares— from 2,192,000
Change-2,192,000 (-100%)
Value—
Corvex Management LPA
N/A
Shares— from 2,160,581
Change-2,160,581 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,027,922
Change-2,027,922 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 2,000,000
Change-2,000,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,988,816
Change-1,988,816 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,910,610
Change-1,910,610 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,884,848
Change-1,884,848 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,833,665
Change-1,833,665 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,809,481
Change-1,809,481 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,741,840
Change-1,741,840 (-100%)
Value—
H&H International Investment, LLC
N/A
Shares— from 1,706,600
Change-1,706,600 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,684,465
Change-1,684,465 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,680,642
Change-1,680,642 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,606,937
Change-1,606,937 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,568,159
Change-1,568,159 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,532,311
Change-1,532,311 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,483,725
Change-1,483,725 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,455,584
Change-1,455,584 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,437,605
Change-1,437,605 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,422,482
Change-1,422,482 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,391,010
Change-1,391,010 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,373,777
Change-1,373,777 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,339,131
Change-1,339,131 (-100%)
Value—
Marshfield Associates
N/A
Shares— from 1,298,132
Change-1,298,132 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,257,663
Change-1,257,663 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,205,463
Change-1,205,463 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 1,147,993
Change-1,147,993 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,105,324
Change-1,105,324 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,100,812
Change-1,100,812 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,082,241
Change-1,082,241 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,078,500
Change-1,078,500 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,034,798
Change-1,034,798 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,027,083
Change-1,027,083 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,012,753
Change-1,012,753 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 986,475
Change-986,475 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 980,995
Change-980,995 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 978,493
Change-978,493 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 978,095
Change-978,095 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 974,332
Change-974,332 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 946,893
Change-946,893 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 944,921
Change-944,921 (-100%)
Value—
FIL Ltd
N/A
Shares— from 933,884
Change-933,884 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 904,111
Change-904,111 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 893,804
Change-893,804 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 858,708
Change-858,708 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 849,838
Change-849,838 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 842,506
Change-842,506 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 811,208
Change-811,208 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 796,318
Change-796,318 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 793,512
Change-793,512 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 789,542
Change-789,542 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 777,314
Change-777,314 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 777,070
Change-777,070 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 769,707
Change-769,707 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 738,057
Change-738,057 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 733,063
Change-733,063 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 728,259
Change-728,259 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 725,646
Change-725,646 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 713,429
Change-713,429 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 702,572
Change-702,572 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 697,152
Change-697,152 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 684,219
Change-684,219 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 675,299
Change-675,299 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 661,394
Change-661,394 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 656,051
Change-656,051 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 635,446
Change-635,446 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 630,489
Change-630,489 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 623,093
Change-623,093 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 620,540
Change-620,540 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 610,110
Change-610,110 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 607,671
Change-607,671 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 600,607
Change-600,607 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 598,504
Change-598,504 (-100%)
Value—
Commerce Bank
N/A
Shares— from 593,221
Change-593,221 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 591,045
Change-591,045 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 589,580
Change-589,580 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 576,537
Change-576,537 (-100%)
Value—
Long Focus Capital Management, LLC
N/A
Shares— from 565,000
Change-565,000 (-100%)
Value—
Shapiro Capital Management LLC
N/A
Shares— from 549,006
Change-549,006 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 515,567
Change-515,567 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 507,146
Change-507,146 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 485,870
Change-485,870 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 473,112
Change-473,112 (-100%)
Value—
DigitalBridge Group, Inc.
N/A
Shares— from 461,728
Change-461,728 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 453,782
Change-453,782 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 453,572
Change-453,572 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 450,625
Change-450,625 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 445,675
Change-445,675 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 443,095
Change-443,095 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 442,658
Change-442,658 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 441,934
Change-441,934 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 434,834
Change-434,834 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 433,852
Change-433,852 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 409,730
Change-409,730 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 403,436
Change-403,436 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 397,890
Change-397,890 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 380,696
Change-380,696 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 378,353
Change-378,353 (-100%)
Value—
ING Groep NV
N/A
Shares— from 373,003
Change-373,003 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 369,357
Change-369,357 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 360,600
Change-360,600 (-100%)
Value—
Bronte Capital Management Pty Ltd.
N/A
Shares— from 360,243
Change-360,243 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 359,092
Change-359,092 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 358,461
Change-358,461 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 355,027
Change-355,027 (-100%)
Value—
Blair William & Co
N/A
Shares— from 351,627
Change-351,627 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 347,564
Change-347,564 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 340,314
Change-340,314 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 339,771
Change-339,771 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 333,976
Change-333,976 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 332,056
Change-332,056 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 325,064
Change-325,064 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 324,330
Change-324,330 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 318,257
Change-318,257 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 309,093
Change-309,093 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 308,894
Change-308,894 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 307,553
Change-307,553 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 305,407
Change-305,407 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 301,612
Change-301,612 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 301,311
Change-301,311 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 301,243
Change-301,243 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 297,499
Change-297,499 (-100%)
Value—
Chescapmanager LLC
N/A
Shares— from 289,997
Change-289,997 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 288,690
Change-288,690 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 286,195
Change-286,195 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 282,681
Change-282,681 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 274,771
Change-274,771 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 273,666
Change-273,666 (-100%)
Value—
Tremblant Capital Group
N/A
Shares— from 271,194
Change-271,194 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 269,378
Change-269,378 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 268,135
Change-268,135 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 267,802
Change-267,802 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 265,608
Change-265,608 (-100%)
Value—
Dodge & COX
N/A
Shares— from 261,007
Change-261,007 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 260,538
Change-260,538 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 258,299
Change-258,299 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 256,929
Change-256,929 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 255,758
Change-255,758 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 255,313
Change-255,313 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 254,320
Change-254,320 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 253,353
Change-253,353 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 250,903
Change-250,903 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 245,477
Change-245,477 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 244,279
Change-244,279 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 240,989
Change-240,989 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 239,985
Change-239,985 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 239,469
Change-239,469 (-100%)
Value—
Lone Peak Global Investors LLC
N/A
Shares— from 231,050
Change-231,050 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 230,061
Change-230,061 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 229,592
Change-229,592 (-100%)
Value—
Prudential PLC
N/A
Shares— from 227,181
Change-227,181 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 225,758
Change-225,758 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 224,221
Change-224,221 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 224,051
Change-224,051 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 223,617
Change-223,617 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 222,689
Change-222,689 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 222,329
Change-222,329 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 220,000
Change-220,000 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 218,527
Change-218,527 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 213,540
Change-213,540 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 213,206
Change-213,206 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 212,883
Change-212,883 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 211,815
Change-211,815 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 206,758
Change-206,758 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 203,811
Change-203,811 (-100%)
Value—
Grace & Mercy Foundation, Inc.
N/A
Shares— from 201,100
Change-201,100 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 200,485
Change-200,485 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 199,560
Change-199,560 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 199,530
Change-199,530 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 199,219
Change-199,219 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 189,187
Change-189,187 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 189,004
Change-189,004 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 188,349
Change-188,349 (-100%)
Value—
Allianz SE
N/A
Shares— from 188,243
Change-188,243 (-100%)
Value—
&partners
N/A
Shares— from 187,939
Change-187,939 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 187,732
Change-187,732 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 185,535
Change-185,535 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 184,355
Change-184,355 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 179,843
Change-179,843 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 178,026
Change-178,026 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 175,722
Change-175,722 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 173,626
Change-173,626 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 170,893
Change-170,893 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 168,057
Change-168,057 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 162,499
Change-162,499 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 160,653
Change-160,653 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 160,151
Change-160,151 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 157,482
Change-157,482 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 156,275
Change-156,275 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 155,111
Change-155,111 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 153,267
Change-153,267 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 147,470
Change-147,470 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 147,031
Change-147,031 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 145,589
Change-145,589 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 142,302
Change-142,302 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 141,674
Change-141,674 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 137,879
Change-137,879 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 135,912
Change-135,912 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 135,166
Change-135,166 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 132,933
Change-132,933 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 132,793
Change-132,793 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 129,890
Change-129,890 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 129,628
Change-129,628 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 128,813
Change-128,813 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 127,420
Change-127,420 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 125,933
Change-125,933 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 125,132
Change-125,132 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 125,021
Change-125,021 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 124,223
Change-124,223 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 124,006
Change-124,006 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 123,970
Change-123,970 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 123,799
Change-123,799 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 121,964
Change-121,964 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 121,119
Change-121,119 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 120,475
Change-120,475 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 116,683
Change-116,683 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 116,186
Change-116,186 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 114,615
Change-114,615 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 113,896
Change-113,896 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 112,960
Change-112,960 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 112,152
Change-112,152 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 111,337
Change-111,337 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 111,100
Change-111,100 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 110,593
Change-110,593 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 110,093
Change-110,093 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 109,923
Change-109,923 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 109,800
Change-109,800 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 108,824
Change-108,824 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 106,315
Change-106,315 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 105,780
Change-105,780 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 103,792
Change-103,792 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 103,350
Change-103,350 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 101,895
Change-101,895 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 101,500
Change-101,500 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 101,355
Change-101,355 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 101,333
Change-101,333 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 100,510
Change-100,510 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 100,333
Change-100,333 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 98,861
Change-98,861 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 97,862
Change-97,862 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 94,074
Change-94,074 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 93,758
Change-93,758 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 93,748
Change-93,748 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 93,616
Change-93,616 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 93,534
Change-93,534 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 92,668
Change-92,668 (-100%)
Value—
Ossiam
N/A
Shares— from 92,496
Change-92,496 (-100%)
Value—
DRH Investments, Inc.
N/A
Shares— from 90,715
Change-90,715 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 90,004
Change-90,004 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 89,154
Change-89,154 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 88,955
Change-88,955 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 88,914
Change-88,914 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 87,040
Change-87,040 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 86,900
Change-86,900 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 86,156
Change-86,156 (-100%)
Value—
BNP Paribas
N/A
Shares— from 85,547
Change-85,547 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 85,249
Change-85,249 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 85,031
Change-85,031 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 84,579
Change-84,579 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 82,186
Change-82,186 (-100%)
Value—
Allstate Corp
N/A
Shares— from 82,102
Change-82,102 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 81,834
Change-81,834 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 81,113
Change-81,113 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 80,326
Change-80,326 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 79,592
Change-79,592 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 78,342
Change-78,342 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 78,099
Change-78,099 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 77,717
Change-77,717 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 77,044
Change-77,044 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 75,811
Change-75,811 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 75,503
Change-75,503 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 73,090
Change-73,090 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 72,803
Change-72,803 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 72,376
Change-72,376 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 72,299
Change-72,299 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 72,000
Change-72,000 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 70,500
Change-70,500 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 69,936
Change-69,936 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 69,711
Change-69,711 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 69,669
Change-69,669 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 68,479
Change-68,479 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 67,968
Change-67,968 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 67,967
Change-67,967 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 67,804
Change-67,804 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 67,712
Change-67,712 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 67,131
Change-67,131 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 66,639
Change-66,639 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 65,837
Change-65,837 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 63,597
Change-63,597 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 62,942
Change-62,942 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 62,555
Change-62,555 (-100%)
Value—
EFG International AG
N/A
Shares— from 62,075
Change-62,075 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 62,038
Change-62,038 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 61,136
Change-61,136 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 61,038
Change-61,038 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 60,162
Change-60,162 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 60,075
Change-60,075 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 59,674
Change-59,674 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 58,846
Change-58,846 (-100%)
Value—
Saber Capital Managment, LLC
N/A
Shares— from 58,095
Change-58,095 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 57,594
Change-57,594 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 57,044
Change-57,044 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 55,963
Change-55,963 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 55,948
Change-55,948 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 55,676
Change-55,676 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 55,576
Change-55,576 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 55,265
Change-55,265 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 54,307
Change-54,307 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 54,237
Change-54,237 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 54,234
Change-54,234 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 54,044
Change-54,044 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 54,002
Change-54,002 (-100%)
Value—
Stephens Inc
N/A
Shares— from 53,999
Change-53,999 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 53,376
Change-53,376 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 52,733
Change-52,733 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 52,301
Change-52,301 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 51,968
Change-51,968 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 51,562
Change-51,562 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 51,421
Change-51,421 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 51,235
Change-51,235 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 50,146
Change-50,146 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 50,117
Change-50,117 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 49,751
Change-49,751 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 49,669
Change-49,669 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 49,465
Change-49,465 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 49,387
Change-49,387 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 49,331
Change-49,331 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 48,643
Change-48,643 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 48,124
Change-48,124 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 47,879
Change-47,879 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 47,627
Change-47,627 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 47,168
Change-47,168 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 46,541
Change-46,541 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 46,149
Change-46,149 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 46,086
Change-46,086 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 45,973
Change-45,973 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 45,846
Change-45,846 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 45,802
Change-45,802 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 45,653
Change-45,653 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 45,525
Change-45,525 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 45,420
Change-45,420 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 44,668
Change-44,668 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 44,223
Change-44,223 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 43,979
Change-43,979 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 43,807
Change-43,807 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 43,727
Change-43,727 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 43,115
Change-43,115 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 42,518
Change-42,518 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 41,996
Change-41,996 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 40,839
Change-40,839 (-100%)
Value—
Simmons Bank
N/A
Shares— from 40,746
Change-40,746 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 40,690
Change-40,690 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 40,638
Change-40,638 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 39,759
Change-39,759 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 39,694
Change-39,694 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 39,413
Change-39,413 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 39,145
Change-39,145 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 39,130
Change-39,130 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 38,665
Change-38,665 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 38,329
Change-38,329 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 38,187
Change-38,187 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 37,896
Change-37,896 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 37,329
Change-37,329 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 37,169
Change-37,169 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 36,617
Change-36,617 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 35,814
Change-35,814 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 35,729
Change-35,729 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 35,452
Change-35,452 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 35,406
Change-35,406 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 35,032
Change-35,032 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 34,810
Change-34,810 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 34,726
Change-34,726 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 34,706
Change-34,706 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 34,699
Change-34,699 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 34,377
Change-34,377 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 34,332
Change-34,332 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 33,830
Change-33,830 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 33,706
Change-33,706 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 33,578
Change-33,578 (-100%)
Value—
Broad Run Investment Management, LLC
N/A
Shares— from 33,559
Change-33,559 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 33,406
Change-33,406 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 33,151
Change-33,151 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 32,640
Change-32,640 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 32,589
Change-32,589 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 32,071
Change-32,071 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 32,060
Change-32,060 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 31,865
Change-31,865 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 31,850
Change-31,850 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 31,838
Change-31,838 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 30,873
Change-30,873 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 30,800
Change-30,800 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 30,411
Change-30,411 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 30,329
Change-30,329 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 29,915
Change-29,915 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 29,867
Change-29,867 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 29,696
Change-29,696 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 29,647
Change-29,647 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 28,946
Change-28,946 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 28,680
Change-28,680 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 28,336
Change-28,336 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 28,273
Change-28,273 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 27,834
Change-27,834 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 27,326
Change-27,326 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 27,226
Change-27,226 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 27,074
Change-27,074 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 26,904
Change-26,904 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 26,362
Change-26,362 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 26,264
Change-26,264 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 26,028
Change-26,028 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 25,938
Change-25,938 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 25,843
Change-25,843 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 25,746
Change-25,746 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 25,645
Change-25,645 (-100%)
Value—
Sprucegrove Investment Management LTD
N/A
Shares— from 25,541
Change-25,541 (-100%)
Value—
CTC LLC
N/A
Shares— from 25,453
Change-25,453 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 25,385
Change-25,385 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 25,380
Change-25,380 (-100%)
Value—
CM Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 24,892
Change-24,892 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 24,855
Change-24,855 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 24,696
Change-24,696 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 24,662
Change-24,662 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 24,660
Change-24,660 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 24,600
Change-24,600 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 24,273
Change-24,273 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 24,001
Change-24,001 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 23,783
Change-23,783 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 23,319
Change-23,319 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 23,119
Change-23,119 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 22,928
Change-22,928 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 22,917
Change-22,917 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 22,450
Change-22,450 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 22,289
Change-22,289 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 22,282
Change-22,282 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 22,175
Change-22,175 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 22,152
Change-22,152 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 21,970
Change-21,970 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 21,811
Change-21,811 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 21,806
Change-21,806 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 21,529
Change-21,529 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 21,112
Change-21,112 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 21,063
Change-21,063 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 20,671
Change-20,671 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 20,439
Change-20,439 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 20,032
Change-20,032 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 19,922
Change-19,922 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 19,841
Change-19,841 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 19,672
Change-19,672 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 19,054
Change-19,054 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 18,958
Change-18,958 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 18,944
Change-18,944 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 18,901
Change-18,901 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,777
Change-18,777 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 18,746
Change-18,746 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 18,739
Change-18,739 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 18,720
Change-18,720 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 18,661
Change-18,661 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 18,596
Change-18,596 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 18,499
Change-18,499 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 18,477
Change-18,477 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 18,124
Change-18,124 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 18,051
Change-18,051 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 17,905
Change-17,905 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 17,871
Change-17,871 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 17,810
Change-17,810 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 17,612
Change-17,612 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 17,610
Change-17,610 (-100%)
Value—
Invst, LLC
N/A
Shares— from 17,545
Change-17,545 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 17,536
Change-17,536 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 17,380
Change-17,380 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 17,190
Change-17,190 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 17,143
Change-17,143 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 17,143
Change-17,143 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 17,060
Change-17,060 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 17,041
Change-17,041 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 16,887
Change-16,887 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 16,841
Change-16,841 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 16,838
Change-16,838 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 16,586
Change-16,586 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 16,584
Change-16,584 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 16,523
Change-16,523 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 16,434
Change-16,434 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 16,336
Change-16,336 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 16,160
Change-16,160 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 16,139
Change-16,139 (-100%)
Value—
IAT Reinsurance Co Ltd.
N/A
Shares— from 16,133
Change-16,133 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 16,110
Change-16,110 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 16,084
Change-16,084 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 15,950
Change-15,950 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 15,939
Change-15,939 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 15,856
Change-15,856 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 15,744
Change-15,744 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 15,640
Change-15,640 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 15,606
Change-15,606 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 15,583
Change-15,583 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 15,520
Change-15,520 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 15,470
Change-15,470 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 15,404
Change-15,404 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15,345
Change-15,345 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,295
Change-15,295 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 15,030
Change-15,030 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 14,954
Change-14,954 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 14,597
Change-14,597 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 14,212
Change-14,212 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 14,197
Change-14,197 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 14,193
Change-14,193 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 14,169
Change-14,169 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
Mount Capital Ltd
N/A
Shares— from 13,951
Change-13,951 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 13,898
Change-13,898 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 13,852
Change-13,852 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 13,802
Change-13,802 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 13,780
Change-13,780 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,701
Change-13,701 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 13,684
Change-13,684 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 13,221
Change-13,221 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 13,072
Change-13,072 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 13,067
Change-13,067 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 13,035
Change-13,035 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 13,030
Change-13,030 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 12,877
Change-12,877 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 12,876
Change-12,876 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 12,865
Change-12,865 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 12,807
Change-12,807 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 12,583
Change-12,583 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 12,561
Change-12,561 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 12,519
Change-12,519 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
CSS LLC
N/A
Shares— from 12,430
Change-12,430 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 12,354
Change-12,354 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 12,327
Change-12,327 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 12,298
Change-12,298 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 12,236
Change-12,236 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 12,205
Change-12,205 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 12,110
Change-12,110 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 12,037
Change-12,037 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 12,029
Change-12,029 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 11,930
Change-11,930 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 11,904
Change-11,904 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 11,793
Change-11,793 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 11,791
Change-11,791 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 11,699
Change-11,699 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 11,673
Change-11,673 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 11,654
Change-11,654 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 11,621
Change-11,621 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 11,615
Change-11,615 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,540
Change-11,540 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 11,397
Change-11,397 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 11,362
Change-11,362 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 11,319
Change-11,319 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 11,314
Change-11,314 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 11,257
Change-11,257 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 11,223
Change-11,223 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 11,134
Change-11,134 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 10,855
Change-10,855 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 10,805
Change-10,805 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,737
Change-10,737 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 10,653
Change-10,653 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 10,597
Change-10,597 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 10,554
Change-10,554 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 10,518
Change-10,518 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 10,446
Change-10,446 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 10,418
Change-10,418 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 10,413
Change-10,413 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 10,413
Change-10,413 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 10,324
Change-10,324 (-100%)
Value—
Summitry LLC
N/A
Shares— from 10,179
Change-10,179 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 10,165
Change-10,165 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 10,131
Change-10,131 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 10,065
Change-10,065 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 9,973
Change-9,973 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 9,903
Change-9,903 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 9,836
Change-9,836 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 9,759
Change-9,759 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 9,758
Change-9,758 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 9,754
Change-9,754 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 9,750
Change-9,750 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 9,744
Change-9,744 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 9,694
Change-9,694 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 9,584
Change-9,584 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 9,557
Change-9,557 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 9,505
Change-9,505 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 9,428
Change-9,428 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 9,381
Change-9,381 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 9,375
Change-9,375 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 9,248
Change-9,248 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 9,222
Change-9,222 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 9,222
Change-9,222 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 9,170
Change-9,170 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 8,995
Change-8,995 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 8,984
Change-8,984 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 8,947
Change-8,947 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 8,858
Change-8,858 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 8,699
Change-8,699 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 8,672
Change-8,672 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 8,669
Change-8,669 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 8,589
Change-8,589 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 8,573
Change-8,573 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,565
Change-8,565 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 8,461
Change-8,461 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 8,448
Change-8,448 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 8,423
Change-8,423 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 8,354
Change-8,354 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 8,338
Change-8,338 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 8,263
Change-8,263 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 8,116
Change-8,116 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,824
Change-7,824 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 7,590
Change-7,590 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 7,565
Change-7,565 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 7,468
Change-7,468 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 7,262
Change-7,262 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 7,254
Change-7,254 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 7,059
Change-7,059 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 7,057
Change-7,057 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 7,039
Change-7,039 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 6,991
Change-6,991 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 6,962
Change-6,962 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 6,844
Change-6,844 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 6,839
Change-6,839 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 6,798
Change-6,798 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,747
Change-6,747 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 6,590
Change-6,590 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 6,551
Change-6,551 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 6,522
Change-6,522 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 6,496
Change-6,496 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 6,442
Change-6,442 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 6,411
Change-6,411 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 6,409
Change-6,409 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 6,364
Change-6,364 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 6,362
Change-6,362 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 6,356
Change-6,356 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 6,332
Change-6,332 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 6,311
Change-6,311 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 6,303
Change-6,303 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 6,284
Change-6,284 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,267
Change-6,267 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Mirova
N/A
Shares— from 6,236
Change-6,236 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 6,210
Change-6,210 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 6,141
Change-6,141 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 6,052
Change-6,052 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 5,998
Change-5,998 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 5,938
Change-5,938 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 5,822
Change-5,822 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 5,756
Change-5,756 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 5,724
Change-5,724 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 5,708
Change-5,708 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 5,679
Change-5,679 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,629
Change-5,629 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,483
Change-5,483 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,417
Change-5,417 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 5,330
Change-5,330 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 5,319
Change-5,319 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 5,303
Change-5,303 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 5,292
Change-5,292 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 5,275
Change-5,275 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 5,212
Change-5,212 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 4,911
Change-4,911 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 4,902
Change-4,902 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,891
Change-4,891 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
Rogco, LP
N/A
Shares— from 4,862
Change-4,862 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 4,857
Change-4,857 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 4,820
Change-4,820 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,781
Change-4,781 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,748
Change-4,748 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 4,732
Change-4,732 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 4,625
Change-4,625 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
FCA Corp
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4,477
Change-4,477 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 4,469
Change-4,469 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 4,460
Change-4,460 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,426
Change-4,426 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 4,410
Change-4,410 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 4,349
Change-4,349 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 4,173
Change-4,173 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 4,151
Change-4,151 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 3,928
Change-3,928 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,917
Change-3,917 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 3,874
Change-3,874 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Bank of Marin
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,912
Change-2,912 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
American Trust
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Avenir Corp
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 2,492
Change-2,492 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Ames National Corp
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,097
Change-2,097 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 992
Change-992 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 926
Change-926 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 829
Change-829 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 813
Change-813 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 783
Change-783 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 677
Change-677 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 595
Change-595 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 469
Change-469 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 404
Change-404 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 390
Change-390 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 377
Change-377 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 315
Change-315 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 306
Change-306 (-100%)
Value—
S&T Bank
N/A
Shares— from 275
Change-275 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 272
Change-272 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 268
Change-268 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 258
Change-258 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 219
Change-219 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 215
Change-215 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 190
Change-190 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 133
Change-133 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 52
Change-52 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 47
Change-47 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 41
Change-41 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED41,521,68141,318,206+203,475+0%$4.0B$4.3B+$377.3M2026-11-06
Bank of New York Mellon Corp
DECREASED14,347,98914,407,485-59,4960%$1.4B$1.5B+$118.4M2026-11-05
Sanders Capital, LLC
DECREASED13,749,39913,780,700-31,3010%$1.3B$1.4B+$115.9M2026-11-02
Amundi
INCREASED12,653,1226,862,995+5,790,127+84%$660.6M$1.3B+$666.8M2026-11-06
Deutsche Bank Ag\
INCREASED8,385,0626,623,195+1,761,867+27%$637.5M$879.6M+$242.1M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED7,855,6244,391,961+3,463,663+79%$422.7M$824.1M+$401.3M2026-11-05
Dimensional Fund Advisors LP
INCREASED7,547,1257,431,829+115,296+2%$715.5M$791.7M+$76.2M2026-11-04
LSV Asset Management
INCREASED5,361,8184,555,539+806,279+18%$438.5M$562.5M+$124.0M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED4,308,1724,464,015-155,843-3%$429.7M$451.9M+$22.3M2026-10-29
Bank of Montreal
INCREASED3,740,7102,715,708+1,025,002+38%$261.4M$392.4M+$131.0M2026-11-09
Metropolis Capital Ltd
INCREASED3,492,1812,249,831+1,242,350+55%$216.8M$366.3M+$149.5M2026-10-20
Barclays PLC
DECREASED3,093,3063,423,552-330,246-10%$329.5M$324.5M-$5.0M2026-11-06
KBC Group NV
INCREASED3,091,3312,836,796+254,535+9%$273.0M$324.3M+$51.2M2026-10-22
Nordea Investment Management AB
INCREASED2,958,9302,597,410+361,520+14%$250.6M$312.9M+$62.4M2026-11-09
PNC Financial Services Group, Inc.
DECREASED2,714,1292,787,550-73,421-3%$268.3M$284.7M+$16.4M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED2,618,0101,416,537+1,201,473+85%$136.0M$276.2M+$140.2M2026-10-27
Citigroup Inc
DECREASED2,548,4982,799,197-250,699-9%$269.4M$267.3M-$2.1M2026-11-04
Russell Investments Group, Ltd.
INCREASED2,516,4582,269,733+246,725+11%$219.1M$264.1M+$44.9M2026-11-06
Lindsell Train Ltd
DECREASED2,299,3412,607,846-308,505-12%$251.0M$241.2M-$9.8M2026-11-02
Assenagon Asset Management S.A.
INCREASED2,085,35185,698+1,999,653+2333%$8.2M$218.8M+$210.5M2026-10-15
Markel Group Inc.
INCREASED2,039,1652,031,665+7,500+0%$195.5M$213.9M+$18.4M2026-10-30
LPL Financial LLC
DECREASED1,968,6172,067,090-98,473-5%$199.0M$206.5M+$7.6M2026-11-06
Robeco Institutional Asset Management B.V.
INCREASED1,831,3561,547,428+283,928+18%$148.9M$192.1M+$43.2M2026-10-20
Principal Financial Group Inc
DECREASED1,783,8551,952,534-168,679-9%$187.9M$187.1M-$805.0K2026-11-02
Great Lakes Advisors, LLC
DECREASED1,508,3431,525,304-16,961-1%$146.8M$158.2M+$11.4M2026-11-06
Focused Investors LLC
DECREASED1,399,5501,664,650-265,100-16%$160.2M$146.8M-$13.4M2026-10-30
Yacktman Asset Management LP
INCREASED1,388,4101,375,972+12,438+1%$132.4M$145.6M+$13.2M2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED1,382,5861,386,158-3,5720%$133.4M$145.0M+$11.6M2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,328,7231,293,136+35,587+3%$125.1M$139.5M+$14.4M2026-10-29
New York State Teachers Retirement System
DECREASED1,253,2271,352,025-98,798-7%$130.1M$131.5M+$1.3M2026-10-22
Aberdeen Group plc
DECREASED1,241,2381,376,800-135,562-10%$132.5M$130.2M-$2.3M2026-11-06
Everett Harris & Co
DECREASED1,149,4301,155,166-5,7360%$111.2M$120.6M+$9.4M2026-10-28
Fort Washington Investment Advisors Inc
DECREASED1,130,2221,131,737-1,5150%$108.9M$118.6M+$9.6M2026-10-15
Saratoga Research & Investment Management
INCREASED1,117,4601,083,810+33,650+3%$104.3M$117.2M+$12.9M2026-10-16
Cardano Risk Management B.V.
NEW1,098,332—+1,098,332——$115.2M—2026-10-20
Pzena Investment Management LLC
INCREASED1,028,728883,495+145,233+16%$85.0M$107.9M+$22.9M2026-10-30
Danske Bank A/S
DECREASED1,022,3211,104,344-82,023-7%$106.3M$107.2M+$948.4K2026-11-09
Fifth Third Bancorp
DECREASED990,7191,036,975-46,256-4%$99.8M$103.9M+$4.1M2026-11-05
Oldfield Partners LLP
INCREASED988,300745,800+242,500+33%$71.8M$103.7M+$31.9M2026-11-02
Cooke & Bieler LP
DECREASED976,2171,513,410-537,193-35%$145.7M$102.4M-$43.3M2026-10-21
Strs Ohio
DECREASED961,073999,739-38,666-4%$96.2M$100.8M+$4.6M2026-10-30
Pictet Asset Management Holding SA
DECREASED960,101986,089-25,988-3%$94.9M$100.7M+$5.8M2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED958,653943,831+14,822+2%$91.4M$100.7M+$9.3M2026-11-06
Sound Shore Management Inc
DECREASED955,899967,830-11,931-1%$93.2M$100.3M+$7.1M2026-11-06
Egerton Capital (UK) LLP
NEW933,073—+933,073——$97.9M—2026-10-20
Retirement Systems of Alabama
DECREASED909,785954,087-44,302-5%$91.8M$95.4M+$3.6M2026-11-04
Creative Planning
INCREASED905,833811,058+94,775+12%$78.1M$95.0M+$17.0M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED867,094726,540+140,554+19%$57.0M$77.4M+$20.4M2026-10-13
Asset Management One Co., Ltd.
DECREASED866,356871,645-5,289-1%$83.9M$90.9M+$7.0M2026-10-27
Truist Financial Corp
DECREASED833,792886,292-52,500-6%$85.3M$87.5M+$2.2M2026-10-30
US Bancorp \de\
DECREASED832,805852,107-19,302-2%$82.0M$87.4M+$5.3M2026-11-05
Swedbank AB
DECREASED807,929815,062-7,133-1%$78.4M$84.8M+$6.3M2026-10-27
Antipodes Partners Ltd
DECREASED767,341801,100-33,759-4%$77.1M$80.5M+$3.4M2026-11-05
Vontobel Holding Ltd.
DECREASED708,102786,131-78,029-10%$75.7M$74.3M-$1.4M2026-10-16
Granite Group Advisors, LLC
DECREASED675,601675,651-500%$65.0M$70.9M+$5.8M2026-10-14
Candriam S.C.A.
INCREASED657,918513,740+144,178+28%$49.4M$69.3M+$19.9M2026-11-03
Alecta Tjanstepension Omsesidigt
DECREASED654,500869,500-215,000-25%$83.7M$68.7M-$15.0M2026-11-02
Douglas Lane & Associates, LLC
INCREASED652,970587,360+65,610+11%$56.5M$68.5M+$12.0M2026-10-09
Woodley Farra Manion Portfolio Management Inc
DECREASED647,604669,541-21,937-3%$64.9M$67.9M+$3.0M2026-11-05
Regions Financial Corp
INCREASED638,162607,421+30,741+5%$58.5M$66.9M+$8.5M2026-11-05
Border to Coast Pensions Partnership Ltd
INCREASED632,367574,064+58,303+10%$55.2M$66.2M+$11.0M2026-10-09
Handelsbanken Fonder AB
INCREASED622,055612,587+9,468+2%$59.0K$65.3M+$65.2M2026-11-09
Mirae Asset Global Investments Co., Ltd.
INCREASED603,432567,513+35,919+6%$54.6M$63.3M+$8.7M2026-11-03
Lansforsakringar Fondforvaltning AB (publ)
INCREASED589,912568,864+21,048+4%$54.8M$61.9M+$7.1M2026-11-09
MacKenzie Financial Corp
INCREASED585,594458,812+126,782+28%$44.2M$61.4M+$17.3M2026-11-02
Squarepoint Ops LLC
INCREASED566,202120,917+445,285+368%$11.6M$59.4M+$47.8M2026-11-09
State of New Jersey Common Pension Fund D
DECREASED560,774573,872-13,098-2%$55.2M$58.8M+$3.6M2026-11-05
Nisa Investment Advisors, LLC
INCREASED558,968553,748+5,220+1%$53.7M$58.6M+$4.9M2026-10-20
Cohen Klingenstein LLC
DECREASED548,648549,583-9350%$52.9M$57.6M+$4.7M2026-10-15
Cacti Asset Management LLC
INCREASED547,710547,310+400+0%$52.7M$57.7M+$5.1M2026-10-01
Swiss Life Asset Management Ltd
INCREASED546,354388,114+158,240+41%$37.4M$57.3M+$20.0M2026-11-03
Keybank National Association
DECREASED541,940559,460-17,520-3%$53.8M$56.8M+$3.0M2026-11-04
Commonwealth Equity Services, LLC
DECREASED531,127546,788-15,661-3%$52.6M$55.7M+$3.1M2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED521,790516,790+5,000+1%$49.7M$54.7M+$5.0M2026-10-08
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED501,402499,633+1,769+0%$48.1M$52.6M+$4.5M2026-10-20
Czech National Bank
INCREASED496,119494,278+1,841+0%$47.6M$52.0M+$4.5M2026-10-13
State of Michigan Retirement System
DECREASED490,466501,266-10,800-2%$48.2M$51.4M+$3.2M2026-10-27
Arizona State Retirement System
DECREASED489,924491,563-1,6390%$47.3M$51.4M+$4.1M2026-11-03
Calamos Advisors LLC
DECREASED488,999515,099-26,100-5%$49.6M$51.3M+$1.7M2026-11-02
Arete Wealth Advisors, LLC
DECREASED458,516458,881-3650%$44.2M$48.4M+$4.3M2026-11-09
CIBC Asset Management Inc
DECREASED458,048458,695-6470%$44.1M$48.0M+$3.9M2026-11-05
Nykredit A/S
INCREASED453,049445,108+7,941+2%$42.8M$47.5M+$4.7M2026-11-06
SEB Asset Management AB
DECREASED443,097478,718-35,621-7%$46.1M$46.5M+$404.3K2026-11-04
Daiwa Securities Group Inc.
INCREASED442,093398,997+43,096+11%$38.4M$46.4M+$8.0M2026-10-29
Lazard Freres Gestion S.A.S.
DECREASED440,870457,055-16,185-4%$44.0M$46.2M+$2.3M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED423,402455,300-31,898-7%$43.8M$44.4M+$592.2K2026-10-15
IFM Investors Pty Ltd
INCREASED411,118404,317+6,801+2%$38.9M$43.1M+$4.2M2026-10-14
Quintet Private Bank (Europe) S.A.
INCREASED408,350304,062+104,288+34%$29.3M$42.8M+$13.6M2026-10-08
Heritage Investors Management Corp
DECREASED399,415413,720-14,305-3%$39.8M$41.9M+$2.1M2026-10-29
Assetmark, Inc
INCREASED398,933397,882+1,051+0%$38.3M$41.8M+$3.6M2026-10-21
Staley Capital Advisers Inc
INCREASED381,655363,064+18,591+5%$34.9M$40.0M+$5.1M2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED381,484383,548-2,064-1%$36.9M$40.0M+$3.1M2026-11-03
Vaughan David Investments LLC
INCREASED381,239373,276+7,963+2%$35.9M$40.0M+$4.1M2026-11-05
AGF Management LTD
INCREASED376,388356,689+19,699+6%$34.3M$39.5M+$5.2M2026-11-03
Compagnie Lombard Odier SCmA
INCREASED373,183312,849+60,334+19%$30.1M$39.1M+$9.0M2026-11-04
OpenArc Corporate Advisory, LLC
DECREASED371,465409,034-37,569-9%$39.4M$39.0M-$402.9K2026-10-21
ProShare Advisors LLC
DECREASED361,158367,353-6,195-2%$35.4M$37.9M+$2.5M2026-10-29
Xponance LLC
INCREASED352,804335,647+17,157+5%$32.3M$37.0M+$4.7M2026-11-03
UniSuper Management Pty Ltd
INCREASED346,173320,073+26,100+8%$30.8M$36.3M+$5.5M2026-10-26
Allworth Financial LP
INCREASED334,771327,541+7,230+2%$31.5M$32.2M+$695.9K2026-11-06
GFS Advisors, LLC
INCREASED333,723277,695+56,028+20%$34.5K$35.0M+$35.0M2026-11-03
Gateway Investment Advisers LLC
INCREASED331,382326,714+4,668+1%$31.4M$34.8M+$3.3M2026-10-13
Neos Investment Management LLC
INCREASED329,065288,670+40,395+14%$27.8M$34.5M+$6.7M2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED319,043310,180+8,863+3%$29.9M$33.5M+$3.6M2026-10-19
Rakuten Investment Management, Inc.
INCREASED310,863286,332+24,531+9%$28.2M$32.8M+$4.5M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED297,979302,247-4,268-1%$29.1M$31.3M+$2.2M2026-11-02
Amalgamated Bank
DECREASED294,218305,436-11,218-4%$29.4M$30.9M+$1.5M2026-10-23
Wedge Capital Management L L P
DECREASED293,795352,069-58,274-17%$33.9M$30.8M-$3.1M2026-10-13
Eastern Bank
INCREASED293,782281,564+12,218+4%$27.1M$30.8M+$3.7M2026-10-05
BI Asset Management Fondsmaeglerselskab A/S
INCREASED293,646239,420+54,226+23%$23.0M$30.8M+$7.8M2026-10-22
Cullen T Bankers, Inc.
INCREASED290,397283,690+6,707+2%$27.3M$30.5M+$3.2M2026-10-28
Roffman Miller Associates Inc
INCREASED288,025216,459+71,566+33%$20.8M$22.5M+$1.7M2026-10-19
Thrivent Financial for Lutherans
INCREASED285,617281,360+4,257+2%$27.1M$28.8M+$1.7M2026-11-05
Eubel Brady & Suttman Asset Management Inc
INCREASED276,371273,643+2,728+1%$26.3M$29.0M+$2.7M2026-11-04
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED274,000250,158+23,842+10%$24.1M$28.7M+$4.7M2026-11-06
Boston Trust Walden Corp
DECREASED272,016307,708-35,692-12%$29.6M$28.5M-$1.1M2026-10-30
Crossmark Global Holdings, Inc.
INCREASED262,489253,873+8,616+3%$24.4M$27.5M+$3.1M2026-10-21
Kestra Advisory Services, LLC
INCREASED261,320257,400+3,920+2%$24.8M$27.4M+$2.6M2026-11-02
New York Life Investment Management LLC
DECREASED257,410259,010-1,600-1%$24.9M$27.0M+$2.1M2026-11-04
Franklin Street Advisors Inc
INCREASED257,304252,218+5,086+2%$24.3M$27.0M+$2.7M2026-10-13
J. L. Bainbridge & Co., Inc.
INCREASED257,277216,575+40,702+19%$20.8M$27.0M+$6.1M2026-10-20
Police & Firemen's Retirement System of New Jersey
DECREASED255,538266,503-10,965-4%$25.7M$26.8M+$1.2M2026-11-09
Coronation Fund Managers Ltd.
INCREASED252,399167,809+84,590+50%$16.2M$26.5M+$10.3M2026-10-27
Waters Parkerson & Co., LLC
INCREASED250,161248,827+1,334+1%$23.9M$26.2M+$2.3M2026-11-04
Exchange Traded Concepts, LLC
INCREASED249,179210,321+38,858+18%$20.2M$26.1M+$5.9M2026-10-28
Terril Brothers, Inc.
INCREASED248,751240,876+7,875+3%$23.2M$26.1M+$2.9M2026-11-06
Lido Advisors, LLC
INCREASED248,394219,842+28,552+13%$21.3M$26.1M+$4.8M2026-11-04
Ethic Inc.
INCREASED247,316236,762+10,554+4%$22.8M$25.9M+$3.2M2026-11-03
ASR Vermogensbeheer N.V.
INCREASED245,754233,803+11,951+5%$22.5M$25.8M+$3.3M2026-10-16
D.A. Davidson & Co.
DECREASED240,109248,042-7,933-3%$23.9M$25.2M+$1.3M2026-10-28
Applied Finance Capital Management, LLC
INCREASED236,531226,422+10,109+4%$21.8M$24.8M+$3.0M2026-11-03
Aegon Asset Management UK PLC
NEW227,600—+227,600——$23.9M—2026-11-04
Intech Investment Management LLC
DECREASED227,154258,113-30,959-12%$24.8M$23.8M-$1.0M2026-11-09
Grandfield & Dodd, LLC
INCREASED225,814223,405+2,409+1%$21.5M$23.7M+$2.2M2026-10-29
ABN Amro Investment Solutions
INCREASED224,501199,531+24,970+13%$19.2M$23.6M+$4.3M2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED223,500223,189+311+0%$21.5M$23.4M+$2.0M2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED212,412217,672-5,260-2%$21.0M$22.3M+$1.3M2026-10-30
Oregon Public Employees Retirement Fund
DECREASED212,273213,445-1,172-1%$20.5M$22.3M+$1.7M2026-10-30
King Luther Capital Management Corp
DECREASED205,093223,586-18,493-8%$21.5M$21.5M-$5.9K2026-11-05
DDD Partners, LLC
INCREASED202,239171,896+30,343+18%$16.5M$21.2M+$4.7M2026-11-02
Pacific Heights Asset Management LLC
UNCHANGED200,000200,00000%$19.3M$21.0M+$1.7M2026-11-03
Dana Investment Advisors, Inc.
INCREASED199,787199,029+758+0%$19.2M$21.0M+$1.8M2026-11-06
OP Asset Management Ltd
INCREASED198,659194,798+3,861+2%$18.7M$20.8M+$2.1M2026-11-05
TD Waterhouse Canada Inc.
INCREASED192,704191,083+1,621+1%$18.3M$19.5M+$1.2M2026-10-16
Achmea Investment Management B.V.
NEW189,962—+189,962——$19.9M—2026-10-30
Busey Bank
DECREASED187,194188,615-1,421-1%$18.2M$19.6M+$1.5M2026-10-26
Factory Mutual Insurance Co
DECREASED186,856187,456-6000%$18.0M$19.6M+$1.6M2026-10-30
Generali Asset Management SPA SGR
DECREASED184,068189,652-5,584-3%$18.3M$19.3M+$1.1M2026-10-26
Atria Investments, Inc
INCREASED182,598169,572+13,026+8%$16.3M$19.2M+$2.8M2026-10-15
Oppenheimer Asset Management Inc.
DECREASED182,176207,355-25,179-12%$20.0M$19.1M-$847.7K2026-10-27
Yousif Capital Management, LLC
INCREASED180,434179,975+459+0%$17.3M$18.9M+$1.6M2026-10-22
AlTi Global, Inc.
DECREASED177,048192,790-15,742-8%$18.7M$18.6M-$128.3K2026-11-09
Mutual of America Capital Management LLC
DECREASED176,718179,294-2,576-1%$17.3M$18.5M+$1.3M2026-10-23
Smith Group Asset Management, LLC
DECREASED175,062309,036-133,974-43%$29.7M$18.4M-$11.4M2026-10-27
Citizens Financial Group Inc
DECREASED174,428251,858-77,430-31%$24.2M$18.3M-$5.9M2026-10-23
Raiffeisen Bank International AG
INCREASED172,492105,943+66,549+63%$10.4M$18.2M+$7.7M2026-10-28
Townsend & Associates, Inc
INCREASED170,936170,246+690+0%$16.4M$18.9M+$2.5M2026-10-23
Florida Trust Wealth Management Co
DECREASED170,674182,034-11,360-6%$17.5M$17.9M+$382.9K2026-11-05
State of Alaska, Department of Revenue
DECREASED163,564170,146-6,582-4%$16.4M$17.2M+$781.0K2026-10-15
Wealthfront Advisers LLC
INCREASED162,411123,543+38,868+31%$11.9M$17.0M+$5.1M2026-11-09
Avanza Fonder AB
INCREASED159,590144,221+15,369+11%$13.9M$16.7M+$2.9M2026-10-13
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED158,199158,19900%$15.2M$16.6M+$1.4M2026-11-09
Covea Finance
INCREASED153,18385,183+68,000+80%$8.2M$16.1M+$7.9M2026-10-21
Farmers & Merchants Investments Inc
INCREASED149,125148,428+697+0%$14.3M$15.6M+$1.4M2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED148,872147,132+1,740+1%$14.3M$15.6M+$1.4M2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED143,664129,528+14,136+11%$12.5M$15.4M+$2.9M2026-10-13
Chesley Taft & Associates LLC
DECREASED141,913144,873-2,960-2%$13.9M$14.9M+$942.7K2026-10-13
Davenport & Co LLC
DECREASED141,088152,293-11,205-7%$14.7M$14.8M+$140.1K2026-10-14
Mizuho Securities USA LLC
INCREASED140,947135,949+4,998+4%$13.1M$15.2M+$2.1M2026-11-09
Evergreen Capital Management LLC
INCREASED136,424132,528+3,896+3%$12.9M$14.3M+$1.5M2026-10-23
Gulf International Bank (UK) Ltd
UNCHANGED135,672135,67200%$13.1M$14.2M+$1.2M2026-10-20
Kinsale Capital Group, Inc.
INCREASED135,538109,416+26,122+24%$10.5M$14.2M+$3.7M2026-11-04
Northeast Investment Management
DECREASED135,375138,094-2,719-2%$13.3M$14.2M+$909.3K2026-10-30
Beese Fulmer Investment Management, Inc.
INCREASED134,419130,047+4,372+3%$12.5M$14.1M+$1.6M2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED133,688129,176+4,512+3%$12.5M$14.0M+$1.5M2026-11-05
Midwest Trust Co
INCREASED133,130129,119+4,011+3%$12.4M$14.0M+$1.5M2026-10-22
Clifford Swan Investment Counsel LLC
DECREASED130,694131,951-1,257-1%$12.7M$13.7M+$1.0M2026-11-05
Sierra Summit Advisors LLC
INCREASED127,422126,354+1,068+1%$12.2M$13.4M+$1.2M2026-10-28
Washington Trust Co
DECREASED127,363133,907-6,544-5%$12.9M$13.4M+$471.8K2026-10-22
HS Management Partners, LLC
DECREASED127,253130,995-3,742-3%$12.6M$13.3M+$740.6K2026-11-05
AIA Group Ltd
INCREASED126,79021,752+105,038+483%$2.1M$13.3M+$11.2M2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED126,662121,462+5,200+4%$11.6M$12.8M+$1.2M2026-11-04
Savant Capital, LLC
INCREASED124,95067,043+57,907+86%$6.5M$13.1M+$6.6M2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED124,047112,764+11,283+10%$10.9M$13.0M+$2.2M2026-10-29
Washington Trust Advisors, Inc.
DECREASED123,839126,074-2,235-2%$12.1M$13.0M+$856.2K2026-10-22
Motley Fool Asset Management LLC
DECREASED123,621134,440-10,819-8%$12.9M$13.0M+$28.0K2026-10-27
First Fiduciary Investment Counsel, Inc.
DECREASED120,990126,567-5,577-4%$12.2M$12.7M+$510.0K2026-10-27
Hosking Partners LLP
DECREASED120,569129,677-9,108-7%$12.5M$12.6M+$166.3K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED116,54888,460+28,088+32%$8.5M$12.2M+$3.7M2026-10-16
HB Wealth Management, LLC
INCREASED116,010105,682+10,328+10%$10.2M$12.2M+$2.0M2026-10-23
LEE Danner & Bass Inc
DECREASED115,120117,398-2,278-2%$11.3M$12.1M+$776.5K2026-10-27
Merit Financial Group, LLC
INCREASED114,27666,505+47,771+72%$6.4M$12.0M+$5.6M2026-11-06
Schaper Benz & Wise Investment Counsel Inc
DECREASED114,167115,769-1,602-1%$11.1M$12.0M+$833.4K2026-10-09
Albion Financial Group
INCREASED111,091109,744+1,347+1%$10.6M$11.7M+$1.1M2026-10-21
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
UNCHANGED110,000110,00000%$10.6M$11.5M+$951.5K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED108,83096,456+12,374+13%$9.3M$11.4M+$2.1M2026-11-06
Alps Advisors Inc
INCREASED108,31444,551+63,763+143%$4.3M$11.4M+$7.1M2026-11-03
Maryland State Retirement & Pension System
INCREASED107,04494,938+12,106+13%$9.1M$11.2M+$2.1M2026-11-05
John G Ullman & Associates Inc
INCREASED105,77193,007+12,764+14%$9.0M$11.1M+$2.1M2026-11-04
Lmcg Investments, LLC
DECREASED105,512112,682-7,170-6%$10.8M$11.1M+$222.6K2026-10-21
Choreo, LLC
DECREASED105,296106,178-882-1%$10.2M$11.0M+$825.8K2026-10-28
M&G Plc
DECREASED104,891110,346-5,455-5%$10.6M$11.0M+$420.3K2026-11-04
Confluence Investment Management LLC
DECREASED104,103113,021-8,918-8%$10.9M$10.9M+$42.1K2026-10-01
Diversify Advisory Services, LLC
DECREASED103,709104,183-4740%$10.1M$11.5M+$1.4M2026-10-20
Diversify Wealth Management, LLC
DECREASED103,709104,183-4740%$10.1M$11.5M+$1.4M2026-10-20
Flossbach VON Storch SE
INCREASED103,330101,636+1,694+2%$9.8M$10.8M+$1.1M2026-10-28
Bessemer Group Inc
INCREASED102,52063,767+38,753+61%$6.1M$10.7M+$4.6M2026-11-09
Pinnacle Associates LTD
INCREASED102,405101,342+1,063+1%$9.8M$10.7M+$988.1K2026-10-20
Blume Capital Management, Inc.
DECREASED100,799101,929-1,130-1%$9.8M$10.6M+$763.1K2026-10-26
Canada Post Corp Registered Pension Plan
INCREASED100,50197,368+3,133+3%$9.4M$10.6M+$1.2M2026-11-09
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED100,177100,17700%$9.6M$9.6M$02026-10-15
Ag2r LA Mondiale Gestion D'actifs
INCREASED99,55478,202+21,352+27%$7.5M$10.4M+$2.9M2026-10-26
Matthew Goff Investment Advisor, LLC
DECREASED98,74899,255-507-1%$9.6M$10.4M+$805.4K2026-10-13
Jacobs & Co
DECREASED97,061104,241-7,180-7%$10.0K$10.2M+$10.2M2026-10-09
Farther Finance Advisors, LLC
INCREASED96,36278,843+17,519+22%$7.6M$10.1M+$2.5M2026-10-08
Griffin Asset Management, Inc.
DECREASED94,46295,064-602-1%$9.1M$9.9M+$759.2K2026-10-22
Lawson Kroeker Investment Management Inc
INCREASED93,87893,846+32+0%$9.0M$9.8M+$815.1K2026-10-22
Noesis Capital Mangement Corp
DECREASED93,60693,812-2060%$9.0M$9.8M+$789.8K2026-10-26
Walter Public Investments Inc.
INCREASED93,55377,350+16,203+21%$7.4M$9.8M+$2.4M2026-11-05
Marble Harbor Investment Counsel, LLC
DECREASED93,06094,010-950-1%$9.0M$9.8M+$713.5K2026-11-06
Cabot Wealth Management Inc
DECREASED92,77899,773-6,995-7%$9.6M$9.7M+$129.3K2026-11-05
Bailard, Inc.
DECREASED92,63794,508-1,871-2%$9.1M$9.7M+$621.3K2026-10-13
Hartford Investment Management Co
DECREASED92,41396,070-3,657-4%$9.2M$9.7M+$447.4K2026-11-04
Union Bancaire Privee, UBP SA
DECREASED89,99391,010-1,017-1%$8.9M$9.4M+$519.9K2026-11-04
Appleton Partners Inc
DECREASED89,58491,189-1,605-2%$8.8M$9.4M+$620.0K2026-10-30
Vise Technologies, Inc.
INCREASED89,26475,159+14,105+19%$7.2M$9.4M+$2.1M2026-10-29
Bradley & Co. Private Wealth Management, LLC
INCREASED88,99921,750+67,249+309%$2.1M$9.3M+$7.2M2026-10-23
Wedbush Securities Inc
DECREASED88,99690,734-1,738-2%$8.7M$9.3M+$603.0K2026-10-22
New Mexico Educational Retirement Board
UNCHANGED88,15588,15500%$8.5M$9.2M+$762.0K2026-11-05
Washington Trust Bank
DECREASED86,60396,282-9,679-10%$9.3M$9.1M-$182.5K2026-11-03
Clearstead Advisors, LLC
INCREASED86,58266,564+20,018+30%$6.4M$9.1M+$2.7M2026-11-06
Live Oak Private Wealth LLC
DECREASED86,25786,551-2940%$8.3M$9.0M+$717.9K2026-11-02
Louisiana State Employees Retirement System
DECREASED84,90088,700-3,800-4%$8.5M$8.9M+$368.6K2026-10-20
Intact Investment Management Inc.
DECREASED83,12094,400-11,280-12%$9.1M$8.7M-$366.7K2026-11-03
Triglav Investments, D.O.O.
UNCHANGED82,36082,36000%$7.9M$8.6M+$712.4K2026-11-06
GHP Investment Advisors, Inc.
INCREASED80,08978,972+1,117+1%$7.6M$8.4M+$800.4K2026-10-15
Vela Investment Management, LLC
INCREASED80,05868,580+11,478+17%$6.6M$8.4M+$1.8M2026-11-09
Prospera Financial Services Inc
INCREASED80,01947,679+32,340+68%$4.6M$8.9M+$4.3M2026-11-04
Plato Investment Management Ltd
DECREASED79,22679,394-1680%$7.6M$8.3M+$746.0K2026-11-05
Modera Wealth Management, LLC
DECREASED79,14986,307-7,158-8%$8.3M$8.3M-$4.3K2026-10-28
E. Ohman J:or Asset Management AB
UNCHANGED78,84378,84300%$7.6M$8.3M+$682.0K2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED78,40180,312-1,911-2%$7.7M$8.2M+$494.2K2026-10-13
Oppenheimer & Co Inc
DECREASED78,31489,844-11,530-13%$8.6M$8.2M-$432.3K2026-10-26
NWF Advisory Services Inc.
INCREASED78,02577,893+132+0%$7.5M$8.2M+$687.7K2026-10-19
Woodstock Corp
INCREASED77,32376,121+1,202+2%$7.3M$8.1M+$784.5K2026-10-13
Founders Capital Management, LLC
DECREASED77,23777,245-80%$7.4M$8.1M+$667.3K2026-10-23
Geneos Wealth Management Inc.
DECREASED75,70379,205-3,502-4%$7.6M$7.9M+$317.8K2026-11-09
Eagle Rock Investment Company, LLC
INCREASED75,12073,063+2,057+3%$7.0M$7.9M+$847.8K2026-10-21
Lorne Steinberg Wealth Management Inc.
INCREASED74,49473,934+560+1%$7.1M$7.8M+$698.3K2026-10-23
Coldstream Capital Management Inc
DECREASED73,28174,275-994-1%$7.2M$7.7M+$535.5K2026-11-09
Natixis
DECREASED72,4571,043,997-971,540-93%$100.5M$7.6M-$92.9M2026-11-06
Cullinan Associates Inc
DECREASED72,34077,267-4,927-6%$7.4M$7.6M+$151.5K2026-11-03
First Financial Bank - Trust Division
INCREASED72,30570,453+1,852+3%$6.8M$7.6M+$803.7K2026-10-01
United Asset Strategies, Inc.
INCREASED72,09369,436+2,657+4%$6.7M$7.6M+$879.3K2026-10-28
Parthenon LLC
DECREASED72,05772,381-3240%$7.0M$7.6M+$592.1K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED71,96272,736-774-1%$7.0M$7.5M+$548.0K2026-11-05
LS Investment Advisors, LLC
DECREASED71,50177,089-5,588-7%$7.4M$7.5M+$80.7K2026-10-13
Third View Private Wealth, LLC
DECREASED71,12971,868-739-1%$6.9M$7.5M+$544.2K2026-10-30
Van Cleef Asset Management,Inc
DECREASED70,69674,529-3,833-5%$7.2M$7.4M+$242.6K2026-10-20
Masterinvest Kapitalanlage GmbH
INCREASED70,58152,686+17,895+34%$5.1M$7.4M+$2.3M2026-11-03
Telos Capital Management, Inc.
DECREASED69,83671,190-1,354-2%$6.9M$7.3M+$473.8K2026-11-02
Kazazian Asset Management, LLC
DECREASED69,55176,651-7,100-9%$7.4M$7.3M-$81.8K2026-11-02
Kepler Cheuvreux (Suisse) SA
INCREASED69,3748,277+61,097+738%$796.7K$7.3M+$6.5M2026-10-20
Lincoln Capital LLC
DECREASED69,27371,998-2,725-4%$6.9M$7.3M+$344.3K2026-10-09
Legal Advantage Investments, Inc.
INCREASED68,82560,191+8,634+14%$5.8M$7.2M+$1.4M2026-10-13
Segment Wealth Management, LLC
INCREASED68,24966,843+1,406+2%$6.4M$7.2M+$725.7K2026-10-26
Sawgrass Asset Management LLC
DECREASED68,03368,833-800-1%$6.6M$7.1M+$511.5K2026-11-03
Perigon Wealth Management, LLC
DECREASED67,20379,565-12,362-16%$7.7M$7.0M-$608.5K2026-10-22
Two Point Capital Management, Inc.
NEW66,865—+66,865——$7.0M—2026-10-16
Edge Wealth Management LLC
DECREASED66,52769,110-2,583-4%$6.7M$7.0M+$363.6K2026-10-13
Vision Capital Management, Inc.
INCREASED66,28465,755+529+1%$6.3M$7.0M+$624.3K2026-10-20
Brookstone Capital Management
DECREASED65,83466,266-432-1%$6.4M$6.9M+$527.9K2026-10-22
Brighton Jones LLC
INCREASED65,75137,370+28,381+76%$3.6M$6.9M+$3.3M2026-11-03
Louisbourg Investments Inc.
INCREASED65,15658,773+6,383+11%$4.5M$5.4M+$908.7K2026-10-20
Apollon Wealth Management, LLC
INCREASED65,02458,532+6,492+11%$5.6M$6.8M+$1.2M2026-10-23
Park Avenue Securities LLC
DECREASED64,51072,886-8,376-11%$7.0M$6.8M-$248.0K2026-10-26
Simplicity Wealth,LLC
INCREASED64,45542,550+21,905+51%$4.1M$6.8M+$2.7M2026-10-23
Tokio Marine Asset Management Co LTD
INCREASED64,41862,429+1,989+3%$6.0M$6.8M+$748.7K2026-10-26
Parkside Investments, LLC
DECREASED64,18965,839-1,650-3%$6.3M$6.7M+$396.3K2026-10-20
Strategy Asset Managers LLC
DECREASED63,54264,216-674-1%$6.2M$6.7M+$484.8K2026-10-14
Venture Visionary Partners LLC
DECREASED63,11964,175-1,056-2%$6.2M$6.6M+$444.4K2026-10-07
Inspire Trust Co, N.A.
UNCHANGED62,00062,00000%$6.0M$6.5M+$536.3K2026-11-05
Thompson Investment Management, Inc.
DECREASED61,76361,855-920%$6.0M$6.5M+$525.4K2026-10-14
Addenda Capital Inc.
UNCHANGED60,90060,90000%$5.9M$6.4M+$481.1K2026-10-13
Fideuram Asset Management (Ireland) dac
INCREASED60,72831,393+29,335+93%$3.2M$6.0M+$2.7M2026-10-29
Carret Asset Management, LLC
DECREASED60,60461,094-490-1%$5.9M$6.4M+$477.1K2026-11-04
Marco Investment Management LLC
DECREASED60,50760,978-471-1%$5.9M$6.3M+$478.1K2026-11-09
JB Capital LLC
INCREASED60,12359,224+899+2%$5.7M$6.3M+$606.6K2026-10-19
Quilter Plc
DECREASED59,22761,632-2,405-4%$5.9M$6.2M+$280.8K2026-10-21
Argent Trust Co
DECREASED59,19960,858-1,659-3%$5.9M$6.2M+$352.4K2026-11-09
Signaturefd, LLC
DECREASED58,98660,159-1,173-2%$5.8M$6.2M+$397.3K2026-10-23
Perennial Advisors, LLC
DECREASED58,44262,110-3,668-6%$6.0M$6.1M+$152.0K2026-10-13
American National Bank & Trust
DECREASED58,34763,980-5,633-9%$6.2M$6.1M-$37.2K2026-10-07
Gerber Kawasaki Wealth & Investment Management
DECREASED57,89262,025-4,133-7%$6.0M$6.1M+$103.0K2026-10-29
Roberts Wealth Advisors, LLC
INCREASED57,70257,140+562+1%$5.5M$6.1M+$553.2K2026-10-14
CFC Planning Co LLC
INCREASED57,63155,916+1,715+3%$5.4M$6.0M+$663.7K2026-10-28
MGO One Seven LLC
DECREASED57,44861,143-3,695-6%$5.9M$6.0M+$141.3K2026-10-28
Kintegral Advisory, LLC
INCREASED57,40257,078+324+1%$5.5M$6.0M+$484.9K2026-10-16
Wilkins Investment Counsel Inc
UNCHANGED57,37757,37700%$5.5M$6.0M+$496.3K2026-11-03
Bahl & Gaynor LLC
DECREASED56,68561,243-4,558-7%$5.9M$5.9M+$51.6K2026-11-05
Daymark Wealth Partners, LLC
INCREASED56,67555,769+906+2%$5.4M$5.9M+$577.5K2026-11-04
Bell & Brown Wealth Advisors, LLC
DECREASED56,01057,601-1,591-3%$5.5M$5.9M+$331.4K2026-10-16
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED55,88146,523+9,358+20%$4.5M$5.9M+$1.4M2026-10-22
WealthBridge Investment Counsel Inc.
DECREASED55,88159,031-3,150-5%$5.7K$5.9M+$5.9M2026-10-13
Tctc Holdings, LLC
DECREASED55,86456,797-933-2%$5.5M$5.9M+$393.4K2026-11-02
First Citizens Bank & Trust Co
DECREASED55,85457,262-1,408-2%$5.5M$5.9M+$347.6K2026-10-14
Robinson Value Management, Ltd.
INCREASED55,19329,947+25,246+84%$2.9M$5.8M+$2.9M2026-10-20
Mandatum Life Insurance Co Ltd
INCREASED54,99334,993+20,000+57%$3.4M$5.8M+$2.4M2026-11-06
Americana Partners, LLC
INCREASED54,91445,876+9,038+20%$4.4M$5.8M+$1.3M2026-10-28
Gilman Hill Asset Management, LLC
DECREASED54,63754,806-1690%$5.3M$5.7M+$456.4K2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED54,37053,543+827+2%$5.2M$5.7M+$549.9K2026-10-13
Valeo Financial Advisors, LLC
DECREASED54,32258,453-4,131-7%$5.6M$5.7M+$71.9K2026-10-08
Pavion Blue Capital, LLC
DECREASED54,03655,294-1,258-2%$5.4M$5.7M+$254.9K2026-11-05
North Dakota State Investment Board
INCREASED53,98552,825+1,160+2%$5.1M$5.7M+$578.6K2026-10-27
Capital Asset Advisory Services LLC
DECREASED53,90162,293-8,392-13%$6.0M$6.1M+$87.1K2026-10-30
Jefferies Financial Group Inc.
INCREASED53,66732,175+21,492+67%$3.1M$5.6M+$2.5M2026-11-05
GAM Holding AG
DECREASED53,18961,659-8,470-14%$5.9M$5.6M-$355.2K2026-11-03
Ritholtz Wealth Management
INCREASED53,01949,454+3,565+7%$4.8M$5.6M+$801.8K2026-11-05
Pioneer Trust Bank N A
INCREASED52,50052,175+325+1%$5.0M$5.5M+$485.4K2026-11-06
Avior Wealth Management, LLC
DECREASED52,27058,587-6,317-11%$5.6M$5.5M-$156.8K2026-10-13
IFP Advisors, Inc
INCREASED52,17250,163+2,009+4%$4.8M$5.5M+$644.7K2026-10-16
NBT Bank, N.A.
DECREASED51,92252,962-1,040-2%$5.1M$5.4M+$349.0K2026-10-21
Western Wealth Management, LLC
INCREASED51,83530,225+21,610+72%$2.9M$5.5M+$2.6M2026-11-09
Krilogy Financial LLC
INCREASED51,72141,031+10,690+26%$3.9M$5.6M+$1.7M2026-10-13
Weatherly Asset Management L. P.
DECREASED51,44453,761-2,317-4%$5.2M$5.4M+$185.1K2026-10-20
Private Wealth Partners, LLC
DECREASED51,09964,375-13,276-21%$6.2M$5.4M-$835.9K2026-10-22
J. Safra Sarasin Holding AG
DECREASED50,84656,254-5,408-10%$5.4M$5.2M-$196.0K2026-10-26
Quadrant Capital Group LLC
DECREASED50,58552,753-2,168-4%$5.1M$5.5M+$415.1K2026-10-20
VAN Strum & Towne Inc.
INCREASED50,48050,019+461+1%$4.8M$5.3M+$481.0K2026-11-06
First Interstate Bank
DECREASED50,46352,317-1,854-4%$5.0M$5.3M+$258.1K2026-10-23
Morguard Lincluden Global Investments Ltd
DECREASED50,21651,540-1,324-3%$5.0M$5.3M+$307.0K2026-10-28
Wallington Asset Management, LLC
DECREASED50,19850,246-480%$4.8M$5.3M+$429.6K2026-11-04
Lazari Capital Management, Inc.
DECREASED50,16850,682-514-1%$4.9M$5.3M+$384.4K2026-10-20
McGinn Penninger Investment Management, Inc.
DECREASED50,16250,670-508-1%$4.9M$5.3M+$385.0K2026-11-09
Larson Financial Group LLC
DECREASED49,79551,421-1,626-3%$4.9M$5.2M+$274.2K2026-11-05
Associated Banc-Corp
DECREASED49,73256,608-6,876-12%$5.4M$5.2M-$231.6K2026-10-30
Tweedy, Browne Co LLC
INCREASED49,66044,975+4,685+10%$4.3M$5.2M+$880.5K2026-11-04
Heritage Trust Co
DECREASED49,51549,827-312-1%$4.8M$5.2M+$398.3K2026-11-09
Jeppson Wealth Management, LLC
INCREASED49,41048,121+1,289+3%$4.6M$5.2M+$551.5K2026-10-20
Poehling Capital Management, Inc.
INCREASED49,33646,398+2,938+6%$4.5M$5.2M+$709.5K2026-10-20
Conning Inc.
DECREASED49,23849,552-314-1%$4.8M$5.2M+$395.7K2026-10-27
Brown Shipley& Co Ltd
INCREASED49,17248,833+339+1%$4.7M$5.2M+$458.0K2026-10-09
Sicart Associates LLC
DECREASED48,86949,994-1,125-2%$4.8M$5.4M+$592.5K2026-10-29
Ramsay, Stattman, Vela & Price, Inc.
DECREASED48,64948,969-320-1%$4.7M$5.1M+$390.0K2026-10-19
Quadrant Private Wealth Management, LLC
NEW48,304—+48,304——$5.1M—2026-11-04
Fulton Bank, N.A.
DECREASED47,58548,769-1,184-2%$4.7M$5.0M+$297.7K2026-10-14
Capital Investment Advisors, LLC
DECREASED46,86749,198-2,331-5%$4.7M$4.9M+$181.0K2026-10-22
AMI Investment Management Inc
INCREASED46,85742,976+3,881+9%$4.1M$4.9M+$778.9K2026-10-27
Shayne & Jacobs, LLC
INCREASED46,58145,681+900+2%$4.4M$4.9M+$489.6K2026-10-21
Wilmington Savings Fund Society, FSB
INCREASED46,35534,053+12,302+36%$3.3M$4.9M+$1.6M2026-10-23
Crestwood Advisors Group, LLC
DECREASED45,53947,229-1,690-4%$4.5M$4.8M+$231.2K2026-10-27
Institute for Wealth Management, Llc.
INCREASED45,53744,993+544+1%$4.3M$4.8M+$446.3K2026-11-06
LBP AM SA
INCREASED45,16011,990+33,170+277%$1.2M$4.7M+$3.6M2026-11-06
Securian Asset Management, Inc
DECREASED44,85246,144-1,292-3%$4.5M$4.7M+$198.1K2026-11-06
Bokf, NA
DECREASED44,72947,468-2,739-6%$4.6M$4.7M+$123.3K2026-10-27
Westchester Capital Management, Inc.
DECREASED44,46644,693-227-1%$4.3M$4.7M+$362.8K2026-10-23
Icici Prudential Asset Management Co Ltd
INCREASED43,87341,873+2,000+5%$4.0M$4.6M+$572.0K2026-11-06
Independent Investors Inc
UNCHANGED43,57643,57600%$4.2M$4.6M+$376.9K2026-10-30
Emerald Investment Advisers, LLC
DECREASED43,51144,569-1,058-2%$4.3M$4.6M+$274.5K2026-11-09
Courier Capital LLC
INCREASED43,50743,409+98+0%$4.2M$4.6M+$385.8K2026-10-19
Pegasus Asset Management, Inc.
INCREASED42,84241,494+1,348+3%$4.0M$4.5M+$500.3K2026-11-03
Diversified Investment Strategies, LLC
DECREASED42,81043,285-475-1%$4.2M$4.5M+$324.6K2026-10-28
V-Square Quantitative Management LLC
INCREASED42,78641,945+841+2%$4.0M$4.5M+$451.0K2026-10-15
Munich Reinsurance Co Stock Corp in Munich
DECREASED42,55371,798-29,245-41%$6.9M$4.5M-$2.4M2026-10-30
Patton Albertson Miller Group, LLC
INCREASED42,54640,617+1,929+5%$3.9M$4.5M+$553.7K2026-10-26
Toth Financial Advisory Corp
DECREASED42,49149,883-7,392-15%$4.8M$4.5M-$343.9K2026-10-08
Fifth Third Wealth Advisors LLC
DECREASED42,38342,959-576-1%$4.1M$4.4M+$311.2K2026-10-22
Lynch Asset Management, Inc.
UNCHANGED41,90041,90000%$4.0M$4.4M+$362.4K2026-10-28
Aviance Capital Partners, LLC
INCREASED41,66739,607+2,060+5%$3.8M$4.4M+$558.7K2026-10-29
Cohen Capital Management, Inc.
INCREASED41,36540,765+600+1%$3.9M$4.3M+$415.6K2026-10-14
SouthState Bank Corp
DECREASED41,04044,233-3,193-7%$4.3M$4.3M+$47.7K2026-11-09
Gamma Investing LLC
INCREASED40,82640,130+696+2%$3.9M$4.3M+$420.1K2026-10-08
QV Investors Inc.
INCREASED40,66026,340+14,320+54%$2.5M$4.3M+$1.7M2026-10-20
Citizens National Bank Trust Department
DECREASED40,23541,353-1,118-3%$4.0M$4.2M+$240.4K2026-11-04
Fisher Funds Management LTD
INCREASED40,16520,165+20,000+99%$1.9M$4.2M+$2.3M2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED39,56943,551-3,982-9%$4.2M$4.2M-$41.0K2026-11-05
Level Four Advisory Services, LLC
DECREASED39,55446,890-7,336-16%$4.5M$4.1M-$363.9K2026-11-06
Robbins Farley
DECREASED39,45739,881-424-1%$3.8M$4.1M+$300.5K2026-10-21
AlpenGlobal Capital LLC
INCREASED39,26338,028+1,235+3%$3.7M$4.1M+$458.5K2026-11-06
Koshinski Asset Management, Inc.
DECREASED39,10240,274-1,172-3%$3.9M$4.1M+$225.4K2026-10-29
TrinityBridge Ltd
DECREASED38,69840,995-2,297-6%$3.9M$4.1M+$115.0K2026-10-30
Arlington Financial Advisors, LLC
DECREASED38,68239,717-1,035-3%$3.8M$4.1M+$235.0K2026-10-19
Meiji Yasuda America Inc
INCREASED38,50331,025+7,478+24%$3.0M$4.0M+$1.1M2026-10-22
Regatta Capital Group, LLC
DECREASED38,46438,547-830%$3.7M$4.0M+$324.7K2026-10-23
Nilsine Partners, LLC
DECREASED38,38038,717-337-1%$3.7M$4.0M+$299.6K2026-11-02
BAR Harbor Wealth Management
DECREASED38,27038,908-638-2%$3.7M$4.0M+$269.6K2026-10-21
Davis-Rea Ltd.
DECREASED38,18138,872-691-2%$3.8M$4.0M+$234.6K2026-10-13
Nelson Capital Management, LLC
DECREASED38,16438,485-321-1%$3.7M$4.0M+$299.2K2026-11-09
Trust Co of Toledo NA
DECREASED38,03044,752-6,722-15%$4.3M$4.0M-$318.0K2026-10-16
Family Capital Trust Co
DECREASED37,97838,115-1370%$3.7M$4.0M+$315.3K2026-10-22
UMB Bank, n.a.
DECREASED37,90041,058-3,158-8%$4.0M$4.0M+$23.9K2026-11-06
Parallel Advisors, LLC
DECREASED37,73140,263-2,532-6%$3.9M$4.0M+$82.6K2026-11-03
Wealthcare Advisory Partners LLC
DECREASED37,70346,373-8,670-19%$4.5M$4.0M-$508.4K2026-10-21
Moors & Cabot, Inc.
DECREASED37,68941,402-3,713-9%$4.0M$4.0M-$31.3K2026-11-06
Freestone Capital Holdings, LLC
DECREASED37,67839,854-2,176-5%$3.8M$4.0M+$116.5K2026-11-09
Harbor Capital Advisors, Inc.
INCREASED37,41437,255+159+0%$3.6M$3.9M+$339.0K2026-10-22
Fisher Asset Management, LLC
INCREASED36,95036,108+842+2%$3.5M$3.9M+$400.6K2026-11-06
Trust Co of Kansas
DECREASED36,84642,936-6,090-14%$4.1M$3.9M-$268.0K2026-11-06
Jacobi Capital Management LLC
INCREASED36,41735,733+684+2%$3.4M$3.8M+$380.8K2026-11-05
Tema Etfs LLC
DECREASED36,29536,829-534-1%$3.5M$3.8M+$262.6K2026-10-16
Tufton Capital Management
INCREASED36,24436,180+64+0%$3.5M$3.8M+$320.0K2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED36,10238,536-2,434-6%$3.7M$3.8M+$78.0K2026-11-03
Autumn Glory Partners, LLC
INCREASED36,07035,874+196+1%$3.5M$3.8M+$330.9K2026-10-26
Community Bank of Raymore
NEW36,017—+36,017——$3.8M—2026-10-23
TriaGen Wealth Management LLC
INCREASED35,83534,934+901+3%$3.4M$3.8M+$396.7K2026-10-14
Columbia Asset Management
INCREASED35,00432,832+2,172+7%$3.2M$3.7M+$511.8K2026-10-19
Sapient Capital LLC
DECREASED34,827244,980-210,153-86%$23.8M$3.7M-$20.1M2026-10-08
JAG Capital Management, LLC
DECREASED34,82635,225-399-1%$3.4M$3.7M+$262.8K2026-11-06
Joel Isaacson & Co., LLC
INCREASED34,76334,657+106+0%$3.3M$3.6M+$311.0K2026-11-05
Illinois Municipal Retirement Fund
DECREASED34,71152,552-17,841-34%$5.1M$3.6M-$1.4M2026-11-05
First American Bank
DECREASED34,62436,207-1,583-4%$3.5M$3.6M+$147.1K2026-10-27
Iowa State Bank
DECREASED34,53236,808-2,276-6%$3.5M$3.6M+$79.6K2026-10-06
Anderson Hoagland & Co
UNCHANGED34,50534,50500%$3.3M$3.9M+$582.4K2026-10-23
Trust Co of Vermont
DECREASED34,43734,968-531-2%$3.4M$3.6M+$246.8K2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED34,20438,133-3,929-10%$3.7M$3.6M-$82.3K2026-10-23
Glenview Trust Co
DECREASED34,15836,742-2,584-7%$3.5M$3.6M+$46.8K2026-10-28
Sawyer & Company, Inc
DECREASED34,06537,325-3,260-9%$3.6M$3.6M-$19.1K2026-10-21
TD Private Client Wealth LLC
DECREASED34,06135,864-1,803-5%$3.5M$3.6M+$121.1K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED34,04034,870-830-2%$3.4M$3.6M+$214.6K2026-10-13
Legacy Trust
INCREASED33,71232,016+1,696+5%$3.1M$3.7M+$658.5K2026-11-06
Park National Corp
DECREASED33,65635,503-1,847-5%$3.4M$3.5M+$113.4K2026-10-05
Baxter Bros Inc
DECREASED33,49535,585-2,090-6%$3.4M$3.5M+$88.5K2026-11-04
Greenleaf Trust
INCREASED33,47033,454+16+0%$3.2M$3.5M+$291.1K2026-10-29
Guardian Partners Inc.
DECREASED33,43533,460-250%$3.2M$3.5M+$286.8K2026-10-21
First Merchants Corp
DECREASED33,39535,570-2,175-6%$3.4M$3.5M+$79.5K2026-10-15
Portside Wealth Group, LLC
DECREASED33,28735,097-1,810-5%$3.4M$3.5M+$113.8K2026-10-20
Sowell Financial Services LLC
DECREASED33,26241,632-8,370-20%$4.0M$3.5M-$517.9K2026-10-23
Bryn Mawr Trust Advisors, LLC
INCREASED33,18913,246+19,943+151%$1.3M$3.5M+$2.2M2026-11-04
Chapin Davis, Inc.
INCREASED33,09332,101+992+3%$3.1M$3.5M+$381.7K2026-10-09
Ahara Advisors LLC
INCREASED32,84828,021+4,827+17%$2.7M$3.4M+$748.8K2026-10-29
Great Hill Capital LLC
INCREASED32,83222,142+10,690+48%$2.1M$3.4M+$1.3M2026-10-20
Capital Investment Counsel, Inc
DECREASED32,36632,652-286-1%$3.1M$3.4M+$252.4K2026-10-20
SBI Securities Co., Ltd.
DECREASED32,22832,765-537-2%$3.2M$3.4M+$227.1K2026-10-22
Chicago Capital, LLC
INCREASED32,09631,366+730+2%$3.0M$3.4M+$347.9K2026-10-13
Concord Wealth Partners
DECREASED32,08032,380-300-1%$3.1M$3.4M+$248.6K2026-11-02
Cardinal Point Capital Management ULC
INCREASED32,01231,552+460+1%$3.0M$3.4M+$321.2K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED31,79628,875+2,921+10%$2.8M$3.3M+$556.2K2026-11-03
Welch & Forbes LLC
INCREASED31,79031,601+189+1%$3.0M$3.3M+$293.2K2026-11-04
Summit Place Financial Advisors, LLC
INCREASED31,75531,433+322+1%$3.0M$3.3M+$305.7K2026-10-23
Sky Investment Group LLC
INCREASED31,64726,088+5,559+21%$2.5M$3.3M+$808.8K2026-10-30
St. Louis Financial Planners Asset Management, LLC
NEW31,552—+31,552——$3.4M—2026-10-16
Vest Financial, LLC
DECREASED31,09131,447-356-1%$3.0M$3.3M+$234.7K2026-10-21
Cypress Capital Group
INCREASED31,09130,995+96+0%$3.0M$3.3M+$278.2K2026-11-03
Hantz Financial Services, Inc.
DECREASED31,08934,697-3,608-10%$3.3M$3.3M-$79.0K2026-11-09
Diligent Investors, LLC
DECREASED30,87931,678-799-3%$3.0M$3.2M+$190.2K2026-10-21
Lyell Wealth Management, LP
DECREASED30,80331,340-537-2%$3.0M$3.2M+$214.7K2026-10-30
Boyar Asset Management Inc.
DECREASED30,69132,210-1,519-5%$3.1M$3.2M+$119.2K2026-11-09
Point Windward Advisors Inc.
INCREASED30,67530,445+230+1%$2.9M$3.2M+$287.5K2026-11-06
Phoenix Financial Ltd.
INCREASED30,25927,910+2,349+8%$3.1M$3.2M+$38.7K2026-11-09
Scholtz & Company, LLC
INCREASED30,06429,278+786+3%$2.8M$3.2M+$335.7K2026-11-09
Kanawha Capital Management LLC
INCREASED30,02727,730+2,297+8%$2.7M$3.1M+$480.8K2026-10-19
Banque de Luxembourg S.A.
INCREASED30,00429,974+30+0%$2.9M$3.1M+$262.4K2026-10-14
Sterling Capital Management LLC
DECREASED30,00130,737-736-2%$3.0M$3.1M+$188.7K2026-10-22
Praxis Investment Management Inc
DECREASED29,98934,533-4,544-13%$3.3M$3.1M-$178.0K2026-11-03
Trek Financial, LLC
INCREASED29,97624,785+5,191+21%$2.4M$3.1M+$758.9K2026-10-29
Compound Planning, Inc.
DECREASED29,97331,103-1,130-4%$3.0M$3.1M+$150.4K2026-11-09
Concord Asset Management, LLC
INCREASED29,89029,625+265+1%$2.9M$3.1M+$284.0K2026-11-02
Parr Mcknight Wealth Management Group, LLC
INCREASED29,77629,328+448+2%$2.8M$3.1M+$300.7K2026-10-30
Del-Sette Capital Management, LLC
NEW29,603—+29,603——$3.1M—2026-10-23
Bill Few Associates, Inc.
INCREASED29,56726,823+2,744+10%$2.6M$3.1M+$519.8K2026-10-09
Victrix Investment Advisors
DECREASED29,30630,342-1,036-3%$2.9M$3.1M+$153.8K2026-10-13
Ashton Thomas Securities, LLC
INCREASED29,05027,872+1,178+4%$2.7M$3.0M+$369.2K2026-10-26
Wesbanco Bank Inc
DECREASED28,99535,710-6,715-19%$3.4M$3.0M-$395.5K2026-11-04
Bender Robert & Associates
DECREASED28,93729,360-423-1%$2.8M$3.0M+$209.6K2026-10-21
Apella Capital, LLC
INCREASED28,87127,616+1,255+5%$2.7M$3.0M+$332.2K2026-10-08
Resonant Capital Advisors, LLC
INCREASED28,84328,319+524+2%$2.7M$3.0M+$279.0K2026-10-15
William Allan Corp
DECREASED28,68128,739-580%$2.8M$3.0M+$242.5K2026-10-14
Evergreen Wealth Management, LLC
DECREASED28,55035,120-6,570-19%$3.4M$3.0M-$385.4K2026-11-06
Chicago Partners Investment Group LLC
INCREASED28,46610,411+18,055+173%$966.5K$3.2M+$2.2M2026-10-27
LMG Wealth Partners, LLC
INCREASED28,45327,585+868+3%$2.7M$3.0M+$329.7K2026-11-05
Condor Capital Management
INCREASED28,35928,235+124+0%$2.7M$3.0M+$257.2K2026-11-06
Lynch & Associates
DECREASED28,23028,794-564-2%$2.8M$3.0M+$189.9K2026-10-13
Milestone Asset Management, LLC
DECREASED28,19131,694-3,503-11%$3.1M$3.0M-$93.4K2026-10-15
Daytona Street Capital LLC
DECREASED28,16429,506-1,342-5%$2.8M$2.9M+$50.8K2026-10-15
HighPoint Advisor Group LLC
DECREASED28,16331,632-3,469-11%$3.0M$3.0M-$90.3K2026-11-09
Wedmont Private Capital
INCREASED28,07317,514+10,559+60%$1.7M$3.0M+$1.3M2026-10-09
Eulav Asset Management
UNCHANGED28,00028,00000%$2.7M$2.9M+$242.2K2026-10-23
Leavell Investment Management, Inc.
DECREASED27,84429,706-1,862-6%$2.9M$2.9M+$39.3K2026-11-09
Hartford Financial Management Inc.
INCREASED27,66727,419+248+1%$2.6M$2.9M+$263.1K2026-10-21
Gen-Wealth Partners Inc
INCREASED27,54223,643+3,899+16%$2.3M$2.9M+$613.4K2026-11-04
Stenger Family Office, LLC
NEW27,416—+27,416——$3.0M—2026-10-22
Gibbs Wealth Management
INCREASED27,36423,979+3,385+14%$2.3M$2.9M+$562.6K2026-10-22
Studio Investment Management LLC
DECREASED27,26328,203-940-3%$2.7M$2.9M+$124.3K2026-10-22
Cornerstone Planning, LLC
INCREASED27,25127,047+204+1%$2.6M$2.7M+$91.7K2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
INCREASED27,03122,941+4,090+18%$2.2M$2.8M+$627.5K2026-10-23
Ellsworth Advisors, LLC
INCREASED26,94926,921+28+0%$2.6M$2.8M+$211.6K2026-10-15
Mission Wealth Management, LP
DECREASED26,77132,931-6,160-19%$3.2M$2.8M-$361.3K2026-10-15
Hixon Zuercher, LLC
INCREASED26,73026,355+375+1%$2.5M$2.8M+$267.2K2026-10-13
Radnor Capital Management, LLC
DECREASED26,53526,685-150-1%$2.6M$2.8M+$215.1K2026-10-23
Arrow Financial Corp
DECREASED26,51928,384-1,865-7%$2.7M$2.8M+$49.9K2026-10-26
Carnegie Lake Advisors LLC
DECREASED26,46528,163-1,698-6%$2.7M$2.8M+$65.5K2026-11-06
Lockheed Martin Investment Management Co
DECREASED26,42040,380-13,960-35%$3.9M$2.8M-$1.1M2026-11-04
Goelzer Investment Management, Inc.
DECREASED26,06326,913-850-3%$2.6M$2.7M+$143.6K2026-10-16
Mitchell & Pahl Private Wealth, LLC
INCREASED25,87524,419+1,456+6%$2.4M$2.7M+$364.0K2026-10-14
Legacy Private Trust Co.
INCREASED25,74722,247+3,500+16%$2.1M$2.7M+$559.6K2026-10-06
Independent Financial Group, LLC
DECREASED25,66527,683-2,018-7%$2.7M$2.7M+$27.8K2026-10-13
Prevail Innovative Wealth Advisors, LLC
NEW25,439—+25,439——$2.7M—2026-10-20
Norden Group LLC
DECREASED24,94826,277-1,329-5%$2.5M$2.6M+$87.9K2026-10-20
Parsons Capital Management Inc
DECREASED24,76027,941-3,181-11%$2.7M$2.6M-$92.1K2026-10-28
Mogy Joel R Investment Counsel Inc
UNCHANGED24,75024,75000%$2.4M$2.6M+$214.1K2026-10-13
Community Bank, N.A.
INCREASED24,62324,549+74+0%$2.4M$2.6M+$220.1K2026-11-06
Tectonic Advisors LLC
INCREASED24,61921,574+3,045+14%$2.1M$2.6M+$506.1K2026-10-22
HUB Investment Partners, LLC
DECREASED24,59832,445-7,847-24%$3.1M$2.6M-$542.5K2026-11-03
CWA Asset Management Group, LLC
INCREASED24,39424,245+149+1%$2.3M$2.6M+$225.4K2026-10-19
Fiduciary Family Office, LLC
DECREASED24,23025,657-1,427-6%$2.5M$2.5M+$72.2K2026-11-04
Helios Capital Management Pte. LTD
UNCHANGED24,15024,15000%$2.3M$2.5M+$208.9K2026-10-14
Bull Street Advisors, LLC
DECREASED24,13424,209-750%$2.3M$2.5M+$202.0K2026-10-20
Naples Global Advisors, LLC
INCREASED24,08823,926+162+1%$2.3M$2.5M+$206.4K2026-11-05
Canandaigua National Bank & Trust Co
DECREASED23,98124,294-313-1%$2.3M$2.5M+$177.3K2026-10-07
Petredis Investment Advisors LLC
INCREASED23,91023,857+53+0%$2.3M$2.5M+$211.9K2026-10-20
Benin Management Corp
DECREASED23,90523,955-500%$2.3M$2.5M+$202.0K2026-10-22
Altfest L J & Co Inc
INCREASED23,83515,946+7,889+49%$1.5M$2.5M+$965.5K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED23,78321,645+2,138+10%$2.1M$2.5M+$411.5K2026-10-27
CoreCap Advisors, LLC
DECREASED23,75223,959-207-1%$2.3M$2.5M+$185.6K2026-10-08
Laurel Wealth Advisors LLC
INCREASED23,71022,784+926+4%$2.2M$2.5M+$294.2K2026-10-27
Beaton Management Co. Inc.
DECREASED23,42223,455-330%$2.3M$2.5M+$199.0K2026-11-09
Bdf-Gestion
DECREASED23,38726,353-2,966-11%$3.6M$2.5M-$1.1M2026-10-19
FinArc Investments, Inc.
INCREASED23,37120,596+2,775+13%$2.0M$2.5M+$469.3K2026-10-14
Granite Investment Partners, LLC
DECREASED23,21430,417-7,203-24%$2.9M$2.4M-$492.5K2026-11-04
KCM Investment Advisors LLC
DECREASED23,15723,635-478-2%$2.3M$2.4M+$154.2K2026-10-27
YHB Investment Advisors, Inc.
DECREASED22,93726,709-3,772-14%$2.6M$2.4M-$164.6K2026-10-08
HCR Wealth Advisors
DECREASED22,93623,383-447-2%$2.3M$2.4M+$155.4K2026-10-15
RFG Advisory, LLC
DECREASED22,87923,277-398-2%$2.2M$2.4M+$159.6K2026-11-03
GC Wealth Management RIA, LLC
DECREASED22,86422,869-50%$2.2M$2.4M+$197.4K2026-11-02
Profund Advisors LLC
DECREASED22,81025,884-3,074-12%$2.5M$2.4M-$98.6K2026-10-29
Leibman Financial Services, Inc.
INCREASED22,74722,572+175+1%$2.2M$2.4M+$214.2K2026-10-13
Adell Harriman & Carpenter Inc
INCREASED22,73617,076+5,660+33%$1.6M$2.4M+$741.4K2026-11-02
AlphaCore Capital LLC
INCREASED22,63119,100+3,531+18%$1.8M$2.4M+$535.6K2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED22,61328,305-5,692-20%$2.7M$2.4M-$352.2K2026-10-20
Kennon-Green & Company, LLC
DECREASED22,58924,240-1,651-7%$2.3M$2.4M+$36.5K2026-10-05
Indivisible Partners
INCREASED22,55913,514+9,045+67%$1.3M$2.4M+$1.1M2026-10-26
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED22,50023,000-500-2%$2.2M$2.4M+$146.5K2026-11-06
Sepio Capital, LP
DECREASED22,47932,888-10,409-32%$3.2M$2.4M-$807.3K2026-10-22
HBK Sorce Advisory LLC
DECREASED22,44125,784-3,343-13%$2.6M$2.6M+$6.8K2026-11-06
Bradyco, Inc.
DECREASED22,27025,120-2,850-11%$2.4M$2.3M-$81.7K2026-11-03
Montecito Bank & Trust
INCREASED22,26621,220+1,046+5%$2.0M$2.3M+$293.3K2026-10-01
Principle Wealth Partners LLC
DECREASED22,26422,866-602-3%$2.2M$2.3M+$134.7K2026-11-02
Alerus Financial NA
INCREASED22,22514,874+7,351+49%$1.4M$2.3M+$899.8K2026-11-09
Cooper Financial Group
DECREASED22,21622,706-490-2%$2.2M$2.3M+$145.0K2026-10-07
Westhampton Capital, LLC
DECREASED22,06022,280-220-1%$2.1M$2.3M+$169.7K2026-10-30
Citadel Investment Advisory, Inc.
DECREASED21,96122,311-350-2%$2.1M$2.3M+$157.0K2026-10-15
Clear Harbor Asset Management, LLC
INCREASED21,83817,926+3,912+22%$1.7M$2.3M+$565.4K2026-11-05
Fruth Investment Management
UNCHANGED21,83821,83800%$2.1K$2.3M+$2.3M2026-10-13
Harbour Investments, Inc.
DECREASED21,81330,055-8,242-27%$2.9M$2.3M-$604.6K2026-11-09
Grove Bank & Trust
DECREASED21,67224,304-2,632-11%$2.3M$2.3M-$65.9K2026-10-08
Magnus Financial Group LLC
DECREASED21,58621,782-196-1%$2.1M$2.3M+$167.8K2026-10-21
Kornitzer Capital Management Inc
INCREASED21,53021,023+507+2%$2.0M$2.3M+$235.0K2026-11-03
Compass Financial Management LLC
DECREASED21,48322,122-639-3%$2.1M$2.3M+$123.8K2026-10-30
Axxcess Wealth Management, LLC
DECREASED21,45579,868-58,413-73%$7.7M$2.3M-$5.4M2026-10-21
Ascent Group, LLC
DECREASED21,17021,714-544-3%$2.1M$2.2M+$130.8K2026-10-30
Avidian Wealth Enterprises, LLC
DECREASED21,09122,656-1,565-7%$2.2M$2.2M+$31.7K2026-10-08
Thompson Siegel & Walmsley LLC
UNCHANGED20,87920,87900%$2.0M$2.2M+$180.0K2026-11-05
AMG National Trust Bank
DECREASED20,76420,784-200%$2.0M$2.2M+$177.7K2026-11-05
Jamison Private Wealth Management, Inc.
DECREASED20,75223,770-3,018-13%$2.3M$2.2M-$111.0K2026-10-14
Ballast, Inc.
INCREASED20,71319,535+1,178+6%$1.9M$2.2M+$292.6K2026-10-20
Independence Bank of Kentucky
DECREASED20,60520,930-325-2%$2.0M$2.2M+$147.0K2026-10-26
TBH Global Asset Management, LLC
DECREASED20,42220,464-420%$2.0M$2.1M+$172.6K2026-11-03
Frank, Rimerman Advisors LLC
DECREASED20,36723,864-3,497-15%$2.3M$2.1M-$160.5K2026-10-16
Cornerstone Wealth Management, LLC
DECREASED20,34720,984-637-3%$2.0M$2.1M+$114.7K2026-11-04
Birch Hill Investment Advisors LLC
INCREASED20,32819,089+1,239+6%$1.8M$2.1M+$295.1K2026-10-16
Pettee Investors, Inc.
UNCHANGED20,28620,28600%$2.0M$2.1M+$175.5K2026-11-09
VestGen Advisors, LLC
INCREASED20,23917,664+2,575+15%$1.7M$2.1M+$422.9K2026-10-27
Searle & Co.
UNCHANGED20,18520,18500%$1.9M$2.1M+$174.6K2026-11-04
Spire Wealth Management
INCREASED20,14012,303+7,837+64%$1.2M$2.1M+$928.5K2026-10-30
Figure 8 Investment Strategies LLC
INCREASED20,06518,680+1,385+7%$1.8M$2.1M+$306.9K2026-11-09
Verus Capital Partners, LLC
INCREASED20,01519,570+445+2%$1.9M$2.1M+$216.0K2026-11-03
International Assets Investment Management, LLC
DECREASED19,99424,235-4,241-17%$2.3M$2.0M-$293.7K2026-11-02
Auxano Advisors, LLC
DECREASED19,92821,357-1,429-7%$2.1M$2.1M+$34.8K2026-11-06
Flagship Harbor Advisors, LLC
DECREASED19,92020,517-597-3%$2.0M$2.1M+$114.9K2026-10-26
Atlas Brown,Inc.
INCREASED19,75219,661+91+0%$1.9M$2.1M+$179.6K2026-10-09
Perpetual Ltd
INCREASED19,71510,524+9,191+87%$1.0M$2.1M+$1.1M2026-10-13
Meyer Handelman Co
UNCHANGED19,68319,68300%$1.9M$2.1M+$170.3K2026-10-28
CX Institutional
INCREASED19,61518,036+1,579+9%$1.7K$2.1M+$2.1M2026-10-02
Trust Asset Management LLC
UNCHANGED19,56619,56600%$1.9M$2.1M+$169.2K2026-11-03
InvesTrust
DECREASED19,55621,080-1,524-7%$2.0M$2.1M+$22.5K2026-10-14
Buttonwood Financial Advisors Inc.
DECREASED19,55319,871-318-2%$1.9M$2.1M+$138.6K2026-10-13
Eagle Bluffs Wealth Management LLC
INCREASED19,55118,656+895+5%$1.8M$2.1M+$241.3K2026-10-20
Reflection Asset Management
INCREASED19,38217,744+1,638+9%$1.7M$2.0M+$325.3K2026-10-28
United Bank
INCREASED19,17918,892+287+2%$1.8M$2.0M+$193.5K2026-11-06
JTC Employer Solutions Trustee Ltd
INCREASED19,16419,156+8+0%$1.8M$2.0M+$167.0K2026-11-09
Oarsman Capital, Inc.
DECREASED19,11620,467-1,351-7%$2.0M$2.0M+$35.4K2026-11-05
Alliance Wealth Advisors, LLC
DECREASED19,03619,186-150-1%$1.8M$2.0M+$150.2K2026-10-14
Integral Investment Advisors, Inc.
INCREASED19,00818,990+18+0%$1.8M$2.0M+$166.2K2026-11-03
Mengis Capital Management, Inc.
DECREASED18,95320,502-1,549-8%$2.0M$2.0M+$14.8K2026-10-13
Sagespring Wealth Partners, LLC
DECREASED18,89719,588-691-4%$1.9M$2.0M+$96.9K2026-10-22
Three Bridge Wealth Advisors, LLC
INCREASED18,88218,065+817+5%$1.8M$2.0M+$228.4K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED18,86113,910+4,951+36%$1.4M$2.0M+$606.5K2026-10-13
Monarch Capital Management Inc
DECREASED18,85419,074-220-1%$1.9M$2.0M+$127.6K2026-10-19
Moody National Bank Trust Division
INCREASED18,75714,127+4,630+33%$1.4M$2.0M+$607.9K2026-10-06
Penobscot Investment Management Company, Inc.
DECREASED18,71619,031-315-2%$1.8M$2.0M+$131.6K2026-10-26
HBW Advisory Services LLC
DECREASED18,68922,665-3,976-18%$2.2M$2.0M-$221.0K2026-10-15
Barr E S & Co
UNCHANGED18,66918,66900%$1.8M$2.0M+$161.5K2026-11-06
M Holdings Securities, Inc.
NEW18,529—+18,529——$2.1K—2026-11-03
Beacon Bank & Trust
DECREASED18,50921,387-2,878-13%$2.1M$1.9M-$116.9K2026-10-27
Mirabaud & Cie SA
DECREASED18,50020,920-2,420-12%$2.0M$1.9M-$72.9K2026-10-27
Redwood Family Wealth LLC
INCREASED18,44018,403+37+0%$1.8M$1.9M+$163.0K2026-10-20
Aspire Private Capital, LLC
DECREASED18,42118,717-296-2%$1.8M$1.9M+$130.8K2026-11-05
Atwater Malick LLC
DECREASED18,42019,030-610-3%$1.8M$1.9M+$100.6K2026-10-15
Addison Capital Co
DECREASED18,39221,111-2,719-13%$2.0M$1.9M-$102.6K2026-11-09
Uhlmann Price Securities, LLC
DECREASED18,12019,500-1,380-7%$1.9M$1.9M+$23.9K2026-11-03
Atala Financial Inc
UNCHANGED18,02018,02000%$1.7M$1.9M+$155.9K2026-10-22
Integrity Alliance, Llc.
INCREASED17,75015,392+2,358+15%$1.5M$1.9M+$380.6K2026-10-29
Prudent Man Advisors, LLC
DECREASED17,70017,884-184-1%$1.7M$1.9M+$135.4K2026-11-03
Belpointe Asset Management LLC
INCREASED17,68613,918+3,768+27%$1.3M$1.9M+$515.8K2026-11-09
Legacy Financial Advisors, Inc.
INCREASED17,62514,292+3,333+23%$1.4M$1.8M+$473.3K2026-11-09
Wynn Capital, LLC
INCREASED17,58717,397+190+1%$1.7M$1.8M+$170.4K2026-10-13
NTV Asset Management LLC
INCREASED17,50512,675+4,830+38%$1.2M$1.8M+$616.3K2026-10-23
Diversified Trust Co
DECREASED17,48125,706-8,225-32%$2.5M$1.8M-$640.4K2026-11-06
BankPlus Trust Department
INCREASED17,46517,281+184+1%$1.7M$1.8M+$168.8K2026-11-06
Burns J W & Co Inc
DECREASED17,44118,697-1,256-7%$1.8M$1.8M+$30.0K2026-10-20
Little House Capital LLC
NEW17,404—+17,404——$1.8M—2026-11-06
Insight Inv LLC
INCREASED17,32113,911+3,410+25%$1.3M$1.8M+$478.0K2026-10-27
Missouri Trust & Investment Co
INCREASED17,30316,412+891+5%$1.6M$1.8M+$236.4K2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED17,26917,488-219-1%$1.7M$1.8M+$128.3K2026-10-28
Aaron Wealth Advisors LLC
DECREASED17,16621,514-4,348-20%$2.1M$1.8M-$270.1K2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED17,15217,662-510-3%$1.7M$1.8M+$94.7K2026-11-09
Cullen Investment Group, Ltd.
DECREASED17,14223,649-6,507-28%$2.3M$1.9M-$416.5K2026-10-13
Councilmark Asset Management, LLC
UNCHANGED17,10117,10100%$1.6M$1.8M+$147.9K2026-10-20
Horizon Wealth Management, LLC
INCREASED17,04817,036+12+0%$1.6M$1.8M+$148.6K2026-11-02
Central Trust Co
DECREASED17,04017,812-772-4%$1.7M$1.8M+$73.1K2026-11-05
Bigelow Investment Advisors, LLC
INCREASED17,03016,372+658+4%$1.6M$1.8M+$210.7K2026-10-13
Baker Tilly Wealth Management, LLC
INCREASED16,97915,029+1,950+13%$1.4M$1.8M+$334.5K2026-10-05
Sculati Wealth Management, LLC
DECREASED16,93417,014-800%$1.7M$1.8M+$175.4K2026-10-19
Nvwm, LLC
INCREASED16,79416,493+301+2%$1.6M$1.8M+$174.4K2026-10-14
KPP Advisory Services LLC
INCREASED16,74316,038+705+4%$1.5M$1.8M+$212.8K2026-10-26
Atlantic Edge Private Wealth Management, LLC
INCREASED16,7379,055+7,682+85%$871.5K$1.8M+$884.2K2026-10-20
Old National Bancorp
DECREASED16,70218,296-1,594-9%$1.8M$1.8M-$9.0K2026-10-20
Fragasso Financial Advisors Inc
INCREASED16,6097,995+8,614+108%$769.6K$1.8M+$1.0M2026-10-13
Midway Capital Research & Management
INCREASED16,55216,450+102+1%$1.6M$1.7M+$153.0K2026-10-20
Chicago Trust Co NA
INCREASED16,5207,692+8,828+115%$740.4K$1.7M+$992.6K2026-10-28
JSF Financial, LLC
DECREASED16,51716,606-89-1%$1.6M$1.7M+$134.3K2026-10-22
EverSource Wealth Advisors, LLC
INCREASED16,4648,653+7,811+90%$832.9K$1.7M+$894.2K2026-11-04
Plimoth Trust Co LLC
DECREASED16,43917,149-710-4%$1.7M$1.7M+$73.9K2026-10-26
Clear Creek Financial Management, LLC
INCREASED16,41415,820+594+4%$1.5M$1.7M+$198.3K2026-10-28
Clearstead Trust, LLC
INCREASED16,31414,602+1,712+12%$1.4M$1.7M+$305.9K2026-11-06
Carnegie Investment Counsel
DECREASED16,30316,885-582-3%$1.6M$1.7M+$85.0K2026-10-20
Cigna Investments Inc
DECREASED16,28316,739-456-3%$1.6M$1.7M+$97.0K2026-10-19
Curbstone Financial Management Corp
DECREASED16,10016,750-650-4%$1.6M$1.7M+$76.7K2026-10-21
Wellington Grp LLC
INCREASED16,02412,534+3,490+28%$1.2M$1.7M+$474.5K2026-11-06
SWS Partners
DECREASED16,00018,252-2,252-12%$1.8M$1.7M-$92.0K2026-10-26
Live Oak Investment Partners
INCREASED15,98415,741+243+2%$1.5M$1.7M+$161.7K2026-10-23
Archer Investment Corp
INCREASED15,96515,912+53+0%$1.5M$1.7M+$143.2K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED15,86716,048-181-1%$1.5M$1.7M+$119.8K2026-10-23
CRA Financial Services, LLC
DECREASED15,84615,869-230%$1.5M$1.7M+$134.9K2026-10-16
Integrated Advisors Network LLC
INCREASED15,80915,762+47+0%$1.5M$1.7M+$141.2K2026-10-20
Provenance Wealth Advisors, LLC
INCREASED15,70045+15,655+34789%$4.3K$1.6M+$1.6M2026-10-30
Winch Advisory Services, LLC
DECREASED15,66816,057-389-2%$1.5M$1.6M+$98.1K2026-11-06
First National Trust Co
DECREASED15,63116,713-1,082-6%$1.6M$1.6M+$31.1K2026-10-28
IPG Investment Advisors LLC
INCREASED15,62014,975+645+4%$1.5M$1.6M+$186.0K2026-10-30
Burney Co/
DECREASED15,57916,041-462-3%$1.5M$1.6M+$90.3K2026-10-15
Letson Investment Management, Inc.
UNCHANGED15,55315,55300%$1.5M$1.6M+$134.5K2026-11-05
Old Mission Investment Co LLC
DECREASED15,51715,690-173-1%$1.5M$1.6M+$105.8K2026-10-22
Legacy Advisors, LLC
DECREASED15,46618,477-3,011-16%$1.8M$1.6M-$156.0K2026-10-19
Soltis Investment Advisors LLC
INCREASED15,3377,918+7,419+94%$762.2K$1.6M+$846.7K2026-10-28
Cordatus Wealth Management LLC
DECREASED15,31415,667-353-2%$1.5M$1.6M+$98.5K2026-10-19
Certified Advisory Corp
INCREASED15,24615,153+93+1%$1.5M$1.6M+$141.1K2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED15,15832,302-17,144-53%$3.1M$1.6M-$1.5M2026-10-05
Y-Intercept (Hong Kong) Ltd
DECREASED15,10647,678-32,572-68%$4.6M$1.6M-$3.0M2026-10-16
Murphy Pohlad Asset Management LLC
DECREASED15,06415,169-105-1%$1.5M$1.6M+$120.2K2026-10-22
Alliance Private Wealth, LLC
DECREASED15,06217,132-2,070-12%$1.6M$1.6M-$69.0K2026-10-20
Ferguson Wellman Capital Management, Inc
DECREASED15,01917,077-2,058-12%$1.6M$1.6M-$68.2K2026-10-05
Sanders Morris Harris LLC
NEW14,924—+14,924——$1.6M—2026-10-14
Delta Financial Advisors LLC
INCREASED14,87714,861+16+0%$1.4M$1.6M+$130.2K2026-10-27
Claro Advisors Inc.
INCREASED14,86412,843+2,021+16%$1.2M$1.6M+$323.2K2026-11-02
Cove Private Wealth, LLC
DECREASED14,84117,832-2,991-17%$1.7M$1.6M-$159.5K2026-10-28
Columbia Bank
INCREASED14,83313,995+838+6%$1.3M$1.6M+$209.0K2026-10-29
Hendershot Investments Inc.
UNCHANGED14,76614,76600%$1.4M$1.5M+$127.7K2026-11-05
Asset Advisors Investment Management, LLC
DECREASED14,74514,845-100-1%$1.4M$1.5M+$117.9K2026-10-19
Cetera Trust Company, N.a
DECREASED14,74215,042-300-2%$1.4M$1.5M+$98.6K2026-11-09
Verdence Capital Advisors LLC
INCREASED14,72911,866+2,863+24%$1.1M$1.5M+$402.9K2026-10-26
RS Crum Inc.
DECREASED14,67314,826-153-1%$1.4M$1.5M+$112.2K2026-10-19
Harrell Investment Partners, LLC
DECREASED14,64014,694-540%$1.4M$1.5M+$121.5K2026-10-15
Ridgewood Investments LLC
INCREASED14,61114,018+593+4%$1.3M$1.5M+$183.5K2026-10-05
Jnba Financial Advisors
DECREASED14,60014,601-10%$1.4M$1.5M+$126.2K2026-11-03
Premier Path Wealth Partners, LLC
DECREASED14,57018,263-3,693-20%$1.8M$1.5M-$229.4K2026-10-16
Atlas Capital Advisors Inc.
INCREASED14,5105,393+9,117+169%$519.1K$1.2M+$712.9K2026-11-09
Spirit of America Management Corp
UNCHANGED14,50014,50000%$1.4M$1.5M+$125.4K2026-10-14
Schnieders Capital Management, Llc.
INCREASED14,46613,938+528+4%$1.3M$1.5M+$175.9K2026-11-09
Davidson Trust Co
UNCHANGED14,39314,39300%$1.4M$1.5M+$124.5K2026-10-09
Asset Dedication, LLC
INCREASED14,38313,559+824+6%$1.3M$1.5M+$203.8K2026-11-03
Westwind Capital
INCREASED14,29713,741+556+4%$1.3K$1.5M+$1.5M2026-10-08
Portfolio Design Labs, LLC
INCREASED14,29414,149+145+1%$1.4M$1.5M+$137.5K2026-11-04
ARS Wealth Advisors Group, LLC
DECREASED14,29115,536-1,245-8%$1.5M$1.5M+$3.8K2026-10-16
Smithfield Trust Co
DECREASED14,28014,470-190-1%$1.4M$1.5M+$100.0K2026-11-09
Avestar Capital, LLC
DECREASED14,20415,162-958-6%$1.5M$1.5M+$30.6K2026-10-28
First Horizon Corp
DECREASED14,15414,202-480%$1.4M$1.5M+$117.8K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED14,13513,026+1,109+9%$1.3M$1.5M+$230.0K2026-10-30
Aspiriant, LLC
DECREASED14,09214,345-253-2%$1.4M$1.5M+$97.5K2026-10-16
Stackstone Wealth, LLC
NEW14,052—+14,052——$1.5M—2026-10-19
Sigma Planning Corp
DECREASED14,02217,667-3,645-21%$1.7M$1.5M-$229.3K2026-10-23
Turtle Creek Wealth Advisors, LLC
DECREASED13,99116,316-2,325-14%$1.6M$1.5M-$102.8K2026-10-15
Cidel Asset Management Inc
INCREASED13,94612,941+1,005+8%$1.2M$1.5M+$217.4K2026-10-29
Investors Asset Management of Georgia Inc
DECREASED13,93514,687-752-5%$1.4M$1.5M+$48.1K2026-10-20
Winthrop Advisory Group LLC
DECREASED13,87113,894-230%$1.3M$1.5M+$107.3K2026-10-22
Mather Group, Llc.
DECREASED13,84717,531-3,684-21%$1.7M$1.5M-$234.8K2026-10-14
SteelPeak Wealth, LLC
DECREASED13,78634,436-20,650-60%$3.3M$1.4M-$1.9M2026-10-16
M. Kraus & Co
DECREASED13,72215,862-2,140-13%$1.5M$1.4M-$87.3K2026-10-20
ANB Bank
DECREASED13,70113,707-60%$1.3M$1.4M+$117.9K2026-10-09
PW Nova Financial Services LLC
INCREASED13,67813,571+107+1%$1.3M$1.4M+$128.5K2026-10-15
Cape Investment Advisory, Inc.
DECREASED13,66614,933-1,267-8%$1.4M$1.4M-$3.8K2026-10-13
Guardian Wealth Management, Inc.
INCREASED13,66013,525+135+1%$1.3M$1.4M+$131.1K2026-10-30
Aprio Wealth Management, LLC
DECREASED13,64513,837-192-1%$1.3M$1.4M+$99.6K2026-10-28
Vista Investment Partners LLC
DECREASED13,52613,552-260%$1.3M$1.4M+$114.5K2026-10-08
Levin Capital Strategies, L.P.
UNCHANGED13,50013,50000%$1.3M$1.4M+$116.8K2026-11-02
Founders Financial Securities LLC
INCREASED13,45212,807+645+5%$1.2M$1.4M+$178.5K2026-10-28
Partnership Wealth Management, LLC
DECREASED13,40213,831-429-3%$1.3M$1.4M+$74.6K2026-10-05
Boltwood Capital Management
INCREASED13,39513,285+110+1%$1.3M$1.4M+$126.5K2026-10-02
Pinnacle West Asset Management, Inc.
DECREASED13,37313,463-90-1%$1.3M$1.4M+$107.0K2026-11-09
Meridian Wealth Management, LLC
DECREASED13,35713,435-78-1%$1.3M$1.4M+$108.0K2026-11-05
Byrne Asset Management LLC
DECREASED13,33614,417-1,081-7%$1.4M$1.4M-$36.3K2026-10-06
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED13,17913,579-400-3%$1.3M$1.4M+$75.5K2026-10-15
Bedel Financial Consulting, Inc.
DECREASED13,15113,229-78-1%$1.3M$1.4M+$106.2K2026-11-06
Willow Creek Capital Management, Inc.
UNCHANGED13,13013,13000%$1.3M$1.3M$02026-10-16
MBL Wealth, LLC
INCREASED13,0985,135+7,963+155%$494.3K$1.4M+$879.7K2026-10-22
Parcion Private Wealth LLC
INCREASED12,9782,139+10,839+507%$205.9K$1.4M+$1.2M2026-10-28
WBH Advisory Inc
INCREASED12,97412,745+229+2%$1.2M$1.4M+$134.3K2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED12,91112,990-79-1%$1.3M$1.4M+$104.1K2026-10-09
Robertson Stephens Wealth Management, LLC
INCREASED12,87912,177+702+6%$1.2M$1.4M+$169.9K2026-10-16
Uncommon Cents Investing Inc
INCREASED12,82812,250+578+5%$1.2M$1.3M+$166.6K2026-10-20
Valmark Advisers, Inc.
INCREASED12,81712,734+83+1%$1.2M$1.3M+$118.9K2026-11-06
Monograph Wealth Advisors, LLC
DECREASED12,81312,909-96-1%$1.3M$1.3M+$91.9K2026-11-09
Equitable Trust Co
DECREASED12,80112,834-330%$1.2M$1.3M+$107.6K2026-10-13
Ceredex Value Advisors LLC
NEW12,777—+12,777——$1.3M—2026-11-09
Elyxium Wealth, LLC
INCREASED12,70412,701+3+0%$1.2M$1.3M+$110.2K2026-10-27
Palisade Asset Management, LLC
INCREASED12,65710,937+1,720+16%$1.1M$1.3M+$275.1K2026-11-03
Baker Avenue Asset Management, LP
INCREASED12,5358,315+4,220+51%$800.3K$1.3M+$514.6K2026-11-06
Montag A & Associates Inc
DECREASED12,47913,124-645-5%$1.3M$1.3M+$36.8K2026-10-29
Lowe Brockenbrough & Co Inc
DECREASED12,41012,861-451-4%$1.2M$1.3M+$64.0K2026-11-09
Howard Capital Management, LLC
DECREASED12,40112,537-136-1%$1.2M$1.3M+$94.2K2026-10-16
Alta Advisers Ltd
INCREASED12,3887,119+5,269+74%$685.2K$1.3M+$614.3K2026-11-02
Focus Financial Network, Inc.
INCREASED12,35812,253+105+1%$1.2M$1.3M+$117.0K2026-10-14
Ascentis Independent Advisors
NEW12,300—+12,300——$1.3M—2026-11-03
CWC Advisors, Llc.
INCREASED12,29512,159+136+1%$1.2M$1.3M+$119.4K2026-10-15
Legacy Capital Group California, Inc.
DECREASED12,27912,347-68-1%$1.2M$1.3M+$99.7K2026-11-09
Texas Bank & Trust Co
INCREASED12,25311,880+373+3%$1.1M$1.3M+$141.9K2026-11-04
University of Texas S AM Investment Management Co
DECREASED12,24117,130-4,889-29%$1.7M$1.3M-$376.5K2026-11-03
Family Legacy, Inc.
INCREASED12,18612,125+61+1%$1.2M$1.3M+$111.4K2026-10-13
Delphi Management Inc
DECREASED12,16912,432-263-2%$1.2M$1.3M+$80.0K2026-11-05
Neville Rodie & Shaw Inc
DECREASED12,12913,129-1,000-8%$1.3K$1.3M+$1.3M2026-10-05
Hickory Point Bank & Trust
DECREASED12,12212,256-134-1%$1.2M$1.3M+$92.0K2026-10-01
Fulcrum Asset Management LLP
NEW12,098—+12,098——$1.3M—2026-11-04
Focused Wealth Management, Inc
INCREASED12,08011,771+309+3%$1.1M$1.3M+$134.3K2026-10-30
Fire Capital Management LLC
INCREASED11,88511,621+264+2%$1.1M$1.2M+$128.2K2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED11,87914,319-2,440-17%$1.4M$1.2M-$132.1K2026-10-07
Beutel, Goodman & Co Ltd.
DECREASED11,56511,900-335-3%$1.1M$1.2M+$68.0K2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
DECREASED11,54391,858-80,315-87%$8.8M$1.2M-$7.6M2026-10-30
StoneX Group Inc.
INCREASED11,5418,460+3,081+36%$820.6K$1.2M+$372.4K2026-11-03
Beaumont Financial Advisors, LLC
DECREASED11,53012,178-648-5%$1.2M$1.2M+$37.4K2026-10-22
Forza Wealth Management, LLC
INCREASED11,4929,796+1,696+17%$942.9K$1.2M+$262.6K2026-10-20
Klingman & Associates, LLC
INCREASED11,44810,162+1,286+13%$978.1K$1.2M+$222.8K2026-10-20
Burke & Herbert Bank & Trust Co
DECREASED11,43911,489-500%$1.1M$1.2M+$94.1K2026-11-02
Jones Kertz & Associates, Inc.
UNCHANGED11,41811,41800%$1.1M$1.2M+$98.8K2026-10-28
Andrews Advisory Associates, LLC
INCREASED11,30411,109+195+2%$1.1M$1.2M+$116.5K2026-10-15
Torrey-Payne Wealth Management, LLC
DECREASED11,26911,310-410%$1.1M$1.2M+$93.6K2026-11-09
Citizens & Northern Corp
DECREASED11,21912,553-1,334-11%$1.2M$1.2M-$31.4K2026-11-06
Obermeyer Wealth Partners
DECREASED11,08911,095-60%$1.1M$1.2M+$95.4K2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED11,08111,08100%$1.1M$1.1M$02026-10-13
PDS Planning, Inc
INCREASED11,00710,363+644+6%$997.4K$1.2M+$157.2K2026-11-03
Moneco Advisors, LLC
DECREASED10,99312,035-1,042-9%$1.2M$1.2M-$5.1K2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED10,99110,99100%$1.1M$1.2M+$95.1K2026-10-22
Money Concepts Capital Corp
INCREASED10,96910,942+27+0%$1.1M$1.2M+$97.5K2026-11-06
North Star Investment Management Corp.
DECREASED10,96011,848-888-7%$1.1M$1.1M+$9.3K2026-10-27
Supplemental Annuity Collective Trust of NJ
DECREASED10,92511,138-213-2%$1.1M$1.1M+$74.0K2026-11-02
Tred Avon Family Wealth, LLC
INCREASED10,85710,398+459+4%$1.0M$1.1M+$138.1K2026-10-20
Access Investment Management LLC
INCREASED10,8446,527+4,317+66%$628.2K$1.1M+$509.3K2026-10-23
Cox Capital Mgt LLC
DECREASED10,80910,847-380%$1.0M$1.1M+$89.8K2026-10-07
Shrier Wealth Management, LLC
INCREASED10,76210,576+186+2%$1.0M$1.1M+$111.0K2026-10-20
HF Advisory Group, LLC
INCREASED10,73910,617+122+1%$1.0M$1.1M+$104.7K2026-10-09
Confluence Wealth Services, Inc.
DECREASED10,72012,406-1,686-14%$1.2M$1.1M-$69.6K2026-11-05
Collaborative Fund Advisors, LLC
INCREASED10,7096,038+4,671+77%$581.2K$1.1M+$542.2K2026-11-02
Cookson Peirce & Co Inc
NEW10,671—+10,671——$1.1M—2026-10-30
Angeles Wealth Management, LLC
DECREASED10,66311,054-391-4%$1.1M$1.1M+$46.3K2026-10-26
Lanark Financial, Inc.
DECREASED10,59910,666-67-1%$1.0M$1.1M+$85.1K2026-10-26
Tompkins Financial Corp
DECREASED10,58410,819-235-2%$1.0M$1.1M+$68.9K2026-10-05
Patten & Patten Inc
DECREASED10,46410,932-468-4%$1.1M$1.1M+$45.5K2026-10-26
Harbour Trust & Investment Management Co
DECREASED10,45610,641-185-2%$1.0M$1.1M+$72.6K2026-10-28
SevenBridge Financial Group, LLC
DECREASED10,41711,520-1,103-10%$1.2M$1.2M-$45.4K2026-10-26
Blue Trust, Inc.
DECREASED10,39212,364-1,972-16%$1.2M$1.1M-$99.9K2026-10-15
Farmers & Merchants Trust Co of Long Beach
DECREASED10,36910,684-315-3%$1.0M$1.1M+$59.4K2026-10-22
Lester Murray Antman dba SimplyRich
DECREASED10,35220,857-10,505-50%$1.0M$1.1M+$68.3K2026-11-06
Mechanics Bank Trust Department
DECREASED10,33710,962-625-6%$1.1M$1.1M+$29.3K2026-10-13
Elmwood Wealth Management, Inc.
DECREASED10,33410,673-339-3%$1.0M$1.1M+$56.8K2026-10-14
Nicholas Hoffman & Company, Llc.
INCREASED10,33310,235+98+1%$985.1K$1.1M+$98.9K2026-10-30
JFS Wealth Advisors, LLC
DECREASED10,33110,381-500%$999.4K$1.1M+$84.3K2026-11-03
Advisor OS, LLC
INCREASED10,32610,108+218+2%$972.9K$1.1M+$110.2K2026-11-03
S-Bank Fund Management Ltd
INCREASED10,3259,824+501+5%$945.6K$1.1M+$137.5K2026-11-06
Absher Wealth Management, LLC
DECREASED10,31910,349-300%$996.1K$1.1M+$86.4K2026-11-02
XML Financial, LLC
DECREASED10,25613,472-3,216-24%$1.3M$1.1M-$220.8K2026-10-29
Calamos Wealth Management LLC
DECREASED10,25111,740-1,489-13%$1.1M$1.1M-$54.6K2026-11-02
Hanson & Doremus Investment Management
DECREASED10,21810,556-338-3%$1.0M$1.1M+$56.0K2026-10-16
Abundance Wealth Counselors
DECREASED10,10510,434-329-3%$1.0M$1.1M+$55.8K2026-10-26
Curated Wealth Partners LLC
NEW10,095—+10,095——$1.1M—2026-10-15
RVW Wealth, LLC
DECREASED10,05310,059-60%$968.2K$1.1M+$86.4K2026-10-06
Golden Reserve Retirement LLC
INCREASED10,0476,051+3,996+66%$582.4K$1.1M+$471.5K2026-11-02
Eads & Heald Wealth Management
INCREASED10,0469,288+758+8%$894.0K$1.1M+$159.9K2026-10-29
TritonPoint Partners, LLC
DECREASED10,03714,583-4,546-31%$1.4M$1.1M-$360.4K2026-11-05
Ping Capital Management, Inc.
UNCHANGED10,00010,00000%$962.5K$1.0M+$86.5K2026-10-13
Enhancing Capital LLC
UNCHANGED10,00010,00000%$962.5K$1.0M+$86.5K2026-10-26
Private Trust Co NA
DECREASED9,99310,640-647-6%$1.0M$1.0M+$24.2K2026-10-20
Tritonpoint Wealth, LLC
INCREASED9,9718,880+1,091+12%$854.7K$1.0M+$191.3K2026-10-19
Parrish Capital LLC
INCREASED9,9189,263+655+7%$891.6K$1.0M+$148.8K2026-10-01
Chemung Canal Trust Co
INCREASED9,9028,962+940+10%$862.6K$1.0M+$176.1K2026-11-04
Great Valley Advisor Group, Inc.
INCREASED9,8859,515+370+4%$915.8K$1.0M+$121.4K2026-11-09
Corundum Group, Inc.
INCREASED9,8598,097+1,762+22%$779.4K$1.0M+$254.9K2026-10-28
Wernau Asset Management Inc.
INCREASED9,7839,745+38+0%$938.0K$1.0M+$88.3K2026-10-19
First National Bank Sioux Falls
INCREASED9,7329,703+29+0%$1.0M$1.0M+$12.7K2026-10-13
First Nebraska Trust Co
DECREASED9,7289,913-185-2%$954.1K$1.0M+$66.3K2026-10-30
Rare Wolf Capital LLC
DECREASED9,69411,037-1,343-12%$1.1M$1.0M-$45.4K2026-10-20
Grant Private Wealth Management Inc
INCREASED9,5973,874+5,723+148%$372.8K$1.0M+$633.9K2026-10-19
Nwam LLC
INCREASED9,5718,094+1,477+18%$779.1K$1.0M+$224.9K2026-11-09
Excalibur Management Corp
INCREASED9,5719,264+307+3%$891.6K$1.0M+$112.4K2026-11-02
Brucke Financial, Inc.
DECREASED9,5539,591-380%$923.1K$1.0M+$79.0K2026-10-23
Elco Management Co., LLC
INCREASED9,5389,401+137+1%$904.8K$1.0M+$95.7K2026-10-14
Journey Advisory Group, LLC
DECREASED9,53610,242-706-7%$986.0K$1.0M+$14.4K2026-11-04
City Holding Co
DECREASED9,47814,817-5,339-36%$1.4M$994.2K-$431.9K2026-10-19
Tcfg Investment Advisors, LLC
INCREASED9,4497,240+2,209+31%$696.9K$991.1K+$294.2K2026-10-20
Towne Trust Company, N.a
DECREASED9,3849,583-199-2%$922.4K$984.4K+$62.0K2026-10-28
Lineweaver Wealth Advisors, LLC
DECREASED9,36610,104-738-7%$972.5K$982.4K+$9.9K2026-10-13
Whalen Wealth Management Inc.
INCREASED9,3605,774+3,586+62%$555.8K$981.9K+$426.1K2026-10-08
Middleton & Co Inc
INCREASED9,3609,320+40+0%$897.1K$981.9K+$84.8K2026-10-23
Laurel OAK Wealth Management, LLC
INCREASED9,3588,680+678+8%$835.5K$981.7K+$146.2K2026-10-19
3Chopt Investment Partners, LLC
INCREASED9,3447,390+1,954+26%$717.0K$980.2K+$263.2K2026-10-30
West Family Investments, Inc.
INCREASED9,1863,446+5,740+167%$331.7K$963.6K+$631.9K2026-11-09
Salem Investment Counselors Inc
DECREASED9,1809,205-250%$892.5K$963.0K+$70.5K2026-10-13
Smith Thornton Advisors LLC
INCREASED9,1379,116+21+0%$875.1K$958.4K+$83.3K2026-10-16
Reynders McVeigh Capital Management, LLC
DECREASED9,07011,014-1,944-18%$1.1M$951.5K-$108.5K2026-10-30
Moody Lynn Lieberson & Walker, LLC
DECREASED9,0709,195-125-1%$885.0K$951.4K+$66.4K2026-10-14
Cornerstone Wealth Group, LLC
DECREASED9,0599,075-160%$873.5K$950.3K+$76.8K2026-11-02
Investment Partners, Ltd.
INCREASED9,0495,318+3,731+70%$511.8K$949.3K+$437.5K2026-10-29
Kavar Capital Partners Group, LLC
DECREASED9,0429,091-49-1%$875.0K$948.5K+$73.4K2026-11-06
Bank of Stockton
DECREASED9,02710,056-1,029-10%$967.9K$946.9K-$21.0K2026-10-20
Birchbrook, Inc.
DECREASED9,0259,451-426-5%$909.6K$946.8K+$37.1K2026-10-14
Armstrong Henry H Associates Inc
DECREASED8,9999,039-400%$870.0K$944.0K+$74.0K2026-10-07
Personal CFO Solutions, LLC
DECREASED8,99611,245-2,249-20%$1.1M$943.7K-$147.1K2026-11-06
Probity Advisors, Inc.
INCREASED8,9898,312+677+8%$800.0K$942.9K+$142.9K2026-10-23
Mechanics Financial Corp
DECREASED8,9479,157-210-2%$881.4K$938.5K+$57.2K2026-11-05
Tributary Capital Management, LLC
UNCHANGED8,9308,93000%$859.5K$936.8K+$77.2K2026-10-28
Welch Group, LLC
DECREASED8,9218,957-360%$862.1K$935.8K+$73.7K2026-10-29
Trust Point Inc.
INCREASED8,9146,449+2,465+38%$620.7K$935.1K+$314.4K2026-10-27
S.E.E.D. Planning Group LLC
INCREASED8,9045,000+3,904+78%$481.2K$934.0K+$452.8K2026-10-07
Procyon Advisors, LLC
DECREASED8,8969,093-197-2%$875.2K$933.2K+$58.0K2026-10-21
Greenfield Seitz Capital Management, LLC
DECREASED8,8949,111-217-2%$876.9K$933.0K+$56.0K2026-10-29
Texas Capital Bank Wealth Management Services Inc
DECREASED8,8519,258-407-4%$891.1K$928.5K+$37.4K2026-11-09
Net Worth Advisory Group
INCREASED8,8336,925+1,908+28%$666.5K$895.0K+$228.5K2026-10-20
Avity Investment Management Inc.
INCREASED8,8235,823+3,000+52%$560.5K$925.6K+$365.1K2026-10-09
Successful Portfolios LLC
DECREASED8,7988,840-420%$845.6K$911.2K+$65.6K2026-10-09
Burling Wealth Partners, LLC
DECREASED8,7768,962-186-2%$862.6K$920.6K+$58.0K2026-11-09
Everhart Financial Group, Inc.
DECREASED8,7709,464-694-7%$910.9K$920.0K+$9.0K2026-10-08
Hardy Reed LLC
INCREASED8,7688,447+321+4%$813.0K$919.7K+$106.7K2026-11-06
Thoma Capital Management LLC
DECREASED8,7538,836-83-1%$850.5K$918.2K+$67.7K2026-10-19
Oslo Pensjonsforsikring AS
UNCHANGED8,7448,74400%$841.6K$917.2K+$75.6K2026-10-15
Nations Financial Group Inc,
DECREASED8,7268,955-229-3%$862.0K$915.4K+$53.4K2026-11-05
Avantax Planning Partners, Inc.
INCREASED8,6728,005+667+8%$770.5K$909.7K+$139.2K2026-11-03
SYM Financial Corp
INCREASED8,6603,371+5,289+157%$324.4K$908.5K+$584.1K2026-10-26
Northside Capital Management, LLC
INCREASED8,6208,473+147+2%$815.5K$904.2K+$88.7K2026-10-13
Means Investment Co., Inc.
DECREASED8,6199,648-1,029-11%$928.6K$904.1K-$24.5K2026-11-03
Quent Capital, LLC
INCREASED8,5826,930+1,652+24%$667.0K$1.0M+$335.3K2026-11-09
Mill Capital Management, LLC
UNCHANGED8,5638,56300%$824.2K$898.3K+$74.1K2026-10-26
SAX Wealth Advisors, LLC
INCREASED8,5388,174+364+4%$787.8K$895.7K+$107.9K2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED8,5228,595-73-1%$824.0K$951.7K+$127.7K2026-10-21
Chiron Capital Management, LLC
NEW8,509—+8,509——$892.6K—2026-10-15
Bangor Savings Bank
DECREASED8,4898,893-404-5%$856.0K$890.5K+$34.6K2026-10-06
MeadowBrook Investment Advisors LLC
DECREASED8,4858,675-190-2%$835.0K$959.9K+$124.9K2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED8,4579,429-972-10%$913.0K$887.1K-$25.8K2026-10-14
Hedges Asset Management LLC
DECREASED8,4509,200-750-8%$885.5K$886.4K+$9052026-10-29
Strategic Family Wealth Counselors, L.L.C.
INCREASED8,4488,425+23+0%$810.9K$886.2K+$75.3K2026-10-29
Wescott Financial Advisory Group, LLC
INCREASED8,4458,358+87+1%$804.4K$885.9K+$81.5K2026-11-09
Pictet North America Advisors SA
NEW8,424—+8,424——$883.7K—2026-10-21
Providence Wealth Advisors, LLC
DECREASED8,4229,023-601-7%$877.3K$860.7K-$16.7K2026-10-29
SVB Wealth LLC
DECREASED8,4219,312-891-10%$896.3K$883.3K-$13.0K2026-11-06
Hara Capital LLC
DECREASED8,4178,517-100-1%$826.1K$882.9K+$56.8K2026-10-30
Morse Asset Management, Inc
INCREASED8,4138,408+5+0%$809.3K$882.5K+$73.3K2026-11-09
Foster Group, Inc.
DECREASED8,3258,363-380%$805.0K$873.3K+$68.3K2026-10-13
Optas, LLC
INCREASED8,3207,291+1,029+14%$701.8K$872.8K+$171.0K2026-11-09
Journey Retirement Planning & Investment Management LLC
DECREASED8,31810,298-1,980-19%$991.2K$872.7K-$118.5K2026-10-09
Caldwell Trust Co
DECREASED8,2819,175-894-10%$883.1K$868.7K-$14.4K2026-10-30
Brown Miller Wealth Management, LLC
DECREASED8,27536,226-27,951-77%$3.5M$868.0K-$2.6M2026-11-02
Strid Group, LLC
UNCHANGED8,2758,27500%$796.5K$868.0K+$71.6K2026-10-28
Central Pacific Bank - Trust Division
INCREASED8,1848,092+92+1%$778.9K$858.5K+$79.6K2026-10-06
St. Johns Investment Management Company, LLC
INCREASED8,1797,856+323+4%$756.2K$858.0K+$101.8K2026-10-30
LCM Capital Management Inc
DECREASED8,1758,331-156-2%$801.9K$857.6K+$55.7K2026-10-20
Trust Investment Advisors
INCREASED8,1617,395+766+10%$711.8K$856.1K+$144.3K2026-10-20
Piscataqua Savings Bank
DECREASED8,1608,376-216-3%$806.2K$855.9K+$49.8K2026-10-21
Essex Bank
DECREASED8,1588,205-47-1%$789.7K$855.8K+$66.0K2026-10-16
Avantra Family Wealth, Inc.
INCREASED8,1548,050+104+1%$774.8K$855.4K+$80.6K2026-10-20
Kentucky Trust Co
UNCHANGED8,1268,12600%$782.1K$852.4K+$70.3K2026-10-15
Howard Capital Management Group, LLC
INCREASED8,1208,117+3+0%$781.2K$851.9K+$70.6K2026-10-16
Root Financial Partners, LLC
INCREASED8,1094,418+3,691+84%$425.3K$850.7K+$425.4K2026-10-21
Biltmore Family Office, LLC
INCREASED8,0887,947+141+2%$770.9K$848.4K+$77.6K2026-11-03
Wendell David Associates Inc
UNCHANGED8,0878,08700%$778.0K$848.0K+$70.0K2026-10-27
Hohimer Wealth Management, LLC
INCREASED8,0697,517+552+7%$723.5K$846.4K+$122.9K2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED8,0427,520+522+7%$723.8K$843.6K+$119.8K2026-10-16
Gryphon Financial Partners LLC
INCREASED8,0087,577+431+6%$729.2K$840.1K+$110.8K2026-11-04
Plancorp, LLC
INCREASED8,0056,692+1,313+20%$642.4K$888.1K+$245.7K2026-11-03
United Advisor Group, LLC
INCREASED7,9937,370+623+8%$709.3K$838.5K+$129.1K2026-11-03
Alhambra Investment Management LLC
INCREASED7,9746,343+1,631+26%$610.5K$836.4K+$226.0K2026-10-15
Forbes J M & Co LLP
DECREASED7,9727,988-160%$768.8K$836.3K+$67.4K2026-10-16
Rockland Trust Co
DECREASED7,9559,554-1,599-17%$919.6K$834.5K-$85.1K2026-10-05
Lantern Wealth Advisors, LLC
DECREASED7,9558,749-794-9%$842.1K$834.5K-$7.6K2026-10-22
Accredited Investors Inc.
INCREASED7,9507,911+39+0%$761.4K$833.9K+$72.5K2026-11-03
First National Bank & Trust Co of Newtown
DECREASED7,9138,386-473-6%$806.6K$877.9K+$71.2K2026-11-09
71 West Capital Partners
INCREASED7,8985,715+2,183+38%$550.1K$828.5K+$278.4K2026-11-04
Facet Wealth, Inc.
INCREASED7,8556,965+890+13%$670.4K$824.0K+$153.6K2026-11-04
Eclectic Associates Inc
DECREASED7,8017,880-79-1%$758.4K$818.4K+$59.9K2026-10-09
KMG Fiduciary Partners, LLC
DECREASED7,7917,900-109-1%$760.4K$817.3K+$57.0K2026-10-14
Axxion S.A.
UNCHANGED7,7887,78800%$749.6K$817.0K+$67.4K2026-10-22
PKS Advisory Services, LLC
UNCHANGED7,7767,77600%$748.5K$748.5K$02026-10-26
Herold Advisors, Inc.
DECREASED7,7638,611-848-10%$832.0K$814.3K-$17.7K2026-10-19
Forum Financial Management, LP
DECREASED7,7498,659-910-11%$833.4K$812.9K-$20.5K2026-10-16
Northstar Asset Management Co
DECREASED7,72510,795-3,070-28%$1.0M$863.9K-$160.0K2026-10-22
Congress Park Capital LLC
DECREASED7,7157,744-290%$745.4K$809.3K+$64.0K2026-10-13
Aldebaran Financial Inc.
DECREASED7,7067,974-268-3%$767.5K$808.4K+$40.9K2026-11-06
GLP Holdings Lllp
UNCHANGED7,7007,70000%$741.1K$807.7K+$66.6K2026-10-02
Northbridge Financial Group, LLC
INCREASED7,6806,956+724+10%$669.5K$798.9K+$129.4K2026-11-05
Tempus Wealth Planning, LLC
DECREASED7,6718,091-420-5%$778.8K$804.7K+$26.0K2026-10-14
Oak Asset Management, LLC
INCREASED7,6467,644+2+0%$735.7K$802.1K+$66.4K2026-10-13
Newman Dignan & Sheerar, Inc.
INCREASED7,6457,636+9+0%$735.0K$802.0K+$67.0K2026-10-21
Sava Infond d.o.o.
UNCHANGED7,6007,60000%$731.5K$797.2K+$65.7K2026-10-28
Investors Research Corp
DECREASED7,5997,984-385-5%$768.5K$797.1K+$28.7K2026-10-07
Rossmore Private Capital
DECREASED7,5547,719-165-2%$748.7K$792.4K+$43.7K2026-10-27
OFI Invest Asset Management
DECREASED7,53720,461-12,924-63%$1.8M$696.1K-$1.1M2026-11-06
Platform Technology Partners
INCREASED7,5377,412+125+2%$713.5K$790.7K+$77.2K2026-11-02
FSM Wealth Advisors, LLC
DECREASED7,5227,572-50-1%$728.8K$805.0K+$76.2K2026-10-27
Adirondack Trust Co
DECREASED7,4877,559-72-1%$727.5K$785.4K+$57.8K2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED7,4447,462-180%$718.2K$780.9K+$62.7K2026-10-13
Florida Financial Advisors, LLC
INCREASED7,4106,023+1,387+23%$579.9K$777.3K+$197.4K2026-11-09
Saybrook Capital
UNCHANGED7,4007,40000%$712.3K$776.3K+$64.0K2026-10-27
QTR Family Wealth, LLC
INCREASED7,3782,902+4,476+154%$279.3K$773.9K+$494.6K2026-11-02
Woodmont Investment Counsel LLC
DECREASED7,3757,747-372-5%$745.7K$773.6K+$28.0K2026-10-29
Salvus Wealth Management, LLC
INCREASED7,3627,326+36+0%$705.1K$772.3K+$67.2K2026-10-13
Key FInancial Inc
INCREASED7,3486,261+1,087+17%$602.7K$770.8K+$168.1K2026-11-02
Private Advisory Group LLC
NEW7,345—+7,345——$770.5K—2026-11-06
Private Management Group Inc
INCREASED7,3437,252+91+1%$698.0K$770.3K+$72.3K2026-11-04
Accurate Wealth Management, LLC
DECREASED7,3427,455-113-2%$713.5K$797.2K+$83.7K2026-10-20
Beacon Financial Advisory LLC
DECREASED7,3179,174-1,857-20%$883.0K$767.6K-$115.4K2026-10-16
Certuity, LLC
DECREASED7,3127,320-80%$704.6K$767.0K+$62.4K2026-11-02
Financial Solutions Advisory Group, Inc.
DECREASED7,3007,794-494-6%$749.5K$807.3K+$57.8K2026-10-28
Kathmere Capital Management, LLC
DECREASED7,2997,942-643-8%$764.4K$765.6K+$1.2K2026-10-20
Doliver Advisors, LP
DECREASED7,2917,414-123-2%$713.6K$764.8K+$51.3K2026-10-01
Aries Wealth Management
DECREASED7,2897,314-250%$704.0K$764.6K+$60.6K2026-10-23
Greenspring Advisors, LLC
NEW7,288—+7,288——$764.6K—2026-11-05
RMR Wealth Builders
DECREASED7,2867,403-117-2%$712.5K$764.3K+$51.7K2026-10-22
Mitchell Sinkler & Starr
UNCHANGED7,2697,26900%$699.6K$762.5K+$62.9K2026-10-13
Carl P. Sherr & Co., LLC
UNCHANGED7,2677,26700%$699.4K$762.3K+$62.9K2026-11-06
Iams Wealth Management, LLC
INCREASED7,2507,018+232+3%$675.6K$760.7K+$85.2K2026-10-15
Silver OAK Securities, Incorporated
DECREASED7,2459,555-2,310-24%$919.6K$845.8K-$73.8K2026-11-09
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED7,20412,304-5,100-41%$1.2M$755.7K-$436.0K2026-10-21
Hunter Associates Investment Management LLC
DECREASED7,1828,588-1,406-16%$827.0K$750.0K-$77.0K2026-10-26
Shulman DeMeo Asset Management LLC
DECREASED7,1769,255-2,079-22%$890.8K$743.5K-$147.2K2026-10-09
Pflug Koory, LLC
UNCHANGED7,1717,17100%$690.2K$752.2K+$62.0K2026-10-26
Machina Capital S.A.S.
NEW7,167—+7,167——$751.8K—2026-11-05
ARQ Wealth Advisors, LLC
DECREASED7,14510,470-3,325-32%$1.0M$749.5K-$254.2K2026-10-29
Catalyst Financial Partners LLC
DECREASED7,1077,390-283-4%$711.3K$745.5K+$34.2K2026-11-06
Abacus Planning Group, Inc.
DECREASED7,1057,118-130%$685.1K$745.3K+$60.3K2026-11-02
Sippican Capital Advisors
DECREASED7,0957,096-10%$683.0K$744.3K+$61.3K2026-10-23
Oakworth Capital, Inc.
DECREASED7,0837,287-204-3%$698.9K$743.0K+$44.1K2026-10-26
Annis Gardner Whiting Capital Advisors, LLC
DECREASED7,0507,191-141-2%$695.7K$739.5K+$43.9K2026-11-09
LVW Advisors, LLC
DECREASED7,0277,393-366-5%$711.5K$737.1K+$25.6K2026-10-19
Gradient Investments LLC
INCREASED7,0136,882+131+2%$662.4K$735.6K+$73.2K2026-10-08
First Affirmative Financial Network
NEW6,950—+6,950——$729.0K—2026-10-21
Neumann Capital Management, LLC
DECREASED6,9446,964-200%$670.3K$728.4K+$58.1K2026-10-15
Diversified Enterprises, LLC
INCREASED6,9236,109+814+13%$588.0K$726.3K+$138.3K2026-10-19
Keystone Wealth Services, LLC
INCREASED6,9096,907+2+0%$664.8K$728.3K+$63.4K2026-11-03
Caldwell Sutter Capital, Inc.
INCREASED6,8746,747+127+2%$649.4K$721.1K+$71.7K2026-11-09
Traphagen Investment Advisors LLC
INCREASED6,8726,836+36+1%$658.0K$720.8K+$62.8K2026-10-14
Princeton Capital Management LLC
DECREASED6,8248,497-1,673-20%$817.8K$715.8K-$102.0K2026-10-27
Univest Financial Corp
INCREASED6,8206,240+580+9%$600.6K$715.5K+$114.9K2026-11-05
Reik & Co., LLC
UNCHANGED6,8206,82000%$656.4K$715.4K+$59.0K2026-10-27
1620 Investment Advisors, Inc.
INCREASED6,8086,711+97+1%$645.9K$714.2K+$68.2K2026-11-04
Marks Group Wealth Management, Inc
DECREASED6,7928,169-1,377-17%$786.3K$712.5K-$73.8K2026-11-05
Oder Investment Management, LLC
DECREASED6,7657,847-1,082-14%$755.3K$709.7K-$45.6K2026-11-09
Aljian Capital Management, LLC
DECREASED6,7617,364-603-8%$708.8K$709.2K+$4552026-10-28
Kondo Wealth Advisors, Inc.
INCREASED6,7546,748+6+0%$649.6K$708.6K+$59.0K2026-10-19
Cravens & Co Advisors, LLC
INCREASED6,7336,078+655+11%$585.0K$706.3K+$121.3K2026-10-16
BridgePort Financial Solutions, LLC
DECREASED6,7327,012-280-4%$674.9K$706.1K+$31.2K2026-11-02
Pine Haven Investment Counsel, Inc
UNCHANGED6,6646,66400%$641.4K$699.1K+$57.7K2026-11-02
Garrett Wealth Advisory Group, LLC
DECREASED6,6586,660-20%$641.0K$698.4K+$57.4K2026-10-22
CMH Wealth Management LLC
DECREASED6,65110,746-4,095-38%$1.0M$697.7K-$344.7K2026-10-22
Patrick M Sweeney & Associates, Inc
DECREASED6,6306,909-279-4%$665.0K$695.5K+$30.5K2026-10-22
Barlow Wealth Partners, LLC
INCREASED6,6086,407+201+3%$619.6K$687.4K+$67.9K2026-10-15
Chatham Capital Group, Inc.
UNCHANGED6,5966,59600%$634.9K$691.9K+$57.1K2026-10-16
Parkside Financial Bank & Trust
DECREASED6,5947,069-475-7%$680.4K$691.7K+$11.3K2026-10-27
LexAurum Advisors, LLC
DECREASED6,5747,984-1,410-18%$768.4K$689.6K-$78.8K2026-10-19
McAdam, LLC
INCREASED6,5716,233+338+5%$599.9K$689.3K+$89.4K2026-10-21
Form Wealth Advisors, LLC
DECREASED6,5616,703-142-2%$645.1K$688.2K+$43.1K2026-10-13
ZWJ Investment Counsel Inc
INCREASED6,5216,093+428+7%$586.5K$684.0K+$97.6K2026-10-15
Richards, Merrill & Peterson, Inc.
INCREASED6,5026,411+91+1%$617.1K$682.1K+$65.0K2026-10-19
Sitrin Capital Management LLC
UNCHANGED6,5006,50000%$630.5K$681.9K+$51.4K2026-10-19
Old Port Advisors
INCREASED6,4976,379+118+2%$614.0K$681.6K+$67.6K2026-10-23
Romano Brothers and Company
DECREASED6,4876,710-223-3%$645.9K$680.5K+$34.7K2026-10-22
MCF Advisors LLC
DECREASED6,4856,711-226-3%$650.4K$680.3K+$29.9K2026-10-28
4Wealth Advisors, Inc.
INCREASED6,4842,704+3,780+140%$266.7K$683.5K+$416.9K2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED6,4817,262-781-11%$699.0K$679.9K-$19.1K2026-10-16
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED6,4716,777-306-5%$652.3K$678.8K+$26.5K2026-10-16
Tower Trust & Investment Co
INCREASED6,4356,331+104+2%$609.3K$675.0K+$65.7K2026-10-28
Alliance Wealth Advisors, LLC
DECREASED6,4347,939-1,505-19%$764.2K$675.0K-$89.2K2026-10-28
Triad Wealth Partners, LLC
INCREASED6,4345,568+866+16%$546.4K$674.9K+$128.4K2026-10-26
Lakeshore Capital Group, Inc.
INCREASED6,3945,892+502+9%$567.1K$670.8K+$103.7K2026-10-20
Thoroughbred Financial Services, LLC
INCREASED6,3586,348+10+0%$611.0K$666.0K+$55.0K2026-11-09
PFC Capital Group, Inc.
DECREASED6,2546,617-363-5%$636.0K$656.0K+$20.0K2026-11-06
Central Bank & Trust Co
DECREASED6,25212,244-5,992-49%$1.2M$655.8K-$522.7K2026-10-09
denkapparat Operations GmbH
UNCHANGED6,2526,25200%$601.8K$655.8K+$54.1K2026-11-09
White Pine Capital LLC
DECREASED6,2226,300-78-1%$606.3K$652.6K+$46.3K2026-11-09
Earned Wealth Advisors, LLC
INCREASED6,2086,086+122+2%$585.8K$651.2K+$65.4K2026-11-06
Cumberland Advisors Inc
DECREASED6,1507,850-1,700-22%$755.6K$645.1K-$110.4K2026-10-30
Simon Quick Advisors, LLC
INCREASED6,1416,006+135+2%$578.1K$644.2K+$66.1K2026-10-26
Harbor Investment Advisory, LLC
INCREASED6,1092,173+3,936+181%$209.2K$640.8K+$431.7K2026-10-13
Bank Pictet & Cie (Europe) AG
UNCHANGED6,1006,10000%$587.1K$639.9K+$52.8K2026-10-20
BankPlus Wealth Management LLC
INCREASED6,0906,088+2+0%$586.0K$638.8K+$52.9K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED6,0785,863+215+4%$564.3K$637.6K+$73.3K2026-10-19
Cannon Capital Management, Inc.
INCREASED6,0625,966+96+2%$574.2K$635.9K+$61.7K2026-11-03
Revolve Wealth Partners, LLC
INCREASED6,0484,831+1,217+25%$465.0K$634.5K+$169.4K2026-10-23
PFG Advisors
INCREASED6,0465,954+92+2%$573.1K$634.2K+$61.2K2026-10-16
Pinnacle Bancorp, Inc.
INCREASED6,0345,901+133+2%$568.0K$633.0K+$65.0K2026-10-21
SBK Financial, Inc.
DECREASED6,0007,857-1,857-24%$756.2K$629.4K-$126.8K2026-11-02
Breakwater Capital Group
DECREASED5,9687,293-1,325-18%$701.9K$626.1K-$75.9K2026-10-09
Partners Wealth Management, LLC
INCREASED5,9262,181+3,745+172%$209.9K$621.7K+$411.8K2026-10-28
Versant Capital Management, Inc
DECREASED5,9216,737-816-12%$648.4K$621.1K-$27.3K2026-10-02
Mainsail Asset Management, LLC
INCREASED5,9173,498+2,419+69%$341.6K$615.6K+$273.9K2026-10-14
Chemistry Wealth Management LLC
DECREASED5,9106,688-778-12%$643.7K$620.0K-$23.7K2026-10-16
1900 Wealth Management LLC
INCREASED5,9093,547+2,362+67%$341.4K$619.8K+$278.5K2026-10-13
Prentice Wealth Management LLC
DECREASED5,9026,413-511-8%$617.3K$619.1K+$1.9K2026-10-20
Cypress Wealth Services, LLC
INCREASED5,8925,626+266+5%$541.5K$613.0K+$71.5K2026-10-21
Weaver Consulting Group
DECREASED5,8845,984-100-2%$575.9K$617.2K+$41.3K2026-10-07
Ipswich Investment Management Co., Inc.
DECREASED5,8826,182-300-5%$595.0K$617.0K+$22.0K2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED5,8785,937-59-1%$571.5K$616.6K+$45.1K2026-10-27
Spectrum Wealth Advisory Group, LLC
DECREASED5,8755,902-270%$568.0K$616.3K+$48.2K2026-10-29
Vista Investment Partners II, LLC
DECREASED5,8535,882-290%$566.2K$614.0K+$47.8K2026-10-15
Presilium Private Wealth, LLC
INCREASED5,8475,443+404+7%$523.9K$613.3K+$89.4K2026-10-26
Strategic Blueprint, LLC
DECREASED5,8419,944-4,103-41%$957.1K$612.8K-$344.3K2026-10-22
Intesa Sanpaolo Wealth Management
INCREASED5,8355,735+100+2%$552.0K$612.1K+$60.1K2026-10-28
Signature Estate & Investment Advisors LLC
DECREASED5,8346,694-860-13%$644.7K$612.0K-$32.8K2026-10-13
Howland Capital Management LLC
INCREASED5,8154,965+850+17%$481.6K$610.0K+$128.4K2026-10-22
Pacific Center for Financial Services
DECREASED5,8125,991-179-3%$576.6K$609.7K+$33.0K2026-10-15
Berman McAleer LLC
DECREASED5,7915,840-49-1%$562.1K$607.5K+$45.4K2026-10-16
Trillium Asset Management, LLC
INCREASED5,7865,750+36+1%$553.4K$607.0K+$53.5K2026-11-09
Financial Perspectives, Inc
INCREASED5,7805,779+1+0%$556.2K$606.4K+$50.1K2026-11-03
Csenge Advisory Group
DECREASED5,7526,845-1,093-16%$658.8K$603.4K-$55.4K2026-11-04
First Pacific Financial
UNCHANGED5,7335,73300%$551.8K$601.4K+$49.6K2026-10-14
Godsey & Gibb, Inc
DECREASED5,7015,709-80%$549.5K$598.0K+$48.5K2026-10-14
Connecticut Wealth Management, LLC
DECREASED5,6865,765-79-1%$554.9K$596.5K+$41.6K2026-10-13
Donaldson Capital Management, LLC
DECREASED5,6805,714-34-1%$550.0K$595.8K+$45.8K2026-11-09
Opal Wealth Advisors, LLC
DECREASED5,6756,077-402-7%$585.0K$595.3K+$10.3K2026-10-16
Peddock Capital Advisors, LLC
UNCHANGED5,6595,65900%$544.6K$593.7K+$49.0K2026-10-16
Cromwell Holdings LLC
DECREASED5,6435,915-272-5%$573.8K$592.0K+$18.2K2026-10-28
Manchester Capital Management LLC
DECREASED5,6425,832-190-3%$561.4K$591.8K+$30.5K2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED5,6305,629+1+0%$423.1K$459.1K+$36.0K2026-11-04
Summit Global Investments
DECREASED5,6189,399-3,781-40%$905.0K$589.0K-$316.0K2026-10-28
DecisionMap Wealth Management, LLC
DECREASED5,6116,199-588-9%$596.6K$588.6K-$8.1K2026-10-29
180 Wealth Advisors, LLC
INCREASED5,5814,396+1,185+27%$423.1K$585.5K+$162.3K2026-11-03
Global Strategic Investment Solutions, LLC
INCREASED5,5775,560+17+0%$535.1K$585.0K+$49.9K2026-10-16
Retirement Planning Group, LLC
DECREASED5,5615,574-130%$536.5K$583.3K+$46.8K2026-10-19
Armstrong, Fleming & Moore, Inc
DECREASED5,5515,643-92-2%$543.1K$582.3K+$39.2K2026-10-28
MPS Loria Financial Planners, LLC
DECREASED5,5505,587-37-1%$537.9K$582.2K+$44.2K2026-10-14
Strive Financial Group,LLC
INCREASED5,5404,663+877+19%$448.8K$581.1K+$132.3K2026-11-09
Fell Capital Management
DECREASED5,5375,912-375-6%$569.0K$580.8K+$11.8K2026-10-09
Shade Tree Advisors LLC
NEW5,535—+5,535——$580.6K—2026-10-22
Orrstown Financial Services Inc
DECREASED5,5345,579-45-1%$537.0K$580.5K+$43.5K2026-10-14
Lantz Financial LLC
INCREASED5,5115,508+3+0%$530.2K$578.1K+$47.9K2026-10-15
New Covenant Trust Company, N.A.
DECREASED5,4955,625-130-2%$541.4K$576.4K+$35.0K2026-10-08
Golden State Wealth Management, LLC
DECREASED5,4905,691-201-4%$547.8K$576.0K+$28.2K2026-11-02
Cornerstone Advisory, LLC
INCREASED5,4235,403+20+0%$520.0K$568.9K+$48.8K2026-11-06
Delta Investment Management, LLC
INCREASED5,3915,386+5+0%$518.4K$565.5K+$47.1K2026-11-09
Income Insurance Ltd
UNCHANGED5,3915,39100%$518.9K$565.5K+$46.6K2026-10-21
Ellis Investment Partners, LLC
INCREASED5,3885,212+176+3%$501.7K$565.2K+$63.5K2026-10-21
Gilpin Wealth Management, LLC
DECREASED5,3865,487-101-2%$528.1K$565.0K+$36.9K2026-10-09
Riversedge Advisors, LLC
INCREASED5,3812,387+2,994+125%$229.8K$564.5K+$334.7K2026-10-09
Fulton Breakefield Broenniman LLC
INCREASED5,3645,117+247+5%$492.5K$562.7K+$70.2K2026-11-03
Benedict Financial Advisors Inc
DECREASED5,36010,057-4,697-47%$968.0K$562.2K-$405.8K2026-10-07
Smallwood Wealth Investment Management, LLC
INCREASED5,3565,309+47+1%$511.1K$561.9K+$50.9K2026-10-30
Encompass Wealth Advisors, LLC
INCREASED5,3442,632+2,712+103%$253.4K$560.6K+$307.2K2026-10-15
RKL Wealth Management LLC
INCREASED5,3435,302+41+1%$510.3K$560.5K+$50.2K2026-10-16
Nadler Financial Group, Inc.
INCREASED5,3295,010+319+6%$482.3K$559.1K+$76.8K2026-10-23
Ridgecrest Wealth Partners, LLC
INCREASED5,3145,050+264+5%$486.1K$557.5K+$71.4K2026-10-19
Midland Wealth Advisors, LLC
DECREASED5,3026,322-1,020-16%$608.5K$556.2K-$52.3K2026-10-26
Opinicus Capital, Inc.
DECREASED5,2915,342-51-1%$514.1K$555.0K+$40.9K2026-10-28
Barton Investment Management
UNCHANGED5,2895,28900%$509.1K$554.8K+$45.8K2026-10-27
Cornell Pochily Investment Advisors, Inc.
DECREASED5,2885,400-112-2%$519.8K$554.7K+$34.9K2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED5,2355,205+30+1%$504.9K$549.2K+$44.3K2026-10-30
Annex Advisory Services, LLC
INCREASED5,2233,595+1,628+45%$346.0K$547.9K+$201.9K2026-10-16
Archford Capital Strategies, LLC
INCREASED5,2054,570+635+14%$439.9K$546.0K+$106.1K2026-10-19
Westside Investment Management, Inc.
DECREASED5,2015,250-49-1%$505.3K$544.2K+$38.8K2026-11-02
Nabity-Jensen Investment Management Inc
UNCHANGED5,1945,19400%$499.9K$544.9K+$44.9K2026-10-23
Lawood & Co
DECREASED5,1915,534-343-6%$532.6K$544.5K+$11.9K2026-10-09
Zullo Investment Group, Inc.
DECREASED5,1835,429-246-5%$522.6K$543.7K+$21.1K2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED5,1794,846+333+7%$466.4K$543.3K+$76.9K2026-10-27
Connecticut Capital Management Group, LLC
INCREASED5,1715,167+4+0%$497.3K$542.4K+$45.1K2026-10-29
Acadian Asset Management LLC
DECREASED5,165580,397-575,232-99%$55.9M$541.0K-$55.3M2026-11-09
Arista Wealth Management, LLC
INCREASED5,1635,096+67+1%$490.4K$541.6K+$51.2K2026-10-29
Mine & Arao Wealth Creation & Management, Llc.
DECREASED5,1535,272-119-2%$507.4K$540.5K+$33.1K2026-10-29
TigerOak Management, L.L.C.
INCREASED5,1524,988+164+3%$480.1K$540.4K+$60.4K2026-10-23
Charles Schwab Trust Co
NEW5,136—+5,136——$538.8K—2026-10-15
American State Bank (Iowa)
INCREASED5,1104,112+998+24%$395.8K$536.0K+$140.3K2026-11-03
Aire Advisors, LLC
DECREASED5,1055,223-118-2%$502.7K$535.5K+$32.8K2026-10-22
Zevenbergen Capital Investments LLC
DECREASED5,0885,423-335-6%$522.0K$533.7K+$11.8K2026-10-08
Correct Capital Wealth Management
DECREASED5,0685,126-58-1%$493.3K$531.6K+$38.3K2026-11-02
First Command Advisory Services, Inc.
INCREASED5,0673,808+1,259+33%$366.5K$531.5K+$165.0K2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED5,0635,06300%$487.3K$531.1K+$43.8K2026-10-23
Greykasell Wealth Strategies, Inc.
INCREASED5,0535,050+3+0%$486.0K$530.1K+$44.1K2026-11-09
Swiss RE LTD
INCREASED5,0483,071+1,977+64%$295.6K$529.5K+$234.0K2026-11-06
Silverlake Wealth Management LLC
DECREASED5,0335,687-654-11%$547.3K$528.0K-$19.3K2026-10-21
Millennium Capital Advisors, LLC
DECREASED5,0335,377-344-6%$517.6K$528.0K+$10.4K2026-10-16
Allegheny Financial Group
INCREASED5,0204,843+177+4%$466.2K$526.6K+$60.4K2026-11-05
Gables Capital Management Inc.
DECREASED5,0115,181-170-3%$498.7K$525.7K+$27.0K2026-11-04
Landaas & Co
DECREASED5,0075,801-794-14%$558.4K$525.3K-$33.1K2026-10-29
Allegiance Financial Group Advisory Services LLC
NEW4,983—+4,983——$522.7K—2026-11-02
Triumph Capital Management
DECREASED4,9665,669-703-12%$545.6K$520.9K-$24.7K2026-10-14
Riggs Asset Managment Co. Inc.
UNCHANGED4,9604,96000%$477.4K$520.3K+$42.9K2026-11-05
Secure Asset Management, LLC
DECREASED4,9545,448-494-9%$524.3K$519.7K-$4.6K2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED4,9447,176-2,232-31%$690.7K$518.6K-$172.1K2026-11-02
IFG Advisory, LLC
INCREASED4,9304,783+147+3%$460.4K$517.2K+$56.8K2026-11-09
Argentarii, LLC
DECREASED4,9305,006-76-2%$518.2K$517.1K-$1.1K2026-10-28
TT Capital Management LLC
DECREASED4,9305,006-76-2%$481.8K$517.1K+$35.3K2026-10-15
First Heartland Consultants, Inc.
INCREASED4,9254,894+31+1%$471.1K$516.7K+$45.6K2026-10-08
IFG Advisors, LLC
INCREASED4,9224,921+1+0%$473.6K$516.3K+$42.7K2026-10-15
River Wealth Advisors LLC
DECREASED4,9195,321-402-8%$512.1K$516.0K+$3.9K2026-11-09
Werba Rubin Papier Wealth Management
DECREASED4,9155,036-121-2%$484.7K$515.6K+$30.9K2026-11-06
NBH Bank
INCREASED4,9064,756+150+3%$457.8K$514.6K+$56.9K2026-11-05
Morton Capital Management LLC
DECREASED4,9024,994-92-2%$480.7K$514.2K+$33.6K2026-10-23
DeDora Capital, Inc.
DECREASED4,8985,023-125-2%$483.5K$513.8K+$30.3K2026-10-26
Ashurst Perkins Coie Trust Co
DECREASED4,88522,581-17,696-78%$2.2M$512.4K-$1.7M2026-10-15
Sovran Advisors, LLC
INCREASED4,8574,738+119+3%$468.5K$538.7K+$70.2K2026-11-02
Norway Savings Bank
DECREASED4,8565,101-245-5%$491.0K$509.4K+$18.4K2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED4,8006,192-1,392-22%$596.0K$503.5K-$92.5K2026-11-04
Meritas Wealth Management, LLC
DECREASED4,8005,060-260-5%$487.0K$503.5K+$16.5K2026-10-14
Asahi Life Asset Management Co., Ltd.
DECREASED4,7977,546-2,749-36%$726.3K$503.2K-$223.1K2026-11-06
Global Financial Private Client, LLC
DECREASED4,7654,816-51-1%$463.5K$499.8K+$36.3K2026-10-15
Valley National Advisers Inc
DECREASED4,76023,227-18,467-80%$2.2M$499.3K-$1.7M2026-10-23
Southland Equity Partners LLC
DECREASED4,7604,849-89-2%$466.8K$499.3K+$32.5K2026-10-14
West Paces Advisors Inc.
DECREASED4,7524,760-80%$458.2K$498.5K+$40.3K2026-10-13
GW Henssler & Associates LTD
DECREASED4,7394,887-148-3%$470.4K$497.1K+$26.7K2026-10-26
Formidable Asset Management, LLC
DECREASED4,7384,964-226-5%$478.4K$456.0K-$22.4K2026-11-03
Parisi Gray Wealth Management
DECREASED4,7354,781-46-1%$460.2K$496.7K+$36.4K2026-10-16
Maia Wealth LLC
DECREASED4,7247,629-2,905-38%$734.3K$495.5K-$238.8K2026-10-19
LJI Wealth Management, LLC
DECREASED4,7206,184-1,464-24%$595.2K$495.1K-$100.1K2026-10-28
Raleigh Capital Management Inc.
DECREASED4,7124,738-26-1%$456.1K$494.3K+$38.3K2026-10-28
Balefire, LLC
DECREASED4,7044,792-88-2%$461.2K$493.4K+$32.2K2026-10-09
Falcon Wealth Planning
INCREASED4,6833,793+890+23%$365.1K$491.3K+$126.2K2026-11-06
Great Diamond Partners, LLC
DECREASED4,6824,684-20%$450.9K$491.2K+$40.3K2026-10-13
Fiduciary Financial Group, LLC
DECREASED4,6794,755-76-2%$457.7K$490.8K+$33.2K2026-10-13
Narwhal Capital Management
DECREASED4,6766,211-1,535-25%$597.8K$490.6K-$107.3K2026-11-04
Apollon Financial, LLC
DECREASED4,6725,341-669-13%$514.1K$490.1K-$24.0K2026-10-23
First Community Trust NA
UNCHANGED4,6714,67100%$449.6K$490.0K+$40.4K2026-10-07
Cerro Pacific Wealth Advisors LLC
DECREASED4,6264,712-86-2%$453.6K$485.3K+$31.7K2026-10-22
Trilogy Capital Inc.
INCREASED4,6243,179+1,445+45%$306.0K$485.0K+$179.1K2026-10-20
BLB&B Advisors, LLC
INCREASED4,6174,343+274+6%$418.0K$484.3K+$66.3K2026-10-27
Jm2 Capital Inc.
DECREASED4,6074,939-332-7%$475.4K$483.3K+$7.9K2026-10-14
Harvey Investment Co LLC
UNCHANGED4,6064,60600%$443.0K$483.0K+$40.0K2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED4,5886,070-1,482-24%$584.3K$481.3K-$103.0K2026-11-04
Jacksonville Wealth Management, LLC
INCREASED4,5874,581+6+0%$440.9K$481.2K+$40.3K2026-10-30
High Net Worth Advisory Group LLC
INCREASED4,5864,585+1+0%$441.4K$481.1K+$39.7K2026-10-26
Capstone Wealth Management, LLC
NEW4,575—+4,575——$479.9K—2026-11-02
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED4,5715,251-680-13%$505.4K$479.5K-$25.9K2026-11-03
SJS Investment Consulting Inc.
INCREASED4,5642,793+1,771+63%$268.8K$478.7K+$209.9K2026-10-26
Amplius Wealth Advisors, LLC
INCREASED4,5604,065+495+12%$391.3K$478.4K+$87.1K2026-10-20
Moisand Fitzgerald Tamayo, LLC
DECREASED4,5584,831-273-6%$465.0K$478.1K+$13.1K2026-10-15
First United Bank & Trust
DECREASED4,5484,711-163-3%$453.4K$477.1K+$23.7K2026-10-22
Brown, Lisle Ings, Inc.
INCREASED4,5464,418+128+3%$425.3K$476.9K+$51.6K2026-10-16
Signal Advisors Wealth, LLC
DECREASED4,5425,050-508-10%$486.1K$476.4K-$9.7K2026-10-13
First Bancorp, Inc
DECREASED4,5404,800-260-5%$462.0K$476.2K+$14.2K2026-10-26
Marino, Stram & Associates LLC
INCREASED4,5394,536+3+0%$436.5K$476.2K+$39.6K2026-10-22
Sendero Wealth Management, LLC
INCREASED4,5114,498+13+0%$432.9K$473.2K+$40.3K2026-10-14
Pacific Sage Partners, LLC
INCREASED4,4974,477+20+0%$430.9K$471.7K+$40.8K2026-10-21
BCS Private Wealth Management, Inc.
INCREASED4,4783,100+1,378+44%$300.7K$469.7K+$169.0K2026-11-09
Stone Summit Wealth LLC
DECREASED4,4706,485-2,015-31%$624.2K$468.9K-$155.3K2026-10-14
Deseret Mutual Benefit Administrators
INCREASED4,4684,388+80+2%$422.3K$468.7K+$46.3K2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED4,4504,656-206-4%$448.2K$466.8K+$18.7K2026-10-19
Cheviot Value Management, LLC
INCREASED4,4414,092+349+9%$393.8K$465.8K+$72.0K2026-11-09
Summit Wealth Group LLC / Co
INCREASED4,4304,052+378+9%$390.0K$464.7K+$74.7K2026-10-29
Aull & Monroe Investment Management Corp
UNCHANGED4,4254,42500%$425.9K$464.2K+$38.3K2026-10-16
National Wealth Management Group, LLC
DECREASED4,4074,494-87-2%$432.5K$462.3K+$29.7K2026-10-26
MSH Capital Advisors LLC
DECREASED4,4004,588-188-4%$441.6K$461.5K+$19.9K2026-11-03
Manchester Financial Inc
UNCHANGED4,3974,39700%$423.2K$461.2K+$38.0K2026-10-15
RFG - Bristol Wealth Advisors, LLC
DECREASED4,3954,565-170-4%$439.4K$461.0K+$21.6K2026-10-09
Hall Capital Management Co Inc
DECREASED4,3944,553-159-3%$438.2K$460.9K+$22.7K2026-11-09
Clarity Wealth Advisors, LLC
DECREASED4,3564,693-337-7%$451.7K$456.9K+$5.2K2026-10-21
Altus Wealth Group LLC
DECREASED4,3564,645-289-6%$447.1K$457.0K+$9.9K2026-10-20
Drive Wealth Management, LLC
INCREASED4,3533,641+712+20%$353.2K$456.6K+$103.4K2026-11-09
Yoffe Investment Management, LLC
UNCHANGED4,3474,34700%$418.4K$456.0K+$37.6K2026-11-02
Camden National Bank
DECREASED4,3454,476-131-3%$430.8K$455.8K+$25.0K2026-11-02
Northwest Wealth Management, LLC
INCREASED4,3442,269+2,075+91%$218.4K$455.7K+$237.3K2026-10-30
Childress Capital Advisors, LLC
INCREASED4,3384,047+291+7%$389.5K$455.0K+$65.5K2026-10-28
Physician Wealth Advisors, Inc.
DECREASED4,3214,338-170%$417.6K$453.3K+$35.8K2026-10-20
Warren Street Wealth Advisors, LLC
NEW4,294—+4,294——$450.5K—2026-11-04
Orca Investment Management, LLC
DECREASED4,2934,370-77-2%$420.6K$450.3K+$29.7K2026-10-29
AdvisorNet Financial, Inc
DECREASED4,2885,293-1,005-19%$509.5K$467.3K-$42.2K2026-10-15
Kelleher Financial Advisors
DECREASED4,2787,616-3,338-44%$733.0K$448.8K-$284.2K2026-10-30
State of Wyoming
NEW4,268—+4,268——$447.7K—2026-10-28
Pines Wealth Management, LLC
DECREASED4,2654,424-159-4%$425.8K$447.4K+$21.6K2026-10-21
Bison Wealth, LLC
INCREASED4,2343,973+261+7%$387.1K$459.3K+$72.3K2026-10-13
Baldwin Wealth Partners LLC
DECREASED4,2324,375-143-3%$421.1K$443.9K+$22.8K2026-10-13
Trust Co of Oklahoma
DECREASED4,2274,328-101-2%$416.6K$443.4K+$26.8K2026-10-15
Check Capital Management Inc
DECREASED4,212900,348-896,136-100%$86.7M$441.8K-$86.2M2026-11-05
Wealth Advisory Solutions, LLC
DECREASED4,2074,211-40%$405.3K$441.3K+$36.0K2026-10-20
Hobart Private Capital, LLC
DECREASED4,2064,235-29-1%$407.6K$441.2K+$33.6K2026-10-19
Bernardo Wealth Planning LLC
NEW4,200—+4,200——$440.5K—2026-10-23
Salomon & Ludwin, LLC
DECREASED4,1824,340-158-4%$415.4K$438.7K+$23.3K2026-10-29
Summit Securities Group LLC
INCREASED4,1802,500+1,680+67%$240.6K$438.5K+$197.9K2026-11-05
William Mack & Associates, Inc.
INCREASED4,1754,138+37+1%$398.3K$437.9K+$39.7K2026-10-27
Campbell Newman Asset Management Inc
UNCHANGED4,1614,16100%$400.5K$436.5K+$36.0K2026-10-22
Commonwealth Financial Services, LLC
INCREASED4,1494,036+113+3%$388.5K$435.3K+$46.8K2026-10-20
Mcdonald Partners LLC
DECREASED4,1444,383-239-5%$421.9K$434.7K+$12.8K2026-11-03
SmartHarvest Portfolios, LLC
DECREASED4,1355,607-1,472-26%$539.7K$433.8K-$105.9K2026-10-26
Carson Advisory Inc.
DECREASED4,1254,200-75-2%$404.2K$432.7K+$28.5K2026-11-06
Addison Advisors LLC
INCREASED4,1164,064+52+1%$391.2K$431.8K+$40.6K2026-11-06
Burton Enright Welch
INCREASED4,1084,089+19+0%$393.5K$431.0K+$37.4K2026-11-04
Oakmont Investment Advisors, Inc.
INCREASED4,1084,097+11+0%$394.5K$431.0K+$36.5K2026-10-21
TFR Capital, Llc.
DECREASED4,1044,139-35-1%$398.4K$430.5K+$32.1K2026-11-09
Intrua Financial, LLC
DECREASED4,0936,131-2,038-33%$590.2K$429.4K-$160.8K2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW4,087—+4,087——$414.2K—2026-10-15
Advocate Investing Services LLC
INCREASED4,0724,071+1+0%$391.8K$427.1K+$35.3K2026-10-26
TCI Wealth Advisors, Inc.
DECREASED4,0644,078-140%$392.5K$426.3K+$33.8K2026-10-30
Harold Davidson & Associates Inc.
DECREASED4,0624,145-83-2%$399.0K$426.2K+$27.2K2026-10-29
Essential Partners LLC
INCREASED4,061124+3,937+3175%$11.9K$426.0K+$414.1K2026-10-14
Lionshead Wealth Management, LLC
DECREASED4,0574,068-110%$394.7K$425.7K+$31.0K2026-10-21
Abel Hall, LLC
INCREASED4,0432,929+1,114+38%$281.9K$424.1K+$142.2K2026-10-19
SeaCrest Wealth Management, LLC
DECREASED4,0364,082-46-1%$392.9K$423.3K+$30.4K2026-10-21
Smith Chas P & Associates PA Cpas
INCREASED4,0273,611+416+12%$347.5K$445.3K+$97.8K2026-10-22
BIP Wealth, LLC
DECREASED4,0264,202-176-4%$404.4K$422.3K+$17.9K2026-10-22
Atwood & Palmer Inc
INCREASED4,0241,524+2,500+164%$146.7K$422.1K+$275.4K2026-10-08
Client 1ST Advisory Group, LLC
DECREASED4,0204,393-373-8%$422.8K$421.7K-$1.1K2026-10-19
Aufman Associates Inc
INCREASED4,0174,000+17+0%$385.0K$421.4K+$36.4K2026-11-04
Financial Management Network Inc
INCREASED4,0163,998+18+0%$390.5K$410.4K+$19.9K2026-10-09
T3 Companies, LLC
NEW4,000—+4,000——$419.6K—2026-10-22
Professional Advisory Services Inc
UNCHANGED4,0004,00000%$385$420.0K+$419.6K2026-10-08
Haven Private, LLC
INCREASED3,9993,799+200+5%$365.7K$419.5K+$53.8K2026-10-27
Foguth Wealth Management, Llc.
DECREASED3,9994,035-36-1%$389.0K$442.2K+$53.2K2026-10-19
Fiduciary Alliance LLC
DECREASED3,9984,965-967-19%$477.9K$419.4K-$58.5K2026-10-13
Clean Yield Group
UNCHANGED3,9973,99700%$384.7K$419.3K+$34.6K2026-10-28
L. Roy Papp & Associates, LLP
DECREASED3,9894,154-165-4%$399.8K$418.5K+$18.7K2026-10-21
Detalus Advisors, LLC
DECREASED3,9834,056-73-2%$390.4K$417.8K+$27.4K2026-10-15
Grantvest Financial Group LLC
DECREASED3,9694,048-79-2%$389.6K$416.3K+$26.8K2026-10-21
AM Investment Strategies LLC
DECREASED3,9573,958-10%$381$415.0K+$414.6K2026-11-05
Financial Harvest, LLC
INCREASED3,9532,640+1,313+50%$254.1K$414.7K+$160.5K2026-10-15
Dorato Capital Management
INCREASED3,9533,951+2+0%$377.8K$414.1K+$36.3K2026-10-08
Argent Capital Management LLC
UNCHANGED3,9503,95000%$380.2K$414.4K+$34.2K2026-10-05
Balboa Wealth Partners
DECREASED3,9454,004-59-1%$385.4K$413.8K+$28.4K2026-10-20
LifeWealth Investments, LLC
DECREASED3,9324,293-361-8%$413.2K$412.5K-$6992026-10-21
Leisure Capital Management
DECREASED3,9313,944-130%$379.6K$412.4K+$32.8K2026-11-03
St. Clair Advisors, LLC
INCREASED3,9303,883+47+1%$373.7K$412.3K+$38.5K2026-10-13
Beacon Financial Group
INCREASED3,9283,539+389+11%$340.7K$412.0K+$71.3K2026-10-19
Arkfeld Wealth Strategies, L.L.C.
DECREASED3,9234,035-112-3%$393.0K$411.0K+$18.0K2026-10-19
Arcataur Capital Management LLC
UNCHANGED3,9183,91800%$377.1K$411.0K+$33.9K2026-10-21
CWS Financial Advisors, LLC
DECREASED3,9154,102-187-5%$394.8K$410.7K+$15.9K2026-10-16
Interchange Capital Partners, LLC
DECREASED3,9114,520-609-13%$435.1K$410.3K-$24.8K2026-10-28
Thayer Partners, LLC / MA
INCREASED3,9023,571+331+9%$343.7K$409.4K+$65.7K2026-11-06
Thrive Wealth Management, LLC
INCREASED3,9013,742+159+4%$360.1K$409.3K+$49.1K2026-10-13
Rahlfs Capital, LLC
UNCHANGED3,9003,90000%$375.4K$409.1K+$33.7K2026-10-23
Miller Global Investments, LLC
DECREASED3,8963,953-57-1%$380.5K$408.7K+$28.2K2026-10-02
Davis Investment Partners, LLC
UNCHANGED3,8903,89000%$374.4K$408.1K+$33.6K2026-11-05
Xcel Wealth Management, LLC
DECREASED3,8787,365-3,487-47%$708.9K$406.8K-$302.1K2026-10-26
iA Global Asset Management Inc.
NEW3,871—+3,871——$406.0K—2026-10-29
M.E. Allison & Co., Inc.
DECREASED3,8683,968-100-3%$381.9K$405.8K+$23.8K2026-10-09
Rose Capital Advisors LLC
NEW3,843—+3,843——$403.3K—2026-11-04
Shum Financial Group, Inc.
DECREASED3,8424,499-657-15%$433.0K$403.0K-$30.0K2026-10-13
Indiana Trust & Investment Management Co
DECREASED3,8314,212-381-9%$405.4K$401.9K-$3.5K2026-10-22
Sun Group Wealth Partners
DECREASED3,8224,252-430-10%$409.4K$401.0K-$8.4K2026-10-26
Kimelman & Baird, LLC
DECREASED3,8163,951-135-3%$380.3K$400.3K+$20.0K2026-11-03
Capital Advantage, Inc.
NEW3,813—+3,813——$400.0K—2026-10-14
Cairn Investment Group, Inc.
UNCHANGED3,8103,81000%$366.0K$400.0K+$34.0K2026-11-04
Orca Wealth Management, LLC
DECREASED3,7973,834-37-1%$369.0K$398.3K+$29.3K2026-10-14
Denver PWM, LLC
UNCHANGED3,7943,79400%$405.4K$398.0K-$7.4K2026-10-22
Clearwater Capital Advisors, LLC
INCREASED3,7843,733+51+1%$359.3K$396.9K+$37.6K2026-11-06
Hennion & Walsh Asset Management, Inc.
UNCHANGED3,7783,77800%$363.6K$396.3K+$32.7K2026-10-13
Quadcap Wealth Management, LLC
DECREASED3,7764,084-308-8%$393.1K$396.1K+$3.0K2026-11-02
Cape ANN Savings Bank
DECREASED3,7663,933-167-4%$378.6K$395.1K+$16.5K2026-11-09
Willow Creek Wealth Management Inc.
DECREASED3,7644,648-884-19%$447.5K$394.9K-$52.5K2026-10-26
55 North Private Wealth, LLC
DECREASED3,7514,316-565-13%$415.4K$393.5K-$21.9K2026-10-20
Asempa Wealth Advisors
INCREASED3,7443,741+3+0%$360.0K$379.4K+$19.4K2026-10-07
WealthCare Investment Partners, LLC
DECREASED3,7423,806-64-2%$366.3K$392.5K+$26.1K2026-11-05
Kelman-Lazarov, Inc.
INCREASED3,7393,261+478+15%$313.9K$392.2K+$78.4K2026-11-09
Sunpointe, LLC
DECREASED3,7384,141-403-10%$398.6K$392.1K-$6.5K2026-10-22
First Financial Corp
UNCHANGED3,7373,73700%$359.7K$392.0K+$32.3K2026-10-13
West Wealth Group, LLC
DECREASED3,7345,519-1,785-32%$531.3K$391.7K-$139.6K2026-10-14
Relyea Zuckerberg Hanson LLC
DECREASED3,7313,866-135-3%$372.1K$391.3K+$19.3K2026-10-20
RPG Investment Advisory, LLC
INCREASED3,7292,694+1,035+38%$259.3K$391.2K+$131.9K2026-10-21
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED3,7263,72600%$358.6K$390.9K+$32.2K2026-10-26
Center for Financial Planning, Inc.
INCREASED3,7003,679+21+1%$354.1K$388.1K+$34.0K2026-10-26
Fortis Capital Advisors, LLC
INCREASED3,6973,477+220+6%$334.7K$387.8K+$53.2K2026-11-09
McClarren Financial Advisors, Inc.
INCREASED3,6903,685+5+0%$354.6K$387.1K+$32.4K2026-10-15
Independence Wealth Advisors, LLC
DECREASED3,6713,685-140%$354.7K$385.1K+$30.4K2026-10-29
CFS Investment Advisory Services, LLC
INCREASED3,6603,611+49+1%$359.3K$380.8K+$21.5K2026-10-19
Asset One Wealth Management LLC
INCREASED3,6483,301+347+11%$320.7K$382.7K+$61.9K2026-11-02
Wealth Dimensions Group, Ltd.
DECREASED3,6343,640-60%$350.4K$381.2K+$30.8K2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED3,6233,571+52+1%$343.7K$380.1K+$36.4K2026-10-21
Waldron Private Wealth LLC
INCREASED3,6173,464+153+4%$333.4K$379.4K+$46.0K2026-11-02
Flynn Zito Capital Management, LLC
DECREASED3,6033,645-42-1%$350.8K$378.0K+$27.2K2026-11-04
Northland Securities, Inc.
UNCHANGED3,6033,60300%$346.8K$378.0K+$31.2K2026-11-02
Oxler Private Wealth LLC
DECREASED3,5853,816-231-6%$367.3K$376.0K+$8.7K2026-10-21
Kaufman Rossin Wealth, LLC
NEW3,583—+3,583——$375.9K—2026-10-19
Marietta Wealth Management, LLC
UNCHANGED3,5833,58300%$344.9K$390.5K+$45.6K2026-10-22
Sheets Smith Wealth Management
INCREASED3,5793,526+53+2%$339.3K$375.4K+$36.0K2026-10-16
Eagle Wealth Strategies LLC
INCREASED3,5633,520+43+1%$338.8K$373.8K+$35.0K2026-10-20
GK Wealth Management LLC
DECREASED3,5614,097-536-13%$394.3K$373.5K-$20.8K2026-10-09
Sterling Investment Advisors, Ltd.
UNCHANGED3,5483,54800%$341.5K$372.2K+$30.7K2026-10-27
MV Capital Management, Inc.
DECREASED3,5463,589-43-1%$345.4K$372.0K+$26.5K2026-10-29
Elevated Capital Advisors, LLC
DECREASED3,5454,119-574-14%$396.5K$371.9K-$24.6K2026-11-04
Barrett & Company, Inc.
INCREASED3,5403,521+19+1%$338.9K$371.4K+$32.5K2026-10-22
Kooman & Associates
INCREASED3,5343,521+13+0%$338.9K$370.8K+$31.8K2026-10-21
Hudock, Inc.
INCREASED3,5323,403+129+4%$327.6K$370.6K+$43.0K2026-10-14
Alpha Omega Wealth Management LLC
DECREASED3,5254,750-1,225-26%$457.2K$369.8K-$87.4K2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED3,5213,378+143+4%$325.1K$369.4K+$44.2K2026-10-13
Bernicke Wealth Management, Ltd.
DECREASED3,5203,886-366-9%$374.0K$369.2K-$4.8K2026-11-06
Miramontes Capital, LLC
DECREASED3,5194,088-569-14%$393.5K$369.1K-$24.4K2026-10-19
Investment House LLC
DECREASED3,5174,717-1,200-25%$454.0K$368.9K-$85.1K2026-10-21
Crumly & Associates Inc.
NEW3,512—+3,512——$368.4K—2026-10-07
Grace & White Inc
UNCHANGED3,5003,50000%$336.9K$367.2K+$30.3K2026-10-23
Arnhold LLC
DECREASED3,4844,005-521-13%$385.5K$365.5K-$20.0K2026-10-26
Tobam
NEW3,456—+3,456——$363.0K—2026-11-03
J. R. Prunier Capital Management LLC
UNCHANGED3,4533,45300%$332.3K$362.2K+$29.9K2026-11-09
Bond & Devick Financial Network, Inc.
INCREASED3,4433,442+1+0%$331.3K$361.2K+$29.9K2026-10-23
Inscription Capital, LLC
DECREASED3,4417,093-3,652-51%$682.7K$360.9K-$321.7K2026-11-02
Goldstein Advisors, LLC
DECREASED3,4384,546-1,108-24%$437.6K$360.6K-$76.9K2026-10-15
Francis Financial, Inc.
INCREASED3,4382,879+559+19%$277.1K$360.6K+$83.5K2026-11-09
Burford Brothers, Inc.
INCREASED3,4363,411+25+1%$328.3K$360.4K+$32.1K2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED3,4244,554-1,130-25%$441.8K$359.2K-$82.6K2026-10-28
Nfsg Corp
DECREASED3,3847,221-3,837-53%$695.1K$354.9K-$340.1K2026-10-15
Cohen Investment Advisors LLC
DECREASED3,37928,329-24,950-88%$2.7M$354.5K-$2.4M2026-10-20
Dillon & Associates Inc
DECREASED3,3773,397-20-1%$326.0K$355.0K+$29.0K2026-10-22
Investment Research Partners LLC
DECREASED3,3763,476-100-3%$334.6K$354.1K+$19.5K2026-10-19
True North Advisors, LLC
DECREASED3,3653,975-610-15%$382.6K$353.0K-$29.6K2026-10-22
TSG Advice Partners, LLC
NEW3,358—+3,358——$323.2K—2026-10-29
Gemmer Asset Management LLC
INCREASED3,3543,153+201+6%$303.4K$351.9K+$48.4K2026-10-16
Cpwa, LLC
INCREASED3,3473,138+209+7%$302.1K$363.1K+$61.1K2026-11-04
Mountain Hill Investment Partners Corp.
UNCHANGED3,3463,34600%$322.0K$351.0K+$29.0K2026-10-23
Rayburn West Financial Services LLC
INCREASED3,3452,606+739+28%$250.9K$350.9K+$100.0K2026-11-03
Birch Financial Group, LLC
INCREASED3,3393,330+9+0%$320.5K$350.3K+$29.8K2026-10-27
TCV Trust & Wealth Management, Inc.
DECREASED3,3303,409-79-2%$328.1K$349.3K+$21.2K2026-10-16
Signet Investment Advisory Group, Inc.
DECREASED3,3293,354-25-1%$322.8K$349.2K+$26.4K2026-10-30
SeaBridge Investment Advisors LLC
INCREASED3,3262,818+508+18%$271.2K$348.9K+$77.7K2026-11-02
Keudell ison Wealth Management
DECREASED3,3214,118-797-19%$396.4K$348.4K-$47.9K2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED3,3183,832-514-13%$368.8K$348.1K-$20.8K2026-11-03
Prentiss Smith & Co Inc
UNCHANGED3,3153,31500%$319.1K$347.7K+$28.7K2026-10-27
Generali Investments, Management Co LLC
DECREASED3,3145,387-2,073-38%$518.5K$347.6K-$170.9K2026-10-19
Silvia Mccoll Wealth Management, LLC
DECREASED3,3073,750-443-12%$360.9K$346.9K-$14.0K2026-10-07
Zions Bancorporation, National Association
INCREASED3,3033,228+75+2%$310.7K$346.5K+$35.8K2026-11-06
Central Valley Advisors, LLC
DECREASED3,2863,850-564-15%$370.5K$344.7K-$25.8K2026-10-27
Sigma Investment Counselors Inc
DECREASED3,2863,582-296-8%$344.8K$344.7K-$1582026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,2854,353-1,068-25%$419.0K$344.6K-$74.4K2026-10-14
Global Assets Advisory, LLC
INCREASED3,2762,745+531+19%$265.0K$337.2K+$72.2K2026-10-28
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED3,2733,211+62+2%$309.0K$343.3K+$34.3K2026-10-29
Lodestone Wealth Management LLC
DECREASED3,2723,480-208-6%$335.0K$343.3K+$8.3K2026-10-14
Exchange Bank
DECREASED3,2713,286-150%$316.3K$343.1K+$26.8K2026-10-07
Shepherd Financial Partners LLC
DECREASED3,2583,361-103-3%$323.5K$341.8K+$18.3K2026-11-03
Guyasuta Investment Advisors Inc
DECREASED3,2473,468-221-6%$333.8K$340.6K+$6.8K2026-10-15
Waterfront Wealth Inc.
DECREASED3,2413,489-248-7%$333.6K$360.7K+$27.1K2026-11-03
Orange Investment Advisors, Inc.
DECREASED3,2353,335-100-3%$321.0K$339.4K+$18.4K2026-10-23
United Community Bank
DECREASED3,2273,829-602-16%$368.5K$338.5K-$30.0K2026-10-28
Taylor Financial Group, Inc.
DECREASED3,2264,471-1,245-28%$430.3K$338.4K-$91.9K2026-11-02
Enterprise Financial Services Corp
DECREASED3,2253,471-246-7%$334.1K$338.3K+$4.2K2026-11-03
Whitener Capital Management, Inc.
DECREASED3,2243,392-168-5%$326.5K$338.2K+$11.7K2026-10-15
MBA Advisors LLC
DECREASED3,2203,868-648-17%$372.3K$337.8K-$34.5K2026-10-29
Kapitalo Investimentos Ltda
UNCHANGED3,2203,22000%$309.9K$337.8K+$27.9K2026-10-20
Peoples Bank
DECREASED3,2193,249-30-1%$312.7K$337.7K+$25.0K2026-10-09
J. Derek Lewis & Associates Inc.
DECREASED3,2103,251-41-1%$313.0K$336.6K+$23.6K2026-11-03
Traub Capital Management LLC
DECREASED3,2063,308-102-3%$318.4K$336.3K+$17.9K2026-11-09
Beverly Hills Private Wealth, LLC
DECREASED3,1974,056-859-21%$390.4K$335.4K-$55.1K2026-11-04
Ironwood Financial, llc
UNCHANGED3,1973,19700%$306.9K$335.4K+$28.5K2026-10-20
Vicus Capital
DECREASED3,1813,183-20%$306.3K$333.7K+$27.4K2026-11-05
Motco
INCREASED3,1793,117+62+2%$300.0K$333.5K+$33.5K2026-11-09
Oregon Pacific Wealth Management, LLC
DECREASED3,1723,560-388-11%$342.7K$332.7K-$9.9K2026-10-20
Wealth Architects, LLC
INCREASED3,1723,008+164+5%$289.6K$332.8K+$43.2K2026-11-03
LeConte Wealth Management, LLC
INCREASED3,1562,956+200+7%$284.5K$331.1K+$46.5K2026-10-20
Mystic Asset Management, Inc.
DECREASED3,1423,388-246-7%$326.1K$329.5K+$3.4K2026-10-15
Trueblood Wealth Management, LLC
DECREASED3,1213,623-502-14%$348.7K$327.4K-$21.3K2026-10-23
Foundation Wealth Management, LLC
DECREASED3,1094,970-1,861-37%$478.4K$326.1K-$152.3K2026-10-22
Phoenix Asset Management Partners Ltd
NEW3,100—+3,100——$325.2K—2026-11-09
Paradigm Asset Management Co LLC
UNCHANGED3,1003,10000%$298.4K$325.2K+$26.8K2026-11-05
Bowen Hanes & Co Inc
DECREASED3,0957,695-4,600-60%$741.6K$324.7K-$417.0K2026-11-09
Grey Ledge Advisors, LLC
DECREASED3,0933,188-95-3%$306.8K$324.5K+$17.7K2026-11-02
Howard Financial Services, Ltd.
INCREASED3,0912,091+1,000+48%$201.3K$324.2K+$122.9K2026-10-15
Seelaus Asset Management LLC
INCREASED3,0902,423+667+28%$233.2K$324.1K+$90.9K2026-10-14
Paragon Capital Management Ltd
DECREASED3,0773,218-141-4%$309.7K$322.7K+$13.0K2026-10-09
LaFleur & Godfrey LLC
UNCHANGED3,0703,07000%$295.5K$322.0K+$26.6K2026-10-27
Corecam AG
UNCHANGED3,0663,06600%$295.1K$321.6K+$26.5K2026-10-29
Trace Wealth Advisors, LLC
DECREASED3,0623,562-500-14%$342.8K$321.2K-$21.6K2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED3,0602,499+561+22%$240.5K$321.0K+$80.5K2026-11-02
Ledyard National Bank
DECREASED3,0454,633-1,588-34%$445.9K$319.4K-$126.5K2026-10-21
Strathmore Capital Advisors, Inc.
DECREASED3,0443,600-556-15%$346.1K$355.4K+$9.3K2026-11-09
Advisortrust Partners, LLC
NEW3,039—+3,039——$318.8K—2026-11-02
Twelve Points Wealth Management LLC
DECREASED3,0313,219-188-6%$309.8K$336.3K+$26.4K2026-11-03
Inspirion Wealth Advisors, LLC
DECREASED3,0273,270-243-7%$313.0K$317.6K+$4.6K2026-10-09
Westwood Wealth Management
UNCHANGED3,0253,02500%$291.2K$317.3K+$26.2K2026-10-29
Advisory Resource Group
INCREASED3,0152,510+505+20%$241.5K$316.2K+$74.7K2026-10-26
Ascentis Wealth Management, LLC
INCREASED3,0072,757+250+9%$265.4K$315.5K+$50.1K2026-11-03
Castle Rock Wealth Management, LLC
DECREASED3,0063,406-400-12%$326.0K$312.7K-$13.2K2026-10-09
FAI Advisors, Inc.
INCREASED2,9962,870+126+4%$276.2K$314.3K+$38.0K2026-10-27
Financial Freedom, LLC
INCREASED2,9902,986+4+0%$287.4K$313.6K+$26.2K2026-11-06
Security Financial Services, Inc.
DECREASED2,9853,073-88-3%$295.8K$313.1K+$17.4K2026-10-29
CMG Global Holdings, LLC
DECREASED2,9842,986-20%$287.4K$313.0K+$25.6K2026-10-14
Paragon Private Wealth Management, LLC
DECREASED2,9794,043-1,064-26%$389.2K$312.5K-$76.6K2026-10-20
Northern Financial Advisors Inc
DECREASED2,9672,987-20-1%$287.5K$311.2K+$23.7K2026-10-29
Crane Advisory, LLC
UNCHANGED2,9642,96400%$295.5K$307.1K+$11.6K2026-10-13
Sound Income Strategies, LLC
DECREASED2,9622,988-26-1%$287.6K$317.0K+$29.4K2026-10-09
Retirement Planning Co of New England, Inc.
DECREASED2,9613,149-188-6%$303.1K$310.6K+$7.5K2026-10-15
Arvest Investments, Inc.
DECREASED2,9562,962-60%$285.1K$310.1K+$25.0K2026-10-21
Sterling Wealth Management, Inc.
UNCHANGED2,9552,95500%$284.4K$310.0K+$25.6K2026-10-23
CPC Advisors, LLC
NEW2,946—+2,946——$309.0K—2026-10-21
Tiller Private Wealth, Inc.
DECREASED2,9433,557-614-17%$342.4K$308.8K-$33.6K2026-10-26
Marotta Asset Management
DECREASED2,9423,093-151-5%$296.0K$308.6K+$12.6K2026-10-02
Banque Pictet & CIE SA
DECREASED2,9403,605-665-18%$347.0K$308.4K-$38.6K2026-10-16
Fermata Advisors, LLC
INCREASED2,9372,109+828+39%$203.0K$308.1K+$105.1K2026-10-13
Friday Financial
INCREASED2,9302,661+269+10%$259.4K$296.9K+$37.4K2026-10-09
Somerset Trust Co
INCREASED2,9302,883+47+2%$277.5K$307.4K+$29.9K2026-10-13
Visionary Wealth Advisors
INCREASED2,9292,471+458+19%$237.8K$307.2K+$69.4K2026-11-04
Virtue Capital Management, LLC
DECREASED2,9213,705-784-21%$356.6K$306.4K-$50.2K2026-10-29
Morey & Quinn Wealth Partners, LLC
DECREASED2,9133,002-89-3%$288.9K$305.6K+$16.6K2026-10-28
Spinnaker Investment Group, LLC
DECREASED2,9113,054-143-5%$294.0K$305.4K+$11.4K2026-10-13
Weil Company, Inc.
INCREASED2,9002,863+37+1%$275.6K$304.2K+$28.6K2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED2,8921,028+1,864+181%$99.0K$303.4K+$204.5K2026-10-16
Liberty Capital Management, Inc.
UNCHANGED2,8902,89000%$278.2K$303.2K+$25.0K2026-11-02
TFC Financial Management, Inc.
DECREASED2,8892,891-20%$278.3K$303.1K+$24.8K2026-10-26
Ddfg, Inc
INCREASED2,8882,878+10+0%$277.0K$302.9K+$25.9K2026-10-15
Chesapeake Wealth Management
DECREASED2,8842,964-80-3%$285.3K$302.5K+$17.2K2026-11-09
Joseph P. Lucia & Associates, LLC
DECREASED2,8783,806-928-24%$369.0K$301.9K-$67.1K2026-10-30
Trust Co of the South
DECREASED2,8773,429-552-16%$330.0K$301.8K-$28.2K2026-10-21
Financial Security Advisor, Inc.
DECREASED2,8763,145-269-9%$305.1K$301.7K-$3.4K2026-11-03
Gradient Capital Advisors, LLC
DECREASED2,8712,964-93-3%$285.3K$301.2K+$15.9K2026-10-21
Tanager Wealth Management LLP
INCREASED2,8652,533+332+13%$244.6K$300.6K+$55.9K2026-10-19
Eagle Strategies LLC
DECREASED2,8612,939-78-3%$282.9K$300.1K+$17.2K2026-10-16
King Wealth Management Group
UNCHANGED2,8582,85800%$275.0K$300.0K+$25.0K2026-11-09
Perryman Financial Advisory Inc
DECREASED2,8543,032-178-6%$291.8K$299.4K+$7.6K2026-10-16
Ejmk Ventures LLC
DECREASED2,8523,030-178-6%$293.3K$299.2K+$5.9K2026-10-21
Revisor Wealth Management LLC
DECREASED2,8453,439-594-17%$332.6K$308.4K-$24.2K2026-10-20
Everest Financial Group LLC
INCREASED2,8392,670+169+6%$257.0K$297.8K+$40.8K2026-11-06
Stockman Wealth Management, Inc.
UNCHANGED2,8382,83800%$273.2K$297.7K+$24.5K2026-10-27
Kingsbury Capital Investment Advisors LLC
INCREASED2,8282,108+720+34%$202.9K$296.7K+$93.8K2026-10-20
Family Capital Management, Inc.
INCREASED2,8272,764+63+2%$266.1K$296.5K+$30.5K2026-11-03
Kestra Investment Management, LLC
INCREASED2,8172,110+707+34%$203.0K$295.5K+$92.4K2026-11-04
McLean Asset Management Corp
DECREASED2,8134,725-1,912-40%$454.5K$329.8K-$124.7K2026-11-06
Dagco, Inc.
DECREASED2,8032,886-83-3%$277.8K$294.0K+$16.2K2026-10-20
Compass Capital Management, Inc
NEW2,800—+2,800——$293.7K—2026-11-06
Centurion Wealth Management LLC
DECREASED2,7923,727-935-25%$358.7K$292.9K-$65.8K2026-10-13
Gerber, LLC
INCREASED2,7912,778+13+0%$267.4K$292.8K+$25.4K2026-10-21
New England Capital Financial Advisors LLC
INCREASED2,7742,765+9+0%$266.2K$291.0K+$24.8K2026-11-03
Commerce Advisors, LLC
DECREASED2,7693,266-497-15%$314.4K$290.5K-$23.9K2026-10-19
Convergence Investment Partners, LLC
NEW2,767—+2,767——$290.3K—2026-10-28
Advisory Solutions Group, LLC
INCREASED2,7652,753+12+0%$265.0K$290.0K+$25.0K2026-10-14
Rede Wealth, LLC
UNCHANGED2,7592,75900%$265.5K$289.4K+$23.9K2026-10-22
Progressive Investment Management Corp
UNCHANGED2,7572,75700%$265.4K$289.2K+$23.8K2026-10-26
ProVise Management Group, LLC
INCREASED2,7562,456+300+12%$236.4K$289.1K+$52.7K2026-11-06
Armstrong Advisory Group, Inc
DECREASED2,7473,043-296-10%$292.9K$288.2K-$4.7K2026-10-09
Summit Financial Strategies, Inc.
INCREASED2,7462,445+301+12%$235.3K$288.0K+$52.7K2026-10-14
Arwa LLC
NEW2,741—+2,741——$297.6K—2026-10-21
Eurizon SLJ Capital Ltd
DECREASED2,7292,860-131-5%$275.3K$286.3K+$11.0K2026-11-06
Stablepoint Partners, LLC
DECREASED2,7183,593-875-24%$345.8K$285.1K-$60.7K2026-11-03
Valley Brook Capital Group, Inc.
DECREASED2,7142,764-50-2%$266.0K$284.7K+$18.7K2026-10-26
Impact Capital Partners LLC
INCREASED2,7072,658+49+2%$255.8K$284.0K+$28.1K2026-10-22
Laraway Financial Advisors Inc
DECREASED2,6982,972-274-9%$286.1K$283.0K-$3.1K2026-11-09
JIM Saulnier & Associates, LLC
UNCHANGED2,6972,69700%$259.6K$282.9K+$23.3K2026-11-04
Greatmark Investment Partners, Inc.
INCREASED2,6952,495+200+8%$240.1K$282.7K+$42.6K2026-10-28
Tenet Wealth Partners, LLC
DECREASED2,6922,763-71-3%$267.0K$282.4K+$15.3K2026-10-19
Mindset Wealth Management, LLC
DECREASED2,6813,131-450-14%$301.4K$281.3K-$20.1K2026-10-19
Miller Financial Services LLC
DECREASED2,6812,801-120-4%$269.6K$281.3K+$11.6K2026-10-20
Elevation Wealth Partners, LLC
DECREASED2,6712,723-52-2%$262.1K$280.2K+$18.1K2026-10-07
Curat Global, LLC
DECREASED2,6704,584-1,914-42%$238.4K$280.1K+$41.6K2026-10-26
Beacon Financial Planning, Inc
DECREASED2,6692,841-172-6%$273.4K$280.0K+$6.6K2026-11-04
High Note Wealth, LLC
INCREASED2,6662,641+25+1%$254.2K$279.7K+$25.5K2026-10-27
Victory Financial Group, LLC
INCREASED2,6342,527+107+4%$243.3K$276.3K+$33.1K2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED2,6332,748-115-4%$264.5K$276.2K+$11.8K2026-10-14
Dixon Fnancial Services, Inc.
UNCHANGED2,6332,63300%$253.4K$276.2K+$22.8K2026-10-23
Aviso Wealth Management
INCREASED2,6232,535+88+3%$244.0K$275.2K+$31.2K2026-11-04
Bullock Wealth Management Group
INCREASED2,6202,618+2+0%$250.6K$265.5K+$14.9K2026-10-09
Accel Wealth Management
DECREASED2,6192,811-192-7%$270.5K$274.8K+$4.2K2026-10-13
Fortitude Advisory Group L.L.C.
DECREASED2,6192,775-156-6%$267.1K$274.7K+$7.6K2026-10-15
Tradewinds Capital Management, LLC
INCREASED2,6182,581+37+1%$248.4K$274.6K+$26.2K2026-10-23
Centerline Wealth Advisors, LLC
INCREASED2,6172,615+2+0%$251.7K$274.6K+$22.9K2026-10-15
Castleview Partners, LLC
DECREASED2,6152,731-116-4%$262.9K$274.3K+$11.5K2026-10-09
Symphony Financial, Ltd. Co.
NEW2,611—+2,611——$274.7K—2026-10-22
Bannerman Wealth Management Group, LLC
UNCHANGED2,6092,60900%$251.1K$273.6K+$22.6K2026-10-09
Dodds Wealth, LLC
DECREASED2,6022,667-65-2%$256.7K$273.0K+$16.3K2026-11-02
Crusonia Wealth Advisors LLC
NEW2,599—+2,599——$272.7K—2026-10-26
Stonekeep Investments, LLC
DECREASED2,5942,650-56-2%$255$272.1K+$271.9K2026-10-15
Keating Investment Counselors Inc
UNCHANGED2,5942,59400%$249.7K$272.2K+$22.4K2026-10-14
Seamount Financial Group Inc
DECREASED2,5922,752-160-6%$264.9K$271.9K+$7.0K2026-10-21
LifeSteps Financial, Inc.
DECREASED2,5922,750-158-6%$264.7K$271.9K+$7.2K2026-10-15
Peoples Financial Services Corp.
DECREASED2,5912,606-15-1%$250.8K$271.8K+$21.0K2026-10-20
PVG Asset Management Corp
DECREASED2,5683,657-1,089-30%$352.0K$269.4K-$82.6K2026-10-19
Brookmont Capital Management
INCREASED2,5682,376+192+8%$228.7K$269.3K+$40.6K2026-10-23
Coquina Private Wealth LLC
INCREASED2,5532,550+3+0%$245.5K$267.8K+$22.4K2026-10-27
Allen Capital Group, LLC
INCREASED2,5312,411+120+5%$232.1K$265.5K+$33.4K2026-10-27
TFB Advisors LLC
DECREASED2,5292,662-133-5%$256.2K$265.3K+$9.1K2026-11-02
Natural Investments, LLC
NEW2,525—+2,525——$264.9K—2026-11-06
Asset Planning,Inc
INCREASED2,5242,513+11+0%$241.8K$264.8K+$22.9K2026-10-26
Unique Wealth, LLC
DECREASED2,5182,526-80%$243.1K$264.1K+$21.0K2026-10-16
Holland Advisory Services, Inc.
INCREASED2,5172,494+23+1%$240.0K$264.1K+$24.0K2026-10-26
MTM Investment Management, LLC
DECREASED2,5162,777-261-9%$267.2K$264.0K-$3.3K2026-10-30
Lodestar Private Asset Management LLC
DECREASED2,5062,806-300-11%$270.1K$262.9K-$7.2K2026-10-26
CFM Wealth Partners LLC
DECREASED2,5022,736-234-9%$263.3K$262.4K-$9132026-11-05
Yelin Lapidot Holdings Management Ltd.
UNCHANGED2,5002,50000%$240.6K$262.3K+$21.6K2026-10-26
True Private Wealth Advisors
DECREASED2,4943,237-743-23%$311.5K$261.6K-$49.9K2026-10-19
Strategic Wealth Investment Group, LLC
DECREASED2,4882,837-349-12%$273.0K$260.9K-$12.1K2026-10-29
Marathon Capital Management
DECREASED2,4832,628-145-6%$252.9K$260.5K+$7.5K2026-10-23
Finer Wealth Management, Inc.
DECREASED2,4703,081-611-20%$296.5K$259.1K-$37.5K2026-10-16
Blue Bell Private Wealth Management, LLC
INCREASED2,4672,169+298+14%$208.8K$258.8K+$50.0K2026-10-29
Affinity Capital Advisors, LLC
INCREASED2,4622,448+14+1%$238.5K$266.0K+$27.6K2026-10-13
World Equity Group, Inc.
DECREASED2,4543,056-602-20%$294.1K$257.5K-$36.7K2026-10-14
Israel Discount Bank of New York
INCREASED2,4542,395+59+2%$230.5K$257.4K+$26.9K2026-10-14
Vista Capital Partners, Inc.
INCREASED2,4522,289+163+7%$220.4K$257.3K+$36.9K2026-11-06
O'Keefe Stevens Advisory, Inc.
UNCHANGED2,4492,44900%$235.7K$256.9K+$21.2K2026-10-09
Clear Point Advisors Inc.
INCREASED2,4432,392+51+2%$230.2K$256.2K+$26.0K2026-10-30
Almanack Investment Partners, Llc.
DECREASED2,4422,674-232-9%$257.4K$256.2K-$1.2K2026-11-03
Krane Financial Solutions LLC
DECREASED2,4383,418-980-29%$329.0K$255.7K-$73.2K2026-10-30
Palacios Wealth Management, LLC
DECREASED2,4362,586-150-6%$248.9K$255.5K+$6.6K2026-11-04
C2c Wealth Management, LLC
UNCHANGED2,4322,43200%$234.1K$255.1K+$21.0K2026-10-20
Wall Street Financial Group, Inc.
INCREASED2,4242,172+252+12%$209.1K$254.2K+$45.2K2026-11-09
Sloy Dahl & Holst, LLC
DECREASED2,4222,752-330-12%$264.9K$254.0K-$10.8K2026-10-14
Navigation Group, LLC
INCREASED2,4192,118+301+14%$203.9K$253.7K+$49.8K2026-10-28
Hill Island Financial LLC
INCREASED2,4172,377+40+2%$228.8K$253.5K+$24.8K2026-10-20
Destiny Wealth Partners, LLC
NEW2,414—+2,414——$273.0K—2026-11-05
SkyOak Wealth, LLC
INCREASED2,4142,406+8+0%$231.5K$253.3K+$21.7K2026-10-28
Legacy Solutions, LLC
NEW2,408—+2,408——$252.6K—2026-10-07
Crown Wealth Group, LLC
INCREASED2,4042,102+302+14%$202.3K$252.2K+$49.9K2026-10-19
Quantum Financial Advisors, LLC
INCREASED2,4032,335+68+3%$224.7K$252.1K+$27.3K2026-11-03
Meridian Investment Counsel Inc.
DECREASED2,4023,059-657-21%$294.4K$252.0K-$42.5K2026-10-14
Jacobsen Capital Management
INCREASED2,3992,388+11+0%$229.9K$251.7K+$21.8K2026-10-27
Argus Investors' Counsel, Inc.
UNCHANGED2,3952,39500%$230.5K$251.2K+$20.7K2026-10-09
Souders Financial Advisors
DECREASED2,3872,499-112-4%$240.5K$250.4K+$9.9K2026-11-03
Tandem Investment Partners LLC
UNCHANGED2,3862,38600%$229.7K$250.3K+$20.6K2026-10-16
Redwood Financial Network Corp
INCREASED2,3822,247+135+6%$216.3K$249.9K+$33.7K2026-11-03
Sage Investment Counsel LLC
DECREASED2,3812,681-300-11%$258.0K$249.8K-$8.3K2026-10-26
Hutchinson Capital Management
DECREASED2,3803,237-857-26%$311.6K$249.6K-$62.0K2026-11-09
Plan A Wealth LLC
DECREASED2,3802,455-75-3%$236.3K$249.7K+$13.5K2026-10-08
CLG LLC
DECREASED2,3772,464-87-4%$237.2K$249.3K+$12.2K2026-10-13
Latko Wealth Management, Ltd.
INCREASED2,3742,356+18+1%$226.7K$249.0K+$22.3K2026-11-09
Symmetry Partners, LLC
NEW2,371—+2,371——$248.7K—2026-10-27
Junk Investment Group, LLC
INCREASED2,3702,357+13+1%$226.8K$248.6K+$21.8K2026-10-19
Rosenberg Matthew Hamilton
DECREASED2,3692,460-91-4%$236.7K$248.5K+$11.8K2026-10-05
Chapman Financial Group, LLC
UNCHANGED2,3692,36900%$228.0K$248.5K+$20.5K2026-10-26
Invested Advisors
DECREASED2,3682,476-108-4%$238.3K$248.4K+$10.1K2026-10-23
Bfsg, LLC
DECREASED2,3672,429-62-3%$233.8K$248.3K+$14.5K2026-10-30
Ackerman Capital Advisors, LLC
UNCHANGED2,3582,35800%$227.0K$247.4K+$20.4K2026-10-30
Encompass More Asset Management
DECREASED2,3522,380-28-1%$229.2K$246.7K+$17.5K2026-10-16
Knuff & Co LLC
DECREASED2,3503,130-780-25%$301.3K$246.5K-$54.7K2026-11-06
R. W. Roge & Company, Inc.
DECREASED2,3422,344-20%$225.0K$246.0K+$21.0K2026-11-04
Shakespeare Wealth Management, LLC
NEW2,339—+2,339——$245.4K—2026-10-28
Sutton Place Investors LLC
INCREASED2,3362,297+39+2%$221.1K$245.0K+$23.9K2026-10-20
Legacy Edge Advisors, LLC
DECREASED2,3312,822-491-17%$271.6K$244.5K-$27.1K2026-11-06
Saxon Interests, Inc.
DECREASED2,3253,129-804-26%$301.2K$243.9K-$57.3K2026-10-26
Schmidt P J Investment Management Inc
DECREASED2,3212,878-557-19%$277.0K$243.5K-$33.5K2026-11-02
Abacus Wealth Partners, LLC
INCREASED2,3172,269+48+2%$218.4K$243.1K+$24.7K2026-11-03
Costello Asset Management, Inc
UNCHANGED2,3162,31600%$222.9K$242.9K+$20.0K2026-10-30
Purkiss Capital Advisors LLC
UNCHANGED2,3142,31400%$222.7K$242.8K+$20.1K2026-11-06
GenTrust, LLC
INCREASED2,3122,216+96+4%$214.9K$242.5K+$27.6K2026-11-06
Fonville Wealth Management LLC
INCREASED2,3062,079+227+11%$200.2K$241.9K+$41.7K2026-10-28
Split Creek LLC DBA Split Creek Capital LLC
DECREASED2,3062,381-75-3%$229.2K$241.9K+$12.7K2026-11-02
Members Wealth LLC
NEW2,304—+2,304——$241.3K—2026-10-20
Rydar Equities, Inc.
UNCHANGED2,3022,30200%$222.6K$241.2K+$18.5K2026-10-13
May Hill Capital, LLC
INCREASED2,3002,291+9+0%$220.5K$241.3K+$20.8K2026-11-03
A&I Financial Services, LLC
DECREASED2,2952,345-50-2%$225.7K$240.7K+$15.0K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED2,2902,032+258+13%$195.6K$240.2K+$44.6K2026-11-05
Blue Fin Capital, Inc.
DECREASED2,2812,687-406-15%$258.6K$239.2K-$19.4K2026-10-28
Firestone Capital Management
INCREASED2,2752,244+31+1%$215.9K$238.7K+$22.7K2026-11-03
WealthPlan Investment Management, LLC
DECREASED2,2752,286-110%$220.0K$238.6K+$18.7K2026-10-15
Vanguard Capital Wealth Advisors
DECREASED2,2702,342-72-3%$225.4K$238.1K+$12.7K2026-10-16
Evanson Financial, LLC
INCREASED2,2692,266+3+0%$218.1K$238.0K+$19.9K2026-10-23
Wharton Business Group, LLC
DECREASED2,2582,313-55-2%$222.6K$236.9K+$14.2K2026-11-09
Nemes Rush Group LLC
DECREASED2,2532,274-21-1%$218.9K$236.4K+$17.5K2026-11-04
Rossby Financial, LCC
INCREASED2,2491,774+475+27%$170.7K$235.9K+$65.2K2026-11-05
Towercrest Capital Management
UNCHANGED2,2482,24800%$216.3K$235.8K+$19.4K2026-10-23
Towerpoint Wealth, LLC
INCREASED2,2432,221+22+1%$213.7K$235.3K+$21.5K2026-10-13
Viewpoint Capital Management LLC
DECREASED2,2422,540-298-12%$244.4K$235.1K-$9.3K2026-10-27
Cardiff Park Advisors, LLC
INCREASED2,2422,233+9+0%$214.9K$235.2K+$20.3K2026-11-09
Next Level Private LLC
INCREASED2,2372,102+135+6%$202.4K$234.7K+$32.3K2026-10-20
Baron Wealth Management LLC
DECREASED2,2372,353-116-5%$226.5K$234.6K+$8.2K2026-10-27
Alliance Wealth Management Group
UNCHANGED2,2362,23600%$215.2K$234.6K+$19.3K2026-10-29
Latitude Advisors, LLC
DECREASED2,2352,938-703-24%$282.7K$234.4K-$48.3K2026-10-27
Lesa Sroufe & Co
UNCHANGED2,2312,23100%$215.0K$234.0K+$19.0K2026-10-29
Sentry LLC
DECREASED2,2292,805-576-21%$270.0K$233.8K-$36.2K2026-10-30
Mccarter Private Wealth Services LLC
NEW2,220—+2,220——$232.9K—2026-10-22
Centerpoint Advisors, LLC
DECREASED2,2182,378-160-7%$229.0K$233.0K+$4.0K2026-11-05
WestHill Financial Advisors, Inc.
NEW2,215—+2,215——$232.3K—2026-10-14
GSG Advisors LLC
DECREASED2,2142,937-723-25%$282.7K$232.3K-$50.4K2026-11-03
Hidden Cove Wealth Management, LLC
NEW2,213—+2,213——$232.1K—2026-10-19
Huntleigh Advisors, Inc.
DECREASED2,2132,234-21-1%$215.0K$232.2K+$17.1K2026-11-03
Torrey Growth & Income Advisors
NEW2,212—+2,212——$234.2K—2026-11-04
AMI Asset Management Corp
UNCHANGED2,2112,21100%$212.8K$231.9K+$19.1K2026-10-20
Fusion Capital, LLC
DECREASED2,2092,255-46-2%$217.1K$231.8K+$14.7K2026-10-28
Mcrae Capital Management Inc
UNCHANGED2,2052,20500%$212.2K$231.3K+$19.1K2026-10-15
FMA Wealth Management, LLC
UNCHANGED2,2002,20000%$211.8K$230.8K+$19.0K2026-10-21
Integras Partners LLC
UNCHANGED2,1982,19800%$211.6K$230.6K+$19.0K2026-10-30
Diversified Portfolios, Inc.
DECREASED2,1933,243-1,050-32%$312.1K$230.0K-$82.1K2026-11-04
Investmark Advisory Group LLC
NEW2,181—+2,181——$228.8K—2026-10-27
ETF Store, Inc.
INCREASED2,1682,159+9+0%$207.8K$227.5K+$19.6K2026-10-19
Anchyra Partners LLC
NEW2,165—+2,165——$227.1K—2026-10-13
Cooper S Advisors, LLC
DECREASED2,1622,422-260-11%$233.1K$226.8K-$6.3K2026-11-03
waypoint wealth counsel
NEW2,143—+2,143——$224.8K—2026-10-22
Yoder Wealth Management, Inc.
DECREASED2,1392,168-29-1%$208.7K$224.4K+$15.7K2026-10-13
Post Resch Tallon Group Inc.
DECREASED2,1362,186-50-2%$210.4K$224.1K+$13.7K2026-10-09
Presper Financial Architects, LLC
INCREASED2,1292,124+5+0%$204.4K$223.3K+$18.9K2026-11-09
TruNorth Capital Management, LLC
NEW2,123—+2,123——$222.7K—2026-10-14
Washington Growth Strategies LLC
UNCHANGED2,1212,12100%$204.1K$222.5K+$18.3K2026-10-19
Evermay Wealth Management LLC
INCREASED2,1192,110+9+0%$204.2K$222.3K+$18.1K2026-11-05
Keener Financial Planning LLC
NEW2,117—+2,117——$222.1K—2026-11-06
Valicenti Advisory Services Inc
UNCHANGED2,1002,10000%$202$220.0K+$219.8K2026-10-23
Monte Financial Group, LLC
UNCHANGED2,1002,10000%$202.0K$220.3K+$18.3K2026-11-02
Eagle Wealth Advisors LLC
DECREASED2,0942,236-142-6%$215.2K$219.7K+$4.4K2026-10-20
LifeGoal Investments, LLC
NEW2,093—+2,093——$219.6K—2026-10-09
Financial Designs Corp
DECREASED2,0902,212-122-6%$212.9K$219.3K+$6.4K2026-10-09
Livet Wealth, LLC
NEW2,082—+2,082——$218.4K—2026-10-27
Eagle Harbor Asset Management Inc
NEW2,076—+2,076——$217.8K—2026-10-21
Occidental Asset Management, LLC
NEW2,068—+2,068——$216.9K—2026-11-05
Wealthgarden F.S. LLC
DECREASED2,0662,255-189-8%$217.0K$216.7K-$3122026-11-09
SRH Advisors, LLC
UNCHANGED2,0632,06300%$198.6K$216.4K+$17.8K2026-10-22
Purus Wealth Management, LLC
NEW2,055—+2,055——$215.6K—2026-10-15
Johnson Financial Group, LLC
DECREASED2,0543,990-1,936-49%$384.1K$215.5K-$168.6K2026-11-03
Centennial Wealth Advisory LLC
DECREASED2,0542,172-118-5%$209.1K$215.5K+$6.4K2026-10-16
Advisors Management Group Inc
DECREASED2,0532,101-48-2%$202.0K$215.0K+$13.0K2026-11-05
Lakeshore Financial Planning, Inc.
DECREASED2,0502,186-136-6%$210.6K$215.1K+$4.5K2026-10-13
Warwick Investment Management, Inc.
DECREASED2,0452,101-56-3%$202.3K$214.5K+$12.3K2026-10-19
Meriwether Wealth & Planning, LLC
DECREASED2,0342,170-136-6%$208.9K$213.4K+$4.5K2026-10-13
Bell Bank
NEW2,033—+2,033——$213.3K—2026-10-21
Samalin Investment Counsel, LLC
NEW2,030—+2,030——$213.0K—2026-10-23
Payden & Rygel
DECREASED2,0303,530-1,500-42%$340.0K$213.0K-$127.0K2026-10-28
Lake Street Private Wealth, LLC
DECREASED2,0302,286-256-11%$220.0K$213.0K-$7.0K2026-10-22
Vestia Personal Wealth Advisors
NEW2,029—+2,029——$212.8K—2026-10-20
Financial Council, LLC
NEW2,024—+2,024——$212.3K—2026-11-02
Darden Wealth Group Inc
NEW2,022—+2,022——$212.1K—2026-11-06
Greenwood Gearhart LLC
NEW2,022—+2,022——$212.1K—2026-11-02
Eagle Bay Advisors LLC
NEW2,022—+2,022——$212.2K—2026-10-16
River Street Advisors LLC
DECREASED2,0208,849-6,829-77%$851.7K$211.9K-$639.8K2026-10-22
Visionary Horizons, LLC
DECREASED2,0172,132-115-5%$205.2K$211.6K+$6.4K2026-10-22
Crew Capital Management, Ltd
NEW2,016—+2,016——$211.5K—2026-10-28
Heartwood Wealth Advisors LLC
DECREASED2,0152,225-210-9%$214.2K$211.4K-$2.8K2026-10-05
Ifrah Financial Services, Inc.
NEW2,011—+2,011——$211.0K—2026-10-13
Piedmont Capital Management, LLC
DECREASED2,0092,109-100-5%$203.0K$210.7K+$7.8K2026-10-21
Swmg, LLC
NEW2,004—+2,004——$226.7K—2026-10-23
McCollum Christoferson Group LLC
NEW2,000—+2,000——$209.8K—2026-10-13
Hoya Capital Real Estate, LLC
NEW1,995—+1,995——$209.3K—2026-11-09
Creative Financial Designs Inc
DECREASED1,9892,406-417-17%$231.6K$208.7K-$22.9K2026-11-04
Hamilton Capital, LLC
NEW1,988—+1,988——$208.6K—2026-10-08
Impact Partnership Wealth, LLC
NEW1,982—+1,982——$207.9K—2026-11-09
CJM Wealth Advisers, Ltd.
DECREASED1,9822,116-134-6%$203.7K$207.9K+$4.3K2026-10-27
First Financial Group Corp
NEW1,981—+1,981——$207.8K—2026-10-22
St. Louis Trust Co
NEW1,981—+1,981——$207.8K—2026-11-03
Iron Financial LLC
NEW1,978—+1,978——$207.5K—2026-10-23
Tower View Wealth Management LLC
DECREASED1,9772,069-92-4%$199.2K$207.4K+$8.2K2026-10-23
Peoples Bank
NEW1,976—+1,976——$207.3K—2026-10-26
WealthBridge Capital Management, LLC
NEW1,971—+1,971——$206.8K—2026-10-16
Fairvoy Private Wealth, LLC
DECREASED1,9702,498-528-21%$240.4K$206.7K-$33.7K2026-10-19
Traynor Capital Management, Inc.
NEW1,962—+1,962——$205.8K—2026-10-29
Globalt Investments LLC / GA
NEW1,960—+1,960——$205.6K—2026-10-27
Atlas Wealth Partners, LLC
DECREASED1,9602,075-115-6%$201.2K$205.6K+$4.4K2026-11-03
Meadow Creek Wealth Advisors LLC
NEW1,949—+1,949——$204.5K—2026-11-02
Hilltop National Bank
DECREASED1,9423,860-1,918-50%$371.5K$203.7K-$167.8K2026-10-14
Rice Partnership, LLC
NEW1,941—+1,941——$203.6K—2026-11-09
Legacy Financial Independent Advisors LLC
DECREASED1,94111,596-9,655-83%$1.1M$203.6K-$912.5K2026-11-02
Capital Square, LLC
NEW1,938—+1,938——$203.4K—2026-10-19
Activest Wealth Management
INCREASED1,9321,669+263+16%$160.7K$202.7K+$42.0K2026-10-15
James J. Burns & Company, LLC
DECREASED1,9322,087-155-7%$200.8K$202.6K+$1.8K2026-10-22
Duncker Streett & Co Inc
UNCHANGED1,9321,93200%$186.0K$202.7K+$16.7K2026-10-27
Summit Asset Management, LLC
NEW1,927—+1,927——$202.1K—2026-11-05
Tenon Financial LLC
NEW1,927—+1,927——$202.2K—2026-10-14
Rise Advisors, LLC
NEW1,927—+1,927——$202.2K—2026-10-16
Unified Investment Management
NEW1,923—+1,923——$201.7K—2026-10-14
Alessandra Capital Management, LLC
NEW1,922—+1,922——$201.6K—2026-10-30
FF Advisors,LLC
NEW1,919—+1,919——$201.3K—2026-10-21
Aspen Investment Management Inc
DECREASED1,9172,432-515-21%$234$201.0K+$200.8K2026-11-05
Capital Advisors, Ltd. LLC
DECREASED1,9112,504-593-24%$241$200.0K+$199.8K2026-10-27
Sunbeam Capital Management, LLC
DECREASED1,9092,312-403-17%$222.6K$200.3K-$22.3K2026-11-05
True Wealth Design, LLC
INCREASED1,9051,313+592+45%$126.4K$199.8K+$73.5K2026-10-13
S.A. Mason LLC
DECREASED1,8652,215-350-16%$213.2K$195.6K-$17.6K2026-10-13
Cornerstone Planning Group LLC
INCREASED1,8631,778+85+5%$170.4K$201.3K+$30.8K2026-10-16
Garner Asset Management Corp
NEW1,862—+1,862——$205.5K—2026-10-30
Summer Road LLC
INCREASED1,8491,842+7+0%$177.3K$194.0K+$16.7K2026-11-05
North Point Portfolio Managers Corp
NEW1,844—+1,844——$193.4K—2026-10-07
City State Bank
DECREASED1,8352,025-190-9%$194.9K$192.5K-$2.4K2026-10-20
Main Street Group, LTD
DECREASED1,8292,217-388-17%$213.4K$191.8K-$21.6K2026-10-28
Heritage Family Offices, LLP
NEW1,789—+1,789——$187.7K—2026-11-02
Prism Planning Partners LLC
NEW1,750—+1,750——$183.6K—2026-10-27
Buck Wealth Strategies, LLC
INCREASED1,7381,639+99+6%$157.7K$182.3K+$24.5K2026-10-28
Acropolis Investment Management, LLC
DECREASED1,7202,180-460-21%$209.9K$180.4K-$29.4K2026-10-08
Flagship Wealth Advisors, LLC
DECREASED1,7042,301-597-26%$221.5K$178.8K-$42.7K2026-11-03
Maryland Capital Advisors Inc.
INCREASED1,7001,220+480+39%$117.4K$178.3K+$60.9K2026-10-15
CNB Bank
UNCHANGED1,6981,69800%$163.4K$178.1K+$14.7K2026-11-09
Financial Network Wealth Advisors LLC
DECREASED1,6801,733-53-3%$166.8K$176.2K+$9.4K2026-10-28
DT Investment Partners, LLC
UNCHANGED1,6501,65000%$158.8K$173.1K+$14.3K2026-10-27
Private Wealth Management Group, LLC
DECREASED1,6192,052-433-21%$197.5K$169.8K-$27.7K2026-10-19
Mainstream Capital Management LLC
NEW1,618—+1,618——$169.7K—2026-10-23
Fortitude Family Office, LLC
INCREASED1,616403+1,213+301%$38.8K$169.5K+$130.7K2026-10-14
Old Second National Bank of Aurora
DECREASED1,59019,063-17,473-92%$1.8M$166.8K-$1.7M2026-10-22
Union Savings Bank
UNCHANGED1,5811,58100%$152.2K$165.8K+$13.7K2026-10-14
Murphy & Mullick Capital Management Corp
DECREASED1,5601,865-305-16%$179.5K$163.7K-$15.8K2026-11-02
Financial Consulate, Inc
DECREASED1,5561,593-37-2%$153.3K$163.2K+$9.9K2026-10-23
Whipplewood Advisors, LLC
DECREASED1,4951,588-93-6%$152.8K$156.8K+$4.0K2026-10-20
Bay Harbor Wealth Management, LLC
DECREASED1,4911,563-72-5%$150.4K$156.4K+$6.0K2026-11-03
Tsfg, LLC
DECREASED1,4883,336-1,848-55%$321.0K$156.0K-$165.0K2026-10-23
Wolverine Asset Management LLC
DECREASED1,48616,230-14,744-91%$1.6M$155.9K-$1.4M2026-11-02
Owl Creek Wealth Partners LLC
INCREASED1,4851,230+255+21%$118.4K$155.8K+$37.4K2026-10-20
Cornerstone National Bank & Trust Co
DECREASED1,4832,128-645-30%$203.7K$150.3K-$53.4K2026-10-20
Lipe & Dalton
UNCHANGED1,4801,48000%$142$155.0K+$154.9K2026-10-15
Planning Strategies Inc.
INCREASED1,4761,473+3+0%$141.8K$154.8K+$13.1K2026-10-02
Vaquero Private Wealth, LTD
UNCHANGED1,4411,44100%$138.7K$151.2K+$12.5K2026-10-27
Prudent Man Investment Management, Inc.
INCREASED1,375804+571+71%$91.5K$144.3K+$52.8K2026-11-03
Hurley Capital, LLC
DECREASED1,3611,362-10%$131.1K$142.8K+$11.8K2026-11-05
Trifecta Capital Advisors, LLC
DECREASED1,3591,365-60%$131.4K$142.6K+$11.2K2026-10-21
Morton Brown Family Wealth, LLC
INCREASED1,3421,222+120+10%$117.7K$140.8K+$23.2K2026-10-23
Bank of New Hampshire
DECREASED1,2531,306-53-4%$125.7K$131.4K+$5.7K2026-10-06
MH & Associates Securities Management Corp
UNCHANGED1,2411,24100%$119.5K$130.2K+$10.7K2026-10-30
N.E.W. Advisory Services LLC
INCREASED1,2251,178+47+4%$113.4K$128.5K+$15.1K2026-11-09
Tidemark, LLC
INCREASED1,1921,026+166+16%$98.8K$125.0K+$26.3K2026-11-09
Compass Wealth Management LLC
NEW1,160—+1,160——$121.7K—2026-10-22
Kozak & Associates, Inc.
INCREASED1,1491,146+3+0%$109.7K$125.3K+$15.6K2026-10-29
Phillip James Consulting Co.
UNCHANGED1,1361,13600%$109.3K$119.2K+$9.8K2026-11-03
Hilton Head Capital Partners, LLC
INCREASED1,1251,123+2+0%$108.1K$118.0K+$9.9K2026-10-23
Mizuho Securities Co. Ltd.
NEW1,100—+1,100——$115.4K—2026-11-04
Avion Wealth
DECREASED1,0891,123-34-3%$108.0K$114.0K+$6.0K2026-11-04
Signature Equity Partners, LLC
INCREASED1,086962+124+13%$92.6K$113.9K+$21.3K2026-10-29
Global Trust Asset Management, LLC
DECREASED1,0851,088-30%$104.7K$113.8K+$9.1K2026-10-19
Darwin Wealth Management, LLC
INCREASED1,056257+799+311%$24.7K$110.9K+$86.1K2026-11-09
Gleason Group, Inc.
INCREASED1,0531,035+18+2%$99.6K$110.5K+$10.8K2026-10-15
Ares Financial Consulting, LLC
INCREASED1,0421,041+1+0%$100.2K$109.3K+$9.1K2026-10-19
Fairway Wealth LLC
INCREASED1,035410+625+152%$39.5K$108.6K+$69.1K2026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED1,0231,018+5+0%$98.0K$107.3K+$9.3K2026-10-23
Monetary Solutions, Ltd
INCREASED1,0231,020+3+0%$98.2K$107.3K+$9.1K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED1,002945+57+6%$91.0K$105.0K+$14.0K2026-10-14
Harel Insurance Investments & Financial Services Ltd.
DECREASED1,0002,156-1,156-54%$207.0K$105.0K-$102.0K2026-11-02
Pavaki Capital Management LLC
UNCHANGED1,0001,00000%$96.3K$104.9K+$8.7K2026-10-26
Creative Capital Management Investments LLC
INCREASED959934+25+3%$89.9K$100.6K+$10.7K2026-10-28
Pathway Financial Advisers, LLC
NEW955—+955——$100.2K—2026-10-27
StrongBox Wealth, LLC
INCREASED926925+1+0%$89.0K$97.1K+$8.1K2026-11-02
3 Factor Indexing, LLC
INCREASED917916+1+0%$88.2K$96.2K+$8.0K2026-10-15
Capitol Family Office, Inc.
INCREASED889798+91+11%$76.8K$93.3K+$16.4K2026-10-13
Highline Wealth Partners LLC
INCREASED887664+223+34%$63.9K$93.1K+$29.2K2026-10-19
Bayban
UNCHANGED88388300%$85.0K$85.0K$02026-11-05
Acumen Wealth Advisors, LLC
INCREASED876826+50+6%$79.7K$91.9K+$12.2K2026-11-05
Bell Investment Advisors, Inc
INCREASED872811+61+8%$78.1K$91.5K+$13.4K2026-10-29
Financial Management Professionals, Inc.
INCREASED872853+19+2%$82.8K$91.5K+$8.7K2026-10-23
Wealth Analytics Partners, LLC
NEW848—+848——$89.0K—2026-10-19
Princeton Global Asset Management LLC
DECREASED8401,250-410-33%$120.3K$88.1K-$32.2K2026-10-21
Proathlete Wealth Management LLC
NEW825—+825——$86.5K—2026-10-15
Alpine Bank Wealth Management
DECREASED8251,515-690-46%$145.8K$86.5K-$59.3K2026-10-16
Wilkerson Advisory Group LLC
INCREASED824812+12+1%$78.2K$86.4K+$8.2K2026-10-20
USA Financial Formulas
NEW815—+815——$85.5K—2026-10-16
Quaker Wealth Management, LLC
INCREASED807804+3+0%$77.4K$84.6K+$7.2K2026-10-22
GoalVest Advisory LLC
UNCHANGED80480400%$77.4K$84.3K+$7.0K2026-10-02
PFS Partners, LLC
DECREASED800809-9-1%$77.9K$83.9K+$6.0K2026-10-21
Chilton Capital Management LLC
DECREASED780856-76-9%$82.4K$81.8K-$5682026-10-28
Hyposwiss Advisors SA
UNCHANGED78078000%$75.1K$81.8K+$6.7K2026-10-26
Trust Co
INCREASED779377+402+107%$36.3K$81.8K+$45.4K2026-10-09
Entrust Financial LLC
INCREASED751747+4+1%$71.9K$78.8K+$6.9K2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED73573500%$70.7K$77.1K+$6.4K2026-10-28
Investment Research & Advisory Group, Inc.
INCREASED702504+198+39%$54.3K$81.2K+$26.8K2026-10-19
Mosley Wealth Management
INCREASED686586+100+17%$56.4K$76.0K+$19.6K2026-10-16
Canton Hathaway, LLC
UNCHANGED68568500%$65.9K$71.9K+$5.9K2026-10-23
Hughes Financial Services, LLC
DECREASED6841,003-319-32%$96.5K$75.8K-$20.7K2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED6823,955-3,273-83%$380.9K$71.5K-$309.3K2026-10-14
Downshift Financial, LLC
UNCHANGED68268200%$65.6K$71.5K+$5.9K2026-10-13
Fairman Group, LLC
UNCHANGED66266200%$64.2K$69.4K+$5.2K2026-10-26
Peck Wealth Management, LLC
DECREASED6501,000-350-35%$96.3K$68.2K-$28.1K2026-10-29
Bank & Trust Co
UNCHANGED64264200%$61.8K$67.3K+$5.6K2026-10-07
Strategic Advocates LLC
UNCHANGED63763700%$61.3K$66.8K+$5.5K2026-11-03
Joseph Group Capital Management
INCREASED633563+70+12%$54.2K$66.4K+$12.2K2026-11-04
WPG Advisers, LLC
INCREASED632365+267+73%$35.1K$66.3K+$31.2K2026-10-27
PlanVest Financial, Inc
INCREASED630629+1+0%$60.6K$66.1K+$5.6K2026-11-09
James T. Borello RIA
INCREASED627612+15+2%$58.9K$65.8K+$6.9K2026-10-16
Balance Wealth Partners LLC
NEW606—+606——$63.6K—2026-10-27
American Capital Advisory, LLC
INCREASED605598+7+1%$57.6K$63.5K+$6.0K2026-10-28
Walsh & Associates, LLC
UNCHANGED59459400%$57.2K$62.3K+$5.1K2026-11-09
Country Trust Bank
INCREASED592477+115+24%$45.9K$62.1K+$16.2K2026-10-30
Livelsberger Financial Advisory
NEW591—+591——$62.0K—2026-10-28
IAG Wealth Partners, LLC
DECREASED575624-49-8%$60.1K$60.3K+$1692026-11-06
Wolff Wiese Magana LLC
DECREASED568679-111-16%$65.4K$59.5K-$5.8K2026-10-15
Holos Integrated Wealth LLC
INCREASED55967+492+734%$6.5K$61.3K+$54.7K2026-10-23
Cedar Mountain Advisors, LLC
INCREASED546545+1+0%$52.4K$57.3K+$4.8K2026-10-15
Kennebec Savings Bank
UNCHANGED53253200%$51.2K$55.8K+$4.6K2026-10-22
Community Financial Services Group, LLC
UNCHANGED52852800%$50.5K$53.5K+$3.0K2026-10-15
Team Financial Group, LLC
NEW521—+521——$54.7K—2026-10-30
Western Pacific Wealth Management, LP
INCREASED516512+4+1%$49.3K$54.1K+$4.8K2026-10-16
Next Level Wealth Planning, LLC
NEW499—+499——$52.4K—2026-10-29
Birchwood Financial Partners, Inc.
INCREASED495471+24+5%$45.3K$52.0K+$6.7K2026-11-02
Signature Resources Capital Management, LLC
DECREASED490639-149-23%$61.5K$51.4K-$10.1K2026-10-16
IMG Wealth Management, Inc.
INCREASED490410+80+20%$39.5K$51.4K+$11.9K2026-10-27
Blueline Advisors LLC
UNCHANGED48048000%$46.2K$50.4K+$4.2K2026-10-15
Marshall & Sterling Wealth Advisors Inc.
DECREASED476499-23-5%$48.0K$50.0K+$1.9K2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED47547500%$45.7K$49.8K+$4.1K2026-10-27
Hager Investment Management Services, LLC
INCREASED471460+11+2%$44.3K$49.4K+$5.1K2026-11-04
Financially Speaking Inc
DECREASED462488-26-5%$47.0K$48.5K+$1.4K2026-11-05
Bare Financial Services, Inc
INCREASED450398+52+13%$38.3K$47.2K+$8.9K2026-11-04
Nova Financial LLC
NEW448—+448——$47.0K—2026-11-04
Axiom Investment Management LLC
INCREASED446233+213+91%$22.5K$46.8K+$24.3K2026-11-03
Valley Wealth Managers, Inc.
UNCHANGED42542500%$40.9K$44.6K+$3.7K2026-10-09
Olistico Wealth, LLC
UNCHANGED42142100%$40.5K$44.2K+$3.6K2026-10-05
Carolina Wealth Advisors, LLC
INCREASED41919+400+2105%$1.8K$44.0K+$42.1K2026-10-23
Dogwood Wealth Management LLC
INCREASED419391+28+7%$37.6K$44.0K+$6.3K2026-11-09
Arlington Trust Co LLC
DECREASED411917-506-55%$88.3K$43.1K-$45.1K2026-10-20
Cherry Tree Wealth Management, LLC
DECREASED410411-10%$39.6K$43.0K+$3.5K2026-10-15
Networth Advisors, LLC
INCREASED402400+2+1%$38.5K$42.2K+$3.7K2026-11-03
Abound Wealth Management
INCREASED401309+92+30%$29.8K$42.0K+$12.2K2026-10-26
Boit C F David
NEW400—+400——$42.0K—2026-10-29
Security National Bank
UNCHANGED40040000%$38.5K$42.0K+$3.5K2026-10-26
United Financial Planning Group LLC
DECREASED394453-59-13%$43.6K$41.3K-$2.3K2026-11-04
Pittenger & Anderson Inc
DECREASED388648-260-40%$62.4K$40.7K-$21.7K2026-11-02
Redwood Park Advisors LLC
INCREASED382379+3+1%$36.5K$40.1K+$3.6K2026-11-02
Fortis Group Advisors, LLC
UNCHANGED37137100%$35.7K$38.9K+$3.2K2026-11-06
Syntax Research, Inc.
INCREASED370368+2+1%$35.5K$38.8K+$3.4K2026-11-04
Coston, McIsaac & Partners
INCREASED368366+2+1%$35.0K$38.7K+$3.7K2026-11-06
Meramec Financial Planners, LLC
UNCHANGED36336300%$35.1K$42.3K+$7.3K2026-11-09
Hoey Investments, Inc
UNCHANGED35935900%$34.6K$37.7K+$3.1K2026-10-29
William B. Walkup & Associates, Inc.
UNCHANGED35535500%$34.2K$37.2K+$3.1K2026-11-05
Lloyd Advisory Services, Llc.
INCREASED348347+1+0%$33.4K$36.5K+$3.1K2026-11-02
Rothwell Investment Advisors, LLC
NEW347—+347——$36.4K—2026-11-06
Luken Investment Analytics, LLC
UNCHANGED33533500%$32.2K$35.1K+$2.9K2026-11-06
Markowski Investments
INCREASED333313+20+6%$30.1K$34.9K+$4.8K2026-10-30
J.Safra Asset Management Corp
UNCHANGED33233200%$32.0K$34.8K+$2.9K2026-11-03
Vima LLC
UNCHANGED32932900%$31.7K$34.5K+$2.8K2026-10-23
Putney Financial Group LLC
NEW321—+321——$33.7K—2026-10-30
CKW Financial Group
UNCHANGED31731700%$30$32+$22026-10-29
First Premier Bank
UNCHANGED31331300%$30$33.0K+$33.0K2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED30530500%$29.3K$32.0K+$2.7K2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED30130100%$29.0K$31.6K+$2.6K2026-10-23
Contravisory Investment Management, Inc.
UNCHANGED30030000%$28.9K$31.5K+$2.6K2026-10-13
Rakuten Securities, Inc.
DECREASED290611-321-53%$58.8K$30.4K-$28.4K2026-11-02
Covestor Ltd
DECREASED290291-10%$28.0K$31-$28.0K2026-10-30
Kroeger Financial Partners
UNCHANGED28428400%$27.3K$29.8K+$2.5K2026-10-19
Centennial Bank
UNCHANGED28328300%$27.2K$29.7K+$2.4K2026-11-09
DiNuzzo Private Wealth, Inc.
INCREASED279209+70+33%$20.1K$29.3K+$9.2K2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED26726700%$25.7K$28.0K+$2.3K2026-10-07
Retirement Wealth Solutions LLC
INCREASED266251+15+6%$24.2K$27.9K+$3.7K2026-10-07
Evolution Wealth Management Inc.
DECREASED264563-299-53%$54.2K$27.7K-$26.5K2026-10-28
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED26426400%$25.4K$27.7K+$2.3K2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED262267-5-2%$25.7K$27.5K+$1.8K2026-10-26
Clark Wealth Partners
INCREASED255210+45+21%$20.4K$26.7K+$6.4K2026-10-19
Essential Investment Partners LLC
UNCHANGED25525500%$24.5K$26.8K+$2.2K2026-10-27
Vision Financial Markets LLC
DECREASED2538,852-8,599-97%$851.8K$25.7K-$826.1K2026-10-22
Yankcom Partnership
UNCHANGED24624600%$23.7K$25.8K+$2.1K2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED242228+14+6%$22.0K$25.4K+$3.4K2026-11-02
Granite FO LLC
UNCHANGED24224200%$23.3K$25.4K+$2.1K2026-10-14
Aventus Investment Advisors, Inc.
UNCHANGED23723700%$22.8K$24.9K+$2.1K2026-10-09
Highland Investment Advisors LLC
DECREASED229255-26-10%$24.5K$24.0K-$5302026-11-09
Navigoe, LLC
INCREASED229228+1+0%$21$24.0K+$24.0K2026-11-04
UMB Private Wealth Management, LLC
NEW225—+225——$23.6K—2026-10-19
Torren Management, LLC
UNCHANGED21421400%$20.6K$22.5K+$1.9K2026-10-29
Align Financial, LLC
INCREASED213183+30+16%$17.6K$22.3K+$4.7K2026-10-16
Trellis Wealth Advisors LLC
NEW212—+212——$22.2K—2026-10-19
Mascoma Wealth Management LLC
DECREASED210218-8-4%$21.0K$22.0K+$9992026-10-23
Southern Michigan Bank & Trust
INCREASED209150+59+39%$14.4K$21.9K+$7.5K2026-10-19
Vestor Capital, LLC
DECREASED20222,720-22,518-99%$7.6K$106-$7.5K2026-11-04
IFS Advisors, LLC
UNCHANGED20220200%$19.4K$21.2K+$1.7K2026-10-14
Atlantic Private Wealth, LLC
UNCHANGED20020000%$19.3K$21.0K+$1.7K2026-11-09
Advantage Trust Co
UNCHANGED20020000%$19.3K$21.0K+$1.7K2026-10-19
Y.D. More Investments Ltd
UNCHANGED19919900%$19.2K$20.9K+$1.7K2026-11-02
Collier Financial
UNCHANGED19719700%$19.0K$20.7K+$1.7K2026-11-06
Fairscale Capital, LLC
INCREASED190185+5+3%$17.9K$21.1K+$3.1K2026-11-04
Valued Wealth Advisors LLC
INCREASED189161+28+17%$15.6K$19.8K+$4.2K2026-11-05
Sfam, LLC
DECREASED180268-88-33%$25.8K$18.9K-$6.9K2026-11-03
POM Investment Strategies, LLC
UNCHANGED17917900%$17.2K$18.8K+$1.5K2026-10-20
Gold Investment Management Ltd.
INCREASED174173+1+1%$16.7K$18.3K+$1.6K2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED17017000%$16.4K$17.8K+$1.5K2026-11-06
Burk Holdings LLC
INCREASED168105+63+60%$10.1K$17.6K+$7.5K2026-11-05
Maseco LLP
INCREASED168148+20+14%$14.2K$17.6K+$3.4K2026-10-27
Steph & Co
INCREASED166153+13+9%$14.7K$17.4K+$2.7K2026-10-07
Dynamic Wealth Strategies, LLC
UNCHANGED15815800%$15.2K$16.6K+$1.4K2026-10-16
Ulland Investment Advisors, LLC
UNCHANGED15015000%$14$16+$22026-10-13
Aspect Partners, LLC
INCREASED140122+18+15%$11.7K$14.7K+$2.9K2026-10-20
Pacifica Partners Inc.
UNCHANGED13513500%$13.4K$13.7K+$2502026-10-09
Beacon Financial Strategies Corp
UNCHANGED13413400%$12.9K$14.1K+$1.2K2026-10-14
Kingdom Financial Group Llc.
DECREASED132146-14-10%$14.1K$13.8K-$2362026-11-04
Tounjian Advisory Partners, LLC
DECREASED130150-20-13%$14.4K$13.7K-$7342026-11-04
CGC Financial Services, LLC
UNCHANGED12912900%$12.4K$13.5K+$1.1K2026-10-13
Key Capital Management, Inc
UNCHANGED12812800%$12.3K$13.4K+$1.1K2026-11-03
Coastline Trust Co
UNCHANGED12512500%$12.0K$13.1K+$1.1K2026-10-01
McCarley & Cook Financial Planners
UNCHANGED12012000%$11.6K$12.6K+$1.0K2026-10-21
MB, Levis & Associates, LLC
DECREASED117142-25-18%$13.7K$12.3K-$1.4K2026-10-16
Burkett Financial Services, LLC
INCREASED113112+1+1%$10.8K$11.9K+$1.1K2026-10-01
Decker Retirement Planning Inc.
INCREASED10794+13+14%$9.0K$11.2K+$2.2K2026-10-19
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
NEW100—+100——$10.5K—2026-10-21
LAM Group, Inc.
UNCHANGED10010000%$9.6K$10.5K+$8652026-10-26
Toews Corp
UNCHANGED10010000%$9.6K$10.5K+$8652026-11-09
10Elms LLP
NEW98—+98——$10.3K—2026-11-06
Comprehensive Financial Planning, Inc.
UNCHANGED969600%$9.2K$10.1K+$9012026-10-27
DecisionPoint Financial, LLC
INCREASED9478+16+21%$7.5K$9.5K+$2.1K2026-10-27
Breakwater Investment Management
INCREASED8456+28+50%$5.4K$8.8K+$3.4K2026-10-20
Peterson Wealth Management
INCREASED8281+1+1%$7.8K$8.6K+$7692026-11-06
Paladin Advisory Group, LLC
UNCHANGED808000%$7.7K$8.4K+$6922026-11-09
Catherine Avery Investment Management LLC
INCREASED7372+1+1%$6.9K$7.6K+$6812026-10-14
Roble, Belko & Company, Inc
INCREASED7154+17+31%$5$7+$22026-11-09
Montgomery Financial Services LLC
UNCHANGED707000%$6.7K$7.4K+$6582026-11-03
Marquette Asset Management, LLC
DECREASED67279-212-76%$26.9K$7.0K-$19.8K2026-10-09
RMG Wealth Management LLC
DECREASED62162-100-62%$16.7K$7.0K-$9.7K2026-10-26
Barnes Dennig Private Wealth Management LLC
UNCHANGED575700%$5.5K$6.0K+$4932026-10-30
Davis Capital Management
DECREASED5385-32-38%$8.2K$5.6K-$2.6K2026-10-08
Lynch Investment Planning, LLC
NEW51—+51——$5.4K—2026-10-27
KFG LLC
NEW50—+50——$5.2K—2026-11-02
Horizon Financial Services, LLC
INCREASED5041+9+22%$3.9K$5.2K+$1.3K2026-11-04
Cdkv Holdings LLC
UNCHANGED505000%$4.8K$5.2K+$4322026-10-28
Reap Financial Group, LLC
UNCHANGED505000%$4.8K$5.2K+$4322026-11-02
WestEnd Advisors, LLC
UNCHANGED404000%$3.9K$4.2K+$3462026-10-27
CrossGen Wealth, LLC
INCREASED3924+15+63%$2.3K$4.1K+$1.8K2026-10-30
Newton One Investments LLC
UNCHANGED393900%$3.7K$4.1K+$3682026-10-14
Park Square Financial Group, LLC
DECREASED3754-17-31%$5.2K$3.9K-$1.3K2026-11-09
Sunrise Financial Services, LLC
DECREASED36107-71-66%$10.3K$3.8K-$6.5K2026-10-21
Strengthening Families & Communities, LLC
DECREASED3260-28-47%$5.8K$3.4K-$2.4K2026-10-21
PayPay Securities Corp
UNCHANGED313100%$3.0K$3.3K+$2682026-10-27
Horizons Wealth Management
NEW25—+25——$2.6K—2026-10-05
Kings Path Partners LLC
UNCHANGED252500%$2.4K$2.6K+$2172026-10-21
RHL Group, LLC
UNCHANGED222200%$2.1K$2.3K+$2142026-11-04
High Point Wealth Management, LLC
UNCHANGED212100%$2.0K$2.2K+$1972026-11-05
Frankly Finances, LLC
UNCHANGED202000%$1.9K$2.1K+$1732026-10-28
Bear Mountain Capital, Inc.
UNCHANGED202000%$1.9K$2.3K+$3172026-11-04
Portfolio Resources Advisor Group, Inc.
NEW19—+19——$2.0K—2026-10-20
Cypress Capital Management LLC (WY)
UNCHANGED191900%$1.8K$2.0K+$1642026-11-09
Your Advocates Ltd., LLP
UNCHANGED181800%$1.7K$1.9K+$1552026-11-03
Richardson Capital Management LLC
UNCHANGED161600%$1.6K$1.7K+$1542026-10-23
Clayton Financial Group LLC
NEW12—+12——$1.3K—2026-10-13
Nvest Wealth Strategies, Inc.
UNCHANGED111100%$1.1K$1.2K+$1062026-10-14
Peterson Wealth Services
UNCHANGED101000%$963$1.0K+$862026-10-26
John Boyer, Inc.
NEW9—+9——$974—2026-10-27
GS Investments, Inc.
UNCHANGED9900%$866$944+$782026-11-05
MidAtlantic Capital Management, Inc.
NEW8—+8——$839—2026-11-05
One River Asset Management, LLC
DECREASED8864-856-99%$83.2K$839-$82.3K2026-10-21
Vermillion Wealth Management, Inc.
DECREASED7226-219-97%$21.7K$762-$20.9K2026-10-26
West Financial Advisors, LLC
UNCHANGED5500%$482$525+$432026-10-22
Fiduciary Advisors, Inc.
UNCHANGED3300%$289$315+$262026-10-16
NorthAvenue LLC
UNCHANGED1100%$99$109+$102026-10-29
Imc-Chicago, LLC
CLOSED0349,255-349,255-100%$33.6M$0-$33.6M2026-11-05
BCV Asset Management Inc.
CLOSED094,050-94,050-100%$9.3M$0-$9.3M2026-11-06
Highland Capital Management, LLC
CLOSED042,769-42,769-100%$4.1M$0-$4.1M2026-10-26
Citizens Business Bank
CLOSED034,887-34,887-100%$3.4M$0-$3.4M2026-11-09
DLK Investment Management, LLC
CLOSED031,110-31,110-100%$3.1M$0-$3.1M2026-10-09
Wellington Shields & Co., LLC
CLOSED026,902-26,902-100%$2.6M$0-$2.6M2026-11-03
PKO Investment Management Joint-Stock Co
CLOSED024,786-24,786-100%$2.4M$0-$2.4M2026-10-19
M3 Wealth Management, LLC
CLOSED024,435-24,435-100%$2.4M$0-$2.4M2026-11-09
Essex Investment Management Co LLC
CLOSED022,666-22,666-100%$2.2M$0-$2.2M2026-10-19
Corrado Advisors, LLC
CLOSED014,321-14,321-100%$1.4M$0-$1.4M2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED013,817-13,817-100%$1.3M$0-$1.3M2026-10-14
Bochk Asset Management Ltd
CLOSED013,000-13,000-100%$1.3M$0-$1.3M2026-10-29
One Wealth Capital Management, LLC
CLOSED012,675-12,675-100%$1.2M$0-$1.2M2026-10-23
Arjuna Capital
CLOSED012,201-12,201-100%$1.2M$0-$1.2M2026-11-03
Great Lakes Retirement, Inc.
CLOSED010,563-10,563-100%$1.0M$0-$1.0M2026-10-26
Hartline Investment Corp/
CLOSED09,308-9,308-100%$895.9K$0-$895.9K2026-10-29
FNY Investment Advisers, LLC
CLOSED08,000-8,000-100%$770$0-$7702026-10-16
Triangle Securities Wealth Management
CLOSED06,260-6,260-100%$602.5K$0-$602.5K2026-10-14
PCG Asset Management, LLC
CLOSED06,070-6,070-100%$588.8K$0-$588.8K2026-11-05
CV Advisors LLC
CLOSED05,500-5,500-100%$529.4K$0-$529.4K2026-10-13
Agate Pass Investment Management, LLC
CLOSED05,220-5,220-100%$502.5K$0-$502.5K2026-10-20
CenterStar Asset Management, LLC
CLOSED04,993-4,993-100%$481.0K$0-$481.0K2026-10-09
MQS Management LLC
CLOSED04,363-4,363-100%$419.9K$0-$419.9K2026-11-06
Wright Investors Service Inc
CLOSED04,338-4,338-100%$417.5K$0-$417.5K2026-11-02
Convergence Financial, LLC
CLOSED04,112-4,112-100%$395.8K$0-$395.8K2026-10-27
Legacy Advisory Services, LLC
CLOSED04,104-4,104-100%$395.1K$0-$395.1K2026-10-20
Elevated Financial Group LLC
CLOSED03,998-3,998-100%$384.8K$0-$384.8K2026-10-16
Wellington Shields Capital Management, LLC
CLOSED03,808-3,808-100%$366.5K$0-$366.5K2026-11-03
Tannin Capital LLC
CLOSED03,709-3,709-100%$357.0K$0-$357.0K2026-11-05
111 Capital
CLOSED03,704-3,704-100%$356.5K$0-$356.5K2026-11-03
Rockingstone Advisors LLC
CLOSED03,580-3,580-100%$344.6K$0-$344.6K2026-10-16
Equita Financial Network, Inc.
CLOSED03,123-3,123-100%$300.6K$0-$300.6K2026-10-19
BXM Wealth LLC
CLOSED03,076-3,076-100%$296.1K$0-$296.1K2026-11-03
WealthSpring Partners, LLC
CLOSED02,543-2,543-100%$244.8K$0-$244.8K2026-10-14
Arlington Partners LLC
CLOSED02,495-2,495-100%$240.1K$0-$240.1K2026-10-20
Orba Wealth Advisors, L.L.C.
CLOSED02,325-2,325-100%$223.8K$0-$223.8K2026-10-23
Semus Wealth Partners LLC
CLOSED02,292-2,292-100%$220.6K$0-$220.6K2026-10-22
25 LLC
CLOSED02,267-2,267-100%$218.2K$0-$218.2K2026-10-13
Navalign, LLC
CLOSED02,264-2,264-100%$217.9K$0-$217.9K2026-11-09
RDA Financial Network
CLOSED02,224-2,224-100%$214.0K$0-$214.0K2026-10-15
Nolet Wealth Management, LLC
CLOSED02,185-2,185-100%$210.3K$0-$210.3K2026-10-15
NBZ Investment Advisors LLC
CLOSED02,146-2,146-100%$206.6K$0-$206.6K2026-10-30
Insight Advisors, LLC/ PA
CLOSED02,110-2,110-100%$203.2K$0-$203.2K2026-10-22
Canopy Partners, LLC
CLOSED02,067-2,067-100%$198.9K$0-$198.9K2026-10-28
Gill Capital Partners, LLC
CLOSED01,848-1,848-100%$177.9K$0-$177.9K2026-10-13
Park Place Capital Corp
CLOSED01,256-1,256-100%$120.9K$0-$120.9K2026-11-09
Heritage Wealth Advisors
CLOSED01,085-1,085-100%$104.4K$0-$104.4K2026-11-09
Sims Investment Management, LLC
CLOSED0911-911-100%$88.9K$0-$88.9K2026-10-13
Friedenthal Financial
CLOSED0763-763-100%$73.4K$0-$73.4K2026-10-27
Richardson Financial Services Inc.
CLOSED0595-595-100%$57.3K$0-$57.3K2026-10-30
Obsidian CIO, LLC
CLOSED0471-471-100%$45.3K$0-$45.3K2026-11-05
Founders Capital Management
CLOSED0350-350-100%$33.7K$0-$33.7K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED0256-256-100%$24.6K$0-$24.6K2026-10-26
Stone House Investment Management, LLC
CLOSED0230-230-100%$22.1K$0-$22.1K2026-10-23
Brooklyn FI, LLC
CLOSED0206-206-100%$19.7K$0-$19.7K2026-11-05
LFA - Lugano Financial Advisors SA
CLOSED0157-157-100%$15.1K$0-$15.1K2026-11-03
Robinswood Financial LLC
CLOSED0154-154-100%$14.8K$0-$14.8K2026-10-20
Atlatl Advisers LLC
CLOSED0142-142-100%$13.7K$0-$13.7K2026-10-22
Bayforest Capital Ltd
CLOSED0136-136-100%$13.1K$0-$13.1K2026-11-03
Merrithew & Thorsten Inc
CLOSED0134-134-100%$12$0-$122026-11-06
Evolution Advisers, Inc.
CLOSED0105-105-100%$10$0-$102026-11-06
Solstein Capital, LLC
CLOSED063-63-100%$6.1K$0-$6.1K2026-11-02
Lummis Asset Management, LP
CLOSED026-26-100%$2.5K$0-$2.5K2026-11-09
Strategic Wealth Advisors LLC
CLOSED026-26-100%$2$0-$22026-11-06
Halbert Hargrove Global Advisors, LLC
CLOSED021-21-100%$2.1K$0-$2.1K2026-10-16
Noble Wealth Management PBC
CLOSED015-15-100%$1.4K$0-$1.4K2026-10-01
Islay Capital Management, LLC
CLOSED01-1-100%$96$0-$962026-10-20
BlackRock, Inc.
N/A—136,882,993-136,882,993-100%$13.2B———
Vanguard Capital Management LLC
N/A—113,429,755-113,429,755-100%$10.9B———
State Street Corp
N/A—83,495,399-83,495,399-100%$8.1B———
JPMorgan Chase & Co
N/A—75,807,759-75,807,759-100%$7.5B———
Vanguard Portfolio Management LLC
N/A—36,764,336-36,764,336-100%$3.5B———
Morgan Stanley
N/A—34,495,232-34,495,232-100%$3.3B———
Wellington Management Group LLP
N/A—31,986,559-31,986,559-100%$3.1B———
FMR LLC
N/A—25,391,170-25,391,170-100%$2.4B———
Norges Bank
N/A—20,249,669-20,249,669-100%$1.9B———
Northern Trust Corp
N/A—19,547,578-19,547,578-100%$1.9B———
Price T Rowe Associates Inc
N/A—17,189,546-17,189,546-100%$1.7B———
Bank of America Corp
N/A—16,869,572-16,869,572-100%$1.6B———
UBS Asset Management Americas LLC
N/A—15,681,976-15,681,976-100%$1.5B———
Charles Schwab Investment Management Inc
N/A—14,605,106-14,605,106-100%$1.4B———
Capital World Investors
N/A—14,472,873-14,472,873-100%$1.4B———
State Farm Mutual Automobile Insurance Co
N/A—14,459,098-14,459,098-100%$1.4B———
Ameriprise Financial Inc
N/A—14,409,258-14,409,258-100%$1.4B———
Loomis Sayles & Co L P
N/A—13,574,038-13,574,038-100%$1.3B———
Jennison Associates LLC
N/A—11,706,281-11,706,281-100%$1.1B———
Nuveen, LLC
N/A—11,551,607-11,551,607-100%$1.1B———
Invesco Ltd.
N/A—11,490,905-11,490,905-100%$1.1B———
Alliancebernstein L.P.
N/A—11,171,393-11,171,393-100%$1.1B———
Arrowstreet Capital, Limited Partnership
N/A—11,134,781-11,134,781-100%$1.1B———
Legal & General Group Plc
N/A—10,781,788-10,781,788-100%$1.0B———
Boston Partners
N/A—10,599,416-10,599,416-100%$1.0B———
Newport Trust Company, LLC
N/A—10,399,129-10,399,129-100%$1.0B———
Goldman Sachs Group Inc
N/A—10,012,272-10,012,272-100%$963.7M———
Vanguard Fiduciary Trust Co
N/A—9,754,599-9,754,599-100%$938.9M———
Franklin Resources Inc
N/A—9,331,598-9,331,598-100%$898.2M———
Royal Bank of Canada
N/A—8,731,468-8,731,468-100%$840.4M———
Viking Global Investors LP
N/A—7,158,406-7,158,406-100%$689.0M———
Jupiter Topco LLC
N/A—7,142,995-7,142,995-100%$687.5M———
Primecap Management Co
N/A—7,020,957-7,020,957-100%$675.8M———
UBS Group AG
N/A—6,373,084-6,373,084-100%$613.4M———
Wells Fargo & Company
N/A—6,042,314-6,042,314-100%$581.6M———
First Eagle Investment Management, LLC
N/A—5,375,293-5,375,293-100%$517.4M———
59 North Capital Management, LP
N/A—5,255,314-5,255,314-100%$505.8M———
Baird Financial Group, Inc.
N/A—5,112,100-5,112,100-100%$492.0M———
Swiss National Bank
N/A—4,996,525-4,996,525-100%$480.9M———
National Pension Service
N/A—4,337,598-4,337,598-100%$417.5M———
BNP Paribas Financial Markets
N/A—3,955,285-3,955,285-100%$380.7M———
Vanguard Global Advisers, LLC
N/A—3,814,831-3,814,831-100%$367.2M———
Orbis Allan Gray Ltd
N/A—3,734,888-3,734,888-100%$359.5M———
Canada Pension Plan Investment Board
N/A—3,731,976-3,731,976-100%$359.2M———
Clearbridge Investments, LLC
N/A—3,620,805-3,620,805-100%$348.5M———
Envestnet Asset Management Inc
N/A—3,517,073-3,517,073-100%$338.5M———
Vanguard Asset Management, Ltd
N/A—3,477,625-3,477,625-100%$334.7M———
HSBC Holdings PLC
N/A—3,443,150-3,443,150-100%$331.6M———
SG Americas Securities, LLC
N/A—3,284,960-3,284,960-100%$316.2M———
California Public Employees Retirement System
N/A—3,246,923-3,246,923-100%$312.5M———
Raymond James Financial Inc
N/A—3,055,670-3,055,670-100%$294.1M———
Rhumbline Advisers
N/A—3,012,544-3,012,544-100%$290.0M———
D1 Capital Partners L.P.
N/A—2,874,400-2,874,400-100%$276.7M———
California State Teachers Retirement System
N/A—2,721,470-2,721,470-100%$261.9M———
Prudential Financial Inc
N/A—2,489,976-2,489,976-100%$239.7M———
Natixis Advisors, LLC
N/A—2,420,638-2,420,638-100%$233.0M———
National Bank of Canada
N/A—2,417,056-2,417,056-100%$232.7M———
Victory Capital Management Inc
N/A—2,382,755-2,382,755-100%$229.3M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—2,341,740-2,341,740-100%$225.4M———
Neuberger Berman Group LLC
N/A—2,300,425-2,300,425-100%$221.6M———
Jupiter Asset Management LTD
N/A—2,199,577-2,199,577-100%$211.7M———
Dendur Capital LP
N/A—2,192,000-2,192,000-100%$211.0M———
Corvex Management LPA
N/A—2,160,581-2,160,581-100%$208.0M———
HighTower Advisors, LLC
N/A—2,027,922-2,027,922-100%$195.2M———
Employees Provident Fund Board
N/A—2,000,000-2,000,000-100%$192.5M———
AQR Capital Management LLC
N/A—1,988,816-1,988,816-100%$191.4M———
New York State Common Retirement Fund
N/A—1,910,610-1,910,610-100%$183.9M———
CIBC Bancorp USA Inc.
N/A—1,884,848-1,884,848-100%$181.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,833,665-1,833,665-100%$176.6M———
D. E. Shaw & Co., Inc.
N/A—1,809,481-1,809,481-100%$174.2M———
Susquehanna International Group, LLP
N/A—1,741,840-1,741,840-100%$167.7M———
H&H International Investment, LLC
N/A—1,706,600-1,706,600-100%$164.3M———
Van Eck Associates Corp
N/A—1,684,465-1,684,465-100%$162.1M———
Manufacturers Life Insurance Company, the
N/A—1,680,642-1,680,642-100%$161.8M———
Empower Advisory Group, LLC
N/A—1,606,937-1,606,937-100%$154.7M———
Aviva PLC
N/A—1,568,159-1,568,159-100%$150.9M———
State Board of Administration of Florida Retirement System
N/A—1,532,311-1,532,311-100%$147.5M———
Adage Capital Partners GP, L.L.C.
N/A—1,483,725-1,483,725-100%$142.8M———
Voya Investment Management LLC
N/A—1,455,584-1,455,584-100%$139.9M———
Ensign Peak Advisors, Inc
N/A—1,437,605-1,437,605-100%$138.4M———
Canada Life Assurance Co
N/A—1,422,482-1,422,482-100%$136.7M———
Pathstone Holdings, LLC
N/A—1,391,010-1,391,010-100%$134.1M———
Jones Financial Companies Lllp
N/A—1,373,777-1,373,777-100%$135.6M———
APG Asset Management N.V.
N/A—1,339,131-1,339,131-100%$112.7M———
Marshfield Associates
N/A—1,298,132-1,298,132-100%$124.9M———
BNP Paribas Asset Management Holding S.A.
N/A—1,257,663-1,257,663-100%$121.1M———
Cerity Partners LLC
N/A—1,205,463-1,205,463-100%$116.0M———
River Road Asset Management, LLC
N/A—1,147,993-1,147,993-100%$110.5M———
Korea Investment Corp
N/A—1,105,324-1,105,324-100%$106.4M———
Storebrand Asset Management AS
N/A—1,100,812-1,100,812-100%$106.0M———
Treasurer of the State of North Carolina
N/A—1,082,241-1,082,241-100%$104.2M———
Millennium Management LLC
N/A—1,078,500-1,078,500-100%$103.8M———
Resona Asset Management Co.,Ltd.
N/A—1,034,798-1,034,798-100%$100.2M———
Woodline Partners LP
N/A—1,027,083-1,027,083-100%$98.9M———
Man Group plc
N/A—1,012,753-1,012,753-100%$97.5M———
Chevy Chase Trust Holdings, LLC
N/A—986,475-986,475-100%$94.9M———
Quantinno Capital Management LP
N/A—980,995-980,995-100%$94.4M———
Stifel Financial Corp
N/A—978,493-978,493-100%$94.2M———
Schroder Investment Management Group
N/A—978,095-978,095-100%$94.1M———
SEI Investments Co
N/A—974,332-974,332-100%$93.8M———
TCW Group Inc
N/A—946,893-946,893-100%$91.1M———
State of Wisconsin Investment Board
N/A—944,921-944,921-100%$90.9M———
FIL Ltd
N/A—933,884-933,884-100%$89.9M———
Vanguard Investments Australia, Ltd.
N/A—904,111-904,111-100%$87.0M———
Citadel Advisors LLC
N/A—893,804-893,804-100%$86.0M———
Credit Agricole S A
N/A—858,708-858,708-100%$82.7M———
Royal London Asset Management LTD
N/A—849,838-849,838-100%$81.8M———
Mitsubishi UFJ Trust & Banking Corp
N/A—842,506-842,506-100%$81.1M———
Focus Partners Wealth
N/A—811,208-811,208-100%$78.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—796,318-796,318-100%$76.7M———
KLP Kapitalforvaltning AS
N/A—793,512-793,512-100%$76.9M———
Regal Partners Ltd
N/A—789,542-789,542-100%$76.0M———
M&T Bank Corp
N/A—777,314-777,314-100%$74.8M———
TD Asset Management Inc
N/A—777,070-777,070-100%$74.8M———
Crake Asset Management LLP
N/A—769,707-769,707-100%$74.1M———
Homestead Advisers Corp
N/A—738,057-738,057-100%$71.0M———
Nomura Asset Management Co LTD
N/A—733,063-733,063-100%$70.6M———
American Century Companies Inc
N/A—728,259-728,259-100%$70.1M———
Toronto Dominion Bank
N/A—725,646-725,646-100%$69.8M———
Trexquant Investment LP
N/A—713,429-713,429-100%$68.7M———
Tredje Ap-fonden
N/A—702,572-702,572-100%$67.6M———
Public Employees Retirement System of Ohio
N/A—697,152-697,152-100%$67.1M———
Lazard Asset Management LLC
N/A—684,219-684,219-100%$65.9M———
Jane Street Group, LLC
N/A—675,299-675,299-100%$65.0M———
Osaic Holdings, Inc.
N/A—661,394-661,394-100%$63.7M———
Rockefeller Capital Management L.P.
N/A—656,051-656,051-100%$63.2M———
Ariel Investments, LLC
N/A—635,446-635,446-100%$61.2M———
Nan Shan Life Insurance Co., Ltd.
N/A—630,489-630,489-100%$60.7M———
Clal Insurance Enterprises Holdings Ltd
N/A—623,093-623,093-100%$60.2M———
United Capital Financial Advisors, LLC
N/A—620,540-620,540-100%$59.7M———
State of Tennessee, Department of Treasury
N/A—610,110-610,110-100%$58.7M———
Cetera Investment Advisers
N/A—607,671-607,671-100%$58.5M———
Klingenstein Fields & Co LP
N/A—600,607-600,607-100%$57.8M———
Teacher Retirement System of Texas
N/A—598,504-598,504-100%$57.6M———
Commerce Bank
N/A—593,221-593,221-100%$57.1M———
Scharf Investments, LLC
N/A—591,045-591,045-100%$56.9M———
Macquarie Group LTD
N/A—589,580-589,580-100%$56.7M———
Glenmede Trust Co NA
N/A—576,537-576,537-100%$55.5M———
Long Focus Capital Management, LLC
N/A—565,000-565,000-100%$54.4M———
Shapiro Capital Management LLC
N/A—549,006-549,006-100%$52.8M———
Giverny Capital Inc.
N/A—515,567-515,567-100%$49.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—507,146-507,146-100%$48.8M———
First Trust Advisors LP
N/A—485,870-485,870-100%$46.8M———
Tocqueville Asset Management L.P.
N/A—473,112-473,112-100%$45.5M———
DigitalBridge Group, Inc.
N/A—461,728-461,728-100%$44.4M———
Clark Capital Management Group, Inc.
N/A—453,782-453,782-100%$43.7M———
MML Investors Services, LLC
N/A—453,572-453,572-100%$43.7M———
Allianz Asset Management GmbH
N/A—450,625-450,625-100%$43.4M———
DnB Asset Management AS
N/A—445,675-445,675-100%$42.9M———
Mariner, LLC
N/A—443,095-443,095-100%$42.7M———
Gotham Asset Management, LLC
N/A—442,658-442,658-100%$42.6M———
CIBC World Market Inc.
N/A—441,934-441,934-100%$42.5M———
Shelton Capital Management
N/A—434,834-434,834-100%$41.9M———
Caisse de Depot ET Placement DU Quebec
N/A—433,852-433,852-100%$41.8M———
CapitalatWork S.A.
N/A—409,730-409,730-100%$39.4M———
Federation des caisses Desjardins du Quebec
N/A—403,436-403,436-100%$38.8M———
MetLife Investment Management, LLC
N/A—397,890-397,890-100%$38.3M———
LOS Angeles Capital Management LLC
N/A—380,696-380,696-100%$36.6M———
Vinva Investment Management Ltd
N/A—378,353-378,353-100%$37.3M———
ING Groep NV
N/A—373,003-373,003-100%$35.9M———
Cannell & Spears LLC
N/A—369,357-369,357-100%$35.6M———
Causeway Capital Management LLC
N/A—360,600-360,600-100%$34.7M———
Bronte Capital Management Pty Ltd.
N/A—360,243-360,243-100%$34.7M———
Kahn Brothers Group Inc
N/A—359,092-359,092-100%$34.6M———
Gabelli Funds LLC
N/A—358,461-358,461-100%$34.5M———
Whittier Trust Co
N/A—355,027-355,027-100%$34.6M———
Blair William & Co
N/A—351,627-351,627-100%$33.8M———
Scotia Capital Inc.
N/A—347,564-347,564-100%$33.5M———
Sanctuary Advisors, LLC
N/A—340,314-340,314-100%$32.8M———
Tidal Investments LLC
N/A—339,771-339,771-100%$32.7M———
Captrust Financial Advisors
N/A—333,976-333,976-100%$32.1M———
J. Stern & Co. LLP
N/A—332,056-332,056-100%$32.0M———
Empowered Funds, LLC
N/A—325,064-325,064-100%$31.3M———
Janney Montgomery Scott LLC
N/A—324,330-324,330-100%$31.2M———
Leith Wheeler Investment Counsel Ltd.
N/A—318,257-318,257-100%$30.6M———
Public Sector Pension Investment Board
N/A—309,093-309,093-100%$29.8M———
Varma Mutual Pension Insurance Co
N/A—308,894-308,894-100%$29.7M———
Zurich Insurance Group Ltd
N/A—307,553-307,553-100%$29.6M———
USS Investment Management Ltd
N/A—305,407-305,407-100%$29.4M———
Gamco Investors, Inc. ET AL
N/A—301,612-301,612-100%$29.0M———
1832 Asset Management L.P.
N/A—301,311-301,311-100%$29.0M———
Teachers Retirement System of the State of Kentucky
N/A—301,243-301,243-100%$29.0M———
Federated Hermes, Inc.
N/A—297,499-297,499-100%$28.6M———
Chescapmanager LLC
N/A—289,997-289,997-100%$27.9M———
Northwestern Mutual Wealth Management Co
N/A—288,690-288,690-100%$27.8M———
Bridgeway Capital Management, LLC
N/A—286,195-286,195-100%$27.5M———
Evelyn Partners Group Ltd
N/A—282,681-282,681-100%$27.2M———
Destination Wealth Management
N/A—274,771-274,771-100%$26.4M———
Mercer Global Advisors Inc
N/A—273,666-273,666-100%$26.3M———
Tremblant Capital Group
N/A—271,194-271,194-100%$26.1M———
Utah Retirement Systems
N/A—269,378-269,378-100%$25.9M———
Groupama Asset Managment
N/A—268,135-268,135-100%$26.4M———
Nissay Asset Management Corp N
N/A—267,802-267,802-100%$25.8M———
British Columbia Investment Management Corp
N/A—265,608-265,608-100%$25.6M———
Dodge & COX
N/A—261,007-261,007-100%$25.1M———
Delta Asset Management LLC
N/A—260,538-260,538-100%$25.1M———
Rathbones Group PLC
N/A—258,299-258,299-100%$24.9M———
Bank of Nova Scotia
N/A—256,929-256,929-100%$24.7M———
Peapack Gladstone Financial Corp
N/A—255,758-255,758-100%$24.6M———
Wilkinson Global Asset Management LLC
N/A—255,313-255,313-100%$24.6M———
Andra Ap-fonden
N/A—254,320-254,320-100%$24.5M———
Ilex Capital Partners (UK) LLP
N/A—253,353-253,353-100%$24.4M———
Easterly Investment Partners LLC
N/A—250,903-250,903-100%$24.1M———
Beacon Pointe Advisors, LLC
N/A—245,477-245,477-100%$23.6M———
Pinebridge Investments LLC
N/A—244,279-244,279-100%$23.5M———
MAI Capital Management
N/A—240,989-240,989-100%$23.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—239,985-239,985-100%$23.1M———
Fora Capital, LLC
N/A—239,469-239,469-100%$23.0M———
Lone Peak Global Investors LLC
N/A—231,050-231,050-100%$22.2M———
Elo Mutual Pension Insurance Co
N/A—230,061-230,061-100%$22.1M———
Insigneo Advisory Services, LLC
N/A—229,592-229,592-100%$22.1M———
Prudential PLC
N/A—227,181-227,181-100%$21.9M———
Becker Capital Management Inc
N/A—225,758-225,758-100%$21.9M———
Ilmarinen Mutual Pension Insurance Co
N/A—224,221-224,221-100%$21.6M———
Public Employees Retirement Association of Colorado
N/A—224,051-224,051-100%$21.6M———
Brown Advisory Inc
N/A—223,617-223,617-100%$21.5M———
Wesleyan Assurance Society
N/A—222,689-222,689-100%$21.4M———
O'shaughnessy Asset Management, LLC
N/A—222,329-222,329-100%$21.4M———
Rheos Capital Works Inc.
N/A—220,000-220,000-100%$21.2M———
Guggenheim Capital LLC
N/A—218,527-218,527-100%$21.0M———
Capital Analysts, LLC
N/A—213,540-213,540-100%$20.6M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—213,206-213,206-100%$20.5M———
Steward Partners Investment Advisory, LLC
N/A—212,883-212,883-100%$20.5M———
Ruffer LLP
N/A—211,815-211,815-100%$20.4M———
NewEdge Advisors, LLC
N/A—206,758-206,758-100%$19.9M———
Nomura Asset Management International Inc.
N/A—203,811-203,811-100%$19.6M———
Grace & Mercy Foundation, Inc.
N/A—201,100-201,100-100%$19.4M———
Banco Santander, S.A.
N/A—200,485-200,485-100%$19.3M———
Clark Estates Inc
N/A—200,000-200,000-100%$19.3M———
Vanguard Personalized Indexing Management, LLC
N/A—199,560-199,560-100%$19.2M———
Fayez Sarofim & Co
N/A—199,530-199,530-100%$19.2M———
Marshall Wace, LLP
N/A—199,219-199,219-100%$19.2M———
First National Bank of Omaha
N/A—189,187-189,187-100%$18.4M———
Martingale Asset Management L P
N/A—189,004-189,004-100%$18.2M———
Waverly Advisors, LLC
N/A—188,349-188,349-100%$18.1M———
Allianz SE
N/A—188,243-188,243-100%$18.1M———
&partners
N/A—187,939-187,939-100%$18.0M———
First Manhattan Co. Llc.
N/A—187,732-187,732-100%$18.2M———
Nomura Holdings Inc
N/A—185,535-185,535-100%$17.9M———
Bluespring Wealth Management, LLC
N/A—184,355-184,355-100%$17.7M———
Ancora Advisors LLCA
N/A—179,843-179,843-100%$17.3M———
QRG Capital Management, Inc.
N/A—178,026-178,026-100%$17.1M———
Cornerstone Capital, Inc.
N/A—175,722-175,722-100%$16.9M———
Mairs & Power Inc
N/A—173,626-173,626-100%$16.7M———
Cresset Asset Management, LLC
N/A—170,893-170,893-100%$16.6M———
South Dakota Investment Council
N/A—168,057-168,057-100%$16.2M———
Mediolanum International Funds Ltd
N/A—162,499-162,499-100%$16.0M———
Semper Augustus Investments Group LLC
N/A—160,653-160,653-100%$15.5M———
North Star Asset Management Inc
N/A—160,151-160,151-100%$15.4M———
Bragg Financial Advisors, Inc
N/A—157,482-157,482-100%$15.2M———
Whittier Trust Co of Nevada Inc
N/A—156,275-156,275-100%$15.2M———
Rafferty Asset Management, LLC
N/A—155,111-155,111-100%$14.9M———
Windward Capital Management Co
N/A—153,267-153,267-100%$14.8M———
Omers Administration Corp
N/A—147,470-147,470-100%$14.2M———
Capital International, Inc.
N/A—147,031-147,031-100%$14.2M———
Boothbay Fund Management, LLC
N/A—145,589-145,589-100%$14.0M———
Mane Global Capital Management LP
N/A—142,302-142,302-100%$13.7M———
Employees Retirement System of Texas
N/A—141,674-141,674-100%$13.6M———
RBO & Co LLC
N/A—137,879-137,879-100%$13.3M———
Stonebridge Capital Advisors LLC
N/A—135,912-135,912-100%$13.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—135,166-135,166-100%$13.0M———
Private Advisor Group, LLC
N/A—132,933-132,933-100%$12.8M———
Atlantic Union Bankshares Corp
N/A—132,793-132,793-100%$12.8M———
Composition Wealth, LLC
N/A—129,890-129,890-100%$12.5M———
Pacer Advisors, Inc.
N/A—129,628-129,628-100%$12.5M———
Delaney Capital Management Ltd.
N/A—128,813-128,813-100%$12.4M———
Lathrop Investment Management Co
N/A—127,420-127,420-100%$12.3M———
Zuckerman Investment Group, LLC
N/A—125,933-125,933-100%$12.1M———
Erste Asset Management GmbH
N/A—125,132-125,132-100%$12.3M———
XTX Topco Ltd
N/A—125,021-125,021-100%$12.0M———
Venturi Wealth Management, LLC
N/A—124,223-124,223-100%$12.0M———
Saudi Central Bank
N/A—124,006-124,006-100%$11.9M———
Osborne Partners Capital Management, LLC
N/A—123,970-123,970-100%$11.9M———
Capital Fund Management S.A.
N/A—123,799-123,799-100%$11.9M———
Lombard Odier Asset Management (Switzerland) SA
N/A—121,964-121,964-100%$11.7M———
Massachusetts Financial Services Co
N/A—121,119-121,119-100%$12.4M———
Black Cypress Capital Management, LLC
N/A—120,475-120,475-100%$11.6M———
Drexel Morgan & Co.
N/A—116,683-116,683-100%$11.2M———
Punch & Associates Investment Management, Inc.
N/A—116,186-116,186-100%$11.2M———
Equitable Holdings, Inc.
N/A—114,615-114,615-100%$11.0M———
CCM Investment Advisers LLC
N/A—113,896-113,896-100%$11.0M———
Investment Management Corp of Ontario
N/A—112,960-112,960-100%$10.9M———
Kentucky Retirement Systems
N/A—112,152-112,152-100%$10.8M———
Mark Asset Management LP
N/A—111,337-111,337-100%$10.7M———
IQ EQ Fund Management (Ireland) Ltd
N/A—111,100-111,100-100%$10.7M———
Sequoia Financial Advisors, LLC
N/A—110,593-110,593-100%$10.6M———
Tudor Investment Corp ET AL
N/A—110,093-110,093-100%$10.6M———
Norinchukin Bank, The
N/A—109,923-109,923-100%$10.6M———
Aptus Capital Advisors, LLC
N/A—109,800-109,800-100%$10.6M———
Silvercrest Asset Management Group LLC
N/A—108,824-108,824-100%$10.5M———
Dakota Wealth Management
N/A—106,315-106,315-100%$10.2M———
Iyo Bank, Ltd.
N/A—105,780-105,780-100%$10.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—103,792-103,792-100%$10.0M———
AE Wealth Management LLC
N/A—103,350-103,350-100%$9.9M———
Fiduciary Trust Co
N/A—101,895-101,895-100%$9.8M———
Blackhill Capital Inc
N/A—101,500-101,500-100%$9.8M———
DCM Advisors, LLC
N/A—101,355-101,355-100%$9.8M———
Cambria Investment Management, L.P.
N/A—101,333-101,333-100%$9.8M———
Azimuth Capital Investment Management LLC
N/A—100,510-100,510-100%$9.7M———
Peak Asset Management, LLC
N/A—100,333-100,333-100%$9.7M———
Bleakley Financial Group, LLC
N/A—98,861-98,861-100%$9.5M———
Artisan Partners Limited Partnership
N/A—97,862-97,862-100%$9.4M———
Bartlett & Co. Wealth Management LLC
N/A—94,074-94,074-100%$9.1M———
Huntington National Bank
N/A—93,758-93,758-100%$9.0M———
Seaview Investment Managers LLC
N/A—93,748-93,748-100%$9.0M———
Cary Street Partners Financial LLC
N/A—93,616-93,616-100%$9.0M———
Stratos Wealth Partners, Ltd.
N/A—93,534-93,534-100%$9.0M———
Orion Porfolio Solutions, LLC
N/A—92,668-92,668-100%$8.9M———
Ossiam
N/A—92,496-92,496-100%$8.9M———
DRH Investments, Inc.
N/A—90,715-90,715-100%$8.7M———
World Investment Advisors
N/A—90,004-90,004-100%$8.7M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—89,154-89,154-100%$8.6M———
Fiduciary Group, LLC
N/A—88,955-88,955-100%$8.6M———
Trajan Wealth LLC
N/A—88,914-88,914-100%$8.6M———
EP Wealth Advisors, LLC
N/A—87,040-87,040-100%$8.4M———
Holowesko Partners Ltd.
N/A—86,900-86,900-100%$8.4M———
Pinnacle Financial Partners, Inc.
N/A—86,156-86,156-100%$8.3M———
BNP Paribas
N/A—85,547-85,547-100%$8.3M———
Steigerwald, Gordon & Koch Inc.
N/A—85,249-85,249-100%$8.2M———
Berkshire Asset Management LLC
N/A—85,031-85,031-100%$8.2M———
Arax Advisory Partners
N/A—84,579-84,579-100%$8.1M———
Stamos Capital Partners, L.P.
N/A—82,186-82,186-100%$7.9M———
Allstate Corp
N/A—82,102-82,102-100%$7.9M———
Callan Family Office, LLC
N/A—81,834-81,834-100%$7.9M———
Integrated Wealth Concepts LLC
N/A—81,113-81,113-100%$7.8M———
Round Hill Asset Management
N/A—80,326-80,326-100%$7.7M———
Boston Family Office LLC
N/A—79,592-79,592-100%$7.7M———
Colonial Trust Advisors
N/A—78,342-78,342-100%$7.5M———
First Foundation Advisors
N/A—78,099-78,099-100%$7.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—77,717-77,717-100%$7.5M———
Klcm Advisors, Inc.
N/A—77,044-77,044-100%$7.4M———
Oversea-Chinese Banking Corp Ltd
N/A—75,811-75,811-100%$7.3M———
Socorro Asset Management LP
N/A—75,503-75,503-100%$7.3M———
Choate Investment Advisors
N/A—73,090-73,090-100%$7.0M———
Balyasny Asset Management L.P.
N/A—72,803-72,803-100%$7.0M———
Howe & Rusling Inc
N/A—72,376-72,376-100%$7.0M———
Horizon Investments, LLC
N/A—72,299-72,299-100%$7.0M———
Ally Financial Inc.
N/A—72,000-72,000-100%$6.9M———
Te Ahumairangi Investment Management Ltd
N/A—70,500-70,500-100%$6.8M———
Winslow Asset Management Inc
N/A—69,936-69,936-100%$6.7M———
WCG Wealth Advisors LLC
N/A—69,711-69,711-100%$6.7M———
Bradley Foster & Sargent Inc
N/A—69,669-69,669-100%$6.7M———
Providence Capital Advisors, LLC
N/A—68,479-68,479-100%$6.6M———
Mufg Securities Emea plc
N/A—67,968-67,968-100%$6.5M———
Vestmark Advisory Solutions, Inc.
N/A—67,967-67,967-100%$6.5M———
a16z Perennial Management, L.P.
N/A—67,804-67,804-100%$6.5M———
Envestnet Portfolio Solutions, Inc.
N/A—67,712-67,712-100%$6.5M———
VAN DEN Berg Management I, Inc
N/A—67,131-67,131-100%$6.5M———
Longfellow Investment Management Co LLC
N/A—66,639-66,639-100%$6.4M———
Brevan Howard Capital Management LP
N/A—65,837-65,837-100%$6.3M———
Osprey Private Wealth LLC
N/A—63,597-63,597-100%$6.1M———
Empirical Finance, LLC
N/A—62,942-62,942-100%$6.1M———
RWA Wealth Partners, LLC
N/A—62,555-62,555-100%$6.0M———
EFG International AG
N/A—62,075-62,075-100%$6.0M———
Ironwood Investment Counsel, LLC
N/A—62,038-62,038-100%$6.0M———
Brown Brothers Harriman & Co
N/A—61,136-61,136-100%$5.9M———
Sand Hill Global Advisors, LLC
N/A—61,038-61,038-100%$5.9M———
Daiichi Life Insurance Co., Ltd.
N/A—60,162-60,162-100%$5.8M———
Impax Asset Management Group plc
N/A—60,075-60,075-100%$5.8M———
Principal Securities, Inc.
N/A—59,674-59,674-100%$5.7M———
Mutual Advisors, LLC
N/A—58,846-58,846-100%$5.7M———
Saber Capital Managment, LLC
N/A—58,095-58,095-100%$5.6M———
Siemens Fonds Invest GmbH
N/A—57,594-57,594-100%$5.5M———
Capstone Investment Advisors, LLC
N/A—57,044-57,044-100%$5.5M———
Bank of Nova Scotia Trust Co
N/A—55,963-55,963-100%$5.4M———
LGT Group Foundation
N/A—55,948-55,948-100%$5.4M———
Northwestern Mutual Investment Management Company, LLC
N/A—55,676-55,676-100%$5.4M———
Groupe la Francaise
N/A—55,576-55,576-100%$5.3M———
Summit Trail Advisors, LLC
N/A—55,265-55,265-100%$5.3M———
Metis Global Partners, LLC
N/A—54,307-54,307-100%$5.2M———
B & T Capital Management DBA Alpha Capital Management
N/A—54,237-54,237-100%$5.2M———
Callahan Advisors, LLC
N/A—54,234-54,234-100%$5.2M———
Asset Management Group, Inc.
N/A—54,044-54,044-100%$5.2M———
Farmers National Bank
N/A—54,002-54,002-100%$5.2M———
Stephens Inc
N/A—53,999-53,999-100%$5.2M———
Rodgers Brothers Inc.
N/A—53,376-53,376-100%$5.1M———
Sompo Asset Management Co., Ltd.
N/A—52,733-52,733-100%$5.1M———
Mufg Securities Americas Inc.
N/A—52,301-52,301-100%$5.0M———
Texas Yale Capital Corp.
N/A—51,968-51,968-100%$5.0M———
Financial Avengers, Inc.
N/A—51,562-51,562-100%$5.0M———
Wealthspire Advisors, LLC
N/A—51,421-51,421-100%$4.9M———
Independent Advisor Alliance
N/A—51,235-51,235-100%$4.9M———
OneDigital Investment Advisors LLC
N/A—50,146-50,146-100%$4.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—50,117-50,117-100%$4.8M———
Ironvine Capital Partners, LLC
N/A—49,751-49,751-100%$4.8M———
Arkadios Wealth Advisors
N/A—49,669-49,669-100%$4.8M———
Summit Financial, LLC
N/A—49,465-49,465-100%$4.8M———
Pettyjohn, Wood & White, Inc
N/A—49,387-49,387-100%$4.8M———
Bridgewater Associates, LP
N/A—49,331-49,331-100%$4.7M———
Johnson Investment Counsel Inc
N/A—48,643-48,643-100%$4.7M———
Graybill Wealth Management, Ltd.
N/A—48,124-48,124-100%$4.6M———
DRW Securities, LLC
N/A—47,879-47,879-100%$4.6M———
Boston Research & Management Inc
N/A—47,627-47,627-100%$4.6M———
Advisory Services Network, LLC
N/A—47,168-47,168-100%$4.5M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—46,541-46,541-100%$4.5M———
PFG Investments, LLC
N/A—46,149-46,149-100%$4.4M———
Commerzbank Aktiengesellschaft
N/A—46,086-46,086-100%$4.4M———
Vident Advisory, LLC
N/A—45,973-45,973-100%$4.4M———
IEQ Capital, LLC
N/A—45,846-45,846-100%$4.4M———
CI Investments Inc.
N/A—45,802-45,802-100%$4.4M———
MidFirst Bank
N/A—45,653-45,653-100%$4.4M———
ExodusPoint Capital Management, LP
N/A—45,525-45,525-100%$4.4M———
Benjamin Edwards Inc
N/A—45,420-45,420-100%$4.4M———
Snowden Capital Advisors LLC
N/A—44,668-44,668-100%$4.3M———
First American Trust, FSB
N/A—44,223-44,223-100%$4.3M———
LMR Partners LLP
N/A—43,979-43,979-100%$4.2M———
Mmbg Investment Advisors Co.
N/A—43,807-43,807-100%$4.2M———
Caprock Group, LLC
N/A—43,727-43,727-100%$4.2M———
Icon Wealth Advisors, LLC
N/A—43,115-43,115-100%$4.1M———
Cullen Capital Management, LLC
N/A—42,518-42,518-100%$4.1M———
1ST Source Bank
N/A—41,996-41,996-100%$4.0M———
Keystone Financial Group
N/A—40,839-40,839-100%$3.9M———
Simmons Bank
N/A—40,746-40,746-100%$3.9M———
Global Retirement Partners, LLC
N/A—40,690-40,690-100%$3.9M———
Dorsey & Whitney Trust Co LLC
N/A—40,638-40,638-100%$3.9M———
Infusive Asset Management Inc.
N/A—39,759-39,759-100%$3.8M———
German American Bancorp, Inc.
N/A—39,694-39,694-100%$3.8M———
Cumberland Partners Ltd
N/A—39,413-39,413-100%$3.8M———
Focus Partners Advisor Solutions, LLC
N/A—39,145-39,145-100%$3.8M———
Logan Capital Management Inc
N/A—39,130-39,130-100%$3.8M———
Anchor Investment Management, LLC
N/A—38,665-38,665-100%$3.7M———
Banque Cantonale Vaudoise
N/A—38,329-38,329-100%$3.7M———
IHT Wealth Management, LLC
N/A—38,187-38,187-100%$3.7M———
Two Sigma Investments, LP
N/A—37,896-37,896-100%$3.6M———
Cape COD Five Cents Savings Bank
N/A—37,329-37,329-100%$3.6M———
Centiva Capital, LP
N/A—37,169-37,169-100%$3.6M———
Glassy Mountain Advisors, Inc.
N/A—36,617-36,617-100%$3.5M———
Haverford Trust Co
N/A—35,814-35,814-100%$3.4M———
Edmond de Rothschild Holding S.A.
N/A—35,729-35,729-100%$3.4M———
Bridges Investment Management Inc
N/A—35,452-35,452-100%$3.4M———
Vestcor Inc
N/A—35,406-35,406-100%$3.4M———
Kingsview Wealth Management, LLC
N/A—35,032-35,032-100%$3.4M———
Ostrum Asset Management
N/A—34,810-34,810-100%$3.4M———
Inkwell Capital LLC
N/A—34,726-34,726-100%$3.3M———
Evercore Wealth Management, LLC
N/A—34,706-34,706-100%$3.3M———
Lafayette Investments, Inc.
N/A—34,699-34,699-100%$3.3M———
Bridgewater Advisors Inc.
N/A—34,377-34,377-100%$3.4M———
Hancock Whitney Corp
N/A—34,332-34,332-100%$3.3M———
Morton Community Bank
N/A—33,830-33,830-100%$3.3M———
Caisse DES Depots ET Consignations
N/A—33,706-33,706-100%$3.2M———
Twin Capital Management Inc
N/A—33,578-33,578-100%$3.2M———
Broad Run Investment Management, LLC
N/A—33,559-33,559-100%$3.2M———
Curi Capital, LLC
N/A—33,406-33,406-100%$3.2M———
Catalyst Funds Management Pty Ltd
N/A—33,151-33,151-100%$3.2M———
Nicolet Bankshares Inc
N/A—32,640-32,640-100%$3.2M———
Meeder Advisory Services, Inc.
N/A—32,589-32,589-100%$3.1M———
Capital International Sarl
N/A—32,071-32,071-100%$3.1M———
RiverFront Investment Group, LLC
N/A—32,060-32,060-100%$3.1M———
Tower Research Capital LLC (TRC)
N/A—31,865-31,865-100%$3.1M———
Campbell & Co Investment Adviser LLC
N/A—31,850-31,850-100%$3.1M———
Maven Securities LTD
N/A—31,838-31,838-100%$3.1M———
Forum Finance Group S.A.
N/A—30,873-30,873-100%$2.4K———
Bluefin Capital Management, LLC
N/A—30,800-30,800-100%$3.0M———
Gladstone Institutional Advisory LLC
N/A—30,411-30,411-100%$2.9M———
Landscape Capital Management, L.L.C.
N/A—30,329-30,329-100%$2.9M———
Arvest Bank Trust Division
N/A—29,915-29,915-100%$2.9M———
Field & Main Bank
N/A—29,867-29,867-100%$2.9M———
Northstar Group, Inc.
N/A—29,696-29,696-100%$2.9M———
AustralianSuper Pty Ltd
N/A—29,647-29,647-100%$2.9M———
Savvy Advisors, Inc.
N/A—28,946-28,946-100%$2.8M———
Centaurus Financial, Inc.
N/A—28,680-28,680-100%$2.8M———
SlateStone Wealth, LLC
N/A—28,336-28,336-100%$2.7M———
Meiji Yasuda Asset Management Co Ltd.
N/A—28,273-28,273-100%$2.7M———
Mosaic Family Wealth Partners, LLC
N/A—27,834-27,834-100%$2.7M———
DoubleLine ETF Adviser LP
N/A—27,326-27,326-100%$2.6M———
Guardian Capital LP
N/A—27,226-27,226-100%$2.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—27,074-27,074-100%$2.6M———
Moneta Group Investment Advisors LLC
N/A—26,904-26,904-100%$2.6M———
SIG Brokerage, LP
N/A—26,362-26,362-100%$2.5M———
One Capital Management, LLC
N/A—26,264-26,264-100%$2.5M———
RNC Capital Management LLC
N/A—26,028-26,028-100%$2.5M———
Keel Point, LLC
N/A—25,938-25,938-100%$2.5M———
Modern Wealth Management, LLC
N/A—25,843-25,843-100%$2.5M———
Financial Gravity Companies, Inc.
N/A—25,746-25,746-100%$2.5M———
M. Kulyk & Associates, LLC
N/A—25,645-25,645-100%$2.5M———
Sprucegrove Investment Management LTD
N/A—25,541-25,541-100%$2.5M———
CTC LLC
N/A—25,453-25,453-100%$2.4M———
Hillman Capital Management, Inc.
N/A—25,385-25,385-100%$2.4M———
Colonial Trust Co / SC
N/A—25,380-25,380-100%$2.4M———
CM Management, LLC
N/A—25,000-25,000-100%$2.4M———
NorthRock Partners, LLC
N/A—24,892-24,892-100%$2.4M———
Tevis Investment Management
N/A—24,855-24,855-100%$2.4M———
Stock Yards Bank & Trust Co
N/A—24,696-24,696-100%$2.4M———
Whalerock Point Partners, LLC
N/A—24,662-24,662-100%$2.4M———
Howard Hughes Medical Institute
N/A—24,660-24,660-100%$2.4M———
Ceeto Capital Group, LLC
N/A—24,600-24,600-100%$2.4M———
Limestone Investment Advisors LP
N/A—24,273-24,273-100%$2.3M———
Constant Guidance Financial LLC
N/A—24,001-24,001-100%$2.3M———
Smartleaf Asset Management LLC
N/A—23,783-23,783-100%$2.3M———
Northwest & Ethical Investments L.P.
N/A—23,319-23,319-100%$2.2M———
Schonfeld Strategic Advisors LLC
N/A—23,119-23,119-100%$2.2M———
Intellectus Partners, LLC
N/A—22,928-22,928-100%$2.2M———
Vista Investment Management
N/A—22,917-22,917-100%$2.2M———
Manhattan West Asset Management, LLC
N/A—22,450-22,450-100%$2.2M———
Ballentine Partners, LLC
N/A—22,289-22,289-100%$2.1M———
Baldwin Investment Management, LLC
N/A—22,282-22,282-100%$2.1M———
Essex Financial Services, Inc.
N/A—22,175-22,175-100%$2.1M———
Palouse Capital Management, Inc.
N/A—22,152-22,152-100%$2.1M———
Naviter Wealth, LLC
N/A—21,970-21,970-100%$2.1M———
Rothschild Investment LLC
N/A—21,811-21,811-100%$2.1M———
Castlekeep Investment Advisors LLC
N/A—21,806-21,806-100%$2.1M———
Westpac Banking Corp
N/A—21,529-21,529-100%$2.1M———
Jasper Ridge Partners, L.P.
N/A—21,112-21,112-100%$2.0M———
Transcend Capital Advisors, LLC
N/A—21,063-21,063-100%$2.0M———
First Western Trust Bank
N/A—20,671-20,671-100%$2.0M———
Douglass Winthrop Advisors, LLC
N/A—20,439-20,439-100%$2.0M———
Westmount Partners, LLC
N/A—20,032-20,032-100%$1.9M———
Dkrt Investments Corp.
N/A—20,000-20,000-100%$1.9M———
RB Capital Management, LLC
N/A—19,922-19,922-100%$1.9M———
Flputnam Investment Management Co
N/A—19,841-19,841-100%$1.9M———
Frec Markets, Inc.
N/A—19,672-19,672-100%$1.9M———
Rehmann Capital Advisory Group
N/A—19,054-19,054-100%$1.8M———
Coastal Bridge Advisors, LLC
N/A—18,958-18,958-100%$1.8M———
Ingalls & Snyder LLC
N/A—18,944-18,944-100%$1.8M———
Hills Bank & Trust Co
N/A—18,901-18,901-100%$1.8M———
Kovack Advisors, Inc.
N/A—18,777-18,777-100%$1.8M———
First National Advisers, LLC
N/A—18,746-18,746-100%$1.8M———
Dover Advisors, LLC
N/A—18,739-18,739-100%$2.1M———
Sumitomo Life Insurance Co
N/A—18,720-18,720-100%$1.8M———
Jump Financial, LLC
N/A—18,661-18,661-100%$1.8M———
Foundations Investment Advisors, LLC
N/A—18,596-18,596-100%$1.8M———
HM Payson & Co
N/A—18,499-18,499-100%$1.8M———
Earnest Partners LLC
N/A—18,477-18,477-100%$1.8M———
Fidelis Capital Partners, LLC
N/A—18,124-18,124-100%$1.7M———
Baader Bank Aktiengesellschaft
N/A—18,051-18,051-100%$1.7M———
Stance Capital LLC
N/A—17,905-17,905-100%$1.7M———
Wealth Alliance, LLC
N/A—17,871-17,871-100%$1.7M———
DJE Kapital AG
N/A—17,810-17,810-100%$1.7M———
Advisors Capital Management, LLC
N/A—17,612-17,612-100%$1.7M———
Virtus Investment Advisers, LLC
N/A—17,610-17,610-100%$1.7M———
Invst, LLC
N/A—17,545-17,545-100%$1.7M———
RD Lewis Holdings, Inc.
N/A—17,536-17,536-100%$1.8M———
Pure Financial Advisors, LLC
N/A—17,380-17,380-100%$1.7M———
MSA Advisors, LLC
N/A—17,190-17,190-100%$1.7M———
Voya Financial Advisors, Inc.
N/A—17,143-17,143-100%$1.7M———
Horizon Family Wealth, Inc.
N/A—17,143-17,143-100%$1.7M———
RiverPark Advisors, LLC
N/A—17,060-17,060-100%$1.6M———
Davis R M Inc
N/A—17,041-17,041-100%$1.7M———
Jaffetilchin Investment Partners, LLC
N/A—16,887-16,887-100%$1.6M———
Kintra Wealth, LLC
N/A—16,841-16,841-100%$1.8M———
Orographic Financial Advisors, LLC
N/A—16,838-16,838-100%$1.7K———
Ameritas Advisory Services, LLC
N/A—16,586-16,586-100%$1.6M———
Charter Research & Investment Group, Inc.
N/A—16,584-16,584-100%$1.6M———
Fairtree Asset Management (Pty) Ltd
N/A—16,523-16,523-100%$1.6M———
Saranac Partners Ltd
N/A—16,434-16,434-100%$1.6M———
Banque Transatlantique SA
N/A—16,336-16,336-100%$1.6M———
NewEdge Wealth, LLC
N/A—16,200-16,200-100%$1.6M———
Frisch Financial Group, Inc.
N/A—16,160-16,160-100%$1.6M———
Cladis Investment Advisory, LLC
N/A—16,139-16,139-100%$1.6M———
IAT Reinsurance Co Ltd.
N/A—16,133-16,133-100%$6.0M———
V2 Financial group LLC
N/A—16,110-16,110-100%$1.6M———
Syon Capital LLC
N/A—16,084-16,084-100%$1.5M———
Alteri Wealth LLC
N/A—15,950-15,950-100%$1.5M———
Roundview Capital LLC
N/A—15,939-15,939-100%$1.5M———
44 Wealth Management LLC
N/A—15,856-15,856-100%$1.5M———
Weik Capital Management
N/A—15,744-15,744-100%$1.5M———
Lighthouse Investment Partners, LLC
N/A—15,640-15,640-100%$1.5M———
Clarkston Capital Partners, LLC
N/A—15,606-15,606-100%$1.5M———
Checchi Capital Advisers, LLC
N/A—15,583-15,583-100%$1.5M———
Smith, Moore & Co.
N/A—15,520-15,520-100%$1.5M———
LGT Fund Management Co Ltd.
N/A—15,470-15,470-100%$1.5M———
ST Germain D J Co Inc
N/A—15,404-15,404-100%$1.5M———
Ameritas Investment Partners, Inc.
N/A—15,345-15,345-100%$1.5M———
SageView Advisory Group, LLC
N/A—15,295-15,295-100%$1.5M———
Sterneck Capital Management, LLC
N/A—15,030-15,030-100%$1.4M———
Qtron Investments LLC
N/A—14,954-14,954-100%$1.4M———
Argent Advisors, Inc.
N/A—14,597-14,597-100%$1.4M———
Broadwater Capital Management LLC
N/A—14,212-14,212-100%$1.4M———
GeoWealth Management, LLC
N/A—14,197-14,197-100%$1.4M———
Omnia Family Wealth, LLC
N/A—14,193-14,193-100%$1.4M———
Turim 21 Investimentos Ltda.
N/A—14,169-14,169-100%$1.4M———
Regal Investment Advisors LLC
N/A—14,097-14,097-100%$1.4M———
Mount Capital Ltd
N/A—13,951-13,951-100%$1.3M———
Perennial Investment Advisors, LLC
N/A—13,898-13,898-100%$1.3M———
Auxier Asset Management LLC
N/A—13,852-13,852-100%$1.3M———
BSW Wealth Partners
N/A—13,802-13,802-100%$1.3M———
Monetta Financial Services Inc
N/A—13,800-13,800-100%$1.3M———
Fort Sheridan Advisors LLC
N/A—13,780-13,780-100%$1.3M———
CreativeOne Wealth, LLC
N/A—13,701-13,701-100%$1.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—13,684-13,684-100%$1.3M———
Point72 Asset Management, L.P.
N/A—13,400-13,400-100%$1.3M———
LM Advisors LLC
N/A—13,221-13,221-100%$1.3M———
Integrated Investment Consultants, LLC
N/A—13,072-13,072-100%$1.3M———
Redwood Investment Management, LLC
N/A—13,067-13,067-100%$1.3M———
Dynamic Technology Lab Private Ltd
N/A—13,035-13,035-100%$1.3M———
Dynasty Wealth Management, LLC
N/A—13,030-13,030-100%$1.3M———
Lbmc Investment Advisors, LLC
N/A—12,877-12,877-100%$1.2M———
Webster Bank, N. A.
N/A—12,876-12,876-100%$1.2M———
P.A.W. Capital Corp
N/A—12,865-12,865-100%$1.2M———
Twin City Private Wealth, LLC
N/A—12,807-12,807-100%$1.2M———
Fi3 Financial Advisors, LLC
N/A—12,583-12,583-100%$1.4M———
Walleye Trading LLC
N/A—12,561-12,561-100%$1.2M———
ABN Amro Bank N.V.
N/A—12,519-12,519-100%$1.2M———
Quinn Opportunity Partners LLC
N/A—12,500-12,500-100%$1.2M———
CSS LLC
N/A—12,430-12,430-100%$1.2M———
Xcelsior Advisor Partners LLC
N/A—12,354-12,354-100%$1.2M———
Miller Investment Management, LP
N/A—12,327-12,327-100%$1.2M———
BFC Planning, Inc.
N/A—12,298-12,298-100%$1.2M———
Martin & Co Inc
N/A—12,236-12,236-100%$1.2M———
New Republic Capital, LLC
N/A—12,205-12,205-100%$1.2M———
Intrust Bank NA
N/A—12,110-12,110-100%$1.2M———
Ridge Creek Global, Inc
N/A—12,037-12,037-100%$1.2M———
Minot DeBlois Advisors LLC
N/A—12,029-12,029-100%$1.2M———
New England Asset Management Inc
N/A—11,930-11,930-100%$1.1M———
AssuredPartners Investment Advisors, LLC
N/A—11,904-11,904-100%$1.1M———
Unifi Asset Management LP
N/A—11,793-11,793-100%$1.1M———
SummitTX Capital, L.P.
N/A—11,791-11,791-100%$1.1M———
Meiji Yasuda Life Insurance Co
N/A—11,699-11,699-100%$1.1M———
Caxton Associates LLP
N/A—11,673-11,673-100%$1.1M———
Meadowbrook Advisors Group, LLC
N/A—11,654-11,654-100%$1.1M———
Apriem Advisors
N/A—11,621-11,621-100%$1.1M———
New Age Alpha Advisors, LLC
N/A—11,615-11,615-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—11,540-11,540-100%$1.1M———
V. M. Manning & Co., Inc.
N/A—11,397-11,397-100%$1.1M———
Continuum Advisory, LLC
N/A—11,362-11,362-100%$1.1M———
Estabrook Capital Management
N/A—11,319-11,319-100%$1.1M———
Panagora Asset Management Inc
N/A—11,314-11,314-100%$1.1M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—11,257-11,257-100%$1.1M———
Buckland Partners Management Co LLC
N/A—11,223-11,223-100%$1.1M———
Hayek Kallen Investment Management
N/A—11,134-11,134-100%$1.1M———
Allred Capital Management, LLC
N/A—10,855-10,855-100%$1.0M———
Crux Wealth Advisors
N/A—10,805-10,805-100%$1.0M———
Hilltop Holdings Inc.
N/A—10,737-10,737-100%$1.0M———
Strategic Investment Advisors / MI
N/A—10,653-10,653-100%$1.0M———
Trustco Bank Corp N Y
N/A—10,597-10,597-100%$1.0M———
Proffitt & Goodson Inc
N/A—10,554-10,554-100%$1.0M———
Soros Fund Management LLC
N/A—10,518-10,518-100%$1.0M———
Onex Canada Asset Management Inc.
N/A—10,450-10,450-100%$1.0M———
Baron Silver Stevens Financial Advisors, LLC
N/A—10,446-10,446-100%$1.0M———
Tiaa Wealth Investment Management LLC
N/A—10,418-10,418-100%$1.0M———
Sound View Wealth Advisors Group, LLC
N/A—10,413-10,413-100%$1.0M———
Palogic Value Management, L.P.
N/A—10,413-10,413-100%$1.0M———
Mason & Associates Inc
N/A—10,324-10,324-100%$993.7K———
Summitry LLC
N/A—10,179-10,179-100%$979.7K———
Stratos Wealth Advisors, LLC
N/A—10,165-10,165-100%$978.4K———
L2 Asset Management, LLC
N/A—10,131-10,131-100%$975.1K———
Baltimore-Washington Financial Advisors, Inc.
N/A—10,084-10,084-100%$970.7K———
Caption Management, LLC
N/A—10,065-10,065-100%$968.8K———
Pinnacle Holdings, LLC
N/A—10,000-10,000-100%$962.5K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—9,980-9,980-100%$960.6K———
FOX RUN Management, L.L.C.
N/A—9,973-9,973-100%$959.9K———
EntryPoint Capital, LLC
N/A—9,903-9,903-100%$953.2K———
Pingora Partners LLC
N/A—9,836-9,836-100%$946.7K———
Main Street Financial Solutions, LLC
N/A—9,759-9,759-100%$939.4K———
Synergy Financial Group, LTD
N/A—9,758-9,758-100%$939.2K———
Westfuller Advisors, LLC
N/A—9,754-9,754-100%$946.2K———
Rowlandmiller & Partners.adv
N/A—9,750-9,750-100%$938.5K———
MainStreet Investment Advisors LLC
N/A—9,744-9,744-100%$937.9K———
Quotient Wealth Partners, LLC
N/A—9,694-9,694-100%$933.0K———
Capital Advisors Inc
N/A—9,584-9,584-100%$922.4K———
Pitcairn Wealth Advisors LLC
N/A—9,557-9,557-100%$919.9K———
F/m Investments LLC
N/A—9,505-9,505-100%$914.9K———
DV Trading LLC
N/A—9,458-9,458-100%$910.3K———
JT Stratford LLC
N/A—9,428-9,428-100%$907.4K———
Pallas Capital Advisors LLC
N/A—9,381-9,381-100%$903.0K———
Lcnb Corp
N/A—9,375-9,375-100%$902.3K———
Summit Wealth Partners, LLC
N/A—9,248-9,248-100%$890.2K———
DF Dent & Co Inc
N/A—9,222-9,222-100%$887.6K———
Fairfield, Bush & Co.
N/A—9,222-9,222-100%$887.7K———
Graham Capital Management, L.P.
N/A—9,170-9,170-100%$882.6K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—8,995-8,995-100%$865.8K———
Roberts Glore & Co Inc
N/A—8,984-8,984-100%$864.7K———
Widmann Financial Services, Inc.
N/A—8,947-8,947-100%$861.2K———
Garden State Investment Advisory Services LLC
N/A—8,858-8,858-100%$858.0K———
NCM Capital Management, LLC
N/A—8,699-8,699-100%$837.3K———
Advisors Asset Management, Inc.
N/A—8,672-8,672-100%$834.7K———
Alan B Lancz & Associates, Inc.
N/A—8,669-8,669-100%$834.4K———
Hartford Funds Management Co LLC
N/A—8,589-8,589-100%$826.8K———
Prosperity Consulting Group, LLC
N/A—8,573-8,573-100%$825.2K———
Advisory Alpha, LLC
N/A—8,565-8,565-100%$824.8K———
W1m Asset Management Ltd
N/A—8,461-8,461-100%$814.2K———
Amova Asset Management Americas, Inc.
N/A—8,448-8,448-100%$812.9K———
SHP Wealth Management
N/A—8,423-8,423-100%$810.7K———
Stokes Family Office, LLC
N/A—8,354-8,354-100%$804.0K———
Occudo Quantitative Strategies LP
N/A—8,350-8,350-100%$803.7K———
Harbour Investment Management LLC
N/A—8,338-8,338-100%$808.8K———
Sittner & Nelson, LLC
N/A—8,263-8,263-100%$795.3K———
Goldstone Financial Group, LLC
N/A—8,116-8,116-100%$781.2K———
Ellevest, Inc.
N/A—8,030-8,030-100%$772.9K———
US Asset Management LLC
N/A—7,967-7,967-100%$766.8K———
Osmosis Investment Management UK Ltd
N/A—7,860-7,860-100%$756.5K———
Gateway Wealth Partners, LLC
N/A—7,824-7,824-100%$753.1K———
Blue Edge Capital, LLC
N/A—7,770-7,770-100%$747.9K———
CIM Investment Management Inc
N/A—7,590-7,590-100%$730.5K———
Marex Group Ltd
N/A—7,565-7,565-100%$728.1K———
Hexagon Capital Partners LLC
N/A—7,468-7,468-100%$718.8K———
McMillan Office, Inc.
N/A—7,275-7,275-100%$700.2K———
Verition Fund Management LLC
N/A—7,262-7,262-100%$699.0K———
Fieldview Capital Management, LLC
N/A—7,254-7,254-100%$698.2K———
Defiance ETFs, LLC
N/A—7,111-7,111-100%$680.6K———
WNY Asset Management, LLC
N/A—7,110-7,110-100%$684.3K———
Evolve Private Wealth, LLC
N/A—7,059-7,059-100%$685.0K———
one8zero8, LLC
N/A—7,057-7,057-100%$679.2K———
Hudson Value Partners, LLC
N/A—7,039-7,039-100%$677.5K———
Okabena Investment Services Inc
N/A—7,011-7,011-100%$674.8K———
CoreFirst Bank & Trust
N/A—6,991-6,991-100%$672.9K———
Tyche Wealth Partners LLC
N/A—6,963-6,963-100%$670.2K———
Liberty Wealth Management LLC
N/A—6,962-6,962-100%$671.3K———
Kiley Juergens Wealth Management, LLC
N/A—6,844-6,844-100%$658.8K———
K.J. Harrison & Partners Inc
N/A—6,839-6,839-100%$658.3K———
Chancellor Financial Group WB LP
N/A—6,798-6,798-100%$654.3K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—6,764-6,764-100%$651.1K———
Brookwood Investment Group LLC
N/A—6,747-6,747-100%$649.4K———
Tower Bridge Advisors
N/A—6,678-6,678-100%$642.8K———
Founders Financial Alliance, LLC
N/A—6,590-6,590-100%$634.4K———
CFO4Life Group, LLC
N/A—6,551-6,551-100%$630.6K———
Wellspring Financial Advisors, LLC
N/A—6,522-6,522-100%$628.3K———
Gross & Hartman Investments LLC
N/A—6,496-6,496-100%$625.3K———
Advyzon Investment Management, LLC
N/A—6,475-6,475-100%$623.2K———
E Fund Management Co., Ltd.
N/A—6,468-6,468-100%$622.5K———
Everpar Advisors LLC
N/A—6,442-6,442-100%$620.0K———
FAS Wealth Partners, Inc.
N/A—6,420-6,420-100%$617.9K———
Mission Creek Capital Partners, Inc.
N/A—6,411-6,411-100%$458.3K———
MJP Associates Inc
N/A—6,409-6,409-100%$616.8K———
RK Capital Management, LLC
N/A—6,400-6,400-100%$616.0K———
WealthTrust Axiom LLC
N/A—6,364-6,364-100%$612.5K———
Proficio Capital Partners LLC
N/A—6,362-6,362-100%$612.3K———
Heartland Bank & Trust Co
N/A—6,356-6,356-100%$611.8K———
Diamant Asset Management, Inc.
N/A—6,340-6,340-100%$610.2K———
SOA Wealth Advisors, Llc.
N/A—6,332-6,332-100%$609.4K———
Lifeworks Advisors, LLC
N/A—6,311-6,311-100%$607.5K———
TCM Advisors, LLC
N/A—6,303-6,303-100%$606.7K———
Bulltick Wealth Management, LLC
N/A—6,284-6,284-100%$609.5K———
Financial Engines Advisors L.L.C.
N/A—6,267-6,267-100%$603.2K———
Mayflower Financial Advisors, LLC
N/A—6,243-6,243-100%$600.9K———
Acorns Advisers, LLC
N/A—6,240-6,240-100%$601.0K———
Mirova
N/A—6,236-6,236-100%$600.2K———
Crews Bank & Trust
N/A—6,210-6,210-100%$597.7K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—6,200-6,200-100%$596.8K———
American Alpha Advisors, LLC
N/A—6,141-6,141-100%$591.1K———
Wescap Management Group, Inc.
N/A—6,133-6,133-100%$590.3K———
GWN Securities Inc.
N/A—6,093-6,093-100%$586.5K———
Walter & Keenan Wealth Management LLC
N/A—6,092-6,092-100%$586.4K———
One Wealth Map LLC
N/A—6,052-6,052-100%$596.0K———
Seeds Investor LLC
N/A—6,031-6,031-100%$580.5K———
SCS Capital Management LLC
N/A—5,998-5,998-100%$578.8K———
Coastwise Capital Group, LLC
N/A—5,988-5,988-100%$576.4K———
Vance Wealth, LLC
N/A—5,938-5,938-100%$575.9K———
Shufro Rose & Co LLC
N/A—5,822-5,822-100%$560.4K———
Vickerman Investment Advisors, Inc.
N/A—5,778-5,778-100%$556.1K———
Safeguard Investment Advisory Group, LLC
N/A—5,766-5,766-100%$554.9K———
Valtrion Capital Management, LLC
N/A—5,756-5,756-100%$554.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—5,755-5,755-100%$553.9K———
Prelude Capital Management, LLC
N/A—5,724-5,724-100%$550.9K———
Rothschild Wealth LLC
N/A—5,708-5,708-100%$549.4K———
FLC Capital Advisors
N/A—5,679-5,679-100%$546.6K———
Precision Wealth Strategies, LLC
N/A—5,642-5,642-100%$543.1K———
OneAscent Financial Services LLC
N/A—5,629-5,629-100%$541.8K———
Range Advisory, LLC
N/A—5,621-5,621-100%$541.0K———
Circle Wealth Management, LLC
N/A—5,616-5,616-100%$540.5K———
Rothschild Capital Partners, LLC
N/A—5,614-5,614-100%$540.3K———
Schulhoff & Co Inc
N/A—5,596-5,596-100%$538.6K———
Aurdan Capital Management, LLC
N/A—5,575-5,575-100%$536.6K———
Novare Capital Management LLC
N/A—5,555-5,555-100%$534.7K———
Trivium Point Advisory, LLC
N/A—5,546-5,546-100%$533.8K———
Winton Group Ltd
N/A—5,500-5,500-100%$529.4K———
Kera Capital Partners, Inc.
N/A—5,483-5,483-100%$527.7K———
HHM Wealth Advisors, LLC
N/A—5,417-5,417-100%$521.4K———
Coppell Advisory Solutions LLC
N/A—5,379-5,379-100%$1.4M———
Fortress Private Ledger, LLC
N/A—5,358-5,358-100%$515.7K———
Fort Point Capital Partners LLC
N/A—5,330-5,330-100%$515.3K———
Oxford Financial Group, Ltd. LLC
N/A—5,319-5,319-100%$511.9K———
BBR Partners, LLC
N/A—5,317-5,317-100%$511.8K———
Wimmer Associates 1, LLC
N/A—5,316-5,316-100%$511.7K———
Fukoku Mutual Life Insurance Co
N/A—5,313-5,313-100%$511.4K———
Beta Wealth Group, Inc.
N/A—5,303-5,303-100%$510.4K———
Spwm Advisors LLC
N/A—5,294-5,294-100%$517.1K———
Intellus Advisors LLC
N/A—5,292-5,292-100%$509.4K———
Worldquant Millennium Advisors LLC
N/A—5,275-5,275-100%$507.7K———
Private Wealth Asset Management, LLC
N/A—5,259-5,259-100%$506.2K———
South Plains Financial, Inc.
N/A—5,229-5,229-100%$503.3K———
FSB Premier Wealth Management, Inc.
N/A—5,219-5,219-100%$502.3K———
Southeast Asset Advisors, LLC
N/A—5,212-5,212-100%$501.7K———
Sagewood Asset Management LP
N/A—5,207-5,207-100%$501.2K———
Crawford Investment Counsel Inc
N/A—5,183-5,183-100%$498.9K———
GTS Securities LLC
N/A—5,102-5,102-100%$491.1K———
Conscious Wealth Investments, LLC
N/A—5,081-5,081-100%$488.5K———
Novak & Powell Financial Services, Inc.
N/A—5,055-5,055-100%$486.5K———
Athena Investment Management
N/A—5,008-5,008-100%$482.0K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—5,000-5,000-100%$481.0K———
Legacy Wealth Advisors, LLC
N/A—4,930-4,930-100%$474.5K———
Fidelis Wealth Advisors LLC
N/A—4,930-4,930-100%$474.5K———
Guardian Wealth Advisors, LLC / NC
N/A—4,924-4,924-100%$473.9K———
Reyl & Cie S.A.
N/A—4,911-4,911-100%$474.6K———
Clarendon Private LLC
N/A—4,902-4,902-100%$471.8K———
Townsquare Capital LLC
N/A—4,891-4,891-100%$470.8K———
Stonebridge Financial Group, LLC
N/A—4,869-4,869-100%$472.0K———
Rogco, LP
N/A—4,862-4,862-100%$468.0K———
Tiemann Investment Advisors, LLC
N/A—4,857-4,857-100%$467.5K———
Birmingham Capital Management Co Inc
N/A—4,830-4,830-100%$465.0K———
Schrum Private Wealth Management LLC
N/A—4,820-4,820-100%$478.3K———
Thomasville National Bank
N/A—4,804-4,804-100%$462.4K———
Zhang Financial LLC
N/A—4,788-4,788-100%$460.8K———
Keating Financial Advisory Services, Inc.
N/A—4,781-4,781-100%$460.2K———
Keynote Financial Services LLC
N/A—4,762-4,762-100%$458.3K———
Heron Bay Capital Management
N/A—4,750-4,750-100%$457.2K———
TRB Wealth Management, LLC
N/A—4,748-4,748-100%$457.0K———
Cyber Hornet ETFs LLC
N/A—4,732-4,732-100%$455.5K———
Systematic Alpha Investments, LLC
N/A—4,731-4,731-100%$455.4K———
Mathes Company, Inc.
N/A—4,730-4,730-100%$455.0K———
Old North State Trust, LLC
N/A—4,729-4,729-100%$455.0K———
Cozad Asset Management Inc
N/A—4,712-4,712-100%$453.5K———
American Financial Advisors, LLC
N/A—4,677-4,677-100%$450.2K———
Tradewinds, Llc.
N/A—4,675-4,675-100%$253.9K———
Polymer Capital Management (US) LLC
N/A—4,654-4,654-100%$447.9K———
Richard W. Paul & Associates, LLC
N/A—4,652-4,652-100%$447.8K———
Sienna Gestion
N/A—4,637-4,637-100%$462.5K———
PAX Financial Group, LLC
N/A—4,625-4,625-100%$445.2K———
Edgewood Management LLC
N/A—4,603-4,603-100%$443.0K———
FCA Corp
N/A—4,591-4,591-100%$441.9K———
Wealth Management Associates, Inc.
N/A—4,581-4,581-100%$441.0K———
Twin Lakes Capital Management, LLC
N/A—4,574-4,574-100%$440.2K———
Cofg Advisors, LLC
N/A—4,534-4,534-100%$436.4K———
Calton & Associates, Inc.
N/A—4,516-4,516-100%$434.7K———
Hollencrest Capital Management
N/A—4,477-4,477-100%$430.9K———
Rexford Capital Inc
N/A—4,469-4,469-100%$430.1K———
Wrapmanager Inc
N/A—4,460-4,460-100%$429.3K———
East Coast Asset Management, Llc.
N/A—4,445-4,445-100%$427.8K———
Sovereign Financial Group, Inc.
N/A—4,426-4,426-100%$426.0K———
Beck Mack & Oliver LLC
N/A—4,410-4,410-100%$424.5K———
Vanguard National Trust Co
N/A—4,396-4,396-100%$423.1K———
Magnolia Capital Advisors LLC
N/A—4,375-4,375-100%$421.1K———
Jupiter Wealth Management LLC
N/A—4,373-4,373-100%$420.9K———
Zacks Investment Management
N/A—4,349-4,349-100%$418.6K———
One Wealth Advisors, LLC
N/A—4,340-4,340-100%$417.8K———
Alesco Advisors, LLC, An ESL Co
N/A—4,308-4,308-100%$414.7K———
Royal Capital Wealth Management, LLC
N/A—4,300-4,300-100%$413.9K———
Westwood Holdings Group Inc
N/A—4,299-4,299-100%$413.8K———
Bull Harbor Capital LLC
N/A—4,290-4,290-100%$412.9K———
Twin Tree Management, LP
N/A—4,255-4,255-100%$409.5K———
Foster & Motley Inc
N/A—4,253-4,253-100%$409.0K———
Wealthquest Corp
N/A—4,247-4,247-100%$408.8K———
Keebeck Wealth Management
N/A—4,227-4,227-100%$410.0K———
Titan Wealth (CI) Ltd
N/A—4,200-4,200-100%$404.1K———
Twinbeech Capital LP
N/A—4,183-4,183-100%$402.6K———
Cvfg LLC
N/A—4,183-4,183-100%$402.6K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—4,173-4,173-100%$401.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—4,157-4,157-100%$400.1K———
ArrowMark Colorado Holdings LLC
N/A—4,151-4,151-100%$399.5K———
Dunhill Financial, LLC
N/A—4,117-4,117-100%$396.1K———
Waterloo Capital, L.P.
N/A—4,076-4,076-100%$392.3K———
CMT Capital Markets Trading GmbH
N/A—4,060-4,060-100%$391.0K———
Bristlecone Value Partners, LLC
N/A—4,048-4,048-100%$389.7K———
Van Hulzen Asset Management, LLC
N/A—4,045-4,045-100%$389.3K———
S Harris Financial Group, LLC
N/A—4,018-4,018-100%$386.8K———
Berkeley Capital Partners, LLC
N/A—4,017-4,017-100%$386.6K———
Sfmg, LLC
N/A—3,998-3,998-100%$384.8K———
Aberdeen Wealth Management LLC
N/A—3,973-3,973-100%$382.4K———
Empirical Asset Management, LLC
N/A—3,964-3,964-100%$381.5K———
CVA Family Office, LLC
N/A—3,947-3,947-100%$379.9K———
Wittenberg Investment Management, Inc.
N/A—3,928-3,928-100%$378.1K———
Gallagher Fiduciary Advisors, LLC
N/A—3,927-3,927-100%$378.0K———
Waddell & Associates, LLC
N/A—3,918-3,918-100%$377.1K———
Madison Wealth Partners, Inc
N/A—3,917-3,917-100%$377.0K———
Navellier & Associates Inc
N/A—3,874-3,874-100%$372.9K———
Pointe Capital Management LLC
N/A—3,872-3,872-100%$372.7K———
Massar Capital Management, LP
N/A—3,842-3,842-100%$369.8K———
Red Door Wealth Management, LLC
N/A—3,838-3,838-100%$369.4K———
Purpose Unlimited Inc.
N/A—3,830-3,830-100%$369.1K———
Greenwich Wealth Management LLC
N/A—3,830-3,830-100%$369.0K———
LRI Investments, LLC
N/A—3,827-3,827-100%$368.4K———
Synergy Investment Management, LLC
N/A—3,712-3,712-100%$358.0K———
Van Diest Capital, LLC
N/A—3,709-3,709-100%$357.0K———
Fortis Advisors, LLC
N/A—3,700-3,700-100%$356.1K———
National Philanthropic Trust
N/A—3,676-3,676-100%$353.8K———
Thompson David Blair
N/A—3,634-3,634-100%$349.8K———
Berger Financial Group, Inc
N/A—3,596-3,596-100%$346.1K———
FourThought Financial Partners, LLC
N/A—3,593-3,593-100%$345.8K———
Cambient Family Office, LLC
N/A—3,573-3,573-100%$346.6K———
American Money Management, LLC
N/A—3,541-3,541-100%$340.8K———
Betterment LLC
N/A—3,508-3,508-100%$338.0K———
Marble Wealth, LLC
N/A—3,496-3,496-100%$336.5K———
Canal Capital Management, LLC
N/A—3,489-3,489-100%$335.9K———
Cary Street Partners Investment Advisory LLC
N/A—3,466-3,466-100%$333.6K———
Monetary Management Group Inc
N/A—3,425-3,425-100%$329.7K———
Stratos Investment Management, LLC
N/A—3,418-3,418-100%$329.0K———
Strategic Wealth Partners, Ltd.
N/A—3,398-3,398-100%$327.1K———
Daniel Investment Group, Inc.
N/A—3,391-3,391-100%$326.4K———
Fortis Capital Management LLC
N/A—3,390-3,390-100%$326.3K———
Khazanah Nasional Berhad
N/A—3,374-3,374-100%$324.7K———
Chilton Investment Co Inc.
N/A—3,325-3,325-100%$320.0K———
Spirepoint Private Client, LLC
N/A—3,277-3,277-100%$315.4K———
Roehl & Yi Investment Advisors, LLC
N/A—3,276-3,276-100%$315.3K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,269-3,269-100%$314.6K———
Holderness Investments Co
N/A—3,250-3,250-100%$312.8K———
Bank of Hawaii
N/A—3,244-3,244-100%$312.2K———
Petix & Botte Co
N/A—3,220-3,220-100%$309.9K———
Core Alternative Capital
N/A—3,213-3,213-100%$309.3K———
Claret Asset Management Corp
N/A—3,203-3,203-100%$308.0K———
Pacific SUN Financial Corp
N/A—3,202-3,202-100%$310.1K———
Drucker Wealth 3.0, LLC
N/A—3,176-3,176-100%$305.7K———
Evernest Financial Advisors, LLC
N/A—3,127-3,127-100%$301.0K———
Prosperity Bancshares Inc
N/A—3,117-3,117-100%$300.0K———
Custos Family Office, LLC
N/A—3,094-3,094-100%$297.8K———
LaSalle St. Investment Advisors, LLC
N/A—3,083-3,083-100%$296.7K———
Alexander Labrunerie & Co., Inc.
N/A—3,081-3,081-100%$296.5K———
Paces Ferry Wealth Advisors, LLC
N/A—3,080-3,080-100%$296.4K———
Bank of Marin
N/A—3,070-3,070-100%$295.5K———
Ironwood Investment Management LLC
N/A—3,068-3,068-100%$295.3K———
NorthCoast Asset Management LLC
N/A—3,056-3,056-100%$294.2K———
Garrison Point Advisors, LLC
N/A—3,006-3,006-100%$289.3K———
BlueCrest Capital Management Ltd
N/A—3,000-3,000-100%$288.8K———
Horizon Kinetics Asset Management LLC
N/A—2,990-2,990-100%$287.8K———
Houlihan Financial Resource Group, Ltd.
N/A—2,984-2,984-100%$287.3K———
Blueshift Asset Management, LLC
N/A—2,975-2,975-100%$286.3K———
Millstone Evans Group, LLC
N/A—2,953-2,953-100%$284.2K———
Rialto Wealth Management, LLC
N/A—2,940-2,940-100%$283.0K———
Sargent Investment Group, LLC
N/A—2,940-2,940-100%$283.0K———
Round Rock Advisors LLC
N/A—2,923-2,923-100%$281.3K———
Octavia Wealth Advisors, LLC
N/A—2,912-2,912-100%$282.5K———
Parsonex Advisory Services, Inc.
N/A—2,901-2,901-100%$279.2K———
Broadleaf Partners, LLC
N/A—2,898-2,898-100%$278.9K———
Glen Eagle Advisors, LLC
N/A—2,885-2,885-100%$277.7K———
Atlas Legacy Advisors, LLC
N/A—2,872-2,872-100%$287.6K———
Wealthedge Investment Advisors, LLC
N/A—2,872-2,872-100%$276.5K———
Sunflower Bank, N.A.
N/A—2,870-2,870-100%$276.2K———
Per Stirling Capital Management, Llc.
N/A—2,863-2,863-100%$275.5K———
Atlanta Consulting Group Advisors, LLC
N/A—2,857-2,857-100%$277.1K———
American Trust
N/A—2,857-2,857-100%$275.0K———
Prostatis Group LLC
N/A—2,855-2,855-100%$274.8K———
Tiaa Trust, National Association
N/A—2,846-2,846-100%$273.9K———
Ethos Financial Group, LLC
N/A—2,837-2,837-100%$279.4K———
Fairbanks Capital Management, Inc.
N/A—2,826-2,826-100%$272.0K———
Maripau Wealth Management LLC
N/A—2,819-2,819-100%$271.4K———
Crabel Capital Management, LLC
N/A—2,768-2,768-100%$266.4K———
Tradition Wealth Management, LLC
N/A—2,740-2,740-100%$263.7K———
Tranquilli Financial Advisor LLC
N/A—2,729-2,729-100%$262.7K———
BlackDiamond Wealth Management, LLC
N/A—2,694-2,694-100%$278.0K———
FreeGulliver LLC
N/A—2,687-2,687-100%$258.6K———
Silver Coast Investments LLC
N/A—2,677-2,677-100%$257.7K———
Spreng Capital Management, Inc.
N/A—2,672-2,672-100%$257.2K———
Peninsula Asset Management Inc
N/A—2,625-2,625-100%$252.7K———
Crewe Advisors LLC
N/A—2,611-2,611-100%$251.4K———
Avenir Corp
N/A—2,609-2,609-100%$251.1K———
Lavaca Capital LLC
N/A—2,607-2,607-100%$250.9K———
Chatterton & Associates Inc.
N/A—2,595-2,595-100%$249.6K———
49 Wealth Management, LLC
N/A—2,591-2,591-100%$249.3K———
Alongside, LLC
N/A—2,591-2,591-100%$249.3K———
Resources Management Corp
N/A—2,587-2,587-100%$249.0K———
Talon Private Wealth, LLC
N/A—2,552-2,552-100%$245.6K———
Members Trust Co
N/A—2,543-2,543-100%$244.8K———
Rock Point Advisors, LLC
N/A—2,540-2,540-100%$244.5K———
Intesa Sanpaolo S.p.A.
N/A—2,530-2,530-100%$243.5K———
Resurgent Financial Advisors LLC
N/A—2,519-2,519-100%$242.5K———
Tanglewood Legacy Advisors, LLC
N/A—2,514-2,514-100%$242.0K———
Evergreen Wealth Partners LLC
N/A—2,496-2,496-100%$240.2K———
Weiss Asset Management LP
N/A—2,493-2,493-100%$240.0K———
Gardner Russo & Quinn LLC
N/A—2,492-2,492-100%$239.9K———
Dearborn Partners LLC
N/A—2,486-2,486-100%$239.3K———
Koss-Olinger Consulting, LLC
N/A—2,480-2,480-100%$238.7K———
Patron Partners, LLC
N/A—2,478-2,478-100%$238.5K———
Brio Consultants, LLC
N/A—2,428-2,428-100%$233.7K———
Second Line Capital, LLC
N/A—2,412-2,412-100%$234.0K———
Sanchez Levi Garrett
N/A—2,401-2,401-100%$231.1K———
LOM Asset Management Ltd
N/A—2,389-2,389-100%$229.9K———
Keystone Financial Services, LLC
N/A—2,388-2,388-100%$229.8K———
South Street Advisors LLC
N/A—2,385-2,385-100%$229.6K———
Claris Advisors, LLC / MO /
N/A—2,374-2,374-100%$228.5K———
Hilltop Wealth Advisors, LLC
N/A—2,372-2,372-100%$228.3K———
Summit Wealth & Retirement Planning, Inc.
N/A—2,359-2,359-100%$227.1K———
Riverstone Advisors, LLC
N/A—2,356-2,356-100%$226.8K———
Spinnaker Trust
N/A—2,349-2,349-100%$226.1K———
Capstone Financial Advisors, Inc.
N/A—2,348-2,348-100%$226.0K———
Viawealth, LLC
N/A—2,331-2,331-100%$224.4K———
Stonebrook Private Inc.
N/A—2,319-2,319-100%$223.3K———
Tudor Financial Inc.
N/A—2,311-2,311-100%$222.5K———
PIN OAK Investment Advisors Inc
N/A—2,309-2,309-100%$222.0K———
CM Wealth Advisors LLC
N/A—2,303-2,303-100%$223.4K———
Kennedy Capital Management LLC
N/A—2,279-2,279-100%$219.4K———
First Commonwealth Financial Corp
N/A—2,268-2,268-100%$218.3K———
Ames National Corp
N/A—2,244-2,244-100%$216.0K———
Elm Partners Management LLC
N/A—2,241-2,241-100%$215.7K———
Kapstone Financial Advisors LLC
N/A—2,233-2,233-100%$214.9K———
Twin Peaks Wealth Advisors, LLC
N/A—2,232-2,232-100%$214.8K———
Wealthspire Retirement, LLC
N/A—2,229-2,229-100%$214.6K———
Aspire Growth Partners LLC
N/A—2,228-2,228-100%$214.5K———
Edgestream Partners, L.P.
N/A—2,223-2,223-100%$214.0K———
Morris Financial Concepts, Inc.
N/A—2,220-2,220-100%$213.6K———
Karpus Management, Inc.
N/A—2,215-2,215-100%$213.2K———
Leigh Baldwin & Co., LLC
N/A—2,212-2,212-100%$212.9K———
Strategic Financial Services, Inc.
N/A—2,205-2,205-100%$212.2K———
PSI Advisors, LLC
N/A—2,190-2,190-100%$210.7K———
Northwest Bancshares, Inc.
N/A—2,179-2,179-100%$209.7K———
Cascades Capital Asset Management, LLC
N/A—2,178-2,178-100%$209.7K———
Engineers Gate Manager LP
N/A—2,172-2,172-100%$209.1K———
Ameriflex Group, Inc.
N/A—2,159-2,159-100%$207.8K———
Fortune Financial Advisors, LLC
N/A—2,153-2,153-100%$207.2K———
Inspire Advisors, LLC
N/A—2,152-2,152-100%$206.9K———
Quest Investment Management LLC
N/A—2,151-2,151-100%$207.0K———
Sharp Wealth Advisory, LLC
N/A—2,139-2,139-100%$205.9K———
Bogart Wealth, LLC
N/A—2,131-2,131-100%$205.1K———
KMT Wealth Management, LLC
N/A—2,108-2,108-100%$202.9K———
Sachetta, LLC
N/A—2,101-2,101-100%$202.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,097-2,097-100%$201.8K———
Renaissance Group LLC
N/A—2,093-2,093-100%$201.5K———
VSM Wealth Advisory, LLC
N/A—2,068-2,068-100%$199.0K———
Horizon Bancorp Inc
N/A—2,062-2,062-100%$198.0K———
Chelsea Counsel Co
N/A—2,050-2,050-100%$198.9K———
Dash Acquisitions Inc.
N/A—2,043-2,043-100%$210.9K———
Aventura Private Wealth, LLC
N/A—2,026-2,026-100%$195.0K———
Prestige Wealth Management Group LLC
N/A—1,898-1,898-100%$184.1K———
Mark Sheptoff Financial Planning, LLC
N/A—1,880-1,880-100%$181.0K———
Johnson Financial Group, Inc.
N/A—1,862-1,862-100%$180.6K———
Basecamp Wealth Advisors LLC
N/A—1,766-1,766-100%$170.0K———
Anchor Bay Capital, Inc.
N/A—1,732-1,732-100%$178.7K———
Strategic Investment Solutions, Inc.
N/A—1,698-1,698-100%$163.4K———
Dixon Mitchell Investment Counsel Inc.
N/A—1,584-1,584-100%$153.6K———
Fiduciary Financial Advisors
N/A—1,523-1,523-100%$146.2K———
HighMark Wealth Management LLC
N/A—1,432-1,432-100%$137.8K———
Wellington-Altus USA Inc.
N/A—1,426-1,426-100%$137.4K———
GW&K Investment Management, LLC
N/A—1,420-1,420-100%$137.0K———
Consultiva Wealth Management, Corp.
N/A—1,387-1,387-100%$133.5K———
Allied Private Wealth LLC
N/A—1,334-1,334-100%$129.1K———
Delos Wealth Advisors, LLC
N/A—1,295-1,295-100%$124.6K———
Bernard Wealth Management Corp.
N/A—1,249-1,249-100%$120.2K———
Frazier Financial Advisors, LLC
N/A—1,223-1,223-100%$117.7K———
Capula Management Ltd
N/A—1,206-1,206-100%$116.1K———
Osterweis Capital Management Inc
N/A—1,205-1,205-100%$116.0K———
Meeder Asset Management Inc
N/A—1,181-1,181-100%$113.7K———
Quantum Portfolio Management LLC
N/A—1,168-1,168-100%$112.4K———
Fourth Dimension Wealth, LLC
N/A—1,161-1,161-100%$111.7K———
Pinney & Scofield, Inc.
N/A—1,158-1,158-100%$111.5K———
Bruce G. Allen Investments, LLC
N/A—1,122-1,122-100%$108.0K———
Walleye Capital LLC
N/A—1,121-1,121-100%$107.9K———
Itau Unibanco Holding S.A.
N/A—1,095-1,095-100%$105.4K———
Bellevue Asset Management, LLC
N/A—1,093-1,093-100%$105.2K———
Napier Financial, LLC
N/A—1,065-1,065-100%$102.5K———
Quantbot Technologies LP
N/A—1,030-1,030-100%$99.1K———
Volterra Technologies LP
N/A—1,025-1,025-100%$98.7K———
Timbuktu Capital Management, LLC
N/A—1,000-1,000-100%$96.3K———
BOK Financial Private Wealth, Inc.
N/A—992-992-100%$96.2K———
Vision Retirement, LLC
N/A—969-969-100%$93.3K———
Raffa Wealth Management, LLC
N/A—929-929-100%$89.4K———
Hurricane Capital Advisors LLC
N/A—926-926-100%$89.1K———
Chesapeake Asset Management LLC
N/A—904-904-100%$87.1K———
1015 Capital Partners, LLC
N/A—836-836-100%$80.5K———
WealthCollab, LLC
N/A—832-832-100%$80.1K———
Godfrey Financial Associates, Inc.
N/A—829-829-100%$79.8K———
Kilter Group LLC
N/A—827-827-100%$79.6K———
Regatta Research & Money Management
N/A—813-813-100%$78.3K———
Cbiz Investment Advisory Services, LLC
N/A—800-800-100%$77.1K———
Silicon Valley Capital Partners
N/A—783-783-100%$75.4K———
Medallion Wealth Advisors, LLC
N/A—711-711-100%$68.5K———
Burnham & Co LLC
N/A—700-700-100%$67.4K———
Truvestments Capital LLC
N/A—697-697-100%$67.1K———
Orion Capital Management LLC
N/A—679-679-100%$65.4K———
Kemnay Advisory Services Inc.
N/A—677-677-100%$65.2K———
TD Capital Management LLC
N/A—676-676-100%$65.1K———
SkyView Investment Advisors, LLC
N/A—600-600-100%$58.0K———
MRP Capital Investments, LLC
N/A—600-600-100%$57.8K———
Index Technologies Group LLC
N/A—600-600-100%$57.8K———
XP Advisory US, Inc.
N/A—595-595-100%$57.3K———
Transamerica Financial Advisors, LLC
N/A—582-582-100%$56.5K———
Basepoint Wealth LLC
N/A—556-556-100%$53.5K———
Oakmont Advisory Group, LLC
N/A—515-515-100%$49.6K———
Hamrick Investment Counsel, llc
N/A—500-500-100%$48.5K———
Abound Financial, LLC
N/A—491-491-100%$47.2K———
Front Row Advisors LLC
N/A—478-478-100%$49.5K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—469-469-100%$45.1K———
Ogorek Anthony Joseph
N/A—404-404-100%$38———
Graney & King, LLC
N/A—402-402-100%$38.7K———
Westend Capital Management, LLC
N/A—400-400-100%$38.5K———
Kerr Financial Planning Corp
N/A—390-390-100%$37.5K———
IMA Advisory Services, Inc.
N/A—377-377-100%$36.3K———
JPL Wealth Management, LLC
N/A—353-353-100%$34.0K———
Boreal Capital Management LLC
N/A—325-325-100%$31.5K———
Riverview Trust Co
N/A—315-315-100%$30.3K———
Mcguire Capital Advisors Inc
N/A—306-306-100%$29.5K———
S&T Bank
N/A—275-275-100%$26.5K———
Security National Bank of Sioux City Iowa
N/A—272-272-100%$26.2K———
Bank of the Bluegrass & Trust Co.
N/A—268-268-100%$28.1K———
Beaird Harris Wealth Management, LLC
N/A—261-261-100%$25.2K———
Elequin Capital, LP
N/A—258-258-100%$24.8K———
Leo H. Evart, Inc.
N/A—240-240-100%$23.1K———
Marshall Investment Management, LLC
N/A—231-231-100%$22.2K———
Cornerstone Financial Management LLC
N/A—228-228-100%$21.9K———
Osbon Capital Management LLC
N/A—228-228-100%$22.0K———
Tripletail Wealth Management, LLC
N/A—226-226-100%$22.5K———
Copia Wealth Management
N/A—219-219-100%$21.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—215-215-100%$20.7K———
Measured Wealth Private Client Group, LLC
N/A—191-191-100%$18.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—190-190-100%$18.4K———
Investors Portfolio Services LLC
N/A—175-175-100%$16.9K———
Nalls Sherbakoff Group, LLC
N/A—158-158-100%$15.2K———
Penserra Capital Management LLC
N/A—144-144-100%$13———
Tacita Capital Inc
N/A—133-133-100%$12.8K———
Seneschal Advisors, LLC
N/A—126-126-100%$12.1K———
Mpwm Advisory Solutions, LLC
N/A—123-123-100%$11.8K———
Operose Advisors LLC
N/A—116-116-100%$11.2K———
JDM Financial Group LLC
N/A—110-110-100%$10.6K———
Manning & Napier Advisors LLC
N/A—109-109-100%$10.8K———
LGT Financial Advisors LLC
N/A—108-108-100%$10.4K———
Atomic Invest LLC
N/A—97-97-100%$9.6K———
Swan Capital LLC
N/A—91-91-100%$8.7K———
ESL Trust Services, LLC
N/A—84-84-100%$8.1K———
HFM Investment Advisors, LLC
N/A—70-70-100%$6.7K———
Caitlin John, LLC
N/A—61-61-100%$5.9K———
Ravenstone Capital Management Inc.
N/A—60-60-100%$5.8K———
Gould Capital, LLC
N/A—58-58-100%$5.6K———
Bard Associates Inc
N/A—52-52-100%$5.0K———
Harborfront Financial Group LLC
N/A—51-51-100%$4.9K———
Financial Life Planners
N/A—47-47-100%$4.5K———
Bravera Wealth
N/A—41-41-100%$3.9K———
1 North Wealth Services LLC
N/A—40-40-100%$3.9K———
Cordant, Inc.
N/A—34-34-100%$3.3K———
WHI Trust Co LLC
N/A—32-32-100%$3.1K———
Ross\johnson & Associates LLC
N/A—20-20-100%$1.9K———
Vanguard Advisers Inc
N/A—19-19-100%$1.8K———
Imprint Wealth LLC
N/A—15-15-100%$1.4K———
Parallax Volatility Advisers, L.P.
N/A—10-10-100%$963———
Outlook Capital Management, LLC
N/A—7-7-100%$674———
Showing 3093 of 3093 institutions