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Dominion Energy Inc (D)

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
Shares20,037,360 from 19,792,934
Change+244,426 (+1%)
Value$1.2B (-$138.3M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares9,379,057 from 10,212,160
Change-833,103 (-8%)
Value$567.6M (-$129.8M)
Filed 2026-11-05
Bank of Montreal
DECREASED
Shares4,688,353 from 4,692,640
Change-4,287 (0%)
Value$283.7M (-$36.7M)
Filed 2026-11-09
Amundi
INCREASED
Shares3,855,453 from 1,903,209
Change+1,952,244 (+103%)
Value$233.3M (+$103.4M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares2,829,678 from 2,586,797
Change+242,881 (+9%)
Value$171.3M (-$5.4M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares2,763,437 from 2,683,787
Change+79,650 (+3%)
Value$167.2M (-$16.1M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,270,728 from 2,132,121
Change+138,607 (+7%)
Value$137.4M (-$8.2M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,909,816 from 1,957,830
Change-48,014 (-2%)
Value$115.6M (-$18.1M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares1,895,001 from 1,607,035
Change+287,966 (+18%)
Value$114.7M (+$4.9M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares1,512,026 from 933,375
Change+578,651 (+62%)
Value$91.5M (+$27.8M)
Filed 2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares1,411,960 from 1,400,503
Change+11,457 (+1%)
Value$85.5M (-$10.2M)
Filed 2026-11-03
Duff & Phelps Investment Management Co
DECREASED
Shares1,399,750 from 1,569,402
Change-169,652 (-11%)
Value$84.7M (-$22.5M)
Filed 2026-11-06
Mizuho Markets Americas LLC
INCREASED
Shares1,318,227 from 1,248,800
Change+69,427 (+6%)
Value$79.8M (-$5.5M)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares1,279,110 from 1,192,117
Change+86,993 (+7%)
Value$77.4M (-$4.0M)
Filed 2026-11-06
Antipodes Partners Ltd
DECREASED
Shares1,239,672 from 1,612,527
Change-372,855 (-23%)
Value$75.0M (-$35.1M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares1,207,064 from 1,248,444
Change-41,380 (-3%)
Value$73.1M (-$12.2M)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares948,544 from 968,991
Change-20,447 (-2%)
Value$57.4M (-$8.8M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares937,972 from 1,054,487
Change-116,515 (-11%)
Value$56.8M (-$15.2M)
Filed 2026-11-02
Strs Ohio
DECREASED
Shares870,244 from 886,550
Change-16,306 (-2%)
Value$52.7M (-$7.9M)
Filed 2026-10-30
Thompson Siegel & Walmsley LLC
DECREASED
Shares869,791 from 1,075,775
Change-205,984 (-19%)
Value$52.6M (-$20.8M)
Filed 2026-11-05
HighTower Advisors, LLC
INCREASED
Shares780,008 from 633,090
Change+146,918 (+23%)
Value$47.2M (+$4.0M)
Filed 2026-11-10
New York State Teachers Retirement System
DECREASED
Shares629,048 from 644,179
Change-15,131 (-2%)
Value$38.1M (-$5.9M)
Filed 2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
INCREASED
Shares581,917 from 549,117
Change+32,800 (+6%)
Value$35.2M (-$2.3M)
Filed 2026-10-15
Squarepoint Ops LLC
INCREASED
Shares551,085 from 266,549
Change+284,536 (+107%)
Value$33.4M (+$15.1M)
Filed 2026-11-09
Alps Advisors Inc
INCREASED
Shares513,312 from 473,785
Change+39,527 (+8%)
Value$31.1M (-$1.3M)
Filed 2026-11-03
Creative Planning
DECREASED
Shares485,485 from 490,357
Change-4,872 (-1%)
Value$29.4M (-$4.1M)
Filed 2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares464,990 from 479,440
Change-14,450 (-3%)
Value$28.1M (-$4.6M)
Filed 2026-10-19
Russell Investments Group, Ltd.
DECREASED
Shares460,259 from 695,640
Change-235,381 (-34%)
Value$27.9M (-$19.7M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares457,982 from 424,758
Change+33,224 (+8%)
Value$28.0M (-$1.5M)
Filed 2026-10-13
RWC Asset Management LLP
DECREASED
Shares409,681 from 419,724
Change-10,043 (-2%)
Value$24.8M (-$3.9M)
Filed 2026-10-22
Asset Management One Co., Ltd.
INCREASED
Shares400,314 from 388,738
Change+11,576 (+3%)
Value$24.2M (-$2.3M)
Filed 2026-10-27
Godsey & Gibb, Inc
DECREASED
Shares381,700 from 387,155
Change-5,455 (-1%)
Value$23.1M (-$3.3M)
Filed 2026-10-14
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares375,831 from 345,110
Change+30,721 (+9%)
Value$22.7M (-$822.3K)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares366,493 from 374,756
Change-8,263 (-2%)
Value$22.2M (-$3.4M)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares349,935 from 351,602
Change-1,667 (0%)
Value$21.2M (-$2.8M)
Filed 2026-10-30
GW Henssler & Associates LTD
INCREASED
Shares341,855 from 341,049
Change+806 (+0%)
Value$20.7M (-$2.6M)
Filed 2026-10-26
Exchange Traded Concepts, LLC
DECREASED
Shares325,222 from 389,360
Change-64,138 (-16%)
Value$19.7M (-$6.9M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares310,471 from 441,811
Change-131,340 (-30%)
Value$18.8M (-$11.4M)
Filed 2026-11-02
Reaves W H & Co Inc
INCREASED
Shares308,209 from 300,000
Change+8,209 (+3%)
Value$18.7M (-$1.8M)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED
Shares291,806 from 291,806
Change0 (0%)
Value$17.7M (-$2.3M)
Filed 2026-11-05
Oak Grove Capital LLC
INCREASED
Shares286,283 from 286,083
Change+200 (+0%)
Value$17.3M (-$2.2M)
Filed 2026-10-09
Danske Bank A/S
INCREASED
Shares283,950 from 31,100
Change+252,850 (+813%)
Value$17.2M (+$15.1M)
Filed 2026-11-09
Calamos Advisors LLC
INCREASED
Shares283,534 from 277,798
Change+5,736 (+2%)
Value$17.2M (-$1.8M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
DECREASED
Shares283,386 from 1,190,736
Change-907,350 (-76%)
Value$17.2M (-$64.2M)
Filed 2026-11-03
IFM Investors Pty Ltd
INCREASED
Shares282,419 from 224,612
Change+57,807 (+26%)
Value$17.1M (+$1.8M)
Filed 2026-10-14
Aberdeen Group plc
INCREASED
Shares276,025 from 263,727
Change+12,298 (+5%)
Value$16.7M (-$1.3M)
Filed 2026-11-06
New York Life Investment Management LLC
INCREASED
Shares257,100 from 251,557
Change+5,543 (+2%)
Value$15.6M (-$1.6M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares254,382 from 256,269
Change-1,887 (-1%)
Value$15.4M (-$2.1M)
Filed 2026-11-02
Czech National Bank
INCREASED
Shares252,709 from 250,327
Change+2,382 (+1%)
Value$15.3M (-$1.8M)
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares244,812 from 234,785
Change+10,027 (+4%)
Value$14.8M (-$1.2M)
Filed 2026-11-05
Arizona State Retirement System
DECREASED
Shares243,013 from 243,896
Change-883 (0%)
Value$14.7M (-$1.9M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares239,592 from 206,385
Change+33,207 (+16%)
Value$14.5M (+$406.1K)
Filed 2026-11-03
Wealthfront Advisers LLC
DECREASED
Shares239,320 from 315,519
Change-76,199 (-24%)
Value$14.5M (-$7.1M)
Filed 2026-11-09
Payden & Rygel
DECREASED
Shares238,900 from 313,800
Change-74,900 (-24%)
Value$14.5M (-$7.0M)
Filed 2026-10-28
State of Michigan Retirement System
DECREASED
Shares236,167 from 240,367
Change-4,200 (-2%)
Value$14.3M (-$2.1M)
Filed 2026-10-27
Kanawha Capital Management LLC
INCREASED
Shares231,748 from 229,458
Change+2,290 (+1%)
Value$14.0M (-$1.6M)
Filed 2026-10-19
Achmea Investment Management B.V.
NEW
Shares211,724
Change+211,724
Value$12.8M
Filed 2026-10-30
CIBC Asset Management Inc
INCREASED
Shares208,224 from 207,761
Change+463 (+0%)
Value$12.6M (-$1.6M)
Filed 2026-11-05
DekaBank Deutsche Girozentrale
INCREASED
Shares202,027 from 145,721
Change+56,306 (+39%)
Value$12.3M (+$12.3M)
Filed 2026-10-27
John G Ullman & Associates Inc
DECREASED
Shares190,071 from 197,146
Change-7,075 (-4%)
Value$11.5M (-$2.0M)
Filed 2026-11-04
Retirement Systems of Alabama
DECREASED
Shares184,442 from 184,752
Change-310 (0%)
Value$11.2M (-$1.5M)
Filed 2026-11-04
Edgestream Partners, L.P.
INCREASED
Shares179,574 from 9,375
Change+170,199 (+1815%)
Value$10.9M (+$10.2M)
Filed 2026-11-10
Xponance LLC
INCREASED
Shares172,778 from 161,991
Change+10,787 (+7%)
Value$10.5M (-$605.8K)
Filed 2026-11-03
Gilman Hill Asset Management, LLC
INCREASED
Shares169,116 from 166,248
Change+2,868 (+2%)
Value$10.2M (-$1.1M)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares166,377 from 163,961
Change+2,416 (+1%)
Value$10.1M (-$1.0M)
Filed 2026-11-04
Neos Investment Management LLC
INCREASED
Shares163,700 from 139,170
Change+24,530 (+18%)
Value$9.9M (+$403.2K)
Filed 2026-11-04
Daiwa Securities Group Inc.
INCREASED
Shares161,813 from 158,913
Change+2,900 (+2%)
Value$9.8M (-$1.1M)
Filed 2026-10-29
Toth Financial Advisory Corp
DECREASED
Shares160,973 from 164,586
Change-3,613 (-2%)
Value$9.7M (-$1.5M)
Filed 2026-10-08
Everett Harris & Co
DECREASED
Shares160,781 from 162,221
Change-1,440 (-1%)
Value$9.7M (-$1.3M)
Filed 2026-10-28
Rakuten Investment Management, Inc.
INCREASED
Shares157,864 from 143,816
Change+14,048 (+10%)
Value$9.6M (-$376.3K)
Filed 2026-10-30
Amalgamated Bank
DECREASED
Shares149,947 from 153,393
Change-3,446 (-2%)
Value$9.1M (-$1.4M)
Filed 2026-10-23
Keybank National Association
DECREASED
Shares147,688 from 147,961
Change-273 (0%)
Value$8.9M (-$1.2M)
Filed 2026-11-04
Illinois Municipal Retirement Fund
INCREASED
Shares145,258 from 137,194
Change+8,064 (+6%)
Value$8.8M (-$578.0K)
Filed 2026-11-05
General American Investors Co Inc
DECREASED
Shares145,000 from 290,000
Change-145,000 (-50%)
Value$8.8M (-$11.0M)
Filed 2026-11-02
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares142,400 from 142,400
Change0 (0%)
Value$8.6M (-$1.1M)
Filed 2026-10-08
ProShare Advisors LLC
DECREASED
Shares139,009 from 145,176
Change-6,167 (-4%)
Value$8.4M (-$1.5M)
Filed 2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares136,716 from 130,574
Change+6,142 (+5%)
Value$8.3M (-$642.8K)
Filed 2026-10-20
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares129,567 from 132,217
Change-2,650 (-2%)
Value$7.8M (-$1.2M)
Filed 2026-11-09
MacKenzie Financial Corp
INCREASED
Shares125,388 from 112,233
Change+13,155 (+12%)
Value$7.6M (-$75.9K)
Filed 2026-11-02
Advocate Group LLC
DECREASED
Shares118,770 from 123,422
Change-4,652 (-4%)
Value$7.2M (-$1.2M)
Filed 2026-10-19
Eurizon Capital SGR S.p.A.
DECREASED
Shares118,744 from 128,677
Change-9,933 (-8%)
Value$7.2M (-$1.6M)
Filed 2026-11-06
Cushing Asset Management, LP dba NXG Investment Management
DECREASED
Shares113,000 from 117,000
Change-4,000 (-3%)
Value$6.8M (-$1.2M)
Filed 2026-10-26
UniSuper Management Pty Ltd
INCREASED
Shares111,364 from 95,864
Change+15,500 (+16%)
Value$6.7M (+$193.2K)
Filed 2026-10-26
Canal Insurance Co
UNCHANGED
Shares110,000 from 110,000
Change0 (0%)
Value$6.7M (-$855.0K)
Filed 2026-10-20
Yousif Capital Management, LLC
DECREASED
Shares109,344 from 109,957
Change-613 (-1%)
Value$6.6M (-$891.5K)
Filed 2026-10-22
Oppenheimer Asset Management Inc.
DECREASED
Shares109,304 from 111,949
Change-2,645 (-2%)
Value$6.6M (-$1.0M)
Filed 2026-10-27
Oregon Public Employees Retirement Fund
INCREASED
Shares108,152 from 108,142
Change+10 (+0%)
Value$6.5M (-$839.7K)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares103,368 from 107,566
Change-4,198 (-4%)
Value$6.3M (-$1.1M)
Filed 2026-11-04
Occidental Asset Management, LLC
INCREASED
Shares102,647 from 95,500
Change+7,147 (+7%)
Value$6.2M (-$309.5K)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares102,034 from 107,530
Change-5,496 (-5%)
Value$6.2M (-$1.2M)
Filed 2026-10-28
Nykredit A/S
UNCHANGED
Shares98,676 from 98,676
Change0 (0%)
Value$6.0M (-$766.7K)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares98,103 from 93,181
Change+4,922 (+5%)
Value$5.9M (-$426.0K)
Filed 2026-10-22
Stablepoint Partners, LLC
INCREASED
Shares95,805 from 95,706
Change+99 (+0%)
Value$5.8M (-$737.6K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares95,402 from 87,764
Change+7,638 (+9%)
Value$5.8M (-$219.7K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares94,567 from 85,331
Change+9,236 (+11%)
Value$5.7M (-$104.0K)
Filed 2026-11-06
Lido Advisors, LLC
DECREASED
Shares92,328 from 102,192
Change-9,864 (-10%)
Value$5.6M (-$1.4M)
Filed 2026-11-04
Mutual of America Capital Management LLC
DECREASED
Shares89,956 from 90,619
Change-663 (-1%)
Value$5.4M (-$744.2K)
Filed 2026-10-23
Capital Investment Counsel, LLC
INCREASED
Shares89,716 from 89,330
Change+386 (+0%)
Value$5.4M (-$670.7K)
Filed 2026-10-14
Citizens Business Bank
INCREASED
Shares89,455 from 88,978
Change+477 (+1%)
Value$5.4M (-$662.5K)
Filed 2026-11-09
Wesbanco Bank Inc
DECREASED
Shares87,311 from 103,474
Change-16,163 (-16%)
Value$5.3M (-$1.8M)
Filed 2026-11-04
ABN Amro Investment Solutions
INCREASED
Shares84,702 from 65,613
Change+19,089 (+29%)
Value$5.1M (+$645.5K)
Filed 2026-10-21
State of Alaska, Department of Revenue
DECREASED
Shares83,315 from 86,170
Change-2,855 (-3%)
Value$5.0M (-$842.0K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares82,684 from 50,751
Change+31,933 (+63%)
Value$5.0M (+$1.5M)
Filed 2026-10-08
Machina Capital S.A.S.
NEW
Shares82,273
Change+82,273
Value$5.0M
Filed 2026-11-05
Schnieders Capital Management, Llc.
DECREASED
Shares80,899 from 142,352
Change-61,453 (-43%)
Value$4.9M (-$4.8M)
Filed 2026-11-09
US Bancorp \de\
DECREASED
Shares80,696 from 83,691
Change-2,995 (-4%)
Value$4.9M (-$831.5K)
Filed 2026-11-05
Bill Few Associates, Inc.
INCREASED
Shares76,751 from 75,728
Change+1,023 (+1%)
Value$4.6M (-$526.5K)
Filed 2026-10-09
Capital Asset Advisory Services LLC
INCREASED
Shares76,427 from 10,189
Change+66,238 (+650%)
Value$5.0M (+$4.3M)
Filed 2026-10-30
Hennessy Advisors Inc
UNCHANGED
Shares74,477 from 74,477
Change0 (0%)
Value$4.5M (-$578.7K)
Filed 2026-10-28
Robbins Farley
DECREASED
Shares73,481 from 77,223
Change-3,742 (-5%)
Value$4.4M (-$826.5K)
Filed 2026-10-21
Carson Advisory Inc.
DECREASED
Shares73,131 from 74,040
Change-909 (-1%)
Value$4.4M (-$630.3K)
Filed 2026-11-06
Mizuho Securities USA LLC
INCREASED
Shares71,809 from 68,851
Change+2,958 (+4%)
Value$4.7M (+$38.3K)
Filed 2026-11-09
Nisa Investment Advisors, LLC
INCREASED
Shares71,438 from 67,272
Change+4,166 (+6%)
Value$4.3M (-$270.6K)
Filed 2026-10-20
Florida Trust Wealth Management Co
INCREASED
Shares69,687 from 67,185
Change+2,502 (+4%)
Value$4.2M (-$370.6K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares69,319 from 69,489
Change-170 (0%)
Value$4.2M (-$550.2K)
Filed 2026-10-15
Ausbil Investment Management Ltd
UNCHANGED
Shares67,899 from 67,899
Change0 (0%)
Value$4.1M (-$493.6K)
Filed 2026-10-08
Teachers Retirement System of the State of Kentucky
DECREASED
Shares65,797 from 134,922
Change-69,125 (-51%)
Value$4.0M (-$5.2M)
Filed 2026-11-10
Gulf International Bank (UK) Ltd
UNCHANGED
Shares64,858 from 64,858
Change0 (0%)
Value$3.9M (-$504.0K)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares64,301 from 65,733
Change-1,432 (-2%)
Value$3.9M (-$597.4K)
Filed 2026-10-22
Oppenheimer & Co Inc
DECREASED
Shares62,734 from 74,921
Change-12,187 (-16%)
Value$3.8M (-$1.3M)
Filed 2026-10-26
Central Pacific Bank - Trust Division
DECREASED
Shares62,721 from 63,746
Change-1,025 (-2%)
Value$3.8M (-$557.3K)
Filed 2026-10-06
Prospera Financial Services Inc
INCREASED
Shares62,706 from 50,810
Change+11,896 (+23%)
Value$4.2M (+$707.6K)
Filed 2026-11-04
Principle Wealth Partners LLC
INCREASED
Shares61,695 from 61,443
Change+252 (+0%)
Value$3.7M (-$462.2K)
Filed 2026-11-02
Pinnacle Associates LTD
DECREASED
Shares61,410 from 62,271
Change-861 (-1%)
Value$3.7M (-$536.0K)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares60,916 from 60,758
Change+158 (+0%)
Value$3.7M (-$462.5K)
Filed 2026-11-05
BAR Harbor Wealth Management
DECREASED
Shares60,373 from 60,496
Change-123 (0%)
Value$3.7M (-$477.5K)
Filed 2026-10-21
Sepio Capital, LP
DECREASED
Shares60,128 from 67,109
Change-6,981 (-10%)
Value$3.6M (-$943.9K)
Filed 2026-10-22
Robinson Value Management, Ltd.
DECREASED
Shares60,077 from 64,336
Change-4,259 (-7%)
Value$3.6M (-$757.6K)
Filed 2026-10-20
Nordea Investment Management AB
INCREASED
Shares59,511 from 58,070
Change+1,441 (+2%)
Value$3.6M (-$361.6K)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
DECREASED
Shares59,210 from 62,041
Change-2,831 (-5%)
Value$3.6M (-$653.4K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares58,699 from 36,717
Change+21,982 (+60%)
Value$3.6M (+$1.0M)
Filed 2026-10-16
HB Wealth Management, LLC
DECREASED
Shares58,619 from 73,917
Change-15,298 (-21%)
Value$3.5M (-$1.5M)
Filed 2026-10-23
Virginia Wealth Management Group, Inc.
INCREASED
Shares58,099 from 57,307
Change+792 (+1%)
Value$3.5M (-$397.4K)
Filed 2026-10-14
Thrivent Financial for Lutherans
DECREASED
Shares57,947 from 58,125
Change-178 (0%)
Value$3.5M (-$460.0K)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares57,707 from 67,733
Change-10,026 (-15%)
Value$3.5M (-$1.1M)
Filed 2026-10-29
Fideuram Asset Management (Ireland) dac
INCREASED
Shares57,055 from 36,619
Change+20,436 (+56%)
Value$4.0M (+$1.6M)
Filed 2026-10-29
Intech Investment Management LLC
INCREASED
Shares56,217 from 30,112
Change+26,105 (+87%)
Value$3.4M (+$1.3M)
Filed 2026-11-09
Savant Capital, LLC
INCREASED
Shares55,935 from 36,023
Change+19,912 (+55%)
Value$3.4M (+$911.7K)
Filed 2026-11-06
Regions Financial Corp
DECREASED
Shares55,053 from 56,694
Change-1,641 (-3%)
Value$3.3M (-$539.8K)
Filed 2026-11-05
Plan Group Financial, LLC
INCREASED
Shares54,490 from 46,094
Change+8,396 (+18%)
Value$3.4M (+$276.4K)
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares53,647 from 47,595
Change+6,052 (+13%)
Value$3.2M (-$3.5K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares52,328 from 51,485
Change+843 (+2%)
Value$3.2M (-$349.0K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares51,904 from 52,888
Change-984 (-2%)
Value$3.1M (-$470.5K)
Filed 2026-10-20
Versor Investments LP
INCREASED
Shares50,847 from 7,348
Change+43,499 (+592%)
Value$3.1M (+$2.6M)
Filed 2026-10-23
Royal Fund Management, LLC
DECREASED
Shares50,757 from 51,548
Change-791 (-2%)
Value$3.1M (-$448.4K)
Filed 2026-10-22
Leelyn Smith, LLC
INCREASED
Shares50,453 from 50,059
Change+394 (+1%)
Value$3.1M (-$365.2K)
Filed 2026-11-03
Graham Capital Wealth Management, LLC
DECREASED
Shares50,066 from 50,300
Change-234 (0%)
Value$3.0M (-$405.0K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares48,343 from 44,385
Change+3,958 (+9%)
Value$2.9M (-$105.3K)
Filed 2026-10-29
Hartford Investment Management Co
DECREASED
Shares47,056 from 48,421
Change-1,365 (-3%)
Value$2.8M (-$458.8K)
Filed 2026-11-04
Cypress Capital Group
INCREASED
Shares46,326 from 6,053
Change+40,273 (+665%)
Value$2.8M (+$2.4M)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares45,964 from 50,537
Change-4,573 (-9%)
Value$2.8M (-$669.4K)
Filed 2026-10-23
Financial Security Advisor, Inc.
INCREASED
Shares45,826 from 42,664
Change+3,162 (+7%)
Value$2.8M (-$140.1K)
Filed 2026-11-03
Ascent Group, LLC
DECREASED
Shares43,781 from 45,689
Change-1,908 (-4%)
Value$2.6M (-$470.5K)
Filed 2026-10-30
Midwest Trust Co
INCREASED
Shares43,581 from 33,395
Change+10,186 (+31%)
Value$2.6M (+$357.0K)
Filed 2026-10-22
Louisiana State Employees Retirement System
DECREASED
Shares43,300 from 44,900
Change-1,600 (-4%)
Value$2.6M (-$445.7K)
Filed 2026-10-20
Carret Asset Management, LLC
INCREASED
Shares43,288 from 41,879
Change+1,409 (+3%)
Value$2.6M (-$240.1K)
Filed 2026-11-04
New Mexico Educational Retirement Board
UNCHANGED
Shares42,373 from 42,373
Change0 (0%)
Value$2.6M (-$330.0K)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED
Shares42,197 from 42,257
Change-60 (0%)
Value$2.6M (-$332.0K)
Filed 2026-10-22
TCV Trust & Wealth Management, Inc.
INCREASED
Shares42,160 from 41,820
Change+340 (+1%)
Value$2.6M (-$304.4K)
Filed 2026-10-16
Tokio Marine Asset Management Co LTD
INCREASED
Shares42,156 from 41,324
Change+832 (+2%)
Value$2.6M (-$270.7K)
Filed 2026-10-26
Alerus Financial NA
INCREASED
Shares41,549 from 33,673
Change+7,876 (+23%)
Value$2.5M (+$215.0K)
Filed 2026-11-09
Kassira Wealth Management LLC
INCREASED
Shares40,314 from 40,267
Change+47 (+0%)
Value$2.4M (-$310.0K)
Filed 2026-10-28
XML Financial, LLC
INCREASED
Shares39,142 from 38,517
Change+625 (+2%)
Value$2.4M (-$261.4K)
Filed 2026-10-29
Miller Howard Investments Inc
INCREASED
Shares38,475 from 38,159
Change+316 (+1%)
Value$2.3M (-$277.4K)
Filed 2026-10-26
Patten & Patten Inc
DECREASED
Shares38,471 from 41,149
Change-2,678 (-7%)
Value$2.3M (-$481.8K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares38,376 from 40,172
Change-1,796 (-4%)
Value$2.3M (-$420.8K)
Filed 2026-11-06
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares37,740 from 37,529
Change+211 (+1%)
Value$2.3M (-$278.8K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares37,549 from 37,981
Change-432 (-1%)
Value$2.3M (-$321.3K)
Filed 2026-10-23
Gratus Wealth Advisors, LLC
INCREASED
Shares37,379 from 37,286
Change+93 (+0%)
Value$2.3M (-$284.1K)
Filed 2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares37,316 from 140,574
Change-103,258 (-73%)
Value$2.3M (-$7.3M)
Filed 2026-10-22
Level Four Advisory Services, LLC
DECREASED
Shares35,484 from 40,597
Change-5,113 (-13%)
Value$2.1M (-$624.9K)
Filed 2026-11-06
Clearstead Advisors, LLC
DECREASED
Shares35,376 from 36,707
Change-1,331 (-4%)
Value$2.1M (-$365.9K)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
DECREASED
Shares35,034 from 37,135
Change-2,101 (-6%)
Value$2.1M (-$415.7K)
Filed 2026-10-21
Vaughan David Investments LLC
DECREASED
Shares35,020 from 39,364
Change-4,344 (-11%)
Value$2.1M (-$569.0K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares34,951 from 34,393
Change+558 (+2%)
Value$2.1M (-$233.4K)
Filed 2026-10-08
Advisors Management Group Inc
DECREASED
Shares34,783 from 35,428
Change-645 (-2%)
Value$2.1M (-$314.0K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares34,768 from 34,244
Change+524 (+2%)
Value$2.1M (-$234.4K)
Filed 2026-10-28
Argent Trust Co
INCREASED
Shares34,509 from 33,952
Change+557 (+2%)
Value$2.1M (-$230.1K)
Filed 2026-11-09
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares34,128 from 34,128
Change0 (0%)
Value$2.1M (-$265.2K)
Filed 2026-11-06
Quadrant Capital Group LLC
INCREASED
Shares33,891 from 33,329
Change+562 (+2%)
Value$2.1M (-$164.6K)
Filed 2026-10-20
Oak Thistle LLC
INCREASED
Shares33,706 from 15,515
Change+18,191 (+117%)
Value$2.0M (+$980.4K)
Filed 2026-10-21
Redmond Asset Management, LLC
DECREASED
Shares32,973 from 34,838
Change-1,865 (-5%)
Value$2.0M (-$383.5K)
Filed 2026-10-27
Conning Inc.
DECREASED
Shares32,479 from 32,818
Change-339 (-1%)
Value$2.0M (-$275.5K)
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares31,922 from 30,038
Change+1,884 (+6%)
Value$2.2M (+$128.6K)
Filed 2026-11-06
Steel Grove Capital Advisors, LLC
INCREASED
Shares31,817 from 27,876
Change+3,941 (+14%)
Value$1.9M (+$21.9K)
Filed 2026-10-13
Garner Asset Management Corp
DECREASED
Shares31,770 from 34,502
Change-2,732 (-8%)
Value$2.1M (-$219.6K)
Filed 2026-10-30
HUB Investment Partners, LLC
DECREASED
Shares31,639 from 33,782
Change-2,143 (-6%)
Value$1.9M (-$392.2K)
Filed 2026-11-03
Platform Technology Partners
INCREASED
Shares31,620 from 27,342
Change+4,278 (+16%)
Value$1.9M (+$46.5K)
Filed 2026-11-02
Vectors Research Management, LLC
DECREASED
Shares31,276 from 31,374
Change-98 (0%)
Value$1.9M (-$249.7K)
Filed 2026-11-09
Lowe Brockenbrough & Co Inc
DECREASED
Shares31,027 from 31,895
Change-868 (-3%)
Value$1.9M (-$300.4K)
Filed 2026-11-09
Apella Capital, LLC
INCREASED
Shares30,898 from 27,800
Change+3,098 (+11%)
Value$1.9M (-$40.1K)
Filed 2026-10-08
NovaPoint Capital, LLC
INCREASED
Shares30,850 from 30,742
Change+108 (+0%)
Value$1.9M (-$232.3K)
Filed 2026-10-22
Assenagon Asset Management S.A.
DECREASED
Shares30,424 from 30,537
Change-113 (0%)
Value$1.8M (-$244.1K)
Filed 2026-10-15
Banco Santander, S.A.
INCREASED
Shares29,806 from 28,680
Change+1,126 (+4%)
Value$1.8M (-$154.7K)
Filed 2026-11-10
Beese Fulmer Investment Management, Inc.
DECREASED
Shares29,800 from 30,075
Change-275 (-1%)
Value$1.8M (-$250.3K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares29,517 from 28,907
Change+610 (+2%)
Value$1.8M (-$187.7K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares29,442 from 29,047
Change+395 (+1%)
Value$1.8M (-$201.8K)
Filed 2026-10-27
Culbertson A N & Co Inc
DECREASED
Shares29,359 from 36,229
Change-6,870 (-19%)
Value$1.8M (-$697.2K)
Filed 2026-10-21
Verus Financial Partners, Inc.
INCREASED
Shares29,241 from 28,336
Change+905 (+3%)
Value$1.8M (-$165.4K)
Filed 2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares29,024 from 28,669
Change+355 (+1%)
Value$1.8M (-$201.3K)
Filed 2026-10-21
Donaldson Capital Management, LLC
INCREASED
Shares28,935 from 27,693
Change+1,242 (+4%)
Value$1.8M (-$140.0K)
Filed 2026-11-09
Blue Capital, Inc.
DECREASED
Shares28,157 from 39,062
Change-10,905 (-28%)
Value$1.7M (-$963.5K)
Filed 2026-10-13
Geneos Wealth Management Inc.
INCREASED
Shares27,963 from 14,586
Change+13,377 (+92%)
Value$1.7M (+$696.2K)
Filed 2026-11-09
Pittenger & Anderson Inc
INCREASED
Shares27,715 from 14,535
Change+13,180 (+91%)
Value$1.7M (+$684.7K)
Filed 2026-11-02
North Dakota State Investment Board
INCREASED
Shares26,950 from 25,377
Change+1,573 (+6%)
Value$1.6M (-$102.0K)
Filed 2026-10-27
ABC Arbitrage SA
INCREASED
Shares26,884 from 25,522
Change+1,362 (+5%)
Value$1.6M (-$115.9K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares26,433 from 32,322
Change-5,889 (-18%)
Value$1.6M (-$607.6K)
Filed 2026-10-22
Profund Advisors LLC
DECREASED
Shares26,372 from 27,536
Change-1,164 (-4%)
Value$1.6M (-$284.4K)
Filed 2026-10-29
Altman Advisors, Inc.
DECREASED
Shares25,935 from 26,019
Change-84 (0%)
Value$1.6M (-$207.2K)
Filed 2026-11-05
John Boyer, Inc.
INCREASED
Shares25,811 from 24,158
Change+1,653 (+7%)
Value$1.6M (-$88.2K)
Filed 2026-10-27
Courier Capital LLC
DECREASED
Shares25,462 from 26,022
Change-560 (-2%)
Value$1.5M (-$236.0K)
Filed 2026-10-19
Wolverine Asset Management LLC
INCREASED
Shares25,380 from 9,378
Change+16,002 (+171%)
Value$1.5M (+$895.6K)
Filed 2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares25,036 from 22,727
Change+2,309 (+10%)
Value$1.5M (-$36.8K)
Filed 2026-10-30
Capital Investment Counsel, Inc
INCREASED
Shares24,905 from 24,509
Change+396 (+2%)
Value$1.5M (-$166.5K)
Filed 2026-10-20
Central Trust Co
DECREASED
Shares24,621 from 25,768
Change-1,147 (-4%)
Value$1.5M (-$269.6K)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares24,264 from 22,694
Change+1,570 (+7%)
Value$1.5M (-$81.3K)
Filed 2026-11-06
Colonial River Investments, LLC
DECREASED
Shares24,163 from 28,925
Change-4,762 (-16%)
Value$1.5M (-$513.0K)
Filed 2026-10-19
Concord Wealth Partners
DECREASED
Shares24,040 from 24,214
Change-174 (-1%)
Value$1.5M (-$198.7K)
Filed 2026-11-02
Concord Asset Management, LLC
INCREASED
Shares23,807 from 23,669
Change+138 (+1%)
Value$1.4M (-$175.5K)
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares23,699 from 24,984
Change-1,285 (-5%)
Value$1.4M (-$271.9K)
Filed 2026-10-27
Park Avenue Securities LLC
INCREASED
Shares23,651 from 17,525
Change+6,126 (+35%)
Value$1.4M (+$234.0K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares23,458 from 22,130
Change+1,328 (+6%)
Value$1.4M (-$91.6K)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares23,390 from 173,368
Change-149,978 (-87%)
Value$1.4M (-$10.4M)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares23,313 from 21,517
Change+1,796 (+8%)
Value$1.4M (-$58.5K)
Filed 2026-10-26
Slocum, Gordon & Co LLP
INCREASED
Shares23,144 from 10,152
Change+12,992 (+128%)
Value$1.4M (+$707.4K)
Filed 2026-10-19
Alpha Omega Wealth Management LLC
DECREASED
Shares23,102 from 23,327
Change-225 (-1%)
Value$1.4M (-$194.9K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares22,989 from 12,543
Change+10,446 (+83%)
Value$1.4M (+$534.8K)
Filed 2026-10-14
Securian Asset Management, Inc
DECREASED
Shares22,846 from 23,370
Change-524 (-2%)
Value$1.4M (-$277.6K)
Filed 2026-11-06
3Chopt Investment Partners, LLC
DECREASED
Shares22,611 from 26,983
Change-4,372 (-16%)
Value$1.4M (-$474.3K)
Filed 2026-10-30
AGP Franklin, LLC
DECREASED
Shares22,415 from 23,357
Change-942 (-4%)
Value$1.4M (-$238.5K)
Filed 2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares22,068 from 25,108
Change-3,040 (-12%)
Value$1.3M (-$379.1K)
Filed 2026-10-09
LEE Danner & Bass Inc
DECREASED
Shares21,597 from 22,197
Change-600 (-3%)
Value$1.3M (-$208.8K)
Filed 2026-10-27
Mason & Associates, LLC
INCREASED
Shares21,400 from 20,129
Change+1,271 (+6%)
Value$1.3M (-$79.5K)
Filed 2026-10-26
Coldstream Capital Management Inc
DECREASED
Shares21,328 from 25,932
Change-4,604 (-18%)
Value$1.3M (-$480.1K)
Filed 2026-11-09
Belpointe Asset Management LLC
DECREASED
Shares21,260 from 22,308
Change-1,048 (-5%)
Value$1.3M (-$236.7K)
Filed 2026-11-09
Diversify Wealth Management, LLC
DECREASED
Shares20,988 from 21,346
Change-358 (-2%)
Value$1.3M (-$180.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares20,988 from 21,346
Change-358 (-2%)
Value$1.3M (-$180.7K)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares20,983 from 20,499
Change+484 (+2%)
Value$1.3M (-$130.0K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares20,880 from 20,923
Change-43 (0%)
Value$1.3M (-$165.2K)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares20,675 from 18,791
Change+1,884 (+10%)
Value$1.3M (-$31.9K)
Filed 2026-10-08
Spire Wealth Management
DECREASED
Shares20,625 from 22,944
Change-2,319 (-10%)
Value$1.2M (-$318.6K)
Filed 2026-10-30
Midwest Professional Planners, Ltd.
DECREASED
Shares20,156 from 20,906
Change-750 (-4%)
Value$1.2M (-$207.9K)
Filed 2026-10-29
Brookstone Capital Management
DECREASED
Shares20,119 from 21,846
Change-1,727 (-8%)
Value$1.2M (-$274.3K)
Filed 2026-10-22
Inspire Trust Co, N.A.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.2M (-$155.4K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
DECREASED
Shares19,840 from 20,072
Change-232 (-1%)
Value$1.2M (-$170.0K)
Filed 2026-10-16
Abundance Wealth Counselors
INCREASED
Shares19,727 from 19,694
Change+33 (+0%)
Value$1.2M (-$151.0K)
Filed 2026-10-26
First Horizon Corp
UNCHANGED
Shares19,602 from 19,602
Change0 (0%)
Value$1.2M (-$152.3K)
Filed 2026-10-26
Moors & Cabot, Inc.
DECREASED
Shares19,526 from 20,139
Change-613 (-3%)
Value$1.2M (-$193.6K)
Filed 2026-11-06
Farmers & Merchants Investments Inc
INCREASED
Shares19,493 from 19,478
Change+15 (+0%)
Value$1.2M (-$150.4K)
Filed 2026-10-22
Whitener Capital Management, Inc.
INCREASED
Shares19,367 from 19,267
Change+100 (+1%)
Value$1.2M (-$143.7K)
Filed 2026-10-15
Personal CFO Solutions, LLC
DECREASED
Shares19,298 from 20,559
Change-1,261 (-6%)
Value$1.2M (-$236.1K)
Filed 2026-11-06
Hilton Head Capital Partners, LLC
DECREASED
Shares19,179 from 19,651
Change-472 (-2%)
Value$1.2M (-$181.3K)
Filed 2026-10-23
Candriam S.C.A.
UNCHANGED
Shares18,956 from 18,956
Change0 (0%)
Value$1.2M (-$141.9K)
Filed 2026-11-03
Cullinan Associates Inc
DECREASED
Shares18,878 from 20,378
Change-1,500 (-7%)
Value$1.1M (-$249.1K)
Filed 2026-11-03
Woodstock Corp
DECREASED
Shares18,809 from 18,984
Change-175 (-1%)
Value$1.1M (-$158.1K)
Filed 2026-10-13
Beacon Bank & Trust
DECREASED
Shares18,764 from 20,860
Change-2,096 (-10%)
Value$1.1M (-$288.9K)
Filed 2026-10-27
Cohen Klingenstein LLC
UNCHANGED
Shares18,700 from 18,700
Change0 (0%)
Value$1.1M (-$145.3K)
Filed 2026-10-15
Generali Investments, Management Co LLC
DECREASED
Shares18,690 from 24,974
Change-6,284 (-25%)
Value$1.1M (-$574.4K)
Filed 2026-10-19
Burney Co/
DECREASED
Shares18,623 from 18,978
Change-355 (-2%)
Value$1.1M (-$168.9K)
Filed 2026-10-15
Tred Avon Family Wealth, LLC
DECREASED
Shares18,610 from 19,385
Change-775 (-4%)
Value$1.1M (-$197.5K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares18,449 from 28,802
Change-10,353 (-36%)
Value$1.1M (-$850.4K)
Filed 2026-10-21
Chesley Taft & Associates LLC
UNCHANGED
Shares18,257 from 18,257
Change0 (0%)
Value$1.1M (-$141.9K)
Filed 2026-10-13
Radnor Capital Management, LLC
UNCHANGED
Shares18,230 from 18,230
Change0 (0%)
Value$1.1M (-$141.6K)
Filed 2026-10-23
City Holding Co
INCREASED
Shares18,204 from 18,084
Change+120 (+1%)
Value$1.1M (-$133.2K)
Filed 2026-10-19
Advisortrust Partners, LLC
INCREASED
Shares18,202 from 17,786
Change+416 (+2%)
Value$1.1M (-$113.0K)
Filed 2026-11-02
Salvus Wealth Management, LLC
DECREASED
Shares18,175 from 18,361
Change-186 (-1%)
Value$1.1M (-$153.9K)
Filed 2026-10-13
Bull Street Advisors, LLC
DECREASED
Shares17,737 from 28,263
Change-10,526 (-37%)
Value$1.1M (-$857.0K)
Filed 2026-10-20
Ascent Wealth Partners, LLC
DECREASED
Shares17,725 from 32,162
Change-14,437 (-45%)
Value$1.1M (-$1.1M)
Filed 2026-10-23
Towne Trust Company, N.a
DECREASED
Shares17,663 from 21,310
Change-3,647 (-17%)
Value$1.1M (-$386.3K)
Filed 2026-10-28
Friedenthal Financial
NEW
Shares17,526
Change+17,526
Value$1.1M
Filed 2026-10-27
Elmwood Wealth Management, Inc.
DECREASED
Shares17,391 from 17,392
Change-1 (0%)
Value$1.1M (-$135.2K)
Filed 2026-10-14
Waters Parkerson & Co., LLC
DECREASED
Shares17,379 from 18,213
Change-834 (-5%)
Value$1.1M (-$192.0K)
Filed 2026-11-04
Cornerstone Planning, LLC
INCREASED
Shares17,361 from 17,280
Change+81 (+0%)
Value$1.1M (-$32.6K)
Filed 2026-10-27
Juno Financial Group LLC
INCREASED
Shares17,196 from 15,288
Change+1,908 (+12%)
Value$1.0M (-$3.4K)
Filed 2026-10-27
R Squared Ltd
NEW
Shares17,186
Change+17,186
Value$1.0M
Filed 2026-11-06
Praxis Investment Management Inc
UNCHANGED
Shares17,170 from 17,170
Change0 (0%)
Value$1.0M (-$134.0K)
Filed 2026-11-03
Canandaigua National Bank & Trust Co
DECREASED
Shares17,125 from 20,011
Change-2,886 (-14%)
Value$1.0M (-$330.1K)
Filed 2026-10-07
Innovative Wealth Building LLC
INCREASED
Shares17,057 from 16,729
Change+328 (+2%)
Value$1.0M (-$110.2K)
Filed 2026-10-14
Trust Co of Toledo NA
DECREASED
Shares17,018 from 18,537
Change-1,519 (-8%)
Value$1.0M (-$236.0K)
Filed 2026-10-16
Canada Post Corp Registered Pension Plan
UNCHANGED
Shares17,007 from 17,007
Change0 (0%)
Value$1.0M (-$130.1K)
Filed 2026-11-09
Cornerstone Wealth Group, LLC
INCREASED
Shares16,978 from 16,549
Change+429 (+3%)
Value$1.0M (-$102.6K)
Filed 2026-11-02
Heritage Trust Co
DECREASED
Shares16,878 from 16,895
Change-17 (0%)
Value$1.0M (-$132.3K)
Filed 2026-11-09
Shelton Wealth Management, LLC
DECREASED
Shares16,846 from 17,636
Change-790 (-4%)
Value$1.0M (-$184.8K)
Filed 2026-10-16
Fisher Asset Management, LLC
INCREASED
Shares16,819 from 14,381
Change+2,438 (+17%)
Value$1.0M (+$35.8K)
Filed 2026-11-06
Rossby Financial, LCC
DECREASED
Shares16,791 from 16,892
Change-101 (-1%)
Value$1.0M (-$137.4K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares16,776 from 21,722
Change-4,946 (-23%)
Value$1.0M (-$468.1K)
Filed 2026-10-13
Avanza Fonder AB
UNCHANGED
Shares16,575 from 16,575
Change0 (0%)
Value$1.0M (-$128.8K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares16,552 from 15,853
Change+699 (+4%)
Value$1.0M (-$80.9K)
Filed 2026-10-22
Trust Co of Vermont
INCREASED
Shares16,258 from 16,144
Change+114 (+1%)
Value$983.9K (-$118.5K)
Filed 2026-10-21
Bessemer Group Inc
INCREASED
Shares16,164 from 16,112
Change+52 (+0%)
Value$958.0K (-$123.0K)
Filed 2026-11-09
Burke & Herbert Bank & Trust Co
DECREASED
Shares15,926 from 17,136
Change-1,210 (-7%)
Value$963.8K (-$206.4K)
Filed 2026-11-02
Excalibur Management Corp
DECREASED
Shares15,752 from 16,146
Change-394 (-2%)
Value$953.3K (-$149.3K)
Filed 2026-11-02
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares15,684 from 14,625
Change+1,059 (+7%)
Value$949.2K (-$49.5K)
Filed 2026-10-07
Daymark Wealth Partners, LLC
DECREASED
Shares15,456 from 17,184
Change-1,728 (-10%)
Value$935.4K (-$238.1K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares15,423 from 16,134
Change-711 (-4%)
Value$933.4K (-$168.4K)
Filed 2026-10-28
Heritage Wealth Advisors
DECREASED
Shares15,383 from 16,444
Change-1,061 (-6%)
Value$931.0K (-$192.0K)
Filed 2026-11-09
HBK Sorce Advisory LLC
INCREASED
Shares15,272 from 14,014
Change+1,258 (+9%)
Value$1.1M (+$106.8K)
Filed 2026-11-06
Beverly Hills Private Wealth, LLC
INCREASED
Shares15,250 from 10,904
Change+4,346 (+40%)
Value$922.9K (+$178.3K)
Filed 2026-11-04
Peoples Financial Services Corp.
DECREASED
Shares15,178 from 15,386
Change-208 (-1%)
Value$918.6K (-$132.1K)
Filed 2026-10-20
Compass Financial Management LLC
DECREASED
Shares15,174 from 16,692
Change-1,518 (-9%)
Value$918.3K (-$222.2K)
Filed 2026-10-30
Jacobi Capital Management LLC
INCREASED
Shares15,150 from 15,130
Change+20 (+0%)
Value$916.9K (-$116.3K)
Filed 2026-11-05
Jeppson Wealth Management, LLC
INCREASED
Shares15,124 from 15,034
Change+90 (+1%)
Value$915.3K (-$111.4K)
Filed 2026-10-20
Olympiad Research LP
INCREASED
Shares15,042 from 14,618
Change+424 (+3%)
Value$910.3K (-$87.9K)
Filed 2026-11-04
Patten Group, Inc.
INCREASED
Shares15,021 from 14,916
Change+105 (+1%)
Value$909.1K (-$109.6K)
Filed 2026-10-26
Acorn Financial Advisory Services Inc
INCREASED
Shares14,760 from 14,750
Change+10 (+0%)
Value$893.3K (-$114.0K)
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares14,557 from 11,921
Change+2,636 (+22%)
Value$898.9K (+$63.5K)
Filed 2026-10-09
Bria Capital Group, LLC
INCREASED
Shares14,501 from 10,848
Change+3,653 (+34%)
Value$877.6K (+$136.8K)
Filed 2026-10-22
Navalign, LLC
INCREASED
Shares14,463 from 14,149
Change+314 (+2%)
Value$875.3K (-$90.9K)
Filed 2026-11-09
NBT Bank, N.A.
DECREASED
Shares14,337 from 16,131
Change-1,794 (-11%)
Value$867.7K (-$234.0K)
Filed 2026-10-21
Miller Financial Services LLC
INCREASED
Shares14,312 from 14,041
Change+271 (+2%)
Value$866.2K (-$92.7K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares14,293 from 13,648
Change+645 (+5%)
Value$865.0K (-$67.0K)
Filed 2026-11-04
Meridian Financial Partners LLC
DECREASED
Shares13,965 from 14,158
Change-193 (-1%)
Value$877.8K (-$127.0K)
Filed 2026-10-23
HBW Advisory Services LLC
DECREASED
Shares13,849 from 14,435
Change-586 (-4%)
Value$838.1K (-$147.6K)
Filed 2026-10-15
Tema Etfs LLC
INCREASED
Shares13,835 from 13,576
Change+259 (+2%)
Value$837.3K (-$89.8K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares13,753 from 13,752
Change+1 (+0%)
Value$832.3K (-$106.9K)
Filed 2026-10-23
AGF Management LTD
UNCHANGED
Shares13,737 from 13,737
Change0 (0%)
Value$831.4K (-$106.7K)
Filed 2026-11-03
Archford Capital Strategies, LLC
INCREASED
Shares13,642 from 13,390
Change+252 (+2%)
Value$825.6K (-$88.8K)
Filed 2026-10-19
Generali Asset Management SPA SGR
NEW
Shares13,536
Change+13,536
Value$819.2K
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares13,424 from 12,732
Change+692 (+5%)
Value$812.4K (-$57.1K)
Filed 2026-10-23
First Citizens Bank & Trust Co
INCREASED
Shares13,287 from 4,823
Change+8,464 (+175%)
Value$804.1K (+$474.8K)
Filed 2026-10-14
Compound Planning, Inc.
DECREASED
Shares13,023 from 14,575
Change-1,552 (-11%)
Value$788.2K (-$207.2K)
Filed 2026-11-09
Sigma Planning Corp
DECREASED
Shares12,991 from 13,352
Change-361 (-3%)
Value$786.2K (-$125.6K)
Filed 2026-10-23
Arrow Financial Corp
DECREASED
Shares12,872 from 13,060
Change-188 (-1%)
Value$779.0K (-$112.9K)
Filed 2026-10-26
Blue Trust, Inc.
DECREASED
Shares12,729 from 13,704
Change-975 (-7%)
Value$770.3K (-$165.5K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
DECREASED
Shares12,703 from 18,843
Change-6,140 (-33%)
Value$768.8K (-$518.0K)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares12,685 from 13,941
Change-1,256 (-9%)
Value$767.7K (-$184.3K)
Filed 2026-10-29
Centennial Wealth Advisory LLC
INCREASED
Shares12,654 from 12,154
Change+500 (+4%)
Value$765.8K (-$64.1K)
Filed 2026-10-16
CWA Asset Management Group, LLC
DECREASED
Shares12,599 from 12,833
Change-234 (-2%)
Value$762.5K (-$113.8K)
Filed 2026-10-19
Heritage Investors Management Corp
NEW
Shares12,534
Change+12,534
Value$759.0K
Filed 2026-10-29
Eagle Harbor Asset Management Inc
DECREASED
Shares12,520 from 12,691
Change-171 (-1%)
Value$757.7K (-$108.9K)
Filed 2026-10-21
Csenge Advisory Group
DECREASED
Shares12,476 from 12,735
Change-259 (-2%)
Value$755.0K (-$114.6K)
Filed 2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED
Shares12,457 from 12,466
Change-9 (0%)
Value$753.9K (-$97.4K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
INCREASED
Shares12,438 from 12,180
Change+258 (+2%)
Value$752.8K (-$172)
Filed 2026-10-13
Glenview Trust Co
INCREASED
Shares12,368 from 12,357
Change+11 (+0%)
Value$748.5K (-$95.3K)
Filed 2026-10-28
Hendershot Investments Inc.
DECREASED
Shares12,328 from 12,478
Change-150 (-1%)
Value$746.1K (-$106.0K)
Filed 2026-11-05
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares12,248 from 12,200
Change+48 (+0%)
Value$741.2K (-$91.9K)
Filed 2026-10-06
UMB Bank, n.a.
DECREASED
Shares12,196 from 12,204
Change-8 (0%)
Value$738.1K (-$95.3K)
Filed 2026-11-06
Parcion Private Wealth LLC
DECREASED
Shares12,176 from 12,750
Change-574 (-4%)
Value$736.9K (-$133.8K)
Filed 2026-10-28
AlphaStar Capital Management, LLC
INCREASED
Shares12,085 from 11,072
Change+1,013 (+9%)
Value$731.4K (-$24.7K)
Filed 2026-10-16
Rahlfs Capital, LLC
UNCHANGED
Shares12,050 from 12,050
Change0 (0%)
Value$729.3K (-$93.6K)
Filed 2026-10-23
Brighton Jones LLC
DECREASED
Shares11,949 from 13,952
Change-2,003 (-14%)
Value$723.2K (-$229.6K)
Filed 2026-11-03
Ti-Trust, Inc
UNCHANGED
Shares11,929 from 11,929
Change0 (0%)
Value$721.9K (-$92.7K)
Filed 2026-10-21
Birch Hill Investment Advisors LLC
UNCHANGED
Shares11,817 from 11,817
Change0 (0%)
Value$715.2K (-$91.8K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares11,758 from 11,871
Change-113 (-1%)
Value$711.6K (-$99.1K)
Filed 2026-11-03
NTV Asset Management LLC
DECREASED
Shares11,665 from 11,966
Change-301 (-3%)
Value$706.0K (-$111.1K)
Filed 2026-10-23
Caldwell Trust Co
DECREASED
Shares11,632 from 11,706
Change-74 (-1%)
Value$704.0K (-$95.4K)
Filed 2026-10-30
Main Street Group, LTD
INCREASED
Shares11,626 from 11,604
Change+22 (+0%)
Value$703.6K (-$88.8K)
Filed 2026-10-28
Joel Isaacson & Co., LLC
INCREASED
Shares11,477 from 10,901
Change+576 (+5%)
Value$694.6K (-$49.8K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares11,461 from 11,348
Change+113 (+1%)
Value$693.6K (-$81.3K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
DECREASED
Shares11,460 from 12,945
Change-1,485 (-11%)
Value$693.6K (-$190.5K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares11,432 from 11,417
Change+15 (+0%)
Value$691.8K (-$87.8K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
DECREASED
Shares11,431 from 12,481
Change-1,050 (-8%)
Value$691.8K (-$160.6K)
Filed 2026-10-21
CX Institutional
INCREASED
Shares11,385 from 8,094
Change+3,291 (+41%)
Value$689.0K (+$688.4K)
Filed 2026-10-02
Grimes & Co Wealth Management, LLC
INCREASED
Shares11,334 from 11,151
Change+183 (+2%)
Value$685.9K (-$75.5K)
Filed 2026-10-29
Vontobel Holding Ltd.
INCREASED
Shares11,282 from 10,823
Change+459 (+4%)
Value$682.8K (-$56.3K)
Filed 2026-10-16
Venture Visionary Partners LLC
DECREASED
Shares11,273 from 11,345
Change-72 (-1%)
Value$682.3K (-$92.5K)
Filed 2026-10-07
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$764.8K ($0)
Filed 2026-10-15
United Advisor Group, LLC
DECREASED
Shares11,187 from 11,328
Change-141 (-1%)
Value$677.1K (-$96.5K)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares10,907 from 9,936
Change+971 (+10%)
Value$660.1K (-$18.4K)
Filed 2026-10-28
Chickasaw Capital Management LLC
UNCHANGED
Shares10,872 from 10,872
Change0 (0%)
Value$658.0K (+$657.2K)
Filed 2026-10-08
Valeo Financial Advisors, LLC
DECREASED
Shares10,853 from 11,885
Change-1,032 (-9%)
Value$656.8K (-$154.8K)
Filed 2026-10-08
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares10,813 from 10,784
Change+29 (+0%)
Value$654.4K (-$82.0K)
Filed 2026-10-08
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares10,797 from 3,360
Change+7,437 (+221%)
Value$653.4K (+$424.0K)
Filed 2026-10-14
Romano Brothers and Company
UNCHANGED
Shares10,794 from 10,794
Change0 (0%)
Value$653.3K (-$83.9K)
Filed 2026-10-22
Bay Capital Advisors, LLC
DECREASED
Shares10,702 from 10,952
Change-250 (-2%)
Value$647.7K (-$100.2K)
Filed 2026-10-16
Wedbush Securities Inc
INCREASED
Shares10,660 from 10,365
Change+295 (+3%)
Value$645.0K (-$63.0K)
Filed 2026-10-22
Integrity Alliance, Llc.
DECREASED
Shares10,597 from 10,617
Change-20 (0%)
Value$641.4K (-$83.7K)
Filed 2026-10-29
Verdence Capital Advisors LLC
INCREASED
Shares10,553 from 10,009
Change+544 (+5%)
Value$638.7K (-$44.9K)
Filed 2026-10-26
Hughes Financial Services, LLC
INCREASED
Shares10,225 from 10,071
Change+154 (+2%)
Value$665.9K (-$21.8K)
Filed 2026-10-30
Greatmark Investment Partners, Inc.
INCREASED
Shares10,139 from 6,889
Change+3,250 (+47%)
Value$613.6K (+$143.2K)
Filed 2026-10-28
Plimoth Trust Co LLC
DECREASED
Shares10,118 from 10,360
Change-242 (-2%)
Value$612.3K (-$95.1K)
Filed 2026-10-26
Vanguard Capital Wealth Advisors
DECREASED
Shares10,100 from 10,800
Change-700 (-6%)
Value$611.3K (-$126.3K)
Filed 2026-10-16
Triangle Securities Wealth Management
INCREASED
Shares10,090 from 9,974
Change+116 (+1%)
Value$610.7K (-$70.5K)
Filed 2026-10-14
Catalyst Financial Partners LLC
INCREASED
Shares10,029 from 9,978
Change+51 (+1%)
Value$607.0K (-$74.4K)
Filed 2026-11-06
Total Clarity Wealth Management, Inc.
DECREASED
Shares9,945 from 17,190
Change-7,245 (-42%)
Value$601.9K (-$572.0K)
Filed 2026-10-26
Cordgrass Capital Advisors, LLC
DECREASED
Shares9,904 from 10,133
Change-229 (-2%)
Value$599.4K (-$92.6K)
Filed 2026-10-30
Welch Group, LLC
DECREASED
Shares9,867 from 9,909
Change-42 (0%)
Value$597.2K (-$79.5K)
Filed 2026-10-29
Rockland Trust Co
UNCHANGED
Shares9,787 from 9,787
Change0 (0%)
Value$592.3K (-$76.0K)
Filed 2026-10-05
Modera Wealth Management, LLC
DECREASED
Shares9,702 from 9,771
Change-69 (-1%)
Value$587.2K (-$80.1K)
Filed 2026-10-28
SouthState Bank Corp
DECREASED
Shares9,648 from 9,899
Change-251 (-3%)
Value$583.9K (-$92.1K)
Filed 2026-11-09
Natixis
DECREASED
Shares9,617 from 72,704
Change-63,087 (-87%)
Value$582.0K (-$4.4M)
Filed 2026-11-06
Institute for Wealth Management, Llc.
UNCHANGED
Shares9,611 from 9,611
Change0 (0%)
Value$581.7K (-$74.7K)
Filed 2026-11-06
Cidel Asset Management Inc
INCREASED
Shares9,522 from 9,258
Change+264 (+3%)
Value$576.3K (-$56.0K)
Filed 2026-10-29
1620 Investment Advisors, Inc.
INCREASED
Shares9,400 from 9,372
Change+28 (+0%)
Value$568.9K (-$71.1K)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
DECREASED
Shares9,359 from 12,082
Change-2,723 (-23%)
Value$566.4K (-$258.6K)
Filed 2026-10-26
Marco Investment Management LLC
DECREASED
Shares9,134 from 12,634
Change-3,500 (-28%)
Value$552.8K (-$310.0K)
Filed 2026-11-09
Abacus Planning Group, Inc.
INCREASED
Shares9,108 from 7,409
Change+1,699 (+23%)
Value$551.2K (+$45.3K)
Filed 2026-11-02
Fragasso Financial Advisors Inc
DECREASED
Shares9,083 from 9,379
Change-296 (-3%)
Value$559.9K (-$80.6K)
Filed 2026-10-13
DiNuzzo Private Wealth, Inc.
INCREASED
Shares9,069 from 8,977
Change+92 (+1%)
Value$548.9K (-$64.2K)
Filed 2026-10-16
Chesapeake Wealth Management
DECREASED
Shares9,024 from 9,211
Change-187 (-2%)
Value$546.1K (-$82.9K)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares8,986 from 13,614
Change-4,628 (-34%)
Value$543.8K (-$385.9K)
Filed 2026-11-09
Hardin Capital Partners, LLC
UNCHANGED
Shares8,977 from 8,977
Change0 (0%)
Value$543.3K (-$75.8K)
Filed 2026-10-09
V-Square Quantitative Management LLC
INCREASED
Shares8,855 from 8,183
Change+672 (+8%)
Value$535.9K (-$22.9K)
Filed 2026-10-15
Premier Path Wealth Partners, LLC
DECREASED
Shares8,788 from 9,795
Change-1,007 (-10%)
Value$531.8K (-$137.1K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares8,776 from 8,737
Change+39 (+0%)
Value$531.1K (-$65.6K)
Filed 2026-11-03
First Command Advisory Services, Inc.
INCREASED
Shares8,751 from 6,496
Change+2,255 (+35%)
Value$529.6K (+$86.0K)
Filed 2026-11-05
Aull & Monroe Investment Management Corp
INCREASED
Shares8,740 from 4,568
Change+4,172 (+91%)
Value$528.9K (+$217.0K)
Filed 2026-10-16
Camelot Portfolios, LLC
INCREASED
Shares8,729 from 8,728
Change+1 (+0%)
Value$528.3K (-$67.8K)
Filed 2026-11-09
Legacy Financial Independent Advisors LLC
DECREASED
Shares8,726 from 9,398
Change-672 (-7%)
Value$528.1K (-$113.7K)
Filed 2026-11-02
United Asset Strategies, Inc.
INCREASED
Shares8,671 from 8,562
Change+109 (+1%)
Value$524.8K (-$59.9K)
Filed 2026-10-28
Harrison Street Private Wealth LLC
INCREASED
Shares8,554 from 7,819
Change+735 (+9%)
Value$517.7K (-$16.3K)
Filed 2026-10-26
Genesis Private Wealth, LLC
INCREASED
Shares8,520 from 3,922
Change+4,598 (+117%)
Value$515.6K (+$247.8K)
Filed 2026-11-02
Armstrong Advisory Group, Inc
DECREASED
Shares8,518 from 8,666
Change-148 (-2%)
Value$515.5K (-$76.3K)
Filed 2026-10-09
Chemung Canal Trust Co
DECREASED
Shares8,513 from 10,319
Change-1,806 (-17%)
Value$515.2K (-$189.5K)
Filed 2026-11-04
SS&H Financial Advisors, Inc.
UNCHANGED
Shares8,493 from 8,493
Change0 (0%)
Value$514.0K (-$66.0K)
Filed 2026-10-28
Leavell Investment Management, Inc.
INCREASED
Shares8,474 from 5,898
Change+2,576 (+44%)
Value$512.8K (+$110.1K)
Filed 2026-11-09
Bison Wealth, LLC
DECREASED
Shares8,445 from 14,387
Change-5,942 (-41%)
Value$527.4K (-$469.1K)
Filed 2026-10-13
Phoenix Wealth Advisors
DECREASED
Shares8,429 from 8,459
Change-30 (0%)
Value$510.1K (-$67.5K)
Filed 2026-11-03
Evergreen Capital Management LLC
INCREASED
Shares8,412 from 7,550
Change+862 (+11%)
Value$509.1K (-$6.5K)
Filed 2026-10-23
Citizens Financial Group Inc
DECREASED
Shares8,370 from 9,472
Change-1,102 (-12%)
Value$506.6K (-$140.3K)
Filed 2026-10-23
MQS Management LLC
NEW
Shares8,244
Change+8,244
Value$498.9K
Filed 2026-11-06
Aprio Wealth Management, LLC
DECREASED
Shares8,238 from 8,395
Change-157 (-2%)
Value$498.6K (-$74.7K)
Filed 2026-10-28
Key FInancial Inc
INCREASED
Shares8,236 from 8,221
Change+15 (+0%)
Value$498.4K (-$63.0K)
Filed 2026-11-02
Cigna Investments Inc
UNCHANGED
Shares8,210 from 8,210
Change0 (0%)
Value$497.0K (-$64.0K)
Filed 2026-10-19
Wealth Science Advisors LLC
DECREASED
Shares8,208 from 8,458
Change-250 (-3%)
Value$496.7K (-$80.8K)
Filed 2026-10-09
S.A. Mason LLC
UNCHANGED
Shares8,115 from 8,115
Change0 (0%)
Value$491.1K (-$63.1K)
Filed 2026-10-13
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares8,111 from 9,687
Change-1,576 (-16%)
Value$490.9K (-$170.6K)
Filed 2026-11-09
Spirit of America Management Corp
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$490.2K (-$62.9K)
Filed 2026-10-14
Total Wealth Planning & Management, Inc.
DECREASED
Shares8,093 from 8,183
Change-90 (-1%)
Value$489.8K (-$69.0K)
Filed 2026-10-23
Smithfield Trust Co
UNCHANGED
Shares7,967 from 7,967
Change0 (0%)
Value$480.0K (-$64.0K)
Filed 2026-11-09
Mainstay Capital Management LLC
UNCHANGED
Shares7,959 from 7,959
Change0 (0%)
Value$481.7K (-$61.8K)
Filed 2026-11-09
1834 Investment Advisors Co
DECREASED
Shares7,953 from 11,219
Change-3,266 (-29%)
Value$481.3K (-$284.8K)
Filed 2026-10-16
Sapient Capital LLC
INCREASED
Shares7,854 from 3,983
Change+3,871 (+97%)
Value$475.3K (+$203.3K)
Filed 2026-10-08
Investors Research Corp
DECREASED
Shares7,848 from 7,865
Change-17 (0%)
Value$475.0K (-$62.1K)
Filed 2026-10-07
Tctc Holdings, LLC
DECREASED
Shares7,778 from 13,778
Change-6,000 (-44%)
Value$470.7K (-$470.2K)
Filed 2026-11-02
Eastern Bank
UNCHANGED
Shares7,747 from 7,747
Change0 (0%)
Value$468.8K (-$60.2K)
Filed 2026-10-05
RVW Wealth, LLC
UNCHANGED
Shares7,725 from 7,725
Change0 (0%)
Value$467.5K (-$60.0K)
Filed 2026-10-06
Manchester Capital Management LLC
DECREASED
Shares7,697 from 7,773
Change-76 (-1%)
Value$465.8K (-$65.0K)
Filed 2026-10-22
Element Pointe Advisors, LLC
DECREASED
Shares7,680 from 7,852
Change-172 (-2%)
Value$464.8K (-$71.4K)
Filed 2026-10-21
ICW Investment Advisors LLC
INCREASED
Shares7,675 from 7,601
Change+74 (+1%)
Value$464.5K (-$54.6K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
DECREASED
Shares7,658 from 8,015
Change-357 (-4%)
Value$463.4K (-$83.9K)
Filed 2026-10-29
Everhart Financial Group, Inc.
DECREASED
Shares7,603 from 8,151
Change-548 (-7%)
Value$460.1K (-$96.5K)
Filed 2026-10-08
Sard Wealth Management Group, LLC
INCREASED
Shares7,598 from 7,562
Change+36 (+0%)
Value$459.8K (-$56.6K)
Filed 2026-10-16
Power Wealth Management LLC
INCREASED
Shares7,589 from 5,715
Change+1,874 (+33%)
Value$459.3K (+$69.0K)
Filed 2026-10-27
ZWJ Investment Counsel Inc
INCREASED
Shares7,579 from 5,579
Change+2,000 (+36%)
Value$458.7K (+$77.7K)
Filed 2026-10-15
Hantz Financial Services, Inc.
DECREASED
Shares7,486 from 7,490
Change-4 (0%)
Value$453.0K (-$59.0K)
Filed 2026-11-09
Register Financial Advisors LLC
INCREASED
Shares7,469 from 7,442
Change+27 (+0%)
Value$452.0K (-$56.2K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED
Shares7,445 from 7,187
Change+258 (+4%)
Value$450.6K (-$40.2K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares7,440 from 7,440
Change0 (0%)
Value$450.3K (-$57.8K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares7,426 from 25,484
Change-18,058 (-71%)
Value$449.4K (-$1.3M)
Filed 2026-10-16
Kentucky Trust Co
INCREASED
Shares7,420 from 7,390
Change+30 (+0%)
Value$449.1K (-$55.6K)
Filed 2026-10-15
MBM Wealth Consultants, LLC
DECREASED
Shares7,396 from 7,686
Change-290 (-4%)
Value$447.6K (-$77.3K)
Filed 2026-10-20
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares7,365 from 7,365
Change0 (0%)
Value$445.0K (+$444.5K)
Filed 2026-10-14
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares7,357 from 7,357
Change0 (0%)
Value$445.2K (-$57.2K)
Filed 2026-11-05
Nations Financial Group Inc,
DECREASED
Shares7,322 from 8,396
Change-1,074 (-13%)
Value$443.2K (-$130.2K)
Filed 2026-11-05
Mystic Asset Management, Inc.
UNCHANGED
Shares7,307 from 7,307
Change0 (0%)
Value$442.2K (-$56.8K)
Filed 2026-10-15
Wealth Quarterback LLC
DECREASED
Shares7,301 from 7,525
Change-224 (-3%)
Value$441.9K (-$72.0K)
Filed 2026-10-20
First National Trust Co
DECREASED
Shares7,275 from 8,023
Change-748 (-9%)
Value$440.3K (-$107.6K)
Filed 2026-10-28
Forum Financial Management, LP
INCREASED
Shares7,272 from 7,271
Change+1 (+0%)
Value$440.1K (-$56.4K)
Filed 2026-10-16
Three Magnolias Financial Advisors, LLC
DECREASED
Shares7,236 from 7,280
Change-44 (-1%)
Value$437.9K (-$59.9K)
Filed 2026-10-14
Chicago Capital, LLC
INCREASED
Shares7,225 from 6,525
Change+700 (+11%)
Value$437.3K (-$8.3K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares7,211 from 7,358
Change-147 (-2%)
Value$436.4K (-$66.1K)
Filed 2026-10-13
Carnegie Investment Counsel
DECREASED
Shares7,203 from 8,429
Change-1,226 (-15%)
Value$435.9K (-$139.7K)
Filed 2026-10-20
Point Windward Advisors Inc.
DECREASED
Shares7,180 from 40,357
Change-33,177 (-82%)
Value$434.6K (-$2.3M)
Filed 2026-11-06
Private Wealth Partners, LLC
INCREASED
Shares7,150 from 7,050
Change+100 (+1%)
Value$432.7K (-$48.7K)
Filed 2026-10-22
Triad Wealth Partners, LLC
DECREASED
Shares7,144 from 7,289
Change-145 (-2%)
Value$432.3K (-$68.8K)
Filed 2026-10-26
Columbia Asset Management
INCREASED
Shares7,109 from 6,739
Change+370 (+5%)
Value$430.2K (-$30.0K)
Filed 2026-10-19
Balboa Wealth Partners
UNCHANGED
Shares7,021 from 7,021
Change0 (0%)
Value$424.9K (-$54.6K)
Filed 2026-10-20
Advisor OS, LLC
INCREASED
Shares6,895 from 5,863
Change+1,032 (+18%)
Value$417.3K (+$16.9K)
Filed 2026-11-03
Cornerstone Advisory, LLC
INCREASED
Shares6,880 from 6,840
Change+40 (+1%)
Value$416.4K (-$50.7K)
Filed 2026-11-06
International Assets Investment Management, LLC
DECREASED
Shares6,857 from 7,067
Change-210 (-3%)
Value$416.6K (-$62.5K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
INCREASED
Shares6,805 from 6,778
Change+27 (+0%)
Value$421.9K (-$37.6K)
Filed 2026-10-09
Caitong International Asset Management Co., Ltd
DECREASED
Shares6,766 from 9,366
Change-2,600 (-28%)
Value$409.5K (-$230.1K)
Filed 2026-10-29
Thrive Capital Management, LLC
INCREASED
Shares6,754 from 6,682
Change+72 (+1%)
Value$408.7K (-$47.6K)
Filed 2026-10-28
TD Private Client Wealth LLC
INCREASED
Shares6,730 from 2,066
Change+4,664 (+226%)
Value$407.3K (+$266.2K)
Filed 2026-10-28
A4 Wealth Advisors LLC
DECREASED
Shares6,719 from 6,739
Change-20 (0%)
Value$406.7K (-$53.6K)
Filed 2026-10-20
Terril Brothers, Inc.
NEW
Shares6,665
Change+6,665
Value$403.4K
Filed 2026-11-06
Nwam LLC
DECREASED
Shares6,643 from 7,260
Change-617 (-8%)
Value$402.0K (-$93.7K)
Filed 2026-11-09
Private Client Services, LLC
DECREASED
Shares6,610 from 6,677
Change-67 (-1%)
Value$400.0K (-$55.9K)
Filed 2026-10-02
Walker Asset Management, LLC
INCREASED
Shares6,607 from 6,541
Change+66 (+1%)
Value$399.9K (-$46.8K)
Filed 2026-10-13
Olio Financial Planning
INCREASED
Shares6,604 from 6,545
Change+59 (+1%)
Value$399.7K (-$47.3K)
Filed 2026-10-22
Fiduciary Alliance LLC
DECREASED
Shares6,583 from 6,881
Change-298 (-4%)
Value$398.4K (-$71.6K)
Filed 2026-10-13
Alpha Family Trust
UNCHANGED
Shares6,540 from 6,540
Change0 (0%)
Value$446.6K ($0)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
INCREASED
Shares6,490 from 3,029
Change+3,461 (+114%)
Value$392.8K (+$186.0K)
Filed 2026-10-28
71 West Capital Partners
DECREASED
Shares6,490 from 6,881
Change-391 (-6%)
Value$392.8K (-$77.1K)
Filed 2026-11-04
Cornerstone Wealth Management, LLC
DECREASED
Shares6,473 from 6,856
Change-383 (-6%)
Value$391.8K (-$76.4K)
Filed 2026-11-04
Eagle Strategies LLC
INCREASED
Shares6,472 from 6,463
Change+9 (+0%)
Value$391.7K (-$49.7K)
Filed 2026-10-16
Busey Bank
DECREASED
Shares6,466 from 6,563
Change-97 (-1%)
Value$391.3K (-$56.9K)
Filed 2026-10-26
Simon Quick Advisors, LLC
NEW
Shares6,460
Change+6,460
Value$391.0K
Filed 2026-10-26
Souders Financial Advisors
INCREASED
Shares6,460 from 6,288
Change+172 (+3%)
Value$391.0K (-$38.4K)
Filed 2026-11-03
Oslo Pensjonsforsikring AS
UNCHANGED
Shares6,459 from 6,459
Change0 (0%)
Value$390.9K (-$50.2K)
Filed 2026-10-15
Sheets Smith Wealth Management
INCREASED
Shares6,450 from 6,149
Change+301 (+5%)
Value$390.3K (-$29.6K)
Filed 2026-10-16
Hudock, Inc.
UNCHANGED
Shares6,409 from 6,409
Change0 (0%)
Value$387.9K (-$49.8K)
Filed 2026-10-14
Xcel Wealth Management, LLC
DECREASED
Shares6,377 from 6,397
Change-20 (0%)
Value$385.9K (-$50.9K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares6,344 from 5,852
Change+492 (+8%)
Value$413.7K (-$4.5K)
Filed 2026-10-27
FCG Investment Co
INCREASED
Shares6,299 from 5,332
Change+967 (+18%)
Value$381.2K (+$17.1K)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares6,293 from 4,698
Change+1,595 (+34%)
Value$380.8K (+$60.0K)
Filed 2026-10-28
Montag A & Associates Inc
UNCHANGED
Shares6,245 from 6,245
Change0 (0%)
Value$377.9K (-$48.5K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares6,241 from 3,592
Change+2,649 (+74%)
Value$377.7K (+$132.4K)
Filed 2026-10-20
Evermay Wealth Management LLC
DECREASED
Shares6,238 from 7,153
Change-915 (-13%)
Value$377.5K (-$111.0K)
Filed 2026-11-05
Tandem Investment Partners LLC
DECREASED
Shares6,166 from 6,226
Change-60 (-1%)
Value$373.2K (-$52.0K)
Filed 2026-10-16
Investors Asset Management of Georgia Inc
DECREASED
Shares6,132 from 7,432
Change-1,300 (-17%)
Value$371.1K (-$136.4K)
Filed 2026-10-20
Crestwood Advisors Group, LLC
DECREASED
Shares6,114 from 6,888
Change-774 (-11%)
Value$370.0K (-$100.4K)
Filed 2026-10-27
Raiffeisen Bank International AG
NEW
Shares6,091
Change+6,091
Value$369.4K
Filed 2026-10-28
Curat Global, LLC
INCREASED
Shares6,065 from 3,600
Change+2,465 (+68%)
Value$367.1K (-$21.3K)
Filed 2026-10-26
Bokf, NA
DECREASED
Shares6,053 from 15,073
Change-9,020 (-60%)
Value$366.3K (-$663.0K)
Filed 2026-10-27
Parsons Capital Management Inc
DECREASED
Shares6,003 from 6,203
Change-200 (-3%)
Value$363.3K (-$60.3K)
Filed 2026-10-28
Hummer Financial Advisory Services Inc
UNCHANGED
Shares6,001 from 6,001
Change0 (0%)
Value$363.2K (-$46.6K)
Filed 2026-10-09
Robeco Institutional Asset Management B.V.
NEW
Shares5,997
Change+5,997
Value$362.9K
Filed 2026-10-20
Uhlmann Price Securities, LLC
INCREASED
Shares5,965 from 5,947
Change+18 (+0%)
Value$361.0K (-$45.1K)
Filed 2026-11-03
Alta Advisers Ltd
INCREASED
Shares5,954 from 3,461
Change+2,493 (+72%)
Value$360.3K (+$124.0K)
Filed 2026-11-02
SevenBridge Financial Group, LLC
DECREASED
Shares5,873 from 6,827
Change-954 (-14%)
Value$369.1K (-$91.0K)
Filed 2026-10-26
Angeles Wealth Management, LLC
DECREASED
Shares5,818 from 5,964
Change-146 (-2%)
Value$352.1K (-$55.2K)
Filed 2026-10-26
Howard Capital Management, LLC
DECREASED
Shares5,812 from 5,876
Change-64 (-1%)
Value$351.7K (-$49.5K)
Filed 2026-10-16
Pine Valley Investments Ltd Liability Co
INCREASED
Shares5,795 from 5,757
Change+38 (+1%)
Value$350.7K (-$42.4K)
Filed 2026-11-09
Sovran Advisors, LLC
DECREASED
Shares5,794 from 5,817
Change-23 (0%)
Value$377.3K (-$33.5K)
Filed 2026-11-02
Firethorn Wealth Partners, LLC
INCREASED
Shares5,763 from 5,744
Change+19 (+0%)
Value$348.8K (-$43.5K)
Filed 2026-10-14
Bullock Wealth Management Group
INCREASED
Shares5,745 from 5,663
Change+82 (+1%)
Value$349.1K (-$34.8K)
Filed 2026-10-09
Nilsine Partners, LLC
DECREASED
Shares5,710 from 5,725
Change-15 (0%)
Value$345.6K (-$45.4K)
Filed 2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED
Shares5,708 from 5,708
Change0 (0%)
Value$345.4K (-$44.4K)
Filed 2026-10-08
Diversified Enterprises, LLC
INCREASED
Shares5,644 from 5,255
Change+389 (+7%)
Value$341.6K (-$17.3K)
Filed 2026-10-19
Salem Investment Counselors Inc
DECREASED
Shares5,602 from 5,702
Change-100 (-2%)
Value$339.0K (-$50.4K)
Filed 2026-10-13
Brown Miller Wealth Management, LLC
INCREASED
Shares5,580 from 5,578
Change+2 (+0%)
Value$337.7K (-$43.2K)
Filed 2026-11-02
Aviance Capital Partners, LLC
INCREASED
Shares5,579 from 5,477
Change+102 (+2%)
Value$337.6K (-$36.4K)
Filed 2026-10-29
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares5,574 from 5,574
Change0 (0%)
Value$337.3K (-$43.3K)
Filed 2026-10-14
Mather Group, Llc.
DECREASED
Shares5,570 from 5,827
Change-257 (-4%)
Value$337.1K (-$60.8K)
Filed 2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares5,565 from 5,641
Change-76 (-1%)
Value$336.8K (-$48.4K)
Filed 2026-11-02
Interchange Capital Partners, LLC
DECREASED
Shares5,546 from 5,554
Change-8 (0%)
Value$335.6K (-$43.6K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares5,542 from 5,222
Change+320 (+6%)
Value$335.4K (-$21.2K)
Filed 2026-10-13
Versant Capital Management, Inc
INCREASED
Shares5,523 from 4,867
Change+656 (+13%)
Value$334.3K (+$1.9K)
Filed 2026-10-02
B.A. Schrock Wealth Management, Inc.
NEW
Shares5,479
Change+5,479
Value$332.9K
Filed 2026-10-15
International Private Wealth Advisors LLC
DECREASED
Shares5,456 from 5,505
Change-49 (-1%)
Value$330.2K (-$45.8K)
Filed 2026-11-05
Cypress Point Wealth Management, LLC
INCREASED
Shares5,445 from 5,389
Change+56 (+1%)
Value$329.5K (-$38.5K)
Filed 2026-11-03
Hartford Financial Management Inc.
UNCHANGED
Shares5,435 from 5,435
Change0 (0%)
Value$328.9K (-$42.2K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
DECREASED
Shares5,412 from 6,382
Change-970 (-15%)
Value$327.5K (-$108.3K)
Filed 2026-10-21
Caldwell Sutter Capital, Inc.
INCREASED
Shares5,355 from 5,329
Change+26 (+0%)
Value$324.1K (-$39.8K)
Filed 2026-11-09
D'Orazio & Associates, Inc.
INCREASED
Shares5,349 from 5,110
Change+239 (+5%)
Value$323.7K (-$25.2K)
Filed 2026-11-04
Junk Investment Group, LLC
UNCHANGED
Shares5,338 from 5,338
Change0 (0%)
Value$323.1K (-$41.5K)
Filed 2026-10-19
Allegheny Financial Group
INCREASED
Shares5,334 from 5,169
Change+165 (+3%)
Value$322.9K (-$30.1K)
Filed 2026-11-05
Outfitters Financial LLC
DECREASED
Shares5,330 from 5,830
Change-500 (-9%)
Value$322.6K (-$75.6K)
Filed 2026-10-23
HF Advisory Group, LLC
INCREASED
Shares5,266 from 5,127
Change+139 (+3%)
Value$318.7K (-$31.4K)
Filed 2026-10-09
Centurion Wealth Management LLC
UNCHANGED
Shares5,258 from 5,258
Change0 (0%)
Value$318.2K (-$40.9K)
Filed 2026-10-13
Schmidt P J Investment Management Inc
INCREASED
Shares5,214 from 5,084
Change+130 (+3%)
Value$315.6K (-$31.6K)
Filed 2026-11-02
Cullen Capital Management, LLC
DECREASED
Shares5,201 from 5,346
Change-145 (-3%)
Value$314.8K (-$50.3K)
Filed 2026-11-10
Silver OAK Securities, Incorporated
NEW
Shares5,145
Change+5,145
Value$352.9K
Filed 2026-11-09
Ritholtz Wealth Management
DECREASED
Shares5,136 from 5,386
Change-250 (-5%)
Value$310.9K (-$57.0K)
Filed 2026-11-05
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares5,133 from 5,374
Change-241 (-4%)
Value$310.7K (-$56.3K)
Filed 2026-10-09
Fruth Investment Management
UNCHANGED
Shares5,124 from 5,124
Change0 (0%)
Value$310.0K (+$309.7K)
Filed 2026-10-13
Summit Wealth Group LLC / Co
INCREASED
Shares5,102 from 5,094
Change+8 (+0%)
Value$308.8K (-$39.1K)
Filed 2026-10-29
IFG Advisory, LLC
DECREASED
Shares5,094 from 5,597
Change-503 (-9%)
Value$308.3K (-$73.9K)
Filed 2026-11-09
Fulton Breakefield Broenniman LLC
DECREASED
Shares5,081 from 5,181
Change-100 (-2%)
Value$307.5K (-$46.3K)
Filed 2026-11-03
Blue Fin Capital, Inc.
UNCHANGED
Shares5,070 from 5,070
Change0 (0%)
Value$306.9K (-$39.4K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares5,060 from 4,163
Change+897 (+22%)
Value$306.3K (+$22.0K)
Filed 2026-10-14
Avestar Capital, LLC
DECREASED
Shares5,047 from 5,712
Change-665 (-12%)
Value$305.4K (-$84.6K)
Filed 2026-10-28
Manske Wealth Management
DECREASED
Shares5,014 from 5,034
Change-20 (0%)
Value$303.5K (-$40.3K)
Filed 2026-10-26
Sound Income Strategies, LLC
INCREASED
Shares5,002 from 3,524
Change+1,478 (+42%)
Value$308.9K (+$68.2K)
Filed 2026-10-09
Longview Financial Advisors, Inc.
UNCHANGED
Shares4,996 from 4,996
Change0 (0%)
Value$302.4K (-$38.8K)
Filed 2026-10-09
SBI Securities Co., Ltd.
DECREASED
Shares4,889 from 6,149
Change-1,260 (-20%)
Value$295.9K (-$124.0K)
Filed 2026-10-22
Compass Ion Advisors, LLC
DECREASED
Shares4,878 from 4,972
Change-94 (-2%)
Value$295.2K (-$44.3K)
Filed 2026-10-23
Meridian Financial Advisors, LLC
INCREASED
Shares4,876 from 4,735
Change+141 (+3%)
Value$295.1K (-$28.3K)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
INCREASED
Shares4,854 from 4,850
Change+4 (+0%)
Value$293.8K (-$37.4K)
Filed 2026-10-22
Citizens National Bank Trust Department
UNCHANGED
Shares4,798 from 4,798
Change0 (0%)
Value$290.4K (-$37.3K)
Filed 2026-11-04
First Bank & Trust
DECREASED
Shares4,794 from 4,827
Change-33 (-1%)
Value$290.1K (-$39.5K)
Filed 2026-10-19
Bank & Trust Co
UNCHANGED
Shares4,794 from 4,794
Change0 (0%)
Value$290.1K (-$37.2K)
Filed 2026-10-07
Gateway Investment Advisers LLC
INCREASED
Shares4,749 from 3,460
Change+1,289 (+37%)
Value$287.4K (+$51.1K)
Filed 2026-10-13
Lawson Kroeker Investment Management Inc
UNCHANGED
Shares4,730 from 4,730
Change0 (0%)
Value$286.3K (-$36.8K)
Filed 2026-10-22
Investment Partners Asset Management, Inc.
UNCHANGED
Shares4,729 from 4,729
Change0 (0%)
Value$286.2K (-$36.7K)
Filed 2026-10-09
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares4,724 from 4,724
Change0 (0%)
Value$285.9K (-$36.7K)
Filed 2026-10-26
Legacy Financial Advisors, Inc.
INCREASED
Shares4,685 from 4,577
Change+108 (+2%)
Value$283.5K (-$29.0K)
Filed 2026-11-09
Oakmont Investment Advisors, Inc.
DECREASED
Shares4,662 from 5,162
Change-500 (-10%)
Value$282.1K (-$70.4K)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares4,630 from 4,224
Change+406 (+10%)
Value$285.9K (-$7.4K)
Filed 2026-10-13
Resonant Capital Advisors, LLC
DECREASED
Shares4,620 from 4,811
Change-191 (-4%)
Value$279.6K (-$48.9K)
Filed 2026-10-15
Investment Partners, Ltd.
NEW
Shares4,617
Change+4,617
Value$279.4K
Filed 2026-10-29
Great Valley Advisor Group, Inc.
DECREASED
Shares4,611 from 4,814
Change-203 (-4%)
Value$279.1K (-$49.8K)
Filed 2026-11-09
Sowell Financial Services LLC
DECREASED
Shares4,603 from 4,650
Change-47 (-1%)
Value$278.5K (-$39.0K)
Filed 2026-10-23
Werba Rubin Papier Wealth Management
INCREASED
Shares4,560 from 4,344
Change+216 (+5%)
Value$276.0K (-$20.7K)
Filed 2026-11-06
TFO Wealth Partners, LLC
NEW
Shares4,558
Change+4,558
Value$275.8K
Filed 2026-11-09
M Holdings Securities, Inc.
NEW
Shares4,509
Change+4,509
Value$301
Filed 2026-11-03
Altrius Capital Management Inc
UNCHANGED
Shares4,507 from 4,507
Change0 (0%)
Value$272.8K (-$35.0K)
Filed 2026-11-05
Cobblestone Asset Management LLC
INCREASED
Shares4,505 from 4,499
Change+6 (+0%)
Value$272.6K (-$34.6K)
Filed 2026-10-13
Aspect Partners, LLC
INCREASED
Shares4,499 from 4,476
Change+23 (+1%)
Value$272.3K (-$33.4K)
Filed 2026-10-20
Mechanics Bank Trust Department
DECREASED
Shares4,460 from 4,885
Change-425 (-9%)
Value$269.9K (-$63.7K)
Filed 2026-10-13
PDS Planning, Inc
INCREASED
Shares4,426 from 4,294
Change+132 (+3%)
Value$267.9K (-$25.4K)
Filed 2026-11-03
Flynn Zito Capital Management, LLC
INCREASED
Shares4,421 from 4,407
Change+14 (+0%)
Value$267.6K (-$33.4K)
Filed 2026-11-04
Investment Research Partners LLC
INCREASED
Shares4,417 from 4,223
Change+194 (+5%)
Value$267.3K (-$21.0K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
NEW
Shares4,388
Change+4,388
Value$265.6K
Filed 2026-10-13
CJM Wealth Advisers, Ltd.
INCREASED
Shares4,353 from 4,332
Change+21 (+0%)
Value$263.5K (-$32.4K)
Filed 2026-10-27
Net Worth Advisory Group
DECREASED
Shares4,316 from 4,530
Change-214 (-5%)
Value$262.2K (-$47.1K)
Filed 2026-10-20
Mint Tower Capital Management B.V.
UNCHANGED
Shares4,311 from 4,311
Change0 (0%)
Value$261.0K (-$33.0K)
Filed 2026-11-09
Cape Investment Advisory, Inc.
INCREASED
Shares4,306 from 1,755
Change+2,551 (+145%)
Value$260.6K (+$140.7K)
Filed 2026-10-13
Camden National Bank
UNCHANGED
Shares4,297 from 4,297
Change0 (0%)
Value$260.1K (-$33.4K)
Filed 2026-11-02
First National Bank & Trust Co of Newtown
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$283.1K (-$10.9K)
Filed 2026-11-09
King Luther Capital Management Corp
UNCHANGED
Shares4,249 from 4,249
Change0 (0%)
Value$257.1K (-$33.0K)
Filed 2026-11-05
Cahaba Wealth Management, Inc.
INCREASED
Shares4,239 from 4,177
Change+62 (+1%)
Value$256.6K (-$28.7K)
Filed 2026-10-26
D.B. Root & Company, LLC
DECREASED
Shares4,225 from 4,369
Change-144 (-3%)
Value$255.7K (-$42.7K)
Filed 2026-11-04
Linscomb Wealth, Inc.
DECREASED
Shares4,197 from 5,288
Change-1,091 (-21%)
Value$254.0K (-$107.1K)
Filed 2026-11-05
Essex Bank
DECREASED
Shares4,194 from 4,369
Change-175 (-4%)
Value$253.8K (-$44.5K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
UNCHANGED
Shares4,184 from 4,184
Change0 (0%)
Value$253.2K (-$32.5K)
Filed 2026-10-14
MSH Capital Advisors LLC
DECREASED
Shares4,172 from 4,193
Change-21 (0%)
Value$252.5K (-$33.9K)
Filed 2026-11-03
AdvisorNet Financial, Inc
INCREASED
Shares4,155 from 3,908
Change+247 (+6%)
Value$260.9K (-$5.9K)
Filed 2026-10-15
Home Federal Bank of Tennessee
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$251.2K (-$32.2K)
Filed 2026-10-15
Boltwood Capital Management
INCREASED
Shares4,090 from 4,065
Change+25 (+1%)
Value$247.5K (-$30.1K)
Filed 2026-10-02
Evolution Advisers, Inc.
UNCHANGED
Shares4,084 from 4,084
Change0 (0%)
Value$254.9K (-$23.1K)
Filed 2026-11-06
Trust Point Inc.
DECREASED
Shares4,059 from 4,285
Change-226 (-5%)
Value$245.7K (-$47.0K)
Filed 2026-10-27
Park National Corp
UNCHANGED
Shares4,057 from 4,057
Change0 (0%)
Value$245.5K (-$31.5K)
Filed 2026-10-05
Violich Capital Management, Inc.
UNCHANGED
Shares4,055 from 4,055
Change0 (0%)
Value$245.4K (-$31.5K)
Filed 2026-10-05
Physician Wealth Advisors, Inc.
INCREASED
Shares4,048 from 3,804
Change+244 (+6%)
Value$245.0K (-$14.8K)
Filed 2026-10-20
Nadler Financial Group, Inc.
DECREASED
Shares4,032 from 4,132
Change-100 (-2%)
Value$244.0K (-$38.2K)
Filed 2026-10-23
First United Bank & Trust
DECREASED
Shares4,030 from 4,054
Change-24 (-1%)
Value$243.9K (-$33.0K)
Filed 2026-10-22
Sterling Investment Counsel, LLC
DECREASED
Shares4,022 from 4,259
Change-237 (-6%)
Value$243.4K (-$47.4K)
Filed 2026-10-19
Herold Advisors, Inc.
DECREASED
Shares4,010 from 4,023
Change-13 (0%)
Value$242.7K (-$31.3K)
Filed 2026-10-19
SmartHarvest Portfolios, LLC
DECREASED
Shares3,997 from 5,162
Change-1,165 (-23%)
Value$241.9K (-$110.7K)
Filed 2026-10-26
WealthPoint Financial, LLC
UNCHANGED
Shares3,984 from 3,984
Change0 (0%)
Value$241.1K (-$31.0K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
UNCHANGED
Shares3,975 from 3,975
Change0 (0%)
Value$240.6K (-$30.9K)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares3,974 from 4,648
Change-674 (-14%)
Value$240.5K (-$77.0K)
Filed 2026-10-15
Tompkins Financial Corp
UNCHANGED
Shares3,970 from 3,970
Change0 (0%)
Value$240.3K (-$30.8K)
Filed 2026-10-05
Fee-Only Financial Planning, L.C.
DECREASED
Shares3,960 from 4,285
Change-325 (-8%)
Value$239.6K (-$53.0K)
Filed 2026-10-23
BLB&B Advisors, LLC
DECREASED
Shares3,934 from 3,974
Change-40 (-1%)
Value$238.1K (-$33.3K)
Filed 2026-10-27
North Star Investment Management Corp.
INCREASED
Shares3,931 from 3,852
Change+79 (+2%)
Value$237.9K (-$25.1K)
Filed 2026-10-27
Pinnacle West Asset Management, Inc.
DECREASED
Shares3,925 from 4,100
Change-175 (-4%)
Value$238.0K (-$42.0K)
Filed 2026-11-09
Fonville Wealth Management LLC
UNCHANGED
Shares3,919 from 3,919
Change0 (0%)
Value$237.2K (-$30.5K)
Filed 2026-10-28
Traphagen Investment Advisors LLC
DECREASED
Shares3,905 from 3,912
Change-7 (0%)
Value$236.3K (-$30.8K)
Filed 2026-10-14
Bath Savings Trust Co
DECREASED
Shares3,889 from 4,055
Change-166 (-4%)
Value$235.4K (-$41.6K)
Filed 2026-10-07
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares3,885 from 3,885
Change0 (0%)
Value$235.1K (-$30.2K)
Filed 2026-10-29
Welch & Forbes LLC
UNCHANGED
Shares3,870 from 3,870
Change0 (0%)
Value$234.2K (-$30.1K)
Filed 2026-11-04
S&A Financial Services, Inc.
INCREASED
Shares3,869 from 3,829
Change+40 (+1%)
Value$234.1K (-$27.3K)
Filed 2026-11-03
Armstrong, Fleming & Moore, Inc
INCREASED
Shares3,868 from 3,859
Change+9 (+0%)
Value$234.1K (-$29.4K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
DECREASED
Shares3,841 from 5,540
Change-1,699 (-31%)
Value$232.5K (-$145.9K)
Filed 2026-10-21
AIA Group Ltd
NEW
Shares3,822
Change+3,822
Value$231.3K
Filed 2026-10-30
Ifrah Financial Services, Inc.
DECREASED
Shares3,817 from 3,873
Change-56 (-1%)
Value$231.0K (-$33.5K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares3,781 from 7,961
Change-4,180 (-53%)
Value$228.8K (-$314.8K)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares3,776 from 4,037
Change-261 (-6%)
Value$228.5K (-$47.2K)
Filed 2026-10-05
Hall Capital Management Co Inc
UNCHANGED
Shares3,758 from 3,758
Change0 (0%)
Value$227.4K (-$29.2K)
Filed 2026-11-09
Palisade Asset Management, LLC
DECREASED
Shares3,750 from 3,792
Change-42 (-1%)
Value$227.0K (-$32.0K)
Filed 2026-11-03
Goldstein Advisors, LLC
DECREASED
Shares3,739 from 4,244
Change-505 (-12%)
Value$226.3K (-$63.5K)
Filed 2026-10-15
Morningstar Investment Management LLC
DECREASED
Shares3,734 from 4,492
Change-758 (-17%)
Value$226.0K (-$51.7K)
Filed 2026-11-09
Avity Investment Management Inc.
DECREASED
Shares3,704 from 4,804
Change-1,100 (-23%)
Value$224.2K (-$103.9K)
Filed 2026-10-09
Smith Thornton Advisors LLC
INCREASED
Shares3,660 from 3,573
Change+87 (+2%)
Value$221.5K (-$31.5K)
Filed 2026-10-16
Decision Investments, Inc
UNCHANGED
Shares3,656 from 3,656
Change0 (0%)
Value$221.3K (-$28.4K)
Filed 2026-10-07
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares3,655 from 3,634
Change+21 (+1%)
Value$221.2K (-$27.0K)
Filed 2026-11-02
Howard Capital Management Group, LLC
UNCHANGED
Shares3,635 from 3,635
Change0 (0%)
Value$220.0K (-$28.2K)
Filed 2026-10-16
Searle & Co.
UNCHANGED
Shares3,631 from 3,631
Change0 (0%)
Value$219.7K (-$28.2K)
Filed 2026-11-04
M.E. Allison & Co., Inc.
UNCHANGED
Shares3,630 from 3,630
Change0 (0%)
Value$219.7K (-$28.2K)
Filed 2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares3,622
Change+3,622
Value$219.2K
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares3,592 from 3,304
Change+288 (+9%)
Value$217.4K (-$8.2K)
Filed 2026-11-03
MidAtlantic Capital Management, Inc.
INCREASED
Shares3,592 from 3,585
Change+7 (+0%)
Value$217.4K (-$27.4K)
Filed 2026-11-05
Pines Wealth Management, LLC
DECREASED
Shares3,564 from 3,844
Change-280 (-7%)
Value$215.7K (-$46.8K)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,553 from 3,497
Change+56 (+2%)
Value$215.0K (-$23.8K)
Filed 2026-11-02
MTM Investment Management, LLC
UNCHANGED
Shares3,540 from 3,540
Change0 (0%)
Value$214.2K (-$27.5K)
Filed 2026-10-30
Univest Financial Corp
INCREASED
Shares3,532 from 3,154
Change+378 (+12%)
Value$213.8K (-$1.6K)
Filed 2026-11-05
Richardson Financial Services Inc.
DECREASED
Shares3,525 from 3,640
Change-115 (-3%)
Value$213.3K (-$35.2K)
Filed 2026-10-30
Procyon Advisors, LLC
INCREASED
Shares3,517 from 3,256
Change+261 (+8%)
Value$212.9K (-$9.5K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares3,506 from 3,886
Change-380 (-10%)
Value$212.2K (-$53.1K)
Filed 2026-11-04
Capital Management Corp
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$211.8K (-$27.2K)
Filed 2026-10-29
Viking Fund Management LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$211.8K (-$27.2K)
Filed 2026-10-14
Gradient Investments LLC
NEW
Shares3,477
Change+3,477
Value$210.4K
Filed 2026-10-08
Optas, LLC
INCREASED
Shares3,472 from 3,113
Change+359 (+12%)
Value$210.1K (-$2.5K)
Filed 2026-11-09
Intrua Financial, LLC
DECREASED
Shares3,465 from 3,767
Change-302 (-8%)
Value$209.7K (-$47.5K)
Filed 2026-10-28
Diversified Trust Co
DECREASED
Shares3,419 from 3,802
Change-383 (-10%)
Value$206.9K (-$52.7K)
Filed 2026-11-06
David J Yvars Group
INCREASED
Shares3,419 from 3,417
Change+2 (+0%)
Value$206.9K (-$26.4K)
Filed 2026-10-09
Fort Washington Investment Advisors Inc
UNCHANGED
Shares3,412 from 3,412
Change0 (0%)
Value$206.5K (-$26.5K)
Filed 2026-10-15
Probity Advisors, Inc.
UNCHANGED
Shares3,412 from 3,412
Change0 (0%)
Value$206.5K (-$26.5K)
Filed 2026-10-23
Northwest Financial Advisors
NEW
Shares3,411
Change+3,411
Value$206.5K
Filed 2026-10-27
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares3,410 from 3,409
Change+1 (+0%)
Value$206.3K (-$26.5K)
Filed 2026-10-29
Retirement Planning Group, LLC
DECREASED
Shares3,409 from 3,436
Change-27 (-1%)
Value$206.3K (-$28.3K)
Filed 2026-10-19
William B. Walkup & Associates, Inc.
UNCHANGED
Shares3,408 from 3,408
Change0 (0%)
Value$206.3K (-$26.5K)
Filed 2026-11-05
Kathmere Capital Management, LLC
DECREASED
Shares3,373 from 3,605
Change-232 (-6%)
Value$204.1K (-$42.1K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
DECREASED
Shares3,369 from 4,169
Change-800 (-19%)
Value$203.9K (-$80.8K)
Filed 2026-10-05
Bridges Investment Management Inc
UNCHANGED
Shares3,366 from 3,366
Change0 (0%)
Value$203.7K (-$26.2K)
Filed 2026-11-10
North Point Portfolio Managers Corp
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$202.7K (-$26.0K)
Filed 2026-10-07
Old Port Advisors
DECREASED
Shares3,345 from 3,924
Change-579 (-15%)
Value$202.4K (-$65.5K)
Filed 2026-10-23
KCM Investment Advisors LLC
DECREASED
Shares3,342 from 3,392
Change-50 (-1%)
Value$202.3K (-$29.4K)
Filed 2026-10-27
McAdam, LLC
NEW
Shares3,340
Change+3,340
Value$202.1K
Filed 2026-10-21
Armor Investment Advisors, LLC
DECREASED
Shares3,335 from 3,414
Change-79 (-2%)
Value$201.8K (-$31.3K)
Filed 2026-10-27
Sterling Capital Management LLC
UNCHANGED
Shares3,328 from 3,328
Change0 (0%)
Value$201.4K (-$25.9K)
Filed 2026-10-22
Adirondack Trust Co
DECREASED
Shares3,312 from 3,362
Change-50 (-1%)
Value$200.4K (-$29.1K)
Filed 2026-10-14
Nfsg Corp
DECREASED
Shares3,308 from 5,105
Change-1,797 (-35%)
Value$200.2K (-$148.4K)
Filed 2026-10-15
Motco
UNCHANGED
Shares3,299 from 3,299
Change0 (0%)
Value$199.7K (-$25.6K)
Filed 2026-11-09
M&G Plc
UNCHANGED
Shares3,293 from 3,293
Change0 (0%)
Value$200.9K (-$23.1K)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares3,155 from 3,155
Change0 (0%)
Value$190.9K (-$24.5K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
DECREASED
Shares3,084 from 3,208
Change-124 (-4%)
Value$186.6K (-$32.4K)
Filed 2026-10-05
Entrust Financial LLC
INCREASED
Shares3,079 from 3,074
Change+5 (+0%)
Value$186.4K (-$23.5K)
Filed 2026-11-04
Deseret Mutual Benefit Administrators
DECREASED
Shares3,012 from 3,113
Change-101 (-3%)
Value$182.3K (-$30.3K)
Filed 2026-11-04
Mechanics Financial Corp
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$181.6K (-$23.3K)
Filed 2026-11-05
Quent Capital, LLC
INCREASED
Shares2,817 from 2,770
Change+47 (+2%)
Value$193.5K (+$4.3K)
Filed 2026-11-09
Duncker Streett & Co Inc
UNCHANGED
Shares2,812 from 2,812
Change0 (0%)
Value$170.2K (-$21.8K)
Filed 2026-10-27
Atlantic Private Wealth, LLC
UNCHANGED
Shares2,731 from 2,731
Change0 (0%)
Value$165.3K (-$21.2K)
Filed 2026-11-09
Ascentis Independent Advisors
INCREASED
Shares2,718 from 851
Change+1,867 (+219%)
Value$164.5K (+$106.4K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,707 from 2,825
Change-118 (-4%)
Value$163.8K (-$29.1K)
Filed 2026-10-27
Cromwell Holdings LLC
UNCHANGED
Shares2,684 from 2,684
Change0 (0%)
Value$162.4K (-$20.9K)
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares2,574 from 2,156
Change+418 (+19%)
Value$155.8K (+$8.5K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares2,508 from 1,393
Change+1,115 (+80%)
Value$151.8K (+$56.7K)
Filed 2026-10-13
American Capital Advisory, LLC
INCREASED
Shares2,439 from 2,435
Change+4 (+0%)
Value$147.6K (-$18.7K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares2,392
Change+2,392
Value$144.8K
Filed 2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED
Shares2,361 from 2,361
Change0 (0%)
Value$142.9K (-$18.3K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares2,341 from 2,178
Change+163 (+7%)
Value$141.7K (-$7.1K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,225 from 2,221
Change+4 (+0%)
Value$110.0K (+$48.9K)
Filed 2026-11-04
Costello Asset Management, Inc
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$133.1K (-$17.1K)
Filed 2026-10-30
Asset Planning,Inc
INCREASED
Shares2,145 from 2,142
Change+3 (+0%)
Value$129.8K (-$16.5K)
Filed 2026-10-26
Navigoe, LLC
DECREASED
Shares2,097 from 2,099
Change-2 (0%)
Value$126.0K (-$17.0K)
Filed 2026-11-04
Heritage Family Offices, LLP
NEW
Shares2,096
Change+2,096
Value$126.9K
Filed 2026-11-02
City State Bank
INCREASED
Shares2,082 from 1,806
Change+276 (+15%)
Value$126.0K (+$2.7K)
Filed 2026-10-20
Atlas Capital Advisors Inc.
INCREASED
Shares2,052 from 2,038
Change+14 (+1%)
Value$1.2M (+$1.1M)
Filed 2026-11-09
First Bancorp, Inc
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$123.6K (-$15.9K)
Filed 2026-10-26
Tradewinds Capital Management, LLC
INCREASED
Shares2,002 from 1,982
Change+20 (+1%)
Value$121.2K (-$14.1K)
Filed 2026-10-23
First Financial Corp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$121.0K (-$15.5K)
Filed 2026-10-13
Birch Financial Group, LLC
NEW
Shares1,873
Change+1,873
Value$113.3K
Filed 2026-10-27
Fairway Wealth LLC
INCREASED
Shares1,760 from 1,750
Change+10 (+1%)
Value$106.5K (-$13.0K)
Filed 2026-10-30
Independence Bank of Kentucky
UNCHANGED
Shares1,701 from 1,701
Change0 (0%)
Value$102.9K (-$13.2K)
Filed 2026-10-26
Alpine Bank Wealth Management
UNCHANGED
Shares1,692 from 1,692
Change0 (0%)
Value$102.4K (-$13.1K)
Filed 2026-10-16
Beacon Financial Strategies Corp
INCREASED
Shares1,688 from 480
Change+1,208 (+252%)
Value$102.2K (+$69.4K)
Filed 2026-10-14
Burkett Financial Services, LLC
INCREASED
Shares1,680 from 1,663
Change+17 (+1%)
Value$101.7K (-$11.9K)
Filed 2026-10-01
Bfsg, LLC
INCREASED
Shares1,675 from 1,176
Change+499 (+42%)
Value$101.4K (+$21.1K)
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
NEW
Shares1,666
Change+1,666
Value$100.8K
Filed 2026-10-13
Silvant Capital Management LLC
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$96.3K (-$12.4K)
Filed 2026-11-09
Grove Bank & Trust
UNCHANGED
Shares1,579 from 1,579
Change0 (0%)
Value$95.6K (-$12.3K)
Filed 2026-10-08
Union Savings Bank
DECREASED
Shares1,545 from 1,679
Change-134 (-8%)
Value$93.5K (-$21.2K)
Filed 2026-10-14
Elyxium Wealth, LLC
NEW
Shares1,505
Change+1,505
Value$91.1K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
INCREASED
Shares1,504 from 620
Change+884 (+143%)
Value$91.0K (+$48.7K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares1,487
Change+1,487
Value$90.0K
Filed 2026-10-21
GGM Financial LLC
DECREASED
Shares1,425 from 1,852
Change-427 (-23%)
Value$86.2K (-$40.2K)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares1,386
Change+1,386
Value$83.9K
Filed 2026-10-27
Elevated Capital Advisors, LLC
DECREASED
Shares1,375 from 8,140
Change-6,765 (-83%)
Value$83.2K (-$472.7K)
Filed 2026-11-04
Valley National Advisers Inc
DECREASED
Shares1,375 from 1,384
Change-9 (-1%)
Value$83.2K (-$11.3K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,350 from 924
Change+426 (+46%)
Value$81.7K (+$18.6K)
Filed 2026-11-02
Montgomery Financial Services LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$81.7K (-$10.5K)
Filed 2026-11-03
Financial Consulate, Inc
DECREASED
Shares1,349 from 1,996
Change-647 (-32%)
Value$81.6K (-$54.7K)
Filed 2026-10-23
Planning Strategies Inc.
INCREASED
Shares1,339 from 1,336
Change+3 (+0%)
Value$81.0K (-$10.2K)
Filed 2026-10-02
Y.D. More Investments Ltd
DECREASED
Shares1,315 from 1,691
Change-376 (-22%)
Value$79.6K (-$35.9K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares1,297 from 8
Change+1,289 (+16113%)
Value$78.5K (+$77.9K)
Filed 2026-10-30
Zions Bancorporation, National Association
INCREASED
Shares1,287 from 1,278
Change+9 (+1%)
Value$77.9K (-$9.4K)
Filed 2026-11-06
Private Wealth Management Group, LLC
UNCHANGED
Shares1,252 from 1,252
Change0 (0%)
Value$75.8K (-$9.7K)
Filed 2026-10-19
Oakworth Capital, Inc.
INCREASED
Shares1,218 from 1,120
Change+98 (+9%)
Value$73.7K (-$2.5K)
Filed 2026-10-26
Piscataqua Savings Bank
DECREASED
Shares1,217 from 1,237
Change-20 (-2%)
Value$73.7K (-$10.8K)
Filed 2026-10-21
PlanVest Financial, Inc
DECREASED
Shares1,206 from 1,240
Change-34 (-3%)
Value$73.0K (-$11.7K)
Filed 2026-11-09
Pension & Wealth Management Advisors, Inc.
NEW
Shares1,125
Change+1,125
Value$68.1K
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1,111 from 1,184
Change-73 (-6%)
Value$67.0K (-$14.0K)
Filed 2026-11-02
Trifecta Capital Advisors, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$66.6K (-$8.5K)
Filed 2026-10-21
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$66.5K (-$8.5K)
Filed 2026-10-20
NBH Bank
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$66.1K (-$8.5K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
DECREASED
Shares1,070 from 1,271
Change-201 (-16%)
Value$64.8K (-$22.0K)
Filed 2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares1,067 from 2,665
Change-1,598 (-60%)
Value$64.6K (-$117.4K)
Filed 2026-10-14
Bangor Savings Bank
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$64.2K (-$8.2K)
Filed 2026-10-06
Flagship Wealth Advisors, LLC
INCREASED
Shares1,060 from 760
Change+300 (+39%)
Value$64.2K (+$12.3K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
DECREASED
Shares1,017 from 1,040
Change-23 (-2%)
Value$61.5K (-$9.5K)
Filed 2026-10-21
Atwood & Palmer Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$60.5K (-$7.8K)
Filed 2026-10-08
Coastline Trust Co
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$58.8K (-$7.6K)
Filed 2026-10-01
Financial Management Professionals, Inc.
INCREASED
Shares958 from 950
Change+8 (+1%)
Value$58.0K (-$6.9K)
Filed 2026-10-23
West Paces Advisors Inc.
INCREASED
Shares929 from 276
Change+653 (+237%)
Value$56.2K (+$37.4K)
Filed 2026-10-13
Compass Wealth Management LLC
NEW
Shares900
Change+900
Value$54.5K
Filed 2026-10-22
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$58.9K (-$2.6K)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
DECREASED
Shares888 from 1,533
Change-645 (-42%)
Value$53.7K (-$50.9K)
Filed 2026-10-16
Archer Investment Corp
INCREASED
Shares869 from 764
Change+105 (+14%)
Value$52.6K (+$438)
Filed 2026-11-05
Addison Advisors LLC
INCREASED
Shares864 from 814
Change+50 (+6%)
Value$52.3K (-$3.3K)
Filed 2026-11-06
Hilltop National Bank
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$49.8K (-$6.4K)
Filed 2026-10-14
N.E.W. Advisory Services LLC
INCREASED
Shares806 from 799
Change+7 (+1%)
Value$48.8K (-$5.8K)
Filed 2026-11-09
MV Capital Management, Inc.
DECREASED
Shares789 from 803
Change-14 (-2%)
Value$47.8K (-$7.1K)
Filed 2026-10-29
Westside Investment Management, Inc.
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$45.7K (-$5.2K)
Filed 2026-11-02
Decker Retirement Planning Inc.
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$43.8K (-$5.6K)
Filed 2026-10-19
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares718 from 718
Change0 (0%)
Value$43.5K (-$5.6K)
Filed 2026-11-02
Blume Capital Management, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$42.4K (-$5.4K)
Filed 2026-10-26
Canton Hathaway, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$42.4K (-$5.4K)
Filed 2026-10-23
Adkins Seale Capital Management LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$42.0K (-$5.4K)
Filed 2026-10-27
CGC Financial Services, LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$41.2K (-$5.3K)
Filed 2026-10-13
CNB Bank
DECREASED
Shares669 from 715
Change-46 (-6%)
Value$40.5K (-$8.3K)
Filed 2026-11-09
Southern Michigan Bank & Trust
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$40.2K (-$5.2K)
Filed 2026-10-19
Chapman Financial Group, LLC
DECREASED
Shares650 from 8,010
Change-7,360 (-92%)
Value$39.3K (-$507.7K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares647 from 646
Change+1 (+0%)
Value$39.2K (-$5.0K)
Filed 2026-10-26
Center for Financial Planning, Inc.
UNCHANGED
Shares641 from 641
Change0 (0%)
Value$38.8K (-$5.0K)
Filed 2026-10-26
Byrne Asset Management LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$36.8K (-$4.6K)
Filed 2026-10-06
Kimelman & Baird, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$36.3K (-$4.7K)
Filed 2026-11-03
Pillar Financial Advisors, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$36.3K (-$4.7K)
Filed 2026-10-21
Kingdom Financial Group Llc.
DECREASED
Shares592 from 842
Change-250 (-30%)
Value$35.8K (-$21.7K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares569 from 647
Change-78 (-12%)
Value$34.5K (-$9.7K)
Filed 2026-11-02
Boyd Watterson Asset Management LLC
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$33.7K (-$4.3K)
Filed 2026-11-06
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$33.3K (-$4.3K)
Filed 2026-10-30
Community Bank, N.A.
INCREASED
Shares530 from 508
Change+22 (+4%)
Value$32.1K (-$2.6K)
Filed 2026-11-06
Signature Equity Partners, LLC
INCREASED
Shares526 from 286
Change+240 (+84%)
Value$31.8K (+$12.3K)
Filed 2026-10-29
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares500 from 2,500
Change-2,000 (-80%)
Value$30.3K (-$140.5K)
Filed 2026-10-07
Advocate Investing Services LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$30.3K (-$3.9K)
Filed 2026-10-26
Hussman Strategic Advisors, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$30.3K (-$3.9K)
Filed 2026-11-02
Hickory Point Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$30.3K (-$3.9K)
Filed 2026-10-01
Roble, Belko & Company, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$30.0K (-$4.0K)
Filed 2026-11-09
Old Second National Bank of Aurora
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$30.3K (-$3.9K)
Filed 2026-10-22
Bare Financial Services, Inc
INCREASED
Shares494 from 483
Change+11 (+2%)
Value$29.9K (-$3.1K)
Filed 2026-11-04
Blueline Advisors LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$29.4K (-$3.8K)
Filed 2026-10-15
Horizon Financial Services, LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$28.3K (-$3.6K)
Filed 2026-11-04
Gen-Wealth Partners Inc
DECREASED
Shares463 from 511
Change-48 (-9%)
Value$28.0K (-$6.9K)
Filed 2026-11-04
Clearstead Trust, LLC
DECREASED
Shares453 from 517
Change-64 (-12%)
Value$27.4K (-$7.9K)
Filed 2026-11-06
Gladwyn Financial Advisors, Inc.
INCREASED
Shares412 from 408
Change+4 (+1%)
Value$25.0K (-$2.9K)
Filed 2026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares410 from 1,623
Change-1,213 (-75%)
Value$24.8K (-$86.0K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$24.8K (-$3.2K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
DECREASED
Shares407 from 460
Change-53 (-12%)
Value$24.6K (-$6.8K)
Filed 2026-11-05
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$24.3K (-$3.1K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
DECREASED
Shares400 from 475
Change-75 (-16%)
Value$24.3K (-$7.9K)
Filed 2026-10-16
Strive Financial Group,LLC
INCREASED
Shares391 from 50
Change+341 (+682%)
Value$23.7K (+$20.2K)
Filed 2026-11-09
Wilkerson Advisory Group LLC
DECREASED
Shares383 from 397
Change-14 (-4%)
Value$23.2K (-$3.9K)
Filed 2026-10-20
Arlington Trust Co LLC
DECREASED
Shares382 from 500
Change-118 (-24%)
Value$23.1K (-$11.0K)
Filed 2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares364 from 1,364
Change-1,000 (-73%)
Value$22.0K (-$71.1K)
Filed 2026-10-21
Highline Wealth Partners LLC
INCREASED
Shares362 from 239
Change+123 (+51%)
Value$21.9K (+$5.6K)
Filed 2026-10-19
CrossGen Wealth, LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$21.8K (-$2.8K)
Filed 2026-10-30
Wolff Wiese Magana LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$21.8K (-$2.8K)
Filed 2026-10-15
James T. Borello RIA
INCREASED
Shares356 from 271
Change+85 (+31%)
Value$21.5K (+$3.0K)
Filed 2026-10-16
Team Financial Group, LLC
NEW
Shares349
Change+349
Value$21.1K
Filed 2026-10-30
William Mack & Associates, Inc.
NEW
Shares348
Change+348
Value$21.1K
Filed 2026-10-27
SBK Financial, Inc.
DECREASED
Shares344 from 444
Change-100 (-23%)
Value$20.8K (-$9.5K)
Filed 2026-11-02
Covestor Ltd
INCREASED
Shares340 from 325
Change+15 (+5%)
Value$21 (-$22.0K)
Filed 2026-10-30
Avion Wealth
DECREASED
Shares334 from 335
Change-1 (0%)
Value$20 (-$2)
Filed 2026-11-04
Joseph Group Capital Management
INCREASED
Shares331 from 316
Change+15 (+5%)
Value$20.0K (-$1.5K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares318 from 378
Change-60 (-16%)
Value$19.2K (-$6.6K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares308 from 176
Change+132 (+75%)
Value$18.7K (+$6.6K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
INCREASED
Shares303 from 302
Change+1 (+0%)
Value$18.3K (-$2.3K)
Filed 2026-10-28
Highland Investment Advisors LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$18.3K (-$2.3K)
Filed 2026-11-09
Fortitude Family Office, LLC
DECREASED
Shares289 from 310
Change-21 (-7%)
Value$17.5K (-$3.7K)
Filed 2026-10-14
Kroeger Financial Partners
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$17.5K (-$2.2K)
Filed 2026-10-19
Miller Wealth Advisors, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$16.9K (-$2.2K)
Filed 2026-11-02
Country Trust Bank
DECREASED
Shares271 from 347
Change-76 (-22%)
Value$16.4K (-$7.3K)
Filed 2026-10-30
Security National Bank
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$15.7K (-$2.0K)
Filed 2026-10-26
Evolution Wealth Management Inc.
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$15.5K (-$2.0K)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
INCREASED
Shares254 from 232
Change+22 (+9%)
Value$15.4K (-$471)
Filed 2026-11-02
Trust Co
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$15.3K (-$2.0K)
Filed 2026-10-09
Hoey Investments, Inc
NEW
Shares250
Change+250
Value$15.1K
Filed 2026-10-29
Ares Financial Consulting, LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$14.9K (-$1.9K)
Filed 2026-10-19
Legacy Bridge, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$14.8K (-$1.9K)
Filed 2026-10-28
Kings Path Partners LLC
DECREASED
Shares242 from 298
Change-56 (-19%)
Value$14.6K (-$5.7K)
Filed 2026-10-21
Jnba Financial Advisors
INCREASED
Shares237 from 26
Change+211 (+812%)
Value$14.3K (+$12.6K)
Filed 2026-11-03
Rakuten Securities, Inc.
INCREASED
Shares236 from 206
Change+30 (+15%)
Value$14.3K (+$215)
Filed 2026-11-02
Winch Advisory Services, LLC
INCREASED
Shares225 from 224
Change+1 (+0%)
Value$13.6K (-$1.6K)
Filed 2026-11-06
Dogwood Wealth Management LLC
DECREASED
Shares216 from 244
Change-28 (-11%)
Value$13.1K (-$3.6K)
Filed 2026-11-09
Acima Private Wealth, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$12.9K (-$1.7K)
Filed 2026-10-05
Bell Investment Advisors, Inc
INCREASED
Shares212 from 184
Change+28 (+15%)
Value$12.8K (+$265)
Filed 2026-10-29
Gables Capital Management Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$12.7K (-$1.6K)
Filed 2026-11-04
Nemes Rush Group LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$12.6K (-$1.6K)
Filed 2026-11-04
Cetera Trust Company, N.a
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.1K (-$1.6K)
Filed 2026-11-09
Sima Wealth Partners, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.1K (-$1.6K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
INCREASED
Shares182 from 150
Change+32 (+21%)
Value$11.0K (+$767)
Filed 2026-11-04
Leonteq Securities AG
DECREASED
Shares181 from 780
Change-599 (-77%)
Value$11.0K (-$42.3K)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares178 from 357
Change-179 (-50%)
Value$10.8K (-$13.6K)
Filed 2026-11-04
Asset Dedication, LLC
INCREASED
Shares178 from 155
Change+23 (+15%)
Value$10.8K (+$188)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares176 from 170
Change+6 (+4%)
Value$10.7K (-$958)
Filed 2026-10-26
Pacific Center for Financial Services
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$10.2K (-$1.3K)
Filed 2026-10-15
IMG Wealth Management, Inc.
INCREASED
Shares164 from 150
Change+14 (+9%)
Value$9.9K (-$319)
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$9.9K (-$1.3K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$10 (-$11.0K)
Filed 2026-10-14
Kennebec Savings Bank
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$9.7K (-$1.2K)
Filed 2026-10-22
Nvwm, LLC
DECREASED
Shares159 from 173
Change-14 (-8%)
Value$9.6K (-$2.2K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
DECREASED
Shares156 from 666
Change-510 (-77%)
Value$9 (-$36)
Filed 2026-10-27
Signature Resources Capital Management, LLC
DECREASED
Shares156 from 161
Change-5 (-3%)
Value$9.4K (-$1.6K)
Filed 2026-10-16
Newton One Investments LLC
INCREASED
Shares156 from 155
Change+1 (+1%)
Value$9.5K (-$1.1K)
Filed 2026-10-14
True Wealth Design, LLC
DECREASED
Shares153 from 253
Change-100 (-40%)
Value$9.3K (-$8.0K)
Filed 2026-10-13
Barrett & Company, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9.1K (-$1.2K)
Filed 2026-10-22
United Community Bank
INCREASED
Shares148 from 48
Change+100 (+208%)
Value$9.0K (+$5.7K)
Filed 2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$9.0K (-$1.2K)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED
Shares144 from 120
Change+24 (+20%)
Value$8.7K (+$520)
Filed 2026-11-03
Marquette Asset Management, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$8.6K (-$1.1K)
Filed 2026-10-09
Essential Partners LLC
DECREASED
Shares140 from 280
Change-140 (-50%)
Value$8.5K (-$10.6K)
Filed 2026-10-14
Markowski Investments
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$8.4K (-$1.1K)
Filed 2026-10-30
Bayban
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$8.5K ($0)
Filed 2026-11-05
Lodestone Wealth Management LLC
DECREASED
Shares122 from 126
Change-4 (-3%)
Value$7.4K (-$1.2K)
Filed 2026-10-14
DT Investment Partners, LLC
NEW
Shares120
Change+120
Value$7.3K
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares120 from 116
Change+4 (+3%)
Value$7.3K (-$660)
Filed 2026-10-07
Community Financial Services Group, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$7.3K (-$844)
Filed 2026-10-15
Vision Financial Markets LLC
INCREASED
Shares107 from 106
Change+1 (+1%)
Value$6.5K (-$677)
Filed 2026-10-22
WPG Advisers, LLC
DECREASED
Shares104 from 118
Change-14 (-12%)
Value$6.3K (-$1.8K)
Filed 2026-10-27
Kelleher Financial Advisors
DECREASED
Shares100 from 138
Change-38 (-28%)
Value$6.1K (-$3.4K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares95
Change+95
Value$5.7K
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares88
Change+88
Value$5.3K
Filed 2026-10-27
POM Investment Strategies, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$5.0K (-$637)
Filed 2026-10-20
Activest Wealth Management
DECREASED
Shares80 from 97
Change-17 (-18%)
Value$4.8K (-$1.8K)
Filed 2026-10-15
Clark Wealth Partners
INCREASED
Shares80 from 73
Change+7 (+10%)
Value$4.8K (-$144)
Filed 2026-10-19
Maseco LLP
NEW
Shares76
Change+76
Value$4.6K
Filed 2026-10-27
Elevation Wealth Partners, LLC
DECREASED
Shares73 from 113
Change-40 (-35%)
Value$4.4K (-$3.3K)
Filed 2026-10-07
Accordant Advisory Group Inc
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$4.3K (-$552)
Filed 2026-10-29
High Note Wealth, LLC
DECREASED
Shares66 from 70
Change-4 (-6%)
Value$4.0K (-$786)
Filed 2026-10-27
Carolina Wealth Advisors, LLC
DECREASED
Shares66 from 70
Change-4 (-6%)
Value$4.0K (-$786)
Filed 2026-10-23
J.Safra Asset Management Corp
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.6K (-$466)
Filed 2026-11-03
Kozak & Associates, Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.7K (-$211)
Filed 2026-10-29
Creative Capital Management Investments LLC
INCREASED
Shares56 from 47
Change+9 (+19%)
Value$3.4K (+$179)
Filed 2026-10-28
Thompson Investment Management, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$3.4K (-$435)
Filed 2026-10-14
Polaris Financial Partners
NEW
Shares55
Change+55
Value$3
Filed 2026-10-02
Princeton Global Asset Management LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$3.3K (-$430)
Filed 2026-10-21
Tidemark, LLC
INCREASED
Shares52 from 40
Change+12 (+30%)
Value$3.1K (+$415)
Filed 2026-11-09
Acumen Wealth Advisors, LLC
NEW
Shares51
Change+51
Value$3.1K
Filed 2026-11-05
Bank of New Hampshire
DECREASED
Shares50 from 110
Change-60 (-55%)
Value$3.0K (-$4.5K)
Filed 2026-10-06
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.7K (-$342)
Filed 2026-10-23
Virtus Advisers, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.7K (-$342)
Filed 2026-11-09
WestEnd Advisors, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$2.5K (-$319)
Filed 2026-10-27
Picton Mahoney Asset Management
NEW
Shares37
Change+37
Value$2.2K
Filed 2026-11-09
American National Bank & Trust
NEW
Shares37
Change+37
Value$2.2K
Filed 2026-10-07
Valued Wealth Advisors LLC
DECREASED
Shares36 from 41
Change-5 (-12%)
Value$2.2K (-$621)
Filed 2026-11-05
Strengthening Families & Communities, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.1K (-$255)
Filed 2026-10-21
Cheviot Value Management, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.1K (-$264)
Filed 2026-11-09
Global Trust Asset Management, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.1K (-$264)
Filed 2026-10-19
Darwin Wealth Management, LLC
NEW
Shares33
Change+33
Value$2.0K
Filed 2026-11-09
Key Capital Management, Inc
DECREASED
Shares31 from 66
Change-35 (-53%)
Value$1.9K (-$2.6K)
Filed 2026-11-03
KFG LLC
NEW
Shares30
Change+30
Value$1.8K
Filed 2026-11-02
Burk Holdings LLC
DECREASED
Shares29 from 34
Change-5 (-15%)
Value$1.8K (-$567)
Filed 2026-11-05
Retirement Wealth Solutions LLC
INCREASED
Shares27 from 14
Change+13 (+93%)
Value$1.6K (+$678)
Filed 2026-10-07
TFC Financial Management, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.6K (-$209)
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
INCREASED
Shares26 from 13
Change+13 (+100%)
Value$1.6K (+$686)
Filed 2026-10-14
Mosley Wealth Management
INCREASED
Shares25 from 1
Change+24 (+2400%)
Value$1.6K (+$1.5K)
Filed 2026-10-16
Davis Capital Management
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.5K (-$187)
Filed 2026-10-08
Sunrise Financial Services, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.5K (-$187)
Filed 2026-10-21
Coston, McIsaac & Partners
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.4K (+$1.4K)
Filed 2026-11-06
Three Bridge Wealth Advisors, LLC
NEW
Shares20
Change+20
Value$1.2K
Filed 2026-11-05
Gilpin Wealth Management, LLC
NEW
Shares20
Change+20
Value$1.2K
Filed 2026-10-09
Quaker Wealth Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.2K (-$155)
Filed 2026-10-22
Fortis Group Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$787 (-$101)
Filed 2026-11-06
Torren Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$650 (-$83)
Filed 2026-10-29
UMB Private Wealth Management, LLC
NEW
Shares10
Change+10
Value$605
Filed 2026-10-19
Reap Financial Group, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$605 (-$78)
Filed 2026-11-02
Mascoma Wealth Management LLC
DECREASED
Shares9 from 12
Change-3 (-25%)
Value$545 (-$274)
Filed 2026-10-23
Phillip James Consulting Co.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$545 (-$70)
Filed 2026-11-03
Align Financial, LLC
NEW
Shares8
Change+8
Value$484
Filed 2026-10-16
DecisionPoint Financial, LLC
INCREASED
Shares8 from 6
Change+2 (+33%)
Value$487 (+$80)
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares8 from 7
Change+1 (+14%)
Value$504 (+$14)
Filed 2026-10-28
West Branch Capital LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$364 (-$46)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$363 (-$47)
Filed 2026-10-23
Fairscale Capital, LLC
NEW
Shares5
Change+5
Value$333
Filed 2026-11-04
Meramec Financial Planners, LLC
DECREASED
Shares5 from 681
Change-676 (-99%)
Value$343 (-$47.5K)
Filed 2026-11-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$182 (-$23)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
NEW
Shares2
Change+2
Value$121
Filed 2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$122 (-$15)
Filed 2026-10-15
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$61 (-$8)
Filed 2026-10-15
Roxbury Financial LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$61 (-$7)
Filed 2026-10-01
Alberta Investment Management Corp
CLOSED
Shares0 from 150,000
Change-150,000 (-100%)
Value$0 (-$10.2M)
Filed 2026-11-09
Global Wealth Management Investment Advisory, Inc.
CLOSED
Shares0 from 101,280
Change-101,280 (-100%)
Value$0 (-$6.9M)
Filed 2026-11-04
OFI Invest Asset Management
CLOSED
Shares0 from 96,140
Change-96,140 (-100%)
Value$0 (-$5.9M)
Filed 2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED
Shares0 from 67,282
Change-67,282 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 17,130
Change-17,130 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Greenwood Capital Associates LLC
CLOSED
Shares0 from 16,216
Change-16,216 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
San Luis Wealth Advisors LLC
CLOSED
Shares0 from 16,137
Change-16,137 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
WBI Investments, LLC
CLOSED
Shares0 from 13,770
Change-13,770 (-100%)
Value$0 (-$940.4K)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 10,203
Change-10,203 (-100%)
Value$0 (-$696.8K)
Filed 2026-10-14
Avantra Family Wealth, Inc.
CLOSED
Shares0 from 9,578
Change-9,578 (-100%)
Value$0 (-$654.1K)
Filed 2026-10-20
LVM Capital Management LTD
CLOSED
Shares0 from 8,980
Change-8,980 (-100%)
Value$0 (-$613)
Filed 2026-10-20
Kesler, Norman & Wride, LLC
CLOSED
Shares0 from 8,899
Change-8,899 (-100%)
Value$0 (-$607.7K)
Filed 2026-11-06
Bayshore Asset Management, LLC
CLOSED
Shares0 from 8,324
Change-8,324 (-100%)
Value$0 (-$568.4K)
Filed 2026-11-03
StoneX Group Inc.
CLOSED
Shares0 from 5,324
Change-5,324 (-100%)
Value$0 (-$362.9K)
Filed 2026-11-03
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 5,311
Change-5,311 (-100%)
Value$0 (-$362.7K)
Filed 2026-10-20
Aaron Wealth Advisors LLC
CLOSED
Shares0 from 4,802
Change-4,802 (-100%)
Value$0 (-$327.9K)
Filed 2026-10-13
BIP Wealth, LLC
CLOSED
Shares0 from 4,545
Change-4,545 (-100%)
Value$0 (-$310.4K)
Filed 2026-10-22
AMG National Trust Bank
CLOSED
Shares0 from 4,543
Change-4,543 (-100%)
Value$0 (-$310.2K)
Filed 2026-11-05
Investment Planning Advisors, Inc.
CLOSED
Shares0 from 4,499
Change-4,499 (-100%)
Value$0 (-$307.2K)
Filed 2026-10-14
Mission Wealth Management, LP
CLOSED
Shares0 from 4,313
Change-4,313 (-100%)
Value$0 (-$294.6K)
Filed 2026-10-15
Drive Wealth Management, LLC
CLOSED
Shares0 from 3,924
Change-3,924 (-100%)
Value$0 (-$268.0K)
Filed 2026-11-09
Tempo Wealth, LLC
CLOSED
Shares0 from 3,637
Change-3,637 (-100%)
Value$0 (-$248.4K)
Filed 2026-10-14
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 3,600
Change-3,600 (-100%)
Value$0 (-$244.0K)
Filed 2026-10-08
Visionary Wealth Advisors
CLOSED
Shares0 from 3,493
Change-3,493 (-100%)
Value$0 (-$238.6K)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
CLOSED
Shares0 from 3,433
Change-3,433 (-100%)
Value$0 (-$234.4K)
Filed 2026-10-16
SVB Wealth LLC
CLOSED
Shares0 from 3,405
Change-3,405 (-100%)
Value$0 (-$232.5K)
Filed 2026-11-06
Purkiss Capital Advisors LLC
CLOSED
Shares0 from 3,290
Change-3,290 (-100%)
Value$0 (-$224.7K)
Filed 2026-11-06
Eddie Patel Inc
CLOSED
Shares0 from 3,289
Change-3,289 (-100%)
Value$0 (-$224.6K)
Filed 2026-11-02
Marotta Asset Management
CLOSED
Shares0 from 3,288
Change-3,288 (-100%)
Value$0 (-$222.9K)
Filed 2026-10-02
Ballast, Inc.
CLOSED
Shares0 from 3,279
Change-3,279 (-100%)
Value$0 (-$223.9K)
Filed 2026-10-20
Hunter Associates Investment Management LLC
CLOSED
Shares0 from 3,272
Change-3,272 (-100%)
Value$0 (-$225.0K)
Filed 2026-10-26
Howard Financial Services, Ltd.
CLOSED
Shares0 from 3,267
Change-3,267 (-100%)
Value$0 (-$223.1K)
Filed 2026-10-15
MBA Advisors LLC
CLOSED
Shares0 from 3,256
Change-3,256 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-29
Naples Global Advisors, LLC
CLOSED
Shares0 from 3,244
Change-3,244 (-100%)
Value$0 (-$221.5K)
Filed 2026-11-05
Earned Wealth Advisors, LLC
CLOSED
Shares0 from 3,237
Change-3,237 (-100%)
Value$0 (-$221.0K)
Filed 2026-11-06
Annis Gardner Whiting Capital Advisors, LLC
CLOSED
Shares0 from 3,226
Change-3,226 (-100%)
Value$0 (-$220.3K)
Filed 2026-11-09
Flagstone Financial Management
CLOSED
Shares0 from 3,200
Change-3,200 (-100%)
Value$0 (-$218.5K)
Filed 2026-11-05
Chase Investment Counsel Corp
CLOSED
Shares0 from 3,200
Change-3,200 (-100%)
Value$0 (-$218.0K)
Filed 2026-11-09
Integras Partners LLC
CLOSED
Shares0 from 3,199
Change-3,199 (-100%)
Value$0 (-$218.5K)
Filed 2026-10-30
Longboard Asset Management, LP
CLOSED
Shares0 from 3,196
Change-3,196 (-100%)
Value$0 (-$218.3K)
Filed 2026-10-15
Summit Asset Management, LLC
CLOSED
Shares0 from 3,189
Change-3,189 (-100%)
Value$0 (-$217.8K)
Filed 2026-11-05
AlTi Global, Inc.
CLOSED
Shares0 from 3,126
Change-3,126 (-100%)
Value$0 (-$213.5K)
Filed 2026-11-09
Family Legacy Financial Solutions, LLC
CLOSED
Shares0 from 3,120
Change-3,120 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-07
MBL Wealth, LLC
CLOSED
Shares0 from 3,109
Change-3,109 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-22
Stonekeep Investments, LLC
CLOSED
Shares0 from 3,101
Change-3,101 (-100%)
Value$0 (-$212)
Filed 2026-10-15
Plancorp, LLC
CLOSED
Shares0 from 3,079
Change-3,079 (-100%)
Value$0 (-$218.0K)
Filed 2026-11-03
Ipswich Investment Management Co., Inc.
CLOSED
Shares0 from 3,050
Change-3,050 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-13
Dudley Capital Management, LLC
CLOSED
Shares0 from 3,047
Change-3,047 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-23
WIN Advisors, Inc
CLOSED
Shares0 from 3,020
Change-3,020 (-100%)
Value$0 (-$206.2K)
Filed 2026-11-06
First Heartland Consultants, Inc.
CLOSED
Shares0 from 3,016
Change-3,016 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-08
Partners in Financial Planning
CLOSED
Shares0 from 2,973
Change-2,973 (-100%)
Value$0 (-$203.0K)
Filed 2026-11-06
Norden Group LLC
CLOSED
Shares0 from 2,954
Change-2,954 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-20
Carolina Wealth Management Inc
CLOSED
Shares0 from 2,954
Change-2,954 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-29
Washington Trust Co
CLOSED
Shares0 from 2,949
Change-2,949 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-22
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 2,935
Change-2,935 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-21
Founders Financial Securities LLC
CLOSED
Shares0 from 2,931
Change-2,931 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-28
Aspiriant, LLC
CLOSED
Shares0 from 2,930
Change-2,930 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-16
BKM Wealth Management, LLC
CLOSED
Shares0 from 2,900
Change-2,900 (-100%)
Value$0 (-$198.0K)
Filed 2026-10-22
Summit Securities Group LLC
CLOSED
Shares0 from 1,740
Change-1,740 (-100%)
Value$0 (-$118.8K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 1,410
Change-1,410 (-100%)
Value$0 (-$96.3K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,364
Change-1,364 (-100%)
Value$0 (-$93.1K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,207
Change-1,207 (-100%)
Value$0 (-$82.4K)
Filed 2026-10-13
Gleason Group, Inc.
CLOSED
Shares0 from 1,002
Change-1,002 (-100%)
Value$0 (-$68.5K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 595
Change-595 (-100%)
Value$0 (-$42.3K)
Filed 2026-10-16
Access Investment Management LLC
CLOSED
Shares0 from 425
Change-425 (-100%)
Value$0 (-$29.0K)
Filed 2026-10-23
Stone House Investment Management, LLC
CLOSED
Shares0 from 385
Change-385 (-100%)
Value$0 (-$26.3K)
Filed 2026-10-23
Park Place Capital Corp
CLOSED
Shares0 from 293
Change-293 (-100%)
Value$0 (-$20.0K)
Filed 2026-11-09
BankPlus Trust Department
CLOSED
Shares0 from 268
Change-268 (-100%)
Value$0 (-$18.3K)
Filed 2026-11-06
Morse Asset Management, Inc
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$18.1K)
Filed 2026-11-09
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 258
Change-258 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-30
StrongBox Wealth, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$17.1K)
Filed 2026-11-02
First Pacific Financial
CLOSED
Shares0 from 221
Change-221 (-100%)
Value$0 (-$15.1K)
Filed 2026-10-14
Brooklyn FI, LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$5.5K)
Filed 2026-11-05
Axiom Investment Management LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$683)
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$321)
Filed 2026-10-16
Capital Research Global Investors
N/A
Shares— from 73,855,890
Change-73,855,890 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 73,018,575
Change-73,018,575 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 57,396,293
Change-57,396,293 (-100%)
Value—
State Street Corp
N/A
Shares— from 50,917,469
Change-50,917,469 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 45,067,363
Change-45,067,363 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 40,867,860
Change-40,867,860 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 20,030,451
Change-20,030,451 (-100%)
Value—
Dodge & COX
N/A
Shares— from 18,303,470
Change-18,303,470 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 14,884,625
Change-14,884,625 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,599,270
Change-14,599,270 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 11,889,404
Change-11,889,404 (-100%)
Value—
Norges Bank
N/A
Shares— from 11,791,396
Change-11,791,396 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,169,924
Change-11,169,924 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 9,894,768
Change-9,894,768 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 8,393,727
Change-8,393,727 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,703,375
Change-7,703,375 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,022,714
Change-7,022,714 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,860,793
Change-6,860,793 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,843,654
Change-6,843,654 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 6,834,123
Change-6,834,123 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 6,014,946
Change-6,014,946 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,938,292
Change-4,938,292 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,645,087
Change-4,645,087 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,559,546
Change-4,559,546 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,288,973
Change-4,288,973 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,778,522
Change-3,778,522 (-100%)
Value—
Pentwater Capital Management LP
N/A
Shares— from 3,500,000
Change-3,500,000 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,258,156
Change-3,258,156 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,012,305
Change-3,012,305 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,779,382
Change-2,779,382 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 2,690,485
Change-2,690,485 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,520,262
Change-2,520,262 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,479,120
Change-2,479,120 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 2,345,231
Change-2,345,231 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,938,108
Change-1,938,108 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,893,390
Change-1,893,390 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,874,499
Change-1,874,499 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,583,811
Change-1,583,811 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,571,332
Change-1,571,332 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,539,582
Change-1,539,582 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,514,179
Change-1,514,179 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,453,010
Change-1,453,010 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,416,356
Change-1,416,356 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,390,897
Change-1,390,897 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,276,493
Change-1,276,493 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 1,233,506
Change-1,233,506 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 1,219,394
Change-1,219,394 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,207,522
Change-1,207,522 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,190,474
Change-1,190,474 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,077,536
Change-1,077,536 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,022,628
Change-1,022,628 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 941,149
Change-941,149 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 926,212
Change-926,212 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 901,926
Change-901,926 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 878,007
Change-878,007 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 874,502
Change-874,502 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 860,186
Change-860,186 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 859,201
Change-859,201 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 840,981
Change-840,981 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 821,666
Change-821,666 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 819,923
Change-819,923 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 802,155
Change-802,155 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 760,846
Change-760,846 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 756,958
Change-756,958 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 725,964
Change-725,964 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 678,934
Change-678,934 (-100%)
Value—
AQR Arbitrage LLC
N/A
Shares— from 671,858
Change-671,858 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 648,379
Change-648,379 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 635,119
Change-635,119 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 627,216
Change-627,216 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 606,277
Change-606,277 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 597,296
Change-597,296 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 557,850
Change-557,850 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 557,285
Change-557,285 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 544,676
Change-544,676 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 536,090
Change-536,090 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 511,300
Change-511,300 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 485,456
Change-485,456 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 482,136
Change-482,136 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 473,468
Change-473,468 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 472,104
Change-472,104 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 472,096
Change-472,096 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 454,806
Change-454,806 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 436,945
Change-436,945 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 436,378
Change-436,378 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 435,621
Change-435,621 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 433,245
Change-433,245 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 427,332
Change-427,332 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 416,352
Change-416,352 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 410,500
Change-410,500 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 407,908
Change-407,908 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 405,137
Change-405,137 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 389,264
Change-389,264 (-100%)
Value—
Alpine Associates Management Inc.
N/A
Shares— from 386,200
Change-386,200 (-100%)
Value—
Water Island Capital LLC
N/A
Shares— from 381,231
Change-381,231 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 371,203
Change-371,203 (-100%)
Value—
Cbre Investment Management Listed Real Assets LLC
N/A
Shares— from 369,494
Change-369,494 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 363,889
Change-363,889 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 358,796
Change-358,796 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 355,065
Change-355,065 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 347,590
Change-347,590 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 347,096
Change-347,096 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 335,148
Change-335,148 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 324,778
Change-324,778 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 323,807
Change-323,807 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 319,960
Change-319,960 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 319,793
Change-319,793 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 318,748
Change-318,748 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 308,752
Change-308,752 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 296,332
Change-296,332 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 292,281
Change-292,281 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 278,549
Change-278,549 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 272,055
Change-272,055 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 266,498
Change-266,498 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 257,835
Change-257,835 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 250,144
Change-250,144 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 228,874
Change-228,874 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 225,514
Change-225,514 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 217,259
Change-217,259 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 211,676
Change-211,676 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 205,518
Change-205,518 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 201,862
Change-201,862 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 201,205
Change-201,205 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 197,131
Change-197,131 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 197,012
Change-197,012 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 193,710
Change-193,710 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 191,924
Change-191,924 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 191,395
Change-191,395 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 186,925
Change-186,925 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 185,745
Change-185,745 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 185,500
Change-185,500 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 181,802
Change-181,802 (-100%)
Value—
Man Group plc
N/A
Shares— from 180,000
Change-180,000 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 177,897
Change-177,897 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 176,681
Change-176,681 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 167,694
Change-167,694 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 165,344
Change-165,344 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 159,154
Change-159,154 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 155,000
Change-155,000 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 150,631
Change-150,631 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 150,376
Change-150,376 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 149,586
Change-149,586 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 148,831
Change-148,831 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 147,840
Change-147,840 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 143,813
Change-143,813 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 143,422
Change-143,422 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 143,272
Change-143,272 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 141,584
Change-141,584 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 138,840
Change-138,840 (-100%)
Value—
&partners
N/A
Shares— from 137,692
Change-137,692 (-100%)
Value—
Commerce Bank
N/A
Shares— from 136,683
Change-136,683 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 134,767
Change-134,767 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 133,612
Change-133,612 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 133,597
Change-133,597 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 131,826
Change-131,826 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 127,115
Change-127,115 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 117,488
Change-117,488 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 112,262
Change-112,262 (-100%)
Value—
Kintayl Capital LP
N/A
Shares— from 112,082
Change-112,082 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 109,203
Change-109,203 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 106,769
Change-106,769 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 105,989
Change-105,989 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 105,641
Change-105,641 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 104,790
Change-104,790 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 104,300
Change-104,300 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 101,559
Change-101,559 (-100%)
Value—
Stephens Inc
N/A
Shares— from 100,227
Change-100,227 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 97,141
Change-97,141 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 95,883
Change-95,883 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 93,803
Change-93,803 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 93,312
Change-93,312 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 91,435
Change-91,435 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 87,083
Change-87,083 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 85,704
Change-85,704 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 84,886
Change-84,886 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 84,703
Change-84,703 (-100%)
Value—
Allstate Corp
N/A
Shares— from 83,848
Change-83,848 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 83,617
Change-83,617 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 83,158
Change-83,158 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 82,217
Change-82,217 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 79,128
Change-79,128 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 77,225
Change-77,225 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 77,009
Change-77,009 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 76,552
Change-76,552 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 75,438
Change-75,438 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 75,185
Change-75,185 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 73,643
Change-73,643 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 70,789
Change-70,789 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 69,276
Change-69,276 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 68,964
Change-68,964 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 67,741
Change-67,741 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 64,312
Change-64,312 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 62,268
Change-62,268 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 62,038
Change-62,038 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 61,605
Change-61,605 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 61,527
Change-61,527 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 60,707
Change-60,707 (-100%)
Value—
Quarry LP
N/A
Shares— from 60,693
Change-60,693 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 58,207
Change-58,207 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 56,557
Change-56,557 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 54,983
Change-54,983 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 54,571
Change-54,571 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 54,226
Change-54,226 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 53,878
Change-53,878 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 53,050
Change-53,050 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 52,224
Change-52,224 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 51,734
Change-51,734 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 51,706
Change-51,706 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 51,691
Change-51,691 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 50,402
Change-50,402 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 50,022
Change-50,022 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 49,761
Change-49,761 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 47,714
Change-47,714 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 47,101
Change-47,101 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,532
Change-46,532 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 45,654
Change-45,654 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 45,400
Change-45,400 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 45,391
Change-45,391 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 45,356
Change-45,356 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 44,524
Change-44,524 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 42,809
Change-42,809 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 41,434
Change-41,434 (-100%)
Value—
DLD Asset Management, LP
N/A
Shares— from 41,249
Change-41,249 (-100%)
Value—
Blair William & Co
N/A
Shares— from 39,957
Change-39,957 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 39,717
Change-39,717 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 38,852
Change-38,852 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 38,503
Change-38,503 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 38,243
Change-38,243 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 37,499
Change-37,499 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 37,162
Change-37,162 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 36,976
Change-36,976 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 36,706
Change-36,706 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 36,090
Change-36,090 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 35,597
Change-35,597 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 35,566
Change-35,566 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 34,760
Change-34,760 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 34,667
Change-34,667 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 34,522
Change-34,522 (-100%)
Value—
Simmons Bank
N/A
Shares— from 34,443
Change-34,443 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 34,422
Change-34,422 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 33,526
Change-33,526 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 32,220
Change-32,220 (-100%)
Value—
Aviva PLC
N/A
Shares— from 32,127
Change-32,127 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 31,620
Change-31,620 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 31,313
Change-31,313 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 30,971
Change-30,971 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 30,618
Change-30,618 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 30,425
Change-30,425 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 30,358
Change-30,358 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 29,613
Change-29,613 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 29,275
Change-29,275 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 29,144
Change-29,144 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 29,064
Change-29,064 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 28,384
Change-28,384 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 28,355
Change-28,355 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 28,220
Change-28,220 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 28,197
Change-28,197 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 27,756
Change-27,756 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 27,191
Change-27,191 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 27,130
Change-27,130 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 26,762
Change-26,762 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 26,488
Change-26,488 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 26,441
Change-26,441 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 25,876
Change-25,876 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 25,421
Change-25,421 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 25,364
Change-25,364 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 25,267
Change-25,267 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,719
Change-24,719 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 24,689
Change-24,689 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 24,182
Change-24,182 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 23,819
Change-23,819 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 23,657
Change-23,657 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,424
Change-23,424 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 23,013
Change-23,013 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 22,840
Change-22,840 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 22,474
Change-22,474 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 22,469
Change-22,469 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 22,438
Change-22,438 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 22,359
Change-22,359 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 21,898
Change-21,898 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 21,034
Change-21,034 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 20,973
Change-20,973 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 20,670
Change-20,670 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 20,552
Change-20,552 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,187
Change-20,187 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 19,951
Change-19,951 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 19,572
Change-19,572 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 18,938
Change-18,938 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 18,884
Change-18,884 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,850
Change-18,850 (-100%)
Value—
FIL Ltd
N/A
Shares— from 18,792
Change-18,792 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 18,693
Change-18,693 (-100%)
Value—
Mork Capital Management, LLC
N/A
Shares— from 18,620
Change-18,620 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 18,239
Change-18,239 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 18,194
Change-18,194 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 18,057
Change-18,057 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 17,941
Change-17,941 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 17,926
Change-17,926 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 17,280
Change-17,280 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 17,255
Change-17,255 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 16,712
Change-16,712 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,470
Change-16,470 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,426
Change-16,426 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 16,312
Change-16,312 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 16,295
Change-16,295 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 15,896
Change-15,896 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 15,809
Change-15,809 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 15,676
Change-15,676 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 15,655
Change-15,655 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 15,624
Change-15,624 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 15,623
Change-15,623 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 15,295
Change-15,295 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 14,551
Change-14,551 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 14,284
Change-14,284 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 14,264
Change-14,264 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 14,263
Change-14,263 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 14,091
Change-14,091 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 13,945
Change-13,945 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 13,750
Change-13,750 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,701
Change-13,701 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 13,614
Change-13,614 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 13,577
Change-13,577 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 13,390
Change-13,390 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 13,346
Change-13,346 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 13,078
Change-13,078 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 12,837
Change-12,837 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,791
Change-12,791 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 12,672
Change-12,672 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 12,556
Change-12,556 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 12,492
Change-12,492 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 12,363
Change-12,363 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 12,142
Change-12,142 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,077
Change-12,077 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 11,835
Change-11,835 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 11,801
Change-11,801 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 11,731
Change-11,731 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 11,699
Change-11,699 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 11,635
Change-11,635 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 11,493
Change-11,493 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,242
Change-11,242 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 11,212
Change-11,212 (-100%)
Value—
Invst, LLC
N/A
Shares— from 11,208
Change-11,208 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 11,091
Change-11,091 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,984
Change-10,984 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 10,845
Change-10,845 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 10,802
Change-10,802 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 10,705
Change-10,705 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 10,673
Change-10,673 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 10,557
Change-10,557 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 10,360
Change-10,360 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 10,328
Change-10,328 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 10,271
Change-10,271 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,179
Change-10,179 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 10,014
Change-10,014 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,949
Change-9,949 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 9,931
Change-9,931 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 9,875
Change-9,875 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 9,835
Change-9,835 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 9,833
Change-9,833 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 9,516
Change-9,516 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 9,449
Change-9,449 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 9,143
Change-9,143 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 9,028
Change-9,028 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 8,764
Change-8,764 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 8,651
Change-8,651 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 8,647
Change-8,647 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 8,635
Change-8,635 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 8,626
Change-8,626 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 8,412
Change-8,412 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 8,376
Change-8,376 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 8,318
Change-8,318 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 8,213
Change-8,213 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 8,145
Change-8,145 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 8,022
Change-8,022 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,995
Change-7,995 (-100%)
Value—
Allianz SE
N/A
Shares— from 7,980
Change-7,980 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 7,968
Change-7,968 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,961
Change-7,961 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 7,580
Change-7,580 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,543
Change-7,543 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 7,417
Change-7,417 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 7,413
Change-7,413 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 7,410
Change-7,410 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 7,406
Change-7,406 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 7,406
Change-7,406 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 7,393
Change-7,393 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 7,263
Change-7,263 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 7,135
Change-7,135 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 7,099
Change-7,099 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 6,958
Change-6,958 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 6,947
Change-6,947 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 6,943
Change-6,943 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 6,939
Change-6,939 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 6,929
Change-6,929 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,847
Change-6,847 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 6,481
Change-6,481 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 6,371
Change-6,371 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,288
Change-6,288 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,214
Change-6,214 (-100%)
Value—
Members Trust Co
N/A
Shares— from 6,142
Change-6,142 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,973
Change-5,973 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,888
Change-5,888 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,811
Change-5,811 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 5,807
Change-5,807 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 5,779
Change-5,779 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 5,764
Change-5,764 (-100%)
Value—
United Bank
N/A
Shares— from 5,714
Change-5,714 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 5,703
Change-5,703 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,693
Change-5,693 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,629
Change-5,629 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,572
Change-5,572 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 5,431
Change-5,431 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 5,407
Change-5,407 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,164
Change-5,164 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 5,021
Change-5,021 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,019
Change-5,019 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 4,942
Change-4,942 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 4,851
Change-4,851 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 4,679
Change-4,679 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Harvest Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Rithm Capital Corp.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,546
Change-3,546 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 3,457
Change-3,457 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 3,053
Change-3,053 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
BNP Paribas
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 954
Change-954 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 943
Change-943 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 928
Change-928 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 846
Change-846 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 736
Change-736 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 725
Change-725 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 700
Change-700 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 611
Change-611 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 594
Change-594 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Ossiam
N/A
Shares— from 483
Change-483 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 429
Change-429 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 372
Change-372 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 356
Change-356 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 349
Change-349 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 322
Change-322 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
S&T Bank
N/A
Shares— from 285
Change-285 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 263
Change-263 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 222
Change-222 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 134
Change-134 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 72
Change-72 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 65
Change-65 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
EFG International AG
N/A
Shares— from 52
Change-52 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 14
Change-14 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 6
Change-6 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED20,037,36019,792,934+244,426+1%$1.3B$1.2B-$138.3M2026-11-06
Bank of New York Mellon Corp
DECREASED9,379,05710,212,160-833,103-8%$697.4M$567.6M-$129.8M2026-11-05
Bank of Montreal
DECREASED4,688,3534,692,640-4,2870%$320.5M$283.7M-$36.7M2026-11-09
Amundi
INCREASED3,855,4531,903,209+1,952,244+103%$130.0M$233.3M+$103.4M2026-11-06
Deutsche Bank Ag\
INCREASED2,829,6782,586,797+242,881+9%$176.7M$171.3M-$5.4M2026-11-06
Dimensional Fund Advisors LP
INCREASED2,763,4372,683,787+79,650+3%$183.3M$167.2M-$16.1M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,270,7282,132,121+138,607+7%$145.6M$137.4M-$8.2M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,909,8161,957,830-48,014-2%$133.7M$115.6M-$18.1M2026-10-29
Citigroup Inc
INCREASED1,895,0011,607,035+287,966+18%$109.7M$114.7M+$4.9M2026-11-04
Barclays PLC
INCREASED1,512,026933,375+578,651+62%$63.7M$91.5M+$27.8M2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED1,411,9601,400,503+11,457+1%$95.6M$85.5M-$10.2M2026-11-03
Duff & Phelps Investment Management Co
DECREASED1,399,7501,569,402-169,652-11%$107.2M$84.7M-$22.5M2026-11-06
Mizuho Markets Americas LLC
INCREASED1,318,2271,248,800+69,427+6%$85.3M$79.8M-$5.5M2026-11-09
LPL Financial LLC
INCREASED1,279,1101,192,117+86,993+7%$81.4M$77.4M-$4.0M2026-11-06
Antipodes Partners Ltd
DECREASED1,239,6721,612,527-372,855-23%$110.1M$75.0M-$35.1M2026-11-05
Pictet Asset Management Holding SA
DECREASED1,207,0641,248,444-41,380-3%$85.3M$73.1M-$12.2M2026-11-03
PNC Financial Services Group, Inc.
DECREASED948,544968,991-20,447-2%$66.2M$57.4M-$8.8M2026-11-06
Principal Financial Group Inc
DECREASED937,9721,054,487-116,515-11%$72.0M$56.8M-$15.2M2026-11-02
Strs Ohio
DECREASED870,244886,550-16,306-2%$60.5M$52.7M-$7.9M2026-10-30
Thompson Siegel & Walmsley LLC
DECREASED869,7911,075,775-205,984-19%$73.5M$52.6M-$20.8M2026-11-05
HighTower Advisors, LLC
INCREASED780,008633,090+146,918+23%$43.2M$47.2M+$4.0M2026-11-10
New York State Teachers Retirement System
DECREASED629,048644,179-15,131-2%$44.0M$38.1M-$5.9M2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
INCREASED581,917549,117+32,800+6%$37.5M$35.2M-$2.3M2026-10-15
Squarepoint Ops LLC
INCREASED551,085266,549+284,536+107%$18.2M$33.4M+$15.1M2026-11-09
Alps Advisors Inc
INCREASED513,312473,785+39,527+8%$32.4M$31.1M-$1.3M2026-11-03
Creative Planning
DECREASED485,485490,357-4,872-1%$33.5M$29.4M-$4.1M2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED464,990479,440-14,450-3%$32.7M$28.1M-$4.6M2026-10-19
Russell Investments Group, Ltd.
DECREASED460,259695,640-235,381-34%$47.5M$27.9M-$19.7M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED457,982424,758+33,224+8%$29.5M$28.0M-$1.5M2026-10-13
RWC Asset Management LLP
DECREASED409,681419,724-10,043-2%$28.7M$24.8M-$3.9M2026-10-22
Asset Management One Co., Ltd.
INCREASED400,314388,738+11,576+3%$26.5M$24.2M-$2.3M2026-10-27
Godsey & Gibb, Inc
DECREASED381,700387,155-5,455-1%$26.4M$23.1M-$3.3M2026-10-14
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED375,831345,110+30,721+9%$23.6M$22.7M-$822.3K2026-11-06
Davenport & Co LLC
DECREASED366,493374,756-8,263-2%$25.6M$22.2M-$3.4M2026-10-14
Truist Financial Corp
DECREASED349,935351,602-1,6670%$24.0M$21.2M-$2.8M2026-10-30
GW Henssler & Associates LTD
INCREASED341,855341,049+806+0%$23.3M$20.7M-$2.6M2026-10-26
Exchange Traded Concepts, LLC
DECREASED325,222389,360-64,138-16%$26.6M$19.7M-$6.9M2026-10-28
Commonwealth Equity Services, LLC
DECREASED310,471441,811-131,340-30%$30.2M$18.8M-$11.4M2026-11-02
Reaves W H & Co Inc
INCREASED308,209300,000+8,209+3%$20.5M$18.7M-$1.8M2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED291,806291,80600%$19.9M$17.7M-$2.3M2026-11-05
Oak Grove Capital LLC
INCREASED286,283286,083+200+0%$19.5M$17.3M-$2.2M2026-10-09
Danske Bank A/S
INCREASED283,95031,100+252,850+813%$2.1M$17.2M+$15.1M2026-11-09
Calamos Advisors LLC
INCREASED283,534277,798+5,736+2%$19.0M$17.2M-$1.8M2026-11-02
Swiss Life Asset Management Ltd
DECREASED283,3861,190,736-907,350-76%$81.3M$17.2M-$64.2M2026-11-03
IFM Investors Pty Ltd
INCREASED282,419224,612+57,807+26%$15.3M$17.1M+$1.8M2026-10-14
Aberdeen Group plc
INCREASED276,025263,727+12,298+5%$18.0M$16.7M-$1.3M2026-11-06
New York Life Investment Management LLC
INCREASED257,100251,557+5,543+2%$17.2M$15.6M-$1.6M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED254,382256,269-1,887-1%$17.5M$15.4M-$2.1M2026-11-02
Czech National Bank
INCREASED252,709250,327+2,382+1%$17.1M$15.3M-$1.8M2026-10-13
Fifth Third Bancorp
INCREASED244,812234,785+10,027+4%$16.0M$14.8M-$1.2M2026-11-05
Arizona State Retirement System
DECREASED243,013243,896-8830%$16.7M$14.7M-$1.9M2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED239,592206,385+33,207+16%$14.1M$14.5M+$406.1K2026-11-03
Wealthfront Advisers LLC
DECREASED239,320315,519-76,199-24%$21.5M$14.5M-$7.1M2026-11-09
Payden & Rygel
DECREASED238,900313,800-74,900-24%$21.4M$14.5M-$7.0M2026-10-28
State of Michigan Retirement System
DECREASED236,167240,367-4,200-2%$16.4M$14.3M-$2.1M2026-10-27
Kanawha Capital Management LLC
INCREASED231,748229,458+2,290+1%$15.7M$14.0M-$1.6M2026-10-19
Achmea Investment Management B.V.
NEW211,724—+211,724——$12.8M—2026-10-30
CIBC Asset Management Inc
INCREASED208,224207,761+463+0%$14.2M$12.6M-$1.6M2026-11-05
DekaBank Deutsche Girozentrale
INCREASED202,027145,721+56,306+39%$9.0K$12.3M+$12.3M2026-10-27
John G Ullman & Associates Inc
DECREASED190,071197,146-7,075-4%$13.5M$11.5M-$2.0M2026-11-04
Retirement Systems of Alabama
DECREASED184,442184,752-3100%$12.6M$11.2M-$1.5M2026-11-04
Edgestream Partners, L.P.
INCREASED179,5749,375+170,199+1815%$640.2K$10.9M+$10.2M2026-11-10
Xponance LLC
INCREASED172,778161,991+10,787+7%$11.1M$10.5M-$605.8K2026-11-03
Gilman Hill Asset Management, LLC
INCREASED169,116166,248+2,868+2%$11.4M$10.2M-$1.1M2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED166,377163,961+2,416+1%$11.1M$10.1M-$1.0M2026-11-04
Neos Investment Management LLC
INCREASED163,700139,170+24,530+18%$9.5M$9.9M+$403.2K2026-11-04
Daiwa Securities Group Inc.
INCREASED161,813158,913+2,900+2%$10.9M$9.8M-$1.1M2026-10-29
Toth Financial Advisory Corp
DECREASED160,973164,586-3,613-2%$11.2M$9.7M-$1.5M2026-10-08
Everett Harris & Co
DECREASED160,781162,221-1,440-1%$11.1M$9.7M-$1.3M2026-10-28
Rakuten Investment Management, Inc.
INCREASED157,864143,816+14,048+10%$9.9M$9.6M-$376.3K2026-10-30
Amalgamated Bank
DECREASED149,947153,393-3,446-2%$10.5M$9.1M-$1.4M2026-10-23
Keybank National Association
DECREASED147,688147,961-2730%$10.1M$8.9M-$1.2M2026-11-04
Illinois Municipal Retirement Fund
INCREASED145,258137,194+8,064+6%$9.4M$8.8M-$578.0K2026-11-05
General American Investors Co Inc
DECREASED145,000290,000-145,000-50%$19.8M$8.8M-$11.0M2026-11-02
Mn Services Vermogensbeheer B.V.
UNCHANGED142,400142,40000%$9.7M$8.6M-$1.1M2026-10-08
ProShare Advisors LLC
DECREASED139,009145,176-6,167-4%$9.9M$8.4M-$1.5M2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED136,716130,574+6,142+5%$8.9M$8.3M-$642.8K2026-10-20
Police & Firemen's Retirement System of New Jersey
DECREASED129,567132,217-2,650-2%$9.0M$7.8M-$1.2M2026-11-09
MacKenzie Financial Corp
INCREASED125,388112,233+13,155+12%$7.7M$7.6M-$75.9K2026-11-02
Advocate Group LLC
DECREASED118,770123,422-4,652-4%$8.4M$7.2M-$1.2M2026-10-19
Eurizon Capital SGR S.p.A.
DECREASED118,744128,677-9,933-8%$8.8M$7.2M-$1.6M2026-11-06
Cushing Asset Management, LP dba NXG Investment Management
DECREASED113,000117,000-4,000-3%$8.0M$6.8M-$1.2M2026-10-26
UniSuper Management Pty Ltd
INCREASED111,36495,864+15,500+16%$6.5M$6.7M+$193.2K2026-10-26
Canal Insurance Co
UNCHANGED110,000110,00000%$7.5M$6.7M-$855.0K2026-10-20
Yousif Capital Management, LLC
DECREASED109,344109,957-613-1%$7.5M$6.6M-$891.5K2026-10-22
Oppenheimer Asset Management Inc.
DECREASED109,304111,949-2,645-2%$7.6M$6.6M-$1.0M2026-10-27
Oregon Public Employees Retirement Fund
INCREASED108,152108,142+10+0%$7.4M$6.5M-$839.7K2026-10-30
Bryn Mawr Trust Advisors, LLC
DECREASED103,368107,566-4,198-4%$7.3M$6.3M-$1.1M2026-11-04
Occidental Asset Management, LLC
INCREASED102,64795,500+7,147+7%$6.5M$6.2M-$309.5K2026-11-05
D.A. Davidson & Co.
DECREASED102,034107,530-5,496-5%$7.3M$6.2M-$1.2M2026-10-28
Nykredit A/S
UNCHANGED98,67698,67600%$6.7M$6.0M-$766.7K2026-11-06
KBC Group NV
INCREASED98,10393,181+4,922+5%$6.4M$5.9M-$426.0K2026-10-22
Stablepoint Partners, LLC
INCREASED95,80595,706+99+0%$6.5M$5.8M-$737.6K2026-11-03
Kestra Advisory Services, LLC
INCREASED95,40287,764+7,638+9%$6.0M$5.8M-$219.7K2026-11-02
Merit Financial Group, LLC
INCREASED94,56785,331+9,236+11%$5.8M$5.7M-$104.0K2026-11-06
Lido Advisors, LLC
DECREASED92,328102,192-9,864-10%$7.0M$5.6M-$1.4M2026-11-04
Mutual of America Capital Management LLC
DECREASED89,95690,619-663-1%$6.2M$5.4M-$744.2K2026-10-23
Capital Investment Counsel, LLC
INCREASED89,71689,330+386+0%$6.1M$5.4M-$670.7K2026-10-14
Citizens Business Bank
INCREASED89,45588,978+477+1%$6.1M$5.4M-$662.5K2026-11-09
Wesbanco Bank Inc
DECREASED87,311103,474-16,163-16%$7.1M$5.3M-$1.8M2026-11-04
ABN Amro Investment Solutions
INCREASED84,70265,613+19,089+29%$4.5M$5.1M+$645.5K2026-10-21
State of Alaska, Department of Revenue
DECREASED83,31586,170-2,855-3%$5.9M$5.0M-$842.0K2026-10-15
Farther Finance Advisors, LLC
INCREASED82,68450,751+31,933+63%$3.5M$5.0M+$1.5M2026-10-08
Machina Capital S.A.S.
NEW82,273—+82,273——$5.0M—2026-11-05
Schnieders Capital Management, Llc.
DECREASED80,899142,352-61,453-43%$9.7M$4.9M-$4.8M2026-11-09
US Bancorp \de\
DECREASED80,69683,691-2,995-4%$5.7M$4.9M-$831.5K2026-11-05
Bill Few Associates, Inc.
INCREASED76,75175,728+1,023+1%$5.2M$4.6M-$526.5K2026-10-09
Capital Asset Advisory Services LLC
INCREASED76,42710,189+66,238+650%$695.8K$5.0M+$4.3M2026-10-30
Hennessy Advisors Inc
UNCHANGED74,47774,47700%$5.1M$4.5M-$578.7K2026-10-28
Robbins Farley
DECREASED73,48177,223-3,742-5%$5.3M$4.4M-$826.5K2026-10-21
Carson Advisory Inc.
DECREASED73,13174,040-909-1%$5.1M$4.4M-$630.3K2026-11-06
Mizuho Securities USA LLC
INCREASED71,80968,851+2,958+4%$4.7M$4.7M+$38.3K2026-11-09
Nisa Investment Advisors, LLC
INCREASED71,43867,272+4,166+6%$4.6M$4.3M-$270.6K2026-10-20
Florida Trust Wealth Management Co
INCREASED69,68767,185+2,502+4%$4.6M$4.2M-$370.6K2026-11-05
Atria Investments, Inc
DECREASED69,31969,489-1700%$4.7M$4.2M-$550.2K2026-10-15
Ausbil Investment Management Ltd
UNCHANGED67,89967,89900%$4.6M$4.1M-$493.6K2026-10-08
Teachers Retirement System of the State of Kentucky
DECREASED65,797134,922-69,125-51%$9.2M$4.0M-$5.2M2026-11-10
Gulf International Bank (UK) Ltd
UNCHANGED64,85864,85800%$4.4M$3.9M-$504.0K2026-10-20
Capital Investment Advisors, LLC
DECREASED64,30165,733-1,432-2%$4.5M$3.9M-$597.4K2026-10-22
Oppenheimer & Co Inc
DECREASED62,73474,921-12,187-16%$5.1M$3.8M-$1.3M2026-10-26
Central Pacific Bank - Trust Division
DECREASED62,72163,746-1,025-2%$4.4M$3.8M-$557.3K2026-10-06
Prospera Financial Services Inc
INCREASED62,70650,810+11,896+23%$3.5M$4.2M+$707.6K2026-11-04
Principle Wealth Partners LLC
INCREASED61,69561,443+252+0%$4.2M$3.7M-$462.2K2026-11-02
Pinnacle Associates LTD
DECREASED61,41062,271-861-1%$4.3M$3.7M-$536.0K2026-10-20
Meridian Wealth Management, LLC
INCREASED60,91660,758+158+0%$4.1M$3.7M-$462.5K2026-11-05
BAR Harbor Wealth Management
DECREASED60,37360,496-1230%$4.1M$3.7M-$477.5K2026-10-21
Sepio Capital, LP
DECREASED60,12867,109-6,981-10%$4.6M$3.6M-$943.9K2026-10-22
Robinson Value Management, Ltd.
DECREASED60,07764,336-4,259-7%$4.4M$3.6M-$757.6K2026-10-20
Nordea Investment Management AB
INCREASED59,51158,070+1,441+2%$4.0M$3.6M-$361.6K2026-11-09
Capital Investment Advisory Services, LLC
DECREASED59,21062,041-2,831-5%$4.2M$3.6M-$653.4K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED58,69936,717+21,982+60%$2.5M$3.6M+$1.0M2026-10-16
HB Wealth Management, LLC
DECREASED58,61973,917-15,298-21%$5.0M$3.5M-$1.5M2026-10-23
Virginia Wealth Management Group, Inc.
INCREASED58,09957,307+792+1%$3.9M$3.5M-$397.4K2026-10-14
Thrivent Financial for Lutherans
DECREASED57,94758,125-1780%$4.0M$3.5M-$460.0K2026-11-05
Salomon & Ludwin, LLC
DECREASED57,70767,733-10,026-15%$4.6M$3.5M-$1.1M2026-10-29
Fideuram Asset Management (Ireland) dac
INCREASED57,05536,619+20,436+56%$2.3M$4.0M+$1.6M2026-10-29
Intech Investment Management LLC
INCREASED56,21730,112+26,105+87%$2.1M$3.4M+$1.3M2026-11-09
Savant Capital, LLC
INCREASED55,93536,023+19,912+55%$2.5M$3.4M+$911.7K2026-11-06
Regions Financial Corp
DECREASED55,05356,694-1,641-3%$3.9M$3.3M-$539.8K2026-11-05
Plan Group Financial, LLC
INCREASED54,49046,094+8,396+18%$3.1M$3.4M+$276.4K2026-10-22
Maryland State Retirement & Pension System
INCREASED53,64747,595+6,052+13%$3.3M$3.2M-$3.5K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED52,32851,485+843+2%$3.5M$3.2M-$349.0K2026-10-13
Integrated Advisors Network LLC
DECREASED51,90452,888-984-2%$3.6M$3.1M-$470.5K2026-10-20
Versor Investments LP
INCREASED50,8477,348+43,499+592%$501.8K$3.1M+$2.6M2026-10-23
Royal Fund Management, LLC
DECREASED50,75751,548-791-2%$3.5M$3.1M-$448.4K2026-10-22
Leelyn Smith, LLC
INCREASED50,45350,059+394+1%$3.4M$3.1M-$365.2K2026-11-03
Graham Capital Wealth Management, LLC
DECREASED50,06650,300-2340%$3.4M$3.0M-$405.0K2026-10-26
Vise Technologies, Inc.
INCREASED48,34344,385+3,958+9%$3.0M$2.9M-$105.3K2026-10-29
Hartford Investment Management Co
DECREASED47,05648,421-1,365-3%$3.3M$2.8M-$458.8K2026-11-04
Cypress Capital Group
INCREASED46,3266,053+40,273+665%$413.4K$2.8M+$2.4M2026-11-03
Apollon Wealth Management, LLC
DECREASED45,96450,537-4,573-9%$3.5M$2.8M-$669.4K2026-10-23
Financial Security Advisor, Inc.
INCREASED45,82642,664+3,162+7%$2.9M$2.8M-$140.1K2026-11-03
Ascent Group, LLC
DECREASED43,78145,689-1,908-4%$3.1M$2.6M-$470.5K2026-10-30
Midwest Trust Co
INCREASED43,58133,395+10,186+31%$2.3M$2.6M+$357.0K2026-10-22
Louisiana State Employees Retirement System
DECREASED43,30044,900-1,600-4%$3.1M$2.6M-$445.7K2026-10-20
Carret Asset Management, LLC
INCREASED43,28841,879+1,409+3%$2.9M$2.6M-$240.1K2026-11-04
New Mexico Educational Retirement Board
UNCHANGED42,37342,37300%$2.9M$2.6M-$330.0K2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED42,19742,257-600%$2.9M$2.6M-$332.0K2026-10-22
TCV Trust & Wealth Management, Inc.
INCREASED42,16041,820+340+1%$2.9M$2.6M-$304.4K2026-10-16
Tokio Marine Asset Management Co LTD
INCREASED42,15641,324+832+2%$2.8M$2.6M-$270.7K2026-10-26
Alerus Financial NA
INCREASED41,54933,673+7,876+23%$2.3M$2.5M+$215.0K2026-11-09
Kassira Wealth Management LLC
INCREASED40,31440,267+47+0%$2.7M$2.4M-$310.0K2026-10-28
XML Financial, LLC
INCREASED39,14238,517+625+2%$2.6M$2.4M-$261.4K2026-10-29
Miller Howard Investments Inc
INCREASED38,47538,159+316+1%$2.6M$2.3M-$277.4K2026-10-26
Patten & Patten Inc
DECREASED38,47141,149-2,678-7%$2.8M$2.3M-$481.8K2026-10-26
Kestra Private Wealth Services, LLC
DECREASED38,37640,172-1,796-4%$2.7M$2.3M-$420.8K2026-11-06
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED37,74037,529+211+1%$2.6M$2.3M-$278.8K2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED37,54937,981-432-1%$2.6M$2.3M-$321.3K2026-10-23
Gratus Wealth Advisors, LLC
INCREASED37,37937,286+93+0%$2.5M$2.3M-$284.1K2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED37,316140,574-103,258-73%$9.6M$2.3M-$7.3M2026-10-22
Level Four Advisory Services, LLC
DECREASED35,48440,597-5,113-13%$2.8M$2.1M-$624.9K2026-11-06
Clearstead Advisors, LLC
DECREASED35,37636,707-1,331-4%$2.5M$2.1M-$365.9K2026-11-06
Crossmark Global Holdings, Inc.
DECREASED35,03437,135-2,101-6%$2.5M$2.1M-$415.7K2026-10-21
Vaughan David Investments LLC
DECREASED35,02039,364-4,344-11%$2.7M$2.1M-$569.0K2026-11-05
Gamma Investing LLC
INCREASED34,95134,393+558+2%$2.3M$2.1M-$233.4K2026-10-08
Advisors Management Group Inc
DECREASED34,78335,428-645-2%$2.4M$2.1M-$314.0K2026-11-05
Choreo, LLC
INCREASED34,76834,244+524+2%$2.3M$2.1M-$234.4K2026-10-28
Argent Trust Co
INCREASED34,50933,952+557+2%$2.3M$2.1M-$230.1K2026-11-09
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED34,12834,12800%$2.3M$2.1M-$265.2K2026-11-06
Quadrant Capital Group LLC
INCREASED33,89133,329+562+2%$2.3M$2.1M-$164.6K2026-10-20
Oak Thistle LLC
INCREASED33,70615,515+18,191+117%$1.1M$2.0M+$980.4K2026-10-21
Redmond Asset Management, LLC
DECREASED32,97334,838-1,865-5%$2.4M$2.0M-$383.5K2026-10-27
Conning Inc.
DECREASED32,47932,818-339-1%$2.2M$2.0M-$275.5K2026-10-27
Allworth Financial LP
INCREASED31,92230,038+1,884+6%$2.1M$2.2M+$128.6K2026-11-06
Steel Grove Capital Advisors, LLC
INCREASED31,81727,876+3,941+14%$1.9M$1.9M+$21.9K2026-10-13
Garner Asset Management Corp
DECREASED31,77034,502-2,732-8%$2.3M$2.1M-$219.6K2026-10-30
HUB Investment Partners, LLC
DECREASED31,63933,782-2,143-6%$2.3M$1.9M-$392.2K2026-11-03
Platform Technology Partners
INCREASED31,62027,342+4,278+16%$1.9M$1.9M+$46.5K2026-11-02
Vectors Research Management, LLC
DECREASED31,27631,374-980%$2.1M$1.9M-$249.7K2026-11-09
Lowe Brockenbrough & Co Inc
DECREASED31,02731,895-868-3%$2.2M$1.9M-$300.4K2026-11-09
Apella Capital, LLC
INCREASED30,89827,800+3,098+11%$1.9M$1.9M-$40.1K2026-10-08
NovaPoint Capital, LLC
INCREASED30,85030,742+108+0%$2.1M$1.9M-$232.3K2026-10-22
Assenagon Asset Management S.A.
DECREASED30,42430,537-1130%$2.1M$1.8M-$244.1K2026-10-15
Banco Santander, S.A.
INCREASED29,80628,680+1,126+4%$2.0M$1.8M-$154.7K2026-11-10
Beese Fulmer Investment Management, Inc.
DECREASED29,80030,075-275-1%$2.1M$1.8M-$250.3K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED29,51728,907+610+2%$2.0M$1.8M-$187.7K2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED29,44229,047+395+1%$2.0M$1.8M-$201.8K2026-10-27
Culbertson A N & Co Inc
DECREASED29,35936,229-6,870-19%$2.5M$1.8M-$697.2K2026-10-21
Verus Financial Partners, Inc.
INCREASED29,24128,336+905+3%$1.9M$1.8M-$165.4K2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
INCREASED29,02428,669+355+1%$2.0M$1.8M-$201.3K2026-10-21
Donaldson Capital Management, LLC
INCREASED28,93527,693+1,242+4%$1.9M$1.8M-$140.0K2026-11-09
Blue Capital, Inc.
DECREASED28,15739,062-10,905-28%$2.7M$1.7M-$963.5K2026-10-13
Geneos Wealth Management Inc.
INCREASED27,96314,586+13,377+92%$996.1K$1.7M+$696.2K2026-11-09
Pittenger & Anderson Inc
INCREASED27,71514,535+13,180+91%$992.6K$1.7M+$684.7K2026-11-02
North Dakota State Investment Board
INCREASED26,95025,377+1,573+6%$1.7M$1.6M-$102.0K2026-10-27
ABC Arbitrage SA
INCREASED26,88425,522+1,362+5%$1.7M$1.6M-$115.9K2026-10-23
Perigon Wealth Management, LLC
DECREASED26,43332,322-5,889-18%$2.2M$1.6M-$607.6K2026-10-22
Profund Advisors LLC
DECREASED26,37227,536-1,164-4%$1.9M$1.6M-$284.4K2026-10-29
Altman Advisors, Inc.
DECREASED25,93526,019-840%$1.8M$1.6M-$207.2K2026-11-05
John Boyer, Inc.
INCREASED25,81124,158+1,653+7%$1.7M$1.6M-$88.2K2026-10-27
Courier Capital LLC
DECREASED25,46226,022-560-2%$1.8M$1.5M-$236.0K2026-10-19
Wolverine Asset Management LLC
INCREASED25,3809,378+16,002+171%$640.4K$1.5M+$895.6K2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED25,03622,727+2,309+10%$1.6M$1.5M-$36.8K2026-10-30
Capital Investment Counsel, Inc
INCREASED24,90524,509+396+2%$1.7M$1.5M-$166.5K2026-10-20
Central Trust Co
DECREASED24,62125,768-1,147-4%$1.8M$1.5M-$269.6K2026-11-05
Valmark Advisers, Inc.
INCREASED24,26422,694+1,570+7%$1.5M$1.5M-$81.3K2026-11-06
Colonial River Investments, LLC
DECREASED24,16328,925-4,762-16%$2.0M$1.5M-$513.0K2026-10-19
Concord Wealth Partners
DECREASED24,04024,214-174-1%$1.7M$1.5M-$198.7K2026-11-02
Concord Asset Management, LLC
INCREASED23,80723,669+138+1%$1.6M$1.4M-$175.5K2026-11-02
VestGen Advisors, LLC
DECREASED23,69924,984-1,285-5%$1.7M$1.4M-$271.9K2026-10-27
Park Avenue Securities LLC
INCREASED23,65117,525+6,126+35%$1.2M$1.4M+$234.0K2026-10-26
Signaturefd, LLC
INCREASED23,45822,130+1,328+6%$1.5M$1.4M-$91.6K2026-10-23
Assetmark, Inc
DECREASED23,390173,368-149,978-87%$11.8M$1.4M-$10.4M2026-10-21
Indivisible Partners
INCREASED23,31321,517+1,796+8%$1.5M$1.4M-$58.5K2026-10-26
Slocum, Gordon & Co LLP
INCREASED23,14410,152+12,992+128%$693.3K$1.4M+$707.4K2026-10-19
Alpha Omega Wealth Management LLC
DECREASED23,10223,327-225-1%$1.6M$1.4M-$194.9K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED22,98912,543+10,446+83%$856.6K$1.4M+$534.8K2026-10-14
Securian Asset Management, Inc
DECREASED22,84623,370-524-2%$1.7M$1.4M-$277.6K2026-11-06
3Chopt Investment Partners, LLC
DECREASED22,61126,983-4,372-16%$1.8M$1.4M-$474.3K2026-10-30
AGP Franklin, LLC
DECREASED22,41523,357-942-4%$1.6M$1.4M-$238.5K2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED22,06825,108-3,040-12%$1.7M$1.3M-$379.1K2026-10-09
LEE Danner & Bass Inc
DECREASED21,59722,197-600-3%$1.5M$1.3M-$208.8K2026-10-27
Mason & Associates, LLC
INCREASED21,40020,129+1,271+6%$1.4M$1.3M-$79.5K2026-10-26
Coldstream Capital Management Inc
DECREASED21,32825,932-4,604-18%$1.8M$1.3M-$480.1K2026-11-09
Belpointe Asset Management LLC
DECREASED21,26022,308-1,048-5%$1.5M$1.3M-$236.7K2026-11-09
Diversify Wealth Management, LLC
DECREASED20,98821,346-358-2%$1.5M$1.3M-$180.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED20,98821,346-358-2%$1.5M$1.3M-$180.7K2026-10-20
Ethic Inc.
INCREASED20,98320,499+484+2%$1.4M$1.3M-$130.0K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED20,88020,923-430%$1.4M$1.3M-$165.2K2026-10-20
CoreCap Advisors, LLC
INCREASED20,67518,791+1,884+10%$1.3M$1.3M-$31.9K2026-10-08
Spire Wealth Management
DECREASED20,62522,944-2,319-10%$1.6M$1.2M-$318.6K2026-10-30
Midwest Professional Planners, Ltd.
DECREASED20,15620,906-750-4%$1.4M$1.2M-$207.9K2026-10-29
Brookstone Capital Management
DECREASED20,11921,846-1,727-8%$1.5M$1.2M-$274.3K2026-10-22
Inspire Trust Co, N.A.
UNCHANGED20,00020,00000%$1.4M$1.2M-$155.4K2026-11-05
Frank, Rimerman Advisors LLC
DECREASED19,84020,072-232-1%$1.4M$1.2M-$170.0K2026-10-16
Abundance Wealth Counselors
INCREASED19,72719,694+33+0%$1.3M$1.2M-$151.0K2026-10-26
First Horizon Corp
UNCHANGED19,60219,60200%$1.3M$1.2M-$152.3K2026-10-26
Moors & Cabot, Inc.
DECREASED19,52620,139-613-3%$1.4M$1.2M-$193.6K2026-11-06
Farmers & Merchants Investments Inc
INCREASED19,49319,478+15+0%$1.3M$1.2M-$150.4K2026-10-22
Whitener Capital Management, Inc.
INCREASED19,36719,267+100+1%$1.3M$1.2M-$143.7K2026-10-15
Personal CFO Solutions, LLC
DECREASED19,29820,559-1,261-6%$1.4M$1.2M-$236.1K2026-11-06
Hilton Head Capital Partners, LLC
DECREASED19,17919,651-472-2%$1.3M$1.2M-$181.3K2026-10-23
Candriam S.C.A.
UNCHANGED18,95618,95600%$1.3M$1.2M-$141.9K2026-11-03
Cullinan Associates Inc
DECREASED18,87820,378-1,500-7%$1.4M$1.1M-$249.1K2026-11-03
Woodstock Corp
DECREASED18,80918,984-175-1%$1.3M$1.1M-$158.1K2026-10-13
Beacon Bank & Trust
DECREASED18,76420,860-2,096-10%$1.4M$1.1M-$288.9K2026-10-27
Cohen Klingenstein LLC
UNCHANGED18,70018,70000%$1.3M$1.1M-$145.3K2026-10-15
Generali Investments, Management Co LLC
DECREASED18,69024,974-6,284-25%$1.7M$1.1M-$574.4K2026-10-19
Burney Co/
DECREASED18,62318,978-355-2%$1.3M$1.1M-$168.9K2026-10-15
Tred Avon Family Wealth, LLC
DECREASED18,61019,385-775-4%$1.3M$1.1M-$197.5K2026-10-20
Axxcess Wealth Management, LLC
DECREASED18,44928,802-10,353-36%$2.0M$1.1M-$850.4K2026-10-21
Chesley Taft & Associates LLC
UNCHANGED18,25718,25700%$1.2M$1.1M-$141.9K2026-10-13
Radnor Capital Management, LLC
UNCHANGED18,23018,23000%$1.2M$1.1M-$141.6K2026-10-23
City Holding Co
INCREASED18,20418,084+120+1%$1.2M$1.1M-$133.2K2026-10-19
Advisortrust Partners, LLC
INCREASED18,20217,786+416+2%$1.2M$1.1M-$113.0K2026-11-02
Salvus Wealth Management, LLC
DECREASED18,17518,361-186-1%$1.3M$1.1M-$153.9K2026-10-13
Bull Street Advisors, LLC
DECREASED17,73728,263-10,526-37%$1.9M$1.1M-$857.0K2026-10-20
Ascent Wealth Partners, LLC
DECREASED17,72532,162-14,437-45%$2.2M$1.1M-$1.1M2026-10-23
Towne Trust Company, N.a
DECREASED17,66321,310-3,647-17%$1.5M$1.1M-$386.3K2026-10-28
Friedenthal Financial
NEW17,526—+17,526——$1.1M—2026-10-27
Elmwood Wealth Management, Inc.
DECREASED17,39117,392-10%$1.2M$1.1M-$135.2K2026-10-14
Waters Parkerson & Co., LLC
DECREASED17,37918,213-834-5%$1.2M$1.1M-$192.0K2026-11-04
Cornerstone Planning, LLC
INCREASED17,36117,280+81+0%$1.2M$1.1M-$32.6K2026-10-27
Juno Financial Group LLC
INCREASED17,19615,288+1,908+12%$1.0M$1.0M-$3.4K2026-10-27
R Squared Ltd
NEW17,186—+17,186——$1.0M—2026-11-06
Praxis Investment Management Inc
UNCHANGED17,17017,17000%$1.2M$1.0M-$134.0K2026-11-03
Canandaigua National Bank & Trust Co
DECREASED17,12520,011-2,886-14%$1.4M$1.0M-$330.1K2026-10-07
Innovative Wealth Building LLC
INCREASED17,05716,729+328+2%$1.1M$1.0M-$110.2K2026-10-14
Trust Co of Toledo NA
DECREASED17,01818,537-1,519-8%$1.3M$1.0M-$236.0K2026-10-16
Canada Post Corp Registered Pension Plan
UNCHANGED17,00717,00700%$1.2M$1.0M-$130.1K2026-11-09
Cornerstone Wealth Group, LLC
INCREASED16,97816,549+429+3%$1.1M$1.0M-$102.6K2026-11-02
Heritage Trust Co
DECREASED16,87816,895-170%$1.2M$1.0M-$132.3K2026-11-09
Shelton Wealth Management, LLC
DECREASED16,84617,636-790-4%$1.2M$1.0M-$184.8K2026-10-16
Fisher Asset Management, LLC
INCREASED16,81914,381+2,438+17%$982.1K$1.0M+$35.8K2026-11-06
Rossby Financial, LCC
DECREASED16,79116,892-101-1%$1.2M$1.0M-$137.4K2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED16,77621,722-4,946-23%$1.5M$1.0M-$468.1K2026-10-13
Avanza Fonder AB
UNCHANGED16,57516,57500%$1.1M$1.0M-$128.8K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED16,55215,853+699+4%$1.1M$1.0M-$80.9K2026-10-22
Trust Co of Vermont
INCREASED16,25816,144+114+1%$1.1M$983.9K-$118.5K2026-10-21
Bessemer Group Inc
INCREASED16,16416,112+52+0%$1.1M$958.0K-$123.0K2026-11-09
Burke & Herbert Bank & Trust Co
DECREASED15,92617,136-1,210-7%$1.2M$963.8K-$206.4K2026-11-02
Excalibur Management Corp
DECREASED15,75216,146-394-2%$1.1M$953.3K-$149.3K2026-11-02
Dominguez Wealth Management Solutions, Inc.
INCREASED15,68414,625+1,059+7%$998.8K$949.2K-$49.5K2026-10-07
Daymark Wealth Partners, LLC
DECREASED15,45617,184-1,728-10%$1.2M$935.4K-$238.1K2026-11-04
MGO One Seven LLC
DECREASED15,42316,134-711-4%$1.1M$933.4K-$168.4K2026-10-28
Heritage Wealth Advisors
DECREASED15,38316,444-1,061-6%$1.1M$931.0K-$192.0K2026-11-09
HBK Sorce Advisory LLC
INCREASED15,27214,014+1,258+9%$956.7K$1.1M+$106.8K2026-11-06
Beverly Hills Private Wealth, LLC
INCREASED15,25010,904+4,346+40%$744.6K$922.9K+$178.3K2026-11-04
Peoples Financial Services Corp.
DECREASED15,17815,386-208-1%$1.1M$918.6K-$132.1K2026-10-20
Compass Financial Management LLC
DECREASED15,17416,692-1,518-9%$1.1M$918.3K-$222.2K2026-10-30
Jacobi Capital Management LLC
INCREASED15,15015,130+20+0%$1.0M$916.9K-$116.3K2026-11-05
Jeppson Wealth Management, LLC
INCREASED15,12415,034+90+1%$1.0M$915.3K-$111.4K2026-10-20
Olympiad Research LP
INCREASED15,04214,618+424+3%$998.3K$910.3K-$87.9K2026-11-04
Patten Group, Inc.
INCREASED15,02114,916+105+1%$1.0M$909.1K-$109.6K2026-10-26
Acorn Financial Advisory Services Inc
INCREASED14,76014,750+10+0%$1.0M$893.3K-$114.0K2026-11-02
Wedmont Private Capital
INCREASED14,55711,921+2,636+22%$835.4K$898.9K+$63.5K2026-10-09
Bria Capital Group, LLC
INCREASED14,50110,848+3,653+34%$740.8K$877.6K+$136.8K2026-10-22
Navalign, LLC
INCREASED14,46314,149+314+2%$966.2K$875.3K-$90.9K2026-11-09
NBT Bank, N.A.
DECREASED14,33716,131-1,794-11%$1.1M$867.7K-$234.0K2026-10-21
Miller Financial Services LLC
INCREASED14,31214,041+271+2%$958.9K$866.2K-$92.7K2026-10-20
AlphaCore Capital LLC
INCREASED14,29313,648+645+5%$932.0K$865.0K-$67.0K2026-11-04
Meridian Financial Partners LLC
DECREASED13,96514,158-193-1%$1.0M$877.8K-$127.0K2026-10-23
HBW Advisory Services LLC
DECREASED13,84914,435-586-4%$985.8K$838.1K-$147.6K2026-10-15
Tema Etfs LLC
INCREASED13,83513,576+259+2%$927.1K$837.3K-$89.8K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED13,75313,752+1+0%$939.3K$832.3K-$106.9K2026-10-23
AGF Management LTD
UNCHANGED13,73713,73700%$938.1K$831.4K-$106.7K2026-11-03
Archford Capital Strategies, LLC
INCREASED13,64213,390+252+2%$914.4K$825.6K-$88.8K2026-10-19
Generali Asset Management SPA SGR
NEW13,536—+13,536——$819.2K—2026-10-26
Simplicity Wealth,LLC
INCREASED13,42412,732+692+5%$869.5K$812.4K-$57.1K2026-10-23
First Citizens Bank & Trust Co
INCREASED13,2874,823+8,464+175%$329.4K$804.1K+$474.8K2026-10-14
Compound Planning, Inc.
DECREASED13,02314,575-1,552-11%$995.3K$788.2K-$207.2K2026-11-09
Sigma Planning Corp
DECREASED12,99113,352-361-3%$911.8K$786.2K-$125.6K2026-10-23
Arrow Financial Corp
DECREASED12,87213,060-188-1%$891.9K$779.0K-$112.9K2026-10-26
Blue Trust, Inc.
DECREASED12,72913,704-975-7%$935.8K$770.3K-$165.5K2026-10-15
Confluence Wealth Services, Inc.
DECREASED12,70318,843-6,140-33%$1.3M$768.8K-$518.0K2026-11-05
Greenleaf Trust
DECREASED12,68513,941-1,256-9%$952.0K$767.7K-$184.3K2026-10-29
Centennial Wealth Advisory LLC
INCREASED12,65412,154+500+4%$829.9K$765.8K-$64.1K2026-10-16
CWA Asset Management Group, LLC
DECREASED12,59912,833-234-2%$876.3K$762.5K-$113.8K2026-10-19
Heritage Investors Management Corp
NEW12,534—+12,534——$759.0K—2026-10-29
Eagle Harbor Asset Management Inc
DECREASED12,52012,691-171-1%$866.6K$757.7K-$108.9K2026-10-21
Csenge Advisory Group
DECREASED12,47612,735-259-2%$869.7K$755.0K-$114.6K2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED12,45712,466-90%$851.3K$753.9K-$97.4K2026-10-09
SAX Wealth Advisors, LLC
INCREASED12,43812,180+258+2%$752.9K$752.8K-$1722026-10-13
Glenview Trust Co
INCREASED12,36812,357+11+0%$843.9K$748.5K-$95.3K2026-10-28
Hendershot Investments Inc.
DECREASED12,32812,478-150-1%$852.1K$746.1K-$106.0K2026-11-05
Ables, Iannone, Moore & Associates, Inc.
INCREASED12,24812,200+48+0%$833.1K$741.2K-$91.9K2026-10-06
UMB Bank, n.a.
DECREASED12,19612,204-80%$833.4K$738.1K-$95.3K2026-11-06
Parcion Private Wealth LLC
DECREASED12,17612,750-574-4%$870.7K$736.9K-$133.8K2026-10-28
AlphaStar Capital Management, LLC
INCREASED12,08511,072+1,013+9%$756.1K$731.4K-$24.7K2026-10-16
Rahlfs Capital, LLC
UNCHANGED12,05012,05000%$822.9K$729.3K-$93.6K2026-10-23
Brighton Jones LLC
DECREASED11,94913,952-2,003-14%$952.8K$723.2K-$229.6K2026-11-03
Ti-Trust, Inc
UNCHANGED11,92911,92900%$814.6K$721.9K-$92.7K2026-10-21
Birch Hill Investment Advisors LLC
UNCHANGED11,81711,81700%$807.0K$715.2K-$91.8K2026-10-16
Parallel Advisors, LLC
DECREASED11,75811,871-113-1%$810.7K$711.6K-$99.1K2026-11-03
NTV Asset Management LLC
DECREASED11,66511,966-301-3%$817.1K$706.0K-$111.1K2026-10-23
Caldwell Trust Co
DECREASED11,63211,706-74-1%$799.4K$704.0K-$95.4K2026-10-30
Main Street Group, LTD
INCREASED11,62611,604+22+0%$792.4K$703.6K-$88.8K2026-10-28
Joel Isaacson & Co., LLC
INCREASED11,47710,901+576+5%$744.4K$694.6K-$49.8K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED11,46111,348+113+1%$775.0K$693.6K-$81.3K2026-10-23
Signature Estate & Investment Advisors LLC
DECREASED11,46012,945-1,485-11%$884.0K$693.6K-$190.5K2026-10-13
Moneco Advisors, LLC
INCREASED11,43211,417+15+0%$779.6K$691.8K-$87.8K2026-11-05
Wealthcare Advisory Partners LLC
DECREASED11,43112,481-1,050-8%$852.3K$691.8K-$160.6K2026-10-21
CX Institutional
INCREASED11,3858,094+3,291+41%$553$689.0K+$688.4K2026-10-02
Grimes & Co Wealth Management, LLC
INCREASED11,33411,151+183+2%$761.5K$685.9K-$75.5K2026-10-29
Vontobel Holding Ltd.
INCREASED11,28210,823+459+4%$739.1K$682.8K-$56.3K2026-10-16
Venture Visionary Partners LLC
DECREASED11,27311,345-72-1%$774.8K$682.3K-$92.5K2026-10-07
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED11,20011,20000%$764.8K$764.8K$02026-10-15
United Advisor Group, LLC
DECREASED11,18711,328-141-1%$773.6K$677.1K-$96.5K2026-11-03
Cullen T Bankers, Inc.
INCREASED10,9079,936+971+10%$678.5K$660.1K-$18.4K2026-10-28
Chickasaw Capital Management LLC
UNCHANGED10,87210,87200%$742$658.0K+$657.2K2026-10-08
Valeo Financial Advisors, LLC
DECREASED10,85311,885-1,032-9%$811.6K$656.8K-$154.8K2026-10-08
Dickmeyer Boyce Financial Management, Inc.
INCREASED10,81310,784+29+0%$736.4K$654.4K-$82.0K2026-10-08
Aafmaa Wealth Management & Trust LLC
INCREASED10,7973,360+7,437+221%$229.5K$653.4K+$424.0K2026-10-14
Romano Brothers and Company
UNCHANGED10,79410,79400%$737.1K$653.3K-$83.9K2026-10-22
Bay Capital Advisors, LLC
DECREASED10,70210,952-250-2%$747.9K$647.7K-$100.2K2026-10-16
Wedbush Securities Inc
INCREASED10,66010,365+295+3%$708.0K$645.0K-$63.0K2026-10-22
Integrity Alliance, Llc.
DECREASED10,59710,617-200%$725.1K$641.4K-$83.7K2026-10-29
Verdence Capital Advisors LLC
INCREASED10,55310,009+544+5%$683.5K$638.7K-$44.9K2026-10-26
Hughes Financial Services, LLC
INCREASED10,22510,071+154+2%$687.7K$665.9K-$21.8K2026-10-30
Greatmark Investment Partners, Inc.
INCREASED10,1396,889+3,250+47%$470.5K$613.6K+$143.2K2026-10-28
Plimoth Trust Co LLC
DECREASED10,11810,360-242-2%$707.5K$612.3K-$95.1K2026-10-26
Vanguard Capital Wealth Advisors
DECREASED10,10010,800-700-6%$737.5K$611.3K-$126.3K2026-10-16
Triangle Securities Wealth Management
INCREASED10,0909,974+116+1%$681.1K$610.7K-$70.5K2026-10-14
Catalyst Financial Partners LLC
INCREASED10,0299,978+51+1%$681.4K$607.0K-$74.4K2026-11-06
Total Clarity Wealth Management, Inc.
DECREASED9,94517,190-7,245-42%$1.2M$601.9K-$572.0K2026-10-26
Cordgrass Capital Advisors, LLC
DECREASED9,90410,133-229-2%$692.0K$599.4K-$92.6K2026-10-30
Welch Group, LLC
DECREASED9,8679,909-420%$676.7K$597.2K-$79.5K2026-10-29
Rockland Trust Co
UNCHANGED9,7879,78700%$668.4K$592.3K-$76.0K2026-10-05
Modera Wealth Management, LLC
DECREASED9,7029,771-69-1%$667.3K$587.2K-$80.1K2026-10-28
SouthState Bank Corp
DECREASED9,6489,899-251-3%$676.0K$583.9K-$92.1K2026-11-09
Natixis
DECREASED9,61772,704-63,087-87%$5.0M$582.0K-$4.4M2026-11-06
Institute for Wealth Management, Llc.
UNCHANGED9,6119,61100%$656.3K$581.7K-$74.7K2026-11-06
Cidel Asset Management Inc
INCREASED9,5229,258+264+3%$632.2K$576.3K-$56.0K2026-10-29
1620 Investment Advisors, Inc.
INCREASED9,4009,372+28+0%$640.0K$568.9K-$71.1K2026-11-04
Commonwealth Retirement Investments LLC
DECREASED9,35912,082-2,723-23%$825.1K$566.4K-$258.6K2026-10-26
Marco Investment Management LLC
DECREASED9,13412,634-3,500-28%$862.8K$552.8K-$310.0K2026-11-09
Abacus Planning Group, Inc.
INCREASED9,1087,409+1,699+23%$505.9K$551.2K+$45.3K2026-11-02
Fragasso Financial Advisors Inc
DECREASED9,0839,379-296-3%$640.5K$559.9K-$80.6K2026-10-13
DiNuzzo Private Wealth, Inc.
INCREASED9,0698,977+92+1%$613.0K$548.9K-$64.2K2026-10-16
Chesapeake Wealth Management
DECREASED9,0249,211-187-2%$629.0K$546.1K-$82.9K2026-11-09
Harbour Investments, Inc.
DECREASED8,98613,614-4,628-34%$929.7K$543.8K-$385.9K2026-11-09
Hardin Capital Partners, LLC
UNCHANGED8,9778,97700%$619.1K$543.3K-$75.8K2026-10-09
V-Square Quantitative Management LLC
INCREASED8,8558,183+672+8%$558.8K$535.9K-$22.9K2026-10-15
Premier Path Wealth Partners, LLC
DECREASED8,7889,795-1,007-10%$668.9K$531.8K-$137.1K2026-10-16
RFG Advisory, LLC
INCREASED8,7768,737+39+0%$596.7K$531.1K-$65.6K2026-11-03
First Command Advisory Services, Inc.
INCREASED8,7516,496+2,255+35%$443.6K$529.6K+$86.0K2026-11-05
Aull & Monroe Investment Management Corp
INCREASED8,7404,568+4,172+91%$311.9K$528.9K+$217.0K2026-10-16
Camelot Portfolios, LLC
INCREASED8,7298,728+1+0%$596.1K$528.3K-$67.8K2026-11-09
Legacy Financial Independent Advisors LLC
DECREASED8,7269,398-672-7%$641.8K$528.1K-$113.7K2026-11-02
United Asset Strategies, Inc.
INCREASED8,6718,562+109+1%$584.7K$524.8K-$59.9K2026-10-28
Harrison Street Private Wealth LLC
INCREASED8,5547,819+735+9%$534.0K$517.7K-$16.3K2026-10-26
Genesis Private Wealth, LLC
INCREASED8,5203,922+4,598+117%$267.8K$515.6K+$247.8K2026-11-02
Armstrong Advisory Group, Inc
DECREASED8,5188,666-148-2%$591.8K$515.5K-$76.3K2026-10-09
Chemung Canal Trust Co
DECREASED8,51310,319-1,806-17%$704.7K$515.2K-$189.5K2026-11-04
SS&H Financial Advisors, Inc.
UNCHANGED8,4938,49300%$580.0K$514.0K-$66.0K2026-10-28
Leavell Investment Management, Inc.
INCREASED8,4745,898+2,576+44%$402.8K$512.8K+$110.1K2026-11-09
Bison Wealth, LLC
DECREASED8,44514,387-5,942-41%$996.4K$527.4K-$469.1K2026-10-13
Phoenix Wealth Advisors
DECREASED8,4298,459-300%$577.7K$510.1K-$67.5K2026-11-03
Evergreen Capital Management LLC
INCREASED8,4127,550+862+11%$515.6K$509.1K-$6.5K2026-10-23
Citizens Financial Group Inc
DECREASED8,3709,472-1,102-12%$646.9K$506.6K-$140.3K2026-10-23
MQS Management LLC
NEW8,244—+8,244——$498.9K—2026-11-06
Aprio Wealth Management, LLC
DECREASED8,2388,395-157-2%$573.3K$498.6K-$74.7K2026-10-28
Key FInancial Inc
INCREASED8,2368,221+15+0%$561.4K$498.4K-$63.0K2026-11-02
Cigna Investments Inc
UNCHANGED8,2108,21000%$561.0K$497.0K-$64.0K2026-10-19
Wealth Science Advisors LLC
DECREASED8,2088,458-250-3%$577.6K$496.7K-$80.8K2026-10-09
S.A. Mason LLC
UNCHANGED8,1158,11500%$554.2K$491.1K-$63.1K2026-10-13
Texas Capital Bank Wealth Management Services Inc
DECREASED8,1119,687-1,576-16%$661.5K$490.9K-$170.6K2026-11-09
Spirit of America Management Corp
UNCHANGED8,1008,10000%$553.1K$490.2K-$62.9K2026-10-14
Total Wealth Planning & Management, Inc.
DECREASED8,0938,183-90-1%$558.8K$489.8K-$69.0K2026-10-23
Smithfield Trust Co
UNCHANGED7,9677,96700%$544.0K$480.0K-$64.0K2026-11-09
Mainstay Capital Management LLC
UNCHANGED7,9597,95900%$543.5K$481.7K-$61.8K2026-11-09
1834 Investment Advisors Co
DECREASED7,95311,219-3,266-29%$766.1K$481.3K-$284.8K2026-10-16
Sapient Capital LLC
INCREASED7,8543,983+3,871+97%$272.0K$475.3K+$203.3K2026-10-08
Investors Research Corp
DECREASED7,8487,865-170%$537.1K$475.0K-$62.1K2026-10-07
Tctc Holdings, LLC
DECREASED7,77813,778-6,000-44%$940.9K$470.7K-$470.2K2026-11-02
Eastern Bank
UNCHANGED7,7477,74700%$529.0K$468.8K-$60.2K2026-10-05
RVW Wealth, LLC
UNCHANGED7,7257,72500%$527.5K$467.5K-$60.0K2026-10-06
Manchester Capital Management LLC
DECREASED7,6977,773-76-1%$530.8K$465.8K-$65.0K2026-10-22
Element Pointe Advisors, LLC
DECREASED7,6807,852-172-2%$536.2K$464.8K-$71.4K2026-10-21
ICW Investment Advisors LLC
INCREASED7,6757,601+74+1%$519.1K$464.5K-$54.6K2026-10-27
Koshinski Asset Management, Inc.
DECREASED7,6588,015-357-4%$547.4K$463.4K-$83.9K2026-10-29
Everhart Financial Group, Inc.
DECREASED7,6038,151-548-7%$556.7K$460.1K-$96.5K2026-10-08
Sard Wealth Management Group, LLC
INCREASED7,5987,562+36+0%$516.4K$459.8K-$56.6K2026-10-16
Power Wealth Management LLC
INCREASED7,5895,715+1,874+33%$390.3K$459.3K+$69.0K2026-10-27
ZWJ Investment Counsel Inc
INCREASED7,5795,579+2,000+36%$381.0K$458.7K+$77.7K2026-10-15
Hantz Financial Services, Inc.
DECREASED7,4867,490-40%$512.0K$453.0K-$59.0K2026-11-09
Register Financial Advisors LLC
INCREASED7,4697,442+27+0%$508.2K$452.0K-$56.2K2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED7,4457,187+258+4%$490.8K$450.6K-$40.2K2026-11-05
Triumph Capital Management
UNCHANGED7,4407,44000%$508.1K$450.3K-$57.8K2026-10-14
IFP Advisors, Inc
DECREASED7,42625,484-18,058-71%$1.7M$449.4K-$1.3M2026-10-16
Kentucky Trust Co
INCREASED7,4207,390+30+0%$504.7K$449.1K-$55.6K2026-10-15
MBM Wealth Consultants, LLC
DECREASED7,3967,686-290-4%$524.9K$447.6K-$77.3K2026-10-20
A. D. Beadell Investment Counsel, Inc.
UNCHANGED7,3657,36500%$502$445.0K+$444.5K2026-10-14
Luts & Greenleigh Group, Inc.
UNCHANGED7,3577,35700%$502.4K$445.2K-$57.2K2026-11-05
Nations Financial Group Inc,
DECREASED7,3228,396-1,074-13%$573.4K$443.2K-$130.2K2026-11-05
Mystic Asset Management, Inc.
UNCHANGED7,3077,30700%$499.0K$442.2K-$56.8K2026-10-15
Wealth Quarterback LLC
DECREASED7,3017,525-224-3%$513.9K$441.9K-$72.0K2026-10-20
First National Trust Co
DECREASED7,2758,023-748-9%$547.9K$440.3K-$107.6K2026-10-28
Forum Financial Management, LP
INCREASED7,2727,271+1+0%$496.6K$440.1K-$56.4K2026-10-16
Three Magnolias Financial Advisors, LLC
DECREASED7,2367,280-44-1%$497.8K$437.9K-$59.9K2026-10-14
Chicago Capital, LLC
INCREASED7,2256,525+700+11%$445.6K$437.3K-$8.3K2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED7,2117,358-147-2%$502.5K$436.4K-$66.1K2026-10-13
Carnegie Investment Counsel
DECREASED7,2038,429-1,226-15%$575.6K$435.9K-$139.7K2026-10-20
Point Windward Advisors Inc.
DECREASED7,18040,357-33,177-82%$2.8M$434.6K-$2.3M2026-11-06
Private Wealth Partners, LLC
INCREASED7,1507,050+100+1%$481.4K$432.7K-$48.7K2026-10-22
Triad Wealth Partners, LLC
DECREASED7,1447,289-145-2%$501.1K$432.3K-$68.8K2026-10-26
Columbia Asset Management
INCREASED7,1096,739+370+5%$460.2K$430.2K-$30.0K2026-10-19
Balboa Wealth Partners
UNCHANGED7,0217,02100%$479.5K$424.9K-$54.6K2026-10-20
Advisor OS, LLC
INCREASED6,8955,863+1,032+18%$400.4K$417.3K+$16.9K2026-11-03
Cornerstone Advisory, LLC
INCREASED6,8806,840+40+1%$467.1K$416.4K-$50.7K2026-11-06
International Assets Investment Management, LLC
DECREASED6,8577,067-210-3%$479.1K$416.6K-$62.5K2026-11-02
Castle Rock Wealth Management, LLC
INCREASED6,8056,778+27+0%$459.5K$421.9K-$37.6K2026-10-09
Caitong International Asset Management Co., Ltd
DECREASED6,7669,366-2,600-28%$639.6K$409.5K-$230.1K2026-10-29
Thrive Capital Management, LLC
INCREASED6,7546,682+72+1%$456.3K$408.7K-$47.6K2026-10-28
TD Private Client Wealth LLC
INCREASED6,7302,066+4,664+226%$141.1K$407.3K+$266.2K2026-10-28
A4 Wealth Advisors LLC
DECREASED6,7196,739-200%$460.2K$406.7K-$53.6K2026-10-20
Terril Brothers, Inc.
NEW6,665—+6,665——$403.4K—2026-11-06
Nwam LLC
DECREASED6,6437,260-617-8%$495.8K$402.0K-$93.7K2026-11-09
Private Client Services, LLC
DECREASED6,6106,677-67-1%$456.0K$400.0K-$55.9K2026-10-02
Walker Asset Management, LLC
INCREASED6,6076,541+66+1%$446.7K$399.9K-$46.8K2026-10-13
Olio Financial Planning
INCREASED6,6046,545+59+1%$447.0K$399.7K-$47.3K2026-10-22
Fiduciary Alliance LLC
DECREASED6,5836,881-298-4%$469.9K$398.4K-$71.6K2026-10-13
Alpha Family Trust
UNCHANGED6,5406,54000%$446.6K$446.6K$02026-11-04
Moss Adams Wealth Advisors LLC
INCREASED6,4903,029+3,461+114%$206.8K$392.8K+$186.0K2026-10-28
71 West Capital Partners
DECREASED6,4906,881-391-6%$469.9K$392.8K-$77.1K2026-11-04
Cornerstone Wealth Management, LLC
DECREASED6,4736,856-383-6%$468.2K$391.8K-$76.4K2026-11-04
Eagle Strategies LLC
INCREASED6,4726,463+9+0%$441.4K$391.7K-$49.7K2026-10-16
Busey Bank
DECREASED6,4666,563-97-1%$448.2K$391.3K-$56.9K2026-10-26
Simon Quick Advisors, LLC
NEW6,460—+6,460——$391.0K—2026-10-26
Souders Financial Advisors
INCREASED6,4606,288+172+3%$429.4K$391.0K-$38.4K2026-11-03
Oslo Pensjonsforsikring AS
UNCHANGED6,4596,45900%$441.1K$390.9K-$50.2K2026-10-15
Sheets Smith Wealth Management
INCREASED6,4506,149+301+5%$419.9K$390.3K-$29.6K2026-10-16
Hudock, Inc.
UNCHANGED6,4096,40900%$437.7K$387.9K-$49.8K2026-10-14
Xcel Wealth Management, LLC
DECREASED6,3776,397-200%$436.9K$385.9K-$50.9K2026-10-26
Chicago Partners Investment Group LLC
INCREASED6,3445,852+492+8%$418.2K$413.7K-$4.5K2026-10-27
FCG Investment Co
INCREASED6,2995,332+967+18%$364.1K$381.2K+$17.1K2026-10-13
Soltis Investment Advisors LLC
INCREASED6,2934,698+1,595+34%$320.9K$380.8K+$60.0K2026-10-28
Montag A & Associates Inc
UNCHANGED6,2456,24500%$426.5K$377.9K-$48.5K2026-10-29
Private Trust Co NA
INCREASED6,2413,592+2,649+74%$245.3K$377.7K+$132.4K2026-10-20
Evermay Wealth Management LLC
DECREASED6,2387,153-915-13%$488.5K$377.5K-$111.0K2026-11-05
Tandem Investment Partners LLC
DECREASED6,1666,226-60-1%$425.2K$373.2K-$52.0K2026-10-16
Investors Asset Management of Georgia Inc
DECREASED6,1327,432-1,300-17%$507.5K$371.1K-$136.4K2026-10-20
Crestwood Advisors Group, LLC
DECREASED6,1146,888-774-11%$470.4K$370.0K-$100.4K2026-10-27
Raiffeisen Bank International AG
NEW6,091—+6,091——$369.4K—2026-10-28
Curat Global, LLC
INCREASED6,0653,600+2,465+68%$388.3K$367.1K-$21.3K2026-10-26
Bokf, NA
DECREASED6,05315,073-9,020-60%$1.0M$366.3K-$663.0K2026-10-27
Parsons Capital Management Inc
DECREASED6,0036,203-200-3%$423.6K$363.3K-$60.3K2026-10-28
Hummer Financial Advisory Services Inc
UNCHANGED6,0016,00100%$409.8K$363.2K-$46.6K2026-10-09
Robeco Institutional Asset Management B.V.
NEW5,997—+5,997——$362.9K—2026-10-20
Uhlmann Price Securities, LLC
INCREASED5,9655,947+18+0%$406.1K$361.0K-$45.1K2026-11-03
Alta Advisers Ltd
INCREASED5,9543,461+2,493+72%$236.4K$360.3K+$124.0K2026-11-02
SevenBridge Financial Group, LLC
DECREASED5,8736,827-954-14%$460.1K$369.1K-$91.0K2026-10-26
Angeles Wealth Management, LLC
DECREASED5,8185,964-146-2%$407.3K$352.1K-$55.2K2026-10-26
Howard Capital Management, LLC
DECREASED5,8125,876-64-1%$401.3K$351.7K-$49.5K2026-10-16
Pine Valley Investments Ltd Liability Co
INCREASED5,7955,757+38+1%$393.1K$350.7K-$42.4K2026-11-09
Sovran Advisors, LLC
DECREASED5,7945,817-230%$410.8K$377.3K-$33.5K2026-11-02
Firethorn Wealth Partners, LLC
INCREASED5,7635,744+19+0%$392.2K$348.8K-$43.5K2026-10-14
Bullock Wealth Management Group
INCREASED5,7455,663+82+1%$383.9K$349.1K-$34.8K2026-10-09
Nilsine Partners, LLC
DECREASED5,7105,725-150%$391.0K$345.6K-$45.4K2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED5,7085,70800%$389.8K$345.4K-$44.4K2026-10-08
Diversified Enterprises, LLC
INCREASED5,6445,255+389+7%$358.9K$341.6K-$17.3K2026-10-19
Salem Investment Counselors Inc
DECREASED5,6025,702-100-2%$389.4K$339.0K-$50.4K2026-10-13
Brown Miller Wealth Management, LLC
INCREASED5,5805,578+2+0%$380.9K$337.7K-$43.2K2026-11-02
Aviance Capital Partners, LLC
INCREASED5,5795,477+102+2%$374.0K$337.6K-$36.4K2026-10-29
Moody Lynn Lieberson & Walker, LLC
UNCHANGED5,5745,57400%$380.6K$337.3K-$43.3K2026-10-14
Mather Group, Llc.
DECREASED5,5705,827-257-4%$397.9K$337.1K-$60.8K2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED5,5655,641-76-1%$385.2K$336.8K-$48.4K2026-11-02
Interchange Capital Partners, LLC
DECREASED5,5465,554-80%$379.3K$335.6K-$43.6K2026-10-28
Independent Financial Group, LLC
INCREASED5,5425,222+320+6%$356.6K$335.4K-$21.2K2026-10-13
Versant Capital Management, Inc
INCREASED5,5234,867+656+13%$332.4K$334.3K+$1.9K2026-10-02
B.A. Schrock Wealth Management, Inc.
NEW5,479—+5,479——$332.9K—2026-10-15
International Private Wealth Advisors LLC
DECREASED5,4565,505-49-1%$376.0K$330.2K-$45.8K2026-11-05
Cypress Point Wealth Management, LLC
INCREASED5,4455,389+56+1%$368.0K$329.5K-$38.5K2026-11-03
Hartford Financial Management Inc.
UNCHANGED5,4355,43500%$371.2K$328.9K-$42.2K2026-10-21
SeaCrest Wealth Management, LLC
DECREASED5,4126,382-970-15%$435.8K$327.5K-$108.3K2026-10-21
Caldwell Sutter Capital, Inc.
INCREASED5,3555,329+26+0%$363.9K$324.1K-$39.8K2026-11-09
D'Orazio & Associates, Inc.
INCREASED5,3495,110+239+5%$348.9K$323.7K-$25.2K2026-11-04
Junk Investment Group, LLC
UNCHANGED5,3385,33800%$364.5K$323.1K-$41.5K2026-10-19
Allegheny Financial Group
INCREASED5,3345,169+165+3%$353.0K$322.9K-$30.1K2026-11-05
Outfitters Financial LLC
DECREASED5,3305,830-500-9%$398.1K$322.6K-$75.6K2026-10-23
HF Advisory Group, LLC
INCREASED5,2665,127+139+3%$350.2K$318.7K-$31.4K2026-10-09
Centurion Wealth Management LLC
UNCHANGED5,2585,25800%$359.1K$318.2K-$40.9K2026-10-13
Schmidt P J Investment Management Inc
INCREASED5,2145,084+130+3%$347.2K$315.6K-$31.6K2026-11-02
Cullen Capital Management, LLC
DECREASED5,2015,346-145-3%$365.1K$314.8K-$50.3K2026-11-10
Silver OAK Securities, Incorporated
NEW5,145—+5,145——$352.9K—2026-11-09
Ritholtz Wealth Management
DECREASED5,1365,386-250-5%$367.8K$310.9K-$57.0K2026-11-05
RFG - Bristol Wealth Advisors, LLC
DECREASED5,1335,374-241-4%$367.0K$310.7K-$56.3K2026-10-09
Fruth Investment Management
UNCHANGED5,1245,12400%$349$310.0K+$309.7K2026-10-13
Summit Wealth Group LLC / Co
INCREASED5,1025,094+8+0%$347.8K$308.8K-$39.1K2026-10-29
IFG Advisory, LLC
DECREASED5,0945,597-503-9%$382.2K$308.3K-$73.9K2026-11-09
Fulton Breakefield Broenniman LLC
DECREASED5,0815,181-100-2%$353.8K$307.5K-$46.3K2026-11-03
Blue Fin Capital, Inc.
UNCHANGED5,0705,07000%$346.3K$306.9K-$39.4K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED5,0604,163+897+22%$284.3K$306.3K+$22.0K2026-10-14
Avestar Capital, LLC
DECREASED5,0475,712-665-12%$390.1K$305.4K-$84.6K2026-10-28
Manske Wealth Management
DECREASED5,0145,034-200%$343.8K$303.5K-$40.3K2026-10-26
Sound Income Strategies, LLC
INCREASED5,0023,524+1,478+42%$240.6K$308.9K+$68.2K2026-10-09
Longview Financial Advisors, Inc.
UNCHANGED4,9964,99600%$341.2K$302.4K-$38.8K2026-10-09
SBI Securities Co., Ltd.
DECREASED4,8896,149-1,260-20%$419.9K$295.9K-$124.0K2026-10-22
Compass Ion Advisors, LLC
DECREASED4,8784,972-94-2%$339.6K$295.2K-$44.3K2026-10-23
Meridian Financial Advisors, LLC
INCREASED4,8764,735+141+3%$323.4K$295.1K-$28.3K2026-10-14
Lantern Wealth Advisors, LLC
INCREASED4,8544,850+4+0%$331.2K$293.8K-$37.4K2026-10-22
Citizens National Bank Trust Department
UNCHANGED4,7984,79800%$327.7K$290.4K-$37.3K2026-11-04
First Bank & Trust
DECREASED4,7944,827-33-1%$329.6K$290.1K-$39.5K2026-10-19
Bank & Trust Co
UNCHANGED4,7944,79400%$327.4K$290.1K-$37.2K2026-10-07
Gateway Investment Advisers LLC
INCREASED4,7493,460+1,289+37%$236.3K$287.4K+$51.1K2026-10-13
Lawson Kroeker Investment Management Inc
UNCHANGED4,7304,73000%$323.0K$286.3K-$36.8K2026-10-22
Investment Partners Asset Management, Inc.
UNCHANGED4,7294,72900%$322.9K$286.2K-$36.7K2026-10-09
Penobscot Investment Management Company, Inc.
UNCHANGED4,7244,72400%$322.6K$285.9K-$36.7K2026-10-26
Legacy Financial Advisors, Inc.
INCREASED4,6854,577+108+2%$312.6K$283.5K-$29.0K2026-11-09
Oakmont Investment Advisors, Inc.
DECREASED4,6625,162-500-10%$352.5K$282.1K-$70.4K2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED4,6304,224+406+10%$293.3K$285.9K-$7.4K2026-10-13
Resonant Capital Advisors, LLC
DECREASED4,6204,811-191-4%$328.5K$279.6K-$48.9K2026-10-15
Investment Partners, Ltd.
NEW4,617—+4,617——$279.4K—2026-10-29
Great Valley Advisor Group, Inc.
DECREASED4,6114,814-203-4%$328.9K$279.1K-$49.8K2026-11-09
Sowell Financial Services LLC
DECREASED4,6034,650-47-1%$317.5K$278.5K-$39.0K2026-10-23
Werba Rubin Papier Wealth Management
INCREASED4,5604,344+216+5%$296.7K$276.0K-$20.7K2026-11-06
TFO Wealth Partners, LLC
NEW4,558—+4,558——$275.8K—2026-11-09
M Holdings Securities, Inc.
NEW4,509—+4,509——$301—2026-11-03
Altrius Capital Management Inc
UNCHANGED4,5074,50700%$307.8K$272.8K-$35.0K2026-11-05
Cobblestone Asset Management LLC
INCREASED4,5054,499+6+0%$307.2K$272.6K-$34.6K2026-10-13
Aspect Partners, LLC
INCREASED4,4994,476+23+1%$305.7K$272.3K-$33.4K2026-10-20
Mechanics Bank Trust Department
DECREASED4,4604,885-425-9%$333.6K$269.9K-$63.7K2026-10-13
PDS Planning, Inc
INCREASED4,4264,294+132+3%$293.2K$267.9K-$25.4K2026-11-03
Flynn Zito Capital Management, LLC
INCREASED4,4214,407+14+0%$300.9K$267.6K-$33.4K2026-11-04
Investment Research Partners LLC
INCREASED4,4174,223+194+5%$288.4K$267.3K-$21.0K2026-10-19
B. Riley Wealth Advisors, Inc.
NEW4,388—+4,388——$265.6K—2026-10-13
CJM Wealth Advisers, Ltd.
INCREASED4,3534,332+21+0%$295.9K$263.5K-$32.4K2026-10-27
Net Worth Advisory Group
DECREASED4,3164,530-214-5%$309.3K$262.2K-$47.1K2026-10-20
Mint Tower Capital Management B.V.
UNCHANGED4,3114,31100%$294.0K$261.0K-$33.0K2026-11-09
Cape Investment Advisory, Inc.
INCREASED4,3061,755+2,551+145%$119.8K$260.6K+$140.7K2026-10-13
Camden National Bank
UNCHANGED4,2974,29700%$293.4K$260.1K-$33.4K2026-11-02
First National Bank & Trust Co of Newtown
UNCHANGED4,2504,25000%$294.0K$283.1K-$10.9K2026-11-09
King Luther Capital Management Corp
UNCHANGED4,2494,24900%$290.2K$257.1K-$33.0K2026-11-05
Cahaba Wealth Management, Inc.
INCREASED4,2394,177+62+1%$285.2K$256.6K-$28.7K2026-10-26
D.B. Root & Company, LLC
DECREASED4,2254,369-144-3%$298.3K$255.7K-$42.7K2026-11-04
Linscomb Wealth, Inc.
DECREASED4,1975,288-1,091-21%$361.1K$254.0K-$107.1K2026-11-05
Essex Bank
DECREASED4,1944,369-175-4%$298.4K$253.8K-$44.5K2026-10-16
Alliance Wealth Advisors, LLC
UNCHANGED4,1844,18400%$285.7K$253.2K-$32.5K2026-10-14
MSH Capital Advisors LLC
DECREASED4,1724,193-210%$286.3K$252.5K-$33.9K2026-11-03
AdvisorNet Financial, Inc
INCREASED4,1553,908+247+6%$266.8K$260.9K-$5.9K2026-10-15
Home Federal Bank of Tennessee
UNCHANGED4,1504,15000%$283.4K$251.2K-$32.2K2026-10-15
Boltwood Capital Management
INCREASED4,0904,065+25+1%$277.6K$247.5K-$30.1K2026-10-02
Evolution Advisers, Inc.
UNCHANGED4,0844,08400%$278.0K$254.9K-$23.1K2026-11-06
Trust Point Inc.
DECREASED4,0594,285-226-5%$292.6K$245.7K-$47.0K2026-10-27
Park National Corp
UNCHANGED4,0574,05700%$277.1K$245.5K-$31.5K2026-10-05
Violich Capital Management, Inc.
UNCHANGED4,0554,05500%$276.9K$245.4K-$31.5K2026-10-05
Physician Wealth Advisors, Inc.
INCREASED4,0483,804+244+6%$259.8K$245.0K-$14.8K2026-10-20
Nadler Financial Group, Inc.
DECREASED4,0324,132-100-2%$282.2K$244.0K-$38.2K2026-10-23
First United Bank & Trust
DECREASED4,0304,054-24-1%$276.8K$243.9K-$33.0K2026-10-22
Sterling Investment Counsel, LLC
DECREASED4,0224,259-237-6%$290.8K$243.4K-$47.4K2026-10-19
Herold Advisors, Inc.
DECREASED4,0104,023-130%$274.0K$242.7K-$31.3K2026-10-19
SmartHarvest Portfolios, LLC
DECREASED3,9975,162-1,165-23%$352.5K$241.9K-$110.7K2026-10-26
WealthPoint Financial, LLC
UNCHANGED3,9843,98400%$272.1K$241.1K-$31.0K2026-11-03
Heritage Wealth Management, Inc.
UNCHANGED3,9753,97500%$271.5K$240.6K-$30.9K2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED3,9744,648-674-14%$317.5K$240.5K-$77.0K2026-10-15
Tompkins Financial Corp
UNCHANGED3,9703,97000%$271.1K$240.3K-$30.8K2026-10-05
Fee-Only Financial Planning, L.C.
DECREASED3,9604,285-325-8%$292.6K$239.6K-$53.0K2026-10-23
BLB&B Advisors, LLC
DECREASED3,9343,974-40-1%$271.4K$238.1K-$33.3K2026-10-27
North Star Investment Management Corp.
INCREASED3,9313,852+79+2%$263.1K$237.9K-$25.1K2026-10-27
Pinnacle West Asset Management, Inc.
DECREASED3,9254,100-175-4%$280.0K$238.0K-$42.0K2026-11-09
Fonville Wealth Management LLC
UNCHANGED3,9193,91900%$267.6K$237.2K-$30.5K2026-10-28
Traphagen Investment Advisors LLC
DECREASED3,9053,912-70%$267.2K$236.3K-$30.8K2026-10-14
Bath Savings Trust Co
DECREASED3,8894,055-166-4%$276.9K$235.4K-$41.6K2026-10-07
Walled Lake Planning & Wealth Management, LLC
UNCHANGED3,8853,88500%$265.3K$235.1K-$30.2K2026-10-29
Welch & Forbes LLC
UNCHANGED3,8703,87000%$264.3K$234.2K-$30.1K2026-11-04
S&A Financial Services, Inc.
INCREASED3,8693,829+40+1%$261.5K$234.1K-$27.3K2026-11-03
Armstrong, Fleming & Moore, Inc
INCREASED3,8683,859+9+0%$263.5K$234.1K-$29.4K2026-10-28
OpenArc Corporate Advisory, LLC
DECREASED3,8415,540-1,699-31%$378.3K$232.5K-$145.9K2026-10-21
AIA Group Ltd
NEW3,822—+3,822——$231.3K—2026-10-30
Ifrah Financial Services, Inc.
DECREASED3,8173,873-56-1%$264.5K$231.0K-$33.5K2026-10-13
World Equity Group, Inc.
DECREASED3,7817,961-4,180-53%$543.7K$228.8K-$314.8K2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED3,7764,037-261-6%$275.7K$228.5K-$47.2K2026-10-05
Hall Capital Management Co Inc
UNCHANGED3,7583,75800%$256.6K$227.4K-$29.2K2026-11-09
Palisade Asset Management, LLC
DECREASED3,7503,792-42-1%$259.0K$227.0K-$32.0K2026-11-03
Goldstein Advisors, LLC
DECREASED3,7394,244-505-12%$289.8K$226.3K-$63.5K2026-10-15
Morningstar Investment Management LLC
DECREASED3,7344,492-758-17%$277.7K$226.0K-$51.7K2026-11-09
Avity Investment Management Inc.
DECREASED3,7044,804-1,100-23%$328.1K$224.2K-$103.9K2026-10-09
Smith Thornton Advisors LLC
INCREASED3,6603,573+87+2%$253.0K$221.5K-$31.5K2026-10-16
Decision Investments, Inc
UNCHANGED3,6563,65600%$249.7K$221.3K-$28.4K2026-10-07
Allegiance Financial Group Advisory Services LLC
INCREASED3,6553,634+21+1%$248.1K$221.2K-$27.0K2026-11-02
Howard Capital Management Group, LLC
UNCHANGED3,6353,63500%$248.2K$220.0K-$28.2K2026-10-16
Searle & Co.
UNCHANGED3,6313,63100%$248.0K$219.7K-$28.2K2026-11-04
M.E. Allison & Co., Inc.
UNCHANGED3,6303,63000%$247.9K$219.7K-$28.2K2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW3,622—+3,622——$219.2K—2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED3,5923,304+288+9%$225.6K$217.4K-$8.2K2026-11-03
MidAtlantic Capital Management, Inc.
INCREASED3,5923,585+7+0%$244.8K$217.4K-$27.4K2026-11-05
Pines Wealth Management, LLC
DECREASED3,5643,844-280-7%$262.5K$215.7K-$46.8K2026-10-21
Walkner Condon Financial Advisors LLC
INCREASED3,5533,497+56+2%$238.8K$215.0K-$23.8K2026-11-02
MTM Investment Management, LLC
UNCHANGED3,5403,54000%$241.7K$214.2K-$27.5K2026-10-30
Univest Financial Corp
INCREASED3,5323,154+378+12%$215.4K$213.8K-$1.6K2026-11-05
Richardson Financial Services Inc.
DECREASED3,5253,640-115-3%$248.6K$213.3K-$35.2K2026-10-30
Procyon Advisors, LLC
INCREASED3,5173,256+261+8%$222.4K$212.9K-$9.5K2026-10-21
EverSource Wealth Advisors, LLC
DECREASED3,5063,886-380-10%$265.3K$212.2K-$53.1K2026-11-04
Capital Management Corp
UNCHANGED3,5003,50000%$239.0K$211.8K-$27.2K2026-10-29
Viking Fund Management LLC
UNCHANGED3,5003,50000%$239.0K$211.8K-$27.2K2026-10-14
Gradient Investments LLC
NEW3,477—+3,477——$210.4K—2026-10-08
Optas, LLC
INCREASED3,4723,113+359+12%$212.6K$210.1K-$2.5K2026-11-09
Intrua Financial, LLC
DECREASED3,4653,767-302-8%$257.3K$209.7K-$47.5K2026-10-28
Diversified Trust Co
DECREASED3,4193,802-383-10%$259.6K$206.9K-$52.7K2026-11-06
David J Yvars Group
INCREASED3,4193,417+2+0%$233.3K$206.9K-$26.4K2026-10-09
Fort Washington Investment Advisors Inc
UNCHANGED3,4123,41200%$233.0K$206.5K-$26.5K2026-10-15
Probity Advisors, Inc.
UNCHANGED3,4123,41200%$233.0K$206.5K-$26.5K2026-10-23
Northwest Financial Advisors
NEW3,411—+3,411——$206.5K—2026-10-27
Spectrum Wealth Advisory Group, LLC
INCREASED3,4103,409+1+0%$232.8K$206.3K-$26.5K2026-10-29
Retirement Planning Group, LLC
DECREASED3,4093,436-27-1%$234.6K$206.3K-$28.3K2026-10-19
William B. Walkup & Associates, Inc.
UNCHANGED3,4083,40800%$232.7K$206.3K-$26.5K2026-11-05
Kathmere Capital Management, LLC
DECREASED3,3733,605-232-6%$246.2K$204.1K-$42.1K2026-10-20
Heartwood Wealth Advisors LLC
DECREASED3,3694,169-800-19%$284.7K$203.9K-$80.8K2026-10-05
Bridges Investment Management Inc
UNCHANGED3,3663,36600%$229.9K$203.7K-$26.2K2026-11-10
North Point Portfolio Managers Corp
UNCHANGED3,3503,35000%$228.8K$202.7K-$26.0K2026-10-07
Old Port Advisors
DECREASED3,3453,924-579-15%$268.0K$202.4K-$65.5K2026-10-23
KCM Investment Advisors LLC
DECREASED3,3423,392-50-1%$231.6K$202.3K-$29.4K2026-10-27
McAdam, LLC
NEW3,340—+3,340——$202.1K—2026-10-21
Armor Investment Advisors, LLC
DECREASED3,3353,414-79-2%$233.1K$201.8K-$31.3K2026-10-27
Sterling Capital Management LLC
UNCHANGED3,3283,32800%$227.3K$201.4K-$25.9K2026-10-22
Adirondack Trust Co
DECREASED3,3123,362-50-1%$229.6K$200.4K-$29.1K2026-10-14
Nfsg Corp
DECREASED3,3085,105-1,797-35%$348.6K$200.2K-$148.4K2026-10-15
Motco
UNCHANGED3,2993,29900%$225.3K$199.7K-$25.6K2026-11-09
M&G Plc
UNCHANGED3,2933,29300%$223.9K$200.9K-$23.1K2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED3,1553,15500%$215.5K$190.9K-$24.5K2026-10-23
Rosenberg Matthew Hamilton
DECREASED3,0843,208-124-4%$219.1K$186.6K-$32.4K2026-10-05
Entrust Financial LLC
INCREASED3,0793,074+5+0%$209.9K$186.4K-$23.5K2026-11-04
Deseret Mutual Benefit Administrators
DECREASED3,0123,113-101-3%$212.6K$182.3K-$30.3K2026-11-04
Mechanics Financial Corp
UNCHANGED3,0003,00000%$204.9K$181.6K-$23.3K2026-11-05
Quent Capital, LLC
INCREASED2,8172,770+47+2%$189.2K$193.5K+$4.3K2026-11-09
Duncker Streett & Co Inc
UNCHANGED2,8122,81200%$192.0K$170.2K-$21.8K2026-10-27
Atlantic Private Wealth, LLC
UNCHANGED2,7312,73100%$186.5K$165.3K-$21.2K2026-11-09
Ascentis Independent Advisors
INCREASED2,718851+1,867+219%$58.1K$164.5K+$106.4K2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED2,7072,825-118-4%$192.9K$163.8K-$29.1K2026-10-27
Cromwell Holdings LLC
UNCHANGED2,6842,68400%$183.3K$162.4K-$20.9K2026-10-28
Parkside Financial Bank & Trust
INCREASED2,5742,156+418+19%$147.2K$155.8K+$8.5K2026-10-27
Harbor Investment Advisory, LLC
INCREASED2,5081,393+1,115+80%$95.1K$151.8K+$56.7K2026-10-13
American Capital Advisory, LLC
INCREASED2,4392,435+4+0%$166.3K$147.6K-$18.7K2026-10-28
Latitude Advisors, LLC
NEW2,392—+2,392——$144.8K—2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED2,3612,36100%$161.2K$142.9K-$18.3K2026-10-22
Larson Financial Group LLC
INCREASED2,3412,178+163+7%$148.7K$141.7K-$7.1K2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED2,2252,221+4+0%$61.1K$110.0K+$48.9K2026-11-04
Costello Asset Management, Inc
UNCHANGED2,2002,20000%$150.2K$133.1K-$17.1K2026-10-30
Asset Planning,Inc
INCREASED2,1452,142+3+0%$146.3K$129.8K-$16.5K2026-10-26
Navigoe, LLC
DECREASED2,0972,099-20%$143.0K$126.0K-$17.0K2026-11-04
Heritage Family Offices, LLP
NEW2,096—+2,096——$126.9K—2026-11-02
City State Bank
INCREASED2,0821,806+276+15%$123.3K$126.0K+$2.7K2026-10-20
Atlas Capital Advisors Inc.
INCREASED2,0522,038+14+1%$139.2K$1.2M+$1.1M2026-11-09
First Bancorp, Inc
UNCHANGED2,0422,04200%$139.4K$123.6K-$15.9K2026-10-26
Tradewinds Capital Management, LLC
INCREASED2,0021,982+20+1%$135.3K$121.2K-$14.1K2026-10-23
First Financial Corp
UNCHANGED2,0002,00000%$136.6K$121.0K-$15.5K2026-10-13
Birch Financial Group, LLC
NEW1,873—+1,873——$113.3K—2026-10-27
Fairway Wealth LLC
INCREASED1,7601,750+10+1%$119.5K$106.5K-$13.0K2026-10-30
Independence Bank of Kentucky
UNCHANGED1,7011,70100%$116.2K$102.9K-$13.2K2026-10-26
Alpine Bank Wealth Management
UNCHANGED1,6921,69200%$115.5K$102.4K-$13.1K2026-10-16
Beacon Financial Strategies Corp
INCREASED1,688480+1,208+252%$32.8K$102.2K+$69.4K2026-10-14
Burkett Financial Services, LLC
INCREASED1,6801,663+17+1%$113.6K$101.7K-$11.9K2026-10-01
Bfsg, LLC
INCREASED1,6751,176+499+42%$80.3K$101.4K+$21.1K2026-10-30
Meriwether Wealth & Planning, LLC
NEW1,666—+1,666——$100.8K—2026-10-13
Silvant Capital Management LLC
UNCHANGED1,5911,59100%$108.6K$96.3K-$12.4K2026-11-09
Grove Bank & Trust
UNCHANGED1,5791,57900%$107.8K$95.6K-$12.3K2026-10-08
Union Savings Bank
DECREASED1,5451,679-134-8%$114.7K$93.5K-$21.2K2026-10-14
Elyxium Wealth, LLC
NEW1,505—+1,505——$91.1K—2026-10-27
Beacon Investment Advisory Services, Inc.
INCREASED1,504620+884+143%$42.3K$91.0K+$48.7K2026-10-13
Root Financial Partners, LLC
NEW1,487—+1,487——$90.0K—2026-10-21
GGM Financial LLC
DECREASED1,4251,852-427-23%$126.4K$86.2K-$40.2K2026-11-05
Laurel Wealth Advisors LLC
NEW1,386—+1,386——$83.9K—2026-10-27
Elevated Capital Advisors, LLC
DECREASED1,3758,140-6,765-83%$555.9K$83.2K-$472.7K2026-11-04
Valley National Advisers Inc
DECREASED1,3751,384-9-1%$94.5K$83.2K-$11.3K2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED1,350924+426+46%$63.1K$81.7K+$18.6K2026-11-02
Montgomery Financial Services LLC
UNCHANGED1,3501,35000%$92.2K$81.7K-$10.5K2026-11-03
Financial Consulate, Inc
DECREASED1,3491,996-647-32%$136.3K$81.6K-$54.7K2026-10-23
Planning Strategies Inc.
INCREASED1,3391,336+3+0%$91.2K$81.0K-$10.2K2026-10-02
Y.D. More Investments Ltd
DECREASED1,3151,691-376-22%$115.5K$79.6K-$35.9K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED1,2978+1,289+16113%$546$78.5K+$77.9K2026-10-30
Zions Bancorporation, National Association
INCREASED1,2871,278+9+1%$87.3K$77.9K-$9.4K2026-11-06
Private Wealth Management Group, LLC
UNCHANGED1,2521,25200%$85.5K$75.8K-$9.7K2026-10-19
Oakworth Capital, Inc.
INCREASED1,2181,120+98+9%$76.2K$73.7K-$2.5K2026-10-26
Piscataqua Savings Bank
DECREASED1,2171,237-20-2%$84.5K$73.7K-$10.8K2026-10-21
PlanVest Financial, Inc
DECREASED1,2061,240-34-3%$84.7K$73.0K-$11.7K2026-11-09
Pension & Wealth Management Advisors, Inc.
NEW1,125—+1,125——$68.1K—2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED1,1111,184-73-6%$81.0K$67.0K-$14.0K2026-11-02
Trifecta Capital Advisors, LLC
UNCHANGED1,1001,10000%$75.1K$66.6K-$8.5K2026-10-21
Owl Creek Wealth Partners LLC
UNCHANGED1,0991,09900%$75.1K$66.5K-$8.5K2026-10-20
NBH Bank
UNCHANGED1,0921,09200%$74.6K$66.1K-$8.5K2026-11-05
GHP Investment Advisors, Inc.
DECREASED1,0701,271-201-16%$86.8K$64.8K-$22.0K2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED1,0672,665-1,598-60%$182.0K$64.6K-$117.4K2026-10-14
Bangor Savings Bank
UNCHANGED1,0611,06100%$72.5K$64.2K-$8.2K2026-10-06
Flagship Wealth Advisors, LLC
INCREASED1,060760+300+39%$51.9K$64.2K+$12.3K2026-11-03
Pinnacle Bancorp, Inc.
DECREASED1,0171,040-23-2%$71.0K$61.5K-$9.5K2026-10-21
Atwood & Palmer Inc
UNCHANGED1,0001,00000%$68.3K$60.5K-$7.8K2026-10-08
Coastline Trust Co
UNCHANGED97297200%$66.4K$58.8K-$7.6K2026-10-01
Financial Management Professionals, Inc.
INCREASED958950+8+1%$64.9K$58.0K-$6.9K2026-10-23
West Paces Advisors Inc.
INCREASED929276+653+237%$18.8K$56.2K+$37.4K2026-10-13
Compass Wealth Management LLC
NEW900—+900——$54.5K—2026-10-22
MeadowBrook Investment Advisors LLC
UNCHANGED90090000%$61.5K$58.9K-$2.6K2026-10-29
Brown, Lisle Ings, Inc.
DECREASED8881,533-645-42%$104.7K$53.7K-$50.9K2026-10-16
Archer Investment Corp
INCREASED869764+105+14%$52.2K$52.6K+$4382026-11-05
Addison Advisors LLC
INCREASED864814+50+6%$55.6K$52.3K-$3.3K2026-11-06
Hilltop National Bank
UNCHANGED82382300%$56.2K$49.8K-$6.4K2026-10-14
N.E.W. Advisory Services LLC
INCREASED806799+7+1%$54.6K$48.8K-$5.8K2026-11-09
MV Capital Management, Inc.
DECREASED789803-14-2%$54.8K$47.8K-$7.1K2026-10-29
Westside Investment Management, Inc.
UNCHANGED74574500%$50.9K$45.7K-$5.2K2026-11-02
Decker Retirement Planning Inc.
UNCHANGED72472400%$49.4K$43.8K-$5.6K2026-10-19
Murphy & Mullick Capital Management Corp
UNCHANGED71871800%$49.0K$43.5K-$5.6K2026-11-02
Blume Capital Management, Inc.
UNCHANGED70070000%$47.8K$42.4K-$5.4K2026-10-26
Canton Hathaway, LLC
UNCHANGED70070000%$47.8K$42.4K-$5.4K2026-10-23
Adkins Seale Capital Management LLC
UNCHANGED69469400%$47.4K$42.0K-$5.4K2026-10-27
CGC Financial Services, LLC
UNCHANGED68168100%$46.5K$41.2K-$5.3K2026-10-13
CNB Bank
DECREASED669715-46-6%$48.8K$40.5K-$8.3K2026-11-09
Southern Michigan Bank & Trust
UNCHANGED66566500%$45.4K$40.2K-$5.2K2026-10-19
Chapman Financial Group, LLC
DECREASED6508,010-7,360-92%$547.0K$39.3K-$507.7K2026-10-26
Lanark Financial, Inc.
INCREASED647646+1+0%$44.2K$39.2K-$5.0K2026-10-26
Center for Financial Planning, Inc.
UNCHANGED64164100%$43.8K$38.8K-$5.0K2026-10-26
Byrne Asset Management LLC
UNCHANGED60560500%$41.3K$36.8K-$4.6K2026-10-06
Kimelman & Baird, LLC
UNCHANGED60060000%$41.0K$36.3K-$4.7K2026-11-03
Pillar Financial Advisors, LLC
UNCHANGED60060000%$41.0K$36.3K-$4.7K2026-10-21
Kingdom Financial Group Llc.
DECREASED592842-250-30%$57.5K$35.8K-$21.7K2026-11-04
Golden State Wealth Management, LLC
DECREASED569647-78-12%$44.2K$34.5K-$9.7K2026-11-02
Boyd Watterson Asset Management LLC
UNCHANGED55755700%$38.0K$33.7K-$4.3K2026-11-06
Foster Dykema Cabot & Partners, LLC
UNCHANGED55055000%$37.6K$33.3K-$4.3K2026-10-30
Community Bank, N.A.
INCREASED530508+22+4%$34.7K$32.1K-$2.6K2026-11-06
Signature Equity Partners, LLC
INCREASED526286+240+84%$19.5K$31.8K+$12.3K2026-10-29
MJT & Associates Financial Advisory Group, Inc.
DECREASED5002,500-2,000-80%$170.7K$30.3K-$140.5K2026-10-07
Advocate Investing Services LLC
UNCHANGED50050000%$34.1K$30.3K-$3.9K2026-10-26
Hussman Strategic Advisors, Inc.
UNCHANGED50050000%$34.1K$30.3K-$3.9K2026-11-02
Hickory Point Bank & Trust
UNCHANGED50050000%$34.1K$30.3K-$3.9K2026-10-01
Roble, Belko & Company, Inc
UNCHANGED50050000%$34.0K$30.0K-$4.0K2026-11-09
Old Second National Bank of Aurora
UNCHANGED50050000%$34.1K$30.3K-$3.9K2026-10-22
Bare Financial Services, Inc
INCREASED494483+11+2%$33.0K$29.9K-$3.1K2026-11-04
Blueline Advisors LLC
UNCHANGED48648600%$33.2K$29.4K-$3.8K2026-10-15
Horizon Financial Services, LLC
UNCHANGED46846800%$32.0K$28.3K-$3.6K2026-11-04
Gen-Wealth Partners Inc
DECREASED463511-48-9%$34.9K$28.0K-$6.9K2026-11-04
Clearstead Trust, LLC
DECREASED453517-64-12%$35.3K$27.4K-$7.9K2026-11-06
Gladwyn Financial Advisors, Inc.
INCREASED412408+4+1%$27.9K$25.0K-$2.9K2026-10-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4101,623-1,213-75%$110.9K$24.8K-$86.0K2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED41041000%$28.0K$24.8K-$3.2K2026-11-03
Silver Grove Financial Group, Inc.
DECREASED407460-53-12%$31.4K$24.6K-$6.8K2026-11-05
Dynamic Wealth Strategies, LLC
UNCHANGED40240200%$27.5K$24.3K-$3.1K2026-10-16
TD Waterhouse Canada Inc.
DECREASED400475-75-16%$32.2K$24.3K-$7.9K2026-10-16
Strive Financial Group,LLC
INCREASED39150+341+682%$3.4K$23.7K+$20.2K2026-11-09
Wilkerson Advisory Group LLC
DECREASED383397-14-4%$27.1K$23.2K-$3.9K2026-10-20
Arlington Trust Co LLC
DECREASED382500-118-24%$34.1K$23.1K-$11.0K2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED3641,364-1,000-73%$93.1K$22.0K-$71.1K2026-10-21
Highline Wealth Partners LLC
INCREASED362239+123+51%$16.3K$21.9K+$5.6K2026-10-19
CrossGen Wealth, LLC
UNCHANGED36136100%$24.7K$21.8K-$2.8K2026-10-30
Wolff Wiese Magana LLC
UNCHANGED36036000%$24.6K$21.8K-$2.8K2026-10-15
James T. Borello RIA
INCREASED356271+85+31%$18.5K$21.5K+$3.0K2026-10-16
Team Financial Group, LLC
NEW349—+349——$21.1K—2026-10-30
William Mack & Associates, Inc.
NEW348—+348——$21.1K—2026-10-27
SBK Financial, Inc.
DECREASED344444-100-23%$30.3K$20.8K-$9.5K2026-11-02
Covestor Ltd
INCREASED340325+15+5%$22.0K$21-$22.0K2026-10-30
Avion Wealth
DECREASED334335-10%$22$20-$22026-11-04
Joseph Group Capital Management
INCREASED331316+15+5%$21.6K$20.0K-$1.5K2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED318378-60-16%$25.8K$19.2K-$6.6K2026-11-04
Lloyd Advisory Services, Llc.
INCREASED308176+132+75%$12.0K$18.7K+$6.6K2026-11-02
Buck Wealth Strategies, LLC
INCREASED303302+1+0%$20.6K$18.3K-$2.3K2026-10-28
Highland Investment Advisors LLC
UNCHANGED30230200%$20.6K$18.3K-$2.3K2026-11-09
Fortitude Family Office, LLC
DECREASED289310-21-7%$21.2K$17.5K-$3.7K2026-10-14
Kroeger Financial Partners
UNCHANGED28928900%$19.7K$17.5K-$2.2K2026-10-19
Miller Wealth Advisors, LLC
UNCHANGED28028000%$19.1K$16.9K-$2.2K2026-11-02
Country Trust Bank
DECREASED271347-76-22%$23.7K$16.4K-$7.3K2026-10-30
Security National Bank
UNCHANGED25925900%$17.7K$15.7K-$2.0K2026-10-26
Evolution Wealth Management Inc.
UNCHANGED25625600%$17.5K$15.5K-$2.0K2026-10-28
Birchwood Financial Partners, Inc.
INCREASED254232+22+9%$15.8K$15.4K-$4712026-11-02
Trust Co
UNCHANGED25225200%$17.2K$15.3K-$2.0K2026-10-09
Hoey Investments, Inc
NEW250—+250——$15.1K—2026-10-29
Ares Financial Consulting, LLC
UNCHANGED24724700%$16.9K$14.9K-$1.9K2026-10-19
Legacy Bridge, LLC
UNCHANGED24524500%$16.7K$14.8K-$1.9K2026-10-28
Kings Path Partners LLC
DECREASED242298-56-19%$20.4K$14.6K-$5.7K2026-10-21
Jnba Financial Advisors
INCREASED23726+211+812%$1.8K$14.3K+$12.6K2026-11-03
Rakuten Securities, Inc.
INCREASED236206+30+15%$14.1K$14.3K+$2152026-11-02
Winch Advisory Services, LLC
INCREASED225224+1+0%$15.3K$13.6K-$1.6K2026-11-06
Dogwood Wealth Management LLC
DECREASED216244-28-11%$16.7K$13.1K-$3.6K2026-11-09
Acima Private Wealth, LLC
UNCHANGED21321300%$14.5K$12.9K-$1.7K2026-10-05
Bell Investment Advisors, Inc
INCREASED212184+28+15%$12.6K$12.8K+$2652026-10-29
Gables Capital Management Inc.
UNCHANGED21021000%$14.3K$12.7K-$1.6K2026-11-04
Nemes Rush Group LLC
UNCHANGED20920900%$14.3K$12.6K-$1.6K2026-11-04
Cetera Trust Company, N.a
UNCHANGED20020000%$13.7K$12.1K-$1.6K2026-11-09
Sima Wealth Partners, LLC
UNCHANGED20020000%$13.7K$12.1K-$1.6K2026-10-19
Tounjian Advisory Partners, LLC
INCREASED182150+32+21%$10.3K$11.0K+$7672026-11-04
Leonteq Securities AG
DECREASED181780-599-77%$53.3K$11.0K-$42.3K2026-10-29
Creative Financial Designs Inc
DECREASED178357-179-50%$24.4K$10.8K-$13.6K2026-11-04
Asset Dedication, LLC
INCREASED178155+23+15%$10.6K$10.8K+$1882026-11-03
SJS Investment Consulting Inc.
INCREASED176170+6+4%$11.6K$10.7K-$9582026-10-26
Pacific Center for Financial Services
UNCHANGED16816800%$11.5K$10.2K-$1.3K2026-10-15
IMG Wealth Management, Inc.
INCREASED164150+14+9%$10.2K$9.9K-$3192026-10-27
Abound Wealth Management
UNCHANGED16316300%$11.1K$9.9K-$1.3K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED16016000%$11.0K$10-$11.0K2026-10-14
Kennebec Savings Bank
UNCHANGED16016000%$10.9K$9.7K-$1.2K2026-10-22
Nvwm, LLC
DECREASED159173-14-8%$11.8K$9.6K-$2.2K2026-10-14
Capital Advisors, Ltd. LLC
DECREASED156666-510-77%$45$9-$362026-10-27
Signature Resources Capital Management, LLC
DECREASED156161-5-3%$11.0K$9.4K-$1.6K2026-10-16
Newton One Investments LLC
INCREASED156155+1+1%$10.6K$9.5K-$1.1K2026-10-14
True Wealth Design, LLC
DECREASED153253-100-40%$17.3K$9.3K-$8.0K2026-10-13
Barrett & Company, Inc.
UNCHANGED15015000%$10.2K$9.1K-$1.2K2026-10-22
United Community Bank
INCREASED14848+100+208%$3.3K$9.0K+$5.7K2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED14814800%$10.1K$9.0K-$1.2K2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED144120+24+20%$8.2K$8.7K+$5202026-11-03
Marquette Asset Management, LLC
UNCHANGED14214200%$9.7K$8.6K-$1.1K2026-10-09
Essential Partners LLC
DECREASED140280-140-50%$19.1K$8.5K-$10.6K2026-10-14
Markowski Investments
UNCHANGED13813800%$9.4K$8.4K-$1.1K2026-10-30
Bayban
UNCHANGED12512500%$8.5K$8.5K$02026-11-05
Lodestone Wealth Management LLC
DECREASED122126-4-3%$8.6K$7.4K-$1.2K2026-10-14
DT Investment Partners, LLC
NEW120—+120——$7.3K—2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED120116+4+3%$7.9K$7.3K-$6602026-10-07
Community Financial Services Group, LLC
UNCHANGED12012000%$8.1K$7.3K-$8442026-10-15
Vision Financial Markets LLC
INCREASED107106+1+1%$7.2K$6.5K-$6772026-10-22
WPG Advisers, LLC
DECREASED104118-14-12%$8.1K$6.3K-$1.8K2026-10-27
Kelleher Financial Advisors
DECREASED100138-38-28%$9.4K$6.1K-$3.4K2026-10-30
Ascentis Wealth Management, LLC
NEW95—+95——$5.7K—2026-11-03
Balance Wealth Partners LLC
NEW88—+88——$5.3K—2026-10-27
POM Investment Strategies, LLC
UNCHANGED828200%$5.6K$5.0K-$6372026-10-20
Activest Wealth Management
DECREASED8097-17-18%$6.6K$4.8K-$1.8K2026-10-15
Clark Wealth Partners
INCREASED8073+7+10%$5.0K$4.8K-$1442026-10-19
Maseco LLP
NEW76—+76——$4.6K—2026-10-27
Elevation Wealth Partners, LLC
DECREASED73113-40-35%$7.7K$4.4K-$3.3K2026-10-07
Accordant Advisory Group Inc
UNCHANGED717100%$4.8K$4.3K-$5522026-10-29
High Note Wealth, LLC
DECREASED6670-4-6%$4.8K$4.0K-$7862026-10-27
Carolina Wealth Advisors, LLC
DECREASED6670-4-6%$4.8K$4.0K-$7862026-10-23
J.Safra Asset Management Corp
UNCHANGED606000%$4.1K$3.6K-$4662026-11-03
Kozak & Associates, Inc.
UNCHANGED585800%$3.9K$3.7K-$2112026-10-29
Creative Capital Management Investments LLC
INCREASED5647+9+19%$3.2K$3.4K+$1792026-10-28
Thompson Investment Management, Inc.
UNCHANGED565600%$3.8K$3.4K-$4352026-10-14
Polaris Financial Partners
NEW55—+55——$3—2026-10-02
Princeton Global Asset Management LLC
UNCHANGED555500%$3.8K$3.3K-$4302026-10-21
Tidemark, LLC
INCREASED5240+12+30%$2.7K$3.1K+$4152026-11-09
Acumen Wealth Advisors, LLC
NEW51—+51——$3.1K—2026-11-05
Bank of New Hampshire
DECREASED50110-60-55%$7.5K$3.0K-$4.5K2026-10-06
Bradley & Co. Private Wealth Management, LLC
UNCHANGED444400%$3.0K$2.7K-$3422026-10-23
Virtus Advisers, LLC
UNCHANGED444400%$3.0K$2.7K-$3422026-11-09
WestEnd Advisors, LLC
UNCHANGED414100%$2.8K$2.5K-$3192026-10-27
Picton Mahoney Asset Management
NEW37—+37——$2.2K—2026-11-09
American National Bank & Trust
NEW37—+37——$2.2K—2026-10-07
Valued Wealth Advisors LLC
DECREASED3641-5-12%$2.8K$2.2K-$6212026-11-05
Strengthening Families & Communities, LLC
UNCHANGED353500%$2.4K$2.1K-$2552026-10-21
Cheviot Value Management, LLC
UNCHANGED343400%$2.3K$2.1K-$2642026-11-09
Global Trust Asset Management, LLC
UNCHANGED343400%$2.3K$2.1K-$2642026-10-19
Darwin Wealth Management, LLC
NEW33—+33——$2.0K—2026-11-09
Key Capital Management, Inc
DECREASED3166-35-53%$4.5K$1.9K-$2.6K2026-11-03
KFG LLC
NEW30—+30——$1.8K—2026-11-02
Burk Holdings LLC
DECREASED2934-5-15%$2.3K$1.8K-$5672026-11-05
Retirement Wealth Solutions LLC
INCREASED2714+13+93%$957$1.6K+$6782026-10-07
TFC Financial Management, Inc.
UNCHANGED272700%$1.8K$1.6K-$2092026-10-26
Nvest Wealth Strategies, Inc.
INCREASED2613+13+100%$888$1.6K+$6862026-10-14
Mosley Wealth Management
INCREASED251+24+2400%$68$1.6K+$1.5K2026-10-16
Davis Capital Management
UNCHANGED242400%$1.6K$1.5K-$1872026-10-08
Sunrise Financial Services, LLC
UNCHANGED242400%$1.6K$1.5K-$1872026-10-21
Coston, McIsaac & Partners
UNCHANGED222200%$1$1.4K+$1.4K2026-11-06
Three Bridge Wealth Advisors, LLC
NEW20—+20——$1.2K—2026-11-05
Gilpin Wealth Management, LLC
NEW20—+20——$1.2K—2026-10-09
Quaker Wealth Management, LLC
UNCHANGED202000%$1.4K$1.2K-$1552026-10-22
Fortis Group Advisors, LLC
UNCHANGED131300%$888$787-$1012026-11-06
Torren Management, LLC
UNCHANGED111100%$733$650-$832026-10-29
UMB Private Wealth Management, LLC
NEW10—+10——$605—2026-10-19
Reap Financial Group, LLC
UNCHANGED101000%$683$605-$782026-11-02
Mascoma Wealth Management LLC
DECREASED912-3-25%$819$545-$2742026-10-23
Phillip James Consulting Co.
UNCHANGED9900%$615$545-$702026-11-03
Align Financial, LLC
NEW8—+8——$484—2026-10-16
DecisionPoint Financial, LLC
INCREASED86+2+33%$407$487+$802026-10-27
Raleigh Capital Management Inc.
INCREASED87+1+14%$490$504+$142026-10-28
West Branch Capital LLC
UNCHANGED6600%$410$364-$462026-10-20
Morton Brown Family Wealth, LLC
UNCHANGED6600%$410$363-$472026-10-23
Fairscale Capital, LLC
NEW5—+5——$333—2026-11-04
Meramec Financial Planners, LLC
DECREASED5681-676-99%$47.9K$343-$47.5K2026-11-09
Dhjj Financial Advisors, Ltd.
UNCHANGED3300%$205$182-$232026-10-23
Ashurst Perkins Coie Trust Co
NEW2—+2——$121—2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED2200%$137$122-$152026-10-15
3 Factor Indexing, LLC
UNCHANGED1100%$69$61-$82026-10-15
Roxbury Financial LLC
UNCHANGED1100%$68$61-$72026-10-01
Alberta Investment Management Corp
CLOSED0150,000-150,000-100%$10.2M$0-$10.2M2026-11-09
Global Wealth Management Investment Advisory, Inc.
CLOSED0101,280-101,280-100%$6.9M$0-$6.9M2026-11-04
OFI Invest Asset Management
CLOSED096,140-96,140-100%$5.9M$0-$5.9M2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED067,282-67,282-100%$4.6M$0-$4.6M2026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED017,130-17,130-100%$1.2M$0-$1.2M2026-10-16
Greenwood Capital Associates LLC
CLOSED016,216-16,216-100%$1.1M$0-$1.1M2026-10-27
San Luis Wealth Advisors LLC
CLOSED016,137-16,137-100%$1.1M$0-$1.1M2026-10-27
WBI Investments, LLC
CLOSED013,770-13,770-100%$940.4K$0-$940.4K2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED010,203-10,203-100%$696.8K$0-$696.8K2026-10-14
Avantra Family Wealth, Inc.
CLOSED09,578-9,578-100%$654.1K$0-$654.1K2026-10-20
LVM Capital Management LTD
CLOSED08,980-8,980-100%$613$0-$6132026-10-20
Kesler, Norman & Wride, LLC
CLOSED08,899-8,899-100%$607.7K$0-$607.7K2026-11-06
Bayshore Asset Management, LLC
CLOSED08,324-8,324-100%$568.4K$0-$568.4K2026-11-03
StoneX Group Inc.
CLOSED05,324-5,324-100%$362.9K$0-$362.9K2026-11-03
Commonwealth Financial Services, LLC
CLOSED05,311-5,311-100%$362.7K$0-$362.7K2026-10-20
Aaron Wealth Advisors LLC
CLOSED04,802-4,802-100%$327.9K$0-$327.9K2026-10-13
BIP Wealth, LLC
CLOSED04,545-4,545-100%$310.4K$0-$310.4K2026-10-22
AMG National Trust Bank
CLOSED04,543-4,543-100%$310.2K$0-$310.2K2026-11-05
Investment Planning Advisors, Inc.
CLOSED04,499-4,499-100%$307.2K$0-$307.2K2026-10-14
Mission Wealth Management, LP
CLOSED04,313-4,313-100%$294.6K$0-$294.6K2026-10-15
Drive Wealth Management, LLC
CLOSED03,924-3,924-100%$268.0K$0-$268.0K2026-11-09
Tempo Wealth, LLC
CLOSED03,637-3,637-100%$248.4K$0-$248.4K2026-10-14
Meadowbrook Wealth Management, LLC
CLOSED03,600-3,600-100%$244.0K$0-$244.0K2026-10-08
Visionary Wealth Advisors
CLOSED03,493-3,493-100%$238.6K$0-$238.6K2026-11-04
ARS Wealth Advisors Group, LLC
CLOSED03,433-3,433-100%$234.4K$0-$234.4K2026-10-16
SVB Wealth LLC
CLOSED03,405-3,405-100%$232.5K$0-$232.5K2026-11-06
Purkiss Capital Advisors LLC
CLOSED03,290-3,290-100%$224.7K$0-$224.7K2026-11-06
Eddie Patel Inc
CLOSED03,289-3,289-100%$224.6K$0-$224.6K2026-11-02
Marotta Asset Management
CLOSED03,288-3,288-100%$222.9K$0-$222.9K2026-10-02
Ballast, Inc.
CLOSED03,279-3,279-100%$223.9K$0-$223.9K2026-10-20
Hunter Associates Investment Management LLC
CLOSED03,272-3,272-100%$225.0K$0-$225.0K2026-10-26
Howard Financial Services, Ltd.
CLOSED03,267-3,267-100%$223.1K$0-$223.1K2026-10-15
MBA Advisors LLC
CLOSED03,256-3,256-100%$222.4K$0-$222.4K2026-10-29
Naples Global Advisors, LLC
CLOSED03,244-3,244-100%$221.5K$0-$221.5K2026-11-05
Earned Wealth Advisors, LLC
CLOSED03,237-3,237-100%$221.0K$0-$221.0K2026-11-06
Annis Gardner Whiting Capital Advisors, LLC
CLOSED03,226-3,226-100%$220.3K$0-$220.3K2026-11-09
Flagstone Financial Management
CLOSED03,200-3,200-100%$218.5K$0-$218.5K2026-11-05
Chase Investment Counsel Corp
CLOSED03,200-3,200-100%$218.0K$0-$218.0K2026-11-09
Integras Partners LLC
CLOSED03,199-3,199-100%$218.5K$0-$218.5K2026-10-30
Longboard Asset Management, LP
CLOSED03,196-3,196-100%$218.3K$0-$218.3K2026-10-15
Summit Asset Management, LLC
CLOSED03,189-3,189-100%$217.8K$0-$217.8K2026-11-05
AlTi Global, Inc.
CLOSED03,126-3,126-100%$213.5K$0-$213.5K2026-11-09
Family Legacy Financial Solutions, LLC
CLOSED03,120-3,120-100%$213.1K$0-$213.1K2026-10-07
MBL Wealth, LLC
CLOSED03,109-3,109-100%$212.3K$0-$212.3K2026-10-22
Stonekeep Investments, LLC
CLOSED03,101-3,101-100%$212$0-$2122026-10-15
Plancorp, LLC
CLOSED03,079-3,079-100%$218.0K$0-$218.0K2026-11-03
Ipswich Investment Management Co., Inc.
CLOSED03,050-3,050-100%$208.3K$0-$208.3K2026-10-13
Dudley Capital Management, LLC
CLOSED03,047-3,047-100%$208.1K$0-$208.1K2026-10-23
WIN Advisors, Inc
CLOSED03,020-3,020-100%$206.2K$0-$206.2K2026-11-06
First Heartland Consultants, Inc.
CLOSED03,016-3,016-100%$206.0K$0-$206.0K2026-10-08
Partners in Financial Planning
CLOSED02,973-2,973-100%$203.0K$0-$203.0K2026-11-06
Norden Group LLC
CLOSED02,954-2,954-100%$201.7K$0-$201.7K2026-10-20
Carolina Wealth Management Inc
CLOSED02,954-2,954-100%$201.7K$0-$201.7K2026-10-29
Washington Trust Co
CLOSED02,949-2,949-100%$201.4K$0-$201.4K2026-10-22
Newman Dignan & Sheerar, Inc.
CLOSED02,935-2,935-100%$200.4K$0-$200.4K2026-10-21
Founders Financial Securities LLC
CLOSED02,931-2,931-100%$200.2K$0-$200.2K2026-10-28
Aspiriant, LLC
CLOSED02,930-2,930-100%$200.1K$0-$200.1K2026-10-16
BKM Wealth Management, LLC
CLOSED02,900-2,900-100%$198.0K$0-$198.0K2026-10-22
Summit Securities Group LLC
CLOSED01,740-1,740-100%$118.8K$0-$118.8K2026-11-05
MCF Advisors LLC
CLOSED01,410-1,410-100%$96.3K$0-$96.3K2026-10-28
LifeSteps Financial, Inc.
CLOSED01,364-1,364-100%$93.1K$0-$93.1K2026-10-15
Gill Capital Partners, LLC
CLOSED01,207-1,207-100%$82.4K$0-$82.4K2026-10-13
Gleason Group, Inc.
CLOSED01,002-1,002-100%$68.5K$0-$68.5K2026-10-15
Cornerstone Planning Group LLC
CLOSED0595-595-100%$42.3K$0-$42.3K2026-10-16
Access Investment Management LLC
CLOSED0425-425-100%$29.0K$0-$29.0K2026-10-23
Stone House Investment Management, LLC
CLOSED0385-385-100%$26.3K$0-$26.3K2026-10-23
Park Place Capital Corp
CLOSED0293-293-100%$20.0K$0-$20.0K2026-11-09
BankPlus Trust Department
CLOSED0268-268-100%$18.3K$0-$18.3K2026-11-06
Morse Asset Management, Inc
CLOSED0265-265-100%$18.1K$0-$18.1K2026-11-09
Smallwood Wealth Investment Management, LLC
CLOSED0258-258-100%$17.6K$0-$17.6K2026-10-30
StrongBox Wealth, LLC
CLOSED0250-250-100%$17.1K$0-$17.1K2026-11-02
First Pacific Financial
CLOSED0221-221-100%$15.1K$0-$15.1K2026-10-14
Brooklyn FI, LLC
CLOSED078-78-100%$5.5K$0-$5.5K2026-11-05
Axiom Investment Management LLC
CLOSED010-10-100%$683$0-$6832026-11-03
Halbert Hargrove Global Advisors, LLC
CLOSED05-5-100%$321$0-$3212026-10-16
Capital Research Global Investors
N/A—73,855,890-73,855,890-100%$5.0B———
BlackRock, Inc.
N/A—73,018,575-73,018,575-100%$5.0B———
Vanguard Capital Management LLC
N/A—57,396,293-57,396,293-100%$3.9B———
State Street Corp
N/A—50,917,469-50,917,469-100%$3.5B———
Vanguard Portfolio Management LLC
N/A—45,067,363-45,067,363-100%$3.1B———
Wellington Management Group LLP
N/A—40,867,860-40,867,860-100%$2.8B———
Massachusetts Financial Services Co
N/A—20,030,451-20,030,451-100%$1.4B———
Dodge & COX
N/A—18,303,470-18,303,470-100%$1.2B———
JPMorgan Chase & Co
N/A—14,884,625-14,884,625-100%$1.0B———
Bank of America Corp
N/A—14,599,270-14,599,270-100%$997.0M———
Invesco Ltd.
N/A—11,889,404-11,889,404-100%$811.9M———
Norges Bank
N/A—11,791,396-11,791,396-100%$805.2M———
Morgan Stanley
N/A—11,169,924-11,169,924-100%$762.8M———
Hotchkis & Wiley Capital Management LLC
N/A—9,894,768-9,894,768-100%$675.7M———
Price T Rowe Associates Inc
N/A—8,393,727-8,393,727-100%$573.2M———
Northern Trust Corp
N/A—7,703,375-7,703,375-100%$526.1M———
Goldman Sachs Group Inc
N/A—7,022,714-7,022,714-100%$479.6M———
FMR LLC
N/A—6,860,793-6,860,793-100%$468.5M———
Legal & General Group Plc
N/A—6,843,654-6,843,654-100%$467.4M———
London Co of Virginia
N/A—6,834,123-6,834,123-100%$466.7M———
Charles Schwab Investment Management Inc
N/A—6,014,946-6,014,946-100%$410.8M———
Vanguard Fiduciary Trust Co
N/A—4,938,292-4,938,292-100%$337.2M———
Millennium Management LLC
N/A—4,645,087-4,645,087-100%$317.2M———
Royal Bank of Canada
N/A—4,559,546-4,559,546-100%$311.4M———
UBS Asset Management Americas LLC
N/A—4,288,973-4,288,973-100%$292.9M———
Wells Fargo & Company
N/A—3,778,522-3,778,522-100%$258.0M———
Pentwater Capital Management LP
N/A—3,500,000-3,500,000-100%$239.0M———
Franklin Resources Inc
N/A—3,258,156-3,258,156-100%$222.5M———
UBS Group AG
N/A—3,012,305-3,012,305-100%$205.7M———
First Trust Advisors LP
N/A—2,779,382-2,779,382-100%$189.8M———
Magellan Asset Management Ltd
N/A—2,690,485-2,690,485-100%$183.7M———
HSBC Holdings PLC
N/A—2,520,262-2,520,262-100%$172.4M———
Swiss National Bank
N/A—2,479,120-2,479,120-100%$169.3M———
Cohen & Steers, Inc.
N/A—2,345,231-2,345,231-100%$160.2M———
Nuveen, LLC
N/A—1,938,108-1,938,108-100%$132.4M———
Vanguard Global Advisers, LLC
N/A—1,893,390-1,893,390-100%$129.3M———
Vanguard Asset Management, Ltd
N/A—1,874,499-1,874,499-100%$128.0M———
Adage Capital Partners GP, L.L.C.
N/A—1,583,811-1,583,811-100%$108.2M———
Alliancebernstein L.P.
N/A—1,571,332-1,571,332-100%$97.1M———
California Public Employees Retirement System
N/A—1,539,582-1,539,582-100%$105.1M———
Rhumbline Advisers
N/A—1,514,179-1,514,179-100%$103.4M———
Raymond James Financial Inc
N/A—1,453,010-1,453,010-100%$99.2M———
BNP Paribas Financial Markets
N/A—1,416,356-1,416,356-100%$96.7M———
Natixis Advisors, LLC
N/A—1,390,897-1,390,897-100%$95.0M———
National Pension Service
N/A—1,276,493-1,276,493-100%$87.2M———
Energy Income Partners, LLC
N/A—1,233,506-1,233,506-100%$84.2M———
Magnetar Financial LLC
N/A—1,219,394-1,219,394-100%$83.3M———
Ensign Peak Advisors, Inc
N/A—1,207,522-1,207,522-100%$82.5M———
Jones Financial Companies Lllp
N/A—1,190,474-1,190,474-100%$82.6M———
Manufacturers Life Insurance Company, the
N/A—1,077,536-1,077,536-100%$73.6M———
California State Teachers Retirement System
N/A—1,022,628-1,022,628-100%$69.8M———
Marshall Wace, LLP
N/A—941,149-941,149-100%$64.3M———
Envestnet Asset Management Inc
N/A—926,212-926,212-100%$63.3M———
Canada Pension Plan Investment Board
N/A—901,926-901,926-100%$61.6M———
Vanguard Investments Australia, Ltd.
N/A—878,007-878,007-100%$60.0M———
Jennison Associates LLC
N/A—874,502-874,502-100%$59.7M———
CIBC Bancorp USA Inc.
N/A—860,186-860,186-100%$58.7M———
Nomura Asset Management International Inc.
N/A—859,201-859,201-100%$58.7M———
Victory Capital Management Inc
N/A—840,981-840,981-100%$57.4M———
Public Sector Pension Investment Board
N/A—821,666-821,666-100%$56.1M———
APG Asset Management N.V.
N/A—819,923-819,923-100%$49.0M———
New York State Common Retirement Fund
N/A—802,155-802,155-100%$54.8M———
Focus Partners Wealth
N/A—760,846-760,846-100%$52.0M———
State Board of Administration of Florida Retirement System
N/A—756,958-756,958-100%$51.7M———
Arrowstreet Capital, Limited Partnership
N/A—725,964-725,964-100%$49.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—678,934-678,934-100%$46.4M———
AQR Arbitrage LLC
N/A—671,858-671,858-100%$45.9M———
AQR Capital Management LLC
N/A—648,379-648,379-100%$44.3M———
Macquarie Group LTD
N/A—635,119-635,119-100%$43.4M———
Point72 Asset Management, L.P.
N/A—627,216-627,216-100%$42.8M———
Janney Montgomery Scott LLC
N/A—606,277-606,277-100%$41.4M———
Korea Investment Corp
N/A—597,296-597,296-100%$40.8M———
Allianz Asset Management GmbH
N/A—557,850-557,850-100%$38.1M———
SEI Investments Co
N/A—557,285-557,285-100%$38.1M———
BNP Paribas Asset Management Holding S.A.
N/A—544,676-544,676-100%$37.2M———
DnB Asset Management AS
N/A—536,090-536,090-100%$36.6M———
Gabelli Funds LLC
N/A—511,300-511,300-100%$34.9M———
Quantinno Capital Management LP
N/A—485,456-485,456-100%$33.2M———
Citadel Advisors LLC
N/A—482,136-482,136-100%$32.9M———
State of Wisconsin Investment Board
N/A—473,468-473,468-100%$32.3M———
AE Wealth Management LLC
N/A—472,104-472,104-100%$32.2M———
Canada Life Assurance Co
N/A—472,096-472,096-100%$32.2M———
Treasurer of the State of North Carolina
N/A—454,806-454,806-100%$31.1M———
Ameriprise Financial Inc
N/A—436,945-436,945-100%$29.7M———
Tredje Ap-fonden
N/A—436,378-436,378-100%$29.8M———
Van Eck Associates Corp
N/A—435,621-435,621-100%$29.7M———
Chevy Chase Trust Holdings, LLC
N/A—433,245-433,245-100%$29.6M———
National Bank of Canada
N/A—427,332-427,332-100%$29.2M———
Prudential Financial Inc
N/A—416,352-416,352-100%$28.4M———
Crawford Investment Counsel Inc
N/A—410,500-410,500-100%$28.0M———
Tocqueville Asset Management L.P.
N/A—407,908-407,908-100%$27.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—405,137-405,137-100%$27.7M———
Silvercrest Asset Management Group LLC
N/A—389,264-389,264-100%$26.6M———
Alpine Associates Management Inc.
N/A—386,200-386,200-100%$26.4M———
Water Island Capital LLC
N/A—381,231-381,231-100%$26.0M———
Pathstone Holdings, LLC
N/A—371,203-371,203-100%$25.4M———
Cbre Investment Management Listed Real Assets LLC
N/A—369,494-369,494-100%$25.2M———
Royal London Asset Management LTD
N/A—363,889-363,889-100%$24.8M———
Cetera Investment Advisers
N/A—358,796-358,796-100%$24.5M———
Nomura Asset Management Co LTD
N/A—355,065-355,065-100%$24.2M———
Osaic Holdings, Inc.
N/A—347,590-347,590-100%$23.7M———
Zurich Insurance Group Ltd
N/A—347,096-347,096-100%$23.7M———
Public Employees Retirement System of Ohio
N/A—335,148-335,148-100%$22.9M———
Tidal Investments LLC
N/A—324,778-324,778-100%$22.2M———
American Century Companies Inc
N/A—323,807-323,807-100%$22.1M———
Toronto Dominion Bank
N/A—319,960-319,960-100%$21.9M———
Neuberger Berman Group LLC
N/A—319,793-319,793-100%$21.8M———
TD Asset Management Inc
N/A—318,748-318,748-100%$21.8M———
Teacher Retirement System of Texas
N/A—308,752-308,752-100%$21.1M———
Credit Agricole S A
N/A—296,332-296,332-100%$20.2M———
Stifel Financial Corp
N/A—292,281-292,281-100%$20.0M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—278,549-278,549-100%$18.8M———
Resona Asset Management Co.,Ltd.
N/A—272,055-272,055-100%$18.6M———
Defiance ETFs, LLC
N/A—266,498-266,498-100%$18.1M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—257,835-257,835-100%$17.6M———
Investment Management Corp of Ontario
N/A—250,144-250,144-100%$17.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—228,874-228,874-100%$15.6M———
One Capital Management, LLC
N/A—225,514-225,514-100%$13.9M———
Orion Porfolio Solutions, LLC
N/A—217,259-217,259-100%$14.8M———
State of Tennessee, Department of Treasury
N/A—211,676-211,676-100%$14.5M———
AustralianSuper Pty Ltd
N/A—205,518-205,518-100%$14.0M———
Captrust Financial Advisors
N/A—201,862-201,862-100%$13.8M———
MetLife Investment Management, LLC
N/A—201,205-201,205-100%$13.7M———
Harvest Portfolios Group Inc.
N/A—197,131-197,131-100%$13.5M———
Sanctuary Advisors, LLC
N/A—197,012-197,012-100%$13.5M———
Greenland Capital Management LP
N/A—193,710-193,710-100%$13.2M———
Woodline Partners LP
N/A—191,924-191,924-100%$13.1M———
Rockefeller Capital Management L.P.
N/A—191,395-191,395-100%$13.1M———
VAN Lanschot Kempen Investment Management N.V.
N/A—186,925-186,925-100%$12.8M———
Mariner, LLC
N/A—185,745-185,745-100%$12.7M———
Cerity Partners LLC
N/A—185,500-185,500-100%$12.7M———
LGT Group Foundation
N/A—181,802-181,802-100%$12.4M———
Man Group plc
N/A—180,000-180,000-100%$12.3M———
Cary Street Partners Financial LLC
N/A—177,897-177,897-100%$12.1M———
Bank of Nova Scotia
N/A—176,681-176,681-100%$12.1M———
M&T Bank Corp
N/A—167,694-167,694-100%$11.5M———
Soros Fund Management LLC
N/A—165,344-165,344-100%$11.3M———
O'shaughnessy Asset Management, LLC
N/A—159,154-159,154-100%$10.9M———
Quinn Opportunity Partners LLC
N/A—155,000-155,000-100%$10.6M———
Guggenheim Capital LLC
N/A—150,631-150,631-100%$10.3M———
CIBC World Market Inc.
N/A—150,376-150,376-100%$10.3M———
Birnam Oak Advisors, LP
N/A—150,000-150,000-100%$10.2M———
Steward Partners Investment Advisory, LLC
N/A—149,586-149,586-100%$10.2M———
Advisors Asset Management, Inc.
N/A—148,831-148,831-100%$10.2M———
Baird Financial Group, Inc.
N/A—147,840-147,840-100%$10.1M———
Bogart Wealth, LLC
N/A—143,813-143,813-100%$9.8M———
Vanguard Personalized Indexing Management, LLC
N/A—143,422-143,422-100%$9.8M———
Jupiter Topco LLC
N/A—143,272-143,272-100%$9.8M———
LGT Fund Management Co Ltd.
N/A—141,584-141,584-100%$9.7M———
USS Investment Management Ltd
N/A—138,840-138,840-100%$9.5M———
&partners
N/A—137,692-137,692-100%$9.4M———
Commerce Bank
N/A—136,683-136,683-100%$9.3M———
Kayne Anderson Capital Advisors LP
N/A—134,767-134,767-100%$9.2M———
Voya Investment Management LLC
N/A—133,612-133,612-100%$9.1M———
Utah Retirement Systems
N/A—133,597-133,597-100%$9.1M———
British Columbia Investment Management Corp
N/A—131,826-131,826-100%$9.0M———
Aventail Capital Group, LP
N/A—127,115-127,115-100%$8.7M———
Nissay Asset Management Corp N
N/A—117,488-117,488-100%$8.0M———
Mercer Global Advisors Inc
N/A—112,262-112,262-100%$7.7M———
Kintayl Capital LP
N/A—112,082-112,082-100%$7.7M———
Public Employees Retirement Association of Colorado
N/A—109,203-109,203-100%$7.5M———
Waverly Advisors, LLC
N/A—106,769-106,769-100%$7.3M———
NewEdge Advisors, LLC
N/A—105,989-105,989-100%$7.2M———
Daiichi Life Insurance Co., Ltd.
N/A—105,641-105,641-100%$7.2M———
Lombard Odier Asset Management (Switzerland) SA
N/A—104,790-104,790-100%$7.2M———
Glenmede Trust Co NA
N/A—104,300-104,300-100%$7.1M———
Northwestern Mutual Wealth Management Co
N/A—101,559-101,559-100%$6.9M———
Stephens Inc
N/A—100,227-100,227-100%$6.8M———
Gabelli & Co Investment Advisers, Inc.
N/A—100,000-100,000-100%$6.8M———
Rafferty Asset Management, LLC
N/A—97,141-97,141-100%$6.6M———
Private Advisor Group, LLC
N/A—95,883-95,883-100%$6.5M———
Brown Advisory Inc
N/A—93,803-93,803-100%$6.4M———
Metis Global Partners, LLC
N/A—93,312-93,312-100%$6.4M———
WCG Wealth Advisors LLC
N/A—91,435-91,435-100%$6.2M———
XTX Topco Ltd
N/A—87,083-87,083-100%$5.9M———
Huntington National Bank
N/A—85,704-85,704-100%$5.9M———
SG Americas Securities, LLC
N/A—84,886-84,886-100%$5.8M———
Schroder Investment Management Group
N/A—84,703-84,703-100%$5.9M———
Allstate Corp
N/A—83,848-83,848-100%$5.7M———
Vestmark Advisory Solutions, Inc.
N/A—83,617-83,617-100%$5.7M———
Omers Administration Corp
N/A—83,158-83,158-100%$5.7M———
IEQ Capital, LLC
N/A—82,217-82,217-100%$5.6M———
Centiva Capital, LP
N/A—80,000-80,000-100%$5.5M———
NewEdge Wealth, LLC
N/A—79,128-79,128-100%$5.4M———
Azimuth Capital Investment Management LLC
N/A—77,225-77,225-100%$5.3M———
Pinnacle Financial Partners, Inc.
N/A—77,009-77,009-100%$5.3M———
Susquehanna International Group, LLP
N/A—76,552-76,552-100%$5.2M———
Two Sigma Securities, LLC
N/A—75,438-75,438-100%$5.2M———
MML Investors Services, LLC
N/A—75,185-75,185-100%$5.1M———
Wills Financial Group LLC
N/A—73,643-73,643-100%$5.0M———
Atlantic Union Bankshares Corp
N/A—70,789-70,789-100%$4.8M———
Graham Capital Management, L.P.
N/A—69,276-69,276-100%$4.7M———
IHT Wealth Management, LLC
N/A—68,964-68,964-100%$4.7M———
BTC Capital Management, Inc.
N/A—67,741-67,741-100%$4.6M———
Pacer Advisors, Inc.
N/A—64,312-64,312-100%$4.4M———
Independent Advisor Alliance
N/A—62,268-62,268-100%$4.3M———
Stratos Wealth Partners, Ltd.
N/A—62,038-62,038-100%$4.2M———
Capital Innovations LLC
N/A—61,605-61,605-100%$4.2M———
Saudi Central Bank
N/A—61,527-61,527-100%$4.2M———
Virtu Financial LLC
N/A—60,707-60,707-100%$4.1M———
Quarry LP
N/A—60,693-60,693-100%$4.1M———
Norinchukin Bank, The
N/A—58,207-58,207-100%$4.0M———
Northwest & Ethical Investments L.P.
N/A—56,557-56,557-100%$3.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—54,983-54,983-100%$3.8M———
Peapack Gladstone Financial Corp
N/A—54,571-54,571-100%$3.7M———
Empowered Funds, LLC
N/A—54,226-54,226-100%$3.7M———
Kentucky Retirement Systems
N/A—53,878-53,878-100%$3.7M———
Westfield Capital Management Co LP
N/A—53,050-53,050-100%$3.6M———
Nomura Holdings Inc
N/A—52,224-52,224-100%$3.6M———
Rothschild Investment LLC
N/A—51,734-51,734-100%$3.5M———
Callahan Advisors, LLC
N/A—51,706-51,706-100%$3.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—51,691-51,691-100%$3.5M———
Tradewinds, Llc.
N/A—50,402-50,402-100%$1.8M———
Altshuler Shaham Ltd
N/A—50,022-50,022-100%$3.4M———
Maven Securities LTD
N/A—49,761-49,761-100%$3.4M———
Integrated Wealth Concepts LLC
N/A—47,714-47,714-100%$3.3M———
Federation des caisses Desjardins du Quebec
N/A—47,101-47,101-100%$3.2M———
Beacon Pointe Advisors, LLC
N/A—46,532-46,532-100%$3.2M———
Prelude Capital Management, LLC
N/A—45,654-45,654-100%$3.1M———
MAI Capital Management
N/A—45,400-45,400-100%$3.1M———
Beck Capital Management, LLC
N/A—45,391-45,391-100%$3.1M———
Jane Street Group, LLC
N/A—45,356-45,356-100%$3.1M———
Sequoia Financial Advisors, LLC
N/A—44,524-44,524-100%$3.0M———
Elo Mutual Pension Insurance Co
N/A—42,809-42,809-100%$2.9M———
Bleakley Financial Group, LLC
N/A—41,434-41,434-100%$2.8M———
DLD Asset Management, LP
N/A—41,249-41,249-100%$2.8M———
Blair William & Co
N/A—39,957-39,957-100%$2.7M———
Freestone Grove Partners LP
N/A—39,717-39,717-100%$2.7M———
United Capital Financial Advisors, LLC
N/A—38,852-38,852-100%$2.7M———
Gotham Asset Management, LLC
N/A—38,503-38,503-100%$2.6M———
Capital Fund Management S.A.
N/A—38,243-38,243-100%$2.6M———
PFG Investments, LLC
N/A—37,499-37,499-100%$2.6M———
LMR Partners LLP
N/A—37,162-37,162-100%$2.5M———
Blackstone Inc.
N/A—36,976-36,976-100%$2.5M———
Vident Advisory, LLC
N/A—36,706-36,706-100%$2.5M———
Dakota Wealth Management
N/A—36,090-36,090-100%$2.5M———
Truvestments Capital LLC
N/A—35,597-35,597-100%$2.4M———
All Terrain Financial Advisors, LLC
N/A—35,566-35,566-100%$2.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—34,760-34,760-100%$2.4M———
Stamos Capital Partners, L.P.
N/A—34,667-34,667-100%$2.4M———
Brown Brothers Harriman & Co
N/A—34,522-34,522-100%$2.4M———
Simmons Bank
N/A—34,443-34,443-100%$2.4M———
Mufg Securities Emea plc
N/A—34,422-34,422-100%$2.4M———
Summit Trail Advisors, LLC
N/A—33,526-33,526-100%$2.3M———
Tudor Investment Corp ET AL
N/A—32,220-32,220-100%$2.2M———
Aviva PLC
N/A—32,127-32,127-100%$2.2M———
Ethos Financial Group, LLC
N/A—31,620-31,620-100%$2.2M———
Arax Advisory Partners
N/A—31,313-31,313-100%$2.1M———
RiverFront Investment Group, LLC
N/A—30,971-30,971-100%$2.1M———
Horizon Investments, LLC
N/A—30,618-30,618-100%$2.1M———
SageView Advisory Group, LLC
N/A—30,425-30,425-100%$2.1M———
Verition Fund Management LLC
N/A—30,358-30,358-100%$2.1M———
D. E. Shaw & Co., Inc.
N/A—29,613-29,613-100%$2.0M———
Empirical Finance, LLC
N/A—29,275-29,275-100%$2.0M———
Coastal Bridge Advisors, LLC
N/A—29,144-29,144-100%$2.0M———
Vestcor Inc
N/A—29,064-29,064-100%$2.0M———
South Dakota Investment Council
N/A—28,384-28,384-100%$1.9M———
Constant Guidance Financial LLC
N/A—28,355-28,355-100%$1.9M———
Sompo Asset Management Co., Ltd.
N/A—28,220-28,220-100%$1.9M———
Northwestern Mutual Investment Management Company, LLC
N/A—28,197-28,197-100%$1.9M———
Entropy Technologies, LP
N/A—27,756-27,756-100%$1.9M———
Kingsview Wealth Management, LLC
N/A—27,191-27,191-100%$1.9M———
Taylor Hoffman Capital Management LLC
N/A—27,130-27,130-100%$1.9M———
Benjamin Edwards Inc
N/A—26,762-26,762-100%$1.8M———
Mufg Securities Americas Inc.
N/A—26,488-26,488-100%$1.8M———
Alaethes Wealth, LLC
N/A—26,441-26,441-100%$1.8M———
Banque Cantonale Vaudoise
N/A—25,876-25,876-100%$1.8M———
Bradley Foster & Sargent Inc
N/A—25,421-25,421-100%$1.7M———
OneDigital Investment Advisors LLC
N/A—25,364-25,364-100%$1.7M———
Principal Securities, Inc.
N/A—25,267-25,267-100%$1.7M———
Snowden Capital Advisors LLC
N/A—24,719-24,719-100%$1.7M———
Andra Ap-fonden
N/A—24,689-24,689-100%$1.7M———
Arkadios Wealth Advisors
N/A—24,182-24,182-100%$1.7M———
Advisory Services Network, LLC
N/A—23,819-23,819-100%$1.6M———
Aigen Investment Management, LP
N/A—23,657-23,657-100%$1.6M———
Global Retirement Partners, LLC
N/A—23,424-23,424-100%$1.6M———
CI Investments Inc.
N/A—23,013-23,013-100%$1.6M———
HRT Financial LP
N/A—22,840-22,840-100%$1.6M———
Inspire Advisors, LLC
N/A—22,474-22,474-100%$1.5M———
Pinebridge Investments LLC
N/A—22,469-22,469-100%$1.5M———
Keystone Financial Group
N/A—22,438-22,438-100%$1.5M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—22,359-22,359-100%$1.5M———
Richard W. Paul & Associates, LLC
N/A—21,898-21,898-100%$1.5M———
Equitable Holdings, Inc.
N/A—21,034-21,034-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—20,973-20,973-100%$1.4M———
Westend Capital Management, LLC
N/A—20,670-20,670-100%$1.4M———
Dark Forest Capital Management LP
N/A—20,552-20,552-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—20,187-20,187-100%$1.4M———
Balyasny Asset Management L.P.
N/A—19,951-19,951-100%$1.4M———
CacheTech Inc.
N/A—19,572-19,572-100%$1.3M———
QRG Capital Management, Inc.
N/A—18,938-18,938-100%$1.3M———
Marietta Investment Partners LLC
N/A—18,884-18,884-100%$1.3M———
Advyzon Investment Management, LLC
N/A—18,850-18,850-100%$1.3M———
FIL Ltd
N/A—18,792-18,792-100%$1.3M———
Beck Mack & Oliver LLC
N/A—18,693-18,693-100%$1.3M———
Mork Capital Management, LLC
N/A—18,620-18,620-100%$1.3M———
HM Payson & Co
N/A—18,239-18,239-100%$1.2M———
Canal Capital Management, LLC
N/A—18,194-18,194-100%$1.2M———
Future Fund LLC
N/A—18,057-18,057-100%$1.2M———
Westpac Banking Corp
N/A—17,941-17,941-100%$1.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—17,926-17,926-100%$1.2M———
Stock Yards Bank & Trust Co
N/A—17,280-17,280-100%$1.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—17,255-17,255-100%$1.2M———
Hartford Funds Management Co LLC
N/A—16,712-16,712-100%$1.1M———
Wealthspire Advisors, LLC
N/A—16,470-16,470-100%$1.1M———
Savvy Advisors, Inc.
N/A—16,426-16,426-100%$1.1M———
World Investment Advisors
N/A—16,312-16,312-100%$1.0M———
Meeder Advisory Services, Inc.
N/A—16,295-16,295-100%$1.1M———
Caprock Group, LLC
N/A—15,896-15,896-100%$1.1M———
Frec Markets, Inc.
N/A—15,809-15,809-100%$1.1M———
Callan Family Office, LLC
N/A—15,676-15,676-100%$1.1M———
Founders Financial Alliance, LLC
N/A—15,655-15,655-100%$1.1M———
Haverford Trust Co
N/A—15,624-15,624-100%$1.1M———
Blue Edge Capital, LLC
N/A—15,623-15,623-100%$1.1M———
Prosperity Consulting Group, LLC
N/A—15,295-15,295-100%$1.0M———
Ceeto Capital Group, LLC
N/A—15,000-15,000-100%$1.0M———
Pettyjohn, Wood & White, Inc
N/A—14,551-14,551-100%$993.7K———
Bearing Point Capital, LLC
N/A—14,400-14,400-100%$983.4K———
Sovereign Financial Group, Inc.
N/A—14,284-14,284-100%$975.5K———
Keel Point, LLC
N/A—14,264-14,264-100%$974.1K———
Aptus Capital Advisors, LLC
N/A—14,263-14,263-100%$974.0K———
TCW Group Inc
N/A—14,091-14,091-100%$962.3K———
Dover Advisors, LLC
N/A—13,945-13,945-100%$817.0K———
Paradigm Capital Management, LLC
N/A—13,925-13,925-100%$951.0K———
Essex Financial Services, Inc.
N/A—13,750-13,750-100%$939.0K———
Summit Financial, LLC
N/A—13,701-13,701-100%$935.7K———
Financial Sense Advisors, Inc.
N/A—13,614-13,614-100%$929.7K———
Ballentine Partners, LLC
N/A—13,577-13,577-100%$927.2K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—13,390-13,390-100%$914.4K———
Clarion Wealth Managment Partners, LLC
N/A—13,346-13,346-100%$911.4K———
Elm Partners Management LLC
N/A—13,078-13,078-100%$893.1K———
EP Wealth Advisors, LLC
N/A—12,837-12,837-100%$876.6K———
Insigneo Advisory Services, LLC
N/A—12,791-12,791-100%$873.5K———
Dorsey & Whitney Trust Co LLC
N/A—12,672-12,672-100%$865.4K———
Holderness Investments Co
N/A—12,556-12,556-100%$857.4K———
Redwood Investment Management, LLC
N/A—12,492-12,492-100%$853.0K———
Saturna Capital Corp
N/A—12,363-12,363-100%$851.9K———
Trivium Point Advisory, LLC
N/A—12,142-12,142-100%$829.2K———
Focus Partners Advisor Solutions, LLC
N/A—12,077-12,077-100%$824.7K———
Adalta Capital Management LLC
N/A—11,835-11,835-100%$808.2K———
Bcgm Wealth Management, LLC
N/A—11,801-11,801-100%$805.9K———
Baltimore-Washington Financial Advisors, Inc.
N/A—11,731-11,731-100%$801.1K———
Anchor Investment Management, LLC
N/A—11,699-11,699-100%$798.9K———
Smartleaf Asset Management LLC
N/A—11,635-11,635-100%$805.0K———
Maridea Wealth Management LLC
N/A—11,493-11,493-100%$784.9K———
GWN Securities Inc.
N/A—11,242-11,242-100%$767.7K———
Whittier Trust Co of Nevada Inc
N/A—11,212-11,212-100%$782.9K———
Invst, LLC
N/A—11,208-11,208-100%$765.4K———
Adams Wealth Management
N/A—11,091-11,091-100%$757.4K———
Nicolet Bankshares Inc
N/A—11,064-11,064-100%$760.1K———
BFC Planning, Inc.
N/A—10,984-10,984-100%$750.1K———
Bluespring Wealth Management, LLC
N/A—10,845-10,845-100%$740.6K———
Liberty One Investment Management, LLC
N/A—10,802-10,802-100%$737.7K———
Advisory Alpha, LLC
N/A—10,754-10,754-100%$734.6K———
New Republic Capital, LLC
N/A—10,705-10,705-100%$731.1K———
Seneca House Advisors
N/A—10,673-10,673-100%$728.8K———
Sumitomo Life Insurance Co
N/A—10,557-10,557-100%$720.9K———
GSA Capital Partners LLP
N/A—10,360-10,360-100%$707.0K———
Fidelis Capital Partners, LLC
N/A—10,328-10,328-100%$705.3K———
Ingalls & Snyder LLC
N/A—10,271-10,271-100%$701.0K———
Cresset Asset Management, LLC
N/A—10,179-10,179-100%$695.1K———
Advisors Capital Management, LLC
N/A—10,014-10,014-100%$683.9K———
RBO & Co LLC
N/A—10,000-10,000-100%$682.9K———
Skandinaviska Enskilda Banken AB (publ)
N/A—10,000-10,000-100%$682.9K———
Foundations Investment Advisors, LLC
N/A—9,949-9,949-100%$679.4K———
Bragg Financial Advisors, Inc
N/A—9,931-9,931-100%$678.2K———
Smith, Moore & Co.
N/A—9,875-9,875-100%$674.4K———
Syon Capital LLC
N/A—9,835-9,835-100%$671.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—9,833-9,833-100%$671.5K———
Capital International Sarl
N/A—9,795-9,795-100%$668.9K———
Sharp Wealth Advisory, LLC
N/A—9,516-9,516-100%$649.9K———
Wedbush Fund Advisers, LLC
N/A—9,449-9,449-100%$645.3K———
Boothbay Fund Management, LLC
N/A—9,143-9,143-100%$624.4K———
Hayek Kallen Investment Management
N/A—9,028-9,028-100%$616.0K———
VeraBank, N.A.
N/A—8,764-8,764-100%$598.5K———
Houlihan Financial Resource Group, Ltd.
N/A—8,651-8,651-100%$590.8K———
Stonebridge Financial Group, LLC
N/A—8,647-8,647-100%$590.0K———
Huber Capital Management LLC
N/A—8,635-8,635-100%$589.7K———
Worldquant Millennium Advisors LLC
N/A—8,626-8,626-100%$589.1K———
Arkos Global Advisors
N/A—8,505-8,505-100%$581.0K———
Walleye Trading LLC
N/A—8,412-8,412-100%$574.5K———
Birchcreek Wealth Management, LLC
N/A—8,376-8,376-100%$572.0K———
Anchor Bay Capital, Inc.
N/A—8,318-8,318-100%$558.6K———
Empower Advisory Group, LLC
N/A—8,213-8,213-100%$560.9K———
Kidder Stephen W
N/A—8,157-8,157-100%$557.0K———
Rowlandmiller & Partners.adv
N/A—8,145-8,145-100%$556.2K———
Lionhunter Capital Management, LLC
N/A—8,022-8,022-100%$547.8K———
Graver Capital Management, LLC
N/A—8,000-8,000-100%$546.3K———
Composition Wealth, LLC
N/A—7,995-7,995-100%$546.0K———
Allianz SE
N/A—7,980-7,980-100%$545.0K———
Schonfeld Strategic Advisors LLC
N/A—7,968-7,968-100%$544.1K———
FourThought Financial Partners, LLC
N/A—7,961-7,961-100%$543.6K———
Red Door Wealth Management, LLC
N/A—7,870-7,870-100%$537.5K———
NorthCoast Asset Management LLC
N/A—7,580-7,580-100%$517.7K———
Ameritas Investment Partners, Inc.
N/A—7,543-7,543-100%$515.1K———
Olde Wealth Management, LLC
N/A—7,417-7,417-100%$506.0K———
Westwood Holdings Group Inc
N/A—7,413-7,413-100%$506.2K———
Beacon Investment Advisors LLC
N/A—7,410-7,410-100%$506.1K———
Vista Investment Management
N/A—7,406-7,406-100%$505.8K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—7,406-7,406-100%$505.8K———
McMillan Office, Inc.
N/A—7,393-7,393-100%$504.9K———
Capital Analysts, LLC
N/A—7,289-7,289-100%$493.0K———
Bay Rivers Group
N/A—7,263-7,263-100%$496.0K———
Hexagon Capital Partners LLC
N/A—7,135-7,135-100%$487.2K———
PCM Encore, LLC
N/A—7,099-7,099-100%$484.8K———
Z3 Capital Partners, LLC
N/A—7,032-7,032-100%$480.2K———
Stokes Family Office, LLC
N/A—6,958-6,958-100%$475.2K———
1ST Source Bank
N/A—6,947-6,947-100%$474.4K———
Campbell Deegan Wealth Management, LLC
N/A—6,943-6,943-100%$474.1K———
Wellspring Financial Advisors, LLC
N/A—6,939-6,939-100%$474.5K———
Panagora Asset Management Inc
N/A—6,929-6,929-100%$473.2K———
Mutual Advisors, LLC
N/A—6,847-6,847-100%$467.6K———
Commerzbank Aktiengesellschaft
N/A—6,776-6,776-100%$463.0K———
Continuum Advisory, LLC
N/A—6,764-6,764-100%$461.9K———
Engineers Gate Manager LP
N/A—6,703-6,703-100%$457.7K———
Quotient Wealth Partners, LLC
N/A—6,518-6,518-100%$445.1K———
Fiduciary Group, LLC
N/A—6,481-6,481-100%$442.6K———
Berger Financial Group, Inc
N/A—6,450-6,450-100%$440.4K———
Eventide Asset Management, LLC
N/A—6,371-6,371-100%$440.7K———
Moneta Group Investment Advisors LLC
N/A—6,288-6,288-100%$429.4K———
Johnson Investment Counsel Inc
N/A—6,214-6,214-100%$424.4K———
Members Trust Co
N/A—6,142-6,142-100%$419.4K———
Kovack Advisors, Inc.
N/A—6,089-6,089-100%$412.8K———
Kintra Wealth, LLC
N/A—5,996-5,996-100%$411.0K———
Main Street Financial Solutions, LLC
N/A—5,973-5,973-100%$407.9K———
Pure Financial Advisors, LLC
N/A—5,934-5,934-100%$405.2K———
Sfmg, LLC
N/A—5,888-5,888-100%$402.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,811-5,811-100%$396.9K———
ST Germain D J Co Inc
N/A—5,807-5,807-100%$396.6K———
Ancora Advisors LLCA
N/A—5,805-5,805-100%$396.4K———
Monetary Management Group Inc
N/A—5,779-5,779-100%$394.6K———
Sequent Planning LLC
N/A—5,764-5,764-100%$393.7K———
United Bank
N/A—5,714-5,714-100%$390.2K———
SCS Capital Management LLC
N/A—5,703-5,703-100%$389.5K———
Xcelsior Advisor Partners LLC
N/A—5,693-5,693-100%$388.8K———
Stonebridge Financial Group, LLC / MO
N/A—5,654-5,654-100%$386.1K———
Checchi Capital Advisers, LLC
N/A—5,633-5,633-100%$384.7K———
NorthRock Partners, LLC
N/A—5,629-5,629-100%$384.4K———
CreativeOne Wealth, LLC
N/A—5,572-5,572-100%$380.5K———
Siemens Fonds Invest GmbH
N/A—5,468-5,468-100%$373.4K———
Lcnb Corp
N/A—5,431-5,431-100%$370.9K———
Scotia Capital Inc.
N/A—5,407-5,407-100%$369.3K———
Bellars Harris Wealth Management, LLC
N/A—5,371-5,371-100%$366.8K———
Jaffetilchin Investment Partners, LLC
N/A—5,316-5,316-100%$363.0K———
Wealth Alliance, LLC
N/A—5,164-5,164-100%$352.7K———
L2 Asset Management, LLC
N/A—5,022-5,022-100%$343.0K———
Thomasville National Bank
N/A—5,021-5,021-100%$342.9K———
Hilltop Holdings Inc.
N/A—5,019-5,019-100%$342.7K———
Tiaa Wealth Investment Management LLC
N/A—4,973-4,973-100%$340.3K———
Kinloch Capital, LLC
N/A—4,942-4,942-100%$337.5K———
Campion Asset Management
N/A—4,851-4,851-100%$331.3K———
Rench Wealth Management, Inc.
N/A—4,805-4,805-100%$328.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—4,804-4,804-100%$328.1K———
Arvest Bank Trust Division
N/A—4,712-4,712-100%$321.8K———
Pursuit Wealth Strategies, LLC
N/A—4,704-4,704-100%$321.3K———
Northwest Bancshares, Inc.
N/A—4,679-4,679-100%$319.5K———
Headinvest, LLC
N/A—4,652-4,652-100%$317.7K———
Whittier Trust Co
N/A—4,610-4,610-100%$319.3K———
one8zero8, LLC
N/A—4,559-4,559-100%$311.3K———
Norris Financial Group, LLC
N/A—4,530-4,530-100%$309.4K———
Shelton Capital Management
N/A—4,441-4,441-100%$303.3K———
Alpine Global Management, LLC
N/A—4,402-4,402-100%$300.6K———
Novak & Powell Financial Services, Inc.
N/A—4,340-4,340-100%$296.4K———
Second Half Financial Partners, LLC
N/A—4,320-4,320-100%$295.0K———
Evolve Private Wealth, LLC
N/A—4,295-4,295-100%$293.3K———
Fourth Dimension Wealth, LLC
N/A—4,203-4,203-100%$287.0K———
Steelhead Wealth Management LLC
N/A—4,078-4,078-100%$278.0K———
Harvest Management LLC
N/A—4,000-4,000-100%$273.2K———
Rithm Capital Corp.
N/A—4,000-4,000-100%$273.2K———
Gladstone Institutional Advisory LLC
N/A—3,982-3,982-100%$271.9K———
Hamilton Wealth, LLC
N/A—3,973-3,973-100%$271.3K———
Meiji Yasuda Asset Management Co Ltd.
N/A—3,891-3,891-100%$265.7K———
LOS Angeles Capital Management LLC
N/A—3,873-3,873-100%$264.5K———
Modern Wealth Management, LLC
N/A—3,864-3,864-100%$263.9K———
Strategic Investment Advisors / MI
N/A—3,783-3,783-100%$258.3K———
Old North State Trust, LLC
N/A—3,767-3,767-100%$257.0K———
GTS Securities LLC
N/A—3,709-3,709-100%$253.3K———
Federated Hermes, Inc.
N/A—3,676-3,676-100%$251.0K———
Granite Bay Wealth Management, LLC
N/A—3,674-3,674-100%$251.0K———
MJP Associates Inc
N/A—3,665-3,665-100%$250.3K———
Farmers National Bank
N/A—3,650-3,650-100%$249.3K———
AlphaGrep UK Ltd
N/A—3,647-3,647-100%$249.1K———
Tower Bridge Advisors
N/A—3,644-3,644-100%$248.8K———
Morton Community Bank
N/A—3,640-3,640-100%$248.6K———
Nalls Sherbakoff Group, LLC
N/A—3,600-3,600-100%$245.8K———
CVA Family Office, LLC
N/A—3,546-3,546-100%$242.2K———
Colonial Trust Co / SC
N/A—3,538-3,538-100%$241.6K———
DV Trading LLC
N/A—3,501-3,501-100%$239.1K———
Mathes Company, Inc.
N/A—3,500-3,500-100%$239.0K———
Athena Investment Management
N/A—3,457-3,457-100%$236.1K———
GeoWealth Management, LLC
N/A—3,449-3,449-100%$235.5K———
TRB Wealth Management, LLC
N/A—3,413-3,413-100%$233.1K———
Readystate Asset Management LP
N/A—3,407-3,407-100%$232.7K———
Flow Traders U.S. LLC
N/A—3,392-3,392-100%$232.0K———
Prasad Wealth Partners, LLC
N/A—3,392-3,392-100%$231.6K———
Berkshire Asset Management LLC
N/A—3,387-3,387-100%$231.3K———
Oxford Financial Group, Ltd. LLC
N/A—3,380-3,380-100%$230.8K———
Marex Group Ltd
N/A—3,352-3,352-100%$228.9K———
Intrust Bank NA
N/A—3,352-3,352-100%$228.9K———
Curi Capital, LLC
N/A—3,350-3,350-100%$228.8K———
Everpar Advisors LLC
N/A—3,320-3,320-100%$226.7K———
Fiduciary Trust Co
N/A—3,318-3,318-100%$226.6K———
Atlanta Consulting Group Advisors, LLC
N/A—3,312-3,312-100%$226.1K———
Colonial Trust Advisors
N/A—3,290-3,290-100%$224.7K———
Lafayette Investments, Inc.
N/A—3,281-3,281-100%$224.1K———
Front Row Advisors LLC
N/A—3,266-3,266-100%$222.4K———
Farringdon Capital, Ltd.
N/A—3,265-3,265-100%$223.0K———
Red Wave Investments LLC
N/A—3,258-3,258-100%$222.5K———
Pallas Capital Advisors LLC
N/A—3,210-3,210-100%$219.2K———
Envestnet Portfolio Solutions, Inc.
N/A—3,192-3,192-100%$218.0K———
Morris Financial Concepts, Inc.
N/A—3,163-3,163-100%$216.0K———
NorthStar Asset Management LLC
N/A—3,103-3,103-100%$211.9K———
IFC Advisors LLC
N/A—3,065-3,065-100%$209.3K———
Orleans Capital Management Corp
N/A—3,053-3,053-100%$208.5K———
Waterloo Capital, L.P.
N/A—3,050-3,050-100%$208.3K———
Fiducient Advisors LLC
N/A—3,032-3,032-100%$207.1K———
Proficio Capital Partners LLC
N/A—2,991-2,991-100%$204.3K———
Cascades Capital Asset Management, LLC
N/A—2,990-2,990-100%$204.2K———
Flputnam Investment Management Co
N/A—2,984-2,984-100%$203.8K———
E Fund Management Co., Ltd.
N/A—2,982-2,982-100%$203.6K———
WealthTrust Axiom LLC
N/A—2,979-2,979-100%$203.5K———
Steigerwald, Gordon & Koch Inc.
N/A—2,978-2,978-100%$203.3K———
Widmann Financial Services, Inc.
N/A—2,961-2,961-100%$202.2K———
RB Capital Management, LLC
N/A—2,961-2,961-100%$202.2K———
Providence Capital Advisors, LLC
N/A—2,839-2,839-100%$193.9K———
Basecamp Wealth Advisors LLC
N/A—2,825-2,825-100%$192.9K———
Bartlett & Co. Wealth Management LLC
N/A—2,733-2,733-100%$186.6K———
Delta Asset Management LLC
N/A—2,544-2,544-100%$173.7K———
HHM Wealth Advisors, LLC
N/A—2,503-2,503-100%$170.9K———
Cyber Hornet ETFs LLC
N/A—2,394-2,394-100%$163.5K———
GW&K Investment Management, LLC
N/A—2,360-2,360-100%$161.0K———
Crews Bank & Trust
N/A—2,257-2,257-100%$154.1K———
BNP Paribas
N/A—2,200-2,200-100%$149.9K———
Ankerstar Wealth, LLC
N/A—2,110-2,110-100%$144.2K———
Sittner & Nelson, LLC
N/A—2,107-2,107-100%$143.9K———
Avalon Trust Co
N/A—2,080-2,080-100%$142.0K———
Transamerica Financial Advisors, LLC
N/A—1,920-1,920-100%$131.1K———
Financial Gravity Companies, Inc.
N/A—1,757-1,757-100%$120.0K———
Glen Eagle Advisors, LLC
N/A—1,737-1,737-100%$118.6K———
SHP Wealth Management
N/A—1,659-1,659-100%$113.3K———
Crewe Advisors LLC
N/A—1,657-1,657-100%$113.2K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,600-1,600-100%$109.3K———
Optiver Holding B.V.
N/A—1,548-1,548-100%$105.7K———
Cary Street Partners Investment Advisory LLC
N/A—1,541-1,541-100%$105.3K———
FWL Investment Management, LLC
N/A—1,490-1,490-100%$101.8K———
Walleye Capital LLC
N/A—1,294-1,294-100%$88.4K———
Logan Capital Management Inc
N/A—1,250-1,250-100%$85.4K———
Parvin Asset Management, LLC
N/A—1,200-1,200-100%$81.9K———
Ostrum Asset Management
N/A—1,162-1,162-100%$79.4K———
Millstone Evans Group, LLC
N/A—1,142-1,142-100%$78.0K———
Bruce G. Allen Investments, LLC
N/A—1,120-1,120-100%$76.5K———
SOA Wealth Advisors, Llc.
N/A—1,004-1,004-100%$68.5K———
LRI Investments, LLC
N/A—978-978-100%$66.8K———
Aventura Private Wealth, LLC
N/A—973-973-100%$66.4K———
Kerr Financial Planning Corp
N/A—954-954-100%$65.1K———
Regatta Research & Money Management
N/A—943-943-100%$64.3K———
Leo H. Evart, Inc.
N/A—928-928-100%$63.3K———
Swan Capital LLC
N/A—922-922-100%$63.0K———
Webster Bank, N. A.
N/A—846-846-100%$57.8K———
JPL Wealth Management, LLC
N/A—844-844-100%$57.6K———
Keating Financial Advisory Services, Inc.
N/A—736-736-100%$50.3K———
Corsicana & Co.
N/A—725-725-100%$49.5K———
Tiaa Trust, National Association
N/A—700-700-100%$47.8K———
Fiduciary Financial Advisors
N/A—611-611-100%$41.7K———
Copos Capital B.V.
N/A—594-594-100%$40.6K———
VSM Wealth Advisory, LLC
N/A—522-522-100%$35.7K———
Burnham & Co LLC
N/A—500-500-100%$34.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—494-494-100%$33.8K———
Ossiam
N/A—483-483-100%$33.0K———
New Age Alpha Advisors, LLC
N/A—465-465-100%$31.8K———
Frazier Financial Advisors, LLC
N/A—457-457-100%$31.2K———
Sachetta, LLC
N/A—432-432-100%$29.5K———
Vanguard National Trust Co
N/A—429-429-100%$29.3K———
Capula Management Ltd
N/A—372-372-100%$25.4K———
Strategic Investment Solutions, Inc.
N/A—356-356-100%$24.3K———
SIT Investment Associates Inc
N/A—349-349-100%$24.0K———
Bank of the Bluegrass & Trust Co.
N/A—322-322-100%$19.5K———
ESL Trust Services, LLC
N/A—300-300-100%$20.5K———
Investors Portfolio Services LLC
N/A—300-300-100%$20.5K———
Westfuller Advisors, LLC
N/A—287-287-100%$19.6K———
S&T Bank
N/A—285-285-100%$19.5K———
Johnson Financial Group, Inc.
N/A—275-275-100%$18.8K———
BOK Financial Private Wealth, Inc.
N/A—263-263-100%$18.0K———
Cornerstone Financial Management LLC
N/A—255-255-100%$17.4K———
Cbiz Investment Advisory Services, LLC
N/A—250-250-100%$15.5K———
Pingora Partners LLC
N/A—235-235-100%$16.0K———
Ameriflex Group, Inc.
N/A—222-222-100%$15.2K———
Prestige Wealth Management Group LLC
N/A—214-214-100%$14.6K———
1015 Capital Partners, LLC
N/A—204-204-100%$13.9K———
Operose Advisors LLC
N/A—200-200-100%$13.7K———
Boreal Capital Management LLC
N/A—190-190-100%$13.0K———
Ramirez Asset Management, Inc.
N/A—166-166-100%$11.3K———
Medallion Wealth Advisors, LLC
N/A—165-165-100%$11.3K———
Synergy Investment Management, LLC
N/A—145-145-100%$9.9K———
Prosperity Bancshares Inc
N/A—134-134-100%$9.2K———
Rialto Wealth Management, LLC
N/A—121-121-100%$8.3K———
Kilter Group LLC
N/A—115-115-100%$7.9K———
Raffa Wealth Management, LLC
N/A—103-103-100%$7.0K———
Measured Wealth Private Client Group, LLC
N/A—91-91-100%$6.2K———
Allied Private Wealth LLC
N/A—89-89-100%$6.2K———
Dunhill Financial, LLC
N/A—82-82-100%$5.6K———
Strategic Wealth Partners, Ltd.
N/A—72-72-100%$4.9K———
Penserra Capital Management LLC
N/A—72-72-100%$4———
Ogorek Anthony Joseph
N/A—65-65-100%$4———
Beaird Harris Wealth Management, LLC
N/A—62-62-100%$4.2K———
Benson Wealth Management Inc
N/A—60-60-100%$4.1K———
Basepoint Wealth LLC
N/A—58-58-100%$3.9K———
EFG International AG
N/A—52-52-100%$3.6K———
HFM Investment Advisors, LLC
N/A—31-31-100%$2.1K———
Mpwm Advisory Solutions, LLC
N/A—29-29-100%$2.0K———
Graney & King, LLC
N/A—22-22-100%$1.5K———
MidFirst Bank
N/A—14-14-100%$956———
PIN OAK Investment Advisors Inc
N/A—12-12-100%$1———
Aberdeen Wealth Management LLC
N/A—10-10-100%$683———
Seneschal Advisors, LLC
N/A—10-10-100%$683———
E Fund Management (Hong Kong) Co., Ltd.
N/A—6-6-100%$410———
IMA Advisory Services, Inc.
N/A—3-3-100%$205———
Meeder Asset Management Inc
N/A—1-1-100%$68———
Showing 1608 of 1608 institutions