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Duke Energy Corp (DUK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares20,768,089 from 20,367,382
Change+400,707 (+2%)
Value$2.4B (-$209.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares4,708,872 from 4,784,956
Change-76,084 (-2%)
Value$536.9M (-$68.8M)
Filed 2026-11-05
Amundi
INCREASED
Shares3,116,344 from 2,468,776
Change+647,568 (+26%)
Value$355.3M (+$42.8M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares2,641,966 from 2,563,597
Change+78,369 (+3%)
Value$301.2M (-$23.3M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares2,534,902 from 2,055,125
Change+479,777 (+23%)
Value$289.0M (+$28.9M)
Filed 2026-11-06
MacKenzie Financial Corp
DECREASED
Shares2,417,010 from 2,515,500
Change-98,490 (-4%)
Value$275.6M (-$42.8M)
Filed 2026-11-02
Dimensional Fund Advisors LP
INCREASED
Shares2,154,184 from 2,146,529
Change+7,655 (+0%)
Value$245.6M (-$26.2M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,034,425 from 1,931,704
Change+102,721 (+5%)
Value$231.9M (-$12.6M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,708,214 from 1,756,974
Change-48,760 (-3%)
Value$194.8M (-$27.6M)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares1,339,925 from 1,341,500
Change-1,575 (0%)
Value$152.8M (-$17.0M)
Filed 2026-11-05
Sarasin & Partners LLP
DECREASED
Shares1,252,080 from 1,283,213
Change-31,133 (-2%)
Value$142.7M (-$19.7M)
Filed 2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares1,250,412 from 1,240,257
Change+10,155 (+1%)
Value$142.6M (-$14.4M)
Filed 2026-11-03
Russell Investments Group, Ltd.
DECREASED
Shares1,201,449 from 1,353,044
Change-151,595 (-11%)
Value$137.0M (-$34.3M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares1,191,267 from 1,841,739
Change-650,472 (-35%)
Value$135.8M (-$97.3M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares954,512 from 665,748
Change+288,764 (+43%)
Value$109.6M (+$38.4M)
Filed 2026-10-13
Principal Financial Group Inc
DECREASED
Shares915,242 from 1,022,750
Change-107,508 (-11%)
Value$104.3M (-$25.1M)
Filed 2026-11-02
Antipodes Partners Ltd
INCREASED
Shares824,654 from 813,926
Change+10,728 (+1%)
Value$94.0M (-$9.0M)
Filed 2026-11-05
Duff & Phelps Investment Management Co
INCREASED
Shares808,491 from 807,284
Change+1,207 (+0%)
Value$92.2M (-$10.0M)
Filed 2026-11-06
Cincinnati Insurance Co
UNCHANGED
Shares794,816 from 794,816
Change0 (0%)
Value$90.6M (-$10.0M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares741,692 from 723,390
Change+18,302 (+3%)
Value$84.6M (-$7.0M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares701,638 from 731,800
Change-30,162 (-4%)
Value$80.0M (-$12.6M)
Filed 2026-11-05
Virginia Retirement Systems ET Al
UNCHANGED
Shares700,405 from 700,405
Change0 (0%)
Value$79.9M (-$8.8M)
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares545,717 from 554,986
Change-9,269 (-2%)
Value$62.2M (-$8.0M)
Filed 2026-11-06
New York State Teachers Retirement System
DECREASED
Shares541,668 from 582,217
Change-40,549 (-7%)
Value$61.8M (-$11.9M)
Filed 2026-10-22
Fort Washington Investment Advisors Inc
INCREASED
Shares540,832 from 540,109
Change+723 (+0%)
Value$61.7M (-$6.7M)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares526,854 from 516,212
Change+10,642 (+2%)
Value$60.1M (-$5.5M)
Filed 2026-10-29
Creative Planning
INCREASED
Shares504,515 from 498,222
Change+6,293 (+1%)
Value$57.5M (-$5.5M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares500,129 from 522,110
Change-21,981 (-4%)
Value$57.0M (-$9.1M)
Filed 2026-11-02
CIBC Asset Management Inc
DECREASED
Shares441,495 from 456,324
Change-14,829 (-3%)
Value$50.3M (-$7.4M)
Filed 2026-11-05
Vaughan David Investments LLC
INCREASED
Shares432,845 from 425,122
Change+7,723 (+2%)
Value$49.3M (-$4.5M)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares431,411 from 429,881
Change+1,530 (+0%)
Value$49.2M (-$5.2M)
Filed 2026-11-04
Robeco Institutional Asset Management B.V.
INCREASED
Shares429,597 from 254,403
Change+175,194 (+69%)
Value$49.0M (+$16.8M)
Filed 2026-10-20
Pictet Asset Management Holding SA
INCREASED
Shares422,475 from 375,615
Change+46,860 (+12%)
Value$48.2M (+$621.0K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares408,997 from 390,466
Change+18,531 (+5%)
Value$46.5M (-$2.6M)
Filed 2026-11-04
Asset Management One Co., Ltd.
INCREASED
Shares390,695 from 378,266
Change+12,429 (+3%)
Value$44.5M (-$3.3M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares368,982 from 362,207
Change+6,775 (+2%)
Value$42.1M (-$3.8M)
Filed 2026-11-02
Old Republic International Corp
DECREASED
Shares349,964 from 383,196
Change-33,232 (-9%)
Value$39.9M (+$39.9M)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares326,007 from 342,686
Change-16,679 (-5%)
Value$37.2M (-$6.2M)
Filed 2026-11-05
Assenagon Asset Management S.A.
DECREASED
Shares289,696 from 1,056,922
Change-767,226 (-73%)
Value$33.0M (-$100.8M)
Filed 2026-10-15
Oak Grove Capital LLC
INCREASED
Shares278,361 from 212,611
Change+65,750 (+31%)
Value$31.7M (+$4.8M)
Filed 2026-10-09
IFM Investors Pty Ltd
INCREASED
Shares250,870 from 236,761
Change+14,109 (+6%)
Value$28.6M (-$1.4M)
Filed 2026-10-14
State of New Jersey Common Pension Fund D
UNCHANGED
Shares249,232 from 249,232
Change0 (0%)
Value$28.4M (-$3.1M)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares236,001 from 206,360
Change+29,641 (+14%)
Value$26.9M (+$785.4K)
Filed 2026-11-02
Davenport & Co LLC
INCREASED
Shares230,839 from 229,280
Change+1,559 (+1%)
Value$26.3M (-$2.7M)
Filed 2026-10-14
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares226,806 from 226,806
Change0 (0%)
Value$25.9M (-$2.9M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares224,027 from 221,903
Change+2,124 (+1%)
Value$25.5M (-$2.5M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares216,515 from 215,940
Change+575 (+0%)
Value$24.7M (-$2.6M)
Filed 2026-11-03
CapWealth Advisors, LLC
INCREASED
Shares215,220 from 213,853
Change+1,367 (+1%)
Value$24.5M (-$2.5M)
Filed 2026-10-05
Eurizon Capital SGR S.p.A.
INCREASED
Shares215,069 from 191,381
Change+23,688 (+12%)
Value$24.5M (+$272.1K)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares214,317 from 217,905
Change-3,588 (-2%)
Value$24.4M (-$3.1M)
Filed 2026-10-28
Arbejdsmarkedets Tillaegspension
DECREASED
Shares213,300 from 227,300
Change-14,000 (-6%)
Value$24.3M (-$4.5M)
Filed 2026-10-30
Exchange Traded Concepts, LLC
DECREASED
Shares209,748 from 430,266
Change-220,518 (-51%)
Value$23.9M (-$30.5M)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares207,109 from 176,604
Change+30,505 (+17%)
Value$23.6M (+$1.3M)
Filed 2026-11-03
Godsey & Gibb, Inc
INCREASED
Shares203,310 from 202,322
Change+988 (+0%)
Value$23.2M (-$2.4M)
Filed 2026-10-14
Swiss Life Asset Management Ltd
INCREASED
Shares201,511 from 147,934
Change+53,577 (+36%)
Value$23.0M (+$4.2M)
Filed 2026-11-03
Illinois Municipal Retirement Fund
DECREASED
Shares199,561 from 214,944
Change-15,383 (-7%)
Value$22.8M (-$4.5M)
Filed 2026-11-05
State of Michigan Retirement System
DECREASED
Shares195,936 from 199,636
Change-3,700 (-2%)
Value$22.3M (-$2.9M)
Filed 2026-10-27
DekaBank Deutsche Girozentrale
DECREASED
Shares192,100 from 208,291
Change-16,191 (-8%)
Value$22.0M (+$22.0M)
Filed 2026-10-27
Stack Financial Management, Inc
DECREASED
Shares190,484 from 192,456
Change-1,972 (-1%)
Value$21.7M (-$2.6M)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares183,458 from 179,929
Change+3,529 (+2%)
Value$23.2M (+$446.8K)
Filed 2026-11-06
Laurel Wealth Advisors LLC
INCREASED
Shares182,814 from 163,580
Change+19,234 (+12%)
Value$20.8M (+$136.7K)
Filed 2026-10-27
Calamos Advisors LLC
INCREASED
Shares172,032 from 168,552
Change+3,480 (+2%)
Value$19.6M (-$1.7M)
Filed 2026-11-02
UMB Bank, n.a.
DECREASED
Shares171,056 from 175,888
Change-4,832 (-3%)
Value$19.5M (-$2.8M)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares169,791 from 169,854
Change-63 (0%)
Value$19.4M (-$2.1M)
Filed 2026-10-27
Retirement Systems of Alabama
DECREASED
Shares163,511 from 163,776
Change-265 (0%)
Value$18.6M (-$2.1M)
Filed 2026-11-04
Woodmont Investment Counsel LLC
INCREASED
Shares161,845 from 160,072
Change+1,773 (+1%)
Value$18.5M (-$1.8M)
Filed 2026-10-29
Payden & Rygel
DECREASED
Shares159,140 from 193,110
Change-33,970 (-18%)
Value$18.1M (-$6.3M)
Filed 2026-10-28
Xponance LLC
INCREASED
Shares157,452 from 143,062
Change+14,390 (+10%)
Value$18.0M (-$157.7K)
Filed 2026-11-03
Canal Insurance Co
UNCHANGED
Shares150,166 from 150,166
Change0 (0%)
Value$17.1M (-$1.9M)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares149,572 from 190,433
Change-40,861 (-21%)
Value$17.1M (-$7.1M)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED
Shares148,337 from 147,127
Change+1,210 (+1%)
Value$16.9M (-$1.7M)
Filed 2026-10-16
Assetmark, Inc
INCREASED
Shares145,656 from 138,356
Change+7,300 (+5%)
Value$16.6M (-$906.8K)
Filed 2026-10-21
Neos Investment Management LLC
INCREASED
Shares145,504 from 126,358
Change+19,146 (+15%)
Value$16.6M (+$594.5K)
Filed 2026-11-04
Daiwa Securities Group Inc.
DECREASED
Shares145,185 from 180,307
Change-35,122 (-19%)
Value$16.6M (-$6.3M)
Filed 2026-10-29
Willis Investment Counsel
DECREASED
Shares145,137 from 160,137
Change-15,000 (-9%)
Value$16.5M (-$3.7M)
Filed 2026-10-20
First Citizens Bank & Trust Co
DECREASED
Shares143,815 from 171,548
Change-27,733 (-16%)
Value$16.4M (-$5.3M)
Filed 2026-10-14
Rakuten Investment Management, Inc.
INCREASED
Shares139,941 from 127,432
Change+12,509 (+10%)
Value$16.0M (-$370.7K)
Filed 2026-10-30
Nykredit A/S
INCREASED
Shares139,289 from 135,138
Change+4,151 (+3%)
Value$15.9M (-$1.2M)
Filed 2026-11-06
Bokf, NA
DECREASED
Shares136,714 from 166,096
Change-29,382 (-18%)
Value$15.6M (-$5.4M)
Filed 2026-10-27
Midwest Trust Co
INCREASED
Shares135,514 from 134,656
Change+858 (+1%)
Value$15.4M (-$1.6M)
Filed 2026-10-22
Cadinha & Co LLC
INCREASED
Shares134,199 from 134,049
Change+150 (+0%)
Value$15.3M (-$1.7M)
Filed 2026-10-22
United Capital Management of KS, Inc.
INCREASED
Shares132,938 from 127,657
Change+5,281 (+4%)
Value$15.2M (-$1.0M)
Filed 2026-11-04
Amalgamated Bank
DECREASED
Shares132,478 from 136,338
Change-3,860 (-3%)
Value$15.1M (-$2.2M)
Filed 2026-10-23
CWA Asset Management Group, LLC
DECREASED
Shares131,589 from 131,791
Change-202 (0%)
Value$15.0M (-$1.7M)
Filed 2026-10-19
iA Global Asset Management Inc.
DECREASED
Shares131,326 from 153,077
Change-21,751 (-14%)
Value$15.0M (-$4.4M)
Filed 2026-10-29
Strs Ohio
DECREASED
Shares128,605 from 143,043
Change-14,438 (-10%)
Value$14.7M (-$3.4M)
Filed 2026-10-30
Randolph Co Inc
INCREASED
Shares126,775 from 126,367
Change+408 (+0%)
Value$14.5M (-$1.5M)
Filed 2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares124,319 from 122,435
Change+1,884 (+2%)
Value$14.2M (-$1.3M)
Filed 2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares123,630 from 129,537
Change-5,907 (-5%)
Value$14.1M (-$2.3M)
Filed 2026-10-19
ProShare Advisors LLC
DECREASED
Shares123,005 from 123,735
Change-730 (-1%)
Value$14.0M (-$1.6M)
Filed 2026-10-29
Wedge Capital Management L L P
INCREASED
Shares121,346 from 1,674
Change+119,672 (+7149%)
Value$13.8M (+$13.6M)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares120,779 from 77,815
Change+42,964 (+55%)
Value$13.8M (+$3.9M)
Filed 2026-11-06
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares108,444 from 105,977
Change+2,467 (+2%)
Value$12.4M (-$1.1M)
Filed 2026-10-21
New York Life Investment Management LLC
DECREASED
Shares108,441 from 108,609
Change-168 (0%)
Value$12.4M (-$1.4M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares104,706 from 113,610
Change-8,904 (-8%)
Value$11.9M (-$2.4M)
Filed 2026-10-16
Tectonic Advisors LLC
INCREASED
Shares103,251 from 95,497
Change+7,754 (+8%)
Value$11.8M (-$316.3K)
Filed 2026-10-22
Guardian Partners Inc.
DECREASED
Shares103,021 from 103,543
Change-522 (0%)
Value$11.7M (-$1.4M)
Filed 2026-10-21
Oak Harvest Investment Services
INCREASED
Shares101,750 from 97,620
Change+4,130 (+4%)
Value$11.6M (-$756.2K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares101,238 from 95,906
Change+5,332 (+6%)
Value$11.5M (-$597.8K)
Filed 2026-11-04
UniSuper Management Pty Ltd
INCREASED
Shares97,764 from 85,964
Change+11,800 (+14%)
Value$11.1M (+$264.8K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares96,972 from 76,905
Change+20,067 (+26%)
Value$11.1M (+$1.3M)
Filed 2026-10-08
First Horizon Corp
INCREASED
Shares96,667 from 95,007
Change+1,660 (+2%)
Value$11.0M (-$1.0M)
Filed 2026-10-26
Yousif Capital Management, LLC
INCREASED
Shares96,633 from 95,634
Change+999 (+1%)
Value$11.0M (-$1.1M)
Filed 2026-10-22
Vise Technologies, Inc.
DECREASED
Shares96,015 from 100,970
Change-4,955 (-5%)
Value$10.9M (-$1.8M)
Filed 2026-10-29
Oregon Public Employees Retirement Fund
DECREASED
Shares95,867 from 95,873
Change-6 (0%)
Value$10.9M (-$1.2M)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares95,683 from 91,614
Change+4,069 (+4%)
Value$10.9M (-$687.7K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares92,725 from 88,049
Change+4,676 (+5%)
Value$10.6M (-$573.7K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares90,079 from 86,374
Change+3,705 (+4%)
Value$10.3M (-$664.5K)
Filed 2026-10-30
Hennessy Advisors Inc
INCREASED
Shares89,987 from 89,187
Change+800 (+1%)
Value$10.3M (-$1.0M)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED
Shares88,245 from 86,700
Change+1,545 (+2%)
Value$10.1M (-$913.7K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
DECREASED
Shares85,140 from 85,648
Change-508 (-1%)
Value$9.7M (-$1.1M)
Filed 2026-11-05
Advocate Group LLC
INCREASED
Shares84,718 from 78,306
Change+6,412 (+8%)
Value$9.7M (-$253.3K)
Filed 2026-10-19
Bell Bank
INCREASED
Shares84,492 from 82,648
Change+1,844 (+2%)
Value$9.6M (-$828.7K)
Filed 2026-10-21
Tompkins Financial Corp
INCREASED
Shares81,282 from 80,865
Change+417 (+1%)
Value$9.3M (-$968.9K)
Filed 2026-10-05
Romano Brothers and Company
DECREASED
Shares80,459 from 80,941
Change-482 (-1%)
Value$9.2M (-$1.1M)
Filed 2026-10-22
Intact Investment Management Inc.
DECREASED
Shares79,860 from 82,200
Change-2,340 (-3%)
Value$9.1M (-$1.3M)
Filed 2026-11-03
Mutual of America Capital Management LLC
DECREASED
Shares79,737 from 80,322
Change-585 (-1%)
Value$9.1M (-$1.1M)
Filed 2026-10-23
Florida Trust Wealth Management Co
INCREASED
Shares78,468 from 76,697
Change+1,771 (+2%)
Value$8.9M (-$762.2K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares77,486 from 70,386
Change+7,100 (+10%)
Value$8.8M (-$75.4K)
Filed 2026-11-06
Advisors Management Group Inc
DECREASED
Shares76,609 from 76,759
Change-150 (0%)
Value$8.7M (-$982.0K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares76,558 from 77,585
Change-1,027 (-1%)
Value$8.7M (-$1.1M)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares76,269 from 70,498
Change+5,771 (+8%)
Value$8.7M (-$229.0K)
Filed 2026-10-22
AGF Management LTD
INCREASED
Shares74,437 from 55,807
Change+18,630 (+33%)
Value$8.5M (+$1.4M)
Filed 2026-11-03
Union Bancaire Privee, UBP SA
DECREASED
Shares73,946 from 123,711
Change-49,765 (-40%)
Value$12.8M (-$5.1M)
Filed 2026-11-04
State of Alaska, Department of Revenue
DECREASED
Shares73,859 from 76,386
Change-2,527 (-3%)
Value$8.4M (-$1.2M)
Filed 2026-10-15
Camden National Bank
DECREASED
Shares72,820 from 73,855
Change-1,035 (-1%)
Value$8.3M (-$1.0M)
Filed 2026-11-02
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares71,273 from 71,273
Change0 (0%)
Value$8.1M (-$895.9K)
Filed 2026-10-30
ABN Amro Investment Solutions
INCREASED
Shares71,061 from 55,029
Change+16,032 (+29%)
Value$8.1M (+$1.1M)
Filed 2026-10-21
United Asset Strategies, Inc.
DECREASED
Shares69,037 from 111,547
Change-42,510 (-38%)
Value$7.9M (-$6.2M)
Filed 2026-10-28
Linscomb Wealth, Inc.
DECREASED
Shares67,943 from 68,815
Change-872 (-1%)
Value$7.7M (-$964.5K)
Filed 2026-11-05
Whitener Capital Management, Inc.
INCREASED
Shares66,711 from 65,330
Change+1,381 (+2%)
Value$7.6M (-$663.8K)
Filed 2026-10-15
Cincinnati Casualty Co
UNCHANGED
Shares66,300 from 66,300
Change0 (0%)
Value$7.6M (-$833.4K)
Filed 2026-11-03
Capital Investment Advisors, LLC
INCREASED
Shares65,503 from 64,945
Change+558 (+1%)
Value$7.5M (-$752.7K)
Filed 2026-10-22
Alps Advisors Inc
INCREASED
Shares65,243 from 62,696
Change+2,547 (+4%)
Value$7.4M (-$497.7K)
Filed 2026-11-03
Mather Group, Llc.
INCREASED
Shares64,668 from 35,549
Change+29,119 (+82%)
Value$7.4M (+$2.9M)
Filed 2026-10-14
Northside Capital Management, LLC
INCREASED
Shares63,604 from 63,557
Change+47 (+0%)
Value$7.3M (-$793.6K)
Filed 2026-10-13
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares63,369 from 63,369
Change0 (0%)
Value$7.2M (-$796.0K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares63,022 from 67,096
Change-4,074 (-6%)
Value$7.2M (-$1.3M)
Filed 2026-10-20
Money Concepts Capital Corp
INCREASED
Shares62,523 from 59,300
Change+3,223 (+5%)
Value$7.1M (-$378.0K)
Filed 2026-11-06
Ellsworth Advisors, LLC
INCREASED
Shares61,618 from 58,018
Change+3,600 (+6%)
Value$7.0M (-$188.9K)
Filed 2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares61,334 from 45,638
Change+15,696 (+34%)
Value$7.0M (+$1.2M)
Filed 2026-11-04
Cushing Asset Management, LP dba NXG Investment Management
UNCHANGED
Shares61,000 from 61,000
Change0 (0%)
Value$7.0M (-$766.8K)
Filed 2026-10-26
Welch & Forbes LLC
DECREASED
Shares60,827 from 61,942
Change-1,115 (-2%)
Value$6.9M (-$905.7K)
Filed 2026-11-04
Crossmark Global Holdings, Inc.
INCREASED
Shares60,090 from 56,438
Change+3,652 (+6%)
Value$6.9M (-$293.1K)
Filed 2026-10-21
Globalt Investments LLC / GA
DECREASED
Shares59,964 from 61,775
Change-1,811 (-3%)
Value$6.8M (-$983.0K)
Filed 2026-10-27
Pathway Financial Advisers, LLC
INCREASED
Shares59,748 from 58,552
Change+1,196 (+2%)
Value$6.8M (-$599.7K)
Filed 2026-10-27
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares59,651 from 57,544
Change+2,107 (+4%)
Value$6.8M (-$483.1K)
Filed 2026-10-09
Patten & Patten Inc
INCREASED
Shares59,620 from 59,258
Change+362 (+1%)
Value$6.8M (-$703.6K)
Filed 2026-10-26
Greystone Financial Group, LLC
INCREASED
Shares59,462 from 59,290
Change+172 (+0%)
Value$6.8M (-$725.7K)
Filed 2026-10-26
Gulf International Bank (UK) Ltd
UNCHANGED
Shares59,079 from 59,079
Change0 (0%)
Value$6.7M (-$743.0K)
Filed 2026-10-20
Fideuram Asset Management (Ireland) dac
INCREASED
Shares58,664 from 51,380
Change+7,284 (+14%)
Value$7.3M (+$764.5K)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares58,367 from 56,730
Change+1,637 (+3%)
Value$6.7M (-$526.4K)
Filed 2026-10-15
Park Avenue Securities LLC
DECREASED
Shares58,016 from 63,537
Change-5,521 (-9%)
Value$6.6M (-$1.4M)
Filed 2026-10-26
First Premier Bank
DECREASED
Shares56,573 from 58,451
Change-1,878 (-3%)
Value$6.4M (+$6.4M)
Filed 2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED
Shares56,359 from 54,470
Change+1,889 (+3%)
Value$6.4M (-$469.3K)
Filed 2026-10-14
Csenge Advisory Group
INCREASED
Shares56,128 from 55,255
Change+873 (+2%)
Value$6.4M (-$595.0K)
Filed 2026-11-04
BCM Advisors, LLC
DECREASED
Shares56,045 from 56,072
Change-27 (0%)
Value$7.1M (-$178.9K)
Filed 2026-11-03
Vontobel Holding Ltd.
INCREASED
Shares55,589 from 54,885
Change+704 (+1%)
Value$6.3M (-$609.6K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
DECREASED
Shares55,387 from 55,513
Change-126 (0%)
Value$6.3M (-$712.2K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares55,367 from 56,612
Change-1,245 (-2%)
Value$6.3M (-$853.5K)
Filed 2026-10-13
Richard C. Young & Co., Ltd.
INCREASED
Shares55,157 from 51,221
Change+3,936 (+8%)
Value$6.3M (-$195.1K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares55,086 from 51,199
Change+3,887 (+8%)
Value$6.3M (-$200.4K)
Filed 2026-11-03
Sky Investment Group LLC
INCREASED
Shares53,677 from 44,218
Change+9,459 (+21%)
Value$6.1M (+$522.6K)
Filed 2026-10-30
Washington Trust Bank
DECREASED
Shares53,631 from 54,513
Change-882 (-2%)
Value$6.1M (-$785.8K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares53,267 from 52,131
Change+1,136 (+2%)
Value$6.1M (-$526.0K)
Filed 2026-10-28
Smith Salley Wealth Management
DECREASED
Shares53,119 from 59,147
Change-6,028 (-10%)
Value$6.1M (-$1.4M)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares52,381 from 50,400
Change+1,981 (+4%)
Value$6.5M (+$31.9K)
Filed 2026-10-27
SevenBridge Financial Group, LLC
INCREASED
Shares51,602 from 48,130
Change+3,472 (+7%)
Value$6.3M (+$251.8K)
Filed 2026-10-26
Meyer Handelman Co
DECREASED
Shares51,584 from 52,277
Change-693 (-1%)
Value$5.9M (-$736.1K)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares51,368 from 63,028
Change-11,660 (-18%)
Value$6.5M (-$1.4M)
Filed 2026-11-04
Family Legacy, Inc.
INCREASED
Shares50,990 from 50,053
Change+937 (+2%)
Value$5.8M (-$522.3K)
Filed 2026-10-13
Quadcap Wealth Management, LLC
INCREASED
Shares50,788 from 49,824
Change+964 (+2%)
Value$5.8M (-$516.1K)
Filed 2026-11-02
Oak Thistle LLC
NEW
Shares50,737
Change+50,737
Value$5.8M
Filed 2026-10-21
Strategic Planning Group, LLC
INCREASED
Shares50,592 from 48,333
Change+2,259 (+5%)
Value$5.8M (-$350.1K)
Filed 2026-10-22
Occidental Asset Management, LLC
INCREASED
Shares50,242 from 45,753
Change+4,489 (+10%)
Value$5.7M (-$63.3K)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares50,072 from 50,890
Change-818 (-2%)
Value$5.7M (-$732.9K)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares49,996 from 49,600
Change+396 (+1%)
Value$5.7M (-$578.3K)
Filed 2026-10-23
Benedict Financial Advisors Inc
INCREASED
Shares49,769 from 49,700
Change+69 (+0%)
Value$5.7M (-$616.9K)
Filed 2026-10-07
Lockheed Martin Investment Management Co
DECREASED
Shares48,240 from 187,240
Change-139,000 (-74%)
Value$5.5M (-$18.2M)
Filed 2026-11-04
Maryland State Retirement & Pension System
INCREASED
Shares48,227 from 41,582
Change+6,645 (+16%)
Value$5.5M (+$234.9K)
Filed 2026-11-05
Pinkerton Wealth, LLC
INCREASED
Shares47,845 from 45,694
Change+2,151 (+5%)
Value$5.5M (-$528.3K)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares47,504 from 48,296
Change-792 (-2%)
Value$5.4M (-$698.0K)
Filed 2026-11-06
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares47,404 from 47,419
Change-15 (0%)
Value$5.4M (-$597.8K)
Filed 2026-11-03
Capital Investment Counsel, LLC
DECREASED
Shares46,865 from 47,824
Change-959 (-2%)
Value$5.3M (-$710.5K)
Filed 2026-10-14
Strategy Asset Managers LLC
INCREASED
Shares46,611 from 46,131
Change+480 (+1%)
Value$5.3M (-$525.1K)
Filed 2026-10-14
KMG Fiduciary Partners, LLC
DECREASED
Shares46,492 from 50,129
Change-3,637 (-7%)
Value$5.3M (-$1.0M)
Filed 2026-10-14
True Freedom Investing, LLC
INCREASED
Shares46,437 from 43,354
Change+3,083 (+7%)
Value$5.3M (-$382.4K)
Filed 2026-10-29
Stablepoint Partners, LLC
DECREASED
Shares44,952 from 45,150
Change-198 (0%)
Value$5.1M (-$590.1K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares44,648 from 42,686
Change+1,962 (+5%)
Value$5.1M (-$312.9K)
Filed 2026-10-13
Central Trust Co
INCREASED
Shares44,279 from 44,199
Change+80 (+0%)
Value$5.0M (-$546.4K)
Filed 2026-11-05
Vest Financial, LLC
DECREASED
Shares43,826 from 44,326
Change-500 (-1%)
Value$5.0M (-$614.2K)
Filed 2026-10-21
Strategic Wealth Investment Group, LLC
DECREASED
Shares43,727 from 48,303
Change-4,576 (-9%)
Value$5.0M (-$1.1M)
Filed 2026-10-29
Wasatch Advisors LP
INCREASED
Shares43,666 from 42,275
Change+1,391 (+3%)
Value$5.0M (-$372.8K)
Filed 2026-10-13
Asset One Wealth Management LLC
INCREASED
Shares43,618 from 37,143
Change+6,475 (+17%)
Value$5.0M (+$354.5K)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares43,283 from 46,544
Change-3,261 (-7%)
Value$4.9M (-$957.4K)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares42,868 from 41,174
Change+1,694 (+4%)
Value$4.9M (-$324.4K)
Filed 2026-10-16
Nisa Investment Advisors, LLC
DECREASED
Shares42,575 from 44,568
Change-1,993 (-4%)
Value$4.9M (-$787.4K)
Filed 2026-10-20
Tufton Capital Management
DECREASED
Shares42,166 from 42,390
Change-224 (-1%)
Value$4.8M (-$558.0K)
Filed 2026-10-20
Nixon Peabody Trust Co
INCREASED
Shares42,037 from 41,654
Change+383 (+1%)
Value$4.8M (-$479.9K)
Filed 2026-10-23
Hartford Investment Management Co
DECREASED
Shares41,824 from 43,058
Change-1,234 (-3%)
Value$4.8M (-$681.9K)
Filed 2026-11-04
Pegasus Asset Management, Inc.
INCREASED
Shares41,534 from 40,601
Change+933 (+2%)
Value$4.7M (-$404.0K)
Filed 2026-11-03
Royal Fund Management, LLC
INCREASED
Shares41,314 from 39,809
Change+1,505 (+4%)
Value$4.7M (-$328.8K)
Filed 2026-10-22
Woodard & Co Asset Management Group Inc
INCREASED
Shares41,309 from 36,961
Change+4,348 (+12%)
Value$4.7M (+$31.1K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares41,307 from 42,083
Change-776 (-2%)
Value$4.7M (-$617.5K)
Filed 2026-10-28
Vertrix Wealth Management, LLC
INCREASED
Shares41,282 from 40,989
Change+293 (+1%)
Value$4.7M (-$481.8K)
Filed 2026-10-13
Aull & Monroe Investment Management Corp
INCREASED
Shares41,138 from 40,184
Change+954 (+2%)
Value$4.7M (-$396.3K)
Filed 2026-10-16
Physicians Financial Services, Inc.
INCREASED
Shares41,117 from 40,921
Change+196 (+0%)
Value$4.7M (-$492.0K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares40,979 from 32,978
Change+8,001 (+24%)
Value$4.7M (+$497.6K)
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares40,826 from 42,015
Change-1,189 (-3%)
Value$4.7M (-$663.7K)
Filed 2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED
Shares40,771 from 39,752
Change+1,019 (+3%)
Value$4.6M (-$383.5K)
Filed 2026-10-26
Virginia Wealth Management Group, Inc.
INCREASED
Shares40,746 from 40,238
Change+508 (+1%)
Value$4.6M (-$447.9K)
Filed 2026-10-14
Cullinan Associates Inc
INCREASED
Shares40,668 from 36,953
Change+3,715 (+10%)
Value$4.6M (-$40.9K)
Filed 2026-11-03
SVB Wealth LLC
DECREASED
Shares40,484 from 42,831
Change-2,347 (-5%)
Value$4.6M (-$805.9K)
Filed 2026-11-06
Sigma Planning Corp
DECREASED
Shares39,944 from 40,177
Change-233 (-1%)
Value$4.6M (-$531.0K)
Filed 2026-10-23
Principle Wealth Partners LLC
DECREASED
Shares39,869 from 41,778
Change-1,909 (-5%)
Value$4.5M (-$742.7K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
DECREASED
Shares39,490 from 44,305
Change-4,815 (-11%)
Value$4.5M (-$1.1M)
Filed 2026-11-04
Cincinnati Financial Corp
UNCHANGED
Shares38,784 from 38,784
Change0 (0%)
Value$4.4M (-$487.5K)
Filed 2026-11-03
New Mexico Educational Retirement Board
UNCHANGED
Shares38,760 from 38,760
Change0 (0%)
Value$4.4M (-$487.0K)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED
Shares38,716 from 38,670
Change+46 (+0%)
Value$4.4M (-$480.8K)
Filed 2026-10-22
Trilogy Capital Inc.
INCREASED
Shares38,449 from 36,364
Change+2,085 (+6%)
Value$4.4M (-$219.4K)
Filed 2026-10-20
Louisiana State Employees Retirement System
DECREASED
Shares38,300 from 39,800
Change-1,500 (-4%)
Value$4.4M (-$671.3K)
Filed 2026-10-20
Iowa State Bank
DECREASED
Shares38,090 from 42,501
Change-4,411 (-10%)
Value$4.3M (-$1.0M)
Filed 2026-10-06
Philadelphia Trust Co
DECREASED
Shares38,080 from 48,569
Change-10,489 (-22%)
Value$4.3M (-$1.8M)
Filed 2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares37,765 from 93,335
Change-55,570 (-60%)
Value$4.3M (-$7.5M)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED
Shares37,563 from 26,993
Change+10,570 (+39%)
Value$4.3M (+$865.8K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares37,440 from 38,750
Change-1,310 (-3%)
Value$4.3M (-$636.4K)
Filed 2026-10-22
Townsend Asset Management Corp
DECREASED
Shares37,349 from 37,403
Change-54 (0%)
Value$4.3M (-$476.3K)
Filed 2026-10-29
First Bank & Trust
INCREASED
Shares37,042 from 36,350
Change+692 (+2%)
Value$4.2M (-$378.0K)
Filed 2026-10-19
Trust Co of Toledo NA
DECREASED
Shares36,736 from 36,950
Change-214 (-1%)
Value$4.2M (-$488.9K)
Filed 2026-10-16
Corda Investment Management, Llc.
INCREASED
Shares36,690 from 24,168
Change+12,522 (+52%)
Value$4.2M (+$1.1M)
Filed 2026-10-22
RMR Wealth Builders
INCREASED
Shares36,469 from 34,288
Change+2,181 (+6%)
Value$4.2M (-$182.4K)
Filed 2026-10-22
Constitution Capital LLC
INCREASED
Shares35,513 from 34,713
Change+800 (+2%)
Value$4.0M (-$345.1K)
Filed 2026-10-23
Davidson Capital Management Inc.
INCREASED
Shares35,367 from 34,433
Change+934 (+3%)
Value$4.0M (-$326.3K)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
DECREASED
Shares35,227 from 37,152
Change-1,925 (-5%)
Value$4.0M (-$686.5K)
Filed 2026-10-22
Northcape Wealth Management, LLC
DECREASED
Shares35,015 from 35,082
Change-67 (0%)
Value$4.0M (-$448.6K)
Filed 2026-11-04
Moneco Advisors, LLC
DECREASED
Shares34,479 from 37,747
Change-3,268 (-9%)
Value$3.9M (-$847.1K)
Filed 2026-11-05
Griffith & Werner, Inc.
INCREASED
Shares34,356 from 29,409
Change+4,947 (+17%)
Value$3.9M (+$194.0K)
Filed 2026-11-04
Plimoth Trust Co LLC
INCREASED
Shares34,170 from 34,152
Change+18 (+0%)
Value$3.9M (-$427.2K)
Filed 2026-10-26
Regions Financial Corp
DECREASED
Shares33,784 from 34,114
Change-330 (-1%)
Value$3.9M (-$466.4K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares33,713 from 25,694
Change+8,019 (+31%)
Value$5.1M (+$1.9M)
Filed 2026-10-16
Beacon Financial Group
DECREASED
Shares33,440 from 34,449
Change-1,009 (-3%)
Value$3.8M (-$548.1K)
Filed 2026-10-19
Retirement Planning Group, LLC
INCREASED
Shares33,372 from 31,992
Change+1,380 (+4%)
Value$3.8M (-$244.8K)
Filed 2026-10-19
Salem Investment Counselors Inc
INCREASED
Shares33,274 from 32,050
Change+1,224 (+4%)
Value$3.8M (-$263.4K)
Filed 2026-10-13
Orange Investment Advisors, Inc.
DECREASED
Shares33,233 from 33,777
Change-544 (-2%)
Value$3.8M (-$486.6K)
Filed 2026-10-23
Bahl & Gaynor LLC
DECREASED
Shares33,201 from 33,283
Change-82 (0%)
Value$3.8M (-$427.7K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares33,008 from 29,120
Change+3,888 (+13%)
Value$3.8M (+$77.2K)
Filed 2026-10-27
Townsend & Associates, Inc
INCREASED
Shares32,671 from 32,158
Change+513 (+2%)
Value$4.0M (-$78.5K)
Filed 2026-10-23
American Assets Investment Management, LLC
UNCHANGED
Shares32,666 from 32,666
Change0 (0%)
Value$3.7M (-$410.6K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED
Shares32,553 from 28,877
Change+3,676 (+13%)
Value$3.7M (+$56.1K)
Filed 2026-10-08
Caldwell Trust Co
DECREASED
Shares31,850 from 32,348
Change-498 (-2%)
Value$3.6M (-$463.4K)
Filed 2026-10-30
CGN Advisors LLC
DECREASED
Shares31,546 from 32,705
Change-1,159 (-4%)
Value$3.6M (-$543.3K)
Filed 2026-10-21
Old North State Wealth Management, LLC
INCREASED
Shares31,424 from 30,519
Change+905 (+3%)
Value$3.6M (-$281.1K)
Filed 2026-10-22
Apollon Financial, LLC
INCREASED
Shares31,390 from 28,780
Change+2,610 (+9%)
Value$3.6M (-$64.2K)
Filed 2026-10-23
Glenview Trust Co
DECREASED
Shares31,210 from 31,926
Change-716 (-2%)
Value$3.6M (-$482.9K)
Filed 2026-10-28
Argyle Capital Management, LLC
INCREASED
Shares31,134 from 31,009
Change+125 (+0%)
Value$3.5M (-$375.5K)
Filed 2026-10-28
Lynch & Associates
DECREASED
Shares30,631 from 31,308
Change-677 (-2%)
Value$3.5M (-$470.8K)
Filed 2026-10-13
Cypress Capital Group
DECREASED
Shares30,510 from 35,594
Change-5,084 (-14%)
Value$3.5M (-$1.0M)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares30,287 from 32,213
Change-1,926 (-6%)
Value$3.5M (-$624.5K)
Filed 2026-10-15
M Holdings Securities, Inc.
INCREASED
Shares30,244 from 29,877
Change+367 (+1%)
Value$3.6K (-$3.8M)
Filed 2026-11-03
Asio Capital, LLC
INCREASED
Shares30,188 from 28,229
Change+1,959 (+7%)
Value$3.4M (-$131.5K)
Filed 2026-10-19
Cohen Capital Management, Inc.
UNCHANGED
Shares30,133 from 30,133
Change0 (0%)
Value$3.4M (-$378.8K)
Filed 2026-10-14
Sowell Financial Services LLC
DECREASED
Shares30,108 from 30,590
Change-482 (-2%)
Value$3.4M (-$439.4K)
Filed 2026-10-23
Banque Pictet & CIE SA
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$3.4M (-$377.1K)
Filed 2026-10-16
Zions Bancorporation, National Association
DECREASED
Shares29,848 from 42,530
Change-12,682 (-30%)
Value$3.4M (-$2.0M)
Filed 2026-11-06
AlphaStar Capital Management, LLC
INCREASED
Shares29,639 from 28,494
Change+1,145 (+4%)
Value$3.4M (-$227.7K)
Filed 2026-10-16
Montag A & Associates Inc
DECREASED
Shares29,596 from 29,655
Change-59 (0%)
Value$3.4M (-$379.6K)
Filed 2026-10-29
TrinityBridge Ltd
DECREASED
Shares29,167 from 29,767
Change-600 (-2%)
Value$3.3M (-$441.0K)
Filed 2026-10-30
Plan Group Financial, LLC
INCREASED
Shares29,151 from 24,369
Change+4,782 (+20%)
Value$3.5M (+$452.3K)
Filed 2026-10-22
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares28,959 from 29,511
Change-552 (-2%)
Value$3.3M (-$433.9K)
Filed 2026-10-19
Triangle Securities Wealth Management
INCREASED
Shares28,913 from 28,821
Change+92 (+0%)
Value$3.3M (-$351.8K)
Filed 2026-10-14
Pinnacle Associates LTD
DECREASED
Shares28,375 from 28,537
Change-162 (-1%)
Value$3.2M (-$377.2K)
Filed 2026-10-20
Modera Wealth Management, LLC
INCREASED
Shares28,343 from 27,848
Change+495 (+2%)
Value$3.2M (-$293.6K)
Filed 2026-10-28
Slocum, Gordon & Co LLP
INCREASED
Shares28,335 from 27,825
Change+510 (+2%)
Value$3.2M (-$291.6K)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares27,961 from 32,323
Change-4,362 (-13%)
Value$3.2M (-$903.6K)
Filed 2026-10-16
Praxis Investment Management Inc
DECREASED
Shares27,843 from 30,409
Change-2,566 (-8%)
Value$3.2M (-$675.0K)
Filed 2026-11-03
Equitable Trust Co
INCREASED
Shares27,839 from 27,190
Change+649 (+2%)
Value$3.2M (-$267.8K)
Filed 2026-10-13
Chemung Canal Trust Co
INCREASED
Shares27,615 from 27,254
Change+361 (+1%)
Value$3.1M (-$301.4K)
Filed 2026-11-04
Shepherd Financial Partners LLC
INCREASED
Shares27,492 from 27,321
Change+171 (+1%)
Value$3.1M (-$323.9K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares26,981 from 27,047
Change-66 (0%)
Value$3.1M (-$347.6K)
Filed 2026-10-23
Stiles Financial Services Inc
INCREASED
Shares26,932 from 26,501
Change+431 (+2%)
Value$3.1M (-$284.0K)
Filed 2026-10-30
Hohimer Wealth Management, LLC
INCREASED
Shares26,692 from 21,480
Change+5,212 (+24%)
Value$3.0M (+$324.1K)
Filed 2026-11-04
Sheets Smith Wealth Management
DECREASED
Shares26,642 from 27,917
Change-1,275 (-5%)
Value$3.0M (-$496.2K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares26,337 from 28,964
Change-2,627 (-9%)
Value$3.0M (-$663.6K)
Filed 2026-10-21
Fiduciary Alliance LLC
DECREASED
Shares26,169 from 27,451
Change-1,282 (-5%)
Value$3.0M (-$491.3K)
Filed 2026-10-13
Naples Global Advisors, LLC
INCREASED
Shares26,117 from 25,417
Change+700 (+3%)
Value$3.0M (-$239.7K)
Filed 2026-11-05
American National Bank & Trust
INCREASED
Shares25,922 from 24,096
Change+1,826 (+8%)
Value$3.0M (-$94.6K)
Filed 2026-10-07
Summit Global Investments
INCREASED
Shares25,686 from 23,397
Change+2,289 (+10%)
Value$2.9M (-$34.0K)
Filed 2026-10-28
Markowski Investments
DECREASED
Shares25,487 from 26,866
Change-1,379 (-5%)
Value$2.9M (-$494.9K)
Filed 2026-10-30
Wealth Group, Ltd.
DECREASED
Shares25,275 from 40,921
Change-15,646 (-38%)
Value$2.9M (-$2.3M)
Filed 2026-10-30
Moran Wealth Management, LLC
DECREASED
Shares25,256 from 25,854
Change-598 (-2%)
Value$2.9M (-$393.2K)
Filed 2026-10-22
Brick & Kyle, Associates
INCREASED
Shares25,211 from 22,495
Change+2,716 (+12%)
Value$2.9M (-$71.2K)
Filed 2026-11-05
Gamma Investing LLC
DECREASED
Shares25,043 from 25,658
Change-615 (-2%)
Value$2.9M (-$392.6K)
Filed 2026-10-08
Aspire Private Capital, LLC
DECREASED
Shares24,999 from 25,073
Change-74 (0%)
Value$2.9M (-$323.7K)
Filed 2026-11-05
MFA Wealth Advisors, LLC
INCREASED
Shares24,873 from 24,678
Change+195 (+1%)
Value$2.8M (-$287.9K)
Filed 2026-10-07
Franklin Street Advisors Inc
DECREASED
Shares24,388 from 24,417
Change-29 (0%)
Value$2.8M (-$310.2K)
Filed 2026-10-13
apricus wealth, LLC
INCREASED
Shares24,286 from 22,386
Change+1,900 (+8%)
Value$2.8M (-$64.8K)
Filed 2026-10-26
SWS Partners
INCREASED
Shares24,280 from 24,127
Change+153 (+1%)
Value$2.8M (-$285.9K)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares24,184 from 26,460
Change-2,276 (-9%)
Value$2.8M (-$592.0K)
Filed 2026-11-05
Verdence Capital Advisors LLC
INCREASED
Shares23,925 from 23,210
Change+715 (+3%)
Value$2.7M (-$210.3K)
Filed 2026-10-26
Fulton Bank, N.A.
DECREASED
Shares23,914 from 24,295
Change-381 (-2%)
Value$2.7M (-$348.8K)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED
Shares23,901 from 24,571
Change-670 (-3%)
Value$2.7M (-$385.2K)
Filed 2026-10-23
North Dakota State Investment Board
INCREASED
Shares23,863 from 23,133
Change+730 (+3%)
Value$2.7M (-$207.6K)
Filed 2026-10-27
Lineweaver Wealth Advisors, LLC
INCREASED
Shares23,845 from 21,997
Change+1,848 (+8%)
Value$2.7M (-$65.9K)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares23,839 from 19,354
Change+4,485 (+23%)
Value$2.7M (+$268.0K)
Filed 2026-11-04
Legacy Financial Independent Advisors LLC
DECREASED
Shares23,778 from 24,796
Change-1,018 (-4%)
Value$2.7M (-$427.7K)
Filed 2026-11-02
Park Edge Advisors, LLC
INCREASED
Shares23,721 from 6,968
Change+16,753 (+240%)
Value$2.7M (+$1.8M)
Filed 2026-10-28
Profund Advisors LLC
DECREASED
Shares23,379 from 24,410
Change-1,031 (-4%)
Value$2.7M (-$424.4K)
Filed 2026-10-29
Live Oak Private Wealth LLC
INCREASED
Shares23,307 from 23,270
Change+37 (+0%)
Value$2.7M (-$288.3K)
Filed 2026-11-02
Home Federal Bank of Tennessee
INCREASED
Shares23,192 from 23,177
Change+15 (+0%)
Value$2.6M (-$289.6K)
Filed 2026-10-15
Delta Financial Advisors LLC
INCREASED
Shares23,137 from 22,166
Change+971 (+4%)
Value$2.6M (-$167.9K)
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares22,997 from 23,627
Change-630 (-3%)
Value$2.6M (-$368.8K)
Filed 2026-10-05
Cornerstone Wealth Group, LLC
DECREASED
Shares22,902 from 23,276
Change-374 (-2%)
Value$2.6M (-$335.2K)
Filed 2026-11-02
Shoker Investment Counsel, Inc.
INCREASED
Shares22,883 from 22,521
Change+362 (+2%)
Value$2.6M (-$241.8K)
Filed 2026-11-04
Spirit of America Management Corp
DECREASED
Shares22,700 from 23,900
Change-1,200 (-5%)
Value$2.6M (-$437.2K)
Filed 2026-10-14
Compound Planning, Inc.
DECREASED
Shares22,670 from 22,987
Change-317 (-1%)
Value$2.6M (-$325.1K)
Filed 2026-11-05
AMG National Trust Bank
INCREASED
Shares22,525 from 21,959
Change+566 (+3%)
Value$2.6M (-$211.5K)
Filed 2026-11-05
Bank & Trust Co
DECREASED
Shares22,503 from 22,569
Change-66 (0%)
Value$2.6M (-$291.2K)
Filed 2026-10-07
GAM Holding AG
DECREASED
Shares22,490 from 23,364
Change-874 (-4%)
Value$2.6M (-$393.3K)
Filed 2026-11-03
Hardin Capital Partners, LLC
INCREASED
Shares22,434 from 21,849
Change+585 (+3%)
Value$2.6M (-$229.2K)
Filed 2026-10-09
Quadrant Capital Group LLC
INCREASED
Shares22,427 from 15,778
Change+6,649 (+42%)
Value$2.7M (+$653.5K)
Filed 2026-10-20
Miller Howard Investments Inc
INCREASED
Shares22,381 from 22,232
Change+149 (+1%)
Value$2.6M (-$262.5K)
Filed 2026-10-26
HUB Investment Partners, LLC
DECREASED
Shares22,377 from 24,730
Change-2,353 (-10%)
Value$2.6M (-$579.2K)
Filed 2026-11-03
Mill Capital Management, LLC
DECREASED
Shares22,232 from 23,775
Change-1,543 (-6%)
Value$2.5M (-$474.7K)
Filed 2026-10-26
Signaturefd, LLC
DECREASED
Shares22,114 from 22,418
Change-304 (-1%)
Value$2.5M (-$316.5K)
Filed 2026-10-23
Strategic Blueprint, LLC
INCREASED
Shares21,982 from 20,938
Change+1,044 (+5%)
Value$2.5M (-$144.1K)
Filed 2026-10-22
Platform Technology Partners
DECREASED
Shares21,908 from 22,181
Change-273 (-1%)
Value$2.5M (-$310.0K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares21,854 from 18,403
Change+3,451 (+19%)
Value$2.5M (+$162.1K)
Filed 2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares21,825 from 22,035
Change-210 (-1%)
Value$2.5M (-$300.9K)
Filed 2026-10-15
Kentucky Trust Co
INCREASED
Shares21,783 from 21,705
Change+78 (+0%)
Value$2.5M (-$263.9K)
Filed 2026-10-15
Capital Investment Counsel, Inc
INCREASED
Shares21,724 from 18,864
Change+2,860 (+15%)
Value$2.5M (+$89.0K)
Filed 2026-10-20
Wagner Wealth Management, LLC
INCREASED
Shares21,706 from 18,864
Change+2,842 (+15%)
Value$2.5M (+$86.8K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares21,356
Change+21,356
Value$2.4M
Filed 2026-11-03
Victrix Investment Advisors
INCREASED
Shares21,330 from 19,746
Change+1,584 (+8%)
Value$2.4M (-$67.6K)
Filed 2026-10-13
BLB&B Advisors, LLC
DECREASED
Shares21,167 from 21,457
Change-290 (-1%)
Value$2.4M (-$302.8K)
Filed 2026-10-27
StoneX Group Inc.
DECREASED
Shares21,163 from 22,333
Change-1,170 (-5%)
Value$2.4M (-$404.9K)
Filed 2026-11-03
Jefferson Bridge Capital, LLC
UNCHANGED
Shares21,090 from 21,090
Change0 (0%)
Value$2.4M (-$265.1K)
Filed 2026-11-06
Creative Financial Designs Inc
DECREASED
Shares20,925 from 29,843
Change-8,918 (-30%)
Value$2.4M (-$1.4M)
Filed 2026-11-04
Ti-Trust, Inc
UNCHANGED
Shares20,915 from 20,915
Change0 (0%)
Value$2.4M (-$262.9K)
Filed 2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares20,276 from 16,596
Change+3,680 (+22%)
Value$2.3M (+$210.9K)
Filed 2026-10-14
Ballast, Inc.
INCREASED
Shares20,272 from 19,358
Change+914 (+5%)
Value$2.3M (-$139.1K)
Filed 2026-10-20
Securian Asset Management, Inc
DECREASED
Shares20,246 from 20,718
Change-472 (-2%)
Value$2.3M (-$281.7K)
Filed 2026-11-06
Greenwood Capital Associates LLC
DECREASED
Shares20,091 from 20,570
Change-479 (-2%)
Value$2.3M (-$313.2K)
Filed 2026-10-27
Certified Advisory Corp
INCREASED
Shares20,085 from 20,048
Change+37 (+0%)
Value$2.3M (-$247.8K)
Filed 2026-10-29
LEE Danner & Bass Inc
DECREASED
Shares19,761 from 20,211
Change-450 (-2%)
Value$2.3M (-$305.4K)
Filed 2026-10-27
Greenleaf Trust
DECREASED
Shares19,511 from 20,685
Change-1,174 (-6%)
Value$2.2M (-$393.9K)
Filed 2026-10-29
Citizens Financial Group Inc
DECREASED
Shares19,381 from 21,668
Change-2,287 (-11%)
Value$2.2M (-$533.2K)
Filed 2026-10-23
Advanced Asset Management Advisors Inc
UNCHANGED
Shares19,349 from 19,349
Change0 (0%)
Value$2.2M (-$243.2K)
Filed 2026-10-20
Community Bank & Trust, Waco, Texas
DECREASED
Shares19,042 from 20,369
Change-1,327 (-7%)
Value$2.2M (-$407.0K)
Filed 2026-10-19
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares19,030 from 18,716
Change+314 (+2%)
Value$2.2M (-$199.5K)
Filed 2026-10-13
Davis Investment Partners, LLC
INCREASED
Shares18,966 from 18,953
Change+13 (+0%)
Value$2.2M (-$236.8K)
Filed 2026-11-05
Cornerstone Planning, LLC
INCREASED
Shares18,895 from 18,807
Change+88 (+0%)
Value$2.3M (-$35.5K)
Filed 2026-10-27
Marino, Stram & Associates LLC
INCREASED
Shares18,678 from 18,167
Change+511 (+3%)
Value$2.1M (-$170.1K)
Filed 2026-10-22
Wolff Wiese Magana LLC
INCREASED
Shares18,603 from 18,273
Change+330 (+2%)
Value$2.1M (-$192.1K)
Filed 2026-10-15
Measured Risk Portfolios, Inc.
INCREASED
Shares18,546 from 18,453
Change+93 (+1%)
Value$2.1M (-$221.4K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares18,511 from 17,855
Change+656 (+4%)
Value$2.1M (-$149.6K)
Filed 2026-10-20
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares18,471 from 18,471
Change0 (0%)
Value$2.1M (-$232.2K)
Filed 2026-10-30
Nicholas Hoffman & Company, Llc.
INCREASED
Shares18,420 from 18,043
Change+377 (+2%)
Value$2.1M (-$183.7K)
Filed 2026-10-30
Wedmont Private Capital
INCREASED
Shares18,409 from 17,219
Change+1,190 (+7%)
Value$2.2M (-$9.6K)
Filed 2026-10-09
Bison Wealth, LLC
DECREASED
Shares18,408 from 18,883
Change-475 (-3%)
Value$2.2M (-$212.2K)
Filed 2026-10-13
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares18,404 from 18,404
Change0 (0%)
Value$2.1M (-$231.3K)
Filed 2026-10-09
Norden Group LLC
DECREASED
Shares18,273 from 19,163
Change-890 (-5%)
Value$2.1M (-$342.5K)
Filed 2026-10-20
Ethic Inc.
DECREASED
Shares18,192 from 18,873
Change-681 (-4%)
Value$2.1M (-$314.9K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
DECREASED
Shares18,071 from 18,393
Change-322 (-2%)
Value$2.1M (-$284.7K)
Filed 2026-10-22
Inspire Trust Co, N.A.
INCREASED
Shares18,000 from 16,000
Change+2,000 (+13%)
Value$2.1M (+$26.9K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares17,901 from 20,484
Change-2,583 (-13%)
Value$2.0M (-$552.0K)
Filed 2026-10-22
TSP Capital Management Group, LLC
INCREASED
Shares17,634 from 17,627
Change+7 (+0%)
Value$2.0M (-$220.7K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares17,577 from 17,498
Change+79 (+0%)
Value$2.0M (-$211.0K)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares17,532 from 17,818
Change-286 (-2%)
Value$2.0M (-$256.0K)
Filed 2026-10-22
Courier Capital LLC
INCREASED
Shares17,408 from 16,917
Change+491 (+3%)
Value$2.0M (-$156.7K)
Filed 2026-10-19
Diversify Advisory Services, LLC
INCREASED
Shares17,309 from 14,305
Change+3,004 (+21%)
Value$2.1M (+$214.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares17,309 from 14,305
Change+3,004 (+21%)
Value$2.1M (+$214.7K)
Filed 2026-10-20
Advisortrust Partners, LLC
INCREASED
Shares17,283 from 11,998
Change+5,285 (+44%)
Value$2.0M (+$451.8K)
Filed 2026-11-02
Clear Trail Advisors, LLC
DECREASED
Shares17,232 from 17,282
Change-50 (0%)
Value$2.0M (-$222.9K)
Filed 2026-10-20
Alchemi Wealth, LLC
INCREASED
Shares17,187 from 17,072
Change+115 (+1%)
Value$2.0M (-$201.4K)
Filed 2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares17,002 from 17,181
Change-179 (-1%)
Value$1.9M (-$236.3K)
Filed 2026-10-09
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares16,838 from 17,291
Change-453 (-3%)
Value$1.9M (-$269.0K)
Filed 2026-10-30
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares16,791 from 16,791
Change0 (0%)
Value$2.1M ($0)
Filed 2026-10-15
Apella Capital, LLC
INCREASED
Shares16,768 from 15,585
Change+1,183 (+8%)
Value$1.9M (-$61.6K)
Filed 2026-10-08
Valeo Financial Advisors, LLC
INCREASED
Shares16,699 from 16,334
Change+365 (+2%)
Value$1.9M (-$163.7K)
Filed 2026-10-08
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares16,679 from 16,760
Change-81 (0%)
Value$1.9M (-$219.9K)
Filed 2026-10-19
Soltis Investment Advisors LLC
INCREASED
Shares16,493 from 7,233
Change+9,260 (+128%)
Value$1.9M (+$964.8K)
Filed 2026-10-28
Parsons Capital Management Inc
INCREASED
Shares16,478 from 16,290
Change+188 (+1%)
Value$1.9M (-$183.3K)
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
DECREASED
Shares16,462 from 98,344
Change-81,882 (-83%)
Value$1.9M (-$10.4M)
Filed 2026-10-13
Bull Street Advisors, LLC
DECREASED
Shares16,325 from 16,348
Change-23 (0%)
Value$1.9M (-$208.0K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
INCREASED
Shares16,213 from 16,211
Change+2 (+0%)
Value$1.8M (-$203.5K)
Filed 2026-10-28
Visionary Wealth Advisors
DECREASED
Shares16,195 from 77,162
Change-60,967 (-79%)
Value$1.8M (-$7.9M)
Filed 2026-11-04
Center for Wealth Management Advisory
INCREASED
Shares16,175 from 15,541
Change+634 (+4%)
Value$1.8M (-$123.1K)
Filed 2026-10-23
Integrated Advisors Network LLC
INCREASED
Shares16,017 from 15,150
Change+867 (+6%)
Value$1.8M (-$91.6K)
Filed 2026-10-20
Keeler Thomas Management LLC
INCREASED
Shares15,987 from 15,972
Change+15 (+0%)
Value$1.8M (-$199.1K)
Filed 2026-10-29
Leo Wealth, LLC
NEW
Shares15,949
Change+15,949
Value$1.8M
Filed 2026-10-26
Canandaigua National Bank & Trust Co
DECREASED
Shares15,894 from 16,828
Change-934 (-6%)
Value$1.8M (-$318.0K)
Filed 2026-10-07
OmniStar Financial Group, Inc.
DECREASED
Shares15,877 from 32,479
Change-16,602 (-51%)
Value$1.8M (-$2.3M)
Filed 2026-10-26
InTrack Investment Management Inc
DECREASED
Shares15,828 from 16,012
Change-184 (-1%)
Value$1.8M (-$222.2K)
Filed 2026-10-15
Ipswich Investment Management Co., Inc.
DECREASED
Shares15,803 from 16,063
Change-260 (-2%)
Value$1.8M (-$231.6K)
Filed 2026-10-13
Parcion Private Wealth LLC
INCREASED
Shares15,721 from 14,810
Change+911 (+6%)
Value$1.8M (-$82.3K)
Filed 2026-10-28
Jeppson Wealth Management, LLC
INCREASED
Shares15,649 from 15,272
Change+377 (+2%)
Value$1.8M (-$149.0K)
Filed 2026-10-20
Ritholtz Wealth Management
DECREASED
Shares15,443 from 17,476
Change-2,033 (-12%)
Value$1.8M (-$451.5K)
Filed 2026-11-05
RKL Wealth Management LLC
INCREASED
Shares15,442 from 14,714
Change+728 (+5%)
Value$1.8M (-$101.9K)
Filed 2026-10-16
United Community Bank
INCREASED
Shares15,210 from 14,888
Change+322 (+2%)
Value$1.7M (-$150.4K)
Filed 2026-10-28
Compass Financial Management LLC
DECREASED
Shares15,043 from 16,907
Change-1,864 (-11%)
Value$1.7M (-$422.7K)
Filed 2026-10-30
Trust Co of the South
UNCHANGED
Shares15,003 from 15,003
Change0 (0%)
Value$1.7M (-$188.6K)
Filed 2026-10-21
Rahlfs Capital, LLC
UNCHANGED
Shares14,986 from 14,986
Change0 (0%)
Value$1.7M (-$188.4K)
Filed 2026-10-23
Nvwm, LLC
INCREASED
Shares14,982 from 13,504
Change+1,478 (+11%)
Value$1.7M (-$1.1K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
DECREASED
Shares14,943 from 18,986
Change-4,043 (-21%)
Value$1.7M (-$699.6K)
Filed 2026-11-04
Trust Co of Vermont
INCREASED
Shares14,931 from 14,323
Change+608 (+4%)
Value$1.7M (-$110.7K)
Filed 2026-10-21
Pittenger & Anderson Inc
INCREASED
Shares14,750 from 8,025
Change+6,725 (+84%)
Value$1.7M (+$665.8K)
Filed 2026-11-02
Tema Etfs LLC
INCREASED
Shares14,746 from 14,485
Change+261 (+2%)
Value$1.7M (-$152.3K)
Filed 2026-10-16
AGP Franklin, LLC
INCREASED
Shares14,720 from 13,860
Change+860 (+6%)
Value$1.7M (-$76.2K)
Filed 2026-11-04
Bfsg, LLC
INCREASED
Shares14,687 from 14,406
Change+281 (+2%)
Value$1.7M (-$149.1K)
Filed 2026-10-30
Concord Wealth Partners
INCREASED
Shares14,667 from 14,542
Change+125 (+1%)
Value$1.7M (-$168.5K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
DECREASED
Shares14,556 from 17,603
Change-3,047 (-17%)
Value$1.7M (-$568.7K)
Filed 2026-11-05
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares14,448 from 14,448
Change0 (0%)
Value$1.6M (-$181.6K)
Filed 2026-10-30
Biltmore Family Office, LLC
UNCHANGED
Shares14,429 from 14,429
Change0 (0%)
Value$1.6M (-$181.4K)
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED
Shares14,415 from 13,296
Change+1,119 (+8%)
Value$1.6M (-$39.5K)
Filed 2026-11-02
MBL Wealth, LLC
INCREASED
Shares14,264 from 12,184
Change+2,080 (+17%)
Value$1.6M (+$84.1K)
Filed 2026-10-22
Portside Wealth Group, LLC
INCREASED
Shares14,213 from 13,911
Change+302 (+2%)
Value$1.6M (-$140.4K)
Filed 2026-10-20
MSH Capital Advisors LLC
DECREASED
Shares14,117 from 14,264
Change-147 (-1%)
Value$1.6M (-$196.0K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares14,096 from 13,478
Change+618 (+5%)
Value$1.6M (-$99.0K)
Filed 2026-11-05
Norway Savings Bank
INCREASED
Shares14,017 from 12,266
Change+1,751 (+14%)
Value$1.6M (+$45.4K)
Filed 2026-10-20
Meridian Financial Partners LLC
INCREASED
Shares13,979 from 13,885
Change+94 (+1%)
Value$1.7M (-$64.7K)
Filed 2026-10-23
Burke & Herbert Bank & Trust Co
DECREASED
Shares13,927 from 13,997
Change-70 (0%)
Value$1.6M (-$183.9K)
Filed 2026-11-02
Private Wealth Partners, LLC
DECREASED
Shares13,888 from 14,013
Change-125 (-1%)
Value$1.6M (-$190.4K)
Filed 2026-10-22
Grandview Asset Management LLC
DECREASED
Shares13,777 from 14,483
Change-706 (-5%)
Value$1.6M (-$262.5K)
Filed 2026-10-19
Patten Group, Inc.
INCREASED
Shares13,750 from 13,478
Change+272 (+2%)
Value$1.6M (-$138.4K)
Filed 2026-10-26
Cassia Capital Partners, LLC
INCREASED
Shares13,717 from 12,856
Change+861 (+7%)
Value$1.6M (-$63.5K)
Filed 2026-11-04
Raleigh Capital Management Inc.
INCREASED
Shares13,714 from 13,555
Change+159 (+1%)
Value$1.6M (-$152.3K)
Filed 2026-10-28
City Holding Co
DECREASED
Shares13,698 from 14,639
Change-941 (-6%)
Value$1.6M (-$291.3K)
Filed 2026-10-19
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares13,678 from 11,998
Change+1,680 (+14%)
Value$1.6M (+$40.8K)
Filed 2026-10-09
Park National Corp
INCREASED
Shares13,673 from 13,483
Change+190 (+1%)
Value$1.6M (-$147.8K)
Filed 2026-10-05
CX Institutional
INCREASED
Shares13,592 from 7,220
Change+6,372 (+88%)
Value$1.6K (+$636)
Filed 2026-10-02
ROI Financial Advisors, LLC
DECREASED
Shares13,578 from 14,083
Change-505 (-4%)
Value$1.5M (-$234.6K)
Filed 2026-10-19
Convergence Financial, LLC
DECREASED
Shares13,534 from 26,923
Change-13,389 (-50%)
Value$1.5M (-$1.9M)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares13,490 from 16,879
Change-3,389 (-20%)
Value$1.5M (-$598.5K)
Filed 2026-10-15
Trust Investment Advisors
INCREASED
Shares13,446 from 11,349
Change+2,097 (+18%)
Value$1.5M (+$96.4K)
Filed 2026-10-20
Hanson & Doremus Investment Management
DECREASED
Shares13,399 from 13,945
Change-546 (-4%)
Value$1.5M (-$237.0K)
Filed 2026-10-16
Successful Portfolios LLC
DECREASED
Shares13,382 from 15,407
Change-2,025 (-13%)
Value$1.5M (-$408.2K)
Filed 2026-10-09
Carnegie Investment Counsel
INCREASED
Shares13,332 from 12,422
Change+910 (+7%)
Value$1.5M (-$52.4K)
Filed 2026-10-20
Marks Group Wealth Management, Inc
DECREASED
Shares13,323 from 13,694
Change-371 (-3%)
Value$1.5M (-$214.4K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares13,320 from 18,500
Change-5,180 (-28%)
Value$1.5M (-$823.1K)
Filed 2026-10-23
Concord Asset Management, LLC
INCREASED
Shares13,285 from 13,080
Change+205 (+2%)
Value$1.5M (-$141.1K)
Filed 2026-11-02
ZWJ Investment Counsel Inc
INCREASED
Shares13,176 from 12,593
Change+583 (+5%)
Value$1.5M (-$91.8K)
Filed 2026-10-15
Weaver Capital Management LLC
DECREASED
Shares13,175 from 14,069
Change-894 (-6%)
Value$1.5M (-$340.1K)
Filed 2026-10-15
Sterling Capital Management LLC
DECREASED
Shares13,153 from 52,109
Change-38,956 (-75%)
Value$1.5M (-$5.1M)
Filed 2026-10-22
Welch Group, LLC
DECREASED
Shares13,080 from 13,082
Change-2 (0%)
Value$1.5M (-$164.7K)
Filed 2026-10-29
Gibson Wealth Advisors LLC
INCREASED
Shares13,025 from 13,000
Change+25 (+0%)
Value$1.5M (-$160.6K)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares13,021 from 12,440
Change+581 (+5%)
Value$1.5M (-$90.1K)
Filed 2026-10-28
NTV Asset Management LLC
DECREASED
Shares12,905 from 14,067
Change-1,162 (-8%)
Value$1.5M (-$309.3K)
Filed 2026-10-23
Orca Wealth Management, LLC
DECREASED
Shares12,867 from 12,909
Change-42 (0%)
Value$1.5M (-$167.0K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares12,770 from 8,599
Change+4,171 (+49%)
Value$1.5M (+$367.5K)
Filed 2026-11-03
Columbia Asset Management
INCREASED
Shares12,729 from 12,624
Change+105 (+1%)
Value$1.5M (-$146.7K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares12,727 from 12,562
Change+165 (+1%)
Value$1.5M (-$139.1K)
Filed 2026-10-14
Doliver Advisors, LP
INCREASED
Shares12,674 from 12,648
Change+26 (+0%)
Value$1.4M (-$156.0K)
Filed 2026-10-01
Claro Advisors Inc.
INCREASED
Shares12,610 from 12,181
Change+429 (+4%)
Value$1.4M (-$104.2K)
Filed 2026-11-02
Harmony Asset Management LLC
INCREASED
Shares12,564 from 2,777
Change+9,787 (+352%)
Value$1.4M (+$1.1M)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares12,553 from 10,705
Change+1,848 (+17%)
Value$1.4M (+$76.1K)
Filed 2026-11-05
NovaPoint Capital, LLC
INCREASED
Shares12,551 from 12,467
Change+84 (+1%)
Value$1.4M (-$147.1K)
Filed 2026-10-22
MTM Investment Management, LLC
INCREASED
Shares12,531 from 12,516
Change+15 (+0%)
Value$1.4M (-$155.7K)
Filed 2026-10-30
Point Windward Advisors Inc.
INCREASED
Shares12,525 from 12,013
Change+512 (+4%)
Value$1.4M (-$92.6K)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares12,414 from 14,689
Change-2,275 (-15%)
Value$1.4M (-$444.1K)
Filed 2026-10-27
Pullen Investment Management, LLC
INCREASED
Shares12,394 from 12,307
Change+87 (+1%)
Value$1.4M (-$144.8K)
Filed 2026-10-23
Souders Financial Advisors
INCREASED
Shares12,301 from 12,253
Change+48 (+0%)
Value$1.4M (-$148.6K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares12,249 from 12,905
Change-656 (-5%)
Value$1.4M (-$237.0K)
Filed 2026-11-03
Excalibur Management Corp
INCREASED
Shares12,146 from 12,143
Change+3 (+0%)
Value$1.4M (-$152.3K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares12,086 from 11,978
Change+108 (+1%)
Value$1.4M (-$138.3K)
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares12,059 from 11,590
Change+469 (+4%)
Value$1.4M (-$92.3K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED
Shares12,057 from 11,103
Change+954 (+9%)
Value$1.4M (-$30.9K)
Filed 2026-11-05
Mystic Asset Management, Inc.
INCREASED
Shares11,969 from 11,819
Change+150 (+1%)
Value$1.4M (-$131.5K)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares11,965 from 10,453
Change+1,512 (+14%)
Value$1.4M (+$41.1K)
Filed 2026-10-23
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares11,958 from 11,958
Change0 (0%)
Value$1.4M (-$150.3K)
Filed 2026-11-06
Retirement Guys Formula LLC
INCREASED
Shares11,909 from 11,905
Change+4 (+0%)
Value$1.4M (-$149.2K)
Filed 2026-10-26
LifePlan Financial, LLC
INCREASED
Shares11,889 from 11,736
Change+153 (+1%)
Value$1.4M (-$96.4K)
Filed 2026-10-13
Everhart Financial Group, Inc.
DECREASED
Shares11,861 from 12,468
Change-607 (-5%)
Value$1.4M (-$226.0K)
Filed 2026-10-08
LVW Advisors, LLC
DECREASED
Shares11,857 from 11,871
Change-14 (0%)
Value$1.4M (-$150.8K)
Filed 2026-10-19
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares11,825 from 11,547
Change+278 (+2%)
Value$1.3M (-$113.5K)
Filed 2026-10-15
Candriam S.C.A.
UNCHANGED
Shares11,786 from 11,786
Change0 (0%)
Value$1.3M (-$141.8K)
Filed 2026-11-03
Allen Capital Group, LLC
DECREASED
Shares11,760 from 12,386
Change-626 (-5%)
Value$1.3M (-$227.1K)
Filed 2026-10-27
Williams Jones Wealth Management, Llc.
DECREASED
Shares11,731 from 13,119
Change-1,388 (-11%)
Value$1.3M (-$323.2K)
Filed 2026-11-05
Armor Investment Advisors, LLC
DECREASED
Shares11,719 from 12,981
Change-1,262 (-10%)
Value$1.3M (-$307.0K)
Filed 2026-10-27
Outfitters Financial LLC
INCREASED
Shares11,675 from 11,190
Change+485 (+4%)
Value$1.3M (-$85.4K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares11,615 from 11,565
Change+50 (+0%)
Value$1.3M (-$139.7K)
Filed 2026-10-13
King Luther Capital Management Corp
DECREASED
Shares11,614 from 12,103
Change-489 (-4%)
Value$1.3M (-$207.9K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED
Shares11,612 from 10,521
Change+1,091 (+10%)
Value$1.3M (-$7.9K)
Filed 2026-10-29
Alpha Omega Wealth Management LLC
DECREASED
Shares11,594 from 11,877
Change-283 (-2%)
Value$1.3M (-$181.6K)
Filed 2026-10-23
Bellecapital International Ltd.
UNCHANGED
Shares11,553 from 11,553
Change0 (0%)
Value$1.3M (-$145.2K)
Filed 2026-10-21
Burkett Financial Services, LLC
DECREASED
Shares11,544 from 11,683
Change-139 (-1%)
Value$1.3M (-$162.7K)
Filed 2026-10-01
Chesley Taft & Associates LLC
DECREASED
Shares11,537 from 11,633
Change-96 (-1%)
Value$1.3M (-$157.2K)
Filed 2026-10-13
Kenora Financial, LLC
DECREASED
Shares11,456 from 11,492
Change-36 (0%)
Value$1.3M (-$148.6K)
Filed 2026-10-20
Heritage Investors Management Corp
DECREASED
Shares11,419 from 11,593
Change-174 (-1%)
Value$1.3M (-$165.0K)
Filed 2026-10-29
Corundum Group, Inc.
INCREASED
Shares11,299 from 10,621
Change+678 (+6%)
Value$1.3M (-$56.2K)
Filed 2026-10-28
Segment Wealth Management, LLC
DECREASED
Shares11,249 from 11,622
Change-373 (-3%)
Value$1.3M (-$188.6K)
Filed 2026-10-26
Ascent Group, LLC
DECREASED
Shares11,236 from 14,118
Change-2,882 (-20%)
Value$1.3M (-$506.0K)
Filed 2026-10-30
LMG Wealth Partners, LLC
DECREASED
Shares11,223 from 11,293
Change-70 (-1%)
Value$1.3M (-$149.9K)
Filed 2026-11-05
Fourpath Capital Management, LLC
DECREASED
Shares11,161 from 11,314
Change-153 (-1%)
Value$1.3M (-$159.7K)
Filed 2026-10-19
Greenfield Savings Bank
DECREASED
Shares11,052 from 11,152
Change-100 (-1%)
Value$1.3M (-$151.6K)
Filed 2026-10-07
Frank, Rimerman Advisors LLC
DECREASED
Shares11,007 from 12,333
Change-1,326 (-11%)
Value$1.3M (-$306.2K)
Filed 2026-10-16
AA Financial Advisors, LLC
INCREASED
Shares10,957 from 10,357
Change+600 (+6%)
Value$1.2M (-$61.8K)
Filed 2026-10-19
Elyxium Wealth, LLC
DECREASED
Shares10,880 from 11,204
Change-324 (-3%)
Value$1.2M (-$177.8K)
Filed 2026-10-27
Leonteq Securities AG
INCREASED
Shares10,833 from 2,908
Change+7,925 (+273%)
Value$1.2M (+$867.0K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
DECREASED
Shares10,800 from 11,357
Change-557 (-5%)
Value$1.2M (-$206.2K)
Filed 2026-10-27
Convergence Investment Partners, LLC
NEW
Shares10,750
Change+10,750
Value$1.2M
Filed 2026-10-28
Roxbury Financial LLC
INCREASED
Shares10,720 from 10,683
Change+37 (+0%)
Value$1.2M (-$130.1K)
Filed 2026-10-01
Cherokee Insurance Co
UNCHANGED
Shares10,700 from 10,700
Change0 (0%)
Value$1.2M (-$134.5K)
Filed 2026-11-05
Eagle Global Advisors LLC
UNCHANGED
Shares10,650 from 10,650
Change0 (0%)
Value$1.2M (-$133.9K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares10,639 from 8,994
Change+1,645 (+18%)
Value$1.2M (+$74.6K)
Filed 2026-10-08
CFS Investment Advisory Services, LLC
INCREASED
Shares10,636 from 10,565
Change+71 (+1%)
Value$1.2M (-$139.1K)
Filed 2026-10-19
RIA Advisory Group LLC
DECREASED
Shares10,615 from 10,834
Change-219 (-2%)
Value$1.2M (-$161.3K)
Filed 2026-10-15
Penobscot Investment Management Company, Inc.
DECREASED
Shares10,591 from 12,091
Change-1,500 (-12%)
Value$1.2M (-$323.0K)
Filed 2026-10-26
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares10,479 from 10,574
Change-95 (-1%)
Value$1.2M (-$143.7K)
Filed 2026-10-13
Winthrop Capital Management, LLC
INCREASED
Shares10,427 from 10,378
Change+49 (+0%)
Value$1.2M (-$125.2K)
Filed 2026-11-05
Mechanics Bank Trust Department
DECREASED
Shares10,413 from 11,062
Change-649 (-6%)
Value$1.2M (-$213.0K)
Filed 2026-10-13
Formidable Asset Management, LLC
INCREASED
Shares10,405 from 10,080
Change+325 (+3%)
Value$1.3M (-$2.8K)
Filed 2026-11-03
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares10,199 from 10,455
Change-256 (-2%)
Value$1.2M (-$160.6K)
Filed 2026-10-08
Verity Asset Management, Inc.
DECREASED
Shares10,192 from 10,205
Change-13 (0%)
Value$1.2M (-$129.8K)
Filed 2026-10-30
Stableford Capital II LLC
INCREASED
Shares10,158 from 9,149
Change+1,009 (+11%)
Value$1.2M (+$34)
Filed 2026-10-09
Advisor OS, LLC
DECREASED
Shares10,129 from 13,356
Change-3,227 (-24%)
Value$1.2M (-$535.7K)
Filed 2026-11-03
Chicago Trust Co NA
INCREASED
Shares9,945 from 9,865
Change+80 (+1%)
Value$1.1M (-$114.9K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED
Shares9,931 from 10,151
Change-220 (-2%)
Value$1.1M (-$170.5K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
DECREASED
Shares9,926 from 10,195
Change-269 (-3%)
Value$1.1M (-$158.8K)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares9,857 from 9,049
Change+808 (+9%)
Value$1.1M (-$21.7K)
Filed 2026-10-26
Gables Capital Management Inc.
DECREASED
Shares9,854 from 9,954
Change-100 (-1%)
Value$1.1M (-$136.5K)
Filed 2026-11-04
Bria Capital Group, LLC
INCREASED
Shares9,829 from 8,442
Change+1,387 (+16%)
Value$1.1M (+$52.0K)
Filed 2026-10-22
Cidel Asset Management Inc
INCREASED
Shares9,809 from 9,227
Change+582 (+6%)
Value$1.1M (-$49.6K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED
Shares9,804 from 9,450
Change+354 (+4%)
Value$1.1M (-$78.4K)
Filed 2026-10-27
First County Bank
DECREASED
Shares9,714 from 9,980
Change-266 (-3%)
Value$1.1M (-$155.8K)
Filed 2026-10-13
TCV Trust & Wealth Management, Inc.
DECREASED
Shares9,659 from 9,740
Change-81 (-1%)
Value$1.1M (-$131.7K)
Filed 2026-10-16
KCM Investment Advisors LLC
DECREASED
Shares9,609 from 9,611
Change-2 (0%)
Value$1.1M (-$121.0K)
Filed 2026-10-27
Aaron Wealth Advisors LLC
DECREASED
Shares9,588 from 12,793
Change-3,205 (-25%)
Value$1.1M (-$526.2K)
Filed 2026-10-13
Allen Wealth Management, LLC
DECREASED
Shares9,552 from 10,879
Change-1,327 (-12%)
Value$1.1M (-$288.0K)
Filed 2026-10-29
Sculati Wealth Management, LLC
UNCHANGED
Shares9,508 from 9,508
Change0 (0%)
Value$1.1M (-$69.6K)
Filed 2026-10-19
Strategic Advisors LLC
INCREASED
Shares9,488 from 9,475
Change+13 (+0%)
Value$1.1M (-$117.6K)
Filed 2026-10-13
First City Capital Management, Inc.
DECREASED
Shares9,484 from 9,558
Change-74 (-1%)
Value$1.1M (-$128.6K)
Filed 2026-10-27
Kellett Wealth Advisors, LLC
INCREASED
Shares9,451 from 9,431
Change+20 (+0%)
Value$1.1M (-$116.3K)
Filed 2026-10-15
Abacus Planning Group, Inc.
INCREASED
Shares9,446 from 9,339
Change+107 (+1%)
Value$1.1M (-$105.2K)
Filed 2026-11-02
Huntleigh Advisors, Inc.
INCREASED
Shares9,445 from 9,163
Change+282 (+3%)
Value$1.1M (-$83.2K)
Filed 2026-11-03
Pines Wealth Management, LLC
INCREASED
Shares9,419 from 9,409
Change+10 (+0%)
Value$1.1M (-$117.1K)
Filed 2026-10-21
Nfsg Corp
INCREASED
Shares9,390 from 8,880
Change+510 (+6%)
Value$1.1M (-$53.5K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares9,372 from 8,942
Change+430 (+5%)
Value$1.1M (-$63.3K)
Filed 2026-11-04
JBR Co Financial Management Inc
UNCHANGED
Shares9,338 from 9,338
Change0 (0%)
Value$1.2M (-$7.6K)
Filed 2026-10-13
EPG Wealth Management LLC
INCREASED
Shares9,309 from 9,041
Change+268 (+3%)
Value$1.1M (-$83.1K)
Filed 2026-11-03
First National Trust Co
DECREASED
Shares9,297 from 12,440
Change-3,143 (-25%)
Value$1.1M (-$514.7K)
Filed 2026-10-28
Kavar Capital Partners Group, LLC
INCREASED
Shares9,250 from 9,238
Change+12 (+0%)
Value$1.1M (-$114.8K)
Filed 2026-11-06
Atlas Brown,Inc.
DECREASED
Shares9,160 from 9,245
Change-85 (-1%)
Value$1.0M (-$125.9K)
Filed 2026-10-09
Archer Investment Corp
INCREASED
Shares9,108 from 7,009
Change+2,099 (+30%)
Value$1.0M (+$151.2K)
Filed 2026-11-05
Peoples Financial Services Corp.
DECREASED
Shares9,064 from 9,156
Change-92 (-1%)
Value$1.0M (-$125.6K)
Filed 2026-10-20
Integrity Alliance, Llc.
DECREASED
Shares8,949 from 9,723
Change-774 (-8%)
Value$1.0M (-$210.5K)
Filed 2026-10-29
Evermay Wealth Management LLC
DECREASED
Shares8,741 from 8,766
Change-25 (0%)
Value$996.6K (-$113.0K)
Filed 2026-11-05
Persium Advisors, LLC
INCREASED
Shares8,703 from 8,174
Change+529 (+6%)
Value$992.2K (-$42.4K)
Filed 2026-10-07
Cape Investment Advisory, Inc.
INCREASED
Shares8,668 from 8,559
Change+109 (+1%)
Value$988.2K (-$95.2K)
Filed 2026-10-13
Tortuga Wealth Management, Inc
INCREASED
Shares8,630 from 8,540
Change+90 (+1%)
Value$983.9K (-$97.1K)
Filed 2026-10-27
Avanza Fonder AB
UNCHANGED
Shares8,517 from 8,517
Change0 (0%)
Value$971.0K (-$107.1K)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED
Shares8,515 from 60,170
Change-51,655 (-86%)
Value$970.8K (-$6.6M)
Filed 2026-10-13
Catalyst Financial Partners LLC
INCREASED
Shares8,508 from 7,920
Change+588 (+7%)
Value$970.0K (-$32.5K)
Filed 2026-11-06
Aviance Capital Partners, LLC
DECREASED
Shares8,495 from 8,517
Change-22 (0%)
Value$968.5K (-$109.6K)
Filed 2026-10-29
Journey Advisory Group, LLC
INCREASED
Shares8,489 from 6,643
Change+1,846 (+28%)
Value$967.8K (+$126.9K)
Filed 2026-11-04
Chicago Capital, LLC
UNCHANGED
Shares8,488 from 8,488
Change0 (0%)
Value$967.7K (-$106.7K)
Filed 2026-10-13
Horizon Financial Services, LLC
DECREASED
Shares8,450 from 8,934
Change-484 (-5%)
Value$963.4K (-$167.5K)
Filed 2026-11-04
Nepsis Inc.
DECREASED
Shares8,432 from 8,611
Change-179 (-2%)
Value$961.3K (-$128.6K)
Filed 2026-10-13
Three Magnolias Financial Advisors, LLC
INCREASED
Shares8,337 from 7,641
Change+696 (+9%)
Value$950.5K (-$16.6K)
Filed 2026-10-14
Venture Visionary Partners LLC
INCREASED
Shares8,305 from 7,244
Change+1,061 (+15%)
Value$946.9K (+$29.9K)
Filed 2026-10-07
Nilsine Partners, LLC
DECREASED
Shares8,288 from 8,536
Change-248 (-3%)
Value$944.9K (-$135.6K)
Filed 2026-11-02
Kanawha Capital Management LLC
DECREASED
Shares8,287 from 8,344
Change-57 (-1%)
Value$944.8K (-$111.4K)
Filed 2026-10-19
V-Square Quantitative Management LLC
INCREASED
Shares8,168 from 7,160
Change+1,008 (+14%)
Value$931.2K (+$24.9K)
Filed 2026-10-15
Gryphon Financial Partners LLC
DECREASED
Shares8,151 from 8,787
Change-636 (-7%)
Value$929.3K (-$183.0K)
Filed 2026-11-04
Harbour Trust & Investment Management Co
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$923.5K (-$101.8K)
Filed 2026-10-28
Reaves W H & Co Inc
DECREASED
Shares8,093 from 8,264
Change-171 (-2%)
Value$922.7K (-$123.4K)
Filed 2026-11-06
Hengehold Capital Management LLC
DECREASED
Shares8,058 from 8,069
Change-11 (0%)
Value$918.7K (-$102.7K)
Filed 2026-10-16
McGrath & Associates, Inc.
NEW
Shares8,052
Change+8,052
Value$918.1K
Filed 2026-10-27
Albion Financial Group
UNCHANGED
Shares8,048 from 8,048
Change0 (0%)
Value$917.6K (-$101.2K)
Filed 2026-10-21
DB&C Advisors, LLC
INCREASED
Shares7,954 from 7,914
Change+40 (+1%)
Value$906.8K (-$95.0K)
Filed 2026-10-26
Baker Avenue Asset Management, LP
INCREASED
Shares7,938 from 5,744
Change+2,194 (+38%)
Value$905.0K (+$177.9K)
Filed 2026-11-06
Neville Rodie & Shaw Inc
UNCHANGED
Shares7,915 from 7,915
Change0 (0%)
Value$902 (-$100)
Filed 2026-10-05
Bigelow Investment Advisors, LLC
INCREASED
Shares7,903 from 7,557
Change+346 (+5%)
Value$901.0K (-$55.5K)
Filed 2026-10-13
Gratus Wealth Advisors, LLC
INCREASED
Shares7,895 from 7,279
Change+616 (+8%)
Value$900.1K (-$21.2K)
Filed 2026-10-26
LongView Wealth Management
INCREASED
Shares7,889 from 7,828
Change+61 (+1%)
Value$899.4K (-$91.5K)
Filed 2026-10-19
Birch Hill Investment Advisors LLC
UNCHANGED
Shares7,888 from 7,888
Change0 (0%)
Value$899.3K (-$99.2K)
Filed 2026-10-16
Revisor Wealth Management LLC
DECREASED
Shares7,880 from 9,214
Change-1,334 (-14%)
Value$933.0K (-$233.4K)
Filed 2026-10-20
Foster Victor Wealth Advisors, LLC
INCREASED
Shares7,880 from 7,873
Change+7 (+0%)
Value$939.9K (-$55.0K)
Filed 2026-10-21
Aprio Wealth Management, LLC
DECREASED
Shares7,817 from 8,130
Change-313 (-4%)
Value$891.2K (-$137.8K)
Filed 2026-10-28
Archford Capital Strategies, LLC
DECREASED
Shares7,706 from 7,979
Change-273 (-3%)
Value$878.6K (-$131.4K)
Filed 2026-10-19
Monument Capital Management
INCREASED
Shares7,674 from 7,137
Change+537 (+8%)
Value$874.9K (-$28.5K)
Filed 2026-10-09
Fisher Asset Management, LLC
INCREASED
Shares7,569 from 7,422
Change+147 (+2%)
Value$863.0K (-$76.5K)
Filed 2026-11-06
Community Bank of Raymore
UNCHANGED
Shares7,565 from 7,565
Change0 (0%)
Value$862.5K (-$95.1K)
Filed 2026-10-23
Schmidt P J Investment Management Inc
INCREASED
Shares7,563 from 7,263
Change+300 (+4%)
Value$862.3K (-$57.1K)
Filed 2026-11-02
Integras Partners LLC
UNCHANGED
Shares7,512 from 7,512
Change0 (0%)
Value$856.4K (-$94.4K)
Filed 2026-10-30
Certuity, LLC
INCREASED
Shares7,466 from 6,212
Change+1,254 (+20%)
Value$851.2K (+$64.9K)
Filed 2026-11-02
Themes Management Co LLC
DECREASED
Shares7,421 from 8,757
Change-1,336 (-15%)
Value$846.1K (-$262.4K)
Filed 2026-10-29
Powers Advisory Group, LLC
INCREASED
Shares7,415 from 7,308
Change+107 (+1%)
Value$845.4K (-$79.6K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares7,401 from 6,867
Change+534 (+8%)
Value$841.8K (-$21.9K)
Filed 2026-11-02
Violich Capital Management, Inc.
DECREASED
Shares7,383 from 8,208
Change-825 (-10%)
Value$841.7K (-$197.2K)
Filed 2026-10-05
Alessandra Capital Management, LLC
DECREASED
Shares7,374 from 8,006
Change-632 (-8%)
Value$840.7K (-$172.6K)
Filed 2026-10-30
Stockman Wealth Management, Inc.
DECREASED
Shares7,331 from 7,355
Change-24 (0%)
Value$835.8K (-$95.2K)
Filed 2026-10-27
Sawyer & Company, Inc
DECREASED
Shares7,307 from 7,667
Change-360 (-5%)
Value$833.1K (-$137.4K)
Filed 2026-10-21
Cigna Investments Inc
DECREASED
Shares7,243 from 7,300
Change-57 (-1%)
Value$826.0K (-$98.0K)
Filed 2026-10-19
Angeles Wealth Management, LLC
DECREASED
Shares7,168 from 7,617
Change-449 (-6%)
Value$817.2K (-$146.9K)
Filed 2026-10-26
Crescent Sterling, Ltd.
INCREASED
Shares7,165 from 6,771
Change+394 (+6%)
Value$816.9K (-$40.2K)
Filed 2026-10-16
Lantz Financial LLC
DECREASED
Shares7,127 from 7,442
Change-315 (-4%)
Value$812.6K (-$129.4K)
Filed 2026-10-15
AdvisorNet Financial, Inc
INCREASED
Shares7,106 from 7,038
Change+68 (+1%)
Value$850.2K (-$40.7K)
Filed 2026-10-15
Nations Financial Group Inc,
INCREASED
Shares7,102 from 6,478
Change+624 (+10%)
Value$809.8K (-$10.3K)
Filed 2026-11-05
WealthPoint Financial, LLC
INCREASED
Shares7,095 from 6,328
Change+767 (+12%)
Value$808.9K (+$7.9K)
Filed 2026-11-03
Miramontes Capital, LLC
INCREASED
Shares7,090 from 6,754
Change+336 (+5%)
Value$808.4K (-$46.6K)
Filed 2026-10-19
Mechanics Financial Corp
INCREASED
Shares7,070 from 6,894
Change+176 (+3%)
Value$806.1K (-$66.6K)
Filed 2026-11-05
Capital Square, LLC
INCREASED
Shares7,068 from 6,942
Change+126 (+2%)
Value$805.9K (-$65.3K)
Filed 2026-10-19
MCF Advisors LLC
INCREASED
Shares7,060 from 6,762
Change+298 (+4%)
Value$804.9K (-$51.0K)
Filed 2026-10-28
Madden Securities Corp
DECREASED
Shares7,051 from 7,121
Change-70 (-1%)
Value$803.9K (-$97.5K)
Filed 2026-10-27
Gradient Investments LLC
DECREASED
Shares7,003 from 7,504
Change-501 (-7%)
Value$798.4K (-$151.5K)
Filed 2026-10-08
Smith Thornton Advisors LLC
DECREASED
Shares6,977 from 7,000
Change-23 (0%)
Value$795.4K (-$92.6K)
Filed 2026-10-16
BCS Wealth Management
DECREASED
Shares6,948 from 7,260
Change-312 (-4%)
Value$792.2K (-$126.8K)
Filed 2026-11-03
GW Henssler & Associates LTD
INCREASED
Shares6,947 from 6,830
Change+117 (+2%)
Value$792.1K (-$72.5K)
Filed 2026-10-26
Howard Capital Management, LLC
DECREASED
Shares6,916 from 6,978
Change-62 (-1%)
Value$788.5K (-$94.8K)
Filed 2026-10-16
Jmac Enterprises LLC
INCREASED
Shares6,900 from 5,000
Change+1,900 (+38%)
Value$786.7K (+$153.8K)
Filed 2026-10-30
XY Planning Network, Inc.
DECREASED
Shares6,877 from 6,905
Change-28 (0%)
Value$784.0K (-$90.1K)
Filed 2026-10-14
Steph & Co
INCREASED
Shares6,869 from 6,746
Change+123 (+2%)
Value$783.1K (-$70.8K)
Filed 2026-10-07
Garrett Wealth Advisory Group, LLC
INCREASED
Shares6,837 from 6,308
Change+529 (+8%)
Value$779.5K (-$19.0K)
Filed 2026-10-22
Eastern Bank
INCREASED
Shares6,829 from 6,117
Change+712 (+12%)
Value$778.6K (+$4.3K)
Filed 2026-10-05
Parkside Financial Bank & Trust
INCREASED
Shares6,816 from 6,035
Change+781 (+13%)
Value$777.1K (+$13.2K)
Filed 2026-10-27
Manchester Capital Management LLC
DECREASED
Shares6,771 from 6,868
Change-97 (-1%)
Value$772.0K (-$97.4K)
Filed 2026-10-22
LVM Capital Management LTD
DECREASED
Shares6,763 from 6,941
Change-178 (-3%)
Value$771.1K (+$770.2K)
Filed 2026-10-20
Gibbs Wealth Management
INCREASED
Shares6,762 from 6,212
Change+550 (+9%)
Value$771.0K (-$15.3K)
Filed 2026-10-22
Gateway Investment Advisers LLC
INCREASED
Shares6,734 from 6,189
Change+545 (+9%)
Value$767.7K (-$15.7K)
Filed 2026-10-13
Financial Security Advisor, Inc.
INCREASED
Shares6,719 from 5,575
Change+1,144 (+21%)
Value$766.1K (+$60.4K)
Filed 2026-11-03
High Point Wealth Management, LLC
INCREASED
Shares6,694 from 6,132
Change+562 (+9%)
Value$763.1K (-$13.0K)
Filed 2026-11-05
Carret Asset Management, LLC
UNCHANGED
Shares6,688 from 6,688
Change0 (0%)
Value$762.5K (-$84.1K)
Filed 2026-11-04
Realta Investment Advisors
NEW
Shares6,664
Change+6,664
Value$759.8K
Filed 2026-10-14
Legacy Wealth Asset Management, LLC
INCREASED
Shares6,660 from 6,640
Change+20 (+0%)
Value$759.3K (-$81.2K)
Filed 2026-10-09
Challenger Wealth Management
INCREASED
Shares6,655 from 6,554
Change+101 (+2%)
Value$758.8K (-$70.8K)
Filed 2026-10-30
Adirondack Trust Co
DECREASED
Shares6,647 from 6,720
Change-73 (-1%)
Value$757.8K (-$92.8K)
Filed 2026-10-14
TrueWealth Advisors, LLC
INCREASED
Shares6,588 from 6,110
Change+478 (+8%)
Value$751.1K (-$22.2K)
Filed 2026-10-09
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares6,570 from 6,340
Change+230 (+4%)
Value$749.0K (-$53.4K)
Filed 2026-11-02
Precedent Wealth Partners, LLC
DECREASED
Shares6,510 from 21,328
Change-14,818 (-69%)
Value$742.2K (-$2.0M)
Filed 2026-10-21
BIP Wealth, LLC
DECREASED
Shares6,504 from 6,858
Change-354 (-5%)
Value$741.5K (-$126.6K)
Filed 2026-10-22
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares6,482 from 6,623
Change-141 (-2%)
Value$739.1K (-$99.3K)
Filed 2026-10-06
Krilogy Financial LLC
INCREASED
Shares6,460 from 2,457
Change+4,003 (+163%)
Value$760.3K (+$449.2K)
Filed 2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares6,453 from 5,587
Change+866 (+16%)
Value$735.8K (+$28.6K)
Filed 2026-10-09
Joel Isaacson & Co., LLC
INCREASED
Shares6,448 from 6,366
Change+82 (+1%)
Value$735.1K (-$70.7K)
Filed 2026-11-05
John G Ullman & Associates Inc
UNCHANGED
Shares6,437 from 6,437
Change0 (0%)
Value$733.9K (-$80.9K)
Filed 2026-11-04
Essex Bank
UNCHANGED
Shares6,436 from 6,436
Change0 (0%)
Value$733.8K (-$80.9K)
Filed 2026-10-16
Alta Advisers Ltd
INCREASED
Shares6,397 from 3,000
Change+3,397 (+113%)
Value$729.3K (+$349.6K)
Filed 2026-11-02
Thrive Wealth Management, LLC
INCREASED
Shares6,361 from 6,349
Change+12 (+0%)
Value$725.2K (-$78.4K)
Filed 2026-10-13
Curated Wealth Partners LLC
NEW
Shares6,332
Change+6,332
Value$721.9K
Filed 2026-10-15
Future Financial Wealth Managment LLC
INCREASED
Shares6,319 from 6,291
Change+28 (+0%)
Value$720.4K (-$92.8K)
Filed 2026-10-15
Westover Capital Advisors, LLC
INCREASED
Shares6,308 from 2,991
Change+3,317 (+111%)
Value$719.2K (+$340.6K)
Filed 2026-10-26
Spinnaker Investment Group, LLC
DECREASED
Shares6,279 from 6,304
Change-25 (0%)
Value$715.9K (-$82.1K)
Filed 2026-10-13
First Command Advisory Services, Inc.
INCREASED
Shares6,237 from 6,188
Change+49 (+1%)
Value$711.1K (-$72.2K)
Filed 2026-11-05
Procyon Advisors, LLC
DECREASED
Shares6,225 from 6,356
Change-131 (-2%)
Value$709.8K (-$94.8K)
Filed 2026-10-21
Mcdaniel Terry & Co
UNCHANGED
Shares6,213 from 6,213
Change0 (0%)
Value$708.3K (-$78.1K)
Filed 2026-11-05
Zinnia Wealth Advisory, LLC
DECREASED
Shares6,171 from 6,304
Change-133 (-2%)
Value$703.6K (-$94.3K)
Filed 2026-11-06
Finivi Inc.
INCREASED
Shares6,167 from 6,121
Change+46 (+1%)
Value$703.1K (-$71.7K)
Filed 2026-10-13
3Chopt Investment Partners, LLC
DECREASED
Shares6,136 from 6,916
Change-780 (-11%)
Value$699.6K (-$175.9K)
Filed 2026-10-30
Bank of New Hampshire
DECREASED
Shares6,133 from 6,179
Change-46 (-1%)
Value$699.2K (-$82.9K)
Filed 2026-10-06
Avantax Planning Partners, Inc.
DECREASED
Shares6,132 from 6,521
Change-389 (-6%)
Value$699.1K (-$126.2K)
Filed 2026-11-03
Fortem Financial Group, LLC
DECREASED
Shares6,124 from 6,829
Change-705 (-10%)
Value$698.2K (-$166.2K)
Filed 2026-10-20
Moody National Bank Trust Division
UNCHANGED
Shares6,112 from 6,112
Change0 (0%)
Value$696.8K (-$76.8K)
Filed 2026-10-06
Diversified Management Inc
NEW
Shares6,092
Change+6,092
Value$694.5K
Filed 2026-10-08
Financial Management Professionals, Inc.
DECREASED
Shares6,088 from 6,198
Change-110 (-2%)
Value$694.1K (-$90.4K)
Filed 2026-10-23
Mitchell Sinkler & Starr
UNCHANGED
Shares6,046 from 6,046
Change0 (0%)
Value$689.3K (-$76.0K)
Filed 2026-10-13
Washington Trust Co
DECREASED
Shares6,018 from 6,662
Change-644 (-10%)
Value$686.1K (-$157.2K)
Filed 2026-10-22
Cannon Financial Strategists, Inc.
UNCHANGED
Shares5,989 from 5,989
Change0 (0%)
Value$682.8K (-$75.3K)
Filed 2026-10-19
MBA Advisors LLC
INCREASED
Shares5,986 from 5,630
Change+356 (+6%)
Value$682.5K (-$30.2K)
Filed 2026-10-29
Keudell ison Wealth Management
DECREASED
Shares5,983 from 6,201
Change-218 (-4%)
Value$682.1K (-$102.8K)
Filed 2026-10-16
Diligent Investors, LLC
DECREASED
Shares5,980 from 6,380
Change-400 (-6%)
Value$681.8K (-$125.7K)
Filed 2026-10-21
Silverlake Wealth Management LLC
INCREASED
Shares5,965 from 5,959
Change+6 (+0%)
Value$680.1K (-$74.2K)
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares5,933 from 5,772
Change+161 (+3%)
Value$701.0K (-$23.2K)
Filed 2026-10-20
Ironsides Asset Advisors, LLC
INCREASED
Shares5,927 from 4,177
Change+1,750 (+42%)
Value$675.8K (+$147.0K)
Filed 2026-10-20
Trust Point Inc.
DECREASED
Shares5,927 from 5,938
Change-11 (0%)
Value$675.7K (-$75.9K)
Filed 2026-10-27
Radnor Capital Management, LLC
UNCHANGED
Shares5,926 from 5,926
Change0 (0%)
Value$675.6K (-$74.5K)
Filed 2026-10-23
BayBridge Capital Group, LLC
INCREASED
Shares5,921 from 4,537
Change+1,384 (+31%)
Value$675.0K (+$100.6K)
Filed 2026-10-13
Almanack Investment Partners, Llc.
INCREASED
Shares5,906 from 5,827
Change+79 (+1%)
Value$673.4K (-$64.2K)
Filed 2026-11-03
Cross Staff Investments Inc
UNCHANGED
Shares5,886 from 5,886
Change0 (0%)
Value$671.1K (-$74.0K)
Filed 2026-10-22
Busey Bank
INCREASED
Shares5,878 from 4,999
Change+879 (+18%)
Value$670.2K (+$37.4K)
Filed 2026-10-26
High Net Worth Advisory Group LLC
INCREASED
Shares5,852 from 5,827
Change+25 (+0%)
Value$667.3K (-$70.4K)
Filed 2026-10-26
Visionary Horizons, LLC
INCREASED
Shares5,846 from 5,387
Change+459 (+9%)
Value$666.5K (-$15.4K)
Filed 2026-10-22
Bill Few Associates, Inc.
INCREASED
Shares5,822 from 5,657
Change+165 (+3%)
Value$663.8K (-$52.3K)
Filed 2026-10-09
Register Financial Advisors LLC
INCREASED
Shares5,798 from 5,784
Change+14 (+0%)
Value$661.0K (-$71.2K)
Filed 2026-10-23
Independence Bank of Kentucky
INCREASED
Shares5,781 from 5,532
Change+249 (+5%)
Value$659.1K (-$41.1K)
Filed 2026-10-26
Finward Bancorp
DECREASED
Shares5,779 from 5,894
Change-115 (-2%)
Value$658.9K (-$87.2K)
Filed 2026-10-14
Sapient Capital LLC
DECREASED
Shares5,764 from 5,790
Change-26 (0%)
Value$657.2K (-$75.7K)
Filed 2026-10-08
Castleview Partners, LLC
INCREASED
Shares5,761 from 4,852
Change+909 (+19%)
Value$656.8K (+$42.5K)
Filed 2026-10-09
Golden State Wealth Management, LLC
DECREASED
Shares5,756 from 5,872
Change-116 (-2%)
Value$656.3K (-$87.0K)
Filed 2026-11-02
Probity Advisors, Inc.
INCREASED
Shares5,724 from 4,869
Change+855 (+18%)
Value$652.5K (+$36.2K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
INCREASED
Shares5,720 from 5,351
Change+369 (+7%)
Value$652.1K (-$25.2K)
Filed 2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED
Shares5,714 from 5,103
Change+611 (+12%)
Value$651.4K (+$5.5K)
Filed 2026-10-21
NWF Advisory Services Inc.
DECREASED
Shares5,707 from 6,023
Change-316 (-5%)
Value$650.7K (-$111.6K)
Filed 2026-10-19
Kuhn & Co Investment Counsel
INCREASED
Shares5,707 from 5,696
Change+11 (+0%)
Value$650.7K (-$70.3K)
Filed 2026-10-29
R Squared Ltd
NEW
Shares5,704
Change+5,704
Value$650.3K
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares5,681 from 5,935
Change-254 (-4%)
Value$647.8K (-$103.5K)
Filed 2026-10-14
Armstrong Advisory Group, Inc
DECREASED
Shares5,673 from 6,275
Change-602 (-10%)
Value$646.7K (-$147.6K)
Filed 2026-10-09
SBI Securities Co., Ltd.
INCREASED
Shares5,670 from 5,061
Change+609 (+12%)
Value$646.4K (+$5.8K)
Filed 2026-10-22
Univest Financial Corp
INCREASED
Shares5,668 from 4,678
Change+990 (+21%)
Value$646.2K (+$54.1K)
Filed 2026-11-05
LexAurum Advisors, LLC
INCREASED
Shares5,661 from 3,584
Change+2,077 (+58%)
Value$645.4K (+$191.7K)
Filed 2026-10-19
Thayer Financial, L.L.C.
INCREASED
Shares5,634 from 4,582
Change+1,052 (+23%)
Value$640.8K (+$60.7K)
Filed 2026-10-21
Tannin Capital LLC
DECREASED
Shares5,626 from 6,215
Change-589 (-9%)
Value$641.4K (-$145.3K)
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares5,568 from 6,199
Change-631 (-10%)
Value$634.8K (-$149.8K)
Filed 2026-11-04
WealthPlan Investment Management, LLC
DECREASED
Shares5,524 from 5,581
Change-57 (-1%)
Value$629.8K (-$76.7K)
Filed 2026-10-15
Kassira Wealth Management LLC
INCREASED
Shares5,519 from 5,442
Change+77 (+1%)
Value$629.2K (-$59.6K)
Filed 2026-10-28
Nikulski Financial, Inc.
INCREASED
Shares5,516 from 4,391
Change+1,125 (+26%)
Value$628.9K (+$73.1K)
Filed 2026-11-06
BAR Harbor Wealth Management
DECREASED
Shares5,512 from 5,628
Change-116 (-2%)
Value$628.4K (-$84.0K)
Filed 2026-10-21
E&G Advisors, LLC
UNCHANGED
Shares5,509 from 5,509
Change0 (0%)
Value$628.1K (-$69.2K)
Filed 2026-10-13
First Financial Bank - Trust Division
DECREASED
Shares5,495 from 5,579
Change-84 (-2%)
Value$626.5K (-$79.7K)
Filed 2026-10-01
Legacy Trust
INCREASED
Shares5,425 from 2,697
Change+2,728 (+101%)
Value$691.1K (+$349.7K)
Filed 2026-11-06
Blackston Financial Advisory Group, LLC
INCREASED
Shares5,423 from 2,835
Change+2,588 (+91%)
Value$618.3K (+$259.5K)
Filed 2026-11-04
Douglas Lane & Associates, LLC
DECREASED
Shares5,421 from 5,820
Change-399 (-7%)
Value$618.0K (-$118.6K)
Filed 2026-10-09
71 West Capital Partners
DECREASED
Shares5,417 from 5,933
Change-516 (-9%)
Value$617.6K (-$133.4K)
Filed 2026-11-04
Live Oak Investment Partners
DECREASED
Shares5,417 from 5,418
Change-1 (0%)
Value$617.6K (-$68.2K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
DECREASED
Shares5,414 from 5,928
Change-514 (-9%)
Value$617.3K (-$133.1K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED
Shares5,329 from 5,330
Change-1 (0%)
Value$607.6K (-$67.1K)
Filed 2026-11-02
Cordatus Wealth Management LLC
DECREASED
Shares5,309 from 5,357
Change-48 (-1%)
Value$605.2K (-$72.7K)
Filed 2026-10-19
Wilkins Investment Counsel Inc
UNCHANGED
Shares5,309 from 5,309
Change0 (0%)
Value$605.3K (-$66.7K)
Filed 2026-11-03
Decker Wealth Management LLC
DECREASED
Shares5,276 from 5,476
Change-200 (-4%)
Value$601.5K (-$91.6K)
Filed 2026-10-09
Aspen Investment Management Inc
INCREASED
Shares5,272 from 5,222
Change+50 (+1%)
Value$601.0K (+$600.3K)
Filed 2026-11-05
Firethorn Wealth Partners, LLC
INCREASED
Shares5,260 from 5,203
Change+57 (+1%)
Value$599.7K (-$58.9K)
Filed 2026-10-14
Retirement Planning Co of New England, Inc.
INCREASED
Shares5,233 from 5,216
Change+17 (+0%)
Value$596.6K (-$63.6K)
Filed 2026-10-15
Premier Path Wealth Partners, LLC
DECREASED
Shares5,228 from 5,745
Change-517 (-9%)
Value$596.0K (-$131.2K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares5,211 from 2,955
Change+2,256 (+76%)
Value$594.1K (+$220.1K)
Filed 2026-11-05
St. Louis Trust Co
UNCHANGED
Shares5,207 from 5,207
Change0 (0%)
Value$593.7K (-$555.3K)
Filed 2026-11-03
Latitude Advisors, LLC
INCREASED
Shares5,146 from 5,139
Change+7 (+0%)
Value$586.6K (-$63.8K)
Filed 2026-10-27
Personal CFO Solutions, LLC
DECREASED
Shares5,138 from 5,929
Change-791 (-13%)
Value$585.8K (-$164.7K)
Filed 2026-11-06
Waters Parkerson & Co., LLC
DECREASED
Shares5,135 from 6,022
Change-887 (-15%)
Value$585.4K (-$176.8K)
Filed 2026-11-04
Burney Co/
DECREASED
Shares5,121 from 5,229
Change-108 (-2%)
Value$583.8K (-$78.0K)
Filed 2026-10-15
XML Financial, LLC
INCREASED
Shares5,111 from 5,002
Change+109 (+2%)
Value$582.7K (-$50.4K)
Filed 2026-10-29
Cypress Wealth Services, LLC
DECREASED
Shares5,101 from 5,209
Change-108 (-2%)
Value$590.0K (-$69.3K)
Filed 2026-10-21
Hendershot Investments Inc.
DECREASED
Shares5,087 from 5,153
Change-66 (-1%)
Value$579.9K (-$72.3K)
Filed 2026-11-05
Uhlmann Price Securities, LLC
DECREASED
Shares5,056 from 5,067
Change-11 (0%)
Value$576.4K (-$64.9K)
Filed 2026-11-03
Walker Asset Management, LLC
INCREASED
Shares5,048 from 5,009
Change+39 (+1%)
Value$575.5K (-$58.5K)
Filed 2026-10-13
Kathmere Capital Management, LLC
DECREASED
Shares5,006 from 5,070
Change-64 (-1%)
Value$570.7K (-$71.0K)
Filed 2026-10-20
Smith Chas P & Associates PA Cpas
INCREASED
Shares4,981 from 4,625
Change+356 (+8%)
Value$605.1K (+$19.6K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
INCREASED
Shares4,968 from 4,690
Change+278 (+6%)
Value$566.4K (-$27.3K)
Filed 2026-10-21
Avestar Capital, LLC
DECREASED
Shares4,955 from 5,632
Change-677 (-12%)
Value$564.9K (-$147.9K)
Filed 2026-10-28
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares4,933 from 5,000
Change-67 (-1%)
Value$562.4K (-$70.5K)
Filed 2026-11-02
PDS Planning, Inc
INCREASED
Shares4,931 from 4,530
Change+401 (+9%)
Value$562.2K (-$11.2K)
Filed 2026-11-03
Greatmark Investment Partners, Inc.
INCREASED
Shares4,929 from 4,721
Change+208 (+4%)
Value$562.0K (-$35.6K)
Filed 2026-10-28
Hudock, Inc.
DECREASED
Shares4,900 from 4,983
Change-83 (-2%)
Value$558.7K (-$72.1K)
Filed 2026-10-14
RDA Financial Network
DECREASED
Shares4,898 from 5,815
Change-917 (-16%)
Value$558.4K (-$177.6K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
INCREASED
Shares4,846 from 3,001
Change+1,845 (+61%)
Value$552.5K (+$172.6K)
Filed 2026-10-29
NBH Bank
INCREASED
Shares4,827 from 4,746
Change+81 (+2%)
Value$550.3K (-$50.4K)
Filed 2026-11-05
Southland Equity Partners LLC
INCREASED
Shares4,818 from 4,815
Change+3 (+0%)
Value$549.3K (-$60.2K)
Filed 2026-10-14
Wolff Financial Management LLC
UNCHANGED
Shares4,810 from 4,810
Change0 (0%)
Value$548.4K (-$60.5K)
Filed 2026-10-23
Forum Financial Management, LP
INCREASED
Shares4,796 from 4,728
Change+68 (+1%)
Value$546.8K (-$51.7K)
Filed 2026-10-16
Saxony Capital Management, LLC
INCREASED
Shares4,783 from 4,171
Change+612 (+15%)
Value$545.3K (+$17.4K)
Filed 2026-10-15
Insight Wealth Partners, LLC
DECREASED
Shares4,763 from 4,813
Change-50 (-1%)
Value$543.0K (-$66.2K)
Filed 2026-10-26
Blue Fin Capital, Inc.
DECREASED
Shares4,750 from 4,786
Change-36 (-1%)
Value$541.6K (-$64.3K)
Filed 2026-10-28
Earned Wealth Advisors, LLC
INCREASED
Shares4,748 from 4,168
Change+580 (+14%)
Value$541.3K (+$13.8K)
Filed 2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares4,732 from 4,788
Change-56 (-1%)
Value$539.5K (-$66.6K)
Filed 2026-10-23
Investment Advisory Services Inc
DECREASED
Shares4,725 from 4,769
Change-44 (-1%)
Value$538.7K (-$65.0K)
Filed 2026-10-27
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares4,717 from 4,742
Change-25 (-1%)
Value$537.8K (-$62.4K)
Filed 2026-10-08
Peak Financial Advisors LLC
INCREASED
Shares4,712 from 4,073
Change+639 (+16%)
Value$537.2K (+$21.7K)
Filed 2026-10-28
Costello Asset Management, Inc
DECREASED
Shares4,697 from 5,196
Change-499 (-10%)
Value$535.5K (-$122.2K)
Filed 2026-10-30
Pettinga Financial Advisors LLC
DECREASED
Shares4,691 from 4,728
Change-37 (-1%)
Value$534.8K (-$63.7K)
Filed 2026-10-13
Interchange Capital Partners, LLC
DECREASED
Shares4,676 from 4,847
Change-171 (-4%)
Value$533.1K (-$80.4K)
Filed 2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED
Shares4,672 from 4,695
Change-23 (0%)
Value$532.7K (-$61.6K)
Filed 2026-10-05
United Advisor Group, LLC
INCREASED
Shares4,667 from 3,428
Change+1,239 (+36%)
Value$532.1K (+$98.2K)
Filed 2026-11-03
Highland Capital Management, LLC
DECREASED
Shares4,662 from 41,647
Change-36,985 (-89%)
Value$531.5K (-$4.7M)
Filed 2026-10-26
Schear Investment Advisers, LLC
NEW
Shares4,625
Change+4,625
Value$527.3K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares4,625 from 2,994
Change+1,631 (+54%)
Value$527.3K (+$148.3K)
Filed 2026-10-14
Code Waechter LLC
INCREASED
Shares4,621 from 4,601
Change+20 (+0%)
Value$526.9K (-$55.5K)
Filed 2026-10-23
SeaBridge Investment Advisors LLC
NEW
Shares4,617
Change+4,617
Value$526.4K
Filed 2026-11-02
Level Wealth Management LLC
INCREASED
Shares4,603 from 4,599
Change+4 (+0%)
Value$524.8K (-$57.4K)
Filed 2026-10-23
Marathon Strategic Advisors, LLC
DECREASED
Shares4,599 from 4,666
Change-67 (-1%)
Value$524.4K (-$66.3K)
Filed 2026-10-20
Lord & Richards Wealth Management, LLC
NEW
Shares4,575
Change+4,575
Value$521.6K
Filed 2026-10-14
Salvus Wealth Management, LLC
INCREASED
Shares4,568 from 3,691
Change+877 (+24%)
Value$520.8K (+$53.6K)
Filed 2026-10-13
Asset Advisors Investment Management, LLC
INCREASED
Shares4,501 from 4,327
Change+174 (+4%)
Value$513.2K (-$34.6K)
Filed 2026-10-19
Beacon Capital Management, LLC
DECREASED
Shares4,479 from 4,555
Change-76 (-2%)
Value$510.7K (-$65.9K)
Filed 2026-10-23
Argus Investors' Counsel, Inc.
UNCHANGED
Shares4,448 from 4,448
Change0 (0%)
Value$507.1K (-$55.9K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
INCREASED
Shares4,441 from 3,861
Change+580 (+15%)
Value$506.4K (+$754)
Filed 2026-10-13
Intrua Financial, LLC
DECREASED
Shares4,440 from 4,589
Change-149 (-3%)
Value$506.2K (-$74.6K)
Filed 2026-10-28
Focused Wealth Management, Inc
INCREASED
Shares4,430 from 4,386
Change+44 (+1%)
Value$505.1K (-$50.0K)
Filed 2026-10-30
Calamos Wealth Management LLC
INCREASED
Shares4,425 from 4,416
Change+9 (+0%)
Value$504.5K (-$54.5K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
INCREASED
Shares4,421 from 4,229
Change+192 (+5%)
Value$504.0K (-$31.3K)
Filed 2026-10-26
Princeton Capital Management LLC
DECREASED
Shares4,356 from 4,619
Change-263 (-6%)
Value$496.6K (-$88.0K)
Filed 2026-10-27
Towne Trust Company, N.a
INCREASED
Shares4,331 from 1,931
Change+2,400 (+124%)
Value$493.8K (+$249.4K)
Filed 2026-10-28
Partners Wealth Management, LLC
INCREASED
Shares4,323 from 1,994
Change+2,329 (+117%)
Value$492.9K (+$240.5K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares4,294 from 3,361
Change+933 (+28%)
Value$489.6K (+$64.1K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares4,275 from 4,285
Change-10 (0%)
Value$487.4K (-$55.0K)
Filed 2026-10-21
Hummer Financial Advisory Services Inc
DECREASED
Shares4,274 from 4,474
Change-200 (-4%)
Value$487.3K (-$79.0K)
Filed 2026-10-09
First Heartland Consultants, Inc.
INCREASED
Shares4,270 from 3,312
Change+958 (+29%)
Value$486.9K (+$67.6K)
Filed 2026-10-08
W.H. Cornerstone Investments Inc.
INCREASED
Shares4,245 from 4,167
Change+78 (+2%)
Value$484.0K (-$43.5K)
Filed 2026-11-03
Brucke Financial, Inc.
DECREASED
Shares4,232 from 4,249
Change-17 (0%)
Value$482.5K (-$55.4K)
Filed 2026-10-23
D.B. Root & Company, LLC
INCREASED
Shares4,226 from 4,195
Change+31 (+1%)
Value$481.9K (-$49.2K)
Filed 2026-11-04
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares4,213 from 4,213
Change0 (0%)
Value$480.4K (-$53.0K)
Filed 2026-11-02
Allegheny Financial Group
INCREASED
Shares4,203 from 4,048
Change+155 (+4%)
Value$479.2K (-$33.2K)
Filed 2026-11-05
Meridian Investment Counsel Inc.
UNCHANGED
Shares4,190 from 4,190
Change0 (0%)
Value$477.7K (-$52.7K)
Filed 2026-10-14
Diversified Enterprises, LLC
INCREASED
Shares4,185 from 3,462
Change+723 (+21%)
Value$477.1K (+$38.9K)
Filed 2026-10-19
Investment Partners Asset Management, Inc.
INCREASED
Shares4,185 from 4,178
Change+7 (+0%)
Value$477.1K (-$51.7K)
Filed 2026-10-09
Oakworth Capital, Inc.
INCREASED
Shares4,184 from 4,162
Change+22 (+1%)
Value$477.0K (-$49.3K)
Filed 2026-10-26
International Private Wealth Advisors LLC
NEW
Shares4,174
Change+4,174
Value$475.9K
Filed 2026-11-05
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares4,167 from 2,664
Change+1,503 (+56%)
Value$475.1K (+$137.8K)
Filed 2026-11-02
BXM Wealth LLC
INCREASED
Shares4,165 from 4,065
Change+100 (+2%)
Value$474.9K (-$39.7K)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED
Shares4,153 from 3,578
Change+575 (+16%)
Value$473.5K (+$20.6K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
DECREASED
Shares4,150 from 4,181
Change-31 (-1%)
Value$473.1K (-$56.1K)
Filed 2026-10-28
1900 Wealth Management LLC
INCREASED
Shares4,143 from 3,062
Change+1,081 (+35%)
Value$472.4K (+$84.8K)
Filed 2026-10-13
Atlas Wealth Partners, LLC
INCREASED
Shares4,132 from 3,957
Change+175 (+4%)
Value$471.1K (-$29.8K)
Filed 2026-11-03
Uncommon Cents Investing Inc
INCREASED
Shares4,129 from 3,974
Change+155 (+4%)
Value$470.7K (-$32.3K)
Filed 2026-10-20
Marathon Capital Management
INCREASED
Shares4,112 from 4,110
Change+2 (+0%)
Value$468.8K (-$51.4K)
Filed 2026-10-23
Associated Banc-Corp
INCREASED
Shares4,088 from 4,080
Change+8 (+0%)
Value$466.1K (-$50.4K)
Filed 2026-10-30
Alpha Zero LLC
DECREASED
Shares4,080 from 4,521
Change-441 (-10%)
Value$465.2K (-$105.0K)
Filed 2026-11-06
McCollum Christoferson Group LLC
UNCHANGED
Shares4,079 from 4,079
Change0 (0%)
Value$465.0K (-$51.3K)
Filed 2026-10-13
WBH Advisory Inc
INCREASED
Shares4,078 from 3,596
Change+482 (+13%)
Value$464.9K (+$9.8K)
Filed 2026-11-05
Community Financial Services Group, LLC
DECREASED
Shares4,073 from 4,173
Change-100 (-2%)
Value$463.3K (-$61.6K)
Filed 2026-10-15
Capital Management Associates, Inc
DECREASED
Shares4,066 from 4,087
Change-21 (-1%)
Value$463.6K (-$53.8K)
Filed 2026-10-20
Affinity Capital Advisors, LLC
INCREASED
Shares4,065 from 1,991
Change+2,074 (+104%)
Value$474.2K (+$223.4K)
Filed 2026-10-13
Carolina Wealth Management Inc
INCREASED
Shares4,059 from 4,050
Change+9 (+0%)
Value$462.8K (-$49.8K)
Filed 2026-10-29
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares4,048 from 4,048
Change0 (0%)
Value$461.5K (-$50.9K)
Filed 2026-10-15
Old Port Advisors
DECREASED
Shares4,041 from 4,196
Change-155 (-4%)
Value$460.7K (-$70.4K)
Filed 2026-10-23
Terril Brothers, Inc.
INCREASED
Shares4,034 from 2,564
Change+1,470 (+57%)
Value$459.9K (+$135.4K)
Filed 2026-11-06
First Nebraska Trust Co
INCREASED
Shares4,010 from 3,920
Change+90 (+2%)
Value$457.2K (-$39.0K)
Filed 2026-10-30
T3 Companies, LLC
NEW
Shares4,000
Change+4,000
Value$456.0K
Filed 2026-10-22
Versant Capital Management, Inc
DECREASED
Shares3,990 from 4,340
Change-350 (-8%)
Value$454.9K (-$94.5K)
Filed 2026-10-02
Verum Partners LLC
DECREASED
Shares3,990 from 4,182
Change-192 (-5%)
Value$454.9K (-$74.4K)
Filed 2026-10-21
John Boyer, Inc.
INCREASED
Shares3,988 from 3,953
Change+35 (+1%)
Value$454.7K (-$45.5K)
Filed 2026-10-27
Hamilton Point Investment Advisors, LLC
INCREASED
Shares3,986 from 2,531
Change+1,455 (+57%)
Value$454.4K (+$134.1K)
Filed 2026-11-03
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares3,967 from 3,967
Change0 (0%)
Value$452.3K (-$49.9K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares3,963 from 3,864
Change+99 (+3%)
Value$451.8K (-$37.3K)
Filed 2026-10-29
LeConte Wealth Management, LLC
INCREASED
Shares3,962 from 3,921
Change+41 (+1%)
Value$451.7K (-$44.6K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
INCREASED
Shares3,962 from 3,959
Change+3 (+0%)
Value$451.7K (-$49.4K)
Filed 2026-10-22
Connecticut Wealth Management, LLC
INCREASED
Shares3,955 from 3,889
Change+66 (+2%)
Value$450.9K (-$41.4K)
Filed 2026-10-13
PFG Advisors
DECREASED
Shares3,942 from 4,135
Change-193 (-5%)
Value$449.4K (-$74.0K)
Filed 2026-10-16
Beacon Wealthcare LLC
INCREASED
Shares3,939 from 1,757
Change+2,182 (+124%)
Value$449.1K (+$226.7K)
Filed 2026-10-02
Breakwater Capital Group
DECREASED
Shares3,937 from 4,044
Change-107 (-3%)
Value$448.9K (-$63.0K)
Filed 2026-10-09
Traphagen Investment Advisors LLC
INCREASED
Shares3,936 from 3,916
Change+20 (+1%)
Value$448.7K (-$47.0K)
Filed 2026-10-14
Meadowbrook Wealth Management, LLC
DECREASED
Shares3,911 from 4,436
Change-525 (-12%)
Value$445.9K (-$112.0K)
Filed 2026-10-08
Salomon & Ludwin, LLC
DECREASED
Shares3,909 from 4,168
Change-259 (-6%)
Value$445.7K (-$78.5K)
Filed 2026-10-29
AM Investment Strategies LLC
DECREASED
Shares3,903 from 4,055
Change-152 (-4%)
Value$445.0K (+$444.5K)
Filed 2026-11-05
CMG Global Holdings, LLC
DECREASED
Shares3,900 from 3,910
Change-10 (0%)
Value$444.6K (-$50.3K)
Filed 2026-10-14
Washington Capital Management, Inc
DECREASED
Shares3,895 from 4,595
Change-700 (-15%)
Value$444.1K (-$137.6K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares3,888 from 3,579
Change+309 (+9%)
Value$443.3K (-$10.0K)
Filed 2026-10-08
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares3,884 from 3,884
Change0 (0%)
Value$442.8K (-$48.8K)
Filed 2026-11-03
Agate Pass Investment Management, LLC
DECREASED
Shares3,870 from 3,989
Change-119 (-3%)
Value$441.2K (-$63.7K)
Filed 2026-10-20
Garner Asset Management Corp
INCREASED
Shares3,868 from 3,791
Change+77 (+2%)
Value$481.3K (+$1.5K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED
Shares3,830 from 3,868
Change-38 (-1%)
Value$436.7K (-$52.9K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED
Shares3,830 from 3,827
Change+3 (+0%)
Value$436.7K (-$47.8K)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
DECREASED
Shares3,809 from 3,968
Change-159 (-4%)
Value$434.3K (-$68.0K)
Filed 2026-10-26
Mindset Wealth Management, LLC
UNCHANGED
Shares3,805 from 3,805
Change0 (0%)
Value$433.8K (-$47.8K)
Filed 2026-10-19
Cooper Financial Group
INCREASED
Shares3,795 from 3,392
Change+403 (+12%)
Value$432.6K (+$3.3K)
Filed 2026-10-07
Beese Fulmer Investment Management, Inc.
DECREASED
Shares3,794 from 3,849
Change-55 (-1%)
Value$432.5K (-$54.8K)
Filed 2026-10-23
Global Assets Advisory, LLC
INCREASED
Shares3,792 from 3,616
Change+176 (+5%)
Value$431.8K (-$23.1K)
Filed 2026-10-28
Wendell David Associates Inc
UNCHANGED
Shares3,790 from 3,790
Change0 (0%)
Value$432.0K (-$48.0K)
Filed 2026-10-27
First Financial Group Corp
DECREASED
Shares3,786 from 3,832
Change-46 (-1%)
Value$431.7K (-$53.4K)
Filed 2026-10-22
Reynders McVeigh Capital Management, LLC
DECREASED
Shares3,785 from 3,877
Change-92 (-2%)
Value$431.5K (-$59.5K)
Filed 2026-10-30
Arbor Investment Advisors, LLC
DECREASED
Shares3,773 from 12,647
Change-8,874 (-70%)
Value$430.2K (-$1.2M)
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares3,770 from 3,603
Change+167 (+5%)
Value$474.6K (+$8.9K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED
Shares3,767 from 3,617
Change+150 (+4%)
Value$429.4K (-$28.4K)
Filed 2026-10-19
Childress Capital Advisors, LLC
DECREASED
Shares3,757 from 4,491
Change-734 (-16%)
Value$428.3K (-$140.1K)
Filed 2026-10-28
Yankcom Partnership
INCREASED
Shares3,752 from 3,522
Change+230 (+7%)
Value$427.8K (-$18.1K)
Filed 2026-10-15
Mayfair Advisory Group, LLC
DECREASED
Shares3,748 from 4,108
Change-360 (-9%)
Value$427.3K (-$108.9K)
Filed 2026-10-20
tru Independence LLC
INCREASED
Shares3,739 from 1,945
Change+1,794 (+92%)
Value$426.3K (+$180.0K)
Filed 2026-10-20
Lake Street Private Wealth, LLC
UNCHANGED
Shares3,737 from 3,737
Change0 (0%)
Value$426.1K (-$47.0K)
Filed 2026-10-22
Trueblood Wealth Management, LLC
DECREASED
Shares3,736 from 3,813
Change-77 (-2%)
Value$425.9K (-$56.7K)
Filed 2026-10-23
Summit Asset Management, LLC
INCREASED
Shares3,712 from 3,477
Change+235 (+7%)
Value$423.2K (-$16.9K)
Filed 2026-11-05
Stanley-Laman Group, Ltd.
UNCHANGED
Shares3,660 from 3,660
Change0 (0%)
Value$417.3K (-$46.0K)
Filed 2026-10-20
Chapin Davis, Inc.
INCREASED
Shares3,651 from 3,446
Change+205 (+6%)
Value$416.3K (-$19.9K)
Filed 2026-10-09
Absher Wealth Management, LLC
UNCHANGED
Shares3,648 from 3,648
Change0 (0%)
Value$415.9K (-$45.9K)
Filed 2026-11-02
Secure Asset Management, LLC
INCREASED
Shares3,625 from 3,414
Change+211 (+6%)
Value$413.3K (-$18.9K)
Filed 2026-10-19
Quad-Cities Investment Group, LLC
INCREASED
Shares3,625 from 3,616
Change+9 (+0%)
Value$413.3K (-$44.4K)
Filed 2026-10-16
Grey Ledge Advisors, LLC
INCREASED
Shares3,624 from 3,494
Change+130 (+4%)
Value$413.2K (-$29.1K)
Filed 2026-11-02
Curbstone Financial Management Corp
INCREASED
Shares3,622 from 3,522
Change+100 (+3%)
Value$412.9K (-$32.9K)
Filed 2026-10-21
True Private Wealth Advisors
INCREASED
Shares3,593 from 3,522
Change+71 (+2%)
Value$409.7K (-$36.2K)
Filed 2026-10-19
Financial Futures Ltd Liability Co.
DECREASED
Shares3,591 from 3,594
Change-3 (0%)
Value$409.4K (-$45.5K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
UNCHANGED
Shares3,586 from 3,586
Change0 (0%)
Value$408.8K (-$45.1K)
Filed 2026-10-20
First Merchants Corp
INCREASED
Shares3,565 from 3,559
Change+6 (+0%)
Value$406.4K (-$44.1K)
Filed 2026-10-15
Fulcrum Equity Management
DECREASED
Shares3,559 from 3,998
Change-439 (-11%)
Value$405.7K (-$100.3K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
INCREASED
Shares3,547 from 3,427
Change+120 (+4%)
Value$404.4K (-$29.4K)
Filed 2026-10-13
Harold Davidson & Associates Inc.
DECREASED
Shares3,536 from 3,624
Change-88 (-2%)
Value$403.1K (-$55.6K)
Filed 2026-10-29
Brandywine OAK Private Wealth LLC
INCREASED
Shares3,529 from 3,411
Change+118 (+3%)
Value$402.3K (-$29.5K)
Filed 2026-10-23
Pflug Koory, LLC
INCREASED
Shares3,522 from 2,868
Change+654 (+23%)
Value$401.5K (+$38.5K)
Filed 2026-10-26
Grove Bank & Trust
INCREASED
Shares3,517 from 3,342
Change+175 (+5%)
Value$401.0K (-$22.1K)
Filed 2026-10-08
Bestgate Wealth Advisors, LLC
INCREASED
Shares3,508 from 2,682
Change+826 (+31%)
Value$400.0K (+$60.4K)
Filed 2026-10-13
Victory Financial Group, LLC
INCREASED
Shares3,507 from 3,108
Change+399 (+13%)
Value$399.8K (+$6.4K)
Filed 2026-10-27
Genesis Private Wealth, LLC
DECREASED
Shares3,506 from 3,516
Change-10 (0%)
Value$399.7K (-$45.3K)
Filed 2026-11-02
Westhampton Capital, LLC
UNCHANGED
Shares3,503 from 3,503
Change0 (0%)
Value$399.4K (-$44.0K)
Filed 2026-10-30
Wright Investors Service Inc
INCREASED
Shares3,479 from 3,455
Change+24 (+1%)
Value$396.6K (-$40.7K)
Filed 2026-11-02
Asset Planning,Inc
INCREASED
Shares3,466 from 3,460
Change+6 (+0%)
Value$395.1K (-$42.8K)
Filed 2026-10-26
North Star Investment Management Corp.
DECREASED
Shares3,462 from 3,502
Change-40 (-1%)
Value$394.7K (-$48.6K)
Filed 2026-10-27
Onyx Bridge Wealth Group LLC
DECREASED
Shares3,449 from 3,459
Change-10 (0%)
Value$393.2K (-$44.6K)
Filed 2026-10-16
CRA Financial Services, LLC
DECREASED
Shares3,443 from 3,488
Change-45 (-1%)
Value$392.6K (-$48.9K)
Filed 2026-10-16
Barlow Wealth Partners, LLC
UNCHANGED
Shares3,438 from 3,438
Change0 (0%)
Value$397.6K (-$38.3K)
Filed 2026-10-15
Duncker Streett & Co Inc
UNCHANGED
Shares3,433 from 3,433
Change0 (0%)
Value$391.4K (-$43.2K)
Filed 2026-10-27
Foster Group, Inc.
DECREASED
Shares3,425 from 3,951
Change-526 (-13%)
Value$390.5K (-$109.6K)
Filed 2026-10-13
Linden Thomas Advisory Services, LLC
NEW
Shares3,403
Change+3,403
Value$388.0K
Filed 2026-10-19
Curran Financial Partners, LLC
NEW
Shares3,391
Change+3,391
Value$386.6K
Filed 2026-11-04
Provenance Wealth Advisors, LLC
INCREASED
Shares3,382 from 181
Change+3,201 (+1769%)
Value$385.6K (+$362.7K)
Filed 2026-10-30
Verus Financial Partners, Inc.
INCREASED
Shares3,378 from 3,221
Change+157 (+5%)
Value$385.2K (-$22.5K)
Filed 2026-10-29
Charles Schwab Trust Co
INCREASED
Shares3,368 from 3,111
Change+257 (+8%)
Value$384.0K (-$9.8K)
Filed 2026-10-15
BKM Wealth Management, LLC
INCREASED
Shares3,352 from 2,811
Change+541 (+19%)
Value$382.2K (+$26.3K)
Filed 2026-10-22
Mattern Wealth Management LLC
UNCHANGED
Shares3,318 from 3,318
Change0 (0%)
Value$378.3K (-$41.7K)
Filed 2026-11-04
Seven Hills Financial, LLC
NEW
Shares3,309
Change+3,309
Value$377.3K
Filed 2026-10-13
Anchyra Partners LLC
DECREASED
Shares3,298 from 3,495
Change-197 (-6%)
Value$376.0K (-$66.4K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
INCREASED
Shares3,292 from 3,056
Change+236 (+8%)
Value$375.3K (-$11.5K)
Filed 2026-10-21
Revolve Wealth Partners, LLC
DECREASED
Shares3,291 from 3,389
Change-98 (-3%)
Value$375.2K (-$53.8K)
Filed 2026-10-23
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares3,274 from 3,274
Change0 (0%)
Value$373.3K (-$41.2K)
Filed 2026-11-05
First Business Financial Services, Inc.
DECREASED
Shares3,273 from 3,321
Change-48 (-1%)
Value$373.2K (-$47.2K)
Filed 2026-10-29
Financial Symmetry Inc
INCREASED
Shares3,266 from 2,940
Change+326 (+11%)
Value$372.3K (+$245)
Filed 2026-10-06
Marotta Asset Management
DECREASED
Shares3,266 from 3,465
Change-199 (-6%)
Value$372.4K (-$63.4K)
Filed 2026-10-02
JB Capital LLC
INCREASED
Shares3,249 from 3,097
Change+152 (+5%)
Value$370.5K (-$21.6K)
Filed 2026-10-19
Conning Inc.
DECREASED
Shares3,244 from 3,286
Change-42 (-1%)
Value$369.8K (-$46.1K)
Filed 2026-10-27
Timonier Family Office, Ltd.
INCREASED
Shares3,244 from 3,242
Change+2 (+0%)
Value$369.8K (-$40.6K)
Filed 2026-11-03
Fairvoy Private Wealth, LLC
INCREASED
Shares3,242 from 3,236
Change+6 (+0%)
Value$369.6K (-$40.0K)
Filed 2026-10-19
Sawgrass Asset Management LLC
DECREASED
Shares3,241 from 3,422
Change-181 (-5%)
Value$369.5K (-$63.7K)
Filed 2026-11-03
Norris Perne & French LLP
INCREASED
Shares3,239 from 2,444
Change+795 (+33%)
Value$369.3K (+$59.9K)
Filed 2026-10-23
Baker Boyer National Bank
UNCHANGED
Shares3,233 from 3,233
Change0 (0%)
Value$368.6K (-$40.6K)
Filed 2026-11-05
Approach Retirement Advisors, LLC
DECREASED
Shares3,232 from 3,369
Change-137 (-4%)
Value$368.5K (-$58.0K)
Filed 2026-10-22
Portfolio Design Labs, LLC
INCREASED
Shares3,214 from 3,143
Change+71 (+2%)
Value$366.4K (-$31.4K)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED
Shares3,205 from 4,117
Change-912 (-22%)
Value$365.5K (-$155.7K)
Filed 2026-10-20
Elmwood Wealth Management, Inc.
DECREASED
Shares3,201 from 3,238
Change-37 (-1%)
Value$364.9K (-$45.0K)
Filed 2026-10-14
Keystone Wealth Services, LLC
NEW
Shares3,195
Change+3,195
Value$364.9K
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares3,188 from 3,609
Change-421 (-12%)
Value$363.4K (-$93.5K)
Filed 2026-10-30
Triad Wealth Partners, LLC
DECREASED
Shares3,187 from 3,610
Change-423 (-12%)
Value$363.4K (-$85.3K)
Filed 2026-10-26
Virtue Capital Management, LLC
INCREASED
Shares3,181 from 3,106
Change+75 (+2%)
Value$362.7K (-$30.5K)
Filed 2026-10-29
KPP Advisory Services LLC
DECREASED
Shares3,172 from 4,376
Change-1,204 (-28%)
Value$361.6K (-$192.3K)
Filed 2026-10-26
Perpetual Ltd
DECREASED
Shares3,171 from 3,554
Change-383 (-11%)
Value$361.5K (-$88.3K)
Filed 2026-10-13
CWS Financial Advisors, LLC
DECREASED
Shares3,171 from 3,240
Change-69 (-2%)
Value$361.6K (-$48.5K)
Filed 2026-10-16
Griffin Asset Management, Inc.
INCREASED
Shares3,168 from 3,156
Change+12 (+0%)
Value$361.2K (-$38.3K)
Filed 2026-10-22
Facet Wealth, Inc.
DECREASED
Shares3,164 from 3,297
Change-133 (-4%)
Value$360.7K (-$56.6K)
Filed 2026-11-04
Chiron Capital Management, LLC
INCREASED
Shares3,155 from 2,622
Change+533 (+20%)
Value$359.6K (+$27.8K)
Filed 2026-10-15
Cascade Investment Group, Inc.
INCREASED
Shares3,154 from 3,099
Change+55 (+2%)
Value$359.6K (-$32.7K)
Filed 2026-10-13
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares3,137 from 2,177
Change+960 (+44%)
Value$357.7K (+$82.1K)
Filed 2026-10-16
Peachtree Investment Partners, LLC
INCREASED
Shares3,127 from 2,980
Change+147 (+5%)
Value$356.5K (-$20.7K)
Filed 2026-11-05
Collaborative Fund Advisors, LLC
INCREASED
Shares3,097 from 2,723
Change+374 (+14%)
Value$353.1K (+$8.4K)
Filed 2026-11-02
Eagle Strategies LLC
INCREASED
Shares3,093 from 1,935
Change+1,158 (+60%)
Value$352.6K (+$107.7K)
Filed 2026-10-16
Traynor Capital Management, Inc.
INCREASED
Shares3,062 from 2,457
Change+605 (+25%)
Value$349.1K (+$38.1K)
Filed 2026-10-29
Accel Wealth Management
DECREASED
Shares3,062 from 3,303
Change-241 (-7%)
Value$349.1K (-$69.0K)
Filed 2026-10-13
Mainsail Asset Management, LLC
INCREASED
Shares3,060 from 2,665
Change+395 (+15%)
Value$353.9K (+$20.8K)
Filed 2026-10-14
Aurora Private Wealth, Inc.
NEW
Shares3,053
Change+3,053
Value$348.0K
Filed 2026-10-20
Xcel Wealth Management, LLC
DECREASED
Shares3,048 from 3,066
Change-18 (-1%)
Value$347.5K (-$40.6K)
Filed 2026-10-26
Exchange Bank
UNCHANGED
Shares3,045 from 3,045
Change0 (0%)
Value$347.2K (-$38.3K)
Filed 2026-10-07
Patriot Investment Management Group, Inc.
UNCHANGED
Shares3,026 from 3,026
Change0 (0%)
Value$345.0K (-$38.0K)
Filed 2026-10-15
Goldstein Advisors, LLC
INCREASED
Shares3,021 from 2,801
Change+220 (+8%)
Value$344.4K (-$10.1K)
Filed 2026-10-15
West Paces Advisors Inc.
DECREASED
Shares3,013 from 3,088
Change-75 (-2%)
Value$343.5K (-$47.4K)
Filed 2026-10-13
Novem Group
INCREASED
Shares3,011 from 3,005
Change+6 (+0%)
Value$343.3K (-$37.2K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
DECREASED
Shares3,009 from 3,100
Change-91 (-3%)
Value$343.0K (-$49.3K)
Filed 2026-10-05
SmartHarvest Portfolios, LLC
DECREASED
Shares3,006 from 3,916
Change-910 (-23%)
Value$342.7K (-$153.0K)
Filed 2026-10-26
Means Investment Co., Inc.
INCREASED
Shares3,006 from 2,997
Change+9 (+0%)
Value$342.7K (-$36.6K)
Filed 2026-11-03
Walter Public Investments Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$342.0K (-$37.7K)
Filed 2026-11-05
Boston Trust Walden Corp
INCREASED
Shares2,992 from 2,984
Change+8 (+0%)
Value$341.1K (-$36.6K)
Filed 2026-10-30
Texas Bank & Trust Co
DECREASED
Shares2,991 from 3,038
Change-47 (-2%)
Value$341.0K (-$43.5K)
Filed 2026-11-04
Greg Jennings, LLC
NEW
Shares2,987
Change+2,987
Value$340.5K
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares2,981 from 2,702
Change+279 (+10%)
Value$339.8K (-$2.2K)
Filed 2026-10-29
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares2,974 from 3,348
Change-374 (-11%)
Value$339.0K (-$84.8K)
Filed 2026-11-04
Fagan Associates, Inc.
UNCHANGED
Shares2,970 from 2,970
Change0 (0%)
Value$338.6K (-$37.3K)
Filed 2026-10-13
Uniting Wealth Partners, LLC
INCREASED
Shares2,968 from 2,837
Change+131 (+5%)
Value$338.3K (-$20.8K)
Filed 2026-11-06
William B. Walkup & Associates, Inc.
DECREASED
Shares2,963 from 3,137
Change-174 (-6%)
Value$337.8K (-$59.3K)
Filed 2026-11-05
Sigma Investment Counselors Inc
INCREASED
Shares2,932 from 2,550
Change+382 (+15%)
Value$334.3K (+$11.5K)
Filed 2026-10-27
SpringVest Wealth Management LLC
INCREASED
Shares2,929 from 2,699
Change+230 (+9%)
Value$334.0K (-$7.6K)
Filed 2026-10-27
Ellis Investment Partners, LLC
INCREASED
Shares2,929 from 2,887
Change+42 (+1%)
Value$334.0K (-$31.5K)
Filed 2026-10-21
Cpwa, LLC
INCREASED
Shares2,925 from 2,770
Change+155 (+6%)
Value$344.3K (-$6.3K)
Filed 2026-11-04
Benin Management Corp
UNCHANGED
Shares2,918 from 2,918
Change0 (0%)
Value$332.7K (-$36.7K)
Filed 2026-10-22
Guinness Asset Management LTD
INCREASED
Shares2,915 from 2,442
Change+473 (+19%)
Value$332.3K (+$23.2K)
Filed 2026-11-05
Winthrop Advisory Group LLC
INCREASED
Shares2,899 from 2,613
Change+286 (+11%)
Value$330.6K (-$151)
Filed 2026-10-22
Market Street Wealth Management Advisors LLC
DECREASED
Shares2,899 from 2,900
Change-1 (0%)
Value$330.5K (-$36.6K)
Filed 2026-10-09
Baron Wealth Management LLC
DECREASED
Shares2,889 from 3,507
Change-618 (-18%)
Value$329.4K (-$114.5K)
Filed 2026-10-27
Acorn Financial Advisory Services Inc
UNCHANGED
Shares2,885 from 2,885
Change0 (0%)
Value$329.0K (-$36.2K)
Filed 2026-11-02
Shayne & Jacobs, LLC
UNCHANGED
Shares2,882 from 2,882
Change0 (0%)
Value$328.6K (-$36.2K)
Filed 2026-10-21
VAN Strum & Towne Inc.
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$327.8K (-$36.1K)
Filed 2026-11-06
Southern Financial Group, LLC
INCREASED
Shares2,858 from 2,848
Change+10 (+0%)
Value$325.9K (-$34.7K)
Filed 2026-10-30
Holcombe Financial, Inc.
UNCHANGED
Shares2,853 from 2,853
Change0 (0%)
Value$325.3K (-$35.9K)
Filed 2026-10-16
Centurion Wealth Management LLC
INCREASED
Shares2,852 from 2,759
Change+93 (+3%)
Value$325.2K (-$24.0K)
Filed 2026-10-13
Kestra Investment Management, LLC
INCREASED
Shares2,845 from 2,288
Change+557 (+24%)
Value$324.3K (+$34.7K)
Filed 2026-11-04
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares2,845 from 2,845
Change0 (0%)
Value$324.4K (-$35.8K)
Filed 2026-10-27
Sather Financial Group Inc
DECREASED
Shares2,834 from 2,862
Change-28 (-1%)
Value$323.1K (-$39.2K)
Filed 2026-10-30
Howard Financial Services, Ltd.
DECREASED
Shares2,829 from 2,901
Change-72 (-2%)
Value$322.5K (-$44.7K)
Filed 2026-10-15
May Hill Capital, LLC
DECREASED
Shares2,822 from 3,430
Change-608 (-18%)
Value$321.7K (-$112.4K)
Filed 2026-11-03
Vista Investment Partners II, LLC
DECREASED
Shares2,819 from 3,793
Change-974 (-26%)
Value$321.4K (-$158.7K)
Filed 2026-10-15
Wealthcare Capital Partners, LLC
INCREASED
Shares2,817 from 2,748
Change+69 (+3%)
Value$321.2K (-$26.6K)
Filed 2026-10-21
J. Team Financial, Inc.
INCREASED
Shares2,804 from 2,387
Change+417 (+17%)
Value$319.7K (+$17.5K)
Filed 2026-11-03
Intergy Private Wealth, LLC
DECREASED
Shares2,803 from 2,858
Change-55 (-2%)
Value$319.6K (-$42.2K)
Filed 2026-10-16
Pioneer Trust Bank N A
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$319.2K (-$35.2K)
Filed 2026-11-06
Union Savings Bank
UNCHANGED
Shares2,794 from 2,794
Change0 (0%)
Value$318.5K (-$35.1K)
Filed 2026-10-14
First Citizens Financial Corp
UNCHANGED
Shares2,789 from 2,789
Change0 (0%)
Value$318.0K (-$35.1K)
Filed 2026-10-02
SteelPeak Wealth, LLC
DECREASED
Shares2,774 from 3,011
Change-237 (-8%)
Value$316.3K (-$64.9K)
Filed 2026-10-16
Alpine Bank Wealth Management
DECREASED
Shares2,774 from 2,788
Change-14 (0%)
Value$316.3K (-$36.6K)
Filed 2026-10-16
Teza Capital Management LLC
NEW
Shares2,772
Change+2,772
Value$316.0K
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,769 from 2,778
Change-9 (0%)
Value$315.7K (-$36.0K)
Filed 2026-10-14
Grant Private Wealth Management Inc
DECREASED
Shares2,767 from 6,606
Change-3,839 (-58%)
Value$315.4K (-$520.8K)
Filed 2026-10-19
A4 Wealth Advisors LLC
INCREASED
Shares2,763 from 2,615
Change+148 (+6%)
Value$315.0K (-$16.0K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
DECREASED
Shares2,757 from 2,791
Change-34 (-1%)
Value$314.3K (-$39.0K)
Filed 2026-10-14
Treasure Coast Financial Planning
UNCHANGED
Shares2,744 from 2,744
Change0 (0%)
Value$312.8K (-$34.5K)
Filed 2026-11-03
Beacon Financial Strategies Corp
INCREASED
Shares2,743 from 1,402
Change+1,341 (+96%)
Value$312.8K (+$135.3K)
Filed 2026-10-14
L. Roy Papp & Associates, LLP
UNCHANGED
Shares2,740 from 2,740
Change0 (0%)
Value$312.4K (-$34.4K)
Filed 2026-10-21
Connecticut Capital Management Group, LLC
INCREASED
Shares2,732 from 2,731
Change+1 (+0%)
Value$311.5K (-$34.2K)
Filed 2026-10-29
Clearwave Capital, LLC
INCREASED
Shares2,718 from 2,655
Change+63 (+2%)
Value$309.9K (-$26.2K)
Filed 2026-10-27
Cravens & Co Advisors, LLC
INCREASED
Shares2,708 from 2,683
Change+25 (+1%)
Value$308.7K (-$30.9K)
Filed 2026-10-16
Clearstead Trust, LLC
UNCHANGED
Shares2,705 from 2,705
Change0 (0%)
Value$308.4K (-$34.0K)
Filed 2026-11-06
Gilman Hill Asset Management, LLC
DECREASED
Shares2,700 from 4,011
Change-1,311 (-33%)
Value$307.9K (-$199.9K)
Filed 2026-10-13
Searle & Co.
DECREASED
Shares2,686 from 3,186
Change-500 (-16%)
Value$306.2K (-$97.1K)
Filed 2026-11-04
Belleair Asset Management, LLC
UNCHANGED
Shares2,675 from 2,675
Change0 (0%)
Value$305.0K (-$33.6K)
Filed 2026-11-03
Mason & Associates, LLC
UNCHANGED
Shares2,672 from 2,672
Change0 (0%)
Value$304.6K (-$33.6K)
Filed 2026-10-26
Capital Asset Advisory Services LLC
DECREASED
Shares2,668 from 2,730
Change-62 (-2%)
Value$334.6K (-$11.0K)
Filed 2026-10-30
William Allan Corp
DECREASED
Shares2,667 from 2,717
Change-50 (-2%)
Value$304.1K (-$39.9K)
Filed 2026-10-14
Riverbend Wealth Management, LLC
INCREASED
Shares2,662 from 2,567
Change+95 (+4%)
Value$303.5K (-$21.4K)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED
Shares2,656 from 2,730
Change-74 (-3%)
Value$302.8K (-$42.7K)
Filed 2026-10-08
Heartwood Wealth Advisors LLC
UNCHANGED
Shares2,641 from 2,641
Change0 (0%)
Value$301.1K (-$33.2K)
Filed 2026-10-05
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares2,640 from 10,020
Change-7,380 (-74%)
Value$301.0K (-$967.5K)
Filed 2026-10-14
LCM Capital Management Inc
UNCHANGED
Shares2,629 from 2,629
Change0 (0%)
Value$299.7K (-$33.0K)
Filed 2026-10-20
Gerald Baker Financial Group LLC
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$299.3K (-$33.0K)
Filed 2026-10-09
Rossmore Private Capital
UNCHANGED
Shares2,622 from 2,622
Change0 (0%)
Value$298.9K (-$33.0K)
Filed 2026-10-27
Partnership Wealth Management, LLC
UNCHANGED
Shares2,612 from 2,612
Change0 (0%)
Value$297.8K (-$32.8K)
Filed 2026-10-05
Grandfield & Dodd, LLC
UNCHANGED
Shares2,601 from 2,601
Change0 (0%)
Value$296.5K (-$32.7K)
Filed 2026-10-29
Citizens National Bank Trust Department
UNCHANGED
Shares2,592 from 2,592
Change0 (0%)
Value$295.5K (-$32.6K)
Filed 2026-11-04
Resonant Capital Advisors, LLC
DECREASED
Shares2,591 from 3,660
Change-1,069 (-29%)
Value$295.4K (-$167.9K)
Filed 2026-10-15
Dutch Asset Corp
INCREASED
Shares2,590 from 2,480
Change+110 (+4%)
Value$295.3K (-$18.6K)
Filed 2026-10-20
FAI Advisors, Inc.
DECREASED
Shares2,583 from 2,622
Change-39 (-1%)
Value$294.5K (-$37.4K)
Filed 2026-10-27
Vicus Capital
INCREASED
Shares2,582 from 2,434
Change+148 (+6%)
Value$294.4K (-$13.7K)
Filed 2026-11-05
Beirne Wealth Consulting Services, LLC
INCREASED
Shares2,572 from 2,565
Change+7 (+0%)
Value$293.3K (-$31.4K)
Filed 2026-10-19
Schulz Wealth, Ltd.
INCREASED
Shares2,571 from 2,505
Change+66 (+3%)
Value$293.1K (-$24.0K)
Filed 2026-11-03
Shulman DeMeo Asset Management LLC
INCREASED
Shares2,556 from 2,546
Change+10 (+0%)
Value$291.0K (-$31.3K)
Filed 2026-10-09
Lazari Capital Management, Inc.
INCREASED
Shares2,554 from 2,550
Change+4 (+0%)
Value$291.2K (-$31.6K)
Filed 2026-10-20
Verus Capital Partners, LLC
DECREASED
Shares2,552 from 3,863
Change-1,311 (-34%)
Value$290.9K (-$198.0K)
Filed 2026-11-03
Van Cleef Asset Management,Inc
DECREASED
Shares2,548 from 2,549
Change-1 (0%)
Value$290.5K (-$32.2K)
Filed 2026-10-20
Charter Capital Management, Llc\de
DECREASED
Shares2,544 from 2,592
Change-48 (-2%)
Value$290.1K (-$38.0K)
Filed 2026-10-28
Howard Wealth Management, LLC
DECREASED
Shares2,521 from 2,536
Change-15 (-1%)
Value$287.5K (-$33.7K)
Filed 2026-10-28
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares2,515 from 2,511
Change+4 (+0%)
Value$286.7K (-$31.1K)
Filed 2026-10-09
55 North Private Wealth, LLC
DECREASED
Shares2,512 from 2,541
Change-29 (-1%)
Value$286.4K (-$35.2K)
Filed 2026-10-20
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,511 from 3,329
Change-818 (-25%)
Value$286.3K (-$135.0K)
Filed 2026-10-28
Richardson Financial Services Inc.
DECREASED
Shares2,511 from 2,844
Change-333 (-12%)
Value$286.3K (-$73.7K)
Filed 2026-10-30
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares2,511 from 2,511
Change0 (0%)
Value$286.3K (-$31.6K)
Filed 2026-10-13
Birch Financial Group, LLC
DECREASED
Shares2,489 from 3,260
Change-771 (-24%)
Value$283.7K (-$128.9K)
Filed 2026-10-27
Smith Asset Management Co., LLC
DECREASED
Shares2,489 from 2,619
Change-130 (-5%)
Value$283.8K (-$47.7K)
Filed 2026-10-16
Deseret Mutual Benefit Administrators
INCREASED
Shares2,484 from 2,434
Change+50 (+2%)
Value$283.2K (-$24.9K)
Filed 2026-11-04
Landmark Wealth Management, LLC
INCREASED
Shares2,479 from 2,468
Change+11 (+0%)
Value$282.7K (-$29.8K)
Filed 2026-11-03
Wealth Quarterback LLC
INCREASED
Shares2,478 from 2,466
Change+12 (+0%)
Value$282.5K (-$29.6K)
Filed 2026-10-20
Cottage Street Advisors LLC
INCREASED
Shares2,473 from 2,452
Change+21 (+1%)
Value$282.0K (-$28.3K)
Filed 2026-10-19
Caliber Wealth Management, LLC / KS
INCREASED
Shares2,466 from 1,688
Change+778 (+46%)
Value$281.1K (+$67.5K)
Filed 2026-11-04
Tred Avon Family Wealth, LLC
UNCHANGED
Shares2,466 from 2,466
Change0 (0%)
Value$281.1K (-$31.0K)
Filed 2026-10-20
TBH Global Asset Management, LLC
DECREASED
Shares2,455 from 4,055
Change-1,600 (-39%)
Value$279.9K (-$233.4K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
DECREASED
Shares2,450 from 2,466
Change-16 (-1%)
Value$279.3K (-$32.8K)
Filed 2026-10-23
Kraematon Investment Advisors, Inc
INCREASED
Shares2,448 from 2,431
Change+17 (+1%)
Value$279.1K (-$28.5K)
Filed 2026-11-02
Guardian Investment Management
UNCHANGED
Shares2,439 from 2,439
Change0 (0%)
Value$278.1K (-$30.7K)
Filed 2026-10-23
Capital Advantage, Inc.
UNCHANGED
Shares2,439 from 2,439
Change0 (0%)
Value$278.1K (-$30.7K)
Filed 2026-10-14
Inscription Capital, LLC
DECREASED
Shares2,437 from 2,995
Change-558 (-19%)
Value$277.8K (-$101.3K)
Filed 2026-11-02
Capital Advisors Wealth Management, LLC
DECREASED
Shares2,434 from 3,319
Change-885 (-27%)
Value$277.5K (-$142.5K)
Filed 2026-10-09
Indiana Trust & Investment Management Co
DECREASED
Shares2,422 from 2,713
Change-291 (-11%)
Value$276.1K (-$67.3K)
Filed 2026-10-22
New Hampshire Trust
DECREASED
Shares2,416 from 2,454
Change-38 (-2%)
Value$275.4K (-$35.2K)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,414 from 2,206
Change+208 (+9%)
Value$114.2K (-$14.0K)
Filed 2026-11-04
Cromwell Holdings LLC
DECREASED
Shares2,393 from 2,469
Change-76 (-3%)
Value$272.8K (-$39.7K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,391 from 183
Change+2,208 (+1207%)
Value$272.7K (+$249.5K)
Filed 2026-10-16
YHB Investment Advisors, Inc.
INCREASED
Shares2,383 from 2,357
Change+26 (+1%)
Value$271.7K (-$26.7K)
Filed 2026-10-08
Miller Financial Services LLC
INCREASED
Shares2,381 from 2,379
Change+2 (+0%)
Value$271.5K (-$29.6K)
Filed 2026-10-20
Richwood Investment Advisors, LLC
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$270.8K (-$29.9K)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
INCREASED
Shares2,371 from 2,360
Change+11 (+0%)
Value$270.3K (-$28.4K)
Filed 2026-11-02
Curat Global, LLC
INCREASED
Shares2,369 from 1,666
Change+703 (+42%)
Value$270.1K (-$29.4K)
Filed 2026-10-26
Arsenal Capital Advisors LLC
INCREASED
Shares2,365 from 2,325
Change+40 (+2%)
Value$269.6K (-$24.7K)
Filed 2026-11-02
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares2,364 from 2,474
Change-110 (-4%)
Value$269.5K (-$43.6K)
Filed 2026-10-05
Founders Grove Wealth Partners, LLC
DECREASED
Shares2,362 from 2,486
Change-124 (-5%)
Value$269.3K (-$45.4K)
Filed 2026-10-16
Black Diamond Financial, LLC
INCREASED
Shares2,357 from 1,768
Change+589 (+33%)
Value$268.8K (+$45.0K)
Filed 2026-10-26
Werba Rubin Papier Wealth Management
DECREASED
Shares2,353 from 2,576
Change-223 (-9%)
Value$268.3K (-$57.8K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
DECREASED
Shares2,348 from 2,598
Change-250 (-10%)
Value$267.7K (-$61.2K)
Filed 2026-10-29
Phoenix Wealth Advisors
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$266.8K (-$29.4K)
Filed 2026-11-03
Weatherly Asset Management L. P.
DECREASED
Shares2,335 from 2,339
Change-4 (0%)
Value$266.2K (-$29.9K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares2,334 from 2,253
Change+81 (+4%)
Value$266.1K (-$19.1K)
Filed 2026-10-16
First United Bank & Trust
DECREASED
Shares2,327 from 2,375
Change-48 (-2%)
Value$265.3K (-$35.3K)
Filed 2026-10-22
Cornerstone Management, Inc.
INCREASED
Shares2,321 from 2,196
Change+125 (+6%)
Value$264.7K (-$13.3K)
Filed 2026-10-16
IVC Wealth Advisors LLC
INCREASED
Shares2,318 from 2,130
Change+188 (+9%)
Value$264.3K (-$5.3K)
Filed 2026-10-23
M. Kraus & Co
UNCHANGED
Shares2,312 from 2,312
Change0 (0%)
Value$263.6K (-$29.1K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
DECREASED
Shares2,306 from 3,596
Change-1,290 (-36%)
Value$262.9K (-$192.2K)
Filed 2026-10-28
City State Bank
UNCHANGED
Shares2,292 from 2,292
Change0 (0%)
Value$261.3K (-$28.8K)
Filed 2026-10-20
Warm Springs Advisors Inc.
UNCHANGED
Shares2,291 from 2,291
Change0 (0%)
Value$261.2K (-$28.8K)
Filed 2026-10-28
Legacy Wealth Partners, LLC
DECREASED
Shares2,289 from 2,329
Change-40 (-2%)
Value$261.0K (-$33.8K)
Filed 2026-10-15
Sulzberger Capital Advisors, Inc.
NEW
Shares2,287
Change+2,287
Value$260.7K
Filed 2026-10-20
Patrick M Sweeney & Associates, Inc
INCREASED
Shares2,277 from 2,156
Change+121 (+6%)
Value$259.6K (-$13.4K)
Filed 2026-10-22
Prosperity Financial Group, Inc.
INCREASED
Shares2,268 from 1,880
Change+388 (+21%)
Value$258.6K (+$20.6K)
Filed 2026-10-29
Capital City Trust Co
UNCHANGED
Shares2,265 from 2,265
Change0 (0%)
Value$258.2K (-$28.5K)
Filed 2026-10-22
Central Bank & Trust Co
UNCHANGED
Shares2,253 from 2,253
Change0 (0%)
Value$256.9K (-$28.3K)
Filed 2026-10-09
Adkins Seale Capital Management LLC
UNCHANGED
Shares2,236 from 2,236
Change0 (0%)
Value$254.9K (-$28.1K)
Filed 2026-10-27
Cultivar Capital, Inc.
DECREASED
Shares2,235 from 2,258
Change-23 (-1%)
Value$254.8K (-$31.0K)
Filed 2026-10-14
Kennebec Savings Bank
DECREASED
Shares2,218 from 2,239
Change-21 (-1%)
Value$252.9K (-$30.5K)
Filed 2026-10-22
SYM Financial Corp
INCREASED
Shares2,215 from 1,919
Change+296 (+15%)
Value$252.5K (+$9.6K)
Filed 2026-10-26
Coquina Private Wealth LLC
DECREASED
Shares2,210 from 2,410
Change-200 (-8%)
Value$252.0K (-$53.1K)
Filed 2026-10-27
Crown Wealth Group, LLC
DECREASED
Shares2,196 from 2,320
Change-124 (-5%)
Value$250.4K (-$43.3K)
Filed 2026-10-19
Peddock Capital Advisors, LLC
UNCHANGED
Shares2,195 from 2,195
Change0 (0%)
Value$250.3K (-$27.6K)
Filed 2026-10-16
Jessup Wealth Management, Inc
INCREASED
Shares2,190 from 2,033
Change+157 (+8%)
Value$249.7K (-$7.7K)
Filed 2026-10-20
Joel Adams & Associates, Inc.
UNCHANGED
Shares2,189 from 2,189
Change0 (0%)
Value$249.6K (-$27.5K)
Filed 2026-11-02
Herold Advisors, Inc.
DECREASED
Shares2,183 from 2,373
Change-190 (-8%)
Value$248.9K (-$52.1K)
Filed 2026-10-19
Veratis Advisors, Inc.
INCREASED
Shares2,178 from 2,175
Change+3 (+0%)
Value$248.3K (-$26.9K)
Filed 2026-11-03
M.E. Allison & Co., Inc.
INCREASED
Shares2,175 from 2,173
Change+2 (+0%)
Value$248.0K (-$27.1K)
Filed 2026-10-09
Legacy Capital Wealth Partners, LLC
INCREASED
Shares2,171 from 2,156
Change+15 (+1%)
Value$247.5K (-$25.5K)
Filed 2026-10-21
XXI Wealth, LLC
DECREASED
Shares2,150 from 2,455
Change-305 (-12%)
Value$245.1K (-$65.6K)
Filed 2026-10-22
Manske Wealth Management
DECREASED
Shares2,148 from 2,244
Change-96 (-4%)
Value$244.9K (-$39.2K)
Filed 2026-10-26
Meriwether Wealth & Planning, LLC
DECREASED
Shares2,141 from 2,265
Change-124 (-5%)
Value$244.1K (-$42.6K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
DECREASED
Shares2,136 from 2,371
Change-235 (-10%)
Value$243.5K (-$56.6K)
Filed 2026-11-04
Clear Wave Wealth Management LLC
INCREASED
Shares2,134 from 2,109
Change+25 (+1%)
Value$243.3K (-$23.7K)
Filed 2026-11-04
Steel Grove Capital Advisors, LLC
DECREASED
Shares2,130 from 3,300
Change-1,170 (-35%)
Value$242.8K (-$174.9K)
Filed 2026-10-13
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares2,119 from 2,133
Change-14 (-1%)
Value$244.7K (-$24.0K)
Filed 2026-10-19
Family Wealth Partners, LLC
NEW
Shares2,118
Change+2,118
Value$241.4K
Filed 2026-10-20
Cypress Asset Management Inc
UNCHANGED
Shares2,118 from 2,118
Change0 (0%)
Value$241.5K (-$26.6K)
Filed 2026-10-09
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares2,117 from 2,117
Change0 (0%)
Value$241.0K (-$27.0K)
Filed 2026-10-14
Leelyn Smith, LLC
INCREASED
Shares2,113 from 1,921
Change+192 (+10%)
Value$240.9K (-$2.3K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares2,113 from 1,995
Change+118 (+6%)
Value$240.9K (-$11.6K)
Filed 2026-10-20
Provident Wealth Management, LLC
UNCHANGED
Shares2,108 from 2,108
Change0 (0%)
Value$240.3K (-$26.5K)
Filed 2026-10-20
Walker Financial Services, Inc.
INCREASED
Shares2,095 from 2,076
Change+19 (+1%)
Value$238.9K (-$23.9K)
Filed 2026-10-26
Enterprise Financial Services Corp
DECREASED
Shares2,093 from 2,362
Change-269 (-11%)
Value$238.7K (-$60.4K)
Filed 2026-11-03
WealthTrust Asset Management, LLC
INCREASED
Shares2,084 from 1,982
Change+102 (+5%)
Value$237.6K (-$13.3K)
Filed 2026-10-22
Bailard, Inc.
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$237.1K (-$26.1K)
Filed 2026-10-13
Blossom Wealth Management
INCREASED
Shares2,079 from 1,984
Change+95 (+5%)
Value$237.0K (-$14.1K)
Filed 2026-11-03
HBW Advisory Services LLC
INCREASED
Shares2,079 from 2,046
Change+33 (+2%)
Value$237.1K (-$22.0K)
Filed 2026-10-15
Blue Capital, Inc.
DECREASED
Shares2,077 from 2,109
Change-32 (-2%)
Value$236.8K (-$30.2K)
Filed 2026-10-13
Tilia Fiduciary Partners, Inc.
DECREASED
Shares2,053 from 2,129
Change-76 (-4%)
Value$234.1K (-$35.4K)
Filed 2026-10-09
Ashton Thomas Securities, LLC
DECREASED
Shares2,049 from 5,295
Change-3,246 (-61%)
Value$233.6K (-$436.8K)
Filed 2026-10-26
Tctc Holdings, LLC
INCREASED
Shares2,046 from 1,646
Change+400 (+24%)
Value$233.3K (+$24.9K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$232.4K (-$25.6K)
Filed 2026-10-26
TMB Capital Partners, LLC
INCREASED
Shares2,032 from 2,031
Change+1 (+0%)
Value$231.7K (-$25.3K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares2,028 from 2,720
Change-692 (-25%)
Value$237.0K (-$107.2K)
Filed 2026-10-09
Abel Hall, LLC
DECREASED
Shares2,025 from 4,832
Change-2,807 (-58%)
Value$230.9K (-$380.8K)
Filed 2026-10-19
Legacy Private Trust Co.
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$230.9K (-$25.5K)
Filed 2026-10-06
Total Clarity Wealth Management, Inc.
DECREASED
Shares2,022 from 2,330
Change-308 (-13%)
Value$230.6K (-$64.3K)
Filed 2026-10-26
William John Sempolinski
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$230.3K (-$25.4K)
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$229.5K (-$25.3K)
Filed 2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED
Shares2,012 from 2,190
Change-178 (-8%)
Value$229.3K (-$47.8K)
Filed 2026-10-13
Annex Advisory Services, LLC
INCREASED
Shares2,010 from 1,656
Change+354 (+21%)
Value$229.2K (+$19.6K)
Filed 2026-10-16
Essex Investment Management Co LLC
DECREASED
Shares2,010 from 2,096
Change-86 (-4%)
Value$229.2K (-$36.2K)
Filed 2026-10-19
Elevation Wealth Partners, LLC
INCREASED
Shares2,010 from 1,934
Change+76 (+4%)
Value$229.2K (-$15.6K)
Filed 2026-10-07
Beaumont Financial Advisors, LLC
DECREASED
Shares2,010 from 2,043
Change-33 (-2%)
Value$229.2K (-$29.4K)
Filed 2026-10-22
Taylor Financial Group, Inc.
UNCHANGED
Shares2,009 from 2,009
Change0 (0%)
Value$229.0K (-$25.3K)
Filed 2026-11-02
Sentinel Trust Co LBA
DECREASED
Shares1,992 from 2,006
Change-14 (-1%)
Value$227.0K (+$226.7K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
DECREASED
Shares1,990 from 2,144
Change-154 (-7%)
Value$226.9K (-$44.5K)
Filed 2026-11-02
Hilltop National Bank
DECREASED
Shares1,989 from 2,154
Change-165 (-8%)
Value$226.8K (-$45.9K)
Filed 2026-10-14
Discipline Wealth Solutions, LLC
DECREASED
Shares1,984 from 1,998
Change-14 (-1%)
Value$226.3K (-$26.6K)
Filed 2026-10-14
Plancorp, LLC
DECREASED
Shares1,976 from 2,065
Change-89 (-4%)
Value$251.7K (-$10.2K)
Filed 2026-11-03
Ferguson Shapiro LLC
INCREASED
Shares1,971 from 1,965
Change+6 (+0%)
Value$224.7K (-$24.0K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,970 from 1,985
Change-15 (-1%)
Value$224.5K (-$26.7K)
Filed 2026-10-27
Washington Trust Advisors, Inc.
DECREASED
Shares1,966 from 2,121
Change-155 (-7%)
Value$224.1K (-$44.3K)
Filed 2026-10-22
Founders Financial Securities LLC
INCREASED
Shares1,965 from 1,889
Change+76 (+4%)
Value$224.0K (-$15.1K)
Filed 2026-10-28
Liberty Capital Management, Inc.
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$223.9K (-$24.7K)
Filed 2026-11-02
Enclave Advisors LLC
DECREASED
Shares1,959 from 2,021
Change-62 (-3%)
Value$223.4K (-$32.4K)
Filed 2026-10-14
Financial Consulate, Inc
DECREASED
Shares1,957 from 2,061
Change-104 (-5%)
Value$223.2K (-$37.8K)
Filed 2026-10-23
Rockland Trust Co
DECREASED
Shares1,956 from 2,272
Change-316 (-14%)
Value$223.0K (-$64.6K)
Filed 2026-10-05
Good Steward Wealth Advisors,LLC
DECREASED
Shares1,950 from 2,509
Change-559 (-22%)
Value$222.3K (-$95.3K)
Filed 2026-11-06
Semus Wealth Partners LLC
INCREASED
Shares1,950 from 1,933
Change+17 (+1%)
Value$222.3K (-$22.4K)
Filed 2026-10-22
Tuttle Capital Management, LLC
NEW
Shares1,937
Change+1,937
Value$220.8K
Filed 2026-10-21
TrustBank
DECREASED
Shares1,937 from 1,972
Change-35 (-2%)
Value$220.8K (-$28.8K)
Filed 2026-10-20
Y.D. More Investments Ltd
DECREASED
Shares1,932 from 2,356
Change-424 (-18%)
Value$220.3K (+$219.3K)
Filed 2026-11-02
Colonial River Investments, LLC
DECREASED
Shares1,918 from 2,023
Change-105 (-5%)
Value$218.7K (-$37.4K)
Filed 2026-10-19
Eads & Heald Wealth Management
NEW
Shares1,915
Change+1,915
Value$218.3K
Filed 2026-10-29
Planned Solutions, Inc.
DECREASED
Shares1,912 from 1,939
Change-27 (-1%)
Value$218.0K (-$27.5K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
UNCHANGED
Shares1,908 from 1,908
Change0 (0%)
Value$217.5K (-$24.0K)
Filed 2026-10-14
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares1,900 from 1,800
Change+100 (+6%)
Value$216.6K (-$11.2K)
Filed 2026-11-03
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares1,896 from 1,896
Change0 (0%)
Value$216.2K (-$23.8K)
Filed 2026-10-28
Burns J W & Co Inc
DECREASED
Shares1,886 from 1,905
Change-19 (-1%)
Value$215.0K (-$26.1K)
Filed 2026-10-20
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1,885 from 2,501
Change-616 (-25%)
Value$215.0K (-$102.0K)
Filed 2026-11-02
Fairscale Capital, LLC
INCREASED
Shares1,884 from 1,691
Change+193 (+11%)
Value$240.0K (+$26.0K)
Filed 2026-11-04
CPC Advisors, LLC
INCREASED
Shares1,875 from 1,871
Change+4 (+0%)
Value$213.8K (-$23.1K)
Filed 2026-10-21
Bullock Wealth Management Group
INCREASED
Shares1,875 from 1,871
Change+4 (+0%)
Value$213.3K (-$22.1K)
Filed 2026-10-09
Opal Wealth Advisors, LLC
DECREASED
Shares1,871 from 3,118
Change-1,247 (-40%)
Value$213.4K (-$181.3K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares1,859 from 1,847
Change+12 (+1%)
Value$212.0K (-$21.9K)
Filed 2026-10-16
Americana Partners, LLC
INCREASED
Shares1,854 from 1,724
Change+130 (+8%)
Value$211.4K (-$6.8K)
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$233.8K ($0)
Filed 2026-10-26
Hughes Financial Services, LLC
INCREASED
Shares1,847 from 1,775
Change+72 (+4%)
Value$232.5K (+$7.9K)
Filed 2026-10-30
Legacy Edge Advisors, LLC
UNCHANGED
Shares1,837 from 1,837
Change0 (0%)
Value$209.4K (-$23.1K)
Filed 2026-11-06
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$209.2K (-$23.1K)
Filed 2026-10-23
Fragasso Financial Advisors Inc
DECREASED
Shares1,833 from 1,983
Change-150 (-8%)
Value$213.9K (-$37.1K)
Filed 2026-10-13
Tranquility Partners, LLC
UNCHANGED
Shares1,833 from 1,833
Change0 (0%)
Value$209.0K (-$23.0K)
Filed 2026-10-20
Roberts Wealth Advisors, LLC
INCREASED
Shares1,832 from 1,818
Change+14 (+1%)
Value$208.9K (-$21.3K)
Filed 2026-10-14
World Equity Group, Inc.
DECREASED
Shares1,826 from 1,948
Change-122 (-6%)
Value$208.2K (-$38.4K)
Filed 2026-10-14
McAdam, LLC
INCREASED
Shares1,824 from 1,642
Change+182 (+11%)
Value$207.9K (+$123)
Filed 2026-10-21
Sentry LLC
UNCHANGED
Shares1,822 from 1,822
Change0 (0%)
Value$207.7K (-$22.9K)
Filed 2026-10-30
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares1,817 from 1,817
Change0 (0%)
Value$207.2K (-$22.8K)
Filed 2026-10-15
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares1,811 from 1,811
Change0 (0%)
Value$206.5K (-$22.8K)
Filed 2026-11-02
Stokes Capital Advisors, LLC
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$205.8K (-$22.7K)
Filed 2026-10-09
Investmark Advisory Group LLC
NEW
Shares1,802
Change+1,802
Value$205.6K
Filed 2026-10-27
Kagan Cocozza Asset Management
INCREASED
Shares1,799 from 1,775
Change+24 (+1%)
Value$205.1K (-$19.6K)
Filed 2026-10-19
Weaver Consulting Group
DECREASED
Shares1,799 from 1,806
Change-7 (0%)
Value$205.0K (-$23.5K)
Filed 2026-10-07
J.M. Arbour, LLC
INCREASED
Shares1,793 from 1,624
Change+169 (+10%)
Value$204.4K (-$1.1K)
Filed 2026-11-05
Colton Groome Financial Advisors, LLC
DECREASED
Shares1,788 from 1,858
Change-70 (-4%)
Value$203.8K (-$31.3K)
Filed 2026-10-06
MV Capital Management, Inc.
DECREASED
Shares1,786 from 1,848
Change-62 (-3%)
Value$203.6K (-$30.3K)
Filed 2026-10-29
Old Peak Finance LLC
DECREASED
Shares1,783 from 1,802
Change-19 (-1%)
Value$203.3K (-$24.8K)
Filed 2026-11-02
Regatta Capital Group, LLC
INCREASED
Shares1,779 from 1,767
Change+12 (+1%)
Value$202.8K (-$20.8K)
Filed 2026-10-23
Strata Wealth Advisors, LLC
DECREASED
Shares1,773 from 2,518
Change-745 (-30%)
Value$202.1K (-$116.6K)
Filed 2026-10-16
Adell Harriman & Carpenter Inc
NEW
Shares1,762
Change+1,762
Value$200.9K
Filed 2026-11-02
Compass Wealth Management, LLC
UNCHANGED
Shares1,759 from 1,759
Change0 (0%)
Value$200.5K (-$22.1K)
Filed 2026-10-30
Balefire, LLC
DECREASED
Shares1,757 from 2,097
Change-340 (-16%)
Value$200.3K (-$65.1K)
Filed 2026-10-09
Nordwand Advisors, LLC
INCREASED
Shares1,757 from 1,755
Change+2 (+0%)
Value$200.3K (-$21.8K)
Filed 2026-11-05
Country Trust Bank
DECREASED
Shares1,755 from 1,810
Change-55 (-3%)
Value$200.1K (-$29.0K)
Filed 2026-10-30
First Financial Corp
INCREASED
Shares1,734 from 1,720
Change+14 (+1%)
Value$197.7K (-$20.0K)
Filed 2026-10-13
Old Second National Bank of Aurora
UNCHANGED
Shares1,726 from 1,726
Change0 (0%)
Value$196.8K (-$21.7K)
Filed 2026-10-22
O'Domhnaill Enterprises, Inc.
DECREASED
Shares1,719 from 1,814
Change-95 (-5%)
Value$196.0K (-$33.6K)
Filed 2026-10-29
Waterfront Wealth Inc.
DECREASED
Shares1,703 from 1,903
Change-200 (-11%)
Value$206.5K (-$32.3K)
Filed 2026-11-03
TSG Advice Partners, LLC
NEW
Shares1,702
Change+1,702
Value$215.5K
Filed 2026-10-29
Chung Wu Investment Group, LLC
DECREASED
Shares1,690 from 1,790
Change-100 (-6%)
Value$192.7K (-$33.9K)
Filed 2026-11-03
Evolution Wealth Management Inc.
INCREASED
Shares1,667 from 1,638
Change+29 (+2%)
Value$190.1K (-$17.3K)
Filed 2026-10-28
Barrett & Company, Inc.
UNCHANGED
Shares1,651 from 1,651
Change0 (0%)
Value$188.3K (-$20.8K)
Filed 2026-10-22
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$204.2K (-$1.9K)
Filed 2026-10-29
Valley National Advisers Inc
DECREASED
Shares1,555 from 1,558
Change-3 (0%)
Value$177.3K (-$19.9K)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares1,535
Change+1,535
Value$175.0K
Filed 2026-11-02
Knuff & Co LLC
DECREASED
Shares1,533 from 1,540
Change-7 (0%)
Value$174.8K (-$20.2K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares1,510
Change+1,510
Value$172.1K
Filed 2026-10-21
IMG Wealth Management, Inc.
INCREASED
Shares1,509 from 1,454
Change+55 (+4%)
Value$172.0K (-$12.0K)
Filed 2026-10-27
CrossGen Wealth, LLC
INCREASED
Shares1,507 from 1,480
Change+27 (+2%)
Value$171.9K (-$15.5K)
Filed 2026-10-30
Axiom Investment Management LLC
DECREASED
Shares1,478 from 1,648
Change-170 (-10%)
Value$168.5K (-$40.1K)
Filed 2026-11-03
Reyes Financial Architecture, Inc.
DECREASED
Shares1,455 from 2,137
Change-682 (-32%)
Value$165.9K (-$104.5K)
Filed 2026-10-22
Center for Financial Planning, Inc.
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$163.9K (-$18.1K)
Filed 2026-10-26
Gleason Group, Inc.
DECREASED
Shares1,410 from 2,337
Change-927 (-40%)
Value$160.7K (-$135.1K)
Filed 2026-10-15
Vision Financial Markets LLC
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$158.8K (-$17.1K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
INCREASED
Shares1,385 from 1,238
Change+147 (+12%)
Value$157.9K (+$1.2K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares1,384
Change+1,384
Value$157.8K
Filed 2026-10-19
Princeton Global Asset Management LLC
INCREASED
Shares1,374 from 1,368
Change+6 (+0%)
Value$156.7K (-$16.5K)
Filed 2026-10-21
Fortitude Family Office, LLC
INCREASED
Shares1,363 from 1,348
Change+15 (+1%)
Value$155.4K (-$15.2K)
Filed 2026-10-14
Nemes Rush Group LLC
INCREASED
Shares1,363 from 1,352
Change+11 (+1%)
Value$155.4K (-$15.8K)
Filed 2026-11-04
Atwood & Palmer Inc
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$153.7K (-$16.9K)
Filed 2026-10-08
Kimelman & Baird, LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$151.9K (-$16.7K)
Filed 2026-11-03
West Branch Capital LLC
UNCHANGED
Shares1,331 from 1,331
Change0 (0%)
Value$151.7K (-$16.7K)
Filed 2026-10-20
New England Capital Financial Advisors LLC
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$144.8K (-$15.9K)
Filed 2026-11-03
Coastline Trust Co
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$144.3K (-$15.9K)
Filed 2026-10-01
Hager Investment Management Services, LLC
DECREASED
Shares1,263 from 1,290
Change-27 (-2%)
Value$144.0K (-$19.3K)
Filed 2026-11-04
Global Trust Asset Management, LLC
DECREASED
Shares1,249 from 1,295
Change-46 (-4%)
Value$142.4K (-$21.5K)
Filed 2026-10-19
S.A. Mason LLC
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$141.4K (-$15.6K)
Filed 2026-10-13
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$140.6K (-$15.5K)
Filed 2026-10-28
USA Financial Formulas
NEW
Shares1,197
Change+1,197
Value$136.5K
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
DECREASED
Shares1,191 from 1,216
Change-25 (-2%)
Value$135.8K (-$18.1K)
Filed 2026-10-19
Holos Integrated Wealth LLC
UNCHANGED
Shares1,188 from 1,188
Change0 (0%)
Value$141.7K (-$10.6K)
Filed 2026-10-23
Trust Co
INCREASED
Shares1,169 from 1,034
Change+135 (+13%)
Value$133.3K (+$2.4K)
Filed 2026-10-09
William Mack & Associates, Inc.
NEW
Shares1,149
Change+1,149
Value$131.0K
Filed 2026-10-27
Acumen Wealth Advisors, LLC
INCREASED
Shares1,147 from 1,054
Change+93 (+9%)
Value$130.7K (-$2.7K)
Filed 2026-11-05
Balance Wealth Partners LLC
DECREASED
Shares1,141 from 2,128
Change-987 (-46%)
Value$130.1K (-$139.2K)
Filed 2026-10-27
Westside Investment Management, Inc.
DECREASED
Shares1,089 from 1,099
Change-10 (-1%)
Value$124.2K (-$14.9K)
Filed 2026-11-02
Investment Research & Advisory Group, Inc.
INCREASED
Shares1,068 from 1,062
Change+6 (+1%)
Value$129.1K (-$6.8K)
Filed 2026-10-19
Piscataqua Savings Bank
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$117.3K (-$12.9K)
Filed 2026-10-21
Advantage Trust Co
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$117.3K (-$12.9K)
Filed 2026-10-19
Dakota Community Bank & Trust NA
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$117.0K (-$12.9K)
Filed 2026-10-09
Harbor Capital Advisors, Inc.
INCREASED
Shares1,011 from 179
Change+832 (+465%)
Value$115.0K (+$115.0K)
Filed 2026-10-22
WPG Advisers, LLC
DECREASED
Shares1,007 from 1,046
Change-39 (-4%)
Value$114.8K (-$17.6K)
Filed 2026-10-27
Bayban
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$127.3K ($0)
Filed 2026-11-05
Howard Capital Management Group, LLC
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$114.4K (-$12.6K)
Filed 2026-10-16
Southern Michigan Bank & Trust
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$108.0K (-$11.9K)
Filed 2026-10-19
Coston, McIsaac & Partners
INCREASED
Shares942 from 890
Change+52 (+6%)
Value$107.5K (-$4.5K)
Filed 2026-11-06
Kingdom Financial Group Llc.
INCREASED
Shares941 from 85
Change+856 (+1007%)
Value$107.3K (+$96.6K)
Filed 2026-11-04
Bangor Savings Bank
DECREASED
Shares929 from 930
Change-1 (0%)
Value$105.9K (-$11.8K)
Filed 2026-10-06
GGM Financial LLC
DECREASED
Shares918 from 2,670
Change-1,752 (-66%)
Value$104.7K (-$233.3K)
Filed 2026-11-05
Byrne Asset Management LLC
DECREASED
Shares883 from 908
Change-25 (-3%)
Value$100.4K (-$14.5K)
Filed 2026-10-06
Key FInancial Inc
INCREASED
Shares868 from 857
Change+11 (+1%)
Value$99.0K (-$9.5K)
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares863 from 978
Change-115 (-12%)
Value$98.4K (-$25.4K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares854 from 758
Change+96 (+13%)
Value$97.4K (+$1.5K)
Filed 2026-11-05
Kozak & Associates, Inc.
DECREASED
Shares852 from 2,634
Change-1,782 (-68%)
Value$105.3K (-$226.0K)
Filed 2026-10-29
POM Investment Strategies, LLC
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$96.8K (-$10.6K)
Filed 2026-10-20
Pacifica Partners Inc.
UNCHANGED
Shares827 from 827
Change0 (0%)
Value$94.1K (-$13.1K)
Filed 2026-10-09
Tower Trust & Investment Co
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$93.4K (-$10.3K)
Filed 2026-10-28
Essential Partners LLC
INCREASED
Shares803 from 149
Change+654 (+439%)
Value$91.6K (+$72.7K)
Filed 2026-10-14
Summit Securities Group LLC
DECREASED
Shares800 from 1,481
Change-681 (-46%)
Value$91.2K (-$96.3K)
Filed 2026-11-05
Louisbourg Investments Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$91.2K (-$10.1K)
Filed 2026-10-20
SJS Investment Consulting Inc.
DECREASED
Shares797 from 820
Change-23 (-3%)
Value$90.9K (-$12.9K)
Filed 2026-10-26
True Wealth Design, LLC
DECREASED
Shares792 from 817
Change-25 (-3%)
Value$90.3K (-$13.1K)
Filed 2026-10-13
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares767 from 1,508
Change-741 (-49%)
Value$87.4K (-$103.4K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
DECREASED
Shares763 from 1,172
Change-409 (-35%)
Value$87.0K (-$61.4K)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$87.0K (-$9.6K)
Filed 2026-10-15
PFS Partners, LLC
INCREASED
Shares685 from 679
Change+6 (+1%)
Value$78.1K (-$7.9K)
Filed 2026-10-21
First Bancorp, Inc
INCREASED
Shares668 from 588
Change+80 (+14%)
Value$76.2K (+$1.7K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
DECREASED
Shares666 from 1,096
Change-430 (-39%)
Value$76.0K (+$75.9K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares659 from 372
Change+287 (+77%)
Value$75.1K (+$28.0K)
Filed 2026-10-07
Planning Strategies Inc.
DECREASED
Shares652 from 653
Change-1 (0%)
Value$74.3K (-$8.3K)
Filed 2026-10-02
First Pacific Financial
DECREASED
Shares622 from 640
Change-18 (-3%)
Value$71.0K (-$10.0K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares601
Change+601
Value$68.5K
Filed 2026-10-29
Investors Research Corp
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$68.4K (-$7.5K)
Filed 2026-10-07
Fortis Group Advisors, LLC
INCREASED
Shares575 from 570
Change+5 (+1%)
Value$65.6K (-$6.6K)
Filed 2026-11-06
Centerpoint Advisors, LLC
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$63.0K (-$7.0K)
Filed 2026-11-05
Gen-Wealth Partners Inc
DECREASED
Shares552 from 623
Change-71 (-11%)
Value$62.9K (-$15.9K)
Filed 2026-11-04
Hartford Financial Management Inc.
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$62.0K (-$6.8K)
Filed 2026-10-21
Kelleher Financial Advisors
DECREASED
Shares532 from 699
Change-167 (-24%)
Value$60.7K (-$27.8K)
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$59.6K (-$6.6K)
Filed 2026-10-28
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares518 from 501
Change+17 (+3%)
Value$59.1K (-$4.4K)
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
INCREASED
Shares509 from 504
Change+5 (+1%)
Value$58.0K (-$5.8K)
Filed 2026-10-15
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$57.8K (-$6.4K)
Filed 2026-10-15
Western Pacific Wealth Management, LP
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$57.4K (-$6.3K)
Filed 2026-10-16
Hussman Strategic Advisors, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$57.0K (-$6.3K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
DECREASED
Shares497 from 563
Change-66 (-12%)
Value$56.7K (-$14.6K)
Filed 2026-11-03
Boyd Watterson Asset Management LLC
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$54.6K (-$6.0K)
Filed 2026-11-06
Horrell Capital Management, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$51.3K (-$5.7K)
Filed 2026-10-08
Tsfg, LLC
DECREASED
Shares438 from 466
Change-28 (-6%)
Value$50.0K (-$9.0K)
Filed 2026-10-23
CGC Financial Services, LLC
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$49.9K (-$5.5K)
Filed 2026-10-13
Private Wealth Management Group, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$48.2K (-$5.3K)
Filed 2026-10-19
Advocate Investing Services LLC
INCREASED
Shares404 from 311
Change+93 (+30%)
Value$46.1K (+$6.7K)
Filed 2026-10-26
Monetary Solutions, Ltd
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$45.7K (-$5.0K)
Filed 2026-10-22
Avion Wealth
INCREASED
Shares396 from 322
Change+74 (+23%)
Value$45.0K (+$45.0K)
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$44.8K (-$4.9K)
Filed 2026-11-03
Ascentis Wealth Management, LLC
INCREASED
Shares370 from 185
Change+185 (+100%)
Value$42.3K (+$18.8K)
Filed 2026-11-03
Midwest Capital Advisors, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$42.2K (-$4.7K)
Filed 2026-11-04
Jnba Financial Advisors
INCREASED
Shares355 from 237
Change+118 (+50%)
Value$40.5K (+$10.5K)
Filed 2026-11-03
Chilton Capital Management LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$40.5K (-$4.5K)
Filed 2026-10-28
Redwood Park Advisors LLC
INCREASED
Shares351 from 348
Change+3 (+1%)
Value$40.0K (-$4.0K)
Filed 2026-11-02
First Community Trust NA
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$39.7K (-$4.4K)
Filed 2026-10-07
Kroeger Financial Partners
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$39.7K (-$4.4K)
Filed 2026-10-19
Highline Wealth Partners LLC
INCREASED
Shares341 from 232
Change+109 (+47%)
Value$38.9K (+$9.5K)
Filed 2026-10-19
1620 Investment Advisors, Inc.
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$38.6K (-$4.3K)
Filed 2026-11-04
Abound Wealth Management
INCREASED
Shares336 from 216
Change+120 (+56%)
Value$38.4K (+$11.0K)
Filed 2026-10-26
Cornerstone National Bank & Trust Co
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$37.9K (-$4.0K)
Filed 2026-10-20
Canton Hathaway, LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$37.7K (-$4.2K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
DECREASED
Shares326 from 411
Change-85 (-21%)
Value$37.2K (-$14.9K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$36.9K (-$4.1K)
Filed 2026-10-23
High Note Wealth, LLC
INCREASED
Shares319 from 202
Change+117 (+58%)
Value$36.4K (+$10.8K)
Filed 2026-10-27
Bare Financial Services, Inc
DECREASED
Shares314 from 371
Change-57 (-15%)
Value$35.8K (-$11.2K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
DECREASED
Shares308 from 357
Change-49 (-14%)
Value$35.1K (-$10.1K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares305
Change+305
Value$34.7K
Filed 2026-11-04
James T. Borello RIA
INCREASED
Shares303 from 281
Change+22 (+8%)
Value$34.5K (-$1.0K)
Filed 2026-10-16
Jefferies Financial Group Inc.
DECREASED
Shares302 from 24,007
Change-23,705 (-99%)
Value$34.4K (-$3.0M)
Filed 2026-11-05
Hoey Investments, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$34.2K (-$3.8K)
Filed 2026-10-29
Peck Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$34.2K (-$3.8K)
Filed 2026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$33.5K (-$3.7K)
Filed 2026-10-16
Covestor Ltd
DECREASED
Shares291 from 355
Change-64 (-18%)
Value$33.0K (-$12.0K)
Filed 2026-10-30
Compass Wealth Management LLC
NEW
Shares290
Change+290
Value$33.1K
Filed 2026-10-22
Ares Financial Consulting, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$32.9K (-$3.6K)
Filed 2026-10-19
GoalVest Advisory LLC
INCREASED
Shares285 from 205
Change+80 (+39%)
Value$32.5K (+$6.5K)
Filed 2026-10-02
Northstar Asset Management Co
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$33.2K (-$2.7K)
Filed 2026-10-22
Livelsberger Financial Advisory
NEW
Shares274
Change+274
Value$31.3K
Filed 2026-10-28
Bell Investment Advisors, Inc
DECREASED
Shares270 from 313
Change-43 (-14%)
Value$30.8K (-$8.8K)
Filed 2026-10-29
TFC Financial Management, Inc.
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$30.6K (-$3.4K)
Filed 2026-10-26
Access Investment Management LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$29.9K (-$3.3K)
Filed 2026-10-23
Olistico Wealth, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$29.7K (-$3.3K)
Filed 2026-10-05
Winch Advisory Services, LLC
INCREASED
Shares257 from 255
Change+2 (+1%)
Value$29.3K (-$2.9K)
Filed 2026-11-06
Fulcrum Asset Management LLP
NEW
Shares255
Change+255
Value$29.1K
Filed 2026-11-04
RHL Group, LLC
DECREASED
Shares255 from 810
Change-555 (-69%)
Value$29.0K (-$73.8K)
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$29.0K (-$3.2K)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares234 from 86
Change+148 (+172%)
Value$26.7K (+$15.8K)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$26.6K (-$2.9K)
Filed 2026-10-01
American Capital Advisory, LLC
INCREASED
Shares223 from 206
Change+17 (+8%)
Value$25.4K (-$651)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
INCREASED
Shares222 from 220
Change+2 (+1%)
Value$25.3K (-$2.5K)
Filed 2026-11-02
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$25.3K (-$2.8K)
Filed 2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares220 from 168
Change+52 (+31%)
Value$25.1K (+$3.8K)
Filed 2026-10-23
Dorato Capital Management
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$24.9K (-$2.2K)
Filed 2026-10-08
Mascoma Wealth Management LLC
INCREASED
Shares214 from 175
Change+39 (+22%)
Value$24.4K (+$2.2K)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
NEW
Shares210
Change+210
Value$23.9K
Filed 2026-10-27
NorthAvenue LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$22.8K (-$2.5K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
DECREASED
Shares199 from 202
Change-3 (-1%)
Value$22.7K (-$2.9K)
Filed 2026-10-28
Triumph Capital Management
DECREASED
Shares197 from 207
Change-10 (-5%)
Value$22.4K (-$3.8K)
Filed 2026-10-14
Main Street Group, LTD
INCREASED
Shares190 from 188
Change+2 (+1%)
Value$21.6K (-$2.2K)
Filed 2026-10-28
DT Investment Partners, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$21.7K (-$2.4K)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares188
Change+188
Value$21.4K
Filed 2026-10-09
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$21.1K (-$2.3K)
Filed 2026-10-14
Joseph Group Capital Management
DECREASED
Shares184 from 257
Change-73 (-28%)
Value$21.0K (-$11.6K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
INCREASED
Shares181 from 169
Change+12 (+7%)
Value$20.6K (-$756)
Filed 2026-10-16
Montgomery Financial Services LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$20.6K (-$2.3K)
Filed 2026-11-03
Cdkv Holdings LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$20.3K (-$2.2K)
Filed 2026-10-28
Blueline Advisors LLC
DECREASED
Shares176 from 256
Change-80 (-31%)
Value$20.1K (-$12.3K)
Filed 2026-10-15
Valley Wealth Managers, Inc.
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$19.5K (-$2.1K)
Filed 2026-10-09
Proathlete Wealth Management LLC
DECREASED
Shares168 from 195
Change-27 (-14%)
Value$19.2K (-$5.6K)
Filed 2026-10-15
Axxion S.A.
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$19.2K (-$2.1K)
Filed 2026-10-22
MidAtlantic Capital Management, Inc.
NEW
Shares155
Change+155
Value$17.7K
Filed 2026-11-05
IFS Advisors, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$17.6K (-$1.9K)
Filed 2026-10-14
Maseco LLP
INCREASED
Shares149 from 96
Change+53 (+55%)
Value$17.0K (+$4.8K)
Filed 2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$16.0K (-$1.8K)
Filed 2026-10-06
IAG Wealth Partners, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$15.5K (-$1.7K)
Filed 2026-11-06
Fairway Wealth LLC
NEW
Shares134
Change+134
Value$15.3K
Filed 2026-10-30
Sfam, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$14.7K (-$1.6K)
Filed 2026-11-03
Sima Wealth Partners, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$14.7K (-$1.6K)
Filed 2026-10-19
Davis Capital Management
INCREASED
Shares126 from 118
Change+8 (+7%)
Value$14.4K (-$571)
Filed 2026-10-08
J.Safra Asset Management Corp
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$12.5K (-$1.4K)
Filed 2026-11-03
Acima Private Wealth, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$12.5K (-$1.4K)
Filed 2026-10-05
Polaris Financial Partners
NEW
Shares106
Change+106
Value$12
Filed 2026-10-02
KFG LLC
NEW
Shares104
Change+104
Value$11.9K
Filed 2026-11-02
Wilkerson Advisory Group LLC
DECREASED
Shares104 from 126
Change-22 (-17%)
Value$11.9K (-$4.1K)
Filed 2026-10-20
Rakuten Securities, Inc.
DECREASED
Shares104 from 115
Change-11 (-10%)
Value$11.9K (-$2.7K)
Filed 2026-11-02
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$11.9K (-$1.3K)
Filed 2026-10-27
General Partner, Inc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$11.5K (-$1.3K)
Filed 2026-10-05
SRH Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.4K (-$1.3K)
Filed 2026-10-22
Miller Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.4K (-$1.3K)
Filed 2026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.4K (-$1.3K)
Filed 2026-10-09
Bay Harbor Wealth Management, LLC
DECREASED
Shares99 from 1,088
Change-989 (-91%)
Value$11.3K (-$126.4K)
Filed 2026-11-03
Elevated Capital Advisors, LLC
DECREASED
Shares99 from 167
Change-68 (-41%)
Value$11.3K (-$9.9K)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$11.1K (-$1.2K)
Filed 2026-10-15
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$10.6K (-$1.2K)
Filed 2026-11-05
Entrust Financial LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$10.4K (-$1.1K)
Filed 2026-11-04
Mcdonald Partners LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$9.9K (-$1.1K)
Filed 2026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$9.9K (-$1.1K)
Filed 2026-10-29
Toth Financial Advisory Corp
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$9.3K (-$1.0K)
Filed 2026-10-08
Putney Financial Group LLC
NEW
Shares80
Change+80
Value$9.1K
Filed 2026-10-30
Thompson Investment Management, Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$9.1K (-$1.0K)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$8.9K (-$976)
Filed 2026-11-02
Aspect Partners, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$8.3K (-$918)
Filed 2026-10-20
Clark Wealth Partners
INCREASED
Shares71 from 67
Change+4 (+6%)
Value$8.1K (-$386)
Filed 2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$8.0K (-$880)
Filed 2026-10-28
Hurley Capital, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$8.0K (-$796)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares67 from 1,961
Change-1,894 (-97%)
Value$7.6K (-$240.7K)
Filed 2026-10-14
Prudent Man Investment Management, Inc.
NEW
Shares66
Change+66
Value$7.5K
Filed 2026-11-03
North Point Portfolio Managers Corp
NEW
Shares66
Change+66
Value$7.5K
Filed 2026-10-07
Creative Capital Management Investments LLC
INCREASED
Shares62 from 16
Change+46 (+288%)
Value$7.1K (+$5.0K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$7.0K (-$766)
Filed 2026-10-16
Ameliora Wealth Management Ltd.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.7K (-$629)
Filed 2026-10-23
Granite FO LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.7K (-$628)
Filed 2026-10-14
Mosley Wealth Management
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$4.6K (-$256)
Filed 2026-10-16
Alta Capital Management LLC/
NEW
Shares36
Change+36
Value$4.1K
Filed 2026-10-26
WestEnd Advisors, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$4.0K (-$440)
Filed 2026-10-27
Tounjian Advisory Partners, LLC
INCREASED
Shares32 from 0
Change+32
Value$3.6K (+$3.6K)
Filed 2026-11-04
PayPay Securities Corp
DECREASED
Shares32 from 37
Change-5 (-14%)
Value$3.6K (-$1.0K)
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares31
Change+31
Value$3.6K
Filed 2026-10-30
Transce3nd, LLC
DECREASED
Shares31 from 42
Change-11 (-26%)
Value$3.7K (-$1.5K)
Filed 2026-10-26
Arlington Trust Co LLC
INCREASED
Shares30 from 24
Change+6 (+25%)
Value$3.4K (+$382)
Filed 2026-10-20
Retirement Wealth Solutions LLC
NEW
Shares28
Change+28
Value$3.2K
Filed 2026-10-07
Hudson Edge Investment Partners Inc.
DECREASED
Shares27 from 51,617
Change-51,590 (-100%)
Value$3.1K (-$6.5M)
Filed 2026-10-28
Strengthening Families & Communities, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$3.0K (-$321)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$3.0K (-$327)
Filed 2026-10-16
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares20
Change+20
Value$2.3K
Filed 2026-10-28
Valued Wealth Advisors LLC
DECREASED
Shares19 from 58
Change-39 (-67%)
Value$2.2K (-$5.2K)
Filed 2026-11-05
Torren Management, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.2K (-$229)
Filed 2026-10-29
Three Bridge Wealth Advisors, LLC
NEW
Shares18
Change+18
Value$2.1K
Filed 2026-11-05
Quaker Wealth Management, LLC
DECREASED
Shares16 from 31
Change-15 (-48%)
Value$1.8K (-$2.1K)
Filed 2026-10-22
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.8K (-$182)
Filed 2026-10-23
Security National Bank
NEW
Shares13
Change+13
Value$1.5K
Filed 2026-10-26
Align Financial, LLC
NEW
Shares9
Change+9
Value$1.0K
Filed 2026-10-16
Phillip James Consulting Co.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$798 (-$88)
Filed 2026-11-03
3 Factor Indexing, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$457 (-$50)
Filed 2026-10-15
DecisionPoint Financial, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$342 (-$36)
Filed 2026-10-27
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$115 (-$12)
Filed 2026-10-15
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED
Shares0 from 54,567
Change-54,567 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-22
University of Texas S AM Investment Management Co
CLOSED
Shares0 from 42,128
Change-42,128 (-100%)
Value$0 (-$5.3M)
Filed 2026-11-03
Natixis
CLOSED
Shares0 from 29,574
Change-29,574 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-06
GF Fund Management Co. Ltd.
CLOSED
Shares0 from 18,978
Change-18,978 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 17,500
Change-17,500 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-04
Garton & Associates Financial Advisors LLC
CLOSED
Shares0 from 16,757
Change-16,757 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-30
Simplex Trading, LLC
CLOSED
Shares0 from 14,605
Change-14,605 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-04
Premier Fund Managers Ltd
CLOSED
Shares0 from 12,500
Change-12,500 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-02
Machina Capital S.A.S.
CLOSED
Shares0 from 10,628
Change-10,628 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Andrew Hill Investment Advisors, Inc.
CLOSED
Shares0 from 10,524
Change-10,524 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-22
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 10,403
Change-10,403 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-23
Vestor Capital, LLC
CLOSED
Shares0 from 10,250
Change-10,250 (-100%)
Value$0 (-$455)
Filed 2026-11-04
111 Capital
CLOSED
Shares0 from 7,983
Change-7,983 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Wellington Shields & Co., LLC
CLOSED
Shares0 from 6,049
Change-6,049 (-100%)
Value$0 (-$765.6K)
Filed 2026-11-03
Cynosure Group, LLC
CLOSED
Shares0 from 4,948
Change-4,948 (-100%)
Value$0 (-$626.3K)
Filed 2026-11-03
Aspiriant, LLC
CLOSED
Shares0 from 4,504
Change-4,504 (-100%)
Value$0 (-$570.2K)
Filed 2026-10-16
ABC Arbitrage SA
CLOSED
Shares0 from 3,527
Change-3,527 (-100%)
Value$0 (-$446.4K)
Filed 2026-10-23
OMC Financial Services LTD
CLOSED
Shares0 from 3,395
Change-3,395 (-100%)
Value$0 (-$429.7K)
Filed 2026-10-19
Waycross Partners, LLC
CLOSED
Shares0 from 3,061
Change-3,061 (-100%)
Value$0 (-$387.5K)
Filed 2026-11-03
Banyan Capital Management, Inc.
CLOSED
Shares0 from 2,493
Change-2,493 (-100%)
Value$0 (-$315.6K)
Filed 2026-11-05
Sunpointe, LLC
CLOSED
Shares0 from 2,463
Change-2,463 (-100%)
Value$0 (-$311.8K)
Filed 2026-10-22
Sterling Investment Counsel, LLC
CLOSED
Shares0 from 2,376
Change-2,376 (-100%)
Value$0 (-$300.8K)
Filed 2026-10-19
KTF Investments, LLC
CLOSED
Shares0 from 2,270
Change-2,270 (-100%)
Value$0 (-$287.3K)
Filed 2026-10-23
Klingman & Associates, LLC
CLOSED
Shares0 from 2,237
Change-2,237 (-100%)
Value$0 (-$283.2K)
Filed 2026-10-20
Churchill Financial Advisors, LLC
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$278.5K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 2,087
Change-2,087 (-100%)
Value$0 (-$264.1K)
Filed 2026-10-20
Canopy Partners, LLC
CLOSED
Shares0 from 2,080
Change-2,080 (-100%)
Value$0 (-$263.3K)
Filed 2026-10-28
MKT Advisors LLC
CLOSED
Shares0 from 2,016
Change-2,016 (-100%)
Value$0 (-$258.5K)
Filed 2026-10-20
Hamilton Capital, LLC
CLOSED
Shares0 from 1,898
Change-1,898 (-100%)
Value$0 (-$240.2K)
Filed 2026-10-08
AmeriServ Wealth Advisors
CLOSED
Shares0 from 1,881
Change-1,881 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-21
Kornitzer Capital Management Inc
CLOSED
Shares0 from 1,844
Change-1,844 (-100%)
Value$0 (-$233.4K)
Filed 2026-11-03
Wright Wealth LLC
CLOSED
Shares0 from 1,827
Change-1,827 (-100%)
Value$0 (-$231.3K)
Filed 2026-10-29
FDx Advisors, Inc.
CLOSED
Shares0 from 1,791
Change-1,791 (-100%)
Value$0 (-$227.0K)
Filed 2026-11-05
Eagle Capital Management, LLC
CLOSED
Shares0 from 1,781
Change-1,781 (-100%)
Value$0 (-$225)
Filed 2026-10-19
Wealth Management Nebraska
CLOSED
Shares0 from 1,769
Change-1,769 (-100%)
Value$0 (-$224.0K)
Filed 2026-10-26
Waldron Private Wealth LLC
CLOSED
Shares0 from 1,766
Change-1,766 (-100%)
Value$0 (-$223.5K)
Filed 2026-11-02
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 1,753
Change-1,753 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-21
bLong Financial, LLC
CLOSED
Shares0 from 1,751
Change-1,751 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-29
Kieckhefer Group LLC
CLOSED
Shares0 from 1,748
Change-1,748 (-100%)
Value$0 (-$221.3K)
Filed 2026-10-13
Bender Robert & Associates
CLOSED
Shares0 from 1,748
Change-1,748 (-100%)
Value$0 (-$221.3K)
Filed 2026-10-21
Legacy Advisors, LLC
CLOSED
Shares0 from 1,747
Change-1,747 (-100%)
Value$0 (-$221.1K)
Filed 2026-10-19
Madrona Financial Services, LLC
CLOSED
Shares0 from 1,736
Change-1,736 (-100%)
Value$0 (-$219.8K)
Filed 2026-10-23
Wingate Wealth Advisors, Inc.
CLOSED
Shares0 from 1,733
Change-1,733 (-100%)
Value$0 (-$219.4K)
Filed 2026-10-26
Alhambra Investment Management LLC
CLOSED
Shares0 from 1,719
Change-1,719 (-100%)
Value$0 (-$217.6K)
Filed 2026-10-15
Old Mission Investment Co LLC
CLOSED
Shares0 from 1,717
Change-1,717 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-22
Capstone Wealth Management Group, Inc.
CLOSED
Shares0 from 1,712
Change-1,712 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-19
Client 1ST Advisory Group, LLC
CLOSED
Shares0 from 1,712
Change-1,712 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-19
LVZ, Inc.
CLOSED
Shares0 from 1,708
Change-1,708 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-20
Wespac Advisors SoCal, LLC
CLOSED
Shares0 from 1,704
Change-1,704 (-100%)
Value$0 (-$215.7K)
Filed 2026-10-13
BNB Wealth Management, LLC
CLOSED
Shares0 from 1,702
Change-1,702 (-100%)
Value$0 (-$215.4K)
Filed 2026-10-28
Private Client Services, LLC
CLOSED
Shares0 from 1,699
Change-1,699 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-02
MBE Wealth Management, LLC
CLOSED
Shares0 from 1,692
Change-1,692 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-26
Warren Street Wealth Advisors, LLC
CLOSED
Shares0 from 1,692
Change-1,692 (-100%)
Value$0 (-$214.2K)
Filed 2026-11-04
Eagle Rock Investment Company, LLC
CLOSED
Shares0 from 1,685
Change-1,685 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-21
Mallini Complete Financial Planning LLC
CLOSED
Shares0 from 1,682
Change-1,682 (-100%)
Value$0 (-$212.9K)
Filed 2026-10-06
FSM Wealth Advisors, LLC
CLOSED
Shares0 from 1,677
Change-1,677 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-27
MRA Advisory Group
CLOSED
Shares0 from 1,669
Change-1,669 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-07
Alternative Investment Advisors, Llc.
CLOSED
Shares0 from 1,668
Change-1,668 (-100%)
Value$0 (-$211.2K)
Filed 2026-11-03
Smith Partners Wealth Management, LLC
CLOSED
Shares0 from 1,664
Change-1,664 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-05
Good Harbor Advisors, Inc.
CLOSED
Shares0 from 1,655
Change-1,655 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-20
Saxon Interests, Inc.
CLOSED
Shares0 from 1,653
Change-1,653 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-26
Mirador Capital Partners LP
CLOSED
Shares0 from 1,653
Change-1,653 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-09
SkyOak Wealth, LLC
CLOSED
Shares0 from 1,652
Change-1,652 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-28
One Way Holdings LLC
CLOSED
Shares0 from 1,647
Change-1,647 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-29
Compass Ion Advisors, LLC
CLOSED
Shares0 from 1,639
Change-1,639 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-23
Marin Bay Wealth Advisors, LLC
CLOSED
Shares0 from 1,637
Change-1,637 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-28
Crew Capital Management, Ltd
CLOSED
Shares0 from 1,631
Change-1,631 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-28
Traveka Wealth, LLC
CLOSED
Shares0 from 1,628
Change-1,628 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-19
Brighton Securities Corp.
CLOSED
Shares0 from 1,622
Change-1,622 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-08
Pinion Investment Advisors, LLC
CLOSED
Shares0 from 1,609
Change-1,609 (-100%)
Value$0 (-$203.7K)
Filed 2026-11-04
Northeast Investment Management
CLOSED
Shares0 from 1,605
Change-1,605 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-30
Symmetry Partners, LLC
CLOSED
Shares0 from 1,605
Change-1,605 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-27
Fusion Capital, LLC
CLOSED
Shares0 from 1,605
Change-1,605 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-28
180 Wealth Advisors, LLC
CLOSED
Shares0 from 1,603
Change-1,603 (-100%)
Value$0 (-$202.9K)
Filed 2026-11-03
Arbor Wealth Advisors LLC
CLOSED
Shares0 from 1,602
Change-1,602 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-09
Buckhead Capital Management LLC
CLOSED
Shares0 from 1,599
Change-1,599 (-100%)
Value$0 (-$202.4K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
CLOSED
Shares0 from 1,599
Change-1,599 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-04
A. D. Beadell Investment Counsel, Inc.
CLOSED
Shares0 from 1,599
Change-1,599 (-100%)
Value$0 (-$202)
Filed 2026-10-14
TruNorth Capital Management, LLC
CLOSED
Shares0 from 1,590
Change-1,590 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-14
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,392
Change-1,392 (-100%)
Value$0 (-$176.2K)
Filed 2026-10-29
Family Legacy Financial Solutions, LLC
CLOSED
Shares0 from 1,232
Change-1,232 (-100%)
Value$0 (-$155.9K)
Filed 2026-10-07
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 1,125
Change-1,125 (-100%)
Value$0 (-$142.4K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$139.2K)
Filed 2026-10-15
Wealth Preservation Advisors, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$126.6K)
Filed 2026-11-05
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 630
Change-630 (-100%)
Value$0 (-$79.7K)
Filed 2026-11-03
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$59.2K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 453
Change-453 (-100%)
Value$0 (-$58.0K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$39.1K)
Filed 2026-10-13
Chapman Financial Group, LLC
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$32.4K)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$31.6K)
Filed 2026-10-26
Lipe & Dalton
CLOSED
Shares0 from 243
Change-243 (-100%)
Value$0 (-$31)
Filed 2026-10-15
Obsidian CIO, LLC
CLOSED
Shares0 from 233
Change-233 (-100%)
Value$0 (-$29.5K)
Filed 2026-11-05
Marquette Asset Management, LLC
CLOSED
Shares0 from 162
Change-162 (-100%)
Value$0 (-$20.5K)
Filed 2026-10-09
Robinswood Financial LLC
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$20.0K)
Filed 2026-10-20
Atlatl Advisers LLC
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$19.1K)
Filed 2026-10-22
Decker Retirement Planning Inc.
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-19
Whipplewood Advisors, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-20
Activest Wealth Management
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-23
Newton One Investments LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-14
Clean Yield Group
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-28
Carolina Wealth Advisors, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-23
Raiffeisen Bank International AG
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-28
Nvest Wealth Strategies, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-14
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-21
Breakwater Investment Management
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$474)
Filed 2026-10-16
Navigoe, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-04
Evolution Advisers, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 70,543,988
Change-70,543,988 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 50,837,658
Change-50,837,658 (-100%)
Value—
State Street Corp
N/A
Shares— from 44,953,588
Change-44,953,588 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 20,366,327
Change-20,366,327 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,107,459
Change-13,107,459 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 12,742,489
Change-12,742,489 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,537,072
Change-10,537,072 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,703,239
Change-9,703,239 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 9,226,192
Change-9,226,192 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,867,628
Change-8,867,628 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,296,529
Change-7,296,529 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,243,531
Change-7,243,531 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,532,464
Change-6,532,464 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 6,503,039
Change-6,503,039 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 6,243,806
Change-6,243,806 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,958,441
Change-5,958,441 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,613,909
Change-5,613,909 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,742,913
Change-4,742,913 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 4,499,424
Change-4,499,424 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,470,007
Change-4,470,007 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,374,832
Change-4,374,832 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,001,270
Change-4,001,270 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,956,407
Change-3,956,407 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,816,303
Change-3,816,303 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 3,689,898
Change-3,689,898 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,633,938
Change-3,633,938 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 3,569,308
Change-3,569,308 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,939,189
Change-2,939,189 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,871,434
Change-2,871,434 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 2,865,666
Change-2,865,666 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,708,961
Change-2,708,961 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,559,645
Change-2,559,645 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 2,227,946
Change-2,227,946 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,194,741
Change-2,194,741 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,124,004
Change-2,124,004 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,014,703
Change-2,014,703 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,982,053
Change-1,982,053 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,949,212
Change-1,949,212 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 1,933,412
Change-1,933,412 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,758,975
Change-1,758,975 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,743,676
Change-1,743,676 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,705,120
Change-1,705,120 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,666,269
Change-1,666,269 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,659,717
Change-1,659,717 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,546,087
Change-1,546,087 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,538,590
Change-1,538,590 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,435,217
Change-1,435,217 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,428,587
Change-1,428,587 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,406,743
Change-1,406,743 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,309,489
Change-1,309,489 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,282,896
Change-1,282,896 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,201,829
Change-1,201,829 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,154,784
Change-1,154,784 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,154,750
Change-1,154,750 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 1,120,607
Change-1,120,607 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,086,964
Change-1,086,964 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,057,875
Change-1,057,875 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,025,515
Change-1,025,515 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 912,054
Change-912,054 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 906,438
Change-906,438 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 886,332
Change-886,332 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 868,816
Change-868,816 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 865,066
Change-865,066 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 832,564
Change-832,564 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 820,813
Change-820,813 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 810,189
Change-810,189 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 809,490
Change-809,490 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 787,354
Change-787,354 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 777,179
Change-777,179 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 766,917
Change-766,917 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 753,875
Change-753,875 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 752,101
Change-752,101 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 744,129
Change-744,129 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 739,550
Change-739,550 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 736,492
Change-736,492 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 718,065
Change-718,065 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 716,976
Change-716,976 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 709,885
Change-709,885 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 701,076
Change-701,076 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 658,509
Change-658,509 (-100%)
Value—
FIL Ltd
N/A
Shares— from 647,251
Change-647,251 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 626,941
Change-626,941 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 615,104
Change-615,104 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 580,535
Change-580,535 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 578,664
Change-578,664 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 573,538
Change-573,538 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 571,238
Change-571,238 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 569,470
Change-569,470 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 561,740
Change-561,740 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 559,063
Change-559,063 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 553,673
Change-553,673 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 552,093
Change-552,093 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 531,966
Change-531,966 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 502,004
Change-502,004 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 501,296
Change-501,296 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 483,657
Change-483,657 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 479,341
Change-479,341 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 468,221
Change-468,221 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 454,558
Change-454,558 (-100%)
Value—
Yaupon Capital Management LP
N/A
Shares— from 449,340
Change-449,340 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 442,471
Change-442,471 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 442,098
Change-442,098 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 433,711
Change-433,711 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 418,993
Change-418,993 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 414,091
Change-414,091 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 397,472
Change-397,472 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 396,647
Change-396,647 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 380,561
Change-380,561 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 362,712
Change-362,712 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 352,779
Change-352,779 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 346,475
Change-346,475 (-100%)
Value—
Stephens Inc
N/A
Shares— from 345,986
Change-345,986 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 344,981
Change-344,981 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 338,094
Change-338,094 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 337,649
Change-337,649 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 332,000
Change-332,000 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 331,761
Change-331,761 (-100%)
Value—
Commerce Bank
N/A
Shares— from 329,494
Change-329,494 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 329,234
Change-329,234 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 326,944
Change-326,944 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 326,649
Change-326,649 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 321,560
Change-321,560 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 321,004
Change-321,004 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 319,249
Change-319,249 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 318,838
Change-318,838 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 312,139
Change-312,139 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 310,835
Change-310,835 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 300,933
Change-300,933 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 296,847
Change-296,847 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 290,804
Change-290,804 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 290,342
Change-290,342 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 283,366
Change-283,366 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 271,283
Change-271,283 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 268,904
Change-268,904 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 268,823
Change-268,823 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 259,205
Change-259,205 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 252,532
Change-252,532 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 251,832
Change-251,832 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 251,426
Change-251,426 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 245,601
Change-245,601 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 244,404
Change-244,404 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 243,459
Change-243,459 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 239,778
Change-239,778 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 230,795
Change-230,795 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 230,763
Change-230,763 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 230,694
Change-230,694 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 222,611
Change-222,611 (-100%)
Value—
&partners
N/A
Shares— from 222,048
Change-222,048 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 221,444
Change-221,444 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 218,196
Change-218,196 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 216,822
Change-216,822 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 215,046
Change-215,046 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 212,442
Change-212,442 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 208,032
Change-208,032 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 206,487
Change-206,487 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 202,714
Change-202,714 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 196,991
Change-196,991 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 189,596
Change-189,596 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 189,494
Change-189,494 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 187,981
Change-187,981 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 186,279
Change-186,279 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 185,749
Change-185,749 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 181,607
Change-181,607 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 180,200
Change-180,200 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 178,343
Change-178,343 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 178,050
Change-178,050 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 175,584
Change-175,584 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 174,055
Change-174,055 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 172,567
Change-172,567 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 171,209
Change-171,209 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 170,078
Change-170,078 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 168,124
Change-168,124 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 159,685
Change-159,685 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 152,002
Change-152,002 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 151,357
Change-151,357 (-100%)
Value—
Bruce & Co., Inc.
N/A
Shares— from 144,816
Change-144,816 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 142,989
Change-142,989 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 138,072
Change-138,072 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 137,279
Change-137,279 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 135,471
Change-135,471 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 126,743
Change-126,743 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 126,395
Change-126,395 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 125,886
Change-125,886 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 125,098
Change-125,098 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 124,207
Change-124,207 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 123,435
Change-123,435 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 120,484
Change-120,484 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 119,774
Change-119,774 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 118,846
Change-118,846 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 118,293
Change-118,293 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 118,178
Change-118,178 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 116,763
Change-116,763 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 116,718
Change-116,718 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 116,087
Change-116,087 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 109,156
Change-109,156 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 107,967
Change-107,967 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 105,398
Change-105,398 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 103,861
Change-103,861 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 101,942
Change-101,942 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 100,170
Change-100,170 (-100%)
Value—
Blair William & Co
N/A
Shares— from 99,204
Change-99,204 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 97,029
Change-97,029 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 96,334
Change-96,334 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 95,589
Change-95,589 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 94,682
Change-94,682 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 93,901
Change-93,901 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 93,081
Change-93,081 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 87,623
Change-87,623 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 86,106
Change-86,106 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 86,020
Change-86,020 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 85,105
Change-85,105 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 84,809
Change-84,809 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 84,401
Change-84,401 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 82,510
Change-82,510 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 80,744
Change-80,744 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 79,942
Change-79,942 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 78,752
Change-78,752 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 76,512
Change-76,512 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 75,287
Change-75,287 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 74,137
Change-74,137 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 73,740
Change-73,740 (-100%)
Value—
Allstate Corp
N/A
Shares— from 73,439
Change-73,439 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 70,612
Change-70,612 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 69,499
Change-69,499 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 68,769
Change-68,769 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 67,492
Change-67,492 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 67,005
Change-67,005 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 66,982
Change-66,982 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 66,606
Change-66,606 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 66,142
Change-66,142 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 65,862
Change-65,862 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 64,368
Change-64,368 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 63,683
Change-63,683 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 62,445
Change-62,445 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 62,256
Change-62,256 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 61,987
Change-61,987 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 61,196
Change-61,196 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 61,148
Change-61,148 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 61,118
Change-61,118 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 61,034
Change-61,034 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 60,705
Change-60,705 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 60,633
Change-60,633 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 60,032
Change-60,032 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 59,396
Change-59,396 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 59,190
Change-59,190 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 58,979
Change-58,979 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 58,360
Change-58,360 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 58,318
Change-58,318 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 58,092
Change-58,092 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 57,913
Change-57,913 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 57,534
Change-57,534 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 57,176
Change-57,176 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 56,447
Change-56,447 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 56,195
Change-56,195 (-100%)
Value—
Calydon Capital
N/A
Shares— from 55,240
Change-55,240 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 54,789
Change-54,789 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 54,475
Change-54,475 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 53,985
Change-53,985 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 53,181
Change-53,181 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 53,087
Change-53,087 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 52,886
Change-52,886 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 51,809
Change-51,809 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 51,802
Change-51,802 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 51,784
Change-51,784 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 51,662
Change-51,662 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 51,482
Change-51,482 (-100%)
Value—
Prudential PLC
N/A
Shares— from 51,477
Change-51,477 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 51,461
Change-51,461 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 50,852
Change-50,852 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 50,244
Change-50,244 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 49,564
Change-49,564 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 49,227
Change-49,227 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 49,223
Change-49,223 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 49,114
Change-49,114 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 48,171
Change-48,171 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 47,796
Change-47,796 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 47,743
Change-47,743 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 47,430
Change-47,430 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 47,241
Change-47,241 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 47,112
Change-47,112 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 46,677
Change-46,677 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 46,487
Change-46,487 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 46,471
Change-46,471 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 45,624
Change-45,624 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 45,531
Change-45,531 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 45,451
Change-45,451 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 45,339
Change-45,339 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 44,415
Change-44,415 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 44,200
Change-44,200 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 43,832
Change-43,832 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 43,805
Change-43,805 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 43,301
Change-43,301 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 42,944
Change-42,944 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 42,526
Change-42,526 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 42,410
Change-42,410 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 42,068
Change-42,068 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 41,566
Change-41,566 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 41,552
Change-41,552 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 41,073
Change-41,073 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 40,955
Change-40,955 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 40,613
Change-40,613 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 40,352
Change-40,352 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 40,338
Change-40,338 (-100%)
Value—
Kettle Hill Capital Management, LLC
N/A
Shares— from 40,230
Change-40,230 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 39,931
Change-39,931 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 39,598
Change-39,598 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 39,556
Change-39,556 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 39,509
Change-39,509 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 39,455
Change-39,455 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 39,454
Change-39,454 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 38,497
Change-38,497 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 38,320
Change-38,320 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 38,116
Change-38,116 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 37,983
Change-37,983 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 37,966
Change-37,966 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 36,819
Change-36,819 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 36,717
Change-36,717 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 36,476
Change-36,476 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 36,411
Change-36,411 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 36,220
Change-36,220 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 36,014
Change-36,014 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 35,775
Change-35,775 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 35,710
Change-35,710 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 35,653
Change-35,653 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 35,110
Change-35,110 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 35,003
Change-35,003 (-100%)
Value—
Simmons Bank
N/A
Shares— from 34,896
Change-34,896 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 34,215
Change-34,215 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 34,036
Change-34,036 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 33,356
Change-33,356 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 32,847
Change-32,847 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 32,786
Change-32,786 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 32,599
Change-32,599 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 32,329
Change-32,329 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 32,170
Change-32,170 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 32,081
Change-32,081 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 32,011
Change-32,011 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 31,580
Change-31,580 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31,502
Change-31,502 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 31,163
Change-31,163 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 31,072
Change-31,072 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 30,595
Change-30,595 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 30,514
Change-30,514 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 30,074
Change-30,074 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 28,900
Change-28,900 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 28,782
Change-28,782 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 28,395
Change-28,395 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 28,252
Change-28,252 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 27,986
Change-27,986 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 27,509
Change-27,509 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 27,214
Change-27,214 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 26,966
Change-26,966 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 26,772
Change-26,772 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 26,562
Change-26,562 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 25,912
Change-25,912 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 25,816
Change-25,816 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 25,616
Change-25,616 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 25,543
Change-25,543 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 25,234
Change-25,234 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 25,041
Change-25,041 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 24,995
Change-24,995 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 24,627
Change-24,627 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 24,119
Change-24,119 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 24,041
Change-24,041 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 24,035
Change-24,035 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 24,009
Change-24,009 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 23,961
Change-23,961 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 23,896
Change-23,896 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 23,788
Change-23,788 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 23,727
Change-23,727 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 23,480
Change-23,480 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 23,422
Change-23,422 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 23,352
Change-23,352 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 23,201
Change-23,201 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 22,975
Change-22,975 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 22,838
Change-22,838 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 22,168
Change-22,168 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 22,131
Change-22,131 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 22,021
Change-22,021 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 21,860
Change-21,860 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 21,780
Change-21,780 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 21,451
Change-21,451 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 21,413
Change-21,413 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 21,134
Change-21,134 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 21,133
Change-21,133 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 20,667
Change-20,667 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 20,471
Change-20,471 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 20,451
Change-20,451 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 20,381
Change-20,381 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 20,061
Change-20,061 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 19,826
Change-19,826 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 19,795
Change-19,795 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 19,524
Change-19,524 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 19,358
Change-19,358 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 19,310
Change-19,310 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 19,308
Change-19,308 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 19,219
Change-19,219 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 19,213
Change-19,213 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 19,153
Change-19,153 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 18,928
Change-18,928 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 18,778
Change-18,778 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 18,775
Change-18,775 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 18,672
Change-18,672 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 18,664
Change-18,664 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 18,647
Change-18,647 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 18,601
Change-18,601 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 18,450
Change-18,450 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 18,429
Change-18,429 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 18,423
Change-18,423 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 18,245
Change-18,245 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 17,802
Change-17,802 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 17,668
Change-17,668 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 17,644
Change-17,644 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 17,496
Change-17,496 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 17,226
Change-17,226 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 17,146
Change-17,146 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 16,984
Change-16,984 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 16,845
Change-16,845 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,732
Change-16,732 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 16,714
Change-16,714 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 16,380
Change-16,380 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 16,371
Change-16,371 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 16,199
Change-16,199 (-100%)
Value—
Patrick Mauro Investment Advisor, Inc.
N/A
Shares— from 16,196
Change-16,196 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 16,163
Change-16,163 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 15,979
Change-15,979 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 15,945
Change-15,945 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 15,779
Change-15,779 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 15,755
Change-15,755 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 15,721
Change-15,721 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 15,657
Change-15,657 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 15,482
Change-15,482 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 15,415
Change-15,415 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 15,317
Change-15,317 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 15,295
Change-15,295 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 14,975
Change-14,975 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,892
Change-14,892 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 14,691
Change-14,691 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 14,537
Change-14,537 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 14,177
Change-14,177 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 14,171
Change-14,171 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 14,158
Change-14,158 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 14,134
Change-14,134 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 14,081
Change-14,081 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 13,660
Change-13,660 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 13,646
Change-13,646 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 13,626
Change-13,626 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 13,525
Change-13,525 (-100%)
Value—
Aviva PLC
N/A
Shares— from 13,450
Change-13,450 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 13,204
Change-13,204 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 13,149
Change-13,149 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 13,081
Change-13,081 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 13,078
Change-13,078 (-100%)
Value—
Kennondale Capital Management LLC
N/A
Shares— from 12,865
Change-12,865 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 12,823
Change-12,823 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 12,668
Change-12,668 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 12,644
Change-12,644 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 12,585
Change-12,585 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 12,547
Change-12,547 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 12,526
Change-12,526 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,484
Change-12,484 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,407
Change-12,407 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 12,391
Change-12,391 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 12,220
Change-12,220 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 12,087
Change-12,087 (-100%)
Value—
Man Group plc
N/A
Shares— from 11,973
Change-11,973 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,961
Change-11,961 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 11,872
Change-11,872 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 11,756
Change-11,756 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 11,662
Change-11,662 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 11,605
Change-11,605 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 11,573
Change-11,573 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 11,427
Change-11,427 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 11,427
Change-11,427 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 11,397
Change-11,397 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 11,291
Change-11,291 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 11,249
Change-11,249 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 11,187
Change-11,187 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 10,831
Change-10,831 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 10,652
Change-10,652 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 10,584
Change-10,584 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 10,537
Change-10,537 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 10,535
Change-10,535 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 10,493
Change-10,493 (-100%)
Value—
FCA Corp
N/A
Shares— from 10,487
Change-10,487 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,480
Change-10,480 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 10,362
Change-10,362 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 10,291
Change-10,291 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,289
Change-10,289 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 10,271
Change-10,271 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 10,259
Change-10,259 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 10,219
Change-10,219 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 10,121
Change-10,121 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 10,119
Change-10,119 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 10,030
Change-10,030 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 9,918
Change-9,918 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 9,820
Change-9,820 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 9,637
Change-9,637 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,606
Change-9,606 (-100%)
Value—
Rithm Capital Corp.
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 9,595
Change-9,595 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 9,467
Change-9,467 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 9,463
Change-9,463 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,367
Change-9,367 (-100%)
Value—
Nwam LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 9,268
Change-9,268 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,162
Change-9,162 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 9,081
Change-9,081 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 9,078
Change-9,078 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 9,071
Change-9,071 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
Bank OZK
N/A
Shares— from 9,041
Change-9,041 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 8,913
Change-8,913 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 8,898
Change-8,898 (-100%)
Value—
Croban
N/A
Shares— from 8,887
Change-8,887 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,858
Change-8,858 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 8,820
Change-8,820 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 8,808
Change-8,808 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 8,588
Change-8,588 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 8,466
Change-8,466 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 8,373
Change-8,373 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,361
Change-8,361 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 8,315
Change-8,315 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 8,271
Change-8,271 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,185
Change-8,185 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 8,183
Change-8,183 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 7,987
Change-7,987 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,862
Change-7,862 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 7,767
Change-7,767 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,736
Change-7,736 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 7,727
Change-7,727 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 7,567
Change-7,567 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,493
Change-7,493 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 7,469
Change-7,469 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,463
Change-7,463 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 7,429
Change-7,429 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 7,339
Change-7,339 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,280
Change-7,280 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 7,218
Change-7,218 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 7,187
Change-7,187 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 7,168
Change-7,168 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 7,146
Change-7,146 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 7,052
Change-7,052 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,927
Change-6,927 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 6,901
Change-6,901 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 6,857
Change-6,857 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 6,703
Change-6,703 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 6,651
Change-6,651 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 6,642
Change-6,642 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,445
Change-6,445 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 6,438
Change-6,438 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 6,437
Change-6,437 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 6,370
Change-6,370 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 6,368
Change-6,368 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 6,364
Change-6,364 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 6,358
Change-6,358 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
United Bank
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 6,302
Change-6,302 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 6,160
Change-6,160 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 6,068
Change-6,068 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 6,018
Change-6,018 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 6,017
Change-6,017 (-100%)
Value—
United Bank
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 5,933
Change-5,933 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 5,907
Change-5,907 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 5,860
Change-5,860 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 5,846
Change-5,846 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,803
Change-5,803 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 5,738
Change-5,738 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,663
Change-5,663 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 5,537
Change-5,537 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 5,504
Change-5,504 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,495
Change-5,495 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,491
Change-5,491 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,449
Change-5,449 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 5,418
Change-5,418 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Members Trust Co
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,333
Change-5,333 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 5,276
Change-5,276 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,185
Change-5,185 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,173
Change-5,173 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 5,169
Change-5,169 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 5,163
Change-5,163 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Optas, LLC
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,954
Change-4,954 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,939
Change-4,939 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Rogco, LP
N/A
Shares— from 4,921
Change-4,921 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 4,834
Change-4,834 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 4,817
Change-4,817 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 4,770
Change-4,770 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 4,685
Change-4,685 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 4,679
Change-4,679 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 4,607
Change-4,607 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 4,527
Change-4,527 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 4,404
Change-4,404 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,371
Change-4,371 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,368
Change-4,368 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 4,196
Change-4,196 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,133
Change-4,133 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,885
Change-3,885 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,865
Change-3,865 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 3,661
Change-3,661 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,247
Change-3,247 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
LSP Investment Advisors, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
CSS LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Summitry LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,622
Change-1,622 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 917
Change-917 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 896
Change-896 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 839
Change-839 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 808
Change-808 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 800
Change-800 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 767
Change-767 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 667
Change-667 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 647
Change-647 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 636
Change-636 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 573
Change-573 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 500
Change-500 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 494
Change-494 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 472
Change-472 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 470
Change-470 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Motco
N/A
Shares— from 434
Change-434 (-100%)
Value—
S&T Bank
N/A
Shares— from 434
Change-434 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 323
Change-323 (-100%)
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Dunhill Financial, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 290
Change-290 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 252
Change-252 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 223
Change-223 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Allied Private Wealth LLC
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Shares— from 184
Change-184 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 181
Change-181 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 167
Change-167 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 156
Change-156 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 155
Change-155 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 149
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Value—
Swan Capital LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 134
Change-134 (-100%)
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ESL Trust Services, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
EFG International AG
N/A
Shares— from 129
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Value—
TD Capital Management LLC
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Shares— from 121
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Erste Asset Management GmbH
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Shares— from 120
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Sankala Group LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 107
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Value—
Core Alternative Capital
N/A
Shares— from 104
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Burnham & Co LLC
N/A
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Change-100 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
HighMark Wealth Management LLC
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Shares— from 87
Change-87 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 52
Change-52 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 46
Change-46 (-100%)
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BOK Financial Private Wealth, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Quarry LP
N/A
Shares— from 33
Change-33 (-100%)
Value—
1015 Capital Partners, LLC
N/A
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Change-24 (-100%)
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Toews Corp
N/A
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Change-19 (-100%)
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Osbon Capital Management LLC
N/A
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Change-16 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED20,768,08920,367,382+400,707+2%$2.6B$2.4B-$209.1M2026-11-06
Bank of New York Mellon Corp
DECREASED4,708,8724,784,956-76,084-2%$605.7M$536.9M-$68.8M2026-11-05
Amundi
INCREASED3,116,3442,468,776+647,568+26%$312.5M$355.3M+$42.8M2026-11-06
LPL Financial LLC
INCREASED2,641,9662,563,597+78,369+3%$324.5M$301.2M-$23.3M2026-11-06
Barclays PLC
INCREASED2,534,9022,055,125+479,777+23%$260.1M$289.0M+$28.9M2026-11-06
MacKenzie Financial Corp
DECREASED2,417,0102,515,500-98,490-4%$318.4M$275.6M-$42.8M2026-11-02
Dimensional Fund Advisors LP
INCREASED2,154,1842,146,529+7,655+0%$271.7M$245.6M-$26.2M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,034,4251,931,704+102,721+5%$244.5M$231.9M-$12.6M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,708,2141,756,974-48,760-3%$222.4M$194.8M-$27.6M2026-10-29
Thrivent Financial for Lutherans
DECREASED1,339,9251,341,500-1,5750%$169.8M$152.8M-$17.0M2026-11-05
Sarasin & Partners LLP
DECREASED1,252,0801,283,213-31,133-2%$162.4M$142.7M-$19.7M2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED1,250,4121,240,257+10,155+1%$157.0M$142.6M-$14.4M2026-11-03
Russell Investments Group, Ltd.
DECREASED1,201,4491,353,044-151,595-11%$171.3M$137.0M-$34.3M2026-11-06
Citigroup Inc
DECREASED1,191,2671,841,739-650,472-35%$233.1M$135.8M-$97.3M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED954,512665,748+288,764+43%$71.2M$109.6M+$38.4M2026-10-13
Principal Financial Group Inc
DECREASED915,2421,022,750-107,508-11%$129.5M$104.3M-$25.1M2026-11-02
Antipodes Partners Ltd
INCREASED824,654813,926+10,728+1%$103.0M$94.0M-$9.0M2026-11-05
Duff & Phelps Investment Management Co
INCREASED808,491807,284+1,207+0%$102.2M$92.2M-$10.0M2026-11-06
Cincinnati Insurance Co
UNCHANGED794,816794,81600%$100.6M$90.6M-$10.0M2026-11-03
Truist Financial Corp
INCREASED741,692723,390+18,302+3%$91.6M$84.6M-$7.0M2026-10-30
Fifth Third Bancorp
DECREASED701,638731,800-30,162-4%$92.6M$80.0M-$12.6M2026-11-05
Virginia Retirement Systems ET Al
UNCHANGED700,405700,40500%$88.7M$79.9M-$8.8M2026-10-28
PNC Financial Services Group, Inc.
DECREASED545,717554,986-9,269-2%$70.3M$62.2M-$8.0M2026-11-06
New York State Teachers Retirement System
DECREASED541,668582,217-40,549-7%$73.7M$61.8M-$11.9M2026-10-22
Fort Washington Investment Advisors Inc
INCREASED540,832540,109+723+0%$68.4M$61.7M-$6.7M2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED526,854516,212+10,642+2%$65.5M$60.1M-$5.5M2026-10-29
Creative Planning
INCREASED504,515498,222+6,293+1%$63.1M$57.5M-$5.5M2026-11-02
Commonwealth Equity Services, LLC
DECREASED500,129522,110-21,981-4%$66.1M$57.0M-$9.1M2026-11-02
CIBC Asset Management Inc
DECREASED441,495456,324-14,829-3%$57.8M$50.3M-$7.4M2026-11-05
Vaughan David Investments LLC
INCREASED432,845425,122+7,723+2%$53.8M$49.3M-$4.5M2026-11-05
Keybank National Association
INCREASED431,411429,881+1,530+0%$54.4M$49.2M-$5.2M2026-11-04
Robeco Institutional Asset Management B.V.
INCREASED429,597254,403+175,194+69%$32.2M$49.0M+$16.8M2026-10-20
Pictet Asset Management Holding SA
INCREASED422,475375,615+46,860+12%$47.5M$48.2M+$621.0K2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED408,997390,466+18,531+5%$49.1M$46.5M-$2.6M2026-11-04
Asset Management One Co., Ltd.
INCREASED390,695378,266+12,429+3%$47.9M$44.5M-$3.3M2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED368,982362,207+6,775+2%$45.8M$42.1M-$3.8M2026-11-02
Old Republic International Corp
DECREASED349,964383,196-33,232-9%$48.5K$39.9M+$39.9M2026-10-26
US Bancorp \de\
DECREASED326,007342,686-16,679-5%$43.4M$37.2M-$6.2M2026-11-05
Assenagon Asset Management S.A.
DECREASED289,6961,056,922-767,226-73%$133.8M$33.0M-$100.8M2026-10-15
Oak Grove Capital LLC
INCREASED278,361212,611+65,750+31%$26.9M$31.7M+$4.8M2026-10-09
IFM Investors Pty Ltd
INCREASED250,870236,761+14,109+6%$30.0M$28.6M-$1.4M2026-10-14
State of New Jersey Common Pension Fund D
UNCHANGED249,232249,23200%$31.5M$28.4M-$3.1M2026-11-05
Kestra Advisory Services, LLC
INCREASED236,001206,360+29,641+14%$26.1M$26.9M+$785.4K2026-11-02
Davenport & Co LLC
INCREASED230,839229,280+1,559+1%$29.0M$26.3M-$2.7M2026-10-14
Mn Services Vermogensbeheer B.V.
UNCHANGED226,806226,80600%$28.7M$25.9M-$2.9M2026-10-08
Czech National Bank
INCREASED224,027221,903+2,124+1%$28.1M$25.5M-$2.5M2026-10-13
Arizona State Retirement System
INCREASED216,515215,940+575+0%$27.3M$24.7M-$2.6M2026-11-03
CapWealth Advisors, LLC
INCREASED215,220213,853+1,367+1%$27.1M$24.5M-$2.5M2026-10-05
Eurizon Capital SGR S.p.A.
INCREASED215,069191,381+23,688+12%$24.3M$24.5M+$272.1K2026-11-06
D.A. Davidson & Co.
DECREASED214,317217,905-3,588-2%$27.6M$24.4M-$3.1M2026-10-28
Arbejdsmarkedets Tillaegspension
DECREASED213,300227,300-14,000-6%$28.8M$24.3M-$4.5M2026-10-30
Exchange Traded Concepts, LLC
DECREASED209,748430,266-220,518-51%$54.5M$23.9M-$30.5M2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED207,109176,604+30,505+17%$22.4M$23.6M+$1.3M2026-11-03
Godsey & Gibb, Inc
INCREASED203,310202,322+988+0%$25.6M$23.2M-$2.4M2026-10-14
Swiss Life Asset Management Ltd
INCREASED201,511147,934+53,577+36%$18.7M$23.0M+$4.2M2026-11-03
Illinois Municipal Retirement Fund
DECREASED199,561214,944-15,383-7%$27.2M$22.8M-$4.5M2026-11-05
State of Michigan Retirement System
DECREASED195,936199,636-3,700-2%$25.3M$22.3M-$2.9M2026-10-27
DekaBank Deutsche Girozentrale
DECREASED192,100208,291-16,191-8%$27.2K$22.0M+$22.0M2026-10-27
Stack Financial Management, Inc
DECREASED190,484192,456-1,972-1%$24.4M$21.7M-$2.6M2026-11-02
Allworth Financial LP
INCREASED183,458179,929+3,529+2%$22.8M$23.2M+$446.8K2026-11-06
Laurel Wealth Advisors LLC
INCREASED182,814163,580+19,234+12%$20.7M$20.8M+$136.7K2026-10-27
Calamos Advisors LLC
INCREASED172,032168,552+3,480+2%$21.3M$19.6M-$1.7M2026-11-02
UMB Bank, n.a.
DECREASED171,056175,888-4,832-3%$22.3M$19.5M-$2.8M2026-11-06
Oppenheimer Asset Management Inc.
DECREASED169,791169,854-630%$21.5M$19.4M-$2.1M2026-10-27
Retirement Systems of Alabama
DECREASED163,511163,776-2650%$20.7M$18.6M-$2.1M2026-11-04
Woodmont Investment Counsel LLC
INCREASED161,845160,072+1,773+1%$20.3M$18.5M-$1.8M2026-10-29
Payden & Rygel
DECREASED159,140193,110-33,970-18%$24.4M$18.1M-$6.3M2026-10-28
Xponance LLC
INCREASED157,452143,062+14,390+10%$18.1M$18.0M-$157.7K2026-11-03
Canal Insurance Co
UNCHANGED150,166150,16600%$19.0M$17.1M-$1.9M2026-10-20
Wesbanco Bank Inc
DECREASED149,572190,433-40,861-21%$24.1M$17.1M-$7.1M2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED148,337147,127+1,210+1%$18.6M$16.9M-$1.7M2026-10-16
Assetmark, Inc
INCREASED145,656138,356+7,300+5%$17.5M$16.6M-$906.8K2026-10-21
Neos Investment Management LLC
INCREASED145,504126,358+19,146+15%$16.0M$16.6M+$594.5K2026-11-04
Daiwa Securities Group Inc.
DECREASED145,185180,307-35,122-19%$22.8M$16.6M-$6.3M2026-10-29
Willis Investment Counsel
DECREASED145,137160,137-15,000-9%$20.3M$16.5M-$3.7M2026-10-20
First Citizens Bank & Trust Co
DECREASED143,815171,548-27,733-16%$21.7M$16.4M-$5.3M2026-10-14
Rakuten Investment Management, Inc.
INCREASED139,941127,432+12,509+10%$16.4M$16.0M-$370.7K2026-10-30
Nykredit A/S
INCREASED139,289135,138+4,151+3%$17.1M$15.9M-$1.2M2026-11-06
Bokf, NA
DECREASED136,714166,096-29,382-18%$21.0M$15.6M-$5.4M2026-10-27
Midwest Trust Co
INCREASED135,514134,656+858+1%$17.0M$15.4M-$1.6M2026-10-22
Cadinha & Co LLC
INCREASED134,199134,049+150+0%$17.0M$15.3M-$1.7M2026-10-22
United Capital Management of KS, Inc.
INCREASED132,938127,657+5,281+4%$16.2M$15.2M-$1.0M2026-11-04
Amalgamated Bank
DECREASED132,478136,338-3,860-3%$17.3M$15.1M-$2.2M2026-10-23
CWA Asset Management Group, LLC
DECREASED131,589131,791-2020%$16.7M$15.0M-$1.7M2026-10-19
iA Global Asset Management Inc.
DECREASED131,326153,077-21,751-14%$19.4M$15.0M-$4.4M2026-10-29
Strs Ohio
DECREASED128,605143,043-14,438-10%$18.1M$14.7M-$3.4M2026-10-30
Randolph Co Inc
INCREASED126,775126,367+408+0%$16.0M$14.5M-$1.5M2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED124,319122,435+1,884+2%$15.5M$14.2M-$1.3M2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED123,630129,537-5,907-5%$16.4M$14.1M-$2.3M2026-10-19
ProShare Advisors LLC
DECREASED123,005123,735-730-1%$15.7M$14.0M-$1.6M2026-10-29
Wedge Capital Management L L P
INCREASED121,3461,674+119,672+7149%$211.9K$13.8M+$13.6M2026-10-13
Savant Capital, LLC
INCREASED120,77977,815+42,964+55%$9.8M$13.8M+$3.9M2026-11-06
Cantor Fitzgerald Investment Advisors L.P.
INCREASED108,444105,977+2,467+2%$13.4M$12.4M-$1.1M2026-10-21
New York Life Investment Management LLC
DECREASED108,441108,609-1680%$13.7M$12.4M-$1.4M2026-11-04
Concurrent Investment Advisors, LLC
DECREASED104,706113,610-8,904-8%$14.4M$11.9M-$2.4M2026-10-16
Tectonic Advisors LLC
INCREASED103,25195,497+7,754+8%$12.1M$11.8M-$316.3K2026-10-22
Guardian Partners Inc.
DECREASED103,021103,543-5220%$13.1M$11.7M-$1.4M2026-10-21
Oak Harvest Investment Services
INCREASED101,75097,620+4,130+4%$12.4M$11.6M-$756.2K2026-10-20
Lido Advisors, LLC
INCREASED101,23895,906+5,332+6%$12.1M$11.5M-$597.8K2026-11-04
UniSuper Management Pty Ltd
INCREASED97,76485,964+11,800+14%$10.9M$11.1M+$264.8K2026-10-26
Farther Finance Advisors, LLC
INCREASED96,97276,905+20,067+26%$9.7M$11.1M+$1.3M2026-10-08
First Horizon Corp
INCREASED96,66795,007+1,660+2%$12.0M$11.0M-$1.0M2026-10-26
Yousif Capital Management, LLC
INCREASED96,63395,634+999+1%$12.1M$11.0M-$1.1M2026-10-22
Vise Technologies, Inc.
DECREASED96,015100,970-4,955-5%$12.8M$10.9M-$1.8M2026-10-29
Oregon Public Employees Retirement Fund
DECREASED95,86795,873-60%$12.1M$10.9M-$1.2M2026-10-30
Oppenheimer & Co Inc
INCREASED95,68391,614+4,069+4%$11.6M$10.9M-$687.7K2026-10-26
HB Wealth Management, LLC
INCREASED92,72588,049+4,676+5%$11.1M$10.6M-$573.7K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED90,07986,374+3,705+4%$10.9M$10.3M-$664.5K2026-10-30
Hennessy Advisors Inc
INCREASED89,98789,187+800+1%$11.3M$10.3M-$1.0M2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED88,24586,700+1,545+2%$11.0M$10.1M-$913.7K2026-10-16
J.W. Cole Advisors, Inc.
DECREASED85,14085,648-508-1%$10.8M$9.7M-$1.1M2026-11-05
Advocate Group LLC
INCREASED84,71878,306+6,412+8%$9.9M$9.7M-$253.3K2026-10-19
Bell Bank
INCREASED84,49282,648+1,844+2%$10.5M$9.6M-$828.7K2026-10-21
Tompkins Financial Corp
INCREASED81,28280,865+417+1%$10.2M$9.3M-$968.9K2026-10-05
Romano Brothers and Company
DECREASED80,45980,941-482-1%$10.2M$9.2M-$1.1M2026-10-22
Intact Investment Management Inc.
DECREASED79,86082,200-2,340-3%$10.4M$9.1M-$1.3M2026-11-03
Mutual of America Capital Management LLC
DECREASED79,73780,322-585-1%$10.2M$9.1M-$1.1M2026-10-23
Florida Trust Wealth Management Co
INCREASED78,46876,697+1,771+2%$9.7M$8.9M-$762.2K2026-11-05
Merit Financial Group, LLC
INCREASED77,48670,386+7,100+10%$8.9M$8.8M-$75.4K2026-11-06
Advisors Management Group Inc
DECREASED76,60976,759-1500%$9.7M$8.7M-$982.0K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED76,55877,585-1,027-1%$9.8M$8.7M-$1.1M2026-11-06
KBC Group NV
INCREASED76,26970,498+5,771+8%$8.9M$8.7M-$229.0K2026-10-22
AGF Management LTD
INCREASED74,43755,807+18,630+33%$7.1M$8.5M+$1.4M2026-11-03
Union Bancaire Privee, UBP SA
DECREASED73,946123,711-49,765-40%$17.9M$12.8M-$5.1M2026-11-04
State of Alaska, Department of Revenue
DECREASED73,85976,386-2,527-3%$9.7M$8.4M-$1.2M2026-10-15
Camden National Bank
DECREASED72,82073,855-1,035-1%$9.3M$8.3M-$1.0M2026-11-02
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED71,27371,27300%$9.0M$8.1M-$895.9K2026-10-30
ABN Amro Investment Solutions
INCREASED71,06155,029+16,032+29%$7.0M$8.1M+$1.1M2026-10-21
United Asset Strategies, Inc.
DECREASED69,037111,547-42,510-38%$14.1M$7.9M-$6.2M2026-10-28
Linscomb Wealth, Inc.
DECREASED67,94368,815-872-1%$8.7M$7.7M-$964.5K2026-11-05
Whitener Capital Management, Inc.
INCREASED66,71165,330+1,381+2%$8.3M$7.6M-$663.8K2026-10-15
Cincinnati Casualty Co
UNCHANGED66,30066,30000%$8.4M$7.6M-$833.4K2026-11-03
Capital Investment Advisors, LLC
INCREASED65,50364,945+558+1%$8.2M$7.5M-$752.7K2026-10-22
Alps Advisors Inc
INCREASED65,24362,696+2,547+4%$7.9M$7.4M-$497.7K2026-11-03
Mather Group, Llc.
INCREASED64,66835,549+29,119+82%$4.5M$7.4M+$2.9M2026-10-14
Northside Capital Management, LLC
INCREASED63,60463,557+47+0%$8.0M$7.3M-$793.6K2026-10-13
Thompson Siegel & Walmsley LLC
UNCHANGED63,36963,36900%$8.0M$7.2M-$796.0K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED63,02267,096-4,074-6%$8.5M$7.2M-$1.3M2026-10-20
Money Concepts Capital Corp
INCREASED62,52359,300+3,223+5%$7.5M$7.1M-$378.0K2026-11-06
Ellsworth Advisors, LLC
INCREASED61,61858,018+3,600+6%$7.2M$7.0M-$188.9K2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED61,33445,638+15,696+34%$5.8M$7.0M+$1.2M2026-11-04
Cushing Asset Management, LP dba NXG Investment Management
UNCHANGED61,00061,00000%$7.7M$7.0M-$766.8K2026-10-26
Welch & Forbes LLC
DECREASED60,82761,942-1,115-2%$7.8M$6.9M-$905.7K2026-11-04
Crossmark Global Holdings, Inc.
INCREASED60,09056,438+3,652+6%$7.1M$6.9M-$293.1K2026-10-21
Globalt Investments LLC / GA
DECREASED59,96461,775-1,811-3%$7.8M$6.8M-$983.0K2026-10-27
Pathway Financial Advisers, LLC
INCREASED59,74858,552+1,196+2%$7.4M$6.8M-$599.7K2026-10-27
Schaper Benz & Wise Investment Counsel Inc
INCREASED59,65157,544+2,107+4%$7.3M$6.8M-$483.1K2026-10-09
Patten & Patten Inc
INCREASED59,62059,258+362+1%$7.5M$6.8M-$703.6K2026-10-26
Greystone Financial Group, LLC
INCREASED59,46259,290+172+0%$7.5M$6.8M-$725.7K2026-10-26
Gulf International Bank (UK) Ltd
UNCHANGED59,07959,07900%$7.5M$6.7M-$743.0K2026-10-20
Fideuram Asset Management (Ireland) dac
INCREASED58,66451,380+7,284+14%$6.5M$7.3M+$764.5K2026-10-29
Atria Investments, Inc
INCREASED58,36756,730+1,637+3%$7.2M$6.7M-$526.4K2026-10-15
Park Avenue Securities LLC
DECREASED58,01663,537-5,521-9%$8.0M$6.6M-$1.4M2026-10-26
First Premier Bank
DECREASED56,57358,451-1,878-3%$7.4K$6.4M+$6.4M2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED56,35954,470+1,889+3%$6.9M$6.4M-$469.3K2026-10-14
Csenge Advisory Group
INCREASED56,12855,255+873+2%$7.0M$6.4M-$595.0K2026-11-04
BCM Advisors, LLC
DECREASED56,04556,072-270%$7.3M$7.1M-$178.9K2026-11-03
Vontobel Holding Ltd.
INCREASED55,58954,885+704+1%$6.9M$6.3M-$609.6K2026-10-16
Farmers & Merchants Investments Inc
DECREASED55,38755,513-1260%$7.0M$6.3M-$712.2K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED55,36756,612-1,245-2%$7.2M$6.3M-$853.5K2026-10-13
Richard C. Young & Co., Ltd.
INCREASED55,15751,221+3,936+8%$6.5M$6.3M-$195.1K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED55,08651,199+3,887+8%$6.5M$6.3M-$200.4K2026-11-03
Sky Investment Group LLC
INCREASED53,67744,218+9,459+21%$5.6M$6.1M+$522.6K2026-10-30
Washington Trust Bank
DECREASED53,63154,513-882-2%$6.9M$6.1M-$785.8K2026-11-03
Choreo, LLC
INCREASED53,26752,131+1,136+2%$6.6M$6.1M-$526.0K2026-10-28
Smith Salley Wealth Management
DECREASED53,11959,147-6,028-10%$7.5M$6.1M-$1.4M2026-11-03
Chicago Partners Investment Group LLC
INCREASED52,38150,400+1,981+4%$6.5M$6.5M+$31.9K2026-10-27
SevenBridge Financial Group, LLC
INCREASED51,60248,130+3,472+7%$6.0M$6.3M+$251.8K2026-10-26
Meyer Handelman Co
DECREASED51,58452,277-693-1%$6.6M$5.9M-$736.1K2026-10-28
Prospera Financial Services Inc
DECREASED51,36863,028-11,660-18%$8.0M$6.5M-$1.4M2026-11-04
Family Legacy, Inc.
INCREASED50,99050,053+937+2%$6.3M$5.8M-$522.3K2026-10-13
Quadcap Wealth Management, LLC
INCREASED50,78849,824+964+2%$6.3M$5.8M-$516.1K2026-11-02
Oak Thistle LLC
NEW50,737—+50,737——$5.8M—2026-10-21
Strategic Planning Group, LLC
INCREASED50,59248,333+2,259+5%$6.1M$5.8M-$350.1K2026-10-22
Occidental Asset Management, LLC
INCREASED50,24245,753+4,489+10%$5.8M$5.7M-$63.3K2026-11-05
TD Private Client Wealth LLC
DECREASED50,07250,890-818-2%$6.4M$5.7M-$732.9K2026-10-28
Apollon Wealth Management, LLC
INCREASED49,99649,600+396+1%$6.3M$5.7M-$578.3K2026-10-23
Benedict Financial Advisors Inc
INCREASED49,76949,700+69+0%$6.3M$5.7M-$616.9K2026-10-07
Lockheed Martin Investment Management Co
DECREASED48,240187,240-139,000-74%$23.7M$5.5M-$18.2M2026-11-04
Maryland State Retirement & Pension System
INCREASED48,22741,582+6,645+16%$5.3M$5.5M+$234.9K2026-11-05
Pinkerton Wealth, LLC
INCREASED47,84545,694+2,151+5%$6.0M$5.5M-$528.3K2026-10-29
Clearstead Advisors, LLC
DECREASED47,50448,296-792-2%$6.1M$5.4M-$698.0K2026-11-06
Eliot Finkel Investment Counsel, LLC
DECREASED47,40447,419-150%$6.0M$5.4M-$597.8K2026-11-03
Capital Investment Counsel, LLC
DECREASED46,86547,824-959-2%$6.1M$5.3M-$710.5K2026-10-14
Strategy Asset Managers LLC
INCREASED46,61146,131+480+1%$5.8M$5.3M-$525.1K2026-10-14
KMG Fiduciary Partners, LLC
DECREASED46,49250,129-3,637-7%$6.3M$5.3M-$1.0M2026-10-14
True Freedom Investing, LLC
INCREASED46,43743,354+3,083+7%$5.7M$5.3M-$382.4K2026-10-29
Stablepoint Partners, LLC
DECREASED44,95245,150-1980%$5.7M$5.1M-$590.1K2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED44,64842,686+1,962+5%$5.4M$5.1M-$312.9K2026-10-13
Central Trust Co
INCREASED44,27944,199+80+0%$5.6M$5.0M-$546.4K2026-11-05
Vest Financial, LLC
DECREASED43,82644,326-500-1%$5.6M$5.0M-$614.2K2026-10-21
Strategic Wealth Investment Group, LLC
DECREASED43,72748,303-4,576-9%$6.1M$5.0M-$1.1M2026-10-29
Wasatch Advisors LP
INCREASED43,66642,275+1,391+3%$5.4M$5.0M-$372.8K2026-10-13
Asset One Wealth Management LLC
INCREASED43,61837,143+6,475+17%$4.6M$5.0M+$354.5K2026-11-02
Turtle Creek Wealth Advisors, LLC
DECREASED43,28346,544-3,261-7%$5.9M$4.9M-$957.4K2026-10-15
IFP Advisors, Inc
INCREASED42,86841,174+1,694+4%$5.2M$4.9M-$324.4K2026-10-16
Nisa Investment Advisors, LLC
DECREASED42,57544,568-1,993-4%$5.6M$4.9M-$787.4K2026-10-20
Tufton Capital Management
DECREASED42,16642,390-224-1%$5.4M$4.8M-$558.0K2026-10-20
Nixon Peabody Trust Co
INCREASED42,03741,654+383+1%$5.3M$4.8M-$479.9K2026-10-23
Hartford Investment Management Co
DECREASED41,82443,058-1,234-3%$5.5M$4.8M-$681.9K2026-11-04
Pegasus Asset Management, Inc.
INCREASED41,53440,601+933+2%$5.1M$4.7M-$404.0K2026-11-03
Royal Fund Management, LLC
INCREASED41,31439,809+1,505+4%$5.0M$4.7M-$328.8K2026-10-22
Woodard & Co Asset Management Group Inc
INCREASED41,30936,961+4,348+12%$4.7M$4.7M+$31.1K2026-11-03
MGO One Seven LLC
DECREASED41,30742,083-776-2%$5.3M$4.7M-$617.5K2026-10-28
Vertrix Wealth Management, LLC
INCREASED41,28240,989+293+1%$5.2M$4.7M-$481.8K2026-10-13
Aull & Monroe Investment Management Corp
INCREASED41,13840,184+954+2%$5.1M$4.7M-$396.3K2026-10-16
Physicians Financial Services, Inc.
INCREASED41,11740,921+196+0%$5.2M$4.7M-$492.0K2026-11-04
Signal Advisors Wealth, LLC
INCREASED40,97932,978+8,001+24%$4.2M$4.7M+$497.6K2026-10-13
Level Four Advisory Services, LLC
DECREASED40,82642,015-1,189-3%$5.3M$4.7M-$663.7K2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED40,77139,752+1,019+3%$5.0M$4.6M-$383.5K2026-10-26
Virginia Wealth Management Group, Inc.
INCREASED40,74640,238+508+1%$5.1M$4.6M-$447.9K2026-10-14
Cullinan Associates Inc
INCREASED40,66836,953+3,715+10%$4.7M$4.6M-$40.9K2026-11-03
SVB Wealth LLC
DECREASED40,48442,831-2,347-5%$5.4M$4.6M-$805.9K2026-11-06
Sigma Planning Corp
DECREASED39,94440,177-233-1%$5.1M$4.6M-$531.0K2026-10-23
Principle Wealth Partners LLC
DECREASED39,86941,778-1,909-5%$5.3M$4.5M-$742.7K2026-11-02
Daymark Wealth Partners, LLC
DECREASED39,49044,305-4,815-11%$5.6M$4.5M-$1.1M2026-11-04
Cincinnati Financial Corp
UNCHANGED38,78438,78400%$4.9M$4.4M-$487.5K2026-11-03
New Mexico Educational Retirement Board
UNCHANGED38,76038,76000%$4.9M$4.4M-$487.0K2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED38,71638,670+46+0%$4.9M$4.4M-$480.8K2026-10-22
Trilogy Capital Inc.
INCREASED38,44936,364+2,085+6%$4.6M$4.4M-$219.4K2026-10-20
Louisiana State Employees Retirement System
DECREASED38,30039,800-1,500-4%$5.0M$4.4M-$671.3K2026-10-20
Iowa State Bank
DECREASED38,09042,501-4,411-10%$5.4M$4.3M-$1.0M2026-10-06
Philadelphia Trust Co
DECREASED38,08048,569-10,489-22%$6.1M$4.3M-$1.8M2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
DECREASED37,76593,335-55,570-60%$11.8M$4.3M-$7.5M2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED37,56326,993+10,570+39%$3.4M$4.3M+$865.8K2026-11-05
Brookstone Capital Management
DECREASED37,44038,750-1,310-3%$4.9M$4.3M-$636.4K2026-10-22
Townsend Asset Management Corp
DECREASED37,34937,403-540%$4.7M$4.3M-$476.3K2026-10-29
First Bank & Trust
INCREASED37,04236,350+692+2%$4.6M$4.2M-$378.0K2026-10-19
Trust Co of Toledo NA
DECREASED36,73636,950-214-1%$4.7M$4.2M-$488.9K2026-10-16
Corda Investment Management, Llc.
INCREASED36,69024,168+12,522+52%$3.1M$4.2M+$1.1M2026-10-22
RMR Wealth Builders
INCREASED36,46934,288+2,181+6%$4.3M$4.2M-$182.4K2026-10-22
Constitution Capital LLC
INCREASED35,51334,713+800+2%$4.4M$4.0M-$345.1K2026-10-23
Davidson Capital Management Inc.
INCREASED35,36734,433+934+3%$4.4M$4.0M-$326.3K2026-10-15
Sagespring Wealth Partners, LLC
DECREASED35,22737,152-1,925-5%$4.7M$4.0M-$686.5K2026-10-22
Northcape Wealth Management, LLC
DECREASED35,01535,082-670%$4.4M$4.0M-$448.6K2026-11-04
Moneco Advisors, LLC
DECREASED34,47937,747-3,268-9%$4.8M$3.9M-$847.1K2026-11-05
Griffith & Werner, Inc.
INCREASED34,35629,409+4,947+17%$3.7M$3.9M+$194.0K2026-11-04
Plimoth Trust Co LLC
INCREASED34,17034,152+18+0%$4.3M$3.9M-$427.2K2026-10-26
Regions Financial Corp
DECREASED33,78434,114-330-1%$4.3M$3.9M-$466.4K2026-11-05
TD Waterhouse Canada Inc.
INCREASED33,71325,694+8,019+31%$3.2M$5.1M+$1.9M2026-10-16
Beacon Financial Group
DECREASED33,44034,449-1,009-3%$4.4M$3.8M-$548.1K2026-10-19
Retirement Planning Group, LLC
INCREASED33,37231,992+1,380+4%$4.0M$3.8M-$244.8K2026-10-19
Salem Investment Counselors Inc
INCREASED33,27432,050+1,224+4%$4.1M$3.8M-$263.4K2026-10-13
Orange Investment Advisors, Inc.
DECREASED33,23333,777-544-2%$4.3M$3.8M-$486.6K2026-10-23
Bahl & Gaynor LLC
DECREASED33,20133,283-820%$4.2M$3.8M-$427.7K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED33,00829,120+3,888+13%$3.7M$3.8M+$77.2K2026-10-27
Townsend & Associates, Inc
INCREASED32,67132,158+513+2%$4.0M$4.0M-$78.5K2026-10-23
American Assets Investment Management, LLC
UNCHANGED32,66632,66600%$4.1M$3.7M-$410.6K2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED32,55328,877+3,676+13%$3.7M$3.7M+$56.1K2026-10-08
Caldwell Trust Co
DECREASED31,85032,348-498-2%$4.1M$3.6M-$463.4K2026-10-30
CGN Advisors LLC
DECREASED31,54632,705-1,159-4%$4.1M$3.6M-$543.3K2026-10-21
Old North State Wealth Management, LLC
INCREASED31,42430,519+905+3%$3.9M$3.6M-$281.1K2026-10-22
Apollon Financial, LLC
INCREASED31,39028,780+2,610+9%$3.6M$3.6M-$64.2K2026-10-23
Glenview Trust Co
DECREASED31,21031,926-716-2%$4.0M$3.6M-$482.9K2026-10-28
Argyle Capital Management, LLC
INCREASED31,13431,009+125+0%$3.9M$3.5M-$375.5K2026-10-28
Lynch & Associates
DECREASED30,63131,308-677-2%$4.0M$3.5M-$470.8K2026-10-13
Cypress Capital Group
DECREASED30,51035,594-5,084-14%$4.5M$3.5M-$1.0M2026-11-03
Blue Trust, Inc.
DECREASED30,28732,213-1,926-6%$4.1M$3.5M-$624.5K2026-10-15
M Holdings Securities, Inc.
INCREASED30,24429,877+367+1%$3.8M$3.6K-$3.8M2026-11-03
Asio Capital, LLC
INCREASED30,18828,229+1,959+7%$3.6M$3.4M-$131.5K2026-10-19
Cohen Capital Management, Inc.
UNCHANGED30,13330,13300%$3.8M$3.4M-$378.8K2026-10-14
Sowell Financial Services LLC
DECREASED30,10830,590-482-2%$3.9M$3.4M-$439.4K2026-10-23
Banque Pictet & CIE SA
UNCHANGED30,00030,00000%$3.8M$3.4M-$377.1K2026-10-16
Zions Bancorporation, National Association
DECREASED29,84842,530-12,682-30%$5.4M$3.4M-$2.0M2026-11-06
AlphaStar Capital Management, LLC
INCREASED29,63928,494+1,145+4%$3.6M$3.4M-$227.7K2026-10-16
Montag A & Associates Inc
DECREASED29,59629,655-590%$3.8M$3.4M-$379.6K2026-10-29
TrinityBridge Ltd
DECREASED29,16729,767-600-2%$3.8M$3.3M-$441.0K2026-10-30
Plan Group Financial, LLC
INCREASED29,15124,369+4,782+20%$3.1M$3.5M+$452.3K2026-10-22
Spectrum Asset Management, Inc. (NB )
DECREASED28,95929,511-552-2%$3.7M$3.3M-$433.9K2026-10-19
Triangle Securities Wealth Management
INCREASED28,91328,821+92+0%$3.6M$3.3M-$351.8K2026-10-14
Pinnacle Associates LTD
DECREASED28,37528,537-162-1%$3.6M$3.2M-$377.2K2026-10-20
Modera Wealth Management, LLC
INCREASED28,34327,848+495+2%$3.5M$3.2M-$293.6K2026-10-28
Slocum, Gordon & Co LLP
INCREASED28,33527,825+510+2%$3.5M$3.2M-$291.6K2026-10-19
Y-Intercept (Hong Kong) Ltd
DECREASED27,96132,323-4,362-13%$4.1M$3.2M-$903.6K2026-10-16
Praxis Investment Management Inc
DECREASED27,84330,409-2,566-8%$3.8M$3.2M-$675.0K2026-11-03
Equitable Trust Co
INCREASED27,83927,190+649+2%$3.4M$3.2M-$267.8K2026-10-13
Chemung Canal Trust Co
INCREASED27,61527,254+361+1%$3.4M$3.1M-$301.4K2026-11-04
Shepherd Financial Partners LLC
INCREASED27,49227,321+171+1%$3.5M$3.1M-$323.9K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED26,98127,047-660%$3.4M$3.1M-$347.6K2026-10-23
Stiles Financial Services Inc
INCREASED26,93226,501+431+2%$3.4M$3.1M-$284.0K2026-10-30
Hohimer Wealth Management, LLC
INCREASED26,69221,480+5,212+24%$2.7M$3.0M+$324.1K2026-11-04
Sheets Smith Wealth Management
DECREASED26,64227,917-1,275-5%$3.5M$3.0M-$496.2K2026-10-16
Axxcess Wealth Management, LLC
DECREASED26,33728,964-2,627-9%$3.7M$3.0M-$663.6K2026-10-21
Fiduciary Alliance LLC
DECREASED26,16927,451-1,282-5%$3.5M$3.0M-$491.3K2026-10-13
Naples Global Advisors, LLC
INCREASED26,11725,417+700+3%$3.2M$3.0M-$239.7K2026-11-05
American National Bank & Trust
INCREASED25,92224,096+1,826+8%$3.0M$3.0M-$94.6K2026-10-07
Summit Global Investments
INCREASED25,68623,397+2,289+10%$3.0M$2.9M-$34.0K2026-10-28
Markowski Investments
DECREASED25,48726,866-1,379-5%$3.4M$2.9M-$494.9K2026-10-30
Wealth Group, Ltd.
DECREASED25,27540,921-15,646-38%$5.2M$2.9M-$2.3M2026-10-30
Moran Wealth Management, LLC
DECREASED25,25625,854-598-2%$3.3M$2.9M-$393.2K2026-10-22
Brick & Kyle, Associates
INCREASED25,21122,495+2,716+12%$2.9M$2.9M-$71.2K2026-11-05
Gamma Investing LLC
DECREASED25,04325,658-615-2%$3.2M$2.9M-$392.6K2026-10-08
Aspire Private Capital, LLC
DECREASED24,99925,073-740%$3.2M$2.9M-$323.7K2026-11-05
MFA Wealth Advisors, LLC
INCREASED24,87324,678+195+1%$3.1M$2.8M-$287.9K2026-10-07
Franklin Street Advisors Inc
DECREASED24,38824,417-290%$3.1M$2.8M-$310.2K2026-10-13
apricus wealth, LLC
INCREASED24,28622,386+1,900+8%$2.8M$2.8M-$64.8K2026-10-26
SWS Partners
INCREASED24,28024,127+153+1%$3.1M$2.8M-$285.9K2026-10-26
Meridian Wealth Management, LLC
DECREASED24,18426,460-2,276-9%$3.3M$2.8M-$592.0K2026-11-05
Verdence Capital Advisors LLC
INCREASED23,92523,210+715+3%$2.9M$2.7M-$210.3K2026-10-26
Fulton Bank, N.A.
DECREASED23,91424,295-381-2%$3.1M$2.7M-$348.8K2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED23,90124,571-670-3%$3.1M$2.7M-$385.2K2026-10-23
North Dakota State Investment Board
INCREASED23,86323,133+730+3%$2.9M$2.7M-$207.6K2026-10-27
Lineweaver Wealth Advisors, LLC
INCREASED23,84521,997+1,848+8%$2.8M$2.7M-$65.9K2026-10-13
AlphaCore Capital LLC
INCREASED23,83919,354+4,485+23%$2.4M$2.7M+$268.0K2026-11-04
Legacy Financial Independent Advisors LLC
DECREASED23,77824,796-1,018-4%$3.1M$2.7M-$427.7K2026-11-02
Park Edge Advisors, LLC
INCREASED23,7216,968+16,753+240%$882.0K$2.7M+$1.8M2026-10-28
Profund Advisors LLC
DECREASED23,37924,410-1,031-4%$3.1M$2.7M-$424.4K2026-10-29
Live Oak Private Wealth LLC
INCREASED23,30723,270+37+0%$2.9M$2.7M-$288.3K2026-11-02
Home Federal Bank of Tennessee
INCREASED23,19223,177+15+0%$2.9M$2.6M-$289.6K2026-10-15
Delta Financial Advisors LLC
INCREASED23,13722,166+971+4%$2.8M$2.6M-$167.9K2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED22,99723,627-630-3%$3.0M$2.6M-$368.8K2026-10-05
Cornerstone Wealth Group, LLC
DECREASED22,90223,276-374-2%$2.9M$2.6M-$335.2K2026-11-02
Shoker Investment Counsel, Inc.
INCREASED22,88322,521+362+2%$2.9M$2.6M-$241.8K2026-11-04
Spirit of America Management Corp
DECREASED22,70023,900-1,200-5%$3.0M$2.6M-$437.2K2026-10-14
Compound Planning, Inc.
DECREASED22,67022,987-317-1%$2.9M$2.6M-$325.1K2026-11-05
AMG National Trust Bank
INCREASED22,52521,959+566+3%$2.8M$2.6M-$211.5K2026-11-05
Bank & Trust Co
DECREASED22,50322,569-660%$2.9M$2.6M-$291.2K2026-10-07
GAM Holding AG
DECREASED22,49023,364-874-4%$3.0M$2.6M-$393.3K2026-11-03
Hardin Capital Partners, LLC
INCREASED22,43421,849+585+3%$2.8M$2.6M-$229.2K2026-10-09
Quadrant Capital Group LLC
INCREASED22,42715,778+6,649+42%$2.0M$2.7M+$653.5K2026-10-20
Miller Howard Investments Inc
INCREASED22,38122,232+149+1%$2.8M$2.6M-$262.5K2026-10-26
HUB Investment Partners, LLC
DECREASED22,37724,730-2,353-10%$3.1M$2.6M-$579.2K2026-11-03
Mill Capital Management, LLC
DECREASED22,23223,775-1,543-6%$3.0M$2.5M-$474.7K2026-10-26
Signaturefd, LLC
DECREASED22,11422,418-304-1%$2.8M$2.5M-$316.5K2026-10-23
Strategic Blueprint, LLC
INCREASED21,98220,938+1,044+5%$2.7M$2.5M-$144.1K2026-10-22
Platform Technology Partners
DECREASED21,90822,181-273-1%$2.8M$2.5M-$310.0K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED21,85418,403+3,451+19%$2.3M$2.5M+$162.1K2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED21,82522,035-210-1%$2.8M$2.5M-$300.9K2026-10-15
Kentucky Trust Co
INCREASED21,78321,705+78+0%$2.7M$2.5M-$263.9K2026-10-15
Capital Investment Counsel, Inc
INCREASED21,72418,864+2,860+15%$2.4M$2.5M+$89.0K2026-10-20
Wagner Wealth Management, LLC
INCREASED21,70618,864+2,842+15%$2.4M$2.5M+$86.8K2026-10-21
Ascentis Independent Advisors
NEW21,356—+21,356——$2.4M—2026-11-03
Victrix Investment Advisors
INCREASED21,33019,746+1,584+8%$2.5M$2.4M-$67.6K2026-10-13
BLB&B Advisors, LLC
DECREASED21,16721,457-290-1%$2.7M$2.4M-$302.8K2026-10-27
StoneX Group Inc.
DECREASED21,16322,333-1,170-5%$2.8M$2.4M-$404.9K2026-11-03
Jefferson Bridge Capital, LLC
UNCHANGED21,09021,09000%$2.7M$2.4M-$265.1K2026-11-06
Creative Financial Designs Inc
DECREASED20,92529,843-8,918-30%$3.8M$2.4M-$1.4M2026-11-04
Ti-Trust, Inc
UNCHANGED20,91520,91500%$2.6M$2.4M-$262.9K2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED20,27616,596+3,680+22%$2.1M$2.3M+$210.9K2026-10-14
Ballast, Inc.
INCREASED20,27219,358+914+5%$2.5M$2.3M-$139.1K2026-10-20
Securian Asset Management, Inc
DECREASED20,24620,718-472-2%$2.6M$2.3M-$281.7K2026-11-06
Greenwood Capital Associates LLC
DECREASED20,09120,570-479-2%$2.6M$2.3M-$313.2K2026-10-27
Certified Advisory Corp
INCREASED20,08520,048+37+0%$2.5M$2.3M-$247.8K2026-10-29
LEE Danner & Bass Inc
DECREASED19,76120,211-450-2%$2.6M$2.3M-$305.4K2026-10-27
Greenleaf Trust
DECREASED19,51120,685-1,174-6%$2.6M$2.2M-$393.9K2026-10-29
Citizens Financial Group Inc
DECREASED19,38121,668-2,287-11%$2.7M$2.2M-$533.2K2026-10-23
Advanced Asset Management Advisors Inc
UNCHANGED19,34919,34900%$2.4M$2.2M-$243.2K2026-10-20
Community Bank & Trust, Waco, Texas
DECREASED19,04220,369-1,327-7%$2.6M$2.2M-$407.0K2026-10-19
Forvis Mazars Wealth Advisors, LLC
INCREASED19,03018,716+314+2%$2.4M$2.2M-$199.5K2026-10-13
Davis Investment Partners, LLC
INCREASED18,96618,953+13+0%$2.4M$2.2M-$236.8K2026-11-05
Cornerstone Planning, LLC
INCREASED18,89518,807+88+0%$2.4M$2.3M-$35.5K2026-10-27
Marino, Stram & Associates LLC
INCREASED18,67818,167+511+3%$2.3M$2.1M-$170.1K2026-10-22
Wolff Wiese Magana LLC
INCREASED18,60318,273+330+2%$2.3M$2.1M-$192.1K2026-10-15
Measured Risk Portfolios, Inc.
INCREASED18,54618,453+93+1%$2.3M$2.1M-$221.4K2026-10-21
Private Trust Co NA
INCREASED18,51117,855+656+4%$2.3M$2.1M-$149.6K2026-10-20
B. Metzler seel. Sohn & Co. AG
UNCHANGED18,47118,47100%$2.3M$2.1M-$232.2K2026-10-30
Nicholas Hoffman & Company, Llc.
INCREASED18,42018,043+377+2%$2.3M$2.1M-$183.7K2026-10-30
Wedmont Private Capital
INCREASED18,40917,219+1,190+7%$2.2M$2.2M-$9.6K2026-10-09
Bison Wealth, LLC
DECREASED18,40818,883-475-3%$2.4M$2.2M-$212.2K2026-10-13
Ledgewood Wealth Advisors, LLC
UNCHANGED18,40418,40400%$2.3M$2.1M-$231.3K2026-10-09
Norden Group LLC
DECREASED18,27319,163-890-5%$2.4M$2.1M-$342.5K2026-10-20
Ethic Inc.
DECREASED18,19218,873-681-4%$2.4M$2.1M-$314.9K2026-11-03
Symphony Financial, Ltd. Co.
DECREASED18,07118,393-322-2%$2.4M$2.1M-$284.7K2026-10-22
Inspire Trust Co, N.A.
INCREASED18,00016,000+2,000+13%$2.0M$2.1M+$26.9K2026-11-05
Perigon Wealth Management, LLC
DECREASED17,90120,484-2,583-13%$2.6M$2.0M-$552.0K2026-10-22
TSP Capital Management Group, LLC
INCREASED17,63417,627+7+0%$2.2M$2.0M-$220.7K2026-10-15
Lanark Financial, Inc.
INCREASED17,57717,498+79+0%$2.2M$2.0M-$211.0K2026-10-26
Wedbush Securities Inc
DECREASED17,53217,818-286-2%$2.3M$2.0M-$256.0K2026-10-22
Courier Capital LLC
INCREASED17,40816,917+491+3%$2.1M$2.0M-$156.7K2026-10-19
Diversify Advisory Services, LLC
INCREASED17,30914,305+3,004+21%$1.8M$2.1M+$214.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED17,30914,305+3,004+21%$1.8M$2.1M+$214.7K2026-10-20
Advisortrust Partners, LLC
INCREASED17,28311,998+5,285+44%$1.5M$2.0M+$451.8K2026-11-02
Clear Trail Advisors, LLC
DECREASED17,23217,282-500%$2.2M$2.0M-$222.9K2026-10-20
Alchemi Wealth, LLC
INCREASED17,18717,072+115+1%$2.2M$2.0M-$201.4K2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED17,00217,181-179-1%$2.2M$1.9M-$236.3K2026-10-09
Parr Mcknight Wealth Management Group, LLC
DECREASED16,83817,291-453-3%$2.2M$1.9M-$269.0K2026-10-30
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED16,79116,79100%$2.1M$2.1M$02026-10-15
Apella Capital, LLC
INCREASED16,76815,585+1,183+8%$2.0M$1.9M-$61.6K2026-10-08
Valeo Financial Advisors, LLC
INCREASED16,69916,334+365+2%$2.1M$1.9M-$163.7K2026-10-08
Cornell Pochily Investment Advisors, Inc.
DECREASED16,67916,760-810%$2.1M$1.9M-$219.9K2026-10-19
Soltis Investment Advisors LLC
INCREASED16,4937,233+9,260+128%$915.5K$1.9M+$964.8K2026-10-28
Parsons Capital Management Inc
INCREASED16,47816,290+188+1%$2.1M$1.9M-$183.3K2026-10-28
NorthCrest Asset Manangement, LLC
DECREASED16,46298,344-81,882-83%$12.3M$1.9M-$10.4M2026-10-13
Bull Street Advisors, LLC
DECREASED16,32516,348-230%$2.1M$1.9M-$208.0K2026-10-20
Heritage Wealth Management, Inc.
INCREASED16,21316,211+2+0%$2.1M$1.8M-$203.5K2026-10-28
Visionary Wealth Advisors
DECREASED16,19577,162-60,967-79%$9.8M$1.8M-$7.9M2026-11-04
Center for Wealth Management Advisory
INCREASED16,17515,541+634+4%$2.0M$1.8M-$123.1K2026-10-23
Integrated Advisors Network LLC
INCREASED16,01715,150+867+6%$1.9M$1.8M-$91.6K2026-10-20
Keeler Thomas Management LLC
INCREASED15,98715,972+15+0%$2.0M$1.8M-$199.1K2026-10-29
Leo Wealth, LLC
NEW15,949—+15,949——$1.8M—2026-10-26
Canandaigua National Bank & Trust Co
DECREASED15,89416,828-934-6%$2.1M$1.8M-$318.0K2026-10-07
OmniStar Financial Group, Inc.
DECREASED15,87732,479-16,602-51%$4.1M$1.8M-$2.3M2026-10-26
InTrack Investment Management Inc
DECREASED15,82816,012-184-1%$2.0M$1.8M-$222.2K2026-10-15
Ipswich Investment Management Co., Inc.
DECREASED15,80316,063-260-2%$2.0M$1.8M-$231.6K2026-10-13
Parcion Private Wealth LLC
INCREASED15,72114,810+911+6%$1.9M$1.8M-$82.3K2026-10-28
Jeppson Wealth Management, LLC
INCREASED15,64915,272+377+2%$1.9M$1.8M-$149.0K2026-10-20
Ritholtz Wealth Management
DECREASED15,44317,476-2,033-12%$2.2M$1.8M-$451.5K2026-11-05
RKL Wealth Management LLC
INCREASED15,44214,714+728+5%$1.9M$1.8M-$101.9K2026-10-16
United Community Bank
INCREASED15,21014,888+322+2%$1.9M$1.7M-$150.4K2026-10-28
Compass Financial Management LLC
DECREASED15,04316,907-1,864-11%$2.1M$1.7M-$422.7K2026-10-30
Trust Co of the South
UNCHANGED15,00315,00300%$1.9M$1.7M-$188.6K2026-10-21
Rahlfs Capital, LLC
UNCHANGED14,98614,98600%$1.9M$1.7M-$188.4K2026-10-23
Nvwm, LLC
INCREASED14,98213,504+1,478+11%$1.7M$1.7M-$1.1K2026-10-14
Cornerstone Wealth Management, LLC
DECREASED14,94318,986-4,043-21%$2.4M$1.7M-$699.6K2026-11-04
Trust Co of Vermont
INCREASED14,93114,323+608+4%$1.8M$1.7M-$110.7K2026-10-21
Pittenger & Anderson Inc
INCREASED14,7508,025+6,725+84%$1.0M$1.7M+$665.8K2026-11-02
Tema Etfs LLC
INCREASED14,74614,485+261+2%$1.8M$1.7M-$152.3K2026-10-16
AGP Franklin, LLC
INCREASED14,72013,860+860+6%$1.8M$1.7M-$76.2K2026-11-04
Bfsg, LLC
INCREASED14,68714,406+281+2%$1.8M$1.7M-$149.1K2026-10-30
Concord Wealth Partners
INCREASED14,66714,542+125+1%$1.8M$1.7M-$168.5K2026-11-02
Confluence Wealth Services, Inc.
DECREASED14,55617,603-3,047-17%$2.2M$1.7M-$568.7K2026-11-05
Cordgrass Capital Advisors, LLC
UNCHANGED14,44814,44800%$1.8M$1.6M-$181.6K2026-10-30
Biltmore Family Office, LLC
UNCHANGED14,42914,42900%$1.8M$1.6M-$181.4K2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED14,41513,296+1,119+8%$1.7M$1.6M-$39.5K2026-11-02
MBL Wealth, LLC
INCREASED14,26412,184+2,080+17%$1.5M$1.6M+$84.1K2026-10-22
Portside Wealth Group, LLC
INCREASED14,21313,911+302+2%$1.8M$1.6M-$140.4K2026-10-20
MSH Capital Advisors LLC
DECREASED14,11714,264-147-1%$1.8M$1.6M-$196.0K2026-11-03
Jacobi Capital Management LLC
INCREASED14,09613,478+618+5%$1.7M$1.6M-$99.0K2026-11-05
Norway Savings Bank
INCREASED14,01712,266+1,751+14%$1.6M$1.6M+$45.4K2026-10-20
Meridian Financial Partners LLC
INCREASED13,97913,885+94+1%$1.7M$1.7M-$64.7K2026-10-23
Burke & Herbert Bank & Trust Co
DECREASED13,92713,997-700%$1.8M$1.6M-$183.9K2026-11-02
Private Wealth Partners, LLC
DECREASED13,88814,013-125-1%$1.8M$1.6M-$190.4K2026-10-22
Grandview Asset Management LLC
DECREASED13,77714,483-706-5%$1.8M$1.6M-$262.5K2026-10-19
Patten Group, Inc.
INCREASED13,75013,478+272+2%$1.7M$1.6M-$138.4K2026-10-26
Cassia Capital Partners, LLC
INCREASED13,71712,856+861+7%$1.6M$1.6M-$63.5K2026-11-04
Raleigh Capital Management Inc.
INCREASED13,71413,555+159+1%$1.7M$1.6M-$152.3K2026-10-28
City Holding Co
DECREASED13,69814,639-941-6%$1.9M$1.6M-$291.3K2026-10-19
O'Keefe Stevens Advisory, Inc.
INCREASED13,67811,998+1,680+14%$1.5M$1.6M+$40.8K2026-10-09
Park National Corp
INCREASED13,67313,483+190+1%$1.7M$1.6M-$147.8K2026-10-05
CX Institutional
INCREASED13,5927,220+6,372+88%$914$1.6K+$6362026-10-02
ROI Financial Advisors, LLC
DECREASED13,57814,083-505-4%$1.8M$1.5M-$234.6K2026-10-19
Convergence Financial, LLC
DECREASED13,53426,923-13,389-50%$3.4M$1.5M-$1.9M2026-10-27
Mission Wealth Management, LP
DECREASED13,49016,879-3,389-20%$2.1M$1.5M-$598.5K2026-10-15
Trust Investment Advisors
INCREASED13,44611,349+2,097+18%$1.4M$1.5M+$96.4K2026-10-20
Hanson & Doremus Investment Management
DECREASED13,39913,945-546-4%$1.8M$1.5M-$237.0K2026-10-16
Successful Portfolios LLC
DECREASED13,38215,407-2,025-13%$1.9M$1.5M-$408.2K2026-10-09
Carnegie Investment Counsel
INCREASED13,33212,422+910+7%$1.6M$1.5M-$52.4K2026-10-20
Marks Group Wealth Management, Inc
DECREASED13,32313,694-371-3%$1.7M$1.5M-$214.4K2026-11-05
Evergreen Capital Management LLC
DECREASED13,32018,500-5,180-28%$2.3M$1.5M-$823.1K2026-10-23
Concord Asset Management, LLC
INCREASED13,28513,080+205+2%$1.7M$1.5M-$141.1K2026-11-02
ZWJ Investment Counsel Inc
INCREASED13,17612,593+583+5%$1.6M$1.5M-$91.8K2026-10-15
Weaver Capital Management LLC
DECREASED13,17514,069-894-6%$1.8M$1.5M-$340.1K2026-10-15
Sterling Capital Management LLC
DECREASED13,15352,109-38,956-75%$6.6M$1.5M-$5.1M2026-10-22
Welch Group, LLC
DECREASED13,08013,082-20%$1.7M$1.5M-$164.7K2026-10-29
Gibson Wealth Advisors LLC
INCREASED13,02513,000+25+0%$1.6M$1.5M-$160.6K2026-10-20
Cullen T Bankers, Inc.
INCREASED13,02112,440+581+5%$1.6M$1.5M-$90.1K2026-10-28
NTV Asset Management LLC
DECREASED12,90514,067-1,162-8%$1.8M$1.5M-$309.3K2026-10-23
Orca Wealth Management, LLC
DECREASED12,86712,909-420%$1.6M$1.5M-$167.0K2026-10-14
Brighton Jones LLC
INCREASED12,7708,599+4,171+49%$1.1M$1.5M+$367.5K2026-11-03
Columbia Asset Management
INCREASED12,72912,624+105+1%$1.6M$1.5M-$146.7K2026-10-19
Focus Financial Network, Inc.
INCREASED12,72712,562+165+1%$1.6M$1.5M-$139.1K2026-10-14
Doliver Advisors, LP
INCREASED12,67412,648+26+0%$1.6M$1.4M-$156.0K2026-10-01
Claro Advisors Inc.
INCREASED12,61012,181+429+4%$1.5M$1.4M-$104.2K2026-11-02
Harmony Asset Management LLC
INCREASED12,5642,777+9,787+352%$351.6K$1.4M+$1.1M2026-10-20
Larson Financial Group LLC
INCREASED12,55310,705+1,848+17%$1.4M$1.4M+$76.1K2026-11-05
NovaPoint Capital, LLC
INCREASED12,55112,467+84+1%$1.6M$1.4M-$147.1K2026-10-22
MTM Investment Management, LLC
INCREASED12,53112,516+15+0%$1.6M$1.4M-$155.7K2026-10-30
Point Windward Advisors Inc.
INCREASED12,52512,013+512+4%$1.5M$1.4M-$92.6K2026-11-06
VestGen Advisors, LLC
DECREASED12,41414,689-2,275-15%$1.9M$1.4M-$444.1K2026-10-27
Pullen Investment Management, LLC
INCREASED12,39412,307+87+1%$1.6M$1.4M-$144.8K2026-10-23
Souders Financial Advisors
INCREASED12,30112,253+48+0%$1.6M$1.4M-$148.6K2026-11-03
Parallel Advisors, LLC
DECREASED12,24912,905-656-5%$1.6M$1.4M-$237.0K2026-11-03
Excalibur Management Corp
INCREASED12,14612,143+3+0%$1.5M$1.4M-$152.3K2026-11-02
RFG Advisory, LLC
INCREASED12,08611,978+108+1%$1.5M$1.4M-$138.3K2026-11-03
Balboa Wealth Partners
INCREASED12,05911,590+469+4%$1.5M$1.4M-$92.3K2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED12,05711,103+954+9%$1.4M$1.4M-$30.9K2026-11-05
Mystic Asset Management, Inc.
INCREASED11,96911,819+150+1%$1.5M$1.4M-$131.5K2026-10-15
Simplicity Wealth,LLC
INCREASED11,96510,453+1,512+14%$1.3M$1.4M+$41.1K2026-10-23
Marble Harbor Investment Counsel, LLC
UNCHANGED11,95811,95800%$1.5M$1.4M-$150.3K2026-11-06
Retirement Guys Formula LLC
INCREASED11,90911,905+4+0%$1.5M$1.4M-$149.2K2026-10-26
LifePlan Financial, LLC
INCREASED11,88911,736+153+1%$1.5M$1.4M-$96.4K2026-10-13
Everhart Financial Group, Inc.
DECREASED11,86112,468-607-5%$1.6M$1.4M-$226.0K2026-10-08
LVW Advisors, LLC
DECREASED11,85711,871-140%$1.5M$1.4M-$150.8K2026-10-19
Comprehensive Financial Consultants Institutional, Inc.
INCREASED11,82511,547+278+2%$1.5M$1.3M-$113.5K2026-10-15
Candriam S.C.A.
UNCHANGED11,78611,78600%$1.5M$1.3M-$141.8K2026-11-03
Allen Capital Group, LLC
DECREASED11,76012,386-626-5%$1.6M$1.3M-$227.1K2026-10-27
Williams Jones Wealth Management, Llc.
DECREASED11,73113,119-1,388-11%$1.7M$1.3M-$323.2K2026-11-05
Armor Investment Advisors, LLC
DECREASED11,71912,981-1,262-10%$1.6M$1.3M-$307.0K2026-10-27
Outfitters Financial LLC
INCREASED11,67511,190+485+4%$1.4M$1.3M-$85.4K2026-10-23
Independent Financial Group, LLC
INCREASED11,61511,565+50+0%$1.5M$1.3M-$139.7K2026-10-13
King Luther Capital Management Corp
DECREASED11,61412,103-489-4%$1.5M$1.3M-$207.9K2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED11,61210,521+1,091+10%$1.3M$1.3M-$7.9K2026-10-29
Alpha Omega Wealth Management LLC
DECREASED11,59411,877-283-2%$1.5M$1.3M-$181.6K2026-10-23
Bellecapital International Ltd.
UNCHANGED11,55311,55300%$1.5M$1.3M-$145.2K2026-10-21
Burkett Financial Services, LLC
DECREASED11,54411,683-139-1%$1.5M$1.3M-$162.7K2026-10-01
Chesley Taft & Associates LLC
DECREASED11,53711,633-96-1%$1.5M$1.3M-$157.2K2026-10-13
Kenora Financial, LLC
DECREASED11,45611,492-360%$1.5M$1.3M-$148.6K2026-10-20
Heritage Investors Management Corp
DECREASED11,41911,593-174-1%$1.5M$1.3M-$165.0K2026-10-29
Corundum Group, Inc.
INCREASED11,29910,621+678+6%$1.3M$1.3M-$56.2K2026-10-28
Segment Wealth Management, LLC
DECREASED11,24911,622-373-3%$1.5M$1.3M-$188.6K2026-10-26
Ascent Group, LLC
DECREASED11,23614,118-2,882-20%$1.8M$1.3M-$506.0K2026-10-30
LMG Wealth Partners, LLC
DECREASED11,22311,293-70-1%$1.4M$1.3M-$149.9K2026-11-05
Fourpath Capital Management, LLC
DECREASED11,16111,314-153-1%$1.4M$1.3M-$159.7K2026-10-19
Greenfield Savings Bank
DECREASED11,05211,152-100-1%$1.4M$1.3M-$151.6K2026-10-07
Frank, Rimerman Advisors LLC
DECREASED11,00712,333-1,326-11%$1.6M$1.3M-$306.2K2026-10-16
AA Financial Advisors, LLC
INCREASED10,95710,357+600+6%$1.3M$1.2M-$61.8K2026-10-19
Elyxium Wealth, LLC
DECREASED10,88011,204-324-3%$1.4M$1.2M-$177.8K2026-10-27
Leonteq Securities AG
INCREASED10,8332,908+7,925+273%$368.1K$1.2M+$867.0K2026-10-29
Crestwood Advisors Group, LLC
DECREASED10,80011,357-557-5%$1.4M$1.2M-$206.2K2026-10-27
Convergence Investment Partners, LLC
NEW10,750—+10,750——$1.2M—2026-10-28
Roxbury Financial LLC
INCREASED10,72010,683+37+0%$1.4M$1.2M-$130.1K2026-10-01
Cherokee Insurance Co
UNCHANGED10,70010,70000%$1.4M$1.2M-$134.5K2026-11-05
Eagle Global Advisors LLC
UNCHANGED10,65010,65000%$1.3M$1.2M-$133.9K2026-11-02
CoreCap Advisors, LLC
INCREASED10,6398,994+1,645+18%$1.1M$1.2M+$74.6K2026-10-08
CFS Investment Advisory Services, LLC
INCREASED10,63610,565+71+1%$1.4M$1.2M-$139.1K2026-10-19
RIA Advisory Group LLC
DECREASED10,61510,834-219-2%$1.4M$1.2M-$161.3K2026-10-15
Penobscot Investment Management Company, Inc.
DECREASED10,59112,091-1,500-12%$1.5M$1.2M-$323.0K2026-10-26
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED10,47910,574-95-1%$1.3M$1.2M-$143.7K2026-10-13
Winthrop Capital Management, LLC
INCREASED10,42710,378+49+0%$1.3M$1.2M-$125.2K2026-11-05
Mechanics Bank Trust Department
DECREASED10,41311,062-649-6%$1.4M$1.2M-$213.0K2026-10-13
Formidable Asset Management, LLC
INCREASED10,40510,080+325+3%$1.3M$1.3M-$2.8K2026-11-03
Dickmeyer Boyce Financial Management, Inc.
DECREASED10,19910,455-256-2%$1.3M$1.2M-$160.6K2026-10-08
Verity Asset Management, Inc.
DECREASED10,19210,205-130%$1.3M$1.2M-$129.8K2026-10-30
Stableford Capital II LLC
INCREASED10,1589,149+1,009+11%$1.2M$1.2M+$342026-10-09
Advisor OS, LLC
DECREASED10,12913,356-3,227-24%$1.7M$1.2M-$535.7K2026-11-03
Chicago Trust Co NA
INCREASED9,9459,865+80+1%$1.2M$1.1M-$114.9K2026-10-28
B. Riley Wealth Advisors, Inc.
DECREASED9,93110,151-220-2%$1.3M$1.1M-$170.5K2026-10-13
Harbor Investment Advisory, LLC
DECREASED9,92610,195-269-3%$1.3M$1.1M-$158.8K2026-10-13
Indivisible Partners
INCREASED9,8579,049+808+9%$1.1M$1.1M-$21.7K2026-10-26
Gables Capital Management Inc.
DECREASED9,8549,954-100-1%$1.3M$1.1M-$136.5K2026-11-04
Bria Capital Group, LLC
INCREASED9,8298,442+1,387+16%$1.1M$1.1M+$52.0K2026-10-22
Cidel Asset Management Inc
INCREASED9,8099,227+582+6%$1.2M$1.1M-$49.6K2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED9,8049,450+354+4%$1.2M$1.1M-$78.4K2026-10-27
First County Bank
DECREASED9,7149,980-266-3%$1.3M$1.1M-$155.8K2026-10-13
TCV Trust & Wealth Management, Inc.
DECREASED9,6599,740-81-1%$1.2M$1.1M-$131.7K2026-10-16
KCM Investment Advisors LLC
DECREASED9,6099,611-20%$1.2M$1.1M-$121.0K2026-10-27
Aaron Wealth Advisors LLC
DECREASED9,58812,793-3,205-25%$1.6M$1.1M-$526.2K2026-10-13
Allen Wealth Management, LLC
DECREASED9,55210,879-1,327-12%$1.4M$1.1M-$288.0K2026-10-29
Sculati Wealth Management, LLC
UNCHANGED9,5089,50800%$1.2M$1.1M-$69.6K2026-10-19
Strategic Advisors LLC
INCREASED9,4889,475+13+0%$1.2M$1.1M-$117.6K2026-10-13
First City Capital Management, Inc.
DECREASED9,4849,558-74-1%$1.2M$1.1M-$128.6K2026-10-27
Kellett Wealth Advisors, LLC
INCREASED9,4519,431+20+0%$1.2M$1.1M-$116.3K2026-10-15
Abacus Planning Group, Inc.
INCREASED9,4469,339+107+1%$1.2M$1.1M-$105.2K2026-11-02
Huntleigh Advisors, Inc.
INCREASED9,4459,163+282+3%$1.2M$1.1M-$83.2K2026-11-03
Pines Wealth Management, LLC
INCREASED9,4199,409+10+0%$1.2M$1.1M-$117.1K2026-10-21
Nfsg Corp
INCREASED9,3908,880+510+6%$1.1M$1.1M-$53.5K2026-10-15
EverSource Wealth Advisors, LLC
INCREASED9,3728,942+430+5%$1.1M$1.1M-$63.3K2026-11-04
JBR Co Financial Management Inc
UNCHANGED9,3389,33800%$1.2M$1.2M-$7.6K2026-10-13
EPG Wealth Management LLC
INCREASED9,3099,041+268+3%$1.1M$1.1M-$83.1K2026-11-03
First National Trust Co
DECREASED9,29712,440-3,143-25%$1.6M$1.1M-$514.7K2026-10-28
Kavar Capital Partners Group, LLC
INCREASED9,2509,238+12+0%$1.2M$1.1M-$114.8K2026-11-06
Atlas Brown,Inc.
DECREASED9,1609,245-85-1%$1.2M$1.0M-$125.9K2026-10-09
Archer Investment Corp
INCREASED9,1087,009+2,099+30%$887.2K$1.0M+$151.2K2026-11-05
Peoples Financial Services Corp.
DECREASED9,0649,156-92-1%$1.2M$1.0M-$125.6K2026-10-20
Integrity Alliance, Llc.
DECREASED8,9499,723-774-8%$1.2M$1.0M-$210.5K2026-10-29
Evermay Wealth Management LLC
DECREASED8,7418,766-250%$1.1M$996.6K-$113.0K2026-11-05
Persium Advisors, LLC
INCREASED8,7038,174+529+6%$1.0M$992.2K-$42.4K2026-10-07
Cape Investment Advisory, Inc.
INCREASED8,6688,559+109+1%$1.1M$988.2K-$95.2K2026-10-13
Tortuga Wealth Management, Inc
INCREASED8,6308,540+90+1%$1.1M$983.9K-$97.1K2026-10-27
Avanza Fonder AB
UNCHANGED8,5178,51700%$1.1M$971.0K-$107.1K2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED8,51560,170-51,655-86%$7.6M$970.8K-$6.6M2026-10-13
Catalyst Financial Partners LLC
INCREASED8,5087,920+588+7%$1.0M$970.0K-$32.5K2026-11-06
Aviance Capital Partners, LLC
DECREASED8,4958,517-220%$1.1M$968.5K-$109.6K2026-10-29
Journey Advisory Group, LLC
INCREASED8,4896,643+1,846+28%$840.9K$967.8K+$126.9K2026-11-04
Chicago Capital, LLC
UNCHANGED8,4888,48800%$1.1M$967.7K-$106.7K2026-10-13
Horizon Financial Services, LLC
DECREASED8,4508,934-484-5%$1.1M$963.4K-$167.5K2026-11-04
Nepsis Inc.
DECREASED8,4328,611-179-2%$1.1M$961.3K-$128.6K2026-10-13
Three Magnolias Financial Advisors, LLC
INCREASED8,3377,641+696+9%$967.2K$950.5K-$16.6K2026-10-14
Venture Visionary Partners LLC
INCREASED8,3057,244+1,061+15%$917.0K$946.9K+$29.9K2026-10-07
Nilsine Partners, LLC
DECREASED8,2888,536-248-3%$1.1M$944.9K-$135.6K2026-11-02
Kanawha Capital Management LLC
DECREASED8,2878,344-57-1%$1.1M$944.8K-$111.4K2026-10-19
V-Square Quantitative Management LLC
INCREASED8,1687,160+1,008+14%$906.3K$931.2K+$24.9K2026-10-15
Gryphon Financial Partners LLC
DECREASED8,1518,787-636-7%$1.1M$929.3K-$183.0K2026-11-04
Harbour Trust & Investment Management Co
UNCHANGED8,1008,10000%$1.0M$923.5K-$101.8K2026-10-28
Reaves W H & Co Inc
DECREASED8,0938,264-171-2%$1.0M$922.7K-$123.4K2026-11-06
Hengehold Capital Management LLC
DECREASED8,0588,069-110%$1.0M$918.7K-$102.7K2026-10-16
McGrath & Associates, Inc.
NEW8,052—+8,052——$918.1K—2026-10-27
Albion Financial Group
UNCHANGED8,0488,04800%$1.0M$917.6K-$101.2K2026-10-21
DB&C Advisors, LLC
INCREASED7,9547,914+40+1%$1.0M$906.8K-$95.0K2026-10-26
Baker Avenue Asset Management, LP
INCREASED7,9385,744+2,194+38%$727.1K$905.0K+$177.9K2026-11-06
Neville Rodie & Shaw Inc
UNCHANGED7,9157,91500%$1.0K$902-$1002026-10-05
Bigelow Investment Advisors, LLC
INCREASED7,9037,557+346+5%$956.6K$901.0K-$55.5K2026-10-13
Gratus Wealth Advisors, LLC
INCREASED7,8957,279+616+8%$921.3K$900.1K-$21.2K2026-10-26
LongView Wealth Management
INCREASED7,8897,828+61+1%$990.9K$899.4K-$91.5K2026-10-19
Birch Hill Investment Advisors LLC
UNCHANGED7,8887,88800%$998.5K$899.3K-$99.2K2026-10-16
Revisor Wealth Management LLC
DECREASED7,8809,214-1,334-14%$1.2M$933.0K-$233.4K2026-10-20
Foster Victor Wealth Advisors, LLC
INCREASED7,8807,873+7+0%$994.9K$939.9K-$55.0K2026-10-21
Aprio Wealth Management, LLC
DECREASED7,8178,130-313-4%$1.0M$891.2K-$137.8K2026-10-28
Archford Capital Strategies, LLC
DECREASED7,7067,979-273-3%$1.0M$878.6K-$131.4K2026-10-19
Monument Capital Management
INCREASED7,6747,137+537+8%$903.4K$874.9K-$28.5K2026-10-09
Fisher Asset Management, LLC
INCREASED7,5697,422+147+2%$939.5K$863.0K-$76.5K2026-11-06
Community Bank of Raymore
UNCHANGED7,5657,56500%$957.6K$862.5K-$95.1K2026-10-23
Schmidt P J Investment Management Inc
INCREASED7,5637,263+300+4%$919.4K$862.3K-$57.1K2026-11-02
Integras Partners LLC
UNCHANGED7,5127,51200%$950.9K$856.4K-$94.4K2026-10-30
Certuity, LLC
INCREASED7,4666,212+1,254+20%$786.3K$851.2K+$64.9K2026-11-02
Themes Management Co LLC
DECREASED7,4218,757-1,336-15%$1.1M$846.1K-$262.4K2026-10-29
Powers Advisory Group, LLC
INCREASED7,4157,308+107+1%$925.0K$845.4K-$79.6K2026-10-14
International Assets Investment Management, LLC
INCREASED7,4016,867+534+8%$863.7K$841.8K-$21.9K2026-11-02
Violich Capital Management, Inc.
DECREASED7,3838,208-825-10%$1.0M$841.7K-$197.2K2026-10-05
Alessandra Capital Management, LLC
DECREASED7,3748,006-632-8%$1.0M$840.7K-$172.6K2026-10-30
Stockman Wealth Management, Inc.
DECREASED7,3317,355-240%$931.0K$835.8K-$95.2K2026-10-27
Sawyer & Company, Inc
DECREASED7,3077,667-360-5%$970.5K$833.1K-$137.4K2026-10-21
Cigna Investments Inc
DECREASED7,2437,300-57-1%$924.0K$826.0K-$98.0K2026-10-19
Angeles Wealth Management, LLC
DECREASED7,1687,617-449-6%$964.2K$817.2K-$146.9K2026-10-26
Crescent Sterling, Ltd.
INCREASED7,1656,771+394+6%$857.1K$816.9K-$40.2K2026-10-16
Lantz Financial LLC
DECREASED7,1277,442-315-4%$942.0K$812.6K-$129.4K2026-10-15
AdvisorNet Financial, Inc
INCREASED7,1067,038+68+1%$890.9K$850.2K-$40.7K2026-10-15
Nations Financial Group Inc,
INCREASED7,1026,478+624+10%$820.0K$809.8K-$10.3K2026-11-05
WealthPoint Financial, LLC
INCREASED7,0956,328+767+12%$801.1K$808.9K+$7.9K2026-11-03
Miramontes Capital, LLC
INCREASED7,0906,754+336+5%$854.9K$808.4K-$46.6K2026-10-19
Mechanics Financial Corp
INCREASED7,0706,894+176+3%$872.6K$806.1K-$66.6K2026-11-05
Capital Square, LLC
INCREASED7,0686,942+126+2%$871.2K$805.9K-$65.3K2026-10-19
MCF Advisors LLC
INCREASED7,0606,762+298+4%$855.9K$804.9K-$51.0K2026-10-28
Madden Securities Corp
DECREASED7,0517,121-70-1%$901.4K$803.9K-$97.5K2026-10-27
Gradient Investments LLC
DECREASED7,0037,504-501-7%$949.9K$798.4K-$151.5K2026-10-08
Smith Thornton Advisors LLC
DECREASED6,9777,000-230%$888.0K$795.4K-$92.6K2026-10-16
BCS Wealth Management
DECREASED6,9487,260-312-4%$919.0K$792.2K-$126.8K2026-11-03
GW Henssler & Associates LTD
INCREASED6,9476,830+117+2%$864.6K$792.1K-$72.5K2026-10-26
Howard Capital Management, LLC
DECREASED6,9166,978-62-1%$883.3K$788.5K-$94.8K2026-10-16
Jmac Enterprises LLC
INCREASED6,9005,000+1,900+38%$632.9K$786.7K+$153.8K2026-10-30
XY Planning Network, Inc.
DECREASED6,8776,905-280%$874.1K$784.0K-$90.1K2026-10-14
Steph & Co
INCREASED6,8696,746+123+2%$853.9K$783.1K-$70.8K2026-10-07
Garrett Wealth Advisory Group, LLC
INCREASED6,8376,308+529+8%$798.5K$779.5K-$19.0K2026-10-22
Eastern Bank
INCREASED6,8296,117+712+12%$774.3K$778.6K+$4.3K2026-10-05
Parkside Financial Bank & Trust
INCREASED6,8166,035+781+13%$763.9K$777.1K+$13.2K2026-10-27
Manchester Capital Management LLC
DECREASED6,7716,868-97-1%$869.4K$772.0K-$97.4K2026-10-22
LVM Capital Management LTD
DECREASED6,7636,941-178-3%$879$771.1K+$770.2K2026-10-20
Gibbs Wealth Management
INCREASED6,7626,212+550+9%$786.3K$771.0K-$15.3K2026-10-22
Gateway Investment Advisers LLC
INCREASED6,7346,189+545+9%$783.4K$767.7K-$15.7K2026-10-13
Financial Security Advisor, Inc.
INCREASED6,7195,575+1,144+21%$705.7K$766.1K+$60.4K2026-11-03
High Point Wealth Management, LLC
INCREASED6,6946,132+562+9%$776.2K$763.1K-$13.0K2026-11-05
Carret Asset Management, LLC
UNCHANGED6,6886,68800%$846.6K$762.5K-$84.1K2026-11-04
Realta Investment Advisors
NEW6,664—+6,664——$759.8K—2026-10-14
Legacy Wealth Asset Management, LLC
INCREASED6,6606,640+20+0%$840.5K$759.3K-$81.2K2026-10-09
Challenger Wealth Management
INCREASED6,6556,554+101+2%$829.6K$758.8K-$70.8K2026-10-30
Adirondack Trust Co
DECREASED6,6476,720-73-1%$850.6K$757.8K-$92.8K2026-10-14
TrueWealth Advisors, LLC
INCREASED6,5886,110+478+8%$773.3K$751.1K-$22.2K2026-10-09
Blake Schutter Theil Wealth Advisors, LLC
INCREASED6,5706,340+230+4%$802.5K$749.0K-$53.4K2026-11-02
Precedent Wealth Partners, LLC
DECREASED6,51021,328-14,818-69%$2.7M$742.2K-$2.0M2026-10-21
BIP Wealth, LLC
DECREASED6,5046,858-354-5%$868.1K$741.5K-$126.6K2026-10-22
Ables, Iannone, Moore & Associates, Inc.
DECREASED6,4826,623-141-2%$838.4K$739.1K-$99.3K2026-10-06
Krilogy Financial LLC
INCREASED6,4602,457+4,003+163%$311.0K$760.3K+$449.2K2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED6,4535,587+866+16%$707.3K$735.8K+$28.6K2026-10-09
Joel Isaacson & Co., LLC
INCREASED6,4486,366+82+1%$805.8K$735.1K-$70.7K2026-11-05
John G Ullman & Associates Inc
UNCHANGED6,4376,43700%$814.8K$733.9K-$80.9K2026-11-04
Essex Bank
UNCHANGED6,4366,43600%$814.7K$733.8K-$80.9K2026-10-16
Alta Advisers Ltd
INCREASED6,3973,000+3,397+113%$379.7K$729.3K+$349.6K2026-11-02
Thrive Wealth Management, LLC
INCREASED6,3616,349+12+0%$803.6K$725.2K-$78.4K2026-10-13
Curated Wealth Partners LLC
NEW6,332—+6,332——$721.9K—2026-10-15
Future Financial Wealth Managment LLC
INCREASED6,3196,291+28+0%$813.2K$720.4K-$92.8K2026-10-15
Westover Capital Advisors, LLC
INCREASED6,3082,991+3,317+111%$378.6K$719.2K+$340.6K2026-10-26
Spinnaker Investment Group, LLC
DECREASED6,2796,304-250%$798.0K$715.9K-$82.1K2026-10-13
First Command Advisory Services, Inc.
INCREASED6,2376,188+49+1%$783.3K$711.1K-$72.2K2026-11-05
Procyon Advisors, LLC
DECREASED6,2256,356-131-2%$804.6K$709.8K-$94.8K2026-10-21
Mcdaniel Terry & Co
UNCHANGED6,2136,21300%$786.4K$708.3K-$78.1K2026-11-05
Zinnia Wealth Advisory, LLC
DECREASED6,1716,304-133-2%$797.9K$703.6K-$94.3K2026-11-06
Finivi Inc.
INCREASED6,1676,121+46+1%$774.9K$703.1K-$71.7K2026-10-13
3Chopt Investment Partners, LLC
DECREASED6,1366,916-780-11%$875.4K$699.6K-$175.9K2026-10-30
Bank of New Hampshire
DECREASED6,1336,179-46-1%$782.1K$699.2K-$82.9K2026-10-06
Avantax Planning Partners, Inc.
DECREASED6,1326,521-389-6%$825.4K$699.1K-$126.2K2026-11-03
Fortem Financial Group, LLC
DECREASED6,1246,829-705-10%$864.4K$698.2K-$166.2K2026-10-20
Moody National Bank Trust Division
UNCHANGED6,1126,11200%$773.7K$696.8K-$76.8K2026-10-06
Diversified Management Inc
NEW6,092—+6,092——$694.5K—2026-10-08
Financial Management Professionals, Inc.
DECREASED6,0886,198-110-2%$784.5K$694.1K-$90.4K2026-10-23
Mitchell Sinkler & Starr
UNCHANGED6,0466,04600%$765.3K$689.3K-$76.0K2026-10-13
Washington Trust Co
DECREASED6,0186,662-644-10%$843.3K$686.1K-$157.2K2026-10-22
Cannon Financial Strategists, Inc.
UNCHANGED5,9895,98900%$758.1K$682.8K-$75.3K2026-10-19
MBA Advisors LLC
INCREASED5,9865,630+356+6%$712.6K$682.5K-$30.2K2026-10-29
Keudell ison Wealth Management
DECREASED5,9836,201-218-4%$784.9K$682.1K-$102.8K2026-10-16
Diligent Investors, LLC
DECREASED5,9806,380-400-6%$807.6K$681.8K-$125.7K2026-10-21
Silverlake Wealth Management LLC
INCREASED5,9655,959+6+0%$754.3K$680.1K-$74.2K2026-10-21
Accurate Wealth Management, LLC
INCREASED5,9335,772+161+3%$724.2K$701.0K-$23.2K2026-10-20
Ironsides Asset Advisors, LLC
INCREASED5,9274,177+1,750+42%$528.8K$675.8K+$147.0K2026-10-20
Trust Point Inc.
DECREASED5,9275,938-110%$751.6K$675.7K-$75.9K2026-10-27
Radnor Capital Management, LLC
UNCHANGED5,9265,92600%$750.1K$675.6K-$74.5K2026-10-23
BayBridge Capital Group, LLC
INCREASED5,9214,537+1,384+31%$574.4K$675.0K+$100.6K2026-10-13
Almanack Investment Partners, Llc.
INCREASED5,9065,827+79+1%$737.6K$673.4K-$64.2K2026-11-03
Cross Staff Investments Inc
UNCHANGED5,8865,88600%$745.1K$671.1K-$74.0K2026-10-22
Busey Bank
INCREASED5,8784,999+879+18%$632.8K$670.2K+$37.4K2026-10-26
High Net Worth Advisory Group LLC
INCREASED5,8525,827+25+0%$737.7K$667.3K-$70.4K2026-10-26
Visionary Horizons, LLC
INCREASED5,8465,387+459+9%$681.9K$666.5K-$15.4K2026-10-22
Bill Few Associates, Inc.
INCREASED5,8225,657+165+3%$716.1K$663.8K-$52.3K2026-10-09
Register Financial Advisors LLC
INCREASED5,7985,784+14+0%$732.2K$661.0K-$71.2K2026-10-23
Independence Bank of Kentucky
INCREASED5,7815,532+249+5%$700.2K$659.1K-$41.1K2026-10-26
Finward Bancorp
DECREASED5,7795,894-115-2%$746.1K$658.9K-$87.2K2026-10-14
Sapient Capital LLC
DECREASED5,7645,790-260%$732.9K$657.2K-$75.7K2026-10-08
Castleview Partners, LLC
INCREASED5,7614,852+909+19%$614.3K$656.8K+$42.5K2026-10-09
Golden State Wealth Management, LLC
DECREASED5,7565,872-116-2%$743.4K$656.3K-$87.0K2026-11-02
Probity Advisors, Inc.
INCREASED5,7244,869+855+18%$616.3K$652.5K+$36.2K2026-10-23
Guyasuta Investment Advisors Inc
INCREASED5,7205,351+369+7%$677.3K$652.1K-$25.2K2026-10-15
OpenArc Corporate Advisory, LLC
INCREASED5,7145,103+611+12%$646.0K$651.4K+$5.5K2026-10-21
NWF Advisory Services Inc.
DECREASED5,7076,023-316-5%$762.4K$650.7K-$111.6K2026-10-19
Kuhn & Co Investment Counsel
INCREASED5,7075,696+11+0%$721.0K$650.7K-$70.3K2026-10-29
R Squared Ltd
NEW5,704—+5,704——$650.3K—2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED5,6815,935-254-4%$751.3K$647.8K-$103.5K2026-10-14
Armstrong Advisory Group, Inc
DECREASED5,6736,275-602-10%$794.3K$646.7K-$147.6K2026-10-09
SBI Securities Co., Ltd.
INCREASED5,6705,061+609+12%$640.6K$646.4K+$5.8K2026-10-22
Univest Financial Corp
INCREASED5,6684,678+990+21%$592.1K$646.2K+$54.1K2026-11-05
LexAurum Advisors, LLC
INCREASED5,6613,584+2,077+58%$453.7K$645.4K+$191.7K2026-10-19
Thayer Financial, L.L.C.
INCREASED5,6344,582+1,052+23%$580.1K$640.8K+$60.7K2026-10-21
Tannin Capital LLC
DECREASED5,6266,215-589-9%$786.7K$641.4K-$145.3K2026-11-05
Uptick Partners, LLC
DECREASED5,5686,199-631-10%$784.7K$634.8K-$149.8K2026-11-04
WealthPlan Investment Management, LLC
DECREASED5,5245,581-57-1%$706.4K$629.8K-$76.7K2026-10-15
Kassira Wealth Management LLC
INCREASED5,5195,442+77+1%$688.8K$629.2K-$59.6K2026-10-28
Nikulski Financial, Inc.
INCREASED5,5164,391+1,125+26%$555.8K$628.9K+$73.1K2026-11-06
BAR Harbor Wealth Management
DECREASED5,5125,628-116-2%$712.4K$628.4K-$84.0K2026-10-21
E&G Advisors, LLC
UNCHANGED5,5095,50900%$697.3K$628.1K-$69.2K2026-10-13
First Financial Bank - Trust Division
DECREASED5,4955,579-84-2%$706.2K$626.5K-$79.7K2026-10-01
Legacy Trust
INCREASED5,4252,697+2,728+101%$341.4K$691.1K+$349.7K2026-11-06
Blackston Financial Advisory Group, LLC
INCREASED5,4232,835+2,588+91%$358.8K$618.3K+$259.5K2026-11-04
Douglas Lane & Associates, LLC
DECREASED5,4215,820-399-7%$736.7K$618.0K-$118.6K2026-10-09
71 West Capital Partners
DECREASED5,4175,933-516-9%$751.0K$617.6K-$133.4K2026-11-04
Live Oak Investment Partners
DECREASED5,4175,418-10%$685.8K$617.6K-$68.2K2026-10-23
JFS Wealth Advisors, LLC
DECREASED5,4145,928-514-9%$750.3K$617.3K-$133.1K2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED5,3295,330-10%$674.7K$607.6K-$67.1K2026-11-02
Cordatus Wealth Management LLC
DECREASED5,3095,357-48-1%$677.9K$605.2K-$72.7K2026-10-19
Wilkins Investment Counsel Inc
UNCHANGED5,3095,30900%$672.0K$605.3K-$66.7K2026-11-03
Decker Wealth Management LLC
DECREASED5,2765,476-200-4%$693.2K$601.5K-$91.6K2026-10-09
Aspen Investment Management Inc
INCREASED5,2725,222+50+1%$661$601.0K+$600.3K2026-11-05
Firethorn Wealth Partners, LLC
INCREASED5,2605,203+57+1%$658.6K$599.7K-$58.9K2026-10-14
Retirement Planning Co of New England, Inc.
INCREASED5,2335,216+17+0%$660.3K$596.6K-$63.6K2026-10-15
Premier Path Wealth Partners, LLC
DECREASED5,2285,745-517-9%$727.2K$596.0K-$131.2K2026-10-16
Rossby Financial, LCC
INCREASED5,2112,955+2,256+76%$374.0K$594.1K+$220.1K2026-11-05
St. Louis Trust Co
UNCHANGED5,2075,20700%$1.1M$593.7K-$555.3K2026-11-03
Latitude Advisors, LLC
INCREASED5,1465,139+7+0%$650.5K$586.6K-$63.8K2026-10-27
Personal CFO Solutions, LLC
DECREASED5,1385,929-791-13%$750.5K$585.8K-$164.7K2026-11-06
Waters Parkerson & Co., LLC
DECREASED5,1356,022-887-15%$762.2K$585.4K-$176.8K2026-11-04
Burney Co/
DECREASED5,1215,229-108-2%$661.9K$583.8K-$78.0K2026-10-15
XML Financial, LLC
INCREASED5,1115,002+109+2%$633.2K$582.7K-$50.4K2026-10-29
Cypress Wealth Services, LLC
DECREASED5,1015,209-108-2%$659.3K$590.0K-$69.3K2026-10-21
Hendershot Investments Inc.
DECREASED5,0875,153-66-1%$652.2K$579.9K-$72.3K2026-11-05
Uhlmann Price Securities, LLC
DECREASED5,0565,067-110%$641.4K$576.4K-$64.9K2026-11-03
Walker Asset Management, LLC
INCREASED5,0485,009+39+1%$634.0K$575.5K-$58.5K2026-10-13
Kathmere Capital Management, LLC
DECREASED5,0065,070-64-1%$641.8K$570.7K-$71.0K2026-10-20
Smith Chas P & Associates PA Cpas
INCREASED4,9814,625+356+8%$585.4K$605.1K+$19.6K2026-10-22
SeaCrest Wealth Management, LLC
INCREASED4,9684,690+278+6%$593.7K$566.4K-$27.3K2026-10-21
Avestar Capital, LLC
DECREASED4,9555,632-677-12%$712.9K$564.9K-$147.9K2026-10-28
Supplemental Annuity Collective Trust of NJ
DECREASED4,9335,000-67-1%$632.9K$562.4K-$70.5K2026-11-02
PDS Planning, Inc
INCREASED4,9314,530+401+9%$573.4K$562.2K-$11.2K2026-11-03
Greatmark Investment Partners, Inc.
INCREASED4,9294,721+208+4%$597.6K$562.0K-$35.6K2026-10-28
Hudock, Inc.
DECREASED4,9004,983-83-2%$630.8K$558.7K-$72.1K2026-10-14
RDA Financial Network
DECREASED4,8985,815-917-16%$736.0K$558.4K-$177.6K2026-10-15
Integrity Advisory Solutions, LLC
INCREASED4,8463,001+1,845+61%$379.9K$552.5K+$172.6K2026-10-29
NBH Bank
INCREASED4,8274,746+81+2%$600.7K$550.3K-$50.4K2026-11-05
Southland Equity Partners LLC
INCREASED4,8184,815+3+0%$609.4K$549.3K-$60.2K2026-10-14
Wolff Financial Management LLC
UNCHANGED4,8104,81000%$608.9K$548.4K-$60.5K2026-10-23
Forum Financial Management, LP
INCREASED4,7964,728+68+1%$598.5K$546.8K-$51.7K2026-10-16
Saxony Capital Management, LLC
INCREASED4,7834,171+612+15%$527.9K$545.3K+$17.4K2026-10-15
Insight Wealth Partners, LLC
DECREASED4,7634,813-50-1%$609.2K$543.0K-$66.2K2026-10-26
Blue Fin Capital, Inc.
DECREASED4,7504,786-36-1%$605.9K$541.6K-$64.3K2026-10-28
Earned Wealth Advisors, LLC
INCREASED4,7484,168+580+14%$527.6K$541.3K+$13.8K2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
DECREASED4,7324,788-56-1%$606.1K$539.5K-$66.6K2026-10-23
Investment Advisory Services Inc
DECREASED4,7254,769-44-1%$603.7K$538.7K-$65.0K2026-10-27
Allen Mooney & Barnes Investment Advisors LLC
DECREASED4,7174,742-25-1%$600.2K$537.8K-$62.4K2026-10-08
Peak Financial Advisors LLC
INCREASED4,7124,073+639+16%$515.5K$537.2K+$21.7K2026-10-28
Costello Asset Management, Inc
DECREASED4,6975,196-499-10%$657.7K$535.5K-$122.2K2026-10-30
Pettinga Financial Advisors LLC
DECREASED4,6914,728-37-1%$598.5K$534.8K-$63.7K2026-10-13
Interchange Capital Partners, LLC
DECREASED4,6764,847-171-4%$613.5K$533.1K-$80.4K2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED4,6724,695-230%$594.3K$532.7K-$61.6K2026-10-05
United Advisor Group, LLC
INCREASED4,6673,428+1,239+36%$433.9K$532.1K+$98.2K2026-11-03
Highland Capital Management, LLC
DECREASED4,66241,647-36,985-89%$5.3M$531.5K-$4.7M2026-10-26
Schear Investment Advisers, LLC
NEW4,625—+4,625——$527.3K—2026-10-14
Tempo Wealth, LLC
INCREASED4,6252,994+1,631+54%$379.0K$527.3K+$148.3K2026-10-14
Code Waechter LLC
INCREASED4,6214,601+20+0%$582.4K$526.9K-$55.5K2026-10-23
SeaBridge Investment Advisors LLC
NEW4,617—+4,617——$526.4K—2026-11-02
Level Wealth Management LLC
INCREASED4,6034,599+4+0%$582.1K$524.8K-$57.4K2026-10-23
Marathon Strategic Advisors, LLC
DECREASED4,5994,666-67-1%$590.6K$524.4K-$66.3K2026-10-20
Lord & Richards Wealth Management, LLC
NEW4,575—+4,575——$521.6K—2026-10-14
Salvus Wealth Management, LLC
INCREASED4,5683,691+877+24%$467.2K$520.8K+$53.6K2026-10-13
Asset Advisors Investment Management, LLC
INCREASED4,5014,327+174+4%$547.7K$513.2K-$34.6K2026-10-19
Beacon Capital Management, LLC
DECREASED4,4794,555-76-2%$576.6K$510.7K-$65.9K2026-10-23
Argus Investors' Counsel, Inc.
UNCHANGED4,4484,44800%$563.0K$507.1K-$55.9K2026-10-09
SAX Wealth Advisors, LLC
INCREASED4,4413,861+580+15%$505.6K$506.4K+$7542026-10-13
Intrua Financial, LLC
DECREASED4,4404,589-149-3%$580.9K$506.2K-$74.6K2026-10-28
Focused Wealth Management, Inc
INCREASED4,4304,386+44+1%$555.1K$505.1K-$50.0K2026-10-30
Calamos Wealth Management LLC
INCREASED4,4254,416+9+0%$559.0K$504.5K-$54.5K2026-11-02
Flagship Harbor Advisors, LLC
INCREASED4,4214,229+192+5%$535.3K$504.0K-$31.3K2026-10-26
Princeton Capital Management LLC
DECREASED4,3564,619-263-6%$584.6K$496.6K-$88.0K2026-10-27
Towne Trust Company, N.a
INCREASED4,3311,931+2,400+124%$244.4K$493.8K+$249.4K2026-10-28
Partners Wealth Management, LLC
INCREASED4,3231,994+2,329+117%$252.4K$492.9K+$240.5K2026-10-28
Avior Wealth Management, LLC
INCREASED4,2943,361+933+28%$425.5K$489.6K+$64.1K2026-10-13
NBT Bank, N.A.
DECREASED4,2754,285-100%$542.4K$487.4K-$55.0K2026-10-21
Hummer Financial Advisory Services Inc
DECREASED4,2744,474-200-4%$566.3K$487.3K-$79.0K2026-10-09
First Heartland Consultants, Inc.
INCREASED4,2703,312+958+29%$419.3K$486.9K+$67.6K2026-10-08
W.H. Cornerstone Investments Inc.
INCREASED4,2454,167+78+2%$527.4K$484.0K-$43.5K2026-11-03
Brucke Financial, Inc.
DECREASED4,2324,249-170%$537.9K$482.5K-$55.4K2026-10-23
D.B. Root & Company, LLC
INCREASED4,2264,195+31+1%$531.1K$481.9K-$49.2K2026-11-04
Raab & Moskowitz Asset Management LLC
UNCHANGED4,2134,21300%$533.3K$480.4K-$53.0K2026-11-02
Allegheny Financial Group
INCREASED4,2034,048+155+4%$512.4K$479.2K-$33.2K2026-11-05
Meridian Investment Counsel Inc.
UNCHANGED4,1904,19000%$530.4K$477.7K-$52.7K2026-10-14
Diversified Enterprises, LLC
INCREASED4,1853,462+723+21%$438.2K$477.1K+$38.9K2026-10-19
Investment Partners Asset Management, Inc.
INCREASED4,1854,178+7+0%$528.9K$477.1K-$51.7K2026-10-09
Oakworth Capital, Inc.
INCREASED4,1844,162+22+1%$526.3K$477.0K-$49.3K2026-10-26
International Private Wealth Advisors LLC
NEW4,174—+4,174——$475.9K—2026-11-05
Allegiance Financial Group Advisory Services LLC
INCREASED4,1672,664+1,503+56%$337.3K$475.1K+$137.8K2026-11-02
BXM Wealth LLC
INCREASED4,1654,065+100+2%$514.5K$474.9K-$39.7K2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED4,1533,578+575+16%$452.9K$473.5K+$20.6K2026-11-05
Alliance Wealth Advisors, LLC
DECREASED4,1504,181-31-1%$529.2K$473.1K-$56.1K2026-10-28
1900 Wealth Management LLC
INCREASED4,1433,062+1,081+35%$387.6K$472.4K+$84.8K2026-10-13
Atlas Wealth Partners, LLC
INCREASED4,1323,957+175+4%$500.9K$471.1K-$29.8K2026-11-03
Uncommon Cents Investing Inc
INCREASED4,1293,974+155+4%$503.0K$470.7K-$32.3K2026-10-20
Marathon Capital Management
INCREASED4,1124,110+2+0%$520.2K$468.8K-$51.4K2026-10-23
Associated Banc-Corp
INCREASED4,0884,080+8+0%$516.4K$466.1K-$50.4K2026-10-30
Alpha Zero LLC
DECREASED4,0804,521-441-10%$570.1K$465.2K-$105.0K2026-11-06
McCollum Christoferson Group LLC
UNCHANGED4,0794,07900%$516.3K$465.0K-$51.3K2026-10-13
WBH Advisory Inc
INCREASED4,0783,596+482+13%$455.1K$464.9K+$9.8K2026-11-05
Community Financial Services Group, LLC
DECREASED4,0734,173-100-2%$524.8K$463.3K-$61.6K2026-10-15
Capital Management Associates, Inc
DECREASED4,0664,087-21-1%$517.3K$463.6K-$53.8K2026-10-20
Affinity Capital Advisors, LLC
INCREASED4,0651,991+2,074+104%$250.8K$474.2K+$223.4K2026-10-13
Carolina Wealth Management Inc
INCREASED4,0594,050+9+0%$512.6K$462.8K-$49.8K2026-10-29
Pinnacle Wealth Management Group, Inc.
UNCHANGED4,0484,04800%$512.4K$461.5K-$50.9K2026-10-15
Old Port Advisors
DECREASED4,0414,196-155-4%$531.2K$460.7K-$70.4K2026-10-23
Terril Brothers, Inc.
INCREASED4,0342,564+1,470+57%$324.6K$459.9K+$135.4K2026-11-06
First Nebraska Trust Co
INCREASED4,0103,920+90+2%$496.2K$457.2K-$39.0K2026-10-30
T3 Companies, LLC
NEW4,000—+4,000——$456.0K—2026-10-22
Versant Capital Management, Inc
DECREASED3,9904,340-350-8%$549.4K$454.9K-$94.5K2026-10-02
Verum Partners LLC
DECREASED3,9904,182-192-5%$529.4K$454.9K-$74.4K2026-10-21
John Boyer, Inc.
INCREASED3,9883,953+35+1%$500.3K$454.7K-$45.5K2026-10-27
Hamilton Point Investment Advisors, LLC
INCREASED3,9862,531+1,455+57%$320.4K$454.4K+$134.1K2026-11-03
Websterrogers Financial Advisors, LLC
UNCHANGED3,9673,96700%$502.1K$452.3K-$49.9K2026-11-02
Koshinski Asset Management, Inc.
INCREASED3,9633,864+99+3%$489.1K$451.8K-$37.3K2026-10-29
LeConte Wealth Management, LLC
INCREASED3,9623,921+41+1%$496.3K$451.7K-$44.6K2026-10-20
Lantern Wealth Advisors, LLC
INCREASED3,9623,959+3+0%$501.1K$451.7K-$49.4K2026-10-22
Connecticut Wealth Management, LLC
INCREASED3,9553,889+66+2%$492.3K$450.9K-$41.4K2026-10-13
PFG Advisors
DECREASED3,9424,135-193-5%$523.4K$449.4K-$74.0K2026-10-16
Beacon Wealthcare LLC
INCREASED3,9391,757+2,182+124%$222.5K$449.1K+$226.7K2026-10-02
Breakwater Capital Group
DECREASED3,9374,044-107-3%$511.9K$448.9K-$63.0K2026-10-09
Traphagen Investment Advisors LLC
INCREASED3,9363,916+20+1%$495.7K$448.7K-$47.0K2026-10-14
Meadowbrook Wealth Management, LLC
DECREASED3,9114,436-525-12%$557.9K$445.9K-$112.0K2026-10-08
Salomon & Ludwin, LLC
DECREASED3,9094,168-259-6%$524.2K$445.7K-$78.5K2026-10-29
AM Investment Strategies LLC
DECREASED3,9034,055-152-4%$513$445.0K+$444.5K2026-11-05
CMG Global Holdings, LLC
DECREASED3,9003,910-100%$494.9K$444.6K-$50.3K2026-10-14
Washington Capital Management, Inc
DECREASED3,8954,595-700-15%$581.6K$444.1K-$137.6K2026-10-19
Titleist Asset Management, LLC
INCREASED3,8883,579+309+9%$453.3K$443.3K-$10.0K2026-10-08
Fulton Breakefield Broenniman LLC
UNCHANGED3,8843,88400%$491.7K$442.8K-$48.8K2026-11-03
Agate Pass Investment Management, LLC
DECREASED3,8703,989-119-3%$504.9K$441.2K-$63.7K2026-10-20
Garner Asset Management Corp
INCREASED3,8683,791+77+2%$479.8K$481.3K+$1.5K2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED3,8303,868-38-1%$489.6K$436.7K-$52.9K2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED3,8303,827+3+0%$484.5K$436.7K-$47.8K2026-10-16
Patton Albertson Miller Group, LLC
DECREASED3,8093,968-159-4%$502.3K$434.3K-$68.0K2026-10-26
Mindset Wealth Management, LLC
UNCHANGED3,8053,80500%$481.7K$433.8K-$47.8K2026-10-19
Cooper Financial Group
INCREASED3,7953,392+403+12%$429.3K$432.6K+$3.3K2026-10-07
Beese Fulmer Investment Management, Inc.
DECREASED3,7943,849-55-1%$487.3K$432.5K-$54.8K2026-10-23
Global Assets Advisory, LLC
INCREASED3,7923,616+176+5%$454.9K$431.8K-$23.1K2026-10-28
Wendell David Associates Inc
UNCHANGED3,7903,79000%$480.0K$432.0K-$48.0K2026-10-27
First Financial Group Corp
DECREASED3,7863,832-46-1%$485.2K$431.7K-$53.4K2026-10-22
Reynders McVeigh Capital Management, LLC
DECREASED3,7853,877-92-2%$491.0K$431.5K-$59.5K2026-10-30
Arbor Investment Advisors, LLC
DECREASED3,77312,647-8,874-70%$1.6M$430.2K-$1.2M2026-10-26
Sovran Advisors, LLC
INCREASED3,7703,603+167+5%$465.7K$474.6K+$8.9K2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED3,7673,617+150+4%$457.9K$429.4K-$28.4K2026-10-19
Childress Capital Advisors, LLC
DECREASED3,7574,491-734-16%$568.4K$428.3K-$140.1K2026-10-28
Yankcom Partnership
INCREASED3,7523,522+230+7%$445.8K$427.8K-$18.1K2026-10-15
Mayfair Advisory Group, LLC
DECREASED3,7484,108-360-9%$536.2K$427.3K-$108.9K2026-10-20
tru Independence LLC
INCREASED3,7391,945+1,794+92%$246.2K$426.3K+$180.0K2026-10-20
Lake Street Private Wealth, LLC
UNCHANGED3,7373,73700%$473.0K$426.1K-$47.0K2026-10-22
Trueblood Wealth Management, LLC
DECREASED3,7363,813-77-2%$482.6K$425.9K-$56.7K2026-10-23
Summit Asset Management, LLC
INCREASED3,7123,477+235+7%$440.1K$423.2K-$16.9K2026-11-05
Stanley-Laman Group, Ltd.
UNCHANGED3,6603,66000%$463.3K$417.3K-$46.0K2026-10-20
Chapin Davis, Inc.
INCREASED3,6513,446+205+6%$436.2K$416.3K-$19.9K2026-10-09
Absher Wealth Management, LLC
UNCHANGED3,6483,64800%$461.8K$415.9K-$45.9K2026-11-02
Secure Asset Management, LLC
INCREASED3,6253,414+211+6%$432.2K$413.3K-$18.9K2026-10-19
Quad-Cities Investment Group, LLC
INCREASED3,6253,616+9+0%$457.7K$413.3K-$44.4K2026-10-16
Grey Ledge Advisors, LLC
INCREASED3,6243,494+130+4%$442.3K$413.2K-$29.1K2026-11-02
Curbstone Financial Management Corp
INCREASED3,6223,522+100+3%$445.8K$412.9K-$32.9K2026-10-21
True Private Wealth Advisors
INCREASED3,5933,522+71+2%$445.9K$409.7K-$36.2K2026-10-19
Financial Futures Ltd Liability Co.
DECREASED3,5913,594-30%$454.9K$409.4K-$45.5K2026-10-13
Investors Asset Management of Georgia Inc
UNCHANGED3,5863,58600%$453.9K$408.8K-$45.1K2026-10-20
First Merchants Corp
INCREASED3,5653,559+6+0%$450.5K$406.4K-$44.1K2026-10-15
Fulcrum Equity Management
DECREASED3,5593,998-439-11%$506.1K$405.7K-$100.3K2026-10-21
Fiduciary Financial Group, LLC
INCREASED3,5473,427+120+4%$433.8K$404.4K-$29.4K2026-10-13
Harold Davidson & Associates Inc.
DECREASED3,5363,624-88-2%$458.8K$403.1K-$55.6K2026-10-29
Brandywine OAK Private Wealth LLC
INCREASED3,5293,411+118+3%$431.8K$402.3K-$29.5K2026-10-23
Pflug Koory, LLC
INCREASED3,5222,868+654+23%$363.0K$401.5K+$38.5K2026-10-26
Grove Bank & Trust
INCREASED3,5173,342+175+5%$423.0K$401.0K-$22.1K2026-10-08
Bestgate Wealth Advisors, LLC
INCREASED3,5082,682+826+31%$339.5K$400.0K+$60.4K2026-10-13
Victory Financial Group, LLC
INCREASED3,5073,108+399+13%$393.4K$399.8K+$6.4K2026-10-27
Genesis Private Wealth, LLC
DECREASED3,5063,516-100%$445.1K$399.7K-$45.3K2026-11-02
Westhampton Capital, LLC
UNCHANGED3,5033,50300%$443.4K$399.4K-$44.0K2026-10-30
Wright Investors Service Inc
INCREASED3,4793,455+24+1%$437.3K$396.6K-$40.7K2026-11-02
Asset Planning,Inc
INCREASED3,4663,460+6+0%$437.9K$395.1K-$42.8K2026-10-26
North Star Investment Management Corp.
DECREASED3,4623,502-40-1%$443.3K$394.7K-$48.6K2026-10-27
Onyx Bridge Wealth Group LLC
DECREASED3,4493,459-100%$437.9K$393.2K-$44.6K2026-10-16
CRA Financial Services, LLC
DECREASED3,4433,488-45-1%$441.5K$392.6K-$48.9K2026-10-16
Barlow Wealth Partners, LLC
UNCHANGED3,4383,43800%$435.9K$397.6K-$38.3K2026-10-15
Duncker Streett & Co Inc
UNCHANGED3,4333,43300%$434.5K$391.4K-$43.2K2026-10-27
Foster Group, Inc.
DECREASED3,4253,951-526-13%$500.1K$390.5K-$109.6K2026-10-13
Linden Thomas Advisory Services, LLC
NEW3,403—+3,403——$388.0K—2026-10-19
Curran Financial Partners, LLC
NEW3,391—+3,391——$386.6K—2026-11-04
Provenance Wealth Advisors, LLC
INCREASED3,382181+3,201+1769%$22.9K$385.6K+$362.7K2026-10-30
Verus Financial Partners, Inc.
INCREASED3,3783,221+157+5%$407.7K$385.2K-$22.5K2026-10-29
Charles Schwab Trust Co
INCREASED3,3683,111+257+8%$393.8K$384.0K-$9.8K2026-10-15
BKM Wealth Management, LLC
INCREASED3,3522,811+541+19%$355.9K$382.2K+$26.3K2026-10-22
Mattern Wealth Management LLC
UNCHANGED3,3183,31800%$420.0K$378.3K-$41.7K2026-11-04
Seven Hills Financial, LLC
NEW3,309—+3,309——$377.3K—2026-10-13
Anchyra Partners LLC
DECREASED3,2983,495-197-6%$442.4K$376.0K-$66.4K2026-10-13
Pinnacle Bancorp, Inc.
INCREASED3,2923,056+236+8%$386.8K$375.3K-$11.5K2026-10-21
Revolve Wealth Partners, LLC
DECREASED3,2913,389-98-3%$429.0K$375.2K-$53.8K2026-10-23
Clifford Swan Investment Counsel LLC
UNCHANGED3,2743,27400%$414.4K$373.3K-$41.2K2026-11-05
First Business Financial Services, Inc.
DECREASED3,2733,321-48-1%$420.4K$373.2K-$47.2K2026-10-29
Financial Symmetry Inc
INCREASED3,2662,940+326+11%$372.1K$372.3K+$2452026-10-06
Marotta Asset Management
DECREASED3,2663,465-199-6%$435.8K$372.4K-$63.4K2026-10-02
JB Capital LLC
INCREASED3,2493,097+152+5%$392.0K$370.5K-$21.6K2026-10-19
Conning Inc.
DECREASED3,2443,286-42-1%$415.9K$369.8K-$46.1K2026-10-27
Timonier Family Office, Ltd.
INCREASED3,2443,242+2+0%$410.4K$369.8K-$40.6K2026-11-03
Fairvoy Private Wealth, LLC
INCREASED3,2423,236+6+0%$409.6K$369.6K-$40.0K2026-10-19
Sawgrass Asset Management LLC
DECREASED3,2413,422-181-5%$433.2K$369.5K-$63.7K2026-11-03
Norris Perne & French LLP
INCREASED3,2392,444+795+33%$309.4K$369.3K+$59.9K2026-10-23
Baker Boyer National Bank
UNCHANGED3,2333,23300%$409.2K$368.6K-$40.6K2026-11-05
Approach Retirement Advisors, LLC
DECREASED3,2323,369-137-4%$426.5K$368.5K-$58.0K2026-10-22
Portfolio Design Labs, LLC
INCREASED3,2143,143+71+2%$397.8K$366.4K-$31.4K2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED3,2054,117-912-22%$521.2K$365.5K-$155.7K2026-10-20
Elmwood Wealth Management, Inc.
DECREASED3,2013,238-37-1%$409.9K$364.9K-$45.0K2026-10-14
Keystone Wealth Services, LLC
NEW3,195—+3,195——$364.9K—2026-11-03
Spire Wealth Management
DECREASED3,1883,609-421-12%$456.9K$363.4K-$93.5K2026-10-30
Triad Wealth Partners, LLC
DECREASED3,1873,610-423-12%$448.7K$363.4K-$85.3K2026-10-26
Virtue Capital Management, LLC
INCREASED3,1813,106+75+2%$393.2K$362.7K-$30.5K2026-10-29
KPP Advisory Services LLC
DECREASED3,1724,376-1,204-28%$553.9K$361.6K-$192.3K2026-10-26
Perpetual Ltd
DECREASED3,1713,554-383-11%$449.9K$361.5K-$88.3K2026-10-13
CWS Financial Advisors, LLC
DECREASED3,1713,240-69-2%$410.1K$361.6K-$48.5K2026-10-16
Griffin Asset Management, Inc.
INCREASED3,1683,156+12+0%$399.5K$361.2K-$38.3K2026-10-22
Facet Wealth, Inc.
DECREASED3,1643,297-133-4%$417.3K$360.7K-$56.6K2026-11-04
Chiron Capital Management, LLC
INCREASED3,1552,622+533+20%$331.9K$359.6K+$27.8K2026-10-15
Cascade Investment Group, Inc.
INCREASED3,1543,099+55+2%$392.3K$359.6K-$32.7K2026-10-13
Fiscal Wisdom Wealth Management, LLC
INCREASED3,1372,177+960+44%$275.6K$357.7K+$82.1K2026-10-16
Peachtree Investment Partners, LLC
INCREASED3,1272,980+147+5%$377.2K$356.5K-$20.7K2026-11-05
Collaborative Fund Advisors, LLC
INCREASED3,0972,723+374+14%$344.7K$353.1K+$8.4K2026-11-02
Eagle Strategies LLC
INCREASED3,0931,935+1,158+60%$244.9K$352.6K+$107.7K2026-10-16
Traynor Capital Management, Inc.
INCREASED3,0622,457+605+25%$311.0K$349.1K+$38.1K2026-10-29
Accel Wealth Management
DECREASED3,0623,303-241-7%$418.1K$349.1K-$69.0K2026-10-13
Mainsail Asset Management, LLC
INCREASED3,0602,665+395+15%$333.1K$353.9K+$20.8K2026-10-14
Aurora Private Wealth, Inc.
NEW3,053—+3,053——$348.0K—2026-10-20
Xcel Wealth Management, LLC
DECREASED3,0483,066-18-1%$388.1K$347.5K-$40.6K2026-10-26
Exchange Bank
UNCHANGED3,0453,04500%$385.4K$347.2K-$38.3K2026-10-07
Patriot Investment Management Group, Inc.
UNCHANGED3,0263,02600%$383.0K$345.0K-$38.0K2026-10-15
Goldstein Advisors, LLC
INCREASED3,0212,801+220+8%$354.6K$344.4K-$10.1K2026-10-15
West Paces Advisors Inc.
DECREASED3,0133,088-75-2%$390.9K$343.5K-$47.4K2026-10-13
Novem Group
INCREASED3,0113,005+6+0%$380.4K$343.3K-$37.2K2026-10-19
Rosenberg Matthew Hamilton
DECREASED3,0093,100-91-3%$392.4K$343.0K-$49.3K2026-10-05
SmartHarvest Portfolios, LLC
DECREASED3,0063,916-910-23%$495.7K$342.7K-$153.0K2026-10-26
Means Investment Co., Inc.
INCREASED3,0062,997+9+0%$379.4K$342.7K-$36.6K2026-11-03
Walter Public Investments Inc.
UNCHANGED3,0003,00000%$379.7K$342.0K-$37.7K2026-11-05
Boston Trust Walden Corp
INCREASED2,9922,984+8+0%$377.7K$341.1K-$36.6K2026-10-30
Texas Bank & Trust Co
DECREASED2,9913,038-47-2%$384.6K$341.0K-$43.5K2026-11-04
Greg Jennings, LLC
NEW2,987—+2,987——$340.5K—2026-10-19
Signature Equity Partners, LLC
INCREASED2,9812,702+279+10%$342.1K$339.8K-$2.2K2026-10-29
Bryn Mawr Trust Advisors, LLC
DECREASED2,9743,348-374-11%$423.8K$339.0K-$84.8K2026-11-04
Fagan Associates, Inc.
UNCHANGED2,9702,97000%$375.9K$338.6K-$37.3K2026-10-13
Uniting Wealth Partners, LLC
INCREASED2,9682,837+131+5%$359.1K$338.3K-$20.8K2026-11-06
William B. Walkup & Associates, Inc.
DECREASED2,9633,137-174-6%$397.1K$337.8K-$59.3K2026-11-05
Sigma Investment Counselors Inc
INCREASED2,9322,550+382+15%$322.8K$334.3K+$11.5K2026-10-27
SpringVest Wealth Management LLC
INCREASED2,9292,699+230+9%$341.6K$334.0K-$7.6K2026-10-27
Ellis Investment Partners, LLC
INCREASED2,9292,887+42+1%$365.5K$334.0K-$31.5K2026-10-21
Cpwa, LLC
INCREASED2,9252,770+155+6%$350.6K$344.3K-$6.3K2026-11-04
Benin Management Corp
UNCHANGED2,9182,91800%$369.4K$332.7K-$36.7K2026-10-22
Guinness Asset Management LTD
INCREASED2,9152,442+473+19%$309.1K$332.3K+$23.2K2026-11-05
Winthrop Advisory Group LLC
INCREASED2,8992,613+286+11%$330.7K$330.6K-$1512026-10-22
Market Street Wealth Management Advisors LLC
DECREASED2,8992,900-10%$367.1K$330.5K-$36.6K2026-10-09
Baron Wealth Management LLC
DECREASED2,8893,507-618-18%$444.0K$329.4K-$114.5K2026-10-27
Acorn Financial Advisory Services Inc
UNCHANGED2,8852,88500%$365.1K$329.0K-$36.2K2026-11-02
Shayne & Jacobs, LLC
UNCHANGED2,8822,88200%$364.8K$328.6K-$36.2K2026-10-21
VAN Strum & Towne Inc.
UNCHANGED2,8752,87500%$363.9K$327.8K-$36.1K2026-11-06
Southern Financial Group, LLC
INCREASED2,8582,848+10+0%$360.6K$325.9K-$34.7K2026-10-30
Holcombe Financial, Inc.
UNCHANGED2,8532,85300%$361.1K$325.3K-$35.9K2026-10-16
Centurion Wealth Management LLC
INCREASED2,8522,759+93+3%$349.2K$325.2K-$24.0K2026-10-13
Kestra Investment Management, LLC
INCREASED2,8452,288+557+24%$289.6K$324.3K+$34.7K2026-11-04
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED2,8452,84500%$360.1K$324.4K-$35.8K2026-10-27
Sather Financial Group Inc
DECREASED2,8342,862-28-1%$362.3K$323.1K-$39.2K2026-10-30
Howard Financial Services, Ltd.
DECREASED2,8292,901-72-2%$367.2K$322.5K-$44.7K2026-10-15
May Hill Capital, LLC
DECREASED2,8223,430-608-18%$434.1K$321.7K-$112.4K2026-11-03
Vista Investment Partners II, LLC
DECREASED2,8193,793-974-26%$480.1K$321.4K-$158.7K2026-10-15
Wealthcare Capital Partners, LLC
INCREASED2,8172,748+69+3%$347.8K$321.2K-$26.6K2026-10-21
J. Team Financial, Inc.
INCREASED2,8042,387+417+17%$302.2K$319.7K+$17.5K2026-11-03
Intergy Private Wealth, LLC
DECREASED2,8032,858-55-2%$361.8K$319.6K-$42.2K2026-10-16
Pioneer Trust Bank N A
UNCHANGED2,8002,80000%$354.4K$319.2K-$35.2K2026-11-06
Union Savings Bank
UNCHANGED2,7942,79400%$353.7K$318.5K-$35.1K2026-10-14
First Citizens Financial Corp
UNCHANGED2,7892,78900%$353.0K$318.0K-$35.1K2026-10-02
SteelPeak Wealth, LLC
DECREASED2,7743,011-237-8%$381.2K$316.3K-$64.9K2026-10-16
Alpine Bank Wealth Management
DECREASED2,7742,788-140%$352.9K$316.3K-$36.6K2026-10-16
Teza Capital Management LLC
NEW2,772—+2,772——$316.0K—2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED2,7692,778-90%$351.6K$315.7K-$36.0K2026-10-14
Grant Private Wealth Management Inc
DECREASED2,7676,606-3,839-58%$836.2K$315.4K-$520.8K2026-10-19
A4 Wealth Advisors LLC
INCREASED2,7632,615+148+6%$331.0K$315.0K-$16.0K2026-10-20
Alliance Wealth Advisors, LLC
DECREASED2,7572,791-34-1%$353.3K$314.3K-$39.0K2026-10-14
Treasure Coast Financial Planning
UNCHANGED2,7442,74400%$347.3K$312.8K-$34.5K2026-11-03
Beacon Financial Strategies Corp
INCREASED2,7431,402+1,341+96%$177.5K$312.8K+$135.3K2026-10-14
L. Roy Papp & Associates, LLP
UNCHANGED2,7402,74000%$346.8K$312.4K-$34.4K2026-10-21
Connecticut Capital Management Group, LLC
INCREASED2,7322,731+1+0%$345.7K$311.5K-$34.2K2026-10-29
Clearwave Capital, LLC
INCREASED2,7182,655+63+2%$336.1K$309.9K-$26.2K2026-10-27
Cravens & Co Advisors, LLC
INCREASED2,7082,683+25+1%$339.6K$308.7K-$30.9K2026-10-16
Clearstead Trust, LLC
UNCHANGED2,7052,70500%$342.4K$308.4K-$34.0K2026-11-06
Gilman Hill Asset Management, LLC
DECREASED2,7004,011-1,311-33%$507.8K$307.9K-$199.9K2026-10-13
Searle & Co.
DECREASED2,6863,186-500-16%$403.3K$306.2K-$97.1K2026-11-04
Belleair Asset Management, LLC
UNCHANGED2,6752,67500%$338.6K$305.0K-$33.6K2026-11-03
Mason & Associates, LLC
UNCHANGED2,6722,67200%$338.2K$304.6K-$33.6K2026-10-26
Capital Asset Advisory Services LLC
DECREASED2,6682,730-62-2%$345.6K$334.6K-$11.0K2026-10-30
William Allan Corp
DECREASED2,6672,717-50-2%$343.9K$304.1K-$39.9K2026-10-14
Riverbend Wealth Management, LLC
INCREASED2,6622,567+95+4%$324.9K$303.5K-$21.4K2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED2,6562,730-74-3%$345.6K$302.8K-$42.7K2026-10-08
Heartwood Wealth Advisors LLC
UNCHANGED2,6412,64100%$334.3K$301.1K-$33.2K2026-10-05
Patriot Financial Group Insurance Agency, LLC
DECREASED2,64010,020-7,380-74%$1.3M$301.0K-$967.5K2026-10-14
LCM Capital Management Inc
UNCHANGED2,6292,62900%$332.8K$299.7K-$33.0K2026-10-20
Gerald Baker Financial Group LLC
UNCHANGED2,6252,62500%$332.3K$299.3K-$33.0K2026-10-09
Rossmore Private Capital
UNCHANGED2,6222,62200%$331.9K$298.9K-$33.0K2026-10-27
Partnership Wealth Management, LLC
UNCHANGED2,6122,61200%$330.6K$297.8K-$32.8K2026-10-05
Grandfield & Dodd, LLC
UNCHANGED2,6012,60100%$329.2K$296.5K-$32.7K2026-10-29
Citizens National Bank Trust Department
UNCHANGED2,5922,59200%$328.1K$295.5K-$32.6K2026-11-04
Resonant Capital Advisors, LLC
DECREASED2,5913,660-1,069-29%$463.3K$295.4K-$167.9K2026-10-15
Dutch Asset Corp
INCREASED2,5902,480+110+4%$313.9K$295.3K-$18.6K2026-10-20
FAI Advisors, Inc.
DECREASED2,5832,622-39-1%$331.9K$294.5K-$37.4K2026-10-27
Vicus Capital
INCREASED2,5822,434+148+6%$308.1K$294.4K-$13.7K2026-11-05
Beirne Wealth Consulting Services, LLC
INCREASED2,5722,565+7+0%$324.8K$293.3K-$31.4K2026-10-19
Schulz Wealth, Ltd.
INCREASED2,5712,505+66+3%$317.1K$293.1K-$24.0K2026-11-03
Shulman DeMeo Asset Management LLC
INCREASED2,5562,546+10+0%$322.3K$291.0K-$31.3K2026-10-09
Lazari Capital Management, Inc.
INCREASED2,5542,550+4+0%$322.8K$291.2K-$31.6K2026-10-20
Verus Capital Partners, LLC
DECREASED2,5523,863-1,311-34%$488.9K$290.9K-$198.0K2026-11-03
Van Cleef Asset Management,Inc
DECREASED2,5482,549-10%$322.7K$290.5K-$32.2K2026-10-20
Charter Capital Management, Llc\de
DECREASED2,5442,592-48-2%$328.0K$290.1K-$38.0K2026-10-28
Howard Wealth Management, LLC
DECREASED2,5212,536-15-1%$321.1K$287.5K-$33.7K2026-10-28
RFG - Bristol Wealth Advisors, LLC
INCREASED2,5152,511+4+0%$317.8K$286.7K-$31.1K2026-10-09
55 North Private Wealth, LLC
DECREASED2,5122,541-29-1%$321.6K$286.4K-$35.2K2026-10-20
Moss Adams Wealth Advisors LLC
DECREASED2,5113,329-818-25%$421.4K$286.3K-$135.0K2026-10-28
Richardson Financial Services Inc.
DECREASED2,5112,844-333-12%$360.0K$286.3K-$73.7K2026-10-30
Syntegra Private Wealth Group, LLC
UNCHANGED2,5112,51100%$317.8K$286.3K-$31.6K2026-10-13
Birch Financial Group, LLC
DECREASED2,4893,260-771-24%$412.6K$283.7K-$128.9K2026-10-27
Smith Asset Management Co., LLC
DECREASED2,4892,619-130-5%$331.5K$283.8K-$47.7K2026-10-16
Deseret Mutual Benefit Administrators
INCREASED2,4842,434+50+2%$308.1K$283.2K-$24.9K2026-11-04
Landmark Wealth Management, LLC
INCREASED2,4792,468+11+0%$312.4K$282.7K-$29.8K2026-11-03
Wealth Quarterback LLC
INCREASED2,4782,466+12+0%$312.1K$282.5K-$29.6K2026-10-20
Cottage Street Advisors LLC
INCREASED2,4732,452+21+1%$310.3K$282.0K-$28.3K2026-10-19
Caliber Wealth Management, LLC / KS
INCREASED2,4661,688+778+46%$213.7K$281.1K+$67.5K2026-11-04
Tred Avon Family Wealth, LLC
UNCHANGED2,4662,46600%$312.1K$281.1K-$31.0K2026-10-20
TBH Global Asset Management, LLC
DECREASED2,4554,055-1,600-39%$513.3K$279.9K-$233.4K2026-11-03
Hilton Head Capital Partners, LLC
DECREASED2,4502,466-16-1%$312.1K$279.3K-$32.8K2026-10-23
Kraematon Investment Advisors, Inc
INCREASED2,4482,431+17+1%$307.7K$279.1K-$28.5K2026-11-02
Guardian Investment Management
UNCHANGED2,4392,43900%$308.7K$278.1K-$30.7K2026-10-23
Capital Advantage, Inc.
UNCHANGED2,4392,43900%$308.7K$278.1K-$30.7K2026-10-14
Inscription Capital, LLC
DECREASED2,4372,995-558-19%$379.1K$277.8K-$101.3K2026-11-02
Capital Advisors Wealth Management, LLC
DECREASED2,4343,319-885-27%$420.1K$277.5K-$142.5K2026-10-09
Indiana Trust & Investment Management Co
DECREASED2,4222,713-291-11%$343.4K$276.1K-$67.3K2026-10-22
New Hampshire Trust
DECREASED2,4162,454-38-2%$310.6K$275.4K-$35.2K2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED2,4142,206+208+9%$128.2K$114.2K-$14.0K2026-11-04
Cromwell Holdings LLC
DECREASED2,3932,469-76-3%$312.5K$272.8K-$39.7K2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED2,391183+2,208+1207%$23.2K$272.7K+$249.5K2026-10-16
YHB Investment Advisors, Inc.
INCREASED2,3832,357+26+1%$298.4K$271.7K-$26.7K2026-10-08
Miller Financial Services LLC
INCREASED2,3812,379+2+0%$301.2K$271.5K-$29.6K2026-10-20
Richwood Investment Advisors, LLC
UNCHANGED2,3752,37500%$300.6K$270.8K-$29.9K2026-10-30
Lloyd Advisory Services, Llc.
INCREASED2,3712,360+11+0%$298.7K$270.3K-$28.4K2026-11-02
Curat Global, LLC
INCREASED2,3691,666+703+42%$299.5K$270.1K-$29.4K2026-10-26
Arsenal Capital Advisors LLC
INCREASED2,3652,325+40+2%$294.3K$269.6K-$24.7K2026-11-02
Norman Fields, Gottscho Capital Management, LLC
DECREASED2,3642,474-110-4%$313.2K$269.5K-$43.6K2026-10-05
Founders Grove Wealth Partners, LLC
DECREASED2,3622,486-124-5%$314.7K$269.3K-$45.4K2026-10-16
Black Diamond Financial, LLC
INCREASED2,3571,768+589+33%$223.8K$268.8K+$45.0K2026-10-26
Werba Rubin Papier Wealth Management
DECREASED2,3532,576-223-9%$326.1K$268.3K-$57.8K2026-11-06
Summit Wealth Group LLC / Co
DECREASED2,3482,598-250-10%$328.9K$267.7K-$61.2K2026-10-29
Phoenix Wealth Advisors
UNCHANGED2,3402,34000%$296.2K$266.8K-$29.4K2026-11-03
Weatherly Asset Management L. P.
DECREASED2,3352,339-40%$296.1K$266.2K-$29.9K2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED2,3342,253+81+4%$285.2K$266.1K-$19.1K2026-10-16
First United Bank & Trust
DECREASED2,3272,375-48-2%$300.6K$265.3K-$35.3K2026-10-22
Cornerstone Management, Inc.
INCREASED2,3212,196+125+6%$278.0K$264.7K-$13.3K2026-10-16
IVC Wealth Advisors LLC
INCREASED2,3182,130+188+9%$269.6K$264.3K-$5.3K2026-10-23
M. Kraus & Co
UNCHANGED2,3122,31200%$292.7K$263.6K-$29.1K2026-10-20
Clear Creek Financial Management, LLC
DECREASED2,3063,596-1,290-36%$455.2K$262.9K-$192.2K2026-10-28
City State Bank
UNCHANGED2,2922,29200%$290.1K$261.3K-$28.8K2026-10-20
Warm Springs Advisors Inc.
UNCHANGED2,2912,29100%$290.0K$261.2K-$28.8K2026-10-28
Legacy Wealth Partners, LLC
DECREASED2,2892,329-40-2%$294.8K$261.0K-$33.8K2026-10-15
Sulzberger Capital Advisors, Inc.
NEW2,287—+2,287——$260.7K—2026-10-20
Patrick M Sweeney & Associates, Inc
INCREASED2,2772,156+121+6%$272.9K$259.6K-$13.4K2026-10-22
Prosperity Financial Group, Inc.
INCREASED2,2681,880+388+21%$238.0K$258.6K+$20.6K2026-10-29
Capital City Trust Co
UNCHANGED2,2652,26500%$286.7K$258.2K-$28.5K2026-10-22
Central Bank & Trust Co
UNCHANGED2,2532,25300%$285.2K$256.9K-$28.3K2026-10-09
Adkins Seale Capital Management LLC
UNCHANGED2,2362,23600%$283.0K$254.9K-$28.1K2026-10-27
Cultivar Capital, Inc.
DECREASED2,2352,258-23-1%$285.8K$254.8K-$31.0K2026-10-14
Kennebec Savings Bank
DECREASED2,2182,239-21-1%$283.4K$252.9K-$30.5K2026-10-22
SYM Financial Corp
INCREASED2,2151,919+296+15%$242.9K$252.5K+$9.6K2026-10-26
Coquina Private Wealth LLC
DECREASED2,2102,410-200-8%$305.1K$252.0K-$53.1K2026-10-27
Crown Wealth Group, LLC
DECREASED2,1962,320-124-5%$293.7K$250.4K-$43.3K2026-10-19
Peddock Capital Advisors, LLC
UNCHANGED2,1952,19500%$277.8K$250.3K-$27.6K2026-10-16
Jessup Wealth Management, Inc
INCREASED2,1902,033+157+8%$257.3K$249.7K-$7.7K2026-10-20
Joel Adams & Associates, Inc.
UNCHANGED2,1892,18900%$277.1K$249.6K-$27.5K2026-11-02
Herold Advisors, Inc.
DECREASED2,1832,373-190-8%$301.0K$248.9K-$52.1K2026-10-19
Veratis Advisors, Inc.
INCREASED2,1782,175+3+0%$275.3K$248.3K-$26.9K2026-11-03
M.E. Allison & Co., Inc.
INCREASED2,1752,173+2+0%$275.1K$248.0K-$27.1K2026-10-09
Legacy Capital Wealth Partners, LLC
INCREASED2,1712,156+15+1%$273.0K$247.5K-$25.5K2026-10-21
XXI Wealth, LLC
DECREASED2,1502,455-305-12%$310.8K$245.1K-$65.6K2026-10-22
Manske Wealth Management
DECREASED2,1482,244-96-4%$284.1K$244.9K-$39.2K2026-10-26
Meriwether Wealth & Planning, LLC
DECREASED2,1412,265-124-5%$286.7K$244.1K-$42.6K2026-10-13
D'Orazio & Associates, Inc.
DECREASED2,1362,371-235-10%$300.1K$243.5K-$56.6K2026-11-04
Clear Wave Wealth Management LLC
INCREASED2,1342,109+25+1%$267.0K$243.3K-$23.7K2026-11-04
Steel Grove Capital Advisors, LLC
DECREASED2,1303,300-1,170-35%$417.7K$242.8K-$174.9K2026-10-13
Arkfeld Wealth Strategies, L.L.C.
DECREASED2,1192,133-14-1%$268.7K$244.7K-$24.0K2026-10-19
Family Wealth Partners, LLC
NEW2,118—+2,118——$241.4K—2026-10-20
Cypress Asset Management Inc
UNCHANGED2,1182,11800%$268.1K$241.5K-$26.6K2026-10-09
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED2,1172,11700%$268.0K$241.0K-$27.0K2026-10-14
Leelyn Smith, LLC
INCREASED2,1131,921+192+10%$243.1K$240.9K-$2.3K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED2,1131,995+118+6%$252.5K$240.9K-$11.6K2026-10-20
Provident Wealth Management, LLC
UNCHANGED2,1082,10800%$266.8K$240.3K-$26.5K2026-10-20
Walker Financial Services, Inc.
INCREASED2,0952,076+19+1%$262.8K$238.9K-$23.9K2026-10-26
Enterprise Financial Services Corp
DECREASED2,0932,362-269-11%$299.0K$238.7K-$60.4K2026-11-03
WealthTrust Asset Management, LLC
INCREASED2,0841,982+102+5%$250.9K$237.6K-$13.3K2026-10-22
Bailard, Inc.
UNCHANGED2,0802,08000%$263.3K$237.1K-$26.1K2026-10-13
Blossom Wealth Management
INCREASED2,0791,984+95+5%$251.1K$237.0K-$14.1K2026-11-03
HBW Advisory Services LLC
INCREASED2,0792,046+33+2%$259.0K$237.1K-$22.0K2026-10-15
Blue Capital, Inc.
DECREASED2,0772,109-32-2%$267.0K$236.8K-$30.2K2026-10-13
Tilia Fiduciary Partners, Inc.
DECREASED2,0532,129-76-4%$269.4K$234.1K-$35.4K2026-10-09
Ashton Thomas Securities, LLC
DECREASED2,0495,295-3,246-61%$670.4K$233.6K-$436.8K2026-10-26
Tctc Holdings, LLC
INCREASED2,0461,646+400+24%$208.4K$233.3K+$24.9K2026-11-02
Commonwealth Retirement Investments LLC
UNCHANGED2,0382,03800%$258.0K$232.4K-$25.6K2026-10-26
TMB Capital Partners, LLC
INCREASED2,0322,031+1+0%$257.1K$231.7K-$25.3K2026-10-20
Sound Income Strategies, LLC
DECREASED2,0282,720-692-25%$344.2K$237.0K-$107.2K2026-10-09
Abel Hall, LLC
DECREASED2,0254,832-2,807-58%$611.6K$230.9K-$380.8K2026-10-19
Legacy Private Trust Co.
UNCHANGED2,0252,02500%$256.3K$230.9K-$25.5K2026-10-06
Total Clarity Wealth Management, Inc.
DECREASED2,0222,330-308-13%$294.9K$230.6K-$64.3K2026-10-26
William John Sempolinski
UNCHANGED2,0202,02000%$255.7K$230.3K-$25.4K2026-10-20
Kohmann Bosshard Financial Services, LLC
UNCHANGED2,0132,01300%$254.8K$229.5K-$25.3K2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED2,0122,190-178-8%$277.2K$229.3K-$47.8K2026-10-13
Annex Advisory Services, LLC
INCREASED2,0101,656+354+21%$209.6K$229.2K+$19.6K2026-10-16
Essex Investment Management Co LLC
DECREASED2,0102,096-86-4%$265.3K$229.2K-$36.2K2026-10-19
Elevation Wealth Partners, LLC
INCREASED2,0101,934+76+4%$244.8K$229.2K-$15.6K2026-10-07
Beaumont Financial Advisors, LLC
DECREASED2,0102,043-33-2%$258.6K$229.2K-$29.4K2026-10-22
Taylor Financial Group, Inc.
UNCHANGED2,0092,00900%$254.3K$229.0K-$25.3K2026-11-02
Sentinel Trust Co LBA
DECREASED1,9922,006-14-1%$254$227.0K+$226.7K2026-11-03
GC Wealth Management RIA, LLC
DECREASED1,9902,144-154-7%$271.4K$226.9K-$44.5K2026-11-02
Hilltop National Bank
DECREASED1,9892,154-165-8%$272.7K$226.8K-$45.9K2026-10-14
Discipline Wealth Solutions, LLC
DECREASED1,9841,998-14-1%$252.9K$226.3K-$26.6K2026-10-14
Plancorp, LLC
DECREASED1,9762,065-89-4%$262.0K$251.7K-$10.2K2026-11-03
Ferguson Shapiro LLC
INCREASED1,9711,965+6+0%$248.8K$224.7K-$24.0K2026-10-16
Pinnacle Wealth Planning Services, Inc.
DECREASED1,9701,985-15-1%$251.2K$224.5K-$26.7K2026-10-27
Washington Trust Advisors, Inc.
DECREASED1,9662,121-155-7%$268.5K$224.1K-$44.3K2026-10-22
Founders Financial Securities LLC
INCREASED1,9651,889+76+4%$239.1K$224.0K-$15.1K2026-10-28
Liberty Capital Management, Inc.
UNCHANGED1,9641,96400%$248.6K$223.9K-$24.7K2026-11-02
Enclave Advisors LLC
DECREASED1,9592,021-62-3%$255.8K$223.4K-$32.4K2026-10-14
Financial Consulate, Inc
DECREASED1,9572,061-104-5%$260.9K$223.2K-$37.8K2026-10-23
Rockland Trust Co
DECREASED1,9562,272-316-14%$287.6K$223.0K-$64.6K2026-10-05
Good Steward Wealth Advisors,LLC
DECREASED1,9502,509-559-22%$317.6K$222.3K-$95.3K2026-11-06
Semus Wealth Partners LLC
INCREASED1,9501,933+17+1%$244.7K$222.3K-$22.4K2026-10-22
Tuttle Capital Management, LLC
NEW1,937—+1,937——$220.8K—2026-10-21
TrustBank
DECREASED1,9371,972-35-2%$249.6K$220.8K-$28.8K2026-10-20
Y.D. More Investments Ltd
DECREASED1,9322,356-424-18%$1.0K$220.3K+$219.3K2026-11-02
Colonial River Investments, LLC
DECREASED1,9182,023-105-5%$256.1K$218.7K-$37.4K2026-10-19
Eads & Heald Wealth Management
NEW1,915—+1,915——$218.3K—2026-10-29
Planned Solutions, Inc.
DECREASED1,9121,939-27-1%$245.4K$218.0K-$27.5K2026-10-19
Meridian Financial Advisors, LLC
UNCHANGED1,9081,90800%$241.5K$217.5K-$24.0K2026-10-14
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED1,9001,800+100+6%$227.8K$216.6K-$11.2K2026-11-03
Armstrong, Fleming & Moore, Inc
UNCHANGED1,8961,89600%$240.0K$216.2K-$23.8K2026-10-28
Burns J W & Co Inc
DECREASED1,8861,905-19-1%$241.1K$215.0K-$26.1K2026-10-20
Harel Insurance Investments & Financial Services Ltd.
DECREASED1,8852,501-616-25%$317.0K$215.0K-$102.0K2026-11-02
Fairscale Capital, LLC
INCREASED1,8841,691+193+11%$214.0K$240.0K+$26.0K2026-11-04
CPC Advisors, LLC
INCREASED1,8751,871+4+0%$236.9K$213.8K-$23.1K2026-10-21
Bullock Wealth Management Group
INCREASED1,8751,871+4+0%$235.3K$213.3K-$22.1K2026-10-09
Opal Wealth Advisors, LLC
DECREASED1,8713,118-1,247-40%$394.6K$213.4K-$181.3K2026-10-16
Beacon Financial Advisory LLC
INCREASED1,8591,847+12+1%$233.9K$212.0K-$21.9K2026-10-16
Americana Partners, LLC
INCREASED1,8541,724+130+8%$218.2K$211.4K-$6.8K2026-10-28
PKS Advisory Services, LLC
UNCHANGED1,8481,84800%$233.8K$233.8K$02026-10-26
Hughes Financial Services, LLC
INCREASED1,8471,775+72+4%$224.7K$232.5K+$7.9K2026-10-30
Legacy Edge Advisors, LLC
UNCHANGED1,8371,83700%$232.5K$209.4K-$23.1K2026-11-06
Tradewinds Capital Management, LLC
UNCHANGED1,8351,83500%$232.3K$209.2K-$23.1K2026-10-23
Fragasso Financial Advisors Inc
DECREASED1,8331,983-150-8%$251.0K$213.9K-$37.1K2026-10-13
Tranquility Partners, LLC
UNCHANGED1,8331,83300%$232.0K$209.0K-$23.0K2026-10-20
Roberts Wealth Advisors, LLC
INCREASED1,8321,818+14+1%$230.1K$208.9K-$21.3K2026-10-14
World Equity Group, Inc.
DECREASED1,8261,948-122-6%$246.6K$208.2K-$38.4K2026-10-14
McAdam, LLC
INCREASED1,8241,642+182+11%$207.8K$207.9K+$1232026-10-21
Sentry LLC
UNCHANGED1,8221,82200%$230.6K$207.7K-$22.9K2026-10-30
Fortitude Advisory Group L.L.C.
UNCHANGED1,8171,81700%$230.0K$207.2K-$22.8K2026-10-15
J.P. Marvel Investment Advisors, LLC
UNCHANGED1,8111,81100%$229.2K$206.5K-$22.8K2026-11-02
Stokes Capital Advisors, LLC
UNCHANGED1,8051,80500%$228.5K$205.8K-$22.7K2026-10-09
Investmark Advisory Group LLC
NEW1,802—+1,802——$205.6K—2026-10-27
Kagan Cocozza Asset Management
INCREASED1,7991,775+24+1%$224.7K$205.1K-$19.6K2026-10-19
Weaver Consulting Group
DECREASED1,7991,806-70%$228.5K$205.0K-$23.5K2026-10-07
J.M. Arbour, LLC
INCREASED1,7931,624+169+10%$205.6K$204.4K-$1.1K2026-11-05
Colton Groome Financial Advisors, LLC
DECREASED1,7881,858-70-4%$235.1K$203.8K-$31.3K2026-10-06
MV Capital Management, Inc.
DECREASED1,7861,848-62-3%$233.9K$203.6K-$30.3K2026-10-29
Old Peak Finance LLC
DECREASED1,7831,802-19-1%$228.1K$203.3K-$24.8K2026-11-02
Regatta Capital Group, LLC
INCREASED1,7791,767+12+1%$223.7K$202.8K-$20.8K2026-10-23
Strata Wealth Advisors, LLC
DECREASED1,7732,518-745-30%$318.7K$202.1K-$116.6K2026-10-16
Adell Harriman & Carpenter Inc
NEW1,762—+1,762——$200.9K—2026-11-02
Compass Wealth Management, LLC
UNCHANGED1,7591,75900%$222.7K$200.5K-$22.1K2026-10-30
Balefire, LLC
DECREASED1,7572,097-340-16%$265.4K$200.3K-$65.1K2026-10-09
Nordwand Advisors, LLC
INCREASED1,7571,755+2+0%$222.1K$200.3K-$21.8K2026-11-05
Country Trust Bank
DECREASED1,7551,810-55-3%$229.1K$200.1K-$29.0K2026-10-30
First Financial Corp
INCREASED1,7341,720+14+1%$217.7K$197.7K-$20.0K2026-10-13
Old Second National Bank of Aurora
UNCHANGED1,7261,72600%$218.5K$196.8K-$21.7K2026-10-22
O'Domhnaill Enterprises, Inc.
DECREASED1,7191,814-95-5%$229.6K$196.0K-$33.6K2026-10-29
Waterfront Wealth Inc.
DECREASED1,7031,903-200-11%$238.8K$206.5K-$32.3K2026-11-03
TSG Advice Partners, LLC
NEW1,702—+1,702——$215.5K—2026-10-29
Chung Wu Investment Group, LLC
DECREASED1,6901,790-100-6%$226.6K$192.7K-$33.9K2026-11-03
Evolution Wealth Management Inc.
INCREASED1,6671,638+29+2%$207.3K$190.1K-$17.3K2026-10-28
Barrett & Company, Inc.
UNCHANGED1,6511,65100%$209.0K$188.3K-$20.8K2026-10-22
MeadowBrook Investment Advisors LLC
UNCHANGED1,6281,62800%$206.1K$204.2K-$1.9K2026-10-29
Valley National Advisers Inc
DECREASED1,5551,558-30%$197.2K$177.3K-$19.9K2026-10-23
Heritage Family Offices, LLP
NEW1,535—+1,535——$175.0K—2026-11-02
Knuff & Co LLC
DECREASED1,5331,540-70%$194.9K$174.8K-$20.2K2026-11-06
Root Financial Partners, LLC
NEW1,510—+1,510——$172.1K—2026-10-21
IMG Wealth Management, Inc.
INCREASED1,5091,454+55+4%$184.0K$172.0K-$12.0K2026-10-27
CrossGen Wealth, LLC
INCREASED1,5071,480+27+2%$187.4K$171.9K-$15.5K2026-10-30
Axiom Investment Management LLC
DECREASED1,4781,648-170-10%$208.6K$168.5K-$40.1K2026-11-03
Reyes Financial Architecture, Inc.
DECREASED1,4552,137-682-32%$270.4K$165.9K-$104.5K2026-10-22
Center for Financial Planning, Inc.
UNCHANGED1,4381,43800%$182.0K$163.9K-$18.1K2026-10-26
Gleason Group, Inc.
DECREASED1,4102,337-927-40%$295.8K$160.7K-$135.1K2026-10-15
Vision Financial Markets LLC
UNCHANGED1,3951,39500%$175.9K$158.8K-$17.1K2026-10-22
GHP Investment Advisors, Inc.
INCREASED1,3851,238+147+12%$156.7K$157.9K+$1.2K2026-10-15
UMB Private Wealth Management, LLC
NEW1,384—+1,384——$157.8K—2026-10-19
Princeton Global Asset Management LLC
INCREASED1,3741,368+6+0%$173.2K$156.7K-$16.5K2026-10-21
Fortitude Family Office, LLC
INCREASED1,3631,348+15+1%$170.6K$155.4K-$15.2K2026-10-14
Nemes Rush Group LLC
INCREASED1,3631,352+11+1%$171.1K$155.4K-$15.8K2026-11-04
Atwood & Palmer Inc
UNCHANGED1,3481,34800%$170.6K$153.7K-$16.9K2026-10-08
Kimelman & Baird, LLC
UNCHANGED1,3321,33200%$168.6K$151.9K-$16.7K2026-11-03
West Branch Capital LLC
UNCHANGED1,3311,33100%$168.5K$151.7K-$16.7K2026-10-20
New England Capital Financial Advisors LLC
UNCHANGED1,2701,27000%$160.7K$144.8K-$15.9K2026-11-03
Coastline Trust Co
UNCHANGED1,2661,26600%$160.3K$144.3K-$15.9K2026-10-01
Hager Investment Management Services, LLC
DECREASED1,2631,290-27-2%$163.3K$144.0K-$19.3K2026-11-04
Global Trust Asset Management, LLC
DECREASED1,2491,295-46-4%$164.0K$142.4K-$21.5K2026-10-19
S.A. Mason LLC
UNCHANGED1,2401,24000%$157.0K$141.4K-$15.6K2026-10-13
Cranbrook Wealth Management, LLC
UNCHANGED1,2331,23300%$156.1K$140.6K-$15.5K2026-10-28
USA Financial Formulas
NEW1,197—+1,197——$136.5K—2026-10-16
Richards, Merrill & Peterson, Inc.
DECREASED1,1911,216-25-2%$153.9K$135.8K-$18.1K2026-10-19
Holos Integrated Wealth LLC
UNCHANGED1,1881,18800%$152.3K$141.7K-$10.6K2026-10-23
Trust Co
INCREASED1,1691,034+135+13%$130.9K$133.3K+$2.4K2026-10-09
William Mack & Associates, Inc.
NEW1,149—+1,149——$131.0K—2026-10-27
Acumen Wealth Advisors, LLC
INCREASED1,1471,054+93+9%$133.4K$130.7K-$2.7K2026-11-05
Balance Wealth Partners LLC
DECREASED1,1412,128-987-46%$269.3K$130.1K-$139.2K2026-10-27
Westside Investment Management, Inc.
DECREASED1,0891,099-10-1%$139.1K$124.2K-$14.9K2026-11-02
Investment Research & Advisory Group, Inc.
INCREASED1,0681,062+6+1%$135.8K$129.1K-$6.8K2026-10-19
Piscataqua Savings Bank
UNCHANGED1,0291,02900%$130.2K$117.3K-$12.9K2026-10-21
Advantage Trust Co
UNCHANGED1,0291,02900%$130.3K$117.3K-$12.9K2026-10-19
Dakota Community Bank & Trust NA
UNCHANGED1,0261,02600%$129.9K$117.0K-$12.9K2026-10-09
Harbor Capital Advisors, Inc.
INCREASED1,011179+832+465%$23$115.0K+$115.0K2026-10-22
WPG Advisers, LLC
DECREASED1,0071,046-39-4%$132.4K$114.8K-$17.6K2026-10-27
Bayban
UNCHANGED1,0061,00600%$127.3K$127.3K$02026-11-05
Howard Capital Management Group, LLC
UNCHANGED1,0031,00300%$127.0K$114.4K-$12.6K2026-10-16
Southern Michigan Bank & Trust
UNCHANGED94794700%$119.9K$108.0K-$11.9K2026-10-19
Coston, McIsaac & Partners
INCREASED942890+52+6%$112.0K$107.5K-$4.5K2026-11-06
Kingdom Financial Group Llc.
INCREASED94185+856+1007%$10.7K$107.3K+$96.6K2026-11-04
Bangor Savings Bank
DECREASED929930-10%$117.7K$105.9K-$11.8K2026-10-06
GGM Financial LLC
DECREASED9182,670-1,752-66%$338.0K$104.7K-$233.3K2026-11-05
Byrne Asset Management LLC
DECREASED883908-25-3%$114.9K$100.4K-$14.5K2026-10-06
Key FInancial Inc
INCREASED868857+11+1%$108.5K$99.0K-$9.5K2026-11-02
Asset Dedication, LLC
DECREASED863978-115-12%$123.8K$98.4K-$25.4K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED854758+96+13%$95.9K$97.4K+$1.5K2026-11-05
Kozak & Associates, Inc.
DECREASED8522,634-1,782-68%$331.3K$105.3K-$226.0K2026-10-29
POM Investment Strategies, LLC
UNCHANGED84984900%$107.4K$96.8K-$10.6K2026-10-20
Pacifica Partners Inc.
UNCHANGED82782700%$107.1K$94.1K-$13.1K2026-10-09
Tower Trust & Investment Co
UNCHANGED81981900%$103.7K$93.4K-$10.3K2026-10-28
Essential Partners LLC
INCREASED803149+654+439%$18.9K$91.6K+$72.7K2026-10-14
Summit Securities Group LLC
DECREASED8001,481-681-46%$187.5K$91.2K-$96.3K2026-11-05
Louisbourg Investments Inc.
UNCHANGED80080000%$101.3K$91.2K-$10.1K2026-10-20
SJS Investment Consulting Inc.
DECREASED797820-23-3%$103.8K$90.9K-$12.9K2026-10-26
True Wealth Design, LLC
DECREASED792817-25-3%$103.4K$90.3K-$13.1K2026-10-13
Atlantic Edge Private Wealth Management, LLC
DECREASED7671,508-741-49%$190.9K$87.4K-$103.4K2026-10-20
Smallwood Wealth Investment Management, LLC
DECREASED7631,172-409-35%$148.4K$87.0K-$61.4K2026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED76376300%$96.6K$87.0K-$9.6K2026-10-15
PFS Partners, LLC
INCREASED685679+6+1%$86.0K$78.1K-$7.9K2026-10-21
First Bancorp, Inc
INCREASED668588+80+14%$74.4K$76.2K+$1.7K2026-10-26
Capital Advisors, Ltd. LLC
DECREASED6661,096-430-39%$139$76.0K+$75.9K2026-10-27
Wealth Enhancement Trust Services, Inc.
INCREASED659372+287+77%$47.1K$75.1K+$28.0K2026-10-07
Planning Strategies Inc.
DECREASED652653-10%$82.7K$74.3K-$8.3K2026-10-02
First Pacific Financial
DECREASED622640-18-3%$81.0K$71.0K-$10.0K2026-10-14
Next Level Wealth Planning, LLC
NEW601—+601——$68.5K—2026-10-29
Investors Research Corp
UNCHANGED60060000%$75.9K$68.4K-$7.5K2026-10-07
Fortis Group Advisors, LLC
INCREASED575570+5+1%$72.2K$65.6K-$6.6K2026-11-06
Centerpoint Advisors, LLC
UNCHANGED55355300%$70.0K$63.0K-$7.0K2026-11-05
Gen-Wealth Partners Inc
DECREASED552623-71-11%$78.9K$62.9K-$15.9K2026-11-04
Hartford Financial Management Inc.
UNCHANGED54454400%$68.9K$62.0K-$6.8K2026-10-21
Kelleher Financial Advisors
DECREASED532699-167-24%$88.5K$60.7K-$27.8K2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED52352300%$66.2K$59.6K-$6.6K2026-10-28
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED518501+17+3%$63.4K$59.1K-$4.4K2026-11-06
Cherry Tree Wealth Management, LLC
INCREASED509504+5+1%$63.8K$58.0K-$5.8K2026-10-15
Ashurst Perkins Coie Trust Co
UNCHANGED50750700%$64.2K$57.8K-$6.4K2026-10-15
Western Pacific Wealth Management, LP
UNCHANGED50450400%$63.8K$57.4K-$6.3K2026-10-16
Hussman Strategic Advisors, Inc.
UNCHANGED50050000%$63.3K$57.0K-$6.3K2026-11-02
Flagship Wealth Advisors, LLC
DECREASED497563-66-12%$71.3K$56.7K-$14.6K2026-11-03
Boyd Watterson Asset Management LLC
UNCHANGED47947900%$60.6K$54.6K-$6.0K2026-11-06
Horrell Capital Management, Inc.
UNCHANGED45045000%$57.0K$51.3K-$5.7K2026-10-08
Tsfg, LLC
DECREASED438466-28-6%$59.0K$50.0K-$9.0K2026-10-23
CGC Financial Services, LLC
UNCHANGED43843800%$55.4K$49.9K-$5.5K2026-10-13
Private Wealth Management Group, LLC
UNCHANGED42342300%$53.5K$48.2K-$5.3K2026-10-19
Advocate Investing Services LLC
INCREASED404311+93+30%$39.4K$46.1K+$6.7K2026-10-26
Monetary Solutions, Ltd
UNCHANGED40140100%$50.8K$45.7K-$5.0K2026-10-22
Avion Wealth
INCREASED396322+74+23%$40$45.0K+$45.0K2026-11-04
Key Capital Management, Inc
UNCHANGED39339300%$49.7K$44.8K-$4.9K2026-11-03
Ascentis Wealth Management, LLC
INCREASED370185+185+100%$23.5K$42.3K+$18.8K2026-11-03
Midwest Capital Advisors, LLC
UNCHANGED37037000%$46.9K$42.2K-$4.7K2026-11-04
Jnba Financial Advisors
INCREASED355237+118+50%$30.0K$40.5K+$10.5K2026-11-03
Chilton Capital Management LLC
UNCHANGED35535500%$44.9K$40.5K-$4.5K2026-10-28
Redwood Park Advisors LLC
INCREASED351348+3+1%$44.0K$40.0K-$4.0K2026-11-02
First Community Trust NA
UNCHANGED34834800%$44.1K$39.7K-$4.4K2026-10-07
Kroeger Financial Partners
UNCHANGED34834800%$44.1K$39.7K-$4.4K2026-10-19
Highline Wealth Partners LLC
INCREASED341232+109+47%$29.4K$38.9K+$9.5K2026-10-19
1620 Investment Advisors, Inc.
UNCHANGED33833800%$42.8K$38.6K-$4.3K2026-11-04
Abound Wealth Management
INCREASED336216+120+56%$27.4K$38.4K+$11.0K2026-10-26
Cornerstone National Bank & Trust Co
UNCHANGED33333300%$41.9K$37.9K-$4.0K2026-10-20
Canton Hathaway, LLC
UNCHANGED33133100%$41.9K$37.7K-$4.2K2026-10-23
Plante Moran Financial Advisors, LLC
DECREASED326411-85-21%$52.1K$37.2K-$14.9K2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED32432400%$41.0K$36.9K-$4.1K2026-10-23
High Note Wealth, LLC
INCREASED319202+117+58%$25.6K$36.4K+$10.8K2026-10-27
Bare Financial Services, Inc
DECREASED314371-57-15%$47.0K$35.8K-$11.2K2026-11-04
Owl Creek Wealth Partners LLC
DECREASED308357-49-14%$45.2K$35.1K-$10.1K2026-10-20
Nova Financial LLC
NEW305—+305——$34.7K—2026-11-04
James T. Borello RIA
INCREASED303281+22+8%$35.6K$34.5K-$1.0K2026-10-16
Jefferies Financial Group Inc.
DECREASED30224,007-23,705-99%$3.0M$34.4K-$3.0M2026-11-05
Hoey Investments, Inc
UNCHANGED30030000%$38.0K$34.2K-$3.8K2026-10-29
Peck Wealth Management, LLC
UNCHANGED30030000%$38.0K$34.2K-$3.8K2026-10-29
Dynamic Wealth Strategies, LLC
UNCHANGED29429400%$37.2K$33.5K-$3.7K2026-10-16
Covestor Ltd
DECREASED291355-64-18%$45.0K$33.0K-$12.0K2026-10-30
Compass Wealth Management LLC
NEW290—+290——$33.1K—2026-10-22
Ares Financial Consulting, LLC
UNCHANGED28928900%$36.6K$32.9K-$3.6K2026-10-19
GoalVest Advisory LLC
INCREASED285205+80+39%$25.9K$32.5K+$6.5K2026-10-02
Northstar Asset Management Co
UNCHANGED27527500%$35.9K$33.2K-$2.7K2026-10-22
Livelsberger Financial Advisory
NEW274—+274——$31.3K—2026-10-28
Bell Investment Advisors, Inc
DECREASED270313-43-14%$39.6K$30.8K-$8.8K2026-10-29
TFC Financial Management, Inc.
UNCHANGED26826800%$34.0K$30.6K-$3.4K2026-10-26
Access Investment Management LLC
UNCHANGED26226200%$33.2K$29.9K-$3.3K2026-10-23
Olistico Wealth, LLC
UNCHANGED26026000%$33.0K$29.7K-$3.3K2026-10-05
Winch Advisory Services, LLC
INCREASED257255+2+1%$32.3K$29.3K-$2.9K2026-11-06
Fulcrum Asset Management LLP
NEW255—+255——$29.1K—2026-11-04
RHL Group, LLC
DECREASED255810-555-69%$102.9K$29.0K-$73.8K2026-11-04
Lodestone Wealth Management LLC
UNCHANGED25425400%$32.2K$29.0K-$3.2K2026-10-14
Burk Holdings LLC
INCREASED23486+148+172%$10.9K$26.7K+$15.8K2026-11-05
Noble Wealth Management PBC
UNCHANGED23323300%$29.5K$26.6K-$2.9K2026-10-01
American Capital Advisory, LLC
INCREASED223206+17+8%$26.1K$25.4K-$6512026-10-28
Murphy & Mullick Capital Management Corp
INCREASED222220+2+1%$27.8K$25.3K-$2.5K2026-11-02
Bradley & Co. Private Wealth Management, LLC
UNCHANGED22222200%$28.1K$25.3K-$2.8K2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED220168+52+31%$21.3K$25.1K+$3.8K2026-10-23
Dorato Capital Management
UNCHANGED21621600%$27.1K$24.9K-$2.2K2026-10-08
Mascoma Wealth Management LLC
INCREASED214175+39+22%$22.2K$24.4K+$2.2K2026-10-23
Foresight Capital Management Advisors, Inc.
NEW210—+210——$23.9K—2026-10-27
NorthAvenue LLC
UNCHANGED20020000%$25.3K$22.8K-$2.5K2026-10-29
Financial Network Wealth Advisors LLC
DECREASED199202-3-1%$25.6K$22.7K-$2.9K2026-10-28
Triumph Capital Management
DECREASED197207-10-5%$26.2K$22.4K-$3.8K2026-10-14
Main Street Group, LTD
INCREASED190188+2+1%$23.8K$21.6K-$2.2K2026-10-28
DT Investment Partners, LLC
UNCHANGED19019000%$24.1K$21.7K-$2.4K2026-10-27
GK Wealth Management LLC
NEW188—+188——$21.4K—2026-10-09
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED18518500%$23.4K$21.1K-$2.3K2026-10-14
Joseph Group Capital Management
DECREASED184257-73-28%$32.5K$21.0K-$11.6K2026-11-04
Signature Resources Capital Management, LLC
INCREASED181169+12+7%$21.4K$20.6K-$7562026-10-16
Montgomery Financial Services LLC
UNCHANGED18118100%$22.9K$20.6K-$2.3K2026-11-03
Cdkv Holdings LLC
UNCHANGED17817800%$22.5K$20.3K-$2.2K2026-10-28
Blueline Advisors LLC
DECREASED176256-80-31%$32.4K$20.1K-$12.3K2026-10-15
Valley Wealth Managers, Inc.
UNCHANGED17117100%$21.6K$19.5K-$2.1K2026-10-09
Proathlete Wealth Management LLC
DECREASED168195-27-14%$24.7K$19.2K-$5.6K2026-10-15
Axxion S.A.
UNCHANGED16816800%$21.3K$19.2K-$2.1K2026-10-22
MidAtlantic Capital Management, Inc.
NEW155—+155——$17.7K—2026-11-05
IFS Advisors, LLC
UNCHANGED15415400%$19.5K$17.6K-$1.9K2026-10-14
Maseco LLP
INCREASED14996+53+55%$12.2K$17.0K+$4.8K2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED14014000%$17.7K$16.0K-$1.8K2026-10-06
IAG Wealth Partners, LLC
UNCHANGED13613600%$17.2K$15.5K-$1.7K2026-11-06
Fairway Wealth LLC
NEW134—+134——$15.3K—2026-10-30
Sfam, LLC
UNCHANGED12912900%$16.3K$14.7K-$1.6K2026-11-03
Sima Wealth Partners, LLC
UNCHANGED12912900%$16.3K$14.7K-$1.6K2026-10-19
Davis Capital Management
INCREASED126118+8+7%$14.9K$14.4K-$5712026-10-08
J.Safra Asset Management Corp
UNCHANGED11011000%$13.9K$12.5K-$1.4K2026-11-03
Acima Private Wealth, LLC
UNCHANGED11011000%$13.9K$12.5K-$1.4K2026-10-05
Polaris Financial Partners
NEW106—+106——$12—2026-10-02
KFG LLC
NEW104—+104——$11.9K—2026-11-02
Wilkerson Advisory Group LLC
DECREASED104126-22-17%$15.9K$11.9K-$4.1K2026-10-20
Rakuten Securities, Inc.
DECREASED104115-11-10%$14.6K$11.9K-$2.7K2026-11-02
Comprehensive Financial Planning, Inc.
UNCHANGED10410400%$13.2K$11.9K-$1.3K2026-10-27
General Partner, Inc.
UNCHANGED10110100%$12.8K$11.5K-$1.3K2026-10-05
SRH Advisors, LLC
UNCHANGED10010000%$12.7K$11.4K-$1.3K2026-10-22
Miller Wealth Advisors, LLC
UNCHANGED10010000%$12.7K$11.4K-$1.3K2026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED10010000%$12.7K$11.4K-$1.3K2026-10-09
Bay Harbor Wealth Management, LLC
DECREASED991,088-989-91%$137.7K$11.3K-$126.4K2026-11-03
Elevated Capital Advisors, LLC
DECREASED99167-68-41%$21.1K$11.3K-$9.9K2026-11-04
Cedar Mountain Advisors, LLC
UNCHANGED979700%$12.3K$11.1K-$1.2K2026-10-15
Guinness Atkinson Asset Management Inc
UNCHANGED939300%$11.8K$10.6K-$1.2K2026-11-05
Entrust Financial LLC
UNCHANGED919100%$11.5K$10.4K-$1.1K2026-11-04
Mcdonald Partners LLC
UNCHANGED878700%$11.0K$9.9K-$1.1K2026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED878700%$11.0K$9.9K-$1.1K2026-10-29
Toth Financial Advisory Corp
UNCHANGED828200%$10.4K$9.3K-$1.0K2026-10-08
Putney Financial Group LLC
NEW80—+80——$9.1K—2026-10-30
Thompson Investment Management, Inc.
UNCHANGED808000%$10.1K$9.1K-$1.0K2026-10-14
Birchwood Financial Partners, Inc.
UNCHANGED787800%$9.8K$8.9K-$9762026-11-02
Aspect Partners, LLC
UNCHANGED737300%$9.2K$8.3K-$9182026-10-20
Clark Wealth Partners
INCREASED7167+4+6%$8.5K$8.1K-$3862026-10-19
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED707000%$8.9K$8.0K-$8802026-10-28
Hurley Capital, LLC
UNCHANGED696900%$8.7K$8.0K-$7962026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED671,961-1,894-97%$248.3K$7.6K-$240.7K2026-10-14
Prudent Man Investment Management, Inc.
NEW66—+66——$7.5K—2026-11-03
North Point Portfolio Managers Corp
NEW66—+66——$7.5K—2026-10-07
Creative Capital Management Investments LLC
INCREASED6216+46+288%$2.0K$7.1K+$5.0K2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED616100%$7.7K$7.0K-$7662026-10-16
Ameliora Wealth Management Ltd.
UNCHANGED505000%$6.3K$5.7K-$6292026-10-23
Granite FO LLC
UNCHANGED505000%$6.3K$5.7K-$6282026-10-14
Mosley Wealth Management
UNCHANGED383800%$4.8K$4.6K-$2562026-10-16
Alta Capital Management LLC/
NEW36—+36——$4.1K—2026-10-26
WestEnd Advisors, LLC
UNCHANGED353500%$4.4K$4.0K-$4402026-10-27
Tounjian Advisory Partners, LLC
INCREASED320+32—$55$3.6K+$3.6K2026-11-04
PayPay Securities Corp
DECREASED3237-5-14%$4.7K$3.6K-$1.0K2026-10-27
Team Financial Group, LLC
NEW31—+31——$3.6K—2026-10-30
Transce3nd, LLC
DECREASED3142-11-26%$5.3K$3.7K-$1.5K2026-10-26
Arlington Trust Co LLC
INCREASED3024+6+25%$3.0K$3.4K+$3822026-10-20
Retirement Wealth Solutions LLC
NEW28—+28——$3.2K—2026-10-07
Hudson Edge Investment Partners Inc.
DECREASED2751,617-51,590-100%$6.5M$3.1K-$6.5M2026-10-28
Strengthening Families & Communities, LLC
UNCHANGED262600%$3.3K$3.0K-$3212026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED262600%$3.3K$3.0K-$3272026-10-16
Marshall & Sterling Wealth Advisors Inc.
NEW20—+20——$2.3K—2026-10-28
Valued Wealth Advisors LLC
DECREASED1958-39-67%$7.4K$2.2K-$5.2K2026-11-05
Torren Management, LLC
UNCHANGED191900%$2.4K$2.2K-$2292026-10-29
Three Bridge Wealth Advisors, LLC
NEW18—+18——$2.1K—2026-11-05
Quaker Wealth Management, LLC
DECREASED1631-15-48%$3.9K$1.8K-$2.1K2026-10-22
Mountain Hill Investment Partners Corp.
UNCHANGED161600%$2.0K$1.8K-$1822026-10-23
Security National Bank
NEW13—+13——$1.5K—2026-10-26
Align Financial, LLC
NEW9—+9——$1.0K—2026-10-16
Phillip James Consulting Co.
UNCHANGED7700%$886$798-$882026-11-03
3 Factor Indexing, LLC
UNCHANGED4400%$507$457-$502026-10-15
DecisionPoint Financial, LLC
UNCHANGED3300%$378$342-$362026-10-27
Maryland Capital Advisors Inc.
UNCHANGED1100%$127$115-$122026-10-15
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED054,567-54,567-100%$6.9M$0-$6.9M2026-10-22
University of Texas S AM Investment Management Co
CLOSED042,128-42,128-100%$5.3M$0-$5.3M2026-11-03
Natixis
CLOSED029,574-29,574-100%$3.7M$0-$3.7M2026-11-06
GF Fund Management Co. Ltd.
CLOSED018,978-18,978-100%$2.4M$0-$2.4M2026-10-26
Compagnie Lombard Odier SCmA
CLOSED017,500-17,500-100%$2.2M$0-$2.2M2026-11-04
Garton & Associates Financial Advisors LLC
CLOSED016,757-16,757-100%$2.1M$0-$2.1M2026-10-30
Simplex Trading, LLC
CLOSED014,605-14,605-100%$1.8M$0-$1.8M2026-11-04
Premier Fund Managers Ltd
CLOSED012,500-12,500-100%$1.6K$0-$1.6K2026-11-02
Machina Capital S.A.S.
CLOSED010,628-10,628-100%$1.3M$0-$1.3M2026-11-05
Andrew Hill Investment Advisors, Inc.
CLOSED010,524-10,524-100%$1.3M$0-$1.3M2026-10-22
Bright Futures Wealth Management, Llc.
CLOSED010,403-10,403-100%$1.3M$0-$1.3M2026-10-23
Vestor Capital, LLC
CLOSED010,250-10,250-100%$455$0-$4552026-11-04
111 Capital
CLOSED07,983-7,983-100%$1.0M$0-$1.0M2026-11-03
Wellington Shields & Co., LLC
CLOSED06,049-6,049-100%$765.6K$0-$765.6K2026-11-03
Cynosure Group, LLC
CLOSED04,948-4,948-100%$626.3K$0-$626.3K2026-11-03
Aspiriant, LLC
CLOSED04,504-4,504-100%$570.2K$0-$570.2K2026-10-16
ABC Arbitrage SA
CLOSED03,527-3,527-100%$446.4K$0-$446.4K2026-10-23
OMC Financial Services LTD
CLOSED03,395-3,395-100%$429.7K$0-$429.7K2026-10-19
Waycross Partners, LLC
CLOSED03,061-3,061-100%$387.5K$0-$387.5K2026-11-03
Banyan Capital Management, Inc.
CLOSED02,493-2,493-100%$315.6K$0-$315.6K2026-11-05
Sunpointe, LLC
CLOSED02,463-2,463-100%$311.8K$0-$311.8K2026-10-22
Sterling Investment Counsel, LLC
CLOSED02,376-2,376-100%$300.8K$0-$300.8K2026-10-19
KTF Investments, LLC
CLOSED02,270-2,270-100%$287.3K$0-$287.3K2026-10-23
Klingman & Associates, LLC
CLOSED02,237-2,237-100%$283.2K$0-$283.2K2026-10-20
Churchill Financial Advisors, LLC
CLOSED02,200-2,200-100%$278.5K$0-$278.5K2026-10-20
Commonwealth Financial Services, LLC
CLOSED02,087-2,087-100%$264.1K$0-$264.1K2026-10-20
Canopy Partners, LLC
CLOSED02,080-2,080-100%$263.3K$0-$263.3K2026-10-28
MKT Advisors LLC
CLOSED02,016-2,016-100%$258.5K$0-$258.5K2026-10-20
Hamilton Capital, LLC
CLOSED01,898-1,898-100%$240.2K$0-$240.2K2026-10-08
AmeriServ Wealth Advisors
CLOSED01,881-1,881-100%$238.1K$0-$238.1K2026-10-21
Kornitzer Capital Management Inc
CLOSED01,844-1,844-100%$233.4K$0-$233.4K2026-11-03
Wright Wealth LLC
CLOSED01,827-1,827-100%$231.3K$0-$231.3K2026-10-29
FDx Advisors, Inc.
CLOSED01,791-1,791-100%$227.0K$0-$227.0K2026-11-05
Eagle Capital Management, LLC
CLOSED01,781-1,781-100%$225$0-$2252026-10-19
Wealth Management Nebraska
CLOSED01,769-1,769-100%$224.0K$0-$224.0K2026-10-26
Waldron Private Wealth LLC
CLOSED01,766-1,766-100%$223.5K$0-$223.5K2026-11-02
Newman Dignan & Sheerar, Inc.
CLOSED01,753-1,753-100%$221.9K$0-$221.9K2026-10-21
bLong Financial, LLC
CLOSED01,751-1,751-100%$221.6K$0-$221.6K2026-10-29
Kieckhefer Group LLC
CLOSED01,748-1,748-100%$221.3K$0-$221.3K2026-10-13
Bender Robert & Associates
CLOSED01,748-1,748-100%$221.3K$0-$221.3K2026-10-21
Legacy Advisors, LLC
CLOSED01,747-1,747-100%$221.1K$0-$221.1K2026-10-19
Madrona Financial Services, LLC
CLOSED01,736-1,736-100%$219.8K$0-$219.8K2026-10-23
Wingate Wealth Advisors, Inc.
CLOSED01,733-1,733-100%$219.4K$0-$219.4K2026-10-26
Alhambra Investment Management LLC
CLOSED01,719-1,719-100%$217.6K$0-$217.6K2026-10-15
Old Mission Investment Co LLC
CLOSED01,717-1,717-100%$217.3K$0-$217.3K2026-10-22
Capstone Wealth Management Group, Inc.
CLOSED01,712-1,712-100%$216.7K$0-$216.7K2026-10-19
Client 1ST Advisory Group, LLC
CLOSED01,712-1,712-100%$216.7K$0-$216.7K2026-10-19
LVZ, Inc.
CLOSED01,708-1,708-100%$216.2K$0-$216.2K2026-10-20
Wespac Advisors SoCal, LLC
CLOSED01,704-1,704-100%$215.7K$0-$215.7K2026-10-13
BNB Wealth Management, LLC
CLOSED01,702-1,702-100%$215.4K$0-$215.4K2026-10-28
Private Client Services, LLC
CLOSED01,699-1,699-100%$215.1K$0-$215.1K2026-10-02
MBE Wealth Management, LLC
CLOSED01,692-1,692-100%$214.1K$0-$214.1K2026-10-26
Warren Street Wealth Advisors, LLC
CLOSED01,692-1,692-100%$214.2K$0-$214.2K2026-11-04
Eagle Rock Investment Company, LLC
CLOSED01,685-1,685-100%$213.3K$0-$213.3K2026-10-21
Mallini Complete Financial Planning LLC
CLOSED01,682-1,682-100%$212.9K$0-$212.9K2026-10-06
FSM Wealth Advisors, LLC
CLOSED01,677-1,677-100%$212.3K$0-$212.3K2026-10-27
MRA Advisory Group
CLOSED01,669-1,669-100%$211.3K$0-$211.3K2026-10-07
Alternative Investment Advisors, Llc.
CLOSED01,668-1,668-100%$211.2K$0-$211.2K2026-11-03
Smith Partners Wealth Management, LLC
CLOSED01,664-1,664-100%$210.6K$0-$210.6K2026-11-05
Good Harbor Advisors, Inc.
CLOSED01,655-1,655-100%$209.5K$0-$209.5K2026-10-20
Saxon Interests, Inc.
CLOSED01,653-1,653-100%$209.2K$0-$209.2K2026-10-26
Mirador Capital Partners LP
CLOSED01,653-1,653-100%$209.2K$0-$209.2K2026-10-09
SkyOak Wealth, LLC
CLOSED01,652-1,652-100%$209.1K$0-$209.1K2026-10-28
One Way Holdings LLC
CLOSED01,647-1,647-100%$208.5K$0-$208.5K2026-10-29
Compass Ion Advisors, LLC
CLOSED01,639-1,639-100%$207.5K$0-$207.5K2026-10-23
Marin Bay Wealth Advisors, LLC
CLOSED01,637-1,637-100%$207.3K$0-$207.3K2026-10-28
Crew Capital Management, Ltd
CLOSED01,631-1,631-100%$206.5K$0-$206.5K2026-10-28
Traveka Wealth, LLC
CLOSED01,628-1,628-100%$206.1K$0-$206.1K2026-10-19
Brighton Securities Corp.
CLOSED01,622-1,622-100%$205.3K$0-$205.3K2026-10-08
Pinion Investment Advisors, LLC
CLOSED01,609-1,609-100%$203.7K$0-$203.7K2026-11-04
Northeast Investment Management
CLOSED01,605-1,605-100%$203.2K$0-$203.2K2026-10-30
Symmetry Partners, LLC
CLOSED01,605-1,605-100%$203.1K$0-$203.1K2026-10-27
Fusion Capital, LLC
CLOSED01,605-1,605-100%$203.1K$0-$203.1K2026-10-28
180 Wealth Advisors, LLC
CLOSED01,603-1,603-100%$202.9K$0-$202.9K2026-11-03
Arbor Wealth Advisors LLC
CLOSED01,602-1,602-100%$202.8K$0-$202.8K2026-10-09
Buckhead Capital Management LLC
CLOSED01,599-1,599-100%$202.4K$0-$202.4K2026-11-03
Quadrant Private Wealth Management, LLC
CLOSED01,599-1,599-100%$202.3K$0-$202.3K2026-11-04
A. D. Beadell Investment Counsel, Inc.
CLOSED01,599-1,599-100%$202$0-$2022026-10-14
TruNorth Capital Management, LLC
CLOSED01,590-1,590-100%$201.3K$0-$201.3K2026-10-14
Spectrum Wealth Advisory Group, LLC
CLOSED01,392-1,392-100%$176.2K$0-$176.2K2026-10-29
Family Legacy Financial Solutions, LLC
CLOSED01,232-1,232-100%$155.9K$0-$155.9K2026-10-07
Caitong International Asset Management Co., Ltd
CLOSED01,125-1,125-100%$142.4K$0-$142.4K2026-10-29
LifeSteps Financial, Inc.
CLOSED01,100-1,100-100%$139.2K$0-$139.2K2026-10-15
Wealth Preservation Advisors, LLC
CLOSED01,000-1,000-100%$126.6K$0-$126.6K2026-11-05
Wellington Shields Capital Management, LLC
CLOSED0630-630-100%$79.7K$0-$79.7K2026-11-03
Catalyst Capital Advisors LLC
CLOSED0468-468-100%$59.2K$0-$59.2K2026-11-02
Cornerstone Planning Group LLC
CLOSED0453-453-100%$58.0K$0-$58.0K2026-10-16
Gill Capital Partners, LLC
CLOSED0309-309-100%$39.1K$0-$39.1K2026-10-13
Chapman Financial Group, LLC
CLOSED0256-256-100%$32.4K$0-$32.4K2026-10-26
Vermillion Wealth Management, Inc.
CLOSED0250-250-100%$31.6K$0-$31.6K2026-10-26
Lipe & Dalton
CLOSED0243-243-100%$31$0-$312026-10-15
Obsidian CIO, LLC
CLOSED0233-233-100%$29.5K$0-$29.5K2026-11-05
Marquette Asset Management, LLC
CLOSED0162-162-100%$20.5K$0-$20.5K2026-10-09
Robinswood Financial LLC
CLOSED0157-157-100%$20.0K$0-$20.0K2026-10-20
Atlatl Advisers LLC
CLOSED0151-151-100%$19.1K$0-$19.1K2026-10-22
Decker Retirement Planning Inc.
CLOSED0117-117-100%$14.8K$0-$14.8K2026-10-19
Whipplewood Advisors, LLC
CLOSED075-75-100%$9.5K$0-$9.5K2026-10-20
Activest Wealth Management
CLOSED074-74-100%$9.4K$0-$9.4K2026-10-15
Stone House Investment Management, LLC
CLOSED057-57-100%$7.2K$0-$7.2K2026-10-23
Newton One Investments LLC
CLOSED046-46-100%$5.8K$0-$5.8K2026-10-14
Clean Yield Group
CLOSED042-42-100%$5.3K$0-$5.3K2026-10-28
Carolina Wealth Advisors, LLC
CLOSED040-40-100%$5.1K$0-$5.1K2026-10-23
Raiffeisen Bank International AG
CLOSED039-39-100%$5.0K$0-$5.0K2026-10-28
Nvest Wealth Strategies, Inc.
CLOSED010-10-100%$1.3K$0-$1.3K2026-10-14
Trifecta Capital Advisors, LLC
CLOSED09-9-100%$1.1K$0-$1.1K2026-10-21
Breakwater Investment Management
CLOSED08-8-100%$1.0K$0-$1.0K2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED04-4-100%$474$0-$4742026-10-16
Navigoe, LLC
CLOSED03-3-100%$0$0$02026-11-04
Evolution Advisers, Inc.
CLOSED02-2-100%$0$0$02026-11-06
BlackRock, Inc.
N/A—70,543,988-70,543,988-100%$8.9B———
Vanguard Capital Management LLC
N/A—50,837,658-50,837,658-100%$6.4B———
State Street Corp
N/A—44,953,588-44,953,588-100%$5.7B———
Vanguard Portfolio Management LLC
N/A—20,366,327-20,366,327-100%$2.6B———
Morgan Stanley
N/A—13,107,459-13,107,459-100%$1.7B———
Massachusetts Financial Services Co
N/A—12,742,489-12,742,489-100%$1.6B———
Franklin Resources Inc
N/A—10,537,072-10,537,072-100%$1.3B———
FMR LLC
N/A—9,703,239-9,703,239-100%$1.2B———
Charles Schwab Investment Management Inc
N/A—9,226,192-9,226,192-100%$1.2B———
Bank of America Corp
N/A—8,867,628-8,867,628-100%$1.1B———
Royal Bank of Canada
N/A—7,296,529-7,296,529-100%$923.6M———
Northern Trust Corp
N/A—7,243,531-7,243,531-100%$916.9M———
Nuveen, LLC
N/A—6,532,464-6,532,464-100%$826.9M———
GQG Partners LLC
N/A—6,503,039-6,503,039-100%$823.2M———
Wellington Management Group LLP
N/A—6,243,806-6,243,806-100%$790.3M———
Legal & General Group Plc
N/A—5,958,441-5,958,441-100%$754.2M———
Goldman Sachs Group Inc
N/A—5,613,909-5,613,909-100%$710.6M———
Invesco Ltd.
N/A—4,742,913-4,742,913-100%$600.4M———
Capital Research Global Investors
N/A—4,499,424-4,499,424-100%$569.5M———
Raymond James Financial Inc
N/A—4,470,007-4,470,007-100%$565.8M———
Vanguard Fiduciary Trust Co
N/A—4,374,832-4,374,832-100%$553.8M———
UBS Asset Management Americas LLC
N/A—4,001,270-4,001,270-100%$506.5M———
Wells Fargo & Company
N/A—3,956,407-3,956,407-100%$500.8M———
Federated Hermes, Inc.
N/A—3,816,303-3,816,303-100%$483.1M———
American Century Companies Inc
N/A—3,689,898-3,689,898-100%$467.1M———
JPMorgan Chase & Co
N/A—3,633,938-3,633,938-100%$466.3M———
State Farm Mutual Automobile Insurance Co
N/A—3,569,308-3,569,308-100%$451.8M———
UBS Group AG
N/A—2,939,189-2,939,189-100%$372.0M———
Jupiter Topco LLC
N/A—2,871,434-2,871,434-100%$363.5M———
Capital Wealth Planning, LLC
N/A—2,865,666-2,865,666-100%$362.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,708,961-2,708,961-100%$342.9M———
Envestnet Asset Management Inc
N/A—2,559,645-2,559,645-100%$324.0M———
Deutsche Bank Ag\
N/A—2,227,946-2,227,946-100%$282.0M———
Swiss National Bank
N/A—2,194,741-2,194,741-100%$277.8M———
National Pension Service
N/A—2,124,004-2,124,004-100%$268.9M———
Citadel Advisors LLC
N/A—2,014,703-2,014,703-100%$255.0M———
First Trust Advisors LP
N/A—1,982,053-1,982,053-100%$250.9M———
Caisse de Depot ET Placement DU Quebec
N/A—1,949,212-1,949,212-100%$246.7M———
Cullen Capital Management, LLC
N/A—1,933,412-1,933,412-100%$244.7M———
Vanguard Global Advisers, LLC
N/A—1,758,975-1,758,975-100%$222.7M———
Jones Financial Companies Lllp
N/A—1,743,676-1,743,676-100%$223.7M———
Bank of Montreal
N/A—1,705,120-1,705,120-100%$215.8M———
HSBC Holdings PLC
N/A—1,666,269-1,666,269-100%$211.3M———
Vanguard Asset Management, Ltd
N/A—1,659,717-1,659,717-100%$210.1M———
California Public Employees Retirement System
N/A—1,546,087-1,546,087-100%$195.7M———
Cohen & Steers, Inc.
N/A—1,538,590-1,538,590-100%$194.8M———
Voya Investment Management LLC
N/A—1,435,217-1,435,217-100%$181.4M———
Ensign Peak Advisors, Inc
N/A—1,428,587-1,428,587-100%$180.8M———
Empower Advisory Group, LLC
N/A—1,406,743-1,406,743-100%$178.1M———
Price T Rowe Associates Inc
N/A—1,309,489-1,309,489-100%$165.8M———
Rhumbline Advisers
N/A—1,282,896-1,282,896-100%$162.4M———
BNP Paribas Financial Markets
N/A—1,201,829-1,201,829-100%$152.1M———
Focus Partners Wealth
N/A—1,154,784-1,154,784-100%$146.2M———
Prudential Financial Inc
N/A—1,154,750-1,154,750-100%$146.2M———
Energy Income Partners, LLC
N/A—1,120,607-1,120,607-100%$141.8M———
Ameriprise Financial Inc
N/A—1,086,964-1,086,964-100%$137.5M———
Mariner, LLC
N/A—1,057,875-1,057,875-100%$133.9M———
Natixis Advisors, LLC
N/A—1,025,515-1,025,515-100%$129.8M———
Bessemer Group Inc
N/A—912,054-912,054-100%$115.4M———
California State Teachers Retirement System
N/A—906,438-906,438-100%$114.7M———
Great Lakes Advisors, LLC
N/A—886,332-886,332-100%$112.2M———
Quantinno Capital Management LP
N/A—868,816-868,816-100%$110.0M———
Alliancebernstein L.P.
N/A—865,066-865,066-100%$113.3M———
Stifel Financial Corp
N/A—832,564-832,564-100%$105.4M———
Manufacturers Life Insurance Company, the
N/A—820,813-820,813-100%$103.9M———
Treasurer of the State of North Carolina
N/A—810,189-810,189-100%$102.6M———
Victory Capital Management Inc
N/A—809,490-809,490-100%$102.5M———
Nomura Asset Management International Inc.
N/A—787,354-787,354-100%$99.7M———
Vanguard Investments Australia, Ltd.
N/A—777,179-777,179-100%$98.4M———
Janney Montgomery Scott LLC
N/A—766,917-766,917-100%$97.1M———
Baird Financial Group, Inc.
N/A—753,875-753,875-100%$95.4M———
Clark Capital Management Group, Inc.
N/A—752,101-752,101-100%$95.2M———
Qube Research & Technologies Ltd
N/A—744,129-744,129-100%$94.2M———
Renaissance Technologies LLC
N/A—739,550-739,550-100%$93.6M———
Canada Pension Plan Investment Board
N/A—736,492-736,492-100%$93.2M———
HighTower Advisors, LLC
N/A—718,065-718,065-100%$90.9M———
New York State Common Retirement Fund
N/A—716,976-716,976-100%$90.8M———
APG Asset Management N.V.
N/A—709,885-709,885-100%$78.6M———
Cetera Investment Advisers
N/A—701,076-701,076-100%$88.7M———
State Board of Administration of Florida Retirement System
N/A—658,509-658,509-100%$83.4M———
FIL Ltd
N/A—647,251-647,251-100%$81.9M———
Osaic Holdings, Inc.
N/A—626,941-626,941-100%$79.3M———
Advisors Capital Management, LLC
N/A—615,104-615,104-100%$77.9M———
Bartlett & Co. Wealth Management LLC
N/A—580,535-580,535-100%$73.5M———
SEI Investments Co
N/A—578,664-578,664-100%$73.3M———
Macquarie Group LTD
N/A—573,538-573,538-100%$72.6M———
Schroder Investment Management Group
N/A—571,238-571,238-100%$73.3M———
Korea Investment Corp
N/A—569,470-569,470-100%$72.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—561,740-561,740-100%$71.1M———
AQR Capital Management LLC
N/A—559,063-559,063-100%$70.8M———
Squarepoint Ops LLC
N/A—553,673-553,673-100%$70.1M———
Milford Funds LTD
N/A—552,093-552,093-100%$69.9M———
Nordea Investment Management AB
N/A—531,966-531,966-100%$67.8M———
National Bank of Canada
N/A—502,004-502,004-100%$63.5M———
Captrust Financial Advisors
N/A—501,296-501,296-100%$63.5M———
Canada Life Assurance Co
N/A—483,657-483,657-100%$61.1M———
Gotham Asset Management, LLC
N/A—479,341-479,341-100%$60.7M———
MML Investors Services, LLC
N/A—468,221-468,221-100%$59.3M———
Arrowstreet Capital, Limited Partnership
N/A—454,558-454,558-100%$57.5M———
Yaupon Capital Management LP
N/A—449,340-449,340-100%$56.9M———
Magellan Asset Management Ltd
N/A—442,471-442,471-100%$56.0M———
Bridgewater Associates, LP
N/A—442,098-442,098-100%$56.0M———
Cerity Partners LLC
N/A—433,711-433,711-100%$54.9M———
Lazard Asset Management LLC
N/A—418,993-418,993-100%$53.0M———
State of Wisconsin Investment Board
N/A—414,091-414,091-100%$52.4M———
Investment Management Corp of Ontario
N/A—397,472-397,472-100%$50.3M———
Epoch Investment Partners, Inc.
N/A—396,647-396,647-100%$50.2M———
Chevy Chase Trust Holdings, LLC
N/A—380,561-380,561-100%$48.2M———
M&T Bank Corp
N/A—362,712-362,712-100%$45.9M———
TD Asset Management Inc
N/A—352,779-352,779-100%$44.7M———
Vestcor Inc
N/A—346,475-346,475-100%$43.9M———
Stephens Inc
N/A—345,986-345,986-100%$43.9M———
Edgar Lomax Co
N/A—344,981-344,981-100%$43.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—338,094-338,094-100%$42.8M———
Van Eck Associates Corp
N/A—337,649-337,649-100%$42.7M———
Gabelli Funds LLC
N/A—332,000-332,000-100%$42.0M———
Guggenheim Capital LLC
N/A—331,761-331,761-100%$42.0M———
Commerce Bank
N/A—329,494-329,494-100%$41.7M———
Crawford Investment Counsel Inc
N/A—329,234-329,234-100%$41.7M———
Balyasny Asset Management L.P.
N/A—326,944-326,944-100%$41.4M———
Omers Administration Corp
N/A—326,649-326,649-100%$41.3M———
Public Employees Retirement System of Ohio
N/A—321,560-321,560-100%$40.7M———
SG Americas Securities, LLC
N/A—321,004-321,004-100%$40.6M———
Worldquant Millennium Advisors LLC
N/A—319,249-319,249-100%$40.4M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—318,838-318,838-100%$40.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—312,139-312,139-100%$39.3M———
Nomura Asset Management Co LTD
N/A—310,835-310,835-100%$39.3M———
Resona Asset Management Co.,Ltd.
N/A—300,933-300,933-100%$38.2M———
Vinva Investment Management Ltd
N/A—296,847-296,847-100%$38.1M———
Mayflower Financial Advisors, LLC
N/A—290,804-290,804-100%$36.8M———
Aberdeen Group plc
N/A—290,342-290,342-100%$36.8M———
Rockefeller Capital Management L.P.
N/A—283,366-283,366-100%$35.9M———
Teacher Retirement System of Texas
N/A—271,283-271,283-100%$34.3M———
Neuberger Berman Group LLC
N/A—268,904-268,904-100%$34.0M———
State of Tennessee, Department of Treasury
N/A—268,823-268,823-100%$34.0M———
Toronto Dominion Bank
N/A—259,205-259,205-100%$32.8M———
Mercer Global Advisors Inc
N/A—252,532-252,532-100%$32.0M———
Huntington National Bank
N/A—251,832-251,832-100%$31.9M———
Heritage Wealth Advisors
N/A—251,426-251,426-100%$31.8M———
Thomasville National Bank
N/A—245,601-245,601-100%$31.1M———
Fukoku Mutual Life Insurance Co
N/A—244,404-244,404-100%$30.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—243,459-243,459-100%$30.8M———
Pinnacle Financial Partners, Inc.
N/A—239,778-239,778-100%$30.4M———
CIBC Bancorp USA Inc.
N/A—230,795-230,795-100%$29.2M———
Liberty One Investment Management, LLC
N/A—230,763-230,763-100%$29.2M———
NewEdge Advisors, LLC
N/A—230,694-230,694-100%$29.2M———
Public Sector Pension Investment Board
N/A—222,611-222,611-100%$28.2M———
&partners
N/A—222,048-222,048-100%$28.1M———
Aptus Capital Advisors, LLC
N/A—221,444-221,444-100%$28.0M———
Sanctuary Advisors, LLC
N/A—218,196-218,196-100%$27.6M———
CSM Advisors, LLC
N/A—216,822-216,822-100%$27.4M———
Two Sigma Investments, LP
N/A—215,046-215,046-100%$27.2M———
BNP Paribas Asset Management Holding S.A.
N/A—212,442-212,442-100%$26.9M———
Hancock Whitney Corp
N/A—208,032-208,032-100%$26.3M———
Aventail Capital Group, LP
N/A—206,487-206,487-100%$26.1M———
Envestnet Portfolio Solutions, Inc.
N/A—202,714-202,714-100%$25.7M———
Steward Partners Investment Advisory, LLC
N/A—196,991-196,991-100%$24.9M———
D. E. Shaw & Co., Inc.
N/A—189,596-189,596-100%$24.0M———
Credit Agricole S A
N/A—189,494-189,494-100%$24.0M———
Silvercrest Asset Management Group LLC
N/A—187,981-187,981-100%$23.8M———
O'shaughnessy Asset Management, LLC
N/A—186,279-186,279-100%$23.6M———
Bollard Group LLC
N/A—185,749-185,749-100%$23.5M———
Acadian Asset Management LLC
N/A—181,607-181,607-100%$23.0M———
QRG Capital Management, Inc.
N/A—180,200-180,200-100%$22.8M———
MetLife Investment Management, LLC
N/A—178,343-178,343-100%$22.6M———
Allianz Asset Management GmbH
N/A—178,050-178,050-100%$22.5M———
Intech Investment Management LLC
N/A—175,584-175,584-100%$22.2M———
Royal London Asset Management LTD
N/A—174,055-174,055-100%$22.0M———
Wealthfront Advisers LLC
N/A—172,567-172,567-100%$21.8M———
Millennium Management LLC
N/A—171,209-171,209-100%$21.7M———
Woodline Partners LP
N/A—170,078-170,078-100%$21.5M———
Nomura Holdings Inc
N/A—168,124-168,124-100%$21.3M———
Shelton Capital Management
N/A—159,685-159,685-100%$20.2M———
Orion Porfolio Solutions, LLC
N/A—152,002-152,002-100%$19.2M———
Northwestern Mutual Wealth Management Co
N/A—151,357-151,357-100%$19.2M———
Bruce & Co., Inc.
N/A—144,816-144,816-100%$18.3M———
Vanguard Personalized Indexing Management, LLC
N/A—142,989-142,989-100%$18.1M———
Fayez Sarofim & Co
N/A—138,072-138,072-100%$17.5M———
Daiichi Life Insurance Co., Ltd.
N/A—137,279-137,279-100%$17.4M———
Colonial Trust Advisors
N/A—135,471-135,471-100%$17.1M———
Waverly Advisors, LLC
N/A—126,743-126,743-100%$16.0M———
Beck Mack & Oliver LLC
N/A—126,395-126,395-100%$16.0M———
Bogart Wealth, LLC
N/A—125,886-125,886-100%$15.9M———
Sone Capital Management, LLC
N/A—125,098-125,098-100%$15.8M———
South Dakota Investment Council
N/A—124,207-124,207-100%$15.7M———
Independent Advisor Alliance
N/A—123,435-123,435-100%$15.6M———
Mediolanum International Funds Ltd
N/A—120,484-120,484-100%$15.5M———
Stonebridge Capital Advisors LLC
N/A—119,774-119,774-100%$15.2M———
Bank of Nova Scotia
N/A—118,846-118,846-100%$15.0M———
Utah Retirement Systems
N/A—118,293-118,293-100%$15.0M———
USS Investment Management Ltd
N/A—118,178-118,178-100%$15.0M———
Police & Firemen's Retirement System of New Jersey
N/A—116,763-116,763-100%$14.8M———
British Columbia Investment Management Corp
N/A—116,718-116,718-100%$14.8M———
Bcwm, LLC
N/A—116,087-116,087-100%$14.7M———
Capitolis Liquid Global Markets LLC
N/A—110,000-110,000-100%$13.9M———
Martingale Asset Management L P
N/A—109,156-109,156-100%$13.8M———
CCM Investment Advisers LLC
N/A—107,967-107,967-100%$13.7M———
Pathstone Holdings, LLC
N/A—105,398-105,398-100%$13.4M———
Nissay Asset Management Corp N
N/A—103,861-103,861-100%$13.1M———
Lowe Brockenbrough & Co Inc
N/A—101,942-101,942-100%$12.9M———
Edgestream Partners, L.P.
N/A—100,170-100,170-100%$12.7M———
Blair William & Co
N/A—99,204-99,204-100%$12.6M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—97,029-97,029-100%$12.3M———
Azimuth Capital Investment Management LLC
N/A—96,334-96,334-100%$12.2M———
Public Employees Retirement Association of Colorado
N/A—95,589-95,589-100%$12.1M———
SageGuard Financial Group, LLC
N/A—94,682-94,682-100%$12.0M———
HFR Wealth Management, LLC
N/A—93,901-93,901-100%$11.9M———
Biondo Investment Advisors, LLC
N/A—93,081-93,081-100%$11.8M———
Fairview Capital Investment Management, LLC
N/A—87,623-87,623-100%$11.1M———
Rafferty Asset Management, LLC
N/A—86,106-86,106-100%$10.9M———
RWA Wealth Partners, LLC
N/A—86,020-86,020-100%$10.9M———
Tower Bridge Advisors
N/A—85,105-85,105-100%$10.8M———
Alley Investment Management Company, LLC
N/A—84,809-84,809-100%$10.7M———
Metis Global Partners, LLC
N/A—84,401-84,401-100%$10.7M———
Anchor Investment Management, LLC
N/A—82,510-82,510-100%$10.4M———
Benjamin Edwards Inc
N/A—80,744-80,744-100%$10.2M———
Advisory Services Network, LLC
N/A—79,942-79,942-100%$10.1M———
Harbour Investments, Inc.
N/A—78,752-78,752-100%$10.0M———
XTX Topco Ltd
N/A—76,512-76,512-100%$9.7M———
Private Advisor Group, LLC
N/A—75,287-75,287-100%$9.5M———
Kingsview Wealth Management, LLC
N/A—74,137-74,137-100%$9.4M———
Bellars Harris Wealth Management, LLC
N/A—73,740-73,740-100%$9.3M———
Allstate Corp
N/A—73,439-73,439-100%$9.3M———
Ilex Capital Partners (UK) LLP
N/A—70,612-70,612-100%$8.9M———
Glenmede Trust Co NA
N/A—69,499-69,499-100%$8.8M———
Beacon Pointe Advisors, LLC
N/A—68,769-68,769-100%$8.7M———
Argent Trust Co
N/A—67,492-67,492-100%$8.5M———
New England Asset Management Inc
N/A—67,005-67,005-100%$8.5M———
Global Retirement Partners, LLC
N/A—66,982-66,982-100%$8.5M———
Campbell & Co Investment Adviser LLC
N/A—66,606-66,606-100%$8.4M———
Vident Advisory, LLC
N/A—66,142-66,142-100%$8.4M———
New Age Alpha Advisors, LLC
N/A—65,862-65,862-100%$8.3M———
Windward Capital Management Co
N/A—64,368-64,368-100%$8.1M———
Horizon Investments, LLC
N/A—63,683-63,683-100%$8.1M———
Canada Post Corp Registered Pension Plan
N/A—62,445-62,445-100%$7.9M———
Reliant Investment Partners, LLC
N/A—62,256-62,256-100%$7.9M———
Founders Financial Alliance, LLC
N/A—61,987-61,987-100%$7.8M———
KKM Financial LLC
N/A—61,196-61,196-100%$7.7M———
Susquehanna International Group, LLP
N/A—61,148-61,148-100%$7.7M———
Red Door Wealth Management, LLC
N/A—61,118-61,118-100%$7.7M———
Mizuho Securities USA LLC
N/A—61,034-61,034-100%$7.7M———
TriCert Investment Counsel Inc.
N/A—60,705-60,705-100%$7.7M———
Teachers Retirement System of the State of Kentucky
N/A—60,633-60,633-100%$7.7M———
Panagora Asset Management Inc
N/A—60,032-60,032-100%$7.6M———
United Capital Financial Advisors, LLC
N/A—59,396-59,396-100%$7.5M———
Federation des caisses Desjardins du Quebec
N/A—59,190-59,190-100%$7.5M———
Caprock Group, LLC
N/A—58,979-58,979-100%$7.5M———
Loomis Sayles & Co L P
N/A—58,360-58,360-100%$7.4M———
Capital & Planning, LLC
N/A—58,318-58,318-100%$7.4M———
Pacer Advisors, Inc.
N/A—58,092-58,092-100%$7.4M———
Colonial Trust Co / SC
N/A—57,913-57,913-100%$7.3M———
Capital Fund Management S.A.
N/A—57,534-57,534-100%$7.3M———
Estabrook Capital Management
N/A—57,176-57,176-100%$7.2M———
Sequoia Financial Advisors, LLC
N/A—56,447-56,447-100%$7.1M———
Tidal Investments LLC
N/A—56,195-56,195-100%$7.1M———
Calydon Capital
N/A—55,240-55,240-100%$7.0M———
Stratos Wealth Partners, Ltd.
N/A—54,789-54,789-100%$6.9M———
Saudi Central Bank
N/A—54,475-54,475-100%$6.9M———
Geneos Wealth Management Inc.
N/A—53,985-53,985-100%$6.8M———
ProVise Management Group, LLC
N/A—53,181-53,181-100%$6.7M———
Equitable Holdings, Inc.
N/A—53,087-53,087-100%$6.7M———
Principal Securities, Inc.
N/A—52,886-52,886-100%$6.7M———
Coldstream Capital Management Inc
N/A—51,809-51,809-100%$6.6M———
Brown Advisory Inc
N/A—51,802-51,802-100%$6.6M———
Moors & Cabot, Inc.
N/A—51,784-51,784-100%$6.6M———
Eventide Asset Management, LLC
N/A—51,662-51,662-100%$6.6M———
Canal Capital Management, LLC
N/A—51,482-51,482-100%$6.5M———
Prudential PLC
N/A—51,477-51,477-100%$6.5M———
NewSquare Capital LLC
N/A—51,461-51,461-100%$6.5M———
Advisors Asset Management, Inc.
N/A—50,852-50,852-100%$6.4M———
Empowered Funds, LLC
N/A—50,244-50,244-100%$6.4M———
Providence Capital Advisors, LLC
N/A—49,564-49,564-100%$6.3M———
Spirepoint Private Client, LLC
N/A—49,227-49,227-100%$6.2M———
Schnieders Capital Management, Llc.
N/A—49,223-49,223-100%$6.2M———
Kentucky Retirement Systems
N/A—49,114-49,114-100%$6.2M———
Rice Partnership, LLC
N/A—48,171-48,171-100%$6.1M———
Voloridge Investment Management, LLC
N/A—47,796-47,796-100%$6.1M———
IFG Advisory, LLC
N/A—47,743-47,743-100%$6.0M———
River Road Asset Management, LLC
N/A—47,430-47,430-100%$6.0M———
Integrated Wealth Concepts LLC
N/A—47,241-47,241-100%$6.0M———
MAI Capital Management
N/A—47,112-47,112-100%$6.0M———
Punch & Associates Investment Management, Inc.
N/A—46,677-46,677-100%$5.9M———
Cary Street Partners Financial LLC
N/A—46,487-46,487-100%$5.9M———
Dean Investment Associates, LLC
N/A—46,471-46,471-100%$5.9M———
Boston Research & Management Inc
N/A—45,624-45,624-100%$5.8M———
Tocqueville Asset Management L.P.
N/A—45,531-45,531-100%$5.8M———
Arkadios Wealth Advisors
N/A—45,451-45,451-100%$5.8M———
Regal Investment Advisors LLC
N/A—45,339-45,339-100%$5.7M———
AE Wealth Management LLC
N/A—44,415-44,415-100%$5.6M———
Andra Ap-fonden
N/A—44,200-44,200-100%$5.6M———
Sargent Investment Group, LLC
N/A—43,832-43,832-100%$5.5M———
SouthState Bank Corp
N/A—43,805-43,805-100%$5.5M———
one8zero8, LLC
N/A—43,301-43,301-100%$5.5M———
Covington Investment Advisors Inc.
N/A—42,944-42,944-100%$5.4M———
Seven Springs Wealth Group, LLC
N/A—42,526-42,526-100%$5.4M———
CIBC World Market Inc.
N/A—42,410-42,410-100%$5.4M———
FAS Wealth Partners, Inc.
N/A—42,068-42,068-100%$5.3M———
Holderness Investments Co
N/A—41,566-41,566-100%$5.3M———
Morgan Dempsey Capital Management LLC
N/A—41,552-41,552-100%$5.3M———
Arax Advisory Partners
N/A—41,073-41,073-100%$5.2M———
EP Wealth Advisors, LLC
N/A—40,955-40,955-100%$5.2M———
Engineers Gate Manager LP
N/A—40,613-40,613-100%$5.1M———
Slagle Financial, LLC
N/A—40,352-40,352-100%$5.1M———
1832 Asset Management L.P.
N/A—40,338-40,338-100%$5.1M———
Kettle Hill Capital Management, LLC
N/A—40,230-40,230-100%$5.1M———
Johnson Investment Counsel Inc
N/A—39,931-39,931-100%$5.1M———
Atlantic Union Bankshares Corp
N/A—39,598-39,598-100%$5.0M———
RNC Capital Management LLC
N/A—39,556-39,556-100%$5.0M———
Texas Yale Capital Corp.
N/A—39,509-39,509-100%$5.0M———
Norinchukin Bank, The
N/A—39,455-39,455-100%$5.0M———
OneDigital Investment Advisors LLC
N/A—39,454-39,454-100%$5.0M———
Morton Community Bank
N/A—38,497-38,497-100%$4.9M———
Brown Brothers Harriman & Co
N/A—38,320-38,320-100%$4.9M———
Elo Mutual Pension Insurance Co
N/A—38,116-38,116-100%$4.8M———
Pure Financial Advisors, LLC
N/A—37,983-37,983-100%$4.8M———
Pinebridge Investments LLC
N/A—37,966-37,966-100%$4.8M———
Zimmer Partners, LP
N/A—37,500-37,500-100%$4.7M———
Peapack Gladstone Financial Corp
N/A—36,819-36,819-100%$4.7M———
Jane Street Group, LLC
N/A—36,717-36,717-100%$4.6M———
Banque Cantonale Vaudoise
N/A—36,476-36,476-100%$4.6M———
FourThought Financial Partners, LLC
N/A—36,411-36,411-100%$4.6M———
Rothschild Investment LLC
N/A—36,220-36,220-100%$4.6M———
Leavell Investment Management, Inc.
N/A—36,014-36,014-100%$4.6M———
LGT Fund Management Co Ltd.
N/A—35,775-35,775-100%$4.5M———
Bragg Financial Advisors, Inc
N/A—35,710-35,710-100%$4.5M———
Summit Trail Advisors, LLC
N/A—35,653-35,653-100%$4.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—35,110-35,110-100%$4.4M———
Farmers National Bank
N/A—35,003-35,003-100%$4.4M———
Simmons Bank
N/A—34,896-34,896-100%$4.4M———
Marco Investment Management LLC
N/A—34,215-34,215-100%$4.3M———
Sciencast Management LP
N/A—34,036-34,036-100%$4.3M———
Snowden Capital Advisors LLC
N/A—33,356-33,356-100%$4.2M———
Occudo Quantitative Strategies LP
N/A—32,847-32,847-100%$4.2M———
GWN Securities Inc.
N/A—32,786-32,786-100%$4.2M———
Stock Yards Bank & Trust Co
N/A—32,599-32,599-100%$4.1M———
Bleakley Financial Group, LLC
N/A—32,329-32,329-100%$4.1M———
Te Ahumairangi Investment Management Ltd
N/A—32,170-32,170-100%$4.1M———
Coastal Bridge Advisors, LLC
N/A—32,081-32,081-100%$4.1M———
Hamel Associates, Inc.
N/A—32,011-32,011-100%$4.1M———
Old North State Trust, LLC
N/A—31,580-31,580-100%$4.0M———
World Investment Advisors
N/A—31,502-31,502-100%$4.1M———
Empirical Finance, LLC
N/A—31,163-31,163-100%$3.9M———
PFG Investments, LLC
N/A—31,072-31,072-100%$3.9M———
KCM Capital Inc
N/A—31,000-31,000-100%$3.9M———
Carson Advisory Inc.
N/A—30,595-30,595-100%$3.9M———
Mufg Securities Emea plc
N/A—30,514-30,514-100%$3.9M———
Fox Hill Wealth Management
N/A—30,074-30,074-100%$3.8M———
Emerald Investment Advisers, LLC
N/A—28,900-28,900-100%$3.7M———
Foundations Investment Advisors, LLC
N/A—28,782-28,782-100%$3.6M———
Marshall Investment Management, LLC
N/A—28,395-28,395-100%$3.6M———
Twin Capital Management Inc
N/A—28,252-28,252-100%$3.6M———
Ally Financial Inc.
N/A—28,000-28,000-100%$3.5M———
Empire Financial Management Company, LLC
N/A—27,986-27,986-100%$3.5M———
NorthCoast Asset Management LLC
N/A—27,509-27,509-100%$3.5M———
LSV Asset Management
N/A—27,214-27,214-100%$3.4M———
Guardian Capital LP
N/A—26,966-26,966-100%$3.4M———
Morningstar Investment Management LLC
N/A—26,772-26,772-100%$3.5M———
Hall Capital Management Co Inc
N/A—26,562-26,562-100%$3.4M———
Logan Capital Management Inc
N/A—25,912-25,912-100%$3.3M———
Trustmark Bank Trust Department
N/A—25,816-25,816-100%$3.3M———
Commerzbank Aktiengesellschaft
N/A—25,616-25,616-100%$3.2M———
Smartleaf Asset Management LLC
N/A—25,543-25,543-100%$3.3M———
Rowlandmiller & Partners.adv
N/A—25,234-25,234-100%$3.2M———
BFC Planning, Inc.
N/A—25,041-25,041-100%$3.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—24,995-24,995-100%$3.2M———
Ranch Capital Advisors Inc.
N/A—24,627-24,627-100%$3.1M———
Segall Bryant & Hamill, LLC
N/A—24,119-24,119-100%$3.1M———
Mutual Advisors, LLC
N/A—24,041-24,041-100%$3.0M———
WCG Wealth Advisors LLC
N/A—24,035-24,035-100%$3.0M———
Evercore Wealth Management, LLC
N/A—24,009-24,009-100%$3.0M———
Counterweight Ventures, LLC
N/A—23,961-23,961-100%$3.0M———
RiverFront Investment Group, LLC
N/A—23,896-23,896-100%$3.0M———
Odyssean, LLC
N/A—23,788-23,788-100%$3.0M———
Vestmark Advisory Solutions, Inc.
N/A—23,727-23,727-100%$3.0M———
Mufg Securities Americas Inc.
N/A—23,480-23,480-100%$3.0M———
Frec Markets, Inc.
N/A—23,422-23,422-100%$3.0M———
Advisory Alpha, LLC
N/A—23,352-23,352-100%$3.0M———
Summit Financial, LLC
N/A—23,201-23,201-100%$2.9M———
Capital Innovations LLC
N/A—22,975-22,975-100%$2.9M———
Resources Management Corp
N/A—22,838-22,838-100%$2.9M———
Siemens Fonds Invest GmbH
N/A—22,168-22,168-100%$2.8M———
Adalta Capital Management LLC
N/A—22,131-22,131-100%$2.8M———
Scotia Capital Inc.
N/A—22,021-22,021-100%$2.8M———
Ameritas Advisory Services, LLC
N/A—21,860-21,860-100%$2.8M———
Constant Guidance Financial LLC
N/A—21,780-21,780-100%$2.8M———
Donaldson Capital Management, LLC
N/A—21,451-21,451-100%$2.7M———
Birmingham Capital Management Co Inc
N/A—21,413-21,413-100%$2.7M———
Pursuit Wealth Strategies, LLC
N/A—21,134-21,134-100%$2.7M———
IEQ Capital, LLC
N/A—21,133-21,133-100%$2.7M———
Vectors Research Management, LLC
N/A—20,667-20,667-100%$2.6M———
Westwood Holdings Group Inc
N/A—20,471-20,471-100%$2.6M———
Dark Forest Capital Management LP
N/A—20,451-20,451-100%$2.6M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—20,381-20,381-100%$2.6M———
Sound View Wealth Advisors Group, LLC
N/A—20,061-20,061-100%$2.5M———
Dover Advisors, LLC
N/A—20,000-20,000-100%$2.3M———
Cannon Wealth Management Services, LLC
N/A—19,826-19,826-100%$2.5M———
Berkeley Capital Partners, LLC
N/A—19,795-19,795-100%$2.5M———
Wealthspire Advisors, LLC
N/A—19,524-19,524-100%$2.5M———
Dougherty & Associates, LLC
N/A—19,358-19,358-100%$2.5M———
WealthShield Partners, LLC
N/A—19,310-19,310-100%$2.4M———
Meeder Advisory Services, Inc.
N/A—19,308-19,308-100%$2.4M———
DRW Securities, LLC
N/A—19,219-19,219-100%$2.4M———
V. M. Manning & Co., Inc.
N/A—19,213-19,213-100%$2.4M———
IHT Wealth Management, LLC
N/A—19,153-19,153-100%$2.4M———
T. Rowe Price Investment Management, Inc.
N/A—18,928-18,928-100%$2.4M———
Rodgers Brothers Inc.
N/A—18,778-18,778-100%$2.4M———
Jaffetilchin Investment Partners, LLC
N/A—18,775-18,775-100%$2.4M———
Westpac Banking Corp
N/A—18,672-18,672-100%$2.4M———
Pine Valley Investments Ltd Liability Co
N/A—18,664-18,664-100%$2.4M———
Argent Advisors, Inc.
N/A—18,647-18,647-100%$2.4M———
Stratos Investment Management, LLC
N/A—18,601-18,601-100%$2.4M———
Wealth Alliance, LLC
N/A—18,450-18,450-100%$2.3M———
Qsemble Capital Management, LP
N/A—18,429-18,429-100%$2.3M———
First National Bank of Omaha
N/A—18,423-18,423-100%$2.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—18,245-18,245-100%$2.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—17,802-17,802-100%$2.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—17,668-17,668-100%$2.2M———
Stamos Capital Partners, L.P.
N/A—17,644-17,644-100%$2.2M———
Callan Family Office, LLC
N/A—17,496-17,496-100%$2.2M———
Polymer Capital Management (US) LLC
N/A—17,226-17,226-100%$2.2M———
Cresset Asset Management, LLC
N/A—17,146-17,146-100%$2.2M———
Lombard Odier Asset Management (Switzerland) SA
N/A—17,000-17,000-100%$2.2M———
Modern Wealth Management, LLC
N/A—16,984-16,984-100%$2.1M———
Alaethes Wealth, LLC
N/A—16,845-16,845-100%$2.1M———
Savvy Advisors, Inc.
N/A—16,732-16,732-100%$2.1M———
Banco Santander, S.A.
N/A—16,714-16,714-100%$2.1M———
Secured Retirement Advisors, LLC
N/A—16,380-16,380-100%$2.1M———
Smith, Moore & Co.
N/A—16,371-16,371-100%$2.1M———
Orleans Capital Management Corp
N/A—16,199-16,199-100%$2.1M———
Patrick Mauro Investment Advisor, Inc.
N/A—16,196-16,196-100%$2.1M———
MidFirst Bank
N/A—16,163-16,163-100%$2.0M———
London Co of Virginia
N/A—15,979-15,979-100%$2.0M———
CI Investments Inc.
N/A—15,945-15,945-100%$2.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—15,779-15,779-100%$2.0M———
Tiaa Wealth Investment Management LLC
N/A—15,755-15,755-100%$2.0M———
Bradley Foster & Sargent Inc
N/A—15,721-15,721-100%$2.0M———
Essex Financial Services, Inc.
N/A—15,657-15,657-100%$2.0M———
New Republic Capital, LLC
N/A—15,482-15,482-100%$2.0M———
Tower Research Capital LLC (TRC)
N/A—15,415-15,415-100%$2.0M———
Cornerstone Capital, Inc.
N/A—15,317-15,317-100%$1.9M———
Curi Capital, LLC
N/A—15,295-15,295-100%$1.9M———
Silver OAK Securities, Incorporated
N/A—14,975-14,975-100%$1.9M———
Two Sigma Securities, LLC
N/A—14,892-14,892-100%$1.9M———
Alerus Financial NA
N/A—14,691-14,691-100%$1.9M———
Pettyjohn, Wood & White, Inc
N/A—14,537-14,537-100%$1.8M———
Highview Capital Management LLC
N/A—14,177-14,177-100%$1.8M———
Oxford Asset Management LLP
N/A—14,171-14,171-100%$1.8M———
WealthTrust Axiom LLC
N/A—14,158-14,158-100%$1.8M———
Ballentine Partners, LLC
N/A—14,134-14,134-100%$1.8M———
Dakota Wealth Management
N/A—14,081-14,081-100%$1.8M———
Caxton Associates LLP
N/A—13,660-13,660-100%$1.7M———
AssuredPartners Investment Advisors, LLC
N/A—13,646-13,646-100%$1.7M———
JT Stratford LLC
N/A—13,626-13,626-100%$1.7M———
LOM Asset Management Ltd
N/A—13,600-13,600-100%$1.7M———
Vaughan Nelson Investment Management, L.P.
N/A—13,525-13,525-100%$1.7M———
Aviva PLC
N/A—13,450-13,450-100%$1.7M———
Hartford Funds Management Co LLC
N/A—13,204-13,204-100%$1.7M———
Marshall Wace, LLP
N/A—13,149-13,149-100%$1.7M———
TCW Group Inc
N/A—13,081-13,081-100%$1.7M———
Safe Harbor Fiduciary, LLC
N/A—13,078-13,078-100%$1.7M———
Kennondale Capital Management LLC
N/A—12,865-12,865-100%$1.6M———
Novare Capital Management LLC
N/A—12,823-12,823-100%$1.6M———
HBK Sorce Advisory LLC
N/A—12,668-12,668-100%$1.6M———
Diversified Trust Co
N/A—12,644-12,644-100%$1.6M———
Keystone Financial Group
N/A—12,585-12,585-100%$1.6M———
Brooks, Moore & Associates, Inc.
N/A—12,547-12,547-100%$1.6M———
Syon Capital LLC
N/A—12,526-12,526-100%$1.6M———
CreativeOne Wealth, LLC
N/A—12,484-12,484-100%$1.6M———
Nicolet Bankshares Inc
N/A—12,407-12,407-100%$1.6M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—12,391-12,391-100%$1.6M———
Focus Partners Advisor Solutions, LLC
N/A—12,304-12,304-100%$1.6M———
Townsquare Capital LLC
N/A—12,220-12,220-100%$1.5M———
Danske Bank A/S
N/A—12,087-12,087-100%$1.5M———
Man Group plc
N/A—11,973-11,973-100%$1.5M———
Inspire Advisors, LLC
N/A—11,961-11,961-100%$1.5M———
Cascades Capital Asset Management, LLC
N/A—11,920-11,920-100%$1.5M———
Earnest Partners LLC
N/A—11,872-11,872-100%$1.5M———
1ST Source Bank
N/A—11,756-11,756-100%$1.5M———
Clough Capital Partners L P
N/A—11,662-11,662-100%$1.5M———
Drucker Wealth 3.0, LLC
N/A—11,605-11,605-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—11,600-11,600-100%$1.5M———
MainStreet Investment Advisors LLC
N/A—11,573-11,573-100%$1.5M———
Ethos Financial Group, LLC
N/A—11,427-11,427-100%$1.4M———
Rollins Financial Advisors, LLC
N/A—11,427-11,427-100%$1.4M———
Lcnb Corp
N/A—11,397-11,397-100%$1.4M———
Hexagon Capital Partners LLC
N/A—11,291-11,291-100%$1.4M———
Widmann Financial Services, Inc.
N/A—11,249-11,249-100%$1.4M———
SBI Okasan Asset Management Co.Ltd.
N/A—11,200-11,200-100%$1.4M———
Qtron Investments LLC
N/A—11,187-11,187-100%$1.4M———
Fortress Private Ledger, LLC
N/A—10,831-10,831-100%$1.4M———
Dynamic Technology Lab Private Ltd
N/A—10,652-10,652-100%$1.3M———
Haverford Trust Co
N/A—10,584-10,584-100%$1.3M———
Belpointe Asset Management LLC
N/A—10,570-10,570-100%$1.3M———
Clearbridge Investments, LLC
N/A—10,537-10,537-100%$1.3M———
Valmark Advisers, Inc.
N/A—10,535-10,535-100%$1.3M———
Hayek Kallen Investment Management
N/A—10,493-10,493-100%$1.3M———
FCA Corp
N/A—10,487-10,487-100%$1.3M———
Western Wealth Management, LLC
N/A—10,480-10,480-100%$1.3M———
Whalerock Point Partners, LLC
N/A—10,362-10,362-100%$1.3M———
Moneta Group Investment Advisors LLC
N/A—10,291-10,291-100%$1.3M———
Insigneo Advisory Services, LLC
N/A—10,289-10,289-100%$1.3M———
Atlanta Consulting Group Advisors, LLC
N/A—10,271-10,271-100%$1.3M———
Taylor Hoffman Capital Management LLC
N/A—10,259-10,259-100%$1.3M———
Phillips Wealth Planners LLC
N/A—10,219-10,219-100%$1.3M———
Voya Financial Advisors, Inc.
N/A—10,121-10,121-100%$1.3M———
Twin City Private Wealth, LLC
N/A—10,119-10,119-100%$1.3M———
Wills Financial Group LLC
N/A—10,030-10,030-100%$1.3M———
Bluebird Wealth Management LLC
N/A—9,918-9,918-100%$1.3M———
First Manhattan Co. Llc.
N/A—9,820-9,820-100%$1.2M———
Picton Mahoney Asset Management
N/A—9,637-9,637-100%$1.2M———
Guardian Wealth Advisors, LLC / NC
N/A—9,606-9,606-100%$1.2M———
Rithm Capital Corp.
N/A—9,600-9,600-100%$1.2M———
Atom Investors LP
N/A—9,595-9,595-100%$1.2M———
PeakShares LLC
N/A—9,467-9,467-100%$1.2M———
Elm Partners Management LLC
N/A—9,463-9,463-100%$1.2M———
Hilltop Holdings Inc.
N/A—9,367-9,367-100%$1.2M———
Nwam LLC
N/A—9,359-9,359-100%$1.2M———
Field & Main Bank
N/A—9,308-9,308-100%$1.2M———
Sollinda Capital Management LLC
N/A—9,268-9,268-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—9,162-9,162-100%$1.2M———
Dearborn Partners LLC
N/A—9,081-9,081-100%$1.1M———
Fidelis Capital Partners, LLC
N/A—9,078-9,078-100%$1.1M———
Intesa Sanpaolo S.p.A.
N/A—9,071-9,071-100%$1.1M———
Keynote Financial Services LLC
N/A—9,054-9,054-100%$1.1M———
Bank OZK
N/A—9,041-9,041-100%$1.1M———
Texas Capital Bank Wealth Management Services Inc
N/A—8,913-8,913-100%$1.1M———
BCS Private Wealth Management, Inc.
N/A—8,898-8,898-100%$1.1M———
Croban
N/A—8,887-8,887-100%$1.1M———
Checchi Capital Advisers, LLC
N/A—8,866-8,866-100%$1.1M———
Ingalls & Snyder LLC
N/A—8,865-8,865-100%$1.1M———
Great Valley Advisor Group, Inc.
N/A—8,858-8,858-100%$1.1M———
Allred Capital Management, LLC
N/A—8,820-8,820-100%$1.1M———
First Dallas Securities Inc.
N/A—8,808-8,808-100%$1.1M———
Cura Wealth Advisors, LLC
N/A—8,588-8,588-100%$1.1M———
Intrust Bank NA
N/A—8,466-8,466-100%$1.1M———
North Dallas Bank & Trust Co
N/A—8,373-8,373-100%$1.1M———
Stratos Wealth Advisors, LLC
N/A—8,361-8,361-100%$1.1M———
CacheTech Inc.
N/A—8,315-8,315-100%$1.1M———
City National Bank of Florida
N/A—8,271-8,271-100%$1.0M———
Rehmann Capital Advisory Group
N/A—8,185-8,185-100%$1.0M———
Sumitomo Life Insurance Co
N/A—8,183-8,183-100%$1.0M———
Marble Wealth, LLC
N/A—7,987-7,987-100%$1.0M———
Wulff, Hansen & Co.
N/A—7,950-7,950-100%$1.0M———
SCS Capital Management LLC
N/A—7,943-7,943-100%$1.0M———
Prosperity Consulting Group, LLC
N/A—7,862-7,862-100%$995.2K———
Bluespring Wealth Management, LLC
N/A—7,827-7,827-100%$990.7K———
Fiduciary Group, LLC
N/A—7,767-7,767-100%$983.1K———
Meiji Yasuda Asset Management Co Ltd.
N/A—7,764-7,764-100%$982.8K———
NewEdge Wealth, LLC
N/A—7,736-7,736-100%$979.2K———
Fiduciary Trust Co
N/A—7,727-7,727-100%$978.1K———
Strategic Investment Advisors / MI
N/A—7,712-7,712-100%$976.1K———
Whittier Trust Co of Nevada Inc
N/A—7,701-7,701-100%$987.4K———
SCP Investment, LP
N/A—7,600-7,600-100%$962.0K———
Legacy Financial Advisors, Inc.
N/A—7,567-7,567-100%$957.9K———
OneAscent Financial Services LLC
N/A—7,493-7,493-100%$948.5K———
HM Payson & Co
N/A—7,469-7,469-100%$945.4K———
Kovack Advisors, Inc.
N/A—7,463-7,463-100%$940.5K———
Graybill Wealth Management, Ltd.
N/A—7,429-7,429-100%$940.4K———
Kapstone Financial Advisors LLC
N/A—7,339-7,339-100%$929.0K———
Ancora Advisors LLCA
N/A—7,280-7,280-100%$921.5K———
Baldwin Investment Management, LLC
N/A—7,218-7,218-100%$913.7K———
Kiley Juergens Wealth Management, LLC
N/A—7,200-7,200-100%$911.4K———
Northstar Financial Companies, Inc.
N/A—7,187-7,187-100%$909.7K———
West Family Investments, Inc.
N/A—7,168-7,168-100%$907.3K———
Core Capital Management & Research, inc.
N/A—7,146-7,146-100%$856.5K———
Crews Bank & Trust
N/A—7,079-7,079-100%$896.1K———
Glen Eagle Advisors, LLC
N/A—7,052-7,052-100%$892.7K———
Klcm Advisors, Inc.
N/A—6,927-6,927-100%$876.8K———
Roundview Capital LLC
N/A—6,901-6,901-100%$873.5K———
Clarion Wealth Managment Partners, LLC
N/A—6,864-6,864-100%$868.8K———
Flputnam Investment Management Co
N/A—6,857-6,857-100%$867.9K———
Marex Group Ltd
N/A—6,796-6,796-100%$860.2K———
Corsicana & Co.
N/A—6,703-6,703-100%$848.5K———
Whittier Trust Co
N/A—6,703-6,703-100%$844.4K———
Ameritas Investment Partners, Inc.
N/A—6,683-6,683-100%$845.9K———
Paradigm Capital Management, LLC
N/A—6,651-6,651-100%$842.0K———
Clarity Financial LLC
N/A—6,642-6,642-100%$840.7K———
Dorsey & Whitney Trust Co LLC
N/A—6,475-6,475-100%$819.6K———
Camelot Portfolios, LLC
N/A—6,473-6,473-100%$819.4K———
Continuum Advisory, LLC
N/A—6,445-6,445-100%$815.8K———
Capital Advisors Inc
N/A—6,438-6,438-100%$814.9K———
Cornerstone Advisory, LLC
N/A—6,437-6,437-100%$814.8K———
Main Street Financial Solutions, LLC
N/A—6,383-6,383-100%$808.0K———
Aspen Wealth Strategies, LLC
N/A—6,370-6,370-100%$806.3K———
Cvfg LLC
N/A—6,368-6,368-100%$806.0K———
Hills Bank & Trust Co
N/A—6,364-6,364-100%$805.6K———
Shepherd Kaplan Krochuk, LLC
N/A—6,358-6,358-100%$804.8K———
Bowen Hanes & Co Inc
N/A—6,343-6,343-100%$830.6K———
United Bank
N/A—6,305-6,305-100%$798.1K———
Edgewood Management LLC
N/A—6,302-6,302-100%$797.7K———
LMR Partners LLP
N/A—6,195-6,195-100%$784.2K———
Quent Capital, LLC
N/A—6,160-6,160-100%$779.7K———
Bearing Point Capital, LLC
N/A—6,151-6,151-100%$778.6K———
Caldwell Sutter Capital, Inc.
N/A—6,068-6,068-100%$768.1K———
Spinnaker Trust
N/A—6,049-6,049-100%$765.7K———
Northwest Bancshares, Inc.
N/A—6,032-6,032-100%$763.5K———
West Michigan Advisors, LLC
N/A—6,018-6,018-100%$761.8K———
Venturi Wealth Management, LLC
N/A—6,017-6,017-100%$761.6K———
United Bank
N/A—5,945-5,945-100%$752.5K———
Wealth Management Associates, Inc.
N/A—5,933-5,933-100%$751.0K———
Drake & Associates, LLC
N/A—5,907-5,907-100%$747.7K———
Hantz Financial Services, Inc.
N/A—5,885-5,885-100%$745.0K———
McMillan Office, Inc.
N/A—5,865-5,865-100%$742.4K———
Jump Financial, LLC
N/A—5,860-5,860-100%$741.8K———
Hodges Capital Management Inc.
N/A—5,846-5,846-100%$740.0K———
Goepper Burkhardt LLC
N/A—5,832-5,832-100%$738.2K———
Kintra Wealth, LLC
N/A—5,803-5,803-100%$722.4K———
Rathbones Group PLC
N/A—5,786-5,786-100%$732.4K———
VeraBank, N.A.
N/A—5,738-5,738-100%$726.3K———
Monetary Management Group Inc
N/A—5,733-5,733-100%$725.7K———
HighPoint Advisor Group LLC
N/A—5,663-5,663-100%$716.9K———
Keel Point, LLC
N/A—5,654-5,654-100%$715.7K———
EntryPoint Capital, LLC
N/A—5,636-5,636-100%$713.4K———
Bcgm Wealth Management, LLC
N/A—5,624-5,624-100%$711.9K———
SageView Advisory Group, LLC
N/A—5,562-5,562-100%$704.0K———
Palisade Capital Management, LP
N/A—5,541-5,541-100%$701.4K———
Palogic Value Management, L.P.
N/A—5,537-5,537-100%$700.9K———
NorthRock Partners, LLC
N/A—5,504-5,504-100%$696.7K———
Kera Capital Partners, Inc.
N/A—5,495-5,495-100%$695.6K———
Trivium Point Advisory, LLC
N/A—5,491-5,491-100%$695.0K———
GSA Capital Partners LLP
N/A—5,490-5,490-100%$695.0K———
CVA Family Office, LLC
N/A—5,477-5,477-100%$693.3K———
Bridgewater Advisors Inc.
N/A—5,449-5,449-100%$645.6K———
PCM Encore, LLC
N/A—5,418-5,418-100%$685.9K———
Freestone Capital Holdings, LLC
N/A—5,396-5,396-100%$683.0K———
Crewe Advisors LLC
N/A—5,391-5,391-100%$682.4K———
Members Trust Co
N/A—5,353-5,353-100%$677.6K———
Gladstone Institutional Advisory LLC
N/A—5,333-5,333-100%$675.0K———
STG Securities, LLC
N/A—5,325-5,325-100%$674.0K———
Mosaic Family Wealth Partners, LLC
N/A—5,300-5,300-100%$670.9K———
Tudor Financial Inc.
N/A—5,276-5,276-100%$667.9K———
Aegis Wealth Management LLC
N/A—5,257-5,257-100%$665.4K———
Indie Asset Partners, LLC
N/A—5,218-5,218-100%$660.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,185-5,185-100%$656.3K———
HHM Wealth Advisors, LLC
N/A—5,173-5,173-100%$654.8K———
Destination Wealth Management
N/A—5,169-5,169-100%$654.3K———
Ostrum Asset Management
N/A—5,163-5,163-100%$653.5K———
First National Bank & Trust Co of Newtown
N/A—5,130-5,130-100%$643.4K———
Transcend Capital Advisors, LLC
N/A—5,117-5,117-100%$647.7K———
Optas, LLC
N/A—5,086-5,086-100%$643.8K———
Susquehanna Portfolio Strategies, LLC
N/A—5,064-5,064-100%$641.0K———
Broyhill Asset Management, LLC
N/A—5,003-5,003-100%$633.3K———
Duncan Williams Asset Management, LLC
N/A—4,954-4,954-100%$627.0K———
White Pine Capital LLC
N/A—4,944-4,944-100%$625.8K———
Headinvest, LLC
N/A—4,939-4,939-100%$625.2K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—4,924-4,924-100%$623.2K———
Rogco, LP
N/A—4,921-4,921-100%$622.9K———
Southeast Asset Advisors, LLC
N/A—4,903-4,903-100%$620.6K———
Bedel Financial Consulting, Inc.
N/A—4,834-4,834-100%$611.9K———
Roberts Glore & Co Inc
N/A—4,817-4,817-100%$609.8K———
Petra Financial Advisors Inc
N/A—4,791-4,791-100%$606.4K———
Tyche Wealth Partners LLC
N/A—4,780-4,780-100%$605.1K———
Huber Capital Management LLC
N/A—4,770-4,770-100%$603.8K———
Financial Advisors Network, Inc.
N/A—4,758-4,758-100%$602.3K———
Atalanta Sosnoff Capital, LLC
N/A—4,756-4,756-100%$602.0K———
RB Capital Management, LLC
N/A—4,755-4,755-100%$601.9K———
Centaurus Financial, Inc.
N/A—4,737-4,737-100%$600.0K———
Boothbay Fund Management, LLC
N/A—4,714-4,714-100%$596.7K———
Denali Advisors LLC
N/A—4,685-4,685-100%$593.0K———
L2 Asset Management, LLC
N/A—4,679-4,679-100%$592.3K———
Bridges Investment Management Inc
N/A—4,658-4,658-100%$589.6K———
Aigen Investment Management, LP
N/A—4,612-4,612-100%$583.8K———
Capital Analysts, LLC
N/A—4,610-4,610-100%$558.0K———
Northstar Advisory Group, LLC
N/A—4,607-4,607-100%$583.2K———
Novak & Powell Financial Services, Inc.
N/A—4,583-4,583-100%$580.2K———
O'rourke & Company, Inc
N/A—4,582-4,582-100%$580.1K———
Readystate Asset Management LP
N/A—4,572-4,572-100%$578.7K———
Doheny Asset Management
N/A—4,553-4,553-100%$576.0K———
LOS Angeles Capital Management LLC
N/A—4,527-4,527-100%$573.0K———
One Capital Management, LLC
N/A—4,506-4,506-100%$590.1K———
Pinnacle West Asset Management, Inc.
N/A—4,495-4,495-100%$569.0K———
Calton & Associates, Inc.
N/A—4,493-4,493-100%$568.8K———
Zacks Investment Management
N/A—4,404-4,404-100%$557.5K———
Truvestments Capital LLC
N/A—4,392-4,392-100%$555.9K———
ABN Amro Bank N.V.
N/A—4,380-4,380-100%$562.4K———
Quotient Wealth Partners, LLC
N/A—4,371-4,371-100%$553.3K———
Thompson David Blair
N/A—4,368-4,368-100%$552.9K———
Steigerwald, Gordon & Koch Inc.
N/A—4,331-4,331-100%$548.2K———
Arkos Global Advisors
N/A—4,329-4,329-100%$548.0K———
Johnson Financial Group, Inc.
N/A—4,328-4,328-100%$547.8K———
Adams Wealth Management
N/A—4,321-4,321-100%$547.0K———
Oxbow Advisors, LLC
N/A—4,295-4,295-100%$543.7K———
Waddell & Associates, LLC
N/A—4,273-4,273-100%$540.9K———
MJP Associates Inc
N/A—4,252-4,252-100%$538.2K———
Acorns Advisers, LLC
N/A—4,246-4,246-100%$537.0K———
Asahi Life Asset Management Co., Ltd.
N/A—4,235-4,235-100%$536.1K———
Marshall Financial Group, LLC
N/A—4,234-4,234-100%$536.0K———
Mirabella Financial Services LLP
N/A—4,196-4,196-100%$531.1K———
Strategic Wealth Partners, Ltd.
N/A—4,187-4,187-100%$530.0K———
Evolve Private Wealth, LLC
N/A—4,148-4,148-100%$525.1K———
Westmount Partners, LLC
N/A—4,144-4,144-100%$524.5K———
Fourth Dimension Wealth, LLC
N/A—4,133-4,133-100%$523.2K———
Advyzon Investment Management, LLC
N/A—4,122-4,122-100%$521.8K———
Citizens Business Bank
N/A—4,090-4,090-100%$517.7K———
Employees Retirement System of Texas
N/A—4,074-4,074-100%$516.0K———
Park Place Capital Corp
N/A—4,070-4,070-100%$515.1K———
Knollwood Investment Advisory, LLC
N/A—4,055-4,055-100%$513.3K———
Everpar Advisors LLC
N/A—3,968-3,968-100%$502.3K———
ST Germain D J Co Inc
N/A—3,940-3,940-100%$498.7K———
Patron Partners, LLC
N/A—3,933-3,933-100%$497.8K———
FWG Holdings, LLC
N/A—3,927-3,927-100%$512.6K———
Fairfield, Bush & Co.
N/A—3,924-3,924-100%$496.7K———
Lafayette Investments, Inc.
N/A—3,914-3,914-100%$495.4K———
Octavia Wealth Advisors, LLC
N/A—3,910-3,910-100%$495.0K———
Sittner & Nelson, LLC
N/A—3,889-3,889-100%$492.3K———
Composition Wealth, LLC
N/A—3,885-3,885-100%$491.8K———
Baron Silver Stevens Financial Advisors, LLC
N/A—3,875-3,875-100%$490.6K———
Rothschild Wealth LLC
N/A—3,865-3,865-100%$489.2K———
Aspen Grove Capital, LLC
N/A—3,826-3,826-100%$484.4K———
Ameriflex Group, Inc.
N/A—3,826-3,826-100%$484.3K———
Chelsea Counsel Co
N/A—3,801-3,801-100%$481.1K———
GeoWealth Management, LLC
N/A—3,795-3,795-100%$480.4K———
Walter & Keenan Wealth Management LLC
N/A—3,780-3,780-100%$478.4K———
McDonough Capital Management, Inc
N/A—3,764-3,764-100%$476.5K———
South Plains Financial, Inc.
N/A—3,743-3,743-100%$473.8K———
Objectivity Squared, LLC
N/A—3,718-3,718-100%$470.6K———
Stonebridge Financial Planning Group, LLC
N/A—3,718-3,718-100%$470.6K———
LifePlan Investment Advisors, Inc.
N/A—3,710-3,710-100%$469.6K———
Wealthquest Corp
N/A—3,708-3,708-100%$469.4K———
First Western Trust Bank
N/A—3,701-3,701-100%$468.5K———
Resolute Capital, LLC
N/A—3,690-3,690-100%$467.1K———
Broadwater Capital Management LLC
N/A—3,666-3,666-100%$464.0K———
Cannell & Spears LLC
N/A—3,661-3,661-100%$463.4K———
Anchor Bay Capital, Inc.
N/A—3,655-3,655-100%$443.0K———
Birchcreek Wealth Management, LLC
N/A—3,635-3,635-100%$460.1K———
Sagewood Asset Management LP
N/A—3,566-3,566-100%$451.4K———
Beaton Management Co. Inc.
N/A—3,560-3,560-100%$451.0K———
Cary Street Partners Investment Advisory LLC
N/A—3,523-3,523-100%$445.9K———
Tiemann Investment Advisors, LLC
N/A—3,520-3,520-100%$445.6K———
King Wealth Management Group
N/A—3,512-3,512-100%$445.0K———
Twinbeech Capital LP
N/A—3,484-3,484-100%$441.0K———
Sequent Asset Management, LLC
N/A—3,464-3,464-100%$438.5K———
Aldebaran Financial Inc.
N/A—3,460-3,460-100%$438.0K———
Shepherd Wealth Management Ltd Liability Co
N/A—3,458-3,458-100%$431.2K———
Prelude Capital Management, LLC
N/A—3,410-3,410-100%$431.6K———
Foster & Motley Inc
N/A—3,405-3,405-100%$431.0K———
Cambria Investment Management, L.P.
N/A—3,399-3,399-100%$430.2K———
NCM Capital Management, LLC
N/A—3,383-3,383-100%$428.2K———
Campion Asset Management
N/A—3,376-3,376-100%$427.3K———
Davis R M Inc
N/A—3,373-3,373-100%$427.0K———
Drive Wealth Management, LLC
N/A—3,369-3,369-100%$426.4K———
Shah Wealth Advisors, LLC
N/A—3,367-3,367-100%$426.3K———
denkapparat Operations GmbH
N/A—3,354-3,354-100%$424.5K———
Ponta Wealth Partners, LLC
N/A—3,313-3,313-100%$419.4K———
TRB Wealth Management, LLC
N/A—3,309-3,309-100%$418.9K———
Hobbs Group Advisors, LLC
N/A—3,306-3,306-100%$418.5K———
Xcelsior Advisor Partners LLC
N/A—3,299-3,299-100%$417.5K———
Beacon Investment Advisors LLC
N/A—3,291-3,291-100%$416.6K———
Cladis Investment Advisory, LLC
N/A—3,247-3,247-100%$411.0K———
Pine Harbor Wealth Management, LLC
N/A—3,245-3,245-100%$410.7K———
McGowan Group Asset Management, Inc.
N/A—3,229-3,229-100%$408.8K———
Bank of Hawaii
N/A—3,206-3,206-100%$405.8K———
Lionhunter Capital Management, LLC
N/A—3,173-3,173-100%$401.6K———
Ridge Creek Global, Inc
N/A—3,148-3,148-100%$398.5K———
Granite Bay Wealth Management, LLC
N/A—3,116-3,116-100%$394.0K———
Defiance ETFs, LLC
N/A—3,095-3,095-100%$389.3K———
Prostatis Group LLC
N/A—3,094-3,094-100%$391.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,092-3,092-100%$391.4K———
FLC Capital Advisors
N/A—3,055-3,055-100%$386.7K———
Thoroughbred Financial Services, LLC
N/A—3,050-3,050-100%$386.0K———
Stonebridge Financial Group, LLC
N/A—3,036-3,036-100%$384.0K———
Chesapeake Wealth Management
N/A—3,017-3,017-100%$381.9K———
Sovereign Financial Group, Inc.
N/A—3,013-3,013-100%$381.4K———
Leigh Baldwin & Co., LLC
N/A—3,012-3,012-100%$381.3K———
Magnolia Capital Advisors LLC
N/A—3,005-3,005-100%$380.3K———
Resurgent Financial Advisors LLC
N/A—3,003-3,003-100%$380.1K———
Wimmer Associates 1, LLC
N/A—2,993-2,993-100%$378.9K———
Z3 Capital Partners, LLC
N/A—2,979-2,979-100%$377.0K———
Keebeck Wealth Management
N/A—2,968-2,968-100%$375.7K———
PCB Capital LLC
N/A—2,952-2,952-100%$373.6K———
CIM Investment Management Inc
N/A—2,934-2,934-100%$371.4K———
E Fund Management Co., Ltd.
N/A—2,910-2,910-100%$368.3K———
SHP Wealth Management
N/A—2,904-2,904-100%$367.6K———
Invst, LLC
N/A—2,902-2,902-100%$367.3K———
AlphaGrep UK Ltd
N/A—2,862-2,862-100%$362.3K———
Nalls Sherbakoff Group, LLC
N/A—2,861-2,861-100%$362.1K———
MWA Asset Management
N/A—2,850-2,850-100%$360.8K———
Oxford Financial Group, Ltd. LLC
N/A—2,835-2,835-100%$358.9K———
PlanVest Financial, Inc
N/A—2,831-2,831-100%$358.3K———
First Foundation Advisors
N/A—2,790-2,790-100%$353.2K———
Tiaa Trust, National Association
N/A—2,786-2,786-100%$352.7K———
Generation Capital Management LLC
N/A—2,785-2,785-100%$352.5K———
NorthStar Asset Management LLC
N/A—2,775-2,775-100%$351.3K———
Rexford Capital Inc
N/A—2,770-2,770-100%$350.6K———
44 Wealth Management LLC
N/A—2,768-2,768-100%$350.4K———
IFC Advisors LLC
N/A—2,745-2,745-100%$347.5K———
VSM Wealth Advisory, LLC
N/A—2,741-2,741-100%$346.9K———
OneAscent Family Office, LLC
N/A—2,733-2,733-100%$345.9K———
Channel Wealth LLC
N/A—2,718-2,718-100%$344.0K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—2,705-2,705-100%$342.4K———
Smithfield Trust Co
N/A—2,701-2,701-100%$341.0K———
Private Capital Management, LLC
N/A—2,700-2,700-100%$341.8K———
Proficio Capital Partners LLC
N/A—2,698-2,698-100%$341.5K———
Horizon Investment Services, LLC
N/A—2,692-2,692-100%$340.8K———
Tradition Wealth Management, LLC
N/A—2,676-2,676-100%$338.7K———
Van Hulzen Asset Management, LLC
N/A—2,644-2,644-100%$334.6K———
CNB Bank
N/A—2,641-2,641-100%$334.3K———
Centennial Bank
N/A—2,640-2,640-100%$334.2K———
Choate Investment Advisors
N/A—2,638-2,638-100%$333.9K———
AlTi Global, Inc.
N/A—2,633-2,633-100%$333.2K———
Barnes Wealth Management Group, Inc
N/A—2,632-2,632-100%$333.2K———
Sandro Wealth Management LLC
N/A—2,629-2,629-100%$332.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,616-2,616-100%$331.2K———
Carl P. Sherr & Co., LLC
N/A—2,611-2,611-100%$330.5K———
Muirfield Wealth Advisors LLC
N/A—2,608-2,608-100%$330.1K———
Cozad Asset Management Inc
N/A—2,590-2,590-100%$327.8K———
Mark Sheptoff Financial Planning, LLC
N/A—2,584-2,584-100%$327.1K———
Frisch Financial Group, Inc.
N/A—2,575-2,575-100%$325.9K———
J. M. Brown & Associates Inc.
N/A—2,575-2,575-100%$326.0K———
Arbor Trust Wealth Advisors, LLC
N/A—2,573-2,573-100%$325.7K———
L & S Advisors Inc
N/A—2,557-2,557-100%$323.7K———
CFO4Life Group, LLC
N/A—2,546-2,546-100%$322.2K———
PSI Advisors, LLC
N/A—2,538-2,538-100%$321.3K———
Range Advisory, LLC
N/A—2,477-2,477-100%$313.6K———
Clearwater Capital Advisors, LLC
N/A—2,477-2,477-100%$313.5K———
North Star Asset Management Inc
N/A—2,474-2,474-100%$313.1K———
Apriem Advisors
N/A—2,466-2,466-100%$312.1K———
Brevan Howard Capital Management LP
N/A—2,460-2,460-100%$311.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,453-2,453-100%$310.0K———
Seeds Investor LLC
N/A—2,448-2,448-100%$309.8K———
Capstone Investment Advisors, LLC
N/A—2,434-2,434-100%$308.1K———
FOX RUN Management, L.L.C.
N/A—2,425-2,425-100%$307.0K———
Fortis Capital Advisors, LLC
N/A—2,424-2,424-100%$306.9K———
Royal Capital Wealth Management, LLC
N/A—2,416-2,416-100%$305.8K———
Cambient Family Office, LLC
N/A—2,413-2,413-100%$305.4K———
Cofg Advisors, LLC
N/A—2,404-2,404-100%$304.3K———
Madison Wealth Partners, Inc
N/A—2,378-2,378-100%$301.0K———
Holistic Financial Partners
N/A—2,323-2,323-100%$294.0K———
Bluefin Capital Management, LLC
N/A—2,300-2,300-100%$291.1K———
Premier Private Wealth Management LLC
N/A—2,289-2,289-100%$289.7K———
Sovereign Investment Advisors, LLC
N/A—2,268-2,268-100%$287.1K———
HFG Advisors, Inc.
N/A—2,264-2,264-100%$286.6K———
Tower Wealth Partners, Inc.
N/A—2,260-2,260-100%$286.1K———
Severin Investments, LLC
N/A—2,260-2,260-100%$286.0K———
Partners Capital Investment Group, LLP
N/A—2,254-2,254-100%$285.3K———
LSP Investment Advisors, LLC
N/A—2,250-2,250-100%$284.8K———
Basecamp Wealth Advisors LLC
N/A—2,244-2,244-100%$284.0K———
Sunflower Bank, N.A.
N/A—2,238-2,238-100%$283.3K———
Inceptionr LLC
N/A—2,234-2,234-100%$282.8K———
Berkshire Asset Management LLC
N/A—2,225-2,225-100%$281.7K———
Front Row Advisors LLC
N/A—2,202-2,202-100%$271.3K———
Matrix Private Capital Group LLC
N/A—2,201-2,201-100%$278.6K———
CSS LLC
N/A—2,200-2,200-100%$278.5K———
Roble, Belko & Company, Inc
N/A—2,182-2,182-100%$276.0K———
Pallas Capital Advisors LLC
N/A—2,170-2,170-100%$274.7K———
Transamerica Financial Advisors, LLC
N/A—2,156-2,156-100%$273.0K———
Red Wave Investments LLC
N/A—2,153-2,153-100%$272.5K———
Perennial Investment Advisors, LLC
N/A—2,153-2,153-100%$272.5K———
Auxano Advisors, LLC
N/A—2,152-2,152-100%$272.4K———
Meramec Financial Planners, LLC
N/A—2,147-2,147-100%$276.6K———
Summitry LLC
N/A—2,130-2,130-100%$269.6K———
Cyber Hornet ETFs LLC
N/A—2,124-2,124-100%$268.9K———
Waterloo Capital, L.P.
N/A—2,120-2,120-100%$268.3K———
Darwin Wealth Management, LLC
N/A—2,109-2,109-100%$267.0K———
Spartan Wealth Advisory Services LLC
N/A—2,103-2,103-100%$266.2K———
Howe & Rusling Inc
N/A—2,083-2,083-100%$263.7K———
Peak Planning Group, LLC
N/A—2,061-2,061-100%$260.9K———
Marietta Investment Partners LLC
N/A—2,025-2,025-100%$256.3K———
Rockbridge Investment Management, LCC
N/A—2,024-2,024-100%$256.2K———
First Financial Bankshares Inc
N/A—2,014-2,014-100%$254.9K———
Meridian Wealth Partners, LLC
N/A—2,006-2,006-100%$253.9K———
Graver Capital Management, LLC
N/A—2,000-2,000-100%$253.2K———
Van Diest Capital, LLC
N/A—1,995-1,995-100%$252.5K———
LaSalle St. Investment Advisors, LLC
N/A—1,990-1,990-100%$251.9K———
Jacobs Levy Equity Management, Inc
N/A—1,985-1,985-100%$251.3K———
Atlantic Family Wealth, LLC
N/A—1,981-1,981-100%$250.8K———
Financial Engines Advisors L.L.C.
N/A—1,978-1,978-100%$250.4K———
Sivia Capital Partners, LLC
N/A—1,978-1,978-100%$250.4K———
VestGen Investment Management
N/A—1,972-1,972-100%$249.6K———
CarsonAllaria Wealth Management, Ltd.
N/A—1,968-1,968-100%$249.1K———
Walleye Capital LLC
N/A—1,947-1,947-100%$246.5K———
Alphadyne Asset Management LP
N/A—1,943-1,943-100%$245.9K———
OneAscent Wealth Management LLC
N/A—1,922-1,922-100%$243.2K———
Strategic Investment Solutions, Inc.
N/A—1,921-1,921-100%$243.2K———
McLean Asset Management Corp
N/A—1,914-1,914-100%$240.0K———
FSB Premier Wealth Management, Inc.
N/A—1,905-1,905-100%$241.2K———
Second Half Financial Partners, LLC
N/A—1,901-1,901-100%$240.7K———
Havemeyer Place LP
N/A—1,893-1,893-100%$239.6K———
Silvant Capital Management LLC
N/A—1,886-1,886-100%$238.7K———
EWA, LLC
N/A—1,885-1,885-100%$238.6K———
Stokes Family Office, LLC
N/A—1,880-1,880-100%$238.0K———
Safeguard Investment Advisory Group, LLC
N/A—1,840-1,840-100%$232.9K———
American Money Management, LLC
N/A—1,839-1,839-100%$232.8K———
Strathmore Capital Advisors, Inc.
N/A—1,836-1,836-100%$231.1K———
Impact Partnership Wealth, LLC
N/A—1,828-1,828-100%$231.3K———
Bank of the Bluegrass & Trust Co.
N/A—1,827-1,827-100%$208.3K———
Dopkins Wealth Management, LLC
N/A—1,816-1,816-100%$229.9K———
Everstar Asset Management, LLC
N/A—1,805-1,805-100%$228.5K———
Joule Financial, LLC
N/A—1,803-1,803-100%$228.3K———
Revere Asset Management, Inc
N/A—1,800-1,800-100%$227.8K———
Liberty Wealth Management LLC
N/A—1,791-1,791-100%$234.6K———
Charter Research & Investment Group, Inc.
N/A—1,781-1,781-100%$225.4K———
AXQ Capital, LP
N/A—1,764-1,764-100%$223.3K———
Wellspring Financial Advisors, LLC
N/A—1,744-1,744-100%$221.1K———
Granite Harbor Advisors, Inc.
N/A—1,734-1,734-100%$219.5K———
Hilltop Wealth Advisors, LLC
N/A—1,730-1,730-100%$219.0K———
S Harris Financial Group, LLC
N/A—1,729-1,729-100%$218.9K———
Rather & Kittrell, Inc.
N/A—1,715-1,715-100%$217.1K———
Alteri Wealth LLC
N/A—1,702-1,702-100%$215.4K———
F/m Investments LLC
N/A—1,695-1,695-100%$214.6K———
Hopwood Nicholas Hunter
N/A—1,690-1,690-100%$213.9K———
Ellenbecker Investment Group
N/A—1,678-1,678-100%$212.4K———
Old West Investment Management, LLC
N/A—1,666-1,666-100%$210.9K———
Allianz SE
N/A—1,666-1,666-100%$210.9K———
Sharp Wealth Advisory, LLC
N/A—1,661-1,661-100%$210.2K———
Becker Capital Management Inc
N/A—1,653-1,653-100%$209.2K———
MQS Management LLC
N/A—1,644-1,644-100%$208.1K———
Spwm Advisors LLC
N/A—1,644-1,644-100%$205.6K———
First American Trust, FSB
N/A—1,643-1,643-100%$208.0K———
Swan Global Investments, LLC
N/A—1,635-1,635-100%$207.0K———
Chancellor Financial Group WB LP
N/A—1,633-1,633-100%$206.7K———
Entelevest, LLC
N/A—1,625-1,625-100%$205.7K———
Stonebrook Private Inc.
N/A—1,623-1,623-100%$205.4K———
Koss-Olinger Consulting, LLC
N/A—1,622-1,622-100%$205.3K———
Khazanah Nasional Berhad
N/A—1,617-1,617-100%$204.7K———
Oversea-Chinese Banking Corp Ltd
N/A—1,615-1,615-100%$204.4K———
Capula Management Ltd
N/A—1,604-1,604-100%$203.0K———
Stonebridge Financial Group, LLC / MO
N/A—1,602-1,602-100%$202.8K———
Zhang Financial LLC
N/A—1,592-1,592-100%$201.5K———
Strategies Wealth Advisors, LLC
N/A—1,584-1,584-100%$200.5K———
Peak Retirement Planning, Inc.
N/A—1,583-1,583-100%$200.3K———
Morse Asset Management, Inc
N/A—1,500-1,500-100%$189.9K———
Dogwood Wealth Management LLC
N/A—1,475-1,475-100%$186.7K———
Institute for Wealth Management, Llc.
N/A—1,360-1,360-100%$172.1K———
Godfrey Financial Associates, Inc.
N/A—1,327-1,327-100%$168.0K———
Hollencrest Capital Management
N/A—1,318-1,318-100%$166.8K———
Fiduciary Financial Advisors
N/A—1,306-1,306-100%$164.6K———
Beaird Harris Wealth Management, LLC
N/A—1,302-1,302-100%$164.8K———
Palladiem, LLC
N/A—1,265-1,265-100%$160.2K———
Medallion Wealth Advisors, LLC
N/A—1,205-1,205-100%$152.7K———
Aventura Private Wealth, LLC
N/A—1,201-1,201-100%$152.0K———
Security National Bank of Sioux City Iowa
N/A—1,199-1,199-100%$151.8K———
Cutler Capital Management, LLC
N/A—1,183-1,183-100%$149.7K———
Tidemark, LLC
N/A—1,163-1,163-100%$147.2K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,134-1,134-100%$143.5K———
Webster Bank, N. A.
N/A—1,132-1,132-100%$143.3K———
Bravera Wealth
N/A—1,121-1,121-100%$141.9K———
Purpose Unlimited Inc.
N/A—1,106-1,106-100%$140.0K———
Tradewinds, Llc.
N/A—1,046-1,046-100%$3.7M———
Miller Capital Partners, Inc.
N/A—1,030-1,030-100%$130.4K———
Measured Wealth Private Client Group, LLC
N/A—1,029-1,029-100%$130.3K———
Copia Wealth Management
N/A—1,017-1,017-100%$128.8K———
JPL Wealth Management, LLC
N/A—1,009-1,009-100%$127.7K———
Private Wealth Asset Management, LLC
N/A—1,008-1,008-100%$127.6K———
N.E.W. Advisory Services LLC
N/A—999-999-100%$126.5K———
Prosperity Bancshares Inc
N/A—917-917-100%$116.1K———
C M Bidwell & Associates LTD
N/A—896-896-100%$113.4K———
GW&K Investment Management, LLC
N/A—885-885-100%$112.0K———
Kilter Group LLC
N/A—839-839-100%$106.2K———
PenderFund Capital Management Ltd.
N/A—808-808-100%$102.3K———
Avalon Trust Co
N/A—800-800-100%$101.3K———
Synergy Investment Management, LLC
N/A—784-784-100%$100.1K———
Keating Financial Advisory Services, Inc.
N/A—767-767-100%$97.1K———
LRI Investments, LLC
N/A—734-734-100%$92.9K———
Aberdeen Wealth Management LLC
N/A—725-725-100%$91.8K———
Luken Investment Analytics, LLC
N/A—721-721-100%$91.3K———
Sachetta, LLC
N/A—681-681-100%$86.2K———
Edmond de Rothschild Holding S.A.
N/A—667-667-100%$84.4K———
IMA Advisory Services, Inc.
N/A—647-647-100%$81.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—636-636-100%$80.5K———
1248 Management, LLC
N/A—587-587-100%$74.3K———
Basepoint Wealth LLC
N/A—573-573-100%$72.5K———
Lummis Asset Management, LP
N/A—500-500-100%$63.3K———
BankPlus Trust Department
N/A—494-494-100%$62.5K———
PIN OAK Investment Advisors Inc
N/A—472-472-100%$60.0K———
Wellington-Altus USA Inc.
N/A—470-470-100%$61.5K———
Delta Asset Management LLC
N/A—442-442-100%$55.9K———
Motco
N/A—434-434-100%$54.9K———
S&T Bank
N/A—434-434-100%$54.9K———
LGT Financial Advisors LLC
N/A—415-415-100%$52.6K———
Bruce G. Allen Investments, LLC
N/A—414-414-100%$52.4K———
Chesapeake Asset Management LLC
N/A—387-387-100%$49.0K———
Bellevue Asset Management, LLC
N/A—375-375-100%$47.5K———
Frazier Financial Advisors, LLC
N/A—368-368-100%$46.5K———
Walsh & Associates, LLC
N/A—362-362-100%$45.8K———
FWL Investment Management, LLC
N/A—349-349-100%$44.2K———
Millstone Evans Group, LLC
N/A—341-341-100%$43.2K———
Kemnay Advisory Services Inc.
N/A—328-328-100%$41.5K———
Harborfront Financial Group LLC
N/A—323-323-100%$40.9K———
Abound Financial, LLC
N/A—323-323-100%$40.9K———
Dunhill Financial, LLC
N/A—314-314-100%$39.8K———
Addison Advisors LLC
N/A—310-310-100%$39.2K———
Prestige Wealth Management Group LLC
N/A—304-304-100%$38.5K———
Nova Wealth Management, Inc.
N/A—302-302-100%$38.2K———
Mcguire Capital Advisors Inc
N/A—290-290-100%$36.7K———
Caitlin John, LLC
N/A—267-267-100%$33.8K———
Rialto Wealth Management, LLC
N/A—256-256-100%$32.4K———
CoreFirst Bank & Trust
N/A—252-252-100%$31.9K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—235-235-100%$29.7K———
Cornerstone Financial Management LLC
N/A—234-234-100%$29.6K———
Wellington Grp LLC
N/A—234-234-100%$30.6K———
Kerr Financial Planning Corp
N/A—223-223-100%$28.2K———
Raffa Wealth Management, LLC
N/A—211-211-100%$26.7K———
SOA Wealth Advisors, Llc.
N/A—208-208-100%$26.3K———
Tanglewood Legacy Advisors, LLC
N/A—206-206-100%$26.1K———
Allied Private Wealth LLC
N/A—184-184-100%$23.3K———
1 North Wealth Services LLC
N/A—183-183-100%$23.2K———
Vanguard National Trust Co
N/A—181-181-100%$22.9K———
Mpwm Advisory Solutions, LLC
N/A—175-175-100%$22.2K———
Ankerstar Wealth, LLC
N/A—168-168-100%$21.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—167-167-100%$21.1K———
Wiser Advisor Group LLC
N/A—160-160-100%$20.3K———
Orion Capital Management LLC
N/A—159-159-100%$20.1K———
Leo H. Evart, Inc.
N/A—156-156-100%$19.7K———
Migdal Insurance & Financial Holdings Ltd.
N/A—155-155-100%$19.6K———
Richard W. Paul & Associates, LLC
N/A—149-149-100%$18.9K———
Swan Capital LLC
N/A—148-148-100%$18.7K———
Ramirez Asset Management, Inc.
N/A—144-144-100%$18.2K———
Lavaca Capital LLC
N/A—138-138-100%$17.5K———
Financial Gravity Companies, Inc.
N/A—134-134-100%$17.0K———
ESL Trust Services, LLC
N/A—131-131-100%$16.6K———
EFG International AG
N/A—129-129-100%$16.3K———
TD Capital Management LLC
N/A—121-121-100%$15.3K———
Erste Asset Management GmbH
N/A—120-120-100%$15.2K———
Sankala Group LLC
N/A—114-114-100%$14.2K———
Imprint Wealth LLC
N/A—107-107-100%$13.5K———
Core Alternative Capital
N/A—104-104-100%$13.2K———
Burnham & Co LLC
N/A—100-100-100%$12.7K———
Graney & King, LLC
N/A—100-100-100%$12.7K———
WealthCollab, LLC
N/A—92-92-100%$11.6K———
Park Square Financial Group, LLC
N/A—90-90-100%$11.4K———
Manning & Napier Advisors LLC
N/A—87-87-100%$11.1K———
HighMark Wealth Management LLC
N/A—87-87-100%$11.0K———
Highland Investment Advisors LLC
N/A—79-79-100%$9.9K———
Investors Portfolio Services LLC
N/A—71-71-100%$9.0K———
Westend Capital Management, LLC
N/A—68-68-100%$8.6K———
Atlas Capital Advisors Inc.
N/A—67-67-100%$8.5K———
Penserra Capital Management LLC
N/A—66-66-100%$8———
MRP Capital Investments, LLC
N/A—63-63-100%$8.0K———
Davis Asset Management, L.P.
N/A—54-54-100%$6.8K———
Ogorek Anthony Joseph
N/A—52-52-100%$6———
Atomic Invest LLC
N/A—47-47-100%$6.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—47-47-100%$6.0K———
JDM Financial Group LLC
N/A—46-46-100%$5.8K———
BOK Financial Private Wealth, Inc.
N/A—44-44-100%$5.6K———
Cbiz Investment Advisory Services, LLC
N/A—43-43-100%$5.6K———
Greykasell Wealth Strategies, Inc.
N/A—41-41-100%$5.2K———
Consultiva Wealth Management, Corp.
N/A—34-34-100%$4.3K———
Quarry LP
N/A—33-33-100%$4.2K———
1015 Capital Partners, LLC
N/A—24-24-100%$3.0K———
Toews Corp
N/A—19-19-100%$2.4K———
Osbon Capital Management LLC
N/A—16-16-100%$2.0K———
Vanguard Advisers Inc
N/A—14-14-100%$1.8K———
HFM Investment Advisors, LLC
N/A—11-11-100%$1.4K———
Strive Financial Group,LLC
N/A—10-10-100%$1.3K———
Meeder Asset Management Inc
N/A—1-1-100%$127———
Ross\johnson & Associates LLC
N/A—1-1-100%$127———
Elequin Capital, LP
N/A—1-1-100%$127———
Showing 2553 of 2553 institutions