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Enbridge Inc (ENB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Bank of Montreal
DECREASED
Shares58,946,023 from 61,486,532
Change-2,540,509 (-4%)
Value$2.7B (-$590.9M)
Filed 2026-11-09
Deutsche Bank Ag\
INCREASED
Shares34,468,648 from 34,135,814
Change+332,834 (+1%)
Value$1.6B (-$248.1M)
Filed 2026-11-06
Geode Capital Management, LLC
INCREASED
Shares28,198,418 from 25,099,241
Change+3,099,177 (+12%)
Value$1.3B (-$51.0M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares21,227,282 from 21,151,328
Change+75,954 (+0%)
Value$986.4M (-$640.3M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares16,456,664 from 16,189,798
Change+266,866 (+2%)
Value$760.6M (-$103.4M)
Filed 2026-10-16
CIBC Asset Management Inc
INCREASED
Shares16,353,325 from 14,080,398
Change+2,272,927 (+16%)
Value$762.7M (-$1.3M)
Filed 2026-11-05
Amundi
INCREASED
Shares12,214,181 from 11,948,497
Change+265,684 (+2%)
Value$567.8M (-$79.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares9,384,252 from 7,611,637
Change+1,772,615 (+23%)
Value$436.3M (+$23.6M)
Filed 2026-11-05
AGF Management LTD
INCREASED
Shares4,079,925 from 3,232,501
Change+847,424 (+26%)
Value$205.1M (+$11.9M)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares3,789,912 from 3,662,839
Change+127,073 (+3%)
Value$176.2M (-$22.4M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares3,574,687 from 3,415,298
Change+159,389 (+5%)
Value$166.2M (-$19.0M)
Filed 2026-11-04
Picton Mahoney Asset Management
INCREASED
Shares3,473,863 from 3,371,682
Change+102,181 (+3%)
Value$161.3M (-$21.1M)
Filed 2026-11-09
Antipodes Partners Ltd
INCREASED
Shares2,470,685 from 1,878,276
Change+592,409 (+32%)
Value$115.1M (+$13.3M)
Filed 2026-11-05
Maryland State Retirement & Pension System
DECREASED
Shares2,416,568 from 2,608,729
Change-192,161 (-7%)
Value$112.3M (-$29.0M)
Filed 2026-11-05
M&G Plc
INCREASED
Shares2,215,296 from 1,937,470
Change+277,826 (+14%)
Value$118.5M (+$14.6M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares2,119,461 from 1,397,471
Change+721,990 (+52%)
Value$98.5M (+$22.8M)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares2,070,866 from 1,000,995
Change+1,069,871 (+107%)
Value$96.5M (+$42.2M)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares1,908,321 from 1,918,470
Change-10,149 (-1%)
Value$88.9M (-$15.6M)
Filed 2026-10-14
Vontobel Holding Ltd.
DECREASED
Shares1,863,000 from 4,797,300
Change-2,934,300 (-61%)
Value$86.6M (-$173.3M)
Filed 2026-10-16
Neos Investment Management LLC
INCREASED
Shares1,829,894 from 1,177,198
Change+652,696 (+55%)
Value$85.3M (+$21.4M)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares1,774,630 from 1,980,212
Change-205,582 (-10%)
Value$82.6M (-$24.9M)
Filed 2026-11-06
Cincinnati Insurance Co
UNCHANGED
Shares1,647,025 from 1,647,025
Change0 (0%)
Value$76.6M (-$12.7M)
Filed 2026-11-03
Addenda Capital Inc.
INCREASED
Shares1,627,776 from 1,559,468
Change+68,308 (+4%)
Value$107.7M (-$12.3M)
Filed 2026-10-13
Duff & Phelps Investment Management Co
INCREASED
Shares1,454,343 from 1,316,326
Change+138,017 (+10%)
Value$67.6M (-$3.7M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares1,345,688 from 1,143,910
Change+201,778 (+18%)
Value$62.6M (+$549.7K)
Filed 2026-10-28
Nykredit A/S
INCREASED
Shares1,239,361 from 954,686
Change+284,675 (+30%)
Value$57.7M (+$6.0M)
Filed 2026-11-06
Miller Howard Investments Inc
INCREASED
Shares1,212,807 from 1,166,580
Change+46,227 (+4%)
Value$56.4M (-$6.9M)
Filed 2026-10-26
Alberta Investment Management Corp
INCREASED
Shares1,158,654 from 1,055,134
Change+103,520 (+10%)
Value$53.9M (-$3.3M)
Filed 2026-11-09
Assetmark, Inc
INCREASED
Shares971,982 from 919,996
Change+51,986 (+6%)
Value$45.2M (-$4.7M)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares809,938 from 810,693
Change-755 (0%)
Value$37.7M (-$6.3M)
Filed 2026-10-30
Intact Investment Management Inc.
DECREASED
Shares717,563 from 737,763
Change-20,200 (-3%)
Value$33.4M (-$6.6M)
Filed 2026-11-03
QV Investors Inc.
DECREASED
Shares692,419 from 696,095
Change-3,676 (-1%)
Value$32.3M (-$5.5M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares692,181 from 721,415
Change-29,234 (-4%)
Value$32.2M (-$6.9M)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
INCREASED
Shares654,034 from 434,873
Change+219,161 (+50%)
Value$30.5M (+$6.9M)
Filed 2026-10-27
Guardian Partners Inc.
DECREASED
Shares653,629 from 666,941
Change-13,312 (-2%)
Value$30.5M (-$5.7M)
Filed 2026-10-21
Midwest Trust Co
DECREASED
Shares634,933 from 639,579
Change-4,646 (-1%)
Value$29.5M (-$5.2M)
Filed 2026-10-22
Florida Trust Wealth Management Co
DECREASED
Shares627,632 from 637,359
Change-9,727 (-2%)
Value$29.2M (-$5.4M)
Filed 2026-11-05
Cushing Asset Management, LP dba NXG Investment Management
DECREASED
Shares621,500 from 956,500
Change-335,000 (-35%)
Value$28.9M (-$23.0M)
Filed 2026-10-26
Oppenheimer Asset Management Inc.
INCREASED
Shares608,311 from 597,754
Change+10,557 (+2%)
Value$28.3M (-$4.1M)
Filed 2026-10-27
Verity & Verity, LLC
INCREASED
Shares591,903 from 575,157
Change+16,746 (+3%)
Value$27.5M (-$3.7M)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares550,416 from 737,999
Change-187,583 (-25%)
Value$25.6M (-$14.4M)
Filed 2026-11-04
Border to Coast Pensions Partnership Ltd
DECREASED
Shares515,000 from 625,000
Change-110,000 (-18%)
Value$24.0M (-$9.9M)
Filed 2026-10-09
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares501,100 from 483,545
Change+17,555 (+4%)
Value$23.3M (-$2.9M)
Filed 2026-11-09
Hennessy Advisors Inc
INCREASED
Shares491,665 from 454,565
Change+37,100 (+8%)
Value$22.9M (-$1.8M)
Filed 2026-10-28
Fiera Capital Corp
DECREASED
Shares488,911 from 517,594
Change-28,683 (-6%)
Value$22.8M (-$5.3M)
Filed 2026-11-06
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares469,197 from 523,127
Change-53,930 (-10%)
Value$31.1M (-$9.2M)
Filed 2026-10-20
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares443,664 from 443,664
Change0 (0%)
Value$20.6M (-$3.4M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares430,349 from 425,293
Change+5,056 (+1%)
Value$20.0M (-$3.0M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares423,412 from 413,968
Change+9,444 (+2%)
Value$19.7M (-$2.7M)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares408,721 from 398,193
Change+10,528 (+3%)
Value$19.0M (-$2.6M)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares396,560 from 369,582
Change+26,978 (+7%)
Value$18.4M (-$1.6M)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares385,768 from 344,571
Change+41,197 (+12%)
Value$17.9M (-$744.8K)
Filed 2026-10-26
US Bancorp \de\
DECREASED
Shares354,528 from 360,663
Change-6,135 (-2%)
Value$16.5M (-$3.1M)
Filed 2026-11-05
Tectonic Advisors LLC
INCREASED
Shares354,389 from 330,075
Change+24,314 (+7%)
Value$16.5M (-$1.4M)
Filed 2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED
Shares339,168 from 314,760
Change+24,408 (+8%)
Value$16.0M (-$1.6M)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares339,035 from 336,889
Change+2,146 (+1%)
Value$15.8M (-$2.5M)
Filed 2026-11-06
Cardinal Point Capital Management ULC
INCREASED
Shares334,206 from 321,142
Change+13,064 (+4%)
Value$15.6M (-$1.8M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares330,925 from 302,014
Change+28,911 (+10%)
Value$15.4M (-$987.5K)
Filed 2026-11-02
Natixis
DECREASED
Shares327,879 from 341,005
Change-13,126 (-4%)
Value$15.2M (-$3.2M)
Filed 2026-11-06
Cincinnati Casualty Co
UNCHANGED
Shares309,418 from 309,418
Change0 (0%)
Value$14.4M (-$2.4M)
Filed 2026-11-03
Farmers & Merchants Investments Inc
INCREASED
Shares296,817 from 292,885
Change+3,932 (+1%)
Value$13.8M (-$2.1M)
Filed 2026-10-22
Catalyst Capital Advisors LLC
UNCHANGED
Shares292,653 from 292,653
Change0 (0%)
Value$13.6M (-$2.3M)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares288,482 from 259,698
Change+28,784 (+11%)
Value$13.4M (-$666.7K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares288,441 from 284,342
Change+4,099 (+1%)
Value$13.4M (-$2.1M)
Filed 2026-10-13
Dupree Financial Group, LLC
INCREASED
Shares263,037 from 256,946
Change+6,091 (+2%)
Value$12.2M (-$1.7M)
Filed 2026-10-09
Covea Finance
INCREASED
Shares258,640 from 243,700
Change+14,940 (+6%)
Value$12.1M (-$1.1M)
Filed 2026-10-21
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares253,240 from 322,183
Change-68,943 (-21%)
Value$11.8M (-$5.7M)
Filed 2026-10-19
Franklin Street Advisors Inc
INCREASED
Shares249,293 from 248,392
Change+901 (+0%)
Value$11.6M (-$1.9M)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares248,055 from 234,435
Change+13,620 (+6%)
Value$11.5M (-$1.2M)
Filed 2026-11-05
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares242,457 from 239,212
Change+3,245 (+1%)
Value$11.3M (-$1.7M)
Filed 2026-10-09
Jacobs & Co
DECREASED
Shares237,653 from 246,172
Change-8,519 (-3%)
Value$11.0M (+$11.0M)
Filed 2026-10-09
Cardinal Capital Management, Inc.
DECREASED
Shares219,173 from 419,175
Change-200,002 (-48%)
Value$10.2M (-$12.5M)
Filed 2026-10-16
Soltis Investment Advisors LLC
INCREASED
Shares210,503 from 199,679
Change+10,824 (+5%)
Value$9.8M (-$1.0M)
Filed 2026-10-28
Advocate Group LLC
DECREASED
Shares210,152 from 227,160
Change-17,008 (-7%)
Value$9.8M (-$2.5M)
Filed 2026-10-19
Columbus Macro, LLC
DECREASED
Shares206,609 from 360,111
Change-153,502 (-43%)
Value$9.6M (-$9.9M)
Filed 2026-10-14
ProShare Advisors LLC
DECREASED
Shares200,614 from 227,109
Change-26,495 (-12%)
Value$9.3M (-$3.0M)
Filed 2026-10-29
Stackstone Wealth, LLC
NEW
Shares193,931
Change+193,931
Value$9.0M
Filed 2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED
Shares193,711 from 193,619
Change+92 (+0%)
Value$9.0M (-$1.5M)
Filed 2026-11-05
ASR Vermogensbeheer N.V.
INCREASED
Shares192,582 from 91,108
Change+101,474 (+111%)
Value$9.0M (+$4.0M)
Filed 2026-10-16
Trust Co of Vermont
INCREASED
Shares186,811 from 186,372
Change+439 (+0%)
Value$8.7M (-$1.4M)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares186,020 from 182,926
Change+3,094 (+2%)
Value$8.6M (-$1.3M)
Filed 2026-10-28
Cincinnati Financial Corp
UNCHANGED
Shares185,828 from 185,828
Change0 (0%)
Value$8.6M (-$1.4M)
Filed 2026-11-03
S.E.E.D. Planning Group LLC
DECREASED
Shares185,386 from 188,563
Change-3,177 (-2%)
Value$8.6M (-$1.6M)
Filed 2026-10-07
Viewpoint Investment Partners Corp
INCREASED
Shares184,700 from 164,564
Change+20,136 (+12%)
Value$8.5M (-$289.7K)
Filed 2026-10-26
Lido Advisors, LLC
DECREASED
Shares180,345 from 180,411
Change-66 (0%)
Value$8.4M (-$1.4M)
Filed 2026-11-04
Americana Partners, LLC
DECREASED
Shares179,385 from 179,464
Change-79 (0%)
Value$8.3M (-$1.4M)
Filed 2026-10-28
TrueMark Investments, LLC
INCREASED
Shares178,511 from 157,958
Change+20,553 (+13%)
Value$8.3M (-$263.9K)
Filed 2026-11-05
Guinness Asset Management LTD
DECREASED
Shares172,099 from 172,617
Change-518 (0%)
Value$8.0M (-$1.4M)
Filed 2026-11-05
Private Advisory Group LLC
INCREASED
Shares170,597 from 114,683
Change+55,914 (+49%)
Value$7.9M (+$1.7M)
Filed 2026-11-06
ProVise Management Group, LLC
DECREASED
Shares169,290 from 173,822
Change-4,532 (-3%)
Value$7.9M (-$1.6M)
Filed 2026-11-06
Gulf International Bank (UK) Ltd
UNCHANGED
Shares165,209 from 165,209
Change0 (0%)
Value$7.7M (-$1.3M)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares162,525 from 167,510
Change-4,985 (-3%)
Value$7.6M (-$1.5M)
Filed 2026-10-27
Salem Investment Counselors Inc
INCREASED
Shares160,824 from 160,004
Change+820 (+1%)
Value$7.5M (-$1.2M)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED
Shares158,690 from 161,787
Change-3,097 (-2%)
Value$7.4M (-$1.4M)
Filed 2026-10-13
Goelzer Investment Management, Inc.
DECREASED
Shares158,010 from 161,878
Change-3,868 (-2%)
Value$7.3M (-$1.4M)
Filed 2026-10-16
Gilman Hill Asset Management, LLC
INCREASED
Shares155,135 from 152,356
Change+2,779 (+2%)
Value$7.2M (-$1.0M)
Filed 2026-10-13
Advisors Management Group Inc
DECREASED
Shares148,856 from 150,549
Change-1,693 (-1%)
Value$6.9M (-$1.2M)
Filed 2026-11-05
Madden Securities Corp
INCREASED
Shares145,267 from 145,231
Change+36 (+0%)
Value$6.8M (-$1.1M)
Filed 2026-10-27
Savant Capital, LLC
INCREASED
Shares142,954 from 82,751
Change+60,203 (+73%)
Value$6.6M (+$2.2M)
Filed 2026-11-06
M. Kraus & Co
INCREASED
Shares142,592 from 142,263
Change+329 (+0%)
Value$6.6M (-$1.1M)
Filed 2026-10-20
Bessemer Group Inc
INCREASED
Shares137,057 from 124,132
Change+12,925 (+10%)
Value$6.4M (-$344.0K)
Filed 2026-11-09
Evergreen Capital Management LLC
INCREASED
Shares132,393 from 128,627
Change+3,766 (+3%)
Value$6.2M (-$817.9K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares130,285 from 123,660
Change+6,625 (+5%)
Value$6.1M (-$646.3K)
Filed 2026-10-23
Argent Trust Co
DECREASED
Shares127,259 from 164,019
Change-36,760 (-22%)
Value$5.9M (-$3.0M)
Filed 2026-11-09
Telos Capital Management, Inc.
INCREASED
Shares125,524 from 124,447
Change+1,077 (+1%)
Value$5.8M (-$910.7K)
Filed 2026-11-02
Pathway Financial Advisers, LLC
INCREASED
Shares125,409 from 124,120
Change+1,289 (+1%)
Value$5.8M (-$898.3K)
Filed 2026-10-27
111 Capital
INCREASED
Shares122,574 from 47,245
Change+75,329 (+159%)
Value$5.7M (+$3.1M)
Filed 2026-11-03
Moors & Cabot, Inc.
DECREASED
Shares119,893 from 122,726
Change-2,833 (-2%)
Value$5.6M (-$1.1M)
Filed 2026-11-06
Premier Fund Managers Ltd
DECREASED
Shares119,868 from 373,668
Change-253,800 (-68%)
Value$5.6M (+$5.6M)
Filed 2026-11-02
Spirit of America Management Corp
UNCHANGED
Shares119,777 from 119,777
Change0 (0%)
Value$5.6M (-$924.7K)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares119,394 from 121,545
Change-2,151 (-2%)
Value$5.6M (-$1.0M)
Filed 2026-10-05
TD Private Client Wealth LLC
INCREASED
Shares118,734 from 111,196
Change+7,538 (+7%)
Value$5.5M (-$495.8K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares117,030 from 128,561
Change-11,531 (-9%)
Value$5.4M (-$1.5M)
Filed 2026-11-05
Zions Bancorporation, National Association
DECREASED
Shares116,854 from 167,339
Change-50,485 (-30%)
Value$5.4M (-$3.6M)
Filed 2026-11-06
Adell Harriman & Carpenter Inc
DECREASED
Shares115,889 from 116,464
Change-575 (0%)
Value$5.4M (-$925.8K)
Filed 2026-11-02
CWA Asset Management Group, LLC
INCREASED
Shares115,750 from 100,422
Change+15,328 (+15%)
Value$5.4M (-$62.6K)
Filed 2026-10-19
Principal Financial Group Inc
DECREASED
Shares114,972 from 260,966
Change-145,994 (-56%)
Value$5.4M (-$8.8M)
Filed 2026-11-02
BCV Asset Management Inc.
INCREASED
Shares112,899 from 109,615
Change+3,284 (+3%)
Value$5.3M (-$791.5K)
Filed 2026-11-06
Candriam S.C.A.
INCREASED
Shares111,253 from 108,003
Change+3,250 (+3%)
Value$5.2M (-$646.6K)
Filed 2026-11-03
Vise Technologies, Inc.
DECREASED
Shares107,794 from 117,275
Change-9,481 (-8%)
Value$5.0M (-$1.3M)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares104,344 from 103,109
Change+1,235 (+1%)
Value$4.9M (-$738.6K)
Filed 2026-10-15
Intech Investment Management LLC
DECREASED
Shares101,929 from 109,701
Change-7,772 (-7%)
Value$4.7M (-$1.2M)
Filed 2026-11-09
Farther Finance Advisors, LLC
INCREASED
Shares100,007 from 86,972
Change+13,035 (+15%)
Value$4.6M (-$65.4K)
Filed 2026-10-08
First Bank & Trust
INCREASED
Shares99,621 from 97,299
Change+2,322 (+2%)
Value$4.6M (-$643.2K)
Filed 2026-10-19
Alpha Omega Wealth Management LLC
DECREASED
Shares99,128 from 102,889
Change-3,761 (-4%)
Value$4.6M (-$969.2K)
Filed 2026-10-23
Bahl & Gaynor LLC
DECREASED
Shares96,763 from 97,647
Change-884 (-1%)
Value$4.5M (-$794.9K)
Filed 2026-11-05
Old North State Wealth Management, LLC
INCREASED
Shares92,593 from 91,685
Change+908 (+1%)
Value$4.3M (-$666.1K)
Filed 2026-10-22
Pacifica Partners Inc.
INCREASED
Shares90,968 from 73,687
Change+17,281 (+23%)
Value$4.2M (+$220.3K)
Filed 2026-10-09
Bourne Lent Asset Management Inc
DECREASED
Shares86,619 from 86,650
Change-31 (0%)
Value$4.0M (-$670.4K)
Filed 2026-11-05
Towne Trust Company, N.a
DECREASED
Shares85,876 from 90,361
Change-4,485 (-5%)
Value$4.0M (-$906.1K)
Filed 2026-10-28
Allworth Financial LP
INCREASED
Shares85,402 from 79,668
Change+5,734 (+7%)
Value$4.6M (+$310.8K)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares84,511 from 80,508
Change+4,003 (+5%)
Value$3.9M (-$435.4K)
Filed 2026-10-22
Greystone Financial Group, LLC
NEW
Shares83,732
Change+83,732
Value$3.9M
Filed 2026-10-26
Stokes Capital Advisors, LLC
INCREASED
Shares83,121 from 80,736
Change+2,385 (+3%)
Value$3.9M (-$512.4K)
Filed 2026-10-09
Assenagon Asset Management S.A.
INCREASED
Shares82,970 from 80,753
Change+2,217 (+3%)
Value$3.9M (-$511.8K)
Filed 2026-10-15
Shrier Wealth Management, LLC
DECREASED
Shares82,870 from 83,995
Change-1,125 (-1%)
Value$3.9M (-$700.7K)
Filed 2026-10-20
Gold Investment Management Ltd.
INCREASED
Shares82,573 from 78,353
Change+4,220 (+5%)
Value$3.8M (-$409.1K)
Filed 2026-10-19
Romano Brothers and Company
INCREASED
Shares82,295 from 78,215
Change+4,080 (+5%)
Value$3.8M (-$414.1K)
Filed 2026-10-22
Royal Palms Capital LLC
DECREASED
Shares81,958 from 85,014
Change-3,056 (-4%)
Value$3.8M (-$798.4K)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares81,569 from 82,128
Change-559 (-1%)
Value$3.8M (-$660.0K)
Filed 2026-10-20
IFG Advisory, LLC
INCREASED
Shares81,071 from 75,362
Change+5,709 (+8%)
Value$3.8M (-$316.4K)
Filed 2026-11-09
Argyle Capital Management, LLC
INCREASED
Shares77,777 from 76,093
Change+1,684 (+2%)
Value$3.6M (-$509.1K)
Filed 2026-10-28
UniSuper Management Pty Ltd
INCREASED
Shares77,285 from 58,885
Change+18,400 (+31%)
Value$5.1M (+$583.6K)
Filed 2026-10-26
Canal Insurance Co
UNCHANGED
Shares76,720 from 76,720
Change0 (0%)
Value$3.6M (-$592.0K)
Filed 2026-10-20
Kentucky Trust Co
DECREASED
Shares75,330 from 75,533
Change-203 (0%)
Value$3.5M (-$592.6K)
Filed 2026-10-15
Griffin Asset Management, Inc.
DECREASED
Shares73,904 from 77,869
Change-3,965 (-5%)
Value$3.4M (-$785.5K)
Filed 2026-10-22
Foresight Capital Management Advisors, Inc.
INCREASED
Shares72,775 from 71,367
Change+1,408 (+2%)
Value$3.4M (-$485.5K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
DECREASED
Shares72,389 from 75,270
Change-2,881 (-4%)
Value$3.4M (-$715.0K)
Filed 2026-10-16
AlTi Global, Inc.
DECREASED
Shares72,027 from 72,218
Change-191 (0%)
Value$3.3M (-$566.4K)
Filed 2026-11-09
TrinityBridge Ltd
INCREASED
Shares71,670 from 57,970
Change+13,700 (+24%)
Value$3.3M (+$189.0K)
Filed 2026-10-30
Level Four Advisory Services, LLC
INCREASED
Shares70,933 from 68,524
Change+2,409 (+4%)
Value$3.3M (-$417.0K)
Filed 2026-11-06
Sky Investment Group LLC
NEW
Shares70,230
Change+70,230
Value$3.3M
Filed 2026-10-30
Ritholtz Wealth Management
DECREASED
Shares70,108 from 70,741
Change-633 (-1%)
Value$3.3M (-$575.5K)
Filed 2026-11-05
Fractal Investments LLC
UNCHANGED
Shares67,500 from 67,500
Change0 (0%)
Value$3.1M (-$521.1K)
Filed 2026-10-28
Lynx Capital Group LTD
INCREASED
Shares66,437 from 66,379
Change+58 (+0%)
Value$3.1M (-$509.8K)
Filed 2026-11-04
Burkett Asset Management Ltd
NEW
Shares65,838
Change+65,838
Value$3.1M
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares64,379 from 64,835
Change-456 (-1%)
Value$3.1M (-$556.8K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares64,295 from 63,779
Change+516 (+1%)
Value$3.0M (-$466.5K)
Filed 2026-10-30
MH & Associates Securities Management Corp
INCREASED
Shares64,101 from 63,926
Change+175 (+0%)
Value$3.0M (-$485.4K)
Filed 2026-10-30
Fulton Bank, N.A.
DECREASED
Shares61,689 from 62,938
Change-1,249 (-2%)
Value$2.9M (-$543.9K)
Filed 2026-10-14
Marks Group Wealth Management, Inc
DECREASED
Shares61,241 from 63,786
Change-2,545 (-4%)
Value$2.8M (-$610.7K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares60,419 from 59,098
Change+1,321 (+2%)
Value$2.8M (-$394.8K)
Filed 2026-11-06
Diversify Advisory Services, LLC
DECREASED
Shares59,968 from 60,387
Change-419 (-1%)
Value$2.8M (-$534.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares59,968 from 60,387
Change-419 (-1%)
Value$2.8M (-$534.1K)
Filed 2026-10-20
Beutel, Goodman & Co Ltd.
DECREASED
Shares59,866 from 60,266
Change-400 (-1%)
Value$2.8M (-$477.0K)
Filed 2026-11-04
Regions Financial Corp
INCREASED
Shares58,537 from 58,040
Change+497 (+1%)
Value$2.7M (-$425.0K)
Filed 2026-11-05
CGN Advisors LLC
INCREASED
Shares58,294 from 56,666
Change+1,628 (+3%)
Value$2.7M (-$361.8K)
Filed 2026-10-21
Ted Buchan & Co
DECREASED
Shares56,366 from 58,280
Change-1,914 (-3%)
Value$2.6M (-$533.2K)
Filed 2026-10-23
Raleigh Capital Management Inc.
INCREASED
Shares56,265 from 54,988
Change+1,277 (+2%)
Value$2.6M (-$365.1K)
Filed 2026-10-28
Radnor Capital Management, LLC
DECREASED
Shares55,755 from 56,205
Change-450 (-1%)
Value$2.6M (-$454.8K)
Filed 2026-10-23
Intrua Financial, LLC
INCREASED
Shares55,615 from 55,263
Change+352 (+1%)
Value$2.6M (-$410.3K)
Filed 2026-10-28
Graham Capital Wealth Management, LLC
DECREASED
Shares55,380 from 55,998
Change-618 (-1%)
Value$2.6M (-$461.0K)
Filed 2026-10-26
Harbour Trust & Investment Management Co
DECREASED
Shares54,829 from 57,753
Change-2,924 (-5%)
Value$2.5M (-$581.8K)
Filed 2026-10-28
CenterBook Partners LP
NEW
Shares54,791
Change+54,791
Value$2.5M
Filed 2026-11-02
Old Port Advisors
INCREASED
Shares54,545 from 54,131
Change+414 (+1%)
Value$2.5M (-$398.6K)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares54,271 from 49,444
Change+4,827 (+10%)
Value$2.5M (-$157.3K)
Filed 2026-10-15
Clear Trail Advisors, LLC
INCREASED
Shares53,977 from 53,865
Change+112 (+0%)
Value$2.5M (-$410.7K)
Filed 2026-10-20
Donaldson Capital Management, LLC
INCREASED
Shares53,598 from 49,560
Change+4,038 (+8%)
Value$2.5M (-$194.9K)
Filed 2026-11-09
Ethic Inc.
INCREASED
Shares53,476 from 50,700
Change+2,776 (+5%)
Value$2.5M (-$262.4K)
Filed 2026-11-03
Signaturefd, LLC
DECREASED
Shares53,307 from 54,997
Change-1,690 (-3%)
Value$2.5M (-$503.1K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
DECREASED
Shares53,264 from 56,313
Change-3,049 (-5%)
Value$2.5M (-$576.5K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
DECREASED
Shares52,919 from 53,178
Change-259 (0%)
Value$2.5M (-$422.5K)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares52,854 from 49,248
Change+3,606 (+7%)
Value$2.5M (-$212.6K)
Filed 2026-11-03
Cullen Investment Group, Ltd.
INCREASED
Shares52,442 from 51,314
Change+1,128 (+2%)
Value$2.5M (-$319.6K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares52,292 from 50,390
Change+1,902 (+4%)
Value$2.4M (-$300.5K)
Filed 2026-10-14
Triasima Portfolio Management inc.
DECREASED
Shares50,561 from 177,163
Change-126,602 (-71%)
Value$2.4M (-$7.2M)
Filed 2026-10-15
Home Federal Bank of Tennessee
DECREASED
Shares50,496 from 50,497
Change-1 (0%)
Value$2.3M (-$389.9K)
Filed 2026-10-15
Monashee Investment Management LLC
NEW
Shares50,000
Change+50,000
Value$2.3M
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares49,747 from 50,606
Change-859 (-2%)
Value$2.3M (-$430.6K)
Filed 2026-10-22
Fideuram Asset Management (Ireland) dac
DECREASED
Shares49,608 from 83,328
Change-33,720 (-40%)
Value$3.7M (-$2.6M)
Filed 2026-10-29
Hartline Investment Corp/
INCREASED
Shares49,380 from 42,390
Change+6,990 (+16%)
Value$2.3M (-$2.3K)
Filed 2026-10-29
Cidel Asset Management Inc
DECREASED
Shares49,352 from 50,063
Change-711 (-1%)
Value$2.3M (-$414.5K)
Filed 2026-10-29
Cincinnati Indemnity Co
UNCHANGED
Shares49,200 from 49,200
Change0 (0%)
Value$2.3M (-$379.8K)
Filed 2026-11-03
McAlvany Wealth Management LLC
INCREASED
Shares48,826 from 30,445
Change+18,381 (+60%)
Value$2.3M (+$619.5K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED
Shares48,706 from 10,476
Change+38,230 (+365%)
Value$2.3M (+$1.7M)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares47,208 from 69,171
Change-21,963 (-32%)
Value$2.2M (-$1.6M)
Filed 2026-11-09
Triangle Securities Wealth Management
DECREASED
Shares46,650 from 48,270
Change-1,620 (-3%)
Value$2.2M (-$448.0K)
Filed 2026-10-14
Jamison Private Wealth Management, Inc.
INCREASED
Shares46,501 from 44,665
Change+1,836 (+4%)
Value$2.2M (-$259.5K)
Filed 2026-10-14
Adams Asset Advisors, LLC
UNCHANGED
Shares46,445 from 46,445
Change0 (0%)
Value$2.2M (-$358.6K)
Filed 2026-10-08
Meixler Investment Management, Ltd.
INCREASED
Shares46,334 from 27,098
Change+19,236 (+71%)
Value$2.2M (+$685.1K)
Filed 2026-11-03
Value Partners Investments Inc.
DECREASED
Shares45,481 from 45,668
Change-187 (0%)
Value$2.1M (-$351.2K)
Filed 2026-10-19
TSP Capital Management Group, LLC
UNCHANGED
Shares44,251 from 44,251
Change0 (0%)
Value$2.1M (-$341.6K)
Filed 2026-10-15
Verdence Capital Advisors LLC
INCREASED
Shares43,891 from 43,373
Change+518 (+1%)
Value$2.0M (-$310.8K)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares43,401 from 44,747
Change-1,346 (-3%)
Value$2.0M (-$408.0K)
Filed 2026-10-23
Glenview Trust Co
DECREASED
Shares43,008 from 43,045
Change-37 (0%)
Value$2.0M (-$334.0K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares42,782 from 43,494
Change-712 (-2%)
Value$2.0M (-$368.9K)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares42,660 from 40,155
Change+2,505 (+6%)
Value$2.0M (-$193.1K)
Filed 2026-11-04
Woodstock Corp
DECREASED
Shares42,306 from 42,906
Change-600 (-1%)
Value$2.0M (-$359.1K)
Filed 2026-10-13
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares42,224 from 42,224
Change0 (0%)
Value$2.0M (+$2.0M)
Filed 2026-10-14
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares41,975 from 37,048
Change+4,927 (+13%)
Value$2.0M (-$56.9K)
Filed 2026-10-09
Central Trust Co
DECREASED
Shares41,827 from 43,977
Change-2,150 (-5%)
Value$1.9M (-$439.5K)
Filed 2026-11-05
First Horizon Corp
DECREASED
Shares40,897 from 41,104
Change-207 (0%)
Value$1.9M (-$326.9K)
Filed 2026-10-26
Independent Solutions Wealth Management, LLC
INCREASED
Shares40,880 from 38,852
Change+2,028 (+5%)
Value$1.9M (-$205.7K)
Filed 2026-10-28
Fourpath Capital Management, LLC
DECREASED
Shares40,131 from 40,581
Change-450 (-1%)
Value$1.9M (-$334.2K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares39,817 from 49,760
Change-9,943 (-20%)
Value$1.9M (-$846.4K)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares39,336 from 38,813
Change+523 (+1%)
Value$1.8M (-$275.3K)
Filed 2026-11-06
HBW Advisory Services LLC
DECREASED
Shares39,304 from 51,199
Change-11,895 (-23%)
Value$1.8M (-$948.2K)
Filed 2026-10-15
Cigna Investments Inc
UNCHANGED
Shares39,300 from 39,300
Change0 (0%)
Value$1.8M (-$300.0K)
Filed 2026-10-19
Crossmark Global Holdings, Inc.
DECREASED
Shares39,120 from 44,863
Change-5,743 (-13%)
Value$1.8M (-$613.3K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares39,082 from 36,923
Change+2,159 (+6%)
Value$1.8M (-$185.0K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares39,055 from 38,939
Change+116 (+0%)
Value$1.8M (-$295.3K)
Filed 2026-11-05
Boomfish Wealth Group, LLC
INCREASED
Shares38,848 from 38,207
Change+641 (+2%)
Value$1.8M (-$265.2K)
Filed 2026-10-22
Revisor Wealth Management LLC
DECREASED
Shares38,676 from 39,107
Change-431 (-1%)
Value$1.8M (-$290.9K)
Filed 2026-10-20
Hartford Financial Management Inc.
INCREASED
Shares38,431 from 38,366
Change+65 (+0%)
Value$1.8M (-$293.2K)
Filed 2026-10-21
SBI Securities Co., Ltd.
INCREASED
Shares38,371 from 34,897
Change+3,474 (+10%)
Value$1.8M (-$107.9K)
Filed 2026-10-22
CMH Wealth Management LLC
DECREASED
Shares38,075 from 56,425
Change-18,350 (-33%)
Value$1.8M (-$1.3M)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares37,408 from 29,571
Change+7,837 (+27%)
Value$1.7M (+$138.3K)
Filed 2026-10-23
Nikulski Financial, Inc.
INCREASED
Shares37,343 from 36,510
Change+833 (+2%)
Value$1.7M (-$243.1K)
Filed 2026-11-06
Everett Harris & Co
INCREASED
Shares36,806 from 36,123
Change+683 (+2%)
Value$1.7M (-$247.1K)
Filed 2026-10-28
Mechanics Bank Trust Department
DECREASED
Shares34,991 from 39,909
Change-4,918 (-12%)
Value$1.6M (-$536.7K)
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares34,769 from 34,110
Change+659 (+2%)
Value$1.6M (-$232.7K)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares34,494 from 37,166
Change-2,672 (-7%)
Value$1.6M (-$408.0K)
Filed 2026-10-26
Geneos Wealth Management Inc.
DECREASED
Shares34,335 from 37,580
Change-3,245 (-9%)
Value$1.6M (-$440.9K)
Filed 2026-11-09
Agate Pass Investment Management, LLC
DECREASED
Shares34,023 from 34,657
Change-634 (-2%)
Value$1.6M (-$297.0K)
Filed 2026-10-20
Bank & Trust Co
INCREASED
Shares33,643 from 33,276
Change+367 (+1%)
Value$1.6M (-$239.8K)
Filed 2026-10-07
Markowski Investments
INCREASED
Shares33,185 from 29,798
Change+3,387 (+11%)
Value$1.5M (-$72.5K)
Filed 2026-10-30
Weaver Capital Management LLC
DECREASED
Shares33,097 from 37,616
Change-4,519 (-12%)
Value$1.5M (-$497.9K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED
Shares33,062 from 39,881
Change-6,819 (-17%)
Value$1.5M (-$624.9K)
Filed 2026-10-20
Norden Group LLC
DECREASED
Shares33,002 from 33,129
Change-127 (0%)
Value$1.5M (-$261.6K)
Filed 2026-10-20
Applied Capital LLC
INCREASED
Shares32,885 from 32,684
Change+201 (+1%)
Value$1.5M (-$243.0K)
Filed 2026-10-07
Choreo, LLC
INCREASED
Shares32,809 from 30,804
Change+2,005 (+7%)
Value$1.5M (-$144.7K)
Filed 2026-10-28
Great Lakes Retirement, Inc.
INCREASED
Shares32,484 from 30,265
Change+2,219 (+7%)
Value$1.5M (-$130.5K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares32,173 from 42,550
Change-10,377 (-24%)
Value$1.6M (-$715.6K)
Filed 2026-11-04
Diversified Trust Co
DECREASED
Shares32,088 from 32,349
Change-261 (-1%)
Value$1.5M (-$261.9K)
Filed 2026-11-06
Corps Capital Advisors, LLC
UNCHANGED
Shares31,540 from 31,540
Change0 (0%)
Value$1.5M (-$243.5K)
Filed 2026-11-05
apricus wealth, LLC
INCREASED
Shares31,235 from 28,945
Change+2,290 (+8%)
Value$1.5M (-$117.0K)
Filed 2026-10-26
Harbour Investments, Inc.
DECREASED
Shares30,868 from 67,169
Change-36,301 (-54%)
Value$1.4M (-$2.2M)
Filed 2026-11-09
Stableford Capital II LLC
DECREASED
Shares30,682 from 30,724
Change-42 (0%)
Value$1.4M (-$239.1K)
Filed 2026-10-09
M Holdings Securities, Inc.
DECREASED
Shares30,665 from 31,728
Change-1,063 (-3%)
Value$1.5K (-$275)
Filed 2026-11-03
Loudon Investment Management, LLC
UNCHANGED
Shares30,221 from 30,221
Change0 (0%)
Value$1.4M (-$233.3K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
DECREASED
Shares29,926 from 31,351
Change-1,425 (-5%)
Value$1.4M (-$308.3K)
Filed 2026-10-21
Peoples Bank
DECREASED
Shares28,895 from 28,945
Change-50 (0%)
Value$1.3M (-$225.8K)
Filed 2026-10-09
Peoples Financial Services Corp.
DECREASED
Shares28,767 from 29,004
Change-237 (-1%)
Value$1.3M (-$234.6K)
Filed 2026-10-20
Abundance Wealth Counselors
INCREASED
Shares28,678 from 28,450
Change+228 (+1%)
Value$1.3M (-$209.1K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
DECREASED
Shares28,140 from 31,543
Change-3,403 (-11%)
Value$1.3M (-$401.7K)
Filed 2026-11-04
GAM Holding AG
DECREASED
Shares27,900 from 29,300
Change-1,400 (-5%)
Value$1.3M (-$288.4K)
Filed 2026-11-03
Marino, Stram & Associates LLC
INCREASED
Shares27,791 from 24,794
Change+2,997 (+12%)
Value$1.3M (-$52.1K)
Filed 2026-10-22
Brian LOW Financial Group, LLC
INCREASED
Shares27,649 from 26,491
Change+1,158 (+4%)
Value$1.3M (-$150.7K)
Filed 2026-10-28
Patten Group, Inc.
DECREASED
Shares27,474 from 28,093
Change-619 (-2%)
Value$1.3M (-$244.6K)
Filed 2026-10-26
Focus Financial Network, Inc.
INCREASED
Shares27,206 from 26,900
Change+306 (+1%)
Value$1.3M (-$193.4K)
Filed 2026-10-14
Carnegie Lake Advisors LLC
DECREASED
Shares27,151 from 27,301
Change-150 (-1%)
Value$1.3M (-$217.7K)
Filed 2026-11-06
HF Advisory Group, LLC
DECREASED
Shares27,109 from 27,413
Change-304 (-1%)
Value$1.3M (-$225.7K)
Filed 2026-10-09
SL Advisors, LLC
DECREASED
Shares26,918 from 27,898
Change-980 (-4%)
Value$1.3M (-$245.2K)
Filed 2026-10-13
Wolverine Asset Management LLC
UNCHANGED
Shares26,854 from 26,854
Change0 (0%)
Value$1.2M (-$207.3K)
Filed 2026-11-02
CFM Wealth Partners LLC
UNCHANGED
Shares26,264 from 26,264
Change0 (0%)
Value$1.2M (-$202.8K)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares26,169 from 40,575
Change-14,406 (-35%)
Value$1.2M (-$983.0K)
Filed 2026-11-04
Meyer Handelman Co
DECREASED
Shares26,120 from 28,701
Change-2,581 (-9%)
Value$1.2M (-$340.6K)
Filed 2026-10-28
Fulcrum Asset Management LLP
INCREASED
Shares25,927 from 25,174
Change+753 (+3%)
Value$1.2M (-$185.4K)
Filed 2026-11-04
Genus Capital Management Inc.
DECREASED
Shares25,558 from 91,607
Change-66,049 (-72%)
Value$1.2M (-$3.8M)
Filed 2026-11-04
Fruth Investment Management
UNCHANGED
Shares25,325 from 25,325
Change0 (0%)
Value$1.2M (+$1.2M)
Filed 2026-10-13
Compass Financial Management LLC
NEW
Shares25,277
Change+25,277
Value$1.2M
Filed 2026-10-30
Canandaigua National Bank & Trust Co
DECREASED
Shares25,027 from 25,501
Change-474 (-2%)
Value$1.2M (-$218.9K)
Filed 2026-10-07
MSH Capital Advisors LLC
INCREASED
Shares25,026 from 18,488
Change+6,538 (+35%)
Value$1.2M (+$161.2K)
Filed 2026-11-03
MTM Investment Management, LLC
INCREASED
Shares24,637 from 24,502
Change+135 (+1%)
Value$1.1M (-$182.9K)
Filed 2026-10-30
Sagespring Wealth Partners, LLC
DECREASED
Shares24,420 from 25,414
Change-994 (-4%)
Value$1.1M (-$242.4K)
Filed 2026-10-22
Hazelview Securities Inc.
DECREASED
Shares24,380 from 33,525
Change-9,145 (-27%)
Value$1.1M (-$677.9K)
Filed 2026-11-09
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares24,126 from 27,549
Change-3,423 (-12%)
Value$1.1M (-$371.8K)
Filed 2026-10-14
Albert D Mason Inc
INCREASED
Shares24,080 from 24,008
Change+72 (+0%)
Value$1.1M (-$182.0K)
Filed 2026-10-27
Huntleigh Advisors, Inc.
INCREASED
Shares23,929 from 23,759
Change+170 (+1%)
Value$1.1M (-$175.6K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares23,308 from 22,657
Change+651 (+3%)
Value$1.1M (-$142.8K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
DECREASED
Shares23,156 from 27,132
Change-3,976 (-15%)
Value$1.2M (-$277.1K)
Filed 2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares23,022 from 23,022
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-15
Bangor Savings Bank
INCREASED
Shares23,003 from 22,978
Change+25 (+0%)
Value$1.1M (-$176.2K)
Filed 2026-10-06
Sage Investment Counsel LLC
UNCHANGED
Shares22,767 from 22,767
Change0 (0%)
Value$1.1M (-$175.8K)
Filed 2026-10-26
Leavell Investment Management, Inc.
INCREASED
Shares22,766 from 22,742
Change+24 (+0%)
Value$1.1M (-$174.5K)
Filed 2026-11-09
Clearstead Advisors, LLC
DECREASED
Shares22,527 from 22,533
Change-6 (0%)
Value$1.0M (-$174.3K)
Filed 2026-11-06
Clearwave Capital, LLC
INCREASED
Shares22,270 from 22,033
Change+237 (+1%)
Value$1.0M (-$159.1K)
Filed 2026-10-27
Wealth Quarterback LLC
INCREASED
Shares22,255 from 22,036
Change+219 (+1%)
Value$1.0M (-$159.9K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
DECREASED
Shares21,998 from 22,580
Change-582 (-3%)
Value$1.0M (-$201.4K)
Filed 2026-10-28
Quadrant Capital Group LLC
DECREASED
Shares21,863 from 24,938
Change-3,075 (-12%)
Value$1.0M (-$314.3K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares21,810 from 21,575
Change+235 (+1%)
Value$1.0M (-$155.6K)
Filed 2026-11-03
Clear Harbor Asset Management, LLC
INCREASED
Shares21,617 from 7,960
Change+13,657 (+172%)
Value$1.0M (+$575.7K)
Filed 2026-11-05
Fiduciary Alliance LLC
DECREASED
Shares21,438 from 25,977
Change-4,539 (-17%)
Value$996.6K (-$411.6K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
INCREASED
Shares21,277 from 18,812
Change+2,465 (+13%)
Value$989.2K (-$30.6K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares21,166 from 20,882
Change+284 (+1%)
Value$984.0K (-$148.0K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares21,155 from 21,097
Change+58 (+0%)
Value$983.5K (-$160.2K)
Filed 2026-11-03
Keudell ison Wealth Management
INCREASED
Shares20,775 from 20,737
Change+38 (+0%)
Value$965.8K (-$158.3K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
DECREASED
Shares20,640 from 32,822
Change-12,182 (-37%)
Value$959.6K (-$819.7K)
Filed 2026-10-26
Uptick Partners, LLC
DECREASED
Shares20,634 from 21,127
Change-493 (-2%)
Value$959.6K (-$185.7K)
Filed 2026-11-04
Heathbridge Capital Management Ltd.
NEW
Shares20,300
Change+20,300
Value$943.4K
Filed 2026-10-29
BLB&B Advisors, LLC
DECREASED
Shares20,001 from 20,333
Change-332 (-2%)
Value$932.0K (-$170.4K)
Filed 2026-10-27
Ti-Trust, Inc
INCREASED
Shares19,936 from 19,876
Change+60 (+0%)
Value$926.8K (-$150.7K)
Filed 2026-10-21
Strategic Advisors LLC
UNCHANGED
Shares19,821 from 19,821
Change0 (0%)
Value$921.5K (-$153.0K)
Filed 2026-10-13
Vaughan David Investments LLC
DECREASED
Shares19,788 from 20,538
Change-750 (-4%)
Value$920.0K (-$193.0K)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
INCREASED
Shares19,708 from 19,541
Change+167 (+1%)
Value$915.7K (-$143.3K)
Filed 2026-11-09
Hantz Financial Services, Inc.
DECREASED
Shares19,705 from 20,753
Change-1,048 (-5%)
Value$916.0K (-$209.0K)
Filed 2026-11-09
Lee Financial Co
DECREASED
Shares19,574 from 19,668
Change-94 (0%)
Value$910.0K (-$156.2K)
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
DECREASED
Shares19,532 from 19,859
Change-327 (-2%)
Value$910.2K (-$166.5K)
Filed 2026-11-02
Global Trust Asset Management, LLC
DECREASED
Shares19,495 from 20,674
Change-1,179 (-6%)
Value$906.3K (-$214.4K)
Filed 2026-10-19
Montecito Bank & Trust
INCREASED
Shares19,411 from 19,311
Change+100 (+1%)
Value$902.4K (-$144.4K)
Filed 2026-10-01
Union Savings Bank
DECREASED
Shares19,396 from 20,017
Change-621 (-3%)
Value$901.7K (-$183.2K)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
UNCHANGED
Shares19,196 from 19,196
Change0 (0%)
Value$892.4K (-$148.2K)
Filed 2026-10-22
Code Waechter LLC
DECREASED
Shares19,105 from 19,364
Change-259 (-1%)
Value$888.2K (-$161.5K)
Filed 2026-10-23
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares18,924 from 18,924
Change0 (0%)
Value$879.8K (-$146.1K)
Filed 2026-10-14
First County Bank
INCREASED
Shares18,714 from 18,363
Change+351 (+2%)
Value$870.0K (-$125.4K)
Filed 2026-10-13
Naples Global Advisors, LLC
UNCHANGED
Shares18,649 from 18,649
Change0 (0%)
Value$867.0K (-$144.0K)
Filed 2026-11-05
Blue Fin Capital, Inc.
INCREASED
Shares18,622 from 17,739
Change+883 (+5%)
Value$865.7K (-$95.9K)
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares18,499 from 18,499
Change0 (0%)
Value$860.0K (-$142.8K)
Filed 2026-10-23
Smith Salley Wealth Management
DECREASED
Shares18,440 from 18,717
Change-277 (-1%)
Value$857.3K (-$157.4K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED
Shares18,417 from 19,861
Change-1,444 (-7%)
Value$856.2K (-$220.5K)
Filed 2026-10-23
Accurate Wealth Management, LLC
DECREASED
Shares18,341 from 19,006
Change-665 (-3%)
Value$870.5K (-$168.4K)
Filed 2026-10-20
Outfitters Financial LLC
INCREASED
Shares18,335 from 17,775
Change+560 (+3%)
Value$852.4K (-$111.2K)
Filed 2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares18,235 from 18,089
Change+146 (+1%)
Value$847.7K (-$132.9K)
Filed 2026-10-20
Northeast Investment Management
UNCHANGED
Shares18,200 from 18,200
Change0 (0%)
Value$846.1K (-$140.5K)
Filed 2026-10-30
Caldwell Sutter Capital, Inc.
DECREASED
Shares18,186 from 18,224
Change-38 (0%)
Value$845.5K (-$142.5K)
Filed 2026-11-09
Moneco Advisors, LLC
INCREASED
Shares18,044 from 18,026
Change+18 (+0%)
Value$838.9K (-$138.4K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
DECREASED
Shares17,893 from 17,992
Change-99 (-1%)
Value$831.8K (-$143.5K)
Filed 2026-10-14
XML Financial, LLC
INCREASED
Shares17,809 from 16,259
Change+1,550 (+10%)
Value$827.9K (-$53.5K)
Filed 2026-10-29
Wisconsin Wealth Advisors, LLC
INCREASED
Shares17,795 from 17,651
Change+144 (+1%)
Value$827.3K (-$129.6K)
Filed 2026-10-08
Cornerstone Wealth Group, LLC
INCREASED
Shares17,742 from 17,703
Change+39 (+0%)
Value$824.8K (-$134.9K)
Filed 2026-11-02
Sippican Capital Advisors
UNCHANGED
Shares17,676 from 17,676
Change0 (0%)
Value$821.8K (-$136.5K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares17,377 from 17,011
Change+366 (+2%)
Value$807.8K (-$114.3K)
Filed 2026-10-23
United Community Bank
UNCHANGED
Shares17,323 from 17,323
Change0 (0%)
Value$805.3K (-$133.7K)
Filed 2026-10-28
Intesa Sanpaolo Wealth Management
INCREASED
Shares17,298 from 17,063
Change+235 (+1%)
Value$804.2K (-$120.8K)
Filed 2026-10-28
Autumn Glory Partners, LLC
UNCHANGED
Shares17,230 from 17,230
Change0 (0%)
Value$801.0K (-$133.0K)
Filed 2026-10-26
Pine Valley Investments Ltd Liability Co
UNCHANGED
Shares17,009 from 17,009
Change0 (0%)
Value$790.7K (-$131.3K)
Filed 2026-11-09
Marathon Capital Management
DECREASED
Shares16,885 from 16,910
Change-25 (0%)
Value$785.0K (-$131.7K)
Filed 2026-10-23
Decker Wealth Management LLC
UNCHANGED
Shares16,795 from 16,795
Change0 (0%)
Value$780.8K (-$129.7K)
Filed 2026-10-09
International Assets Investment Management, LLC
INCREASED
Shares16,666 from 8,899
Change+7,767 (+87%)
Value$771.1K (+$296.9K)
Filed 2026-11-02
Lantz Financial LLC
INCREASED
Shares16,562 from 16,200
Change+362 (+2%)
Value$770.0K (-$108.2K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares16,533 from 16,470
Change+63 (+0%)
Value$768.6K (-$124.2K)
Filed 2026-11-03
Evanson Financial, LLC
DECREASED
Shares16,512 from 16,908
Change-396 (-2%)
Value$767.6K (-$148.9K)
Filed 2026-10-23
Wespac Advisors, LLC
DECREASED
Shares16,411 from 17,513
Change-1,102 (-6%)
Value$762.9K (-$186.4K)
Filed 2026-10-26
Silverlake Wealth Management LLC
DECREASED
Shares16,297 from 16,803
Change-506 (-3%)
Value$757.6K (-$153.2K)
Filed 2026-10-21
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares16,235 from 14,516
Change+1,719 (+12%)
Value$754.8K (-$32.1K)
Filed 2026-10-09
Freestone Capital Holdings, LLC
DECREASED
Shares16,141 from 20,572
Change-4,431 (-22%)
Value$750.4K (-$364.8K)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares15,962 from 13,959
Change+2,003 (+14%)
Value$742.1K (-$14.6K)
Filed 2026-10-16
Studio Investment Management LLC
DECREASED
Shares15,876 from 16,886
Change-1,010 (-6%)
Value$738.1K (-$177.3K)
Filed 2026-10-22
Forest Hill Capital, LLC
UNCHANGED
Shares15,800 from 15,800
Change0 (0%)
Value$734.5K (-$122.0K)
Filed 2026-11-05
Key Client Fiduciary Advisors, LLC
INCREASED
Shares15,791 from 15,724
Change+67 (+0%)
Value$734.1K (-$118.3K)
Filed 2026-10-19
Daiwa Securities Group Inc.
UNCHANGED
Shares15,770 from 15,770
Change0 (0%)
Value$733.1K (-$121.7K)
Filed 2026-10-29
Equitable Trust Co
DECREASED
Shares15,749 from 15,836
Change-87 (-1%)
Value$732.2K (-$126.3K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares15,670 from 16,211
Change-541 (-3%)
Value$728.5K (-$150.3K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares15,621 from 15,393
Change+228 (+1%)
Value$726.2K (-$108.2K)
Filed 2026-10-20
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares15,620 from 15,620
Change0 (0%)
Value$726.2K (-$120.6K)
Filed 2026-10-27
Louisbourg Investments Inc.
DECREASED
Shares15,546 from 18,783
Change-3,237 (-17%)
Value$724.8K (-$291.8K)
Filed 2026-10-20
Brighton Jones LLC
DECREASED
Shares15,450 from 15,575
Change-125 (-1%)
Value$718.3K (-$126.0K)
Filed 2026-11-03
Aspire Private Capital, LLC
DECREASED
Shares15,288 from 15,347
Change-59 (0%)
Value$710.7K (-$121.2K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares15,205 from 16,490
Change-1,285 (-8%)
Value$706.9K (-$187.0K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
DECREASED
Shares15,195 from 17,568
Change-2,373 (-14%)
Value$706.4K (-$245.9K)
Filed 2026-11-04
Lewis Asset Management, LLC
DECREASED
Shares15,160 from 15,330
Change-170 (-1%)
Value$704.8K (-$126.3K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares15,146 from 15,104
Change+42 (+0%)
Value$704.1K (-$114.7K)
Filed 2026-11-05
Wealthstar Advisors, LLC
INCREASED
Shares15,075 from 11,949
Change+3,126 (+26%)
Value$700.9K (+$53.1K)
Filed 2026-10-19
Cypress Wealth Services, LLC
DECREASED
Shares15,054 from 15,254
Change-200 (-1%)
Value$700.6K (-$126.3K)
Filed 2026-10-21
Kathmere Capital Management, LLC
DECREASED
Shares14,816 from 15,540
Change-724 (-5%)
Value$688.8K (-$153.6K)
Filed 2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares14,716 from 14,878
Change-162 (-1%)
Value$685.6K (-$121.0K)
Filed 2026-10-13
Principle Wealth Partners LLC
UNCHANGED
Shares14,675 from 14,675
Change0 (0%)
Value$682.2K (-$113.3K)
Filed 2026-11-02
Chickasaw Capital Management LLC
DECREASED
Shares14,529 from 174,663
Change-160,134 (-92%)
Value$675.5K (+$666.0K)
Filed 2026-10-08
Aull & Monroe Investment Management Corp
UNCHANGED
Shares14,306 from 14,306
Change0 (0%)
Value$665.1K (-$110.4K)
Filed 2026-10-16
JBR Co Financial Management Inc
UNCHANGED
Shares14,279 from 14,279
Change0 (0%)
Value$760.9K (-$13.1K)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
INCREASED
Shares14,185 from 14,137
Change+48 (+0%)
Value$659.5K (-$106.9K)
Filed 2026-10-09
Woodard & Co Asset Management Group Inc
INCREASED
Shares14,160 from 14,090
Change+70 (+1%)
Value$658.3K (-$105.5K)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares14,140 from 14,453
Change-313 (-2%)
Value$657.4K (-$126.1K)
Filed 2026-11-04
Sheets Smith Wealth Management
UNCHANGED
Shares14,103 from 14,103
Change0 (0%)
Value$655.6K (-$108.9K)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares13,973 from 13,596
Change+377 (+3%)
Value$650.3K (-$86.8K)
Filed 2026-10-29
Neville Rodie & Shaw Inc
UNCHANGED
Shares13,973 from 13,973
Change0 (0%)
Value$649.0K (+$648.2K)
Filed 2026-10-05
Davis Investment Partners, LLC
UNCHANGED
Shares13,765 from 13,765
Change0 (0%)
Value$639.9K (-$106.3K)
Filed 2026-11-05
Investment Partners, Ltd.
INCREASED
Shares13,757 from 11,721
Change+2,036 (+17%)
Value$639.5K (+$4.2K)
Filed 2026-10-29
Yankcom Partnership
INCREASED
Shares13,649 from 13,306
Change+343 (+3%)
Value$634.5K (-$86.8K)
Filed 2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares13,630 from 11,034
Change+2,596 (+24%)
Value$633.7K (+$35.5K)
Filed 2026-10-13
Parcion Private Wealth LLC
INCREASED
Shares13,623 from 12,741
Change+882 (+7%)
Value$633.3K (-$57.4K)
Filed 2026-10-28
TCV Trust & Wealth Management, Inc.
INCREASED
Shares13,619 from 13,342
Change+277 (+2%)
Value$633.1K (-$90.1K)
Filed 2026-10-16
Financial & Tax Architects, LLC
INCREASED
Shares13,612 from 11,124
Change+2,488 (+22%)
Value$632.8K (+$29.8K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares13,592 from 12,267
Change+1,325 (+11%)
Value$631.9K (-$33.1K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares13,567 from 15,281
Change-1,714 (-11%)
Value$630.8K (-$197.7K)
Filed 2026-10-15
Forza Wealth Management, LLC
UNCHANGED
Shares13,564 from 13,564
Change0 (0%)
Value$630.6K (-$104.7K)
Filed 2026-10-20
Birch Capital Management, LLC
INCREASED
Shares13,550 from 6,320
Change+7,230 (+114%)
Value$629.9K (+$287.3K)
Filed 2026-10-27
First Premier Bank
DECREASED
Shares13,537 from 13,803
Change-266 (-2%)
Value$629.0K (+$628.3K)
Filed 2026-10-13
HBK Sorce Advisory LLC
DECREASED
Shares13,274 from 13,450
Change-176 (-1%)
Value$638.6K (-$60.0K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
DECREASED
Shares13,173 from 16,291
Change-3,118 (-19%)
Value$612.4K (-$270.7K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares13,075 from 13,004
Change+71 (+1%)
Value$607.9K (-$97.1K)
Filed 2026-10-22
Greenleaf Trust
DECREASED
Shares13,031 from 13,263
Change-232 (-2%)
Value$605.8K (-$113.2K)
Filed 2026-10-29
Wealth Dimensions Group, Ltd.
DECREASED
Shares12,974 from 13,247
Change-273 (-2%)
Value$603.2K (-$115.0K)
Filed 2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED
Shares12,950 from 12,987
Change-37 (0%)
Value$596.2K (-$107.8K)
Filed 2026-10-09
Silver OAK Securities, Incorporated
INCREASED
Shares12,790 from 11,743
Change+1,047 (+9%)
Value$599.7K (-$36.8K)
Filed 2026-11-09
Eastern Bank
INCREASED
Shares12,772 from 11,550
Change+1,222 (+11%)
Value$593.8K (-$32.4K)
Filed 2026-10-05
Legacy Financial Advisors, Inc.
DECREASED
Shares12,750 from 14,215
Change-1,465 (-10%)
Value$592.7K (-$177.8K)
Filed 2026-11-09
Segment Wealth Management, LLC
UNCHANGED
Shares12,685 from 12,685
Change0 (0%)
Value$589.7K (-$97.9K)
Filed 2026-10-26
Cresta Advisors, Ltd.
DECREASED
Shares12,678 from 12,920
Change-242 (-2%)
Value$590.7K (-$109.7K)
Filed 2026-10-14
Symphony Financial, Ltd. Co.
INCREASED
Shares12,650 from 10,050
Change+2,600 (+26%)
Value$591.0K (+$35.5K)
Filed 2026-10-22
New Hampshire Trust
DECREASED
Shares12,485 from 13,834
Change-1,349 (-10%)
Value$580.4K (-$169.5K)
Filed 2026-10-20
Euro Pacific Asset Management, LLC
INCREASED
Shares12,352 from 11,965
Change+387 (+3%)
Value$574.2K (+$573.6K)
Filed 2026-11-03
UMB Bank, n.a.
DECREASED
Shares12,162 from 16,121
Change-3,959 (-25%)
Value$565.4K (-$308.5K)
Filed 2026-11-06
Baskin Financial Services Inc.
DECREASED
Shares12,137 from 12,200
Change-63 (-1%)
Value$564.0K (+$563.3K)
Filed 2026-10-19
American State Bank (Iowa)
INCREASED
Shares12,127 from 11,156
Change+971 (+9%)
Value$563.8K (-$41.0K)
Filed 2026-11-03
Peak Financial Advisors LLC
INCREASED
Shares12,107 from 11,994
Change+113 (+1%)
Value$562.9K (-$87.3K)
Filed 2026-10-28
Guardian Asset Advisors, LLC
UNCHANGED
Shares12,098 from 12,098
Change0 (0%)
Value$562.4K (-$93.4K)
Filed 2026-10-16
White Pine Capital LLC
DECREASED
Shares12,071 from 12,086
Change-15 (0%)
Value$561.2K (-$94.0K)
Filed 2026-11-09
Kellett Wealth Advisors, LLC
UNCHANGED
Shares12,046 from 12,046
Change0 (0%)
Value$560.0K (-$93.0K)
Filed 2026-10-15
Parsons Capital Management Inc
DECREASED
Shares12,003 from 13,036
Change-1,033 (-8%)
Value$558.0K (-$148.7K)
Filed 2026-10-28
Viking Fund Management LLC
INCREASED
Shares12,000 from 6,000
Change+6,000 (+100%)
Value$557.9K (+$232.6K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
INCREASED
Shares11,924 from 11,908
Change+16 (+0%)
Value$554.4K (-$91.2K)
Filed 2026-10-28
City State Bank
INCREASED
Shares11,857 from 10,857
Change+1,000 (+9%)
Value$551.2K (-$37.3K)
Filed 2026-10-20
RMR Wealth Builders
DECREASED
Shares11,820 from 12,475
Change-655 (-5%)
Value$549.5K (-$126.8K)
Filed 2026-10-22
Beacon Financial Group
DECREASED
Shares11,815 from 15,012
Change-3,197 (-21%)
Value$549.3K (-$264.5K)
Filed 2026-10-19
Quadcap Wealth Management, LLC
DECREASED
Shares11,658 from 12,062
Change-404 (-3%)
Value$541.9K (-$111.9K)
Filed 2026-11-02
Manske Wealth Management
UNCHANGED
Shares11,608 from 11,608
Change0 (0%)
Value$539.7K (-$89.6K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares11,599 from 12,454
Change-855 (-7%)
Value$539.2K (-$135.9K)
Filed 2026-10-26
Balefire, LLC
DECREASED
Shares11,561 from 12,670
Change-1,109 (-9%)
Value$537.5K (-$149.4K)
Filed 2026-10-09
Wesbanco Bank Inc
DECREASED
Shares11,554 from 16,089
Change-4,535 (-28%)
Value$537.1K (-$335.0K)
Filed 2026-11-04
Signature Wealth Management Partners, LLC
UNCHANGED
Shares11,549 from 11,549
Change0 (0%)
Value$536.9K (-$89.2K)
Filed 2026-10-21
Balboa Wealth Partners
INCREASED
Shares11,530 from 9,977
Change+1,553 (+16%)
Value$536.0K (-$4.8K)
Filed 2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares11,519 from 11,519
Change0 (0%)
Value$535.5K (-$88.9K)
Filed 2026-10-15
Lester Murray Antman dba SimplyRich
DECREASED
Shares11,475 from 11,493
Change-18 (0%)
Value$533.5K (-$89.5K)
Filed 2026-11-06
Wealthfront Advisers LLC
INCREASED
Shares11,468 from 10,413
Change+1,055 (+10%)
Value$533.1K (-$31.3K)
Filed 2026-11-09
Aprio Wealth Management, LLC
DECREASED
Shares11,444 from 13,834
Change-2,390 (-17%)
Value$532.0K (-$217.9K)
Filed 2026-10-28
Cherokee Insurance Co
UNCHANGED
Shares11,413 from 11,413
Change0 (0%)
Value$530.6K (-$88.1K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
DECREASED
Shares11,389 from 13,029
Change-1,640 (-13%)
Value$529.5K (-$176.8K)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares11,375 from 13,388
Change-2,013 (-15%)
Value$528.8K (-$197.0K)
Filed 2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares11,375 from 10,375
Change+1,000 (+10%)
Value$528.8K (-$34.1K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares11,345
Change+11,345
Value$527.4K
Filed 2026-11-03
Retirement Planning Group, LLC
INCREASED
Shares11,251 from 10,600
Change+651 (+6%)
Value$523.1K (-$51.6K)
Filed 2026-10-19
Sapient Capital LLC
UNCHANGED
Shares11,112 from 11,112
Change0 (0%)
Value$517.8K (-$84.6K)
Filed 2026-10-08
Mirador Capital Partners LP
DECREASED
Shares11,059 from 12,049
Change-990 (-8%)
Value$514.1K (-$139.0K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
INCREASED
Shares11,024 from 10,259
Change+765 (+7%)
Value$512.5K (-$43.6K)
Filed 2026-10-29
Patten & Patten Inc
DECREASED
Shares11,019 from 11,033
Change-14 (0%)
Value$512.3K (-$85.8K)
Filed 2026-10-26
SeaBridge Investment Advisors LLC
NEW
Shares11,018
Change+11,018
Value$512.2K
Filed 2026-11-02
Rockwood Wealth Management, LLC
INCREASED
Shares10,935 from 10,830
Change+105 (+1%)
Value$508.4K (-$78.7K)
Filed 2026-10-27
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares10,924 from 11,239
Change-315 (-3%)
Value$507.9K (-$101.4K)
Filed 2026-10-19
Trust Co of Toledo NA
DECREASED
Shares10,901 from 12,268
Change-1,367 (-11%)
Value$506.8K (-$158.3K)
Filed 2026-10-16
Mitchell Sinkler & Starr
DECREASED
Shares10,823 from 11,829
Change-1,006 (-8%)
Value$503.2K (-$138.1K)
Filed 2026-10-13
Park Place Capital Corp
DECREASED
Shares10,793 from 11,326
Change-533 (-5%)
Value$501.8K (-$112.2K)
Filed 2026-11-09
NBH Bank
DECREASED
Shares10,792 from 11,004
Change-212 (-2%)
Value$501.7K (-$94.8K)
Filed 2026-11-05
Welch & Forbes LLC
UNCHANGED
Shares10,702 from 10,702
Change0 (0%)
Value$497.5K (-$82.6K)
Filed 2026-11-04
Linscomb Wealth, Inc.
DECREASED
Shares10,685 from 10,690
Change-5 (0%)
Value$496.7K (-$82.8K)
Filed 2026-11-05
Busey Bank
INCREASED
Shares10,676 from 10,186
Change+490 (+5%)
Value$496.3K (-$55.9K)
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares10,613 from 8,504
Change+2,109 (+25%)
Value$502.5K (+$41.5K)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares10,596 from 10,512
Change+84 (+1%)
Value$492.6K (-$77.2K)
Filed 2026-10-22
Gould Asset Management LLC
UNCHANGED
Shares10,568 from 10,568
Change0 (0%)
Value$491.3K (-$81.6K)
Filed 2026-11-06
Southland Equity Partners LLC
DECREASED
Shares10,439 from 10,491
Change-52 (0%)
Value$486.4K (-$82.3K)
Filed 2026-10-14
Kennebec Savings Bank
DECREASED
Shares10,423 from 10,493
Change-70 (-1%)
Value$484.6K (-$84.3K)
Filed 2026-10-22
Strategic Blueprint, LLC
DECREASED
Shares10,390 from 10,984
Change-594 (-5%)
Value$483.0K (-$112.4K)
Filed 2026-10-22
Leonteq Securities AG
DECREASED
Shares10,240 from 14,478
Change-4,238 (-29%)
Value$477.4K (-$355.7K)
Filed 2026-10-29
Shepherd Street Advisors LLC
DECREASED
Shares10,234 from 13,847
Change-3,613 (-26%)
Value$476.9K (-$300.6K)
Filed 2026-10-21
Ellsworth Advisors, LLC
UNCHANGED
Shares10,232 from 10,232
Change0 (0%)
Value$475.7K (-$98.8K)
Filed 2026-10-15
Cap Partners, LLC
DECREASED
Shares10,214 from 10,322
Change-108 (-1%)
Value$474.8K (-$84.7K)
Filed 2026-10-19
Hardin Capital Partners, LLC
INCREASED
Shares10,140 from 9,948
Change+192 (+2%)
Value$471.4K (-$71.6K)
Filed 2026-10-09
Fire Capital Management LLC
NEW
Shares10,120
Change+10,120
Value$470.5K
Filed 2026-10-27
Finward Bancorp
INCREASED
Shares10,081 from 9,865
Change+216 (+2%)
Value$468.7K (-$66.1K)
Filed 2026-10-14
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares10,061 from 10,061
Change0 (0%)
Value$467.7K (-$77.7K)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED
Shares10,009 from 9,331
Change+678 (+7%)
Value$465.3K (-$40.5K)
Filed 2026-10-21
Coldstream Capital Management Inc
INCREASED
Shares9,836 from 9,515
Change+321 (+3%)
Value$457.3K (-$58.5K)
Filed 2026-11-09
LexAurum Advisors, LLC
INCREASED
Shares9,824 from 6,512
Change+3,312 (+51%)
Value$456.7K (+$103.7K)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares9,791 from 3,238
Change+6,553 (+202%)
Value$469.0K (+$293.5K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares9,777 from 9,209
Change+568 (+6%)
Value$454.5K (-$55.7K)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares9,702 from 9,072
Change+630 (+7%)
Value$451.0K (-$40.7K)
Filed 2026-10-07
StoneX Group Inc.
DECREASED
Shares9,582 from 14,434
Change-4,852 (-34%)
Value$445.5K (-$337.0K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED
Shares9,556 from 9,373
Change+183 (+2%)
Value$444.3K (-$63.9K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares9,545 from 9,209
Change+336 (+4%)
Value$443.8K (-$55.5K)
Filed 2026-10-08
Titleist Asset Management, LLC
DECREASED
Shares9,514 from 9,761
Change-247 (-3%)
Value$442.3K (-$86.9K)
Filed 2026-10-08
Bingham Private Wealth, LLC
INCREASED
Shares9,488 from 9,356
Change+132 (+1%)
Value$441.1K (-$66.1K)
Filed 2026-11-05
Brendel Financial Advisors LLC
DECREASED
Shares9,465 from 9,563
Change-98 (-1%)
Value$440.0K (-$78.4K)
Filed 2026-11-09
Integrated Advisors Network LLC
INCREASED
Shares9,429 from 7,916
Change+1,513 (+19%)
Value$438.3K (+$9.2K)
Filed 2026-10-20
Confluence Wealth Services, Inc.
DECREASED
Shares9,424 from 11,086
Change-1,662 (-15%)
Value$438.1K (-$162.9K)
Filed 2026-11-05
Oslo Pensjonsforsikring AS
INCREASED
Shares9,400 from 7,100
Change+2,300 (+32%)
Value$438.0K (+$53.2K)
Filed 2026-10-15
Frank, Rimerman Advisors LLC
DECREASED
Shares9,398 from 9,892
Change-494 (-5%)
Value$436.9K (-$99.3K)
Filed 2026-10-16
Hilltop National Bank
INCREASED
Shares9,327 from 9,248
Change+79 (+1%)
Value$433.6K (-$67.7K)
Filed 2026-10-14
Washington Growth Strategies LLC
UNCHANGED
Shares9,322 from 9,322
Change0 (0%)
Value$433.4K (-$72.0K)
Filed 2026-10-19
Western Wealth Management, LLC
DECREASED
Shares9,272 from 37,443
Change-28,171 (-75%)
Value$431.1K (-$1.6M)
Filed 2026-11-09
Meridian Wealth Management, LLC
DECREASED
Shares9,157 from 10,024
Change-867 (-9%)
Value$425.7K (-$117.7K)
Filed 2026-11-05
National Wealth Management Group, LLC
DECREASED
Shares9,134 from 9,996
Change-862 (-9%)
Value$424.6K (-$117.2K)
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares9,022 from 9,169
Change-147 (-2%)
Value$419.4K (-$77.6K)
Filed 2026-10-09
Cape Investment Advisory, Inc.
DECREASED
Shares9,021 from 9,620
Change-599 (-6%)
Value$419.4K (-$102.1K)
Filed 2026-10-13
Sather Financial Group Inc
UNCHANGED
Shares8,946 from 8,946
Change0 (0%)
Value$415.9K (-$69.1K)
Filed 2026-10-30
Whitener Capital Management, Inc.
UNCHANGED
Shares8,932 from 8,932
Change0 (0%)
Value$415.2K (-$69.0K)
Filed 2026-10-15
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares8,895 from 8,937
Change-42 (0%)
Value$413.5K (-$70.9K)
Filed 2026-10-14
Roxbury Financial LLC
INCREASED
Shares8,895 from 8,867
Change+28 (+0%)
Value$413.5K (-$67.1K)
Filed 2026-10-01
B.A. Schrock Wealth Management, Inc.
NEW
Shares8,892
Change+8,892
Value$411.4K
Filed 2026-10-15
Harbor Investment Advisory, LLC
INCREASED
Shares8,878 from 8,262
Change+616 (+7%)
Value$413.7K (-$34.2K)
Filed 2026-10-13
Fisher Asset Management, LLC
INCREASED
Shares8,841 from 7,534
Change+1,307 (+17%)
Value$411.0K (+$2.6K)
Filed 2026-11-06
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares8,814 from 9,014
Change-200 (-2%)
Value$409.8K (-$78.9K)
Filed 2026-10-13
Advisortrust Partners, LLC
INCREASED
Shares8,765 from 7,225
Change+1,540 (+21%)
Value$407.5K (+$15.8K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares8,747 from 8,747
Change0 (0%)
Value$406.6K (-$67.5K)
Filed 2026-10-19
PDS Planning, Inc
DECREASED
Shares8,742 from 9,237
Change-495 (-5%)
Value$406.4K (-$94.3K)
Filed 2026-11-03
Investment Research Partners LLC
DECREASED
Shares8,706 from 9,773
Change-1,067 (-11%)
Value$404.7K (-$125.1K)
Filed 2026-10-19
Montgomery Investment Management Inc
UNCHANGED
Shares8,705 from 8,705
Change0 (0%)
Value$404.7K (-$67.2K)
Filed 2026-10-26
Beverly Hills Private Wealth, LLC
INCREASED
Shares8,569 from 7,560
Change+1,009 (+13%)
Value$398.4K (-$11.5K)
Filed 2026-11-04
Gateway Investment Advisers LLC
DECREASED
Shares8,567 from 8,647
Change-80 (-1%)
Value$398.3K (-$70.5K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares8,552 from 8,231
Change+321 (+4%)
Value$392.4K (-$60.7K)
Filed 2026-10-08
Visionary Wealth Advisors
DECREASED
Shares8,521 from 8,646
Change-125 (-1%)
Value$396.1K (-$72.6K)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares8,500 from 8,469
Change+31 (+0%)
Value$395.2K (-$63.9K)
Filed 2026-11-03
BankPlus Trust Department
DECREASED
Shares8,498 from 9,333
Change-835 (-9%)
Value$395.1K (-$110.9K)
Filed 2026-11-06
Tradewinds Capital Management, LLC
INCREASED
Shares8,464 from 8,414
Change+50 (+1%)
Value$393.5K (-$62.6K)
Filed 2026-10-23
Shepherd Financial Partners LLC
INCREASED
Shares8,456 from 8,440
Change+16 (+0%)
Value$393.1K (-$64.4K)
Filed 2026-11-03
Oakmont Investment Advisors, Inc.
UNCHANGED
Shares8,376 from 8,376
Change0 (0%)
Value$389.4K (-$64.7K)
Filed 2026-10-21
Jnba Financial Advisors
INCREASED
Shares8,342 from 8,195
Change+147 (+2%)
Value$387.8K (-$56.4K)
Filed 2026-11-03
Torray Investment Partners LLC
UNCHANGED
Shares8,310 from 8,310
Change0 (0%)
Value$386.3K (-$64.2K)
Filed 2026-10-30
Centurion Wealth Management LLC
INCREASED
Shares8,260 from 8,238
Change+22 (+0%)
Value$384.0K (-$62.6K)
Filed 2026-10-13
Northbridge Financial Group, LLC
DECREASED
Shares8,155 from 8,964
Change-809 (-9%)
Value$379.5K (-$106.4K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares8,123 from 8,123
Change0 (0%)
Value$377.6K (-$62.7K)
Filed 2026-10-09
Capital Investment Counsel, Inc
INCREASED
Shares8,098 from 6,684
Change+1,414 (+21%)
Value$377.3K (+$15.0K)
Filed 2026-10-20
Tortuga Wealth Management, Inc
DECREASED
Shares8,094 from 8,095
Change-1 (0%)
Value$376.4K (-$62.4K)
Filed 2026-10-27
Triad Wealth Partners, LLC
INCREASED
Shares8,091 from 8,024
Change+67 (+1%)
Value$376.2K (-$57.9K)
Filed 2026-10-26
PlanVest Financial, Inc
UNCHANGED
Shares8,083 from 8,083
Change0 (0%)
Value$375.8K (-$62.4K)
Filed 2026-11-09
Mechanics Financial Corp
INCREASED
Shares8,023 from 8,008
Change+15 (+0%)
Value$373.0K (-$61.1K)
Filed 2026-11-05
Belpointe Asset Management LLC
DECREASED
Shares7,989 from 8,269
Change-280 (-3%)
Value$371.4K (-$76.9K)
Filed 2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED
Shares7,968 from 6,823
Change+1,145 (+17%)
Value$365.0K (+$999)
Filed 2026-11-04
First Citizens Bank & Trust Co
INCREASED
Shares7,964 from 6,750
Change+1,214 (+18%)
Value$370.2K (+$4.3K)
Filed 2026-10-14
Drive Wealth Management, LLC
DECREASED
Shares7,944 from 8,285
Change-341 (-4%)
Value$369.3K (-$79.8K)
Filed 2026-11-09
Acorn Wealth Advisors, LLC
DECREASED
Shares7,941 from 8,650
Change-709 (-8%)
Value$369.2K (-$99.7K)
Filed 2026-10-19
Asset One Wealth Management LLC
NEW
Shares7,936
Change+7,936
Value$368.9K
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares7,920 from 9,489
Change-1,569 (-17%)
Value$368.2K (-$146.2K)
Filed 2026-10-30
BankChampaign, National Association
DECREASED
Shares7,886 from 10,634
Change-2,748 (-26%)
Value$366.6K (-$209.8K)
Filed 2026-10-19
Cascade Investment Group, Inc.
DECREASED
Shares7,832 from 7,962
Change-130 (-2%)
Value$364.1K (-$67.5K)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares7,741 from 7,745
Change-4 (0%)
Value$359.9K (-$60.0K)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
INCREASED
Shares7,734 from 7,296
Change+438 (+6%)
Value$359.6K (-$36.0K)
Filed 2026-10-13
Chicago Trust Co NA
INCREASED
Shares7,733 from 5,996
Change+1,737 (+29%)
Value$359.5K (+$34.5K)
Filed 2026-10-28
SouthState Bank Corp
INCREASED
Shares7,728 from 3,953
Change+3,775 (+96%)
Value$359.3K (+$145.0K)
Filed 2026-11-09
NBT Bank, N.A.
DECREASED
Shares7,727 from 7,760
Change-33 (0%)
Value$359.2K (-$61.4K)
Filed 2026-10-21
Csenge Advisory Group
DECREASED
Shares7,711 from 8,676
Change-965 (-11%)
Value$358.6K (-$111.7K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
DECREASED
Shares7,614 from 10,758
Change-3,144 (-29%)
Value$354.0K (-$229.2K)
Filed 2026-10-13
Greenwood Gearhart LLC
DECREASED
Shares7,600 from 8,247
Change-647 (-8%)
Value$353.3K (-$93.7K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares7,560 from 6,779
Change+781 (+12%)
Value$351.5K (-$16.0K)
Filed 2026-10-14
Mattern Wealth Management LLC
UNCHANGED
Shares7,513 from 7,513
Change0 (0%)
Value$349.3K (-$58.0K)
Filed 2026-11-04
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares7,383 from 7,383
Change0 (0%)
Value$343.2K (-$57.0K)
Filed 2026-11-05
Demars Financial Group, LLC
DECREASED
Shares7,332 from 7,736
Change-404 (-5%)
Value$340.9K (-$78.5K)
Filed 2026-10-22
Wedmont Private Capital
DECREASED
Shares7,267 from 7,437
Change-170 (-2%)
Value$338.2K (-$68.3K)
Filed 2026-10-09
Hourglass Capital, LLC
UNCHANGED
Shares7,204 from 7,204
Change0 (0%)
Value$334.9K (-$55.6K)
Filed 2026-10-26
Tred Avon Family Wealth, LLC
DECREASED
Shares7,163 from 7,308
Change-145 (-2%)
Value$333.0K (-$63.2K)
Filed 2026-10-20
Old Second National Bank of Aurora
DECREASED
Shares7,151 from 8,832
Change-1,681 (-19%)
Value$332.5K (-$146.3K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED
Shares7,149 from 7,252
Change-103 (-1%)
Value$332.4K (-$60.7K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares7,099 from 7,598
Change-499 (-7%)
Value$330.1K (-$81.8K)
Filed 2026-10-27
Wealth Group, Ltd.
NEW
Shares7,097
Change+7,097
Value$330.0K
Filed 2026-10-30
Integrity Advisory Solutions, LLC
INCREASED
Shares7,089 from 5,517
Change+1,572 (+28%)
Value$329.6K (+$30.5K)
Filed 2026-10-29
Mengis Capital Management, Inc.
UNCHANGED
Shares7,084 from 7,084
Change0 (0%)
Value$329.3K (-$54.7K)
Filed 2026-10-13
Five Oceans Advisors
UNCHANGED
Shares7,055 from 7,055
Change0 (0%)
Value$328.0K (-$54.5K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares7,050 from 9,419
Change-2,369 (-25%)
Value$327.7K (-$182.9K)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares7,021 from 10,548
Change-3,527 (-33%)
Value$326.4K (-$245.4K)
Filed 2026-10-15
EagleClaw Capital Managment, LLC
DECREASED
Shares7,012 from 7,273
Change-261 (-4%)
Value$326.0K (-$68.3K)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
DECREASED
Shares6,826 from 6,917
Change-91 (-1%)
Value$317.3K (-$57.6K)
Filed 2026-10-05
NTV Asset Management LLC
UNCHANGED
Shares6,822 from 6,822
Change0 (0%)
Value$317.2K (-$52.7K)
Filed 2026-10-23
Cordoba Advisory Partners LLC
UNCHANGED
Shares6,806 from 6,806
Change0 (0%)
Value$317.0K (-$53.1K)
Filed 2026-10-19
Formidable Asset Management, LLC
DECREASED
Shares6,804 from 7,504
Change-700 (-9%)
Value$368.8K (-$37.4K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
INCREASED
Shares6,804 from 6,801
Change+3 (+0%)
Value$316.3K (-$52.4K)
Filed 2026-10-28
Carson Advisory Inc.
DECREASED
Shares6,793 from 6,818
Change-25 (0%)
Value$315.8K (-$53.8K)
Filed 2026-11-06
Mill Capital Management, LLC
UNCHANGED
Shares6,781 from 6,781
Change0 (0%)
Value$315.2K (-$52.3K)
Filed 2026-10-26
State of Wyoming
INCREASED
Shares6,766 from 6,756
Change+10 (+0%)
Value$315.2K (-$51.0K)
Filed 2026-10-28
Citizens Financial Group Inc
DECREASED
Shares6,724 from 8,667
Change-1,943 (-22%)
Value$312.6K (-$157.2K)
Filed 2026-10-23
Inscription Capital, LLC
INCREASED
Shares6,723 from 6,667
Change+56 (+1%)
Value$312.6K (-$48.9K)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares6,673 from 6,648
Change+25 (+0%)
Value$310.2K (-$50.2K)
Filed 2026-10-16
Versant Capital Management, Inc
DECREASED
Shares6,646 from 7,290
Change-644 (-9%)
Value$309.6K (-$85.7K)
Filed 2026-10-02
West Family Investments, Inc.
INCREASED
Shares6,614 from 6,146
Change+468 (+8%)
Value$307.5K (-$25.7K)
Filed 2026-11-09
Powell Investment Advisors, LLC
UNCHANGED
Shares6,585 from 6,585
Change0 (0%)
Value$306.1K (-$50.8K)
Filed 2026-10-22
Guinness Atkinson Asset Management Inc
DECREASED
Shares6,579 from 6,719
Change-140 (-2%)
Value$305.9K (-$58.4K)
Filed 2026-11-05
Murphy Pohlad Asset Management LLC
UNCHANGED
Shares6,577 from 6,577
Change0 (0%)
Value$305.8K (-$50.8K)
Filed 2026-10-22
Powers Advisory Group, LLC
DECREASED
Shares6,570 from 7,023
Change-453 (-6%)
Value$305.4K (-$75.3K)
Filed 2026-10-14
Avestar Capital, LLC
DECREASED
Shares6,568 from 6,698
Change-130 (-2%)
Value$305.4K (-$57.7K)
Filed 2026-10-28
Caldwell Trust Co
DECREASED
Shares6,567 from 6,577
Change-10 (0%)
Value$305.3K (-$51.2K)
Filed 2026-10-30
Insight Wealth Partners, LLC
UNCHANGED
Shares6,542 from 6,542
Change0 (0%)
Value$304.1K (-$50.5K)
Filed 2026-10-26
Fogel Capital Management, Inc.
DECREASED
Shares6,537 from 6,547
Change-10 (0%)
Value$303.9K (-$51.0K)
Filed 2026-11-04
Income Insurance Ltd
UNCHANGED
Shares6,490 from 6,490
Change0 (0%)
Value$302.4K (-$49.4K)
Filed 2026-10-21
Garrett Wealth Advisory Group, LLC
INCREASED
Shares6,456 from 6,416
Change+40 (+1%)
Value$300.3K (-$47.6K)
Filed 2026-10-22
KCM Investment Advisors LLC
DECREASED
Shares6,448 from 7,022
Change-574 (-8%)
Value$299.8K (-$80.9K)
Filed 2026-10-27
Aviance Capital Partners, LLC
DECREASED
Shares6,395 from 6,480
Change-85 (-1%)
Value$297.3K (-$54.0K)
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares6,390 from 5,788
Change+602 (+10%)
Value$314.9K (-$4.9K)
Filed 2026-11-02
Advisor Resource Council
INCREASED
Shares6,381 from 6,118
Change+263 (+4%)
Value$293.8K (-$33.5K)
Filed 2026-11-05
Summit Financial Wealth Advisors, LLC
INCREASED
Shares6,354 from 6,327
Change+27 (+0%)
Value$295.4K (-$47.6K)
Filed 2026-10-15
FDx Advisors, Inc.
DECREASED
Shares6,346 from 7,185
Change-839 (-12%)
Value$295.0K (-$94.0K)
Filed 2026-11-09
Mraz, Amerine & Associates, Inc.
INCREASED
Shares6,313 from 4,913
Change+1,400 (+29%)
Value$293.5K (+$27.2K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
UNCHANGED
Shares6,223 from 6,223
Change0 (0%)
Value$289.3K (-$48.0K)
Filed 2026-10-29
Personal CFO Solutions, LLC
DECREASED
Shares6,167 from 9,062
Change-2,895 (-32%)
Value$286.7K (-$204.5K)
Filed 2026-11-06
Lyell Wealth Management, LP
DECREASED
Shares6,129 from 6,220
Change-91 (-1%)
Value$284.9K (-$52.2K)
Filed 2026-10-30
Park National Corp
INCREASED
Shares6,078 from 1,115
Change+4,963 (+445%)
Value$282.6K (+$222.1K)
Filed 2026-10-05
Woodward Diversified Capital, LLC
UNCHANGED
Shares6,025 from 6,025
Change0 (0%)
Value$280.1K (-$46.5K)
Filed 2026-10-21
Investmark Advisory Group LLC
NEW
Shares6,018
Change+6,018
Value$279.8K
Filed 2026-10-27
Montag A & Associates Inc
UNCHANGED
Shares6,016 from 6,016
Change0 (0%)
Value$279.7K (-$46.4K)
Filed 2026-10-29
Granite Group Advisors, LLC
DECREASED
Shares5,960 from 6,066
Change-106 (-2%)
Value$277.1K (-$51.8K)
Filed 2026-10-14
Meridian Investment Counsel Inc.
UNCHANGED
Shares5,929 from 5,929
Change0 (0%)
Value$275.7K (-$45.8K)
Filed 2026-10-14
Allen Mooney & Barnes Investment Advisors LLC
NEW
Shares5,900
Change+5,900
Value$274.3K
Filed 2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares5,900 from 5,516
Change+384 (+7%)
Value$274.3K (-$24.7K)
Filed 2026-10-14
Mosley Wealth Management
UNCHANGED
Shares5,883 from 5,883
Change0 (0%)
Value$275.5K (-$43.4K)
Filed 2026-10-16
Nwam LLC
INCREASED
Shares5,872 from 4,049
Change+1,823 (+45%)
Value$273.0K (+$53.5K)
Filed 2026-11-09
Genesis Private Wealth, LLC
UNCHANGED
Shares5,863 from 5,863
Change0 (0%)
Value$272.6K (-$45.3K)
Filed 2026-11-02
Washington Trust Co
DECREASED
Shares5,855 from 6,499
Change-644 (-10%)
Value$272.2K (-$80.1K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares5,793 from 5,713
Change+80 (+1%)
Value$269.3K (-$40.0K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares5,778 from 5,778
Change0 (0%)
Value$268.6K (-$44.6K)
Filed 2026-10-21
First Nebraska Trust Co
DECREASED
Shares5,775 from 5,815
Change-40 (-1%)
Value$268.5K (-$46.8K)
Filed 2026-10-30
Valeo Financial Advisors, LLC
INCREASED
Shares5,735 from 5,596
Change+139 (+2%)
Value$266.6K (-$36.7K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
DECREASED
Shares5,726 from 7,931
Change-2,205 (-28%)
Value$266.2K (-$163.7K)
Filed 2026-10-26
Client 1ST Advisory Group, LLC
UNCHANGED
Shares5,719 from 5,719
Change0 (0%)
Value$265.9K (-$44.2K)
Filed 2026-10-19
Summit Asset Management, LLC
INCREASED
Shares5,718 from 5,544
Change+174 (+3%)
Value$265.8K (-$34.7K)
Filed 2026-11-05
KRS Capital Management, LLC
DECREASED
Shares5,707 from 5,782
Change-75 (-1%)
Value$265.3K (-$48.1K)
Filed 2026-10-16
GW Henssler & Associates LTD
INCREASED
Shares5,663 from 5,173
Change+490 (+9%)
Value$263.3K (-$17.2K)
Filed 2026-10-26
Beese Fulmer Investment Management, Inc.
DECREASED
Shares5,657 from 6,144
Change-487 (-8%)
Value$263.0K (-$70.0K)
Filed 2026-10-23
Swiss RE LTD
INCREASED
Shares5,637 from 3,427
Change+2,210 (+64%)
Value$262.6K (+$76.9K)
Filed 2026-11-06
Magnus Financial Group LLC
UNCHANGED
Shares5,576 from 5,576
Change0 (0%)
Value$259.2K (-$43.0K)
Filed 2026-10-21
Tandem Capital Management Corp
INCREASED
Shares5,525 from 5,375
Change+150 (+3%)
Value$256.9K (-$34.5K)
Filed 2026-10-22
Biltmore Family Office, LLC
UNCHANGED
Shares5,521 from 5,521
Change0 (0%)
Value$256.7K (-$42.6K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares5,509 from 5,508
Change+1 (+0%)
Value$256.1K (-$42.5K)
Filed 2026-11-02
J.M. Arbour, LLC
INCREASED
Shares5,501 from 5,194
Change+307 (+6%)
Value$255.7K (-$25.8K)
Filed 2026-11-05
Dillon & Associates Inc
INCREASED
Shares5,487 from 5,337
Change+150 (+3%)
Value$252 (-$287.7K)
Filed 2026-10-22
Camelot Portfolios, LLC
UNCHANGED
Shares5,459 from 5,459
Change0 (0%)
Value$253.8K (-$42.1K)
Filed 2026-11-09
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares5,440 from 5,440
Change0 (0%)
Value$252.9K (-$42.0K)
Filed 2026-10-16
Brown Miller Wealth Management, LLC
UNCHANGED
Shares5,409 from 5,409
Change0 (0%)
Value$251.5K (-$41.8K)
Filed 2026-11-02
Taylor Financial Group, Inc.
UNCHANGED
Shares5,379 from 5,379
Change0 (0%)
Value$250.2K (-$41.4K)
Filed 2026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED
Shares5,329 from 5,329
Change0 (0%)
Value$247.7K (-$41.1K)
Filed 2026-10-23
Smith Chas P & Associates PA Cpas
INCREASED
Shares5,325 from 5,289
Change+36 (+1%)
Value$256.1K (-$30.6K)
Filed 2026-10-22
Independent Wealth Network Inc.
INCREASED
Shares5,315 from 5,015
Change+300 (+6%)
Value$247.1K (-$24.8K)
Filed 2026-10-19
Chicago Capital, LLC
UNCHANGED
Shares5,306 from 5,306
Change0 (0%)
Value$246.7K (-$41.0K)
Filed 2026-10-13
3Chopt Investment Partners, LLC
INCREASED
Shares5,294 from 4,310
Change+984 (+23%)
Value$246.1K (+$12.5K)
Filed 2026-10-30
Cross Staff Investments Inc
UNCHANGED
Shares5,264 from 5,264
Change0 (0%)
Value$244.7K (-$40.6K)
Filed 2026-10-22
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares5,236 from 5,236
Change0 (0%)
Value$243.4K (-$40.4K)
Filed 2026-10-30
Platform Technology Partners
UNCHANGED
Shares5,218 from 5,218
Change0 (0%)
Value$243.2K (-$39.8K)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED
Shares5,178 from 5,060
Change+118 (+2%)
Value$240.7K (-$33.6K)
Filed 2026-10-29
Howard Financial Services, Ltd.
UNCHANGED
Shares5,134 from 5,134
Change0 (0%)
Value$238.7K (-$39.6K)
Filed 2026-10-15
Purkiss Capital Advisors LLC
INCREASED
Shares5,131 from 5,123
Change+8 (+0%)
Value$238.6K (-$39.1K)
Filed 2026-11-06
Associated Banc-Corp
INCREASED
Shares5,130 from 4,991
Change+139 (+3%)
Value$238.5K (-$32.1K)
Filed 2026-10-30
Schnieders Capital Management, Llc.
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$237.6K (-$38.9K)
Filed 2026-11-09
Pettinga Financial Advisors LLC
UNCHANGED
Shares5,038 from 5,038
Change0 (0%)
Value$234.2K (-$38.9K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
UNCHANGED
Shares5,026 from 5,026
Change0 (0%)
Value$233.7K (-$38.8K)
Filed 2026-10-20
Heritage Wealth Advisors
UNCHANGED
Shares5,011 from 5,011
Change0 (0%)
Value$233.0K (-$38.7K)
Filed 2026-11-09
Investment Partners Asset Management, Inc.
UNCHANGED
Shares4,997 from 4,997
Change0 (0%)
Value$232.3K (-$38.6K)
Filed 2026-10-09
Asset Planning,Inc
UNCHANGED
Shares4,982 from 4,982
Change0 (0%)
Value$231.6K (-$38.5K)
Filed 2026-10-26
NWF Advisory Services Inc.
INCREASED
Shares4,975 from 4,944
Change+31 (+1%)
Value$231.8K (-$36.2K)
Filed 2026-10-19
Waterfront Wealth Inc.
INCREASED
Shares4,953 from 4,169
Change+784 (+19%)
Value$237.0K (+$9.1K)
Filed 2026-11-03
Manchester Financial Inc
UNCHANGED
Shares4,931 from 4,931
Change0 (0%)
Value$229.2K (-$38.1K)
Filed 2026-10-15
BankPlus Wealth Management LLC
UNCHANGED
Shares4,924 from 4,924
Change0 (0%)
Value$228.9K (-$38.0K)
Filed 2026-10-13
Interchange Capital Partners, LLC
DECREASED
Shares4,921 from 5,311
Change-390 (-7%)
Value$229.2K (-$58.7K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,920 from 4,932
Change-12 (0%)
Value$229.2K (-$38.2K)
Filed 2026-11-03
Hengehold Capital Management LLC
INCREASED
Shares4,912 from 4,787
Change+125 (+3%)
Value$228.4K (-$31.1K)
Filed 2026-10-16
Calamos Wealth Management LLC
INCREASED
Shares4,886 from 4,076
Change+810 (+20%)
Value$227.2K (+$6.2K)
Filed 2026-11-02
Highland Capital Management, LLC
INCREASED
Shares4,852 from 4,801
Change+51 (+1%)
Value$225.6K (-$34.7K)
Filed 2026-10-26
Capital Management Associates, Inc
INCREASED
Shares4,825 from 4,235
Change+590 (+14%)
Value$224.3K (-$5.3K)
Filed 2026-10-20
Convergence Financial, LLC
DECREASED
Shares4,817 from 9,604
Change-4,787 (-50%)
Value$223.9K (-$296.7K)
Filed 2026-10-27
Burford Brothers, Inc.
UNCHANGED
Shares4,789 from 4,789
Change0 (0%)
Value$222.6K (-$37.0K)
Filed 2026-10-21
Virtue Capital Management, LLC
DECREASED
Shares4,777 from 4,789
Change-12 (0%)
Value$222.1K (-$37.5K)
Filed 2026-10-29
Valtinson Bruner Financial Planning LLC
INCREASED
Shares4,773 from 4,669
Change+104 (+2%)
Value$221.9K (-$31.2K)
Filed 2026-11-02
Woodley Farra Manion Portfolio Management Inc
UNCHANGED
Shares4,741 from 4,741
Change0 (0%)
Value$220.4K (-$36.6K)
Filed 2026-11-05
Root Financial Partners, LLC
DECREASED
Shares4,736 from 5,024
Change-288 (-6%)
Value$220.2K (-$52.2K)
Filed 2026-10-21
Bedel Financial Consulting, Inc.
UNCHANGED
Shares4,725 from 4,725
Change0 (0%)
Value$219.7K (-$36.5K)
Filed 2026-11-06
Forum Financial Management, LP
INCREASED
Shares4,692 from 4,496
Change+196 (+4%)
Value$218.1K (-$25.6K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
NEW
Shares4,685
Change+4,685
Value$218.0K
Filed 2026-10-19
North Star Investment Management Corp.
INCREASED
Shares4,684 from 4,683
Change+1 (+0%)
Value$217.8K (-$36.1K)
Filed 2026-10-27
Verus Capital Partners, LLC
DECREASED
Shares4,682 from 4,799
Change-117 (-2%)
Value$217.7K (-$42.5K)
Filed 2026-11-03
Earned Wealth Advisors, LLC
DECREASED
Shares4,678 from 4,807
Change-129 (-3%)
Value$217.5K (-$43.1K)
Filed 2026-11-06
Indivisible Partners
NEW
Shares4,666
Change+4,666
Value$216.9K
Filed 2026-10-26
Duncker Streett & Co Inc
UNCHANGED
Shares4,652 from 4,652
Change0 (0%)
Value$216.3K (-$35.9K)
Filed 2026-10-27
Yousif Capital Management, LLC
INCREASED
Shares4,639 from 3,834
Change+805 (+21%)
Value$215.7K (+$7.8K)
Filed 2026-10-22
Avail Investment Partners, LLC
DECREASED
Shares4,628 from 4,691
Change-63 (-1%)
Value$215.2K (-$39.1K)
Filed 2026-10-16
Sanders Morris Harris LLC
NEW
Shares4,623
Change+4,623
Value$215.9K
Filed 2026-10-14
Fairvoy Private Wealth, LLC
INCREASED
Shares4,606 from 4,571
Change+35 (+1%)
Value$214.1K (-$33.7K)
Filed 2026-10-19
Independence Bank of Kentucky
UNCHANGED
Shares4,584 from 4,584
Change0 (0%)
Value$213.1K (-$35.4K)
Filed 2026-10-26
BIP Wealth, LLC
DECREASED
Shares4,570 from 6,156
Change-1,586 (-26%)
Value$212.5K (-$121.2K)
Filed 2026-10-22
Sollinda Capital Management LLC
NEW
Shares4,547
Change+4,547
Value$211.4K
Filed 2026-11-09
DDD Partners, LLC
UNCHANGED
Shares4,546 from 4,546
Change0 (0%)
Value$211.3K (-$35.1K)
Filed 2026-11-02
Arbor Investment Advisors, LLC
DECREASED
Shares4,531 from 4,896
Change-365 (-7%)
Value$210.6K (-$54.8K)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
DECREASED
Shares4,524 from 4,525
Change-1 (0%)
Value$210.3K (-$35.0K)
Filed 2026-11-02
Koenig Investment Advisory, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$209.2K (-$34.7K)
Filed 2026-10-09
Mallini Complete Financial Planning LLC
UNCHANGED
Shares4,479 from 4,479
Change0 (0%)
Value$208.2K (-$34.6K)
Filed 2026-10-06
Texas Bank & Trust Co
DECREASED
Shares4,476 from 4,524
Change-48 (-1%)
Value$208.1K (-$37.2K)
Filed 2026-11-04
D.B. Root & Company, LLC
INCREASED
Shares4,454 from 4,281
Change+173 (+4%)
Value$207.1K (-$25.0K)
Filed 2026-11-04
Banque de Luxembourg S.A.
DECREASED
Shares4,445 from 6,000
Change-1,555 (-26%)
Value$206.6K (-$118.7K)
Filed 2026-10-14
Coastline Trust Co
UNCHANGED
Shares4,411 from 4,411
Change0 (0%)
Value$205.1K (-$34.1K)
Filed 2026-10-01
Alchemi Wealth, LLC
DECREASED
Shares4,403 from 4,478
Change-75 (-2%)
Value$204.7K (-$38.1K)
Filed 2026-11-04
Integras Partners LLC
UNCHANGED
Shares4,368 from 4,368
Change0 (0%)
Value$203.1K (-$33.7K)
Filed 2026-10-30
Gratus Wealth Advisors, LLC
DECREASED
Shares4,329 from 4,391
Change-62 (-1%)
Value$201.3K (-$36.8K)
Filed 2026-10-26
Sunpointe, LLC
DECREASED
Shares4,327 from 10,640
Change-6,313 (-59%)
Value$201.2K (-$375.6K)
Filed 2026-10-22
Burke & Herbert Bank & Trust Co
DECREASED
Shares4,320 from 4,322
Change-2 (0%)
Value$200.8K (-$33.5K)
Filed 2026-11-02
Cromwell Holdings LLC
UNCHANGED
Shares4,292 from 4,292
Change0 (0%)
Value$199.5K (-$33.1K)
Filed 2026-10-28
1620 Investment Advisors, Inc.
INCREASED
Shares4,283 from 3,892
Change+391 (+10%)
Value$199.1K (-$11.9K)
Filed 2026-11-04
Latitude Advisors, LLC
INCREASED
Shares4,230 from 4,224
Change+6 (+0%)
Value$196.7K (-$32.3K)
Filed 2026-10-27
Kimelman & Baird, LLC
UNCHANGED
Shares4,220 from 4,220
Change0 (0%)
Value$196.2K (-$32.6K)
Filed 2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED
Shares3,778 from 3,778
Change0 (0%)
Value$204.8K ($0)
Filed 2026-10-13
Archer Investment Corp
INCREASED
Shares3,743 from 2,016
Change+1,727 (+86%)
Value$174.0K (+$64.7K)
Filed 2026-11-05
CNB Bank
DECREASED
Shares3,697 from 3,782
Change-85 (-2%)
Value$171.9K (-$33.1K)
Filed 2026-11-09
Southern Michigan Bank & Trust
DECREASED
Shares3,669 from 3,727
Change-58 (-2%)
Value$170.6K (-$31.5K)
Filed 2026-10-19
Holos Integrated Wealth LLC
UNCHANGED
Shares3,649 from 3,649
Change0 (0%)
Value$171.9K (-$28.9K)
Filed 2026-10-23
Motco
INCREASED
Shares3,633 from 2,603
Change+1,030 (+40%)
Value$168.9K (+$27.8K)
Filed 2026-11-09
Dakota Community Bank & Trust NA
UNCHANGED
Shares3,627 from 3,627
Change0 (0%)
Value$168.6K (-$28.0K)
Filed 2026-10-09
Gamma Investing LLC
INCREASED
Shares3,605 from 3,056
Change+549 (+18%)
Value$167.6K (+$1.9K)
Filed 2026-10-08
Nfsg Corp
INCREASED
Shares3,584 from 3,526
Change+58 (+2%)
Value$166.6K (-$24.5K)
Filed 2026-10-15
Essential Investment Partners LLC
NEW
Shares3,561
Change+3,561
Value$165.6K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares3,411 from 599
Change+2,812 (+469%)
Value$158.6K (+$126.1K)
Filed 2026-11-05
Centennial Bank
DECREASED
Shares3,387 from 3,797
Change-410 (-11%)
Value$157.5K (-$48.4K)
Filed 2026-11-09
Knights of Columbus Asset Advisors LLC
DECREASED
Shares3,380 from 4,320
Change-940 (-22%)
Value$157.1K (-$77.1K)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares3,240 from 3,600
Change-360 (-10%)
Value$151.0K (-$44.2K)
Filed 2026-10-29
Country Trust Bank
INCREASED
Shares3,202 from 2,438
Change+764 (+31%)
Value$148.9K (+$16.7K)
Filed 2026-10-30
Avion Wealth
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$147.0K (-$24.0K)
Filed 2026-11-04
Munich Reinsurance Co Stock Corp in Munich
INCREASED
Shares3,079 from 2,156
Change+923 (+43%)
Value$143.5K (+$26.6K)
Filed 2026-10-30
Bank of New Hampshire
UNCHANGED
Shares3,062 from 3,062
Change0 (0%)
Value$142.4K (-$23.6K)
Filed 2026-10-06
Washington Trust Advisors, Inc.
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$142.3K (-$23.6K)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED
Shares3,041 from 3,018
Change+23 (+1%)
Value$76.1K (-$19.0K)
Filed 2026-11-04
Retirement Wealth Solutions LLC
INCREASED
Shares3,000 from 22
Change+2,978 (+13536%)
Value$139.5K (+$138.3K)
Filed 2026-10-07
Roble, Belko & Company, Inc
UNCHANGED
Shares2,973 from 2,973
Change0 (0%)
Value$138.0K (-$23.0K)
Filed 2026-11-09
Oakworth Capital, Inc.
INCREASED
Shares2,816 from 2,721
Change+95 (+3%)
Value$130.9K (-$16.0K)
Filed 2026-10-26
American National Bank & Trust
DECREASED
Shares2,800 from 3,800
Change-1,000 (-26%)
Value$130.2K (-$75.8K)
Filed 2026-10-07
Alerus Financial NA
DECREASED
Shares2,723 from 2,831
Change-108 (-4%)
Value$126.6K (-$26.9K)
Filed 2026-11-09
Rosenberg Matthew Hamilton
DECREASED
Shares2,706 from 2,766
Change-60 (-2%)
Value$125.8K (-$24.1K)
Filed 2026-10-05
Virtus Advisers, LLC
UNCHANGED
Shares2,668 from 2,668
Change0 (0%)
Value$176.5K (-$28.7K)
Filed 2026-11-09
CX Institutional
UNCHANGED
Shares2,502 from 2,502
Change0 (0%)
Value$116.0K (+$115.9K)
Filed 2026-10-02
Bayban
UNCHANGED
Shares2,476 from 2,476
Change0 (0%)
Value$134.2K ($0)
Filed 2026-11-05
Morse Asset Management, Inc
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$114.2K (-$18.7K)
Filed 2026-11-09
Horizon Financial Services, LLC
UNCHANGED
Shares2,403 from 2,403
Change0 (0%)
Value$111.7K (-$18.6K)
Filed 2026-11-04
Adirondack Trust Co
DECREASED
Shares2,306 from 2,384
Change-78 (-3%)
Value$107.2K (-$22.0K)
Filed 2026-10-14
N.E.W. Advisory Services LLC
INCREASED
Shares2,255 from 1,282
Change+973 (+76%)
Value$104.9K (+$35.3K)
Filed 2026-11-09
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,142 from 2,142
Change0 (0%)
Value$99.6K (-$16.5K)
Filed 2026-10-22
Evolution Wealth Management Inc.
INCREASED
Shares2,031 from 1,881
Change+150 (+8%)
Value$94.4K (-$7.5K)
Filed 2026-10-28
First Community Trust NA
NEW
Shares2,004
Change+2,004
Value$93.2K
Filed 2026-10-07
Knuff & Co LLC
DECREASED
Shares2,000 from 2,600
Change-600 (-23%)
Value$93.0K (-$48.0K)
Filed 2026-11-06
Spire Wealth Management
DECREASED
Shares1,875 from 2,470
Change-595 (-24%)
Value$87.2K (-$46.7K)
Filed 2026-10-30
Mcdonald Partners LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$86.5K (-$14.4K)
Filed 2026-11-03
Trust Co
INCREASED
Shares1,776 from 1,611
Change+165 (+10%)
Value$82.6K (-$4.8K)
Filed 2026-10-09
Financial Perspectives, Inc
UNCHANGED
Shares1,764 from 1,764
Change0 (0%)
Value$82.0K (-$13.6K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$76.8K (-$12.6K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,643 from 1,769
Change-126 (-7%)
Value$76.4K (-$19.5K)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$74.9K (-$12.4K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares1,580 from 302
Change+1,278 (+423%)
Value$73.5K (+$57.1K)
Filed 2026-10-28
Valley National Advisers Inc
DECREASED
Shares1,507 from 1,707
Change-200 (-12%)
Value$70.1K (-$22.5K)
Filed 2026-10-23
Chilton Capital Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$69.7K (-$11.6K)
Filed 2026-10-28
Alpine Bank Wealth Management
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$69.4K (-$11.5K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares1,448
Change+1,448
Value$67.3K
Filed 2026-10-30
TFC Financial Management, Inc.
DECREASED
Shares1,446 from 2,058
Change-612 (-30%)
Value$67.2K (-$44.3K)
Filed 2026-10-26
Next Level Wealth Planning, LLC
NEW
Shares1,400
Change+1,400
Value$65.1K
Filed 2026-10-29
Westside Investment Management, Inc.
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$63.2K (-$10.8K)
Filed 2026-11-02
Burkett Financial Services, LLC
UNCHANGED
Shares1,362 from 1,362
Change0 (0%)
Value$63.3K (-$10.5K)
Filed 2026-10-01
Community Bank, N.A.
UNCHANGED
Shares1,349 from 1,349
Change0 (0%)
Value$62.7K (-$10.4K)
Filed 2026-11-06
Tounjian Advisory Partners, LLC
INCREASED
Shares1,346 from 1,330
Change+16 (+1%)
Value$62.6K (-$9.5K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares1,328 from 1,176
Change+152 (+13%)
Value$61.7K (-$2.0K)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$60.4K (-$9.9K)
Filed 2026-11-03
Asset Dedication, LLC
INCREASED
Shares1,234 from 1,058
Change+176 (+17%)
Value$57.4K (+$31)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares1,214 from 1,209
Change+5 (+0%)
Value$56.5K (-$9.1K)
Filed 2026-11-04
Vision Financial Markets LLC
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$55.9K (-$8.6K)
Filed 2026-10-22
Nisa Investment Advisors, LLC
INCREASED
Shares1,173 from 1,102
Change+71 (+6%)
Value$54.5K (-$5.2K)
Filed 2026-10-20
Security National Bank
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$54.5K (-$9.0K)
Filed 2026-10-26
Beacon Financial Strategies Corp
UNCHANGED
Shares1,166 from 1,166
Change0 (0%)
Value$54.2K (-$9.0K)
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$54.1K (-$9.0K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,149 from 613
Change+536 (+87%)
Value$53.6K (+$20.3K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares1,143 from 1,032
Change+111 (+11%)
Value$53.1K (-$2.8K)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares1,131
Change+1,131
Value$52.6K
Filed 2026-10-27
GHP Investment Advisors, Inc.
INCREASED
Shares1,122 from 1,098
Change+24 (+2%)
Value$52.2K (-$7.3K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
INCREASED
Shares1,122 from 1,117
Change+5 (+0%)
Value$52.2K (-$8.4K)
Filed 2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$51.2K (-$8.5K)
Filed 2026-10-27
Nemes Rush Group LLC
DECREASED
Shares1,100 from 1,144
Change-44 (-4%)
Value$51.1K (-$10.9K)
Filed 2026-11-04
Byrne Asset Management LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$50.9K (-$8.7K)
Filed 2026-10-06
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$50.6K (-$8.4K)
Filed 2026-10-23
Cypress Capital Management LLC (WY)
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$50.1K (-$8.3K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
INCREASED
Shares1,004 from 829
Change+175 (+21%)
Value$46.7K (+$1.7K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares1,001 from 844
Change+157 (+19%)
Value$46.5K (+$783)
Filed 2026-10-26
Birch Financial Group, LLC
NEW
Shares998
Change+998
Value$46.4K
Filed 2026-10-27
Blume Capital Management, Inc.
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$46.3K (-$7.7K)
Filed 2026-10-26
Elyxium Wealth, LLC
NEW
Shares988
Change+988
Value$45.9K
Filed 2026-10-27
Gen-Wealth Partners Inc
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$43.8K (-$7.3K)
Filed 2026-11-04
Darwin Wealth Management, LLC
INCREASED
Shares942 from 932
Change+10 (+1%)
Value$43.8K (-$6.7K)
Filed 2026-11-09
Triumph Capital Management
DECREASED
Shares938 from 1,103
Change-165 (-15%)
Value$43.6K (-$16.2K)
Filed 2026-10-14
Planning Strategies Inc.
UNCHANGED
Shares889 from 889
Change0 (0%)
Value$41.3K (-$6.9K)
Filed 2026-10-02
Salomon & Ludwin, LLC
DECREASED
Shares878 from 886
Change-8 (-1%)
Value$40.8K (-$6.4K)
Filed 2026-10-29
Arlington Trust Co LLC
INCREASED
Shares865 from 500
Change+365 (+73%)
Value$40.2K (+$13.1K)
Filed 2026-10-20
Financial Management Professionals, Inc.
DECREASED
Shares860 from 942
Change-82 (-9%)
Value$40.0K (-$11.1K)
Filed 2026-10-23
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$36.5K (-$5.5K)
Filed 2026-10-01
New England Capital Financial Advisors LLC
DECREASED
Shares785 from 1,285
Change-500 (-39%)
Value$36.5K (-$33.2K)
Filed 2026-11-03
Concord Wealth Partners
DECREASED
Shares785 from 788
Change-3 (0%)
Value$36.5K (-$6.2K)
Filed 2026-11-02
Manchester Capital Management LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$36.1K (-$6.0K)
Filed 2026-10-22
Birchwood Financial Partners, Inc.
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$36.0K (-$6.0K)
Filed 2026-11-02
DT Investment Partners, LLC
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$35.0K (-$5.8K)
Filed 2026-10-27
Center for Financial Planning, Inc.
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$32.3K (-$5.4K)
Filed 2026-10-26
Highline Wealth Partners LLC
DECREASED
Shares688 from 957
Change-269 (-28%)
Value$32.0K (-$19.9K)
Filed 2026-10-19
Rydar Equities, Inc.
NEW
Shares667
Change+667
Value$30.6K
Filed 2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$30.9K (-$5.2K)
Filed 2026-10-14
Gables Capital Management Inc.
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$30.1K (-$5.0K)
Filed 2026-11-04
Parkside Financial Bank & Trust
INCREASED
Shares645 from 629
Change+16 (+3%)
Value$30.0K (-$4.1K)
Filed 2026-10-27
Clark Wealth Partners
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$29.8K (-$5.0K)
Filed 2026-10-19
Smithfield Trust Co
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$29 (-$6)
Filed 2026-11-09
CGC Financial Services, LLC
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$28.5K (-$4.7K)
Filed 2026-10-13
Inspire Investing, LLC
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$28.4K (-$4.7K)
Filed 2026-10-22
Hager Investment Management Services, LLC
DECREASED
Shares605 from 777
Change-172 (-22%)
Value$28.1K (-$14.0K)
Filed 2026-11-04
Quintet Private Bank (Europe) S.A.
INCREASED
Shares600 from 300
Change+300 (+100%)
Value$28.0K (+$11.7K)
Filed 2026-10-08
Godsey & Gibb, Inc
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$27.8K (-$4.6K)
Filed 2026-10-14
DeDora Capital, Inc.
NEW
Shares590
Change+590
Value$27.4K
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares588 from 102
Change+486 (+476%)
Value$27.3K (+$21.8K)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares579
Change+579
Value$26.9K
Filed 2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$26.2K (-$4.4K)
Filed 2026-11-06
J. R. Prunier Capital Management LLC
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$25.7K (-$4.3K)
Filed 2026-11-09
Financial Consulate, Inc
DECREASED
Shares538 from 615
Change-77 (-13%)
Value$25.0K (-$8.3K)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares536
Change+536
Value$24.9K
Filed 2026-10-09
Citizens National Bank Trust Department
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$24.9K (-$4.1K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$23.8K (-$3.9K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
DECREASED
Shares502 from 522
Change-20 (-4%)
Value$23.3K (-$5.0K)
Filed 2026-10-09
Vermillion Wealth Management, Inc.
DECREASED
Shares500 from 636
Change-136 (-21%)
Value$23.2K (-$11.2K)
Filed 2026-10-26
Bare Financial Services, Inc
INCREASED
Shares500 from 437
Change+63 (+14%)
Value$23.2K (-$444)
Filed 2026-11-04
High Note Wealth, LLC
INCREASED
Shares491 from 151
Change+340 (+225%)
Value$22.8K (+$14.6K)
Filed 2026-10-27
Tower Trust & Investment Co
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$21.5K (-$3.6K)
Filed 2026-10-28
Strive Financial Group,LLC
NEW
Shares454
Change+454
Value$21.1K
Filed 2026-11-09
Quest 10 Wealth Builders, Inc.
INCREASED
Shares441 from 440
Change+1 (+0%)
Value$20.5K (-$3.4K)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$20.5K (-$3.4K)
Filed 2026-10-15
Northstar Asset Management Co
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$20.4K (-$3.8K)
Filed 2026-10-22
Valued Wealth Advisors LLC
NEW
Shares421
Change+421
Value$19.6K
Filed 2026-11-05
PFS Partners, LLC
INCREASED
Shares404 from 403
Change+1 (+0%)
Value$18.8K (-$3.1K)
Filed 2026-10-21
Canton Hathaway, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$18.6K (-$3.1K)
Filed 2026-10-23
Advocate Investing Services LLC
INCREASED
Shares399 from 394
Change+5 (+1%)
Value$18.5K (-$2.8K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares390 from 303
Change+87 (+29%)
Value$18.1K (+$1.7K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$18.0K (-$3.0K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$18 (-$3)
Filed 2026-10-27
Ares Financial Consulting, LLC
INCREASED
Shares374 from 369
Change+5 (+1%)
Value$17.4K (-$2.6K)
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares353 from 351
Change+2 (+1%)
Value$16.4K (-$2.6K)
Filed 2026-11-05
Private Wealth Management Group, LLC
NEW
Shares334
Change+334
Value$15.5K
Filed 2026-10-19
Ashton Thomas Securities, LLC
NEW
Shares323
Change+323
Value$15.1K
Filed 2026-10-26
City Holding Co
DECREASED
Shares313 from 649
Change-336 (-52%)
Value$14.6K (-$20.6K)
Filed 2026-10-19
Princeton Global Asset Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$13.9K (-$2.3K)
Filed 2026-10-21
Bullock Wealth Management Group
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$13.8K (-$2.1K)
Filed 2026-10-09
Ulland Investment Advisors, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$14 (-$2)
Filed 2026-10-13
True Wealth Design, LLC
INCREASED
Shares279 from 262
Change+17 (+6%)
Value$13.0K (-$1.2K)
Filed 2026-10-13
Tidemark, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$12.6K (-$2.1K)
Filed 2026-11-09
Three Bridge Wealth Advisors, LLC
NEW
Shares268
Change+268
Value$12.5K
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares262 from 1,338
Change-1,076 (-80%)
Value$12.2K (-$60.4K)
Filed 2026-10-14
Richardson Capital Management LLC
NEW
Shares258
Change+258
Value$12.0K
Filed 2026-10-23
Winch Advisory Services, LLC
INCREASED
Shares257 from 254
Change+3 (+1%)
Value$12.0K (-$1.8K)
Filed 2026-11-06
Addison Advisors LLC
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$11.9K (-$2.0K)
Filed 2026-11-06
Richardson Financial Services Inc.
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$11.4K (-$1.9K)
Filed 2026-10-30
Monetary Solutions, Ltd
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$10.6K (-$1.8K)
Filed 2026-10-22
Albion Financial Group
DECREASED
Shares207 from 238
Change-31 (-13%)
Value$9.6K (-$3.3K)
Filed 2026-10-21
First Pacific Financial
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$9.6K (-$1.6K)
Filed 2026-10-14
Putney Financial Group LLC
NEW
Shares200
Change+200
Value$9.3K
Filed 2026-10-30
NorthAvenue LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$9.1K (-$1.5K)
Filed 2026-10-29
Fairway Wealth LLC
NEW
Shares188
Change+188
Value$8.7K
Filed 2026-10-30
Grove Bank & Trust
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$8.6K (-$1.4K)
Filed 2026-10-08
First Bancorp, Inc
INCREASED
Shares181 from 141
Change+40 (+28%)
Value$8.4K (+$771)
Filed 2026-10-26
Miller Global Investments, LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$8.3K (-$1.4K)
Filed 2026-10-02
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$8.2K (-$1.4K)
Filed 2026-10-29
Main Street Group, LTD
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$7.9K (-$1.3K)
Filed 2026-10-28
Bell Investment Advisors, Inc
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$7.3K (-$1.2K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$7.0K (-$1.2K)
Filed 2026-10-16
Ascentis Wealth Management, LLC
NEW
Shares147
Change+147
Value$6.8K
Filed 2026-11-03
West Paces Advisors Inc.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$6.2K (-$1.0K)
Filed 2026-10-13
Lodestone Wealth Management LLC
INCREASED
Shares128 from 101
Change+27 (+27%)
Value$5.9K (+$457)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$5.6K (-$927)
Filed 2026-10-20
Community Financial Services Group, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$5.5K (-$836)
Filed 2026-10-15
Montgomery Financial Services LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$5.3K (-$873)
Filed 2026-11-03
Curat Global, LLC
INCREASED
Shares108 from 107
Change+1 (+1%)
Value$5.0K (-$769)
Filed 2026-10-26
Rothwell Investment Advisors, LLC
NEW
Shares107
Change+107
Value$5.0K
Filed 2026-11-06
First Financial Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.6K (-$772)
Filed 2026-10-13
Hurley Capital, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.6K (-$772)
Filed 2026-11-05
POM Investment Strategies, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$4.6K (-$757)
Filed 2026-10-20
Navigoe, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$3 (-$1)
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
DECREASED
Shares75 from 81
Change-6 (-7%)
Value$3.5K (-$905)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
NEW
Shares73
Change+73
Value$3.4K
Filed 2026-11-05
Wilkerson Advisory Group LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$3.4K (-$563)
Filed 2026-10-20
WPG Advisers, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$2.7K (-$448)
Filed 2026-10-27
Gleason Group, Inc.
DECREASED
Shares55 from 1,589
Change-1,534 (-97%)
Value$2.5K (-$83.6K)
Filed 2026-10-15
DecisionPoint Financial, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$2.5K (-$379)
Filed 2026-10-27
Hughes Financial Services, LLC
NEW
Shares53
Change+53
Value$2.6K
Filed 2026-10-30
Piscataqua Savings Bank
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.5K (-$409)
Filed 2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.1K (-$347)
Filed 2026-10-28
Fairscale Capital, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$2.0K (-$195)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$1.9K (-$309)
Filed 2026-10-23
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.7K (-$286)
Filed 2026-11-06
Dogwood Wealth Management LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.6K (-$270)
Filed 2026-11-09
Mountain Hill Investment Partners Corp.
INCREASED
Shares30 from 29
Change+1 (+3%)
Value$1.4K (-$207)
Filed 2026-10-23
Livelsberger Financial Advisory
NEW
Shares25
Change+25
Value$1.2K
Filed 2026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.2K (-$193)
Filed 2026-10-15
MV Capital Management, Inc.
DECREASED
Shares22 from 84
Change-62 (-74%)
Value$1.0K (-$3.5K)
Filed 2026-10-29
Breakwater Investment Management
NEW
Shares18
Change+18
Value$837
Filed 2026-10-20
Your Advocates Ltd., LLP
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$558 (-$93)
Filed 2026-11-03
Accordant Advisory Group Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$279 (-$47)
Filed 2026-10-29
Rakuten Securities, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$93 (-$15)
Filed 2026-11-02
GFS Advisors, LLC
CLOSED
Shares0 from 223,907
Change-223,907 (-100%)
Value$0 (-$82.7K)
Filed 2026-11-03
Jcic Asset Management Inc.
CLOSED
Shares0 from 198,974
Change-198,974 (-100%)
Value$0 (-$10.8M)
Filed 2026-10-30
Ausbil Investment Management Ltd
CLOSED
Shares0 from 90,435
Change-90,435 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-08
Simplex Trading, LLC
CLOSED
Shares0 from 66,457
Change-66,457 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-04
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 61,500
Change-61,500 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-04
LFG Wealth Partners, LLC
CLOSED
Shares0 from 34,310
Change-34,310 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-28
Wellington Shields & Co., LLC
CLOSED
Shares0 from 22,889
Change-22,889 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Acadian Asset Management LLC
CLOSED
Shares0 from 21,570
Change-21,570 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-09
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 17,485
Change-17,485 (-100%)
Value$0 (-$948.0K)
Filed 2026-11-03
Squarepoint Ops LLC
CLOSED
Shares0 from 15,734
Change-15,734 (-100%)
Value$0 (-$852.9K)
Filed 2026-11-09
Garton & Associates Financial Advisors LLC
CLOSED
Shares0 from 15,465
Change-15,465 (-100%)
Value$0 (-$838.4K)
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 12,815
Change-12,815 (-100%)
Value$0 (-$694.7K)
Filed 2026-10-29
Cordatus Wealth Management LLC
CLOSED
Shares0 from 10,852
Change-10,852 (-100%)
Value$0 (-$588.3K)
Filed 2026-10-19
InTrack Investment Management Inc
CLOSED
Shares0 from 9,558
Change-9,558 (-100%)
Value$0 (-$518.1K)
Filed 2026-10-15
William John Sempolinski
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$406.6K)
Filed 2026-10-20
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 6,986
Change-6,986 (-100%)
Value$0 (-$378.7K)
Filed 2026-10-19
KPP Advisory Services LLC
CLOSED
Shares0 from 6,438
Change-6,438 (-100%)
Value$0 (-$349.0K)
Filed 2026-10-26
Plan Group Financial, LLC
CLOSED
Shares0 from 5,283
Change-5,283 (-100%)
Value$0 (-$286.4K)
Filed 2026-10-22
Invested Advisors
CLOSED
Shares0 from 5,082
Change-5,082 (-100%)
Value$0 (-$275.5K)
Filed 2026-10-23
Garrison Bradford & Associates Inc
CLOSED
Shares0 from 4,920
Change-4,920 (-100%)
Value$0 (-$266.7K)
Filed 2026-10-27
Fulcrum Equity Management
CLOSED
Shares0 from 4,810
Change-4,810 (-100%)
Value$0 (-$260.8K)
Filed 2026-10-21
Maia Wealth LLC
CLOSED
Shares0 from 4,663
Change-4,663 (-100%)
Value$0 (-$252.8K)
Filed 2026-10-19
King Luther Capital Management Corp
CLOSED
Shares0 from 4,660
Change-4,660 (-100%)
Value$0 (-$252.6K)
Filed 2026-11-05
55 North Private Wealth, LLC
CLOSED
Shares0 from 4,633
Change-4,633 (-100%)
Value$0 (-$251.2K)
Filed 2026-10-20
Riversedge Advisors, LLC
CLOSED
Shares0 from 4,632
Change-4,632 (-100%)
Value$0 (-$251.1K)
Filed 2026-10-09
Catalyst Financial Partners LLC
CLOSED
Shares0 from 4,570
Change-4,570 (-100%)
Value$0 (-$247.7K)
Filed 2026-11-06
Norway Savings Bank
CLOSED
Shares0 from 4,483
Change-4,483 (-100%)
Value$0 (-$243.0K)
Filed 2026-10-20
Bernicke Wealth Management, Ltd.
CLOSED
Shares0 from 4,471
Change-4,471 (-100%)
Value$0 (-$242.4K)
Filed 2026-11-06
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 4,431
Change-4,431 (-100%)
Value$0 (-$240.2K)
Filed 2026-10-20
Tempo Wealth, LLC
CLOSED
Shares0 from 4,261
Change-4,261 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-14
Regatta Capital Group, LLC
CLOSED
Shares0 from 4,249
Change-4,249 (-100%)
Value$0 (-$230.4K)
Filed 2026-10-23
Novem Group
CLOSED
Shares0 from 4,231
Change-4,231 (-100%)
Value$0 (-$229.3K)
Filed 2026-10-19
Voisard Asset Management Group, Inc.
CLOSED
Shares0 from 4,199
Change-4,199 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-13
Successful Portfolios LLC
CLOSED
Shares0 from 4,182
Change-4,182 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-09
Tempus Wealth Planning, LLC
CLOSED
Shares0 from 4,133
Change-4,133 (-100%)
Value$0 (-$224.1K)
Filed 2026-10-14
Simplicity Wealth,LLC
CLOSED
Shares0 from 4,072
Change-4,072 (-100%)
Value$0 (-$220.7K)
Filed 2026-10-23
Oak Grove Capital LLC
CLOSED
Shares0 from 4,050
Change-4,050 (-100%)
Value$0 (-$219.6K)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 4,036
Change-4,036 (-100%)
Value$0 (-$218.8K)
Filed 2026-10-21
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 4,033
Change-4,033 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-30
Benin Management Corp
CLOSED
Shares0 from 4,020
Change-4,020 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-22
True North Advisors, LLC
CLOSED
Shares0 from 3,968
Change-3,968 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-22
First Business Financial Services, Inc.
CLOSED
Shares0 from 3,946
Change-3,946 (-100%)
Value$0 (-$213.9K)
Filed 2026-10-29
Abner Herrman & Brock LLC
CLOSED
Shares0 from 3,936
Change-3,936 (-100%)
Value$0 (-$213)
Filed 2026-10-20
Certified Advisory Corp
CLOSED
Shares0 from 3,924
Change-3,924 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-29
Sunbeam Capital Management, LLC
CLOSED
Shares0 from 3,888
Change-3,888 (-100%)
Value$0 (-$210.8K)
Filed 2026-11-05
Lowe Brockenbrough & Co Inc
CLOSED
Shares0 from 3,850
Change-3,850 (-100%)
Value$0 (-$208.7K)
Filed 2026-11-09
Lifetime Wealth Management P.C.
CLOSED
Shares0 from 3,850
Change-3,850 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-29
Steel Grove Capital Advisors, LLC
CLOSED
Shares0 from 3,831
Change-3,831 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-13
Argus Investors' Counsel, Inc.
CLOSED
Shares0 from 3,776
Change-3,776 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-09
Uhlmann Price Securities, LLC
CLOSED
Shares0 from 3,763
Change-3,763 (-100%)
Value$0 (-$204.0K)
Filed 2026-11-03
Walled Lake Planning & Wealth Management, LLC
CLOSED
Shares0 from 3,745
Change-3,745 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-29
CRA Financial Services, LLC
CLOSED
Shares0 from 3,713
Change-3,713 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-16
SYM Financial Corp
CLOSED
Shares0 from 3,705
Change-3,705 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-26
5th Street Advisors, LLC
CLOSED
Shares0 from 3,700
Change-3,700 (-100%)
Value$0 (-$200.6K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 3,078
Change-3,078 (-100%)
Value$0 (-$166.9K)
Filed 2026-10-28
Tompkins Financial Corp
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$162.6K)
Filed 2026-10-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,223
Change-2,223 (-100%)
Value$0 (-$120.5K)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 2,222
Change-2,222 (-100%)
Value$0 (-$120.5K)
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$108.4K)
Filed 2026-11-03
Sterling Capital Management LLC
CLOSED
Shares0 from 996
Change-996 (-100%)
Value$0 (-$54.0K)
Filed 2026-10-22
Meramec Financial Planners, LLC
CLOSED
Shares0 from 843
Change-843 (-100%)
Value$0 (-$46.7K)
Filed 2026-11-09
William B. Walkup & Associates, Inc.
CLOSED
Shares0 from 787
Change-787 (-100%)
Value$0 (-$42.7K)
Filed 2026-11-05
Islay Capital Management, LLC
CLOSED
Shares0 from 777
Change-777 (-100%)
Value$0 (-$42.1K)
Filed 2026-10-20
Kingdom Financial Group Llc.
CLOSED
Shares0 from 567
Change-567 (-100%)
Value$0 (-$30.7K)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 476
Change-476 (-100%)
Value$0 (-$25.8K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$19.1K)
Filed 2026-10-16
Axiom Investment Management LLC
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$17.3K)
Filed 2026-11-03
Newton One Investments LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-14
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 238
Change-238 (-100%)
Value$0 (-$12.9K)
Filed 2026-10-26
Evermay Wealth Management LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$11.4K)
Filed 2026-11-05
Kelleher Financial Advisors
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$8.0K)
Filed 2026-11-04
Jefferies Financial Group Inc.
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-05
Tsfg, LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$6)
Filed 2026-10-23
Proathlete Wealth Management LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-15
Costello Asset Management, Inc
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-30
Robinswood Financial LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-07
First United Bank & Trust
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-22
Stone House Investment Management, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-23
Noble Wealth Management PBC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-01
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$868)
Filed 2026-10-20
Activest Wealth Management
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-15
Royal Bank of Canada
N/A
Shares— from 108,387,706
Change-108,387,706 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 62,781,529
Change-62,781,529 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 49,084,876
Change-49,084,876 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 31,276,338
Change-31,276,338 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 28,620,616
Change-28,620,616 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 25,754,086
Change-25,754,086 (-100%)
Value—
Norges Bank
N/A
Shares— from 24,021,424
Change-24,021,424 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 20,703,852
Change-20,703,852 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 20,624,547
Change-20,624,547 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 19,349,126
Change-19,349,126 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 17,428,310
Change-17,428,310 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 16,759,562
Change-16,759,562 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,711,989
Change-15,711,989 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 14,781,958
Change-14,781,958 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 14,359,061
Change-14,359,061 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,895,886
Change-13,895,886 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 13,639,861
Change-13,639,861 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 11,079,469
Change-11,079,469 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 10,800,535
Change-10,800,535 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 9,299,341
Change-9,299,341 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 8,953,708
Change-8,953,708 (-100%)
Value—
FIL Ltd
N/A
Shares— from 8,725,419
Change-8,725,419 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 8,634,722
Change-8,634,722 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 8,470,608
Change-8,470,608 (-100%)
Value—
Morgan Stanley Institutional Investment Advisors LLC
N/A
Shares— from 7,388,875
Change-7,388,875 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 7,074,571
Change-7,074,571 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 7,051,631
Change-7,051,631 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,026,305
Change-7,026,305 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 6,705,691
Change-6,705,691 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 5,961,957
Change-5,961,957 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 5,732,686
Change-5,732,686 (-100%)
Value—
Capital World Investors
N/A
Shares— from 5,039,487
Change-5,039,487 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 5,035,666
Change-5,035,666 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 5,029,159
Change-5,029,159 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 4,916,276
Change-4,916,276 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,904,911
Change-4,904,911 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,832,409
Change-4,832,409 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 4,727,626
Change-4,727,626 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 4,637,312
Change-4,637,312 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 4,342,664
Change-4,342,664 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,042,706
Change-4,042,706 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,029,162
Change-4,029,162 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,844,716
Change-3,844,716 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 3,674,988
Change-3,674,988 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,583,713
Change-3,583,713 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 3,527,900
Change-3,527,900 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 3,492,571
Change-3,492,571 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 3,467,930
Change-3,467,930 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,387,262
Change-3,387,262 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,347,708
Change-3,347,708 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 3,333,514
Change-3,333,514 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 3,241,036
Change-3,241,036 (-100%)
Value—
Mufg Securities (Canada), Ltd.
N/A
Shares— from 3,088,830
Change-3,088,830 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,946,871
Change-2,946,871 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,605,789
Change-2,605,789 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,536,140
Change-2,536,140 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 2,300,993
Change-2,300,993 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,178,738
Change-2,178,738 (-100%)
Value—
Aviva PLC
N/A
Shares— from 2,075,706
Change-2,075,706 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 2,008,763
Change-2,008,763 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 1,895,425
Change-1,895,425 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 1,600,000
Change-1,600,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,551,827
Change-1,551,827 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,516,043
Change-1,516,043 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,491,042
Change-1,491,042 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,487,241
Change-1,487,241 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 1,455,454
Change-1,455,454 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,393,105
Change-1,393,105 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 1,384,813
Change-1,384,813 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 1,384,546
Change-1,384,546 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,228,082
Change-1,228,082 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,200,517
Change-1,200,517 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 1,175,451
Change-1,175,451 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 1,158,110
Change-1,158,110 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,146,000
Change-1,146,000 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 1,145,111
Change-1,145,111 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,125,175
Change-1,125,175 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,045,461
Change-1,045,461 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,042,981
Change-1,042,981 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,035,116
Change-1,035,116 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,009,803
Change-1,009,803 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 995,218
Change-995,218 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 982,542
Change-982,542 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 914,292
Change-914,292 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 908,200
Change-908,200 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 891,454
Change-891,454 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 882,892
Change-882,892 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 880,638
Change-880,638 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 874,019
Change-874,019 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 834,744
Change-834,744 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 798,850
Change-798,850 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 737,678
Change-737,678 (-100%)
Value—
PJT Investments Corp.
N/A
Shares— from 737,191
Change-737,191 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 729,551
Change-729,551 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 721,796
Change-721,796 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 701,697
Change-701,697 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 685,530
Change-685,530 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 681,166
Change-681,166 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 656,183
Change-656,183 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 625,295
Change-625,295 (-100%)
Value—
Scheer, Rowlett & Associates Investment Management Ltd.
N/A
Shares— from 613,996
Change-613,996 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 612,064
Change-612,064 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 605,984
Change-605,984 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 577,231
Change-577,231 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 560,693
Change-560,693 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 560,387
Change-560,387 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 554,813
Change-554,813 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 520,721
Change-520,721 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 507,626
Change-507,626 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 503,139
Change-503,139 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 500,572
Change-500,572 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 498,650
Change-498,650 (-100%)
Value—
Summitry LLC
N/A
Shares— from 493,889
Change-493,889 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 491,882
Change-491,882 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 491,465
Change-491,465 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 444,261
Change-444,261 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 436,695
Change-436,695 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 410,049
Change-410,049 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 390,485
Change-390,485 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 377,469
Change-377,469 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 359,467
Change-359,467 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 355,042
Change-355,042 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 354,885
Change-354,885 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 354,325
Change-354,325 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 349,039
Change-349,039 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 336,768
Change-336,768 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 322,329
Change-322,329 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 320,096
Change-320,096 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 305,868
Change-305,868 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 305,303
Change-305,303 (-100%)
Value—
&partners
N/A
Shares— from 299,576
Change-299,576 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 293,532
Change-293,532 (-100%)
Value—
Allianz SE
N/A
Shares— from 285,425
Change-285,425 (-100%)
Value—
State Street Corp
N/A
Shares— from 282,532
Change-282,532 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 265,525
Change-265,525 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 263,541
Change-263,541 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 262,959
Change-262,959 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 258,185
Change-258,185 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 257,696
Change-257,696 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 254,879
Change-254,879 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 252,686
Change-252,686 (-100%)
Value—
FMR LLC
N/A
Shares— from 252,417
Change-252,417 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 250,637
Change-250,637 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 250,262
Change-250,262 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 243,200
Change-243,200 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 242,646
Change-242,646 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 230,742
Change-230,742 (-100%)
Value—
Man Group plc
N/A
Shares— from 226,440
Change-226,440 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 225,738
Change-225,738 (-100%)
Value—
Partners Group Holding AG
N/A
Shares— from 225,342
Change-225,342 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 221,581
Change-221,581 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 217,796
Change-217,796 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 215,680
Change-215,680 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 215,526
Change-215,526 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 215,154
Change-215,154 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 209,733
Change-209,733 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 203,390
Change-203,390 (-100%)
Value—
Commerce Bank
N/A
Shares— from 192,802
Change-192,802 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 188,679
Change-188,679 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 187,911
Change-187,911 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 184,766
Change-184,766 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 179,866
Change-179,866 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 178,751
Change-178,751 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 171,800
Change-171,800 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 169,772
Change-169,772 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 162,843
Change-162,843 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 161,690
Change-161,690 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 161,377
Change-161,377 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 157,958
Change-157,958 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 157,751
Change-157,751 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 153,970
Change-153,970 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 149,699
Change-149,699 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 149,384
Change-149,384 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 144,819
Change-144,819 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 141,014
Change-141,014 (-100%)
Value—
PCJ Investment Counsel Ltd.
N/A
Shares— from 127,750
Change-127,750 (-100%)
Value—
Blair William & Co
N/A
Shares— from 120,341
Change-120,341 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 119,429
Change-119,429 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 118,873
Change-118,873 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 117,332
Change-117,332 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 117,292
Change-117,292 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 116,720
Change-116,720 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 116,348
Change-116,348 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 114,336
Change-114,336 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 113,286
Change-113,286 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 108,798
Change-108,798 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 108,619
Change-108,619 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 105,815
Change-105,815 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 101,682
Change-101,682 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 98,023
Change-98,023 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 97,636
Change-97,636 (-100%)
Value—
SIG North Trading, ULC
N/A
Shares— from 97,348
Change-97,348 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 95,853
Change-95,853 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 95,086
Change-95,086 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 94,857
Change-94,857 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 93,318
Change-93,318 (-100%)
Value—
NewGen Asset Management Ltd
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 88,394
Change-88,394 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 88,286
Change-88,286 (-100%)
Value—
Stephens Inc
N/A
Shares— from 83,750
Change-83,750 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 82,775
Change-82,775 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 82,209
Change-82,209 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 81,715
Change-81,715 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 79,988
Change-79,988 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 79,604
Change-79,604 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 78,373
Change-78,373 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 76,783
Change-76,783 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 76,016
Change-76,016 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 75,845
Change-75,845 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 75,450
Change-75,450 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 71,884
Change-71,884 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 71,769
Change-71,769 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 70,368
Change-70,368 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 70,141
Change-70,141 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 68,863
Change-68,863 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 68,483
Change-68,483 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 65,143
Change-65,143 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 64,140
Change-64,140 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 62,683
Change-62,683 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 62,378
Change-62,378 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 58,830
Change-58,830 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 58,700
Change-58,700 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 57,600
Change-57,600 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 56,765
Change-56,765 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 56,157
Change-56,157 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 55,911
Change-55,911 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 55,530
Change-55,530 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 55,058
Change-55,058 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 53,142
Change-53,142 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 52,493
Change-52,493 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 51,424
Change-51,424 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 50,344
Change-50,344 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 50,340
Change-50,340 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 50,178
Change-50,178 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 48,762
Change-48,762 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 48,085
Change-48,085 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 47,897
Change-47,897 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 47,513
Change-47,513 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 46,720
Change-46,720 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 46,397
Change-46,397 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 45,827
Change-45,827 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 45,120
Change-45,120 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 44,804
Change-44,804 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 44,083
Change-44,083 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 42,150
Change-42,150 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 40,819
Change-40,819 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 40,771
Change-40,771 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 40,375
Change-40,375 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 39,908
Change-39,908 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 39,902
Change-39,902 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 39,425
Change-39,425 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 39,246
Change-39,246 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 38,177
Change-38,177 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 37,596
Change-37,596 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 37,463
Change-37,463 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 37,180
Change-37,180 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 36,621
Change-36,621 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 36,402
Change-36,402 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 36,133
Change-36,133 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 35,167
Change-35,167 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 34,538
Change-34,538 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 34,385
Change-34,385 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 33,584
Change-33,584 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 33,126
Change-33,126 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 32,861
Change-32,861 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 32,452
Change-32,452 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 31,649
Change-31,649 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 31,538
Change-31,538 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 31,487
Change-31,487 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 31,465
Change-31,465 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 30,361
Change-30,361 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 30,245
Change-30,245 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 30,006
Change-30,006 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 29,425
Change-29,425 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 29,383
Change-29,383 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 28,499
Change-28,499 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 28,499
Change-28,499 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 28,284
Change-28,284 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 28,118
Change-28,118 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 26,700
Change-26,700 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 26,602
Change-26,602 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 26,134
Change-26,134 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 25,327
Change-25,327 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 25,275
Change-25,275 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 25,237
Change-25,237 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 24,865
Change-24,865 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 23,926
Change-23,926 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 23,560
Change-23,560 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 23,386
Change-23,386 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 23,306
Change-23,306 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 23,067
Change-23,067 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 22,834
Change-22,834 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 22,736
Change-22,736 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 22,603
Change-22,603 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 22,552
Change-22,552 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 22,485
Change-22,485 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 22,115
Change-22,115 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 21,575
Change-21,575 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 21,283
Change-21,283 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 20,936
Change-20,936 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,565
Change-20,565 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 20,461
Change-20,461 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 20,023
Change-20,023 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 19,937
Change-19,937 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,751
Change-19,751 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 19,654
Change-19,654 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 19,599
Change-19,599 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 19,431
Change-19,431 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 19,198
Change-19,198 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 18,883
Change-18,883 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 18,768
Change-18,768 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 18,725
Change-18,725 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 18,671
Change-18,671 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 18,283
Change-18,283 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 18,254
Change-18,254 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 18,089
Change-18,089 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 18,085
Change-18,085 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 17,867
Change-17,867 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 17,579
Change-17,579 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 17,432
Change-17,432 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 17,399
Change-17,399 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 17,371
Change-17,371 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 17,195
Change-17,195 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 16,912
Change-16,912 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 16,701
Change-16,701 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 16,377
Change-16,377 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 16,302
Change-16,302 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 16,290
Change-16,290 (-100%)
Value—
Simmons Bank
N/A
Shares— from 16,191
Change-16,191 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 16,139
Change-16,139 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 16,117
Change-16,117 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 16,112
Change-16,112 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 15,989
Change-15,989 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 15,976
Change-15,976 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 15,570
Change-15,570 (-100%)
Value—
Heronetta Management, L.P.
N/A
Shares— from 15,507
Change-15,507 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 15,406
Change-15,406 (-100%)
Value—
Murchinson Ltd.
N/A
Shares— from 15,141
Change-15,141 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 14,992
Change-14,992 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 14,888
Change-14,888 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 14,768
Change-14,768 (-100%)
Value—
Rogco, LP
N/A
Shares— from 14,735
Change-14,735 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,559
Change-14,559 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 14,535
Change-14,535 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 14,315
Change-14,315 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,288
Change-14,288 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 13,979
Change-13,979 (-100%)
Value—
Prudential PLC
N/A
Shares— from 13,937
Change-13,937 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 13,805
Change-13,805 (-100%)
Value—
Park Circle Co
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 13,260
Change-13,260 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 13,258
Change-13,258 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 13,211
Change-13,211 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 13,029
Change-13,029 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 12,796
Change-12,796 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 12,713
Change-12,713 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 12,628
Change-12,628 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 12,496
Change-12,496 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 12,257
Change-12,257 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 12,246
Change-12,246 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 12,023
Change-12,023 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 11,865
Change-11,865 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 11,843
Change-11,843 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,359
Change-11,359 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 11,324
Change-11,324 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 11,191
Change-11,191 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 11,186
Change-11,186 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,651
Change-10,651 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 10,385
Change-10,385 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 10,361
Change-10,361 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,196
Change-10,196 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 10,179
Change-10,179 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 10,151
Change-10,151 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 10,091
Change-10,091 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 9,973
Change-9,973 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 9,930
Change-9,930 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 9,807
Change-9,807 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 9,406
Change-9,406 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,298
Change-9,298 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 9,280
Change-9,280 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 9,241
Change-9,241 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 9,122
Change-9,122 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 9,061
Change-9,061 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 9,048
Change-9,048 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 8,964
Change-8,964 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 8,932
Change-8,932 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 8,904
Change-8,904 (-100%)
Value—
Amplify Investments, LLC
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 8,846
Change-8,846 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 8,802
Change-8,802 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 8,646
Change-8,646 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 8,326
Change-8,326 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 8,311
Change-8,311 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 8,127
Change-8,127 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 8,093
Change-8,093 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,089
Change-8,089 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 8,071
Change-8,071 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 8,056
Change-8,056 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 8,006
Change-8,006 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 7,945
Change-7,945 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 7,929
Change-7,929 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 7,924
Change-7,924 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 7,919
Change-7,919 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,719
Change-7,719 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,705
Change-7,705 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,669
Change-7,669 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 7,529
Change-7,529 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 7,420
Change-7,420 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 7,301
Change-7,301 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 7,288
Change-7,288 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 7,213
Change-7,213 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 7,197
Change-7,197 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 7,154
Change-7,154 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 7,030
Change-7,030 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 6,998
Change-6,998 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 6,976
Change-6,976 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 6,870
Change-6,870 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 6,698
Change-6,698 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,486
Change-6,486 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,477
Change-6,477 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 6,466
Change-6,466 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 6,389
Change-6,389 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 6,333
Change-6,333 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 6,277
Change-6,277 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 6,253
Change-6,253 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 6,218
Change-6,218 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 6,152
Change-6,152 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 6,141
Change-6,141 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 5,851
Change-5,851 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,681
Change-5,681 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 5,448
Change-5,448 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 5,399
Change-5,399 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,986
Change-4,986 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,939
Change-4,939 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,923
Change-4,923 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 4,834
Change-4,834 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 4,783
Change-4,783 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 4,777
Change-4,777 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,768
Change-4,768 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,617
Change-4,617 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Avenir Corp
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,885
Change-3,885 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 3,812
Change-3,812 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,772
Change-3,772 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 3,744
Change-3,744 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,965
Change-2,965 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 931
Change-931 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 915
Change-915 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 879
Change-879 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 784
Change-784 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 770
Change-770 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 691
Change-691 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 639
Change-639 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 550
Change-550 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 384
Change-384 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 363
Change-363 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 349
Change-349 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 325
Change-325 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 165
Change-165 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 137
Change-137 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 100
Change-100 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
EFG International AG
N/A
Shares— from 64
Change-64 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 45
Change-45 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Quarry LP
N/A
Shares— from 4
Change-4 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Bank of Montreal
DECREASED58,946,02361,486,532-2,540,509-4%$3.3B$2.7B-$590.9M2026-11-09
Deutsche Bank Ag\
INCREASED34,468,64834,135,814+332,834+1%$1.9B$1.6B-$248.1M2026-11-06
Geode Capital Management, LLC
INCREASED28,198,41825,099,241+3,099,177+12%$1.4B$1.3B-$51.0M2026-11-06
MacKenzie Financial Corp
INCREASED21,227,28221,151,328+75,954+0%$1.6B$986.4M-$640.3M2026-11-02
TD Waterhouse Canada Inc.
INCREASED16,456,66416,189,798+266,866+2%$864.0M$760.6M-$103.4M2026-10-16
CIBC Asset Management Inc
INCREASED16,353,32514,080,398+2,272,927+16%$764.0M$762.7M-$1.3M2026-11-05
Amundi
INCREASED12,214,18111,948,497+265,684+2%$647.7M$567.8M-$79.9M2026-11-06
Bank of New York Mellon Corp
INCREASED9,384,2527,611,637+1,772,615+23%$412.6M$436.3M+$23.6M2026-11-05
AGF Management LTD
INCREASED4,079,9253,232,501+847,424+26%$193.2M$205.1M+$11.9M2026-11-03
LPL Financial LLC
INCREASED3,789,9123,662,839+127,073+3%$198.6M$176.2M-$22.4M2026-11-06
Dimensional Fund Advisors LP
INCREASED3,574,6873,415,298+159,389+5%$185.2M$166.2M-$19.0M2026-11-04
Picton Mahoney Asset Management
INCREASED3,473,8633,371,682+102,181+3%$182.4M$161.3M-$21.1M2026-11-09
Antipodes Partners Ltd
INCREASED2,470,6851,878,276+592,409+32%$101.8M$115.1M+$13.3M2026-11-05
Maryland State Retirement & Pension System
DECREASED2,416,5682,608,729-192,161-7%$141.3M$112.3M-$29.0M2026-11-05
M&G Plc
INCREASED2,215,2961,937,470+277,826+14%$103.9M$118.5M+$14.6M2026-11-04
Barclays PLC
INCREASED2,119,4611,397,471+721,990+52%$75.8M$98.5M+$22.8M2026-11-06
Pictet Asset Management Holding SA
INCREASED2,070,8661,000,995+1,069,871+107%$54.3M$96.5M+$42.2M2026-11-03
Davenport & Co LLC
DECREASED1,908,3211,918,470-10,149-1%$104.6M$88.9M-$15.6M2026-10-14
Vontobel Holding Ltd.
DECREASED1,863,0004,797,300-2,934,300-61%$259.9M$86.6M-$173.3M2026-10-16
Neos Investment Management LLC
INCREASED1,829,8941,177,198+652,696+55%$63.8M$85.3M+$21.4M2026-11-04
Russell Investments Group, Ltd.
DECREASED1,774,6301,980,212-205,582-10%$107.5M$82.6M-$24.9M2026-11-06
Cincinnati Insurance Co
UNCHANGED1,647,0251,647,02500%$89.3M$76.6M-$12.7M2026-11-03
Addenda Capital Inc.
INCREASED1,627,7761,559,468+68,308+4%$119.9M$107.7M-$12.3M2026-10-13
Duff & Phelps Investment Management Co
INCREASED1,454,3431,316,326+138,017+10%$71.4M$67.6M-$3.7M2026-11-06
Exchange Traded Concepts, LLC
INCREASED1,345,6881,143,910+201,778+18%$62.0M$62.6M+$549.7K2026-10-28
Nykredit A/S
INCREASED1,239,361954,686+284,675+30%$51.8M$57.7M+$6.0M2026-11-06
Miller Howard Investments Inc
INCREASED1,212,8071,166,580+46,227+4%$63.2M$56.4M-$6.9M2026-10-26
Alberta Investment Management Corp
INCREASED1,158,6541,055,134+103,520+10%$57.2M$53.9M-$3.3M2026-11-09
Assetmark, Inc
INCREASED971,982919,996+51,986+6%$49.9M$45.2M-$4.7M2026-10-21
Truist Financial Corp
DECREASED809,938810,693-7550%$43.9M$37.7M-$6.3M2026-10-30
Intact Investment Management Inc.
DECREASED717,563737,763-20,200-3%$40.0M$33.4M-$6.6M2026-11-03
QV Investors Inc.
DECREASED692,419696,095-3,676-1%$37.7M$32.3M-$5.5M2026-10-20
Commonwealth Equity Services, LLC
DECREASED692,181721,415-29,234-4%$39.1M$32.2M-$6.9M2026-11-02
DekaBank Deutsche Girozentrale
INCREASED654,034434,873+219,161+50%$23.6M$30.5M+$6.9M2026-10-27
Guardian Partners Inc.
DECREASED653,629666,941-13,312-2%$36.2M$30.5M-$5.7M2026-10-21
Midwest Trust Co
DECREASED634,933639,579-4,646-1%$34.7M$29.5M-$5.2M2026-10-22
Florida Trust Wealth Management Co
DECREASED627,632637,359-9,727-2%$34.6M$29.2M-$5.4M2026-11-05
Cushing Asset Management, LP dba NXG Investment Management
DECREASED621,500956,500-335,000-35%$51.9M$28.9M-$23.0M2026-10-26
Oppenheimer Asset Management Inc.
INCREASED608,311597,754+10,557+2%$32.4M$28.3M-$4.1M2026-10-27
Verity & Verity, LLC
INCREASED591,903575,157+16,746+3%$31.2M$27.5M-$3.7M2026-10-23
Citigroup Inc
DECREASED550,416737,999-187,583-25%$40.0M$25.6M-$14.4M2026-11-04
Border to Coast Pensions Partnership Ltd
DECREASED515,000625,000-110,000-18%$33.9M$24.0M-$9.9M2026-10-09
Lansforsakringar Fondforvaltning AB (publ)
INCREASED501,100483,545+17,555+4%$26.2M$23.3M-$2.9M2026-11-09
Hennessy Advisors Inc
INCREASED491,665454,565+37,100+8%$24.6M$22.9M-$1.8M2026-10-28
Fiera Capital Corp
DECREASED488,911517,594-28,683-6%$28.0M$22.8M-$5.3M2026-11-06
Kepler Cheuvreux (Suisse) SA
DECREASED469,197523,127-53,930-10%$40.3M$31.1M-$9.2M2026-10-20
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED443,664443,66400%$24.1M$20.6M-$3.4M2026-11-03
Creative Planning
INCREASED430,349425,293+5,056+1%$23.1M$20.0M-$3.0M2026-11-02
Swiss Life Asset Management Ltd
INCREASED423,412413,968+9,444+2%$22.4M$19.7M-$2.7M2026-11-03
Sound Income Strategies, LLC
INCREASED408,721398,193+10,528+3%$21.6M$19.0M-$2.6M2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED396,560369,582+26,978+7%$20.0M$18.4M-$1.6M2026-11-02
Oppenheimer & Co Inc
INCREASED385,768344,571+41,197+12%$18.7M$17.9M-$744.8K2026-10-26
US Bancorp \de\
DECREASED354,528360,663-6,135-2%$19.6M$16.5M-$3.1M2026-11-05
Tectonic Advisors LLC
INCREASED354,389330,075+24,314+7%$17.9M$16.5M-$1.4M2026-10-22
Foster Victor Wealth Advisors, LLC
INCREASED339,168314,760+24,408+8%$17.6M$16.0M-$1.6M2026-10-21
PNC Financial Services Group, Inc.
INCREASED339,035336,889+2,146+1%$18.3M$15.8M-$2.5M2026-11-06
Cardinal Point Capital Management ULC
INCREASED334,206321,142+13,064+4%$17.4M$15.6M-$1.8M2026-10-21
Kestra Advisory Services, LLC
INCREASED330,925302,014+28,911+10%$16.4M$15.4M-$987.5K2026-11-02
Natixis
DECREASED327,879341,005-13,126-4%$18.5M$15.2M-$3.2M2026-11-06
Cincinnati Casualty Co
UNCHANGED309,418309,41800%$16.8M$14.4M-$2.4M2026-11-03
Farmers & Merchants Investments Inc
INCREASED296,817292,885+3,932+1%$15.9M$13.8M-$2.1M2026-10-22
Catalyst Capital Advisors LLC
UNCHANGED292,653292,65300%$15.9M$13.6M-$2.3M2026-11-02
HUB Investment Partners, LLC
INCREASED288,482259,698+28,784+11%$14.1M$13.4M-$666.7K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED288,441284,342+4,099+1%$15.5M$13.4M-$2.1M2026-10-13
Dupree Financial Group, LLC
INCREASED263,037256,946+6,091+2%$13.9M$12.2M-$1.7M2026-10-09
Covea Finance
INCREASED258,640243,700+14,940+6%$13.2M$12.1M-$1.1M2026-10-21
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED253,240322,183-68,943-21%$17.5M$11.8M-$5.7M2026-10-19
Franklin Street Advisors Inc
INCREASED249,293248,392+901+0%$13.5M$11.6M-$1.9M2026-10-13
Thrivent Financial for Lutherans
INCREASED248,055234,435+13,620+6%$12.7M$11.5M-$1.2M2026-11-05
Schaper Benz & Wise Investment Counsel Inc
INCREASED242,457239,212+3,245+1%$13.0M$11.3M-$1.7M2026-10-09
Jacobs & Co
DECREASED237,653246,172-8,519-3%$13.3K$11.0M+$11.0M2026-10-09
Cardinal Capital Management, Inc.
DECREASED219,173419,175-200,002-48%$22.7M$10.2M-$12.5M2026-10-16
Soltis Investment Advisors LLC
INCREASED210,503199,679+10,824+5%$10.8M$9.8M-$1.0M2026-10-28
Advocate Group LLC
DECREASED210,152227,160-17,008-7%$12.3M$9.8M-$2.5M2026-10-19
Columbus Macro, LLC
DECREASED206,609360,111-153,502-43%$19.5M$9.6M-$9.9M2026-10-14
ProShare Advisors LLC
DECREASED200,614227,109-26,495-12%$12.3M$9.3M-$3.0M2026-10-29
Stackstone Wealth, LLC
NEW193,931—+193,931——$9.0M—2026-10-19
Mesirow Financial Investment Management, Inc.
INCREASED193,711193,619+92+0%$10.5M$9.0M-$1.5M2026-11-05
ASR Vermogensbeheer N.V.
INCREASED192,58291,108+101,474+111%$4.9M$9.0M+$4.0M2026-10-16
Trust Co of Vermont
INCREASED186,811186,372+439+0%$10.1M$8.7M-$1.4M2026-10-21
D.A. Davidson & Co.
INCREASED186,020182,926+3,094+2%$9.9M$8.6M-$1.3M2026-10-28
Cincinnati Financial Corp
UNCHANGED185,828185,82800%$10.1M$8.6M-$1.4M2026-11-03
S.E.E.D. Planning Group LLC
DECREASED185,386188,563-3,177-2%$10.2M$8.6M-$1.6M2026-10-07
Viewpoint Investment Partners Corp
INCREASED184,700164,564+20,136+12%$8.7M$8.5M-$289.7K2026-10-26
Lido Advisors, LLC
DECREASED180,345180,411-660%$9.8M$8.4M-$1.4M2026-11-04
Americana Partners, LLC
DECREASED179,385179,464-790%$9.7M$8.3M-$1.4M2026-10-28
TrueMark Investments, LLC
INCREASED178,511157,958+20,553+13%$8.6M$8.3M-$263.9K2026-11-05
Guinness Asset Management LTD
DECREASED172,099172,617-5180%$9.4M$8.0M-$1.4M2026-11-05
Private Advisory Group LLC
INCREASED170,597114,683+55,914+49%$6.2M$7.9M+$1.7M2026-11-06
ProVise Management Group, LLC
DECREASED169,290173,822-4,532-3%$9.4M$7.9M-$1.6M2026-11-06
Gulf International Bank (UK) Ltd
UNCHANGED165,209165,20900%$9.0M$7.7M-$1.3M2026-10-20
Globalt Investments LLC / GA
DECREASED162,525167,510-4,985-3%$9.1M$7.6M-$1.5M2026-10-27
Salem Investment Counselors Inc
INCREASED160,824160,004+820+1%$8.7M$7.5M-$1.2M2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED158,690161,787-3,097-2%$8.8M$7.4M-$1.4M2026-10-13
Goelzer Investment Management, Inc.
DECREASED158,010161,878-3,868-2%$8.8M$7.3M-$1.4M2026-10-16
Gilman Hill Asset Management, LLC
INCREASED155,135152,356+2,779+2%$8.3M$7.2M-$1.0M2026-10-13
Advisors Management Group Inc
DECREASED148,856150,549-1,693-1%$8.2M$6.9M-$1.2M2026-11-05
Madden Securities Corp
INCREASED145,267145,231+36+0%$7.9M$6.8M-$1.1M2026-10-27
Savant Capital, LLC
INCREASED142,95482,751+60,203+73%$4.4M$6.6M+$2.2M2026-11-06
M. Kraus & Co
INCREASED142,592142,263+329+0%$7.7M$6.6M-$1.1M2026-10-20
Bessemer Group Inc
INCREASED137,057124,132+12,925+10%$6.7M$6.4M-$344.0K2026-11-09
Evergreen Capital Management LLC
INCREASED132,393128,627+3,766+3%$7.0M$6.2M-$817.9K2026-10-23
Apollon Wealth Management, LLC
INCREASED130,285123,660+6,625+5%$6.7M$6.1M-$646.3K2026-10-23
Argent Trust Co
DECREASED127,259164,019-36,760-22%$8.9M$5.9M-$3.0M2026-11-09
Telos Capital Management, Inc.
INCREASED125,524124,447+1,077+1%$6.7M$5.8M-$910.7K2026-11-02
Pathway Financial Advisers, LLC
INCREASED125,409124,120+1,289+1%$6.7M$5.8M-$898.3K2026-10-27
111 Capital
INCREASED122,57447,245+75,329+159%$2.6M$5.7M+$3.1M2026-11-03
Moors & Cabot, Inc.
DECREASED119,893122,726-2,833-2%$6.7M$5.6M-$1.1M2026-11-06
Premier Fund Managers Ltd
DECREASED119,868373,668-253,800-68%$20.6K$5.6M+$5.6M2026-11-02
Spirit of America Management Corp
UNCHANGED119,777119,77700%$6.5M$5.6M-$924.7K2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED119,394121,545-2,151-2%$6.6M$5.6M-$1.0M2026-10-05
TD Private Client Wealth LLC
INCREASED118,734111,196+7,538+7%$6.0M$5.5M-$495.8K2026-10-28
Fifth Third Bancorp
DECREASED117,030128,561-11,531-9%$7.0M$5.4M-$1.5M2026-11-05
Zions Bancorporation, National Association
DECREASED116,854167,339-50,485-30%$9.1M$5.4M-$3.6M2026-11-06
Adell Harriman & Carpenter Inc
DECREASED115,889116,464-5750%$6.3M$5.4M-$925.8K2026-11-02
CWA Asset Management Group, LLC
INCREASED115,750100,422+15,328+15%$5.4M$5.4M-$62.6K2026-10-19
Principal Financial Group Inc
DECREASED114,972260,966-145,994-56%$14.1M$5.4M-$8.8M2026-11-02
BCV Asset Management Inc.
INCREASED112,899109,615+3,284+3%$6.1M$5.3M-$791.5K2026-11-06
Candriam S.C.A.
INCREASED111,253108,003+3,250+3%$5.8M$5.2M-$646.6K2026-11-03
Vise Technologies, Inc.
DECREASED107,794117,275-9,481-8%$6.4M$5.0M-$1.3M2026-10-29
Atria Investments, Inc
INCREASED104,344103,109+1,235+1%$5.6M$4.9M-$738.6K2026-10-15
Intech Investment Management LLC
DECREASED101,929109,701-7,772-7%$5.9M$4.7M-$1.2M2026-11-09
Farther Finance Advisors, LLC
INCREASED100,00786,972+13,035+15%$4.7M$4.6M-$65.4K2026-10-08
First Bank & Trust
INCREASED99,62197,299+2,322+2%$5.3M$4.6M-$643.2K2026-10-19
Alpha Omega Wealth Management LLC
DECREASED99,128102,889-3,761-4%$5.6M$4.6M-$969.2K2026-10-23
Bahl & Gaynor LLC
DECREASED96,76397,647-884-1%$5.3M$4.5M-$794.9K2026-11-05
Old North State Wealth Management, LLC
INCREASED92,59391,685+908+1%$5.0M$4.3M-$666.1K2026-10-22
Pacifica Partners Inc.
INCREASED90,96873,687+17,281+23%$4.0M$4.2M+$220.3K2026-10-09
Bourne Lent Asset Management Inc
DECREASED86,61986,650-310%$4.7M$4.0M-$670.4K2026-11-05
Towne Trust Company, N.a
DECREASED85,87690,361-4,485-5%$4.9M$4.0M-$906.1K2026-10-28
Allworth Financial LP
INCREASED85,40279,668+5,734+7%$4.3M$4.6M+$310.8K2026-11-06
Brookstone Capital Management
INCREASED84,51180,508+4,003+5%$4.4M$3.9M-$435.4K2026-10-22
Greystone Financial Group, LLC
NEW83,732—+83,732——$3.9M—2026-10-26
Stokes Capital Advisors, LLC
INCREASED83,12180,736+2,385+3%$4.4M$3.9M-$512.4K2026-10-09
Assenagon Asset Management S.A.
INCREASED82,97080,753+2,217+3%$4.4M$3.9M-$511.8K2026-10-15
Shrier Wealth Management, LLC
DECREASED82,87083,995-1,125-1%$4.6M$3.9M-$700.7K2026-10-20
Gold Investment Management Ltd.
INCREASED82,57378,353+4,220+5%$4.2M$3.8M-$409.1K2026-10-19
Romano Brothers and Company
INCREASED82,29578,215+4,080+5%$4.2M$3.8M-$414.1K2026-10-22
Royal Palms Capital LLC
DECREASED81,95885,014-3,056-4%$4.6M$3.8M-$798.4K2026-10-23
Pinnacle Associates LTD
DECREASED81,56982,128-559-1%$4.5M$3.8M-$660.0K2026-10-20
IFG Advisory, LLC
INCREASED81,07175,362+5,709+8%$4.1M$3.8M-$316.4K2026-11-09
Argyle Capital Management, LLC
INCREASED77,77776,093+1,684+2%$4.1M$3.6M-$509.1K2026-10-28
UniSuper Management Pty Ltd
INCREASED77,28558,885+18,400+31%$4.5M$5.1M+$583.6K2026-10-26
Canal Insurance Co
UNCHANGED76,72076,72000%$4.2M$3.6M-$592.0K2026-10-20
Kentucky Trust Co
DECREASED75,33075,533-2030%$4.1M$3.5M-$592.6K2026-10-15
Griffin Asset Management, Inc.
DECREASED73,90477,869-3,965-5%$4.2M$3.4M-$785.5K2026-10-22
Foresight Capital Management Advisors, Inc.
INCREASED72,77571,367+1,408+2%$3.9M$3.4M-$485.5K2026-10-27
Concurrent Investment Advisors, LLC
DECREASED72,38975,270-2,881-4%$4.1M$3.4M-$715.0K2026-10-16
AlTi Global, Inc.
DECREASED72,02772,218-1910%$3.9M$3.3M-$566.4K2026-11-09
TrinityBridge Ltd
INCREASED71,67057,970+13,700+24%$3.1M$3.3M+$189.0K2026-10-30
Level Four Advisory Services, LLC
INCREASED70,93368,524+2,409+4%$3.7M$3.3M-$417.0K2026-11-06
Sky Investment Group LLC
NEW70,230—+70,230——$3.3M—2026-10-30
Ritholtz Wealth Management
DECREASED70,10870,741-633-1%$3.8M$3.3M-$575.5K2026-11-05
Fractal Investments LLC
UNCHANGED67,50067,50000%$3.7M$3.1M-$521.1K2026-10-28
Lynx Capital Group LTD
INCREASED66,43766,379+58+0%$3.6M$3.1M-$509.8K2026-11-04
Burkett Asset Management Ltd
NEW65,838—+65,838——$3.1M—2026-10-13
Chicago Partners Investment Group LLC
DECREASED64,37964,835-456-1%$3.7M$3.1M-$556.8K2026-10-27
Capital Investment Advisory Services, LLC
INCREASED64,29563,779+516+1%$3.5M$3.0M-$466.5K2026-10-30
MH & Associates Securities Management Corp
INCREASED64,10163,926+175+0%$3.5M$3.0M-$485.4K2026-10-30
Fulton Bank, N.A.
DECREASED61,68962,938-1,249-2%$3.4M$2.9M-$543.9K2026-10-14
Marks Group Wealth Management, Inc
DECREASED61,24163,786-2,545-4%$3.5M$2.8M-$610.7K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED60,41959,098+1,321+2%$3.2M$2.8M-$394.8K2026-11-06
Diversify Advisory Services, LLC
DECREASED59,96860,387-419-1%$3.3M$2.8M-$534.1K2026-10-20
Diversify Wealth Management, LLC
DECREASED59,96860,387-419-1%$3.3M$2.8M-$534.1K2026-10-20
Beutel, Goodman & Co Ltd.
DECREASED59,86660,266-400-1%$3.3M$2.8M-$477.0K2026-11-04
Regions Financial Corp
INCREASED58,53758,040+497+1%$3.1M$2.7M-$425.0K2026-11-05
CGN Advisors LLC
INCREASED58,29456,666+1,628+3%$3.1M$2.7M-$361.8K2026-10-21
Ted Buchan & Co
DECREASED56,36658,280-1,914-3%$3.2M$2.6M-$533.2K2026-10-23
Raleigh Capital Management Inc.
INCREASED56,26554,988+1,277+2%$3.0M$2.6M-$365.1K2026-10-28
Radnor Capital Management, LLC
DECREASED55,75556,205-450-1%$3.0M$2.6M-$454.8K2026-10-23
Intrua Financial, LLC
INCREASED55,61555,263+352+1%$3.0M$2.6M-$410.3K2026-10-28
Graham Capital Wealth Management, LLC
DECREASED55,38055,998-618-1%$3.0M$2.6M-$461.0K2026-10-26
Harbour Trust & Investment Management Co
DECREASED54,82957,753-2,924-5%$3.1M$2.5M-$581.8K2026-10-28
CenterBook Partners LP
NEW54,791—+54,791——$2.5M—2026-11-02
Old Port Advisors
INCREASED54,54554,131+414+1%$2.9M$2.5M-$398.6K2026-10-23
Turtle Creek Wealth Advisors, LLC
INCREASED54,27149,444+4,827+10%$2.7M$2.5M-$157.3K2026-10-15
Clear Trail Advisors, LLC
INCREASED53,97753,865+112+0%$2.9M$2.5M-$410.7K2026-10-20
Donaldson Capital Management, LLC
INCREASED53,59849,560+4,038+8%$2.7M$2.5M-$194.9K2026-11-09
Ethic Inc.
INCREASED53,47650,700+2,776+5%$2.7M$2.5M-$262.4K2026-11-03
Signaturefd, LLC
DECREASED53,30754,997-1,690-3%$3.0M$2.5M-$503.1K2026-10-23
Laurel Wealth Advisors LLC
DECREASED53,26456,313-3,049-5%$3.1M$2.5M-$576.5K2026-10-27
J.W. Cole Advisors, Inc.
DECREASED52,91953,178-2590%$2.9M$2.5M-$422.5K2026-11-05
Alps Advisors Inc
INCREASED52,85449,248+3,606+7%$2.7M$2.5M-$212.6K2026-11-03
Cullen Investment Group, Ltd.
INCREASED52,44251,314+1,128+2%$2.8M$2.5M-$319.6K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED52,29250,390+1,902+4%$2.7M$2.4M-$300.5K2026-10-14
Triasima Portfolio Management inc.
DECREASED50,561177,163-126,602-71%$9.6M$2.4M-$7.2M2026-10-15
Home Federal Bank of Tennessee
DECREASED50,49650,497-10%$2.7M$2.3M-$389.9K2026-10-15
Monashee Investment Management LLC
NEW50,000—+50,000——$2.3M—2026-11-06
Capital Investment Advisors, LLC
DECREASED49,74750,606-859-2%$2.7M$2.3M-$430.6K2026-10-22
Fideuram Asset Management (Ireland) dac
DECREASED49,60883,328-33,720-40%$6.3M$3.7M-$2.6M2026-10-29
Hartline Investment Corp/
INCREASED49,38042,390+6,990+16%$2.3M$2.3M-$2.3K2026-10-29
Cidel Asset Management Inc
DECREASED49,35250,063-711-1%$2.7M$2.3M-$414.5K2026-10-29
Cincinnati Indemnity Co
UNCHANGED49,20049,20000%$2.7M$2.3M-$379.8K2026-11-03
McAlvany Wealth Management LLC
INCREASED48,82630,445+18,381+60%$1.7M$2.3M+$619.5K2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED48,70610,476+38,230+365%$567.9K$2.3M+$1.7M2026-10-08
Compound Planning, Inc.
DECREASED47,20869,171-21,963-32%$3.7M$2.2M-$1.6M2026-11-09
Triangle Securities Wealth Management
DECREASED46,65048,270-1,620-3%$2.6M$2.2M-$448.0K2026-10-14
Jamison Private Wealth Management, Inc.
INCREASED46,50144,665+1,836+4%$2.4M$2.2M-$259.5K2026-10-14
Adams Asset Advisors, LLC
UNCHANGED46,44546,44500%$2.5M$2.2M-$358.6K2026-10-08
Meixler Investment Management, Ltd.
INCREASED46,33427,098+19,236+71%$1.5M$2.2M+$685.1K2026-11-03
Value Partners Investments Inc.
DECREASED45,48145,668-1870%$2.5M$2.1M-$351.2K2026-10-19
TSP Capital Management Group, LLC
UNCHANGED44,25144,25100%$2.4M$2.1M-$341.6K2026-10-15
Verdence Capital Advisors LLC
INCREASED43,89143,373+518+1%$2.4M$2.0M-$310.8K2026-10-26
Sigma Planning Corp
DECREASED43,40144,747-1,346-3%$2.4M$2.0M-$408.0K2026-10-23
Glenview Trust Co
DECREASED43,00843,045-370%$2.3M$2.0M-$334.0K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED42,78243,494-712-2%$2.4M$2.0M-$368.9K2026-10-13
AlphaCore Capital LLC
INCREASED42,66040,155+2,505+6%$2.2M$2.0M-$193.1K2026-11-04
Woodstock Corp
DECREASED42,30642,906-600-1%$2.3M$2.0M-$359.1K2026-10-13
A. D. Beadell Investment Counsel, Inc.
UNCHANGED42,22442,22400%$2.3K$2.0M+$2.0M2026-10-14
O'Keefe Stevens Advisory, Inc.
INCREASED41,97537,048+4,927+13%$2.0M$2.0M-$56.9K2026-10-09
Central Trust Co
DECREASED41,82743,977-2,150-5%$2.4M$1.9M-$439.5K2026-11-05
First Horizon Corp
DECREASED40,89741,104-2070%$2.2M$1.9M-$326.9K2026-10-26
Independent Solutions Wealth Management, LLC
INCREASED40,88038,852+2,028+5%$2.1M$1.9M-$205.7K2026-10-28
Fourpath Capital Management, LLC
DECREASED40,13140,581-450-1%$2.2M$1.9M-$334.2K2026-10-19
MGO One Seven LLC
DECREASED39,81749,760-9,943-20%$2.7M$1.9M-$846.4K2026-10-28
Merit Financial Group, LLC
INCREASED39,33638,813+523+1%$2.1M$1.8M-$275.3K2026-11-06
HBW Advisory Services LLC
DECREASED39,30451,199-11,895-23%$2.8M$1.8M-$948.2K2026-10-15
Cigna Investments Inc
UNCHANGED39,30039,30000%$2.1M$1.8M-$300.0K2026-10-19
Crossmark Global Holdings, Inc.
DECREASED39,12044,863-5,743-13%$2.4M$1.8M-$613.3K2026-10-21
Wedbush Securities Inc
INCREASED39,08236,923+2,159+6%$2.0M$1.8M-$185.0K2026-10-22
Jacobi Capital Management LLC
INCREASED39,05538,939+116+0%$2.1M$1.8M-$295.3K2026-11-05
Boomfish Wealth Group, LLC
INCREASED38,84838,207+641+2%$2.1M$1.8M-$265.2K2026-10-22
Revisor Wealth Management LLC
DECREASED38,67639,107-431-1%$2.1M$1.8M-$290.9K2026-10-20
Hartford Financial Management Inc.
INCREASED38,43138,366+65+0%$2.1M$1.8M-$293.2K2026-10-21
SBI Securities Co., Ltd.
INCREASED38,37134,897+3,474+10%$1.9M$1.8M-$107.9K2026-10-22
CMH Wealth Management LLC
DECREASED38,07556,425-18,350-33%$3.1M$1.8M-$1.3M2026-10-22
HB Wealth Management, LLC
INCREASED37,40829,571+7,837+27%$1.6M$1.7M+$138.3K2026-10-23
Nikulski Financial, Inc.
INCREASED37,34336,510+833+2%$2.0M$1.7M-$243.1K2026-11-06
Everett Harris & Co
INCREASED36,80636,123+683+2%$2.0M$1.7M-$247.1K2026-10-28
Mechanics Bank Trust Department
DECREASED34,99139,909-4,918-12%$2.2M$1.6M-$536.7K2026-10-13
Portside Wealth Group, LLC
INCREASED34,76934,110+659+2%$1.8M$1.6M-$232.7K2026-10-20
Park Avenue Securities LLC
DECREASED34,49437,166-2,672-7%$2.0M$1.6M-$408.0K2026-10-26
Geneos Wealth Management Inc.
DECREASED34,33537,580-3,245-9%$2.0M$1.6M-$440.9K2026-11-09
Agate Pass Investment Management, LLC
DECREASED34,02334,657-634-2%$1.9M$1.6M-$297.0K2026-10-20
Bank & Trust Co
INCREASED33,64333,276+367+1%$1.8M$1.6M-$239.8K2026-10-07
Markowski Investments
INCREASED33,18529,798+3,387+11%$1.6M$1.5M-$72.5K2026-10-30
Weaver Capital Management LLC
DECREASED33,09737,616-4,519-12%$2.0M$1.5M-$497.9K2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED33,06239,881-6,819-17%$2.2M$1.5M-$624.9K2026-10-20
Norden Group LLC
DECREASED33,00233,129-1270%$1.8M$1.5M-$261.6K2026-10-20
Applied Capital LLC
INCREASED32,88532,684+201+1%$1.8M$1.5M-$243.0K2026-10-07
Choreo, LLC
INCREASED32,80930,804+2,005+7%$1.7M$1.5M-$144.7K2026-10-28
Great Lakes Retirement, Inc.
INCREASED32,48430,265+2,219+7%$1.6M$1.5M-$130.5K2026-10-26
Prospera Financial Services Inc
DECREASED32,17342,550-10,377-24%$2.3M$1.6M-$715.6K2026-11-04
Diversified Trust Co
DECREASED32,08832,349-261-1%$1.8M$1.5M-$261.9K2026-11-06
Corps Capital Advisors, LLC
UNCHANGED31,54031,54000%$1.7M$1.5M-$243.5K2026-11-05
apricus wealth, LLC
INCREASED31,23528,945+2,290+8%$1.6M$1.5M-$117.0K2026-10-26
Harbour Investments, Inc.
DECREASED30,86867,169-36,301-54%$3.6M$1.4M-$2.2M2026-11-09
Stableford Capital II LLC
DECREASED30,68230,724-420%$1.7M$1.4M-$239.1K2026-10-09
M Holdings Securities, Inc.
DECREASED30,66531,728-1,063-3%$1.8K$1.5K-$2752026-11-03
Loudon Investment Management, LLC
UNCHANGED30,22130,22100%$1.6M$1.4M-$233.3K2026-11-06
Axxcess Wealth Management, LLC
DECREASED29,92631,351-1,425-5%$1.7M$1.4M-$308.3K2026-10-21
Peoples Bank
DECREASED28,89528,945-500%$1.6M$1.3M-$225.8K2026-10-09
Peoples Financial Services Corp.
DECREASED28,76729,004-237-1%$1.6M$1.3M-$234.6K2026-10-20
Abundance Wealth Counselors
INCREASED28,67828,450+228+1%$1.5M$1.3M-$209.1K2026-10-26
Cornerstone Wealth Management, LLC
DECREASED28,14031,543-3,403-11%$1.7M$1.3M-$401.7K2026-11-04
GAM Holding AG
DECREASED27,90029,300-1,400-5%$1.6M$1.3M-$288.4K2026-11-03
Marino, Stram & Associates LLC
INCREASED27,79124,794+2,997+12%$1.3M$1.3M-$52.1K2026-10-22
Brian LOW Financial Group, LLC
INCREASED27,64926,491+1,158+4%$1.4M$1.3M-$150.7K2026-10-28
Patten Group, Inc.
DECREASED27,47428,093-619-2%$1.5M$1.3M-$244.6K2026-10-26
Focus Financial Network, Inc.
INCREASED27,20626,900+306+1%$1.5M$1.3M-$193.4K2026-10-14
Carnegie Lake Advisors LLC
DECREASED27,15127,301-150-1%$1.5M$1.3M-$217.7K2026-11-06
HF Advisory Group, LLC
DECREASED27,10927,413-304-1%$1.5M$1.3M-$225.7K2026-10-09
SL Advisors, LLC
DECREASED26,91827,898-980-4%$1.5M$1.3M-$245.2K2026-10-13
Wolverine Asset Management LLC
UNCHANGED26,85426,85400%$1.5M$1.2M-$207.3K2026-11-02
CFM Wealth Partners LLC
UNCHANGED26,26426,26400%$1.4M$1.2M-$202.8K2026-11-05
Keybank National Association
DECREASED26,16940,575-14,406-35%$2.2M$1.2M-$983.0K2026-11-04
Meyer Handelman Co
DECREASED26,12028,701-2,581-9%$1.6M$1.2M-$340.6K2026-10-28
Fulcrum Asset Management LLP
INCREASED25,92725,174+753+3%$1.4M$1.2M-$185.4K2026-11-04
Genus Capital Management Inc.
DECREASED25,55891,607-66,049-72%$5.0M$1.2M-$3.8M2026-11-04
Fruth Investment Management
UNCHANGED25,32525,32500%$1.4K$1.2M+$1.2M2026-10-13
Compass Financial Management LLC
NEW25,277—+25,277——$1.2M—2026-10-30
Canandaigua National Bank & Trust Co
DECREASED25,02725,501-474-2%$1.4M$1.2M-$218.9K2026-10-07
MSH Capital Advisors LLC
INCREASED25,02618,488+6,538+35%$1.0M$1.2M+$161.2K2026-11-03
MTM Investment Management, LLC
INCREASED24,63724,502+135+1%$1.3M$1.1M-$182.9K2026-10-30
Sagespring Wealth Partners, LLC
DECREASED24,42025,414-994-4%$1.4M$1.1M-$242.4K2026-10-22
Hazelview Securities Inc.
DECREASED24,38033,525-9,145-27%$1.8M$1.1M-$677.9K2026-11-09
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED24,12627,549-3,423-12%$1.5M$1.1M-$371.8K2026-10-14
Albert D Mason Inc
INCREASED24,08024,008+72+0%$1.3M$1.1M-$182.0K2026-10-27
Huntleigh Advisors, Inc.
INCREASED23,92923,759+170+1%$1.3M$1.1M-$175.6K2026-11-03
Independent Financial Group, LLC
INCREASED23,30822,657+651+3%$1.2M$1.1M-$142.8K2026-10-13
J. Safra Sarasin Holding AG
DECREASED23,15627,132-3,976-15%$1.5M$1.2M-$277.1K2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED23,02223,02200%$1.2M$1.2M$02026-10-15
Bangor Savings Bank
INCREASED23,00322,978+25+0%$1.2M$1.1M-$176.2K2026-10-06
Sage Investment Counsel LLC
UNCHANGED22,76722,76700%$1.2M$1.1M-$175.8K2026-10-26
Leavell Investment Management, Inc.
INCREASED22,76622,742+24+0%$1.2M$1.1M-$174.5K2026-11-09
Clearstead Advisors, LLC
DECREASED22,52722,533-60%$1.2M$1.0M-$174.3K2026-11-06
Clearwave Capital, LLC
INCREASED22,27022,033+237+1%$1.2M$1.0M-$159.1K2026-10-27
Wealth Quarterback LLC
INCREASED22,25522,036+219+1%$1.2M$1.0M-$159.9K2026-10-20
Clear Creek Financial Management, LLC
DECREASED21,99822,580-582-3%$1.2M$1.0M-$201.4K2026-10-28
Quadrant Capital Group LLC
DECREASED21,86324,938-3,075-12%$1.4M$1.0M-$314.3K2026-10-20
Parallel Advisors, LLC
INCREASED21,81021,575+235+1%$1.2M$1.0M-$155.6K2026-11-03
Clear Harbor Asset Management, LLC
INCREASED21,6177,960+13,657+172%$431.6K$1.0M+$575.7K2026-11-05
Fiduciary Alliance LLC
DECREASED21,43825,977-4,539-17%$1.4M$996.6K-$411.6K2026-10-13
Brown, Lisle Ings, Inc.
INCREASED21,27718,812+2,465+13%$1.0M$989.2K-$30.6K2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED21,16620,882+284+1%$1.1M$984.0K-$148.0K2026-10-22
RFG Advisory, LLC
INCREASED21,15521,097+58+0%$1.1M$983.5K-$160.2K2026-11-03
Keudell ison Wealth Management
INCREASED20,77520,737+38+0%$1.1M$965.8K-$158.3K2026-10-16
Total Clarity Wealth Management, Inc.
DECREASED20,64032,822-12,182-37%$1.8M$959.6K-$819.7K2026-10-26
Uptick Partners, LLC
DECREASED20,63421,127-493-2%$1.1M$959.6K-$185.7K2026-11-04
Heathbridge Capital Management Ltd.
NEW20,300—+20,300——$943.4K—2026-10-29
BLB&B Advisors, LLC
DECREASED20,00120,333-332-2%$1.1M$932.0K-$170.4K2026-10-27
Ti-Trust, Inc
INCREASED19,93619,876+60+0%$1.1M$926.8K-$150.7K2026-10-21
Strategic Advisors LLC
UNCHANGED19,82119,82100%$1.1M$921.5K-$153.0K2026-10-13
Vaughan David Investments LLC
DECREASED19,78820,538-750-4%$1.1M$920.0K-$193.0K2026-11-05
Great Valley Advisor Group, Inc.
INCREASED19,70819,541+167+1%$1.1M$915.7K-$143.3K2026-11-09
Hantz Financial Services, Inc.
DECREASED19,70520,753-1,048-5%$1.1M$916.0K-$209.0K2026-11-09
Lee Financial Co
DECREASED19,57419,668-940%$1.1M$910.0K-$156.2K2026-10-16
Pekin Hardy Strauss, Inc.
DECREASED19,53219,859-327-2%$1.1M$910.2K-$166.5K2026-11-02
Global Trust Asset Management, LLC
DECREASED19,49520,674-1,179-6%$1.1M$906.3K-$214.4K2026-10-19
Montecito Bank & Trust
INCREASED19,41119,311+100+1%$1.0M$902.4K-$144.4K2026-10-01
Union Savings Bank
DECREASED19,39620,017-621-3%$1.1M$901.7K-$183.2K2026-10-14
Lantern Wealth Advisors, LLC
UNCHANGED19,19619,19600%$1.0M$892.4K-$148.2K2026-10-22
Code Waechter LLC
DECREASED19,10519,364-259-1%$1.0M$888.2K-$161.5K2026-10-23
Wealth Alliance Advisory Group, LLC
UNCHANGED18,92418,92400%$1.0M$879.8K-$146.1K2026-10-14
First County Bank
INCREASED18,71418,363+351+2%$995.5K$870.0K-$125.4K2026-10-13
Naples Global Advisors, LLC
UNCHANGED18,64918,64900%$1.0M$867.0K-$144.0K2026-11-05
Blue Fin Capital, Inc.
INCREASED18,62217,739+883+5%$961.6K$865.7K-$95.9K2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED18,49918,49900%$1.0M$860.0K-$142.8K2026-10-23
Smith Salley Wealth Management
DECREASED18,44018,717-277-1%$1.0M$857.3K-$157.4K2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED18,41719,861-1,444-7%$1.1M$856.2K-$220.5K2026-10-23
Accurate Wealth Management, LLC
DECREASED18,34119,006-665-3%$1.0M$870.5K-$168.4K2026-10-20
Outfitters Financial LLC
INCREASED18,33517,775+560+3%$963.6K$852.4K-$111.2K2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED18,23518,089+146+1%$980.6K$847.7K-$132.9K2026-10-20
Northeast Investment Management
UNCHANGED18,20018,20000%$986.6K$846.1K-$140.5K2026-10-30
Caldwell Sutter Capital, Inc.
DECREASED18,18618,224-380%$987.9K$845.5K-$142.5K2026-11-09
Moneco Advisors, LLC
INCREASED18,04418,026+18+0%$977.2K$838.9K-$138.4K2026-11-05
Alliance Wealth Advisors, LLC
DECREASED17,89317,992-99-1%$975.3K$831.8K-$143.5K2026-10-14
XML Financial, LLC
INCREASED17,80916,259+1,550+10%$881.4K$827.9K-$53.5K2026-10-29
Wisconsin Wealth Advisors, LLC
INCREASED17,79517,651+144+1%$956.9K$827.3K-$129.6K2026-10-08
Cornerstone Wealth Group, LLC
INCREASED17,74217,703+39+0%$959.7K$824.8K-$134.9K2026-11-02
Sippican Capital Advisors
UNCHANGED17,67617,67600%$958.2K$821.8K-$136.5K2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED17,37717,011+366+2%$922.1K$807.8K-$114.3K2026-10-23
United Community Bank
UNCHANGED17,32317,32300%$939.1K$805.3K-$133.7K2026-10-28
Intesa Sanpaolo Wealth Management
INCREASED17,29817,063+235+1%$925.0K$804.2K-$120.8K2026-10-28
Autumn Glory Partners, LLC
UNCHANGED17,23017,23000%$934.0K$801.0K-$133.0K2026-10-26
Pine Valley Investments Ltd Liability Co
UNCHANGED17,00917,00900%$922.1K$790.7K-$131.3K2026-11-09
Marathon Capital Management
DECREASED16,88516,910-250%$916.7K$785.0K-$131.7K2026-10-23
Decker Wealth Management LLC
UNCHANGED16,79516,79500%$910.5K$780.8K-$129.7K2026-10-09
International Assets Investment Management, LLC
INCREASED16,6668,899+7,767+87%$474.2K$771.1K+$296.9K2026-11-02
Lantz Financial LLC
INCREASED16,56216,200+362+2%$878.2K$770.0K-$108.2K2026-10-15
Almanack Investment Partners, Llc.
INCREASED16,53316,470+63+0%$892.8K$768.6K-$124.2K2026-11-03
Evanson Financial, LLC
DECREASED16,51216,908-396-2%$916.6K$767.6K-$148.9K2026-10-23
Wespac Advisors, LLC
DECREASED16,41117,513-1,102-6%$949.4K$762.9K-$186.4K2026-10-26
Silverlake Wealth Management LLC
DECREASED16,29716,803-506-3%$910.9K$757.6K-$153.2K2026-10-21
Journey Retirement Planning & Investment Management LLC
INCREASED16,23514,516+1,719+12%$786.9K$754.8K-$32.1K2026-10-09
Freestone Capital Holdings, LLC
DECREASED16,14120,572-4,431-22%$1.1M$750.4K-$364.8K2026-11-09
IFP Advisors, Inc
INCREASED15,96213,959+2,003+14%$756.7K$742.1K-$14.6K2026-10-16
Studio Investment Management LLC
DECREASED15,87616,886-1,010-6%$915.4K$738.1K-$177.3K2026-10-22
Forest Hill Capital, LLC
UNCHANGED15,80015,80000%$856.5K$734.5K-$122.0K2026-11-05
Key Client Fiduciary Advisors, LLC
INCREASED15,79115,724+67+0%$852.4K$734.1K-$118.3K2026-10-19
Daiwa Securities Group Inc.
UNCHANGED15,77015,77000%$854.9K$733.1K-$121.7K2026-10-29
Equitable Trust Co
DECREASED15,74915,836-87-1%$858.5K$732.2K-$126.3K2026-10-13
Nations Financial Group Inc,
DECREASED15,67016,211-541-3%$878.8K$728.5K-$150.3K2026-11-05
Private Trust Co NA
INCREASED15,62115,393+228+1%$834.5K$726.2K-$108.2K2026-10-20
Sterling Investment Advisors, Ltd.
UNCHANGED15,62015,62000%$846.8K$726.2K-$120.6K2026-10-27
Louisbourg Investments Inc.
DECREASED15,54618,783-3,237-17%$1.0M$724.8K-$291.8K2026-10-20
Brighton Jones LLC
DECREASED15,45015,575-125-1%$844.3K$718.3K-$126.0K2026-11-03
Aspire Private Capital, LLC
DECREASED15,28815,347-590%$832.0K$710.7K-$121.2K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED15,20516,490-1,285-8%$893.9K$706.9K-$187.0K2026-10-27
Daymark Wealth Partners, LLC
DECREASED15,19517,568-2,373-14%$952.3K$706.4K-$245.9K2026-11-04
Lewis Asset Management, LLC
DECREASED15,16015,330-170-1%$831.0K$704.8K-$126.3K2026-10-14
Larson Financial Group LLC
INCREASED15,14615,104+42+0%$818.8K$704.1K-$114.7K2026-11-05
Wealthstar Advisors, LLC
INCREASED15,07511,949+3,126+26%$647.8K$700.9K+$53.1K2026-10-19
Cypress Wealth Services, LLC
DECREASED15,05415,254-200-1%$826.9K$700.6K-$126.3K2026-10-21
Kathmere Capital Management, LLC
DECREASED14,81615,540-724-5%$842.4K$688.8K-$153.6K2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED14,71614,878-162-1%$806.6K$685.6K-$121.0K2026-10-13
Principle Wealth Partners LLC
UNCHANGED14,67514,67500%$795.5K$682.2K-$113.3K2026-11-02
Chickasaw Capital Management LLC
DECREASED14,529174,663-160,134-92%$9.5K$675.5K+$666.0K2026-10-08
Aull & Monroe Investment Management Corp
UNCHANGED14,30614,30600%$775.5K$665.1K-$110.4K2026-10-16
JBR Co Financial Management Inc
UNCHANGED14,27914,27900%$774.1K$760.9K-$13.1K2026-10-13
Legacy Wealth Asset Management, LLC
INCREASED14,18514,137+48+0%$766.4K$659.5K-$106.9K2026-10-09
Woodard & Co Asset Management Group Inc
INCREASED14,16014,090+70+1%$763.8K$658.3K-$105.5K2026-11-03
Global Wealth Management Investment Advisory, Inc.
DECREASED14,14014,453-313-2%$783.5K$657.4K-$126.1K2026-11-04
Sheets Smith Wealth Management
UNCHANGED14,10314,10300%$764.5K$655.6K-$108.9K2026-10-16
Integrity Alliance, Llc.
INCREASED13,97313,596+377+3%$737.1K$650.3K-$86.8K2026-10-29
Neville Rodie & Shaw Inc
UNCHANGED13,97313,97300%$758$649.0K+$648.2K2026-10-05
Davis Investment Partners, LLC
UNCHANGED13,76513,76500%$746.2K$639.9K-$106.3K2026-11-05
Investment Partners, Ltd.
INCREASED13,75711,721+2,036+17%$635.4K$639.5K+$4.2K2026-10-29
Yankcom Partnership
INCREASED13,64913,306+343+3%$721.3K$634.5K-$86.8K2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED13,63011,034+2,596+24%$598.2K$633.7K+$35.5K2026-10-13
Parcion Private Wealth LLC
INCREASED13,62312,741+882+7%$690.7K$633.3K-$57.4K2026-10-28
TCV Trust & Wealth Management, Inc.
INCREASED13,61913,342+277+2%$723.3K$633.1K-$90.1K2026-10-16
Financial & Tax Architects, LLC
INCREASED13,61211,124+2,488+22%$603.0K$632.8K+$29.8K2026-10-15
EverSource Wealth Advisors, LLC
INCREASED13,59212,267+1,325+11%$665.0K$631.9K-$33.1K2026-11-04
Blue Trust, Inc.
DECREASED13,56715,281-1,714-11%$828.4K$630.8K-$197.7K2026-10-15
Forza Wealth Management, LLC
UNCHANGED13,56413,56400%$735.3K$630.6K-$104.7K2026-10-20
Birch Capital Management, LLC
INCREASED13,5506,320+7,230+114%$342.6K$629.9K+$287.3K2026-10-27
First Premier Bank
DECREASED13,53713,803-266-2%$749$629.0K+$628.3K2026-10-13
HBK Sorce Advisory LLC
DECREASED13,27413,450-176-1%$698.6K$638.6K-$60.0K2026-11-06
Wealthcare Advisory Partners LLC
DECREASED13,17316,291-3,118-19%$883.2K$612.4K-$270.7K2026-10-21
Gibbs Wealth Management
INCREASED13,07513,004+71+1%$704.9K$607.9K-$97.1K2026-10-22
Greenleaf Trust
DECREASED13,03113,263-232-2%$719.0K$605.8K-$113.2K2026-10-29
Wealth Dimensions Group, Ltd.
DECREASED12,97413,247-273-2%$718.1K$603.2K-$115.0K2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED12,95012,987-370%$704.0K$596.2K-$107.8K2026-10-09
Silver OAK Securities, Incorporated
INCREASED12,79011,743+1,047+9%$636.6K$599.7K-$36.8K2026-11-09
Eastern Bank
INCREASED12,77211,550+1,222+11%$626.1K$593.8K-$32.4K2026-10-05
Legacy Financial Advisors, Inc.
DECREASED12,75014,215-1,465-10%$770.6K$592.7K-$177.8K2026-11-09
Segment Wealth Management, LLC
UNCHANGED12,68512,68500%$687.7K$589.7K-$97.9K2026-10-26
Cresta Advisors, Ltd.
DECREASED12,67812,920-242-2%$700.5K$590.7K-$109.7K2026-10-14
Symphony Financial, Ltd. Co.
INCREASED12,65010,050+2,600+26%$555.6K$591.0K+$35.5K2026-10-22
New Hampshire Trust
DECREASED12,48513,834-1,349-10%$749.9K$580.4K-$169.5K2026-10-20
Euro Pacific Asset Management, LLC
INCREASED12,35211,965+387+3%$636$574.2K+$573.6K2026-11-03
UMB Bank, n.a.
DECREASED12,16216,121-3,959-25%$873.9K$565.4K-$308.5K2026-11-06
Baskin Financial Services Inc.
DECREASED12,13712,200-63-1%$661$564.0K+$563.3K2026-10-19
American State Bank (Iowa)
INCREASED12,12711,156+971+9%$604.8K$563.8K-$41.0K2026-11-03
Peak Financial Advisors LLC
INCREASED12,10711,994+113+1%$650.2K$562.9K-$87.3K2026-10-28
Guardian Asset Advisors, LLC
UNCHANGED12,09812,09800%$655.8K$562.4K-$93.4K2026-10-16
White Pine Capital LLC
DECREASED12,07112,086-150%$655.2K$561.2K-$94.0K2026-11-09
Kellett Wealth Advisors, LLC
UNCHANGED12,04612,04600%$653.0K$560.0K-$93.0K2026-10-15
Parsons Capital Management Inc
DECREASED12,00313,036-1,033-8%$706.7K$558.0K-$148.7K2026-10-28
Viking Fund Management LLC
INCREASED12,0006,000+6,000+100%$325.3K$557.9K+$232.6K2026-10-14
Heritage Wealth Management, Inc.
INCREASED11,92411,908+16+0%$645.5K$554.4K-$91.2K2026-10-28
City State Bank
INCREASED11,85710,857+1,000+9%$588.6K$551.2K-$37.3K2026-10-20
RMR Wealth Builders
DECREASED11,82012,475-655-5%$676.3K$549.5K-$126.8K2026-10-22
Beacon Financial Group
DECREASED11,81515,012-3,197-21%$813.8K$549.3K-$264.5K2026-10-19
Quadcap Wealth Management, LLC
DECREASED11,65812,062-404-3%$653.8K$541.9K-$111.9K2026-11-02
Manske Wealth Management
UNCHANGED11,60811,60800%$629.3K$539.7K-$89.6K2026-10-26
Lanark Financial, Inc.
DECREASED11,59912,454-855-7%$675.2K$539.2K-$135.9K2026-10-26
Balefire, LLC
DECREASED11,56112,670-1,109-9%$686.8K$537.5K-$149.4K2026-10-09
Wesbanco Bank Inc
DECREASED11,55416,089-4,535-28%$872.2K$537.1K-$335.0K2026-11-04
Signature Wealth Management Partners, LLC
UNCHANGED11,54911,54900%$626.1K$536.9K-$89.2K2026-10-21
Balboa Wealth Partners
INCREASED11,5309,977+1,553+16%$540.9K$536.0K-$4.8K2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED11,51911,51900%$624.4K$535.5K-$88.9K2026-10-15
Lester Murray Antman dba SimplyRich
DECREASED11,47511,493-180%$623.0K$533.5K-$89.5K2026-11-06
Wealthfront Advisers LLC
INCREASED11,46810,413+1,055+10%$564.5K$533.1K-$31.3K2026-11-09
Aprio Wealth Management, LLC
DECREASED11,44413,834-2,390-17%$749.9K$532.0K-$217.9K2026-10-28
Cherokee Insurance Co
UNCHANGED11,41311,41300%$618.7K$530.6K-$88.1K2026-11-05
Avantax Planning Partners, Inc.
DECREASED11,38913,029-1,640-13%$706.3K$529.5K-$176.8K2026-11-03
Modera Wealth Management, LLC
DECREASED11,37513,388-2,013-15%$725.8K$528.8K-$197.0K2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED11,37510,375+1,000+10%$563.0K$528.8K-$34.1K2026-10-22
Ascentis Independent Advisors
NEW11,345—+11,345——$527.4K—2026-11-03
Retirement Planning Group, LLC
INCREASED11,25110,600+651+6%$574.6K$523.1K-$51.6K2026-10-19
Sapient Capital LLC
UNCHANGED11,11211,11200%$602.4K$517.8K-$84.6K2026-10-08
Mirador Capital Partners LP
DECREASED11,05912,049-990-8%$653.2K$514.1K-$139.0K2026-10-09
Koshinski Asset Management, Inc.
INCREASED11,02410,259+765+7%$556.1K$512.5K-$43.6K2026-10-29
Patten & Patten Inc
DECREASED11,01911,033-140%$598.1K$512.3K-$85.8K2026-10-26
SeaBridge Investment Advisors LLC
NEW11,018—+11,018——$512.2K—2026-11-02
Rockwood Wealth Management, LLC
INCREASED10,93510,830+105+1%$587.1K$508.4K-$78.7K2026-10-27
Cornell Pochily Investment Advisors, Inc.
DECREASED10,92411,239-315-3%$609.3K$507.9K-$101.4K2026-10-19
Trust Co of Toledo NA
DECREASED10,90112,268-1,367-11%$665.0K$506.8K-$158.3K2026-10-16
Mitchell Sinkler & Starr
DECREASED10,82311,829-1,006-8%$641.3K$503.2K-$138.1K2026-10-13
Park Place Capital Corp
DECREASED10,79311,326-533-5%$614.0K$501.8K-$112.2K2026-11-09
NBH Bank
DECREASED10,79211,004-212-2%$596.5K$501.7K-$94.8K2026-11-05
Welch & Forbes LLC
UNCHANGED10,70210,70200%$580.2K$497.5K-$82.6K2026-11-04
Linscomb Wealth, Inc.
DECREASED10,68510,690-50%$579.5K$496.7K-$82.8K2026-11-05
Busey Bank
INCREASED10,67610,186+490+5%$552.2K$496.3K-$55.9K2026-10-26
AdvisorNet Financial, Inc
INCREASED10,6138,504+2,109+25%$461.0K$502.5K+$41.5K2026-10-15
Perigon Wealth Management, LLC
INCREASED10,59610,512+84+1%$569.9K$492.6K-$77.2K2026-10-22
Gould Asset Management LLC
UNCHANGED10,56810,56800%$572.9K$491.3K-$81.6K2026-11-06
Southland Equity Partners LLC
DECREASED10,43910,491-520%$568.7K$486.4K-$82.3K2026-10-14
Kennebec Savings Bank
DECREASED10,42310,493-70-1%$568.8K$484.6K-$84.3K2026-10-22
Strategic Blueprint, LLC
DECREASED10,39010,984-594-5%$595.5K$483.0K-$112.4K2026-10-22
Leonteq Securities AG
DECREASED10,24014,478-4,238-29%$833.1K$477.4K-$355.7K2026-10-29
Shepherd Street Advisors LLC
DECREASED10,23413,847-3,613-26%$777.5K$476.9K-$300.6K2026-10-21
Ellsworth Advisors, LLC
UNCHANGED10,23210,23200%$574.5K$475.7K-$98.8K2026-10-15
Cap Partners, LLC
DECREASED10,21410,322-108-1%$559.6K$474.8K-$84.7K2026-10-19
Hardin Capital Partners, LLC
INCREASED10,1409,948+192+2%$543.1K$471.4K-$71.6K2026-10-09
Fire Capital Management LLC
NEW10,120—+10,120——$470.5K—2026-10-27
Finward Bancorp
INCREASED10,0819,865+216+2%$534.8K$468.7K-$66.1K2026-10-14
Marble Harbor Investment Counsel, LLC
UNCHANGED10,06110,06100%$545.4K$467.7K-$77.7K2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED10,0099,331+678+7%$505.8K$465.3K-$40.5K2026-10-21
Coldstream Capital Management Inc
INCREASED9,8369,515+321+3%$515.8K$457.3K-$58.5K2026-11-09
LexAurum Advisors, LLC
INCREASED9,8246,512+3,312+51%$353.0K$456.7K+$103.7K2026-10-19
Key Capital Management, Inc
INCREASED9,7913,238+6,553+202%$175.5K$469.0K+$293.5K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED9,7779,209+568+6%$510.2K$454.5K-$55.7K2026-10-13
Venture Visionary Partners LLC
INCREASED9,7029,072+630+7%$491.8K$451.0K-$40.7K2026-10-07
StoneX Group Inc.
DECREASED9,58214,434-4,852-34%$782.5K$445.5K-$337.0K2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED9,5569,373+183+2%$508.1K$444.3K-$63.9K2026-11-05
CoreCap Advisors, LLC
INCREASED9,5459,209+336+4%$499.2K$443.8K-$55.5K2026-10-08
Titleist Asset Management, LLC
DECREASED9,5149,761-247-3%$529.2K$442.3K-$86.9K2026-10-08
Bingham Private Wealth, LLC
INCREASED9,4889,356+132+1%$507.2K$441.1K-$66.1K2026-11-05
Brendel Financial Advisors LLC
DECREASED9,4659,563-98-1%$518.4K$440.0K-$78.4K2026-11-09
Integrated Advisors Network LLC
INCREASED9,4297,916+1,513+19%$429.1K$438.3K+$9.2K2026-10-20
Confluence Wealth Services, Inc.
DECREASED9,42411,086-1,662-15%$601.0K$438.1K-$162.9K2026-11-05
Oslo Pensjonsforsikring AS
INCREASED9,4007,100+2,300+32%$384.9K$438.0K+$53.2K2026-10-15
Frank, Rimerman Advisors LLC
DECREASED9,3989,892-494-5%$536.2K$436.9K-$99.3K2026-10-16
Hilltop National Bank
INCREASED9,3279,248+79+1%$501.3K$433.6K-$67.7K2026-10-14
Washington Growth Strategies LLC
UNCHANGED9,3229,32200%$505.3K$433.4K-$72.0K2026-10-19
Western Wealth Management, LLC
DECREASED9,27237,443-28,171-75%$2.0M$431.1K-$1.6M2026-11-09
Meridian Wealth Management, LLC
DECREASED9,15710,024-867-9%$543.4K$425.7K-$117.7K2026-11-05
National Wealth Management Group, LLC
DECREASED9,1349,996-862-9%$541.9K$424.6K-$117.2K2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED9,0229,169-147-2%$497.1K$419.4K-$77.6K2026-10-09
Cape Investment Advisory, Inc.
DECREASED9,0219,620-599-6%$521.5K$419.4K-$102.1K2026-10-13
Sather Financial Group Inc
UNCHANGED8,9468,94600%$485.0K$415.9K-$69.1K2026-10-30
Whitener Capital Management, Inc.
UNCHANGED8,9328,93200%$484.2K$415.2K-$69.0K2026-10-15
Mitchell & Pahl Private Wealth, LLC
DECREASED8,8958,937-420%$484.5K$413.5K-$70.9K2026-10-14
Roxbury Financial LLC
INCREASED8,8958,867+28+0%$480.7K$413.5K-$67.1K2026-10-01
B.A. Schrock Wealth Management, Inc.
NEW8,892—+8,892——$411.4K—2026-10-15
Harbor Investment Advisory, LLC
INCREASED8,8788,262+616+7%$447.9K$413.7K-$34.2K2026-10-13
Fisher Asset Management, LLC
INCREASED8,8417,534+1,307+17%$408.5K$411.0K+$2.6K2026-11-06
Forvis Mazars Wealth Advisors, LLC
DECREASED8,8149,014-200-2%$488.7K$409.8K-$78.9K2026-10-13
Advisortrust Partners, LLC
INCREASED8,7657,225+1,540+21%$391.7K$407.5K+$15.8K2026-11-02
Laurel OAK Wealth Management, LLC
UNCHANGED8,7478,74700%$474.2K$406.6K-$67.5K2026-10-19
PDS Planning, Inc
DECREASED8,7429,237-495-5%$500.7K$406.4K-$94.3K2026-11-03
Investment Research Partners LLC
DECREASED8,7069,773-1,067-11%$529.8K$404.7K-$125.1K2026-10-19
Montgomery Investment Management Inc
UNCHANGED8,7058,70500%$471.9K$404.7K-$67.2K2026-10-26
Beverly Hills Private Wealth, LLC
INCREASED8,5697,560+1,009+13%$409.8K$398.4K-$11.5K2026-11-04
Gateway Investment Advisers LLC
DECREASED8,5678,647-80-1%$468.8K$398.3K-$70.5K2026-10-13
Apella Capital, LLC
INCREASED8,5528,231+321+4%$453.1K$392.4K-$60.7K2026-10-08
Visionary Wealth Advisors
DECREASED8,5218,646-125-1%$468.7K$396.1K-$72.6K2026-11-04
United Advisor Group, LLC
INCREASED8,5008,469+31+0%$459.1K$395.2K-$63.9K2026-11-03
BankPlus Trust Department
DECREASED8,4989,333-835-9%$505.9K$395.1K-$110.9K2026-11-06
Tradewinds Capital Management, LLC
INCREASED8,4648,414+50+1%$456.1K$393.5K-$62.6K2026-10-23
Shepherd Financial Partners LLC
INCREASED8,4568,440+16+0%$457.6K$393.1K-$64.4K2026-11-03
Oakmont Investment Advisors, Inc.
UNCHANGED8,3768,37600%$454.0K$389.4K-$64.7K2026-10-21
Jnba Financial Advisors
INCREASED8,3428,195+147+2%$444.3K$387.8K-$56.4K2026-11-03
Torray Investment Partners LLC
UNCHANGED8,3108,31000%$450.5K$386.3K-$64.2K2026-10-30
Centurion Wealth Management LLC
INCREASED8,2608,238+22+0%$446.6K$384.0K-$62.6K2026-10-13
Northbridge Financial Group, LLC
DECREASED8,1558,964-809-9%$486.0K$379.5K-$106.4K2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED8,1238,12300%$440.3K$377.6K-$62.7K2026-10-09
Capital Investment Counsel, Inc
INCREASED8,0986,684+1,414+21%$362.4K$377.3K+$15.0K2026-10-20
Tortuga Wealth Management, Inc
DECREASED8,0948,095-10%$438.8K$376.4K-$62.4K2026-10-27
Triad Wealth Partners, LLC
INCREASED8,0918,024+67+1%$434.1K$376.2K-$57.9K2026-10-26
PlanVest Financial, Inc
UNCHANGED8,0838,08300%$438.2K$375.8K-$62.4K2026-11-09
Mechanics Financial Corp
INCREASED8,0238,008+15+0%$434.1K$373.0K-$61.1K2026-11-05
Belpointe Asset Management LLC
DECREASED7,9898,269-280-3%$448.3K$371.4K-$76.9K2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED7,9686,823+1,145+17%$364.0K$365.0K+$9992026-11-04
First Citizens Bank & Trust Co
INCREASED7,9646,750+1,214+18%$365.9K$370.2K+$4.3K2026-10-14
Drive Wealth Management, LLC
DECREASED7,9448,285-341-4%$449.1K$369.3K-$79.8K2026-11-09
Acorn Wealth Advisors, LLC
DECREASED7,9418,650-709-8%$468.9K$369.2K-$99.7K2026-10-19
Asset One Wealth Management LLC
NEW7,936—+7,936——$368.9K—2026-11-02
Ascent Group, LLC
DECREASED7,9209,489-1,569-17%$514.4K$368.2K-$146.2K2026-10-30
BankChampaign, National Association
DECREASED7,88610,634-2,748-26%$576.5K$366.6K-$209.8K2026-10-19
Cascade Investment Group, Inc.
DECREASED7,8327,962-130-2%$431.6K$364.1K-$67.5K2026-10-13
Avior Wealth Management, LLC
DECREASED7,7417,745-40%$419.9K$359.9K-$60.0K2026-10-13
Meriwether Wealth & Planning, LLC
INCREASED7,7347,296+438+6%$395.5K$359.6K-$36.0K2026-10-13
Chicago Trust Co NA
INCREASED7,7335,996+1,737+29%$325.0K$359.5K+$34.5K2026-10-28
SouthState Bank Corp
INCREASED7,7283,953+3,775+96%$214.3K$359.3K+$145.0K2026-11-09
NBT Bank, N.A.
DECREASED7,7277,760-330%$420.7K$359.2K-$61.4K2026-10-21
Csenge Advisory Group
DECREASED7,7118,676-965-11%$470.3K$358.6K-$111.7K2026-11-04
Aaron Wealth Advisors LLC
DECREASED7,61410,758-3,144-29%$583.2K$354.0K-$229.2K2026-10-13
Greenwood Gearhart LLC
DECREASED7,6008,247-647-8%$447.1K$353.3K-$93.7K2026-11-02
Mather Group, Llc.
INCREASED7,5606,779+781+12%$367.5K$351.5K-$16.0K2026-10-14
Mattern Wealth Management LLC
UNCHANGED7,5137,51300%$407.3K$349.3K-$58.0K2026-11-04
Clifford Swan Investment Counsel LLC
UNCHANGED7,3837,38300%$400.2K$343.2K-$57.0K2026-11-05
Demars Financial Group, LLC
DECREASED7,3327,736-404-5%$419.4K$340.9K-$78.5K2026-10-22
Wedmont Private Capital
DECREASED7,2677,437-170-2%$406.5K$338.2K-$68.3K2026-10-09
Hourglass Capital, LLC
UNCHANGED7,2047,20400%$390.5K$334.9K-$55.6K2026-10-26
Tred Avon Family Wealth, LLC
DECREASED7,1637,308-145-2%$396.2K$333.0K-$63.2K2026-10-20
Old Second National Bank of Aurora
DECREASED7,1518,832-1,681-19%$478.8K$332.5K-$146.3K2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED7,1497,252-103-1%$393.1K$332.4K-$60.7K2026-11-05
VestGen Advisors, LLC
DECREASED7,0997,598-499-7%$411.9K$330.1K-$81.8K2026-10-27
Wealth Group, Ltd.
NEW7,097—+7,097——$330.0K—2026-10-30
Integrity Advisory Solutions, LLC
INCREASED7,0895,517+1,572+28%$299.1K$329.6K+$30.5K2026-10-29
Mengis Capital Management, Inc.
UNCHANGED7,0847,08400%$384.0K$329.3K-$54.7K2026-10-13
Five Oceans Advisors
UNCHANGED7,0557,05500%$382.5K$328.0K-$54.5K2026-10-22
Sowell Financial Services LLC
DECREASED7,0509,419-2,369-25%$510.6K$327.7K-$182.9K2026-10-23
Mission Wealth Management, LP
DECREASED7,02110,548-3,527-33%$571.8K$326.4K-$245.4K2026-10-15
EagleClaw Capital Managment, LLC
DECREASED7,0127,273-261-4%$394.3K$326.0K-$68.3K2026-11-06
Ferguson Wellman Capital Management, Inc
DECREASED6,8266,917-91-1%$375.0K$317.3K-$57.6K2026-10-05
NTV Asset Management LLC
UNCHANGED6,8226,82200%$369.8K$317.2K-$52.7K2026-10-23
Cordoba Advisory Partners LLC
UNCHANGED6,8066,80600%$370.1K$317.0K-$53.1K2026-10-19
Formidable Asset Management, LLC
DECREASED6,8047,504-700-9%$406.3K$368.8K-$37.4K2026-11-03
Alliance Wealth Advisors, LLC
INCREASED6,8046,801+3+0%$368.7K$316.3K-$52.4K2026-10-28
Carson Advisory Inc.
DECREASED6,7936,818-250%$369.6K$315.8K-$53.8K2026-11-06
Mill Capital Management, LLC
UNCHANGED6,7816,78100%$367.6K$315.2K-$52.3K2026-10-26
State of Wyoming
INCREASED6,7666,756+10+0%$366.2K$315.2K-$51.0K2026-10-28
Citizens Financial Group Inc
DECREASED6,7248,667-1,943-22%$469.8K$312.6K-$157.2K2026-10-23
Inscription Capital, LLC
INCREASED6,7236,667+56+1%$361.4K$312.6K-$48.9K2026-11-02
Aspiriant, LLC
INCREASED6,6736,648+25+0%$360.4K$310.2K-$50.2K2026-10-16
Versant Capital Management, Inc
DECREASED6,6467,290-644-9%$395.2K$309.6K-$85.7K2026-10-02
West Family Investments, Inc.
INCREASED6,6146,146+468+8%$333.2K$307.5K-$25.7K2026-11-09
Powell Investment Advisors, LLC
UNCHANGED6,5856,58500%$357.0K$306.1K-$50.8K2026-10-22
Guinness Atkinson Asset Management Inc
DECREASED6,5796,719-140-2%$364.2K$305.9K-$58.4K2026-11-05
Murphy Pohlad Asset Management LLC
UNCHANGED6,5776,57700%$356.5K$305.8K-$50.8K2026-10-22
Powers Advisory Group, LLC
DECREASED6,5707,023-453-6%$380.7K$305.4K-$75.3K2026-10-14
Avestar Capital, LLC
DECREASED6,5686,698-130-2%$363.1K$305.4K-$57.7K2026-10-28
Caldwell Trust Co
DECREASED6,5676,577-100%$356.5K$305.3K-$51.2K2026-10-30
Insight Wealth Partners, LLC
UNCHANGED6,5426,54200%$354.6K$304.1K-$50.5K2026-10-26
Fogel Capital Management, Inc.
DECREASED6,5376,547-100%$354.9K$303.9K-$51.0K2026-11-04
Income Insurance Ltd
UNCHANGED6,4906,49000%$351.8K$302.4K-$49.4K2026-10-21
Garrett Wealth Advisory Group, LLC
INCREASED6,4566,416+40+1%$347.8K$300.3K-$47.6K2026-10-22
KCM Investment Advisors LLC
DECREASED6,4487,022-574-8%$380.7K$299.8K-$80.9K2026-10-27
Aviance Capital Partners, LLC
DECREASED6,3956,480-85-1%$351.3K$297.3K-$54.0K2026-10-29
Sovran Advisors, LLC
INCREASED6,3905,788+602+10%$319.8K$314.9K-$4.9K2026-11-02
Advisor Resource Council
INCREASED6,3816,118+263+4%$327.3K$293.8K-$33.5K2026-11-05
Summit Financial Wealth Advisors, LLC
INCREASED6,3546,327+27+0%$343.0K$295.4K-$47.6K2026-10-15
FDx Advisors, Inc.
DECREASED6,3467,185-839-12%$389.0K$295.0K-$94.0K2026-11-09
Mraz, Amerine & Associates, Inc.
INCREASED6,3134,913+1,400+29%$266.3K$293.5K+$27.2K2026-10-30
Woodmont Investment Counsel LLC
UNCHANGED6,2236,22300%$337.3K$289.3K-$48.0K2026-10-29
Personal CFO Solutions, LLC
DECREASED6,1679,062-2,895-32%$491.3K$286.7K-$204.5K2026-11-06
Lyell Wealth Management, LP
DECREASED6,1296,220-91-1%$337.2K$284.9K-$52.2K2026-10-30
Park National Corp
INCREASED6,0781,115+4,963+445%$60.4K$282.6K+$222.1K2026-10-05
Woodward Diversified Capital, LLC
UNCHANGED6,0256,02500%$326.6K$280.1K-$46.5K2026-10-21
Investmark Advisory Group LLC
NEW6,018—+6,018——$279.8K—2026-10-27
Montag A & Associates Inc
UNCHANGED6,0166,01600%$326.1K$279.7K-$46.4K2026-10-29
Granite Group Advisors, LLC
DECREASED5,9606,066-106-2%$328.8K$277.1K-$51.8K2026-10-14
Meridian Investment Counsel Inc.
UNCHANGED5,9295,92900%$321.4K$275.7K-$45.8K2026-10-14
Allen Mooney & Barnes Investment Advisors LLC
NEW5,900—+5,900——$274.3K—2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED5,9005,516+384+7%$299.0K$274.3K-$24.7K2026-10-14
Mosley Wealth Management
UNCHANGED5,8835,88300%$318.9K$275.5K-$43.4K2026-10-16
Nwam LLC
INCREASED5,8724,049+1,823+45%$219.5K$273.0K+$53.5K2026-11-09
Genesis Private Wealth, LLC
UNCHANGED5,8635,86300%$317.8K$272.6K-$45.3K2026-11-02
Washington Trust Co
DECREASED5,8556,499-644-10%$352.3K$272.2K-$80.1K2026-10-22
SAX Wealth Advisors, LLC
INCREASED5,7935,713+80+1%$309.3K$269.3K-$40.0K2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED5,7785,77800%$313.2K$268.6K-$44.6K2026-10-21
First Nebraska Trust Co
DECREASED5,7755,815-40-1%$315.2K$268.5K-$46.8K2026-10-30
Valeo Financial Advisors, LLC
INCREASED5,7355,596+139+2%$303.4K$266.6K-$36.7K2026-10-08
Flagship Harbor Advisors, LLC
DECREASED5,7267,931-2,205-28%$429.9K$266.2K-$163.7K2026-10-26
Client 1ST Advisory Group, LLC
UNCHANGED5,7195,71900%$310.0K$265.9K-$44.2K2026-10-19
Summit Asset Management, LLC
INCREASED5,7185,544+174+3%$300.5K$265.8K-$34.7K2026-11-05
KRS Capital Management, LLC
DECREASED5,7075,782-75-1%$313.4K$265.3K-$48.1K2026-10-16
GW Henssler & Associates LTD
INCREASED5,6635,173+490+9%$280.4K$263.3K-$17.2K2026-10-26
Beese Fulmer Investment Management, Inc.
DECREASED5,6576,144-487-8%$333.0K$263.0K-$70.0K2026-10-23
Swiss RE LTD
INCREASED5,6373,427+2,210+64%$185.8K$262.6K+$76.9K2026-11-06
Magnus Financial Group LLC
UNCHANGED5,5765,57600%$302.3K$259.2K-$43.0K2026-10-21
Tandem Capital Management Corp
INCREASED5,5255,375+150+3%$291.4K$256.9K-$34.5K2026-10-22
Biltmore Family Office, LLC
UNCHANGED5,5215,52100%$299.3K$256.7K-$42.6K2026-11-03
Golden State Wealth Management, LLC
INCREASED5,5095,508+1+0%$298.6K$256.1K-$42.5K2026-11-02
J.M. Arbour, LLC
INCREASED5,5015,194+307+6%$281.6K$255.7K-$25.8K2026-11-05
Dillon & Associates Inc
INCREASED5,4875,337+150+3%$288.0K$252-$287.7K2026-10-22
Camelot Portfolios, LLC
UNCHANGED5,4595,45900%$295.9K$253.8K-$42.1K2026-11-09
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED5,4405,44000%$294.9K$252.9K-$42.0K2026-10-16
Brown Miller Wealth Management, LLC
UNCHANGED5,4095,40900%$293.2K$251.5K-$41.8K2026-11-02
Taylor Financial Group, Inc.
UNCHANGED5,3795,37900%$291.6K$250.2K-$41.4K2026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED5,3295,32900%$288.9K$247.7K-$41.1K2026-10-23
Smith Chas P & Associates PA Cpas
INCREASED5,3255,289+36+1%$286.7K$256.1K-$30.6K2026-10-22
Independent Wealth Network Inc.
INCREASED5,3155,015+300+6%$271.9K$247.1K-$24.8K2026-10-19
Chicago Capital, LLC
UNCHANGED5,3065,30600%$287.6K$246.7K-$41.0K2026-10-13
3Chopt Investment Partners, LLC
INCREASED5,2944,310+984+23%$233.6K$246.1K+$12.5K2026-10-30
Cross Staff Investments Inc
UNCHANGED5,2645,26400%$285.4K$244.7K-$40.6K2026-10-22
Nicholas Hoffman & Company, Llc.
UNCHANGED5,2365,23600%$283.8K$243.4K-$40.4K2026-10-30
Platform Technology Partners
UNCHANGED5,2185,21800%$282.9K$243.2K-$39.8K2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED5,1785,060+118+2%$274.3K$240.7K-$33.6K2026-10-29
Howard Financial Services, Ltd.
UNCHANGED5,1345,13400%$278.3K$238.7K-$39.6K2026-10-15
Purkiss Capital Advisors LLC
INCREASED5,1315,123+8+0%$277.7K$238.6K-$39.1K2026-11-06
Associated Banc-Corp
INCREASED5,1304,991+139+3%$270.6K$238.5K-$32.1K2026-10-30
Schnieders Capital Management, Llc.
UNCHANGED5,1005,10000%$276.5K$237.6K-$38.9K2026-11-09
Pettinga Financial Advisors LLC
UNCHANGED5,0385,03800%$273.1K$234.2K-$38.9K2026-10-13
Investors Asset Management of Georgia Inc
UNCHANGED5,0265,02600%$272.5K$233.7K-$38.8K2026-10-20
Heritage Wealth Advisors
UNCHANGED5,0115,01100%$271.6K$233.0K-$38.7K2026-11-09
Investment Partners Asset Management, Inc.
UNCHANGED4,9974,99700%$270.9K$232.3K-$38.6K2026-10-09
Asset Planning,Inc
UNCHANGED4,9824,98200%$270.1K$231.6K-$38.5K2026-10-26
NWF Advisory Services Inc.
INCREASED4,9754,944+31+1%$268.0K$231.8K-$36.2K2026-10-19
Waterfront Wealth Inc.
INCREASED4,9534,169+784+19%$227.9K$237.0K+$9.1K2026-11-03
Manchester Financial Inc
UNCHANGED4,9314,93100%$267.3K$229.2K-$38.1K2026-10-15
BankPlus Wealth Management LLC
UNCHANGED4,9244,92400%$266.9K$228.9K-$38.0K2026-10-13
Interchange Capital Partners, LLC
DECREASED4,9215,311-390-7%$287.9K$229.2K-$58.7K2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED4,9204,932-120%$267.4K$229.2K-$38.2K2026-11-03
Hengehold Capital Management LLC
INCREASED4,9124,787+125+3%$259.5K$228.4K-$31.1K2026-10-16
Calamos Wealth Management LLC
INCREASED4,8864,076+810+20%$221.0K$227.2K+$6.2K2026-11-02
Highland Capital Management, LLC
INCREASED4,8524,801+51+1%$260.3K$225.6K-$34.7K2026-10-26
Capital Management Associates, Inc
INCREASED4,8254,235+590+14%$229.6K$224.3K-$5.3K2026-10-20
Convergence Financial, LLC
DECREASED4,8179,604-4,787-50%$520.6K$223.9K-$296.7K2026-10-27
Burford Brothers, Inc.
UNCHANGED4,7894,78900%$259.6K$222.6K-$37.0K2026-10-21
Virtue Capital Management, LLC
DECREASED4,7774,789-120%$259.6K$222.1K-$37.5K2026-10-29
Valtinson Bruner Financial Planning LLC
INCREASED4,7734,669+104+2%$253.1K$221.9K-$31.2K2026-11-02
Woodley Farra Manion Portfolio Management Inc
UNCHANGED4,7414,74100%$257.0K$220.4K-$36.6K2026-11-05
Root Financial Partners, LLC
DECREASED4,7365,024-288-6%$272.4K$220.2K-$52.2K2026-10-21
Bedel Financial Consulting, Inc.
UNCHANGED4,7254,72500%$256.1K$219.7K-$36.5K2026-11-06
Forum Financial Management, LP
INCREASED4,6924,496+196+4%$243.7K$218.1K-$25.6K2026-10-16
CFS Investment Advisory Services, LLC
NEW4,685—+4,685——$218.0K—2026-10-19
North Star Investment Management Corp.
INCREASED4,6844,683+1+0%$253.9K$217.8K-$36.1K2026-10-27
Verus Capital Partners, LLC
DECREASED4,6824,799-117-2%$260.2K$217.7K-$42.5K2026-11-03
Earned Wealth Advisors, LLC
DECREASED4,6784,807-129-3%$260.6K$217.5K-$43.1K2026-11-06
Indivisible Partners
NEW4,666—+4,666——$216.9K—2026-10-26
Duncker Streett & Co Inc
UNCHANGED4,6524,65200%$252.2K$216.3K-$35.9K2026-10-27
Yousif Capital Management, LLC
INCREASED4,6393,834+805+21%$207.8K$215.7K+$7.8K2026-10-22
Avail Investment Partners, LLC
DECREASED4,6284,691-63-1%$254.3K$215.2K-$39.1K2026-10-16
Sanders Morris Harris LLC
NEW4,623—+4,623——$215.9K—2026-10-14
Fairvoy Private Wealth, LLC
INCREASED4,6064,571+35+1%$247.8K$214.1K-$33.7K2026-10-19
Independence Bank of Kentucky
UNCHANGED4,5844,58400%$248.5K$213.1K-$35.4K2026-10-26
BIP Wealth, LLC
DECREASED4,5706,156-1,586-26%$333.7K$212.5K-$121.2K2026-10-22
Sollinda Capital Management LLC
NEW4,547—+4,547——$211.4K—2026-11-09
DDD Partners, LLC
UNCHANGED4,5464,54600%$246.4K$211.3K-$35.1K2026-11-02
Arbor Investment Advisors, LLC
DECREASED4,5314,896-365-7%$265.4K$210.6K-$54.8K2026-10-26
Lloyd Advisory Services, Llc.
DECREASED4,5244,525-10%$245.3K$210.3K-$35.0K2026-11-02
Koenig Investment Advisory, LLC
UNCHANGED4,5004,50000%$243.9K$209.2K-$34.7K2026-10-09
Mallini Complete Financial Planning LLC
UNCHANGED4,4794,47900%$242.8K$208.2K-$34.6K2026-10-06
Texas Bank & Trust Co
DECREASED4,4764,524-48-1%$245.2K$208.1K-$37.2K2026-11-04
D.B. Root & Company, LLC
INCREASED4,4544,281+173+4%$232.1K$207.1K-$25.0K2026-11-04
Banque de Luxembourg S.A.
DECREASED4,4456,000-1,555-26%$325.3K$206.6K-$118.7K2026-10-14
Coastline Trust Co
UNCHANGED4,4114,41100%$239.1K$205.1K-$34.1K2026-10-01
Alchemi Wealth, LLC
DECREASED4,4034,478-75-2%$242.8K$204.7K-$38.1K2026-11-04
Integras Partners LLC
UNCHANGED4,3684,36800%$236.8K$203.1K-$33.7K2026-10-30
Gratus Wealth Advisors, LLC
DECREASED4,3294,391-62-1%$238.0K$201.3K-$36.8K2026-10-26
Sunpointe, LLC
DECREASED4,32710,640-6,313-59%$576.8K$201.2K-$375.6K2026-10-22
Burke & Herbert Bank & Trust Co
DECREASED4,3204,322-20%$234.3K$200.8K-$33.5K2026-11-02
Cromwell Holdings LLC
UNCHANGED4,2924,29200%$232.7K$199.5K-$33.1K2026-10-28
1620 Investment Advisors, Inc.
INCREASED4,2833,892+391+10%$211.0K$199.1K-$11.9K2026-11-04
Latitude Advisors, LLC
INCREASED4,2304,224+6+0%$229.0K$196.7K-$32.3K2026-10-27
Kimelman & Baird, LLC
UNCHANGED4,2204,22000%$228.8K$196.2K-$32.6K2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED3,7783,77800%$204.8K$204.8K$02026-10-13
Archer Investment Corp
INCREASED3,7432,016+1,727+86%$109.3K$174.0K+$64.7K2026-11-05
CNB Bank
DECREASED3,6973,782-85-2%$205.0K$171.9K-$33.1K2026-11-09
Southern Michigan Bank & Trust
DECREASED3,6693,727-58-2%$202.0K$170.6K-$31.5K2026-10-19
Holos Integrated Wealth LLC
UNCHANGED3,6493,64900%$200.9K$171.9K-$28.9K2026-10-23
Motco
INCREASED3,6332,603+1,030+40%$141.1K$168.9K+$27.8K2026-11-09
Dakota Community Bank & Trust NA
UNCHANGED3,6273,62700%$196.6K$168.6K-$28.0K2026-10-09
Gamma Investing LLC
INCREASED3,6053,056+549+18%$165.7K$167.6K+$1.9K2026-10-08
Nfsg Corp
INCREASED3,5843,526+58+2%$191.2K$166.6K-$24.5K2026-10-15
Essential Investment Partners LLC
NEW3,561—+3,561——$165.6K—2026-10-27
Rossby Financial, LCC
INCREASED3,411599+2,812+469%$32.5K$158.6K+$126.1K2026-11-05
Centennial Bank
DECREASED3,3873,797-410-11%$205.8K$157.5K-$48.4K2026-11-09
Knights of Columbus Asset Advisors LLC
DECREASED3,3804,320-940-22%$234.2K$157.1K-$77.1K2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
DECREASED3,2403,600-360-10%$195.2K$151.0K-$44.2K2026-10-29
Country Trust Bank
INCREASED3,2022,438+764+31%$132.2K$148.9K+$16.7K2026-10-30
Avion Wealth
UNCHANGED3,1703,17000%$171.0K$147.0K-$24.0K2026-11-04
Munich Reinsurance Co Stock Corp in Munich
INCREASED3,0792,156+923+43%$116.9K$143.5K+$26.6K2026-10-30
Bank of New Hampshire
UNCHANGED3,0623,06200%$166.0K$142.4K-$23.6K2026-10-06
Washington Trust Advisors, Inc.
UNCHANGED3,0603,06000%$165.9K$142.3K-$23.6K2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED3,0413,018+23+1%$95.1K$76.1K-$19.0K2026-11-04
Retirement Wealth Solutions LLC
INCREASED3,00022+2,978+13536%$1.2K$139.5K+$138.3K2026-10-07
Roble, Belko & Company, Inc
UNCHANGED2,9732,97300%$161.0K$138.0K-$23.0K2026-11-09
Oakworth Capital, Inc.
INCREASED2,8162,721+95+3%$146.9K$130.9K-$16.0K2026-10-26
American National Bank & Trust
DECREASED2,8003,800-1,000-26%$206.0K$130.2K-$75.8K2026-10-07
Alerus Financial NA
DECREASED2,7232,831-108-4%$153.5K$126.6K-$26.9K2026-11-09
Rosenberg Matthew Hamilton
DECREASED2,7062,766-60-2%$149.9K$125.8K-$24.1K2026-10-05
Virtus Advisers, LLC
UNCHANGED2,6682,66800%$205.2K$176.5K-$28.7K2026-11-09
CX Institutional
UNCHANGED2,5022,50200%$136$116.0K+$115.9K2026-10-02
Bayban
UNCHANGED2,4762,47600%$134.2K$134.2K$02026-11-05
Morse Asset Management, Inc
UNCHANGED2,4502,45000%$132.8K$114.2K-$18.7K2026-11-09
Horizon Financial Services, LLC
UNCHANGED2,4032,40300%$130.3K$111.7K-$18.6K2026-11-04
Adirondack Trust Co
DECREASED2,3062,384-78-3%$129.2K$107.2K-$22.0K2026-10-14
N.E.W. Advisory Services LLC
INCREASED2,2551,282+973+76%$69.5K$104.9K+$35.3K2026-11-09
Indiana Trust & Investment Management Co
UNCHANGED2,1422,14200%$116.1K$99.6K-$16.5K2026-10-22
Evolution Wealth Management Inc.
INCREASED2,0311,881+150+8%$102.0K$94.4K-$7.5K2026-10-28
First Community Trust NA
NEW2,004—+2,004——$93.2K—2026-10-07
Knuff & Co LLC
DECREASED2,0002,600-600-23%$140.9K$93.0K-$48.0K2026-11-06
Spire Wealth Management
DECREASED1,8752,470-595-24%$133.9K$87.2K-$46.7K2026-10-30
Mcdonald Partners LLC
UNCHANGED1,8601,86000%$100.8K$86.5K-$14.4K2026-11-03
Trust Co
INCREASED1,7761,611+165+10%$87.3K$82.6K-$4.8K2026-10-09
Financial Perspectives, Inc
UNCHANGED1,7641,76400%$95.6K$82.0K-$13.6K2026-11-03
Key FInancial Inc
UNCHANGED1,6491,64900%$89.4K$76.8K-$12.6K2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED1,6431,769-126-7%$95.9K$76.4K-$19.5K2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED1,6111,61100%$87.3K$74.9K-$12.4K2026-10-28
Cullen T Bankers, Inc.
INCREASED1,580302+1,278+423%$16.4K$73.5K+$57.1K2026-10-28
Valley National Advisers Inc
DECREASED1,5071,707-200-12%$92.5K$70.1K-$22.5K2026-10-23
Chilton Capital Management LLC
UNCHANGED1,5001,50000%$81.3K$69.7K-$11.6K2026-10-28
Alpine Bank Wealth Management
UNCHANGED1,4921,49200%$80.9K$69.4K-$11.5K2026-10-16
Provenance Wealth Advisors, LLC
NEW1,448—+1,448——$67.3K—2026-10-30
TFC Financial Management, Inc.
DECREASED1,4462,058-612-30%$111.6K$67.2K-$44.3K2026-10-26
Next Level Wealth Planning, LLC
NEW1,400—+1,400——$65.1K—2026-10-29
Westside Investment Management, Inc.
UNCHANGED1,3661,36600%$74.1K$63.2K-$10.8K2026-11-02
Burkett Financial Services, LLC
UNCHANGED1,3621,36200%$73.8K$63.3K-$10.5K2026-10-01
Community Bank, N.A.
UNCHANGED1,3491,34900%$73.1K$62.7K-$10.4K2026-11-06
Tounjian Advisory Partners, LLC
INCREASED1,3461,330+16+1%$72.1K$62.6K-$9.5K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED1,3281,176+152+13%$63.8K$61.7K-$2.0K2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED1,2961,29600%$70.3K$60.4K-$9.9K2026-11-03
Asset Dedication, LLC
INCREASED1,2341,058+176+17%$57.4K$57.4K+$312026-11-03
Creative Financial Designs Inc
INCREASED1,2141,209+5+0%$65.6K$56.5K-$9.1K2026-11-04
Vision Financial Markets LLC
UNCHANGED1,2111,21100%$64.5K$55.9K-$8.6K2026-10-22
Nisa Investment Advisors, LLC
INCREASED1,1731,102+71+6%$59.7K$54.5K-$5.2K2026-10-20
Security National Bank
UNCHANGED1,1721,17200%$63.5K$54.5K-$9.0K2026-10-26
Beacon Financial Strategies Corp
UNCHANGED1,1661,16600%$63.2K$54.2K-$9.0K2026-10-14
Murphy & Mullick Capital Management Corp
UNCHANGED1,1631,16300%$63.0K$54.1K-$9.0K2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED1,149613+536+87%$33.2K$53.6K+$20.3K2026-10-27
Financial Network Wealth Advisors LLC
INCREASED1,1431,032+111+11%$55.9K$53.1K-$2.8K2026-10-28
Balance Wealth Partners LLC
NEW1,131—+1,131——$52.6K—2026-10-27
GHP Investment Advisors, Inc.
INCREASED1,1221,098+24+2%$59.5K$52.2K-$7.3K2026-10-15
Buck Wealth Strategies, LLC
INCREASED1,1221,117+5+0%$60.6K$52.2K-$8.4K2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED1,1021,10200%$59.7K$51.2K-$8.5K2026-10-27
Nemes Rush Group LLC
DECREASED1,1001,144-44-4%$62.0K$51.1K-$10.9K2026-11-04
Byrne Asset Management LLC
UNCHANGED1,1001,10000%$59.6K$50.9K-$8.7K2026-10-06
Bradley & Co. Private Wealth Management, LLC
UNCHANGED1,0891,08900%$59.0K$50.6K-$8.4K2026-10-23
Cypress Capital Management LLC (WY)
UNCHANGED1,0781,07800%$58.4K$50.1K-$8.3K2026-11-09
JFS Wealth Advisors, LLC
INCREASED1,004829+175+21%$44.9K$46.7K+$1.7K2026-11-03
SJS Investment Consulting Inc.
INCREASED1,001844+157+19%$45.8K$46.5K+$7832026-10-26
Birch Financial Group, LLC
NEW998—+998——$46.4K—2026-10-27
Blume Capital Management, Inc.
UNCHANGED99599500%$53.9K$46.3K-$7.7K2026-10-26
Elyxium Wealth, LLC
NEW988—+988——$45.9K—2026-10-27
Gen-Wealth Partners Inc
UNCHANGED94394300%$51.1K$43.8K-$7.3K2026-11-04
Darwin Wealth Management, LLC
INCREASED942932+10+1%$50.5K$43.8K-$6.7K2026-11-09
Triumph Capital Management
DECREASED9381,103-165-15%$59.8K$43.6K-$16.2K2026-10-14
Planning Strategies Inc.
UNCHANGED88988900%$48.2K$41.3K-$6.9K2026-10-02
Salomon & Ludwin, LLC
DECREASED878886-8-1%$47.2K$40.8K-$6.4K2026-10-29
Arlington Trust Co LLC
INCREASED865500+365+73%$27.1K$40.2K+$13.1K2026-10-20
Financial Management Professionals, Inc.
DECREASED860942-82-9%$51.1K$40.0K-$11.1K2026-10-23
Sarver Vrooman Wealth Advisors
UNCHANGED78678600%$42.0K$36.5K-$5.5K2026-10-01
New England Capital Financial Advisors LLC
DECREASED7851,285-500-39%$69.7K$36.5K-$33.2K2026-11-03
Concord Wealth Partners
DECREASED785788-30%$42.7K$36.5K-$6.2K2026-11-02
Manchester Capital Management LLC
UNCHANGED77777700%$42.1K$36.1K-$6.0K2026-10-22
Birchwood Financial Partners, Inc.
UNCHANGED77577500%$42.0K$36.0K-$6.0K2026-11-02
DT Investment Partners, LLC
UNCHANGED75375300%$40.8K$35.0K-$5.8K2026-10-27
Center for Financial Planning, Inc.
UNCHANGED69569500%$37.7K$32.3K-$5.4K2026-10-26
Highline Wealth Partners LLC
DECREASED688957-269-28%$51.9K$32.0K-$19.9K2026-10-19
Rydar Equities, Inc.
NEW667—+667——$30.6K—2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED66566500%$36.1K$30.9K-$5.2K2026-10-14
Gables Capital Management Inc.
UNCHANGED64864800%$35.1K$30.1K-$5.0K2026-11-04
Parkside Financial Bank & Trust
INCREASED645629+16+3%$34.1K$30.0K-$4.1K2026-10-27
Clark Wealth Partners
UNCHANGED64264200%$34.8K$29.8K-$5.0K2026-10-19
Smithfield Trust Co
UNCHANGED63663600%$35$29-$62026-11-09
CGC Financial Services, LLC
UNCHANGED61361300%$33.2K$28.5K-$4.7K2026-10-13
Inspire Investing, LLC
UNCHANGED61161100%$33.1K$28.4K-$4.7K2026-10-22
Hager Investment Management Services, LLC
DECREASED605777-172-22%$42.1K$28.1K-$14.0K2026-11-04
Quintet Private Bank (Europe) S.A.
INCREASED600300+300+100%$16.3K$28.0K+$11.7K2026-10-08
Godsey & Gibb, Inc
UNCHANGED59759700%$32.4K$27.8K-$4.6K2026-10-14
DeDora Capital, Inc.
NEW590—+590——$27.4K—2026-10-26
Signature Equity Partners, LLC
INCREASED588102+486+476%$5.5K$27.3K+$21.8K2026-10-29
Nova Financial LLC
NEW579—+579——$26.9K—2026-11-04
Boyd Watterson Asset Management LLC
UNCHANGED56456400%$30.6K$26.2K-$4.4K2026-11-06
J. R. Prunier Capital Management LLC
UNCHANGED55255200%$29.9K$25.7K-$4.3K2026-11-09
Financial Consulate, Inc
DECREASED538615-77-13%$33.3K$25.0K-$8.3K2026-10-23
GK Wealth Management LLC
NEW536—+536——$24.9K—2026-10-09
Citizens National Bank Trust Department
UNCHANGED53653600%$29.0K$24.9K-$4.1K2026-11-04
Barrett & Company, Inc.
UNCHANGED51151100%$27.7K$23.8K-$3.9K2026-10-22
Gilpin Wealth Management, LLC
DECREASED502522-20-4%$28.3K$23.3K-$5.0K2026-10-09
Vermillion Wealth Management, Inc.
DECREASED500636-136-21%$34.5K$23.2K-$11.2K2026-10-26
Bare Financial Services, Inc
INCREASED500437+63+14%$23.7K$23.2K-$4442026-11-04
High Note Wealth, LLC
INCREASED491151+340+225%$8.2K$22.8K+$14.6K2026-10-27
Tower Trust & Investment Co
UNCHANGED46246200%$25.0K$21.5K-$3.6K2026-10-28
Strive Financial Group,LLC
NEW454—+454——$21.1K—2026-11-09
Quest 10 Wealth Builders, Inc.
INCREASED441440+1+0%$23.9K$20.5K-$3.4K2026-11-02
Wolff Wiese Magana LLC
UNCHANGED44044000%$23.9K$20.5K-$3.4K2026-10-15
Northstar Asset Management Co
UNCHANGED42542500%$24.2K$20.4K-$3.8K2026-10-22
Valued Wealth Advisors LLC
NEW421—+421——$19.6K—2026-11-05
PFS Partners, LLC
INCREASED404403+1+0%$21.8K$18.8K-$3.1K2026-10-21
Canton Hathaway, LLC
UNCHANGED40040000%$21.7K$18.6K-$3.1K2026-10-23
Advocate Investing Services LLC
INCREASED399394+5+1%$21.4K$18.5K-$2.8K2026-10-26
Abound Wealth Management
INCREASED390303+87+29%$16.4K$18.1K+$1.7K2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED38838800%$21.0K$18.0K-$3.0K2026-10-23
Capital Advisors, Ltd. LLC
UNCHANGED37937900%$21$18-$32026-10-27
Ares Financial Consulting, LLC
INCREASED374369+5+1%$20.0K$17.4K-$2.6K2026-10-19
First Command Advisory Services, Inc.
INCREASED353351+2+1%$19.0K$16.4K-$2.6K2026-11-05
Private Wealth Management Group, LLC
NEW334—+334——$15.5K—2026-10-19
Ashton Thomas Securities, LLC
NEW323—+323——$15.1K—2026-10-26
City Holding Co
DECREASED313649-336-52%$35.2K$14.6K-$20.6K2026-10-19
Princeton Global Asset Management LLC
UNCHANGED30030000%$16.3K$13.9K-$2.3K2026-10-21
Bullock Wealth Management Group
UNCHANGED29829800%$15.9K$13.8K-$2.1K2026-10-09
Ulland Investment Advisors, LLC
UNCHANGED29529500%$16$14-$22026-10-13
True Wealth Design, LLC
INCREASED279262+17+6%$14.2K$13.0K-$1.2K2026-10-13
Tidemark, LLC
UNCHANGED27027000%$14.6K$12.6K-$2.1K2026-11-09
Three Bridge Wealth Advisors, LLC
NEW268—+268——$12.5K—2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2621,338-1,076-80%$72.5K$12.2K-$60.4K2026-10-14
Richardson Capital Management LLC
NEW258—+258——$12.0K—2026-10-23
Winch Advisory Services, LLC
INCREASED257254+3+1%$13.8K$12.0K-$1.8K2026-11-06
Addison Advisors LLC
UNCHANGED25725700%$13.9K$11.9K-$2.0K2026-11-06
Richardson Financial Services Inc.
UNCHANGED24624600%$13.3K$11.4K-$1.9K2026-10-30
Monetary Solutions, Ltd
UNCHANGED22822800%$12.4K$10.6K-$1.8K2026-10-22
Albion Financial Group
DECREASED207238-31-13%$12.9K$9.6K-$3.3K2026-10-21
First Pacific Financial
UNCHANGED20720700%$11.2K$9.6K-$1.6K2026-10-14
Putney Financial Group LLC
NEW200—+200——$9.3K—2026-10-30
NorthAvenue LLC
UNCHANGED19619600%$10.6K$9.1K-$1.5K2026-10-29
Fairway Wealth LLC
NEW188—+188——$8.7K—2026-10-30
Grove Bank & Trust
UNCHANGED18518500%$10.0K$8.6K-$1.4K2026-10-08
First Bancorp, Inc
INCREASED181141+40+28%$7.6K$8.4K+$7712026-10-26
Miller Global Investments, LLC
UNCHANGED17817800%$9.6K$8.3K-$1.4K2026-10-02
Blue Bell Private Wealth Management, LLC
UNCHANGED17617600%$9.5K$8.2K-$1.4K2026-10-29
Main Street Group, LTD
UNCHANGED17017000%$9.2K$7.9K-$1.3K2026-10-28
Bell Investment Advisors, Inc
UNCHANGED15715700%$8.5K$7.3K-$1.2K2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED15015000%$8.1K$7.0K-$1.2K2026-10-16
Ascentis Wealth Management, LLC
NEW147—+147——$6.8K—2026-11-03
West Paces Advisors Inc.
UNCHANGED13413400%$7.3K$6.2K-$1.0K2026-10-13
Lodestone Wealth Management LLC
INCREASED128101+27+27%$5.5K$5.9K+$4572026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED12012000%$6.5K$5.6K-$9272026-10-20
Community Financial Services Group, LLC
UNCHANGED11911900%$6.3K$5.5K-$8362026-10-15
Montgomery Financial Services LLC
UNCHANGED11311300%$6.1K$5.3K-$8732026-11-03
Curat Global, LLC
INCREASED108107+1+1%$5.8K$5.0K-$7692026-10-26
Rothwell Investment Advisors, LLC
NEW107—+107——$5.0K—2026-11-06
First Financial Corp
UNCHANGED10010000%$5.4K$4.6K-$7722026-10-13
Hurley Capital, LLC
UNCHANGED10010000%$5.4K$4.6K-$7722026-11-05
POM Investment Strategies, LLC
UNCHANGED989800%$5.3K$4.6K-$7572026-10-20
Navigoe, LLC
UNCHANGED777700%$4$3-$12026-11-04
Nvest Wealth Strategies, Inc.
DECREASED7581-6-7%$4.4K$3.5K-$9052026-10-14
Acumen Wealth Advisors, LLC
NEW73—+73——$3.4K—2026-11-05
Wilkerson Advisory Group LLC
UNCHANGED737300%$4.0K$3.4K-$5632026-10-20
WPG Advisers, LLC
UNCHANGED585800%$3.1K$2.7K-$4482026-10-27
Gleason Group, Inc.
DECREASED551,589-1,534-97%$86.2K$2.5K-$83.6K2026-10-15
DecisionPoint Financial, LLC
UNCHANGED545400%$2.9K$2.5K-$3792026-10-27
Hughes Financial Services, LLC
NEW53—+53——$2.6K—2026-10-30
Piscataqua Savings Bank
UNCHANGED535300%$2.9K$2.5K-$4092026-10-21
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED454500%$2.4K$2.1K-$3472026-10-28
Fairscale Capital, LLC
UNCHANGED414100%$2.2K$2.0K-$1952026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED404000%$2.2K$1.9K-$3092026-10-23
Eurizon Capital SGR S.p.A.
UNCHANGED373700%$2.0K$1.7K-$2862026-11-06
Dogwood Wealth Management LLC
UNCHANGED353500%$1.9K$1.6K-$2702026-11-09
Mountain Hill Investment Partners Corp.
INCREASED3029+1+3%$1.6K$1.4K-$2072026-10-23
Livelsberger Financial Advisory
NEW25—+25——$1.2K—2026-10-28
Cedar Mountain Advisors, LLC
UNCHANGED252500%$1.4K$1.2K-$1932026-10-15
MV Capital Management, Inc.
DECREASED2284-62-74%$4.6K$1.0K-$3.5K2026-10-29
Breakwater Investment Management
NEW18—+18——$837—2026-10-20
Your Advocates Ltd., LLP
UNCHANGED121200%$651$558-$932026-11-03
Accordant Advisory Group Inc
UNCHANGED6600%$326$279-$472026-10-29
Rakuten Securities, Inc.
UNCHANGED2200%$108$93-$152026-11-02
GFS Advisors, LLC
CLOSED0223,907-223,907-100%$82.7K$0-$82.7K2026-11-03
Jcic Asset Management Inc.
CLOSED0198,974-198,974-100%$10.8M$0-$10.8M2026-10-30
Ausbil Investment Management Ltd
CLOSED090,435-90,435-100%$4.9M$0-$4.9M2026-10-08
Simplex Trading, LLC
CLOSED066,457-66,457-100%$3.6M$0-$3.6M2026-11-04
Lockheed Martin Investment Management Co
CLOSED061,500-61,500-100%$3.3M$0-$3.3M2026-11-04
LFG Wealth Partners, LLC
CLOSED034,310-34,310-100%$1.9M$0-$1.9M2026-10-28
Wellington Shields & Co., LLC
CLOSED022,889-22,889-100%$1.2M$0-$1.2M2026-11-03
Acadian Asset Management LLC
CLOSED021,570-21,570-100%$1.2M$0-$1.2M2026-11-09
Wellington Shields Capital Management, LLC
CLOSED017,485-17,485-100%$948.0K$0-$948.0K2026-11-03
Squarepoint Ops LLC
CLOSED015,734-15,734-100%$852.9K$0-$852.9K2026-11-09
Garton & Associates Financial Advisors LLC
CLOSED015,465-15,465-100%$838.4K$0-$838.4K2026-10-30
Caitong International Asset Management Co., Ltd
CLOSED012,815-12,815-100%$694.7K$0-$694.7K2026-10-29
Cordatus Wealth Management LLC
CLOSED010,852-10,852-100%$588.3K$0-$588.3K2026-10-19
InTrack Investment Management Inc
CLOSED09,558-9,558-100%$518.1K$0-$518.1K2026-10-15
William John Sempolinski
CLOSED07,500-7,500-100%$406.6K$0-$406.6K2026-10-20
Teamwork Financial Advisors, LLC
CLOSED06,986-6,986-100%$378.7K$0-$378.7K2026-10-19
KPP Advisory Services LLC
CLOSED06,438-6,438-100%$349.0K$0-$349.0K2026-10-26
Plan Group Financial, LLC
CLOSED05,283-5,283-100%$286.4K$0-$286.4K2026-10-22
Invested Advisors
CLOSED05,082-5,082-100%$275.5K$0-$275.5K2026-10-23
Garrison Bradford & Associates Inc
CLOSED04,920-4,920-100%$266.7K$0-$266.7K2026-10-27
Fulcrum Equity Management
CLOSED04,810-4,810-100%$260.8K$0-$260.8K2026-10-21
Maia Wealth LLC
CLOSED04,663-4,663-100%$252.8K$0-$252.8K2026-10-19
King Luther Capital Management Corp
CLOSED04,660-4,660-100%$252.6K$0-$252.6K2026-11-05
55 North Private Wealth, LLC
CLOSED04,633-4,633-100%$251.2K$0-$251.2K2026-10-20
Riversedge Advisors, LLC
CLOSED04,632-4,632-100%$251.1K$0-$251.1K2026-10-09
Catalyst Financial Partners LLC
CLOSED04,570-4,570-100%$247.7K$0-$247.7K2026-11-06
Norway Savings Bank
CLOSED04,483-4,483-100%$243.0K$0-$243.0K2026-10-20
Bernicke Wealth Management, Ltd.
CLOSED04,471-4,471-100%$242.4K$0-$242.4K2026-11-06
Tcfg Investment Advisors, LLC
CLOSED04,431-4,431-100%$240.2K$0-$240.2K2026-10-20
Tempo Wealth, LLC
CLOSED04,261-4,261-100%$231.0K$0-$231.0K2026-10-14
Regatta Capital Group, LLC
CLOSED04,249-4,249-100%$230.4K$0-$230.4K2026-10-23
Novem Group
CLOSED04,231-4,231-100%$229.3K$0-$229.3K2026-10-19
Voisard Asset Management Group, Inc.
CLOSED04,199-4,199-100%$227.6K$0-$227.6K2026-10-13
Successful Portfolios LLC
CLOSED04,182-4,182-100%$228.4K$0-$228.4K2026-10-09
Tempus Wealth Planning, LLC
CLOSED04,133-4,133-100%$224.1K$0-$224.1K2026-10-14
Simplicity Wealth,LLC
CLOSED04,072-4,072-100%$220.7K$0-$220.7K2026-10-23
Oak Grove Capital LLC
CLOSED04,050-4,050-100%$219.6K$0-$219.6K2026-10-09
SeaCrest Wealth Management, LLC
CLOSED04,036-4,036-100%$218.8K$0-$218.8K2026-10-21
Capital Asset Advisory Services LLC
CLOSED04,033-4,033-100%$218.6K$0-$218.6K2026-10-30
Benin Management Corp
CLOSED04,020-4,020-100%$217.9K$0-$217.9K2026-10-22
True North Advisors, LLC
CLOSED03,968-3,968-100%$215.1K$0-$215.1K2026-10-22
First Business Financial Services, Inc.
CLOSED03,946-3,946-100%$213.9K$0-$213.9K2026-10-29
Abner Herrman & Brock LLC
CLOSED03,936-3,936-100%$213$0-$2132026-10-20
Certified Advisory Corp
CLOSED03,924-3,924-100%$212.7K$0-$212.7K2026-10-29
Sunbeam Capital Management, LLC
CLOSED03,888-3,888-100%$210.8K$0-$210.8K2026-11-05
Lowe Brockenbrough & Co Inc
CLOSED03,850-3,850-100%$208.7K$0-$208.7K2026-11-09
Lifetime Wealth Management P.C.
CLOSED03,850-3,850-100%$208.7K$0-$208.7K2026-10-29
Steel Grove Capital Advisors, LLC
CLOSED03,831-3,831-100%$207.7K$0-$207.7K2026-10-13
Argus Investors' Counsel, Inc.
CLOSED03,776-3,776-100%$204.7K$0-$204.7K2026-10-09
Uhlmann Price Securities, LLC
CLOSED03,763-3,763-100%$204.0K$0-$204.0K2026-11-03
Walled Lake Planning & Wealth Management, LLC
CLOSED03,745-3,745-100%$203.0K$0-$203.0K2026-10-29
CRA Financial Services, LLC
CLOSED03,713-3,713-100%$201.3K$0-$201.3K2026-10-16
SYM Financial Corp
CLOSED03,705-3,705-100%$200.8K$0-$200.8K2026-10-26
5th Street Advisors, LLC
CLOSED03,700-3,700-100%$200.6K$0-$200.6K2026-11-04
MCF Advisors LLC
CLOSED03,078-3,078-100%$166.9K$0-$166.9K2026-10-28
Tompkins Financial Corp
CLOSED03,000-3,000-100%$162.6K$0-$162.6K2026-10-05
Institute for Wealth Management, Llc.
CLOSED02,223-2,223-100%$120.5K$0-$120.5K2026-11-06
Founders Capital Management
CLOSED02,222-2,222-100%$120.5K$0-$120.5K2026-10-13
Bay Harbor Wealth Management, LLC
CLOSED02,000-2,000-100%$108.4K$0-$108.4K2026-11-03
Sterling Capital Management LLC
CLOSED0996-996-100%$54.0K$0-$54.0K2026-10-22
Meramec Financial Planners, LLC
CLOSED0843-843-100%$46.7K$0-$46.7K2026-11-09
William B. Walkup & Associates, Inc.
CLOSED0787-787-100%$42.7K$0-$42.7K2026-11-05
Islay Capital Management, LLC
CLOSED0777-777-100%$42.1K$0-$42.1K2026-10-20
Kingdom Financial Group Llc.
CLOSED0567-567-100%$30.7K$0-$30.7K2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED0476-476-100%$25.8K$0-$25.8K2026-10-29
Cornerstone Planning Group LLC
CLOSED0339-339-100%$19.1K$0-$19.1K2026-10-16
Axiom Investment Management LLC
CLOSED0320-320-100%$17.3K$0-$17.3K2026-11-03
Newton One Investments LLC
CLOSED0250-250-100%$13.6K$0-$13.6K2026-10-14
Commonwealth Retirement Investments LLC
CLOSED0238-238-100%$12.9K$0-$12.9K2026-10-26
Evermay Wealth Management LLC
CLOSED0210-210-100%$11.4K$0-$11.4K2026-11-05
Kelleher Financial Advisors
CLOSED0196-196-100%$10.6K$0-$10.6K2026-10-30
Plante Moran Financial Advisors, LLC
CLOSED0147-147-100%$8.0K$0-$8.0K2026-11-04
Jefferies Financial Group Inc.
CLOSED0129-129-100%$7.0K$0-$7.0K2026-11-05
Tsfg, LLC
CLOSED0115-115-100%$6$0-$62026-10-23
Proathlete Wealth Management LLC
CLOSED0109-109-100%$5.9K$0-$5.9K2026-10-15
LifeSteps Financial, Inc.
CLOSED0105-105-100%$5.7K$0-$5.7K2026-10-15
Costello Asset Management, Inc
CLOSED0100-100-100%$5.4K$0-$5.4K2026-10-30
Robinswood Financial LLC
CLOSED0100-100-100%$5.4K$0-$5.4K2026-10-20
Elevation Wealth Partners, LLC
CLOSED092-92-100%$5.0K$0-$5.0K2026-10-07
First United Bank & Trust
CLOSED088-88-100%$4.8K$0-$4.8K2026-10-22
Stone House Investment Management, LLC
CLOSED060-60-100%$3.3K$0-$3.3K2026-10-23
Noble Wealth Management PBC
CLOSED021-21-100%$1.1K$0-$1.1K2026-10-01
Smallwood Wealth Investment Management, LLC
CLOSED019-19-100%$1.0K$0-$1.0K2026-10-30
Physician Wealth Advisors, Inc.
CLOSED016-16-100%$868$0-$8682026-10-20
Activest Wealth Management
CLOSED000—$0$0$02026-10-15
Royal Bank of Canada
N/A—108,387,706-108,387,706-100%$5.9B———
Vanguard Capital Management LLC
N/A—62,781,529-62,781,529-100%$3.4B———
GQG Partners LLC
N/A—49,084,876-49,084,876-100%$2.7B———
TD Asset Management Inc
N/A—31,276,338-31,276,338-100%$1.7B———
1832 Asset Management L.P.
N/A—28,620,616-28,620,616-100%$1.6B———
CIBC World Market Inc.
N/A—25,754,086-25,754,086-100%$1.4B———
Norges Bank
N/A—24,021,424-24,021,424-100%$1.3B———
National Bank of Canada
N/A—20,703,852-20,703,852-100%$1.1B———
Connor, Clark & Lunn Investment Management Ltd.
N/A—20,624,547-20,624,547-100%$1.1B———
Vanguard Fiduciary Trust Co
N/A—19,349,126-19,349,126-100%$1.0B———
Legal & General Group Plc
N/A—17,428,310-17,428,310-100%$944.8M———
Vanguard Global Advisers, LLC
N/A—16,759,562-16,759,562-100%$908.9M———
Goldman Sachs Group Inc
N/A—15,711,989-15,711,989-100%$851.7M———
JPMorgan Chase & Co
N/A—14,781,958-14,781,958-100%$818.9M———
Scotia Capital Inc.
N/A—14,359,061-14,359,061-100%$778.1M———
Morgan Stanley
N/A—13,895,886-13,895,886-100%$753.3M———
Blackstone Inc.
N/A—13,639,861-13,639,861-100%$739.4M———
Manufacturers Life Insurance Company, the
N/A—11,079,469-11,079,469-100%$599.7M———
Canada Pension Plan Investment Board
N/A—10,800,535-10,800,535-100%$585.1M———
Toronto Dominion Bank
N/A—9,299,341-9,299,341-100%$503.8M———
Bank of Nova Scotia
N/A—8,953,708-8,953,708-100%$485.5M———
FIL Ltd
N/A—8,725,419-8,725,419-100%$473.2M———
Ontario Teachers Pension Plan Board
N/A—8,634,722-8,634,722-100%$467.8M———
Federation des caisses Desjardins du Quebec
N/A—8,470,608-8,470,608-100%$458.2M———
Morgan Stanley Institutional Investment Advisors LLC
N/A—7,388,875-7,388,875-100%$400.6M———
Charles Schwab Investment Management Inc
N/A—7,074,571-7,074,571-100%$383.5M———
Swiss National Bank
N/A—7,051,631-7,051,631-100%$381.3M———
Bank of America Corp
N/A—7,026,305-7,026,305-100%$380.9M———
Clearbridge Investments, LLC
N/A—6,705,691-6,705,691-100%$363.5M———
Tortoise Capital Advisors, L.L.C.
N/A—5,961,957-5,961,957-100%$323.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—5,732,686-5,732,686-100%$310.8M———
Capital World Investors
N/A—5,039,487-5,039,487-100%$273.2M———
Price T Rowe Associates Inc
N/A—5,035,666-5,035,666-100%$273.0M———
Kayne Anderson Capital Advisors LP
N/A—5,029,159-5,029,159-100%$272.6M———
Federated Hermes, Inc.
N/A—4,916,276-4,916,276-100%$266.5M———
Nuveen, LLC
N/A—4,904,911-4,904,911-100%$265.9M———
UBS Group AG
N/A—4,832,409-4,832,409-100%$262.0M———
Caisse de Depot ET Placement DU Quebec
N/A—4,727,626-4,727,626-100%$256.3M———
Vanguard Asset Management, Ltd
N/A—4,637,312-4,637,312-100%$251.5M———
Orbis Allan Gray Ltd
N/A—4,342,664-4,342,664-100%$235.4M———
Raymond James Financial Inc
N/A—4,042,706-4,042,706-100%$219.2M———
Wells Fargo & Company
N/A—4,029,162-4,029,162-100%$218.4M———
Envestnet Asset Management Inc
N/A—3,844,716-3,844,716-100%$208.4M———
Thornburg Investment Management Inc
N/A—3,674,988-3,674,988-100%$199.1M———
D. E. Shaw & Co., Inc.
N/A—3,583,713-3,583,713-100%$194.2M———
Quadrature Capital Ltd
N/A—3,527,900-3,527,900-100%$191.2M———
Canada Life Assurance Co
N/A—3,492,571-3,492,571-100%$188.8M———
British Columbia Investment Management Corp
N/A—3,467,930-3,467,930-100%$187.9M———
BlackRock, Inc.
N/A—3,387,262-3,387,262-100%$183.6M———
Invesco Ltd.
N/A—3,347,708-3,347,708-100%$181.5M———
Westwood Holdings Group Inc
N/A—3,333,514-3,333,514-100%$180.7M———
Massachusetts Financial Services Co
N/A—3,241,036-3,241,036-100%$240.9M———
Mufg Securities (Canada), Ltd.
N/A—3,088,830-3,088,830-100%$167.2M———
Jones Financial Companies Lllp
N/A—2,946,871-2,946,871-100%$165.7M———
Stifel Financial Corp
N/A—2,605,789-2,605,789-100%$141.3M———
Northern Trust Corp
N/A—2,536,140-2,536,140-100%$137.5M———
Public Sector Pension Investment Board
N/A—2,300,993-2,300,993-100%$124.7M———
Vanguard Investments Australia, Ltd.
N/A—2,178,738-2,178,738-100%$118.2M———
Aviva PLC
N/A—2,075,706-2,075,706-100%$112.4M———
Lord, Abbett & Co. LLC
N/A—2,008,763-2,008,763-100%$108.9M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—1,895,425-1,895,425-100%$102.8M———
Mufg Securities Emea plc
N/A—1,600,000-1,600,000-100%$86.6M———
Ameriprise Financial Inc
N/A—1,551,827-1,551,827-100%$101.8M———
Franklin Resources Inc
N/A—1,516,043-1,516,043-100%$82.1M———
Cetera Investment Advisers
N/A—1,491,042-1,491,042-100%$80.8M———
Capital Advisors Inc
N/A—1,487,241-1,487,241-100%$80.6M———
Aviso Financial Inc.
N/A—1,455,454-1,455,454-100%$78.9M———
Neuberger Berman Group LLC
N/A—1,393,105-1,393,105-100%$75.5M———
Hillsdale Investment Management Inc.
N/A—1,384,813-1,384,813-100%$75.0M———
RNC Capital Management LLC
N/A—1,384,546-1,384,546-100%$75.1M———
State of Tennessee, Department of Treasury
N/A—1,228,082-1,228,082-100%$66.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,200,517-1,200,517-100%$65.1M———
Brookfield Corp
N/A—1,175,451-1,175,451-100%$63.7M———
Guardian Capital LP
N/A—1,158,110-1,158,110-100%$62.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,146,000-1,146,000-100%$62.1M———
Cullen Capital Management, LLC
N/A—1,145,111-1,145,111-100%$62.1M———
Jane Street Group, LLC
N/A—1,125,175-1,125,175-100%$61.0M———
Van Eck Associates Corp
N/A—1,045,461-1,045,461-100%$56.7M———
Korea Investment Corp
N/A—1,042,981-1,042,981-100%$56.5M———
Natixis Advisors, LLC
N/A—1,035,116-1,035,116-100%$56.1M———
Wellington Management Group LLP
N/A—1,009,803-1,009,803-100%$54.7M———
Purpose Unlimited Inc.
N/A—995,218-995,218-100%$54.0M———
Jupiter Topco LLC
N/A—982,542-982,542-100%$53.3M———
Bank of Nova Scotia Trust Co
N/A—914,292-914,292-100%$49.6M———
Woodbridge Co LTD
N/A—908,200-908,200-100%$49.2M———
Harvest Portfolios Group Inc.
N/A—891,454-891,454-100%$48.3M———
Recurrent Investment Advisors LLC
N/A—882,892-882,892-100%$47.9M———
Thomasville National Bank
N/A—880,638-880,638-100%$47.7M———
Allianz Asset Management GmbH
N/A—874,019-874,019-100%$47.4M———
Trajan Wealth LLC
N/A—834,744-834,744-100%$45.3M———
Gabelli Funds LLC
N/A—798,850-798,850-100%$43.3M———
Omers Administration Corp
N/A—737,678-737,678-100%$40.0M———
PJT Investments Corp.
N/A—737,191-737,191-100%$40.0M———
LGT Group Foundation
N/A—729,551-729,551-100%$39.5M———
AQR Capital Management LLC
N/A—721,796-721,796-100%$39.1M———
First Trust Advisors LP
N/A—701,697-701,697-100%$38.0M———
State of Wisconsin Investment Board
N/A—685,530-685,530-100%$37.2M———
Northwest & Ethical Investments L.P.
N/A—681,166-681,166-100%$36.9M———
M&T Bank Corp
N/A—656,183-656,183-100%$35.6M———
BLI - Banque de Luxembourg Investments
N/A—625,295-625,295-100%$33.9M———
Scheer, Rowlett & Associates Investment Management Ltd.
N/A—613,996-613,996-100%$33.3M———
HighTower Advisors, LLC
N/A—612,064-612,064-100%$33.2M———
Janney Montgomery Scott LLC
N/A—605,984-605,984-100%$32.9M———
Energy Income Partners, LLC
N/A—577,231-577,231-100%$31.3M———
Osaic Holdings, Inc.
N/A—560,693-560,693-100%$30.4M———
Investment Management Corp of Ontario
N/A—560,387-560,387-100%$30.4M———
GW&K Investment Management, LLC
N/A—554,813-554,813-100%$30.1M———
America First Investment Advisors, LLC
N/A—520,721-520,721-100%$28.2M———
Ninepoint Partners LP
N/A—507,626-507,626-100%$27.5M———
American Century Companies Inc
N/A—503,139-503,139-100%$27.3M———
Bradley Foster & Sargent Inc
N/A—500,572-500,572-100%$27.1M———
Capital Wealth Planning, LLC
N/A—498,650-498,650-100%$27.0M———
Summitry LLC
N/A—493,889-493,889-100%$26.8M———
First Manhattan Co. Llc.
N/A—491,882-491,882-100%$26.7M———
CIBC Bancorp USA Inc.
N/A—491,465-491,465-100%$26.8M———
Varma Mutual Pension Insurance Co
N/A—444,261-444,261-100%$24.1M———
Delta Asset Management LLC
N/A—436,695-436,695-100%$23.7M———
USS Investment Management Ltd
N/A—410,049-410,049-100%$22.2M———
NewEdge Advisors, LLC
N/A—390,485-390,485-100%$21.2M———
Captrust Financial Advisors
N/A—377,469-377,469-100%$20.5M———
MML Investors Services, LLC
N/A—359,467-359,467-100%$19.5M———
Rockefeller Capital Management L.P.
N/A—355,042-355,042-100%$19.2M———
Quantinno Capital Management LP
N/A—354,885-354,885-100%$19.2M———
Beacon Pointe Advisors, LLC
N/A—354,325-354,325-100%$19.2M———
Delaney Capital Management Ltd.
N/A—349,039-349,039-100%$18.9M———
Mariner, LLC
N/A—336,768-336,768-100%$18.3M———
Focus Partners Wealth
N/A—322,329-322,329-100%$17.5M———
Beck Mack & Oliver LLC
N/A—320,096-320,096-100%$17.4M———
Pinnacle Financial Partners, Inc.
N/A—305,868-305,868-100%$16.6M———
BNP Paribas Asset Management Holding S.A.
N/A—305,303-305,303-100%$16.5M———
&partners
N/A—299,576-299,576-100%$16.2M———
Treasurer of the State of North Carolina
N/A—293,532-293,532-100%$15.9M———
Allianz SE
N/A—285,425-285,425-100%$15.5M———
State Street Corp
N/A—282,532-282,532-100%$15.3M———
Brown Advisory Inc
N/A—265,525-265,525-100%$14.4M———
O'shaughnessy Asset Management, LLC
N/A—263,541-263,541-100%$14.3M———
Metis Global Partners, LLC
N/A—262,959-262,959-100%$14.3M———
Millennium Management LLC
N/A—258,185-258,185-100%$14.0M———
Cerity Partners LLC
N/A—257,696-257,696-100%$14.0M———
Greenline Partners, LLC
N/A—254,879-254,879-100%$13.8M———
Alliancebernstein L.P.
N/A—252,686-252,686-100%$13.7M———
FMR LLC
N/A—252,417-252,417-100%$13.7M———
Waverly Advisors, LLC
N/A—250,637-250,637-100%$13.6M———
Vanguard Portfolio Management LLC
N/A—250,262-250,262-100%$13.6M———
Susquehanna Fundamental Investments, LLC
N/A—243,200-243,200-100%$13.2M———
Arax Advisory Partners
N/A—242,646-242,646-100%$13.2M———
Bollard Group LLC
N/A—230,742-230,742-100%$12.5M———
Man Group plc
N/A—226,440-226,440-100%$12.3M———
Advisors Asset Management, Inc.
N/A—225,738-225,738-100%$12.2M———
Partners Group Holding AG
N/A—225,342-225,342-100%$12.2M———
LGT Fund Management Co Ltd.
N/A—221,581-221,581-100%$12.0M———
Utah Retirement Systems
N/A—217,796-217,796-100%$11.8M———
HRT Financial LP
N/A—215,680-215,680-100%$11.7M———
Parkwood LLC
N/A—215,526-215,526-100%$11.7M———
Dividend Assets Capital, LLC
N/A—215,154-215,154-100%$11.7M———
One Capital Management, LLC
N/A—209,733-209,733-100%$11.4M———
Baird Financial Group, Inc.
N/A—203,390-203,390-100%$11.0M———
Commerce Bank
N/A—192,802-192,802-100%$10.5M———
SEI Investments Co
N/A—188,679-188,679-100%$10.2M———
Northwestern Mutual Wealth Management Co
N/A—187,911-187,911-100%$10.2M———
Capital Innovations LLC
N/A—184,766-184,766-100%$10.0M———
Strategic Wealth Partners, Ltd.
N/A—179,866-179,866-100%$9.8M———
APG Asset Management N.V.
N/A—178,751-178,751-100%$8.5M———
Public Employees Retirement System of Ohio
N/A—171,800-171,800-100%$9.3M———
SCS Capital Management LLC
N/A—169,772-169,772-100%$9.2M———
VAN Lanschot Kempen Investment Management N.V.
N/A—162,843-162,843-100%$12.5M———
Hutner Capital Management Inc
N/A—161,690-161,690-100%$8.8M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—161,377-161,377-100%$8.7M———
Opal Capital LLC
N/A—157,958-157,958-100%$8.6M———
Sanctuary Advisors, LLC
N/A—157,751-157,751-100%$8.6M———
Susquehanna International Group, LLP
N/A—153,970-153,970-100%$8.3M———
Kingsview Wealth Management, LLC
N/A—149,699-149,699-100%$8.1M———
Vident Advisory, LLC
N/A—149,384-149,384-100%$8.1M———
MAI Capital Management
N/A—144,819-144,819-100%$7.9M———
Eventide Asset Management, LLC
N/A—141,014-141,014-100%$7.8M———
PCJ Investment Counsel Ltd.
N/A—127,750-127,750-100%$6.9M———
Blair William & Co
N/A—120,341-120,341-100%$6.5M———
Qube Research & Technologies Ltd
N/A—119,429-119,429-100%$6.5M———
Capital Fund Management S.A.
N/A—118,873-118,873-100%$6.4M———
Osmosis Investment Management UK Ltd
N/A—117,332-117,332-100%$6.4M———
MidFirst Bank
N/A—117,292-117,292-100%$6.4M———
Mercer Global Advisors Inc
N/A—116,720-116,720-100%$6.3M———
Private Advisor Group, LLC
N/A—116,348-116,348-100%$6.3M———
Mediolanum International Funds Ltd
N/A—114,336-114,336-100%$6.3M———
Texas Yale Capital Corp.
N/A—113,286-113,286-100%$6.1M———
Anchor Investment Management, LLC
N/A—108,798-108,798-100%$5.9M———
Callahan Advisors, LLC
N/A—108,619-108,619-100%$5.9M———
Ingalls & Snyder LLC
N/A—105,815-105,815-100%$5.7M———
Cresset Asset Management, LLC
N/A—101,682-101,682-100%$5.5M———
SG Americas Securities, LLC
N/A—98,023-98,023-100%$5.3M———
Worldquant Millennium Advisors LLC
N/A—97,636-97,636-100%$5.3M———
SIG North Trading, ULC
N/A—97,348-97,348-100%$5.3M———
Quantbot Technologies LP
N/A—95,853-95,853-100%$5.2M———
Sequoia Financial Advisors, LLC
N/A—95,086-95,086-100%$5.2M———
Empowered Funds, LLC
N/A—94,857-94,857-100%$5.1M———
Principal Securities, Inc.
N/A—93,318-93,318-100%$5.1M———
NewGen Asset Management Ltd
N/A—90,000-90,000-100%$4.9M———
Lombard Odier Asset Management (Switzerland) SA
N/A—88,394-88,394-100%$4.8M———
FLC Capital Advisors
N/A—88,286-88,286-100%$4.8M———
Stephens Inc
N/A—83,750-83,750-100%$4.5M———
Foundations Investment Advisors, LLC
N/A—82,775-82,775-100%$4.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—82,209-82,209-100%$4.5M———
Equitable Holdings, Inc.
N/A—81,715-81,715-100%$4.4M———
Independent Advisor Alliance
N/A—79,988-79,988-100%$4.3M———
MainStreet Investment Advisors LLC
N/A—79,604-79,604-100%$4.3M———
Royal London Asset Management LTD
N/A—78,373-78,373-100%$4.2M———
Benjamin Edwards Inc
N/A—76,783-76,783-100%$4.2M———
Stamos Capital Partners, L.P.
N/A—76,016-76,016-100%$4.1M———
Stock Yards Bank & Trust Co
N/A—75,845-75,845-100%$4.1M———
Ensign Peak Advisors, Inc
N/A—75,450-75,450-100%$4.1M———
Tower Bridge Advisors
N/A—71,884-71,884-100%$3.9M———
Tacita Capital Inc
N/A—71,769-71,769-100%$3.9M———
Tower Research Capital LLC (TRC)
N/A—70,368-70,368-100%$3.8M———
Riverview Capital Advisers, LLC
N/A—70,141-70,141-100%$3.8M———
Steward Partners Investment Advisory, LLC
N/A—68,863-68,863-100%$3.7M———
Cloverfields Capital Group, LP
N/A—68,483-68,483-100%$3.7M———
Stratos Wealth Partners, Ltd.
N/A—65,143-65,143-100%$3.5M———
Pathstone Holdings, LLC
N/A—64,140-64,140-100%$3.5M———
Doheny Asset Management
N/A—62,683-62,683-100%$3.4M———
Orion Porfolio Solutions, LLC
N/A—62,378-62,378-100%$3.4M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—58,830-58,830-100%$3.2M———
P.A.W. Capital Corp
N/A—58,700-58,700-100%$3.2M———
AE Wealth Management LLC
N/A—57,600-57,600-100%$3.1M———
Twin City Private Wealth, LLC
N/A—56,765-56,765-100%$3.1M———
Bartlett & Co. Wealth Management LLC
N/A—56,157-56,157-100%$3.0M———
Cozad Asset Management Inc
N/A—55,911-55,911-100%$3.0M———
Fort Sheridan Advisors LLC
N/A—55,530-55,530-100%$3.0M———
Groupama Asset Managment
N/A—55,058-55,058-100%$4.3M———
Credit Agricole S A
N/A—53,142-53,142-100%$2.9M———
Global Retirement Partners, LLC
N/A—52,493-52,493-100%$2.8M———
Two Sigma Securities, LLC
N/A—51,424-51,424-100%$2.8M———
Smith, Moore & Co.
N/A—50,344-50,344-100%$2.7M———
Castleark Management LLC
N/A—50,340-50,340-100%$2.7M———
Caprock Group, LLC
N/A—50,178-50,178-100%$2.7M———
Ancora Advisors LLCA
N/A—48,762-48,762-100%$2.6M———
Integrated Wealth Concepts LLC
N/A—48,085-48,085-100%$2.6M———
Argent Advisors, Inc.
N/A—47,897-47,897-100%$2.6M———
Mutual Advisors, LLC
N/A—47,513-47,513-100%$2.6M———
Miller Capital Partners, Inc.
N/A—46,720-46,720-100%$2.5M———
Bearing Point Capital, LLC
N/A—46,397-46,397-100%$2.5M———
Advisory Services Network, LLC
N/A—45,827-45,827-100%$2.5M———
Envestnet Portfolio Solutions, Inc.
N/A—45,120-45,120-100%$2.4M———
EP Wealth Advisors, LLC
N/A—44,804-44,804-100%$2.4M———
Pettyjohn, Wood & White, Inc
N/A—44,083-44,083-100%$2.4M———
Snowden Capital Advisors LLC
N/A—42,150-42,150-100%$2.3M———
Voya Financial Advisors, Inc.
N/A—40,819-40,819-100%$2.3M———
Johnson Investment Counsel Inc
N/A—40,771-40,771-100%$2.2M———
Moneta Group Investment Advisors LLC
N/A—40,375-40,375-100%$2.2M———
Glenmede Trust Co NA
N/A—39,908-39,908-100%$2.2M———
Drucker Wealth 3.0, LLC
N/A—39,902-39,902-100%$2.2M———
Aldebaran Capital, LLC
N/A—39,425-39,425-100%$2.1M———
SWP Investment Management LLC
N/A—39,246-39,246-100%$2.1M———
Wealth Alliance, LLC
N/A—38,177-38,177-100%$2.1M———
IEQ Capital, LLC
N/A—37,596-37,596-100%$2.0M———
Tidal Investments LLC
N/A—37,463-37,463-100%$2.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—37,180-37,180-100%$2.0M———
Weaver C. Barksdale & Associates, Inc.
N/A—36,621-36,621-100%$2.0M———
Beacon Investment Advisors LLC
N/A—36,402-36,402-100%$2.0M———
Atlantic Union Bankshares Corp
N/A—36,133-36,133-100%$2.0M———
Westbourne Investments, Inc.
N/A—35,167-35,167-100%$1.9M———
Smartleaf Asset Management LLC
N/A—34,538-34,538-100%$1.9M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—34,385-34,385-100%$1.9M———
Guggenheim Capital LLC
N/A—33,584-33,584-100%$1.8M———
Summit Financial, LLC
N/A—33,126-33,126-100%$1.8M———
Huntington National Bank
N/A—32,861-32,861-100%$1.8M———
World Investment Advisors
N/A—32,452-32,452-100%$1.8M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—31,649-31,649-100%$1.7M———
WCG Wealth Advisors LLC
N/A—31,538-31,538-100%$1.7M———
Bleakley Financial Group, LLC
N/A—31,487-31,487-100%$1.7M———
Dakota Wealth Management
N/A—31,465-31,465-100%$1.7M———
K.J. Harrison & Partners Inc
N/A—30,361-30,361-100%$1.6M———
Cohen & Steers, Inc.
N/A—30,245-30,245-100%$1.6M———
NewEdge Wealth, LLC
N/A—30,006-30,006-100%$1.6M———
Kovack Advisors, Inc.
N/A—29,425-29,425-100%$1.6M———
Inspire Advisors, LLC
N/A—29,383-29,383-100%$1.6M———
Clare Market Investments LLC
N/A—28,499-28,499-100%$1.5M———
ExodusPoint Capital Management, LP
N/A—28,499-28,499-100%$1.5M———
Keystone Financial Group
N/A—28,284-28,284-100%$1.5M———
QRG Capital Management, Inc.
N/A—28,118-28,118-100%$1.5M———
Victory Capital Management Inc
N/A—26,700-26,700-100%$1.4M———
United Capital Financial Advisors, LLC
N/A—26,602-26,602-100%$1.4M———
Shufro Rose & Co LLC
N/A—26,134-26,134-100%$1.4M———
Manhattan West Asset Management, LLC
N/A—25,327-25,327-100%$1.4M———
Wealth Advisors of Tampa Bay, LLC
N/A—25,275-25,275-100%$1.4M———
XTX Topco Ltd
N/A—25,237-25,237-100%$1.4M———
Fiduciary Trust Co
N/A—24,865-24,865-100%$1.3M———
Segall Bryant & Hamill, LLC
N/A—23,926-23,926-100%$1.3M———
SlateStone Wealth, LLC
N/A—23,560-23,560-100%$1.3M———
HSBC Holdings PLC
N/A—23,386-23,386-100%$1.3M———
Holderness Investments Co
N/A—23,306-23,306-100%$1.3M———
PFG Investments, LLC
N/A—23,067-23,067-100%$1.3M———
Evercore Wealth Management, LLC
N/A—22,834-22,834-100%$1.2M———
Strategic Investment Advisors / MI
N/A—22,736-22,736-100%$1.2M———
one8zero8, LLC
N/A—22,603-22,603-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—22,552-22,552-100%$1.2M———
BFC Planning, Inc.
N/A—22,485-22,485-100%$1.2M———
Cumberland Partners Ltd
N/A—22,115-22,115-100%$1.2M———
AssuredPartners Investment Advisors, LLC
N/A—21,575-21,575-100%$1.2M———
UBS Asset Management Americas LLC
N/A—21,283-21,283-100%$1.2M———
Modern Wealth Management, LLC
N/A—20,936-20,936-100%$1.1M———
Arkadios Wealth Advisors
N/A—20,565-20,565-100%$1.1M———
Hilltop Holdings Inc.
N/A—20,461-20,461-100%$1.1M———
VeraBank, N.A.
N/A—20,023-20,023-100%$1.1M———
AR Asset Management Inc
N/A—20,000-20,000-100%$1.1M———
Havemeyer Place LP
N/A—19,937-19,937-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—19,751-19,751-100%$1.1M———
Vigil Wealth Management, LLC
N/A—19,700-19,700-100%$1.1M———
Aperture Investors, LLC
N/A—19,654-19,654-100%$1.1M———
Gamco Investors, Inc. ET AL
N/A—19,599-19,599-100%$1.1M———
Aptus Capital Advisors, LLC
N/A—19,431-19,431-100%$1.1M———
Waterloo Capital, L.P.
N/A—19,198-19,198-100%$1.0M———
Intrust Bank NA
N/A—18,883-18,883-100%$1.0M———
Colonial Trust Advisors
N/A—18,768-18,768-100%$1.0M———
Claret Asset Management Corp
N/A—18,725-18,725-100%$1.0M———
Vanguard Personalized Indexing Management, LLC
N/A—18,671-18,671-100%$1.0M———
Calton & Associates, Inc.
N/A—18,283-18,283-100%$991.1K———
Founders Financial Alliance, LLC
N/A—18,254-18,254-100%$989.5K———
Sumitomo Life Insurance Co
N/A—18,089-18,089-100%$980.6K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—18,085-18,085-100%$980.4K———
Checchi Capital Advisers, LLC
N/A—17,867-17,867-100%$968.6K———
Mitchell Mcleod Pugh & Williams Inc
N/A—17,579-17,579-100%$953.0K———
Silvercrest Asset Management Group LLC
N/A—17,432-17,432-100%$945.0K———
Macquarie Group LTD
N/A—17,399-17,399-100%$943.2K———
Rothschild Investment LLC
N/A—17,371-17,371-100%$941.7K———
CacheTech Inc.
N/A—17,195-17,195-100%$932.1K———
Maridea Wealth Management LLC
N/A—16,912-16,912-100%$916.8K———
WealthTrust Axiom LLC
N/A—16,701-16,701-100%$905.4K———
BNP Paribas Financial Markets
N/A—16,377-16,377-100%$887.8K———
North Dallas Bank & Trust Co
N/A—16,302-16,302-100%$883.7K———
Coastal Bridge Advisors, LLC
N/A—16,290-16,290-100%$883.1K———
Simmons Bank
N/A—16,191-16,191-100%$877.7K———
1ST Source Bank
N/A—16,139-16,139-100%$874.9K———
Focus Partners Advisor Solutions, LLC
N/A—16,117-16,117-100%$873.7K———
Rathbones Group PLC
N/A—16,112-16,112-100%$873.4K———
Essex Financial Services, Inc.
N/A—15,989-15,989-100%$866.8K———
Stokes Family Office, LLC
N/A—15,976-15,976-100%$866.1K———
Cannon Wealth Management Services, LLC
N/A—15,570-15,570-100%$844.1K———
Heronetta Management, L.P.
N/A—15,507-15,507-100%$840.6K———
Centaurus Financial, Inc.
N/A—15,406-15,406-100%$835.0K———
Murchinson Ltd.
N/A—15,141-15,141-100%$820.8K———
Aristotle Atlantic Partners, LLC
N/A—14,992-14,992-100%$812.7K———
Beck Capital Management, LLC
N/A—14,888-14,888-100%$807.1K———
Wellington-Altus USA Inc.
N/A—14,768-14,768-100%$847.7K———
Rogco, LP
N/A—14,735-14,735-100%$798.8K———
Citadel Advisors LLC
N/A—14,559-14,559-100%$789.2K———
Brown Brothers Harriman & Co
N/A—14,535-14,535-100%$787.9K———
Townsquare Capital LLC
N/A—14,315-14,315-100%$776.0K———
IHT Wealth Management, LLC
N/A—14,288-14,288-100%$774.6K———
K2 Principal Fund, L.P.
N/A—14,000-14,000-100%$758.9K———
Abound Financial, LLC
N/A—13,979-13,979-100%$757.8K———
Prudential PLC
N/A—13,937-13,937-100%$755.0K———
Lcnb Corp
N/A—13,805-13,805-100%$748.4K———
Park Circle Co
N/A—13,400-13,400-100%$726.4K———
Curi Capital, LLC
N/A—13,260-13,260-100%$718.8K———
Icon Wealth Advisors, LLC
N/A—13,258-13,258-100%$718.7K———
Viawealth, LLC
N/A—13,211-13,211-100%$716.2K———
Syon Capital LLC
N/A—13,029-13,029-100%$706.3K———
Adalta Capital Management LLC
N/A—12,796-12,796-100%$693.7K———
Haverford Trust Co
N/A—12,713-12,713-100%$689.2K———
Comprehensive Money Management Services LLC
N/A—12,628-12,628-100%$684.6K———
GeoWealth Management, LLC
N/A—12,496-12,496-100%$677.4K———
Qtron Investments LLC
N/A—12,257-12,257-100%$664.4K———
Jaffetilchin Investment Partners, LLC
N/A—12,246-12,246-100%$663.9K———
Cambient Family Office, LLC
N/A—12,023-12,023-100%$651.8K———
Cvfg LLC
N/A—11,865-11,865-100%$643.2K———
Tranquilli Financial Advisor LLC
N/A—11,843-11,843-100%$642.0K———
Azimuth Capital Investment Management LLC
N/A—11,806-11,806-100%$640.1K———
Ballentine Partners, LLC
N/A—11,359-11,359-100%$615.8K———
Lazard Asset Management LLC
N/A—11,324-11,324-100%$613.5K———
Peapack Gladstone Financial Corp
N/A—11,191-11,191-100%$607.0K———
HM Payson & Co
N/A—11,186-11,186-100%$606.4K———
Advyzon Investment Management, LLC
N/A—10,651-10,651-100%$577.4K———
Ausdal Financial Partners, Inc.
N/A—10,533-10,533-100%$571.0K———
Capital Financial Group Inc\co\
N/A—10,385-10,385-100%$563.0K———
Old North State Trust, LLC
N/A—10,361-10,361-100%$562.0K———
CreativeOne Wealth, LLC
N/A—10,196-10,196-100%$552.7K———
Broyhill Asset Management, LLC
N/A—10,179-10,179-100%$551.8K———
Adams Wealth Management
N/A—10,151-10,151-100%$550.3K———
CFO4Life Group, LLC
N/A—10,091-10,091-100%$547.0K———
Vestmark Advisory Solutions, Inc.
N/A—9,973-9,973-100%$540.6K———
Dearborn Partners LLC
N/A—9,930-9,930-100%$538.3K———
Keynote Financial Services LLC
N/A—9,850-9,850-100%$534.0K———
FWG Holdings, LLC
N/A—9,807-9,807-100%$557.6K———
Bragg Financial Advisors, Inc
N/A—9,406-9,406-100%$510.0K———
Advisory Alpha, LLC
N/A—9,298-9,298-100%$504.1K———
Farmers National Bank
N/A—9,280-9,280-100%$503.1K———
RiverFront Investment Group, LLC
N/A—9,241-9,241-100%$500.9K———
Colonial Trust Co / SC
N/A—9,122-9,122-100%$494.5K———
Fiduciary Group, LLC
N/A—9,061-9,061-100%$491.2K———
WNY Asset Management, LLC
N/A—9,048-9,048-100%$490.5K———
Rhumbline Advisers
N/A—8,964-8,964-100%$485.9K———
DRW Securities, LLC
N/A—8,952-8,952-100%$485.3K———
Virtu Financial LLC
N/A—8,932-8,932-100%$484.0K———
Bogart Wealth, LLC
N/A—8,904-8,904-100%$482.7K———
Amplify Investments, LLC
N/A—8,900-8,900-100%$482.5K———
Wallace Capital Management Inc.
N/A—8,846-8,846-100%$479.5K———
CarsonAllaria Wealth Management, Ltd.
N/A—8,802-8,802-100%$477.2K———
Sfmg, LLC
N/A—8,646-8,646-100%$468.7K———
Astoria Portfolio Advisors Llc.
N/A—8,326-8,326-100%$451.4K———
Christine Messmer PC
N/A—8,311-8,311-100%$450.6K———
White Knight Strategic Wealth Advisors, LLC
N/A—8,295-8,295-100%$449.7K———
NorthStar Asset Management LLC
N/A—8,180-8,180-100%$443.4K———
Flputnam Investment Management Co
N/A—8,160-8,160-100%$442.4K———
Jump Financial, LLC
N/A—8,127-8,127-100%$440.6K———
Alan B Lancz & Associates, Inc.
N/A—8,093-8,093-100%$438.7K———
Gateway Wealth Partners, LLC
N/A—8,089-8,089-100%$438.5K———
Birmingham Capital Management Co Inc
N/A—8,071-8,071-100%$438.0K———
Hexagon Capital Partners LLC
N/A—8,056-8,056-100%$436.7K———
Stonebridge Capital Advisors LLC
N/A—8,006-8,006-100%$434.0K———
Atlantic Family Wealth, LLC
N/A—7,945-7,945-100%$430.7K———
Southeast Asset Advisors, LLC
N/A—7,929-7,929-100%$429.8K———
Fortress Private Ledger, LLC
N/A—7,924-7,924-100%$429.6K———
LRI Investments, LLC
N/A—7,919-7,919-100%$429.3K———
Savvy Advisors, Inc.
N/A—7,719-7,719-100%$418.5K———
Insigneo Advisory Services, LLC
N/A—7,705-7,705-100%$417.7K———
SageGuard Financial Group, LLC
N/A—7,701-7,701-100%$417.5K———
Wealthspire Advisors, LLC
N/A—7,669-7,669-100%$415.7K———
Pure Financial Advisors, LLC
N/A—7,667-7,667-100%$415.6K———
Continuum Advisory, LLC
N/A—7,644-7,644-100%$414.4K———
Lifeworks Advisors, LLC
N/A—7,529-7,529-100%$408.2K———
Sterneck Capital Management, LLC
N/A—7,482-7,482-100%$405.6K———
North Star Asset Management Inc
N/A—7,454-7,454-100%$404.1K———
Everstar Asset Management, LLC
N/A—7,420-7,420-100%$402.2K———
Algert Global LLC
N/A—7,327-7,327-100%$396.8K———
Topsail Wealth Management, LLC
N/A—7,301-7,301-100%$395.8K———
FSB Premier Wealth Management, Inc.
N/A—7,288-7,288-100%$395.1K———
Thompson David Blair
N/A—7,213-7,213-100%$391.0K———
Schulhoff & Co Inc
N/A—7,197-7,197-100%$390.1K———
McMillan Office, Inc.
N/A—7,194-7,194-100%$390.0K———
Advisors Capital Management, LLC
N/A—7,167-7,167-100%$388.6K———
Brooks, Moore & Associates, Inc.
N/A—7,154-7,154-100%$387.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,141-7,141-100%$387.1K———
Atlanta Consulting Group Advisors, LLC
N/A—7,030-7,030-100%$381.1K———
FourThought Financial Partners, LLC
N/A—6,998-6,998-100%$379.3K———
Aegis Wealth Management LLC
N/A—6,976-6,976-100%$378.2K———
Magnolia Capital Advisors LLC
N/A—6,870-6,870-100%$372.4K———
Kintra Wealth, LLC
N/A—6,843-6,843-100%$351.0K———
American Money Management, LLC
N/A—6,718-6,718-100%$364.2K———
Cofg Advisors, LLC
N/A—6,718-6,718-100%$364.2K———
JT Stratford LLC
N/A—6,698-6,698-100%$363.1K———
Norris Financial Group, LLC
N/A—6,553-6,553-100%$355.3K———
Prosperity Consulting Group, LLC
N/A—6,486-6,486-100%$351.6K———
Octavia Wealth Advisors, LLC
N/A—6,477-6,477-100%$351.1K———
Keystone Financial Services
N/A—6,466-6,466-100%$350.5K———
Red Door Wealth Management, LLC
N/A—6,457-6,457-100%$350.0K———
Tiaa Wealth Investment Management LLC
N/A—6,389-6,389-100%$346.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—6,333-6,333-100%$343.3K———
Venturi Wealth Management, LLC
N/A—6,277-6,277-100%$340.3K———
Elite Financial, Inc.
N/A—6,253-6,253-100%$338.0K———
US Asset Management LLC
N/A—6,218-6,218-100%$337.1K———
Reliant Investment Partners, LLC
N/A—6,152-6,152-100%$333.5K———
Dynamic Technology Lab Private Ltd
N/A—6,141-6,141-100%$333.0K———
Zacks Investment Management
N/A—6,060-6,060-100%$328.6K———
Cary Street Partners Financial LLC
N/A—6,032-6,032-100%$327.0K———
Composition Wealth, LLC
N/A—5,875-5,875-100%$318.5K———
Davis R M Inc
N/A—5,851-5,851-100%$317.2K———
Rehmann Capital Advisory Group
N/A—5,684-5,684-100%$308.2K———
Berger Financial Group, Inc
N/A—5,681-5,681-100%$308.0K———
Bridgewater Advisors Inc.
N/A—5,603-5,603-100%$303.1K———
Phillips Wealth Planners LLC
N/A—5,519-5,519-100%$303.8K———
Trinity Legacy Partners, LLC
N/A—5,471-5,471-100%$308.9K———
Lionhunter Capital Management, LLC
N/A—5,448-5,448-100%$295.3K———
Van Hulzen Asset Management, LLC
N/A—5,420-5,420-100%$293.8K———
Ruggaard & Associates LLC
N/A—5,405-5,405-100%$293.0K———
Sivia Capital Partners, LLC
N/A—5,399-5,399-100%$292.7K———
Banque Cantonale Vaudoise
N/A—5,396-5,396-100%$293.0K———
Susquehanna Advisors Group, Inc.
N/A—5,326-5,326-100%$288.7K———
Dixon Mitchell Investment Counsel Inc.
N/A—5,250-5,250-100%$294.0K———
Sanchez Levi Garrett
N/A—5,242-5,242-100%$284.2K———
Cladis Investment Advisory, LLC
N/A—5,172-5,172-100%$280.4K———
Capital Analysts, LLC
N/A—5,102-5,102-100%$263.0K———
Hirtle & Co., LLC
N/A—4,986-4,986-100%$270.3K———
PCM Encore, LLC
N/A—4,939-4,939-100%$267.7K———
Keel Point, LLC
N/A—4,923-4,923-100%$266.9K———
Nicolet Bankshares Inc
N/A—4,906-4,906-100%$266.0K———
Intrepid Capital Management Inc
N/A—4,905-4,905-100%$265.9K———
Pitcairn Wealth Advisors LLC
N/A—4,834-4,834-100%$262.1K———
Aberdeen Wealth Management LLC
N/A—4,786-4,786-100%$259.4K———
Meeder Advisory Services, Inc.
N/A—4,783-4,783-100%$259.3K———
Horizon Kinetics Asset Management LLC
N/A—4,777-4,777-100%$259.0K———
FAS Wealth Partners, Inc.
N/A—4,768-4,768-100%$258.5K———
Walter & Keenan Wealth Management LLC
N/A—4,760-4,760-100%$258.0K———
Fayez Sarofim & Co
N/A—4,726-4,726-100%$256.2K———
Summit Trail Advisors, LLC
N/A—4,655-4,655-100%$252.3K———
OneAscent Financial Services LLC
N/A—4,630-4,630-100%$251.0K———
Strategic Financial Concepts, LLC
N/A—4,617-4,617-100%$250.3K———
Auxier Asset Management LLC
N/A—4,534-4,534-100%$245.8K———
Jackson Thornton Wealth Management, LLC
N/A—4,516-4,516-100%$244.8K———
Sound View Wealth Advisors Group, LLC
N/A—4,475-4,475-100%$242.6K———
Novare Capital Management LLC
N/A—4,472-4,472-100%$242.4K———
Evolve Private Wealth, LLC
N/A—4,439-4,439-100%$240.7K———
Mosaic Family Wealth Partners, LLC
N/A—4,416-4,416-100%$239.4K———
Klcm Advisors, Inc.
N/A—4,306-4,306-100%$233.4K———
Widmann Financial Services, Inc.
N/A—4,295-4,295-100%$232.8K———
LaSalle St. Investment Advisors, LLC
N/A—4,289-4,289-100%$232.5K———
Wrapmanager Inc
N/A—4,244-4,244-100%$230.1K———
Brave Asset Management Inc
N/A—4,224-4,224-100%$229.0K———
Permanent Capital Management, LP
N/A—4,200-4,200-100%$227.7K———
Truvestments Capital LLC
N/A—4,189-4,189-100%$227.1K———
Omnia Family Wealth, LLC
N/A—4,172-4,172-100%$226.2K———
Van Diest Capital, LLC
N/A—4,128-4,128-100%$223.8K———
Gotham Asset Management, LLC
N/A—4,069-4,069-100%$220.6K———
Cauble & Harre Wealth Management, Inc.
N/A—4,016-4,016-100%$217.7K———
Avenir Corp
N/A—3,975-3,975-100%$215.5K———
Fund Advisors of America Inc
N/A—3,958-3,958-100%$214.6K———
Cannell & Spears LLC
N/A—3,950-3,950-100%$214.1K———
Rodgers Brothers Inc.
N/A—3,938-3,938-100%$213.5K———
Marble Wealth, LLC
N/A—3,909-3,909-100%$211.9K———
Members Trust Co
N/A—3,885-3,885-100%$210.6K———
Wilson & Boucher Capital Management, LLC
N/A—3,882-3,882-100%$210.4K———
Hancock Whitney Corp
N/A—3,857-3,857-100%$209.1K———
Pack Private Wealth, LLC
N/A—3,812-3,812-100%$206.6K———
OneAscent Family Office, LLC
N/A—3,772-3,772-100%$204.5K———
Tevis Investment Management
N/A—3,767-3,767-100%$204.2K———
Pointe Capital Management LLC
N/A—3,744-3,744-100%$203.0K———
Spwm Advisors LLC
N/A—3,711-3,711-100%$210.4K———
CoreFirst Bank & Trust
N/A—3,466-3,466-100%$187.9K———
Transamerica Financial Advisors, LLC
N/A—3,292-3,292-100%$178.5K———
IMA Advisory Services, Inc.
N/A—3,042-3,042-100%$164.9K———
Johnson Financial Group, Inc.
N/A—2,965-2,965-100%$160.7K———
Rexford Capital Inc
N/A—2,900-2,900-100%$157.2K———
Rowlandmiller & Partners.adv
N/A—2,851-2,851-100%$154.6K———
Crews Bank & Trust
N/A—2,846-2,846-100%$154.3K———
JPL Wealth Management, LLC
N/A—2,821-2,821-100%$152.9K———
Beaird Harris Wealth Management, LLC
N/A—2,813-2,813-100%$152.5K———
Crewe Advisors LLC
N/A—2,605-2,605-100%$141.2K———
Bravera Wealth
N/A—2,580-2,580-100%$139.9K———
Tiaa Trust, National Association
N/A—2,558-2,558-100%$138.7K———
Basecamp Wealth Advisors LLC
N/A—2,512-2,512-100%$136.2K———
Ameriflex Group, Inc.
N/A—2,464-2,464-100%$133.6K———
SHP Wealth Management
N/A—2,350-2,350-100%$127.4K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—2,306-2,306-100%$124.6K———
Medallion Wealth Advisors, LLC
N/A—2,121-2,121-100%$115.0K———
South Plains Financial, Inc.
N/A—1,979-1,979-100%$107.3K———
Providence Capital Advisors, LLC
N/A—1,911-1,911-100%$103.6K———
Aventura Private Wealth, LLC
N/A—1,830-1,830-100%$99.2K———
Glen Eagle Advisors, LLC
N/A—1,771-1,771-100%$96.0K———
Allied Private Wealth LLC
N/A—1,691-1,691-100%$93.1K———
Lavaca Capital LLC
N/A—1,675-1,675-100%$90.8K———
HHM Wealth Advisors, LLC
N/A—1,657-1,657-100%$89.8K———
Cary Street Partners Investment Advisory LLC
N/A—1,646-1,646-100%$89.2K———
Vanguard National Trust Co
N/A—1,584-1,584-100%$85.9K———
Logan Capital Management Inc
N/A—1,574-1,574-100%$85.3K———
Edmond de Rothschild Holding S.A.
N/A—1,501-1,501-100%$81.3K———
Webster Bank, N. A.
N/A—1,480-1,480-100%$80.2K———
Fiduciary Financial Advisors
N/A—1,445-1,445-100%$78.3K———
ST Germain D J Co Inc
N/A—1,435-1,435-100%$77.8K———
Estabrook Capital Management
N/A—1,402-1,402-100%$76.0K———
Core Capital Management & Research, inc.
N/A—1,298-1,298-100%$65.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,249-1,249-100%$67.7K———
Frazier Financial Advisors, LLC
N/A—1,223-1,223-100%$66.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,087-1,087-100%$58.9K———
Corient IA LP
N/A—1,070-1,070-100%$58.0K———
Fourth Dimension Wealth, LLC
N/A—1,057-1,057-100%$57.3K———
Ameritas Investment Partners, Inc.
N/A—1,000-1,000-100%$54.2K———
Strategic Investment Solutions, Inc.
N/A—931-931-100%$50.5K———
Brentview Investment Management LLC
N/A—923-923-100%$50.0K———
SOA Wealth Advisors, Llc.
N/A—915-915-100%$49.6K———
VSM Wealth Advisory, LLC
N/A—881-881-100%$47.8K———
Corsicana & Co.
N/A—879-879-100%$47.7K———
Mcguire Capital Advisors Inc
N/A—784-784-100%$42.5K———
Optiver Holding B.V.
N/A—770-770-100%$41.7K———
Bruce G. Allen Investments, LLC
N/A—710-710-100%$38.5K———
Steigerwald, Gordon & Koch Inc.
N/A—691-691-100%$37.5K———
Accent Capital Management, LLC
N/A—668-668-100%$36.2K———
Nalls Sherbakoff Group, LLC
N/A—666-666-100%$36.1K———
Financial Gravity Companies, Inc.
N/A—639-639-100%$34.6K———
Richard W. Paul & Associates, LLC
N/A—608-608-100%$33.0K———
Private Wealth Asset Management, LLC
N/A—595-595-100%$32.3K———
Aster Capital Management (Difc) Ltd
N/A—550-550-100%$29.8K———
Mark Sheptoff Financial Planning, LLC
N/A—500-500-100%$27.1K———
Sittner & Nelson, LLC
N/A—463-463-100%$25.1K———
TD Capital Management LLC
N/A—461-461-100%$25.0K———
PIN OAK Investment Advisors Inc
N/A—384-384-100%$21.0K———
Timbuktu Capital Management, LLC
N/A—381-381-100%$20.7K———
Swan Capital LLC
N/A—371-371-100%$20.1K———
Chelsea Counsel Co
N/A—363-363-100%$19.7K———
Bellevue Asset Management, LLC
N/A—352-352-100%$19.1K———
Bank of the Bluegrass & Trust Co.
N/A—349-349-100%$16.2K———
Vision Retirement, LLC
N/A—340-340-100%$18.5K———
Cornerstone Financial Management LLC
N/A—335-335-100%$18.2K———
Front Row Advisors LLC
N/A—335-335-100%$17.3K———
Imprint Wealth LLC
N/A—331-331-100%$17.9K———
Anchor Bay Capital, Inc.
N/A—325-325-100%$16.7K———
Millstone Evans Group, LLC
N/A—271-271-100%$14.7K———
Kilter Group LLC
N/A—259-259-100%$14.0K———
Graney & King, LLC
N/A—206-206-100%$11.2K———
Operose Advisors LLC
N/A—198-198-100%$10.7K———
CVA Family Office, LLC
N/A—196-196-100%$10.6K———
ESL Trust Services, LLC
N/A—192-192-100%$10.4K———
Tripletail Wealth Management, LLC
N/A—176-176-100%$9.5K———
Dunhill Financial, LLC
N/A—175-175-100%$9.5K———
Field & Main Bank
N/A—165-165-100%$8.9K———
Tanglewood Legacy Advisors, LLC
N/A—152-152-100%$8.2K———
Napier Financial, LLC
N/A—147-147-100%$8.0K———
Raffa Wealth Management, LLC
N/A—141-141-100%$7.6K———
BOK Financial Private Wealth, Inc.
N/A—137-137-100%$7.4K———
Horizon Investments, LLC
N/A—137-137-100%$7.4K———
Penserra Capital Management LLC
N/A—135-135-100%$7———
Prestige Wealth Management Group LLC
N/A—131-131-100%$7.1K———
Godfrey Financial Associates, Inc.
N/A—114-114-100%$6.2K———
Investors Portfolio Services LLC
N/A—108-108-100%$5.9K———
Financial Life Planners
N/A—100-100-100%$5.4K———
Synergy Investment Management, LLC
N/A—100-100-100%$5.4K———
MRP Capital Investments, LLC
N/A—76-76-100%$4.1K———
EFG International AG
N/A—64-64-100%$3.5K———
Westend Capital Management, LLC
N/A—60-60-100%$3.3K———
Keating Financial Advisory Services, Inc.
N/A—50-50-100%$2.7K———
1 North Wealth Services LLC
N/A—49-49-100%$2.7K———
Manning & Napier Advisors LLC
N/A—47-47-100%$2.6K———
C M Bidwell & Associates LTD
N/A—45-45-100%$2.4K———
Caitlin John, LLC
N/A—34-34-100%$1.8K———
Marshall Investment Management, LLC
N/A—27-27-100%$1.5K———
Basepoint Wealth LLC
N/A—20-20-100%$1.1K———
Sachetta, LLC
N/A—18-18-100%$975———
Quarry LP
N/A—4-4-100%$217———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 1576 of 1576 institutions