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Energy Transfer LP (ET)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alps Advisors Inc
DECREASED
Shares84,776,083 from 86,904,208
Change-2,128,125 (-2%)
Value$1.7B (+$14.4M)
Filed 2026-11-03
Chickasaw Capital Management LLC
DECREASED
Shares15,164,014 from 15,361,046
Change-197,032 (-1%)
Value$299.8M (+$299.5M)
Filed 2026-10-08
Natixis
DECREASED
Shares14,293,813 from 21,401,124
Change-7,107,311 (-33%)
Value$282.6M (-$126.6M)
Filed 2026-11-06
Cushing Asset Management, LP dba NXG Investment Management
DECREASED
Shares7,772,599 from 7,923,600
Change-151,001 (-2%)
Value$153.7M (+$2.2M)
Filed 2026-10-26
LPL Financial LLC
INCREASED
Shares7,663,951 from 7,510,573
Change+153,378 (+2%)
Value$151.5M (+$7.9M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares6,420,677 from 7,152,174
Change-731,497 (-10%)
Value$126.9M (-$9.8M)
Filed 2026-11-06
Eagle Global Advisors LLC
INCREASED
Shares6,402,126 from 6,377,126
Change+25,000 (+0%)
Value$126.6M (+$4.6M)
Filed 2026-11-02
Fractal Investments LLC
INCREASED
Shares5,946,353 from 5,471,353
Change+475,000 (+9%)
Value$117.6M (+$12.9M)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares5,769,377 from 5,728,052
Change+41,325 (+1%)
Value$114.1M (+$4.5M)
Filed 2026-11-04
Miller Howard Investments Inc
INCREASED
Shares5,679,174 from 5,314,984
Change+364,190 (+7%)
Value$112.3M (+$10.7M)
Filed 2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED
Shares5,481,421 from 5,479,943
Change+1,478 (+0%)
Value$108.4M (+$3.6M)
Filed 2026-10-22
Stephens Group, LLC
UNCHANGED
Shares5,444,597 from 5,444,597
Change0 (0%)
Value$107.6M (+$3.5M)
Filed 2026-10-06
Duff & Phelps Investment Management Co
INCREASED
Shares4,385,233 from 4,359,713
Change+25,520 (+1%)
Value$86.7M (+$3.3M)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares3,548,934 from 3,426,520
Change+122,414 (+4%)
Value$72.6M (+$2.6M)
Filed 2026-10-27
Americana Partners, LLC
DECREASED
Shares3,541,204 from 3,553,524
Change-12,320 (0%)
Value$70.0M (+$2.1M)
Filed 2026-10-28
Maryland State Retirement & Pension System
DECREASED
Shares2,669,929 from 2,999,375
Change-329,446 (-11%)
Value$52.8M (-$4.6M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,075,823 from 2,056,699
Change+19,124 (+1%)
Value$41.0M (+$1.7M)
Filed 2026-11-02
Walnut Private Equity Partners, LLC
UNCHANGED
Shares2,048,500 from 2,048,500
Change0 (0%)
Value$40.5M (+$1.3M)
Filed 2026-10-14
Neos Investment Management LLC
INCREASED
Shares2,007,865 from 1,584,634
Change+423,231 (+27%)
Value$39.7M (+$9.4M)
Filed 2026-11-04
Northside Capital Management, LLC
DECREASED
Shares1,993,622 from 2,009,253
Change-15,631 (-1%)
Value$39.4M (+$997.0K)
Filed 2026-10-13
Catalyst Capital Advisors LLC
UNCHANGED
Shares1,939,020 from 1,939,020
Change0 (0%)
Value$38.3M (+$1.3M)
Filed 2026-11-02
Tema Etfs LLC
INCREASED
Shares1,890,512 from 1,366,371
Change+524,141 (+38%)
Value$37.4M (+$11.3M)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,717,458 from 2,146,965
Change-429,507 (-20%)
Value$34.0M (-$7.1M)
Filed 2026-10-27
Exchange Traded Concepts, LLC
DECREASED
Shares1,631,086 from 1,808,467
Change-177,381 (-10%)
Value$32.2M (-$2.3M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares1,572,632 from 1,664,471
Change-91,839 (-6%)
Value$31.1M (-$733.7K)
Filed 2026-11-02
Private Capital Advisors, Inc.
DECREASED
Shares1,481,535 from 1,510,980
Change-29,445 (-2%)
Value$29.3M (+$400.0K)
Filed 2026-10-06
Adams Asset Advisors, LLC
UNCHANGED
Shares1,473,560 from 1,473,560
Change0 (0%)
Value$29.1M (+$957.8K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares1,410,471 from 1,349,804
Change+60,667 (+4%)
Value$27.9M (+$2.1M)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares1,063,499 from 1,062,395
Change+1,104 (+0%)
Value$22.2M (+$1.9M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares1,017,238 from 971,804
Change+45,434 (+5%)
Value$20.1M (+$1.5M)
Filed 2026-11-02
Payden & Rygel
UNCHANGED
Shares1,012,090 from 1,012,090
Change0 (0%)
Value$20.0M (+$658.0K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares960,730 from 921,770
Change+38,960 (+4%)
Value$19.0M (+$1.4M)
Filed 2026-10-30
Coronation Fund Managers Ltd.
DECREASED
Shares948,849 from 971,251
Change-22,402 (-2%)
Value$18.8M (+$188.4K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares944,051 from 877,656
Change+66,395 (+8%)
Value$19.5M (+$2.2M)
Filed 2026-10-13
Oak Grove Capital LLC
INCREASED
Shares943,209 from 894,709
Change+48,500 (+5%)
Value$18.6M (+$1.5M)
Filed 2026-10-09
Parsons Capital Management Inc
INCREASED
Shares910,389 from 889,978
Change+20,411 (+2%)
Value$18.0M (+$982.0K)
Filed 2026-10-28
Fourpath Capital Management, LLC
INCREASED
Shares902,134 from 898,880
Change+3,254 (+0%)
Value$17.8M (+$648.6K)
Filed 2026-10-19
FFG Partners, LLC
DECREASED
Shares876,346 from 883,770
Change-7,424 (-1%)
Value$17.3M (+$427.7K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED
Shares849,972 from 864,161
Change-14,189 (-2%)
Value$16.8M (+$281.2K)
Filed 2026-10-20
Tectonic Advisors LLC
INCREASED
Shares827,868 from 793,525
Change+34,343 (+4%)
Value$16.4M (+$1.2M)
Filed 2026-10-22
General American Investors Co Inc
DECREASED
Shares825,565 from 1,020,030
Change-194,465 (-19%)
Value$16.3M (-$3.2M)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares824,652 from 845,478
Change-20,826 (-2%)
Value$16.3M (+$137.8K)
Filed 2026-10-23
Bokf, NA
INCREASED
Shares760,885 from 717,524
Change+43,361 (+6%)
Value$15.0M (+$1.3M)
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares752,232 from 744,449
Change+7,783 (+1%)
Value$14.9M (+$637.8K)
Filed 2026-10-15
Williams Jones Wealth Management, Llc.
DECREASED
Shares725,261 from 748,661
Change-23,400 (-3%)
Value$14.3M (+$24.0K)
Filed 2026-11-05
Cambiar Investors LLC
INCREASED
Shares700,000 from 201,323
Change+498,677 (+248%)
Value$13.8M (+$10.0M)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares674,403 from 696,213
Change-21,810 (-3%)
Value$13.3M (+$21.4K)
Filed 2026-11-06
Childress Capital Advisors, LLC
INCREASED
Shares604,803 from 602,340
Change+2,463 (+0%)
Value$12.0M (+$440.2K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares551,620 from 535,246
Change+16,374 (+3%)
Value$10.9M (+$671.6K)
Filed 2026-11-05
Hennessy Advisors Inc
UNCHANGED
Shares537,596 from 537,596
Change0 (0%)
Value$10.6M (+$349.4K)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares522,818 from 521,197
Change+1,621 (+0%)
Value$10.4M (+$370.7K)
Filed 2026-11-04
Fogel Capital Management, Inc.
INCREASED
Shares514,034 from 511,784
Change+2,250 (+0%)
Value$10.2M (+$377.1K)
Filed 2026-11-04
Elco Management Co., LLC
INCREASED
Shares504,780 from 503,905
Change+875 (+0%)
Value$10.0M (+$344.8K)
Filed 2026-10-14
Summit Securities Group LLC
DECREASED
Shares498,200 from 539,600
Change-41,400 (-8%)
Value$9.8M (-$467.7K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares472,212 from 360,079
Change+112,133 (+31%)
Value$9.3M (+$2.5M)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares459,776 from 462,475
Change-2,699 (-1%)
Value$9.1M (+$247.3K)
Filed 2026-10-28
SL Advisors, LLC
DECREASED
Shares448,898 from 473,898
Change-25,000 (-5%)
Value$8.9M (-$186.2K)
Filed 2026-10-13
Ascentis Wealth Management, LLC
INCREASED
Shares440,925 from 400,166
Change+40,759 (+10%)
Value$8.7M (+$1.1M)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares438,956 from 442,282
Change-3,326 (-1%)
Value$8.7M (+$221.7K)
Filed 2026-11-02
Moors & Cabot, Inc.
DECREASED
Shares431,966 from 438,705
Change-6,739 (-2%)
Value$8.5M (+$151.9K)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares423,653 from 344,628
Change+79,025 (+23%)
Value$8.4M (+$1.8M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares420,370 from 378,328
Change+42,042 (+11%)
Value$8.3M (+$1.1M)
Filed 2026-10-26
Private Management Group Inc
DECREASED
Shares401,075 from 401,269
Change-194 (0%)
Value$7.9M (+$257.0K)
Filed 2026-11-04
Gilman Hill Asset Management, LLC
DECREASED
Shares399,988 from 409,501
Change-9,513 (-2%)
Value$7.9M (+$78.1K)
Filed 2026-10-13
Simplex Trading, LLC
INCREASED
Shares389,158 from 277,185
Change+111,973 (+40%)
Value$7.7M (+$2.4M)
Filed 2026-11-04
Forum Financial Management, LP
DECREASED
Shares389,002 from 392,423
Change-3,421 (-1%)
Value$7.7M (+$187.5K)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares387,034 from 378,389
Change+8,645 (+2%)
Value$7.7M (+$416.9K)
Filed 2026-10-23
Salem Investment Counselors Inc
INCREASED
Shares383,387 from 383,381
Change+6 (0%)
Value$7.6M (+$249.3K)
Filed 2026-10-13
Capital Investment Advisors, LLC
INCREASED
Shares381,773 from 375,209
Change+6,564 (+2%)
Value$7.5M (+$373.6K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares381,258 from 338,209
Change+43,049 (+13%)
Value$7.5M (+$1.1M)
Filed 2026-10-08
Bahl & Gaynor LLC
INCREASED
Shares349,827 from 312,036
Change+37,791 (+12%)
Value$6.9M (+$950.0K)
Filed 2026-11-05
Cohen Capital Management, Inc.
UNCHANGED
Shares335,304 from 335,304
Change0 (0%)
Value$6.6M (+$217.9K)
Filed 2026-10-14
Simon Quick Advisors, LLC
INCREASED
Shares325,328 from 319,416
Change+5,912 (+2%)
Value$6.4M (+$324.5K)
Filed 2026-10-26
VestGen Advisors, LLC
INCREASED
Shares325,088 from 324,712
Change+376 (+0%)
Value$6.4M (+$218.5K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares324,300 from 287,345
Change+36,955 (+13%)
Value$6.4M (+$917.4K)
Filed 2026-11-06
Adell Harriman & Carpenter Inc
INCREASED
Shares317,289 from 295,196
Change+22,093 (+7%)
Value$6.3M (+$628.7K)
Filed 2026-11-02
Fort Washington Investment Advisors Inc
INCREASED
Shares310,480 from 287,074
Change+23,406 (+8%)
Value$6.1M (+$649.3K)
Filed 2026-10-15
Old North State Wealth Management, LLC
DECREASED
Shares303,582 from 311,656
Change-8,074 (-3%)
Value$6.0M (+$42.8K)
Filed 2026-10-22
DCF Advisers, LLC
UNCHANGED
Shares300,500 from 300,500
Change0 (0%)
Value$5.9M (+$195.3K)
Filed 2026-11-04
Everest Financial Group LLC
DECREASED
Shares294,486 from 304,501
Change-10,015 (-3%)
Value$5.8M (-$85)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares293,144 from 265,343
Change+27,801 (+10%)
Value$5.8M (+$722.1K)
Filed 2026-11-05
Nations Financial Group Inc,
DECREASED
Shares291,778 from 295,660
Change-3,882 (-1%)
Value$5.8M (+$115.4K)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares286,429 from 236,583
Change+49,846 (+21%)
Value$5.8M (+$1.3M)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares254,132 from 258,560
Change-4,428 (-2%)
Value$5.0M (+$80.5K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares252,141 from 215,505
Change+36,636 (+17%)
Value$5.0M (+$864.4K)
Filed 2026-10-23
ProShare Advisors LLC
DECREASED
Shares246,924 from 288,483
Change-41,559 (-14%)
Value$4.9M (-$634.1K)
Filed 2026-10-29
Calamos Advisors LLC
INCREASED
Shares244,843 from 230,990
Change+13,853 (+6%)
Value$4.8M (+$424.0K)
Filed 2026-11-02
North Star Investment Management Corp.
DECREASED
Shares244,063 from 244,602
Change-539 (0%)
Value$4.8M (+$148.3K)
Filed 2026-10-27
Savant Capital, LLC
INCREASED
Shares242,202 from 126,254
Change+115,948 (+92%)
Value$4.8M (+$2.3M)
Filed 2026-11-06
Baldwin Wealth Partners LLC
DECREASED
Shares237,603 from 240,664
Change-3,061 (-1%)
Value$4.7M (+$95.9K)
Filed 2026-10-13
Spirit of America Management Corp
UNCHANGED
Shares229,200 from 229,200
Change0 (0%)
Value$4.5M (+$149.0K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares228,579 from 215,650
Change+12,929 (+6%)
Value$4.5M (+$395.8K)
Filed 2026-11-05
American Assets Investment Management, LLC
UNCHANGED
Shares225,800 from 225,800
Change0 (0%)
Value$4.5M (+$146.8K)
Filed 2026-10-30
Jefferies Financial Group Inc.
NEW
Shares225,565
Change+225,565
Value$4.5M
Filed 2026-11-05
Confluence Wealth Services, Inc.
DECREASED
Shares225,498 from 253,943
Change-28,445 (-11%)
Value$4.5M (-$397.3K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares213,824 from 209,108
Change+4,716 (+2%)
Value$4.2M (+$229.2K)
Filed 2026-10-08
Brookstone Capital Management
DECREASED
Shares213,745 from 226,798
Change-13,053 (-6%)
Value$4.2M (-$110.6K)
Filed 2026-10-22
Venture Visionary Partners LLC
INCREASED
Shares212,506 from 142,838
Change+69,668 (+49%)
Value$4.2M (+$1.5M)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
DECREASED
Shares212,174 from 212,530
Change-356 (0%)
Value$4.2M (+$131.1K)
Filed 2026-11-06
180 Wealth Advisors, LLC
DECREASED
Shares208,376 from 211,064
Change-2,688 (-1%)
Value$4.1M (+$84.0K)
Filed 2026-11-03
Sentinel Trust Co LBA
UNCHANGED
Shares207,000 from 207,000
Change0 (0%)
Value$4.1M (+$4.1M)
Filed 2026-11-03
1900 Wealth Management LLC
INCREASED
Shares206,845 from 206,730
Change+115 (+0%)
Value$4.1M (+$136.6K)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares197,720 from 197,254
Change+466 (+0%)
Value$3.9M (+$137.4K)
Filed 2026-10-15
Oppenheimer Asset Management Inc.
DECREASED
Shares190,919 from 195,743
Change-4,824 (-2%)
Value$3.8M (+$31.9K)
Filed 2026-10-27
CFM Wealth Partners LLC
UNCHANGED
Shares188,858 from 188,858
Change0 (0%)
Value$3.7M (+$122.8K)
Filed 2026-11-05
Almanack Investment Partners, Llc.
INCREASED
Shares188,563 from 188,109
Change+454 (+0%)
Value$3.7M (+$131.3K)
Filed 2026-11-03
Clear Trail Advisors, LLC
INCREASED
Shares187,252 from 186,994
Change+258 (+0%)
Value$3.7M (+$126.6K)
Filed 2026-10-20
Keybank National Association
DECREASED
Shares184,472 from 226,315
Change-41,843 (-18%)
Value$3.6M (-$680.1K)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares180,215 from 175,693
Change+4,522 (+3%)
Value$3.6M (+$203.6K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares177,686 from 137,093
Change+40,593 (+30%)
Value$3.5M (+$891.6K)
Filed 2026-11-05
Corps Capital Advisors, LLC
DECREASED
Shares176,030 from 179,022
Change-2,992 (-2%)
Value$3.5M (+$57.2K)
Filed 2026-11-05
Terril Brothers, Inc.
UNCHANGED
Shares175,014 from 175,014
Change0 (0%)
Value$3.5M (+$113.8K)
Filed 2026-11-06
Visionary Wealth Advisors
INCREASED
Shares174,839 from 171,704
Change+3,135 (+2%)
Value$3.5M (+$173.6K)
Filed 2026-11-04
Ellsworth Advisors, LLC
INCREASED
Shares173,394 from 164,340
Change+9,054 (+6%)
Value$3.4M (+$156.0K)
Filed 2026-10-15
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares173,373 from 173,373
Change0 (0%)
Value$3.4M (+$112.7K)
Filed 2026-11-04
Enclave Advisors LLC
DECREASED
Shares171,169 from 176,063
Change-4,894 (-3%)
Value$3.4M (+$17.7K)
Filed 2026-10-14
GFS Advisors, LLC
UNCHANGED
Shares170,700 from 170,700
Change0 (0%)
Value$3.4M (+$3.4M)
Filed 2026-11-03
Ackerman Capital Advisors, LLC
UNCHANGED
Shares169,498 from 169,498
Change0 (0%)
Value$3.4M (+$110.2K)
Filed 2026-10-30
Texas Bank & Trust Co
UNCHANGED
Shares167,715 from 167,715
Change0 (0%)
Value$3.3M (+$109.0K)
Filed 2026-11-04
Aurora Private Wealth, Inc.
INCREASED
Shares167,538 from 164,913
Change+2,625 (+2%)
Value$3.3M (+$159.0K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
DECREASED
Shares166,444 from 166,770
Change-326 (0%)
Value$3.3M (+$101.9K)
Filed 2026-11-04
Level Four Advisory Services, LLC
DECREASED
Shares165,289 from 167,591
Change-2,302 (-1%)
Value$3.3M (+$63.4K)
Filed 2026-11-06
Kornitzer Capital Management Inc
DECREASED
Shares163,600 from 164,600
Change-1,000 (-1%)
Value$3.2M (+$87.2K)
Filed 2026-11-03
Moneco Advisors, LLC
DECREASED
Shares162,983 from 171,865
Change-8,882 (-5%)
Value$3.2M (-$63.9K)
Filed 2026-11-05
Pathway Financial Advisers, LLC
INCREASED
Shares159,589 from 151,332
Change+8,257 (+5%)
Value$3.2M (+$261.6K)
Filed 2026-10-27
Crescent Grove Advisors, LLC
INCREASED
Shares158,365 from 136,877
Change+21,488 (+16%)
Value$3.1M (+$513.8K)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares154,403 from 154,403
Change0 (0%)
Value$3.1M (+$100.4K)
Filed 2026-10-23
Royal Palms Capital LLC
DECREASED
Shares153,138 from 156,820
Change-3,682 (-2%)
Value$3.0M (+$29.1K)
Filed 2026-10-23
Baugh & Associates, LLC
INCREASED
Shares151,147 from 140,329
Change+10,818 (+8%)
Value$2.7M (+$16.0K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares148,863 from 147,164
Change+1,699 (+1%)
Value$2.9M (+$126.6K)
Filed 2026-10-23
Fortem Financial Group, LLC
INCREASED
Shares146,422 from 144,704
Change+1,718 (+1%)
Value$2.9M (+$128.0K)
Filed 2026-10-20
Millennium Capital Advisors, LLC
INCREASED
Shares142,797 from 142,382
Change+415 (+0%)
Value$2.8M (+$100.7K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares141,297 from 147,534
Change-6,237 (-4%)
Value$2.8M (-$28.0K)
Filed 2026-10-22
Davenport & Co LLC
INCREASED
Shares140,717 from 120,507
Change+20,210 (+17%)
Value$2.8M (+$477.9K)
Filed 2026-10-14
Fortitude Family Office, LLC
DECREASED
Shares139,125 from 147,995
Change-8,870 (-6%)
Value$2.8M (-$79.2K)
Filed 2026-10-14
Outfitters Financial LLC
UNCHANGED
Shares137,762 from 137,762
Change0 (0%)
Value$2.7M (+$89.5K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares136,450 from 127,608
Change+8,842 (+7%)
Value$2.7M (+$257.8K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares136,198 from 136,122
Change+76 (+0%)
Value$2.7M (+$90.0K)
Filed 2026-11-05
Sage Investment Counsel LLC
INCREASED
Shares134,811 from 134,810
Change+1 (0%)
Value$2.7M (+$87.6K)
Filed 2026-10-26
Sanders Morris Harris LLC
NEW
Shares134,348
Change+134,348
Value$2.7M
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares133,898 from 125,029
Change+8,869 (+7%)
Value$2.6M (+$169.6K)
Filed 2026-11-06
ACT Capital Partners, L.P.
NEW
Shares133,100
Change+133,100
Value$2.6M
Filed 2026-11-06
Rockwood Wealth Management, LLC
INCREASED
Shares132,506 from 132,450
Change+56 (+0%)
Value$2.6M (+$87.2K)
Filed 2026-10-27
Clarus Group, Inc.
DECREASED
Shares131,128 from 134,899
Change-3,771 (-3%)
Value$2.6M (+$13.1K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares128,821 from 128,247
Change+574 (+0%)
Value$2.5M (+$94.7K)
Filed 2026-10-28
Uptown Financial Advisors LLC
DECREASED
Shares124,894 from 128,774
Change-3,880 (-3%)
Value$2.5M (+$7.0K)
Filed 2026-10-15
Integrated Advisors Network LLC
INCREASED
Shares122,145 from 122,033
Change+112 (+0%)
Value$2.4M (+$81.5K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares121,794 from 48,300
Change+73,494 (+152%)
Value$2.4M (+$1.5M)
Filed 2026-10-29
Capital Asset Advisory Services LLC
INCREASED
Shares116,841 from 115,800
Change+1,041 (+1%)
Value$2.3M (+$127.4K)
Filed 2026-10-30
Indivisible Partners
DECREASED
Shares116,600 from 1,610,667
Change-1,494,067 (-93%)
Value$2.3M (-$28.5M)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares115,109 from 77,464
Change+37,645 (+49%)
Value$2.3M (+$794.6K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares112,215 from 110,394
Change+1,821 (+2%)
Value$2.2M (+$107.8K)
Filed 2026-11-05
Cornerstone Advisory, LLC
INCREASED
Shares109,694 from 109,070
Change+624 (+1%)
Value$2.2M (+$83.2K)
Filed 2026-11-06
Jacobi Capital Management LLC
DECREASED
Shares108,321 from 108,561
Change-240 (0%)
Value$2.1M (+$65.8K)
Filed 2026-11-05
Nfsg Corp
INCREASED
Shares107,547 from 104,211
Change+3,336 (+3%)
Value$2.1M (+$133.7K)
Filed 2026-10-15
Elemental Capital Partners LLC
INCREASED
Shares106,953 from 104,853
Change+2,100 (+2%)
Value$2.1M (+$109.7K)
Filed 2026-10-14
Private Wealth Partners, LLC
INCREASED
Shares106,500 from 96,500
Change+10,000 (+10%)
Value$2.1M (+$260.4K)
Filed 2026-10-22
Chapin Davis, Inc.
INCREASED
Shares105,426 from 103,905
Change+1,521 (+1%)
Value$2.1M (+$97.6K)
Filed 2026-10-09
Quantum Private Wealth, LLC
INCREASED
Shares104,596 from 104,048
Change+548 (+1%)
Value$2.1M (+$78.5K)
Filed 2026-10-20
Alpha Wealth Funds, LLC
INCREASED
Shares104,500 from 89,500
Change+15,000 (+17%)
Value$2.1M (+$369.4K)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares104,137 from 90,282
Change+13,855 (+15%)
Value$2.1M (+$332.6K)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED
Shares102,498 from 102,436
Change+62 (+0%)
Value$2.0M (+$67.8K)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares102,135 from 18,789
Change+83,346 (+444%)
Value$2.1M (+$1.7M)
Filed 2026-10-20
Legacy Advisors, LLC
UNCHANGED
Shares101,747 from 101,747
Change0 (0%)
Value$2.0M (+$66.1K)
Filed 2026-10-19
Silverlake Wealth Management LLC
DECREASED
Shares101,081 from 103,334
Change-2,253 (-2%)
Value$2.0M (+$22.6K)
Filed 2026-10-21
Kercheville Advisors, LLC
INCREASED
Shares101,028 from 100,459
Change+569 (+1%)
Value$2.0M (+$76.5K)
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares101,023 from 101,653
Change-630 (-1%)
Value$2.0M (+$53.7K)
Filed 2026-10-08
Ariston Services Group
UNCHANGED
Shares100,683 from 100,683
Change0 (0%)
Value$2.0M (+$65.4K)
Filed 2026-10-16
Intrua Financial, LLC
DECREASED
Shares99,360 from 101,462
Change-2,102 (-2%)
Value$2.0M (+$24.4K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares98,853 from 98,401
Change+452 (+0%)
Value$2.0M (+$78.8K)
Filed 2026-10-13
Merit Financial Group, LLC
DECREASED
Shares98,688 from 102,065
Change-3,377 (-3%)
Value$2.0M (-$405)
Filed 2026-11-06
HWG Holdings LP
INCREASED
Shares93,861 from 93,642
Change+219 (+0%)
Value$1.9M (+$65.2K)
Filed 2026-10-08
MSH Capital Advisors LLC
INCREASED
Shares93,746 from 92,016
Change+1,730 (+2%)
Value$1.9M (+$94.0K)
Filed 2026-11-03
Carrera Capital Advisors
INCREASED
Shares93,565 from 92,172
Change+1,393 (+2%)
Value$1.8M (+$87.4K)
Filed 2026-11-03
Evanson Financial, LLC
INCREASED
Shares93,555 from 83,013
Change+10,542 (+13%)
Value$1.8M (+$262.4K)
Filed 2026-10-23
Kirr Marbach & Co LLC
DECREASED
Shares92,718 from 95,392
Change-2,674 (-3%)
Value$1.8M (+$9.1K)
Filed 2026-10-20
Manske Wealth Management
DECREASED
Shares92,633 from 92,638
Change-5 (0%)
Value$1.8M (+$60.1K)
Filed 2026-10-26
Trust Co of Toledo NA
UNCHANGED
Shares92,447 from 92,447
Change0 (0%)
Value$1.8M (+$60.1K)
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares91,762 from 83,583
Change+8,179 (+10%)
Value$1.8M (+$216.0K)
Filed 2026-10-30
Meixler Investment Management, Ltd.
DECREASED
Shares90,000 from 90,475
Change-475 (-1%)
Value$1.8M (+$49.4K)
Filed 2026-11-03
Rossmore Private Capital
UNCHANGED
Shares90,000 from 90,000
Change0 (0%)
Value$1.8M (+$58.5K)
Filed 2026-10-27
McAdam, LLC
INCREASED
Shares89,764 from 88,891
Change+873 (+1%)
Value$1.8M (+$75.0K)
Filed 2026-10-21
Personal CFO Solutions, LLC
INCREASED
Shares89,129 from 88,931
Change+198 (+0%)
Value$1.8M (+$61.7K)
Filed 2026-11-06
Virtue Capital Management, LLC
INCREASED
Shares88,152 from 86,232
Change+1,920 (+2%)
Value$1.7M (+$91.9K)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares87,896
Change+87,896
Value$1.7M
Filed 2026-11-04
Cascade Investment Group, Inc.
DECREASED
Shares87,654 from 88,054
Change-400 (0%)
Value$1.7M (+$49.3K)
Filed 2026-10-13
Kelleher Financial Advisors
INCREASED
Shares86,845 from 43,696
Change+43,149 (+99%)
Value$1.7M (+$881.5K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED
Shares86,614 from 53,755
Change+32,859 (+61%)
Value$1.7M (+$684.6K)
Filed 2026-10-08
Gilpin Wealth Management, LLC
UNCHANGED
Shares86,007 from 86,007
Change0 (0%)
Value$1.7M (+$55.9K)
Filed 2026-10-09
Stablepoint Partners, LLC
DECREASED
Shares85,609 from 88,296
Change-2,687 (-3%)
Value$1.7M (+$4.3K)
Filed 2026-11-03
Summit Financial Strategies, Inc.
UNCHANGED
Shares85,242 from 85,242
Change0 (0%)
Value$1.7M (+$55.4K)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
INCREASED
Shares84,632 from 83,707
Change+925 (+1%)
Value$1.7M (+$72.7K)
Filed 2026-11-05
Aull & Monroe Investment Management Corp
UNCHANGED
Shares82,952 from 82,952
Change0 (0%)
Value$1.6M (+$53.9K)
Filed 2026-10-16
Albert D Mason Inc
INCREASED
Shares81,911 from 77,078
Change+4,833 (+6%)
Value$1.6M (+$145.6K)
Filed 2026-10-27
Enhancing Capital LLC
UNCHANGED
Shares80,640 from 80,640
Change0 (0%)
Value$1.6M (+$52.4K)
Filed 2026-10-26
Huntleigh Advisors, Inc.
DECREASED
Shares80,531 from 103,708
Change-23,177 (-22%)
Value$1.6M (-$390.8K)
Filed 2026-11-03
Glenview Trust Co
INCREASED
Shares78,769 from 78,315
Change+454 (+1%)
Value$1.6M (+$59.9K)
Filed 2026-10-28
GFG Capital, LLC
UNCHANGED
Shares78,668 from 78,668
Change0 (0%)
Value$1.6M (+$51.1K)
Filed 2026-10-16
Burford Brothers, Inc.
DECREASED
Shares78,351 from 80,581
Change-2,230 (-3%)
Value$1.5M (+$8.3K)
Filed 2026-10-21
Diversify Wealth Management, LLC
DECREASED
Shares76,256 from 99,789
Change-23,533 (-24%)
Value$1.5M (-$470.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares76,256 from 99,789
Change-23,533 (-24%)
Value$1.5M (-$470.8K)
Filed 2026-10-20
Gibraltar Capital Management, Inc.
INCREASED
Shares76,071 from 62,986
Change+13,085 (+21%)
Value$1.5M (+$299.6K)
Filed 2026-10-27
Addis & Hill, Inc
UNCHANGED
Shares75,658 from 75,658
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-19
Fidelity D & D Bancorp Inc
INCREASED
Shares74,747 from 73,225
Change+1,522 (+2%)
Value$1.5M (+$77.7K)
Filed 2026-11-05
Founders Financial Securities LLC
DECREASED
Shares74,700 from 74,966
Change-266 (0%)
Value$1.5M (+$43.5K)
Filed 2026-10-28
Penbrook Management LLC
DECREASED
Shares74,293 from 74,489
Change-196 (0%)
Value$1.5M (+$44.5K)
Filed 2026-10-16
Naples Global Advisors, LLC
INCREASED
Shares74,154 from 72,049
Change+2,105 (+3%)
Value$1.5M (+$88.4K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares73,379 from 75,780
Change-2,401 (-3%)
Value$1.5M (+$1.8K)
Filed 2026-10-16
Argyle Capital Partners, LLC
DECREASED
Shares73,134 from 76,390
Change-3,256 (-4%)
Value$1.4M (-$14.7K)
Filed 2026-10-23
Rhodes Investment Advisors Inc
INCREASED
Shares72,997 from 66,847
Change+6,150 (+9%)
Value$1.4M (+$165.0K)
Filed 2026-10-07
Soltis Investment Advisors LLC
INCREASED
Shares71,039 from 17,492
Change+53,547 (+306%)
Value$1.4M (+$1.1M)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares70,957 from 74,768
Change-3,811 (-5%)
Value$1.4M (-$26.7K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares70,684 from 98,868
Change-28,184 (-29%)
Value$1.4M (-$492.9K)
Filed 2026-10-13
Linscomb Wealth, Inc.
DECREASED
Shares70,524 from 80,734
Change-10,210 (-13%)
Value$1.4M (-$149.4K)
Filed 2026-11-05
Platform Technology Partners
INCREASED
Shares70,225 from 69,676
Change+549 (+1%)
Value$1.4M (+$56.1K)
Filed 2026-11-02
Miller Wealth Advisors, LLC
NEW
Shares69,900
Change+69,900
Value$1.4M
Filed 2026-11-02
Cullen Investment Group, Ltd.
INCREASED
Shares69,700 from 69,400
Change+300 (+0%)
Value$1.4M (+$95.6K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares69,145 from 66,563
Change+2,582 (+4%)
Value$1.4M (+$94.3K)
Filed 2026-10-23
Axiom Investment Management LLC
INCREASED
Shares68,937 from 67,412
Change+1,525 (+2%)
Value$1.4M (+$74.0K)
Filed 2026-11-03
Paragon Capital Management Ltd
UNCHANGED
Shares68,724 from 68,724
Change0 (0%)
Value$1.4M (+$44.7K)
Filed 2026-10-09
Apella Capital, LLC
DECREASED
Shares67,837 from 75,918
Change-8,081 (-11%)
Value$1.4M (-$114.6K)
Filed 2026-10-08
Lanark Financial, Inc.
DECREASED
Shares67,371 from 70,091
Change-2,720 (-4%)
Value$1.3M (-$8.2K)
Filed 2026-10-26
Sullivan Wood Capital Management LLC
DECREASED
Shares67,249 from 78,976
Change-11,727 (-15%)
Value$1.3M (-$180.5K)
Filed 2026-10-13
HBW Advisory Services LLC
INCREASED
Shares66,229 from 63,868
Change+2,361 (+4%)
Value$1.3M (+$88.2K)
Filed 2026-10-15
Stockman Wealth Management, Inc.
INCREASED
Shares65,966 from 65,291
Change+675 (+1%)
Value$1.3M (+$55.8K)
Filed 2026-10-27
Mattern Wealth Management LLC
UNCHANGED
Shares64,522 from 64,522
Change0 (0%)
Value$1.3M (+$41.9K)
Filed 2026-11-04
Directional Asset Management
DECREASED
Shares62,800 from 81,700
Change-18,900 (-23%)
Value$1.2M (-$320.5K)
Filed 2026-10-22
Obermeyer Wealth Partners
UNCHANGED
Shares61,445 from 61,445
Change0 (0%)
Value$1.2M (+$39.9K)
Filed 2026-10-21
Independent Wealth Network Inc.
DECREASED
Shares60,302 from 60,946
Change-644 (-1%)
Value$1.2M (+$26.9K)
Filed 2026-10-19
Kavar Capital Partners Group, LLC
INCREASED
Shares60,269 from 50,111
Change+10,158 (+20%)
Value$1.2M (+$233.4K)
Filed 2026-11-06
LMG Wealth Partners, LLC
UNCHANGED
Shares60,131 from 60,131
Change0 (0%)
Value$1.2M (+$39.1K)
Filed 2026-11-05
Avalon Capital Management
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$1.2M (+$39.0K)
Filed 2026-11-04
Xcel Wealth Management, LLC
INCREASED
Shares59,935 from 58,685
Change+1,250 (+2%)
Value$1.2M (+$62.9K)
Filed 2026-10-26
Claro Advisors Inc.
UNCHANGED
Shares59,814 from 59,814
Change0 (0%)
Value$1.2M (+$38.9K)
Filed 2026-11-02
Rahlfs Capital, LLC
INCREASED
Shares59,475 from 58,225
Change+1,250 (+2%)
Value$1.2M (+$62.6K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares58,970 from 49,785
Change+9,185 (+18%)
Value$1.2M (+$220.8K)
Filed 2026-11-03
Financial Management Professionals, Inc.
INCREASED
Shares58,359 from 58,350
Change+9 (+0%)
Value$1.2M (+$38.1K)
Filed 2026-10-23
Joseph P. Lucia & Associates, LLC
DECREASED
Shares58,242 from 59,939
Change-1,697 (-3%)
Value$1.2M (+$5.4K)
Filed 2026-10-30
Langley Wealth Management, LLC
DECREASED
Shares58,071 from 59,093
Change-1,022 (-2%)
Value$1.1M (+$18.2K)
Filed 2026-11-04
Merrion Investment Management Co, LLC
UNCHANGED
Shares58,000 from 58,000
Change0 (0%)
Value$1.1M (+$37.7K)
Filed 2026-10-16
Hourglass Capital, LLC
UNCHANGED
Shares57,141 from 57,141
Change0 (0%)
Value$1.1M (+$37.1K)
Filed 2026-10-26
Midwest Trust Co
DECREASED
Shares57,114 from 63,698
Change-6,584 (-10%)
Value$1.1M (-$88.8K)
Filed 2026-10-22
Welch Group, LLC
INCREASED
Shares56,875 from 34,263
Change+22,612 (+66%)
Value$1.1M (+$469.3K)
Filed 2026-10-29
Nilsine Partners, LLC
DECREASED
Shares56,771 from 57,271
Change-500 (-1%)
Value$1.1M (+$27.3K)
Filed 2026-11-02
Burney Co/
UNCHANGED
Shares56,447 from 56,447
Change0 (0%)
Value$1.1M (+$36.7K)
Filed 2026-10-15
Olistico Wealth, LLC
UNCHANGED
Shares56,246 from 56,246
Change0 (0%)
Value$1.1M (+$36.6K)
Filed 2026-10-05
RFG Advisory, LLC
DECREASED
Shares56,218 from 58,003
Change-1,785 (-3%)
Value$1.1M (+$2.4K)
Filed 2026-11-03
Griffin Asset Management, Inc.
DECREASED
Shares56,142 from 71,058
Change-14,916 (-21%)
Value$1.1M (-$248.7K)
Filed 2026-10-22
OceanIQ Capital, LLC
UNCHANGED
Shares55,825 from 55,825
Change0 (0%)
Value$1.1M (-$17.0K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
INCREASED
Shares55,791 from 51,011
Change+4,780 (+9%)
Value$1.1M (+$127.7K)
Filed 2026-10-13
Lavelle Capital LP
INCREASED
Shares55,756 from 55,239
Change+517 (+1%)
Value$1.1M (+$46.1K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
INCREASED
Shares55,351 from 55,314
Change+37 (+0%)
Value$1.1M (+$36.7K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares54,744 from 54,593
Change+151 (+0%)
Value$1.1M (+$38.5K)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
DECREASED
Shares54,659 from 54,757
Change-98 (0%)
Value$1.1M (+$33.6K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
INCREASED
Shares54,584 from 53,841
Change+743 (+1%)
Value$1.1M (+$49.7K)
Filed 2026-10-23
Diversified Enterprises, LLC
UNCHANGED
Shares53,923 from 53,923
Change0 (0%)
Value$1.1M (+$35.1K)
Filed 2026-10-19
Zega Investments, LLC
DECREASED
Shares53,600 from 54,433
Change-833 (-2%)
Value$1.1M (+$18.9K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares53,127 from 54,676
Change-1,549 (-3%)
Value$1.1M (+$4.9K)
Filed 2026-10-22
Capital Square, LLC
INCREASED
Shares52,231 from 51,369
Change+862 (+2%)
Value$1.0M (+$22.7K)
Filed 2026-10-19
McAlvany Wealth Management LLC
NEW
Shares51,708
Change+51,708
Value$1.0M
Filed 2026-10-29
CWA Asset Management Group, LLC
INCREASED
Shares51,442 from 40,792
Change+10,650 (+26%)
Value$1.0M (+$237.0K)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares51,284 from 50,299
Change+985 (+2%)
Value$1.0M (+$52.2K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED
Shares51,181 from 45,068
Change+6,113 (+14%)
Value$1.0M (+$150.2K)
Filed 2026-10-14
Ulrich Consultants & Investment Group, LLC
NEW
Shares50,942
Change+50,942
Value$1.0M
Filed 2026-10-13
Morton Capital Management LLC
INCREASED
Shares50,596 from 49,938
Change+658 (+1%)
Value$1.0M (+$45.5K)
Filed 2026-10-23
Compass Financial Group, Inc
DECREASED
Shares50,207 from 50,442
Change-235 (0%)
Value$992.6K (+$28.1K)
Filed 2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED
Shares50,087 from 22,798
Change+27,289 (+120%)
Value$1.0M (+$549.7K)
Filed 2026-10-21
Hurley Capital, LLC
INCREASED
Shares48,542 from 39,060
Change+9,482 (+24%)
Value$959.7K (+$212.9K)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares48,201 from 42,069
Change+6,132 (+15%)
Value$952.9K (+$148.6K)
Filed 2026-10-22
Oak Harvest Investment Services
INCREASED
Shares47,996 from 45,503
Change+2,493 (+5%)
Value$948.9K (+$78.9K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
DECREASED
Shares47,831 from 51,231
Change-3,400 (-7%)
Value$945.6K (-$33.9K)
Filed 2026-10-20
BLB&B Advisors, LLC
DECREASED
Shares47,426 from 47,926
Change-500 (-1%)
Value$937.6K (+$21.3K)
Filed 2026-10-27
KCM Investment Advisors LLC
INCREASED
Shares46,700 from 45,700
Change+1,000 (+2%)
Value$923.3K (+$49.5K)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
DECREASED
Shares46,595 from 51,356
Change-4,761 (-9%)
Value$921.2K (-$60.7K)
Filed 2026-10-26
Asset Allocation Strategies LLC
INCREASED
Shares46,254 from 45,234
Change+1,020 (+2%)
Value$914.4K (+$49.6K)
Filed 2026-10-20
Triad Wealth Partners, LLC
DECREASED
Shares46,207 from 47,967
Change-1,760 (-4%)
Value$913.5K (-$59.3K)
Filed 2026-10-26
Sunbeam Capital Management, LLC
INCREASED
Shares46,025 from 45,988
Change+37 (+0%)
Value$909.9K (+$30.6K)
Filed 2026-11-05
Maia Wealth LLC
INCREASED
Shares45,925 from 45,209
Change+716 (+2%)
Value$907.9K (+$43.5K)
Filed 2026-10-19
Wealth Alliance Advisory Group, LLC
DECREASED
Shares45,864 from 50,258
Change-4,394 (-9%)
Value$906.7K (-$54.2K)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED
Shares45,768 from 42,277
Change+3,491 (+8%)
Value$929.8K (+$123.4K)
Filed 2026-11-04
PDS Planning, Inc
INCREASED
Shares45,181 from 42,266
Change+2,915 (+7%)
Value$893.2K (+$85.1K)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares44,945 from 45,339
Change-394 (-1%)
Value$888.6K (+$21.7K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares44,560 from 51,893
Change-7,333 (-14%)
Value$881.0K (-$111.2K)
Filed 2026-10-21
Hardy Reed LLC
INCREASED
Shares44,388 from 44,040
Change+348 (+1%)
Value$877.6K (+$35.5K)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares44,041 from 44,389
Change-348 (-1%)
Value$870.7K (+$22.0K)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares43,781 from 46,950
Change-3,169 (-7%)
Value$865.5K (-$32.2K)
Filed 2026-11-03
Moody National Bank Trust Division
UNCHANGED
Shares43,365 from 43,365
Change0 (0%)
Value$857.3K (+$28.2K)
Filed 2026-10-06
Ballast, Inc.
UNCHANGED
Shares43,000 from 43,000
Change0 (0%)
Value$850.1K (+$28.0K)
Filed 2026-10-20
TMB Capital Partners, LLC
INCREASED
Shares42,931 from 42,553
Change+378 (+1%)
Value$848.7K (+$35.1K)
Filed 2026-10-20
Tctc Holdings, LLC
UNCHANGED
Shares42,348 from 42,348
Change0 (0%)
Value$837.2K (+$27.5K)
Filed 2026-11-02
First United Bank & Trust
INCREASED
Shares41,964 from 41,310
Change+654 (+2%)
Value$829.6K (+$39.8K)
Filed 2026-10-22
Waterfront Wealth Inc.
DECREASED
Shares41,940 from 42,385
Change-445 (-1%)
Value$846.8K (-$24.3K)
Filed 2026-11-03
Transcendent Capital Group LLC
INCREASED
Shares41,816 from 39,402
Change+2,414 (+6%)
Value$826.7K (+$73.3K)
Filed 2026-10-28
Parkside Financial Bank & Trust
UNCHANGED
Shares41,638 from 41,638
Change0 (0%)
Value$823.2K (+$27.1K)
Filed 2026-10-27
Noesis Capital Mangement Corp
INCREASED
Shares41,594 from 41,561
Change+33 (+0%)
Value$822.3K (+$27.7K)
Filed 2026-10-26
XML Financial, LLC
INCREASED
Shares40,715 from 40,336
Change+379 (+1%)
Value$804.9K (+$33.7K)
Filed 2026-10-29
Inscription Capital, LLC
DECREASED
Shares40,499 from 77,230
Change-36,731 (-48%)
Value$800.7K (-$676.0K)
Filed 2026-11-02
N10 Wealth, LLC
NEW
Shares40,000
Change+40,000
Value$790.8K
Filed 2026-10-14
Everhart Financial Group, Inc.
NEW
Shares39,917
Change+39,917
Value$789.2K
Filed 2026-10-08
Well Done, LLC
NEW
Shares39,744
Change+39,744
Value$785.7K
Filed 2026-10-20
Miramontes Capital, LLC
INCREASED
Shares39,487 from 39,202
Change+285 (+1%)
Value$780.7K (+$31.1K)
Filed 2026-10-19
Citizens Financial Group Inc
INCREASED
Shares39,222 from 23,540
Change+15,682 (+67%)
Value$775.4K (+$325.3K)
Filed 2026-10-23
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares38,872 from 35,457
Change+3,415 (+10%)
Value$768.5K (+$90.6K)
Filed 2026-10-29
Canvas Wealth Advisors, LLC
INCREASED
Shares38,685 from 38,672
Change+13 (+0%)
Value$807.7K (+$68.3K)
Filed 2026-11-02
Chiron Capital Management, LLC
DECREASED
Shares38,345 from 38,795
Change-450 (-1%)
Value$758.1K (+$16.3K)
Filed 2026-10-15
Kathmere Capital Management, LLC
DECREASED
Shares37,947 from 38,708
Change-761 (-2%)
Value$750.2K (+$10.1K)
Filed 2026-10-20
Greatmark Investment Partners, Inc.
INCREASED
Shares37,712 from 22,712
Change+15,000 (+66%)
Value$745.6K (+$311.3K)
Filed 2026-10-28
Diversified Trust Co
DECREASED
Shares37,608 from 39,757
Change-2,149 (-5%)
Value$743.5K (-$16.6K)
Filed 2026-11-06
Lee Financial Co
DECREASED
Shares37,584 from 40,304
Change-2,720 (-7%)
Value$743.0K (-$27.6K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
INCREASED
Shares37,562 from 33,356
Change+4,206 (+13%)
Value$742.6K (+$104.8K)
Filed 2026-11-03
Mallini Complete Financial Planning LLC
INCREASED
Shares37,256 from 36,655
Change+601 (+2%)
Value$736.6K (+$35.7K)
Filed 2026-10-06
Jeppson Wealth Management, LLC
INCREASED
Shares36,131 from 35,513
Change+618 (+2%)
Value$714.3K (+$35.3K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares35,705 from 13,410
Change+22,295 (+166%)
Value$705.9K (+$449.5K)
Filed 2026-11-04
Gould Asset Management LLC
INCREASED
Shares35,549 from 35,149
Change+400 (+1%)
Value$702.8K (+$30.8K)
Filed 2026-11-06
Wealthstar Advisors, LLC
INCREASED
Shares35,104 from 34,446
Change+658 (+2%)
Value$694.0K (+$35.4K)
Filed 2026-10-19
Winebrenner Capital Management LLC
DECREASED
Shares35,056 from 36,289
Change-1,233 (-3%)
Value$693.1K (-$791)
Filed 2026-10-07
Abner Herrman & Brock LLC
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$692.0K (+$691.3K)
Filed 2026-10-20
Archford Capital Strategies, LLC
INCREASED
Shares34,754 from 34,713
Change+41 (+0%)
Value$687.1K (+$23.4K)
Filed 2026-10-19
Alessandra Capital Management, LLC
UNCHANGED
Shares34,700 from 34,700
Change0 (0%)
Value$686.0K (+$22.6K)
Filed 2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares34,686 from 35,166
Change-480 (-1%)
Value$685.7K (+$13.4K)
Filed 2026-10-14
ARS Wealth Advisors Group, LLC
INCREASED
Shares34,542 from 34,540
Change+2 (+0%)
Value$682.9K (+$22.5K)
Filed 2026-10-16
Chung Wu Investment Group, LLC
INCREASED
Shares33,789 from 33,081
Change+708 (+2%)
Value$668.0K (+$35.5K)
Filed 2026-11-03
Romano Brothers and Company
UNCHANGED
Shares33,502 from 33,502
Change0 (0%)
Value$662.3K (+$21.8K)
Filed 2026-10-22
Florida Trust Wealth Management Co
DECREASED
Shares33,423 from 34,153
Change-730 (-2%)
Value$660.8K (+$7.8K)
Filed 2026-11-05
Integrity Alliance, Llc.
DECREASED
Shares32,973 from 35,154
Change-2,181 (-6%)
Value$651.9K (-$20.3K)
Filed 2026-10-29
Beam Wealth Advisors, Inc.
DECREASED
Shares32,862 from 33,542
Change-680 (-2%)
Value$649.7K (+$8.4K)
Filed 2026-11-03
SeedSafe Financial LLC
INCREASED
Shares32,824 from 24,124
Change+8,700 (+36%)
Value$648.9K (+$187.7K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares32,714 from 28,882
Change+3,832 (+13%)
Value$646.8K (+$94.5K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares32,533 from 31,245
Change+1,288 (+4%)
Value$643.2K (+$45.8K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
DECREASED
Shares32,467 from 35,143
Change-2,676 (-8%)
Value$641.9K (-$30.1K)
Filed 2026-10-22
Trifecta Capital Advisors, LLC
UNCHANGED
Shares32,300 from 32,300
Change0 (0%)
Value$638.6K (+$21.0K)
Filed 2026-10-21
SP Asset Management LLC
INCREASED
Shares32,191 from 31,686
Change+505 (+2%)
Value$636.4K (+$30.6K)
Filed 2026-11-05
Lake Street Private Wealth, LLC
INCREASED
Shares32,116 from 32,032
Change+84 (+0%)
Value$634.9K (+$22.5K)
Filed 2026-10-22
Avion Wealth
INCREASED
Shares31,954 from 28,446
Change+3,508 (+12%)
Value$631.0K (+$88.0K)
Filed 2026-11-04
Conning Inc.
UNCHANGED
Shares31,667 from 31,667
Change0 (0%)
Value$626.1K (+$20.6K)
Filed 2026-10-27
Collaborative Capital Advisors LLC
UNCHANGED
Shares31,255 from 31,255
Change0 (0%)
Value$617.9K (+$20.3K)
Filed 2026-11-06
Fortitude Advisory Group L.L.C.
INCREASED
Shares31,196 from 29,269
Change+1,927 (+7%)
Value$616.7K (+$57.1K)
Filed 2026-10-15
KPP Advisory Services LLC
DECREASED
Shares31,167 from 35,841
Change-4,674 (-13%)
Value$616.2K (-$69.1K)
Filed 2026-10-26
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares30,912 from 28,340
Change+2,572 (+9%)
Value$611.1K (+$69.3K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
DECREASED
Shares30,870 from 35,016
Change-4,146 (-12%)
Value$620.5K (-$46.2K)
Filed 2026-10-16
SmartHarvest Portfolios, LLC
DECREASED
Shares30,562 from 31,168
Change-606 (-2%)
Value$604.2K (+$8.3K)
Filed 2026-10-26
Asio Capital, LLC
UNCHANGED
Shares30,500 from 30,500
Change0 (0%)
Value$603.0K (+$19.8K)
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares30,496 from 30,335
Change+161 (+1%)
Value$602.9K (+$22.9K)
Filed 2026-10-23
Whalen Wealth Management Inc.
INCREASED
Shares30,314 from 27,714
Change+2,600 (+9%)
Value$599.3K (+$69.4K)
Filed 2026-10-08
Lynx Capital Group LTD
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$593.1K (+$19.5K)
Filed 2026-11-04
Saxony Capital Management, LLC
INCREASED
Shares29,999 from 26,068
Change+3,931 (+15%)
Value$593.1K (+$94.7K)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares29,941 from 30,048
Change-107 (0%)
Value$591.9K (+$17.4K)
Filed 2026-10-14
State of Wyoming
INCREASED
Shares29,628 from 22,822
Change+6,806 (+30%)
Value$585.7K (+$149.4K)
Filed 2026-10-28
MV Capital Management, Inc.
INCREASED
Shares29,578 from 29,114
Change+464 (+2%)
Value$584.8K (+$28.1K)
Filed 2026-10-29
Pinnacle Associates LTD
DECREASED
Shares29,475 from 31,566
Change-2,091 (-7%)
Value$582.7K (-$20.8K)
Filed 2026-10-20
Retirement Investment Advisors, Inc.
INCREASED
Shares29,312 from 28,467
Change+845 (+3%)
Value$579.5K (+$24.0K)
Filed 2026-10-22
Aviance Capital Partners, LLC
INCREASED
Shares29,167 from 26,167
Change+3,000 (+11%)
Value$576.6K (+$76.3K)
Filed 2026-10-29
Spring Capital Management, LLC
UNCHANGED
Shares29,000 from 29,000
Change0 (0%)
Value$573.3K (+$18.9K)
Filed 2026-10-09
DMC Group, LLC
UNCHANGED
Shares29,000 from 29,000
Change0 (0%)
Value$573.3K (+$18.9K)
Filed 2026-10-26
Optima Capital LLC
DECREASED
Shares28,952 from 29,048
Change-96 (0%)
Value$572.4K (+$17.0K)
Filed 2026-10-29
Whipplewood Advisors, LLC
UNCHANGED
Shares28,923 from 28,923
Change0 (0%)
Value$571.8K (+$18.8K)
Filed 2026-10-20
Fisher Asset Management, LLC
DECREASED
Shares28,339 from 29,736
Change-1,397 (-5%)
Value$560.3K (-$8.3K)
Filed 2026-11-06
Novem Group
DECREASED
Shares28,338 from 31,302
Change-2,964 (-9%)
Value$560.2K (-$38.3K)
Filed 2026-10-19
Fulcrum Wealth Advisors, LLC
INCREASED
Shares28,308 from 24,824
Change+3,484 (+14%)
Value$559.6K (+$85.0K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares28,230 from 134,661
Change-106,431 (-79%)
Value$558.1K (-$2.0M)
Filed 2026-10-21
Summit Financial Wealth Advisors, LLC
INCREASED
Shares28,181 from 28,087
Change+94 (+0%)
Value$557.1K (+$20.1K)
Filed 2026-10-15
Doliver Advisors, LP
DECREASED
Shares28,126 from 29,217
Change-1,091 (-4%)
Value$556.1K (-$2.6K)
Filed 2026-10-01
Plan Group Financial, LLC
DECREASED
Shares27,940 from 32,012
Change-4,072 (-13%)
Value$546.2K (-$65.8K)
Filed 2026-10-22
Covenant Asset Management, LLC
UNCHANGED
Shares27,888 from 27,888
Change0 (0%)
Value$551.3K (+$18.1K)
Filed 2026-10-14
First Trust Capital Management L.P.
INCREASED
Shares27,829 from 12,346
Change+15,483 (+125%)
Value$550.2K (+$314.1K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares27,730 from 51,741
Change-24,011 (-46%)
Value$548.2K (-$441.1K)
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares27,655 from 24,402
Change+3,253 (+13%)
Value$546.8K (+$80.2K)
Filed 2026-10-14
LongView Wealth Management
INCREASED
Shares27,543 from 27,528
Change+15 (+0%)
Value$544.5K (+$18.2K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares27,490 from 27,194
Change+296 (+1%)
Value$543.5K (+$23.5K)
Filed 2026-10-13
TopTier Wealth Management, LLC
INCREASED
Shares27,488 from 27,292
Change+196 (+1%)
Value$543.4K (+$21.6K)
Filed 2026-10-16
Fermata Advisors, LLC
INCREASED
Shares27,451 from 26,101
Change+1,350 (+5%)
Value$542.7K (+$43.6K)
Filed 2026-10-13
Provident Investment Management, Inc.
UNCHANGED
Shares27,391 from 27,391
Change0 (0%)
Value$541.5K (+$17.8K)
Filed 2026-10-23
Shrier Wealth Management, LLC
UNCHANGED
Shares27,139 from 27,139
Change0 (0%)
Value$536.5K (+$17.6K)
Filed 2026-10-20
AlphaStar Capital Management, LLC
INCREASED
Shares27,047 from 25,893
Change+1,154 (+4%)
Value$534.7K (+$39.6K)
Filed 2026-10-16
Whitener Capital Management, Inc.
DECREASED
Shares27,025 from 27,425
Change-400 (-1%)
Value$534.3K (+$9.9K)
Filed 2026-10-15
Flynn Zito Capital Management, LLC
INCREASED
Shares26,898 from 26,604
Change+294 (+1%)
Value$531.8K (+$23.1K)
Filed 2026-11-04
Blueprint Investment Partners LLC
DECREASED
Shares26,875 from 30,709
Change-3,834 (-12%)
Value$531.3K (-$55.8K)
Filed 2026-10-28
Fulton Bank, N.A.
UNCHANGED
Shares26,719 from 26,719
Change0 (0%)
Value$528.2K (+$17.4K)
Filed 2026-10-14
AM Investment Strategies LLC
INCREASED
Shares26,598 from 24,340
Change+2,258 (+9%)
Value$526.0K (+$525.5K)
Filed 2026-11-05
Blueprint Financial Advisors LLC
DECREASED
Shares26,588 from 30,709
Change-4,121 (-13%)
Value$525.6K (-$61.5K)
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares26,575 from 19,488
Change+7,087 (+36%)
Value$525.4K (+$130.3K)
Filed 2026-10-30
Magnus Financial Group LLC
DECREASED
Shares26,521 from 26,930
Change-409 (-2%)
Value$524.3K (+$9.4K)
Filed 2026-10-21
Sweeney & Michel, LLC
INCREASED
Shares26,434 from 25,870
Change+564 (+2%)
Value$522.6K (+$1.8K)
Filed 2026-10-16
Tritonpoint Wealth, LLC
UNCHANGED
Shares26,229 from 26,229
Change0 (0%)
Value$518.5K (+$17.0K)
Filed 2026-10-19
Verus Capital Partners, LLC
DECREASED
Shares25,921 from 26,186
Change-265 (-1%)
Value$512.5K (+$11.8K)
Filed 2026-11-03
Cookson Peirce & Co Inc
UNCHANGED
Shares25,653 from 25,653
Change0 (0%)
Value$507.2K (+$16.7K)
Filed 2026-10-30
Diligent Investors, LLC
DECREASED
Shares25,605 from 29,361
Change-3,756 (-13%)
Value$506.2K (-$55.2K)
Filed 2026-10-21
Financial Partners Group, Inc
INCREASED
Shares25,604 from 25,224
Change+380 (+2%)
Value$506.2K (+$23.9K)
Filed 2026-10-19
Ballast Rock Private Wealth LLC
INCREASED
Shares25,584 from 25,583
Change+1 (0%)
Value$505.8K (+$16.6K)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares25,529 from 25,565
Change-36 (0%)
Value$504.7K (+$15.9K)
Filed 2026-11-05
Aldebaran Financial Inc.
UNCHANGED
Shares25,245 from 25,245
Change0 (0%)
Value$499.1K (+$16.4K)
Filed 2026-11-06
Ulland Investment Advisors, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$494.0K (+$493.5K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED
Shares24,949 from 26,007
Change-1,058 (-4%)
Value$493.2K (-$4.0K)
Filed 2026-10-21
Smithbridge Asset Management Inc
UNCHANGED
Shares24,896 from 24,896
Change0 (0%)
Value$492.2K (+$16.2K)
Filed 2026-10-19
Hartford Financial Management Inc.
UNCHANGED
Shares24,805 from 24,805
Change0 (0%)
Value$490.4K (+$16.1K)
Filed 2026-10-21
CapWealth Advisors, LLC
UNCHANGED
Shares24,720 from 24,720
Change0 (0%)
Value$488.7K (+$16.1K)
Filed 2026-10-05
Foguth Wealth Management, Llc.
INCREASED
Shares24,568 from 24,423
Change+145 (+1%)
Value$497.7K (+$2.4K)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
INCREASED
Shares24,303 from 23,886
Change+417 (+2%)
Value$480.5K (+$23.8K)
Filed 2026-10-20
Uniting Wealth Partners, LLC
INCREASED
Shares24,271 from 23,903
Change+368 (+2%)
Value$479.8K (+$22.8K)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED
Shares24,144 from 25,654
Change-1,510 (-6%)
Value$477.3K (-$13.2K)
Filed 2026-10-16
Thrive Wealth Management, LLC
INCREASED
Shares24,096 from 24,095
Change+1 (0%)
Value$476.4K (+$15.7K)
Filed 2026-10-13
Canton Hathaway, LLC
UNCHANGED
Shares24,000 from 24,000
Change0 (0%)
Value$474.5K (+$15.6K)
Filed 2026-10-23
Gruss & Co., LLC
UNCHANGED
Shares24,000 from 24,000
Change0 (0%)
Value$474.5K (+$15.6K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares23,850
Change+23,850
Value$471.5K
Filed 2026-11-03
First National Trust Co
DECREASED
Shares23,843 from 24,371
Change-528 (-2%)
Value$471.4K (+$5.4K)
Filed 2026-10-28
Anchyra Partners LLC
NEW
Shares23,840
Change+23,840
Value$471.3K
Filed 2026-10-13
Tiller Private Wealth, Inc.
INCREASED
Shares23,802 from 23,791
Change+11 (+0%)
Value$470.6K (+$15.7K)
Filed 2026-10-26
Chesley Taft & Associates LLC
UNCHANGED
Shares23,786 from 23,786
Change0 (0%)
Value$470.2K (+$15.5K)
Filed 2026-10-13
Parkway Wealth Management Group, LLC
INCREASED
Shares23,605 from 20,651
Change+2,954 (+14%)
Value$466.7K (+$71.8K)
Filed 2026-10-20
Meadowbrook Wealth Management, LLC
UNCHANGED
Shares23,500 from 23,500
Change0 (0%)
Value$464.6K (+$16.9K)
Filed 2026-10-08
Tcfg Investment Advisors, LLC
DECREASED
Shares23,097 from 27,077
Change-3,980 (-15%)
Value$456.6K (-$61.1K)
Filed 2026-10-20
Madden Securities Corp
INCREASED
Shares23,025 from 23,013
Change+12 (+0%)
Value$455.2K (+$15.2K)
Filed 2026-10-27
WP Advisors, LLC
INCREASED
Shares22,870 from 22,543
Change+327 (+1%)
Value$452.1K (+$21.1K)
Filed 2026-10-22
Certuity, LLC
UNCHANGED
Shares22,825 from 22,825
Change0 (0%)
Value$451.3K (+$14.8K)
Filed 2026-11-02
Farmers & Merchants Investments Inc
INCREASED
Shares22,546 from 21,546
Change+1,000 (+5%)
Value$445.7K (+$33.8K)
Filed 2026-10-22
SLT Holdings LLC
NEW
Shares22,500
Change+22,500
Value$444.8K
Filed 2026-10-15
ACT Wealth Management, LLC
UNCHANGED
Shares22,500 from 22,500
Change0 (0%)
Value$444.8K (+$14.6K)
Filed 2026-10-09
Central Trust Co
UNCHANGED
Shares22,204 from 22,204
Change0 (0%)
Value$439.0K (+$14.4K)
Filed 2026-11-05
Belfer Management LLC
UNCHANGED
Shares22,155 from 22,155
Change0 (0%)
Value$438.0K (+$14.4K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
INCREASED
Shares22,123 from 21,920
Change+203 (+1%)
Value$437.4K (+$18.3K)
Filed 2026-10-30
Sage Capital Management, LLC
UNCHANGED
Shares22,091 from 22,091
Change0 (0%)
Value$436.8K (+$14.4K)
Filed 2026-10-20
Artesa Financial Group, LLC
DECREASED
Shares22,013 from 23,374
Change-1,361 (-6%)
Value$435.2K (-$11.7K)
Filed 2026-10-29
Cadent Capital Advisors, LLC
INCREASED
Shares21,698 from 21,515
Change+183 (+1%)
Value$429.0K (+$17.6K)
Filed 2026-10-09
Tranquility Partners, LLC
INCREASED
Shares21,565 from 21,246
Change+319 (+2%)
Value$426.3K (+$20.1K)
Filed 2026-10-20
C2c Wealth Management, LLC
UNCHANGED
Shares21,493 from 21,493
Change0 (0%)
Value$424.9K (+$14.0K)
Filed 2026-10-20
Granite Group Advisors, LLC
INCREASED
Shares21,411 from 21,388
Change+23 (+0%)
Value$423.3K (+$14.4K)
Filed 2026-10-14
TT Capital Management LLC
DECREASED
Shares21,400 from 26,900
Change-5,500 (-20%)
Value$423.1K (-$91.3K)
Filed 2026-10-15
Fifth Third Wealth Advisors LLC
DECREASED
Shares21,377 from 26,071
Change-4,694 (-18%)
Value$422.6K (-$75.8K)
Filed 2026-10-22
United Advisor Group, LLC
INCREASED
Shares21,363 from 19,863
Change+1,500 (+8%)
Value$422.3K (+$42.6K)
Filed 2026-11-03
Mindset Wealth Management, LLC
UNCHANGED
Shares21,040 from 21,040
Change0 (0%)
Value$416.0K (+$13.7K)
Filed 2026-10-19
M.E. Allison & Co., Inc.
DECREASED
Shares21,035 from 25,535
Change-4,500 (-18%)
Value$415.9K (-$72.4K)
Filed 2026-10-09
Edgemoor Investment Advisors, Inc.
INCREASED
Shares20,795 from 20,788
Change+7 (+0%)
Value$411.1K (+$13.6K)
Filed 2026-11-03
Enzi Wealth
NEW
Shares20,785
Change+20,785
Value$425.7K
Filed 2026-10-14
E&G Advisors, LLC
UNCHANGED
Shares20,712 from 20,712
Change0 (0%)
Value$409.5K (+$13.5K)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares20,684
Change+20,684
Value$420
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares20,657 from 113,109
Change-92,452 (-82%)
Value$408.4K (-$1.8M)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares20,560 from 22,804
Change-2,244 (-10%)
Value$406.5K (-$29.5K)
Filed 2026-10-21
Tepp RIA, LLC
UNCHANGED
Shares20,535 from 20,535
Change0 (0%)
Value$406.0K (+$13.3K)
Filed 2026-10-14
Eastern Bank
UNCHANGED
Shares20,440 from 20,440
Change0 (0%)
Value$404.1K (+$13.3K)
Filed 2026-10-05
JBR Co Financial Management Inc
UNCHANGED
Shares20,391 from 20,391
Change0 (0%)
Value$388.4K (-$1.4K)
Filed 2026-10-13
AGF Management LTD
UNCHANGED
Shares20,176 from 20,176
Change0 (0%)
Value$398.9K (+$13.1K)
Filed 2026-11-03
Simplicity Wealth,LLC
DECREASED
Shares20,140 from 22,882
Change-2,742 (-12%)
Value$398.2K (-$39.3K)
Filed 2026-10-23
Shepherd Financial Partners LLC
INCREASED
Shares20,098 from 19,910
Change+188 (+1%)
Value$397.3K (+$16.7K)
Filed 2026-11-03
Weil Company, Inc.
INCREASED
Shares20,004 from 19,983
Change+21 (+0%)
Value$395.5K (+$13.4K)
Filed 2026-10-14
Kennedy Investment Group, Inc.
DECREASED
Shares19,945 from 20,043
Change-98 (0%)
Value$394.3K (+$11.1K)
Filed 2026-10-21
Purus Wealth Management, LLC
INCREASED
Shares19,531 from 18,500
Change+1,031 (+6%)
Value$386.1K (+$32.4K)
Filed 2026-10-15
Purkiss Capital Advisors LLC
INCREASED
Shares19,456 from 19,304
Change+152 (+1%)
Value$384.6K (+$15.5K)
Filed 2026-11-06
Advisory Solutions Group, LLC
NEW
Shares19,228
Change+19,228
Value$380.1K
Filed 2026-10-14
Westover Capital Advisors, LLC
UNCHANGED
Shares19,200 from 19,200
Change0 (0%)
Value$379.6K (+$12.5K)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares19,052 from 18,035
Change+1,017 (+6%)
Value$376.6K (+$31.8K)
Filed 2026-11-04
Mattern Capital Management, LLC
UNCHANGED
Shares19,003 from 19,003
Change0 (0%)
Value$375.7K (+$12.4K)
Filed 2026-11-02
Sapient Capital LLC
INCREASED
Shares18,864 from 15,864
Change+3,000 (+19%)
Value$372.9K (+$69.6K)
Filed 2026-10-08
Trueblood Wealth Management, LLC
UNCHANGED
Shares18,846 from 18,846
Change0 (0%)
Value$372.6K (+$12.2K)
Filed 2026-10-23
Southern Financial Group, LLC
DECREASED
Shares18,803 from 20,243
Change-1,440 (-7%)
Value$371.7K (-$15.3K)
Filed 2026-10-30
Koshinski Asset Management, Inc.
DECREASED
Shares18,796 from 19,623
Change-827 (-4%)
Value$371.6K (-$3.6K)
Filed 2026-10-29
Carnegie Investment Counsel
DECREASED
Shares18,775 from 22,340
Change-3,565 (-16%)
Value$371.2K (-$56.0K)
Filed 2026-10-20
Register Financial Advisors LLC
INCREASED
Shares18,758 from 18,735
Change+23 (+0%)
Value$370.8K (+$12.6K)
Filed 2026-10-23
Salvus Wealth Management, LLC
INCREASED
Shares18,680 from 18,673
Change+7 (+0%)
Value$369.3K (+$12.3K)
Filed 2026-10-13
Woodmont Investment Counsel LLC
INCREASED
Shares18,551 from 12,104
Change+6,447 (+53%)
Value$366.8K (+$135.3K)
Filed 2026-10-29
Grey Fox Wealth Advisors, LLC
INCREASED
Shares18,533 from 18,422
Change+111 (+1%)
Value$366.4K (+$14.2K)
Filed 2026-11-03
Bison Wealth, LLC
INCREASED
Shares18,503 from 18,251
Change+252 (+1%)
Value$377.6K (+$26.3K)
Filed 2026-10-13
Arista Wealth Management, LLC
UNCHANGED
Shares18,437 from 18,437
Change0 (0%)
Value$364.5K (+$12.0K)
Filed 2026-10-29
Harmony Asset Management LLC
DECREASED
Shares18,427 from 18,459
Change-32 (0%)
Value$364.3K (+$11.4K)
Filed 2026-10-20
Opus Capital Group, LLC
UNCHANGED
Shares18,399 from 18,399
Change0 (0%)
Value$364.0K (+$12.0K)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares18,394 from 13,047
Change+5,347 (+41%)
Value$363.6K (+$114.2K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED
Shares18,338 from 18,330
Change+8 (+0%)
Value$362.5K (+$12.1K)
Filed 2026-10-27
Fulcrum Asset Management LLP
DECREASED
Shares18,227 from 18,664
Change-437 (-2%)
Value$362.9K (+$7.2K)
Filed 2026-11-04
World Equity Group, Inc.
DECREASED
Shares17,977 from 22,696
Change-4,719 (-21%)
Value$355.4K (-$78.5K)
Filed 2026-10-14
Newman Dignan & Sheerar, Inc.
INCREASED
Shares17,840 from 17,584
Change+256 (+1%)
Value$352.7K (+$16.5K)
Filed 2026-10-21
Csenge Advisory Group
INCREASED
Shares17,815 from 17,630
Change+185 (+1%)
Value$352.2K (+$15.1K)
Filed 2026-11-04
Wealth Dimensions Group, Ltd.
INCREASED
Shares17,528 from 17,360
Change+168 (+1%)
Value$346.5K (+$14.6K)
Filed 2026-11-02
Symmetry Partners, LLC
UNCHANGED
Shares17,500 from 17,500
Change0 (0%)
Value$346.0K (+$11.4K)
Filed 2026-10-27
RiverTree Advisors, LLC
UNCHANGED
Shares17,500 from 17,500
Change0 (0%)
Value$346.0K (+$11.4K)
Filed 2026-10-13
Searle & Co.
DECREASED
Shares17,499 from 20,499
Change-3,000 (-15%)
Value$346.0K (-$46.0K)
Filed 2026-11-04
Vista Investment Partners LLC
UNCHANGED
Shares17,492 from 17,492
Change0 (0%)
Value$345.8K (+$11.4K)
Filed 2026-10-08
Curated Wealth Partners LLC
UNCHANGED
Shares17,450 from 17,450
Change0 (0%)
Value$345.0K (+$11.3K)
Filed 2026-10-15
Michels Family Financial, LLC
DECREASED
Shares17,354 from 21,935
Change-4,581 (-21%)
Value$343.1K (-$76.3K)
Filed 2026-11-02
Wealth Quarterback LLC
UNCHANGED
Shares17,307 from 17,307
Change0 (0%)
Value$342.2K (+$11.2K)
Filed 2026-10-20
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares17,248 from 16,977
Change+271 (+2%)
Value$341.0K (+$16.4K)
Filed 2026-10-09
One Way Holdings LLC
DECREASED
Shares17,087 from 19,394
Change-2,307 (-12%)
Value$337.8K (-$33.0K)
Filed 2026-10-29
Bedel Financial Consulting, Inc.
INCREASED
Shares17,078 from 16,739
Change+339 (+2%)
Value$337.6K (+$17.6K)
Filed 2026-11-06
Tactive Advisors, LLC
INCREASED
Shares17,031 from 13,834
Change+3,197 (+23%)
Value$336.7K (+$72.2K)
Filed 2026-10-08
Leisure Capital Management
UNCHANGED
Shares17,008 from 17,008
Change0 (0%)
Value$336.2K (+$11.1K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares17,000 from 15,000
Change+2,000 (+13%)
Value$336.1K (+$49.3K)
Filed 2026-11-05
Thrivent Financial for Lutherans
NEW
Shares16,955
Change+16,955
Value$341
Filed 2026-11-05
Crumly & Associates Inc.
UNCHANGED
Shares16,948 from 16,948
Change0 (0%)
Value$335.1K (+$11.0K)
Filed 2026-10-07
Fairvoy Private Wealth, LLC
UNCHANGED
Shares16,935 from 16,935
Change0 (0%)
Value$334.8K (+$11.0K)
Filed 2026-10-19
Kingsman Wealth Management, Inc.
DECREASED
Shares16,916 from 17,222
Change-306 (-2%)
Value$334.4K (+$5.1K)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares16,912 from 15,924
Change+988 (+6%)
Value$334.4K (+$29.9K)
Filed 2026-10-15
Herold Advisors, Inc.
INCREASED
Shares16,893 from 15,220
Change+1,673 (+11%)
Value$334.0K (+$44.0K)
Filed 2026-10-19
HBK Sorce Advisory LLC
INCREASED
Shares16,876 from 16,769
Change+107 (+1%)
Value$323.9K (-$17.2K)
Filed 2026-11-06
Quadcap Wealth Management, LLC
INCREASED
Shares16,812 from 16,072
Change+740 (+5%)
Value$332.4K (+$25.1K)
Filed 2026-11-02
Finer Wealth Management, Inc.
DECREASED
Shares16,738 from 18,697
Change-1,959 (-10%)
Value$330.9K (-$26.6K)
Filed 2026-10-16
Chilton Capital Management LLC
UNCHANGED
Shares16,696 from 16,696
Change0 (0%)
Value$330.1K (+$10.9K)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares16,693 from 13,189
Change+3,504 (+27%)
Value$330.0K (+$78.0K)
Filed 2026-10-26
Russell Investments Group, Ltd.
INCREASED
Shares16,666 from 10,535
Change+6,131 (+58%)
Value$329.5K (+$128.1K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED
Shares16,416 from 16,416
Change0 (0%)
Value$324.5K (+$10.7K)
Filed 2026-10-13
Professional Financial Advisors, LLC
UNCHANGED
Shares16,401 from 16,401
Change0 (0%)
Value$324.2K (+$10.7K)
Filed 2026-10-13
Bank of New Hampshire
DECREASED
Shares16,367 from 18,783
Change-2,416 (-13%)
Value$323.6K (-$35.6K)
Filed 2026-10-06
Granville Capital, Inc.
UNCHANGED
Shares16,353 from 16,353
Change0 (0%)
Value$323.3K (+$10.6K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares16,179 from 15,752
Change+427 (+3%)
Value$320.0K (+$18.8K)
Filed 2026-10-30
Smith Chas P & Associates PA Cpas
NEW
Shares16,167
Change+16,167
Value$327.5K
Filed 2026-10-22
Apollon Financial, LLC
INCREASED
Shares16,095 from 16,000
Change+95 (+1%)
Value$318.2K (+$12.3K)
Filed 2026-10-23
Krilogy Financial LLC
DECREASED
Shares16,088 from 17,251
Change-1,163 (-7%)
Value$328.4K (-$1.5K)
Filed 2026-10-13
Consilium Wealth Advisory, LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$316.3K (+$10.4K)
Filed 2026-10-14
Probity Advisors, Inc.
DECREASED
Shares15,896 from 15,978
Change-82 (-1%)
Value$314.3K (+$8.8K)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares15,893 from 69,208
Change-53,315 (-77%)
Value$314.2K (-$1.0M)
Filed 2026-10-15
Harrell Investment Partners, LLC
DECREASED
Shares15,870 from 21,928
Change-6,058 (-28%)
Value$313.8K (-$105.5K)
Filed 2026-10-15
Welch & Forbes LLC
INCREASED
Shares15,869 from 14,226
Change+1,643 (+12%)
Value$313.7K (+$41.7K)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED
Shares15,807 from 12,772
Change+3,035 (+24%)
Value$312.5K (+$68.3K)
Filed 2026-10-29
ARK & TLK Investments, LLC
UNCHANGED
Shares15,805 from 15,805
Change0 (0%)
Value$312.5K (+$10.3K)
Filed 2026-10-20
Verity & Verity, LLC
UNCHANGED
Shares15,748 from 15,748
Change0 (0%)
Value$311.3K (+$10.2K)
Filed 2026-10-23
Root Financial Partners, LLC
INCREASED
Shares15,741 from 15,641
Change+100 (+1%)
Value$311.2K (+$12.1K)
Filed 2026-10-21
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares15,700 from 15,700
Change0 (0%)
Value$310.4K (+$10.2K)
Filed 2026-10-20
Formidable Asset Management, LLC
INCREASED
Shares15,657 from 13,157
Change+2,500 (+19%)
Value$299.4K (+$45.4K)
Filed 2026-11-03
Carret Asset Management, LLC
DECREASED
Shares15,643 from 32,625
Change-16,982 (-52%)
Value$309.3K (-$314.5K)
Filed 2026-11-04
WT Wealth Management
INCREASED
Shares15,588 from 13,036
Change+2,552 (+20%)
Value$308.2K (+$58.9K)
Filed 2026-10-13
Seelaus Asset Management LLC
UNCHANGED
Shares15,580 from 15,580
Change0 (0%)
Value$308.0K (+$10.1K)
Filed 2026-10-14
Westwood Wealth Management
UNCHANGED
Shares15,546 from 15,546
Change0 (0%)
Value$307.3K (+$10.1K)
Filed 2026-10-29
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares15,540 from 15,540
Change0 (0%)
Value$307.2K (+$10.1K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares15,525 from 15,325
Change+200 (+1%)
Value$306.9K (+$13.9K)
Filed 2026-10-20
CFS Investment Advisory Services, LLC
NEW
Shares15,411
Change+15,411
Value$319.6K
Filed 2026-10-19
Helium Advisors LLC
DECREASED
Shares15,391 from 15,818
Change-427 (-3%)
Value$304.3K (+$1.8K)
Filed 2026-10-23
First Premier Bank
UNCHANGED
Shares15,288 from 15,288
Change0 (0%)
Value$297.0K (+$296.7K)
Filed 2026-10-13
Modera Wealth Management, LLC
DECREASED
Shares15,223 from 19,120
Change-3,897 (-20%)
Value$301.0K (-$64.6K)
Filed 2026-10-28
SkyOak Wealth, LLC
UNCHANGED
Shares15,206 from 15,206
Change0 (0%)
Value$300.6K (+$9.9K)
Filed 2026-10-28
Freedom Day Solutions, LLC
DECREASED
Shares15,169 from 23,773
Change-8,604 (-36%)
Value$299.9K (-$154.7K)
Filed 2026-10-20
Secure Asset Management, LLC
DECREASED
Shares15,101 from 15,209
Change-108 (-1%)
Value$298.5K (+$7.8K)
Filed 2026-10-19
Calamos Wealth Management LLC
UNCHANGED
Shares15,062 from 15,062
Change0 (0%)
Value$297.8K (+$9.8K)
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares15,029 from 14,232
Change+797 (+6%)
Value$297.1K (+$25.0K)
Filed 2026-10-14
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares14,991 from 14,991
Change0 (0%)
Value$296.4K (+$9.7K)
Filed 2026-10-16
FAI Advisors, Inc.
UNCHANGED
Shares14,963 from 14,963
Change0 (0%)
Value$295.8K (+$9.7K)
Filed 2026-10-27
Annex Advisory Services, LLC
INCREASED
Shares14,589 from 14,490
Change+99 (+1%)
Value$288.4K (+$11.4K)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
DECREASED
Shares14,421 from 15,171
Change-750 (-5%)
Value$285.1K (-$5.0K)
Filed 2026-10-16
Core Wealth Partners LLC
UNCHANGED
Shares14,388 from 14,388
Change0 (0%)
Value$284.5K (+$9.4K)
Filed 2026-11-02
Verdence Capital Advisors LLC
INCREASED
Shares14,295 from 14,287
Change+8 (+0%)
Value$282.6K (+$9.4K)
Filed 2026-10-26
Attessa Capital LLC
UNCHANGED
Shares14,100 from 14,100
Change0 (0%)
Value$278.8K (+$9.2K)
Filed 2026-10-09
Quantum Financial Planning Services, Inc.
INCREASED
Shares14,053 from 10,000
Change+4,053 (+41%)
Value$277.8K (+$86.6K)
Filed 2026-10-14
Sound Income Strategies, LLC
DECREASED
Shares14,040 from 14,485
Change-445 (-3%)
Value$289.5K (+$12.6K)
Filed 2026-10-09
Wedmont Private Capital
DECREASED
Shares14,034 from 14,142
Change-108 (-1%)
Value$289.4K (+$11.3K)
Filed 2026-10-09
RMR Wealth Builders
INCREASED
Shares14,011 from 12,904
Change+1,107 (+9%)
Value$277.0K (+$30.3K)
Filed 2026-10-22
Busey Bank
NEW
Shares14,006
Change+14,006
Value$276.9K
Filed 2026-10-26
Castleview Partners, LLC
DECREASED
Shares13,907 from 14,181
Change-274 (-2%)
Value$275.0K (+$3.8K)
Filed 2026-10-09
Walker Asset Management, LLC
INCREASED
Shares13,876 from 13,659
Change+217 (+2%)
Value$274.3K (+$13.2K)
Filed 2026-10-13
Euro Pacific Asset Management, LLC
UNCHANGED
Shares13,865 from 13,865
Change0 (0%)
Value$274.1K (+$273.8K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares13,822 from 11,439
Change+2,383 (+21%)
Value$273.3K (+$54.6K)
Filed 2026-10-15
American National Bank & Trust
UNCHANGED
Shares13,776 from 13,776
Change0 (0%)
Value$272.4K (+$9.0K)
Filed 2026-10-07
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares13,720 from 13,720
Change0 (0%)
Value$271.2K (+$8.9K)
Filed 2026-11-05
NTV Asset Management LLC
NEW
Shares13,681
Change+13,681
Value$270.5K
Filed 2026-10-23
Oarsman Capital, Inc.
NEW
Shares13,609
Change+13,609
Value$269.0K
Filed 2026-11-05
Asset Advisory Group, Inc.
UNCHANGED
Shares13,558 from 13,558
Change0 (0%)
Value$268.0K (+$8.8K)
Filed 2026-10-20
KG Capital Management
DECREASED
Shares13,550 from 14,050
Change-500 (-4%)
Value$267.9K (-$752)
Filed 2026-10-15
Aerodigm Wealth, LLC
INCREASED
Shares13,508 from 13,297
Change+211 (+2%)
Value$267.1K (+$12.8K)
Filed 2026-10-16
Woodward Diversified Capital, LLC
DECREASED
Shares13,450 from 13,514
Change-64 (0%)
Value$265.9K (+$7.5K)
Filed 2026-10-21
Guyasuta Investment Advisors Inc
INCREASED
Shares13,450 from 13,390
Change+60 (+0%)
Value$265.9K (+$9.9K)
Filed 2026-10-15
Wolff Financial Management LLC
INCREASED
Shares13,278 from 13,258
Change+20 (+0%)
Value$262.5K (+$9.0K)
Filed 2026-10-23
JIM Saulnier & Associates, LLC
INCREASED
Shares13,102 from 12,896
Change+206 (+2%)
Value$259.0K (+$12.4K)
Filed 2026-11-04
Counterpoint Mutual Funds LLC
NEW
Shares13,071
Change+13,071
Value$258.4K
Filed 2026-10-16
Neville Rodie & Shaw Inc
DECREASED
Shares13,045 from 15,175
Change-2,130 (-14%)
Value$258 (-$32)
Filed 2026-10-05
CX Institutional
INCREASED
Shares13,015 from 6,712
Change+6,303 (+94%)
Value$257 (+$129)
Filed 2026-10-02
Pettinga Financial Advisors LLC
UNCHANGED
Shares13,005 from 13,005
Change0 (0%)
Value$257.1K (+$8.5K)
Filed 2026-10-13
Successful Portfolios LLC
DECREASED
Shares12,970 from 13,166
Change-196 (-1%)
Value$268.7K (+$9.3K)
Filed 2026-10-09
Hilton Head Capital Partners, LLC
DECREASED
Shares12,961 from 13,261
Change-300 (-2%)
Value$256.2K (+$2.7K)
Filed 2026-10-23
Shelter Rock Management, LLC
NEW
Shares12,775
Change+12,775
Value$137.5K
Filed 2026-10-09
Arrow Investment Advisors, LLC
INCREASED
Shares12,766 from 10,866
Change+1,900 (+17%)
Value$252.4K (+$44.6K)
Filed 2026-11-02
SteelPeak Wealth, LLC
DECREASED
Shares12,736 from 15,519
Change-2,783 (-18%)
Value$251.8K (-$44.9K)
Filed 2026-10-16
Next Level Private LLC
NEW
Shares12,733
Change+12,733
Value$251.7K
Filed 2026-10-20
Gryphon Financial Partners LLC
INCREASED
Shares12,677 from 12,577
Change+100 (+1%)
Value$250.6K (+$10.2K)
Filed 2026-11-04
UMB Bank, n.a.
UNCHANGED
Shares12,555 from 12,555
Change0 (0%)
Value$248.2K (+$8.2K)
Filed 2026-11-06
EagleClaw Capital Managment, LLC
INCREASED
Shares12,500 from 11,500
Change+1,000 (+9%)
Value$247.1K (+$27.2K)
Filed 2026-11-06
Tompkins Financial Corp
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$247.1K (+$8.1K)
Filed 2026-10-05
Next Level Wealth Planning, LLC
DECREASED
Shares12,422 from 12,423
Change-1 (0%)
Value$245.6K (+$8.1K)
Filed 2026-10-29
Bell Bank
NEW
Shares12,421
Change+12,421
Value$245.6K
Filed 2026-10-21
Ashton Thomas Securities, LLC
UNCHANGED
Shares12,400 from 12,400
Change0 (0%)
Value$245.1K (+$8.1K)
Filed 2026-10-26
Centurion Wealth Management LLC
UNCHANGED
Shares12,397 from 12,397
Change0 (0%)
Value$245.1K (+$8.1K)
Filed 2026-10-13
Barrett & Company, Inc.
INCREASED
Shares12,371 from 11,171
Change+1,200 (+11%)
Value$244.6K (+$31.0K)
Filed 2026-10-22
First Heartland Consultants, Inc.
INCREASED
Shares12,357 from 10,071
Change+2,286 (+23%)
Value$244.3K (+$51.7K)
Filed 2026-10-08
King Luther Capital Management Corp
UNCHANGED
Shares12,347 from 12,347
Change0 (0%)
Value$244.1K (+$8.0K)
Filed 2026-11-05
Cullinan Associates Inc
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$243.2K (+$8.0K)
Filed 2026-11-03
Smith Salley Wealth Management
NEW
Shares12,256
Change+12,256
Value$242.3K
Filed 2026-11-03
Lewis Asset Management, LLC
INCREASED
Shares12,234 from 12,021
Change+213 (+2%)
Value$241.9K (+$12.0K)
Filed 2026-10-14
PW Nova Financial Services LLC
DECREASED
Shares12,215 from 13,214
Change-999 (-8%)
Value$241.5K (-$11.2K)
Filed 2026-10-15
Rydar Equities, Inc.
DECREASED
Shares12,189 from 13,488
Change-1,299 (-10%)
Value$249.6K (-$24.6K)
Filed 2026-10-13
Markowski Investments
INCREASED
Shares12,115 from 9,295
Change+2,820 (+30%)
Value$239.5K (+$61.8K)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
NEW
Shares12,065
Change+12,065
Value$238.5K
Filed 2026-11-04
WealthCare Investment Partners, LLC
INCREASED
Shares12,009 from 11,821
Change+188 (+2%)
Value$237.4K (+$11.4K)
Filed 2026-11-05
Hall Laurie J Trustee
UNCHANGED
Shares12,004 from 12,004
Change0 (0%)
Value$237.3K (+$7.8K)
Filed 2026-10-06
TritonPoint Partners, LLC
DECREASED
Shares12,000 from 26,229
Change-14,229 (-54%)
Value$237.2K (-$264.3K)
Filed 2026-11-05
SYM Financial Corp
INCREASED
Shares11,906 from 11,873
Change+33 (+0%)
Value$235.4K (+$8.4K)
Filed 2026-10-26
Hardin Capital Partners, LLC
UNCHANGED
Shares11,860 from 11,860
Change0 (0%)
Value$234.5K (+$7.4K)
Filed 2026-10-09
Wealth Effects LLC
DECREASED
Shares11,814 from 13,814
Change-2,000 (-14%)
Value$233.6K (-$30.6K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED
Shares11,796 from 11,796
Change0 (0%)
Value$233.2K (+$7.7K)
Filed 2026-10-22
CMG Global Holdings, LLC
NEW
Shares11,746
Change+11,746
Value$232.2K
Filed 2026-10-14
Ellis Investment Partners, LLC
DECREASED
Shares11,630 from 12,020
Change-390 (-3%)
Value$229.9K (+$94)
Filed 2026-10-21
Community Trust & Investment Co
UNCHANGED
Shares11,520 from 11,520
Change0 (0%)
Value$227.8K (+$7.5K)
Filed 2026-10-15
Veery Capital, LLC
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$227.4K (+$7.5K)
Filed 2026-10-07
Atlas Private Wealth Advisors
INCREASED
Shares11,490 from 11,466
Change+24 (+0%)
Value$227.1K (+$7.9K)
Filed 2026-10-23
Clearstead Advisors, LLC
INCREASED
Shares11,485 from 11,481
Change+4 (+0%)
Value$227.1K (+$7.5K)
Filed 2026-11-06
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares11,392 from 11,392
Change0 (0%)
Value$225.2K (+$7.4K)
Filed 2026-11-03
Promethium Advisors,llc
NEW
Shares11,268
Change+11,268
Value$222.8K
Filed 2026-10-19
Valley National Advisers Inc
DECREASED
Shares11,257 from 11,527
Change-270 (-2%)
Value$222.6K (+$2.2K)
Filed 2026-10-23
Stokes Capital Advisors, LLC
UNCHANGED
Shares11,170 from 11,170
Change0 (0%)
Value$220.8K (+$7.3K)
Filed 2026-10-09
Forbes Financial Planning, Inc.
INCREASED
Shares11,100 from 10,700
Change+400 (+4%)
Value$219.4K (+$14.9K)
Filed 2026-10-23
Avior Wealth Management, LLC
DECREASED
Shares11,022 from 67,911
Change-56,889 (-84%)
Value$217.9K (-$1.1M)
Filed 2026-10-13
Primoris Wealth Advisors, LLC
DECREASED
Shares11,000 from 15,000
Change-4,000 (-27%)
Value$217.5K (-$69.3K)
Filed 2026-10-28
Stonebridge Financial Group, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$217.5K (+$7.2K)
Filed 2026-10-01
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$217.5K (+$7.2K)
Filed 2026-10-20
AMI Investment Management Inc
UNCHANGED
Shares10,997 from 10,997
Change0 (0%)
Value$217.4K (+$7.1K)
Filed 2026-10-27
First Interstate Bank
UNCHANGED
Shares10,887 from 10,887
Change0 (0%)
Value$215.2K (+$7.1K)
Filed 2026-10-23
Advisortrust Partners, LLC
NEW
Shares10,885
Change+10,885
Value$215.2K
Filed 2026-11-02
Guided Capital Wealth Management, LLC
NEW
Shares10,868
Change+10,868
Value$214.9K
Filed 2026-10-21
Worth Asset Management, LLC
INCREASED
Shares10,810 from 10,554
Change+256 (+2%)
Value$213.7K (+$11.9K)
Filed 2026-10-07
IronBridge Private Wealth, LLC
INCREASED
Shares10,756 from 10,729
Change+27 (+0%)
Value$212.6K (+$7.5K)
Filed 2026-11-03
Northcape Wealth Management, LLC
DECREASED
Shares10,750 from 12,400
Change-1,650 (-13%)
Value$212.5K (-$24.6K)
Filed 2026-11-04
Philadelphia Trust Co
UNCHANGED
Shares10,750 from 10,750
Change0 (0%)
Value$213.0K (+$7.0K)
Filed 2026-11-05
McCarthy Asset Management, Inc.
INCREASED
Shares10,699 from 10,673
Change+26 (+0%)
Value$211.5K (+$7.4K)
Filed 2026-10-20
Retirement Planning Group, LLC
DECREASED
Shares10,690 from 13,076
Change-2,386 (-18%)
Value$211.3K (-$38.7K)
Filed 2026-10-19
Summit Asset Management, LLC
NEW
Shares10,628
Change+10,628
Value$210.1K
Filed 2026-11-05
Index Fund Advisors, Inc.
INCREASED
Shares10,628 from 10,462
Change+166 (+2%)
Value$210.1K (+$10.1K)
Filed 2026-11-05
Prosperity Financial Group, Inc.
UNCHANGED
Shares10,550 from 10,550
Change0 (0%)
Value$208.6K (+$6.9K)
Filed 2026-10-29
Ryan Investment Management, Inc.
UNCHANGED
Shares10,468 from 10,468
Change0 (0%)
Value$207.0K (+$6.8K)
Filed 2026-10-20
Trek Financial, LLC
DECREASED
Shares10,457 from 17,789
Change-7,332 (-41%)
Value$206.7K (-$133.4K)
Filed 2026-10-29
Stone Wealth Partners
NEW
Shares10,451
Change+10,451
Value$207.3K
Filed 2026-11-05
Buska Wealth Management, LLC
DECREASED
Shares10,401 from 10,404
Change-3 (0%)
Value$205.6K (+$6.7K)
Filed 2026-10-08
WBH Advisory Inc
UNCHANGED
Shares10,397 from 10,397
Change0 (0%)
Value$205.6K (+$6.8K)
Filed 2026-11-05
Stackstone Wealth, LLC
NEW
Shares10,384
Change+10,384
Value$205.3K
Filed 2026-10-19
Lyell Wealth Management, LP
UNCHANGED
Shares10,350 from 10,350
Change0 (0%)
Value$204.6K (+$6.7K)
Filed 2026-10-30
Squire Investment Management Company, LLC
INCREASED
Shares10,272 from 10,111
Change+161 (+2%)
Value$203.1K (+$9.8K)
Filed 2026-11-03
Advisor Resource Council
DECREASED
Shares10,184 from 13,295
Change-3,111 (-23%)
Value$210.6K (-$45.3K)
Filed 2026-11-05
Stevens Capital Partners
INCREASED
Shares10,175 from 10,000
Change+175 (+2%)
Value$201.2K (+$10.0K)
Filed 2026-10-29
First Bancorp, Inc
UNCHANGED
Shares10,138 from 10,138
Change0 (0%)
Value$200.4K (+$6.6K)
Filed 2026-10-26
Stillwater Wealth Management Group
DECREASED
Shares10,100 from 13,500
Change-3,400 (-25%)
Value$199.7K (-$58.4K)
Filed 2026-10-21
Centennial Wealth Advisory LLC
NEW
Shares10,095
Change+10,095
Value$199.6K
Filed 2026-10-16
Altus Wealth Group LLC
UNCHANGED
Shares10,010 from 10,010
Change0 (0%)
Value$197.9K (+$6.5K)
Filed 2026-10-20
Thompson Davis & Co., Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$197.7K (+$6.5K)
Filed 2026-11-05
Clear Point Advisors Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$197.7K (+$6.5K)
Filed 2026-10-30
DWR Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$199.1K (+$8.5K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares9,361 from 8,961
Change+400 (+4%)
Value$185.1K (+$13.7K)
Filed 2026-10-14
Fairman Group, LLC
UNCHANGED
Shares9,150 from 9,150
Change0 (0%)
Value$180.9K (+$5.9K)
Filed 2026-10-26
American Capital Advisory, LLC
INCREASED
Shares8,705 from 8,702
Change+3 (+0%)
Value$172.1K (+$5.7K)
Filed 2026-10-28
IAG Wealth Partners, LLC
INCREASED
Shares8,536 from 8,404
Change+132 (+2%)
Value$168.8K (+$8.1K)
Filed 2026-11-06
Toth Financial Advisory Corp
UNCHANGED
Shares8,475 from 8,475
Change0 (0%)
Value$167.6K (+$5.5K)
Filed 2026-10-08
Nemes Rush Group LLC
UNCHANGED
Shares8,088 from 8,088
Change0 (0%)
Value$159.9K (+$5.3K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares8,008 from 5,344
Change+2,664 (+50%)
Value$158.3K (+$56.1K)
Filed 2026-10-07
Kings Path Partners LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$158.2K (+$5.2K)
Filed 2026-10-21
Frankly Finances, LLC
UNCHANGED
Shares7,850 from 7,850
Change0 (0%)
Value$155.2K (+$5.1K)
Filed 2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED
Shares7,467 from 7,467
Change0 (0%)
Value$147.6K (+$4.9K)
Filed 2026-10-27
City Holding Co
DECREASED
Shares7,025 from 10,000
Change-2,975 (-30%)
Value$138.9K (-$52.2K)
Filed 2026-10-19
Security National Bank
UNCHANGED
Shares6,996 from 6,996
Change0 (0%)
Value$138.3K (+$4.5K)
Filed 2026-10-26
SJS Investment Consulting Inc.
UNCHANGED
Shares6,983 from 6,983
Change0 (0%)
Value$138.1K (+$4.5K)
Filed 2026-10-26
Adirondack Trust Co
UNCHANGED
Shares6,948 from 6,948
Change0 (0%)
Value$137.4K (+$4.6K)
Filed 2026-10-14
Key FInancial Inc
DECREASED
Shares6,895 from 7,352
Change-457 (-6%)
Value$136.3K (-$4.3K)
Filed 2026-11-02
Oakworth Capital, Inc.
UNCHANGED
Shares6,633 from 6,633
Change0 (0%)
Value$131.1K (+$4.8K)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
INCREASED
Shares6,480 from 6,378
Change+102 (+2%)
Value$128.1K (+$6.2K)
Filed 2026-11-04
Concord Wealth Partners
INCREASED
Shares6,416 from 6,316
Change+100 (+2%)
Value$126.9K (+$6.1K)
Filed 2026-11-02
S.A. Mason LLC
UNCHANGED
Shares6,181 from 6,181
Change0 (0%)
Value$122.2K (+$4.0K)
Filed 2026-10-13
Hilltop National Bank
UNCHANGED
Shares5,584 from 5,584
Change0 (0%)
Value$110.4K (+$3.6K)
Filed 2026-10-14
Compass Wealth Management LLC
NEW
Shares5,500
Change+5,500
Value$108.7K
Filed 2026-10-22
Hara Capital LLC
UNCHANGED
Shares5,495 from 5,495
Change0 (0%)
Value$108.6K (+$3.6K)
Filed 2026-10-30
Citizens National Bank Trust Department
UNCHANGED
Shares5,480 from 5,480
Change0 (0%)
Value$108.3K (+$3.6K)
Filed 2026-11-04
Arlington Trust Co LLC
UNCHANGED
Shares5,435 from 5,435
Change0 (0%)
Value$107.5K (+$3.5K)
Filed 2026-10-20
Mechanics Financial Corp
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$98.9K (+$3.3K)
Filed 2026-11-05
Catherine Avery Investment Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$98.9K (+$3.3K)
Filed 2026-10-14
Atwood & Palmer Inc
UNCHANGED
Shares4,822 from 4,822
Change0 (0%)
Value$95.3K (+$3.1K)
Filed 2026-10-08
Capital Advisors, Ltd. LLC
INCREASED
Shares4,699 from 4,626
Change+73 (+2%)
Value$93.0K (+$92.9K)
Filed 2026-10-27
Wolff Wiese Magana LLC
UNCHANGED
Shares4,318 from 4,318
Change0 (0%)
Value$85.4K (+$2.8K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED
Shares4,170 from 7,829
Change-3,659 (-47%)
Value$82.4K (-$67.2K)
Filed 2026-11-04
Godsey & Gibb, Inc
UNCHANGED
Shares4,053 from 4,053
Change0 (0%)
Value$80.1K (+$2.6K)
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares3,910 from 3,880
Change+30 (+1%)
Value$77.3K (+$3.1K)
Filed 2026-10-02
Essential Partners LLC
UNCHANGED
Shares3,711 from 3,711
Change0 (0%)
Value$73.4K (+$2.4K)
Filed 2026-10-14
First Horizon Corp
INCREASED
Shares3,641 from 3,530
Change+111 (+3%)
Value$72.0K (+$4.5K)
Filed 2026-10-26
Armstrong Advisory Group, Inc
INCREASED
Shares3,534 from 3,499
Change+35 (+1%)
Value$69.9K (+$3.0K)
Filed 2026-10-09
Manchester Capital Management LLC
UNCHANGED
Shares3,328 from 3,328
Change0 (0%)
Value$66.9K (+$3.3K)
Filed 2026-10-22
Golden State Wealth Management, LLC
INCREASED
Shares3,285 from 3,270
Change+15 (+0%)
Value$65.0K (+$2.4K)
Filed 2026-11-02
Quaker Wealth Management, LLC
INCREASED
Shares3,271 from 3,235
Change+36 (+1%)
Value$64.7K (+$2.8K)
Filed 2026-10-22
Albion Financial Group
INCREASED
Shares3,224 from 3,174
Change+50 (+2%)
Value$63.7K (+$3.1K)
Filed 2026-10-21
Community Bank, N.A.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$63.3K (+$2.1K)
Filed 2026-11-06
Kozak & Associates, Inc.
INCREASED
Shares3,177 from 3,160
Change+17 (+1%)
Value$65.8K (+$5.6K)
Filed 2026-10-29
Rosenberg Matthew Hamilton
UNCHANGED
Shares3,147 from 3,147
Change0 (0%)
Value$62.2K (+$2.0K)
Filed 2026-10-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$60.8K (+$2.0K)
Filed 2026-10-15
10Elms LLP
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$60.5K (+$2.0K)
Filed 2026-11-06
Strategic Advocates LLC
DECREASED
Shares3,000 from 5,000
Change-2,000 (-40%)
Value$59.3K (-$36.3K)
Filed 2026-11-03
Southern Michigan Bank & Trust
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$59.3K (+$2.0K)
Filed 2026-10-19
Grove Bank & Trust
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$59.3K (+$2.0K)
Filed 2026-10-08
GK Wealth Management LLC
NEW
Shares2,989
Change+2,989
Value$59.1K
Filed 2026-10-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$51.4K (+$1.7K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares2,566 from 3,174
Change-608 (-19%)
Value$51.0K (-$10.0K)
Filed 2026-10-23
United Community Bank
UNCHANGED
Shares2,538 from 2,538
Change0 (0%)
Value$50.2K (+$1.6K)
Filed 2026-10-28
Financial Freedom, LLC
NEW
Shares2,416
Change+2,416
Value$47.8K
Filed 2026-11-06
Cornerstone National Bank & Trust Co
UNCHANGED
Shares2,406 from 2,406
Change0 (0%)
Value$48.4K (+$2.5K)
Filed 2026-10-20
SRH Advisors, LLC
UNCHANGED
Shares2,325 from 2,325
Change0 (0%)
Value$46.0K (+$1.5K)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$43.7K (+$1.4K)
Filed 2026-10-15
Lodestone Wealth Management LLC
INCREASED
Shares2,140 from 2,106
Change+34 (+2%)
Value$42.3K (+$2.0K)
Filed 2026-10-14
Hickory Point Bank & Trust
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$39.5K (+$1.3K)
Filed 2026-10-01
Trust Co
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$39.5K (+$1.3K)
Filed 2026-10-09
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,982 from 1,982
Change0 (0%)
Value$39.2K (+$1.3K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
INCREASED
Shares1,954 from 1,945
Change+9 (+0%)
Value$38.6K (+$1.4K)
Filed 2026-10-13
Pacific Center for Financial Services
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$38.0K (+$1.2K)
Filed 2026-10-15
Vision Financial Markets LLC
DECREASED
Shares1,884 from 1,966
Change-82 (-4%)
Value$37.9K (+$442)
Filed 2026-10-22
Evermay Wealth Management LLC
DECREASED
Shares1,844 from 2,938
Change-1,094 (-37%)
Value$36.5K (-$19.7K)
Filed 2026-11-05
Peoples Financial Services Corp.
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$35.4K (+$1.2K)
Filed 2026-10-20
Stone House Investment Management, LLC
INCREASED
Shares1,632 from 1,523
Change+109 (+7%)
Value$32.3K (+$3.1K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$31.6K (+$1.0K)
Filed 2026-11-04
Asset Dedication, LLC
INCREASED
Shares1,550 from 1,420
Change+130 (+9%)
Value$30.6K (+$3.5K)
Filed 2026-11-03
Sawyer & Company, Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$29.7K (+$975)
Filed 2026-10-21
Boyd Watterson Asset Management LLC
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$27.4K (+$900)
Filed 2026-11-06
Birch Financial Group, LLC
NEW
Shares1,326
Change+1,326
Value$26.2K
Filed 2026-10-27
Mountain Hill Investment Partners Corp.
INCREASED
Shares1,317 from 1,316
Change+1 (+0%)
Value$26.0K (+$882)
Filed 2026-10-23
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,290 from 1,271
Change+19 (+1%)
Value$25.5K (+$1.2K)
Filed 2026-10-27
Acumen Wealth Advisors, LLC
NEW
Shares1,250
Change+1,250
Value$24.7K
Filed 2026-11-05
Advocate Investing Services LLC
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$24.1K (+$792)
Filed 2026-10-26
High Note Wealth, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$23.7K (+$780)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
INCREASED
Shares1,187 from 1,000
Change+187 (+19%)
Value$23.5K (+$4.3K)
Filed 2026-10-30
Evolution Wealth Management Inc.
DECREASED
Shares1,179 from 1,204
Change-25 (-2%)
Value$23.3K (+$283)
Filed 2026-10-28
Blueline Advisors LLC
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$23.0K (+$756)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$21.7K (+$715)
Filed 2026-10-21
City State Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$19.8K (+$650)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
INCREASED
Shares910 from 906
Change+4 (+0%)
Value$18.0K (+$661)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED
Shares872 from 863
Change+9 (+1%)
Value$17.3K (+$749)
Filed 2026-10-30
Archer Investment Corp
DECREASED
Shares800 from 17,502
Change-16,702 (-95%)
Value$15.8K (-$318.8K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
DECREASED
Shares768 from 1,677
Change-909 (-54%)
Value$15.2K (-$16.9K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$15.2K (+$499)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
INCREASED
Shares715 from 704
Change+11 (+2%)
Value$14.1K (+$662)
Filed 2026-10-15
Laurel Wealth Advisors LLC
NEW
Shares700
Change+700
Value$13.8K
Filed 2026-10-27
Putney Financial Group LLC
NEW
Shares652
Change+652
Value$12.9K
Filed 2026-10-30
New England Capital Financial Advisors LLC
DECREASED
Shares622 from 713
Change-91 (-13%)
Value$12.3K (-$1.3K)
Filed 2026-11-03
Independence Bank of Kentucky
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$11.9K (+$390)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares562 from 500
Change+62 (+12%)
Value$11.1K (+$1.6K)
Filed 2026-10-29
Main Street Group, LTD
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$10.8K (+$356)
Filed 2026-10-28
Gamma Investing LLC
DECREASED
Shares543 from 769
Change-226 (-29%)
Value$10.7K (-$4.0K)
Filed 2026-10-08
Vima LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$10.1K (+$333)
Filed 2026-10-23
CrossGen Wealth, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$9.9K (+$325)
Filed 2026-10-30
PFS Partners, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$9.9K (+$325)
Filed 2026-10-21
Centerpoint Advisors, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$8 ($0)
Filed 2026-11-05
Key Capital Management, Inc
NEW
Shares400
Change+400
Value$7.9K
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares392
Change+392
Value$7.7K
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED
Shares387 from 646
Change-259 (-40%)
Value$7.7K (-$4.7K)
Filed 2026-10-13
Versant Capital Management, Inc
INCREASED
Shares373 from 371
Change+2 (+1%)
Value$7.4K (+$287)
Filed 2026-10-02
UMB Private Wealth Management, LLC
NEW
Shares362
Change+362
Value$7.2K
Filed 2026-10-19
Signature Resources Capital Management, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$6.5K (+$214)
Filed 2026-10-16
Costello Asset Management, Inc
INCREASED
Shares326 from 294
Change+32 (+11%)
Value$6.4K (+$824)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED
Shares322 from 317
Change+5 (+2%)
Value$6.4K (+$306)
Filed 2026-10-23
Hughes Financial Services, LLC
INCREASED
Shares260 from 19
Change+241 (+1268%)
Value$5.4K (+$5.1K)
Filed 2026-10-30
Caldwell Trust Co
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$4.9K (+$163)
Filed 2026-10-30
MH & Associates Securities Management Corp
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$4.0K (+$132)
Filed 2026-10-30
RMG Wealth Management LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$4.1K (-$169)
Filed 2026-10-26
CKW Financial Group
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4 ($0)
Filed 2026-10-29
Covestor Ltd
DECREASED
Shares181 from 205
Change-24 (-12%)
Value$4 ($0)
Filed 2026-10-30
Financial Consulate, Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$3.6K (+$117)
Filed 2026-10-23
1620 Investment Advisors, Inc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$3.2K (+$106)
Filed 2026-11-04
Kingdom Financial Group Llc.
INCREASED
Shares125 from 123
Change+2 (+2%)
Value$2.5K (+$119)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$2.3K (+$76)
Filed 2026-10-15
West Paces Advisors Inc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$1.8K (+$58)
Filed 2026-10-13
Nvwm, LLC
INCREASED
Shares82 from 81
Change+1 (+1%)
Value$1.6K (+$79)
Filed 2026-10-14
Pacifica Partners Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$1.5K (+$58)
Filed 2026-10-09
Bangor Savings Bank
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$1.4K (+$46)
Filed 2026-10-06
Flagship Wealth Advisors, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.2K (+$39)
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.2K (+$38)
Filed 2026-10-26
Mainstream Capital Management LLC
NEW
Shares40
Change+40
Value$791
Filed 2026-10-23
Tradewinds Capital Management, LLC
NEW
Shares24
Change+24
Value$475
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$395 (+$13)
Filed 2026-10-19
Triumph Capital Management
DECREASED
Shares4 from 64
Change-60 (-94%)
Value$79 (-$1.1K)
Filed 2026-10-14
Imc-Chicago, LLC
CLOSED
Shares0 from 408,157
Change-408,157 (-100%)
Value$0 (-$7.8M)
Filed 2026-11-05
True North Advisors, LLC
CLOSED
Shares0 from 106,116
Change-106,116 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-22
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 87,425
Change-87,425 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
Highland Capital Management, LLC
CLOSED
Shares0 from 64,470
Change-64,470 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-26
Autumn Glory Partners, LLC
CLOSED
Shares0 from 62,541
Change-62,541 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-26
Wellington Shields & Co., LLC
CLOSED
Shares0 from 43,103
Change-43,103 (-100%)
Value$0 (-$824.1K)
Filed 2026-11-03
Invenio Wealth Partners LLC
CLOSED
Shares0 from 32,216
Change-32,216 (-100%)
Value$0 (-$616.0K)
Filed 2026-10-20
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 32,000
Change-32,000 (-100%)
Value$0 (-$611.8K)
Filed 2026-10-29
Johnson Financial Group, LLC
CLOSED
Shares0 from 24,344
Change-24,344 (-100%)
Value$0 (-$465.5K)
Filed 2026-11-03
Saxon Interests, Inc.
CLOSED
Shares0 from 23,651
Change-23,651 (-100%)
Value$0 (-$452.2K)
Filed 2026-10-26
Gradient Investments LLC
CLOSED
Shares0 from 21,866
Change-21,866 (-100%)
Value$0 (-$418.1K)
Filed 2026-10-08
Legacy Financial Strategies, LLC
CLOSED
Shares0 from 20,391
Change-20,391 (-100%)
Value$0 (-$389.9K)
Filed 2026-10-15
Cypress Capital Group
CLOSED
Shares0 from 18,604
Change-18,604 (-100%)
Value$0 (-$355.7K)
Filed 2026-11-03
Legacy Financial Group, Inc.
CLOSED
Shares0 from 17,550
Change-17,550 (-100%)
Value$0 (-$335.6K)
Filed 2026-10-21
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 16,460
Change-16,460 (-100%)
Value$0 (-$314.7K)
Filed 2026-10-19
Procyon Advisors, LLC
CLOSED
Shares0 from 14,176
Change-14,176 (-100%)
Value$0 (-$271.0K)
Filed 2026-10-21
O'Brien Greene & Co. Inc
CLOSED
Shares0 from 13,771
Change-13,771 (-100%)
Value$0 (-$263.3K)
Filed 2026-11-05
Atlas Brown,Inc.
CLOSED
Shares0 from 13,291
Change-13,291 (-100%)
Value$0 (-$254.1K)
Filed 2026-10-09
Investment Research Partners LLC
CLOSED
Shares0 from 10,259
Change-10,259 (-100%)
Value$0 (-$196.2K)
Filed 2026-10-19
True Private Wealth Advisors
CLOSED
Shares0 from 10,141
Change-10,141 (-100%)
Value$0 (-$193.9K)
Filed 2026-10-19
Partners Wealth Management, LLC
CLOSED
Shares0 from 10,101
Change-10,101 (-100%)
Value$0 (-$193.1K)
Filed 2026-10-28
MCF Advisors LLC
CLOSED
Shares0 from 6,699
Change-6,699 (-100%)
Value$0 (-$128.1K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 6,124
Change-6,124 (-100%)
Value$0 (-$117.1K)
Filed 2026-11-06
Solstein Capital, LLC
CLOSED
Shares0 from 5,927
Change-5,927 (-100%)
Value$0 (-$113.3K)
Filed 2026-11-02
Founders Capital Management
CLOSED
Shares0 from 5,805
Change-5,805 (-100%)
Value$0 (-$111.0K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 5,671
Change-5,671 (-100%)
Value$0 (-$108.4K)
Filed 2026-11-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 3,600
Change-3,600 (-100%)
Value$0 (-$68.8K)
Filed 2026-10-13
Vestor Capital, LLC
CLOSED
Shares0 from 2,940
Change-2,940 (-100%)
Value$0 (-$266)
Filed 2026-11-04
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2,189
Change-2,189 (-100%)
Value$0 (-$41.9K)
Filed 2026-10-29
NBT Bank, N.A.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$38.2K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,849
Change-1,849 (-100%)
Value$0 (-$35.3K)
Filed 2026-10-15
Islay Capital Management, LLC
CLOSED
Shares0 from 1,024
Change-1,024 (-100%)
Value$0 (-$19.6K)
Filed 2026-10-20
WestEnd Advisors, LLC
CLOSED
Shares0 from 958
Change-958 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$17.2K)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 828
Change-828 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-14
Atlatl Advisers LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-22
Transce3nd, LLC
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-26
Carolina Wealth Advisors, LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-15
Pension & Wealth Management Advisors, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-16
Jnba Financial Advisors
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-03
Burk Holdings LLC
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-05
Prairie Wealth Advisors, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$306.9K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 85,614,431
Change-85,614,431 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 81,080,493
Change-81,080,493 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 62,819,419
Change-62,819,419 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 54,927,735
Change-54,927,735 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 37,997,055
Change-37,997,055 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 35,782,842
Change-35,782,842 (-100%)
Value—
UBS Group AG
N/A
Shares— from 30,548,239
Change-30,548,239 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 28,139,938
Change-28,139,938 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 25,654,536
Change-25,654,536 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 24,415,955
Change-24,415,955 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 24,166,229
Change-24,166,229 (-100%)
Value—
FMR LLC
N/A
Shares— from 21,972,865
Change-21,972,865 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 16,825,892
Change-16,825,892 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 16,691,083
Change-16,691,083 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 13,526,220
Change-13,526,220 (-100%)
Value—
Cooperman Leon G
N/A
Shares— from 13,320,100
Change-13,320,100 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 13,308,051
Change-13,308,051 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,910,870
Change-12,910,870 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,348,108
Change-10,348,108 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 8,528,558
Change-8,528,558 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,458,495
Change-8,458,495 (-100%)
Value—
Berkley W R Corp
N/A
Shares— from 8,250,000
Change-8,250,000 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 6,703,300
Change-6,703,300 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,570,729
Change-6,570,729 (-100%)
Value—
Patient Capital Management, LLC
N/A
Shares— from 6,080,678
Change-6,080,678 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 5,935,394
Change-5,935,394 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,025,345
Change-5,025,345 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,922,389
Change-4,922,389 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 4,298,185
Change-4,298,185 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 4,163,933
Change-4,163,933 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,148,030
Change-4,148,030 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,028,190
Change-4,028,190 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,017,925
Change-4,017,925 (-100%)
Value—
Long Focus Capital Management, LLC
N/A
Shares— from 3,342,400
Change-3,342,400 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 2,966,911
Change-2,966,911 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 2,957,838
Change-2,957,838 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,951,302
Change-2,951,302 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,753,786
Change-2,753,786 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 2,743,907
Change-2,743,907 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,432,085
Change-2,432,085 (-100%)
Value—
Philosophy Capital Management LLC
N/A
Shares— from 2,420,488
Change-2,420,488 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,201,342
Change-2,201,342 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 2,188,737
Change-2,188,737 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,186,459
Change-2,186,459 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,159,697
Change-2,159,697 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,065,797
Change-2,065,797 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,011,589
Change-2,011,589 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 1,990,834
Change-1,990,834 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,942,908
Change-1,942,908 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 1,875,000
Change-1,875,000 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,874,897
Change-1,874,897 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 1,802,685
Change-1,802,685 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,798,437
Change-1,798,437 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,743,645
Change-1,743,645 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,669,064
Change-1,669,064 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,611,509
Change-1,611,509 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 1,600,000
Change-1,600,000 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 1,576,125
Change-1,576,125 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,479,489
Change-1,479,489 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 1,421,945
Change-1,421,945 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,418,032
Change-1,418,032 (-100%)
Value—
Kamunting Street Capital Management, L.P.
N/A
Shares— from 1,404,742
Change-1,404,742 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,390,296
Change-1,390,296 (-100%)
Value—
Alden Global Capital LLC
N/A
Shares— from 1,370,511
Change-1,370,511 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,352,643
Change-1,352,643 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 1,318,903
Change-1,318,903 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,297,219
Change-1,297,219 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 1,280,525
Change-1,280,525 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,244,157
Change-1,244,157 (-100%)
Value—
RR Advisors, LLC
N/A
Shares— from 1,235,260
Change-1,235,260 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,233,500
Change-1,233,500 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,100,000
Change-1,100,000 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 1,037,614
Change-1,037,614 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,011,197
Change-1,011,197 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,009,594
Change-1,009,594 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
CNA Financial Corp
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 995,183
Change-995,183 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 975,000
Change-975,000 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 948,805
Change-948,805 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 936,961
Change-936,961 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 928,614
Change-928,614 (-100%)
Value—
&partners
N/A
Shares— from 912,864
Change-912,864 (-100%)
Value—
Lonestar Capital Management LLC
N/A
Shares— from 900,000
Change-900,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 887,927
Change-887,927 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 840,158
Change-840,158 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 840,000
Change-840,000 (-100%)
Value—
Merewether Investment Management, LP
N/A
Shares— from 835,800
Change-835,800 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 819,840
Change-819,840 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 806,861
Change-806,861 (-100%)
Value—
Heronetta Management, L.P.
N/A
Shares— from 799,229
Change-799,229 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 785,422
Change-785,422 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 778,256
Change-778,256 (-100%)
Value—
Nexpoint Asset Management, L.P.
N/A
Shares— from 773,690
Change-773,690 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 740,000
Change-740,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 734,066
Change-734,066 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 716,515
Change-716,515 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 699,609
Change-699,609 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 686,712
Change-686,712 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 624,024
Change-624,024 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 614,758
Change-614,758 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 600,000
Change-600,000 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 597,874
Change-597,874 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 596,629
Change-596,629 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 595,263
Change-595,263 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 587,813
Change-587,813 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 582,962
Change-582,962 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 555,230
Change-555,230 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 545,081
Change-545,081 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 544,955
Change-544,955 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 509,681
Change-509,681 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 500,433
Change-500,433 (-100%)
Value—
Blair William & Co
N/A
Shares— from 487,218
Change-487,218 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 477,302
Change-477,302 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 473,303
Change-473,303 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 450,896
Change-450,896 (-100%)
Value—
Avenir Corp
N/A
Shares— from 450,367
Change-450,367 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 412,747
Change-412,747 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 412,459
Change-412,459 (-100%)
Value—
Concorde Financial Corp
N/A
Shares— from 410,387
Change-410,387 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 404,287
Change-404,287 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 382,060
Change-382,060 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 380,005
Change-380,005 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 376,278
Change-376,278 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 356,235
Change-356,235 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 348,462
Change-348,462 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 345,960
Change-345,960 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 343,257
Change-343,257 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 341,205
Change-341,205 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 328,947
Change-328,947 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 326,294
Change-326,294 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 321,520
Change-321,520 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 320,022
Change-320,022 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 317,813
Change-317,813 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 315,163
Change-315,163 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 314,060
Change-314,060 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 314,021
Change-314,021 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 310,454
Change-310,454 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 306,873
Change-306,873 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 301,820
Change-301,820 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 282,726
Change-282,726 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 263,552
Change-263,552 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 260,000
Change-260,000 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 252,789
Change-252,789 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 239,019
Change-239,019 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 238,240
Change-238,240 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 235,529
Change-235,529 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 235,498
Change-235,498 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 230,857
Change-230,857 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 222,904
Change-222,904 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 219,117
Change-219,117 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 218,896
Change-218,896 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 218,883
Change-218,883 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 212,838
Change-212,838 (-100%)
Value—
Northern Right Capital Management, L.P.
N/A
Shares— from 212,512
Change-212,512 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 203,522
Change-203,522 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 202,512
Change-202,512 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 199,171
Change-199,171 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 192,800
Change-192,800 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 189,939
Change-189,939 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 186,850
Change-186,850 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 186,223
Change-186,223 (-100%)
Value—
Goldentree Asset Management LP
N/A
Shares— from 184,793
Change-184,793 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 183,752
Change-183,752 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 183,024
Change-183,024 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 180,839
Change-180,839 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 174,343
Change-174,343 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 174,187
Change-174,187 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 172,280
Change-172,280 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 165,499
Change-165,499 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 163,930
Change-163,930 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 163,206
Change-163,206 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 163,181
Change-163,181 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 163,051
Change-163,051 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 162,094
Change-162,094 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 161,577
Change-161,577 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 158,066
Change-158,066 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 157,895
Change-157,895 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 157,220
Change-157,220 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 154,000
Change-154,000 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 150,082
Change-150,082 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 148,261
Change-148,261 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 139,116
Change-139,116 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 138,911
Change-138,911 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 137,122
Change-137,122 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 133,394
Change-133,394 (-100%)
Value—
ACT Capital Management, LLC
N/A
Shares— from 133,100
Change-133,100 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 132,625
Change-132,625 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 130,780
Change-130,780 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 126,775
Change-126,775 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 126,622
Change-126,622 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 124,944
Change-124,944 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 124,660
Change-124,660 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 124,448
Change-124,448 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 124,271
Change-124,271 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 123,419
Change-123,419 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 122,800
Change-122,800 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 122,667
Change-122,667 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 119,184
Change-119,184 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 117,605
Change-117,605 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 116,873
Change-116,873 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 115,430
Change-115,430 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 114,168
Change-114,168 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 111,137
Change-111,137 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 110,286
Change-110,286 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 107,336
Change-107,336 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 103,014
Change-103,014 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 101,963
Change-101,963 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 100,300
Change-100,300 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 100,168
Change-100,168 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 98,024
Change-98,024 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 97,724
Change-97,724 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 97,266
Change-97,266 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 97,213
Change-97,213 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 96,791
Change-96,791 (-100%)
Value—
Mountain Lake Investment Management LLC
N/A
Shares— from 96,190
Change-96,190 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 95,400
Change-95,400 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 94,510
Change-94,510 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 94,401
Change-94,401 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 94,000
Change-94,000 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 90,684
Change-90,684 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 90,293
Change-90,293 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 87,271
Change-87,271 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 87,219
Change-87,219 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 86,872
Change-86,872 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 84,082
Change-84,082 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 83,981
Change-83,981 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 81,771
Change-81,771 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 80,417
Change-80,417 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 80,271
Change-80,271 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 78,368
Change-78,368 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 77,933
Change-77,933 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 76,869
Change-76,869 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 76,391
Change-76,391 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 74,490
Change-74,490 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 73,790
Change-73,790 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 72,645
Change-72,645 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 70,422
Change-70,422 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 70,409
Change-70,409 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 69,027
Change-69,027 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 68,879
Change-68,879 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 68,509
Change-68,509 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 68,018
Change-68,018 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 67,275
Change-67,275 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 65,762
Change-65,762 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 64,000
Change-64,000 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 63,234
Change-63,234 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 63,030
Change-63,030 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 62,900
Change-62,900 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 62,294
Change-62,294 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 62,269
Change-62,269 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 61,455
Change-61,455 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 61,213
Change-61,213 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 59,378
Change-59,378 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 57,932
Change-57,932 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 57,238
Change-57,238 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 54,835
Change-54,835 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 53,380
Change-53,380 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 53,343
Change-53,343 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 52,833
Change-52,833 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 52,782
Change-52,782 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 52,334
Change-52,334 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 52,111
Change-52,111 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 52,041
Change-52,041 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 51,886
Change-51,886 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 51,659
Change-51,659 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 51,240
Change-51,240 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 50,338
Change-50,338 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 49,708
Change-49,708 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 49,427
Change-49,427 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 47,698
Change-47,698 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 47,528
Change-47,528 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 46,542
Change-46,542 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 44,625
Change-44,625 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 44,483
Change-44,483 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 43,834
Change-43,834 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 43,442
Change-43,442 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 41,905
Change-41,905 (-100%)
Value—
Nwam LLC
N/A
Shares— from 41,856
Change-41,856 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 41,571
Change-41,571 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 41,402
Change-41,402 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 41,124
Change-41,124 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 40,727
Change-40,727 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 40,126
Change-40,126 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 39,784
Change-39,784 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 39,638
Change-39,638 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 39,055
Change-39,055 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 39,008
Change-39,008 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 37,865
Change-37,865 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 37,202
Change-37,202 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 37,180
Change-37,180 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 37,156
Change-37,156 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 36,417
Change-36,417 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 36,396
Change-36,396 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 36,308
Change-36,308 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 36,119
Change-36,119 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 35,984
Change-35,984 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 34,556
Change-34,556 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 34,506
Change-34,506 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 34,161
Change-34,161 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 34,041
Change-34,041 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 33,740
Change-33,740 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 33,596
Change-33,596 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 33,518
Change-33,518 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 33,492
Change-33,492 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 33,336
Change-33,336 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 31,984
Change-31,984 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 31,784
Change-31,784 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 31,735
Change-31,735 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 31,171
Change-31,171 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 31,143
Change-31,143 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 30,700
Change-30,700 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 30,515
Change-30,515 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 30,266
Change-30,266 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 30,001
Change-30,001 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 29,736
Change-29,736 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 29,253
Change-29,253 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 29,233
Change-29,233 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 29,216
Change-29,216 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 29,063
Change-29,063 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 29,016
Change-29,016 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 27,971
Change-27,971 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 27,563
Change-27,563 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 27,368
Change-27,368 (-100%)
Value—
Flax Pond Capital, LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 26,941
Change-26,941 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 26,760
Change-26,760 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 26,525
Change-26,525 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 26,169
Change-26,169 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 26,035
Change-26,035 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 25,717
Change-25,717 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 25,439
Change-25,439 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 25,300
Change-25,300 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 25,298
Change-25,298 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 24,740
Change-24,740 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 24,697
Change-24,697 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 24,469
Change-24,469 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 24,290
Change-24,290 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 24,135
Change-24,135 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 23,952
Change-23,952 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 23,894
Change-23,894 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 23,600
Change-23,600 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 23,263
Change-23,263 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 23,211
Change-23,211 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 23,127
Change-23,127 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 22,700
Change-22,700 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 22,580
Change-22,580 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 22,522
Change-22,522 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 22,494
Change-22,494 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 22,486
Change-22,486 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 22,423
Change-22,423 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 22,321
Change-22,321 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 22,178
Change-22,178 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 21,952
Change-21,952 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 21,519
Change-21,519 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 21,471
Change-21,471 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 21,417
Change-21,417 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 21,230
Change-21,230 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 21,099
Change-21,099 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 20,832
Change-20,832 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 20,637
Change-20,637 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 20,381
Change-20,381 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 19,935
Change-19,935 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 19,750
Change-19,750 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,642
Change-19,642 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,277
Change-19,277 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 19,162
Change-19,162 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 18,920
Change-18,920 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 18,835
Change-18,835 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 18,558
Change-18,558 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 18,494
Change-18,494 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 18,249
Change-18,249 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 18,089
Change-18,089 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 18,074
Change-18,074 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 18,055
Change-18,055 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 17,844
Change-17,844 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 17,797
Change-17,797 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 17,715
Change-17,715 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 17,338
Change-17,338 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 17,246
Change-17,246 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 17,080
Change-17,080 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 17,079
Change-17,079 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 16,850
Change-16,850 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 16,601
Change-16,601 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 16,546
Change-16,546 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 16,433
Change-16,433 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 16,433
Change-16,433 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 16,320
Change-16,320 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 16,130
Change-16,130 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 16,125
Change-16,125 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 16,009
Change-16,009 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 15,929
Change-15,929 (-100%)
Value—
CNB Bank
N/A
Shares— from 15,900
Change-15,900 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 15,760
Change-15,760 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 15,524
Change-15,524 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 15,450
Change-15,450 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 15,417
Change-15,417 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 15,406
Change-15,406 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 15,335
Change-15,335 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 15,316
Change-15,316 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 15,295
Change-15,295 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 15,100
Change-15,100 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 14,969
Change-14,969 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 14,594
Change-14,594 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,449
Change-14,449 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 14,352
Change-14,352 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 14,263
Change-14,263 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 14,081
Change-14,081 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 14,033
Change-14,033 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 13,987
Change-13,987 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 13,885
Change-13,885 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 13,775
Change-13,775 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 13,613
Change-13,613 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 13,562
Change-13,562 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 13,539
Change-13,539 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 13,531
Change-13,531 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 13,470
Change-13,470 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 13,439
Change-13,439 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 13,428
Change-13,428 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 13,420
Change-13,420 (-100%)
Value—
Amplify Investments, LLC
N/A
Shares— from 13,340
Change-13,340 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 13,038
Change-13,038 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 12,987
Change-12,987 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 12,913
Change-12,913 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
Calydon Capital
N/A
Shares— from 12,671
Change-12,671 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 12,468
Change-12,468 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 12,455
Change-12,455 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 12,212
Change-12,212 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 12,084
Change-12,084 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 11,989
Change-11,989 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 11,803
Change-11,803 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 11,508
Change-11,508 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 11,452
Change-11,452 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 11,441
Change-11,441 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 11,380
Change-11,380 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 11,183
Change-11,183 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,977
Change-10,977 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 10,915
Change-10,915 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 10,814
Change-10,814 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 10,613
Change-10,613 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 10,409
Change-10,409 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 10,406
Change-10,406 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 10,336
Change-10,336 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 10,136
Change-10,136 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 10,026
Change-10,026 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 9,918
Change-9,918 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 9,629
Change-9,629 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 9,556
Change-9,556 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 8,775
Change-8,775 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 8,113
Change-8,113 (-100%)
Value—
Motco
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 6,852
Change-6,852 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 6,257
Change-6,257 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 6,182
Change-6,182 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
Blue Owl Capital Holdings LP
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5,069
Change-5,069 (-100%)
Value—
Zazove Associates LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,748
Change-4,748 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 4,451
Change-4,451 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,591
Change-3,591 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 970
Change-970 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 946
Change-946 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 324
Change-324 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 241
Change-241 (-100%)
Value—
EFG International AG
N/A
Shares— from 236
Change-236 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 211
Change-211 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 31
Change-31 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Status
Alps Advisors Inc
DECREASED84,776,08386,904,208-2,128,125-2%$1.7B$1.7B+$14.4M2026-11-03
Chickasaw Capital Management LLC
DECREASED15,164,01415,361,046-197,032-1%$293.7K$299.8M+$299.5M2026-10-08
Natixis
DECREASED14,293,81321,401,124-7,107,311-33%$409.2M$282.6M-$126.6M2026-11-06
Cushing Asset Management, LP dba NXG Investment Management
DECREASED7,772,5997,923,600-151,001-2%$151.5M$153.7M+$2.2M2026-10-26
LPL Financial LLC
INCREASED7,663,9517,510,573+153,378+2%$143.6M$151.5M+$7.9M2026-11-06
Barclays PLC
DECREASED6,420,6777,152,174-731,497-10%$136.7M$126.9M-$9.8M2026-11-06
Eagle Global Advisors LLC
INCREASED6,402,1266,377,126+25,000+0%$121.9M$126.6M+$4.6M2026-11-02
Fractal Investments LLC
INCREASED5,946,3535,471,353+475,000+9%$104.6M$117.6M+$12.9M2026-10-28
Citigroup Inc
INCREASED5,769,3775,728,052+41,325+1%$109.5M$114.1M+$4.5M2026-11-04
Miller Howard Investments Inc
INCREASED5,679,1745,314,984+364,190+7%$101.6M$112.3M+$10.7M2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED5,481,4215,479,943+1,478+0%$104.8M$108.4M+$3.6M2026-10-22
Stephens Group, LLC
UNCHANGED5,444,5975,444,59700%$104.1M$107.6M+$3.5M2026-10-06
Duff & Phelps Investment Management Co
INCREASED4,385,2334,359,713+25,520+1%$83.4M$86.7M+$3.3M2026-11-06
Chicago Partners Investment Group LLC
INCREASED3,548,9343,426,520+122,414+4%$70.0M$72.6M+$2.6M2026-10-27
Americana Partners, LLC
DECREASED3,541,2043,553,524-12,3200%$67.9M$70.0M+$2.1M2026-10-28
Maryland State Retirement & Pension System
DECREASED2,669,9292,999,375-329,446-11%$57.3M$52.8M-$4.6M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED2,075,8232,056,699+19,124+1%$39.3M$41.0M+$1.7M2026-11-02
Walnut Private Equity Partners, LLC
UNCHANGED2,048,5002,048,50000%$39.2M$40.5M+$1.3M2026-10-14
Neos Investment Management LLC
INCREASED2,007,8651,584,634+423,231+27%$30.3M$39.7M+$9.4M2026-11-04
Northside Capital Management, LLC
DECREASED1,993,6222,009,253-15,631-1%$38.4M$39.4M+$997.0K2026-10-13
Catalyst Capital Advisors LLC
UNCHANGED1,939,0201,939,02000%$37.1M$38.3M+$1.3M2026-11-02
Tema Etfs LLC
INCREASED1,890,5121,366,371+524,141+38%$26.1M$37.4M+$11.3M2026-10-16
Pinnacle Wealth Planning Services, Inc.
DECREASED1,717,4582,146,965-429,507-20%$41.0M$34.0M-$7.1M2026-10-27
Exchange Traded Concepts, LLC
DECREASED1,631,0861,808,467-177,381-10%$34.6M$32.2M-$2.3M2026-10-28
Commonwealth Equity Services, LLC
DECREASED1,572,6321,664,471-91,839-6%$31.8M$31.1M-$733.7K2026-11-02
Private Capital Advisors, Inc.
DECREASED1,481,5351,510,980-29,445-2%$28.9M$29.3M+$400.0K2026-10-06
Adams Asset Advisors, LLC
UNCHANGED1,473,5601,473,56000%$28.2M$29.1M+$957.8K2026-10-08
Kestra Advisory Services, LLC
INCREASED1,410,4711,349,804+60,667+4%$25.8M$27.9M+$2.1M2026-11-02
Prospera Financial Services Inc
INCREASED1,063,4991,062,395+1,104+0%$20.3M$22.2M+$1.9M2026-11-04
Creative Planning
INCREASED1,017,238971,804+45,434+5%$18.6M$20.1M+$1.5M2026-11-02
Payden & Rygel
UNCHANGED1,012,0901,012,09000%$19.4M$20.0M+$658.0K2026-10-28
Truist Financial Corp
INCREASED960,730921,770+38,960+4%$17.6M$19.0M+$1.4M2026-10-30
Coronation Fund Managers Ltd.
DECREASED948,849971,251-22,402-2%$18.6M$18.8M+$188.4K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED944,051877,656+66,395+8%$17.3M$19.5M+$2.2M2026-10-13
Oak Grove Capital LLC
INCREASED943,209894,709+48,500+5%$17.1M$18.6M+$1.5M2026-10-09
Parsons Capital Management Inc
INCREASED910,389889,978+20,411+2%$17.0M$18.0M+$982.0K2026-10-28
Fourpath Capital Management, LLC
INCREASED902,134898,880+3,254+0%$17.2M$17.8M+$648.6K2026-10-19
FFG Partners, LLC
DECREASED876,346883,770-7,424-1%$16.9M$17.3M+$427.7K2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED849,972864,161-14,189-2%$16.5M$16.8M+$281.2K2026-10-20
Tectonic Advisors LLC
INCREASED827,868793,525+34,343+4%$15.2M$16.4M+$1.2M2026-10-22
General American Investors Co Inc
DECREASED825,5651,020,030-194,465-19%$19.5M$16.3M-$3.2M2026-11-02
Evergreen Capital Management LLC
DECREASED824,652845,478-20,826-2%$16.2M$16.3M+$137.8K2026-10-23
Bokf, NA
INCREASED760,885717,524+43,361+6%$13.7M$15.0M+$1.3M2026-10-27
Turtle Creek Wealth Advisors, LLC
INCREASED752,232744,449+7,783+1%$14.2M$14.9M+$637.8K2026-10-15
Williams Jones Wealth Management, Llc.
DECREASED725,261748,661-23,400-3%$14.3M$14.3M+$24.0K2026-11-05
Cambiar Investors LLC
INCREASED700,000201,323+498,677+248%$3.8M$13.8M+$10.0M2026-11-04
Deutsche Bank Ag\
DECREASED674,403696,213-21,810-3%$13.3M$13.3M+$21.4K2026-11-06
Childress Capital Advisors, LLC
INCREASED604,803602,340+2,463+0%$11.5M$12.0M+$440.2K2026-10-28
Larson Financial Group LLC
INCREASED551,620535,246+16,374+3%$10.2M$10.9M+$671.6K2026-11-05
Hennessy Advisors Inc
UNCHANGED537,596537,59600%$10.3M$10.6M+$349.4K2026-10-28
Lido Advisors, LLC
INCREASED522,818521,197+1,621+0%$10.0M$10.4M+$370.7K2026-11-04
Fogel Capital Management, Inc.
INCREASED514,034511,784+2,250+0%$9.8M$10.2M+$377.1K2026-11-04
Elco Management Co., LLC
INCREASED504,780503,905+875+0%$9.6M$10.0M+$344.8K2026-10-14
Summit Securities Group LLC
DECREASED498,200539,600-41,400-8%$10.3M$9.8M-$467.7K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED472,212360,079+112,133+31%$6.9M$9.3M+$2.5M2026-10-16
D.A. Davidson & Co.
DECREASED459,776462,475-2,699-1%$8.8M$9.1M+$247.3K2026-10-28
SL Advisors, LLC
DECREASED448,898473,898-25,000-5%$9.1M$8.9M-$186.2K2026-10-13
Ascentis Wealth Management, LLC
INCREASED440,925400,166+40,759+10%$7.7M$8.7M+$1.1M2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED438,956442,282-3,326-1%$8.5M$8.7M+$221.7K2026-11-02
Moors & Cabot, Inc.
DECREASED431,966438,705-6,739-2%$8.4M$8.5M+$151.9K2026-11-06
HUB Investment Partners, LLC
INCREASED423,653344,628+79,025+23%$6.6M$8.4M+$1.8M2026-11-03
Oppenheimer & Co Inc
INCREASED420,370378,328+42,042+11%$7.2M$8.3M+$1.1M2026-10-26
Private Management Group Inc
DECREASED401,075401,269-1940%$7.7M$7.9M+$257.0K2026-11-04
Gilman Hill Asset Management, LLC
DECREASED399,988409,501-9,513-2%$7.8M$7.9M+$78.1K2026-10-13
Simplex Trading, LLC
INCREASED389,158277,185+111,973+40%$5.3M$7.7M+$2.4M2026-11-04
Forum Financial Management, LP
DECREASED389,002392,423-3,421-1%$7.5M$7.7M+$187.5K2026-10-16
Sowell Financial Services LLC
INCREASED387,034378,389+8,645+2%$7.2M$7.7M+$416.9K2026-10-23
Salem Investment Counselors Inc
INCREASED383,387383,381+60%$7.3M$7.6M+$249.3K2026-10-13
Capital Investment Advisors, LLC
INCREASED381,773375,209+6,564+2%$7.2M$7.5M+$373.6K2026-10-22
CoreCap Advisors, LLC
INCREASED381,258338,209+43,049+13%$6.5M$7.5M+$1.1M2026-10-08
Bahl & Gaynor LLC
INCREASED349,827312,036+37,791+12%$6.0M$6.9M+$950.0K2026-11-05
Cohen Capital Management, Inc.
UNCHANGED335,304335,30400%$6.4M$6.6M+$217.9K2026-10-14
Simon Quick Advisors, LLC
INCREASED325,328319,416+5,912+2%$6.1M$6.4M+$324.5K2026-10-26
VestGen Advisors, LLC
INCREASED325,088324,712+376+0%$6.2M$6.4M+$218.5K2026-10-27
PNC Financial Services Group, Inc.
INCREASED324,300287,345+36,955+13%$5.5M$6.4M+$917.4K2026-11-06
Adell Harriman & Carpenter Inc
INCREASED317,289295,196+22,093+7%$5.6M$6.3M+$628.7K2026-11-02
Fort Washington Investment Advisors Inc
INCREASED310,480287,074+23,406+8%$5.5M$6.1M+$649.3K2026-10-15
Old North State Wealth Management, LLC
DECREASED303,582311,656-8,074-3%$6.0M$6.0M+$42.8K2026-10-22
DCF Advisers, LLC
UNCHANGED300,500300,50000%$5.7M$5.9M+$195.3K2026-11-04
Everest Financial Group LLC
DECREASED294,486304,501-10,015-3%$5.8M$5.8M-$852026-11-06
US Bancorp \de\
INCREASED293,144265,343+27,801+10%$5.1M$5.8M+$722.1K2026-11-05
Nations Financial Group Inc,
DECREASED291,778295,660-3,882-1%$5.7M$5.8M+$115.4K2026-11-05
International Assets Investment Management, LLC
INCREASED286,429236,583+49,846+21%$4.5M$5.8M+$1.3M2026-11-02
Apollon Wealth Management, LLC
DECREASED254,132258,560-4,428-2%$4.9M$5.0M+$80.5K2026-10-23
HB Wealth Management, LLC
INCREASED252,141215,505+36,636+17%$4.1M$5.0M+$864.4K2026-10-23
ProShare Advisors LLC
DECREASED246,924288,483-41,559-14%$5.5M$4.9M-$634.1K2026-10-29
Calamos Advisors LLC
INCREASED244,843230,990+13,853+6%$4.4M$4.8M+$424.0K2026-11-02
North Star Investment Management Corp.
DECREASED244,063244,602-5390%$4.7M$4.8M+$148.3K2026-10-27
Savant Capital, LLC
INCREASED242,202126,254+115,948+92%$2.5M$4.8M+$2.3M2026-11-06
Baldwin Wealth Partners LLC
DECREASED237,603240,664-3,061-1%$4.6M$4.7M+$95.9K2026-10-13
Spirit of America Management Corp
UNCHANGED229,200229,20000%$4.4M$4.5M+$149.0K2026-10-14
J.W. Cole Advisors, Inc.
INCREASED228,579215,650+12,929+6%$4.1M$4.5M+$395.8K2026-11-05
American Assets Investment Management, LLC
UNCHANGED225,800225,80000%$4.3M$4.5M+$146.8K2026-10-30
Jefferies Financial Group Inc.
NEW225,565—+225,565——$4.5M—2026-11-05
Confluence Wealth Services, Inc.
DECREASED225,498253,943-28,445-11%$4.9M$4.5M-$397.3K2026-11-05
Valeo Financial Advisors, LLC
INCREASED213,824209,108+4,716+2%$4.0M$4.2M+$229.2K2026-10-08
Brookstone Capital Management
DECREASED213,745226,798-13,053-6%$4.3M$4.2M-$110.6K2026-10-22
Venture Visionary Partners LLC
INCREASED212,506142,838+69,668+49%$2.7M$4.2M+$1.5M2026-10-07
Kestra Private Wealth Services, LLC
DECREASED212,174212,530-3560%$4.1M$4.2M+$131.1K2026-11-06
180 Wealth Advisors, LLC
DECREASED208,376211,064-2,688-1%$4.0M$4.1M+$84.0K2026-11-03
Sentinel Trust Co LBA
UNCHANGED207,000207,00000%$4.0K$4.1M+$4.1M2026-11-03
1900 Wealth Management LLC
INCREASED206,845206,730+115+0%$4.0M$4.1M+$136.6K2026-10-13
Howard Financial Services, Ltd.
INCREASED197,720197,254+466+0%$3.8M$3.9M+$137.4K2026-10-15
Oppenheimer Asset Management Inc.
DECREASED190,919195,743-4,824-2%$3.7M$3.8M+$31.9K2026-10-27
CFM Wealth Partners LLC
UNCHANGED188,858188,85800%$3.6M$3.7M+$122.8K2026-11-05
Almanack Investment Partners, Llc.
INCREASED188,563188,109+454+0%$3.6M$3.7M+$131.3K2026-11-03
Clear Trail Advisors, LLC
INCREASED187,252186,994+258+0%$3.6M$3.7M+$126.6K2026-10-20
Keybank National Association
DECREASED184,472226,315-41,843-18%$4.3M$3.6M-$680.1K2026-11-04
Independent Financial Group, LLC
INCREASED180,215175,693+4,522+3%$3.4M$3.6M+$203.6K2026-10-13
Bank of New York Mellon Corp
INCREASED177,686137,093+40,593+30%$2.6M$3.5M+$891.6K2026-11-05
Corps Capital Advisors, LLC
DECREASED176,030179,022-2,992-2%$3.4M$3.5M+$57.2K2026-11-05
Terril Brothers, Inc.
UNCHANGED175,014175,01400%$3.3M$3.5M+$113.8K2026-11-06
Visionary Wealth Advisors
INCREASED174,839171,704+3,135+2%$3.3M$3.5M+$173.6K2026-11-04
Ellsworth Advisors, LLC
INCREASED173,394164,340+9,054+6%$3.3M$3.4M+$156.0K2026-10-15
Beverly Hills Private Wealth, LLC
UNCHANGED173,373173,37300%$3.3M$3.4M+$112.7K2026-11-04
Enclave Advisors LLC
DECREASED171,169176,063-4,894-3%$3.4M$3.4M+$17.7K2026-10-14
GFS Advisors, LLC
UNCHANGED170,700170,70000%$9.0K$3.4M+$3.4M2026-11-03
Ackerman Capital Advisors, LLC
UNCHANGED169,498169,49800%$3.2M$3.4M+$110.2K2026-10-30
Texas Bank & Trust Co
UNCHANGED167,715167,71500%$3.2M$3.3M+$109.0K2026-11-04
Aurora Private Wealth, Inc.
INCREASED167,538164,913+2,625+2%$3.2M$3.3M+$159.0K2026-10-20
Daymark Wealth Partners, LLC
DECREASED166,444166,770-3260%$3.2M$3.3M+$101.9K2026-11-04
Level Four Advisory Services, LLC
DECREASED165,289167,591-2,302-1%$3.2M$3.3M+$63.4K2026-11-06
Kornitzer Capital Management Inc
DECREASED163,600164,600-1,000-1%$3.1M$3.2M+$87.2K2026-11-03
Moneco Advisors, LLC
DECREASED162,983171,865-8,882-5%$3.3M$3.2M-$63.9K2026-11-05
Pathway Financial Advisers, LLC
INCREASED159,589151,332+8,257+5%$2.9M$3.2M+$261.6K2026-10-27
Crescent Grove Advisors, LLC
INCREASED158,365136,877+21,488+16%$2.6M$3.1M+$513.8K2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED154,403154,40300%$3.0M$3.1M+$100.4K2026-10-23
Royal Palms Capital LLC
DECREASED153,138156,820-3,682-2%$3.0M$3.0M+$29.1K2026-10-23
Baugh & Associates, LLC
INCREASED151,147140,329+10,818+8%$2.7M$2.7M+$16.0K2026-10-16
Sigma Planning Corp
INCREASED148,863147,164+1,699+1%$2.8M$2.9M+$126.6K2026-10-23
Fortem Financial Group, LLC
INCREASED146,422144,704+1,718+1%$2.8M$2.9M+$128.0K2026-10-20
Millennium Capital Advisors, LLC
INCREASED142,797142,382+415+0%$2.7M$2.8M+$100.7K2026-10-16
Wedbush Securities Inc
DECREASED141,297147,534-6,237-4%$2.8M$2.8M-$28.0K2026-10-22
Davenport & Co LLC
INCREASED140,717120,507+20,210+17%$2.3M$2.8M+$477.9K2026-10-14
Fortitude Family Office, LLC
DECREASED139,125147,995-8,870-6%$2.8M$2.8M-$79.2K2026-10-14
Outfitters Financial LLC
UNCHANGED137,762137,76200%$2.6M$2.7M+$89.5K2026-10-23
Wealthcare Advisory Partners LLC
INCREASED136,450127,608+8,842+7%$2.4M$2.7M+$257.8K2026-10-21
Fifth Third Bancorp
INCREASED136,198136,122+76+0%$2.6M$2.7M+$90.0K2026-11-05
Sage Investment Counsel LLC
INCREASED134,811134,810+10%$2.6M$2.7M+$87.6K2026-10-26
Sanders Morris Harris LLC
NEW134,348—+134,348——$2.7M—2026-10-14
Allworth Financial LP
INCREASED133,898125,029+8,869+7%$2.4M$2.6M+$169.6K2026-11-06
ACT Capital Partners, L.P.
NEW133,100—+133,100——$2.6M—2026-11-06
Rockwood Wealth Management, LLC
INCREASED132,506132,450+56+0%$2.5M$2.6M+$87.2K2026-10-27
Clarus Group, Inc.
DECREASED131,128134,899-3,771-3%$2.6M$2.6M+$13.1K2026-10-21
MGO One Seven LLC
INCREASED128,821128,247+574+0%$2.5M$2.5M+$94.7K2026-10-28
Uptown Financial Advisors LLC
DECREASED124,894128,774-3,880-3%$2.5M$2.5M+$7.0K2026-10-15
Integrated Advisors Network LLC
INCREASED122,145122,033+112+0%$2.3M$2.4M+$81.5K2026-10-20
Vise Technologies, Inc.
INCREASED121,79448,300+73,494+152%$923.5K$2.4M+$1.5M2026-10-29
Capital Asset Advisory Services LLC
INCREASED116,841115,800+1,041+1%$2.2M$2.3M+$127.4K2026-10-30
Indivisible Partners
DECREASED116,6001,610,667-1,494,067-93%$30.8M$2.3M-$28.5M2026-10-26
Choreo, LLC
INCREASED115,10977,464+37,645+49%$1.5M$2.3M+$794.6K2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED112,215110,394+1,821+2%$2.1M$2.2M+$107.8K2026-11-05
Cornerstone Advisory, LLC
INCREASED109,694109,070+624+1%$2.1M$2.2M+$83.2K2026-11-06
Jacobi Capital Management LLC
DECREASED108,321108,561-2400%$2.1M$2.1M+$65.8K2026-11-05
Nfsg Corp
INCREASED107,547104,211+3,336+3%$2.0M$2.1M+$133.7K2026-10-15
Elemental Capital Partners LLC
INCREASED106,953104,853+2,100+2%$2.0M$2.1M+$109.7K2026-10-14
Private Wealth Partners, LLC
INCREASED106,50096,500+10,000+10%$1.8M$2.1M+$260.4K2026-10-22
Chapin Davis, Inc.
INCREASED105,426103,905+1,521+1%$2.0M$2.1M+$97.6K2026-10-09
Quantum Private Wealth, LLC
INCREASED104,596104,048+548+1%$2.0M$2.1M+$78.5K2026-10-20
Alpha Wealth Funds, LLC
INCREASED104,50089,500+15,000+17%$1.7M$2.1M+$369.4K2026-11-05
Regions Financial Corp
INCREASED104,13790,282+13,855+15%$1.7M$2.1M+$332.6K2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED102,498102,436+62+0%$2.0M$2.0M+$67.8K2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED102,13518,789+83,346+444%$359.3K$2.1M+$1.7M2026-10-20
Legacy Advisors, LLC
UNCHANGED101,747101,74700%$1.9M$2.0M+$66.1K2026-10-19
Silverlake Wealth Management LLC
DECREASED101,081103,334-2,253-2%$2.0M$2.0M+$22.6K2026-10-21
Kercheville Advisors, LLC
INCREASED101,028100,459+569+1%$1.9M$2.0M+$76.5K2026-10-19
Farther Finance Advisors, LLC
DECREASED101,023101,653-630-1%$1.9M$2.0M+$53.7K2026-10-08
Ariston Services Group
UNCHANGED100,683100,68300%$1.9M$2.0M+$65.4K2026-10-16
Intrua Financial, LLC
DECREASED99,360101,462-2,102-2%$1.9M$2.0M+$24.4K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED98,85398,401+452+0%$1.9M$2.0M+$78.8K2026-10-13
Merit Financial Group, LLC
DECREASED98,688102,065-3,377-3%$2.0M$2.0M-$4052026-11-06
HWG Holdings LP
INCREASED93,86193,642+219+0%$1.8M$1.9M+$65.2K2026-10-08
MSH Capital Advisors LLC
INCREASED93,74692,016+1,730+2%$1.8M$1.9M+$94.0K2026-11-03
Carrera Capital Advisors
INCREASED93,56592,172+1,393+2%$1.8M$1.8M+$87.4K2026-11-03
Evanson Financial, LLC
INCREASED93,55583,013+10,542+13%$1.6M$1.8M+$262.4K2026-10-23
Kirr Marbach & Co LLC
DECREASED92,71895,392-2,674-3%$1.8M$1.8M+$9.1K2026-10-20
Manske Wealth Management
DECREASED92,63392,638-50%$1.8M$1.8M+$60.1K2026-10-26
Trust Co of Toledo NA
UNCHANGED92,44792,44700%$1.8M$1.8M+$60.1K2026-10-16
Spire Wealth Management
INCREASED91,76283,583+8,179+10%$1.6M$1.8M+$216.0K2026-10-30
Meixler Investment Management, Ltd.
DECREASED90,00090,475-475-1%$1.7M$1.8M+$49.4K2026-11-03
Rossmore Private Capital
UNCHANGED90,00090,00000%$1.7M$1.8M+$58.5K2026-10-27
McAdam, LLC
INCREASED89,76488,891+873+1%$1.7M$1.8M+$75.0K2026-10-21
Personal CFO Solutions, LLC
INCREASED89,12988,931+198+0%$1.7M$1.8M+$61.7K2026-11-06
Virtue Capital Management, LLC
INCREASED88,15286,232+1,920+2%$1.7M$1.7M+$91.9K2026-10-29
Nova Financial LLC
NEW87,896—+87,896——$1.7M—2026-11-04
Cascade Investment Group, Inc.
DECREASED87,65488,054-4000%$1.7M$1.7M+$49.3K2026-10-13
Kelleher Financial Advisors
INCREASED86,84543,696+43,149+99%$835.5K$1.7M+$881.5K2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED86,61453,755+32,859+61%$1.0M$1.7M+$684.6K2026-10-08
Gilpin Wealth Management, LLC
UNCHANGED86,00786,00700%$1.6M$1.7M+$55.9K2026-10-09
Stablepoint Partners, LLC
DECREASED85,60988,296-2,687-3%$1.7M$1.7M+$4.3K2026-11-03
Summit Financial Strategies, Inc.
UNCHANGED85,24285,24200%$1.6M$1.7M+$55.4K2026-10-14
Clear Harbor Asset Management, LLC
INCREASED84,63283,707+925+1%$1.6M$1.7M+$72.7K2026-11-05
Aull & Monroe Investment Management Corp
UNCHANGED82,95282,95200%$1.6M$1.6M+$53.9K2026-10-16
Albert D Mason Inc
INCREASED81,91177,078+4,833+6%$1.5M$1.6M+$145.6K2026-10-27
Enhancing Capital LLC
UNCHANGED80,64080,64000%$1.5M$1.6M+$52.4K2026-10-26
Huntleigh Advisors, Inc.
DECREASED80,531103,708-23,177-22%$2.0M$1.6M-$390.8K2026-11-03
Glenview Trust Co
INCREASED78,76978,315+454+1%$1.5M$1.6M+$59.9K2026-10-28
GFG Capital, LLC
UNCHANGED78,66878,66800%$1.5M$1.6M+$51.1K2026-10-16
Burford Brothers, Inc.
DECREASED78,35180,581-2,230-3%$1.5M$1.5M+$8.3K2026-10-21
Diversify Wealth Management, LLC
DECREASED76,25699,789-23,533-24%$2.0M$1.5M-$470.8K2026-10-20
Diversify Advisory Services, LLC
DECREASED76,25699,789-23,533-24%$2.0M$1.5M-$470.8K2026-10-20
Gibraltar Capital Management, Inc.
INCREASED76,07162,986+13,085+21%$1.2M$1.5M+$299.6K2026-10-27
Addis & Hill, Inc
UNCHANGED75,65875,65800%$1.4M$1.4M$02026-10-19
Fidelity D & D Bancorp Inc
INCREASED74,74773,225+1,522+2%$1.4M$1.5M+$77.7K2026-11-05
Founders Financial Securities LLC
DECREASED74,70074,966-2660%$1.4M$1.5M+$43.5K2026-10-28
Penbrook Management LLC
DECREASED74,29374,489-1960%$1.4M$1.5M+$44.5K2026-10-16
Naples Global Advisors, LLC
INCREASED74,15472,049+2,105+3%$1.4M$1.5M+$88.4K2026-11-05
IFP Advisors, Inc
DECREASED73,37975,780-2,401-3%$1.4M$1.5M+$1.8K2026-10-16
Argyle Capital Partners, LLC
DECREASED73,13476,390-3,256-4%$1.5M$1.4M-$14.7K2026-10-23
Rhodes Investment Advisors Inc
INCREASED72,99766,847+6,150+9%$1.3M$1.4M+$165.0K2026-10-07
Soltis Investment Advisors LLC
INCREASED71,03917,492+53,547+306%$334.4K$1.4M+$1.1M2026-10-28
Meridian Wealth Management, LLC
DECREASED70,95774,768-3,811-5%$1.4M$1.4M-$26.7K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED70,68498,868-28,184-29%$1.9M$1.4M-$492.9K2026-10-13
Linscomb Wealth, Inc.
DECREASED70,52480,734-10,210-13%$1.5M$1.4M-$149.4K2026-11-05
Platform Technology Partners
INCREASED70,22569,676+549+1%$1.3M$1.4M+$56.1K2026-11-02
Miller Wealth Advisors, LLC
NEW69,900—+69,900——$1.4M—2026-11-02
Cullen Investment Group, Ltd.
INCREASED69,70069,400+300+0%$1.3M$1.4M+$95.6K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED69,14566,563+2,582+4%$1.3M$1.4M+$94.3K2026-10-23
Axiom Investment Management LLC
INCREASED68,93767,412+1,525+2%$1.3M$1.4M+$74.0K2026-11-03
Paragon Capital Management Ltd
UNCHANGED68,72468,72400%$1.3M$1.4M+$44.7K2026-10-09
Apella Capital, LLC
DECREASED67,83775,918-8,081-11%$1.5M$1.4M-$114.6K2026-10-08
Lanark Financial, Inc.
DECREASED67,37170,091-2,720-4%$1.3M$1.3M-$8.2K2026-10-26
Sullivan Wood Capital Management LLC
DECREASED67,24978,976-11,727-15%$1.5M$1.3M-$180.5K2026-10-13
HBW Advisory Services LLC
INCREASED66,22963,868+2,361+4%$1.2M$1.3M+$88.2K2026-10-15
Stockman Wealth Management, Inc.
INCREASED65,96665,291+675+1%$1.2M$1.3M+$55.8K2026-10-27
Mattern Wealth Management LLC
UNCHANGED64,52264,52200%$1.2M$1.3M+$41.9K2026-11-04
Directional Asset Management
DECREASED62,80081,700-18,900-23%$1.6M$1.2M-$320.5K2026-10-22
Obermeyer Wealth Partners
UNCHANGED61,44561,44500%$1.2M$1.2M+$39.9K2026-10-21
Independent Wealth Network Inc.
DECREASED60,30260,946-644-1%$1.2M$1.2M+$26.9K2026-10-19
Kavar Capital Partners Group, LLC
INCREASED60,26950,111+10,158+20%$958.1K$1.2M+$233.4K2026-11-06
LMG Wealth Partners, LLC
UNCHANGED60,13160,13100%$1.1M$1.2M+$39.1K2026-11-05
Avalon Capital Management
UNCHANGED60,00060,00000%$1.1M$1.2M+$39.0K2026-11-04
Xcel Wealth Management, LLC
INCREASED59,93558,685+1,250+2%$1.1M$1.2M+$62.9K2026-10-26
Claro Advisors Inc.
UNCHANGED59,81459,81400%$1.1M$1.2M+$38.9K2026-11-02
Rahlfs Capital, LLC
INCREASED59,47558,225+1,250+2%$1.1M$1.2M+$62.6K2026-10-23
StoneX Group Inc.
INCREASED58,97049,785+9,185+18%$951.9K$1.2M+$220.8K2026-11-03
Financial Management Professionals, Inc.
INCREASED58,35958,350+9+0%$1.1M$1.2M+$38.1K2026-10-23
Joseph P. Lucia & Associates, LLC
DECREASED58,24259,939-1,697-3%$1.1M$1.2M+$5.4K2026-10-30
Langley Wealth Management, LLC
DECREASED58,07159,093-1,022-2%$1.1M$1.1M+$18.2K2026-11-04
Merrion Investment Management Co, LLC
UNCHANGED58,00058,00000%$1.1M$1.1M+$37.7K2026-10-16
Hourglass Capital, LLC
UNCHANGED57,14157,14100%$1.1M$1.1M+$37.1K2026-10-26
Midwest Trust Co
DECREASED57,11463,698-6,584-10%$1.2M$1.1M-$88.8K2026-10-22
Welch Group, LLC
INCREASED56,87534,263+22,612+66%$655.1K$1.1M+$469.3K2026-10-29
Nilsine Partners, LLC
DECREASED56,77157,271-500-1%$1.1M$1.1M+$27.3K2026-11-02
Burney Co/
UNCHANGED56,44756,44700%$1.1M$1.1M+$36.7K2026-10-15
Olistico Wealth, LLC
UNCHANGED56,24656,24600%$1.1M$1.1M+$36.6K2026-10-05
RFG Advisory, LLC
DECREASED56,21858,003-1,785-3%$1.1M$1.1M+$2.4K2026-11-03
Griffin Asset Management, Inc.
DECREASED56,14271,058-14,916-21%$1.4M$1.1M-$248.7K2026-10-22
OceanIQ Capital, LLC
UNCHANGED55,82555,82500%$1.2M$1.1M-$17.0K2026-10-19
Meriwether Wealth & Planning, LLC
INCREASED55,79151,011+4,780+9%$975.3K$1.1M+$127.7K2026-10-13
Lavelle Capital LP
INCREASED55,75655,239+517+1%$1.1M$1.1M+$46.1K2026-11-03
Heritage Wealth Management, Inc.
INCREASED55,35155,314+37+0%$1.1M$1.1M+$36.7K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED54,74454,593+151+0%$1.0M$1.1M+$38.5K2026-10-27
Cornerstone Wealth Management, LLC
DECREASED54,65954,757-980%$1.0M$1.1M+$33.6K2026-11-04
Samalin Investment Counsel, LLC
INCREASED54,58453,841+743+1%$1.0M$1.1M+$49.7K2026-10-23
Diversified Enterprises, LLC
UNCHANGED53,92353,92300%$1.0M$1.1M+$35.1K2026-10-19
Zega Investments, LLC
DECREASED53,60054,433-833-2%$1.0M$1.1M+$18.9K2026-11-04
Perigon Wealth Management, LLC
DECREASED53,12754,676-1,549-3%$1.0M$1.1M+$4.9K2026-10-22
Capital Square, LLC
INCREASED52,23151,369+862+2%$1.0M$1.0M+$22.7K2026-10-19
McAlvany Wealth Management LLC
NEW51,708—+51,708——$1.0M—2026-10-29
CWA Asset Management Group, LLC
INCREASED51,44240,792+10,650+26%$780.0K$1.0M+$237.0K2026-10-19
Parallel Advisors, LLC
INCREASED51,28450,299+985+2%$961.7K$1.0M+$52.2K2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED51,18145,068+6,113+14%$861.7K$1.0M+$150.2K2026-10-14
Ulrich Consultants & Investment Group, LLC
NEW50,942—+50,942——$1.0M—2026-10-13
Morton Capital Management LLC
INCREASED50,59649,938+658+1%$954.8K$1.0M+$45.5K2026-10-23
Compass Financial Group, Inc
DECREASED50,20750,442-2350%$964.5K$992.6K+$28.1K2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED50,08722,798+27,289+120%$457.6K$1.0M+$549.7K2026-10-21
Hurley Capital, LLC
INCREASED48,54239,060+9,482+24%$746.8K$959.7K+$212.9K2026-11-05
BIP Wealth, LLC
INCREASED48,20142,069+6,132+15%$804.4K$952.9K+$148.6K2026-10-22
Oak Harvest Investment Services
INCREASED47,99645,503+2,493+5%$870.0K$948.9K+$78.9K2026-10-20
Tred Avon Family Wealth, LLC
DECREASED47,83151,231-3,400-7%$979.5K$945.6K-$33.9K2026-10-20
BLB&B Advisors, LLC
DECREASED47,42647,926-500-1%$916.3K$937.6K+$21.3K2026-10-27
KCM Investment Advisors LLC
INCREASED46,70045,700+1,000+2%$873.8K$923.3K+$49.5K2026-10-27
Flagship Harbor Advisors, LLC
DECREASED46,59551,356-4,761-9%$981.9K$921.2K-$60.7K2026-10-26
Asset Allocation Strategies LLC
INCREASED46,25445,234+1,020+2%$864.9K$914.4K+$49.6K2026-10-20
Triad Wealth Partners, LLC
DECREASED46,20747,967-1,760-4%$972.8K$913.5K-$59.3K2026-10-26
Sunbeam Capital Management, LLC
INCREASED46,02545,988+37+0%$879.3K$909.9K+$30.6K2026-11-05
Maia Wealth LLC
INCREASED45,92545,209+716+2%$864.4K$907.9K+$43.5K2026-10-19
Wealth Alliance Advisory Group, LLC
DECREASED45,86450,258-4,394-9%$960.9K$906.7K-$54.2K2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED45,76842,277+3,491+8%$806.4K$929.8K+$123.4K2026-11-04
PDS Planning, Inc
INCREASED45,18142,266+2,915+7%$808.1K$893.2K+$85.1K2026-11-03
Cullen T Bankers, Inc.
DECREASED44,94545,339-394-1%$866.9K$888.6K+$21.7K2026-10-28
Assetmark, Inc
DECREASED44,56051,893-7,333-14%$992.2K$881.0K-$111.2K2026-10-21
Hardy Reed LLC
INCREASED44,38844,040+348+1%$842.0K$877.6K+$35.5K2026-11-06
Fiduciary Alliance LLC
DECREASED44,04144,389-348-1%$848.7K$870.7K+$22.0K2026-10-13
Advisor OS, LLC
DECREASED43,78146,950-3,169-7%$897.7K$865.5K-$32.2K2026-11-03
Moody National Bank Trust Division
UNCHANGED43,36543,36500%$829.1K$857.3K+$28.2K2026-10-06
Ballast, Inc.
UNCHANGED43,00043,00000%$822.2K$850.1K+$28.0K2026-10-20
TMB Capital Partners, LLC
INCREASED42,93142,553+378+1%$813.6K$848.7K+$35.1K2026-10-20
Tctc Holdings, LLC
UNCHANGED42,34842,34800%$809.7K$837.2K+$27.5K2026-11-02
First United Bank & Trust
INCREASED41,96441,310+654+2%$789.8K$829.6K+$39.8K2026-10-22
Waterfront Wealth Inc.
DECREASED41,94042,385-445-1%$871.0K$846.8K-$24.3K2026-11-03
Transcendent Capital Group LLC
INCREASED41,81639,402+2,414+6%$753.4K$826.7K+$73.3K2026-10-28
Parkside Financial Bank & Trust
UNCHANGED41,63841,63800%$796.1K$823.2K+$27.1K2026-10-27
Noesis Capital Mangement Corp
INCREASED41,59441,561+33+0%$794.6K$822.3K+$27.7K2026-10-26
XML Financial, LLC
INCREASED40,71540,336+379+1%$771.2K$804.9K+$33.7K2026-10-29
Inscription Capital, LLC
DECREASED40,49977,230-36,731-48%$1.5M$800.7K-$676.0K2026-11-02
N10 Wealth, LLC
NEW40,000—+40,000——$790.8K—2026-10-14
Everhart Financial Group, Inc.
NEW39,917—+39,917——$789.2K—2026-10-08
Well Done, LLC
NEW39,744—+39,744——$785.7K—2026-10-20
Miramontes Capital, LLC
INCREASED39,48739,202+285+1%$749.6K$780.7K+$31.1K2026-10-19
Citizens Financial Group Inc
INCREASED39,22223,540+15,682+67%$450.1K$775.4K+$325.3K2026-10-23
Gaddis Premier Wealth Advisors LLC
INCREASED38,87235,457+3,415+10%$677.9K$768.5K+$90.6K2026-10-29
Canvas Wealth Advisors, LLC
INCREASED38,68538,672+13+0%$739.4K$807.7K+$68.3K2026-11-02
Chiron Capital Management, LLC
DECREASED38,34538,795-450-1%$741.8K$758.1K+$16.3K2026-10-15
Kathmere Capital Management, LLC
DECREASED37,94738,708-761-2%$740.1K$750.2K+$10.1K2026-10-20
Greatmark Investment Partners, Inc.
INCREASED37,71222,712+15,000+66%$434.3K$745.6K+$311.3K2026-10-28
Diversified Trust Co
DECREASED37,60839,757-2,149-5%$760.2K$743.5K-$16.6K2026-11-06
Lee Financial Co
DECREASED37,58440,304-2,720-7%$770.6K$743.0K-$27.6K2026-10-16
Avantax Planning Partners, Inc.
INCREASED37,56233,356+4,206+13%$637.8K$742.6K+$104.8K2026-11-03
Mallini Complete Financial Planning LLC
INCREASED37,25636,655+601+2%$700.8K$736.6K+$35.7K2026-10-06
Jeppson Wealth Management, LLC
INCREASED36,13135,513+618+2%$679.0K$714.3K+$35.3K2026-10-20
AlphaCore Capital LLC
INCREASED35,70513,410+22,295+166%$256.4K$705.9K+$449.5K2026-11-04
Gould Asset Management LLC
INCREASED35,54935,149+400+1%$672.0K$702.8K+$30.8K2026-11-06
Wealthstar Advisors, LLC
INCREASED35,10434,446+658+2%$658.6K$694.0K+$35.4K2026-10-19
Winebrenner Capital Management LLC
DECREASED35,05636,289-1,233-3%$693.8K$693.1K-$7912026-10-07
Abner Herrman & Brock LLC
UNCHANGED35,00035,00000%$669$692.0K+$691.3K2026-10-20
Archford Capital Strategies, LLC
INCREASED34,75434,713+41+0%$663.7K$687.1K+$23.4K2026-10-19
Alessandra Capital Management, LLC
UNCHANGED34,70034,70000%$663.5K$686.0K+$22.6K2026-10-30
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED34,68635,166-480-1%$672.4K$685.7K+$13.4K2026-10-14
ARS Wealth Advisors Group, LLC
INCREASED34,54234,540+2+0%$660.4K$682.9K+$22.5K2026-10-16
Chung Wu Investment Group, LLC
INCREASED33,78933,081+708+2%$632.5K$668.0K+$35.5K2026-11-03
Romano Brothers and Company
UNCHANGED33,50233,50200%$640.6K$662.3K+$21.8K2026-10-22
Florida Trust Wealth Management Co
DECREASED33,42334,153-730-2%$653.0K$660.8K+$7.8K2026-11-05
Integrity Alliance, Llc.
DECREASED32,97335,154-2,181-6%$672.2K$651.9K-$20.3K2026-10-29
Beam Wealth Advisors, Inc.
DECREASED32,86233,542-680-2%$641.3K$649.7K+$8.4K2026-11-03
SeedSafe Financial LLC
INCREASED32,82424,124+8,700+36%$461.2K$648.9K+$187.7K2026-11-02
Signal Advisors Wealth, LLC
INCREASED32,71428,882+3,832+13%$552.2K$646.8K+$94.5K2026-10-13
Brighton Jones LLC
INCREASED32,53331,245+1,288+4%$597.4K$643.2K+$45.8K2026-11-03
Sagespring Wealth Partners, LLC
DECREASED32,46735,143-2,676-8%$671.9K$641.9K-$30.1K2026-10-22
Trifecta Capital Advisors, LLC
UNCHANGED32,30032,30000%$617.6K$638.6K+$21.0K2026-10-21
SP Asset Management LLC
INCREASED32,19131,686+505+2%$605.8K$636.4K+$30.6K2026-11-05
Lake Street Private Wealth, LLC
INCREASED32,11632,032+84+0%$612.5K$634.9K+$22.5K2026-10-22
Avion Wealth
INCREASED31,95428,446+3,508+12%$543.0K$631.0K+$88.0K2026-11-04
Conning Inc.
UNCHANGED31,66731,66700%$605.5K$626.1K+$20.6K2026-10-27
Collaborative Capital Advisors LLC
UNCHANGED31,25531,25500%$597.6K$617.9K+$20.3K2026-11-06
Fortitude Advisory Group L.L.C.
INCREASED31,19629,269+1,927+7%$559.6K$616.7K+$57.1K2026-10-15
KPP Advisory Services LLC
DECREASED31,16735,841-4,674-13%$685.3K$616.2K-$69.1K2026-10-26
Walled Lake Planning & Wealth Management, LLC
INCREASED30,91228,340+2,572+9%$541.9K$611.1K+$69.3K2026-10-29
TD Waterhouse Canada Inc.
DECREASED30,87035,016-4,146-12%$666.7K$620.5K-$46.2K2026-10-16
SmartHarvest Portfolios, LLC
DECREASED30,56231,168-606-2%$595.9K$604.2K+$8.3K2026-10-26
Asio Capital, LLC
UNCHANGED30,50030,50000%$583.2K$603.0K+$19.8K2026-10-19
Signaturefd, LLC
INCREASED30,49630,335+161+1%$580.0K$602.9K+$22.9K2026-10-23
Whalen Wealth Management Inc.
INCREASED30,31427,714+2,600+9%$529.9K$599.3K+$69.4K2026-10-08
Lynx Capital Group LTD
UNCHANGED30,00030,00000%$573.6K$593.1K+$19.5K2026-11-04
Saxony Capital Management, LLC
INCREASED29,99926,068+3,931+15%$498.4K$593.1K+$94.7K2026-10-15
Focus Financial Network, Inc.
DECREASED29,94130,048-1070%$574.5K$591.9K+$17.4K2026-10-14
State of Wyoming
INCREASED29,62822,822+6,806+30%$436.4K$585.7K+$149.4K2026-10-28
MV Capital Management, Inc.
INCREASED29,57829,114+464+2%$556.7K$584.8K+$28.1K2026-10-29
Pinnacle Associates LTD
DECREASED29,47531,566-2,091-7%$603.5K$582.7K-$20.8K2026-10-20
Retirement Investment Advisors, Inc.
INCREASED29,31228,467+845+3%$555.5K$579.5K+$24.0K2026-10-22
Aviance Capital Partners, LLC
INCREASED29,16726,167+3,000+11%$500.3K$576.6K+$76.3K2026-10-29
Spring Capital Management, LLC
UNCHANGED29,00029,00000%$554.5K$573.3K+$18.9K2026-10-09
DMC Group, LLC
UNCHANGED29,00029,00000%$554.5K$573.3K+$18.9K2026-10-26
Optima Capital LLC
DECREASED28,95229,048-960%$555.4K$572.4K+$17.0K2026-10-29
Whipplewood Advisors, LLC
UNCHANGED28,92328,92300%$553.0K$571.8K+$18.8K2026-10-20
Fisher Asset Management, LLC
DECREASED28,33929,736-1,397-5%$568.6K$560.3K-$8.3K2026-11-06
Novem Group
DECREASED28,33831,302-2,964-9%$598.5K$560.2K-$38.3K2026-10-19
Fulcrum Wealth Advisors, LLC
INCREASED28,30824,824+3,484+14%$474.6K$559.6K+$85.0K2026-10-16
Axxcess Wealth Management, LLC
DECREASED28,230134,661-106,431-79%$2.6M$558.1K-$2.0M2026-10-21
Summit Financial Wealth Advisors, LLC
INCREASED28,18128,087+94+0%$537.0K$557.1K+$20.1K2026-10-15
Doliver Advisors, LP
DECREASED28,12629,217-1,091-4%$558.6K$556.1K-$2.6K2026-10-01
Plan Group Financial, LLC
DECREASED27,94032,012-4,072-13%$612.1K$546.2K-$65.8K2026-10-22
Covenant Asset Management, LLC
UNCHANGED27,88827,88800%$533.2K$551.3K+$18.1K2026-10-14
First Trust Capital Management L.P.
INCREASED27,82912,346+15,483+125%$236.1K$550.2K+$314.1K2026-11-06
EverSource Wealth Advisors, LLC
DECREASED27,73051,741-24,011-46%$989.3K$548.2K-$441.1K2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED27,65524,402+3,253+13%$466.6K$546.8K+$80.2K2026-10-14
LongView Wealth Management
INCREASED27,54327,528+15+0%$526.3K$544.5K+$18.2K2026-10-19
Fiduciary Financial Group, LLC
INCREASED27,49027,194+296+1%$520.0K$543.5K+$23.5K2026-10-13
TopTier Wealth Management, LLC
INCREASED27,48827,292+196+1%$521.8K$543.4K+$21.6K2026-10-16
Fermata Advisors, LLC
INCREASED27,45126,101+1,350+5%$499.1K$542.7K+$43.6K2026-10-13
Provident Investment Management, Inc.
UNCHANGED27,39127,39100%$523.7K$541.5K+$17.8K2026-10-23
Shrier Wealth Management, LLC
UNCHANGED27,13927,13900%$518.9K$536.5K+$17.6K2026-10-20
AlphaStar Capital Management, LLC
INCREASED27,04725,893+1,154+4%$495.1K$534.7K+$39.6K2026-10-16
Whitener Capital Management, Inc.
DECREASED27,02527,425-400-1%$524.4K$534.3K+$9.9K2026-10-15
Flynn Zito Capital Management, LLC
INCREASED26,89826,604+294+1%$508.7K$531.8K+$23.1K2026-11-04
Blueprint Investment Partners LLC
DECREASED26,87530,709-3,834-12%$587.2K$531.3K-$55.8K2026-10-28
Fulton Bank, N.A.
UNCHANGED26,71926,71900%$510.9K$528.2K+$17.4K2026-10-14
AM Investment Strategies LLC
INCREASED26,59824,340+2,258+9%$465$526.0K+$525.5K2026-11-05
Blueprint Financial Advisors LLC
DECREASED26,58830,709-4,121-13%$587.2K$525.6K-$61.5K2026-10-28
Compass Financial Management LLC
INCREASED26,57519,488+7,087+36%$395.1K$525.4K+$130.3K2026-10-30
Magnus Financial Group LLC
DECREASED26,52126,930-409-2%$514.9K$524.3K+$9.4K2026-10-21
Sweeney & Michel, LLC
INCREASED26,43425,870+564+2%$520.8K$522.6K+$1.8K2026-10-16
Tritonpoint Wealth, LLC
UNCHANGED26,22926,22900%$501.5K$518.5K+$17.0K2026-10-19
Verus Capital Partners, LLC
DECREASED25,92126,186-265-1%$500.7K$512.5K+$11.8K2026-11-03
Cookson Peirce & Co Inc
UNCHANGED25,65325,65300%$490.5K$507.2K+$16.7K2026-10-30
Diligent Investors, LLC
DECREASED25,60529,361-3,756-13%$561.4K$506.2K-$55.2K2026-10-21
Financial Partners Group, Inc
INCREASED25,60425,224+380+2%$482.3K$506.2K+$23.9K2026-10-19
Ballast Rock Private Wealth LLC
INCREASED25,58425,583+10%$489.2K$505.8K+$16.6K2026-10-26
Compound Planning, Inc.
DECREASED25,52925,565-360%$488.8K$504.7K+$15.9K2026-11-05
Aldebaran Financial Inc.
UNCHANGED25,24525,24500%$482.7K$499.1K+$16.4K2026-11-06
Ulland Investment Advisors, LLC
UNCHANGED25,00025,00000%$478$494.0K+$493.5K2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED24,94926,007-1,058-4%$497.2K$493.2K-$4.0K2026-10-21
Smithbridge Asset Management Inc
UNCHANGED24,89624,89600%$476.0K$492.2K+$16.2K2026-10-19
Hartford Financial Management Inc.
UNCHANGED24,80524,80500%$474.3K$490.4K+$16.1K2026-10-21
CapWealth Advisors, LLC
UNCHANGED24,72024,72000%$472.6K$488.7K+$16.1K2026-10-05
Foguth Wealth Management, Llc.
INCREASED24,56824,423+145+1%$495.3K$497.7K+$2.4K2026-10-19
Amplius Wealth Advisors, LLC
INCREASED24,30323,886+417+2%$456.7K$480.5K+$23.8K2026-10-20
Uniting Wealth Partners, LLC
INCREASED24,27123,903+368+2%$457.0K$479.8K+$22.8K2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED24,14425,654-1,510-6%$490.5K$477.3K-$13.2K2026-10-16
Thrive Wealth Management, LLC
INCREASED24,09624,095+10%$460.7K$476.4K+$15.7K2026-10-13
Canton Hathaway, LLC
UNCHANGED24,00024,00000%$458.9K$474.5K+$15.6K2026-10-23
Gruss & Co., LLC
UNCHANGED24,00024,00000%$458.9K$474.5K+$15.6K2026-11-02
Ascentis Independent Advisors
NEW23,850—+23,850——$471.5K—2026-11-03
First National Trust Co
DECREASED23,84324,371-528-2%$466.0K$471.4K+$5.4K2026-10-28
Anchyra Partners LLC
NEW23,840—+23,840——$471.3K—2026-10-13
Tiller Private Wealth, Inc.
INCREASED23,80223,791+11+0%$454.9K$470.6K+$15.7K2026-10-26
Chesley Taft & Associates LLC
UNCHANGED23,78623,78600%$454.8K$470.2K+$15.5K2026-10-13
Parkway Wealth Management Group, LLC
INCREASED23,60520,651+2,954+14%$394.8K$466.7K+$71.8K2026-10-20
Meadowbrook Wealth Management, LLC
UNCHANGED23,50023,50000%$447.7K$464.6K+$16.9K2026-10-08
Tcfg Investment Advisors, LLC
DECREASED23,09727,077-3,980-15%$517.7K$456.6K-$61.1K2026-10-20
Madden Securities Corp
INCREASED23,02523,013+12+0%$440.0K$455.2K+$15.2K2026-10-27
WP Advisors, LLC
INCREASED22,87022,543+327+1%$431.0K$452.1K+$21.1K2026-10-22
Certuity, LLC
UNCHANGED22,82522,82500%$436.4K$451.3K+$14.8K2026-11-02
Farmers & Merchants Investments Inc
INCREASED22,54621,546+1,000+5%$412.0K$445.7K+$33.8K2026-10-22
SLT Holdings LLC
NEW22,500—+22,500——$444.8K—2026-10-15
ACT Wealth Management, LLC
UNCHANGED22,50022,50000%$430.2K$444.8K+$14.6K2026-10-09
Central Trust Co
UNCHANGED22,20422,20400%$424.5K$439.0K+$14.4K2026-11-05
Belfer Management LLC
UNCHANGED22,15522,15500%$423.6K$438.0K+$14.4K2026-11-05
Nicholas Hoffman & Company, Llc.
INCREASED22,12321,920+203+1%$419.1K$437.4K+$18.3K2026-10-30
Sage Capital Management, LLC
UNCHANGED22,09122,09100%$422.4K$436.8K+$14.4K2026-10-20
Artesa Financial Group, LLC
DECREASED22,01323,374-1,361-6%$446.9K$435.2K-$11.7K2026-10-29
Cadent Capital Advisors, LLC
INCREASED21,69821,515+183+1%$411.4K$429.0K+$17.6K2026-10-09
Tranquility Partners, LLC
INCREASED21,56521,246+319+2%$406.2K$426.3K+$20.1K2026-10-20
C2c Wealth Management, LLC
UNCHANGED21,49321,49300%$410.9K$424.9K+$14.0K2026-10-20
Granite Group Advisors, LLC
INCREASED21,41121,388+23+0%$408.9K$423.3K+$14.4K2026-10-14
TT Capital Management LLC
DECREASED21,40026,900-5,500-20%$514.3K$423.1K-$91.3K2026-10-15
Fifth Third Wealth Advisors LLC
DECREASED21,37726,071-4,694-18%$498.5K$422.6K-$75.8K2026-10-22
United Advisor Group, LLC
INCREASED21,36319,863+1,500+8%$379.8K$422.3K+$42.6K2026-11-03
Mindset Wealth Management, LLC
UNCHANGED21,04021,04000%$402.3K$416.0K+$13.7K2026-10-19
M.E. Allison & Co., Inc.
DECREASED21,03525,535-4,500-18%$488.2K$415.9K-$72.4K2026-10-09
Edgemoor Investment Advisors, Inc.
INCREASED20,79520,788+7+0%$397.5K$411.1K+$13.6K2026-11-03
Enzi Wealth
NEW20,785—+20,785——$425.7K—2026-10-14
E&G Advisors, LLC
UNCHANGED20,71220,71200%$396.0K$409.5K+$13.5K2026-10-13
M Holdings Securities, Inc.
NEW20,684—+20,684——$420—2026-11-03
Wesbanco Bank Inc
DECREASED20,657113,109-92,452-82%$2.2M$408.4K-$1.8M2026-11-04
SeaCrest Wealth Management, LLC
DECREASED20,56022,804-2,244-10%$436.0K$406.5K-$29.5K2026-10-21
Tepp RIA, LLC
UNCHANGED20,53520,53500%$392.6K$406.0K+$13.3K2026-10-14
Eastern Bank
UNCHANGED20,44020,44000%$390.8K$404.1K+$13.3K2026-10-05
JBR Co Financial Management Inc
UNCHANGED20,39120,39100%$389.9K$388.4K-$1.4K2026-10-13
AGF Management LTD
UNCHANGED20,17620,17600%$385.8K$398.9K+$13.1K2026-11-03
Simplicity Wealth,LLC
DECREASED20,14022,882-2,742-12%$437.5K$398.2K-$39.3K2026-10-23
Shepherd Financial Partners LLC
INCREASED20,09819,910+188+1%$380.7K$397.3K+$16.7K2026-11-03
Weil Company, Inc.
INCREASED20,00419,983+21+0%$382.1K$395.5K+$13.4K2026-10-14
Kennedy Investment Group, Inc.
DECREASED19,94520,043-980%$383.2K$394.3K+$11.1K2026-10-21
Purus Wealth Management, LLC
INCREASED19,53118,500+1,031+6%$353.7K$386.1K+$32.4K2026-10-15
Purkiss Capital Advisors LLC
INCREASED19,45619,304+152+1%$369.1K$384.6K+$15.5K2026-11-06
Advisory Solutions Group, LLC
NEW19,228—+19,228——$380.1K—2026-10-14
Westover Capital Advisors, LLC
UNCHANGED19,20019,20000%$367.1K$379.6K+$12.5K2026-10-26
Uptick Partners, LLC
INCREASED19,05218,035+1,017+6%$344.8K$376.6K+$31.8K2026-11-04
Mattern Capital Management, LLC
UNCHANGED19,00319,00300%$363.3K$375.7K+$12.4K2026-11-02
Sapient Capital LLC
INCREASED18,86415,864+3,000+19%$303.3K$372.9K+$69.6K2026-10-08
Trueblood Wealth Management, LLC
UNCHANGED18,84618,84600%$360.3K$372.6K+$12.2K2026-10-23
Southern Financial Group, LLC
DECREASED18,80320,243-1,440-7%$387.1K$371.7K-$15.3K2026-10-30
Koshinski Asset Management, Inc.
DECREASED18,79619,623-827-4%$375.2K$371.6K-$3.6K2026-10-29
Carnegie Investment Counsel
DECREASED18,77522,340-3,565-16%$427.1K$371.2K-$56.0K2026-10-20
Register Financial Advisors LLC
INCREASED18,75818,735+23+0%$358.2K$370.8K+$12.6K2026-10-23
Salvus Wealth Management, LLC
INCREASED18,68018,673+7+0%$357.0K$369.3K+$12.3K2026-10-13
Woodmont Investment Counsel LLC
INCREASED18,55112,104+6,447+53%$231.4K$366.8K+$135.3K2026-10-29
Grey Fox Wealth Advisors, LLC
INCREASED18,53318,422+111+1%$352.2K$366.4K+$14.2K2026-11-03
Bison Wealth, LLC
INCREASED18,50318,251+252+1%$351.3K$377.6K+$26.3K2026-10-13
Arista Wealth Management, LLC
UNCHANGED18,43718,43700%$352.5K$364.5K+$12.0K2026-10-29
Harmony Asset Management LLC
DECREASED18,42718,459-320%$352.9K$364.3K+$11.4K2026-10-20
Opus Capital Group, LLC
UNCHANGED18,39918,39900%$352.0K$364.0K+$12.0K2026-10-30
Creative Financial Designs Inc
INCREASED18,39413,047+5,347+41%$249.5K$363.6K+$114.2K2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED18,33818,330+8+0%$350.5K$362.5K+$12.1K2026-10-27
Fulcrum Asset Management LLP
DECREASED18,22718,664-437-2%$355.7K$362.9K+$7.2K2026-11-04
World Equity Group, Inc.
DECREASED17,97722,696-4,719-21%$434.0K$355.4K-$78.5K2026-10-14
Newman Dignan & Sheerar, Inc.
INCREASED17,84017,584+256+1%$336.2K$352.7K+$16.5K2026-10-21
Csenge Advisory Group
INCREASED17,81517,630+185+1%$337.1K$352.2K+$15.1K2026-11-04
Wealth Dimensions Group, Ltd.
INCREASED17,52817,360+168+1%$331.9K$346.5K+$14.6K2026-11-02
Symmetry Partners, LLC
UNCHANGED17,50017,50000%$334.6K$346.0K+$11.4K2026-10-27
RiverTree Advisors, LLC
UNCHANGED17,50017,50000%$334.6K$346.0K+$11.4K2026-10-13
Searle & Co.
DECREASED17,49920,499-3,000-15%$391.9K$346.0K-$46.0K2026-11-04
Vista Investment Partners LLC
UNCHANGED17,49217,49200%$334.4K$345.8K+$11.4K2026-10-08
Curated Wealth Partners LLC
UNCHANGED17,45017,45000%$333.6K$345.0K+$11.3K2026-10-15
Michels Family Financial, LLC
DECREASED17,35421,935-4,581-21%$419.4K$343.1K-$76.3K2026-11-02
Wealth Quarterback LLC
UNCHANGED17,30717,30700%$330.9K$342.2K+$11.2K2026-10-20
Taylor & Morgan Wealth Management, LLC
INCREASED17,24816,977+271+2%$324.6K$341.0K+$16.4K2026-10-09
One Way Holdings LLC
DECREASED17,08719,394-2,307-12%$370.8K$337.8K-$33.0K2026-10-29
Bedel Financial Consulting, Inc.
INCREASED17,07816,739+339+2%$320.0K$337.6K+$17.6K2026-11-06
Tactive Advisors, LLC
INCREASED17,03113,834+3,197+23%$264.5K$336.7K+$72.2K2026-10-08
Leisure Capital Management
UNCHANGED17,00817,00800%$325.2K$336.2K+$11.1K2026-11-03
Rossby Financial, LCC
INCREASED17,00015,000+2,000+13%$286.8K$336.1K+$49.3K2026-11-05
Thrivent Financial for Lutherans
NEW16,955—+16,955——$341—2026-11-05
Crumly & Associates Inc.
UNCHANGED16,94816,94800%$324.0K$335.1K+$11.0K2026-10-07
Fairvoy Private Wealth, LLC
UNCHANGED16,93516,93500%$323.8K$334.8K+$11.0K2026-10-19
Kingsman Wealth Management, Inc.
DECREASED16,91617,222-306-2%$329.3K$334.4K+$5.1K2026-10-13
Blue Trust, Inc.
INCREASED16,91215,924+988+6%$304.5K$334.4K+$29.9K2026-10-15
Herold Advisors, Inc.
INCREASED16,89315,220+1,673+11%$290.0K$334.0K+$44.0K2026-10-19
HBK Sorce Advisory LLC
INCREASED16,87616,769+107+1%$341.1K$323.9K-$17.2K2026-11-06
Quadcap Wealth Management, LLC
INCREASED16,81216,072+740+5%$307.3K$332.4K+$25.1K2026-11-02
Finer Wealth Management, Inc.
DECREASED16,73818,697-1,959-10%$357.5K$330.9K-$26.6K2026-10-16
Chilton Capital Management LLC
UNCHANGED16,69616,69600%$319.2K$330.1K+$10.9K2026-10-28
Park Avenue Securities LLC
INCREASED16,69313,189+3,504+27%$252.0K$330.0K+$78.0K2026-10-26
Russell Investments Group, Ltd.
INCREASED16,66610,535+6,131+58%$201.4K$329.5K+$128.1K2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED16,41616,41600%$313.9K$324.5K+$10.7K2026-10-13
Professional Financial Advisors, LLC
UNCHANGED16,40116,40100%$313.6K$324.2K+$10.7K2026-10-13
Bank of New Hampshire
DECREASED16,36718,783-2,416-13%$359.1K$323.6K-$35.6K2026-10-06
Granville Capital, Inc.
UNCHANGED16,35316,35300%$312.7K$323.3K+$10.6K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED16,17915,752+427+3%$301.2K$320.0K+$18.8K2026-10-30
Smith Chas P & Associates PA Cpas
NEW16,167—+16,167——$327.5K—2026-10-22
Apollon Financial, LLC
INCREASED16,09516,000+95+1%$305.9K$318.2K+$12.3K2026-10-23
Krilogy Financial LLC
DECREASED16,08817,251-1,163-7%$329.8K$328.4K-$1.5K2026-10-13
Consilium Wealth Advisory, LLC
UNCHANGED16,00016,00000%$305.9K$316.3K+$10.4K2026-10-14
Probity Advisors, Inc.
DECREASED15,89615,978-82-1%$305.5K$314.3K+$8.8K2026-10-23
Mission Wealth Management, LP
DECREASED15,89369,208-53,315-77%$1.3M$314.2K-$1.0M2026-10-15
Harrell Investment Partners, LLC
DECREASED15,87021,928-6,058-28%$419.3K$313.8K-$105.5K2026-10-15
Welch & Forbes LLC
INCREASED15,86914,226+1,643+12%$272.0K$313.7K+$41.7K2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED15,80712,772+3,035+24%$244.2K$312.5K+$68.3K2026-10-29
ARK & TLK Investments, LLC
UNCHANGED15,80515,80500%$302.2K$312.5K+$10.3K2026-10-20
Verity & Verity, LLC
UNCHANGED15,74815,74800%$301.1K$311.3K+$10.2K2026-10-23
Root Financial Partners, LLC
INCREASED15,74115,641+100+1%$299.1K$311.2K+$12.1K2026-10-21
Westbourne Investment Advisors, Inc.
UNCHANGED15,70015,70000%$300.2K$310.4K+$10.2K2026-10-20
Formidable Asset Management, LLC
INCREASED15,65713,157+2,500+19%$253.9K$299.4K+$45.4K2026-11-03
Carret Asset Management, LLC
DECREASED15,64332,625-16,982-52%$623.8K$309.3K-$314.5K2026-11-04
WT Wealth Management
INCREASED15,58813,036+2,552+20%$249.2K$308.2K+$58.9K2026-10-13
Seelaus Asset Management LLC
UNCHANGED15,58015,58000%$297.9K$308.0K+$10.1K2026-10-14
Westwood Wealth Management
UNCHANGED15,54615,54600%$297.2K$307.3K+$10.1K2026-10-29
Regent Peak Wealth Advisors LLC
UNCHANGED15,54015,54000%$297.1K$307.2K+$10.1K2026-10-13
Private Trust Co NA
INCREASED15,52515,325+200+1%$293.0K$306.9K+$13.9K2026-10-20
CFS Investment Advisory Services, LLC
NEW15,411—+15,411——$319.6K—2026-10-19
Helium Advisors LLC
DECREASED15,39115,818-427-3%$302.4K$304.3K+$1.8K2026-10-23
First Premier Bank
UNCHANGED15,28815,28800%$293$297.0K+$296.7K2026-10-13
Modera Wealth Management, LLC
DECREASED15,22319,120-3,897-20%$365.6K$301.0K-$64.6K2026-10-28
SkyOak Wealth, LLC
UNCHANGED15,20615,20600%$290.7K$300.6K+$9.9K2026-10-28
Freedom Day Solutions, LLC
DECREASED15,16923,773-8,604-36%$454.5K$299.9K-$154.7K2026-10-20
Secure Asset Management, LLC
DECREASED15,10115,209-108-1%$290.8K$298.5K+$7.8K2026-10-19
Calamos Wealth Management LLC
UNCHANGED15,06215,06200%$288.0K$297.8K+$9.8K2026-11-02
Patriot Financial Group Insurance Agency, LLC
INCREASED15,02914,232+797+6%$272.1K$297.1K+$25.0K2026-10-14
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED14,99114,99100%$286.6K$296.4K+$9.7K2026-10-16
FAI Advisors, Inc.
UNCHANGED14,96314,96300%$286.1K$295.8K+$9.7K2026-10-27
Annex Advisory Services, LLC
INCREASED14,58914,490+99+1%$277.1K$288.4K+$11.4K2026-10-16
Robertson Stephens Wealth Management, LLC
DECREASED14,42115,171-750-5%$290.1K$285.1K-$5.0K2026-10-16
Core Wealth Partners LLC
UNCHANGED14,38814,38800%$275.1K$284.5K+$9.4K2026-11-02
Verdence Capital Advisors LLC
INCREASED14,29514,287+8+0%$273.2K$282.6K+$9.4K2026-10-26
Attessa Capital LLC
UNCHANGED14,10014,10000%$269.6K$278.8K+$9.2K2026-10-09
Quantum Financial Planning Services, Inc.
INCREASED14,05310,000+4,053+41%$191.2K$277.8K+$86.6K2026-10-14
Sound Income Strategies, LLC
DECREASED14,04014,485-445-3%$276.9K$289.5K+$12.6K2026-10-09
Wedmont Private Capital
DECREASED14,03414,142-108-1%$278.0K$289.4K+$11.3K2026-10-09
RMR Wealth Builders
INCREASED14,01112,904+1,107+9%$246.7K$277.0K+$30.3K2026-10-22
Busey Bank
NEW14,006—+14,006——$276.9K—2026-10-26
Castleview Partners, LLC
DECREASED13,90714,181-274-2%$271.2K$275.0K+$3.8K2026-10-09
Walker Asset Management, LLC
INCREASED13,87613,659+217+2%$261.2K$274.3K+$13.2K2026-10-13
Euro Pacific Asset Management, LLC
UNCHANGED13,86513,86500%$279$274.1K+$273.8K2026-11-03
Atria Investments, Inc
INCREASED13,82211,439+2,383+21%$218.7K$273.3K+$54.6K2026-10-15
American National Bank & Trust
UNCHANGED13,77613,77600%$263.4K$272.4K+$9.0K2026-10-07
Clifford Swan Investment Counsel LLC
UNCHANGED13,72013,72000%$262.3K$271.2K+$8.9K2026-11-05
NTV Asset Management LLC
NEW13,681—+13,681——$270.5K—2026-10-23
Oarsman Capital, Inc.
NEW13,609—+13,609——$269.0K—2026-11-05
Asset Advisory Group, Inc.
UNCHANGED13,55813,55800%$259.2K$268.0K+$8.8K2026-10-20
KG Capital Management
DECREASED13,55014,050-500-4%$268.6K$267.9K-$7522026-10-15
Aerodigm Wealth, LLC
INCREASED13,50813,297+211+2%$254.2K$267.1K+$12.8K2026-10-16
Woodward Diversified Capital, LLC
DECREASED13,45013,514-640%$258.4K$265.9K+$7.5K2026-10-21
Guyasuta Investment Advisors Inc
INCREASED13,45013,390+60+0%$256.0K$265.9K+$9.9K2026-10-15
Wolff Financial Management LLC
INCREASED13,27813,258+20+0%$253.5K$262.5K+$9.0K2026-10-23
JIM Saulnier & Associates, LLC
INCREASED13,10212,896+206+2%$246.6K$259.0K+$12.4K2026-11-04
Counterpoint Mutual Funds LLC
NEW13,071—+13,071——$258.4K—2026-10-16
Neville Rodie & Shaw Inc
DECREASED13,04515,175-2,130-14%$290$258-$322026-10-05
CX Institutional
INCREASED13,0156,712+6,303+94%$128$257+$1292026-10-02
Pettinga Financial Advisors LLC
UNCHANGED13,00513,00500%$248.7K$257.1K+$8.5K2026-10-13
Successful Portfolios LLC
DECREASED12,97013,166-196-1%$259.4K$268.7K+$9.3K2026-10-09
Hilton Head Capital Partners, LLC
DECREASED12,96113,261-300-2%$253.6K$256.2K+$2.7K2026-10-23
Shelter Rock Management, LLC
NEW12,775—+12,775——$137.5K—2026-10-09
Arrow Investment Advisors, LLC
INCREASED12,76610,866+1,900+17%$207.8K$252.4K+$44.6K2026-11-02
SteelPeak Wealth, LLC
DECREASED12,73615,519-2,783-18%$296.7K$251.8K-$44.9K2026-10-16
Next Level Private LLC
NEW12,733—+12,733——$251.7K—2026-10-20
Gryphon Financial Partners LLC
INCREASED12,67712,577+100+1%$240.5K$250.6K+$10.2K2026-11-04
UMB Bank, n.a.
UNCHANGED12,55512,55500%$240.1K$248.2K+$8.2K2026-11-06
EagleClaw Capital Managment, LLC
INCREASED12,50011,500+1,000+9%$219.9K$247.1K+$27.2K2026-11-06
Tompkins Financial Corp
UNCHANGED12,50012,50000%$239.0K$247.1K+$8.1K2026-10-05
Next Level Wealth Planning, LLC
DECREASED12,42212,423-10%$237.5K$245.6K+$8.1K2026-10-29
Bell Bank
NEW12,421—+12,421——$245.6K—2026-10-21
Ashton Thomas Securities, LLC
UNCHANGED12,40012,40000%$237.1K$245.1K+$8.1K2026-10-26
Centurion Wealth Management LLC
UNCHANGED12,39712,39700%$237.0K$245.1K+$8.1K2026-10-13
Barrett & Company, Inc.
INCREASED12,37111,171+1,200+11%$213.6K$244.6K+$31.0K2026-10-22
First Heartland Consultants, Inc.
INCREASED12,35710,071+2,286+23%$192.6K$244.3K+$51.7K2026-10-08
King Luther Capital Management Corp
UNCHANGED12,34712,34700%$236.1K$244.1K+$8.0K2026-11-05
Cullinan Associates Inc
UNCHANGED12,30012,30000%$235.2K$243.2K+$8.0K2026-11-03
Smith Salley Wealth Management
NEW12,256—+12,256——$242.3K—2026-11-03
Lewis Asset Management, LLC
INCREASED12,23412,021+213+2%$229.8K$241.9K+$12.0K2026-10-14
PW Nova Financial Services LLC
DECREASED12,21513,214-999-8%$252.6K$241.5K-$11.2K2026-10-15
Rydar Equities, Inc.
DECREASED12,18913,488-1,299-10%$274.2K$249.6K-$24.6K2026-10-13
Markowski Investments
INCREASED12,1159,295+2,820+30%$177.7K$239.5K+$61.8K2026-10-30
Bryn Mawr Trust Advisors, LLC
NEW12,065—+12,065——$238.5K—2026-11-04
WealthCare Investment Partners, LLC
INCREASED12,00911,821+188+2%$226.0K$237.4K+$11.4K2026-11-05
Hall Laurie J Trustee
UNCHANGED12,00412,00400%$229.5K$237.3K+$7.8K2026-10-06
TritonPoint Partners, LLC
DECREASED12,00026,229-14,229-54%$501.5K$237.2K-$264.3K2026-11-05
SYM Financial Corp
INCREASED11,90611,873+33+0%$227.0K$235.4K+$8.4K2026-10-26
Hardin Capital Partners, LLC
UNCHANGED11,86011,86000%$227.1K$234.5K+$7.4K2026-10-09
Wealth Effects LLC
DECREASED11,81413,814-2,000-14%$264.1K$233.6K-$30.6K2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED11,79611,79600%$225.5K$233.2K+$7.7K2026-10-22
CMG Global Holdings, LLC
NEW11,746—+11,746——$232.2K—2026-10-14
Ellis Investment Partners, LLC
DECREASED11,63012,020-390-3%$229.8K$229.9K+$942026-10-21
Community Trust & Investment Co
UNCHANGED11,52011,52000%$220.3K$227.8K+$7.5K2026-10-15
Veery Capital, LLC
UNCHANGED11,50011,50000%$219.9K$227.4K+$7.5K2026-10-07
Atlas Private Wealth Advisors
INCREASED11,49011,466+24+0%$219.2K$227.1K+$7.9K2026-10-23
Clearstead Advisors, LLC
INCREASED11,48511,481+4+0%$219.5K$227.1K+$7.5K2026-11-06
W.H. Cornerstone Investments Inc.
UNCHANGED11,39211,39200%$217.8K$225.2K+$7.4K2026-11-03
Promethium Advisors,llc
NEW11,268—+11,268——$222.8K—2026-10-19
Valley National Advisers Inc
DECREASED11,25711,527-270-2%$220.4K$222.6K+$2.2K2026-10-23
Stokes Capital Advisors, LLC
UNCHANGED11,17011,17000%$213.6K$220.8K+$7.3K2026-10-09
Forbes Financial Planning, Inc.
INCREASED11,10010,700+400+4%$204.6K$219.4K+$14.9K2026-10-23
Avior Wealth Management, LLC
DECREASED11,02267,911-56,889-84%$1.3M$217.9K-$1.1M2026-10-13
Primoris Wealth Advisors, LLC
DECREASED11,00015,000-4,000-27%$286.8K$217.5K-$69.3K2026-10-28
Stonebridge Financial Group, LLC
UNCHANGED11,00011,00000%$210.3K$217.5K+$7.2K2026-10-01
Relyea Zuckerberg Hanson LLC
UNCHANGED11,00011,00000%$210.3K$217.5K+$7.2K2026-10-20
AMI Investment Management Inc
UNCHANGED10,99710,99700%$210.3K$217.4K+$7.1K2026-10-27
First Interstate Bank
UNCHANGED10,88710,88700%$208.2K$215.2K+$7.1K2026-10-23
Advisortrust Partners, LLC
NEW10,885—+10,885——$215.2K—2026-11-02
Guided Capital Wealth Management, LLC
NEW10,868—+10,868——$214.9K—2026-10-21
Worth Asset Management, LLC
INCREASED10,81010,554+256+2%$201.8K$213.7K+$11.9K2026-10-07
IronBridge Private Wealth, LLC
INCREASED10,75610,729+27+0%$205.1K$212.6K+$7.5K2026-11-03
Northcape Wealth Management, LLC
DECREASED10,75012,400-1,650-13%$237.1K$212.5K-$24.6K2026-11-04
Philadelphia Trust Co
UNCHANGED10,75010,75000%$206.0K$213.0K+$7.0K2026-11-05
McCarthy Asset Management, Inc.
INCREASED10,69910,673+26+0%$204.1K$211.5K+$7.4K2026-10-20
Retirement Planning Group, LLC
DECREASED10,69013,076-2,386-18%$250.0K$211.3K-$38.7K2026-10-19
Summit Asset Management, LLC
NEW10,628—+10,628——$210.1K—2026-11-05
Index Fund Advisors, Inc.
INCREASED10,62810,462+166+2%$200.0K$210.1K+$10.1K2026-11-05
Prosperity Financial Group, Inc.
UNCHANGED10,55010,55000%$201.7K$208.6K+$6.9K2026-10-29
Ryan Investment Management, Inc.
UNCHANGED10,46810,46800%$200.1K$207.0K+$6.8K2026-10-20
Trek Financial, LLC
DECREASED10,45717,789-7,332-41%$340.1K$206.7K-$133.4K2026-10-29
Stone Wealth Partners
NEW10,451—+10,451——$207.3K—2026-11-05
Buska Wealth Management, LLC
DECREASED10,40110,404-30%$198.9K$205.6K+$6.7K2026-10-08
WBH Advisory Inc
UNCHANGED10,39710,39700%$198.8K$205.6K+$6.8K2026-11-05
Stackstone Wealth, LLC
NEW10,384—+10,384——$205.3K—2026-10-19
Lyell Wealth Management, LP
UNCHANGED10,35010,35000%$197.9K$204.6K+$6.7K2026-10-30
Squire Investment Management Company, LLC
INCREASED10,27210,111+161+2%$193.3K$203.1K+$9.8K2026-11-03
Advisor Resource Council
DECREASED10,18413,295-3,111-23%$255.9K$210.6K-$45.3K2026-11-05
Stevens Capital Partners
INCREASED10,17510,000+175+2%$191.2K$201.2K+$10.0K2026-10-29
First Bancorp, Inc
UNCHANGED10,13810,13800%$193.8K$200.4K+$6.6K2026-10-26
Stillwater Wealth Management Group
DECREASED10,10013,500-3,400-25%$258.1K$199.7K-$58.4K2026-10-21
Centennial Wealth Advisory LLC
NEW10,095—+10,095——$199.6K—2026-10-16
Altus Wealth Group LLC
UNCHANGED10,01010,01000%$191.4K$197.9K+$6.5K2026-10-20
Thompson Davis & Co., Inc.
UNCHANGED10,00010,00000%$191.2K$197.7K+$6.5K2026-11-05
Clear Point Advisors Inc.
UNCHANGED10,00010,00000%$191.2K$197.7K+$6.5K2026-10-30
DWR Wealth Management, LLC
UNCHANGED10,00010,00000%$190.6K$199.1K+$8.5K2026-10-13
Mather Group, Llc.
INCREASED9,3618,961+400+4%$171.3K$185.1K+$13.7K2026-10-14
Fairman Group, LLC
UNCHANGED9,1509,15000%$174.9K$180.9K+$5.9K2026-10-26
American Capital Advisory, LLC
INCREASED8,7058,702+3+0%$166.4K$172.1K+$5.7K2026-10-28
IAG Wealth Partners, LLC
INCREASED8,5368,404+132+2%$160.7K$168.8K+$8.1K2026-11-06
Toth Financial Advisory Corp
UNCHANGED8,4758,47500%$162.0K$167.6K+$5.5K2026-10-08
Nemes Rush Group LLC
UNCHANGED8,0888,08800%$154.6K$159.9K+$5.3K2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED8,0085,344+2,664+50%$102.2K$158.3K+$56.1K2026-10-07
Kings Path Partners LLC
UNCHANGED8,0008,00000%$153.0K$158.2K+$5.2K2026-10-21
Frankly Finances, LLC
UNCHANGED7,8507,85000%$150.1K$155.2K+$5.1K2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED7,4677,46700%$142.8K$147.6K+$4.9K2026-10-27
City Holding Co
DECREASED7,02510,000-2,975-30%$191.1K$138.9K-$52.2K2026-10-19
Security National Bank
UNCHANGED6,9966,99600%$133.8K$138.3K+$4.5K2026-10-26
SJS Investment Consulting Inc.
UNCHANGED6,9836,98300%$133.5K$138.1K+$4.5K2026-10-26
Adirondack Trust Co
UNCHANGED6,9486,94800%$132.8K$137.4K+$4.6K2026-10-14
Key FInancial Inc
DECREASED6,8957,352-457-6%$140.6K$136.3K-$4.3K2026-11-02
Oakworth Capital, Inc.
UNCHANGED6,6336,63300%$126.4K$131.1K+$4.8K2026-10-26
Tounjian Advisory Partners, LLC
INCREASED6,4806,378+102+2%$122.0K$128.1K+$6.2K2026-11-04
Concord Wealth Partners
INCREASED6,4166,316+100+2%$120.8K$126.9K+$6.1K2026-11-02
S.A. Mason LLC
UNCHANGED6,1816,18100%$118.2K$122.2K+$4.0K2026-10-13
Hilltop National Bank
UNCHANGED5,5845,58400%$106.8K$110.4K+$3.6K2026-10-14
Compass Wealth Management LLC
NEW5,500—+5,500——$108.7K—2026-10-22
Hara Capital LLC
UNCHANGED5,4955,49500%$105.1K$108.6K+$3.6K2026-10-30
Citizens National Bank Trust Department
UNCHANGED5,4805,48000%$104.8K$108.3K+$3.6K2026-11-04
Arlington Trust Co LLC
UNCHANGED5,4355,43500%$103.9K$107.5K+$3.5K2026-10-20
Mechanics Financial Corp
UNCHANGED5,0005,00000%$95.6K$98.9K+$3.3K2026-11-05
Catherine Avery Investment Management LLC
UNCHANGED5,0005,00000%$95.6K$98.9K+$3.3K2026-10-14
Atwood & Palmer Inc
UNCHANGED4,8224,82200%$92.2K$95.3K+$3.1K2026-10-08
Capital Advisors, Ltd. LLC
INCREASED4,6994,626+73+2%$88$93.0K+$92.9K2026-10-27
Wolff Wiese Magana LLC
UNCHANGED4,3184,31800%$82.6K$85.4K+$2.8K2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED4,1707,829-3,659-47%$149.7K$82.4K-$67.2K2026-11-04
Godsey & Gibb, Inc
UNCHANGED4,0534,05300%$77.5K$80.1K+$2.6K2026-10-14
Planning Strategies Inc.
INCREASED3,9103,880+30+1%$74.2K$77.3K+$3.1K2026-10-02
Essential Partners LLC
UNCHANGED3,7113,71100%$71.0K$73.4K+$2.4K2026-10-14
First Horizon Corp
INCREASED3,6413,530+111+3%$67.5K$72.0K+$4.5K2026-10-26
Armstrong Advisory Group, Inc
INCREASED3,5343,499+35+1%$66.9K$69.9K+$3.0K2026-10-09
Manchester Capital Management LLC
UNCHANGED3,3283,32800%$63.6K$66.9K+$3.3K2026-10-22
Golden State Wealth Management, LLC
INCREASED3,2853,270+15+0%$62.5K$65.0K+$2.4K2026-11-02
Quaker Wealth Management, LLC
INCREASED3,2713,235+36+1%$61.9K$64.7K+$2.8K2026-10-22
Albion Financial Group
INCREASED3,2243,174+50+2%$60.7K$63.7K+$3.1K2026-10-21
Community Bank, N.A.
UNCHANGED3,2003,20000%$61.2K$63.3K+$2.1K2026-11-06
Kozak & Associates, Inc.
INCREASED3,1773,160+17+1%$60.2K$65.8K+$5.6K2026-10-29
Rosenberg Matthew Hamilton
UNCHANGED3,1473,14700%$60.2K$62.2K+$2.0K2026-10-05
GHP Investment Advisors, Inc.
UNCHANGED3,0753,07500%$58.8K$60.8K+$2.0K2026-10-15
10Elms LLP
UNCHANGED3,0603,06000%$58.5K$60.5K+$2.0K2026-11-06
Strategic Advocates LLC
DECREASED3,0005,000-2,000-40%$95.6K$59.3K-$36.3K2026-11-03
Southern Michigan Bank & Trust
UNCHANGED3,0003,00000%$57.4K$59.3K+$2.0K2026-10-19
Grove Bank & Trust
UNCHANGED3,0003,00000%$57.4K$59.3K+$2.0K2026-10-08
GK Wealth Management LLC
NEW2,989—+2,989——$59.1K—2026-10-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,6002,60000%$49.7K$51.4K+$1.7K2026-10-20
Tsfg, LLC
DECREASED2,5663,174-608-19%$61.0K$51.0K-$10.0K2026-10-23
United Community Bank
UNCHANGED2,5382,53800%$48.5K$50.2K+$1.6K2026-10-28
Financial Freedom, LLC
NEW2,416—+2,416——$47.8K—2026-11-06
Cornerstone National Bank & Trust Co
UNCHANGED2,4062,40600%$45.8K$48.4K+$2.5K2026-10-20
SRH Advisors, LLC
UNCHANGED2,3252,32500%$44.5K$46.0K+$1.5K2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED2,2112,21100%$42.3K$43.7K+$1.4K2026-10-15
Lodestone Wealth Management LLC
INCREASED2,1402,106+34+2%$40.3K$42.3K+$2.0K2026-10-14
Hickory Point Bank & Trust
UNCHANGED2,0002,00000%$38.2K$39.5K+$1.3K2026-10-01
Trust Co
UNCHANGED2,0002,00000%$38.2K$39.5K+$1.3K2026-10-09
JFS Wealth Advisors, LLC
UNCHANGED1,9821,98200%$37.9K$39.2K+$1.3K2026-11-03
Cape Investment Advisory, Inc.
INCREASED1,9541,945+9+0%$37.2K$38.6K+$1.4K2026-10-13
Pacific Center for Financial Services
UNCHANGED1,9201,92000%$36.7K$38.0K+$1.2K2026-10-15
Vision Financial Markets LLC
DECREASED1,8841,966-82-4%$37.4K$37.9K+$4422026-10-22
Evermay Wealth Management LLC
DECREASED1,8442,938-1,094-37%$56.2K$36.5K-$19.7K2026-11-05
Peoples Financial Services Corp.
UNCHANGED1,7901,79000%$34.2K$35.4K+$1.2K2026-10-20
Stone House Investment Management, LLC
INCREASED1,6321,523+109+7%$29.1K$32.3K+$3.1K2026-10-23
Gables Capital Management Inc.
UNCHANGED1,6001,60000%$30.6K$31.6K+$1.0K2026-11-04
Asset Dedication, LLC
INCREASED1,5501,420+130+9%$27.2K$30.6K+$3.5K2026-11-03
Sawyer & Company, Inc
UNCHANGED1,5001,50000%$28.7K$29.7K+$9752026-10-21
Boyd Watterson Asset Management LLC
UNCHANGED1,3851,38500%$26.5K$27.4K+$9002026-11-06
Birch Financial Group, LLC
NEW1,326—+1,326——$26.2K—2026-10-27
Mountain Hill Investment Partners Corp.
INCREASED1,3171,316+1+0%$25.2K$26.0K+$8822026-10-23
Comprehensive Financial Planning, Inc.
INCREASED1,2901,271+19+1%$24.3K$25.5K+$1.2K2026-10-27
Acumen Wealth Advisors, LLC
NEW1,250—+1,250——$24.7K—2026-11-05
Advocate Investing Services LLC
UNCHANGED1,2181,21800%$23.3K$24.1K+$7922026-10-26
High Note Wealth, LLC
UNCHANGED1,2001,20000%$22.9K$23.7K+$7802026-10-27
Provenance Wealth Advisors, LLC
INCREASED1,1871,000+187+19%$19.1K$23.5K+$4.3K2026-10-30
Evolution Wealth Management Inc.
DECREASED1,1791,204-25-2%$23.0K$23.3K+$2832026-10-28
Blueline Advisors LLC
UNCHANGED1,1631,16300%$22.2K$23.0K+$7562026-10-15
Princeton Global Asset Management LLC
UNCHANGED1,1001,10000%$21.0K$21.7K+$7152026-10-21
City State Bank
UNCHANGED1,0001,00000%$19.1K$19.8K+$6502026-10-20
Financial Network Wealth Advisors LLC
INCREASED910906+4+0%$17.3K$18.0K+$6612026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED872863+9+1%$16.5K$17.3K+$7492026-10-30
Archer Investment Corp
DECREASED80017,502-16,702-95%$334.6K$15.8K-$318.8K2026-11-05
Vermillion Wealth Management, Inc.
DECREASED7681,677-909-54%$32.1K$15.2K-$16.9K2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED76876800%$14.7K$15.2K+$4992026-10-20
Cedar Mountain Advisors, LLC
INCREASED715704+11+2%$13.5K$14.1K+$6622026-10-15
Laurel Wealth Advisors LLC
NEW700—+700——$13.8K—2026-10-27
Putney Financial Group LLC
NEW652—+652——$12.9K—2026-10-30
New England Capital Financial Advisors LLC
DECREASED622713-91-13%$13.6K$12.3K-$1.3K2026-11-03
Independence Bank of Kentucky
UNCHANGED60060000%$11.5K$11.9K+$3902026-10-26
Signature Equity Partners, LLC
INCREASED562500+62+12%$9.6K$11.1K+$1.6K2026-10-29
Main Street Group, LTD
UNCHANGED54754700%$10.5K$10.8K+$3562026-10-28
Gamma Investing LLC
DECREASED543769-226-29%$14.7K$10.7K-$4.0K2026-10-08
Vima LLC
UNCHANGED51251200%$9.8K$10.1K+$3332026-10-23
CrossGen Wealth, LLC
UNCHANGED50050000%$9.6K$9.9K+$3252026-10-30
PFS Partners, LLC
UNCHANGED50050000%$9.6K$9.9K+$3252026-10-21
Centerpoint Advisors, LLC
UNCHANGED40940900%$8$8$02026-11-05
Key Capital Management, Inc
NEW400—+400——$7.9K—2026-11-03
DeDora Capital, Inc.
NEW392—+392——$7.7K—2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED387646-259-40%$12.3K$7.7K-$4.7K2026-10-13
Versant Capital Management, Inc
INCREASED373371+2+1%$7.1K$7.4K+$2872026-10-02
UMB Private Wealth Management, LLC
NEW362—+362——$7.2K—2026-10-19
Signature Resources Capital Management, LLC
UNCHANGED33033000%$6.3K$6.5K+$2142026-10-16
Costello Asset Management, Inc
INCREASED326294+32+11%$5.6K$6.4K+$8242026-10-30
Dhjj Financial Advisors, Ltd.
INCREASED322317+5+2%$6.1K$6.4K+$3062026-10-23
Hughes Financial Services, LLC
INCREASED26019+241+1268%$356$5.4K+$5.1K2026-10-30
Caldwell Trust Co
UNCHANGED25025000%$4.8K$4.9K+$1632026-10-30
MH & Associates Securities Management Corp
UNCHANGED20320300%$3.9K$4.0K+$1322026-10-30
RMG Wealth Management LLC
UNCHANGED20220200%$4.2K$4.1K-$1692026-10-26
CKW Financial Group
UNCHANGED20020000%$4$4$02026-10-29
Covestor Ltd
DECREASED181205-24-12%$4$4$02026-10-30
Financial Consulate, Inc
UNCHANGED18018000%$3.4K$3.6K+$1172026-10-23
1620 Investment Advisors, Inc.
UNCHANGED16316300%$3.1K$3.2K+$1062026-11-04
Kingdom Financial Group Llc.
INCREASED125123+2+2%$2.4K$2.5K+$1192026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED12012000%$2$2$02026-11-04
Moisand Fitzgerald Tamayo, LLC
UNCHANGED11611600%$2.2K$2.3K+$762026-10-15
West Paces Advisors Inc.
UNCHANGED898900%$1.7K$1.8K+$582026-10-13
Nvwm, LLC
INCREASED8281+1+1%$1.6K$1.6K+$792026-10-14
Pacifica Partners Inc.
UNCHANGED757500%$1.5K$1.5K+$582026-10-09
Bangor Savings Bank
UNCHANGED707000%$1.3K$1.4K+$462026-10-06
Flagship Wealth Advisors, LLC
UNCHANGED606000%$1.1K$1.2K+$392026-11-03
Abound Wealth Management
UNCHANGED595900%$1.1K$1.2K+$382026-10-26
Mainstream Capital Management LLC
NEW40—+40——$791—2026-10-23
Tradewinds Capital Management, LLC
NEW24—+24——$475—2026-10-23
Advantage Trust Co
UNCHANGED202000%$382$395+$132026-10-19
Triumph Capital Management
DECREASED464-60-94%$1.2K$79-$1.1K2026-10-14
Imc-Chicago, LLC
CLOSED0408,157-408,157-100%$7.8M$0-$7.8M2026-11-05
True North Advisors, LLC
CLOSED0106,116-106,116-100%$2.0M$0-$2.0M2026-10-22
Wellington Shields Capital Management, LLC
CLOSED087,425-87,425-100%$1.7M$0-$1.7M2026-11-03
Highland Capital Management, LLC
CLOSED064,470-64,470-100%$1.2M$0-$1.2M2026-10-26
Autumn Glory Partners, LLC
CLOSED062,541-62,541-100%$1.2M$0-$1.2M2026-10-26
Wellington Shields & Co., LLC
CLOSED043,103-43,103-100%$824.1K$0-$824.1K2026-11-03
Invenio Wealth Partners LLC
CLOSED032,216-32,216-100%$616.0K$0-$616.0K2026-10-20
Sumitomo Mitsui Trust Group, Inc.
CLOSED032,000-32,000-100%$611.8K$0-$611.8K2026-10-29
Johnson Financial Group, LLC
CLOSED024,344-24,344-100%$465.5K$0-$465.5K2026-11-03
Saxon Interests, Inc.
CLOSED023,651-23,651-100%$452.2K$0-$452.2K2026-10-26
Gradient Investments LLC
CLOSED021,866-21,866-100%$418.1K$0-$418.1K2026-10-08
Legacy Financial Strategies, LLC
CLOSED020,391-20,391-100%$389.9K$0-$389.9K2026-10-15
Cypress Capital Group
CLOSED018,604-18,604-100%$355.7K$0-$355.7K2026-11-03
Legacy Financial Group, Inc.
CLOSED017,550-17,550-100%$335.6K$0-$335.6K2026-10-21
Teamwork Financial Advisors, LLC
CLOSED016,460-16,460-100%$314.7K$0-$314.7K2026-10-19
Procyon Advisors, LLC
CLOSED014,176-14,176-100%$271.0K$0-$271.0K2026-10-21
O'Brien Greene & Co. Inc
CLOSED013,771-13,771-100%$263.3K$0-$263.3K2026-11-05
Atlas Brown,Inc.
CLOSED013,291-13,291-100%$254.1K$0-$254.1K2026-10-09
Investment Research Partners LLC
CLOSED010,259-10,259-100%$196.2K$0-$196.2K2026-10-19
True Private Wealth Advisors
CLOSED010,141-10,141-100%$193.9K$0-$193.9K2026-10-19
Partners Wealth Management, LLC
CLOSED010,101-10,101-100%$193.1K$0-$193.1K2026-10-28
MCF Advisors LLC
CLOSED06,699-6,699-100%$128.1K$0-$128.1K2026-10-28
Institute for Wealth Management, Llc.
CLOSED06,124-6,124-100%$117.1K$0-$117.1K2026-11-06
Solstein Capital, LLC
CLOSED05,927-5,927-100%$113.3K$0-$113.3K2026-11-02
Founders Capital Management
CLOSED05,805-5,805-100%$111.0K$0-$111.0K2026-10-13
BankPlus Trust Department
CLOSED05,671-5,671-100%$108.4K$0-$108.4K2026-11-06
Gill Capital Partners, LLC
CLOSED03,600-3,600-100%$68.8K$0-$68.8K2026-10-13
Vestor Capital, LLC
CLOSED02,940-2,940-100%$266$0-$2662026-11-04
Bullseye Investment Management, LLC
CLOSED02,189-2,189-100%$41.9K$0-$41.9K2026-10-29
NBT Bank, N.A.
CLOSED02,000-2,000-100%$38.2K$0-$38.2K2026-10-21
AdvisorNet Financial, Inc
CLOSED01,849-1,849-100%$35.3K$0-$35.3K2026-10-15
Islay Capital Management, LLC
CLOSED01,024-1,024-100%$19.6K$0-$19.6K2026-10-20
WestEnd Advisors, LLC
CLOSED0958-958-100%$18.3K$0-$18.3K2026-10-27
Nvest Wealth Strategies, Inc.
CLOSED0900-900-100%$17.2K$0-$17.2K2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0828-828-100%$15.8K$0-$15.8K2026-10-14
Atlatl Advisers LLC
CLOSED0700-700-100%$13.4K$0-$13.4K2026-10-22
Transce3nd, LLC
CLOSED0486-486-100%$9.6K$0-$9.6K2026-10-26
Carolina Wealth Advisors, LLC
CLOSED0336-336-100%$6.4K$0-$6.4K2026-10-23
LifeSteps Financial, Inc.
CLOSED0200-200-100%$3.8K$0-$3.8K2026-10-15
Pension & Wealth Management Advisors, Inc.
CLOSED0100-100-100%$1.9K$0-$1.9K2026-10-16
Jnba Financial Advisors
CLOSED077-77-100%$1.5K$0-$1.5K2026-11-03
Burk Holdings LLC
CLOSED068-68-100%$1.3K$0-$1.3K2026-11-05
Prairie Wealth Advisors, Inc.
CLOSED000—$306.9K$0-$306.9K2026-10-29
Morgan Stanley
N/A—85,614,431-85,614,431-100%$1.6B———
JPMorgan Chase & Co
N/A—81,080,493-81,080,493-100%$1.5B———
Goldman Sachs Group Inc
N/A—62,819,419-62,819,419-100%$1.2B———
Invesco Ltd.
N/A—54,927,735-54,927,735-100%$1.1B———
Tortoise Capital Advisors, L.L.C.
N/A—37,997,055-37,997,055-100%$726.5M———
Blackstone Inc.
N/A—35,782,842-35,782,842-100%$684.2M———
UBS Group AG
N/A—30,548,239-30,548,239-100%$584.1M———
Bank of America Corp
N/A—28,139,938-28,139,938-100%$538.0M———
Energy Income Partners, LLC
N/A—25,654,536-25,654,536-100%$490.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—24,415,955-24,415,955-100%$466.8M———
Kayne Anderson Capital Advisors LP
N/A—24,166,229-24,166,229-100%$462.1M———
FMR LLC
N/A—21,972,865-21,972,865-100%$420.1M———
Westwood Holdings Group Inc
N/A—16,825,892-16,825,892-100%$321.7M———
Neuberger Berman Group LLC
N/A—16,691,083-16,691,083-100%$319.1M———
CIBC Bancorp USA Inc.
N/A—13,526,220-13,526,220-100%$258.6M———
Cooperman Leon G
N/A—13,320,100-13,320,100-100%$254.7M———
Clearbridge Investments, LLC
N/A—13,308,051-13,308,051-100%$254.4M———
Wells Fargo & Company
N/A—12,910,870-12,910,870-100%$246.9M———
BNP Paribas Financial Markets
N/A—10,348,108-10,348,108-100%$197.9M———
Brookfield Corp
N/A—8,528,558-8,528,558-100%$163.1M———
Raymond James Financial Inc
N/A—8,458,495-8,458,495-100%$161.7M———
Berkley W R Corp
N/A—8,250,000-8,250,000-100%$157.7M———
Mizuho Markets Americas LLC
N/A—6,703,300-6,703,300-100%$128.2M———
Stifel Financial Corp
N/A—6,570,729-6,570,729-100%$125.6M———
Patient Capital Management, LLC
N/A—6,080,678-6,080,678-100%$116.3M———
Recurrent Investment Advisors LLC
N/A—5,935,394-5,935,394-100%$113.5M———
Commerce Bank
N/A—5,025,345-5,025,345-100%$96.1M———
Rockefeller Capital Management L.P.
N/A—4,922,389-4,922,389-100%$94.1M———
Cohen & Steers, Inc.
N/A—4,298,185-4,298,185-100%$82.2M———
Infrastructure Capital Advisors, LLC
N/A—4,163,933-4,163,933-100%$79.6M———
HRT Financial LP
N/A—4,148,030-4,148,030-100%$79.3M———
Royal Bank of Canada
N/A—4,028,190-4,028,190-100%$77.0M———
BlackRock, Inc.
N/A—4,017,925-4,017,925-100%$76.8M———
Long Focus Capital Management, LLC
N/A—3,342,400-3,342,400-100%$63.9M———
Employees Retirement System of Texas
N/A—2,966,911-2,966,911-100%$56.7M———
Allianz Asset Management GmbH
N/A—2,957,838-2,957,838-100%$56.6M———
Osaic Holdings, Inc.
N/A—2,951,302-2,951,302-100%$56.4M———
HighTower Advisors, LLC
N/A—2,753,786-2,753,786-100%$52.7M———
Progeny 3, Inc.
N/A—2,743,907-2,743,907-100%$52.5M———
Susquehanna International Group, LLP
N/A—2,432,085-2,432,085-100%$46.5M———
Philosophy Capital Management LLC
N/A—2,420,488-2,420,488-100%$46.3M———
MAI Capital Management
N/A—2,201,342-2,201,342-100%$42.1M———
Longfellow Investment Management Co LLC
N/A—2,188,737-2,188,737-100%$41.8M———
Nuveen, LLC
N/A—2,186,459-2,186,459-100%$41.8M———
Victory Capital Management Inc
N/A—2,159,697-2,159,697-100%$41.3M———
Beacon Pointe Advisors, LLC
N/A—2,065,797-2,065,797-100%$39.5M———
Cetera Investment Advisers
N/A—2,011,589-2,011,589-100%$38.5M———
Zurich Insurance Group Ltd
N/A—1,990,834-1,990,834-100%$38.1M———
SCS Capital Management LLC
N/A—1,942,908-1,942,908-100%$37.1M———
Callodine Capital Management, LP
N/A—1,875,000-1,875,000-100%$35.9M———
Sanctuary Advisors, LLC
N/A—1,874,897-1,874,897-100%$35.8M———
Jennison Associates LLC
N/A—1,802,685-1,802,685-100%$34.5M———
Mariner, LLC
N/A—1,798,437-1,798,437-100%$34.4M———
Arax Advisory Partners
N/A—1,743,645-1,743,645-100%$33.3M———
Empowered Funds, LLC
N/A—1,669,064-1,669,064-100%$31.9M———
Tidal Investments LLC
N/A—1,611,509-1,611,509-100%$30.8M———
Blackhill Capital Inc
N/A—1,600,000-1,600,000-100%$30.6M———
Appaloosa LP
N/A—1,576,125-1,576,125-100%$30.1M———
Stephens Inc
N/A—1,479,489-1,479,489-100%$28.3M———
Delphi Financial Group, Inc.
N/A—1,421,945-1,421,945-100%$27.2M———
Aptus Capital Advisors, LLC
N/A—1,418,032-1,418,032-100%$27.1M———
Kamunting Street Capital Management, L.P.
N/A—1,404,742-1,404,742-100%$26.9M———
Waverly Advisors, LLC
N/A—1,390,296-1,390,296-100%$26.6M———
Alden Global Capital LLC
N/A—1,370,511-1,370,511-100%$26.2M———
Moneta Group Investment Advisors LLC
N/A—1,352,643-1,352,643-100%$25.9M———
Texas Yale Capital Corp.
N/A—1,318,903-1,318,903-100%$25.2M———
SG Americas Securities, LLC
N/A—1,297,219-1,297,219-100%$24.8M———
Gabelli Funds LLC
N/A—1,280,525-1,280,525-100%$24.5M———
Envestnet Asset Management Inc
N/A—1,244,157-1,244,157-100%$23.8M———
RR Advisors, LLC
N/A—1,235,260-1,235,260-100%$23.6M———
First Trust Advisors LP
N/A—1,233,500-1,233,500-100%$23.6M———
Manning & Napier Advisors LLC
N/A—1,100,000-1,100,000-100%$21.0M———
Empirical Finance, LLC
N/A—1,037,614-1,037,614-100%$19.8M———
Captrust Financial Advisors
N/A—1,011,197-1,011,197-100%$19.3M———
Jones Financial Companies Lllp
N/A—1,009,594-1,009,594-100%$19.4M———
RBF Capital, LLC
N/A—1,000,000-1,000,000-100%$19.1M———
CNA Financial Corp
N/A—1,000,000-1,000,000-100%$19.1M———
Bollard Group LLC
N/A—995,183-995,183-100%$19.0M———
Bowen Hanes & Co Inc
N/A—975,000-975,000-100%$18.8M———
Pathstone Holdings, LLC
N/A—948,805-948,805-100%$18.1M———
McGowan Group Asset Management, Inc.
N/A—936,961-936,961-100%$17.9M———
NewEdge Advisors, LLC
N/A—928,614-928,614-100%$17.8M———
&partners
N/A—912,864-912,864-100%$17.5M———
Lonestar Capital Management LLC
N/A—900,000-900,000-100%$17.2M———
Janney Montgomery Scott LLC
N/A—887,927-887,927-100%$17.0M———
Group One Trading LLC
N/A—840,158-840,158-100%$16.1M———
KCM Capital Inc
N/A—840,000-840,000-100%$16.1M———
Merewether Investment Management, LP
N/A—835,800-835,800-100%$16.0M———
Cresset Asset Management, LLC
N/A—819,840-819,840-100%$15.7M———
Westend Capital Management, LLC
N/A—806,861-806,861-100%$15.4M———
Heronetta Management, L.P.
N/A—799,229-799,229-100%$15.3M———
Texas Capital Bank Wealth Management Services Inc
N/A—785,422-785,422-100%$15.0M———
Private Advisor Group, LLC
N/A—778,256-778,256-100%$14.9M———
Nexpoint Asset Management, L.P.
N/A—773,690-773,690-100%$14.8M———
Deeter Investments LLP
N/A—740,000-740,000-100%$14.1M———
Northern Trust Corp
N/A—734,066-734,066-100%$14.0M———
Summit Financial, LLC
N/A—716,515-716,515-100%$13.7M———
Quantinno Capital Management LP
N/A—699,609-699,609-100%$13.4M———
Glenmede Trust Co NA
N/A—686,712-686,712-100%$13.1M———
Dividend Assets Capital, LLC
N/A—624,024-624,024-100%$11.9M———
NFC Investments, LLC
N/A—614,758-614,758-100%$11.8M———
Militia Capital Management LLC
N/A—600,000-600,000-100%$11.5M———
Nomura Holdings Inc
N/A—597,874-597,874-100%$11.4M———
Oxbow Advisors, LLC
N/A—596,629-596,629-100%$11.4M———
Ameriprise Financial Inc
N/A—595,263-595,263-100%$11.4M———
Focus Partners Wealth
N/A—587,813-587,813-100%$11.2M———
Wexford Capital LP
N/A—582,962-582,962-100%$11.1M———
Ensign Peak Advisors, Inc
N/A—555,230-555,230-100%$10.6M———
Treasurer of the State of North Carolina
N/A—545,081-545,081-100%$10.4M———
Advisors Capital Management, LLC
N/A—544,955-544,955-100%$10.4M———
Brown Advisory Inc
N/A—509,681-509,681-100%$9.7M———
Requisite Capital Management, LLC
N/A—500,433-500,433-100%$9.6M———
Blair William & Co
N/A—487,218-487,218-100%$9.3M———
Advisory Services Network, LLC
N/A—477,302-477,302-100%$9.1M———
Advisors Asset Management, Inc.
N/A—473,303-473,303-100%$9.0M———
American Financial Group Inc
N/A—450,896-450,896-100%$8.6M———
Avenir Corp
N/A—450,367-450,367-100%$8.6M———
Fort Sheridan Advisors LLC
N/A—412,747-412,747-100%$7.9M———
Xcelsior Advisor Partners LLC
N/A—412,459-412,459-100%$7.9M———
Concorde Financial Corp
N/A—410,387-410,387-100%$7.8M———
Horizon Kinetics Asset Management LLC
N/A—404,287-404,287-100%$7.7M———
Mercer Global Advisors Inc
N/A—382,060-382,060-100%$7.3M———
Cumberland Partners Ltd
N/A—380,005-380,005-100%$7.3M———
Cerity Partners LLC
N/A—376,278-376,278-100%$7.2M———
CIBC World Market Inc.
N/A—356,235-356,235-100%$6.8M———
Annandale Capital, LLC
N/A—348,462-348,462-100%$6.7M———
Cutler Capital Management, LLC
N/A—345,960-345,960-100%$6.6M———
Bridges Investment Management Inc
N/A—343,257-343,257-100%$6.6M———
Northwestern Mutual Wealth Management Co
N/A—341,205-341,205-100%$6.5M———
Bluefin Capital Management, LLC
N/A—328,947-328,947-100%$6.3M———
Steward Partners Investment Advisory, LLC
N/A—326,294-326,294-100%$6.2M———
AR Asset Management Inc
N/A—321,520-321,520-100%$6.1M———
Hilltop Holdings Inc.
N/A—320,022-320,022-100%$6.1M———
Van Eck Associates Corp
N/A—317,813-317,813-100%$6.1M———
Ashford Capital Management Inc
N/A—315,163-315,163-100%$6.0M———
Keebeck Wealth Management
N/A—314,060-314,060-100%$6.0M———
SageGuard Financial Group, LLC
N/A—314,021-314,021-100%$6.0M———
AlTi Global, Inc.
N/A—310,454-310,454-100%$5.9M———
Stratos Wealth Partners, Ltd.
N/A—306,873-306,873-100%$5.9M———
M&T Bank Corp
N/A—301,820-301,820-100%$5.8M———
Knollwood Investment Advisory, LLC
N/A—282,726-282,726-100%$5.4M———
PFG Investments, LLC
N/A—263,552-263,552-100%$5.0M———
Hartree Partners, LP
N/A—260,000-260,000-100%$5.0M———
Virtu Financial LLC
N/A—252,789-252,789-100%$4.8M———
Susquehanna Portfolio Strategies, LLC
N/A—239,019-239,019-100%$4.6M———
Castleark Management LLC
N/A—238,240-238,240-100%$4.6M———
PIN OAK Investment Advisors Inc
N/A—235,529-235,529-100%$4.5M———
Capital Analysts, LLC
N/A—235,498-235,498-100%$4.5M———
Equitable Holdings, Inc.
N/A—230,857-230,857-100%$4.4M———
IHT Wealth Management, LLC
N/A—222,904-222,904-100%$4.3M———
Icon Wealth Advisors, LLC
N/A—219,117-219,117-100%$4.2M———
Mutual Advisors, LLC
N/A—218,896-218,896-100%$4.2M———
PSI Advisors, LLC
N/A—218,883-218,883-100%$4.2M———
Independent Advisor Alliance
N/A—212,838-212,838-100%$4.1M———
Northern Right Capital Management, L.P.
N/A—212,512-212,512-100%$4.1M———
Shepherd Kaplan Krochuk, LLC
N/A—203,522-203,522-100%$3.9M———
Lionhunter Capital Management, LLC
N/A—202,512-202,512-100%$3.9M———
JBF Capital, Inc.
N/A—200,000-200,000-100%$3.8M———
Kingsview Wealth Management, LLC
N/A—199,171-199,171-100%$3.8M———
Lavaca Capital LLC
N/A—192,800-192,800-100%$3.7M———
MML Investors Services, LLC
N/A—189,939-189,939-100%$3.6M———
One Charles Private Wealth Services, LLC
N/A—186,850-186,850-100%$3.6M———
NewEdge Wealth, LLC
N/A—186,223-186,223-100%$3.6M———
Goldentree Asset Management LP
N/A—184,793-184,793-100%$3.5M———
Pinnacle Holdings, LLC
N/A—183,752-183,752-100%$3.5M———
Fayez Sarofim & Co
N/A—183,024-183,024-100%$3.5M———
Haverford Trust Co
N/A—180,839-180,839-100%$3.5M———
Franklin Resources Inc
N/A—174,343-174,343-100%$3.3M———
IEQ Capital, LLC
N/A—174,187-174,187-100%$3.3M———
Harbour Investments, Inc.
N/A—172,280-172,280-100%$3.3M———
Segall Bryant & Hamill, LLC
N/A—165,499-165,499-100%$3.2M———
Prospect Financial Services LLC
N/A—163,930-163,930-100%$3.1M———
Empire Financial Management Company, LLC
N/A—163,206-163,206-100%$3.1M———
Cullen Capital Management, LLC
N/A—163,181-163,181-100%$3.1M———
Cannell & Spears LLC
N/A—163,051-163,051-100%$3.1M———
Pingora Partners LLC
N/A—162,094-162,094-100%$3.1M———
Global Retirement Partners, LLC
N/A—161,577-161,577-100%$3.1M———
Great Valley Advisor Group, Inc.
N/A—158,066-158,066-100%$3.0M———
Integrated Wealth Concepts LLC
N/A—157,895-157,895-100%$3.0M———
Cary Street Partners Investment Advisory LLC
N/A—157,220-157,220-100%$3.0M———
Encore Global Management, LP
N/A—154,000-154,000-100%$2.9M———
Cary Street Partners Financial LLC
N/A—150,082-150,082-100%$2.9M———
CVA Family Office, LLC
N/A—148,261-148,261-100%$2.8M———
EP Wealth Advisors, LLC
N/A—139,116-139,116-100%$2.7M———
Kovack Advisors, Inc.
N/A—138,911-138,911-100%$2.7M———
Quent Capital, LLC
N/A—137,122-137,122-100%$2.6M———
Arkadios Wealth Advisors
N/A—133,394-133,394-100%$2.6M———
ACT Capital Management, LLC
N/A—133,100-133,100-100%$2.5M———
Henson-Edgewater Management, LLC
N/A—132,625-132,625-100%$2.8M———
Caprock Group, LLC
N/A—130,780-130,780-100%$2.5M———
Bank of Montreal
N/A—126,775-126,775-100%$2.4M———
River Road Asset Management, LLC
N/A—126,622-126,622-100%$2.4M———
Ardsley Advisory Partners LP
N/A—125,000-125,000-100%$2.4M———
Broderick Brian C
N/A—125,000-125,000-100%$2.4M———
United Capital Financial Advisors, LLC
N/A—124,944-124,944-100%$2.4M———
Silvercrest Asset Management Group LLC
N/A—124,660-124,660-100%$2.4M———
AE Wealth Management LLC
N/A—124,448-124,448-100%$2.4M———
Curi Capital, LLC
N/A—124,271-124,271-100%$2.4M———
SEI Investments Co
N/A—123,419-123,419-100%$2.4M———
DV Trading LLC
N/A—122,800-122,800-100%$2.3M———
Huntington National Bank
N/A—122,667-122,667-100%$2.3M———
Intellus Advisors LLC
N/A—119,184-119,184-100%$2.3M———
Fidelis Capital Partners, LLC
N/A—117,605-117,605-100%$2.2M———
Ingalls & Snyder LLC
N/A—116,873-116,873-100%$2.2M———
Intellectus Partners, LLC
N/A—115,430-115,430-100%$2.2M———
Gladstone Institutional Advisory LLC
N/A—114,168-114,168-100%$2.2M———
Foundations Investment Advisors, LLC
N/A—111,137-111,137-100%$2.1M———
Vestmark Advisory Solutions, Inc.
N/A—110,286-110,286-100%$2.1M———
Resolute Capital, LLC
N/A—107,336-107,336-100%$2.1M———
Summit Trail Advisors, LLC
N/A—103,014-103,014-100%$2.0M———
Mcguire Capital Advisors Inc
N/A—101,963-101,963-100%$1.9M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—100,300-100,300-100%$1.9M———
FourThought Financial Partners, LLC
N/A—100,168-100,168-100%$1.9M———
Atlantic Union Bankshares Corp
N/A—98,024-98,024-100%$1.9M———
IFG Advisory, LLC
N/A—97,724-97,724-100%$1.9M———
Bramshill Investments, LLC
N/A—97,266-97,266-100%$1.9M———
Rollins Financial Advisors, LLC
N/A—97,213-97,213-100%$1.9M———
First Manhattan Co. Llc.
N/A—96,791-96,791-100%$1.9M———
Mountain Lake Investment Management LLC
N/A—96,190-96,190-100%$1.8M———
SCP Investment, LP
N/A—95,400-95,400-100%$1.8M———
Pinnacle Financial Partners, Inc.
N/A—94,510-94,510-100%$1.8M———
Mitchell Mcleod Pugh & Williams Inc
N/A—94,401-94,401-100%$1.8M———
Chelsea Counsel Co
N/A—94,000-94,000-100%$1.8M———
World Investment Advisors
N/A—90,684-90,684-100%$1.7M———
National Philanthropic Trust
N/A—90,293-90,293-100%$1.7M———
Western Wealth Management, LLC
N/A—87,271-87,271-100%$1.7M———
SOA Wealth Advisors, Llc.
N/A—87,219-87,219-100%$116.3K———
Chase Investment Counsel Corp
N/A—86,872-86,872-100%$1.7M———
Capital Advisors Inc
N/A—84,082-84,082-100%$1.6M———
Fortress Private Ledger, LLC
N/A—83,981-83,981-100%$1.6M———
Snowden Capital Advisors LLC
N/A—81,771-81,771-100%$1.6M———
Northstar Advisory Group, LLC
N/A—80,417-80,417-100%$1.5M———
Matters Capital LLC
N/A—80,271-80,271-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—78,368-78,368-100%$1.5M———
F/m Investments LLC
N/A—77,933-77,933-100%$1.5M———
Fiduciary Group, LLC
N/A—76,869-76,869-100%$1.5M———
Canal Capital Management, LLC
N/A—76,391-76,391-100%$1.5M———
Ameritas Advisory Services, LLC
N/A—74,490-74,490-100%$1.4M———
Stokes Family Office, LLC
N/A—73,790-73,790-100%$1.4M———
Cascade Financial Partners, LLC
N/A—72,645-72,645-100%$1.4M———
Acadian Asset Management LLC
N/A—70,422-70,422-100%$1.3M———
Arete Wealth Advisors, LLC
N/A—70,409-70,409-100%$1.3M———
Nicolet Bankshares Inc
N/A—69,027-69,027-100%$1.3M———
Meridian Wealth Advisors, LLC
N/A—68,879-68,879-100%$1.3M———
Brown Brothers Harriman & Co
N/A—68,509-68,509-100%$1.3M———
BFC Planning, Inc.
N/A—68,018-68,018-100%$1.3M———
Hudson Value Partners, LLC
N/A—67,275-67,275-100%$1.3M———
LaSalle St. Investment Advisors, LLC
N/A—65,762-65,762-100%$1.3M———
Monetary Management Group Inc
N/A—64,000-64,000-100%$1.2M———
Fortis Capital Management LLC
N/A—63,234-63,234-100%$1.2M———
Anchor Investment Management, LLC
N/A—63,030-63,030-100%$1.2M———
CreativeOne Wealth, LLC
N/A—62,900-62,900-100%$1.2M———
Greenline Partners, LLC
N/A—62,294-62,294-100%$1.2M———
Guggenheim Capital LLC
N/A—62,269-62,269-100%$1.2M———
Bleakley Financial Group, LLC
N/A—61,455-61,455-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—61,213-61,213-100%$1.2M———
Insigneo Advisory Services, LLC
N/A—59,378-59,378-100%$1.1M———
Nomura Asset Management International Inc.
N/A—57,932-57,932-100%$1.1M———
WCG Wealth Advisors LLC
N/A—57,238-57,238-100%$1.1M———
Emissary Wealth LLC
N/A—54,835-54,835-100%$1.0M———
Wealthspire Advisors, LLC
N/A—53,380-53,380-100%$1.0M———
Talon Private Wealth, LLC
N/A—53,343-53,343-100%$1.0M———
Bridgewater Advisors Inc.
N/A—52,833-52,833-100%$1.1M———
Belpointe Asset Management LLC
N/A—52,782-52,782-100%$1.0M———
HFG Advisors, Inc.
N/A—52,334-52,334-100%$1.0M———
Fund Advisors of America Inc
N/A—52,111-52,111-100%$996.4K———
Chevy Chase Trust Holdings, LLC
N/A—52,041-52,041-100%$995.0K———
Ausdal Financial Partners, Inc.
N/A—51,886-51,886-100%$992.1K———
Benjamin Edwards Inc
N/A—51,659-51,659-100%$987.7K———
Corsicana & Co.
N/A—51,240-51,240-100%$979.7K———
Transcend Capital Advisors, LLC
N/A—50,338-50,338-100%$962.5K———
Freestone Capital Holdings, LLC
N/A—49,708-49,708-100%$950.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—49,427-49,427-100%$945.0K———
Stuart Investment Advisors, Inc.
N/A—47,698-47,698-100%$912.0K———
RWA Wealth Partners, LLC
N/A—47,528-47,528-100%$908.7K———
National Bank of Canada
N/A—46,542-46,542-100%$889.2K———
Schulhoff & Co Inc
N/A—44,625-44,625-100%$853.2K———
Principal Securities, Inc.
N/A—44,483-44,483-100%$850.5K———
one8zero8, LLC
N/A—43,834-43,834-100%$838.1K———
Tocqueville Asset Management L.P.
N/A—43,442-43,442-100%$830.6K———
Mmbg Investment Advisors Co.
N/A—41,905-41,905-100%$801.2K———
Nwam LLC
N/A—41,856-41,856-100%$800.3K———
Marco Investment Management LLC
N/A—41,571-41,571-100%$794.8K———
Bouchey Financial Group, Ltd.
N/A—41,402-41,402-100%$791.6K———
Stonebridge Financial Group, LLC
N/A—41,124-41,124-100%$786.0K———
Centaurus Financial, Inc.
N/A—40,727-40,727-100%$779.0K———
FAS Wealth Partners, Inc.
N/A—40,126-40,126-100%$767.2K———
Samjo Management, LLC
N/A—40,000-40,000-100%$764.8K———
WealthTrust Axiom LLC
N/A—39,784-39,784-100%$760.7K———
Vanguard Personalized Indexing Management, LLC
N/A—39,638-39,638-100%$757.9K———
NorthCoast Asset Management LLC
N/A—39,055-39,055-100%$746.7K———
Pointe Capital Management LLC
N/A—39,008-39,008-100%$745.8K———
Whalerock Point Partners, LLC
N/A—38,000-38,000-100%$726.6K———
Stratos Wealth Advisors, LLC
N/A—37,865-37,865-100%$724.0K———
Magnolia Capital Advisors LLC
N/A—37,202-37,202-100%$711.3K———
Hilltop Wealth Advisors, LLC
N/A—37,180-37,180-100%$710.9K———
Sound View Wealth Advisors Group, LLC
N/A—37,156-37,156-100%$710.4K———
Ancora Advisors LLCA
N/A—36,417-36,417-100%$696.3K———
Essex Financial Services, Inc.
N/A—36,396-36,396-100%$695.9K———
GSA Capital Partners LLP
N/A—36,308-36,308-100%$694.0K———
Strategic Financial Concepts, LLC
N/A—36,119-36,119-100%$690.6K———
Nicholson Meyer Capital Management, Inc.
N/A—35,984-35,984-100%$688.0K———
Mosaic Family Wealth Partners, LLC
N/A—34,556-34,556-100%$660.7K———
HighPoint Advisor Group LLC
N/A—34,506-34,506-100%$659.8K———
Tradition Wealth Management, LLC
N/A—34,161-34,161-100%$653.1K———
Empirical Asset Management, LLC
N/A—34,041-34,041-100%$650.9K———
Bank of Nova Scotia
N/A—33,740-33,740-100%$645.1K———
Sfmg, LLC
N/A—33,596-33,596-100%$642.4K———
Prosperity Consulting Group, LLC
N/A—33,518-33,518-100%$640.9K———
Jaffetilchin Investment Partners, LLC
N/A—33,492-33,492-100%$640.4K———
Johnson Investment Counsel Inc
N/A—33,336-33,336-100%$637.4K———
Lazard Asset Management LLC
N/A—31,984-31,984-100%$611.5K———
Ethos Financial Group, LLC
N/A—31,784-31,784-100%$642.0K———
Southeast Asset Advisors, LLC
N/A—31,735-31,735-100%$606.8K———
Camelot Portfolios, LLC
N/A—31,171-31,171-100%$596.0K———
HM Payson & Co
N/A—31,143-31,143-100%$595.5K———
Traub Capital Management LLC
N/A—30,700-30,700-100%$587.0K———
Hancock Whitney Corp
N/A—30,515-30,515-100%$583.4K———
Second Line Capital, LLC
N/A—30,266-30,266-100%$578.7K———
Aspen Grove Capital, LLC
N/A—30,001-30,001-100%$573.6K———
Black Swift Group, LLC
N/A—30,000-30,000-100%$573.6K———
King Wealth Management Group
N/A—29,736-29,736-100%$569.0K———
O'shaughnessy Asset Management, LLC
N/A—29,253-29,253-100%$559.3K———
First Financial Bankshares Inc
N/A—29,233-29,233-100%$558.9K———
Disciplined Investments, LLC
N/A—29,216-29,216-100%$558.6K———
Leavell Investment Management, Inc.
N/A—29,063-29,063-100%$555.7K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—29,016-29,016-100%$554.8K———
Rehmann Capital Advisory Group
N/A—27,971-27,971-100%$534.8K———
Seven Springs Wealth Group, LLC
N/A—27,563-27,563-100%$527.0K———
Thoroughbred Financial Services, LLC
N/A—27,368-27,368-100%$523.0K———
Flax Pond Capital, LLC
N/A—27,000-27,000-100%$516.2K———
Symphony Financial Services, Inc.
N/A—26,941-26,941-100%$515.1K———
Whittier Trust Co
N/A—26,760-26,760-100%$515.1K———
FLC Capital Advisors
N/A—26,525-26,525-100%$507.2K———
Focus Partners Advisor Solutions, LLC
N/A—26,169-26,169-100%$500.4K———
Argent Trust Co
N/A—26,035-26,035-100%$497.8K———
Tyche Wealth Partners LLC
N/A—25,717-25,717-100%$491.7K———
Checchi Capital Advisers, LLC
N/A—25,439-25,439-100%$486.4K———
Empower Advisory Group, LLC
N/A—25,300-25,300-100%$483.7K———
Waterloo Capital, L.P.
N/A—25,298-25,298-100%$483.7K———
UBS Asset Management Americas LLC
N/A—24,740-24,740-100%$473.0K———
Chancellor Financial Group WB LP
N/A—24,697-24,697-100%$472.2K———
Rothschild Investment LLC
N/A—24,469-24,469-100%$467.8K———
LRI Investments, LLC
N/A—24,290-24,290-100%$464.4K———
Mayflower Financial Advisors, LLC
N/A—24,135-24,135-100%$461.5K———
Main Street Financial Solutions, LLC
N/A—23,952-23,952-100%$458.0K———
1ST Source Bank
N/A—23,894-23,894-100%$456.9K———
Sittner & Nelson, LLC
N/A—23,600-23,600-100%$451.2K———
Conservest Capital Advisors, Inc.
N/A—23,263-23,263-100%$444.8K———
NorthRock Partners, LLC
N/A—23,211-23,211-100%$443.8K———
Donaldson Capital Management, LLC
N/A—23,127-23,127-100%$442.2K———
Campbell Capital Management Inc
N/A—23,000-23,000-100%$439.8K———
Ruggiero Investments, Inc.
N/A—22,700-22,700-100%$434.0K———
Laidlaw Wealth Management LLC
N/A—22,580-22,580-100%$431.7K———
Kirtland Hills Capital Management, LLC
N/A—22,522-22,522-100%$430.6K———
Regatta Research & Money Management
N/A—22,494-22,494-100%$430.1K———
Papamarkou Wellner Asset Management inc.
N/A—22,486-22,486-100%$429.9K———
Red Door Wealth Management, LLC
N/A—22,423-22,423-100%$428.7K———
Geneos Wealth Management Inc.
N/A—22,321-22,321-100%$426.8K———
Brave Asset Management Inc
N/A—22,178-22,178-100%$424.0K———
Yarger Wealth Strategies, LLC
N/A—21,952-21,952-100%$431.6K———
Spinnaker Trust
N/A—21,800-21,800-100%$416.8K———
Wescott Financial Advisory Group, LLC
N/A—21,519-21,519-100%$411.4K———
Berkshire Asset Management LLC
N/A—21,471-21,471-100%$410.5K———
Affinity Wealth Management LLC
N/A—21,417-21,417-100%$409.5K———
White Pine Capital LLC
N/A—21,230-21,230-100%$405.9K———
Naviter Wealth, LLC
N/A—21,099-21,099-100%$403.4K———
RiverGlades Family Offices LLC
N/A—21,000-21,000-100%$401.5K———
Heritage Trust Co
N/A—20,832-20,832-100%$398.3K———
Mattson Financial Services, LLC
N/A—20,637-20,637-100%$416.9K———
FSB Premier Wealth Management, Inc.
N/A—20,381-20,381-100%$389.7K———
Bogart Wealth, LLC
N/A—19,935-19,935-100%$381.1K———
Navellier & Associates Inc
N/A—19,750-19,750-100%$377.6K———
Natixis Advisors, LLC
N/A—19,642-19,642-100%$375.0K———
GatePass Capital, LLC
N/A—19,500-19,500-100%$372.8K———
OneDigital Investment Advisors LLC
N/A—19,277-19,277-100%$368.6K———
Family Manage LLC
N/A—19,162-19,162-100%$366.4K———
Van Hulzen Asset Management, LLC
N/A—18,920-18,920-100%$361.8K———
Savvy Advisors, Inc.
N/A—18,835-18,835-100%$360.1K———
Composition Wealth, LLC
N/A—18,558-18,558-100%$354.8K———
First Commonwealth Financial Corp
N/A—18,494-18,494-100%$353.6K———
Gotham Asset Management, LLC
N/A—18,249-18,249-100%$348.9K———
American Money Management, LLC
N/A—18,089-18,089-100%$345.9K———
New Republic Capital, LLC
N/A—18,074-18,074-100%$345.6K———
New England Asset Management Inc
N/A—18,055-18,055-100%$345.2K———
Federation des caisses Desjardins du Quebec
N/A—17,844-17,844-100%$341.2K———
Advisory Alpha, LLC
N/A—17,797-17,797-100%$340.3K———
SIG Brokerage, LP
N/A—17,715-17,715-100%$338.7K———
Cornerstone Select Advisors, LLC
N/A—17,338-17,338-100%$331.5K———
AssuredPartners Investment Advisors, LLC
N/A—17,246-17,246-100%$329.7K———
Highlander Partners, L.P.
N/A—17,080-17,080-100%$326.6K———
Valtrion Capital Management, LLC
N/A—17,079-17,079-100%$326.6K———
Douglass Winthrop Advisors, LLC
N/A—16,850-16,850-100%$322.2K———
Readystate Asset Management LP
N/A—16,601-16,601-100%$317.4K———
Hobbs Group Advisors, LLC
N/A—16,546-16,546-100%$316.4K———
Novare Capital Management LLC
N/A—16,433-16,433-100%$314.2K———
West Michigan Advisors, LLC
N/A—16,433-16,433-100%$314.2K———
Disciplined Investors, L.L.C.
N/A—16,320-16,320-100%$312.0K———
Sovereign Financial Group, Inc.
N/A—16,130-16,130-100%$308.4K———
Kintra Wealth, LLC
N/A—16,125-16,125-100%$334.7K———
Leigh Baldwin & Co., LLC
N/A—16,009-16,009-100%$306.1K———
QRG Capital Management, Inc.
N/A—15,929-15,929-100%$304.6K———
CNB Bank
N/A—15,900-15,900-100%$304.0K———
Mark Sheptoff Financial Planning, LLC
N/A—15,760-15,760-100%$301.3K———
BTG Pactual Asset Management US LLC
N/A—15,524-15,524-100%$299.6K———
Shepherd Wealth Management Ltd Liability Co
N/A—15,500-15,500-100%$330.2K———
J Hagan Capital, Inc.
N/A—15,450-15,450-100%$295.4K———
Legacy Wealth Advisors, LLC
N/A—15,417-15,417-100%$294.8K———
Lbmc Investment Advisors, LLC
N/A—15,406-15,406-100%$294.6K———
Bessemer Group Inc
N/A—15,335-15,335-100%$293.0K———
First National Bank of Omaha
N/A—15,316-15,316-100%$291.9K———
Inspire Advisors, LLC
N/A—15,295-15,295-100%$292.4K———
Gamco Investors, Inc. ET AL
N/A—15,100-15,100-100%$288.7K———
Brave Warrior Advisors, LLC
N/A—15,000-15,000-100%$286.8K———
Ellenbecker Investment Group
N/A—14,969-14,969-100%$286.2K———
Cura Wealth Advisors, LLC
N/A—14,594-14,594-100%$279.0K———
Baird Financial Group, Inc.
N/A—14,500-14,500-100%$277.2K———
AQR Capital Management LLC
N/A—14,449-14,449-100%$276.3K———
Safeguard Investment Advisory Group, LLC
N/A—14,352-14,352-100%$274.4K———
PCG Wealth Advisors, LLC
N/A—14,263-14,263-100%$272.7K———
Peapack Gladstone Financial Corp
N/A—14,081-14,081-100%$269.0K———
Avos Capital Management, LLC
N/A—14,033-14,033-100%$268.3K———
Modus Advisors, LLC
N/A—13,987-13,987-100%$267.4K———
Bradley Foster & Sargent Inc
N/A—13,885-13,885-100%$265.5K———
Kiker Wealth Management, LLC
N/A—13,775-13,775-100%$263.4K———
Founders Financial Alliance, LLC
N/A—13,613-13,613-100%$260.3K———
Nalls Sherbakoff Group, LLC
N/A—13,562-13,562-100%$259.3K———
Viawealth, LLC
N/A—13,539-13,539-100%$258.9K———
BWM Planning, LLC
N/A—13,531-13,531-100%$258.7K———
Susquehanna Fundamental Investments, LLC
N/A—13,470-13,470-100%$257.5K———
Cypress Capital Management LLC (WY)
N/A—13,439-13,439-100%$257.0K———
Davis R M Inc
N/A—13,428-13,428-100%$256.7K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—13,420-13,420-100%$256.6K———
Amplify Investments, LLC
N/A—13,340-13,340-100%$255.1K———
Greenwich Wealth Management LLC
N/A—13,038-13,038-100%$249.0K———
Ruggaard & Associates LLC
N/A—12,987-12,987-100%$248.3K———
Talisman Wealth Advisors LLC
N/A—12,913-12,913-100%$246.9K———
Stonebridge Financial Group, LLC / MO
N/A—12,721-12,721-100%$243.2K———
Calydon Capital
N/A—12,671-12,671-100%$242.3K———
Pennington Partners & Co., LLC
N/A—12,600-12,600-100%$240.9K———
Argent Advisors, Inc.
N/A—12,468-12,468-100%$238.4K———
Smith, Moore & Co.
N/A—12,455-12,455-100%$238.1K———
Phillips Wealth Planners LLC
N/A—12,212-12,212-100%$241.9K———
Allium Financial Advisors, LLC
N/A—12,084-12,084-100%$231.0K———
Alpine Woods Capital Investors, LLC
N/A—12,000-12,000-100%$229.4K———
Kerr Financial Planning Corp
N/A—11,989-11,989-100%$229.2K———
Bridgewealth Advisory Group, LLC
N/A—11,803-11,803-100%$225.7K———
Allied Private Wealth LLC
N/A—11,508-11,508-100%$228.6K———
Perennial Investment Advisors, LLC
N/A—11,452-11,452-100%$219.0K———
Burnham & Co LLC
N/A—11,441-11,441-100%$218.8K———
Cofg Advisors, LLC
N/A—11,380-11,380-100%$217.6K———
Sentinel Wealth Management, Inc.
N/A—11,183-11,183-100%$213.8K———
Caldwell Sutter Capital, Inc.
N/A—11,100-11,100-100%$212.2K———
Planning Project LLC
N/A—11,059-11,059-100%$237.9K———
Regal Investment Advisors LLC
N/A—10,977-10,977-100%$209.9K———
Resolute Wealth Strategies, LLC
N/A—10,915-10,915-100%$208.7K———
L & S Advisors Inc
N/A—10,814-10,814-100%$206.8K———
Proficio Capital Partners LLC
N/A—10,613-10,613-100%$202.9K———
Reliant Investment Partners, LLC
N/A—10,533-10,533-100%$201.4K———
Core Wealth Advisors, Inc.
N/A—10,409-10,409-100%$199.0K———
Holderness Investments Co
N/A—10,406-10,406-100%$199.0K———
Virtus Investment Advisers, LLC
N/A—10,336-10,336-100%$197.6K———
Old North State Trust, LLC
N/A—10,240-10,240-100%$196.0K———
Zacks Investment Management
N/A—10,136-10,136-100%$193.8K———
Fairview Capital Investment Management, LLC
N/A—10,026-10,026-100%$191.7K———
Whittier Trust Co of Nevada Inc
N/A—9,918-9,918-100%$196.5K———
Orion Capital Management LLC
N/A—9,629-9,629-100%$184.1K———
Operose Advisors LLC
N/A—9,556-9,556-100%$182.7K———
Silver OAK Securities, Incorporated
N/A—8,825-8,825-100%$168.7K———
Parvin Asset Management, LLC
N/A—8,775-8,775-100%$167.8K———
Financial Gravity Companies, Inc.
N/A—8,400-8,400-100%$160.6K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—8,113-8,113-100%$155.1K———
Motco
N/A—7,325-7,325-100%$140.1K———
Aventura Private Wealth, LLC
N/A—6,852-6,852-100%$131.0K———
Proffitt & Goodson Inc
N/A—6,257-6,257-100%$119.6K———
Vision Retirement, LLC
N/A—6,182-6,182-100%$118.2K———
Keating Financial Advisory Services, Inc.
N/A—6,035-6,035-100%$115.4K———
Fiduciary Financial Advisors
N/A—6,035-6,035-100%$115.4K———
Medallion Wealth Advisors, LLC
N/A—5,922-5,922-100%$113.2K———
Blue Owl Capital Holdings LP
N/A—5,326-5,326-100%$101.8K———
Heritage Wealth Advisors
N/A—5,100-5,100-100%$97.5K———
Elequin Capital, LP
N/A—5,069-5,069-100%$96.9K———
Zazove Associates LLC
N/A—5,000-5,000-100%$95.6K———
Ameriflex Group, Inc.
N/A—4,960-4,960-100%$94.8K———
HHM Wealth Advisors, LLC
N/A—4,748-4,748-100%$90.8K———
Strategic Wealth Partners, Ltd.
N/A—4,493-4,493-100%$85.9K———
Estabrook Capital Management
N/A—4,451-4,451-100%$85.1K———
Hollencrest Capital Management
N/A—4,263-4,263-100%$81.5K———
MidFirst Bank
N/A—4,000-4,000-100%$76.5K———
Colonial Trust Advisors
N/A—3,840-3,840-100%$73.4K———
ST Germain D J Co Inc
N/A—3,614-3,614-100%$69.1K———
Kelly Lawrence W & Associates Inc
N/A—3,600-3,600-100%$68.8K———
Strategic Investment Solutions, Inc.
N/A—3,591-3,591-100%$68.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—3,418-3,418-100%$65.4K———
Glen Eagle Advisors, LLC
N/A—3,388-3,388-100%$64.8K———
Continuum Advisory, LLC
N/A—3,291-3,291-100%$62.9K———
Smithfield Trust Co
N/A—3,167-3,167-100%$61.0K———
1015 Capital Partners, LLC
N/A—3,000-3,000-100%$57.4K———
BOK Financial Private Wealth, Inc.
N/A—2,960-2,960-100%$56.6K———
Tiaa Wealth Investment Management LLC
N/A—2,863-2,863-100%$54.7K———
South Plains Financial, Inc.
N/A—2,778-2,778-100%$53.1K———
N.E.W. Advisory Services LLC
N/A—2,741-2,741-100%$52.4K———
Core Alternative Capital
N/A—2,657-2,657-100%$50.8K———
Caitlin John, LLC
N/A—2,625-2,625-100%$50.2K———
SouthState Bank Corp
N/A—2,612-2,612-100%$49.9K———
Prosperity Bancshares Inc
N/A—2,604-2,604-100%$49.8K———
MRP Capital Investments, LLC
N/A—2,456-2,456-100%$47.0K———
Tidemark, LLC
N/A—2,401-2,401-100%$45.9K———
Tiaa Trust, National Association
N/A—2,242-2,242-100%$42.9K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—2,190-2,190-100%$41.9K———
Financial Life Planners
N/A—2,109-2,109-100%$40.3K———
Wellington-Altus USA Inc.
N/A—2,100-2,100-100%$40.5K———
Delta Asset Management LLC
N/A—2,030-2,030-100%$38.8K———
Tower Research Capital LLC (TRC)
N/A—1,934-1,934-100%$37.0K———
Basepoint Wealth LLC
N/A—1,753-1,753-100%$33.5K———
Dunhill Financial, LLC
N/A—1,536-1,536-100%$29.4K———
Fourth Dimension Wealth, LLC
N/A—1,500-1,500-100%$28.7K———
ESL Trust Services, LLC
N/A—1,391-1,391-100%$26.6K———
GW&K Investment Management, LLC
N/A—1,333-1,333-100%$25———
Beaird Harris Wealth Management, LLC
N/A—1,332-1,332-100%$25.5K———
Osbon Capital Management LLC
N/A—1,291-1,291-100%$24.7K———
Boreal Capital Management LLC
N/A—1,252-1,252-100%$23.9K———
Frazier Financial Advisors, LLC
N/A—1,235-1,235-100%$23.6K———
Colonial Trust Co / SC
N/A—1,192-1,192-100%$22.8K———
Anchor Bay Capital, Inc.
N/A—1,160-1,160-100%$24.3K———
Private Wealth Asset Management, LLC
N/A—1,067-1,067-100%$20.4K———
TD Capital Management LLC
N/A—1,018-1,018-100%$19.5K———
Quantum Portfolio Management LLC
N/A—990-990-100%$18.9K———
Lummis Asset Management, LP
N/A—970-970-100%$18.5K———
SHP Wealth Management
N/A—946-946-100%$18.1K———
Smartleaf Asset Management LLC
N/A—849-849-100%$16.2K———
Cbiz Investment Advisory Services, LLC
N/A—810-810-100%$15.6K———
Crewe Advisors LLC
N/A—755-755-100%$14.4K———
Napier Financial, LLC
N/A—500-500-100%$9.6K———
Basecamp Wealth Advisors LLC
N/A—400-400-100%$7.6K———
Godfrey Financial Associates, Inc.
N/A—324-324-100%$6.2K———
Millstone Evans Group, LLC
N/A—300-300-100%$5.7K———
Chesapeake Asset Management LLC
N/A—261-261-100%$5.0K———
Investment Counsel Co of Nevada
N/A—241-241-100%$4.6K———
EFG International AG
N/A—236-236-100%$4.5K———
Delos Wealth Advisors, LLC
N/A—224-224-100%$4.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—211-211-100%$4.0K———
Penserra Capital Management LLC
N/A—210-210-100%$4.0K———
Investors Portfolio Services LLC
N/A—203-203-100%$3.9K———
Philadelphia Investment Partners, LLC
N/A—200-200-100%$3.8K———
Truvestments Capital LLC
N/A—120-120-100%$2.3K———
JPL Wealth Management, LLC
N/A—100-100-100%$1.9K———
PlanVest Financial, Inc
N/A—31-31-100%$593———
Swan Capital LLC
N/A—30-30-100%$574———
Mpwm Advisory Solutions, LLC
N/A—21-21-100%$402———
Showing 1356 of 1356 institutions