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Enterprise Products Partners (EPD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alps Advisors Inc
INCREASED
Shares46,611,995 from 43,655,056
Change+2,956,939 (+7%)
Value$1.7B (+$55.1M)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares6,270,676 from 6,060,053
Change+210,623 (+3%)
Value$223.3M (+$531.0K)
Filed 2026-11-05
Hamlin Capital Management, LLC
DECREASED
Shares4,757,411 from 4,792,357
Change-34,946 (-1%)
Value$169.4M (-$6.8M)
Filed 2026-10-08
Chickasaw Capital Management LLC
DECREASED
Shares4,564,870 from 4,727,610
Change-162,740 (-3%)
Value$162.6M (+$162.4M)
Filed 2026-10-08
LPL Financial LLC
INCREASED
Shares4,508,755 from 4,261,876
Change+246,879 (+6%)
Value$160.6M (+$3.9M)
Filed 2026-11-06
Miller Howard Investments Inc
INCREASED
Shares3,344,118 from 3,211,891
Change+132,227 (+4%)
Value$119.1M (+$1.0M)
Filed 2026-10-26
Eagle Global Advisors LLC
DECREASED
Shares3,275,266 from 3,285,266
Change-10,000 (0%)
Value$116.6M (-$4.1M)
Filed 2026-11-02
Reaves W H & Co Inc
DECREASED
Shares3,035,940 from 3,493,940
Change-458,000 (-13%)
Value$108.1M (-$20.3M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares2,860,170 from 3,121,938
Change-261,768 (-8%)
Value$101.9M (-$12.9M)
Filed 2026-11-02
Natixis
INCREASED
Shares2,447,236 from 771,472
Change+1,675,764 (+217%)
Value$87.1M (+$58.8M)
Filed 2026-11-06
Americana Partners, LLC
DECREASED
Shares2,418,844 from 2,425,057
Change-6,213 (0%)
Value$86.1M (-$3.0M)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares2,152,899 from 2,073,101
Change+79,798 (+4%)
Value$79.8M (-$606.9K)
Filed 2026-10-27
Deutsche Bank Ag\
INCREASED
Shares1,882,926 from 1,847,526
Change+35,400 (+2%)
Value$67.1M (-$864.1K)
Filed 2026-11-06
Fractal Investments LLC
UNCHANGED
Shares1,837,044 from 1,837,044
Change0 (0%)
Value$65.4M (-$2.1M)
Filed 2026-10-28
Cushing Asset Management, LP dba NXG Investment Management
INCREASED
Shares1,801,500 from 1,565,500
Change+236,000 (+15%)
Value$64.2M (+$6.6M)
Filed 2026-10-26
Barclays PLC
DECREASED
Shares1,675,815 from 1,733,174
Change-57,359 (-3%)
Value$59.7M (-$4.0M)
Filed 2026-11-06
Duff & Phelps Investment Management Co
UNCHANGED
Shares1,560,173 from 1,560,173
Change0 (0%)
Value$55.6M (-$1.8M)
Filed 2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED
Shares1,452,169 from 1,464,972
Change-12,803 (-1%)
Value$51.7M (-$2.1M)
Filed 2026-11-05
Maryland State Retirement & Pension System
DECREASED
Shares1,246,436 from 1,373,237
Change-126,801 (-9%)
Value$44.4M (-$6.1M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares1,228,563 from 1,206,231
Change+22,332 (+2%)
Value$43.7M (-$591.9K)
Filed 2026-11-06
Penn Davis Mcfarland Inc
DECREASED
Shares1,168,402 from 1,175,994
Change-7,592 (-1%)
Value$41.6M (-$1.6M)
Filed 2026-10-23
Northside Capital Management, LLC
INCREASED
Shares1,125,756 from 1,125,740
Change+16 (0%)
Value$40.1M (-$1.3M)
Filed 2026-10-13
Tetrad Corp
UNCHANGED
Shares1,100,000 from 1,100,000
Change0 (0%)
Value$39.2M (-$1.3M)
Filed 2026-10-06
Elevation Point Wealth Partners, LLC
INCREASED
Shares1,040,473 from 1,032,284
Change+8,189 (+1%)
Value$37.1M (-$895.5K)
Filed 2026-11-05
Auto-Owners Insurance Co
UNCHANGED
Shares1,000,000 from 1,000,000
Change0 (0%)
Value$35.6M (-$1.2M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares983,210 from 1,084,844
Change-101,634 (-9%)
Value$35.0M (-$4.9M)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares944,993 from 935,668
Change+9,325 (+1%)
Value$36.1M (+$1.7M)
Filed 2026-11-04
Exchange Traded Concepts, LLC
DECREASED
Shares899,338 from 909,248
Change-9,910 (-1%)
Value$32.0M (-$1.4M)
Filed 2026-10-28
Creative Planning
INCREASED
Shares889,126 from 887,520
Change+1,606 (+0%)
Value$31.7M (-$963.5K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares853,525 from 1,039,913
Change-186,388 (-18%)
Value$30.4M (-$7.8M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares817,468 from 788,859
Change+28,609 (+4%)
Value$30.0M (+$641.2K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares808,841 from 770,010
Change+38,831 (+5%)
Value$28.8M (+$497.0K)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares786,463 from 796,751
Change-10,288 (-1%)
Value$28.0M (-$1.3M)
Filed 2026-10-23
KDK Private Wealth Management, LLC
INCREASED
Shares786,182 from 776,304
Change+9,878 (+1%)
Value$28.0M (-$541.0K)
Filed 2026-11-03
Sanders Morris Harris LLC
NEW
Shares763,555
Change+763,555
Value$28.1M
Filed 2026-10-14
Neos Investment Management LLC
DECREASED
Shares660,891 from 815,015
Change-154,124 (-19%)
Value$23.5M (-$6.4M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares646,987 from 664,984
Change-17,997 (-3%)
Value$23.0M (-$1.4M)
Filed 2026-11-05
Markel Group Inc.
INCREASED
Shares612,000 from 569,000
Change+43,000 (+8%)
Value$21.8M (+$876.9K)
Filed 2026-10-30
Capital Investment Advisors, LLC
DECREASED
Shares594,247 from 594,583
Change-336 (0%)
Value$21.2M (-$695.7K)
Filed 2026-10-22
iA Global Asset Management Inc.
INCREASED
Shares567,499 from 509,328
Change+58,171 (+11%)
Value$20.2M (+$1.5M)
Filed 2026-10-29
Private Capital Advisors, Inc.
DECREASED
Shares528,493 from 530,308
Change-1,815 (0%)
Value$18.8M (-$674.5K)
Filed 2026-10-06
Investment Management Associates Inc
DECREASED
Shares520,129 from 524,941
Change-4,812 (-1%)
Value$18.5M (-$775.0K)
Filed 2026-10-29
Gagnon Securities LLC
DECREASED
Shares508,977 from 510,576
Change-1,599 (0%)
Value$18.1M (-$644.1K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares469,468 from 458,833
Change+10,635 (+2%)
Value$16.7M (-$149.0K)
Filed 2026-11-04
D.A. Davidson & Co.
DECREASED
Shares469,139 from 489,584
Change-20,445 (-4%)
Value$16.7M (-$1.3M)
Filed 2026-10-28
Catalyst Capital Advisors LLC
UNCHANGED
Shares467,740 from 467,740
Change0 (0%)
Value$16.7M (-$537.9K)
Filed 2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares461,834 from 458,936
Change+2,898 (+1%)
Value$16.4M (-$424.6K)
Filed 2026-10-08
Oppenheimer & Co Inc
INCREASED
Shares455,801 from 417,522
Change+38,279 (+9%)
Value$16.2M (+$883.0K)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares450,269 from 502,012
Change-51,743 (-10%)
Value$16.0M (-$2.4M)
Filed 2026-10-30
Tectonic Advisors LLC
INCREASED
Shares443,070 from 420,613
Change+22,457 (+5%)
Value$15.8M (+$316.0K)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares438,541 from 430,166
Change+8,375 (+2%)
Value$15.6M (-$196.5K)
Filed 2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED
Shares429,964 from 429,813
Change+151 (+0%)
Value$15.3M (-$488.9K)
Filed 2026-11-05
Payden & Rygel
UNCHANGED
Shares417,070 from 417,070
Change0 (0%)
Value$14.9M (-$479.0K)
Filed 2026-10-28
Hurley Capital, LLC
INCREASED
Shares408,235 from 383,565
Change+24,670 (+6%)
Value$14.5M (+$437.4K)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares402,103 from 407,351
Change-5,248 (-1%)
Value$14.3M (-$655.4K)
Filed 2026-11-04
Adams Asset Advisors, LLC
UNCHANGED
Shares398,768 from 398,768
Change0 (0%)
Value$14.2M (-$458.6K)
Filed 2026-10-08
Moors & Cabot, Inc.
INCREASED
Shares398,628 from 398,106
Change+522 (+0%)
Value$14.2M (-$439.2K)
Filed 2026-11-06
Fogel Capital Management, Inc.
INCREASED
Shares394,610 from 389,960
Change+4,650 (+1%)
Value$14.1M (-$282.9K)
Filed 2026-11-04
WP Advisors, LLC
INCREASED
Shares383,561 from 378,218
Change+5,343 (+1%)
Value$13.7M (-$244.7K)
Filed 2026-10-22
Cohen Capital Management, Inc.
UNCHANGED
Shares368,691 from 368,691
Change0 (0%)
Value$13.1M (-$424.0K)
Filed 2026-10-14
Parsons Capital Management Inc
INCREASED
Shares357,564 from 351,571
Change+5,993 (+2%)
Value$12.7M (-$190.9K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares349,534 from 346,953
Change+2,581 (+1%)
Value$12.5M (-$260.4K)
Filed 2026-10-14
Gagnon Advisors, LLC
UNCHANGED
Shares339,877 from 339,877
Change0 (0%)
Value$12.1M (-$390.9K)
Filed 2026-11-06
GenTrust, LLC
UNCHANGED
Shares332,201 from 332,201
Change0 (0%)
Value$11.8M (-$382.0K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares327,195 from 353,998
Change-26,803 (-8%)
Value$11.7M (-$1.4M)
Filed 2026-11-05
Segment Wealth Management, LLC
UNCHANGED
Shares321,451 from 321,451
Change0 (0%)
Value$11.4M (-$369.7K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares319,094 from 410,441
Change-91,347 (-22%)
Value$11.4M (-$3.7M)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares311,558 from 271,367
Change+40,191 (+15%)
Value$11.1M (+$990.6K)
Filed 2026-11-06
Seven Post Investment Office LP
INCREASED
Shares309,458 from 306,976
Change+2,482 (+1%)
Value$11.0M (-$264.6K)
Filed 2026-10-26
Pathway Financial Advisers, LLC
INCREASED
Shares302,350 from 296,891
Change+5,459 (+2%)
Value$10.8M (-$147.0K)
Filed 2026-10-27
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares298,344 from 295,644
Change+2,700 (+1%)
Value$10.6M (-$244.0K)
Filed 2026-10-26
Inscription Capital, LLC
DECREASED
Shares283,711 from 297,266
Change-13,555 (-5%)
Value$10.1M (-$824.5K)
Filed 2026-11-02
Edgemoor Investment Advisors, Inc.
DECREASED
Shares281,792 from 288,717
Change-6,925 (-2%)
Value$10.0M (-$578.6K)
Filed 2026-11-03
Hennessy Advisors Inc
UNCHANGED
Shares280,390 from 280,390
Change0 (0%)
Value$10.0M (-$322.4K)
Filed 2026-10-28
Ellsworth Advisors, LLC
INCREASED
Shares279,836 from 270,501
Change+9,335 (+3%)
Value$10.0M (-$184.2K)
Filed 2026-10-15
Walnut Private Equity Partners, LLC
UNCHANGED
Shares259,978 from 259,978
Change0 (0%)
Value$9.3M (-$299.0K)
Filed 2026-10-14
Account Management LLC
UNCHANGED
Shares257,210 from 257,210
Change0 (0%)
Value$9.2M (-$295.8K)
Filed 2026-11-04
Cullen Investment Group, Ltd.
DECREASED
Shares254,394 from 254,883
Change-489 (0%)
Value$9.1M (-$234.2K)
Filed 2026-10-13
Salem Investment Counselors Inc
UNCHANGED
Shares254,293 from 254,293
Change0 (0%)
Value$9.1M (-$292.4K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares249,684 from 247,164
Change+2,520 (+1%)
Value$8.9M (-$194.5K)
Filed 2026-11-05
King Luther Capital Management Corp
DECREASED
Shares242,376 from 242,521
Change-145 (0%)
Value$8.6M (-$284.1K)
Filed 2026-11-05
Linscomb Wealth, Inc.
DECREASED
Shares236,083 from 240,205
Change-4,122 (-2%)
Value$8.4M (-$423.0K)
Filed 2026-11-05
Bridgelight Financial Advisors, Inc.
INCREASED
Shares232,351 from 230,599
Change+1,752 (+1%)
Value$8.3M (-$202.8K)
Filed 2026-10-20
Nitor Capital Management, LLC
INCREASED
Shares228,804 from 223,604
Change+5,200 (+2%)
Value$8.1M (-$72.0K)
Filed 2026-11-04
Renaissance Investment Group LLC
DECREASED
Shares226,326 from 228,226
Change-1,900 (-1%)
Value$8.1M (-$330.1K)
Filed 2026-10-28
HUB Investment Partners, LLC
DECREASED
Shares219,498 from 283,781
Change-64,283 (-23%)
Value$7.8M (-$2.6M)
Filed 2026-11-03
Loudon Investment Management, LLC
UNCHANGED
Shares217,907 from 217,907
Change0 (0%)
Value$7.8M (-$250.6K)
Filed 2026-11-06
Gilman Hill Asset Management, LLC
DECREASED
Shares216,195 from 220,165
Change-3,970 (-2%)
Value$7.7M (-$394.6K)
Filed 2026-10-13
Meixler Investment Management, Ltd.
INCREASED
Shares204,150 from 172,400
Change+31,750 (+18%)
Value$7.3M (+$932.4K)
Filed 2026-11-03
Outfitters Financial LLC
UNCHANGED
Shares200,372 from 200,372
Change0 (0%)
Value$7.1M (-$230.4K)
Filed 2026-10-23
Adell Harriman & Carpenter Inc
DECREASED
Shares196,443 from 201,989
Change-5,546 (-3%)
Value$7.0M (-$429.8K)
Filed 2026-11-02
OAK Family Advisors, LLC
INCREASED
Shares195,975 from 195,730
Change+245 (+0%)
Value$7.0M (-$216.3K)
Filed 2026-10-19
CoreCap Advisors, LLC
INCREASED
Shares192,743 from 167,364
Change+25,379 (+15%)
Value$6.9M (+$711.3K)
Filed 2026-10-08
Chilton Capital Management LLC
DECREASED
Shares192,186 from 194,242
Change-2,056 (-1%)
Value$6.8M (-$296.6K)
Filed 2026-10-28
Sheets Smith Wealth Management
DECREASED
Shares185,177 from 199,527
Change-14,350 (-7%)
Value$6.6M (-$740.5K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares183,641 from 152,072
Change+31,569 (+21%)
Value$6.5M (+$949.3K)
Filed 2026-10-16
CFM Wealth Partners LLC
DECREASED
Shares183,586 from 183,670
Change-84 (0%)
Value$6.5M (-$214.2K)
Filed 2026-11-05
Baldwin Wealth Partners LLC
DECREASED
Shares181,408 from 182,920
Change-1,512 (-1%)
Value$6.5M (-$264.2K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares173,443 from 164,218
Change+9,225 (+6%)
Value$6.2M (+$139.6K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares169,174 from 205,556
Change-36,382 (-18%)
Value$6.0M (-$1.5M)
Filed 2026-11-04
Birch Capital Management, LLC
INCREASED
Shares167,714 from 166,599
Change+1,115 (+1%)
Value$6.0M (-$151.9K)
Filed 2026-10-27
Pekin Hardy Strauss, Inc.
DECREASED
Shares166,438 from 168,143
Change-1,705 (-1%)
Value$5.9M (-$254.1K)
Filed 2026-11-02
Childress Capital Advisors, LLC
INCREASED
Shares166,319 from 165,965
Change+354 (+0%)
Value$5.9M (-$178.3K)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares164,066 from 154,111
Change+9,955 (+6%)
Value$5.8M (+$177.3K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares163,313 from 171,027
Change-7,714 (-5%)
Value$5.8M (-$471.4K)
Filed 2026-10-13
Hollow Brook Wealth Management LLC
DECREASED
Shares155,317 from 156,110
Change-793 (-1%)
Value$5.5M (-$207.8K)
Filed 2026-10-29
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares153,310 from 153,310
Change0 (0%)
Value$5.5M (+$5.5M)
Filed 2026-10-14
Fort Washington Investment Advisors Inc
DECREASED
Shares151,954 from 157,071
Change-5,117 (-3%)
Value$5.4M (-$362.8K)
Filed 2026-10-15
Private Management Group Inc
UNCHANGED
Shares151,147 from 151,147
Change0 (0%)
Value$5.4M (-$173.8K)
Filed 2026-11-04
Canal Insurance Co
UNCHANGED
Shares150,000 from 150,000
Change0 (0%)
Value$5.3M (-$172.0K)
Filed 2026-10-20
Regions Financial Corp
INCREASED
Shares145,543 from 127,392
Change+18,151 (+14%)
Value$5.2M (+$499.9K)
Filed 2026-11-05
Howard Financial Services, Ltd.
INCREASED
Shares141,181 from 139,438
Change+1,743 (+1%)
Value$5.0M (-$98.3K)
Filed 2026-10-15
Shoker Investment Counsel, Inc.
INCREASED
Shares131,617 from 130,652
Change+965 (+1%)
Value$4.7M (-$115.9K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares131,564 from 130,357
Change+1,207 (+1%)
Value$4.7M (-$107.0K)
Filed 2026-11-05
AM Investment Strategies LLC
INCREASED
Shares127,836 from 125,180
Change+2,656 (+2%)
Value$4.6M (+$4.5M)
Filed 2026-11-05
Bokf, NA
INCREASED
Shares126,069 from 104,782
Change+21,287 (+20%)
Value$4.5M (+$637.5K)
Filed 2026-10-27
Crescent Grove Advisors, LLC
INCREASED
Shares124,618 from 54,799
Change+69,819 (+127%)
Value$4.4M (+$2.4M)
Filed 2026-10-21
Trust Co of Toledo NA
DECREASED
Shares124,418 from 127,385
Change-2,967 (-2%)
Value$4.4M (-$252.1K)
Filed 2026-10-16
Sapient Capital LLC
DECREASED
Shares123,925 from 129,904
Change-5,979 (-5%)
Value$4.4M (-$362.3K)
Filed 2026-10-08
BCM Advisors, LLC
UNCHANGED
Shares122,984 from 122,984
Change0 (0%)
Value$4.7M (-$71.3K)
Filed 2026-11-03
Spirit of America Management Corp
UNCHANGED
Shares121,386 from 121,386
Change0 (0%)
Value$4.3M (-$139.6K)
Filed 2026-10-14
Certified Advisory Corp
INCREASED
Shares121,240 from 115,799
Change+5,441 (+5%)
Value$4.3M (+$60.6K)
Filed 2026-10-29
JFS Wealth Advisors, LLC
DECREASED
Shares121,233 from 123,018
Change-1,785 (-1%)
Value$4.3M (-$205.0K)
Filed 2026-11-03
Private Wealth Partners, LLC
INCREASED
Shares120,100 from 119,100
Change+1,000 (+1%)
Value$4.3M (-$101.4K)
Filed 2026-10-22
Legacy Advisors, LLC
INCREASED
Shares119,872 from 119,033
Change+839 (+1%)
Value$4.3M (-$107.0K)
Filed 2026-10-19
Nicholas Company, Inc.
UNCHANGED
Shares119,100 from 119,100
Change0 (0%)
Value$4.2M (-$137.0K)
Filed 2026-11-05
Woodmont Investment Counsel LLC
INCREASED
Shares117,056 from 116,075
Change+981 (+1%)
Value$4.2M (-$98.6K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares115,971 from 111,551
Change+4,420 (+4%)
Value$4.1M (+$29.1K)
Filed 2026-10-23
ProShare Advisors LLC
DECREASED
Shares115,284 from 132,088
Change-16,804 (-13%)
Value$4.1M (-$750.3K)
Filed 2026-10-29
Cherokee Insurance Co
UNCHANGED
Shares115,000 from 115,000
Change0 (0%)
Value$4.1M (-$132.3K)
Filed 2026-11-05
Asset Planning Services Inc
DECREASED
Shares113,655 from 115,905
Change-2,250 (-2%)
Value$4.0M (-$214.0K)
Filed 2026-10-15
ProVise Management Group, LLC
DECREASED
Shares112,277 from 113,728
Change-1,451 (-1%)
Value$4.0M (-$182.5K)
Filed 2026-11-06
ARS Investment Partners, LLC
DECREASED
Shares111,264 from 112,187
Change-923 (-1%)
Value$4.0M (-$161.9K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
INCREASED
Shares110,882 from 72,329
Change+38,553 (+53%)
Value$3.9M (+$1.3M)
Filed 2026-11-03
Doliver Advisors, LP
DECREASED
Shares108,513 from 118,513
Change-10,000 (-8%)
Value$3.9M (-$492.4K)
Filed 2026-10-01
XML Financial, LLC
INCREASED
Shares108,226 from 102,139
Change+6,087 (+6%)
Value$3.9M (+$99.3K)
Filed 2026-10-29
Clear Trail Advisors, LLC
INCREASED
Shares108,033 from 108,019
Change+14 (+0%)
Value$3.8M (-$123.7K)
Filed 2026-10-20
Moneco Advisors, LLC
DECREASED
Shares107,875 from 115,382
Change-7,507 (-7%)
Value$3.8M (-$400.0K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares107,674 from 101,769
Change+5,905 (+6%)
Value$3.8M (+$93.2K)
Filed 2026-11-06
Calamos Advisors LLC
UNCHANGED
Shares105,810 from 105,810
Change0 (0%)
Value$3.8M (-$121.7K)
Filed 2026-11-02
Joel Isaacson & Co., LLC
UNCHANGED
Shares105,143 from 105,143
Change0 (0%)
Value$3.7M (-$120.9K)
Filed 2026-11-05
Level Four Advisory Services, LLC
DECREASED
Shares102,970 from 119,663
Change-16,693 (-14%)
Value$3.7M (-$732.0K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares98,407 from 81,212
Change+17,195 (+21%)
Value$3.6M (+$632.1K)
Filed 2026-11-06
Bfsg, LLC
DECREASED
Shares98,099 from 101,534
Change-3,435 (-3%)
Value$3.5M (-$239.1K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
DECREASED
Shares97,928 from 100,352
Change-2,424 (-2%)
Value$3.5M (-$201.7K)
Filed 2026-11-04
Kercheville Advisors, LLC
DECREASED
Shares96,470 from 102,920
Change-6,450 (-6%)
Value$3.4M (-$348.0K)
Filed 2026-10-19
Integrity Alliance, Llc.
DECREASED
Shares95,902 from 104,411
Change-8,509 (-8%)
Value$3.4M (-$423.1K)
Filed 2026-10-29
Mainsail Asset Management, LLC
INCREASED
Shares95,784 from 94,395
Change+1,389 (+1%)
Value$3.6M (-$37.0K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares95,277
Change+95,277
Value$3.4M
Filed 2026-11-04
Clearstead Advisors, LLC
DECREASED
Shares93,140 from 93,924
Change-784 (-1%)
Value$3.3M (-$135.9K)
Filed 2026-11-06
Corps Capital Advisors, LLC
UNCHANGED
Shares92,755 from 92,755
Change0 (0%)
Value$3.3M (-$106.7K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares92,569 from 92,609
Change-40 (0%)
Value$3.3M (-$107.9K)
Filed 2026-10-20
Verity & Verity, LLC
UNCHANGED
Shares92,530 from 92,530
Change0 (0%)
Value$3.3M (-$106.4K)
Filed 2026-10-23
Verity Asset Management, Inc.
INCREASED
Shares91,894 from 91,320
Change+574 (+1%)
Value$3.3M (-$84.6K)
Filed 2026-10-30
Valeo Financial Advisors, LLC
DECREASED
Shares91,511 from 93,271
Change-1,760 (-2%)
Value$3.3M (-$169.9K)
Filed 2026-10-08
Perigon Wealth Management, LLC
DECREASED
Shares90,758 from 96,653
Change-5,895 (-6%)
Value$3.2M (-$321.0K)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares88,320 from 91,385
Change-3,065 (-3%)
Value$3.1M (-$214.0K)
Filed 2026-10-22
Steel Grove Capital Advisors, LLC
DECREASED
Shares87,684 from 93,220
Change-5,536 (-6%)
Value$3.1M (-$304.3K)
Filed 2026-10-13
Royal Palms Capital LLC
DECREASED
Shares86,831 from 87,490
Change-659 (-1%)
Value$3.1M (-$124.1K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares86,664 from 48,734
Change+37,930 (+78%)
Value$3.1M (+$1.3M)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares85,884 from 85,276
Change+608 (+1%)
Value$3.1M (-$76.4K)
Filed 2026-10-28
McAlvany Wealth Management LLC
INCREASED
Shares85,220 from 80,615
Change+4,605 (+6%)
Value$3.0M (+$71.3K)
Filed 2026-10-29
Applied Capital LLC
INCREASED
Shares85,199 from 84,434
Change+765 (+1%)
Value$3.0M (-$69.9K)
Filed 2026-10-07
Flagship Harbor Advisors, LLC
DECREASED
Shares84,676 from 86,873
Change-2,197 (-3%)
Value$3.0M (-$178.2K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares84,596 from 27,561
Change+57,035 (+207%)
Value$3.0M (+$2.0M)
Filed 2026-10-07
Oppenheimer Asset Management Inc.
DECREASED
Shares83,409 from 86,211
Change-2,802 (-3%)
Value$3.0M (-$198.9K)
Filed 2026-10-27
Shrier Wealth Management, LLC
INCREASED
Shares83,128 from 82,750
Change+378 (+0%)
Value$3.0M (-$81.7K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares83,005 from 83,005
Change0 (0%)
Value$3.0M (-$95.5K)
Filed 2026-10-23
GraniteShares Advisors LLC
INCREASED
Shares82,193 from 80,921
Change+1,272 (+2%)
Value$2.9M (-$47.8K)
Filed 2026-10-29
Tufton Capital Management
DECREASED
Shares81,820 from 82,230
Change-410 (0%)
Value$2.9M (-$109.0K)
Filed 2026-10-20
Cowa, LLC
INCREASED
Shares81,530 from 81,330
Change+200 (+0%)
Value$2.9M (-$86.4K)
Filed 2026-10-30
Everett Harris & Co
INCREASED
Shares80,498 from 79,383
Change+1,115 (+1%)
Value$2.9M (-$51.6K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
DECREASED
Shares79,962 from 80,573
Change-611 (-1%)
Value$2.8M (-$114.4K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares79,542 from 75,517
Change+4,025 (+5%)
Value$2.8M (+$78.8K)
Filed 2026-10-16
Keybank National Association
DECREASED
Shares78,744 from 83,567
Change-4,823 (-6%)
Value$2.8M (-$267.8K)
Filed 2026-11-04
Teamwork Financial Advisors, LLC
DECREASED
Shares77,103 from 94,389
Change-17,286 (-18%)
Value$2.7M (-$724.1K)
Filed 2026-10-19
Evanson Financial, LLC
INCREASED
Shares76,273 from 74,200
Change+2,073 (+3%)
Value$2.7M (-$11.5K)
Filed 2026-10-23
Samalin Investment Counsel, LLC
INCREASED
Shares75,300 from 75,058
Change+242 (+0%)
Value$2.7M (-$77.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares75,188 from 74,916
Change+272 (+0%)
Value$2.7M (-$76.5K)
Filed 2026-10-08
Chatham Capital Group, Inc.
INCREASED
Shares73,593 from 73,560
Change+33 (+0%)
Value$2.6M (-$83.4K)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares72,878 from 69,464
Change+3,414 (+5%)
Value$2.6M (+$41.7K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares72,831 from 70,278
Change+2,553 (+4%)
Value$2.6M (+$10.1K)
Filed 2026-10-16
SL Advisors, LLC
UNCHANGED
Shares71,351 from 71,351
Change0 (0%)
Value$2.5M (-$73.2K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED
Shares70,940 from 71,867
Change-927 (-1%)
Value$2.5M (-$115.7K)
Filed 2026-10-08
HWG Holdings LP
UNCHANGED
Shares70,557 from 70,557
Change0 (0%)
Value$2.5M (-$81.1K)
Filed 2026-10-08
Tritonpoint Wealth, LLC
DECREASED
Shares70,529 from 71,073
Change-544 (-1%)
Value$2.5M (-$101.1K)
Filed 2026-10-19
180 Wealth Advisors, LLC
INCREASED
Shares69,565 from 53,274
Change+16,291 (+31%)
Value$2.5M (+$518.9K)
Filed 2026-11-03
GFS Advisors, LLC
DECREASED
Shares69,325 from 69,550
Change-225 (0%)
Value$2.5M (-$9.0M)
Filed 2026-11-03
RS Crum Inc.
UNCHANGED
Shares68,553 from 68,553
Change0 (0%)
Value$2.4M (-$78.8K)
Filed 2026-10-19
Planning Strategies Inc.
INCREASED
Shares68,501 from 68,383
Change+118 (+0%)
Value$2.4M (-$74.4K)
Filed 2026-10-02
Blue Trust, Inc.
INCREASED
Shares68,495 from 65,122
Change+3,373 (+5%)
Value$2.4M (+$45.2K)
Filed 2026-10-15
Montchanin Asset Management, LLC
UNCHANGED
Shares67,800 from 67,800
Change0 (0%)
Value$2.4M (-$78.0K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares67,361 from 75,019
Change-7,658 (-10%)
Value$2.4M (-$359.0K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares67,263 from 61,273
Change+5,990 (+10%)
Value$2.4M (+$149.0K)
Filed 2026-10-13
C2c Wealth Management, LLC
UNCHANGED
Shares66,146 from 66,146
Change0 (0%)
Value$2.4M (-$76.1K)
Filed 2026-10-20
GP Brinson Investments LLC
UNCHANGED
Shares65,909 from 65,909
Change0 (0%)
Value$2.3M (-$75.8K)
Filed 2026-10-01
Charles Schwab Trust Co
UNCHANGED
Shares65,518 from 65,518
Change0 (0%)
Value$2.3M (-$75.3K)
Filed 2026-10-15
Magnus Financial Group LLC
DECREASED
Shares64,925 from 65,080
Change-155 (0%)
Value$2.3M (-$80.4K)
Filed 2026-10-21
Optimist Retirement Group LLC
INCREASED
Shares64,641 from 62,956
Change+1,685 (+3%)
Value$2.3M (-$12.4K)
Filed 2026-10-30
Tcfg Investment Advisors, LLC
INCREASED
Shares64,004 from 63,604
Change+400 (+1%)
Value$2.3M (-$58.9K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares62,656 from 62,624
Change+32 (+0%)
Value$2.2M (-$70.9K)
Filed 2026-11-04
L. Roy Papp & Associates, LLP
UNCHANGED
Shares61,858 from 61,858
Change0 (0%)
Value$2.2M (-$71.1K)
Filed 2026-10-21
Silverberg Bernstein Capital Management LLC
DECREASED
Shares61,480 from 62,480
Change-1,000 (-2%)
Value$2.2M (-$107.5K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares60,576 from 59,920
Change+656 (+1%)
Value$2.2M (-$45.5K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares60,560 from 59,359
Change+1,201 (+2%)
Value$2.2M (-$22.4K)
Filed 2026-10-30
Whipplewood Advisors, LLC
UNCHANGED
Shares59,945 from 59,945
Change0 (0%)
Value$2.1M (-$68.9K)
Filed 2026-10-20
Promethium Advisors,llc
INCREASED
Shares59,939 from 59,339
Change+600 (+1%)
Value$2.1M (-$46.9K)
Filed 2026-10-19
Baer Investment Advisory LLC
DECREASED
Shares59,321 from 60,309
Change-988 (-2%)
Value$2.1M (-$90.0K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares58,740 from 54,906
Change+3,834 (+7%)
Value$2.1M (+$73.4K)
Filed 2026-11-06
Edmp, Inc.
UNCHANGED
Shares58,597 from 58,597
Change0 (0%)
Value$2.1M (-$67.4K)
Filed 2026-10-22
Intrua Financial, LLC
DECREASED
Shares57,874 from 58,515
Change-641 (-1%)
Value$2.1M (-$90.1K)
Filed 2026-10-28
Ascentis Independent Advisors
INCREASED
Shares57,100 from 140
Change+56,960 (+40686%)
Value$2.0M (+$2.0M)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares56,749 from 56,152
Change+597 (+1%)
Value$2.0M (-$43.3K)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
DECREASED
Shares56,206 from 56,876
Change-670 (-1%)
Value$2.0M (-$89.3K)
Filed 2026-10-16
UMB Bank, n.a.
UNCHANGED
Shares55,009 from 55,009
Change0 (0%)
Value$2.0M (-$63.3K)
Filed 2026-11-06
MSH Capital Advisors LLC
INCREASED
Shares54,823 from 54,057
Change+766 (+1%)
Value$2.0M (-$34.9K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares54,679
Change+54,679
Value$1.9M
Filed 2026-11-04
Elco Management Co., LLC
DECREASED
Shares54,054 from 54,213
Change-159 (0%)
Value$1.9M (-$68.0K)
Filed 2026-10-14
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares53,282 from 53,482
Change-200 (0%)
Value$1.9M (-$68.6K)
Filed 2026-10-28
Chiron Capital Management, LLC
DECREASED
Shares53,059 from 53,931
Change-872 (-2%)
Value$1.9M (-$93.1K)
Filed 2026-10-15
Harrell Investment Partners, LLC
DECREASED
Shares52,837 from 62,052
Change-9,215 (-15%)
Value$1.9M (-$399.5K)
Filed 2026-10-15
Lee Financial Co
INCREASED
Shares51,831 from 51,357
Change+474 (+1%)
Value$1.8M (-$42.2K)
Filed 2026-10-16
Argyle Capital Partners, LLC
DECREASED
Shares51,677 from 52,209
Change-532 (-1%)
Value$1.8M (-$79.0K)
Filed 2026-10-23
Cornerstone Advisory, LLC
INCREASED
Shares51,673 from 50,917
Change+756 (+1%)
Value$1.8M (-$31.6K)
Filed 2026-11-06
Paragon Advisors, LLC
UNCHANGED
Shares51,288 from 51,288
Change0 (0%)
Value$1.8M (-$59.0K)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares50,920 from 50,870
Change+50 (+0%)
Value$1.8M (-$56.7K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares50,893 from 50,722
Change+171 (+0%)
Value$1.8M (-$52.2K)
Filed 2026-10-27
Vise Technologies, Inc.
DECREASED
Shares50,781 from 51,215
Change-434 (-1%)
Value$1.8M (-$74.4K)
Filed 2026-10-29
Patten Group, Inc.
DECREASED
Shares50,745 from 54,067
Change-3,322 (-6%)
Value$1.8M (-$180.5K)
Filed 2026-10-26
Lifetime Wealth Management P.C.
DECREASED
Shares50,395 from 56,890
Change-6,495 (-11%)
Value$1.8M (-$296.7K)
Filed 2026-10-29
American Assets Investment Management, LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$1.8M (-$57.5K)
Filed 2026-10-30
Covenant Asset Management, LLC
DECREASED
Shares49,956 from 49,969
Change-13 (0%)
Value$1.8M (-$57.9K)
Filed 2026-10-14
Almanack Investment Partners, Llc.
INCREASED
Shares49,706 from 49,653
Change+53 (+0%)
Value$1.8M (-$55.2K)
Filed 2026-11-03
Kornitzer Capital Management Inc
UNCHANGED
Shares49,650 from 49,650
Change0 (0%)
Value$1.8M (-$57.1K)
Filed 2026-11-03
Cresta Advisors, Ltd.
INCREASED
Shares49,217 from 48,514
Change+703 (+1%)
Value$1.8M (-$30.8K)
Filed 2026-10-14
Moody National Bank Trust Division
INCREASED
Shares49,077 from 46,777
Change+2,300 (+5%)
Value$1.7M (+$28.1K)
Filed 2026-10-06
Dynamic Advisor Solutions LLC
DECREASED
Shares49,070 from 58,898
Change-9,828 (-17%)
Value$1.7M (-$417.7K)
Filed 2026-10-13
Avion Wealth
UNCHANGED
Shares47,669 from 47,669
Change0 (0%)
Value$1.7M (-$55.0K)
Filed 2026-11-04
Uptown Financial Advisors LLC
DECREASED
Shares47,658 from 48,051
Change-393 (-1%)
Value$1.7M (-$69.3K)
Filed 2026-10-15
StoneX Group Inc.
DECREASED
Shares47,144 from 51,917
Change-4,773 (-9%)
Value$1.7M (-$227.9K)
Filed 2026-11-03
E&G Advisors, LLC
INCREASED
Shares46,968 from 46,954
Change+14 (+0%)
Value$1.7M (-$51.1K)
Filed 2026-10-13
Capital City Trust Co
DECREASED
Shares46,735 from 46,900
Change-165 (0%)
Value$1.7M (-$59.8K)
Filed 2026-10-22
Obermeyer Wealth Partners
UNCHANGED
Shares46,716 from 46,716
Change0 (0%)
Value$1.7M (-$53.7K)
Filed 2026-10-21
Lmcg Investments, LLC
DECREASED
Shares46,523 from 47,834
Change-1,311 (-3%)
Value$1.7M (-$101.7K)
Filed 2026-10-21
BIP Wealth, LLC
DECREASED
Shares46,306 from 48,680
Change-2,374 (-5%)
Value$1.6M (-$140.5K)
Filed 2026-10-22
R.H. Dinel Investment Counsel, Inc.
DECREASED
Shares46,200 from 52,350
Change-6,150 (-12%)
Value$1.6M (-$279.2K)
Filed 2026-10-14
Quantum Private Wealth, LLC
INCREASED
Shares45,046 from 44,640
Change+406 (+1%)
Value$1.6M (-$36.9K)
Filed 2026-10-20
Ritholtz Wealth Management
DECREASED
Shares43,961 from 45,378
Change-1,417 (-3%)
Value$1.6M (-$102.6K)
Filed 2026-11-05
Founders Capital Management
INCREASED
Shares43,800 from 31,603
Change+12,197 (+39%)
Value$1.6M (+$398.0K)
Filed 2026-10-13
Axiom Investment Management LLC
UNCHANGED
Shares43,774 from 43,774
Change0 (0%)
Value$1.6M (-$50.3K)
Filed 2026-11-03
Pennsylvania Capital Management Inc
INCREASED
Shares43,695 from 43,335
Change+360 (+1%)
Value$1.6M (-$37.0K)
Filed 2026-11-05
Forum Financial Management, LP
INCREASED
Shares43,550 from 42,436
Change+1,114 (+3%)
Value$1.6M (-$9.1K)
Filed 2026-10-16
Destiny Wealth Partners, LLC
NEW
Shares43,400
Change+43,400
Value$1.6M
Filed 2026-11-05
Clarus Group, Inc.
DECREASED
Shares43,211 from 45,955
Change-2,744 (-6%)
Value$1.5M (-$150.6K)
Filed 2026-10-21
LVW Advisors, LLC
NEW
Shares42,688
Change+42,688
Value$1.5M
Filed 2026-10-19
Valley National Advisers Inc
DECREASED
Shares42,420 from 42,447
Change-27 (0%)
Value$1.5M (-$49.8K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED
Shares42,144 from 42,144
Change0 (0%)
Value$1.5M (-$48.5K)
Filed 2026-10-09
Apella Capital, LLC
INCREASED
Shares42,028 from 40,230
Change+1,798 (+4%)
Value$1.6M (+$37.0K)
Filed 2026-10-08
Albert D Mason Inc
INCREASED
Shares41,697 from 40,718
Change+979 (+2%)
Value$1.5M (-$12.0K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED
Shares41,460 from 42,473
Change-1,013 (-2%)
Value$1.5M (-$84.9K)
Filed 2026-10-08
International Assets Investment Management, LLC
INCREASED
Shares41,454 from 37,590
Change+3,864 (+10%)
Value$1.5M (+$105.9K)
Filed 2026-11-02
CMG Global Holdings, LLC
INCREASED
Shares40,993 from 40,963
Change+30 (+0%)
Value$1.5M (-$46.0K)
Filed 2026-10-14
Silver Lake Advisory, LLC
DECREASED
Shares40,866 from 40,936
Change-70 (0%)
Value$1.5M (-$49.6K)
Filed 2026-10-22
Platform Technology Partners
INCREASED
Shares40,497 from 40,492
Change+5 (+0%)
Value$1.4M (-$46.4K)
Filed 2026-11-02
Geneva Partners, LLC
UNCHANGED
Shares40,250 from 40,250
Change0 (0%)
Value$1.4M (-$46.3K)
Filed 2026-10-26
Russell Investments Group, Ltd.
INCREASED
Shares39,881 from 35,091
Change+4,790 (+14%)
Value$1.4M (+$130.2K)
Filed 2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares39,718 from 39,890
Change-172 (0%)
Value$1.4M (-$52.0K)
Filed 2026-11-04
American National Bank & Trust
UNCHANGED
Shares39,521 from 39,521
Change0 (0%)
Value$1.4M (-$45.4K)
Filed 2026-10-07
Jamison Private Wealth Management, Inc.
INCREASED
Shares39,110 from 39,047
Change+63 (+0%)
Value$1.4M (-$42.7K)
Filed 2026-10-14
Corda Investment Management, Llc.
INCREASED
Shares38,959 from 38,009
Change+950 (+3%)
Value$1.4M (-$9.9K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
INCREASED
Shares38,858 from 34,752
Change+4,106 (+12%)
Value$1.4M (+$106.2K)
Filed 2026-11-03
Overbrook Management Corp
UNCHANGED
Shares38,241 from 38,241
Change0 (0%)
Value$1.4M (-$44.0K)
Filed 2026-10-08
Neville Rodie & Shaw Inc
DECREASED
Shares38,116 from 38,228
Change-112 (0%)
Value$1.4K (-$49)
Filed 2026-10-05
Glenview Trust Co
DECREASED
Shares37,700 from 38,972
Change-1,272 (-3%)
Value$1.3M (-$90.1K)
Filed 2026-10-28
Hourglass Capital, LLC
UNCHANGED
Shares37,447 from 37,447
Change0 (0%)
Value$1.3M (-$43.1K)
Filed 2026-10-26
Ulrich Consultants & Investment Group, LLC
NEW
Shares36,926
Change+36,926
Value$1.3M
Filed 2026-10-13
Busey Bank
DECREASED
Shares36,902 from 38,295
Change-1,393 (-4%)
Value$1.3M (-$93.6K)
Filed 2026-10-26
McAdam, LLC
INCREASED
Shares36,505 from 35,302
Change+1,203 (+3%)
Value$1.3M (+$2.2K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares36,487
Change+36,487
Value$1.3K
Filed 2026-11-03
Oliver Luxxe Assets LLC
UNCHANGED
Shares36,331 from 36,331
Change0 (0%)
Value$1.3M (-$41.8K)
Filed 2026-10-14
Integrated Advisors Network LLC
DECREASED
Shares36,208 from 37,578
Change-1,370 (-4%)
Value$1.3M (-$92.0K)
Filed 2026-10-20
Basso Capital Management, L.P.
NEW
Shares35,860
Change+35,860
Value$1.3M
Filed 2026-10-30
Welch & Forbes LLC
INCREASED
Shares35,639 from 34,416
Change+1,223 (+4%)
Value$1.3M (+$4.0K)
Filed 2026-11-04
Tred Avon Family Wealth, LLC
DECREASED
Shares35,609 from 37,154
Change-1,545 (-4%)
Value$1.3M (-$97.7K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares35,570 from 47,100
Change-11,530 (-24%)
Value$1.3M (-$464.7K)
Filed 2026-10-15
Madden Securities Corp
DECREASED
Shares35,515 from 36,115
Change-600 (-2%)
Value$1.3M (-$62.9K)
Filed 2026-10-27
CWA Asset Management Group, LLC
INCREASED
Shares35,476 from 33,093
Change+2,383 (+7%)
Value$1.3M (+$46.8K)
Filed 2026-10-19
Indivisible Partners
DECREASED
Shares35,277 from 128,249
Change-92,972 (-72%)
Value$1.3M (-$3.5M)
Filed 2026-10-26
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares35,261 from 35,261
Change0 (0%)
Value$1.3M (-$40.6K)
Filed 2026-10-13
Quad-Cities Investment Group, LLC
INCREASED
Shares35,205 from 34,980
Change+225 (+1%)
Value$1.3M (-$32.2K)
Filed 2026-10-16
Karras Company, Inc.
DECREASED
Shares35,113 from 36,344
Change-1,231 (-3%)
Value$1.3M (-$85.6K)
Filed 2026-10-16
SeaBridge Investment Advisors LLC
INCREASED
Shares34,810 from 34,610
Change+200 (+1%)
Value$1.2M (-$32.7K)
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares34,744 from 34,924
Change-180 (-1%)
Value$1.2M (-$46.6K)
Filed 2026-10-26
Simon Quick Advisors, LLC
INCREASED
Shares34,444 from 34,410
Change+34 (+0%)
Value$1.2M (-$38.4K)
Filed 2026-10-26
FSM Wealth Advisors, LLC
DECREASED
Shares34,213 from 41,152
Change-6,939 (-17%)
Value$1.3M (-$255.4K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares33,619 from 35,270
Change-1,651 (-5%)
Value$1.2M (-$99.3K)
Filed 2026-10-23
Stockman Wealth Management, Inc.
INCREASED
Shares33,522 from 32,622
Change+900 (+3%)
Value$1.2M (-$5.5K)
Filed 2026-10-27
Aull & Monroe Investment Management Corp
UNCHANGED
Shares33,031 from 33,031
Change0 (0%)
Value$1.2M (-$38.0K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares32,717 from 29,588
Change+3,129 (+11%)
Value$1.2M (+$77.0K)
Filed 2026-10-26
NTV Asset Management LLC
DECREASED
Shares32,664 from 33,664
Change-1,000 (-3%)
Value$1.2M (-$74.3K)
Filed 2026-10-23
Whitener Capital Management, Inc.
DECREASED
Shares32,594 from 33,398
Change-804 (-2%)
Value$1.2M (-$67.1K)
Filed 2026-10-15
Claro Advisors Inc.
DECREASED
Shares32,564 from 33,354
Change-790 (-2%)
Value$1.2M (-$66.5K)
Filed 2026-11-02
Stablepoint Partners, LLC
DECREASED
Shares32,111 from 32,265
Change-154 (0%)
Value$1.1M (-$42.6K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED
Shares32,099 from 31,821
Change+278 (+1%)
Value$1.1M (-$26.7K)
Filed 2026-10-14
Diversified Trust Co
DECREASED
Shares32,089 from 33,474
Change-1,385 (-4%)
Value$1.1M (-$87.8K)
Filed 2026-11-06
Griffin Asset Management, Inc.
INCREASED
Shares32,073 from 31,999
Change+74 (+0%)
Value$1.1M (-$34.2K)
Filed 2026-10-22
Root Financial Partners, LLC
DECREASED
Shares31,366 from 31,633
Change-267 (-1%)
Value$1.1M (-$45.9K)
Filed 2026-10-21
JBR Co Financial Management Inc
UNCHANGED
Shares31,025 from 31,025
Change0 (0%)
Value$1.1M (-$7.4K)
Filed 2026-10-13
Hartford Financial Management Inc.
UNCHANGED
Shares30,745 from 30,745
Change0 (0%)
Value$1.1M (-$35.4K)
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares30,693 from 29,285
Change+1,408 (+5%)
Value$1.1M (+$16.5K)
Filed 2026-10-14
Hilltop National Bank
DECREASED
Shares30,397 from 30,797
Change-400 (-1%)
Value$1.1M (-$49.7K)
Filed 2026-10-14
Prairie Advisory, LLC
INCREASED
Shares30,224 from 15,450
Change+14,774 (+96%)
Value$1.1M (+$508.4K)
Filed 2026-10-19
Vista Investment Partners LLC
UNCHANGED
Shares30,097 from 30,097
Change0 (0%)
Value$1.1M (-$34.6K)
Filed 2026-10-08
Rockwood Wealth Management, LLC
DECREASED
Shares30,026 from 30,117
Change-91 (0%)
Value$1.1M (-$37.9K)
Filed 2026-10-27
Advisor OS, LLC
INCREASED
Shares29,938 from 29,905
Change+33 (+0%)
Value$1.1M (-$33.2K)
Filed 2026-11-03
Northeast Investment Management
INCREASED
Shares29,476 from 26,849
Change+2,627 (+10%)
Value$1.0M (+$62.7K)
Filed 2026-10-30
Naples Global Advisors, LLC
INCREASED
Shares29,473 from 28,684
Change+789 (+3%)
Value$1.0M (-$4.9K)
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
INCREASED
Shares29,132 from 26,744
Change+2,388 (+9%)
Value$1.0M (+$54.3K)
Filed 2026-10-16
Citizens Financial Group Inc
INCREASED
Shares29,053 from 26,923
Change+2,130 (+8%)
Value$1.0M (+$44.9K)
Filed 2026-10-23
AMI Investment Management Inc
UNCHANGED
Shares28,947 from 28,947
Change0 (0%)
Value$1.0M (-$33.3K)
Filed 2026-10-27
Plan Group Financial, LLC
DECREASED
Shares28,917 from 40,643
Change-11,726 (-29%)
Value$1.1M (-$424.7K)
Filed 2026-10-22
Granville Capital, Inc.
UNCHANGED
Shares27,978 from 27,978
Change0 (0%)
Value$996.3K (-$32.2K)
Filed 2026-11-05
Fisher Asset Management, LLC
INCREASED
Shares27,803 from 22,735
Change+5,068 (+22%)
Value$990.1K (+$154.3K)
Filed 2026-11-06
10Elms LLP
UNCHANGED
Shares27,695 from 27,695
Change0 (0%)
Value$986.2K (-$31.8K)
Filed 2026-11-06
Curated Wealth Partners LLC
UNCHANGED
Shares27,670 from 27,670
Change0 (0%)
Value$985.3K (-$31.8K)
Filed 2026-10-15
Olistico Wealth, LLC
UNCHANGED
Shares27,442 from 27,442
Change0 (0%)
Value$977.2K (-$31.6K)
Filed 2026-10-05
Crumly & Associates Inc.
DECREASED
Shares27,346 from 33,637
Change-6,291 (-19%)
Value$973.8K (-$262.7K)
Filed 2026-10-07
Uhlmann Price Securities, LLC
DECREASED
Shares27,191 from 27,610
Change-419 (-2%)
Value$968.2K (-$46.7K)
Filed 2026-11-03
Home Federal Bank of Tennessee
DECREASED
Shares27,175 from 27,260
Change-85 (0%)
Value$967.7K (-$34.4K)
Filed 2026-10-15
Searle & Co.
DECREASED
Shares26,903 from 28,903
Change-2,000 (-7%)
Value$958.0K (-$104.5K)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares26,711 from 25,786
Change+925 (+4%)
Value$951.2K (+$3.3K)
Filed 2026-10-30
Delta Financial Advisors LLC
UNCHANGED
Shares26,682 from 26,682
Change0 (0%)
Value$950.1K (-$30.7K)
Filed 2026-10-27
MCF Advisors LLC
DECREASED
Shares26,669 from 31,648
Change-4,979 (-16%)
Value$949.7K (-$213.7K)
Filed 2026-10-28
Virtue Capital Management, LLC
UNCHANGED
Shares26,560 from 26,560
Change0 (0%)
Value$945.8K (-$30.5K)
Filed 2026-10-29
Hardy Reed LLC
UNCHANGED
Shares26,456 from 26,456
Change0 (0%)
Value$942.1K (-$30.4K)
Filed 2026-11-06
Sage Investment Counsel LLC
INCREASED
Shares26,404 from 26,372
Change+32 (+0%)
Value$940.2K (-$29.2K)
Filed 2026-10-26
Apollon Financial, LLC
INCREASED
Shares26,356 from 26,261
Change+95 (+0%)
Value$938.5K (-$26.8K)
Filed 2026-10-23
Chicago Capital, LLC
INCREASED
Shares26,278 from 26,178
Change+100 (+0%)
Value$935.8K (-$26.5K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares26,120 from 29,695
Change-3,575 (-12%)
Value$930.1K (-$161.5K)
Filed 2026-10-26
Asset Allocation Strategies LLC
INCREASED
Shares26,077 from 25,359
Change+718 (+3%)
Value$928.6K (-$3.6K)
Filed 2026-10-20
Waters Parkerson & Co., LLC
DECREASED
Shares26,042 from 27,518
Change-1,476 (-5%)
Value$927.4K (-$84.2K)
Filed 2026-11-04
Wedmont Private Capital
DECREASED
Shares26,029 from 27,771
Change-1,742 (-6%)
Value$956.6K (-$78.4K)
Filed 2026-10-09
Atria Investments, Inc
DECREASED
Shares25,950 from 26,085
Change-135 (-1%)
Value$924.1K (-$34.8K)
Filed 2026-10-15
Tranquility Partners, LLC
INCREASED
Shares25,924 from 24,647
Change+1,277 (+5%)
Value$923.2K (+$17.1K)
Filed 2026-10-20
Allen Capital Group, LLC
INCREASED
Shares25,816 from 25,446
Change+370 (+1%)
Value$919.3K (-$16.1K)
Filed 2026-10-27
Lakewood Asset Management LLC
DECREASED
Shares25,764 from 29,347
Change-3,583 (-12%)
Value$917.5K (-$161.4K)
Filed 2026-10-26
Manske Wealth Management
INCREASED
Shares25,702 from 25,699
Change+3 (+0%)
Value$915.2K (-$29.5K)
Filed 2026-10-26
Lavelle Capital LP
INCREASED
Shares25,547 from 25,462
Change+85 (+0%)
Value$909.7K (-$26.3K)
Filed 2026-11-03
Register Financial Advisors LLC
INCREASED
Shares25,535 from 25,510
Change+25 (+0%)
Value$909.3K (-$28.4K)
Filed 2026-10-23
Central Trust Co
DECREASED
Shares25,375 from 25,409
Change-34 (0%)
Value$903.6K (-$30.4K)
Filed 2026-11-05
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares25,256 from 25,356
Change-100 (0%)
Value$899.4K (-$32.7K)
Filed 2026-10-16
Sunbeam Capital Management, LLC
INCREASED
Shares25,172 from 25,153
Change+19 (+0%)
Value$896.4K (-$28.3K)
Filed 2026-11-05
Occidental Asset Management, LLC
UNCHANGED
Shares25,070 from 25,070
Change0 (0%)
Value$892.7K (-$28.8K)
Filed 2026-11-05
Associated Banc-Corp
UNCHANGED
Shares24,968 from 24,968
Change0 (0%)
Value$889.1K (-$28.7K)
Filed 2026-10-30
Tactive Advisors, LLC
INCREASED
Shares24,932 from 24,407
Change+525 (+2%)
Value$887.8K (-$9.4K)
Filed 2026-10-08
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares24,874 from 24,874
Change0 (0%)
Value$885.7K (-$28.6K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares24,727 from 30,602
Change-5,875 (-19%)
Value$880.5K (-$244.4K)
Filed 2026-10-22
Morton Capital Management LLC
INCREASED
Shares24,608 from 24,397
Change+211 (+1%)
Value$876.3K (-$20.5K)
Filed 2026-10-23
TT Capital Management LLC
INCREASED
Shares24,578 from 20,137
Change+4,441 (+22%)
Value$875.2K (+$135.0K)
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
INCREASED
Shares24,541 from 22,741
Change+1,800 (+8%)
Value$873.9K (+$37.9K)
Filed 2026-10-13
Burney Co/
DECREASED
Shares24,226 from 24,250
Change-24 (0%)
Value$862.7K (-$28.7K)
Filed 2026-10-15
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares24,127 from 24,127
Change0 (0%)
Value$859.2K (-$27.7K)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares23,350 from 26,744
Change-3,394 (-13%)
Value$831.5K (-$151.6K)
Filed 2026-10-28
Balentine LLC
UNCHANGED
Shares23,249 from 23,249
Change0 (0%)
Value$827.9K (-$26.7K)
Filed 2026-11-03
Rede Wealth, LLC
DECREASED
Shares23,185 from 23,262
Change-77 (0%)
Value$825.6K (-$29.5K)
Filed 2026-10-22
White Pine Investment Co
UNCHANGED
Shares23,080 from 23,080
Change0 (0%)
Value$822.0K (-$26.0K)
Filed 2026-10-15
Steele Capital Management, Inc.
UNCHANGED
Shares22,822 from 22,822
Change0 (0%)
Value$812.7K (-$26.2K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares22,776 from 26,050
Change-3,274 (-13%)
Value$811.1K (-$146.5K)
Filed 2026-10-07
Stokes Capital Advisors, LLC
UNCHANGED
Shares22,668 from 22,668
Change0 (0%)
Value$807.2K (-$26.1K)
Filed 2026-10-09
Novem Group
DECREASED
Shares22,635 from 22,672
Change-37 (0%)
Value$806.0K (-$27.4K)
Filed 2026-10-19
Merrion Investment Management Co, LLC
DECREASED
Shares22,624 from 22,714
Change-90 (0%)
Value$805.6K (-$29.3K)
Filed 2026-10-16
Asset Dedication, LLC
DECREASED
Shares22,540 from 25,108
Change-2,568 (-10%)
Value$802.7K (-$120.3K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED
Shares22,471 from 22,372
Change+99 (+0%)
Value$800.2K (-$22.2K)
Filed 2026-10-20
Cascade Investment Advisors, Inc.
DECREASED
Shares22,426 from 22,826
Change-400 (-2%)
Value$798.6K (-$40.5K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
DECREASED
Shares22,336 from 23,816
Change-1,480 (-6%)
Value$795.4K (-$80.1K)
Filed 2026-10-22
Phraction Management LLC
UNCHANGED
Shares22,209 from 22,209
Change0 (0%)
Value$790.9K (-$25.5K)
Filed 2026-10-14
Maia Wealth LLC
INCREASED
Shares22,158 from 20,647
Change+1,511 (+7%)
Value$789.0K (+$30.1K)
Filed 2026-10-19
Powers Advisory Group, LLC
DECREASED
Shares21,988 from 23,485
Change-1,497 (-6%)
Value$783.0K (-$80.3K)
Filed 2026-10-14
Epiq Partners, LLC
UNCHANGED
Shares21,860 from 21,860
Change0 (0%)
Value$778.4K (-$25.1K)
Filed 2026-10-07
Aviance Capital Partners, LLC
UNCHANGED
Shares21,796 from 21,796
Change0 (0%)
Value$776.1K (-$25.1K)
Filed 2026-10-29
North Star Investment Management Corp.
UNCHANGED
Shares21,705 from 21,705
Change0 (0%)
Value$772.9K (-$25.0K)
Filed 2026-10-27
Archer Investment Corp
INCREASED
Shares21,702 from 21,701
Change+1 (0%)
Value$772.8K (-$24.9K)
Filed 2026-11-05
Evermay Wealth Management LLC
DECREASED
Shares21,690 from 23,445
Change-1,755 (-7%)
Value$772.4K (-$89.5K)
Filed 2026-11-05
Beam Wealth Advisors, Inc.
INCREASED
Shares21,549 from 21,522
Change+27 (+0%)
Value$767.4K (-$23.8K)
Filed 2026-11-03
Greenwood Gearhart LLC
DECREASED
Shares21,500 from 24,204
Change-2,704 (-11%)
Value$765.6K (-$124.1K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares21,467 from 30,265
Change-8,798 (-29%)
Value$764.4K (-$348.1K)
Filed 2026-11-04
MTM Investment Management, LLC
UNCHANGED
Shares21,459 from 21,459
Change0 (0%)
Value$764.2K (-$24.7K)
Filed 2026-10-30
RFG Advisory, LLC
DECREASED
Shares21,410 from 21,636
Change-226 (-1%)
Value$762.4K (-$32.9K)
Filed 2026-11-03
RFG Holdings, Inc.
INCREASED
Shares21,403 from 21,386
Change+17 (+0%)
Value$762.2K (-$24.0K)
Filed 2026-10-30
KCM Investment Advisors LLC
INCREASED
Shares21,370 from 21,326
Change+44 (+0%)
Value$761.0K (-$22.9K)
Filed 2026-10-27
Canton Hathaway, LLC
UNCHANGED
Shares21,350 from 21,350
Change0 (0%)
Value$760.3K (-$24.6K)
Filed 2026-10-23
Modera Wealth Management, LLC
DECREASED
Shares21,319 from 23,310
Change-1,991 (-9%)
Value$759.2K (-$97.7K)
Filed 2026-10-28
Koenig Investment Advisory, LLC
DECREASED
Shares21,218 from 22,193
Change-975 (-4%)
Value$755.6K (-$60.2K)
Filed 2026-10-09
Marietta Wealth Management, LLC
UNCHANGED
Shares21,208 from 21,208
Change0 (0%)
Value$759.0K (-$20.6K)
Filed 2026-10-22
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares21,200 from 21,200
Change0 (0%)
Value$754.9K (-$24.4K)
Filed 2026-10-20
Northern Financial Advisors Inc
DECREASED
Shares21,147 from 22,450
Change-1,303 (-6%)
Value$753.0K (-$72.2K)
Filed 2026-10-29
Diversify Advisory Services, LLC
DECREASED
Shares21,128 from 28,733
Change-7,605 (-26%)
Value$751.5K (-$343.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares21,128 from 28,733
Change-7,605 (-26%)
Value$751.5K (-$343.8K)
Filed 2026-10-20
Investors Research Corp
UNCHANGED
Shares21,121 from 21,121
Change0 (0%)
Value$752.1K (-$24.3K)
Filed 2026-10-07
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares21,089 from 21,089
Change0 (0%)
Value$751.0K (-$24.3K)
Filed 2026-11-02
Fortem Financial Group, LLC
DECREASED
Shares21,055 from 21,313
Change-258 (-1%)
Value$749.8K (-$33.7K)
Filed 2026-10-20
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares21,044 from 21,143
Change-99 (0%)
Value$749.4K (-$27.8K)
Filed 2026-10-07
Wealth Alliance Advisory Group, LLC
INCREASED
Shares21,028 from 20,000
Change+1,028 (+5%)
Value$748.8K (+$13.6K)
Filed 2026-10-14
Renasant Bank
DECREASED
Shares20,980 from 21,160
Change-180 (-1%)
Value$747.1K (-$30.7K)
Filed 2026-11-05
Kelsey Financial, LLC
UNCHANGED
Shares20,976 from 20,976
Change0 (0%)
Value$747.0K (-$24.1K)
Filed 2026-10-28
Brown Miller Wealth Management, LLC
INCREASED
Shares20,931 from 20,917
Change+14 (+0%)
Value$745.4K (-$23.6K)
Filed 2026-11-02
Sippican Capital Advisors
UNCHANGED
Shares20,860 from 20,860
Change0 (0%)
Value$742.8K (-$24.0K)
Filed 2026-10-23
Ellis Investment Partners, LLC
DECREASED
Shares20,832 from 21,130
Change-298 (-1%)
Value$741.8K (-$34.9K)
Filed 2026-10-21
Addis & Hill, Inc
UNCHANGED
Shares20,691 from 20,691
Change0 (0%)
Value$760.6K ($0)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares20,606
Change+20,606
Value$733.8K
Filed 2026-10-26
Foster Victor Wealth Advisors, LLC
INCREASED
Shares20,558 from 6,925
Change+13,633 (+197%)
Value$756.5K (+$495.2K)
Filed 2026-10-21
Walker Asset Management, LLC
INCREASED
Shares20,551 from 20,256
Change+295 (+1%)
Value$731.8K (-$12.8K)
Filed 2026-10-13
Firestone Capital Management
UNCHANGED
Shares20,407 from 20,407
Change0 (0%)
Value$726.7K (-$23.5K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares20,368 from 20,318
Change+50 (+0%)
Value$725.3K (-$21.6K)
Filed 2026-11-05
Clearwave Capital, LLC
INCREASED
Shares20,282 from 20,095
Change+187 (+1%)
Value$722.3K (-$16.4K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
DECREASED
Shares20,204 from 21,098
Change-894 (-4%)
Value$719.5K (-$56.1K)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
DECREASED
Shares20,150 from 23,676
Change-3,526 (-15%)
Value$717.5K (-$152.8K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares20,075 from 7,673
Change+12,402 (+162%)
Value$714.9K (+$432.8K)
Filed 2026-10-21
Liberty Capital Management, Inc.
UNCHANGED
Shares20,054 from 20,054
Change0 (0%)
Value$714.1K (-$23.1K)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
INCREASED
Shares20,030 from 19,500
Change+530 (+3%)
Value$713.3K (-$3.6K)
Filed 2026-10-16
TopTier Wealth Management, LLC
INCREASED
Shares19,891 from 19,778
Change+113 (+1%)
Value$708.3K (-$18.7K)
Filed 2026-10-16
United Asset Strategies, Inc.
INCREASED
Shares19,737 from 19,490
Change+247 (+1%)
Value$702.9K (-$13.6K)
Filed 2026-10-28
Fortitude Advisory Group L.L.C.
INCREASED
Shares19,705 from 18,730
Change+975 (+5%)
Value$701.7K (+$13.2K)
Filed 2026-10-15
Allen Wealth Management, LLC
UNCHANGED
Shares19,669 from 19,669
Change0 (0%)
Value$700.4K (-$22.6K)
Filed 2026-10-29
Sepio Capital, LP
NEW
Shares19,667
Change+19,667
Value$700.3K
Filed 2026-10-22
Carnegie Investment Counsel
DECREASED
Shares19,417 from 24,308
Change-4,891 (-20%)
Value$691.4K (-$202.1K)
Filed 2026-10-20
Romano Brothers and Company
UNCHANGED
Shares19,364 from 19,364
Change0 (0%)
Value$689.6K (-$22.3K)
Filed 2026-10-22
Wealthstar Advisors, LLC
INCREASED
Shares19,276 from 17,360
Change+1,916 (+11%)
Value$686.4K (+$48.3K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares19,113 from 21,839
Change-2,726 (-12%)
Value$680.6K (-$122.2K)
Filed 2026-10-23
Personal CFO Solutions, LLC
INCREASED
Shares19,052 from 18,855
Change+197 (+1%)
Value$678.4K (-$14.7K)
Filed 2026-11-06
Wesbanco Bank Inc
DECREASED
Shares19,036 from 32,815
Change-13,779 (-42%)
Value$677.9K (-$528.4K)
Filed 2026-11-04
Millennium Capital Advisors, LLC
INCREASED
Shares19,006 from 18,932
Change+74 (+0%)
Value$676.8K (-$19.1K)
Filed 2026-10-16
Castleview Partners, LLC
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$676.6K (-$21.9K)
Filed 2026-10-09
Allen Investment Management, LLC
UNCHANGED
Shares18,987 from 18,987
Change0 (0%)
Value$676.1K (-$21.8K)
Filed 2026-11-03
Florida Trust Wealth Management Co
INCREASED
Shares18,958 from 17,580
Change+1,378 (+8%)
Value$675.1K (+$28.9K)
Filed 2026-11-05
Principle Wealth Partners LLC
INCREASED
Shares18,819 from 18,016
Change+803 (+4%)
Value$670.1K (+$7.9K)
Filed 2026-11-02
Heritage Investors Management Corp
UNCHANGED
Shares18,800 from 18,800
Change0 (0%)
Value$669.0K (-$22.0K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares18,721 from 18,115
Change+606 (+3%)
Value$666.7K (+$759)
Filed 2026-10-20
Summit Investment Advisors, Inc.\KS
INCREASED
Shares18,700 from 18,400
Change+300 (+2%)
Value$665.9K (-$10.5K)
Filed 2026-11-05
Arbor Investment Advisors, LLC
INCREASED
Shares18,656 from 14,656
Change+4,000 (+27%)
Value$664.3K (+$125.6K)
Filed 2026-10-26
First Horizon Corp
INCREASED
Shares18,594 from 18,520
Change+74 (+0%)
Value$662.1K (-$18.7K)
Filed 2026-10-26
Midwest Trust Co
INCREASED
Shares18,588 from 15,658
Change+2,930 (+19%)
Value$661.9K (+$86.3K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares18,585 from 18,518
Change+67 (+0%)
Value$661.8K (-$18.9K)
Filed 2026-11-03
Summit Financial Wealth Advisors, LLC
INCREASED
Shares18,437 from 14,608
Change+3,829 (+26%)
Value$656.5K (+$119.5K)
Filed 2026-10-15
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares18,393 from 19,325
Change-932 (-5%)
Value$655.0K (-$55.4K)
Filed 2026-10-16
RDA Financial Network
DECREASED
Shares18,296 from 20,696
Change-2,400 (-12%)
Value$651.5K (-$109.3K)
Filed 2026-10-15
Smithbridge Asset Management Inc
DECREASED
Shares18,150 from 19,300
Change-1,150 (-6%)
Value$646.3K (-$63.1K)
Filed 2026-10-19
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares18,115 from 17,365
Change+750 (+4%)
Value$645.1K (+$6.7K)
Filed 2026-10-14
Somerset Trust Co
UNCHANGED
Shares18,035 from 18,035
Change0 (0%)
Value$642.2K (-$20.7K)
Filed 2026-10-13
Narwhal Capital Management
UNCHANGED
Shares17,950 from 17,950
Change0 (0%)
Value$639.2K (-$20.6K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares17,947 from 17,090
Change+857 (+5%)
Value$639.1K (+$10.9K)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED
Shares17,882 from 17,354
Change+528 (+3%)
Value$636.8K (-$1.2K)
Filed 2026-11-05
Schmidt P J Investment Management Inc
UNCHANGED
Shares17,760 from 17,760
Change0 (0%)
Value$632.4K (-$20.4K)
Filed 2026-11-02
Van Cleef Asset Management,Inc
UNCHANGED
Shares17,750 from 17,750
Change0 (0%)
Value$632.1K (-$20.4K)
Filed 2026-10-20
Fourpath Capital Management, LLC
INCREASED
Shares17,703 from 17,124
Change+579 (+3%)
Value$630.4K (+$926)
Filed 2026-10-19
Old North State Wealth Management, LLC
DECREASED
Shares17,494 from 18,078
Change-584 (-3%)
Value$623.1K (-$41.6K)
Filed 2026-10-22
Everhart Financial Group, Inc.
INCREASED
Shares17,285 from 6,772
Change+10,513 (+155%)
Value$615.5K (+$366.6K)
Filed 2026-10-08
Signal Advisors Wealth, LLC
INCREASED
Shares17,211 from 16,090
Change+1,121 (+7%)
Value$612.9K (+$21.4K)
Filed 2026-10-13
Salvus Wealth Management, LLC
INCREASED
Shares17,070 from 17,068
Change+2 (+0%)
Value$607.9K (-$19.5K)
Filed 2026-10-13
Gould Asset Management LLC
DECREASED
Shares17,054 from 17,274
Change-220 (-1%)
Value$607.3K (-$27.7K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares16,986 from 13,908
Change+3,078 (+22%)
Value$604.9K (+$93.6K)
Filed 2026-10-27
Weinberger Asset Management, Inc
UNCHANGED
Shares16,900 from 16,900
Change0 (0%)
Value$601.8K (-$41.2K)
Filed 2026-10-28
Collaborative Capital Advisors LLC
UNCHANGED
Shares16,770 from 16,770
Change0 (0%)
Value$597.2K (-$19.3K)
Filed 2026-11-06
Verus Capital Partners, LLC
DECREASED
Shares16,762 from 21,798
Change-5,036 (-23%)
Value$596.9K (-$204.4K)
Filed 2026-11-03
TritonPoint Partners, LLC
DECREASED
Shares16,485 from 71,073
Change-54,588 (-77%)
Value$587.0K (-$2.0M)
Filed 2026-11-05
Fulcrum Asset Management LLP
DECREASED
Shares16,466 from 16,859
Change-393 (-2%)
Value$593.1K (-$24.9K)
Filed 2026-11-04
Investors Asset Management of Georgia Inc
INCREASED
Shares16,391 from 15,285
Change+1,106 (+7%)
Value$583.7K (+$21.8K)
Filed 2026-10-20
Verdence Capital Advisors LLC
INCREASED
Shares16,308 from 15,421
Change+887 (+6%)
Value$580.7K (+$13.8K)
Filed 2026-10-26
Next Level Private LLC
INCREASED
Shares16,256 from 16,036
Change+220 (+1%)
Value$578.9K (-$10.6K)
Filed 2026-10-20
Advisor Resource Council
DECREASED
Shares16,167 from 26,375
Change-10,208 (-39%)
Value$594.9K (-$367.0K)
Filed 2026-11-05
Annex Advisory Services, LLC
INCREASED
Shares16,157 from 9,811
Change+6,346 (+65%)
Value$575.4K (+$214.7K)
Filed 2026-10-16
Patriot Investment Management Group, Inc.
UNCHANGED
Shares16,126 from 16,126
Change0 (0%)
Value$574.3K (-$18.5K)
Filed 2026-10-15
Advus Financial Partners, LLC
UNCHANGED
Shares16,097 from 16,097
Change0 (0%)
Value$573.2K (-$18.5K)
Filed 2026-10-20
Leading Edge Financial Planning LLC
DECREASED
Shares16,076 from 16,730
Change-654 (-4%)
Value$572.5K (-$42.5K)
Filed 2026-10-23
HBK Sorce Advisory LLC
INCREASED
Shares16,036 from 15,067
Change+969 (+6%)
Value$587.2K (+$18.9K)
Filed 2026-11-06
Creekside Partners
UNCHANGED
Shares15,980 from 15,980
Change0 (0%)
Value$569.0K (-$18.4K)
Filed 2026-11-04
Meridian Wealth Management, LLC
UNCHANGED
Shares15,973 from 15,973
Change0 (0%)
Value$568.8K (-$18.4K)
Filed 2026-11-05
Sound Income Strategies, LLC
DECREASED
Shares15,940 from 16,072
Change-132 (-1%)
Value$585.8K (-$5.0K)
Filed 2026-10-09
Thompson Investment Management, Inc.
UNCHANGED
Shares15,916 from 15,916
Change0 (0%)
Value$566.8K (-$18.3K)
Filed 2026-10-14
Valued Retirements, Inc.
UNCHANGED
Shares15,890 from 15,890
Change0 (0%)
Value$565.8K (-$18.3K)
Filed 2026-11-06
First City Capital Management, Inc.
UNCHANGED
Shares15,841 from 15,841
Change0 (0%)
Value$564.1K (-$18.2K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares15,816 from 14,884
Change+932 (+6%)
Value$563.2K (+$16.1K)
Filed 2026-10-13
Thomas Story & SON LLC
INCREASED
Shares15,655 from 6,075
Change+9,580 (+158%)
Value$557.5K (+$334.2K)
Filed 2026-10-13
Encompass Wealth Advisors, LLC
INCREASED
Shares15,644 from 7,822
Change+7,822 (+100%)
Value$557.1K (+$269.5K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED
Shares15,597 from 15,497
Change+100 (+1%)
Value$555.4K (-$14.3K)
Filed 2026-10-29
Summa Corp.
UNCHANGED
Shares15,500 from 15,500
Change0 (0%)
Value$552.0K (-$17.8K)
Filed 2026-10-30
PMG Family Office LLC
UNCHANGED
Shares15,459 from 15,459
Change0 (0%)
Value$550.5K (-$17.8K)
Filed 2026-10-19
Reynders McVeigh Capital Management, LLC
UNCHANGED
Shares15,371 from 15,371
Change0 (0%)
Value$547.4K (-$17.6K)
Filed 2026-10-30
Fermata Advisors, LLC
DECREASED
Shares15,369 from 15,532
Change-163 (-1%)
Value$547.3K (-$23.7K)
Filed 2026-10-13
Clark Financial Services Group Inc
INCREASED
Shares15,304 from 13,173
Change+2,131 (+16%)
Value$545.0K (+$60.7K)
Filed 2026-10-19
Davis Investment Partners, LLC
DECREASED
Shares15,218 from 16,146
Change-928 (-6%)
Value$541.9K (-$51.6K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares15,069 from 13,867
Change+1,202 (+9%)
Value$536.6K (+$26.9K)
Filed 2026-11-04
TFB Advisors LLC
DECREASED
Shares15,067 from 15,217
Change-150 (-1%)
Value$536.5K (-$22.8K)
Filed 2026-11-02
Trek Financial, LLC
INCREASED
Shares15,004 from 13,534
Change+1,470 (+11%)
Value$534.3K (+$36.8K)
Filed 2026-10-29
Paragon Capital Management Ltd
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$534.2K (-$17.3K)
Filed 2026-10-09
Kathmere Capital Management, LLC
DECREASED
Shares14,957 from 14,962
Change-5 (0%)
Value$532.6K (-$17.4K)
Filed 2026-10-20
Fairman Group, LLC
UNCHANGED
Shares14,885 from 14,885
Change0 (0%)
Value$530.1K (-$17.1K)
Filed 2026-10-26
Avior Wealth Management, LLC
INCREASED
Shares14,812 from 13,225
Change+1,587 (+12%)
Value$527.5K (+$41.3K)
Filed 2026-10-13
MV Capital Management, Inc.
INCREASED
Shares14,758 from 14,727
Change+31 (+0%)
Value$525.5K (-$15.8K)
Filed 2026-10-29
Collaborative Wealth Managment Inc.
UNCHANGED
Shares14,645 from 14,645
Change0 (0%)
Value$521.5K (-$16.8K)
Filed 2026-11-06
Westover Capital Advisors, LLC
UNCHANGED
Shares14,620 from 14,620
Change0 (0%)
Value$520.6K (-$16.8K)
Filed 2026-10-26
CRA Financial Services, LLC
INCREASED
Shares14,585 from 14,503
Change+82 (+1%)
Value$519.4K (-$13.8K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares14,523 from 12,427
Change+2,096 (+17%)
Value$517.2K (+$60.4K)
Filed 2026-10-29
Cerro Pacific Wealth Advisors LLC
UNCHANGED
Shares14,505 from 14,505
Change0 (0%)
Value$516.5K (-$16.7K)
Filed 2026-10-22
HBW Advisory Services LLC
DECREASED
Shares14,395 from 16,705
Change-2,310 (-14%)
Value$512.6K (-$101.5K)
Filed 2026-10-15
Soltis Investment Advisors LLC
INCREASED
Shares14,321 from 14,202
Change+119 (+1%)
Value$510.0K (-$12.1K)
Filed 2026-10-28
McElhenny Sheffield Capital Management, LLC
UNCHANGED
Shares14,296 from 14,296
Change0 (0%)
Value$509.1K (-$16.4K)
Filed 2026-11-06
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares14,247 from 14,260
Change-13 (0%)
Value$507.3K (-$16.9K)
Filed 2026-10-19
Formidable Asset Management, LLC
INCREASED
Shares14,143 from 14,093
Change+50 (+0%)
Value$519.9K (-$13.4K)
Filed 2026-11-03
Uptick Partners, LLC
INCREASED
Shares14,088 from 13,957
Change+131 (+1%)
Value$501.7K (-$11.4K)
Filed 2026-11-04
Shepherd Financial Partners LLC
INCREASED
Shares14,064 from 14,030
Change+34 (+0%)
Value$500.8K (-$14.9K)
Filed 2026-11-03
SeedSafe Financial LLC
INCREASED
Shares14,061 from 12,461
Change+1,600 (+13%)
Value$500.7K (+$42.6K)
Filed 2026-11-02
Keudell ison Wealth Management
DECREASED
Shares13,989 from 14,076
Change-87 (-1%)
Value$498.2K (-$19.3K)
Filed 2026-10-16
Vaquero Private Wealth, LTD
UNCHANGED
Shares13,975 from 13,975
Change0 (0%)
Value$497.7K (-$16.1K)
Filed 2026-10-27
Chapin Davis, Inc.
UNCHANGED
Shares13,862 from 13,862
Change0 (0%)
Value$493.6K (-$15.9K)
Filed 2026-10-09
First Trust Capital Management L.P.
INCREASED
Shares13,847 from 6,337
Change+7,510 (+119%)
Value$493.1K (+$260.2K)
Filed 2026-11-06
1620 Investment Advisors, Inc.
INCREASED
Shares13,830 from 13,502
Change+328 (+2%)
Value$492.5K (-$3.9K)
Filed 2026-11-04
AA Financial Advisors, LLC
INCREASED
Shares13,745 from 13,732
Change+13 (+0%)
Value$489.5K (-$15.3K)
Filed 2026-10-19
TBH Global Asset Management, LLC
DECREASED
Shares13,688 from 23,688
Change-10,000 (-42%)
Value$487.4K (-$383.3K)
Filed 2026-11-03
Keystone Wealth Services, LLC
INCREASED
Shares13,669 from 13,525
Change+144 (+1%)
Value$492.4K (-$4.8K)
Filed 2026-11-03
Coquina Private Wealth LLC
INCREASED
Shares13,607 from 13,500
Change+107 (+1%)
Value$484.5K (-$11.7K)
Filed 2026-10-27
Patten & Patten Inc
DECREASED
Shares13,557 from 14,193
Change-636 (-4%)
Value$482.8K (-$39.0K)
Filed 2026-10-26
Advisors Management Group Inc
UNCHANGED
Shares13,528 from 13,528
Change0 (0%)
Value$481.0K (-$16.0K)
Filed 2026-11-05
Wealth Dimensions Group, Ltd.
DECREASED
Shares13,415 from 13,539
Change-124 (-1%)
Value$477.7K (-$20.0K)
Filed 2026-11-02
Citizens National Bank Trust Department
UNCHANGED
Shares13,382 from 13,382
Change0 (0%)
Value$476.5K (-$15.4K)
Filed 2026-11-04
Advisory Advocates, LLC
DECREASED
Shares13,340 from 14,092
Change-752 (-5%)
Value$475.0K (-$43.0K)
Filed 2026-11-05
Jeppson Wealth Management, LLC
UNCHANGED
Shares13,300 from 13,300
Change0 (0%)
Value$473.6K (-$15.3K)
Filed 2026-10-20
Rossmore Private Capital
UNCHANGED
Shares13,300 from 13,300
Change0 (0%)
Value$473.6K (-$15.3K)
Filed 2026-10-27
Caldwell Trust Co
DECREASED
Shares13,289 from 13,290
Change-1 (0%)
Value$473.2K (-$15.3K)
Filed 2026-10-30
Artesa Financial Group, LLC
DECREASED
Shares13,267 from 15,691
Change-2,424 (-15%)
Value$472.4K (-$104.4K)
Filed 2026-10-29
Rhodes Investment Advisors Inc
DECREASED
Shares13,265 from 13,565
Change-300 (-2%)
Value$472.4K (-$26.3K)
Filed 2026-10-07
Anchyra Partners LLC
INCREASED
Shares13,200 from 11,400
Change+1,800 (+16%)
Value$470.1K (+$51.0K)
Filed 2026-10-13
Woodward Diversified Capital, LLC
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$466.5K (-$15.1K)
Filed 2026-10-21
Bayban
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$481.6K ($0)
Filed 2026-11-05
NBT Bank, N.A.
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$466.5K (-$15.1K)
Filed 2026-10-21
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares13,060 from 13,060
Change0 (0%)
Value$465.1K (-$15.0K)
Filed 2026-11-03
Summit Asset Management, LLC
UNCHANGED
Shares13,054 from 13,054
Change0 (0%)
Value$464.9K (-$15.0K)
Filed 2026-11-05
Colonial River Investments, LLC
DECREASED
Shares13,046 from 13,436
Change-390 (-3%)
Value$464.6K (-$29.3K)
Filed 2026-10-19
Rare Wolf Capital LLC
DECREASED
Shares13,020 from 13,277
Change-257 (-2%)
Value$463.6K (-$24.4K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares13,001 from 13,001
Change0 (0%)
Value$463.0K (-$15.0K)
Filed 2026-10-13
Douglas Lane & Associates, LLC
DECREASED
Shares12,954 from 13,442
Change-488 (-4%)
Value$461.3K (-$32.8K)
Filed 2026-10-09
Purkiss Capital Advisors LLC
INCREASED
Shares12,905 from 12,849
Change+56 (+0%)
Value$459.5K (-$12.8K)
Filed 2026-11-06
Armstrong Advisory Group, Inc
INCREASED
Shares12,830 from 12,749
Change+81 (+1%)
Value$456.9K (-$11.7K)
Filed 2026-10-09
Pflug Koory, LLC
UNCHANGED
Shares12,796 from 12,796
Change0 (0%)
Value$455.7K (-$14.7K)
Filed 2026-10-26
Royal Harbor Partners, LLC
UNCHANGED
Shares12,686 from 12,686
Change0 (0%)
Value$451.7K (-$14.6K)
Filed 2026-10-29
Patrick M Sweeney & Associates, Inc
INCREASED
Shares12,669 from 12,660
Change+9 (+0%)
Value$451.2K (-$14.2K)
Filed 2026-10-22
Silverlake Wealth Management LLC
INCREASED
Shares12,646 from 12,638
Change+8 (+0%)
Value$450.3K (-$14.2K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares12,521 from 8,477
Change+4,044 (+48%)
Value$445.9K (+$134.3K)
Filed 2026-11-04
Fiduciary Alliance LLC
DECREASED
Shares12,476 from 12,555
Change-79 (-1%)
Value$444.3K (-$17.2K)
Filed 2026-10-13
Auxano Advisors, LLC
DECREASED
Shares12,456 from 12,956
Change-500 (-4%)
Value$443.6K (-$32.7K)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares12,400 from 10,091
Change+2,309 (+23%)
Value$441.6K (+$70.6K)
Filed 2026-10-14
Sather Financial Group Inc
UNCHANGED
Shares12,313 from 12,313
Change0 (0%)
Value$438.5K (-$14.2K)
Filed 2026-10-30
Penobscot Investment Management Company, Inc.
INCREASED
Shares12,300 from 7,300
Change+5,000 (+68%)
Value$438.0K (+$169.7K)
Filed 2026-10-26
Summit Securities Group LLC
DECREASED
Shares12,200 from 22,700
Change-10,500 (-46%)
Value$434.4K (-$400.0K)
Filed 2026-11-05
Toth Financial Advisory Corp
INCREASED
Shares12,190 from 12,159
Change+31 (+0%)
Value$434.1K (-$12.9K)
Filed 2026-10-08
Csenge Advisory Group
INCREASED
Shares12,162 from 12,081
Change+81 (+1%)
Value$433.1K (-$11.0K)
Filed 2026-11-04
Sendero Wealth Management, LLC
INCREASED
Shares12,069 from 6,827
Change+5,242 (+77%)
Value$429.8K (+$178.8K)
Filed 2026-10-14
Welch Group, LLC
DECREASED
Shares12,042 from 12,242
Change-200 (-2%)
Value$428.8K (-$21.2K)
Filed 2026-10-29
WD Rutherford LLC
INCREASED
Shares12,040 from 10,770
Change+1,270 (+12%)
Value$428.7K (+$32.8K)
Filed 2026-10-26
First Heartland Consultants, Inc.
INCREASED
Shares12,033 from 11,920
Change+113 (+1%)
Value$428.5K (-$9.7K)
Filed 2026-10-08
FAI Advisors, Inc.
DECREASED
Shares11,950 from 11,958
Change-8 (0%)
Value$425.5K (-$14.0K)
Filed 2026-10-27
Outlook Wealth Advisors, LLC
INCREASED
Shares11,942 from 11,542
Change+400 (+3%)
Value$425.3K (+$971)
Filed 2026-10-28
Plancorp, LLC
INCREASED
Shares11,916 from 11,881
Change+35 (+0%)
Value$454.6K (-$564)
Filed 2026-11-03
Garton & Associates Financial Advisors LLC
INCREASED
Shares11,900 from 11,208
Change+692 (+6%)
Value$423.8K (+$11.8K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
INCREASED
Shares11,865 from 11,690
Change+175 (+2%)
Value$422.5K (-$7.2K)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares11,843 from 11,829
Change+14 (+0%)
Value$421.7K (-$13.1K)
Filed 2026-11-06
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares11,791 from 11,780
Change+11 (+0%)
Value$435.2K (+$5.6K)
Filed 2026-10-19
PDS Planning, Inc
INCREASED
Shares11,759 from 10,401
Change+1,358 (+13%)
Value$418.8K (+$36.4K)
Filed 2026-11-03
Purus Wealth Management, LLC
INCREASED
Shares11,712 from 11,053
Change+659 (+6%)
Value$417.1K (+$10.8K)
Filed 2026-10-15
Smith Salley Wealth Management
INCREASED
Shares11,688 from 6,974
Change+4,714 (+68%)
Value$416.2K (+$159.8K)
Filed 2026-11-03
Waldron Private Wealth LLC
INCREASED
Shares11,603 from 11,153
Change+450 (+4%)
Value$413.2K (+$3.2K)
Filed 2026-11-02
Townsend Asset Management Corp
INCREASED
Shares11,591 from 8,914
Change+2,677 (+30%)
Value$412.7K (+$85.1K)
Filed 2026-10-29
Strategic Advisors LLC
INCREASED
Shares11,567 from 10,829
Change+738 (+7%)
Value$411.9K (+$13.8K)
Filed 2026-10-13
Fjell Capital, LLC
INCREASED
Shares11,565 from 10,200
Change+1,365 (+13%)
Value$411.8K (+$36.9K)
Filed 2026-10-13
Penbrook Management LLC
UNCHANGED
Shares11,427 from 11,427
Change0 (0%)
Value$406.9K (-$13.1K)
Filed 2026-10-16
Attessa Capital LLC
UNCHANGED
Shares11,412 from 11,412
Change0 (0%)
Value$406.4K (-$13.1K)
Filed 2026-10-09
Kavar Capital Partners Group, LLC
INCREASED
Shares11,390 from 8,144
Change+3,246 (+40%)
Value$405.6K (+$106.2K)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
NEW
Shares11,223
Change+11,223
Value$403.6K
Filed 2026-11-04
Uniting Wealth Partners, LLC
INCREASED
Shares11,171 from 11,169
Change+2 (+0%)
Value$397.8K (-$12.8K)
Filed 2026-11-06
Channel Wealth LLC
UNCHANGED
Shares11,091 from 11,091
Change0 (0%)
Value$395.0K (-$12.8K)
Filed 2026-11-06
Zega Investments, LLC
DECREASED
Shares11,030 from 25,563
Change-14,533 (-57%)
Value$392.8K (-$546.9K)
Filed 2026-11-04
Ulland Investment Advisors, LLC
INCREASED
Shares11,000 from 10,600
Change+400 (+4%)
Value$392.0K (+$391.6K)
Filed 2026-10-13
Cottage Street Advisors LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$391.7K (-$12.7K)
Filed 2026-10-19
Abel Hall, LLC
DECREASED
Shares10,908 from 10,952
Change-44 (0%)
Value$388.4K (-$14.2K)
Filed 2026-10-19
Garrison Bradford & Associates Inc
UNCHANGED
Shares10,844 from 10,844
Change0 (0%)
Value$386.2K (-$12.5K)
Filed 2026-10-27
Forbes J M & Co LLP
INCREASED
Shares10,833 from 10,500
Change+333 (+3%)
Value$385.8K (-$217)
Filed 2026-10-16
Chapman Financial Group, LLC
UNCHANGED
Shares10,811 from 10,811
Change0 (0%)
Value$385.0K (-$12.4K)
Filed 2026-10-26
Clearstead Trust, LLC
DECREASED
Shares10,773 from 10,792
Change-19 (0%)
Value$383.6K (-$13.1K)
Filed 2026-11-06
Hudock, Inc.
INCREASED
Shares10,746 from 10,685
Change+61 (+1%)
Value$382.7K (-$10.1K)
Filed 2026-10-14
Consilium Wealth Advisory, LLC
UNCHANGED
Shares10,730 from 10,730
Change0 (0%)
Value$382.1K (-$12.3K)
Filed 2026-10-14
Challenger Wealth Management
INCREASED
Shares10,728 from 9,906
Change+822 (+8%)
Value$382.0K (+$17.9K)
Filed 2026-10-30
Traynor Capital Management, Inc.
DECREASED
Shares10,702 from 14,306
Change-3,604 (-25%)
Value$381.1K (-$144.8K)
Filed 2026-10-29
Wealth Effects LLC
UNCHANGED
Shares10,700 from 10,700
Change0 (0%)
Value$381.0K (-$12.3K)
Filed 2026-10-23
Garrett Wealth Advisory Group, LLC
INCREASED
Shares10,699 from 10,499
Change+200 (+2%)
Value$381.0K (-$5.0K)
Filed 2026-10-22
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares10,690 from 10,690
Change0 (0%)
Value$380.7K (-$12.3K)
Filed 2026-10-05
Conning Inc.
UNCHANGED
Shares10,640 from 10,640
Change0 (0%)
Value$378.9K (-$12.2K)
Filed 2026-10-27
Burford Brothers, Inc.
INCREASED
Shares10,609 from 10,559
Change+50 (+0%)
Value$377.8K (-$10.4K)
Filed 2026-10-21
Kelleher Financial Advisors
DECREASED
Shares10,553 from 14,553
Change-4,000 (-27%)
Value$375.8K (-$159.2K)
Filed 2026-10-30
Bull Street Advisors, LLC
UNCHANGED
Shares10,551 from 10,551
Change0 (0%)
Value$376.0K (-$12.0K)
Filed 2026-10-20
Southland Equity Partners LLC
INCREASED
Shares10,501 from 10,470
Change+31 (+0%)
Value$373.9K (-$10.9K)
Filed 2026-10-14
Belleair Asset Management, LLC
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$373.9K (-$12.1K)
Filed 2026-11-03
TMB Capital Partners, LLC
INCREASED
Shares10,459 from 10,397
Change+62 (+1%)
Value$372.4K (-$9.7K)
Filed 2026-10-20
Carret Asset Management, LLC
DECREASED
Shares10,459 from 10,491
Change-32 (0%)
Value$372.5K (-$13.2K)
Filed 2026-11-04
Investment Advisory Services Inc
INCREASED
Shares10,424 from 9,324
Change+1,100 (+12%)
Value$371.2K (+$28.4K)
Filed 2026-10-27
Pinnacle Financial Group, LLC / IL
INCREASED
Shares10,424 from 10,275
Change+149 (+1%)
Value$371.2K (-$6.5K)
Filed 2026-10-29
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares10,373 from 10,373
Change0 (0%)
Value$369.4K (-$11.9K)
Filed 2026-10-29
Raab & Moskowitz Asset Management LLC
INCREASED
Shares10,371 from 10,350
Change+21 (+0%)
Value$369.3K (-$11.2K)
Filed 2026-11-02
Atwood & Palmer Inc
INCREASED
Shares10,319 from 8,931
Change+1,388 (+16%)
Value$367.5K (+$39.2K)
Filed 2026-10-08
First Bancorp, Inc
UNCHANGED
Shares10,146 from 10,146
Change0 (0%)
Value$361.3K (-$11.7K)
Filed 2026-10-26
Boyer Financial Services, Inc.
UNCHANGED
Shares10,141 from 10,141
Change0 (0%)
Value$361.1K (-$11.6K)
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares10,100 from 10,100
Change0 (0%)
Value$359.7K (-$11.6K)
Filed 2026-10-21
First National Trust Co
INCREASED
Shares10,068 from 8,269
Change+1,799 (+22%)
Value$358.5K (+$54.6K)
Filed 2026-10-28
Calamos Wealth Management LLC
UNCHANGED
Shares10,034 from 10,034
Change0 (0%)
Value$357.3K (-$11.5K)
Filed 2026-11-02
Phillips Financial Management, LLC
UNCHANGED
Shares10,028 from 10,028
Change0 (0%)
Value$357.1K (-$11.5K)
Filed 2026-10-19
Commonwealth Retirement Investments LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$356.1K (-$11.5K)
Filed 2026-10-26
Compass Capital Management, Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$356.1K (-$11.5K)
Filed 2026-11-06
Ryan Investment Management, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$356.1K (-$11.5K)
Filed 2026-10-20
BancFirst Trust & Investment Management
DECREASED
Shares9,930 from 9,979
Change-49 (0%)
Value$357.7K (-$8.2K)
Filed 2026-10-30
Langley Wealth Management, LLC
DECREASED
Shares9,889 from 10,606
Change-717 (-7%)
Value$352.1K (-$37.7K)
Filed 2026-11-04
Mattern Wealth Management LLC
UNCHANGED
Shares9,888 from 9,888
Change0 (0%)
Value$352.1K (-$11.4K)
Filed 2026-11-04
Summit Financial Consulting LLC
UNCHANGED
Shares9,833 from 9,833
Change0 (0%)
Value$350.2K (-$11.3K)
Filed 2026-10-15
Farnam Financial LLC
UNCHANGED
Shares9,800 from 9,800
Change0 (0%)
Value$360.8K (+$588)
Filed 2026-10-21
Granite Group Advisors, LLC
DECREASED
Shares9,678 from 9,834
Change-156 (-2%)
Value$344.6K (-$16.9K)
Filed 2026-10-14
Winebrenner Capital Management LLC
DECREASED
Shares9,609 from 10,200
Change-591 (-6%)
Value$342.2K (-$32.8K)
Filed 2026-10-07
Axxcess Wealth Management, LLC
INCREASED
Shares9,562 from 5,740
Change+3,822 (+67%)
Value$340.5K (+$129.5K)
Filed 2026-10-21
JB Capital LLC
DECREASED
Shares9,555 from 21,203
Change-11,648 (-55%)
Value$340.2K (-$439.2K)
Filed 2026-10-19
Violich Capital Management, Inc.
UNCHANGED
Shares9,550 from 9,550
Change0 (0%)
Value$340.1K (-$11.0K)
Filed 2026-10-05
Duncker Streett & Co Inc
INCREASED
Shares9,453 from 8,938
Change+515 (+6%)
Value$336.6K (+$8.1K)
Filed 2026-10-27
SeaCrest Wealth Management, LLC
DECREASED
Shares9,369 from 11,816
Change-2,447 (-21%)
Value$333.6K (-$100.7K)
Filed 2026-10-21
Arista Wealth Management, LLC
INCREASED
Shares9,353 from 9,300
Change+53 (+1%)
Value$333.1K (-$8.8K)
Filed 2026-10-29
Freedom Financial Partners LLC
UNCHANGED
Shares9,340 from 9,340
Change0 (0%)
Value$332.6K (-$10.7K)
Filed 2026-10-19
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares9,336 from 9,282
Change+54 (+1%)
Value$332.5K (-$8.8K)
Filed 2026-10-22
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares9,315 from 9,315
Change0 (0%)
Value$331.7K (-$10.7K)
Filed 2026-10-16
KPP Advisory Services LLC
DECREASED
Shares9,301 from 10,423
Change-1,122 (-11%)
Value$331.2K (-$51.9K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED
Shares9,268 from 9,268
Change0 (0%)
Value$330.0K (-$10.7K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
UNCHANGED
Shares9,230 from 9,230
Change0 (0%)
Value$328.7K (-$10.6K)
Filed 2026-10-22
Hara Capital LLC
UNCHANGED
Shares9,225 from 9,225
Change0 (0%)
Value$328.5K (-$10.6K)
Filed 2026-10-30
Powell Investment Advisors, LLC
INCREASED
Shares9,218 from 9,086
Change+132 (+1%)
Value$328.3K (-$5.7K)
Filed 2026-10-22
Atlas Brown,Inc.
UNCHANGED
Shares9,212 from 9,212
Change0 (0%)
Value$328.0K (-$10.6K)
Filed 2026-10-09
Ejmk Ventures LLC
NEW
Shares9,151
Change+9,151
Value$325.9K
Filed 2026-10-21
Tempus Wealth Planning, LLC
DECREASED
Shares9,139 from 9,146
Change-7 (0%)
Value$325.4K (-$10.7K)
Filed 2026-10-14
Aspen Wealth Management LLC
NEW
Shares9,136
Change+9,136
Value$325.3K
Filed 2026-10-14
Emergent Wealth Advisors, LLC
UNCHANGED
Shares9,100 from 9,100
Change0 (0%)
Value$324.1K (-$10.5K)
Filed 2026-10-09
Compass Financial Management LLC
DECREASED
Shares9,073 from 9,948
Change-875 (-9%)
Value$323.1K (-$50.5K)
Filed 2026-10-30
Bank of New Hampshire
UNCHANGED
Shares9,035 from 9,035
Change0 (0%)
Value$321.7K (-$10.4K)
Filed 2026-10-06
Gruss & Co., LLC
DECREASED
Shares9,000 from 16,500
Change-7,500 (-45%)
Value$320.5K (-$286.1K)
Filed 2026-11-02
Archford Capital Strategies, LLC
UNCHANGED
Shares8,995 from 8,995
Change0 (0%)
Value$320.3K (-$10.3K)
Filed 2026-10-19
Enhancing Capital LLC
UNCHANGED
Shares8,960 from 8,960
Change0 (0%)
Value$319.1K (-$10.3K)
Filed 2026-10-26
First Merchants Corp
UNCHANGED
Shares8,924 from 8,924
Change0 (0%)
Value$317.8K (-$10.3K)
Filed 2026-10-15
Fulcrum Capital LLC
UNCHANGED
Shares8,911 from 8,911
Change0 (0%)
Value$317.3K (-$10.2K)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares8,910 from 8,837
Change+73 (+1%)
Value$317.3K (-$7.5K)
Filed 2026-10-19
Rydar Equities, Inc.
UNCHANGED
Shares8,906 from 8,906
Change0 (0%)
Value$328.7K (-$13.8K)
Filed 2026-10-13
Coastline Trust Co
UNCHANGED
Shares8,900 from 8,900
Change0 (0%)
Value$316.9K (-$10.2K)
Filed 2026-10-01
Insight Wealth Partners, LLC
INCREASED
Shares8,895 from 8,145
Change+750 (+9%)
Value$316.8K (+$17.3K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED
Shares8,867 from 8,867
Change0 (0%)
Value$315.8K (-$10.2K)
Filed 2026-10-27
Gibraltar Capital Management, Inc.
INCREASED
Shares8,865 from 6,945
Change+1,920 (+28%)
Value$315.7K (+$60.4K)
Filed 2026-10-27
Retirement Planning Group, LLC
DECREASED
Shares8,812 from 9,658
Change-846 (-9%)
Value$313.8K (-$41.2K)
Filed 2026-10-19
LongView Wealth Management
DECREASED
Shares8,731 from 8,978
Change-247 (-3%)
Value$310.9K (-$19.1K)
Filed 2026-10-19
YHB Investment Advisors, Inc.
INCREASED
Shares8,656 from 8,445
Change+211 (+3%)
Value$308.2K (-$2.2K)
Filed 2026-10-08
Guyasuta Investment Advisors Inc
INCREASED
Shares8,653 from 8,622
Change+31 (+0%)
Value$308.1K (-$8.8K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
DECREASED
Shares8,626 from 9,408
Change-782 (-8%)
Value$307.0K (+$306.7K)
Filed 2026-10-27
Probity Advisors, Inc.
INCREASED
Shares8,585 from 8,302
Change+283 (+3%)
Value$305.7K (+$530)
Filed 2026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares8,554 from 8,554
Change0 (0%)
Value$316.3K (-$16.3K)
Filed 2026-10-21
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares8,548 from 8,048
Change+500 (+6%)
Value$304.4K (+$8.6K)
Filed 2026-10-08
Shikiar Asset Management Inc
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$303.0K (-$9.0K)
Filed 2026-10-20
ARK & TLK Investments, LLC
UNCHANGED
Shares8,465 from 8,465
Change0 (0%)
Value$301.4K (-$9.7K)
Filed 2026-10-20
Capital Advantage, Inc.
UNCHANGED
Shares8,441 from 8,441
Change0 (0%)
Value$300.6K (-$9.7K)
Filed 2026-10-14
Allegheny Financial Group
UNCHANGED
Shares8,398 from 8,398
Change0 (0%)
Value$299.1K (-$9.7K)
Filed 2026-11-05
Albion Financial Group
INCREASED
Shares8,367 from 8,337
Change+30 (+0%)
Value$297.9K (-$8.5K)
Filed 2026-10-21
S.A. Mason LLC
UNCHANGED
Shares8,357 from 8,357
Change0 (0%)
Value$297.6K (-$9.6K)
Filed 2026-10-13
Mallini Complete Financial Planning LLC
INCREASED
Shares8,177 from 8,143
Change+34 (+0%)
Value$291.2K (-$8.2K)
Filed 2026-10-06
Canvas Wealth Advisors, LLC
INCREASED
Shares8,129 from 8,122
Change+7 (+0%)
Value$317.4K (+$18.9K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
DECREASED
Shares8,123 from 8,197
Change-74 (-1%)
Value$289.3K (-$12.1K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
INCREASED
Shares8,112 from 8,101
Change+11 (+0%)
Value$288.9K (-$8.9K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares8,110 from 8,557
Change-447 (-5%)
Value$288.8K (-$25.8K)
Filed 2026-10-23
Lyell Wealth Management, LP
INCREASED
Shares8,103 from 8,096
Change+7 (+0%)
Value$288.5K (-$9.0K)
Filed 2026-10-30
Mattern Capital Management, LLC
UNCHANGED
Shares8,102 from 8,102
Change0 (0%)
Value$288.5K (-$9.3K)
Filed 2026-11-02
Everest Financial Group LLC
INCREASED
Shares8,100 from 7,991
Change+109 (+1%)
Value$288.5K (-$5.3K)
Filed 2026-11-06
QTR Family Wealth, LLC
NEW
Shares8,075
Change+8,075
Value$287.6K
Filed 2026-11-02
Krilogy Financial LLC
DECREASED
Shares8,039 from 12,128
Change-4,089 (-34%)
Value$288.7K (-$157.1K)
Filed 2026-10-13
Blue Fin Capital, Inc.
UNCHANGED
Shares8,029 from 8,029
Change0 (0%)
Value$285.9K (-$9.2K)
Filed 2026-10-28
Cypress Point Wealth Management, LLC
UNCHANGED
Shares8,011 from 8,011
Change0 (0%)
Value$285.3K (-$9.2K)
Filed 2026-11-03
OAK Ridge Investments LLC
INCREASED
Shares8,005 from 6,445
Change+1,560 (+24%)
Value$285.1K (+$48.1K)
Filed 2026-10-30
Carnegie Lake Advisors LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$284.9K (-$9.2K)
Filed 2026-11-06
GS Investments, Inc.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$284.9K (-$9.2K)
Filed 2026-11-05
Transcendent Capital Group LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$284.9K (-$9.2K)
Filed 2026-10-28
Bahl & Gaynor LLC
DECREASED
Shares7,949 from 7,974
Change-25 (0%)
Value$283.1K (-$10.1K)
Filed 2026-11-05
Pavion Blue Capital, LLC
UNCHANGED
Shares7,916 from 7,916
Change0 (0%)
Value$281.9K (-$9.1K)
Filed 2026-11-05
Harmony Asset Management LLC
DECREASED
Shares7,907 from 7,936
Change-29 (0%)
Value$281.6K (-$10.2K)
Filed 2026-10-20
SevenBridge Financial Group, LLC
UNCHANGED
Shares7,884 from 7,884
Change0 (0%)
Value$291.6K (-$6.1K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares7,855 from 4,960
Change+2,895 (+58%)
Value$279.7K (+$97.4K)
Filed 2026-10-30
Center For Asset Management LLC
INCREASED
Shares7,821 from 7,817
Change+4 (+0%)
Value$278.5K (-$8.9K)
Filed 2026-10-16
Hunter Associates Investment Management LLC
UNCHANGED
Shares7,806 from 7,806
Change0 (0%)
Value$276.0K (-$13.0K)
Filed 2026-10-26
Convergence Financial, LLC
DECREASED
Shares7,774 from 12,476
Change-4,702 (-38%)
Value$276.8K (-$181.8K)
Filed 2026-10-27
Acropolis Investment Management, LLC
DECREASED
Shares7,734 from 7,780
Change-46 (-1%)
Value$275.4K (-$10.6K)
Filed 2026-10-08
Discipline Wealth Solutions, LLC
NEW
Shares7,728
Change+7,728
Value$275.2K
Filed 2026-10-14
Ledyard National Bank
DECREASED
Shares7,720 from 7,820
Change-100 (-1%)
Value$274.9K (-$12.6K)
Filed 2026-10-21
Legacy Advisory Services, LLC
DECREASED
Shares7,688 from 7,897
Change-209 (-3%)
Value$273.8K (-$16.5K)
Filed 2026-10-20
Breakwater Capital Group
UNCHANGED
Shares7,679 from 7,679
Change0 (0%)
Value$273.4K (-$8.8K)
Filed 2026-10-09
Sterling Financial Planning, Inc.
INCREASED
Shares7,638 from 7,615
Change+23 (+0%)
Value$272.0K (-$7.9K)
Filed 2026-10-28
Legacy Financial Group, Inc.
UNCHANGED
Shares7,616 from 7,616
Change0 (0%)
Value$271.2K (-$8.8K)
Filed 2026-10-21
LexAurum Advisors, LLC
DECREASED
Shares7,598 from 7,694
Change-96 (-1%)
Value$270.6K (-$12.2K)
Filed 2026-10-19
Northern Capital Management, Inc.
INCREASED
Shares7,518 from 7,502
Change+16 (+0%)
Value$267.7K (-$8.1K)
Filed 2026-11-05
Elser Financial Planning, Inc
UNCHANGED
Shares7,488 from 7,488
Change0 (0%)
Value$266.6K (-$8.6K)
Filed 2026-10-16
MBL Wealth, LLC
UNCHANGED
Shares7,451 from 7,451
Change0 (0%)
Value$265.3K (-$8.6K)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED
Shares7,448 from 7,407
Change+41 (+1%)
Value$265.2K (-$7.1K)
Filed 2026-10-22
Austin Wealth Management, LLC
UNCHANGED
Shares7,402 from 7,402
Change0 (0%)
Value$272.0K (-$10.7K)
Filed 2026-11-06
Asset One Wealth Management LLC
INCREASED
Shares7,400 from 7,132
Change+268 (+4%)
Value$263.5K (-$4.1K)
Filed 2026-11-02
Milestone Asset Management, LLC
DECREASED
Shares7,386 from 19,469
Change-12,083 (-62%)
Value$263.0K (-$452.7K)
Filed 2026-10-15
Alliance Wealth Advisors, LLC
INCREASED
Shares7,367 from 7,366
Change+1 (+0%)
Value$262.3K (-$8.5K)
Filed 2026-10-14
Adirondack Trust Co
UNCHANGED
Shares7,354 from 7,354
Change0 (0%)
Value$261.9K (-$8.4K)
Filed 2026-10-14
MBE Wealth Management, LLC
INCREASED
Shares7,347 from 7,329
Change+18 (+0%)
Value$261.6K (-$7.8K)
Filed 2026-10-26
Covestor Ltd
DECREASED
Shares7,340 from 7,588
Change-248 (-3%)
Value$261.0K (-$18.0K)
Filed 2026-10-30
Enterprise Financial Services Corp
UNCHANGED
Shares7,309 from 7,309
Change0 (0%)
Value$260.3K (-$8.4K)
Filed 2026-11-03
Mountain Capital Investment Advisors Inc.
INCREASED
Shares7,266 from 7,182
Change+84 (+1%)
Value$258.7K (-$5.3K)
Filed 2026-11-06
Praetorian Wealth Management, Inc.
INCREASED
Shares7,261 from 7,197
Change+64 (+1%)
Value$258.6K (-$6.0K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
INCREASED
Shares7,251 from 7,195
Change+56 (+1%)
Value$258.2K (-$6.3K)
Filed 2026-10-09
CFS Investment Advisory Services, LLC
NEW
Shares7,245
Change+7,245
Value$269.9K
Filed 2026-10-19
Martel Wealth Advisors LLC
UNCHANGED
Shares7,240 from 7,240
Change0 (0%)
Value$257.8K (-$8.3K)
Filed 2026-10-14
Thrive Wealth Management, LLC
INCREASED
Shares7,233 from 7,212
Change+21 (+0%)
Value$257.6K (-$7.6K)
Filed 2026-10-13
Investment Partners, Ltd.
NEW
Shares7,222
Change+7,222
Value$257.2K
Filed 2026-10-29
Mitchell & Pahl Private Wealth, LLC
UNCHANGED
Shares7,222 from 7,222
Change0 (0%)
Value$257.2K (-$8.3K)
Filed 2026-10-14
Inman Jager Wealth Management, LLC
UNCHANGED
Shares7,191 from 7,191
Change0 (0%)
Value$256.1K (-$8.3K)
Filed 2026-11-05
Old Mission Investment Co LLC
DECREASED
Shares7,128 from 7,311
Change-183 (-2%)
Value$253.8K (-$14.9K)
Filed 2026-10-22
Amplius Wealth Advisors, LLC
INCREASED
Shares7,122 from 6,872
Change+250 (+4%)
Value$253.6K (+$999)
Filed 2026-10-20
Mainsail Financial Group, LLC
INCREASED
Shares7,047 from 6,247
Change+800 (+13%)
Value$250.9K (+$21.3K)
Filed 2026-10-23
Balboa Wealth Partners
UNCHANGED
Shares7,043 from 7,043
Change0 (0%)
Value$250.8K (-$8.1K)
Filed 2026-10-20
Wolff Financial Management LLC
UNCHANGED
Shares7,034 from 7,034
Change0 (0%)
Value$250.5K (-$8.1K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
DECREASED
Shares7,024 from 7,290
Change-266 (-4%)
Value$250.1K (-$17.9K)
Filed 2026-10-22
Mcdaniel Terry & Co
UNCHANGED
Shares7,020 from 7,020
Change0 (0%)
Value$250.0K (-$8.1K)
Filed 2026-11-05
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$249.3K (-$8.1K)
Filed 2026-10-26
Stackstone Wealth, LLC
NEW
Shares6,967
Change+6,967
Value$248.1K
Filed 2026-10-19
Barry Investment Advisors, LLC
UNCHANGED
Shares6,955 from 6,955
Change0 (0%)
Value$247.7K (-$8.0K)
Filed 2026-10-14
Alhambra Investment Management LLC
UNCHANGED
Shares6,920 from 6,920
Change0 (0%)
Value$246.4K (-$8.0K)
Filed 2026-10-15
Leisure Capital Management
UNCHANGED
Shares6,915 from 6,915
Change0 (0%)
Value$246.2K (-$8.0K)
Filed 2026-11-03
Retirement Investment Advisors, Inc.
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$245.7K (-$8.3K)
Filed 2026-10-22
Money Concepts Capital Corp
INCREASED
Shares6,871 from 6,254
Change+617 (+10%)
Value$244.7K (+$14.8K)
Filed 2026-11-06
Parkway Wealth Management Group, LLC
NEW
Shares6,868
Change+6,868
Value$244.6K
Filed 2026-10-20
Accurate Wealth Management, LLC
INCREASED
Shares6,849 from 6,252
Change+597 (+10%)
Value$246.8K (+$13.8K)
Filed 2026-10-20
Tortuga Wealth Management, Inc
INCREASED
Shares6,820 from 6,669
Change+151 (+2%)
Value$243.0K (-$2.1K)
Filed 2026-10-27
Resonant Capital Advisors, LLC
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$242.1K (-$7.8K)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares6,784 from 6,767
Change+17 (+0%)
Value$241.6K (-$7.2K)
Filed 2026-10-14
Kanawha Capital Management LLC
INCREASED
Shares6,776 from 6,571
Change+205 (+3%)
Value$241.3K (-$257)
Filed 2026-10-19
Herold Advisors, Inc.
UNCHANGED
Shares6,747 from 6,747
Change0 (0%)
Value$240.3K (-$6.7K)
Filed 2026-10-19
World Equity Group, Inc.
DECREASED
Shares6,746 from 6,751
Change-5 (0%)
Value$240.2K (-$7.9K)
Filed 2026-10-14
BOS Asset Management, LLC
INCREASED
Shares6,715 from 6,375
Change+340 (+5%)
Value$239.1K (+$4.8K)
Filed 2026-10-09
Exchange Bank
UNCHANGED
Shares6,701 from 6,701
Change0 (0%)
Value$238.6K (-$7.7K)
Filed 2026-10-07
Godsey & Gibb, Inc
INCREASED
Shares6,679 from 6,174
Change+505 (+8%)
Value$237.8K (+$10.9K)
Filed 2026-10-14
Winthrop Advisory Group LLC
UNCHANGED
Shares6,665 from 6,665
Change0 (0%)
Value$237.3K (-$7.7K)
Filed 2026-10-22
Svrn Asset Management, LLC
UNCHANGED
Shares6,571 from 6,571
Change0 (0%)
Value$234.0K (-$7.6K)
Filed 2026-11-02
OceanIQ Capital, LLC
UNCHANGED
Shares6,563 from 6,563
Change0 (0%)
Value$236.5K (-$11.9K)
Filed 2026-10-19
Arrow Investment Advisors, LLC
INCREASED
Shares6,540 from 5,592
Change+948 (+17%)
Value$232.9K (+$27.3K)
Filed 2026-11-02
Mengis Capital Management, Inc.
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$231.5K (-$7.5K)
Filed 2026-10-13
Clean Yield Group
UNCHANGED
Shares6,440 from 6,440
Change0 (0%)
Value$229.3K (-$7.4K)
Filed 2026-10-28
Sterling Investment Advisors, Ltd.
INCREASED
Shares6,433 from 6,152
Change+281 (+5%)
Value$229.1K (+$3.0K)
Filed 2026-10-27
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares6,416 from 6,416
Change0 (0%)
Value$228.5K (-$7.4K)
Filed 2026-11-03
AMG National Trust Bank
UNCHANGED
Shares6,389 from 6,389
Change0 (0%)
Value$227.5K (-$7.3K)
Filed 2026-11-05
Stiles Financial Services Inc
INCREASED
Shares6,375 from 5,653
Change+722 (+13%)
Value$227.0K (+$19.2K)
Filed 2026-10-30
71 West Capital Partners
UNCHANGED
Shares6,350 from 6,350
Change0 (0%)
Value$226.1K (-$7.3K)
Filed 2026-11-04
First Financial Corp
UNCHANGED
Shares6,349 from 6,349
Change0 (0%)
Value$226.1K (-$7.3K)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares6,313 from 6,278
Change+35 (+1%)
Value$226.7K (-$2.2K)
Filed 2026-10-13
Kesler, Norman & Wride, LLC
UNCHANGED
Shares6,309 from 6,309
Change0 (0%)
Value$224.7K (-$7.3K)
Filed 2026-11-06
Lexington Hill Partners, LLC
INCREASED
Shares6,298 from 6,206
Change+92 (+1%)
Value$224.3K (-$3.9K)
Filed 2026-10-13
Roxbury Financial LLC
INCREASED
Shares6,285 from 6,194
Change+91 (+1%)
Value$223.8K (-$3.9K)
Filed 2026-10-01
Family Capital Management, Inc.
INCREASED
Shares6,281 from 6,173
Change+108 (+2%)
Value$223.7K (-$3.3K)
Filed 2026-11-03
Chemistry Wealth Management LLC
UNCHANGED
Shares6,257 from 6,257
Change0 (0%)
Value$222.8K (-$7.2K)
Filed 2026-10-16
Weatherly Asset Management L. P.
NEW
Shares6,250
Change+6,250
Value$222.6K
Filed 2026-10-20
Baker Avenue Asset Management, LP
INCREASED
Shares6,231 from 6,214
Change+17 (+0%)
Value$221.9K (-$6.5K)
Filed 2026-11-06
Seelaus Asset Management LLC
DECREASED
Shares6,230 from 6,505
Change-275 (-4%)
Value$221.9K (-$17.3K)
Filed 2026-10-14
WIN Advisors, Inc
NEW
Shares6,206
Change+6,206
Value$221.0K
Filed 2026-11-06
Richard C. Young & Co., Ltd.
INCREASED
Shares6,184 from 6,109
Change+75 (+1%)
Value$220.2K (-$4.3K)
Filed 2026-11-04
Worth Asset Management, LLC
INCREASED
Shares6,164 from 6,100
Change+64 (+1%)
Value$219.5K (-$4.7K)
Filed 2026-10-07
HRC Wealth Management, LLC
INCREASED
Shares6,149 from 6,136
Change+13 (+0%)
Value$218.9K (-$6.6K)
Filed 2026-10-16
Precedent Wealth Partners, LLC
INCREASED
Shares6,146 from 5,896
Change+250 (+4%)
Value$218.9K (+$2.1K)
Filed 2026-10-21
Mindset Wealth Management, LLC
UNCHANGED
Shares6,146 from 6,146
Change0 (0%)
Value$218.9K (-$7.1K)
Filed 2026-10-19
Providence Financial Advisors, LLC
DECREASED
Shares6,132 from 6,365
Change-233 (-4%)
Value$218.4K (-$15.6K)
Filed 2026-11-06
Tctc Holdings, LLC
UNCHANGED
Shares6,131 from 6,131
Change0 (0%)
Value$218.3K (-$7.1K)
Filed 2026-11-02
Vaughan David Investments LLC
UNCHANGED
Shares6,128 from 6,128
Change0 (0%)
Value$218.0K (-$7.0K)
Filed 2026-11-05
Eagle Bay Advisors LLC
INCREASED
Shares6,113 from 6,101
Change+12 (+0%)
Value$217.7K (-$6.6K)
Filed 2026-10-16
Community Trust & Investment Co
UNCHANGED
Shares6,110 from 6,110
Change0 (0%)
Value$217.6K (-$7.0K)
Filed 2026-10-15
VAN Strum & Towne Inc.
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$217.2K (-$7.0K)
Filed 2026-11-06
Cornerstone Wealth Group, LLC
NEW
Shares6,090
Change+6,090
Value$216.9K
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares6,078 from 2,258
Change+3,820 (+169%)
Value$216.4K (+$133.4K)
Filed 2026-10-15
apricus wealth, LLC
UNCHANGED
Shares6,075 from 6,075
Change0 (0%)
Value$216.3K (-$7.0K)
Filed 2026-10-26
Financial Management Network Inc
INCREASED
Shares6,074 from 6,040
Change+34 (+1%)
Value$219.8K (-$11.0K)
Filed 2026-10-09
Fiduciary Family Office, LLC
UNCHANGED
Shares6,060 from 6,060
Change0 (0%)
Value$215.8K (-$7.0K)
Filed 2026-11-04
Triangle Securities Wealth Management
INCREASED
Shares6,041 from 5,999
Change+42 (+1%)
Value$215.1K (-$5.4K)
Filed 2026-10-14
Beacon Financial Group
INCREASED
Shares6,023 from 6,013
Change+10 (+0%)
Value$214.5K (-$6.6K)
Filed 2026-10-19
Souders Financial Advisors
NEW
Shares6,010
Change+6,010
Value$214.0K
Filed 2026-11-03
Community Bank & Trust, Waco, Texas
UNCHANGED
Shares6,005 from 6,005
Change0 (0%)
Value$214.0K (-$7.0K)
Filed 2026-10-19
Colton Groome Financial Advisors, LLC
NEW
Shares6,000
Change+6,000
Value$213.7K
Filed 2026-10-06
Pinion Investment Advisors, LLC
DECREASED
Shares6,000 from 6,273
Change-273 (-4%)
Value$213.7K (-$16.9K)
Filed 2026-11-04
Villere ST Denis J & Co LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$213.7K (-$6.9K)
Filed 2026-11-04
Slocum, Gordon & Co LLP
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$213.7K (-$6.9K)
Filed 2026-10-19
Legacy Trust
NEW
Shares5,982
Change+5,982
Value$228.2K
Filed 2026-11-06
SAX Wealth Advisors, LLC
DECREASED
Shares5,969 from 10,250
Change-4,281 (-42%)
Value$212.6K (-$175.3K)
Filed 2026-10-13
Avondale Wealth Management
UNCHANGED
Shares5,969 from 5,969
Change0 (0%)
Value$212.6K (-$6.9K)
Filed 2026-10-15
Diversified Investment Strategies, LLC
UNCHANGED
Shares5,955 from 5,955
Change0 (0%)
Value$212.1K (-$6.8K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
DECREASED
Shares5,954 from 6,085
Change-131 (-2%)
Value$212.0K (-$11.7K)
Filed 2026-11-06
Colorado Capital Management, Inc.
UNCHANGED
Shares5,934 from 5,934
Change0 (0%)
Value$211.0K (+$210.8K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
DECREASED
Shares5,933 from 6,733
Change-800 (-12%)
Value$211.3K (-$36.2K)
Filed 2026-10-27
Sweeney & Michel, LLC
INCREASED
Shares5,900 from 5,821
Change+79 (+1%)
Value$210.1K (-$9.6K)
Filed 2026-10-16
Cypress Wealth Services, LLC
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$219.8K (+$3.0K)
Filed 2026-10-21
Dominguez Wealth Management Solutions, Inc.
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$210.1K (-$6.8K)
Filed 2026-10-07
Sawyer & Company, Inc
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$210.1K (-$6.8K)
Filed 2026-10-21
Solidarity Wealth, LLC
NEW
Shares5,881
Change+5,881
Value$209.4K
Filed 2026-10-15
Central Valley Advisors, LLC
UNCHANGED
Shares5,881 from 5,881
Change0 (0%)
Value$209.4K (-$6.8K)
Filed 2026-10-27
Freedom Day Solutions, LLC
INCREASED
Shares5,877 from 5,655
Change+222 (+4%)
Value$209.3K (+$1.4K)
Filed 2026-10-20
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares5,857 from 5,818
Change+39 (+1%)
Value$208.6K (-$5.3K)
Filed 2026-10-09
Klingman & Associates, LLC
DECREASED
Shares5,847 from 6,058
Change-211 (-3%)
Value$208.2K (-$14.5K)
Filed 2026-10-20
Hiley Hunt Wealth Management
UNCHANGED
Shares5,842 from 5,842
Change0 (0%)
Value$208.0K (-$6.7K)
Filed 2026-10-08
Wilkins Miller Wealth Management, LLC
DECREASED
Shares5,841 from 5,970
Change-129 (-2%)
Value$208.0K (-$11.5K)
Filed 2026-10-13
Cypress Capital Group
DECREASED
Shares5,828 from 14,665
Change-8,837 (-60%)
Value$207.5K (-$331.6K)
Filed 2026-11-03
Clearwater Capital Advisors, LLC
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$206.5K (-$6.7K)
Filed 2026-11-06
Nemes Rush Group LLC
UNCHANGED
Shares5,792 from 5,792
Change0 (0%)
Value$206.3K (-$6.7K)
Filed 2026-11-04
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares5,722 from 5,722
Change0 (0%)
Value$203.8K (-$6.6K)
Filed 2026-10-23
Birch Financial Group, LLC
INCREASED
Shares5,720 from 5,695
Change+25 (+0%)
Value$203.7K (-$5.7K)
Filed 2026-10-27
Gemmer Asset Management LLC
UNCHANGED
Shares5,720 from 5,720
Change0 (0%)
Value$203.7K (-$6.6K)
Filed 2026-10-16
Fairscale Capital, LLC
UNCHANGED
Shares5,707 from 5,707
Change0 (0%)
Value$217.7K (+$7.9K)
Filed 2026-11-04
Orba Wealth Advisors, L.L.C.
DECREASED
Shares5,663 from 11,295
Change-5,632 (-50%)
Value$201.7K (-$213.5K)
Filed 2026-10-23
KRS Capital Management, LLC
UNCHANGED
Shares5,663 from 5,663
Change0 (0%)
Value$201.7K (-$6.5K)
Filed 2026-10-16
Wright Wealth LLC
DECREASED
Shares5,650 from 6,450
Change-800 (-12%)
Value$201.2K (-$35.9K)
Filed 2026-10-29
Torrey Growth & Income Advisors
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$202.8K (-$4.3K)
Filed 2026-11-04
CX Institutional
INCREASED
Shares5,453 from 4,312
Change+1,141 (+26%)
Value$194 (+$35)
Filed 2026-10-02
Coston, McIsaac & Partners
INCREASED
Shares5,076 from 5,006
Change+70 (+1%)
Value$180.8K (-$3.2K)
Filed 2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$178.0K (-$6.0K)
Filed 2026-10-14
Montag A & Associates Inc
INCREASED
Shares4,995 from 4,990
Change+5 (+0%)
Value$177.9K (-$5.6K)
Filed 2026-10-29
First Community Trust NA
UNCHANGED
Shares4,960 from 4,960
Change0 (0%)
Value$176.6K (-$5.7K)
Filed 2026-10-07
Financial Management Professionals, Inc.
UNCHANGED
Shares4,939 from 4,939
Change0 (0%)
Value$175.9K (-$5.7K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED
Shares4,762 from 4,747
Change+15 (+0%)
Value$169.6K (-$4.9K)
Filed 2026-10-27
Pittenger & Anderson Inc
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$167.4K (-$5.4K)
Filed 2026-11-02
Golden State Wealth Management, LLC
INCREASED
Shares4,625 from 4,622
Change+3 (+0%)
Value$164.7K (-$5.2K)
Filed 2026-11-02
Main Street Group, LTD
INCREASED
Shares4,478 from 4,468
Change+10 (+0%)
Value$159.5K (-$4.8K)
Filed 2026-10-28
Nova Financial LLC
NEW
Shares4,366
Change+4,366
Value$155.5K
Filed 2026-11-04
Oakworth Capital, Inc.
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$153.1K (-$3.9K)
Filed 2026-10-26
Navigoe, LLC
UNCHANGED
Shares4,147 from 4,147
Change0 (0%)
Value$147.0K (-$5.0K)
Filed 2026-11-04
Compass Wealth Management LLC
NEW
Shares4,010
Change+4,010
Value$142.8K
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares3,893 from 3,841
Change+52 (+1%)
Value$138.6K (-$2.6K)
Filed 2026-10-02
Key FInancial Inc
DECREASED
Shares3,888 from 4,288
Change-400 (-9%)
Value$138.5K (-$19.2K)
Filed 2026-11-02
NBH Bank
NEW
Shares3,747
Change+3,747
Value$133.4K
Filed 2026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED
Shares3,640 from 3,640
Change0 (0%)
Value$129.6K (-$4.2K)
Filed 2026-10-21
Elevation Wealth Partners, LLC
INCREASED
Shares3,594 from 3,543
Change+51 (+1%)
Value$128.0K (-$2.2K)
Filed 2026-10-07
Monetary Solutions, Ltd
UNCHANGED
Shares3,363 from 3,363
Change0 (0%)
Value$119.8K (-$3.9K)
Filed 2026-10-22
Security National Bank
UNCHANGED
Shares3,226 from 3,226
Change0 (0%)
Value$114.9K (-$3.7K)
Filed 2026-10-26
City Holding Co
INCREASED
Shares3,193 from 3,141
Change+52 (+2%)
Value$113.7K (-$1.7K)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares3,143 from 468
Change+2,675 (+572%)
Value$111.9K (+$94.7K)
Filed 2026-10-26
Independence Bank of Kentucky
UNCHANGED
Shares3,125 from 3,125
Change0 (0%)
Value$111.3K (-$3.6K)
Filed 2026-10-26
Catherine Avery Investment Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$106.8K (-$3.5K)
Filed 2026-10-14
Gables Capital Management Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$106.8K (-$3.5K)
Filed 2026-11-04
Piscataqua Savings Bank
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$106.8K (-$3.4K)
Filed 2026-10-21
Wolff Wiese Magana LLC
INCREASED
Shares2,999 from 2,998
Change+1 (+0%)
Value$106.8K (-$3.4K)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares2,981 from 2,981
Change0 (0%)
Value$106.2K (-$3.4K)
Filed 2026-10-15
Laurel Wealth Advisors LLC
NEW
Shares2,904
Change+2,904
Value$103.4K
Filed 2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$103.3K (-$3.3K)
Filed 2026-10-22
Trust Co of Vermont
DECREASED
Shares2,817 from 3,507
Change-690 (-20%)
Value$100.3K (-$28.6K)
Filed 2026-10-21
Byrne Asset Management LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$99.9K (-$3.1K)
Filed 2026-10-06
American Capital Advisory, LLC
UNCHANGED
Shares2,747 from 2,747
Change0 (0%)
Value$97.8K (-$3.2K)
Filed 2026-10-28
University of Texas S AM Investment Management Co
INCREASED
Shares2,707 from 2,701
Change+6 (+0%)
Value$96.4K (-$2.9K)
Filed 2026-11-03
KFG LLC
NEW
Shares2,700
Change+2,700
Value$96.1K
Filed 2026-11-02
Old Second National Bank of Aurora
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$94.0K (-$3.0K)
Filed 2026-10-22
Center for Financial Planning, Inc.
UNCHANGED
Shares2,532 from 2,532
Change0 (0%)
Value$90.2K (-$2.9K)
Filed 2026-10-26
Horrell Capital Management, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$89.0K (-$2.9K)
Filed 2026-10-08
Asset Planning,Inc
INCREASED
Shares2,303 from 1,679
Change+624 (+37%)
Value$82.0K (+$20.3K)
Filed 2026-10-26
Gleason Group, Inc.
INCREASED
Shares2,297 from 2,264
Change+33 (+1%)
Value$81.8K (-$1.4K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares2,239
Change+2,239
Value$79.7K
Filed 2026-10-19
Livelsberger Financial Advisory
NEW
Shares2,208
Change+2,208
Value$78.6K
Filed 2026-10-28
Hickory Point Bank & Trust
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$78.3K (-$2.5K)
Filed 2026-10-01
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares2,150 from 2,350
Change-200 (-9%)
Value$76.6K (-$9.8K)
Filed 2026-10-16
Eastern Bank
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$76.6K (-$2.5K)
Filed 2026-10-05
Farmers & Merchants Investments Inc
DECREASED
Shares2,135 from 8,635
Change-6,500 (-75%)
Value$76.0K (-$241.4K)
Filed 2026-10-22
Chung Wu Investment Group, LLC
DECREASED
Shares2,100 from 2,500
Change-400 (-16%)
Value$74.8K (-$17.1K)
Filed 2026-11-03
Manchester Capital Management LLC
UNCHANGED
Shares2,090 from 2,090
Change0 (0%)
Value$74.4K (-$2.4K)
Filed 2026-10-22
Financial Freedom, LLC
NEW
Shares2,043
Change+2,043
Value$72.7K
Filed 2026-11-06
Hanson & Doremus Investment Management
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$72.0K (-$2.0K)
Filed 2026-10-16
Highline Wealth Partners LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$71.2K (-$2.3K)
Filed 2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$70.5K (-$2.3K)
Filed 2026-11-06
Entrust Financial LLC
INCREASED
Shares1,867 from 1,859
Change+8 (+0%)
Value$66.5K (-$1.8K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares1,824 from 1,824
Change0 (0%)
Value$66.0K (-$1.1K)
Filed 2026-10-22
State of Wyoming
NEW
Shares1,785
Change+1,785
Value$63.6K
Filed 2026-10-28
Kozak & Associates, Inc.
DECREASED
Shares1,784 from 2,795
Change-1,011 (-36%)
Value$67.9K (-$34.2K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares1,723 from 6
Change+1,717 (+28617%)
Value$61.4K (+$61.1K)
Filed 2026-11-05
First Pacific Financial
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$60.5K (-$2.0K)
Filed 2026-10-14
Essential Investment Partners LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$58.8K (-$1.9K)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,614 from 1,820
Change-206 (-11%)
Value$57.5K (-$9.4K)
Filed 2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$57.0K (-$1.8K)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,572 from 1,566
Change+6 (+0%)
Value$57 (-$1)
Filed 2026-11-04
James T. Borello RIA
UNCHANGED
Shares1,523 from 1,523
Change0 (0%)
Value$54.2K (-$1.7K)
Filed 2026-10-16
Country Trust Bank
INCREASED
Shares1,521 from 439
Change+1,082 (+246%)
Value$54.2K (+$38.0K)
Filed 2026-10-30
Align Financial, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$53.4K (-$1.7K)
Filed 2026-10-16
West Paces Advisors Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$53.4K (-$1.7K)
Filed 2026-10-13
Davis Capital Management
UNCHANGED
Shares1,443 from 1,443
Change0 (0%)
Value$51.4K (-$1.7K)
Filed 2026-10-08
Groesbeck Investment Management Corp
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$50.0K (+$49.9K)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares1,323 from 1,323
Change0 (0%)
Value$47.1K (-$1.5K)
Filed 2026-11-03
Daytona Street Capital LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$47.9K (-$611)
Filed 2026-10-15
SRH Advisors, LLC
INCREASED
Shares1,286 from 1,268
Change+18 (+1%)
Value$45.8K (-$802)
Filed 2026-10-22
Burkett Financial Services, LLC
INCREASED
Shares1,276 from 1,258
Change+18 (+1%)
Value$45.5K (-$796)
Filed 2026-10-01
General Partner, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$44.5K (-$1.4K)
Filed 2026-10-05
Markowski Investments
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$44.2K (-$1.4K)
Filed 2026-10-30
Gen-Wealth Partners Inc
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$43.8K (-$1.4K)
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
INCREASED
Shares1,200 from 1,000
Change+200 (+20%)
Value$42.7K (+$6.0K)
Filed 2026-10-16
Mcdonald Partners LLC
UNCHANGED
Shares1,192 from 1,192
Change0 (0%)
Value$42.4K (-$1.4K)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$41.0K (-$1.3K)
Filed 2026-10-30
Miller Wealth Advisors, LLC
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$40.7K (-$1.3K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
INCREASED
Shares1,117 from 1,000
Change+117 (+12%)
Value$39.8K (+$3.0K)
Filed 2026-10-15
Community Bank, N.A.
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$39.1K (-$1.3K)
Filed 2026-11-06
Bullock Wealth Management Group
INCREASED
Shares1,080 from 1,079
Change+1 (+0%)
Value$38.5K (-$877)
Filed 2026-10-09
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$37.7K (-$1.2K)
Filed 2026-10-28
Certuity, LLC
UNCHANGED
Shares1,057 from 1,057
Change0 (0%)
Value$37.6K (-$1.2K)
Filed 2026-11-02
Lynch Investment Planning, LLC
NEW
Shares1,009
Change+1,009
Value$35.9K
Filed 2026-10-27
Hughes Financial Services, LLC
INCREASED
Shares1,006 from 700
Change+306 (+44%)
Value$39.3K (+$13.5K)
Filed 2026-10-30
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$35.7K (-$850)
Filed 2026-10-20
Hoese & Co LLP
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$35.6K (-$1.1K)
Filed 2026-10-21
Pacific Center for Financial Services
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$35.6K (-$1.2K)
Filed 2026-10-15
Accordant Advisory Group Inc
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$35.5K (-$1.1K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
DECREASED
Shares976 from 1,076
Change-100 (-9%)
Value$34.8K (-$4.8K)
Filed 2026-10-29
Westside Investment Management, Inc.
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$33.4K (-$786)
Filed 2026-11-02
IAG Wealth Partners, LLC
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$32.2K (-$1.0K)
Filed 2026-11-06
Alpine Bank Wealth Management
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$32.0K (-$1.0K)
Filed 2026-10-16
First Premier Bank
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$27 (-$1)
Filed 2026-10-13
SJS Investment Consulting Inc.
DECREASED
Shares732 from 736
Change-4 (-1%)
Value$26.1K (-$990)
Filed 2026-10-26
Centerpoint Advisors, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$25.0K (+$25.0K)
Filed 2026-11-05
Tsfg, LLC
INCREASED
Shares645 from 537
Change+108 (+20%)
Value$23.0K (+$23.0K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$22.2K (-$717)
Filed 2026-10-05
Concord Wealth Partners
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$21.4K (-$690)
Filed 2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$20.2K (-$654)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$18.8K (-$607)
Filed 2026-10-13
Fiduciary Advisors, Inc.
INCREASED
Shares515 from 508
Change+7 (+1%)
Value$18.3K (-$321)
Filed 2026-10-16
Acumen Wealth Advisors, LLC
DECREASED
Shares500 from 1,933
Change-1,433 (-74%)
Value$17.8K (-$53.3K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$17.8K (-$575)
Filed 2026-10-23
Evolution Wealth Management Inc.
INCREASED
Shares474 from 414
Change+60 (+14%)
Value$16.9K (+$1.7K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares448
Change+448
Value$15.9K
Filed 2026-10-27
Global Trust Asset Management, LLC
NEW
Shares432
Change+432
Value$15.4K
Filed 2026-10-19
CGC Financial Services, LLC
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$14.5K (-$469)
Filed 2026-10-13
Sunrise Financial Services, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.2K (-$460)
Filed 2026-10-21
Harbor Capital Advisors, Inc.
DECREASED
Shares379 from 630
Change-251 (-40%)
Value$13 (-$23.0K)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares377 from 1,319
Change-942 (-71%)
Value$13.4K (-$35.1K)
Filed 2026-10-14
Salomon & Ludwin, LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$12.2K (-$312)
Filed 2026-10-29
Ares Financial Consulting, LLC
DECREASED
Shares333 from 336
Change-3 (-1%)
Value$11.9K (-$493)
Filed 2026-10-19
Three Bridge Wealth Advisors, LLC
NEW
Shares330
Change+330
Value$11.8K
Filed 2026-11-05
Signature Equity Partners, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10.7K (-$345)
Filed 2026-10-29
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10.7K (-$315)
Filed 2026-10-01
St. Johns Investment Management Company, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$10.4K (-$336)
Filed 2026-10-30
Investment Research & Advisory Group, Inc.
INCREASED
Shares286 from 104
Change+182 (+175%)
Value$10.2K (+$6.3K)
Filed 2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$10.0K (-$322)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares258 from 250
Change+8 (+3%)
Value$9.2K (-$3)
Filed 2026-10-27
Bangor Savings Bank
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$8.8K (-$283)
Filed 2026-10-06
Advocate Investing Services LLC
INCREASED
Shares226 from 222
Change+4 (+2%)
Value$8.0K (-$140)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$8.0K (-$258)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$8.0K (-$257)
Filed 2026-10-28
Tradewinds Capital Management, LLC
INCREASED
Shares208 from 158
Change+50 (+32%)
Value$7.4K (+$1.6K)
Filed 2026-10-23
Costello Asset Management, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.1K (-$230)
Filed 2026-10-30
Arlington Trust Co LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.1K (-$230)
Filed 2026-10-20
Montgomery Financial Services LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.1K (-$230)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$6.6K (-$214)
Filed 2026-11-02
USA Financial Formulas
NEW
Shares167
Change+167
Value$5.9K
Filed 2026-10-16
Fortis Group Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$5.3K (-$172)
Filed 2026-11-06
Signature Resources Capital Management, LLC
INCREASED
Shares136 from 134
Change+2 (+1%)
Value$4.8K (-$85)
Filed 2026-10-16
TD Private Client Wealth LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$4.8K (-$156)
Filed 2026-10-28
Key Capital Management, Inc
DECREASED
Shares110 from 276
Change-166 (-60%)
Value$3.9K (-$6.2K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares103 from 101
Change+2 (+2%)
Value$3.7K (-$69)
Filed 2026-10-14
Foresight Capital Management Advisors, Inc.
NEW
Shares100
Change+100
Value$3.6K
Filed 2026-10-27
First United Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.6K (-$115)
Filed 2026-10-22
Strengthening Families & Communities, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$2.4K (-$76)
Filed 2026-10-21
Yankcom Partnership
NEW
Shares65
Change+65
Value$2.3K
Filed 2026-10-15
Nisa Investment Advisors, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$2.1K (-$67)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.8K (-$57)
Filed 2026-11-05
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.5K (-$26)
Filed 2026-10-23
City State Bank
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.1K (-$35)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.1K (-$35)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares22
Change+22
Value$795
Filed 2026-10-09
Aspect Partners, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$109 (-$3)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$107 (-$3)
Filed 2026-11-02
Fisher Funds Management LTD
CLOSED
Shares0 from 255,933
Change-255,933 (-100%)
Value$0 (-$9.4M)
Filed 2026-10-13
True North Advisors, LLC
CLOSED
Shares0 from 150,184
Change-150,184 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-22
Jefferies Financial Group Inc.
CLOSED
Shares0 from 56,497
Change-56,497 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-05
Wellington Shields & Co., LLC
CLOSED
Shares0 from 41,348
Change-41,348 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
CMH Wealth Management LLC
CLOSED
Shares0 from 39,586
Change-39,586 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-22
Victory Financial Group, LLC
CLOSED
Shares0 from 32,654
Change-32,654 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-27
Johnson Financial Group, LLC
CLOSED
Shares0 from 26,142
Change-26,142 (-100%)
Value$0 (-$961.0K)
Filed 2026-11-03
Saxon Interests, Inc.
CLOSED
Shares0 from 25,049
Change-25,049 (-100%)
Value$0 (-$920.8K)
Filed 2026-10-26
Heirloom Wealth Management
CLOSED
Shares0 from 21,166
Change-21,166 (-100%)
Value$0 (-$778.1K)
Filed 2026-10-14
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 21,002
Change-21,002 (-100%)
Value$0 (-$772.0K)
Filed 2026-11-05
Vestor Capital, LLC
CLOSED
Shares0 from 19,276
Change-19,276 (-100%)
Value$0 (-$23.1K)
Filed 2026-11-04
Schear Investment Advisers, LLC
CLOSED
Shares0 from 15,311
Change-15,311 (-100%)
Value$0 (-$562.8K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 9,962
Change-9,962 (-100%)
Value$0 (-$366.2K)
Filed 2026-10-23
Advisortrust Partners, LLC
CLOSED
Shares0 from 9,263
Change-9,263 (-100%)
Value$0 (-$340.5K)
Filed 2026-11-02
M.E. Allison & Co., Inc.
CLOSED
Shares0 from 7,765
Change-7,765 (-100%)
Value$0 (-$285.5K)
Filed 2026-10-09
Anderson Hoagland & Co
CLOSED
Shares0 from 7,720
Change-7,720 (-100%)
Value$0 (-$283.8K)
Filed 2026-10-23
First Citizens Bank & Trust Co
CLOSED
Shares0 from 7,320
Change-7,320 (-100%)
Value$0 (-$269.1K)
Filed 2026-10-14
Procyon Advisors, LLC
CLOSED
Shares0 from 7,251
Change-7,251 (-100%)
Value$0 (-$266.6K)
Filed 2026-10-21
Stenger Family Office, LLC
CLOSED
Shares0 from 7,082
Change-7,082 (-100%)
Value$0 (-$260.3K)
Filed 2026-10-22
Terril Brothers, Inc.
CLOSED
Shares0 from 6,575
Change-6,575 (-100%)
Value$0 (-$241.7K)
Filed 2026-11-06
One Way Holdings LLC
CLOSED
Shares0 from 6,105
Change-6,105 (-100%)
Value$0 (-$224.4K)
Filed 2026-10-29
Optima Capital LLC
CLOSED
Shares0 from 6,036
Change-6,036 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-29
Aurora Private Wealth, Inc.
CLOSED
Shares0 from 5,969
Change-5,969 (-100%)
Value$0 (-$219.0K)
Filed 2026-10-20
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 5,800
Change-5,800 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-13
Diligent Investors, LLC
CLOSED
Shares0 from 5,614
Change-5,614 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-21
Middleton & Co Inc
CLOSED
Shares0 from 5,600
Change-5,600 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-23
Forest Hill Capital, LLC
CLOSED
Shares0 from 5,584
Change-5,584 (-100%)
Value$0 (-$205.3K)
Filed 2026-11-05
Keeler & Nadler Financial Planning & Wealth Management
CLOSED
Shares0 from 5,573
Change-5,573 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-28
M. Kraus & Co
CLOSED
Shares0 from 5,545
Change-5,545 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-20
LVM Capital Management LTD
CLOSED
Shares0 from 5,532
Change-5,532 (-100%)
Value$0 (-$203)
Filed 2026-10-20
Michels Family Financial, LLC
CLOSED
Shares0 from 5,521
Change-5,521 (-100%)
Value$0 (-$203.0K)
Filed 2026-11-02
Washington Trust Bank
CLOSED
Shares0 from 5,481
Change-5,481 (-100%)
Value$0 (-$201.5K)
Filed 2026-11-03
AtlasMark Financial, Inc
CLOSED
Shares0 from 5,475
Change-5,475 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-13
CWS Financial Advisors, LLC
CLOSED
Shares0 from 5,460
Change-5,460 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-16
Gouws Capital LLC
CLOSED
Shares0 from 5,449
Change-5,449 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-09
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 5,300
Change-5,300 (-100%)
Value$0 (-$194.8K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 5,143
Change-5,143 (-100%)
Value$0 (-$189.0K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 5,025
Change-5,025 (-100%)
Value$0 (-$184.7K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 3,700
Change-3,700 (-100%)
Value$0 (-$136.0K)
Filed 2026-10-13
Waterfront Wealth Inc.
CLOSED
Shares0 from 2,462
Change-2,462 (-100%)
Value$0 (-$454.6K)
Filed 2026-11-03
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,707
Change-1,707 (-100%)
Value$0 (-$62.8K)
Filed 2026-10-15
First Command Advisory Services, Inc.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$25.7K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 646
Change-646 (-100%)
Value$0 (-$23.7K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 566
Change-566 (-100%)
Value$0 (-$22.0K)
Filed 2026-10-16
Reap Financial Group, LLC
CLOSED
Shares0 from 413
Change-413 (-100%)
Value$0 (-$15.2K)
Filed 2026-11-02
GoalVest Advisory LLC
CLOSED
Shares0 from 273
Change-273 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-02
Flagship Wealth Advisors, LLC
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-03
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-29
Obsidian CIO, LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-05
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Kingdom Financial Group Llc.
UNCHANGED
Shares0 from 0
Change0
Value$10 ($0)
Filed 2026-11-04
Invesco Ltd.
N/A
Shares— from 26,616,875
Change-26,616,875 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 23,760,341
Change-23,760,341 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 22,249,198
Change-22,249,198 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 18,636,746
Change-18,636,746 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,515,453
Change-17,515,453 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 15,998,982
Change-15,998,982 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 13,831,913
Change-13,831,913 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 13,560,232
Change-13,560,232 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 12,869,425
Change-12,869,425 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 11,833,318
Change-11,833,318 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,815,406
Change-11,815,406 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 11,780,406
Change-11,780,406 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,331,687
Change-11,331,687 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 8,467,839
Change-8,467,839 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 8,189,961
Change-8,189,961 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,945,720
Change-6,945,720 (-100%)
Value—
Berkley W R Corp
N/A
Shares— from 6,825,000
Change-6,825,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,663,540
Change-6,663,540 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 5,918,667
Change-5,918,667 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,785,898
Change-5,785,898 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 5,507,895
Change-5,507,895 (-100%)
Value—
Fairholme Capital Management LLC
N/A
Shares— from 5,455,800
Change-5,455,800 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,938,312
Change-4,938,312 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,438,751
Change-4,438,751 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,038,337
Change-4,038,337 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,822,053
Change-3,822,053 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 3,650,000
Change-3,650,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,524,671
Change-3,524,671 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,294,713
Change-3,294,713 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,647,573
Change-2,647,573 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,375,357
Change-2,375,357 (-100%)
Value—
ING Groep NV
N/A
Shares— from 2,246,000
Change-2,246,000 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 2,031,416
Change-2,031,416 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 1,958,036
Change-1,958,036 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 1,930,503
Change-1,930,503 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 1,920,189
Change-1,920,189 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,693,907
Change-1,693,907 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 1,686,131
Change-1,686,131 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,655,002
Change-1,655,002 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,501,034
Change-1,501,034 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 1,491,905
Change-1,491,905 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,454,489
Change-1,454,489 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 1,438,187
Change-1,438,187 (-100%)
Value—
Cooperman Leon G
N/A
Shares— from 1,373,755
Change-1,373,755 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,368,329
Change-1,368,329 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,364,033
Change-1,364,033 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,270,526
Change-1,270,526 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 1,239,037
Change-1,239,037 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,223,263
Change-1,223,263 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,137,950
Change-1,137,950 (-100%)
Value—
SailingStone Capital Partners LLC
N/A
Shares— from 1,135,960
Change-1,135,960 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,105,419
Change-1,105,419 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,069,701
Change-1,069,701 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,057,180
Change-1,057,180 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 1,031,154
Change-1,031,154 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 1,018,000
Change-1,018,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 996,112
Change-996,112 (-100%)
Value—
CNA Financial Corp
N/A
Shares— from 900,000
Change-900,000 (-100%)
Value—
Vorpal, LLC
N/A
Shares— from 838,807
Change-838,807 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 824,469
Change-824,469 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 823,566
Change-823,566 (-100%)
Value—
Kamunting Street Capital Management, L.P.
N/A
Shares— from 807,258
Change-807,258 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 785,731
Change-785,731 (-100%)
Value—
Commerce Bank
N/A
Shares— from 719,016
Change-719,016 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 704,938
Change-704,938 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 668,865
Change-668,865 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 662,552
Change-662,552 (-100%)
Value—
Stephens Inc
N/A
Shares— from 645,519
Change-645,519 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 623,026
Change-623,026 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 611,755
Change-611,755 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 589,560
Change-589,560 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 556,413
Change-556,413 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 556,262
Change-556,262 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 549,345
Change-549,345 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 527,913
Change-527,913 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 526,718
Change-526,718 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 516,692
Change-516,692 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 514,978
Change-514,978 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 507,235
Change-507,235 (-100%)
Value—
&partners
N/A
Shares— from 502,084
Change-502,084 (-100%)
Value—
Heronetta Management, L.P.
N/A
Shares— from 495,048
Change-495,048 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 414,550
Change-414,550 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 411,649
Change-411,649 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 378,333
Change-378,333 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 372,163
Change-372,163 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 370,768
Change-370,768 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 367,573
Change-367,573 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 363,252
Change-363,252 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 358,567
Change-358,567 (-100%)
Value—
RR Advisors, LLC
N/A
Shares— from 351,930
Change-351,930 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 345,625
Change-345,625 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 343,606
Change-343,606 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 343,269
Change-343,269 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 334,150
Change-334,150 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 332,382
Change-332,382 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 322,791
Change-322,791 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 320,406
Change-320,406 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 310,579
Change-310,579 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 305,908
Change-305,908 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 304,383
Change-304,383 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 278,127
Change-278,127 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 270,583
Change-270,583 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 263,679
Change-263,679 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 263,420
Change-263,420 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 256,497
Change-256,497 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 256,381
Change-256,381 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 255,531
Change-255,531 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 255,000
Change-255,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 252,565
Change-252,565 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 241,788
Change-241,788 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 236,597
Change-236,597 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 233,618
Change-233,618 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 229,260
Change-229,260 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 226,543
Change-226,543 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 224,298
Change-224,298 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 219,962
Change-219,962 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 219,887
Change-219,887 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 216,256
Change-216,256 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 214,632
Change-214,632 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 213,241
Change-213,241 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 210,166
Change-210,166 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 208,699
Change-208,699 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 206,523
Change-206,523 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 204,785
Change-204,785 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 203,772
Change-203,772 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 202,630
Change-202,630 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 196,968
Change-196,968 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 193,762
Change-193,762 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 191,338
Change-191,338 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 190,278
Change-190,278 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 188,277
Change-188,277 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 184,233
Change-184,233 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 179,039
Change-179,039 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 178,856
Change-178,856 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 176,115
Change-176,115 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 174,792
Change-174,792 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 171,614
Change-171,614 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 169,288
Change-169,288 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 166,179
Change-166,179 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 152,437
Change-152,437 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 152,013
Change-152,013 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 149,591
Change-149,591 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 149,482
Change-149,482 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 146,610
Change-146,610 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 146,040
Change-146,040 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 144,696
Change-144,696 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 142,582
Change-142,582 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 140,264
Change-140,264 (-100%)
Value—
Epacria Capital Partners, LLC
N/A
Shares— from 139,372
Change-139,372 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 138,729
Change-138,729 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 136,235
Change-136,235 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 135,306
Change-135,306 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 133,965
Change-133,965 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 132,631
Change-132,631 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 129,094
Change-129,094 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 128,762
Change-128,762 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 126,734
Change-126,734 (-100%)
Value—
Avenir Corp
N/A
Shares— from 125,478
Change-125,478 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 125,389
Change-125,389 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 125,344
Change-125,344 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 124,490
Change-124,490 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 121,380
Change-121,380 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 120,166
Change-120,166 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 120,021
Change-120,021 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 119,433
Change-119,433 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 118,324
Change-118,324 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 115,512
Change-115,512 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 114,823
Change-114,823 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 112,800
Change-112,800 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 112,675
Change-112,675 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 112,333
Change-112,333 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 111,463
Change-111,463 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 109,467
Change-109,467 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 107,704
Change-107,704 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 107,100
Change-107,100 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 103,083
Change-103,083 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 100,630
Change-100,630 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 100,467
Change-100,467 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 100,100
Change-100,100 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 96,669
Change-96,669 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 92,219
Change-92,219 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 89,340
Change-89,340 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 89,051
Change-89,051 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 88,781
Change-88,781 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 88,011
Change-88,011 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 87,818
Change-87,818 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 87,815
Change-87,815 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 87,467
Change-87,467 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 86,928
Change-86,928 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 86,317
Change-86,317 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 86,311
Change-86,311 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 86,258
Change-86,258 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 80,761
Change-80,761 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 80,102
Change-80,102 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 80,089
Change-80,089 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 79,461
Change-79,461 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 78,900
Change-78,900 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 78,340
Change-78,340 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 76,441
Change-76,441 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 73,904
Change-73,904 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 72,335
Change-72,335 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 71,936
Change-71,936 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 70,615
Change-70,615 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 70,057
Change-70,057 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 67,900
Change-67,900 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 67,550
Change-67,550 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 66,928
Change-66,928 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 66,923
Change-66,923 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 65,933
Change-65,933 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 65,361
Change-65,361 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 64,737
Change-64,737 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 63,670
Change-63,670 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 63,312
Change-63,312 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 60,578
Change-60,578 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 59,120
Change-59,120 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 58,966
Change-58,966 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 56,643
Change-56,643 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 56,138
Change-56,138 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 55,933
Change-55,933 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 54,987
Change-54,987 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 53,516
Change-53,516 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 53,218
Change-53,218 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 53,147
Change-53,147 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 52,374
Change-52,374 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 51,574
Change-51,574 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 50,150
Change-50,150 (-100%)
Value—
Resolute Capital Asset Partners LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 49,876
Change-49,876 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 49,198
Change-49,198 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 48,539
Change-48,539 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 48,380
Change-48,380 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 48,082
Change-48,082 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 47,751
Change-47,751 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 46,916
Change-46,916 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 46,744
Change-46,744 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 46,553
Change-46,553 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 46,315
Change-46,315 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 45,874
Change-45,874 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 45,480
Change-45,480 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 44,742
Change-44,742 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 44,696
Change-44,696 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 44,360
Change-44,360 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 43,275
Change-43,275 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 42,770
Change-42,770 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 42,385
Change-42,385 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 42,150
Change-42,150 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 41,986
Change-41,986 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 41,900
Change-41,900 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 41,814
Change-41,814 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 41,099
Change-41,099 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 40,946
Change-40,946 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 40,448
Change-40,448 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 40,082
Change-40,082 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 39,764
Change-39,764 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 38,769
Change-38,769 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 38,737
Change-38,737 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 38,672
Change-38,672 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 38,020
Change-38,020 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 37,155
Change-37,155 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 36,535
Change-36,535 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 35,949
Change-35,949 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 35,720
Change-35,720 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 35,473
Change-35,473 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 35,349
Change-35,349 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 35,014
Change-35,014 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 34,878
Change-34,878 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 34,871
Change-34,871 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 34,706
Change-34,706 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 34,638
Change-34,638 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 34,623
Change-34,623 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 34,365
Change-34,365 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 34,361
Change-34,361 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 34,323
Change-34,323 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 34,255
Change-34,255 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 34,232
Change-34,232 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 33,933
Change-33,933 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 33,924
Change-33,924 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 33,375
Change-33,375 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 33,092
Change-33,092 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 32,945
Change-32,945 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 32,833
Change-32,833 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 32,653
Change-32,653 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 32,199
Change-32,199 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 31,926
Change-31,926 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 31,842
Change-31,842 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 31,449
Change-31,449 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 30,691
Change-30,691 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 30,335
Change-30,335 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 30,281
Change-30,281 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 30,203
Change-30,203 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 30,160
Change-30,160 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 30,085
Change-30,085 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 29,784
Change-29,784 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 29,362
Change-29,362 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 29,061
Change-29,061 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 28,917
Change-28,917 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 28,786
Change-28,786 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 28,644
Change-28,644 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 28,402
Change-28,402 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 27,782
Change-27,782 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 27,748
Change-27,748 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,465
Change-27,465 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 27,352
Change-27,352 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 27,108
Change-27,108 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 26,984
Change-26,984 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 26,972
Change-26,972 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 26,950
Change-26,950 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 26,908
Change-26,908 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 26,550
Change-26,550 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 26,363
Change-26,363 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 26,276
Change-26,276 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 26,105
Change-26,105 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 25,904
Change-25,904 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 25,776
Change-25,776 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 25,599
Change-25,599 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 25,418
Change-25,418 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 25,204
Change-25,204 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Muhlenkamp & Co Inc
N/A
Shares— from 24,855
Change-24,855 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 24,760
Change-24,760 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 24,490
Change-24,490 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 24,332
Change-24,332 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 24,200
Change-24,200 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 23,958
Change-23,958 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 23,746
Change-23,746 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 23,341
Change-23,341 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 22,776
Change-22,776 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 22,698
Change-22,698 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 22,663
Change-22,663 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 22,538
Change-22,538 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 22,418
Change-22,418 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 22,275
Change-22,275 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 22,081
Change-22,081 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 21,951
Change-21,951 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 21,947
Change-21,947 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 21,747
Change-21,747 (-100%)
Value—
Nwam LLC
N/A
Shares— from 21,402
Change-21,402 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 21,195
Change-21,195 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 21,183
Change-21,183 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 21,160
Change-21,160 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 21,092
Change-21,092 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 20,916
Change-20,916 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 20,398
Change-20,398 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 20,039
Change-20,039 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 19,626
Change-19,626 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 19,572
Change-19,572 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 19,451
Change-19,451 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 19,403
Change-19,403 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 19,175
Change-19,175 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 19,110
Change-19,110 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 18,721
Change-18,721 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 18,693
Change-18,693 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 18,405
Change-18,405 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 18,160
Change-18,160 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 17,909
Change-17,909 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 17,563
Change-17,563 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 17,560
Change-17,560 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 17,538
Change-17,538 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 17,386
Change-17,386 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 17,379
Change-17,379 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 17,003
Change-17,003 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 16,889
Change-16,889 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 16,816
Change-16,816 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 16,771
Change-16,771 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 16,717
Change-16,717 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 16,546
Change-16,546 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 16,430
Change-16,430 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 16,363
Change-16,363 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 16,271
Change-16,271 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 15,999
Change-15,999 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 15,762
Change-15,762 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 15,750
Change-15,750 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 15,644
Change-15,644 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 15,458
Change-15,458 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 15,441
Change-15,441 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 15,386
Change-15,386 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 15,369
Change-15,369 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 15,306
Change-15,306 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 15,300
Change-15,300 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 15,152
Change-15,152 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 15,126
Change-15,126 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 15,104
Change-15,104 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 14,675
Change-14,675 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 14,635
Change-14,635 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 14,528
Change-14,528 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 14,470
Change-14,470 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 14,430
Change-14,430 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 14,348
Change-14,348 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 14,236
Change-14,236 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 14,077
Change-14,077 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 13,898
Change-13,898 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 13,864
Change-13,864 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 13,850
Change-13,850 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 13,771
Change-13,771 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 13,766
Change-13,766 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 13,722
Change-13,722 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 13,702
Change-13,702 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 13,684
Change-13,684 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 13,672
Change-13,672 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 13,552
Change-13,552 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 13,402
Change-13,402 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 13,328
Change-13,328 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 13,148
Change-13,148 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 13,060
Change-13,060 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 12,951
Change-12,951 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 12,866
Change-12,866 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 12,834
Change-12,834 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 12,833
Change-12,833 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 12,445
Change-12,445 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 12,420
Change-12,420 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 12,414
Change-12,414 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 12,390
Change-12,390 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 12,379
Change-12,379 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 12,355
Change-12,355 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 12,334
Change-12,334 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 12,310
Change-12,310 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 12,047
Change-12,047 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 11,930
Change-11,930 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 11,827
Change-11,827 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 11,802
Change-11,802 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 11,732
Change-11,732 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,570
Change-11,570 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 11,545
Change-11,545 (-100%)
Value—
CNB Bank
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,468
Change-11,468 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 10,832
Change-10,832 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 10,606
Change-10,606 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 10,473
Change-10,473 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,466
Change-10,466 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,442
Change-10,442 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 10,425
Change-10,425 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 10,209
Change-10,209 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 10,198
Change-10,198 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 10,172
Change-10,172 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 10,033
Change-10,033 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 10,004
Change-10,004 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 9,836
Change-9,836 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 9,834
Change-9,834 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 9,689
Change-9,689 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 9,617
Change-9,617 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 9,612
Change-9,612 (-100%)
Value—
Summitry LLC
N/A
Shares— from 9,610
Change-9,610 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 9,591
Change-9,591 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,563
Change-9,563 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 9,503
Change-9,503 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 9,443
Change-9,443 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 9,395
Change-9,395 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 9,384
Change-9,384 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 9,251
Change-9,251 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 9,186
Change-9,186 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 9,185
Change-9,185 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 9,171
Change-9,171 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,093
Change-9,093 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 8,920
Change-8,920 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 8,906
Change-8,906 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 8,848
Change-8,848 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 8,841
Change-8,841 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 8,820
Change-8,820 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,770
Change-8,770 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 8,754
Change-8,754 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 8,628
Change-8,628 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 8,605
Change-8,605 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 8,590
Change-8,590 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 8,509
Change-8,509 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 8,499
Change-8,499 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 8,458
Change-8,458 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 8,445
Change-8,445 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 8,203
Change-8,203 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 8,166
Change-8,166 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 8,102
Change-8,102 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 8,059
Change-8,059 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 7,750
Change-7,750 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7,710
Change-7,710 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 7,681
Change-7,681 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 7,650
Change-7,650 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,629
Change-7,629 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 7,513
Change-7,513 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 7,480
Change-7,480 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 7,372
Change-7,372 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 7,262
Change-7,262 (-100%)
Value—
Calydon Capital
N/A
Shares— from 7,246
Change-7,246 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 6,983
Change-6,983 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Kore Advisors LP
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 6,611
Change-6,611 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 6,557
Change-6,557 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 6,501
Change-6,501 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 6,477
Change-6,477 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 6,430
Change-6,430 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 6,324
Change-6,324 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 6,174
Change-6,174 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 6,075
Change-6,075 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
Members Trust Co
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 5,930
Change-5,930 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,773
Change-5,773 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 5,683
Change-5,683 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 5,673
Change-5,673 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 5,590
Change-5,590 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 5,446
Change-5,446 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 5,442
Change-5,442 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5,322
Change-5,322 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 5,057
Change-5,057 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,912
Change-4,912 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,366
Change-4,366 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 3,805
Change-3,805 (-100%)
Value—
Motco
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3,534
Change-3,534 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 900
Change-900 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 733
Change-733 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 656
Change-656 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 423
Change-423 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 330
Change-330 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 131
Change-131 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 97
Change-97 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Alps Advisors Inc
INCREASED46,611,99543,655,056+2,956,939+7%$1.6B$1.7B+$55.1M2026-11-03
Thrivent Financial for Lutherans
INCREASED6,270,6766,060,053+210,623+3%$222.8M$223.3M+$531.0K2026-11-05
Hamlin Capital Management, LLC
DECREASED4,757,4114,792,357-34,946-1%$176.2M$169.4M-$6.8M2026-10-08
Chickasaw Capital Management LLC
DECREASED4,564,8704,727,610-162,740-3%$173.8K$162.6M+$162.4M2026-10-08
LPL Financial LLC
INCREASED4,508,7554,261,876+246,879+6%$156.7M$160.6M+$3.9M2026-11-06
Miller Howard Investments Inc
INCREASED3,344,1183,211,891+132,227+4%$118.1M$119.1M+$1.0M2026-10-26
Eagle Global Advisors LLC
DECREASED3,275,2663,285,266-10,0000%$120.8M$116.6M-$4.1M2026-11-02
Reaves W H & Co Inc
DECREASED3,035,9403,493,940-458,000-13%$128.4M$108.1M-$20.3M2026-11-06
Principal Financial Group Inc
DECREASED2,860,1703,121,938-261,768-8%$114.8M$101.9M-$12.9M2026-11-02
Natixis
INCREASED2,447,236771,472+1,675,764+217%$28.4M$87.1M+$58.8M2026-11-06
Americana Partners, LLC
DECREASED2,418,8442,425,057-6,2130%$89.1M$86.1M-$3.0M2026-10-28
Chicago Partners Investment Group LLC
INCREASED2,152,8992,073,101+79,798+4%$80.4M$79.8M-$606.9K2026-10-27
Deutsche Bank Ag\
INCREASED1,882,9261,847,526+35,400+2%$67.9M$67.1M-$864.1K2026-11-06
Fractal Investments LLC
UNCHANGED1,837,0441,837,04400%$67.5M$65.4M-$2.1M2026-10-28
Cushing Asset Management, LP dba NXG Investment Management
INCREASED1,801,5001,565,500+236,000+15%$57.5M$64.2M+$6.6M2026-10-26
Barclays PLC
DECREASED1,675,8151,733,174-57,359-3%$63.7M$59.7M-$4.0M2026-11-06
Duff & Phelps Investment Management Co
UNCHANGED1,560,1731,560,17300%$57.4M$55.6M-$1.8M2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED1,452,1691,464,972-12,803-1%$53.9M$51.7M-$2.1M2026-11-05
Maryland State Retirement & Pension System
DECREASED1,246,4361,373,237-126,801-9%$50.5M$44.4M-$6.1M2026-11-05
PNC Financial Services Group, Inc.
INCREASED1,228,5631,206,231+22,332+2%$44.3M$43.7M-$591.9K2026-11-06
Penn Davis Mcfarland Inc
DECREASED1,168,4021,175,994-7,592-1%$43.2M$41.6M-$1.6M2026-10-23
Northside Capital Management, LLC
INCREASED1,125,7561,125,740+160%$41.4M$40.1M-$1.3M2026-10-13
Tetrad Corp
UNCHANGED1,100,0001,100,00000%$40.4M$39.2M-$1.3M2026-10-06
Elevation Point Wealth Partners, LLC
INCREASED1,040,4731,032,284+8,189+1%$37.9M$37.1M-$895.5K2026-11-05
Auto-Owners Insurance Co
UNCHANGED1,000,0001,000,00000%$36.8M$35.6M-$1.2M2026-10-15
Commonwealth Equity Services, LLC
DECREASED983,2101,084,844-101,634-9%$39.9M$35.0M-$4.9M2026-11-02
Prospera Financial Services Inc
INCREASED944,993935,668+9,325+1%$34.4M$36.1M+$1.7M2026-11-04
Exchange Traded Concepts, LLC
DECREASED899,338909,248-9,910-1%$33.4M$32.0M-$1.4M2026-10-28
Creative Planning
INCREASED889,126887,520+1,606+0%$32.6M$31.7M-$963.5K2026-11-02
Kestra Advisory Services, LLC
DECREASED853,5251,039,913-186,388-18%$38.2M$30.4M-$7.8M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED817,468788,859+28,609+4%$29.4M$30.0M+$641.2K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED808,841770,010+38,831+5%$28.3M$28.8M+$497.0K2026-11-02
Evergreen Capital Management LLC
DECREASED786,463796,751-10,288-1%$29.3M$28.0M-$1.3M2026-10-23
KDK Private Wealth Management, LLC
INCREASED786,182776,304+9,878+1%$28.5M$28.0M-$541.0K2026-11-03
Sanders Morris Harris LLC
NEW763,555—+763,555——$28.1M—2026-10-14
Neos Investment Management LLC
DECREASED660,891815,015-154,124-19%$30.0M$23.5M-$6.4M2026-11-04
US Bancorp \de\
DECREASED646,987664,984-17,997-3%$24.4M$23.0M-$1.4M2026-11-05
Markel Group Inc.
INCREASED612,000569,000+43,000+8%$20.9M$21.8M+$876.9K2026-10-30
Capital Investment Advisors, LLC
DECREASED594,247594,583-3360%$21.9M$21.2M-$695.7K2026-10-22
iA Global Asset Management Inc.
INCREASED567,499509,328+58,171+11%$18.7M$20.2M+$1.5M2026-10-29
Private Capital Advisors, Inc.
DECREASED528,493530,308-1,8150%$19.5M$18.8M-$674.5K2026-10-06
Investment Management Associates Inc
DECREASED520,129524,941-4,812-1%$19.3M$18.5M-$775.0K2026-10-29
Gagnon Securities LLC
DECREASED508,977510,576-1,5990%$18.8M$18.1M-$644.1K2026-11-05
AlphaCore Capital LLC
INCREASED469,468458,833+10,635+2%$16.9M$16.7M-$149.0K2026-11-04
D.A. Davidson & Co.
DECREASED469,139489,584-20,445-4%$18.0M$16.7M-$1.3M2026-10-28
Catalyst Capital Advisors LLC
UNCHANGED467,740467,74000%$17.2M$16.7M-$537.9K2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
INCREASED461,834458,936+2,898+1%$16.9M$16.4M-$424.6K2026-10-08
Oppenheimer & Co Inc
INCREASED455,801417,522+38,279+9%$15.3M$16.2M+$883.0K2026-10-26
Truist Financial Corp
DECREASED450,269502,012-51,743-10%$18.5M$16.0M-$2.4M2026-10-30
Tectonic Advisors LLC
INCREASED443,070420,613+22,457+5%$15.5M$15.8M+$316.0K2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED438,541430,166+8,375+2%$15.8M$15.6M-$196.5K2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED429,964429,813+151+0%$15.8M$15.3M-$488.9K2026-11-05
Payden & Rygel
UNCHANGED417,070417,07000%$15.3M$14.9M-$479.0K2026-10-28
Hurley Capital, LLC
INCREASED408,235383,565+24,670+6%$14.1M$14.5M+$437.4K2026-11-05
Lido Advisors, LLC
DECREASED402,103407,351-5,248-1%$15.0M$14.3M-$655.4K2026-11-04
Adams Asset Advisors, LLC
UNCHANGED398,768398,76800%$14.7M$14.2M-$458.6K2026-10-08
Moors & Cabot, Inc.
INCREASED398,628398,106+522+0%$14.6M$14.2M-$439.2K2026-11-06
Fogel Capital Management, Inc.
INCREASED394,610389,960+4,650+1%$14.3M$14.1M-$282.9K2026-11-04
WP Advisors, LLC
INCREASED383,561378,218+5,343+1%$13.9M$13.7M-$244.7K2026-10-22
Cohen Capital Management, Inc.
UNCHANGED368,691368,69100%$13.6M$13.1M-$424.0K2026-10-14
Parsons Capital Management Inc
INCREASED357,564351,571+5,993+2%$12.9M$12.7M-$190.9K2026-10-28
Davenport & Co LLC
INCREASED349,534346,953+2,581+1%$12.7M$12.5M-$260.4K2026-10-14
Gagnon Advisors, LLC
UNCHANGED339,877339,87700%$12.5M$12.1M-$390.9K2026-11-06
GenTrust, LLC
UNCHANGED332,201332,20100%$12.2M$11.8M-$382.0K2026-11-06
Larson Financial Group LLC
DECREASED327,195353,998-26,803-8%$13.0M$11.7M-$1.4M2026-11-05
Segment Wealth Management, LLC
UNCHANGED321,451321,45100%$11.8M$11.4M-$369.7K2026-10-26
Bank of New York Mellon Corp
DECREASED319,094410,441-91,347-22%$15.1M$11.4M-$3.7M2026-11-05
Savant Capital, LLC
INCREASED311,558271,367+40,191+15%$10.1M$11.1M+$990.6K2026-11-06
Seven Post Investment Office LP
INCREASED309,458306,976+2,482+1%$11.3M$11.0M-$264.6K2026-10-26
Pathway Financial Advisers, LLC
INCREASED302,350296,891+5,459+2%$10.9M$10.8M-$147.0K2026-10-27
Deroy & Devereaux Private Investment Counsel Inc
INCREASED298,344295,644+2,700+1%$10.9M$10.6M-$244.0K2026-10-26
Inscription Capital, LLC
DECREASED283,711297,266-13,555-5%$10.9M$10.1M-$824.5K2026-11-02
Edgemoor Investment Advisors, Inc.
DECREASED281,792288,717-6,925-2%$10.6M$10.0M-$578.6K2026-11-03
Hennessy Advisors Inc
UNCHANGED280,390280,39000%$10.3M$10.0M-$322.4K2026-10-28
Ellsworth Advisors, LLC
INCREASED279,836270,501+9,335+3%$10.1M$10.0M-$184.2K2026-10-15
Walnut Private Equity Partners, LLC
UNCHANGED259,978259,97800%$9.6M$9.3M-$299.0K2026-10-14
Account Management LLC
UNCHANGED257,210257,21000%$9.5M$9.2M-$295.8K2026-11-04
Cullen Investment Group, Ltd.
DECREASED254,394254,883-4890%$9.4M$9.1M-$234.2K2026-10-13
Salem Investment Counselors Inc
UNCHANGED254,293254,29300%$9.3M$9.1M-$292.4K2026-10-13
Nations Financial Group Inc,
INCREASED249,684247,164+2,520+1%$9.1M$8.9M-$194.5K2026-11-05
King Luther Capital Management Corp
DECREASED242,376242,521-1450%$8.9M$8.6M-$284.1K2026-11-05
Linscomb Wealth, Inc.
DECREASED236,083240,205-4,122-2%$8.8M$8.4M-$423.0K2026-11-05
Bridgelight Financial Advisors, Inc.
INCREASED232,351230,599+1,752+1%$8.5M$8.3M-$202.8K2026-10-20
Nitor Capital Management, LLC
INCREASED228,804223,604+5,200+2%$8.2M$8.1M-$72.0K2026-11-04
Renaissance Investment Group LLC
DECREASED226,326228,226-1,900-1%$8.4M$8.1M-$330.1K2026-10-28
HUB Investment Partners, LLC
DECREASED219,498283,781-64,283-23%$10.4M$7.8M-$2.6M2026-11-03
Loudon Investment Management, LLC
UNCHANGED217,907217,90700%$8.0M$7.8M-$250.6K2026-11-06
Gilman Hill Asset Management, LLC
DECREASED216,195220,165-3,970-2%$8.1M$7.7M-$394.6K2026-10-13
Meixler Investment Management, Ltd.
INCREASED204,150172,400+31,750+18%$6.3M$7.3M+$932.4K2026-11-03
Outfitters Financial LLC
UNCHANGED200,372200,37200%$7.4M$7.1M-$230.4K2026-10-23
Adell Harriman & Carpenter Inc
DECREASED196,443201,989-5,546-3%$7.4M$7.0M-$429.8K2026-11-02
OAK Family Advisors, LLC
INCREASED195,975195,730+245+0%$7.2M$7.0M-$216.3K2026-10-19
CoreCap Advisors, LLC
INCREASED192,743167,364+25,379+15%$6.2M$6.9M+$711.3K2026-10-08
Chilton Capital Management LLC
DECREASED192,186194,242-2,056-1%$7.1M$6.8M-$296.6K2026-10-28
Sheets Smith Wealth Management
DECREASED185,177199,527-14,350-7%$7.3M$6.6M-$740.5K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED183,641152,072+31,569+21%$5.6M$6.5M+$949.3K2026-10-16
CFM Wealth Partners LLC
DECREASED183,586183,670-840%$6.8M$6.5M-$214.2K2026-11-05
Baldwin Wealth Partners LLC
DECREASED181,408182,920-1,512-1%$6.7M$6.5M-$264.2K2026-10-13
HB Wealth Management, LLC
INCREASED173,443164,218+9,225+6%$6.0M$6.2M+$139.6K2026-10-23
Citigroup Inc
DECREASED169,174205,556-36,382-18%$7.6M$6.0M-$1.5M2026-11-04
Birch Capital Management, LLC
INCREASED167,714166,599+1,115+1%$6.1M$6.0M-$151.9K2026-10-27
Pekin Hardy Strauss, Inc.
DECREASED166,438168,143-1,705-1%$6.2M$5.9M-$254.1K2026-11-02
Childress Capital Advisors, LLC
INCREASED166,319165,965+354+0%$6.1M$5.9M-$178.3K2026-10-28
Choreo, LLC
INCREASED164,066154,111+9,955+6%$5.7M$5.8M+$177.3K2026-10-28
Independent Financial Group, LLC
DECREASED163,313171,027-7,714-5%$6.3M$5.8M-$471.4K2026-10-13
Hollow Brook Wealth Management LLC
DECREASED155,317156,110-793-1%$5.7M$5.5M-$207.8K2026-10-29
A. D. Beadell Investment Counsel, Inc.
UNCHANGED153,310153,31000%$5.6K$5.5M+$5.5M2026-10-14
Fort Washington Investment Advisors Inc
DECREASED151,954157,071-5,117-3%$5.8M$5.4M-$362.8K2026-10-15
Private Management Group Inc
UNCHANGED151,147151,14700%$5.6M$5.4M-$173.8K2026-11-04
Canal Insurance Co
UNCHANGED150,000150,00000%$5.5M$5.3M-$172.0K2026-10-20
Regions Financial Corp
INCREASED145,543127,392+18,151+14%$4.7M$5.2M+$499.9K2026-11-05
Howard Financial Services, Ltd.
INCREASED141,181139,438+1,743+1%$5.1M$5.0M-$98.3K2026-10-15
Shoker Investment Counsel, Inc.
INCREASED131,617130,652+965+1%$4.8M$4.7M-$115.9K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED131,564130,357+1,207+1%$4.8M$4.7M-$107.0K2026-11-05
AM Investment Strategies LLC
INCREASED127,836125,180+2,656+2%$4.6K$4.6M+$4.5M2026-11-05
Bokf, NA
INCREASED126,069104,782+21,287+20%$3.9M$4.5M+$637.5K2026-10-27
Crescent Grove Advisors, LLC
INCREASED124,61854,799+69,819+127%$2.0M$4.4M+$2.4M2026-10-21
Trust Co of Toledo NA
DECREASED124,418127,385-2,967-2%$4.7M$4.4M-$252.1K2026-10-16
Sapient Capital LLC
DECREASED123,925129,904-5,979-5%$4.8M$4.4M-$362.3K2026-10-08
BCM Advisors, LLC
UNCHANGED122,984122,98400%$4.8M$4.7M-$71.3K2026-11-03
Spirit of America Management Corp
UNCHANGED121,386121,38600%$4.5M$4.3M-$139.6K2026-10-14
Certified Advisory Corp
INCREASED121,240115,799+5,441+5%$4.3M$4.3M+$60.6K2026-10-29
JFS Wealth Advisors, LLC
DECREASED121,233123,018-1,785-1%$4.5M$4.3M-$205.0K2026-11-03
Private Wealth Partners, LLC
INCREASED120,100119,100+1,000+1%$4.4M$4.3M-$101.4K2026-10-22
Legacy Advisors, LLC
INCREASED119,872119,033+839+1%$4.4M$4.3M-$107.0K2026-10-19
Nicholas Company, Inc.
UNCHANGED119,100119,10000%$4.4M$4.2M-$137.0K2026-11-05
Woodmont Investment Counsel LLC
INCREASED117,056116,075+981+1%$4.3M$4.2M-$98.6K2026-10-29
Apollon Wealth Management, LLC
INCREASED115,971111,551+4,420+4%$4.1M$4.1M+$29.1K2026-10-23
ProShare Advisors LLC
DECREASED115,284132,088-16,804-13%$4.9M$4.1M-$750.3K2026-10-29
Cherokee Insurance Co
UNCHANGED115,000115,00000%$4.2M$4.1M-$132.3K2026-11-05
Asset Planning Services Inc
DECREASED113,655115,905-2,250-2%$4.3M$4.0M-$214.0K2026-10-15
ProVise Management Group, LLC
DECREASED112,277113,728-1,451-1%$4.2M$4.0M-$182.5K2026-11-06
ARS Investment Partners, LLC
DECREASED111,264112,187-923-1%$4.1M$4.0M-$161.9K2026-11-05
Ascentis Wealth Management, LLC
INCREASED110,88272,329+38,553+53%$2.7M$3.9M+$1.3M2026-11-03
Doliver Advisors, LP
DECREASED108,513118,513-10,000-8%$4.4M$3.9M-$492.4K2026-10-01
XML Financial, LLC
INCREASED108,226102,139+6,087+6%$3.8M$3.9M+$99.3K2026-10-29
Clear Trail Advisors, LLC
INCREASED108,033108,019+14+0%$4.0M$3.8M-$123.7K2026-10-20
Moneco Advisors, LLC
DECREASED107,875115,382-7,507-7%$4.2M$3.8M-$400.0K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED107,674101,769+5,905+6%$3.7M$3.8M+$93.2K2026-11-06
Calamos Advisors LLC
UNCHANGED105,810105,81000%$3.9M$3.8M-$121.7K2026-11-02
Joel Isaacson & Co., LLC
UNCHANGED105,143105,14300%$3.9M$3.7M-$120.9K2026-11-05
Level Four Advisory Services, LLC
DECREASED102,970119,663-16,693-14%$4.4M$3.7M-$732.0K2026-11-06
Allworth Financial LP
INCREASED98,40781,212+17,195+21%$3.0M$3.6M+$632.1K2026-11-06
Bfsg, LLC
DECREASED98,099101,534-3,435-3%$3.7M$3.5M-$239.1K2026-10-30
Daymark Wealth Partners, LLC
DECREASED97,928100,352-2,424-2%$3.7M$3.5M-$201.7K2026-11-04
Kercheville Advisors, LLC
DECREASED96,470102,920-6,450-6%$3.8M$3.4M-$348.0K2026-10-19
Integrity Alliance, Llc.
DECREASED95,902104,411-8,509-8%$3.8M$3.4M-$423.1K2026-10-29
Mainsail Asset Management, LLC
INCREASED95,78494,395+1,389+1%$3.6M$3.6M-$37.0K2026-10-14
Simplex Trading, LLC
NEW95,277—+95,277——$3.4M—2026-11-04
Clearstead Advisors, LLC
DECREASED93,14093,924-784-1%$3.5M$3.3M-$135.9K2026-11-06
Corps Capital Advisors, LLC
UNCHANGED92,75592,75500%$3.4M$3.3M-$106.7K2026-11-05
Pinnacle Associates LTD
DECREASED92,56992,609-400%$3.4M$3.3M-$107.9K2026-10-20
Verity & Verity, LLC
UNCHANGED92,53092,53000%$3.4M$3.3M-$106.4K2026-10-23
Verity Asset Management, Inc.
INCREASED91,89491,320+574+1%$3.4M$3.3M-$84.6K2026-10-30
Valeo Financial Advisors, LLC
DECREASED91,51193,271-1,760-2%$3.4M$3.3M-$169.9K2026-10-08
Perigon Wealth Management, LLC
DECREASED90,75896,653-5,895-6%$3.6M$3.2M-$321.0K2026-10-22
Wedbush Securities Inc
DECREASED88,32091,385-3,065-3%$3.4M$3.1M-$214.0K2026-10-22
Steel Grove Capital Advisors, LLC
DECREASED87,68493,220-5,536-6%$3.4M$3.1M-$304.3K2026-10-13
Royal Palms Capital LLC
DECREASED86,83187,490-659-1%$3.2M$3.1M-$124.1K2026-10-23
Parallel Advisors, LLC
INCREASED86,66448,734+37,930+78%$1.8M$3.1M+$1.3M2026-11-03
MGO One Seven LLC
INCREASED85,88485,276+608+1%$3.1M$3.1M-$76.4K2026-10-28
McAlvany Wealth Management LLC
INCREASED85,22080,615+4,605+6%$3.0M$3.0M+$71.3K2026-10-29
Applied Capital LLC
INCREASED85,19984,434+765+1%$3.1M$3.0M-$69.9K2026-10-07
Flagship Harbor Advisors, LLC
DECREASED84,67686,873-2,197-3%$3.2M$3.0M-$178.2K2026-10-26
Venture Visionary Partners LLC
INCREASED84,59627,561+57,035+207%$1.0M$3.0M+$2.0M2026-10-07
Oppenheimer Asset Management Inc.
DECREASED83,40986,211-2,802-3%$3.2M$3.0M-$198.9K2026-10-27
Shrier Wealth Management, LLC
INCREASED83,12882,750+378+0%$3.0M$3.0M-$81.7K2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED83,00583,00500%$3.1M$3.0M-$95.5K2026-10-23
GraniteShares Advisors LLC
INCREASED82,19380,921+1,272+2%$3.0M$2.9M-$47.8K2026-10-29
Tufton Capital Management
DECREASED81,82082,230-4100%$3.0M$2.9M-$109.0K2026-10-20
Cowa, LLC
INCREASED81,53081,330+200+0%$3.0M$2.9M-$86.4K2026-10-30
Everett Harris & Co
INCREASED80,49879,383+1,115+1%$2.9M$2.9M-$51.6K2026-10-28
Wealthcare Advisory Partners LLC
DECREASED79,96280,573-611-1%$3.0M$2.8M-$114.4K2026-10-21
TD Waterhouse Canada Inc.
INCREASED79,54275,517+4,025+5%$2.8M$2.8M+$78.8K2026-10-16
Keybank National Association
DECREASED78,74483,567-4,823-6%$3.1M$2.8M-$267.8K2026-11-04
Teamwork Financial Advisors, LLC
DECREASED77,10394,389-17,286-18%$3.5M$2.7M-$724.1K2026-10-19
Evanson Financial, LLC
INCREASED76,27374,200+2,073+3%$2.7M$2.7M-$11.5K2026-10-23
Samalin Investment Counsel, LLC
INCREASED75,30075,058+242+0%$2.8M$2.7M-$77.7K2026-10-23
Farther Finance Advisors, LLC
INCREASED75,18874,916+272+0%$2.8M$2.7M-$76.5K2026-10-08
Chatham Capital Group, Inc.
INCREASED73,59373,560+33+0%$2.7M$2.6M-$83.4K2026-10-16
United Advisor Group, LLC
INCREASED72,87869,464+3,414+5%$2.6M$2.6M+$41.7K2026-11-03
IFP Advisors, Inc
INCREASED72,83170,278+2,553+4%$2.6M$2.6M+$10.1K2026-10-16
SL Advisors, LLC
UNCHANGED71,35171,35100%$2.6M$2.5M-$73.2K2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED70,94071,867-927-1%$2.6M$2.5M-$115.7K2026-10-08
HWG Holdings LP
UNCHANGED70,55770,55700%$2.6M$2.5M-$81.1K2026-10-08
Tritonpoint Wealth, LLC
DECREASED70,52971,073-544-1%$2.6M$2.5M-$101.1K2026-10-19
180 Wealth Advisors, LLC
INCREASED69,56553,274+16,291+31%$2.0M$2.5M+$518.9K2026-11-03
GFS Advisors, LLC
DECREASED69,32569,550-2250%$11.5M$2.5M-$9.0M2026-11-03
RS Crum Inc.
UNCHANGED68,55368,55300%$2.5M$2.4M-$78.8K2026-10-19
Planning Strategies Inc.
INCREASED68,50168,383+118+0%$2.5M$2.4M-$74.4K2026-10-02
Blue Trust, Inc.
INCREASED68,49565,122+3,373+5%$2.4M$2.4M+$45.2K2026-10-15
Montchanin Asset Management, LLC
UNCHANGED67,80067,80000%$2.5M$2.4M-$78.0K2026-11-02
Sowell Financial Services LLC
DECREASED67,36175,019-7,658-10%$2.8M$2.4M-$359.0K2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED67,26361,273+5,990+10%$2.2M$2.4M+$149.0K2026-10-13
C2c Wealth Management, LLC
UNCHANGED66,14666,14600%$2.4M$2.4M-$76.1K2026-10-20
GP Brinson Investments LLC
UNCHANGED65,90965,90900%$2.4M$2.3M-$75.8K2026-10-01
Charles Schwab Trust Co
UNCHANGED65,51865,51800%$2.4M$2.3M-$75.3K2026-10-15
Magnus Financial Group LLC
DECREASED64,92565,080-1550%$2.4M$2.3M-$80.4K2026-10-21
Optimist Retirement Group LLC
INCREASED64,64162,956+1,685+3%$2.3M$2.3M-$12.4K2026-10-30
Tcfg Investment Advisors, LLC
INCREASED64,00463,604+400+1%$2.3M$2.3M-$58.9K2026-10-20
Visionary Wealth Advisors
INCREASED62,65662,624+32+0%$2.3M$2.2M-$70.9K2026-11-04
L. Roy Papp & Associates, LLP
UNCHANGED61,85861,85800%$2.3M$2.2M-$71.1K2026-10-21
Silverberg Bernstein Capital Management LLC
DECREASED61,48062,480-1,000-2%$2.3M$2.2M-$107.5K2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED60,57659,920+656+1%$2.2M$2.2M-$45.5K2026-10-21
Capital Investment Advisory Services, LLC
INCREASED60,56059,359+1,201+2%$2.2M$2.2M-$22.4K2026-10-30
Whipplewood Advisors, LLC
UNCHANGED59,94559,94500%$2.2M$2.1M-$68.9K2026-10-20
Promethium Advisors,llc
INCREASED59,93959,339+600+1%$2.2M$2.1M-$46.9K2026-10-19
Baer Investment Advisory LLC
DECREASED59,32160,309-988-2%$2.2M$2.1M-$90.0K2026-10-13
Merit Financial Group, LLC
INCREASED58,74054,906+3,834+7%$2.0M$2.1M+$73.4K2026-11-06
Edmp, Inc.
UNCHANGED58,59758,59700%$2.2M$2.1M-$67.4K2026-10-22
Intrua Financial, LLC
DECREASED57,87458,515-641-1%$2.2M$2.1M-$90.1K2026-10-28
Ascentis Independent Advisors
INCREASED57,100140+56,960+40686%$5.1K$2.0M+$2.0M2026-11-03
VestGen Advisors, LLC
INCREASED56,74956,152+597+1%$2.1M$2.0M-$43.3K2026-10-27
Robertson Stephens Wealth Management, LLC
DECREASED56,20656,876-670-1%$2.1M$2.0M-$89.3K2026-10-16
UMB Bank, n.a.
UNCHANGED55,00955,00900%$2.0M$2.0M-$63.3K2026-11-06
MSH Capital Advisors LLC
INCREASED54,82354,057+766+1%$2.0M$2.0M-$34.9K2026-11-03
Quadrant Private Wealth Management, LLC
NEW54,679—+54,679——$1.9M—2026-11-04
Elco Management Co., LLC
DECREASED54,05454,213-1590%$2.0M$1.9M-$68.0K2026-10-14
Morey & Quinn Wealth Partners, LLC
DECREASED53,28253,482-2000%$2.0M$1.9M-$68.6K2026-10-28
Chiron Capital Management, LLC
DECREASED53,05953,931-872-2%$2.0M$1.9M-$93.1K2026-10-15
Harrell Investment Partners, LLC
DECREASED52,83762,052-9,215-15%$2.3M$1.9M-$399.5K2026-10-15
Lee Financial Co
INCREASED51,83151,357+474+1%$1.9M$1.8M-$42.2K2026-10-16
Argyle Capital Partners, LLC
DECREASED51,67752,209-532-1%$1.9M$1.8M-$79.0K2026-10-23
Cornerstone Advisory, LLC
INCREASED51,67350,917+756+1%$1.9M$1.8M-$31.6K2026-11-06
Paragon Advisors, LLC
UNCHANGED51,28851,28800%$1.9M$1.8M-$59.0K2026-11-03
Brighton Jones LLC
INCREASED50,92050,870+50+0%$1.9M$1.8M-$56.7K2026-11-03
Parkside Financial Bank & Trust
INCREASED50,89350,722+171+0%$1.9M$1.8M-$52.2K2026-10-27
Vise Technologies, Inc.
DECREASED50,78151,215-434-1%$1.9M$1.8M-$74.4K2026-10-29
Patten Group, Inc.
DECREASED50,74554,067-3,322-6%$2.0M$1.8M-$180.5K2026-10-26
Lifetime Wealth Management P.C.
DECREASED50,39556,890-6,495-11%$2.1M$1.8M-$296.7K2026-10-29
American Assets Investment Management, LLC
UNCHANGED50,00050,00000%$1.8M$1.8M-$57.5K2026-10-30
Covenant Asset Management, LLC
DECREASED49,95649,969-130%$1.8M$1.8M-$57.9K2026-10-14
Almanack Investment Partners, Llc.
INCREASED49,70649,653+53+0%$1.8M$1.8M-$55.2K2026-11-03
Kornitzer Capital Management Inc
UNCHANGED49,65049,65000%$1.8M$1.8M-$57.1K2026-11-03
Cresta Advisors, Ltd.
INCREASED49,21748,514+703+1%$1.8M$1.8M-$30.8K2026-10-14
Moody National Bank Trust Division
INCREASED49,07746,777+2,300+5%$1.7M$1.7M+$28.1K2026-10-06
Dynamic Advisor Solutions LLC
DECREASED49,07058,898-9,828-17%$2.2M$1.7M-$417.7K2026-10-13
Avion Wealth
UNCHANGED47,66947,66900%$1.8M$1.7M-$55.0K2026-11-04
Uptown Financial Advisors LLC
DECREASED47,65848,051-393-1%$1.8M$1.7M-$69.3K2026-10-15
StoneX Group Inc.
DECREASED47,14451,917-4,773-9%$1.9M$1.7M-$227.9K2026-11-03
E&G Advisors, LLC
INCREASED46,96846,954+14+0%$1.7M$1.7M-$51.1K2026-10-13
Capital City Trust Co
DECREASED46,73546,900-1650%$1.7M$1.7M-$59.8K2026-10-22
Obermeyer Wealth Partners
UNCHANGED46,71646,71600%$1.7M$1.7M-$53.7K2026-10-21
Lmcg Investments, LLC
DECREASED46,52347,834-1,311-3%$1.8M$1.7M-$101.7K2026-10-21
BIP Wealth, LLC
DECREASED46,30648,680-2,374-5%$1.8M$1.6M-$140.5K2026-10-22
R.H. Dinel Investment Counsel, Inc.
DECREASED46,20052,350-6,150-12%$1.9M$1.6M-$279.2K2026-10-14
Quantum Private Wealth, LLC
INCREASED45,04644,640+406+1%$1.6M$1.6M-$36.9K2026-10-20
Ritholtz Wealth Management
DECREASED43,96145,378-1,417-3%$1.7M$1.6M-$102.6K2026-11-05
Founders Capital Management
INCREASED43,80031,603+12,197+39%$1.2M$1.6M+$398.0K2026-10-13
Axiom Investment Management LLC
UNCHANGED43,77443,77400%$1.6M$1.6M-$50.3K2026-11-03
Pennsylvania Capital Management Inc
INCREASED43,69543,335+360+1%$1.6M$1.6M-$37.0K2026-11-05
Forum Financial Management, LP
INCREASED43,55042,436+1,114+3%$1.6M$1.6M-$9.1K2026-10-16
Destiny Wealth Partners, LLC
NEW43,400—+43,400——$1.6M—2026-11-05
Clarus Group, Inc.
DECREASED43,21145,955-2,744-6%$1.7M$1.5M-$150.6K2026-10-21
LVW Advisors, LLC
NEW42,688—+42,688——$1.5M—2026-10-19
Valley National Advisers Inc
DECREASED42,42042,447-270%$1.6M$1.5M-$49.8K2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED42,14442,14400%$1.5M$1.5M-$48.5K2026-10-09
Apella Capital, LLC
INCREASED42,02840,230+1,798+4%$1.5M$1.6M+$37.0K2026-10-08
Albert D Mason Inc
INCREASED41,69740,718+979+2%$1.5M$1.5M-$12.0K2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED41,46042,473-1,013-2%$1.6M$1.5M-$84.9K2026-10-08
International Assets Investment Management, LLC
INCREASED41,45437,590+3,864+10%$1.4M$1.5M+$105.9K2026-11-02
CMG Global Holdings, LLC
INCREASED40,99340,963+30+0%$1.5M$1.5M-$46.0K2026-10-14
Silver Lake Advisory, LLC
DECREASED40,86640,936-700%$1.5M$1.5M-$49.6K2026-10-22
Platform Technology Partners
INCREASED40,49740,492+5+0%$1.5M$1.4M-$46.4K2026-11-02
Geneva Partners, LLC
UNCHANGED40,25040,25000%$1.5M$1.4M-$46.3K2026-10-26
Russell Investments Group, Ltd.
INCREASED39,88135,091+4,790+14%$1.3M$1.4M+$130.2K2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED39,71839,890-1720%$1.5M$1.4M-$52.0K2026-11-04
American National Bank & Trust
UNCHANGED39,52139,52100%$1.5M$1.4M-$45.4K2026-10-07
Jamison Private Wealth Management, Inc.
INCREASED39,11039,047+63+0%$1.4M$1.4M-$42.7K2026-10-14
Corda Investment Management, Llc.
INCREASED38,95938,009+950+3%$1.4M$1.4M-$9.9K2026-10-22
Avantax Planning Partners, Inc.
INCREASED38,85834,752+4,106+12%$1.3M$1.4M+$106.2K2026-11-03
Overbrook Management Corp
UNCHANGED38,24138,24100%$1.4M$1.4M-$44.0K2026-10-08
Neville Rodie & Shaw Inc
DECREASED38,11638,228-1120%$1.4K$1.4K-$492026-10-05
Glenview Trust Co
DECREASED37,70038,972-1,272-3%$1.4M$1.3M-$90.1K2026-10-28
Hourglass Capital, LLC
UNCHANGED37,44737,44700%$1.4M$1.3M-$43.1K2026-10-26
Ulrich Consultants & Investment Group, LLC
NEW36,926—+36,926——$1.3M—2026-10-13
Busey Bank
DECREASED36,90238,295-1,393-4%$1.4M$1.3M-$93.6K2026-10-26
McAdam, LLC
INCREASED36,50535,302+1,203+3%$1.3M$1.3M+$2.2K2026-10-21
M Holdings Securities, Inc.
NEW36,487—+36,487——$1.3K—2026-11-03
Oliver Luxxe Assets LLC
UNCHANGED36,33136,33100%$1.3M$1.3M-$41.8K2026-10-14
Integrated Advisors Network LLC
DECREASED36,20837,578-1,370-4%$1.4M$1.3M-$92.0K2026-10-20
Basso Capital Management, L.P.
NEW35,860—+35,860——$1.3M—2026-10-30
Welch & Forbes LLC
INCREASED35,63934,416+1,223+4%$1.3M$1.3M+$4.0K2026-11-04
Tred Avon Family Wealth, LLC
DECREASED35,60937,154-1,545-4%$1.4M$1.3M-$97.7K2026-10-20
Mission Wealth Management, LP
DECREASED35,57047,100-11,530-24%$1.7M$1.3M-$464.7K2026-10-15
Madden Securities Corp
DECREASED35,51536,115-600-2%$1.3M$1.3M-$62.9K2026-10-27
CWA Asset Management Group, LLC
INCREASED35,47633,093+2,383+7%$1.2M$1.3M+$46.8K2026-10-19
Indivisible Partners
DECREASED35,277128,249-92,972-72%$4.7M$1.3M-$3.5M2026-10-26
Matthew Goff Investment Advisor, LLC
UNCHANGED35,26135,26100%$1.3M$1.3M-$40.6K2026-10-13
Quad-Cities Investment Group, LLC
INCREASED35,20534,980+225+1%$1.3M$1.3M-$32.2K2026-10-16
Karras Company, Inc.
DECREASED35,11336,344-1,231-3%$1.3M$1.3M-$85.6K2026-10-16
SeaBridge Investment Advisors LLC
INCREASED34,81034,610+200+1%$1.3M$1.2M-$32.7K2026-11-02
Lanark Financial, Inc.
DECREASED34,74434,924-180-1%$1.3M$1.2M-$46.6K2026-10-26
Simon Quick Advisors, LLC
INCREASED34,44434,410+34+0%$1.3M$1.2M-$38.4K2026-10-26
FSM Wealth Advisors, LLC
DECREASED34,21341,152-6,939-17%$1.5M$1.3M-$255.4K2026-10-27
Sigma Planning Corp
DECREASED33,61935,270-1,651-5%$1.3M$1.2M-$99.3K2026-10-23
Stockman Wealth Management, Inc.
INCREASED33,52232,622+900+3%$1.2M$1.2M-$5.5K2026-10-27
Aull & Monroe Investment Management Corp
UNCHANGED33,03133,03100%$1.2M$1.2M-$38.0K2026-10-16
Park Avenue Securities LLC
INCREASED32,71729,588+3,129+11%$1.1M$1.2M+$77.0K2026-10-26
NTV Asset Management LLC
DECREASED32,66433,664-1,000-3%$1.2M$1.2M-$74.3K2026-10-23
Whitener Capital Management, Inc.
DECREASED32,59433,398-804-2%$1.2M$1.2M-$67.1K2026-10-15
Claro Advisors Inc.
DECREASED32,56433,354-790-2%$1.2M$1.2M-$66.5K2026-11-02
Stablepoint Partners, LLC
DECREASED32,11132,265-1540%$1.2M$1.1M-$42.6K2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED32,09931,821+278+1%$1.2M$1.1M-$26.7K2026-10-14
Diversified Trust Co
DECREASED32,08933,474-1,385-4%$1.2M$1.1M-$87.8K2026-11-06
Griffin Asset Management, Inc.
INCREASED32,07331,999+74+0%$1.2M$1.1M-$34.2K2026-10-22
Root Financial Partners, LLC
DECREASED31,36631,633-267-1%$1.2M$1.1M-$45.9K2026-10-21
JBR Co Financial Management Inc
UNCHANGED31,02531,02500%$1.1M$1.1M-$7.4K2026-10-13
Hartford Financial Management Inc.
UNCHANGED30,74530,74500%$1.1M$1.1M-$35.4K2026-10-21
Mather Group, Llc.
INCREASED30,69329,285+1,408+5%$1.1M$1.1M+$16.5K2026-10-14
Hilltop National Bank
DECREASED30,39730,797-400-1%$1.1M$1.1M-$49.7K2026-10-14
Prairie Advisory, LLC
INCREASED30,22415,450+14,774+96%$567.9K$1.1M+$508.4K2026-10-19
Vista Investment Partners LLC
UNCHANGED30,09730,09700%$1.1M$1.1M-$34.6K2026-10-08
Rockwood Wealth Management, LLC
DECREASED30,02630,117-910%$1.1M$1.1M-$37.9K2026-10-27
Advisor OS, LLC
INCREASED29,93829,905+33+0%$1.1M$1.1M-$33.2K2026-11-03
Northeast Investment Management
INCREASED29,47626,849+2,627+10%$987.0K$1.0M+$62.7K2026-10-30
Naples Global Advisors, LLC
INCREASED29,47328,684+789+3%$1.1M$1.0M-$4.9K2026-11-05
Cyndeo Wealth Partners, LLC
INCREASED29,13226,744+2,388+9%$983.1K$1.0M+$54.3K2026-10-16
Citizens Financial Group Inc
INCREASED29,05326,923+2,130+8%$989.7K$1.0M+$44.9K2026-10-23
AMI Investment Management Inc
UNCHANGED28,94728,94700%$1.1M$1.0M-$33.3K2026-10-27
Plan Group Financial, LLC
DECREASED28,91740,643-11,726-29%$1.5M$1.1M-$424.7K2026-10-22
Granville Capital, Inc.
UNCHANGED27,97827,97800%$1.0M$996.3K-$32.2K2026-11-05
Fisher Asset Management, LLC
INCREASED27,80322,735+5,068+22%$835.8K$990.1K+$154.3K2026-11-06
10Elms LLP
UNCHANGED27,69527,69500%$1.0M$986.2K-$31.8K2026-11-06
Curated Wealth Partners LLC
UNCHANGED27,67027,67000%$1.0M$985.3K-$31.8K2026-10-15
Olistico Wealth, LLC
UNCHANGED27,44227,44200%$1.0M$977.2K-$31.6K2026-10-05
Crumly & Associates Inc.
DECREASED27,34633,637-6,291-19%$1.2M$973.8K-$262.7K2026-10-07
Uhlmann Price Securities, LLC
DECREASED27,19127,610-419-2%$1.0M$968.2K-$46.7K2026-11-03
Home Federal Bank of Tennessee
DECREASED27,17527,260-850%$1.0M$967.7K-$34.4K2026-10-15
Searle & Co.
DECREASED26,90328,903-2,000-7%$1.1M$958.0K-$104.5K2026-11-04
Spire Wealth Management
INCREASED26,71125,786+925+4%$947.9K$951.2K+$3.3K2026-10-30
Delta Financial Advisors LLC
UNCHANGED26,68226,68200%$980.8K$950.1K-$30.7K2026-10-27
MCF Advisors LLC
DECREASED26,66931,648-4,979-16%$1.2M$949.7K-$213.7K2026-10-28
Virtue Capital Management, LLC
UNCHANGED26,56026,56000%$976.3K$945.8K-$30.5K2026-10-29
Hardy Reed LLC
UNCHANGED26,45626,45600%$972.5K$942.1K-$30.4K2026-11-06
Sage Investment Counsel LLC
INCREASED26,40426,372+32+0%$969.4K$940.2K-$29.2K2026-10-26
Apollon Financial, LLC
INCREASED26,35626,261+95+0%$965.4K$938.5K-$26.8K2026-10-23
Chicago Capital, LLC
INCREASED26,27826,178+100+0%$962.3K$935.8K-$26.5K2026-10-13
Angeles Wealth Management, LLC
DECREASED26,12029,695-3,575-12%$1.1M$930.1K-$161.5K2026-10-26
Asset Allocation Strategies LLC
INCREASED26,07725,359+718+3%$932.2K$928.6K-$3.6K2026-10-20
Waters Parkerson & Co., LLC
DECREASED26,04227,518-1,476-5%$1.0M$927.4K-$84.2K2026-11-04
Wedmont Private Capital
DECREASED26,02927,771-1,742-6%$1.0M$956.6K-$78.4K2026-10-09
Atria Investments, Inc
DECREASED25,95026,085-135-1%$958.9K$924.1K-$34.8K2026-10-15
Tranquility Partners, LLC
INCREASED25,92424,647+1,277+5%$906.0K$923.2K+$17.1K2026-10-20
Allen Capital Group, LLC
INCREASED25,81625,446+370+1%$935.4K$919.3K-$16.1K2026-10-27
Lakewood Asset Management LLC
DECREASED25,76429,347-3,583-12%$1.1M$917.5K-$161.4K2026-10-26
Manske Wealth Management
INCREASED25,70225,699+3+0%$944.7K$915.2K-$29.5K2026-10-26
Lavelle Capital LP
INCREASED25,54725,462+85+0%$936.0K$909.7K-$26.3K2026-11-03
Register Financial Advisors LLC
INCREASED25,53525,510+25+0%$937.7K$909.3K-$28.4K2026-10-23
Central Trust Co
DECREASED25,37525,409-340%$934.0K$903.6K-$30.4K2026-11-05
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED25,25625,356-1000%$932.1K$899.4K-$32.7K2026-10-16
Sunbeam Capital Management, LLC
INCREASED25,17225,153+19+0%$924.6K$896.4K-$28.3K2026-11-05
Occidental Asset Management, LLC
UNCHANGED25,07025,07000%$921.6K$892.7K-$28.8K2026-11-05
Associated Banc-Corp
UNCHANGED24,96824,96800%$917.8K$889.1K-$28.7K2026-10-30
Tactive Advisors, LLC
INCREASED24,93224,407+525+2%$897.2K$887.8K-$9.4K2026-10-08
Beverly Hills Private Wealth, LLC
UNCHANGED24,87424,87400%$914.4K$885.7K-$28.6K2026-11-04
Brookstone Capital Management
DECREASED24,72730,602-5,875-19%$1.1M$880.5K-$244.4K2026-10-22
Morton Capital Management LLC
INCREASED24,60824,397+211+1%$896.8K$876.3K-$20.5K2026-10-23
TT Capital Management LLC
INCREASED24,57820,137+4,441+22%$740.2K$875.2K+$135.0K2026-10-15
Meriwether Wealth & Planning, LLC
INCREASED24,54122,741+1,800+8%$836.0K$873.9K+$37.9K2026-10-13
Burney Co/
DECREASED24,22624,250-240%$891.4K$862.7K-$28.7K2026-10-15
Ipswich Investment Management Co., Inc.
UNCHANGED24,12724,12700%$886.9K$859.2K-$27.7K2026-10-13
Cullen T Bankers, Inc.
DECREASED23,35026,744-3,394-13%$983.1K$831.5K-$151.6K2026-10-28
Balentine LLC
UNCHANGED23,24923,24900%$854.6K$827.9K-$26.7K2026-11-03
Rede Wealth, LLC
DECREASED23,18523,262-770%$855.1K$825.6K-$29.5K2026-10-22
White Pine Investment Co
UNCHANGED23,08023,08000%$848.0K$822.0K-$26.0K2026-10-15
Steele Capital Management, Inc.
UNCHANGED22,82222,82200%$838.9K$812.7K-$26.2K2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED22,77626,050-3,274-13%$957.6K$811.1K-$146.5K2026-10-07
Stokes Capital Advisors, LLC
UNCHANGED22,66822,66800%$833.3K$807.2K-$26.1K2026-10-09
Novem Group
DECREASED22,63522,672-370%$833.4K$806.0K-$27.4K2026-10-19
Merrion Investment Management Co, LLC
DECREASED22,62422,714-900%$835.0K$805.6K-$29.3K2026-10-16
Asset Dedication, LLC
DECREASED22,54025,108-2,568-10%$923.0K$802.7K-$120.3K2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED22,47122,372+99+0%$822.4K$800.2K-$22.2K2026-10-20
Cascade Investment Advisors, Inc.
DECREASED22,42622,826-400-2%$839.1K$798.6K-$40.5K2026-11-02
Sagespring Wealth Partners, LLC
DECREASED22,33623,816-1,480-6%$875.5K$795.4K-$80.1K2026-10-22
Phraction Management LLC
UNCHANGED22,20922,20900%$816.4K$790.9K-$25.5K2026-10-14
Maia Wealth LLC
INCREASED22,15820,647+1,511+7%$759.0K$789.0K+$30.1K2026-10-19
Powers Advisory Group, LLC
DECREASED21,98823,485-1,497-6%$863.3K$783.0K-$80.3K2026-10-14
Epiq Partners, LLC
UNCHANGED21,86021,86000%$803.6K$778.4K-$25.1K2026-10-07
Aviance Capital Partners, LLC
UNCHANGED21,79621,79600%$801.2K$776.1K-$25.1K2026-10-29
North Star Investment Management Corp.
UNCHANGED21,70521,70500%$797.9K$772.9K-$25.0K2026-10-27
Archer Investment Corp
INCREASED21,70221,701+10%$797.7K$772.8K-$24.9K2026-11-05
Evermay Wealth Management LLC
DECREASED21,69023,445-1,755-7%$861.8K$772.4K-$89.5K2026-11-05
Beam Wealth Advisors, Inc.
INCREASED21,54921,522+27+0%$791.2K$767.4K-$23.8K2026-11-03
Greenwood Gearhart LLC
DECREASED21,50024,204-2,704-11%$889.7K$765.6K-$124.1K2026-11-02
Cornerstone Wealth Management, LLC
DECREASED21,46730,265-8,798-29%$1.1M$764.4K-$348.1K2026-11-04
MTM Investment Management, LLC
UNCHANGED21,45921,45900%$788.8K$764.2K-$24.7K2026-10-30
RFG Advisory, LLC
DECREASED21,41021,636-226-1%$795.3K$762.4K-$32.9K2026-11-03
RFG Holdings, Inc.
INCREASED21,40321,386+17+0%$786.2K$762.2K-$24.0K2026-10-30
KCM Investment Advisors LLC
INCREASED21,37021,326+44+0%$783.9K$761.0K-$22.9K2026-10-27
Canton Hathaway, LLC
UNCHANGED21,35021,35000%$784.8K$760.3K-$24.6K2026-10-23
Modera Wealth Management, LLC
DECREASED21,31923,310-1,991-9%$856.9K$759.2K-$97.7K2026-10-28
Koenig Investment Advisory, LLC
DECREASED21,21822,193-975-4%$815.8K$755.6K-$60.2K2026-10-09
Marietta Wealth Management, LLC
UNCHANGED21,20821,20800%$779.6K$759.0K-$20.6K2026-10-22
Westbourne Investment Advisors, Inc.
UNCHANGED21,20021,20000%$779.3K$754.9K-$24.4K2026-10-20
Northern Financial Advisors Inc
DECREASED21,14722,450-1,303-6%$825.3K$753.0K-$72.2K2026-10-29
Diversify Advisory Services, LLC
DECREASED21,12828,733-7,605-26%$1.1M$751.5K-$343.8K2026-10-20
Diversify Wealth Management, LLC
DECREASED21,12828,733-7,605-26%$1.1M$751.5K-$343.8K2026-10-20
Investors Research Corp
UNCHANGED21,12121,12100%$776.4K$752.1K-$24.3K2026-10-07
J.P. Marvel Investment Advisors, LLC
UNCHANGED21,08921,08900%$775.2K$751.0K-$24.3K2026-11-02
Fortem Financial Group, LLC
DECREASED21,05521,313-258-1%$783.5K$749.8K-$33.7K2026-10-20
Silvia Mccoll Wealth Management, LLC
DECREASED21,04421,143-990%$777.2K$749.4K-$27.8K2026-10-07
Wealth Alliance Advisory Group, LLC
INCREASED21,02820,000+1,028+5%$735.2K$748.8K+$13.6K2026-10-14
Renasant Bank
DECREASED20,98021,160-180-1%$777.8K$747.1K-$30.7K2026-11-05
Kelsey Financial, LLC
UNCHANGED20,97620,97600%$771.1K$747.0K-$24.1K2026-10-28
Brown Miller Wealth Management, LLC
INCREASED20,93120,917+14+0%$768.9K$745.4K-$23.6K2026-11-02
Sippican Capital Advisors
UNCHANGED20,86020,86000%$766.8K$742.8K-$24.0K2026-10-23
Ellis Investment Partners, LLC
DECREASED20,83221,130-298-1%$776.8K$741.8K-$34.9K2026-10-21
Addis & Hill, Inc
UNCHANGED20,69120,69100%$760.6K$760.6K$02026-10-19
Leo Wealth, LLC
NEW20,606—+20,606——$733.8K—2026-10-26
Foster Victor Wealth Advisors, LLC
INCREASED20,5586,925+13,633+197%$261.3K$756.5K+$495.2K2026-10-21
Walker Asset Management, LLC
INCREASED20,55120,256+295+1%$744.6K$731.8K-$12.8K2026-10-13
Firestone Capital Management
UNCHANGED20,40720,40700%$750.2K$726.7K-$23.5K2026-11-03
Jacobi Capital Management LLC
INCREASED20,36820,318+50+0%$746.9K$725.3K-$21.6K2026-11-05
Clearwave Capital, LLC
INCREASED20,28220,095+187+1%$738.7K$722.3K-$16.4K2026-10-27
Clear Creek Financial Management, LLC
DECREASED20,20421,098-894-4%$775.6K$719.5K-$56.1K2026-10-28
Hilton Head Capital Partners, LLC
DECREASED20,15023,676-3,526-15%$870.3K$717.5K-$152.8K2026-10-23
Assetmark, Inc
INCREASED20,0757,673+12,402+162%$282.1K$714.9K+$432.8K2026-10-21
Liberty Capital Management, Inc.
UNCHANGED20,05420,05400%$737.2K$714.1K-$23.1K2026-11-02
TCV Trust & Wealth Management, Inc.
INCREASED20,03019,500+530+3%$716.8K$713.3K-$3.6K2026-10-16
TopTier Wealth Management, LLC
INCREASED19,89119,778+113+1%$727.1K$708.3K-$18.7K2026-10-16
United Asset Strategies, Inc.
INCREASED19,73719,490+247+1%$716.4K$702.9K-$13.6K2026-10-28
Fortitude Advisory Group L.L.C.
INCREASED19,70518,730+975+5%$688.5K$701.7K+$13.2K2026-10-15
Allen Wealth Management, LLC
UNCHANGED19,66919,66900%$723.0K$700.4K-$22.6K2026-10-29
Sepio Capital, LP
NEW19,667—+19,667——$700.3K—2026-10-22
Carnegie Investment Counsel
DECREASED19,41724,308-4,891-20%$893.6K$691.4K-$202.1K2026-10-20
Romano Brothers and Company
UNCHANGED19,36419,36400%$711.8K$689.6K-$22.3K2026-10-22
Wealthstar Advisors, LLC
INCREASED19,27617,360+1,916+11%$638.1K$686.4K+$48.3K2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED19,11321,839-2,726-12%$802.8K$680.6K-$122.2K2026-10-23
Personal CFO Solutions, LLC
INCREASED19,05218,855+197+1%$693.1K$678.4K-$14.7K2026-11-06
Wesbanco Bank Inc
DECREASED19,03632,815-13,779-42%$1.2M$677.9K-$528.4K2026-11-04
Millennium Capital Advisors, LLC
INCREASED19,00618,932+74+0%$696.0K$676.8K-$19.1K2026-10-16
Castleview Partners, LLC
UNCHANGED19,00019,00000%$698.4K$676.6K-$21.9K2026-10-09
Allen Investment Management, LLC
UNCHANGED18,98718,98700%$698.0K$676.1K-$21.8K2026-11-03
Florida Trust Wealth Management Co
INCREASED18,95817,580+1,378+8%$646.2K$675.1K+$28.9K2026-11-05
Principle Wealth Partners LLC
INCREASED18,81918,016+803+4%$662.3K$670.1K+$7.9K2026-11-02
Heritage Investors Management Corp
UNCHANGED18,80018,80000%$691.0K$669.0K-$22.0K2026-10-29
Private Trust Co NA
INCREASED18,72118,115+606+3%$665.9K$666.7K+$7592026-10-20
Summit Investment Advisors, Inc.\KS
INCREASED18,70018,400+300+2%$676.4K$665.9K-$10.5K2026-11-05
Arbor Investment Advisors, LLC
INCREASED18,65614,656+4,000+27%$538.8K$664.3K+$125.6K2026-10-26
First Horizon Corp
INCREASED18,59418,520+74+0%$680.8K$662.1K-$18.7K2026-10-26
Midwest Trust Co
INCREASED18,58815,658+2,930+19%$575.6K$661.9K+$86.3K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED18,58518,518+67+0%$680.7K$661.8K-$18.9K2026-11-03
Summit Financial Wealth Advisors, LLC
INCREASED18,43714,608+3,829+26%$537.0K$656.5K+$119.5K2026-10-15
Financial Synergies Wealth Advisors, Inc.
DECREASED18,39319,325-932-5%$710.4K$655.0K-$55.4K2026-10-16
RDA Financial Network
DECREASED18,29620,696-2,400-12%$760.8K$651.5K-$109.3K2026-10-15
Smithbridge Asset Management Inc
DECREASED18,15019,300-1,150-6%$709.5K$646.3K-$63.1K2026-10-19
Moody Lynn Lieberson & Walker, LLC
INCREASED18,11517,365+750+4%$638.3K$645.1K+$6.7K2026-10-14
Somerset Trust Co
UNCHANGED18,03518,03500%$663.0K$642.2K-$20.7K2026-10-13
Narwhal Capital Management
UNCHANGED17,95017,95000%$659.8K$639.2K-$20.6K2026-11-04
Fifth Third Bancorp
INCREASED17,94717,090+857+5%$628.2K$639.1K+$10.9K2026-11-05
Clifford Swan Investment Counsel LLC
INCREASED17,88217,354+528+3%$637.9K$636.8K-$1.2K2026-11-05
Schmidt P J Investment Management Inc
UNCHANGED17,76017,76000%$652.9K$632.4K-$20.4K2026-11-02
Van Cleef Asset Management,Inc
UNCHANGED17,75017,75000%$652.5K$632.1K-$20.4K2026-10-20
Fourpath Capital Management, LLC
INCREASED17,70317,124+579+3%$629.5K$630.4K+$9262026-10-19
Old North State Wealth Management, LLC
DECREASED17,49418,078-584-3%$664.7K$623.1K-$41.6K2026-10-22
Everhart Financial Group, Inc.
INCREASED17,2856,772+10,513+155%$248.9K$615.5K+$366.6K2026-10-08
Signal Advisors Wealth, LLC
INCREASED17,21116,090+1,121+7%$591.5K$612.9K+$21.4K2026-10-13
Salvus Wealth Management, LLC
INCREASED17,07017,068+2+0%$627.4K$607.9K-$19.5K2026-10-13
Gould Asset Management LLC
DECREASED17,05417,274-220-1%$635.0K$607.3K-$27.7K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED16,98613,908+3,078+22%$511.3K$604.9K+$93.6K2026-10-27
Weinberger Asset Management, Inc
UNCHANGED16,90016,90000%$643.0K$601.8K-$41.2K2026-10-28
Collaborative Capital Advisors LLC
UNCHANGED16,77016,77000%$616.5K$597.2K-$19.3K2026-11-06
Verus Capital Partners, LLC
DECREASED16,76221,798-5,036-23%$801.3K$596.9K-$204.4K2026-11-03
TritonPoint Partners, LLC
DECREASED16,48571,073-54,588-77%$2.6M$587.0K-$2.0M2026-11-05
Fulcrum Asset Management LLP
DECREASED16,46616,859-393-2%$618.1K$593.1K-$24.9K2026-11-04
Investors Asset Management of Georgia Inc
INCREASED16,39115,285+1,106+7%$561.9K$583.7K+$21.8K2026-10-20
Verdence Capital Advisors LLC
INCREASED16,30815,421+887+6%$566.9K$580.7K+$13.8K2026-10-26
Next Level Private LLC
INCREASED16,25616,036+220+1%$589.5K$578.9K-$10.6K2026-10-20
Advisor Resource Council
DECREASED16,16726,375-10,208-39%$961.9K$594.9K-$367.0K2026-11-05
Annex Advisory Services, LLC
INCREASED16,1579,811+6,346+65%$360.6K$575.4K+$214.7K2026-10-16
Patriot Investment Management Group, Inc.
UNCHANGED16,12616,12600%$592.8K$574.3K-$18.5K2026-10-15
Advus Financial Partners, LLC
UNCHANGED16,09716,09700%$591.7K$573.2K-$18.5K2026-10-20
Leading Edge Financial Planning LLC
DECREASED16,07616,730-654-4%$615.0K$572.5K-$42.5K2026-10-23
HBK Sorce Advisory LLC
INCREASED16,03615,067+969+6%$568.3K$587.2K+$18.9K2026-11-06
Creekside Partners
UNCHANGED15,98015,98000%$587.4K$569.0K-$18.4K2026-11-04
Meridian Wealth Management, LLC
UNCHANGED15,97315,97300%$587.2K$568.8K-$18.4K2026-11-05
Sound Income Strategies, LLC
DECREASED15,94016,072-132-1%$590.8K$585.8K-$5.0K2026-10-09
Thompson Investment Management, Inc.
UNCHANGED15,91615,91600%$585.1K$566.8K-$18.3K2026-10-14
Valued Retirements, Inc.
UNCHANGED15,89015,89000%$584.1K$565.8K-$18.3K2026-11-06
First City Capital Management, Inc.
UNCHANGED15,84115,84100%$582.3K$564.1K-$18.2K2026-10-27
Harbor Investment Advisory, LLC
INCREASED15,81614,884+932+6%$547.1K$563.2K+$16.1K2026-10-13
Thomas Story & SON LLC
INCREASED15,6556,075+9,580+158%$223.3K$557.5K+$334.2K2026-10-13
Encompass Wealth Advisors, LLC
INCREASED15,6447,822+7,822+100%$287.5K$557.1K+$269.5K2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED15,59715,497+100+1%$569.7K$555.4K-$14.3K2026-10-29
Summa Corp.
UNCHANGED15,50015,50000%$569.8K$552.0K-$17.8K2026-10-30
PMG Family Office LLC
UNCHANGED15,45915,45900%$568.3K$550.5K-$17.8K2026-10-19
Reynders McVeigh Capital Management, LLC
UNCHANGED15,37115,37100%$565.0K$547.4K-$17.6K2026-10-30
Fermata Advisors, LLC
DECREASED15,36915,532-163-1%$571.0K$547.3K-$23.7K2026-10-13
Clark Financial Services Group Inc
INCREASED15,30413,173+2,131+16%$484.3K$545.0K+$60.7K2026-10-19
Davis Investment Partners, LLC
DECREASED15,21816,146-928-6%$593.5K$541.9K-$51.6K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED15,06913,867+1,202+9%$509.7K$536.6K+$26.9K2026-11-04
TFB Advisors LLC
DECREASED15,06715,217-150-1%$559.4K$536.5K-$22.8K2026-11-02
Trek Financial, LLC
INCREASED15,00413,534+1,470+11%$497.5K$534.3K+$36.8K2026-10-29
Paragon Capital Management Ltd
UNCHANGED15,00015,00000%$551.4K$534.2K-$17.3K2026-10-09
Kathmere Capital Management, LLC
DECREASED14,95714,962-50%$550.0K$532.6K-$17.4K2026-10-20
Fairman Group, LLC
UNCHANGED14,88514,88500%$547.2K$530.1K-$17.1K2026-10-26
Avior Wealth Management, LLC
INCREASED14,81213,225+1,587+12%$486.2K$527.5K+$41.3K2026-10-13
MV Capital Management, Inc.
INCREASED14,75814,727+31+0%$541.4K$525.5K-$15.8K2026-10-29
Collaborative Wealth Managment Inc.
UNCHANGED14,64514,64500%$538.4K$521.5K-$16.8K2026-11-06
Westover Capital Advisors, LLC
UNCHANGED14,62014,62000%$537.4K$520.6K-$16.8K2026-10-26
CRA Financial Services, LLC
INCREASED14,58514,503+82+1%$533.1K$519.4K-$13.8K2026-10-16
Koshinski Asset Management, Inc.
INCREASED14,52312,427+2,096+17%$456.8K$517.2K+$60.4K2026-10-29
Cerro Pacific Wealth Advisors LLC
UNCHANGED14,50514,50500%$533.2K$516.5K-$16.7K2026-10-22
HBW Advisory Services LLC
DECREASED14,39516,705-2,310-14%$614.1K$512.6K-$101.5K2026-10-15
Soltis Investment Advisors LLC
INCREASED14,32114,202+119+1%$522.1K$510.0K-$12.1K2026-10-28
McElhenny Sheffield Capital Management, LLC
UNCHANGED14,29614,29600%$525.5K$509.1K-$16.4K2026-11-06
Cornell Pochily Investment Advisors, Inc.
DECREASED14,24714,260-130%$524.2K$507.3K-$16.9K2026-10-19
Formidable Asset Management, LLC
INCREASED14,14314,093+50+0%$533.3K$519.9K-$13.4K2026-11-03
Uptick Partners, LLC
INCREASED14,08813,957+131+1%$513.1K$501.7K-$11.4K2026-11-04
Shepherd Financial Partners LLC
INCREASED14,06414,030+34+0%$515.7K$500.8K-$14.9K2026-11-03
SeedSafe Financial LLC
INCREASED14,06112,461+1,600+13%$458.1K$500.7K+$42.6K2026-11-02
Keudell ison Wealth Management
DECREASED13,98914,076-87-1%$517.4K$498.2K-$19.3K2026-10-16
Vaquero Private Wealth, LTD
UNCHANGED13,97513,97500%$513.7K$497.7K-$16.1K2026-10-27
Chapin Davis, Inc.
UNCHANGED13,86213,86200%$509.6K$493.6K-$15.9K2026-10-09
First Trust Capital Management L.P.
INCREASED13,8476,337+7,510+119%$232.9K$493.1K+$260.2K2026-11-06
1620 Investment Advisors, Inc.
INCREASED13,83013,502+328+2%$496.4K$492.5K-$3.9K2026-11-04
AA Financial Advisors, LLC
INCREASED13,74513,732+13+0%$504.8K$489.5K-$15.3K2026-10-19
TBH Global Asset Management, LLC
DECREASED13,68823,688-10,000-42%$870.8K$487.4K-$383.3K2026-11-03
Keystone Wealth Services, LLC
INCREASED13,66913,525+144+1%$497.2K$492.4K-$4.8K2026-11-03
Coquina Private Wealth LLC
INCREASED13,60713,500+107+1%$496.3K$484.5K-$11.7K2026-10-27
Patten & Patten Inc
DECREASED13,55714,193-636-4%$521.7K$482.8K-$39.0K2026-10-26
Advisors Management Group Inc
UNCHANGED13,52813,52800%$497.0K$481.0K-$16.0K2026-11-05
Wealth Dimensions Group, Ltd.
DECREASED13,41513,539-124-1%$497.7K$477.7K-$20.0K2026-11-02
Citizens National Bank Trust Department
UNCHANGED13,38213,38200%$491.9K$476.5K-$15.4K2026-11-04
Advisory Advocates, LLC
DECREASED13,34014,092-752-5%$518.0K$475.0K-$43.0K2026-11-05
Jeppson Wealth Management, LLC
UNCHANGED13,30013,30000%$488.9K$473.6K-$15.3K2026-10-20
Rossmore Private Capital
UNCHANGED13,30013,30000%$488.9K$473.6K-$15.3K2026-10-27
Caldwell Trust Co
DECREASED13,28913,290-10%$488.5K$473.2K-$15.3K2026-10-30
Artesa Financial Group, LLC
DECREASED13,26715,691-2,424-15%$576.8K$472.4K-$104.4K2026-10-29
Rhodes Investment Advisors Inc
DECREASED13,26513,565-300-2%$498.6K$472.4K-$26.3K2026-10-07
Anchyra Partners LLC
INCREASED13,20011,400+1,800+16%$419.1K$470.1K+$51.0K2026-10-13
Woodward Diversified Capital, LLC
UNCHANGED13,10013,10000%$481.6K$466.5K-$15.1K2026-10-21
Bayban
UNCHANGED13,10013,10000%$481.6K$481.6K$02026-11-05
NBT Bank, N.A.
UNCHANGED13,10013,10000%$481.6K$466.5K-$15.1K2026-10-21
American Institute for Advanced Investment Management, LLP
UNCHANGED13,06013,06000%$480.1K$465.1K-$15.0K2026-11-03
Summit Asset Management, LLC
UNCHANGED13,05413,05400%$479.9K$464.9K-$15.0K2026-11-05
Colonial River Investments, LLC
DECREASED13,04613,436-390-3%$493.9K$464.6K-$29.3K2026-10-19
Rare Wolf Capital LLC
DECREASED13,02013,277-257-2%$488.1K$463.6K-$24.4K2026-10-20
Forvis Mazars Wealth Advisors, LLC
UNCHANGED13,00113,00100%$477.9K$463.0K-$15.0K2026-10-13
Douglas Lane & Associates, LLC
DECREASED12,95413,442-488-4%$494.1K$461.3K-$32.8K2026-10-09
Purkiss Capital Advisors LLC
INCREASED12,90512,849+56+0%$472.3K$459.5K-$12.8K2026-11-06
Armstrong Advisory Group, Inc
INCREASED12,83012,749+81+1%$468.6K$456.9K-$11.7K2026-10-09
Pflug Koory, LLC
UNCHANGED12,79612,79600%$470.4K$455.7K-$14.7K2026-10-26
Royal Harbor Partners, LLC
UNCHANGED12,68612,68600%$466.3K$451.7K-$14.6K2026-10-29
Patrick M Sweeney & Associates, Inc
INCREASED12,66912,660+9+0%$465.4K$451.2K-$14.2K2026-10-22
Silverlake Wealth Management LLC
INCREASED12,64612,638+8+0%$464.6K$450.3K-$14.2K2026-10-21
Creative Financial Designs Inc
INCREASED12,5218,477+4,044+48%$311.6K$445.9K+$134.3K2026-11-04
Fiduciary Alliance LLC
DECREASED12,47612,555-79-1%$461.5K$444.3K-$17.2K2026-10-13
Auxano Advisors, LLC
DECREASED12,45612,956-500-4%$476.3K$443.6K-$32.7K2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED12,40010,091+2,309+23%$370.9K$441.6K+$70.6K2026-10-14
Sather Financial Group Inc
UNCHANGED12,31312,31300%$452.6K$438.5K-$14.2K2026-10-30
Penobscot Investment Management Company, Inc.
INCREASED12,3007,300+5,000+68%$268.3K$438.0K+$169.7K2026-10-26
Summit Securities Group LLC
DECREASED12,20022,700-10,500-46%$834.5K$434.4K-$400.0K2026-11-05
Toth Financial Advisory Corp
INCREASED12,19012,159+31+0%$447.0K$434.1K-$12.9K2026-10-08
Csenge Advisory Group
INCREASED12,16212,081+81+1%$444.1K$433.1K-$11.0K2026-11-04
Sendero Wealth Management, LLC
INCREASED12,0696,827+5,242+77%$251.0K$429.8K+$178.8K2026-10-14
Welch Group, LLC
DECREASED12,04212,242-200-2%$450.0K$428.8K-$21.2K2026-10-29
WD Rutherford LLC
INCREASED12,04010,770+1,270+12%$395.9K$428.7K+$32.8K2026-10-26
First Heartland Consultants, Inc.
INCREASED12,03311,920+113+1%$438.2K$428.5K-$9.7K2026-10-08
FAI Advisors, Inc.
DECREASED11,95011,958-80%$439.6K$425.5K-$14.0K2026-10-27
Outlook Wealth Advisors, LLC
INCREASED11,94211,542+400+3%$424.3K$425.3K+$9712026-10-28
Plancorp, LLC
INCREASED11,91611,881+35+0%$455.1K$454.6K-$5642026-11-03
Garton & Associates Financial Advisors LLC
INCREASED11,90011,208+692+6%$412.0K$423.8K+$11.8K2026-10-30
Fiduciary Financial Group, LLC
INCREASED11,86511,690+175+2%$429.7K$422.5K-$7.2K2026-10-13
Valmark Advisers, Inc.
INCREASED11,84311,829+14+0%$434.8K$421.7K-$13.1K2026-11-06
Arkfeld Wealth Strategies, L.L.C.
INCREASED11,79111,780+11+0%$429.6K$435.2K+$5.6K2026-10-19
PDS Planning, Inc
INCREASED11,75910,401+1,358+13%$382.4K$418.8K+$36.4K2026-11-03
Purus Wealth Management, LLC
INCREASED11,71211,053+659+6%$406.3K$417.1K+$10.8K2026-10-15
Smith Salley Wealth Management
INCREASED11,6886,974+4,714+68%$256.4K$416.2K+$159.8K2026-11-03
Waldron Private Wealth LLC
INCREASED11,60311,153+450+4%$410.0K$413.2K+$3.2K2026-11-02
Townsend Asset Management Corp
INCREASED11,5918,914+2,677+30%$327.7K$412.7K+$85.1K2026-10-29
Strategic Advisors LLC
INCREASED11,56710,829+738+7%$398.1K$411.9K+$13.8K2026-10-13
Fjell Capital, LLC
INCREASED11,56510,200+1,365+13%$375.0K$411.8K+$36.9K2026-10-13
Penbrook Management LLC
UNCHANGED11,42711,42700%$420.1K$406.9K-$13.1K2026-10-16
Attessa Capital LLC
UNCHANGED11,41211,41200%$419.5K$406.4K-$13.1K2026-10-09
Kavar Capital Partners Group, LLC
INCREASED11,3908,144+3,246+40%$299.4K$405.6K+$106.2K2026-11-06
Allspring Global Investments Holdings, LLC
NEW11,223—+11,223——$403.6K—2026-11-04
Uniting Wealth Partners, LLC
INCREASED11,17111,169+2+0%$410.6K$397.8K-$12.8K2026-11-06
Channel Wealth LLC
UNCHANGED11,09111,09100%$407.7K$395.0K-$12.8K2026-11-06
Zega Investments, LLC
DECREASED11,03025,563-14,533-57%$939.7K$392.8K-$546.9K2026-11-04
Ulland Investment Advisors, LLC
INCREASED11,00010,600+400+4%$390$392.0K+$391.6K2026-10-13
Cottage Street Advisors LLC
UNCHANGED11,00011,00000%$404.4K$391.7K-$12.7K2026-10-19
Abel Hall, LLC
DECREASED10,90810,952-440%$402.6K$388.4K-$14.2K2026-10-19
Garrison Bradford & Associates Inc
UNCHANGED10,84410,84400%$398.6K$386.2K-$12.5K2026-10-27
Forbes J M & Co LLP
INCREASED10,83310,500+333+3%$386.0K$385.8K-$2172026-10-16
Chapman Financial Group, LLC
UNCHANGED10,81110,81100%$397.4K$385.0K-$12.4K2026-10-26
Clearstead Trust, LLC
DECREASED10,77310,792-190%$396.7K$383.6K-$13.1K2026-11-06
Hudock, Inc.
INCREASED10,74610,685+61+1%$392.8K$382.7K-$10.1K2026-10-14
Consilium Wealth Advisory, LLC
UNCHANGED10,73010,73000%$394.4K$382.1K-$12.3K2026-10-14
Challenger Wealth Management
INCREASED10,7289,906+822+8%$364.2K$382.0K+$17.9K2026-10-30
Traynor Capital Management, Inc.
DECREASED10,70214,306-3,604-25%$525.9K$381.1K-$144.8K2026-10-29
Wealth Effects LLC
UNCHANGED10,70010,70000%$393.3K$381.0K-$12.3K2026-10-23
Garrett Wealth Advisory Group, LLC
INCREASED10,69910,499+200+2%$385.9K$381.0K-$5.0K2026-10-22
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED10,69010,69000%$393.0K$380.7K-$12.3K2026-10-05
Conning Inc.
UNCHANGED10,64010,64000%$391.1K$378.9K-$12.2K2026-10-27
Burford Brothers, Inc.
INCREASED10,60910,559+50+0%$388.2K$377.8K-$10.4K2026-10-21
Kelleher Financial Advisors
DECREASED10,55314,553-4,000-27%$535.0K$375.8K-$159.2K2026-10-30
Bull Street Advisors, LLC
UNCHANGED10,55110,55100%$388.0K$376.0K-$12.0K2026-10-20
Southland Equity Partners LLC
INCREASED10,50110,470+31+0%$384.9K$373.9K-$10.9K2026-10-14
Belleair Asset Management, LLC
UNCHANGED10,50010,50000%$386.0K$373.9K-$12.1K2026-11-03
TMB Capital Partners, LLC
INCREASED10,45910,397+62+1%$382.2K$372.4K-$9.7K2026-10-20
Carret Asset Management, LLC
DECREASED10,45910,491-320%$385.7K$372.5K-$13.2K2026-11-04
Investment Advisory Services Inc
INCREASED10,4249,324+1,100+12%$342.7K$371.2K+$28.4K2026-10-27
Pinnacle Financial Group, LLC / IL
INCREASED10,42410,275+149+1%$377.7K$371.2K-$6.5K2026-10-29
Walled Lake Planning & Wealth Management, LLC
UNCHANGED10,37310,37300%$381.3K$369.4K-$11.9K2026-10-29
Raab & Moskowitz Asset Management LLC
INCREASED10,37110,350+21+0%$380.5K$369.3K-$11.2K2026-11-02
Atwood & Palmer Inc
INCREASED10,3198,931+1,388+16%$328.3K$367.5K+$39.2K2026-10-08
First Bancorp, Inc
UNCHANGED10,14610,14600%$373.0K$361.3K-$11.7K2026-10-26
Boyer Financial Services, Inc.
UNCHANGED10,14110,14100%$372.7K$361.1K-$11.6K2026-10-23
Princeton Global Asset Management LLC
UNCHANGED10,10010,10000%$371.3K$359.7K-$11.6K2026-10-21
First National Trust Co
INCREASED10,0688,269+1,799+22%$304.0K$358.5K+$54.6K2026-10-28
Calamos Wealth Management LLC
UNCHANGED10,03410,03400%$368.9K$357.3K-$11.5K2026-11-02
Phillips Financial Management, LLC
UNCHANGED10,02810,02800%$368.6K$357.1K-$11.5K2026-10-19
Commonwealth Retirement Investments LLC
UNCHANGED10,00010,00000%$367.6K$356.1K-$11.5K2026-10-26
Compass Capital Management, Inc
UNCHANGED10,00010,00000%$367.6K$356.1K-$11.5K2026-11-06
Ryan Investment Management, Inc.
UNCHANGED10,00010,00000%$367.6K$356.1K-$11.5K2026-10-20
BancFirst Trust & Investment Management
DECREASED9,9309,979-490%$365.8K$357.7K-$8.2K2026-10-30
Langley Wealth Management, LLC
DECREASED9,88910,606-717-7%$389.9K$352.1K-$37.7K2026-11-04
Mattern Wealth Management LLC
UNCHANGED9,8889,88800%$363.5K$352.1K-$11.4K2026-11-04
Summit Financial Consulting LLC
UNCHANGED9,8339,83300%$361.5K$350.2K-$11.3K2026-10-15
Farnam Financial LLC
UNCHANGED9,8009,80000%$360.2K$360.8K+$5882026-10-21
Granite Group Advisors, LLC
DECREASED9,6789,834-156-2%$361.5K$344.6K-$16.9K2026-10-14
Winebrenner Capital Management LLC
DECREASED9,60910,200-591-6%$374.9K$342.2K-$32.8K2026-10-07
Axxcess Wealth Management, LLC
INCREASED9,5625,740+3,822+67%$211.0K$340.5K+$129.5K2026-10-21
JB Capital LLC
DECREASED9,55521,203-11,648-55%$779.4K$340.2K-$439.2K2026-10-19
Violich Capital Management, Inc.
UNCHANGED9,5509,55000%$351.1K$340.1K-$11.0K2026-10-05
Duncker Streett & Co Inc
INCREASED9,4538,938+515+6%$328.6K$336.6K+$8.1K2026-10-27
SeaCrest Wealth Management, LLC
DECREASED9,36911,816-2,447-21%$434.4K$333.6K-$100.7K2026-10-21
Arista Wealth Management, LLC
INCREASED9,3539,300+53+1%$341.9K$333.1K-$8.8K2026-10-29
Freedom Financial Partners LLC
UNCHANGED9,3409,34000%$343.3K$332.6K-$10.7K2026-10-19
Badgley Phelps Wealth Managers, LLC
INCREASED9,3369,282+54+1%$341.2K$332.5K-$8.8K2026-10-22
ARS Wealth Advisors Group, LLC
UNCHANGED9,3159,31500%$342.4K$331.7K-$10.7K2026-10-16
KPP Advisory Services LLC
DECREASED9,30110,423-1,122-11%$383.1K$331.2K-$51.9K2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED9,2689,26800%$340.7K$330.0K-$10.7K2026-10-20
Lantern Wealth Advisors, LLC
UNCHANGED9,2309,23000%$339.3K$328.7K-$10.6K2026-10-22
Hara Capital LLC
UNCHANGED9,2259,22500%$339.1K$328.5K-$10.6K2026-10-30
Powell Investment Advisors, LLC
INCREASED9,2189,086+132+1%$334.0K$328.3K-$5.7K2026-10-22
Atlas Brown,Inc.
UNCHANGED9,2129,21200%$338.6K$328.0K-$10.6K2026-10-09
Ejmk Ventures LLC
NEW9,151—+9,151——$325.9K—2026-10-21
Tempus Wealth Planning, LLC
DECREASED9,1399,146-70%$336.2K$325.4K-$10.7K2026-10-14
Aspen Wealth Management LLC
NEW9,136—+9,136——$325.3K—2026-10-14
Emergent Wealth Advisors, LLC
UNCHANGED9,1009,10000%$334.5K$324.1K-$10.5K2026-10-09
Compass Financial Management LLC
DECREASED9,0739,948-875-9%$373.6K$323.1K-$50.5K2026-10-30
Bank of New Hampshire
UNCHANGED9,0359,03500%$332.1K$321.7K-$10.4K2026-10-06
Gruss & Co., LLC
DECREASED9,00016,500-7,500-45%$606.5K$320.5K-$286.1K2026-11-02
Archford Capital Strategies, LLC
UNCHANGED8,9958,99500%$330.7K$320.3K-$10.3K2026-10-19
Enhancing Capital LLC
UNCHANGED8,9608,96000%$329.4K$319.1K-$10.3K2026-10-26
First Merchants Corp
UNCHANGED8,9248,92400%$328.0K$317.8K-$10.3K2026-10-15
Fulcrum Capital LLC
UNCHANGED8,9118,91100%$327.6K$317.3K-$10.2K2026-10-15
NWF Advisory Services Inc.
INCREASED8,9108,837+73+1%$324.8K$317.3K-$7.5K2026-10-19
Rydar Equities, Inc.
UNCHANGED8,9068,90600%$342.5K$328.7K-$13.8K2026-10-13
Coastline Trust Co
UNCHANGED8,9008,90000%$327.2K$316.9K-$10.2K2026-10-01
Insight Wealth Partners, LLC
INCREASED8,8958,145+750+9%$299.4K$316.8K+$17.3K2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED8,8678,86700%$326.0K$315.8K-$10.2K2026-10-27
Gibraltar Capital Management, Inc.
INCREASED8,8656,945+1,920+28%$255.3K$315.7K+$60.4K2026-10-27
Retirement Planning Group, LLC
DECREASED8,8129,658-846-9%$355.0K$313.8K-$41.2K2026-10-19
LongView Wealth Management
DECREASED8,7318,978-247-3%$330.0K$310.9K-$19.1K2026-10-19
YHB Investment Advisors, Inc.
INCREASED8,6568,445+211+3%$310.4K$308.2K-$2.2K2026-10-08
Guyasuta Investment Advisors Inc
INCREASED8,6538,622+31+0%$317.0K$308.1K-$8.8K2026-10-15
Capital Advisors, Ltd. LLC
DECREASED8,6269,408-782-8%$346$307.0K+$306.7K2026-10-27
Probity Advisors, Inc.
INCREASED8,5858,302+283+3%$305.2K$305.7K+$5302026-10-23
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED8,5548,55400%$332.7K$316.3K-$16.3K2026-10-21
Dickmeyer Boyce Financial Management, Inc.
INCREASED8,5488,048+500+6%$295.8K$304.4K+$8.6K2026-10-08
Shikiar Asset Management Inc
UNCHANGED8,5008,50000%$312.0K$303.0K-$9.0K2026-10-20
ARK & TLK Investments, LLC
UNCHANGED8,4658,46500%$311.2K$301.4K-$9.7K2026-10-20
Capital Advantage, Inc.
UNCHANGED8,4418,44100%$310.3K$300.6K-$9.7K2026-10-14
Allegheny Financial Group
UNCHANGED8,3988,39800%$308.7K$299.1K-$9.7K2026-11-05
Albion Financial Group
INCREASED8,3678,337+30+0%$306.5K$297.9K-$8.5K2026-10-21
S.A. Mason LLC
UNCHANGED8,3578,35700%$307.2K$297.6K-$9.6K2026-10-13
Mallini Complete Financial Planning LLC
INCREASED8,1778,143+34+0%$299.4K$291.2K-$8.2K2026-10-06
Canvas Wealth Advisors, LLC
INCREASED8,1298,122+7+0%$298.6K$317.4K+$18.9K2026-11-02
Quadcap Wealth Management, LLC
DECREASED8,1238,197-74-1%$301.3K$289.3K-$12.1K2026-11-02
Symphony Financial, Ltd. Co.
INCREASED8,1128,101+11+0%$297.8K$288.9K-$8.9K2026-10-22
Signaturefd, LLC
DECREASED8,1108,557-447-5%$314.6K$288.8K-$25.8K2026-10-23
Lyell Wealth Management, LP
INCREASED8,1038,096+7+0%$297.6K$288.5K-$9.0K2026-10-30
Mattern Capital Management, LLC
UNCHANGED8,1028,10200%$297.8K$288.5K-$9.3K2026-11-02
Everest Financial Group LLC
INCREASED8,1007,991+109+1%$293.7K$288.5K-$5.3K2026-11-06
QTR Family Wealth, LLC
NEW8,075—+8,075——$287.6K—2026-11-02
Krilogy Financial LLC
DECREASED8,03912,128-4,089-34%$445.8K$288.7K-$157.1K2026-10-13
Blue Fin Capital, Inc.
UNCHANGED8,0298,02900%$295.1K$285.9K-$9.2K2026-10-28
Cypress Point Wealth Management, LLC
UNCHANGED8,0118,01100%$294.5K$285.3K-$9.2K2026-11-03
OAK Ridge Investments LLC
INCREASED8,0056,445+1,560+24%$236.9K$285.1K+$48.1K2026-10-30
Carnegie Lake Advisors LLC
UNCHANGED8,0008,00000%$294.1K$284.9K-$9.2K2026-11-06
GS Investments, Inc.
UNCHANGED8,0008,00000%$294.1K$284.9K-$9.2K2026-11-05
Transcendent Capital Group LLC
UNCHANGED8,0008,00000%$294.1K$284.9K-$9.2K2026-10-28
Bahl & Gaynor LLC
DECREASED7,9497,974-250%$293.1K$283.1K-$10.1K2026-11-05
Pavion Blue Capital, LLC
UNCHANGED7,9167,91600%$291.0K$281.9K-$9.1K2026-11-05
Harmony Asset Management LLC
DECREASED7,9077,936-290%$291.7K$281.6K-$10.2K2026-10-20
SevenBridge Financial Group, LLC
UNCHANGED7,8847,88400%$297.6K$291.6K-$6.1K2026-10-26
Provenance Wealth Advisors, LLC
INCREASED7,8554,960+2,895+58%$182.3K$279.7K+$97.4K2026-10-30
Center For Asset Management LLC
INCREASED7,8217,817+4+0%$287.3K$278.5K-$8.9K2026-10-16
Hunter Associates Investment Management LLC
UNCHANGED7,8067,80600%$289.0K$276.0K-$13.0K2026-10-26
Convergence Financial, LLC
DECREASED7,77412,476-4,702-38%$458.6K$276.8K-$181.8K2026-10-27
Acropolis Investment Management, LLC
DECREASED7,7347,780-46-1%$286.0K$275.4K-$10.6K2026-10-08
Discipline Wealth Solutions, LLC
NEW7,728—+7,728——$275.2K—2026-10-14
Ledyard National Bank
DECREASED7,7207,820-100-1%$287.5K$274.9K-$12.6K2026-10-21
Legacy Advisory Services, LLC
DECREASED7,6887,897-209-3%$290.3K$273.8K-$16.5K2026-10-20
Breakwater Capital Group
UNCHANGED7,6797,67900%$282.3K$273.4K-$8.8K2026-10-09
Sterling Financial Planning, Inc.
INCREASED7,6387,615+23+0%$279.9K$272.0K-$7.9K2026-10-28
Legacy Financial Group, Inc.
UNCHANGED7,6167,61600%$280.0K$271.2K-$8.8K2026-10-21
LexAurum Advisors, LLC
DECREASED7,5987,694-96-1%$282.8K$270.6K-$12.2K2026-10-19
Northern Capital Management, Inc.
INCREASED7,5187,502+16+0%$275.8K$267.7K-$8.1K2026-11-05
Elser Financial Planning, Inc
UNCHANGED7,4887,48800%$275.3K$266.6K-$8.6K2026-10-16
MBL Wealth, LLC
UNCHANGED7,4517,45100%$273.9K$265.3K-$8.6K2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED7,4487,407+41+1%$272.3K$265.2K-$7.1K2026-10-22
Austin Wealth Management, LLC
UNCHANGED7,4027,40200%$282.8K$272.0K-$10.7K2026-11-06
Asset One Wealth Management LLC
INCREASED7,4007,132+268+4%$267.6K$263.5K-$4.1K2026-11-02
Milestone Asset Management, LLC
DECREASED7,38619,469-12,083-62%$715.7K$263.0K-$452.7K2026-10-15
Alliance Wealth Advisors, LLC
INCREASED7,3677,366+1+0%$270.8K$262.3K-$8.5K2026-10-14
Adirondack Trust Co
UNCHANGED7,3547,35400%$270.3K$261.9K-$8.4K2026-10-14
MBE Wealth Management, LLC
INCREASED7,3477,329+18+0%$269.4K$261.6K-$7.8K2026-10-26
Covestor Ltd
DECREASED7,3407,588-248-3%$279.0K$261.0K-$18.0K2026-10-30
Enterprise Financial Services Corp
UNCHANGED7,3097,30900%$268.7K$260.3K-$8.4K2026-11-03
Mountain Capital Investment Advisors Inc.
INCREASED7,2667,182+84+1%$264.0K$258.7K-$5.3K2026-11-06
Praetorian Wealth Management, Inc.
INCREASED7,2617,197+64+1%$264.6K$258.6K-$6.0K2026-10-16
Cadent Capital Advisors, LLC
INCREASED7,2517,195+56+1%$264.5K$258.2K-$6.3K2026-10-09
CFS Investment Advisory Services, LLC
NEW7,245—+7,245——$269.9K—2026-10-19
Martel Wealth Advisors LLC
UNCHANGED7,2407,24000%$266.1K$257.8K-$8.3K2026-10-14
Thrive Wealth Management, LLC
INCREASED7,2337,212+21+0%$265.1K$257.6K-$7.6K2026-10-13
Investment Partners, Ltd.
NEW7,222—+7,222——$257.2K—2026-10-29
Mitchell & Pahl Private Wealth, LLC
UNCHANGED7,2227,22200%$265.5K$257.2K-$8.3K2026-10-14
Inman Jager Wealth Management, LLC
UNCHANGED7,1917,19100%$264.3K$256.1K-$8.3K2026-11-05
Old Mission Investment Co LLC
DECREASED7,1287,311-183-2%$268.8K$253.8K-$14.9K2026-10-22
Amplius Wealth Advisors, LLC
INCREASED7,1226,872+250+4%$252.6K$253.6K+$9992026-10-20
Mainsail Financial Group, LLC
INCREASED7,0476,247+800+13%$229.6K$250.9K+$21.3K2026-10-23
Balboa Wealth Partners
UNCHANGED7,0437,04300%$258.9K$250.8K-$8.1K2026-10-20
Wolff Financial Management LLC
UNCHANGED7,0347,03400%$258.6K$250.5K-$8.1K2026-10-23
Indiana Trust & Investment Management Co
DECREASED7,0247,290-266-4%$268.0K$250.1K-$17.9K2026-10-22
Mcdaniel Terry & Co
UNCHANGED7,0207,02000%$258.1K$250.0K-$8.1K2026-11-05
Arthur M. Cohen & Associates, LLC
UNCHANGED7,0007,00000%$257.3K$249.3K-$8.1K2026-10-26
Stackstone Wealth, LLC
NEW6,967—+6,967——$248.1K—2026-10-19
Barry Investment Advisors, LLC
UNCHANGED6,9556,95500%$255.7K$247.7K-$8.0K2026-10-14
Alhambra Investment Management LLC
UNCHANGED6,9206,92000%$254.4K$246.4K-$8.0K2026-10-15
Leisure Capital Management
UNCHANGED6,9156,91500%$254.2K$246.2K-$8.0K2026-11-03
Retirement Investment Advisors, Inc.
UNCHANGED6,9006,90000%$254.0K$245.7K-$8.3K2026-10-22
Money Concepts Capital Corp
INCREASED6,8716,254+617+10%$229.9K$244.7K+$14.8K2026-11-06
Parkway Wealth Management Group, LLC
NEW6,868—+6,868——$244.6K—2026-10-20
Accurate Wealth Management, LLC
INCREASED6,8496,252+597+10%$233.0K$246.8K+$13.8K2026-10-20
Tortuga Wealth Management, Inc
INCREASED6,8206,669+151+2%$245.1K$243.0K-$2.1K2026-10-27
Resonant Capital Advisors, LLC
UNCHANGED6,8006,80000%$250.0K$242.1K-$7.8K2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED6,7846,767+17+0%$248.8K$241.6K-$7.2K2026-10-14
Kanawha Capital Management LLC
INCREASED6,7766,571+205+3%$241.6K$241.3K-$2572026-10-19
Herold Advisors, Inc.
UNCHANGED6,7476,74700%$247.0K$240.3K-$6.7K2026-10-19
World Equity Group, Inc.
DECREASED6,7466,751-50%$248.2K$240.2K-$7.9K2026-10-14
BOS Asset Management, LLC
INCREASED6,7156,375+340+5%$234.3K$239.1K+$4.8K2026-10-09
Exchange Bank
UNCHANGED6,7016,70100%$246.3K$238.6K-$7.7K2026-10-07
Godsey & Gibb, Inc
INCREASED6,6796,174+505+8%$227.0K$237.8K+$10.9K2026-10-14
Winthrop Advisory Group LLC
UNCHANGED6,6656,66500%$245.0K$237.3K-$7.7K2026-10-22
Svrn Asset Management, LLC
UNCHANGED6,5716,57100%$241.5K$234.0K-$7.6K2026-11-02
OceanIQ Capital, LLC
UNCHANGED6,5636,56300%$248.5K$236.5K-$11.9K2026-10-19
Arrow Investment Advisors, LLC
INCREASED6,5405,592+948+17%$205.6K$232.9K+$27.3K2026-11-02
Mengis Capital Management, Inc.
UNCHANGED6,5006,50000%$238.9K$231.5K-$7.5K2026-10-13
Clean Yield Group
UNCHANGED6,4406,44000%$236.7K$229.3K-$7.4K2026-10-28
Sterling Investment Advisors, Ltd.
INCREASED6,4336,152+281+5%$226.1K$229.1K+$3.0K2026-10-27
W.H. Cornerstone Investments Inc.
UNCHANGED6,4166,41600%$235.9K$228.5K-$7.4K2026-11-03
AMG National Trust Bank
UNCHANGED6,3896,38900%$234.9K$227.5K-$7.3K2026-11-05
Stiles Financial Services Inc
INCREASED6,3755,653+722+13%$207.8K$227.0K+$19.2K2026-10-30
71 West Capital Partners
UNCHANGED6,3506,35000%$233.4K$226.1K-$7.3K2026-11-04
First Financial Corp
UNCHANGED6,3496,34900%$233.4K$226.1K-$7.3K2026-10-13
Bison Wealth, LLC
INCREASED6,3136,278+35+1%$229.0K$226.7K-$2.2K2026-10-13
Kesler, Norman & Wride, LLC
UNCHANGED6,3096,30900%$231.9K$224.7K-$7.3K2026-11-06
Lexington Hill Partners, LLC
INCREASED6,2986,206+92+1%$228.1K$224.3K-$3.9K2026-10-13
Roxbury Financial LLC
INCREASED6,2856,194+91+1%$227.7K$223.8K-$3.9K2026-10-01
Family Capital Management, Inc.
INCREASED6,2816,173+108+2%$226.9K$223.7K-$3.3K2026-11-03
Chemistry Wealth Management LLC
UNCHANGED6,2576,25700%$230.0K$222.8K-$7.2K2026-10-16
Weatherly Asset Management L. P.
NEW6,250—+6,250——$222.6K—2026-10-20
Baker Avenue Asset Management, LP
INCREASED6,2316,214+17+0%$228.4K$221.9K-$6.5K2026-11-06
Seelaus Asset Management LLC
DECREASED6,2306,505-275-4%$239.1K$221.9K-$17.3K2026-10-14
WIN Advisors, Inc
NEW6,206—+6,206——$221.0K—2026-11-06
Richard C. Young & Co., Ltd.
INCREASED6,1846,109+75+1%$224.6K$220.2K-$4.3K2026-11-04
Worth Asset Management, LLC
INCREASED6,1646,100+64+1%$224.2K$219.5K-$4.7K2026-10-07
HRC Wealth Management, LLC
INCREASED6,1496,136+13+0%$225.5K$218.9K-$6.6K2026-10-16
Precedent Wealth Partners, LLC
INCREASED6,1465,896+250+4%$216.7K$218.9K+$2.1K2026-10-21
Mindset Wealth Management, LLC
UNCHANGED6,1466,14600%$225.9K$218.9K-$7.1K2026-10-19
Providence Financial Advisors, LLC
DECREASED6,1326,365-233-4%$234.0K$218.4K-$15.6K2026-11-06
Tctc Holdings, LLC
UNCHANGED6,1316,13100%$225.4K$218.3K-$7.1K2026-11-02
Vaughan David Investments LLC
UNCHANGED6,1286,12800%$225.0K$218.0K-$7.0K2026-11-05
Eagle Bay Advisors LLC
INCREASED6,1136,101+12+0%$224.3K$217.7K-$6.6K2026-10-16
Community Trust & Investment Co
UNCHANGED6,1106,11000%$224.6K$217.6K-$7.0K2026-10-15
VAN Strum & Towne Inc.
UNCHANGED6,1006,10000%$224.2K$217.2K-$7.0K2026-11-06
Cornerstone Wealth Group, LLC
NEW6,090—+6,090——$216.9K—2026-11-02
Nfsg Corp
INCREASED6,0782,258+3,820+169%$83.0K$216.4K+$133.4K2026-10-15
apricus wealth, LLC
UNCHANGED6,0756,07500%$223.3K$216.3K-$7.0K2026-10-26
Financial Management Network Inc
INCREASED6,0746,040+34+1%$230.7K$219.8K-$11.0K2026-10-09
Fiduciary Family Office, LLC
UNCHANGED6,0606,06000%$222.8K$215.8K-$7.0K2026-11-04
Triangle Securities Wealth Management
INCREASED6,0415,999+42+1%$220.5K$215.1K-$5.4K2026-10-14
Beacon Financial Group
INCREASED6,0236,013+10+0%$221.1K$214.5K-$6.6K2026-10-19
Souders Financial Advisors
NEW6,010—+6,010——$214.0K—2026-11-03
Community Bank & Trust, Waco, Texas
UNCHANGED6,0056,00500%$221.0K$214.0K-$7.0K2026-10-19
Colton Groome Financial Advisors, LLC
NEW6,000—+6,000——$213.7K—2026-10-06
Pinion Investment Advisors, LLC
DECREASED6,0006,273-273-4%$230.6K$213.7K-$16.9K2026-11-04
Villere ST Denis J & Co LLC
UNCHANGED6,0006,00000%$220.6K$213.7K-$6.9K2026-11-04
Slocum, Gordon & Co LLP
UNCHANGED6,0006,00000%$220.6K$213.7K-$6.9K2026-10-19
Legacy Trust
NEW5,982—+5,982——$228.2K—2026-11-06
SAX Wealth Advisors, LLC
DECREASED5,96910,250-4,281-42%$387.9K$212.6K-$175.3K2026-10-13
Avondale Wealth Management
UNCHANGED5,9695,96900%$219.4K$212.6K-$6.9K2026-10-15
Diversified Investment Strategies, LLC
UNCHANGED5,9555,95500%$218.9K$212.1K-$6.8K2026-10-28
Institute for Wealth Management, Llc.
DECREASED5,9546,085-131-2%$223.7K$212.0K-$11.7K2026-11-06
Colorado Capital Management, Inc.
UNCHANGED5,9345,93400%$218$211.0K+$210.8K2026-10-15
Crestwood Advisors Group, LLC
DECREASED5,9336,733-800-12%$247.5K$211.3K-$36.2K2026-10-27
Sweeney & Michel, LLC
INCREASED5,9005,821+79+1%$219.7K$210.1K-$9.6K2026-10-16
Cypress Wealth Services, LLC
UNCHANGED5,9005,90000%$216.9K$219.8K+$3.0K2026-10-21
Dominguez Wealth Management Solutions, Inc.
UNCHANGED5,9005,90000%$216.9K$210.1K-$6.8K2026-10-07
Sawyer & Company, Inc
UNCHANGED5,9005,90000%$216.9K$210.1K-$6.8K2026-10-21
Solidarity Wealth, LLC
NEW5,881—+5,881——$209.4K—2026-10-15
Central Valley Advisors, LLC
UNCHANGED5,8815,88100%$216.2K$209.4K-$6.8K2026-10-27
Freedom Day Solutions, LLC
INCREASED5,8775,655+222+4%$207.9K$209.3K+$1.4K2026-10-20
RFG - Bristol Wealth Advisors, LLC
INCREASED5,8575,818+39+1%$213.9K$208.6K-$5.3K2026-10-09
Klingman & Associates, LLC
DECREASED5,8476,058-211-3%$222.7K$208.2K-$14.5K2026-10-20
Hiley Hunt Wealth Management
UNCHANGED5,8425,84200%$214.8K$208.0K-$6.7K2026-10-08
Wilkins Miller Wealth Management, LLC
DECREASED5,8415,970-129-2%$219.5K$208.0K-$11.5K2026-10-13
Cypress Capital Group
DECREASED5,82814,665-8,837-60%$539.1K$207.5K-$331.6K2026-11-03
Clearwater Capital Advisors, LLC
UNCHANGED5,8005,80000%$213.2K$206.5K-$6.7K2026-11-06
Nemes Rush Group LLC
UNCHANGED5,7925,79200%$212.9K$206.3K-$6.7K2026-11-04
Bond & Devick Financial Network, Inc.
UNCHANGED5,7225,72200%$210.3K$203.8K-$6.6K2026-10-23
Birch Financial Group, LLC
INCREASED5,7205,695+25+0%$209.3K$203.7K-$5.7K2026-10-27
Gemmer Asset Management LLC
UNCHANGED5,7205,72000%$210.3K$203.7K-$6.6K2026-10-16
Fairscale Capital, LLC
UNCHANGED5,7075,70700%$209.8K$217.7K+$7.9K2026-11-04
Orba Wealth Advisors, L.L.C.
DECREASED5,66311,295-5,632-50%$415.2K$201.7K-$213.5K2026-10-23
KRS Capital Management, LLC
UNCHANGED5,6635,66300%$208.2K$201.7K-$6.5K2026-10-16
Wright Wealth LLC
DECREASED5,6506,450-800-12%$237.1K$201.2K-$35.9K2026-10-29
Torrey Growth & Income Advisors
UNCHANGED5,6005,60000%$207.1K$202.8K-$4.3K2026-11-04
CX Institutional
INCREASED5,4534,312+1,141+26%$159$194+$352026-10-02
Coston, McIsaac & Partners
INCREASED5,0765,006+70+1%$184.0K$180.8K-$3.2K2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED5,0005,00000%$184.0K$178.0K-$6.0K2026-10-14
Montag A & Associates Inc
INCREASED4,9954,990+5+0%$183.4K$177.9K-$5.6K2026-10-29
First Community Trust NA
UNCHANGED4,9604,96000%$182.3K$176.6K-$5.7K2026-10-07
Financial Management Professionals, Inc.
UNCHANGED4,9394,93900%$181.6K$175.9K-$5.7K2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED4,7624,747+15+0%$174.5K$169.6K-$4.9K2026-10-27
Pittenger & Anderson Inc
UNCHANGED4,7004,70000%$172.8K$167.4K-$5.4K2026-11-02
Golden State Wealth Management, LLC
INCREASED4,6254,622+3+0%$169.9K$164.7K-$5.2K2026-11-02
Main Street Group, LTD
INCREASED4,4784,468+10+0%$164.2K$159.5K-$4.8K2026-10-28
Nova Financial LLC
NEW4,366—+4,366——$155.5K—2026-11-04
Oakworth Capital, Inc.
UNCHANGED4,3004,30000%$157.0K$153.1K-$3.9K2026-10-26
Navigoe, LLC
UNCHANGED4,1474,14700%$152.0K$147.0K-$5.0K2026-11-04
Compass Wealth Management LLC
NEW4,010—+4,010——$142.8K—2026-10-22
Versant Capital Management, Inc
INCREASED3,8933,841+52+1%$141.2K$138.6K-$2.6K2026-10-02
Key FInancial Inc
DECREASED3,8884,288-400-9%$157.6K$138.5K-$19.2K2026-11-02
NBH Bank
NEW3,747—+3,747——$133.4K—2026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED3,6403,64000%$133.8K$129.6K-$4.2K2026-10-21
Elevation Wealth Partners, LLC
INCREASED3,5943,543+51+1%$130.2K$128.0K-$2.2K2026-10-07
Monetary Solutions, Ltd
UNCHANGED3,3633,36300%$123.6K$119.8K-$3.9K2026-10-22
Security National Bank
UNCHANGED3,2263,22600%$118.6K$114.9K-$3.7K2026-10-26
City Holding Co
INCREASED3,1933,141+52+2%$115.4K$113.7K-$1.7K2026-10-19
Abound Wealth Management
INCREASED3,143468+2,675+572%$17.2K$111.9K+$94.7K2026-10-26
Independence Bank of Kentucky
UNCHANGED3,1253,12500%$114.9K$111.3K-$3.6K2026-10-26
Catherine Avery Investment Management LLC
UNCHANGED3,0003,00000%$110.3K$106.8K-$3.5K2026-10-14
Gables Capital Management Inc.
UNCHANGED3,0003,00000%$110.3K$106.8K-$3.5K2026-11-04
Piscataqua Savings Bank
UNCHANGED3,0003,00000%$110.3K$106.8K-$3.4K2026-10-21
Wolff Wiese Magana LLC
INCREASED2,9992,998+1+0%$110.2K$106.8K-$3.4K2026-10-15
Moisand Fitzgerald Tamayo, LLC
UNCHANGED2,9812,98100%$109.6K$106.2K-$3.4K2026-10-15
Laurel Wealth Advisors LLC
NEW2,904—+2,904——$103.4K—2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED2,9002,90000%$106.6K$103.3K-$3.3K2026-10-22
Trust Co of Vermont
DECREASED2,8173,507-690-20%$128.9K$100.3K-$28.6K2026-10-21
Byrne Asset Management LLC
UNCHANGED2,8002,80000%$102.9K$99.9K-$3.1K2026-10-06
American Capital Advisory, LLC
UNCHANGED2,7472,74700%$101.0K$97.8K-$3.2K2026-10-28
University of Texas S AM Investment Management Co
INCREASED2,7072,701+6+0%$99.3K$96.4K-$2.9K2026-11-03
KFG LLC
NEW2,700—+2,700——$96.1K—2026-11-02
Old Second National Bank of Aurora
UNCHANGED2,6402,64000%$97.0K$94.0K-$3.0K2026-10-22
Center for Financial Planning, Inc.
UNCHANGED2,5322,53200%$93.1K$90.2K-$2.9K2026-10-26
Horrell Capital Management, Inc.
UNCHANGED2,5002,50000%$91.9K$89.0K-$2.9K2026-10-08
Asset Planning,Inc
INCREASED2,3031,679+624+37%$61.7K$82.0K+$20.3K2026-10-26
Gleason Group, Inc.
INCREASED2,2972,264+33+1%$83.2K$81.8K-$1.4K2026-10-15
UMB Private Wealth Management, LLC
NEW2,239—+2,239——$79.7K—2026-10-19
Livelsberger Financial Advisory
NEW2,208—+2,208——$78.6K—2026-10-28
Hickory Point Bank & Trust
UNCHANGED2,2002,20000%$80.9K$78.3K-$2.5K2026-10-01
Halbert Hargrove Global Advisors, LLC
DECREASED2,1502,350-200-9%$86.4K$76.6K-$9.8K2026-10-16
Eastern Bank
UNCHANGED2,1502,15000%$79.0K$76.6K-$2.5K2026-10-05
Farmers & Merchants Investments Inc
DECREASED2,1358,635-6,500-75%$317.4K$76.0K-$241.4K2026-10-22
Chung Wu Investment Group, LLC
DECREASED2,1002,500-400-16%$91.9K$74.8K-$17.1K2026-11-03
Manchester Capital Management LLC
UNCHANGED2,0902,09000%$76.8K$74.4K-$2.4K2026-10-22
Financial Freedom, LLC
NEW2,043—+2,043——$72.7K—2026-11-06
Hanson & Doremus Investment Management
UNCHANGED2,0102,01000%$74.0K$72.0K-$2.0K2026-10-16
Highline Wealth Partners LLC
UNCHANGED2,0002,00000%$73.5K$71.2K-$2.3K2026-10-19
Boyd Watterson Asset Management LLC
UNCHANGED1,9801,98000%$72.8K$70.5K-$2.3K2026-11-06
Entrust Financial LLC
INCREASED1,8671,859+8+0%$68.3K$66.5K-$1.8K2026-11-04
Barrett & Company, Inc.
UNCHANGED1,8241,82400%$67.1K$66.0K-$1.1K2026-10-22
State of Wyoming
NEW1,785—+1,785——$63.6K—2026-10-28
Kozak & Associates, Inc.
DECREASED1,7842,795-1,011-36%$102.1K$67.9K-$34.2K2026-10-29
Rossby Financial, LCC
INCREASED1,7236+1,717+28617%$221$61.4K+$61.1K2026-11-05
First Pacific Financial
UNCHANGED1,7001,70000%$62.5K$60.5K-$2.0K2026-10-14
Essential Investment Partners LLC
UNCHANGED1,6501,65000%$60.7K$58.8K-$1.9K2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED1,6141,820-206-11%$66.9K$57.5K-$9.4K2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1,6001,60000%$58.8K$57.0K-$1.8K2026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED1,5721,566+6+0%$58$57-$12026-11-04
James T. Borello RIA
UNCHANGED1,5231,52300%$56.0K$54.2K-$1.7K2026-10-16
Country Trust Bank
INCREASED1,521439+1,082+246%$16.1K$54.2K+$38.0K2026-10-30
Align Financial, LLC
UNCHANGED1,5001,50000%$55.1K$53.4K-$1.7K2026-10-16
West Paces Advisors Inc.
UNCHANGED1,5001,50000%$55.1K$53.4K-$1.7K2026-10-13
Davis Capital Management
UNCHANGED1,4431,44300%$53.0K$51.4K-$1.7K2026-10-08
Groesbeck Investment Management Corp
UNCHANGED1,4001,40000%$51$50.0K+$49.9K2026-10-26
Jnba Financial Advisors
UNCHANGED1,3231,32300%$48.6K$47.1K-$1.5K2026-11-03
Daytona Street Capital LLC
UNCHANGED1,3001,30000%$48.5K$47.9K-$6112026-10-15
SRH Advisors, LLC
INCREASED1,2861,268+18+1%$46.6K$45.8K-$8022026-10-22
Burkett Financial Services, LLC
INCREASED1,2761,258+18+1%$46.2K$45.5K-$7962026-10-01
General Partner, Inc.
UNCHANGED1,2501,25000%$46.0K$44.5K-$1.4K2026-10-05
Markowski Investments
UNCHANGED1,2411,24100%$45.6K$44.2K-$1.4K2026-10-30
Gen-Wealth Partners Inc
UNCHANGED1,2311,23100%$45.3K$43.8K-$1.4K2026-11-04
DiNuzzo Private Wealth, Inc.
INCREASED1,2001,000+200+20%$36.8K$42.7K+$6.0K2026-10-16
Mcdonald Partners LLC
UNCHANGED1,1921,19200%$43.8K$42.4K-$1.4K2026-11-03
Smallwood Wealth Investment Management, LLC
UNCHANGED1,1511,15100%$42.3K$41.0K-$1.3K2026-10-30
Miller Wealth Advisors, LLC
UNCHANGED1,1431,14300%$42.0K$40.7K-$1.3K2026-11-02
GHP Investment Advisors, Inc.
INCREASED1,1171,000+117+12%$36.8K$39.8K+$3.0K2026-10-15
Community Bank, N.A.
UNCHANGED1,0981,09800%$40.4K$39.1K-$1.3K2026-11-06
Bullock Wealth Management Group
INCREASED1,0801,079+1+0%$39.4K$38.5K-$8772026-10-09
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,0581,05800%$38.9K$37.7K-$1.2K2026-10-28
Certuity, LLC
UNCHANGED1,0571,05700%$38.9K$37.6K-$1.2K2026-11-02
Lynch Investment Planning, LLC
NEW1,009—+1,009——$35.9K—2026-10-27
Hughes Financial Services, LLC
INCREASED1,006700+306+44%$25.7K$39.3K+$13.5K2026-10-30
Cornerstone National Bank & Trust Co
UNCHANGED1,0001,00000%$36.5K$35.7K-$8502026-10-20
Hoese & Co LLP
UNCHANGED1,0001,00000%$36.8K$35.6K-$1.1K2026-10-21
Pacific Center for Financial Services
UNCHANGED1,0001,00000%$36.8K$35.6K-$1.2K2026-10-15
Accordant Advisory Group Inc
UNCHANGED99699600%$36.6K$35.5K-$1.1K2026-10-29
Blue Bell Private Wealth Management, LLC
DECREASED9761,076-100-9%$39.5K$34.8K-$4.8K2026-10-29
Westside Investment Management, Inc.
UNCHANGED93193100%$34.2K$33.4K-$7862026-11-02
IAG Wealth Partners, LLC
UNCHANGED90490400%$33.2K$32.2K-$1.0K2026-11-06
Alpine Bank Wealth Management
UNCHANGED90090000%$33.1K$32.0K-$1.0K2026-10-16
First Premier Bank
UNCHANGED77277200%$28$27-$12026-10-13
SJS Investment Consulting Inc.
DECREASED732736-4-1%$27.1K$26.1K-$9902026-10-26
Centerpoint Advisors, LLC
UNCHANGED70070000%$26$25.0K+$25.0K2026-11-05
Tsfg, LLC
INCREASED645537+108+20%$20$23.0K+$23.0K2026-10-23
Rosenberg Matthew Hamilton
UNCHANGED62462400%$22.9K$22.2K-$7172026-10-05
Concord Wealth Partners
UNCHANGED60060000%$22.1K$21.4K-$6902026-11-02
Harbor Asset Planning, Inc.
UNCHANGED56856800%$20.9K$20.2K-$6542026-10-23
Cape Investment Advisory, Inc.
UNCHANGED52752700%$19.4K$18.8K-$6072026-10-13
Fiduciary Advisors, Inc.
INCREASED515508+7+1%$18.7K$18.3K-$3212026-10-16
Acumen Wealth Advisors, LLC
DECREASED5001,933-1,433-74%$71.1K$17.8K-$53.3K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED50050000%$18.4K$17.8K-$5752026-10-23
Evolution Wealth Management Inc.
INCREASED474414+60+14%$15.2K$16.9K+$1.7K2026-10-28
Latitude Advisors, LLC
NEW448—+448——$15.9K—2026-10-27
Global Trust Asset Management, LLC
NEW432—+432——$15.4K—2026-10-19
CGC Financial Services, LLC
UNCHANGED40840800%$15.0K$14.5K-$4692026-10-13
Sunrise Financial Services, LLC
UNCHANGED40040000%$14.7K$14.2K-$4602026-10-21
Harbor Capital Advisors, Inc.
DECREASED379630-251-40%$23.0K$13-$23.0K2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3771,319-942-71%$48.5K$13.4K-$35.1K2026-10-14
Salomon & Ludwin, LLC
UNCHANGED34334300%$12.5K$12.2K-$3122026-10-29
Ares Financial Consulting, LLC
DECREASED333336-3-1%$12.4K$11.9K-$4932026-10-19
Three Bridge Wealth Advisors, LLC
NEW330—+330——$11.8K—2026-11-05
Signature Equity Partners, LLC
UNCHANGED30030000%$11.0K$10.7K-$3452026-10-29
Sarver Vrooman Wealth Advisors
UNCHANGED30030000%$11.0K$10.7K-$3152026-10-01
St. Johns Investment Management Company, LLC
UNCHANGED29229200%$10.7K$10.4K-$3362026-10-30
Investment Research & Advisory Group, Inc.
INCREASED286104+182+175%$3.8K$10.2K+$6.3K2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED28028000%$10.3K$10.0K-$3222026-10-28
Pinnacle Wealth Planning Services, Inc.
INCREASED258250+8+3%$9.2K$9.2K-$32026-10-27
Bangor Savings Bank
UNCHANGED24624600%$9.0K$8.8K-$2832026-10-06
Advocate Investing Services LLC
INCREASED226222+4+2%$8.2K$8.0K-$1402026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED22522500%$8.3K$8.0K-$2582026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED22422400%$8.2K$8.0K-$2572026-10-28
Tradewinds Capital Management, LLC
INCREASED208158+50+32%$5.8K$7.4K+$1.6K2026-10-23
Costello Asset Management, Inc
UNCHANGED20020000%$7.4K$7.1K-$2302026-10-30
Arlington Trust Co LLC
UNCHANGED20020000%$7.4K$7.1K-$2302026-10-20
Montgomery Financial Services LLC
UNCHANGED20020000%$7.4K$7.1K-$2302026-11-03
Lloyd Advisory Services, Llc.
UNCHANGED18618600%$6.8K$6.6K-$2142026-11-02
USA Financial Formulas
NEW167—+167——$5.9K—2026-10-16
Fortis Group Advisors, LLC
UNCHANGED15015000%$5.5K$5.3K-$1722026-11-06
Signature Resources Capital Management, LLC
INCREASED136134+2+1%$4.9K$4.8K-$852026-10-16
TD Private Client Wealth LLC
UNCHANGED13613600%$5.0K$4.8K-$1562026-10-28
Key Capital Management, Inc
DECREASED110276-166-60%$10.2K$3.9K-$6.2K2026-11-03
Triumph Capital Management
INCREASED103101+2+2%$3.7K$3.7K-$692026-10-14
Foresight Capital Management Advisors, Inc.
NEW100—+100——$3.6K—2026-10-27
First United Bank & Trust
UNCHANGED10010000%$3.7K$3.6K-$1152026-10-22
Strengthening Families & Communities, LLC
UNCHANGED676700%$2.4K$2.4K-$762026-10-21
Yankcom Partnership
NEW65—+65——$2.3K—2026-10-15
Nisa Investment Advisors, LLC
UNCHANGED585800%$2.1K$2.1K-$672026-10-20
Silver Grove Financial Group, Inc.
UNCHANGED505000%$1.8K$1.8K-$572026-11-05
Mountain Hill Investment Partners Corp.
UNCHANGED424200%$1.5K$1.5K-$262026-10-23
City State Bank
UNCHANGED303000%$1.1K$1.1K-$352026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED303000%$1.1K$1.1K-$352026-10-15
GK Wealth Management LLC
NEW22—+22——$795—2026-10-09
Aspect Partners, LLC
UNCHANGED3300%$112$109-$32026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED3300%$110$107-$32026-11-02
Fisher Funds Management LTD
CLOSED0255,933-255,933-100%$9.4M$0-$9.4M2026-10-13
True North Advisors, LLC
CLOSED0150,184-150,184-100%$5.5M$0-$5.5M2026-10-22
Jefferies Financial Group Inc.
CLOSED056,497-56,497-100%$2.1M$0-$2.1M2026-11-05
Wellington Shields & Co., LLC
CLOSED041,348-41,348-100%$1.5M$0-$1.5M2026-11-03
CMH Wealth Management LLC
CLOSED039,586-39,586-100%$1.5M$0-$1.5M2026-10-22
Victory Financial Group, LLC
CLOSED032,654-32,654-100%$1.2M$0-$1.2M2026-10-27
Johnson Financial Group, LLC
CLOSED026,142-26,142-100%$961.0K$0-$961.0K2026-11-03
Saxon Interests, Inc.
CLOSED025,049-25,049-100%$920.8K$0-$920.8K2026-10-26
Heirloom Wealth Management
CLOSED021,166-21,166-100%$778.1K$0-$778.1K2026-10-14
Confluence Wealth Services, Inc.
CLOSED021,002-21,002-100%$772.0K$0-$772.0K2026-11-05
Vestor Capital, LLC
CLOSED019,276-19,276-100%$23.1K$0-$23.1K2026-11-04
Schear Investment Advisers, LLC
CLOSED015,311-15,311-100%$562.8K$0-$562.8K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
CLOSED09,962-9,962-100%$366.2K$0-$366.2K2026-10-23
Advisortrust Partners, LLC
CLOSED09,263-9,263-100%$340.5K$0-$340.5K2026-11-02
M.E. Allison & Co., Inc.
CLOSED07,765-7,765-100%$285.5K$0-$285.5K2026-10-09
Anderson Hoagland & Co
CLOSED07,720-7,720-100%$283.8K$0-$283.8K2026-10-23
First Citizens Bank & Trust Co
CLOSED07,320-7,320-100%$269.1K$0-$269.1K2026-10-14
Procyon Advisors, LLC
CLOSED07,251-7,251-100%$266.6K$0-$266.6K2026-10-21
Stenger Family Office, LLC
CLOSED07,082-7,082-100%$260.3K$0-$260.3K2026-10-22
Terril Brothers, Inc.
CLOSED06,575-6,575-100%$241.7K$0-$241.7K2026-11-06
One Way Holdings LLC
CLOSED06,105-6,105-100%$224.4K$0-$224.4K2026-10-29
Optima Capital LLC
CLOSED06,036-6,036-100%$221.9K$0-$221.9K2026-10-29
Aurora Private Wealth, Inc.
CLOSED05,969-5,969-100%$219.0K$0-$219.0K2026-10-20
Pettinga Financial Advisors LLC
CLOSED05,800-5,800-100%$213.2K$0-$213.2K2026-10-13
Diligent Investors, LLC
CLOSED05,614-5,614-100%$206.4K$0-$206.4K2026-10-21
Middleton & Co Inc
CLOSED05,600-5,600-100%$205.9K$0-$205.9K2026-10-23
Forest Hill Capital, LLC
CLOSED05,584-5,584-100%$205.3K$0-$205.3K2026-11-05
Keeler & Nadler Financial Planning & Wealth Management
CLOSED05,573-5,573-100%$204.8K$0-$204.8K2026-10-28
M. Kraus & Co
CLOSED05,545-5,545-100%$203.8K$0-$203.8K2026-10-20
LVM Capital Management LTD
CLOSED05,532-5,532-100%$203$0-$2032026-10-20
Michels Family Financial, LLC
CLOSED05,521-5,521-100%$203.0K$0-$203.0K2026-11-02
Washington Trust Bank
CLOSED05,481-5,481-100%$201.5K$0-$201.5K2026-11-03
AtlasMark Financial, Inc
CLOSED05,475-5,475-100%$201.3K$0-$201.3K2026-10-13
CWS Financial Advisors, LLC
CLOSED05,460-5,460-100%$200.7K$0-$200.7K2026-10-16
Gouws Capital LLC
CLOSED05,449-5,449-100%$200.3K$0-$200.3K2026-10-09
Wellington Shields Capital Management, LLC
CLOSED05,300-5,300-100%$194.8K$0-$194.8K2026-11-03
Vermillion Wealth Management, Inc.
CLOSED05,143-5,143-100%$189.0K$0-$189.0K2026-10-26
AdvisorNet Financial, Inc
CLOSED05,025-5,025-100%$184.7K$0-$184.7K2026-10-15
Gill Capital Partners, LLC
CLOSED03,700-3,700-100%$136.0K$0-$136.0K2026-10-13
Waterfront Wealth Inc.
CLOSED02,462-2,462-100%$454.6K$0-$454.6K2026-11-03
LifeSteps Financial, Inc.
CLOSED01,707-1,707-100%$62.8K$0-$62.8K2026-10-15
First Command Advisory Services, Inc.
CLOSED0700-700-100%$25.7K$0-$25.7K2026-11-05
Stone House Investment Management, LLC
CLOSED0646-646-100%$23.7K$0-$23.7K2026-10-23
Cornerstone Planning Group LLC
CLOSED0566-566-100%$22.0K$0-$22.0K2026-10-16
Reap Financial Group, LLC
CLOSED0413-413-100%$15.2K$0-$15.2K2026-11-02
GoalVest Advisory LLC
CLOSED0273-273-100%$10.0K$0-$10.0K2026-10-02
Flagship Wealth Advisors, LLC
CLOSED0121-121-100%$4.4K$0-$4.4K2026-11-03
Spectrum Wealth Advisory Group, LLC
CLOSED0100-100-100%$3.7K$0-$3.7K2026-10-29
Obsidian CIO, LLC
CLOSED048-48-100%$1.8K$0-$1.8K2026-11-05
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Kingdom Financial Group Llc.
UNCHANGED000—$10$10$02026-11-04
Invesco Ltd.
N/A—26,616,875-26,616,875-100%$978.4M———
Blackstone Inc.
N/A—23,760,341-23,760,341-100%$873.4M———
Morgan Stanley
N/A—22,249,198-22,249,198-100%$817.9M———
Tortoise Capital Advisors, L.L.C.
N/A—18,636,746-18,636,746-100%$685.1M———
Goldman Sachs Group Inc
N/A—17,515,453-17,515,453-100%$643.9M———
Fayez Sarofim & Co
N/A—15,998,982-15,998,982-100%$588.1M———
Energy Income Partners, LLC
N/A—13,831,913-13,831,913-100%$508.5M———
Neuberger Berman Group LLC
N/A—13,560,232-13,560,232-100%$498.5M———
Kayne Anderson Capital Advisors LP
N/A—12,869,425-12,869,425-100%$473.1M———
American Century Companies Inc
N/A—11,833,318-11,833,318-100%$435.0M———
UBS Group AG
N/A—11,815,406-11,815,406-100%$434.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—11,780,406-11,780,406-100%$433.0M———
Bank of America Corp
N/A—11,331,687-11,331,687-100%$416.6M———
CIBC Bancorp USA Inc.
N/A—8,467,839-8,467,839-100%$311.3M———
Ensign Peak Advisors, Inc
N/A—8,189,961-8,189,961-100%$301.1M———
BlackRock, Inc.
N/A—6,945,720-6,945,720-100%$255.3M———
Berkley W R Corp
N/A—6,825,000-6,825,000-100%$250.9M———
Raymond James Financial Inc
N/A—6,663,540-6,663,540-100%$245.0M———
Westwood Holdings Group Inc
N/A—5,918,667-5,918,667-100%$217.6M———
FMR LLC
N/A—5,785,898-5,785,898-100%$212.7M———
Clearbridge Investments, LLC
N/A—5,507,895-5,507,895-100%$202.5M———
Fairholme Capital Management LLC
N/A—5,455,800-5,455,800-100%$200.6M———
Wells Fargo & Company
N/A—4,938,312-4,938,312-100%$181.5M———
JPMorgan Chase & Co
N/A—4,438,751-4,438,751-100%$162.7M———
Stifel Financial Corp
N/A—4,038,337-4,038,337-100%$148.4M———
HighTower Advisors, LLC
N/A—3,822,053-3,822,053-100%$140.5M———
Paralel Advisors LLC
N/A—3,650,000-3,650,000-100%$134.2M———
BNP Paribas Financial Markets
N/A—3,524,671-3,524,671-100%$129.6M———
Royal Bank of Canada
N/A—3,294,713-3,294,713-100%$121.1M———
Arax Advisory Partners
N/A—2,647,573-2,647,573-100%$97.3M———
Rockefeller Capital Management L.P.
N/A—2,375,357-2,375,357-100%$87.3M———
ING Groep NV
N/A—2,246,000-2,246,000-100%$82.6M———
Recurrent Investment Advisors LLC
N/A—2,031,416-2,031,416-100%$74.7M———
First Eagle Investment Management, LLC
N/A—1,958,036-1,958,036-100%$72.0M———
Brookfield Corp
N/A—1,930,503-1,930,503-100%$71.0M———
Texas Yale Capital Corp.
N/A—1,920,189-1,920,189-100%$70.6M———
Bollard Group LLC
N/A—1,693,907-1,693,907-100%$62.3M———
Progeny 3, Inc.
N/A—1,686,131-1,686,131-100%$62.0M———
Osaic Holdings, Inc.
N/A—1,655,002-1,655,002-100%$60.8M———
Victory Capital Management Inc
N/A—1,501,034-1,501,034-100%$55.2M———
Infrastructure Capital Advisors, LLC
N/A—1,491,905-1,491,905-100%$54.8M———
Blair William & Co
N/A—1,454,489-1,454,489-100%$53.5M———
Saudi Central Bank
N/A—1,438,187-1,438,187-100%$54.9M———
Cooperman Leon G
N/A—1,373,755-1,373,755-100%$50.5M———
Oxbow Advisors, LLC
N/A—1,368,329-1,368,329-100%$50.3M———
HRT Financial LP
N/A—1,364,033-1,364,033-100%$50.1M———
Mariner, LLC
N/A—1,270,526-1,270,526-100%$46.7M———
Epoch Investment Partners, Inc.
N/A—1,239,037-1,239,037-100%$45.5M———
Focus Partners Wealth
N/A—1,223,263-1,223,263-100%$45.0M———
Cetera Investment Advisers
N/A—1,137,950-1,137,950-100%$41.8M———
SailingStone Capital Partners LLC
N/A—1,135,960-1,135,960-100%$41.8M———
Allianz Asset Management GmbH
N/A—1,105,419-1,105,419-100%$40.6M———
Fort Sheridan Advisors LLC
N/A—1,069,701-1,069,701-100%$39.3M———
Vestmark Advisory Solutions, Inc.
N/A—1,057,180-1,057,180-100%$38.9M———
Longfellow Investment Management Co LLC
N/A—1,031,154-1,031,154-100%$37.9M———
Bowen Hanes & Co Inc
N/A—1,018,000-1,018,000-100%$38.5M———
Janney Montgomery Scott LLC
N/A—996,112-996,112-100%$36.6M———
CNA Financial Corp
N/A—900,000-900,000-100%$33.1M———
Vorpal, LLC
N/A—838,807-838,807-100%$30.8M———
Beck Mack & Oliver LLC
N/A—824,469-824,469-100%$30.3M———
Beacon Pointe Advisors, LLC
N/A—823,566-823,566-100%$30.3M———
Kamunting Street Capital Management, L.P.
N/A—807,258-807,258-100%$29.7M———
Citadel Advisors LLC
N/A—785,731-785,731-100%$28.9M———
Commerce Bank
N/A—719,016-719,016-100%$26.4M———
Jennison Associates LLC
N/A—704,938-704,938-100%$25.9M———
MAI Capital Management
N/A—668,865-668,865-100%$24.6M———
Envestnet Asset Management Inc
N/A—662,552-662,552-100%$24.4M———
Stephens Inc
N/A—645,519-645,519-100%$23.7M———
Captrust Financial Advisors
N/A—623,026-623,026-100%$22.9M———
M&T Bank Corp
N/A—611,755-611,755-100%$22.5M———
Cerity Partners LLC
N/A—589,560-589,560-100%$21.7M———
SCS Capital Management LLC
N/A—556,413-556,413-100%$20.5M———
Acadian Asset Management LLC
N/A—556,262-556,262-100%$20.4M———
JRM Investment Counsel, LLC
N/A—549,345-549,345-100%$20.2M———
Marco Investment Management LLC
N/A—527,913-527,913-100%$19.4M———
Charles Schwab Investment Management Inc
N/A—526,718-526,718-100%$19.4M———
Sanctuary Advisors, LLC
N/A—516,692-516,692-100%$19.0M———
Waverly Advisors, LLC
N/A—514,978-514,978-100%$18.9M———
Glenmede Trust Co NA
N/A—507,235-507,235-100%$18.6M———
&partners
N/A—502,084-502,084-100%$18.5M———
Heronetta Management, L.P.
N/A—495,048-495,048-100%$18.2M———
NewEdge Advisors, LLC
N/A—414,550-414,550-100%$15.2M———
Cresset Asset Management, LLC
N/A—411,649-411,649-100%$15.1M———
First Manhattan Co. Llc.
N/A—378,333-378,333-100%$13.9M———
Northern Trust Corp
N/A—372,163-372,163-100%$13.7M———
McGowan Group Asset Management, Inc.
N/A—370,768-370,768-100%$13.6M———
Private Advisor Group, LLC
N/A—367,573-367,573-100%$13.5M———
Mercer Global Advisors Inc
N/A—363,252-363,252-100%$13.4M———
Pathstone Holdings, LLC
N/A—358,567-358,567-100%$13.2M———
RR Advisors, LLC
N/A—351,930-351,930-100%$12.9M———
Mizuho Markets Americas LLC
N/A—350,000-350,000-100%$12.9M———
Gabelli Funds LLC
N/A—345,625-345,625-100%$12.7M———
Icon Wealth Advisors, LLC
N/A—343,606-343,606-100%$12.6M———
Heritage Wealth Advisors
N/A—343,269-343,269-100%$12.6M———
Empowered Funds, LLC
N/A—334,150-334,150-100%$12.3M———
Sovereign Investment Advisors, LLC
N/A—332,382-332,382-100%$12.2M———
Cohen & Steers, Inc.
N/A—322,791-322,791-100%$11.9M———
Dividend Assets Capital, LLC
N/A—320,406-320,406-100%$11.8M———
Ballast Advisors LLC
N/A—310,579-310,579-100%$11.4M———
Steward Partners Investment Advisory, LLC
N/A—305,908-305,908-100%$11.2M———
Ameriprise Financial Inc
N/A—304,383-304,383-100%$11.3M———
Delta Investment Management, LLC
N/A—278,127-278,127-100%$10.2M———
Foundations Investment Advisors, LLC
N/A—270,583-270,583-100%$9.9M———
Advisors Asset Management, Inc.
N/A—263,679-263,679-100%$9.7M———
Treasurer of the State of North Carolina
N/A—263,420-263,420-100%$9.7M———
Advisory Services Network, LLC
N/A—256,497-256,497-100%$9.4M———
Argent Trust Co
N/A—256,381-256,381-100%$9.4M———
EP Wealth Advisors, LLC
N/A—255,531-255,531-100%$9.4M———
American Financial Group Inc
N/A—255,000-255,000-100%$9.4M———
Northwestern Mutual Wealth Management Co
N/A—252,565-252,565-100%$9.3M———
Sound View Wealth Advisors Group, LLC
N/A—241,788-241,788-100%$8.9M———
Bridges Investment Management Inc
N/A—236,597-236,597-100%$8.7M———
Rothschild Capital Partners, LLC
N/A—233,618-233,618-100%$8.6M———
Choate Investment Advisors
N/A—229,260-229,260-100%$8.4M———
HSBC Holdings PLC
N/A—226,543-226,543-100%$8.3M———
KKM Financial LLC
N/A—224,298-224,298-100%$8.2M———
Evercore Wealth Management, LLC
N/A—219,962-219,962-100%$8.1M———
Wexford Capital LP
N/A—219,887-219,887-100%$8.1M———
Brown Advisory Inc
N/A—216,256-216,256-100%$7.9M———
Jones Financial Companies Lllp
N/A—214,632-214,632-100%$7.8M———
Bradley Foster & Sargent Inc
N/A—213,241-213,241-100%$7.8M———
Equitable Holdings, Inc.
N/A—210,166-210,166-100%$7.7M———
Mutual Advisors, LLC
N/A—208,699-208,699-100%$7.7M———
Gamco Investors, Inc. ET AL
N/A—206,523-206,523-100%$7.6M———
Quantinno Capital Management LP
N/A—204,785-204,785-100%$7.5M———
Hexagon Capital Partners LLC
N/A—203,772-203,772-100%$7.5M———
Snowden Capital Advisors LLC
N/A—202,630-202,630-100%$7.4M———
Knollwood Investment Advisory, LLC
N/A—196,968-196,968-100%$7.2M———
First Trust Advisors LP
N/A—193,762-193,762-100%$7.1M———
Baldwin Investment Management, LLC
N/A—191,338-191,338-100%$7.0M———
AR Asset Management Inc
N/A—190,278-190,278-100%$7.0M———
Elgethun Capital Management
N/A—188,277-188,277-100%$6.9M———
FourThought Financial Partners, LLC
N/A—184,233-184,233-100%$6.8M———
Van Eck Associates Corp
N/A—179,039-179,039-100%$6.6M———
Rothschild Investment LLC
N/A—178,856-178,856-100%$6.6M———
Independent Advisor Alliance
N/A—176,115-176,115-100%$6.5M———
Huntington National Bank
N/A—174,792-174,792-100%$6.4M———
Moneta Group Investment Advisors LLC
N/A—171,614-171,614-100%$6.3M———
Silvercrest Asset Management Group LLC
N/A—169,288-169,288-100%$6.2M———
Ancora Advisors LLCA
N/A—166,179-166,179-100%$6.1M———
Franklin Resources Inc
N/A—152,437-152,437-100%$5.6M———
Hilltop Holdings Inc.
N/A—152,013-152,013-100%$5.6M———
First Foundation Advisors
N/A—149,591-149,591-100%$5.5M———
Stratos Wealth Partners, Ltd.
N/A—149,482-149,482-100%$5.5M———
Ashford Capital Management Inc
N/A—146,610-146,610-100%$5.4M———
Summit Financial, LLC
N/A—146,040-146,040-100%$5.4M———
PFG Investments, LLC
N/A—144,696-144,696-100%$5.3M———
Capital Advisors Inc
N/A—142,582-142,582-100%$5.2M———
Hardman Johnston Global Advisors LLC
N/A—140,264-140,264-100%$5.2M———
Epacria Capital Partners, LLC
N/A—139,372-139,372-100%$5.1M———
Hutner Capital Management Inc
N/A—138,729-138,729-100%$5.1M———
Susquehanna International Group, LLP
N/A—136,235-136,235-100%$5.0M———
Haverford Trust Co
N/A—135,306-135,306-100%$5.0M———
R.H. Investment Group, LLC
N/A—133,965-133,965-100%$4.9M———
F/m Investments LLC
N/A—132,631-132,631-100%$4.9M———
PIN OAK Investment Advisors Inc
N/A—129,094-129,094-100%$4.7M———
Xcelsior Advisor Partners LLC
N/A—128,762-128,762-100%$4.7M———
Belpointe Asset Management LLC
N/A—126,734-126,734-100%$4.7M———
Avenir Corp
N/A—125,478-125,478-100%$4.6M———
Pinnacle Financial Partners, Inc.
N/A—125,389-125,389-100%$4.6M———
SEI Investments Co
N/A—125,344-125,344-100%$4.6M———
Tower Bridge Advisors
N/A—124,490-124,490-100%$4.6M———
Capital Analysts, LLC
N/A—121,380-121,380-100%$4.5M———
Curi Capital, LLC
N/A—120,166-120,166-100%$4.4M———
Cercano Management LLC
N/A—120,021-120,021-100%$4.4M———
Rollins Financial Advisors, LLC
N/A—119,433-119,433-100%$4.4M———
Tidal Investments LLC
N/A—118,324-118,324-100%$4.3M———
Core Capital Management & Research, inc.
N/A—115,512-115,512-100%$4.4M———
Integrated Wealth Concepts LLC
N/A—114,823-114,823-100%$4.2M———
Jump Financial, LLC
N/A—112,800-112,800-100%$4.1M———
MML Investors Services, LLC
N/A—112,675-112,675-100%$4.1M———
Horizon Kinetics Asset Management LLC
N/A—112,333-112,333-100%$4.1M———
FLC Capital Advisors
N/A—111,463-111,463-100%$4.1M———
Lavaca Capital LLC
N/A—109,467-109,467-100%$4.0M———
Blackhill Capital Inc
N/A—107,704-107,704-100%$4.0M———
WCG Wealth Advisors LLC
N/A—107,100-107,100-100%$3.9M———
United Capital Financial Advisors, LLC
N/A—103,083-103,083-100%$3.8M———
Hilton Capital Management, LLC
N/A—100,630-100,630-100%$3.7M———
Greenline Partners, LLC
N/A—100,467-100,467-100%$3.7M———
ArchPoint Investors
N/A—100,100-100,100-100%$3.7M———
IHT Wealth Management, LLC
N/A—96,669-96,669-100%$3.6M———
RWA Wealth Partners, LLC
N/A—92,219-92,219-100%$3.4M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—89,340-89,340-100%$3.3M———
BFC Planning, Inc.
N/A—89,051-89,051-100%$3.3M———
Great Valley Advisor Group, Inc.
N/A—88,781-88,781-100%$3.3M———
Arkadios Wealth Advisors
N/A—88,011-88,011-100%$3.2M———
Pinnacle Holdings, LLC
N/A—87,818-87,818-100%$3.2M———
Osterweis Capital Management Inc
N/A—87,815-87,815-100%$3.2M———
River Road Asset Management, LLC
N/A—87,467-87,467-100%$3.2M———
Global Retirement Partners, LLC
N/A—86,928-86,928-100%$3.2M———
Ausdal Financial Partners, Inc.
N/A—86,317-86,317-100%$3.2M———
Trinity Legacy Partners, LLC
N/A—86,311-86,311-100%$3.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—86,258-86,258-100%$3.2M———
Wealthspire Advisors, LLC
N/A—80,761-80,761-100%$3.0M———
Cornerstone Select Advisors, LLC
N/A—80,102-80,102-100%$2.9M———
Cullen Capital Management, LLC
N/A—80,089-80,089-100%$2.9M———
Castleark Management LLC
N/A—79,461-79,461-100%$2.9M———
World Investment Advisors
N/A—78,900-78,900-100%$3.0M———
O'shaughnessy Asset Management, LLC
N/A—78,340-78,340-100%$2.9M———
Pasadena Private Wealth, LLC
N/A—76,441-76,441-100%$2.8M———
Fiducient Advisors LLC
N/A—73,904-73,904-100%$2.7M———
Callahan Advisors, LLC
N/A—72,335-72,335-100%$2.7M———
Caprock Group, LLC
N/A—71,936-71,936-100%$2.6M———
Nuveen, LLC
N/A—70,615-70,615-100%$2.6M———
Intellus Advisors LLC
N/A—70,057-70,057-100%$2.6M———
Cary Street Partners Investment Advisory LLC
N/A—67,900-67,900-100%$2.5M———
Aptus Capital Advisors, LLC
N/A—67,550-67,550-100%$2.5M———
Sequoia Financial Advisors, LLC
N/A—66,928-66,928-100%$2.5M———
Peapack Gladstone Financial Corp
N/A—66,923-66,923-100%$2.5M———
Leavell Investment Management, Inc.
N/A—65,933-65,933-100%$2.4M———
Summit Trail Advisors, LLC
N/A—65,361-65,361-100%$2.4M———
Brown Brothers Harriman & Co
N/A—64,737-64,737-100%$2.4M———
Cannell & Spears LLC
N/A—63,670-63,670-100%$2.3M———
Palisade Capital Management, LP
N/A—63,312-63,312-100%$2.3M———
Smith, Moore & Co.
N/A—60,578-60,578-100%$2.2M———
Geneos Wealth Management Inc.
N/A—59,120-59,120-100%$2.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—58,966-58,966-100%$2.2M———
One Charles Private Wealth Services, LLC
N/A—56,643-56,643-100%$2.1M———
NewEdge Wealth, LLC
N/A—56,138-56,138-100%$2.1M———
Northstar Advisory Group, LLC
N/A—55,933-55,933-100%$2.1M———
Pinnacle West Asset Management, Inc.
N/A—54,987-54,987-100%$2.0M———
AE Wealth Management LLC
N/A—53,516-53,516-100%$2.0M———
Red Door Wealth Management, LLC
N/A—53,218-53,218-100%$2.0M———
Schnieders Capital Management, Llc.
N/A—53,147-53,147-100%$2.0M———
Cary Street Partners Financial LLC
N/A—52,374-52,374-100%$1.9M———
Argent Advisors, Inc.
N/A—51,574-51,574-100%$1.9M———
Samjo Management, LLC
N/A—50,150-50,150-100%$1.8M———
Resolute Capital Asset Partners LLC
N/A—50,000-50,000-100%$1.8M———
Fidelis Capital Partners, LLC
N/A—49,876-49,876-100%$1.8M———
Fund Advisors of America Inc
N/A—49,198-49,198-100%$1.8M———
GSA Capital Partners LLP
N/A—48,539-48,539-100%$1.8M———
Nomura Asset Management International Inc.
N/A—48,380-48,380-100%$1.8M———
Objectivity Squared, LLC
N/A—48,082-48,082-100%$1.8M———
Bank of Montreal
N/A—47,751-47,751-100%$1.8M———
Orion Investment Co
N/A—46,916-46,916-100%$1.7M———
Johnson Investment Counsel Inc
N/A—46,744-46,744-100%$1.7M———
Cascade Financial Partners, LLC
N/A—46,553-46,553-100%$1.7M———
Addison Capital Co
N/A—46,315-46,315-100%$1.7M———
IFG Advisory, LLC
N/A—45,874-45,874-100%$1.7M———
OneDigital Investment Advisors LLC
N/A—45,480-45,480-100%$1.7M———
IEQ Capital, LLC
N/A—44,742-44,742-100%$1.6M———
1776 Wealth LLC
N/A—44,696-44,696-100%$1.6M———
First National Bank of Omaha
N/A—44,360-44,360-100%$1.6M———
Atlantic Union Bankshares Corp
N/A—43,275-43,275-100%$1.6M———
Orleans Capital Management Corp
N/A—42,770-42,770-100%$1.6M———
Novak & Powell Financial Services, Inc.
N/A—42,385-42,385-100%$1.6M———
Anchor Investment Management, LLC
N/A—42,150-42,150-100%$1.5M———
WealthTrust Axiom LLC
N/A—41,986-41,986-100%$1.5M———
Chevy Chase Trust Holdings, LLC
N/A—41,900-41,900-100%$1.5M———
Windsor Advisory Group, LLC
N/A—41,814-41,814-100%$1.5M———
Tyche Wealth Partners LLC
N/A—41,099-41,099-100%$1.5M———
LRI Investments, LLC
N/A—40,946-40,946-100%$1.5M———
Meridian Wealth Advisors, LLC
N/A—40,448-40,448-100%$1.5M———
Texas Capital Bank Wealth Management Services Inc
N/A—40,082-40,082-100%$1.5M———
Kingsview Wealth Management, LLC
N/A—39,764-39,764-100%$1.5M———
Essex Financial Services, Inc.
N/A—38,769-38,769-100%$1.4M———
Kirtland Hills Capital Management, LLC
N/A—38,737-38,737-100%$1.4M———
Bleakley Financial Group, LLC
N/A—38,672-38,672-100%$1.4M———
Dorsey & Whitney Trust Co LLC
N/A—38,020-38,020-100%$1.4M———
HM Payson & Co
N/A—37,155-37,155-100%$1.4M———
Eaton Financial Holdings Company, LLC
N/A—36,535-36,535-100%$1.3M———
Fiduciary Group, LLC
N/A—35,949-35,949-100%$1.3M———
South Street Advisors LLC
N/A—35,720-35,720-100%$1.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—35,473-35,473-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—35,349-35,349-100%$1.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—35,014-35,014-100%$1.3M———
Kovack Advisors, Inc.
N/A—34,878-34,878-100%$1.3M———
NorthRock Partners, LLC
N/A—34,871-34,871-100%$1.3M———
Parkwoods Wealth Partners, LLC
N/A—34,706-34,706-100%$1.3M———
Mayflower Financial Advisors, LLC
N/A—34,638-34,638-100%$1.3M———
Canal Capital Management, LLC
N/A—34,623-34,623-100%$1.3M———
Fiduciary Trust Co
N/A—34,365-34,365-100%$1.3M———
Harbour Investments, Inc.
N/A—34,361-34,361-100%$1.3M———
Mosaic Family Wealth Partners, LLC
N/A—34,323-34,323-100%$1.3M———
Round Rock Advisors LLC
N/A—34,255-34,255-100%$1.3M———
DF Dent & Co Inc
N/A—34,232-34,232-100%$1.3M———
Guggenheim Capital LLC
N/A—33,933-33,933-100%$1.2M———
Nicolet Bankshares Inc
N/A—33,924-33,924-100%$1.2M———
Providence Capital Advisors, LLC
N/A—33,375-33,375-100%$1.2M———
Mcguire Capital Advisors Inc
N/A—33,092-33,092-100%$1.2M———
Investor's Fiduciary Advisor Network, LLC
N/A—32,945-32,945-100%$1.2M———
CreativeOne Wealth, LLC
N/A—32,833-32,833-100%$1.2M———
Ranch Capital Advisors Inc.
N/A—32,653-32,653-100%$1.2M———
Tocqueville Asset Management L.P.
N/A—32,199-32,199-100%$1.2M———
Baird Financial Group, Inc.
N/A—31,926-31,926-100%$1.2M———
Frisch Financial Group, Inc.
N/A—31,842-31,842-100%$1.2M———
Gladstone Institutional Advisory LLC
N/A—31,449-31,449-100%$1.2M———
Jaffetilchin Investment Partners, LLC
N/A—30,691-30,691-100%$1.1M———
HFG Advisors, Inc.
N/A—30,335-30,335-100%$1.1M———
Benjamin Edwards Inc
N/A—30,281-30,281-100%$1.1M———
King Wealth Management Group
N/A—30,203-30,203-100%$1.1M———
Monetary Management Group Inc
N/A—30,160-30,160-100%$1.1M———
Stokes Family Office, LLC
N/A—30,085-30,085-100%$1.1M———
Quent Capital, LLC
N/A—29,784-29,784-100%$1.1M———
Alliancebernstein L.P.
N/A—29,362-29,362-100%$1.1M———
Pointe Capital Management LLC
N/A—29,061-29,061-100%$1.1M———
Bogart Wealth, LLC
N/A—28,917-28,917-100%$1.1M———
Bramshill Investments, LLC
N/A—28,786-28,786-100%$1.1M———
Requisite Capital Management, LLC
N/A—28,644-28,644-100%$1.1M———
TRU Independence Asset Management 2, LLC
N/A—28,402-28,402-100%$1.0M———
National Philanthropic Trust
N/A—27,782-27,782-100%$1.0M———
Whalerock Point Partners, LLC
N/A—27,748-27,748-100%$1.0M———
Modern Wealth Management, LLC
N/A—27,465-27,465-100%$1.0M———
Smart Money Group LLC
N/A—27,352-27,352-100%$1.0M———
Bridgewater Advisors Inc.
N/A—27,108-27,108-100%$1.0M———
Waterloo Capital, L.P.
N/A—26,984-26,984-100%$991.9K———
Pine Valley Investments Ltd Liability Co
N/A—26,972-26,972-100%$991.5K———
Sovereign Financial Group, Inc.
N/A—26,950-26,950-100%$990.7K———
Rehmann Capital Advisory Group
N/A—26,908-26,908-100%$989.1K———
Vaughan Nelson Investment Management, L.P.
N/A—26,550-26,550-100%$976.0K———
Crawford Investment Counsel Inc
N/A—26,363-26,363-100%$969.1K———
Douglass Winthrop Advisors, LLC
N/A—26,276-26,276-100%$965.9K———
Sargent Investment Group, LLC
N/A—26,105-26,105-100%$959.6K———
Hancock Whitney Corp
N/A—25,904-25,904-100%$952.2K———
Vanguard Personalized Indexing Management, LLC
N/A—25,776-25,776-100%$947.5K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—25,599-25,599-100%$941.0K———
Ellenbecker Investment Group
N/A—25,418-25,418-100%$934.4K———
Park Place Capital Corp
N/A—25,204-25,204-100%$926.5K———
RBF Capital, LLC
N/A—25,000-25,000-100%$919.0K———
Muhlenkamp & Co Inc
N/A—24,855-24,855-100%$913.7K———
RiverGlades Family Offices LLC
N/A—24,760-24,760-100%$910.2K———
Transcend Capital Advisors, LLC
N/A—24,490-24,490-100%$900.2K———
Freestone Capital Holdings, LLC
N/A—24,332-24,332-100%$894.5K———
DV Trading LLC
N/A—24,200-24,200-100%$889.6K———
Rothschild Wealth LLC
N/A—23,958-23,958-100%$880.7K———
Bitterroot Capital Advisors LLC
N/A—23,746-23,746-100%$872.9K———
Goodman Financial Corp
N/A—23,341-23,341-100%$858.0K———
Zacks Investment Management
N/A—22,776-22,776-100%$837.3K———
Perissos Private Wealth Management, LLC
N/A—22,698-22,698-100%$834.4K———
Per Stirling Capital Management, Llc.
N/A—22,663-22,663-100%$833.1K———
Shepherd Kaplan Krochuk, LLC
N/A—22,538-22,538-100%$828.5K———
Composition Wealth, LLC
N/A—22,418-22,418-100%$824.1K———
AlTi Global, Inc.
N/A—22,275-22,275-100%$818.8K———
Atlanta Consulting Group Advisors, LLC
N/A—22,081-22,081-100%$811.7K———
Focus Partners Advisor Solutions, LLC
N/A—21,951-21,951-100%$806.9K———
Tradition Wealth Management, LLC
N/A—21,947-21,947-100%$806.8K———
Natixis Advisors, LLC
N/A—21,747-21,747-100%$799.0K———
Nwam LLC
N/A—21,402-21,402-100%$786.7K———
Hobbs Group Advisors, LLC
N/A—21,195-21,195-100%$779.1K———
Henson-Edgewater Management, LLC
N/A—21,183-21,183-100%$803.3K———
Charter Research & Investment Group, Inc.
N/A—21,160-21,160-100%$777.8K———
Advisors Capital Management, LLC
N/A—21,092-21,092-100%$775.4K———
HighPoint Advisor Group LLC
N/A—20,916-20,916-100%$768.9K———
Family Manage LLC
N/A—20,398-20,398-100%$749.8K———
Arete Wealth Advisors, LLC
N/A—20,039-20,039-100%$736.6K———
Granite Bay Wealth Management, LLC
N/A—19,626-19,626-100%$722.0K———
AQR Capital Management LLC
N/A—19,572-19,572-100%$719.5K———
Oder Investment Management, LLC
N/A—19,451-19,451-100%$715.0K———
PSI Advisors, LLC
N/A—19,403-19,403-100%$713.3K———
Aspen Grove Capital, LLC
N/A—19,175-19,175-100%$704.9K———
Savvy Advisors, Inc.
N/A—19,110-19,110-100%$702.5K———
Sittner & Nelson, LLC
N/A—18,721-18,721-100%$688.2K———
Modus Advisors, LLC
N/A—18,693-18,693-100%$687.2K———
Stratos Wealth Advisors, LLC
N/A—18,405-18,405-100%$676.6K———
Whittier Trust Co of Nevada Inc
N/A—18,160-18,160-100%$683.5K———
ST Germain D J Co Inc
N/A—17,909-17,909-100%$658.3K———
White Pine Capital LLC
N/A—17,563-17,563-100%$645.6K———
CFO4Life Group, LLC
N/A—17,560-17,560-100%$645.5K———
Performance Wealth Partners, LLC
N/A—17,538-17,538-100%$644.7K———
Pennington Partners & Co., LLC
N/A—17,386-17,386-100%$639.1K———
WJ Financial Advisors LLC
N/A—17,379-17,379-100%$638.8K———
Empirical Asset Management, LLC
N/A—17,003-17,003-100%$625.0K———
BSW Wealth Partners
N/A—16,889-16,889-100%$620.9K———
Yukon Wealth Management, Inc.
N/A—16,816-16,816-100%$618.2K———
Lazard Asset Management LLC
N/A—16,771-16,771-100%$616.5K———
Smartleaf Asset Management LLC
N/A—16,717-16,717-100%$612.9K———
Dearborn Partners LLC
N/A—16,546-16,546-100%$608.2K———
Fortis Capital Management LLC
N/A—16,430-16,430-100%$604.0K———
BBR Partners, LLC
N/A—16,363-16,363-100%$601.5K———
New Vernon Investment Management LLC
N/A—16,271-16,271-100%$598.1K———
SageGuard Financial Group, LLC
N/A—15,999-15,999-100%$588.1K———
Delta Asset Management LLC
N/A—15,762-15,762-100%$579.4K———
Barnes Pettey Financial Advisors, LLC
N/A—15,750-15,750-100%$579.0K———
Bluespring Wealth Management, LLC
N/A—15,644-15,644-100%$575.1K———
UBS Asset Management Americas LLC
N/A—15,458-15,458-100%$568.2K———
Principal Securities, Inc.
N/A—15,441-15,441-100%$567.6K———
Voya Financial Advisors, Inc.
N/A—15,386-15,386-100%$564.1K———
Evernest Financial Advisors, LLC
N/A—15,369-15,369-100%$565.0K———
Palumbo Wealth Management LLC
N/A—15,306-15,306-100%$562.6K———
Capstone Wealth Management, Inc.
N/A—15,300-15,300-100%$560.1K———
Port Capital LLC
N/A—15,250-15,250-100%$560.6K———
American Money Management, LLC
N/A—15,152-15,152-100%$557.0K———
AssuredPartners Investment Advisors, LLC
N/A—15,126-15,126-100%$556.0K———
Peak Planning Group, LLC
N/A—15,104-15,104-100%$555.2K———
Atalanta Sosnoff Capital, LLC
N/A—15,000-15,000-100%$551.4K———
Adalta Capital Management LLC
N/A—14,675-14,675-100%$539.5K———
Alteri Wealth LLC
N/A—14,635-14,635-100%$538.0K———
Ingalls & Snyder LLC
N/A—14,528-14,528-100%$534.0K———
Navellier & Associates Inc
N/A—14,470-14,470-100%$531.9K———
Magnolia Capital Advisors LLC
N/A—14,430-14,430-100%$530.4K———
Next Capital Management LLC
N/A—14,348-14,348-100%$527.4K———
FAS Wealth Partners, Inc.
N/A—14,236-14,236-100%$523.3K———
Howe & Rusling Inc
N/A—14,077-14,077-100%$517.5K———
Highlander Partners, L.P.
N/A—14,000-14,000-100%$514.6K———
Clark Capital Management Group, Inc.
N/A—13,898-13,898-100%$510.9K———
Sentinel Wealth Management, Inc.
N/A—13,864-13,864-100%$509.7K———
MidFirst Bank
N/A—13,850-13,850-100%$509.1K———
Morningstar Investment Management LLC
N/A—13,771-13,771-100%$521.1K———
Coastal Bridge Advisors, LLC
N/A—13,766-13,766-100%$506.1K———
Clare Market Investments LLC
N/A—13,722-13,722-100%$504.4K———
Cypress Capital Management LLC (WY)
N/A—13,702-13,702-100%$503.7K———
Envision Financial Transparency, LLC
N/A—13,684-13,684-100%$404.4K———
Thoroughbred Financial Services, LLC
N/A—13,672-13,672-100%$502.0K———
Beto Financial Group, LLC
N/A—13,552-13,552-100%$525.5K———
Kiley Juergens Wealth Management, LLC
N/A—13,402-13,402-100%$492.7K———
Sfmg, LLC
N/A—13,328-13,328-100%$489.9K———
Hyperion Capital Advisors LP
N/A—13,300-13,300-100%$488.9K———
Chase Investment Counsel Corp
N/A—13,148-13,148-100%$483.0K———
Whittier Trust Co
N/A—13,060-13,060-100%$476.3K———
HHM Wealth Advisors, LLC
N/A—12,951-12,951-100%$476.1K———
Kiker Wealth Management, LLC
N/A—12,866-12,866-100%$473.0K———
Coppell Advisory Solutions LLC
N/A—12,834-12,834-100%$7.5K———
RiverFront Investment Group, LLC
N/A—12,833-12,833-100%$471.7K———
Federation des caisses Desjardins du Quebec
N/A—12,445-12,445-100%$457.5K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—12,420-12,420-100%$456.6K———
Brookwood Investment Group LLC
N/A—12,414-12,414-100%$456.4K———
Estabrook Capital Management
N/A—12,390-12,390-100%$455.5K———
Strategic Wealth Partners, Ltd.
N/A—12,379-12,379-100%$455.1K———
Corsicana & Co.
N/A—12,355-12,355-100%$454.2K———
National Bank of Canada
N/A—12,334-12,334-100%$453.4K———
Arkos Global Advisors
N/A—12,310-12,310-100%$453.0K———
L2 Asset Management, LLC
N/A—12,047-12,047-100%$442.8K———
Black Swift Group, LLC
N/A—12,000-12,000-100%$441.1K———
Diamant Asset Management, Inc.
N/A—11,930-11,930-100%$438.5K———
Pure Financial Advisors, LLC
N/A—11,827-11,827-100%$434.8K———
Patron Partners, LLC
N/A—11,802-11,802-100%$433.9K———
Financial Gravity Companies, Inc.
N/A—11,732-11,732-100%$431.3K———
OneAscent Financial Services LLC
N/A—11,570-11,570-100%$425.3K———
AFT, Forsyth & Company, Inc.
N/A—11,545-11,545-100%$424.4K———
CNB Bank
N/A—11,500-11,500-100%$422.7K———
Coldstream Capital Management Inc
N/A—11,468-11,468-100%$421.6K———
Outlook Capital Management, LLC
N/A—10,832-10,832-100%$398.2K———
Royal Capital Wealth Management, LLC
N/A—10,606-10,606-100%$389.9K———
Clarity Financial LLC
N/A—10,473-10,473-100%$385.0K———
Flputnam Investment Management Co
N/A—10,466-10,466-100%$384.7K———
Western Wealth Management, LLC
N/A—10,442-10,442-100%$383.9K———
Novare Capital Management LLC
N/A—10,425-10,425-100%$383.2K———
First American Trust, FSB
N/A—10,209-10,209-100%$375.3K———
Wealth Advisors of Iowa, LLC
N/A—10,198-10,198-100%$374.9K———
Roundview Capital LLC
N/A—10,172-10,172-100%$373.9K———
Gotham Asset Management, LLC
N/A—10,033-10,033-100%$368.8K———
QRG Capital Management, Inc.
N/A—10,004-10,004-100%$367.7K———
Bessemer Group Inc
N/A—9,900-9,900-100%$364.0K———
RPg Family Wealth Advisory, LLC
N/A—9,863-9,863-100%$362.6K———
Holderness Investments Co
N/A—9,836-9,836-100%$361.6K———
WNY Asset Management, LLC
N/A—9,834-9,834-100%$361.5K———
Resolute Wealth Strategies, LLC
N/A—9,689-9,689-100%$356.2K———
Strategic Financial Concepts, LLC
N/A—9,617-9,617-100%$353.5K———
Naviter Wealth, LLC
N/A—9,612-9,612-100%$353.3K———
Summitry LLC
N/A—9,610-9,610-100%$353.3K———
Readystate Asset Management LP
N/A—9,591-9,591-100%$352.6K———
Insigneo Advisory Services, LLC
N/A—9,563-9,563-100%$351.5K———
Old North State Trust, LLC
N/A—9,511-9,511-100%$350.0K———
Founders Financial Alliance, LLC
N/A—9,503-9,503-100%$349.3K———
Sun Financial Inc
N/A—9,443-9,443-100%$358.7K———
Bay Rivers Group
N/A—9,395-9,395-100%$345.4K———
Omnia Family Wealth, LLC
N/A—9,384-9,384-100%$345.0K———
Tiaa Wealth Investment Management LLC
N/A—9,350-9,350-100%$343.7K———
Davis R M Inc
N/A—9,251-9,251-100%$340.1K———
WPWealth LLP
N/A—9,186-9,186-100%$337.7K———
Wealth Management Associates, Inc.
N/A—9,185-9,185-100%$337.6K———
Leigh Baldwin & Co., LLC
N/A—9,171-9,171-100%$337.1K———
Continuum Advisory, LLC
N/A—9,093-9,093-100%$334.3K———
Stock Yards Bank & Trust Co
N/A—9,088-9,088-100%$334.1K———
Wealth Advisors of Tampa Bay, LLC
N/A—9,050-9,050-100%$332.7K———
Invictus Private Wealth, LLC
N/A—9,000-9,000-100%$330.8K———
Spinnaker Trust
N/A—8,920-8,920-100%$327.9K———
CVA Family Office, LLC
N/A—8,906-8,906-100%$327.4K———
Lbmc Investment Advisors, LLC
N/A—8,888-8,888-100%$326.7K———
Goepper Burkhardt LLC
N/A—8,850-8,850-100%$325.3K———
Disciplined Investments, LLC
N/A—8,848-8,848-100%$325.3K———
Ascension Capital Advisors, Inc.
N/A—8,841-8,841-100%$325.0K———
Alan B Lancz & Associates, Inc.
N/A—8,833-8,833-100%$324.7K———
Proficio Capital Partners LLC
N/A—8,820-8,820-100%$324.2K———
GWN Securities Inc.
N/A—8,770-8,770-100%$322.4K———
Allied Private Wealth LLC
N/A—8,754-8,754-100%$330.9K———
Intellectus Partners, LLC
N/A—8,750-8,750-100%$321.7K———
Cardiff Park Advisors, LLC
N/A—8,628-8,628-100%$317.2K———
Phillips Wealth Planners LLC
N/A—8,605-8,605-100%$323.9K———
Mairs & Power Inc
N/A—8,600-8,600-100%$316.1K———
L & S Advisors Inc
N/A—8,590-8,590-100%$315.8K———
Smithfield Trust Co
N/A—8,570-8,570-100%$276.0K———
SouthState Bank Corp
N/A—8,509-8,509-100%$312.8K———
GatePass Capital, LLC
N/A—8,500-8,500-100%$312.5K———
Octavia Wealth Advisors, LLC
N/A—8,499-8,499-100%$312.4K———
Satovsky Asset Management LLC
N/A—8,458-8,458-100%$310.9K———
Chancellor Financial Group WB LP
N/A—8,445-8,445-100%$310.4K———
Hudson Value Partners, LLC
N/A—8,203-8,203-100%$301.5K———
NorthCoast Asset Management LLC
N/A—8,166-8,166-100%$300.2K———
Conservest Capital Advisors, Inc.
N/A—8,102-8,102-100%$297.8K———
Eight 31 Financial, LLC
N/A—8,059-8,059-100%$296.2K———
Lumbard & Kellner, LLC
N/A—7,750-7,750-100%$284.9K———
Caldwell Sutter Capital, Inc.
N/A—7,710-7,710-100%$283.4K———
Mainstay Capital Management LLC
N/A—7,681-7,681-100%$282.3K———
Tanglewood Legacy Advisors, LLC
N/A—7,650-7,650-100%$281.2K———
Wealth Alliance, LLC
N/A—7,629-7,629-100%$280.5K———
FSB Premier Wealth Management, Inc.
N/A—7,566-7,566-100%$278.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—7,513-7,513-100%$276.2K———
Hemenway Trust Co LLC
N/A—7,500-7,500-100%$275.7K———
Oxford Financial Group, Ltd. LLC
N/A—7,480-7,480-100%$275.0K———
Wescott Financial Advisory Group, LLC
N/A—7,372-7,372-100%$271.0K———
Fortis Advisors, LLC
N/A—7,262-7,262-100%$267.0K———
Calydon Capital
N/A—7,246-7,246-100%$266.4K———
Valtrion Capital Management, LLC
N/A—7,016-7,016-100%$257.9K———
Everstar Asset Management, LLC
N/A—7,000-7,000-100%$257.3K———
Sterneck Capital Management, LLC
N/A—7,000-7,000-100%$257.3K———
Second Line Capital, LLC
N/A—6,983-6,983-100%$256.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—6,900-6,900-100%$253.6K———
Kore Advisors LP
N/A—6,800-6,800-100%$250.0K———
Aventura Private Wealth, LLC
N/A—6,756-6,756-100%$248.4K———
Berger Financial Group, Inc
N/A—6,688-6,688-100%$245.8K———
SOA Wealth Advisors, Llc.
N/A—6,611-6,611-100%$243.0K———
Southeast Asset Advisors, LLC
N/A—6,557-6,557-100%$241.0K———
Z3 Capital Partners, LLC
N/A—6,501-6,501-100%$239.0K———
Tiaa Trust, National Association
N/A—6,500-6,500-100%$238.9K———
FreeGulliver LLC
N/A—6,477-6,477-100%$238.1K———
Jackson Thornton Wealth Management, LLC
N/A—6,430-6,430-100%$236.4K———
Burnham & Co LLC
N/A—6,400-6,400-100%$235.3K———
LM Advisors LLC
N/A—6,355-6,355-100%$234.0K———
Bridgewealth Advisory Group, LLC
N/A—6,324-6,324-100%$232.5K———
Legacy Wealth Advisors, LLC
N/A—6,312-6,312-100%$232.0K———
Private Harbour Investment Management & Counsel, LLC
N/A—6,300-6,300-100%$231.6K———
Squarepoint Ops LLC
N/A—6,300-6,300-100%$231.6K———
Cloud Capital Management, LLC
N/A—6,275-6,275-100%$230.0K———
Stonebridge Financial Group, LLC
N/A—6,176-6,176-100%$227.0K———
Symphony Financial Services, Inc.
N/A—6,174-6,174-100%$226.9K———
Taylor Hoffman Capital Management LLC
N/A—6,075-6,075-100%$223.3K———
Kapstone Financial Advisors LLC
N/A—6,060-6,060-100%$222.8K———
Members Trust Co
N/A—6,049-6,049-100%$222.4K———
Tevis Investment Management
N/A—6,000-6,000-100%$220.6K———
Blue Edge Capital, LLC
N/A—6,000-6,000-100%$220.6K———
Intrinsic Value Partners, LLC
N/A—6,000-6,000-100%$220.6K———
Glassy Mountain Advisors, Inc.
N/A—6,000-6,000-100%$220.6K———
J Hagan Capital, Inc.
N/A—5,930-5,930-100%$218.0K———
Brooks, Moore & Associates, Inc.
N/A—5,900-5,900-100%$216.9K———
Lansing Street Advisors
N/A—5,794-5,794-100%$213.0K———
Kintra Wealth, LLC
N/A—5,773-5,773-100%$219.5K———
Perennial Investment Advisors, LLC
N/A—5,766-5,766-100%$212.0K———
Horizon Investment Services, LLC
N/A—5,683-5,683-100%$208.9K———
Stonebridge Financial Group, LLC / MO
N/A—5,673-5,673-100%$208.5K———
Daybright Advisory Services, Inc.
N/A—5,590-5,590-100%$212.7K———
SHP Wealth Management
N/A—5,546-5,546-100%$203.9K———
Lafayette Investments, Inc.
N/A—5,500-5,500-100%$202.2K———
Sollinda Capital Management LLC
N/A—5,461-5,461-100%$200.7K———
Van Hulzen Asset Management, LLC
N/A—5,460-5,460-100%$200.7K———
Zuckerman Investment Group, LLC
N/A—5,446-5,446-100%$200.2K———
JT Stratford LLC
N/A—5,442-5,442-100%$200.0K———
Medallion Wealth Advisors, LLC
N/A—5,322-5,322-100%$195.6K———
Logan Capital Management Inc
N/A—5,057-5,057-100%$185.9K———
Nova Wealth Management, Inc.
N/A—5,017-5,017-100%$184.4K———
Silver OAK Securities, Incorporated
N/A—4,912-4,912-100%$180.6K———
Private Wealth Asset Management, LLC
N/A—4,366-4,366-100%$160.5K———
CoreFirst Bank & Trust
N/A—4,320-4,320-100%$158.8K———
Keating Financial Advisory Services, Inc.
N/A—4,198-4,198-100%$154.3K———
South Plains Financial, Inc.
N/A—4,175-4,175-100%$153.4K———
Parvin Asset Management, LLC
N/A—4,050-4,050-100%$148.9K———
PlanVest Financial, Inc
N/A—3,936-3,936-100%$144.7K———
Avalon Trust Co
N/A—3,900-3,900-100%$143.4K———
Ameriflex Group, Inc.
N/A—3,806-3,806-100%$139.9K———
Credit Industriel ET Commercial
N/A—3,805-3,805-100%$139.9K———
Motco
N/A—3,558-3,558-100%$130.8K———
Fourth Dimension Wealth, LLC
N/A—3,534-3,534-100%$129.9K———
Atlantic Private Wealth, LLC
N/A—3,500-3,500-100%$128.7K———
Proffitt & Goodson Inc
N/A—3,314-3,314-100%$121.8K———
Operose Advisors LLC
N/A—3,300-3,300-100%$121.3K———
Timbuktu Capital Management, LLC
N/A—3,214-3,214-100%$118.1K———
Beaird Harris Wealth Management, LLC
N/A—2,982-2,982-100%$109.6K———
Centaurus Financial, Inc.
N/A—2,981-2,981-100%$110.0K———
Alerus Financial NA
N/A—2,600-2,600-100%$95.6K———
Pingora Partners LLC
N/A—2,500-2,500-100%$91.9K———
Godfrey Financial Associates, Inc.
N/A—2,414-2,414-100%$88.7K———
Cheviot Value Management, LLC
N/A—2,250-2,250-100%$82.7K———
Fiduciary Financial Advisors
N/A—2,016-2,016-100%$74.1K———
Security National Bank of Sioux City Iowa
N/A—1,811-1,811-100%$66.6K———
Steigerwald, Gordon & Koch Inc.
N/A—1,734-1,734-100%$63.7K———
Hantz Financial Services, Inc.
N/A—1,581-1,581-100%$58.0K———
Walsh & Associates, LLC
N/A—1,536-1,536-100%$56.5K———
Johnson Financial Group, Inc.
N/A—1,513-1,513-100%$55.6K———
Colonial Trust Advisors
N/A—1,390-1,390-100%$51.1K———
Truvestments Capital LLC
N/A—1,325-1,325-100%$48.7K———
BOK Financial Private Wealth, Inc.
N/A—1,310-1,310-100%$48.2K———
Meramec Financial Planners, LLC
N/A—1,224-1,224-100%$46.7K———
Chelsea Counsel Co
N/A—1,200-1,200-100%$44.1K———
Vision Retirement, LLC
N/A—1,195-1,195-100%$43.9K———
GW&K Investment Management, LLC
N/A—1,133-1,133-100%$42.0K———
Copia Wealth Management
N/A—1,109-1,109-100%$40.8K———
Bravera Wealth
N/A—1,035-1,035-100%$38.0K———
N.E.W. Advisory Services LLC
N/A—1,001-1,001-100%$36.8K———
Tidemark, LLC
N/A—995-995-100%$36.6K———
Crews Bank & Trust
N/A—900-900-100%$33.1K———
Colonial Trust Co / SC
N/A—797-797-100%$29.3K———
Quantum Portfolio Management LLC
N/A—750-750-100%$27.6K———
VSM Wealth Advisory, LLC
N/A—733-733-100%$26.9K———
Anchor Bay Capital, Inc.
N/A—656-656-100%$24.9K———
Mark Sheptoff Financial Planning, LLC
N/A—620-620-100%$22.8K———
Osbon Capital Management LLC
N/A—614-614-100%$22.6K———
Chesapeake Asset Management LLC
N/A—600-600-100%$22.1K———
Dogwood Wealth Management LLC
N/A—595-595-100%$21.9K———
Basepoint Wealth LLC
N/A—532-532-100%$19.6K———
Napier Financial, LLC
N/A—522-522-100%$19.2K———
Frazier Financial Advisors, LLC
N/A—509-509-100%$18.7K———
TD Capital Management LLC
N/A—507-507-100%$18.6K———
Sachetta, LLC
N/A—500-500-100%$18.4K———
Glen Eagle Advisors, LLC
N/A—476-476-100%$17.5K———
Timmons Wealth Management, LLC
N/A—464-464-100%$17.0K———
Front Row Advisors LLC
N/A—435-435-100%$16.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—423-423-100%$15.5K———
Manning & Napier Advisors LLC
N/A—351-351-100%$12.9K———
USA Financial Formulas
N/A—330-330-100%$12.1K———
Nalls Sherbakoff Group, LLC
N/A—325-325-100%$11.9K———
Game Plan Financial Advisors, LLC
N/A—250-250-100%$9.2K———
Swan Capital LLC
N/A—202-202-100%$7.4K———
Highland Investment Advisors LLC
N/A—200-200-100%$7.4K———
Penserra Capital Management LLC
N/A—132-132-100%$4———
Investment Counsel Co of Nevada
N/A—131-131-100%$4.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—97-97-100%$3.6K———
Westend Capital Management, LLC
N/A—75-75-100%$2.8K———
JPL Wealth Management, LLC
N/A—50-50-100%$1.8K———
Caitlin John, LLC
N/A—36-36-100%$1.3K———
Mpwm Advisory Solutions, LLC
N/A—20-20-100%$735———
Roble, Belko & Company, Inc
N/A—19-19-100%$1———
Vanguard National Trust Co
N/A—2-2-100%$74———
Showing 1645 of 1645 institutions