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Meta Platforms Inc (META)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares13,752,509 from 13,833,621
Change-81,112 (-1%)
Value$10.0B (+$2.2B)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares11,944,788 from 11,289,886
Change+654,902 (+6%)
Value$8.7B (+$2.3B)
Filed 2026-11-04
Sanders Capital, LLC
DECREASED
Shares10,798,688 from 10,823,070
Change-24,382 (0%)
Value$7.8B (+$1.7B)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares6,933,416 from 6,575,572
Change+357,844 (+5%)
Value$5.0B (+$1.3B)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares5,882,846 from 5,539,703
Change+343,143 (+6%)
Value$4.3B (+$1.1B)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares5,194,923 from 5,153,161
Change+41,762 (+1%)
Value$3.8B (+$864.5M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares4,015,016 from 4,066,508
Change-51,492 (-1%)
Value$2.9B (+$621.0M)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares3,982,754 from 4,618,360
Change-635,606 (-14%)
Value$2.9B (+$286.7M)
Filed 2026-11-04
Swedbank AB
INCREASED
Shares3,509,038 from 2,830,596
Change+678,442 (+24%)
Value$2.5B (+$950.2M)
Filed 2026-10-27
DekaBank Deutsche Girozentrale
INCREASED
Shares2,689,848 from 2,284,020
Change+405,828 (+18%)
Value$2.0M (+$684.2K)
Filed 2026-10-27
Daiwa Securities Group Inc.
INCREASED
Shares2,586,191 from 2,086,013
Change+500,178 (+24%)
Value$1.9B (+$700.4M)
Filed 2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares2,283,132 from 2,154,711
Change+128,421 (+6%)
Value$1.7B (+$447.8M)
Filed 2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED
Shares1,844,944 from 1,622,134
Change+222,810 (+14%)
Value$1.3B (+$424.2M)
Filed 2026-10-20
New York State Teachers Retirement System
DECREASED
Shares1,640,672 from 1,699,409
Change-58,737 (-3%)
Value$1.2B (+$232.5M)
Filed 2026-10-22
KBC Group NV
DECREASED
Shares1,602,876 from 1,622,009
Change-19,133 (-1%)
Value$1.2B (+$248.7M)
Filed 2026-10-22
MacKenzie Financial Corp
INCREASED
Shares1,591,067 from 1,553,601
Change+37,466 (+2%)
Value$1.2B (+$278.7M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,544,621 from 1,401,052
Change+143,569 (+10%)
Value$1.1B (+$330.9M)
Filed 2026-11-03
Pictet Asset Management Holding SA
INCREASED
Shares1,536,844 from 1,357,773
Change+179,071 (+13%)
Value$1.1B (+$349.7M)
Filed 2026-11-03
ProShare Advisors LLC
INCREASED
Shares1,385,243 from 1,340,186
Change+45,057 (+3%)
Value$1.0B (+$249.6M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares1,373,426 from 1,381,811
Change-8,385 (-1%)
Value$996.0M (+$217.6M)
Filed 2026-11-06
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares1,317,765 from 1,315,407
Change+2,358 (+0%)
Value$955.6M (+$214.7M)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares1,291,961 from 1,333,275
Change-41,314 (-3%)
Value$936.9M (+$185.9M)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares1,151,451 from 1,143,343
Change+8,108 (+1%)
Value$835.0M (+$191.0M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares1,129,960 from 1,000,247
Change+129,713 (+13%)
Value$819.4M (+$256.0M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares1,112,656 from 1,022,780
Change+89,876 (+9%)
Value$806.9M (+$230.8M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares1,101,341 from 1,105,358
Change-4,017 (0%)
Value$798.7M (+$176.0M)
Filed 2026-11-05
Alecta Tjanstepension Omsesidigt
DECREASED
Shares1,088,000 from 1,090,500
Change-2,500 (0%)
Value$789.2M (+$175.4M)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares1,078,553 from 1,073,040
Change+5,513 (+1%)
Value$782.1M (+$177.7M)
Filed 2026-10-27
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares1,033,352 from 835,826
Change+197,526 (+24%)
Value$749.4M (+$278.5M)
Filed 2026-11-02
Ninety One UK Ltd
INCREASED
Shares1,006,492 from 514,965
Change+491,527 (+95%)
Value$729.9M (+$439.8M)
Filed 2026-10-15
Eurizon Capital SGR S.p.A.
DECREASED
Shares1,000,690 from 1,097,304
Change-96,614 (-9%)
Value$728.7M (+$110.6M)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares978,625 from 981,816
Change-3,191 (0%)
Value$709.7M (+$156.6M)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares957,700 from 904,882
Change+52,818 (+6%)
Value$694.5M (+$184.8M)
Filed 2026-10-30
Assenagon Asset Management S.A.
DECREASED
Shares953,381 from 1,110,097
Change-156,716 (-14%)
Value$691.4M (+$66.1M)
Filed 2026-10-15
Fort Washington Investment Advisors Inc
INCREASED
Shares938,148 from 930,966
Change+7,182 (+1%)
Value$680.3M (+$155.9M)
Filed 2026-10-15
Parnassus Investments, LLC
INCREASED
Shares936,246 from 9,681
Change+926,565 (+9571%)
Value$678.9M (+$673.5M)
Filed 2026-10-22
Natixis
DECREASED
Shares904,981 from 1,513,748
Change-608,767 (-40%)
Value$656.3M (-$196.4M)
Filed 2026-11-06
CIBC Asset Management Inc
INCREASED
Shares870,530 from 834,297
Change+36,233 (+4%)
Value$631.2M (+$161.2M)
Filed 2026-11-05
SEB Asset Management AB
INCREASED
Shares816,396 from 713,825
Change+102,571 (+14%)
Value$592.0M (+$189.9M)
Filed 2026-11-04
Flossbach VON Storch SE
INCREASED
Shares815,848 from 377,436
Change+438,412 (+116%)
Value$591.6M (+$379.0M)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares800,777 from 800,288
Change+489 (+0%)
Value$581.3M (+$90.8M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares773,009 from 374,203
Change+398,806 (+107%)
Value$511.3M (+$293.0M)
Filed 2026-10-13
Swiss Life Asset Management Ltd
DECREASED
Shares768,800 from 833,848
Change-65,048 (-8%)
Value$557.5M (+$87.8M)
Filed 2026-11-03
Retirement Systems of Alabama
DECREASED
Shares758,939 from 777,021
Change-18,082 (-2%)
Value$550.4M (+$112.7M)
Filed 2026-11-04
Calamos Advisors LLC
INCREASED
Shares746,235 from 657,623
Change+88,612 (+13%)
Value$541.2M (+$170.7M)
Filed 2026-11-02
State of Michigan Retirement System
DECREASED
Shares732,004 from 762,054
Change-30,050 (-4%)
Value$530.8M (+$101.6M)
Filed 2026-10-27
UniSuper Management Pty Ltd
INCREASED
Shares713,116 from 689,013
Change+24,103 (+4%)
Value$517.1M (+$129.0M)
Filed 2026-10-26
State of New Jersey Common Pension Fund D
DECREASED
Shares709,489 from 710,344
Change-855 (0%)
Value$514.5M (+$114.4M)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares706,842 from 747,574
Change-40,732 (-5%)
Value$512.6M (+$91.5M)
Filed 2026-10-30
Exchange Traded Concepts, LLC
INCREASED
Shares690,274 from 552,187
Change+138,087 (+25%)
Value$500.6M (+$189.5M)
Filed 2026-10-28
M&G Plc
DECREASED
Shares680,240 from 869,789
Change-189,549 (-22%)
Value$493.2M (+$3.5M)
Filed 2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares659,159 from 699,247
Change-40,088 (-6%)
Value$478.0M (+$84.1M)
Filed 2026-10-15
Allen Investment Management, LLC
INCREASED
Shares655,212 from 606,318
Change+48,894 (+8%)
Value$475.1M (+$133.6M)
Filed 2026-11-03
Czech National Bank
INCREASED
Shares633,587 from 625,079
Change+8,508 (+1%)
Value$459.5M (+$107.4M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares616,635 from 609,361
Change+7,274 (+1%)
Value$447.2M (+$103.9M)
Filed 2026-11-03
Xponance LLC
INCREASED
Shares608,190 from 587,820
Change+20,370 (+3%)
Value$441.0M (+$109.9M)
Filed 2026-11-03
Sustainable Growth Advisers, LP
DECREASED
Shares564,072 from 611,981
Change-47,909 (-8%)
Value$409.1M (+$64.3M)
Filed 2026-10-15
Nykredit A/S
INCREASED
Shares547,500 from 522,217
Change+25,283 (+5%)
Value$397.0M (+$102.9M)
Filed 2026-11-06
Nisa Investment Advisors, LLC
DECREASED
Shares541,319 from 558,210
Change-16,891 (-3%)
Value$392.6M (+$78.1M)
Filed 2026-10-20
Gateway Investment Advisers LLC
INCREASED
Shares526,583 from 525,071
Change+1,512 (+0%)
Value$381.9M (+$86.1M)
Filed 2026-10-13
AMF Tjanstepension AB
DECREASED
Shares519,222 from 520,699
Change-1,477 (0%)
Value$376.5M (+$83.2M)
Filed 2026-10-22
IFM Investors Pty Ltd
INCREASED
Shares510,027 from 494,964
Change+15,063 (+3%)
Value$369.9M (+$91.1M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares491,058 from 512,963
Change-21,905 (-4%)
Value$356.1M (+$67.2M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares489,675 from 466,932
Change+22,743 (+5%)
Value$355.8M (+$69.4M)
Filed 2026-10-16
Rakuten Investment Management, Inc.
INCREASED
Shares489,194 from 442,233
Change+46,961 (+11%)
Value$361.4M (+$112.6M)
Filed 2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares487,188 from 485,047
Change+2,141 (+0%)
Value$353.3M (+$80.1M)
Filed 2026-11-03
Hyperion Asset Management Ltd
INCREASED
Shares475,646 from 474,893
Change+753 (+0%)
Value$344.9M (+$77.4M)
Filed 2026-10-20
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares465,503 from 450,038
Change+15,465 (+3%)
Value$336.6M (+$83.9M)
Filed 2026-10-22
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares446,930 from 434,801
Change+12,129 (+3%)
Value$324.1M (+$79.2M)
Filed 2026-10-30
Meitav Investment House LTD
DECREASED
Shares442,547 from 486,597
Change-44,050 (-9%)
Value$321.2M (+$47.1M)
Filed 2026-10-28
Amalgamated Bank
DECREASED
Shares424,487 from 432,950
Change-8,463 (-2%)
Value$307.8M (+$64.0M)
Filed 2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares420,531 from 434,173
Change-13,642 (-3%)
Value$305.0M (+$60.4M)
Filed 2026-10-19
AGF Management LTD
INCREASED
Shares416,337 from 375,407
Change+40,930 (+11%)
Value$301.9M (+$90.5M)
Filed 2026-11-03
Candriam S.C.A.
INCREASED
Shares403,580 from 270,724
Change+132,856 (+49%)
Value$293.7M (+$141.4M)
Filed 2026-11-03
iA Global Asset Management Inc.
INCREASED
Shares397,112 from 288,215
Change+108,897 (+38%)
Value$288.0M (+$125.6M)
Filed 2026-10-29
Banque Pictet & CIE SA
INCREASED
Shares380,037 from 343,904
Change+36,133 (+11%)
Value$275.6M (+$81.9M)
Filed 2026-10-16
Virginia Retirement Systems ET Al
DECREASED
Shares379,734 from 417,494
Change-37,760 (-9%)
Value$275.4M (+$40.2M)
Filed 2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares364,682 from 361,497
Change+3,185 (+1%)
Value$264.5M (+$60.8M)
Filed 2026-10-20
OP Asset Management Ltd
INCREASED
Shares362,461 from 252,533
Change+109,928 (+44%)
Value$262.8M (+$120.6M)
Filed 2026-11-05
Achmea Investment Management B.V.
INCREASED
Shares358,748 from 260,508
Change+98,240 (+38%)
Value$260.4M (+$113.6M)
Filed 2026-10-30
SP Asset Management LLC
INCREASED
Shares346,418 from 340,350
Change+6,068 (+2%)
Value$251.2M (+$59.5M)
Filed 2026-11-05
Locust Wood Capital Advisers, LLC
INCREASED
Shares338,514 from 285,026
Change+53,488 (+19%)
Value$245.5M (+$84.9M)
Filed 2026-11-03
GF Fund Management Co. Ltd.
INCREASED
Shares336,881 from 230,625
Change+106,256 (+46%)
Value$244.3M (+$114.4M)
Filed 2026-10-26
New York Life Investment Management LLC
INCREASED
Shares335,132 from 330,926
Change+4,206 (+1%)
Value$243.0M (+$56.6M)
Filed 2026-11-04
Compagnie Lombard Odier SCmA
INCREASED
Shares325,308 from 319,514
Change+5,794 (+2%)
Value$235.9M (+$55.9M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares323,719 from 342,242
Change-18,523 (-5%)
Value$234.8M (+$42.0M)
Filed 2026-11-02
Maj Invest Holding A/S
INCREASED
Shares321,233 from 302,931
Change+18,302 (+6%)
Value$233.0M (+$232.8M)
Filed 2026-10-27
Union Bancaire Privee, UBP SA
INCREASED
Shares309,576 from 286,906
Change+22,670 (+8%)
Value$234.2M (+$69.5M)
Filed 2026-11-04
Lazard Freres Gestion S.A.S.
INCREASED
Shares308,061 from 292,388
Change+15,673 (+5%)
Value$223.4M (+$58.7M)
Filed 2026-11-03
Montrusco Bolton Investments Inc.
DECREASED
Shares294,862 from 334,610
Change-39,748 (-12%)
Value$213.8M (+$25.3M)
Filed 2026-10-13
Quilter Plc
INCREASED
Shares290,000 from 276,153
Change+13,847 (+5%)
Value$210.3M (+$54.7M)
Filed 2026-10-21
Yarbrough Capital, LLC
UNCHANGED
Shares283,838 from 283,838
Change0 (0%)
Value$205.8M (+$46.0M)
Filed 2026-10-19
Congress Asset Management Co
DECREASED
Shares280,895 from 292,203
Change-11,308 (-4%)
Value$203.7M (+$39.1M)
Filed 2026-10-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares277,550 from 274,239
Change+3,311 (+1%)
Value$201.3M (+$46.8M)
Filed 2026-10-23
ABN Amro Investment Solutions
INCREASED
Shares277,370 from 179,145
Change+98,225 (+55%)
Value$201.1M (+$100.2M)
Filed 2026-10-21
Aegon Asset Management UK PLC
DECREASED
Shares276,363 from 283,604
Change-7,241 (-3%)
Value$200.4M (+$40.7M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares272,204 from 244,084
Change+28,120 (+12%)
Value$197.4M (+$59.9M)
Filed 2026-11-02
Oregon Public Employees Retirement Fund
INCREASED
Shares271,120 from 270,039
Change+1,081 (+0%)
Value$196.6M (+$44.5M)
Filed 2026-10-30
Chicago Capital, LLC
DECREASED
Shares268,712 from 275,618
Change-6,906 (-3%)
Value$194.9M (+$39.6M)
Filed 2026-10-13
State of Alaska, Department of Revenue
DECREASED
Shares265,945 from 272,235
Change-6,290 (-2%)
Value$192.9M (+$39.5M)
Filed 2026-10-15
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares259,457 from 261,097
Change-1,640 (-1%)
Value$188.2M (+$41.1M)
Filed 2026-10-30
Factory Mutual Insurance Co
DECREASED
Shares257,231 from 283,991
Change-26,760 (-9%)
Value$186.5M (+$26.6M)
Filed 2026-10-30
Sarasin & Partners LLP
DECREASED
Shares256,582 from 334,128
Change-77,546 (-23%)
Value$186.1M (-$2.1M)
Filed 2026-10-13
Temasek Holdings (Private) Ltd
DECREASED
Shares255,084 from 297,018
Change-41,934 (-14%)
Value$185.0M (+$17.7M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares250,995 from 249,275
Change+1,720 (+1%)
Value$181.7M (+$41.3M)
Filed 2026-11-04
Antipodes Partners Ltd
INCREASED
Shares245,897 from 181,943
Change+63,954 (+35%)
Value$178.3M (+$75.8M)
Filed 2026-11-05
ASR Vermogensbeheer N.V.
INCREASED
Shares241,534 from 229,733
Change+11,801 (+5%)
Value$175.2M (+$45.8M)
Filed 2026-10-16
Cardano Risk Management B.V.
NEW
Shares234,024
Change+234,024
Value$169.7M
Filed 2026-10-20
LBP AM SA
DECREASED
Shares233,215 from 260,037
Change-26,822 (-10%)
Value$169.1M (+$22.6M)
Filed 2026-11-06
Pacific Heights Asset Management LLC
UNCHANGED
Shares230,000 from 230,000
Change0 (0%)
Value$166.8M (+$37.2M)
Filed 2026-11-03
Mutual of America Capital Management LLC
DECREASED
Shares227,270 from 228,008
Change-738 (0%)
Value$164.8M (+$36.4M)
Filed 2026-10-23
Pinnacle Associates LTD
INCREASED
Shares224,133 from 203,836
Change+20,297 (+10%)
Value$162.5M (+$47.7M)
Filed 2026-10-20
Yousif Capital Management, LLC
INCREASED
Shares223,537 from 222,514
Change+1,023 (+0%)
Value$162.1M (+$36.8M)
Filed 2026-10-22
Border to Coast Pensions Partnership Ltd
INCREASED
Shares215,955 from 195,999
Change+19,956 (+10%)
Value$156.4M (+$46.1M)
Filed 2026-10-09
Bank Pictet & Cie (Europe) AG
INCREASED
Shares215,902 from 200,252
Change+15,650 (+8%)
Value$156.6M (+$43.8M)
Filed 2026-10-20
Zevenbergen Capital Investments LLC
DECREASED
Shares210,063 from 220,423
Change-10,360 (-5%)
Value$152.3M (+$28.2M)
Filed 2026-10-08
Glenview Trust Co
INCREASED
Shares210,049 from 207,453
Change+2,596 (+1%)
Value$152.3M (+$35.5M)
Filed 2026-10-28
Markel Group Inc.
DECREASED
Shares209,163 from 234,163
Change-25,000 (-11%)
Value$151.7M (+$19.8M)
Filed 2026-10-30
Midwest Trust Co
INCREASED
Shares206,830 from 170,676
Change+36,154 (+21%)
Value$150.0M (+$53.8M)
Filed 2026-10-22
Cullen T Bankers, Inc.
DECREASED
Shares203,240 from 205,270
Change-2,030 (-1%)
Value$147.4M (+$31.8M)
Filed 2026-10-28
Coronation Fund Managers Ltd.
INCREASED
Shares202,207 from 145,195
Change+57,012 (+39%)
Value$146.6M (+$64.8M)
Filed 2026-10-27
Beau Ventures, LLc
DECREASED
Shares200,051 from 200,068
Change-17 (0%)
Value$145.1M (+$32.4M)
Filed 2026-10-14
AIA Group Ltd
DECREASED
Shares199,936 from 234,564
Change-34,628 (-15%)
Value$145.0M (+$12.9M)
Filed 2026-10-30
Davenport & Co LLC
DECREASED
Shares197,179 from 245,171
Change-47,992 (-20%)
Value$143.5M (+$5.4M)
Filed 2026-10-14
Egerton Capital (UK) LLP
NEW
Shares192,860
Change+192,860
Value$139.9M
Filed 2026-10-20
Artemis Investment Management LLP
INCREASED
Shares192,252 from 44,755
Change+147,497 (+330%)
Value$139.4M (+$114.2M)
Filed 2026-10-08
Avanza Fonder AB
INCREASED
Shares191,939 from 170,822
Change+21,117 (+12%)
Value$139.2M (+$43.0M)
Filed 2026-10-13
Illinois Municipal Retirement Fund
DECREASED
Shares191,540 from 193,542
Change-2,002 (-1%)
Value$138.9M (+$29.9M)
Filed 2026-11-05
Generate Investment Management Ltd
INCREASED
Shares183,126 from 168,824
Change+14,302 (+8%)
Value$132.8M (+$37.7M)
Filed 2026-10-14
King Luther Capital Management Corp
DECREASED
Shares182,841 from 195,313
Change-12,472 (-6%)
Value$132.6M (+$22.6M)
Filed 2026-11-05
Ethic Inc.
INCREASED
Shares180,043 from 169,248
Change+10,795 (+6%)
Value$130.6M (+$35.2M)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares177,387 from 190,695
Change-13,308 (-7%)
Value$128.6M (+$21.2M)
Filed 2026-10-26
Louisiana State Employees Retirement System
DECREASED
Shares176,300 from 181,200
Change-4,900 (-3%)
Value$127.8M (+$25.8M)
Filed 2026-10-20
Bahl & Gaynor LLC
INCREASED
Shares175,233 from 160,145
Change+15,088 (+9%)
Value$127.1M (+$36.9M)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares172,958 from 170,182
Change+2,776 (+2%)
Value$125.4M (+$29.6M)
Filed 2026-11-04
Gulf International Bank (UK) Ltd
INCREASED
Shares170,921 from 169,921
Change+1,000 (+1%)
Value$123.9M (+$28.2M)
Filed 2026-10-20
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares161,022 from 155,990
Change+5,032 (+3%)
Value$116.8M (+$28.9M)
Filed 2026-11-06
Salem Investment Counselors Inc
DECREASED
Shares157,498 from 158,362
Change-864 (-1%)
Value$114.2M (+$25.0M)
Filed 2026-10-13
Citizens Financial Group Inc
DECREASED
Shares157,286 from 158,845
Change-1,559 (-1%)
Value$114.1M (+$24.6M)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares157,064 from 136,631
Change+20,433 (+15%)
Value$113.9M (+$36.9M)
Filed 2026-10-16
Vest Financial, LLC
INCREASED
Shares156,707 from 134,748
Change+21,959 (+16%)
Value$113.6M (+$37.7M)
Filed 2026-10-21
Savant Capital, LLC
INCREASED
Shares153,544 from 128,719
Change+24,825 (+19%)
Value$111.3M (+$37.4M)
Filed 2026-11-06
Fisher Funds Management LTD
DECREASED
Shares153,287 from 179,034
Change-25,747 (-14%)
Value$111.2M (+$10.3M)
Filed 2026-10-13
Country Trust Bank
DECREASED
Shares152,835 from 183,827
Change-30,992 (-17%)
Value$110.8M (+$7.3M)
Filed 2026-10-30
Eastern Bank
INCREASED
Shares151,949 from 143,920
Change+8,029 (+6%)
Value$110.2M (+$29.1M)
Filed 2026-10-05
Waters Parkerson & Co., LLC
INCREASED
Shares151,827 from 151,331
Change+496 (+0%)
Value$110.1M (+$24.9M)
Filed 2026-11-04
BSN Capital Partners Ltd
NEW
Shares150,000
Change+150,000
Value$111.6M
Filed 2026-10-23
Welch & Forbes LLC
INCREASED
Shares148,779 from 148,710
Change+69 (+0%)
Value$107.9M (+$24.1M)
Filed 2026-11-04
Axxion S.A.
DECREASED
Shares144,127 from 149,642
Change-5,515 (-4%)
Value$105.1M (+$31.2M)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares142,371 from 108,485
Change+33,886 (+31%)
Value$103.2M (+$42.1M)
Filed 2026-10-29
Motley Fool Asset Management LLC
INCREASED
Shares140,420 from 87,714
Change+52,706 (+60%)
Value$101.8M (+$52.4M)
Filed 2026-10-27
Carnegie Investment Counsel
DECREASED
Shares140,366 from 142,799
Change-2,433 (-2%)
Value$99.0M (+$20.8M)
Filed 2026-10-20
Global X Japan Co., Ltd.
DECREASED
Shares139,094 from 146,502
Change-7,408 (-5%)
Value$100.9M (+$18.3M)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares139,065 from 122,388
Change+16,677 (+14%)
Value$100.8M (+$31.9M)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares138,002 from 142,856
Change-4,854 (-3%)
Value$100.1M (+$19.6M)
Filed 2026-10-23
Nicholas Company, Inc.
INCREASED
Shares136,840 from 125,815
Change+11,025 (+9%)
Value$99.2M (+$28.4M)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares136,835 from 135,475
Change+1,360 (+1%)
Value$99.2M (+$22.9M)
Filed 2026-10-13
Maryland State Retirement & Pension System
INCREASED
Shares134,442 from 118,220
Change+16,222 (+14%)
Value$97.5M (+$30.9M)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares134,152 from 109,412
Change+24,740 (+23%)
Value$97.3M (+$35.7M)
Filed 2026-10-27
GC Wealth Management RIA, LLC
INCREASED
Shares133,723 from 49,735
Change+83,988 (+169%)
Value$97.0M (+$69.0M)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares131,644 from 134,203
Change-2,559 (-2%)
Value$95.5M (+$19.9M)
Filed 2026-11-04
Busey Bank
DECREASED
Shares130,358 from 131,346
Change-988 (-1%)
Value$94.5M (+$20.5M)
Filed 2026-10-26
Investment House LLC
DECREASED
Shares129,657 from 161,072
Change-31,415 (-19%)
Value$94.0M (+$3.3M)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares127,542 from 118,576
Change+8,966 (+8%)
Value$92.5M (+$25.7M)
Filed 2026-10-23
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares125,950 from 118,620
Change+7,330 (+6%)
Value$91.3M (+$24.5M)
Filed 2026-10-29
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares122,656 from 121,778
Change+878 (+1%)
Value$88.9M (+$20.4M)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares122,461 from 120,141
Change+2,320 (+2%)
Value$88.8M (+$21.1M)
Filed 2026-10-30
Sapient Capital LLC
DECREASED
Shares121,954 from 126,778
Change-4,824 (-4%)
Value$88.4M (+$17.0M)
Filed 2026-10-08
Regions Financial Corp
DECREASED
Shares121,566 from 133,455
Change-11,889 (-9%)
Value$88.2M (+$13.0M)
Filed 2026-11-05
Crestwood Advisors Group, LLC
DECREASED
Shares120,725 from 123,970
Change-3,245 (-3%)
Value$87.5M (+$17.7M)
Filed 2026-10-27
J. Safra Sarasin Holding AG
INCREASED
Shares119,625 from 115,007
Change+4,618 (+4%)
Value$78.7M (+$13.5M)
Filed 2026-10-26
Mondrian Investment Partners LTD
DECREASED
Shares118,378 from 209,858
Change-91,480 (-44%)
Value$85.8M (-$32.4M)
Filed 2026-10-23
Hartford Investment Management Co
DECREASED
Shares118,035 from 121,404
Change-3,369 (-3%)
Value$85.6M (+$17.2M)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares117,715 from 108,312
Change+9,403 (+9%)
Value$85.4M (+$24.4M)
Filed 2026-10-22
Auto-Owners Insurance Co
DECREASED
Shares116,813 from 135,835
Change-19,022 (-14%)
Value$84.7M (+$8.2M)
Filed 2026-10-15
Henshaw Capital LLC
UNCHANGED
Shares115,400 from 115,400
Change0 (0%)
Value$83.7M (+$18.7M)
Filed 2026-11-03
SteelPeak Wealth, LLC
DECREASED
Shares115,390 from 119,604
Change-4,214 (-4%)
Value$83.7M (+$16.3M)
Filed 2026-10-16
Chilton Capital Management LLC
DECREASED
Shares112,110 from 168,076
Change-55,966 (-33%)
Value$81.3M (-$13.4M)
Filed 2026-10-28
TrinityBridge Ltd
INCREASED
Shares111,485 from 70,835
Change+40,650 (+57%)
Value$80.9M (+$41.0M)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED
Shares110,663 from 106,247
Change+4,416 (+4%)
Value$80.3M (+$20.4M)
Filed 2026-10-21
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares110,500 from 110,500
Change0 (0%)
Value$80.1M (+$17.9M)
Filed 2026-10-21
Oppenheimer Asset Management Inc.
INCREASED
Shares110,417 from 105,680
Change+4,737 (+4%)
Value$80.1M (+$20.5M)
Filed 2026-10-27
Venture Visionary Partners LLC
INCREASED
Shares110,352 from 104,898
Change+5,454 (+5%)
Value$80.0M (+$20.9M)
Filed 2026-10-07
Vantage Investment Partners, LLC
INCREASED
Shares109,909 from 90,342
Change+19,567 (+22%)
Value$79.7M (+$28.8M)
Filed 2026-10-27
Div Capital Phoenix Assets Ltd
UNCHANGED
Shares109,139 from 109,139
Change0 (0%)
Value$79.1M (+$17.7M)
Filed 2026-10-20
New Mexico Educational Retirement Board
UNCHANGED
Shares108,850 from 108,850
Change0 (0%)
Value$78.9M (+$17.6M)
Filed 2026-11-05
Annex Advisory Services, LLC
DECREASED
Shares106,722 from 110,172
Change-3,450 (-3%)
Value$77.4M (+$15.3M)
Filed 2026-10-16
Crossmark Global Holdings, Inc.
DECREASED
Shares106,614 from 119,765
Change-13,151 (-11%)
Value$77.3M (+$9.9M)
Filed 2026-10-21
Northeast Investment Management
DECREASED
Shares106,177 from 107,930
Change-1,753 (-2%)
Value$77.0M (+$16.2M)
Filed 2026-10-30
Park Avenue Securities LLC
DECREASED
Shares104,946 from 106,211
Change-1,265 (-1%)
Value$76.1M (+$16.3M)
Filed 2026-10-26
TB Alternative Assets Ltd.
INCREASED
Shares104,435 from 102,040
Change+2,395 (+2%)
Value$75.7M (+$18.3M)
Filed 2026-10-16
Diversify Advisory Services, LLC
DECREASED
Shares104,314 from 107,048
Change-2,734 (-3%)
Value$76.9M (+$13.3M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares104,314 from 107,048
Change-2,734 (-3%)
Value$76.9M (+$13.3M)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares104,259 from 96,543
Change+7,716 (+8%)
Value$75.6M (+$21.2M)
Filed 2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares104,189 from 96,304
Change+7,885 (+8%)
Value$75.6M (+$21.3M)
Filed 2026-10-26
Greenleaf Trust
DECREASED
Shares104,158 from 106,870
Change-2,712 (-3%)
Value$75.5M (+$15.3M)
Filed 2026-10-29
Sava Infond d.o.o.
INCREASED
Shares103,700 from 44,300
Change+59,400 (+134%)
Value$75.2M (+$50.2M)
Filed 2026-10-28
Vontobel Holding Ltd.
DECREASED
Shares103,434 from 140,709
Change-37,275 (-26%)
Value$75.0M (-$4.3M)
Filed 2026-10-16
Summit Securities Group LLC
NEW
Shares100,745
Change+100,745
Value$73.1M
Filed 2026-11-05
Hoey Investments, Inc
DECREASED
Shares100,448 from 102,276
Change-1,828 (-2%)
Value$72.8M (+$15.2M)
Filed 2026-10-29
Mirae Asset Securities (USA) Inc.
INCREASED
Shares100,429 from 50,246
Change+50,183 (+100%)
Value$72.8M (+$44.5M)
Filed 2026-10-15
Tokio Marine Asset Management Co LTD
INCREASED
Shares100,386 from 97,377
Change+3,009 (+3%)
Value$72.8M (+$17.9M)
Filed 2026-10-26
Douglas Lane & Associates, LLC
DECREASED
Shares100,099 from 103,497
Change-3,398 (-3%)
Value$72.6M (+$14.3M)
Filed 2026-10-09
Ferguson Wellman Capital Management, Inc
INCREASED
Shares99,735 from 58,857
Change+40,878 (+69%)
Value$72.3M (+$39.2M)
Filed 2026-10-05
Profund Advisors LLC
DECREASED
Shares99,696 from 106,678
Change-6,982 (-7%)
Value$72.3M (+$12.2M)
Filed 2026-10-29
E. Ohman J:or Asset Management AB
INCREASED
Shares98,158 from 97,421
Change+737 (+1%)
Value$71.2M (+$16.3M)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares98,111 from 101,098
Change-2,987 (-3%)
Value$71.1M (+$14.2M)
Filed 2026-10-05
HUB Investment Partners, LLC
INCREASED
Shares98,092 from 95,376
Change+2,716 (+3%)
Value$71.1M (+$17.4M)
Filed 2026-11-03
Maple Capital Management, Inc.
DECREASED
Shares97,093 from 99,704
Change-2,611 (-3%)
Value$70.4M (+$14.2M)
Filed 2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares96,839 from 83,169
Change+13,670 (+16%)
Value$70.2M (+$23.4M)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares96,817 from 92,378
Change+4,439 (+5%)
Value$70.2M (+$18.2M)
Filed 2026-10-28
Quintet Private Bank (Europe) S.A.
INCREASED
Shares96,774 from 69,476
Change+27,298 (+39%)
Value$70.2M (+$31.0M)
Filed 2026-10-08
Braun Stacey Associates Inc
DECREASED
Shares96,558 from 102,559
Change-6,001 (-6%)
Value$70.0M (+$12.3M)
Filed 2026-10-19
Seizert Capital Partners, LLC
INCREASED
Shares96,513 from 77,918
Change+18,595 (+24%)
Value$70.0M (+$26.1M)
Filed 2026-10-30
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares96,206 from 97,486
Change-1,280 (-1%)
Value$69.8M (+$14.9M)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares96,157 from 87,954
Change+8,203 (+9%)
Value$59.2M (+$9.6M)
Filed 2026-11-04
OAK Ridge Investments LLC
DECREASED
Shares95,221 from 99,566
Change-4,345 (-4%)
Value$69.1M (+$13.0M)
Filed 2026-10-30
Mogy Joel R Investment Counsel Inc
DECREASED
Shares94,347 from 95,355
Change-1,008 (-1%)
Value$68.4M (+$14.7M)
Filed 2026-10-13
First Citizens Bank & Trust Co
INCREASED
Shares94,115 from 74,624
Change+19,491 (+26%)
Value$68.3M (+$26.2M)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
DECREASED
Shares93,876 from 100,585
Change-6,709 (-7%)
Value$68.1M (+$11.4M)
Filed 2026-11-05
Davidson Investment Advisors
INCREASED
Shares93,267 from 89,113
Change+4,154 (+5%)
Value$67.6M (+$17.4M)
Filed 2026-10-20
Howland Capital Management LLC
DECREASED
Shares92,817 from 99,202
Change-6,385 (-6%)
Value$67.3M (+$11.4M)
Filed 2026-10-22
MKP Capital Management, L.L.C.
NEW
Shares92,300
Change+92,300
Value$66.9M
Filed 2026-11-04
Founders Capital Management, LLC
DECREASED
Shares92,272 from 92,541
Change-269 (0%)
Value$66.9M (+$14.8M)
Filed 2026-10-23
Fishman JAY A LTD
DECREASED
Shares90,031 from 92,981
Change-2,950 (-3%)
Value$65.3M (+$12.9M)
Filed 2026-10-26
Central Securities Corp
UNCHANGED
Shares90,000 from 90,000
Change0 (0%)
Value$65.3M (+$14.6M)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares87,443 from 82,650
Change+4,793 (+6%)
Value$63.4M (+$16.9M)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares87,330 from 76,700
Change+10,630 (+14%)
Value$63.3M (+$20.1M)
Filed 2026-10-08
Gradient Investments LLC
DECREASED
Shares86,137 from 146,879
Change-60,742 (-41%)
Value$62.5M (-$20.3M)
Filed 2026-10-08
Triglav Investments, D.O.O.
INCREASED
Shares85,541 from 79,704
Change+5,837 (+7%)
Value$62.0M (+$17.1M)
Filed 2026-11-06
Park National Corp
DECREASED
Shares84,939 from 92,967
Change-8,028 (-9%)
Value$61.6M (+$9.2M)
Filed 2026-10-05
Alphinity Investment Management Pty Ltd
DECREASED
Shares84,221 from 130,302
Change-46,081 (-35%)
Value$61.1M (-$12.3M)
Filed 2026-11-02
Smith Salley Wealth Management
INCREASED
Shares82,900 from 80,744
Change+2,156 (+3%)
Value$60.1M (+$14.6M)
Filed 2026-11-03
Calamos Wealth Management LLC
INCREASED
Shares82,577 from 81,829
Change+748 (+1%)
Value$59.9M (+$13.8M)
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares82,300 from 79,853
Change+2,447 (+3%)
Value$59.7M (+$14.7M)
Filed 2026-10-28
J. L. Bainbridge & Co., Inc.
DECREASED
Shares81,856 from 94,719
Change-12,863 (-14%)
Value$59.4M (+$6.0M)
Filed 2026-10-20
Academy Capital Management
DECREASED
Shares81,733 from 84,919
Change-3,186 (-4%)
Value$59.3M (+$11.4M)
Filed 2026-11-05
Obermeyer Wealth Partners
INCREASED
Shares81,627 from 79,955
Change+1,672 (+2%)
Value$59.2M (+$14.2M)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED
Shares80,067 from 80,964
Change-897 (-1%)
Value$58.1M (+$12.5M)
Filed 2026-10-20
Cohen Klingenstein LLC
INCREASED
Shares79,522 from 79,481
Change+41 (+0%)
Value$57.7M (+$12.9M)
Filed 2026-10-15
Old National Bancorp
INCREASED
Shares79,516 from 70,645
Change+8,871 (+13%)
Value$57.7M (+$17.9M)
Filed 2026-10-20
Howard Capital Management, LLC
DECREASED
Shares79,471 from 79,693
Change-222 (0%)
Value$57.6M (+$12.7M)
Filed 2026-10-16
Kornitzer Capital Management Inc
DECREASED
Shares78,215 from 82,907
Change-4,692 (-6%)
Value$56.7M (+$10.0M)
Filed 2026-11-03
Argent Capital Management LLC
DECREASED
Shares77,675 from 82,185
Change-4,510 (-5%)
Value$56.3M (+$10.0M)
Filed 2026-10-05
Community Trust & Investment Co
DECREASED
Shares77,607 from 77,721
Change-114 (0%)
Value$56.3M (+$12.5M)
Filed 2026-10-15
Alta Capital Management LLC/
DECREASED
Shares77,048 from 89,680
Change-12,632 (-14%)
Value$55.9M (+$5.4M)
Filed 2026-10-26
China Universal Asset Management Co., Ltd.
INCREASED
Shares76,938 from 60,897
Change+16,041 (+26%)
Value$56.7M (+$22.4M)
Filed 2026-10-28
Washington Trust Co
INCREASED
Shares76,304 from 74,863
Change+1,441 (+2%)
Value$55.3M (+$13.2M)
Filed 2026-10-22
Raiffeisen Bank International AG
INCREASED
Shares75,611 from 63,361
Change+12,250 (+19%)
Value$55.9M (+$20.2M)
Filed 2026-10-28
Imc-Chicago, LLC
DECREASED
Shares75,142 from 404,082
Change-328,940 (-81%)
Value$54.5M (-$173.1M)
Filed 2026-11-05
Meyer Handelman Co
INCREASED
Shares73,894 from 70,707
Change+3,187 (+5%)
Value$53.6M (+$13.8M)
Filed 2026-10-28
Troy Asset Management Ltd
DECREASED
Shares73,707 from 85,011
Change-11,304 (-13%)
Value$53.5M (+$5.6M)
Filed 2026-10-28
NAN Fung Trinity (HK) Ltd
INCREASED
Shares73,403 from 37,360
Change+36,043 (+96%)
Value$53.2M (+$32.2M)
Filed 2026-11-06
Avity Investment Management Inc.
DECREASED
Shares72,549 from 86,942
Change-14,393 (-17%)
Value$52.6M (+$3.6M)
Filed 2026-10-09
Franklin Street Advisors Inc
INCREASED
Shares71,875 from 62,824
Change+9,051 (+14%)
Value$52.1M (+$16.7M)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares71,762 from 66,600
Change+5,162 (+8%)
Value$52.0M (+$14.5M)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares71,019 from 69,372
Change+1,647 (+2%)
Value$51.5M (+$12.4M)
Filed 2026-10-21
Compound Planning, Inc.
INCREASED
Shares70,887 from 69,044
Change+1,843 (+3%)
Value$51.4M (+$12.5M)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares70,254 from 75,303
Change-5,049 (-7%)
Value$50.9M (+$8.5M)
Filed 2026-10-22
Generali Powszechne Towarzystwo Emerytalne
INCREASED
Shares70,250 from 50,000
Change+20,250 (+41%)
Value$50.9M (+$22.8M)
Filed 2026-11-06
Clearstead Advisors, LLC
DECREASED
Shares69,942 from 71,960
Change-2,018 (-3%)
Value$50.7M (+$10.2M)
Filed 2026-11-06
Univest Financial Corp
INCREASED
Shares69,573 from 63,725
Change+5,848 (+9%)
Value$50.5M (+$14.6M)
Filed 2026-11-05
Sterling Capital Management LLC
DECREASED
Shares68,950 from 71,579
Change-2,629 (-4%)
Value$50.0M (+$9.7M)
Filed 2026-10-22
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares68,387 from 89,665
Change-21,278 (-24%)
Value$49.6M (-$914.5K)
Filed 2026-10-30
Washington Trust Advisors, Inc.
DECREASED
Shares67,744 from 67,808
Change-64 (0%)
Value$49.1M (+$10.9M)
Filed 2026-10-22
Parthenon LLC
INCREASED
Shares67,683 from 67,543
Change+140 (+0%)
Value$49.1M (+$11.0M)
Filed 2026-10-22
North Dakota State Investment Board
INCREASED
Shares67,325 from 64,930
Change+2,395 (+4%)
Value$48.8M (+$12.2M)
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares66,699 from 62,989
Change+3,710 (+6%)
Value$48.4M (+$12.9M)
Filed 2026-10-23
Rubicon Global Capital Ltd
UNCHANGED
Shares66,557 from 66,557
Change0 (0%)
Value$48.3M (+$10.8M)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares66,288 from 59,413
Change+6,875 (+12%)
Value$48.1M (+$14.6M)
Filed 2026-10-13
Loftus Peak Pty Ltd
DECREASED
Shares66,257 from 83,565
Change-17,308 (-21%)
Value$48.0M (+$976.9K)
Filed 2026-10-15
Boston Trust Walden Corp
DECREASED
Shares66,045 from 95,112
Change-29,067 (-31%)
Value$47.9M (-$5.7M)
Filed 2026-10-30
Arga Investment Management, LP
NEW
Shares66,026
Change+66,026
Value$47.9M
Filed 2026-10-30
Waycross Partners, LLC
DECREASED
Shares65,870 from 80,085
Change-14,215 (-18%)
Value$47.8M (+$2.7M)
Filed 2026-11-03
National Mutual Insurance Federation of Agricultural Cooperatives
DECREASED
Shares65,600 from 92,600
Change-27,000 (-29%)
Value$47.6M (-$4.6M)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares65,596 from 45,383
Change+20,213 (+45%)
Value$47.3M (+$16.9M)
Filed 2026-10-09
Marathon Asset Management Ltd
DECREASED
Shares65,271 from 85,206
Change-19,935 (-23%)
Value$47.3M (-$659.8K)
Filed 2026-10-26
Guinness Asset Management LTD
INCREASED
Shares65,103 from 65,099
Change+4 (+0%)
Value$47.2M (+$10.5M)
Filed 2026-11-05
Ranmore Fund Management Ltd
INCREASED
Shares65,000 from 60,000
Change+5,000 (+8%)
Value$47.1M (+$13.3M)
Filed 2026-10-20
Bokf, NA
DECREASED
Shares64,548 from 69,255
Change-4,707 (-7%)
Value$46.8M (+$7.8M)
Filed 2026-10-27
Eulav Asset Management
INCREASED
Shares64,508 from 64,505
Change+3 (0%)
Value$46.8M (+$10.4M)
Filed 2026-10-23
WP Advisors, LLC
INCREASED
Shares63,885 from 43,418
Change+20,467 (+47%)
Value$46.3M (+$21.9M)
Filed 2026-10-22
Applied Finance Capital Management, LLC
DECREASED
Shares63,819 from 64,450
Change-631 (-1%)
Value$46.3M (+$10.0M)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED
Shares63,764 from 51,034
Change+12,730 (+25%)
Value$46.0M (+$13.7M)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares63,449 from 55,991
Change+7,458 (+13%)
Value$46.0M (+$14.5M)
Filed 2026-10-08
Nexus Investment Management ULC
DECREASED
Shares62,911 from 62,960
Change-49 (0%)
Value$45.6M (+$10.2M)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED
Shares62,762 from 61,663
Change+1,099 (+2%)
Value$45.5M (+$10.8M)
Filed 2026-10-22
Associated Banc-Corp
DECREASED
Shares61,735 from 63,839
Change-2,104 (-3%)
Value$44.8M (+$8.8M)
Filed 2026-10-30
WestEnd Advisors, LLC
INCREASED
Shares61,470 from 55,937
Change+5,533 (+10%)
Value$44.6M (+$13.1M)
Filed 2026-10-27
Meridian Wealth Management, LLC
INCREASED
Shares61,458 from 57,460
Change+3,998 (+7%)
Value$44.6M (+$12.2M)
Filed 2026-11-05
Y.D. More Investments Ltd
INCREASED
Shares60,971 from 52,407
Change+8,564 (+16%)
Value$44.4M (+$14.9M)
Filed 2026-11-02
Alps Advisors Inc
INCREASED
Shares60,785 from 40,306
Change+20,479 (+51%)
Value$44.1M (+$21.4M)
Filed 2026-11-03
GoalVest Advisory LLC
INCREASED
Shares60,671 from 4,169
Change+56,502 (+1355%)
Value$4.7M (+$2.3M)
Filed 2026-10-02
GAM Holding AG
INCREASED
Shares59,167 from 57,863
Change+1,304 (+2%)
Value$42.9M (+$10.3M)
Filed 2026-11-03
Quadrant Capital Group LLC
INCREASED
Shares59,030 from 56,609
Change+2,421 (+4%)
Value$45.0M (+$13.1M)
Filed 2026-10-20
Bailard, Inc.
DECREASED
Shares58,789 from 59,306
Change-517 (-1%)
Value$42.6M (+$9.2M)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares58,680 from 53,815
Change+4,865 (+9%)
Value$42.6M (+$12.2M)
Filed 2026-10-29
S-Bank Fund Management Ltd
INCREASED
Shares58,512 from 37,856
Change+20,656 (+55%)
Value$42.4M (+$21.1M)
Filed 2026-11-06
Empire Life Investments Inc.
INCREASED
Shares57,487 from 35,874
Change+21,613 (+60%)
Value$41.7M (+$21.5M)
Filed 2026-11-06
Securian Asset Management, Inc
DECREASED
Shares57,313 from 58,370
Change-1,057 (-2%)
Value$41.6M (+$3.9M)
Filed 2026-11-06
Knights of Columbus Asset Advisors LLC
INCREASED
Shares57,143 from 47,574
Change+9,569 (+20%)
Value$41.4M (+$14.6M)
Filed 2026-11-05
Lyell Wealth Management, LP
INCREASED
Shares57,115 from 56,248
Change+867 (+2%)
Value$41.4M (+$9.7M)
Filed 2026-10-30
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares57,085 from 57,385
Change-300 (-1%)
Value$41.4M (+$9.1M)
Filed 2026-11-03
Tamar Securities, LLC
DECREASED
Shares56,495 from 57,319
Change-824 (-1%)
Value$41.0M (+$8.7M)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares55,930 from 58,121
Change-2,191 (-4%)
Value$40.6M (+$7.8M)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares55,680 from 57,219
Change-1,539 (-3%)
Value$40.4M (+$8.1M)
Filed 2026-10-28
CWA Asset Management Group, LLC
DECREASED
Shares54,933 from 55,048
Change-115 (0%)
Value$39.8M (+$8.8M)
Filed 2026-10-19
Americana Partners, LLC
DECREASED
Shares54,906 from 61,214
Change-6,308 (-10%)
Value$39.8M (+$5.3M)
Filed 2026-10-28
Wesbanco Bank Inc
DECREASED
Shares54,904 from 81,805
Change-26,901 (-33%)
Value$39.8M (-$6.3M)
Filed 2026-11-04
Plato Investment Management Ltd
INCREASED
Shares54,843 from 52,003
Change+2,840 (+5%)
Value$39.9M (+$10.8M)
Filed 2026-11-05
Ascent Group, LLC
INCREASED
Shares54,608 from 53,501
Change+1,107 (+2%)
Value$39.6M (+$9.5M)
Filed 2026-10-30
Leonteq Securities AG
DECREASED
Shares54,513 from 181,585
Change-127,072 (-70%)
Value$39.5M (-$62.8M)
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares54,450 from 52,096
Change+2,354 (+5%)
Value$39.5M (+$10.1M)
Filed 2026-11-03
Joel Isaacson & Co., LLC
DECREASED
Shares54,406 from 54,477
Change-71 (0%)
Value$39.5M (+$8.8M)
Filed 2026-11-05
Pittenger & Anderson Inc
INCREASED
Shares52,955 from 49,963
Change+2,992 (+6%)
Value$38.4M (+$10.3M)
Filed 2026-11-02
United Asset Strategies, Inc.
INCREASED
Shares52,277 from 52,134
Change+143 (+0%)
Value$37.9M (+$8.5M)
Filed 2026-10-28
Baskin Financial Services Inc.
DECREASED
Shares52,212 from 53,073
Change-861 (-2%)
Value$37.9M (+$37.8M)
Filed 2026-10-19
Generali Asset Management SPA SGR
DECREASED
Shares51,812 from 52,237
Change-425 (-1%)
Value$37.6M (+$8.1M)
Filed 2026-10-26
Belvedere Trading LLC
INCREASED
Shares51,030 from 43,251
Change+7,779 (+18%)
Value$37.0M (+$12.6M)
Filed 2026-11-05
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares51,000 from 51,000
Change0 (0%)
Value$37.0M (+$8.3M)
Filed 2026-10-06
Praxis Investment Management Inc
DECREASED
Shares50,724 from 51,211
Change-487 (-1%)
Value$36.8M (+$7.9M)
Filed 2026-11-03
Highland Capital Management, LLC
INCREASED
Shares50,709 from 39,284
Change+11,425 (+29%)
Value$36.8M (+$14.6M)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares50,519 from 51,067
Change-548 (-1%)
Value$36.6M (+$7.9M)
Filed 2026-11-03
Archon Partners LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$36.3M (+$8.1M)
Filed 2026-10-26
Cache Advisors, LLC
INCREASED
Shares49,829 from 48,523
Change+1,306 (+3%)
Value$36.1M (+$8.8M)
Filed 2026-10-16
Narwhal Capital Management
INCREASED
Shares48,376 from 47,775
Change+601 (+1%)
Value$35.1M (+$8.2M)
Filed 2026-11-04
Baker Avenue Asset Management, LP
INCREASED
Shares48,254 from 47,553
Change+701 (+1%)
Value$35.0M (+$8.2M)
Filed 2026-11-06
Third View Private Wealth, LLC
INCREASED
Shares48,140 from 46,684
Change+1,456 (+3%)
Value$34.9M (+$8.6M)
Filed 2026-10-30
Independent Financial Group, LLC
DECREASED
Shares47,861 from 52,096
Change-4,235 (-8%)
Value$34.7M (+$5.4M)
Filed 2026-10-13
Partners Wealth Management, LLC
NEW
Shares47,672
Change+47,672
Value$34.6M
Filed 2026-10-28
SBI Securities Co., Ltd.
DECREASED
Shares47,664 from 50,459
Change-2,795 (-6%)
Value$34.6M (+$6.1M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares47,608 from 47,101
Change+507 (+1%)
Value$34.5M (+$8.0M)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares47,417 from 41,474
Change+5,943 (+14%)
Value$34.4M (+$11.0M)
Filed 2026-10-16
Bellecapital International Ltd.
INCREASED
Shares47,053 from 44,907
Change+2,146 (+5%)
Value$34.1M (+$8.8M)
Filed 2026-10-21
Florida Trust Wealth Management Co
DECREASED
Shares46,832 from 46,914
Change-82 (0%)
Value$34.0M (+$7.5M)
Filed 2026-11-05
Nemes Rush Group LLC
INCREASED
Shares46,622 from 46,284
Change+338 (+1%)
Value$33.8M (+$7.7M)
Filed 2026-11-04
Heritage Investors Management Corp
DECREASED
Shares46,303 from 48,434
Change-2,131 (-4%)
Value$33.6M (+$6.3M)
Filed 2026-10-29
Synergy Asset Management, LLC
DECREASED
Shares46,207 from 51,048
Change-4,841 (-9%)
Value$33.5M (+$4.8M)
Filed 2026-11-05
Petredis Investment Advisors LLC
INCREASED
Shares45,593 from 45,459
Change+134 (+0%)
Value$33.1M (+$7.5M)
Filed 2026-10-20
Yelin Lapidot Holdings Management Ltd.
INCREASED
Shares45,530 from 39,487
Change+6,043 (+15%)
Value$33.0M (+$10.8M)
Filed 2026-10-26
First American Bank
DECREASED
Shares45,496 from 45,789
Change-293 (-1%)
Value$33.0M (+$7.2M)
Filed 2026-10-27
Jacobs & Co
DECREASED
Shares45,221 from 45,964
Change-743 (-2%)
Value$32.8M (+$32.8M)
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED
Shares44,809 from 43,780
Change+1,029 (+2%)
Value$32.5M (+$7.8M)
Filed 2026-10-29
CX Institutional
DECREASED
Shares44,668 from 50,292
Change-5,624 (-11%)
Value$32.4K (+$4.1K)
Filed 2026-10-02
Level Four Advisory Services, LLC
DECREASED
Shares44,631 from 44,855
Change-224 (0%)
Value$32.4M (+$7.1M)
Filed 2026-11-06
Fulton Bank, N.A.
DECREASED
Shares44,372 from 44,868
Change-496 (-1%)
Value$32.2M (+$6.9M)
Filed 2026-10-14
Quantum Private Wealth, LLC
DECREASED
Shares43,930 from 45,012
Change-1,082 (-2%)
Value$31.9M (+$6.5M)
Filed 2026-10-20
Steel Grove Capital Advisors, LLC
INCREASED
Shares43,835 from 43,436
Change+399 (+1%)
Value$31.8M (+$7.3M)
Filed 2026-10-13
GW Henssler & Associates LTD
INCREASED
Shares43,610 from 43,446
Change+164 (+0%)
Value$31.6M (+$7.2M)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares42,877 from 41,011
Change+1,866 (+5%)
Value$31.1M (+$8.0M)
Filed 2026-11-05
Provident Investment Management, Inc.
DECREASED
Shares42,669 from 45,884
Change-3,215 (-7%)
Value$30.9M (+$5.1M)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
INCREASED
Shares42,435 from 42,235
Change+200 (+0%)
Value$30.8M (+$7.0M)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares42,325 from 41,064
Change+1,261 (+3%)
Value$30.7M (+$7.6M)
Filed 2026-10-13
Generali Investments, Management Co LLC
INCREASED
Shares42,037 from 41,249
Change+788 (+2%)
Value$30.5M (+$7.2M)
Filed 2026-10-19
Evergreen Capital Management LLC
DECREASED
Shares42,002 from 43,197
Change-1,195 (-3%)
Value$30.5M (+$6.1M)
Filed 2026-10-23
Strategic Planning Group, LLC
INCREASED
Shares41,929 from 40,698
Change+1,231 (+3%)
Value$30.4M (+$7.5M)
Filed 2026-10-22
Valeo Financial Advisors, LLC
DECREASED
Shares41,735 from 46,156
Change-4,421 (-10%)
Value$30.3M (+$4.3M)
Filed 2026-10-08
Foyston, Gordon & Payne Inc
DECREASED
Shares41,715 from 42,441
Change-726 (-2%)
Value$30.3M (+$6.3M)
Filed 2026-11-02
Draper Asset Management, LLC
INCREASED
Shares41,536 from 37,787
Change+3,749 (+10%)
Value$30.1M (+$8.8M)
Filed 2026-10-09
First National Trust Co
DECREASED
Shares41,336 from 44,794
Change-3,458 (-8%)
Value$30.0M (+$4.7M)
Filed 2026-10-28
Moran Wealth Management, LLC
INCREASED
Shares41,323 from 39,135
Change+2,188 (+6%)
Value$30.0M (+$7.9M)
Filed 2026-10-22
Valley Wealth Managers, Inc.
DECREASED
Shares41,230 from 41,509
Change-279 (-1%)
Value$29.9M (+$6.5M)
Filed 2026-10-09
Genoa Capital Gestora de Recursos Ltda.
NEW
Shares41,202
Change+41,202
Value$29.9M
Filed 2026-10-20
Tran Capital Management, L.P.
DECREASED
Shares41,167 from 41,933
Change-766 (-2%)
Value$29.9M (+$6.2M)
Filed 2026-10-19
Nixon Peabody Trust Co
INCREASED
Shares41,091 from 39,331
Change+1,760 (+4%)
Value$29.8M (+$7.6M)
Filed 2026-10-23
Davis-Rea Ltd.
INCREASED
Shares41,010 from 40,030
Change+980 (+2%)
Value$29.7M (+$7.2M)
Filed 2026-10-13
Vanderbilt University
INCREASED
Shares40,507 from 30,661
Change+9,846 (+32%)
Value$29.4M (+$12.1M)
Filed 2026-11-02
71 West Capital Partners
INCREASED
Shares40,408 from 39,359
Change+1,049 (+3%)
Value$29.3M (+$7.1M)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares40,176 from 38,735
Change+1,441 (+4%)
Value$25.8M (+$2.3M)
Filed 2026-10-27
Masterinvest Kapitalanlage GmbH
INCREASED
Shares40,154 from 36,633
Change+3,521 (+10%)
Value$29.1M (+$8.5M)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares40,013 from 40,252
Change-239 (-1%)
Value$29.0M (+$6.3M)
Filed 2026-10-22
Abner Herrman & Brock LLC
DECREASED
Shares39,884 from 40,269
Change-385 (-1%)
Value$28.9M (+$28.9M)
Filed 2026-10-20
VestGen Advisors, LLC
DECREASED
Shares39,352 from 43,086
Change-3,734 (-9%)
Value$28.5M (+$4.3M)
Filed 2026-10-27
PKO Investment Management Joint-Stock Co
INCREASED
Shares39,008 from 36,000
Change+3,008 (+8%)
Value$28.3M (+$8.0M)
Filed 2026-10-19
Coastline Trust Co
DECREASED
Shares38,931 from 42,513
Change-3,582 (-8%)
Value$28.2M (+$4.3M)
Filed 2026-10-01
WealthPlan Investment Management, LLC
DECREASED
Shares38,918 from 40,971
Change-2,053 (-5%)
Value$28.2M (+$5.1M)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares38,900 from 35,435
Change+3,465 (+10%)
Value$28.2M (+$8.2M)
Filed 2026-11-04
Baxter Bros Inc
INCREASED
Shares38,745 from 38,604
Change+141 (+0%)
Value$28.1M (+$6.4M)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares38,700 from 37,116
Change+1,584 (+4%)
Value$28.1M (+$7.2M)
Filed 2026-10-23
Matrix Asset Advisors Inc
INCREASED
Shares38,581 from 37,665
Change+916 (+2%)
Value$28.0M (+$6.8M)
Filed 2026-10-13
Suncoast Equity Management
DECREASED
Shares38,507 from 39,843
Change-1,336 (-3%)
Value$27.9M (+$5.5M)
Filed 2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED
Shares38,123 from 38,113
Change+10 (+0%)
Value$27.6M (+$6.2M)
Filed 2026-10-23
Manitou Investment Management Ltd.
DECREASED
Shares37,766 from 42,384
Change-4,618 (-11%)
Value$27.4M (+$3.5M)
Filed 2026-10-15
Blue Fin Capital, Inc.
DECREASED
Shares37,729 from 37,977
Change-248 (-1%)
Value$27.4M (+$6.0M)
Filed 2026-10-28
Jefferies Financial Group Inc.
DECREASED
Shares37,556 from 243,168
Change-205,612 (-85%)
Value$27.2M (-$109.7M)
Filed 2026-11-05
CenterBook Partners LP
DECREASED
Shares37,149 from 75,888
Change-38,739 (-51%)
Value$26.9M (-$15.8M)
Filed 2026-11-02
Three Bridge Wealth Advisors, LLC
INCREASED
Shares37,093 from 37,087
Change+6 (+0%)
Value$26.9M (+$6.0M)
Filed 2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares37,046 from 39,937
Change-2,891 (-7%)
Value$26.9M (+$4.4M)
Filed 2026-10-22
Levin Capital Strategies, L.P.
INCREASED
Shares36,836 from 15,649
Change+21,187 (+135%)
Value$26.7M (+$17.9M)
Filed 2026-11-02
Fideuram Asset Management (Ireland) dac
INCREASED
Shares36,715 from 16,840
Change+19,875 (+118%)
Value$23.5M (+$13.3M)
Filed 2026-10-29
Spire Wealth Management
DECREASED
Shares36,578 from 42,751
Change-6,173 (-14%)
Value$26.5M (+$2.4M)
Filed 2026-10-30
Bennett Selby Investments LP
INCREASED
Shares36,491 from 36,072
Change+419 (+1%)
Value$26.5M (+$6.1M)
Filed 2026-10-19
Chesley Taft & Associates LLC
DECREASED
Shares36,394 from 37,262
Change-868 (-2%)
Value$26.4M (+$5.4M)
Filed 2026-10-13
Mezzasalma Advisors, LLC
DECREASED
Shares36,280 from 36,445
Change-165 (0%)
Value$26.3M (+$5.8M)
Filed 2026-10-14
Azzad Asset Management Inc
DECREASED
Shares36,189 from 36,297
Change-108 (0%)
Value$26.2M (+$5.8M)
Filed 2026-11-04
Eagle Rock Investment Company, LLC
INCREASED
Shares36,132 from 34,510
Change+1,622 (+5%)
Value$26.2M (+$6.8M)
Filed 2026-10-21
Bender Robert & Associates
DECREASED
Shares36,105 from 36,173
Change-68 (0%)
Value$26.2M (+$5.8M)
Filed 2026-10-21
DDD Partners, LLC
INCREASED
Shares35,915 from 33,197
Change+2,718 (+8%)
Value$26.0M (+$7.3M)
Filed 2026-11-02
Harbor Capital Advisors, Inc.
INCREASED
Shares35,725 from 34,819
Change+906 (+3%)
Value$25.9M (+$6.3M)
Filed 2026-10-22
Elite Wealth Management, Inc.
INCREASED
Shares35,433 from 22,056
Change+13,377 (+61%)
Value$25.7M (+$13.3M)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares35,431 from 33,044
Change+2,387 (+7%)
Value$25.7M (+$7.1M)
Filed 2026-10-15
Overbrook Management Corp
DECREASED
Shares35,178 from 40,583
Change-5,405 (-13%)
Value$25.5M (+$2.7M)
Filed 2026-10-08
Private Capital Advisors, Inc.
DECREASED
Shares34,614 from 35,057
Change-443 (-1%)
Value$25.1M (+$5.4M)
Filed 2026-10-06
Central Trust Co
DECREASED
Shares34,223 from 34,466
Change-243 (-1%)
Value$24.8M (+$5.4M)
Filed 2026-11-05
TenCore Partners, LP
DECREASED
Shares34,142 from 36,112
Change-1,970 (-5%)
Value$24.8M (+$4.4M)
Filed 2026-11-05
Nfsg Corp
INCREASED
Shares34,046 from 28,876
Change+5,170 (+18%)
Value$24.7M (+$8.4M)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares33,924 from 29,810
Change+4,114 (+14%)
Value$24.6M (+$7.8M)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
DECREASED
Shares33,704 from 34,019
Change-315 (-1%)
Value$24.4M (+$5.3M)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares33,554 from 24,224
Change+9,330 (+39%)
Value$24.3M (+$10.7M)
Filed 2026-11-05
Greenwood Gearhart LLC
INCREASED
Shares33,430 from 32,527
Change+903 (+3%)
Value$24.2M (+$5.9M)
Filed 2026-11-02
Pictet North America Advisors SA
INCREASED
Shares33,415 from 31,146
Change+2,269 (+7%)
Value$24.2M (+$6.7M)
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares33,356 from 36,147
Change-2,791 (-8%)
Value$24.2M (+$3.8M)
Filed 2026-10-23
KMG Fiduciary Partners, LLC
INCREASED
Shares33,140 from 32,792
Change+348 (+1%)
Value$24.0M (+$5.6M)
Filed 2026-10-14
Meiji Yasuda America Inc
INCREASED
Shares33,127 from 26,695
Change+6,432 (+24%)
Value$24.0M (+$9.0M)
Filed 2026-10-22
Hartline Investment Corp/
INCREASED
Shares33,104 from 31,201
Change+1,903 (+6%)
Value$24.0M (+$6.4M)
Filed 2026-10-29
Lazari Capital Management, Inc.
INCREASED
Shares33,068 from 32,911
Change+157 (+0%)
Value$24.0M (+$5.4M)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED
Shares32,964 from 32,366
Change+598 (+2%)
Value$23.9M (+$5.7M)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
DECREASED
Shares32,797 from 33,141
Change-344 (-1%)
Value$23.8M (+$5.1M)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares32,778 from 56,903
Change-24,125 (-42%)
Value$23.8M (-$8.3M)
Filed 2026-10-15
Bdf-Gestion
DECREASED
Shares32,778 from 42,347
Change-9,569 (-23%)
Value$23.8M (+$21.8M)
Filed 2026-10-19
Richard C. Young & Co., Ltd.
INCREASED
Shares32,589 from 31,854
Change+735 (+2%)
Value$23.6M (+$5.7M)
Filed 2026-11-04
Sawgrass Asset Management LLC
INCREASED
Shares32,516 from 23,816
Change+8,700 (+37%)
Value$23.6M (+$10.2M)
Filed 2026-11-03
Legacy Advisors, LLC
DECREASED
Shares32,447 from 33,678
Change-1,231 (-4%)
Value$23.5M (+$4.6M)
Filed 2026-10-19
Gryphon Financial Partners LLC
INCREASED
Shares32,340 from 31,757
Change+583 (+2%)
Value$23.5M (+$5.6M)
Filed 2026-11-04
Blue Zone Wealth Advisors, LLC
INCREASED
Shares32,194 from 31,928
Change+266 (+1%)
Value$23.3M (+$5.4M)
Filed 2026-10-19
General American Investors Co Inc
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$23.2M (+$5.2M)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares31,902 from 29,688
Change+2,214 (+7%)
Value$23.1M (+$6.4M)
Filed 2026-10-22
Capital Investment Advisors, LLC
INCREASED
Shares31,884 from 31,838
Change+46 (+0%)
Value$23.1M (+$5.2M)
Filed 2026-10-22
Nations Financial Group Inc,
DECREASED
Shares31,524 from 33,408
Change-1,884 (-6%)
Value$22.9M (+$4.0M)
Filed 2026-11-05
Rockline Wealth Management, LLC
DECREASED
Shares31,466 from 32,263
Change-797 (-2%)
Value$22.8M (+$4.6M)
Filed 2026-10-26
SAX Wealth Advisors, LLC
INCREASED
Shares31,457 from 8,285
Change+23,172 (+280%)
Value$22.8M (+$18.1M)
Filed 2026-10-13
CFM Wealth Partners LLC
DECREASED
Shares31,334 from 31,789
Change-455 (-1%)
Value$22.7M (+$4.8M)
Filed 2026-11-05
Lmcg Investments, LLC
INCREASED
Shares31,240 from 26,521
Change+4,719 (+18%)
Value$22.7M (+$7.7M)
Filed 2026-10-21
Maxi Investments CY Ltd
DECREASED
Shares31,200 from 45,579
Change-14,379 (-32%)
Value$22.6M (-$3.0M)
Filed 2026-10-26
Sepio Capital, LP
DECREASED
Shares31,070 from 35,394
Change-4,324 (-12%)
Value$22.5M (+$2.6M)
Filed 2026-10-22
Payden & Rygel
INCREASED
Shares31,030 from 23,410
Change+7,620 (+33%)
Value$22.5M (+$9.3M)
Filed 2026-10-28
Unicom Systems, Inc.
UNCHANGED
Shares30,985 from 30,985
Change0 (0%)
Value$22.5M (+$5.0M)
Filed 2026-10-13
Strategic Wealth Investment Group, LLC
DECREASED
Shares30,947 from 31,747
Change-800 (-3%)
Value$22.4M (+$4.6M)
Filed 2026-10-29
GHP Investment Advisors, Inc.
INCREASED
Shares30,787 from 30,248
Change+539 (+2%)
Value$22.3M (+$5.3M)
Filed 2026-10-15
KTF Investments, LLC
DECREASED
Shares30,638 from 32,597
Change-1,959 (-6%)
Value$22.2M (+$3.9M)
Filed 2026-10-23
Neumann Advisory Hong Kong Ltd
UNCHANGED
Shares30,537 from 30,537
Change0 (0%)
Value$22.1M (+$22.1M)
Filed 2026-10-08
Cortland Associates Inc
DECREASED
Shares30,520 from 31,886
Change-1,366 (-4%)
Value$22.1M (+$4.2M)
Filed 2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED
Shares30,449 from 30,444
Change+5 (+0%)
Value$21.5M (+$1.4M)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares30,410 from 26,836
Change+3,574 (+13%)
Value$22.1M (+$6.9M)
Filed 2026-10-28
F&V Capital Management, LLC
INCREASED
Shares30,366 from 30,222
Change+144 (+0%)
Value$22.0M (+$5.0M)
Filed 2026-10-19
Appleton Partners Inc
DECREASED
Shares30,271 from 34,052
Change-3,781 (-11%)
Value$22.0M (+$2.8M)
Filed 2026-10-30
Hosking Partners LLP
NEW
Shares30,225
Change+30,225
Value$21.9M
Filed 2026-10-21
City Holding Co
INCREASED
Shares30,213 from 30,035
Change+178 (+1%)
Value$21.9M (+$5.0M)
Filed 2026-10-19
Krilogy Financial LLC
INCREASED
Shares30,194 from 28,225
Change+1,969 (+7%)
Value$22.4M (+$6.5M)
Filed 2026-10-13
Harbour Trust & Investment Management Co
DECREASED
Shares29,884 from 30,609
Change-725 (-2%)
Value$21.7M (+$4.4M)
Filed 2026-10-28
Means Investment Co., Inc.
DECREASED
Shares29,602 from 30,446
Change-844 (-3%)
Value$21.5M (+$4.3M)
Filed 2026-11-03
Montaka Global Pty Ltd
INCREASED
Shares29,564 from 26,035
Change+3,529 (+14%)
Value$21.4M (+$6.8M)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares29,410 from 54,120
Change-24,710 (-46%)
Value$21.3M (-$9.2M)
Filed 2026-10-21
Guyasuta Investment Advisors Inc
DECREASED
Shares29,214 from 29,503
Change-289 (-1%)
Value$21.2M (+$4.6M)
Filed 2026-10-15
Wilson Asset Management (International) PTY LTD
NEW
Shares29,209
Change+29,209
Value$21.2M
Filed 2026-10-26
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares28,852 from 27,488
Change+1,364 (+5%)
Value$20.9M (+$5.4M)
Filed 2026-10-29
Westbourne Investment Advisors, Inc.
INCREASED
Shares28,802 from 27,786
Change+1,016 (+4%)
Value$20.9M (+$5.2M)
Filed 2026-10-20
Everest Financial Group LLC
INCREASED
Shares28,781 from 27,592
Change+1,189 (+4%)
Value$20.9M (+$5.3M)
Filed 2026-11-06
Stenger Family Office, LLC
INCREASED
Shares28,755 from 27,349
Change+1,406 (+5%)
Value$21.9M (+$6.5M)
Filed 2026-10-22
Rockland Trust Co
DECREASED
Shares28,720 from 30,564
Change-1,844 (-6%)
Value$20.8M (+$3.6M)
Filed 2026-10-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares28,653 from 27,877
Change+776 (+3%)
Value$20.8M (+$5.1M)
Filed 2026-10-23
Crystal Rock Capital Management
UNCHANGED
Shares28,626 from 28,626
Change0 (0%)
Value$20.8M (+$4.6M)
Filed 2026-10-28
Maytree Asset Management Ltd
NEW
Shares28,554
Change+28,554
Value$20.7M
Filed 2026-10-29
Clifford Swan Investment Counsel LLC
DECREASED
Shares28,273 from 30,430
Change-2,157 (-7%)
Value$20.5M (+$3.4M)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares28,261 from 25,554
Change+2,707 (+11%)
Value$20.5M (+$6.1M)
Filed 2026-10-23
Fulcrum Asset Management LLP
INCREASED
Shares28,144 from 27,270
Change+874 (+3%)
Value$20.8M (+$5.5M)
Filed 2026-11-04
Asio Capital, LLC
INCREASED
Shares28,105 from 26,742
Change+1,363 (+5%)
Value$20.4M (+$5.3M)
Filed 2026-10-19
Verdence Capital Advisors LLC
INCREASED
Shares28,063 from 23,733
Change+4,330 (+18%)
Value$20.4M (+$7.0M)
Filed 2026-10-26
Avestar Capital, LLC
DECREASED
Shares28,060 from 79,905
Change-51,845 (-65%)
Value$20.3M (-$24.7M)
Filed 2026-10-28
C WorldWide Group Holding A/S
DECREASED
Shares28,036 from 28,283
Change-247 (-1%)
Value$20.3M (+$4.4M)
Filed 2026-11-04
University of Texas S AM Investment Management Co
INCREASED
Shares27,856 from 24,369
Change+3,487 (+14%)
Value$20.2M (+$6.5M)
Filed 2026-11-03
DE Burlo Group Inc
INCREASED
Shares27,750 from 15,750
Change+12,000 (+76%)
Value$20.1M (+$11.3M)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares27,283 from 25,707
Change+1,576 (+6%)
Value$19.8M (+$5.3M)
Filed 2026-10-28
Sierra Summit Advisors LLC
INCREASED
Shares26,910 from 26,801
Change+109 (+0%)
Value$19.5M (+$4.4M)
Filed 2026-10-28
Segment Wealth Management, LLC
INCREASED
Shares26,900 from 26,484
Change+416 (+2%)
Value$19.5M (+$4.6M)
Filed 2026-10-26
Eagle Global Advisors LLC
DECREASED
Shares26,839 from 27,676
Change-837 (-3%)
Value$19.5M (+$3.9M)
Filed 2026-11-02
Burney Co/
DECREASED
Shares26,825 from 55,779
Change-28,954 (-52%)
Value$19.5M (-$12.0M)
Filed 2026-10-15
Aviance Capital Partners, LLC
INCREASED
Shares26,582 from 26,359
Change+223 (+1%)
Value$19.3M (+$4.4M)
Filed 2026-10-29
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares26,271 from 27,085
Change-814 (-3%)
Value$19.1M (+$3.8M)
Filed 2026-10-30
Tema Etfs LLC
INCREASED
Shares26,161 from 24,922
Change+1,239 (+5%)
Value$19.0M (+$4.9M)
Filed 2026-10-16
Sendero Wealth Management, LLC
INCREASED
Shares25,701 from 18,410
Change+7,291 (+40%)
Value$18.6M (+$8.3M)
Filed 2026-10-14
Granite Investment Partners, LLC
DECREASED
Shares25,206 from 27,867
Change-2,661 (-10%)
Value$18.3M (+$2.6M)
Filed 2026-11-04
Occidental Asset Management, LLC
INCREASED
Shares25,161 from 23,245
Change+1,916 (+8%)
Value$18.2M (+$5.2M)
Filed 2026-11-05
Phraction Management LLC
INCREASED
Shares25,144 from 15,964
Change+9,180 (+58%)
Value$18.2M (+$9.2M)
Filed 2026-10-14
Mirador Capital Partners LP
INCREASED
Shares25,116 from 24,857
Change+259 (+1%)
Value$18.2M (+$4.2M)
Filed 2026-10-09
Ardent Capital Management, Inc.
INCREASED
Shares25,024 from 24,657
Change+367 (+1%)
Value$18.1M (+$4.3M)
Filed 2026-10-16
First Merchants Corp
INCREASED
Shares25,009 from 21,992
Change+3,017 (+14%)
Value$18.1M (+$5.7M)
Filed 2026-10-15
LRZ Capital LLC
NEW
Shares24,870
Change+24,870
Value$18.0M
Filed 2026-11-05
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares24,860 from 24,860
Change0 (0%)
Value$18.0M (+$4.0M)
Filed 2026-10-30
Trifecta Capital Advisors, LLC
INCREASED
Shares24,788 from 24,284
Change+504 (+2%)
Value$18.0M (+$4.3M)
Filed 2026-10-21
Oxler Private Wealth LLC
DECREASED
Shares24,250 from 24,264
Change-14 (0%)
Value$17.6M (+$3.9M)
Filed 2026-10-21
Trust Asset Management LLC
DECREASED
Shares24,225 from 24,279
Change-54 (0%)
Value$17.6M (+$3.9M)
Filed 2026-11-03
S.E.E.D. Planning Group LLC
INCREASED
Shares24,200 from 22,906
Change+1,294 (+6%)
Value$17.5M (+$4.6M)
Filed 2026-10-07
BG Investment Services, LLC
INCREASED
Shares24,081 from 547
Change+23,534 (+4302%)
Value$17.5M (+$17.2M)
Filed 2026-10-23
Summit Global Investments
INCREASED
Shares24,002 from 19,327
Change+4,675 (+24%)
Value$17.4M (+$6.5M)
Filed 2026-10-28
Principle Wealth Partners LLC
INCREASED
Shares23,999 from 23,496
Change+503 (+2%)
Value$17.4M (+$4.2M)
Filed 2026-11-02
Washington Trust Bank
DECREASED
Shares23,960 from 25,185
Change-1,225 (-5%)
Value$17.4M (+$3.2M)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares23,959 from 24,259
Change-300 (-1%)
Value$17.4M (+$3.7M)
Filed 2026-11-04
First Horizon Corp
DECREASED
Shares23,900 from 24,154
Change-254 (-1%)
Value$17.3M (+$3.7M)
Filed 2026-10-26
Cornerstone Wealth Group, LLC
INCREASED
Shares23,736 from 23,262
Change+474 (+2%)
Value$17.2M (+$4.1M)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares23,625 from 22,461
Change+1,164 (+5%)
Value$14.8M (+$1.4M)
Filed 2026-11-02
Albion Financial Group
INCREASED
Shares23,572 from 23,260
Change+312 (+1%)
Value$17.1M (+$4.0M)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares23,560 from 23,548
Change+12 (+0%)
Value$17.1M (+$3.8M)
Filed 2026-11-04
LEE Danner & Bass Inc
INCREASED
Shares23,557 from 23,456
Change+101 (+0%)
Value$17.1M (+$3.9M)
Filed 2026-10-27
Philadelphia Trust Co
DECREASED
Shares23,401 from 28,779
Change-5,378 (-19%)
Value$17.0M (+$759.0K)
Filed 2026-11-05
Legacy Private Trust Co.
INCREASED
Shares23,364 from 21,744
Change+1,620 (+7%)
Value$16.9M (+$4.7M)
Filed 2026-10-06
Forum Financial Management, LP
INCREASED
Shares23,297 from 23,254
Change+43 (+0%)
Value$16.9M (+$3.8M)
Filed 2026-10-16
DSG Capital Advisors, LLC
INCREASED
Shares23,274 from 21,110
Change+2,164 (+10%)
Value$16.9M (+$2.9M)
Filed 2026-11-05
Talbot Financial, LLC
DECREASED
Shares23,222 from 26,828
Change-3,606 (-13%)
Value$16.8M (+$1.7M)
Filed 2026-10-19
Carret Asset Management, LLC
DECREASED
Shares23,039 from 23,097
Change-58 (0%)
Value$16.7M (+$3.7M)
Filed 2026-11-04
Nilsine Partners, LLC
INCREASED
Shares22,981 from 22,843
Change+138 (+1%)
Value$16.7M (+$3.8M)
Filed 2026-11-02
Bochk Asset Management Ltd
INCREASED
Shares22,960 from 21,550
Change+1,410 (+7%)
Value$16.7M (+$4.5M)
Filed 2026-10-29
GFG Capital, LLC
INCREASED
Shares22,860 from 22,639
Change+221 (+1%)
Value$16.6M (+$3.8M)
Filed 2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares22,817 from 24,671
Change-1,854 (-8%)
Value$16.5M (+$2.6M)
Filed 2026-11-05
Northside Capital Management, LLC
DECREASED
Shares22,812 from 23,209
Change-397 (-2%)
Value$16.5M (+$3.5M)
Filed 2026-10-13
AM Investment Strategies LLC
DECREASED
Shares22,747 from 23,162
Change-415 (-2%)
Value$16.5M (+$16.5M)
Filed 2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares22,729 from 22,398
Change+331 (+1%)
Value$16.5M (+$3.9M)
Filed 2026-10-08
Simon Quick Advisors, LLC
INCREASED
Shares22,693 from 21,801
Change+892 (+4%)
Value$16.5M (+$4.2M)
Filed 2026-10-26
Wallington Asset Management, LLC
INCREASED
Shares22,623 from 22,605
Change+18 (+0%)
Value$16.4M (+$3.7M)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares22,612 from 20,425
Change+2,187 (+11%)
Value$16.4M (+$4.9M)
Filed 2026-10-13
Farmers & Merchants Investments Inc
INCREASED
Shares22,493 from 21,757
Change+736 (+3%)
Value$16.3M (+$4.1M)
Filed 2026-10-22
Quadrant Private Wealth Management, LLC
DECREASED
Shares22,475 from 22,669
Change-194 (-1%)
Value$16.3M (+$3.5M)
Filed 2026-11-04
Bell Bank
INCREASED
Shares22,339 from 21,773
Change+566 (+3%)
Value$16.2M (+$3.9M)
Filed 2026-10-21
Formidable Asset Management, LLC
DECREASED
Shares22,308 from 25,339
Change-3,031 (-12%)
Value$12.7M (-$1.7M)
Filed 2026-11-03
Signal Advisors Wealth, LLC
INCREASED
Shares22,186 from 20,032
Change+2,154 (+11%)
Value$16.1M (+$4.8M)
Filed 2026-10-13
Cullen Investment Group, Ltd.
INCREASED
Shares22,133 from 20,301
Change+1,832 (+9%)
Value$16.4M (+$5.0M)
Filed 2026-10-13
Maestria Partners LLC
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$16.0M (+$3.6M)
Filed 2026-10-22
Mather Group, Llc.
DECREASED
Shares21,993 from 22,021
Change-28 (0%)
Value$15.9M (+$3.5M)
Filed 2026-10-14
Nicollet Investment Management, Inc.
INCREASED
Shares21,960 from 21,814
Change+146 (+1%)
Value$15.9M (+$3.6M)
Filed 2026-10-14
Certuity, LLC
DECREASED
Shares21,935 from 22,303
Change-368 (-2%)
Value$16.0M (+$3.4M)
Filed 2026-11-02
Convergence Investment Partners, LLC
INCREASED
Shares21,887 from 17,510
Change+4,377 (+25%)
Value$15.9M (+$6.0M)
Filed 2026-10-28
Regatta Capital Group, LLC
INCREASED
Shares21,787 from 21,601
Change+186 (+1%)
Value$15.8M (+$3.6M)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED
Shares21,786 from 21,470
Change+316 (+1%)
Value$15.8M (+$3.7M)
Filed 2026-10-08
Berbice Capital Management LLC
DECREASED
Shares21,713 from 21,823
Change-110 (0%)
Value$15.7M (+$3.5M)
Filed 2026-10-13
CV Advisors LLC
INCREASED
Shares21,685 from 20,010
Change+1,675 (+8%)
Value$15.7M (+$4.5M)
Filed 2026-10-13
Hedeker Wealth, LLC
INCREASED
Shares21,500 from 19,943
Change+1,557 (+8%)
Value$15.6M (+$4.4M)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares21,451 from 14,207
Change+7,244 (+51%)
Value$15.6M (+$7.6M)
Filed 2026-10-08
Ayalon Insurance Comp Ltd.
INCREASED
Shares21,400 from 14,400
Change+7,000 (+49%)
Value$15.5M (+$15.5M)
Filed 2026-10-08
Procyon Advisors, LLC
DECREASED
Shares21,257 from 24,100
Change-2,843 (-12%)
Value$15.4M (+$1.8M)
Filed 2026-10-21
BLB&B Advisors, LLC
DECREASED
Shares21,091 from 22,817
Change-1,726 (-8%)
Value$15.3M (+$2.4M)
Filed 2026-10-27
Welch Group, LLC
INCREASED
Shares21,054 from 19,595
Change+1,459 (+7%)
Value$15.3M (+$4.2M)
Filed 2026-10-29
HCR Wealth Advisors
INCREASED
Shares21,014 from 20,342
Change+672 (+3%)
Value$15.2M (+$3.8M)
Filed 2026-10-15
Chemistry Wealth Management LLC
DECREASED
Shares20,981 from 21,034
Change-53 (0%)
Value$15.2M (+$3.4M)
Filed 2026-10-16
Leuthold Group, LLC
INCREASED
Shares20,939 from 19,101
Change+1,838 (+10%)
Value$15.2M (+$4.4M)
Filed 2026-11-04
Thompson Investment Management, Inc.
INCREASED
Shares20,782 from 20,504
Change+278 (+1%)
Value$15.1M (+$3.5M)
Filed 2026-10-14
Jacobi Capital Management LLC
INCREASED
Shares20,777 from 20,591
Change+186 (+1%)
Value$15.1M (+$3.5M)
Filed 2026-11-05
BAR Harbor Wealth Management
INCREASED
Shares20,687 from 7,931
Change+12,756 (+161%)
Value$15.0M (+$10.5M)
Filed 2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares20,680 from 26,666
Change-5,986 (-22%)
Value$15.0M (-$24.0K)
Filed 2026-11-03
Bensler, LLC
INCREASED
Shares20,667 from 18,502
Change+2,165 (+12%)
Value$15.0M (+$4.6M)
Filed 2026-11-05
Ascent Wealth Partners, LLC
DECREASED
Shares20,615 from 20,700
Change-85 (0%)
Value$14.9M (+$3.3M)
Filed 2026-10-23
Marietta Wealth Management, LLC
INCREASED
Shares20,611 from 19,917
Change+694 (+3%)
Value$15.2M (+$4.0M)
Filed 2026-10-22
Cigna Investments Inc
DECREASED
Shares20,562 from 20,777
Change-215 (-1%)
Value$14.9M (+$3.2M)
Filed 2026-10-19
IPG Investment Advisors LLC
INCREASED
Shares20,502 from 16,944
Change+3,558 (+21%)
Value$14.9M (+$5.3M)
Filed 2026-10-30
Willis Investment Counsel
INCREASED
Shares20,497 from 19,367
Change+1,130 (+6%)
Value$14.9M (+$4.0M)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
INCREASED
Shares20,364 from 19,731
Change+633 (+3%)
Value$14.8M (+$3.7M)
Filed 2026-11-05
Aaron Wealth Advisors LLC
DECREASED
Shares20,303 from 21,425
Change-1,122 (-5%)
Value$14.7M (+$2.7M)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares20,285 from 19,032
Change+1,253 (+7%)
Value$14.7M (+$4.0M)
Filed 2026-10-23
Integrity Alliance, Llc.
DECREASED
Shares20,275 from 21,148
Change-873 (-4%)
Value$14.7M (+$2.8M)
Filed 2026-10-29
Central Bank & Trust Co
DECREASED
Shares20,203 from 20,558
Change-355 (-2%)
Value$14.7M (+$3.1M)
Filed 2026-10-09
Everhart Financial Group, Inc.
INCREASED
Shares20,178 from 19,171
Change+1,007 (+5%)
Value$14.6M (+$3.8M)
Filed 2026-10-08
Q Fund Management (Hong Kong) Ltd
NEW
Shares20,170
Change+20,170
Value$14.6M
Filed 2026-10-14
Fagan Associates, Inc.
INCREASED
Shares20,102 from 19,430
Change+672 (+3%)
Value$14.6M (+$3.6M)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares20,010 from 1,007
Change+19,003 (+1887%)
Value$14.5M (+$13.9M)
Filed 2026-10-30
Ninety One SA (PTY) Ltd
INCREASED
Shares19,939 from 1,433
Change+18,506 (+1291%)
Value$14.5M (+$13.7M)
Filed 2026-10-15
Grant Private Wealth Management Inc
DECREASED
Shares19,912 from 26,165
Change-6,253 (-24%)
Value$14.4M (-$298.9K)
Filed 2026-10-19
N10 Wealth, LLC
INCREASED
Shares19,904 from 15,815
Change+4,089 (+26%)
Value$14.4M (+$5.5M)
Filed 2026-10-14
International Assets Investment Management, LLC
DECREASED
Shares19,853 from 21,858
Change-2,005 (-9%)
Value$14.4M (+$1.0M)
Filed 2026-11-02
Sigma Investment Counselors Inc
INCREASED
Shares19,828 from 16,325
Change+3,503 (+21%)
Value$14.4M (+$5.2M)
Filed 2026-10-27
Ashton Thomas Securities, LLC
INCREASED
Shares19,825 from 18,594
Change+1,231 (+7%)
Value$14.4M (+$3.9M)
Filed 2026-10-26
Marks Group Wealth Management, Inc
DECREASED
Shares19,677 from 20,439
Change-762 (-4%)
Value$14.3M (+$2.8M)
Filed 2026-11-05
Left Brain Wealth Management, LLC
INCREASED
Shares19,654 from 17,870
Change+1,784 (+10%)
Value$14.3M (+$4.2M)
Filed 2026-10-28
RDA Financial Network
INCREASED
Shares19,470 from 18,877
Change+593 (+3%)
Value$14.1M (+$3.5M)
Filed 2026-10-15
Covenant Asset Management, LLC
DECREASED
Shares19,432 from 19,754
Change-322 (-2%)
Value$14.1M (+$3.0M)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares19,348 from 19,264
Change+84 (+0%)
Value$14.0M (+$3.2M)
Filed 2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED
Shares19,335 from 17,559
Change+1,776 (+10%)
Value$14.0M (+$4.1M)
Filed 2026-11-04
Penobscot Investment Management Company, Inc.
INCREASED
Shares19,301 from 19,299
Change+2 (+0%)
Value$14.0M (+$3.1M)
Filed 2026-10-26
Burns J W & Co Inc
INCREASED
Shares19,213 from 18,929
Change+284 (+2%)
Value$13.9M (+$3.3M)
Filed 2026-10-20
Patton Albertson Miller Group, LLC
INCREASED
Shares19,077 from 18,730
Change+347 (+2%)
Value$13.8M (+$3.3M)
Filed 2026-10-26
180 Wealth Advisors, LLC
INCREASED
Shares19,068 from 17,239
Change+1,829 (+11%)
Value$13.8M (+$4.1M)
Filed 2026-11-03
Parametrica Management Ltd
INCREASED
Shares19,040 from 16,160
Change+2,880 (+18%)
Value$13.8M (+$4.7M)
Filed 2026-10-27
Sound Income Strategies, LLC
DECREASED
Shares18,948 from 18,959
Change-11 (0%)
Value$13.7M (+$3.0M)
Filed 2026-10-09
Norden Group LLC
INCREASED
Shares18,900 from 16,992
Change+1,908 (+11%)
Value$13.7M (+$4.1M)
Filed 2026-10-20
Blume Capital Management, Inc.
DECREASED
Shares18,815 from 18,883
Change-68 (0%)
Value$13.6M (+$3.0M)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED
Shares18,808 from 19,444
Change-636 (-3%)
Value$13.6M (+$2.7M)
Filed 2026-10-13
Clarity Wealth Advisors, LLC
INCREASED
Shares18,514 from 18,356
Change+158 (+1%)
Value$13.4M (+$3.1M)
Filed 2026-10-21
Intact Investment Management Inc.
DECREASED
Shares18,500 from 21,600
Change-3,100 (-14%)
Value$13.4M (+$1.2M)
Filed 2026-11-03
Asset One Wealth Management LLC
INCREASED
Shares18,405 from 16,053
Change+2,352 (+15%)
Value$13.3M (+$2.4M)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares18,318 from 21,159
Change-2,841 (-13%)
Value$13.3M (+$1.4M)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares18,311 from 11,445
Change+6,866 (+60%)
Value$13.3M (+$6.8M)
Filed 2026-10-26
Claro Advisors Inc.
INCREASED
Shares18,293 from 17,469
Change+824 (+5%)
Value$13.3M (+$3.4M)
Filed 2026-11-02
Facet Wealth, Inc.
INCREASED
Shares18,291 from 16,266
Change+2,025 (+12%)
Value$13.3M (+$4.1M)
Filed 2026-11-04
James Investment Research, Inc.
INCREASED
Shares18,027 from 16,880
Change+1,147 (+7%)
Value$13.1M (+$3.6M)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
DECREASED
Shares17,956 from 20,920
Change-2,964 (-14%)
Value$13.0M (+$1.2M)
Filed 2026-10-26
Balboa Wealth Partners
INCREASED
Shares17,901 from 17,423
Change+478 (+3%)
Value$13.0M (+$3.2M)
Filed 2026-10-20
HS Management Partners, LLC
DECREASED
Shares17,860 from 25,409
Change-7,549 (-30%)
Value$13.0M (-$1.4M)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED
Shares17,838 from 18,615
Change-777 (-4%)
Value$12.9M (+$2.5M)
Filed 2026-10-08
Ring Mountain Capital, LLC
DECREASED
Shares17,833 from 18,490
Change-657 (-4%)
Value$12.9M (+$2.5M)
Filed 2026-10-13
Compass Financial Management LLC
INCREASED
Shares17,803 from 15,637
Change+2,166 (+14%)
Value$12.9M (+$4.0M)
Filed 2026-10-30
Saxony Capital Management, LLC
DECREASED
Shares17,737 from 17,784
Change-47 (0%)
Value$12.9M (+$2.8M)
Filed 2026-10-15
N10 Assets, LLC
INCREASED
Shares17,704 from 15,251
Change+2,453 (+16%)
Value$12.8M (+$4.2M)
Filed 2026-10-14
Pegasus Asset Management, Inc.
INCREASED
Shares17,675 from 17,465
Change+210 (+1%)
Value$12.8M (+$3.0M)
Filed 2026-11-03
Neville Rodie & Shaw Inc
DECREASED
Shares17,632 from 24,524
Change-6,892 (-28%)
Value$12.8K (-$1.0K)
Filed 2026-10-05
Lynch Asset Management, Inc.
UNCHANGED
Shares17,625 from 17,625
Change0 (0%)
Value$12.8M (+$2.9M)
Filed 2026-10-28
Geneva Partners, LLC
INCREASED
Shares17,615 from 9,408
Change+8,207 (+87%)
Value$12.8M (+$7.5M)
Filed 2026-10-26
Equitable Trust Co
DECREASED
Shares17,582 from 19,331
Change-1,749 (-9%)
Value$12.8M (+$1.9M)
Filed 2026-10-13
Independence Bank of Kentucky
DECREASED
Shares17,573 from 18,198
Change-625 (-3%)
Value$12.7M (+$2.5M)
Filed 2026-10-26
Visionary Wealth Advisors
DECREASED
Shares17,531 from 17,812
Change-281 (-2%)
Value$12.7M (+$2.7M)
Filed 2026-11-04
Orange Investment Advisors, Inc.
INCREASED
Shares17,436 from 15,016
Change+2,420 (+16%)
Value$12.6M (+$4.2M)
Filed 2026-10-23
SevenBridge Financial Group, LLC
INCREASED
Shares17,389 from 17,205
Change+184 (+1%)
Value$12.1M (+$1.9M)
Filed 2026-10-26
Portfolio Design Labs, LLC
INCREASED
Shares17,356 from 17,042
Change+314 (+2%)
Value$12.6M (+$3.0M)
Filed 2026-11-04
Activest Wealth Management
DECREASED
Shares17,349 from 17,588
Change-239 (-1%)
Value$12.6M (+$2.7M)
Filed 2026-10-15
Conning Inc.
INCREASED
Shares17,300 from 16,469
Change+831 (+5%)
Value$12.5M (+$3.3M)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares17,231 from 16,931
Change+300 (+2%)
Value$12.5M (+$3.0M)
Filed 2026-10-14
Thompson Siegel & Walmsley LLC
INCREASED
Shares17,228 from 17,133
Change+95 (+1%)
Value$12.5M (+$2.8M)
Filed 2026-11-05
Sky Investment Group LLC
INCREASED
Shares17,074 from 16,242
Change+832 (+5%)
Value$12.4M (+$3.2M)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
INCREASED
Shares17,050 from 17,039
Change+11 (+0%)
Value$12.4M (+$2.8M)
Filed 2026-10-21
TradeWell Securities, Llc.
INCREASED
Shares17,009 from 16,521
Change+488 (+3%)
Value$12.3M (+$3.0M)
Filed 2026-10-21
SeaBridge Investment Advisors LLC
INCREASED
Shares17,009 from 16,609
Change+400 (+2%)
Value$12.3M (+$3.0M)
Filed 2026-11-02
Zweig-DiMenna Associates LLC
DECREASED
Shares16,985 from 26,520
Change-9,535 (-36%)
Value$12.3M (-$2.6M)
Filed 2026-11-06
United Capital Management of KS, Inc.
INCREASED
Shares16,927 from 16,054
Change+873 (+5%)
Value$12.3M (+$3.2M)
Filed 2026-11-04
RMR Wealth Builders
INCREASED
Shares16,920 from 16,315
Change+605 (+4%)
Value$12.3M (+$3.1M)
Filed 2026-10-22
Kintegral Advisory, LLC
INCREASED
Shares16,908 from 16,813
Change+95 (+1%)
Value$12.3M (+$2.8M)
Filed 2026-10-16
Elyxium Wealth, LLC
INCREASED
Shares16,880 from 16,804
Change+76 (+0%)
Value$12.2M (+$2.8M)
Filed 2026-10-27
Cullinan Associates Inc
DECREASED
Shares16,879 from 20,521
Change-3,642 (-18%)
Value$12.2M (+$681.0K)
Filed 2026-11-03
Perpetual Ltd
DECREASED
Shares16,750 from 17,190
Change-440 (-3%)
Value$12.1M (+$2.5M)
Filed 2026-10-13
Mitchell Capital Management Co
DECREASED
Shares16,728 from 16,813
Change-85 (-1%)
Value$12.1M (+$2.7M)
Filed 2026-10-29
Community Financial Services Group, LLC
INCREASED
Shares16,718 from 16,696
Change+22 (+0%)
Value$12.1M (+$1.9M)
Filed 2026-10-15
Redwood Park Advisors LLC
DECREASED
Shares16,571 from 17,528
Change-957 (-5%)
Value$12.0M (+$2.1M)
Filed 2026-11-02
Wright Investors Service Inc
DECREASED
Shares16,555 from 16,736
Change-181 (-1%)
Value$12.0M (+$2.6M)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares16,527 from 16,807
Change-280 (-2%)
Value$12.0M (+$2.5M)
Filed 2026-10-30
Gibbs Wealth Management
INCREASED
Shares16,420 from 13,032
Change+3,388 (+26%)
Value$11.9M (+$4.6M)
Filed 2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares16,400 from 16,387
Change+13 (+0%)
Value$11.9M (+$2.7M)
Filed 2026-10-21
Kercheville Advisors, LLC
INCREASED
Shares16,378 from 13,634
Change+2,744 (+20%)
Value$11.9M (+$4.2M)
Filed 2026-10-19
Oriental Harbor Investment Master Fund
INCREASED
Shares16,374 from 241
Change+16,133 (+6694%)
Value$11.9M (+$11.7M)
Filed 2026-10-22
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares16,368 from 48,212
Change-31,844 (-66%)
Value$11.9M (-$15.3M)
Filed 2026-10-20
Aurora Investment Managers, Llc.
DECREASED
Shares16,328 from 16,347
Change-19 (0%)
Value$11.8M (+$11.8M)
Filed 2026-10-15
Weaver Capital Management LLC
INCREASED
Shares16,313 from 8,353
Change+7,960 (+95%)
Value$11.8M (+$7.1M)
Filed 2026-10-15
Resonant Capital Advisors, LLC
INCREASED
Shares16,309 from 14,547
Change+1,762 (+12%)
Value$11.8M (+$3.6M)
Filed 2026-10-15
Waldron Private Wealth LLC
INCREASED
Shares16,309 from 16,148
Change+161 (+1%)
Value$11.8M (+$2.7M)
Filed 2026-11-02
Premier Path Wealth Partners, LLC
DECREASED
Shares16,309 from 16,344
Change-35 (0%)
Value$11.8M (+$2.6M)
Filed 2026-10-16
Hendershot Investments Inc.
INCREASED
Shares16,270 from 16,109
Change+161 (+1%)
Value$11.8M (+$2.7M)
Filed 2026-11-05
Portside Wealth Group, LLC
INCREASED
Shares16,260 from 14,755
Change+1,505 (+10%)
Value$11.8M (+$3.5M)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares16,220 from 16,760
Change-540 (-3%)
Value$11.8M (+$2.3M)
Filed 2026-10-27
Deltec Asset Management LLC
DECREASED
Shares16,139 from 21,101
Change-4,962 (-24%)
Value$11.7M (-$182.3K)
Filed 2026-10-26
Louisbourg Investments Inc.
DECREASED
Shares16,126 from 17,224
Change-1,098 (-6%)
Value$9.4M (+$1.7M)
Filed 2026-10-20
Capital Asset Advisory Services LLC
INCREASED
Shares16,105 from 14,981
Change+1,124 (+8%)
Value$10.5M (+$2.1M)
Filed 2026-10-30
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares16,100 from 16,100
Change0 (0%)
Value$9.1M ($0)
Filed 2026-10-15
CRA Financial Services, LLC
INCREASED
Shares16,074 from 15,734
Change+340 (+2%)
Value$11.7M (+$2.8M)
Filed 2026-10-16
Jamison Private Wealth Management, Inc.
INCREASED
Shares15,965 from 15,598
Change+367 (+2%)
Value$11.6M (+$2.8M)
Filed 2026-10-14
Westside Investment Management, Inc.
INCREASED
Shares15,936 from 15,929
Change+7 (+0%)
Value$11.6M (+$2.6M)
Filed 2026-11-02
Allen Capital Group, LLC
INCREASED
Shares15,874 from 15,480
Change+394 (+3%)
Value$11.5M (+$2.8M)
Filed 2026-10-27
Snider Financial Group
DECREASED
Shares15,857 from 17,835
Change-1,978 (-11%)
Value$11.5M (+$1.5M)
Filed 2026-10-16
Perennial Advisors, LLC
DECREASED
Shares15,854 from 16,394
Change-540 (-3%)
Value$11.5M (+$2.3M)
Filed 2026-10-13
Trust Co of Toledo NA
INCREASED
Shares15,842 from 15,469
Change+373 (+2%)
Value$11.5M (+$2.8M)
Filed 2026-10-16
R.H. Dinel Investment Counsel, Inc.
UNCHANGED
Shares15,825 from 15,825
Change0 (0%)
Value$11.5M (+$2.6M)
Filed 2026-10-14
Alta Advisers Ltd
INCREASED
Shares15,789 from 8,560
Change+7,229 (+84%)
Value$11.4M (+$6.6M)
Filed 2026-11-02
Journey Advisory Group, LLC
DECREASED
Shares15,717 from 15,849
Change-132 (-1%)
Value$11.4M (+$2.5M)
Filed 2026-11-04
Moody National Bank Trust Division
DECREASED
Shares15,707 from 18,170
Change-2,463 (-14%)
Value$11.4M (+$1.2M)
Filed 2026-10-06
Unison Advisors LLC
INCREASED
Shares15,653 from 15,641
Change+12 (+0%)
Value$11.4M (+$2.5M)
Filed 2026-10-29
White Pine Investment Co
DECREASED
Shares15,575 from 15,756
Change-181 (-1%)
Value$11.3M (+$2.4M)
Filed 2026-10-15
Westwood Wealth Management
DECREASED
Shares15,539 from 21,050
Change-5,511 (-26%)
Value$11.3M (-$588.6K)
Filed 2026-10-29
Wealth Architects, LLC
DECREASED
Shares15,456 from 16,064
Change-608 (-4%)
Value$11.2M (+$2.2M)
Filed 2026-11-03
Myriad Asset Management Advisors LLC
INCREASED
Shares15,416 from 8,000
Change+7,416 (+93%)
Value$11.2M (+$6.7M)
Filed 2026-11-03
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares15,382 from 16,243
Change-861 (-5%)
Value$11.2M (+$2.0M)
Filed 2026-10-16
Lockheed Martin Investment Management Co
DECREASED
Shares15,380 from 91,680
Change-76,300 (-83%)
Value$11.2M (-$40.5M)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED
Shares15,373 from 15,253
Change+120 (+1%)
Value$11.1M (+$2.6M)
Filed 2026-10-16
LS Investment Advisors, LLC
DECREASED
Shares15,321 from 17,649
Change-2,328 (-13%)
Value$11.1M (+$1.2M)
Filed 2026-10-13
Gunderson Capital Management LLC
NEW
Shares15,294
Change+15,294
Value$11.1M
Filed 2026-10-15
Accurate Wealth Management, LLC
INCREASED
Shares15,283 from 14,890
Change+393 (+3%)
Value$11.6M (+$1.7M)
Filed 2026-10-20
Anchyra Partners LLC
INCREASED
Shares15,222 from 13,990
Change+1,232 (+9%)
Value$11.0M (+$3.2M)
Filed 2026-10-13
True North Advisors, LLC
DECREASED
Shares15,062 from 17,631
Change-2,569 (-15%)
Value$10.9M (+$991.5K)
Filed 2026-10-22
JB Capital LLC
INCREASED
Shares15,022 from 14,922
Change+100 (+1%)
Value$10.9M (+$2.5M)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
INCREASED
Shares15,020 from 10,717
Change+4,303 (+40%)
Value$10.9M (+$4.9M)
Filed 2026-10-22
M Holdings Securities, Inc.
INCREASED
Shares15,013 from 14,891
Change+122 (+1%)
Value$9.8K (-$8.4M)
Filed 2026-11-03
RWQ Financial Management Services, Inc.
INCREASED
Shares14,970 from 7,706
Change+7,264 (+94%)
Value$10.9M (+$6.5M)
Filed 2026-10-19
Prosperitas Financial LLC
INCREASED
Shares14,954 from 13,802
Change+1,152 (+8%)
Value$10.8M (+$3.1M)
Filed 2026-10-28
Advisory Resource Group
INCREASED
Shares14,918 from 4,119
Change+10,799 (+262%)
Value$10.8M (+$8.5M)
Filed 2026-10-26
AlphaStar Capital Management, LLC
INCREASED
Shares14,901 from 14,013
Change+888 (+6%)
Value$10.8M (+$2.9M)
Filed 2026-10-16
Solidarity Wealth, LLC
DECREASED
Shares14,893 from 14,963
Change-70 (0%)
Value$10.8M (+$2.4M)
Filed 2026-10-15
Garde Capital, Inc.
INCREASED
Shares14,861 from 14,317
Change+544 (+4%)
Value$10.8M (+$2.7M)
Filed 2026-10-29
Ceera Investments, LLC
DECREASED
Shares14,861 from 14,964
Change-103 (-1%)
Value$10.8M (+$2.3M)
Filed 2026-11-02
Selective Wealth Management, Inc.
INCREASED
Shares14,793 from 14,523
Change+270 (+2%)
Value$10.9M (+$1.5M)
Filed 2026-10-16
YHB Investment Advisors, Inc.
INCREASED
Shares14,745 from 14,567
Change+178 (+1%)
Value$10.7M (+$2.5M)
Filed 2026-10-08
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares14,647 from 14,145
Change+502 (+4%)
Value$10.6M (+$2.7M)
Filed 2026-10-13
Premier Fund Managers Ltd
INCREASED
Shares14,617 from 7,216
Change+7,401 (+103%)
Value$10.8K (-$4.0M)
Filed 2026-11-02
Mystic Asset Management, Inc.
DECREASED
Shares14,545 from 16,014
Change-1,469 (-9%)
Value$10.5M (+$1.5M)
Filed 2026-10-15
Naples Global Advisors, LLC
INCREASED
Shares14,514 from 14,411
Change+103 (+1%)
Value$10.5M (+$2.4M)
Filed 2026-11-05
Quattro Financial Advisors LLC
DECREASED
Shares14,489 from 16,585
Change-2,096 (-13%)
Value$10.5M (+$1.2M)
Filed 2026-10-15
Aviso Wealth Management
INCREASED
Shares14,455 from 14,318
Change+137 (+1%)
Value$10.5M (+$2.4M)
Filed 2026-11-04
Rayburn West Financial Services LLC
INCREASED
Shares14,411 from 11,280
Change+3,131 (+28%)
Value$10.5M (+$4.0M)
Filed 2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares14,353 from 14,216
Change+137 (+1%)
Value$10.4M (+$2.4M)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares14,347 from 14,494
Change-147 (-1%)
Value$10.4M (+$2.2M)
Filed 2026-11-05
Sicart Associates LLC
DECREASED
Shares14,342 from 14,530
Change-188 (-1%)
Value$10.2M (+$2.0M)
Filed 2026-10-29
Buttonwood Financial Advisors Inc.
DECREASED
Shares14,313 from 14,339
Change-26 (0%)
Value$10.4M (+$2.3M)
Filed 2026-10-13
Eos Management, L.P.
UNCHANGED
Shares14,198 from 14,198
Change0 (0%)
Value$10.3M (+$2.3M)
Filed 2026-10-27
Nichols & Pratt Advisers LLP
INCREASED
Shares14,180 from 3,766
Change+10,414 (+277%)
Value$10.3M (+$8.2M)
Filed 2026-10-13
Strategic Blueprint, LLC
DECREASED
Shares14,168 from 14,526
Change-358 (-2%)
Value$10.3M (+$2.1M)
Filed 2026-10-22
Middleton & Co Inc
DECREASED
Shares14,150 from 14,481
Change-331 (-2%)
Value$10.3M (+$2.1M)
Filed 2026-10-23
Everett Harris & Co
INCREASED
Shares14,132 from 14,109
Change+23 (+0%)
Value$10.2M (+$2.3M)
Filed 2026-10-28
Cane Capital Partners, LLC
DECREASED
Shares14,081 from 15,906
Change-1,825 (-11%)
Value$10.2M (+$1.3M)
Filed 2026-10-23
Platform Technology Partners
INCREASED
Shares14,040 from 13,838
Change+202 (+1%)
Value$10.2M (+$2.4M)
Filed 2026-11-02
Capricorn Fund Managers Ltd
INCREASED
Shares14,000 from 13,500
Change+500 (+4%)
Value$10.2M (+$2.5M)
Filed 2026-11-03
Linden Thomas Advisory Services, LLC
DECREASED
Shares13,997 from 14,013
Change-16 (0%)
Value$10.2M (+$2.3M)
Filed 2026-10-19
Brown Shipley& Co Ltd
INCREASED
Shares13,992 from 13,621
Change+371 (+3%)
Value$10.1M (+$2.5M)
Filed 2026-10-09
Strategic Advisors LLC
INCREASED
Shares13,953 from 13,577
Change+376 (+3%)
Value$10.1M (+$2.5M)
Filed 2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares13,952 from 14,085
Change-133 (-1%)
Value$10.1M (+$2.2M)
Filed 2026-11-02
Cypress Capital Group
INCREASED
Shares13,881 from 13,710
Change+171 (+1%)
Value$10.1M (+$2.3M)
Filed 2026-11-03
Griffith & Werner, Inc.
INCREASED
Shares13,806 from 13,301
Change+505 (+4%)
Value$10.0M (+$2.5M)
Filed 2026-11-04
McKinley Carter Wealth Services, Inc.
INCREASED
Shares13,760 from 13,635
Change+125 (+1%)
Value$10.0M (+$2.3M)
Filed 2026-10-16
Lake Street Private Wealth, LLC
INCREASED
Shares13,743 from 13,638
Change+105 (+1%)
Value$10.0M (+$2.3M)
Filed 2026-10-22
Ascentis Independent Advisors
INCREASED
Shares13,708 from 64
Change+13,644 (+21319%)
Value$10.0M (+$9.9M)
Filed 2026-11-03
Finer Wealth Management, Inc.
INCREASED
Shares13,690 from 13,536
Change+154 (+1%)
Value$9.9M (+$2.3M)
Filed 2026-10-16
Kennon-Green & Company, LLC
DECREASED
Shares13,675 from 13,876
Change-201 (-1%)
Value$9.9M (+$2.1M)
Filed 2026-10-05
Harbor Investment Advisory, LLC
INCREASED
Shares13,656 from 13,596
Change+60 (+0%)
Value$9.9M (+$2.2M)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares13,632 from 12,190
Change+1,442 (+12%)
Value$9.9M (+$3.0M)
Filed 2026-10-19
San Luis Wealth Advisors LLC
INCREASED
Shares13,436 from 11,515
Change+1,921 (+17%)
Value$9.7M (+$3.3M)
Filed 2026-10-27
Walter Public Investments Inc.
DECREASED
Shares13,381 from 16,144
Change-2,763 (-17%)
Value$9.7M (+$609.9K)
Filed 2026-11-05
Congress Park Capital LLC
DECREASED
Shares13,375 from 13,686
Change-311 (-2%)
Value$9.7M (+$2.0M)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
DECREASED
Shares13,334 from 17,515
Change-4,181 (-24%)
Value$9.7M (-$196.3K)
Filed 2026-10-21
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares13,332 from 13,160
Change+172 (+1%)
Value$9.7M (+$2.3M)
Filed 2026-10-09
Modera Wealth Management, LLC
INCREASED
Shares13,101 from 10,882
Change+2,219 (+20%)
Value$9.5M (+$3.4M)
Filed 2026-10-28
Linscomb Wealth, Inc.
DECREASED
Shares13,093 from 13,167
Change-74 (-1%)
Value$9.5M (+$2.1M)
Filed 2026-11-05
Summit Wealth Group LLC / Co
INCREASED
Shares13,081 from 3,807
Change+9,274 (+244%)
Value$9.5M (+$7.3M)
Filed 2026-10-29
Secure Asset Management, LLC
INCREASED
Shares13,064 from 8,120
Change+4,944 (+61%)
Value$9.5M (+$4.9M)
Filed 2026-10-19
Focused Wealth Management, Inc
INCREASED
Shares13,050 from 12,681
Change+369 (+3%)
Value$9.5M (+$2.3M)
Filed 2026-10-30
TBH Global Asset Management, LLC
INCREASED
Shares13,010 from 12,670
Change+340 (+3%)
Value$9.4M (+$2.3M)
Filed 2026-11-03
West Branch Capital LLC
INCREASED
Shares13,004 from 12,646
Change+358 (+3%)
Value$9.4M (+$2.3M)
Filed 2026-10-20
Angeles Wealth Management, LLC
DECREASED
Shares12,975 from 13,190
Change-215 (-2%)
Value$9.4M (+$2.0M)
Filed 2026-10-26
Trust Point Inc.
INCREASED
Shares12,973 from 8,919
Change+4,054 (+45%)
Value$9.4M (+$4.4M)
Filed 2026-10-27
3Chopt Investment Partners, LLC
INCREASED
Shares12,953 from 12,753
Change+200 (+2%)
Value$9.4M (+$2.2M)
Filed 2026-10-30
Sara-Bay Financial
DECREASED
Shares12,925 from 13,431
Change-506 (-4%)
Value$9.4M (+$1.8M)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
DECREASED
Shares12,925 from 13,353
Change-428 (-3%)
Value$9.4M (+$1.9M)
Filed 2026-11-04
AdvisorNet Financial, Inc
DECREASED
Shares12,812 from 14,709
Change-1,897 (-13%)
Value$9.4M (+$1.2M)
Filed 2026-10-15
United Advisor Group, LLC
INCREASED
Shares12,806 from 11,842
Change+964 (+8%)
Value$9.3M (+$2.6M)
Filed 2026-11-03
Jericho Financial, LLP
INCREASED
Shares12,795 from 12,536
Change+259 (+2%)
Value$9.3M (+$2.2M)
Filed 2026-10-13
Highline Wealth Partners LLC
DECREASED
Shares12,736 from 13,849
Change-1,113 (-8%)
Value$9.2M (+$1.4M)
Filed 2026-10-19
Mindset Wealth Management, LLC
INCREASED
Shares12,720 from 12,714
Change+6 (+0%)
Value$9.2M (+$2.1M)
Filed 2026-10-19
Verus Capital Partners, LLC
INCREASED
Shares12,718 from 12,150
Change+568 (+5%)
Value$9.2M (+$2.4M)
Filed 2026-11-03
Greater Midwest Financial Group, LLC
DECREASED
Shares12,717 from 12,739
Change-22 (0%)
Value$9.2M (+$2.0M)
Filed 2026-10-13
JLB & Associates Inc
DECREASED
Shares12,668 from 12,826
Change-158 (-1%)
Value$7.1M (-$89.0K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
INCREASED
Shares12,648 from 12,487
Change+161 (+1%)
Value$9.2M (+$2.1M)
Filed 2026-10-01
Nvwm, LLC
INCREASED
Shares12,617 from 12,466
Change+151 (+1%)
Value$9.1M (+$2.1M)
Filed 2026-10-14
Integrated Advisors Network LLC
DECREASED
Shares12,599 from 13,912
Change-1,313 (-9%)
Value$9.1M (+$1.3M)
Filed 2026-10-20
Kingstone Capital Partners Texas, LLC
NEW
Shares12,586
Change+12,586
Value$9.1M
Filed 2026-11-03
Kestra Investment Management, LLC
DECREASED
Shares12,548 from 14,019
Change-1,471 (-10%)
Value$9.1M (+$1.2M)
Filed 2026-11-04
Boothe Investment Group, Inc.
INCREASED
Shares12,537 from 11,874
Change+663 (+6%)
Value$9.1M (+$2.4M)
Filed 2026-10-22
GFS Advisors, LLC
INCREASED
Shares12,528 from 11,411
Change+1,117 (+10%)
Value$9.1M (+$9.0M)
Filed 2026-11-03
Goelzer Investment Management, Inc.
DECREASED
Shares12,471 from 12,626
Change-155 (-1%)
Value$9.0M (+$1.9M)
Filed 2026-10-16
Cypress Asset Management Inc
DECREASED
Shares12,468 from 14,760
Change-2,292 (-16%)
Value$9.0M (+$727.4K)
Filed 2026-10-09
AMG National Trust Bank
DECREASED
Shares12,385 from 12,633
Change-248 (-2%)
Value$9.0M (+$1.9M)
Filed 2026-11-05
Zullo Investment Group, Inc.
DECREASED
Shares12,385 from 12,467
Change-82 (-1%)
Value$9.0M (+$2.0M)
Filed 2026-10-20
First Interstate Bank
INCREASED
Shares12,373 from 7,655
Change+4,718 (+62%)
Value$9.0M (+$4.7M)
Filed 2026-10-23
Iowa State Bank
DECREASED
Shares12,361 from 14,496
Change-2,135 (-15%)
Value$9.0M (+$798.5K)
Filed 2026-10-06
PDS Planning, Inc
DECREASED
Shares12,345 from 12,542
Change-197 (-2%)
Value$9.0M (+$1.9M)
Filed 2026-11-03
Formuepleje A/S
INCREASED
Shares12,301 from 12,264
Change+37 (+0%)
Value$8.9M (+$2.0M)
Filed 2026-10-15
Consolidated Capital Management, LLC
DECREASED
Shares12,278 from 12,300
Change-22 (0%)
Value$8.9M (+$2.0M)
Filed 2026-10-13
Scott & Selber, Inc.
INCREASED
Shares12,277 from 12,233
Change+44 (+0%)
Value$8.9M (+$2.0M)
Filed 2026-10-21
Magnus Financial Group LLC
INCREASED
Shares12,191 from 11,873
Change+318 (+3%)
Value$8.8M (+$2.2M)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares12,187 from 13,968
Change-1,781 (-13%)
Value$8.8M (+$969.5K)
Filed 2026-10-29
Little House Capital LLC
DECREASED
Shares12,175 from 14,606
Change-2,431 (-17%)
Value$8.8M (+$601.5K)
Filed 2026-11-06
Founders Financial Securities LLC
INCREASED
Shares12,161 from 11,274
Change+887 (+8%)
Value$8.8M (+$2.5M)
Filed 2026-10-28
Harrell Investment Partners, LLC
DECREASED
Shares12,107 from 12,177
Change-70 (-1%)
Value$8.8M (+$1.9M)
Filed 2026-10-15
Dillon & Associates Inc
DECREASED
Shares12,083 from 12,126
Change-43 (0%)
Value$8.8M (+$1.9M)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares12,051 from 12,713
Change-662 (-5%)
Value$8.7M (+$1.6M)
Filed 2026-10-27
Mount Vernon Associates Inc
DECREASED
Shares12,026 from 12,419
Change-393 (-3%)
Value$8.7M (+$1.7M)
Filed 2026-10-26
J.Safra Asset Management Corp
DECREASED
Shares12,013 from 12,122
Change-109 (-1%)
Value$8.7M (+$1.9M)
Filed 2026-11-03
Cooper Financial Group
DECREASED
Shares12,009 from 14,499
Change-2,490 (-17%)
Value$8.7M (+$541.1K)
Filed 2026-10-07
Concord Wealth Partners
DECREASED
Shares11,898 from 12,083
Change-185 (-2%)
Value$8.6M (+$1.8M)
Filed 2026-11-02
Navigation Group, LLC
INCREASED
Shares11,887 from 11,690
Change+197 (+2%)
Value$8.6M (+$2.0M)
Filed 2026-10-28
Gilliland Jeter Wealth Management LLC
DECREASED
Shares11,763 from 11,888
Change-125 (-1%)
Value$8.5M (+$1.8M)
Filed 2026-10-28
Quadcap Wealth Management, LLC
DECREASED
Shares11,763 from 11,825
Change-62 (-1%)
Value$8.5M (+$1.9M)
Filed 2026-11-02
Parsons Capital Management Inc
DECREASED
Shares11,654 from 15,373
Change-3,719 (-24%)
Value$8.5M (-$208.2K)
Filed 2026-10-28
Biltmore Family Office, LLC
DECREASED
Shares11,654 from 11,769
Change-115 (-1%)
Value$8.5M (+$1.8M)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares11,609 from 11,036
Change+573 (+5%)
Value$8.4M (+$2.2M)
Filed 2026-10-08
Acumen Wealth Advisors, LLC
INCREASED
Shares11,604 from 11,069
Change+535 (+5%)
Value$8.4M (+$2.2M)
Filed 2026-11-05
WoodTrust Financial Corp
INCREASED
Shares11,587 from 2,423
Change+9,164 (+378%)
Value$8.4M (+$7.0M)
Filed 2026-10-09
Huntleigh Advisors, Inc.
DECREASED
Shares11,549 from 12,555
Change-1,006 (-8%)
Value$8.4M (+$1.3M)
Filed 2026-11-03
Addenda Capital Inc.
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$8.3M (+$1.9M)
Filed 2026-10-13
SkyOak Wealth, LLC
DECREASED
Shares11,497 from 11,721
Change-224 (-2%)
Value$8.3M (+$1.7M)
Filed 2026-10-28
Laurel Wealth Advisors LLC
INCREASED
Shares11,480 from 11,416
Change+64 (+1%)
Value$8.3M (+$1.9M)
Filed 2026-10-27
Shepherd Financial Partners LLC
INCREASED
Shares11,455 from 11,229
Change+226 (+2%)
Value$8.3M (+$2.0M)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares11,444 from 11,200
Change+244 (+2%)
Value$8.3M (+$2.0M)
Filed 2026-10-20
Curated Wealth Partners LLC
INCREASED
Shares11,369 from 6,909
Change+4,460 (+65%)
Value$8.2M (+$4.4M)
Filed 2026-10-15
Northbridge Financial Group, LLC
INCREASED
Shares11,355 from 10,981
Change+374 (+3%)
Value$8.4M (+$2.2M)
Filed 2026-11-05
Warm Springs Advisors Inc.
INCREASED
Shares11,324 from 11,303
Change+21 (+0%)
Value$8.2M (+$1.8M)
Filed 2026-10-28
Ninety One North America, Inc.
INCREASED
Shares11,314 from 7,280
Change+4,034 (+55%)
Value$8.2M (+$4.1M)
Filed 2026-10-15
SWS Partners
INCREASED
Shares11,307 from 8,938
Change+2,369 (+27%)
Value$8.2M (+$3.2M)
Filed 2026-10-26
Concord Asset Management, LLC
DECREASED
Shares11,298 from 11,321
Change-23 (0%)
Value$8.2M (+$1.8M)
Filed 2026-11-02
BNC Wealth Management, LLC
INCREASED
Shares11,246 from 11,184
Change+62 (+1%)
Value$8.2M (+$1.9M)
Filed 2026-10-19
Paragon Advisors, LLC
INCREASED
Shares11,238 from 10,770
Change+468 (+4%)
Value$8.1M (+$2.1M)
Filed 2026-11-03
Forbes J M & Co LLP
INCREASED
Shares11,234 from 11,217
Change+17 (+0%)
Value$8.1M (+$1.8M)
Filed 2026-10-16
Oliver Luxxe Assets LLC
INCREASED
Shares11,223 from 10,789
Change+434 (+4%)
Value$8.1M (+$2.1M)
Filed 2026-10-14
Alpha Family Trust
UNCHANGED
Shares11,162 from 11,162
Change0 (0%)
Value$6.3M ($0)
Filed 2026-11-04
Intesa Sanpaolo Wealth Management
INCREASED
Shares11,160 from 10,604
Change+556 (+5%)
Value$8.1M (+$2.1M)
Filed 2026-10-28
Reflection Asset Management
INCREASED
Shares11,150 from 9,076
Change+2,074 (+23%)
Value$8.1M (+$3.0M)
Filed 2026-10-28
Arthur M. Cohen & Associates, LLC
DECREASED
Shares11,132 from 11,137
Change-5 (0%)
Value$8.1M (+$1.8M)
Filed 2026-10-26
TTP Investments, Inc.
DECREASED
Shares11,130 from 14,915
Change-3,785 (-25%)
Value$8.1M (-$330.1K)
Filed 2026-10-30
Telos Capital Management, Inc.
DECREASED
Shares11,128 from 11,221
Change-93 (-1%)
Value$8.1M (+$1.7M)
Filed 2026-11-02
Caldwell Trust Co
INCREASED
Shares11,088 from 10,535
Change+553 (+5%)
Value$8.0M (+$2.1M)
Filed 2026-10-30
Piar LLC
DECREASED
Shares11,087 from 11,520
Change-433 (-4%)
Value$8.0M (+$1.6M)
Filed 2026-10-21
Brown University
NEW
Shares11,054
Change+11,054
Value$8.0M
Filed 2026-11-05
Stableford Capital II LLC
DECREASED
Shares11,039 from 11,084
Change-45 (0%)
Value$8.0M (+$1.8M)
Filed 2026-10-09
MFA Wealth Advisors, LLC
DECREASED
Shares11,034 from 11,108
Change-74 (-1%)
Value$8.0M (+$1.7M)
Filed 2026-10-07
Weatherly Asset Management L. P.
DECREASED
Shares11,012 from 11,049
Change-37 (0%)
Value$8.0M (+$1.8M)
Filed 2026-10-20
Rossmore Private Capital
INCREASED
Shares10,975 from 9,955
Change+1,020 (+10%)
Value$8.0M (+$2.4M)
Filed 2026-10-27
AMI Investment Management Inc
INCREASED
Shares10,955 from 10,649
Change+306 (+3%)
Value$7.9M (+$1.9M)
Filed 2026-10-27
Aries Wealth Management
DECREASED
Shares10,909 from 10,960
Change-51 (0%)
Value$7.9M (+$1.7M)
Filed 2026-10-23
New Hampshire Trust
INCREASED
Shares10,883 from 9,175
Change+1,708 (+19%)
Value$7.9M (+$2.7M)
Filed 2026-10-20
Trilogy Capital Inc.
INCREASED
Shares10,881 from 8,703
Change+2,178 (+25%)
Value$7.9M (+$3.0M)
Filed 2026-10-20
Greenwood Capital Associates LLC
DECREASED
Shares10,802 from 11,220
Change-418 (-4%)
Value$7.8M (+$1.5M)
Filed 2026-10-27
HBW Advisory Services LLC
DECREASED
Shares10,788 from 12,006
Change-1,218 (-10%)
Value$7.8M (+$1.1M)
Filed 2026-10-15
Abundance Wealth Counselors
DECREASED
Shares10,787 from 12,091
Change-1,304 (-11%)
Value$7.8M (+$1.0M)
Filed 2026-10-26
Mandatum Life Insurance Co Ltd
INCREASED
Shares10,776 from 10,686
Change+90 (+1%)
Value$7.8M (+$1.8M)
Filed 2026-11-06
Ashurst Perkins Coie Trust Co
DECREASED
Shares10,746 from 10,948
Change-202 (-2%)
Value$7.8M (+$1.6M)
Filed 2026-10-15
WealthBridge Investment Counsel Inc.
INCREASED
Shares10,729 from 10,305
Change+424 (+4%)
Value$7.8M (+$7.8M)
Filed 2026-10-13
Cohen Investment Advisors LLC
INCREASED
Shares10,722 from 10,592
Change+130 (+1%)
Value$7.8M (+$1.8M)
Filed 2026-10-20
Sitrin Capital Management LLC
DECREASED
Shares10,707 from 10,945
Change-238 (-2%)
Value$7.8M (+$1.6M)
Filed 2026-10-19
LVW Advisors, LLC
INCREASED
Shares10,625 from 10,071
Change+554 (+6%)
Value$7.7M (+$2.0M)
Filed 2026-10-19
Polaris Financial Partners
NEW
Shares10,619
Change+10,619
Value$7.8K
Filed 2026-10-02
Stackstone Wealth, LLC
NEW
Shares10,595
Change+10,595
Value$7.7M
Filed 2026-10-19
VCI Wealth Management LLC
DECREASED
Shares10,584 from 11,562
Change-978 (-8%)
Value$7.7M (+$1.2M)
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares10,576 from 9,964
Change+612 (+6%)
Value$7.7M (+$2.1M)
Filed 2026-10-07
Fulton Breakefield Broenniman LLC
DECREASED
Shares10,568 from 11,405
Change-837 (-7%)
Value$7.7M (+$1.2M)
Filed 2026-11-03
Parisi Gray Wealth Management
INCREASED
Shares10,565 from 10,440
Change+125 (+1%)
Value$7.7M (+$1.8M)
Filed 2026-10-16
Ulland Investment Advisors, LLC
DECREASED
Shares10,542 from 10,640
Change-98 (-1%)
Value$7.6M (+$7.6M)
Filed 2026-10-13
RBA Wealth Management, LLC
INCREASED
Shares10,537 from 8,800
Change+1,737 (+20%)
Value$7.6M (+$2.7M)
Filed 2026-10-28
Stablepoint Partners, LLC
INCREASED
Shares10,529 from 9,612
Change+917 (+10%)
Value$7.6M (+$2.2M)
Filed 2026-11-03
Wealth Effects LLC
DECREASED
Shares10,505 from 11,025
Change-520 (-5%)
Value$7.6M (+$1.4M)
Filed 2026-10-23
Royal Fund Management, LLC
DECREASED
Shares10,492 from 13,917
Change-3,425 (-25%)
Value$7.6M (-$230.3K)
Filed 2026-10-22
Mirabaud & Cie SA
DECREASED
Shares10,447 from 10,448
Change-1 (0%)
Value$7.6M (+$1.7M)
Filed 2026-10-27
Maia Wealth LLC
INCREASED
Shares10,441 from 10,192
Change+249 (+2%)
Value$7.6M (+$1.8M)
Filed 2026-10-19
Millennium Capital Advisors, LLC
DECREASED
Shares10,427 from 10,460
Change-33 (0%)
Value$7.6M (+$1.7M)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares10,416 from 12,740
Change-2,324 (-18%)
Value$7.6M (+$377.0K)
Filed 2026-10-15
Earned Wealth Advisors, LLC
INCREASED
Shares10,359 from 9,787
Change+572 (+6%)
Value$7.5M (+$2.0M)
Filed 2026-11-06
Victrix Investment Advisors
INCREASED
Shares10,345 from 9,589
Change+756 (+8%)
Value$7.5M (+$2.1M)
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares10,336 from 10,636
Change-300 (-3%)
Value$7.5M (+$1.2M)
Filed 2026-10-26
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares10,335 from 10,190
Change+145 (+1%)
Value$7.5M (+$1.8M)
Filed 2026-10-23
WT Wealth Management
DECREASED
Shares10,328 from 10,502
Change-174 (-2%)
Value$7.5M (+$1.6M)
Filed 2026-10-13
Greystone Financial Group, LLC
INCREASED
Shares10,313 from 10,051
Change+262 (+3%)
Value$7.5M (+$1.8M)
Filed 2026-10-26
Grove Bank & Trust
DECREASED
Shares10,308 from 11,111
Change-803 (-7%)
Value$7.5M (+$1.2M)
Filed 2026-10-08
First Bank & Trust
DECREASED
Shares10,294 from 11,026
Change-732 (-7%)
Value$7.5M (+$1.3M)
Filed 2026-10-19
Aprio Wealth Management, LLC
INCREASED
Shares10,291 from 9,511
Change+780 (+8%)
Value$7.5M (+$2.1M)
Filed 2026-10-28
Aspiriant, LLC
INCREASED
Shares10,288 from 10,170
Change+118 (+1%)
Value$7.5M (+$1.7M)
Filed 2026-10-16
Ldic Inc.
INCREASED
Shares10,234 from 8,274
Change+1,960 (+24%)
Value$7.4M (+$2.8M)
Filed 2026-10-14
Interchange Capital Partners, LLC
INCREASED
Shares10,189 from 9,952
Change+237 (+2%)
Value$7.4M (+$1.8M)
Filed 2026-10-28
Schear Investment Advisers, LLC
INCREASED
Shares10,131 from 8,546
Change+1,585 (+19%)
Value$7.3M (+$2.5M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares10,131 from 9,646
Change+485 (+5%)
Value$7.3M (+$1.9M)
Filed 2026-10-14
Gilman Hill Asset Management, LLC
DECREASED
Shares10,125 from 10,168
Change-43 (0%)
Value$7.3M (+$1.6M)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
INCREASED
Shares10,096 from 10,080
Change+16 (+0%)
Value$7.3M (+$1.6M)
Filed 2026-10-16
Capital Investment Counsel, Inc
DECREASED
Shares10,074 from 10,123
Change-49 (0%)
Value$7.3M (+$1.6M)
Filed 2026-10-20
Capital Investment Counsel, LLC
DECREASED
Shares10,054 from 10,255
Change-201 (-2%)
Value$7.3M (+$1.5M)
Filed 2026-10-14
Convergence Financial, LLC
DECREASED
Shares10,045 from 21,438
Change-11,393 (-53%)
Value$7.3M (-$4.8M)
Filed 2026-10-27
Teamwork Financial Advisors, LLC
DECREASED
Shares9,965 from 34,451
Change-24,486 (-71%)
Value$7.2M (-$12.2M)
Filed 2026-10-19
Cidel Asset Management Inc
INCREASED
Shares9,934 from 8,703
Change+1,231 (+14%)
Value$7.2M (+$2.3M)
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares9,906 from 7,895
Change+2,011 (+25%)
Value$7.2M (+$2.7M)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares9,905 from 6,482
Change+3,423 (+53%)
Value$7.1M (+$3.2M)
Filed 2026-10-08
Bell Asset Management Ltd
DECREASED
Shares9,856 from 15,296
Change-5,440 (-36%)
Value$7.1M (-$1.5M)
Filed 2026-10-08
Advisor OS, LLC
DECREASED
Shares9,853 from 10,091
Change-238 (-2%)
Value$7.1M (+$1.5M)
Filed 2026-11-03
Plancorp, LLC
DECREASED
Shares9,724 from 10,155
Change-431 (-4%)
Value$6.0M (-$688.9K)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares9,684 from 8,979
Change+705 (+8%)
Value$7.0M (+$2.0M)
Filed 2026-11-04
Agur Provident & Training Funds Management LTD
UNCHANGED
Shares9,660 from 9,660
Change0 (0%)
Value$70.1K (+$18.9K)
Filed 2026-11-02
Griffin Asset Management, Inc.
INCREASED
Shares9,657 from 9,239
Change+418 (+5%)
Value$7.0M (+$1.8M)
Filed 2026-10-22
Wealth Alliance Advisory Group, LLC
INCREASED
Shares9,650 from 8,059
Change+1,591 (+20%)
Value$7.0M (+$2.5M)
Filed 2026-10-14
Investment Research & Advisory Group, Inc.
DECREASED
Shares9,649 from 9,873
Change-224 (-2%)
Value$7.0M (+$1.5M)
Filed 2026-10-19
Westover Capital Advisors, LLC
INCREASED
Shares9,640 from 8,956
Change+684 (+8%)
Value$7.0M (+$1.9M)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares9,611 from 8,907
Change+704 (+8%)
Value$7.0M (+$2.0M)
Filed 2026-10-21
Truxt Investmentos Ltda.
NEW
Shares9,600
Change+9,600
Value$7.0M
Filed 2026-11-03
Helios Capital Management Pte. LTD
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$7.0M (+$1.6M)
Filed 2026-10-14
Fragasso Financial Advisors Inc
DECREASED
Shares9,584 from 10,116
Change-532 (-5%)
Value$6.9M (+$1.2M)
Filed 2026-10-13
Oak Grove Capital LLC
DECREASED
Shares9,583 from 10,571
Change-988 (-9%)
Value$6.9M (+$994.9K)
Filed 2026-10-09
Lanark Financial, Inc.
INCREASED
Shares9,571 from 9,489
Change+82 (+1%)
Value$6.9M (+$1.6M)
Filed 2026-10-26
Foster Group, Inc.
INCREASED
Shares9,568 from 9,159
Change+409 (+4%)
Value$6.9M (+$1.8M)
Filed 2026-10-13
Arsenal Capital Advisors LLC
DECREASED
Shares9,561 from 9,921
Change-360 (-4%)
Value$6.9M (+$1.3M)
Filed 2026-11-02
Doliver Advisors, LP
DECREASED
Shares9,547 from 10,037
Change-490 (-5%)
Value$6.9M (+$1.3M)
Filed 2026-10-01
Plimoth Trust Co LLC
INCREASED
Shares9,535 from 9,150
Change+385 (+4%)
Value$6.9M (+$1.8M)
Filed 2026-10-26
Great Lakes Retirement, Inc.
INCREASED
Shares9,533 from 9,364
Change+169 (+2%)
Value$6.9M (+$1.6M)
Filed 2026-10-26
CGN Advisors LLC
DECREASED
Shares9,529 from 10,220
Change-691 (-7%)
Value$6.9M (+$1.2M)
Filed 2026-10-21
Sentinel Trust Co LBA
DECREASED
Shares9,501 from 9,656
Change-155 (-2%)
Value$6.9M (+$6.9M)
Filed 2026-11-03
OMC Financial Services LTD
DECREASED
Shares9,486 from 9,734
Change-248 (-3%)
Value$6.9M (+$1.4M)
Filed 2026-10-19
First Community Trust NA
INCREASED
Shares9,460 from 8,690
Change+770 (+9%)
Value$6.9M (+$2.0M)
Filed 2026-10-07
Hixon Zuercher, LLC
DECREASED
Shares9,451 from 10,635
Change-1,184 (-11%)
Value$6.9M (+$863.2K)
Filed 2026-10-13
Argonautica Private Wealth Management, Inc
DECREASED
Shares9,447 from 9,516
Change-69 (-1%)
Value$6.9M (+$1.5M)
Filed 2026-11-02
Revolve Wealth Partners, LLC
DECREASED
Shares9,416 from 10,259
Change-843 (-8%)
Value$6.8M (+$1.0M)
Filed 2026-10-23
Bouvel Investment Partners, LLC
DECREASED
Shares9,382 from 9,526
Change-144 (-2%)
Value$6.8M (+$1.4M)
Filed 2026-10-13
Capital Advisors Wealth Management, LLC
DECREASED
Shares9,366 from 11,545
Change-2,179 (-19%)
Value$6.8M (+$288.5K)
Filed 2026-10-09
Focus Financial Network, Inc.
DECREASED
Shares9,364 from 9,395
Change-31 (0%)
Value$6.8M (+$1.5M)
Filed 2026-10-14
Red Spruce Capital, LLC
DECREASED
Shares9,323 from 9,332
Change-9 (0%)
Value$6.8M (+$1.5M)
Filed 2026-10-07
Norris Perne & French LLP
DECREASED
Shares9,320 from 9,552
Change-232 (-2%)
Value$6.8M (+$1.4M)
Filed 2026-10-23
Souders Financial Advisors
DECREASED
Shares9,319 from 9,397
Change-78 (-1%)
Value$6.8M (+$1.5M)
Filed 2026-11-03
Perryman Financial Advisory Inc
INCREASED
Shares9,279 from 8,345
Change+934 (+11%)
Value$6.7M (+$2.0M)
Filed 2026-10-16
Guinness Atkinson Asset Management Inc
DECREASED
Shares9,270 from 9,404
Change-134 (-1%)
Value$6.7M (+$1.4M)
Filed 2026-11-05
Thrive Capital Management, LLC
INCREASED
Shares9,262 from 8,139
Change+1,123 (+14%)
Value$6.7M (+$2.1M)
Filed 2026-10-28
Clear Wave Wealth Management LLC
DECREASED
Shares9,252 from 9,754
Change-502 (-5%)
Value$6.7M (+$1.2M)
Filed 2026-11-04
Kurv Investment Management LLC
DECREASED
Shares9,238 from 9,474
Change-236 (-2%)
Value$6.7M (+$1.4M)
Filed 2026-10-28
Versant Capital Management, Inc
INCREASED
Shares9,238 from 9,060
Change+178 (+2%)
Value$6.7M (+$1.6M)
Filed 2026-10-02
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares9,237 from 11,384
Change-2,147 (-19%)
Value$6.7M (+$286.2K)
Filed 2026-10-13
Independent Solutions Wealth Management, LLC
INCREASED
Shares9,208 from 9,109
Change+99 (+1%)
Value$6.7M (+$1.5M)
Filed 2026-10-28
Ignite Planners, LLC
DECREASED
Shares9,186 from 9,301
Change-115 (-1%)
Value$6.7M (+$1.4M)
Filed 2026-10-14
Fortem Financial Group, LLC
DECREASED
Shares9,174 from 9,191
Change-17 (0%)
Value$6.7M (+$1.5M)
Filed 2026-10-20
Kelleher Financial Advisors
DECREASED
Shares9,156 from 10,159
Change-1,003 (-10%)
Value$6.6M (+$916.8K)
Filed 2026-10-30
Manchester Financial Inc
INCREASED
Shares9,108 from 9,096
Change+12 (+0%)
Value$6.6M (+$1.5M)
Filed 2026-10-15
Childress Capital Advisors, LLC
DECREASED
Shares9,060 from 11,342
Change-2,282 (-20%)
Value$6.6M (+$180.8K)
Filed 2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED
Shares9,055 from 9,125
Change-70 (-1%)
Value$6.6M (+$1.4M)
Filed 2026-10-27
Kathmere Capital Management, LLC
INCREASED
Shares9,051 from 8,497
Change+554 (+7%)
Value$6.6M (+$1.8M)
Filed 2026-10-20
Cove Private Wealth, LLC
INCREASED
Shares9,044 from 8,761
Change+283 (+3%)
Value$6.6M (+$1.6M)
Filed 2026-10-28
StoneCrest Wealth Management, Inc.
INCREASED
Shares9,044 from 8,983
Change+61 (+1%)
Value$6.6M (+$1.5M)
Filed 2026-11-03
NBT Bank, N.A.
DECREASED
Shares9,026 from 9,271
Change-245 (-3%)
Value$6.5M (+$1.3M)
Filed 2026-10-21
Chemung Canal Trust Co
DECREASED
Shares8,995 from 10,800
Change-1,805 (-17%)
Value$6.5M (+$439.5K)
Filed 2026-11-04
Grandview Asset Management LLC
DECREASED
Shares8,951 from 9,456
Change-505 (-5%)
Value$6.5M (+$1.2M)
Filed 2026-10-19
Princeton Global Asset Management LLC
DECREASED
Shares8,941 from 9,084
Change-143 (-2%)
Value$6.5M (+$1.4M)
Filed 2026-10-21
Tandem Capital Management Corp
DECREASED
Shares8,911 from 9,027
Change-116 (-1%)
Value$6.5M (+$1.4M)
Filed 2026-10-22
Golden State Wealth Management, LLC
DECREASED
Shares8,894 from 9,184
Change-290 (-3%)
Value$6.5M (+$1.3M)
Filed 2026-11-02
Cordatus Wealth Management LLC
DECREASED
Shares8,888 from 9,316
Change-428 (-5%)
Value$6.4M (+$1.2M)
Filed 2026-10-19
Catalyst Private Wealth, LLC
INCREASED
Shares8,868 from 8,013
Change+855 (+11%)
Value$6.4M (+$1.9M)
Filed 2026-10-13
Sawyer & Company, Inc
DECREASED
Shares8,864 from 9,064
Change-200 (-2%)
Value$6.4M (+$1.3M)
Filed 2026-10-21
Leelyn Smith, LLC
INCREASED
Shares8,860 from 8,448
Change+412 (+5%)
Value$6.4M (+$1.7M)
Filed 2026-11-03
Paragon Private Wealth Management, LLC
DECREASED
Shares8,856 from 10,990
Change-2,134 (-19%)
Value$6.4M (+$231.5K)
Filed 2026-10-20
AXS Investments LLC
INCREASED
Shares8,849 from 8,457
Change+392 (+5%)
Value$6.4M (+$1.7M)
Filed 2026-11-04
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares8,846 from 927
Change+7,919 (+854%)
Value$6.4M (+$5.9M)
Filed 2026-10-20
Moss Adams Wealth Advisors LLC
DECREASED
Shares8,838 from 11,089
Change-2,251 (-20%)
Value$6.4M (+$162.2K)
Filed 2026-10-28
Harbour Capital Advisors, LLC
INCREASED
Shares8,824 from 8,725
Change+99 (+1%)
Value$6.4M (+$560.1K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares8,804 from 8,057
Change+747 (+9%)
Value$6.4M (+$1.8M)
Filed 2026-10-19
Destiny Wealth Partners, LLC
INCREASED
Shares8,773 from 6,918
Change+1,855 (+27%)
Value$5.3M (+$1.5M)
Filed 2026-11-05
Strategy Asset Managers LLC
INCREASED
Shares8,689 from 8,305
Change+384 (+5%)
Value$6.3M (+$1.6M)
Filed 2026-10-14
NTV Asset Management LLC
INCREASED
Shares8,681 from 8,586
Change+95 (+1%)
Value$6.3M (+$1.5M)
Filed 2026-10-23
StoneX Group Inc.
DECREASED
Shares8,635 from 11,137
Change-2,502 (-22%)
Value$6.1M (-$278.3K)
Filed 2026-11-03
WD Rutherford LLC
INCREASED
Shares8,601 from 8,514
Change+87 (+1%)
Value$6.2M (+$1.4M)
Filed 2026-10-26
Castle Rock Wealth Management, LLC
DECREASED
Shares8,587 from 8,905
Change-318 (-4%)
Value$6.3M (+$886.6K)
Filed 2026-10-09
Roffman Miller Associates Inc
INCREASED
Shares8,587 from 8,436
Change+151 (+2%)
Value$6.2M (+$1.5M)
Filed 2026-10-19
Unique Wealth Strategies, LLC
UNCHANGED
Shares8,586 from 8,586
Change0 (0%)
Value$4.8M ($0)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
INCREASED
Shares8,576 from 8,131
Change+445 (+5%)
Value$6.2M (+$1.6M)
Filed 2026-10-05
Chicago Trust Co NA
INCREASED
Shares8,536 from 7,986
Change+550 (+7%)
Value$6.2M (+$1.7M)
Filed 2026-10-28
BIP Wealth, LLC
INCREASED
Shares8,509 from 8,228
Change+281 (+3%)
Value$6.2M (+$1.5M)
Filed 2026-10-22
Tobam
INCREASED
Shares8,489 from 713
Change+7,776 (+1091%)
Value$6.2M (+$5.8M)
Filed 2026-11-03
Excalibur Management Corp
DECREASED
Shares8,482 from 8,785
Change-303 (-3%)
Value$6.2M (+$1.2M)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
DECREASED
Shares8,476 from 8,540
Change-64 (-1%)
Value$6.1M (+$1.3M)
Filed 2026-10-19
Evolution Wealth Advisors, LLC
INCREASED
Shares8,448 from 7,131
Change+1,317 (+18%)
Value$6.1M (+$2.1M)
Filed 2026-11-03
Cohen Capital Management, Inc.
UNCHANGED
Shares8,436 from 8,436
Change0 (0%)
Value$6.1M (+$1.4M)
Filed 2026-10-14
Colonial River Investments, LLC
DECREASED
Shares8,397 from 11,017
Change-2,620 (-24%)
Value$6.1M (-$116.3K)
Filed 2026-10-19
Avantax Planning Partners, Inc.
INCREASED
Shares8,397 from 7,476
Change+921 (+12%)
Value$6.1M (+$1.9M)
Filed 2026-11-03
Wealth Analytics Partners, LLC
DECREASED
Shares8,375 from 8,458
Change-83 (-1%)
Value$6.1M (+$482.1K)
Filed 2026-10-19
Wynn Capital, LLC
INCREASED
Shares8,369 from 8,229
Change+140 (+2%)
Value$6.1M (+$1.4M)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares8,363 from 7,424
Change+939 (+13%)
Value$6.2M (+$1.8M)
Filed 2026-10-13
Cornerstone Planning, LLC
INCREASED
Shares8,360 from 8,322
Change+38 (+0%)
Value$5.0M (+$358.7K)
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares8,329
Change+8,329
Value$6.0M
Filed 2026-10-21
Churchill Financial Advisors, LLC
DECREASED
Shares8,277 from 8,365
Change-88 (-1%)
Value$6.0M (+$1.3M)
Filed 2026-10-20
Jcic Asset Management Inc.
INCREASED
Shares8,271 from 8,252
Change+19 (+0%)
Value$6.0M (+$1.3M)
Filed 2026-10-30
Capital City Trust Co
DECREASED
Shares8,250 from 8,284
Change-34 (0%)
Value$6.0M (+$1.3M)
Filed 2026-10-22
Parcion Private Wealth LLC
INCREASED
Shares8,244 from 5,942
Change+2,302 (+39%)
Value$6.0M (+$2.6M)
Filed 2026-10-28
Nkcfo LLC
NEW
Shares8,200
Change+8,200
Value$5.9M
Filed 2026-11-04
Applied Capital LLC
INCREASED
Shares8,181 from 7,995
Change+186 (+2%)
Value$5.9M (+$1.4M)
Filed 2026-10-07
Point Windward Advisors Inc.
DECREASED
Shares8,171 from 8,253
Change-82 (-1%)
Value$5.9M (+$1.3M)
Filed 2026-11-06
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares8,158 from 10,016
Change-1,858 (-19%)
Value$5.9M (+$274.1K)
Filed 2026-10-21
Tower Trust & Investment Co
INCREASED
Shares8,157 from 8,136
Change+21 (+0%)
Value$5.9M (+$1.3M)
Filed 2026-10-28
Westchester Capital Management, Inc.
INCREASED
Shares8,130 from 6,315
Change+1,815 (+29%)
Value$5.9M (+$2.3M)
Filed 2026-10-23
GPM Growth Investors, Inc.
DECREASED
Shares8,100 from 8,417
Change-317 (-4%)
Value$5.9M (+$1.1M)
Filed 2026-10-30
Butensky & Cohen Financial Security, Inc
INCREASED
Shares8,097 from 7,505
Change+592 (+8%)
Value$5.9M (+$1.6M)
Filed 2026-10-13
TLW Wealth Management, LLC
INCREASED
Shares8,055 from 7,816
Change+239 (+3%)
Value$5.8M (+$1.4M)
Filed 2026-10-27
Altman Advisors, Inc.
DECREASED
Shares8,052 from 8,256
Change-204 (-2%)
Value$5.8M (+$1.2M)
Filed 2026-11-05
Affinity Capital Advisors, LLC
INCREASED
Shares8,014 from 7,080
Change+934 (+13%)
Value$5.8M (+$1.5M)
Filed 2026-10-13
T3 Companies, LLC
INCREASED
Shares8,005 from 455
Change+7,550 (+1659%)
Value$5.8M (+$5.5M)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares7,998 from 7,370
Change+628 (+9%)
Value$5.8M (+$1.6M)
Filed 2026-10-27
Fiduciary Family Office, LLC
INCREASED
Shares7,986 from 7,519
Change+467 (+6%)
Value$5.8M (+$1.6M)
Filed 2026-11-04
McAdam, LLC
INCREASED
Shares7,983 from 7,629
Change+354 (+5%)
Value$5.8M (+$1.5M)
Filed 2026-10-21
Lebenthal Global Advisors, LLC
INCREASED
Shares7,983 from 7,971
Change+12 (+0%)
Value$5.8M (+$1.3M)
Filed 2026-10-28
Palacios Wealth Management, LLC
INCREASED
Shares7,982 from 7,810
Change+172 (+2%)
Value$5.8M (+$1.4M)
Filed 2026-11-04
Peterson Wealth Services
INCREASED
Shares7,965 from 7,708
Change+257 (+3%)
Value$5.8M (+$1.4M)
Filed 2026-10-26
Csenge Advisory Group
DECREASED
Shares7,936 from 8,327
Change-391 (-5%)
Value$5.8M (+$1.1M)
Filed 2026-11-04
First International Bank of Israel Ltd.
INCREASED
Shares7,934 from 6,488
Change+1,446 (+22%)
Value$5.8M (+$2.1M)
Filed 2026-11-04
Marion Wealth Management
INCREASED
Shares7,928 from 7,668
Change+260 (+3%)
Value$5.7M (+$1.4M)
Filed 2026-10-22
Arrow Financial Corp
DECREASED
Shares7,924 from 8,053
Change-129 (-2%)
Value$5.7M (+$1.2M)
Filed 2026-10-26
Hager Investment Management Services, LLC
DECREASED
Shares7,922 from 8,585
Change-663 (-8%)
Value$5.7M (+$909.3K)
Filed 2026-11-04
Winthrop Advisory Group LLC
DECREASED
Shares7,911 from 8,087
Change-176 (-2%)
Value$5.7M (+$1.2M)
Filed 2026-10-22
Axon Capital LP
DECREASED
Shares7,900 from 10,900
Change-3,000 (-28%)
Value$5.7M (-$410.9K)
Filed 2026-10-27
DLK Investment Management, LLC
INCREASED
Shares7,890 from 1,931
Change+5,959 (+309%)
Value$5.7M (+$4.7M)
Filed 2026-10-09
E&G Advisors, LLC
DECREASED
Shares7,874 from 8,015
Change-141 (-2%)
Value$5.7M (+$1.2M)
Filed 2026-10-13
Exane Asset Management
DECREASED
Shares7,866 from 17,759
Change-9,893 (-56%)
Value$6.5M (-$5.0M)
Filed 2026-10-22
MCF Advisors LLC
INCREASED
Shares7,841 from 7,484
Change+357 (+5%)
Value$5.7M (+$1.5M)
Filed 2026-10-28
Brucke Financial, Inc.
INCREASED
Shares7,822 from 7,589
Change+233 (+3%)
Value$5.7M (+$1.4M)
Filed 2026-10-23
Personal CFO Solutions, LLC
DECREASED
Shares7,814 from 8,533
Change-719 (-8%)
Value$5.7M (+$859.8K)
Filed 2026-11-06
Brady Family Wealth, LLC
INCREASED
Shares7,814 from 7,745
Change+69 (+1%)
Value$5.7M (+$1.3M)
Filed 2026-11-02
Trek Financial, LLC
INCREASED
Shares7,795 from 6,854
Change+941 (+14%)
Value$5.7M (+$1.8M)
Filed 2026-10-29
Rational Advisors, Inc.
INCREASED
Shares7,781 from 927
Change+6,854 (+739%)
Value$5.6M (+$5.1M)
Filed 2026-11-02
Rhodes Investment Advisors Inc
INCREASED
Shares7,779 from 7,665
Change+114 (+1%)
Value$5.6M (+$1.3M)
Filed 2026-10-07
Asset Dedication, LLC
DECREASED
Shares7,761 from 8,024
Change-263 (-3%)
Value$5.6M (+$1.1M)
Filed 2026-11-03
HF Advisory Group, LLC
INCREASED
Shares7,754 from 7,080
Change+674 (+10%)
Value$5.6M (+$1.6M)
Filed 2026-10-09
Sculati Wealth Management, LLC
DECREASED
Shares7,737 from 7,872
Change-135 (-2%)
Value$5.7M (+$662.9K)
Filed 2026-10-19
Whalen Wealth Management Inc.
DECREASED
Shares7,737 from 7,809
Change-72 (-1%)
Value$5.6M (+$1.2M)
Filed 2026-10-08
American National Bank & Trust
INCREASED
Shares7,735 from 7,159
Change+576 (+8%)
Value$5.6M (+$1.6M)
Filed 2026-10-07
Meridian Investment Counsel Inc.
DECREASED
Shares7,724 from 7,950
Change-226 (-3%)
Value$5.6M (+$1.1M)
Filed 2026-10-14
Canopy Partners, LLC
INCREASED
Shares7,669 from 7,481
Change+188 (+3%)
Value$5.6M (+$1.3M)
Filed 2026-10-28
Sterling Investment Counsel, LLC
DECREASED
Shares7,643 from 7,827
Change-184 (-2%)
Value$5.5M (+$1.1M)
Filed 2026-10-19
Cumberland Advisors Inc
INCREASED
Shares7,614 from 7,600
Change+14 (+0%)
Value$5.5M (+$1.2M)
Filed 2026-10-30
Robbins Farley
INCREASED
Shares7,597 from 7,432
Change+165 (+2%)
Value$5.5M (+$1.3M)
Filed 2026-10-21
Global Assets Advisory, LLC
INCREASED
Shares7,596 from 7,074
Change+522 (+7%)
Value$5.6M (+$1.2M)
Filed 2026-10-28
Arta Finance Wealth Management LLC
DECREASED
Shares7,569 from 15,863
Change-8,294 (-52%)
Value$5.5M (-$3.4M)
Filed 2026-10-28
Mainstream Capital Management LLC
INCREASED
Shares7,555 from 7,503
Change+52 (+1%)
Value$5.5M (+$1.3M)
Filed 2026-10-23
Retirement Planning Co of New England, Inc.
DECREASED
Shares7,530 from 7,757
Change-227 (-3%)
Value$5.5M (+$1.1M)
Filed 2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED
Shares7,507 from 7,253
Change+254 (+4%)
Value$5.4M (+$1.4M)
Filed 2026-10-30
Diligent Investors, LLC
INCREASED
Shares7,471 from 7,441
Change+30 (+0%)
Value$5.4M (+$1.2M)
Filed 2026-10-21
Beacon Financial Group
INCREASED
Shares7,446 from 7,045
Change+401 (+6%)
Value$5.4M (+$1.4M)
Filed 2026-10-19
Chickasaw Capital Management LLC
DECREASED
Shares7,446 from 7,794
Change-348 (-4%)
Value$5.4M (+$5.4M)
Filed 2026-10-08
Impact Capital Partners LLC
INCREASED
Shares7,440 from 5,812
Change+1,628 (+28%)
Value$5.4M (+$2.1M)
Filed 2026-10-22
Davidson Kahn Capital Management, LLC
INCREASED
Shares7,433 from 7,359
Change+74 (+1%)
Value$5.4M (+$1.2M)
Filed 2026-10-26
Hartford Financial Management Inc.
INCREASED
Shares7,430 from 7,396
Change+34 (+0%)
Value$5.4M (+$1.2M)
Filed 2026-10-21
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
UNCHANGED
Shares7,410 from 7,410
Change0 (0%)
Value$5.4M (+$1.2M)
Filed 2026-10-20
Buck Wealth Strategies, LLC
INCREASED
Shares7,407 from 4,805
Change+2,602 (+54%)
Value$5.4M (+$2.7M)
Filed 2026-10-28
World Equity Group, Inc.
DECREASED
Shares7,403 from 9,808
Change-2,405 (-25%)
Value$5.4M (-$150.2K)
Filed 2026-10-14
Tanager Wealth Management LLP
DECREASED
Shares7,354 from 8,172
Change-818 (-10%)
Value$5.3M (+$729.8K)
Filed 2026-10-19
Tactive Advisors, LLC
DECREASED
Shares7,320 from 7,408
Change-88 (-1%)
Value$5.3M (+$1.1M)
Filed 2026-10-08
Watershed Private Wealth LLC
DECREASED
Shares7,303 from 7,509
Change-206 (-3%)
Value$5.3M (+$1.1M)
Filed 2026-10-30
Inlight Wealth Management, LLC
NEW
Shares7,301
Change+7,301
Value$5.3M
Filed 2026-10-21
Kingsman Wealth Management, Inc.
DECREASED
Shares7,298 from 15,211
Change-7,913 (-52%)
Value$5.3M (-$3.3M)
Filed 2026-10-13
Klingman & Associates, LLC
INCREASED
Shares7,293 from 7,055
Change+238 (+3%)
Value$5.3M (+$1.3M)
Filed 2026-10-20
Carnegie Lake Advisors LLC
INCREASED
Shares7,250 from 1,490
Change+5,760 (+387%)
Value$1.1M (+$237.6K)
Filed 2026-11-03
Walleye Partners, LLC
DECREASED
Shares7,230 from 7,286
Change-56 (-1%)
Value$5.2M (+$1.1M)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares7,214 from 8,522
Change-1,308 (-15%)
Value$5.2M (+$431.2K)
Filed 2026-10-13
Marathon Wealth Advisors LLC
INCREASED
Shares7,206 from 7,016
Change+190 (+3%)
Value$5.2M (+$1.3M)
Filed 2026-11-04
Finivi Inc.
INCREASED
Shares7,189 from 7,124
Change+65 (+1%)
Value$5.2M (+$1.2M)
Filed 2026-10-13
Central Pacific Bank - Trust Division
INCREASED
Shares7,169 from 4,352
Change+2,817 (+65%)
Value$5.2M (+$2.7M)
Filed 2026-10-06
MBL Wealth, LLC
INCREASED
Shares7,129 from 6,271
Change+858 (+14%)
Value$5.2M (+$1.6M)
Filed 2026-10-22
Consolidated Investment Group LLC
DECREASED
Shares7,120 from 8,820
Change-1,700 (-19%)
Value$5.2M (+$195.1K)
Filed 2026-11-04
Cabot Wealth Management Inc
DECREASED
Shares7,120 from 7,406
Change-286 (-4%)
Value$5.2M (+$991.6K)
Filed 2026-11-05
Aire Advisors, LLC
DECREASED
Shares7,100 from 7,324
Change-224 (-3%)
Value$5.1M (+$1.0M)
Filed 2026-10-22
Herold Advisors, Inc.
DECREASED
Shares7,083 from 7,259
Change-176 (-2%)
Value$5.1M (+$1.0M)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED
Shares7,055 from 6,871
Change+184 (+3%)
Value$5.1M (+$1.2M)
Filed 2026-10-27
Dutch Asset Corp
INCREASED
Shares7,054 from 6,510
Change+544 (+8%)
Value$5.1M (+$1.4M)
Filed 2026-10-20
Flagship Capital Management Inc.
DECREASED
Shares7,041 from 7,052
Change-11 (0%)
Value$5.1M (+$1.1M)
Filed 2026-10-20
Oarsman Capital, Inc.
DECREASED
Shares7,039 from 7,863
Change-824 (-10%)
Value$5.1M (+$675.7K)
Filed 2026-11-05
Archer Investment Corp
INCREASED
Shares7,038 from 6,966
Change+72 (+1%)
Value$5.1M (+$1.2M)
Filed 2026-11-05
Skylands Capital, LLC
DECREASED
Shares7,035 from 9,865
Change-2,830 (-29%)
Value$5.1M (-$455.2K)
Filed 2026-10-21
Artemis Wealth Advisors, LLC
NEW
Shares7,024
Change+7,024
Value$5.1M
Filed 2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED
Shares6,988 from 7,341
Change-353 (-5%)
Value$5.1M (+$932.6K)
Filed 2026-10-20
Katamaran Capital LLP
INCREASED
Shares6,966 from 5,504
Change+1,462 (+27%)
Value$5.1M (+$2.0M)
Filed 2026-10-27
Whelan Financial
INCREASED
Shares6,955 from 6,393
Change+562 (+9%)
Value$5.0M (+$1.4M)
Filed 2026-10-28
Oslo Pensjonsforsikring AS
INCREASED
Shares6,938 from 6,500
Change+438 (+7%)
Value$5.0M (+$1.4M)
Filed 2026-10-15
Burford Brothers, Inc.
INCREASED
Shares6,930 from 5,907
Change+1,023 (+17%)
Value$5.0M (+$1.7M)
Filed 2026-10-21
October Effect Ltd
UNCHANGED
Shares6,916 from 6,916
Change0 (0%)
Value$5.0M (+$1.1M)
Filed 2026-10-20
Columbia Bank
INCREASED
Shares6,902 from 6,082
Change+820 (+13%)
Value$5.0M (+$1.6M)
Filed 2026-10-29
ZWJ Investment Counsel Inc
DECREASED
Shares6,894 from 7,303
Change-409 (-6%)
Value$5.0M (+$885.6K)
Filed 2026-10-15
SmartHarvest Portfolios, LLC
DECREASED
Shares6,865 from 8,013
Change-1,148 (-14%)
Value$5.0M (+$464.2K)
Filed 2026-10-26
FNY Investment Advisers, LLC
INCREASED
Shares6,862 from 52
Change+6,810 (+13096%)
Value$5.0M (+$5.0M)
Filed 2026-10-16
Income Insurance Ltd
UNCHANGED
Shares6,832 from 6,832
Change0 (0%)
Value$5.0M (+$1.1M)
Filed 2026-10-21
Allen Operations LLC
UNCHANGED
Shares6,782 from 6,782
Change0 (0%)
Value$4.9M (+$1.1M)
Filed 2026-11-03
SilverOak Wealth Management LLC
DECREASED
Shares6,765 from 7,101
Change-336 (-5%)
Value$4.9M (+$906.1K)
Filed 2026-10-29
Cromwell Holdings LLC
DECREASED
Shares6,675 from 7,278
Change-603 (-8%)
Value$4.8M (+$741.0K)
Filed 2026-10-28
Stone Wealth Partners
INCREASED
Shares6,653 from 3,323
Change+3,330 (+100%)
Value$4.9M (+$3.0M)
Filed 2026-11-05
Somerset Trust Co
INCREASED
Shares6,644 from 6,613
Change+31 (+0%)
Value$4.8M (+$1.1M)
Filed 2026-10-13
KCM Investment Advisors LLC
DECREASED
Shares6,633 from 6,848
Change-215 (-3%)
Value$4.8M (+$952.7K)
Filed 2026-10-27
Channing Global Advisors, LLC
INCREASED
Shares6,625 from 6,317
Change+308 (+5%)
Value$4.8M (+$1.2M)
Filed 2026-11-03
Firestone Capital Management
DECREASED
Shares6,616 from 6,795
Change-179 (-3%)
Value$4.8M (+$970.3K)
Filed 2026-11-03
Marquette Asset Management, LLC
DECREASED
Shares6,614 from 7,915
Change-1,301 (-16%)
Value$4.8M (+$337.9K)
Filed 2026-10-09
Armor Investment Advisors, LLC
DECREASED
Shares6,598 from 6,819
Change-221 (-3%)
Value$4.8M (+$943.7K)
Filed 2026-10-27
Citizens National Bank Trust Department
DECREASED
Shares6,590 from 7,319
Change-729 (-10%)
Value$4.8M (+$656.2K)
Filed 2026-11-04
Clark Asset Management, LLC
DECREASED
Shares6,586 from 7,022
Change-436 (-6%)
Value$4.8M (+$820.0K)
Filed 2026-10-19
Arista Wealth Management, LLC
DECREASED
Shares6,583 from 7,625
Change-1,042 (-14%)
Value$4.8M (+$478.8K)
Filed 2026-10-29
Brick & Kyle, Associates
INCREASED
Shares6,559 from 6,533
Change+26 (+0%)
Value$4.8M (+$1.0M)
Filed 2026-11-05
Boomfish Wealth Group, LLC
INCREASED
Shares6,547 from 6,343
Change+204 (+3%)
Value$4.7M (+$1.2M)
Filed 2026-10-22
Malaga Cove Capital, LLC
DECREASED
Shares6,532 from 6,649
Change-117 (-2%)
Value$4.7M (+$991.6K)
Filed 2026-10-23
Woodmont Investment Counsel LLC
INCREASED
Shares6,518 from 6,202
Change+316 (+5%)
Value$4.7M (+$1.2M)
Filed 2026-10-29
Tuttle Capital Management, LLC
NEW
Shares6,509
Change+6,509
Value$4.7M
Filed 2026-10-21
Abel Hall, LLC
INCREASED
Shares6,473 from 5,847
Change+626 (+11%)
Value$4.7M (+$1.4M)
Filed 2026-10-19
Elevatus Welath Management
INCREASED
Shares6,444 from 6,118
Change+326 (+5%)
Value$4.7M (+$1.2M)
Filed 2026-10-19
Financial Perspectives, Inc
INCREASED
Shares6,438 from 5,703
Change+735 (+13%)
Value$4.7M (+$1.5M)
Filed 2026-11-03
Pinkerton Wealth, LLC
INCREASED
Shares6,437 from 6,420
Change+17 (+0%)
Value$4.7M (+$994.9K)
Filed 2026-10-29
PFG Advisors
DECREASED
Shares6,423 from 6,934
Change-511 (-7%)
Value$4.7M (+$752.4K)
Filed 2026-10-16
May Hill Capital, LLC
INCREASED
Shares6,419 from 5,954
Change+465 (+8%)
Value$4.7M (+$1.3M)
Filed 2026-11-03
Poehling Capital Management, Inc.
DECREASED
Shares6,410 from 6,473
Change-63 (-1%)
Value$4.6M (+$1.0M)
Filed 2026-10-20
Enterprise Financial Services Corp
INCREASED
Shares6,407 from 6,350
Change+57 (+1%)
Value$4.6M (+$1.1M)
Filed 2026-11-03
Catalyst Capital Advisors LLC
DECREASED
Shares6,363 from 6,839
Change-476 (-7%)
Value$4.6M (+$762.0K)
Filed 2026-11-02
MRA Advisory Group
INCREASED
Shares6,350 from 3,048
Change+3,302 (+108%)
Value$4.6M (+$2.9M)
Filed 2026-10-07
Floyd Financial Group LLC
INCREASED
Shares6,338 from 6,014
Change+324 (+5%)
Value$4.8M (+$857.4K)
Filed 2026-10-28
Iams Wealth Management, LLC
INCREASED
Shares6,327 from 6,065
Change+262 (+4%)
Value$4.6M (+$1.2M)
Filed 2026-10-15
Roman Butler Fullerton & Co
INCREASED
Shares6,318 from 5,788
Change+530 (+9%)
Value$4.5M (+$656.1K)
Filed 2026-10-27
Credit Capital Investments LLC
INCREASED
Shares6,300 from 4,300
Change+2,000 (+47%)
Value$4.6M (+$2.1M)
Filed 2026-10-22
Global Financial Private Client, LLC
DECREASED
Shares6,300 from 6,354
Change-54 (-1%)
Value$4.6M (+$989.5K)
Filed 2026-10-15
AGP Franklin, LLC
INCREASED
Shares6,296 from 6,096
Change+200 (+3%)
Value$4.6M (+$1.1M)
Filed 2026-11-04
Central Valley Advisors, LLC
DECREASED
Shares6,293 from 6,300
Change-7 (0%)
Value$4.6M (+$1.0M)
Filed 2026-10-27
GS Investments, Inc.
DECREASED
Shares6,292 from 6,317
Change-25 (0%)
Value$4.6M (+$1.0M)
Filed 2026-11-05
True Freedom Investing, LLC
INCREASED
Shares6,276 from 6,241
Change+35 (+1%)
Value$4.6M (+$980.6K)
Filed 2026-10-29
Jm2 Capital Inc.
INCREASED
Shares6,275 from 6,263
Change+12 (+0%)
Value$4.6M (+$1.0M)
Filed 2026-10-14
Confluence Wealth Services, Inc.
DECREASED
Shares6,241 from 6,433
Change-192 (-3%)
Value$4.5M (+$902.1K)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
INCREASED
Shares6,241 from 6,101
Change+140 (+2%)
Value$4.5M (+$1.1M)
Filed 2026-10-07
Onyx Bridge Wealth Group LLC
INCREASED
Shares6,225 from 5,989
Change+236 (+4%)
Value$4.5M (+$1.1M)
Filed 2026-10-16
Realta Investment Advisors
INCREASED
Shares6,224 from 5,967
Change+257 (+4%)
Value$4.5M (+$1.2M)
Filed 2026-10-14
Norway Savings Bank
DECREASED
Shares6,216 from 6,273
Change-57 (-1%)
Value$4.5M (+$974.2K)
Filed 2026-10-20
Goodman Advisory Group, LLC
DECREASED
Shares6,198 from 7,120
Change-922 (-13%)
Value$4.5M (+$484.0K)
Filed 2026-11-02
Consilium Wealth Advisory, LLC
DECREASED
Shares6,175 from 6,250
Change-75 (-1%)
Value$4.5M (+$957.5K)
Filed 2026-10-14
Greenfield Savings Bank
INCREASED
Shares6,170 from 6,164
Change+6 (+0%)
Value$4.5M (+$1.0M)
Filed 2026-10-07
Correct Capital Wealth Management
DECREASED
Shares6,142 from 6,153
Change-11 (0%)
Value$4.5M (+$988.6K)
Filed 2026-11-02
Tilia Fiduciary Partners, Inc.
INCREASED
Shares6,122 from 2,852
Change+3,270 (+115%)
Value$4.4M (+$2.8M)
Filed 2026-10-09
North Star Investment Management Corp.
INCREASED
Shares6,102 from 6,023
Change+79 (+1%)
Value$4.4M (+$1.0M)
Filed 2026-10-27
111 Capital
DECREASED
Shares6,096 from 14,080
Change-7,984 (-57%)
Value$4.4M (-$3.5M)
Filed 2026-11-03
Almanack Investment Partners, Llc.
INCREASED
Shares6,084 from 5,423
Change+661 (+12%)
Value$4.4M (+$1.4M)
Filed 2026-11-03
Sanders Morris Harris LLC
NEW
Shares6,042
Change+6,042
Value$4.4M
Filed 2026-10-14
Werba Rubin Papier Wealth Management
INCREASED
Shares6,039 from 5,507
Change+532 (+10%)
Value$4.4M (+$1.3M)
Filed 2026-11-06
Primoris Wealth Advisors, LLC
INCREASED
Shares6,027 from 2,939
Change+3,088 (+105%)
Value$4.4M (+$2.7M)
Filed 2026-10-28
Clay Northam Wealth Management, LLC
DECREASED
Shares6,015 from 6,090
Change-75 (-1%)
Value$4.4M (+$931.7K)
Filed 2026-10-13
BigSur Wealth Management LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$4.4M (+$971.3K)
Filed 2026-10-13
Comprehensive Financial Planning, Inc.
DECREASED
Shares5,977 from 5,988
Change-11 (0%)
Value$4.3M (+$961.7K)
Filed 2026-10-27
Canvas Wealth Advisors, LLC
INCREASED
Shares5,973 from 5,850
Change+123 (+2%)
Value$3.7M (+$435.1K)
Filed 2026-11-02
AUA Capital Management, LLC
DECREASED
Shares5,952 from 6,248
Change-296 (-5%)
Value$4.3M (+$796.8K)
Filed 2026-10-15
Revisor Wealth Management LLC
INCREASED
Shares5,949 from 5,923
Change+26 (+0%)
Value$4.2M (+$911.6K)
Filed 2026-10-20
Signature Wealth Management Partners, LLC
DECREASED
Shares5,941 from 5,977
Change-36 (-1%)
Value$4.3M (+$941.7K)
Filed 2026-10-21
Greenup Street Wealth Management LLC
DECREASED
Shares5,911 from 13,348
Change-7,437 (-56%)
Value$4.3M (-$3.2M)
Filed 2026-10-28
Gradient Capital Advisors, LLC
DECREASED
Shares5,889 from 6,195
Change-306 (-5%)
Value$4.3M (+$780.5K)
Filed 2026-10-21
Retirement Planning Group, LLC
INCREASED
Shares5,880 from 4,131
Change+1,749 (+42%)
Value$4.3M (+$1.9M)
Filed 2026-10-19
Delta Financial Advisors LLC
INCREASED
Shares5,878 from 5,725
Change+153 (+3%)
Value$4.3M (+$1.0M)
Filed 2026-10-27
Outfitters Financial LLC
DECREASED
Shares5,862 from 6,227
Change-365 (-6%)
Value$4.3M (+$743.4K)
Filed 2026-10-23
Violich Capital Management, Inc.
INCREASED
Shares5,845 from 5,615
Change+230 (+4%)
Value$4.2M (+$1.1M)
Filed 2026-10-05
Weil Company, Inc.
DECREASED
Shares5,836 from 5,928
Change-92 (-2%)
Value$4.2M (+$893.5K)
Filed 2026-10-14
Waystone Advisors LLC
UNCHANGED
Shares5,829 from 5,829
Change0 (0%)
Value$3.3M ($0)
Filed 2026-10-16
StoneRidge PMG Advisors, LLC
NEW
Shares5,827
Change+5,827
Value$4.2M
Filed 2026-11-04
Atlas Brown,Inc.
DECREASED
Shares5,826 from 5,848
Change-22 (0%)
Value$4.2M (+$930.6K)
Filed 2026-10-09
Regent Peak Wealth Advisors LLC
INCREASED
Shares5,782 from 5,486
Change+296 (+5%)
Value$4.2M (+$1.1M)
Filed 2026-10-13
Altfest L J & Co Inc
INCREASED
Shares5,782 from 5,682
Change+100 (+2%)
Value$4.2M (+$992.7K)
Filed 2026-10-27
Elevation Wealth Management LLC
INCREASED
Shares5,778 from 4,960
Change+818 (+16%)
Value$4.2M (+$1.4M)
Filed 2026-11-02
InTrack Investment Management Inc
DECREASED
Shares5,778 from 6,151
Change-373 (-6%)
Value$4.2M (+$725.6K)
Filed 2026-10-15
Five Oceans Advisors
DECREASED
Shares5,775 from 5,813
Change-38 (-1%)
Value$4.2M (+$913.5K)
Filed 2026-10-22
Prosperity Financial Group, Inc.
INCREASED
Shares5,763 from 5,287
Change+476 (+9%)
Value$4.2M (+$1.2M)
Filed 2026-10-29
Adirondack Trust Co
INCREASED
Shares5,762 from 5,743
Change+19 (+0%)
Value$4.2M (+$943.5K)
Filed 2026-10-14
Argus Investors' Counsel, Inc.
DECREASED
Shares5,761 from 5,815
Change-54 (-1%)
Value$4.2M (+$902.2K)
Filed 2026-10-09
Daytona Street Capital LLC
INCREASED
Shares5,757 from 5,282
Change+475 (+9%)
Value$4.3M (+$741.5K)
Filed 2026-10-15
Accredited Investors Inc.
DECREASED
Shares5,756 from 6,270
Change-514 (-8%)
Value$4.2M (+$642.4K)
Filed 2026-11-03
Hudson Canyon Capital Management
DECREASED
Shares5,749 from 6,544
Change-795 (-12%)
Value$4.2M (+$482.9K)
Filed 2026-11-04
Vestor Capital, LLC
DECREASED
Shares5,747 from 20,138
Change-14,391 (-71%)
Value$2.0K (-$3.5K)
Filed 2026-11-04
Indiana Trust & Investment Management Co
DECREASED
Shares5,739 from 5,954
Change-215 (-4%)
Value$4.2M (+$808.0K)
Filed 2026-10-22
Genus Capital Management Inc.
INCREASED
Shares5,734 from 427
Change+5,307 (+1243%)
Value$4.2M (+$3.9M)
Filed 2026-11-04
Argentarii, LLC
INCREASED
Shares5,726 from 5,702
Change+24 (+0%)
Value$4.2M (+$736.2K)
Filed 2026-10-28
Chatham Capital Group, Inc.
INCREASED
Shares5,724 from 5,709
Change+15 (+0%)
Value$4.2M (+$935.1K)
Filed 2026-10-16
Lederer & Associates Investment Counsel
DECREASED
Shares5,694 from 6,276
Change-582 (-9%)
Value$4.1M (+$4.1M)
Filed 2026-10-23
Fortis Group Advisors, LLC
INCREASED
Shares5,677 from 5,604
Change+73 (+1%)
Value$3.5M (+$348.3K)
Filed 2026-11-06
Golden Reserve Retirement LLC
INCREASED
Shares5,676 from 3,891
Change+1,785 (+46%)
Value$4.1M (+$1.9M)
Filed 2026-11-02
Legal Advantage Investments, Inc.
UNCHANGED
Shares5,675 from 5,675
Change0 (0%)
Value$4.1M (+$918.7K)
Filed 2026-10-13
Antonelli Financial Advisors, LLC
DECREASED
Shares5,674 from 5,885
Change-211 (-4%)
Value$4.1M (+$799.0K)
Filed 2026-10-13
XXI Wealth, LLC
INCREASED
Shares5,669 from 3,719
Change+1,950 (+52%)
Value$4.1M (+$2.0M)
Filed 2026-10-22
Triangle Securities Wealth Management
INCREASED
Shares5,661 from 5,540
Change+121 (+2%)
Value$4.1M (+$984.7K)
Filed 2026-10-14
Cypress Wealth Services, LLC
INCREASED
Shares5,653 from 5,548
Change+105 (+2%)
Value$4.2M (+$1.1M)
Filed 2026-10-21
Traynor Capital Management, Inc.
DECREASED
Shares5,638 from 13,787
Change-8,149 (-59%)
Value$4.1M (-$3.7M)
Filed 2026-10-29
Rose Capital Advisors LLC
INCREASED
Shares5,605 from 1,963
Change+3,642 (+186%)
Value$4.1M (+$3.0M)
Filed 2026-11-04
Barrett & Company, Inc.
DECREASED
Shares5,604 from 6,276
Change-672 (-11%)
Value$4.1M (+$528.2K)
Filed 2026-10-22
Eagle Wealth Advisors LLC
INCREASED
Shares5,601 from 5,497
Change+104 (+2%)
Value$4.1M (+$965.3K)
Filed 2026-10-20
Fairvoy Private Wealth, LLC
DECREASED
Shares5,585 from 6,032
Change-447 (-7%)
Value$4.1M (+$652.6K)
Filed 2026-10-19
LexAurum Advisors, LLC
INCREASED
Shares5,578 from 5,019
Change+559 (+11%)
Value$4.0M (+$1.2M)
Filed 2026-10-19
Virtue Capital Management, LLC
DECREASED
Shares5,572 from 6,858
Change-1,286 (-19%)
Value$4.0M (+$177.6K)
Filed 2026-10-29
Collar Capital Management, LLC
INCREASED
Shares5,562 from 5,488
Change+74 (+1%)
Value$4.0M (+$942.1K)
Filed 2026-10-28
Brian LOW Financial Group, LLC
INCREASED
Shares5,554 from 5,305
Change+249 (+5%)
Value$4.0M (+$1.0M)
Filed 2026-10-28
GLR Partners, LLC
DECREASED
Shares5,549 from 5,770
Change-221 (-4%)
Value$4.0M (+$774.1K)
Filed 2026-11-04
Silphium Asset Management Ltd
DECREASED
Shares5,529 from 6,459
Change-930 (-14%)
Value$4.0M (+$371.2K)
Filed 2026-10-27
MW Advisory, LLC
INCREASED
Shares5,520 from 4,898
Change+622 (+13%)
Value$4.0M (+$1.2M)
Filed 2026-10-19
Valley National Advisers Inc
DECREASED
Shares5,514 from 9,384
Change-3,870 (-41%)
Value$4.0M (-$1.3M)
Filed 2026-10-23
Romano Brothers and Company
INCREASED
Shares5,502 from 5,438
Change+64 (+1%)
Value$4.0M (+$926.8K)
Filed 2026-10-22
Greenspring Advisors, LLC
INCREASED
Shares5,484 from 5,411
Change+73 (+1%)
Value$4.0M (+$928.9K)
Filed 2026-11-05
KRS Capital Management, LLC
DECREASED
Shares5,444 from 5,461
Change-17 (0%)
Value$3.9M (+$871.8K)
Filed 2026-10-16
Lewis Asset Management, LLC
DECREASED
Shares5,436 from 9,447
Change-4,011 (-42%)
Value$3.9M (-$1.4M)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares5,430 from 5,411
Change+19 (+0%)
Value$3.9M (+$889.8K)
Filed 2026-10-20
William John Sempolinski
DECREASED
Shares5,415 from 5,515
Change-100 (-2%)
Value$3.9M (+$820.3K)
Filed 2026-10-20
High Note Wealth, LLC
INCREASED
Shares5,406 from 5,189
Change+217 (+4%)
Value$3.9M (+$997.4K)
Filed 2026-10-27
WealthPLAN Partners, LLC
INCREASED
Shares5,393 from 4,859
Change+534 (+11%)
Value$3.9M (+$1.2M)
Filed 2026-10-15
FSM Wealth Advisors, LLC
INCREASED
Shares5,390 from 4,663
Change+727 (+16%)
Value$3.9M (+$1.3M)
Filed 2026-10-27
LFG Wealth Partners, LLC
DECREASED
Shares5,389 from 5,398
Change-9 (0%)
Value$3.9M (+$867.2K)
Filed 2026-10-28
Ridgewood Investments LLC
DECREASED
Shares5,384 from 5,753
Change-369 (-6%)
Value$3.9M (+$663.8K)
Filed 2026-10-05
Alchemi Wealth, LLC
DECREASED
Shares5,356 from 5,425
Change-69 (-1%)
Value$3.9M (+$828.4K)
Filed 2026-11-04
Integral Investment Advisors, Inc.
INCREASED
Shares5,355 from 5,352
Change+3 (+0%)
Value$3.9M (+$868.7K)
Filed 2026-11-03
St. Louis Financial Planners Asset Management, LLC
NEW
Shares5,354
Change+5,354
Value$3.6M
Filed 2026-10-16
Clearwave Capital, LLC
INCREASED
Shares5,345 from 4,944
Change+401 (+8%)
Value$3.9M (+$1.1M)
Filed 2026-10-27
Wealth Science Advisors LLC
DECREASED
Shares5,345 from 5,405
Change-60 (-1%)
Value$3.9M (+$831.5K)
Filed 2026-10-09
Harold Davidson & Associates Inc.
DECREASED
Shares5,338 from 5,495
Change-157 (-3%)
Value$3.9M (+$775.8K)
Filed 2026-10-29
Smith Thornton Advisors LLC
INCREASED
Shares5,336 from 5,274
Change+62 (+1%)
Value$3.9M (+$405.7K)
Filed 2026-10-16
Brady Martz Wealth Solutions, LLC
INCREASED
Shares5,334 from 4,856
Change+478 (+10%)
Value$3.9M (+$1.1M)
Filed 2026-11-05
Stevens Capital Partners
INCREASED
Shares5,323 from 5,161
Change+162 (+3%)
Value$3.9M (+$953.2K)
Filed 2026-10-29
Matauro, LLC
DECREASED
Shares5,321 from 5,739
Change-418 (-7%)
Value$3.9M (+$626.2K)
Filed 2026-11-03
Aurora Private Wealth, Inc.
INCREASED
Shares5,311 from 4,936
Change+375 (+8%)
Value$3.9M (+$1.1M)
Filed 2026-10-20
Altura Wealth Advisors Inc.
INCREASED
Shares5,304 from 5,120
Change+184 (+4%)
Value$3.8M (+$962.2K)
Filed 2026-10-22
TSG Advice Partners, LLC
NEW
Shares5,289
Change+5,289
Value$3.0M
Filed 2026-10-29
Commons Capital, LLC
DECREASED
Shares5,273 from 5,293
Change-20 (0%)
Value$3.8M (+$842.7K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares5,272 from 5,272
Change0 (0%)
Value$3.0M ($0)
Filed 2026-10-26
Rockingstone Advisors LLC
DECREASED
Shares5,266 from 5,296
Change-30 (-1%)
Value$3.8M (+$835.6K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
DECREASED
Shares5,265 from 5,584
Change-319 (-6%)
Value$3.8M (+$672.7K)
Filed 2026-10-13
Oak Thistle LLC
NEW
Shares5,255
Change+5,255
Value$3.8M
Filed 2026-10-21
One Wealth Capital Management, LLC
DECREASED
Shares5,243 from 8,966
Change-3,723 (-42%)
Value$3.8M (-$1.2M)
Filed 2026-10-23
Marest Capital, LLC
DECREASED
Shares5,221 from 5,227
Change-6 (0%)
Value$3.8M (+$848.9K)
Filed 2026-10-23
Boltwood Capital Management
INCREASED
Shares5,190 from 5,110
Change+80 (+2%)
Value$3.8M (+$885.3K)
Filed 2026-10-02
Cypress Point Wealth Management, LLC
INCREASED
Shares5,188 from 4,930
Change+258 (+5%)
Value$3.8M (+$985.3K)
Filed 2026-11-03
Vann Equity Management LLC
DECREASED
Shares5,185 from 5,195
Change-10 (0%)
Value$3.8M (+$833.9K)
Filed 2026-10-08
Tritonpoint Wealth, LLC
INCREASED
Shares5,181 from 4,955
Change+226 (+5%)
Value$3.8M (+$966.1K)
Filed 2026-10-19
Compass Wealth Management LLC
NEW
Shares5,179
Change+5,179
Value$3.8M
Filed 2026-10-22
Deseret Mutual Benefit Administrators
INCREASED
Shares5,174 from 4,655
Change+519 (+11%)
Value$3.8M (+$1.1M)
Filed 2026-11-04
Ethos Capital Management, Inc.
INCREASED
Shares5,167 from 4,681
Change+486 (+10%)
Value$3.7M (+$1.1M)
Filed 2026-11-03
Prudent Man Advisors, LLC
DECREASED
Shares5,159 from 5,318
Change-159 (-3%)
Value$3.7M (+$745.6K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares5,143 from 13,069
Change-7,926 (-61%)
Value$3.7M (-$3.6M)
Filed 2026-10-28
Net Worth Advisory Group
INCREASED
Shares5,133 from 4,866
Change+267 (+5%)
Value$3.7M (+$984.7K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
INCREASED
Shares5,132 from 5,004
Change+128 (+3%)
Value$3.7M (+$903.3K)
Filed 2026-10-26
Fourpath Capital Management, LLC
DECREASED
Shares5,125 from 5,744
Change-619 (-11%)
Value$3.7M (+$481.0K)
Filed 2026-10-19
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares5,120 from 4,640
Change+480 (+10%)
Value$3.7M (+$1.1M)
Filed 2026-11-06
DeDora Capital, Inc.
DECREASED
Shares5,101 from 5,233
Change-132 (-3%)
Value$3.7M (+$751.8K)
Filed 2026-10-26
Traveka Wealth, LLC
INCREASED
Shares5,077 from 4,725
Change+352 (+7%)
Value$3.7M (+$1.0M)
Filed 2026-10-19
GraniteShares Advisors LLC
INCREASED
Shares5,074 from 5,008
Change+66 (+1%)
Value$3.7M (+$858.6K)
Filed 2026-10-29
Essex Bank
INCREASED
Shares5,064 from 5,054
Change+10 (+0%)
Value$3.7M (+$825.4K)
Filed 2026-10-16
SYM Financial Corp
INCREASED
Shares5,057 from 3,888
Change+1,169 (+30%)
Value$3.7M (+$1.5M)
Filed 2026-10-26
Goldenstone Wealth Management LLC
INCREASED
Shares5,045 from 4,938
Change+107 (+2%)
Value$3.7M (+$877.1K)
Filed 2026-11-04
Whitener Capital Management, Inc.
INCREASED
Shares5,022 from 4,954
Change+68 (+1%)
Value$3.6M (+$851.3K)
Filed 2026-10-15
QTR Family Wealth, LLC
INCREASED
Shares5,019 from 4,755
Change+264 (+6%)
Value$3.6M (+$960.9K)
Filed 2026-11-02
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED
Shares5,000 from 2,496
Change+2,504 (+100%)
Value$3.6M (+$2.2M)
Filed 2026-11-04
RKL Wealth Management LLC
INCREASED
Shares4,987 from 4,923
Change+64 (+1%)
Value$3.6M (+$843.5K)
Filed 2026-10-16
Donor Advised Charitable Giving, Inc.
UNCHANGED
Shares4,984 from 4,984
Change0 (0%)
Value$3.6M (+$806.9K)
Filed 2026-10-28
bLong Financial, LLC
UNCHANGED
Shares4,974 from 4,974
Change0 (0%)
Value$3.6M (+$805.2K)
Filed 2026-10-29
Leisure Capital Management
DECREASED
Shares4,971 from 5,049
Change-78 (-2%)
Value$3.6M (+$760.8K)
Filed 2026-11-03
Index Fund Advisors, Inc.
DECREASED
Shares4,968 from 5,006
Change-38 (-1%)
Value$3.6M (+$782.7K)
Filed 2026-11-05
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares4,956 from 4,930
Change+26 (+1%)
Value$3.6M (+$817.0K)
Filed 2026-10-15
Rare Wolf Capital LLC
DECREASED
Shares4,942 from 5,154
Change-212 (-4%)
Value$3.6M (+$680.6K)
Filed 2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED
Shares4,939 from 5,076
Change-137 (-3%)
Value$3.6M (+$722.5K)
Filed 2026-10-21
Alexander Randolph Advisory, Inc.
INCREASED
Shares4,925 from 4,902
Change+23 (+0%)
Value$3.6M (+$810.3K)
Filed 2026-11-04
Wealth Quarterback LLC
INCREASED
Shares4,920 from 4,622
Change+298 (+6%)
Value$3.6M (+$964.5K)
Filed 2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED
Shares4,919 from 5,004
Change-85 (-2%)
Value$3.6M (+$830.5K)
Filed 2026-10-09
Quantum Financial Advisors, LLC
INCREASED
Shares4,912 from 4,743
Change+169 (+4%)
Value$3.6M (+$890.6K)
Filed 2026-11-03
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares4,911 from 4,911
Change0 (0%)
Value$3.6M (+$795.0K)
Filed 2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares4,893 from 4,978
Change-85 (-2%)
Value$3.5M (+$744.0K)
Filed 2026-10-22
Tealwood Asset Management Inc
DECREASED
Shares4,891 from 4,999
Change-108 (-2%)
Value$3.5M (+$3.5M)
Filed 2026-10-13
Pinion Investment Advisors, LLC
INCREASED
Shares4,881 from 3,916
Change+965 (+25%)
Value$3.5M (+$1.3M)
Filed 2026-11-04
Clearstead Trust, LLC
INCREASED
Shares4,875 from 4,587
Change+288 (+6%)
Value$3.5M (+$951.6K)
Filed 2026-11-06
Western Pacific Wealth Management, LP
DECREASED
Shares4,869 from 4,920
Change-51 (-1%)
Value$3.5M (+$759.6K)
Filed 2026-10-16
Investment Research Partners LLC
DECREASED
Shares4,861 from 5,649
Change-788 (-14%)
Value$3.5M (+$343.0K)
Filed 2026-10-19
EPG Wealth Management LLC
INCREASED
Shares4,822 from 4,558
Change+264 (+6%)
Value$3.5M (+$929.1K)
Filed 2026-11-03
Yankcom Partnership
INCREASED
Shares4,791 from 3,952
Change+839 (+21%)
Value$3.5M (+$1.2M)
Filed 2026-10-15
Marin Bay Wealth Advisors, LLC
INCREASED
Shares4,781 from 4,723
Change+58 (+1%)
Value$3.5M (+$806.5K)
Filed 2026-10-28
Shoker Investment Counsel, Inc.
DECREASED
Shares4,780 from 4,999
Change-219 (-4%)
Value$3.5M (+$650.8K)
Filed 2026-11-04
Tennessee Valley Asset Management Partners
DECREASED
Shares4,773 from 5,045
Change-272 (-5%)
Value$3.5M (+$619.7K)
Filed 2026-11-03
Wespac Advisors SoCal, LLC
DECREASED
Shares4,772 from 4,972
Change-200 (-4%)
Value$3.5M (+$660.0K)
Filed 2026-10-13
Barings LLC
INCREASED
Shares4,770 from 3,537
Change+1,233 (+35%)
Value$3.5M (+$1.5M)
Filed 2026-10-22
Kenora Financial, LLC
DECREASED
Shares4,757 from 5,027
Change-270 (-5%)
Value$3.4M (+$618.0K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED
Shares4,747 from 4,907
Change-160 (-3%)
Value$3.4M (+$678.9K)
Filed 2026-11-04
Miramontes Capital, LLC
DECREASED
Shares4,744 from 4,813
Change-69 (-1%)
Value$3.4M (+$728.8K)
Filed 2026-10-19
Essex LLC
DECREASED
Shares4,739 from 4,753
Change-14 (0%)
Value$3.4M (+$759.1K)
Filed 2026-10-14
Integrated Financial Solutions, Inc.
INCREASED
Shares4,732 from 4,650
Change+82 (+2%)
Value$3.4M (+$812.3K)
Filed 2026-10-09
Mitchell Sinkler & Starr
DECREASED
Shares4,726 from 4,745
Change-19 (0%)
Value$3.4M (+$754.4K)
Filed 2026-10-13
PW Nova Financial Services LLC
INCREASED
Shares4,720 from 4,689
Change+31 (+1%)
Value$3.4M (+$781.7K)
Filed 2026-10-15
Tempus Wealth Planning, LLC
INCREASED
Shares4,718 from 3,959
Change+759 (+19%)
Value$3.4M (+$1.2M)
Filed 2026-10-14
Fjell Capital, LLC
INCREASED
Shares4,704 from 4,431
Change+273 (+6%)
Value$3.4M (+$915.4K)
Filed 2026-10-13
Nadler Financial Group, Inc.
INCREASED
Shares4,688 from 4,475
Change+213 (+5%)
Value$3.4M (+$879.2K)
Filed 2026-10-23
Investment Partners Asset Management, Inc.
INCREASED
Shares4,682 from 4,680
Change+2 (+0%)
Value$3.4M (+$759.1K)
Filed 2026-10-09
Accuvest Global Advisors
NEW
Shares4,660
Change+4,660
Value$3.4M
Filed 2026-11-04
Lineweaver Wealth Advisors, LLC
DECREASED
Shares4,657 from 5,474
Change-817 (-15%)
Value$3.4M (+$293.5K)
Filed 2026-10-13
Meadowbrook Wealth Management, LLC
INCREASED
Shares4,652 from 1,570
Change+3,082 (+196%)
Value$3.4M (+$2.4M)
Filed 2026-10-08
Midwest Professional Planners, Ltd.
DECREASED
Shares4,652 from 5,675
Change-1,023 (-18%)
Value$3.4M (+$177.0K)
Filed 2026-10-29
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED
Shares4,650 from 1,138
Change+3,512 (+309%)
Value$3.4M (+$2.7M)
Filed 2026-11-04
Missouri Trust & Investment Co
INCREASED
Shares4,649 from 4,564
Change+85 (+2%)
Value$3.4M (+$830.7K)
Filed 2026-11-04
Rakuten Securities, Inc.
DECREASED
Shares4,648 from 9,876
Change-5,228 (-53%)
Value$3.4M (-$2.2M)
Filed 2026-11-02
Sage Mountain Advisors LLC
DECREASED
Shares4,635 from 6,033
Change-1,398 (-23%)
Value$3.4M (-$37.2K)
Filed 2026-11-02
Eagle Bluffs Wealth Management LLC
INCREASED
Shares4,635 from 4,342
Change+293 (+7%)
Value$3.4M (+$915.4K)
Filed 2026-10-20
Financial Partners Group, Inc
DECREASED
Shares4,630 from 4,683
Change-53 (-1%)
Value$3.4M (+$720.0K)
Filed 2026-10-19
Kennedy Investment Group, Inc.
DECREASED
Shares4,628 from 5,669
Change-1,041 (-18%)
Value$3.4M (+$162.5K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
DECREASED
Shares4,615 from 5,448
Change-833 (-15%)
Value$3.3M (+$277.9K)
Filed 2026-10-13
First Command Advisory Services, Inc.
INCREASED
Shares4,595 from 3,648
Change+947 (+26%)
Value$3.3M (+$1.3M)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares4,592 from 4,092
Change+500 (+12%)
Value$3.3M (+$1.0M)
Filed 2026-10-14
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares4,560 from 5,300
Change-740 (-14%)
Value$3.3M (+$321.6K)
Filed 2026-10-09
Affiance Financial, LLC
INCREASED
Shares4,558 from 4,556
Change+2 (+0%)
Value$3.3M (+$738.9K)
Filed 2026-10-15
Vision Capital Management, Inc.
INCREASED
Shares4,553 from 4,192
Change+361 (+9%)
Value$3.3M (+$940.5K)
Filed 2026-10-20
Cravens & Co Advisors, LLC
INCREASED
Shares4,553 from 4,296
Change+257 (+6%)
Value$3.3M (+$881.6K)
Filed 2026-10-16
Joseph P. Lucia & Associates, LLC
INCREASED
Shares4,537 from 4,433
Change+104 (+2%)
Value$3.3M (+$792.8K)
Filed 2026-10-30
Family Capital Trust Co
DECREASED
Shares4,536 from 4,545
Change-9 (0%)
Value$3.3M (+$729.3K)
Filed 2026-10-22
Adell Harriman & Carpenter Inc
DECREASED
Shares4,532 from 4,626
Change-94 (-2%)
Value$3.3M (+$680.8K)
Filed 2026-11-02
KPP Advisory Services LLC
DECREASED
Shares4,522 from 4,553
Change-31 (-1%)
Value$3.3M (+$715.2K)
Filed 2026-10-26
Purus Wealth Management, LLC
DECREASED
Shares4,517 from 4,728
Change-211 (-4%)
Value$3.3M (+$612.2K)
Filed 2026-10-15
Gutierrez Wealth Advisory, LLC
INCREASED
Shares4,506 from 4,222
Change+284 (+7%)
Value$3.3M (+$889.8K)
Filed 2026-11-02
Forteris Wealth Management Inc.
DECREASED
Shares4,505 from 4,687
Change-182 (-4%)
Value$3.3M (+$626.8K)
Filed 2026-10-13
Cherokee Insurance Co
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$3.3M (+$728.5K)
Filed 2026-11-05
Milestone Asset Management Group, LLC
INCREASED
Shares4,494 from 4,326
Change+168 (+4%)
Value$3.3M (+$822.2K)
Filed 2026-10-20
Archford Capital Strategies, LLC
INCREASED
Shares4,489 from 3,934
Change+555 (+14%)
Value$3.3M (+$1.0M)
Filed 2026-10-19
Woodward Diversified Capital, LLC
DECREASED
Shares4,485 from 5,030
Change-545 (-11%)
Value$3.3M (+$419.4K)
Filed 2026-10-21
Novem Group
DECREASED
Shares4,481 from 4,603
Change-122 (-3%)
Value$3.2M (+$656.0K)
Filed 2026-10-19
V-Square Quantitative Management LLC
INCREASED
Shares4,472 from 4,108
Change+364 (+9%)
Value$3.2M (+$929.0K)
Filed 2026-10-15
Shaker Investments LLC
INCREASED
Shares4,472 from 4,371
Change+101 (+2%)
Value$3.2M (+$780.9K)
Filed 2026-11-05
Lifestyle Asset Management, Inc.
INCREASED
Shares4,446 from 4,049
Change+397 (+10%)
Value$3.2M (+$943.1K)
Filed 2026-10-20
Semus Wealth Partners LLC
DECREASED
Shares4,437 from 5,018
Change-581 (-12%)
Value$3.2M (+$391.1K)
Filed 2026-10-22
NWF Advisory Services Inc.
DECREASED
Shares4,437 from 4,955
Change-518 (-10%)
Value$3.2M (+$426.8K)
Filed 2026-10-19
Sidoxia Capital Management, LLC
DECREASED
Shares4,437 from 4,592
Change-155 (-3%)
Value$3.2M (+$630.9K)
Filed 2026-10-28
Hilltop National Bank
INCREASED
Shares4,424 from 4,269
Change+155 (+4%)
Value$3.2M (+$803.5K)
Filed 2026-10-14
Collaborative Fund Advisors, LLC
INCREASED
Shares4,399 from 3,295
Change+1,104 (+34%)
Value$3.2M (+$1.3M)
Filed 2026-11-02
Lighthouse Financial Services Inc
DECREASED
Shares4,390 from 4,580
Change-190 (-4%)
Value$3.2M (+$376.1K)
Filed 2026-11-02
LJI Wealth Management, LLC
DECREASED
Shares4,380 from 4,883
Change-503 (-10%)
Value$3.2M (+$425.8K)
Filed 2026-10-28
Montz Harcus Wealth Management LLC
DECREASED
Shares4,380 from 4,572
Change-192 (-4%)
Value$3.2M (+$601.1K)
Filed 2026-10-09
Bank of Stockton
DECREASED
Shares4,372 from 4,621
Change-249 (-5%)
Value$3.2M (+$567.5K)
Filed 2026-10-20
Watchman Group, Inc.
INCREASED
Shares4,370 from 4,293
Change+77 (+2%)
Value$3.2M (+$751.0K)
Filed 2026-10-16
Bank of New Hampshire
DECREASED
Shares4,367 from 4,488
Change-121 (-3%)
Value$3.2M (+$638.8K)
Filed 2026-10-06
Lincoln Capital Corp
INCREASED
Shares4,325 from 1,329
Change+2,996 (+225%)
Value$3.1M (+$2.4M)
Filed 2026-10-13
Crown Wealth Group, LLC
DECREASED
Shares4,316 from 4,676
Change-360 (-8%)
Value$3.1M (+$495.5K)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
DECREASED
Shares4,312 from 6,187
Change-1,875 (-30%)
Value$3.1M (-$358.4K)
Filed 2026-10-21
Melfa Wealth Management, Inc.
INCREASED
Shares4,306 from 4,281
Change+25 (+1%)
Value$3.1M (+$711.2K)
Filed 2026-11-06
WealthBridge Capital Management, LLC
DECREASED
Shares4,284 from 4,293
Change-9 (0%)
Value$3.1M (+$688.6K)
Filed 2026-10-16
Todd Wealth Management, LLC
INCREASED
Shares4,280 from 4,279
Change+1 (+0%)
Value$3.1M (+$693.4K)
Filed 2026-10-19
Encompass Wealth Advisors, LLC
INCREASED
Shares4,278 from 2,094
Change+2,184 (+104%)
Value$3.1M (+$1.9M)
Filed 2026-10-15
Acorn Financial Advisory Services Inc
DECREASED
Shares4,248 from 4,280
Change-32 (-1%)
Value$3.1M (+$670.0K)
Filed 2026-11-02
WBH Advisory Inc
DECREASED
Shares4,246 from 4,291
Change-45 (-1%)
Value$3.1M (+$662.4K)
Filed 2026-11-05
Retirement Guys Formula LLC
INCREASED
Shares4,245 from 3,841
Change+404 (+11%)
Value$3.1M (+$914.7K)
Filed 2026-10-26
IVC Wealth Advisors LLC
DECREASED
Shares4,243 from 4,710
Change-467 (-10%)
Value$3.1M (+$423.9K)
Filed 2026-10-23
Alpine Bank Wealth Management
INCREASED
Shares4,242 from 4,187
Change+55 (+1%)
Value$3.1M (+$717.7K)
Filed 2026-10-16
Mccarter Private Wealth Services LLC
INCREASED
Shares4,229 from 4,164
Change+65 (+2%)
Value$3.1M (+$721.2K)
Filed 2026-10-22
Symmetry Partners, LLC
INCREASED
Shares4,224 from 3,251
Change+973 (+30%)
Value$3.1M (+$1.2M)
Filed 2026-10-27
TT Capital Management LLC
INCREASED
Shares4,223 from 2,394
Change+1,829 (+76%)
Value$3.1M (+$1.7M)
Filed 2026-10-15
Tlwm
DECREASED
Shares4,211 from 4,317
Change-106 (-2%)
Value$3.1M (+$622.0K)
Filed 2026-10-09
Jacobsen Capital Management
INCREASED
Shares4,211 from 4,144
Change+67 (+2%)
Value$3.1M (+$719.5K)
Filed 2026-10-27
Vivid Wealth Management, LLC
DECREASED
Shares4,208 from 4,259
Change-51 (-1%)
Value$3.1M (+$652.6K)
Filed 2026-10-27
Benin Management Corp
UNCHANGED
Shares4,196 from 4,196
Change0 (0%)
Value$3.0M (+$679.2K)
Filed 2026-10-22
Tompkins Financial Corp
DECREASED
Shares4,195 from 4,354
Change-159 (-4%)
Value$3.0M (+$589.6K)
Filed 2026-10-05
WealthTrust Asset Management, LLC
DECREASED
Shares4,183 from 4,516
Change-333 (-7%)
Value$3.0M (+$489.2K)
Filed 2026-10-22
Bernardo Wealth Planning LLC
INCREASED
Shares4,182 from 1,936
Change+2,246 (+116%)
Value$3.0M (+$1.9M)
Filed 2026-10-23
55 North Private Wealth, LLC
INCREASED
Shares4,171 from 3,876
Change+295 (+8%)
Value$3.0M (+$841.4K)
Filed 2026-10-20
Balefire, LLC
DECREASED
Shares4,164 from 4,909
Change-745 (-15%)
Value$3.0M (+$254.4K)
Filed 2026-10-09
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares4,155 from 3,768
Change+387 (+10%)
Value$3.0M (+$890.6K)
Filed 2026-10-19
Markowski Investments
DECREASED
Shares4,146 from 5,152
Change-1,006 (-20%)
Value$3.0M (+$104.3K)
Filed 2026-10-30
Curtis Advisory Group, LLC
DECREASED
Shares4,141 from 4,604
Change-463 (-10%)
Value$3.0M (+$409.6K)
Filed 2026-10-28
Brooklyn FI, LLC
INCREASED
Shares4,136 from 1,020
Change+3,116 (+305%)
Value$2.6M (+$2.0M)
Filed 2026-11-05
Ellsworth Advisors, LLC
DECREASED
Shares4,134 from 15,147
Change-11,013 (-73%)
Value$3.0M (-$7.3M)
Filed 2026-10-15
Beacon Financial Advisory LLC
INCREASED
Shares4,126 from 3,881
Change+245 (+6%)
Value$3.0M (+$806.2K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares4,126 from 4,009
Change+117 (+3%)
Value$3.0M (+$3.0M)
Filed 2026-10-27
Blue Line Capital, LLC / IL
DECREASED
Shares4,114 from 4,720
Change-606 (-13%)
Value$3.0M (+$325.1K)
Filed 2026-11-04
AK Global Asset Management, LLC
DECREASED
Shares4,102 from 4,152
Change-50 (-1%)
Value$3.0M (+$635.9K)
Filed 2026-10-27
Dumont & Blake Investment Advisors LLC
INCREASED
Shares4,102 from 4,096
Change+6 (+0%)
Value$3.0M (+$667.4K)
Filed 2026-10-28
TritonPoint Partners, LLC
DECREASED
Shares4,090 from 6,553
Change-2,463 (-38%)
Value$3.0M (-$725.2K)
Filed 2026-11-05
Puff Wealth Management, LLC
INCREASED
Shares4,083 from 4,048
Change+35 (+1%)
Value$3.0M (+$681.2K)
Filed 2026-10-07
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares4,082 from 4,590
Change-508 (-11%)
Value$3.0M (+$374.8K)
Filed 2026-10-13
HMS Capital Management, LLC
INCREASED
Shares4,057 from 4,052
Change+5 (+0%)
Value$2.9M (+$659.2K)
Filed 2026-10-20
Montag A & Associates Inc
DECREASED
Shares4,038 from 4,867
Change-829 (-17%)
Value$2.9M (+$186.9K)
Filed 2026-10-29
Raleigh Capital Management Inc.
DECREASED
Shares4,035 from 4,913
Change-878 (-18%)
Value$2.9M (+$159.1K)
Filed 2026-10-28
Foundry Financial LLC
DECREASED
Shares4,034 from 4,160
Change-126 (-3%)
Value$2.9M (+$582.0K)
Filed 2026-10-16
Rezny Wealth Management, Inc.
INCREASED
Shares4,032 from 3,913
Change+119 (+3%)
Value$2.9M (+$719.8K)
Filed 2026-10-15
Triumph Capital Management
DECREASED
Shares4,031 from 5,767
Change-1,736 (-30%)
Value$2.9M (-$323.1K)
Filed 2026-10-14
Jeppson Wealth Management, LLC
DECREASED
Shares4,006 from 4,040
Change-34 (-1%)
Value$2.9M (+$629.5K)
Filed 2026-10-20
Tectonic Advisors LLC
INCREASED
Shares4,001 from 3,585
Change+416 (+12%)
Value$2.9M (+$882.2K)
Filed 2026-10-22
FengHe Fund Management Pte. Ltd.
NEW
Shares4,000
Change+4,000
Value$2.9M
Filed 2026-11-02
DBA Trading, LLC
NEW
Shares4,000
Change+4,000
Value$2.9M
Filed 2026-11-04
Weinberger Asset Management, Inc
INCREASED
Shares3,984 from 3,933
Change+51 (+1%)
Value$2.9M (+$699.6K)
Filed 2026-10-28
Baldwin Wealth Partners LLC
DECREASED
Shares3,966 from 4,402
Change-436 (-10%)
Value$2.9M (+$396.5K)
Filed 2026-10-13
Sun Group Wealth Partners
INCREASED
Shares3,958 from 3,955
Change+3 (+0%)
Value$2.9M (+$642.4K)
Filed 2026-10-26
Tred Avon Family Wealth, LLC
DECREASED
Shares3,953 from 4,058
Change-105 (-3%)
Value$2.9M (+$580.8K)
Filed 2026-10-20
Seven Mile Advisory
INCREASED
Shares3,952 from 3,947
Change+5 (+0%)
Value$2.9M (+$642.7K)
Filed 2026-10-22
Argos Wealth Advisors, LLC
DECREASED
Shares3,950 from 4,102
Change-152 (-4%)
Value$2.9M (+$553.9K)
Filed 2026-11-02
Washburn Capital Management, Inc.
DECREASED
Shares3,936 from 4,683
Change-747 (-16%)
Value$2.9M (+$217.2K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
DECREASED
Shares3,934 from 3,985
Change-51 (-1%)
Value$2.9M (+$608.9K)
Filed 2026-11-05
BlueSky Wealth Advisors, LLC
INCREASED
Shares3,930 from 1,339
Change+2,591 (+194%)
Value$2.9M (+$2.1M)
Filed 2026-10-29
Hoge Financial Services, LLC
INCREASED
Shares3,918 from 3,791
Change+127 (+3%)
Value$2.8M (+$705.9K)
Filed 2026-11-05
Byrne Asset Management LLC
INCREASED
Shares3,912 from 3,864
Change+48 (+1%)
Value$2.8M (+$663.3K)
Filed 2026-10-06
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares3,909 from 4,175
Change-266 (-6%)
Value$2.8M (+$483.0K)
Filed 2026-11-03
RFG Holdings, Inc.
INCREASED
Shares3,901 from 3,833
Change+68 (+2%)
Value$2.8M (+$670.2K)
Filed 2026-10-30
Leo Wealth, LLC
NEW
Shares3,872
Change+3,872
Value$2.8M
Filed 2026-10-26
D'Orazio & Associates, Inc.
DECREASED
Shares3,870 from 4,144
Change-274 (-7%)
Value$2.8M (+$472.2K)
Filed 2026-11-04
Aspire Private Capital, LLC
DECREASED
Shares3,863 from 4,074
Change-211 (-5%)
Value$2.8M (+$506.7K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares3,862 from 3,944
Change-82 (-2%)
Value$2.8M (+$579.0K)
Filed 2026-10-22
Burr Financial Services, LLC
DECREASED
Shares3,858 from 16,557
Change-12,699 (-77%)
Value$2.8M (-$6.5M)
Filed 2026-10-08
Lynch & Associates
DECREASED
Shares3,836 from 3,871
Change-35 (-1%)
Value$2.8M (+$601.3K)
Filed 2026-10-13
Evermay Wealth Management LLC
DECREASED
Shares3,835 from 3,840
Change-5 (0%)
Value$2.8M (+$618.0K)
Filed 2026-11-05
Capital Management Associates, Inc
DECREASED
Shares3,828 from 3,912
Change-84 (-2%)
Value$2.8M (+$572.2K)
Filed 2026-10-20
B.A. Schrock Wealth Management, Inc.
NEW
Shares3,790
Change+3,790
Value$2.8M
Filed 2026-10-15
AGH Wealth Advisors, LLC
INCREASED
Shares3,785 from 3,422
Change+363 (+11%)
Value$2.7M (+$817.2K)
Filed 2026-10-26
CPC Advisors, LLC
INCREASED
Shares3,760 from 3,354
Change+406 (+12%)
Value$2.7M (+$837.4K)
Filed 2026-10-21
New Wave Wealth Advisors LLC
INCREASED
Shares3,755 from 3,417
Change+338 (+10%)
Value$2.9M (+$938.4K)
Filed 2026-10-19
Ellerson Group Inc
NEW
Shares3,737
Change+3,737
Value$2.3M
Filed 2026-11-04
Spirit of America Management Corp
INCREASED
Shares3,730 from 3,630
Change+100 (+3%)
Value$2.7M (+$660.2K)
Filed 2026-10-14
1834 Investment Advisors Co
INCREASED
Shares3,715 from 3,444
Change+271 (+8%)
Value$2.7M (+$754.1K)
Filed 2026-10-16
Capstone Wealth Management Group, LLC
NEW
Shares3,714
Change+3,714
Value$2.7M
Filed 2026-11-05
Park Edge Advisors, LLC
INCREASED
Shares3,708 from 3,568
Change+140 (+4%)
Value$2.7M (+$679.0K)
Filed 2026-10-28
Abacus Planning Group, Inc.
INCREASED
Shares3,708 from 3,658
Change+50 (+1%)
Value$2.7M (+$628.6K)
Filed 2026-11-02
Eagle Strategies LLC
INCREASED
Shares3,707 from 3,644
Change+63 (+2%)
Value$2.7M (+$635.4K)
Filed 2026-10-16
AA Financial Advisors, LLC
INCREASED
Shares3,705 from 3,566
Change+139 (+4%)
Value$2.7M (+$678.1K)
Filed 2026-10-19
D.B. Root & Company, LLC
DECREASED
Shares3,702 from 3,744
Change-42 (-1%)
Value$2.7M (+$575.7K)
Filed 2026-11-04
Coquina Private Wealth LLC
DECREASED
Shares3,701 from 3,799
Change-98 (-3%)
Value$2.7M (+$543.9K)
Filed 2026-10-27
Pier 88 Investment Partners LLC
NEW
Shares3,700
Change+3,700
Value$2.7M
Filed 2026-11-06
Insight Advisors, LLC/ PA
INCREASED
Shares3,695 from 3,689
Change+6 (+0%)
Value$2.7M (+$601.3K)
Filed 2026-10-22
Cardinal Point Capital Management ULC
DECREASED
Shares3,686 from 4,299
Change-613 (-14%)
Value$2.7M (+$251.1K)
Filed 2026-10-21
Private Wealth Partners, LLC
INCREASED
Shares3,686 from 3,184
Change+502 (+16%)
Value$2.7M (+$879.6K)
Filed 2026-10-22
M.E. Allison & Co., Inc.
DECREASED
Shares3,672 from 3,693
Change-21 (-1%)
Value$2.7M (+$582.8K)
Filed 2026-10-09
Syverson Strege & Co
DECREASED
Shares3,667 from 4,132
Change-465 (-11%)
Value$2.7M (+$331.7K)
Filed 2026-11-02
Family Office Research LLC
INCREASED
Shares3,666 from 3,665
Change+1 (+0%)
Value$2.7M (+$594.9K)
Filed 2026-10-14
Hickory Point Bank & Trust
DECREASED
Shares3,653 from 3,724
Change-71 (-2%)
Value$2.6M (+$551.4K)
Filed 2026-10-01
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares3,653 from 3,653
Change0 (0%)
Value$2.6M (+$591.4K)
Filed 2026-10-30
Cresta Advisors, Ltd.
DECREASED
Shares3,649 from 4,748
Change-1,099 (-23%)
Value$2.6M (-$28.3K)
Filed 2026-10-14
Centennial Wealth Advisory LLC
DECREASED
Shares3,620 from 3,629
Change-9 (0%)
Value$2.6M (+$581.8K)
Filed 2026-10-16
First Heartland Consultants, Inc.
DECREASED
Shares3,617 from 3,768
Change-151 (-4%)
Value$2.6M (+$500.5K)
Filed 2026-10-08
JBR Co Financial Management Inc
DECREASED
Shares3,613 from 3,688
Change-75 (-2%)
Value$2.2M (+$137.0K)
Filed 2026-10-13
Asset Advisory Group, Inc.
DECREASED
Shares3,610 from 3,629
Change-19 (-1%)
Value$2.6M (+$574.2K)
Filed 2026-10-20
Harmony Asset Management LLC
DECREASED
Shares3,606 from 3,692
Change-86 (-2%)
Value$2.6M (+$535.8K)
Filed 2026-10-20
Professional Financial Advisors, LLC
DECREASED
Shares3,599 from 3,611
Change-12 (0%)
Value$2.6M (+$575.8K)
Filed 2026-10-13
XML Financial, LLC
DECREASED
Shares3,591 from 3,633
Change-42 (-1%)
Value$2.6M (+$558.2K)
Filed 2026-10-29
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares3,588 from 3,588
Change0 (0%)
Value$2.6M (+$580.9K)
Filed 2026-10-14
Lodestone Wealth Management LLC
INCREASED
Shares3,584 from 3,534
Change+50 (+1%)
Value$2.6M (+$608.4K)
Filed 2026-10-14
Independent Wealth Network Inc.
INCREASED
Shares3,583 from 3,464
Change+119 (+3%)
Value$2.6M (+$646.6K)
Filed 2026-10-19
Garrett Wealth Advisory Group, LLC
INCREASED
Shares3,582 from 3,564
Change+18 (+1%)
Value$2.6M (+$590.0K)
Filed 2026-10-22
Corda Investment Management, Llc.
DECREASED
Shares3,574 from 4,101
Change-527 (-13%)
Value$2.6M (+$281.6K)
Filed 2026-10-22
Mascagni Wealth Management, Inc.
DECREASED
Shares3,574 from 3,717
Change-143 (-4%)
Value$2.6M (+$497.6K)
Filed 2026-10-23
Rossby Financial, LCC
DECREASED
Shares3,569 from 4,374
Change-805 (-18%)
Value$2.6M (+$124.5K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares3,567 from 4,352
Change-785 (-18%)
Value$2.6M (+$557.1K)
Filed 2026-10-20
Arch Global Advisors, LLC
DECREASED
Shares3,560 from 3,603
Change-43 (-1%)
Value$2.6M (+$552.1K)
Filed 2026-10-23
Smith Group Asset Management, LLC
DECREASED
Shares3,555 from 90,863
Change-87,308 (-96%)
Value$2.6M (-$48.6M)
Filed 2026-10-27
BridgePort Financial Solutions, LLC
INCREASED
Shares3,533 from 3,052
Change+481 (+16%)
Value$2.6M (+$842.7K)
Filed 2026-11-02
Harfst & Associates, Inc.
INCREASED
Shares3,525 from 3,451
Change+74 (+2%)
Value$2.6M (+$612.4K)
Filed 2026-10-20
Haven Capital Group, Inc.
INCREASED
Shares3,523 from 3,405
Change+118 (+3%)
Value$2.6M (+$636.8K)
Filed 2026-10-13
Rahlfs Capital, LLC
UNCHANGED
Shares3,521 from 3,521
Change0 (0%)
Value$2.6M (+$570.0K)
Filed 2026-10-23
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares3,519 from 3,610
Change-91 (-3%)
Value$2.6M (+$518.9K)
Filed 2026-10-20
Uptick Partners, LLC
INCREASED
Shares3,518 from 2,837
Change+681 (+24%)
Value$2.6M (+$953.1K)
Filed 2026-11-04
Financial & Tax Architects, LLC
DECREASED
Shares3,503 from 3,876
Change-373 (-10%)
Value$2.5M (+$356.9K)
Filed 2026-10-15
Breakwater Capital Group
INCREASED
Shares3,502 from 3,232
Change+270 (+8%)
Value$2.5M (+$719.5K)
Filed 2026-10-09
S.A. Mason LLC
DECREASED
Shares3,501 from 3,533
Change-32 (-1%)
Value$2.5M (+$548.5K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
INCREASED
Shares3,500 from 2,690
Change+810 (+30%)
Value$2.5M (+$1.0M)
Filed 2026-10-22
Paradigm Asset Management Co LLC
DECREASED
Shares3,500 from 4,201
Change-701 (-17%)
Value$2.5M (+$171.7K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares3,496 from 3,432
Change+64 (+2%)
Value$1.6M (+$371.2K)
Filed 2026-11-04
Leeward Financial Partners, LLC
DECREASED
Shares3,493 from 4,111
Change-618 (-15%)
Value$2.5M (+$217.4K)
Filed 2026-10-23
Atlatl Advisers LLC
INCREASED
Shares3,491 from 453
Change+3,038 (+671%)
Value$2.5M (+$2.3M)
Filed 2026-10-22
Flavin Financial Services, Inc.
INCREASED
Shares3,490 from 3,474
Change+16 (+0%)
Value$2.5M (+$574.0K)
Filed 2026-10-21
Obsidian CIO, LLC
INCREASED
Shares3,489 from 3,461
Change+28 (+1%)
Value$2.5M (+$580.5K)
Filed 2026-11-05
Riversedge Advisors, LLC
INCREASED
Shares3,483 from 2,838
Change+645 (+23%)
Value$2.5M (+$927.2K)
Filed 2026-10-09
State of Wyoming
DECREASED
Shares3,475 from 7,281
Change-3,806 (-52%)
Value$2.5M (-$1.6M)
Filed 2026-10-28
Laurion Capital Management LP
DECREASED
Shares3,474 from 10,629
Change-7,155 (-67%)
Value$2.5M (-$3.5M)
Filed 2026-10-30
Vanguard Capital Wealth Advisors
INCREASED
Shares3,454 from 3,443
Change+11 (+0%)
Value$2.5M (+$565.4K)
Filed 2026-10-16
Corps Capital Advisors, LLC
INCREASED
Shares3,441 from 3,426
Change+15 (+0%)
Value$2.5M (+$565.6K)
Filed 2026-11-05
Augustine Asset Management Inc
INCREASED
Shares3,440 from 1,587
Change+1,853 (+117%)
Value$2.5M (+$1.6M)
Filed 2026-10-13
Genesee Capital Advisors, LLC
INCREASED
Shares3,440 from 3,413
Change+27 (+1%)
Value$2.5M (+$572.3K)
Filed 2026-10-20
Clarus Wealth Advisors
INCREASED
Shares3,438 from 3,235
Change+203 (+6%)
Value$2.5M (+$519.7K)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,435 from 2,770
Change+665 (+24%)
Value$2.5M (+$931.1K)
Filed 2026-10-16
Goldstein Advisors, LLC
DECREASED
Shares3,426 from 3,580
Change-154 (-4%)
Value$2.5M (+$467.9K)
Filed 2026-10-15
Peddock Capital Advisors, LLC
INCREASED
Shares3,426 from 3,328
Change+98 (+3%)
Value$2.5M (+$610.0K)
Filed 2026-10-16
AMG Asset Management Group, Inc.
DECREASED
Shares3,425 from 4,098
Change-673 (-16%)
Value$2.5M (+$175.5K)
Filed 2026-10-21
Thrive Wealth Management, LLC
INCREASED
Shares3,422 from 3,271
Change+151 (+5%)
Value$2.5M (+$638.5K)
Filed 2026-10-13
Green Ridge Wealth Planning LLC
INCREASED
Shares3,419 from 3,359
Change+60 (+2%)
Value$2.5M (+$587.4K)
Filed 2026-10-08
FCG Investment Co
DECREASED
Shares3,416 from 7,319
Change-3,903 (-53%)
Value$2.5M (-$1.6M)
Filed 2026-10-13
McNaughton Wealth Management, LLC
INCREASED
Shares3,414 from 3,313
Change+101 (+3%)
Value$2.5M (+$609.6K)
Filed 2026-10-09
Montecito Bank & Trust
DECREASED
Shares3,380 from 3,462
Change-82 (-2%)
Value$2.5M (+$501.0K)
Filed 2026-10-01
StoryOne LLC
DECREASED
Shares3,378 from 5,232
Change-1,854 (-35%)
Value$2.4M (-$497.5K)
Filed 2026-10-13
Worth Financial Advisory Group, LLC
INCREASED
Shares3,367 from 3,241
Change+126 (+4%)
Value$2.4M (+$616.1K)
Filed 2026-10-19
EdgeRock Capital LLC
INCREASED
Shares3,357 from 2,986
Change+371 (+12%)
Value$2.4M (+$752.5K)
Filed 2026-11-03
GK Wealth Management LLC
DECREASED
Shares3,351 from 3,950
Change-599 (-15%)
Value$2.4M (+$205.1K)
Filed 2026-10-09
Nicholas Wealth, Llc.
INCREASED
Shares3,347 from 3,032
Change+315 (+10%)
Value$2.4M (+$718.7K)
Filed 2026-10-26
Kendall Capital Management
DECREASED
Shares3,332 from 3,385
Change-53 (-2%)
Value$2.4M (+$509.5K)
Filed 2026-10-23
MSH Capital Advisors LLC
INCREASED
Shares3,330 from 3,010
Change+320 (+11%)
Value$2.4M (+$719.0K)
Filed 2026-11-03
Bosman Wealth Management, LLC
INCREASED
Shares3,327 from 3,013
Change+314 (+10%)
Value$2.4M (+$715.8K)
Filed 2026-10-28
Investment Management Trust, LLC
INCREASED
Shares3,327 from 3,100
Change+227 (+7%)
Value$2.4M (+$666.7K)
Filed 2026-11-05
Peoples Bank
INCREASED
Shares3,325 from 3,287
Change+38 (+1%)
Value$2.4M (+$559.7K)
Filed 2026-10-26
Traphagen Investment Advisors LLC
INCREASED
Shares3,323 from 3,287
Change+36 (+1%)
Value$2.4M (+$558.1K)
Filed 2026-10-14
Opinicus Capital, Inc.
INCREASED
Shares3,317 from 3,280
Change+37 (+1%)
Value$2.4M (+$558.0K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED
Shares3,313 from 3,392
Change-79 (-2%)
Value$2.4M (+$491.6K)
Filed 2026-10-14
Capstone Wealth Management Group, Inc.
DECREASED
Shares3,311 from 3,317
Change-6 (0%)
Value$2.4M (+$532.7K)
Filed 2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares3,309 from 66
Change+3,243 (+4914%)
Value$2.4M (+$2.4M)
Filed 2026-10-30
Element Pointe Advisors, LLC
INCREASED
Shares3,303 from 3,269
Change+34 (+1%)
Value$2.4M (+$553.7K)
Filed 2026-10-21
Fairscale Capital, LLC
INCREASED
Shares3,303 from 3,289
Change+14 (+0%)
Value$2.0M (+$178.7K)
Filed 2026-11-04
Liberty Capital Management, Inc.
DECREASED
Shares3,291 from 3,988
Change-697 (-17%)
Value$2.4M (+$140.2K)
Filed 2026-11-02
Shelton Wealth Management, LLC
INCREASED
Shares3,290 from 2,449
Change+841 (+34%)
Value$2.4M (+$1.0M)
Filed 2026-10-16
Wolff Wiese Magana LLC
INCREASED
Shares3,288 from 3,173
Change+115 (+4%)
Value$2.4M (+$596.6K)
Filed 2026-10-15
United Community Bank
INCREASED
Shares3,284 from 3,254
Change+30 (+1%)
Value$2.4M (+$548.5K)
Filed 2026-10-28
Lionshead Wealth Management, LLC
INCREASED
Shares3,274 from 3,221
Change+53 (+2%)
Value$2.4M (+$559.9K)
Filed 2026-10-21
Schorn Wealth LLC
DECREASED
Shares3,256 from 3,306
Change-50 (-2%)
Value$2.4M (+$499.1K)
Filed 2026-10-14
MFG Wealth Management, Inc.
INCREASED
Shares3,239 from 3,145
Change+94 (+3%)
Value$2.3M (+$577.6K)
Filed 2026-10-09
1900 Wealth Management LLC
INCREASED
Shares3,234 from 2,027
Change+1,207 (+60%)
Value$2.3M (+$1.2M)
Filed 2026-10-13
Pines Wealth Management, LLC
INCREASED
Shares3,234 from 3,209
Change+25 (+1%)
Value$2.3M (+$537.7K)
Filed 2026-10-21
Northern Lights Advisors, Inc.
DECREASED
Shares3,230 from 4,177
Change-947 (-23%)
Value$2.3M (-$10.5K)
Filed 2026-10-21
Kapitalo Investimentos Ltda
DECREASED
Shares3,223 from 120,563
Change-117,340 (-97%)
Value$2.3M (-$65.6M)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
DECREASED
Shares3,223 from 6,264
Change-3,041 (-49%)
Value$2.3M (-$1.2M)
Filed 2026-10-21
Hoxton Planning & Management, LLC
INCREASED
Shares3,217 from 3,133
Change+84 (+3%)
Value$2.3M (+$568.1K)
Filed 2026-10-15
Wiregrass Investment Management LLC
DECREASED
Shares3,216 from 3,322
Change-106 (-3%)
Value$2.3M (+$461.4K)
Filed 2026-11-05
Valley Brook Capital Group, Inc.
INCREASED
Shares3,209 from 3,184
Change+25 (+1%)
Value$2.3M (+$533.6K)
Filed 2026-10-26
City State Bank
INCREASED
Shares3,200 from 2,874
Change+326 (+11%)
Value$2.3M (+$701.7K)
Filed 2026-10-20
Shepherd Street Advisors LLC
DECREASED
Shares3,199 from 3,208
Change-9 (0%)
Value$2.3M (+$113.4K)
Filed 2026-10-21
Ellis Investment Partners, LLC
INCREASED
Shares3,197 from 2,985
Change+212 (+7%)
Value$2.3M (+$637.4K)
Filed 2026-10-21
Pictet Bank & Trust Ltd
DECREASED
Shares3,195 from 3,601
Change-406 (-11%)
Value$2.3M (+$288.5K)
Filed 2026-10-21
Orrstown Financial Services Inc
DECREASED
Shares3,190 from 3,249
Change-59 (-2%)
Value$2.3M (+$483.2K)
Filed 2026-10-14
Nordwand Advisors, LLC
DECREASED
Shares3,190 from 3,197
Change-7 (0%)
Value$2.3M (+$512.5K)
Filed 2026-11-05
Burke & Herbert Bank & Trust Co
DECREASED
Shares3,189 from 3,228
Change-39 (-1%)
Value$2.3M (+$494.3K)
Filed 2026-11-02
Birchbrook, Inc.
INCREASED
Shares3,177 from 3,173
Change+4 (+0%)
Value$2.3M (+$516.8K)
Filed 2026-10-14
Smith Chas P & Associates PA Cpas
INCREASED
Shares3,174 from 3,086
Change+88 (+3%)
Value$2.3M (+$513.1K)
Filed 2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED
Shares3,174 from 3,143
Change+31 (+1%)
Value$2.3M (+$531.6K)
Filed 2026-10-19
IFG Advisors, LLC
INCREASED
Shares3,174 from 3,172
Change+2 (+0%)
Value$2.3M (+$515.0K)
Filed 2026-10-15
Lodestar Private Asset Management LLC
INCREASED
Shares3,170 from 2,080
Change+1,090 (+52%)
Value$2.3M (+$1.1M)
Filed 2026-10-26
Wincap Financial LLC
DECREASED
Shares3,169 from 3,394
Change-225 (-7%)
Value$2.3M (+$386.1K)
Filed 2026-10-20
Providence First Trust Co
INCREASED
Shares3,163 from 1,098
Change+2,065 (+188%)
Value$2.3M (+$1.7M)
Filed 2026-11-02
Center For Asset Management LLC
DECREASED
Shares3,163 from 3,627
Change-464 (-13%)
Value$2.3M (+$250.8K)
Filed 2026-10-16
Lavelle Capital LP
DECREASED
Shares3,161 from 27,753
Change-24,592 (-89%)
Value$2.3M (-$13.3M)
Filed 2026-11-03
National Wealth Management Group, LLC
INCREASED
Shares3,161 from 3,144
Change+17 (+1%)
Value$2.3M (+$520.9K)
Filed 2026-10-26
Great Diamond Partners, LLC
DECREASED
Shares3,147 from 3,155
Change-8 (0%)
Value$2.3M (+$505.0K)
Filed 2026-10-13
Matisse Capital
DECREASED
Shares3,142 from 3,147
Change-5 (0%)
Value$2.3M (+$505.8K)
Filed 2026-10-29
Citrine Capital LLC
INCREASED
Shares3,140 from 2,303
Change+837 (+36%)
Value$2.3M (+$979.8K)
Filed 2026-10-14
Howard Financial Services, Ltd.
INCREASED
Shares3,136 from 2,464
Change+672 (+27%)
Value$2.3M (+$886.2K)
Filed 2026-10-15
Narus Financial Partners, LLC
DECREASED
Shares3,131 from 3,184
Change-53 (-2%)
Value$2.3M (+$477.1K)
Filed 2026-10-19
Vertrix Wealth Management, LLC
DECREASED
Shares3,119 from 3,309
Change-190 (-6%)
Value$2.3M (+$397.9K)
Filed 2026-10-13
Heritage Family Offices, LLP
INCREASED
Shares3,118 from 2,801
Change+317 (+11%)
Value$2.3M (+$683.3K)
Filed 2026-11-02
Greenbush Financial Group, LLC
DECREASED
Shares3,110 from 3,229
Change-119 (-4%)
Value$2.3M (+$436.4K)
Filed 2026-10-15
General Partner, Inc.
UNCHANGED
Shares3,108 from 3,108
Change0 (0%)
Value$2.3M (+$503.2K)
Filed 2026-10-05
Michels Family Financial, LLC
INCREASED
Shares3,096 from 3,001
Change+95 (+3%)
Value$2.2M (+$555.1K)
Filed 2026-11-02
Redmond Asset Management, LLC
DECREASED
Shares3,095 from 3,169
Change-74 (-2%)
Value$2.2M (+$459.4K)
Filed 2026-10-27
Iron Financial LLC
INCREASED
Shares3,089 from 2,127
Change+962 (+45%)
Value$2.2M (+$1.0M)
Filed 2026-10-23
RAM Investment Partners, LLC
DECREASED
Shares3,082 from 3,533
Change-451 (-13%)
Value$2.2M (+$244.9K)
Filed 2026-10-21
NBH Bank
DECREASED
Shares3,079 from 3,201
Change-122 (-4%)
Value$2.2M (+$429.7K)
Filed 2026-11-05
Ejmk Ventures LLC
INCREASED
Shares3,074 from 2,594
Change+480 (+19%)
Value$2.2M (+$768.1K)
Filed 2026-10-21
Ebert Capital Management Inc.
INCREASED
Shares3,071 from 2,806
Change+265 (+9%)
Value$2.2M (+$646.4K)
Filed 2026-10-08
Granite Islands Private Wealth, LLC
DECREASED
Shares3,070 from 3,173
Change-103 (-3%)
Value$2.2M (+$439.4K)
Filed 2026-10-16
James J. Burns & Company, LLC
DECREASED
Shares3,060 from 3,190
Change-130 (-4%)
Value$2.2M (+$422.3K)
Filed 2026-10-22
Vicus Capital
DECREASED
Shares3,057 from 3,107
Change-50 (-2%)
Value$2.2M (+$466.5K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,056 from 2,614
Change+442 (+17%)
Value$2.2M (+$743.6K)
Filed 2026-11-02
Hofer & Associates. Inc
INCREASED
Shares3,052 from 1,855
Change+1,197 (+65%)
Value$2.2M (+$1.2M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares3,052 from 2,728
Change+324 (+12%)
Value$2.2M (+$676.6K)
Filed 2026-10-14
Emprise Bank
INCREASED
Shares3,042 from 2,986
Change+56 (+2%)
Value$2.2M (+$524.0K)
Filed 2026-10-07
ICW Investment Advisors LLC
DECREASED
Shares3,039 from 3,090
Change-51 (-2%)
Value$2.2M (+$464.2K)
Filed 2026-10-27
Ullmann Wealth Partners Group, LLC
INCREASED
Shares3,035 from 2,706
Change+329 (+12%)
Value$2.2M (+$676.5K)
Filed 2026-11-02
Paragon Capital Management Inc
DECREASED
Shares3,034 from 3,141
Change-107 (-3%)
Value$2.2M (+$431.1K)
Filed 2026-10-15
Fairfield Financial Advisors, LTD
DECREASED
Shares3,033 from 3,256
Change-223 (-7%)
Value$2.2M (+$365.0K)
Filed 2026-10-14
Cascade Investment Advisors, Inc.
DECREASED
Shares3,032 from 3,057
Change-25 (-1%)
Value$2.2M (+$476.8K)
Filed 2026-11-02
South Shore Capital Advisors
DECREASED
Shares3,029 from 3,189
Change-160 (-5%)
Value$2.2M (+$400.2K)
Filed 2026-10-20
Princeton Capital Management LLC
DECREASED
Shares3,028 from 3,384
Change-356 (-11%)
Value$2.2M (+$289.6K)
Filed 2026-10-27
Hourglass Capital, LLC
UNCHANGED
Shares3,025 from 3,025
Change0 (0%)
Value$2.2M (+$489.7K)
Filed 2026-10-26
Wakefield Asset Management Lllp
INCREASED
Shares3,022 from 2,929
Change+93 (+3%)
Value$2.2M (+$541.6K)
Filed 2026-11-05
First County Bank
INCREASED
Shares3,019 from 2,534
Change+485 (+19%)
Value$2.2M (+$761.9K)
Filed 2026-10-13
Councilmark Asset Management, LLC
UNCHANGED
Shares3,009 from 3,009
Change0 (0%)
Value$2.2M (+$487.1K)
Filed 2026-10-20
Chiron Capital Management, LLC
DECREASED
Shares3,007 from 3,206
Change-199 (-6%)
Value$2.2M (+$374.6K)
Filed 2026-10-15
Processus Wealth & Capital Management, LLC
DECREASED
Shares3,001 from 3,051
Change-50 (-2%)
Value$2.2M (+$457.7K)
Filed 2026-10-16
Adelphi Trust Co
INCREASED
Shares3,001 from 2,991
Change+10 (+0%)
Value$2.2M (+$491.5K)
Filed 2026-10-05
DCF Advisers, LLC
INCREASED
Shares3,000 from 2,000
Change+1,000 (+50%)
Value$2.2M (+$1.0M)
Filed 2026-11-04
Verde Servicos Internacionais S.A.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$2.2M (+$486.0K)
Filed 2026-10-26
Spectrum Strategic Capital Management, LLC
DECREASED
Shares2,992 from 3,410
Change-418 (-12%)
Value$2.2M (+$248.9K)
Filed 2026-10-22
Triton Wealth Management, Pllc
INCREASED
Shares2,986 from 2,958
Change+28 (+1%)
Value$1.9M (+$68.7K)
Filed 2026-11-04
Parrish Capital LLC
INCREASED
Shares2,976 from 2,754
Change+222 (+8%)
Value$2.2M (+$606.8K)
Filed 2026-10-01
Avory & Company, LLC
DECREASED
Shares2,973 from 3,377
Change-404 (-12%)
Value$2.2M (+$253.7K)
Filed 2026-10-21
Pacific Capital Partners Ltd
INCREASED
Shares2,964 from 1,344
Change+1,620 (+121%)
Value$2.1M (+$1.4M)
Filed 2026-10-28
Keudell ison Wealth Management
DECREASED
Shares2,959 from 3,004
Change-45 (-1%)
Value$2.1M (+$453.6K)
Filed 2026-10-16
Arnhold LLC
UNCHANGED
Shares2,958 from 2,958
Change0 (0%)
Value$2.1M (+$478.9K)
Filed 2026-10-26
Cookson Peirce & Co Inc
DECREASED
Shares2,956 from 3,192
Change-236 (-7%)
Value$2.1M (+$345.5K)
Filed 2026-10-30
Dudley Capital Management, LLC
UNCHANGED
Shares2,955 from 2,955
Change0 (0%)
Value$2.1M (+$478.4K)
Filed 2026-10-23
First Financial Corp
DECREASED
Shares2,941 from 2,964
Change-23 (-1%)
Value$2.1M (+$463.2K)
Filed 2026-10-13
Hohimer Wealth Management, LLC
DECREASED
Shares2,926 from 12,733
Change-9,807 (-77%)
Value$2.1M (-$5.1M)
Filed 2026-11-04
BAM Wealth Management, LLC
DECREASED
Shares2,914 from 2,958
Change-44 (-1%)
Value$2.1M (+$447.1K)
Filed 2026-10-15
Alliance Wealth Advisors, LLC
DECREASED
Shares2,913 from 3,082
Change-169 (-5%)
Value$2.1M (+$376.4K)
Filed 2026-10-28
Advisory Solutions Group, LLC
INCREASED
Shares2,909 from 1,515
Change+1,394 (+92%)
Value$2.1M (+$1.3M)
Filed 2026-10-14
Veracity Capital LLC
INCREASED
Shares2,909 from 2,612
Change+297 (+11%)
Value$2.1M (+$638.3K)
Filed 2026-10-08
Heritage Wealth Management, Inc.
INCREASED
Shares2,902 from 2,816
Change+86 (+3%)
Value$2.1M (+$518.0K)
Filed 2026-10-27
Grey Ledge Advisors, LLC
INCREASED
Shares2,902 from 2,898
Change+4 (+0%)
Value$2.1M (+$472.2K)
Filed 2026-11-02
Wellment Financial
DECREASED
Shares2,900 from 2,934
Change-34 (-1%)
Value$2.1M (+$450.3K)
Filed 2026-10-28
Atticus Wealth Management, LLC
INCREASED
Shares2,897 from 2,605
Change+292 (+11%)
Value$2.1M (+$633.5K)
Filed 2026-10-20
Old Port Advisors
INCREASED
Shares2,892 from 2,717
Change+175 (+6%)
Value$2.1M (+$566.7K)
Filed 2026-10-23
Avantra Family Wealth, Inc.
DECREASED
Shares2,888 from 3,894
Change-1,006 (-26%)
Value$2.1M (-$99.2K)
Filed 2026-10-20
Absher Wealth Management, LLC
DECREASED
Shares2,883 from 3,595
Change-712 (-20%)
Value$2.1M (+$65.7K)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
INCREASED
Shares2,883 from 2,712
Change+171 (+6%)
Value$2.1M (+$549.3K)
Filed 2026-10-19
Sunbeam Capital Management, LLC
DECREASED
Shares2,881 from 3,475
Change-594 (-17%)
Value$2.1M (+$131.4K)
Filed 2026-11-05
DMC Group, LLC
DECREASED
Shares2,870 from 3,412
Change-542 (-16%)
Value$2.1M (+$159.3K)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
DECREASED
Shares2,868 from 2,988
Change-120 (-4%)
Value$2.1M (+$396.7K)
Filed 2026-10-30
OceanIQ Capital, LLC
INCREASED
Shares2,865 from 1,558
Change+1,307 (+84%)
Value$2.2M (+$1.3M)
Filed 2026-10-19
Crew Capital Management, Ltd
INCREASED
Shares2,846 from 2,473
Change+373 (+15%)
Value$2.1M (+$670.9K)
Filed 2026-10-28
One Way Holdings LLC
DECREASED
Shares2,835 from 35,379
Change-32,544 (-92%)
Value$2.1M (-$17.9M)
Filed 2026-10-29
LCM Capital Management Inc
INCREASED
Shares2,835 from 2,752
Change+83 (+3%)
Value$2.1M (+$505.7K)
Filed 2026-10-20
Campbell Newman Asset Management Inc
DECREASED
Shares2,833 from 2,878
Change-45 (-2%)
Value$2.1M (+$433.3K)
Filed 2026-10-22
Xcel Wealth Management, LLC
DECREASED
Shares2,832 from 2,850
Change-18 (-1%)
Value$2.1M (+$448.3K)
Filed 2026-10-26
Miller Global Investments, LLC
INCREASED
Shares2,831 from 2,704
Change+127 (+5%)
Value$2.1M (+$529.8K)
Filed 2026-10-02
CFC Planning Co LLC
INCREASED
Shares2,830 from 2,279
Change+551 (+24%)
Value$2.1M (+$770.5K)
Filed 2026-10-28
ANB Bank
INCREASED
Shares2,825 from 2,771
Change+54 (+2%)
Value$2.0M (+$487.8K)
Filed 2026-10-09
Acropolis Investment Management, LLC
INCREASED
Shares2,820 from 2,686
Change+134 (+5%)
Value$2.0M (+$532.1K)
Filed 2026-10-08
Elevated Private Wealth, LLC
INCREASED
Shares2,816 from 2,779
Change+37 (+1%)
Value$2.0M (+$476.8K)
Filed 2026-10-15
Fortune 45 LLC
DECREASED
Shares2,801 from 2,819
Change-18 (-1%)
Value$2.0M (+$442.7K)
Filed 2026-10-14
American Capital Advisory, LLC
INCREASED
Shares2,800 from 2,795
Change+5 (+0%)
Value$2.0M (+$456.1K)
Filed 2026-10-28
Monument Capital Management
DECREASED
Shares2,794 from 2,866
Change-72 (-3%)
Value$2.0M (+$411.8K)
Filed 2026-10-09
Financial Management Professionals, Inc.
INCREASED
Shares2,781 from 2,759
Change+22 (+1%)
Value$2.0M (+$462.7K)
Filed 2026-10-23
Hengehold Capital Management LLC
INCREASED
Shares2,772 from 2,524
Change+248 (+10%)
Value$2.0M (+$588.6K)
Filed 2026-10-16
Nova Financial LLC
NEW
Shares2,763
Change+2,763
Value$2.0M
Filed 2026-11-04
Sage Rhino Capital LLC
INCREASED
Shares2,760 from 2,706
Change+54 (+2%)
Value$2.0M (+$477.4K)
Filed 2026-10-28
Cherrydale Wealth Management, LLC
INCREASED
Shares2,758 from 2,742
Change+16 (+1%)
Value$2.0M (+$455.7K)
Filed 2026-10-20
Hunter Associates Investment Management LLC
INCREASED
Shares2,755 from 2,697
Change+58 (+2%)
Value$2.0M (+$479.0K)
Filed 2026-10-26
Power Wealth Management LLC
DECREASED
Shares2,754 from 2,819
Change-65 (-2%)
Value$2.0M (+$409.3K)
Filed 2026-10-27
Eley Financial Management, Inc
INCREASED
Shares2,746 from 2,730
Change+16 (+1%)
Value$2.0M (+$453.6K)
Filed 2026-11-03
Tannin Capital LLC
DECREASED
Shares2,736 from 2,796
Change-60 (-2%)
Value$2.0M (+$409.0K)
Filed 2026-11-05
Bangor Savings Bank
DECREASED
Shares2,733 from 2,858
Change-125 (-4%)
Value$2.0M (+$372.0K)
Filed 2026-10-06
Massachusetts Wealth Management
INCREASED
Shares2,731 from 2,666
Change+65 (+2%)
Value$2.0M (+$478.7K)
Filed 2026-10-21
Blue Jean Financial LLC
INCREASED
Shares2,730 from 2,063
Change+667 (+32%)
Value$2.0M (+$817.7K)
Filed 2026-10-20
GSG Advisors LLC
INCREASED
Shares2,727 from 2,442
Change+285 (+12%)
Value$2.0M (+$601.6K)
Filed 2026-11-03
Capital Advantage, Inc.
INCREASED
Shares2,723 from 2,550
Change+173 (+7%)
Value$2.0M (+$538.3K)
Filed 2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares2,723 from 2,723
Change0 (0%)
Value$1.5M ($0)
Filed 2026-11-03
Sherman Asset Management, Inc.
DECREASED
Shares2,718 from 3,204
Change-486 (-15%)
Value$2.0M (+$166.3K)
Filed 2026-11-05
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares2,717 from 2,813
Change-96 (-3%)
Value$2.0M (+$385.8K)
Filed 2026-10-14
Hamilton Capital, LLC
INCREASED
Shares2,716 from 2,456
Change+260 (+11%)
Value$2.0M (+$586.3K)
Filed 2026-10-08
Aljian Capital Management, LLC
DECREASED
Shares2,701 from 2,840
Change-139 (-5%)
Value$2.0M (+$358.8K)
Filed 2026-10-28
St. Johns Investment Management Company, LLC
DECREASED
Shares2,697 from 5,594
Change-2,897 (-52%)
Value$2.0M (-$1.2M)
Filed 2026-10-30
Embree Financial Group
INCREASED
Shares2,693 from 2,495
Change+198 (+8%)
Value$2.0M (+$547.2K)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
DECREASED
Shares2,690 from 2,812
Change-122 (-4%)
Value$2.0M (+$366.9K)
Filed 2026-10-23
AAF Wealth Management, LLC
INCREASED
Shares2,689 from 2,563
Change+126 (+5%)
Value$2.0M (+$506.3K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares2,686 from 2,652
Change+34 (+1%)
Value$1.9M (+$454.1K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
INCREASED
Shares2,682 from 2,679
Change+3 (+0%)
Value$1.9M (+$435.9K)
Filed 2026-10-14
Inscription Capital, LLC
DECREASED
Shares2,677 from 6,473
Change-3,796 (-59%)
Value$1.9M (-$1.7M)
Filed 2026-11-02
Family Legacy Financial Solutions, LLC
INCREASED
Shares2,673 from 2,431
Change+242 (+10%)
Value$1.9M (+$569.1K)
Filed 2026-10-07
Warren Street Wealth Advisors, LLC
INCREASED
Shares2,667 from 2,498
Change+169 (+7%)
Value$1.9M (+$527.1K)
Filed 2026-11-04
Fusion Capital, LLC
DECREASED
Shares2,667 from 2,770
Change-103 (-4%)
Value$1.9M (+$373.6K)
Filed 2026-10-28
Weaver Consulting Group
INCREASED
Shares2,664 from 2,486
Change+178 (+7%)
Value$1.9M (+$531.5K)
Filed 2026-10-07
Sunpointe, LLC
DECREASED
Shares2,660 from 2,978
Change-318 (-11%)
Value$1.9M (+$251.5K)
Filed 2026-10-22
First Nebraska Trust Co
DECREASED
Shares2,660 from 2,676
Change-16 (-1%)
Value$1.9M (+$421.6K)
Filed 2026-10-30
True Private Wealth Advisors
DECREASED
Shares2,655 from 2,666
Change-11 (0%)
Value$1.9M (+$424.1K)
Filed 2026-10-19
Hobart Private Capital, LLC
DECREASED
Shares2,642 from 3,859
Change-1,217 (-32%)
Value$1.9M (-$257.8K)
Filed 2026-10-19
Paladin Wealth, LLC
DECREASED
Shares2,634 from 3,751
Change-1,117 (-30%)
Value$1.9M (-$202.9K)
Filed 2026-10-23
Langley Wealth Management, LLC
DECREASED
Shares2,628 from 2,702
Change-74 (-3%)
Value$1.9M (+$383.6K)
Filed 2026-11-04
Morton Capital Management LLC
DECREASED
Shares2,627 from 2,687
Change-60 (-2%)
Value$1.9M (+$391.7K)
Filed 2026-10-23
Balentine LLC
DECREASED
Shares2,619 from 4,906
Change-2,287 (-47%)
Value$1.9M (-$864.2K)
Filed 2026-11-03
Old Second National Bank of Aurora
INCREASED
Shares2,617 from 152
Change+2,465 (+1622%)
Value$1.9M (+$1.8M)
Filed 2026-10-22
Unique Wealth, LLC
INCREASED
Shares2,616 from 2,596
Change+20 (+1%)
Value$1.9M (+$434.8K)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
INCREASED
Shares2,614 from 2,230
Change+384 (+17%)
Value$1.9M (+$639.5K)
Filed 2026-11-03
Rudd Co d/b/a Styre Wealth
NEW
Shares2,605
Change+2,605
Value$1.8M
Filed 2026-10-29
Northern Financial Advisors Inc
DECREASED
Shares2,596 from 2,611
Change-15 (-1%)
Value$1.9M (+$411.8K)
Filed 2026-10-29
Bayshore Asset Management, LLC
DECREASED
Shares2,594 from 2,611
Change-17 (-1%)
Value$1.9M (+$456.5K)
Filed 2026-11-03
Beacon Capital Management, LLC
INCREASED
Shares2,587 from 2,529
Change+58 (+2%)
Value$1.9M (+$451.6K)
Filed 2026-10-23
Costello Asset Management, Inc
DECREASED
Shares2,584 from 2,687
Change-103 (-4%)
Value$1.9M (+$360.3K)
Filed 2026-10-30
SLT Holdings LLC
INCREASED
Shares2,584 from 2,554
Change+30 (+1%)
Value$1.9M (+$435.2K)
Filed 2026-10-15
Amplius Wealth Advisors, LLC
INCREASED
Shares2,577 from 1,976
Change+601 (+30%)
Value$1.9M (+$755.8K)
Filed 2026-10-20
Wedge Capital Management L L P
DECREASED
Shares2,574 from 3,526
Change-952 (-27%)
Value$1.9M (-$119.5K)
Filed 2026-10-13
Myriad Asset Management US LP
INCREASED
Shares2,572 from 1,336
Change+1,236 (+93%)
Value$1.9M (+$1.1M)
Filed 2026-11-03
Provident Living Financial Services, Inc.
DECREASED
Shares2,570 from 2,815
Change-245 (-9%)
Value$1.6M (-$4.9K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
DECREASED
Shares2,567 from 2,581
Change-14 (-1%)
Value$1.9M (+$407.8K)
Filed 2026-10-13
FDx Advisors, Inc.
DECREASED
Shares2,563 from 2,925
Change-362 (-12%)
Value$1.9M (+$211.0K)
Filed 2026-11-05
Intelligence Driven Advisers, LLC
INCREASED
Shares2,561 from 2,436
Change+125 (+5%)
Value$1.9M (+$485.1K)
Filed 2026-10-09
Lipe & Dalton
UNCHANGED
Shares2,554 from 2,554
Change0 (0%)
Value$1.9M (+$1.9M)
Filed 2026-10-15
Mattern Capital Management, LLC
INCREASED
Shares2,551 from 2,526
Change+25 (+1%)
Value$1.8M (+$427.1K)
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
DECREASED
Shares2,548 from 2,563
Change-15 (-1%)
Value$1.8M (+$421.8K)
Filed 2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares2,543 from 1,990
Change+553 (+28%)
Value$1.8M (+$723.0K)
Filed 2026-10-26
Mosley Wealth Management
INCREASED
Shares2,537 from 2,218
Change+319 (+14%)
Value$1.9M (+$619.6K)
Filed 2026-10-16
Motive Wealth Advisors
INCREASED
Shares2,533 from 2,406
Change+127 (+5%)
Value$1.8M (+$481.6K)
Filed 2026-10-26
Financial Futures Ltd Liability Co.
INCREASED
Shares2,530 from 2,445
Change+85 (+3%)
Value$1.8M (+$457.5K)
Filed 2026-10-13
Arvest Investments, Inc.
DECREASED
Shares2,527 from 2,958
Change-431 (-15%)
Value$1.8M (+$166.3K)
Filed 2026-10-21
Reyes Financial Architecture, Inc.
DECREASED
Shares2,524 from 4,664
Change-2,140 (-46%)
Value$1.8M (-$796.8K)
Filed 2026-10-22
Sage Investment Counsel LLC
INCREASED
Shares2,520 from 1,925
Change+595 (+31%)
Value$1.8M (+$743.1K)
Filed 2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares2,516 from 2,516
Change0 (0%)
Value$1.8M (+$407.3K)
Filed 2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares2,514 from 2,380
Change+134 (+6%)
Value$1.8M (+$481.8K)
Filed 2026-11-04
Bdfs Capital LLC
DECREASED
Shares2,512 from 2,786
Change-274 (-10%)
Value$1.8M (+$252.2K)
Filed 2026-10-14
Argyle Capital Partners, LLC
INCREASED
Shares2,501 from 2,268
Change+233 (+10%)
Value$1.8M (+$536.4K)
Filed 2026-10-23
Bullock Wealth Management Group
INCREASED
Shares2,495 from 2,440
Change+55 (+2%)
Value$1.8M (+$315.9K)
Filed 2026-10-09
Oakworth Capital, Inc.
INCREASED
Shares2,490 from 2,472
Change+18 (+1%)
Value$1.8M (+$374.6K)
Filed 2026-10-26
Global Trust Wealth Management LLC
DECREASED
Shares2,487 from 2,496
Change-9 (0%)
Value$1.8M (+$397.5K)
Filed 2026-10-14
Strong Retirement Solutions LLC
INCREASED
Shares2,485 from 2,396
Change+89 (+4%)
Value$1.8M (+$452.4K)
Filed 2026-10-07
Centerpoint Advisors, LLC
INCREASED
Shares2,481 from 2,131
Change+350 (+16%)
Value$1.8M (+$599.0K)
Filed 2026-11-05
Cassia Capital Partners, LLC
INCREASED
Shares2,479 from 2,318
Change+161 (+7%)
Value$1.8M (+$492.4K)
Filed 2026-11-04
Lakeshore Capital Group, Inc.
INCREASED
Shares2,468 from 2,279
Change+189 (+8%)
Value$1.8M (+$506.3K)
Filed 2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares2,461 from 2,487
Change-26 (-1%)
Value$1.8M (+$383.3K)
Filed 2026-10-29
Samalin Investment Counsel, LLC
DECREASED
Shares2,455 from 5,425
Change-2,970 (-55%)
Value$1.8M (-$1.3M)
Filed 2026-10-23
Eddie Patel Inc
DECREASED
Shares2,446 from 2,486
Change-40 (-2%)
Value$1.8M (+$373.5K)
Filed 2026-11-02
BOS Asset Management, LLC
DECREASED
Shares2,445 from 2,632
Change-187 (-7%)
Value$1.8M (+$290.5K)
Filed 2026-10-09
Riverbend Wealth Management, LLC
DECREASED
Shares2,437 from 3,160
Change-723 (-23%)
Value$1.8M (-$12.9K)
Filed 2026-10-15
New Covenant Trust Company, N.A.
INCREASED
Shares2,434 from 2,200
Change+234 (+11%)
Value$1.8M (+$525.9K)
Filed 2026-10-08
Apollon Financial, LLC
DECREASED
Shares2,430 from 3,011
Change-581 (-19%)
Value$1.8M (+$65.9K)
Filed 2026-10-23
Invenio Wealth Partners LLC
DECREASED
Shares2,429 from 2,459
Change-30 (-1%)
Value$1.8M (+$376.3K)
Filed 2026-10-20
Cambridge Advisors Inc.
DECREASED
Shares2,418 from 2,523
Change-105 (-4%)
Value$1.8M (+$332.3K)
Filed 2026-10-19
BNB Wealth Management, LLC
DECREASED
Shares2,417 from 2,936
Change-519 (-18%)
Value$1.8M (+$99.1K)
Filed 2026-10-28
Portus Wealth Advisors, LLC
INCREASED
Shares2,416 from 2,280
Change+136 (+6%)
Value$1.8M (+$467.3K)
Filed 2026-10-13
Kennebec Savings Bank
INCREASED
Shares2,414 from 2,045
Change+369 (+18%)
Value$1.8M (+$598.7K)
Filed 2026-10-22
Rubicon Advisors, GP
INCREASED
Shares2,413 from 2,372
Change+41 (+2%)
Value$1.7M (+$413.2K)
Filed 2026-10-23
Turn8 Private Wealth Inc.
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$1.7M (+$403.6K)
Filed 2026-11-05
MFF Capital Investments Ltd
DECREASED
Shares2,411 from 222,879
Change-220,468 (-99%)
Value$1.7M (-$123.8M)
Filed 2026-11-05
FAI Advisors, Inc.
INCREASED
Shares2,411 from 2,378
Change+33 (+1%)
Value$1.7M (+$408.9K)
Filed 2026-10-27
North Capital, Inc.
INCREASED
Shares2,408 from 2,383
Change+25 (+1%)
Value$1.8M (+$493.7K)
Filed 2026-10-16
Culbertson A N & Co Inc
INCREASED
Shares2,406 from 2,143
Change+263 (+12%)
Value$1.7M (+$537.7K)
Filed 2026-10-21
Aletheian Wealth Advisors LLC
INCREASED
Shares2,405 from 2,135
Change+270 (+13%)
Value$1.7M (+$541.4K)
Filed 2026-10-08
Jacksonville Wealth Management, LLC
INCREASED
Shares2,405 from 2,376
Change+29 (+1%)
Value$1.7M (+$405.9K)
Filed 2026-10-30
Orser Capital Management, LLC
UNCHANGED
Shares2,405 from 2,405
Change0 (0%)
Value$1.7M (+$389.3K)
Filed 2026-10-13
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares2,400 from 2,900
Change-500 (-17%)
Value$1.7M (+$106.0K)
Filed 2026-10-22
LeConte Wealth Management, LLC
INCREASED
Shares2,399 from 2,104
Change+295 (+14%)
Value$1.7M (+$554.6K)
Filed 2026-10-20
ARQ Wealth Advisors, LLC
DECREASED
Shares2,397 from 3,560
Change-1,163 (-33%)
Value$1.7M (-$494.5K)
Filed 2026-10-29
Crane Advisory, LLC
DECREASED
Shares2,394 from 2,467
Change-73 (-3%)
Value$1.8M (+$136.7K)
Filed 2026-10-13
QP Wealth Management, LLC
INCREASED
Shares2,383 from 2,258
Change+125 (+6%)
Value$1.7M (+$456.2K)
Filed 2026-10-20
Burton Enright Welch
DECREASED
Shares2,383 from 2,456
Change-73 (-3%)
Value$1.7M (+$344.7K)
Filed 2026-11-04
Compass Ion Advisors, LLC
DECREASED
Shares2,382 from 2,409
Change-27 (-1%)
Value$1.7M (+$370.1K)
Filed 2026-10-23
Abacus Wealth Partners, LLC
INCREASED
Shares2,381 from 2,019
Change+362 (+18%)
Value$1.7M (+$589.4K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
DECREASED
Shares2,376 from 2,612
Change-236 (-9%)
Value$1.7M (+$251.9K)
Filed 2026-10-23
Invera Wealth Advisors, LLC
INCREASED
Shares2,376 from 2,345
Change+31 (+1%)
Value$1.7M (+$402.1K)
Filed 2026-10-28
Kagan Cocozza Asset Management
UNCHANGED
Shares2,376 from 2,376
Change0 (0%)
Value$1.7M (+$384.7K)
Filed 2026-10-19
Proathlete Wealth Management LLC
INCREASED
Shares2,360 from 1,950
Change+410 (+21%)
Value$1.7M (+$613.2K)
Filed 2026-10-15
Southern Michigan Bank & Trust
INCREASED
Shares2,359 from 2,272
Change+87 (+4%)
Value$1.7M (+$430.9K)
Filed 2026-10-19
CenterStar Asset Management, LLC
DECREASED
Shares2,358 from 8,887
Change-6,529 (-73%)
Value$1.7M (-$3.3M)
Filed 2026-10-09
Optima Capital LLC
INCREASED
Shares2,358 from 1,672
Change+686 (+41%)
Value$1.7M (+$767.9K)
Filed 2026-10-29
Wealth Dimensions Group, Ltd.
INCREASED
Shares2,340 from 2,328
Change+12 (+1%)
Value$1.7M (+$385.9K)
Filed 2026-11-02
Prentice Wealth Management LLC
INCREASED
Shares2,335 from 2,260
Change+75 (+3%)
Value$1.7M (+$420.3K)
Filed 2026-10-20
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares2,326 from 2,913
Change-587 (-20%)
Value$1.7M (+$45.9K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares2,326 from 2,056
Change+270 (+13%)
Value$1.7M (+$528.3K)
Filed 2026-10-29
Fermata Advisors, LLC
INCREASED
Shares2,325 from 2,130
Change+195 (+9%)
Value$1.7M (+$486.3K)
Filed 2026-10-13
Trust Co of the South
DECREASED
Shares2,320 from 2,409
Change-89 (-4%)
Value$1.7M (+$325.5K)
Filed 2026-10-21
Financial Security Advisor, Inc.
DECREASED
Shares2,319 from 2,458
Change-139 (-6%)
Value$1.7M (+$297.1K)
Filed 2026-11-03
Financial Management Network Inc
DECREASED
Shares2,319 from 2,347
Change-28 (-1%)
Value$1.7M (+$172.3K)
Filed 2026-10-09
Coyle Financial Counsel LLC
DECREASED
Shares2,316 from 2,367
Change-51 (-2%)
Value$1.7M (+$346.2K)
Filed 2026-10-28
Sutton Place Investors LLC
INCREASED
Shares2,314 from 2,271
Change+43 (+2%)
Value$1.7M (+$398.8K)
Filed 2026-10-20
Rydar Equities, Inc.
DECREASED
Shares2,313 from 2,332
Change-19 (-1%)
Value$1.7M (+$175.9K)
Filed 2026-10-13
Flynn Zito Capital Management, LLC
INCREASED
Shares2,305 from 2,253
Change+52 (+2%)
Value$1.7M (+$402.0K)
Filed 2026-11-04
Bigelow Investment Advisors, LLC
INCREASED
Shares2,304 from 2,118
Change+186 (+9%)
Value$1.7M (+$477.8K)
Filed 2026-10-13
Legacy Bridge, LLC
DECREASED
Shares2,302 from 2,393
Change-91 (-4%)
Value$1.7M (+$321.4K)
Filed 2026-10-28
W Advisors, LLC
INCREASED
Shares2,300 from 2,223
Change+77 (+3%)
Value$1.7M (+$415.8K)
Filed 2026-11-02
Birch Hill Investment Advisors LLC
INCREASED
Shares2,298 from 2,267
Change+31 (+1%)
Value$1.7M (+$389.5K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
DECREASED
Shares2,297 from 2,544
Change-247 (-10%)
Value$1.7M (+$233.1K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares2,291 from 2,274
Change+17 (+1%)
Value$1.7M (+$380.8K)
Filed 2026-10-21
DecisionMap Wealth Management, LLC
INCREASED
Shares2,289 from 2,195
Change+94 (+4%)
Value$1.7M (+$423.5K)
Filed 2026-10-29
Able Financial Group, LLC
INCREASED
Shares2,269 from 2,097
Change+172 (+8%)
Value$1.6M (+$464.2K)
Filed 2026-10-14
Oak Asset Management, LLC
DECREASED
Shares2,264 from 2,432
Change-168 (-7%)
Value$1.6M (+$271.9K)
Filed 2026-10-13
Mcrae Capital Management Inc
UNCHANGED
Shares2,261 from 2,261
Change0 (0%)
Value$1.6M (+$366.1K)
Filed 2026-10-15
Opal Wealth Advisors, LLC
DECREASED
Shares2,259 from 2,474
Change-215 (-9%)
Value$1.6M (+$244.6K)
Filed 2026-10-16
FF Advisors,LLC
DECREASED
Shares2,254 from 2,275
Change-21 (-1%)
Value$1.6M (+$353.1K)
Filed 2026-10-21
Outlook Wealth Advisors, LLC
DECREASED
Shares2,253 from 2,353
Change-100 (-4%)
Value$1.6M (+$308.3K)
Filed 2026-10-28
Core Wealth Partners LLC
DECREASED
Shares2,250 from 2,458
Change-208 (-8%)
Value$1.6M (+$246.9K)
Filed 2026-11-02
Acorn Wealth Advisors, LLC
INCREASED
Shares2,247 from 2,053
Change+194 (+9%)
Value$1.6M (+$473.1K)
Filed 2026-10-19
Three Seasons Wealth, LLC
DECREASED
Shares2,247 from 2,381
Change-134 (-6%)
Value$1.6M (+$288.3K)
Filed 2026-11-03
Wealth Management Partners, LLC
DECREASED
Shares2,240 from 2,339
Change-99 (-4%)
Value$1.6M (+$306.9K)
Filed 2026-10-21
Gables Capital Management Inc.
DECREASED
Shares2,238 from 2,258
Change-20 (-1%)
Value$1.6M (+$351.0K)
Filed 2026-11-04
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares2,233 from 2,242
Change-9 (0%)
Value$1.6M (+$356.5K)
Filed 2026-10-29
Mechanics Bank Trust Department
DECREASED
Shares2,231 from 2,401
Change-170 (-7%)
Value$1.6M (+$265.4K)
Filed 2026-10-13
Isthmus Partners, LLC
DECREASED
Shares2,231 from 2,281
Change-50 (-2%)
Value$1.6M (+$333.0K)
Filed 2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED
Shares2,225 from 2,512
Change-287 (-11%)
Value$1.6M (+$198.7K)
Filed 2026-10-26
Sincerus Advisory, LLC
DECREASED
Shares2,223 from 2,314
Change-91 (-4%)
Value$1.6M (+$308.7K)
Filed 2026-10-09
Cyr Financial Inc.
INCREASED
Shares2,219 from 2,038
Change+181 (+9%)
Value$1.6M (+$461.5K)
Filed 2026-10-16
Keystone Wealth Services, LLC
DECREASED
Shares2,218 from 2,391
Change-173 (-7%)
Value$1.6M (+$292.1K)
Filed 2026-11-03
Marino, Stram & Associates LLC
INCREASED
Shares2,216 from 2,211
Change+5 (+0%)
Value$1.6M (+$361.3K)
Filed 2026-10-22
Midland Wealth Advisors, LLC
DECREASED
Shares2,214 from 2,348
Change-134 (-6%)
Value$1.6M (+$282.9K)
Filed 2026-10-26
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares2,212 from 2,000
Change+212 (+11%)
Value$1.6M (+$477.6K)
Filed 2026-10-15
Bradyco, Inc.
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$1.6M (+$357.6K)
Filed 2026-11-03
Etesian Wealth Advisors, Inc.
INCREASED
Shares2,203 from 2,166
Change+37 (+2%)
Value$1.6M (+$377.5K)
Filed 2026-10-27
Parkside Investments, LLC
DECREASED
Shares2,200 from 24,100
Change-21,900 (-91%)
Value$1.6M (+$243.5K)
Filed 2026-10-20
Meadow Creek Wealth Advisors LLC
INCREASED
Shares2,197 from 2,001
Change+196 (+10%)
Value$1.6M (+$466.1K)
Filed 2026-11-02
Mlp3, LLC
INCREASED
Shares2,195 from 577
Change+1,618 (+280%)
Value$1.6M (+$1.3M)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
DECREASED
Shares2,193 from 2,406
Change-213 (-9%)
Value$1.6M (+$234.6K)
Filed 2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares2,190 from 1,760
Change+430 (+24%)
Value$1.6M (+$596.8K)
Filed 2026-10-27
Albert D Mason Inc
INCREASED
Shares2,186 from 2,185
Change+1 (+0%)
Value$1.6M (+$354.4K)
Filed 2026-10-27
Chapin Davis, Inc.
INCREASED
Shares2,185 from 1,790
Change+395 (+22%)
Value$1.6M (+$576.3K)
Filed 2026-10-09
Keeler Thomas Management LLC
DECREASED
Shares2,183 from 2,258
Change-75 (-3%)
Value$1.6M (+$311.3K)
Filed 2026-10-29
LifeWealth Investments, LLC
DECREASED
Shares2,181 from 2,580
Change-399 (-15%)
Value$1.6M (+$128.3K)
Filed 2026-10-21
Austin Wealth Management, LLC
INCREASED
Shares2,181 from 1,957
Change+224 (+11%)
Value$1.6M (+$308.0K)
Filed 2026-11-06
MN Wealth Advisors, LLC
INCREASED
Shares2,179 from 2,033
Change+146 (+7%)
Value$1.6M (+$435.0K)
Filed 2026-10-23
Independence Wealth Advisors, LLC
DECREASED
Shares2,173 from 2,219
Change-46 (-2%)
Value$1.6M (+$325.9K)
Filed 2026-10-29
Navigoe, LLC
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$1.6M (+$351.0K)
Filed 2026-11-04
Banque de Luxembourg S.A.
INCREASED
Shares2,165 from 2,099
Change+66 (+3%)
Value$1.6M (+$387.7K)
Filed 2026-10-14
Intrua Financial, LLC
INCREASED
Shares2,164 from 2,054
Change+110 (+5%)
Value$1.6M (+$412.7K)
Filed 2026-10-28
ARS Investment Partners, LLC
DECREASED
Shares2,161 from 2,295
Change-134 (-6%)
Value$1.6M (+$274.4K)
Filed 2026-11-05
TFB Advisors LLC
INCREASED
Shares2,159 from 2,131
Change+28 (+1%)
Value$1.6M (+$365.3K)
Filed 2026-11-02
Warwick Investment Management, Inc.
DECREASED
Shares2,153 from 2,319
Change-166 (-7%)
Value$1.6M (+$255.0K)
Filed 2026-10-19
BXM Wealth LLC
INCREASED
Shares2,150 from 2,059
Change+91 (+4%)
Value$1.6M (+$399.3K)
Filed 2026-11-03
Hudock, Inc.
INCREASED
Shares2,149 from 1,937
Change+212 (+11%)
Value$1.6M (+$467.0K)
Filed 2026-10-14
August Group Capital Ltd
DECREASED
Shares2,147 from 2,166
Change-19 (-1%)
Value$1.6M (+$336.9K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares2,139 from 1,782
Change+357 (+20%)
Value$1.6M (+$547.2K)
Filed 2026-11-04
Archvest Wealth Advisors, Inc.
INCREASED
Shares2,133 from 1,848
Change+285 (+15%)
Value$1.5M (+$505.8K)
Filed 2026-10-29
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares2,130 from 3,030
Change-900 (-30%)
Value$1.5M (-$162.1K)
Filed 2026-10-29
Jnba Financial Advisors
INCREASED
Shares2,130 from 2,018
Change+112 (+6%)
Value$1.5M (+$407.9K)
Filed 2026-11-03
DT Investment Partners, LLC
INCREASED
Shares2,128 from 2,120
Change+8 (+0%)
Value$1.5M (+$349.0K)
Filed 2026-10-27
Planned Solutions, Inc.
UNCHANGED
Shares2,123 from 2,123
Change0 (0%)
Value$1.5M (+$343.7K)
Filed 2026-10-19
Legacy Financial Strategies, LLC
INCREASED
Shares2,122 from 2,028
Change+94 (+5%)
Value$1.5M (+$396.5K)
Filed 2026-10-15
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares2,118 from 2,120
Change-2 (0%)
Value$1.5M (+$341.7K)
Filed 2026-10-16
Thoma Capital Management LLC
DECREASED
Shares2,108 from 2,162
Change-54 (-2%)
Value$1.5M (+$311.1K)
Filed 2026-10-19
MV Capital Management, Inc.
INCREASED
Shares2,106 from 2,096
Change+10 (+0%)
Value$1.5M (+$346.6K)
Filed 2026-10-29
RW Investment Management LLC
INCREASED
Shares2,101 from 1,869
Change+232 (+12%)
Value$1.5M (+$470.8K)
Filed 2026-11-03
Cincinnati Financial Corp
NEW
Shares2,100
Change+2,100
Value$1.5M
Filed 2026-11-03
Cincinnati Insurance Co
NEW
Shares2,100
Change+2,100
Value$1.5M
Filed 2026-11-03
Sonata Capital Group Inc
DECREASED
Shares2,100 from 2,598
Change-498 (-19%)
Value$1.5M (+$59.0K)
Filed 2026-10-19
Winebrenner Capital Management LLC
DECREASED
Shares2,100 from 2,125
Change-25 (-1%)
Value$1.5M (+$325.9K)
Filed 2026-10-07
Tufton Capital Management
DECREASED
Shares2,098 from 2,153
Change-55 (-3%)
Value$1.5M (+$309.0K)
Filed 2026-10-20
BKM Wealth Management, LLC
DECREASED
Shares2,095 from 2,567
Change-472 (-18%)
Value$1.5M (+$73.3K)
Filed 2026-10-22
Zega Investments, LLC
DECREASED
Shares2,086 from 13,246
Change-11,160 (-84%)
Value$1.5M (-$5.9M)
Filed 2026-11-04
Genesis Private Wealth, LLC
INCREASED
Shares2,085 from 1,575
Change+510 (+32%)
Value$1.5M (+$624.8K)
Filed 2026-11-02
J.M. Arbour, LLC
INCREASED
Shares2,083 from 2,056
Change+27 (+1%)
Value$1.5M (+$352.4K)
Filed 2026-11-05
Eads & Heald Wealth Management
DECREASED
Shares2,079 from 2,099
Change-20 (-1%)
Value$1.5M (+$325.3K)
Filed 2026-10-29
Sage Capital Advisors,llc
DECREASED
Shares2,078 from 2,094
Change-16 (-1%)
Value$1.5M (+$327.5K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
INCREASED
Shares2,073 from 1,996
Change+77 (+4%)
Value$1.5M (+$379.0K)
Filed 2026-10-20
Alterna Wealth Management, Inc
DECREASED
Shares2,072 from 2,105
Change-33 (-2%)
Value$1.5M (+$316.8K)
Filed 2026-10-27
Olistico Wealth, LLC
INCREASED
Shares2,071 from 2,064
Change+7 (+0%)
Value$1.5M (+$339.2K)
Filed 2026-10-05
Littlejohn Financial Services, Inc.
INCREASED
Shares2,070 from 1,930
Change+140 (+7%)
Value$1.5M (+$413.7K)
Filed 2026-11-06
Ameliora Wealth Management Ltd.
INCREASED
Shares2,064 from 1,983
Change+81 (+4%)
Value$1.5M (+$379.8K)
Filed 2026-10-23
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares2,060 from 3,236
Change-1,176 (-36%)
Value$1.5M (-$328.7K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares2,058 from 1,957
Change+101 (+5%)
Value$1.5M (+$390.1K)
Filed 2026-10-26
Opus Capital Group, LLC
DECREASED
Shares2,055 from 2,076
Change-21 (-1%)
Value$1.5M (+$321.0K)
Filed 2026-10-30
Trust Co of Oklahoma
DECREASED
Shares2,054 from 2,259
Change-205 (-9%)
Value$1.5M (+$217.0K)
Filed 2026-10-15
Centurion Wealth Management LLC
DECREASED
Shares2,054 from 2,186
Change-132 (-6%)
Value$1.5M (+$258.6K)
Filed 2026-10-13
Black Diamond Financial, LLC
INCREASED
Shares2,051 from 2,001
Change+50 (+3%)
Value$1.5M (+$360.4K)
Filed 2026-10-26
Baker Ellis Asset Management LLC
UNCHANGED
Shares2,049 from 2,049
Change0 (0%)
Value$1.5M (+$331.7K)
Filed 2026-10-14
Private Management Group Inc
DECREASED
Shares2,048 from 2,059
Change-11 (-1%)
Value$1.5M (+$325.4K)
Filed 2026-11-04
SS&H Financial Advisors, Inc.
INCREASED
Shares2,046 from 1,891
Change+155 (+8%)
Value$1.5M (+$419.0K)
Filed 2026-10-28
Total Wealth Planning & Management, Inc.
DECREASED
Shares2,044 from 2,304
Change-260 (-11%)
Value$1.5M (+$184.5K)
Filed 2026-10-23
Tortuga Wealth Management, Inc
DECREASED
Shares2,038 from 2,772
Change-734 (-26%)
Value$1.5M (-$83.1K)
Filed 2026-10-27
Acorn Creek Capital LLC
INCREASED
Shares2,038 from 1,974
Change+64 (+3%)
Value$1.5M (+$366.0K)
Filed 2026-11-05
Gibraltar Capital Management, Inc.
INCREASED
Shares2,035 from 1,933
Change+102 (+5%)
Value$1.5M (+$386.9K)
Filed 2026-10-27
Courier Capital LLC
INCREASED
Shares2,034 from 2,029
Change+5 (+0%)
Value$1.5M (+$332.1K)
Filed 2026-10-19
Ascentis Wealth Management, LLC
INCREASED
Shares2,032 from 1,444
Change+588 (+41%)
Value$1.5M (+$660.2K)
Filed 2026-11-03
Guardian Capital, LLC
DECREASED
Shares2,026 from 2,344
Change-318 (-14%)
Value$1.5M (+$148.9K)
Filed 2026-11-06
Allegheny Financial Group
DECREASED
Shares2,015 from 2,050
Change-35 (-2%)
Value$1.5M (+$306.9K)
Filed 2026-11-05
Peoples Financial Services Corp.
DECREASED
Shares2,008 from 2,058
Change-50 (-2%)
Value$1.5M (+$296.9K)
Filed 2026-10-20
HT Partners LLC
DECREASED
Shares2,007 from 2,011
Change-4 (0%)
Value$1.5M (+$323.1K)
Filed 2026-10-20
Fischer Financial Services, Inc.
INCREASED
Shares2,005 from 1,914
Change+91 (+5%)
Value$1.5M (+$375.9K)
Filed 2026-10-30
SC&H Financial Advisors, Inc.
DECREASED
Shares2,003 from 2,008
Change-5 (0%)
Value$1.5M (+$321.4K)
Filed 2026-10-14
Advisortrust Partners, LLC
INCREASED
Shares2,000 from 1,954
Change+46 (+2%)
Value$1.5M (+$350.0K)
Filed 2026-11-02
Blodgett Wealth Advisors, LLC
DECREASED
Shares1,998 from 2,016
Change-18 (-1%)
Value$1.4M (+$313.4K)
Filed 2026-10-23
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,994 from 3,387
Change-1,393 (-41%)
Value$1.4M (-$461.6K)
Filed 2026-10-26
Piedmont Capital Management, LLC
INCREASED
Shares1,989 from 1,984
Change+5 (+0%)
Value$1.4M (+$324.8K)
Filed 2026-10-21
Bingham Private Wealth, LLC
INCREASED
Shares1,988 from 1,835
Change+153 (+8%)
Value$1.4M (+$408.0K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares1,987 from 1,752
Change+235 (+13%)
Value$1.4M (+$454.2K)
Filed 2026-10-20
Corundum Group, Inc.
INCREASED
Shares1,982 from 1,745
Change+237 (+14%)
Value$1.4M (+$454.4K)
Filed 2026-10-28
Yoder Wealth Management, Inc.
INCREASED
Shares1,982 from 1,968
Change+14 (+1%)
Value$1.4M (+$328.8K)
Filed 2026-10-13
William Mack & Associates, Inc.
INCREASED
Shares1,977 from 1,770
Change+207 (+12%)
Value$1.4M (+$436.4K)
Filed 2026-10-27
Towercrest Capital Management
DECREASED
Shares1,977 from 1,987
Change-10 (0%)
Value$1.4M (+$314.4K)
Filed 2026-10-23
Client 1ST Advisory Group, LLC
DECREASED
Shares1,972 from 2,337
Change-365 (-16%)
Value$1.4M (+$113.7K)
Filed 2026-10-19
Sharper & Granite LLC
INCREASED
Shares1,972 from 1,964
Change+8 (+0%)
Value$1.1M (+$21.9K)
Filed 2026-11-02
Centerline Wealth Advisors, LLC
INCREASED
Shares1,969 from 1,967
Change+2 (+0%)
Value$1.4M (+$319.9K)
Filed 2026-10-15
Fire Capital Management LLC
DECREASED
Shares1,968 from 2,352
Change-384 (-16%)
Value$1.4M (+$102.3K)
Filed 2026-10-27
Optivise Advisory Services LLC
INCREASED
Shares1,963 from 1,778
Change+185 (+10%)
Value$1.4M (+$422.5K)
Filed 2026-10-19
Mechanics Financial Corp
INCREASED
Shares1,960 from 1,939
Change+21 (+1%)
Value$1.4M (+$329.1K)
Filed 2026-11-05
Ticino Wealth
INCREASED
Shares1,950 from 1,892
Change+58 (+3%)
Value$1.4M (+$348.4K)
Filed 2026-10-13
Lantz Financial LLC
INCREASED
Shares1,945 from 1,872
Change+73 (+4%)
Value$1.4M (+$356.0K)
Filed 2026-10-15
Adams Asset Advisors, LLC
UNCHANGED
Shares1,938 from 1,938
Change0 (0%)
Value$1.4M (+$313.7K)
Filed 2026-10-08
Wealthcare Capital Partners, LLC
INCREASED
Shares1,936 from 1,913
Change+23 (+1%)
Value$1.4M (+$326.5K)
Filed 2026-10-21
Alliance Wealth Management Group
DECREASED
Shares1,935 from 1,945
Change-10 (-1%)
Value$1.4M (+$307.6K)
Filed 2026-10-29
David J Yvars Group
INCREASED
Shares1,932 from 1,576
Change+356 (+23%)
Value$1.4M (+$513.5K)
Filed 2026-10-09
Syntegra Private Wealth Group, LLC
INCREASED
Shares1,931 from 1,856
Change+75 (+4%)
Value$1.4M (+$354.8K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED
Shares1,921 from 1,762
Change+159 (+9%)
Value$1.4M (+$425.4K)
Filed 2026-11-03
PUREfi Wealth, LLC
DECREASED
Shares1,915 from 2,749
Change-834 (-30%)
Value$1.4M (-$159.8K)
Filed 2026-10-19
Foguth Wealth Management, Llc.
INCREASED
Shares1,912 from 1,634
Change+278 (+17%)
Value$1.4M (+$300.7K)
Filed 2026-10-19
Guardian Asset Advisors, LLC
INCREASED
Shares1,908 from 1,907
Change+1 (+0%)
Value$1.4M (+$309.6K)
Filed 2026-10-16
Richardson Financial Services Inc.
DECREASED
Shares1,905 from 1,907
Change-2 (0%)
Value$1.4M (+$307.3K)
Filed 2026-10-30
ROI Financial Advisors, LLC
DECREASED
Shares1,900 from 1,982
Change-82 (-4%)
Value$1.4M (+$261.1K)
Filed 2026-10-19
Northwest Wealth Management, LLC
INCREASED
Shares1,899 from 1,812
Change+87 (+5%)
Value$1.4M (+$356.4K)
Filed 2026-10-30
Quantum Financial Partners LLC
DECREASED
Shares1,899 from 1,917
Change-18 (-1%)
Value$1.4M (+$297.4K)
Filed 2026-10-19
Probity Advisors, Inc.
INCREASED
Shares1,896 from 1,879
Change+17 (+1%)
Value$1.4M (+$316.6K)
Filed 2026-10-23
Mengis Capital Management, Inc.
INCREASED
Shares1,895 from 1,865
Change+30 (+2%)
Value$1.4M (+$323.7K)
Filed 2026-10-13
Berman McAleer LLC
UNCHANGED
Shares1,895 from 1,895
Change0 (0%)
Value$1.4M (+$306.9K)
Filed 2026-10-16
Oak Barrel Wealth Advisory LLC
INCREASED
Shares1,890 from 1,886
Change+4 (+0%)
Value$1.4M (+$308.6K)
Filed 2026-11-05
First National Bank Sioux Falls
DECREASED
Shares1,884 from 1,957
Change-73 (-4%)
Value$1.4M (+$41.6K)
Filed 2026-10-13
Hidden Cove Wealth Management, LLC
INCREASED
Shares1,878 from 1,388
Change+490 (+35%)
Value$1.4M (+$580.0K)
Filed 2026-10-19
Union Savings Bank
DECREASED
Shares1,878 from 1,908
Change-30 (-2%)
Value$1.4M (+$287.1K)
Filed 2026-10-14
Cornerstone Planning Group LLC
INCREASED
Shares1,878 from 1,872
Change+6 (+0%)
Value$1.3M (+$175.9K)
Filed 2026-10-16
ERn Financial, LLC
INCREASED
Shares1,875 from 1,855
Change+20 (+1%)
Value$1.4M (+$315.0K)
Filed 2026-10-28
Waterway Wealth Management, LLC
DECREASED
Shares1,872 from 1,933
Change-61 (-3%)
Value$1.4M (+$268.4K)
Filed 2026-10-28
TSA Wealth Managment LLC
INCREASED
Shares1,865 from 1,726
Change+139 (+8%)
Value$1.4M (+$380.2K)
Filed 2026-10-22
Nolet Wealth Management, LLC
INCREASED
Shares1,860 from 1,664
Change+196 (+12%)
Value$1.3M (+$411.6K)
Filed 2026-10-15
Vaughan David Investments LLC
DECREASED
Shares1,857 from 1,859
Change-2 (0%)
Value$1.3M (+$300.0K)
Filed 2026-11-05
Arwa LLC
DECREASED
Shares1,845 from 2,014
Change-169 (-8%)
Value$1.4M (+$68.5K)
Filed 2026-10-21
Arcataur Capital Management LLC
UNCHANGED
Shares1,841 from 1,841
Change0 (0%)
Value$1.3M (+$298.0K)
Filed 2026-10-21
Signature Equity Partners, LLC
DECREASED
Shares1,837 from 2,277
Change-440 (-19%)
Value$1.3M (+$50.1K)
Filed 2026-10-29
Clark Financial Services Group Inc
INCREASED
Shares1,835 from 1,729
Change+106 (+6%)
Value$1.3M (+$356.8K)
Filed 2026-10-19
Cora Capital Advisors LLC
DECREASED
Shares1,834 from 2,180
Change-346 (-16%)
Value$1.3M (+$102.0K)
Filed 2026-11-02
Bluesphere Advisors LLC
INCREASED
Shares1,832 from 1,537
Change+295 (+19%)
Value$1.3M (+$462.4K)
Filed 2026-10-19
Pennsylvania Capital Management Inc
INCREASED
Shares1,827 from 1,564
Change+263 (+17%)
Value$1.3M (+$443.9K)
Filed 2026-11-05
Integrity Investment Advisors, LLC
INCREASED
Shares1,825 from 1,525
Change+300 (+20%)
Value$1.3M (+$464.3K)
Filed 2026-11-03
Fortitude Advisory Group L.L.C.
DECREASED
Shares1,821 from 2,342
Change-521 (-22%)
Value$1.3M (+$1.5K)
Filed 2026-10-15
Patten & Patten Inc
DECREASED
Shares1,814 from 1,924
Change-110 (-6%)
Value$1.3M (+$231.8K)
Filed 2026-10-26
PFW Advisors LLC
INCREASED
Shares1,814 from 1,730
Change+84 (+5%)
Value$1.3M (+$341.0K)
Filed 2026-10-07
Code Waechter LLC
INCREASED
Shares1,808 from 1,316
Change+492 (+37%)
Value$1.3M (+$570.0K)
Filed 2026-10-23
Prentiss Smith & Co Inc
UNCHANGED
Shares1,796 from 1,796
Change0 (0%)
Value$1.3M (+$290.8K)
Filed 2026-10-27
KG Capital Management
INCREASED
Shares1,793 from 1,722
Change+71 (+4%)
Value$1.3M (+$330.3K)
Filed 2026-10-15
Verum Partners LLC
INCREASED
Shares1,791 from 1,350
Change+441 (+33%)
Value$1.3M (+$538.4K)
Filed 2026-10-21
Brickley Wealth Management
INCREASED
Shares1,787 from 1,539
Change+248 (+16%)
Value$1.3M (+$429.0K)
Filed 2026-11-04
WPG Advisers, LLC
INCREASED
Shares1,786 from 1,746
Change+40 (+2%)
Value$1.3M (+$311.7K)
Filed 2026-10-27
Summit Financial Wealth Advisors, LLC
INCREASED
Shares1,781 from 1,746
Change+35 (+2%)
Value$1.3M (+$308.0K)
Filed 2026-10-15
Howard Wealth Management, LLC
UNCHANGED
Shares1,778 from 1,778
Change0 (0%)
Value$1.3M (+$287.9K)
Filed 2026-10-28
Visionary Horizons, LLC
INCREASED
Shares1,774 from 1,730
Change+44 (+3%)
Value$1.3M (+$312.3K)
Filed 2026-10-22
LifeGoal Investments, LLC
INCREASED
Shares1,773 from 1,234
Change+539 (+44%)
Value$1.3M (+$590.8K)
Filed 2026-10-09
JGP Wealth Management, LLC
DECREASED
Shares1,772 from 2,167
Change-395 (-18%)
Value$1.3M (+$64.5K)
Filed 2026-10-13
Horizon Wealth Management, LLC
INCREASED
Shares1,771 from 1,763
Change+8 (+0%)
Value$1.3M (+$290.9K)
Filed 2026-11-02
Clarus Group, Inc.
INCREASED
Shares1,771 from 1,770
Change+1 (+0%)
Value$1.3M (+$286.9K)
Filed 2026-10-21
Hardworking Capital Advisors, LLC
INCREASED
Shares1,761 from 1,676
Change+85 (+5%)
Value$1.3M (+$332.9K)
Filed 2026-10-20
Crusonia Wealth Advisors LLC
INCREASED
Shares1,761 from 1,716
Change+45 (+3%)
Value$1.3M (+$311.0K)
Filed 2026-10-26
L. Roy Papp & Associates, LLP
INCREASED
Shares1,759 from 1,711
Change+48 (+3%)
Value$1.3M (+$311.8K)
Filed 2026-10-21
Beacon Bank & Trust
DECREASED
Shares1,758 from 1,865
Change-107 (-6%)
Value$1.3M (+$224.3K)
Filed 2026-10-27
Kraft, Davis & Associates, LLC
DECREASED
Shares1,750 from 1,904
Change-154 (-8%)
Value$1.2M (+$84.0K)
Filed 2026-10-21
TFC Financial Management, Inc.
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$1.3M (+$283.2K)
Filed 2026-10-26
Tributary Capital Management, LLC
DECREASED
Shares1,743 from 1,916
Change-173 (-9%)
Value$1.3M (+$184.7K)
Filed 2026-10-28
Meredith Wealth Planning
DECREASED
Shares1,741 from 1,823
Change-82 (-4%)
Value$1.3M (+$235.2K)
Filed 2026-10-14
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares1,739 from 1,527
Change+212 (+14%)
Value$1.3M (+$400.9K)
Filed 2026-10-22
Townsend Asset Management Corp
INCREASED
Shares1,735 from 1,633
Change+102 (+6%)
Value$1.3M (+$338.4K)
Filed 2026-10-29
Unify Financial Advisors
INCREASED
Shares1,733 from 1,699
Change+34 (+2%)
Value$1.3M (+$299.5K)
Filed 2026-11-03
Next Level Private LLC
INCREASED
Shares1,731 from 1,490
Change+241 (+16%)
Value$1.3M (+$416.4K)
Filed 2026-10-20
Phillips Financial Management, LLC
INCREASED
Shares1,731 from 1,686
Change+45 (+3%)
Value$1.3M (+$305.6K)
Filed 2026-10-19
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares1,724 from 1,961
Change-237 (-12%)
Value$1.3M (+$145.7K)
Filed 2026-10-19
Kaizen Financial Strategies
DECREASED
Shares1,719 from 2,204
Change-485 (-22%)
Value$1.2M (-$104.3K)
Filed 2026-10-09
Vista Investment Partners II, LLC
INCREASED
Shares1,717 from 1,713
Change+4 (+0%)
Value$1.2M (+$279.6K)
Filed 2026-10-15
Berkshire Money Management, Inc.
NEW
Shares1,715
Change+1,715
Value$1.2M
Filed 2026-10-21
SJS Investment Consulting Inc.
INCREASED
Shares1,713 from 1,348
Change+365 (+27%)
Value$1.2M (+$482.9K)
Filed 2026-10-26
Fortitude Family Office, LLC
INCREASED
Shares1,710 from 1,195
Change+515 (+43%)
Value$1.2M (+$566.9K)
Filed 2026-10-14
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares1,710 from 1,709
Change+1 (+0%)
Value$1.2M (+$277.2K)
Filed 2026-10-29
Birch Financial Group, LLC
DECREASED
Shares1,706 from 1,801
Change-95 (-5%)
Value$1.2M (+$222.8K)
Filed 2026-10-27
Burns Matteson Capital Management, LLC
DECREASED
Shares1,704 from 2,664
Change-960 (-36%)
Value$1.2M (-$264.9K)
Filed 2026-10-16
Aventus Investment Advisors, Inc.
INCREASED
Shares1,704 from 1,694
Change+10 (+1%)
Value$1.2M (+$281.5K)
Filed 2026-10-09
West Bancorporation Inc
DECREASED
Shares1,702 from 1,763
Change-61 (-3%)
Value$1.2M (+$241.2K)
Filed 2026-10-29
Montis Financial, LLC
DECREASED
Shares1,701 from 1,835
Change-134 (-7%)
Value$1.2M (+$199.8K)
Filed 2026-11-04
Pacific Sage Partners, LLC
DECREASED
Shares1,701 from 1,739
Change-38 (-2%)
Value$1.2M (+$254.2K)
Filed 2026-10-21
Radnor Capital Management, LLC
INCREASED
Shares1,700 from 1,535
Change+165 (+11%)
Value$1.2M (+$368.2K)
Filed 2026-10-23
Gouws Capital LLC
DECREASED
Shares1,700 from 1,800
Change-100 (-6%)
Value$1.2M (+$218.9K)
Filed 2026-10-09
Penbrook Management LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$1.2M (+$275.2K)
Filed 2026-10-16
Crumly & Associates Inc.
INCREASED
Shares1,696 from 1,458
Change+238 (+16%)
Value$1.2M (+$408.3K)
Filed 2026-10-07
One Day In July LLC
DECREASED
Shares1,696 from 1,764
Change-68 (-4%)
Value$1.2M (+$236.9K)
Filed 2026-10-30
Elevate Capital Advisors, LLC
DECREASED
Shares1,695 from 4,073
Change-2,378 (-58%)
Value$1.2M (-$1.1M)
Filed 2026-11-02
Diversified Management Inc
DECREASED
Shares1,692 from 2,578
Change-886 (-34%)
Value$1.2M (-$225.1K)
Filed 2026-10-08
Adamsbrown Wealth Consultants LLC
DECREASED
Shares1,691 from 1,789
Change-98 (-5%)
Value$1.2M (+$218.9K)
Filed 2026-10-20
Emerald Advisors, LLC
DECREASED
Shares1,685 from 1,829
Change-144 (-8%)
Value$1.2M (+$191.7K)
Filed 2026-10-13
4J Wealth Management LLC
DECREASED
Shares1,683 from 1,733
Change-50 (-3%)
Value$1.2M (+$244.4K)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares1,679 from 1,778
Change-99 (-6%)
Value$1.2M (+$216.0K)
Filed 2026-10-08
BankChampaign, National Association
DECREASED
Shares1,678 from 1,783
Change-105 (-6%)
Value$1.2M (+$212.5K)
Filed 2026-10-19
Advocate Investing Services LLC
DECREASED
Shares1,678 from 1,727
Change-49 (-3%)
Value$1.2M (+$243.6K)
Filed 2026-10-26
Ridgecrest Wealth Partners, LLC
DECREASED
Shares1,672 from 1,712
Change-40 (-2%)
Value$1.2M (+$248.2K)
Filed 2026-10-19
Founders Grove Wealth Partners, LLC
INCREASED
Shares1,670 from 1,654
Change+16 (+1%)
Value$1.2M (+$279.4K)
Filed 2026-10-16
Wealth Preservation Advisors, LLC
INCREASED
Shares1,669 from 1,391
Change+278 (+20%)
Value$1.2M (+$426.9K)
Filed 2026-11-05
Aspetuck Financial Management LLC
DECREASED
Shares1,665 from 2,100
Change-435 (-21%)
Value$1.2M (+$24.5K)
Filed 2026-11-04
New Capital Management LP
DECREASED
Shares1,665 from 1,683
Change-18 (-1%)
Value$1.2M (+$259.5K)
Filed 2026-10-29
Bluedoor Private Wealth, LLC
INCREASED
Shares1,654 from 1,629
Change+25 (+2%)
Value$1.2M (+$281.8K)
Filed 2026-11-05
LVM Capital Management LTD
INCREASED
Shares1,650 from 678
Change+972 (+143%)
Value$1.2M (+$1.2M)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares1,650 from 1,456
Change+194 (+13%)
Value$1.2M (+$376.5K)
Filed 2026-10-14
Stonekeep Investments, LLC
DECREASED
Shares1,650 from 1,701
Change-51 (-3%)
Value$1.2M (+$1.2M)
Filed 2026-10-15
Lynx Investment Advisory
DECREASED
Shares1,649 from 1,651
Change-2 (0%)
Value$1.2M (+$266.4K)
Filed 2026-10-27
Bria Capital Group, LLC
INCREASED
Shares1,648 from 461
Change+1,187 (+257%)
Value$1.2M (+$935.5K)
Filed 2026-10-22
Manchester Capital Management LLC
DECREASED
Shares1,648 from 1,871
Change-223 (-12%)
Value$1.2M (+$141.2K)
Filed 2026-10-22
Atlas Private Wealth Advisors
DECREASED
Shares1,643 from 1,803
Change-160 (-9%)
Value$1.2M (+$175.8K)
Filed 2026-10-23
Optimas Capital Ltd
NEW
Shares1,640
Change+1,640
Value$1.2M
Filed 2026-11-03
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares1,639 from 1,632
Change+7 (+0%)
Value$1.2M (+$269.4K)
Filed 2026-10-14
Apex Wealth Management, LLC
DECREASED
Shares1,638 from 1,643
Change-5 (0%)
Value$1.2M (+$262.3K)
Filed 2026-10-20
Rise Advisors, LLC
INCREASED
Shares1,637 from 1,524
Change+113 (+7%)
Value$1.2M (+$329.1K)
Filed 2026-10-16
First Business Financial Services, Inc.
DECREASED
Shares1,636 from 4,553
Change-2,917 (-64%)
Value$1.2M (-$1.4M)
Filed 2026-10-29
Sims Investment Management, LLC
UNCHANGED
Shares1,636 from 1,636
Change0 (0%)
Value$1.2M (+$264.9K)
Filed 2026-10-13
Kuhn & Co Investment Counsel
INCREASED
Shares1,634 from 1,584
Change+50 (+3%)
Value$1.2M (+$292.7K)
Filed 2026-10-29
Nautilus Advisors LLC
INCREASED
Shares1,630 from 1,613
Change+17 (+1%)
Value$1.2M (+$102.3K)
Filed 2026-10-07
Summa Corp.
INCREASED
Shares1,628 from 1,058
Change+570 (+54%)
Value$1.2M (+$584.7K)
Filed 2026-10-30
Towerpoint Wealth, LLC
DECREASED
Shares1,627 from 1,767
Change-140 (-8%)
Value$1.2M (+$184.0K)
Filed 2026-10-13
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares1,622 from 1,622
Change0 (0%)
Value$1.2M (+$262.6K)
Filed 2026-10-19
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares1,617 from 2,801
Change-1,184 (-42%)
Value$1.2M (-$406.6K)
Filed 2026-10-27
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,613 from 1,594
Change+19 (+1%)
Value$1.2M (+$271.8K)
Filed 2026-10-22
Capstone Wealth Management, LLC
INCREASED
Shares1,612 from 1,197
Change+415 (+35%)
Value$1.2M (+$494.7K)
Filed 2026-11-02
West Wealth Group, LLC
INCREASED
Shares1,612 from 1,557
Change+55 (+4%)
Value$1.2M (+$292.0K)
Filed 2026-10-14
Eurizon SLJ Capital Ltd
DECREASED
Shares1,612 from 1,632
Change-20 (-1%)
Value$1.2M (+$249.7K)
Filed 2026-11-06
Persium Advisors, LLC
INCREASED
Shares1,610 from 1,460
Change+150 (+10%)
Value$1.2M (+$345.1K)
Filed 2026-10-07
International Private Wealth Advisors LLC
DECREASED
Shares1,608 from 1,646
Change-38 (-2%)
Value$1.2M (+$239.1K)
Filed 2026-11-05
Legacy Wealth Management, LLC / MS
DECREASED
Shares1,606 from 5,496
Change-3,890 (-71%)
Value$1.2M (-$1.9M)
Filed 2026-10-30
Vilga Financial Planning LLC
INCREASED
Shares1,601 from 1,518
Change+83 (+5%)
Value$1.2M (+$305.9K)
Filed 2026-10-09
Nabity-Jensen Investment Management Inc
INCREASED
Shares1,599 from 1,521
Change+78 (+5%)
Value$1.2M (+$302.8K)
Filed 2026-10-23
Compton Wealth Advisory Group, LLC
NEW
Shares1,597
Change+1,597
Value$1.2M
Filed 2026-10-13
R2 Capital Strategies, LLC
DECREASED
Shares1,595 from 1,633
Change-38 (-2%)
Value$1.2M (+$236.9K)
Filed 2026-10-15
Clear Trail Advisors, LLC
DECREASED
Shares1,593 from 1,677
Change-84 (-5%)
Value$1.2M (+$210.4K)
Filed 2026-10-20
Davidson Trust Co
DECREASED
Shares1,586 from 1,900
Change-314 (-17%)
Value$1.2M (+$79.9K)
Filed 2026-10-09
Latitude Advisors, LLC
INCREASED
Shares1,585 from 1,548
Change+37 (+2%)
Value$1.1M (+$277.3K)
Filed 2026-10-27
Rainier Family Wealth Inc
DECREASED
Shares1,582 from 1,626
Change-44 (-3%)
Value$1.1M (+$231.4K)
Filed 2026-11-02
Cynosure Group, LLC
UNCHANGED
Shares1,582 from 1,582
Change0 (0%)
Value$1.1M (+$256.1K)
Filed 2026-11-03
HMV Wealth Advisors, LLC
DECREASED
Shares1,571 from 1,716
Change-145 (-8%)
Value$1.1M (+$172.7K)
Filed 2026-10-27
Salvus Wealth Management, LLC
INCREASED
Shares1,568 from 1,200
Change+368 (+31%)
Value$1.1M (+$461.1K)
Filed 2026-10-13
Miller Financial Services LLC
DECREASED
Shares1,566 from 1,615
Change-49 (-3%)
Value$1.1M (+$226.0K)
Filed 2026-10-20
R. W. Roge & Company, Inc.
INCREASED
Shares1,566 from 1,561
Change+5 (+0%)
Value$1.1M (+$257.0K)
Filed 2026-11-04
MFG Investments, LLC
NEW
Shares1,565
Change+1,565
Value$1.1M
Filed 2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares1,565 from 1,365
Change+200 (+15%)
Value$1.1M (+$365.9K)
Filed 2026-10-29
SWP Financial LLC
INCREASED
Shares1,561 from 1,530
Change+31 (+2%)
Value$1.1M (+$270.2K)
Filed 2026-10-23
Advisory Advocates, LLC
DECREASED
Shares1,558 from 1,642
Change-84 (-5%)
Value$1.1M (+$205.3K)
Filed 2026-11-05
Eagle Bay Advisors LLC
INCREASED
Shares1,558 from 1,497
Change+61 (+4%)
Value$1.1M (+$286.7K)
Filed 2026-10-16
Tenet Wealth Partners, LLC
DECREASED
Shares1,556 from 1,639
Change-83 (-5%)
Value$1.1M (+$155.0K)
Filed 2026-10-19
Heck Capital Advisors, LLC
INCREASED
Shares1,554 from 1,282
Change+272 (+21%)
Value$1.1M (+$404.8K)
Filed 2026-10-14
Market Street Wealth Management Advisors LLC
INCREASED
Shares1,553 from 1,441
Change+112 (+8%)
Value$1.1M (+$314.5K)
Filed 2026-10-09
Jeter Robert S II
INCREASED
Shares1,552 from 864
Change+688 (+80%)
Value$1.2M (+$605.4K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
INCREASED
Shares1,552 from 1,250
Change+302 (+24%)
Value$1.1M (+$421.4K)
Filed 2026-10-29
Gratus Wealth Advisors, LLC
DECREASED
Shares1,551 from 2,046
Change-495 (-24%)
Value$1.1M (-$27.7K)
Filed 2026-10-26
Cacti Asset Management LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$1.1M (+$272.0K)
Filed 2026-10-01
Carmel Capital Partners, LLC
DECREASED
Shares1,547 from 3,798
Change-2,251 (-59%)
Value$1.1M (-$1.0M)
Filed 2026-11-03
Lee Financial Co
INCREASED
Shares1,546 from 1,455
Change+91 (+6%)
Value$1.1M (+$301.5K)
Filed 2026-10-16
Financial Council, LLC
UNCHANGED
Shares1,546 from 1,546
Change0 (0%)
Value$1.1M (+$250.3K)
Filed 2026-11-02
Matrix Trust Co
INCREASED
Shares1,545 from 1,301
Change+244 (+19%)
Value$1.1M (+$1.1M)
Filed 2026-10-07
Instrumental Wealth, LLC
INCREASED
Shares1,541 from 1,436
Change+105 (+7%)
Value$1.1M (+$309.0K)
Filed 2026-10-20
Luts & Greenleigh Group, Inc.
INCREASED
Shares1,539 from 1,511
Change+28 (+2%)
Value$1.1M (+$264.9K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
INCREASED
Shares1,538 from 1,493
Change+45 (+3%)
Value$1.1M (+$274.3K)
Filed 2026-10-05
Advisor Resource Council
DECREASED
Shares1,535 from 1,580
Change-45 (-3%)
Value$1.1M (+$190.6K)
Filed 2026-11-05
Womack Financial LLC
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$1.1M (+$248.3K)
Filed 2026-10-14
Johnson Financial Group, LLC
DECREASED
Shares1,532 from 5,221
Change-3,689 (-71%)
Value$1.1M (-$1.8M)
Filed 2026-11-03
Charles Schwab Trust Co
DECREASED
Shares1,531 from 1,751
Change-220 (-13%)
Value$1.1M (+$123.9K)
Filed 2026-10-15
Renasant Bank
DECREASED
Shares1,529 from 3,029
Change-1,500 (-50%)
Value$1.1M (-$597.4K)
Filed 2026-11-05
Bright Futures Wealth Management, Llc.
INCREASED
Shares1,529 from 1,505
Change+24 (+2%)
Value$1.1M (+$261.0K)
Filed 2026-10-23
Viewpoint Capital Management LLC
DECREASED
Shares1,528 from 1,567
Change-39 (-2%)
Value$1.1M (+$225.3K)
Filed 2026-10-27
Islay Capital Management, LLC
INCREASED
Shares1,514 from 1,510
Change+4 (+0%)
Value$1.1M (+$247.4K)
Filed 2026-10-20
Johnson Bixby & Associates, LLC
DECREASED
Shares1,513 from 2,171
Change-658 (-30%)
Value$1.1M (-$125.7K)
Filed 2026-10-14
ACT Advisors, Llc.
INCREASED
Shares1,512 from 1,301
Change+211 (+16%)
Value$1.1M (+$363.6K)
Filed 2026-10-15
Box Hill Private Wealth LLC
DECREASED
Shares1,512 from 1,722
Change-210 (-12%)
Value$1.1M (+$126.7K)
Filed 2026-10-05
PCG Asset Management, LLC
DECREASED
Shares1,512 from 1,541
Change-29 (-2%)
Value$1.1M (+$228.4K)
Filed 2026-11-05
Avalon Capital Management
INCREASED
Shares1,509 from 866
Change+643 (+74%)
Value$1.1M (+$606.5K)
Filed 2026-11-04
Vista Investment Partners LLC
DECREASED
Shares1,508 from 2,240
Change-732 (-33%)
Value$1.1M (-$168.2K)
Filed 2026-10-08
Seelaus Asset Management LLC
DECREASED
Shares1,504 from 1,637
Change-133 (-8%)
Value$1.1M (+$168.6K)
Filed 2026-10-14
Camden National Bank
INCREASED
Shares1,503 from 1,431
Change+72 (+5%)
Value$1.1M (+$283.9K)
Filed 2026-11-02
Smith Shellnut Wilson LLC
UNCHANGED
Shares1,502 from 1,502
Change0 (0%)
Value$1.1M (+$243.2K)
Filed 2026-10-21
Absolute Capital Management, LLC
INCREASED
Shares1,500 from 931
Change+569 (+61%)
Value$1.1M (+$563.3K)
Filed 2026-10-16
Private Client Services, LLC
DECREASED
Shares1,500 from 1,679
Change-179 (-11%)
Value$1.1M (+$141.7K)
Filed 2026-10-02
Howard Capital Management Group, LLC
DECREASED
Shares1,498 from 1,599
Change-101 (-6%)
Value$1.1M (+$186.3K)
Filed 2026-10-16
Worth Asset Management, LLC
INCREASED
Shares1,497 from 1,114
Change+383 (+34%)
Value$1.1M (+$458.2K)
Filed 2026-10-07
4Wealth Advisors, Inc.
DECREASED
Shares1,494 from 2,603
Change-1,109 (-43%)
Value$1.1M (-$359.9K)
Filed 2026-10-13
Baron Wealth Management LLC
DECREASED
Shares1,494 from 1,776
Change-282 (-16%)
Value$1.1M (+$83.0K)
Filed 2026-10-27
ProCore Advisors, LLC
DECREASED
Shares1,493 from 1,760
Change-267 (-15%)
Value$1.1M (+$91.6K)
Filed 2026-10-14
Redwood Financial Network Corp
DECREASED
Shares1,487 from 1,725
Change-238 (-14%)
Value$1.1M (+$106.8K)
Filed 2026-11-03
Morling Financial Advisors, LLC
DECREASED
Shares1,487 from 1,590
Change-103 (-6%)
Value$1.1M (+$182.7K)
Filed 2026-10-28
Shira Ridge Wealth Management
DECREASED
Shares1,483 from 1,900
Change-417 (-22%)
Value$1.1M (+$5.2K)
Filed 2026-10-09
MBA Advisors LLC
DECREASED
Shares1,477 from 1,938
Change-461 (-24%)
Value$1.1M (-$20.6K)
Filed 2026-10-29
Echo45 Advisors LLC
INCREASED
Shares1,475 from 1,220
Change+255 (+21%)
Value$1.1M (+$382.6K)
Filed 2026-10-07
Uniting Wealth Partners, LLC
INCREASED
Shares1,472 from 1,292
Change+180 (+14%)
Value$1.1M (+$339.7K)
Filed 2026-11-06
Accelerate Investment Advisors LLC
DECREASED
Shares1,472 from 1,576
Change-104 (-7%)
Value$1.1M (+$179.9K)
Filed 2026-11-02
Center for Financial Planning, Inc.
INCREASED
Shares1,467 from 1,257
Change+210 (+17%)
Value$1.1M (+$355.8K)
Filed 2026-10-26
Old Mission Investment Co LLC
INCREASED
Shares1,465 from 1,464
Change+1 (+0%)
Value$1.1M (+$237.8K)
Filed 2026-10-22
Register Financial Advisors LLC
DECREASED
Shares1,464 from 1,469
Change-5 (0%)
Value$1.1M (+$234.3K)
Filed 2026-10-23
Scissortail Wealth Management, LLC
INCREASED
Shares1,458 from 1,146
Change+312 (+27%)
Value$1.1M (+$411.8K)
Filed 2026-11-03
Investment Partners, Ltd.
INCREASED
Shares1,450 from 591
Change+859 (+145%)
Value$1.1M (+$718.4K)
Filed 2026-10-29
Tctc Holdings, LLC
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$1.0M (+$233.8K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,441 from 2,134
Change-693 (-32%)
Value$1.0M (-$157.1K)
Filed 2026-11-04
TruNorth Capital Management, LLC
INCREASED
Shares1,440 from 1,111
Change+329 (+30%)
Value$1.0M (+$418.4K)
Filed 2026-10-14
Sweeney & Michel, LLC
DECREASED
Shares1,435 from 1,603
Change-168 (-10%)
Value$1.0M (+$91.9K)
Filed 2026-10-16
Signature Resources Capital Management, LLC
INCREASED
Shares1,431 from 672
Change+759 (+113%)
Value$1.0M (+$659.2K)
Filed 2026-10-16
Wealth Intelligence, LLC
INCREASED
Shares1,431 from 1,355
Change+76 (+6%)
Value$1.0M (+$273.9K)
Filed 2026-10-16
Peoples Bank
DECREASED
Shares1,431 from 1,461
Change-30 (-2%)
Value$1.0M (+$214.8K)
Filed 2026-10-09
Voisard Asset Management Group, Inc.
INCREASED
Shares1,430 from 1,401
Change+29 (+2%)
Value$1.0M (+$248.0K)
Filed 2026-10-13
Members Wealth LLC
INCREASED
Shares1,427 from 1,307
Change+120 (+9%)
Value$1.0M (+$293.1K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
DECREASED
Shares1,427 from 1,492
Change-65 (-4%)
Value$1.0M (+$194.4K)
Filed 2026-10-28
Sprinkle Financial Consultants LLC
DECREASED
Shares1,425 from 1,464
Change-39 (-3%)
Value$1.0M (+$208.6K)
Filed 2026-10-09
Momentous Wealth Management, Inc.
DECREASED
Shares1,424 from 1,609
Change-185 (-11%)
Value$1.0M (+$126.3K)
Filed 2026-10-21
Wolff Financial Management LLC
UNCHANGED
Shares1,421 from 1,421
Change0 (0%)
Value$1.0M (+$230.1K)
Filed 2026-10-23
Petros Family Wealth, LLC
DECREASED
Shares1,419 from 1,803
Change-384 (-21%)
Value$1.0M (+$13.4K)
Filed 2026-10-28
Brown Wealth Management, LLC
INCREASED
Shares1,417 from 1,189
Change+228 (+19%)
Value$1.0M (+$357.9K)
Filed 2026-10-20
Texas Bank & Trust Co
INCREASED
Shares1,415 from 1,370
Change+45 (+3%)
Value$1.0M (+$254.4K)
Filed 2026-11-04
Garner Asset Management Corp
INCREASED
Shares1,411 from 1,392
Change+19 (+1%)
Value$889.7K (+$105.6K)
Filed 2026-10-30
Sather Financial Group Inc
INCREASED
Shares1,409 from 1,393
Change+16 (+1%)
Value$1.0M (+$237.0K)
Filed 2026-10-30
Heartwood Wealth Advisors LLC
INCREASED
Shares1,405 from 1,223
Change+182 (+15%)
Value$1.0M (+$330.0K)
Filed 2026-10-05
Winthrop Capital Management, LLC
INCREASED
Shares1,404 from 1,398
Change+6 (+0%)
Value$1.0M (+$230.2K)
Filed 2026-11-05
Wiser Wealth Management, Inc
INCREASED
Shares1,403 from 1,306
Change+97 (+7%)
Value$1.0M (+$281.8K)
Filed 2026-10-14
Neumann Capital Management, LLC
NEW
Shares1,399
Change+1,399
Value$1.0M
Filed 2026-10-15
Connecticut Capital Management Group, LLC
INCREASED
Shares1,396 from 1,209
Change+187 (+15%)
Value$1.0M (+$331.3K)
Filed 2026-10-29
Defined Wealth Management, LLC
INCREASED
Shares1,396 from 1,326
Change+70 (+5%)
Value$1.0M (+$265.4K)
Filed 2026-10-19
Legacies Wealth LLC
UNCHANGED
Shares1,394 from 1,394
Change0 (0%)
Value$1.0M (+$225.7K)
Filed 2026-11-02
Willner & Heller, LLC
DECREASED
Shares1,392 from 1,412
Change-20 (-1%)
Value$1.0M (+$213.8K)
Filed 2026-10-28
Arlington Trust Co LLC
DECREASED
Shares1,390 from 1,587
Change-197 (-12%)
Value$1.0M (+$114.1K)
Filed 2026-10-20
Firethorn Wealth Partners, LLC
DECREASED
Shares1,387 from 1,598
Change-211 (-13%)
Value$1.0M (+$105.6K)
Filed 2026-10-14
Key FInancial Inc
INCREASED
Shares1,385 from 1,303
Change+82 (+6%)
Value$1.0M (+$270.4K)
Filed 2026-11-02
Horst & Graben Wealth Management LLC
INCREASED
Shares1,385 from 1,335
Change+50 (+4%)
Value$1.0M (+$185.9K)
Filed 2026-11-02
Peachtree Investment Partners, LLC
DECREASED
Shares1,382 from 1,384
Change-2 (0%)
Value$1.0M (+$222.1K)
Filed 2026-11-05
jvl associates llc
INCREASED
Shares1,372 from 1,194
Change+178 (+15%)
Value$995.0K (+$322.4K)
Filed 2026-10-09
Cottage Street Advisors LLC
DECREASED
Shares1,369 from 1,380
Change-11 (-1%)
Value$993.0K (+$215.6K)
Filed 2026-10-19
S&A Financial Services, Inc.
DECREASED
Shares1,369 from 1,370
Change-1 (0%)
Value$993.0K (+$221.1K)
Filed 2026-11-03
GenWealth Group, Inc.
DECREASED
Shares1,369 from 1,370
Change-1 (0%)
Value$993.5K (+$221.8K)
Filed 2026-10-16
Odyssey Capital Advisors, Inc.
DECREASED
Shares1,366 from 1,729
Change-363 (-21%)
Value$990.3K (+$16.5K)
Filed 2026-10-26
Entrewealth, LLC
INCREASED
Shares1,366 from 1,242
Change+124 (+10%)
Value$990.4K (+$257.9K)
Filed 2026-10-14
Thompson Davis & Co., Inc.
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$990.6K (+$221.1K)
Filed 2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares1,362 from 1,235
Change+127 (+10%)
Value$987.7K (+$292.0K)
Filed 2026-11-02
Sentinel Pension Advisors, LLC
INCREASED
Shares1,359 from 985
Change+374 (+38%)
Value$985.8K (+$349.4K)
Filed 2026-11-02
Atala Financial Inc
DECREASED
Shares1,358 from 3,404
Change-2,046 (-60%)
Value$637.7K (-$1.3M)
Filed 2026-10-22
Lakewood Asset Management LLC
UNCHANGED
Shares1,356 from 1,356
Change0 (0%)
Value$983.3K (+$219.5K)
Filed 2026-10-26
Gen-Wealth Partners Inc
INCREASED
Shares1,355 from 1,325
Change+30 (+2%)
Value$982.5K (+$236.3K)
Filed 2026-11-04
Values Added Financial LLC
DECREASED
Shares1,353 from 1,823
Change-470 (-26%)
Value$981.2K (-$45.7K)
Filed 2026-10-28
West Paces Advisors Inc.
INCREASED
Shares1,346 from 1,314
Change+32 (+2%)
Value$976.1K (+$235.9K)
Filed 2026-10-13
Family Investment Center, Inc.
INCREASED
Shares1,340 from 561
Change+779 (+139%)
Value$971.7K (+$655.7K)
Filed 2026-10-19
Richard P Slaughter Associates Inc
DECREASED
Shares1,340 from 1,770
Change-430 (-24%)
Value$972.0K (-$25.0K)
Filed 2026-10-13
Pachira Investments Inc.
INCREASED
Shares1,335 from 1,258
Change+77 (+6%)
Value$968.4K (+$260.0K)
Filed 2026-10-14
Focused Alpha, LLC
DECREASED
Shares1,331 from 3,223
Change-1,892 (-59%)
Value$965.4K (-$850.0K)
Filed 2026-10-20
Future Financial Wealth Managment LLC
DECREASED
Shares1,324 from 1,430
Change-106 (-7%)
Value$960.1K (+$93.4K)
Filed 2026-10-15
Pekin Hardy Strauss, Inc.
DECREASED
Shares1,324 from 1,379
Change-55 (-4%)
Value$960.1K (+$183.4K)
Filed 2026-11-02
Jackson Square Capital, LLC
INCREASED
Shares1,321 from 477
Change+844 (+177%)
Value$958.0K (+$689.3K)
Filed 2026-10-19
First City Capital Management, Inc.
DECREASED
Shares1,315 from 1,387
Change-72 (-5%)
Value$953.6K (+$172.3K)
Filed 2026-10-27
Prospect Financial Group LLC
DECREASED
Shares1,314 from 1,592
Change-278 (-17%)
Value$952.9K (+$56.1K)
Filed 2026-11-05
Strengthening Families & Communities, LLC
DECREASED
Shares1,310 from 1,416
Change-106 (-7%)
Value$950.1K (+$152.3K)
Filed 2026-10-21
River Street Advisors LLC
NEW
Shares1,309
Change+1,309
Value$949.3K
Filed 2026-10-22
WMG Financial Advisors, LLC
UNCHANGED
Shares1,309 from 1,309
Change0 (0%)
Value$737.4K ($0)
Filed 2026-10-28
Kaufman Rossin Wealth, LLC
INCREASED
Shares1,308 from 502
Change+806 (+161%)
Value$948.3K (+$631.5K)
Filed 2026-10-19
Riverwater Partners LLC
INCREASED
Shares1,307 from 1,265
Change+42 (+3%)
Value$947.8K (+$235.2K)
Filed 2026-11-03
Uptown Financial Advisors LLC
INCREASED
Shares1,307 from 1,273
Change+34 (+3%)
Value$947.8K (+$230.7K)
Filed 2026-10-15
Shakespeare Wealth Management, LLC
INCREASED
Shares1,306 from 1,222
Change+84 (+7%)
Value$946.8K (+$258.7K)
Filed 2026-10-28
Cooper S Advisors, LLC
DECREASED
Shares1,305 from 1,347
Change-42 (-3%)
Value$946.6K (+$187.7K)
Filed 2026-11-03
Ahara Advisors LLC
INCREASED
Shares1,301 from 1,084
Change+217 (+20%)
Value$943.6K (+$332.9K)
Filed 2026-10-29
CWC Advisors, Llc.
DECREASED
Shares1,297 from 1,305
Change-8 (-1%)
Value$940.6K (+$205.5K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares1,293
Change+1,293
Value$937.7K
Filed 2026-10-19
Family Capital Management, Inc.
INCREASED
Shares1,291 from 1,143
Change+148 (+13%)
Value$936.5K (+$292.6K)
Filed 2026-11-03
Vaquero Private Wealth, LTD
DECREASED
Shares1,287 from 1,489
Change-202 (-14%)
Value$933.2K (+$94.6K)
Filed 2026-10-27
First United Bank & Trust
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$933.3K (+$208.4K)
Filed 2026-10-22
Kimelman & Baird, LLC
INCREASED
Shares1,286 from 1,109
Change+177 (+16%)
Value$932.6K (+$307.9K)
Filed 2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares1,284 from 1,378
Change-94 (-7%)
Value$930.9K (+$164.2K)
Filed 2026-10-13
Groesbeck Investment Management Corp
DECREASED
Shares1,280 from 1,340
Change-60 (-4%)
Value$928.0K (+$927.2K)
Filed 2026-10-26
Avion Wealth
INCREASED
Shares1,277 from 1,201
Change+76 (+6%)
Value$926.0K (+$250.0K)
Filed 2026-11-04
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares1,276 from 1,255
Change+21 (+2%)
Value$925.3K (+$218.4K)
Filed 2026-10-15
Variant Private Wealth, LLC
DECREASED
Shares1,275 from 1,311
Change-36 (-3%)
Value$924.6K (+$186.1K)
Filed 2026-10-21
Intergy Private Wealth, LLC
DECREASED
Shares1,269 from 1,423
Change-154 (-11%)
Value$920.0K (+$118.6K)
Filed 2026-10-16
Precedent Wealth Partners, LLC
INCREASED
Shares1,269 from 1,164
Change+105 (+9%)
Value$920.1K (+$264.2K)
Filed 2026-10-21
TrustBank
DECREASED
Shares1,267 from 1,365
Change-98 (-7%)
Value$918.8K (+$149.9K)
Filed 2026-10-20
Carrera Capital Advisors
DECREASED
Shares1,267 from 1,341
Change-74 (-6%)
Value$919.1K (+$163.8K)
Filed 2026-11-03
Avail Investment Partners, LLC
DECREASED
Shares1,264 from 1,373
Change-109 (-8%)
Value$916.5K (+$143.2K)
Filed 2026-10-16
Quartz Partners, LLC
DECREASED
Shares1,260 from 1,362
Change-102 (-7%)
Value$913.7K (+$146.5K)
Filed 2026-11-03
Cap Partners, LLC
INCREASED
Shares1,260 from 1,258
Change+2 (+0%)
Value$914.0K (+$205.2K)
Filed 2026-10-19
KFG Wealth Management, LLC
DECREASED
Shares1,252 from 1,366
Change-114 (-8%)
Value$907.8K (+$138.5K)
Filed 2026-10-16
Omnitrust Wealth Management, Inc
NEW
Shares1,248
Change+1,248
Value$905.0K
Filed 2026-11-02
Gallacher Capital Management LLC
DECREASED
Shares1,248 from 1,703
Change-455 (-27%)
Value$905.1K (-$53.9K)
Filed 2026-10-30
BlueChip Wealth Advisors LLC
INCREASED
Shares1,248 from 809
Change+439 (+54%)
Value$905.4K (+$450.0K)
Filed 2026-11-03
Exchange Bank
DECREASED
Shares1,248 from 1,267
Change-19 (-1%)
Value$905.0K (+$191.3K)
Filed 2026-10-07
BayBridge Capital Group, LLC
INCREASED
Shares1,247 from 837
Change+410 (+49%)
Value$904.4K (+$433.0K)
Filed 2026-10-13
Monte Financial Group, LLC
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$902.8K (+$209.7K)
Filed 2026-11-02
Tenzing Financial LLC
INCREASED
Shares1,240 from 1,210
Change+30 (+2%)
Value$874.8K (+$148.4K)
Filed 2026-11-03
Value Investment Professionals, LLC
INCREASED
Shares1,240 from 1,239
Change+1 (+0%)
Value$899.1K (+$201.0K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
INCREASED
Shares1,236 from 1,119
Change+117 (+10%)
Value$896.3K (+$266.1K)
Filed 2026-10-29
Epiq Partners, LLC
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$895.6K (+$199.9K)
Filed 2026-10-07
Summit Investment Advisors, Inc.\KS
DECREASED
Shares1,233 from 1,242
Change-9 (-1%)
Value$893.9K (+$194.1K)
Filed 2026-11-05
Pine Haven Investment Counsel, Inc
DECREASED
Shares1,227 from 1,312
Change-85 (-6%)
Value$889.8K (+$150.8K)
Filed 2026-11-02
Park Capital Management, LLC / WI
INCREASED
Shares1,226 from 1,076
Change+150 (+14%)
Value$889.1K (+$283.0K)
Filed 2026-10-13
Nikulski Financial, Inc.
DECREASED
Shares1,224 from 1,258
Change-34 (-3%)
Value$887.6K (+$179.0K)
Filed 2026-11-06
Live Oak Private Wealth LLC
INCREASED
Shares1,219 from 1,147
Change+72 (+6%)
Value$884.0K (+$237.9K)
Filed 2026-11-02
Searle & Co.
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$881.8K (+$196.9K)
Filed 2026-11-04
Financial Planning Hawaii, Inc.
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$881.8K (+$196.9K)
Filed 2026-10-13
Topel & Distasi Wealth Management, LLC
INCREASED
Shares1,215 from 1,107
Change+108 (+10%)
Value$881.1K (+$257.5K)
Filed 2026-11-05
Bank & Trust Co
INCREASED
Shares1,214 from 1,164
Change+50 (+4%)
Value$880.4K (+$224.7K)
Filed 2026-10-07
Braun-Bostich & Associates Inc.
DECREASED
Shares1,212 from 1,299
Change-87 (-7%)
Value$878.9K (+$147.2K)
Filed 2026-10-20
Capitol Family Office, Inc.
INCREASED
Shares1,210 from 950
Change+260 (+27%)
Value$877.3K (+$342.1K)
Filed 2026-10-13
Stronghold Wealth Management L.L.C.
DECREASED
Shares1,208 from 1,245
Change-37 (-3%)
Value$876.0K (+$174.7K)
Filed 2026-10-16
Bill Few Associates, Inc.
INCREASED
Shares1,206 from 1,191
Change+15 (+1%)
Value$874.3K (+$203.2K)
Filed 2026-10-09
Tounjian Advisory Partners, LLC
DECREASED
Shares1,205 from 1,493
Change-288 (-19%)
Value$873.6K (+$32.5K)
Filed 2026-11-04
Canton Hathaway, LLC
INCREASED
Shares1,205 from 1,198
Change+7 (+1%)
Value$874.0K (+$199.1K)
Filed 2026-10-23
C2c Wealth Management, LLC
INCREASED
Shares1,202 from 1,165
Change+37 (+3%)
Value$871.7K (+$215.4K)
Filed 2026-10-20
Waterfront Wealth Inc.
DECREASED
Shares1,201 from 1,243
Change-42 (-3%)
Value$826.8K (-$5.1K)
Filed 2026-11-03
Baker Boyer National Bank
INCREASED
Shares1,200 from 1,199
Change+1 (+0%)
Value$870.2K (+$194.8K)
Filed 2026-11-05
Innova Wealth Partners
DECREASED
Shares1,197 from 1,200
Change-3 (0%)
Value$867.8K (+$191.6K)
Filed 2026-10-21
JSF Financial, LLC
DECREASED
Shares1,196 from 1,262
Change-66 (-5%)
Value$867.1K (+$156.0K)
Filed 2026-10-22
Buckhead Capital Management LLC
INCREASED
Shares1,191 from 751
Change+440 (+59%)
Value$863.7K (+$440.7K)
Filed 2026-11-03
RVW Wealth, LLC
INCREASED
Shares1,191 from 1,157
Change+34 (+3%)
Value$863.7K (+$211.8K)
Filed 2026-10-06
Fulcrum Equity Management
DECREASED
Shares1,190 from 1,394
Change-204 (-15%)
Value$863.1K (+$77.8K)
Filed 2026-10-21
Williams & Novak Wealth Management, LLC
INCREASED
Shares1,189 from 1,024
Change+165 (+16%)
Value$862.3K (+$285.4K)
Filed 2026-10-09
Lord & Richards Wealth Management, LLC
INCREASED
Shares1,188 from 739
Change+449 (+61%)
Value$861.5K (+$445.4K)
Filed 2026-10-14
Austin Asset Management Co Inc
INCREASED
Shares1,188 from 1,172
Change+16 (+1%)
Value$861.5K (+$201.3K)
Filed 2026-10-29
WBI Investments, LLC
DECREASED
Shares1,186 from 2,435
Change-1,249 (-51%)
Value$860.2K (-$511.7K)
Filed 2026-11-05
Eagle Wealth Strategies LLC
DECREASED
Shares1,185 from 1,254
Change-69 (-5%)
Value$859.5K (+$153.2K)
Filed 2026-10-20
MinichMacGregor Wealth Management, LLC
DECREASED
Shares1,184 from 1,228
Change-44 (-4%)
Value$859.1K (+$167.1K)
Filed 2026-10-14
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares1,182 from 1,369
Change-187 (-14%)
Value$857.2K (+$86.0K)
Filed 2026-10-29
Kings Path Partners LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$855.7K (+$191.0K)
Filed 2026-10-21
Covestor Ltd
DECREASED
Shares1,179 from 1,444
Change-265 (-18%)
Value$856.0K (+$42.0K)
Filed 2026-10-30
Alhambra Investment Management LLC
DECREASED
Shares1,178 from 1,187
Change-9 (-1%)
Value$854.3K (+$185.6K)
Filed 2026-10-15
Altus Wealth Group LLC
DECREASED
Shares1,174 from 1,209
Change-35 (-3%)
Value$851.4K (+$170.3K)
Filed 2026-10-20
Clark Wealth Partners
DECREASED
Shares1,168 from 1,192
Change-24 (-2%)
Value$847.3K (+$175.7K)
Filed 2026-10-19
Lountzis Asset Management, LLC
INCREASED
Shares1,162 from 745
Change+417 (+56%)
Value$842.7K (+$423.0K)
Filed 2026-10-30
Steinberganna Wealth Management
INCREASED
Shares1,162 from 1,161
Change+1 (+0%)
Value$842.6K (+$188.4K)
Filed 2026-10-23
Inspirion Wealth Advisors, LLC
DECREASED
Shares1,160 from 1,233
Change-73 (-6%)
Value$841.4K (+$85.5K)
Filed 2026-10-09
Enzi Wealth
INCREASED
Shares1,160 from 1,096
Change+64 (+6%)
Value$884.5K (+$160.0K)
Filed 2026-10-14
Granville Capital, Inc.
INCREASED
Shares1,159 from 1,020
Change+139 (+14%)
Value$840.2K (+$265.3K)
Filed 2026-11-05
tru Independence LLC
INCREASED
Shares1,157 from 1,106
Change+51 (+5%)
Value$839.1K (+$216.3K)
Filed 2026-10-20
Mission Financial Group, LLC
INCREASED
Shares1,156 from 1,131
Change+25 (+2%)
Value$838.3K (+$201.4K)
Filed 2026-10-21
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares1,153 from 784
Change+369 (+47%)
Value$835.9K (+$394.5K)
Filed 2026-11-05
KW Wealth Management LLC
NEW
Shares1,152
Change+1,152
Value$835.4K
Filed 2026-10-28
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$835.1K (+$186.4K)
Filed 2026-11-03
Van Cleef Asset Management,Inc
DECREASED
Shares1,150 from 1,290
Change-140 (-11%)
Value$834.0K (+$107.3K)
Filed 2026-10-20
Centerpoint Advisory Group
DECREASED
Shares1,148 from 1,249
Change-101 (-8%)
Value$832.5K (+$129.0K)
Filed 2026-10-23
DB&C Advisors, LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$831.4K (+$185.8K)
Filed 2026-10-26
OAK Family Advisors, LLC
DECREASED
Shares1,145 from 1,155
Change-10 (-1%)
Value$830.3K (+$179.7K)
Filed 2026-10-19
Financial Consulate, Inc
INCREASED
Shares1,144 from 1,091
Change+53 (+5%)
Value$829.7K (+$215.1K)
Filed 2026-10-23
Salomon & Ludwin, LLC
DECREASED
Shares1,143 from 1,197
Change-54 (-5%)
Value$828.9K (+$95.2K)
Filed 2026-10-29
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$828.9K (+$185.1K)
Filed 2026-11-02
Presilium Private Wealth, LLC
INCREASED
Shares1,142 from 949
Change+193 (+20%)
Value$828.5K (+$293.7K)
Filed 2026-10-26
Eukles Asset Management
INCREASED
Shares1,141 from 20
Change+1,121 (+5605%)
Value$827.4K (+$816.2K)
Filed 2026-11-04
Merrion Investment Management Co, LLC
INCREASED
Shares1,140 from 1,100
Change+40 (+4%)
Value$826.7K (+$207.1K)
Filed 2026-10-16
Wealthstar Advisors, LLC
INCREASED
Shares1,140 from 1,138
Change+2 (+0%)
Value$826.6K (+$185.4K)
Filed 2026-10-19
Bullseye Investment Management, LLC
INCREASED
Shares1,139 from 595
Change+544 (+91%)
Value$826.0K (+$490.8K)
Filed 2026-10-29
Insight Wealth Strategies, LLC
INCREASED
Shares1,139 from 1,065
Change+74 (+7%)
Value$826.2K (+$173.6K)
Filed 2026-10-09
Lawood & Co
DECREASED
Shares1,139 from 1,180
Change-41 (-3%)
Value$826.0K (+$161.3K)
Filed 2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares1,138 from 1,533
Change-395 (-26%)
Value$825.3K (-$38.3K)
Filed 2026-10-21
Grey Fox Wealth Advisors, LLC
DECREASED
Shares1,134 from 1,331
Change-197 (-15%)
Value$822.5K (+$72.5K)
Filed 2026-11-03
Successful Portfolios LLC
INCREASED
Shares1,134 from 1,128
Change+6 (+1%)
Value$839.5K (+$106.0K)
Filed 2026-10-09
Cpwa, LLC
INCREASED
Shares1,132 from 1,097
Change+35 (+3%)
Value$841.2K (+$223.1K)
Filed 2026-11-04
Veery Capital, LLC
DECREASED
Shares1,132 from 1,139
Change-7 (-1%)
Value$821.2K (+$179.5K)
Filed 2026-10-07
Cadinha & Co LLC
DECREASED
Shares1,131 from 5,236
Change-4,105 (-78%)
Value$820.2K (-$2.1M)
Filed 2026-10-22
Livet Wealth, LLC
INCREASED
Shares1,129 from 982
Change+147 (+15%)
Value$818.7K (+$265.6K)
Filed 2026-10-27
Oregon Pacific Wealth Management, LLC
DECREASED
Shares1,128 from 1,427
Change-299 (-21%)
Value$818.0K (+$14.2K)
Filed 2026-10-20
Security Financial Services, Inc.
INCREASED
Shares1,127 from 1,012
Change+115 (+11%)
Value$817.6K (+$247.3K)
Filed 2026-10-29
Nova R Wealth, Inc.
DECREASED
Shares1,123 from 1,127
Change-4 (0%)
Value$814.0K (+$179.0K)
Filed 2026-10-26
Global Strategic Investment Solutions, LLC
INCREASED
Shares1,122 from 1,089
Change+33 (+3%)
Value$813.8K (+$200.3K)
Filed 2026-10-16
Fonville Wealth Management LLC
INCREASED
Shares1,120 from 1,087
Change+33 (+3%)
Value$812.3K (+$200.0K)
Filed 2026-10-28
Compass Financial Group, Inc
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$812.2K (+$181.3K)
Filed 2026-10-13
American State Bank (Iowa)
INCREASED
Shares1,117 from 1,028
Change+89 (+9%)
Value$810.0K (+$231.0K)
Filed 2026-11-03
Grantvest Financial Group LLC
UNCHANGED
Shares1,117 from 1,117
Change0 (0%)
Value$810.2K (+$181.3K)
Filed 2026-10-21
First Financial Bank - Trust Division
DECREASED
Shares1,116 from 1,316
Change-200 (-15%)
Value$809.3K (+$68.0K)
Filed 2026-10-01
RS Crum Inc.
DECREASED
Shares1,115 from 1,167
Change-52 (-4%)
Value$808.5K (+$151.3K)
Filed 2026-10-19
Verus Financial Partners, Inc.
INCREASED
Shares1,115 from 1,075
Change+40 (+4%)
Value$808.5K (+$203.1K)
Filed 2026-10-29
MFA Wealth Services
INCREASED
Shares1,113 from 1,059
Change+54 (+5%)
Value$807.2K (+$210.8K)
Filed 2026-10-14
BostonPremier Wealth LLC
DECREASED
Shares1,113 from 1,136
Change-23 (-2%)
Value$807.4K (+$167.5K)
Filed 2026-10-16
Madrona Financial Services, LLC
INCREASED
Shares1,110 from 999
Change+111 (+11%)
Value$804.7K (+$242.2K)
Filed 2026-10-23
Manske Wealth Management
INCREASED
Shares1,110 from 1,067
Change+43 (+4%)
Value$805.0K (+$203.9K)
Filed 2026-10-26
WealthPoint Financial, LLC
INCREASED
Shares1,109 from 1,083
Change+26 (+2%)
Value$804.4K (+$194.2K)
Filed 2026-11-03
Trueblood Wealth Management, LLC
INCREASED
Shares1,107 from 1,099
Change+8 (+1%)
Value$802.5K (+$183.4K)
Filed 2026-10-23
Align Financial, LLC
INCREASED
Shares1,107 from 1,100
Change+7 (+1%)
Value$803.0K (+$183.2K)
Filed 2026-10-16
TCV Trust & Wealth Management, Inc.
INCREASED
Shares1,106 from 1,033
Change+73 (+7%)
Value$802.0K (+$220.2K)
Filed 2026-10-16
Ares Financial Consulting, LLC
INCREASED
Shares1,102 from 1,070
Change+32 (+3%)
Value$799.5K (+$196.6K)
Filed 2026-10-19
Mach-1 Financial Group, LLC
DECREASED
Shares1,100 from 2,340
Change-1,240 (-53%)
Value$797.7K (-$520.4K)
Filed 2026-11-06
Essential Partners LLC
INCREASED
Shares1,100 from 772
Change+328 (+42%)
Value$797.7K (+$362.8K)
Filed 2026-10-14
LongView Wealth Management
DECREASED
Shares1,100 from 1,312
Change-212 (-16%)
Value$797.9K (+$58.7K)
Filed 2026-10-19
Emergent Wealth Advisors, LLC
DECREASED
Shares1,098 from 1,134
Change-36 (-3%)
Value$796.3K (+$158.7K)
Filed 2026-10-09
626 Financial, LLC
DECREASED
Shares1,098 from 1,122
Change-24 (-2%)
Value$796.0K (+$163.7K)
Filed 2026-11-04
Mainsail Asset Management, LLC
DECREASED
Shares1,096 from 1,118
Change-22 (-2%)
Value$809.6K (+$87.1K)
Filed 2026-10-14
TCP Asset Management, LLC
INCREASED
Shares1,093 from 754
Change+339 (+45%)
Value$796.0K (+$371.2K)
Filed 2026-10-14
Curran Financial Partners, LLC
DECREASED
Shares1,087 from 1,173
Change-86 (-7%)
Value$787.9K (+$126.9K)
Filed 2026-11-04
Spartan Planning & Wealth Management
NEW
Shares1,086
Change+1,086
Value$787.5K
Filed 2026-10-13
StrongBox Wealth, LLC
DECREASED
Shares1,086 from 2,696
Change-1,610 (-60%)
Value$787.5K (-$731.1K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
INCREASED
Shares1,086 from 953
Change+133 (+14%)
Value$787.8K (+$250.8K)
Filed 2026-10-15
Ledyard National Bank
DECREASED
Shares1,082 from 1,219
Change-137 (-11%)
Value$784.6K (+$98.0K)
Filed 2026-10-21
Duncker Streett & Co Inc
DECREASED
Shares1,081 from 1,792
Change-711 (-40%)
Value$783.9K (-$225.5K)
Filed 2026-10-27
Sterling Financial Planning, Inc.
INCREASED
Shares1,076 from 1,031
Change+45 (+4%)
Value$780.2K (+$199.7K)
Filed 2026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$780.5K (+$174.2K)
Filed 2026-11-03
Tiller Private Wealth, Inc.
INCREASED
Shares1,073 from 1,046
Change+27 (+3%)
Value$778.2K (+$188.9K)
Filed 2026-10-26
Sierra Ocean, LLC
DECREASED
Shares1,073 from 1,077
Change-4 (0%)
Value$778.2K (+$171.5K)
Filed 2026-11-03
Investmark Advisory Group LLC
INCREASED
Shares1,072 from 958
Change+114 (+12%)
Value$777.8K (+$237.9K)
Filed 2026-10-27
Old North State Wealth Management, LLC
DECREASED
Shares1,072 from 1,094
Change-22 (-2%)
Value$781.4K (+$162.4K)
Filed 2026-10-22
James Hambro & Partners LLP
INCREASED
Shares1,071 from 935
Change+136 (+15%)
Value$777.0K (+$250.6K)
Filed 2026-10-19
Certified Advisory Corp
DECREASED
Shares1,070 from 1,227
Change-157 (-13%)
Value$776.0K (+$85.1K)
Filed 2026-10-29
Idaho Trust Co
INCREASED
Shares1,068 from 1,031
Change+37 (+4%)
Value$774.5K (+$193.7K)
Filed 2026-11-04
Gruss & Co., LLC
INCREASED
Shares1,060 from 1,000
Change+60 (+6%)
Value$768.7K (+$205.4K)
Filed 2026-11-02
Reynders McVeigh Capital Management, LLC
DECREASED
Shares1,059 from 1,080
Change-21 (-2%)
Value$767.9K (+$159.9K)
Filed 2026-10-30
Juncture Wealth Strategies, LLC
DECREASED
Shares1,056 from 1,260
Change-204 (-16%)
Value$765.4K (+$55.7K)
Filed 2026-10-06
Orin Green Financial, LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$765.1K (+$170.8K)
Filed 2026-10-19
Crescent Grove Advisors, LLC
DECREASED
Shares1,053 from 1,130
Change-77 (-7%)
Value$763.6K (+$127.1K)
Filed 2026-10-21
Broadway Wealth Solutions, Inc.
INCREASED
Shares1,051 from 989
Change+62 (+6%)
Value$762.5K (+$205.2K)
Filed 2026-10-21
Del-Sette Capital Management, LLC
DECREASED
Shares1,051 from 1,084
Change-33 (-3%)
Value$762.4K (+$151.6K)
Filed 2026-10-23
Dagco, Inc.
DECREASED
Shares1,050 from 1,093
Change-43 (-4%)
Value$761.6K (+$145.8K)
Filed 2026-10-20
Financial Planning Navigators Corp
INCREASED
Shares1,046 from 931
Change+115 (+12%)
Value$758.6K (+$234.1K)
Filed 2026-10-14
Triasima Portfolio Management inc.
INCREASED
Shares1,044 from 801
Change+243 (+30%)
Value$757.1K (+$305.9K)
Filed 2026-10-15
Investment Management Corp
INCREASED
Shares1,040 from 921
Change+119 (+13%)
Value$754.2K (+$235.7K)
Filed 2026-11-03
Yanni & Associates Investment Advisors, LLC
INCREASED
Shares1,040 from 1,019
Change+21 (+2%)
Value$754.2K (+$180.2K)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
INCREASED
Shares1,039 from 576
Change+463 (+80%)
Value$753.5K (+$429.0K)
Filed 2026-10-30
AWM Capital, LLC
INCREASED
Shares1,036 from 774
Change+262 (+34%)
Value$751.8K (+$316.1K)
Filed 2026-10-16
TopTier Wealth Management, LLC
DECREASED
Shares1,032 from 1,044
Change-12 (-1%)
Value$748.4K (+$160.4K)
Filed 2026-10-16
Private Wealth Management Group, LLC
DECREASED
Shares1,027 from 1,041
Change-14 (-1%)
Value$745.0K (+$158.5K)
Filed 2026-10-19
Ipswich Investment Management Co., Inc.
DECREASED
Shares1,024 from 1,057
Change-33 (-3%)
Value$742.2K (+$147.1K)
Filed 2026-10-13
KDK Private Wealth Management, LLC
INCREASED
Shares1,024 from 1,004
Change+20 (+2%)
Value$742.6K (+$177.0K)
Filed 2026-11-03
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares1,023 from 855
Change+168 (+20%)
Value$741.6K (+$260.2K)
Filed 2026-10-21
Avid Wealth Partners LLC
INCREASED
Shares1,023 from 951
Change+72 (+8%)
Value$741.9K (+$206.2K)
Filed 2026-11-03
Finward Bancorp
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$740.4K (+$165.3K)
Filed 2026-10-14
Peterson Wealth Advisors, LLC
INCREASED
Shares1,020 from 990
Change+30 (+3%)
Value$739.4K (+$181.5K)
Filed 2026-10-08
PFG Private Wealth Management, LLC
INCREASED
Shares1,018 from 864
Change+154 (+18%)
Value$738.4K (+$251.6K)
Filed 2026-10-15
Financial Harvest, LLC
INCREASED
Shares1,015 from 864
Change+151 (+17%)
Value$736.2K (+$249.4K)
Filed 2026-10-15
Cathy Pareto & Associates, Inc
INCREASED
Shares1,012 from 991
Change+21 (+2%)
Value$734.2K (+$175.8K)
Filed 2026-10-15
Wagner Wealth Management, LLC
DECREASED
Shares1,011 from 1,088
Change-77 (-7%)
Value$733.1K (+$120.4K)
Filed 2026-10-21
Atwater Malick LLC
DECREASED
Shares1,011 from 1,026
Change-15 (-1%)
Value$733.4K (+$155.3K)
Filed 2026-10-15
Cannon Advisors, Inc.
DECREASED
Shares1,008 from 2,249
Change-1,241 (-55%)
Value$768.6K (-$718.1K)
Filed 2026-10-14
Tsfg, LLC
DECREASED
Shares1,008 from 1,967
Change-959 (-49%)
Value$731.0K (-$377.0K)
Filed 2026-10-23
Ballast, Inc.
INCREASED
Shares1,008 from 852
Change+156 (+18%)
Value$731.0K (+$251.1K)
Filed 2026-10-20
Wingate Wealth Advisors, Inc.
DECREASED
Shares1,007 from 1,027
Change-20 (-2%)
Value$730.5K (+$152.0K)
Filed 2026-10-26
BCS Wealth Management
DECREASED
Shares1,001 from 1,101
Change-100 (-9%)
Value$726.0K (+$105.7K)
Filed 2026-11-03
Tortoise Investment Management, LLC
DECREASED
Shares1,000 from 1,095
Change-95 (-9%)
Value$724.9K (+$108.4K)
Filed 2026-11-06
LifeSteps Financial, Inc.
DECREASED
Shares1,000 from 1,027
Change-27 (-3%)
Value$725.2K (+$146.7K)
Filed 2026-10-15
Castellan Group
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$725.2K (+$161.9K)
Filed 2026-10-19
Boit C F David
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$725.2K (+$161.9K)
Filed 2026-10-29
Maltin Wealth Management, Inc.
DECREASED
Shares995 from 1,645
Change-650 (-40%)
Value$721.3K (-$205.2K)
Filed 2026-10-13
McHugh Group, LLC
UNCHANGED
Shares992 from 992
Change0 (0%)
Value$719.8K (+$160.7K)
Filed 2026-10-19
Opulen Financial Group LLC
INCREASED
Shares990 from 929
Change+61 (+7%)
Value$718.0K (+$194.7K)
Filed 2026-10-22
CWS Financial Advisors, LLC
DECREASED
Shares987 from 988
Change-1 (0%)
Value$715.5K (+$159.0K)
Filed 2026-10-16
Guardian Partners Inc.
DECREASED
Shares984 from 1,134
Change-150 (-13%)
Value$713.6K (+$74.8K)
Filed 2026-10-21
Burk Holdings LLC
INCREASED
Shares980 from 939
Change+41 (+4%)
Value$710.7K (+$181.7K)
Filed 2026-11-05
Able Wealth Management LLC
INCREASED
Shares978 from 874
Change+104 (+12%)
Value$725.3K (+$259.1K)
Filed 2026-10-13
Baring Financial LLC
INCREASED
Shares977 from 946
Change+31 (+3%)
Value$708.7K (+$175.8K)
Filed 2026-10-07
Shayne & Jacobs, LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$707.1K (+$157.8K)
Filed 2026-10-21
Inlet Private Wealth, LLC
DECREASED
Shares970 from 1,470
Change-500 (-34%)
Value$703.7K (-$124.5K)
Filed 2026-10-21
CLG LLC
DECREASED
Shares970 from 1,026
Change-56 (-5%)
Value$703.2K (+$125.6K)
Filed 2026-10-13
Guilbault Capital LLC
DECREASED
Shares969 from 2,200
Change-1,231 (-56%)
Value$702.7K (-$536.5K)
Filed 2026-10-28
BankPlus Wealth Management LLC
INCREASED
Shares969 from 943
Change+26 (+3%)
Value$703.0K (+$171.2K)
Filed 2026-10-13
Orgel Wealth Management, LLC
INCREASED
Shares968 from 960
Change+8 (+1%)
Value$702.0K (+$161.2K)
Filed 2026-10-14
Powers Advisory Group, LLC
INCREASED
Shares966 from 793
Change+173 (+22%)
Value$700.6K (+$254.1K)
Filed 2026-10-14
Paulson Wealth Management Inc.
INCREASED
Shares966 from 959
Change+7 (+1%)
Value$700.5K (+$160.3K)
Filed 2026-11-02
Birchwood Financial Partners, Inc.
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$698.6K (+$156.0K)
Filed 2026-11-02
Canandaigua National Trust Co of Florida
NEW
Shares962
Change+962
Value$697.6K
Filed 2026-10-07
Barden Capital Management, Inc.
DECREASED
Shares962 from 1,966
Change-1,004 (-51%)
Value$697.6K (-$409.8K)
Filed 2026-10-09
Strata Wealth Advisors, LLC
INCREASED
Shares962 from 787
Change+175 (+22%)
Value$697.6K (+$254.3K)
Filed 2026-10-16
Atwood & Palmer Inc
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$697.6K (+$155.7K)
Filed 2026-10-08
Lincoln Capital LLC
INCREASED
Shares961 from 957
Change+4 (+0%)
Value$698.9K (+$159.8K)
Filed 2026-10-09
Heritage OAK Wealth Advisors LLC
INCREASED
Shares960 from 724
Change+236 (+33%)
Value$696.4K (+$288.8K)
Filed 2026-10-14
Financial Insights, Inc.
INCREASED
Shares960 from 879
Change+81 (+9%)
Value$696.2K (+$201.0K)
Filed 2026-10-27
15 Wealth Advisors LLC
NEW
Shares959
Change+959
Value$695.8K
Filed 2026-10-14
Woodard & Co Asset Management Group Inc
DECREASED
Shares959 from 3,324
Change-2,365 (-71%)
Value$695.3K (-$1.2M)
Filed 2026-11-03
IronOak Wealth Llc.
NEW
Shares958
Change+958
Value$694.7K
Filed 2026-11-06
LAM Group, Inc.
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$694.7K (+$155.1K)
Filed 2026-10-26
Highland Financial Advisors, LLC
INCREASED
Shares957 from 881
Change+76 (+9%)
Value$694.1K (+$197.8K)
Filed 2026-10-19
Armstrong Advisory Group, Inc
DECREASED
Shares954 from 1,137
Change-183 (-16%)
Value$692.0K (+$51.4K)
Filed 2026-10-09
Sard Wealth Management Group, LLC
INCREASED
Shares953 from 946
Change+7 (+1%)
Value$691.1K (+$158.5K)
Filed 2026-10-16
Clear Point Advisors Inc.
INCREASED
Shares952 from 840
Change+112 (+13%)
Value$690.2K (+$217.2K)
Filed 2026-10-30
Bell Investment Advisors, Inc
INCREASED
Shares952 from 846
Change+106 (+13%)
Value$690.7K (+$214.2K)
Filed 2026-10-29
Three Magnolias Financial Advisors, LLC
DECREASED
Shares950 from 1,050
Change-100 (-10%)
Value$689.0K (+$97.5K)
Filed 2026-10-14
Kanawha Capital Management LLC
DECREASED
Shares950 from 1,024
Change-74 (-7%)
Value$689.0K (+$112.1K)
Filed 2026-10-19
Studio Investment Management LLC
DECREASED
Shares950 from 984
Change-34 (-3%)
Value$688.9K (+$134.6K)
Filed 2026-10-22
W.H. Cornerstone Investments Inc.
DECREASED
Shares949 from 1,100
Change-151 (-14%)
Value$688.5K (+$68.8K)
Filed 2026-11-03
Southland Equity Partners LLC
DECREASED
Shares949 from 1,007
Change-58 (-6%)
Value$688.2K (+$121.0K)
Filed 2026-10-14
Accel Wealth Management
INCREASED
Shares948 from 931
Change+17 (+2%)
Value$687.6K (+$163.2K)
Filed 2026-10-13
Gill Capital Partners, LLC
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$686.7K (+$153.3K)
Filed 2026-10-13
Leslie Global Wealth, LLC
DECREASED
Shares945 from 1,287
Change-342 (-27%)
Value$685.3K (-$39.7K)
Filed 2026-10-26
Councilor Wealth, LLC
DECREASED
Shares945 from 979
Change-34 (-3%)
Value$685.3K (+$133.8K)
Filed 2026-10-09
IMZ Advisory Inc
INCREASED
Shares943 from 932
Change+11 (+1%)
Value$684.0K (+$159.3K)
Filed 2026-11-03
First Citizens Financial Corp
DECREASED
Shares942 from 1,030
Change-88 (-9%)
Value$683.1K (+$102.9K)
Filed 2026-10-02
Windsor Capital Management, LLC
INCREASED
Shares942 from 941
Change+1 (+0%)
Value$682.9K (+$152.4K)
Filed 2026-10-13
CDM Financial Counseling Services, Inc.
INCREASED
Shares938 from 911
Change+27 (+3%)
Value$680.2K (+$167.1K)
Filed 2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares935 from 846
Change+89 (+11%)
Value$677.7K (+$201.0K)
Filed 2026-10-28
Southern Financial Group, LLC
DECREASED
Shares935 from 960
Change-25 (-3%)
Value$678.5K (+$137.4K)
Filed 2026-10-30
Palisade Asset Management, LLC
INCREASED
Shares934 from 795
Change+139 (+17%)
Value$677.3K (+$229.5K)
Filed 2026-11-03
Rolek Wealth Management LLC
INCREASED
Shares930 from 929
Change+1 (+0%)
Value$674.2K (+$150.8K)
Filed 2026-10-21
Verus Wealth Management, LLC
INCREASED
Shares925 from 693
Change+232 (+33%)
Value$670.7K (+$280.3K)
Filed 2026-10-13
Darrow Company, Inc.
INCREASED
Shares924 from 750
Change+174 (+23%)
Value$670.1K (+$247.6K)
Filed 2026-10-22
Stillwater Wealth Management Group
DECREASED
Shares922 from 931
Change-9 (-1%)
Value$668.6K (+$144.2K)
Filed 2026-10-21
Summit Financial Strategies, Inc.
DECREASED
Shares920 from 932
Change-12 (-1%)
Value$666.8K (+$142.1K)
Filed 2026-10-14
LifePlan Financial, LLC
NEW
Shares918
Change+918
Value$661.8K
Filed 2026-10-13
Willow Creek Wealth Management Inc.
DECREASED
Shares917 from 933
Change-16 (-2%)
Value$665.0K (+$139.4K)
Filed 2026-10-26
Live Oak Investment Partners
DECREASED
Shares916 from 931
Change-15 (-2%)
Value$664.3K (+$139.9K)
Filed 2026-10-23
Targeted Financial Services LLC
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$664.3K (+$148.3K)
Filed 2026-10-19
Milestone Asset Management, LLC
DECREASED
Shares915 from 1,773
Change-858 (-48%)
Value$663.5K (-$335.2K)
Filed 2026-10-15
Sloy Dahl & Holst, LLC
DECREASED
Shares913 from 1,528
Change-615 (-40%)
Value$661.7K (-$199.1K)
Filed 2026-10-14
Foronjy Financial LLC
INCREASED
Shares912 from 889
Change+23 (+3%)
Value$661.0K (+$160.2K)
Filed 2026-10-14
Darden Wealth Group Inc
DECREASED
Shares910 from 1,195
Change-285 (-24%)
Value$659.9K (-$13.2K)
Filed 2026-11-06
Blue Square Asset Management, LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$659.9K (+$147.3K)
Filed 2026-11-02
Essential Investment Partners LLC
INCREASED
Shares909 from 246
Change+663 (+270%)
Value$659.2K (+$520.6K)
Filed 2026-10-27
Arlington Capital Management Inc
INCREASED
Shares907 from 906
Change+1 (+0%)
Value$658.0K (+$147.6K)
Filed 2026-10-30
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$657.7K (+$146.9K)
Filed 2026-10-15
Granite Group Advisors, LLC
DECREASED
Shares905 from 1,206
Change-301 (-25%)
Value$656.3K (-$23.0K)
Filed 2026-10-14
Randall & Associates Wealth Management
INCREASED
Shares904 from 892
Change+12 (+1%)
Value$655.6K (+$153.1K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
INCREASED
Shares901 from 883
Change+18 (+2%)
Value$653.1K (+$155.5K)
Filed 2026-10-07
First Hawaiian Bank
DECREASED
Shares900 from 935
Change-35 (-4%)
Value$652.7K (+$126.0K)
Filed 2026-10-14
Alamar Capital Management, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$652.7K (+$145.7K)
Filed 2026-11-02
Willow Creek Capital Management, Inc.
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$506.0K ($0)
Filed 2026-10-16
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares897 from 836
Change+61 (+7%)
Value$650.8K (+$179.7K)
Filed 2026-10-08
MMA Asset Management LLC
DECREASED
Shares896 from 1,729
Change-833 (-48%)
Value$650.0K (-$323.9K)
Filed 2026-11-02
Sage Capital Management, LLC
INCREASED
Shares895 from 894
Change+1 (+0%)
Value$650.1K (+$145.4K)
Filed 2026-10-20
Patten Group, Inc.
INCREASED
Shares894 from 713
Change+181 (+25%)
Value$648.4K (+$246.8K)
Filed 2026-10-26
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares894 from 899
Change-5 (-1%)
Value$648.2K (+$141.7K)
Filed 2026-10-15
Reap Financial Group, LLC
DECREASED
Shares893 from 1,286
Change-393 (-31%)
Value$647.3K (-$76.8K)
Filed 2026-11-02
Mattern Wealth Management LLC
DECREASED
Shares893 from 897
Change-4 (0%)
Value$647.7K (+$142.4K)
Filed 2026-11-04
Horizon Financial Services, LLC
INCREASED
Shares892 from 669
Change+223 (+33%)
Value$646.9K (+$270.0K)
Filed 2026-11-04
Community Bank, N.A.
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$646.8K (+$144.4K)
Filed 2026-11-06
Investment Advisory Services Inc
DECREASED
Shares888 from 1,227
Change-339 (-28%)
Value$644.0K (-$47.2K)
Filed 2026-10-27
Richard Young Associates, Ltd.
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$641.4K (+$143.2K)
Filed 2026-11-03
Tranquility Partners, LLC
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$641.1K (+$143.1K)
Filed 2026-10-20
Wealth Management Nebraska
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$640.3K (+$142.9K)
Filed 2026-10-26
Stewardship Advisors, LLC
DECREASED
Shares880 from 979
Change-99 (-10%)
Value$638.2K (+$86.7K)
Filed 2026-10-20
Creative Capital Management Investments LLC
DECREASED
Shares880 from 913
Change-33 (-4%)
Value$638.2K (+$123.9K)
Filed 2026-10-28
Spinnaker Investment Group, LLC
DECREASED
Shares878 from 1,207
Change-329 (-27%)
Value$636.8K (-$43.2K)
Filed 2026-10-13
Cypress Capital, LLC
INCREASED
Shares877 from 874
Change+3 (+0%)
Value$636.0K (+$143.7K)
Filed 2026-10-20
Kentucky Trust Co
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$636.0K (+$142.0K)
Filed 2026-10-15
GoalFusion Wealth Management, LLC
DECREASED
Shares876 from 929
Change-53 (-6%)
Value$635.3K (+$112.0K)
Filed 2026-10-06
Wisconsin Wealth Advisors, LLC
DECREASED
Shares876 from 888
Change-12 (-1%)
Value$635.4K (+$135.3K)
Filed 2026-10-08
Rinkey Investments
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$634.7K (+$141.7K)
Filed 2026-10-28
AdviceOne Advisory Services, LLC
INCREASED
Shares873 from 850
Change+23 (+3%)
Value$633.3K (+$154.4K)
Filed 2026-10-19
Pavion Blue Capital, LLC
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$633.1K (+$141.3K)
Filed 2026-11-05
Elm3 Financial Group, LLC
DECREASED
Shares872 from 924
Change-52 (-6%)
Value$632.4K (+$111.9K)
Filed 2026-10-07
Old Peak Finance LLC
INCREASED
Shares871 from 749
Change+122 (+16%)
Value$631.6K (+$209.7K)
Filed 2026-11-02
Three Arch Wealth Management LLC
INCREASED
Shares870 from 808
Change+62 (+8%)
Value$630.9K (+$175.8K)
Filed 2026-10-20
WestHill Financial Advisors, Inc.
INCREASED
Shares869 from 707
Change+162 (+23%)
Value$630.2K (+$231.9K)
Filed 2026-10-14
Edgemoor Investment Advisors, Inc.
INCREASED
Shares868 from 846
Change+22 (+3%)
Value$629.1K (+$152.5K)
Filed 2026-11-03
Value Partners Investments Inc.
INCREASED
Shares866 from 851
Change+15 (+2%)
Value$630.0K (+$151.3K)
Filed 2026-10-19
Godsey & Gibb, Inc
DECREASED
Shares865 from 983
Change-118 (-12%)
Value$627.3K (+$73.6K)
Filed 2026-10-14
Global Wealth Strategies & Associates
INCREASED
Shares862 from 670
Change+192 (+29%)
Value$625.2K (+$247.8K)
Filed 2026-10-02
Curat Global, LLC
DECREASED
Shares861 from 911
Change-50 (-5%)
Value$624.4K (+$301.4K)
Filed 2026-10-26
O'Connor Financial Group LLC
INCREASED
Shares854 from 826
Change+28 (+3%)
Value$619.3K (+$154.0K)
Filed 2026-10-26
Eclectic Associates Inc
UNCHANGED
Shares854 from 854
Change0 (0%)
Value$619.5K (+$138.3K)
Filed 2026-10-09
Wespac Advisors, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$616.4K (+$137.6K)
Filed 2026-10-26
waypoint wealth counsel
INCREASED
Shares849 from 654
Change+195 (+30%)
Value$615.7K (+$247.2K)
Filed 2026-10-22
American National Bank of Texas
DECREASED
Shares846 from 866
Change-20 (-2%)
Value$613.5K (+$125.7K)
Filed 2026-10-07
Summit Asset Management, LLC
INCREASED
Shares844 from 797
Change+47 (+6%)
Value$612.1K (+$163.1K)
Filed 2026-11-05
Verity & Verity, LLC
INCREASED
Shares843 from 834
Change+9 (+1%)
Value$611.3K (+$141.5K)
Filed 2026-10-23
Wilkerson Advisory Group LLC
INCREASED
Shares841 from 755
Change+86 (+11%)
Value$609.9K (+$184.6K)
Filed 2026-10-20
Heritage Investment Group, Inc.
DECREASED
Shares840 from 860
Change-20 (-2%)
Value$609.3K (+$124.8K)
Filed 2026-11-03
BCM Advisors, LLC
DECREASED
Shares839 from 983
Change-144 (-15%)
Value$516.0K (-$69.1K)
Filed 2026-11-03
Gagnon Securities LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$608.4K (+$135.8K)
Filed 2026-11-05
Cordoba Advisory Partners LLC
INCREASED
Shares837 from 634
Change+203 (+32%)
Value$607.0K (+$249.9K)
Filed 2026-10-19
Evansbrook LLC
INCREASED
Shares837 from 715
Change+122 (+17%)
Value$607.0K (+$204.3K)
Filed 2026-10-16
Capital Square, LLC
DECREASED
Shares836 from 892
Change-56 (-6%)
Value$606.9K (+$9.7K)
Filed 2026-10-19
Balance Wealth Partners LLC
DECREASED
Shares834 from 920
Change-86 (-9%)
Value$604.5K (+$86.3K)
Filed 2026-10-27
Peak Financial Management, Inc.
INCREASED
Shares833 from 689
Change+144 (+21%)
Value$604.2K (+$216.0K)
Filed 2026-10-16
Pembroke Management, LTD
INCREASED
Shares833 from 798
Change+35 (+4%)
Value$604.1K (+$154.6K)
Filed 2026-10-21
Decker Retirement Planning Inc.
DECREASED
Shares832 from 890
Change-58 (-7%)
Value$603.1K (+$102.0K)
Filed 2026-10-19
MTM Investment Management, LLC
INCREASED
Shares832 from 791
Change+41 (+5%)
Value$603.4K (+$157.8K)
Filed 2026-10-30
Tableaux LLC
INCREASED
Shares828 from 728
Change+100 (+14%)
Value$600.4K (+$190.4K)
Filed 2026-10-23
Elevated Financial Group LLC
INCREASED
Shares826 from 791
Change+35 (+4%)
Value$598.9K (+$153.4K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED
Shares826 from 839
Change-13 (-2%)
Value$599.0K (+$126.4K)
Filed 2026-10-23
Ballew Advisors, Inc
DECREASED
Shares825 from 1,857
Change-1,032 (-56%)
Value$600.3K (-$482.3K)
Filed 2026-10-05
Lotus Asset Management LLC
DECREASED
Shares821 from 824
Change-3 (0%)
Value$595.2K (+$131.2K)
Filed 2026-10-14
Level Financial Advisors
INCREASED
Shares820 from 802
Change+18 (+2%)
Value$594.6K (+$142.9K)
Filed 2026-10-13
First Pacific Financial
INCREASED
Shares818 from 750
Change+68 (+9%)
Value$593.6K (+$171.0K)
Filed 2026-10-14
Marathon Capital Management
INCREASED
Shares818 from 812
Change+6 (+1%)
Value$593.2K (+$135.8K)
Filed 2026-10-23
Colorado Capital Management, Inc.
DECREASED
Shares818 from 824
Change-6 (-1%)
Value$593.0K (+$592.5K)
Filed 2026-10-15
Human Investing LLC
INCREASED
Shares815 from 389
Change+426 (+110%)
Value$591.3K (+$372.0K)
Filed 2026-10-19
John G Ullman & Associates Inc
INCREASED
Shares815 from 765
Change+50 (+7%)
Value$591.0K (+$160.1K)
Filed 2026-11-04
Edge Wealth Management LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$598.6K (+$139.5K)
Filed 2026-10-13
High Point Wealth Management, LLC
DECREASED
Shares814 from 858
Change-44 (-5%)
Value$590.4K (+$107.2K)
Filed 2026-11-05
Pflug Koory, LLC
INCREASED
Shares813 from 810
Change+3 (+0%)
Value$589.6K (+$133.2K)
Filed 2026-10-26
Autumn Glory Partners, LLC
NEW
Shares812
Change+812
Value$588.8K
Filed 2026-10-26
GR Financial Group, LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$588.9K (+$131.2K)
Filed 2026-10-27
Johnson & White Wealth Management, LLC
DECREASED
Shares808 from 826
Change-18 (-2%)
Value$586.0K (+$120.7K)
Filed 2026-11-03
Lighthouse Financial LLC
INCREASED
Shares805 from 603
Change+202 (+34%)
Value$583.8K (+$244.1K)
Filed 2026-10-23
Range Financial Group LLC
DECREASED
Shares804 from 904
Change-100 (-11%)
Value$583.0K (+$73.8K)
Filed 2026-10-21
Tenon Financial LLC
DECREASED
Shares803 from 808
Change-5 (-1%)
Value$582.5K (+$127.2K)
Filed 2026-10-14
Security National Bank
INCREASED
Shares803 from 798
Change+5 (+1%)
Value$582.3K (+$132.8K)
Filed 2026-10-26
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$580.9K (+$129.7K)
Filed 2026-10-29
Cornerstone National Bank & Trust Co
INCREASED
Shares800 from 15
Change+785 (+5233%)
Value$580.7K (+$571.6K)
Filed 2026-10-20
Stage Harbor Financial, LLC
INCREASED
Shares799 from 707
Change+92 (+13%)
Value$579.4K (+$181.2K)
Filed 2026-11-03
Benedict Financial Advisors Inc
DECREASED
Shares798 from 1,045
Change-247 (-24%)
Value$578.9K (-$9.9K)
Filed 2026-10-07
MontVue Capital Management, Inc.
DECREASED
Shares795 from 1,290
Change-495 (-38%)
Value$576.5K (-$150.1K)
Filed 2026-10-19
Grandfield & Dodd, LLC
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$576.5K (+$128.7K)
Filed 2026-10-29
G&S Capital LLC
DECREASED
Shares793 from 1,432
Change-639 (-45%)
Value$575.1K (-$231.6K)
Filed 2026-10-23
Philip James Wealth Mangement, LLC
INCREASED
Shares793 from 646
Change+147 (+23%)
Value$574.9K (+$211.3K)
Filed 2026-10-27
Kondo Wealth Advisors, Inc.
DECREASED
Shares793 from 877
Change-84 (-10%)
Value$575.1K (+$81.1K)
Filed 2026-10-19
Shrier Wealth Management, LLC
DECREASED
Shares792 from 794
Change-2 (0%)
Value$574.5K (+$127.3K)
Filed 2026-10-20
Lutz Financial Services LLC
DECREASED
Shares791 from 918
Change-127 (-14%)
Value$573.6K (+$56.5K)
Filed 2026-11-06
Citadel Investment Advisory, Inc.
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$573.0K (+$128.0K)
Filed 2026-10-15
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares788 from 380
Change+408 (+107%)
Value$571.7K (+$357.9K)
Filed 2026-10-15
Dakota Community Bank & Trust NA
INCREASED
Shares787 from 646
Change+141 (+22%)
Value$570.7K (+$206.8K)
Filed 2026-10-09
TPG Advisors LLC
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$570.7K (+$127.4K)
Filed 2026-10-16
Torrey Growth & Income Advisors
INCREASED
Shares786 from 700
Change+86 (+12%)
Value$571.6K (+$182.5K)
Filed 2026-11-04
Waller Financial Planning Group, Inc
DECREASED
Shares786 from 810
Change-24 (-3%)
Value$570.4K (+$113.9K)
Filed 2026-10-07
Mascoma Wealth Management LLC
DECREASED
Shares786 from 787
Change-1 (0%)
Value$570.0K (+$126.7K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares785 from 765
Change+20 (+3%)
Value$569.0K (+$138.0K)
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$569.4K (+$127.1K)
Filed 2026-10-22
Cambridge Financial Group, LLC
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$441.8K ($0)
Filed 2026-10-06
Smith & Howard Wealth Management, LLC
INCREASED
Shares781 from 663
Change+118 (+18%)
Value$566.4K (+$192.9K)
Filed 2026-10-27
TigerOak Management, L.L.C.
INCREASED
Shares780 from 600
Change+180 (+30%)
Value$565.6K (+$227.7K)
Filed 2026-10-23
Invested Advisors
DECREASED
Shares780 from 796
Change-16 (-2%)
Value$565.6K (+$117.3K)
Filed 2026-10-23
Insight Wealth Partners, LLC
DECREASED
Shares778 from 979
Change-201 (-21%)
Value$564.3K (+$12.8K)
Filed 2026-10-26
Sunburst Financial Group, LLC
INCREASED
Shares778 from 771
Change+7 (+1%)
Value$564.3K (+$129.9K)
Filed 2026-10-09
Pathway Financial Advisors LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$562.0K (+$110.3K)
Filed 2026-10-07
Redw Wealth LLC
INCREASED
Shares774 from 754
Change+20 (+3%)
Value$561.3K (+$136.6K)
Filed 2026-11-02
Myecfo, LLC
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$557.7K (+$124.5K)
Filed 2026-10-14
Well Done, LLC
DECREASED
Shares768 from 1,057
Change-289 (-27%)
Value$556.6K (-$38.5K)
Filed 2026-10-20
CapWealth Advisors, LLC
INCREASED
Shares767 from 754
Change+13 (+2%)
Value$556.2K (+$131.5K)
Filed 2026-10-05
Peterson Wealth Management
DECREASED
Shares766 from 7,240
Change-6,474 (-89%)
Value$555.6K (-$3.5M)
Filed 2026-11-06
Financial Synergies Wealth Advisors, Inc.
NEW
Shares765
Change+765
Value$554.9K
Filed 2026-10-16
Charter Capital Management, Llc\de
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$555.1K (+$124.0K)
Filed 2026-10-28
Solstein Capital, LLC
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$554.8K (+$123.8K)
Filed 2026-11-02
Legacy Financial Group, Inc.
INCREASED
Shares764 from 722
Change+42 (+6%)
Value$554.0K (+$147.3K)
Filed 2026-10-21
Cedar Point Capital Partners, LLC
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$553.4K (+$123.5K)
Filed 2026-10-29
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares760 from 761
Change-1 (0%)
Value$551.4K (+$122.6K)
Filed 2026-10-26
Winter & Associates, Inc.
DECREASED
Shares758 from 769
Change-11 (-1%)
Value$526.2K (+$93.1K)
Filed 2026-10-23
Prism Planning Partners LLC
DECREASED
Shares758 from 763
Change-5 (-1%)
Value$549.7K (+$119.9K)
Filed 2026-10-27
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares758 from 763
Change-5 (-1%)
Value$549.6K (+$120.0K)
Filed 2026-10-09
Encompass More Asset Management
INCREASED
Shares757 from 716
Change+41 (+6%)
Value$548.8K (+$145.3K)
Filed 2026-10-16
Trinity Financial Advisors LLC
DECREASED
Shares755 from 765
Change-10 (-1%)
Value$547.3K (+$116.6K)
Filed 2026-10-09
Pacific Center for Financial Services
DECREASED
Shares752 from 763
Change-11 (-1%)
Value$545.5K (+$115.6K)
Filed 2026-10-15
25 LLC
DECREASED
Shares749 from 1,255
Change-506 (-40%)
Value$543.1K (-$163.8K)
Filed 2026-10-13
Community Bank & Trust, Waco, Texas
DECREASED
Shares749 from 754
Change-5 (-1%)
Value$543.0K (+$118.0K)
Filed 2026-10-19
Vestia Personal Wealth Advisors
INCREASED
Shares748 from 713
Change+35 (+5%)
Value$542.5K (+$140.9K)
Filed 2026-10-20
Sage Private Wealth Group, LLC
INCREASED
Shares747 from 688
Change+59 (+9%)
Value$541.4K (+$154.1K)
Filed 2026-10-21
Fairman Group, LLC
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$541.7K (+$120.9K)
Filed 2026-10-26
Madden Securities Corp
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$541.0K (+$120.8K)
Filed 2026-10-27
IMPACTfolio, LLC
DECREASED
Shares745 from 1,258
Change-513 (-41%)
Value$540.4K (-$168.3K)
Filed 2026-10-28
Diversified Portfolios, Inc.
DECREASED
Shares745 from 746
Change-1 (0%)
Value$540.5K (+$120.2K)
Filed 2026-11-04
Kozak & Associates, Inc.
INCREASED
Shares743 from 736
Change+7 (+1%)
Value$455.0K (+$3.9K)
Filed 2026-10-29
RIA Advisory Group LLC
DECREASED
Shares742 from 1,119
Change-377 (-34%)
Value$538.0K (-$92.4K)
Filed 2026-10-15
ARK & TLK Investments, LLC
DECREASED
Shares742 from 744
Change-2 (0%)
Value$538.2K (+$119.0K)
Filed 2026-10-20
Total Investment Management Inc
DECREASED
Shares741 from 751
Change-10 (-1%)
Value$537.1K (+$119.2K)
Filed 2026-10-22
Quantify Chaos Advisors, LLC
NEW
Shares740
Change+740
Value$536.6K
Filed 2026-11-04
MPS Loria Financial Planners, LLC
DECREASED
Shares740 from 776
Change-36 (-5%)
Value$536.9K (+$99.7K)
Filed 2026-10-14
Hudson Capital Management LLC
INCREASED
Shares740 from 725
Change+15 (+2%)
Value$536.5K (+$128.2K)
Filed 2026-10-20
Haven Private, LLC
INCREASED
Shares738 from 731
Change+7 (+1%)
Value$535.5K (+$123.5K)
Filed 2026-10-27
Joseph Group Capital Management
INCREASED
Shares736 from 620
Change+116 (+19%)
Value$533.7K (+$184.5K)
Filed 2026-11-04
Northcape Wealth Management, LLC
INCREASED
Shares735 from 432
Change+303 (+70%)
Value$532.7K (+$289.5K)
Filed 2026-11-04
Ramiah Investment Group
DECREASED
Shares732 from 760
Change-28 (-4%)
Value$530.8K (+$102.7K)
Filed 2026-10-20
21 West Wealth Management LLC
INCREASED
Shares732 from 715
Change+17 (+2%)
Value$530.8K (+$128.1K)
Filed 2026-10-13
Gray Private Wealth, LLC
INCREASED
Shares729 from 726
Change+3 (+0%)
Value$528.7K (+$119.8K)
Filed 2026-10-28
Pathway Financial Advisers, LLC
NEW
Shares728
Change+728
Value$528.1K
Filed 2026-10-27
Planning Strategies Inc.
DECREASED
Shares727 from 805
Change-78 (-10%)
Value$527.4K (+$73.9K)
Filed 2026-10-02
Quaker Wealth Management, LLC
INCREASED
Shares724 from 526
Change+198 (+38%)
Value$525.0K (+$228.8K)
Filed 2026-10-22
Taylor Securities Services, Inc.
DECREASED
Shares721 from 727
Change-6 (-1%)
Value$522.8K (+$113.4K)
Filed 2026-10-20
Lauer Wealth, LLC
DECREASED
Shares718 from 1,508
Change-790 (-52%)
Value$517.6K (-$479.2K)
Filed 2026-10-13
James T. Borello RIA
INCREASED
Shares718 from 658
Change+60 (+9%)
Value$520.7K (+$150.0K)
Filed 2026-10-16
SFE Investment Counsel
DECREASED
Shares718 from 743
Change-25 (-3%)
Value$520.8K (+$102.2K)
Filed 2026-10-29
Schmidt P J Investment Management Inc
DECREASED
Shares716 from 1,100
Change-384 (-35%)
Value$519.2K (-$100.6K)
Filed 2026-11-02
G2 Capital Management, LLC / OH
DECREASED
Shares716 from 751
Change-35 (-5%)
Value$519.3K (+$96.4K)
Filed 2026-10-23
Pearl Planning LLC
INCREASED
Shares716 from 700
Change+16 (+2%)
Value$519.2K (+$124.9K)
Filed 2026-10-13
Cahaba Wealth Management, Inc.
INCREASED
Shares715 from 601
Change+114 (+19%)
Value$518.5K (+$180.2K)
Filed 2026-10-26
Fusion Family Wealth, LLC
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$518.3K (+$115.7K)
Filed 2026-11-02
CMG Global Holdings, LLC
INCREASED
Shares714 from 436
Change+278 (+64%)
Value$517.7K (+$272.3K)
Filed 2026-10-14
Hall Laurie J Trustee
DECREASED
Shares711 from 820
Change-109 (-13%)
Value$515.6K (+$53.7K)
Filed 2026-10-06
Challenger Wealth Management
INCREASED
Shares711 from 656
Change+55 (+8%)
Value$515.5K (+$146.2K)
Filed 2026-10-30
Castleview Partners, LLC
DECREASED
Shares710 from 1,037
Change-327 (-32%)
Value$514.9K (-$69.3K)
Filed 2026-10-09
Auour Investments LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$514.9K (+$114.9K)
Filed 2026-10-28
Lakeshore Financial Planning, Inc.
INCREASED
Shares708 from 606
Change+102 (+17%)
Value$513.4K (+$172.1K)
Filed 2026-10-13
Commerce Advisors, LLC
INCREASED
Shares706 from 673
Change+33 (+5%)
Value$512.0K (+$132.9K)
Filed 2026-10-19
Prosperity Advisers, LLC
INCREASED
Shares704 from 683
Change+21 (+3%)
Value$510.6K (+$125.8K)
Filed 2026-10-28
Graham Capital Wealth Management, LLC
DECREASED
Shares703 from 741
Change-38 (-5%)
Value$509.8K (+$92.4K)
Filed 2026-10-26
Equita Financial Network, Inc.
INCREASED
Shares703 from 668
Change+35 (+5%)
Value$509.8K (+$133.5K)
Filed 2026-10-19
Vigilare Wealth Management
DECREASED
Shares702 from 765
Change-63 (-8%)
Value$509.1K (+$78.1K)
Filed 2026-10-29
Northern Capital Management, Inc.
DECREASED
Shares700 from 703
Change-3 (0%)
Value$507.5K (+$111.1K)
Filed 2026-11-05
Henderson Brothers Financial Partners, LLC
INCREASED
Shares699 from 662
Change+37 (+6%)
Value$506.9K (+$134.0K)
Filed 2026-11-03
Elco Management Co., LLC
DECREASED
Shares697 from 1,087
Change-390 (-36%)
Value$505.5K (-$106.6K)
Filed 2026-10-14
Advocate Group LLC
INCREASED
Shares693 from 666
Change+27 (+4%)
Value$502.6K (+$127.4K)
Filed 2026-10-19
Lpwm LLC
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$502.6K (+$112.2K)
Filed 2026-10-20
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares692 from 685
Change+7 (+1%)
Value$501.8K (+$116.0K)
Filed 2026-11-03
Birinyi Associates Inc
DECREASED
Shares691 from 760
Change-69 (-9%)
Value$501.0K (+$73.0K)
Filed 2026-10-28
Wagner Wealth Management, Corp
DECREASED
Shares688 from 899
Change-211 (-23%)
Value$498.7K (-$7.5K)
Filed 2026-10-20
Liberty Atlantic Advisors LLC
INCREASED
Shares688 from 529
Change+159 (+30%)
Value$498.9K (+$200.9K)
Filed 2026-10-14
Columbia Asset Management
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$497.7K (+$111.1K)
Filed 2026-10-19
WealthCare Investment Partners, LLC
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$498.0K (+$111.5K)
Filed 2026-11-05
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares685 from 487
Change+198 (+41%)
Value$496.7K (+$218.1K)
Filed 2026-10-14
McGuire Investment Group, LLC
DECREASED
Shares685 from 859
Change-174 (-20%)
Value$496.7K (+$12.9K)
Filed 2026-10-23
Great Waters Wealth Management
INCREASED
Shares685 from 608
Change+77 (+13%)
Value$496.9K (+$154.6K)
Filed 2026-10-07
Blankinship & Foster, LLC
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$495.3K (+$110.6K)
Filed 2026-10-19
Agate Pass Investment Management, LLC
NEW
Shares682
Change+682
Value$494.6K
Filed 2026-10-20
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$493.1K (+$110.1K)
Filed 2026-11-05
Cross Staff Investments Inc
INCREASED
Shares678 from 577
Change+101 (+18%)
Value$491.4K (+$166.1K)
Filed 2026-10-22
Bfsg, LLC
INCREASED
Shares677 from 620
Change+57 (+9%)
Value$491.0K (+$141.8K)
Filed 2026-10-30
WJ Wealth Management, LLC
DECREASED
Shares677 from 704
Change-27 (-4%)
Value$490.9K (+$94.4K)
Filed 2026-11-03
Allied Investment Advisors, LLC
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$490.9K (+$109.6K)
Filed 2026-10-13
Blackston Financial Advisory Group, LLC
DECREASED
Shares675 from 686
Change-11 (-2%)
Value$489.3K (+$103.1K)
Filed 2026-11-04
Hughes Financial Services, LLC
INCREASED
Shares671 from 605
Change+66 (+11%)
Value$419.2K (+$78.4K)
Filed 2026-10-30
TMB Capital Partners, LLC
DECREASED
Shares671 from 679
Change-8 (-1%)
Value$486.9K (+$104.3K)
Filed 2026-10-20
Kennicott Capital Management LLC
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$485.1K (+$108.3K)
Filed 2026-10-16
Trust Co
INCREASED
Shares667 from 582
Change+85 (+15%)
Value$483.7K (+$155.9K)
Filed 2026-10-09
IFS Advisors, LLC
INCREASED
Shares666 from 107
Change+559 (+522%)
Value$483.3K (+$423.0K)
Filed 2026-10-14
Barlow Wealth Partners, LLC
DECREASED
Shares666 from 679
Change-13 (-2%)
Value$492.1K (+$82.6K)
Filed 2026-10-15
Straight Path Wealth Management
INCREASED
Shares665 from 511
Change+154 (+30%)
Value$482.5K (+$194.5K)
Filed 2026-10-23
Twelve Points Wealth Management LLC
INCREASED
Shares665 from 554
Change+111 (+20%)
Value$409.0K (+$96.9K)
Filed 2026-11-03
Carter Financial Group, Inc.
DECREASED
Shares663 from 1,384
Change-721 (-52%)
Value$480.6K (-$298.8K)
Filed 2026-10-21
Lynx Capital Group LTD
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$480.8K (+$107.3K)
Filed 2026-11-04
KFA Private Wealth Group, LLC
INCREASED
Shares661 from 656
Change+5 (+1%)
Value$480.0K (+$110.4K)
Filed 2026-10-07
Avaii Wealth Management, LLC
DECREASED
Shares661 from 662
Change-1 (0%)
Value$480.9K (+$108.2K)
Filed 2026-10-09
Aspen Investment Management Inc
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$479.0K (+$478.6K)
Filed 2026-11-05
RM Financial Services, LLC
INCREASED
Shares657 from 650
Change+7 (+1%)
Value$476.4K (+$110.3K)
Filed 2026-11-03
OmniStar Financial Group, Inc.
INCREASED
Shares657 from 651
Change+6 (+1%)
Value$476.5K (+$109.4K)
Filed 2026-10-26
Quad-Cities Investment Group, LLC
DECREASED
Shares657 from 660
Change-3 (0%)
Value$476.3K (+$104.7K)
Filed 2026-10-16
Greatmark Investment Partners, Inc.
DECREASED
Shares652 from 1,477
Change-825 (-56%)
Value$472.8K (-$359.2K)
Filed 2026-10-28
VAN Strum & Towne Inc.
INCREASED
Shares652 from 356
Change+296 (+83%)
Value$472.8K (+$272.3K)
Filed 2026-11-06
JDH Wealth Management, LLC
INCREASED
Shares652 from 600
Change+52 (+9%)
Value$472.8K (+$134.8K)
Filed 2026-10-20
Foresight Capital Management Advisors, Inc.
INCREASED
Shares647 from 600
Change+47 (+8%)
Value$469.1K (+$131.1K)
Filed 2026-10-27
Avant Financial Advisors LLC
INCREASED
Shares647 from 627
Change+20 (+3%)
Value$469.3K (+$116.1K)
Filed 2026-11-02
Shum Financial Group, Inc.
DECREASED
Shares645 from 647
Change-2 (0%)
Value$467.7K (+$103.3K)
Filed 2026-10-13
Jackson Creek Investment Advisors LLC
DECREASED
Shares642 from 648
Change-6 (-1%)
Value$466.0K (+$465.6K)
Filed 2026-11-04
Stanley-Laman Group, Ltd.
DECREASED
Shares641 from 892
Change-251 (-28%)
Value$464.8K (-$37.6K)
Filed 2026-10-20
Downshift Financial, LLC
INCREASED
Shares637 from 140
Change+497 (+355%)
Value$461.9K (+$383.0K)
Filed 2026-10-13
Montgomery Investment Management Inc
UNCHANGED
Shares637 from 637
Change0 (0%)
Value$462.0K (+$103.2K)
Filed 2026-10-26
Krane Financial Solutions LLC
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$461.2K (+$103.0K)
Filed 2026-10-30
Decision Investments, Inc
DECREASED
Shares632 from 633
Change-1 (0%)
Value$458.3K (+$101.8K)
Filed 2026-10-07
Aegis Wealth Management, Inc.
INCREASED
Shares629 from 478
Change+151 (+32%)
Value$456.1K (+$186.9K)
Filed 2026-10-26
Warner Financial, Inc
INCREASED
Shares629 from 628
Change+1 (+0%)
Value$456.1K (+$102.4K)
Filed 2026-11-06
Roxbury Financial LLC
INCREASED
Shares629 from 628
Change+1 (+0%)
Value$456.4K (+$102.7K)
Filed 2026-10-01
Barton Investment Management
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$456.1K (+$101.8K)
Filed 2026-10-27
Sterling Group Wealth Management, LLC
DECREASED
Shares626 from 638
Change-12 (-2%)
Value$454.0K (+$94.6K)
Filed 2026-11-03
Oak Harvest Investment Services
DECREASED
Shares623 from 692
Change-69 (-10%)
Value$451.6K (+$62.1K)
Filed 2026-10-20
Uhlmann Price Securities, LLC
DECREASED
Shares620 from 748
Change-128 (-17%)
Value$449.7K (+$28.3K)
Filed 2026-11-03
Kelly Financial Group LLC
INCREASED
Shares620 from 566
Change+54 (+10%)
Value$449.7K (+$131.2K)
Filed 2026-10-16
Colton Groome Financial Advisors, LLC
INCREASED
Shares619 from 608
Change+11 (+2%)
Value$449.2K (+$106.6K)
Filed 2026-10-06
Collective Family Office LLC
DECREASED
Shares616 from 626
Change-10 (-2%)
Value$446.7K (+$94.1K)
Filed 2026-10-05
OFS Enterprise LLC
INCREASED
Shares616 from 607
Change+9 (+1%)
Value$446.7K (+$104.8K)
Filed 2026-10-16
First Bancorp, Inc
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$445.3K (+$99.4K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$445.3K (+$99.4K)
Filed 2026-10-27
Guardian Financial Partners, LLC
NEW
Shares613
Change+613
Value$444.7K
Filed 2026-11-04
Hibernia Wealth Partners, LLC
DECREASED
Shares613 from 707
Change-94 (-13%)
Value$444.7K (+$46.3K)
Filed 2026-10-29
Armbruster Capital Management, Inc.
INCREASED
Shares610 from 602
Change+8 (+1%)
Value$442.5K (+$103.3K)
Filed 2026-10-19
One Plus One Wealth Management, LLC
INCREASED
Shares610 from 609
Change+1 (+0%)
Value$442.2K (+$98.9K)
Filed 2026-10-16
Walker Asset Management, LLC
INCREASED
Shares608 from 591
Change+17 (+3%)
Value$441.0K (+$108.1K)
Filed 2026-10-13
Willis Johnson Wealth, Inc.
NEW
Shares607
Change+607
Value$440.5K
Filed 2026-11-03
Crescent Sterling, Ltd.
DECREASED
Shares606 from 698
Change-92 (-13%)
Value$439.5K (+$46.3K)
Filed 2026-10-16
Reston Wealth Management LLC
INCREASED
Shares605 from 543
Change+62 (+11%)
Value$438.5K (+$132.5K)
Filed 2026-10-29
Elser Financial Planning, Inc
INCREASED
Shares605 from 557
Change+48 (+9%)
Value$438.4K (+$124.9K)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
INCREASED
Shares605 from 569
Change+36 (+6%)
Value$439.0K (+$118.3K)
Filed 2026-10-28
Michael Brady & Co., LLC
INCREASED
Shares605 from 580
Change+25 (+4%)
Value$438.7K (+$112.0K)
Filed 2026-10-23
United Financial Planning Group LLC
INCREASED
Shares605 from 588
Change+17 (+3%)
Value$438.7K (+$107.5K)
Filed 2026-11-04
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares602 from 596
Change+6 (+1%)
Value$436.6K (+$100.8K)
Filed 2026-10-28
Foundry Financial Group, Inc.
INCREASED
Shares601 from 554
Change+47 (+8%)
Value$435.8K (+$123.8K)
Filed 2026-10-28
Forte Asset Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$435.1K (+$97.1K)
Filed 2026-10-13
Eurizon Asset Management Hungary Ltd.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$435.1K (+$97.1K)
Filed 2026-11-06
DWR Wealth Management, LLC
INCREASED
Shares597 from 528
Change+69 (+13%)
Value$441.1K (+$144.0K)
Filed 2026-10-13
Athena Wealth Management, LLC
INCREASED
Shares597 from 595
Change+2 (+0%)
Value$433.0K (+$97.8K)
Filed 2026-10-09
Uncommon Cents Investing Inc
INCREASED
Shares596 from 435
Change+161 (+37%)
Value$432.2K (+$187.2K)
Filed 2026-10-20
Sheets Smith Wealth Management
INCREASED
Shares595 from 594
Change+1 (+0%)
Value$431.3K (+$96.9K)
Filed 2026-10-16
Lexington Hill Partners, LLC
INCREASED
Shares594 from 426
Change+168 (+39%)
Value$431.0K (+$190.9K)
Filed 2026-10-13
Mcdonald Partners LLC
INCREASED
Shares593 from 528
Change+65 (+12%)
Value$430.0K (+$132.6K)
Filed 2026-11-03
Ddfg, Inc
INCREASED
Shares593 from 591
Change+2 (+0%)
Value$430.0K (+$97.1K)
Filed 2026-10-15
Plan Group Financial, LLC
NEW
Shares592
Change+592
Value$410.9K
Filed 2026-10-22
Allegiance Financial Group Advisory Services LLC
NEW
Shares590
Change+590
Value$427.6K
Filed 2026-11-02
Mendel Money Management
DECREASED
Shares590 from 621
Change-31 (-5%)
Value$427.9K (+$78.1K)
Filed 2026-11-02
Bay Harbor Wealth Management, LLC
INCREASED
Shares590 from 576
Change+14 (+2%)
Value$428.1K (+$103.5K)
Filed 2026-11-03
Valen Private Capital, LLC
NEW
Shares589
Change+589
Value$427.3K
Filed 2026-10-23
Mcdaniel Terry & Co
INCREASED
Shares589 from 562
Change+27 (+5%)
Value$427.1K (+$110.6K)
Filed 2026-11-05
Strid Group, LLC
INCREASED
Shares589 from 565
Change+24 (+4%)
Value$427.1K (+$108.9K)
Filed 2026-10-28
Mountain Capital Investment Advisors Inc.
INCREASED
Shares588 from 556
Change+32 (+6%)
Value$426.7K (+$113.8K)
Filed 2026-11-06
Olio Financial Planning
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$426.7K (+$95.4K)
Filed 2026-10-22
Echo Wealth Management, LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$426.4K (+$95.2K)
Filed 2026-10-15
NovaPoint Capital, LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$426.6K (+$95.2K)
Filed 2026-10-22
Define Financial, LLC
DECREASED
Shares587 from 673
Change-86 (-13%)
Value$425.8K (+$46.8K)
Filed 2026-10-14
Penn Davis Mcfarland Inc
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$425.7K (+$95.0K)
Filed 2026-10-23
Macroview Investment Management LLC
DECREASED
Shares586 from 671
Change-85 (-13%)
Value$425.0K (+$47.0K)
Filed 2026-10-26
Bauman Advisory Group, LLC
DECREASED
Shares586 from 667
Change-81 (-12%)
Value$425.1K (+$49.6K)
Filed 2026-10-29
Valicenti Advisory Services Inc
DECREASED
Shares583 from 603
Change-20 (-3%)
Value$423.0K (+$422.7K)
Filed 2026-10-23
Chris Bulman Inc
INCREASED
Shares582 from 555
Change+27 (+5%)
Value$422.2K (+$109.5K)
Filed 2026-10-20
Howard Bailey Securities, LLC
DECREASED
Shares578 from 889
Change-311 (-35%)
Value$418.9K (-$81.7K)
Filed 2026-10-27
Fullerton Advisors, LLC
NEW
Shares575
Change+575
Value$417.0K
Filed 2026-10-14
Legacy Wealth Asset Management, LLC
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$417.0K (+$93.1K)
Filed 2026-10-09
Integrity Wealth Advisors, Inc.
NEW
Shares574
Change+574
Value$416.3K
Filed 2026-10-29
MKT Advisors LLC
DECREASED
Shares574 from 722
Change-148 (-20%)
Value$413.6K (-$30.8K)
Filed 2026-10-20
Global Trust Asset Management, LLC
DECREASED
Shares574 from 705
Change-131 (-19%)
Value$416.3K (+$19.1K)
Filed 2026-10-19
Breachway Investments LLC
DECREASED
Shares574 from 613
Change-39 (-6%)
Value$416.3K (+$71.0K)
Filed 2026-10-19
Roberts Wealth Advisors, LLC
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$416.3K (+$92.9K)
Filed 2026-10-14
Refined Wealth Management
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$416.3K (+$92.9K)
Filed 2026-10-13
True Wealth Design, LLC
INCREASED
Shares573 from 407
Change+166 (+41%)
Value$415.5K (+$186.3K)
Filed 2026-10-13
Main Street Group, LTD
DECREASED
Shares572 from 586
Change-14 (-2%)
Value$414.8K (+$84.7K)
Filed 2026-10-28
Palatine Hill Wealth Management, LLC
INCREASED
Shares571 from 568
Change+3 (+1%)
Value$414.4K (+$94.6K)
Filed 2026-11-03
Detalus Advisors, LLC
INCREASED
Shares567 from 543
Change+24 (+4%)
Value$411.1K (+$105.4K)
Filed 2026-10-15
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$411.2K (+$91.8K)
Filed 2026-10-16
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares565 from 485
Change+80 (+16%)
Value$409.9K (+$136.6K)
Filed 2026-10-16
Master's Wealth Management Inc.
INCREASED
Shares564 from 470
Change+94 (+20%)
Value$409.2K (+$144.4K)
Filed 2026-10-22
Arnold Financial Planning LLC
INCREASED
Shares564 from 525
Change+39 (+7%)
Value$409.0K (+$113.3K)
Filed 2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares564 from 600
Change-36 (-6%)
Value$391.6K (+$15.3K)
Filed 2026-10-21
Asset Planning,Inc
DECREASED
Shares563 from 663
Change-100 (-15%)
Value$408.4K (+$34.9K)
Filed 2026-10-26
Oasis Advisors, LLC
NEW
Shares562
Change+562
Value$407.9K
Filed 2026-10-16
Dala Group, LLC
INCREASED
Shares562 from 535
Change+27 (+5%)
Value$407.4K (+$106.2K)
Filed 2026-10-29
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares560 from 546
Change+14 (+3%)
Value$406.1K (+$98.5K)
Filed 2026-11-05
CJM Wealth Advisers, Ltd.
DECREASED
Shares559 from 625
Change-66 (-11%)
Value$405.4K (+$53.3K)
Filed 2026-10-27
Stolz & Associates, PS
NEW
Shares558
Change+558
Value$404.7K
Filed 2026-11-05
marrick wealth, LLC
INCREASED
Shares556 from 538
Change+18 (+3%)
Value$403.2K (+$100.2K)
Filed 2026-10-20
Wealth Forward, LLC
INCREASED
Shares554 from 514
Change+40 (+8%)
Value$401.8K (+$112.2K)
Filed 2026-10-14
Heffernan Advisory, Inc
NEW
Shares553
Change+553
Value$401.0K
Filed 2026-10-13
Curry Webb Wealth Management LLC
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$311.5K ($0)
Filed 2026-10-22
Pinnacle Financial Group, LLC / IL
INCREASED
Shares551 from 464
Change+87 (+19%)
Value$399.3K (+$138.2K)
Filed 2026-10-29
Center for Wealth Management Advisory
INCREASED
Shares550 from 543
Change+7 (+1%)
Value$398.9K (+$93.3K)
Filed 2026-10-23
Newton One Investments LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$399.0K (+$89.3K)
Filed 2026-10-14
Towne Trust Company, N.a
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$398.8K (+$89.0K)
Filed 2026-10-28
Thayer Partners, LLC / MA
DECREASED
Shares549 from 571
Change-22 (-4%)
Value$398.3K (+$76.6K)
Filed 2026-11-06
Southern Capital Advisors, LLC
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$396.7K (+$88.6K)
Filed 2026-10-26
St. Louis Trust Co
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$395.2K (-$2.3M)
Filed 2026-11-03
Andrews Advisory Associates, LLC
DECREASED
Shares541 from 583
Change-42 (-7%)
Value$392.5K (+$64.1K)
Filed 2026-10-15
Destiny Capital Corp
INCREASED
Shares540 from 386
Change+154 (+40%)
Value$391.5K (+$174.0K)
Filed 2026-11-03
LFA - Lugano Financial Advisors SA
INCREASED
Shares540 from 468
Change+72 (+15%)
Value$391.6K (+$128.0K)
Filed 2026-11-03
Wheelhouse Advisory Group LLC
INCREASED
Shares540 from 485
Change+55 (+11%)
Value$391.9K (+$118.6K)
Filed 2026-10-20
Bath Savings Trust Co
DECREASED
Shares540 from 564
Change-24 (-4%)
Value$391.6K (+$73.9K)
Filed 2026-10-07
Arbor Investment Advisors, LLC
DECREASED
Shares538 from 629
Change-91 (-14%)
Value$390.1K (+$36.1K)
Filed 2026-10-26
LightSquare Wealth Management, LLC
DECREASED
Shares537 from 601
Change-64 (-11%)
Value$389.7K (+$50.9K)
Filed 2026-11-03
Burkett Financial Services, LLC
INCREASED
Shares536 from 329
Change+207 (+63%)
Value$389.4K (+$203.6K)
Filed 2026-10-01
Gerber, LLC
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$388.7K (+$86.8K)
Filed 2026-10-21
Kelly Financial Services LLC
INCREASED
Shares534 from 506
Change+28 (+6%)
Value$387.2K (+$102.3K)
Filed 2026-10-20
Blvd Private Wealth, LLC
INCREASED
Shares534 from 514
Change+20 (+4%)
Value$387.2K (+$97.7K)
Filed 2026-10-14
Smith Partners Wealth Management, LLC
NEW
Shares532
Change+532
Value$385.8K
Filed 2026-11-05
Creekside Partners
DECREASED
Shares532 from 672
Change-140 (-21%)
Value$385.8K (+$7.3K)
Filed 2026-11-04
Asset Allocation & Management Company, LLC
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$385.0K (+$384.7K)
Filed 2026-10-13
Dixon Fnancial Services, Inc.
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$385.4K (+$86.1K)
Filed 2026-10-23
Cdkv Holdings LLC
DECREASED
Shares530 from 593
Change-63 (-11%)
Value$384.4K (+$50.4K)
Filed 2026-10-28
Cutler Investment Counsel LLC
INCREASED
Shares530 from 490
Change+40 (+8%)
Value$384.4K (+$108.3K)
Filed 2026-10-28
Davis Investment Partners, LLC
INCREASED
Shares526 from 430
Change+96 (+22%)
Value$381.7K (+$139.3K)
Filed 2026-11-05
Crosspoint Financial, LLC
DECREASED
Shares525 from 625
Change-100 (-16%)
Value$380.7K (+$28.7K)
Filed 2026-11-03
Advus Financial Partners, LLC
INCREASED
Shares525 from 468
Change+57 (+12%)
Value$380.8K (+$117.1K)
Filed 2026-10-20
SwitchPoint Financial Planning, LLC
INCREASED
Shares524 from 490
Change+34 (+7%)
Value$380.0K (+$104.0K)
Filed 2026-11-02
Demars Financial Group, LLC
DECREASED
Shares524 from 526
Change-2 (0%)
Value$379.6K (+$83.2K)
Filed 2026-10-22
DKM Wealth Management, Inc.
DECREASED
Shares523 from 619
Change-96 (-16%)
Value$379.3K (+$30.6K)
Filed 2026-10-09
Integris Wealth Management, LLC
INCREASED
Shares520 from 512
Change+8 (+2%)
Value$377.2K (+$88.7K)
Filed 2026-10-14
First Growth Capital LLC
DECREASED
Shares520 from 522
Change-2 (0%)
Value$377.4K (+$83.1K)
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
DECREASED
Shares519 from 575
Change-56 (-10%)
Value$376.4K (+$52.5K)
Filed 2026-10-13
Gold Investment Management Ltd.
DECREASED
Shares518 from 578
Change-60 (-10%)
Value$375.6K (+$50.1K)
Filed 2026-10-19
Stirlingshire Investments, Inc.
DECREASED
Shares517 from 704
Change-187 (-27%)
Value$375.3K (-$21.1K)
Filed 2026-11-05
Stordahl Capital Management, Inc.
DECREASED
Shares517 from 528
Change-11 (-2%)
Value$374.9K (+$77.5K)
Filed 2026-10-22
Wetzel Investment Advisors, Inc.
DECREASED
Shares517 from 519
Change-2 (0%)
Value$374.9K (+$82.6K)
Filed 2026-10-13
Bond & Devick Financial Network, Inc.
INCREASED
Shares516 from 505
Change+11 (+2%)
Value$374.2K (+$89.7K)
Filed 2026-10-23
NBZ Investment Advisors LLC
DECREASED
Shares516 from 518
Change-2 (0%)
Value$374.2K (+$82.4K)
Filed 2026-10-30
GEM Asset Management, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$374.3K (+$83.6K)
Filed 2026-10-13
Holos Integrated Wealth LLC
INCREASED
Shares515 from 471
Change+44 (+9%)
Value$363.0K (+$73.3K)
Filed 2026-10-23
Mayfair Advisory Group, LLC
DECREASED
Shares514 from 518
Change-4 (-1%)
Value$372.7K (+$64.4K)
Filed 2026-10-20
Smithbridge Asset Management Inc
NEW
Shares513
Change+513
Value$372.1K
Filed 2026-10-19
Hurlow Wealth Management Group, Inc.
DECREASED
Shares513 from 1,039
Change-526 (-51%)
Value$372.0K (-$213.2K)
Filed 2026-10-29
Sterling Investment Advisors LLC
DECREASED
Shares513 from 514
Change-1 (0%)
Value$372.0K (+$82.1K)
Filed 2026-10-27
Carolina Wealth Management Inc
DECREASED
Shares510 from 1,013
Change-503 (-50%)
Value$370.0K (-$200.7K)
Filed 2026-10-29
Edmp, Inc.
INCREASED
Shares510 from 505
Change+5 (+1%)
Value$370.0K (+$85.5K)
Filed 2026-10-22
Kellett Wealth Advisors, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$369.9K (+$82.6K)
Filed 2026-10-15
Aquire Wealth Advisors, LLC
DECREASED
Shares509 from 605
Change-96 (-16%)
Value$369.1K (+$28.3K)
Filed 2026-10-23
Financial Solutions Advisory Group, Inc.
INCREASED
Shares509 from 495
Change+14 (+3%)
Value$361.1K (+$48.5K)
Filed 2026-10-28
Freedom Day Solutions, LLC
NEW
Shares508
Change+508
Value$368.4K
Filed 2026-10-20
Schwallier Wealth Management LLC
DECREASED
Shares508 from 718
Change-210 (-29%)
Value$368.4K (-$35.9K)
Filed 2026-11-05
Charis Legacy Partners, LLC
INCREASED
Shares508 from 460
Change+48 (+10%)
Value$368.6K (+$109.3K)
Filed 2026-10-22
Fidelity D & D Bancorp Inc
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$368.4K (+$82.2K)
Filed 2026-11-05
Fell Capital Management
DECREASED
Shares507 from 548
Change-41 (-7%)
Value$367.7K (+$59.0K)
Filed 2026-10-09
New England Capital Financial Advisors LLC
INCREASED
Shares506 from 505
Change+1 (+0%)
Value$366.6K (+$81.9K)
Filed 2026-11-03
Burkett Asset Management Ltd
DECREASED
Shares505 from 700
Change-195 (-28%)
Value$366.2K (-$28.1K)
Filed 2026-10-13
Cadent Capital Advisors, LLC
INCREASED
Shares504 from 415
Change+89 (+21%)
Value$365.5K (+$131.8K)
Filed 2026-10-09
Valued Wealth Advisors LLC
INCREASED
Shares503 from 402
Change+101 (+25%)
Value$364.6K (+$138.3K)
Filed 2026-11-05
Mainsail Financial Group, LLC
DECREASED
Shares502 from 519
Change-17 (-3%)
Value$364.0K (+$71.7K)
Filed 2026-10-23
Approach Retirement Advisors, LLC
DECREASED
Shares502 from 508
Change-6 (-1%)
Value$364.0K (+$77.5K)
Filed 2026-10-22
Serenity Investment Advisors
DECREASED
Shares501 from 605
Change-104 (-17%)
Value$363.3K (+$33.1K)
Filed 2026-10-30
Dynamic Wealth Strategies, LLC
DECREASED
Shares501 from 510
Change-9 (-2%)
Value$363.3K (+$76.0K)
Filed 2026-10-16
Lane Brothers & Co Inc
DECREASED
Shares500 from 676
Change-176 (-26%)
Value$362.6K (-$18.0K)
Filed 2026-11-02
Oceanside Advisors LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$362.6K (+$80.9K)
Filed 2026-11-03
Ayrshire Capital Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$362.6K (+$80.9K)
Filed 2026-10-20
Lunt Capital Management, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$362.6K (+$80.9K)
Filed 2026-10-30
Scratch Capital LLC
INCREASED
Shares499 from 476
Change+23 (+5%)
Value$362.2K (+$93.8K)
Filed 2026-11-02
Kwmg, LLC
INCREASED
Shares497 from 484
Change+13 (+3%)
Value$360.4K (+$87.8K)
Filed 2026-10-07
Tarbox Family Office, Inc.
DECREASED
Shares496 from 549
Change-53 (-10%)
Value$359.7K (+$50.4K)
Filed 2026-10-23
Denver PWM, LLC
INCREASED
Shares496 from 493
Change+3 (+1%)
Value$359.6K (+$68.9K)
Filed 2026-10-22
Saxon Interests, Inc.
DECREASED
Shares495 from 7,829
Change-7,334 (-94%)
Value$359.0K (-$4.1M)
Filed 2026-10-26
TriaGen Wealth Management LLC
DECREASED
Shares495 from 505
Change-10 (-2%)
Value$359.0K (+$74.5K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
DECREASED
Shares493 from 2,230
Change-1,737 (-78%)
Value$357.5K (-$898.8K)
Filed 2026-11-04
Elmwood Wealth Management, Inc.
INCREASED
Shares492 from 389
Change+103 (+26%)
Value$356.8K (+$137.7K)
Filed 2026-10-14
Apeiron RIA LLC
DECREASED
Shares492 from 550
Change-58 (-11%)
Value$357.4K (+$47.4K)
Filed 2026-10-08
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares491 from 484
Change+7 (+1%)
Value$356.4K (+$83.5K)
Filed 2026-10-29
Vima LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$355.9K (+$79.6K)
Filed 2026-10-23
Squire Investment Management Company, LLC
NEW
Shares490
Change+490
Value$355.4K
Filed 2026-11-03
Aspen Wealth Management LLC
NEW
Shares490
Change+490
Value$355.5K
Filed 2026-10-14
Strong Tower Advisory Services
INCREASED
Shares490 from 489
Change+1 (+0%)
Value$355.3K (+$79.9K)
Filed 2026-10-13
Ironwood Financial, llc
INCREASED
Shares487 from 482
Change+5 (+1%)
Value$353.4K (+$36.6K)
Filed 2026-10-20
Discipline Wealth Solutions, LLC
DECREASED
Shares487 from 489
Change-2 (0%)
Value$353.2K (+$77.7K)
Filed 2026-10-14
Powell Investment Advisors, LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$352.4K (+$78.7K)
Filed 2026-10-22
Valtinson Bruner Financial Planning LLC
DECREASED
Shares485 from 524
Change-39 (-7%)
Value$351.9K (+$56.6K)
Filed 2026-11-02
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$350.9K (+$78.4K)
Filed 2026-10-28
TrueWealth Advisors, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$349.3K (+$78.0K)
Filed 2026-10-09
Single Point Partners, LLC
DECREASED
Shares480 from 596
Change-116 (-19%)
Value$348.1K (+$12.2K)
Filed 2026-10-19
Hudson Oak Wealth Advisory LLC
DECREASED
Shares480 from 481
Change-1 (0%)
Value$348.1K (+$77.1K)
Filed 2026-10-16
BetterWealth, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$348.4K (+$77.8K)
Filed 2026-10-15
LMG Wealth Partners, LLC
INCREASED
Shares478 from 379
Change+99 (+26%)
Value$346.6K (+$133.1K)
Filed 2026-11-05
Elevate Wealth Advisory, Inc
NEW
Shares477
Change+477
Value$345.8K
Filed 2026-10-29
Boyd Wealth Management, LLC
NEW
Shares477
Change+477
Value$345.9K
Filed 2026-10-20
My Personal CFO, LLC
INCREASED
Shares476 from 369
Change+107 (+29%)
Value$345.2K (+$137.3K)
Filed 2026-10-14
LifeGuide Financial Advisors, LLC
DECREASED
Shares475 from 492
Change-17 (-3%)
Value$344.5K (+$67.3K)
Filed 2026-10-20
Woodstock Corp
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$344.5K (+$76.9K)
Filed 2026-10-13
Taylor Financial Group, Inc.
DECREASED
Shares473 from 703
Change-230 (-33%)
Value$343.0K (-$53.0K)
Filed 2026-11-02
Patriot Investment Management Group, Inc.
INCREASED
Shares471 from 463
Change+8 (+2%)
Value$341.6K (+$80.8K)
Filed 2026-10-15
Objective Capital Management, LLC
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$341.4K (+$76.3K)
Filed 2026-10-13
Silverleafe Capital Partners, LLC
NEW
Shares470
Change+470
Value$341.1K
Filed 2026-10-02
Hardin Capital Partners, LLC
NEW
Shares470
Change+470
Value$340.9K
Filed 2026-10-09
Helium Advisors LLC
DECREASED
Shares470 from 999
Change-529 (-53%)
Value$340.8K (-$221.8K)
Filed 2026-10-23
Alternative Investment Advisors, Llc.
DECREASED
Shares469 from 490
Change-21 (-4%)
Value$341.3K (+$64.9K)
Filed 2026-11-03
Ridgeline Wealth Planning, LLC
NEW
Shares467
Change+467
Value$338.7K
Filed 2026-10-29
Graetz Wealth LLC
DECREASED
Shares464 from 482
Change-18 (-4%)
Value$336.2K (+$64.5K)
Filed 2026-10-27
Kooman & Associates
INCREASED
Shares463 from 419
Change+44 (+11%)
Value$335.8K (+$99.7K)
Filed 2026-10-21
Madson Wealth Advisors Inc
INCREASED
Shares463 from 462
Change+1 (+0%)
Value$335.5K (+$75.0K)
Filed 2026-10-13
Stone House Investment Management, LLC
INCREASED
Shares462 from 393
Change+69 (+18%)
Value$334.9K (+$113.6K)
Filed 2026-10-23
Roth Financial Partners LLC
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$335.0K (+$74.8K)
Filed 2026-10-06
HRC Wealth Management, LLC
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$334.5K (+$74.8K)
Filed 2026-10-16
Focus Wealth Advisors, LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$333.5K (+$74.6K)
Filed 2026-10-14
Long Island Wealth Management, Inc.
NEW
Shares458
Change+458
Value$332.1K
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares458 from 1,542
Change-1,084 (-70%)
Value$332.2K (-$536.4K)
Filed 2026-10-14
RPG Investment Advisory, LLC
DECREASED
Shares458 from 608
Change-150 (-25%)
Value$332.4K (-$10.3K)
Filed 2026-10-21
Verde Capital Management
DECREASED
Shares458 from 503
Change-45 (-9%)
Value$332.7K (+$49.0K)
Filed 2026-10-28
Sound Financial Strategies Group, LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$331.4K (+$74.0K)
Filed 2026-10-30
Arlington Financial Advisors, LLC
DECREASED
Shares456 from 503
Change-47 (-9%)
Value$330.7K (+$47.3K)
Filed 2026-10-19
Seamount Financial Group Inc
INCREASED
Shares456 from 444
Change+12 (+3%)
Value$330.7K (+$80.6K)
Filed 2026-10-21
Anchor Capital Advisors LLC
NEW
Shares453
Change+453
Value$328.5K
Filed 2026-11-05
Kieckhefer Group LLC
DECREASED
Shares453 from 549
Change-96 (-17%)
Value$328.5K (+$19.3K)
Filed 2026-10-13
CPA Asset Management Group, LLC
DECREASED
Shares453 from 481
Change-28 (-6%)
Value$328.5K (+$57.6K)
Filed 2026-10-26
Santori & Peters, Inc.
DECREASED
Shares451 from 455
Change-4 (-1%)
Value$327.1K (+$70.8K)
Filed 2026-10-26
6th Street Advisors, LLC
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$327.1K (+$73.0K)
Filed 2026-10-14
Cushing Capital Partners, LLC
NEW
Shares449
Change+449
Value$325.5K
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED
Shares449 from 298
Change+151 (+51%)
Value$325.6K (+$157.9K)
Filed 2026-11-02
Essential Planning, Llc.
INCREASED
Shares449 from 442
Change+7 (+2%)
Value$325.6K (+$76.6K)
Filed 2026-10-21
DecisionPoint Financial, LLC
DECREASED
Shares448 from 583
Change-135 (-23%)
Value$325.3K (-$31.8K)
Filed 2026-10-27
Continuum Wealth Advisors, LLC
NEW
Shares447
Change+447
Value$324.3K
Filed 2026-10-20
Parkway Wealth Management Group, LLC
INCREASED
Shares447 from 380
Change+67 (+18%)
Value$324.3K (+$110.2K)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
DECREASED
Shares446 from 456
Change-10 (-2%)
Value$323.7K (+$66.7K)
Filed 2026-10-15
PTM Wealth Management, LLC
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$329.6K (+$64.3K)
Filed 2026-10-23
Altus Wealth Management, LLC
DECREASED
Shares443 from 518
Change-75 (-14%)
Value$321.3K (+$29.5K)
Filed 2026-10-13
A4 Wealth Advisors LLC
DECREASED
Shares442 from 476
Change-34 (-7%)
Value$320.5K (+$52.4K)
Filed 2026-10-20
Noble Wealth Management PBC
DECREASED
Shares442 from 449
Change-7 (-2%)
Value$320.7K (+$67.7K)
Filed 2026-10-01
Forthright Family Wealth Advisory LLC
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$320.5K (+$71.6K)
Filed 2026-11-03
Decker Wealth Management LLC
NEW
Shares439
Change+439
Value$318.7K
Filed 2026-10-09
Fulcrum Wealth Advisors, LLC
DECREASED
Shares438 from 739
Change-301 (-41%)
Value$317.6K (-$98.6K)
Filed 2026-10-16
North Berkeley Wealth Management, LLC
INCREASED
Shares438 from 418
Change+20 (+5%)
Value$317.6K (+$82.2K)
Filed 2026-11-02
Penobscot Wealth Management
INCREASED
Shares437 from 436
Change+1 (+0%)
Value$317.2K (+$71.4K)
Filed 2026-10-21
Eiger Wealth Management, LLC
NEW
Shares436
Change+436
Value$316.3K
Filed 2026-11-03
Vision Financial Markets LLC
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$314.7K (+$62.8K)
Filed 2026-10-22
Daviman Financial, LLC
DECREASED
Shares433 from 681
Change-248 (-36%)
Value$314.1K (-$69.5K)
Filed 2026-11-06
Unified Investment Management
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$314.1K (+$70.1K)
Filed 2026-10-14
Andina Capital Management, LLC
INCREASED
Shares432 from 361
Change+71 (+20%)
Value$313.3K (+$109.9K)
Filed 2026-10-21
Fortress Financial Solutions, LLC
NEW
Shares431
Change+431
Value$312.6K
Filed 2026-10-14
Retirement Solution LLC
INCREASED
Shares430 from 422
Change+8 (+2%)
Value$311.7K (+$74.0K)
Filed 2026-10-27
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$311.7K (+$69.6K)
Filed 2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED
Shares429 from 398
Change+31 (+8%)
Value$311.1K (+$86.9K)
Filed 2026-10-19
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$311.1K (+$69.5K)
Filed 2026-10-28
Seed Wealth Management, Inc.
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$311.1K (+$69.5K)
Filed 2026-10-20
Bourgeon Capital Management LLC
NEW
Shares428
Change+428
Value$310.4K
Filed 2026-10-19
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$310.4K (+$69.3K)
Filed 2026-11-05
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares427 from 455
Change-28 (-6%)
Value$309.0K (+$308.7K)
Filed 2026-10-14
Forza Wealth Management, LLC
INCREASED
Shares426 from 362
Change+64 (+18%)
Value$308.9K (+$105.0K)
Filed 2026-10-20
Spear Advisors LLC
NEW
Shares425
Change+425
Value$308.2K
Filed 2026-10-27
Legacy Solutions, LLC
DECREASED
Shares423 from 433
Change-10 (-2%)
Value$306.9K (+$62.9K)
Filed 2026-10-07
Alkeme Wealth, LLC
DECREASED
Shares423 from 427
Change-4 (-1%)
Value$306.8K (+$66.2K)
Filed 2026-10-08
Sunrise Financial Services, LLC
DECREASED
Shares419 from 423
Change-4 (-1%)
Value$303.9K (+$65.6K)
Filed 2026-10-21
Basso Capital Management, L.P.
NEW
Shares418
Change+418
Value$303.0K
Filed 2026-10-30
Virtus Wealth Solutions LLC
INCREASED
Shares418 from 417
Change+1 (+0%)
Value$302.8K (+$67.8K)
Filed 2026-11-03
Alpha Advisors, LLC
INCREASED
Shares416 from 397
Change+19 (+5%)
Value$301.8K (+$78.1K)
Filed 2026-10-19
WealthSpring Partners, LLC
DECREASED
Shares415 from 749
Change-334 (-45%)
Value$301.2K (-$121.0K)
Filed 2026-10-14
Foundation Wealth Management, Llc\pa
INCREASED
Shares415 from 375
Change+40 (+11%)
Value$301.2K (+$89.8K)
Filed 2026-10-14
Main Line Retirement Advisors, LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$300.3K (+$67.1K)
Filed 2026-10-14
Veltria Advisors Corp.
NEW
Shares413
Change+413
Value$299.5K
Filed 2026-11-05
Pettinga Financial Advisors LLC
DECREASED
Shares413 from 662
Change-249 (-38%)
Value$299.7K (-$73.4K)
Filed 2026-10-13
FSA Investment Group, LLC
DECREASED
Shares410 from 559
Change-149 (-27%)
Value$297.3K (-$17.6K)
Filed 2026-10-07
Lake Hills Wealth Management, LLC
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$297.5K (+$66.4K)
Filed 2026-10-07
Droms Strauss Advisors Inc
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$297.3K (+$66.4K)
Filed 2026-11-03
Integrated Capital Management, LLC
DECREASED
Shares409 from 427
Change-18 (-4%)
Value$296.7K (+$56.2K)
Filed 2026-10-23
Bucket List Wealth Management, LLC
DECREASED
Shares408 from 440
Change-32 (-7%)
Value$296.0K (+$48.2K)
Filed 2026-10-22
Wealth Advisors Northwest LLC
DECREASED
Shares408 from 409
Change-1 (0%)
Value$295.9K (+$65.5K)
Filed 2026-10-29
rebel Financial LLC
NEW
Shares406
Change+406
Value$294.6K
Filed 2026-11-04
MeadowBrook Investment Advisors LLC
DECREASED
Shares405 from 420
Change-15 (-4%)
Value$262.8K (+$26.2K)
Filed 2026-10-29
Keating Investment Counselors Inc
INCREASED
Shares405 from 404
Change+1 (+0%)
Value$293.4K (+$65.7K)
Filed 2026-10-14
Tucker Asset Management LLC
INCREASED
Shares404 from 358
Change+46 (+13%)
Value$293.1K (+$91.4K)
Filed 2026-10-29
Ironsides Asset Advisors, LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$293.0K (+$65.4K)
Filed 2026-10-20
Salus Financial Advisors, LLC
NEW
Shares403
Change+403
Value$292.2K
Filed 2026-10-20
Richmond Investment Services, LLC
DECREASED
Shares399 from 405
Change-6 (-1%)
Value$289.5K (+$61.3K)
Filed 2026-10-29
Tepp RIA, LLC
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$289.5K (+$64.6K)
Filed 2026-10-14
True Link Financial Advisors, LLC
DECREASED
Shares398 from 422
Change-24 (-6%)
Value$288.6K (+$50.9K)
Filed 2026-10-27
Endowment Wealth Management, Inc.
DECREASED
Shares397 from 400
Change-3 (-1%)
Value$288.1K (+$62.8K)
Filed 2026-11-03
Asset Allocation Strategies LLC
DECREASED
Shares395 from 430
Change-35 (-8%)
Value$286.7K (+$44.4K)
Filed 2026-10-20
Jmac Enterprises LLC
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$285.7K (+$63.8K)
Filed 2026-10-30
ADG Wealth Management Group, LLC
INCREASED
Shares391 from 381
Change+10 (+3%)
Value$283.5K (+$68.9K)
Filed 2026-10-23
Brighton Securities Corp.
DECREASED
Shares390 from 396
Change-6 (-2%)
Value$282.8K (+$59.8K)
Filed 2026-10-08
Layline Advisors, LLC
DECREASED
Shares389 from 513
Change-124 (-24%)
Value$282.1K (-$6.8K)
Filed 2026-11-02
Kitching Partners, LLC
NEW
Shares388
Change+388
Value$281.4K
Filed 2026-11-02
Merited Wealth, LLC
DECREASED
Shares388 from 461
Change-73 (-16%)
Value$281.4K (+$21.7K)
Filed 2026-10-13
Penney Financial, LLC
DECREASED
Shares388 from 399
Change-11 (-3%)
Value$281.4K (+$56.6K)
Filed 2026-10-20
Welch Financial Planning, LLC
NEW
Shares386
Change+386
Value$279.9K
Filed 2026-11-06
Ndwm LLC
INCREASED
Shares386 from 385
Change+1 (+0%)
Value$279.7K (+$62.6K)
Filed 2026-11-05
Fulcrum Capital LLC
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$279.9K (+$62.5K)
Filed 2026-10-15
Meritas Wealth Management, LLC
NEW
Shares385
Change+385
Value$279.2K
Filed 2026-10-14
Stockman Wealth Management, Inc.
DECREASED
Shares384 from 389
Change-5 (-1%)
Value$278.5K (+$59.4K)
Filed 2026-10-27
Wealthcare Capital Management LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$278.5K (+$62.2K)
Filed 2026-10-21
Investors Research Corp
DECREASED
Shares382 from 417
Change-35 (-8%)
Value$277.0K (+$42.1K)
Filed 2026-10-07
Solutions 4 Wealth, Ltd
NEW
Shares381
Change+381
Value$276.3K
Filed 2026-11-03
DeLarme Wealth Management, Inc.
DECREASED
Shares381 from 493
Change-112 (-23%)
Value$276.3K (-$1.4K)
Filed 2026-10-30
Boyum Wealth Architects LLC
INCREASED
Shares381 from 364
Change+17 (+5%)
Value$277.4K (+$38.3K)
Filed 2026-10-06
Providence Wealth Advisors, LLC
INCREASED
Shares380 from 376
Change+4 (+1%)
Value$276.7K (+$55.6K)
Filed 2026-10-29
Grove Street Fiduciary, LLC
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$274.8K (+$61.4K)
Filed 2026-10-13
MB, Levis & Associates, LLC
DECREASED
Shares378 from 383
Change-5 (-1%)
Value$274.1K (+$58.4K)
Filed 2026-10-16
Succession Financial, Inc.
DECREASED
Shares377 from 379
Change-2 (-1%)
Value$273.5K (+$59.9K)
Filed 2026-10-14
RMG Wealth Management LLC
DECREASED
Shares376 from 412
Change-36 (-9%)
Value$243.1K (+$4.6K)
Filed 2026-10-26
Carlson Financial, Inc.
INCREASED
Shares375 from 374
Change+1 (+0%)
Value$271.7K (+$60.2K)
Filed 2026-11-05
Seven Hills Financial, LLC
NEW
Shares374
Change+374
Value$271.2K
Filed 2026-10-13
Prospera Capital Management, LLC
NEW
Shares374
Change+374
Value$271.2K
Filed 2026-10-19
Inman Jager Wealth Management, LLC
DECREASED
Shares374 from 379
Change-5 (-1%)
Value$271.2K (+$57.7K)
Filed 2026-11-05
Kure Advisory, LLC
INCREASED
Shares372 from 371
Change+1 (+0%)
Value$269.8K (+$60.8K)
Filed 2026-10-08
Treasure Coast Financial Planning
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$268.3K (+$59.9K)
Filed 2026-11-03
RHS Financial, LLC
DECREASED
Shares368 from 440
Change-72 (-16%)
Value$266.9K (+$19.0K)
Filed 2026-10-13
Gibson Capital, LLC
DECREASED
Shares368 from 423
Change-55 (-13%)
Value$266.9K (+$28.6K)
Filed 2026-10-23
Xena Financial Planning, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$266.9K (+$59.6K)
Filed 2026-10-13
Halter Ferguson Financial Inc.
DECREASED
Shares367 from 767
Change-400 (-52%)
Value$266.1K (-$165.9K)
Filed 2026-10-21
Legacy Financial Independent Advisors LLC
DECREASED
Shares367 from 397
Change-30 (-8%)
Value$266.1K (+$42.5K)
Filed 2026-11-02
Portland Financial Advisors Inc
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$264.0K (+$58.9K)
Filed 2026-10-26
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares363 from 381
Change-18 (-5%)
Value$263.0K (+$48.6K)
Filed 2026-10-09
Tull Financial Group, Inc.
INCREASED
Shares362 from 358
Change+4 (+1%)
Value$262.5K (+$60.9K)
Filed 2026-11-05
Integrated Wealth Management
NEW
Shares358
Change+358
Value$259.8K
Filed 2026-10-19
McAlister, Sweet & Associates, Inc.
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$259.6K (+$58.0K)
Filed 2026-10-07
Lockerman Financial Group, Inc.
NEW
Shares356
Change+356
Value$258.2K
Filed 2026-10-19
Clientfirst Wealth Management, LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$258.2K (+$57.6K)
Filed 2026-11-04
Seros Financial, LLC
NEW
Shares355
Change+355
Value$257.5K
Filed 2026-10-21
M. Kraus & Co
NEW
Shares355
Change+355
Value$257.4K
Filed 2026-10-20
Friday Financial
NEW
Shares354
Change+354
Value$257.1K
Filed 2026-10-09
Veratis Advisors, Inc.
DECREASED
Shares354 from 363
Change-9 (-2%)
Value$256.9K (+$52.3K)
Filed 2026-11-03
Northland Securities, Inc.
DECREASED
Shares353 from 403
Change-50 (-12%)
Value$256.0K (+$29.0K)
Filed 2026-11-02
Keenan, LLC
NEW
Shares351
Change+351
Value$254.8K
Filed 2026-10-23
Kachkovsky & Fisher, Inc.
NEW
Shares350
Change+350
Value$254.1K
Filed 2026-10-21
Compound Global Advisors, LLC
DECREASED
Shares350 from 600
Change-250 (-42%)
Value$253.8K (-$84.2K)
Filed 2026-10-20
Praetorian Wealth Management, Inc.
NEW
Shares348
Change+348
Value$252.4K
Filed 2026-10-16
Hanson & Doremus Investment Management
INCREASED
Shares348 from 312
Change+36 (+12%)
Value$252.0K (+$76.0K)
Filed 2026-10-16
John W. Brooker & Co., CPAs
NEW
Shares347
Change+347
Value$251.6K
Filed 2026-10-21
Israel Discount Bank of New York
NEW
Shares347
Change+347
Value$251.6K
Filed 2026-10-14
Clarity Capital Advisors, LLC
NEW
Shares347
Change+347
Value$251.6K
Filed 2026-10-27
Ariston Services Group
NEW
Shares346
Change+346
Value$250.9K
Filed 2026-10-16
Michael J. Porro & Co. Financial Advisors, Inc.
NEW
Shares346
Change+346
Value$250.9K
Filed 2026-10-16
Ables, Iannone, Moore & Associates, Inc.
NEW
Shares345
Change+345
Value$250.2K
Filed 2026-10-06
Matthew Goff Investment Advisor, LLC
NEW
Shares345
Change+345
Value$250.1K
Filed 2026-10-13
Wavvest Wealth LLC
NEW
Shares345
Change+345
Value$250.4K
Filed 2026-10-21
Town Capital LLC
DECREASED
Shares345 from 382
Change-37 (-10%)
Value$250.2K (+$35.0K)
Filed 2026-11-03
Searcy Financial Services Inc
NEW
Shares342
Change+342
Value$248.1K
Filed 2026-10-07
Gleason Group, Inc.
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$247.4K (+$55.3K)
Filed 2026-10-15
Grace & White Inc
NEW
Shares337
Change+337
Value$244.4K
Filed 2026-10-23
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares337 from 357
Change-20 (-6%)
Value$244.5K (+$43.4K)
Filed 2026-10-14
Zenith Solutions, Inc.
NEW
Shares336
Change+336
Value$243.3K
Filed 2026-10-19
Sterling Wealth Management, Inc.
NEW
Shares330
Change+330
Value$239.3K
Filed 2026-10-23
North Point Portfolio Managers Corp
NEW
Shares329
Change+329
Value$238.6K
Filed 2026-10-07
Appalachian Capital Management Ltd
NEW
Shares328
Change+328
Value$237.5K
Filed 2026-10-14
Cassilly Financial Group LLC
NEW
Shares328
Change+328
Value$237.9K
Filed 2026-10-07
Tradewinds Capital Management, LLC
DECREASED
Shares328 from 336
Change-8 (-2%)
Value$237.9K (+$48.6K)
Filed 2026-10-23
Fingerlakes Wealth Management, Inc.
NEW
Shares327
Change+327
Value$237.3K
Filed 2026-11-04
Integrity Wealth Partners, LLC
NEW
Shares327
Change+327
Value$237.2K
Filed 2026-10-14
Wealth Advisory Solutions, LLC
DECREASED
Shares327 from 365
Change-38 (-10%)
Value$237.1K (+$31.5K)
Filed 2026-10-20
CKW Financial Group
INCREASED
Shares327 from 291
Change+36 (+12%)
Value$237.0K (+$236.8K)
Filed 2026-10-29
5th Street Advisors, LLC
NEW
Shares325
Change+325
Value$235.7K
Filed 2026-11-04
Stone Summit Wealth LLC
NEW
Shares325
Change+325
Value$236.0K
Filed 2026-10-14
Alliance Private Wealth, LLC
DECREASED
Shares324 from 374
Change-50 (-13%)
Value$235.0K (+$24.3K)
Filed 2026-10-20
Wendell David Associates Inc
NEW
Shares323
Change+323
Value$234.0K
Filed 2026-10-27
Copeland Capital Management, LLC
NEW
Shares322
Change+322
Value$233.5K
Filed 2026-10-13
Verity Asset Management, Inc.
NEW
Shares321
Change+321
Value$232.8K
Filed 2026-10-30
Foundation Wealth Management, LLC
DECREASED
Shares321 from 382
Change-61 (-16%)
Value$232.5K (+$17.0K)
Filed 2026-10-22
Blossom Wealth Management
NEW
Shares319
Change+319
Value$231.5K
Filed 2026-11-03
Guerra PAN Advisors, LLC
NEW
Shares319
Change+319
Value$225.0K
Filed 2026-10-26
Hara Capital LLC
INCREASED
Shares319 from 152
Change+167 (+110%)
Value$231.3K (+$145.7K)
Filed 2026-10-30
Braeburn Wealth Management LLC
NEW
Shares317
Change+317
Value$229.9K
Filed 2026-10-15
Trail Ridge Investment Advisors, LLC
NEW
Shares317
Change+317
Value$229.9K
Filed 2026-10-16
Hegarty Advisors, LLC
NEW
Shares317
Change+317
Value$229.9K
Filed 2026-10-20
Belleair Asset Management, LLC
NEW
Shares316
Change+316
Value$229.3K
Filed 2026-11-03
Nearside Advisors, LLC
NEW
Shares316
Change+316
Value$229.2K
Filed 2026-10-20
Jordan Park Trust Co LLC
NEW
Shares312
Change+312
Value$226.3K
Filed 2026-10-19
Barry Investment Advisors, LLC
NEW
Shares312
Change+312
Value$226.5K
Filed 2026-10-14
PVG Asset Management Corp
NEW
Shares312
Change+312
Value$226.3K
Filed 2026-10-19
Freedom Financial Partners LLC
NEW
Shares312
Change+312
Value$226.1K
Filed 2026-10-19
Sherman Wealth Management LLC
DECREASED
Shares311 from 503
Change-192 (-38%)
Value$225.9K (-$57.7K)
Filed 2026-10-16
Maseco LLP
INCREASED
Shares311 from 274
Change+37 (+14%)
Value$225.6K (+$71.4K)
Filed 2026-10-27
Redstone Wealth Management, LLC
NEW
Shares310
Change+310
Value$225.0K
Filed 2026-10-20
Arkfeld Wealth Strategies, L.L.C.
NEW
Shares310
Change+310
Value$223.5K
Filed 2026-10-19
ShoreHaven Wealth Partners, LLC
NEW
Shares306
Change+306
Value$222.3K
Filed 2026-10-16
ACT Wealth Management, LLC
NEW
Shares305
Change+305
Value$221.2K
Filed 2026-10-09
Cannon Capital Management, Inc.
NEW
Shares305
Change+305
Value$221.2K
Filed 2026-11-03
Kraematon Investment Advisors, Inc
NEW
Shares305
Change+305
Value$221.4K
Filed 2026-11-02
Platt Wealth Management LLC
NEW
Shares304
Change+304
Value$220.0K
Filed 2026-11-04
Torren Management, LLC
INCREASED
Shares304 from 49
Change+255 (+520%)
Value$220.7K (+$192.9K)
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$220.5K (+$49.3K)
Filed 2026-10-16
High Probability Advisors, LLC
NEW
Shares303
Change+303
Value$219.7K
Filed 2026-10-19
Two West Capital Advisors LLC
NEW
Shares303
Change+303
Value$223.9K
Filed 2026-10-15
Entrust Financial LLC
INCREASED
Shares303 from 274
Change+29 (+11%)
Value$219.7K (+$65.4K)
Filed 2026-11-04
Silvia Mccoll Wealth Management, LLC
NEW
Shares302
Change+302
Value$219.2K
Filed 2026-10-07
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$219.0K (+$48.9K)
Filed 2026-10-28
Rodgers & Associates, LTD
NEW
Shares301
Change+301
Value$218.3K
Filed 2026-10-20
Phillip James Consulting Co.
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$218.3K (+$48.7K)
Filed 2026-11-03
Retirement Wealth Solutions LLC
INCREASED
Shares300 from 174
Change+126 (+72%)
Value$217.6K (+$119.5K)
Filed 2026-10-07
Richwood Investment Advisors, LLC
NEW
Shares299
Change+299
Value$216.8K
Filed 2026-10-30
Great Point Wealth Advisors, LLC
NEW
Shares299
Change+299
Value$216.5K
Filed 2026-10-15
Fifth Third Securities, Inc.
NEW
Shares298
Change+298
Value$216.2K
Filed 2026-10-21
Shearwater Capital LLC
NEW
Shares295
Change+295
Value$213.9K
Filed 2026-10-13
Centennial Advisors, LLC
NEW
Shares295
Change+295
Value$213.9K
Filed 2026-10-21
Financial Enhancement Group LLC
NEW
Shares295
Change+295
Value$212.8K
Filed 2026-10-08
John Boyer, Inc.
NEW
Shares292
Change+292
Value$206.7K
Filed 2026-10-27
Key Capital Management, Inc
INCREASED
Shares292 from 193
Change+99 (+51%)
Value$211.8K (+$103.0K)
Filed 2026-11-03
Belfer Management LLC
NEW
Shares290
Change+290
Value$210.0K
Filed 2026-11-05
Meridian Financial Partners LLC
NEW
Shares290
Change+290
Value$213.8K
Filed 2026-10-23
Seneca Financial Advisors LLC
NEW
Shares289
Change+289
Value$209.6K
Filed 2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares289
Change+289
Value$209.7K
Filed 2026-10-09
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares289 from 316
Change-27 (-9%)
Value$209.6K (+$31.3K)
Filed 2026-10-16
ASL Financial, LLC
NEW
Shares288
Change+288
Value$208.9K
Filed 2026-10-15
CogentBlue Wealth Advisors, LLC
NEW
Shares287
Change+287
Value$208.1K
Filed 2026-10-09
Post Resch Tallon Group Inc.
NEW
Shares285
Change+285
Value$206.7K
Filed 2026-10-09
Bannerman Wealth Management Group, LLC
NEW
Shares285
Change+285
Value$206.7K
Filed 2026-10-09
First Financial Group Corp
NEW
Shares285
Change+285
Value$207.0K
Filed 2026-10-22
Bryant Woods Investment Advisors, LLC
NEW
Shares284
Change+284
Value$206.3K
Filed 2026-10-26
Northwest Wealth Advisors, LLC
NEW
Shares283
Change+283
Value$204.9K
Filed 2026-11-02
Lecap Asset Management LTD
NEW
Shares283
Change+283
Value$205.2K
Filed 2026-10-27
Eagle Harbor Asset Management Inc
NEW
Shares281
Change+281
Value$203.8K
Filed 2026-10-21
Wilkins Miller Wealth Management, LLC
NEW
Shares281
Change+281
Value$203.4K
Filed 2026-10-13
Brown Miller Wealth Management, LLC
NEW
Shares281
Change+281
Value$203.8K
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares281 from 451
Change-170 (-38%)
Value$203.5K (-$50.7K)
Filed 2026-10-15
Urban Wealth Management, LLC
NEW
Shares280
Change+280
Value$203.1K
Filed 2026-10-21
Price Financial Group Wealth Management, Inc
NEW
Shares280
Change+280
Value$213.7K
Filed 2026-11-02
Orca Wealth Management, LLC
NEW
Shares277
Change+277
Value$200.9K
Filed 2026-10-14
Summit Place Financial Advisors, LLC
NEW
Shares277
Change+277
Value$201.0K
Filed 2026-10-23
E6 Portfolios, LLC
NEW
Shares276
Change+276
Value$200.3K
Filed 2026-10-26
Morton Brown Family Wealth, LLC
INCREASED
Shares271 from 76
Change+195 (+257%)
Value$196.5K (+$153.7K)
Filed 2026-10-23
SBK Financial, Inc.
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$195.8K (+$43.7K)
Filed 2026-11-02
IMG Wealth Management, Inc.
INCREASED
Shares266 from 201
Change+65 (+32%)
Value$192.7K (+$79.4K)
Filed 2026-10-27
Strategic Advocates LLC
INCREASED
Shares264 from 250
Change+14 (+6%)
Value$191.4K (+$50.6K)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares262
Change+262
Value$190.0K
Filed 2026-10-29
Breakwater Investment Management
INCREASED
Shares259 from 243
Change+16 (+7%)
Value$187.8K (+$50.9K)
Filed 2026-10-20
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$184.9K (+$41.3K)
Filed 2026-10-14
Aspect Partners, LLC
INCREASED
Shares245 from 244
Change+1 (+0%)
Value$177.7K (+$40.2K)
Filed 2026-10-20
Kingdom Financial Group Llc.
DECREASED
Shares237 from 252
Change-15 (-6%)
Value$171.9K (+$30.0K)
Filed 2026-11-04
Maryland Capital Advisors Inc.
DECREASED
Shares228 from 248
Change-20 (-8%)
Value$165.3K (+$25.6K)
Filed 2026-10-15
Fairway Wealth LLC
DECREASED
Shares228 from 240
Change-12 (-5%)
Value$165.3K (+$30.2K)
Filed 2026-10-30
Cranbrook Wealth Management, LLC
INCREASED
Shares213 from 128
Change+85 (+66%)
Value$154.7K (+$82.4K)
Filed 2026-10-28
Hurley Capital, LLC
INCREASED
Shares213 from 210
Change+3 (+1%)
Value$154.7K (+$36.3K)
Filed 2026-11-05
Richardson Capital Management LLC
INCREASED
Shares207 from 200
Change+7 (+4%)
Value$150.1K (+$37.5K)
Filed 2026-10-23
Montgomery Financial Services LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$145.0K (+$32.4K)
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares197
Change+197
Value$142.7K
Filed 2026-10-30
Bare Financial Services, Inc
DECREASED
Shares192 from 217
Change-25 (-12%)
Value$139.2K (+$17.0K)
Filed 2026-11-04
First Premier Bank
DECREASED
Shares191 from 193
Change-2 (-1%)
Value$131.0K (+$130.9K)
Filed 2026-10-13
Piscataqua Savings Bank
DECREASED
Shares185 from 200
Change-15 (-7%)
Value$134.2K (+$21.5K)
Filed 2026-10-21
West Financial Advisors, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$134.2K (+$30.0K)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
NEW
Shares181
Change+181
Value$131.3K
Filed 2026-10-29
Hyposwiss Advisors SA
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$132.2K (+$31.9K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
DECREASED
Shares175 from 176
Change-1 (-1%)
Value$126.9K (+$27.8K)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$125.1K (+$27.9K)
Filed 2026-10-15
Syntax Research, Inc.
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$123.3K (+$27.5K)
Filed 2026-11-04
CrossGen Wealth, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$119.4K (+$26.7K)
Filed 2026-10-30
Monetary Solutions, Ltd
INCREASED
Shares163 from 160
Change+3 (+2%)
Value$118.2K (+$28.1K)
Filed 2026-10-22
Sfam, LLC
DECREASED
Shares162 from 198
Change-36 (-18%)
Value$117.1K (+$5.6K)
Filed 2026-11-03
Davis Capital Management
DECREASED
Shares159 from 188
Change-29 (-15%)
Value$115.4K (+$9.4K)
Filed 2026-10-08
McCarley & Cook Financial Planners
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$113.9K (+$25.4K)
Filed 2026-10-21
3 Factor Indexing, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$109.5K (+$24.4K)
Filed 2026-10-15
PFS Partners, LLC
INCREASED
Shares148 from 73
Change+75 (+103%)
Value$107.4K (+$66.2K)
Filed 2026-10-21
Putney Financial Group LLC
NEW
Shares147
Change+147
Value$106.6K
Filed 2026-10-30
Lynch Investment Planning, LLC
NEW
Shares146
Change+146
Value$106.0K
Filed 2026-10-27
Mizuho Securities Co. Ltd.
NEW
Shares140
Change+140
Value$101.5K
Filed 2026-11-04
KFG LLC
NEW
Shares138
Change+138
Value$100.1K
Filed 2026-11-02
Gilpin Wealth Management, LLC
INCREASED
Shares138 from 97
Change+41 (+42%)
Value$100.1K (+$45.4K)
Filed 2026-10-09
Pioneer Family Office, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$98.6K (+$22.0K)
Filed 2026-10-30
Accordant Advisory Group Inc
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$98.6K (+$22.0K)
Filed 2026-10-29
CGC Financial Services, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$98.6K (+$22.0K)
Filed 2026-10-13
Lloyd Advisory Services, Llc.
DECREASED
Shares125 from 129
Change-4 (-3%)
Value$90.9K (+$18.0K)
Filed 2026-11-02
Friedenthal Financial
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$90.8K (+$20.3K)
Filed 2026-10-27
Birch Capital Management, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$87.7K (+$19.6K)
Filed 2026-10-27
Clayton Financial Group LLC
NEW
Shares120
Change+120
Value$87.0K
Filed 2026-10-13
Toth Financial Advisory Corp
INCREASED
Shares114 from 61
Change+53 (+87%)
Value$82.7K (+$48.3K)
Filed 2026-10-08
Glynn Capital Management LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$82.7K (+$18.5K)
Filed 2026-10-07
Bear Mountain Capital, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$78.0K (+$5.3K)
Filed 2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$77.6K (+$17.3K)
Filed 2026-11-04
Steph & Co
DECREASED
Shares103 from 106
Change-3 (-3%)
Value$74.7K (+$15.0K)
Filed 2026-10-07
Beacon Financial Strategies Corp
DECREASED
Shares100 from 136
Change-36 (-26%)
Value$72.5K (-$4.1K)
Filed 2026-10-14
Frankly Finances, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$72.5K (+$16.2K)
Filed 2026-10-28
Dorato Capital Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$72.1K (+$5.2K)
Filed 2026-10-08
Evolution Wealth Management Inc.
DECREASED
Shares96 from 355
Change-259 (-73%)
Value$70.0K (-$130.3K)
Filed 2026-10-28
NorthAvenue LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$62.4K (+$13.9K)
Filed 2026-10-29
Northstar Asset Management Co
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$55.8K (+$8.2K)
Filed 2026-10-22
Clean Yield Group
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$55.8K (+$12.5K)
Filed 2026-10-28
Chung Wu Investment Group, LLC
DECREASED
Shares70 from 630
Change-560 (-89%)
Value$50.8K (-$304.1K)
Filed 2026-11-03
Bayban
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$39.4K ($0)
Filed 2026-11-05
Harbor Asset Planning, Inc.
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$50.0K (+$11.2K)
Filed 2026-10-23
GGM Financial LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$50.0K (+$11.2K)
Filed 2026-11-05
Paladin Partners, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$46.4K (+$10.4K)
Filed 2026-10-06
Carolina Wealth Advisors, LLC
INCREASED
Shares63 from 60
Change+3 (+5%)
Value$45.7K (+$11.9K)
Filed 2026-10-23
Axiom Investment Management LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$45.7K (+$10.2K)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$44.6K (+$10.0K)
Filed 2026-10-28
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares59 from 95
Change-36 (-38%)
Value$42.8K (-$10.2K)
Filed 2026-10-07
Prudent Man Investment Management, Inc.
INCREASED
Shares52 from 24
Change+28 (+117%)
Value$37.7K (+$21.9K)
Filed 2026-11-03
Advantage Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$36.3K (+$8.1K)
Filed 2026-10-19
RHL Group, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$36.3K (+$8.2K)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares46
Change+46
Value$33.4K
Filed 2026-10-05
Catherine Avery Investment Management LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$30.5K (+$6.8K)
Filed 2026-10-14
Bayforest Capital Ltd
DECREASED
Shares41 from 165
Change-124 (-75%)
Value$29.7K (-$63.2K)
Filed 2026-11-03
PayPay Securities Corp
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$29.0K (+$6.5K)
Filed 2026-10-27
Hoertkorn Richard Charles
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$28.3K (+$6.3K)
Filed 2026-11-04
Pacifica Partners Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$28.3K (+$5.6K)
Filed 2026-10-09
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$26.1K (+$5.8K)
Filed 2026-10-14
Affinity Wealth LLC
NEW
Shares32
Change+32
Value$20.6K
Filed 2026-11-03
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares32 from 125
Change-93 (-74%)
Value$23.2K (-$47.2K)
Filed 2026-10-30
Bernzott Capital Advisors
NEW
Shares27
Change+27
Value$19.6K
Filed 2026-10-29
Access Investment Management LLC
DECREASED
Shares25 from 75
Change-50 (-67%)
Value$18.1K (-$24.1K)
Filed 2026-10-23
Point Nemo Capital, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$18.1K (+$4.0K)
Filed 2026-11-03
Midwest Capital Advisors, LLC
INCREASED
Shares21 from 1
Change+20 (+2000%)
Value$15.2K (+$14.7K)
Filed 2026-11-04
POM Investment Strategies, LLC
DECREASED
Shares21 from 24
Change-3 (-12%)
Value$15.2K (+$1.7K)
Filed 2026-10-20
William B. Walkup & Associates, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$14.5K (+$3.2K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
DECREASED
Shares18 from 577
Change-559 (-97%)
Value$13.1K (-$311.9K)
Filed 2026-10-26
Granite FO LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$13.1K (+$2.9K)
Filed 2026-10-14
Transce3nd, LLC
INCREASED
Shares15 from 8
Change+7 (+88%)
Value$10.5K (+$5.1K)
Filed 2026-10-26
Blueline Advisors LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$10.9K (+$2.4K)
Filed 2026-10-15
USA Financial Formulas
NEW
Shares11
Change+11
Value$8.0K
Filed 2026-10-16
Inspire Investing, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.3K (+$1.6K)
Filed 2026-10-22
Contravisory Investment Management, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.3K (+$1.6K)
Filed 2026-10-13
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3 (+$1)
Filed 2026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$3.6K (+$809)
Filed 2026-10-29
Networth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.9K (+$651)
Filed 2026-11-03
Acima Private Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$725 (+$162)
Filed 2026-10-05
4Thought Financial Group Inc.
NEW
Shares0
Change0
Value$269
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 60,293
Change-60,293 (-100%)
Value$0 (-$34.0M)
Filed 2026-11-04
B&D White Capital Company, LLC
CLOSED
Shares0 from 59,244
Change-59,244 (-100%)
Value$0 (-$33.4M)
Filed 2026-11-02
Heirloom Wealth Management
CLOSED
Shares0 from 47,942
Change-47,942 (-100%)
Value$0 (-$27.0M)
Filed 2026-10-14
Wolverine Asset Management LLC
CLOSED
Shares0 from 31,893
Change-31,893 (-100%)
Value$0 (-$18.0M)
Filed 2026-11-02
Privium Fund Management (UK) Ltd
CLOSED
Shares0 from 18,300
Change-18,300 (-100%)
Value$0 (-$10.3M)
Filed 2026-10-30
Cornerstone Enterprises, LLC
CLOSED
Shares0 from 14,435
Change-14,435 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-15
Dara Capital US, Inc.
CLOSED
Shares0 from 13,976
Change-13,976 (-100%)
Value$0 (-$7.9M)
Filed 2026-10-29
Physicians Financial Services, Inc.
CLOSED
Shares0 from 13,211
Change-13,211 (-100%)
Value$0 (-$7.4M)
Filed 2026-11-04
Wealth Group, Ltd.
CLOSED
Shares0 from 13,211
Change-13,211 (-100%)
Value$0 (-$7.4M)
Filed 2026-10-30
Summerhill Capital Management lnc.
CLOSED
Shares0 from 9,182
Change-9,182 (-100%)
Value$0 (-$5.2M)
Filed 2026-11-02
RD Finance Ltd
CLOSED
Shares0 from 9,001
Change-9,001 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-26
Titan Investment Management LLC
CLOSED
Shares0 from 8,927
Change-8,927 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-22
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-29
Herbst Group, LLC
CLOSED
Shares0 from 7,477
Change-7,477 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-20
Kerusso Capital Management LLC
CLOSED
Shares0 from 6,697
Change-6,697 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 4,224
Change-4,224 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-16
One River Asset Management, LLC
CLOSED
Shares0 from 4,048
Change-4,048 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-21
Terra Nova Asset Management LLC
CLOSED
Shares0 from 4,037
Change-4,037 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-13
Gallagher Capital Advisors, LLC
CLOSED
Shares0 from 3,910
Change-3,910 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-09
R Squared Ltd
CLOSED
Shares0 from 2,795
Change-2,795 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-06
Marotta Asset Management
CLOSED
Shares0 from 2,556
Change-2,556 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-02
Arbor Capital Management Inc
CLOSED
Shares0 from 2,366
Change-2,366 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Machina Capital S.A.S.
CLOSED
Shares0 from 2,282
Change-2,282 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Western Financial Corp
CLOSED
Shares0 from 2,051
Change-2,051 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,869
Change-1,869 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Enclave Advisors LLC
CLOSED
Shares0 from 1,676
Change-1,676 (-100%)
Value$0 (-$944.2K)
Filed 2026-10-14
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,643
Change-1,643 (-100%)
Value$0 (-$925.5K)
Filed 2026-11-03
Miura Global Management, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$844.9K)
Filed 2026-10-05
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 1,343
Change-1,343 (-100%)
Value$0 (-$756.5K)
Filed 2026-10-26
Praxis Capital Management LLC
CLOSED
Shares0 from 1,330
Change-1,330 (-100%)
Value$0 (-$749.2K)
Filed 2026-10-16
New England Research & Management, Inc.
CLOSED
Shares0 from 1,026
Change-1,026 (-100%)
Value$0 (-$577.7K)
Filed 2026-10-16
Lattice Capital Management, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$450.6K)
Filed 2026-11-03
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 734
Change-734 (-100%)
Value$0 (-$413.5K)
Filed 2026-11-04
TKG Advisors, LLC
CLOSED
Shares0 from 715
Change-715 (-100%)
Value$0 (-$402.9K)
Filed 2026-11-02
Sagace Wealth Management LLC
CLOSED
Shares0 from 681
Change-681 (-100%)
Value$0 (-$383.6K)
Filed 2026-10-28
Guidance Capital, Inc
CLOSED
Shares0 from 618
Change-618 (-100%)
Value$0 (-$410.9K)
Filed 2026-11-03
Amicus Financial Advisors, LLC
CLOSED
Shares0 from 567
Change-567 (-100%)
Value$0 (-$319.4K)
Filed 2026-11-03
Provident Wealth Management, LLC
CLOSED
Shares0 from 496
Change-496 (-100%)
Value$0 (-$279.4K)
Filed 2026-10-20
SFG Wealth Management, Llc.
CLOSED
Shares0 from 478
Change-478 (-100%)
Value$0 (-$269.3K)
Filed 2026-10-23
Auctus Advisors LLC
CLOSED
Shares0 from 449
Change-449 (-100%)
Value$0 (-$252.9K)
Filed 2026-10-23
Amarillo National Bank
CLOSED
Shares0 from 439
Change-439 (-100%)
Value$0 (-$247.3K)
Filed 2026-10-23
Rye Brook Capital LLC
CLOSED
Shares0 from 425
Change-425 (-100%)
Value$0 (-$239.0K)
Filed 2026-10-07
Miller Wealth Advisors, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$225.3K)
Filed 2026-11-02
Keystone Global Partners, LLC
CLOSED
Shares0 from 394
Change-394 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-13
Corepath Wealth Partners LLC
CLOSED
Shares0 from 383
Change-383 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-21
Axim Planning & Wealth
CLOSED
Shares0 from 379
Change-379 (-100%)
Value$0 (-$213.5K)
Filed 2026-10-28
Factor Wealth Management LTD
CLOSED
Shares0 from 373
Change-373 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-08
Terril Brothers, Inc.
CLOSED
Shares0 from 357
Change-357 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 348
Change-348 (-100%)
Value$0 (-$196.2K)
Filed 2026-10-20
Sander Capital Advisors Inc
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$163)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$149.6K)
Filed 2026-10-26
Founders Capital Management
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$99.7K)
Filed 2026-10-13
Capital CS Group, LLC
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$59.7K)
Filed 2026-10-29
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 89
Change-89 (-100%)
Value$0 (-$50.0K)
Filed 2026-11-05
Whipplewood Advisors, LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$37.2K)
Filed 2026-10-20
Schuylkill Financial LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$35.5K)
Filed 2026-10-21
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$22.5K)
Filed 2026-10-23
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-16
Midway Capital Research & Management
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-20
Horrell Capital Management, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-08
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$244.7K (+$27.3K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.5M (-$1.5M)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 173,396,976
Change-173,396,976 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 143,440,997
Change-143,440,997 (-100%)
Value—
FMR LLC
N/A
Shares— from 95,895,744
Change-95,895,744 (-100%)
Value—
State Street Corp
N/A
Shares— from 92,033,963
Change-92,033,963 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 54,949,893
Change-54,949,893 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 45,944,387
Change-45,944,387 (-100%)
Value—
Capital World Investors
N/A
Shares— from 40,876,883
Change-40,876,883 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 39,619,778
Change-39,619,778 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 39,435,817
Change-39,435,817 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 38,386,817
Change-38,386,817 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 38,370,492
Change-38,370,492 (-100%)
Value—
Norges Bank
N/A
Shares— from 32,726,903
Change-32,726,903 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 30,793,354
Change-30,793,354 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 22,090,012
Change-22,090,012 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 21,901,618
Change-21,901,618 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,939,652
Change-20,939,652 (-100%)
Value—
Capital International Investors
N/A
Shares— from 18,612,353
Change-18,612,353 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 15,438,261
Change-15,438,261 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 14,099,436
Change-14,099,436 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 12,836,063
Change-12,836,063 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 12,567,743
Change-12,567,743 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,903,028
Change-11,903,028 (-100%)
Value—
Amundi
N/A
Shares— from 11,101,924
Change-11,101,924 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10,022,693
Change-10,022,693 (-100%)
Value—
Newlands Management Operations LLC
N/A
Shares— from 9,664,414
Change-9,664,414 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,636,418
Change-9,636,418 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 9,410,485
Change-9,410,485 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 9,247,543
Change-9,247,543 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,100,645
Change-9,100,645 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,543,093
Change-8,543,093 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 8,052,786
Change-8,052,786 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,997,876
Change-7,997,876 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 7,504,423
Change-7,504,423 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 7,368,060
Change-7,368,060 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 7,225,624
Change-7,225,624 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 6,794,023
Change-6,794,023 (-100%)
Value—
Dodge & COX
N/A
Shares— from 6,489,255
Change-6,489,255 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 6,193,880
Change-6,193,880 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 5,666,938
Change-5,666,938 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,568,685
Change-5,568,685 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,491,437
Change-5,491,437 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 5,332,613
Change-5,332,613 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 5,234,900
Change-5,234,900 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 5,194,415
Change-5,194,415 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 4,961,480
Change-4,961,480 (-100%)
Value—
National Pension Service
N/A
Shares— from 4,850,873
Change-4,850,873 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,740,899
Change-4,740,899 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 4,721,204
Change-4,721,204 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 4,684,554
Change-4,684,554 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 4,274,391
Change-4,274,391 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,918,214
Change-3,918,214 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,808,010
Change-3,808,010 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 3,771,179
Change-3,771,179 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 3,600,708
Change-3,600,708 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 3,446,717
Change-3,446,717 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,397,091
Change-3,397,091 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,391,917
Change-3,391,917 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 3,334,525
Change-3,334,525 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,236,516
Change-3,236,516 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 3,217,353
Change-3,217,353 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 3,201,546
Change-3,201,546 (-100%)
Value—
Pershing Square Inc.
N/A
Shares— from 3,196,062
Change-3,196,062 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,186,464
Change-3,186,464 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,001,150
Change-3,001,150 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,878,365
Change-2,878,365 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,877,996
Change-2,877,996 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,855,614
Change-2,855,614 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 2,823,180
Change-2,823,180 (-100%)
Value—
FIL Ltd
N/A
Shares— from 2,671,940
Change-2,671,940 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 2,526,048
Change-2,526,048 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,500,148
Change-2,500,148 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 2,458,915
Change-2,458,915 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 2,442,888
Change-2,442,888 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,413,862
Change-2,413,862 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,373,946
Change-2,373,946 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 2,367,016
Change-2,367,016 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,352,983
Change-2,352,983 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,328,236
Change-2,328,236 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 2,306,359
Change-2,306,359 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,264,034
Change-2,264,034 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,213,318
Change-2,213,318 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,212,729
Change-2,212,729 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 2,202,780
Change-2,202,780 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 2,195,413
Change-2,195,413 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,168,492
Change-2,168,492 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,165,987
Change-2,165,987 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 2,093,653
Change-2,093,653 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 2,058,535
Change-2,058,535 (-100%)
Value—
Aviva PLC
N/A
Shares— from 2,030,510
Change-2,030,510 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,023,153
Change-2,023,153 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 1,993,697
Change-1,993,697 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,991,523
Change-1,991,523 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,979,128
Change-1,979,128 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,968,211
Change-1,968,211 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 1,945,399
Change-1,945,399 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 1,909,500
Change-1,909,500 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,908,613
Change-1,908,613 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,883,758
Change-1,883,758 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,876,124
Change-1,876,124 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 1,867,619
Change-1,867,619 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 1,821,072
Change-1,821,072 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,809,469
Change-1,809,469 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 1,798,375
Change-1,798,375 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,792,766
Change-1,792,766 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,780,386
Change-1,780,386 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,779,452
Change-1,779,452 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,727,307
Change-1,727,307 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,707,221
Change-1,707,221 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,701,240
Change-1,701,240 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,701,091
Change-1,701,091 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1,665,476
Change-1,665,476 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 1,648,172
Change-1,648,172 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,567,722
Change-1,567,722 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,518,377
Change-1,518,377 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,487,523
Change-1,487,523 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 1,473,898
Change-1,473,898 (-100%)
Value—
Soroban Capital Partners LP
N/A
Shares— from 1,466,943
Change-1,466,943 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,428,971
Change-1,428,971 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,385,960
Change-1,385,960 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,385,577
Change-1,385,577 (-100%)
Value—
Altimeter Capital Management, LP
N/A
Shares— from 1,354,990
Change-1,354,990 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 1,338,364
Change-1,338,364 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,322,699
Change-1,322,699 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,311,864
Change-1,311,864 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,299,244
Change-1,299,244 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,294,473
Change-1,294,473 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 1,289,767
Change-1,289,767 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 1,276,017
Change-1,276,017 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,258,578
Change-1,258,578 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 1,246,481
Change-1,246,481 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,231,479
Change-1,231,479 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,186,760
Change-1,186,760 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,171,368
Change-1,171,368 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,161,273
Change-1,161,273 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,154,405
Change-1,154,405 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,124,479
Change-1,124,479 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,124,067
Change-1,124,067 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 1,120,604
Change-1,120,604 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,120,322
Change-1,120,322 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,074,345
Change-1,074,345 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,067,698
Change-1,067,698 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,065,744
Change-1,065,744 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 1,051,876
Change-1,051,876 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,008,917
Change-1,008,917 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 969,879
Change-969,879 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 962,658
Change-962,658 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 950,115
Change-950,115 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 941,092
Change-941,092 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 939,176
Change-939,176 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 931,434
Change-931,434 (-100%)
Value—
ValueAct Holdings, L.P.A
N/A
Shares— from 915,674
Change-915,674 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 915,410
Change-915,410 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 903,206
Change-903,206 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 891,552
Change-891,552 (-100%)
Value—
ING Groep NV
N/A
Shares— from 880,864
Change-880,864 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 859,079
Change-859,079 (-100%)
Value—
Man Group plc
N/A
Shares— from 857,224
Change-857,224 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 856,435
Change-856,435 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 822,510
Change-822,510 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 802,424
Change-802,424 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 801,693
Change-801,693 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 777,473
Change-777,473 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 767,623
Change-767,623 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 764,041
Change-764,041 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 763,567
Change-763,567 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 762,102
Change-762,102 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 757,472
Change-757,472 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 753,401
Change-753,401 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 750,789
Change-750,789 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 749,836
Change-749,836 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 739,037
Change-739,037 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 736,023
Change-736,023 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 727,305
Change-727,305 (-100%)
Value—
SRS Investment Management, LLC
N/A
Shares— from 727,009
Change-727,009 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 727,002
Change-727,002 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 722,604
Change-722,604 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 711,462
Change-711,462 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 710,539
Change-710,539 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 708,290
Change-708,290 (-100%)
Value—
Gobi Capital LLC
N/A
Shares— from 702,909
Change-702,909 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 693,261
Change-693,261 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 685,229
Change-685,229 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 682,535
Change-682,535 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 679,884
Change-679,884 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 677,389
Change-677,389 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 675,000
Change-675,000 (-100%)
Value—
Blair William & Co
N/A
Shares— from 670,881
Change-670,881 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 669,390
Change-669,390 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 659,129
Change-659,129 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 639,025
Change-639,025 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 635,184
Change-635,184 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 632,687
Change-632,687 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 631,802
Change-631,802 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 608,286
Change-608,286 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 595,307
Change-595,307 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 594,871
Change-594,871 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 591,397
Change-591,397 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 591,169
Change-591,169 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 573,082
Change-573,082 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 567,833
Change-567,833 (-100%)
Value—
D1 Capital Partners L.P.
N/A
Shares— from 566,500
Change-566,500 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 565,549
Change-565,549 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 563,119
Change-563,119 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 562,868
Change-562,868 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 561,995
Change-561,995 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 555,371
Change-555,371 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 548,698
Change-548,698 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 547,694
Change-547,694 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 545,687
Change-545,687 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 532,588
Change-532,588 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 520,879
Change-520,879 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 518,127
Change-518,127 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 517,310
Change-517,310 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 517,000
Change-517,000 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 513,445
Change-513,445 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 511,031
Change-511,031 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 500,761
Change-500,761 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 490,773
Change-490,773 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 488,594
Change-488,594 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 481,658
Change-481,658 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 480,636
Change-480,636 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 468,265
Change-468,265 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 463,636
Change-463,636 (-100%)
Value—
Theleme Partners LLP
N/A
Shares— from 459,450
Change-459,450 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 455,982
Change-455,982 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 443,729
Change-443,729 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 431,735
Change-431,735 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 430,483
Change-430,483 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 422,101
Change-422,101 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 415,511
Change-415,511 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 413,869
Change-413,869 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 413,645
Change-413,645 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 407,198
Change-407,198 (-100%)
Value—
Atreides Management, LP
N/A
Shares— from 402,770
Change-402,770 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 401,011
Change-401,011 (-100%)
Value—
Voyager Global Management LP
N/A
Shares— from 395,000
Change-395,000 (-100%)
Value—
Commerce Bank
N/A
Shares— from 390,909
Change-390,909 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 387,085
Change-387,085 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 382,832
Change-382,832 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 380,818
Change-380,818 (-100%)
Value—
PointState Capital LP
N/A
Shares— from 380,411
Change-380,411 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 376,868
Change-376,868 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 374,099
Change-374,099 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 374,094
Change-374,094 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 372,662
Change-372,662 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 372,579
Change-372,579 (-100%)
Value—
Greenbrier Partners Capital Management, LLC
N/A
Shares— from 368,492
Change-368,492 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 366,423
Change-366,423 (-100%)
Value—
Glenview Capital Management, LLC
N/A
Shares— from 356,841
Change-356,841 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 356,484
Change-356,484 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 353,546
Change-353,546 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 352,725
Change-352,725 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 352,086
Change-352,086 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 348,817
Change-348,817 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 348,811
Change-348,811 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 346,640
Change-346,640 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 345,373
Change-345,373 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 344,368
Change-344,368 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 342,200
Change-342,200 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 340,730
Change-340,730 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 336,960
Change-336,960 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 336,824
Change-336,824 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 336,581
Change-336,581 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 336,521
Change-336,521 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 333,746
Change-333,746 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 332,871
Change-332,871 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 329,700
Change-329,700 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 329,573
Change-329,573 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 329,236
Change-329,236 (-100%)
Value—
Abrams Capital Management, L.P.
N/A
Shares— from 325,155
Change-325,155 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 325,106
Change-325,106 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 323,276
Change-323,276 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 319,854
Change-319,854 (-100%)
Value—
&partners
N/A
Shares— from 303,172
Change-303,172 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 302,888
Change-302,888 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 301,887
Change-301,887 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 301,293
Change-301,293 (-100%)
Value—
Darsana Capital Partners LP
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 297,126
Change-297,126 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 288,471
Change-288,471 (-100%)
Value—
Meritage Group LP
N/A
Shares— from 286,391
Change-286,391 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 286,019
Change-286,019 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 285,035
Change-285,035 (-100%)
Value—
Capital International LTD
N/A
Shares— from 284,713
Change-284,713 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 284,301
Change-284,301 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 280,704
Change-280,704 (-100%)
Value—
Corvex Management LPA
N/A
Shares— from 280,000
Change-280,000 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 278,000
Change-278,000 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 277,633
Change-277,633 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 275,017
Change-275,017 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 268,145
Change-268,145 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 262,961
Change-262,961 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 262,615
Change-262,615 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 259,511
Change-259,511 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 259,340
Change-259,340 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 255,263
Change-255,263 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 249,508
Change-249,508 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 248,291
Change-248,291 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 248,025
Change-248,025 (-100%)
Value—
Shanda Asset Management Holdings Ltd
N/A
Shares— from 245,500
Change-245,500 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 240,790
Change-240,790 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 238,973
Change-238,973 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 237,786
Change-237,786 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 237,407
Change-237,407 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 235,429
Change-235,429 (-100%)
Value—
Bamco Inc
N/A
Shares— from 233,313
Change-233,313 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 231,927
Change-231,927 (-100%)
Value—
Park Presidio Capital LLC
N/A
Shares— from 231,133
Change-231,133 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 230,356
Change-230,356 (-100%)
Value—
Prudential PLC
N/A
Shares— from 226,659
Change-226,659 (-100%)
Value—
Letko, Brosseau & Associates Inc
N/A
Shares— from 223,556
Change-223,556 (-100%)
Value—
Scge Management, L.P.
N/A
Shares— from 222,600
Change-222,600 (-100%)
Value—
Dorsal Capital Management, LP
N/A
Shares— from 220,000
Change-220,000 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 219,003
Change-219,003 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 216,200
Change-216,200 (-100%)
Value—
Palidye Holdings (Caymans) Ltd
N/A
Shares— from 215,276
Change-215,276 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 214,504
Change-214,504 (-100%)
Value—
a16z Capital Management, L.L.C.
N/A
Shares— from 212,531
Change-212,531 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 212,345
Change-212,345 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 211,030
Change-211,030 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 209,748
Change-209,748 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 208,362
Change-208,362 (-100%)
Value—
Allstate Corp
N/A
Shares— from 205,134
Change-205,134 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 204,826
Change-204,826 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 202,938
Change-202,938 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 201,459
Change-201,459 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 201,190
Change-201,190 (-100%)
Value—
Dorsey Asset Management, LLC
N/A
Shares— from 199,901
Change-199,901 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 199,210
Change-199,210 (-100%)
Value—
NWI Management LP
N/A
Shares— from 198,000
Change-198,000 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 197,574
Change-197,574 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 192,181
Change-192,181 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 191,795
Change-191,795 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 190,337
Change-190,337 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 187,180
Change-187,180 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 187,080
Change-187,080 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 186,949
Change-186,949 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 186,856
Change-186,856 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 186,651
Change-186,651 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 182,139
Change-182,139 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 181,201
Change-181,201 (-100%)
Value—
Hound Partners, LLC
N/A
Shares— from 181,000
Change-181,000 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 180,324
Change-180,324 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 180,186
Change-180,186 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 179,071
Change-179,071 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 177,284
Change-177,284 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 175,882
Change-175,882 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 175,807
Change-175,807 (-100%)
Value—
Styrax Capital, LP
N/A
Shares— from 175,000
Change-175,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 174,177
Change-174,177 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 173,418
Change-173,418 (-100%)
Value—
Capital Impact Advisors, LLC
N/A
Shares— from 172,439
Change-172,439 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 171,925
Change-171,925 (-100%)
Value—
Patient Capital Management, LLC
N/A
Shares— from 170,790
Change-170,790 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 170,441
Change-170,441 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 170,324
Change-170,324 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 169,299
Change-169,299 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 168,224
Change-168,224 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 163,309
Change-163,309 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 158,007
Change-158,007 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 157,555
Change-157,555 (-100%)
Value—
Headwater Capital Co Ltd
N/A
Shares— from 157,500
Change-157,500 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 157,362
Change-157,362 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 155,324
Change-155,324 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 155,257
Change-155,257 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 154,977
Change-154,977 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 154,533
Change-154,533 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 154,291
Change-154,291 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 153,080
Change-153,080 (-100%)
Value—
Spear Holdings RSC Ltd
N/A
Shares— from 153,080
Change-153,080 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 148,035
Change-148,035 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 147,077
Change-147,077 (-100%)
Value—
Strategy Capital LLC
N/A
Shares— from 145,255
Change-145,255 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 143,054
Change-143,054 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 142,305
Change-142,305 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 141,703
Change-141,703 (-100%)
Value—
Rdst Capital LLC
N/A
Shares— from 140,667
Change-140,667 (-100%)
Value—
EFG International AG
N/A
Shares— from 139,143
Change-139,143 (-100%)
Value—
RV Capital AG
N/A
Shares— from 138,997
Change-138,997 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 138,340
Change-138,340 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 138,314
Change-138,314 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 137,840
Change-137,840 (-100%)
Value—
CAS Investment Partners, LLC
N/A
Shares— from 136,246
Change-136,246 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 133,908
Change-133,908 (-100%)
Value—
Avantyr Capital Partners, LP
N/A
Shares— from 133,338
Change-133,338 (-100%)
Value—
Soma Equity Partners LP
N/A
Shares— from 133,056
Change-133,056 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 132,836
Change-132,836 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 130,778
Change-130,778 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 130,466
Change-130,466 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 129,600
Change-129,600 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 129,133
Change-129,133 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 127,822
Change-127,822 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 127,687
Change-127,687 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 127,000
Change-127,000 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 123,302
Change-123,302 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 123,000
Change-123,000 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 121,816
Change-121,816 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 121,131
Change-121,131 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 121,114
Change-121,114 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 119,633
Change-119,633 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 119,623
Change-119,623 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 119,557
Change-119,557 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 118,192
Change-118,192 (-100%)
Value—
Triple Frond Partners LLC
N/A
Shares— from 117,628
Change-117,628 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 116,973
Change-116,973 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 116,352
Change-116,352 (-100%)
Value—
Lakewood Capital Management, LP
N/A
Shares— from 115,985
Change-115,985 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 115,706
Change-115,706 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 115,346
Change-115,346 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 114,227
Change-114,227 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 113,252
Change-113,252 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 112,903
Change-112,903 (-100%)
Value—
Intermede Investment Partners Ltd
N/A
Shares— from 111,729
Change-111,729 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 111,019
Change-111,019 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 110,841
Change-110,841 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 110,643
Change-110,643 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 110,083
Change-110,083 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 109,852
Change-109,852 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 109,626
Change-109,626 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 109,456
Change-109,456 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 109,097
Change-109,097 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 108,680
Change-108,680 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 108,526
Change-108,526 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 108,000
Change-108,000 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 107,431
Change-107,431 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 106,543
Change-106,543 (-100%)
Value—
Summitry LLC
N/A
Shares— from 106,458
Change-106,458 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 105,905
Change-105,905 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 105,733
Change-105,733 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 105,000
Change-105,000 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 104,921
Change-104,921 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 104,520
Change-104,520 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 103,996
Change-103,996 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 103,560
Change-103,560 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 103,080
Change-103,080 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 102,960
Change-102,960 (-100%)
Value—
Stephens Inc
N/A
Shares— from 102,378
Change-102,378 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 102,085
Change-102,085 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 101,468
Change-101,468 (-100%)
Value—
Dnca Finance
N/A
Shares— from 101,100
Change-101,100 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 100,496
Change-100,496 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 100,396
Change-100,396 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 99,696
Change-99,696 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 99,505
Change-99,505 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 99,431
Change-99,431 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 97,579
Change-97,579 (-100%)
Value—
Grace & Mercy Foundation, Inc.
N/A
Shares— from 97,485
Change-97,485 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 96,092
Change-96,092 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 94,743
Change-94,743 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 93,915
Change-93,915 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 93,803
Change-93,803 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 93,744
Change-93,744 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 93,642
Change-93,642 (-100%)
Value—
BNP Paribas
N/A
Shares— from 93,517
Change-93,517 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 93,382
Change-93,382 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 93,212
Change-93,212 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 93,104
Change-93,104 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 93,015
Change-93,015 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 92,000
Change-92,000 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 91,574
Change-91,574 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 90,997
Change-90,997 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 90,960
Change-90,960 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 90,691
Change-90,691 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 89,681
Change-89,681 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 89,563
Change-89,563 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 89,374
Change-89,374 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 88,883
Change-88,883 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 88,516
Change-88,516 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 88,465
Change-88,465 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 88,105
Change-88,105 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 87,356
Change-87,356 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 86,975
Change-86,975 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 86,743
Change-86,743 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 85,857
Change-85,857 (-100%)
Value—
AG Asset Advisory, LLC
N/A
Shares— from 85,572
Change-85,572 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 84,958
Change-84,958 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 84,817
Change-84,817 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 84,356
Change-84,356 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 83,546
Change-83,546 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 83,116
Change-83,116 (-100%)
Value—
Allianz SE
N/A
Shares— from 82,810
Change-82,810 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 82,420
Change-82,420 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 81,953
Change-81,953 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 81,125
Change-81,125 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 80,898
Change-80,898 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 80,663
Change-80,663 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 80,141
Change-80,141 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 80,008
Change-80,008 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 79,400
Change-79,400 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 79,237
Change-79,237 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 78,786
Change-78,786 (-100%)
Value—
WIM Investment Management Ltd
N/A
Shares— from 78,380
Change-78,380 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 78,004
Change-78,004 (-100%)
Value—
Torque Asset Management LLC
N/A
Shares— from 77,819
Change-77,819 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 77,730
Change-77,730 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 77,214
Change-77,214 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 77,047
Change-77,047 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 77,020
Change-77,020 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 76,940
Change-76,940 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 76,833
Change-76,833 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 76,690
Change-76,690 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 76,662
Change-76,662 (-100%)
Value—
Wedgewood Partners Inc
N/A
Shares— from 76,471
Change-76,471 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 76,424
Change-76,424 (-100%)
Value—
ThornTree Capital Partners LP
N/A
Shares— from 76,272
Change-76,272 (-100%)
Value—
KR Capital LP
N/A
Shares— from 75,619
Change-75,619 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 74,799
Change-74,799 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 73,470
Change-73,470 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 73,313
Change-73,313 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 72,965
Change-72,965 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 72,894
Change-72,894 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 72,879
Change-72,879 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 72,203
Change-72,203 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 72,187
Change-72,187 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 72,148
Change-72,148 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 71,461
Change-71,461 (-100%)
Value—
Park West Asset Management LLC
N/A
Shares— from 71,000
Change-71,000 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 70,989
Change-70,989 (-100%)
Value—
Horiko Capital Management LLC
N/A
Shares— from 70,636
Change-70,636 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 70,408
Change-70,408 (-100%)
Value—
Senvest Management, LLC
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 69,502
Change-69,502 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 68,822
Change-68,822 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 68,813
Change-68,813 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 67,776
Change-67,776 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 66,736
Change-66,736 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 66,589
Change-66,589 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 66,142
Change-66,142 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 65,005
Change-65,005 (-100%)
Value—
Gavilan Investment Partners LLC
N/A
Shares— from 64,500
Change-64,500 (-100%)
Value—
Columbus Hill Capital Management, L.P.
N/A
Shares— from 64,416
Change-64,416 (-100%)
Value—
Ossiam
N/A
Shares— from 63,661
Change-63,661 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 63,448
Change-63,448 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 63,383
Change-63,383 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 63,267
Change-63,267 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 63,246
Change-63,246 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 63,143
Change-63,143 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 62,978
Change-62,978 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 62,964
Change-62,964 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 62,676
Change-62,676 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 62,622
Change-62,622 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 62,280
Change-62,280 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 61,775
Change-61,775 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 61,745
Change-61,745 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 61,385
Change-61,385 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 60,939
Change-60,939 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 60,686
Change-60,686 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 60,652
Change-60,652 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 59,978
Change-59,978 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 58,930
Change-58,930 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 58,846
Change-58,846 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 57,689
Change-57,689 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 57,489
Change-57,489 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 57,416
Change-57,416 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 57,201
Change-57,201 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 57,109
Change-57,109 (-100%)
Value—
Atmos Capital Gestao de Recursos Ltda.
N/A
Shares— from 57,015
Change-57,015 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 56,290
Change-56,290 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 56,286
Change-56,286 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 56,000
Change-56,000 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 55,811
Change-55,811 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 55,656
Change-55,656 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 55,525
Change-55,525 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 55,428
Change-55,428 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 55,165
Change-55,165 (-100%)
Value—
PAR Capital Management Inc
N/A
Shares— from 54,983
Change-54,983 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 54,791
Change-54,791 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 54,773
Change-54,773 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 54,156
Change-54,156 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 54,086
Change-54,086 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 52,806
Change-52,806 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 52,313
Change-52,313 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 51,944
Change-51,944 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 51,291
Change-51,291 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 51,103
Change-51,103 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 51,051
Change-51,051 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 50,696
Change-50,696 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 50,356
Change-50,356 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 50,330
Change-50,330 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 50,076
Change-50,076 (-100%)
Value—
3G Capital Partners LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 49,515
Change-49,515 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 49,497
Change-49,497 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 49,379
Change-49,379 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 49,223
Change-49,223 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 49,129
Change-49,129 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 49,120
Change-49,120 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 49,015
Change-49,015 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 48,898
Change-48,898 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 48,240
Change-48,240 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 48,156
Change-48,156 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 48,138
Change-48,138 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 47,503
Change-47,503 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 47,158
Change-47,158 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 46,937
Change-46,937 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 46,247
Change-46,247 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 46,008
Change-46,008 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 45,882
Change-45,882 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 45,508
Change-45,508 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 45,403
Change-45,403 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 45,388
Change-45,388 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 45,387
Change-45,387 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 45,384
Change-45,384 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 44,939
Change-44,939 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 44,922
Change-44,922 (-100%)
Value—
Selkirk Management LLC
N/A
Shares— from 44,750
Change-44,750 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 44,683
Change-44,683 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 44,630
Change-44,630 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 44,583
Change-44,583 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 44,539
Change-44,539 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 44,425
Change-44,425 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 44,106
Change-44,106 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 43,818
Change-43,818 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 43,708
Change-43,708 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 43,652
Change-43,652 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 43,649
Change-43,649 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 43,628
Change-43,628 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 43,570
Change-43,570 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 43,053
Change-43,053 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 42,631
Change-42,631 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 42,598
Change-42,598 (-100%)
Value—
Crow's Nest Holdings LP
N/A
Shares— from 42,250
Change-42,250 (-100%)
Value—
Alta Park Capital, LP
N/A
Shares— from 42,230
Change-42,230 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 42,015
Change-42,015 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 42,008
Change-42,008 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 41,942
Change-41,942 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 41,900
Change-41,900 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 41,818
Change-41,818 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 41,772
Change-41,772 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 41,691
Change-41,691 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 41,480
Change-41,480 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 41,282
Change-41,282 (-100%)
Value—
Brilliance Asset Management LTD
N/A
Shares— from 41,137
Change-41,137 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 40,731
Change-40,731 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 40,711
Change-40,711 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 40,586
Change-40,586 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 40,520
Change-40,520 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 40,457
Change-40,457 (-100%)
Value—
Ogborne Capital Management, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 39,815
Change-39,815 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 39,811
Change-39,811 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 39,742
Change-39,742 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 39,366
Change-39,366 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 39,356
Change-39,356 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 39,322
Change-39,322 (-100%)
Value—
Incline Global Management LLC
N/A
Shares— from 39,210
Change-39,210 (-100%)
Value—
Cooper Creek Partners Management LLC
N/A
Shares— from 38,972
Change-38,972 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 38,717
Change-38,717 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 38,654
Change-38,654 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 38,306
Change-38,306 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 38,210
Change-38,210 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 38,166
Change-38,166 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 38,087
Change-38,087 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 37,736
Change-37,736 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 37,700
Change-37,700 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 37,656
Change-37,656 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 37,429
Change-37,429 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 37,422
Change-37,422 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 37,416
Change-37,416 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 37,221
Change-37,221 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 36,688
Change-36,688 (-100%)
Value—
Fidelity National Financial, Inc.
N/A
Shares— from 36,500
Change-36,500 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 35,976
Change-35,976 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 35,591
Change-35,591 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 35,127
Change-35,127 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 34,945
Change-34,945 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 34,432
Change-34,432 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 34,262
Change-34,262 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 33,983
Change-33,983 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 33,904
Change-33,904 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 33,877
Change-33,877 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 33,761
Change-33,761 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 33,704
Change-33,704 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 33,647
Change-33,647 (-100%)
Value—
Bwcp, LP
N/A
Shares— from 33,526
Change-33,526 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 33,506
Change-33,506 (-100%)
Value—
MIC Capital Management UK LLP
N/A
Shares— from 33,300
Change-33,300 (-100%)
Value—
YCG, LLC
N/A
Shares— from 33,191
Change-33,191 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 33,124
Change-33,124 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 32,905
Change-32,905 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 32,829
Change-32,829 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 32,755
Change-32,755 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 32,662
Change-32,662 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 32,625
Change-32,625 (-100%)
Value—
Simmons Bank
N/A
Shares— from 32,612
Change-32,612 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 32,275
Change-32,275 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 31,904
Change-31,904 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 31,841
Change-31,841 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 31,804
Change-31,804 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 31,739
Change-31,739 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 31,576
Change-31,576 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 31,518
Change-31,518 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 31,351
Change-31,351 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 31,330
Change-31,330 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 31,322
Change-31,322 (-100%)
Value—
Cypress Funds LLC
N/A
Shares— from 31,320
Change-31,320 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 30,981
Change-30,981 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 30,787
Change-30,787 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 30,715
Change-30,715 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 30,353
Change-30,353 (-100%)
Value—
CIM, LLC
N/A
Shares— from 30,189
Change-30,189 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 30,165
Change-30,165 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 30,143
Change-30,143 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 29,978
Change-29,978 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 29,909
Change-29,909 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 29,866
Change-29,866 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 29,797
Change-29,797 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 29,720
Change-29,720 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 29,632
Change-29,632 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 29,616
Change-29,616 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 29,575
Change-29,575 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 29,299
Change-29,299 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 29,208
Change-29,208 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 29,185
Change-29,185 (-100%)
Value—
One Madison Group LLC
N/A
Shares— from 29,100
Change-29,100 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 29,088
Change-29,088 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 28,871
Change-28,871 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 28,838
Change-28,838 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 28,277
Change-28,277 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 28,218
Change-28,218 (-100%)
Value—
Investidor Profissional Gestao de Recursos Ltda.
N/A
Shares— from 28,190
Change-28,190 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 28,182
Change-28,182 (-100%)
Value—
Loews Corp
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 27,975
Change-27,975 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 27,950
Change-27,950 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 27,535
Change-27,535 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 27,462
Change-27,462 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 27,390
Change-27,390 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 27,316
Change-27,316 (-100%)
Value—
Trivest Advisors Ltd
N/A
Shares— from 27,200
Change-27,200 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 27,100
Change-27,100 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 27,048
Change-27,048 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 26,918
Change-26,918 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 26,860
Change-26,860 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 26,606
Change-26,606 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 26,083
Change-26,083 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 26,027
Change-26,027 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 26,025
Change-26,025 (-100%)
Value—
Venator Management LLC
N/A
Shares— from 25,999
Change-25,999 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 25,996
Change-25,996 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 25,906
Change-25,906 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 25,881
Change-25,881 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 25,720
Change-25,720 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 25,699
Change-25,699 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 25,371
Change-25,371 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 25,281
Change-25,281 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 25,278
Change-25,278 (-100%)
Value—
Motco
N/A
Shares— from 25,245
Change-25,245 (-100%)
Value—
Untitled Investments LP
N/A
Shares— from 25,049
Change-25,049 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 25,024
Change-25,024 (-100%)
Value—
Tenzing Global Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Marathon Partners Equity Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Kamunting Street Capital Management, L.P.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 24,983
Change-24,983 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 24,876
Change-24,876 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 24,833
Change-24,833 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 24,794
Change-24,794 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 24,735
Change-24,735 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 24,617
Change-24,617 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 24,519
Change-24,519 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 24,457
Change-24,457 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 24,354
Change-24,354 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 24,284
Change-24,284 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 24,188
Change-24,188 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 24,139
Change-24,139 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 24,046
Change-24,046 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 23,911
Change-23,911 (-100%)
Value—
Triavera Capital LLC
N/A
Shares— from 23,608
Change-23,608 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 23,553
Change-23,553 (-100%)
Value—
AMS Capital Ltda
N/A
Shares— from 23,485
Change-23,485 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 23,294
Change-23,294 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 23,270
Change-23,270 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 23,203
Change-23,203 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 23,134
Change-23,134 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 23,103
Change-23,103 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 23,068
Change-23,068 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
CNA Financial Corp
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 22,889
Change-22,889 (-100%)
Value—
Night Squared LP
N/A
Shares— from 22,815
Change-22,815 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 22,697
Change-22,697 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,607
Change-22,607 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 22,577
Change-22,577 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 22,460
Change-22,460 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 22,137
Change-22,137 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 22,095
Change-22,095 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 22,066
Change-22,066 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 22,042
Change-22,042 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 22,018
Change-22,018 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 21,776
Change-21,776 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 21,677
Change-21,677 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 21,609
Change-21,609 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 21,564
Change-21,564 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 21,560
Change-21,560 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 21,405
Change-21,405 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 21,350
Change-21,350 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 21,340
Change-21,340 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 21,306
Change-21,306 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 21,303
Change-21,303 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 21,295
Change-21,295 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 21,166
Change-21,166 (-100%)
Value—
Sycale Advisors (NY) LLC
N/A
Shares— from 21,026
Change-21,026 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 21,005
Change-21,005 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 20,921
Change-20,921 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 20,877
Change-20,877 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 20,844
Change-20,844 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 20,800
Change-20,800 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 20,796
Change-20,796 (-100%)
Value—
Governors Lane LP
N/A
Shares— from 20,765
Change-20,765 (-100%)
Value—
KP Management LLC
N/A
Shares— from 20,750
Change-20,750 (-100%)
Value—
Explore Capital Management, LLC
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 20,664
Change-20,664 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 20,644
Change-20,644 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 20,601
Change-20,601 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 20,597
Change-20,597 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 20,410
Change-20,410 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 20,349
Change-20,349 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 20,214
Change-20,214 (-100%)
Value—
11 Capital Partners LP
N/A
Shares— from 20,150
Change-20,150 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 20,131
Change-20,131 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 20,007
Change-20,007 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 19,977
Change-19,977 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 19,915
Change-19,915 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 19,898
Change-19,898 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 19,835
Change-19,835 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 19,816
Change-19,816 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 19,720
Change-19,720 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 19,645
Change-19,645 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 19,639
Change-19,639 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 19,453
Change-19,453 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 19,400
Change-19,400 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 19,266
Change-19,266 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 19,197
Change-19,197 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 19,192
Change-19,192 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 19,185
Change-19,185 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 18,932
Change-18,932 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 18,777
Change-18,777 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 18,731
Change-18,731 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 18,665
Change-18,665 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 18,592
Change-18,592 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 18,526
Change-18,526 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 18,525
Change-18,525 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 18,503
Change-18,503 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 18,348
Change-18,348 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 18,230
Change-18,230 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 18,193
Change-18,193 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 18,191
Change-18,191 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 18,169
Change-18,169 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 18,094
Change-18,094 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,059
Change-18,059 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 18,032
Change-18,032 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 17,979
Change-17,979 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 17,942
Change-17,942 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 17,818
Change-17,818 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 17,687
Change-17,687 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 17,680
Change-17,680 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 17,559
Change-17,559 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 17,485
Change-17,485 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 17,457
Change-17,457 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 17,419
Change-17,419 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 17,377
Change-17,377 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 17,351
Change-17,351 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 17,333
Change-17,333 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 17,293
Change-17,293 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 17,281
Change-17,281 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 17,177
Change-17,177 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 17,169
Change-17,169 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 17,102
Change-17,102 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 16,895
Change-16,895 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 16,787
Change-16,787 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 16,626
Change-16,626 (-100%)
Value—
Arrow Capital Management, LLC
N/A
Shares— from 16,488
Change-16,488 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 16,468
Change-16,468 (-100%)
Value—
Octahedron Capital Management L.P.
N/A
Shares— from 16,300
Change-16,300 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 16,283
Change-16,283 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 16,186
Change-16,186 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 16,155
Change-16,155 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 16,118
Change-16,118 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 16,100
Change-16,100 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 16,062
Change-16,062 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 16,059
Change-16,059 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 15,996
Change-15,996 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 15,935
Change-15,935 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 15,923
Change-15,923 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 15,830
Change-15,830 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 15,744
Change-15,744 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 15,715
Change-15,715 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 15,688
Change-15,688 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 15,593
Change-15,593 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 15,583
Change-15,583 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 15,544
Change-15,544 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 15,532
Change-15,532 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 15,510
Change-15,510 (-100%)
Value—
Robertson Opportunity Capital, LLC
N/A
Shares— from 15,464
Change-15,464 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 15,457
Change-15,457 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 15,419
Change-15,419 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 15,390
Change-15,390 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,359
Change-15,359 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 15,344
Change-15,344 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 15,156
Change-15,156 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 15,078
Change-15,078 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 15,007
Change-15,007 (-100%)
Value—
Manchester Global Management (UK) Ltd
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Permit Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 14,969
Change-14,969 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 14,935
Change-14,935 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 14,928
Change-14,928 (-100%)
Value—
Legacy Trust
N/A
Shares— from 14,927
Change-14,927 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 14,904
Change-14,904 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 14,828
Change-14,828 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 14,813
Change-14,813 (-100%)
Value—
Calydon Capital
N/A
Shares— from 14,724
Change-14,724 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 14,675
Change-14,675 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 14,539
Change-14,539 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 14,531
Change-14,531 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 14,514
Change-14,514 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 14,510
Change-14,510 (-100%)
Value—
Cadian Capital Management, LP
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Harspring Capital Management, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 14,485
Change-14,485 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 14,484
Change-14,484 (-100%)
Value—
Point Break Capital Management, LLC
N/A
Shares— from 14,282
Change-14,282 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 14,250
Change-14,250 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 14,218
Change-14,218 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 14,209
Change-14,209 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 14,130
Change-14,130 (-100%)
Value—
Brant Point Investment Management LLC
N/A
Shares— from 14,114
Change-14,114 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 13,965
Change-13,965 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 13,886
Change-13,886 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 13,857
Change-13,857 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 13,821
Change-13,821 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 13,795
Change-13,795 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 13,776
Change-13,776 (-100%)
Value—
Peregrine Investment Management Inc
N/A
Shares— from 13,770
Change-13,770 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 13,711
Change-13,711 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 13,666
Change-13,666 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 13,627
Change-13,627 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,525
Change-13,525 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 13,520
Change-13,520 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 13,491
Change-13,491 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 13,458
Change-13,458 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 13,448
Change-13,448 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 13,370
Change-13,370 (-100%)
Value—
Ttrf Capital Ltd
N/A
Shares— from 13,280
Change-13,280 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 13,191
Change-13,191 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 13,182
Change-13,182 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 13,170
Change-13,170 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 13,167
Change-13,167 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 13,153
Change-13,153 (-100%)
Value—
Agave Capital Management Ltd
N/A
Shares— from 13,137
Change-13,137 (-100%)
Value—
TB Capital Gestao de Recursos Ltda.
N/A
Shares— from 13,081
Change-13,081 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,935
Change-12,935 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 12,812
Change-12,812 (-100%)
Value—
Ketron Financial
N/A
Shares— from 12,805
Change-12,805 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 12,657
Change-12,657 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 12,656
Change-12,656 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 12,612
Change-12,612 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 12,590
Change-12,590 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 12,536
Change-12,536 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 12,474
Change-12,474 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 12,442
Change-12,442 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 12,400
Change-12,400 (-100%)
Value—
Owl Creek Asset Management, L.P.
N/A
Shares— from 12,248
Change-12,248 (-100%)
Value—
Nwam LLC
N/A
Shares— from 12,235
Change-12,235 (-100%)
Value—
Dumac, Inc.
N/A
Shares— from 12,180
Change-12,180 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 12,137
Change-12,137 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 12,076
Change-12,076 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 12,073
Change-12,073 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 11,935
Change-11,935 (-100%)
Value—
Carlson Capital, L.P.
N/A
Shares— from 11,926
Change-11,926 (-100%)
Value—
Optas, LLC
N/A
Shares— from 11,890
Change-11,890 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 11,874
Change-11,874 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 11,867
Change-11,867 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 11,853
Change-11,853 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 11,819
Change-11,819 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 11,805
Change-11,805 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 11,787
Change-11,787 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 11,722
Change-11,722 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 11,651
Change-11,651 (-100%)
Value—
Partners Value Investments L.P.
N/A
Shares— from 11,619
Change-11,619 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 11,565
Change-11,565 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 11,547
Change-11,547 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 11,546
Change-11,546 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 11,533
Change-11,533 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 11,463
Change-11,463 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 11,435
Change-11,435 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 11,376
Change-11,376 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 11,272
Change-11,272 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 11,202
Change-11,202 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 11,162
Change-11,162 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 11,098
Change-11,098 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 11,098
Change-11,098 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 11,012
Change-11,012 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 10,994
Change-10,994 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 10,791
Change-10,791 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 10,747
Change-10,747 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 10,720
Change-10,720 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 10,707
Change-10,707 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 10,631
Change-10,631 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 10,610
Change-10,610 (-100%)
Value—
TLS Advisors LLC
N/A
Shares— from 10,589
Change-10,589 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,438
Change-10,438 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 10,347
Change-10,347 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 10,293
Change-10,293 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 10,235
Change-10,235 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 10,235
Change-10,235 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 10,204
Change-10,204 (-100%)
Value—
Portolan Capital Management, LLC
N/A
Shares— from 10,155
Change-10,155 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 10,118
Change-10,118 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 10,096
Change-10,096 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 10,026
Change-10,026 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 10,025
Change-10,025 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 9,981
Change-9,981 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 9,880
Change-9,880 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 9,869
Change-9,869 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 9,835
Change-9,835 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
Farley Capital L.P.
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 9,732
Change-9,732 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
Pangea Capital Gestao de Recursos Ltda.
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,576
Change-9,576 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 9,520
Change-9,520 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 9,501
Change-9,501 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 9,462
Change-9,462 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 9,433
Change-9,433 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 9,424
Change-9,424 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 9,393
Change-9,393 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 9,345
Change-9,345 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 9,306
Change-9,306 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 9,304
Change-9,304 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 9,303
Change-9,303 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,268
Change-9,268 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 9,265
Change-9,265 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 9,250
Change-9,250 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 9,241
Change-9,241 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 9,178
Change-9,178 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 9,168
Change-9,168 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 9,110
Change-9,110 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 9,104
Change-9,104 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 8,975
Change-8,975 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 8,914
Change-8,914 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 8,886
Change-8,886 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 8,882
Change-8,882 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 8,869
Change-8,869 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 8,836
Change-8,836 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 8,805
Change-8,805 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 8,787
Change-8,787 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 8,762
Change-8,762 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 8,746
Change-8,746 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 8,628
Change-8,628 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 8,587
Change-8,587 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 8,584
Change-8,584 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 8,536
Change-8,536 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 8,513
Change-8,513 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 8,458
Change-8,458 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 8,437
Change-8,437 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 8,403
Change-8,403 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 8,359
Change-8,359 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,291
Change-8,291 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 8,238
Change-8,238 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 8,183
Change-8,183 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 8,124
Change-8,124 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 8,110
Change-8,110 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 8,091
Change-8,091 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,038
Change-8,038 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 8,035
Change-8,035 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 7,982
Change-7,982 (-100%)
Value—
United Bank
N/A
Shares— from 7,942
Change-7,942 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 7,911
Change-7,911 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 7,893
Change-7,893 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 7,879
Change-7,879 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 7,843
Change-7,843 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 7,766
Change-7,766 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 7,764
Change-7,764 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 7,750
Change-7,750 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 7,717
Change-7,717 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 7,711
Change-7,711 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 7,693
Change-7,693 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 7,653
Change-7,653 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 7,626
Change-7,626 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 7,614
Change-7,614 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 7,609
Change-7,609 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 7,606
Change-7,606 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 7,586
Change-7,586 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 7,579
Change-7,579 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 7,557
Change-7,557 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 7,549
Change-7,549 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 7,537
Change-7,537 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 7,536
Change-7,536 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 7,532
Change-7,532 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 7,532
Change-7,532 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 7,524
Change-7,524 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 7,504
Change-7,504 (-100%)
Value—
Elwood Capital Partners LP
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 7,466
Change-7,466 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 7,425
Change-7,425 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 7,386
Change-7,386 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 7,329
Change-7,329 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 7,328
Change-7,328 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 7,321
Change-7,321 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 7,295
Change-7,295 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 7,266
Change-7,266 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 7,196
Change-7,196 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 7,187
Change-7,187 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 7,149
Change-7,149 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 7,124
Change-7,124 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 7,094
Change-7,094 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 7,072
Change-7,072 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 7,028
Change-7,028 (-100%)
Value—
Invst, LLC
N/A
Shares— from 6,994
Change-6,994 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 6,960
Change-6,960 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 6,960
Change-6,960 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 6,917
Change-6,917 (-100%)
Value—
Altrafin AG
N/A
Shares— from 6,887
Change-6,887 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 6,875
Change-6,875 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 6,829
Change-6,829 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 6,818
Change-6,818 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 6,799
Change-6,799 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 6,769
Change-6,769 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 6,737
Change-6,737 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,717
Change-6,717 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,668
Change-6,668 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 6,659
Change-6,659 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
AlpenGlobal Capital LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Bank OZK
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 6,570
Change-6,570 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 6,521
Change-6,521 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,503
Change-6,503 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 6,502
Change-6,502 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,486
Change-6,486 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 6,445
Change-6,445 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 6,435
Change-6,435 (-100%)
Value—
Miller Value Partners, LLC
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,397
Change-6,397 (-100%)
Value—
Watershed Asset Management, L.L.C.
N/A
Shares— from 6,387
Change-6,387 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
EWA, LLC
N/A
Shares— from 6,341
Change-6,341 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 6,330
Change-6,330 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 6,327
Change-6,327 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 6,267
Change-6,267 (-100%)
Value—
CNB Bank
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 6,180
Change-6,180 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 6,167
Change-6,167 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 6,158
Change-6,158 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 6,136
Change-6,136 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,075
Change-6,075 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,013
Change-6,013 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 5,969
Change-5,969 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 5,966
Change-5,966 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
DC Investments Management, LLC
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,888
Change-5,888 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 5,841
Change-5,841 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 5,807
Change-5,807 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,753
Change-5,753 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
S&CO Inc
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 5,697
Change-5,697 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 5,573
Change-5,573 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 5,489
Change-5,489 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 5,483
Change-5,483 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 5,431
Change-5,431 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 5,406
Change-5,406 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 5,355
Change-5,355 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 5,355
Change-5,355 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 5,286
Change-5,286 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,255
Change-5,255 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 5,249
Change-5,249 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Jones Road Capital Management, L.P.
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 5,151
Change-5,151 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,107
Change-5,107 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 5,099
Change-5,099 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 5,071
Change-5,071 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,065
Change-5,065 (-100%)
Value—
Panoramic Capital, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 4,896
Change-4,896 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 4,807
Change-4,807 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Barrier Capital Management, LLC
N/A
Shares— from 4,782
Change-4,782 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 4,767
Change-4,767 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 4,747
Change-4,747 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
American Trust
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 4,678
Change-4,678 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 4,567
Change-4,567 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 4,539
Change-4,539 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 4,539
Change-4,539 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,517
Change-4,517 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 4,469
Change-4,469 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4,437
Change-4,437 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 4,404
Change-4,404 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 4,228
Change-4,228 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 4,164
Change-4,164 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 4,043
Change-4,043 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
III Capital Management
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Infinitum Asset Management, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 3,915
Change-3,915 (-100%)
Value—
Sentinel Dome Partners, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 3,899
Change-3,899 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 3,829
Change-3,829 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,769
Change-3,769 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 3,618
Change-3,618 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 3,534
Change-3,534 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,516
Change-3,516 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,345
Change-3,345 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,296
Change-3,296 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 3,157
Change-3,157 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 3,063
Change-3,063 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 3,039
Change-3,039 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,031
Change-3,031 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,637
Change-2,637 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,583
Change-2,583 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 2,417
Change-2,417 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Prospect Hill Management, LLC
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Sprucegrove Investment Management LTD
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
IVY Lane Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
CSS LLC
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
AXA S.A.
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
FCA Corp
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
United Bank
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Rangeley Capital, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Bank of Marin
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
General Catalyst Group Management, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
NCP Inc.
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Winmill & Co. Inc
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Bancreek Capital Management, LP
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
One68 Global Capital, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 999
Change-999 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 986
Change-986 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 984
Change-984 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 983
Change-983 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 982
Change-982 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 961
Change-961 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 959
Change-959 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 954
Change-954 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 951
Change-951 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 932
Change-932 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 916
Change-916 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 914
Change-914 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 901
Change-901 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 886
Change-886 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 885
Change-885 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 873
Change-873 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 868
Change-868 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 865
Change-865 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Motley Fool Wealth Management, LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 858
Change-858 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 853
Change-853 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 849
Change-849 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 849
Change-849 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 847
Change-847 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 830
Change-830 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 823
Change-823 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 821
Change-821 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 816
Change-816 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 816
Change-816 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Corient IA LP
N/A
Shares— from 810
Change-810 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 795
Change-795 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 791
Change-791 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 774
Change-774 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 753
Change-753 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 745
Change-745 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 745
Change-745 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 743
Change-743 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 728
Change-728 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 722
Change-722 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 721
Change-721 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 721
Change-721 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 715
Change-715 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 710
Change-710 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Positano Wealth Management Ltd
N/A
Shares— from 698
Change-698 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 693
Change-693 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 685
Change-685 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 682
Change-682 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
S&T Bank
N/A
Shares— from 667
Change-667 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 665
Change-665 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 661
Change-661 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 660
Change-660 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 650
Change-650 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 639
Change-639 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 635
Change-635 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 631
Change-631 (-100%)
Value—
Centennial Bank
N/A
Shares— from 630
Change-630 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 629
Change-629 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 627
Change-627 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 610
Change-610 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 602
Change-602 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 597
Change-597 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 595
Change-595 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 588
Change-588 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 584
Change-584 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 580
Change-580 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
OV Management LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 571
Change-571 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 561
Change-561 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 545
Change-545 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 544
Change-544 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 536
Change-536 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 530
Change-530 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 522
Change-522 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 521
Change-521 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 521
Change-521 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Luxor Capital Group, LP
N/A
Shares— from 520
Change-520 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 520
Change-520 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 514
Change-514 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 512
Change-512 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
JAT Capital Mgmt LP
N/A
Shares— from 507
Change-507 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 506
Change-506 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 500
Change-500 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 494
Change-494 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 494
Change-494 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 485
Change-485 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 482
Change-482 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 481
Change-481 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 480
Change-480 (-100%)
Value—
Sustainable Insight Capital Management, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 473
Change-473 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 464
Change-464 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 462
Change-462 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 456
Change-456 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 456
Change-456 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 455
Change-455 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 455
Change-455 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 454
Change-454 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 446
Change-446 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 440
Change-440 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 431
Change-431 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 419
Change-419 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 417
Change-417 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 410
Change-410 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 408
Change-408 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 405
Change-405 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 396
Change-396 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 388
Change-388 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 385
Change-385 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 383
Change-383 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Toews Corp
N/A
Shares— from 379
Change-379 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 379
Change-379 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 377
Change-377 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 371
Change-371 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 370
Change-370 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 363
Change-363 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 353
Change-353 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 341
Change-341 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 329
Change-329 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 319
Change-319 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 251
Change-251 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 244
Change-244 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 241
Change-241 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 212
Change-212 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Potrero Capital Research LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 189
Change-189 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 170
Change-170 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 137
Change-137 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 126
Change-126 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 115
Change-115 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 111
Change-111 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 79
Change-79 (-100%)
Value—
180 GPS Investments IC Ltd
N/A
Shares— from 78
Change-78 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 50
Change-50 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 43
Change-43 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
10Elms LLP
N/A
Shares— from 42
Change-42 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Quarry LP
N/A
Shares— from 40
Change-40 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 39
Change-39 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 20
Change-20 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 13
Change-13 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED13,752,50913,833,621-81,112-1%$7.8B$10.0B+$2.2B2026-11-05
Dimensional Fund Advisors LP
INCREASED11,944,78811,289,886+654,902+6%$6.4B$8.7B+$2.3B2026-11-04
Sanders Capital, LLC
DECREASED10,798,68810,823,070-24,3820%$6.1B$7.8B+$1.7B2026-11-02
Barclays PLC
INCREASED6,933,4166,575,572+357,844+5%$3.7B$5.0B+$1.3B2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED5,882,8465,539,703+343,143+6%$3.1B$4.3B+$1.1B2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED5,194,9235,153,161+41,762+1%$2.9B$3.8B+$864.5M2026-10-29
Principal Financial Group Inc
DECREASED4,015,0164,066,508-51,492-1%$2.3B$2.9B+$621.0M2026-11-02
Citigroup Inc
DECREASED3,982,7544,618,360-635,606-14%$2.6B$2.9B+$286.7M2026-11-04
Swedbank AB
INCREASED3,509,0382,830,596+678,442+24%$1.6B$2.5B+$950.2M2026-10-27
DekaBank Deutsche Girozentrale
INCREASED2,689,8482,284,020+405,828+18%$1.3M$2.0M+$684.2K2026-10-27
Daiwa Securities Group Inc.
INCREASED2,586,1912,086,013+500,178+24%$1.2B$1.9B+$700.4M2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED2,283,1322,154,711+128,421+6%$1.2B$1.7B+$447.8M2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED1,844,9441,622,134+222,810+14%$913.7M$1.3B+$424.2M2026-10-20
New York State Teachers Retirement System
DECREASED1,640,6721,699,409-58,737-3%$957.3M$1.2B+$232.5M2026-10-22
KBC Group NV
DECREASED1,602,8761,622,009-19,133-1%$913.7M$1.2B+$248.7M2026-10-22
MacKenzie Financial Corp
INCREASED1,591,0671,553,601+37,466+2%$875.1M$1.2B+$278.7M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED1,544,6211,401,052+143,569+10%$789.2M$1.1B+$330.9M2026-11-03
Pictet Asset Management Holding SA
INCREASED1,536,8441,357,773+179,071+13%$764.8M$1.1B+$349.7M2026-11-03
ProShare Advisors LLC
INCREASED1,385,2431,340,186+45,057+3%$754.9M$1.0B+$249.6M2026-10-29
PNC Financial Services Group, Inc.
DECREASED1,373,4261,381,811-8,385-1%$778.4M$996.0M+$217.6M2026-11-06
PFA Pension, Forsikringsaktieselskab
INCREASED1,317,7651,315,407+2,358+0%$741.0M$955.6M+$214.7M2026-11-06
Thrivent Financial for Lutherans
DECREASED1,291,9611,333,275-41,314-3%$751.0M$936.9M+$185.9M2026-11-05
Fifth Third Bancorp
INCREASED1,151,4511,143,343+8,108+1%$644.0M$835.0M+$191.0M2026-11-05
Neos Investment Management LLC
INCREASED1,129,9601,000,247+129,713+13%$563.4M$819.4M+$256.0M2026-11-04
Creative Planning
INCREASED1,112,6561,022,780+89,876+9%$576.1M$806.9M+$230.8M2026-11-02
US Bancorp \de\
DECREASED1,101,3411,105,358-4,0170%$622.6M$798.7M+$176.0M2026-11-05
Alecta Tjanstepension Omsesidigt
DECREASED1,088,0001,090,500-2,5000%$613.8M$789.2M+$175.4M2026-11-02
Asset Management One Co., Ltd.
INCREASED1,078,5531,073,040+5,513+1%$604.4M$782.1M+$177.7M2026-10-27
Harel Insurance Investments & Financial Services Ltd.
INCREASED1,033,352835,826+197,526+24%$470.8M$749.4M+$278.5M2026-11-02
Ninety One UK Ltd
INCREASED1,006,492514,965+491,527+95%$290.1M$729.9M+$439.8M2026-10-15
Eurizon Capital SGR S.p.A.
DECREASED1,000,6901,097,304-96,614-9%$618.1M$728.7M+$110.6M2026-11-06
Assetmark, Inc
DECREASED978,625981,816-3,1910%$553.0M$709.7M+$156.6M2026-10-21
Truist Financial Corp
INCREASED957,700904,882+52,818+6%$509.7M$694.5M+$184.8M2026-10-30
Assenagon Asset Management S.A.
DECREASED953,3811,110,097-156,716-14%$625.3M$691.4M+$66.1M2026-10-15
Fort Washington Investment Advisors Inc
INCREASED938,148930,966+7,182+1%$524.4M$680.3M+$155.9M2026-10-15
Parnassus Investments, LLC
INCREASED936,2469,681+926,565+9571%$5.5M$678.9M+$673.5M2026-10-22
Natixis
DECREASED904,9811,513,748-608,767-40%$852.7M$656.3M-$196.4M2026-11-06
CIBC Asset Management Inc
INCREASED870,530834,297+36,233+4%$469.9M$631.2M+$161.2M2026-11-05
SEB Asset Management AB
INCREASED816,396713,825+102,571+14%$402.1M$592.0M+$189.9M2026-11-04
Flossbach VON Storch SE
INCREASED815,848377,436+438,412+116%$212.6M$591.6M+$379.0M2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED800,777800,288+489+0%$490.5M$581.3M+$90.8M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED773,009374,203+398,806+107%$218.3M$511.3M+$293.0M2026-10-13
Swiss Life Asset Management Ltd
DECREASED768,800833,848-65,048-8%$469.7M$557.5M+$87.8M2026-11-03
Retirement Systems of Alabama
DECREASED758,939777,021-18,082-2%$437.7M$550.4M+$112.7M2026-11-04
Calamos Advisors LLC
INCREASED746,235657,623+88,612+13%$370.4M$541.2M+$170.7M2026-11-02
State of Michigan Retirement System
DECREASED732,004762,054-30,050-4%$429.3M$530.8M+$101.6M2026-10-27
UniSuper Management Pty Ltd
INCREASED713,116689,013+24,103+4%$388.1M$517.1M+$129.0M2026-10-26
State of New Jersey Common Pension Fund D
DECREASED709,489710,344-8550%$400.1M$514.5M+$114.4M2026-11-05
Strs Ohio
DECREASED706,842747,574-40,732-5%$421.1M$512.6M+$91.5M2026-10-30
Exchange Traded Concepts, LLC
INCREASED690,274552,187+138,087+25%$311.0M$500.6M+$189.5M2026-10-28
M&G Plc
DECREASED680,240869,789-189,549-22%$489.7M$493.2M+$3.5M2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED659,159699,247-40,088-6%$393.9M$478.0M+$84.1M2026-10-15
Allen Investment Management, LLC
INCREASED655,212606,318+48,894+8%$341.5M$475.1M+$133.6M2026-11-03
Czech National Bank
INCREASED633,587625,079+8,508+1%$352.1M$459.5M+$107.4M2026-10-13
Arizona State Retirement System
INCREASED616,635609,361+7,274+1%$343.2M$447.2M+$103.9M2026-11-03
Xponance LLC
INCREASED608,190587,820+20,370+3%$331.1M$441.0M+$109.9M2026-11-03
Sustainable Growth Advisers, LP
DECREASED564,072611,981-47,909-8%$344.7M$409.1M+$64.3M2026-10-15
Nykredit A/S
INCREASED547,500522,217+25,283+5%$294.2M$397.0M+$102.9M2026-11-06
Nisa Investment Advisors, LLC
DECREASED541,319558,210-16,891-3%$314.4M$392.6M+$78.1M2026-10-20
Gateway Investment Advisers LLC
INCREASED526,583525,071+1,512+0%$295.8M$381.9M+$86.1M2026-10-13
AMF Tjanstepension AB
DECREASED519,222520,699-1,4770%$293.3M$376.5M+$83.2M2026-10-22
IFM Investors Pty Ltd
INCREASED510,027494,964+15,063+3%$278.8M$369.9M+$91.1M2026-10-14
Commonwealth Equity Services, LLC
DECREASED491,058512,963-21,905-4%$288.9M$356.1M+$67.2M2026-11-02
TD Waterhouse Canada Inc.
INCREASED489,675466,932+22,743+5%$286.4M$355.8M+$69.4M2026-10-16
Rakuten Investment Management, Inc.
INCREASED489,194442,233+46,961+11%$248.8M$361.4M+$112.6M2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED487,188485,047+2,141+0%$273.2M$353.3M+$80.1M2026-11-03
Hyperion Asset Management Ltd
INCREASED475,646474,893+753+0%$267.5M$344.9M+$77.4M2026-10-20
BI Asset Management Fondsmaeglerselskab A/S
INCREASED465,503450,038+15,465+3%$252.8M$336.6M+$83.9M2026-10-22
B. Metzler seel. Sohn & Co. AG
INCREASED446,930434,801+12,129+3%$244.9M$324.1M+$79.2M2026-10-30
Meitav Investment House LTD
DECREASED442,547486,597-44,050-9%$274.1M$321.2M+$47.1M2026-10-28
Amalgamated Bank
DECREASED424,487432,950-8,463-2%$243.9M$307.8M+$64.0M2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED420,531434,173-13,642-3%$244.6M$305.0M+$60.4M2026-10-19
AGF Management LTD
INCREASED416,337375,407+40,930+11%$211.5M$301.9M+$90.5M2026-11-03
Candriam S.C.A.
INCREASED403,580270,724+132,856+49%$152.3M$293.7M+$141.4M2026-11-03
iA Global Asset Management Inc.
INCREASED397,112288,215+108,897+38%$162.3M$288.0M+$125.6M2026-10-29
Banque Pictet & CIE SA
INCREASED380,037343,904+36,133+11%$193.7M$275.6M+$81.9M2026-10-16
Virginia Retirement Systems ET Al
DECREASED379,734417,494-37,760-9%$235.2M$275.4M+$40.2M2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED364,682361,497+3,185+1%$203.6M$264.5M+$60.8M2026-10-20
OP Asset Management Ltd
INCREASED362,461252,533+109,928+44%$142.2M$262.8M+$120.6M2026-11-05
Achmea Investment Management B.V.
INCREASED358,748260,508+98,240+38%$146.7M$260.4M+$113.6M2026-10-30
SP Asset Management LLC
INCREASED346,418340,350+6,068+2%$191.7M$251.2M+$59.5M2026-11-05
Locust Wood Capital Advisers, LLC
INCREASED338,514285,026+53,488+19%$160.6M$245.5M+$84.9M2026-11-03
GF Fund Management Co. Ltd.
INCREASED336,881230,625+106,256+46%$129.9M$244.3M+$114.4M2026-10-26
New York Life Investment Management LLC
INCREASED335,132330,926+4,206+1%$186.4M$243.0M+$56.6M2026-11-04
Compagnie Lombard Odier SCmA
INCREASED325,308319,514+5,794+2%$180.0M$235.9M+$55.9M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED323,719342,242-18,523-5%$192.8M$234.8M+$42.0M2026-11-02
Maj Invest Holding A/S
INCREASED321,233302,931+18,302+6%$170.6K$233.0M+$232.8M2026-10-27
Union Bancaire Privee, UBP SA
INCREASED309,576286,906+22,670+8%$164.7M$234.2M+$69.5M2026-11-04
Lazard Freres Gestion S.A.S.
INCREASED308,061292,388+15,673+5%$164.7M$223.4M+$58.7M2026-11-03
Montrusco Bolton Investments Inc.
DECREASED294,862334,610-39,748-12%$188.5M$213.8M+$25.3M2026-10-13
Quilter Plc
INCREASED290,000276,153+13,847+5%$155.6M$210.3M+$54.7M2026-10-21
Yarbrough Capital, LLC
UNCHANGED283,838283,83800%$159.9M$205.8M+$46.0M2026-10-19
Congress Asset Management Co
DECREASED280,895292,203-11,308-4%$164.6M$203.7M+$39.1M2026-10-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED277,550274,239+3,311+1%$154.5M$201.3M+$46.8M2026-10-23
ABN Amro Investment Solutions
INCREASED277,370179,145+98,225+55%$100.9M$201.1M+$100.2M2026-10-21
Aegon Asset Management UK PLC
DECREASED276,363283,604-7,241-3%$159.8M$200.4M+$40.7M2026-11-04
Kestra Advisory Services, LLC
INCREASED272,204244,084+28,120+12%$137.5M$197.4M+$59.9M2026-11-02
Oregon Public Employees Retirement Fund
INCREASED271,120270,039+1,081+0%$152.1M$196.6M+$44.5M2026-10-30
Chicago Capital, LLC
DECREASED268,712275,618-6,906-3%$155.3M$194.9M+$39.6M2026-10-13
State of Alaska, Department of Revenue
DECREASED265,945272,235-6,290-2%$153.3M$192.9M+$39.5M2026-10-15
Aware Super Pty Ltd as trustee of Aware Super
DECREASED259,457261,097-1,640-1%$147.1M$188.2M+$41.1M2026-10-30
Factory Mutual Insurance Co
DECREASED257,231283,991-26,760-9%$160.0M$186.5M+$26.6M2026-10-30
Sarasin & Partners LLP
DECREASED256,582334,128-77,546-23%$188.2M$186.1M-$2.1M2026-10-13
Temasek Holdings (Private) Ltd
DECREASED255,084297,018-41,934-14%$167.3M$185.0M+$17.7M2026-10-28
Lido Advisors, LLC
INCREASED250,995249,275+1,720+1%$140.4M$181.7M+$41.3M2026-11-04
Antipodes Partners Ltd
INCREASED245,897181,943+63,954+35%$102.5M$178.3M+$75.8M2026-11-05
ASR Vermogensbeheer N.V.
INCREASED241,534229,733+11,801+5%$129.4M$175.2M+$45.8M2026-10-16
Cardano Risk Management B.V.
NEW234,024—+234,024——$169.7M—2026-10-20
LBP AM SA
DECREASED233,215260,037-26,822-10%$146.5M$169.1M+$22.6M2026-11-06
Pacific Heights Asset Management LLC
UNCHANGED230,000230,00000%$129.6M$166.8M+$37.2M2026-11-03
Mutual of America Capital Management LLC
DECREASED227,270228,008-7380%$128.4M$164.8M+$36.4M2026-10-23
Pinnacle Associates LTD
INCREASED224,133203,836+20,297+10%$114.8M$162.5M+$47.7M2026-10-20
Yousif Capital Management, LLC
INCREASED223,537222,514+1,023+0%$125.3M$162.1M+$36.8M2026-10-22
Border to Coast Pensions Partnership Ltd
INCREASED215,955195,999+19,956+10%$110.3M$156.4M+$46.1M2026-10-09
Bank Pictet & Cie (Europe) AG
INCREASED215,902200,252+15,650+8%$112.8M$156.6M+$43.8M2026-10-20
Zevenbergen Capital Investments LLC
DECREASED210,063220,423-10,360-5%$124.2M$152.3M+$28.2M2026-10-08
Glenview Trust Co
INCREASED210,049207,453+2,596+1%$116.9M$152.3M+$35.5M2026-10-28
Markel Group Inc.
DECREASED209,163234,163-25,000-11%$131.9M$151.7M+$19.8M2026-10-30
Midwest Trust Co
INCREASED206,830170,676+36,154+21%$96.1M$150.0M+$53.8M2026-10-22
Cullen T Bankers, Inc.
DECREASED203,240205,270-2,030-1%$115.6M$147.4M+$31.8M2026-10-28
Coronation Fund Managers Ltd.
INCREASED202,207145,195+57,012+39%$81.8M$146.6M+$64.8M2026-10-27
Beau Ventures, LLc
DECREASED200,051200,068-170%$112.7M$145.1M+$32.4M2026-10-14
AIA Group Ltd
DECREASED199,936234,564-34,628-15%$132.1M$145.0M+$12.9M2026-10-30
Davenport & Co LLC
DECREASED197,179245,171-47,992-20%$138.1M$143.5M+$5.4M2026-10-14
Egerton Capital (UK) LLP
NEW192,860—+192,860——$139.9M—2026-10-20
Artemis Investment Management LLP
INCREASED192,25244,755+147,497+330%$25.2M$139.4M+$114.2M2026-10-08
Avanza Fonder AB
INCREASED191,939170,822+21,117+12%$96.2M$139.2M+$43.0M2026-10-13
Illinois Municipal Retirement Fund
DECREASED191,540193,542-2,002-1%$109.0M$138.9M+$29.9M2026-11-05
Generate Investment Management Ltd
INCREASED183,126168,824+14,302+8%$95.1M$132.8M+$37.7M2026-10-14
King Luther Capital Management Corp
DECREASED182,841195,313-12,472-6%$110.0M$132.6M+$22.6M2026-11-05
Ethic Inc.
INCREASED180,043169,248+10,795+6%$95.3M$130.6M+$35.2M2026-11-03
Oppenheimer & Co Inc
DECREASED177,387190,695-13,308-7%$107.4M$128.6M+$21.2M2026-10-26
Louisiana State Employees Retirement System
DECREASED176,300181,200-4,900-3%$102.1M$127.8M+$25.8M2026-10-20
Bahl & Gaynor LLC
INCREASED175,233160,145+15,088+9%$90.2M$127.1M+$36.9M2026-11-05
AlphaCore Capital LLC
INCREASED172,958170,182+2,776+2%$95.9M$125.4M+$29.6M2026-11-04
Gulf International Bank (UK) Ltd
INCREASED170,921169,921+1,000+1%$95.7M$123.9M+$28.2M2026-10-20
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED161,022155,990+5,032+3%$87.9M$116.8M+$28.9M2026-11-06
Salem Investment Counselors Inc
DECREASED157,498158,362-864-1%$89.2M$114.2M+$25.0M2026-10-13
Citizens Financial Group Inc
DECREASED157,286158,845-1,559-1%$89.5M$114.1M+$24.6M2026-10-23
Concurrent Investment Advisors, LLC
INCREASED157,064136,631+20,433+15%$77.0M$113.9M+$36.9M2026-10-16
Vest Financial, LLC
INCREASED156,707134,748+21,959+16%$75.9M$113.6M+$37.7M2026-10-21
Savant Capital, LLC
INCREASED153,544128,719+24,825+19%$74.0M$111.3M+$37.4M2026-11-06
Fisher Funds Management LTD
DECREASED153,287179,034-25,747-14%$100.8M$111.2M+$10.3M2026-10-13
Country Trust Bank
DECREASED152,835183,827-30,992-17%$103.5M$110.8M+$7.3M2026-10-30
Eastern Bank
INCREASED151,949143,920+8,029+6%$81.1M$110.2M+$29.1M2026-10-05
Waters Parkerson & Co., LLC
INCREASED151,827151,331+496+0%$85.2M$110.1M+$24.9M2026-11-04
BSN Capital Partners Ltd
NEW150,000—+150,000——$111.6M—2026-10-23
Welch & Forbes LLC
INCREASED148,779148,710+69+0%$83.8M$107.9M+$24.1M2026-11-04
Axxion S.A.
DECREASED144,127149,642-5,515-4%$73.9M$105.1M+$31.2M2026-10-22
Vise Technologies, Inc.
INCREASED142,371108,485+33,886+31%$61.1M$103.2M+$42.1M2026-10-29
Motley Fool Asset Management LLC
INCREASED140,42087,714+52,706+60%$49.4M$101.8M+$52.4M2026-10-27
Carnegie Investment Counsel
DECREASED140,366142,799-2,433-2%$78.3M$99.0M+$20.8M2026-10-20
Global X Japan Co., Ltd.
DECREASED139,094146,502-7,408-5%$82.5M$100.9M+$18.3M2026-10-21
Atria Investments, Inc
INCREASED139,065122,388+16,677+14%$68.9M$100.8M+$31.9M2026-10-15
Apollon Wealth Management, LLC
DECREASED138,002142,856-4,854-3%$80.5M$100.1M+$19.6M2026-10-23
Nicholas Company, Inc.
INCREASED136,840125,815+11,025+9%$70.9M$99.2M+$28.4M2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED136,835135,475+1,360+1%$76.3M$99.2M+$22.9M2026-10-13
Maryland State Retirement & Pension System
INCREASED134,442118,220+16,222+14%$66.6M$97.5M+$30.9M2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED134,152109,412+24,740+23%$61.6M$97.3M+$35.7M2026-10-27
GC Wealth Management RIA, LLC
INCREASED133,72349,735+83,988+169%$28.0M$97.0M+$69.0M2026-11-02
Keybank National Association
DECREASED131,644134,203-2,559-2%$75.6M$95.5M+$19.9M2026-11-04
Busey Bank
DECREASED130,358131,346-988-1%$74.0M$94.5M+$20.5M2026-10-26
Investment House LLC
DECREASED129,657161,072-31,415-19%$90.7M$94.0M+$3.3M2026-10-21
HB Wealth Management, LLC
INCREASED127,542118,576+8,966+8%$66.8M$92.5M+$25.7M2026-10-23
Nippon Life Global Investors Americas, Inc.
INCREASED125,950118,620+7,330+6%$66.8M$91.3M+$24.5M2026-10-29
Badgley Phelps Wealth Managers, LLC
INCREASED122,656121,778+878+1%$68.6M$88.9M+$20.4M2026-10-22
Kestra Private Wealth Services, LLC
INCREASED122,461120,141+2,320+2%$67.7M$88.8M+$21.1M2026-10-30
Sapient Capital LLC
DECREASED121,954126,778-4,824-4%$71.4M$88.4M+$17.0M2026-10-08
Regions Financial Corp
DECREASED121,566133,455-11,889-9%$75.2M$88.2M+$13.0M2026-11-05
Crestwood Advisors Group, LLC
DECREASED120,725123,970-3,245-3%$69.8M$87.5M+$17.7M2026-10-27
J. Safra Sarasin Holding AG
INCREASED119,625115,007+4,618+4%$65.3M$78.7M+$13.5M2026-10-26
Mondrian Investment Partners LTD
DECREASED118,378209,858-91,480-44%$118.2M$85.8M-$32.4M2026-10-23
Hartford Investment Management Co
DECREASED118,035121,404-3,369-3%$68.4M$85.6M+$17.2M2026-11-04
Brookstone Capital Management
INCREASED117,715108,312+9,403+9%$61.0M$85.4M+$24.4M2026-10-22
Auto-Owners Insurance Co
DECREASED116,813135,835-19,022-14%$76.5M$84.7M+$8.2M2026-10-15
Henshaw Capital LLC
UNCHANGED115,400115,40000%$65.0M$83.7M+$18.7M2026-11-03
SteelPeak Wealth, LLC
DECREASED115,390119,604-4,214-4%$67.4M$83.7M+$16.3M2026-10-16
Chilton Capital Management LLC
DECREASED112,110168,076-55,966-33%$94.7M$81.3M-$13.4M2026-10-28
TrinityBridge Ltd
INCREASED111,48570,835+40,650+57%$39.9M$80.9M+$41.0M2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED110,663106,247+4,416+4%$59.8M$80.3M+$20.4M2026-10-21
Adams Diversified Equity Fund, Inc.
UNCHANGED110,500110,50000%$62.2M$80.1M+$17.9M2026-10-21
Oppenheimer Asset Management Inc.
INCREASED110,417105,680+4,737+4%$59.5M$80.1M+$20.5M2026-10-27
Venture Visionary Partners LLC
INCREASED110,352104,898+5,454+5%$59.1M$80.0M+$20.9M2026-10-07
Vantage Investment Partners, LLC
INCREASED109,90990,342+19,567+22%$50.9M$79.7M+$28.8M2026-10-27
Div Capital Phoenix Assets Ltd
UNCHANGED109,139109,13900%$61.5M$79.1M+$17.7M2026-10-20
New Mexico Educational Retirement Board
UNCHANGED108,850108,85000%$61.3M$78.9M+$17.6M2026-11-05
Annex Advisory Services, LLC
DECREASED106,722110,172-3,450-3%$62.1M$77.4M+$15.3M2026-10-16
Crossmark Global Holdings, Inc.
DECREASED106,614119,765-13,151-11%$67.5M$77.3M+$9.9M2026-10-21
Northeast Investment Management
DECREASED106,177107,930-1,753-2%$60.8M$77.0M+$16.2M2026-10-30
Park Avenue Securities LLC
DECREASED104,946106,211-1,265-1%$59.8M$76.1M+$16.3M2026-10-26
TB Alternative Assets Ltd.
INCREASED104,435102,040+2,395+2%$57.5M$75.7M+$18.3M2026-10-16
Diversify Advisory Services, LLC
DECREASED104,314107,048-2,734-3%$63.6M$76.9M+$13.3M2026-10-20
Diversify Wealth Management, LLC
DECREASED104,314107,048-2,734-3%$63.6M$76.9M+$13.3M2026-10-20
Merit Financial Group, LLC
INCREASED104,25996,543+7,716+8%$54.4M$75.6M+$21.2M2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED104,18996,304+7,885+8%$54.2M$75.6M+$21.3M2026-10-26
Greenleaf Trust
DECREASED104,158106,870-2,712-3%$60.2M$75.5M+$15.3M2026-10-29
Sava Infond d.o.o.
INCREASED103,70044,300+59,400+134%$25.0M$75.2M+$50.2M2026-10-28
Vontobel Holding Ltd.
DECREASED103,434140,709-37,275-26%$79.3M$75.0M-$4.3M2026-10-16
Summit Securities Group LLC
NEW100,745—+100,745——$73.1M—2026-11-05
Hoey Investments, Inc
DECREASED100,448102,276-1,828-2%$57.6M$72.8M+$15.2M2026-10-29
Mirae Asset Securities (USA) Inc.
INCREASED100,42950,246+50,183+100%$28.3M$72.8M+$44.5M2026-10-15
Tokio Marine Asset Management Co LTD
INCREASED100,38697,377+3,009+3%$54.9M$72.8M+$17.9M2026-10-26
Douglas Lane & Associates, LLC
DECREASED100,099103,497-3,398-3%$58.3M$72.6M+$14.3M2026-10-09
Ferguson Wellman Capital Management, Inc
INCREASED99,73558,857+40,878+69%$33.2M$72.3M+$39.2M2026-10-05
Profund Advisors LLC
DECREASED99,696106,678-6,982-7%$60.1M$72.3M+$12.2M2026-10-29
E. Ohman J:or Asset Management AB
INCREASED98,15897,421+737+1%$54.9M$71.2M+$16.3M2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED98,111101,098-2,987-3%$56.9M$71.1M+$14.2M2026-10-05
HUB Investment Partners, LLC
INCREASED98,09295,376+2,716+3%$53.7M$71.1M+$17.4M2026-11-03
Maple Capital Management, Inc.
DECREASED97,09399,704-2,611-3%$56.2M$70.4M+$14.2M2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED96,83983,169+13,670+16%$46.8M$70.2M+$23.4M2026-10-22
D.A. Davidson & Co.
INCREASED96,81792,378+4,439+5%$52.0M$70.2M+$18.2M2026-10-28
Quintet Private Bank (Europe) S.A.
INCREASED96,77469,476+27,298+39%$39.1M$70.2M+$31.0M2026-10-08
Braun Stacey Associates Inc
DECREASED96,558102,559-6,001-6%$57.8M$70.0M+$12.3M2026-10-19
Seizert Capital Partners, LLC
INCREASED96,51377,918+18,595+24%$43.9M$70.0M+$26.1M2026-10-30
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED96,20697,486-1,280-1%$54.9M$69.8M+$14.9M2026-10-21
Prospera Financial Services Inc
INCREASED96,15787,954+8,203+9%$49.6M$59.2M+$9.6M2026-11-04
OAK Ridge Investments LLC
DECREASED95,22199,566-4,345-4%$56.1M$69.1M+$13.0M2026-10-30
Mogy Joel R Investment Counsel Inc
DECREASED94,34795,355-1,008-1%$53.7M$68.4M+$14.7M2026-10-13
First Citizens Bank & Trust Co
INCREASED94,11574,624+19,491+26%$42.0M$68.3M+$26.2M2026-10-14
Williams Jones Wealth Management, Llc.
DECREASED93,876100,585-6,709-7%$56.7M$68.1M+$11.4M2026-11-05
Davidson Investment Advisors
INCREASED93,26789,113+4,154+5%$50.2M$67.6M+$17.4M2026-10-20
Howland Capital Management LLC
DECREASED92,81799,202-6,385-6%$55.9M$67.3M+$11.4M2026-10-22
MKP Capital Management, L.L.C.
NEW92,300—+92,300——$66.9M—2026-11-04
Founders Capital Management, LLC
DECREASED92,27292,541-2690%$52.1M$66.9M+$14.8M2026-10-23
Fishman JAY A LTD
DECREASED90,03192,981-2,950-3%$52.4M$65.3M+$12.9M2026-10-26
Central Securities Corp
UNCHANGED90,00090,00000%$50.7M$65.3M+$14.6M2026-11-06
Parallel Advisors, LLC
INCREASED87,44382,650+4,793+6%$46.6M$63.4M+$16.9M2026-11-03
Farther Finance Advisors, LLC
INCREASED87,33076,700+10,630+14%$43.2M$63.3M+$20.1M2026-10-08
Gradient Investments LLC
DECREASED86,137146,879-60,742-41%$82.7M$62.5M-$20.3M2026-10-08
Triglav Investments, D.O.O.
INCREASED85,54179,704+5,837+7%$44.9M$62.0M+$17.1M2026-11-06
Park National Corp
DECREASED84,93992,967-8,028-9%$52.4M$61.6M+$9.2M2026-10-05
Alphinity Investment Management Pty Ltd
DECREASED84,221130,302-46,081-35%$73.4M$61.1M-$12.3M2026-11-02
Smith Salley Wealth Management
INCREASED82,90080,744+2,156+3%$45.5M$60.1M+$14.6M2026-11-03
Calamos Wealth Management LLC
INCREASED82,57781,829+748+1%$46.1M$59.9M+$13.8M2026-11-02
Choreo, LLC
INCREASED82,30079,853+2,447+3%$45.0M$59.7M+$14.7M2026-10-28
J. L. Bainbridge & Co., Inc.
DECREASED81,85694,719-12,863-14%$53.4M$59.4M+$6.0M2026-10-20
Academy Capital Management
DECREASED81,73384,919-3,186-4%$47.8M$59.3M+$11.4M2026-11-05
Obermeyer Wealth Partners
INCREASED81,62779,955+1,672+2%$45.0M$59.2M+$14.2M2026-10-21
Prime Capital Investment Advisors, LLC
DECREASED80,06780,964-897-1%$45.6M$58.1M+$12.5M2026-10-20
Cohen Klingenstein LLC
INCREASED79,52279,481+41+0%$44.8M$57.7M+$12.9M2026-10-15
Old National Bancorp
INCREASED79,51670,645+8,871+13%$39.8M$57.7M+$17.9M2026-10-20
Howard Capital Management, LLC
DECREASED79,47179,693-2220%$44.9M$57.6M+$12.7M2026-10-16
Kornitzer Capital Management Inc
DECREASED78,21582,907-4,692-6%$46.7M$56.7M+$10.0M2026-11-03
Argent Capital Management LLC
DECREASED77,67582,185-4,510-5%$46.3M$56.3M+$10.0M2026-10-05
Community Trust & Investment Co
DECREASED77,60777,721-1140%$43.8M$56.3M+$12.5M2026-10-15
Alta Capital Management LLC/
DECREASED77,04889,680-12,632-14%$50.5M$55.9M+$5.4M2026-10-26
China Universal Asset Management Co., Ltd.
INCREASED76,93860,897+16,041+26%$34.3M$56.7M+$22.4M2026-10-28
Washington Trust Co
INCREASED76,30474,863+1,441+2%$42.2M$55.3M+$13.2M2026-10-22
Raiffeisen Bank International AG
INCREASED75,61163,361+12,250+19%$35.6M$55.9M+$20.2M2026-10-28
Imc-Chicago, LLC
DECREASED75,142404,082-328,940-81%$227.6M$54.5M-$173.1M2026-11-05
Meyer Handelman Co
INCREASED73,89470,707+3,187+5%$39.8M$53.6M+$13.8M2026-10-28
Troy Asset Management Ltd
DECREASED73,70785,011-11,304-13%$47.9M$53.5M+$5.6M2026-10-28
NAN Fung Trinity (HK) Ltd
INCREASED73,40337,360+36,043+96%$21.0M$53.2M+$32.2M2026-11-06
Avity Investment Management Inc.
DECREASED72,54986,942-14,393-17%$49.0M$52.6M+$3.6M2026-10-09
Franklin Street Advisors Inc
INCREASED71,87562,824+9,051+14%$35.4M$52.1M+$16.7M2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED71,76266,600+5,162+8%$37.5M$52.0M+$14.5M2026-11-05
Trust Co of Vermont
INCREASED71,01969,372+1,647+2%$39.1M$51.5M+$12.4M2026-10-21
Compound Planning, Inc.
INCREASED70,88769,044+1,843+3%$38.9M$51.4M+$12.5M2026-11-05
Perigon Wealth Management, LLC
DECREASED70,25475,303-5,049-7%$42.4M$50.9M+$8.5M2026-10-22
Generali Powszechne Towarzystwo Emerytalne
INCREASED70,25050,000+20,250+41%$28.2M$50.9M+$22.8M2026-11-06
Clearstead Advisors, LLC
DECREASED69,94271,960-2,018-3%$40.5M$50.7M+$10.2M2026-11-06
Univest Financial Corp
INCREASED69,57363,725+5,848+9%$35.9M$50.5M+$14.6M2026-11-05
Sterling Capital Management LLC
DECREASED68,95071,579-2,629-4%$40.3M$50.0M+$9.7M2026-10-22
Munich Reinsurance Co Stock Corp in Munich
DECREASED68,38789,665-21,278-24%$50.5M$49.6M-$914.5K2026-10-30
Washington Trust Advisors, Inc.
DECREASED67,74467,808-640%$38.2M$49.1M+$10.9M2026-10-22
Parthenon LLC
INCREASED67,68367,543+140+0%$38.0M$49.1M+$11.0M2026-10-22
North Dakota State Investment Board
INCREASED67,32564,930+2,395+4%$36.6M$48.8M+$12.2M2026-10-27
Signaturefd, LLC
INCREASED66,69962,989+3,710+6%$35.5M$48.4M+$12.9M2026-10-23
Rubicon Global Capital Ltd
UNCHANGED66,55766,55700%$37.5M$48.3M+$10.8M2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED66,28859,413+6,875+12%$33.4M$48.1M+$14.6M2026-10-13
Loftus Peak Pty Ltd
DECREASED66,25783,565-17,308-21%$47.1M$48.0M+$976.9K2026-10-15
Boston Trust Walden Corp
DECREASED66,04595,112-29,067-31%$53.6M$47.9M-$5.7M2026-10-30
Arga Investment Management, LP
NEW66,026—+66,026——$47.9M—2026-10-30
Waycross Partners, LLC
DECREASED65,87080,085-14,215-18%$45.1M$47.8M+$2.7M2026-11-03
National Mutual Insurance Federation of Agricultural Cooperatives
DECREASED65,60092,600-27,000-29%$52.2M$47.6M-$4.6M2026-10-28
Wedmont Private Capital
INCREASED65,59645,383+20,213+45%$30.4M$47.3M+$16.9M2026-10-09
Marathon Asset Management Ltd
DECREASED65,27185,206-19,935-23%$48.0M$47.3M-$659.8K2026-10-26
Guinness Asset Management LTD
INCREASED65,10365,099+4+0%$36.7M$47.2M+$10.5M2026-11-05
Ranmore Fund Management Ltd
INCREASED65,00060,000+5,000+8%$33.8M$47.1M+$13.3M2026-10-20
Bokf, NA
DECREASED64,54869,255-4,707-7%$39.0M$46.8M+$7.8M2026-10-27
Eulav Asset Management
INCREASED64,50864,505+30%$36.3M$46.8M+$10.4M2026-10-23
WP Advisors, LLC
INCREASED63,88543,418+20,467+47%$24.5M$46.3M+$21.9M2026-10-22
Applied Finance Capital Management, LLC
DECREASED63,81964,450-631-1%$36.3M$46.3M+$10.0M2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED63,76451,034+12,730+25%$32.2M$46.0M+$13.7M2026-10-13
Gamma Investing LLC
INCREASED63,44955,991+7,458+13%$31.5M$46.0M+$14.5M2026-10-08
Nexus Investment Management ULC
DECREASED62,91162,960-490%$35.5M$45.6M+$10.2M2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED62,76261,663+1,099+2%$34.7M$45.5M+$10.8M2026-10-22
Associated Banc-Corp
DECREASED61,73563,839-2,104-3%$36.0M$44.8M+$8.8M2026-10-30
WestEnd Advisors, LLC
INCREASED61,47055,937+5,533+10%$31.5M$44.6M+$13.1M2026-10-27
Meridian Wealth Management, LLC
INCREASED61,45857,460+3,998+7%$32.4M$44.6M+$12.2M2026-11-05
Y.D. More Investments Ltd
INCREASED60,97152,407+8,564+16%$29.5M$44.4M+$14.9M2026-11-02
Alps Advisors Inc
INCREASED60,78540,306+20,479+51%$22.7M$44.1M+$21.4M2026-11-03
GoalVest Advisory LLC
INCREASED60,6714,169+56,502+1355%$2.3M$4.7M+$2.3M2026-10-02
GAM Holding AG
INCREASED59,16757,863+1,304+2%$32.6M$42.9M+$10.3M2026-11-03
Quadrant Capital Group LLC
INCREASED59,03056,609+2,421+4%$31.9M$45.0M+$13.1M2026-10-20
Bailard, Inc.
DECREASED58,78959,306-517-1%$33.4M$42.6M+$9.2M2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED58,68053,815+4,865+9%$30.3M$42.6M+$12.2M2026-10-29
S-Bank Fund Management Ltd
INCREASED58,51237,856+20,656+55%$21.3M$42.4M+$21.1M2026-11-06
Empire Life Investments Inc.
INCREASED57,48735,874+21,613+60%$20.2M$41.7M+$21.5M2026-11-06
Securian Asset Management, Inc
DECREASED57,31358,370-1,057-2%$37.7M$41.6M+$3.9M2026-11-06
Knights of Columbus Asset Advisors LLC
INCREASED57,14347,574+9,569+20%$26.8M$41.4M+$14.6M2026-11-05
Lyell Wealth Management, LP
INCREASED57,11556,248+867+2%$31.7M$41.4M+$9.7M2026-10-30
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED57,08557,385-300-1%$32.3M$41.4M+$9.1M2026-11-03
Tamar Securities, LLC
DECREASED56,49557,319-824-1%$32.3M$41.0M+$8.7M2026-11-03
Wedbush Securities Inc
DECREASED55,93058,121-2,191-4%$32.7M$40.6M+$7.8M2026-10-22
MGO One Seven LLC
DECREASED55,68057,219-1,539-3%$32.2M$40.4M+$8.1M2026-10-28
CWA Asset Management Group, LLC
DECREASED54,93355,048-1150%$31.0M$39.8M+$8.8M2026-10-19
Americana Partners, LLC
DECREASED54,90661,214-6,308-10%$34.5M$39.8M+$5.3M2026-10-28
Wesbanco Bank Inc
DECREASED54,90481,805-26,901-33%$46.1M$39.8M-$6.3M2026-11-04
Plato Investment Management Ltd
INCREASED54,84352,003+2,840+5%$29.1M$39.9M+$10.8M2026-11-05
Ascent Group, LLC
INCREASED54,60853,501+1,107+2%$30.1M$39.6M+$9.5M2026-10-30
Leonteq Securities AG
DECREASED54,513181,585-127,072-70%$102.3M$39.5M-$62.8M2026-10-29
Brighton Jones LLC
INCREASED54,45052,096+2,354+5%$29.3M$39.5M+$10.1M2026-11-03
Joel Isaacson & Co., LLC
DECREASED54,40654,477-710%$30.7M$39.5M+$8.8M2026-11-05
Pittenger & Anderson Inc
INCREASED52,95549,963+2,992+6%$28.1M$38.4M+$10.3M2026-11-02
United Asset Strategies, Inc.
INCREASED52,27752,134+143+0%$29.4M$37.9M+$8.5M2026-10-28
Baskin Financial Services Inc.
DECREASED52,21253,073-861-2%$29.9K$37.9M+$37.8M2026-10-19
Generali Asset Management SPA SGR
DECREASED51,81252,237-425-1%$29.4M$37.6M+$8.1M2026-10-26
Belvedere Trading LLC
INCREASED51,03043,251+7,779+18%$24.4M$37.0M+$12.6M2026-11-05
JIA Investment Alliance Pte. Ltd.
UNCHANGED51,00051,00000%$28.7M$37.0M+$8.3M2026-10-06
Praxis Investment Management Inc
DECREASED50,72451,211-487-1%$28.8M$36.8M+$7.9M2026-11-03
Highland Capital Management, LLC
INCREASED50,70939,284+11,425+29%$22.1M$36.8M+$14.6M2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED50,51951,067-548-1%$28.8M$36.6M+$7.9M2026-11-03
Archon Partners LLC
UNCHANGED50,00050,00000%$28.2M$36.3M+$8.1M2026-10-26
Cache Advisors, LLC
INCREASED49,82948,523+1,306+3%$27.3M$36.1M+$8.8M2026-10-16
Narwhal Capital Management
INCREASED48,37647,775+601+1%$26.9M$35.1M+$8.2M2026-11-04
Baker Avenue Asset Management, LP
INCREASED48,25447,553+701+1%$26.8M$35.0M+$8.2M2026-11-06
Third View Private Wealth, LLC
INCREASED48,14046,684+1,456+3%$26.3M$34.9M+$8.6M2026-10-30
Independent Financial Group, LLC
DECREASED47,86152,096-4,235-8%$29.3M$34.7M+$5.4M2026-10-13
Partners Wealth Management, LLC
NEW47,672—+47,672——$34.6M—2026-10-28
SBI Securities Co., Ltd.
DECREASED47,66450,459-2,795-6%$28.4M$34.6M+$6.1M2026-10-22
J.W. Cole Advisors, Inc.
INCREASED47,60847,101+507+1%$26.5M$34.5M+$8.0M2026-11-05
IFP Advisors, Inc
INCREASED47,41741,474+5,943+14%$23.4M$34.4M+$11.0M2026-10-16
Bellecapital International Ltd.
INCREASED47,05344,907+2,146+5%$25.3M$34.1M+$8.8M2026-10-21
Florida Trust Wealth Management Co
DECREASED46,83246,914-820%$26.4M$34.0M+$7.5M2026-11-05
Nemes Rush Group LLC
INCREASED46,62246,284+338+1%$26.1M$33.8M+$7.7M2026-11-04
Heritage Investors Management Corp
DECREASED46,30348,434-2,131-4%$27.3M$33.6M+$6.3M2026-10-29
Synergy Asset Management, LLC
DECREASED46,20751,048-4,841-9%$28.8M$33.5M+$4.8M2026-11-05
Petredis Investment Advisors LLC
INCREASED45,59345,459+134+0%$25.6M$33.1M+$7.5M2026-10-20
Yelin Lapidot Holdings Management Ltd.
INCREASED45,53039,487+6,043+15%$22.2M$33.0M+$10.8M2026-10-26
First American Bank
DECREASED45,49645,789-293-1%$25.8M$33.0M+$7.2M2026-10-27
Jacobs & Co
DECREASED45,22145,964-743-2%$25.9K$32.8M+$32.8M2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED44,80943,780+1,029+2%$24.7M$32.5M+$7.8M2026-10-29
CX Institutional
DECREASED44,66850,292-5,624-11%$28.3K$32.4K+$4.1K2026-10-02
Level Four Advisory Services, LLC
DECREASED44,63144,855-2240%$25.3M$32.4M+$7.1M2026-11-06
Fulton Bank, N.A.
DECREASED44,37244,868-496-1%$25.3M$32.2M+$6.9M2026-10-14
Quantum Private Wealth, LLC
DECREASED43,93045,012-1,082-2%$25.4M$31.9M+$6.5M2026-10-20
Steel Grove Capital Advisors, LLC
INCREASED43,83543,436+399+1%$24.5M$31.8M+$7.3M2026-10-13
GW Henssler & Associates LTD
INCREASED43,61043,446+164+0%$24.5M$31.6M+$7.2M2026-10-26
Ritholtz Wealth Management
INCREASED42,87741,011+1,866+5%$23.1M$31.1M+$8.0M2026-11-05
Provident Investment Management, Inc.
DECREASED42,66945,884-3,215-7%$25.8M$30.9M+$5.1M2026-10-23
Frank, Rimerman Advisors LLC
INCREASED42,43542,235+200+0%$23.8M$30.8M+$7.0M2026-10-16
Dynamic Advisor Solutions LLC
INCREASED42,32541,064+1,261+3%$23.1M$30.7M+$7.6M2026-10-13
Generali Investments, Management Co LLC
INCREASED42,03741,249+788+2%$23.2M$30.5M+$7.2M2026-10-19
Evergreen Capital Management LLC
DECREASED42,00243,197-1,195-3%$24.3M$30.5M+$6.1M2026-10-23
Strategic Planning Group, LLC
INCREASED41,92940,698+1,231+3%$22.9M$30.4M+$7.5M2026-10-22
Valeo Financial Advisors, LLC
DECREASED41,73546,156-4,421-10%$26.0M$30.3M+$4.3M2026-10-08
Foyston, Gordon & Payne Inc
DECREASED41,71542,441-726-2%$23.9M$30.3M+$6.3M2026-11-02
Draper Asset Management, LLC
INCREASED41,53637,787+3,749+10%$21.3M$30.1M+$8.8M2026-10-09
First National Trust Co
DECREASED41,33644,794-3,458-8%$25.2M$30.0M+$4.7M2026-10-28
Moran Wealth Management, LLC
INCREASED41,32339,135+2,188+6%$22.0M$30.0M+$7.9M2026-10-22
Valley Wealth Managers, Inc.
DECREASED41,23041,509-279-1%$23.4M$29.9M+$6.5M2026-10-09
Genoa Capital Gestora de Recursos Ltda.
NEW41,202—+41,202——$29.9M—2026-10-20
Tran Capital Management, L.P.
DECREASED41,16741,933-766-2%$23.6M$29.9M+$6.2M2026-10-19
Nixon Peabody Trust Co
INCREASED41,09139,331+1,760+4%$22.2M$29.8M+$7.6M2026-10-23
Davis-Rea Ltd.
INCREASED41,01040,030+980+2%$22.5M$29.7M+$7.2M2026-10-13
Vanderbilt University
INCREASED40,50730,661+9,846+32%$17.3M$29.4M+$12.1M2026-11-02
71 West Capital Partners
INCREASED40,40839,359+1,049+3%$22.2M$29.3M+$7.1M2026-11-04
Chicago Partners Investment Group LLC
INCREASED40,17638,735+1,441+4%$23.5M$25.8M+$2.3M2026-10-27
Masterinvest Kapitalanlage GmbH
INCREASED40,15436,633+3,521+10%$20.6M$29.1M+$8.5M2026-11-03
Beaumont Financial Advisors, LLC
DECREASED40,01340,252-239-1%$22.7M$29.0M+$6.3M2026-10-22
Abner Herrman & Brock LLC
DECREASED39,88440,269-385-1%$22.7K$28.9M+$28.9M2026-10-20
VestGen Advisors, LLC
DECREASED39,35243,086-3,734-9%$24.3M$28.5M+$4.3M2026-10-27
PKO Investment Management Joint-Stock Co
INCREASED39,00836,000+3,008+8%$20.3M$28.3M+$8.0M2026-10-19
Coastline Trust Co
DECREASED38,93142,513-3,582-8%$23.9M$28.2M+$4.3M2026-10-01
WealthPlan Investment Management, LLC
DECREASED38,91840,971-2,053-5%$23.1M$28.2M+$5.1M2026-10-15
Daymark Wealth Partners, LLC
INCREASED38,90035,435+3,465+10%$20.0M$28.2M+$8.2M2026-11-04
Baxter Bros Inc
INCREASED38,74538,604+141+0%$21.7M$28.1M+$6.4M2026-11-04
Sowell Financial Services LLC
INCREASED38,70037,116+1,584+4%$20.9M$28.1M+$7.2M2026-10-23
Matrix Asset Advisors Inc
INCREASED38,58137,665+916+2%$21.2M$28.0M+$6.8M2026-10-13
Suncoast Equity Management
DECREASED38,50739,843-1,336-3%$22.4M$27.9M+$5.5M2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED38,12338,113+10+0%$21.5M$27.6M+$6.2M2026-10-23
Manitou Investment Management Ltd.
DECREASED37,76642,384-4,618-11%$23.9M$27.4M+$3.5M2026-10-15
Blue Fin Capital, Inc.
DECREASED37,72937,977-248-1%$21.4M$27.4M+$6.0M2026-10-28
Jefferies Financial Group Inc.
DECREASED37,556243,168-205,612-85%$137.0M$27.2M-$109.7M2026-11-05
CenterBook Partners LP
DECREASED37,14975,888-38,739-51%$42.7M$26.9M-$15.8M2026-11-02
Three Bridge Wealth Advisors, LLC
INCREASED37,09337,087+6+0%$20.9M$26.9M+$6.0M2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED37,04639,937-2,891-7%$22.5M$26.9M+$4.4M2026-10-22
Levin Capital Strategies, L.P.
INCREASED36,83615,649+21,187+135%$8.8M$26.7M+$17.9M2026-11-02
Fideuram Asset Management (Ireland) dac
INCREASED36,71516,840+19,875+118%$10.2M$23.5M+$13.3M2026-10-29
Spire Wealth Management
DECREASED36,57842,751-6,173-14%$24.1M$26.5M+$2.4M2026-10-30
Bennett Selby Investments LP
INCREASED36,49136,072+419+1%$20.3M$26.5M+$6.1M2026-10-19
Chesley Taft & Associates LLC
DECREASED36,39437,262-868-2%$21.0M$26.4M+$5.4M2026-10-13
Mezzasalma Advisors, LLC
DECREASED36,28036,445-1650%$20.5M$26.3M+$5.8M2026-10-14
Azzad Asset Management Inc
DECREASED36,18936,297-1080%$20.4M$26.2M+$5.8M2026-11-04
Eagle Rock Investment Company, LLC
INCREASED36,13234,510+1,622+5%$19.4M$26.2M+$6.8M2026-10-21
Bender Robert & Associates
DECREASED36,10536,173-680%$20.4M$26.2M+$5.8M2026-10-21
DDD Partners, LLC
INCREASED35,91533,197+2,718+8%$18.7M$26.0M+$7.3M2026-11-02
Harbor Capital Advisors, Inc.
INCREASED35,72534,819+906+3%$19.6M$25.9M+$6.3M2026-10-22
Elite Wealth Management, Inc.
INCREASED35,43322,056+13,377+61%$12.4M$25.7M+$13.3M2026-11-03
Turtle Creek Wealth Advisors, LLC
INCREASED35,43133,044+2,387+7%$18.6M$25.7M+$7.1M2026-10-15
Overbrook Management Corp
DECREASED35,17840,583-5,405-13%$22.9M$25.5M+$2.7M2026-10-08
Private Capital Advisors, Inc.
DECREASED34,61435,057-443-1%$19.7M$25.1M+$5.4M2026-10-06
Central Trust Co
DECREASED34,22334,466-243-1%$19.4M$24.8M+$5.4M2026-11-05
TenCore Partners, LP
DECREASED34,14236,112-1,970-5%$20.3M$24.8M+$4.4M2026-11-05
Nfsg Corp
INCREASED34,04628,876+5,170+18%$16.3M$24.7M+$8.4M2026-10-15
RFG Advisory, LLC
INCREASED33,92429,810+4,114+14%$16.8M$24.6M+$7.8M2026-11-03
Mesirow Financial Investment Management, Inc.
DECREASED33,70434,019-315-1%$19.2M$24.4M+$5.3M2026-11-05
Larson Financial Group LLC
INCREASED33,55424,224+9,330+39%$13.6M$24.3M+$10.7M2026-11-05
Greenwood Gearhart LLC
INCREASED33,43032,527+903+3%$18.3M$24.2M+$5.9M2026-11-02
Pictet North America Advisors SA
INCREASED33,41531,146+2,269+7%$17.5M$24.2M+$6.7M2026-10-21
Sigma Planning Corp
DECREASED33,35636,147-2,791-8%$20.4M$24.2M+$3.8M2026-10-23
KMG Fiduciary Partners, LLC
INCREASED33,14032,792+348+1%$18.5M$24.0M+$5.6M2026-10-14
Meiji Yasuda America Inc
INCREASED33,12726,695+6,432+24%$15.0M$24.0M+$9.0M2026-10-22
Hartline Investment Corp/
INCREASED33,10431,201+1,903+6%$17.6M$24.0M+$6.4M2026-10-29
Lazari Capital Management, Inc.
INCREASED33,06832,911+157+0%$18.5M$24.0M+$5.4M2026-10-20
Cyndeo Wealth Partners, LLC
INCREASED32,96432,366+598+2%$18.2M$23.9M+$5.7M2026-10-16
Wilmington Savings Fund Society, FSB
DECREASED32,79733,141-344-1%$18.7M$23.8M+$5.1M2026-10-23
Mission Wealth Management, LP
DECREASED32,77856,903-24,125-42%$32.1M$23.8M-$8.3M2026-10-15
Bdf-Gestion
DECREASED32,77842,347-9,569-23%$2.0M$23.8M+$21.8M2026-10-19
Richard C. Young & Co., Ltd.
INCREASED32,58931,854+735+2%$17.9M$23.6M+$5.7M2026-11-04
Sawgrass Asset Management LLC
INCREASED32,51623,816+8,700+37%$13.4M$23.6M+$10.2M2026-11-03
Legacy Advisors, LLC
DECREASED32,44733,678-1,231-4%$19.0M$23.5M+$4.6M2026-10-19
Gryphon Financial Partners LLC
INCREASED32,34031,757+583+2%$17.9M$23.5M+$5.6M2026-11-04
Blue Zone Wealth Advisors, LLC
INCREASED32,19431,928+266+1%$18.0M$23.3M+$5.4M2026-10-19
General American Investors Co Inc
UNCHANGED32,00032,00000%$18.0M$23.2M+$5.2M2026-11-02
Sagespring Wealth Partners, LLC
INCREASED31,90229,688+2,214+7%$16.7M$23.1M+$6.4M2026-10-22
Capital Investment Advisors, LLC
INCREASED31,88431,838+46+0%$17.9M$23.1M+$5.2M2026-10-22
Nations Financial Group Inc,
DECREASED31,52433,408-1,884-6%$18.8M$22.9M+$4.0M2026-11-05
Rockline Wealth Management, LLC
DECREASED31,46632,263-797-2%$18.2M$22.8M+$4.6M2026-10-26
SAX Wealth Advisors, LLC
INCREASED31,4578,285+23,172+280%$4.7M$22.8M+$18.1M2026-10-13
CFM Wealth Partners LLC
DECREASED31,33431,789-455-1%$17.9M$22.7M+$4.8M2026-11-05
Lmcg Investments, LLC
INCREASED31,24026,521+4,719+18%$14.9M$22.7M+$7.7M2026-10-21
Maxi Investments CY Ltd
DECREASED31,20045,579-14,379-32%$25.7M$22.6M-$3.0M2026-10-26
Sepio Capital, LP
DECREASED31,07035,394-4,324-12%$19.9M$22.5M+$2.6M2026-10-22
Payden & Rygel
INCREASED31,03023,410+7,620+33%$13.2M$22.5M+$9.3M2026-10-28
Unicom Systems, Inc.
UNCHANGED30,98530,98500%$17.5M$22.5M+$5.0M2026-10-13
Strategic Wealth Investment Group, LLC
DECREASED30,94731,747-800-3%$17.9M$22.4M+$4.6M2026-10-29
GHP Investment Advisors, Inc.
INCREASED30,78730,248+539+2%$17.0M$22.3M+$5.3M2026-10-15
KTF Investments, LLC
DECREASED30,63832,597-1,959-6%$18.4M$22.2M+$3.9M2026-10-23
Neumann Advisory Hong Kong Ltd
UNCHANGED30,53730,53700%$17.2K$22.1M+$22.1M2026-10-08
Cortland Associates Inc
DECREASED30,52031,886-1,366-4%$18.0M$22.1M+$4.2M2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED30,44930,444+5+0%$20.1M$21.5M+$1.4M2026-10-21
Soltis Investment Advisors LLC
INCREASED30,41026,836+3,574+13%$15.1M$22.1M+$6.9M2026-10-28
F&V Capital Management, LLC
INCREASED30,36630,222+144+0%$17.0M$22.0M+$5.0M2026-10-19
Appleton Partners Inc
DECREASED30,27134,052-3,781-11%$19.2M$22.0M+$2.8M2026-10-30
Hosking Partners LLP
NEW30,225—+30,225——$21.9M—2026-10-21
City Holding Co
INCREASED30,21330,035+178+1%$16.9M$21.9M+$5.0M2026-10-19
Krilogy Financial LLC
INCREASED30,19428,225+1,969+7%$15.9M$22.4M+$6.5M2026-10-13
Harbour Trust & Investment Management Co
DECREASED29,88430,609-725-2%$17.2M$21.7M+$4.4M2026-10-28
Means Investment Co., Inc.
DECREASED29,60230,446-844-3%$17.1M$21.5M+$4.3M2026-11-03
Montaka Global Pty Ltd
INCREASED29,56426,035+3,529+14%$14.7M$21.4M+$6.8M2026-11-05
Axxcess Wealth Management, LLC
DECREASED29,41054,120-24,710-46%$30.5M$21.3M-$9.2M2026-10-21
Guyasuta Investment Advisors Inc
DECREASED29,21429,503-289-1%$16.6M$21.2M+$4.6M2026-10-15
Wilson Asset Management (International) PTY LTD
NEW29,209—+29,209——$21.2M—2026-10-26
Spectrum Financial Alliance Ltd LLC
INCREASED28,85227,488+1,364+5%$15.5M$20.9M+$5.4M2026-10-29
Westbourne Investment Advisors, Inc.
INCREASED28,80227,786+1,016+4%$15.7M$20.9M+$5.2M2026-10-20
Everest Financial Group LLC
INCREASED28,78127,592+1,189+4%$15.5M$20.9M+$5.3M2026-11-06
Stenger Family Office, LLC
INCREASED28,75527,349+1,406+5%$15.4M$21.9M+$6.5M2026-10-22
Rockland Trust Co
DECREASED28,72030,564-1,844-6%$17.2M$20.8M+$3.6M2026-10-05
Kingswood Wealth Advisors, LLC
INCREASED28,65327,877+776+3%$15.7M$20.8M+$5.1M2026-10-23
Crystal Rock Capital Management
UNCHANGED28,62628,62600%$16.1M$20.8M+$4.6M2026-10-28
Maytree Asset Management Ltd
NEW28,554—+28,554——$20.7M—2026-10-29
Clifford Swan Investment Counsel LLC
DECREASED28,27330,430-2,157-7%$17.1M$20.5M+$3.4M2026-11-05
Simplicity Wealth,LLC
INCREASED28,26125,554+2,707+11%$14.4M$20.5M+$6.1M2026-10-23
Fulcrum Asset Management LLP
INCREASED28,14427,270+874+3%$15.3M$20.8M+$5.5M2026-11-04
Asio Capital, LLC
INCREASED28,10526,742+1,363+5%$15.1M$20.4M+$5.3M2026-10-19
Verdence Capital Advisors LLC
INCREASED28,06323,733+4,330+18%$13.4M$20.4M+$7.0M2026-10-26
Avestar Capital, LLC
DECREASED28,06079,905-51,845-65%$45.0M$20.3M-$24.7M2026-10-28
C WorldWide Group Holding A/S
DECREASED28,03628,283-247-1%$15.9M$20.3M+$4.4M2026-11-04
University of Texas S AM Investment Management Co
INCREASED27,85624,369+3,487+14%$13.7M$20.2M+$6.5M2026-11-03
DE Burlo Group Inc
INCREASED27,75015,750+12,000+76%$8.9M$20.1M+$11.3M2026-11-05
TD Private Client Wealth LLC
INCREASED27,28325,707+1,576+6%$14.5M$19.8M+$5.3M2026-10-28
Sierra Summit Advisors LLC
INCREASED26,91026,801+109+0%$15.1M$19.5M+$4.4M2026-10-28
Segment Wealth Management, LLC
INCREASED26,90026,484+416+2%$14.9M$19.5M+$4.6M2026-10-26
Eagle Global Advisors LLC
DECREASED26,83927,676-837-3%$15.6M$19.5M+$3.9M2026-11-02
Burney Co/
DECREASED26,82555,779-28,954-52%$31.4M$19.5M-$12.0M2026-10-15
Aviance Capital Partners, LLC
INCREASED26,58226,359+223+1%$14.8M$19.3M+$4.4M2026-10-29
Parr Mcknight Wealth Management Group, LLC
DECREASED26,27127,085-814-3%$15.3M$19.1M+$3.8M2026-10-30
Tema Etfs LLC
INCREASED26,16124,922+1,239+5%$14.0M$19.0M+$4.9M2026-10-16
Sendero Wealth Management, LLC
INCREASED25,70118,410+7,291+40%$10.4M$18.6M+$8.3M2026-10-14
Granite Investment Partners, LLC
DECREASED25,20627,867-2,661-10%$15.7M$18.3M+$2.6M2026-11-04
Occidental Asset Management, LLC
INCREASED25,16123,245+1,916+8%$13.1M$18.2M+$5.2M2026-11-05
Phraction Management LLC
INCREASED25,14415,964+9,180+58%$9.0M$18.2M+$9.2M2026-10-14
Mirador Capital Partners LP
INCREASED25,11624,857+259+1%$14.0M$18.2M+$4.2M2026-10-09
Ardent Capital Management, Inc.
INCREASED25,02424,657+367+1%$13.9M$18.1M+$4.3M2026-10-16
First Merchants Corp
INCREASED25,00921,992+3,017+14%$12.4M$18.1M+$5.7M2026-10-15
LRZ Capital LLC
NEW24,870—+24,870——$18.0M—2026-11-05
Codex Capital Asset Management L.L.C.
UNCHANGED24,86024,86000%$14.0M$18.0M+$4.0M2026-10-30
Trifecta Capital Advisors, LLC
INCREASED24,78824,284+504+2%$13.7M$18.0M+$4.3M2026-10-21
Oxler Private Wealth LLC
DECREASED24,25024,264-140%$13.7M$17.6M+$3.9M2026-10-21
Trust Asset Management LLC
DECREASED24,22524,279-540%$13.7M$17.6M+$3.9M2026-11-03
S.E.E.D. Planning Group LLC
INCREASED24,20022,906+1,294+6%$12.9M$17.5M+$4.6M2026-10-07
BG Investment Services, LLC
INCREASED24,081547+23,534+4302%$308.1K$17.5M+$17.2M2026-10-23
Summit Global Investments
INCREASED24,00219,327+4,675+24%$10.9M$17.4M+$6.5M2026-10-28
Principle Wealth Partners LLC
INCREASED23,99923,496+503+2%$13.2M$17.4M+$4.2M2026-11-02
Washington Trust Bank
DECREASED23,96025,185-1,225-5%$14.2M$17.4M+$3.2M2026-11-03
EverSource Wealth Advisors, LLC
DECREASED23,95924,259-300-1%$13.7M$17.4M+$3.7M2026-11-04
First Horizon Corp
DECREASED23,90024,154-254-1%$13.6M$17.3M+$3.7M2026-10-26
Cornerstone Wealth Group, LLC
INCREASED23,73623,262+474+2%$13.1M$17.2M+$4.1M2026-11-02
Sovran Advisors, LLC
INCREASED23,62522,461+1,164+5%$13.3M$14.8M+$1.4M2026-11-02
Albion Financial Group
INCREASED23,57223,260+312+1%$13.1M$17.1M+$4.0M2026-10-21
Bryn Mawr Trust Advisors, LLC
INCREASED23,56023,548+12+0%$13.3M$17.1M+$3.8M2026-11-04
LEE Danner & Bass Inc
INCREASED23,55723,456+101+0%$13.2M$17.1M+$3.9M2026-10-27
Philadelphia Trust Co
DECREASED23,40128,779-5,378-19%$16.2M$17.0M+$759.0K2026-11-05
Legacy Private Trust Co.
INCREASED23,36421,744+1,620+7%$12.2M$16.9M+$4.7M2026-10-06
Forum Financial Management, LP
INCREASED23,29723,254+43+0%$13.1M$16.9M+$3.8M2026-10-16
DSG Capital Advisors, LLC
INCREASED23,27421,110+2,164+10%$14.0M$16.9M+$2.9M2026-11-05
Talbot Financial, LLC
DECREASED23,22226,828-3,606-13%$15.1M$16.8M+$1.7M2026-10-19
Carret Asset Management, LLC
DECREASED23,03923,097-580%$13.0M$16.7M+$3.7M2026-11-04
Nilsine Partners, LLC
INCREASED22,98122,843+138+1%$12.9M$16.7M+$3.8M2026-11-02
Bochk Asset Management Ltd
INCREASED22,96021,550+1,410+7%$12.1M$16.7M+$4.5M2026-10-29
GFG Capital, LLC
INCREASED22,86022,639+221+1%$12.8M$16.6M+$3.8M2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED22,81724,671-1,854-8%$13.9M$16.5M+$2.6M2026-11-05
Northside Capital Management, LLC
DECREASED22,81223,209-397-2%$13.1M$16.5M+$3.5M2026-10-13
AM Investment Strategies LLC
DECREASED22,74723,162-415-2%$13.0K$16.5M+$16.5M2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
INCREASED22,72922,398+331+1%$12.6M$16.5M+$3.9M2026-10-08
Simon Quick Advisors, LLC
INCREASED22,69321,801+892+4%$12.3M$16.5M+$4.2M2026-10-26
Wallington Asset Management, LLC
INCREASED22,62322,605+18+0%$12.7M$16.4M+$3.7M2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED22,61220,425+2,187+11%$11.5M$16.4M+$4.9M2026-10-13
Farmers & Merchants Investments Inc
INCREASED22,49321,757+736+3%$12.3M$16.3M+$4.1M2026-10-22
Quadrant Private Wealth Management, LLC
DECREASED22,47522,669-194-1%$12.8M$16.3M+$3.5M2026-11-04
Bell Bank
INCREASED22,33921,773+566+3%$12.3M$16.2M+$3.9M2026-10-21
Formidable Asset Management, LLC
DECREASED22,30825,339-3,031-12%$14.5M$12.7M-$1.7M2026-11-03
Signal Advisors Wealth, LLC
INCREASED22,18620,032+2,154+11%$11.3M$16.1M+$4.8M2026-10-13
Cullen Investment Group, Ltd.
INCREASED22,13320,301+1,832+9%$11.4M$16.4M+$5.0M2026-10-13
Maestria Partners LLC
UNCHANGED22,00022,00000%$12.4M$16.0M+$3.6M2026-10-22
Mather Group, Llc.
DECREASED21,99322,021-280%$12.4M$15.9M+$3.5M2026-10-14
Nicollet Investment Management, Inc.
INCREASED21,96021,814+146+1%$12.3M$15.9M+$3.6M2026-10-14
Certuity, LLC
DECREASED21,93522,303-368-2%$12.5M$16.0M+$3.4M2026-11-02
Convergence Investment Partners, LLC
INCREASED21,88717,510+4,377+25%$9.9M$15.9M+$6.0M2026-10-28
Regatta Capital Group, LLC
INCREASED21,78721,601+186+1%$12.2M$15.8M+$3.6M2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED21,78621,470+316+1%$12.1M$15.8M+$3.7M2026-10-08
Berbice Capital Management LLC
DECREASED21,71321,823-1100%$12.3M$15.7M+$3.5M2026-10-13
CV Advisors LLC
INCREASED21,68520,010+1,675+8%$11.3M$15.7M+$4.5M2026-10-13
Hedeker Wealth, LLC
INCREASED21,50019,943+1,557+8%$11.2M$15.6M+$4.4M2026-10-23
CoreCap Advisors, LLC
INCREASED21,45114,207+7,244+51%$8.0M$15.6M+$7.6M2026-10-08
Ayalon Insurance Comp Ltd.
INCREASED21,40014,400+7,000+49%$8.1K$15.5M+$15.5M2026-10-08
Procyon Advisors, LLC
DECREASED21,25724,100-2,843-12%$13.6M$15.4M+$1.8M2026-10-21
BLB&B Advisors, LLC
DECREASED21,09122,817-1,726-8%$12.9M$15.3M+$2.4M2026-10-27
Welch Group, LLC
INCREASED21,05419,595+1,459+7%$11.0M$15.3M+$4.2M2026-10-29
HCR Wealth Advisors
INCREASED21,01420,342+672+3%$11.5M$15.2M+$3.8M2026-10-15
Chemistry Wealth Management LLC
DECREASED20,98121,034-530%$11.8M$15.2M+$3.4M2026-10-16
Leuthold Group, LLC
INCREASED20,93919,101+1,838+10%$10.8M$15.2M+$4.4M2026-11-04
Thompson Investment Management, Inc.
INCREASED20,78220,504+278+1%$11.5M$15.1M+$3.5M2026-10-14
Jacobi Capital Management LLC
INCREASED20,77720,591+186+1%$11.6M$15.1M+$3.5M2026-11-05
BAR Harbor Wealth Management
INCREASED20,6877,931+12,756+161%$4.5M$15.0M+$10.5M2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED20,68026,666-5,986-22%$15.0M$15.0M-$24.0K2026-11-03
Bensler, LLC
INCREASED20,66718,502+2,165+12%$10.4M$15.0M+$4.6M2026-11-05
Ascent Wealth Partners, LLC
DECREASED20,61520,700-850%$11.7M$14.9M+$3.3M2026-10-23
Marietta Wealth Management, LLC
INCREASED20,61119,917+694+3%$11.2M$15.2M+$4.0M2026-10-22
Cigna Investments Inc
DECREASED20,56220,777-215-1%$11.7M$14.9M+$3.2M2026-10-19
IPG Investment Advisors LLC
INCREASED20,50216,944+3,558+21%$9.5M$14.9M+$5.3M2026-10-30
Willis Investment Counsel
INCREASED20,49719,367+1,130+6%$10.9M$14.9M+$4.0M2026-10-20
Clear Harbor Asset Management, LLC
INCREASED20,36419,731+633+3%$11.1M$14.8M+$3.7M2026-11-05
Aaron Wealth Advisors LLC
DECREASED20,30321,425-1,122-5%$12.1M$14.7M+$2.7M2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED20,28519,032+1,253+7%$10.7M$14.7M+$4.0M2026-10-23
Integrity Alliance, Llc.
DECREASED20,27521,148-873-4%$11.9M$14.7M+$2.8M2026-10-29
Central Bank & Trust Co
DECREASED20,20320,558-355-2%$11.6M$14.7M+$3.1M2026-10-09
Everhart Financial Group, Inc.
INCREASED20,17819,171+1,007+5%$10.8M$14.6M+$3.8M2026-10-08
Q Fund Management (Hong Kong) Ltd
NEW20,170—+20,170——$14.6M—2026-10-14
Fagan Associates, Inc.
INCREASED20,10219,430+672+3%$10.9M$14.6M+$3.6M2026-10-13
Provenance Wealth Advisors, LLC
INCREASED20,0101,007+19,003+1887%$567.2K$14.5M+$13.9M2026-10-30
Ninety One SA (PTY) Ltd
INCREASED19,9391,433+18,506+1291%$791.6K$14.5M+$13.7M2026-10-15
Grant Private Wealth Management Inc
DECREASED19,91226,165-6,253-24%$14.7M$14.4M-$298.9K2026-10-19
N10 Wealth, LLC
INCREASED19,90415,815+4,089+26%$8.9M$14.4M+$5.5M2026-10-14
International Assets Investment Management, LLC
DECREASED19,85321,858-2,005-9%$13.4M$14.4M+$1.0M2026-11-02
Sigma Investment Counselors Inc
INCREASED19,82816,325+3,503+21%$9.2M$14.4M+$5.2M2026-10-27
Ashton Thomas Securities, LLC
INCREASED19,82518,594+1,231+7%$10.5M$14.4M+$3.9M2026-10-26
Marks Group Wealth Management, Inc
DECREASED19,67720,439-762-4%$11.5M$14.3M+$2.8M2026-11-05
Left Brain Wealth Management, LLC
INCREASED19,65417,870+1,784+10%$10.1M$14.3M+$4.2M2026-10-28
RDA Financial Network
INCREASED19,47018,877+593+3%$10.6M$14.1M+$3.5M2026-10-15
Covenant Asset Management, LLC
DECREASED19,43219,754-322-2%$11.1M$14.1M+$3.0M2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED19,34819,264+84+0%$10.9M$14.0M+$3.2M2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED19,33517,559+1,776+10%$9.9M$14.0M+$4.1M2026-11-04
Penobscot Investment Management Company, Inc.
INCREASED19,30119,299+2+0%$10.9M$14.0M+$3.1M2026-10-26
Burns J W & Co Inc
INCREASED19,21318,929+284+2%$10.7M$13.9M+$3.3M2026-10-20
Patton Albertson Miller Group, LLC
INCREASED19,07718,730+347+2%$10.6M$13.8M+$3.3M2026-10-26
180 Wealth Advisors, LLC
INCREASED19,06817,239+1,829+11%$9.7M$13.8M+$4.1M2026-11-03
Parametrica Management Ltd
INCREASED19,04016,160+2,880+18%$9.1M$13.8M+$4.7M2026-10-27
Sound Income Strategies, LLC
DECREASED18,94818,959-110%$10.7M$13.7M+$3.0M2026-10-09
Norden Group LLC
INCREASED18,90016,992+1,908+11%$9.6M$13.7M+$4.1M2026-10-20
Blume Capital Management, Inc.
DECREASED18,81518,883-680%$10.6M$13.6M+$3.0M2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED18,80819,444-636-3%$11.0M$13.6M+$2.7M2026-10-13
Clarity Wealth Advisors, LLC
INCREASED18,51418,356+158+1%$10.3M$13.4M+$3.1M2026-10-21
Intact Investment Management Inc.
DECREASED18,50021,600-3,100-14%$12.2M$13.4M+$1.2M2026-11-03
Asset One Wealth Management LLC
INCREASED18,40516,053+2,352+15%$10.9M$13.3M+$2.4M2026-11-02
Avior Wealth Management, LLC
DECREASED18,31821,159-2,841-13%$11.9M$13.3M+$1.4M2026-10-13
Indivisible Partners
INCREASED18,31111,445+6,866+60%$6.4M$13.3M+$6.8M2026-10-26
Claro Advisors Inc.
INCREASED18,29317,469+824+5%$9.8M$13.3M+$3.4M2026-11-02
Facet Wealth, Inc.
INCREASED18,29116,266+2,025+12%$9.2M$13.3M+$4.1M2026-11-04
James Investment Research, Inc.
INCREASED18,02716,880+1,147+7%$9.5M$13.1M+$3.6M2026-10-22
Flagship Harbor Advisors, LLC
DECREASED17,95620,920-2,964-14%$11.8M$13.0M+$1.2M2026-10-26
Balboa Wealth Partners
INCREASED17,90117,423+478+3%$9.8M$13.0M+$3.2M2026-10-20
HS Management Partners, LLC
DECREASED17,86025,409-7,549-30%$14.3M$13.0M-$1.4M2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED17,83818,615-777-4%$10.5M$12.9M+$2.5M2026-10-08
Ring Mountain Capital, LLC
DECREASED17,83318,490-657-4%$10.4M$12.9M+$2.5M2026-10-13
Compass Financial Management LLC
INCREASED17,80315,637+2,166+14%$8.9M$12.9M+$4.0M2026-10-30
Saxony Capital Management, LLC
DECREASED17,73717,784-470%$10.0M$12.9M+$2.8M2026-10-15
N10 Assets, LLC
INCREASED17,70415,251+2,453+16%$8.6M$12.8M+$4.2M2026-10-14
Pegasus Asset Management, Inc.
INCREASED17,67517,465+210+1%$9.8M$12.8M+$3.0M2026-11-03
Neville Rodie & Shaw Inc
DECREASED17,63224,524-6,892-28%$13.8K$12.8K-$1.0K2026-10-05
Lynch Asset Management, Inc.
UNCHANGED17,62517,62500%$9.9M$12.8M+$2.9M2026-10-28
Geneva Partners, LLC
INCREASED17,6159,408+8,207+87%$5.3M$12.8M+$7.5M2026-10-26
Equitable Trust Co
DECREASED17,58219,331-1,749-9%$10.9M$12.8M+$1.9M2026-10-13
Independence Bank of Kentucky
DECREASED17,57318,198-625-3%$10.3M$12.7M+$2.5M2026-10-26
Visionary Wealth Advisors
DECREASED17,53117,812-281-2%$10.0M$12.7M+$2.7M2026-11-04
Orange Investment Advisors, Inc.
INCREASED17,43615,016+2,420+16%$8.5M$12.6M+$4.2M2026-10-23
SevenBridge Financial Group, LLC
INCREASED17,38917,205+184+1%$10.2M$12.1M+$1.9M2026-10-26
Portfolio Design Labs, LLC
INCREASED17,35617,042+314+2%$9.6M$12.6M+$3.0M2026-11-04
Activest Wealth Management
DECREASED17,34917,588-239-1%$9.9M$12.6M+$2.7M2026-10-15
Conning Inc.
INCREASED17,30016,469+831+5%$9.3M$12.5M+$3.3M2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED17,23116,931+300+2%$9.5M$12.5M+$3.0M2026-10-14
Thompson Siegel & Walmsley LLC
INCREASED17,22817,133+95+1%$9.7M$12.5M+$2.8M2026-11-05
Sky Investment Group LLC
INCREASED17,07416,242+832+5%$9.1M$12.4M+$3.2M2026-10-30
Wealthcare Advisory Partners LLC
INCREASED17,05017,039+11+0%$9.6M$12.4M+$2.8M2026-10-21
TradeWell Securities, Llc.
INCREASED17,00916,521+488+3%$9.3M$12.3M+$3.0M2026-10-21
SeaBridge Investment Advisors LLC
INCREASED17,00916,609+400+2%$9.4M$12.3M+$3.0M2026-11-02
Zweig-DiMenna Associates LLC
DECREASED16,98526,520-9,535-36%$14.9M$12.3M-$2.6M2026-11-06
United Capital Management of KS, Inc.
INCREASED16,92716,054+873+5%$9.0M$12.3M+$3.2M2026-11-04
RMR Wealth Builders
INCREASED16,92016,315+605+4%$9.2M$12.3M+$3.1M2026-10-22
Kintegral Advisory, LLC
INCREASED16,90816,813+95+1%$9.5M$12.3M+$2.8M2026-10-16
Elyxium Wealth, LLC
INCREASED16,88016,804+76+0%$9.5M$12.2M+$2.8M2026-10-27
Cullinan Associates Inc
DECREASED16,87920,521-3,642-18%$11.6M$12.2M+$681.0K2026-11-03
Perpetual Ltd
DECREASED16,75017,190-440-3%$9.7M$12.1M+$2.5M2026-10-13
Mitchell Capital Management Co
DECREASED16,72816,813-85-1%$9.5M$12.1M+$2.7M2026-10-29
Community Financial Services Group, LLC
INCREASED16,71816,696+22+0%$10.2M$12.1M+$1.9M2026-10-15
Redwood Park Advisors LLC
DECREASED16,57117,528-957-5%$9.9M$12.0M+$2.1M2026-11-02
Wright Investors Service Inc
DECREASED16,55516,736-181-1%$9.4M$12.0M+$2.6M2026-11-02
Capital Investment Advisory Services, LLC
DECREASED16,52716,807-280-2%$9.5M$12.0M+$2.5M2026-10-30
Gibbs Wealth Management
INCREASED16,42013,032+3,388+26%$7.3M$11.9M+$4.6M2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED16,40016,387+13+0%$9.2M$11.9M+$2.7M2026-10-21
Kercheville Advisors, LLC
INCREASED16,37813,634+2,744+20%$7.7M$11.9M+$4.2M2026-10-19
Oriental Harbor Investment Master Fund
INCREASED16,374241+16,133+6694%$135.8K$11.9M+$11.7M2026-10-22
Kepler Cheuvreux (Suisse) SA
DECREASED16,36848,212-31,844-66%$27.1M$11.9M-$15.3M2026-10-20
Aurora Investment Managers, Llc.
DECREASED16,32816,347-190%$9.2K$11.8M+$11.8M2026-10-15
Weaver Capital Management LLC
INCREASED16,3138,353+7,960+95%$4.8M$11.8M+$7.1M2026-10-15
Resonant Capital Advisors, LLC
INCREASED16,30914,547+1,762+12%$8.2M$11.8M+$3.6M2026-10-15
Waldron Private Wealth LLC
INCREASED16,30916,148+161+1%$9.1M$11.8M+$2.7M2026-11-02
Premier Path Wealth Partners, LLC
DECREASED16,30916,344-350%$9.2M$11.8M+$2.6M2026-10-16
Hendershot Investments Inc.
INCREASED16,27016,109+161+1%$9.1M$11.8M+$2.7M2026-11-05
Portside Wealth Group, LLC
INCREASED16,26014,755+1,505+10%$8.3M$11.8M+$3.5M2026-10-20
Globalt Investments LLC / GA
DECREASED16,22016,760-540-3%$9.4M$11.8M+$2.3M2026-10-27
Deltec Asset Management LLC
DECREASED16,13921,101-4,962-24%$11.9M$11.7M-$182.3K2026-10-26
Louisbourg Investments Inc.
DECREASED16,12617,224-1,098-6%$7.7M$9.4M+$1.7M2026-10-20
Capital Asset Advisory Services LLC
INCREASED16,10514,981+1,124+8%$8.4M$10.5M+$2.1M2026-10-30
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED16,10016,10000%$9.1M$9.1M$02026-10-15
CRA Financial Services, LLC
INCREASED16,07415,734+340+2%$8.9M$11.7M+$2.8M2026-10-16
Jamison Private Wealth Management, Inc.
INCREASED15,96515,598+367+2%$8.8M$11.6M+$2.8M2026-10-14
Westside Investment Management, Inc.
INCREASED15,93615,929+7+0%$9.0M$11.6M+$2.6M2026-11-02
Allen Capital Group, LLC
INCREASED15,87415,480+394+3%$8.7M$11.5M+$2.8M2026-10-27
Snider Financial Group
DECREASED15,85717,835-1,978-11%$10.0M$11.5M+$1.5M2026-10-16
Perennial Advisors, LLC
DECREASED15,85416,394-540-3%$9.2M$11.5M+$2.3M2026-10-13
Trust Co of Toledo NA
INCREASED15,84215,469+373+2%$8.7M$11.5M+$2.8M2026-10-16
R.H. Dinel Investment Counsel, Inc.
UNCHANGED15,82515,82500%$8.9M$11.5M+$2.6M2026-10-14
Alta Advisers Ltd
INCREASED15,7898,560+7,229+84%$4.8M$11.4M+$6.6M2026-11-02
Journey Advisory Group, LLC
DECREASED15,71715,849-132-1%$8.9M$11.4M+$2.5M2026-11-04
Moody National Bank Trust Division
DECREASED15,70718,170-2,463-14%$10.2M$11.4M+$1.2M2026-10-06
Unison Advisors LLC
INCREASED15,65315,641+12+0%$8.8M$11.4M+$2.5M2026-10-29
White Pine Investment Co
DECREASED15,57515,756-181-1%$8.9M$11.3M+$2.4M2026-10-15
Westwood Wealth Management
DECREASED15,53921,050-5,511-26%$11.9M$11.3M-$588.6K2026-10-29
Wealth Architects, LLC
DECREASED15,45616,064-608-4%$9.0M$11.2M+$2.2M2026-11-03
Myriad Asset Management Advisors LLC
INCREASED15,4168,000+7,416+93%$4.5M$11.2M+$6.7M2026-11-03
Bell & Brown Wealth Advisors, LLC
DECREASED15,38216,243-861-5%$9.1M$11.2M+$2.0M2026-10-16
Lockheed Martin Investment Management Co
DECREASED15,38091,680-76,300-83%$51.6M$11.2M-$40.5M2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED15,37315,253+120+1%$8.6M$11.1M+$2.6M2026-10-16
LS Investment Advisors, LLC
DECREASED15,32117,649-2,328-13%$9.9M$11.1M+$1.2M2026-10-13
Gunderson Capital Management LLC
NEW15,294—+15,294——$11.1M—2026-10-15
Accurate Wealth Management, LLC
INCREASED15,28314,890+393+3%$9.9M$11.6M+$1.7M2026-10-20
Anchyra Partners LLC
INCREASED15,22213,990+1,232+9%$7.9M$11.0M+$3.2M2026-10-13
True North Advisors, LLC
DECREASED15,06217,631-2,569-15%$9.9M$10.9M+$991.5K2026-10-22
JB Capital LLC
INCREASED15,02214,922+100+1%$8.4M$10.9M+$2.5M2026-10-19
Symphony Financial, Ltd. Co.
INCREASED15,02010,717+4,303+40%$6.0M$10.9M+$4.9M2026-10-22
M Holdings Securities, Inc.
INCREASED15,01314,891+122+1%$8.4M$9.8K-$8.4M2026-11-03
RWQ Financial Management Services, Inc.
INCREASED14,9707,706+7,264+94%$4.3M$10.9M+$6.5M2026-10-19
Prosperitas Financial LLC
INCREASED14,95413,802+1,152+8%$7.8M$10.8M+$3.1M2026-10-28
Advisory Resource Group
INCREASED14,9184,119+10,799+262%$2.3M$10.8M+$8.5M2026-10-26
AlphaStar Capital Management, LLC
INCREASED14,90114,013+888+6%$7.9M$10.8M+$2.9M2026-10-16
Solidarity Wealth, LLC
DECREASED14,89314,963-700%$8.4M$10.8M+$2.4M2026-10-15
Garde Capital, Inc.
INCREASED14,86114,317+544+4%$8.1M$10.8M+$2.7M2026-10-29
Ceera Investments, LLC
DECREASED14,86114,964-103-1%$8.4M$10.8M+$2.3M2026-11-02
Selective Wealth Management, Inc.
INCREASED14,79314,523+270+2%$9.4M$10.9M+$1.5M2026-10-16
YHB Investment Advisors, Inc.
INCREASED14,74514,567+178+1%$8.2M$10.7M+$2.5M2026-10-08
Forvis Mazars Wealth Advisors, LLC
INCREASED14,64714,145+502+4%$8.0M$10.6M+$2.7M2026-10-13
Premier Fund Managers Ltd
INCREASED14,6177,216+7,401+103%$4.1M$10.8K-$4.0M2026-11-02
Mystic Asset Management, Inc.
DECREASED14,54516,014-1,469-9%$9.0M$10.5M+$1.5M2026-10-15
Naples Global Advisors, LLC
INCREASED14,51414,411+103+1%$8.1M$10.5M+$2.4M2026-11-05
Quattro Financial Advisors LLC
DECREASED14,48916,585-2,096-13%$9.3M$10.5M+$1.2M2026-10-15
Aviso Wealth Management
INCREASED14,45514,318+137+1%$8.1M$10.5M+$2.4M2026-11-04
Rayburn West Financial Services LLC
INCREASED14,41111,280+3,131+28%$6.4M$10.5M+$4.0M2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED14,35314,216+137+1%$8.0M$10.4M+$2.4M2026-10-13
Moneco Advisors, LLC
DECREASED14,34714,494-147-1%$8.2M$10.4M+$2.2M2026-11-05
Sicart Associates LLC
DECREASED14,34214,530-188-1%$8.2M$10.2M+$2.0M2026-10-29
Buttonwood Financial Advisors Inc.
DECREASED14,31314,339-260%$8.1M$10.4M+$2.3M2026-10-13
Eos Management, L.P.
UNCHANGED14,19814,19800%$8.0M$10.3M+$2.3M2026-10-27
Nichols & Pratt Advisers LLP
INCREASED14,1803,766+10,414+277%$2.1M$10.3M+$8.2M2026-10-13
Strategic Blueprint, LLC
DECREASED14,16814,526-358-2%$8.2M$10.3M+$2.1M2026-10-22
Middleton & Co Inc
DECREASED14,15014,481-331-2%$8.2M$10.3M+$2.1M2026-10-23
Everett Harris & Co
INCREASED14,13214,109+23+0%$7.9M$10.2M+$2.3M2026-10-28
Cane Capital Partners, LLC
DECREASED14,08115,906-1,825-11%$9.0M$10.2M+$1.3M2026-10-23
Platform Technology Partners
INCREASED14,04013,838+202+1%$7.8M$10.2M+$2.4M2026-11-02
Capricorn Fund Managers Ltd
INCREASED14,00013,500+500+4%$7.6M$10.2M+$2.5M2026-11-03
Linden Thomas Advisory Services, LLC
DECREASED13,99714,013-160%$7.9M$10.2M+$2.3M2026-10-19
Brown Shipley& Co Ltd
INCREASED13,99213,621+371+3%$7.7M$10.1M+$2.5M2026-10-09
Strategic Advisors LLC
INCREASED13,95313,577+376+3%$7.6M$10.1M+$2.5M2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED13,95214,085-133-1%$7.9M$10.1M+$2.2M2026-11-02
Cypress Capital Group
INCREASED13,88113,710+171+1%$7.7M$10.1M+$2.3M2026-11-03
Griffith & Werner, Inc.
INCREASED13,80613,301+505+4%$7.5M$10.0M+$2.5M2026-11-04
McKinley Carter Wealth Services, Inc.
INCREASED13,76013,635+125+1%$7.7M$10.0M+$2.3M2026-10-16
Lake Street Private Wealth, LLC
INCREASED13,74313,638+105+1%$7.7M$10.0M+$2.3M2026-10-22
Ascentis Independent Advisors
INCREASED13,70864+13,644+21319%$36.0K$10.0M+$9.9M2026-11-03
Finer Wealth Management, Inc.
INCREASED13,69013,536+154+1%$7.6M$9.9M+$2.3M2026-10-16
Kennon-Green & Company, LLC
DECREASED13,67513,876-201-1%$7.8M$9.9M+$2.1M2026-10-05
Harbor Investment Advisory, LLC
INCREASED13,65613,596+60+0%$7.7M$9.9M+$2.2M2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED13,63212,190+1,442+12%$6.9M$9.9M+$3.0M2026-10-19
San Luis Wealth Advisors LLC
INCREASED13,43611,515+1,921+17%$6.5M$9.7M+$3.3M2026-10-27
Walter Public Investments Inc.
DECREASED13,38116,144-2,763-17%$9.1M$9.7M+$609.9K2026-11-05
Congress Park Capital LLC
DECREASED13,37513,686-311-2%$7.7M$9.7M+$2.0M2026-10-13
SeaCrest Wealth Management, LLC
DECREASED13,33417,515-4,181-24%$9.9M$9.7M-$196.3K2026-10-21
Schaper Benz & Wise Investment Counsel Inc
INCREASED13,33213,160+172+1%$7.4M$9.7M+$2.3M2026-10-09
Modera Wealth Management, LLC
INCREASED13,10110,882+2,219+20%$6.1M$9.5M+$3.4M2026-10-28
Linscomb Wealth, Inc.
DECREASED13,09313,167-74-1%$7.4M$9.5M+$2.1M2026-11-05
Summit Wealth Group LLC / Co
INCREASED13,0813,807+9,274+244%$2.1M$9.5M+$7.3M2026-10-29
Secure Asset Management, LLC
INCREASED13,0648,120+4,944+61%$4.6M$9.5M+$4.9M2026-10-19
Focused Wealth Management, Inc
INCREASED13,05012,681+369+3%$7.1M$9.5M+$2.3M2026-10-30
TBH Global Asset Management, LLC
INCREASED13,01012,670+340+3%$7.1M$9.4M+$2.3M2026-11-03
West Branch Capital LLC
INCREASED13,00412,646+358+3%$7.1M$9.4M+$2.3M2026-10-20
Angeles Wealth Management, LLC
DECREASED12,97513,190-215-2%$7.4M$9.4M+$2.0M2026-10-26
Trust Point Inc.
INCREASED12,9738,919+4,054+45%$5.0M$9.4M+$4.4M2026-10-27
3Chopt Investment Partners, LLC
INCREASED12,95312,753+200+2%$7.2M$9.4M+$2.2M2026-10-30
Sara-Bay Financial
DECREASED12,92513,431-506-4%$7.6M$9.4M+$1.8M2026-10-21
Cornerstone Wealth Management, LLC
DECREASED12,92513,353-428-3%$7.5M$9.4M+$1.9M2026-11-04
AdvisorNet Financial, Inc
DECREASED12,81214,709-1,897-13%$8.3M$9.4M+$1.2M2026-10-15
United Advisor Group, LLC
INCREASED12,80611,842+964+8%$6.7M$9.3M+$2.6M2026-11-03
Jericho Financial, LLP
INCREASED12,79512,536+259+2%$7.1M$9.3M+$2.2M2026-10-13
Highline Wealth Partners LLC
DECREASED12,73613,849-1,113-8%$7.8M$9.2M+$1.4M2026-10-19
Mindset Wealth Management, LLC
INCREASED12,72012,714+6+0%$7.2M$9.2M+$2.1M2026-10-19
Verus Capital Partners, LLC
INCREASED12,71812,150+568+5%$6.8M$9.2M+$2.4M2026-11-03
Greater Midwest Financial Group, LLC
DECREASED12,71712,739-220%$7.2M$9.2M+$2.0M2026-10-13
JLB & Associates Inc
DECREASED12,66812,826-158-1%$7.2M$7.1M-$89.0K2026-10-27
Stonebridge Financial Group, LLC
INCREASED12,64812,487+161+1%$7.0M$9.2M+$2.1M2026-10-01
Nvwm, LLC
INCREASED12,61712,466+151+1%$7.0M$9.1M+$2.1M2026-10-14
Integrated Advisors Network LLC
DECREASED12,59913,912-1,313-9%$7.8M$9.1M+$1.3M2026-10-20
Kingstone Capital Partners Texas, LLC
NEW12,586—+12,586——$9.1M—2026-11-03
Kestra Investment Management, LLC
DECREASED12,54814,019-1,471-10%$7.9M$9.1M+$1.2M2026-11-04
Boothe Investment Group, Inc.
INCREASED12,53711,874+663+6%$6.7M$9.1M+$2.4M2026-10-22
GFS Advisors, LLC
INCREASED12,52811,411+1,117+10%$77.8K$9.1M+$9.0M2026-11-03
Goelzer Investment Management, Inc.
DECREASED12,47112,626-155-1%$7.1M$9.0M+$1.9M2026-10-16
Cypress Asset Management Inc
DECREASED12,46814,760-2,292-16%$8.3M$9.0M+$727.4K2026-10-09
AMG National Trust Bank
DECREASED12,38512,633-248-2%$7.1M$9.0M+$1.9M2026-11-05
Zullo Investment Group, Inc.
DECREASED12,38512,467-82-1%$7.0M$9.0M+$2.0M2026-10-20
First Interstate Bank
INCREASED12,3737,655+4,718+62%$4.3M$9.0M+$4.7M2026-10-23
Iowa State Bank
DECREASED12,36114,496-2,135-15%$8.2M$9.0M+$798.5K2026-10-06
PDS Planning, Inc
DECREASED12,34512,542-197-2%$7.1M$9.0M+$1.9M2026-11-03
Formuepleje A/S
INCREASED12,30112,264+37+0%$6.9M$8.9M+$2.0M2026-10-15
Consolidated Capital Management, LLC
DECREASED12,27812,300-220%$6.9M$8.9M+$2.0M2026-10-13
Scott & Selber, Inc.
INCREASED12,27712,233+44+0%$6.9M$8.9M+$2.0M2026-10-21
Magnus Financial Group LLC
INCREASED12,19111,873+318+3%$6.7M$8.8M+$2.2M2026-10-21
Koshinski Asset Management, Inc.
DECREASED12,18713,968-1,781-13%$7.9M$8.8M+$969.5K2026-10-29
Little House Capital LLC
DECREASED12,17514,606-2,431-17%$8.2M$8.8M+$601.5K2026-11-06
Founders Financial Securities LLC
INCREASED12,16111,274+887+8%$6.4M$8.8M+$2.5M2026-10-28
Harrell Investment Partners, LLC
DECREASED12,10712,177-70-1%$6.9M$8.8M+$1.9M2026-10-15
Dillon & Associates Inc
DECREASED12,08312,126-430%$6.8M$8.8M+$1.9M2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED12,05112,713-662-5%$7.2M$8.7M+$1.6M2026-10-27
Mount Vernon Associates Inc
DECREASED12,02612,419-393-3%$7.0M$8.7M+$1.7M2026-10-26
J.Safra Asset Management Corp
DECREASED12,01312,122-109-1%$6.8M$8.7M+$1.9M2026-11-03
Cooper Financial Group
DECREASED12,00914,499-2,490-17%$8.2M$8.7M+$541.1K2026-10-07
Concord Wealth Partners
DECREASED11,89812,083-185-2%$6.8M$8.6M+$1.8M2026-11-02
Navigation Group, LLC
INCREASED11,88711,690+197+2%$6.6M$8.6M+$2.0M2026-10-28
Gilliland Jeter Wealth Management LLC
DECREASED11,76311,888-125-1%$6.7M$8.5M+$1.8M2026-10-28
Quadcap Wealth Management, LLC
DECREASED11,76311,825-62-1%$6.7M$8.5M+$1.9M2026-11-02
Parsons Capital Management Inc
DECREASED11,65415,373-3,719-24%$8.7M$8.5M-$208.2K2026-10-28
Biltmore Family Office, LLC
DECREASED11,65411,769-115-1%$6.6M$8.5M+$1.8M2026-11-03
Titleist Asset Management, LLC
INCREASED11,60911,036+573+5%$6.2M$8.4M+$2.2M2026-10-08
Acumen Wealth Advisors, LLC
INCREASED11,60411,069+535+5%$6.2M$8.4M+$2.2M2026-11-05
WoodTrust Financial Corp
INCREASED11,5872,423+9,164+378%$1.4M$8.4M+$7.0M2026-10-09
Huntleigh Advisors, Inc.
DECREASED11,54912,555-1,006-8%$7.1M$8.4M+$1.3M2026-11-03
Addenda Capital Inc.
UNCHANGED11,50011,50000%$6.5M$8.3M+$1.9M2026-10-13
SkyOak Wealth, LLC
DECREASED11,49711,721-224-2%$6.6M$8.3M+$1.7M2026-10-28
Laurel Wealth Advisors LLC
INCREASED11,48011,416+64+1%$6.4M$8.3M+$1.9M2026-10-27
Shepherd Financial Partners LLC
INCREASED11,45511,229+226+2%$6.3M$8.3M+$2.0M2026-11-03
Private Trust Co NA
INCREASED11,44411,200+244+2%$6.3M$8.3M+$2.0M2026-10-20
Curated Wealth Partners LLC
INCREASED11,3696,909+4,460+65%$3.9M$8.2M+$4.4M2026-10-15
Northbridge Financial Group, LLC
INCREASED11,35510,981+374+3%$6.2M$8.4M+$2.2M2026-11-05
Warm Springs Advisors Inc.
INCREASED11,32411,303+21+0%$6.4M$8.2M+$1.8M2026-10-28
Ninety One North America, Inc.
INCREASED11,3147,280+4,034+55%$4.1M$8.2M+$4.1M2026-10-15
SWS Partners
INCREASED11,3078,938+2,369+27%$5.0M$8.2M+$3.2M2026-10-26
Concord Asset Management, LLC
DECREASED11,29811,321-230%$6.4M$8.2M+$1.8M2026-11-02
BNC Wealth Management, LLC
INCREASED11,24611,184+62+1%$6.3M$8.2M+$1.9M2026-10-19
Paragon Advisors, LLC
INCREASED11,23810,770+468+4%$6.1M$8.1M+$2.1M2026-11-03
Forbes J M & Co LLP
INCREASED11,23411,217+17+0%$6.3M$8.1M+$1.8M2026-10-16
Oliver Luxxe Assets LLC
INCREASED11,22310,789+434+4%$6.1M$8.1M+$2.1M2026-10-14
Alpha Family Trust
UNCHANGED11,16211,16200%$6.3M$6.3M$02026-11-04
Intesa Sanpaolo Wealth Management
INCREASED11,16010,604+556+5%$6.0M$8.1M+$2.1M2026-10-28
Reflection Asset Management
INCREASED11,1509,076+2,074+23%$5.1M$8.1M+$3.0M2026-10-28
Arthur M. Cohen & Associates, LLC
DECREASED11,13211,137-50%$6.3M$8.1M+$1.8M2026-10-26
TTP Investments, Inc.
DECREASED11,13014,915-3,785-25%$8.4M$8.1M-$330.1K2026-10-30
Telos Capital Management, Inc.
DECREASED11,12811,221-93-1%$6.3M$8.1M+$1.7M2026-11-02
Caldwell Trust Co
INCREASED11,08810,535+553+5%$5.9M$8.0M+$2.1M2026-10-30
Piar LLC
DECREASED11,08711,520-433-4%$6.5M$8.0M+$1.6M2026-10-21
Brown University
NEW11,054—+11,054——$8.0M—2026-11-05
Stableford Capital II LLC
DECREASED11,03911,084-450%$6.2M$8.0M+$1.8M2026-10-09
MFA Wealth Advisors, LLC
DECREASED11,03411,108-74-1%$6.3M$8.0M+$1.7M2026-10-07
Weatherly Asset Management L. P.
DECREASED11,01211,049-370%$6.2M$8.0M+$1.8M2026-10-20
Rossmore Private Capital
INCREASED10,9759,955+1,020+10%$5.6M$8.0M+$2.4M2026-10-27
AMI Investment Management Inc
INCREASED10,95510,649+306+3%$6.0M$7.9M+$1.9M2026-10-27
Aries Wealth Management
DECREASED10,90910,960-510%$6.2M$7.9M+$1.7M2026-10-23
New Hampshire Trust
INCREASED10,8839,175+1,708+19%$5.2M$7.9M+$2.7M2026-10-20
Trilogy Capital Inc.
INCREASED10,8818,703+2,178+25%$4.9M$7.9M+$3.0M2026-10-20
Greenwood Capital Associates LLC
DECREASED10,80211,220-418-4%$6.3M$7.8M+$1.5M2026-10-27
HBW Advisory Services LLC
DECREASED10,78812,006-1,218-10%$6.8M$7.8M+$1.1M2026-10-15
Abundance Wealth Counselors
DECREASED10,78712,091-1,304-11%$6.8M$7.8M+$1.0M2026-10-26
Mandatum Life Insurance Co Ltd
INCREASED10,77610,686+90+1%$6.0M$7.8M+$1.8M2026-11-06
Ashurst Perkins Coie Trust Co
DECREASED10,74610,948-202-2%$6.2M$7.8M+$1.6M2026-10-15
WealthBridge Investment Counsel Inc.
INCREASED10,72910,305+424+4%$5.8K$7.8M+$7.8M2026-10-13
Cohen Investment Advisors LLC
INCREASED10,72210,592+130+1%$6.0M$7.8M+$1.8M2026-10-20
Sitrin Capital Management LLC
DECREASED10,70710,945-238-2%$6.2M$7.8M+$1.6M2026-10-19
LVW Advisors, LLC
INCREASED10,62510,071+554+6%$5.7M$7.7M+$2.0M2026-10-19
Polaris Financial Partners
NEW10,619—+10,619——$7.8K—2026-10-02
Stackstone Wealth, LLC
NEW10,595—+10,595——$7.7M—2026-10-19
VCI Wealth Management LLC
DECREASED10,58411,562-978-8%$6.5M$7.7M+$1.2M2026-10-29
Wealth Enhancement Trust Services, Inc.
INCREASED10,5769,964+612+6%$5.6M$7.7M+$2.1M2026-10-07
Fulton Breakefield Broenniman LLC
DECREASED10,56811,405-837-7%$6.4M$7.7M+$1.2M2026-11-03
Parisi Gray Wealth Management
INCREASED10,56510,440+125+1%$5.9M$7.7M+$1.8M2026-10-16
Ulland Investment Advisors, LLC
DECREASED10,54210,640-98-1%$6.0K$7.6M+$7.6M2026-10-13
RBA Wealth Management, LLC
INCREASED10,5378,800+1,737+20%$5.0M$7.6M+$2.7M2026-10-28
Stablepoint Partners, LLC
INCREASED10,5299,612+917+10%$5.4M$7.6M+$2.2M2026-11-03
Wealth Effects LLC
DECREASED10,50511,025-520-5%$6.2M$7.6M+$1.4M2026-10-23
Royal Fund Management, LLC
DECREASED10,49213,917-3,425-25%$7.8M$7.6M-$230.3K2026-10-22
Mirabaud & Cie SA
DECREASED10,44710,448-10%$5.9M$7.6M+$1.7M2026-10-27
Maia Wealth LLC
INCREASED10,44110,192+249+2%$5.7M$7.6M+$1.8M2026-10-19
Millennium Capital Advisors, LLC
DECREASED10,42710,460-330%$5.9M$7.6M+$1.7M2026-10-16
Blue Trust, Inc.
DECREASED10,41612,740-2,324-18%$7.2M$7.6M+$377.0K2026-10-15
Earned Wealth Advisors, LLC
INCREASED10,3599,787+572+6%$5.5M$7.5M+$2.0M2026-11-06
Victrix Investment Advisors
INCREASED10,3459,589+756+8%$5.4M$7.5M+$2.1M2026-10-13
Triad Wealth Partners, LLC
DECREASED10,33610,636-300-3%$6.3M$7.5M+$1.2M2026-10-26
Lorne Steinberg Wealth Management Inc.
INCREASED10,33510,190+145+1%$5.7M$7.5M+$1.8M2026-10-23
WT Wealth Management
DECREASED10,32810,502-174-2%$5.9M$7.5M+$1.6M2026-10-13
Greystone Financial Group, LLC
INCREASED10,31310,051+262+3%$5.7M$7.5M+$1.8M2026-10-26
Grove Bank & Trust
DECREASED10,30811,111-803-7%$6.3M$7.5M+$1.2M2026-10-08
First Bank & Trust
DECREASED10,29411,026-732-7%$6.2M$7.5M+$1.3M2026-10-19
Aprio Wealth Management, LLC
INCREASED10,2919,511+780+8%$5.4M$7.5M+$2.1M2026-10-28
Aspiriant, LLC
INCREASED10,28810,170+118+1%$5.7M$7.5M+$1.7M2026-10-16
Ldic Inc.
INCREASED10,2348,274+1,960+24%$4.7M$7.4M+$2.8M2026-10-14
Interchange Capital Partners, LLC
INCREASED10,1899,952+237+2%$5.6M$7.4M+$1.8M2026-10-28
Schear Investment Advisers, LLC
INCREASED10,1318,546+1,585+19%$4.8M$7.3M+$2.5M2026-10-14
Tempo Wealth, LLC
INCREASED10,1319,646+485+5%$5.4M$7.3M+$1.9M2026-10-14
Gilman Hill Asset Management, LLC
DECREASED10,12510,168-430%$5.7M$7.3M+$1.6M2026-10-13
Brown, Lisle Ings, Inc.
INCREASED10,09610,080+16+0%$5.7M$7.3M+$1.6M2026-10-16
Capital Investment Counsel, Inc
DECREASED10,07410,123-490%$5.7M$7.3M+$1.6M2026-10-20
Capital Investment Counsel, LLC
DECREASED10,05410,255-201-2%$5.8M$7.3M+$1.5M2026-10-14
Convergence Financial, LLC
DECREASED10,04521,438-11,393-53%$12.1M$7.3M-$4.8M2026-10-27
Teamwork Financial Advisors, LLC
DECREASED9,96534,451-24,486-71%$19.4M$7.2M-$12.2M2026-10-19
Cidel Asset Management Inc
INCREASED9,9348,703+1,231+14%$4.9M$7.2M+$2.3M2026-10-29
Victory Financial Group, LLC
INCREASED9,9067,895+2,011+25%$4.4M$7.2M+$2.7M2026-10-27
Apella Capital, LLC
INCREASED9,9056,482+3,423+53%$4.0M$7.1M+$3.2M2026-10-08
Bell Asset Management Ltd
DECREASED9,85615,296-5,440-36%$8.6M$7.1M-$1.5M2026-10-08
Advisor OS, LLC
DECREASED9,85310,091-238-2%$5.7M$7.1M+$1.5M2026-11-03
Plancorp, LLC
DECREASED9,72410,155-431-4%$6.7M$6.0M-$688.9K2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED9,6848,979+705+8%$5.1M$7.0M+$2.0M2026-11-04
Agur Provident & Training Funds Management LTD
UNCHANGED9,6609,66000%$51.2K$70.1K+$18.9K2026-11-02
Griffin Asset Management, Inc.
INCREASED9,6579,239+418+5%$5.2M$7.0M+$1.8M2026-10-22
Wealth Alliance Advisory Group, LLC
INCREASED9,6508,059+1,591+20%$4.5M$7.0M+$2.5M2026-10-14
Investment Research & Advisory Group, Inc.
DECREASED9,6499,873-224-2%$5.6M$7.0M+$1.5M2026-10-19
Westover Capital Advisors, LLC
INCREASED9,6408,956+684+8%$5.0M$7.0M+$1.9M2026-10-26
Root Financial Partners, LLC
INCREASED9,6118,907+704+8%$5.0M$7.0M+$2.0M2026-10-21
Truxt Investmentos Ltda.
NEW9,600—+9,600——$7.0M—2026-11-03
Helios Capital Management Pte. LTD
UNCHANGED9,6009,60000%$5.4M$7.0M+$1.6M2026-10-14
Fragasso Financial Advisors Inc
DECREASED9,58410,116-532-5%$5.7M$6.9M+$1.2M2026-10-13
Oak Grove Capital LLC
DECREASED9,58310,571-988-9%$6.0M$6.9M+$994.9K2026-10-09
Lanark Financial, Inc.
INCREASED9,5719,489+82+1%$5.3M$6.9M+$1.6M2026-10-26
Foster Group, Inc.
INCREASED9,5689,159+409+4%$5.2M$6.9M+$1.8M2026-10-13
Arsenal Capital Advisors LLC
DECREASED9,5619,921-360-4%$5.6M$6.9M+$1.3M2026-11-02
Doliver Advisors, LP
DECREASED9,54710,037-490-5%$5.7M$6.9M+$1.3M2026-10-01
Plimoth Trust Co LLC
INCREASED9,5359,150+385+4%$5.2M$6.9M+$1.8M2026-10-26
Great Lakes Retirement, Inc.
INCREASED9,5339,364+169+2%$5.3M$6.9M+$1.6M2026-10-26
CGN Advisors LLC
DECREASED9,52910,220-691-7%$5.8M$6.9M+$1.2M2026-10-21
Sentinel Trust Co LBA
DECREASED9,5019,656-155-2%$5.4K$6.9M+$6.9M2026-11-03
OMC Financial Services LTD
DECREASED9,4869,734-248-3%$5.5M$6.9M+$1.4M2026-10-19
First Community Trust NA
INCREASED9,4608,690+770+9%$4.9M$6.9M+$2.0M2026-10-07
Hixon Zuercher, LLC
DECREASED9,45110,635-1,184-11%$6.0M$6.9M+$863.2K2026-10-13
Argonautica Private Wealth Management, Inc
DECREASED9,4479,516-69-1%$5.4M$6.9M+$1.5M2026-11-02
Revolve Wealth Partners, LLC
DECREASED9,41610,259-843-8%$5.8M$6.8M+$1.0M2026-10-23
Bouvel Investment Partners, LLC
DECREASED9,3829,526-144-2%$5.4M$6.8M+$1.4M2026-10-13
Capital Advisors Wealth Management, LLC
DECREASED9,36611,545-2,179-19%$6.5M$6.8M+$288.5K2026-10-09
Focus Financial Network, Inc.
DECREASED9,3649,395-310%$5.3M$6.8M+$1.5M2026-10-14
Red Spruce Capital, LLC
DECREASED9,3239,332-90%$5.3M$6.8M+$1.5M2026-10-07
Norris Perne & French LLP
DECREASED9,3209,552-232-2%$5.4M$6.8M+$1.4M2026-10-23
Souders Financial Advisors
DECREASED9,3199,397-78-1%$5.3M$6.8M+$1.5M2026-11-03
Perryman Financial Advisory Inc
INCREASED9,2798,345+934+11%$4.7M$6.7M+$2.0M2026-10-16
Guinness Atkinson Asset Management Inc
DECREASED9,2709,404-134-1%$5.3M$6.7M+$1.4M2026-11-05
Thrive Capital Management, LLC
INCREASED9,2628,139+1,123+14%$4.6M$6.7M+$2.1M2026-10-28
Clear Wave Wealth Management LLC
DECREASED9,2529,754-502-5%$5.5M$6.7M+$1.2M2026-11-04
Kurv Investment Management LLC
DECREASED9,2389,474-236-2%$5.3M$6.7M+$1.4M2026-10-28
Versant Capital Management, Inc
INCREASED9,2389,060+178+2%$5.1M$6.7M+$1.6M2026-10-02
Blue Sky Capital Consultants Group, Inc.
DECREASED9,23711,384-2,147-19%$6.4M$6.7M+$286.2K2026-10-13
Independent Solutions Wealth Management, LLC
INCREASED9,2089,109+99+1%$5.1M$6.7M+$1.5M2026-10-28
Ignite Planners, LLC
DECREASED9,1869,301-115-1%$5.2M$6.7M+$1.4M2026-10-14
Fortem Financial Group, LLC
DECREASED9,1749,191-170%$5.2M$6.7M+$1.5M2026-10-20
Kelleher Financial Advisors
DECREASED9,15610,159-1,003-10%$5.7M$6.6M+$916.8K2026-10-30
Manchester Financial Inc
INCREASED9,1089,096+12+0%$5.1M$6.6M+$1.5M2026-10-15
Childress Capital Advisors, LLC
DECREASED9,06011,342-2,282-20%$6.4M$6.6M+$180.8K2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED9,0559,125-70-1%$5.1M$6.6M+$1.4M2026-10-27
Kathmere Capital Management, LLC
INCREASED9,0518,497+554+7%$4.8M$6.6M+$1.8M2026-10-20
Cove Private Wealth, LLC
INCREASED9,0448,761+283+3%$4.9M$6.6M+$1.6M2026-10-28
StoneCrest Wealth Management, Inc.
INCREASED9,0448,983+61+1%$5.1M$6.6M+$1.5M2026-11-03
NBT Bank, N.A.
DECREASED9,0269,271-245-3%$5.2M$6.5M+$1.3M2026-10-21
Chemung Canal Trust Co
DECREASED8,99510,800-1,805-17%$6.1M$6.5M+$439.5K2026-11-04
Grandview Asset Management LLC
DECREASED8,9519,456-505-5%$5.3M$6.5M+$1.2M2026-10-19
Princeton Global Asset Management LLC
DECREASED8,9419,084-143-2%$5.1M$6.5M+$1.4M2026-10-21
Tandem Capital Management Corp
DECREASED8,9119,027-116-1%$5.1M$6.5M+$1.4M2026-10-22
Golden State Wealth Management, LLC
DECREASED8,8949,184-290-3%$5.2M$6.5M+$1.3M2026-11-02
Cordatus Wealth Management LLC
DECREASED8,8889,316-428-5%$5.2M$6.4M+$1.2M2026-10-19
Catalyst Private Wealth, LLC
INCREASED8,8688,013+855+11%$4.5M$6.4M+$1.9M2026-10-13
Sawyer & Company, Inc
DECREASED8,8649,064-200-2%$5.1M$6.4M+$1.3M2026-10-21
Leelyn Smith, LLC
INCREASED8,8608,448+412+5%$4.8M$6.4M+$1.7M2026-11-03
Paragon Private Wealth Management, LLC
DECREASED8,85610,990-2,134-19%$6.2M$6.4M+$231.5K2026-10-20
AXS Investments LLC
INCREASED8,8498,457+392+5%$4.8M$6.4M+$1.7M2026-11-04
Prevail Innovative Wealth Advisors, LLC
INCREASED8,846927+7,919+854%$522.2K$6.4M+$5.9M2026-10-20
Moss Adams Wealth Advisors LLC
DECREASED8,83811,089-2,251-20%$6.2M$6.4M+$162.2K2026-10-28
Harbour Capital Advisors, LLC
INCREASED8,8248,725+99+1%$5.8M$6.4M+$560.1K2026-10-13
Diversified Enterprises, LLC
INCREASED8,8048,057+747+9%$4.5M$6.4M+$1.8M2026-10-19
Destiny Wealth Partners, LLC
INCREASED8,7736,918+1,855+27%$3.9M$5.3M+$1.5M2026-11-05
Strategy Asset Managers LLC
INCREASED8,6898,305+384+5%$4.7M$6.3M+$1.6M2026-10-14
NTV Asset Management LLC
INCREASED8,6818,586+95+1%$4.8M$6.3M+$1.5M2026-10-23
StoneX Group Inc.
DECREASED8,63511,137-2,502-22%$6.4M$6.1M-$278.3K2026-11-03
WD Rutherford LLC
INCREASED8,6018,514+87+1%$4.8M$6.2M+$1.4M2026-10-26
Castle Rock Wealth Management, LLC
DECREASED8,5878,905-318-4%$5.5M$6.3M+$886.6K2026-10-09
Roffman Miller Associates Inc
INCREASED8,5878,436+151+2%$4.8M$6.2M+$1.5M2026-10-19
Unique Wealth Strategies, LLC
UNCHANGED8,5868,58600%$4.8M$4.8M$02026-10-13
Baker Tilly Wealth Management, LLC
INCREASED8,5768,131+445+5%$4.6M$6.2M+$1.6M2026-10-05
Chicago Trust Co NA
INCREASED8,5367,986+550+7%$4.5M$6.2M+$1.7M2026-10-28
BIP Wealth, LLC
INCREASED8,5098,228+281+3%$4.6M$6.2M+$1.5M2026-10-22
Tobam
INCREASED8,489713+7,776+1091%$402.0K$6.2M+$5.8M2026-11-03
Excalibur Management Corp
DECREASED8,4828,785-303-3%$4.9M$6.2M+$1.2M2026-11-02
Richards, Merrill & Peterson, Inc.
DECREASED8,4768,540-64-1%$4.8M$6.1M+$1.3M2026-10-19
Evolution Wealth Advisors, LLC
INCREASED8,4487,131+1,317+18%$4.0M$6.1M+$2.1M2026-11-03
Cohen Capital Management, Inc.
UNCHANGED8,4368,43600%$4.8M$6.1M+$1.4M2026-10-14
Colonial River Investments, LLC
DECREASED8,39711,017-2,620-24%$6.2M$6.1M-$116.3K2026-10-19
Avantax Planning Partners, Inc.
INCREASED8,3977,476+921+12%$4.2M$6.1M+$1.9M2026-11-03
Wealth Analytics Partners, LLC
DECREASED8,3758,458-83-1%$5.6M$6.1M+$482.1K2026-10-19
Wynn Capital, LLC
INCREASED8,3698,229+140+2%$4.6M$6.1M+$1.4M2026-10-13
Bison Wealth, LLC
INCREASED8,3637,424+939+13%$4.5M$6.2M+$1.8M2026-10-13
Cornerstone Planning, LLC
INCREASED8,3608,322+38+0%$4.7M$5.0M+$358.7K2026-10-27
First Affirmative Financial Network
NEW8,329—+8,329——$6.0M—2026-10-21
Churchill Financial Advisors, LLC
DECREASED8,2778,365-88-1%$4.7M$6.0M+$1.3M2026-10-20
Jcic Asset Management Inc.
INCREASED8,2718,252+19+0%$4.7M$6.0M+$1.3M2026-10-30
Capital City Trust Co
DECREASED8,2508,284-340%$4.7M$6.0M+$1.3M2026-10-22
Parcion Private Wealth LLC
INCREASED8,2445,942+2,302+39%$3.3M$6.0M+$2.6M2026-10-28
Nkcfo LLC
NEW8,200—+8,200——$5.9M—2026-11-04
Applied Capital LLC
INCREASED8,1817,995+186+2%$4.5M$5.9M+$1.4M2026-10-07
Point Windward Advisors Inc.
DECREASED8,1718,253-82-1%$4.6M$5.9M+$1.3M2026-11-06
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED8,15810,016-1,858-19%$5.6M$5.9M+$274.1K2026-10-21
Tower Trust & Investment Co
INCREASED8,1578,136+21+0%$4.6M$5.9M+$1.3M2026-10-28
Westchester Capital Management, Inc.
INCREASED8,1306,315+1,815+29%$3.6M$5.9M+$2.3M2026-10-23
GPM Growth Investors, Inc.
DECREASED8,1008,417-317-4%$4.7M$5.9M+$1.1M2026-10-30
Butensky & Cohen Financial Security, Inc
INCREASED8,0977,505+592+8%$4.2M$5.9M+$1.6M2026-10-13
TLW Wealth Management, LLC
INCREASED8,0557,816+239+3%$4.4M$5.8M+$1.4M2026-10-27
Altman Advisors, Inc.
DECREASED8,0528,256-204-2%$4.7M$5.8M+$1.2M2026-11-05
Affinity Capital Advisors, LLC
INCREASED8,0147,080+934+13%$4.2M$5.8M+$1.5M2026-10-13
T3 Companies, LLC
INCREASED8,005455+7,550+1659%$256.3K$5.8M+$5.5M2026-10-22
Parkside Financial Bank & Trust
INCREASED7,9987,370+628+9%$4.2M$5.8M+$1.6M2026-10-27
Fiduciary Family Office, LLC
INCREASED7,9867,519+467+6%$4.2M$5.8M+$1.6M2026-11-04
McAdam, LLC
INCREASED7,9837,629+354+5%$4.3M$5.8M+$1.5M2026-10-21
Lebenthal Global Advisors, LLC
INCREASED7,9837,971+12+0%$4.5M$5.8M+$1.3M2026-10-28
Palacios Wealth Management, LLC
INCREASED7,9827,810+172+2%$4.4M$5.8M+$1.4M2026-11-04
Peterson Wealth Services
INCREASED7,9657,708+257+3%$4.3M$5.8M+$1.4M2026-10-26
Csenge Advisory Group
DECREASED7,9368,327-391-5%$4.7M$5.8M+$1.1M2026-11-04
First International Bank of Israel Ltd.
INCREASED7,9346,488+1,446+22%$3.7M$5.8M+$2.1M2026-11-04
Marion Wealth Management
INCREASED7,9287,668+260+3%$4.3M$5.7M+$1.4M2026-10-22
Arrow Financial Corp
DECREASED7,9248,053-129-2%$4.5M$5.7M+$1.2M2026-10-26
Hager Investment Management Services, LLC
DECREASED7,9228,585-663-8%$4.8M$5.7M+$909.3K2026-11-04
Winthrop Advisory Group LLC
DECREASED7,9118,087-176-2%$4.6M$5.7M+$1.2M2026-10-22
Axon Capital LP
DECREASED7,90010,900-3,000-28%$6.1M$5.7M-$410.9K2026-10-27
DLK Investment Management, LLC
INCREASED7,8901,931+5,959+309%$973.5K$5.7M+$4.7M2026-10-09
E&G Advisors, LLC
DECREASED7,8748,015-141-2%$4.5M$5.7M+$1.2M2026-10-13
Exane Asset Management
DECREASED7,86617,759-9,893-56%$11.4M$6.5M-$5.0M2026-10-22
MCF Advisors LLC
INCREASED7,8417,484+357+5%$4.2M$5.7M+$1.5M2026-10-28
Brucke Financial, Inc.
INCREASED7,8227,589+233+3%$4.3M$5.7M+$1.4M2026-10-23
Personal CFO Solutions, LLC
DECREASED7,8148,533-719-8%$4.8M$5.7M+$859.8K2026-11-06
Brady Family Wealth, LLC
INCREASED7,8147,745+69+1%$4.4M$5.7M+$1.3M2026-11-02
Trek Financial, LLC
INCREASED7,7956,854+941+14%$3.9M$5.7M+$1.8M2026-10-29
Rational Advisors, Inc.
INCREASED7,781927+6,854+739%$522.2K$5.6M+$5.1M2026-11-02
Rhodes Investment Advisors Inc
INCREASED7,7797,665+114+1%$4.3M$5.6M+$1.3M2026-10-07
Asset Dedication, LLC
DECREASED7,7618,024-263-3%$4.5M$5.6M+$1.1M2026-11-03
HF Advisory Group, LLC
INCREASED7,7547,080+674+10%$4.0M$5.6M+$1.6M2026-10-09
Sculati Wealth Management, LLC
DECREASED7,7377,872-135-2%$5.1M$5.7M+$662.9K2026-10-19
Whalen Wealth Management Inc.
DECREASED7,7377,809-72-1%$4.4M$5.6M+$1.2M2026-10-08
American National Bank & Trust
INCREASED7,7357,159+576+8%$4.0M$5.6M+$1.6M2026-10-07
Meridian Investment Counsel Inc.
DECREASED7,7247,950-226-3%$4.5M$5.6M+$1.1M2026-10-14
Canopy Partners, LLC
INCREASED7,6697,481+188+3%$4.2M$5.6M+$1.3M2026-10-28
Sterling Investment Counsel, LLC
DECREASED7,6437,827-184-2%$4.4M$5.5M+$1.1M2026-10-19
Cumberland Advisors Inc
INCREASED7,6147,600+14+0%$4.3M$5.5M+$1.2M2026-10-30
Robbins Farley
INCREASED7,5977,432+165+2%$4.2M$5.5M+$1.3M2026-10-21
Global Assets Advisory, LLC
INCREASED7,5967,074+522+7%$4.4M$5.6M+$1.2M2026-10-28
Arta Finance Wealth Management LLC
DECREASED7,56915,863-8,294-52%$8.9M$5.5M-$3.4M2026-10-28
Mainstream Capital Management LLC
INCREASED7,5557,503+52+1%$4.2M$5.5M+$1.3M2026-10-23
Retirement Planning Co of New England, Inc.
DECREASED7,5307,757-227-3%$4.4M$5.5M+$1.1M2026-10-15
Nicholas Hoffman & Company, Llc.
INCREASED7,5077,253+254+4%$4.1M$5.4M+$1.4M2026-10-30
Diligent Investors, LLC
INCREASED7,4717,441+30+0%$4.2M$5.4M+$1.2M2026-10-21
Beacon Financial Group
INCREASED7,4467,045+401+6%$4.0M$5.4M+$1.4M2026-10-19
Chickasaw Capital Management LLC
DECREASED7,4467,794-348-4%$4.4K$5.4M+$5.4M2026-10-08
Impact Capital Partners LLC
INCREASED7,4405,812+1,628+28%$3.3M$5.4M+$2.1M2026-10-22
Davidson Kahn Capital Management, LLC
INCREASED7,4337,359+74+1%$4.1M$5.4M+$1.2M2026-10-26
Hartford Financial Management Inc.
INCREASED7,4307,396+34+0%$4.2M$5.4M+$1.2M2026-10-21
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
UNCHANGED7,4107,41000%$4.2M$5.4M+$1.2M2026-10-20
Buck Wealth Strategies, LLC
INCREASED7,4074,805+2,602+54%$2.7M$5.4M+$2.7M2026-10-28
World Equity Group, Inc.
DECREASED7,4039,808-2,405-25%$5.5M$5.4M-$150.2K2026-10-14
Tanager Wealth Management LLP
DECREASED7,3548,172-818-10%$4.6M$5.3M+$729.8K2026-10-19
Tactive Advisors, LLC
DECREASED7,3207,408-88-1%$4.2M$5.3M+$1.1M2026-10-08
Watershed Private Wealth LLC
DECREASED7,3037,509-206-3%$4.2M$5.3M+$1.1M2026-10-30
Inlight Wealth Management, LLC
NEW7,301—+7,301——$5.3M—2026-10-21
Kingsman Wealth Management, Inc.
DECREASED7,29815,211-7,913-52%$8.6M$5.3M-$3.3M2026-10-13
Klingman & Associates, LLC
INCREASED7,2937,055+238+3%$4.0M$5.3M+$1.3M2026-10-20
Carnegie Lake Advisors LLC
INCREASED7,2501,490+5,760+387%$839.3K$1.1M+$237.6K2026-11-03
Walleye Partners, LLC
DECREASED7,2307,286-56-1%$4.1M$5.2M+$1.1M2026-10-13
Fiduciary Alliance LLC
DECREASED7,2148,522-1,308-15%$4.8M$5.2M+$431.2K2026-10-13
Marathon Wealth Advisors LLC
INCREASED7,2067,016+190+3%$4.0M$5.2M+$1.3M2026-11-04
Finivi Inc.
INCREASED7,1897,124+65+1%$4.0M$5.2M+$1.2M2026-10-13
Central Pacific Bank - Trust Division
INCREASED7,1694,352+2,817+65%$2.5M$5.2M+$2.7M2026-10-06
MBL Wealth, LLC
INCREASED7,1296,271+858+14%$3.5M$5.2M+$1.6M2026-10-22
Consolidated Investment Group LLC
DECREASED7,1208,820-1,700-19%$5.0M$5.2M+$195.1K2026-11-04
Cabot Wealth Management Inc
DECREASED7,1207,406-286-4%$4.2M$5.2M+$991.6K2026-11-05
Aire Advisors, LLC
DECREASED7,1007,324-224-3%$4.1M$5.1M+$1.0M2026-10-22
Herold Advisors, Inc.
DECREASED7,0837,259-176-2%$4.1M$5.1M+$1.0M2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED7,0556,871+184+3%$3.9M$5.1M+$1.2M2026-10-27
Dutch Asset Corp
INCREASED7,0546,510+544+8%$3.7M$5.1M+$1.4M2026-10-20
Flagship Capital Management Inc.
DECREASED7,0417,052-110%$4.0M$5.1M+$1.1M2026-10-20
Oarsman Capital, Inc.
DECREASED7,0397,863-824-10%$4.4M$5.1M+$675.7K2026-11-05
Archer Investment Corp
INCREASED7,0386,966+72+1%$3.9M$5.1M+$1.2M2026-11-05
Skylands Capital, LLC
DECREASED7,0359,865-2,830-29%$5.6M$5.1M-$455.2K2026-10-21
Artemis Wealth Advisors, LLC
NEW7,024—+7,024——$5.1M—2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED6,9887,341-353-5%$4.1M$5.1M+$932.6K2026-10-20
Katamaran Capital LLP
INCREASED6,9665,504+1,462+27%$3.1M$5.1M+$2.0M2026-10-27
Whelan Financial
INCREASED6,9556,393+562+9%$3.6M$5.0M+$1.4M2026-10-28
Oslo Pensjonsforsikring AS
INCREASED6,9386,500+438+7%$3.7M$5.0M+$1.4M2026-10-15
Burford Brothers, Inc.
INCREASED6,9305,907+1,023+17%$3.3M$5.0M+$1.7M2026-10-21
October Effect Ltd
UNCHANGED6,9166,91600%$3.9M$5.0M+$1.1M2026-10-20
Columbia Bank
INCREASED6,9026,082+820+13%$3.4M$5.0M+$1.6M2026-10-29
ZWJ Investment Counsel Inc
DECREASED6,8947,303-409-6%$4.1M$5.0M+$885.6K2026-10-15
SmartHarvest Portfolios, LLC
DECREASED6,8658,013-1,148-14%$4.5M$5.0M+$464.2K2026-10-26
FNY Investment Advisers, LLC
INCREASED6,86252+6,810+13096%$29$5.0M+$5.0M2026-10-16
Income Insurance Ltd
UNCHANGED6,8326,83200%$3.8M$5.0M+$1.1M2026-10-21
Allen Operations LLC
UNCHANGED6,7826,78200%$3.8M$4.9M+$1.1M2026-11-03
SilverOak Wealth Management LLC
DECREASED6,7657,101-336-5%$4.0M$4.9M+$906.1K2026-10-29
Cromwell Holdings LLC
DECREASED6,6757,278-603-8%$4.1M$4.8M+$741.0K2026-10-28
Stone Wealth Partners
INCREASED6,6533,323+3,330+100%$1.9M$4.9M+$3.0M2026-11-05
Somerset Trust Co
INCREASED6,6446,613+31+0%$3.7M$4.8M+$1.1M2026-10-13
KCM Investment Advisors LLC
DECREASED6,6336,848-215-3%$3.9M$4.8M+$952.7K2026-10-27
Channing Global Advisors, LLC
INCREASED6,6256,317+308+5%$3.6M$4.8M+$1.2M2026-11-03
Firestone Capital Management
DECREASED6,6166,795-179-3%$3.8M$4.8M+$970.3K2026-11-03
Marquette Asset Management, LLC
DECREASED6,6147,915-1,301-16%$4.5M$4.8M+$337.9K2026-10-09
Armor Investment Advisors, LLC
DECREASED6,5986,819-221-3%$3.8M$4.8M+$943.7K2026-10-27
Citizens National Bank Trust Department
DECREASED6,5907,319-729-10%$4.1M$4.8M+$656.2K2026-11-04
Clark Asset Management, LLC
DECREASED6,5867,022-436-6%$4.0M$4.8M+$820.0K2026-10-19
Arista Wealth Management, LLC
DECREASED6,5837,625-1,042-14%$4.3M$4.8M+$478.8K2026-10-29
Brick & Kyle, Associates
INCREASED6,5596,533+26+0%$3.7M$4.8M+$1.0M2026-11-05
Boomfish Wealth Group, LLC
INCREASED6,5476,343+204+3%$3.6M$4.7M+$1.2M2026-10-22
Malaga Cove Capital, LLC
DECREASED6,5326,649-117-2%$3.7M$4.7M+$991.6K2026-10-23
Woodmont Investment Counsel LLC
INCREASED6,5186,202+316+5%$3.5M$4.7M+$1.2M2026-10-29
Tuttle Capital Management, LLC
NEW6,509—+6,509——$4.7M—2026-10-21
Abel Hall, LLC
INCREASED6,4735,847+626+11%$3.3M$4.7M+$1.4M2026-10-19
Elevatus Welath Management
INCREASED6,4446,118+326+5%$3.4M$4.7M+$1.2M2026-10-19
Financial Perspectives, Inc
INCREASED6,4385,703+735+13%$3.2M$4.7M+$1.5M2026-11-03
Pinkerton Wealth, LLC
INCREASED6,4376,420+17+0%$3.7M$4.7M+$994.9K2026-10-29
PFG Advisors
DECREASED6,4236,934-511-7%$3.9M$4.7M+$752.4K2026-10-16
May Hill Capital, LLC
INCREASED6,4195,954+465+8%$3.4M$4.7M+$1.3M2026-11-03
Poehling Capital Management, Inc.
DECREASED6,4106,473-63-1%$3.6M$4.6M+$1.0M2026-10-20
Enterprise Financial Services Corp
INCREASED6,4076,350+57+1%$3.6M$4.6M+$1.1M2026-11-03
Catalyst Capital Advisors LLC
DECREASED6,3636,839-476-7%$3.9M$4.6M+$762.0K2026-11-02
MRA Advisory Group
INCREASED6,3503,048+3,302+108%$1.7M$4.6M+$2.9M2026-10-07
Floyd Financial Group LLC
INCREASED6,3386,014+324+5%$4.0M$4.8M+$857.4K2026-10-28
Iams Wealth Management, LLC
INCREASED6,3276,065+262+4%$3.4M$4.6M+$1.2M2026-10-15
Roman Butler Fullerton & Co
INCREASED6,3185,788+530+9%$3.8M$4.5M+$656.1K2026-10-27
Credit Capital Investments LLC
INCREASED6,3004,300+2,000+47%$2.4M$4.6M+$2.1M2026-10-22
Global Financial Private Client, LLC
DECREASED6,3006,354-54-1%$3.6M$4.6M+$989.5K2026-10-15
AGP Franklin, LLC
INCREASED6,2966,096+200+3%$3.4M$4.6M+$1.1M2026-11-04
Central Valley Advisors, LLC
DECREASED6,2936,300-70%$3.5M$4.6M+$1.0M2026-10-27
GS Investments, Inc.
DECREASED6,2926,317-250%$3.6M$4.6M+$1.0M2026-11-05
True Freedom Investing, LLC
INCREASED6,2766,241+35+1%$3.6M$4.6M+$980.6K2026-10-29
Jm2 Capital Inc.
INCREASED6,2756,263+12+0%$3.5M$4.6M+$1.0M2026-10-14
Confluence Wealth Services, Inc.
DECREASED6,2416,433-192-3%$3.6M$4.5M+$902.1K2026-11-05
Canandaigua National Bank & Trust Co
INCREASED6,2416,101+140+2%$3.4M$4.5M+$1.1M2026-10-07
Onyx Bridge Wealth Group LLC
INCREASED6,2255,989+236+4%$3.4M$4.5M+$1.1M2026-10-16
Realta Investment Advisors
INCREASED6,2245,967+257+4%$3.4M$4.5M+$1.2M2026-10-14
Norway Savings Bank
DECREASED6,2166,273-57-1%$3.5M$4.5M+$974.2K2026-10-20
Goodman Advisory Group, LLC
DECREASED6,1987,120-922-13%$4.0M$4.5M+$484.0K2026-11-02
Consilium Wealth Advisory, LLC
DECREASED6,1756,250-75-1%$3.5M$4.5M+$957.5K2026-10-14
Greenfield Savings Bank
INCREASED6,1706,164+6+0%$3.5M$4.5M+$1.0M2026-10-07
Correct Capital Wealth Management
DECREASED6,1426,153-110%$3.5M$4.5M+$988.6K2026-11-02
Tilia Fiduciary Partners, Inc.
INCREASED6,1222,852+3,270+115%$1.6M$4.4M+$2.8M2026-10-09
North Star Investment Management Corp.
INCREASED6,1026,023+79+1%$3.4M$4.4M+$1.0M2026-10-27
111 Capital
DECREASED6,09614,080-7,984-57%$7.9M$4.4M-$3.5M2026-11-03
Almanack Investment Partners, Llc.
INCREASED6,0845,423+661+12%$3.1M$4.4M+$1.4M2026-11-03
Sanders Morris Harris LLC
NEW6,042—+6,042——$4.4M—2026-10-14
Werba Rubin Papier Wealth Management
INCREASED6,0395,507+532+10%$3.1M$4.4M+$1.3M2026-11-06
Primoris Wealth Advisors, LLC
INCREASED6,0272,939+3,088+105%$1.7M$4.4M+$2.7M2026-10-28
Clay Northam Wealth Management, LLC
DECREASED6,0156,090-75-1%$3.4M$4.4M+$931.7K2026-10-13
BigSur Wealth Management LLC
UNCHANGED6,0006,00000%$3.4M$4.4M+$971.3K2026-10-13
Comprehensive Financial Planning, Inc.
DECREASED5,9775,988-110%$3.4M$4.3M+$961.7K2026-10-27
Canvas Wealth Advisors, LLC
INCREASED5,9735,850+123+2%$3.3M$3.7M+$435.1K2026-11-02
AUA Capital Management, LLC
DECREASED5,9526,248-296-5%$3.5M$4.3M+$796.8K2026-10-15
Revisor Wealth Management LLC
INCREASED5,9495,923+26+0%$3.3M$4.2M+$911.6K2026-10-20
Signature Wealth Management Partners, LLC
DECREASED5,9415,977-36-1%$3.4M$4.3M+$941.7K2026-10-21
Greenup Street Wealth Management LLC
DECREASED5,91113,348-7,437-56%$7.5M$4.3M-$3.2M2026-10-28
Gradient Capital Advisors, LLC
DECREASED5,8896,195-306-5%$3.5M$4.3M+$780.5K2026-10-21
Retirement Planning Group, LLC
INCREASED5,8804,131+1,749+42%$2.3M$4.3M+$1.9M2026-10-19
Delta Financial Advisors LLC
INCREASED5,8785,725+153+3%$3.2M$4.3M+$1.0M2026-10-27
Outfitters Financial LLC
DECREASED5,8626,227-365-6%$3.5M$4.3M+$743.4K2026-10-23
Violich Capital Management, Inc.
INCREASED5,8455,615+230+4%$3.2M$4.2M+$1.1M2026-10-05
Weil Company, Inc.
DECREASED5,8365,928-92-2%$3.3M$4.2M+$893.5K2026-10-14
Waystone Advisors LLC
UNCHANGED5,8295,82900%$3.3M$3.3M$02026-10-16
StoneRidge PMG Advisors, LLC
NEW5,827—+5,827——$4.2M—2026-11-04
Atlas Brown,Inc.
DECREASED5,8265,848-220%$3.3M$4.2M+$930.6K2026-10-09
Regent Peak Wealth Advisors LLC
INCREASED5,7825,486+296+5%$3.1M$4.2M+$1.1M2026-10-13
Altfest L J & Co Inc
INCREASED5,7825,682+100+2%$3.2M$4.2M+$992.7K2026-10-27
Elevation Wealth Management LLC
INCREASED5,7784,960+818+16%$2.8M$4.2M+$1.4M2026-11-02
InTrack Investment Management Inc
DECREASED5,7786,151-373-6%$3.5M$4.2M+$725.6K2026-10-15
Five Oceans Advisors
DECREASED5,7755,813-38-1%$3.3M$4.2M+$913.5K2026-10-22
Prosperity Financial Group, Inc.
INCREASED5,7635,287+476+9%$3.0M$4.2M+$1.2M2026-10-29
Adirondack Trust Co
INCREASED5,7625,743+19+0%$3.2M$4.2M+$943.5K2026-10-14
Argus Investors' Counsel, Inc.
DECREASED5,7615,815-54-1%$3.3M$4.2M+$902.2K2026-10-09
Daytona Street Capital LLC
INCREASED5,7575,282+475+9%$3.5M$4.3M+$741.5K2026-10-15
Accredited Investors Inc.
DECREASED5,7566,270-514-8%$3.5M$4.2M+$642.4K2026-11-03
Hudson Canyon Capital Management
DECREASED5,7496,544-795-12%$3.7M$4.2M+$482.9K2026-11-04
Vestor Capital, LLC
DECREASED5,74720,138-14,391-71%$5.4K$2.0K-$3.5K2026-11-04
Indiana Trust & Investment Management Co
DECREASED5,7395,954-215-4%$3.4M$4.2M+$808.0K2026-10-22
Genus Capital Management Inc.
INCREASED5,734427+5,307+1243%$240.5K$4.2M+$3.9M2026-11-04
Argentarii, LLC
INCREASED5,7265,702+24+0%$3.4M$4.2M+$736.2K2026-10-28
Chatham Capital Group, Inc.
INCREASED5,7245,709+15+0%$3.2M$4.2M+$935.1K2026-10-16
Lederer & Associates Investment Counsel
DECREASED5,6946,276-582-9%$3.5K$4.1M+$4.1M2026-10-23
Fortis Group Advisors, LLC
INCREASED5,6775,604+73+1%$3.2M$3.5M+$348.3K2026-11-06
Golden Reserve Retirement LLC
INCREASED5,6763,891+1,785+46%$2.2M$4.1M+$1.9M2026-11-02
Legal Advantage Investments, Inc.
UNCHANGED5,6755,67500%$3.2M$4.1M+$918.7K2026-10-13
Antonelli Financial Advisors, LLC
DECREASED5,6745,885-211-4%$3.3M$4.1M+$799.0K2026-10-13
XXI Wealth, LLC
INCREASED5,6693,719+1,950+52%$2.1M$4.1M+$2.0M2026-10-22
Triangle Securities Wealth Management
INCREASED5,6615,540+121+2%$3.1M$4.1M+$984.7K2026-10-14
Cypress Wealth Services, LLC
INCREASED5,6535,548+105+2%$3.1M$4.2M+$1.1M2026-10-21
Traynor Capital Management, Inc.
DECREASED5,63813,787-8,149-59%$7.8M$4.1M-$3.7M2026-10-29
Rose Capital Advisors LLC
INCREASED5,6051,963+3,642+186%$1.1M$4.1M+$3.0M2026-11-04
Barrett & Company, Inc.
DECREASED5,6046,276-672-11%$3.5M$4.1M+$528.2K2026-10-22
Eagle Wealth Advisors LLC
INCREASED5,6015,497+104+2%$3.1M$4.1M+$965.3K2026-10-20
Fairvoy Private Wealth, LLC
DECREASED5,5856,032-447-7%$3.4M$4.1M+$652.6K2026-10-19
LexAurum Advisors, LLC
INCREASED5,5785,019+559+11%$2.8M$4.0M+$1.2M2026-10-19
Virtue Capital Management, LLC
DECREASED5,5726,858-1,286-19%$3.9M$4.0M+$177.6K2026-10-29
Collar Capital Management, LLC
INCREASED5,5625,488+74+1%$3.1M$4.0M+$942.1K2026-10-28
Brian LOW Financial Group, LLC
INCREASED5,5545,305+249+5%$3.0M$4.0M+$1.0M2026-10-28
GLR Partners, LLC
DECREASED5,5495,770-221-4%$3.3M$4.0M+$774.1K2026-11-04
Silphium Asset Management Ltd
DECREASED5,5296,459-930-14%$3.6M$4.0M+$371.2K2026-10-27
MW Advisory, LLC
INCREASED5,5204,898+622+13%$2.8M$4.0M+$1.2M2026-10-19
Valley National Advisers Inc
DECREASED5,5149,384-3,870-41%$5.3M$4.0M-$1.3M2026-10-23
Romano Brothers and Company
INCREASED5,5025,438+64+1%$3.1M$4.0M+$926.8K2026-10-22
Greenspring Advisors, LLC
INCREASED5,4845,411+73+1%$3.0M$4.0M+$928.9K2026-11-05
KRS Capital Management, LLC
DECREASED5,4445,461-170%$3.1M$3.9M+$871.8K2026-10-16
Lewis Asset Management, LLC
DECREASED5,4369,447-4,011-42%$5.3M$3.9M-$1.4M2026-10-14
Atlantic Edge Private Wealth Management, LLC
INCREASED5,4305,411+19+0%$3.0M$3.9M+$889.8K2026-10-20
William John Sempolinski
DECREASED5,4155,515-100-2%$3.1M$3.9M+$820.3K2026-10-20
High Note Wealth, LLC
INCREASED5,4065,189+217+4%$2.9M$3.9M+$997.4K2026-10-27
WealthPLAN Partners, LLC
INCREASED5,3934,859+534+11%$2.7M$3.9M+$1.2M2026-10-15
FSM Wealth Advisors, LLC
INCREASED5,3904,663+727+16%$2.6M$3.9M+$1.3M2026-10-27
LFG Wealth Partners, LLC
DECREASED5,3895,398-90%$3.0M$3.9M+$867.2K2026-10-28
Ridgewood Investments LLC
DECREASED5,3845,753-369-6%$3.2M$3.9M+$663.8K2026-10-05
Alchemi Wealth, LLC
DECREASED5,3565,425-69-1%$3.1M$3.9M+$828.4K2026-11-04
Integral Investment Advisors, Inc.
INCREASED5,3555,352+3+0%$3.0M$3.9M+$868.7K2026-11-03
St. Louis Financial Planners Asset Management, LLC
NEW5,354—+5,354——$3.6M—2026-10-16
Clearwave Capital, LLC
INCREASED5,3454,944+401+8%$2.8M$3.9M+$1.1M2026-10-27
Wealth Science Advisors LLC
DECREASED5,3455,405-60-1%$3.0M$3.9M+$831.5K2026-10-09
Harold Davidson & Associates Inc.
DECREASED5,3385,495-157-3%$3.1M$3.9M+$775.8K2026-10-29
Smith Thornton Advisors LLC
INCREASED5,3365,274+62+1%$3.5M$3.9M+$405.7K2026-10-16
Brady Martz Wealth Solutions, LLC
INCREASED5,3344,856+478+10%$2.7M$3.9M+$1.1M2026-11-05
Stevens Capital Partners
INCREASED5,3235,161+162+3%$2.9M$3.9M+$953.2K2026-10-29
Matauro, LLC
DECREASED5,3215,739-418-7%$3.2M$3.9M+$626.2K2026-11-03
Aurora Private Wealth, Inc.
INCREASED5,3114,936+375+8%$2.8M$3.9M+$1.1M2026-10-20
Altura Wealth Advisors Inc.
INCREASED5,3045,120+184+4%$2.9M$3.8M+$962.2K2026-10-22
TSG Advice Partners, LLC
NEW5,289—+5,289——$3.0M—2026-10-29
Commons Capital, LLC
DECREASED5,2735,293-200%$3.0M$3.8M+$842.7K2026-11-05
PKS Advisory Services, LLC
UNCHANGED5,2725,27200%$3.0M$3.0M$02026-10-26
Rockingstone Advisors LLC
DECREASED5,2665,296-30-1%$3.0M$3.8M+$835.6K2026-10-16
Cape Investment Advisory, Inc.
DECREASED5,2655,584-319-6%$3.1M$3.8M+$672.7K2026-10-13
Oak Thistle LLC
NEW5,255—+5,255——$3.8M—2026-10-21
One Wealth Capital Management, LLC
DECREASED5,2438,966-3,723-42%$5.1M$3.8M-$1.2M2026-10-23
Marest Capital, LLC
DECREASED5,2215,227-60%$2.9M$3.8M+$848.9K2026-10-23
Boltwood Capital Management
INCREASED5,1905,110+80+2%$2.9M$3.8M+$885.3K2026-10-02
Cypress Point Wealth Management, LLC
INCREASED5,1884,930+258+5%$2.8M$3.8M+$985.3K2026-11-03
Vann Equity Management LLC
DECREASED5,1855,195-100%$2.9M$3.8M+$833.9K2026-10-08
Tritonpoint Wealth, LLC
INCREASED5,1814,955+226+5%$2.8M$3.8M+$966.1K2026-10-19
Compass Wealth Management LLC
NEW5,179—+5,179——$3.8M—2026-10-22
Deseret Mutual Benefit Administrators
INCREASED5,1744,655+519+11%$2.6M$3.8M+$1.1M2026-11-04
Ethos Capital Management, Inc.
INCREASED5,1674,681+486+10%$2.6M$3.7M+$1.1M2026-11-03
Prudent Man Advisors, LLC
DECREASED5,1595,318-159-3%$3.0M$3.7M+$745.6K2026-11-03
Clear Creek Financial Management, LLC
DECREASED5,14313,069-7,926-61%$7.4M$3.7M-$3.6M2026-10-28
Net Worth Advisory Group
INCREASED5,1334,866+267+5%$2.7M$3.7M+$984.7K2026-10-20
High Net Worth Advisory Group LLC
INCREASED5,1325,004+128+3%$2.8M$3.7M+$903.3K2026-10-26
Fourpath Capital Management, LLC
DECREASED5,1255,744-619-11%$3.2M$3.7M+$481.0K2026-10-19
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED5,1204,640+480+10%$2.6M$3.7M+$1.1M2026-11-06
DeDora Capital, Inc.
DECREASED5,1015,233-132-3%$2.9M$3.7M+$751.8K2026-10-26
Traveka Wealth, LLC
INCREASED5,0774,725+352+7%$2.7M$3.7M+$1.0M2026-10-19
GraniteShares Advisors LLC
INCREASED5,0745,008+66+1%$2.8M$3.7M+$858.6K2026-10-29
Essex Bank
INCREASED5,0645,054+10+0%$2.8M$3.7M+$825.4K2026-10-16
SYM Financial Corp
INCREASED5,0573,888+1,169+30%$2.2M$3.7M+$1.5M2026-10-26
Goldenstone Wealth Management LLC
INCREASED5,0454,938+107+2%$2.8M$3.7M+$877.1K2026-11-04
Whitener Capital Management, Inc.
INCREASED5,0224,954+68+1%$2.8M$3.6M+$851.3K2026-10-15
QTR Family Wealth, LLC
INCREASED5,0194,755+264+6%$2.7M$3.6M+$960.9K2026-11-02
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED5,0002,496+2,504+100%$1.4M$3.6M+$2.2M2026-11-04
RKL Wealth Management LLC
INCREASED4,9874,923+64+1%$2.8M$3.6M+$843.5K2026-10-16
Donor Advised Charitable Giving, Inc.
UNCHANGED4,9844,98400%$2.8M$3.6M+$806.9K2026-10-28
bLong Financial, LLC
UNCHANGED4,9744,97400%$2.8M$3.6M+$805.2K2026-10-29
Leisure Capital Management
DECREASED4,9715,049-78-2%$2.8M$3.6M+$760.8K2026-11-03
Index Fund Advisors, Inc.
DECREASED4,9685,006-38-1%$2.8M$3.6M+$782.7K2026-11-05
Comprehensive Financial Consultants Institutional, Inc.
INCREASED4,9564,930+26+1%$2.8M$3.6M+$817.0K2026-10-15
Rare Wolf Capital LLC
DECREASED4,9425,154-212-4%$2.9M$3.6M+$680.6K2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED4,9395,076-137-3%$2.9M$3.6M+$722.5K2026-10-21
Alexander Randolph Advisory, Inc.
INCREASED4,9254,902+23+0%$2.8M$3.6M+$810.3K2026-11-04
Wealth Quarterback LLC
INCREASED4,9204,622+298+6%$2.6M$3.6M+$964.5K2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED4,9195,004-85-2%$2.8M$3.6M+$830.5K2026-10-09
Quantum Financial Advisors, LLC
INCREASED4,9124,743+169+4%$2.7M$3.6M+$890.6K2026-11-03
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED4,9114,91100%$2.8M$3.6M+$795.0K2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED4,8934,978-85-2%$2.8M$3.5M+$744.0K2026-10-22
Tealwood Asset Management Inc
DECREASED4,8914,999-108-2%$2.8K$3.5M+$3.5M2026-10-13
Pinion Investment Advisors, LLC
INCREASED4,8813,916+965+25%$2.2M$3.5M+$1.3M2026-11-04
Clearstead Trust, LLC
INCREASED4,8754,587+288+6%$2.6M$3.5M+$951.6K2026-11-06
Western Pacific Wealth Management, LP
DECREASED4,8694,920-51-1%$2.8M$3.5M+$759.6K2026-10-16
Investment Research Partners LLC
DECREASED4,8615,649-788-14%$3.2M$3.5M+$343.0K2026-10-19
EPG Wealth Management LLC
INCREASED4,8224,558+264+6%$2.6M$3.5M+$929.1K2026-11-03
Yankcom Partnership
INCREASED4,7913,952+839+21%$2.2M$3.5M+$1.2M2026-10-15
Marin Bay Wealth Advisors, LLC
INCREASED4,7814,723+58+1%$2.7M$3.5M+$806.5K2026-10-28
Shoker Investment Counsel, Inc.
DECREASED4,7804,999-219-4%$2.8M$3.5M+$650.8K2026-11-04
Tennessee Valley Asset Management Partners
DECREASED4,7735,045-272-5%$2.8M$3.5M+$619.7K2026-11-03
Wespac Advisors SoCal, LLC
DECREASED4,7724,972-200-4%$2.8M$3.5M+$660.0K2026-10-13
Barings LLC
INCREASED4,7703,537+1,233+35%$2.0M$3.5M+$1.5M2026-10-22
Kenora Financial, LLC
DECREASED4,7575,027-270-5%$2.8M$3.4M+$618.0K2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED4,7474,907-160-3%$2.8M$3.4M+$678.9K2026-11-04
Miramontes Capital, LLC
DECREASED4,7444,813-69-1%$2.7M$3.4M+$728.8K2026-10-19
Essex LLC
DECREASED4,7394,753-140%$2.7M$3.4M+$759.1K2026-10-14
Integrated Financial Solutions, Inc.
INCREASED4,7324,650+82+2%$2.6M$3.4M+$812.3K2026-10-09
Mitchell Sinkler & Starr
DECREASED4,7264,745-190%$2.7M$3.4M+$754.4K2026-10-13
PW Nova Financial Services LLC
INCREASED4,7204,689+31+1%$2.6M$3.4M+$781.7K2026-10-15
Tempus Wealth Planning, LLC
INCREASED4,7183,959+759+19%$2.2M$3.4M+$1.2M2026-10-14
Fjell Capital, LLC
INCREASED4,7044,431+273+6%$2.5M$3.4M+$915.4K2026-10-13
Nadler Financial Group, Inc.
INCREASED4,6884,475+213+5%$2.5M$3.4M+$879.2K2026-10-23
Investment Partners Asset Management, Inc.
INCREASED4,6824,680+2+0%$2.6M$3.4M+$759.1K2026-10-09
Accuvest Global Advisors
NEW4,660—+4,660——$3.4M—2026-11-04
Lineweaver Wealth Advisors, LLC
DECREASED4,6575,474-817-15%$3.1M$3.4M+$293.5K2026-10-13
Meadowbrook Wealth Management, LLC
INCREASED4,6521,570+3,082+196%$962.3K$3.4M+$2.4M2026-10-08
Midwest Professional Planners, Ltd.
DECREASED4,6525,675-1,023-18%$3.2M$3.4M+$177.0K2026-10-29
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED4,6501,138+3,512+309%$641.0K$3.4M+$2.7M2026-11-04
Missouri Trust & Investment Co
INCREASED4,6494,564+85+2%$2.5M$3.4M+$830.7K2026-11-04
Rakuten Securities, Inc.
DECREASED4,6489,876-5,228-53%$5.6M$3.4M-$2.2M2026-11-02
Sage Mountain Advisors LLC
DECREASED4,6356,033-1,398-23%$3.4M$3.4M-$37.2K2026-11-02
Eagle Bluffs Wealth Management LLC
INCREASED4,6354,342+293+7%$2.4M$3.4M+$915.4K2026-10-20
Financial Partners Group, Inc
DECREASED4,6304,683-53-1%$2.6M$3.4M+$720.0K2026-10-19
Kennedy Investment Group, Inc.
DECREASED4,6285,669-1,041-18%$3.2M$3.4M+$162.5K2026-10-21
Connecticut Wealth Management, LLC
DECREASED4,6155,448-833-15%$3.1M$3.3M+$277.9K2026-10-13
First Command Advisory Services, Inc.
INCREASED4,5953,648+947+26%$2.1M$3.3M+$1.3M2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED4,5924,092+500+12%$2.3M$3.3M+$1.0M2026-10-14
Journey Retirement Planning & Investment Management LLC
DECREASED4,5605,300-740-14%$3.0M$3.3M+$321.6K2026-10-09
Affiance Financial, LLC
INCREASED4,5584,556+2+0%$2.6M$3.3M+$738.9K2026-10-15
Vision Capital Management, Inc.
INCREASED4,5534,192+361+9%$2.4M$3.3M+$940.5K2026-10-20
Cravens & Co Advisors, LLC
INCREASED4,5534,296+257+6%$2.4M$3.3M+$881.6K2026-10-16
Joseph P. Lucia & Associates, LLC
INCREASED4,5374,433+104+2%$2.5M$3.3M+$792.8K2026-10-30
Family Capital Trust Co
DECREASED4,5364,545-90%$2.6M$3.3M+$729.3K2026-10-22
Adell Harriman & Carpenter Inc
DECREASED4,5324,626-94-2%$2.6M$3.3M+$680.8K2026-11-02
KPP Advisory Services LLC
DECREASED4,5224,553-31-1%$2.6M$3.3M+$715.2K2026-10-26
Purus Wealth Management, LLC
DECREASED4,5174,728-211-4%$2.7M$3.3M+$612.2K2026-10-15
Gutierrez Wealth Advisory, LLC
INCREASED4,5064,222+284+7%$2.4M$3.3M+$889.8K2026-11-02
Forteris Wealth Management Inc.
DECREASED4,5054,687-182-4%$2.6M$3.3M+$626.8K2026-10-13
Cherokee Insurance Co
UNCHANGED4,5004,50000%$2.5M$3.3M+$728.5K2026-11-05
Milestone Asset Management Group, LLC
INCREASED4,4944,326+168+4%$2.4M$3.3M+$822.2K2026-10-20
Archford Capital Strategies, LLC
INCREASED4,4893,934+555+14%$2.2M$3.3M+$1.0M2026-10-19
Woodward Diversified Capital, LLC
DECREASED4,4855,030-545-11%$2.8M$3.3M+$419.4K2026-10-21
Novem Group
DECREASED4,4814,603-122-3%$2.6M$3.2M+$656.0K2026-10-19
V-Square Quantitative Management LLC
INCREASED4,4724,108+364+9%$2.3M$3.2M+$929.0K2026-10-15
Shaker Investments LLC
INCREASED4,4724,371+101+2%$2.5M$3.2M+$780.9K2026-11-05
Lifestyle Asset Management, Inc.
INCREASED4,4464,049+397+10%$2.3M$3.2M+$943.1K2026-10-20
Semus Wealth Partners LLC
DECREASED4,4375,018-581-12%$2.8M$3.2M+$391.1K2026-10-22
NWF Advisory Services Inc.
DECREASED4,4374,955-518-10%$2.8M$3.2M+$426.8K2026-10-19
Sidoxia Capital Management, LLC
DECREASED4,4374,592-155-3%$2.6M$3.2M+$630.9K2026-10-28
Hilltop National Bank
INCREASED4,4244,269+155+4%$2.4M$3.2M+$803.5K2026-10-14
Collaborative Fund Advisors, LLC
INCREASED4,3993,295+1,104+34%$1.9M$3.2M+$1.3M2026-11-02
Lighthouse Financial Services Inc
DECREASED4,3904,580-190-4%$2.8M$3.2M+$376.1K2026-11-02
LJI Wealth Management, LLC
DECREASED4,3804,883-503-10%$2.8M$3.2M+$425.8K2026-10-28
Montz Harcus Wealth Management LLC
DECREASED4,3804,572-192-4%$2.6M$3.2M+$601.1K2026-10-09
Bank of Stockton
DECREASED4,3724,621-249-5%$2.6M$3.2M+$567.5K2026-10-20
Watchman Group, Inc.
INCREASED4,3704,293+77+2%$2.4M$3.2M+$751.0K2026-10-16
Bank of New Hampshire
DECREASED4,3674,488-121-3%$2.5M$3.2M+$638.8K2026-10-06
Lincoln Capital Corp
INCREASED4,3251,329+2,996+225%$748.4K$3.1M+$2.4M2026-10-13
Crown Wealth Group, LLC
DECREASED4,3164,676-360-8%$2.6M$3.1M+$495.5K2026-10-19
Legacy Capital Wealth Partners, LLC
DECREASED4,3126,187-1,875-30%$3.5M$3.1M-$358.4K2026-10-21
Melfa Wealth Management, Inc.
INCREASED4,3064,281+25+1%$2.4M$3.1M+$711.2K2026-11-06
WealthBridge Capital Management, LLC
DECREASED4,2844,293-90%$2.4M$3.1M+$688.6K2026-10-16
Todd Wealth Management, LLC
INCREASED4,2804,279+1+0%$2.4M$3.1M+$693.4K2026-10-19
Encompass Wealth Advisors, LLC
INCREASED4,2782,094+2,184+104%$1.2M$3.1M+$1.9M2026-10-15
Acorn Financial Advisory Services Inc
DECREASED4,2484,280-32-1%$2.4M$3.1M+$670.0K2026-11-02
WBH Advisory Inc
DECREASED4,2464,291-45-1%$2.4M$3.1M+$662.4K2026-11-05
Retirement Guys Formula LLC
INCREASED4,2453,841+404+11%$2.2M$3.1M+$914.7K2026-10-26
IVC Wealth Advisors LLC
DECREASED4,2434,710-467-10%$2.7M$3.1M+$423.9K2026-10-23
Alpine Bank Wealth Management
INCREASED4,2424,187+55+1%$2.4M$3.1M+$717.7K2026-10-16
Mccarter Private Wealth Services LLC
INCREASED4,2294,164+65+2%$2.3M$3.1M+$721.2K2026-10-22
Symmetry Partners, LLC
INCREASED4,2243,251+973+30%$1.8M$3.1M+$1.2M2026-10-27
TT Capital Management LLC
INCREASED4,2232,394+1,829+76%$1.3M$3.1M+$1.7M2026-10-15
Tlwm
DECREASED4,2114,317-106-2%$2.4M$3.1M+$622.0K2026-10-09
Jacobsen Capital Management
INCREASED4,2114,144+67+2%$2.3M$3.1M+$719.5K2026-10-27
Vivid Wealth Management, LLC
DECREASED4,2084,259-51-1%$2.4M$3.1M+$652.6K2026-10-27
Benin Management Corp
UNCHANGED4,1964,19600%$2.4M$3.0M+$679.2K2026-10-22
Tompkins Financial Corp
DECREASED4,1954,354-159-4%$2.5M$3.0M+$589.6K2026-10-05
WealthTrust Asset Management, LLC
DECREASED4,1834,516-333-7%$2.5M$3.0M+$489.2K2026-10-22
Bernardo Wealth Planning LLC
INCREASED4,1821,936+2,246+116%$1.1M$3.0M+$1.9M2026-10-23
55 North Private Wealth, LLC
INCREASED4,1713,876+295+8%$2.2M$3.0M+$841.4K2026-10-20
Balefire, LLC
DECREASED4,1644,909-745-15%$2.8M$3.0M+$254.4K2026-10-09
Ramsay, Stattman, Vela & Price, Inc.
INCREASED4,1553,768+387+10%$2.1M$3.0M+$890.6K2026-10-19
Markowski Investments
DECREASED4,1465,152-1,006-20%$2.9M$3.0M+$104.3K2026-10-30
Curtis Advisory Group, LLC
DECREASED4,1414,604-463-10%$2.6M$3.0M+$409.6K2026-10-28
Brooklyn FI, LLC
INCREASED4,1361,020+3,116+305%$639.7K$2.6M+$2.0M2026-11-05
Ellsworth Advisors, LLC
DECREASED4,13415,147-11,013-73%$10.3M$3.0M-$7.3M2026-10-15
Beacon Financial Advisory LLC
INCREASED4,1263,881+245+6%$2.2M$3.0M+$806.2K2026-10-16
Capital Advisors, Ltd. LLC
INCREASED4,1264,009+117+3%$2.3K$3.0M+$3.0M2026-10-27
Blue Line Capital, LLC / IL
DECREASED4,1144,720-606-13%$2.7M$3.0M+$325.1K2026-11-04
AK Global Asset Management, LLC
DECREASED4,1024,152-50-1%$2.3M$3.0M+$635.9K2026-10-27
Dumont & Blake Investment Advisors LLC
INCREASED4,1024,096+6+0%$2.3M$3.0M+$667.4K2026-10-28
TritonPoint Partners, LLC
DECREASED4,0906,553-2,463-38%$3.7M$3.0M-$725.2K2026-11-05
Puff Wealth Management, LLC
INCREASED4,0834,048+35+1%$2.3M$3.0M+$681.2K2026-10-07
McGlone Suttner Wealth Management, Inc.
DECREASED4,0824,590-508-11%$2.6M$3.0M+$374.8K2026-10-13
HMS Capital Management, LLC
INCREASED4,0574,052+5+0%$2.3M$2.9M+$659.2K2026-10-20
Montag A & Associates Inc
DECREASED4,0384,867-829-17%$2.7M$2.9M+$186.9K2026-10-29
Raleigh Capital Management Inc.
DECREASED4,0354,913-878-18%$2.8M$2.9M+$159.1K2026-10-28
Foundry Financial LLC
DECREASED4,0344,160-126-3%$2.3M$2.9M+$582.0K2026-10-16
Rezny Wealth Management, Inc.
INCREASED4,0323,913+119+3%$2.2M$2.9M+$719.8K2026-10-15
Triumph Capital Management
DECREASED4,0315,767-1,736-30%$3.2M$2.9M-$323.1K2026-10-14
Jeppson Wealth Management, LLC
DECREASED4,0064,040-34-1%$2.3M$2.9M+$629.5K2026-10-20
Tectonic Advisors LLC
INCREASED4,0013,585+416+12%$2.0M$2.9M+$882.2K2026-10-22
FengHe Fund Management Pte. Ltd.
NEW4,000—+4,000——$2.9M—2026-11-02
DBA Trading, LLC
NEW4,000—+4,000——$2.9M—2026-11-04
Weinberger Asset Management, Inc
INCREASED3,9843,933+51+1%$2.2M$2.9M+$699.6K2026-10-28
Baldwin Wealth Partners LLC
DECREASED3,9664,402-436-10%$2.5M$2.9M+$396.5K2026-10-13
Sun Group Wealth Partners
INCREASED3,9583,955+3+0%$2.2M$2.9M+$642.4K2026-10-26
Tred Avon Family Wealth, LLC
DECREASED3,9534,058-105-3%$2.3M$2.9M+$580.8K2026-10-20
Seven Mile Advisory
INCREASED3,9523,947+5+0%$2.2M$2.9M+$642.7K2026-10-22
Argos Wealth Advisors, LLC
DECREASED3,9504,102-152-4%$2.3M$2.9M+$553.9K2026-11-02
Washburn Capital Management, Inc.
DECREASED3,9364,683-747-16%$2.6M$2.9M+$217.2K2026-10-19
Endeavor Private Wealth, Inc.
DECREASED3,9343,985-51-1%$2.2M$2.9M+$608.9K2026-11-05
BlueSky Wealth Advisors, LLC
INCREASED3,9301,339+2,591+194%$754.4K$2.9M+$2.1M2026-10-29
Hoge Financial Services, LLC
INCREASED3,9183,791+127+3%$2.1M$2.8M+$705.9K2026-11-05
Byrne Asset Management LLC
INCREASED3,9123,864+48+1%$2.2M$2.8M+$663.3K2026-10-06
Sanchez Gaunt Capital Management, LLC
DECREASED3,9094,175-266-6%$2.4M$2.8M+$483.0K2026-11-03
RFG Holdings, Inc.
INCREASED3,9013,833+68+2%$2.2M$2.8M+$670.2K2026-10-30
Leo Wealth, LLC
NEW3,872—+3,872——$2.8M—2026-10-26
D'Orazio & Associates, Inc.
DECREASED3,8704,144-274-7%$2.3M$2.8M+$472.2K2026-11-04
Aspire Private Capital, LLC
DECREASED3,8634,074-211-5%$2.3M$2.8M+$506.7K2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED3,8623,944-82-2%$2.2M$2.8M+$579.0K2026-10-22
Burr Financial Services, LLC
DECREASED3,85816,557-12,699-77%$9.3M$2.8M-$6.5M2026-10-08
Lynch & Associates
DECREASED3,8363,871-35-1%$2.2M$2.8M+$601.3K2026-10-13
Evermay Wealth Management LLC
DECREASED3,8353,840-50%$2.2M$2.8M+$618.0K2026-11-05
Capital Management Associates, Inc
DECREASED3,8283,912-84-2%$2.2M$2.8M+$572.2K2026-10-20
B.A. Schrock Wealth Management, Inc.
NEW3,790—+3,790——$2.8M—2026-10-15
AGH Wealth Advisors, LLC
INCREASED3,7853,422+363+11%$1.9M$2.7M+$817.2K2026-10-26
CPC Advisors, LLC
INCREASED3,7603,354+406+12%$1.9M$2.7M+$837.4K2026-10-21
New Wave Wealth Advisors LLC
INCREASED3,7553,417+338+10%$1.9M$2.9M+$938.4K2026-10-19
Ellerson Group Inc
NEW3,737—+3,737——$2.3M—2026-11-04
Spirit of America Management Corp
INCREASED3,7303,630+100+3%$2.0M$2.7M+$660.2K2026-10-14
1834 Investment Advisors Co
INCREASED3,7153,444+271+8%$1.9M$2.7M+$754.1K2026-10-16
Capstone Wealth Management Group, LLC
NEW3,714—+3,714——$2.7M—2026-11-05
Park Edge Advisors, LLC
INCREASED3,7083,568+140+4%$2.0M$2.7M+$679.0K2026-10-28
Abacus Planning Group, Inc.
INCREASED3,7083,658+50+1%$2.1M$2.7M+$628.6K2026-11-02
Eagle Strategies LLC
INCREASED3,7073,644+63+2%$2.1M$2.7M+$635.4K2026-10-16
AA Financial Advisors, LLC
INCREASED3,7053,566+139+4%$2.0M$2.7M+$678.1K2026-10-19
D.B. Root & Company, LLC
DECREASED3,7023,744-42-1%$2.1M$2.7M+$575.7K2026-11-04
Coquina Private Wealth LLC
DECREASED3,7013,799-98-3%$2.1M$2.7M+$543.9K2026-10-27
Pier 88 Investment Partners LLC
NEW3,700—+3,700——$2.7M—2026-11-06
Insight Advisors, LLC/ PA
INCREASED3,6953,689+6+0%$2.1M$2.7M+$601.3K2026-10-22
Cardinal Point Capital Management ULC
DECREASED3,6864,299-613-14%$2.4M$2.7M+$251.1K2026-10-21
Private Wealth Partners, LLC
INCREASED3,6863,184+502+16%$1.8M$2.7M+$879.6K2026-10-22
M.E. Allison & Co., Inc.
DECREASED3,6723,693-21-1%$2.1M$2.7M+$582.8K2026-10-09
Syverson Strege & Co
DECREASED3,6674,132-465-11%$2.3M$2.7M+$331.7K2026-11-02
Family Office Research LLC
INCREASED3,6663,665+1+0%$2.1M$2.7M+$594.9K2026-10-14
Hickory Point Bank & Trust
DECREASED3,6533,724-71-2%$2.1M$2.6M+$551.4K2026-10-01
Prescott Group Capital Management, L.L.C.
UNCHANGED3,6533,65300%$2.1M$2.6M+$591.4K2026-10-30
Cresta Advisors, Ltd.
DECREASED3,6494,748-1,099-23%$2.7M$2.6M-$28.3K2026-10-14
Centennial Wealth Advisory LLC
DECREASED3,6203,629-90%$2.0M$2.6M+$581.8K2026-10-16
First Heartland Consultants, Inc.
DECREASED3,6173,768-151-4%$2.1M$2.6M+$500.5K2026-10-08
JBR Co Financial Management Inc
DECREASED3,6133,688-75-2%$2.1M$2.2M+$137.0K2026-10-13
Asset Advisory Group, Inc.
DECREASED3,6103,629-19-1%$2.0M$2.6M+$574.2K2026-10-20
Harmony Asset Management LLC
DECREASED3,6063,692-86-2%$2.1M$2.6M+$535.8K2026-10-20
Professional Financial Advisors, LLC
DECREASED3,5993,611-120%$2.0M$2.6M+$575.8K2026-10-13
XML Financial, LLC
DECREASED3,5913,633-42-1%$2.0M$2.6M+$558.2K2026-10-29
Moody Lynn Lieberson & Walker, LLC
UNCHANGED3,5883,58800%$2.0M$2.6M+$580.9K2026-10-14
Lodestone Wealth Management LLC
INCREASED3,5843,534+50+1%$2.0M$2.6M+$608.4K2026-10-14
Independent Wealth Network Inc.
INCREASED3,5833,464+119+3%$2.0M$2.6M+$646.6K2026-10-19
Garrett Wealth Advisory Group, LLC
INCREASED3,5823,564+18+1%$2.0M$2.6M+$590.0K2026-10-22
Corda Investment Management, Llc.
DECREASED3,5744,101-527-13%$2.3M$2.6M+$281.6K2026-10-22
Mascagni Wealth Management, Inc.
DECREASED3,5743,717-143-4%$2.1M$2.6M+$497.6K2026-10-23
Rossby Financial, LCC
DECREASED3,5694,374-805-18%$2.5M$2.6M+$124.5K2026-11-05
Commonwealth Financial Services, LLC
DECREASED3,5674,352-785-18%$2.0M$2.6M+$557.1K2026-10-20
Arch Global Advisors, LLC
DECREASED3,5603,603-43-1%$2.0M$2.6M+$552.1K2026-10-23
Smith Group Asset Management, LLC
DECREASED3,55590,863-87,308-96%$51.2M$2.6M-$48.6M2026-10-27
BridgePort Financial Solutions, LLC
INCREASED3,5333,052+481+16%$1.7M$2.6M+$842.7K2026-11-02
Harfst & Associates, Inc.
INCREASED3,5253,451+74+2%$1.9M$2.6M+$612.4K2026-10-20
Haven Capital Group, Inc.
INCREASED3,5233,405+118+3%$1.9M$2.6M+$636.8K2026-10-13
Rahlfs Capital, LLC
UNCHANGED3,5213,52100%$2.0M$2.6M+$570.0K2026-10-23
Benchmark Financial Wealth Advisors, LLC
DECREASED3,5193,610-91-3%$2.0M$2.6M+$518.9K2026-10-20
Uptick Partners, LLC
INCREASED3,5182,837+681+24%$1.6M$2.6M+$953.1K2026-11-04
Financial & Tax Architects, LLC
DECREASED3,5033,876-373-10%$2.2M$2.5M+$356.9K2026-10-15
Breakwater Capital Group
INCREASED3,5023,232+270+8%$1.8M$2.5M+$719.5K2026-10-09
S.A. Mason LLC
DECREASED3,5013,533-32-1%$2.0M$2.5M+$548.5K2026-10-13
Lantern Wealth Advisors, LLC
INCREASED3,5002,690+810+30%$1.5M$2.5M+$1.0M2026-10-22
Paradigm Asset Management Co LLC
DECREASED3,5004,201-701-17%$2.4M$2.5M+$171.7K2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED3,4963,432+64+2%$1.2M$1.6M+$371.2K2026-11-04
Leeward Financial Partners, LLC
DECREASED3,4934,111-618-15%$2.3M$2.5M+$217.4K2026-10-23
Atlatl Advisers LLC
INCREASED3,491453+3,038+671%$255.2K$2.5M+$2.3M2026-10-22
Flavin Financial Services, Inc.
INCREASED3,4903,474+16+0%$2.0M$2.5M+$574.0K2026-10-21
Obsidian CIO, LLC
INCREASED3,4893,461+28+1%$1.9M$2.5M+$580.5K2026-11-05
Riversedge Advisors, LLC
INCREASED3,4832,838+645+23%$1.6M$2.5M+$927.2K2026-10-09
State of Wyoming
DECREASED3,4757,281-3,806-52%$4.1M$2.5M-$1.6M2026-10-28
Laurion Capital Management LP
DECREASED3,47410,629-7,155-67%$6.0M$2.5M-$3.5M2026-10-30
Vanguard Capital Wealth Advisors
INCREASED3,4543,443+11+0%$1.9M$2.5M+$565.4K2026-10-16
Corps Capital Advisors, LLC
INCREASED3,4413,426+15+0%$1.9M$2.5M+$565.6K2026-11-05
Augustine Asset Management Inc
INCREASED3,4401,587+1,853+117%$893.9K$2.5M+$1.6M2026-10-13
Genesee Capital Advisors, LLC
INCREASED3,4403,413+27+1%$1.9M$2.5M+$572.3K2026-10-20
Clarus Wealth Advisors
INCREASED3,4383,235+203+6%$2.0M$2.5M+$519.7K2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED3,4352,770+665+24%$1.6M$2.5M+$931.1K2026-10-16
Goldstein Advisors, LLC
DECREASED3,4263,580-154-4%$2.0M$2.5M+$467.9K2026-10-15
Peddock Capital Advisors, LLC
INCREASED3,4263,328+98+3%$1.9M$2.5M+$610.0K2026-10-16
AMG Asset Management Group, Inc.
DECREASED3,4254,098-673-16%$2.3M$2.5M+$175.5K2026-10-21
Thrive Wealth Management, LLC
INCREASED3,4223,271+151+5%$1.8M$2.5M+$638.5K2026-10-13
Green Ridge Wealth Planning LLC
INCREASED3,4193,359+60+2%$1.9M$2.5M+$587.4K2026-10-08
FCG Investment Co
DECREASED3,4167,319-3,903-53%$4.1M$2.5M-$1.6M2026-10-13
McNaughton Wealth Management, LLC
INCREASED3,4143,313+101+3%$1.9M$2.5M+$609.6K2026-10-09
Montecito Bank & Trust
DECREASED3,3803,462-82-2%$2.0M$2.5M+$501.0K2026-10-01
StoryOne LLC
DECREASED3,3785,232-1,854-35%$2.9M$2.4M-$497.5K2026-10-13
Worth Financial Advisory Group, LLC
INCREASED3,3673,241+126+4%$1.8M$2.4M+$616.1K2026-10-19
EdgeRock Capital LLC
INCREASED3,3572,986+371+12%$1.7M$2.4M+$752.5K2026-11-03
GK Wealth Management LLC
DECREASED3,3513,950-599-15%$2.2M$2.4M+$205.1K2026-10-09
Nicholas Wealth, Llc.
INCREASED3,3473,032+315+10%$1.7M$2.4M+$718.7K2026-10-26
Kendall Capital Management
DECREASED3,3323,385-53-2%$1.9M$2.4M+$509.5K2026-10-23
MSH Capital Advisors LLC
INCREASED3,3303,010+320+11%$1.7M$2.4M+$719.0K2026-11-03
Bosman Wealth Management, LLC
INCREASED3,3273,013+314+10%$1.7M$2.4M+$715.8K2026-10-28
Investment Management Trust, LLC
INCREASED3,3273,100+227+7%$1.7M$2.4M+$666.7K2026-11-05
Peoples Bank
INCREASED3,3253,287+38+1%$1.9M$2.4M+$559.7K2026-10-26
Traphagen Investment Advisors LLC
INCREASED3,3233,287+36+1%$1.9M$2.4M+$558.1K2026-10-14
Opinicus Capital, Inc.
INCREASED3,3173,280+37+1%$1.8M$2.4M+$558.0K2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED3,3133,392-79-2%$1.9M$2.4M+$491.6K2026-10-14
Capstone Wealth Management Group, Inc.
DECREASED3,3113,317-60%$1.9M$2.4M+$532.7K2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED3,30966+3,243+4914%$37.2K$2.4M+$2.4M2026-10-30
Element Pointe Advisors, LLC
INCREASED3,3033,269+34+1%$1.8M$2.4M+$553.7K2026-10-21
Fairscale Capital, LLC
INCREASED3,3033,289+14+0%$1.9M$2.0M+$178.7K2026-11-04
Liberty Capital Management, Inc.
DECREASED3,2913,988-697-17%$2.2M$2.4M+$140.2K2026-11-02
Shelton Wealth Management, LLC
INCREASED3,2902,449+841+34%$1.4M$2.4M+$1.0M2026-10-16
Wolff Wiese Magana LLC
INCREASED3,2883,173+115+4%$1.8M$2.4M+$596.6K2026-10-15
United Community Bank
INCREASED3,2843,254+30+1%$1.8M$2.4M+$548.5K2026-10-28
Lionshead Wealth Management, LLC
INCREASED3,2743,221+53+2%$1.8M$2.4M+$559.9K2026-10-21
Schorn Wealth LLC
DECREASED3,2563,306-50-2%$1.9M$2.4M+$499.1K2026-10-14
MFG Wealth Management, Inc.
INCREASED3,2393,145+94+3%$1.8M$2.3M+$577.6K2026-10-09
1900 Wealth Management LLC
INCREASED3,2342,027+1,207+60%$1.1M$2.3M+$1.2M2026-10-13
Pines Wealth Management, LLC
INCREASED3,2343,209+25+1%$1.8M$2.3M+$537.7K2026-10-21
Northern Lights Advisors, Inc.
DECREASED3,2304,177-947-23%$2.4M$2.3M-$10.5K2026-10-21
Kapitalo Investimentos Ltda
DECREASED3,223120,563-117,340-97%$67.9M$2.3M-$65.6M2026-10-20
Pinnacle Bancorp, Inc.
DECREASED3,2236,264-3,041-49%$3.5M$2.3M-$1.2M2026-10-21
Hoxton Planning & Management, LLC
INCREASED3,2173,133+84+3%$1.8M$2.3M+$568.1K2026-10-15
Wiregrass Investment Management LLC
DECREASED3,2163,322-106-3%$1.9M$2.3M+$461.4K2026-11-05
Valley Brook Capital Group, Inc.
INCREASED3,2093,184+25+1%$1.8M$2.3M+$533.6K2026-10-26
City State Bank
INCREASED3,2002,874+326+11%$1.6M$2.3M+$701.7K2026-10-20
Shepherd Street Advisors LLC
DECREASED3,1993,208-90%$2.2M$2.3M+$113.4K2026-10-21
Ellis Investment Partners, LLC
INCREASED3,1972,985+212+7%$1.7M$2.3M+$637.4K2026-10-21
Pictet Bank & Trust Ltd
DECREASED3,1953,601-406-11%$2.0M$2.3M+$288.5K2026-10-21
Orrstown Financial Services Inc
DECREASED3,1903,249-59-2%$1.8M$2.3M+$483.2K2026-10-14
Nordwand Advisors, LLC
DECREASED3,1903,197-70%$1.8M$2.3M+$512.5K2026-11-05
Burke & Herbert Bank & Trust Co
DECREASED3,1893,228-39-1%$1.8M$2.3M+$494.3K2026-11-02
Birchbrook, Inc.
INCREASED3,1773,173+4+0%$1.8M$2.3M+$516.8K2026-10-14
Smith Chas P & Associates PA Cpas
INCREASED3,1743,086+88+3%$1.7M$2.3M+$513.1K2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED3,1743,143+31+1%$1.8M$2.3M+$531.6K2026-10-19
IFG Advisors, LLC
INCREASED3,1743,172+2+0%$1.8M$2.3M+$515.0K2026-10-15
Lodestar Private Asset Management LLC
INCREASED3,1702,080+1,090+52%$1.2M$2.3M+$1.1M2026-10-26
Wincap Financial LLC
DECREASED3,1693,394-225-7%$1.9M$2.3M+$386.1K2026-10-20
Providence First Trust Co
INCREASED3,1631,098+2,065+188%$618.5K$2.3M+$1.7M2026-11-02
Center For Asset Management LLC
DECREASED3,1633,627-464-13%$2.0M$2.3M+$250.8K2026-10-16
Lavelle Capital LP
DECREASED3,16127,753-24,592-89%$15.6M$2.3M-$13.3M2026-11-03
National Wealth Management Group, LLC
INCREASED3,1613,144+17+1%$1.8M$2.3M+$520.9K2026-10-26
Great Diamond Partners, LLC
DECREASED3,1473,155-80%$1.8M$2.3M+$505.0K2026-10-13
Matisse Capital
DECREASED3,1423,147-50%$1.8M$2.3M+$505.8K2026-10-29
Citrine Capital LLC
INCREASED3,1402,303+837+36%$1.3M$2.3M+$979.8K2026-10-14
Howard Financial Services, Ltd.
INCREASED3,1362,464+672+27%$1.4M$2.3M+$886.2K2026-10-15
Narus Financial Partners, LLC
DECREASED3,1313,184-53-2%$1.8M$2.3M+$477.1K2026-10-19
Vertrix Wealth Management, LLC
DECREASED3,1193,309-190-6%$1.9M$2.3M+$397.9K2026-10-13
Heritage Family Offices, LLP
INCREASED3,1182,801+317+11%$1.6M$2.3M+$683.3K2026-11-02
Greenbush Financial Group, LLC
DECREASED3,1103,229-119-4%$1.8M$2.3M+$436.4K2026-10-15
General Partner, Inc.
UNCHANGED3,1083,10800%$1.8M$2.3M+$503.2K2026-10-05
Michels Family Financial, LLC
INCREASED3,0963,001+95+3%$1.7M$2.2M+$555.1K2026-11-02
Redmond Asset Management, LLC
DECREASED3,0953,169-74-2%$1.8M$2.2M+$459.4K2026-10-27
Iron Financial LLC
INCREASED3,0892,127+962+45%$1.2M$2.2M+$1.0M2026-10-23
RAM Investment Partners, LLC
DECREASED3,0823,533-451-13%$2.0M$2.2M+$244.9K2026-10-21
NBH Bank
DECREASED3,0793,201-122-4%$1.8M$2.2M+$429.7K2026-11-05
Ejmk Ventures LLC
INCREASED3,0742,594+480+19%$1.5M$2.2M+$768.1K2026-10-21
Ebert Capital Management Inc.
INCREASED3,0712,806+265+9%$1.6M$2.2M+$646.4K2026-10-08
Granite Islands Private Wealth, LLC
DECREASED3,0703,173-103-3%$1.8M$2.2M+$439.4K2026-10-16
James J. Burns & Company, LLC
DECREASED3,0603,190-130-4%$1.8M$2.2M+$422.3K2026-10-22
Vicus Capital
DECREASED3,0573,107-50-2%$1.8M$2.2M+$466.5K2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED3,0562,614+442+17%$1.5M$2.2M+$743.6K2026-11-02
Hofer & Associates. Inc
INCREASED3,0521,855+1,197+65%$1.0M$2.2M+$1.2M2026-10-13
RED Crane Wealth Management, LLC
INCREASED3,0522,728+324+12%$1.5M$2.2M+$676.6K2026-10-14
Emprise Bank
INCREASED3,0422,986+56+2%$1.7M$2.2M+$524.0K2026-10-07
ICW Investment Advisors LLC
DECREASED3,0393,090-51-2%$1.7M$2.2M+$464.2K2026-10-27
Ullmann Wealth Partners Group, LLC
INCREASED3,0352,706+329+12%$1.5M$2.2M+$676.5K2026-11-02
Paragon Capital Management Inc
DECREASED3,0343,141-107-3%$1.8M$2.2M+$431.1K2026-10-15
Fairfield Financial Advisors, LTD
DECREASED3,0333,256-223-7%$1.8M$2.2M+$365.0K2026-10-14
Cascade Investment Advisors, Inc.
DECREASED3,0323,057-25-1%$1.7M$2.2M+$476.8K2026-11-02
South Shore Capital Advisors
DECREASED3,0293,189-160-5%$1.8M$2.2M+$400.2K2026-10-20
Princeton Capital Management LLC
DECREASED3,0283,384-356-11%$1.9M$2.2M+$289.6K2026-10-27
Hourglass Capital, LLC
UNCHANGED3,0253,02500%$1.7M$2.2M+$489.7K2026-10-26
Wakefield Asset Management Lllp
INCREASED3,0222,929+93+3%$1.6M$2.2M+$541.6K2026-11-05
First County Bank
INCREASED3,0192,534+485+19%$1.4M$2.2M+$761.9K2026-10-13
Councilmark Asset Management, LLC
UNCHANGED3,0093,00900%$1.7M$2.2M+$487.1K2026-10-20
Chiron Capital Management, LLC
DECREASED3,0073,206-199-6%$1.8M$2.2M+$374.6K2026-10-15
Processus Wealth & Capital Management, LLC
DECREASED3,0013,051-50-2%$1.7M$2.2M+$457.7K2026-10-16
Adelphi Trust Co
INCREASED3,0012,991+10+0%$1.7M$2.2M+$491.5K2026-10-05
DCF Advisers, LLC
INCREASED3,0002,000+1,000+50%$1.1M$2.2M+$1.0M2026-11-04
Verde Servicos Internacionais S.A.
UNCHANGED3,0003,00000%$1.7M$2.2M+$486.0K2026-10-26
Spectrum Strategic Capital Management, LLC
DECREASED2,9923,410-418-12%$1.9M$2.2M+$248.9K2026-10-22
Triton Wealth Management, Pllc
INCREASED2,9862,958+28+1%$1.8M$1.9M+$68.7K2026-11-04
Parrish Capital LLC
INCREASED2,9762,754+222+8%$1.6M$2.2M+$606.8K2026-10-01
Avory & Company, LLC
DECREASED2,9733,377-404-12%$1.9M$2.2M+$253.7K2026-10-21
Pacific Capital Partners Ltd
INCREASED2,9641,344+1,620+121%$757.1K$2.1M+$1.4M2026-10-28
Keudell ison Wealth Management
DECREASED2,9593,004-45-1%$1.7M$2.1M+$453.6K2026-10-16
Arnhold LLC
UNCHANGED2,9582,95800%$1.7M$2.1M+$478.9K2026-10-26
Cookson Peirce & Co Inc
DECREASED2,9563,192-236-7%$1.8M$2.1M+$345.5K2026-10-30
Dudley Capital Management, LLC
UNCHANGED2,9552,95500%$1.7M$2.1M+$478.4K2026-10-23
First Financial Corp
DECREASED2,9412,964-23-1%$1.7M$2.1M+$463.2K2026-10-13
Hohimer Wealth Management, LLC
DECREASED2,92612,733-9,807-77%$7.2M$2.1M-$5.1M2026-11-04
BAM Wealth Management, LLC
DECREASED2,9142,958-44-1%$1.7M$2.1M+$447.1K2026-10-15
Alliance Wealth Advisors, LLC
DECREASED2,9133,082-169-5%$1.7M$2.1M+$376.4K2026-10-28
Advisory Solutions Group, LLC
INCREASED2,9091,515+1,394+92%$853.1K$2.1M+$1.3M2026-10-14
Veracity Capital LLC
INCREASED2,9092,612+297+11%$1.5M$2.1M+$638.3K2026-10-08
Heritage Wealth Management, Inc.
INCREASED2,9022,816+86+3%$1.6M$2.1M+$518.0K2026-10-27
Grey Ledge Advisors, LLC
INCREASED2,9022,898+4+0%$1.6M$2.1M+$472.2K2026-11-02
Wellment Financial
DECREASED2,9002,934-34-1%$1.7M$2.1M+$450.3K2026-10-28
Atticus Wealth Management, LLC
INCREASED2,8972,605+292+11%$1.5M$2.1M+$633.5K2026-10-20
Old Port Advisors
INCREASED2,8922,717+175+6%$1.5M$2.1M+$566.7K2026-10-23
Avantra Family Wealth, Inc.
DECREASED2,8883,894-1,006-26%$2.2M$2.1M-$99.2K2026-10-20
Absher Wealth Management, LLC
DECREASED2,8833,595-712-20%$2.0M$2.1M+$65.7K2026-11-02
CFS Investment Advisory Services, LLC
INCREASED2,8832,712+171+6%$1.6M$2.1M+$549.3K2026-10-19
Sunbeam Capital Management, LLC
DECREASED2,8813,475-594-17%$2.0M$2.1M+$131.4K2026-11-05
DMC Group, LLC
DECREASED2,8703,412-542-16%$1.9M$2.1M+$159.3K2026-10-26
TCI Wealth Advisors, Inc.
DECREASED2,8682,988-120-4%$1.7M$2.1M+$396.7K2026-10-30
OceanIQ Capital, LLC
INCREASED2,8651,558+1,307+84%$933.4K$2.2M+$1.3M2026-10-19
Crew Capital Management, Ltd
INCREASED2,8462,473+373+15%$1.4M$2.1M+$670.9K2026-10-28
One Way Holdings LLC
DECREASED2,83535,379-32,544-92%$19.9M$2.1M-$17.9M2026-10-29
LCM Capital Management Inc
INCREASED2,8352,752+83+3%$1.6M$2.1M+$505.7K2026-10-20
Campbell Newman Asset Management Inc
DECREASED2,8332,878-45-2%$1.6M$2.1M+$433.3K2026-10-22
Xcel Wealth Management, LLC
DECREASED2,8322,850-18-1%$1.6M$2.1M+$448.3K2026-10-26
Miller Global Investments, LLC
INCREASED2,8312,704+127+5%$1.5M$2.1M+$529.8K2026-10-02
CFC Planning Co LLC
INCREASED2,8302,279+551+24%$1.3M$2.1M+$770.5K2026-10-28
ANB Bank
INCREASED2,8252,771+54+2%$1.6M$2.0M+$487.8K2026-10-09
Acropolis Investment Management, LLC
INCREASED2,8202,686+134+5%$1.5M$2.0M+$532.1K2026-10-08
Elevated Private Wealth, LLC
INCREASED2,8162,779+37+1%$1.6M$2.0M+$476.8K2026-10-15
Fortune 45 LLC
DECREASED2,8012,819-18-1%$1.6M$2.0M+$442.7K2026-10-14
American Capital Advisory, LLC
INCREASED2,8002,795+5+0%$1.6M$2.0M+$456.1K2026-10-28
Monument Capital Management
DECREASED2,7942,866-72-3%$1.6M$2.0M+$411.8K2026-10-09
Financial Management Professionals, Inc.
INCREASED2,7812,759+22+1%$1.6M$2.0M+$462.7K2026-10-23
Hengehold Capital Management LLC
INCREASED2,7722,524+248+10%$1.4M$2.0M+$588.6K2026-10-16
Nova Financial LLC
NEW2,763—+2,763——$2.0M—2026-11-04
Sage Rhino Capital LLC
INCREASED2,7602,706+54+2%$1.5M$2.0M+$477.4K2026-10-28
Cherrydale Wealth Management, LLC
INCREASED2,7582,742+16+1%$1.5M$2.0M+$455.7K2026-10-20
Hunter Associates Investment Management LLC
INCREASED2,7552,697+58+2%$1.5M$2.0M+$479.0K2026-10-26
Power Wealth Management LLC
DECREASED2,7542,819-65-2%$1.6M$2.0M+$409.3K2026-10-27
Eley Financial Management, Inc
INCREASED2,7462,730+16+1%$1.5M$2.0M+$453.6K2026-11-03
Tannin Capital LLC
DECREASED2,7362,796-60-2%$1.6M$2.0M+$409.0K2026-11-05
Bangor Savings Bank
DECREASED2,7332,858-125-4%$1.6M$2.0M+$372.0K2026-10-06
Massachusetts Wealth Management
INCREASED2,7312,666+65+2%$1.5M$2.0M+$478.7K2026-10-21
Blue Jean Financial LLC
INCREASED2,7302,063+667+32%$1.2M$2.0M+$817.7K2026-10-20
GSG Advisors LLC
INCREASED2,7272,442+285+12%$1.4M$2.0M+$601.6K2026-11-03
Capital Advantage, Inc.
INCREASED2,7232,550+173+7%$1.4M$2.0M+$538.3K2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED2,7232,72300%$1.5M$1.5M$02026-11-03
Sherman Asset Management, Inc.
DECREASED2,7183,204-486-15%$1.8M$2.0M+$166.3K2026-11-05
Aafmaa Wealth Management & Trust LLC
DECREASED2,7172,813-96-3%$1.6M$2.0M+$385.8K2026-10-14
Hamilton Capital, LLC
INCREASED2,7162,456+260+11%$1.4M$2.0M+$586.3K2026-10-08
Aljian Capital Management, LLC
DECREASED2,7012,840-139-5%$1.6M$2.0M+$358.8K2026-10-28
St. Johns Investment Management Company, LLC
DECREASED2,6975,594-2,897-52%$3.2M$2.0M-$1.2M2026-10-30
Embree Financial Group
INCREASED2,6932,495+198+8%$1.4M$2.0M+$547.2K2026-10-22
Brandywine OAK Private Wealth LLC
DECREASED2,6902,812-122-4%$1.6M$2.0M+$366.9K2026-10-23
AAF Wealth Management, LLC
INCREASED2,6892,563+126+5%$1.4M$2.0M+$506.3K2026-10-28
Silver Grove Financial Group, Inc.
INCREASED2,6862,652+34+1%$1.5M$1.9M+$454.1K2026-11-05
Alliance Wealth Advisors, LLC
INCREASED2,6822,679+3+0%$1.5M$1.9M+$435.9K2026-10-14
Inscription Capital, LLC
DECREASED2,6776,473-3,796-59%$3.6M$1.9M-$1.7M2026-11-02
Family Legacy Financial Solutions, LLC
INCREASED2,6732,431+242+10%$1.4M$1.9M+$569.1K2026-10-07
Warren Street Wealth Advisors, LLC
INCREASED2,6672,498+169+7%$1.4M$1.9M+$527.1K2026-11-04
Fusion Capital, LLC
DECREASED2,6672,770-103-4%$1.6M$1.9M+$373.6K2026-10-28
Weaver Consulting Group
INCREASED2,6642,486+178+7%$1.4M$1.9M+$531.5K2026-10-07
Sunpointe, LLC
DECREASED2,6602,978-318-11%$1.7M$1.9M+$251.5K2026-10-22
First Nebraska Trust Co
DECREASED2,6602,676-16-1%$1.5M$1.9M+$421.6K2026-10-30
True Private Wealth Advisors
DECREASED2,6552,666-110%$1.5M$1.9M+$424.1K2026-10-19
Hobart Private Capital, LLC
DECREASED2,6423,859-1,217-32%$2.2M$1.9M-$257.8K2026-10-19
Paladin Wealth, LLC
DECREASED2,6343,751-1,117-30%$2.1M$1.9M-$202.9K2026-10-23
Langley Wealth Management, LLC
DECREASED2,6282,702-74-3%$1.5M$1.9M+$383.6K2026-11-04
Morton Capital Management LLC
DECREASED2,6272,687-60-2%$1.5M$1.9M+$391.7K2026-10-23
Balentine LLC
DECREASED2,6194,906-2,287-47%$2.8M$1.9M-$864.2K2026-11-03
Old Second National Bank of Aurora
INCREASED2,617152+2,465+1622%$85.6K$1.9M+$1.8M2026-10-22
Unique Wealth, LLC
INCREASED2,6162,596+20+1%$1.5M$1.9M+$434.8K2026-10-16
Flagship Wealth Advisors, LLC
INCREASED2,6142,230+384+17%$1.3M$1.9M+$639.5K2026-11-03
Rudd Co d/b/a Styre Wealth
NEW2,605—+2,605——$1.8M—2026-10-29
Northern Financial Advisors Inc
DECREASED2,5962,611-15-1%$1.5M$1.9M+$411.8K2026-10-29
Bayshore Asset Management, LLC
DECREASED2,5942,611-17-1%$1.5M$1.9M+$456.5K2026-11-03
Beacon Capital Management, LLC
INCREASED2,5872,529+58+2%$1.4M$1.9M+$451.6K2026-10-23
Costello Asset Management, Inc
DECREASED2,5842,687-103-4%$1.5M$1.9M+$360.3K2026-10-30
SLT Holdings LLC
INCREASED2,5842,554+30+1%$1.4M$1.9M+$435.2K2026-10-15
Amplius Wealth Advisors, LLC
INCREASED2,5771,976+601+30%$1.1M$1.9M+$755.8K2026-10-20
Wedge Capital Management L L P
DECREASED2,5743,526-952-27%$2.0M$1.9M-$119.5K2026-10-13
Myriad Asset Management US LP
INCREASED2,5721,336+1,236+93%$753.0K$1.9M+$1.1M2026-11-03
Provident Living Financial Services, Inc.
DECREASED2,5702,815-245-9%$1.6M$1.6M-$4.9K2026-11-03
Fiduciary Financial Group, LLC
DECREASED2,5672,581-14-1%$1.5M$1.9M+$407.8K2026-10-13
FDx Advisors, Inc.
DECREASED2,5632,925-362-12%$1.6M$1.9M+$211.0K2026-11-05
Intelligence Driven Advisers, LLC
INCREASED2,5612,436+125+5%$1.4M$1.9M+$485.1K2026-10-09
Lipe & Dalton
UNCHANGED2,5542,55400%$1.4K$1.9M+$1.9M2026-10-15
Mattern Capital Management, LLC
INCREASED2,5512,526+25+1%$1.4M$1.8M+$427.1K2026-11-02
Murphy & Mullick Capital Management Corp
DECREASED2,5482,563-15-1%$1.4M$1.8M+$421.8K2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
INCREASED2,5431,990+553+28%$1.1M$1.8M+$723.0K2026-10-26
Mosley Wealth Management
INCREASED2,5372,218+319+14%$1.2M$1.9M+$619.6K2026-10-16
Motive Wealth Advisors
INCREASED2,5332,406+127+5%$1.4M$1.8M+$481.6K2026-10-26
Financial Futures Ltd Liability Co.
INCREASED2,5302,445+85+3%$1.4M$1.8M+$457.5K2026-10-13
Arvest Investments, Inc.
DECREASED2,5272,958-431-15%$1.7M$1.8M+$166.3K2026-10-21
Reyes Financial Architecture, Inc.
DECREASED2,5244,664-2,140-46%$2.6M$1.8M-$796.8K2026-10-22
Sage Investment Counsel LLC
INCREASED2,5201,925+595+31%$1.1M$1.8M+$743.1K2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED2,5162,51600%$1.4M$1.8M+$407.3K2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED2,5142,380+134+6%$1.3M$1.8M+$481.8K2026-11-04
Bdfs Capital LLC
DECREASED2,5122,786-274-10%$1.6M$1.8M+$252.2K2026-10-14
Argyle Capital Partners, LLC
INCREASED2,5012,268+233+10%$1.3M$1.8M+$536.4K2026-10-23
Bullock Wealth Management Group
INCREASED2,4952,440+55+2%$1.5M$1.8M+$315.9K2026-10-09
Oakworth Capital, Inc.
INCREASED2,4902,472+18+1%$1.4M$1.8M+$374.6K2026-10-26
Global Trust Wealth Management LLC
DECREASED2,4872,496-90%$1.4M$1.8M+$397.5K2026-10-14
Strong Retirement Solutions LLC
INCREASED2,4852,396+89+4%$1.3M$1.8M+$452.4K2026-10-07
Centerpoint Advisors, LLC
INCREASED2,4812,131+350+16%$1.2M$1.8M+$599.0K2026-11-05
Cassia Capital Partners, LLC
INCREASED2,4792,318+161+7%$1.3M$1.8M+$492.4K2026-11-04
Lakeshore Capital Group, Inc.
INCREASED2,4682,279+189+8%$1.3M$1.8M+$506.3K2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED2,4612,487-26-1%$1.4M$1.8M+$383.3K2026-10-29
Samalin Investment Counsel, LLC
DECREASED2,4555,425-2,970-55%$3.1M$1.8M-$1.3M2026-10-23
Eddie Patel Inc
DECREASED2,4462,486-40-2%$1.4M$1.8M+$373.5K2026-11-02
BOS Asset Management, LLC
DECREASED2,4452,632-187-7%$1.5M$1.8M+$290.5K2026-10-09
Riverbend Wealth Management, LLC
DECREASED2,4373,160-723-23%$1.8M$1.8M-$12.9K2026-10-15
New Covenant Trust Company, N.A.
INCREASED2,4342,200+234+11%$1.2M$1.8M+$525.9K2026-10-08
Apollon Financial, LLC
DECREASED2,4303,011-581-19%$1.7M$1.8M+$65.9K2026-10-23
Invenio Wealth Partners LLC
DECREASED2,4292,459-30-1%$1.4M$1.8M+$376.3K2026-10-20
Cambridge Advisors Inc.
DECREASED2,4182,523-105-4%$1.4M$1.8M+$332.3K2026-10-19
BNB Wealth Management, LLC
DECREASED2,4172,936-519-18%$1.7M$1.8M+$99.1K2026-10-28
Portus Wealth Advisors, LLC
INCREASED2,4162,280+136+6%$1.3M$1.8M+$467.3K2026-10-13
Kennebec Savings Bank
INCREASED2,4142,045+369+18%$1.2M$1.8M+$598.7K2026-10-22
Rubicon Advisors, GP
INCREASED2,4132,372+41+2%$1.3M$1.7M+$413.2K2026-10-23
Turn8 Private Wealth Inc.
UNCHANGED2,4122,41200%$1.3M$1.7M+$403.6K2026-11-05
MFF Capital Investments Ltd
DECREASED2,411222,879-220,468-99%$125.5M$1.7M-$123.8M2026-11-05
FAI Advisors, Inc.
INCREASED2,4112,378+33+1%$1.3M$1.7M+$408.9K2026-10-27
North Capital, Inc.
INCREASED2,4082,383+25+1%$1.3M$1.8M+$493.7K2026-10-16
Culbertson A N & Co Inc
INCREASED2,4062,143+263+12%$1.2M$1.7M+$537.7K2026-10-21
Aletheian Wealth Advisors LLC
INCREASED2,4052,135+270+13%$1.2M$1.7M+$541.4K2026-10-08
Jacksonville Wealth Management, LLC
INCREASED2,4052,376+29+1%$1.3M$1.7M+$405.9K2026-10-30
Orser Capital Management, LLC
UNCHANGED2,4052,40500%$1.4M$1.7M+$389.3K2026-10-13
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED2,4002,900-500-17%$1.6M$1.7M+$106.0K2026-10-22
LeConte Wealth Management, LLC
INCREASED2,3992,104+295+14%$1.2M$1.7M+$554.6K2026-10-20
ARQ Wealth Advisors, LLC
DECREASED2,3973,560-1,163-33%$2.2M$1.7M-$494.5K2026-10-29
Crane Advisory, LLC
DECREASED2,3942,467-73-3%$1.6M$1.8M+$136.7K2026-10-13
QP Wealth Management, LLC
INCREASED2,3832,258+125+6%$1.3M$1.7M+$456.2K2026-10-20
Burton Enright Welch
DECREASED2,3832,456-73-3%$1.4M$1.7M+$344.7K2026-11-04
Compass Ion Advisors, LLC
DECREASED2,3822,409-27-1%$1.4M$1.7M+$370.1K2026-10-23
Abacus Wealth Partners, LLC
INCREASED2,3812,019+362+18%$1.1M$1.7M+$589.4K2026-11-03
Hilton Head Capital Partners, LLC
DECREASED2,3762,612-236-9%$1.5M$1.7M+$251.9K2026-10-23
Invera Wealth Advisors, LLC
INCREASED2,3762,345+31+1%$1.3M$1.7M+$402.1K2026-10-28
Kagan Cocozza Asset Management
UNCHANGED2,3762,37600%$1.3M$1.7M+$384.7K2026-10-19
Proathlete Wealth Management LLC
INCREASED2,3601,950+410+21%$1.1M$1.7M+$613.2K2026-10-15
Southern Michigan Bank & Trust
INCREASED2,3592,272+87+4%$1.3M$1.7M+$430.9K2026-10-19
CenterStar Asset Management, LLC
DECREASED2,3588,887-6,529-73%$5.0M$1.7M-$3.3M2026-10-09
Optima Capital LLC
INCREASED2,3581,672+686+41%$941.8K$1.7M+$767.9K2026-10-29
Wealth Dimensions Group, Ltd.
INCREASED2,3402,328+12+1%$1.3M$1.7M+$385.9K2026-11-02
Prentice Wealth Management LLC
INCREASED2,3352,260+75+3%$1.3M$1.7M+$420.3K2026-10-20
Kingsbury Capital Investment Advisors LLC
DECREASED2,3262,913-587-20%$1.6M$1.7M+$45.9K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED2,3262,056+270+13%$1.2M$1.7M+$528.3K2026-10-29
Fermata Advisors, LLC
INCREASED2,3252,130+195+9%$1.2M$1.7M+$486.3K2026-10-13
Trust Co of the South
DECREASED2,3202,409-89-4%$1.4M$1.7M+$325.5K2026-10-21
Financial Security Advisor, Inc.
DECREASED2,3192,458-139-6%$1.4M$1.7M+$297.1K2026-11-03
Financial Management Network Inc
DECREASED2,3192,347-28-1%$1.5M$1.7M+$172.3K2026-10-09
Coyle Financial Counsel LLC
DECREASED2,3162,367-51-2%$1.3M$1.7M+$346.2K2026-10-28
Sutton Place Investors LLC
INCREASED2,3142,271+43+2%$1.3M$1.7M+$398.8K2026-10-20
Rydar Equities, Inc.
DECREASED2,3132,332-19-1%$1.5M$1.7M+$175.9K2026-10-13
Flynn Zito Capital Management, LLC
INCREASED2,3052,253+52+2%$1.3M$1.7M+$402.0K2026-11-04
Bigelow Investment Advisors, LLC
INCREASED2,3042,118+186+9%$1.2M$1.7M+$477.8K2026-10-13
Legacy Bridge, LLC
DECREASED2,3022,393-91-4%$1.3M$1.7M+$321.4K2026-10-28
W Advisors, LLC
INCREASED2,3002,223+77+3%$1.3M$1.7M+$415.8K2026-11-02
Birch Hill Investment Advisors LLC
INCREASED2,2982,267+31+1%$1.3M$1.7M+$389.5K2026-10-16
JFS Wealth Advisors, LLC
DECREASED2,2972,544-247-10%$1.4M$1.7M+$233.1K2026-11-03
Silverlake Wealth Management LLC
INCREASED2,2912,274+17+1%$1.3M$1.7M+$380.8K2026-10-21
DecisionMap Wealth Management, LLC
INCREASED2,2892,195+94+4%$1.2M$1.7M+$423.5K2026-10-29
Able Financial Group, LLC
INCREASED2,2692,097+172+8%$1.2M$1.6M+$464.2K2026-10-14
Oak Asset Management, LLC
DECREASED2,2642,432-168-7%$1.4M$1.6M+$271.9K2026-10-13
Mcrae Capital Management Inc
UNCHANGED2,2612,26100%$1.3M$1.6M+$366.1K2026-10-15
Opal Wealth Advisors, LLC
DECREASED2,2592,474-215-9%$1.4M$1.6M+$244.6K2026-10-16
FF Advisors,LLC
DECREASED2,2542,275-21-1%$1.3M$1.6M+$353.1K2026-10-21
Outlook Wealth Advisors, LLC
DECREASED2,2532,353-100-4%$1.3M$1.6M+$308.3K2026-10-28
Core Wealth Partners LLC
DECREASED2,2502,458-208-8%$1.4M$1.6M+$246.9K2026-11-02
Acorn Wealth Advisors, LLC
INCREASED2,2472,053+194+9%$1.2M$1.6M+$473.1K2026-10-19
Three Seasons Wealth, LLC
DECREASED2,2472,381-134-6%$1.3M$1.6M+$288.3K2026-11-03
Wealth Management Partners, LLC
DECREASED2,2402,339-99-4%$1.3M$1.6M+$306.9K2026-10-21
Gables Capital Management Inc.
DECREASED2,2382,258-20-1%$1.3M$1.6M+$351.0K2026-11-04
Strategic Family Wealth Counselors, L.L.C.
DECREASED2,2332,242-90%$1.3M$1.6M+$356.5K2026-10-29
Mechanics Bank Trust Department
DECREASED2,2312,401-170-7%$1.4M$1.6M+$265.4K2026-10-13
Isthmus Partners, LLC
DECREASED2,2312,281-50-2%$1.3M$1.6M+$333.0K2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED2,2252,512-287-11%$1.4M$1.6M+$198.7K2026-10-26
Sincerus Advisory, LLC
DECREASED2,2232,314-91-4%$1.3M$1.6M+$308.7K2026-10-09
Cyr Financial Inc.
INCREASED2,2192,038+181+9%$1.1M$1.6M+$461.5K2026-10-16
Keystone Wealth Services, LLC
DECREASED2,2182,391-173-7%$1.3M$1.6M+$292.1K2026-11-03
Marino, Stram & Associates LLC
INCREASED2,2162,211+5+0%$1.2M$1.6M+$361.3K2026-10-22
Midland Wealth Advisors, LLC
DECREASED2,2142,348-134-6%$1.3M$1.6M+$282.9K2026-10-26
Walser Wealth Management Company, A Ltd Liability Co
INCREASED2,2122,000+212+11%$1.1M$1.6M+$477.6K2026-10-15
Bradyco, Inc.
UNCHANGED2,2092,20900%$1.2M$1.6M+$357.6K2026-11-03
Etesian Wealth Advisors, Inc.
INCREASED2,2032,166+37+2%$1.2M$1.6M+$377.5K2026-10-27
Parkside Investments, LLC
DECREASED2,20024,100-21,900-91%$1.4M$1.6M+$243.5K2026-10-20
Meadow Creek Wealth Advisors LLC
INCREASED2,1972,001+196+10%$1.1M$1.6M+$466.1K2026-11-02
Mlp3, LLC
INCREASED2,195577+1,618+280%$324.8K$1.6M+$1.3M2026-10-22
Tcfg Investment Advisors, LLC
DECREASED2,1932,406-213-9%$1.4M$1.6M+$234.6K2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED2,1901,760+430+24%$991.5K$1.6M+$596.8K2026-10-27
Albert D Mason Inc
INCREASED2,1862,185+1+0%$1.2M$1.6M+$354.4K2026-10-27
Chapin Davis, Inc.
INCREASED2,1851,790+395+22%$1.0M$1.6M+$576.3K2026-10-09
Keeler Thomas Management LLC
DECREASED2,1832,258-75-3%$1.3M$1.6M+$311.3K2026-10-29
LifeWealth Investments, LLC
DECREASED2,1812,580-399-15%$1.5M$1.6M+$128.3K2026-10-21
Austin Wealth Management, LLC
INCREASED2,1811,957+224+11%$1.3M$1.6M+$308.0K2026-11-06
MN Wealth Advisors, LLC
INCREASED2,1792,033+146+7%$1.1M$1.6M+$435.0K2026-10-23
Independence Wealth Advisors, LLC
DECREASED2,1732,219-46-2%$1.2M$1.6M+$325.9K2026-10-29
Navigoe, LLC
UNCHANGED2,1682,16800%$1.2M$1.6M+$351.0K2026-11-04
Banque de Luxembourg S.A.
INCREASED2,1652,099+66+3%$1.2M$1.6M+$387.7K2026-10-14
Intrua Financial, LLC
INCREASED2,1642,054+110+5%$1.2M$1.6M+$412.7K2026-10-28
ARS Investment Partners, LLC
DECREASED2,1612,295-134-6%$1.3M$1.6M+$274.4K2026-11-05
TFB Advisors LLC
INCREASED2,1592,131+28+1%$1.2M$1.6M+$365.3K2026-11-02
Warwick Investment Management, Inc.
DECREASED2,1532,319-166-7%$1.3M$1.6M+$255.0K2026-10-19
BXM Wealth LLC
INCREASED2,1502,059+91+4%$1.2M$1.6M+$399.3K2026-11-03
Hudock, Inc.
INCREASED2,1491,937+212+11%$1.1M$1.6M+$467.0K2026-10-14
August Group Capital Ltd
DECREASED2,1472,166-19-1%$1.2M$1.6M+$336.9K2026-10-14
Creative Financial Designs Inc
INCREASED2,1391,782+357+20%$1.0M$1.6M+$547.2K2026-11-04
Archvest Wealth Advisors, Inc.
INCREASED2,1331,848+285+15%$1.0M$1.5M+$505.8K2026-10-29
Pilgrim Partners Asia Pte Ltd
DECREASED2,1303,030-900-30%$1.7M$1.5M-$162.1K2026-10-29
Jnba Financial Advisors
INCREASED2,1302,018+112+6%$1.1M$1.5M+$407.9K2026-11-03
DT Investment Partners, LLC
INCREASED2,1282,120+8+0%$1.2M$1.5M+$349.0K2026-10-27
Planned Solutions, Inc.
UNCHANGED2,1232,12300%$1.2M$1.5M+$343.7K2026-10-19
Legacy Financial Strategies, LLC
INCREASED2,1222,028+94+5%$1.1M$1.5M+$396.5K2026-10-15
Hutchens & Kramer Investment Management Group, LLC
DECREASED2,1182,120-20%$1.2M$1.5M+$341.7K2026-10-16
Thoma Capital Management LLC
DECREASED2,1082,162-54-2%$1.2M$1.5M+$311.1K2026-10-19
MV Capital Management, Inc.
INCREASED2,1062,096+10+0%$1.2M$1.5M+$346.6K2026-10-29
RW Investment Management LLC
INCREASED2,1011,869+232+12%$1.1M$1.5M+$470.8K2026-11-03
Cincinnati Financial Corp
NEW2,100—+2,100——$1.5M—2026-11-03
Cincinnati Insurance Co
NEW2,100—+2,100——$1.5M—2026-11-03
Sonata Capital Group Inc
DECREASED2,1002,598-498-19%$1.5M$1.5M+$59.0K2026-10-19
Winebrenner Capital Management LLC
DECREASED2,1002,125-25-1%$1.2M$1.5M+$325.9K2026-10-07
Tufton Capital Management
DECREASED2,0982,153-55-3%$1.2M$1.5M+$309.0K2026-10-20
BKM Wealth Management, LLC
DECREASED2,0952,567-472-18%$1.4M$1.5M+$73.3K2026-10-22
Zega Investments, LLC
DECREASED2,08613,246-11,160-84%$7.5M$1.5M-$5.9M2026-11-04
Genesis Private Wealth, LLC
INCREASED2,0851,575+510+32%$887.2K$1.5M+$624.8K2026-11-02
J.M. Arbour, LLC
INCREASED2,0832,056+27+1%$1.2M$1.5M+$352.4K2026-11-05
Eads & Heald Wealth Management
DECREASED2,0792,099-20-1%$1.2M$1.5M+$325.3K2026-10-29
Sage Capital Advisors,llc
DECREASED2,0782,094-16-1%$1.2M$1.5M+$327.5K2026-10-13
Owl Creek Wealth Partners LLC
INCREASED2,0731,996+77+4%$1.1M$1.5M+$379.0K2026-10-20
Alterna Wealth Management, Inc
DECREASED2,0722,105-33-2%$1.2M$1.5M+$316.8K2026-10-27
Olistico Wealth, LLC
INCREASED2,0712,064+7+0%$1.2M$1.5M+$339.2K2026-10-05
Littlejohn Financial Services, Inc.
INCREASED2,0701,930+140+7%$1.1M$1.5M+$413.7K2026-11-06
Ameliora Wealth Management Ltd.
INCREASED2,0641,983+81+4%$1.1M$1.5M+$379.8K2026-10-23
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED2,0603,236-1,176-36%$1.8M$1.5M-$328.7K2026-10-14
Abound Wealth Management
INCREASED2,0581,957+101+5%$1.1M$1.5M+$390.1K2026-10-26
Opus Capital Group, LLC
DECREASED2,0552,076-21-1%$1.2M$1.5M+$321.0K2026-10-30
Trust Co of Oklahoma
DECREASED2,0542,259-205-9%$1.3M$1.5M+$217.0K2026-10-15
Centurion Wealth Management LLC
DECREASED2,0542,186-132-6%$1.2M$1.5M+$258.6K2026-10-13
Black Diamond Financial, LLC
INCREASED2,0512,001+50+3%$1.1M$1.5M+$360.4K2026-10-26
Baker Ellis Asset Management LLC
UNCHANGED2,0492,04900%$1.2M$1.5M+$331.7K2026-10-14
Private Management Group Inc
DECREASED2,0482,059-11-1%$1.2M$1.5M+$325.4K2026-11-04
SS&H Financial Advisors, Inc.
INCREASED2,0461,891+155+8%$1.1M$1.5M+$419.0K2026-10-28
Total Wealth Planning & Management, Inc.
DECREASED2,0442,304-260-11%$1.3M$1.5M+$184.5K2026-10-23
Tortuga Wealth Management, Inc
DECREASED2,0382,772-734-26%$1.6M$1.5M-$83.1K2026-10-27
Acorn Creek Capital LLC
INCREASED2,0381,974+64+3%$1.1M$1.5M+$366.0K2026-11-05
Gibraltar Capital Management, Inc.
INCREASED2,0351,933+102+5%$1.1M$1.5M+$386.9K2026-10-27
Courier Capital LLC
INCREASED2,0342,029+5+0%$1.1M$1.5M+$332.1K2026-10-19
Ascentis Wealth Management, LLC
INCREASED2,0321,444+588+41%$813.4K$1.5M+$660.2K2026-11-03
Guardian Capital, LLC
DECREASED2,0262,344-318-14%$1.3M$1.5M+$148.9K2026-11-06
Allegheny Financial Group
DECREASED2,0152,050-35-2%$1.2M$1.5M+$306.9K2026-11-05
Peoples Financial Services Corp.
DECREASED2,0082,058-50-2%$1.2M$1.5M+$296.9K2026-10-20
HT Partners LLC
DECREASED2,0072,011-40%$1.1M$1.5M+$323.1K2026-10-20
Fischer Financial Services, Inc.
INCREASED2,0051,914+91+5%$1.1M$1.5M+$375.9K2026-10-30
SC&H Financial Advisors, Inc.
DECREASED2,0032,008-50%$1.1M$1.5M+$321.4K2026-10-14
Advisortrust Partners, LLC
INCREASED2,0001,954+46+2%$1.1M$1.5M+$350.0K2026-11-02
Blodgett Wealth Advisors, LLC
DECREASED1,9982,016-18-1%$1.1M$1.4M+$313.4K2026-10-23
B.O.S.S. Retirement Advisors, LLC
DECREASED1,9943,387-1,393-41%$1.9M$1.4M-$461.6K2026-10-26
Piedmont Capital Management, LLC
INCREASED1,9891,984+5+0%$1.1M$1.4M+$324.8K2026-10-21
Bingham Private Wealth, LLC
INCREASED1,9881,835+153+8%$1.0M$1.4M+$408.0K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED1,9871,752+235+13%$986.8K$1.4M+$454.2K2026-10-20
Corundum Group, Inc.
INCREASED1,9821,745+237+14%$982.9K$1.4M+$454.4K2026-10-28
Yoder Wealth Management, Inc.
INCREASED1,9821,968+14+1%$1.1M$1.4M+$328.8K2026-10-13
William Mack & Associates, Inc.
INCREASED1,9771,770+207+12%$997.0K$1.4M+$436.4K2026-10-27
Towercrest Capital Management
DECREASED1,9771,987-100%$1.1M$1.4M+$314.4K2026-10-23
Client 1ST Advisory Group, LLC
DECREASED1,9722,337-365-16%$1.3M$1.4M+$113.7K2026-10-19
Sharper & Granite LLC
INCREASED1,9721,964+8+0%$1.1M$1.1M+$21.9K2026-11-02
Centerline Wealth Advisors, LLC
INCREASED1,9691,967+2+0%$1.1M$1.4M+$319.9K2026-10-15
Fire Capital Management LLC
DECREASED1,9682,352-384-16%$1.3M$1.4M+$102.3K2026-10-27
Optivise Advisory Services LLC
INCREASED1,9631,778+185+10%$1.0M$1.4M+$422.5K2026-10-19
Mechanics Financial Corp
INCREASED1,9601,939+21+1%$1.1M$1.4M+$329.1K2026-11-05
Ticino Wealth
INCREASED1,9501,892+58+3%$1.1M$1.4M+$348.4K2026-10-13
Lantz Financial LLC
INCREASED1,9451,872+73+4%$1.1M$1.4M+$356.0K2026-10-15
Adams Asset Advisors, LLC
UNCHANGED1,9381,93800%$1.1M$1.4M+$313.7K2026-10-08
Wealthcare Capital Partners, LLC
INCREASED1,9361,913+23+1%$1.1M$1.4M+$326.5K2026-10-21
Alliance Wealth Management Group
DECREASED1,9351,945-10-1%$1.1M$1.4M+$307.6K2026-10-29
David J Yvars Group
INCREASED1,9321,576+356+23%$887.8K$1.4M+$513.5K2026-10-09
Syntegra Private Wealth Group, LLC
INCREASED1,9311,856+75+4%$1.0M$1.4M+$354.8K2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED1,9211,762+159+9%$992.6K$1.4M+$425.4K2026-11-03
PUREfi Wealth, LLC
DECREASED1,9152,749-834-30%$1.5M$1.4M-$159.8K2026-10-19
Foguth Wealth Management, Llc.
INCREASED1,9121,634+278+17%$1.1M$1.4M+$300.7K2026-10-19
Guardian Asset Advisors, LLC
INCREASED1,9081,907+1+0%$1.1M$1.4M+$309.6K2026-10-16
Richardson Financial Services Inc.
DECREASED1,9051,907-20%$1.1M$1.4M+$307.3K2026-10-30
ROI Financial Advisors, LLC
DECREASED1,9001,982-82-4%$1.1M$1.4M+$261.1K2026-10-19
Northwest Wealth Management, LLC
INCREASED1,8991,812+87+5%$1.0M$1.4M+$356.4K2026-10-30
Quantum Financial Partners LLC
DECREASED1,8991,917-18-1%$1.1M$1.4M+$297.4K2026-10-19
Probity Advisors, Inc.
INCREASED1,8961,879+17+1%$1.1M$1.4M+$316.6K2026-10-23
Mengis Capital Management, Inc.
INCREASED1,8951,865+30+2%$1.1M$1.4M+$323.7K2026-10-13
Berman McAleer LLC
UNCHANGED1,8951,89500%$1.1M$1.4M+$306.9K2026-10-16
Oak Barrel Wealth Advisory LLC
INCREASED1,8901,886+4+0%$1.1M$1.4M+$308.6K2026-11-05
First National Bank Sioux Falls
DECREASED1,8841,957-73-4%$1.3M$1.4M+$41.6K2026-10-13
Hidden Cove Wealth Management, LLC
INCREASED1,8781,388+490+35%$781.8K$1.4M+$580.0K2026-10-19
Union Savings Bank
DECREASED1,8781,908-30-2%$1.1M$1.4M+$287.1K2026-10-14
Cornerstone Planning Group LLC
INCREASED1,8781,872+6+0%$1.2M$1.3M+$175.9K2026-10-16
ERn Financial, LLC
INCREASED1,8751,855+20+1%$1.0M$1.4M+$315.0K2026-10-28
Waterway Wealth Management, LLC
DECREASED1,8721,933-61-3%$1.1M$1.4M+$268.4K2026-10-28
TSA Wealth Managment LLC
INCREASED1,8651,726+139+8%$972.2K$1.4M+$380.2K2026-10-22
Nolet Wealth Management, LLC
INCREASED1,8601,664+196+12%$937.6K$1.3M+$411.6K2026-10-15
Vaughan David Investments LLC
DECREASED1,8571,859-20%$1.0M$1.3M+$300.0K2026-11-05
Arwa LLC
DECREASED1,8452,014-169-8%$1.3M$1.4M+$68.5K2026-10-21
Arcataur Capital Management LLC
UNCHANGED1,8411,84100%$1.0M$1.3M+$298.0K2026-10-21
Signature Equity Partners, LLC
DECREASED1,8372,277-440-19%$1.3M$1.3M+$50.1K2026-10-29
Clark Financial Services Group Inc
INCREASED1,8351,729+106+6%$974.1K$1.3M+$356.8K2026-10-19
Cora Capital Advisors LLC
DECREASED1,8342,180-346-16%$1.2M$1.3M+$102.0K2026-11-02
Bluesphere Advisors LLC
INCREASED1,8321,537+295+19%$865.9K$1.3M+$462.4K2026-10-19
Pennsylvania Capital Management Inc
INCREASED1,8271,564+263+17%$881.0K$1.3M+$443.9K2026-11-05
Integrity Investment Advisors, LLC
INCREASED1,8251,525+300+20%$859.1K$1.3M+$464.3K2026-11-03
Fortitude Advisory Group L.L.C.
DECREASED1,8212,342-521-22%$1.3M$1.3M+$1.5K2026-10-15
Patten & Patten Inc
DECREASED1,8141,924-110-6%$1.1M$1.3M+$231.8K2026-10-26
PFW Advisors LLC
INCREASED1,8141,730+84+5%$974.5K$1.3M+$341.0K2026-10-07
Code Waechter LLC
INCREASED1,8081,316+492+37%$741.3K$1.3M+$570.0K2026-10-23
Prentiss Smith & Co Inc
UNCHANGED1,7961,79600%$1.0M$1.3M+$290.8K2026-10-27
KG Capital Management
INCREASED1,7931,722+71+4%$970.0K$1.3M+$330.3K2026-10-15
Verum Partners LLC
INCREASED1,7911,350+441+33%$760.7K$1.3M+$538.4K2026-10-21
Brickley Wealth Management
INCREASED1,7871,539+248+16%$866.9K$1.3M+$429.0K2026-11-04
WPG Advisers, LLC
INCREASED1,7861,746+40+2%$983.5K$1.3M+$311.7K2026-10-27
Summit Financial Wealth Advisors, LLC
INCREASED1,7811,746+35+2%$983.6K$1.3M+$308.0K2026-10-15
Howard Wealth Management, LLC
UNCHANGED1,7781,77800%$1.0M$1.3M+$287.9K2026-10-28
Visionary Horizons, LLC
INCREASED1,7741,730+44+3%$974.6K$1.3M+$312.3K2026-10-22
LifeGoal Investments, LLC
INCREASED1,7731,234+539+44%$695.1K$1.3M+$590.8K2026-10-09
JGP Wealth Management, LLC
DECREASED1,7722,167-395-18%$1.2M$1.3M+$64.5K2026-10-13
Horizon Wealth Management, LLC
INCREASED1,7711,763+8+0%$993.2K$1.3M+$290.9K2026-11-02
Clarus Group, Inc.
INCREASED1,7711,770+1+0%$997.3K$1.3M+$286.9K2026-10-21
Hardworking Capital Advisors, LLC
INCREASED1,7611,676+85+5%$943.8K$1.3M+$332.9K2026-10-20
Crusonia Wealth Advisors LLC
INCREASED1,7611,716+45+3%$966.4K$1.3M+$311.0K2026-10-26
L. Roy Papp & Associates, LLP
INCREASED1,7591,711+48+3%$963.9K$1.3M+$311.8K2026-10-21
Beacon Bank & Trust
DECREASED1,7581,865-107-6%$1.1M$1.3M+$224.3K2026-10-27
Kraft, Davis & Associates, LLC
DECREASED1,7501,904-154-8%$1.2M$1.2M+$84.0K2026-10-21
TFC Financial Management, Inc.
UNCHANGED1,7501,75000%$985.5K$1.3M+$283.2K2026-10-26
Tributary Capital Management, LLC
DECREASED1,7431,916-173-9%$1.1M$1.3M+$184.7K2026-10-28
Meredith Wealth Planning
DECREASED1,7411,823-82-4%$1.0M$1.3M+$235.2K2026-10-14
Pacific Capital Wealth Advisors, Inc.
INCREASED1,7391,527+212+14%$860.3K$1.3M+$400.9K2026-10-22
Townsend Asset Management Corp
INCREASED1,7351,633+102+6%$919.9K$1.3M+$338.4K2026-10-29
Unify Financial Advisors
INCREASED1,7331,699+34+2%$957.0K$1.3M+$299.5K2026-11-03
Next Level Private LLC
INCREASED1,7311,490+241+16%$839.1K$1.3M+$416.4K2026-10-20
Phillips Financial Management, LLC
INCREASED1,7311,686+45+3%$949.7K$1.3M+$305.6K2026-10-19
Cornell Pochily Investment Advisors, Inc.
DECREASED1,7241,961-237-12%$1.1M$1.3M+$145.7K2026-10-19
Kaizen Financial Strategies
DECREASED1,7192,204-485-22%$1.4M$1.2M-$104.3K2026-10-09
Vista Investment Partners II, LLC
INCREASED1,7171,713+4+0%$965.2K$1.2M+$279.6K2026-10-15
Berkshire Money Management, Inc.
NEW1,715—+1,715——$1.2M—2026-10-21
SJS Investment Consulting Inc.
INCREASED1,7131,348+365+27%$759.4K$1.2M+$482.9K2026-10-26
Fortitude Family Office, LLC
INCREASED1,7101,195+515+43%$673.1K$1.2M+$566.9K2026-10-14
Mine & Arao Wealth Creation & Management, Llc.
INCREASED1,7101,709+1+0%$962.8K$1.2M+$277.2K2026-10-29
Birch Financial Group, LLC
DECREASED1,7061,801-95-5%$1.0M$1.2M+$222.8K2026-10-27
Burns Matteson Capital Management, LLC
DECREASED1,7042,664-960-36%$1.5M$1.2M-$264.9K2026-10-16
Aventus Investment Advisors, Inc.
INCREASED1,7041,694+10+1%$954.2K$1.2M+$281.5K2026-10-09
West Bancorporation Inc
DECREASED1,7021,763-61-3%$993.1K$1.2M+$241.2K2026-10-29
Montis Financial, LLC
DECREASED1,7011,835-134-7%$1.0M$1.2M+$199.8K2026-11-04
Pacific Sage Partners, LLC
DECREASED1,7011,739-38-2%$979.4K$1.2M+$254.2K2026-10-21
Radnor Capital Management, LLC
INCREASED1,7001,535+165+11%$864.7K$1.2M+$368.2K2026-10-23
Gouws Capital LLC
DECREASED1,7001,800-100-6%$1.0M$1.2M+$218.9K2026-10-09
Penbrook Management LLC
UNCHANGED1,7001,70000%$957.6K$1.2M+$275.2K2026-10-16
Crumly & Associates Inc.
INCREASED1,6961,458+238+16%$821.3K$1.2M+$408.3K2026-10-07
One Day In July LLC
DECREASED1,6961,764-68-4%$993.4K$1.2M+$236.9K2026-10-30
Elevate Capital Advisors, LLC
DECREASED1,6954,073-2,378-58%$2.3M$1.2M-$1.1M2026-11-02
Diversified Management Inc
DECREASED1,6922,578-886-34%$1.5M$1.2M-$225.1K2026-10-08
Adamsbrown Wealth Consultants LLC
DECREASED1,6911,789-98-5%$1.0M$1.2M+$218.9K2026-10-20
Emerald Advisors, LLC
DECREASED1,6851,829-144-8%$1.0M$1.2M+$191.7K2026-10-13
4J Wealth Management LLC
DECREASED1,6831,733-50-3%$976.4K$1.2M+$244.4K2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED1,6791,778-99-6%$1.0M$1.2M+$216.0K2026-10-08
BankChampaign, National Association
DECREASED1,6781,783-105-6%$1.0M$1.2M+$212.5K2026-10-19
Advocate Investing Services LLC
DECREASED1,6781,727-49-3%$973.0K$1.2M+$243.6K2026-10-26
Ridgecrest Wealth Partners, LLC
DECREASED1,6721,712-40-2%$964.4K$1.2M+$248.2K2026-10-19
Founders Grove Wealth Partners, LLC
INCREASED1,6701,654+16+1%$931.7K$1.2M+$279.4K2026-10-16
Wealth Preservation Advisors, LLC
INCREASED1,6691,391+278+20%$783.4K$1.2M+$426.9K2026-11-05
Aspetuck Financial Management LLC
DECREASED1,6652,100-435-21%$1.2M$1.2M+$24.5K2026-11-04
New Capital Management LP
DECREASED1,6651,683-18-1%$948.1K$1.2M+$259.5K2026-10-29
Bluedoor Private Wealth, LLC
INCREASED1,6541,629+25+2%$917.6K$1.2M+$281.8K2026-11-05
LVM Capital Management LTD
INCREASED1,650678+972+143%$382$1.2M+$1.2M2026-10-20
XY Planning Network, Inc.
INCREASED1,6501,456+194+13%$820.3K$1.2M+$376.5K2026-10-14
Stonekeep Investments, LLC
DECREASED1,6501,701-51-3%$958$1.2M+$1.2M2026-10-15
Lynx Investment Advisory
DECREASED1,6491,651-20%$929.7K$1.2M+$266.4K2026-10-27
Bria Capital Group, LLC
INCREASED1,648461+1,187+257%$259.7K$1.2M+$935.5K2026-10-22
Manchester Capital Management LLC
DECREASED1,6481,871-223-12%$1.1M$1.2M+$141.2K2026-10-22
Atlas Private Wealth Advisors
DECREASED1,6431,803-160-9%$1.0M$1.2M+$175.8K2026-10-23
Optimas Capital Ltd
NEW1,640—+1,640——$1.2M—2026-11-03
Fearless Solutions, LLC dba Best Invest
INCREASED1,6391,632+7+0%$919.1K$1.2M+$269.4K2026-10-14
Apex Wealth Management, LLC
DECREASED1,6381,643-50%$925.7K$1.2M+$262.3K2026-10-20
Rise Advisors, LLC
INCREASED1,6371,524+113+7%$858.2K$1.2M+$329.1K2026-10-16
First Business Financial Services, Inc.
DECREASED1,6364,553-2,917-64%$2.6M$1.2M-$1.4M2026-10-29
Sims Investment Management, LLC
UNCHANGED1,6361,63600%$921.5K$1.2M+$264.9K2026-10-13
Kuhn & Co Investment Counsel
INCREASED1,6341,584+50+3%$892.3K$1.2M+$292.7K2026-10-29
Nautilus Advisors LLC
INCREASED1,6301,613+17+1%$1.1M$1.2M+$102.3K2026-10-07
Summa Corp.
INCREASED1,6281,058+570+54%$596.0K$1.2M+$584.7K2026-10-30
Towerpoint Wealth, LLC
DECREASED1,6271,767-140-8%$995.6K$1.2M+$184.0K2026-10-13
Mullaney, Keating & Wright, Inc.
UNCHANGED1,6221,62200%$913.7K$1.2M+$262.6K2026-10-19
Pacific Excel Wealth Advisors, Inc.
DECREASED1,6172,801-1,184-42%$1.6M$1.2M-$406.6K2026-10-27
Patrick M Sweeney & Associates, Inc
INCREASED1,6131,594+19+1%$897.6K$1.2M+$271.8K2026-10-22
Capstone Wealth Management, LLC
INCREASED1,6121,197+415+35%$674.3K$1.2M+$494.7K2026-11-02
West Wealth Group, LLC
INCREASED1,6121,557+55+4%$877.3K$1.2M+$292.0K2026-10-14
Eurizon SLJ Capital Ltd
DECREASED1,6121,632-20-1%$919.3K$1.2M+$249.7K2026-11-06
Persium Advisors, LLC
INCREASED1,6101,460+150+10%$822.4K$1.2M+$345.1K2026-10-07
International Private Wealth Advisors LLC
DECREASED1,6081,646-38-2%$927.1K$1.2M+$239.1K2026-11-05
Legacy Wealth Management, LLC / MS
DECREASED1,6065,496-3,890-71%$3.1M$1.2M-$1.9M2026-10-30
Vilga Financial Planning LLC
INCREASED1,6011,518+83+5%$855.1K$1.2M+$305.9K2026-10-09
Nabity-Jensen Investment Management Inc
INCREASED1,5991,521+78+5%$856.8K$1.2M+$302.8K2026-10-23
Compton Wealth Advisory Group, LLC
NEW1,597—+1,597——$1.2M—2026-10-13
R2 Capital Strategies, LLC
DECREASED1,5951,633-38-2%$919.6K$1.2M+$236.9K2026-10-15
Clear Trail Advisors, LLC
DECREASED1,5931,677-84-5%$944.8K$1.2M+$210.4K2026-10-20
Davidson Trust Co
DECREASED1,5861,900-314-17%$1.1M$1.2M+$79.9K2026-10-09
Latitude Advisors, LLC
INCREASED1,5851,548+37+2%$872.2K$1.1M+$277.3K2026-10-27
Rainier Family Wealth Inc
DECREASED1,5821,626-44-3%$916.1K$1.1M+$231.4K2026-11-02
Cynosure Group, LLC
UNCHANGED1,5821,58200%$891.1K$1.1M+$256.1K2026-11-03
HMV Wealth Advisors, LLC
DECREASED1,5711,716-145-8%$966.6K$1.1M+$172.7K2026-10-27
Salvus Wealth Management, LLC
INCREASED1,5681,200+368+31%$675.9K$1.1M+$461.1K2026-10-13
Miller Financial Services LLC
DECREASED1,5661,615-49-3%$909.8K$1.1M+$226.0K2026-10-20
R. W. Roge & Company, Inc.
INCREASED1,5661,561+5+0%$879.0K$1.1M+$257.0K2026-11-04
MFG Investments, LLC
NEW1,565—+1,565——$1.1M—2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED1,5651,365+200+15%$768.7K$1.1M+$365.9K2026-10-29
SWP Financial LLC
INCREASED1,5611,530+31+2%$862.0K$1.1M+$270.2K2026-10-23
Advisory Advocates, LLC
DECREASED1,5581,642-84-5%$924.7K$1.1M+$205.3K2026-11-05
Eagle Bay Advisors LLC
INCREASED1,5581,497+61+4%$843.4K$1.1M+$286.7K2026-10-16
Tenet Wealth Partners, LLC
DECREASED1,5561,639-83-5%$973.4K$1.1M+$155.0K2026-10-19
Heck Capital Advisors, LLC
INCREASED1,5541,282+272+21%$722.1K$1.1M+$404.8K2026-10-14
Market Street Wealth Management Advisors LLC
INCREASED1,5531,441+112+8%$811.7K$1.1M+$314.5K2026-10-09
Jeter Robert S II
INCREASED1,552864+688+80%$578.2K$1.2M+$605.4K2026-10-16
Blue Bell Private Wealth Management, LLC
INCREASED1,5521,250+302+24%$704.1K$1.1M+$421.4K2026-10-29
Gratus Wealth Advisors, LLC
DECREASED1,5512,046-495-24%$1.2M$1.1M-$27.7K2026-10-26
Cacti Asset Management LLC
UNCHANGED1,5501,55000%$873.1K$1.1M+$272.0K2026-10-01
Carmel Capital Partners, LLC
DECREASED1,5473,798-2,251-59%$2.1M$1.1M-$1.0M2026-11-03
Lee Financial Co
INCREASED1,5461,455+91+6%$819.6K$1.1M+$301.5K2026-10-16
Financial Council, LLC
UNCHANGED1,5461,54600%$870.8K$1.1M+$250.3K2026-11-02
Matrix Trust Co
INCREASED1,5451,301+244+19%$733$1.1M+$1.1M2026-10-07
Instrumental Wealth, LLC
INCREASED1,5411,436+105+7%$808.8K$1.1M+$309.0K2026-10-20
Luts & Greenleigh Group, Inc.
INCREASED1,5391,511+28+2%$850.9K$1.1M+$264.9K2026-11-05
Rosenberg Matthew Hamilton
INCREASED1,5381,493+45+3%$841.0K$1.1M+$274.3K2026-10-05
Advisor Resource Council
DECREASED1,5351,580-45-3%$948.2K$1.1M+$190.6K2026-11-05
Womack Financial LLC
UNCHANGED1,5341,53400%$864.1K$1.1M+$248.3K2026-10-14
Johnson Financial Group, LLC
DECREASED1,5325,221-3,689-71%$2.9M$1.1M-$1.8M2026-11-03
Charles Schwab Trust Co
DECREASED1,5311,751-220-13%$986.3K$1.1M+$123.9K2026-10-15
Renasant Bank
DECREASED1,5293,029-1,500-50%$1.7M$1.1M-$597.4K2026-11-05
Bright Futures Wealth Management, Llc.
INCREASED1,5291,505+24+2%$847.5K$1.1M+$261.0K2026-10-23
Viewpoint Capital Management LLC
DECREASED1,5281,567-39-2%$882.5K$1.1M+$225.3K2026-10-27
Islay Capital Management, LLC
INCREASED1,5141,510+4+0%$850.6K$1.1M+$247.4K2026-10-20
Johnson Bixby & Associates, LLC
DECREASED1,5132,171-658-30%$1.2M$1.1M-$125.7K2026-10-14
ACT Advisors, Llc.
INCREASED1,5121,301+211+16%$732.7K$1.1M+$363.6K2026-10-15
Box Hill Private Wealth LLC
DECREASED1,5121,722-210-12%$969.8K$1.1M+$126.7K2026-10-05
PCG Asset Management, LLC
DECREASED1,5121,541-29-2%$868.0K$1.1M+$228.4K2026-11-05
Avalon Capital Management
INCREASED1,509866+643+74%$487.8K$1.1M+$606.5K2026-11-04
Vista Investment Partners LLC
DECREASED1,5082,240-732-33%$1.3M$1.1M-$168.2K2026-10-08
Seelaus Asset Management LLC
DECREASED1,5041,637-133-8%$922.1K$1.1M+$168.6K2026-10-14
Camden National Bank
INCREASED1,5031,431+72+5%$806.1K$1.1M+$283.9K2026-11-02
Smith Shellnut Wilson LLC
UNCHANGED1,5021,50200%$846.1K$1.1M+$243.2K2026-10-21
Absolute Capital Management, LLC
INCREASED1,500931+569+61%$524.8K$1.1M+$563.3K2026-10-16
Private Client Services, LLC
DECREASED1,5001,679-179-11%$945.8K$1.1M+$141.7K2026-10-02
Howard Capital Management Group, LLC
DECREASED1,4981,599-101-6%$900.5K$1.1M+$186.3K2026-10-16
Worth Asset Management, LLC
INCREASED1,4971,114+383+34%$627.6K$1.1M+$458.2K2026-10-07
4Wealth Advisors, Inc.
DECREASED1,4942,603-1,109-43%$1.5M$1.1M-$359.9K2026-10-13
Baron Wealth Management LLC
DECREASED1,4941,776-282-16%$1.0M$1.1M+$83.0K2026-10-27
ProCore Advisors, LLC
DECREASED1,4931,760-267-15%$991.4K$1.1M+$91.6K2026-10-14
Redwood Financial Network Corp
DECREASED1,4871,725-238-14%$971.9K$1.1M+$106.8K2026-11-03
Morling Financial Advisors, LLC
DECREASED1,4871,590-103-6%$895.6K$1.1M+$182.7K2026-10-28
Shira Ridge Wealth Management
DECREASED1,4831,900-417-22%$1.1M$1.1M+$5.2K2026-10-09
MBA Advisors LLC
DECREASED1,4771,938-461-24%$1.1M$1.1M-$20.6K2026-10-29
Echo45 Advisors LLC
INCREASED1,4751,220+255+21%$687.3K$1.1M+$382.6K2026-10-07
Uniting Wealth Partners, LLC
INCREASED1,4721,292+180+14%$727.9K$1.1M+$339.7K2026-11-06
Accelerate Investment Advisors LLC
DECREASED1,4721,576-104-7%$887.5K$1.1M+$179.9K2026-11-02
Center for Financial Planning, Inc.
INCREASED1,4671,257+210+17%$708.1K$1.1M+$355.8K2026-10-26
Old Mission Investment Co LLC
INCREASED1,4651,464+1+0%$824.7K$1.1M+$237.8K2026-10-22
Register Financial Advisors LLC
DECREASED1,4641,469-50%$827.7K$1.1M+$234.3K2026-10-23
Scissortail Wealth Management, LLC
INCREASED1,4581,146+312+27%$645.6K$1.1M+$411.8K2026-11-03
Investment Partners, Ltd.
INCREASED1,450591+859+145%$332.9K$1.1M+$718.4K2026-10-29
Tctc Holdings, LLC
UNCHANGED1,4441,44400%$813.4K$1.0M+$233.8K2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED1,4412,134-693-32%$1.2M$1.0M-$157.1K2026-11-04
TruNorth Capital Management, LLC
INCREASED1,4401,111+329+30%$625.8K$1.0M+$418.4K2026-10-14
Sweeney & Michel, LLC
DECREASED1,4351,603-168-10%$948.9K$1.0M+$91.9K2026-10-16
Signature Resources Capital Management, LLC
INCREASED1,431672+759+113%$378.4K$1.0M+$659.2K2026-10-16
Wealth Intelligence, LLC
INCREASED1,4311,355+76+6%$763.5K$1.0M+$273.9K2026-10-16
Peoples Bank
DECREASED1,4311,461-30-2%$823.0K$1.0M+$214.8K2026-10-09
Voisard Asset Management Group, Inc.
INCREASED1,4301,401+29+2%$789.1K$1.0M+$248.0K2026-10-13
Members Wealth LLC
INCREASED1,4271,307+120+9%$736.1K$1.0M+$293.1K2026-10-20
Heritage Wealth Management, Inc.
DECREASED1,4271,492-65-4%$840.4K$1.0M+$194.4K2026-10-28
Sprinkle Financial Consultants LLC
DECREASED1,4251,464-39-3%$824.8K$1.0M+$208.6K2026-10-09
Momentous Wealth Management, Inc.
DECREASED1,4241,609-185-11%$906.3K$1.0M+$126.3K2026-10-21
Wolff Financial Management LLC
UNCHANGED1,4211,42100%$800.3K$1.0M+$230.1K2026-10-23
Petros Family Wealth, LLC
DECREASED1,4191,803-384-21%$1.0M$1.0M+$13.4K2026-10-28
Brown Wealth Management, LLC
INCREASED1,4171,189+228+19%$669.9K$1.0M+$357.9K2026-10-20
Texas Bank & Trust Co
INCREASED1,4151,370+45+3%$771.7K$1.0M+$254.4K2026-11-04
Garner Asset Management Corp
INCREASED1,4111,392+19+1%$784.1K$889.7K+$105.6K2026-10-30
Sather Financial Group Inc
INCREASED1,4091,393+16+1%$784.8K$1.0M+$237.0K2026-10-30
Heartwood Wealth Advisors LLC
INCREASED1,4051,223+182+15%$688.9K$1.0M+$330.0K2026-10-05
Winthrop Capital Management, LLC
INCREASED1,4041,398+6+0%$788.0K$1.0M+$230.2K2026-11-05
Wiser Wealth Management, Inc
INCREASED1,4031,306+97+7%$735.7K$1.0M+$281.8K2026-10-14
Neumann Capital Management, LLC
NEW1,399—+1,399——$1.0M—2026-10-15
Connecticut Capital Management Group, LLC
INCREASED1,3961,209+187+15%$681.0K$1.0M+$331.3K2026-10-29
Defined Wealth Management, LLC
INCREASED1,3961,326+70+5%$746.9K$1.0M+$265.4K2026-10-19
Legacies Wealth LLC
UNCHANGED1,3941,39400%$785.2K$1.0M+$225.7K2026-11-02
Willner & Heller, LLC
DECREASED1,3921,412-20-1%$795.3K$1.0M+$213.8K2026-10-28
Arlington Trust Co LLC
DECREASED1,3901,587-197-12%$893.9K$1.0M+$114.1K2026-10-20
Firethorn Wealth Partners, LLC
DECREASED1,3871,598-211-13%$900.2K$1.0M+$105.6K2026-10-14
Key FInancial Inc
INCREASED1,3851,303+82+6%$734.0K$1.0M+$270.4K2026-11-02
Horst & Graben Wealth Management LLC
INCREASED1,3851,335+50+4%$818.5K$1.0M+$185.9K2026-11-02
Peachtree Investment Partners, LLC
DECREASED1,3821,384-20%$779.7K$1.0M+$222.1K2026-11-05
jvl associates llc
INCREASED1,3721,194+178+15%$672.6K$995.0K+$322.4K2026-10-09
Cottage Street Advisors LLC
DECREASED1,3691,380-11-1%$777.4K$993.0K+$215.6K2026-10-19
S&A Financial Services, Inc.
DECREASED1,3691,370-10%$771.9K$993.0K+$221.1K2026-11-03
GenWealth Group, Inc.
DECREASED1,3691,370-10%$771.7K$993.5K+$221.8K2026-10-16
Odyssey Capital Advisors, Inc.
DECREASED1,3661,729-363-21%$973.8K$990.3K+$16.5K2026-10-26
Entrewealth, LLC
INCREASED1,3661,242+124+10%$732.5K$990.4K+$257.9K2026-10-14
Thompson Davis & Co., Inc.
UNCHANGED1,3661,36600%$769.5K$990.6K+$221.1K2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
INCREASED1,3621,235+127+10%$695.7K$987.7K+$292.0K2026-11-02
Sentinel Pension Advisors, LLC
INCREASED1,359985+374+38%$636.4K$985.8K+$349.4K2026-11-02
Atala Financial Inc
DECREASED1,3583,404-2,046-60%$1.9M$637.7K-$1.3M2026-10-22
Lakewood Asset Management LLC
UNCHANGED1,3561,35600%$763.8K$983.3K+$219.5K2026-10-26
Gen-Wealth Partners Inc
INCREASED1,3551,325+30+2%$746.2K$982.5K+$236.3K2026-11-04
Values Added Financial LLC
DECREASED1,3531,823-470-26%$1.0M$981.2K-$45.7K2026-10-28
West Paces Advisors Inc.
INCREASED1,3461,314+32+2%$740.2K$976.1K+$235.9K2026-10-13
Family Investment Center, Inc.
INCREASED1,340561+779+139%$316.0K$971.7K+$655.7K2026-10-19
Richard P Slaughter Associates Inc
DECREASED1,3401,770-430-24%$997.0K$972.0K-$25.0K2026-10-13
Pachira Investments Inc.
INCREASED1,3351,258+77+6%$708.4K$968.4K+$260.0K2026-10-14
Focused Alpha, LLC
DECREASED1,3313,223-1,892-59%$1.8M$965.4K-$850.0K2026-10-20
Future Financial Wealth Managment LLC
DECREASED1,3241,430-106-7%$866.7K$960.1K+$93.4K2026-10-15
Pekin Hardy Strauss, Inc.
DECREASED1,3241,379-55-4%$776.8K$960.1K+$183.4K2026-11-02
Jackson Square Capital, LLC
INCREASED1,321477+844+177%$268.7K$958.0K+$689.3K2026-10-19
First City Capital Management, Inc.
DECREASED1,3151,387-72-5%$781.3K$953.6K+$172.3K2026-10-27
Prospect Financial Group LLC
DECREASED1,3141,592-278-17%$896.8K$952.9K+$56.1K2026-11-05
Strengthening Families & Communities, LLC
DECREASED1,3101,416-106-7%$797.8K$950.1K+$152.3K2026-10-21
River Street Advisors LLC
NEW1,309—+1,309——$949.3K—2026-10-22
WMG Financial Advisors, LLC
UNCHANGED1,3091,30900%$737.4K$737.4K$02026-10-28
Kaufman Rossin Wealth, LLC
INCREASED1,308502+806+161%$316.8K$948.3K+$631.5K2026-10-19
Riverwater Partners LLC
INCREASED1,3071,265+42+3%$712.6K$947.8K+$235.2K2026-11-03
Uptown Financial Advisors LLC
INCREASED1,3071,273+34+3%$717.1K$947.8K+$230.7K2026-10-15
Shakespeare Wealth Management, LLC
INCREASED1,3061,222+84+7%$688.1K$946.8K+$258.7K2026-10-28
Cooper S Advisors, LLC
DECREASED1,3051,347-42-3%$759.0K$946.6K+$187.7K2026-11-03
Ahara Advisors LLC
INCREASED1,3011,084+217+20%$610.7K$943.6K+$332.9K2026-10-29
CWC Advisors, Llc.
DECREASED1,2971,305-8-1%$735.1K$940.6K+$205.5K2026-10-15
UMB Private Wealth Management, LLC
NEW1,293—+1,293——$937.7K—2026-10-19
Family Capital Management, Inc.
INCREASED1,2911,143+148+13%$643.9K$936.5K+$292.6K2026-11-03
Vaquero Private Wealth, LTD
DECREASED1,2871,489-202-14%$838.6K$933.2K+$94.6K2026-10-27
First United Bank & Trust
UNCHANGED1,2871,28700%$725.0K$933.3K+$208.4K2026-10-22
Kimelman & Baird, LLC
INCREASED1,2861,109+177+16%$624.7K$932.6K+$307.9K2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED1,2841,378-94-7%$766.8K$930.9K+$164.2K2026-10-13
Groesbeck Investment Management Corp
DECREASED1,2801,340-60-4%$755$928.0K+$927.2K2026-10-26
Avion Wealth
INCREASED1,2771,201+76+6%$676.0K$926.0K+$250.0K2026-11-04
Roof Eidam Maycock Peralta, LLC
INCREASED1,2761,255+21+2%$706.9K$925.3K+$218.4K2026-10-15
Variant Private Wealth, LLC
DECREASED1,2751,311-36-3%$738.6K$924.6K+$186.1K2026-10-21
Intergy Private Wealth, LLC
DECREASED1,2691,423-154-11%$801.3K$920.0K+$118.6K2026-10-16
Precedent Wealth Partners, LLC
INCREASED1,2691,164+105+9%$655.9K$920.1K+$264.2K2026-10-21
TrustBank
DECREASED1,2671,365-98-7%$768.9K$918.8K+$149.9K2026-10-20
Carrera Capital Advisors
DECREASED1,2671,341-74-6%$755.3K$919.1K+$163.8K2026-11-03
Avail Investment Partners, LLC
DECREASED1,2641,373-109-8%$773.3K$916.5K+$143.2K2026-10-16
Quartz Partners, LLC
DECREASED1,2601,362-102-7%$767.2K$913.7K+$146.5K2026-11-03
Cap Partners, LLC
INCREASED1,2601,258+2+0%$708.8K$914.0K+$205.2K2026-10-19
KFG Wealth Management, LLC
DECREASED1,2521,366-114-8%$769.3K$907.8K+$138.5K2026-10-16
Omnitrust Wealth Management, Inc
NEW1,248—+1,248——$905.0K—2026-11-02
Gallacher Capital Management LLC
DECREASED1,2481,703-455-27%$959.0K$905.1K-$53.9K2026-10-30
BlueChip Wealth Advisors LLC
INCREASED1,248809+439+54%$455.5K$905.4K+$450.0K2026-11-03
Exchange Bank
DECREASED1,2481,267-19-1%$713.7K$905.0K+$191.3K2026-10-07
BayBridge Capital Group, LLC
INCREASED1,247837+410+49%$471.4K$904.4K+$433.0K2026-10-13
Monte Financial Group, LLC
UNCHANGED1,2451,24500%$693.1K$902.8K+$209.7K2026-11-02
Tenzing Financial LLC
INCREASED1,2401,210+30+2%$726.4K$874.8K+$148.4K2026-11-03
Value Investment Professionals, LLC
INCREASED1,2401,239+1+0%$698.0K$899.1K+$201.0K2026-10-13
Frederick Financial Consultants, LLC
INCREASED1,2361,119+117+10%$630.2K$896.3K+$266.1K2026-10-29
Epiq Partners, LLC
UNCHANGED1,2351,23500%$695.7K$895.6K+$199.9K2026-10-07
Summit Investment Advisors, Inc.\KS
DECREASED1,2331,242-9-1%$699.8K$893.9K+$194.1K2026-11-05
Pine Haven Investment Counsel, Inc
DECREASED1,2271,312-85-6%$739.0K$889.8K+$150.8K2026-11-02
Park Capital Management, LLC / WI
INCREASED1,2261,076+150+14%$606.1K$889.1K+$283.0K2026-10-13
Nikulski Financial, Inc.
DECREASED1,2241,258-34-3%$708.6K$887.6K+$179.0K2026-11-06
Live Oak Private Wealth LLC
INCREASED1,2191,147+72+6%$646.1K$884.0K+$237.9K2026-11-02
Searle & Co.
UNCHANGED1,2161,21600%$685.0K$881.8K+$196.9K2026-11-04
Financial Planning Hawaii, Inc.
UNCHANGED1,2161,21600%$684.9K$881.8K+$196.9K2026-10-13
Topel & Distasi Wealth Management, LLC
INCREASED1,2151,107+108+10%$623.6K$881.1K+$257.5K2026-11-05
Bank & Trust Co
INCREASED1,2141,164+50+4%$655.7K$880.4K+$224.7K2026-10-07
Braun-Bostich & Associates Inc.
DECREASED1,2121,299-87-7%$731.7K$878.9K+$147.2K2026-10-20
Capitol Family Office, Inc.
INCREASED1,210950+260+27%$535.1K$877.3K+$342.1K2026-10-13
Stronghold Wealth Management L.L.C.
DECREASED1,2081,245-37-3%$701.3K$876.0K+$174.7K2026-10-16
Bill Few Associates, Inc.
INCREASED1,2061,191+15+1%$671.1K$874.3K+$203.2K2026-10-09
Tounjian Advisory Partners, LLC
DECREASED1,2051,493-288-19%$841.1K$873.6K+$32.5K2026-11-04
Canton Hathaway, LLC
INCREASED1,2051,198+7+1%$675.0K$874.0K+$199.1K2026-10-23
C2c Wealth Management, LLC
INCREASED1,2021,165+37+3%$656.2K$871.7K+$215.4K2026-10-20
Waterfront Wealth Inc.
DECREASED1,2011,243-42-3%$831.9K$826.8K-$5.1K2026-11-03
Baker Boyer National Bank
INCREASED1,2001,199+1+0%$675.4K$870.2K+$194.8K2026-11-05
Innova Wealth Partners
DECREASED1,1971,200-30%$676.2K$867.8K+$191.6K2026-10-21
JSF Financial, LLC
DECREASED1,1961,262-66-5%$711.1K$867.1K+$156.0K2026-10-22
Buckhead Capital Management LLC
INCREASED1,191751+440+59%$423.0K$863.7K+$440.7K2026-11-03
RVW Wealth, LLC
INCREASED1,1911,157+34+3%$652.0K$863.7K+$211.8K2026-10-06
Fulcrum Equity Management
DECREASED1,1901,394-204-15%$785.3K$863.1K+$77.8K2026-10-21
Williams & Novak Wealth Management, LLC
INCREASED1,1891,024+165+16%$576.9K$862.3K+$285.4K2026-10-09
Lord & Richards Wealth Management, LLC
INCREASED1,188739+449+61%$416.0K$861.5K+$445.4K2026-10-14
Austin Asset Management Co Inc
INCREASED1,1881,172+16+1%$660.2K$861.5K+$201.3K2026-10-29
WBI Investments, LLC
DECREASED1,1862,435-1,249-51%$1.4M$860.2K-$511.7K2026-11-05
Eagle Wealth Strategies LLC
DECREASED1,1851,254-69-5%$706.3K$859.5K+$153.2K2026-10-20
MinichMacGregor Wealth Management, LLC
DECREASED1,1841,228-44-4%$692.0K$859.1K+$167.1K2026-10-14
Gaddis Premier Wealth Advisors LLC
DECREASED1,1821,369-187-14%$771.1K$857.2K+$86.0K2026-10-29
Kings Path Partners LLC
UNCHANGED1,1801,18000%$664.7K$855.7K+$191.0K2026-10-21
Covestor Ltd
DECREASED1,1791,444-265-18%$814.0K$856.0K+$42.0K2026-10-30
Alhambra Investment Management LLC
DECREASED1,1781,187-9-1%$668.6K$854.3K+$185.6K2026-10-15
Altus Wealth Group LLC
DECREASED1,1741,209-35-3%$681.0K$851.4K+$170.3K2026-10-20
Clark Wealth Partners
DECREASED1,1681,192-24-2%$671.7K$847.3K+$175.7K2026-10-19
Lountzis Asset Management, LLC
INCREASED1,162745+417+56%$419.7K$842.7K+$423.0K2026-10-30
Steinberganna Wealth Management
INCREASED1,1621,161+1+0%$654.2K$842.6K+$188.4K2026-10-23
Inspirion Wealth Advisors, LLC
DECREASED1,1601,233-73-6%$755.8K$841.4K+$85.5K2026-10-09
Enzi Wealth
INCREASED1,1601,096+64+6%$724.5K$884.5K+$160.0K2026-10-14
Granville Capital, Inc.
INCREASED1,1591,020+139+14%$574.8K$840.2K+$265.3K2026-11-05
tru Independence LLC
INCREASED1,1571,106+51+5%$622.8K$839.1K+$216.3K2026-10-20
Mission Financial Group, LLC
INCREASED1,1561,131+25+2%$636.9K$838.3K+$201.4K2026-10-21
Spectrum Planning & Advisory Services Inc.
INCREASED1,153784+369+47%$441.4K$835.9K+$394.5K2026-11-05
KW Wealth Management LLC
NEW1,152—+1,152——$835.4K—2026-10-28
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED1,1521,15200%$648.7K$835.1K+$186.4K2026-11-03
Van Cleef Asset Management,Inc
DECREASED1,1501,290-140-11%$726.6K$834.0K+$107.3K2026-10-20
Centerpoint Advisory Group
DECREASED1,1481,249-101-8%$703.6K$832.5K+$129.0K2026-10-23
DB&C Advisors, LLC
UNCHANGED1,1461,14600%$645.5K$831.4K+$185.8K2026-10-26
OAK Family Advisors, LLC
DECREASED1,1451,155-10-1%$650.6K$830.3K+$179.7K2026-10-19
Financial Consulate, Inc
INCREASED1,1441,091+53+5%$614.6K$829.7K+$215.1K2026-10-23
Salomon & Ludwin, LLC
DECREASED1,1431,197-54-5%$733.7K$828.9K+$95.2K2026-10-29
Raab & Moskowitz Asset Management LLC
UNCHANGED1,1431,14300%$643.9K$828.9K+$185.1K2026-11-02
Presilium Private Wealth, LLC
INCREASED1,142949+193+20%$534.8K$828.5K+$293.7K2026-10-26
Eukles Asset Management
INCREASED1,14120+1,121+5605%$11.3K$827.4K+$816.2K2026-11-04
Merrion Investment Management Co, LLC
INCREASED1,1401,100+40+4%$619.6K$826.7K+$207.1K2026-10-16
Wealthstar Advisors, LLC
INCREASED1,1401,138+2+0%$641.3K$826.6K+$185.4K2026-10-19
Bullseye Investment Management, LLC
INCREASED1,139595+544+91%$335.2K$826.0K+$490.8K2026-10-29
Insight Wealth Strategies, LLC
INCREASED1,1391,065+74+7%$652.6K$826.2K+$173.6K2026-10-09
Lawood & Co
DECREASED1,1391,180-41-3%$664.7K$826.0K+$161.3K2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED1,1381,533-395-26%$863.5K$825.3K-$38.3K2026-10-21
Grey Fox Wealth Advisors, LLC
DECREASED1,1341,331-197-15%$750.0K$822.5K+$72.5K2026-11-03
Successful Portfolios LLC
INCREASED1,1341,128+6+1%$733.5K$839.5K+$106.0K2026-10-09
Cpwa, LLC
INCREASED1,1321,097+35+3%$618.1K$841.2K+$223.1K2026-11-04
Veery Capital, LLC
DECREASED1,1321,139-7-1%$641.7K$821.2K+$179.5K2026-10-07
Cadinha & Co LLC
DECREASED1,1315,236-4,105-78%$2.9M$820.2K-$2.1M2026-10-22
Livet Wealth, LLC
INCREASED1,129982+147+15%$553.2K$818.7K+$265.6K2026-10-27
Oregon Pacific Wealth Management, LLC
DECREASED1,1281,427-299-21%$803.8K$818.0K+$14.2K2026-10-20
Security Financial Services, Inc.
INCREASED1,1271,012+115+11%$570.3K$817.6K+$247.3K2026-10-29
Nova R Wealth, Inc.
DECREASED1,1231,127-40%$635.1K$814.0K+$179.0K2026-10-26
Global Strategic Investment Solutions, LLC
INCREASED1,1221,089+33+3%$613.5K$813.8K+$200.3K2026-10-16
Fonville Wealth Management LLC
INCREASED1,1201,087+33+3%$612.3K$812.3K+$200.0K2026-10-28
Compass Financial Group, Inc
UNCHANGED1,1201,12000%$630.8K$812.2K+$181.3K2026-10-13
American State Bank (Iowa)
INCREASED1,1171,028+89+9%$579.1K$810.0K+$231.0K2026-11-03
Grantvest Financial Group LLC
UNCHANGED1,1171,11700%$629.0K$810.2K+$181.3K2026-10-21
First Financial Bank - Trust Division
DECREASED1,1161,316-200-15%$741.3K$809.3K+$68.0K2026-10-01
RS Crum Inc.
DECREASED1,1151,167-52-4%$657.2K$808.5K+$151.3K2026-10-19
Verus Financial Partners, Inc.
INCREASED1,1151,075+40+4%$605.5K$808.5K+$203.1K2026-10-29
MFA Wealth Services
INCREASED1,1131,059+54+5%$596.4K$807.2K+$210.8K2026-10-14
BostonPremier Wealth LLC
DECREASED1,1131,136-23-2%$639.9K$807.4K+$167.5K2026-10-16
Madrona Financial Services, LLC
INCREASED1,110999+111+11%$562.5K$804.7K+$242.2K2026-10-23
Manske Wealth Management
INCREASED1,1101,067+43+4%$601.0K$805.0K+$203.9K2026-10-26
WealthPoint Financial, LLC
INCREASED1,1091,083+26+2%$610.2K$804.4K+$194.2K2026-11-03
Trueblood Wealth Management, LLC
INCREASED1,1071,099+8+1%$619.1K$802.5K+$183.4K2026-10-23
Align Financial, LLC
INCREASED1,1071,100+7+1%$619.8K$803.0K+$183.2K2026-10-16
TCV Trust & Wealth Management, Inc.
INCREASED1,1061,033+73+7%$581.9K$802.0K+$220.2K2026-10-16
Ares Financial Consulting, LLC
INCREASED1,1021,070+32+3%$602.9K$799.5K+$196.6K2026-10-19
Mach-1 Financial Group, LLC
DECREASED1,1002,340-1,240-53%$1.3M$797.7K-$520.4K2026-11-06
Essential Partners LLC
INCREASED1,100772+328+42%$434.9K$797.7K+$362.8K2026-10-14
LongView Wealth Management
DECREASED1,1001,312-212-16%$739.1K$797.9K+$58.7K2026-10-19
Emergent Wealth Advisors, LLC
DECREASED1,0981,134-36-3%$637.5K$796.3K+$158.7K2026-10-09
626 Financial, LLC
DECREASED1,0981,122-24-2%$632.3K$796.0K+$163.7K2026-11-04
Mainsail Asset Management, LLC
DECREASED1,0961,118-22-2%$722.4K$809.6K+$87.1K2026-10-14
TCP Asset Management, LLC
INCREASED1,093754+339+45%$424.7K$796.0K+$371.2K2026-10-14
Curran Financial Partners, LLC
DECREASED1,0871,173-86-7%$661.0K$787.9K+$126.9K2026-11-04
Spartan Planning & Wealth Management
NEW1,086—+1,086——$787.5K—2026-10-13
StrongBox Wealth, LLC
DECREASED1,0862,696-1,610-60%$1.5M$787.5K-$731.1K2026-11-02
Legacy Wealth Partners, LLC
INCREASED1,086953+133+14%$537.0K$787.8K+$250.8K2026-10-15
Ledyard National Bank
DECREASED1,0821,219-137-11%$686.7K$784.6K+$98.0K2026-10-21
Duncker Streett & Co Inc
DECREASED1,0811,792-711-40%$1.0M$783.9K-$225.5K2026-10-27
Sterling Financial Planning, Inc.
INCREASED1,0761,031+45+4%$580.6K$780.2K+$199.7K2026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED1,0761,07600%$606.2K$780.5K+$174.2K2026-11-03
Tiller Private Wealth, Inc.
INCREASED1,0731,046+27+3%$589.3K$778.2K+$188.9K2026-10-26
Sierra Ocean, LLC
DECREASED1,0731,077-40%$606.8K$778.2K+$171.5K2026-11-03
Investmark Advisory Group LLC
INCREASED1,072958+114+12%$539.9K$777.8K+$237.9K2026-10-27
Old North State Wealth Management, LLC
DECREASED1,0721,094-22-2%$618.9K$781.4K+$162.4K2026-10-22
James Hambro & Partners LLP
INCREASED1,071935+136+15%$526.4K$777.0K+$250.6K2026-10-19
Certified Advisory Corp
DECREASED1,0701,227-157-13%$690.9K$776.0K+$85.1K2026-10-29
Idaho Trust Co
INCREASED1,0681,031+37+4%$580.7K$774.5K+$193.7K2026-11-04
Gruss & Co., LLC
INCREASED1,0601,000+60+6%$563.3K$768.7K+$205.4K2026-11-02
Reynders McVeigh Capital Management, LLC
DECREASED1,0591,080-21-2%$608.0K$767.9K+$159.9K2026-10-30
Juncture Wealth Strategies, LLC
DECREASED1,0561,260-204-16%$709.8K$765.4K+$55.7K2026-10-06
Orin Green Financial, LLC
UNCHANGED1,0551,05500%$594.3K$765.1K+$170.8K2026-10-19
Crescent Grove Advisors, LLC
DECREASED1,0531,130-77-7%$636.5K$763.6K+$127.1K2026-10-21
Broadway Wealth Solutions, Inc.
INCREASED1,051989+62+6%$557.3K$762.5K+$205.2K2026-10-21
Del-Sette Capital Management, LLC
DECREASED1,0511,084-33-3%$610.8K$762.4K+$151.6K2026-10-23
Dagco, Inc.
DECREASED1,0501,093-43-4%$615.7K$761.6K+$145.8K2026-10-20
Financial Planning Navigators Corp
INCREASED1,046931+115+12%$524.5K$758.6K+$234.1K2026-10-14
Triasima Portfolio Management inc.
INCREASED1,044801+243+30%$451.2K$757.1K+$305.9K2026-10-15
Investment Management Corp
INCREASED1,040921+119+13%$518.5K$754.2K+$235.7K2026-11-03
Yanni & Associates Investment Advisors, LLC
INCREASED1,0401,019+21+2%$574.0K$754.2K+$180.2K2026-10-14
Smallwood Wealth Investment Management, LLC
INCREASED1,039576+463+80%$324.5K$753.5K+$429.0K2026-10-30
AWM Capital, LLC
INCREASED1,036774+262+34%$435.8K$751.8K+$316.1K2026-10-16
TopTier Wealth Management, LLC
DECREASED1,0321,044-12-1%$588.0K$748.4K+$160.4K2026-10-16
Private Wealth Management Group, LLC
DECREASED1,0271,041-14-1%$586.6K$745.0K+$158.5K2026-10-19
Ipswich Investment Management Co., Inc.
DECREASED1,0241,057-33-3%$595.1K$742.2K+$147.1K2026-10-13
KDK Private Wealth Management, LLC
INCREASED1,0241,004+20+2%$565.5K$742.6K+$177.0K2026-11-03
Mid-American Wealth Advisory Group, Inc.
INCREASED1,023855+168+20%$481.4K$741.6K+$260.2K2026-10-21
Avid Wealth Partners LLC
INCREASED1,023951+72+8%$535.7K$741.9K+$206.2K2026-11-03
Finward Bancorp
UNCHANGED1,0211,02100%$575.1K$740.4K+$165.3K2026-10-14
Peterson Wealth Advisors, LLC
INCREASED1,020990+30+3%$557.8K$739.4K+$181.5K2026-10-08
PFG Private Wealth Management, LLC
INCREASED1,018864+154+18%$486.7K$738.4K+$251.6K2026-10-15
Financial Harvest, LLC
INCREASED1,015864+151+17%$486.8K$736.2K+$249.4K2026-10-15
Cathy Pareto & Associates, Inc
INCREASED1,012991+21+2%$558.4K$734.2K+$175.8K2026-10-15
Wagner Wealth Management, LLC
DECREASED1,0111,088-77-7%$612.8K$733.1K+$120.4K2026-10-21
Atwater Malick LLC
DECREASED1,0111,026-15-1%$578.1K$733.4K+$155.3K2026-10-15
Cannon Advisors, Inc.
DECREASED1,0082,249-1,241-55%$1.5M$768.6K-$718.1K2026-10-14
Tsfg, LLC
DECREASED1,0081,967-959-49%$1.1M$731.0K-$377.0K2026-10-23
Ballast, Inc.
INCREASED1,008852+156+18%$479.9K$731.0K+$251.1K2026-10-20
Wingate Wealth Advisors, Inc.
DECREASED1,0071,027-20-2%$578.5K$730.5K+$152.0K2026-10-26
BCS Wealth Management
DECREASED1,0011,101-100-9%$620.2K$726.0K+$105.7K2026-11-03
Tortoise Investment Management, LLC
DECREASED1,0001,095-95-9%$616.5K$724.9K+$108.4K2026-11-06
LifeSteps Financial, Inc.
DECREASED1,0001,027-27-3%$578.5K$725.2K+$146.7K2026-10-15
Castellan Group
UNCHANGED1,0001,00000%$563.3K$725.2K+$161.9K2026-10-19
Boit C F David
UNCHANGED1,0001,00000%$563.3K$725.2K+$161.9K2026-10-29
Maltin Wealth Management, Inc.
DECREASED9951,645-650-40%$926.4K$721.3K-$205.2K2026-10-13
McHugh Group, LLC
UNCHANGED99299200%$559.1K$719.8K+$160.7K2026-10-19
Opulen Financial Group LLC
INCREASED990929+61+7%$523.3K$718.0K+$194.7K2026-10-22
CWS Financial Advisors, LLC
DECREASED987988-10%$556.5K$715.5K+$159.0K2026-10-16
Guardian Partners Inc.
DECREASED9841,134-150-13%$638.8K$713.6K+$74.8K2026-10-21
Burk Holdings LLC
INCREASED980939+41+4%$528.9K$710.7K+$181.7K2026-11-05
Able Wealth Management LLC
INCREASED978874+104+12%$466.2K$725.3K+$259.1K2026-10-13
Baring Financial LLC
INCREASED977946+31+3%$532.8K$708.7K+$175.8K2026-10-07
Shayne & Jacobs, LLC
UNCHANGED97597500%$549.2K$707.1K+$157.8K2026-10-21
Inlet Private Wealth, LLC
DECREASED9701,470-500-34%$828.3K$703.7K-$124.5K2026-10-21
CLG LLC
DECREASED9701,026-56-5%$577.7K$703.2K+$125.6K2026-10-13
Guilbault Capital LLC
DECREASED9692,200-1,231-56%$1.2M$702.7K-$536.5K2026-10-28
BankPlus Wealth Management LLC
INCREASED969943+26+3%$531.8K$703.0K+$171.2K2026-10-13
Orgel Wealth Management, LLC
INCREASED968960+8+1%$540.8K$702.0K+$161.2K2026-10-14
Powers Advisory Group, LLC
INCREASED966793+173+22%$446.5K$700.6K+$254.1K2026-10-14
Paulson Wealth Management Inc.
INCREASED966959+7+1%$540.2K$700.5K+$160.3K2026-11-02
Birchwood Financial Partners, Inc.
UNCHANGED96396300%$542.6K$698.6K+$156.0K2026-11-02
Canandaigua National Trust Co of Florida
NEW962—+962——$697.6K—2026-10-07
Barden Capital Management, Inc.
DECREASED9621,966-1,004-51%$1.1M$697.6K-$409.8K2026-10-09
Strata Wealth Advisors, LLC
INCREASED962787+175+22%$443.3K$697.6K+$254.3K2026-10-16
Atwood & Palmer Inc
UNCHANGED96296200%$541.9K$697.6K+$155.7K2026-10-08
Lincoln Capital LLC
INCREASED961957+4+0%$539.1K$698.9K+$159.8K2026-10-09
Heritage OAK Wealth Advisors LLC
INCREASED960724+236+33%$407.6K$696.4K+$288.8K2026-10-14
Financial Insights, Inc.
INCREASED960879+81+9%$495.1K$696.2K+$201.0K2026-10-27
15 Wealth Advisors LLC
NEW959—+959——$695.8K—2026-10-14
Woodard & Co Asset Management Group Inc
DECREASED9593,324-2,365-71%$1.9M$695.3K-$1.2M2026-11-03
IronOak Wealth Llc.
NEW958—+958——$694.7K—2026-11-06
LAM Group, Inc.
UNCHANGED95895800%$539.6K$694.7K+$155.1K2026-10-26
Highland Financial Advisors, LLC
INCREASED957881+76+9%$496.3K$694.1K+$197.8K2026-10-19
Armstrong Advisory Group, Inc
DECREASED9541,137-183-16%$640.6K$692.0K+$51.4K2026-10-09
Sard Wealth Management Group, LLC
INCREASED953946+7+1%$532.6K$691.1K+$158.5K2026-10-16
Clear Point Advisors Inc.
INCREASED952840+112+13%$473.0K$690.2K+$217.2K2026-10-30
Bell Investment Advisors, Inc
INCREASED952846+106+13%$476.5K$690.7K+$214.2K2026-10-29
Three Magnolias Financial Advisors, LLC
DECREASED9501,050-100-10%$591.5K$689.0K+$97.5K2026-10-14
Kanawha Capital Management LLC
DECREASED9501,024-74-7%$576.9K$689.0K+$112.1K2026-10-19
Studio Investment Management LLC
DECREASED950984-34-3%$554.3K$688.9K+$134.6K2026-10-22
W.H. Cornerstone Investments Inc.
DECREASED9491,100-151-14%$619.7K$688.5K+$68.8K2026-11-03
Southland Equity Partners LLC
DECREASED9491,007-58-6%$567.2K$688.2K+$121.0K2026-10-14
Accel Wealth Management
INCREASED948931+17+2%$524.5K$687.6K+$163.2K2026-10-13
Gill Capital Partners, LLC
UNCHANGED94794700%$533.4K$686.7K+$153.3K2026-10-13
Leslie Global Wealth, LLC
DECREASED9451,287-342-27%$725.0K$685.3K-$39.7K2026-10-26
Councilor Wealth, LLC
DECREASED945979-34-3%$551.5K$685.3K+$133.8K2026-10-09
IMZ Advisory Inc
INCREASED943932+11+1%$524.7K$684.0K+$159.3K2026-11-03
First Citizens Financial Corp
DECREASED9421,030-88-9%$580.2K$683.1K+$102.9K2026-10-02
Windsor Capital Management, LLC
INCREASED942941+1+0%$530.4K$682.9K+$152.4K2026-10-13
CDM Financial Counseling Services, Inc.
INCREASED938911+27+3%$513.2K$680.2K+$167.1K2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED935846+89+11%$476.8K$677.7K+$201.0K2026-10-28
Southern Financial Group, LLC
DECREASED935960-25-3%$541.1K$678.5K+$137.4K2026-10-30
Palisade Asset Management, LLC
INCREASED934795+139+17%$447.8K$677.3K+$229.5K2026-11-03
Rolek Wealth Management LLC
INCREASED930929+1+0%$523.4K$674.2K+$150.8K2026-10-21
Verus Wealth Management, LLC
INCREASED925693+232+33%$390.4K$670.7K+$280.3K2026-10-13
Darrow Company, Inc.
INCREASED924750+174+23%$422.5K$670.1K+$247.6K2026-10-22
Stillwater Wealth Management Group
DECREASED922931-9-1%$524.4K$668.6K+$144.2K2026-10-21
Summit Financial Strategies, Inc.
DECREASED920932-12-1%$524.8K$666.8K+$142.1K2026-10-14
LifePlan Financial, LLC
NEW918—+918——$661.8K—2026-10-13
Willow Creek Wealth Management Inc.
DECREASED917933-16-2%$525.6K$665.0K+$139.4K2026-10-26
Live Oak Investment Partners
DECREASED916931-15-2%$524.5K$664.3K+$139.9K2026-10-23
Targeted Financial Services LLC
UNCHANGED91691600%$516.0K$664.3K+$148.3K2026-10-19
Milestone Asset Management, LLC
DECREASED9151,773-858-48%$998.7K$663.5K-$335.2K2026-10-15
Sloy Dahl & Holst, LLC
DECREASED9131,528-615-40%$860.8K$661.7K-$199.1K2026-10-14
Foronjy Financial LLC
INCREASED912889+23+3%$500.8K$661.0K+$160.2K2026-10-14
Darden Wealth Group Inc
DECREASED9101,195-285-24%$673.1K$659.9K-$13.2K2026-11-06
Blue Square Asset Management, LLC
UNCHANGED91091000%$512.6K$659.9K+$147.3K2026-11-02
Essential Investment Partners LLC
INCREASED909246+663+270%$138.6K$659.2K+$520.6K2026-10-27
Arlington Capital Management Inc
INCREASED907906+1+0%$510.4K$658.0K+$147.6K2026-10-30
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED90790700%$510.8K$657.7K+$146.9K2026-10-15
Granite Group Advisors, LLC
DECREASED9051,206-301-25%$679.3K$656.3K-$23.0K2026-10-14
Randall & Associates Wealth Management
INCREASED904892+12+1%$502.5K$655.6K+$153.1K2026-10-20
Elevation Wealth Partners, LLC
INCREASED901883+18+2%$497.6K$653.1K+$155.5K2026-10-07
First Hawaiian Bank
DECREASED900935-35-4%$526.7K$652.7K+$126.0K2026-10-14
Alamar Capital Management, LLC
UNCHANGED90090000%$507.0K$652.7K+$145.7K2026-11-02
Willow Creek Capital Management, Inc.
UNCHANGED89889800%$506.0K$506.0K$02026-10-16
Dickmeyer Boyce Financial Management, Inc.
INCREASED897836+61+7%$471.1K$650.8K+$179.7K2026-10-08
MMA Asset Management LLC
DECREASED8961,729-833-48%$973.9K$650.0K-$323.9K2026-11-02
Sage Capital Management, LLC
INCREASED895894+1+0%$504.8K$650.1K+$145.4K2026-10-20
Patten Group, Inc.
INCREASED894713+181+25%$401.6K$648.4K+$246.8K2026-10-26
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED894899-5-1%$506.5K$648.2K+$141.7K2026-10-15
Reap Financial Group, LLC
DECREASED8931,286-393-31%$724.1K$647.3K-$76.8K2026-11-02
Mattern Wealth Management LLC
DECREASED893897-40%$505.4K$647.7K+$142.4K2026-11-04
Horizon Financial Services, LLC
INCREASED892669+223+33%$376.8K$646.9K+$270.0K2026-11-04
Community Bank, N.A.
UNCHANGED89289200%$502.4K$646.8K+$144.4K2026-11-06
Investment Advisory Services Inc
DECREASED8881,227-339-28%$691.1K$644.0K-$47.2K2026-10-27
Richard Young Associates, Ltd.
UNCHANGED88488400%$498.2K$641.4K+$143.2K2026-11-03
Tranquility Partners, LLC
UNCHANGED88488400%$498.0K$641.1K+$143.1K2026-10-20
Wealth Management Nebraska
UNCHANGED88388300%$497.4K$640.3K+$142.9K2026-10-26
Stewardship Advisors, LLC
DECREASED880979-99-10%$551.5K$638.2K+$86.7K2026-10-20
Creative Capital Management Investments LLC
DECREASED880913-33-4%$514.4K$638.2K+$123.9K2026-10-28
Spinnaker Investment Group, LLC
DECREASED8781,207-329-27%$680.0K$636.8K-$43.2K2026-10-13
Cypress Capital, LLC
INCREASED877874+3+0%$492.3K$636.0K+$143.7K2026-10-20
Kentucky Trust Co
UNCHANGED87787700%$494.0K$636.0K+$142.0K2026-10-15
GoalFusion Wealth Management, LLC
DECREASED876929-53-6%$523.3K$635.3K+$112.0K2026-10-06
Wisconsin Wealth Advisors, LLC
DECREASED876888-12-1%$500.1K$635.4K+$135.3K2026-10-08
Rinkey Investments
UNCHANGED87587500%$493.0K$634.7K+$141.7K2026-10-28
AdviceOne Advisory Services, LLC
INCREASED873850+23+3%$478.9K$633.3K+$154.4K2026-10-19
Pavion Blue Capital, LLC
UNCHANGED87387300%$491.8K$633.1K+$141.3K2026-11-05
Elm3 Financial Group, LLC
DECREASED872924-52-6%$520.5K$632.4K+$111.9K2026-10-07
Old Peak Finance LLC
INCREASED871749+122+16%$421.9K$631.6K+$209.7K2026-11-02
Three Arch Wealth Management LLC
INCREASED870808+62+8%$455.1K$630.9K+$175.8K2026-10-20
WestHill Financial Advisors, Inc.
INCREASED869707+162+23%$398.2K$630.2K+$231.9K2026-10-14
Edgemoor Investment Advisors, Inc.
INCREASED868846+22+3%$476.6K$629.1K+$152.5K2026-11-03
Value Partners Investments Inc.
INCREASED866851+15+2%$478.7K$630.0K+$151.3K2026-10-19
Godsey & Gibb, Inc
DECREASED865983-118-12%$553.7K$627.3K+$73.6K2026-10-14
Global Wealth Strategies & Associates
INCREASED862670+192+29%$377.4K$625.2K+$247.8K2026-10-02
Curat Global, LLC
DECREASED861911-50-5%$323.0K$624.4K+$301.4K2026-10-26
O'Connor Financial Group LLC
INCREASED854826+28+3%$465.3K$619.3K+$154.0K2026-10-26
Eclectic Associates Inc
UNCHANGED85485400%$481.1K$619.5K+$138.3K2026-10-09
Wespac Advisors, LLC
UNCHANGED85085000%$478.8K$616.4K+$137.6K2026-10-26
waypoint wealth counsel
INCREASED849654+195+30%$368.5K$615.7K+$247.2K2026-10-22
American National Bank of Texas
DECREASED846866-20-2%$487.8K$613.5K+$125.7K2026-10-07
Summit Asset Management, LLC
INCREASED844797+47+6%$448.9K$612.1K+$163.1K2026-11-05
Verity & Verity, LLC
INCREASED843834+9+1%$469.8K$611.3K+$141.5K2026-10-23
Wilkerson Advisory Group LLC
INCREASED841755+86+11%$425.3K$609.9K+$184.6K2026-10-20
Heritage Investment Group, Inc.
DECREASED840860-20-2%$484.6K$609.3K+$124.8K2026-11-03
BCM Advisors, LLC
DECREASED839983-144-15%$585.1K$516.0K-$69.1K2026-11-03
Gagnon Securities LLC
UNCHANGED83983900%$472.6K$608.4K+$135.8K2026-11-05
Cordoba Advisory Partners LLC
INCREASED837634+203+32%$357.1K$607.0K+$249.9K2026-10-19
Evansbrook LLC
INCREASED837715+122+17%$402.8K$607.0K+$204.3K2026-10-16
Capital Square, LLC
DECREASED836892-56-6%$597.2K$606.9K+$9.7K2026-10-19
Balance Wealth Partners LLC
DECREASED834920-86-9%$518.2K$604.5K+$86.3K2026-10-27
Peak Financial Management, Inc.
INCREASED833689+144+21%$388.2K$604.2K+$216.0K2026-10-16
Pembroke Management, LTD
INCREASED833798+35+4%$449.5K$604.1K+$154.6K2026-10-21
Decker Retirement Planning Inc.
DECREASED832890-58-7%$501.1K$603.1K+$102.0K2026-10-19
MTM Investment Management, LLC
INCREASED832791+41+5%$445.6K$603.4K+$157.8K2026-10-30
Tableaux LLC
INCREASED828728+100+14%$410.1K$600.4K+$190.4K2026-10-23
Elevated Financial Group LLC
INCREASED826791+35+4%$445.5K$598.9K+$153.4K2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED826839-13-2%$472.6K$599.0K+$126.4K2026-10-23
Ballew Advisors, Inc
DECREASED8251,857-1,032-56%$1.1M$600.3K-$482.3K2026-10-05
Lotus Asset Management LLC
DECREASED821824-30%$464.0K$595.2K+$131.2K2026-10-14
Level Financial Advisors
INCREASED820802+18+2%$451.8K$594.6K+$142.9K2026-10-13
First Pacific Financial
INCREASED818750+68+9%$422.6K$593.6K+$171.0K2026-10-14
Marathon Capital Management
INCREASED818812+6+1%$457.4K$593.2K+$135.8K2026-10-23
Colorado Capital Management, Inc.
DECREASED818824-6-1%$464$593.0K+$592.5K2026-10-15
Human Investing LLC
INCREASED815389+426+110%$219.4K$591.3K+$372.0K2026-10-19
John G Ullman & Associates Inc
INCREASED815765+50+7%$430.9K$591.0K+$160.1K2026-11-04
Edge Wealth Management LLC
UNCHANGED81581500%$459.1K$598.6K+$139.5K2026-10-13
High Point Wealth Management, LLC
DECREASED814858-44-5%$483.2K$590.4K+$107.2K2026-11-05
Pflug Koory, LLC
INCREASED813810+3+0%$456.4K$589.6K+$133.2K2026-10-26
Autumn Glory Partners, LLC
NEW812—+812——$588.8K—2026-10-26
GR Financial Group, LLC
UNCHANGED81281200%$457.7K$588.9K+$131.2K2026-10-27
Johnson & White Wealth Management, LLC
DECREASED808826-18-2%$465.3K$586.0K+$120.7K2026-11-03
Lighthouse Financial LLC
INCREASED805603+202+34%$339.7K$583.8K+$244.1K2026-10-23
Range Financial Group LLC
DECREASED804904-100-11%$509.2K$583.0K+$73.8K2026-10-21
Tenon Financial LLC
DECREASED803808-5-1%$455.4K$582.5K+$127.2K2026-10-14
Security National Bank
INCREASED803798+5+1%$449.5K$582.3K+$132.8K2026-10-26
Hapanowicz & Associates Financial Services, Inc
UNCHANGED80180100%$451.2K$580.9K+$129.7K2026-10-29
Cornerstone National Bank & Trust Co
INCREASED80015+785+5233%$9.2K$580.7K+$571.6K2026-10-20
Stage Harbor Financial, LLC
INCREASED799707+92+13%$398.2K$579.4K+$181.2K2026-11-03
Benedict Financial Advisors Inc
DECREASED7981,045-247-24%$588.7K$578.9K-$9.9K2026-10-07
MontVue Capital Management, Inc.
DECREASED7951,290-495-38%$726.6K$576.5K-$150.1K2026-10-19
Grandfield & Dodd, LLC
UNCHANGED79579500%$447.8K$576.5K+$128.7K2026-10-29
G&S Capital LLC
DECREASED7931,432-639-45%$806.6K$575.1K-$231.6K2026-10-23
Philip James Wealth Mangement, LLC
INCREASED793646+147+23%$363.6K$574.9K+$211.3K2026-10-27
Kondo Wealth Advisors, Inc.
DECREASED793877-84-10%$494.0K$575.1K+$81.1K2026-10-19
Shrier Wealth Management, LLC
DECREASED792794-20%$447.2K$574.5K+$127.3K2026-10-20
Lutz Financial Services LLC
DECREASED791918-127-14%$517.1K$573.6K+$56.5K2026-11-06
Citadel Investment Advisory, Inc.
UNCHANGED79079000%$445.0K$573.0K+$128.0K2026-10-15
Brindle & Bay Financial Advisors, LLC
INCREASED788380+408+107%$213.8K$571.7K+$357.9K2026-10-15
Dakota Community Bank & Trust NA
INCREASED787646+141+22%$363.9K$570.7K+$206.8K2026-10-09
TPG Advisors LLC
UNCHANGED78778700%$443.3K$570.7K+$127.4K2026-10-16
Torrey Growth & Income Advisors
INCREASED786700+86+12%$389.0K$571.6K+$182.5K2026-11-04
Waller Financial Planning Group, Inc
DECREASED786810-24-3%$456.5K$570.4K+$113.9K2026-10-07
Mascoma Wealth Management LLC
DECREASED786787-10%$443.3K$570.0K+$126.7K2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED785765+20+3%$431.0K$569.0K+$138.0K2026-10-14
SRH Advisors, LLC
UNCHANGED78578500%$442.3K$569.4K+$127.1K2026-10-22
Cambridge Financial Group, LLC
UNCHANGED78478400%$441.8K$441.8K$02026-10-06
Smith & Howard Wealth Management, LLC
INCREASED781663+118+18%$373.5K$566.4K+$192.9K2026-10-27
TigerOak Management, L.L.C.
INCREASED780600+180+30%$338.0K$565.6K+$227.7K2026-10-23
Invested Advisors
DECREASED780796-16-2%$448.4K$565.6K+$117.3K2026-10-23
Insight Wealth Partners, LLC
DECREASED778979-201-21%$551.5K$564.3K+$12.8K2026-10-26
Sunburst Financial Group, LLC
INCREASED778771+7+1%$434.4K$564.3K+$129.9K2026-10-09
Pathway Financial Advisors LLC
UNCHANGED77577500%$451.7K$562.0K+$110.3K2026-10-07
Redw Wealth LLC
INCREASED774754+20+3%$424.7K$561.3K+$136.6K2026-11-02
Myecfo, LLC
UNCHANGED76976900%$433.2K$557.7K+$124.5K2026-10-14
Well Done, LLC
DECREASED7681,057-289-27%$595.1K$556.6K-$38.5K2026-10-20
CapWealth Advisors, LLC
INCREASED767754+13+2%$424.7K$556.2K+$131.5K2026-10-05
Peterson Wealth Management
DECREASED7667,240-6,474-89%$4.1M$555.6K-$3.5M2026-11-06
Financial Synergies Wealth Advisors, Inc.
NEW765—+765——$554.9K—2026-10-16
Charter Capital Management, Llc\de
UNCHANGED76576500%$431.1K$555.1K+$124.0K2026-10-28
Solstein Capital, LLC
UNCHANGED76576500%$430.9K$554.8K+$123.8K2026-11-02
Legacy Financial Group, Inc.
INCREASED764722+42+6%$406.7K$554.0K+$147.3K2026-10-21
Cedar Point Capital Partners, LLC
UNCHANGED76376300%$429.8K$553.4K+$123.5K2026-10-29
Rainey & Randall Wealth Advisors Inc.
DECREASED760761-10%$428.8K$551.4K+$122.6K2026-10-26
Winter & Associates, Inc.
DECREASED758769-11-1%$433.2K$526.2K+$93.1K2026-10-23
Prism Planning Partners LLC
DECREASED758763-5-1%$429.8K$549.7K+$119.9K2026-10-27
Graves Light Lenhart Wealth, Inc.
DECREASED758763-5-1%$429.7K$549.6K+$120.0K2026-10-09
Encompass More Asset Management
INCREASED757716+41+6%$403.5K$548.8K+$145.3K2026-10-16
Trinity Financial Advisors LLC
DECREASED755765-10-1%$430.8K$547.3K+$116.6K2026-10-09
Pacific Center for Financial Services
DECREASED752763-11-1%$429.8K$545.5K+$115.6K2026-10-15
25 LLC
DECREASED7491,255-506-40%$706.8K$543.1K-$163.8K2026-10-13
Community Bank & Trust, Waco, Texas
DECREASED749754-5-1%$425.0K$543.0K+$118.0K2026-10-19
Vestia Personal Wealth Advisors
INCREASED748713+35+5%$401.6K$542.5K+$140.9K2026-10-20
Sage Private Wealth Group, LLC
INCREASED747688+59+9%$387.3K$541.4K+$154.1K2026-10-21
Fairman Group, LLC
UNCHANGED74774700%$420.8K$541.7K+$120.9K2026-10-26
Madden Securities Corp
UNCHANGED74674600%$420.2K$541.0K+$120.8K2026-10-27
IMPACTfolio, LLC
DECREASED7451,258-513-41%$708.7K$540.4K-$168.3K2026-10-28
Diversified Portfolios, Inc.
DECREASED745746-10%$420.3K$540.5K+$120.2K2026-11-04
Kozak & Associates, Inc.
INCREASED743736+7+1%$451.1K$455.0K+$3.9K2026-10-29
RIA Advisory Group LLC
DECREASED7421,119-377-34%$630.4K$538.0K-$92.4K2026-10-15
ARK & TLK Investments, LLC
DECREASED742744-20%$419.1K$538.2K+$119.0K2026-10-20
Total Investment Management Inc
DECREASED741751-10-1%$417.9K$537.1K+$119.2K2026-10-22
Quantify Chaos Advisors, LLC
NEW740—+740——$536.6K—2026-11-04
MPS Loria Financial Planners, LLC
DECREASED740776-36-5%$437.1K$536.9K+$99.7K2026-10-14
Hudson Capital Management LLC
INCREASED740725+15+2%$408.3K$536.5K+$128.2K2026-10-20
Haven Private, LLC
INCREASED738731+7+1%$412.0K$535.5K+$123.5K2026-10-27
Joseph Group Capital Management
INCREASED736620+116+19%$349.2K$533.7K+$184.5K2026-11-04
Northcape Wealth Management, LLC
INCREASED735432+303+70%$243.2K$532.7K+$289.5K2026-11-04
Ramiah Investment Group
DECREASED732760-28-4%$428.1K$530.8K+$102.7K2026-10-20
21 West Wealth Management LLC
INCREASED732715+17+2%$402.8K$530.8K+$128.1K2026-10-13
Gray Private Wealth, LLC
INCREASED729726+3+0%$408.8K$528.7K+$119.8K2026-10-28
Pathway Financial Advisers, LLC
NEW728—+728——$528.1K—2026-10-27
Planning Strategies Inc.
DECREASED727805-78-10%$453.6K$527.4K+$73.9K2026-10-02
Quaker Wealth Management, LLC
INCREASED724526+198+38%$296.3K$525.0K+$228.8K2026-10-22
Taylor Securities Services, Inc.
DECREASED721727-6-1%$409.4K$522.8K+$113.4K2026-10-20
Lauer Wealth, LLC
DECREASED7181,508-790-52%$996.8K$517.6K-$479.2K2026-10-13
James T. Borello RIA
INCREASED718658+60+9%$370.6K$520.7K+$150.0K2026-10-16
SFE Investment Counsel
DECREASED718743-25-3%$418.6K$520.8K+$102.2K2026-10-29
Schmidt P J Investment Management Inc
DECREASED7161,100-384-35%$619.8K$519.2K-$100.6K2026-11-02
G2 Capital Management, LLC / OH
DECREASED716751-35-5%$423.0K$519.3K+$96.4K2026-10-23
Pearl Planning LLC
INCREASED716700+16+2%$394.3K$519.2K+$124.9K2026-10-13
Cahaba Wealth Management, Inc.
INCREASED715601+114+19%$338.4K$518.5K+$180.2K2026-10-26
Fusion Family Wealth, LLC
UNCHANGED71571500%$402.6K$518.3K+$115.7K2026-11-02
CMG Global Holdings, LLC
INCREASED714436+278+64%$245.5K$517.7K+$272.3K2026-10-14
Hall Laurie J Trustee
DECREASED711820-109-13%$461.9K$515.6K+$53.7K2026-10-06
Challenger Wealth Management
INCREASED711656+55+8%$369.2K$515.5K+$146.2K2026-10-30
Castleview Partners, LLC
DECREASED7101,037-327-32%$584.1K$514.9K-$69.3K2026-10-09
Auour Investments LLC
UNCHANGED71071000%$399.9K$514.9K+$114.9K2026-10-28
Lakeshore Financial Planning, Inc.
INCREASED708606+102+17%$341.4K$513.4K+$172.1K2026-10-13
Commerce Advisors, LLC
INCREASED706673+33+5%$379.1K$512.0K+$132.9K2026-10-19
Prosperity Advisers, LLC
INCREASED704683+21+3%$384.8K$510.6K+$125.8K2026-10-28
Graham Capital Wealth Management, LLC
DECREASED703741-38-5%$417.4K$509.8K+$92.4K2026-10-26
Equita Financial Network, Inc.
INCREASED703668+35+5%$376.3K$509.8K+$133.5K2026-10-19
Vigilare Wealth Management
DECREASED702765-63-8%$430.9K$509.1K+$78.1K2026-10-29
Northern Capital Management, Inc.
DECREASED700703-30%$396.4K$507.5K+$111.1K2026-11-05
Henderson Brothers Financial Partners, LLC
INCREASED699662+37+6%$372.9K$506.9K+$134.0K2026-11-03
Elco Management Co., LLC
DECREASED6971,087-390-36%$612.1K$505.5K-$106.6K2026-10-14
Advocate Group LLC
INCREASED693666+27+4%$375.2K$502.6K+$127.4K2026-10-19
Lpwm LLC
UNCHANGED69369300%$390.4K$502.6K+$112.2K2026-10-20
LiftPoint Family Wealth Advisors LLC
INCREASED692685+7+1%$385.9K$501.8K+$116.0K2026-11-03
Birinyi Associates Inc
DECREASED691760-69-9%$428.0K$501.0K+$73.0K2026-10-28
Wagner Wealth Management, Corp
DECREASED688899-211-23%$506.2K$498.7K-$7.5K2026-10-20
Liberty Atlantic Advisors LLC
INCREASED688529+159+30%$298.0K$498.9K+$200.9K2026-10-14
Columbia Asset Management
UNCHANGED68668600%$386.6K$497.7K+$111.1K2026-10-19
WealthCare Investment Partners, LLC
UNCHANGED68668600%$386.6K$498.0K+$111.5K2026-11-05
Hartmann Taylor Wealth Management, LLC
INCREASED685487+198+41%$278.6K$496.7K+$218.1K2026-10-14
McGuire Investment Group, LLC
DECREASED685859-174-20%$483.9K$496.7K+$12.9K2026-10-23
Great Waters Wealth Management
INCREASED685608+77+13%$342.3K$496.9K+$154.6K2026-10-07
Blankinship & Foster, LLC
UNCHANGED68368300%$384.7K$495.3K+$110.6K2026-10-19
Agate Pass Investment Management, LLC
NEW682—+682——$494.6K—2026-10-20
MidAtlantic Capital Management, Inc.
UNCHANGED68068000%$383.0K$493.1K+$110.1K2026-11-05
Cross Staff Investments Inc
INCREASED678577+101+18%$325.3K$491.4K+$166.1K2026-10-22
Bfsg, LLC
INCREASED677620+57+9%$349.2K$491.0K+$141.8K2026-10-30
WJ Wealth Management, LLC
DECREASED677704-27-4%$396.6K$490.9K+$94.4K2026-11-03
Allied Investment Advisors, LLC
UNCHANGED67767700%$381.3K$490.9K+$109.6K2026-10-13
Blackston Financial Advisory Group, LLC
DECREASED675686-11-2%$386.2K$489.3K+$103.1K2026-11-04
Hughes Financial Services, LLC
INCREASED671605+66+11%$340.9K$419.2K+$78.4K2026-10-30
TMB Capital Partners, LLC
DECREASED671679-8-1%$382.6K$486.9K+$104.3K2026-10-20
Kennicott Capital Management LLC
UNCHANGED66966900%$376.8K$485.1K+$108.3K2026-10-16
Trust Co
INCREASED667582+85+15%$327.8K$483.7K+$155.9K2026-10-09
IFS Advisors, LLC
INCREASED666107+559+522%$60.3K$483.3K+$423.0K2026-10-14
Barlow Wealth Partners, LLC
DECREASED666679-13-2%$409.5K$492.1K+$82.6K2026-10-15
Straight Path Wealth Management
INCREASED665511+154+30%$288.0K$482.5K+$194.5K2026-10-23
Twelve Points Wealth Management LLC
INCREASED665554+111+20%$312.1K$409.0K+$96.9K2026-11-03
Carter Financial Group, Inc.
DECREASED6631,384-721-52%$779.4K$480.6K-$298.8K2026-10-21
Lynx Capital Group LTD
UNCHANGED66366300%$373.5K$480.8K+$107.3K2026-11-04
KFA Private Wealth Group, LLC
INCREASED661656+5+1%$369.6K$480.0K+$110.4K2026-10-07
Avaii Wealth Management, LLC
DECREASED661662-10%$372.7K$480.9K+$108.2K2026-10-09
Aspen Investment Management Inc
UNCHANGED66166100%$372$479.0K+$478.6K2026-11-05
RM Financial Services, LLC
INCREASED657650+7+1%$366.1K$476.4K+$110.3K2026-11-03
OmniStar Financial Group, Inc.
INCREASED657651+6+1%$367.2K$476.5K+$109.4K2026-10-26
Quad-Cities Investment Group, LLC
DECREASED657660-30%$371.6K$476.3K+$104.7K2026-10-16
Greatmark Investment Partners, Inc.
DECREASED6521,477-825-56%$832.0K$472.8K-$359.2K2026-10-28
VAN Strum & Towne Inc.
INCREASED652356+296+83%$200.5K$472.8K+$272.3K2026-11-06
JDH Wealth Management, LLC
INCREASED652600+52+9%$338.0K$472.8K+$134.8K2026-10-20
Foresight Capital Management Advisors, Inc.
INCREASED647600+47+8%$338.0K$469.1K+$131.1K2026-10-27
Avant Financial Advisors LLC
INCREASED647627+20+3%$353.3K$469.3K+$116.1K2026-11-02
Shum Financial Group, Inc.
DECREASED645647-20%$364.4K$467.7K+$103.3K2026-10-13
Jackson Creek Investment Advisors LLC
DECREASED642648-6-1%$361$466.0K+$465.6K2026-11-04
Stanley-Laman Group, Ltd.
DECREASED641892-251-28%$502.5K$464.8K-$37.6K2026-10-20
Downshift Financial, LLC
INCREASED637140+497+355%$78.9K$461.9K+$383.0K2026-10-13
Montgomery Investment Management Inc
UNCHANGED63763700%$358.8K$462.0K+$103.2K2026-10-26
Krane Financial Solutions LLC
UNCHANGED63663600%$358.3K$461.2K+$103.0K2026-10-30
Decision Investments, Inc
DECREASED632633-10%$356.6K$458.3K+$101.8K2026-10-07
Aegis Wealth Management, Inc.
INCREASED629478+151+32%$269.3K$456.1K+$186.9K2026-10-26
Warner Financial, Inc
INCREASED629628+1+0%$353.7K$456.1K+$102.4K2026-11-06
Roxbury Financial LLC
INCREASED629628+1+0%$353.8K$456.4K+$102.7K2026-10-01
Barton Investment Management
UNCHANGED62962900%$354.3K$456.1K+$101.8K2026-10-27
Sterling Group Wealth Management, LLC
DECREASED626638-12-2%$359.4K$454.0K+$94.6K2026-11-03
Oak Harvest Investment Services
DECREASED623692-69-10%$389.5K$451.6K+$62.1K2026-10-20
Uhlmann Price Securities, LLC
DECREASED620748-128-17%$421.4K$449.7K+$28.3K2026-11-03
Kelly Financial Group LLC
INCREASED620566+54+10%$318.5K$449.7K+$131.2K2026-10-16
Colton Groome Financial Advisors, LLC
INCREASED619608+11+2%$342.5K$449.2K+$106.6K2026-10-06
Collective Family Office LLC
DECREASED616626-10-2%$352.6K$446.7K+$94.1K2026-10-05
OFS Enterprise LLC
INCREASED616607+9+1%$341.9K$446.7K+$104.8K2026-10-16
First Bancorp, Inc
UNCHANGED61461400%$345.9K$445.3K+$99.4K2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED61461400%$345.9K$445.3K+$99.4K2026-10-27
Guardian Financial Partners, LLC
NEW613—+613——$444.7K—2026-11-04
Hibernia Wealth Partners, LLC
DECREASED613707-94-13%$398.4K$444.7K+$46.3K2026-10-29
Armbruster Capital Management, Inc.
INCREASED610602+8+1%$339.2K$442.5K+$103.3K2026-10-19
One Plus One Wealth Management, LLC
INCREASED610609+1+0%$343.3K$442.2K+$98.9K2026-10-16
Walker Asset Management, LLC
INCREASED608591+17+3%$333.0K$441.0K+$108.1K2026-10-13
Willis Johnson Wealth, Inc.
NEW607—+607——$440.5K—2026-11-03
Crescent Sterling, Ltd.
DECREASED606698-92-13%$393.2K$439.5K+$46.3K2026-10-16
Reston Wealth Management LLC
INCREASED605543+62+11%$306.0K$438.5K+$132.5K2026-10-29
Elser Financial Planning, Inc
INCREASED605557+48+9%$313.5K$438.4K+$124.9K2026-10-16
Financial Network Wealth Advisors LLC
INCREASED605569+36+6%$320.7K$439.0K+$118.3K2026-10-28
Michael Brady & Co., LLC
INCREASED605580+25+4%$326.7K$438.7K+$112.0K2026-10-23
United Financial Planning Group LLC
INCREASED605588+17+3%$331.2K$438.7K+$107.5K2026-11-04
Morey & Quinn Wealth Partners, LLC
INCREASED602596+6+1%$335.7K$436.6K+$100.8K2026-10-28
Foundry Financial Group, Inc.
INCREASED601554+47+8%$312.1K$435.8K+$123.8K2026-10-28
Forte Asset Management LLC
UNCHANGED60060000%$338.0K$435.1K+$97.1K2026-10-13
Eurizon Asset Management Hungary Ltd.
UNCHANGED60060000%$338.0K$435.1K+$97.1K2026-11-06
DWR Wealth Management, LLC
INCREASED597528+69+13%$297.1K$441.1K+$144.0K2026-10-13
Athena Wealth Management, LLC
INCREASED597595+2+0%$335.1K$433.0K+$97.8K2026-10-09
Uncommon Cents Investing Inc
INCREASED596435+161+37%$245.0K$432.2K+$187.2K2026-10-20
Sheets Smith Wealth Management
INCREASED595594+1+0%$334.4K$431.3K+$96.9K2026-10-16
Lexington Hill Partners, LLC
INCREASED594426+168+39%$240.1K$431.0K+$190.9K2026-10-13
Mcdonald Partners LLC
INCREASED593528+65+12%$297.4K$430.0K+$132.6K2026-11-03
Ddfg, Inc
INCREASED593591+2+0%$332.9K$430.0K+$97.1K2026-10-15
Plan Group Financial, LLC
NEW592—+592——$410.9K—2026-10-22
Allegiance Financial Group Advisory Services LLC
NEW590—+590——$427.6K—2026-11-02
Mendel Money Management
DECREASED590621-31-5%$349.8K$427.9K+$78.1K2026-11-02
Bay Harbor Wealth Management, LLC
INCREASED590576+14+2%$324.6K$428.1K+$103.5K2026-11-03
Valen Private Capital, LLC
NEW589—+589——$427.3K—2026-10-23
Mcdaniel Terry & Co
INCREASED589562+27+5%$316.6K$427.1K+$110.6K2026-11-05
Strid Group, LLC
INCREASED589565+24+4%$318.3K$427.1K+$108.9K2026-10-28
Mountain Capital Investment Advisors Inc.
INCREASED588556+32+6%$313.0K$426.7K+$113.8K2026-11-06
Olio Financial Planning
UNCHANGED58858800%$331.2K$426.7K+$95.4K2026-10-22
Echo Wealth Management, LLC
UNCHANGED58858800%$331.2K$426.4K+$95.2K2026-10-15
NovaPoint Capital, LLC
UNCHANGED58858800%$331.4K$426.6K+$95.2K2026-10-22
Define Financial, LLC
DECREASED587673-86-13%$379.1K$425.8K+$46.8K2026-10-14
Penn Davis Mcfarland Inc
UNCHANGED58758700%$330.7K$425.7K+$95.0K2026-10-23
Macroview Investment Management LLC
DECREASED586671-85-13%$378.0K$425.0K+$47.0K2026-10-26
Bauman Advisory Group, LLC
DECREASED586667-81-12%$375.6K$425.1K+$49.6K2026-10-29
Valicenti Advisory Services Inc
DECREASED583603-20-3%$340$423.0K+$422.7K2026-10-23
Chris Bulman Inc
INCREASED582555+27+5%$312.7K$422.2K+$109.5K2026-10-20
Howard Bailey Securities, LLC
DECREASED578889-311-35%$500.6K$418.9K-$81.7K2026-10-27
Fullerton Advisors, LLC
NEW575—+575——$417.0K—2026-10-14
Legacy Wealth Asset Management, LLC
UNCHANGED57557500%$323.9K$417.0K+$93.1K2026-10-09
Integrity Wealth Advisors, Inc.
NEW574—+574——$416.3K—2026-10-29
MKT Advisors LLC
DECREASED574722-148-20%$444.4K$413.6K-$30.8K2026-10-20
Global Trust Asset Management, LLC
DECREASED574705-131-19%$397.1K$416.3K+$19.1K2026-10-19
Breachway Investments LLC
DECREASED574613-39-6%$345.3K$416.3K+$71.0K2026-10-19
Roberts Wealth Advisors, LLC
UNCHANGED57457400%$323.3K$416.3K+$92.9K2026-10-14
Refined Wealth Management
UNCHANGED57457400%$323.3K$416.3K+$92.9K2026-10-13
True Wealth Design, LLC
INCREASED573407+166+41%$229.3K$415.5K+$186.3K2026-10-13
Main Street Group, LTD
DECREASED572586-14-2%$330.1K$414.8K+$84.7K2026-10-28
Palatine Hill Wealth Management, LLC
INCREASED571568+3+1%$319.8K$414.4K+$94.6K2026-11-03
Detalus Advisors, LLC
INCREASED567543+24+4%$305.7K$411.1K+$105.4K2026-10-15
ShankerValleau Wealth Advisors, Inc.
UNCHANGED56756700%$319.4K$411.2K+$91.8K2026-10-16
Fiscal Wisdom Wealth Management, LLC
INCREASED565485+80+16%$273.3K$409.9K+$136.6K2026-10-16
Master's Wealth Management Inc.
INCREASED564470+94+20%$264.8K$409.2K+$144.4K2026-10-22
Arnold Financial Planning LLC
INCREASED564525+39+7%$295.7K$409.0K+$113.3K2026-10-20
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED564600-36-6%$376.3K$391.6K+$15.3K2026-10-21
Asset Planning,Inc
DECREASED563663-100-15%$373.5K$408.4K+$34.9K2026-10-26
Oasis Advisors, LLC
NEW562—+562——$407.9K—2026-10-16
Dala Group, LLC
INCREASED562535+27+5%$301.2K$407.4K+$106.2K2026-10-29
Woodley Farra Manion Portfolio Management Inc
INCREASED560546+14+3%$307.6K$406.1K+$98.5K2026-11-05
CJM Wealth Advisers, Ltd.
DECREASED559625-66-11%$352.0K$405.4K+$53.3K2026-10-27
Stolz & Associates, PS
NEW558—+558——$404.7K—2026-11-05
marrick wealth, LLC
INCREASED556538+18+3%$303.1K$403.2K+$100.2K2026-10-20
Wealth Forward, LLC
INCREASED554514+40+8%$289.5K$401.8K+$112.2K2026-10-14
Heffernan Advisory, Inc
NEW553—+553——$401.0K—2026-10-13
Curry Webb Wealth Management LLC
UNCHANGED55355300%$311.5K$311.5K$02026-10-22
Pinnacle Financial Group, LLC / IL
INCREASED551464+87+19%$261.2K$399.3K+$138.2K2026-10-29
Center for Wealth Management Advisory
INCREASED550543+7+1%$305.6K$398.9K+$93.3K2026-10-23
Newton One Investments LLC
UNCHANGED55055000%$309.7K$399.0K+$89.3K2026-10-14
Towne Trust Company, N.a
UNCHANGED55055000%$309.8K$398.8K+$89.0K2026-10-28
Thayer Partners, LLC / MA
DECREASED549571-22-4%$321.7K$398.3K+$76.6K2026-11-06
Southern Capital Advisors, LLC
UNCHANGED54754700%$308.1K$396.7K+$88.6K2026-10-26
St. Louis Trust Co
UNCHANGED54554500%$2.7M$395.2K-$2.3M2026-11-03
Andrews Advisory Associates, LLC
DECREASED541583-42-7%$328.4K$392.5K+$64.1K2026-10-15
Destiny Capital Corp
INCREASED540386+154+40%$217.5K$391.5K+$174.0K2026-11-03
LFA - Lugano Financial Advisors SA
INCREASED540468+72+15%$263.6K$391.6K+$128.0K2026-11-03
Wheelhouse Advisory Group LLC
INCREASED540485+55+11%$273.4K$391.9K+$118.6K2026-10-20
Bath Savings Trust Co
DECREASED540564-24-4%$317.7K$391.6K+$73.9K2026-10-07
Arbor Investment Advisors, LLC
DECREASED538629-91-14%$354.1K$390.1K+$36.1K2026-10-26
LightSquare Wealth Management, LLC
DECREASED537601-64-11%$338.7K$389.7K+$50.9K2026-11-03
Burkett Financial Services, LLC
INCREASED536329+207+63%$185.8K$389.4K+$203.6K2026-10-01
Gerber, LLC
UNCHANGED53653600%$301.9K$388.7K+$86.8K2026-10-21
Kelly Financial Services LLC
INCREASED534506+28+6%$284.9K$387.2K+$102.3K2026-10-20
Blvd Private Wealth, LLC
INCREASED534514+20+4%$289.5K$387.2K+$97.7K2026-10-14
Smith Partners Wealth Management, LLC
NEW532—+532——$385.8K—2026-11-05
Creekside Partners
DECREASED532672-140-21%$378.5K$385.8K+$7.3K2026-11-04
Asset Allocation & Management Company, LLC
UNCHANGED53153100%$299$385.0K+$384.7K2026-10-13
Dixon Fnancial Services, Inc.
UNCHANGED53153100%$299.4K$385.4K+$86.1K2026-10-23
Cdkv Holdings LLC
DECREASED530593-63-11%$334.0K$384.4K+$50.4K2026-10-28
Cutler Investment Counsel LLC
INCREASED530490+40+8%$276.0K$384.4K+$108.3K2026-10-28
Davis Investment Partners, LLC
INCREASED526430+96+22%$242.4K$381.7K+$139.3K2026-11-05
Crosspoint Financial, LLC
DECREASED525625-100-16%$352.1K$380.7K+$28.7K2026-11-03
Advus Financial Partners, LLC
INCREASED525468+57+12%$263.6K$380.8K+$117.1K2026-10-20
SwitchPoint Financial Planning, LLC
INCREASED524490+34+7%$276.0K$380.0K+$104.0K2026-11-02
Demars Financial Group, LLC
DECREASED524526-20%$296.4K$379.6K+$83.2K2026-10-22
DKM Wealth Management, Inc.
DECREASED523619-96-16%$348.7K$379.3K+$30.6K2026-10-09
Integris Wealth Management, LLC
INCREASED520512+8+2%$288.5K$377.2K+$88.7K2026-10-14
First Growth Capital LLC
DECREASED520522-20%$294.3K$377.4K+$83.1K2026-10-15
Meriwether Wealth & Planning, LLC
DECREASED519575-56-10%$323.9K$376.4K+$52.5K2026-10-13
Gold Investment Management Ltd.
DECREASED518578-60-10%$325.6K$375.6K+$50.1K2026-10-19
Stirlingshire Investments, Inc.
DECREASED517704-187-27%$396.3K$375.3K-$21.1K2026-11-05
Stordahl Capital Management, Inc.
DECREASED517528-11-2%$297.4K$374.9K+$77.5K2026-10-22
Wetzel Investment Advisors, Inc.
DECREASED517519-20%$292.3K$374.9K+$82.6K2026-10-13
Bond & Devick Financial Network, Inc.
INCREASED516505+11+2%$284.5K$374.2K+$89.7K2026-10-23
NBZ Investment Advisors LLC
DECREASED516518-20%$291.8K$374.2K+$82.4K2026-10-30
GEM Asset Management, LLC
UNCHANGED51651600%$290.6K$374.3K+$83.6K2026-10-13
Holos Integrated Wealth LLC
INCREASED515471+44+9%$289.6K$363.0K+$73.3K2026-10-23
Mayfair Advisory Group, LLC
DECREASED514518-4-1%$308.3K$372.7K+$64.4K2026-10-20
Smithbridge Asset Management Inc
NEW513—+513——$372.1K—2026-10-19
Hurlow Wealth Management Group, Inc.
DECREASED5131,039-526-51%$585.3K$372.0K-$213.2K2026-10-29
Sterling Investment Advisors LLC
DECREASED513514-10%$289.9K$372.0K+$82.1K2026-10-27
Carolina Wealth Management Inc
DECREASED5101,013-503-50%$570.7K$370.0K-$200.7K2026-10-29
Edmp, Inc.
INCREASED510505+5+1%$284.5K$370.0K+$85.5K2026-10-22
Kellett Wealth Advisors, LLC
UNCHANGED51051000%$287.3K$369.9K+$82.6K2026-10-15
Aquire Wealth Advisors, LLC
DECREASED509605-96-16%$340.8K$369.1K+$28.3K2026-10-23
Financial Solutions Advisory Group, Inc.
INCREASED509495+14+3%$312.6K$361.1K+$48.5K2026-10-28
Freedom Day Solutions, LLC
NEW508—+508——$368.4K—2026-10-20
Schwallier Wealth Management LLC
DECREASED508718-210-29%$404.3K$368.4K-$35.9K2026-11-05
Charis Legacy Partners, LLC
INCREASED508460+48+10%$259.3K$368.6K+$109.3K2026-10-22
Fidelity D & D Bancorp Inc
UNCHANGED50850800%$286.2K$368.4K+$82.2K2026-11-05
Fell Capital Management
DECREASED507548-41-7%$308.7K$367.7K+$59.0K2026-10-09
New England Capital Financial Advisors LLC
INCREASED506505+1+0%$284.7K$366.6K+$81.9K2026-11-03
Burkett Asset Management Ltd
DECREASED505700-195-28%$394.3K$366.2K-$28.1K2026-10-13
Cadent Capital Advisors, LLC
INCREASED504415+89+21%$233.7K$365.5K+$131.8K2026-10-09
Valued Wealth Advisors LLC
INCREASED503402+101+25%$226.3K$364.6K+$138.3K2026-11-05
Mainsail Financial Group, LLC
DECREASED502519-17-3%$292.3K$364.0K+$71.7K2026-10-23
Approach Retirement Advisors, LLC
DECREASED502508-6-1%$286.5K$364.0K+$77.5K2026-10-22
Serenity Investment Advisors
DECREASED501605-104-17%$330.3K$363.3K+$33.1K2026-10-30
Dynamic Wealth Strategies, LLC
DECREASED501510-9-2%$287.3K$363.3K+$76.0K2026-10-16
Lane Brothers & Co Inc
DECREASED500676-176-26%$380.6K$362.6K-$18.0K2026-11-02
Oceanside Advisors LLC
UNCHANGED50050000%$281.6K$362.6K+$80.9K2026-11-03
Ayrshire Capital Management LLC
UNCHANGED50050000%$281.6K$362.6K+$80.9K2026-10-20
Lunt Capital Management, Inc.
UNCHANGED50050000%$281.6K$362.6K+$80.9K2026-10-30
Scratch Capital LLC
INCREASED499476+23+5%$268.4K$362.2K+$93.8K2026-11-02
Kwmg, LLC
INCREASED497484+13+3%$272.6K$360.4K+$87.8K2026-10-07
Tarbox Family Office, Inc.
DECREASED496549-53-10%$309.3K$359.7K+$50.4K2026-10-23
Denver PWM, LLC
INCREASED496493+3+1%$290.7K$359.6K+$68.9K2026-10-22
Saxon Interests, Inc.
DECREASED4957,829-7,334-94%$4.4M$359.0K-$4.1M2026-10-26
TriaGen Wealth Management LLC
DECREASED495505-10-2%$284.5K$359.0K+$74.5K2026-10-14
Elevated Capital Advisors, LLC
DECREASED4932,230-1,737-78%$1.3M$357.5K-$898.8K2026-11-04
Elmwood Wealth Management, Inc.
INCREASED492389+103+26%$219.1K$356.8K+$137.7K2026-10-14
Apeiron RIA LLC
DECREASED492550-58-11%$310.0K$357.4K+$47.4K2026-10-08
Spectrum Wealth Advisory Group, LLC
INCREASED491484+7+1%$272.8K$356.4K+$83.5K2026-10-29
Vima LLC
UNCHANGED49149100%$276.3K$355.9K+$79.6K2026-10-23
Squire Investment Management Company, LLC
NEW490—+490——$355.4K—2026-11-03
Aspen Wealth Management LLC
NEW490—+490——$355.5K—2026-10-14
Strong Tower Advisory Services
INCREASED490489+1+0%$275.4K$355.3K+$79.9K2026-10-13
Ironwood Financial, llc
INCREASED487482+5+1%$316.8K$353.4K+$36.6K2026-10-20
Discipline Wealth Solutions, LLC
DECREASED487489-20%$275.5K$353.2K+$77.7K2026-10-14
Powell Investment Advisors, LLC
UNCHANGED48648600%$273.8K$352.4K+$78.7K2026-10-22
Valtinson Bruner Financial Planning LLC
DECREASED485524-39-7%$295.3K$351.9K+$56.6K2026-11-02
Keeler & Nadler Financial Planning & Wealth Management
UNCHANGED48448400%$272.5K$350.9K+$78.4K2026-10-28
TrueWealth Advisors, LLC
UNCHANGED48248200%$271.3K$349.3K+$78.0K2026-10-09
Single Point Partners, LLC
DECREASED480596-116-19%$335.9K$348.1K+$12.2K2026-10-19
Hudson Oak Wealth Advisory LLC
DECREASED480481-10%$270.9K$348.1K+$77.1K2026-10-16
BetterWealth, LLC
UNCHANGED48048000%$270.6K$348.4K+$77.8K2026-10-15
LMG Wealth Partners, LLC
INCREASED478379+99+26%$213.5K$346.6K+$133.1K2026-11-05
Elevate Wealth Advisory, Inc
NEW477—+477——$345.8K—2026-10-29
Boyd Wealth Management, LLC
NEW477—+477——$345.9K—2026-10-20
My Personal CFO, LLC
INCREASED476369+107+29%$207.9K$345.2K+$137.3K2026-10-14
LifeGuide Financial Advisors, LLC
DECREASED475492-17-3%$277.1K$344.5K+$67.3K2026-10-20
Woodstock Corp
UNCHANGED47547500%$267.6K$344.5K+$76.9K2026-10-13
Taylor Financial Group, Inc.
DECREASED473703-230-33%$396.0K$343.0K-$53.0K2026-11-02
Patriot Investment Management Group, Inc.
INCREASED471463+8+2%$260.8K$341.6K+$80.8K2026-10-15
Objective Capital Management, LLC
UNCHANGED47147100%$265.2K$341.4K+$76.3K2026-10-13
Silverleafe Capital Partners, LLC
NEW470—+470——$341.1K—2026-10-02
Hardin Capital Partners, LLC
NEW470—+470——$340.9K—2026-10-09
Helium Advisors LLC
DECREASED470999-529-53%$562.6K$340.8K-$221.8K2026-10-23
Alternative Investment Advisors, Llc.
DECREASED469490-21-4%$276.5K$341.3K+$64.9K2026-11-03
Ridgeline Wealth Planning, LLC
NEW467—+467——$338.7K—2026-10-29
Graetz Wealth LLC
DECREASED464482-18-4%$271.7K$336.2K+$64.5K2026-10-27
Kooman & Associates
INCREASED463419+44+11%$236.0K$335.8K+$99.7K2026-10-21
Madson Wealth Advisors Inc
INCREASED463462+1+0%$260.5K$335.5K+$75.0K2026-10-13
Stone House Investment Management, LLC
INCREASED462393+69+18%$221.2K$334.9K+$113.6K2026-10-23
Roth Financial Partners LLC
UNCHANGED46246200%$260.2K$335.0K+$74.8K2026-10-06
HRC Wealth Management, LLC
UNCHANGED46146100%$259.7K$334.5K+$74.8K2026-10-16
Focus Wealth Advisors, LLC
UNCHANGED46046000%$259.0K$333.5K+$74.6K2026-10-14
Long Island Wealth Management, Inc.
NEW458—+458——$332.1K—2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4581,542-1,084-70%$868.6K$332.2K-$536.4K2026-10-14
RPG Investment Advisory, LLC
DECREASED458608-150-25%$342.7K$332.4K-$10.3K2026-10-21
Verde Capital Management
DECREASED458503-45-9%$283.7K$332.7K+$49.0K2026-10-28
Sound Financial Strategies Group, LLC
UNCHANGED45745700%$257.4K$331.4K+$74.0K2026-10-30
Arlington Financial Advisors, LLC
DECREASED456503-47-9%$283.3K$330.7K+$47.3K2026-10-19
Seamount Financial Group Inc
INCREASED456444+12+3%$250.1K$330.7K+$80.6K2026-10-21
Anchor Capital Advisors LLC
NEW453—+453——$328.5K—2026-11-05
Kieckhefer Group LLC
DECREASED453549-96-17%$309.2K$328.5K+$19.3K2026-10-13
CPA Asset Management Group, LLC
DECREASED453481-28-6%$270.9K$328.5K+$57.6K2026-10-26
Santori & Peters, Inc.
DECREASED451455-4-1%$256.3K$327.1K+$70.8K2026-10-26
6th Street Advisors, LLC
UNCHANGED45145100%$254.0K$327.1K+$73.0K2026-10-14
Cushing Capital Partners, LLC
NEW449—+449——$325.5K—2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED449298+151+51%$167.7K$325.6K+$157.9K2026-11-02
Essential Planning, Llc.
INCREASED449442+7+2%$249.0K$325.6K+$76.6K2026-10-21
DecisionPoint Financial, LLC
DECREASED448583-135-23%$357.0K$325.3K-$31.8K2026-10-27
Continuum Wealth Advisors, LLC
NEW447—+447——$324.3K—2026-10-20
Parkway Wealth Management Group, LLC
INCREASED447380+67+18%$214.2K$324.3K+$110.2K2026-10-20
Cedar Mountain Advisors, LLC
DECREASED446456-10-2%$256.9K$323.7K+$66.7K2026-10-15
PTM Wealth Management, LLC
UNCHANGED44644600%$265.3K$329.6K+$64.3K2026-10-23
Altus Wealth Management, LLC
DECREASED443518-75-14%$291.8K$321.3K+$29.5K2026-10-13
A4 Wealth Advisors LLC
DECREASED442476-34-7%$268.1K$320.5K+$52.4K2026-10-20
Noble Wealth Management PBC
DECREASED442449-7-2%$253.0K$320.7K+$67.7K2026-10-01
Forthright Family Wealth Advisory LLC
UNCHANGED44244200%$249.0K$320.5K+$71.6K2026-11-03
Decker Wealth Management LLC
NEW439—+439——$318.7K—2026-10-09
Fulcrum Wealth Advisors, LLC
DECREASED438739-301-41%$416.3K$317.6K-$98.6K2026-10-16
North Berkeley Wealth Management, LLC
INCREASED438418+20+5%$235.5K$317.6K+$82.2K2026-11-02
Penobscot Wealth Management
INCREASED437436+1+0%$245.8K$317.2K+$71.4K2026-10-21
Eiger Wealth Management, LLC
NEW436—+436——$316.3K—2026-11-03
Vision Financial Markets LLC
UNCHANGED43443400%$251.9K$314.7K+$62.8K2026-10-22
Daviman Financial, LLC
DECREASED433681-248-36%$383.6K$314.1K-$69.5K2026-11-06
Unified Investment Management
UNCHANGED43343300%$244.0K$314.1K+$70.1K2026-10-14
Andina Capital Management, LLC
INCREASED432361+71+20%$203.3K$313.3K+$109.9K2026-10-21
Fortress Financial Solutions, LLC
NEW431—+431——$312.6K—2026-10-14
Retirement Solution LLC
INCREASED430422+8+2%$237.7K$311.7K+$74.0K2026-10-27
Valley Forge Investment Consultants Inc ADV
UNCHANGED43043000%$242.1K$311.7K+$69.6K2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED429398+31+8%$224.2K$311.1K+$86.9K2026-10-19
Armstrong, Fleming & Moore, Inc
UNCHANGED42942900%$241.7K$311.1K+$69.5K2026-10-28
Seed Wealth Management, Inc.
UNCHANGED42942900%$241.7K$311.1K+$69.5K2026-10-20
Bourgeon Capital Management LLC
NEW428—+428——$310.4K—2026-10-19
Carbahal Olsen Financial Services Group, LLC
UNCHANGED42842800%$241.1K$310.4K+$69.3K2026-11-05
A. D. Beadell Investment Counsel, Inc.
DECREASED427455-28-6%$256$309.0K+$308.7K2026-10-14
Forza Wealth Management, LLC
INCREASED426362+64+18%$203.9K$308.9K+$105.0K2026-10-20
Spear Advisors LLC
NEW425—+425——$308.2K—2026-10-27
Legacy Solutions, LLC
DECREASED423433-10-2%$244.0K$306.9K+$62.9K2026-10-07
Alkeme Wealth, LLC
DECREASED423427-4-1%$240.5K$306.8K+$66.2K2026-10-08
Sunrise Financial Services, LLC
DECREASED419423-4-1%$238.3K$303.9K+$65.6K2026-10-21
Basso Capital Management, L.P.
NEW418—+418——$303.0K—2026-10-30
Virtus Wealth Solutions LLC
INCREASED418417+1+0%$235.0K$302.8K+$67.8K2026-11-03
Alpha Advisors, LLC
INCREASED416397+19+5%$223.7K$301.8K+$78.1K2026-10-19
WealthSpring Partners, LLC
DECREASED415749-334-45%$422.2K$301.2K-$121.0K2026-10-14
Foundation Wealth Management, Llc\pa
INCREASED415375+40+11%$211.4K$301.2K+$89.8K2026-10-14
Main Line Retirement Advisors, LLC
UNCHANGED41441400%$233.2K$300.3K+$67.1K2026-10-14
Veltria Advisors Corp.
NEW413—+413——$299.5K—2026-11-05
Pettinga Financial Advisors LLC
DECREASED413662-249-38%$373.0K$299.7K-$73.4K2026-10-13
FSA Investment Group, LLC
DECREASED410559-149-27%$314.9K$297.3K-$17.6K2026-10-07
Lake Hills Wealth Management, LLC
UNCHANGED41041000%$231.1K$297.5K+$66.4K2026-10-07
Droms Strauss Advisors Inc
UNCHANGED41041000%$231.0K$297.3K+$66.4K2026-11-03
Integrated Capital Management, LLC
DECREASED409427-18-4%$240.5K$296.7K+$56.2K2026-10-23
Bucket List Wealth Management, LLC
DECREASED408440-32-7%$247.8K$296.0K+$48.2K2026-10-22
Wealth Advisors Northwest LLC
DECREASED408409-10%$230.4K$295.9K+$65.5K2026-10-29
rebel Financial LLC
NEW406—+406——$294.6K—2026-11-04
MeadowBrook Investment Advisors LLC
DECREASED405420-15-4%$236.6K$262.8K+$26.2K2026-10-29
Keating Investment Counselors Inc
INCREASED405404+1+0%$227.7K$293.4K+$65.7K2026-10-14
Tucker Asset Management LLC
INCREASED404358+46+13%$201.8K$293.1K+$91.4K2026-10-29
Ironsides Asset Advisors, LLC
UNCHANGED40440400%$227.6K$293.0K+$65.4K2026-10-20
Salus Financial Advisors, LLC
NEW403—+403——$292.2K—2026-10-20
Richmond Investment Services, LLC
DECREASED399405-6-1%$228.2K$289.5K+$61.3K2026-10-29
Tepp RIA, LLC
UNCHANGED39939900%$224.8K$289.5K+$64.6K2026-10-14
True Link Financial Advisors, LLC
DECREASED398422-24-6%$237.7K$288.6K+$50.9K2026-10-27
Endowment Wealth Management, Inc.
DECREASED397400-3-1%$225.3K$288.1K+$62.8K2026-11-03
Asset Allocation Strategies LLC
DECREASED395430-35-8%$242.3K$286.7K+$44.4K2026-10-20
Jmac Enterprises LLC
UNCHANGED39439400%$221.9K$285.7K+$63.8K2026-10-30
ADG Wealth Management Group, LLC
INCREASED391381+10+3%$214.6K$283.5K+$68.9K2026-10-23
Brighton Securities Corp.
DECREASED390396-6-2%$223.1K$282.8K+$59.8K2026-10-08
Layline Advisors, LLC
DECREASED389513-124-24%$288.8K$282.1K-$6.8K2026-11-02
Kitching Partners, LLC
NEW388—+388——$281.4K—2026-11-02
Merited Wealth, LLC
DECREASED388461-73-16%$259.7K$281.4K+$21.7K2026-10-13
Penney Financial, LLC
DECREASED388399-11-3%$224.8K$281.4K+$56.6K2026-10-20
Welch Financial Planning, LLC
NEW386—+386——$279.9K—2026-11-06
Ndwm LLC
INCREASED386385+1+0%$217.1K$279.7K+$62.6K2026-11-05
Fulcrum Capital LLC
UNCHANGED38638600%$217.4K$279.9K+$62.5K2026-10-15
Meritas Wealth Management, LLC
NEW385—+385——$279.2K—2026-10-14
Stockman Wealth Management, Inc.
DECREASED384389-5-1%$219.1K$278.5K+$59.4K2026-10-27
Wealthcare Capital Management LLC
UNCHANGED38438400%$216.3K$278.5K+$62.2K2026-10-21
Investors Research Corp
DECREASED382417-35-8%$234.9K$277.0K+$42.1K2026-10-07
Solutions 4 Wealth, Ltd
NEW381—+381——$276.3K—2026-11-03
DeLarme Wealth Management, Inc.
DECREASED381493-112-23%$277.7K$276.3K-$1.4K2026-10-30
Boyum Wealth Architects LLC
INCREASED381364+17+5%$239.1K$277.4K+$38.3K2026-10-06
Providence Wealth Advisors, LLC
INCREASED380376+4+1%$221.0K$276.7K+$55.6K2026-10-29
Grove Street Fiduciary, LLC
UNCHANGED37937900%$213.5K$274.8K+$61.4K2026-10-13
MB, Levis & Associates, LLC
DECREASED378383-5-1%$215.7K$274.1K+$58.4K2026-10-16
Succession Financial, Inc.
DECREASED377379-2-1%$213.5K$273.5K+$59.9K2026-10-14
RMG Wealth Management LLC
DECREASED376412-36-9%$238.5K$243.1K+$4.6K2026-10-26
Carlson Financial, Inc.
INCREASED375374+1+0%$211.5K$271.7K+$60.2K2026-11-05
Seven Hills Financial, LLC
NEW374—+374——$271.2K—2026-10-13
Prospera Capital Management, LLC
NEW374—+374——$271.2K—2026-10-19
Inman Jager Wealth Management, LLC
DECREASED374379-5-1%$213.5K$271.2K+$57.7K2026-11-05
Kure Advisory, LLC
INCREASED372371+1+0%$209.0K$269.8K+$60.8K2026-10-08
Treasure Coast Financial Planning
UNCHANGED37037000%$208.4K$268.3K+$59.9K2026-11-03
RHS Financial, LLC
DECREASED368440-72-16%$247.8K$266.9K+$19.0K2026-10-13
Gibson Capital, LLC
DECREASED368423-55-13%$238.3K$266.9K+$28.6K2026-10-23
Xena Financial Planning, LLC
UNCHANGED36836800%$207.3K$266.9K+$59.6K2026-10-13
Halter Ferguson Financial Inc.
DECREASED367767-400-52%$432.0K$266.1K-$165.9K2026-10-21
Legacy Financial Independent Advisors LLC
DECREASED367397-30-8%$223.6K$266.1K+$42.5K2026-11-02
Portland Financial Advisors Inc
UNCHANGED36436400%$205.0K$264.0K+$58.9K2026-10-26
Taylor & Morgan Wealth Management, LLC
DECREASED363381-18-5%$214.4K$263.0K+$48.6K2026-10-09
Tull Financial Group, Inc.
INCREASED362358+4+1%$201.7K$262.5K+$60.9K2026-11-05
Integrated Wealth Management
NEW358—+358——$259.8K—2026-10-19
McAlister, Sweet & Associates, Inc.
UNCHANGED35835800%$201.7K$259.6K+$58.0K2026-10-07
Lockerman Financial Group, Inc.
NEW356—+356——$258.2K—2026-10-19
Clientfirst Wealth Management, LLC
UNCHANGED35635600%$200.5K$258.2K+$57.6K2026-11-04
Seros Financial, LLC
NEW355—+355——$257.5K—2026-10-21
M. Kraus & Co
NEW355—+355——$257.4K—2026-10-20
Friday Financial
NEW354—+354——$257.1K—2026-10-09
Veratis Advisors, Inc.
DECREASED354363-9-2%$204.6K$256.9K+$52.3K2026-11-03
Northland Securities, Inc.
DECREASED353403-50-12%$227.0K$256.0K+$29.0K2026-11-02
Keenan, LLC
NEW351—+351——$254.8K—2026-10-23
Kachkovsky & Fisher, Inc.
NEW350—+350——$254.1K—2026-10-21
Compound Global Advisors, LLC
DECREASED350600-250-42%$338.0K$253.8K-$84.2K2026-10-20
Praetorian Wealth Management, Inc.
NEW348—+348——$252.4K—2026-10-16
Hanson & Doremus Investment Management
INCREASED348312+36+12%$176.0K$252.0K+$76.0K2026-10-16
John W. Brooker & Co., CPAs
NEW347—+347——$251.6K—2026-10-21
Israel Discount Bank of New York
NEW347—+347——$251.6K—2026-10-14
Clarity Capital Advisors, LLC
NEW347—+347——$251.6K—2026-10-27
Ariston Services Group
NEW346—+346——$250.9K—2026-10-16
Michael J. Porro & Co. Financial Advisors, Inc.
NEW346—+346——$250.9K—2026-10-16
Ables, Iannone, Moore & Associates, Inc.
NEW345—+345——$250.2K—2026-10-06
Matthew Goff Investment Advisor, LLC
NEW345—+345——$250.1K—2026-10-13
Wavvest Wealth LLC
NEW345—+345——$250.4K—2026-10-21
Town Capital LLC
DECREASED345382-37-10%$215.2K$250.2K+$35.0K2026-11-03
Searcy Financial Services Inc
NEW342—+342——$248.1K—2026-10-07
Gleason Group, Inc.
UNCHANGED34134100%$192.1K$247.4K+$55.3K2026-10-15
Grace & White Inc
NEW337—+337——$244.4K—2026-10-23
Cherry Creek Investment Advisors, Inc.
DECREASED337357-20-6%$201.1K$244.5K+$43.4K2026-10-14
Zenith Solutions, Inc.
NEW336—+336——$243.3K—2026-10-19
Sterling Wealth Management, Inc.
NEW330—+330——$239.3K—2026-10-23
North Point Portfolio Managers Corp
NEW329—+329——$238.6K—2026-10-07
Appalachian Capital Management Ltd
NEW328—+328——$237.5K—2026-10-14
Cassilly Financial Group LLC
NEW328—+328——$237.9K—2026-10-07
Tradewinds Capital Management, LLC
DECREASED328336-8-2%$189.3K$237.9K+$48.6K2026-10-23
Fingerlakes Wealth Management, Inc.
NEW327—+327——$237.3K—2026-11-04
Integrity Wealth Partners, LLC
NEW327—+327——$237.2K—2026-10-14
Wealth Advisory Solutions, LLC
DECREASED327365-38-10%$205.6K$237.1K+$31.5K2026-10-20
CKW Financial Group
INCREASED327291+36+12%$178$237.0K+$236.8K2026-10-29
5th Street Advisors, LLC
NEW325—+325——$235.7K—2026-11-04
Stone Summit Wealth LLC
NEW325—+325——$236.0K—2026-10-14
Alliance Private Wealth, LLC
DECREASED324374-50-13%$210.7K$235.0K+$24.3K2026-10-20
Wendell David Associates Inc
NEW323—+323——$234.0K—2026-10-27
Copeland Capital Management, LLC
NEW322—+322——$233.5K—2026-10-13
Verity Asset Management, Inc.
NEW321—+321——$232.8K—2026-10-30
Foundation Wealth Management, LLC
DECREASED321382-61-16%$215.5K$232.5K+$17.0K2026-10-22
Blossom Wealth Management
NEW319—+319——$231.5K—2026-11-03
Guerra PAN Advisors, LLC
NEW319—+319——$225.0K—2026-10-26
Hara Capital LLC
INCREASED319152+167+110%$85.6K$231.3K+$145.7K2026-10-30
Braeburn Wealth Management LLC
NEW317—+317——$229.9K—2026-10-15
Trail Ridge Investment Advisors, LLC
NEW317—+317——$229.9K—2026-10-16
Hegarty Advisors, LLC
NEW317—+317——$229.9K—2026-10-20
Belleair Asset Management, LLC
NEW316—+316——$229.3K—2026-11-03
Nearside Advisors, LLC
NEW316—+316——$229.2K—2026-10-20
Jordan Park Trust Co LLC
NEW312—+312——$226.3K—2026-10-19
Barry Investment Advisors, LLC
NEW312—+312——$226.5K—2026-10-14
PVG Asset Management Corp
NEW312—+312——$226.3K—2026-10-19
Freedom Financial Partners LLC
NEW312—+312——$226.1K—2026-10-19
Sherman Wealth Management LLC
DECREASED311503-192-38%$283.5K$225.9K-$57.7K2026-10-16
Maseco LLP
INCREASED311274+37+14%$154.3K$225.6K+$71.4K2026-10-27
Redstone Wealth Management, LLC
NEW310—+310——$225.0K—2026-10-20
Arkfeld Wealth Strategies, L.L.C.
NEW310—+310——$223.5K—2026-10-19
ShoreHaven Wealth Partners, LLC
NEW306—+306——$222.3K—2026-10-16
ACT Wealth Management, LLC
NEW305—+305——$221.2K—2026-10-09
Cannon Capital Management, Inc.
NEW305—+305——$221.2K—2026-11-03
Kraematon Investment Advisors, Inc
NEW305—+305——$221.4K—2026-11-02
Platt Wealth Management LLC
NEW304—+304——$220.0K—2026-11-04
Torren Management, LLC
INCREASED30449+255+520%$27.8K$220.7K+$192.9K2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED30430400%$171.2K$220.5K+$49.3K2026-10-16
High Probability Advisors, LLC
NEW303—+303——$219.7K—2026-10-19
Two West Capital Advisors LLC
NEW303—+303——$223.9K—2026-10-15
Entrust Financial LLC
INCREASED303274+29+11%$154.3K$219.7K+$65.4K2026-11-04
Silvia Mccoll Wealth Management, LLC
NEW302—+302——$219.2K—2026-10-07
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED30230200%$170.1K$219.0K+$48.9K2026-10-28
Rodgers & Associates, LTD
NEW301—+301——$218.3K—2026-10-20
Phillip James Consulting Co.
UNCHANGED30130100%$169.6K$218.3K+$48.7K2026-11-03
Retirement Wealth Solutions LLC
INCREASED300174+126+72%$98.0K$217.6K+$119.5K2026-10-07
Richwood Investment Advisors, LLC
NEW299—+299——$216.8K—2026-10-30
Great Point Wealth Advisors, LLC
NEW299—+299——$216.5K—2026-10-15
Fifth Third Securities, Inc.
NEW298—+298——$216.2K—2026-10-21
Shearwater Capital LLC
NEW295—+295——$213.9K—2026-10-13
Centennial Advisors, LLC
NEW295—+295——$213.9K—2026-10-21
Financial Enhancement Group LLC
NEW295—+295——$212.8K—2026-10-08
John Boyer, Inc.
NEW292—+292——$206.7K—2026-10-27
Key Capital Management, Inc
INCREASED292193+99+51%$108.7K$211.8K+$103.0K2026-11-03
Belfer Management LLC
NEW290—+290——$210.0K—2026-11-05
Meridian Financial Partners LLC
NEW290—+290——$213.8K—2026-10-23
Seneca Financial Advisors LLC
NEW289—+289——$209.6K—2026-10-28
Whitaker-Myers Wealth Managers, Ltd.
NEW289—+289——$209.7K—2026-10-09
Halbert Hargrove Global Advisors, LLC
DECREASED289316-27-9%$178.2K$209.6K+$31.3K2026-10-16
ASL Financial, LLC
NEW288—+288——$208.9K—2026-10-15
CogentBlue Wealth Advisors, LLC
NEW287—+287——$208.1K—2026-10-09
Post Resch Tallon Group Inc.
NEW285—+285——$206.7K—2026-10-09
Bannerman Wealth Management Group, LLC
NEW285—+285——$206.7K—2026-10-09
First Financial Group Corp
NEW285—+285——$207.0K—2026-10-22
Bryant Woods Investment Advisors, LLC
NEW284—+284——$206.3K—2026-10-26
Northwest Wealth Advisors, LLC
NEW283—+283——$204.9K—2026-11-02
Lecap Asset Management LTD
NEW283—+283——$205.2K—2026-10-27
Eagle Harbor Asset Management Inc
NEW281—+281——$203.8K—2026-10-21
Wilkins Miller Wealth Management, LLC
NEW281—+281——$203.4K—2026-10-13
Brown Miller Wealth Management, LLC
NEW281—+281——$203.8K—2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED281451-170-38%$254.2K$203.5K-$50.7K2026-10-15
Urban Wealth Management, LLC
NEW280—+280——$203.1K—2026-10-21
Price Financial Group Wealth Management, Inc
NEW280—+280——$213.7K—2026-11-02
Orca Wealth Management, LLC
NEW277—+277——$200.9K—2026-10-14
Summit Place Financial Advisors, LLC
NEW277—+277——$201.0K—2026-10-23
E6 Portfolios, LLC
NEW276—+276——$200.3K—2026-10-26
Morton Brown Family Wealth, LLC
INCREASED27176+195+257%$42.8K$196.5K+$153.7K2026-10-23
SBK Financial, Inc.
UNCHANGED27027000%$152.1K$195.8K+$43.7K2026-11-02
IMG Wealth Management, Inc.
INCREASED266201+65+32%$113.2K$192.7K+$79.4K2026-10-27
Strategic Advocates LLC
INCREASED264250+14+6%$140.8K$191.4K+$50.6K2026-11-03
Next Level Wealth Planning, LLC
NEW262—+262——$190.0K—2026-10-29
Breakwater Investment Management
INCREASED259243+16+7%$136.9K$187.8K+$50.9K2026-10-20
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED25525500%$143.6K$184.9K+$41.3K2026-10-14
Aspect Partners, LLC
INCREASED245244+1+0%$137.4K$177.7K+$40.2K2026-10-20
Kingdom Financial Group Llc.
DECREASED237252-15-6%$141.9K$171.9K+$30.0K2026-11-04
Maryland Capital Advisors Inc.
DECREASED228248-20-8%$139.7K$165.3K+$25.6K2026-10-15
Fairway Wealth LLC
DECREASED228240-12-5%$135.2K$165.3K+$30.2K2026-10-30
Cranbrook Wealth Management, LLC
INCREASED213128+85+66%$72.3K$154.7K+$82.4K2026-10-28
Hurley Capital, LLC
INCREASED213210+3+1%$118.4K$154.7K+$36.3K2026-11-05
Richardson Capital Management LLC
INCREASED207200+7+4%$112.7K$150.1K+$37.5K2026-10-23
Montgomery Financial Services LLC
UNCHANGED20020000%$112.7K$145.0K+$32.4K2026-11-03
Team Financial Group, LLC
NEW197—+197——$142.7K—2026-10-30
Bare Financial Services, Inc
DECREASED192217-25-12%$122.2K$139.2K+$17.0K2026-11-04
First Premier Bank
DECREASED191193-2-1%$109$131.0K+$130.9K2026-10-13
Piscataqua Savings Bank
DECREASED185200-15-7%$112.7K$134.2K+$21.5K2026-10-21
West Financial Advisors, LLC
UNCHANGED18518500%$104.2K$134.2K+$30.0K2026-10-22
Caitong International Asset Management Co., Ltd
NEW181—+181——$131.3K—2026-10-29
Hyposwiss Advisors SA
UNCHANGED18018000%$100.3K$132.2K+$31.9K2026-10-26
Glass Jacobson Investment Advisors llc
DECREASED175176-1-1%$99.1K$126.9K+$27.8K2026-10-26
Cherry Tree Wealth Management, LLC
UNCHANGED17317300%$97.2K$125.1K+$27.9K2026-10-15
Syntax Research, Inc.
UNCHANGED17017000%$95.8K$123.3K+$27.5K2026-11-04
CrossGen Wealth, LLC
UNCHANGED16516500%$92.7K$119.4K+$26.7K2026-10-30
Monetary Solutions, Ltd
INCREASED163160+3+2%$90.1K$118.2K+$28.1K2026-10-22
Sfam, LLC
DECREASED162198-36-18%$111.5K$117.1K+$5.6K2026-11-03
Davis Capital Management
DECREASED159188-29-15%$106.0K$115.4K+$9.4K2026-10-08
McCarley & Cook Financial Planners
UNCHANGED15715700%$88.4K$113.9K+$25.4K2026-10-21
3 Factor Indexing, LLC
UNCHANGED15115100%$85.1K$109.5K+$24.4K2026-10-15
PFS Partners, LLC
INCREASED14873+75+103%$41.2K$107.4K+$66.2K2026-10-21
Putney Financial Group LLC
NEW147—+147——$106.6K—2026-10-30
Lynch Investment Planning, LLC
NEW146—+146——$106.0K—2026-10-27
Mizuho Securities Co. Ltd.
NEW140—+140——$101.5K—2026-11-04
KFG LLC
NEW138—+138——$100.1K—2026-11-02
Gilpin Wealth Management, LLC
INCREASED13897+41+42%$54.6K$100.1K+$45.4K2026-10-09
Pioneer Family Office, LLC
UNCHANGED13613600%$76.6K$98.6K+$22.0K2026-10-30
Accordant Advisory Group Inc
UNCHANGED13613600%$76.6K$98.6K+$22.0K2026-10-29
CGC Financial Services, LLC
UNCHANGED13613600%$76.6K$98.6K+$22.0K2026-10-13
Lloyd Advisory Services, Llc.
DECREASED125129-4-3%$72.9K$90.9K+$18.0K2026-11-02
Friedenthal Financial
UNCHANGED12512500%$70.5K$90.8K+$20.3K2026-10-27
Birch Capital Management, LLC
UNCHANGED12112100%$68.2K$87.7K+$19.6K2026-10-27
Clayton Financial Group LLC
NEW120—+120——$87.0K—2026-10-13
Toth Financial Advisory Corp
INCREASED11461+53+87%$34.4K$82.7K+$48.3K2026-10-08
Glynn Capital Management LLC
UNCHANGED11411400%$64.2K$82.7K+$18.5K2026-10-07
Bear Mountain Capital, Inc.
UNCHANGED11011000%$72.7K$78.0K+$5.3K2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED10710700%$60.3K$77.6K+$17.3K2026-11-04
Steph & Co
DECREASED103106-3-3%$59.7K$74.7K+$15.0K2026-10-07
Beacon Financial Strategies Corp
DECREASED100136-36-26%$76.6K$72.5K-$4.1K2026-10-14
Frankly Finances, LLC
UNCHANGED10010000%$56.3K$72.5K+$16.2K2026-10-28
Dorato Capital Management
UNCHANGED10010000%$66.9K$72.1K+$5.2K2026-10-08
Evolution Wealth Management Inc.
DECREASED96355-259-73%$200.2K$70.0K-$130.3K2026-10-28
NorthAvenue LLC
UNCHANGED868600%$48.4K$62.4K+$13.9K2026-10-29
Northstar Asset Management Co
UNCHANGED808000%$47.6K$55.8K+$8.2K2026-10-22
Clean Yield Group
UNCHANGED777700%$43.4K$55.8K+$12.5K2026-10-28
Chung Wu Investment Group, LLC
DECREASED70630-560-89%$354.9K$50.8K-$304.1K2026-11-03
Bayban
UNCHANGED707000%$39.4K$39.4K$02026-11-05
Harbor Asset Planning, Inc.
UNCHANGED696900%$38.9K$50.0K+$11.2K2026-10-23
GGM Financial LLC
UNCHANGED696900%$38.9K$50.0K+$11.2K2026-11-05
Paladin Partners, LLC
UNCHANGED646400%$36.1K$46.4K+$10.4K2026-10-06
Carolina Wealth Advisors, LLC
INCREASED6360+3+5%$33.8K$45.7K+$11.9K2026-10-23
Axiom Investment Management LLC
UNCHANGED636300%$35.5K$45.7K+$10.2K2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED626200%$34.7K$44.6K+$10.0K2026-10-28
MJT & Associates Financial Advisory Group, Inc.
DECREASED5995-36-38%$53.0K$42.8K-$10.2K2026-10-07
Prudent Man Investment Management, Inc.
INCREASED5224+28+117%$15.8K$37.7K+$21.9K2026-11-03
Advantage Trust Co
UNCHANGED505000%$28.2K$36.3K+$8.1K2026-10-19
RHL Group, LLC
UNCHANGED505000%$28.2K$36.3K+$8.2K2026-11-04
Horizons Wealth Management
NEW46—+46——$33.4K—2026-10-05
Catherine Avery Investment Management LLC
UNCHANGED424200%$23.7K$30.5K+$6.8K2026-10-14
Bayforest Capital Ltd
DECREASED41165-124-75%$92.9K$29.7K-$63.2K2026-11-03
PayPay Securities Corp
UNCHANGED404000%$22.5K$29.0K+$6.5K2026-10-27
Hoertkorn Richard Charles
UNCHANGED393900%$22.0K$28.3K+$6.3K2026-11-04
Pacifica Partners Inc.
UNCHANGED393900%$22.7K$28.3K+$5.6K2026-10-09
Nvest Wealth Strategies, Inc.
UNCHANGED363600%$20.3K$26.1K+$5.8K2026-10-14
Affinity Wealth LLC
NEW32—+32——$20.6K—2026-11-03
Barnes Dennig Private Wealth Management LLC
DECREASED32125-93-74%$70.4K$23.2K-$47.2K2026-10-30
Bernzott Capital Advisors
NEW27—+27——$19.6K—2026-10-29
Access Investment Management LLC
DECREASED2575-50-67%$42.2K$18.1K-$24.1K2026-10-23
Point Nemo Capital, LLC
UNCHANGED252500%$14.1K$18.1K+$4.0K2026-11-03
Midwest Capital Advisors, LLC
INCREASED211+20+2000%$565$15.2K+$14.7K2026-11-04
POM Investment Strategies, LLC
DECREASED2124-3-12%$13.5K$15.2K+$1.7K2026-10-20
William B. Walkup & Associates, Inc.
UNCHANGED202000%$11.3K$14.5K+$3.2K2026-11-05
Vermillion Wealth Management, Inc.
DECREASED18577-559-97%$325.0K$13.1K-$311.9K2026-10-26
Granite FO LLC
UNCHANGED181800%$10.1K$13.1K+$2.9K2026-10-14
Transce3nd, LLC
INCREASED158+7+88%$5.4K$10.5K+$5.1K2026-10-26
Blueline Advisors LLC
UNCHANGED151500%$8.5K$10.9K+$2.4K2026-10-15
USA Financial Formulas
NEW11—+11——$8.0K—2026-10-16
Inspire Investing, LLC
UNCHANGED101000%$5.6K$7.3K+$1.6K2026-10-22
Contravisory Investment Management, Inc.
UNCHANGED101000%$5.6K$7.3K+$1.6K2026-10-13
Beutel, Goodman & Co Ltd.
UNCHANGED5500%$2$3+$12026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED5500%$2.8K$3.6K+$8092026-10-29
Networth Advisors, LLC
UNCHANGED4400%$2.3K$2.9K+$6512026-11-03
Acima Private Wealth, LLC
UNCHANGED1100%$563$725+$1622026-10-05
4Thought Financial Group Inc.
NEW0—0——$269—2026-11-02
Simplex Trading, LLC
CLOSED060,293-60,293-100%$34.0M$0-$34.0M2026-11-04
B&D White Capital Company, LLC
CLOSED059,244-59,244-100%$33.4M$0-$33.4M2026-11-02
Heirloom Wealth Management
CLOSED047,942-47,942-100%$27.0M$0-$27.0M2026-10-14
Wolverine Asset Management LLC
CLOSED031,893-31,893-100%$18.0M$0-$18.0M2026-11-02
Privium Fund Management (UK) Ltd
CLOSED018,300-18,300-100%$10.3M$0-$10.3M2026-10-30
Cornerstone Enterprises, LLC
CLOSED014,435-14,435-100%$8.1M$0-$8.1M2026-10-15
Dara Capital US, Inc.
CLOSED013,976-13,976-100%$7.9M$0-$7.9M2026-10-29
Physicians Financial Services, Inc.
CLOSED013,211-13,211-100%$7.4M$0-$7.4M2026-11-04
Wealth Group, Ltd.
CLOSED013,211-13,211-100%$7.4M$0-$7.4M2026-10-30
Summerhill Capital Management lnc.
CLOSED09,182-9,182-100%$5.2M$0-$5.2M2026-11-02
RD Finance Ltd
CLOSED09,001-9,001-100%$5.1M$0-$5.1M2026-10-26
Titan Investment Management LLC
CLOSED08,927-8,927-100%$5.0M$0-$5.0M2026-10-22
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
CLOSED08,000-8,000-100%$4.5M$0-$4.5M2026-10-29
Herbst Group, LLC
CLOSED07,477-7,477-100%$4.2M$0-$4.2M2026-10-20
Kerusso Capital Management LLC
CLOSED06,697-6,697-100%$3.8M$0-$3.8M2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED04,224-4,224-100%$2.4M$0-$2.4M2026-10-16
One River Asset Management, LLC
CLOSED04,048-4,048-100%$2.3M$0-$2.3M2026-10-21
Terra Nova Asset Management LLC
CLOSED04,037-4,037-100%$2.3M$0-$2.3M2026-10-13
Gallagher Capital Advisors, LLC
CLOSED03,910-3,910-100%$2.2M$0-$2.2M2026-10-09
R Squared Ltd
CLOSED02,795-2,795-100%$1.6M$0-$1.6M2026-11-06
Marotta Asset Management
CLOSED02,556-2,556-100%$1.6M$0-$1.6M2026-10-02
Arbor Capital Management Inc
CLOSED02,366-2,366-100%$1.4M$0-$1.4M2026-10-21
Machina Capital S.A.S.
CLOSED02,282-2,282-100%$1.3M$0-$1.3M2026-11-05
Western Financial Corp
CLOSED02,051-2,051-100%$1.2M$0-$1.2M2026-10-14
Wellington Shields & Co., LLC
CLOSED01,869-1,869-100%$1.1M$0-$1.1M2026-11-03
Enclave Advisors LLC
CLOSED01,676-1,676-100%$944.2K$0-$944.2K2026-10-14
Wellington Shields Capital Management, LLC
CLOSED01,643-1,643-100%$925.5K$0-$925.5K2026-11-03
Miura Global Management, LLC
CLOSED01,500-1,500-100%$844.9K$0-$844.9K2026-10-05
Larry Mathis Financial Planning, LLC
CLOSED01,343-1,343-100%$756.5K$0-$756.5K2026-10-26
Praxis Capital Management LLC
CLOSED01,330-1,330-100%$749.2K$0-$749.2K2026-10-16
New England Research & Management, Inc.
CLOSED01,026-1,026-100%$577.7K$0-$577.7K2026-10-16
Lattice Capital Management, LLC
CLOSED0800-800-100%$450.6K$0-$450.6K2026-11-03
Dmkc Advisory Services, LLC
CLOSED0734-734-100%$413.5K$0-$413.5K2026-11-04
TKG Advisors, LLC
CLOSED0715-715-100%$402.9K$0-$402.9K2026-11-02
Sagace Wealth Management LLC
CLOSED0681-681-100%$383.6K$0-$383.6K2026-10-28
Guidance Capital, Inc
CLOSED0618-618-100%$410.9K$0-$410.9K2026-11-03
Amicus Financial Advisors, LLC
CLOSED0567-567-100%$319.4K$0-$319.4K2026-11-03
Provident Wealth Management, LLC
CLOSED0496-496-100%$279.4K$0-$279.4K2026-10-20
SFG Wealth Management, Llc.
CLOSED0478-478-100%$269.3K$0-$269.3K2026-10-23
Auctus Advisors LLC
CLOSED0449-449-100%$252.9K$0-$252.9K2026-10-23
Amarillo National Bank
CLOSED0439-439-100%$247.3K$0-$247.3K2026-10-23
Rye Brook Capital LLC
CLOSED0425-425-100%$239.0K$0-$239.0K2026-10-07
Miller Wealth Advisors, LLC
CLOSED0400-400-100%$225.3K$0-$225.3K2026-11-02
Keystone Global Partners, LLC
CLOSED0394-394-100%$221.9K$0-$221.9K2026-10-13
Corepath Wealth Partners LLC
CLOSED0383-383-100%$231.0K$0-$231.0K2026-10-21
Axim Planning & Wealth
CLOSED0379-379-100%$213.5K$0-$213.5K2026-10-28
Factor Wealth Management LTD
CLOSED0373-373-100%$210.2K$0-$210.2K2026-10-08
Terril Brothers, Inc.
CLOSED0357-357-100%$201.1K$0-$201.1K2026-11-06
Robinswood Financial LLC
CLOSED0348-348-100%$196.2K$0-$196.2K2026-10-20
Sander Capital Advisors Inc
CLOSED0289-289-100%$163$0-$1632026-10-20
Commonwealth Retirement Investments LLC
CLOSED0266-266-100%$149.6K$0-$149.6K2026-10-26
Founders Capital Management
CLOSED0177-177-100%$99.7K$0-$99.7K2026-10-13
Capital CS Group, LLC
CLOSED0106-106-100%$59.7K$0-$59.7K2026-10-29
Ball & Co Wealth Management Inc.
CLOSED089-89-100%$50.0K$0-$50.0K2026-11-05
Whipplewood Advisors, LLC
CLOSED066-66-100%$37.2K$0-$37.2K2026-10-20
Schuylkill Financial LLC
CLOSED063-63-100%$35.5K$0-$35.5K2026-10-21
Mountain Hill Investment Partners Corp.
CLOSED040-40-100%$22.5K$0-$22.5K2026-10-23
Fiduciary Advisors, Inc.
CLOSED012-12-100%$6.8K$0-$6.8K2026-10-16
Midway Capital Research & Management
CLOSED04-4-100%$2.3K$0-$2.3K2026-10-20
Horrell Capital Management, Inc.
CLOSED02-2-100%$1.1K$0-$1.1K2026-10-08
Illumine Investment Management, LLC
UNCHANGED000—$217.4K$244.7K+$27.3K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$3.0M$1.5M-$1.5M2026-10-29
BlackRock, Inc.
N/A—173,396,976-173,396,976-100%$97.7B———
Vanguard Capital Management LLC
N/A—143,440,997-143,440,997-100%$80.8B———
FMR LLC
N/A—95,895,744-95,895,744-100%$54.0B———
State Street Corp
N/A—92,033,963-92,033,963-100%$51.8B———
Geode Capital Management, LLC
N/A—54,949,893-54,949,893-100%$30.8B———
JPMorgan Chase & Co
N/A—45,944,387-45,944,387-100%$25.8B———
Capital World Investors
N/A—40,876,883-40,876,883-100%$23.0B———
Capital Research Global Investors
N/A—39,619,778-39,619,778-100%$22.3B———
Morgan Stanley
N/A—39,435,817-39,435,817-100%$22.2B———
Vanguard Portfolio Management LLC
N/A—38,386,817-38,386,817-100%$21.6B———
Invesco Ltd.
N/A—38,370,492-38,370,492-100%$21.6B———
Norges Bank
N/A—32,726,903-32,726,903-100%$18.4B———
Price T Rowe Associates Inc
N/A—30,793,354-30,793,354-100%$17.3B———
Bank of America Corp
N/A—22,090,012-22,090,012-100%$12.4B———
Northern Trust Corp
N/A—21,901,618-21,901,618-100%$12.3B———
Goldman Sachs Group Inc
N/A—20,939,652-20,939,652-100%$11.8B———
Capital International Investors
N/A—18,612,353-18,612,353-100%$10.5B———
Charles Schwab Investment Management Inc
N/A—15,438,261-15,438,261-100%$8.7B———
Legal & General Group Plc
N/A—14,099,436-14,099,436-100%$7.9B———
UBS Asset Management Americas LLC
N/A—12,836,063-12,836,063-100%$7.2B———
Vanguard Fiduciary Trust Co
N/A—12,567,743-12,567,743-100%$7.1B———
Alliancebernstein L.P.
N/A—11,903,028-11,903,028-100%$6.8B———
Amundi
N/A—11,101,924-11,101,924-100%$6.3B———
Wells Fargo & Company
N/A—10,022,693-10,022,693-100%$5.6B———
Newlands Management Operations LLC
N/A—9,664,414-9,664,414-100%$5.4B———
Nuveen, LLC
N/A—9,636,418-9,636,418-100%$5.4B———
Franklin Resources Inc
N/A—9,410,485-9,410,485-100%$5.3B———
Deutsche Bank Ag\
N/A—9,247,543-9,247,543-100%$5.2B———
Royal Bank of Canada
N/A—9,100,645-9,100,645-100%$5.1B———
UBS Group AG
N/A—8,543,093-8,543,093-100%$4.8B———
HSBC Holdings PLC
N/A—8,052,786-8,052,786-100%$4.5B———
Ameriprise Financial Inc
N/A—7,997,876-7,997,876-100%$4.5B———
Loomis Sayles & Co L P
N/A—7,504,423-7,504,423-100%$4.2B———
Jennison Associates LLC
N/A—7,368,060-7,368,060-100%$4.2B———
Wellington Management Group LLP
N/A—7,225,624-7,225,624-100%$4.1B———
Fisher Asset Management, LLC
N/A—6,794,023-6,794,023-100%$3.8B———
Dodge & COX
N/A—6,489,255-6,489,255-100%$3.7B———
Swiss National Bank
N/A—6,193,880-6,193,880-100%$3.5B———
National Bank of Canada
N/A—5,666,938-5,666,938-100%$3.2B———
SG Americas Securities, LLC
N/A—5,568,685-5,568,685-100%$3.1B———
Bank of Montreal
N/A—5,491,437-5,491,437-100%$3.1B———
American Century Companies Inc
N/A—5,332,613-5,332,613-100%$3.0B———
Jupiter Topco LLC
N/A—5,234,900-5,234,900-100%$2.9B———
Schroder Investment Management Group
N/A—5,194,415-5,194,415-100%$2.9B———
California Public Employees Retirement System
N/A—4,961,480-4,961,480-100%$2.8B———
National Pension Service
N/A—4,850,873-4,850,873-100%$2.7B———
Vanguard Global Advisers, LLC
N/A—4,740,899-4,740,899-100%$2.7B———
Canada Pension Plan Investment Board
N/A—4,721,204-4,721,204-100%$2.7B———
T. Rowe Price Investment Management, Inc.
N/A—4,684,554-4,684,554-100%$2.6B———
Vanguard Asset Management, Ltd
N/A—4,274,391-4,274,391-100%$2.4B———
Raymond James Financial Inc
N/A—3,918,214-3,918,214-100%$2.2B———
Rhumbline Advisers
N/A—3,808,010-3,808,010-100%$2.1B———
Clearbridge Investments, LLC
N/A—3,771,179-3,771,179-100%$2.1B———
Massachusetts Financial Services Co
N/A—3,600,708-3,600,708-100%$2.1B———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—3,446,717-3,446,717-100%$1.9B———
D. E. Shaw & Co., Inc.
N/A—3,397,091-3,397,091-100%$1.9B———
BNP Paribas Financial Markets
N/A—3,391,917-3,391,917-100%$1.9B———
California State Teachers Retirement System
N/A—3,334,525-3,334,525-100%$1.9B———
Envestnet Asset Management Inc
N/A—3,236,516-3,236,516-100%$1.8B———
First Eagle Investment Management, LLC
N/A—3,217,353-3,217,353-100%$1.8B———
Baillie Gifford & Co
N/A—3,201,546-3,201,546-100%$1.8B———
Pershing Square Inc.
N/A—3,196,062-3,196,062-100%$1.8B———
LPL Financial LLC
N/A—3,186,464-3,186,464-100%$1.8B———
Susquehanna International Group, LLP
N/A—3,001,150-3,001,150-100%$1.7B———
Manufacturers Life Insurance Company, the
N/A—2,878,365-2,878,365-100%$1.6B———
Victory Capital Management Inc
N/A—2,877,996-2,877,996-100%$1.6B———
Russell Investments Group, Ltd.
N/A—2,855,614-2,855,614-100%$1.6B———
Tiger Global Management LLC
N/A—2,823,180-2,823,180-100%$1.6B———
FIL Ltd
N/A—2,671,940-2,671,940-100%$1.5B———
Coatue Management LLC
N/A—2,526,048-2,526,048-100%$1.4B———
Neuberger Berman Group LLC
N/A—2,500,148-2,500,148-100%$1.4B———
Nordea Investment Management AB
N/A—2,458,915-2,458,915-100%$1.4B———
Caisse de Depot ET Placement DU Quebec
N/A—2,442,888-2,442,888-100%$1.4B———
Ensign Peak Advisors, Inc
N/A—2,413,862-2,413,862-100%$1.4B———
Bessemer Group Inc
N/A—2,373,946-2,373,946-100%$1.3B———
Artisan Partners Limited Partnership
N/A—2,367,016-2,367,016-100%$1.3B———
BNP Paribas Asset Management Holding S.A.
N/A—2,352,983-2,352,983-100%$1.3B———
New York State Common Retirement Fund
N/A—2,328,236-2,328,236-100%$1.3B———
Allianz Asset Management GmbH
N/A—2,306,359-2,306,359-100%$1.3B———
Jane Street Group, LLC
N/A—2,264,034-2,264,034-100%$1.3B———
Fayez Sarofim & Co
N/A—2,213,318-2,213,318-100%$1.2B———
First Trust Advisors LP
N/A—2,212,729-2,212,729-100%$1.2B———
Bank of Nova Scotia
N/A—2,202,780-2,202,780-100%$1.2B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—2,195,413-2,195,413-100%$1.2B———
AQR Capital Management LLC
N/A—2,168,492-2,168,492-100%$1.2B———
Canada Life Assurance Co
N/A—2,165,987-2,165,987-100%$1.2B———
DnB Asset Management AS
N/A—2,093,653-2,093,653-100%$1.2B———
Adage Capital Partners GP, L.L.C.
N/A—2,058,535-2,058,535-100%$1.2B———
Aviva PLC
N/A—2,030,510-2,030,510-100%$1.1B———
Renaissance Technologies LLC
N/A—2,023,153-2,023,153-100%$1.1B———
Fred Alger Management, LLC
N/A—1,993,697-1,993,697-100%$1.1B———
Natixis Advisors, LLC
N/A—1,991,523-1,991,523-100%$1.1B———
TD Asset Management Inc
N/A—1,979,128-1,979,128-100%$1.1B———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,968,211-1,968,211-100%$1.1B———
Alkeon Capital Management LLC
N/A—1,945,399-1,945,399-100%$1.1B———
State Farm Mutual Automobile Insurance Co
N/A—1,909,500-1,909,500-100%$1.1B———
Acadian Asset Management LLC
N/A—1,908,613-1,908,613-100%$1.1B———
CIBC Bancorp USA Inc.
N/A—1,883,758-1,883,758-100%$1.1B———
State Board of Administration of Florida Retirement System
N/A—1,876,124-1,876,124-100%$1.1B———
Viking Global Investors LP
N/A—1,867,619-1,867,619-100%$1.1B———
WCM Investment Management, LLC
N/A—1,821,072-1,821,072-100%$1.0B———
SEI Investments Co
N/A—1,809,469-1,809,469-100%$1.0B———
Aberdeen Group plc
N/A—1,798,375-1,798,375-100%$1.0B———
Boston Partners
N/A—1,792,766-1,792,766-100%$1.0B———
Voya Investment Management LLC
N/A—1,780,386-1,780,386-100%$1.0B———
Prudential Financial Inc
N/A—1,779,452-1,779,452-100%$1.0B———
Quantinno Capital Management LP
N/A—1,727,307-1,727,307-100%$973.0M———
Toronto Dominion Bank
N/A—1,707,221-1,707,221-100%$961.7M———
Baird Financial Group, Inc.
N/A—1,701,240-1,701,240-100%$958.3M———
Capitolis Liquid Global Markets LLC
N/A—1,701,091-1,701,091-100%$958.2M———
Danske Bank A/S
N/A—1,665,476-1,665,476-100%$938.1M———
Davis Selected Advisers
N/A—1,648,172-1,648,172-100%$928.7M———
Korea Investment Corp
N/A—1,567,722-1,567,722-100%$883.1M———
Jones Financial Companies Lllp
N/A—1,518,377-1,518,377-100%$836.2M———
Alyeska Investment Group, L.P.
N/A—1,487,523-1,487,523-100%$837.9M———
Credit Agricole S A
N/A—1,473,898-1,473,898-100%$830.2M———
Soroban Capital Partners LP
N/A—1,466,943-1,466,943-100%$826.3M———
Mariner, LLC
N/A—1,428,971-1,428,971-100%$804.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,385,960-1,385,960-100%$780.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,385,577-1,385,577-100%$780.5M———
Altimeter Capital Management, LP
N/A—1,354,990-1,354,990-100%$763.3M———
Winslow Capital Management, LLC
N/A—1,338,364-1,338,364-100%$753.9M———
Royal London Asset Management LTD
N/A—1,322,699-1,322,699-100%$745.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,311,864-1,311,864-100%$739.0M———
Millennium Management LLC
N/A—1,299,244-1,299,244-100%$731.9M———
HighTower Advisors, LLC
N/A—1,294,473-1,294,473-100%$729.2M———
Eagle Capital Management LLC
N/A—1,289,767-1,289,767-100%$726.5M———
Clear Street Group Inc.
N/A—1,276,017-1,276,017-100%$718.8M———
Cerity Partners LLC
N/A—1,258,578-1,258,578-100%$709.0M———
Employees Provident Fund Board
N/A—1,246,481-1,246,481-100%$702.1M———
Stifel Financial Corp
N/A—1,231,479-1,231,479-100%$693.8M———
Storebrand Asset Management AS
N/A—1,186,760-1,186,760-100%$668.5M———
State of Wisconsin Investment Board
N/A—1,171,368-1,171,368-100%$659.8M———
Treasurer of the State of North Carolina
N/A—1,161,273-1,161,273-100%$654.1M———
Public Employees Retirement Association of Colorado
N/A—1,154,405-1,154,405-100%$650.3M———
Focus Partners Wealth
N/A—1,124,479-1,124,479-100%$631.9M———
Vanguard Investments Australia, Ltd.
N/A—1,124,067-1,124,067-100%$633.2M———
Handelsbanken Fonder AB
N/A—1,120,604-1,120,604-100%$631.2K———
Citadel Advisors LLC
N/A—1,120,322-1,120,322-100%$631.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,074,345-1,074,345-100%$605.2M———
Rockefeller Capital Management L.P.
N/A—1,067,698-1,067,698-100%$601.4M———
Chevy Chase Trust Holdings, LLC
N/A—1,065,744-1,065,744-100%$600.3M———
Fundsmith LLP
N/A—1,051,876-1,051,876-100%$592.5M———
Nomura Asset Management Co LTD
N/A—1,008,917-1,008,917-100%$568.3M———
Sands Capital Management, LLC
N/A—969,879-969,879-100%$546.3M———
Nomura Asset Management International Inc.
N/A—962,658-962,658-100%$542.3M———
William Blair Investment Management, LLC
N/A—950,115-950,115-100%$535.2M———
CI Investments Inc.
N/A—941,092-941,092-100%$530.1M———
Polar Capital Holdings Plc
N/A—939,176-939,176-100%$529.0M———
Panagora Asset Management Inc
N/A—931,434-931,434-100%$524.7M———
ValueAct Holdings, L.P.A
N/A—915,674-915,674-100%$515.8M———
KLP Kapitalforvaltning AS
N/A—915,410-915,410-100%$515.6M———
Life Cycle Investment Partners Ltd
N/A—903,206-903,206-100%$508.8M———
Marshall Wace, LLP
N/A—891,552-891,552-100%$502.2M———
ING Groep NV
N/A—880,864-880,864-100%$496.2M———
Public Employees Retirement System of Ohio
N/A—859,079-859,079-100%$483.9M———
Man Group plc
N/A—857,224-857,224-100%$482.9M———
IEQ Capital, LLC
N/A—856,435-856,435-100%$482.4M———
Woodline Partners LP
N/A—822,510-822,510-100%$463.3M———
Teacher Retirement System of Texas
N/A—802,424-802,424-100%$452.0M———
Cetera Investment Advisers
N/A—801,693-801,693-100%$451.6M———
Public Sector Pension Investment Board
N/A—777,473-777,473-100%$437.9M———
Brown Advisory Inc
N/A—767,623-767,623-100%$432.4M———
Maverick Capital LTD
N/A—764,041-764,041-100%$430.4M———
Tidal Investments LLC
N/A—763,567-763,567-100%$430.1M———
VAN Lanschot Kempen Investment Management N.V.
N/A—762,102-762,102-100%$429.3M———
Northwestern Mutual Wealth Management Co
N/A—757,472-757,472-100%$426.7M———
1832 Asset Management L.P.
N/A—753,401-753,401-100%$424.4M———
State of Tennessee, Department of Treasury
N/A—750,789-750,789-100%$422.9M———
Van Eck Associates Corp
N/A—749,836-749,836-100%$422.4M———
Federated Hermes, Inc.
N/A—739,037-739,037-100%$416.3M———
Mufg Securities Emea plc
N/A—736,023-736,023-100%$414.6M———
Osaic Holdings, Inc.
N/A—727,305-727,305-100%$409.9M———
SRS Investment Management, LLC
N/A—727,009-727,009-100%$409.5M———
Tredje Ap-fonden
N/A—727,002-727,002-100%$409.5M———
AustralianSuper Pty Ltd
N/A—722,604-722,604-100%$407.0M———
Worldquant Millennium Advisors LLC
N/A—711,462-711,462-100%$400.8M———
Omers Administration Corp
N/A—710,539-710,539-100%$400.2M———
Primecap Management Co
N/A—708,290-708,290-100%$399.0M———
Gobi Capital LLC
N/A—702,909-702,909-100%$395.9M———
Rathbones Group PLC
N/A—693,261-693,261-100%$390.5M———
LOS Angeles Capital Management LLC
N/A—685,229-685,229-100%$386.0M———
Banco Santander, S.A.
N/A—682,535-682,535-100%$384.5M———
First Pacific Advisors, LP
N/A—679,884-679,884-100%$383.0M———
Westfield Capital Management Co LP
N/A—677,389-677,389-100%$381.6M———
Appaloosa LP
N/A—675,000-675,000-100%$380.2M———
Blair William & Co
N/A—670,881-670,881-100%$377.9M———
Two Sigma Investments, LP
N/A—669,390-669,390-100%$377.1M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—659,129-659,129-100%$371.3M———
Captrust Financial Advisors
N/A—639,025-639,025-100%$360.0M———
Lazard Asset Management LLC
N/A—635,184-635,184-100%$357.8M———
Balyasny Asset Management L.P.
N/A—632,687-632,687-100%$356.4M———
Resona Asset Management Co.,Ltd.
N/A—631,802-631,802-100%$355.8M———
Empower Advisory Group, LLC
N/A—608,286-608,286-100%$342.6M———
Pinebridge Investments LLC
N/A—595,307-595,307-100%$335.3M———
Capstone Investment Advisors, LLC
N/A—594,871-594,871-100%$335.1M———
GQG Partners LLC
N/A—591,397-591,397-100%$333.1M———
Nissay Asset Management Corp N
N/A—591,169-591,169-100%$333.0M———
MetLife Investment Management, LLC
N/A—573,082-573,082-100%$322.8M———
Point72 Asset Management, L.P.
N/A—567,833-567,833-100%$319.9M———
D1 Capital Partners L.P.
N/A—566,500-566,500-100%$319.1M———
Capital International Sarl
N/A—565,549-565,549-100%$318.6M———
CIBC World Market Inc.
N/A—563,119-563,119-100%$317.2M———
Capital International, Inc.
N/A—562,868-562,868-100%$317.1M———
Janney Montgomery Scott LLC
N/A—561,995-561,995-100%$316.6M———
MML Investors Services, LLC
N/A—555,371-555,371-100%$312.8M———
DSM Capital Partners LLC
N/A—548,698-548,698-100%$309.1M———
Squarepoint Ops LLC
N/A—547,694-547,694-100%$308.5M———
Mawer Investment Management Ltd.
N/A—545,687-545,687-100%$307.4M———
Mercer Global Advisors Inc
N/A—532,588-532,588-100%$300.0M———
Cresset Asset Management, LLC
N/A—520,879-520,879-100%$293.4M———
Clal Insurance Enterprises Holdings Ltd
N/A—518,127-518,127-100%$291.9M———
OFI Invest Asset Management
N/A—517,310-517,310-100%$255.8M———
Davis Asset Management, L.P.
N/A—517,000-517,000-100%$291.2M———
Scotia Capital Inc.
N/A—513,445-513,445-100%$289.2M———
Hudson Bay Capital Management LP
N/A—511,031-511,031-100%$287.9M———
TCW Group Inc
N/A—500,761-500,761-100%$282.1M———
Migdal Insurance & Financial Holdings Ltd.
N/A—490,773-490,773-100%$276.4M———
Saudi Central Bank
N/A—488,594-488,594-100%$302.9M———
Vinva Investment Management Ltd
N/A—481,658-481,658-100%$271.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—480,636-480,636-100%$269.8M———
Menora Mivtachim Holdings Ltd.
N/A—468,265-468,265-100%$263.8M———
Bristol John W & Co Inc
N/A—463,636-463,636-100%$261.2M———
Theleme Partners LLP
N/A—459,450-459,450-100%$258.8M———
Whale Rock Capital Management LLC
N/A—455,982-455,982-100%$256.9M———
Tudor Investment Corp ET AL
N/A—443,729-443,729-100%$249.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—431,735-431,735-100%$243.2M———
Macquarie Group LTD
N/A—430,483-430,483-100%$242.5M———
NewEdge Advisors, LLC
N/A—422,101-422,101-100%$237.8M———
Zacks Investment Management
N/A—415,511-415,511-100%$234.1M———
Zurich Insurance Group Ltd
N/A—413,869-413,869-100%$233.1M———
Federation des caisses Desjardins du Quebec
N/A—413,645-413,645-100%$233.0M———
M&T Bank Corp
N/A—407,198-407,198-100%$229.4M———
Atreides Management, LP
N/A—402,770-402,770-100%$226.9M———
Rafferty Asset Management, LLC
N/A—401,011-401,011-100%$225.9M———
Voyager Global Management LP
N/A—395,000-395,000-100%$222.5M———
Commerce Bank
N/A—390,909-390,909-100%$220.2M———
Mediolanum International Funds Ltd
N/A—387,085-387,085-100%$217.8M———
Nomura Holdings Inc
N/A—382,832-382,832-100%$215.6M———
Steward Partners Investment Advisory, LLC
N/A—380,818-380,818-100%$214.5M———
PointState Capital LP
N/A—380,411-380,411-100%$214.3M———
AE Wealth Management LLC
N/A—376,868-376,868-100%$212.3M———
Huntington National Bank
N/A—374,099-374,099-100%$210.7M———
Varma Mutual Pension Insurance Co
N/A—374,094-374,094-100%$210.7M———
Elo Mutual Pension Insurance Co
N/A—372,662-372,662-100%$209.9M———
QRG Capital Management, Inc.
N/A—372,579-372,579-100%$209.9M———
Greenbrier Partners Capital Management, LLC
N/A—368,492-368,492-100%$207.6M———
Teachers Retirement System of the State of Kentucky
N/A—366,423-366,423-100%$206.4M———
Glenview Capital Management, LLC
N/A—356,841-356,841-100%$201.0M———
Guggenheim Capital LLC
N/A—356,484-356,484-100%$200.8M———
USS Investment Management Ltd
N/A—353,546-353,546-100%$199.0M———
Intech Investment Management LLC
N/A—352,725-352,725-100%$198.7M———
Employees Retirement System of Texas
N/A—352,086-352,086-100%$198.3M———
Manning & Napier Advisors LLC
N/A—348,817-348,817-100%$196.5M———
Mizuho Markets Cayman LP
N/A—348,811-348,811-100%$196.5M———
LGT Group Foundation
N/A—346,640-346,640-100%$195.3M———
Gilder Gagnon Howe & Co LLC
N/A—345,373-345,373-100%$194.5M———
Epoch Investment Partners, Inc.
N/A—344,368-344,368-100%$194.0M———
Railway Pension Investments Ltd
N/A—342,200-342,200-100%$192.8M———
Fundsmith Investment Services Ltd.
N/A—340,730-340,730-100%$191.9M———
LSV Asset Management
N/A—336,960-336,960-100%$189.8M———
Milford Funds LTD
N/A—336,824-336,824-100%$189.7M———
Vident Advisory, LLC
N/A—336,581-336,581-100%$189.6M———
Wealthfront Advisers LLC
N/A—336,521-336,521-100%$189.6M———
Utah Retirement Systems
N/A—333,746-333,746-100%$188.0M———
Mairs & Power Inc
N/A—332,871-332,871-100%$187.5M———
Police & Firemen's Retirement System of New Jersey
N/A—329,700-329,700-100%$185.7M———
Polen Capital Management LLC
N/A—329,573-329,573-100%$185.6M———
British Columbia Investment Management Corp
N/A—329,236-329,236-100%$185.5M———
Abrams Capital Management, L.P.
N/A—325,155-325,155-100%$183.2M———
Vanguard Personalized Indexing Management, LLC
N/A—325,106-325,106-100%$183.1M———
Clark Capital Management Group, Inc.
N/A—323,276-323,276-100%$182.1M———
O'shaughnessy Asset Management, LLC
N/A—319,854-319,854-100%$180.2M———
&partners
N/A—303,172-303,172-100%$170.6M———
Giverny Capital Inc.
N/A—302,888-302,888-100%$170.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—301,887-301,887-100%$170.1M———
Pathstone Holdings, LLC
N/A—301,293-301,293-100%$170.2M———
Darsana Capital Partners LP
N/A—300,000-300,000-100%$169.0M———
Sculptor Capital LP
N/A—300,000-300,000-100%$169.0M———
Bowie Capital Management, LLC
N/A—297,126-297,126-100%$167.4M———
Empowered Funds, LLC
N/A—288,471-288,471-100%$162.5M———
Meritage Group LP
N/A—286,391-286,391-100%$161.3M———
Erste Asset Management GmbH
N/A—286,019-286,019-100%$160.8M———
Lord, Abbett & Co. LLC
N/A—285,035-285,035-100%$160.6M———
Capital International LTD
N/A—284,713-284,713-100%$160.4M———
Andra Ap-fonden
N/A—284,301-284,301-100%$160.1M———
Glenmede Trust Co NA
N/A—280,704-280,704-100%$158.1M———
Corvex Management LPA
N/A—280,000-280,000-100%$157.7M———
Blue Sparrow, LLC
N/A—278,000-278,000-100%$156.6M———
Sanctuary Advisors, LLC
N/A—277,633-277,633-100%$156.4M———
Sequoia Financial Advisors, LLC
N/A—275,017-275,017-100%$154.9M———
Trexquant Investment LP
N/A—268,145-268,145-100%$151.0M———
EP Wealth Advisors, LLC
N/A—262,961-262,961-100%$148.1M———
Danica Pension, Livsforsikringsaktieselskab
N/A—262,615-262,615-100%$147.9M———
Whittier Trust Co
N/A—259,511-259,511-100%$155.8M———
HRT Financial LP
N/A—259,340-259,340-100%$146.1M———
Walleye Trading LLC
N/A—255,263-255,263-100%$143.8M———
MAI Capital Management
N/A—249,508-249,508-100%$140.5M———
Harvest Portfolios Group Inc.
N/A—248,291-248,291-100%$139.9M———
Great Lakes Advisors, LLC
N/A—248,025-248,025-100%$139.7M———
Shanda Asset Management Holdings Ltd
N/A—245,500-245,500-100%$138.3M———
Jacobs Levy Equity Management, Inc
N/A—240,790-240,790-100%$135.6M———
ARK Investment Management LLC
N/A—238,973-238,973-100%$134.6M———
BlueSpruce Investments, LP
N/A—237,786-237,786-100%$133.9M———
Harding Loevner LP
N/A—237,407-237,407-100%$133.7M———
Pacer Advisors, Inc.
N/A—235,429-235,429-100%$132.6M———
Bamco Inc
N/A—233,313-233,313-100%$131.4M———
NewEdge Wealth, LLC
N/A—231,927-231,927-100%$130.6M———
Park Presidio Capital LLC
N/A—231,133-231,133-100%$130.2M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—230,356-230,356-100%$129.8M———
Prudential PLC
N/A—226,659-226,659-100%$127.7M———
Letko, Brosseau & Associates Inc
N/A—223,556-223,556-100%$125.9M———
Scge Management, L.P.
N/A—222,600-222,600-100%$125.4M———
Dorsal Capital Management, LP
N/A—220,000-220,000-100%$123.9M———
Amova Asset Management Americas, Inc.
N/A—219,003-219,003-100%$123.3M———
Unisphere Establishment
N/A—216,200-216,200-100%$121.8M———
Palidye Holdings (Caymans) Ltd
N/A—215,276-215,276-100%$121.3M———
Harvard Management Co Inc
N/A—214,504-214,504-100%$120.8M———
a16z Capital Management, L.L.C.
N/A—212,531-212,531-100%$119.7M———
Groupe la Francaise
N/A—212,345-212,345-100%$119.3M———
Shelton Capital Management
N/A—211,030-211,030-100%$118.9M———
Marsico Capital Management LLC
N/A—209,748-209,748-100%$118.1M———
Silvercrest Asset Management Group LLC
N/A—208,362-208,362-100%$117.4M———
Allstate Corp
N/A—205,134-205,134-100%$115.5M———
Skandinaviska Enskilda Banken AB (publ)
N/A—204,826-204,826-100%$115.3M———
Groupama Asset Managment
N/A—202,938-202,938-100%$114.0M———
Causeway Capital Management LLC
N/A—201,459-201,459-100%$113.5M———
Rokos Capital Management LLP
N/A—201,190-201,190-100%$113.3M———
Dorsey Asset Management, LLC
N/A—199,901-199,901-100%$112.6M———
Cornerstone Investment Partners, LLC
N/A—199,210-199,210-100%$112.2M———
NWI Management LP
N/A—198,000-198,000-100%$111.5M———
Investment Management Corp of Ontario
N/A—197,574-197,574-100%$111.3M———
Peak6 LLC
N/A—192,181-192,181-100%$108.3M———
Voleon Capital Management LP
N/A—191,795-191,795-100%$108.0M———
Brown Brothers Harriman & Co
N/A—190,337-190,337-100%$107.2M———
Commerzbank Aktiengesellschaft
N/A—187,180-187,180-100%$105.4M———
Qube Research & Technologies Ltd
N/A—187,080-187,080-100%$105.4M———
Beacon Pointe Advisors, LLC
N/A—186,949-186,949-100%$105.3M———
Silvant Capital Management LLC
N/A—186,856-186,856-100%$105.3M———
Bridges Investment Management Inc
N/A—186,651-186,651-100%$105.1M———
Jupiter Asset Management LTD
N/A—182,139-182,139-100%$102.6M———
Evelyn Partners Group Ltd
N/A—181,201-181,201-100%$102.1M———
Hound Partners, LLC
N/A—181,000-181,000-100%$102.0M———
Bartlett & Co. Wealth Management LLC
N/A—180,324-180,324-100%$101.6M———
Cardiff Park Advisors, LLC
N/A—180,186-180,186-100%$101.5M———
Magellan Asset Management Ltd
N/A—179,071-179,071-100%$100.9M———
Haverford Trust Co
N/A—177,284-177,284-100%$99.9M———
First Manhattan Co. Llc.
N/A—175,882-175,882-100%$99.1M———
Montanova Capital, LLC
N/A—175,807-175,807-100%$99.0M———
Styrax Capital, LP
N/A—175,000-175,000-100%$98.6M———
Private Advisor Group, LLC
N/A—174,177-174,177-100%$98.1M———
River Road Asset Management, LLC
N/A—173,418-173,418-100%$97.7M———
Capital Impact Advisors, LLC
N/A—172,439-172,439-100%$97.1M———
Mizuho Securities USA LLC
N/A—171,925-171,925-100%$96.8M———
Patient Capital Management, LLC
N/A—170,790-170,790-100%$96.2M———
Scharf Investments, LLC
N/A—170,441-170,441-100%$96.0M———
Teewinot Capital Advisers, L.L.C.
N/A—170,324-170,324-100%$95.9M———
Gabelli Funds LLC
N/A—169,299-169,299-100%$95.4M———
Norinchukin Bank, The
N/A—168,224-168,224-100%$94.8M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—163,309-163,309-100%$92.0M———
Homestead Advisers Corp
N/A—158,007-158,007-100%$89.0M———
Nan Shan Life Insurance Co., Ltd.
N/A—157,555-157,555-100%$88.7M———
Headwater Capital Co Ltd
N/A—157,500-157,500-100%$88.7M———
United Capital Financial Advisors, LLC
N/A—157,362-157,362-100%$88.6M———
Advisors Asset Management, Inc.
N/A—155,324-155,324-100%$87.5M———
HM Payson & Co
N/A—155,257-155,257-100%$87.5M———
Walleye Capital LLC
N/A—154,977-154,977-100%$87.3M———
Equitable Holdings, Inc.
N/A—154,533-154,533-100%$87.0M———
Ruane, Cunniff & Goldfarb L.P.
N/A—154,291-154,291-100%$86.9M———
PBCay One RSC Ltd
N/A—153,080-153,080-100%$86.2M———
Spear Holdings RSC Ltd
N/A—153,080-153,080-100%$86.2M———
First Financial Bankshares Inc
N/A—148,035-148,035-100%$83.4M———
Mark Asset Management LP
N/A—147,077-147,077-100%$82.8M———
Strategy Capital LLC
N/A—145,255-145,255-100%$81.8M———
Jain Global LLC
N/A—143,054-143,054-100%$80.6M———
Gotham Asset Management, LLC
N/A—142,305-142,305-100%$80.2M———
Samlyn Capital, LLC
N/A—141,703-141,703-100%$79.8M———
Rdst Capital LLC
N/A—140,667-140,667-100%$79.2M———
EFG International AG
N/A—139,143-139,143-100%$78.4M———
RV Capital AG
N/A—138,997-138,997-100%$78.3M———
Capital Fund Management S.A.
N/A—138,340-138,340-100%$77.9M———
Hamilton Capital Partners Inc.
N/A—138,314-138,314-100%$77.9M———
Kentucky Retirement Systems
N/A—137,840-137,840-100%$77.6M———
CAS Investment Partners, LLC
N/A—136,246-136,246-100%$76.7M———
Trajan Wealth LLC
N/A—133,908-133,908-100%$75.4M———
Avantyr Capital Partners, LP
N/A—133,338-133,338-100%$75.1M———
Soma Equity Partners LP
N/A—133,056-133,056-100%$74.9M———
Iron Gate Global Advisors LLC
N/A—132,836-132,836-100%$74.8M———
Davis R M Inc
N/A—130,778-130,778-100%$73.7M———
Thornburg Investment Management Inc
N/A—130,466-130,466-100%$73.5M———
Peapack Gladstone Financial Corp
N/A—129,600-129,600-100%$73.0M———
Aptus Capital Advisors, LLC
N/A—129,133-129,133-100%$72.7M———
Arax Advisory Partners
N/A—127,822-127,822-100%$72.0M———
Horizon Investments, LLC
N/A—127,687-127,687-100%$71.9M———
Crake Asset Management LLP
N/A—127,000-127,000-100%$71.5M———
Tiaa Wealth Investment Management LLC
N/A—123,302-123,302-100%$69.5M———
Davidson Kempner Capital Management LP
N/A—123,000-123,000-100%$69.3M———
Vaughan Nelson Investment Management, L.P.
N/A—121,816-121,816-100%$68.6M———
South Dakota Investment Council
N/A—121,131-121,131-100%$68.2M———
Marathon Trading Investment Management LLC
N/A—121,114-121,114-100%$68.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—119,633-119,633-100%$67.4M———
UMB Bank, n.a.
N/A—119,623-119,623-100%$67.4M———
Envestnet Portfolio Solutions, Inc.
N/A—119,557-119,557-100%$67.3M———
Stratos Wealth Partners, Ltd.
N/A—118,192-118,192-100%$66.6M———
Triple Frond Partners LLC
N/A—117,628-117,628-100%$66.3M———
CapitalatWork S.A.
N/A—116,973-116,973-100%$65.9M———
Fiera Capital Corp
N/A—116,352-116,352-100%$65.5M———
Lakewood Capital Management, LP
N/A—115,985-115,985-100%$65.3M———
Insigneo Advisory Services, LLC
N/A—115,706-115,706-100%$65.2M———
Concentrum Wealth Management
N/A—115,346-115,346-100%$65.0M———
NS Partners Ltd
N/A—114,227-114,227-100%$64.3M———
MayTech Global Investments, LLC
N/A—113,252-113,252-100%$63.8M———
Orion Porfolio Solutions, LLC
N/A—112,903-112,903-100%$63.6M———
Intermede Investment Partners Ltd
N/A—111,729-111,729-100%$66.3K———
Summit Trail Advisors, LLC
N/A—111,019-111,019-100%$62.5M———
Junto Capital Management LP
N/A—110,841-110,841-100%$62.4M———
Cornerstone Advisors, LLC
N/A—110,643-110,643-100%$62.3M———
Bridgewater Associates, LP
N/A—110,083-110,083-100%$62.0M———
Aquatic Capital Management LLC
N/A—109,852-109,852-100%$61.9M———
GTS Securities LLC
N/A—109,626-109,626-100%$61.8M———
Jensen Investment Management Inc
N/A—109,456-109,456-100%$61.7M———
Hancock Whitney Corp
N/A—109,097-109,097-100%$61.5M———
Maven Securities LTD
N/A—108,680-108,680-100%$61.3M———
Marex Group Ltd
N/A—108,526-108,526-100%$61.1M———
Hancock Prospecting Pty Ltd
N/A—108,000-108,000-100%$60.8M———
Harvest Fund Management Co., Ltd
N/A—107,431-107,431-100%$60.5M———
LGT Fund Management Co Ltd.
N/A—106,543-106,543-100%$60.0M———
Summitry LLC
N/A—106,458-106,458-100%$60.0M———
Quinn Opportunity Partners LLC
N/A—105,905-105,905-100%$59.7M———
J. Stern & Co. LLP
N/A—105,733-105,733-100%$59.6M———
RBF Capital, LLC
N/A—105,000-105,000-100%$59.1M———
Tocqueville Asset Management L.P.
N/A—104,921-104,921-100%$59.1M———
Atalanta Sosnoff Capital, LLC
N/A—104,520-104,520-100%$58.9M———
Intesa Sanpaolo S.p.A.
N/A—103,996-103,996-100%$58.6M———
Carmignac Gestion
N/A—103,560-103,560-100%$58.3M———
Callahan Advisors, LLC
N/A—103,080-103,080-100%$58.1M———
Weitz Investment Management, Inc.
N/A—102,960-102,960-100%$58.0M———
Stephens Inc
N/A—102,378-102,378-100%$57.8M———
Wesleyan Assurance Society
N/A—102,085-102,085-100%$57.5M———
Whittier Trust Co of Nevada Inc
N/A—101,468-101,468-100%$62.5M———
Dnca Finance
N/A—101,100-101,100-100%$56.9M———
Aristotle Atlantic Partners, LLC
N/A—100,496-100,496-100%$56.6M———
Independent Advisor Alliance
N/A—100,396-100,396-100%$56.6M———
Rheos Capital Works Inc.
N/A—100,000-100,000-100%$56.3M———
Metis Global Partners, LLC
N/A—99,696-99,696-100%$56.2M———
BLI - Banque de Luxembourg Investments
N/A—99,505-99,505-100%$56.1M———
Lombard Odier Asset Management (Switzerland) SA
N/A—99,431-99,431-100%$56.0M———
Liontrust Investment Partners LLP
N/A—97,579-97,579-100%$55.0M———
Grace & Mercy Foundation, Inc.
N/A—97,485-97,485-100%$54.9M———
Waverly Advisors, LLC
N/A—96,092-96,092-100%$54.1M———
ST Germain D J Co Inc
N/A—94,743-94,743-100%$53.4M———
Itau Unibanco Holding S.A.
N/A—93,915-93,915-100%$52.9M———
Atlantic Union Bankshares Corp
N/A—93,803-93,803-100%$52.8M———
Castleark Management LLC
N/A—93,744-93,744-100%$52.8M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—93,642-93,642-100%$52.7M———
BNP Paribas
N/A—93,517-93,517-100%$52.7M———
ABN Amro Bank N.V.
N/A—93,382-93,382-100%$52.5M———
Canada Post Corp Registered Pension Plan
N/A—93,212-93,212-100%$52.5M———
Daiichi Life Insurance Co., Ltd.
N/A—93,104-93,104-100%$52.4M———
Insight Holdings Group, LLC
N/A—93,015-93,015-100%$52.4M———
Alberta Investment Management Corp
N/A—92,000-92,000-100%$51.8M———
Senator Investment Group LP
N/A—91,574-91,574-100%$51.6M———
Vestmark Advisory Solutions, Inc.
N/A—90,997-90,997-100%$51.3M———
OAK Associates LTD
N/A—90,960-90,960-100%$51.2M———
NorthCoast Asset Management LLC
N/A—90,691-90,691-100%$51.1M———
Allworth Financial LP
N/A—89,681-89,681-100%$50.5M———
Mmbg Investment Advisors Co.
N/A—89,563-89,563-100%$50.4M———
Wedbush Fund Advisers, LLC
N/A—89,374-89,374-100%$50.3M———
Dana Investment Advisors, Inc.
N/A—88,883-88,883-100%$50.1M———
Stony Point Capital LLC
N/A—88,516-88,516-100%$49.9M———
Callan Family Office, LLC
N/A—88,465-88,465-100%$49.8M———
Syon Capital LLC
N/A—88,105-88,105-100%$49.6M———
World Investment Advisors
N/A—87,356-87,356-100%$49.9M———
Bleakley Financial Group, LLC
N/A—86,975-86,975-100%$49.0M———
Hantz Financial Services, Inc.
N/A—86,743-86,743-100%$48.9M———
Benjamin Edwards Inc
N/A—85,857-85,857-100%$48.4M———
AG Asset Advisory, LLC
N/A—85,572-85,572-100%$48.2M———
DJE Kapital AG
N/A—84,958-84,958-100%$48.6M———
Integrated Wealth Concepts LLC
N/A—84,817-84,817-100%$47.8M———
Summit Financial, LLC
N/A—84,356-84,356-100%$47.5M———
Phoenix Financial Ltd.
N/A—83,546-83,546-100%$47.0M———
Night Owl Capital Management, LLC
N/A—83,116-83,116-100%$46.8M———
Allianz SE
N/A—82,810-82,810-100%$46.6M———
Sumitomo Mitsui Financial Group, Inc.
N/A—82,420-82,420-100%$46.4M———
Advisory Services Network, LLC
N/A—81,953-81,953-100%$46.2M———
Coldstream Capital Management Inc
N/A—81,125-81,125-100%$45.7M———
Curi Capital, LLC
N/A—80,898-80,898-100%$45.6M———
Madison Asset Management, LLC
N/A—80,663-80,663-100%$45.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—80,141-80,141-100%$45.1M———
Advisors Capital Management, LLC
N/A—80,008-80,008-100%$45.1M———
Cable Car Capital, LPA
N/A—79,400-79,400-100%$44.7M———
Cercano Management LLC
N/A—79,237-79,237-100%$44.6M———
Foundations Investment Advisors, LLC
N/A—78,786-78,786-100%$44.4M———
WIM Investment Management Ltd
N/A—78,380-78,380-100%$44.2M———
Capital Group Private Client Services, Inc.
N/A—78,004-78,004-100%$43.9M———
Torque Asset Management LLC
N/A—77,819-77,819-100%$43.8M———
Logan Capital Management Inc
N/A—77,730-77,730-100%$43.8M———
Schwerin Boyle Capital Management Inc
N/A—77,214-77,214-100%$43.5M———
Freestone Capital Holdings, LLC
N/A—77,047-77,047-100%$43.4M———
Empirical Finance, LLC
N/A—77,020-77,020-100%$43.4M———
Capital Wealth Planning, LLC
N/A—76,940-76,940-100%$43.3M———
Flputnam Investment Management Co
N/A—76,833-76,833-100%$43.3M———
Aureus Asset Management, LLC
N/A—76,690-76,690-100%$43.2M———
Dixon Mitchell Investment Counsel Inc.
N/A—76,662-76,662-100%$43.2M———
Wedgewood Partners Inc
N/A—76,471-76,471-100%$43.1M———
Principal Securities, Inc.
N/A—76,424-76,424-100%$43.0M———
ThornTree Capital Partners LP
N/A—76,272-76,272-100%$43.0M———
KR Capital LP
N/A—75,619-75,619-100%$42.6M———
Silicon Valley Capital Partners
N/A—74,799-74,799-100%$42.1M———
Systematic Alpha Investments, LLC
N/A—73,470-73,470-100%$41.4M———
McMillan Office, Inc.
N/A—73,313-73,313-100%$41.3M———
Osmosis Investment Management UK Ltd
N/A—72,965-72,965-100%$41.1M———
Diversified Trust Co
N/A—72,894-72,894-100%$41.1M———
Martingale Asset Management L P
N/A—72,879-72,879-100%$41.1M———
Centiva Capital, LP
N/A—72,203-72,203-100%$40.7M———
Main Street Research LLC
N/A—72,187-72,187-100%$40.7M———
Pinnacle Financial Partners, Inc.
N/A—72,148-72,148-100%$40.6M———
Caprock Group, LLC
N/A—71,461-71,461-100%$40.3M———
Park West Asset Management LLC
N/A—71,000-71,000-100%$40.0M———
SIT Investment Associates Inc
N/A—70,989-70,989-100%$40.0M———
Horiko Capital Management LLC
N/A—70,636-70,636-100%$39.8M———
Northwestern Mutual Investment Management Company, LLC
N/A—70,408-70,408-100%$39.7M———
Senvest Management, LLC
N/A—70,000-70,000-100%$39.4M———
Stock Yards Bank & Trust Co
N/A—69,502-69,502-100%$39.1M———
Siemens Fonds Invest GmbH
N/A—68,822-68,822-100%$38.8M———
Global Retirement Partners, LLC
N/A—68,813-68,813-100%$38.8M———
Snowden Capital Advisors LLC
N/A—67,776-67,776-100%$38.2M———
Oversea-Chinese Banking Corp Ltd
N/A—66,736-66,736-100%$37.5M———
Vestcor Inc
N/A—66,589-66,589-100%$37.5M———
Mufg Securities Americas Inc.
N/A—66,142-66,142-100%$37.3M———
Westwood Holdings Group Inc
N/A—65,005-65,005-100%$36.6M———
Gavilan Investment Partners LLC
N/A—64,500-64,500-100%$36.3M———
Columbus Hill Capital Management, L.P.
N/A—64,416-64,416-100%$36.3M———
Ossiam
N/A—63,661-63,661-100%$35.9M———
Dock Street Asset Management Inc
N/A—63,448-63,448-100%$35.7M———
E Fund Management Co., Ltd.
N/A—63,383-63,383-100%$35.7M———
Parus Finance (UK) Ltd
N/A—63,267-63,267-100%$35.6M———
Dakota Wealth Management
N/A—63,246-63,246-100%$35.6M———
Baader Bank Aktiengesellschaft
N/A—63,143-63,143-100%$35.6M———
RWA Wealth Partners, LLC
N/A—62,978-62,978-100%$35.5M———
Adapt Investment Managers SA
N/A—62,964-62,964-100%$35.5M———
Meeder Asset Management Inc
N/A—62,676-62,676-100%$35.3M———
Argent Trust Co
N/A—62,622-62,622-100%$35.3M———
Capital Group Investment Management Pte. Ltd.
N/A—62,280-62,280-100%$35.1M———
Verition Fund Management LLC
N/A—61,775-61,775-100%$34.8M———
Baltimore-Washington Financial Advisors, Inc.
N/A—61,745-61,745-100%$34.8M———
Spartan Wealth Advisory Services LLC
N/A—61,385-61,385-100%$34.6M———
Ameritas Investment Partners, Inc.
N/A—60,939-60,939-100%$34.3M———
Bragg Financial Advisors, Inc
N/A—60,686-60,686-100%$34.2M———
Dash Acquisitions Inc.
N/A—60,652-60,652-100%$35.1M———
Miller Investment Management, LP
N/A—59,978-59,978-100%$33.8M———
Edmond de Rothschild Holding S.A.
N/A—58,930-58,930-100%$33.2M———
Meridiem Capital Partners LP
N/A—58,846-58,846-100%$33.1M———
WCG Wealth Advisors LLC
N/A—57,689-57,689-100%$32.5M———
Voloridge Investment Management, LLC
N/A—57,489-57,489-100%$32.4M———
Heron Bay Capital Management
N/A—57,416-57,416-100%$32.3M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—57,201-57,201-100%$32.2M———
Stonebridge Capital Advisors LLC
N/A—57,109-57,109-100%$32.2M———
Atmos Capital Gestao de Recursos Ltda.
N/A—57,015-57,015-100%$32.1M———
Sora Investors LLC
N/A—56,290-56,290-100%$31.7M———
Ballentine Partners, LLC
N/A—56,286-56,286-100%$31.7M———
CastleKnight Management LP
N/A—56,000-56,000-100%$31.5M———
Composition Wealth, LLC
N/A—55,811-55,811-100%$31.4M———
Arkadios Wealth Advisors
N/A—55,656-55,656-100%$31.4M———
Johnson Investment Counsel Inc
N/A—55,525-55,525-100%$31.3M———
F/m Investments LLC
N/A—55,428-55,428-100%$31.2M———
Guardian Capital LP
N/A—55,165-55,165-100%$31.1M———
PAR Capital Management Inc
N/A—54,983-54,983-100%$31.0M———
Mutual Advisors, LLC
N/A—54,791-54,791-100%$30.9M———
Knollwood Investment Advisory, LLC
N/A—54,773-54,773-100%$30.9M———
Bridgeway Capital Management, LLC
N/A—54,156-54,156-100%$30.5M———
Renaissance Group LLC
N/A—54,086-54,086-100%$30.5M———
Cumberland Partners Ltd
N/A—52,806-52,806-100%$29.7M———
Wahed Invest LLC
N/A—52,313-52,313-100%$29.5M———
DF Dent & Co Inc
N/A—51,944-51,944-100%$29.3M———
Gamco Investors, Inc. ET AL
N/A—51,291-51,291-100%$28.9M———
DV Trading LLC
N/A—51,103-51,103-100%$28.7M———
a16z Perennial Management, L.P.
N/A—51,051-51,051-100%$28.8M———
BTC Capital Management, Inc.
N/A—50,696-50,696-100%$28.6M———
Meeder Advisory Services, Inc.
N/A—50,356-50,356-100%$28.4M———
National Philanthropic Trust
N/A—50,330-50,330-100%$28.4M———
Graham Capital Management, L.P.
N/A—50,076-50,076-100%$28.2M———
3G Capital Partners LP
N/A—50,000-50,000-100%$28.2M———
One Capital Management, LLC
N/A—49,515-49,515-100%$28.3M———
Arrowstreet Capital, Limited Partnership
N/A—49,497-49,497-100%$27.9M———
Hamilton Capital Partners, LLC
N/A—49,379-49,379-100%$27.8M———
MAR Vista Investment Partners LLC
N/A—49,223-49,223-100%$27.7M———
Ironvine Capital Partners, LLC
N/A—49,129-49,129-100%$27.7M———
Ostrum Asset Management
N/A—49,120-49,120-100%$27.7M———
Great Valley Advisor Group, Inc.
N/A—49,015-49,015-100%$27.6M———
First Long Island Investors, LLC
N/A—48,898-48,898-100%$27.5M———
Claret Asset Management Corp
N/A—48,240-48,240-100%$27.2M———
Westpac Banking Corp
N/A—48,156-48,156-100%$27.1M———
Hexagon Capital Partners LLC
N/A—48,138-48,138-100%$27.1M———
First National Bank of Omaha
N/A—47,503-47,503-100%$26.7M———
CreativeOne Wealth, LLC
N/A—47,158-47,158-100%$26.6M———
Purpose Unlimited Inc.
N/A—46,937-46,937-100%$26.4M———
Chilton Investment Co Inc.
N/A—46,247-46,247-100%$26.1M———
Aspen Grove Capital, LLC
N/A—46,008-46,008-100%$25.9M———
Leith Wheeler Investment Counsel Ltd.
N/A—45,882-45,882-100%$25.8M———
Krane Funds Advisors LLC
N/A—45,508-45,508-100%$25.6M———
Strategic Wealth Partners, Ltd.
N/A—45,403-45,403-100%$25.6M———
PFG Investments, LLC
N/A—45,388-45,388-100%$25.6M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—45,387-45,387-100%$25.6M———
Thomasville National Bank
N/A—45,384-45,384-100%$25.6M———
Wealthspire Advisors, LLC
N/A—44,939-44,939-100%$25.3M———
Parkwood LLC
N/A—44,922-44,922-100%$25.3M———
Selkirk Management LLC
N/A—44,750-44,750-100%$25.2M———
IHT Wealth Management, LLC
N/A—44,683-44,683-100%$25.2M———
Ingalls & Snyder LLC
N/A—44,630-44,630-100%$25.1M———
Sumitomo Life Insurance Co
N/A—44,583-44,583-100%$25.1M———
Banque Cantonale Vaudoise
N/A—44,539-44,539-100%$25.1M———
Kemnay Advisory Services Inc.
N/A—44,425-44,425-100%$25.0M———
17 Capital Partners, LLC
N/A—44,106-44,106-100%$24.8M———
Cheviot Value Management, LLC
N/A—43,818-43,818-100%$24.7M———
Kingsview Wealth Management, LLC
N/A—43,708-43,708-100%$24.6M———
Private Advisory Group LLC
N/A—43,652-43,652-100%$24.6M———
Brevan Howard Capital Management LP
N/A—43,649-43,649-100%$24.6M———
Meiji Yasuda Asset Management Co Ltd.
N/A—43,628-43,628-100%$24.6M———
Crawford Investment Counsel Inc
N/A—43,570-43,570-100%$24.5M———
Comgest Global Investors S.A.S.
N/A—43,053-43,053-100%$24.3M———
Mizuho Markets Americas LLC
N/A—42,631-42,631-100%$24.0M———
Choate Investment Advisors
N/A—42,598-42,598-100%$24.0M———
Crow's Nest Holdings LP
N/A—42,250-42,250-100%$23.8M———
Alta Park Capital, LP
N/A—42,230-42,230-100%$23.8M———
Fi3 Financial Advisors, LLC
N/A—42,015-42,015-100%$568.5K———
Howe & Rusling Inc
N/A—42,008-42,008-100%$23.7M———
Ally Financial Inc.
N/A—42,000-42,000-100%$23.7M———
Klingenstein Fields & Co LP
N/A—41,942-41,942-100%$23.6M———
Stanley Capital Management, LLC
N/A—41,900-41,900-100%$23.6M———
Titan Global Capital Management USA LLC
N/A—41,818-41,818-100%$23.6M———
Stratos Wealth Advisors, LLC
N/A—41,772-41,772-100%$23.5M———
Parallax Volatility Advisers, L.P.
N/A—41,691-41,691-100%$23.5M———
Lowe Brockenbrough & Co Inc
N/A—41,480-41,480-100%$23.4M———
CCM Investment Advisers LLC
N/A—41,282-41,282-100%$23.3M———
Brilliance Asset Management LTD
N/A—41,137-41,137-100%$23.2M———
Roundview Capital LLC
N/A—40,731-40,731-100%$22.9M———
Zuckerman Investment Group, LLC
N/A—40,711-40,711-100%$22.9M———
LMR Partners LLP
N/A—40,586-40,586-100%$22.9M———
Belpointe Asset Management LLC
N/A—40,520-40,520-100%$22.8M———
Managed Asset Portfolios, LLC
N/A—40,457-40,457-100%$22.8M———
Ogborne Capital Management, LLC
N/A—40,000-40,000-100%$22.5M———
KCM Capital Inc
N/A—40,000-40,000-100%$22.5M———
Westerkirk Capital Inc.
N/A—39,815-39,815-100%$22.4M———
XTX Topco Ltd
N/A—39,811-39,811-100%$22.4M———
JAG Capital Management, LLC
N/A—39,742-39,742-100%$22.4M———
Unison Asset Management LLC
N/A—39,366-39,366-100%$22.2M———
MidFirst Bank
N/A—39,356-39,356-100%$22.2M———
Pine Valley Investments Ltd Liability Co
N/A—39,322-39,322-100%$22.1M———
Incline Global Management LLC
N/A—39,210-39,210-100%$22.1M———
Cooper Creek Partners Management LLC
N/A—38,972-38,972-100%$22.0M———
German American Bancorp, Inc.
N/A—38,717-38,717-100%$21.8M———
Fiduciary Trust Co
N/A—38,654-38,654-100%$21.8M———
Trans-Canada Capital Inc.
N/A—38,306-38,306-100%$21.6M———
Azimuth Capital Investment Management LLC
N/A—38,210-38,210-100%$21.5M———
Ithaka Group LLC
N/A—38,166-38,166-100%$21.5M———
ExodusPoint Capital Management, LP
N/A—38,087-38,087-100%$21.5M———
Morningstar Investment Management LLC
N/A—37,736-37,736-100%$21.6M———
Nicola Wealth Management Ltd.
N/A—37,700-37,700-100%$21.2M———
Picton Mahoney Asset Management
N/A—37,656-37,656-100%$21.2M———
Centaurus Financial, Inc.
N/A—37,429-37,429-100%$21.1M———
Cozad Asset Management Inc
N/A—37,422-37,422-100%$21.1M———
Moors & Cabot, Inc.
N/A—37,416-37,416-100%$21.1M———
Moneta Group Investment Advisors LLC
N/A—37,221-37,221-100%$21.0M———
Greenwich Wealth Management LLC
N/A—36,688-36,688-100%$20.7M———
Fidelity National Financial, Inc.
N/A—36,500-36,500-100%$20.6M———
Bradley Foster & Sargent Inc
N/A—35,976-35,976-100%$20.3M———
Tower Research Capital LLC (TRC)
N/A—35,591-35,591-100%$20.0M———
Smartleaf Asset Management LLC
N/A—35,127-35,127-100%$19.8M———
LRI Investments, LLC
N/A—34,945-34,945-100%$4.7M———
Keystone Financial Group
N/A—34,432-34,432-100%$19.4M———
Gladstone Institutional Advisory LLC
N/A—34,262-34,262-100%$19.3M———
Focus Partners Advisor Solutions, LLC
N/A—33,983-33,983-100%$19.1M———
Francis Financial, Inc.
N/A—33,904-33,904-100%$19.1M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—33,877-33,877-100%$19.1M———
Schnieders Capital Management, Llc.
N/A—33,761-33,761-100%$19.0M———
Sand Hill Global Advisors, LLC
N/A—33,704-33,704-100%$19.0M———
Fora Capital, LLC
N/A—33,647-33,647-100%$18.9M———
Bwcp, LP
N/A—33,526-33,526-100%$18.9M———
Rothschild Investment LLC
N/A—33,506-33,506-100%$18.9M———
MIC Capital Management UK LLP
N/A—33,300-33,300-100%$18.8M———
YCG, LLC
N/A—33,191-33,191-100%$18.7M———
Emerald Investment Advisers, LLC
N/A—33,124-33,124-100%$18.7M———
OneDigital Investment Advisors LLC
N/A—32,905-32,905-100%$18.5M———
CMT Capital Markets Trading GmbH
N/A—32,829-32,829-100%$18.5M———
Becker Capital Management Inc
N/A—32,755-32,755-100%$18.5M———
Amica Mutual Insurance Co
N/A—32,662-32,662-100%$18.4M———
Jaffetilchin Investment Partners, LLC
N/A—32,625-32,625-100%$18.4M———
Simmons Bank
N/A—32,612-32,612-100%$18.4M———
Saba Capital Management, L.P.A
N/A—32,275-32,275-100%$18.2M———
BFC Planning, Inc.
N/A—31,904-31,904-100%$18.0M———
Savvy Advisors, Inc.
N/A—31,841-31,841-100%$17.9M———
Connors Investor Services Inc
N/A—31,804-31,804-100%$17.9M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—31,739-31,739-100%$17.9M———
Ceredex Value Advisors LLC
N/A—31,576-31,576-100%$17.8M———
Northwest & Ethical Investments L.P.
N/A—31,518-31,518-100%$17.8M———
Lighthouse Investment Partners, LLC
N/A—31,351-31,351-100%$17.7M———
Titan Investment Solutions Ltd
N/A—31,330-31,330-100%$17.6M———
Select Equity Group, L.P.
N/A—31,322-31,322-100%$17.6M———
Cypress Funds LLC
N/A—31,320-31,320-100%$17.6M———
Axiom Investors LLC
N/A—30,981-30,981-100%$17.5M———
Howard Hughes Medical Institute
N/A—30,787-30,787-100%$17.3M———
Hillsdale Investment Management Inc.
N/A—30,715-30,715-100%$17.3M———
Venturi Wealth Management, LLC
N/A—30,353-30,353-100%$17.1M———
CIM, LLC
N/A—30,189-30,189-100%$17.0M———
Morse Asset Management, Inc
N/A—30,165-30,165-100%$17.0M———
Fidelis Capital Partners, LLC
N/A—30,143-30,143-100%$17.0M———
Torno Capital, LLC
N/A—30,000-30,000-100%$16.9M———
Telemark Asset Management, LLC
N/A—30,000-30,000-100%$16.9M———
Dorsey & Whitney Trust Co LLC
N/A—29,978-29,978-100%$16.9M———
Condor Capital Management
N/A—29,909-29,909-100%$16.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—29,866-29,866-100%$16.8M———
Contrarius Group Holdings Ltd
N/A—29,797-29,797-100%$16.8M———
SVB Wealth LLC
N/A—29,720-29,720-100%$16.7M———
Clare Market Investments LLC
N/A—29,632-29,632-100%$16.7M———
SCS Capital Management LLC
N/A—29,616-29,616-100%$16.7M———
Rosenblum Silverman Sutton S F Inc
N/A—29,575-29,575-100%$16.7M———
Osborne Partners Capital Management, LLC
N/A—29,299-29,299-100%$16.5M———
Onex Canada Asset Management Inc.
N/A—29,208-29,208-100%$16.5M———
SIH Partners, Lllp
N/A—29,185-29,185-100%$16.4M———
One Madison Group LLC
N/A—29,100-29,100-100%$16.4M———
Arvest Bank Trust Division
N/A—29,088-29,088-100%$16.4M———
Jump Financial, LLC
N/A—28,871-28,871-100%$16.3M———
First American Trust, FSB
N/A—28,838-28,838-100%$16.2M———
IQ EQ Fund Management (Ireland) Ltd
N/A—28,277-28,277-100%$15.9M———
Lafayette Investments, Inc.
N/A—28,218-28,218-100%$15.9M———
Investidor Profissional Gestao de Recursos Ltda.
N/A—28,190-28,190-100%$15.9M———
Western Wealth Management, LLC
N/A—28,182-28,182-100%$15.9M———
Loews Corp
N/A—28,000-28,000-100%$15.8M———
Nicolet Bankshares Inc
N/A—27,975-27,975-100%$16.1M———
Geneos Wealth Management Inc.
N/A—27,950-27,950-100%$15.7M———
Legend Capital Advisors LLC
N/A—27,535-27,535-100%$15.5M———
Alerus Financial NA
N/A—27,462-27,462-100%$15.5M———
Stratos Investment Management, LLC
N/A—27,390-27,390-100%$15.4M———
Pallas Capital Advisors LLC
N/A—27,316-27,316-100%$15.4M———
Trivest Advisors Ltd
N/A—27,200-27,200-100%$15.3M———
Caption Management, LLC
N/A—27,100-27,100-100%$15.3M———
Winton Group Ltd
N/A—27,048-27,048-100%$15.2M———
ProVise Management Group, LLC
N/A—26,918-26,918-100%$15.2M———
Modern Wealth Management, LLC
N/A—26,860-26,860-100%$15.1M———
Red Door Wealth Management, LLC
N/A—26,606-26,606-100%$15.0M———
Bridgewater Advisors Inc.
N/A—26,083-26,083-100%$15.4M———
SPX Gestao de Recursos Ltda
N/A—26,027-26,027-100%$14.7M———
Foster & Motley Inc
N/A—26,025-26,025-100%$14.7M———
Venator Management LLC
N/A—25,999-25,999-100%$14.6M———
Palisade Capital Management, LP
N/A—25,996-25,996-100%$14.6M———
Virtu Financial LLC
N/A—25,906-25,906-100%$14.6M———
Fortis Capital Management LLC
N/A—25,881-25,881-100%$14.6M———
Rollins Financial Advisors, LLC
N/A—25,720-25,720-100%$14.5M———
Black Cypress Capital Management, LLC
N/A—25,699-25,699-100%$14.5M———
Twin Capital Management Inc
N/A—25,371-25,371-100%$14.3M———
Novare Capital Management LLC
N/A—25,281-25,281-100%$14.2M———
Institute for Wealth Management, Llc.
N/A—25,278-25,278-100%$14.2M———
Motco
N/A—25,245-25,245-100%$14.2M———
Untitled Investments LP
N/A—25,049-25,049-100%$14.1M———
Aimz Investment Advisors, LLC
N/A—25,024-25,024-100%$14.1M———
Tenzing Global Management, LLC
N/A—25,000-25,000-100%$14.1M———
Marathon Partners Equity Management, LLC
N/A—25,000-25,000-100%$14.1M———
Kamunting Street Capital Management, L.P.
N/A—25,000-25,000-100%$14.1M———
Bluespring Wealth Management, LLC
N/A—24,983-24,983-100%$14.1M———
Osterweis Capital Management Inc
N/A—24,876-24,876-100%$14.0M———
Thoroughbred Financial Services, LLC
N/A—24,833-24,833-100%$14.0M———
Thames Capital Management LLC
N/A—24,794-24,794-100%$14.0M———
Broadleaf Partners, LLC
N/A—24,735-24,735-100%$13.9M———
Intellectus Partners, LLC
N/A—24,617-24,617-100%$13.9M———
Cornerstone Capital, Inc.
N/A—24,519-24,519-100%$13.8M———
Northstar Group, Inc.
N/A—24,457-24,457-100%$13.8M———
Annandale Capital, LLC
N/A—24,354-24,354-100%$13.7M———
King Wealth Management Group
N/A—24,284-24,284-100%$13.7M———
Ameritas Advisory Services, LLC
N/A—24,188-24,188-100%$13.6M———
Icici Prudential Asset Management Co Ltd
N/A—24,139-24,139-100%$13.6M———
Van Hulzen Asset Management, LLC
N/A—24,046-24,046-100%$13.5M———
Covington Investment Advisors Inc.
N/A—23,911-23,911-100%$13.5M———
Triavera Capital LLC
N/A—23,608-23,608-100%$13.3M———
Cary Street Partners Financial LLC
N/A—23,553-23,553-100%$13.3M———
AMS Capital Ltda
N/A—23,485-23,485-100%$13.2M———
Engineers Gate Manager LP
N/A—23,294-23,294-100%$13.1M———
SouthState Bank Corp
N/A—23,270-23,270-100%$13.1M———
CSM Advisors, LLC
N/A—23,203-23,203-100%$13.1M———
Colonial Trust Advisors
N/A—23,134-23,134-100%$13.0M———
MSA Advisors, LLC
N/A—23,103-23,103-100%$13.0M———
Bogart Wealth, LLC
N/A—23,068-23,068-100%$13.0M———
Maytus Capital Management, LLC
N/A—23,000-23,000-100%$13.0M———
CNA Financial Corp
N/A—23,000-23,000-100%$13.0M———
Evolve Private Wealth, LLC
N/A—22,889-22,889-100%$12.9M———
Night Squared LP
N/A—22,815-22,815-100%$12.9M———
Denali Advisors LLC
N/A—22,697-22,697-100%$12.8M———
Kovack Advisors, Inc.
N/A—22,607-22,607-100%$13.3M———
GeoWealth Management, LLC
N/A—22,577-22,577-100%$12.7M———
Texas Capital Bank Wealth Management Services Inc
N/A—22,460-22,460-100%$12.7M———
Boston Family Office LLC
N/A—22,137-22,137-100%$12.5M———
Bulltick Wealth Management, LLC
N/A—22,095-22,095-100%$12.4M———
Financial Engines Advisors L.L.C.
N/A—22,066-22,066-100%$12.4M———
Zhang Financial LLC
N/A—22,042-22,042-100%$12.4M———
Whalerock Point Partners, LLC
N/A—22,018-22,018-100%$12.4M———
Soros Fund Management LLC
N/A—21,776-21,776-100%$12.3M———
Burling Wealth Partners, LLC
N/A—21,677-21,677-100%$12.2M———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—21,609-21,609-100%$12.2M———
First National Advisers, LLC
N/A—21,564-21,564-100%$12.1M———
Sphera Management Technology Funds Ltd
N/A—21,560-21,560-100%$12.1M———
Johnson Financial Group, Inc.
N/A—21,405-21,405-100%$12.1M———
GW&K Investment Management, LLC
N/A—21,350-21,350-100%$12.0M———
HBK Sorce Advisory LLC
N/A—21,340-21,340-100%$12.6M———
Clough Capital Partners L P
N/A—21,306-21,306-100%$12.0M———
KKM Financial LLC
N/A—21,303-21,303-100%$11.9M———
FAS Wealth Partners, Inc.
N/A—21,295-21,295-100%$12.0M———
L & S Advisors Inc
N/A—21,166-21,166-100%$11.9M———
Sycale Advisors (NY) LLC
N/A—21,026-21,026-100%$11.8M———
Beck Capital Management, LLC
N/A—21,005-21,005-100%$11.8M———
South Street Advisors LLC
N/A—20,921-20,921-100%$11.8M———
Blackstone Inc.
N/A—20,877-20,877-100%$11.8M———
Alphadyne Asset Management LP
N/A—20,844-20,844-100%$11.7M———
Campbell Capital Management Inc
N/A—20,800-20,800-100%$11.7M———
First Foundation Advisors
N/A—20,796-20,796-100%$11.7M———
Governors Lane LP
N/A—20,765-20,765-100%$11.7M———
KP Management LLC
N/A—20,750-20,750-100%$11.7M———
Explore Capital Management, LLC
N/A—20,700-20,700-100%$11.7M———
Ancora Advisors LLCA
N/A—20,664-20,664-100%$11.6M———
Concord Investment Counsel Inc.
N/A—20,644-20,644-100%$11.6M———
Susquehanna Portfolio Strategies, LLC
N/A—20,601-20,601-100%$11.6M———
BTG Pactual Asset Management US LLC
N/A—20,597-20,597-100%$11.6M———
Alight Capital Management LP
N/A—20,500-20,500-100%$11.5M———
JBF Capital, Inc.
N/A—20,500-20,500-100%$11.5M———
Hamilton Wealth, LLC
N/A—20,410-20,410-100%$11.5M———
Taylor Hoffman Capital Management LLC
N/A—20,349-20,349-100%$11.5M———
NorthRock Partners, LLC
N/A—20,214-20,214-100%$11.4M———
11 Capital Partners LP
N/A—20,150-20,150-100%$11.4M———
Naviter Wealth, LLC
N/A—20,131-20,131-100%$11.3M———
Meiji Yasuda Life Insurance Co
N/A—20,007-20,007-100%$11.3M———
Proem Advisors LLC
N/A—20,000-20,000-100%$11.3M———
Qtron Investments LLC
N/A—19,977-19,977-100%$11.3M———
Quest Investment Management LLC
N/A—19,915-19,915-100%$11.2M———
Family Manage LLC
N/A—19,898-19,898-100%$11.2M———
Goodman Financial Corp
N/A—19,835-19,835-100%$11.2M———
Coastal Bridge Advisors, LLC
N/A—19,816-19,816-100%$11.2M———
JT Stratford LLC
N/A—19,720-19,720-100%$11.1M———
HighPoint Advisor Group LLC
N/A—19,645-19,645-100%$11.1M———
TriCert Investment Counsel Inc.
N/A—19,639-19,639-100%$11.1M———
Anchor Investment Management, LLC
N/A—19,453-19,453-100%$11.0M———
California First Leasing Corp
N/A—19,400-19,400-100%$10.9M———
Tower Bridge Advisors
N/A—19,266-19,266-100%$10.9M———
Osprey Private Wealth LLC
N/A—19,197-19,197-100%$10.8M———
Checchi Capital Advisers, LLC
N/A—19,192-19,192-100%$10.8M———
Capital Advisors Inc
N/A—19,185-19,185-100%$10.8M———
Transcend Capital Advisors, LLC
N/A—18,932-18,932-100%$10.7M———
Fairtree Asset Management (Pty) Ltd
N/A—18,777-18,777-100%$10.6M———
McGinn Penninger Investment Management, Inc.
N/A—18,731-18,731-100%$10.6M———
Bank of Hawaii
N/A—18,665-18,665-100%$10.5M———
Decatur Capital Management, Inc.
N/A—18,592-18,592-100%$10.5M———
Donaldson Capital Management, LLC
N/A—18,526-18,526-100%$10.4M———
Trustmark Bank Trust Department
N/A—18,525-18,525-100%$10.4M———
Accent Capital Management, LLC
N/A—18,503-18,503-100%$10.4M———
STG Securities, LLC
N/A—18,348-18,348-100%$10.3M———
Polar Asset Management Partners Inc.
N/A—18,230-18,230-100%$10.3M———
Garden State Investment Advisory Services LLC
N/A—18,193-18,193-100%$10.2M———
Advisory Research Inc
N/A—18,191-18,191-100%$10.2M———
Ibex Wealth Advisors
N/A—18,169-18,169-100%$10.2M———
Rehmann Capital Advisory Group
N/A—18,094-18,094-100%$10.2M———
Harbour Investments, Inc.
N/A—18,059-18,059-100%$10.2M———
Intrust Bank NA
N/A—18,032-18,032-100%$10.2M———
Seaview Investment Managers LLC
N/A—17,979-17,979-100%$10.1M———
FourThought Financial Partners, LLC
N/A—17,942-17,942-100%$10.1M———
Marietta Investment Partners LLC
N/A—17,818-17,818-100%$10.0M———
Arete Wealth Advisors, LLC
N/A—17,687-17,687-100%$10.0M———
AMJ Financial Wealth Management
N/A—17,680-17,680-100%$10.1M———
North Star Asset Management Inc
N/A—17,559-17,559-100%$9.9M———
DCM Advisors, LLC
N/A—17,485-17,485-100%$9.8M———
RNC Capital Management LLC
N/A—17,457-17,457-100%$9.8M———
J. Goldman & Co LP
N/A—17,419-17,419-100%$9.8M———
Gardner Lewis Asset Management L P
N/A—17,377-17,377-100%$9.8M———
Advisory Alpha, LLC
N/A—17,351-17,351-100%$9.8M———
New Age Alpha Advisors, LLC
N/A—17,333-17,333-100%$9.8M———
SageGuard Financial Group, LLC
N/A—17,293-17,293-100%$9.7M———
Next Capital Management LLC
N/A—17,281-17,281-100%$9.7M———
Blackhawk Capital Partners, LLC
N/A—17,177-17,177-100%$9.7M———
K.J. Harrison & Partners Inc
N/A—17,169-17,169-100%$9.7M———
Te Ahumairangi Investment Management Ltd
N/A—17,102-17,102-100%$9.6M———
AlTi Global, Inc.
N/A—16,895-16,895-100%$9.5M———
Webster Bank, N. A.
N/A—16,787-16,787-100%$9.5M———
Twin Peaks Wealth Advisors, LLC
N/A—16,626-16,626-100%$9.4M———
Arrow Capital Management, LLC
N/A—16,488-16,488-100%$9.3M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—16,468-16,468-100%$9.3M———
Octahedron Capital Management L.P.
N/A—16,300-16,300-100%$9.2M———
Titan Wealth (CI) Ltd
N/A—16,283-16,283-100%$9.2M———
Essex Financial Services, Inc.
N/A—16,186-16,186-100%$9.1M———
Ausdal Financial Partners, Inc.
N/A—16,155-16,155-100%$9.1M———
Fiduciary Group, LLC
N/A—16,118-16,118-100%$9.1M———
Steadfast Capital Management LP
N/A—16,100-16,100-100%$9.1M———
Stansberry Asset Management, LLC
N/A—16,062-16,062-100%$9.0M———
Sone Capital Management, LLC
N/A—16,059-16,059-100%$9.0M———
RB Capital Management, LLC
N/A—15,996-15,996-100%$9.0M———
Bollard Group LLC
N/A—15,935-15,935-100%$9.0M———
Fort Sheridan Advisors LLC
N/A—15,923-15,923-100%$9.0M———
Prosperity Consulting Group, LLC
N/A—15,830-15,830-100%$8.9M———
Auxier Asset Management LLC
N/A—15,744-15,744-100%$8.9M———
LM Advisors LLC
N/A—15,715-15,715-100%$8.9M———
Frec Markets, Inc.
N/A—15,688-15,688-100%$8.8M———
Advyzon Investment Management, LLC
N/A—15,593-15,593-100%$8.8M———
Heritage Trust Co
N/A—15,583-15,583-100%$8.8M———
RiverFront Investment Group, LLC
N/A—15,544-15,544-100%$8.8M———
Entropy Technologies, LP
N/A—15,532-15,532-100%$8.7M———
Zions Bancorporation, National Association
N/A—15,510-15,510-100%$8.7M———
Robertson Opportunity Capital, LLC
N/A—15,464-15,464-100%$8.7M———
Catalyst Funds Management Pty Ltd
N/A—15,457-15,457-100%$8.7M———
IMA Advisory Services, Inc.
N/A—15,419-15,419-100%$8.7M———
Buffalo Business & Estate Services LTD
N/A—15,390-15,390-100%$8.7M———
SageView Advisory Group, LLC
N/A—15,359-15,359-100%$8.7M———
East Coast Asset Management, Llc.
N/A—15,344-15,344-100%$8.6M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—15,156-15,156-100%$8.5M———
Bcwm, LLC
N/A—15,078-15,078-100%$8.5M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—15,007-15,007-100%$8.5M———
Manchester Global Management (UK) Ltd
N/A—15,000-15,000-100%$8.4M———
Permit Capital, LLC
N/A—15,000-15,000-100%$8.4M———
Algert Global LLC
N/A—14,969-14,969-100%$8.4M———
SlateStone Wealth, LLC
N/A—14,935-14,935-100%$8.4M———
Maniro Ltd
N/A—14,928-14,928-100%$8.4M———
Legacy Trust
N/A—14,927-14,927-100%$8.4M———
Berger Financial Group, Inc
N/A—14,904-14,904-100%$8.4M———
Steamboat Capital Partners, LLC
N/A—14,828-14,828-100%$8.4M———
Stevens Capital Management LP
N/A—14,813-14,813-100%$8.3M———
Calydon Capital
N/A—14,724-14,724-100%$8.3M———
Destination Wealth Management
N/A—14,675-14,675-100%$8.3M———
NFJ Investment Group, LLC
N/A—14,539-14,539-100%$8.2M———
B & T Capital Management DBA Alpha Capital Management
N/A—14,531-14,531-100%$8.2M———
Longbow Finance SA
N/A—14,514-14,514-100%$8.2M———
American Money Management, LLC
N/A—14,510-14,510-100%$8.2M———
Cadian Capital Management, LP
N/A—14,500-14,500-100%$8.2M———
Harspring Capital Management, LLC
N/A—14,500-14,500-100%$8.2M———
Trivium Point Advisory, LLC
N/A—14,485-14,485-100%$8.2M———
Brookwood Investment Group LLC
N/A—14,484-14,484-100%$8.2M———
Point Break Capital Management, LLC
N/A—14,282-14,282-100%$8.0M———
Edgewood Management LLC
N/A—14,250-14,250-100%$8.0M———
Strategic Investment Advisors / MI
N/A—14,218-14,218-100%$8.0M———
Catalyst Financial Partners LLC
N/A—14,209-14,209-100%$8.0M———
Townsquare Capital LLC
N/A—14,130-14,130-100%$8.0M———
Brant Point Investment Management LLC
N/A—14,114-14,114-100%$8.0M———
D L Carlson Investment Group Inc
N/A—13,965-13,965-100%$7.9M———
L2 Asset Management, LLC
N/A—13,886-13,886-100%$7.8M———
English Capital Management LLC
N/A—13,857-13,857-100%$1.2M———
Transamerica Financial Advisors, LLC
N/A—13,821-13,821-100%$7.8M———
Harbor Advisors LLC
N/A—13,800-13,800-100%$7.8M———
Xcelsior Advisor Partners LLC
N/A—13,795-13,795-100%$7.8M———
Mission Creek Capital Partners, Inc.
N/A—13,776-13,776-100%$7.8M———
Peregrine Investment Management Inc
N/A—13,770-13,770-100%$7.8M———
Wealthedge Investment Advisors, LLC
N/A—13,711-13,711-100%$7.7M———
Cornerstone Advisory, LLC
N/A—13,666-13,666-100%$7.7M———
Proficio Capital Partners LLC
N/A—13,627-13,627-100%$7.7M———
Gateway Wealth Partners, LLC
N/A—13,525-13,525-100%$7.6M———
Monetary Management Group Inc
N/A—13,520-13,520-100%$7.6M———
Mattson Financial Services, LLC
N/A—13,491-13,491-100%$9.0M———
DoubleLine ETF Adviser LP
N/A—13,458-13,458-100%$7.6M———
Aventura Private Wealth, LLC
N/A—13,448-13,448-100%$7.6M———
Aviso Financial Inc.
N/A—13,370-13,370-100%$7.5M———
Ttrf Capital Ltd
N/A—13,280-13,280-100%$7.5K———
Colonial Trust Co / SC
N/A—13,191-13,191-100%$7.4M———
Ellevest, Inc.
N/A—13,182-13,182-100%$7.1M———
Segall Bryant & Hamill, LLC
N/A—13,170-13,170-100%$7.4M———
Schonfeld Strategic Advisors LLC
N/A—13,167-13,167-100%$7.4M———
Palmer Knight Co
N/A—13,153-13,153-100%$7.4M———
Agave Capital Management Ltd
N/A—13,137-13,137-100%$7.4M———
TB Capital Gestao de Recursos Ltda.
N/A—13,081-13,081-100%$7.4M———
Old Mission Capital LLC
N/A—12,935-12,935-100%$7.3M———
Fortis Capital Advisors, LLC
N/A—12,812-12,812-100%$7.2M———
Ketron Financial
N/A—12,805-12,805-100%$7.2M———
Hills Bank & Trust Co
N/A—12,657-12,657-100%$7.1M———
Timber Creek Capital Management LLC
N/A—12,656-12,656-100%$7.1M———
Eaton Financial Holdings Company, LLC
N/A—12,612-12,612-100%$7.1M———
Henson-Edgewater Management, LLC
N/A—12,590-12,590-100%$7.3M———
Sound View Wealth Advisors Group, LLC
N/A—12,536-12,536-100%$7.1M———
Douglass Winthrop Advisors, LLC
N/A—12,474-12,474-100%$7.0M———
PCM Encore, LLC
N/A—12,442-12,442-100%$7.0M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—12,400-12,400-100%$7.0M———
Owl Creek Asset Management, L.P.
N/A—12,248-12,248-100%$6.9M———
Nwam LLC
N/A—12,235-12,235-100%$6.9M———
Dumac, Inc.
N/A—12,180-12,180-100%$6.9M———
Performance Wealth Partners, LLC
N/A—12,137-12,137-100%$6.8M———
U S Wealth Group, Llc.
N/A—12,076-12,076-100%$6.8M———
SOA Wealth Advisors, Llc.
N/A—12,073-12,073-100%$2.2M———
Cunning Capital Partners, LP
N/A—12,036-12,036-100%$6.8M———
Perennial Investment Advisors, LLC
N/A—11,935-11,935-100%$6.7M———
Carlson Capital, L.P.
N/A—11,926-11,926-100%$6.7M———
Optas, LLC
N/A—11,890-11,890-100%$6.7M———
Greenline Partners, LLC
N/A—11,874-11,874-100%$6.7M———
Quantbot Technologies LP
N/A—11,867-11,867-100%$6.7M———
Capula Management Ltd
N/A—11,853-11,853-100%$6.7M———
NWK Group, Inc.
N/A—11,819-11,819-100%$6.7M———
Scholtz & Company, LLC
N/A—11,805-11,805-100%$6.6M———
Sound Capital Solutions LLC
N/A—11,787-11,787-100%$6.6M———
Wealth Alliance, LLC
N/A—11,722-11,722-100%$6.6M———
Alcosta Capital Management, Inc.
N/A—11,651-11,651-100%$6.6M———
Partners Value Investments L.P.
N/A—11,619-11,619-100%$6.5M———
Pure Financial Advisors, LLC
N/A—11,565-11,565-100%$6.5M———
Circle Wealth Management, LLC
N/A—11,550-11,550-100%$6.5M———
Marco Investment Management LLC
N/A—11,547-11,547-100%$6.5M———
Mirabella Financial Services LLP
N/A—11,546-11,546-100%$6.5M———
Proactive Wealth Strategies LLC
N/A—11,533-11,533-100%$6.5M———
Leavell Investment Management, Inc.
N/A—11,463-11,463-100%$6.5M———
Pettyjohn, Wood & White, Inc
N/A—11,435-11,435-100%$6.4M———
Bantamac Capital, LLC
N/A—11,400-11,400-100%$6.4M———
Dynasty Wealth Management, LLC
N/A—11,376-11,376-100%$6.4M———
Boothbay Fund Management, LLC
N/A—11,272-11,272-100%$6.3M———
Aft, Forsyth & Sober, LLC
N/A—11,250-11,250-100%$6.4M———
Genesis Financial Group, LLC
N/A—11,202-11,202-100%$6.3M———
Sompo Asset Management Co., Ltd.
N/A—11,162-11,162-100%$6.3M———
Legacy Financial Advisors, Inc.
N/A—11,098-11,098-100%$6.3M———
X-Square Capital, LLC
N/A—11,098-11,098-100%$6.3M———
Monograph Wealth Advisors, LLC
N/A—11,077-11,077-100%$6.2M———
Daybright Advisory Services, Inc.
N/A—11,012-11,012-100%$6.1M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—10,994-10,994-100%$6.2M———
Ceeto Capital Group, LLC
N/A—10,881-10,881-100%$6.1M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—10,881-10,881-100%$6.1M———
Keel Point, LLC
N/A—10,791-10,791-100%$6.1M———
Tradewinds, Llc.
N/A—10,785-10,785-100%$1.3M———
Shay Capital LLC
N/A—10,750-10,750-100%$6.1M———
Haverford Financial Services, Inc.
N/A—10,747-10,747-100%$6.1M———
Sierra Capital LLC
N/A—10,720-10,720-100%$6.0M———
Infusive Asset Management Inc.
N/A—10,707-10,707-100%$6.0M———
WealthShield Partners, LLC
N/A—10,631-10,631-100%$6.0M———
Jasper Ridge Partners, L.P.
N/A—10,610-10,610-100%$6.0M———
TLS Advisors LLC
N/A—10,589-10,589-100%$6.0M———
Longitude (Cayman) Ltd.
N/A—10,500-10,500-100%$5.9M———
IFG Advisory, LLC
N/A—10,438-10,438-100%$5.9M———
Cloverfields Capital Group, LP
N/A—10,347-10,347-100%$5.8M———
One Wealth Advisors, LLC
N/A—10,300-10,300-100%$5.8M———
Waterloo Capital, L.P.
N/A—10,293-10,293-100%$5.8M———
Sfmg, LLC
N/A—10,244-10,244-100%$5.8M———
Pine Ridge Advisers LLC
N/A—10,235-10,235-100%$5.8M———
Consolidated Portfolio Review Corp
N/A—10,235-10,235-100%$5.8M———
Evergreen Wealth Management, LLC
N/A—10,204-10,204-100%$5.7M———
Portolan Capital Management, LLC
N/A—10,155-10,155-100%$5.7M———
Blue Edge Capital, LLC
N/A—10,118-10,118-100%$5.7M———
Bay Rivers Group
N/A—10,096-10,096-100%$5.7M———
Cape COD Five Cents Savings Bank
N/A—10,026-10,026-100%$5.6M———
Klcm Advisors, Inc.
N/A—10,025-10,025-100%$5.6M———
Keebeck Wealth Management
N/A—9,981-9,981-100%$5.6M———
Copos Capital B.V.
N/A—9,880-9,880-100%$5.6M———
Drive Wealth Management, LLC
N/A—9,869-9,869-100%$5.6M———
Money Concepts Capital Corp
N/A—9,835-9,835-100%$5.5M———
Cannell & Spears LLC
N/A—9,812-9,812-100%$5.5M———
Farley Capital L.P.
N/A—9,753-9,753-100%$5.5M———
Kirtland Hills Capital Management, LLC
N/A—9,732-9,732-100%$5.5M———
Menard Financial Group LLC
N/A—9,685-9,685-100%$5.5M———
TFR Capital, Llc.
N/A—9,665-9,665-100%$5.4M———
Pangea Capital Gestao de Recursos Ltda.
N/A—9,600-9,600-100%$5.4M———
Capital Analysts, LLC
N/A—9,576-9,576-100%$5.4M———
Meridian Management Co
N/A—9,520-9,520-100%$5.4M———
SIG Brokerage, LP
N/A—9,501-9,501-100%$5.4M———
Wilmar Advisors LLC
N/A—9,500-9,500-100%$5.4M———
Beaton Management Co. Inc.
N/A—9,462-9,462-100%$5.3M———
Meridian Wealth Advisors, LLC
N/A—9,433-9,433-100%$5.3M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—9,424-9,424-100%$5.3M———
Icon Wealth Advisors, LLC
N/A—9,393-9,393-100%$5.3M———
Hodges Capital Management Inc.
N/A—9,359-9,359-100%$5.3M———
Black Swift Group, LLC
N/A—9,345-9,345-100%$5.3M———
Horizon Investment Services, LLC
N/A—9,306-9,306-100%$5.2M———
Smith, Moore & Co.
N/A—9,304-9,304-100%$5.2M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—9,303-9,303-100%$5.2M———
Hilltop Holdings Inc.
N/A—9,268-9,268-100%$5.2M———
RiverPark Advisors, LLC
N/A—9,265-9,265-100%$5.2M———
Westbourne Investments, Inc.
N/A—9,250-9,250-100%$5.2M———
Canal Capital Management, LLC
N/A—9,241-9,241-100%$5.2M———
Harvey Capital Management Inc
N/A—9,200-9,200-100%$5.2M———
Sivia Capital Partners, LLC
N/A—9,178-9,178-100%$5.2M———
Forum Finance Group S.A.
N/A—9,168-9,168-100%$4.2K———
Benchmark Investment Advisors LLC
N/A—9,110-9,110-100%$5.1M———
Strategic Global Advisors, LLC
N/A—9,105-9,105-100%$5.1M———
Navellier & Associates Inc
N/A—9,105-9,105-100%$5.1M———
MWA Asset Management
N/A—9,104-9,104-100%$5.1M———
Liberty One Investment Management, LLC
N/A—9,100-9,100-100%$5.1M———
FFT Wealth Management LLC
N/A—8,975-8,975-100%$5.1M———
Tsai Capital Corp
N/A—8,914-8,914-100%$5.0M———
Byrne Financial Freedom, LLC
N/A—8,886-8,886-100%$5.0M———
Mayport, LLC
N/A—8,882-8,882-100%$5.0M———
Vision Retirement, LLC
N/A—8,869-8,869-100%$5.0M———
Cascade Financial Partners, LLC
N/A—8,836-8,836-100%$5.0M———
American Trust Investment Advisors, LLC
N/A—8,833-8,833-100%$5.0M———
LOM Asset Management Ltd
N/A—8,805-8,805-100%$5.0M———
Citizens & Northern Corp
N/A—8,787-8,787-100%$4.9M———
Intrinsic Value Partners, LLC
N/A—8,762-8,762-100%$4.9M———
Stelac Advisory Services LLC
N/A—8,746-8,746-100%$4.9M———
Ravenswood Partners LP
N/A—8,712-8,712-100%$4.9M———
Wellspring Financial Advisors, LLC
N/A—8,628-8,628-100%$4.9M———
Peak Retirement Planning, Inc.
N/A—8,587-8,587-100%$4.8M———
Banque Transatlantique SA
N/A—8,584-8,584-100%$5.1M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—8,570-8,570-100%$4.8M———
Spirepoint Private Client, LLC
N/A—8,536-8,536-100%$4.8M———
CIM Investment Management Inc
N/A—8,513-8,513-100%$4.8M———
Resurgent Financial Advisors LLC
N/A—8,458-8,458-100%$4.8M———
Quotient Wealth Partners, LLC
N/A—8,437-8,437-100%$4.8M———
Private Wealth Asset Management, LLC
N/A—8,403-8,403-100%$4.7M———
Maridea Wealth Management LLC
N/A—8,359-8,359-100%$4.7M———
Silver OAK Securities, Incorporated
N/A—8,291-8,291-100%$4.7M———
TRB Wealth Management, LLC
N/A—8,289-8,289-100%$4.7M———
Mayflower Financial Advisors, LLC
N/A—8,240-8,240-100%$4.6M———
Range Advisory, LLC
N/A—8,238-8,238-100%$4.6M———
Modus Advisors, LLC
N/A—8,183-8,183-100%$4.6M———
SWP Investment Management LLC
N/A—8,124-8,124-100%$4.6M———
Kapstone Financial Advisors LLC
N/A—8,110-8,110-100%$4.6M———
Twin Tree Management, LP
N/A—8,091-8,091-100%$4.6M———
AssuredPartners Investment Advisors, LLC
N/A—8,038-8,038-100%$4.5M———
Octavia Wealth Advisors, LLC
N/A—8,035-8,035-100%$4.5M———
Ethos Financial Group, LLC
N/A—7,982-7,982-100%$4.6M———
United Bank
N/A—7,942-7,942-100%$4.5M———
Fukoku Mutual Life Insurance Co
N/A—7,911-7,911-100%$4.5M———
Easterly Investment Partners LLC
N/A—7,900-7,900-100%$4.4M———
First Dallas Securities Inc.
N/A—7,893-7,893-100%$4.4M———
Garrison Point Advisors, LLC
N/A—7,879-7,879-100%$4.4M———
MainStreet Investment Advisors LLC
N/A—7,865-7,865-100%$4.4M———
SGL Investment Advisors, Inc.
N/A—7,860-7,860-100%$4.7M———
Hilltop Partners LLC
N/A—7,843-7,843-100%$4.4M———
Navalign, LLC
N/A—7,842-7,842-100%$4.4M———
Capital & Planning, LLC
N/A—7,766-7,766-100%$4.4M———
Vickerman Investment Advisors, Inc.
N/A—7,764-7,764-100%$4.4M———
CFO4Life Group, LLC
N/A—7,758-7,758-100%$4.4M———
Encore Global Management, LP
N/A—7,750-7,750-100%$4.4M———
Kesler, Norman & Wride, LLC
N/A—7,718-7,718-100%$4.3M———
Connable Office Inc
N/A—7,717-7,717-100%$4.3M———
M1 Capital Management LLC
N/A—7,711-7,711-100%$4.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—7,693-7,693-100%$4.3M———
Next Century Growth Investors LLC
N/A—7,653-7,653-100%$4.3M———
Valmark Advisers, Inc.
N/A—7,651-7,651-100%$4.3M———
Alaethes Wealth, LLC
N/A—7,626-7,626-100%$4.3M———
Carroll Investors, Inc
N/A—7,614-7,614-100%$4.3M———
Sargent Investment Group, LLC
N/A—7,609-7,609-100%$4.3M———
Voya Financial Advisors, Inc.
N/A—7,606-7,606-100%$4.3M———
Heartland Bank & Trust Co
N/A—7,603-7,603-100%$4.3M———
Charter Research & Investment Group, Inc.
N/A—7,586-7,586-100%$4.3M———
FLC Capital Advisors
N/A—7,579-7,579-100%$4.3M———
Crux Wealth Advisors
N/A—7,557-7,557-100%$4.3M———
Quent Capital, LLC
N/A—7,550-7,550-100%$4.3M———
MJP Associates Inc
N/A—7,549-7,549-100%$4.3M———
DRW Securities, LLC
N/A—7,537-7,537-100%$4.2M———
SHP Wealth Management
N/A—7,536-7,536-100%$4.2M———
Storgate, LLC
N/A—7,532-7,532-100%$4.2M———
IKE Capital, LLC
N/A—7,532-7,532-100%$4.2M———
SSA Swiss Advisors AG
N/A—7,525-7,525-100%$4.3M———
Strategies Wealth Advisors, LLC
N/A—7,524-7,524-100%$4.2M———
Core Alternative Capital
N/A—7,504-7,504-100%$4.2M———
Elwood Capital Partners LP
N/A—7,500-7,500-100%$4.2M———
Flow Traders U.S. LLC
N/A—7,466-7,466-100%$4.2M———
Ironwood Investment Counsel, LLC
N/A—7,425-7,425-100%$4.2M———
Winch Advisory Services, LLC
N/A—7,386-7,386-100%$4.2M———
Field & Main Bank
N/A—7,361-7,361-100%$4.1M———
Everpar Advisors LLC
N/A—7,329-7,329-100%$4.1M———
Galilei Investment Office LLP
N/A—7,328-7,328-100%$4.1M———
Acorns Advisers, LLC
N/A—7,321-7,321-100%$4.1M———
Optiver Holding B.V.
N/A—7,320-7,320-100%$4.1M———
Jupiter Wealth Management LLC
N/A—7,295-7,295-100%$4.1M———
Redwood Investment Management, LLC
N/A—7,266-7,266-100%$4.1M———
CVA Family Office, LLC
N/A—7,203-7,203-100%$4.1M———
Strive Financial Group,LLC
N/A—7,196-7,196-100%$4.1M———
Continuum Advisory, LLC
N/A—7,190-7,190-100%$4.0M———
Invictus Private Wealth, LLC
N/A—7,187-7,187-100%$4.0M———
Partners Capital Investment Group, LLP
N/A—7,149-7,149-100%$4.0M———
Conway Capital Management, Inc.
N/A—7,124-7,124-100%$4.0M———
Vienna Asset Management LLC
N/A—7,094-7,094-100%$4.0M———
FSB Premier Wealth Management, Inc.
N/A—7,072-7,072-100%$4.0M———
Vega Investment Solutions
N/A—7,028-7,028-100%$4.0M———
Invst, LLC
N/A—6,994-6,994-100%$3.9M———
Reyl & Cie S.A.
N/A—6,960-6,960-100%$4.0M———
Synergy Financial Group, LTD
N/A—6,960-6,960-100%$3.9M———
Trust Co of Kansas
N/A—6,957-6,957-100%$3.9M———
Courage Capital Management LLC
N/A—6,950-6,950-100%$3.9M———
1ST Source Bank
N/A—6,944-6,944-100%$3.9M———
Aster Capital Management (Difc) Ltd
N/A—6,917-6,917-100%$3.9M———
Altrafin AG
N/A—6,887-6,887-100%$3.9M———
Penserra Capital Management LLC
N/A—6,875-6,875-100%$3.9M———
Hudson Value Partners, LLC
N/A—6,829-6,829-100%$3.8M———
Brown Financial Advisors
N/A—6,828-6,828-100%$3.8M———
Alta Wealth Advisors LLC
N/A—6,818-6,818-100%$3.8M———
Financial Gravity Companies, Inc.
N/A—6,814-6,814-100%$3.8M———
Granite Harbor Advisors, Inc.
N/A—6,799-6,799-100%$3.8M———
Lbmc Investment Advisors, LLC
N/A—6,769-6,769-100%$3.8M———
Alteri Wealth LLC
N/A—6,748-6,748-100%$3.8M———
New Insight Wealth Advisors
N/A—6,737-6,737-100%$3.8M———
Granite Bay Wealth Management, LLC
N/A—6,720-6,720-100%$3.8M———
Main Street Financial Solutions, LLC
N/A—6,717-6,717-100%$3.8M———
Regal Investment Advisors LLC
N/A—6,668-6,668-100%$3.8M———
Crewe Advisors LLC
N/A—6,659-6,659-100%$3.8M———
West Family Investments, Inc.
N/A—6,654-6,654-100%$3.7M———
AlpenGlobal Capital LLC
N/A—6,640-6,640-100%$3.7M———
Bank OZK
N/A—6,606-6,606-100%$3.7M———
Prelude Capital Management, LLC
N/A—6,580-6,580-100%$3.7M———
BBR Partners, LLC
N/A—6,570-6,570-100%$3.7M———
Basecamp Wealth Advisors LLC
N/A—6,549-6,549-100%$3.7M———
Cary Street Partners Investment Advisory LLC
N/A—6,521-6,521-100%$3.7M———
Kintra Wealth, LLC
N/A—6,503-6,503-100%$3.9M———
Chokshi & Queen Wealth Advisors, Inc
N/A—6,502-6,502-100%$3.7M———
Platinum Investment Management LTD
N/A—6,500-6,500-100%$3.7M———
First Commonwealth Financial Corp
N/A—6,486-6,486-100%$3.7M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—6,468-6,468-100%$3.6M———
Havemeyer Place LP
N/A—6,463-6,463-100%$3.6M———
Sterneck Capital Management, LLC
N/A—6,457-6,457-100%$3.6M———
Oxford Wealth Group, LLC
N/A—6,445-6,445-100%$3.6M———
Mosaic Family Wealth Partners, LLC
N/A—6,443-6,443-100%$3.6M———
Rasp Wealth Solutions, LLC
N/A—6,435-6,435-100%$3.6M———
Miller Value Partners, LLC
N/A—6,412-6,412-100%$3.6M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,397-6,397-100%$3.6M———
Watershed Asset Management, L.L.C.
N/A—6,387-6,387-100%$3.6M———
Kiley Juergens Wealth Management, LLC
N/A—6,344-6,344-100%$3.6M———
EWA, LLC
N/A—6,341-6,341-100%$3.6M———
Seascape Capital Management
N/A—6,330-6,330-100%$3.6M———
Consilio Wealth Advisors, LLC
N/A—6,327-6,327-100%$3.6M———
Fairbanks Capital Management, Inc.
N/A—6,322-6,322-100%$3.6M———
Advisors Preferred, LLC
N/A—6,300-6,300-100%$3.7M———
Evercore Wealth Management, LLC
N/A—6,299-6,299-100%$3.5M———
Cambria Investment Management, L.P.
N/A—6,275-6,275-100%$3.5M———
Stoneridge Investment Partners LLC
N/A—6,267-6,267-100%$3.5K———
CNB Bank
N/A—6,212-6,212-100%$3.5M———
Whitford Management LLC
N/A—6,195-6,195-100%$3.5M———
Neo Ivy Capital Management
N/A—6,180-6,180-100%$3.5M———
SBI Okasan Asset Management Co.Ltd.
N/A—6,168-6,168-100%$3.5M———
Smithfield Trust Co
N/A—6,167-6,167-100%$3.4M———
44 Wealth Management LLC
N/A—6,158-6,158-100%$3.5M———
Cambient Family Office, LLC
N/A—6,136-6,136-100%$3.5M———
Rothschild Wealth LLC
N/A—6,122-6,122-100%$3.4M———
Strait & Sound Wealth Management LLC
N/A—6,075-6,075-100%$3.4M———
Banco de Sabadell, S.a
N/A—6,054-6,054-100%$3.4M———
Tenere Capital LLC
N/A—6,023-6,023-100%$3.4M———
Empirical Asset Management, LLC
N/A—6,013-6,013-100%$3.4M———
Icon Advisers Inc
N/A—6,000-6,000-100%$3.4M———
Cyber Hornet ETFs LLC
N/A—5,986-5,986-100%$3.4M———
Waddell & Associates, LLC
N/A—5,969-5,969-100%$3.4M———
Regal Partners Ltd
N/A—5,966-5,966-100%$3.4M———
One Wealth Management Investment & Advisory Services, LLC
N/A—5,957-5,957-100%$3.4M———
DC Investments Management, LLC
N/A—5,950-5,950-100%$3.4M———
Legacy Capital Wealth Management, LLC
N/A—5,949-5,949-100%$3.4M———
VAN DEN Berg Management I, Inc
N/A—5,918-5,918-100%$3.3M———
Magnolia Capital Advisors LLC
N/A—5,888-5,888-100%$3.3M———
Trivant Custom Portfolio Group, LLC
N/A—5,883-5,883-100%$3.3M———
Mason & Associates Inc
N/A—5,858-5,858-100%$3.3M———
Wellington Grp LLC
N/A—5,841-5,841-100%$3.3M———
Atlas Capital Advisors Inc.
N/A—5,813-5,813-100%$3.3M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—5,807-5,807-100%$3.3M———
Westmount Partners, LLC
N/A—5,794-5,794-100%$3.3M———
Astoria Portfolio Advisors Llc.
N/A—5,753-5,753-100%$3.2M———
Compass Capital Corp
N/A—5,723-5,723-100%$3.4M———
S&CO Inc
N/A—5,710-5,710-100%$3.2M———
Emissary Wealth LLC
N/A—5,697-5,697-100%$3.2M———
Fortress Private Ledger, LLC
N/A—5,666-5,666-100%$3.2M———
Drucker Wealth 3.0, LLC
N/A—5,654-5,654-100%$3.2M———
Secured Retirement Advisors, LLC
N/A—5,585-5,585-100%$3.1M———
Mokan Wealth Management Inc.
N/A—5,573-5,573-100%$3.1M———
Ionic Capital Management LLC
N/A—5,489-5,489-100%$3.1M———
Pitti Group Wealth Management, LLC
N/A—5,483-5,483-100%$3.1M———
Hardy Reed LLC
N/A—5,437-5,437-100%$3.1M———
Ramirez Asset Management, Inc.
N/A—5,431-5,431-100%$3.1M———
Hartford Funds Management Co LLC
N/A—5,412-5,412-100%$3.0M———
Union Heritage Capital, LLC
N/A—5,410-5,410-100%$3.0M———
Frisch Financial Group, Inc.
N/A—5,406-5,406-100%$3.0M———
Wrapmanager Inc
N/A—5,380-5,380-100%$3.0M———
Farringdon Capital, Ltd.
N/A—5,377-5,377-100%$3.0M———
Eschler Asset Management LLP
N/A—5,355-5,355-100%$3.0M———
Falcon Wealth Planning
N/A—5,355-5,355-100%$3.0M———
Accretive Wealth Partners, LLC
N/A—5,315-5,315-100%$3.0M———
Pinnacle West Asset Management, Inc.
N/A—5,286-5,286-100%$3.0M———
GWN Securities Inc.
N/A—5,255-5,255-100%$3.0M———
Twin City Private Wealth, LLC
N/A—5,249-5,249-100%$3.0M———
Sagewood Asset Management LP
N/A—5,245-5,245-100%$3.0M———
Vance Wealth, LLC
N/A—5,233-5,233-100%$2.9M———
Bernicke Wealth Management, Ltd.
N/A—5,225-5,225-100%$2.9M———
Papamarkou Wellner Asset Management inc.
N/A—5,205-5,205-100%$3.0M———
Orleans Capital Management Corp
N/A—5,204-5,204-100%$2.9M———
Monetta Financial Services Inc
N/A—5,200-5,200-100%$2.9M———
Jones Road Capital Management, L.P.
N/A—5,198-5,198-100%$2.9M———
CCG Wealth Management, LLC
N/A—5,172-5,172-100%$2.9M———
Palumbo Wealth Management LLC
N/A—5,151-5,151-100%$2.9M———
BSW Wealth Partners
N/A—5,130-5,130-100%$2.9M———
Stokes Family Office, LLC
N/A—5,108-5,108-100%$2.9M———
New Republic Capital, LLC
N/A—5,107-5,107-100%$2.9M———
Roberts Glore & Co Inc
N/A—5,099-5,099-100%$2.9M———
McDonough Capital Management, Inc
N/A—5,071-5,071-100%$2.9M———
Tradition Wealth Management, LLC
N/A—5,065-5,065-100%$2.9M———
Panoramic Capital, LLC
N/A—5,000-5,000-100%$2.8M———
Buckland Partners Management Co LLC
N/A—5,000-5,000-100%$2.8M———
Dimension Capital Management LLC
N/A—4,990-4,990-100%$2.8M———
Tulsa Wealth Advisors, Inc
N/A—4,988-4,988-100%$2.8M———
Park Place Capital Corp
N/A—4,982-4,982-100%$2.8M———
Infrastructure Capital Advisors, LLC
N/A—4,977-4,977-100%$2.8M———
Brendel Financial Advisors LLC
N/A—4,969-4,969-100%$2.8M———
Bluebird Wealth Management LLC
N/A—4,957-4,957-100%$2.8M———
Guardian Wealth Advisors, LLC / NC
N/A—4,956-4,956-100%$2.8M———
Coastwise Capital Group, LLC
N/A—4,956-4,956-100%$2.8M———
AXQ Capital, LP
N/A—4,945-4,945-100%$2.8M———
Blalock Williams, LLC
N/A—4,943-4,943-100%$2.8M———
Highview Capital Management LLC
N/A—4,896-4,896-100%$2.8M———
Greykasell Wealth Strategies, Inc.
N/A—4,895-4,895-100%$2.8M———
Clarendon Private LLC
N/A—4,878-4,878-100%$2.7M———
Old North State Trust, LLC
N/A—4,815-4,815-100%$2.7M———
PFC Capital Group, Inc.
N/A—4,807-4,807-100%$2.7M———
Hardman Johnston Global Advisors LLC
N/A—4,802-4,802-100%$2.7M———
Nutshell Asset Management Ltd
N/A—4,792-4,792-100%$2.7M———
Barrier Capital Management, LLC
N/A—4,782-4,782-100%$2.7M———
Mirabaud Asset Management Ltd
N/A—4,767-4,767-100%$2.7M———
Fortune Financial Advisors, LLC
N/A—4,758-4,758-100%$2.7M———
Alpine Woods Capital Investors, LLC
N/A—4,747-4,747-100%$2.7M———
Intellus Advisors LLC
N/A—4,738-4,738-100%$2.7M———
Holderness Investments Co
N/A—4,737-4,737-100%$2.7M———
BlackDiamond Wealth Management, LLC
N/A—4,724-4,724-100%$2.8M———
Chesapeake Wealth Management
N/A—4,719-4,719-100%$2.7M———
American Trust
N/A—4,698-4,698-100%$2.6M———
MRP Capital Investments, LLC
N/A—4,693-4,693-100%$2.6M———
US Asset Management LLC
N/A—4,678-4,678-100%$2.6M———
Khazanah Nasional Berhad
N/A—4,671-4,671-100%$2.6M———
White Pine Capital LLC
N/A—4,670-4,670-100%$2.6M———
Impact Partnership Wealth, LLC
N/A—4,669-4,669-100%$2.6M———
Harris Associates L P
N/A—4,655-4,655-100%$2.6M———
Keating Financial Advisory Services, Inc.
N/A—4,641-4,641-100%$2.6M———
Pitcairn Wealth Advisors LLC
N/A—4,634-4,634-100%$2.6M———
Nvest Financial, LLC
N/A—4,571-4,571-100%$2.6M———
Prestige Wealth Management Group LLC
N/A—4,568-4,568-100%$2.6M———
Allred Capital Management, LLC
N/A—4,567-4,567-100%$2.6M———
Kera Capital Partners, Inc.
N/A—4,539-4,539-100%$2.6M———
AFT, Forsyth & Company, Inc.
N/A—4,539-4,539-100%$2.6M———
Liberty Wealth Management LLC
N/A—4,537-4,537-100%$2.6M———
Permanens Capital L.P.
N/A—4,522-4,522-100%$2.5M———
Founders Financial Alliance, LLC
N/A—4,517-4,517-100%$2.5M———
Inkwell Capital LLC
N/A—4,510-4,510-100%$2.5M———
Concentric Capital Strategies, LP
N/A—4,496-4,496-100%$2.5M———
Bellwether Advisors, LLC
N/A—4,490-4,490-100%$2.5M———
Emerald Advisers, LLC
N/A—4,481-4,481-100%$2.5M———
North Dallas Bank & Trust Co
N/A—4,470-4,470-100%$2.5M———
CM Wealth Advisors LLC
N/A—4,469-4,469-100%$2.5M———
Mcguire Capital Advisors Inc
N/A—4,437-4,437-100%$2.5M———
KEB Asset Management, LLC
N/A—4,429-4,429-100%$2.5M———
Bluefin Capital Management, LLC
N/A—4,427-4,427-100%$2.5M———
Sandy Cove Advisors, LLC
N/A—4,412-4,412-100%$2.5M———
Integrated Investment Consultants, LLC
N/A—4,408-4,408-100%$2.5M———
Sharpepoint LLC
N/A—4,404-4,404-100%$2.5M———
Berkshire Asset Management LLC
N/A—4,389-4,389-100%$2.5M———
Stonebrook Private Inc.
N/A—4,367-4,367-100%$2.5M———
Atlas Legacy Advisors, LLC
N/A—4,367-4,367-100%$2.5M———
Texas Yale Capital Corp.
N/A—4,347-4,347-100%$2.4M———
Fuller & Thaler Asset Management, Inc.
N/A—4,346-4,346-100%$2.4M———
Landscape Capital Management, L.L.C.
N/A—4,337-4,337-100%$2.4M———
W1m Asset Management Ltd
N/A—4,318-4,318-100%$2.4M———
Dougherty & Associates, LLC
N/A—4,303-4,303-100%$2.4M———
Florida Financial Advisors, LLC
N/A—4,290-4,290-100%$2.4M———
Baldwin Investment Management, LLC
N/A—4,272-4,272-100%$2.4M———
PeakShares LLC
N/A—4,270-4,270-100%$2.4M———
Paces Ferry Wealth Advisors, LLC
N/A—4,257-4,257-100%$2.4M———
Opal Capital LLC
N/A—4,238-4,238-100%$2.4M———
Saiph Capital, LLC
N/A—4,228-4,228-100%$2.4M———
Richard W. Paul & Associates, LLC
N/A—4,221-4,221-100%$2.4M———
Asahi Life Asset Management Co., Ltd.
N/A—4,220-4,220-100%$2.4M———
Gilbert & Cook, Inc.
N/A—4,214-4,214-100%$2.4M———
Headlands Technologies LLC
N/A—4,204-4,204-100%$2.4M———
Apriem Advisors
N/A—4,201-4,201-100%$2.4M———
Pursue Wealth Partners LLC
N/A—4,182-4,182-100%$2.4M———
West Michigan Advisors, LLC
N/A—4,170-4,170-100%$2.3M———
Twin Lakes Capital Management, LLC
N/A—4,170-4,170-100%$2.3M———
Marshall Financial Group, LLC
N/A—4,164-4,164-100%$2.3M———
Cornerstone Select Advisors, LLC
N/A—4,140-4,140-100%$2.3M———
Goldstone Financial Group, LLC
N/A—4,127-4,127-100%$2.3M———
Quattro Advisors LLC
N/A—4,123-4,123-100%$2.3M———
Bank of Nova Scotia Trust Co
N/A—4,110-4,110-100%$2.3M———
Ashford Capital Management Inc
N/A—4,106-4,106-100%$2.3M———
Richmond Brothers, Inc.
N/A—4,091-4,091-100%$2.3M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—4,082-4,082-100%$2.3M———
JTC Employer Solutions Trustee Ltd
N/A—4,080-4,080-100%$2.3M———
Campbell & Co Investment Adviser LLC
N/A—4,043-4,043-100%$2.3M———
Forefront Wealth Partners, LLC
N/A—4,039-4,039-100%$2.3M———
Talon Private Wealth, LLC
N/A—4,008-4,008-100%$2.3M———
III Capital Management
N/A—4,000-4,000-100%$2.3M———
Infinitum Asset Management, LLC
N/A—4,000-4,000-100%$2.3M———
V2 Financial group LLC
N/A—3,981-3,981-100%$2.2M———
Boreal Capital Management LLC
N/A—3,976-3,976-100%$2.2M———
Farmers National Bank
N/A—3,976-3,976-100%$2.2M———
Oxinas Partners, LLC
N/A—3,954-3,954-100%$2.2M———
Swiss RE LTD
N/A—3,948-3,948-100%$2.2M———
Ballast Advisors LLC
N/A—3,943-3,943-100%$2.2M———
Hall Capital Management Co Inc
N/A—3,916-3,916-100%$2.2M———
Raelipskie Partnership
N/A—3,915-3,915-100%$2.2M———
Sentinel Dome Partners, LLC
N/A—3,900-3,900-100%$2.2M———
Fullerton Fund Management Co Ltd.
N/A—3,900-3,900-100%$2.2M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—3,899-3,899-100%$2.2M———
Paragon Financial Partners, Inc.
N/A—3,897-3,897-100%$2.2M———
City National Bank of Florida
N/A—3,859-3,859-100%$2.2M———
Vantus Wealth LLC
N/A—3,859-3,859-100%$2.2M———
Quantum Portfolio Management LLC
N/A—3,849-3,849-100%$2.2M———
Audent Global Asset Management, LLC
N/A—3,829-3,829-100%$2.2M———
Hollencrest Capital Management
N/A—3,828-3,828-100%$2.2M———
Argent Advisors, Inc.
N/A—3,818-3,818-100%$2.2M———
Headinvest, LLC
N/A—3,804-3,804-100%$2.1M———
River Wealth Advisors LLC
N/A—3,796-3,796-100%$2.1M———
Ameriflex Group, Inc.
N/A—3,769-3,769-100%$2.1M———
Sharp Wealth Advisory, LLC
N/A—3,764-3,764-100%$2.1M———
Cedar Wealth Management, LLC
N/A—3,763-3,763-100%$2.1M———
Bull Harbor Capital LLC
N/A—3,760-3,760-100%$2.1M———
Sciencast Management LP
N/A—3,758-3,758-100%$2.1M———
Allium Financial Advisors, LLC
N/A—3,757-3,757-100%$2.1M———
HHM Wealth Advisors, LLC
N/A—3,756-3,756-100%$2.1M———
NorthStar Asset Management LLC
N/A—3,745-3,745-100%$2.1M———
Pacific Point Advisors, LLC
N/A—3,740-3,740-100%$2.1M———
Rowlandmiller & Partners.adv
N/A—3,726-3,726-100%$2.1M———
WNY Asset Management, LLC
N/A—3,710-3,710-100%$2.1M———
Thompson David Blair
N/A—3,704-3,704-100%$2.1M———
Potentia Wealth
N/A—3,701-3,701-100%$2.1M———
Ariadne Wealth Management, LP
N/A—3,698-3,698-100%$2.1M———
Saturna Capital Corp
N/A—3,694-3,694-100%$2.1M———
Kensington Investment Counsel, LLC
N/A—3,672-3,672-100%$2.1M———
Operose Advisors LLC
N/A—3,670-3,670-100%$2.1M———
Cascades Capital Asset Management, LLC
N/A—3,670-3,670-100%$2.1M———
Qsemble Capital Management, LP
N/A—3,667-3,667-100%$2.1M———
George Kaiser Family Foundation
N/A—3,653-3,653-100%$2.1M———
AlphaGrep UK Ltd
N/A—3,652-3,652-100%$2.1M———
Matters Capital LLC
N/A—3,645-3,645-100%$2.1M———
Pingora Partners LLC
N/A—3,645-3,645-100%$2.1M———
Greenline Wealth Management LLC
N/A—3,636-3,636-100%$2.0M———
Prostatis Group LLC
N/A—3,636-3,636-100%$2.0M———
Evolutionary Tree Capital Management, LLC
N/A—3,620-3,620-100%$2.0M———
Keystone Financial Services
N/A—3,618-3,618-100%$2.0M———
Wall Street Financial Group, Inc.
N/A—3,611-3,611-100%$2.0M———
Shah Wealth Advisors, LLC
N/A—3,611-3,611-100%$2.0M———
Sun Financial Inc
N/A—3,607-3,607-100%$2.1M———
Southeast Asset Advisors, LLC
N/A—3,570-3,570-100%$2.0M———
Act Two Investors LLC
N/A—3,550-3,550-100%$2.0M———
Wescott Financial Advisory Group, LLC
N/A—3,547-3,547-100%$2.0M———
Legacy Wealth Advisors, LLC
N/A—3,534-3,534-100%$2.0M———
Generation Capital Management LLC
N/A—3,532-3,532-100%$2.0M———
Wiser Advisor Group LLC
N/A—3,520-3,520-100%$2.0M———
Tyche Wealth Partners LLC
N/A—3,516-3,516-100%$2.0M———
Truvestments Capital LLC
N/A—3,511-3,511-100%$2.0M———
First National Bank of Hutchinson
N/A—3,498-3,498-100%$2.0M———
Titiun Yejiel
N/A—3,491-3,491-100%$2.0M———
Traub Capital Management LLC
N/A—3,459-3,459-100%$1.9M———
Cofg Advisors, LLC
N/A—3,459-3,459-100%$1.9M———
Stonebridge Financial Group, LLC
N/A—3,416-3,416-100%$1.9M———
Auxano Advisors, LLC
N/A—3,398-3,398-100%$1.9M———
Advocacy Wealth Management, LLC
N/A—3,396-3,396-100%$1.9M———
Aldebaran Financial Inc.
N/A—3,362-3,362-100%$1.9M———
Affinity Investment Advisors, LLC
N/A—3,352-3,352-100%$1.9M———
Ark Wealth Advisors LLC
N/A—3,346-3,346-100%$1.9M———
Capstone Financial Advisors, Inc.
N/A—3,345-3,345-100%$1.9M———
Ritter Daniher Financial Advisory LLC / de
N/A—3,341-3,341-100%$1.9M———
Investment Advisory Group, LLC
N/A—3,330-3,330-100%$1.9M———
Odyssean, LLC
N/A—3,328-3,328-100%$1.9M———
Legato Capital Management LLC
N/A—3,327-3,327-100%$1.9M———
Argo Wealth Advisory, LLC
N/A—3,324-3,324-100%$1.9M———
Pacific SUN Financial Corp
N/A—3,324-3,324-100%$1.9M———
Topsail Wealth Management, LLC
N/A—3,318-3,318-100%$1.9M———
Swan Global Investments, LLC
N/A—3,299-3,299-100%$1.9M———
Wealthgarden F.S. LLC
N/A—3,298-3,298-100%$1.9M———
GKV Capital Management Co., Inc.
N/A—3,297-3,297-100%$1.9M———
Lifeworks Advisors, LLC
N/A—3,296-3,296-100%$1.9M———
Midwestern Financial, LLC
N/A—3,283-3,283-100%$1.8M———
Bank Hapoalim BM
N/A—3,280-3,280-100%$1.8M———
St. Nicholas Private Asset Management, Inc
N/A—3,273-3,273-100%$1.8M———
Sykon Capital LLC
N/A—3,258-3,258-100%$1.8M———
Portland Investment Counsel Inc.
N/A—3,257-3,257-100%$1.8M———
RED Reef Advisors LLC
N/A—3,233-3,233-100%$1.5M———
Walter & Keenan Wealth Management LLC
N/A—3,229-3,229-100%$1.8M———
Omnia Family Wealth, LLC
N/A—3,226-3,226-100%$1.8M———
South Plains Financial, Inc.
N/A—3,211-3,211-100%$1.8M———
Caldwell Sutter Capital, Inc.
N/A—3,189-3,189-100%$1.8M———
IFC Advisors LLC
N/A—3,181-3,181-100%$1.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,180-3,180-100%$1.8M———
Palouse Capital Management, Inc.
N/A—3,157-3,157-100%$1.8M———
Integrated Quantitative Investments LLC
N/A—3,154-3,154-100%$1.8M———
Pinnacle Wealth Management, LLC
N/A—3,147-3,147-100%$1.8M———
Counterweight Ventures, LLC
N/A—3,142-3,142-100%$1.8M———
Connective Capital Management, LLC
N/A—3,122-3,122-100%$1.8M———
Safeguard Investment Advisory Group, LLC
N/A—3,119-3,119-100%$1.8M———
Blue Chip Partners, LLC
N/A—3,106-3,106-100%$1.7M———
Sunflower Bank, N.A.
N/A—3,102-3,102-100%$1.7M———
ArchPoint Investors
N/A—3,100-3,100-100%$1.7M———
Bedel Financial Consulting, Inc.
N/A—3,097-3,097-100%$1.7M———
One Charles Private Wealth Services, LLC
N/A—3,066-3,066-100%$1.7M———
VeraBank, N.A.
N/A—3,063-3,063-100%$1.7M———
Knightsbridge Asset Management, LLC
N/A—3,042-3,042-100%$1.7M———
Future Fund LLC
N/A—3,039-3,039-100%$1.7M———
Jackson Thornton Wealth Management, LLC
N/A—3,038-3,038-100%$1.7M———
JMN Financial LLC
N/A—3,037-3,037-100%$1.7M———
Madison Wealth Partners, Inc
N/A—3,031-3,031-100%$1.7M———
Spwm Advisors LLC
N/A—3,021-3,021-100%$2.0M———
Sovereign Financial Group, Inc.
N/A—3,014-3,014-100%$1.7M———
Okabena Investment Services Inc
N/A—2,980-2,980-100%$1.7M———
Liberty Square Wealth Partners LLC
N/A—2,969-2,969-100%$1.7M———
CacheTech Inc.
N/A—2,962-2,962-100%$1.7M———
Baron Silver Stevens Financial Advisors, LLC
N/A—2,946-2,946-100%$1.7M———
Marble Wealth, LLC
N/A—2,933-2,933-100%$1.7M———
Delta Asset Management LLC
N/A—2,925-2,925-100%$1.6M———
Avanda Investment Management Pte. Ltd.
N/A—2,920-2,920-100%$1.6M———
KMT Wealth Management, LLC
N/A—2,913-2,913-100%$1.6M———
Saranac Partners Ltd
N/A—2,909-2,909-100%$1.6M———
Element Wealth, LLC
N/A—2,902-2,902-100%$1.6M———
Drake & Associates, LLC
N/A—2,881-2,881-100%$1.6M———
Viawealth, LLC
N/A—2,877-2,877-100%$1.6M———
Susquehanna Fundamental Investments, LLC
N/A—2,874-2,874-100%$1.6M———
GSA Capital Partners LLP
N/A—2,867-2,867-100%$1.6M———
Kane Investment Management, Inc.
N/A—2,863-2,863-100%$1.6M———
Fourth Dimension Wealth, LLC
N/A—2,848-2,848-100%$1.6M———
Abbot Financial Management, Inc.
N/A—2,845-2,845-100%$1.6M———
Glen Eagle Advisors, LLC
N/A—2,833-2,833-100%$1.6M———
Meadowbrook Advisors Group, LLC
N/A—2,830-2,830-100%$1.6M———
All Terrain Financial Advisors, LLC
N/A—2,829-2,829-100%$1.6M———
Cladis Investment Advisory, LLC
N/A—2,815-2,815-100%$1.6M———
Nicholas Investment Partners, LP
N/A—2,798-2,798-100%$1.6M———
Vela Investment Management, LLC
N/A—2,768-2,768-100%$1.6M———
Panoramic Investment Advisors, LLC
N/A—2,764-2,764-100%$1.6M———
Westshore Wealth, LLC
N/A—2,740-2,740-100%$1.5M———
Carl P. Sherr & Co., LLC
N/A—2,738-2,738-100%$1.5M———
American Financial Advisors, LLC
N/A—2,730-2,730-100%$1.5M———
1776 Wealth LLC
N/A—2,706-2,706-100%$1.5M———
Castle Wealth Management LLC
N/A—2,692-2,692-100%$1.5M———
Pincus Capital Management, LP
N/A—2,684-2,684-100%$1.5M———
Smart Money Group LLC
N/A—2,680-2,680-100%$1.5M———
Kavar Capital Partners Group, LLC
N/A—2,674-2,674-100%$1.5M———
Comprehensive Financial Management LLC
N/A—2,665-2,665-100%$1.5M———
Innovative Asset Advisors Group, LLC
N/A—2,661-2,661-100%$1.5M———
Virtus Investment Advisers, LLC
N/A—2,656-2,656-100%$1.5M———
Delta Accumulation, LLC
N/A—2,647-2,647-100%$1.5M———
Gould Capital, LLC
N/A—2,643-2,643-100%$1.5M———
Cvfg LLC
N/A—2,637-2,637-100%$1.5M———
Tranquilli Financial Advisor LLC
N/A—2,625-2,625-100%$1.5M———
Clifford Group, LLC
N/A—2,618-2,618-100%$1.5M———
Soros Capital Management LLC
N/A—2,615-2,615-100%$1.5M———
Adapt Wealth Advisors, LLC
N/A—2,601-2,601-100%$1.5M———
OneAscent Financial Services LLC
N/A—2,601-2,601-100%$1.5M———
Northstar Advisory Group, LLC
N/A—2,585-2,585-100%$1.5M———
Alpine Global Management, LLC
N/A—2,583-2,583-100%$1.5M———
Oxford Financial Group, Ltd. LLC
N/A—2,580-2,580-100%$1.5M———
Betterment LLC
N/A—2,578-2,578-100%$1.5M———
Wayfinding Financial, LLC
N/A—2,572-2,572-100%$1.4M———
1248 Management, LLC
N/A—2,567-2,567-100%$1.4M———
Financial Advisors Network, Inc.
N/A—2,552-2,552-100%$1.4M———
Sittner & Nelson, LLC
N/A—2,543-2,543-100%$1.4M———
Aigen Investment Management, LP
N/A—2,543-2,543-100%$1.4M———
TRU Independence Asset Management 2, LLC
N/A—2,540-2,540-100%$1.4M———
Pgim Custom Harvest LLC
N/A—2,539-2,539-100%$1.4M———
Heritage Wealth Advisors
N/A—2,534-2,534-100%$1.4M———
Patron Partners, LLC
N/A—2,533-2,533-100%$1.4M———
Beckerman Institutional, LLC
N/A—2,528-2,528-100%$1.4M———
Z3 Capital Partners, LLC
N/A—2,527-2,527-100%$1.4M———
Staley Capital Advisers Inc
N/A—2,517-2,517-100%$1.4M———
Limestone Investment Advisors LP
N/A—2,517-2,517-100%$1.4M———
LaSalle St. Investment Advisors, LLC
N/A—2,511-2,511-100%$1.4M———
Van Diest Capital, LLC
N/A—2,507-2,507-100%$1.4M———
Sequent Planning LLC
N/A—2,506-2,506-100%$1.4M———
K2 Principal Fund, L.P.
N/A—2,500-2,500-100%$1.4M———
EMC Capital Management
N/A—2,500-2,500-100%$1.6K———
Muirfield Wealth Advisors LLC
N/A—2,498-2,498-100%$1.4M———
49 Wealth Management, LLC
N/A—2,493-2,493-100%$1.4M———
Alongside, LLC
N/A—2,493-2,493-100%$1.4M———
Alesco Advisors, LLC, An ESL Co
N/A—2,478-2,478-100%$1.4M———
Asset Management Group, Inc.
N/A—2,475-2,475-100%$1.4M———
Wick Capital Partners, LLC
N/A—2,471-2,471-100%$1.4M———
Stonebridge Financial Group, LLC / MO
N/A—2,462-2,462-100%$1.4M———
Jackson Wealth Management, LLC
N/A—2,451-2,451-100%$1.4M———
Pointe Capital Management LLC
N/A—2,449-2,449-100%$1.4M———
Pennington Partners & Co., LLC
N/A—2,441-2,441-100%$1.4M———
Wharton Business Group, LLC
N/A—2,424-2,424-100%$1.4M———
Cape ANN Savings Bank
N/A—2,421-2,421-100%$1.4M———
Delta Investment Management, LLC
N/A—2,417-2,417-100%$1.4M———
MOR Wealth Management, LLC
N/A—2,412-2,412-100%$1.4M———
Allied Private Wealth LLC
N/A—2,412-2,412-100%$1.5M———
Provident Co of the Employees of the Hebrew University LTD
N/A—2,411-2,411-100%$1.4M———
Permanent Capital Management, LP
N/A—2,410-2,410-100%$1.4M———
Fox Hill Wealth Management
N/A—2,409-2,409-100%$1.4M———
Oder Investment Management, LLC
N/A—2,406-2,406-100%$1.4M———
Mainstay Capital Management LLC
N/A—2,405-2,405-100%$1.4M———
Legacy Edge Advisors, LLC
N/A—2,404-2,404-100%$1.4M———
Atlas Wealth LLC
N/A—2,400-2,400-100%$1.4M———
Laidlaw Wealth Management LLC
N/A—2,399-2,399-100%$1.4M———
Prospect Hill Management, LLC
N/A—2,380-2,380-100%$1.3M———
Vines Capital Management, LLC
N/A—2,361-2,361-100%$1.3M———
Sprucegrove Investment Management LTD
N/A—2,351-2,351-100%$1.3M———
Hansen & Associates Financial Group, Inc.
N/A—2,345-2,345-100%$1.4M———
Arbor Trust Wealth Advisors, LLC
N/A—2,343-2,343-100%$1.3M———
S Harris Financial Group, LLC
N/A—2,324-2,324-100%$1.3M———
NewSquare Capital LLC
N/A—2,317-2,317-100%$1.3M———
Ponta Wealth Partners, LLC
N/A—2,308-2,308-100%$1.3M———
Laraway Financial Advisors Inc
N/A—2,300-2,300-100%$1.3M———
Jordan Park Group LLC
N/A—2,273-2,273-100%$1.3M———
Addison Capital Co
N/A—2,241-2,241-100%$1.3M———
Seeds Investor LLC
N/A—2,231-2,231-100%$1.3M———
Advance Capital Management, Inc.
N/A—2,225-2,225-100%$1.3M———
Fielder Capital Group LLC
N/A—2,224-2,224-100%$1.3M———
FWG Holdings, LLC
N/A—2,224-2,224-100%$1.3M———
Pring Turner Capital Group Inc
N/A—2,218-2,218-100%$1.3M———
Fiducient Advisors LLC
N/A—2,215-2,215-100%$1.2M———
Chaney Capital Management, Inc.
N/A—2,214-2,214-100%$1.2M———
Estate Planners Group, LLC
N/A—2,212-2,212-100%$1.2M———
Hurricane Capital Advisors LLC
N/A—2,208-2,208-100%$1.2M———
Flatrock Wealth Partners LLC
N/A—2,207-2,207-100%$1.2M———
Calton & Associates, Inc.
N/A—2,199-2,199-100%$1.2M———
FOX RUN Management, L.L.C.
N/A—2,179-2,179-100%$1.2M———
NerdWallet Wealth Partners, LLC
N/A—2,153-2,153-100%$1.2M———
SSI Investment Management LLC
N/A—2,148-2,148-100%$1.2M———
Maripau Wealth Management LLC
N/A—2,143-2,143-100%$1.2M———
Index Technologies Group LLC
N/A—2,134-2,134-100%$1.2M———
Navis Wealth Advisors, LLC
N/A—2,124-2,124-100%$1.2M———
PAX Financial Group, LLC
N/A—2,120-2,120-100%$1.2M———
Cadence Wealth Management LLC
N/A—2,119-2,119-100%$1.2M———
Rexford Capital Inc
N/A—2,108-2,108-100%$1.2M———
Coign Capital Advisors LLC
N/A—2,106-2,106-100%$1.2M———
Barnes Wealth Management Group, Inc
N/A—2,103-2,103-100%$1.2M———
UP Strategic Wealth Investment Advisors LLC
N/A—2,085-2,085-100%$1.2M———
Gator Capital Management, LLC
N/A—2,080-2,080-100%$1.2M———
Element Squared LLC
N/A—2,064-2,064-100%$1.2M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,064-2,064-100%$1.2M———
Rice Partnership, LLC
N/A—2,061-2,061-100%$1.2M———
LeClair Wealth Partners LLC
N/A—2,057-2,057-100%$1.2M———
RiverGlades Family Offices LLC
N/A—2,054-2,054-100%$1.2M———
Caerus Investment Advisors, LLC
N/A—2,049-2,049-100%$1.2M———
Lansing Street Advisors
N/A—2,047-2,047-100%$1.2M———
Beck Mack & Oliver LLC
N/A—2,044-2,044-100%$1.2M———
Synergy Investment Management, LLC
N/A—2,041-2,041-100%$1.2M———
WJ Financial Advisors LLC
N/A—2,032-2,032-100%$1.1M———
Purkiss Capital Advisors LLC
N/A—2,028-2,028-100%$1.1M———
Spinnaker Trust
N/A—2,019-2,019-100%$1.1M———
Arcus Capital Partners, LLC
N/A—2,015-2,015-100%$1.1M———
Fiduciary Financial Advisors
N/A—2,011-2,011-100%$1.1M———
Dover Advisors, LLC
N/A—2,007-2,007-100%$1.3M———
Proffitt & Goodson Inc
N/A—2,007-2,007-100%$1.1M———
Ruggiero Investments, Inc.
N/A—2,007-2,007-100%$1.1M———
Samara Investment Management, LLC
N/A—2,005-2,005-100%$1.1M———
IVY Lane Capital Management, LLC
N/A—2,000-2,000-100%$1.1M———
Minot DeBlois Advisors LLC
N/A—1,998-1,998-100%$1.1M———
Prosperity Bancshares Inc
N/A—1,983-1,983-100%$1.1M———
Vanguard National Trust Co
N/A—1,972-1,972-100%$1.1M———
Carson Advisory Inc.
N/A—1,960-1,960-100%$1.1M———
PSI Advisors, LLC
N/A—1,956-1,956-100%$1.1M———
Everest Private Wealth
N/A—1,954-1,954-100%$1.1M———
Massar Capital Management, LP
N/A—1,948-1,948-100%$1.1M———
Summit Wealth Partners, LLC
N/A—1,941-1,941-100%$1.1M———
Parsonex Advisory Services, Inc.
N/A—1,933-1,933-100%$1.1M———
Cura Wealth Advisors, LLC
N/A—1,922-1,922-100%$1.1M———
Wealthspire Retirement, LLC
N/A—1,917-1,917-100%$1.1M———
Aberdeen Wealth Management LLC
N/A—1,905-1,905-100%$460.1K———
CSS LLC
N/A—1,905-1,905-100%$1.1M———
Maxele Advisors, LLC
N/A—1,902-1,902-100%$1.1M———
Estabrook Capital Management
N/A—1,901-1,901-100%$1.1M———
Prospect Financial Services LLC
N/A—1,900-1,900-100%$1.1M———
Trustco Bank Corp N Y
N/A—1,896-1,896-100%$1.1M———
Steigerwald, Gordon & Koch Inc.
N/A—1,892-1,892-100%$1.1M———
White Knight Strategic Wealth Advisors, LLC
N/A—1,890-1,890-100%$1.1M———
Brio Consultants, LLC
N/A—1,881-1,881-100%$1.1M———
Koss-Olinger Consulting, LLC
N/A—1,881-1,881-100%$1.1M———
Barbara Oil Co.
N/A—1,880-1,880-100%$1.2M———
Tiaa Trust, National Association
N/A—1,878-1,878-100%$1.1M———
Tandem Wealth Advisors LLC
N/A—1,869-1,869-100%$1.1M———
PCB Capital LLC
N/A—1,868-1,868-100%$1.1M———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—1,859-1,859-100%$1.0M———
Meridian Wealth Partners, LLC
N/A—1,857-1,857-100%$1.0M———
Prasad Wealth Partners, LLC
N/A—1,830-1,830-100%$1.0M———
Elite Life Management LLC
N/A—1,825-1,825-100%$1.1M———
Expressive Wealth LLC
N/A—1,817-1,817-100%$1.0M———
Altshuler Shaham Ltd
N/A—1,805-1,805-100%$1.0M———
Legacy Capital Group California, Inc.
N/A—1,804-1,804-100%$1.0M———
Shepherd Wealth Management Ltd Liability Co
N/A—1,800-1,800-100%$994.6K———
Adams Wealth Management
N/A—1,790-1,790-100%$1.0M———
Cloud Capital Management, LLC
N/A—1,788-1,788-100%$1.0M———
Rockbridge Investment Management, LCC
N/A—1,788-1,788-100%$1.0M———
Global Endowment Management, LP
N/A—1,785-1,785-100%$1.0M———
Round Rock Advisors LLC
N/A—1,783-1,783-100%$1.0M———
Northstar Financial Companies, Inc.
N/A—1,781-1,781-100%$1.0M———
Claris Advisors, LLC / MO /
N/A—1,780-1,780-100%$1.0M———
Goldstream Capital Management Ltd
N/A—1,777-1,777-100%$1.0M———
Chancellor Financial Group WB LP
N/A—1,770-1,770-100%$997.1K———
McLean Asset Management Corp
N/A—1,769-1,769-100%$984.6K———
Wealthquest Corp
N/A—1,756-1,756-100%$989.3K———
Nelson Capital Management, LLC
N/A—1,756-1,756-100%$989.1K———
Westfuller Advisors, LLC
N/A—1,755-1,755-100%$988.4K———
Tailwinds Wealth, LLC
N/A—1,754-1,754-100%$987.9K———
Red Wave Investments LLC
N/A—1,753-1,753-100%$987.4K———
Vista Capital Partners, Inc.
N/A—1,740-1,740-100%$980.1K———
AXA S.A.
N/A—1,739-1,739-100%$856.2K———
Integrity Financial Corp
N/A—1,738-1,738-100%$979.0K———
Gould Asset Management LLC
N/A—1,729-1,729-100%$973.8K———
Vista Cima Wealth Management LLC
N/A—1,726-1,726-100%$972.4K———
Fort Point Capital Partners LLC
N/A—1,725-1,725-100%$971.8K———
Cedarwood Wealth LLC
N/A—1,720-1,720-100%$968.6K———
McLaughlin Asset Management, Inc.
N/A—1,715-1,715-100%$966.0K———
Clarity Financial LLC
N/A—1,709-1,709-100%$962.8K———
Frazier Financial Advisors, LLC
N/A—1,705-1,705-100%$960.4K———
Royal Capital Wealth Management, LLC
N/A—1,701-1,701-100%$958.2K———
Moment Partners, LLC
N/A—1,698-1,698-100%$956.5K———
Pasadena Private Wealth, LLC
N/A—1,698-1,698-100%$956.3K———
FCA Corp
N/A—1,696-1,696-100%$955.5K———
Darwin Wealth Management, LLC
N/A—1,695-1,695-100%$955.2K———
Valtrion Capital Management, LLC
N/A—1,687-1,687-100%$950.5K———
Christine Messmer PC
N/A—1,684-1,684-100%$948.5K———
Rogco, LP
N/A—1,678-1,678-100%$945.2K———
One Wealth Map LLC
N/A—1,665-1,665-100%$975.0K———
Coston, McIsaac & Partners
N/A—1,662-1,662-100%$928.0K———
Wallace Advisory Group, LLC
N/A—1,659-1,659-100%$934.5K———
Aspire Growth Partners LLC
N/A—1,658-1,658-100%$933.7K———
Riverstone Advisors, LLC
N/A—1,657-1,657-100%$933.6K———
Ninepoint Partners LP
N/A—1,656-1,656-100%$932.8K———
Berkeley Capital Partners, LLC
N/A—1,656-1,656-100%$932.9K———
Wealth Management Associates, Inc.
N/A—1,649-1,649-100%$928.6K———
Dunhill Financial, LLC
N/A—1,647-1,647-100%$928.1K———
Conservest Capital Advisors, Inc.
N/A—1,644-1,644-100%$926.1K———
Roehl & Yi Investment Advisors, LLC
N/A—1,636-1,636-100%$921.5K———
United Bank
N/A—1,636-1,636-100%$921.5K———
Alpha Zero LLC
N/A—1,635-1,635-100%$1.1M———
GenTrust, LLC
N/A—1,634-1,634-100%$920.4K———
Evernest Financial Advisors, LLC
N/A—1,633-1,633-100%$919.7K———
N.E.W. Advisory Services LLC
N/A—1,626-1,626-100%$916.1K———
BOK Financial Private Wealth, Inc.
N/A—1,621-1,621-100%$913.1K———
Phillips Wealth Planners LLC
N/A—1,615-1,615-100%$994.2K———
Trevian Wealth Management LLC
N/A—1,613-1,613-100%$908.6K———
New World Advisors LLC
N/A—1,601-1,601-100%$901.8K———
Alexis Investment Partners, LLC
N/A—1,596-1,596-100%$897.9K———
Plotkin Financial Advisors, LLC
N/A—1,595-1,595-100%$898.4K———
Bouchey Financial Group, Ltd.
N/A—1,595-1,595-100%$898.5K———
Gabelli & Co Investment Advisers, Inc.
N/A—1,590-1,590-100%$895.6K———
Landing Point Financial Group, LLC
N/A—1,590-1,590-100%$895.6K———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—1,582-1,582-100%$891.1K———
Riverview Capital Advisers, LLC
N/A—1,572-1,572-100%$885.4K———
Warner Group LLC
N/A—1,569-1,569-100%$883.8K———
WMS Group LLC
N/A—1,566-1,566-100%$882.1K———
Inspire Advisors, LLC
N/A—1,550-1,550-100%$886.9K———
Alexander Labrunerie & Co., Inc.
N/A—1,548-1,548-100%$872.0K———
ODonnell Financial Services, LLC
N/A—1,546-1,546-100%$870.9K———
Satovsky Asset Management LLC
N/A—1,545-1,545-100%$870.2K———
Tobias Financial Advisors, Inc.
N/A—1,544-1,544-100%$869.6K———
Camelot Portfolios, LLC
N/A—1,532-1,532-100%$863.0K———
Planning Alternatives LTD
N/A—1,529-1,529-100%$861.3K———
TAGStone Capital, Inc.
N/A—1,527-1,527-100%$860.0K———
Wealth Advisors of Iowa, LLC
N/A—1,524-1,524-100%$858.7K———
Eaton-Cambridge Inc.
N/A—1,518-1,518-100%$855.1K———
Aspiring Ventures, LLC
N/A—1,518-1,518-100%$854.9K———
Barnes Pettey Financial Advisors, LLC
N/A—1,513-1,513-100%$852.3K———
Kilter Group LLC
N/A—1,512-1,512-100%$851.4K———
JPL Wealth Management, LLC
N/A—1,511-1,511-100%$850.9K———
Strategic Financial Services, Inc.
N/A—1,509-1,509-100%$850.0K———
Weik Capital Management
N/A—1,505-1,505-100%$847.8K———
Rangeley Capital, LLC
N/A—1,500-1,500-100%$844.9K———
Avise Financial Cooperative, Inc.
N/A—1,495-1,495-100%$842.1K———
Cogent Private Wealth, Inc.
N/A—1,494-1,494-100%$841.6K———
Holistic Financial Partners
N/A—1,493-1,493-100%$841.0K———
Clearwater Capital Advisors, LLC
N/A—1,492-1,492-100%$840.6K———
Bank of Marin
N/A—1,491-1,491-100%$839.9K———
Requisite Capital Management, LLC
N/A—1,490-1,490-100%$839.3K———
Strathmore Capital Advisors, Inc.
N/A—1,482-1,482-100%$954.1K———
Bienville Capital Management, LLC
N/A—1,474-1,474-100%$830.3K———
VestGen Investment Management
N/A—1,468-1,468-100%$826.9K———
Entelevest, LLC
N/A—1,463-1,463-100%$824.1K———
Crews Bank & Trust
N/A—1,446-1,446-100%$814.5K———
Peak Asset Management, LLC
N/A—1,445-1,445-100%$814.0K———
Magnetar Financial LLC
N/A—1,444-1,444-100%$813.4K———
Hamel Associates, Inc.
N/A—1,442-1,442-100%$810.5K———
Gallagher Fiduciary Advisors, LLC
N/A—1,441-1,441-100%$811.5K———
Custos Family Office, LLC
N/A—1,439-1,439-100%$810.7K———
Select Asset Management & Trust
N/A—1,428-1,428-100%$804.0K———
Keyvantage Wealth, LLC
N/A—1,421-1,421-100%$800.4K———
Elm Partners Management LLC
N/A—1,420-1,420-100%$800.0K———
Gentry Private Wealth, LLC
N/A—1,419-1,419-100%$799.3K———
Independent Family Office, LLC
N/A—1,410-1,410-100%$794.2K———
Rothschild Capital Partners, LLC
N/A—1,402-1,402-100%$789.7K———
Second Line Capital, LLC
N/A—1,397-1,397-100%$786.9K———
BlueCrest Capital Management Ltd
N/A—1,396-1,396-100%$786.4K———
Arrowroot Family Office, LLC
N/A—1,394-1,394-100%$785.4K———
Precision Wealth Strategies, LLC
N/A—1,391-1,391-100%$783.3K———
Yukon Wealth Management, Inc.
N/A—1,385-1,385-100%$780.5K———
Caitlin John, LLC
N/A—1,384-1,384-100%$779.4K———
Seldon Capital LP
N/A—1,382-1,382-100%$778.5K———
5T Wealth, LLC
N/A—1,377-1,377-100%$776.6K———
Private Capital Management, LLC
N/A—1,372-1,372-100%$772.9K———
one8zero8, LLC
N/A—1,372-1,372-100%$772.8K———
BCS Private Wealth Management, Inc.
N/A—1,369-1,369-100%$771.1K———
Serenus Wealth Advisors, LLC
N/A—1,363-1,363-100%$768.0K———
WealthCollab, LLC
N/A—1,354-1,354-100%$762.7K———
Boyd Watterson Asset Management LLC
N/A—1,353-1,353-100%$762.1K———
Ranch Capital Advisors Inc.
N/A—1,353-1,353-100%$762.0K———
Longview Financial Advisors LLC
N/A—1,353-1,353-100%$762.1K———
Strategic Investment Solutions, Inc.
N/A—1,352-1,352-100%$761.2K———
Brave Asset Management Inc
N/A—1,352-1,352-100%$761.6K———
Osbon Capital Management LLC
N/A—1,344-1,344-100%$757.6K———
Peregrine Asset Advisers, Inc.
N/A—1,335-1,335-100%$752.0K———
First Western Trust Bank
N/A—1,332-1,332-100%$750.3K———
Keynote Financial Services LLC
N/A—1,329-1,329-100%$748.6K———
Alan B Lancz & Associates, Inc.
N/A—1,325-1,325-100%$746.4K———
Manhattan West Asset Management, LLC
N/A—1,322-1,322-100%$744.7K———
Dividend Assets Capital, LLC
N/A—1,321-1,321-100%$744.0K———
General Catalyst Group Management, LLC
N/A—1,320-1,320-100%$743.5K———
Carr Financial Group Corp
N/A—1,320-1,320-100%$743.8K———
Wexford Capital LP
N/A—1,317-1,317-100%$741.9K———
Hayek Kallen Investment Management
N/A—1,317-1,317-100%$742.0K———
Doheny Asset Management
N/A—1,297-1,297-100%$731.0K———
Corsicana & Co.
N/A—1,293-1,293-100%$728.3K———
Chesapeake Asset Management LLC
N/A—1,286-1,286-100%$724.7K———
Turner Financial Group, Inc.
N/A—1,278-1,278-100%$720.1K———
Rench Wealth Management, Inc.
N/A—1,276-1,276-100%$719.0K———
Graney & King, LLC
N/A—1,274-1,274-100%$717.9K———
C M Bidwell & Associates LTD
N/A—1,267-1,267-100%$713.7K———
M3 Advisory Group, LLC
N/A—1,266-1,266-100%$713.0K———
Barr E S & Co
N/A—1,264-1,264-100%$712.0K———
Dearborn Partners LLC
N/A—1,263-1,263-100%$711.4K———
NCP Inc.
N/A—1,260-1,260-100%$709.7K———
Yarger Wealth Strategies, LLC
N/A—1,246-1,246-100%$834.1K———
Aspen Wealth Strategies, LLC
N/A—1,240-1,240-100%$698.2K———
Truepoint, Inc.
N/A—1,233-1,233-100%$694.5K———
Constant Guidance Financial LLC
N/A—1,233-1,233-100%$694.8K———
Geometric Wealth Advisors
N/A—1,231-1,231-100%$693.5K———
Presidio Capital Management, LLC
N/A—1,230-1,230-100%$692.9K———
Goepper Burkhardt LLC
N/A—1,219-1,219-100%$686.9K———
Chico Wealth RIA
N/A—1,217-1,217-100%$685.3K———
Round Hill Asset Management
N/A—1,214-1,214-100%$683.8K———
Warburton Capital Management, LLC
N/A—1,214-1,214-100%$683.0K———
360 Financial, Inc.
N/A—1,212-1,212-100%$682.6K———
Dogwood Wealth Management LLC
N/A—1,211-1,211-100%$682.1K———
Severin Investments, LLC
N/A—1,208-1,208-100%$680.4K———
Talisman Wealth Advisors LLC
N/A—1,205-1,205-100%$678.9K———
Cohen & Steers, Inc.
N/A—1,200-1,200-100%$676.0K———
Fieldview Capital Management, LLC
N/A—1,197-1,197-100%$674.3K———
Borer Denton & Associates, Inc.
N/A—1,197-1,197-100%$674.3K———
Orographic Financial Advisors, LLC
N/A—1,192-1,192-100%$689———
Financial Avengers, Inc.
N/A—1,190-1,190-100%$670.2K———
Daniel Investment Group, Inc.
N/A—1,189-1,189-100%$669.8K———
Vantage Point Financial LLC
N/A—1,185-1,185-100%$667.7K———
Sonoma Allocations LLC
N/A—1,183-1,183-100%$731.9K———
Kerr Financial Planning Corp
N/A—1,180-1,180-100%$664.3K———
Lakeridge Wealth Management LLC
N/A—1,177-1,177-100%$663.1K———
J. M. Brown & Associates Inc.
N/A—1,176-1,176-100%$662.4K———
Integrity Wealth Solutions LLC
N/A—1,173-1,173-100%$660.8K———
Symphony Financial Services, Inc.
N/A—1,173-1,173-100%$660.7K———
Resolute Wealth Strategies, LLC
N/A—1,172-1,172-100%$660.3K———
Runnymede Capital Advisors, Inc.
N/A—1,170-1,170-100%$659.0K———
Golden Road Advisors LLC
N/A—1,169-1,169-100%$658.5K———
HighVista Strategies LLC
N/A—1,162-1,162-100%$654.5K———
Winmill & Co. Inc
N/A—1,150-1,150-100%$647.8K———
BankPlus Trust Department
N/A—1,142-1,142-100%$643.3K———
Members Trust Co
N/A—1,140-1,140-100%$642.1K———
Reliant Investment Partners, LLC
N/A—1,139-1,139-100%$641.6K———
Tripletail Wealth Management, LLC
N/A—1,139-1,139-100%$663.9K———
Sandro Wealth Management LLC
N/A—1,137-1,137-100%$640.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,136-1,136-100%$640.0K———
Horizon Bancorp Inc
N/A—1,131-1,131-100%$637.0K———
Altar Rock LLC
N/A—1,130-1,130-100%$636.5K———
ABS Investment Management LLC
N/A—1,127-1,127-100%$1.3M———
Financial Life Planners
N/A—1,126-1,126-100%$634.3K———
Centric Wealth Management
N/A—1,124-1,124-100%$685.8K———
Channel Wealth LLC
N/A—1,120-1,120-100%$630.7K———
Bridgewealth Advisory Group, LLC
N/A—1,117-1,117-100%$629.2K———
Insight 2811, Inc.
N/A—1,116-1,116-100%$628.6K———
Bancreek Capital Management, LP
N/A—1,113-1,113-100%$626.9K———
Gambit Capital Management, LLC
N/A—1,112-1,112-100%$626.4K———
P.A.W. Capital Corp
N/A—1,110-1,110-100%$625.3K———
Rialto Wealth Management, LLC
N/A—1,102-1,102-100%$621.0K———
Sollinda Capital Management LLC
N/A—1,088-1,088-100%$612.9K———
Strategic Financial Concepts, LLC
N/A—1,077-1,077-100%$606.6K———
Curio Wealth, LLC
N/A—1,075-1,075-100%$605.5K———
Wellington-Altus USA Inc.
N/A—1,069-1,069-100%$611.6K———
Compass Advisory Group LLC
N/A—1,064-1,064-100%$599.6K———
Rodgers Brothers Inc.
N/A—1,063-1,063-100%$598.8K———
Astra Wealth Partners LLC
N/A—1,061-1,061-100%$597.7K———
Petix & Botte Co
N/A—1,060-1,060-100%$597.1K———
Lester Murray Antman dba SimplyRich
N/A—1,059-1,059-100%$596.0K———
Payne Capital Management, LLC
N/A—1,058-1,058-100%$596.1K———
Morris Financial Concepts, Inc.
N/A—1,055-1,055-100%$594.3K———
Ankerstar Wealth, LLC
N/A—1,044-1,044-100%$588.1K———
Rather & Kittrell, Inc.
N/A—1,039-1,039-100%$585.6K———
Magnolia Private Wealth, LLC
N/A—1,037-1,037-100%$584.1K———
GatePass Capital, LLC
N/A—1,033-1,033-100%$581.6K———
Spectrum Investment Advisors, Inc.
N/A—1,029-1,029-100%$579.4K———
TD Capital Management LLC
N/A—1,026-1,026-100%$577.7K———
Arcadia Wealth Management, Inc.
N/A—1,013-1,013-100%$570.6K———
Mpwm Advisory Solutions, LLC
N/A—1,008-1,008-100%$568.1K———
Bolthouse Investments, LLC
N/A—1,007-1,007-100%$567.2K———
FreeGulliver LLC
N/A—1,007-1,007-100%$567.2K———
Ellenbecker Investment Group
N/A—1,006-1,006-100%$567.0K———
Wealth Watch Advisors, Inc
N/A—1,005-1,005-100%$566.1K———
Tidemark, LLC
N/A—1,002-1,002-100%$564.4K———
One68 Global Capital, LLC
N/A—1,000-1,000-100%$563.3K———
Ratan Capital Management LP
N/A—1,000-1,000-100%$563.3K———
McGowan Group Asset Management, Inc.
N/A—999-999-100%$562.9K———
Basepoint Wealth LLC
N/A—998-998-100%$562.1K———
Stonebridge Financial Planning Group, LLC
N/A—991-991-100%$558.4K———
Earnest Partners LLC
N/A—989-989-100%$557.1K———
Sirios Capital Management L P
N/A—986-986-100%$555.4K———
Bcgm Wealth Management, LLC
N/A—985-985-100%$554.8K———
FSA Advisors, Inc.
N/A—984-984-100%$560.0K———
Cetera Trust Company, N.a
N/A—983-983-100%$553.7K———
Corus Family Wealth Advisors
N/A—982-982-100%$553.2K———
Peak Planning Group, LLC
N/A—971-971-100%$546.6K———
Painted Porch Advisors LLC
N/A—970-970-100%$546.4K———
Cannon Wealth Management Services, LLC
N/A—966-966-100%$544.3K———
Horizon Kinetics Asset Management LLC
N/A—964-964-100%$543.0K———
Burnham & Co LLC
N/A—963-963-100%$542.4K———
Seneca House Advisors
N/A—961-961-100%$541.2K———
LifePlan Investment Advisors, Inc.
N/A—959-959-100%$540.3K———
Continental Investors Services, Inc.
N/A—954-954-100%$548.9K———
Sanchez Levi Garrett
N/A—951-951-100%$535.5K———
Genesis Wealth Advisors, LLC
N/A—950-950-100%$535.1K———
Sachetta, LLC
N/A—936-936-100%$527.1K———
Dark Forest Capital Management LP
N/A—932-932-100%$525.0K———
RPS Advisory Solutions LLC
N/A—929-929-100%$523.2K———
Capital Investment Management, Inc.
N/A—916-916-100%$516.1K———
Daner Wealth Management, LLC
N/A—915-915-100%$544.4K———
Lcnb Corp
N/A—914-914-100%$514.8K———
Stonebridge Capital Management Inc
N/A—901-901-100%$507.5K———
Panoramic Capital Partners, LLC
N/A—898-898-100%$505.8K———
Parkwoods Wealth Partners, LLC
N/A—897-897-100%$505.5K———
Paradigm Capital Management, LLC
N/A—896-896-100%$505.0K———
Summit Wealth Group, LLC
N/A—895-895-100%$504.1K———
Affinity Wealth Management LLC
N/A—889-889-100%$500.8K———
Alpha Financial Partners LLC
N/A—887-887-100%$499.6K———
Palisades Hudson Asset Management, L.P.
N/A—886-886-100%$482.0K———
Northwest Bancshares, Inc.
N/A—885-885-100%$498.5K———
RPg Family Wealth Advisory, LLC
N/A—884-884-100%$497.7K———
Medallion Wealth Advisors, LLC
N/A—879-879-100%$495.4K———
Sovereign Investment Advisors, LLC
N/A—879-879-100%$495.1K———
Duncan Williams Asset Management, LLC
N/A—877-877-100%$493.8K———
White Wing Wealth Management
N/A—873-873-100%$491.7K———
Pinnacle Family Advisors, LLC
N/A—871-871-100%$490.9K———
Wulff, Hansen & Co.
N/A—868-868-100%$488.9K———
Holowesko Partners Ltd.
N/A—865-865-100%$487.2K———
Birchcreek Wealth Management, LLC
N/A—862-862-100%$485.6K———
Motley Fool Wealth Management, LLC
N/A—861-861-100%$485.0K———
Tudor Financial Inc.
N/A—858-858-100%$483.0K———
Sankala Group LLC
N/A—855-855-100%$465.8K———
Citizens Business Bank
N/A—853-853-100%$480.5K———
Ducere Wealth Management LLC
N/A—851-851-100%$479.4K———
Eldridge Investment Advisors, Inc.
N/A—849-849-100%$478.2K———
Summit Wealth & Retirement Planning, Inc.
N/A—849-849-100%$478.2K———
Brand Asset Management Group, Inc.
N/A—847-847-100%$477.2K———
McElhenny Sheffield Capital Management, LLC
N/A—844-844-100%$475.4K———
Indie Asset Partners, LLC
N/A—838-838-100%$472.1K———
Momentum Wealth Planning, LLC
N/A—835-835-100%$470.3K———
Bruce G. Allen Investments, LLC
N/A—835-835-100%$470.3K———
Veridan Wealth LLC
N/A—832-832-100%$468.5K———
J Hagan Capital, Inc.
N/A—830-830-100%$467.8K———
Signet Private Wealth LLC
N/A—828-828-100%$466.5K———
Bristlecone Value Partners, LLC
N/A—825-825-100%$465.1K———
Exit Wealth Advisors, Llc.
N/A—823-823-100%$463.3K———
Vista Investment Management
N/A—821-821-100%$462.5K———
Prepared Retirement Institute LLC
N/A—818-818-100%$460.9K———
Intrepid Capital Management Inc
N/A—816-816-100%$459.6K———
Valued Retirements, Inc.
N/A—816-816-100%$459.6K———
Aspire Capital Advisors LLC
N/A—815-815-100%$458.8K———
Causey Wealth LLC
N/A—811-811-100%$456.8K———
Corient IA LP
N/A—810-810-100%$456.3K———
First National Bank & Trust Co of Newtown
N/A—795-795-100%$442.6K———
BlueStem Wealth Partners, LLC
N/A—792-792-100%$446.3K———
Elgethun Capital Management
N/A—791-791-100%$445.8K———
WorthPointe, LLC
N/A—786-786-100%$442.7K———
TPG Financial Advisors, LLC
N/A—786-786-100%$442.7K———
Paladin Advisory Group, LLC
N/A—785-785-100%$442.2K———
Harvest Investment Services, LLC
N/A—780-780-100%$439.4K———
Copley Financial Group, Inc.
N/A—774-774-100%$435.9K———
Snowwater Investment Partners, LLC
N/A—773-773-100%$435.4K———
Imprint Wealth LLC
N/A—773-773-100%$435.4K———
SAM Advisors, LLC
N/A—768-768-100%$432.4K———
Fortis Advisors, LLC
N/A—764-764-100%$430.4K———
Lowery Thomas, LLC
N/A—761-761-100%$428.4K———
Vertex Planning Partners, LLC
N/A—760-760-100%$428.1K———
WFA of San Diego, LLC
N/A—757-757-100%$450.4K———
FPC Investment Advisory, Inc.
N/A—753-753-100%$486.4K———
America First Investment Advisors, LLC
N/A—749-749-100%$421.9K———
Johnson Wealth Management, LLC
N/A—746-746-100%$420.4K———
Peloton Wealth Strategists
N/A—745-745-100%$420.0K———
Triton Financial Group Inc
N/A—745-745-100%$419.6K———
Chase Investment Counsel Corp
N/A—743-743-100%$418.0K———
DV Equities, LLC
N/A—740-740-100%$416.8K———
Orcam Financial Group
N/A—728-728-100%$410.1K———
Edgestream Partners, L.P.
N/A—727-727-100%$409.5K———
Hemenway Trust Co LLC
N/A—723-723-100%$407.3K———
Leo H. Evart, Inc.
N/A—722-722-100%$406.7K———
Ehrenkranz Partners L.P.
N/A—721-721-100%$406.1K———
Lathrop Investment Management Co
N/A—721-721-100%$406.0K———
Trillium Asset Management, LLC
N/A—718-718-100%$404.4K———
Oxford Asset Management LLP
N/A—715-715-100%$402.8K———
Dorsey Wright & Associates
N/A—710-710-100%$400.0K———
Beto Financial Group, LLC
N/A—706-706-100%$456.0K———
Collaborative Capital Advisors LLC
N/A—706-706-100%$397.6K———
Positano Wealth Management Ltd
N/A—698-698-100%$393.2K———
Legacy Wealth Managment, LLC
N/A—696-696-100%$392.2K———
FMB Wealth Management
N/A—693-693-100%$390.4K———
Leigh Baldwin & Co., LLC
N/A—691-691-100%$389.3K———
Ironwood Investment Management LLC
N/A—686-686-100%$386.4K———
PIN OAK Investment Advisors Inc
N/A—685-685-100%$386.0K———
Per Stirling Capital Management, Llc.
N/A—682-682-100%$384.2K———
Broadwater Capital Management LLC
N/A—680-680-100%$383.0K———
Conscious Wealth Investments, LLC
N/A—679-679-100%$437.1K———
Stillwater Capital Advisors, LLC
N/A—677-677-100%$381.3K———
Broyhill Asset Management, LLC
N/A—669-669-100%$376.8K———
S&T Bank
N/A—667-667-100%$375.7K———
Slagle Financial, LLC
N/A—667-667-100%$375.8K———
Natural Investments, LLC
N/A—667-667-100%$375.0K———
Bravera Wealth
N/A—665-665-100%$374.6K———
Paul R. Ried Financial Group, LLC
N/A—662-662-100%$372.9K———
Spreng Capital Management, Inc.
N/A—661-661-100%$372.3K———
denkapparat Operations GmbH
N/A—660-660-100%$371.8K———
Addison Advisors LLC
N/A—660-660-100%$371.9K———
Polymer Capital Management (US) LLC
N/A—659-659-100%$371.2K———
Zinnia Wealth Advisory, LLC
N/A—657-657-100%$370.1K———
KDT Advisors, LLC
N/A—656-656-100%$369.5K———
Hilltop Wealth Advisors, LLC
N/A—654-654-100%$368.4K———
Elkhorn Partners Limited Partnership
N/A—650-650-100%$366.1K———
Oakwell Private Wealth Management, LLC
N/A—647-647-100%$364.5K———
Wilkinson Global Asset Management LLC
N/A—640-640-100%$360.5K———
Gross & Hartman Investments LLC
N/A—640-640-100%$360.5K———
Macro Advisors, Inc.
N/A—639-639-100%$359.9K———
Oakmont Advisory Group, LLC
N/A—638-638-100%$359.1K———
Wood Tarver Financial Group, LLC
N/A—636-636-100%$358.0K———
RD Lewis Holdings, Inc.
N/A—635-635-100%$386.8K———
Steelhead Wealth Management LLC
N/A—634-634-100%$357.0K———
Objectivity Squared, LLC
N/A—634-634-100%$357.2K———
Pursuit Wealth Strategies, LLC
N/A—633-633-100%$356.3K———
IFS Group,LLC
N/A—633-633-100%$356.6K———
Bearing Point Capital, LLC
N/A—631-631-100%$355.4K———
Core Capital Management & Research, inc.
N/A—631-631-100%$347.9K———
Centennial Bank
N/A—630-630-100%$354.9K———
Cahill Financial Advisors Inc
N/A—629-629-100%$354.4K———
Partners in Financial Planning
N/A—627-627-100%$353.2K———
Atlanta Consulting Group Advisors, LLC
N/A—627-627-100%$353.2K———
Arkos Global Advisors
N/A—610-610-100%$344.0K———
Knuff & Co LLC
N/A—610-610-100%$343.6K———
Disciplined Investors, L.L.C.
N/A—610-610-100%$343.7K———
Abound Financial, LLC
N/A—609-609-100%$343.2K———
Iconiq Capital, LLC
N/A—605-605-100%$340.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—602-602-100%$339.1K———
Capco Asset Management, LLC
N/A—602-602-100%$339.1K———
NI Acquisitions Company, LLC
N/A—601-601-100%$256.1K———
BWM Planning, LLC
N/A—599-599-100%$337.6K———
Waterford Advisors, LLC
N/A—598-598-100%$336.9K———
OneAscent Family Office, LLC
N/A—597-597-100%$336.3K———
Core Wealth Advisors, Inc.
N/A—597-597-100%$336.3K———
Axiom Financial Strategies, LLC
N/A—596-596-100%$335.7K———
Orion Investment Co
N/A—595-595-100%$335.2K———
Two Sigma Securities, LLC
N/A—594-594-100%$334.6K———
Fiduciary Wealth Partners, LLC
N/A—589-589-100%$331.8K———
Chatterton & Associates Inc.
N/A—588-588-100%$371.3K———
Lumbard & Kellner, LLC
N/A—586-586-100%$330.1K———
Axis Wealth Partners, LLC
N/A—585-585-100%$329.7K———
Note Advisors, LLC
N/A—584-584-100%$329.0K———
Financial Strategies Group, Inc.
N/A—584-584-100%$376.0K———
Hutchinson Capital Management
N/A—580-580-100%$326.7K———
Stephens Investment Management Group LLC
N/A—580-580-100%$326.7K———
Safe Harbor Family Capital, LLC
N/A—579-579-100%$326.1K———
OV Management LLC
N/A—579-579-100%$326.1K———
Libra Wealth LLC
N/A—577-577-100%$325.0K———
Tencap Wealth Coaching, LLC
N/A—575-575-100%$323.9K———
Investment Advisory Services Group LLC
N/A—575-575-100%$323.7K———
Financial Freedom, LLC
N/A—574-574-100%$323.5K———
Pack Private Wealth, LLC
N/A—574-574-100%$323.4K———
Kidder Stephen W
N/A—571-571-100%$321.6K———
Second Half Financial Partners, LLC
N/A—571-571-100%$321.6K———
Faithward Advisors, LLC
N/A—568-568-100%$320.0K———
Empire Financial Management Company, LLC
N/A—567-567-100%$319.4K———
Vectors Research Management, LLC
N/A—566-566-100%$318.8K———
Aegis Wealth Management LLC
N/A—564-564-100%$317.7K———
Meramec Financial Planners, LLC
N/A—562-562-100%$334.0K———
LWM Advisory Services, LLC
N/A—561-561-100%$316.0K———
Valley Financial Group, Inc.
N/A—561-561-100%$315.9K———
Hobbs Group Advisors, LLC
N/A—558-558-100%$314.4K———
Steadtrust LLC
N/A—557-557-100%$313.8K———
Dopkins Wealth Management, LLC
N/A—553-553-100%$311.5K———
WealthTrust Axiom LLC
N/A—551-551-100%$310.2K———
E-Wealth Partners, LLC
N/A—551-551-100%$310.3K———
Highlander Partners, L.P.
N/A—550-550-100%$309.8K———
Puzo Michael J
N/A—545-545-100%$307.0K———
Star Financial Bank
N/A—544-544-100%$306.4K———
Wealth Care LLC
N/A—537-537-100%$302.5K———
Hopwood Nicholas Hunter
N/A—536-536-100%$302.1K———
Concorde Asset Management, LLC
N/A—531-531-100%$299.2K———
Avalon Trust Co
N/A—530-530-100%$298.5K———
Marble Harbor Investment Counsel, LLC
N/A—530-530-100%$298.5K———
Somerville Kurt F
N/A—522-522-100%$294.0K———
Tacita Capital Inc
N/A—521-521-100%$293.5K———
Resolute Wealth Advisor, Inc.
N/A—521-521-100%$298.1K———
1015 Capital Partners, LLC
N/A—520-520-100%$292.9K———
Luxor Capital Group, LP
N/A—520-520-100%$292.9K———
Security National Bank of Sioux City Iowa
N/A—520-520-100%$292.9K———
Orion Capital Management LLC
N/A—519-519-100%$292.3K———
Silver Coast Investments LLC
N/A—517-517-100%$291.2K———
Retirement Planning Group, LLC / NY
N/A—514-514-100%$289.5K———
Mars Jewett Financial Group, Inc.
N/A—512-512-100%$288.2K———
Resolute Advisors LLC
N/A—510-510-100%$287.3K———
JAT Capital Mgmt LP
N/A—507-507-100%$285.6K———
Horizon Family Wealth, Inc.
N/A—506-506-100%$285.0K———
Alaska Wealth Advisors, LLC
N/A—504-504-100%$283.9K———
RFP Financial Group LLC
N/A—501-501-100%$282.5K———
Bramshill Investments, LLC
N/A—500-500-100%$281.6K———
Formula Growth LTD
N/A—500-500-100%$281.6K———
Colter Lewis Investment Partners LLC
N/A—498-498-100%$280.5K———
1 North Wealth Services LLC
N/A—495-495-100%$278.8K———
Security National Bank of SO DAK
N/A—494-494-100%$278.3K———
Northstar Asset Management Inc
N/A—494-494-100%$278.3K———
Front Row Advisors LLC
N/A—489-489-100%$293.0K———
Access Financial Services, Inc.
N/A—485-485-100%$273.2K———
Marshall Investment Management, LLC
N/A—484-484-100%$272.6K———
Raffa Wealth Management, LLC
N/A—482-482-100%$271.5K———
Bard Associates Inc
N/A—482-482-100%$271.5K———
Petra Financial Advisors Inc
N/A—481-481-100%$270.9K———
Beta Wealth Group, Inc.
N/A—480-480-100%$270.5K———
Sonoma Private Wealth LLC
N/A—480-480-100%$270.4K———
Lotus Technology Management, LP
N/A—480-480-100%$270.4K———
Sustainable Insight Capital Management, LLC
N/A—475-475-100%$267.6K———
Beacon Bridge Wealth Partners, LLC
N/A—475-475-100%$267.6K———
Cornerstone Financial Management LLC
N/A—473-473-100%$266.4K———
Kelman-Lazarov, Inc.
N/A—473-473-100%$266.4K———
Wimmer Associates 1, LLC
N/A—470-470-100%$264.7K———
1492 Capital Management LLC
N/A—464-464-100%$261.4K———
J.E. Simmons & Co., P.C.
N/A—464-464-100%$261.4K———
Resolute Capital, LLC
N/A—463-463-100%$260.7K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—462-462-100%$260.2K———
Kropog Financial Group, LLC
N/A—461-461-100%$259.5K———
Mustico Financial Group, Inc.
N/A—456-456-100%$271.5K———
Financial Concepts Unlimited, Inc.
N/A—456-456-100%$256.8K———
Roble, Belko & Company, Inc
N/A—455-455-100%$256.0K———
Owen LaRue, LLC
N/A—455-455-100%$256.4K———
WPWealth LLP
N/A—455-455-100%$256.5K———
DiPaolo Financial Group, Inc.
N/A—454-454-100%$255.8K———
Applied Capital LLC
N/A—454-454-100%$255.7K———
Wilson & Boucher Capital Management, LLC
N/A—451-451-100%$254.1K———
QVT Financial LP
N/A—446-446-100%$251.2K———
American Wealth Advisors, LLC
N/A—443-443-100%$249.8K———
PCG Wealth Advisors, LLC
N/A—442-442-100%$248.9K———
Consultiva Wealth Management, Corp.
N/A—440-440-100%$247.8K———
WealthTrak Capital Management LLC
N/A—437-437-100%$246.2K———
Windsor Advisory Group, LLC
N/A—434-434-100%$244.5K———
Odyssey Group, LLC
N/A—432-432-100%$243.4K———
Lavaca Capital LLC
N/A—432-432-100%$243.3K———
Forum Private Client Group LLC
N/A—431-431-100%$242.5K———
Sky-Mountain Capital Management, Inc.
N/A—431-431-100%$242.6K———
Everstar Asset Management, LLC
N/A—429-429-100%$241.8K———
Bannerstone Capital Management, LLC
N/A—425-425-100%$239.6K———
Tiemann Investment Advisors, LLC
N/A—425-425-100%$239.4K———
Intrepid Financial Planning Group LLC
N/A—422-422-100%$237.7K———
SkyView Investment Advisors, LLC
N/A—421-421-100%$237.0K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—419-419-100%$236.0K———
Legacy Financial Group LLC
N/A—418-418-100%$235.7K———
Buckley Wealth Management, LLC
N/A—418-418-100%$235.5K———
O'rourke & Company, Inc
N/A—417-417-100%$235.2K———
ATLas Financial Planning LLC
N/A—410-410-100%$230.9K———
Tilson Financial Group, Inc.
N/A—410-410-100%$231.1K———
Jacobs Equity LLC
N/A—408-408-100%$229.8K———
Nova Wealth Management, Inc.
N/A—408-408-100%$229.7K———
Fairview Capital Investment Management, LLC
N/A—407-407-100%$229.3K———
Pinney & Scofield, Inc.
N/A—405-405-100%$228.1K———
Graticule Asia Macro Advisors LLC
N/A—401-401-100%$225.9K———
Lionhunter Capital Management, LLC
N/A—400-400-100%$225.3K———
Ravenstone Capital Management Inc.
N/A—400-400-100%$225.3K———
Atlantic Family Wealth, LLC
N/A—397-397-100%$223.6K———
Riverview Trust Co
N/A—396-396-100%$223.1K———
Oxbow Advisors, LLC
N/A—396-396-100%$223.1K———
Joule Financial, LLC
N/A—394-394-100%$222.2K———
Navera Investment Management Ltd.
N/A—388-388-100%$218.4K———
Presper Financial Architects, LLC
N/A—388-388-100%$218.6K———
Regatta Research & Money Management
N/A—385-385-100%$214.6K———
V. M. Manning & Co., Inc.
N/A—383-383-100%$216.0K———
Banco BTG Pactual S.A.
N/A—381-381-100%$214.6K———
Camarda Financial Advisors, LLC
N/A—381-381-100%$214.7K———
Toews Corp
N/A—379-379-100%$213.5K———
Collaborative Wealth Managment Inc.
N/A—379-379-100%$213.8K———
von Borstel & Associates, Inc.
N/A—377-377-100%$212.0K———
Brave Warrior Advisors, LLC
N/A—373-373-100%$210.1K———
Boulder Wealth Advisors, LLC
N/A—371-371-100%$209.0K———
Generations Wealth, LLC
N/A—371-371-100%$209.0K———
One Degree Advisors Inc
N/A—371-371-100%$227———
Sprott Inc.
N/A—370-370-100%$208.4K———
Viaable, LLC
N/A—367-367-100%$225.1K———
Napier Financial, LLC
N/A—363-363-100%$204.5K———
PlanVest Financial, Inc
N/A—363-363-100%$204.4K———
Retirement Income Solutions, Inc
N/A—353-353-100%$202.0K———
Ogorek Anthony Joseph
N/A—341-341-100%$192.0K———
Copia Wealth Management
N/A—329-329-100%$185.3K———
Lummis Asset Management, LP
N/A—319-319-100%$173.6K———
Millington Financial Advisors, LLC
N/A—318-318-100%$205.6K———
Virtus Advisers, LLC
N/A—295-295-100%$166.2K———
XP Advisory US, Inc.
N/A—285-285-100%$160.5K———
Tanglewood Legacy Advisors, LLC
N/A—266-266-100%$149.8K———
FWL Investment Management, LLC
N/A—265-265-100%$149.3K———
Pinnacle Holdings, LLC
N/A—265-265-100%$149.3K———
Bellevue Asset Management, LLC
N/A—251-251-100%$141.8K———
Swan Capital LLC
N/A—251-251-100%$141.4K———
Anchor Bay Capital, Inc.
N/A—251-251-100%$149.4K———
Godfrey Financial Associates, Inc.
N/A—244-244-100%$137.2K———
JDM Financial Group LLC
N/A—241-241-100%$135.7K———
Bernard Wealth Management Corp.
N/A—241-241-100%$135.8K———
Walsh & Associates, LLC
N/A—228-228-100%$128.5K———
Palladiem, LLC
N/A—221-221-100%$124.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—212-212-100%$119.4K———
Measured Wealth Private Client Group, LLC
N/A—210-210-100%$118.5K———
Providence Capital Advisors, LLC
N/A—206-206-100%$115.8K———
Alpha Financial Advisors, LLC
N/A—204-204-100%$114.9K———
Potrero Capital Research LLC
N/A—200-200-100%$112.7K———
Bank of the Bluegrass & Trust Co.
N/A—189-189-100%$137.1K———
IAG Wealth Partners, LLC
N/A—173-173-100%$97.4K———
Seneschal Advisors, LLC
N/A—171-171-100%$96.3K———
Premier Financial Group
N/A—170-170-100%$95.8K———
Highland Investment Advisors LLC
N/A—164-164-100%$92.4K———
HFM Investment Advisors, LLC
N/A—156-156-100%$87.9K———
Mark Sheptoff Financial Planning, LLC
N/A—150-150-100%$84.5K———
HighMark Wealth Management LLC
N/A—149-149-100%$83.8K———
Disciplina Capital Management LLC
N/A—140-140-100%$78.6K———
CoreFirst Bank & Trust
N/A—137-137-100%$77.2K———
Battery Global Advisors, LLC
N/A—126-126-100%$70.9K———
Miller Capital Partners, Inc.
N/A—126-126-100%$71.0K———
Value Aligned Research Advisors, LLC
N/A—124-124-100%$69.8K———
Luminist Capital LLC
N/A—120-120-100%$67.6K———
USA Financial Formulas
N/A—115-115-100%$64.8K———
Benson Wealth Management Inc
N/A—111-111-100%$62.5K———
Millstone Evans Group, LLC
N/A—108-108-100%$60.8K———
Thomas J. Herzfeld Advisors, Inc.
N/A—100-100-100%$56.3K———
Kelly Lawrence W & Associates Inc
N/A—100-100-100%$56.3K———
PMV Capital Advisers, LLC
N/A—85-85-100%$47.9K———
Merrithew & Thorsten Inc
N/A—79-79-100%$44———
180 GPS Investments IC Ltd
N/A—78-78-100%$43.9K———
Conquis Financial LLC
N/A—77-77-100%$43.4K———
Philadelphia Investment Partners, LLC
N/A—71-71-100%$40.1K———
Cbiz Investment Advisory Services, LLC
N/A—58-58-100%$33.3K———
Longfellow Investment Management Co LLC
N/A—55-55-100%$31.0K———
Game Plan Financial Advisors, LLC
N/A—51-51-100%$28.7K———
Avenir Tech Ltd
N/A—50-50-100%$28.2K———
Strategic Wealth Advisors LLC
N/A—44-44-100%$29———
Hamrick Investment Counsel, llc
N/A—43-43-100%$24.2K———
VSM Wealth Advisory, LLC
N/A—42-42-100%$23.7K———
10Elms LLP
N/A—42-42-100%$23.7K———
Top Private Wealth Llc.
N/A—40-40-100%$22.5K———
Quarry LP
N/A—40-40-100%$22.5K———
Cordant, Inc.
N/A—39-39-100%$21.8K———
Westend Capital Management, LLC
N/A—39-39-100%$22.0K———
Luken Investment Analytics, LLC
N/A—38-38-100%$21.4K———
Turim 21 Investimentos Ltda.
N/A—35-35-100%$19.7K———
Investors Portfolio Services LLC
N/A—32-32-100%$18.0K———
Atomic Invest LLC
N/A—32-32-100%$17.8K———
Parvin Asset Management, LLC
N/A—30-30-100%$16.9K———
Vanguard Advisers Inc
N/A—30-30-100%$17.0K———
WHI Trust Co LLC
N/A—29-29-100%$16.3K———
Delos Wealth Advisors, LLC
N/A—28-28-100%$15.8K———
Nalls Sherbakoff Group, LLC
N/A—25-25-100%$14.1K———
Capital Advisor Network LLC
N/A—25-25-100%$14.1K———
Park Square Financial Group, LLC
N/A—21-21-100%$11.8K———
Cypress Capital Management LLC (WY)
N/A—20-20-100%$11.3K———
Investment Counsel Co of Nevada
N/A—13-13-100%$7.3K———
Harborfront Financial Group LLC
N/A—11-11-100%$6.2K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$5.6K———
Bitterroot Capital Advisors LLC
N/A—7-7-100%$3.9K———
Evolution Advisers, Inc.
N/A—6-6-100%$3———
Ross\johnson & Associates LLC
N/A—4-4-100%$2.3K———
LGT Financial Advisors LLC
N/A—2-2-100%$1.1K———
Chelsea Counsel Co
N/A—1-1-100%$564———
Showing 5301 of 5301 institutions