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Ford Motor Co (F)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares120,289,427 from 121,010,192
Change-720,765 (-1%)
Value$1.4B (-$243.9M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares48,236,026 from 48,777,104
Change-541,078 (-1%)
Value$581.9M (-$96.2M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares28,337,525 from 51,598,382
Change-23,260,857 (-45%)
Value$341.8M (-$375.5M)
Filed 2026-11-05
Amundi
INCREASED
Shares20,072,661 from 16,675,388
Change+3,397,273 (+20%)
Value$242.1M (+$10.3M)
Filed 2026-11-06
LSV Asset Management
INCREASED
Shares19,490,618 from 17,702,000
Change+1,788,618 (+10%)
Value$235.1M (-$11.0M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares13,054,477 from 9,968,884
Change+3,085,593 (+31%)
Value$157.4M (+$18.9M)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares12,747,471 from 19,249,162
Change-6,501,691 (-34%)
Value$153.7M (-$113.8M)
Filed 2026-11-06
Aberdeen Group plc
INCREASED
Shares10,639,204 from 8,037,216
Change+2,601,988 (+32%)
Value$128.3M (+$16.6M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares10,086,667 from 9,537,198
Change+549,469 (+6%)
Value$121.6M (-$10.9M)
Filed 2026-11-05
Geremia Financial Services, LLC
INCREASED
Shares8,909,559 from 887,800
Change+8,021,759 (+904%)
Value$10.7M (-$1.6M)
Filed 2026-10-19
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares8,653,968 from 8,911,916
Change-257,948 (-3%)
Value$104.4M (-$19.5M)
Filed 2026-10-29
Barclays PLC
INCREASED
Shares7,736,525 from 5,641,637
Change+2,094,888 (+37%)
Value$93.3M (+$14.9M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares6,162,222 from 4,233,978
Change+1,928,244 (+46%)
Value$74.4M (+$15.5M)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares4,888,383 from 2,945,516
Change+1,942,867 (+66%)
Value$59.0M (+$18.0M)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares4,859,439 from 4,283,980
Change+575,459 (+13%)
Value$58.6M (-$942.5K)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares4,696,557 from 4,427,829
Change+268,728 (+6%)
Value$56.6M (-$4.9M)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares4,290,322 from 77,021
Change+4,213,301 (+5470%)
Value$51.7M (+$50.7M)
Filed 2026-10-15
Principal Financial Group Inc
DECREASED
Shares4,179,164 from 4,454,146
Change-274,982 (-6%)
Value$50.4M (-$11.5M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares3,023,880 from 3,139,789
Change-115,909 (-4%)
Value$36.5M (-$7.2M)
Filed 2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED
Shares2,976,662 from 2,813,886
Change+162,776 (+6%)
Value$35.9M (-$3.2M)
Filed 2026-10-20
Pictet Asset Management Holding SA
INCREASED
Shares2,828,477 from 2,404,677
Change+423,800 (+18%)
Value$34.1M (+$695.7K)
Filed 2026-11-03
Wedge Capital Management L L P
DECREASED
Shares2,330,959 from 2,370,837
Change-39,878 (-2%)
Value$28.1M (-$4.8M)
Filed 2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares2,248,141 from 1,949,102
Change+299,039 (+15%)
Value$27.1M (+$20.1K)
Filed 2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares2,226,222 from 3,797,506
Change-1,571,284 (-41%)
Value$26.8M (-$25.9M)
Filed 2026-11-06
Asset Management One Co., Ltd.
INCREASED
Shares2,122,363 from 1,822,347
Change+300,016 (+16%)
Value$25.6M (+$265.1K)
Filed 2026-10-27
Alps Advisors Inc
INCREASED
Shares2,091,002 from 1,876,979
Change+214,023 (+11%)
Value$25.2M (-$872.5K)
Filed 2026-11-03
MacKenzie Financial Corp
DECREASED
Shares2,070,653 from 3,169,131
Change-1,098,478 (-35%)
Value$25.0M (-$19.1M)
Filed 2026-11-02
SEB Asset Management AB
DECREASED
Shares2,008,314 from 2,244,653
Change-236,339 (-11%)
Value$24.2M (-$7.0M)
Filed 2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares1,995,789 from 934,022
Change+1,061,767 (+114%)
Value$24.1M (+$11.1M)
Filed 2026-10-22
Artemis Investment Management LLP
INCREASED
Shares1,890,222 from 1,201,044
Change+689,178 (+57%)
Value$22.8M (+$6.1M)
Filed 2026-10-08
Strs Ohio
DECREASED
Shares1,660,362 from 2,030,152
Change-369,790 (-18%)
Value$20.0M (-$8.2M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares1,644,105 from 1,665,523
Change-21,418 (-1%)
Value$19.8M (-$3.3M)
Filed 2026-11-02
Achmea Investment Management B.V.
NEW
Shares1,613,259
Change+1,613,259
Value$19.5M
Filed 2026-10-30
Natixis
INCREASED
Shares1,541,144 from 481,362
Change+1,059,782 (+220%)
Value$18.6M (+$11.9M)
Filed 2026-11-06
State of Michigan Retirement System
DECREASED
Shares1,501,579 from 1,519,579
Change-18,000 (-1%)
Value$18.1M (-$3.0M)
Filed 2026-10-27
Creative Planning
INCREASED
Shares1,497,996 from 1,278,307
Change+219,689 (+17%)
Value$18.1M (+$297.4K)
Filed 2026-11-02
LBP AM SA
INCREASED
Shares1,358,065 from 1,135,199
Change+222,866 (+20%)
Value$16.4M (+$599.0K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,352,505 from 1,376,689
Change-24,184 (-2%)
Value$16.3M (-$2.8M)
Filed 2026-11-02
Certuity, LLC
INCREASED
Shares1,352,128 from 1,351,081
Change+1,047 (+0%)
Value$16.3M (-$2.5M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares1,307,567 from 1,285,826
Change+21,741 (+2%)
Value$15.8M (-$2.1M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares1,273,373 from 975,625
Change+297,748 (+31%)
Value$15.6K (+$4.7K)
Filed 2026-10-27
State of New Jersey Common Pension Fund D
UNCHANGED
Shares1,263,944 from 1,263,944
Change0 (0%)
Value$15.2M (-$2.3M)
Filed 2026-11-05
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares1,141,698 from 1,141,698
Change0 (0%)
Value$13.8M (-$2.1M)
Filed 2026-10-08
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,127,180 from 1,324,960
Change-197,780 (-15%)
Value$13.6M (-$4.8M)
Filed 2026-10-15
Gateway Investment Advisers LLC
INCREASED
Shares1,127,176 from 1,121,114
Change+6,062 (+1%)
Value$13.6M (-$2.0M)
Filed 2026-10-13
Czech National Bank
INCREASED
Shares1,125,375 from 1,114,029
Change+11,346 (+1%)
Value$13.6M (-$1.9M)
Filed 2026-10-13
Swedbank AB
DECREASED
Shares1,113,291 from 1,164,137
Change-50,846 (-4%)
Value$13.4M (-$2.8M)
Filed 2026-10-27
Arizona State Retirement System
DECREASED
Shares1,080,803 from 1,087,342
Change-6,539 (-1%)
Value$13.0M (-$2.1M)
Filed 2026-11-03
Swiss Life Asset Management Ltd
INCREASED
Shares1,069,217 from 839,116
Change+230,101 (+27%)
Value$12.9M (+$1.2M)
Filed 2026-11-03
Nykredit A/S
INCREASED
Shares944,997 from 903,247
Change+41,750 (+5%)
Value$11.4M (-$1.2M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares938,331 from 528,555
Change+409,776 (+78%)
Value$11.3M (+$4.0M)
Filed 2026-10-30
CIBC Asset Management Inc
INCREASED
Shares926,663 from 923,401
Change+3,262 (+0%)
Value$11.2M (-$1.7M)
Filed 2026-11-05
Nemes Rush Group LLC
INCREASED
Shares914,147 from 914,081
Change+66 (+0%)
Value$11.0M (-$1.7M)
Filed 2026-11-04
IFM Investors Pty Ltd
INCREASED
Shares885,079 from 858,428
Change+26,651 (+3%)
Value$10.7M (-$1.3M)
Filed 2026-10-14
Eurizon Capital SGR S.p.A.
DECREASED
Shares874,149 from 902,447
Change-28,298 (-3%)
Value$10.7M (-$1.9M)
Filed 2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares865,342 from 864,461
Change+881 (+0%)
Value$10.4M (-$1.6M)
Filed 2026-11-03
Retirement Systems of Alabama
DECREASED
Shares821,372 from 822,209
Change-837 (0%)
Value$9.9M (-$1.5M)
Filed 2026-11-04
ASR Vermogensbeheer N.V.
INCREASED
Shares817,309 from 786,938
Change+30,371 (+4%)
Value$9.9M (-$1.1M)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares817,173 from 810,911
Change+6,262 (+1%)
Value$9.9M (-$1.4M)
Filed 2026-11-05
Daiwa Securities Group Inc.
INCREASED
Shares803,442 from 716,318
Change+87,124 (+12%)
Value$9.7M (-$267.3K)
Filed 2026-10-29
Xcel Wealth Management, LLC
DECREASED
Shares760,867 from 843,807
Change-82,940 (-10%)
Value$9.2M (-$2.6M)
Filed 2026-10-26
Xponance LLC
INCREASED
Shares760,760 from 714,232
Change+46,528 (+7%)
Value$9.2M (-$753.1K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares753,582 from 702,049
Change+51,533 (+7%)
Value$9.0M (-$521.3K)
Filed 2026-10-13
Counterpoint Mutual Funds LLC
INCREASED
Shares752,443 from 22,860
Change+729,583 (+3192%)
Value$9.1M (+$8.8M)
Filed 2026-10-16
Calamos Advisors LLC
INCREASED
Shares741,986 from 728,446
Change+13,540 (+2%)
Value$8.9M (-$1.2M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares727,564 from 639,340
Change+88,224 (+14%)
Value$8.8M (-$112.4K)
Filed 2026-11-04
CX Institutional
INCREASED
Shares716,656 from 91,973
Change+624,683 (+679%)
Value$8.6K (+$7.4K)
Filed 2026-10-02
OP Asset Management Ltd
INCREASED
Shares705,171 from 548,344
Change+156,827 (+29%)
Value$7.2M (+$1.1M)
Filed 2026-11-05
Rakuten Investment Management, Inc.
INCREASED
Shares702,822 from 640,426
Change+62,396 (+10%)
Value$8.6M (-$334.1K)
Filed 2026-10-30
ProShare Advisors LLC
DECREASED
Shares693,858 from 710,953
Change-17,095 (-2%)
Value$8.4M (-$1.5M)
Filed 2026-10-29
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares690,356 from 679,098
Change+11,258 (+2%)
Value$8.3M (-$1.1M)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares678,801 from 600,501
Change+78,300 (+13%)
Value$8.2M (-$160.6K)
Filed 2026-11-02
Fisher Funds Management LTD
UNCHANGED
Shares671,584 from 671,584
Change0 (0%)
Value$8.1M (-$1.2M)
Filed 2026-10-13
Nisa Investment Advisors, LLC
DECREASED
Shares669,056 from 761,898
Change-92,842 (-12%)
Value$8.1M (-$2.5M)
Filed 2026-10-20
Contravisory Investment Management, Inc.
INCREASED
Shares665,988 from 633,175
Change+32,813 (+5%)
Value$8.0M (-$769.3K)
Filed 2026-10-13
Amalgamated Bank
DECREASED
Shares660,832 from 676,217
Change-15,385 (-2%)
Value$8.0M (-$1.4M)
Filed 2026-10-23
Insight Wealth Partners, LLC
INCREASED
Shares648,230 from 647,831
Change+399 (+0%)
Value$7.8M (-$1.2M)
Filed 2026-10-26
Imc-Chicago, LLC
INCREASED
Shares623,641 from 530,451
Change+93,190 (+18%)
Value$7.5M (+$147.8K)
Filed 2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares617,368 from 573,338
Change+44,030 (+8%)
Value$7.4M (-$523.9K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares611,822 from 192,485
Change+419,337 (+218%)
Value$7.4M (+$4.7M)
Filed 2026-10-08
Crossmark Global Holdings, Inc.
INCREASED
Shares563,678 from 504,100
Change+59,578 (+12%)
Value$6.8M (-$209.0K)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares547,531 from 529,468
Change+18,063 (+3%)
Value$7.6M (+$251.1K)
Filed 2026-11-06
New York Life Investment Management LLC
DECREASED
Shares544,497 from 545,021
Change-524 (0%)
Value$6.6M (-$1.0M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares537,423 from 538,400
Change-977 (0%)
Value$6.5M (-$1.0M)
Filed 2026-10-20
Yousif Capital Management, LLC
INCREASED
Shares530,127 from 516,670
Change+13,457 (+3%)
Value$6.4M (-$788.4K)
Filed 2026-10-22
Addenda Capital Inc.
UNCHANGED
Shares525,900 from 525,900
Change0 (0%)
Value$6.3M (-$967.7K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares501,043 from 492,458
Change+8,585 (+2%)
Value$6.0M (-$802.6K)
Filed 2026-10-28
Howard Capital Management, LLC
INCREASED
Shares492,873 from 154,852
Change+338,021 (+218%)
Value$5.9M (+$3.8M)
Filed 2026-10-16
Oregon Public Employees Retirement Fund
INCREASED
Shares481,452 from 481,052
Change+400 (+0%)
Value$5.8M (-$880.3K)
Filed 2026-10-30
UniSuper Management Pty Ltd
INCREASED
Shares470,106 from 436,906
Change+33,200 (+8%)
Value$5.7M (-$403.5K)
Filed 2026-10-26
Old National Bancorp
DECREASED
Shares451,056 from 776,514
Change-325,458 (-42%)
Value$5.4M (-$5.4M)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares441,602 from 415,366
Change+26,236 (+6%)
Value$5.3M (-$447.9K)
Filed 2026-10-23
Hennessy Advisors Inc
DECREASED
Shares431,900 from 533,798
Change-101,898 (-19%)
Value$5.2M (-$2.2M)
Filed 2026-10-28
Del-Sette Capital Management, LLC
DECREASED
Shares425,628 from 455,257
Change-29,629 (-7%)
Value$5.1M (-$1.2M)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares411,049 from 359,373
Change+51,676 (+14%)
Value$5.0M (-$38.0K)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares400,497 from 403,217
Change-2,720 (-1%)
Value$4.8M (-$774.7K)
Filed 2026-10-23
OFI Invest Asset Management
INCREASED
Shares390,559 from 302,891
Change+87,668 (+29%)
Value$4.1M (+$464.3K)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares385,118 from 452,232
Change-67,114 (-15%)
Value$4.0M (-$2.3M)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares373,346 from 373,409
Change-63 (0%)
Value$4.5M (-$687.8K)
Filed 2026-10-28
State of Alaska, Department of Revenue
DECREASED
Shares371,013 from 383,483
Change-12,470 (-3%)
Value$4.5M (-$856.0K)
Filed 2026-10-15
Candriam S.C.A.
INCREASED
Shares335,442 from 299,544
Change+35,898 (+12%)
Value$4.1M (-$99.4K)
Filed 2026-11-03
Sterling Capital Management LLC
INCREASED
Shares318,655 from 161,432
Change+157,223 (+97%)
Value$3.8M (+$1.6M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares316,520 from 330,348
Change-13,828 (-4%)
Value$3.8M (-$774.6K)
Filed 2026-11-05
ABN Amro Investment Solutions
INCREASED
Shares315,382 from 242,846
Change+72,536 (+30%)
Value$3.8M (+$427.9K)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares314,706 from 312,195
Change+2,511 (+1%)
Value$3.9M (-$396.9K)
Filed 2026-11-04
Fulcrum Asset Management LLP
INCREASED
Shares302,964 from 153,972
Change+148,992 (+97%)
Value$3.7M (+$1.6M)
Filed 2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED
Shares297,598 from 297,598
Change0 (0%)
Value$3.6M (-$547.0K)
Filed 2026-10-20
1834 Investment Advisors Co
DECREASED
Shares297,537 from 425,860
Change-128,323 (-30%)
Value$3.6M (-$2.3M)
Filed 2026-10-16
Intact Investment Management Inc.
NEW
Shares293,700
Change+293,700
Value$3.5M
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares289,626 from 255,304
Change+34,322 (+13%)
Value$3.0M (+$21.5K)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares289,362 from 126,058
Change+163,304 (+130%)
Value$3.5M (+$1.7M)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares283,565 from 273,098
Change+10,467 (+4%)
Value$3.4M (-$376.3K)
Filed 2026-11-04
Motley Fool Asset Management LLC
NEW
Shares281,467
Change+281,467
Value$3.4M
Filed 2026-10-27
Ascent Group, LLC
DECREASED
Shares272,154 from 278,987
Change-6,833 (-2%)
Value$3.3M (-$595.7K)
Filed 2026-10-30
Globalt Investments LLC / GA
NEW
Shares268,600
Change+268,600
Value$3.2M
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares256,288 from 364,023
Change-107,735 (-30%)
Value$3.1M (-$2.0M)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares253,371 from 240,905
Change+12,466 (+5%)
Value$3.1M (-$292.9K)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares251,355 from 147,064
Change+104,291 (+71%)
Value$3.0M (+$976.7K)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares244,258 from 238,084
Change+6,174 (+3%)
Value$2.9M (-$364.0K)
Filed 2026-10-23
Maryland State Retirement & Pension System
INCREASED
Shares240,028 from 211,776
Change+28,252 (+13%)
Value$2.9M (-$48.9K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares239,180 from 228,580
Change+10,600 (+5%)
Value$2.9M (-$292.7K)
Filed 2026-10-29
North Dakota State Investment Board
INCREASED
Shares223,041 from 176,982
Change+46,059 (+26%)
Value$2.7M (+$229.8K)
Filed 2026-10-27
Vontobel Holding Ltd.
INCREASED
Shares221,751 from 168,930
Change+52,821 (+31%)
Value$2.7M (+$326.2K)
Filed 2026-10-16
Great Lakes Retirement, Inc.
INCREASED
Shares220,275 from 210,987
Change+9,288 (+4%)
Value$2.7M (-$276.2K)
Filed 2026-10-26
Masterinvest Kapitalanlage GmbH
INCREASED
Shares219,544 from 208,581
Change+10,963 (+5%)
Value$2.6M (-$251.6K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
INCREASED
Shares217,800 from 136,910
Change+80,890 (+59%)
Value$2.6M (+$723.6K)
Filed 2026-10-28
Convergence Investment Partners, LLC
DECREASED
Shares215,610 from 234,501
Change-18,891 (-8%)
Value$2.6M (-$659.3K)
Filed 2026-10-28
Oak Thistle LLC
NEW
Shares215,085
Change+215,085
Value$2.6M
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares214,012 from 158,209
Change+55,803 (+35%)
Value$2.6M (+$381.9K)
Filed 2026-11-06
WealthCare Investment Partners, LLC
INCREASED
Shares213,206 from 208,653
Change+4,553 (+2%)
Value$2.6M (-$329.0K)
Filed 2026-11-05
Hartford Investment Management Co
DECREASED
Shares209,349 from 215,952
Change-6,603 (-3%)
Value$2.5M (-$477.0K)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares199,536 from 216,971
Change-17,435 (-8%)
Value$2.4M (-$571.7K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED
Shares196,108 from 193,856
Change+2,252 (+1%)
Value$2.4M (-$329.5K)
Filed 2026-11-05
New Mexico Educational Retirement Board
UNCHANGED
Shares194,905 from 194,905
Change0 (0%)
Value$2.4M (-$358.0K)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares192,600 from 200,000
Change-7,400 (-4%)
Value$2.3M (-$457.2K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares191,245 from 120,667
Change+70,578 (+58%)
Value$2.3M (+$629.1K)
Filed 2026-10-29
Disciplined Equity Management, Inc.
DECREASED
Shares190,953 from 191,450
Change-497 (0%)
Value$2.3M (-$358.3K)
Filed 2026-10-14
Next Level Private LLC
INCREASED
Shares189,881 from 188,982
Change+899 (+0%)
Value$2.3M (-$336.9K)
Filed 2026-10-20
Arista Wealth Management, LLC
INCREASED
Shares186,418 from 169,728
Change+16,690 (+10%)
Value$2.2M (-$111.0K)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares178,275 from 171,876
Change+6,399 (+4%)
Value$2.1M (-$239.1K)
Filed 2026-10-26
International Assets Investment Management, LLC
DECREASED
Shares175,556 from 175,626
Change-70 (0%)
Value$2.2M (-$241.5K)
Filed 2026-11-02
Kornitzer Capital Management Inc
DECREASED
Shares175,296 from 182,996
Change-7,700 (-4%)
Value$2.1M (-$429.6K)
Filed 2026-11-03
Old Port Advisors
DECREASED
Shares174,305 from 175,363
Change-1,058 (-1%)
Value$2.1M (-$335.4K)
Filed 2026-10-23
Steel Grove Capital Advisors, LLC
INCREASED
Shares172,943 from 169,494
Change+3,449 (+2%)
Value$2.1M (-$270.3K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares171,150 from 501,512
Change-330,362 (-66%)
Value$2.1M (-$4.9M)
Filed 2026-10-16
111 Capital
INCREASED
Shares170,934 from 107,893
Change+63,041 (+58%)
Value$2.1M (+$561.8K)
Filed 2026-11-03
Abundance Wealth Counselors
INCREASED
Shares167,380 from 162,012
Change+5,368 (+3%)
Value$2.0M (-$233.4K)
Filed 2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED
Shares159,665 from 158,132
Change+1,533 (+1%)
Value$1.9M (-$272.5K)
Filed 2026-10-26
Keybank National Association
DECREASED
Shares158,963 from 171,078
Change-12,115 (-7%)
Value$1.9M (-$460.9K)
Filed 2026-11-04
Csenge Advisory Group
DECREASED
Shares156,799 from 157,022
Change-223 (0%)
Value$1.9M (-$291.6K)
Filed 2026-11-04
Hoertkorn Richard Charles
DECREASED
Shares153,630 from 179,796
Change-26,166 (-15%)
Value$1.9M (-$646.4K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares151,748 from 84,943
Change+66,805 (+79%)
Value$1.8M (+$649.4K)
Filed 2026-10-15
KPP Advisory Services LLC
DECREASED
Shares147,212 from 160,470
Change-13,258 (-8%)
Value$1.8M (-$455.2K)
Filed 2026-10-26
Westwind Capital
NEW
Shares144,434
Change+144,434
Value$1.7M
Filed 2026-10-08
KMG Fiduciary Partners, LLC
DECREASED
Shares144,028 from 145,212
Change-1,184 (-1%)
Value$1.7M (-$281.5K)
Filed 2026-10-14
Kendall Capital Management
INCREASED
Shares143,073 from 139,258
Change+3,815 (+3%)
Value$1.7M (-$210.2K)
Filed 2026-10-23
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares133,120 from 133,120
Change0 (0%)
Value$1.6M (-$244.9K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares129,991 from 80,711
Change+49,280 (+61%)
Value$1.6M (+$449.4K)
Filed 2026-10-14
Community Bank of Raymore
UNCHANGED
Shares128,600 from 128,600
Change0 (0%)
Value$1.6M (-$236.6K)
Filed 2026-10-23
Argyle Capital Management, LLC
INCREASED
Shares126,610 from 125,610
Change+1,000 (+1%)
Value$1.5M (-$219.1K)
Filed 2026-10-28
FCG Investment Co
INCREASED
Shares126,542 from 103,143
Change+23,399 (+23%)
Value$1.5M (+$92.4K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares125,928 from 117,638
Change+8,290 (+7%)
Value$1.5M (-$116.5K)
Filed 2026-10-13
Blue Capital, Inc.
DECREASED
Shares125,370 from 174,456
Change-49,086 (-28%)
Value$1.5M (-$913.0K)
Filed 2026-10-13
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares124,706 from 234,930
Change-110,224 (-47%)
Value$1.5M (-$1.8M)
Filed 2026-10-26
MFG Wealth Management, Inc.
DECREASED
Shares124,456 from 143,767
Change-19,311 (-13%)
Value$1.5M (-$497.4K)
Filed 2026-10-09
Plato Investment Management Ltd
INCREASED
Shares124,204 from 56,102
Change+68,102 (+121%)
Value$1.5M (+$728.5K)
Filed 2026-11-05
Praxis Investment Management Inc
UNCHANGED
Shares123,775 from 123,775
Change0 (0%)
Value$1.5M (-$227.0K)
Filed 2026-11-03
Raiffeisen Bank International AG
DECREASED
Shares123,398 from 131,098
Change-7,700 (-6%)
Value$1.5M (-$320.2K)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares122,443 from 132,333
Change-9,890 (-7%)
Value$1.5M (-$362.0K)
Filed 2026-10-26
Generali Asset Management SPA SGR
DECREASED
Shares121,967 from 139,927
Change-17,960 (-13%)
Value$1.5M (-$474.1K)
Filed 2026-10-26
Cidel Asset Management Inc
INCREASED
Shares121,708 from 120,606
Change+1,102 (+1%)
Value$1.5M (-$208.6K)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares120,927 from 114,071
Change+6,856 (+6%)
Value$1.5M (-$127.2K)
Filed 2026-10-08
Landmark Wealth Management, LLC
UNCHANGED
Shares120,527 from 120,527
Change0 (0%)
Value$1.5M (-$221.8K)
Filed 2026-11-03
Cookson Peirce & Co Inc
INCREASED
Shares120,419 from 106,595
Change+13,824 (+13%)
Value$1.5M (-$29.4K)
Filed 2026-10-30
Fisher Asset Management, LLC
INCREASED
Shares119,358 from 102,062
Change+17,296 (+17%)
Value$1.4M (+$20.8K)
Filed 2026-11-06
Angeles Wealth Management, LLC
DECREASED
Shares117,615 from 118,758
Change-1,143 (-1%)
Value$1.4M (-$232.3K)
Filed 2026-10-26
Vista Investment Partners II, LLC
INCREASED
Shares117,501 from 116,441
Change+1,060 (+1%)
Value$1.4M (-$201.5K)
Filed 2026-10-15
GAM Holding AG
DECREASED
Shares116,986 from 120,614
Change-3,628 (-3%)
Value$1.4M (-$265.7K)
Filed 2026-11-03
Manske Wealth Management
INCREASED
Shares111,959 from 111,796
Change+163 (+0%)
Value$1.4M (-$203.7K)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares111,541 from 105,993
Change+5,548 (+5%)
Value$1.3M (-$128.1K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares110,826 from 92,518
Change+18,308 (+20%)
Value$1.3M (+$50.6K)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares110,542 from 105,358
Change+5,184 (+5%)
Value$1.4M (-$185.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares110,542 from 105,358
Change+5,184 (+5%)
Value$1.4M (-$185.9K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares110,318 from 101,575
Change+8,743 (+9%)
Value$1.3M (-$81.5K)
Filed 2026-11-03
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares110,000 from 87,000
Change+23,000 (+26%)
Value$1.3M (+$117.3K)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares109,833 from 47,602
Change+62,231 (+131%)
Value$1.3M (+$662.3K)
Filed 2026-10-20
McKinney Capital Management, LLC
INCREASED
Shares107,258 from 100,108
Change+7,150 (+7%)
Value$1.3M (-$98.0K)
Filed 2026-11-06
Archer Investment Corp
INCREASED
Shares107,249 from 107,095
Change+154 (+0%)
Value$1.3M (-$195.2K)
Filed 2026-11-05
E. Ohman J:or Asset Management AB
UNCHANGED
Shares106,538 from 106,538
Change0 (0%)
Value$1.3M (-$196.0K)
Filed 2026-10-22
Ethic Inc.
INCREASED
Shares104,362 from 86,477
Change+17,885 (+21%)
Value$1.3M (+$56.6K)
Filed 2026-11-03
Applied Finance Capital Management, LLC
DECREASED
Shares104,309 from 120,515
Change-16,206 (-13%)
Value$1.3M (-$417.2K)
Filed 2026-11-03
Michels Family Financial, LLC
DECREASED
Shares103,796 from 104,950
Change-1,154 (-1%)
Value$1.3M (-$207.0K)
Filed 2026-11-02
Ritholtz Wealth Management
DECREASED
Shares103,656 from 165,839
Change-62,183 (-37%)
Value$1.3M (-$1.1M)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares102,871 from 83,895
Change+18,976 (+23%)
Value$1.2M (+$74.4K)
Filed 2026-11-06
Securian Asset Management, Inc
DECREASED
Shares101,739 from 104,002
Change-2,263 (-2%)
Value$1.2M (-$253.0K)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares101,315 from 100,503
Change+812 (+1%)
Value$1.2M (-$175.1K)
Filed 2026-10-08
OpenArc Corporate Advisory, LLC
INCREASED
Shares98,054 from 76,644
Change+21,410 (+28%)
Value$1.2M (+$117.2K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares96,924 from 79,930
Change+16,994 (+21%)
Value$1.2M (+$98.3K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
DECREASED
Shares96,688 from 101,423
Change-4,735 (-5%)
Value$1.2M (-$243.7K)
Filed 2026-10-08
Venture Visionary Partners LLC
INCREASED
Shares95,540 from 93,987
Change+1,553 (+2%)
Value$1.2M (-$154.2K)
Filed 2026-10-07
V-Square Quantitative Management LLC
INCREASED
Shares95,500 from 91,520
Change+3,980 (+4%)
Value$1.2M (-$120.4K)
Filed 2026-10-15
Quadrant Capital Group LLC
DECREASED
Shares94,833 from 97,801
Change-2,968 (-3%)
Value$1.1M (-$212.0K)
Filed 2026-10-20
VCI Wealth Management LLC
NEW
Shares93,729
Change+93,729
Value$1.1M
Filed 2026-10-29
Blue Water Asset Management
INCREASED
Shares93,188 from 91,522
Change+1,666 (+2%)
Value$1.1M (-$148.3K)
Filed 2026-11-04
Investors Asset Management of Georgia Inc
DECREASED
Shares92,934 from 94,624
Change-1,690 (-2%)
Value$1.1M (-$194.5K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares91,300 from 73,563
Change+17,737 (+24%)
Value$1.1M (+$78.6K)
Filed 2026-10-16
Citizens Financial Group Inc
INCREASED
Shares91,039 from 47,614
Change+43,425 (+91%)
Value$1.1M (+$436.1K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
INCREASED
Shares88,915 from 71,869
Change+17,046 (+24%)
Value$1.1M (+$73.3K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares86,780 from 107,196
Change-20,416 (-19%)
Value$1.0M (-$443.5K)
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares85,897 from 74,266
Change+11,631 (+16%)
Value$1.0M (+$3.6K)
Filed 2026-10-28
Meridian Wealth Management, LLC
INCREASED
Shares84,244 from 84,054
Change+190 (+0%)
Value$1.0M (-$152.4K)
Filed 2026-11-05
Vista Investment Partners LLC
INCREASED
Shares82,388 from 53,542
Change+28,846 (+54%)
Value$993.6K (+$249.4K)
Filed 2026-10-08
First Citizens Bank & Trust Co
INCREASED
Shares80,574 from 37,052
Change+43,522 (+117%)
Value$971.7K (+$456.7K)
Filed 2026-10-14
Lebenthal Global Advisors, LLC
INCREASED
Shares79,986 from 52,484
Change+27,502 (+52%)
Value$964.6K (+$235.1K)
Filed 2026-10-28
Centennial Wealth Advisory LLC
INCREASED
Shares79,976 from 65,521
Change+14,455 (+22%)
Value$964.5K (+$53.8K)
Filed 2026-10-16
Harbor Capital Advisors, Inc.
INCREASED
Shares79,862 from 79,523
Change+339 (+0%)
Value$963.0K (-$142.0K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares79,669 from 77,386
Change+2,283 (+3%)
Value$960.8K (-$114.9K)
Filed 2026-10-13
Hedges Asset Management LLC
DECREASED
Shares78,900 from 86,400
Change-7,500 (-9%)
Value$951.5K (-$249.4K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares78,234 from 86,999
Change-8,765 (-10%)
Value$943.5K (-$265.8K)
Filed 2026-10-21
Convergence Financial, LLC
NEW
Shares78,008
Change+78,008
Value$940.8K
Filed 2026-10-27
Tema Etfs LLC
INCREASED
Shares77,619 from 61,455
Change+16,164 (+26%)
Value$936.1K (+$81.9K)
Filed 2026-10-16
San Luis Wealth Advisors LLC
DECREASED
Shares76,934 from 77,013
Change-79 (0%)
Value$927.8K (-$142.7K)
Filed 2026-10-27
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares76,391 from 80,498
Change-4,107 (-5%)
Value$921.3K (-$197.6K)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares75,518 from 43,143
Change+32,375 (+75%)
Value$910.7K (+$311.1K)
Filed 2026-10-28
ERn Financial, LLC
INCREASED
Shares74,280 from 38,959
Change+35,321 (+91%)
Value$895.8K (+$354.3K)
Filed 2026-10-28
Arvest Investments, Inc.
DECREASED
Shares74,077 from 75,007
Change-930 (-1%)
Value$893.4K (-$149.2K)
Filed 2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares73,634 from 73,204
Change+430 (+1%)
Value$905.7K (-$120.6K)
Filed 2026-10-29
Leisure Capital Management
INCREASED
Shares73,250 from 72,865
Change+385 (+1%)
Value$883.4K (-$129.4K)
Filed 2026-11-03
Leonteq Securities AG
INCREASED
Shares73,126 from 19,099
Change+54,027 (+283%)
Value$881.9K (+$616.4K)
Filed 2026-10-29
Nations Financial Group Inc,
DECREASED
Shares71,467 from 106,847
Change-35,380 (-33%)
Value$861.9K (-$623.3K)
Filed 2026-11-05
Capital Asset Advisory Services LLC
INCREASED
Shares71,436 from 25,370
Change+46,066 (+182%)
Value$854.7K (+$502.1K)
Filed 2026-10-30
Greg Jennings, LLC
NEW
Shares71,313
Change+71,313
Value$860.0K
Filed 2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares71,050 from 70,100
Change+950 (+1%)
Value$856.9K (-$117.5K)
Filed 2026-10-21
Hilltop National Bank
DECREASED
Shares70,852 from 79,786
Change-8,934 (-11%)
Value$854.5K (-$254.6K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares69,645 from 72,298
Change-2,653 (-4%)
Value$839.9K (-$165.0K)
Filed 2026-11-03
CenterBook Partners LP
DECREASED
Shares68,481 from 84,586
Change-16,105 (-19%)
Value$825.9K (-$349.9K)
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares68,125 from 49,208
Change+18,917 (+38%)
Value$821.6K (+$137.6K)
Filed 2026-11-03
SFE Investment Counsel
DECREASED
Shares67,840 from 76,210
Change-8,370 (-11%)
Value$818.2K (-$241.2K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares67,351 from 74,798
Change-7,447 (-10%)
Value$812.3K (-$227.4K)
Filed 2026-10-23
Exchange Traded Concepts, LLC
DECREASED
Shares66,122 from 487,165
Change-421,043 (-86%)
Value$797.4K (-$6.0M)
Filed 2026-10-28
Capital Investment Advisors, LLC
INCREASED
Shares65,957 from 65,093
Change+864 (+1%)
Value$795.4K (-$109.4K)
Filed 2026-10-22
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares65,732 from 57,896
Change+7,836 (+14%)
Value$792.7K (-$12.0K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares65,607 from 62,949
Change+2,658 (+4%)
Value$791.2K (-$83.8K)
Filed 2026-10-22
Paragon Private Wealth Management, LLC
INCREASED
Shares64,638 from 48,293
Change+16,345 (+34%)
Value$779.5K (+$108.3K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares64,608 from 62,967
Change+1,641 (+3%)
Value$779.2K (-$96.1K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares64,310 from 57,800
Change+6,510 (+11%)
Value$775.6K (-$27.8K)
Filed 2026-10-29
Greenleaf Trust
DECREASED
Shares63,879 from 70,679
Change-6,800 (-10%)
Value$770.4K (-$212.1K)
Filed 2026-10-29
Mather Group, Llc.
INCREASED
Shares63,414 from 20,796
Change+42,618 (+205%)
Value$764.8K (+$475.7K)
Filed 2026-10-14
Norris Perne & French LLP
DECREASED
Shares63,379 from 68,025
Change-4,646 (-7%)
Value$764.4K (-$181.2K)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares63,284 from 63,030
Change+254 (+0%)
Value$763.2K (-$112.9K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares63,202 from 63,184
Change+18 (+0%)
Value$762.2K (-$116.0K)
Filed 2026-10-13
Hamilton Capital, LLC
INCREASED
Shares62,354 from 61,981
Change+373 (+1%)
Value$752.0K (-$109.5K)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares61,669 from 55,140
Change+6,529 (+12%)
Value$743.7K (-$22.7K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares61,032 from 61,920
Change-888 (-1%)
Value$736.0K (-$124.6K)
Filed 2026-11-03
Burford Brothers, Inc.
INCREASED
Shares60,903 from 60,533
Change+370 (+1%)
Value$734.5K (-$106.9K)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares60,324 from 712,125
Change-651,801 (-92%)
Value$727.5K (-$9.2M)
Filed 2026-10-27
FAI Advisors, Inc.
DECREASED
Shares60,069 from 61,014
Change-945 (-2%)
Value$724.4K (-$123.7K)
Filed 2026-10-27
Foguth Wealth Management, Llc.
INCREASED
Shares58,621 from 54,077
Change+4,544 (+8%)
Value$728.7K (-$27.9K)
Filed 2026-10-19
Center for Financial Planning, Inc.
INCREASED
Shares57,739 from 53,907
Change+3,832 (+7%)
Value$696.3K (-$53.0K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
DECREASED
Shares57,553 from 57,618
Change-65 (0%)
Value$694.1K (-$106.8K)
Filed 2026-11-04
Level Four Advisory Services, LLC
INCREASED
Shares57,473 from 54,577
Change+2,896 (+5%)
Value$693.1K (-$65.5K)
Filed 2026-11-06
Frank, Rimerman Advisors LLC
DECREASED
Shares56,996 from 57,493
Change-497 (-1%)
Value$687.4K (-$111.8K)
Filed 2026-10-16
Breakwater Capital Group
DECREASED
Shares56,336 from 56,624
Change-288 (-1%)
Value$679.4K (-$107.7K)
Filed 2026-10-09
TopTier Wealth Management, LLC
NEW
Shares55,703
Change+55,703
Value$671.8K
Filed 2026-10-16
Florida Trust Wealth Management Co
INCREASED
Shares55,388 from 52,123
Change+3,265 (+6%)
Value$668.0K (-$56.5K)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares54,584 from 55,571
Change-987 (-2%)
Value$658.3K (-$114.2K)
Filed 2026-11-05
Cypress Wealth Services, LLC
INCREASED
Shares54,337 from 54,246
Change+91 (+0%)
Value$667.3K (-$86.8K)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED
Shares54,307 from 53,404
Change+903 (+2%)
Value$654.9K (-$87.4K)
Filed 2026-10-14
Finer Wealth Management, Inc.
INCREASED
Shares52,752 from 21,355
Change+31,397 (+147%)
Value$636.2K (+$339.4K)
Filed 2026-10-16
Indivisible Partners
INCREASED
Shares52,700 from 17,426
Change+35,274 (+202%)
Value$635.6K (+$393.3K)
Filed 2026-10-26
M Holdings Securities, Inc.
NEW
Shares52,634
Change+52,634
Value$659
Filed 2026-11-03
ANB Bank
DECREASED
Shares52,271 from 53,401
Change-1,130 (-2%)
Value$630.4K (-$111.9K)
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
INCREASED
Shares52,216 from 51,713
Change+503 (+1%)
Value$629.7K (-$89.1K)
Filed 2026-11-05
Lazari Capital Management, Inc.
DECREASED
Shares51,875 from 52,022
Change-147 (0%)
Value$625.6K (-$97.5K)
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares51,546 from 53,694
Change-2,148 (-4%)
Value$621.6K (-$124.7K)
Filed 2026-10-21
Focus Financial Network, Inc.
DECREASED
Shares51,108 from 51,411
Change-303 (-1%)
Value$616.4K (-$98.2K)
Filed 2026-10-14
Holos Integrated Wealth LLC
UNCHANGED
Shares50,790 from 50,790
Change0 (0%)
Value$618.6K (-$70.1K)
Filed 2026-10-23
Investment Research Partners LLC
INCREASED
Shares50,768 from 45,319
Change+5,449 (+12%)
Value$612.3K (-$17.7K)
Filed 2026-10-19
Profund Advisors LLC
INCREASED
Shares50,299 from 49,483
Change+816 (+2%)
Value$606.6K (-$81.2K)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares50,067 from 49,549
Change+518 (+1%)
Value$603.8K (-$84.9K)
Filed 2026-10-23
Ergawealth Advisors, Inc.
UNCHANGED
Shares50,033 from 50,033
Change0 (0%)
Value$603.4K (-$92.1K)
Filed 2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED
Shares49,784 from 49,784
Change0 (0%)
Value$692.0K ($0)
Filed 2026-10-13
Annex Advisory Services, LLC
INCREASED
Shares49,673 from 44,042
Change+5,631 (+13%)
Value$599.1K (-$13.1K)
Filed 2026-10-16
Eastern Bank
INCREASED
Shares48,998 from 46,891
Change+2,107 (+4%)
Value$590.9K (-$60.9K)
Filed 2026-10-05
Texas Bank & Trust Co
UNCHANGED
Shares48,825 from 48,825
Change0 (0%)
Value$588.8K (-$89.8K)
Filed 2026-11-04
Occidental Asset Management, LLC
INCREASED
Shares48,501 from 48,361
Change+140 (+0%)
Value$584.9K (-$87.3K)
Filed 2026-11-05
CWA Asset Management Group, LLC
INCREASED
Shares48,151 from 44,609
Change+3,542 (+8%)
Value$580.7K (-$39.4K)
Filed 2026-10-19
Assetmark, Inc
DECREASED
Shares47,987 from 48,861
Change-874 (-2%)
Value$578.7K (-$100.5K)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares47,827 from 48,959
Change-1,132 (-2%)
Value$576.8K (-$103.7K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
INCREASED
Shares47,720 from 47,500
Change+220 (+0%)
Value$575.5K (-$100.4K)
Filed 2026-11-02
Fiduciary Alliance LLC
INCREASED
Shares47,176 from 43,978
Change+3,198 (+7%)
Value$568.9K (-$42.4K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
INCREASED
Shares46,761 from 46,582
Change+179 (+0%)
Value$563.9K (-$83.6K)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares46,682 from 50,633
Change-3,951 (-8%)
Value$563.0K (-$140.8K)
Filed 2026-11-04
Trust Asset Management LLC
UNCHANGED
Shares46,668 from 46,668
Change0 (0%)
Value$562.8K (-$85.9K)
Filed 2026-11-03
Atlas Brown,Inc.
DECREASED
Shares46,520 from 47,486
Change-966 (-2%)
Value$561.0K (-$99.0K)
Filed 2026-10-09
Davenport & Co LLC
INCREASED
Shares45,763 from 33,856
Change+11,907 (+35%)
Value$551.9K (+$81.3K)
Filed 2026-10-14
First Merchants Corp
INCREASED
Shares45,756 from 45,724
Change+32 (+0%)
Value$551.8K (-$83.7K)
Filed 2026-10-15
Canton Hathaway, LLC
INCREASED
Shares45,704 from 45,698
Change+6 (+0%)
Value$551.2K (-$84.0K)
Filed 2026-10-23
CrossGen Wealth, LLC
INCREASED
Shares45,534 from 45,050
Change+484 (+1%)
Value$549.1K (-$77.1K)
Filed 2026-10-30
Triad Wealth Partners, LLC
DECREASED
Shares45,235 from 46,297
Change-1,062 (-2%)
Value$545.5K (-$122.5K)
Filed 2026-10-26
Burney Co/
INCREASED
Shares44,984 from 41,791
Change+3,193 (+8%)
Value$542.5K (-$38.4K)
Filed 2026-10-15
71 West Capital Partners
INCREASED
Shares44,780 from 44,324
Change+456 (+1%)
Value$540.0K (-$76.1K)
Filed 2026-11-04
Generali Investments, Management Co LLC
INCREASED
Shares44,703 from 22,830
Change+21,873 (+96%)
Value$539.1K (+$221.8K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
INCREASED
Shares44,361 from 42,839
Change+1,522 (+4%)
Value$535.0K (-$60.5K)
Filed 2026-10-23
Forteris Wealth Management Inc.
DECREASED
Shares44,238 from 46,240
Change-2,002 (-4%)
Value$533.5K (-$109.2K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares43,994 from 43,419
Change+575 (+1%)
Value$530.6K (-$73.0K)
Filed 2026-10-16
Aull & Monroe Investment Management Corp
UNCHANGED
Shares43,850 from 43,850
Change0 (0%)
Value$528.8K (-$80.7K)
Filed 2026-10-16
Jacobi Capital Management LLC
DECREASED
Shares43,776 from 43,986
Change-210 (0%)
Value$527.9K (-$83.5K)
Filed 2026-11-05
Aprio Wealth Management, LLC
INCREASED
Shares43,652 from 37,293
Change+6,359 (+17%)
Value$526.4K (+$8.1K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
DECREASED
Shares43,484 from 43,521
Change-37 (0%)
Value$524.4K (-$80.5K)
Filed 2026-11-06
Evergreen Capital Management LLC
DECREASED
Shares43,405 from 59,520
Change-16,115 (-27%)
Value$523.5K (-$303.9K)
Filed 2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares43,158 from 32,728
Change+10,430 (+32%)
Value$520.5K (+$65.6K)
Filed 2026-10-27
M.E. Allison & Co., Inc.
DECREASED
Shares42,991 from 44,990
Change-1,999 (-4%)
Value$518.5K (-$106.9K)
Filed 2026-10-09
Secure Asset Management, LLC
DECREASED
Shares42,691 from 44,355
Change-1,664 (-4%)
Value$514.9K (-$101.7K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED
Shares42,634 from 42,982
Change-348 (-1%)
Value$514.2K (-$83.3K)
Filed 2026-10-23
Park National Corp
DECREASED
Shares41,756 from 43,607
Change-1,851 (-4%)
Value$503.6K (-$102.6K)
Filed 2026-10-05
Wedmont Private Capital
INCREASED
Shares41,716 from 39,966
Change+1,750 (+4%)
Value$511.0K (-$48.5K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
DECREASED
Shares41,517 from 70,630
Change-29,113 (-41%)
Value$481.6K (-$517.8K)
Filed 2026-10-27
SkyOak Wealth, LLC
INCREASED
Shares41,430 from 41,428
Change+2 (0%)
Value$499.6K (-$76.2K)
Filed 2026-10-28
Kathmere Capital Management, LLC
INCREASED
Shares41,411 from 38,313
Change+3,098 (+8%)
Value$499.4K (-$33.1K)
Filed 2026-10-20
Portfolio Design Labs, LLC
INCREASED
Shares41,037 from 40,593
Change+444 (+1%)
Value$494.9K (-$69.3K)
Filed 2026-11-04
Pines Wealth Management, LLC
UNCHANGED
Shares40,955 from 40,955
Change0 (0%)
Value$493.9K (-$75.4K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares40,912 from 40,588
Change+324 (+1%)
Value$493.0K (-$71.0K)
Filed 2026-10-22
Searle & Co.
DECREASED
Shares40,833 from 46,622
Change-5,789 (-12%)
Value$492.4K (-$155.6K)
Filed 2026-11-04
J. Safra Sarasin Holding AG
INCREASED
Shares40,726 from 12,551
Change+28,175 (+224%)
Value$491.2K (+$316.6K)
Filed 2026-10-26
Gryphon Financial Partners LLC
INCREASED
Shares40,686 from 39,983
Change+703 (+2%)
Value$490.7K (-$65.1K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares40,378 from 35,339
Change+5,039 (+14%)
Value$487.0K (-$8.5K)
Filed 2026-10-13
Bernicke Wealth Management, Ltd.
INCREASED
Shares40,216 from 39,789
Change+427 (+1%)
Value$485.0K (-$68.1K)
Filed 2026-11-06
Stockman Wealth Management, Inc.
UNCHANGED
Shares40,177 from 40,177
Change0 (0%)
Value$484.5K (-$73.9K)
Filed 2026-10-27
Premier Path Wealth Partners, LLC
DECREASED
Shares39,971 from 40,083
Change-112 (0%)
Value$482.0K (-$75.1K)
Filed 2026-10-16
Southern Financial Group, LLC
INCREASED
Shares39,727 from 36,871
Change+2,856 (+8%)
Value$479.1K (-$33.4K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED
Shares39,686 from 40,879
Change-1,193 (-3%)
Value$478.6K (-$89.6K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
DECREASED
Shares39,159 from 39,160
Change-1 (0%)
Value$472.3K (-$72.1K)
Filed 2026-10-26
Future Financial Wealth Managment LLC
INCREASED
Shares39,137 from 38,992
Change+145 (+0%)
Value$472.0K (-$79.7K)
Filed 2026-10-15
Deseret Mutual Benefit Administrators
DECREASED
Shares39,016 from 41,147
Change-2,131 (-5%)
Value$470.5K (-$101.4K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED
Shares38,939 from 55,534
Change-16,595 (-30%)
Value$469.6K (-$301.6K)
Filed 2026-10-13
Directional Asset Management
NEW
Shares38,667
Change+38,667
Value$466.3K
Filed 2026-10-22
Brown, Lisle Ings, Inc.
INCREASED
Shares38,257 from 37,957
Change+300 (+1%)
Value$461.4K (-$66.2K)
Filed 2026-10-16
Carnegie Investment Counsel
DECREASED
Shares38,249 from 38,405
Change-156 (0%)
Value$461.3K (-$72.5K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares37,876 from 30,452
Change+7,424 (+24%)
Value$456.8K (+$33.5K)
Filed 2026-10-08
Trust Point Inc.
INCREASED
Shares37,101 from 31,259
Change+5,842 (+19%)
Value$447.4K (+$12.9K)
Filed 2026-10-27
Machina Capital S.A.S.
INCREASED
Shares36,822 from 36,310
Change+512 (+1%)
Value$444.1K (-$60.6K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
INCREASED
Shares36,799 from 36,045
Change+754 (+2%)
Value$443.8K (-$57.2K)
Filed 2026-10-15
Diversified Trust Co
INCREASED
Shares36,729 from 25,642
Change+11,087 (+43%)
Value$443.0K (+$86.5K)
Filed 2026-11-06
Arbor Wealth Advisors LLC
DECREASED
Shares36,719 from 37,219
Change-500 (-1%)
Value$442.8K (-$74.5K)
Filed 2026-10-09
Moors & Cabot, Inc.
DECREASED
Shares36,665 from 39,843
Change-3,178 (-8%)
Value$442.2K (-$111.6K)
Filed 2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares36,568 from 31,236
Change+5,332 (+17%)
Value$441.0K (+$6.8K)
Filed 2026-10-22
Cigna Investments Inc
DECREASED
Shares36,516 from 37,013
Change-497 (-1%)
Value$440.0K (-$75.0K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
DECREASED
Shares36,280 from 65,569
Change-29,289 (-45%)
Value$437.5K (-$473.9K)
Filed 2026-10-26
RKL Wealth Management LLC
INCREASED
Shares36,049 from 34,510
Change+1,539 (+4%)
Value$434.8K (-$44.9K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares35,994 from 29,576
Change+6,418 (+22%)
Value$434.1K (+$23.0K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares35,909 from 41,541
Change-5,632 (-14%)
Value$433.1K (-$144.4K)
Filed 2026-10-15
McKinley Carter Wealth Services, Inc.
INCREASED
Shares35,818 from 35,432
Change+386 (+1%)
Value$432.0K (-$60.5K)
Filed 2026-10-16
Virtue Capital Management, LLC
NEW
Shares35,763
Change+35,763
Value$431.3K
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares35,686 from 34,496
Change+1,190 (+3%)
Value$430.4K (-$49.1K)
Filed 2026-10-22
Independence Bank of Kentucky
UNCHANGED
Shares35,630 from 35,630
Change0 (0%)
Value$429.7K (-$65.6K)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares35,604 from 28,575
Change+7,029 (+25%)
Value$429.4K (+$32.2K)
Filed 2026-10-30
Alliance Wealth Advisors, LLC
DECREASED
Shares35,593 from 36,093
Change-500 (-1%)
Value$429.3K (-$72.4K)
Filed 2026-10-14
Teza Capital Management LLC
NEW
Shares35,438
Change+35,438
Value$427.4K
Filed 2026-10-23
World Equity Group, Inc.
DECREASED
Shares34,994 from 52,869
Change-17,875 (-34%)
Value$422.0K (-$312.9K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares34,937 from 22,461
Change+12,476 (+56%)
Value$421.3K (+$109.1K)
Filed 2026-10-27
Plancorp, LLC
INCREASED
Shares34,917 from 26,216
Change+8,701 (+33%)
Value$427.7K (+$64.6K)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares34,690 from 33,877
Change+813 (+2%)
Value$416.3K (-$54.6K)
Filed 2026-10-13
Aaron Wealth Advisors LLC
INCREASED
Shares34,513 from 33,646
Change+867 (+3%)
Value$416.2K (-$51.5K)
Filed 2026-10-13
HBK Sorce Advisory LLC
DECREASED
Shares34,465 from 36,871
Change-2,406 (-7%)
Value$431.8K (-$89.1K)
Filed 2026-11-06
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares34,448 from 34,438
Change+10 (+0%)
Value$415.4K (-$63.2K)
Filed 2026-10-08
Curated Wealth Partners LLC
INCREASED
Shares34,371 from 27,737
Change+6,634 (+24%)
Value$414.5K (+$29.0K)
Filed 2026-10-15
MBL Wealth, LLC
NEW
Shares33,741
Change+33,741
Value$406.9K
Filed 2026-10-22
Commerce Advisors, LLC
DECREASED
Shares33,736 from 35,053
Change-1,317 (-4%)
Value$406.9K (-$80.4K)
Filed 2026-10-19
BOS Asset Management, LLC
DECREASED
Shares33,383 from 33,397
Change-14 (0%)
Value$402.6K (-$61.6K)
Filed 2026-10-09
Independent Solutions Wealth Management, LLC
DECREASED
Shares33,380 from 35,307
Change-1,927 (-5%)
Value$402.6K (-$88.2K)
Filed 2026-10-28
Busey Bank
INCREASED
Shares33,377 from 33,346
Change+31 (+0%)
Value$402.5K (-$61.0K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares33,144 from 33,041
Change+103 (+0%)
Value$399.7K (-$59.6K)
Filed 2026-10-29
True Private Wealth Advisors
INCREASED
Shares33,109 from 32,852
Change+257 (+1%)
Value$399.3K (-$57.3K)
Filed 2026-10-19
MMA Asset Management LLC
DECREASED
Shares33,081 from 37,373
Change-4,292 (-11%)
Value$399.0K (-$120.5K)
Filed 2026-11-02
Kaydan Wealth Management, Inc.
DECREASED
Shares32,811 from 36,775
Change-3,964 (-11%)
Value$395.7K (-$115.5K)
Filed 2026-10-08
Kintegral Advisory, LLC
INCREASED
Shares32,569 from 32,385
Change+184 (+1%)
Value$392.8K (-$57.4K)
Filed 2026-10-16
Naples Global Advisors, LLC
DECREASED
Shares32,530 from 34,111
Change-1,581 (-5%)
Value$392.3K (-$81.8K)
Filed 2026-11-05
Kennedy Investment Group, Inc.
DECREASED
Shares32,395 from 34,689
Change-2,294 (-7%)
Value$390.7K (-$91.5K)
Filed 2026-10-21
Powell Investment Advisors, LLC
INCREASED
Shares32,246 from 32,207
Change+39 (+0%)
Value$388.9K (-$58.8K)
Filed 2026-10-22
William B. Walkup & Associates, Inc.
UNCHANGED
Shares32,225 from 32,225
Change0 (0%)
Value$388.6K (-$59.3K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
INCREASED
Shares32,156 from 30,793
Change+1,363 (+4%)
Value$387.8K (-$40.2K)
Filed 2026-10-27
LVW Advisors, LLC
INCREASED
Shares32,044 from 27,224
Change+4,820 (+18%)
Value$386.5K (+$8.0K)
Filed 2026-10-19
Chiron Capital Management, LLC
DECREASED
Shares31,984 from 33,084
Change-1,100 (-3%)
Value$385.7K (-$74.1K)
Filed 2026-10-15
William Mack & Associates, Inc.
DECREASED
Shares31,579 from 33,874
Change-2,295 (-7%)
Value$380.8K (-$90.0K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares31,356 from 31,332
Change+24 (+0%)
Value$380.0K (-$44.8K)
Filed 2026-10-08
Cooper Financial Group
DECREASED
Shares31,330 from 32,087
Change-757 (-2%)
Value$377.8K (-$68.2K)
Filed 2026-10-07
Acorn Wealth Advisors, LLC
INCREASED
Shares31,227 from 30,767
Change+460 (+2%)
Value$376.6K (-$51.1K)
Filed 2026-10-19
SMH Capital Advisors Inc
DECREASED
Shares31,177 from 31,278
Change-101 (0%)
Value$376.0K (-$58.8K)
Filed 2026-10-29
15 Wealth Advisors LLC
NEW
Shares31,165
Change+31,165
Value$375.9K
Filed 2026-10-14
Simplicity Wealth,LLC
DECREASED
Shares31,009 from 41,805
Change-10,796 (-26%)
Value$374.0K (-$207.1K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares30,959 from 18,888
Change+12,071 (+64%)
Value$373.4K (+$110.8K)
Filed 2026-11-04
Root Financial Partners, LLC
INCREASED
Shares30,727 from 24,785
Change+5,942 (+24%)
Value$370.6K (+$26.1K)
Filed 2026-10-21
Compagnie Lombard Odier SCmA
DECREASED
Shares30,671 from 32,071
Change-1,400 (-4%)
Value$369.9K (-$75.9K)
Filed 2026-11-04
Cohen Investment Advisors LLC
INCREASED
Shares30,513 from 28,821
Change+1,692 (+6%)
Value$368.0K (-$32.6K)
Filed 2026-10-20
Bank & Trust Co
DECREASED
Shares30,417 from 31,665
Change-1,248 (-4%)
Value$366.8K (-$73.3K)
Filed 2026-10-07
Portside Wealth Group, LLC
INCREASED
Shares30,268 from 22,010
Change+8,258 (+38%)
Value$365.0K (+$59.1K)
Filed 2026-10-20
Wealth Advisory Solutions, LLC
INCREASED
Shares30,241 from 29,841
Change+400 (+1%)
Value$364.7K (-$50.1K)
Filed 2026-10-20
State of Wyoming
INCREASED
Shares30,128 from 25,021
Change+5,107 (+20%)
Value$363.3K (+$15.6K)
Filed 2026-10-28
Asset Allocation & Management Company, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$362.0K (+$361.6K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
DECREASED
Shares29,970 from 30,605
Change-635 (-2%)
Value$361.4K (-$64.0K)
Filed 2026-10-21
Moody National Bank Trust Division
INCREASED
Shares29,959 from 29,335
Change+624 (+2%)
Value$361.3K (-$46.5K)
Filed 2026-10-06
Private Trust Co NA
INCREASED
Shares29,953 from 22,290
Change+7,663 (+34%)
Value$361.2K (+$51.4K)
Filed 2026-10-20
Lineweaver Wealth Advisors, LLC
DECREASED
Shares29,888 from 29,933
Change-45 (0%)
Value$360.5K (-$55.6K)
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares29,660 from 41,038
Change-11,378 (-28%)
Value$357.7K (-$212.7K)
Filed 2026-10-14
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares29,652 from 25,719
Change+3,933 (+15%)
Value$357.6K (+$111)
Filed 2026-10-20
HF Advisory Group, LLC
DECREASED
Shares29,648 from 33,174
Change-3,526 (-11%)
Value$357.6K (-$103.6K)
Filed 2026-10-09
Asahi Life Asset Management Co., Ltd.
NEW
Shares29,481
Change+29,481
Value$355.5K
Filed 2026-11-06
Avestar Capital, LLC
INCREASED
Shares29,466 from 26,432
Change+3,034 (+11%)
Value$355.4K (-$12.0K)
Filed 2026-10-28
626 Financial, LLC
DECREASED
Shares29,448 from 30,094
Change-646 (-2%)
Value$355.1K (-$63.2K)
Filed 2026-11-04
Verdence Capital Advisors LLC
DECREASED
Shares29,383 from 30,968
Change-1,585 (-5%)
Value$354.4K (-$76.1K)
Filed 2026-10-26
City State Bank
DECREASED
Shares29,284 from 32,754
Change-3,470 (-11%)
Value$353.2K (-$102.1K)
Filed 2026-10-20
Woodward Diversified Capital, LLC
NEW
Shares29,004
Change+29,004
Value$349.8K
Filed 2026-10-21
Midwest Trust Co
INCREASED
Shares28,842 from 26,153
Change+2,689 (+10%)
Value$347.8K (-$15.7K)
Filed 2026-10-22
Norden Group LLC
INCREASED
Shares28,765 from 28,266
Change+499 (+2%)
Value$346.9K (-$46.0K)
Filed 2026-10-20
JBR Co Financial Management Inc
UNCHANGED
Shares28,692 from 28,692
Change0 (0%)
Value$391.4K (-$7.5K)
Filed 2026-10-13
Herold Advisors, Inc.
INCREASED
Shares28,671 from 27,659
Change+1,012 (+4%)
Value$345.8K (-$37.2K)
Filed 2026-10-19
Heritage Investors Management Corp
UNCHANGED
Shares28,535 from 28,535
Change0 (0%)
Value$344.0K (-$53.0K)
Filed 2026-10-29
Benin Management Corp
DECREASED
Shares28,407 from 28,807
Change-400 (-1%)
Value$342.6K (-$57.8K)
Filed 2026-10-22
Sterling Investment Counsel, LLC
DECREASED
Shares28,348 from 28,449
Change-101 (0%)
Value$341.9K (-$53.6K)
Filed 2026-10-19
Alta Advisers Ltd
INCREASED
Shares28,048 from 16,132
Change+11,916 (+74%)
Value$338.3K (+$114.0K)
Filed 2026-11-02
MCF Advisors LLC
INCREASED
Shares27,931 from 23,168
Change+4,763 (+21%)
Value$336.8K (+$14.8K)
Filed 2026-10-28
Invested Advisors
INCREASED
Shares27,828 from 26,403
Change+1,425 (+5%)
Value$335.6K (-$31.4K)
Filed 2026-10-23
International Private Wealth Advisors LLC
DECREASED
Shares27,646 from 27,967
Change-321 (-1%)
Value$333.4K (-$55.3K)
Filed 2026-11-05
Integrity Advisory Solutions, LLC
DECREASED
Shares27,433 from 28,437
Change-1,004 (-4%)
Value$330.8K (-$64.4K)
Filed 2026-10-29
Barr E S & Co
UNCHANGED
Shares27,375 from 27,375
Change0 (0%)
Value$330.1K (-$50.4K)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares27,363 from 27,138
Change+225 (+1%)
Value$330.0K (-$47.2K)
Filed 2026-10-15
Sky Investment Group LLC
NEW
Shares27,318
Change+27,318
Value$329.5K
Filed 2026-10-30
Parcion Private Wealth LLC
INCREASED
Shares26,685 from 13,500
Change+13,185 (+98%)
Value$321.8K (+$134.2K)
Filed 2026-10-28
J.M. Arbour, LLC
INCREASED
Shares26,501 from 25,148
Change+1,353 (+5%)
Value$319.6K (-$30.0K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED
Shares26,334 from 24,949
Change+1,385 (+6%)
Value$317.6K (-$29.2K)
Filed 2026-11-04
Catalyst Capital Advisors LLC
DECREASED
Shares26,200 from 29,006
Change-2,806 (-10%)
Value$316.0K (-$87.2K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares26,177 from 26,584
Change-407 (-2%)
Value$315.7K (-$53.8K)
Filed 2026-10-08
PFG Advisors
INCREASED
Shares26,169 from 26,118
Change+51 (+0%)
Value$315.6K (-$47.5K)
Filed 2026-10-16
Syverson Strege & Co
INCREASED
Shares26,137 from 25,077
Change+1,060 (+4%)
Value$315.2K (-$33.4K)
Filed 2026-11-02
AMG National Trust Bank
UNCHANGED
Shares26,118 from 26,118
Change0 (0%)
Value$315.0K (-$48.1K)
Filed 2026-11-05
Retirement Planning Group, LLC
INCREASED
Shares26,112 from 16,531
Change+9,581 (+58%)
Value$314.9K (+$85.1K)
Filed 2026-10-19
Miramontes Capital, LLC
INCREASED
Shares26,047 from 23,864
Change+2,183 (+9%)
Value$314.1K (-$17.6K)
Filed 2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares26,000 from 26,000
Change0 (0%)
Value$361.4K ($0)
Filed 2026-10-15
Quadrant Private Wealth Management, LLC
NEW
Shares25,934
Change+25,934
Value$312.8K
Filed 2026-11-04
Iron Financial LLC
DECREASED
Shares25,688 from 27,937
Change-2,249 (-8%)
Value$309.8K (-$78.5K)
Filed 2026-10-23
180 Wealth Advisors, LLC
DECREASED
Shares25,191 from 25,262
Change-71 (0%)
Value$303.8K (-$47.3K)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares24,935 from 18,893
Change+6,042 (+32%)
Value$300.7K (+$38.1K)
Filed 2026-10-22
Impact Capital Partners LLC
NEW
Shares24,809
Change+24,809
Value$299.2K
Filed 2026-10-22
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares24,782 from 25,103
Change-321 (-1%)
Value$298.9K (-$50.1K)
Filed 2026-11-02
Royal Fund Management, LLC
DECREASED
Shares24,708 from 32,059
Change-7,351 (-23%)
Value$300.5K (-$145.1K)
Filed 2026-10-22
Gibbs Wealth Management
INCREASED
Shares24,675 from 24,236
Change+439 (+2%)
Value$297.6K (-$39.3K)
Filed 2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares24,649 from 23,536
Change+1,113 (+5%)
Value$297.3K (-$29.9K)
Filed 2026-10-21
Avior Wealth Management, LLC
DECREASED
Shares24,508 from 24,968
Change-460 (-2%)
Value$295.6K (-$51.5K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares24,406 from 20,879
Change+3,527 (+17%)
Value$294.3K (+$4.1K)
Filed 2026-10-21
Tcfg Investment Advisors, LLC
INCREASED
Shares24,406 from 21,395
Change+3,011 (+14%)
Value$294.3K (-$3.1K)
Filed 2026-10-20
Beacon Financial Advisory LLC
INCREASED
Shares24,353 from 22,948
Change+1,405 (+6%)
Value$293.7K (-$25.3K)
Filed 2026-10-16
Nikulski Financial, Inc.
DECREASED
Shares24,298 from 26,556
Change-2,258 (-8%)
Value$293.0K (-$76.1K)
Filed 2026-11-06
Avantax Planning Partners, Inc.
INCREASED
Shares24,172 from 22,062
Change+2,110 (+10%)
Value$291.5K (-$15.1K)
Filed 2026-11-03
Willow Creek Capital Management, Inc.
UNCHANGED
Shares24,143 from 24,143
Change0 (0%)
Value$335.6K ($0)
Filed 2026-10-16
Diversified Enterprises, LLC
INCREASED
Shares24,135 from 21,300
Change+2,835 (+13%)
Value$291.1K (-$5.0K)
Filed 2026-10-19
Jacksonville Wealth Management, LLC
UNCHANGED
Shares24,108 from 24,108
Change0 (0%)
Value$290.7K (-$44.4K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
INCREASED
Shares24,098 from 23,793
Change+305 (+1%)
Value$290.6K (-$40.1K)
Filed 2026-10-29
Sanders Morris Harris LLC
NEW
Shares24,000
Change+24,000
Value$305.0K
Filed 2026-10-14
StoneX Group Inc.
NEW
Shares23,845
Change+23,845
Value$292.6K
Filed 2026-11-03
Sutton Place Investors LLC
INCREASED
Shares23,738 from 23,655
Change+83 (+0%)
Value$286.3K (-$42.5K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
INCREASED
Shares23,660 from 23,085
Change+575 (+2%)
Value$285.3K (-$35.5K)
Filed 2026-10-15
Family Investment Center, Inc.
DECREASED
Shares23,621 from 23,883
Change-262 (-1%)
Value$284.9K (-$47.1K)
Filed 2026-10-19
White Pine Investment Co
UNCHANGED
Shares23,593 from 23,593
Change0 (0%)
Value$285.0K (-$43.0K)
Filed 2026-10-15
Childress Capital Advisors, LLC
INCREASED
Shares23,520 from 22,205
Change+1,315 (+6%)
Value$283.7K (-$25.0K)
Filed 2026-10-28
Townsend & Associates, Inc
INCREASED
Shares23,399 from 23,396
Change+3 (+0%)
Value$290.9K (-$36.5K)
Filed 2026-10-23
Verus Capital Partners, LLC
INCREASED
Shares23,345 from 15,023
Change+8,322 (+55%)
Value$281.5K (+$72.7K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
INCREASED
Shares23,344 from 20,713
Change+2,631 (+13%)
Value$281.5K (-$6.4K)
Filed 2026-10-05
Wernau Asset Management Inc.
DECREASED
Shares23,327 from 23,805
Change-478 (-2%)
Value$281.3K (-$49.6K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares22,990 from 22,795
Change+195 (+1%)
Value$277.3K (-$39.6K)
Filed 2026-11-03
Claro Advisors Inc.
NEW
Shares22,914
Change+22,914
Value$276.3K
Filed 2026-11-02
Huntleigh Advisors, Inc.
INCREASED
Shares22,907 from 22,807
Change+100 (+0%)
Value$276.3K (-$40.8K)
Filed 2026-11-03
Great Lakes Advisors, LLC
INCREASED
Shares22,903 from 11,857
Change+11,046 (+93%)
Value$276.2K (+$111.4K)
Filed 2026-11-06
Avail Investment Partners, LLC
INCREASED
Shares22,720 from 19,028
Change+3,692 (+19%)
Value$274.0K (+$9.5K)
Filed 2026-10-16
Pinnacle Associates LTD
DECREASED
Shares22,520 from 22,538
Change-18 (0%)
Value$271.6K (-$41.7K)
Filed 2026-10-20
Appleton Partners Inc
UNCHANGED
Shares22,505 from 22,505
Change0 (0%)
Value$271.0K (-$42.0K)
Filed 2026-10-30
SAX Wealth Advisors, LLC
INCREASED
Shares22,292 from 16,991
Change+5,301 (+31%)
Value$268.8K (+$72.8K)
Filed 2026-10-13
Wolverine Asset Management LLC
NEW
Shares22,238
Change+22,238
Value$268.2K
Filed 2026-11-02
Global Assets Advisory, LLC
INCREASED
Shares22,122 from 21,198
Change+924 (+4%)
Value$268.6K (-$23.4K)
Filed 2026-10-28
MQS Management LLC
NEW
Shares22,066
Change+22,066
Value$266.1K
Filed 2026-11-06
Regions Financial Corp
DECREASED
Shares22,042 from 24,168
Change-2,126 (-9%)
Value$265.8K (-$70.1K)
Filed 2026-11-05
Clearwave Capital, LLC
INCREASED
Shares21,967 from 15,884
Change+6,083 (+38%)
Value$264.9K (+$44.1K)
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares21,739 from 10,505
Change+11,234 (+107%)
Value$262.2K (+$116.1K)
Filed 2026-10-20
LexAurum Advisors, LLC
DECREASED
Shares21,739 from 22,690
Change-951 (-4%)
Value$262.2K (-$53.2K)
Filed 2026-10-19
Ignite Planners, LLC
INCREASED
Shares21,449 from 13,202
Change+8,247 (+62%)
Value$258.7K (+$75.2K)
Filed 2026-10-14
Gallacher Capital Management LLC
NEW
Shares21,361
Change+21,361
Value$257.6K
Filed 2026-10-30
Mission Wealth Management, LP
DECREASED
Shares21,250 from 37,571
Change-16,321 (-43%)
Value$256.3K (-$266.0K)
Filed 2026-10-15
Flynn Zito Capital Management, LLC
INCREASED
Shares21,244 from 18,637
Change+2,607 (+14%)
Value$256.2K (-$2.8K)
Filed 2026-11-04
Blueprint Investment Partners LLC
DECREASED
Shares21,203 from 23,233
Change-2,030 (-9%)
Value$255.7K (-$67.2K)
Filed 2026-10-28
Accel Wealth Management
INCREASED
Shares21,193 from 20,993
Change+200 (+1%)
Value$255.6K (-$36.2K)
Filed 2026-10-13
Steele Capital Management, Inc.
UNCHANGED
Shares21,174 from 21,174
Change0 (0%)
Value$255.4K (-$39.0K)
Filed 2026-11-02
Lodestar Private Asset Management LLC
DECREASED
Shares21,140 from 23,543
Change-2,403 (-10%)
Value$255.0K (-$72.3K)
Filed 2026-10-26
R Squared Ltd
NEW
Shares21,100
Change+21,100
Value$254.5K
Filed 2026-11-06
Meriwether Wealth & Planning, LLC
INCREASED
Shares20,991 from 20,405
Change+586 (+3%)
Value$253.2K (-$30.5K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED
Shares20,605 from 24,238
Change-3,633 (-15%)
Value$252.4K (-$77.5K)
Filed 2026-10-13
Cowa, LLC
INCREASED
Shares20,549 from 11,800
Change+8,749 (+74%)
Value$247.8K (+$83.8K)
Filed 2026-10-30
QTR Family Wealth, LLC
INCREASED
Shares20,527 from 19,228
Change+1,299 (+7%)
Value$247.6K (-$19.7K)
Filed 2026-11-02
Encompass Wealth Advisors, LLC
NEW
Shares20,374
Change+20,374
Value$245.7K
Filed 2026-10-15
Fruth Investment Management
UNCHANGED
Shares20,350 from 20,350
Change0 (0%)
Value$245.0K (+$244.7K)
Filed 2026-10-13
Uniting Wealth Partners, LLC
INCREASED
Shares20,305 from 19,705
Change+600 (+3%)
Value$244.9K (-$29.0K)
Filed 2026-11-06
Perpetual Ltd
DECREASED
Shares20,171 from 25,557
Change-5,386 (-21%)
Value$243.3K (-$112.0K)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
INCREASED
Shares20,074 from 17,154
Change+2,920 (+17%)
Value$242.1K (+$3.7K)
Filed 2026-11-02
Retirement Investment Advisors, Inc.
UNCHANGED
Shares19,973 from 19,973
Change0 (0%)
Value$240.9K (-$35.8K)
Filed 2026-10-22
Abacus Planning Group, Inc.
DECREASED
Shares19,898 from 25,695
Change-5,797 (-23%)
Value$240.0K (-$117.2K)
Filed 2026-11-02
CRA Financial Services, LLC
DECREASED
Shares19,805 from 19,873
Change-68 (0%)
Value$238.8K (-$37.4K)
Filed 2026-10-16
Lakeshore Financial Planning, Inc.
DECREASED
Shares19,649 from 19,914
Change-265 (-1%)
Value$237.0K (-$39.9K)
Filed 2026-10-13
Regent Peak Wealth Advisors LLC
INCREASED
Shares19,571 from 19,001
Change+570 (+3%)
Value$236.0K (-$28.1K)
Filed 2026-10-13
Carlson Financial, Inc.
INCREASED
Shares19,533 from 19,524
Change+9 (+0%)
Value$235.6K (-$35.8K)
Filed 2026-11-05
TMB Capital Partners, LLC
INCREASED
Shares19,470 from 19,466
Change+4 (+0%)
Value$234.8K (-$35.8K)
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares19,389 from 23,659
Change-4,270 (-18%)
Value$239.6K (-$114.3K)
Filed 2026-11-02
Brady Martz Wealth Solutions, LLC
INCREASED
Shares19,382 from 19,345
Change+37 (+0%)
Value$233.7K (-$35.2K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares19,286 from 16,335
Change+2,951 (+18%)
Value$232.6K (+$5.5K)
Filed 2026-10-13
Richardson Financial Services Inc.
DECREASED
Shares19,275 from 19,685
Change-410 (-2%)
Value$232.5K (-$41.2K)
Filed 2026-10-30
First Command Advisory Services, Inc.
INCREASED
Shares19,117 from 10,546
Change+8,571 (+81%)
Value$230.6K (+$84.0K)
Filed 2026-11-05
Clearstead Trust, LLC
INCREASED
Shares18,987 from 18,866
Change+121 (+1%)
Value$229.0K (-$33.2K)
Filed 2026-11-06
Optima Capital LLC
INCREASED
Shares18,881 from 18,739
Change+142 (+1%)
Value$227.7K (-$32.8K)
Filed 2026-10-29
Baker Avenue Asset Management, LP
INCREASED
Shares18,876 from 11,462
Change+7,414 (+65%)
Value$227.6K (+$68.3K)
Filed 2026-11-06
Alchemi Wealth, LLC
INCREASED
Shares18,840 from 17,997
Change+843 (+5%)
Value$227.2K (-$23.0K)
Filed 2026-11-04
Garde Capital, Inc.
DECREASED
Shares18,807 from 25,046
Change-6,239 (-25%)
Value$226.8K (-$121.3K)
Filed 2026-10-29
Modera Wealth Management, LLC
INCREASED
Shares18,513 from 18,494
Change+19 (+0%)
Value$223.3K (-$33.8K)
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares18,452 from 18,452
Change0 (0%)
Value$222.5K (-$34.0K)
Filed 2026-10-23
AlphaCentric Advisors LLC
INCREASED
Shares18,401 from 17,349
Change+1,052 (+6%)
Value$221.9K (-$19.2K)
Filed 2026-11-03
Manchester Financial Inc
DECREASED
Shares18,391 from 18,746
Change-355 (-2%)
Value$221.8K (-$38.8K)
Filed 2026-10-15
Liberty Capital Management, Inc.
UNCHANGED
Shares18,368 from 18,368
Change0 (0%)
Value$221.5K (-$33.8K)
Filed 2026-11-02
Eddie Patel Inc
INCREASED
Shares18,198 from 15,021
Change+3,177 (+21%)
Value$219.5K (+$10.7K)
Filed 2026-11-02
Firethorn Wealth Partners, LLC
INCREASED
Shares18,170 from 17,250
Change+920 (+5%)
Value$219.1K (-$20.6K)
Filed 2026-10-14
Purus Wealth Management, LLC
INCREASED
Shares18,170 from 18,108
Change+62 (+0%)
Value$219.1K (-$32.6K)
Filed 2026-10-15
North Forty Two & Co.
UNCHANGED
Shares18,128 from 18,128
Change0 (0%)
Value$218.6K (-$33.4K)
Filed 2026-10-19
Central Pacific Bank - Trust Division
INCREASED
Shares18,033 from 8,183
Change+9,850 (+120%)
Value$217.5K (+$103.7K)
Filed 2026-10-06
UMB Bank, n.a.
DECREASED
Shares18,018 from 18,354
Change-336 (-2%)
Value$217.3K (-$37.8K)
Filed 2026-11-06
Romano Brothers and Company
NEW
Shares18,000
Change+18,000
Value$217.1K
Filed 2026-10-22
PDS Planning, Inc
INCREASED
Shares17,910 from 16,176
Change+1,734 (+11%)
Value$216.0K (-$8.9K)
Filed 2026-11-03
Reik & Co., LLC
UNCHANGED
Shares17,819 from 17,819
Change0 (0%)
Value$214.9K (-$32.8K)
Filed 2026-10-27
Winch Advisory Services, LLC
DECREASED
Shares17,742 from 18,138
Change-396 (-2%)
Value$214.0K (-$38.2K)
Filed 2026-11-06
SmartHarvest Portfolios, LLC
DECREASED
Shares17,542 from 22,706
Change-5,164 (-23%)
Value$211.6K (-$104.1K)
Filed 2026-10-26
McGlone Suttner Wealth Management, Inc.
NEW
Shares17,526
Change+17,526
Value$211.4K
Filed 2026-10-13
Axiom Investment Management LLC
INCREASED
Shares17,468 from 13,407
Change+4,061 (+30%)
Value$210.7K (+$24.3K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
INCREASED
Shares17,376 from 17,332
Change+44 (+0%)
Value$209.6K (-$31.4K)
Filed 2026-10-09
Lincoln Capital Corp
INCREASED
Shares17,289 from 17,132
Change+157 (+1%)
Value$208.5K (-$29.6K)
Filed 2026-10-13
HCR Wealth Advisors
DECREASED
Shares17,231 from 18,169
Change-938 (-5%)
Value$207.8K (-$44.7K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares17,204 from 18,236
Change-1,032 (-6%)
Value$207.5K (-$46.0K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares17,149 from 3,043
Change+14,106 (+464%)
Value$206.8K (+$164.5K)
Filed 2026-11-05
Latitude Advisors, LLC
INCREASED
Shares17,131 from 16,907
Change+224 (+1%)
Value$206.6K (-$28.4K)
Filed 2026-10-27
Advisor OS, LLC
INCREASED
Shares17,129 from 13,940
Change+3,189 (+23%)
Value$206.6K (+$12.8K)
Filed 2026-11-03
Integrated Advisors Network LLC
INCREASED
Shares17,064 from 14,415
Change+2,649 (+18%)
Value$205.8K (+$5.4K)
Filed 2026-10-20
Raleigh Capital Management Inc.
INCREASED
Shares16,967 from 117
Change+16,850 (+14402%)
Value$204.6K (+$203.0K)
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares16,513 from 15,586
Change+927 (+6%)
Value$199.1K (-$20.1K)
Filed 2026-10-30
Colonial River Investments, LLC
INCREASED
Shares16,464 from 15,841
Change+623 (+4%)
Value$198.6K (-$21.6K)
Filed 2026-10-19
Procyon Advisors, LLC
DECREASED
Shares16,441 from 18,318
Change-1,877 (-10%)
Value$198.3K (-$56.3K)
Filed 2026-10-21
RS Crum Inc.
INCREASED
Shares16,374 from 16,200
Change+174 (+1%)
Value$197.5K (-$27.7K)
Filed 2026-10-19
ABC Arbitrage SA
NEW
Shares16,360
Change+16,360
Value$197.3K
Filed 2026-10-23
KCM Investment Advisors LLC
UNCHANGED
Shares16,345 from 16,345
Change0 (0%)
Value$197.1K (-$30.1K)
Filed 2026-10-27
55 North Private Wealth, LLC
INCREASED
Shares16,322 from 15,369
Change+953 (+6%)
Value$196.8K (-$16.8K)
Filed 2026-10-20
Catalyst Financial Partners LLC
INCREASED
Shares16,193 from 15,639
Change+554 (+4%)
Value$195.3K (-$22.1K)
Filed 2026-11-06
Keudell ison Wealth Management
INCREASED
Shares16,148 from 12,322
Change+3,826 (+31%)
Value$194.7K (+$23.5K)
Filed 2026-10-16
Swiss RE LTD
INCREASED
Shares16,117 from 9,805
Change+6,312 (+64%)
Value$194.4K (+$58.1K)
Filed 2026-11-06
SteelPeak Wealth, LLC
DECREASED
Shares16,055 from 19,903
Change-3,848 (-19%)
Value$193.6K (-$83.0K)
Filed 2026-10-16
Glenview Trust Co
INCREASED
Shares16,046 from 15,271
Change+775 (+5%)
Value$193.5K (-$18.8K)
Filed 2026-10-28
Bison Wealth, LLC
INCREASED
Shares16,007 from 15,174
Change+833 (+5%)
Value$192.1K (-$17.8K)
Filed 2026-10-13
Oslo Pensjonsforsikring AS
UNCHANGED
Shares15,996 from 15,996
Change0 (0%)
Value$192.9K (-$29.4K)
Filed 2026-10-15
Helium Advisors LLC
INCREASED
Shares15,945 from 15,937
Change+8 (+0%)
Value$192.3K (-$29.2K)
Filed 2026-10-23
Walker Asset Management, LLC
INCREASED
Shares15,926 from 15,923
Change+3 (+0%)
Value$192.1K (-$29.3K)
Filed 2026-10-13
Focused Wealth Management, Inc
INCREASED
Shares15,908 from 15,002
Change+906 (+6%)
Value$191.8K (-$16.7K)
Filed 2026-10-30
Laurel OAK Wealth Management, LLC
DECREASED
Shares15,838 from 16,459
Change-621 (-4%)
Value$191.0K (-$37.8K)
Filed 2026-10-19
Conning Inc.
DECREASED
Shares15,805 from 16,271
Change-466 (-3%)
Value$190.6K (-$35.6K)
Filed 2026-10-27
Summit Global Investments
DECREASED
Shares15,740 from 23,434
Change-7,694 (-33%)
Value$190.0K (-$136.0K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,556 from 14,715
Change+841 (+6%)
Value$187.6K (-$16.9K)
Filed 2026-11-03
Novem Group
INCREASED
Shares15,553 from 15,453
Change+100 (+1%)
Value$187.6K (-$27.2K)
Filed 2026-10-19
McMill Wealth Management
UNCHANGED
Shares15,489 from 15,489
Change0 (0%)
Value$186.8K (-$28.5K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares15,471 from 18,515
Change-3,044 (-16%)
Value$186.6K (-$70.8K)
Filed 2026-11-02
Millennium Capital Advisors, LLC
DECREASED
Shares15,417 from 15,582
Change-165 (-1%)
Value$185.9K (-$30.7K)
Filed 2026-10-16
Advisory Resource Group
INCREASED
Shares15,410 from 15,339
Change+71 (+0%)
Value$185.8K (-$27.4K)
Filed 2026-10-26
LMG Wealth Partners, LLC
UNCHANGED
Shares15,387 from 15,387
Change0 (0%)
Value$185.6K (-$28.3K)
Filed 2026-11-05
Optivise Advisory Services LLC
NEW
Shares15,373
Change+15,373
Value$185.4K
Filed 2026-10-19
E&G Advisors, LLC
UNCHANGED
Shares15,348 from 15,348
Change0 (0%)
Value$185.1K (-$28.2K)
Filed 2026-10-13
Quantum Financial Advisors, LLC
INCREASED
Shares15,296 from 14,685
Change+611 (+4%)
Value$184.5K (-$19.6K)
Filed 2026-11-03
Douglas Lane & Associates, LLC
DECREASED
Shares15,185 from 25,785
Change-10,600 (-41%)
Value$183.1K (-$175.3K)
Filed 2026-10-09
Guidance Capital, Inc
DECREASED
Shares15,179 from 16,217
Change-1,038 (-6%)
Value$191.2K (-$38.9K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares15,087
Change+15,087
Value$182.0K
Filed 2026-11-04
Versant Capital Management, Inc
INCREASED
Shares15,014 from 13,108
Change+1,906 (+15%)
Value$181.1K (-$1.1K)
Filed 2026-10-02
Alessandra Capital Management, LLC
INCREASED
Shares15,006 from 13,683
Change+1,323 (+10%)
Value$181.0K (-$9.2K)
Filed 2026-10-30
Montecito Bank & Trust
INCREASED
Shares14,989 from 14,224
Change+765 (+5%)
Value$180.8K (-$16.9K)
Filed 2026-10-01
Indiana Trust & Investment Management Co
UNCHANGED
Shares14,950 from 14,950
Change0 (0%)
Value$180.3K (-$27.5K)
Filed 2026-10-22
WIN Advisors, Inc
INCREASED
Shares14,931 from 12,252
Change+2,679 (+22%)
Value$180.1K (+$9.8K)
Filed 2026-11-06
Griffith & Werner, Inc.
UNCHANGED
Shares14,900 from 14,900
Change0 (0%)
Value$179.7K (-$27.3K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares14,890 from 12,573
Change+2,317 (+18%)
Value$179.7K (+$4.9K)
Filed 2026-10-14
Sound Income Strategies, LLC
DECREASED
Shares14,888 from 17,126
Change-2,238 (-13%)
Value$182.4K (-$55.7K)
Filed 2026-10-09
Valmark Advisers, Inc.
INCREASED
Shares14,819 from 14,341
Change+478 (+3%)
Value$178.7K (-$20.6K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares14,733 from 8,827
Change+5,906 (+67%)
Value$177.7K (+$55.0K)
Filed 2026-11-04
NWF Advisory Services Inc.
INCREASED
Shares14,715 from 14,695
Change+20 (+0%)
Value$177.5K (-$26.8K)
Filed 2026-10-19
Pinion Investment Advisors, LLC
DECREASED
Shares14,637 from 14,849
Change-212 (-1%)
Value$176.5K (-$29.9K)
Filed 2026-11-04
Interchange Capital Partners, LLC
INCREASED
Shares14,586 from 14,465
Change+121 (+1%)
Value$175.9K (-$25.2K)
Filed 2026-10-28
Cromwell Holdings LLC
INCREASED
Shares14,542 from 14,197
Change+345 (+2%)
Value$175.4K (-$22.0K)
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED
Shares14,446 from 11,889
Change+2,557 (+22%)
Value$174.2K (+$9.0K)
Filed 2026-10-29
Rakuten Securities, Inc.
INCREASED
Shares14,429 from 10,079
Change+4,350 (+43%)
Value$174.0K (+$33.9K)
Filed 2026-11-02
Sculati Wealth Management, LLC
DECREASED
Shares14,420 from 15,499
Change-1,079 (-7%)
Value$173.0K (-$47.5K)
Filed 2026-10-19
First Bancorp, Inc
INCREASED
Shares14,404 from 14,250
Change+154 (+1%)
Value$173.7K (-$24.4K)
Filed 2026-10-26
Lantz Financial LLC
INCREASED
Shares14,262 from 14,000
Change+262 (+2%)
Value$172.0K (-$22.6K)
Filed 2026-10-15
Corps Capital Advisors, LLC
UNCHANGED
Shares14,261 from 14,261
Change0 (0%)
Value$172.0K (-$26.2K)
Filed 2026-11-05
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares14,217 from 14,170
Change+47 (+0%)
Value$171.5K (-$25.5K)
Filed 2026-10-09
Hohimer Wealth Management, LLC
UNCHANGED
Shares14,193 from 14,193
Change0 (0%)
Value$171.2K (-$26.1K)
Filed 2026-11-04
First Horizon Corp
UNCHANGED
Shares14,127 from 14,127
Change0 (0%)
Value$170.4K (-$26.0K)
Filed 2026-10-26
Beacon Capital Management, LLC
INCREASED
Shares14,067 from 13,942
Change+125 (+1%)
Value$169.7K (-$24.1K)
Filed 2026-10-23
Legacy Trust
DECREASED
Shares14,006 from 14,141
Change-135 (-1%)
Value$171.6K (-$25.0K)
Filed 2026-11-06
Palacios Wealth Management, LLC
DECREASED
Shares13,995 from 19,638
Change-5,643 (-29%)
Value$168.8K (-$104.2K)
Filed 2026-11-04
Summit Financial Consulting LLC
INCREASED
Shares13,969 from 13,411
Change+558 (+4%)
Value$168.5K (-$17.9K)
Filed 2026-10-15
Key Client Fiduciary Advisors, LLC
INCREASED
Shares13,948 from 13,841
Change+107 (+1%)
Value$168.2K (-$24.2K)
Filed 2026-10-19
Integrated Capital Management, LLC
UNCHANGED
Shares13,936 from 13,936
Change0 (0%)
Value$168.1K (-$25.6K)
Filed 2026-10-23
Acropolis Investment Management, LLC
DECREASED
Shares13,927 from 14,090
Change-163 (-1%)
Value$168.0K (-$27.9K)
Filed 2026-10-08
Strengthening Families & Communities, LLC
INCREASED
Shares13,917 from 13,816
Change+101 (+1%)
Value$167.8K (-$24.2K)
Filed 2026-10-21
AdvisorNet Financial, Inc
DECREASED
Shares13,866 from 14,783
Change-917 (-6%)
Value$167.1K (-$38.4K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
DECREASED
Shares13,803 from 14,433
Change-630 (-4%)
Value$166.5K (-$34.1K)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED
Shares13,752 from 349,903
Change-336,151 (-96%)
Value$179.2K (-$4.8M)
Filed 2026-10-29
Intrua Financial, LLC
INCREASED
Shares13,744 from 13,674
Change+70 (+1%)
Value$165.8K (-$24.3K)
Filed 2026-10-28
MKD Wealth Coaches, LLC
UNCHANGED
Shares13,700 from 13,700
Change0 (0%)
Value$165.2K (-$25.2K)
Filed 2026-10-09
Clifford Swan Investment Counsel LLC
INCREASED
Shares13,629 from 13,306
Change+323 (+2%)
Value$164.4K (-$20.6K)
Filed 2026-11-05
Northwest Wealth Management, LLC
NEW
Shares13,620
Change+13,620
Value$164.3K
Filed 2026-10-30
First Interstate Bank
DECREASED
Shares13,607 from 14,228
Change-621 (-4%)
Value$164.1K (-$33.7K)
Filed 2026-10-23
Waterfront Wealth Inc.
DECREASED
Shares13,577 from 13,879
Change-302 (-2%)
Value$164.6K (-$29.7K)
Filed 2026-11-03
Uhlmann Price Securities, LLC
NEW
Shares13,551
Change+13,551
Value$163.4K
Filed 2026-11-03
PFS Partners, LLC
INCREASED
Shares13,531 from 13,505
Change+26 (+0%)
Value$163.2K (-$24.5K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED
Shares13,480 from 11,896
Change+1,584 (+13%)
Value$162.6K (-$2.8K)
Filed 2026-10-16
Eads & Heald Wealth Management
NEW
Shares13,465
Change+13,465
Value$162.4K
Filed 2026-10-29
Uptick Partners, LLC
INCREASED
Shares13,464 from 12,703
Change+761 (+6%)
Value$162.4K (-$14.2K)
Filed 2026-11-04
Midwest Heritage Bank, FSB
INCREASED
Shares13,450 from 13,413
Change+37 (+0%)
Value$162.2K (-$24.2K)
Filed 2026-10-26
Hardy Reed LLC
NEW
Shares13,445
Change+13,445
Value$162.1K
Filed 2026-11-06
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares13,332 from 13,332
Change0 (0%)
Value$160.8K (-$24.5K)
Filed 2026-10-19
Gradient Investments LLC
DECREASED
Shares13,311 from 17,099
Change-3,788 (-22%)
Value$160.5K (-$77.1K)
Filed 2026-10-08
Elyxium Wealth, LLC
DECREASED
Shares13,210 from 13,386
Change-176 (-1%)
Value$159.3K (-$26.8K)
Filed 2026-10-27
HBW Advisory Services LLC
DECREASED
Shares13,157 from 13,727
Change-570 (-4%)
Value$158.7K (-$32.1K)
Filed 2026-10-15
Winebrenner Capital Management LLC
DECREASED
Shares13,117 from 13,412
Change-295 (-2%)
Value$158.2K (-$28.2K)
Filed 2026-10-07
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares13,080 from 13,131
Change-51 (0%)
Value$157.7K (-$24.8K)
Filed 2026-10-23
Barry Investment Advisors, LLC
INCREASED
Shares13,075 from 13,056
Change+19 (+0%)
Value$157.7K (-$23.8K)
Filed 2026-10-14
Global Financial Private Client, LLC
INCREASED
Shares13,064 from 12,858
Change+206 (+2%)
Value$157.6K (-$21.2K)
Filed 2026-10-15
Semus Wealth Partners LLC
INCREASED
Shares12,955 from 12,120
Change+835 (+7%)
Value$156.2K (-$12.2K)
Filed 2026-10-22
Werba Rubin Papier Wealth Management
INCREASED
Shares12,891 from 11,702
Change+1,189 (+10%)
Value$155.5K (-$7.2K)
Filed 2026-11-06
SVB Wealth LLC
DECREASED
Shares12,768 from 15,230
Change-2,462 (-16%)
Value$154.0K (-$57.7K)
Filed 2026-11-06
SLT Holdings LLC
NEW
Shares12,650
Change+12,650
Value$152.6K
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED
Shares12,613 from 11,695
Change+918 (+8%)
Value$152.1K (-$10.4K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares12,481 from 10,781
Change+1,700 (+16%)
Value$150.5K (+$665)
Filed 2026-10-27
Money Concepts Capital Corp
INCREASED
Shares12,456 from 11,386
Change+1,070 (+9%)
Value$150.2K (-$8.0K)
Filed 2026-11-06
Allied Investment Advisors, LLC
INCREASED
Shares12,438 from 12,435
Change+3 (+0%)
Value$150.0K (-$22.8K)
Filed 2026-10-13
MSH Capital Advisors LLC
DECREASED
Shares12,376 from 13,375
Change-999 (-7%)
Value$149.2K (-$36.7K)
Filed 2026-11-03
Dahring | Cusmano LLC
DECREASED
Shares12,359 from 15,906
Change-3,547 (-22%)
Value$149.0K (-$72.0K)
Filed 2026-11-03
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares12,350 from 12,350
Change0 (0%)
Value$148.9K (-$22.7K)
Filed 2026-11-06
Balboa Wealth Partners
INCREASED
Shares12,288 from 11,825
Change+463 (+4%)
Value$148.2K (-$16.2K)
Filed 2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares12,269 from 20,969
Change-8,700 (-41%)
Value$148.0K (-$143.3K)
Filed 2026-10-21
3Chopt Investment Partners, LLC
NEW
Shares12,194
Change+12,194
Value$147.1K
Filed 2026-10-30
BIP Wealth, LLC
DECREASED
Shares12,126 from 12,528
Change-402 (-3%)
Value$146.2K (-$27.9K)
Filed 2026-10-22
Detalus Advisors, LLC
UNCHANGED
Shares12,100 from 12,100
Change0 (0%)
Value$145.9K (-$22.3K)
Filed 2026-10-15
Balefire, LLC
NEW
Shares12,018
Change+12,018
Value$144.9K
Filed 2026-10-09
Stablepoint Partners, LLC
DECREASED
Shares11,975 from 12,175
Change-200 (-2%)
Value$144.4K (-$24.8K)
Filed 2026-11-03
Cane Capital Partners, LLC
INCREASED
Shares11,971 from 11,621
Change+350 (+3%)
Value$144.4K (-$17.2K)
Filed 2026-10-23
Anchyra Partners LLC
INCREASED
Shares11,952 from 11,535
Change+417 (+4%)
Value$144.1K (-$16.2K)
Filed 2026-10-13
Ariadne Wealth Management, LP
NEW
Shares11,937
Change+11,937
Value$144.0K
Filed 2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED
Shares11,887 from 15,174
Change-3,287 (-22%)
Value$143.4K (-$67.6K)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
NEW
Shares11,873
Change+11,873
Value$143.2K
Filed 2026-10-22
Allen Capital Group, LLC
INCREASED
Shares11,825 from 11,784
Change+41 (+0%)
Value$142.6K (-$21.2K)
Filed 2026-10-27
DB&C Advisors, LLC
INCREASED
Shares11,796 from 11,771
Change+25 (+0%)
Value$142.3K (-$21.3K)
Filed 2026-10-26
Olympiad Research LP
NEW
Shares11,793
Change+11,793
Value$142.2K
Filed 2026-11-04
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares11,780 from 12,057
Change-277 (-2%)
Value$142.1K (-$25.5K)
Filed 2026-10-09
Abel Hall, LLC
DECREASED
Shares11,748 from 14,736
Change-2,988 (-20%)
Value$141.7K (-$63.1K)
Filed 2026-10-19
Jessup Wealth Management, Inc
INCREASED
Shares11,741 from 11,711
Change+30 (+0%)
Value$141.6K (-$21.2K)
Filed 2026-10-20
Central Valley Advisors, LLC
DECREASED
Shares11,718 from 16,732
Change-5,014 (-30%)
Value$141.3K (-$91.2K)
Filed 2026-10-27
Langley Wealth Management, LLC
DECREASED
Shares11,690 from 12,376
Change-686 (-6%)
Value$141.0K (-$31.1K)
Filed 2026-11-04
Fidelity D & D Bancorp Inc
NEW
Shares11,622
Change+11,622
Value$140.2K
Filed 2026-11-05
Axxion S.A.
UNCHANGED
Shares11,560 from 11,560
Change0 (0%)
Value$139.4K (-$21.3K)
Filed 2026-10-22
Stewardship Advisors, LLC
DECREASED
Shares11,531 from 11,663
Change-132 (-1%)
Value$139.1K (-$23.1K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares11,508 from 12,289
Change-781 (-6%)
Value$138.8K (-$32.0K)
Filed 2026-10-05
Natural Investments, LLC
INCREASED
Shares11,481 from 10,261
Change+1,220 (+12%)
Value$138.5K (-$3.5K)
Filed 2026-11-06
CKW Financial Group
INCREASED
Shares11,480 from 11,411
Change+69 (+1%)
Value$141 (-$15)
Filed 2026-10-29
Canvas Wealth Advisors, LLC
DECREASED
Shares11,399 from 13,137
Change-1,738 (-13%)
Value$140.9K (-$41.7K)
Filed 2026-11-02
Income Insurance Ltd
UNCHANGED
Shares11,398 from 11,398
Change0 (0%)
Value$137.5K (-$21.0K)
Filed 2026-10-21
waypoint wealth counsel
INCREASED
Shares11,332 from 10,162
Change+1,170 (+12%)
Value$136.7K (-$4.6K)
Filed 2026-10-22
Riversedge Advisors, LLC
NEW
Shares11,220
Change+11,220
Value$135.3K
Filed 2026-10-09
Register Financial Advisors LLC
INCREASED
Shares11,217 from 11,147
Change+70 (+1%)
Value$135.3K (-$19.7K)
Filed 2026-10-23
Mcdonald Partners LLC
INCREASED
Shares11,178 from 11,125
Change+53 (+0%)
Value$134.8K (-$19.8K)
Filed 2026-11-03
Triton Wealth Management, Pllc
DECREASED
Shares11,163 from 11,467
Change-304 (-3%)
Value$137.6K (-$17.2K)
Filed 2026-11-04
Parthenon LLC
UNCHANGED
Shares11,119 from 11,119
Change0 (0%)
Value$134.1K (-$20.5K)
Filed 2026-10-22
Fortress Financial Group, LLC
INCREASED
Shares11,111 from 10,993
Change+118 (+1%)
Value$134.0K (-$18.8K)
Filed 2026-10-21
Eagle Wealth Strategies LLC
INCREASED
Shares11,110 from 11,097
Change+13 (+0%)
Value$134.0K (-$20.3K)
Filed 2026-10-20
Grandview Asset Management LLC
DECREASED
Shares11,046 from 16,721
Change-5,675 (-34%)
Value$133.2K (-$99.2K)
Filed 2026-10-19
XXI Wealth, LLC
INCREASED
Shares11,038 from 10,131
Change+907 (+9%)
Value$133.1K (-$7.7K)
Filed 2026-10-22
Fortem Financial Group, LLC
INCREASED
Shares10,970 from 10,842
Change+128 (+1%)
Value$132.3K (-$18.4K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
DECREASED
Shares10,960 from 11,735
Change-775 (-7%)
Value$132.2K (-$30.9K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
DECREASED
Shares10,951 from 11,068
Change-117 (-1%)
Value$132.1K (-$21.8K)
Filed 2026-10-29
Old Mission Investment Co LLC
DECREASED
Shares10,928 from 11,025
Change-97 (-1%)
Value$131.8K (-$21.5K)
Filed 2026-10-22
Allegheny Financial Group
DECREASED
Shares10,854 from 10,874
Change-20 (0%)
Value$130.9K (-$20.3K)
Filed 2026-11-05
FSM Wealth Advisors, LLC
DECREASED
Shares10,838 from 11,375
Change-537 (-5%)
Value$132.8K (-$25.3K)
Filed 2026-10-27
Traynor Capital Management, Inc.
NEW
Shares10,819
Change+10,819
Value$130.5K
Filed 2026-10-29
Alternative Investment Advisors, Llc.
NEW
Shares10,770
Change+10,770
Value$129.9K
Filed 2026-11-03
Maple Capital Management, Inc.
UNCHANGED
Shares10,750 from 10,750
Change0 (0%)
Value$129.6K (-$19.8K)
Filed 2026-11-02
Insight Advisors, LLC/ PA
DECREASED
Shares10,718 from 10,902
Change-184 (-2%)
Value$129.3K (-$22.3K)
Filed 2026-10-22
Victory Financial Group, LLC
NEW
Shares10,699
Change+10,699
Value$129.0K
Filed 2026-10-27
JGP Wealth Management, LLC
DECREASED
Shares10,679 from 14,230
Change-3,551 (-25%)
Value$128.8K (-$69.0K)
Filed 2026-10-13
Commonwealth Financial Services, LLC
DECREASED
Shares10,655 from 12,294
Change-1,639 (-13%)
Value$128.5K (-$42.4K)
Filed 2026-10-20
Five Oceans Advisors
DECREASED
Shares10,644 from 11,339
Change-695 (-6%)
Value$128.4K (-$29.2K)
Filed 2026-10-22
Independent Wealth Network Inc.
INCREASED
Shares10,533 from 10,525
Change+8 (+0%)
Value$127.0K (-$19.3K)
Filed 2026-10-19
Uncommon Cents Investing Inc
UNCHANGED
Shares10,517 from 10,517
Change0 (0%)
Value$126.8K (-$19.4K)
Filed 2026-10-20
Arrow Financial Corp
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$126.6K (-$19.3K)
Filed 2026-10-26
Daytona Street Capital LLC
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$127.5K (-$19.8K)
Filed 2026-10-15
North Star Investment Management Corp.
INCREASED
Shares10,486 from 10,423
Change+63 (+1%)
Value$126.5K (-$18.4K)
Filed 2026-10-27
Chapin Davis, Inc.
UNCHANGED
Shares10,486 from 10,486
Change0 (0%)
Value$126.5K (-$19.3K)
Filed 2026-10-09
JDH Wealth Management, LLC
INCREASED
Shares10,382 from 10,303
Change+79 (+1%)
Value$125.2K (-$18.0K)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
DECREASED
Shares10,375 from 12,000
Change-1,625 (-14%)
Value$125.1K (-$41.7K)
Filed 2026-10-15
Miller Financial Services LLC
DECREASED
Shares10,357 from 11,590
Change-1,233 (-11%)
Value$124.9K (-$36.2K)
Filed 2026-10-20
ARS Wealth Advisors Group, LLC
NEW
Shares10,353
Change+10,353
Value$124.9K
Filed 2026-10-16
Leo Wealth, LLC
NEW
Shares10,330
Change+10,330
Value$124.6K
Filed 2026-10-26
Jefferies Financial Group Inc.
DECREASED
Shares10,326 from 238,427
Change-228,101 (-96%)
Value$124.5K (-$3.2M)
Filed 2026-11-05
SYM Financial Corp
NEW
Shares10,250
Change+10,250
Value$123.6K
Filed 2026-10-26
Yoffe Investment Management, LLC
UNCHANGED
Shares10,234 from 10,234
Change0 (0%)
Value$123.4K (-$18.8K)
Filed 2026-11-02
Quad-Cities Investment Group, LLC
INCREASED
Shares10,223 from 10,177
Change+46 (+0%)
Value$123.3K (-$18.2K)
Filed 2026-10-16
Markowski Investments
INCREASED
Shares10,198 from 6,628
Change+3,570 (+54%)
Value$123.0K (+$30.9K)
Filed 2026-10-30
Segment Wealth Management, LLC
DECREASED
Shares10,188 from 14,488
Change-4,300 (-30%)
Value$122.9K (-$78.5K)
Filed 2026-10-26
Gaddis Premier Wealth Advisors LLC
NEW
Shares10,181
Change+10,181
Value$122.8K
Filed 2026-10-29
Weitzel Financial Services, Inc.
INCREASED
Shares10,165 from 10,107
Change+58 (+1%)
Value$122.0K (-$12.3K)
Filed 2026-10-16
Post Resch Tallon Group Inc.
UNCHANGED
Shares10,161 from 10,161
Change0 (0%)
Value$122.5K (-$18.7K)
Filed 2026-10-09
Gables Capital Management Inc.
DECREASED
Shares10,150 from 11,100
Change-950 (-9%)
Value$122.4K (-$31.9K)
Filed 2026-11-04
Legacy Wealth Partners, LLC
DECREASED
Shares10,110 from 10,557
Change-447 (-4%)
Value$121.9K (-$24.8K)
Filed 2026-10-15
Financial Management Professionals, Inc.
DECREASED
Shares10,085 from 14,085
Change-4,000 (-28%)
Value$121.6K (-$74.2K)
Filed 2026-10-23
D'Orazio & Associates, Inc.
NEW
Shares10,070
Change+10,070
Value$121.4K
Filed 2026-11-04
Tritonpoint Wealth, LLC
NEW
Shares10,064
Change+10,064
Value$121.4K
Filed 2026-10-19
Columbia Asset Management
DECREASED
Shares10,008 from 11,908
Change-1,900 (-16%)
Value$120.7K (-$44.8K)
Filed 2026-10-19
Parkway Wealth Management Group, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$120.6K (-$18.4K)
Filed 2026-10-20
Sage Investment Counsel LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$120.6K (-$18.4K)
Filed 2026-10-26
Trust Co of Vermont
INCREASED
Shares9,792 from 7,415
Change+2,377 (+32%)
Value$118.1K (+$15.0K)
Filed 2026-10-21
Tompkins Financial Corp
DECREASED
Shares9,513 from 10,513
Change-1,000 (-10%)
Value$114.7K (-$31.4K)
Filed 2026-10-05
Westside Investment Management, Inc.
DECREASED
Shares9,398 from 10,398
Change-1,000 (-10%)
Value$113.5K (-$31.1K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
DECREASED
Shares9,381 from 9,448
Change-67 (-1%)
Value$113.1K (-$18.2K)
Filed 2026-10-20
Summit Securities Group LLC
DECREASED
Shares9,310 from 13,917
Change-4,607 (-33%)
Value$112.3K (-$81.2K)
Filed 2026-11-05
Avanza Fonder AB
UNCHANGED
Shares8,849 from 8,849
Change0 (0%)
Value$106.7K (-$16.3K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares8,803 from 8,041
Change+762 (+9%)
Value$106.2K (-$5.6K)
Filed 2026-10-29
Ashton Thomas Securities, LLC
NEW
Shares8,655
Change+8,655
Value$104.4K
Filed 2026-10-26
Key FInancial Inc
INCREASED
Shares8,552 from 8,475
Change+77 (+1%)
Value$103.1K (-$14.7K)
Filed 2026-11-02
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares7,956 from 7,956
Change0 (0%)
Value$95.0K (-$15.6K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED
Shares7,952 from 5,603
Change+2,349 (+42%)
Value$95.9K (+$18.0K)
Filed 2026-10-27
Ascentis Independent Advisors
INCREASED
Shares7,771 from 4,004
Change+3,767 (+94%)
Value$93.7K (+$38.1K)
Filed 2026-11-03
Chapman Financial Group, LLC
DECREASED
Shares7,640 from 8,640
Change-1,000 (-12%)
Value$92.1K (-$28.0K)
Filed 2026-10-26
Central Trust Co
INCREASED
Shares7,548 from 7,215
Change+333 (+5%)
Value$91.0K (-$9.3K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares7,539 from 2,217
Change+5,322 (+240%)
Value$90.9K (+$60.1K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
DECREASED
Shares7,513 from 40,845
Change-33,332 (-82%)
Value$90.6K (-$477.2K)
Filed 2026-11-04
Rothwell Investment Advisors, LLC
NEW
Shares7,242
Change+7,242
Value$87.3K
Filed 2026-11-06
Bare Financial Services, Inc
DECREASED
Shares7,208 from 7,305
Change-97 (-1%)
Value$86.9K (-$14.6K)
Filed 2026-11-04
Bokf, NA
DECREASED
Shares7,138 from 8,908
Change-1,770 (-20%)
Value$86.1K (-$37.7K)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares6,901 from 6,901
Change0 (0%)
Value$83.2K (-$12.7K)
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares6,869 from 6,877
Change-8 (0%)
Value$82.8K (-$12.8K)
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares6,775 from 6,394
Change+381 (+6%)
Value$81.7K (-$7.2K)
Filed 2026-10-15
Community Bank, N.A.
INCREASED
Shares6,518 from 6,400
Change+118 (+2%)
Value$78.6K (-$10.4K)
Filed 2026-11-06
Zions Bancorporation, National Association
INCREASED
Shares6,296 from 5,774
Change+522 (+9%)
Value$75.9K (-$4.3K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
INCREASED
Shares6,090 from 6,076
Change+14 (+0%)
Value$73.4K (-$11.0K)
Filed 2026-10-15
Essential Partners LLC
INCREASED
Shares6,008 from 1,123
Change+4,885 (+435%)
Value$72.5K (+$56.8K)
Filed 2026-10-14
TD Private Client Wealth LLC
INCREASED
Shares5,979 from 5,779
Change+200 (+3%)
Value$72.1K (-$8.2K)
Filed 2026-10-28
Tsfg, LLC
DECREASED
Shares5,868 from 36,677
Change-30,809 (-84%)
Value$71.0K (-$439.0K)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares5,820 from 5,820
Change0 (0%)
Value$70.2K (-$10.7K)
Filed 2026-10-19
Community Financial Services Group, LLC
UNCHANGED
Shares5,760 from 5,760
Change0 (0%)
Value$70.7K (-$7.9K)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares5,666 from 5,666
Change0 (0%)
Value$68.3K (-$10.4K)
Filed 2026-10-21
Fortitude Family Office, LLC
INCREASED
Shares5,638 from 5,405
Change+233 (+4%)
Value$68.0K (-$7.1K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
INCREASED
Shares5,413 from 3,551
Change+1,862 (+52%)
Value$65.3K (+$15.9K)
Filed 2026-11-02
10Elms LLP
INCREASED
Shares5,405 from 5,347
Change+58 (+1%)
Value$65.2K (-$9.1K)
Filed 2026-11-06
Wilkerson Advisory Group LLC
INCREASED
Shares5,173 from 5,082
Change+91 (+2%)
Value$62.4K (-$8.3K)
Filed 2026-10-20
Concord Wealth Partners
INCREASED
Shares5,116 from 4,704
Change+412 (+9%)
Value$61.7K (-$3.7K)
Filed 2026-11-02
Bayforest Capital Ltd
DECREASED
Shares5,048 from 20,888
Change-15,840 (-76%)
Value$60.9K (-$229.5K)
Filed 2026-11-03
Paladin Partners, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$60.3K (-$9.2K)
Filed 2026-10-06
Covestor Ltd
INCREASED
Shares4,997 from 3,861
Change+1,136 (+29%)
Value$60.0K (+$6.0K)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
DECREASED
Shares4,975 from 5,356
Change-381 (-7%)
Value$60.0K (-$14.4K)
Filed 2026-10-23
Caldwell Trust Co
DECREASED
Shares4,900 from 5,000
Change-100 (-2%)
Value$59.1K (-$10.4K)
Filed 2026-10-30
Advocate Investing Services LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$57.9K (-$8.8K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
INCREASED
Shares4,752 from 4,342
Change+410 (+9%)
Value$57.3K (-$3.0K)
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares4,725 from 4,725
Change0 (0%)
Value$58.0K (-$7.7K)
Filed 2026-10-28
Financial Consulate, Inc
INCREASED
Shares4,663 from 4,227
Change+436 (+10%)
Value$56.2K (-$2.5K)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares4,598 from 4,590
Change+8 (+0%)
Value$55.5K (-$8.3K)
Filed 2026-10-16
Owl Creek Wealth Partners LLC
INCREASED
Shares4,436 from 3,898
Change+538 (+14%)
Value$53.5K (-$684)
Filed 2026-10-20
Financial Perspectives, Inc
INCREASED
Shares4,344 from 4,338
Change+6 (+0%)
Value$52.4K (-$7.9K)
Filed 2026-11-03
POM Investment Strategies, LLC
INCREASED
Shares4,226 from 4,225
Change+1 (+0%)
Value$51.0K (-$7.8K)
Filed 2026-10-20
WPG Advisers, LLC
INCREASED
Shares4,095 from 4,070
Change+25 (+1%)
Value$49.4K (-$7.2K)
Filed 2026-10-27
Manchester Capital Management LLC
UNCHANGED
Shares4,020 from 4,020
Change0 (0%)
Value$48.5K (-$7.4K)
Filed 2026-10-22
Golden State Wealth Management, LLC
DECREASED
Shares4,001 from 4,109
Change-108 (-3%)
Value$48.3K (-$8.9K)
Filed 2026-11-02
DT Investment Partners, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$48.2K (-$7.4K)
Filed 2026-10-27
Rachor Investment Advisory Services, LLC
INCREASED
Shares3,971 from 3,938
Change+33 (+1%)
Value$47.9K (-$6.8K)
Filed 2026-10-29
Gen-Wealth Partners Inc
INCREASED
Shares3,960 from 2,579
Change+1,381 (+54%)
Value$47.8K (+$11.9K)
Filed 2026-11-04
Spurstone Advisory Services, LLC
UNCHANGED
Shares3,950 from 3,950
Change0 (0%)
Value$48.5K (-$5.4K)
Filed 2026-11-02
Cullen T Bankers, Inc.
DECREASED
Shares3,919 from 8,759
Change-4,840 (-55%)
Value$47.3K (-$74.5K)
Filed 2026-10-28
MTM Investment Management, LLC
INCREASED
Shares3,903 from 3,863
Change+40 (+1%)
Value$47.1K (-$6.6K)
Filed 2026-10-30
Stone House Investment Management, LLC
INCREASED
Shares3,832 from 473
Change+3,359 (+710%)
Value$46.2K (+$39.6K)
Filed 2026-10-23
IFS Advisors, LLC
UNCHANGED
Shares3,795 from 3,795
Change0 (0%)
Value$45.8K (-$7.0K)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares3,780 from 3,779
Change+1 (+0%)
Value$45.6K (-$6.9K)
Filed 2026-10-29
GoalVest Advisory LLC
INCREASED
Shares3,584 from 3,244
Change+340 (+10%)
Value$43.2K (-$1.9K)
Filed 2026-10-02
Next Level Wealth Planning, LLC
NEW
Shares3,542
Change+3,542
Value$42.7K
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares3,463 from 3,329
Change+134 (+4%)
Value$41.8K (-$4.5K)
Filed 2026-11-05
Wolff Wiese Magana LLC
INCREASED
Shares3,428 from 3,397
Change+31 (+1%)
Value$41.3K (-$5.9K)
Filed 2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED
Shares3,412 from 3,412
Change0 (0%)
Value$41.1K (-$6.3K)
Filed 2026-10-22
True Wealth Design, LLC
INCREASED
Shares3,405 from 1,670
Change+1,735 (+104%)
Value$41.1K (+$17.9K)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED
Shares3,338 from 3,038
Change+300 (+10%)
Value$40.3K (-$2.0K)
Filed 2026-10-29
Trust Co
UNCHANGED
Shares3,303 from 3,303
Change0 (0%)
Value$39.8K (-$6.1K)
Filed 2026-10-09
Thompson Investment Management, Inc.
UNCHANGED
Shares3,294 from 3,294
Change0 (0%)
Value$39.7K (-$6.1K)
Filed 2026-10-14
Jnba Financial Advisors
UNCHANGED
Shares3,233 from 3,233
Change0 (0%)
Value$39.0K (-$5.9K)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares3,212
Change+3,212
Value$38.7K
Filed 2026-10-27
Adirondack Trust Co
UNCHANGED
Shares3,184 from 3,184
Change0 (0%)
Value$38.4K (-$5.9K)
Filed 2026-10-14
Costello Asset Management, Inc
INCREASED
Shares3,129 from 3,126
Change+3 (+0%)
Value$37.7K (-$5.7K)
Filed 2026-10-30
Salomon & Ludwin, LLC
DECREASED
Shares3,099 from 3,186
Change-87 (-3%)
Value$37.4K (-$6.1K)
Filed 2026-10-29
Laurel Wealth Advisors LLC
NEW
Shares3,025
Change+3,025
Value$36.5K
Filed 2026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED
Shares2,924 from 2,924
Change0 (0%)
Value$35.9K (-$4.0K)
Filed 2026-10-20
Evolution Wealth Management Inc.
INCREASED
Shares2,835 from 2,829
Change+6 (+0%)
Value$34.2K (-$5.1K)
Filed 2026-10-28
RMG Wealth Management LLC
INCREASED
Shares2,825 from 2,760
Change+65 (+2%)
Value$33.6K (-$4.6K)
Filed 2026-10-26
Carolina Wealth Advisors, LLC
DECREASED
Shares2,798 from 3,195
Change-397 (-12%)
Value$33.7K (-$10.7K)
Filed 2026-10-23
Kentucky Trust Co
UNCHANGED
Shares2,765 from 2,765
Change0 (0%)
Value$33.3K (-$5.1K)
Filed 2026-10-15
Cedar Mountain Advisors, LLC
DECREASED
Shares2,730 from 2,940
Change-210 (-7%)
Value$32.9K (-$7.9K)
Filed 2026-10-15
Peterson Wealth Management
INCREASED
Shares2,722 from 2,693
Change+29 (+1%)
Value$32.8K (-$4.6K)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares2,692 from 3,442
Change-750 (-22%)
Value$32 (-$48.0K)
Filed 2026-11-02
Catherine Avery Investment Management LLC
UNCHANGED
Shares2,691 from 2,691
Change0 (0%)
Value$32.5K (-$5.0K)
Filed 2026-10-14
Peterson Wealth Services
INCREASED
Shares2,670 from 2,641
Change+29 (+1%)
Value$32.2K (-$4.5K)
Filed 2026-10-26
Gleason Group, Inc.
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$31.7K (-$4.8K)
Filed 2026-10-15
Albion Financial Group
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$31.4K (-$4.8K)
Filed 2026-10-21
Flagship Wealth Advisors, LLC
DECREASED
Shares2,555 from 4,055
Change-1,500 (-37%)
Value$30.8K (-$25.6K)
Filed 2026-11-03
Country Trust Bank
UNCHANGED
Shares2,455 from 2,455
Change0 (0%)
Value$29.6K (-$4.5K)
Filed 2026-10-30
Fairman Group, LLC
UNCHANGED
Shares2,439 from 2,439
Change0 (0%)
Value$29.4K (-$4.5K)
Filed 2026-10-26
American Capital Advisory, LLC
INCREASED
Shares2,372 from 2,355
Change+17 (+1%)
Value$28.6K (-$4.1K)
Filed 2026-10-28
Align Financial, LLC
INCREASED
Shares2,301 from 2,187
Change+114 (+5%)
Value$27.8K (-$2.6K)
Filed 2026-10-16
Nvwm, LLC
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$26.3K (-$4.0K)
Filed 2026-10-14
Global X Japan Co., Ltd.
INCREASED
Shares2,177 from 2,042
Change+135 (+7%)
Value$26.3K (-$2.1K)
Filed 2026-10-21
Planning Strategies Inc.
INCREASED
Shares2,149 from 2,125
Change+24 (+1%)
Value$25.9K (-$3.6K)
Filed 2026-10-02
Smallwood Wealth Investment Management, LLC
DECREASED
Shares2,144 from 2,192
Change-48 (-2%)
Value$25.9K (-$4.6K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
DECREASED
Shares2,102 from 2,125
Change-23 (-1%)
Value$25.3K (-$4.2K)
Filed 2026-10-13
Southern Michigan Bank & Trust
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$25.3K (-$3.9K)
Filed 2026-10-19
Valley National Advisers Inc
DECREASED
Shares2,098 from 2,147
Change-49 (-2%)
Value$25.3K (-$4.5K)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED
Shares2,085 from 74,905
Change-72,820 (-97%)
Value$25.1K (-$1.0M)
Filed 2026-10-29
Trust Co of Toledo NA
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$25.1K (-$3.8K)
Filed 2026-10-16
Asset Planning,Inc
UNCHANGED
Shares2,043 from 2,043
Change0 (0%)
Value$24.6K (-$3.8K)
Filed 2026-10-26
Ninety One UK Ltd
NEW
Shares2,032
Change+2,032
Value$24.5K
Filed 2026-10-15
Mosley Wealth Management
DECREASED
Shares2,024 from 2,193
Change-169 (-8%)
Value$24.9K (-$5.6K)
Filed 2026-10-16
Pacific Center for Financial Services
DECREASED
Shares2,013 from 2,998
Change-985 (-33%)
Value$24.3K (-$17.4K)
Filed 2026-10-15
Olistico Wealth, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$24.1K (-$3.7K)
Filed 2026-10-05
Strategic Advocates LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$24.1K (-$3.7K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED
Shares1,982 from 1,982
Change0 (0%)
Value$23.9K (-$3.6K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
DECREASED
Shares1,951 from 2,427
Change-476 (-20%)
Value$23.5K (-$10.2K)
Filed 2026-10-07
Arlington Trust Co LLC
DECREASED
Shares1,950 from 2,032
Change-82 (-4%)
Value$23.5K (-$4.7K)
Filed 2026-10-20
MV Capital Management, Inc.
DECREASED
Shares1,922 from 1,931
Change-9 (0%)
Value$23.2K (-$3.7K)
Filed 2026-10-29
Vima LLC
UNCHANGED
Shares1,901 from 1,901
Change0 (0%)
Value$22.9K (-$3.5K)
Filed 2026-10-23
Horizon Financial Services, LLC
DECREASED
Shares1,900 from 2,800
Change-900 (-32%)
Value$22.9K (-$16.0K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,900 from 1,880
Change+20 (+1%)
Value$22.9K (-$3.2K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares1,842
Change+1,842
Value$22.2K
Filed 2026-10-30
DeDora Capital, Inc.
NEW
Shares1,807
Change+1,807
Value$21.8K
Filed 2026-10-26
Main Street Group, LTD
INCREASED
Shares1,804 from 1,791
Change+13 (+1%)
Value$21.8K (-$3.1K)
Filed 2026-10-28
Quaker Wealth Management, LLC
INCREASED
Shares1,777 from 864
Change+913 (+106%)
Value$21.4K (+$9.4K)
Filed 2026-10-22
Bullock Wealth Management Group
INCREASED
Shares1,751 from 1,738
Change+13 (+1%)
Value$21.5K (-$2.2K)
Filed 2026-10-09
Private Wealth Management Group, LLC
INCREASED
Shares1,736 from 707
Change+1,029 (+146%)
Value$20.9K (+$11.1K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,699 from 1,699
Change0 (0%)
Value$20.5K (-$3.1K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED
Shares1,639 from 1,547
Change+92 (+6%)
Value$19.8K (-$1.7K)
Filed 2026-10-23
Pacifica Partners Inc.
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$20.0K (-$1.7K)
Filed 2026-10-09
Capital Advisors, Ltd. LLC
INCREASED
Shares1,590 from 1,304
Change+286 (+22%)
Value$19.0K (+$19.0K)
Filed 2026-10-27
Fortis Group Advisors, LLC
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$18.9K (-$2.9K)
Filed 2026-11-06
Ares Financial Consulting, LLC
INCREASED
Shares1,558 from 1,551
Change+7 (+0%)
Value$18.8K (-$2.8K)
Filed 2026-10-19
Tower View Wealth Management LLC
INCREASED
Shares1,553 from 1,536
Change+17 (+1%)
Value$18.7K (-$2.6K)
Filed 2026-10-23
Jcic Asset Management Inc.
UNCHANGED
Shares1,535 from 1,535
Change0 (0%)
Value$18.5K (+$798)
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,531 from 1,531
Change0 (0%)
Value$18.5K (-$2.8K)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares1,489
Change+1,489
Value$18.0K
Filed 2026-10-27
Clark Wealth Partners
INCREASED
Shares1,478 from 1,465
Change+13 (+1%)
Value$17.8K (-$2.5K)
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
DECREASED
Shares1,464 from 1,565
Change-101 (-6%)
Value$17.7K (-$4.1K)
Filed 2026-10-26
RHL Group, LLC
INCREASED
Shares1,419 from 1,404
Change+15 (+1%)
Value$17.1K (-$2.5K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares1,416 from 738
Change+678 (+92%)
Value$17.1K (+$6.8K)
Filed 2026-11-03
Birchbrook, Inc.
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$16.4K (-$2.5K)
Filed 2026-10-14
High Note Wealth, LLC
INCREASED
Shares1,340 from 1,128
Change+212 (+19%)
Value$16.2K (+$481)
Filed 2026-10-27
New England Capital Financial Advisors LLC
DECREASED
Shares1,335 from 1,724
Change-389 (-23%)
Value$16.1K (-$7.9K)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares1,314 from 927
Change+387 (+42%)
Value$15.8K (+$3.0K)
Filed 2026-10-19
Hughes Financial Services, LLC
DECREASED
Shares1,312 from 1,378
Change-66 (-5%)
Value$16.2K (-$2.9K)
Filed 2026-10-30
Advantage Trust Co
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$15.7K (-$2.4K)
Filed 2026-10-19
Hager Investment Management Services, LLC
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$15.6K (-$2.4K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,267 from 1,267
Change0 (0%)
Value$15.3K (-$2.3K)
Filed 2026-10-15
Avion Wealth
INCREASED
Shares1,239 from 1,164
Change+75 (+6%)
Value$14 (-$2)
Filed 2026-11-04
Wealth Analytics Partners, LLC
NEW
Shares1,206
Change+1,206
Value$14.5K
Filed 2026-10-19
Barrett & Company, Inc.
INCREASED
Shares1,158 from 898
Change+260 (+29%)
Value$14.0K (+$1.5K)
Filed 2026-10-22
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,149 from 5,540
Change-4,391 (-79%)
Value$13.9K (-$63.2K)
Filed 2026-10-13
DiNuzzo Private Wealth, Inc.
INCREASED
Shares1,110 from 1,109
Change+1 (+0%)
Value$13.4K (-$2.0K)
Filed 2026-10-16
Boyd Watterson Asset Management LLC
UNCHANGED
Shares1,083 from 1,083
Change0 (0%)
Value$13.1K (-$2.0K)
Filed 2026-11-06
West Paces Advisors Inc.
DECREASED
Shares1,075 from 1,126
Change-51 (-5%)
Value$13.0K (-$2.7K)
Filed 2026-10-13
Kelleher Financial Advisors
DECREASED
Shares1,069 from 1,371
Change-302 (-22%)
Value$12.9K (-$6.2K)
Filed 2026-10-30
Montag A & Associates Inc
UNCHANGED
Shares1,063 from 1,063
Change0 (0%)
Value$12.8K (-$2.0K)
Filed 2026-10-29
Inspire Investing, LLC
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$12.7K (-$1.9K)
Filed 2026-10-22
Tounjian Advisory Partners, LLC
INCREASED
Shares1,055 from 654
Change+401 (+61%)
Value$12.7K (+$3.6K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$12.6K (-$1.9K)
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$12.6K (-$1.9K)
Filed 2026-10-23
Coston, McIsaac & Partners
INCREASED
Shares1,030 from 1,028
Change+2 (+0%)
Value$12.4K (+$12.4K)
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,013 from 1,000
Change+13 (+1%)
Value$12.1K (-$1.8K)
Filed 2026-11-02
First Pacific Financial
INCREASED
Shares1,011 from 1,000
Change+11 (+1%)
Value$12.2K (-$1.7K)
Filed 2026-10-14
Rydar Equities, Inc.
NEW
Shares1,000
Change+1,000
Value$12.1K
Filed 2026-10-13
Access Investment Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$12.1K (-$1.8K)
Filed 2026-10-23
Essential Investment Partners LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$12.1K (-$1.8K)
Filed 2026-10-27
Kimelman & Baird, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$12.1K (-$1.8K)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$12.1K (-$1.8K)
Filed 2026-10-21
Sunrise Financial Services, LLC
DECREASED
Shares949 from 1,124
Change-175 (-16%)
Value$11.4K (-$4.2K)
Filed 2026-10-21
Lodestone Wealth Management LLC
INCREASED
Shares918 from 908
Change+10 (+1%)
Value$11.1K (-$1.6K)
Filed 2026-10-14
Grove Bank & Trust
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$10.9K (-$1.7K)
Filed 2026-10-08
Mascoma Wealth Management LLC
INCREASED
Shares902 from 890
Change+12 (+1%)
Value$10.9K (-$1.5K)
Filed 2026-10-23
City Holding Co
INCREASED
Shares890 from 590
Change+300 (+51%)
Value$10.7K (+$2.5K)
Filed 2026-10-19
Creative Capital Management Investments LLC
DECREASED
Shares858 from 1,756
Change-898 (-51%)
Value$10.4K (-$14.1K)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$10.3K (-$1.6K)
Filed 2026-10-20
Joseph Group Capital Management
DECREASED
Shares836 from 1,014
Change-178 (-18%)
Value$10.1K (-$4.0K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED
Shares829 from 633
Change+196 (+31%)
Value$10.0K (+$1.2K)
Filed 2026-11-03
Point Nemo Capital, LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$9.4K (-$1.4K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
INCREASED
Shares740 from 163
Change+577 (+354%)
Value$8.9K (+$6.6K)
Filed 2026-11-02
Tower Trust & Investment Co
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$8.7K (-$1.3K)
Filed 2026-10-28
Atwood & Palmer Inc
INCREASED
Shares714 from 706
Change+8 (+1%)
Value$8.6K (-$1.2K)
Filed 2026-10-08
Montgomery Financial Services LLC
INCREASED
Shares705 from 703
Change+2 (+0%)
Value$8.5K (-$1.3K)
Filed 2026-11-03
IAG Wealth Partners, LLC
DECREASED
Shares687 from 1,527
Change-840 (-55%)
Value$8.3K (-$12.9K)
Filed 2026-11-06
Luken Investment Analytics, LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$8.0K (-$1.2K)
Filed 2026-11-06
Sima Wealth Partners, LLC
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$8.0K (-$1.2K)
Filed 2026-10-19
Marquette Asset Management, LLC
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$7.4K (-$1.1K)
Filed 2026-10-09
KFG LLC
NEW
Shares616
Change+616
Value$7.4K
Filed 2026-11-02
Washington Trust Advisors, Inc.
INCREASED
Shares608 from 115
Change+493 (+429%)
Value$7.3K (+$5.7K)
Filed 2026-10-22
Beacon Financial Strategies Corp
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$7.2K (-$1.1K)
Filed 2026-10-14
Blume Capital Management, Inc.
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$7.2K (-$1.1K)
Filed 2026-10-26
Activest Wealth Management
DECREASED
Shares587 from 1,088
Change-501 (-46%)
Value$7.1K (-$8.0K)
Filed 2026-10-15
St. Johns Investment Management Company, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$6.8K (-$1.0K)
Filed 2026-10-30
Breakwater Investment Management
INCREASED
Shares546 from 514
Change+32 (+6%)
Value$6.6K (-$560)
Filed 2026-10-20
Evermay Wealth Management LLC
DECREASED
Shares536 from 679
Change-143 (-21%)
Value$6.5K (-$3.0K)
Filed 2026-11-05
Fairway Wealth LLC
NEW
Shares524
Change+524
Value$6.3K
Filed 2026-10-30
GS Investments, Inc.
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$6.2K (-$938)
Filed 2026-11-05
J.Safra Asset Management Corp
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$6.2K (-$938)
Filed 2026-11-03
Peoples Financial Services Corp.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.0K (-$920)
Filed 2026-10-20
StrongBox Wealth, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.0K (-$920)
Filed 2026-11-02
Hurley Capital, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$5.8K (-$887)
Filed 2026-11-05
Roxbury Financial LLC
INCREASED
Shares477 from 117
Change+360 (+308%)
Value$5.8K (+$4.1K)
Filed 2026-10-01
Maseco LLP
INCREASED
Shares471 from 349
Change+122 (+35%)
Value$5.7K (+$829)
Filed 2026-10-27
North Point Portfolio Managers Corp
NEW
Shares457
Change+457
Value$5.5K
Filed 2026-10-07
CGC Financial Services, LLC
DECREASED
Shares457 from 1,829
Change-1,372 (-75%)
Value$5.5K (-$19.9K)
Filed 2026-10-13
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$5.5K (-$833)
Filed 2026-10-07
Burk Holdings LLC
INCREASED
Shares434 from 233
Change+201 (+86%)
Value$5.2K (+$2.0K)
Filed 2026-11-05
Aventus Investment Advisors, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$4.8K (-$736)
Filed 2026-10-09
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares396 from 330
Change+66 (+20%)
Value$4.8K (+$189)
Filed 2026-10-15
Valued Wealth Advisors LLC
DECREASED
Shares381 from 451
Change-70 (-16%)
Value$4.6K (-$1.7K)
Filed 2026-11-05
Bank of New Hampshire
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$4.5K (-$693)
Filed 2026-10-06
First Premier Bank
INCREASED
Shares368 from 343
Change+25 (+7%)
Value$4 (-$1)
Filed 2026-10-13
Sfam, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$4.4K (-$677)
Filed 2026-11-03
Bayban
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$4.9K ($0)
Filed 2026-11-05
NBH Bank
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$4.2K (-$644)
Filed 2026-11-05
Aspect Partners, LLC
INCREASED
Shares343 from 338
Change+5 (+1%)
Value$4.1K (-$561)
Filed 2026-10-20
Valley Wealth Managers, Inc.
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$4.1K (-$628)
Filed 2026-10-09
Addison Advisors LLC
DECREASED
Shares340 from 462
Change-122 (-26%)
Value$4.1K (-$2.3K)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
NEW
Shares329
Change+329
Value$4.0K
Filed 2026-10-16
Abound Wealth Management
INCREASED
Shares321 from 220
Change+101 (+46%)
Value$3.9K (+$814)
Filed 2026-10-26
USA Financial Formulas
NEW
Shares317
Change+317
Value$3.8K
Filed 2026-10-16
Livelsberger Financial Advisory
NEW
Shares300
Change+300
Value$3.6K
Filed 2026-10-28
First Community Trust NA
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.6K (-$552)
Filed 2026-10-07
First United Bank & Trust
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.6K (-$552)
Filed 2026-10-22
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$3.5K (-$536)
Filed 2026-10-30
Bear Mountain Capital, Inc.
INCREASED
Shares282 from 266
Change+16 (+6%)
Value$3.5K (-$206)
Filed 2026-11-04
IMG Wealth Management, Inc.
INCREASED
Shares266 from 97
Change+169 (+174%)
Value$3.2K (+$1.9K)
Filed 2026-10-27
Bfsg, LLC
NEW
Shares261
Change+261
Value$3.1K
Filed 2026-10-30
Retirement Wealth Solutions LLC
INCREASED
Shares253 from 192
Change+61 (+32%)
Value$3.1K (+$381)
Filed 2026-10-07
Compass Wealth Management LLC
NEW
Shares250
Change+250
Value$3.0K
Filed 2026-10-22
Vision Financial Markets LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$3.1K (-$357)
Filed 2026-10-22
Pathway Financial Advisers, LLC
NEW
Shares233
Change+233
Value$2.8K
Filed 2026-10-27
Reap Financial Group, LLC
DECREASED
Shares227 from 664
Change-437 (-66%)
Value$2.7K (-$6.5K)
Filed 2026-11-02
Torren Management, LLC
INCREASED
Shares225 from 224
Change+1 (+0%)
Value$2.7K (-$396)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2 (-$1)
Filed 2026-11-04
Hickory Point Bank & Trust
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.4K (-$368)
Filed 2026-10-01
Kennebec Savings Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.4K (-$368)
Filed 2026-10-22
1620 Investment Advisors, Inc.
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$2.1K (-$323)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares171
Change+171
Value$2.1K
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares168
Change+168
Value$2.0K
Filed 2026-10-09
Toth Financial Advisory Corp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$1.8K (-$276)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$1.8K (-$276)
Filed 2026-10-07
UMB Private Wealth Management, LLC
NEW
Shares147
Change+147
Value$1.8K
Filed 2026-10-19
Three Bridge Wealth Advisors, LLC
NEW
Shares145
Change+145
Value$1.7K
Filed 2026-11-05
Chilton Capital Management LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$1.7K (-$259)
Filed 2026-10-28
Financially Speaking Inc
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$1.7K (+$73)
Filed 2026-11-05
Kozak & Associates, Inc.
DECREASED
Shares139 from 140
Change-1 (-1%)
Value$1.7K (-$243)
Filed 2026-10-29
Birchwood Financial Partners, Inc.
NEW
Shares136
Change+136
Value$1.6K
Filed 2026-11-02
Monetary Solutions, Ltd
INCREASED
Shares124 from 118
Change+6 (+5%)
Value$1.5K (-$145)
Filed 2026-10-22
Midwest Capital Advisors, LLC
NEW
Shares121
Change+121
Value$1.5K
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$1.4K (-$211)
Filed 2026-10-15
Navigoe, LLC
DECREASED
Shares112 from 128
Change-16 (-12%)
Value$1 ($0)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$1.3K (-$192)
Filed 2026-10-30
American National Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.2K (-$184)
Filed 2026-10-07
Oakworth Capital, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.2K (-$158)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.2K (-$106)
Filed 2026-11-03
DecisionPoint Financial, LLC
INCREASED
Shares99 from 70
Change+29 (+41%)
Value$1.2K (+$260)
Filed 2026-10-27
Burkett Financial Services, LLC
INCREASED
Shares95 from 94
Change+1 (+1%)
Value$1.2K (-$162)
Filed 2026-10-01
TFC Financial Management, Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$1.1K (-$165)
Filed 2026-10-26
Ashurst Perkins Coie Trust Co
NEW
Shares89
Change+89
Value$1.1K
Filed 2026-10-15
Foresight Capital Management Advisors, Inc.
NEW
Shares84
Change+84
Value$1.0K
Filed 2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$892 (-$137)
Filed 2026-10-23
Financial Freedom, LLC
NEW
Shares70
Change+70
Value$844
Filed 2026-11-06
PayPay Securities Corp
INCREASED
Shares69 from 65
Change+4 (+6%)
Value$832 (-$72)
Filed 2026-10-27
Dorato Capital Management
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$804 (-$115)
Filed 2026-10-08
Nvest Wealth Strategies, Inc.
DECREASED
Shares60 from 502
Change-442 (-88%)
Value$724 (-$6.3K)
Filed 2026-10-14
Davis Capital Management
DECREASED
Shares56 from 91
Change-35 (-38%)
Value$675 (-$590)
Filed 2026-10-08
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$603 (-$92)
Filed 2026-10-23
Centerpoint Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1 ($0)
Filed 2026-11-05
Proathlete Wealth Management LLC
NEW
Shares46
Change+46
Value$554
Filed 2026-10-15
WestEnd Advisors, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$531 (-$81)
Filed 2026-10-27
Fairscale Capital, LLC
NEW
Shares40
Change+40
Value$490
Filed 2026-11-04
Godsey & Gibb, Inc
NEW
Shares34
Change+34
Value$411
Filed 2026-10-14
NorthAvenue LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$386 (-$59)
Filed 2026-10-29
Robbins Farley
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$242 (-$36)
Filed 2026-10-21
United Financial Planning Group LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$193 (-$29)
Filed 2026-11-04
West Branch Capital LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$193 (-$30)
Filed 2026-10-20
Gilpin Wealth Management, LLC
NEW
Shares14
Change+14
Value$169
Filed 2026-10-09
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.8K (-$592)
Filed 2026-10-19
3 Factor Indexing, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$133 (-$20)
Filed 2026-10-15
Frisco Financial Planning LLC
NEW
Shares5
Change+5
Value$60
Filed 2026-10-05
Acumen Wealth Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$61 (-$9)
Filed 2026-11-05
Clayton Financial Group LLC
NEW
Shares3
Change+3
Value$39
Filed 2026-10-13
Beacon Capital Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$7 (-$1)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 383,462
Change-383,462 (-100%)
Value$0 (-$5.3M)
Filed 2026-11-04
Patton Fund Management, Inc.
CLOSED
Shares0 from 186,726
Change-186,726 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-13
Econ Financial Services Corp
CLOSED
Shares0 from 175,252
Change-175,252 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-19
Illinois Municipal Retirement Fund
CLOSED
Shares0 from 78,411
Change-78,411 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
OMC Financial Services LTD
CLOSED
Shares0 from 71,313
Change-71,313 (-100%)
Value$0 (-$991.3K)
Filed 2026-10-19
Lecap Asset Management LTD
CLOSED
Shares0 from 48,690
Change-48,690 (-100%)
Value$0 (-$676.8K)
Filed 2026-10-27
Laurion Capital Management LP
CLOSED
Shares0 from 38,700
Change-38,700 (-100%)
Value$0 (-$537.9K)
Filed 2026-10-30
Grant Private Wealth Management Inc
CLOSED
Shares0 from 32,611
Change-32,611 (-100%)
Value$0 (-$453.3K)
Filed 2026-10-19
Lionsbridge Wealth Management LLC
CLOSED
Shares0 from 25,011
Change-25,011 (-100%)
Value$0 (-$347.7K)
Filed 2026-10-26
Emerald Advisors, LLC
CLOSED
Shares0 from 22,726
Change-22,726 (-100%)
Value$0 (-$315.9K)
Filed 2026-10-13
Saxon Interests, Inc.
CLOSED
Shares0 from 22,127
Change-22,127 (-100%)
Value$0 (-$307.6K)
Filed 2026-10-26
Wellington Shields & Co., LLC
CLOSED
Shares0 from 21,922
Change-21,922 (-100%)
Value$0 (-$304.7K)
Filed 2026-11-03
Carret Asset Management, LLC
CLOSED
Shares0 from 20,366
Change-20,366 (-100%)
Value$0 (-$283.1K)
Filed 2026-11-04
Golden Reserve Retirement LLC
CLOSED
Shares0 from 18,266
Change-18,266 (-100%)
Value$0 (-$253.9K)
Filed 2026-11-02
Legacy Advisors, LLC
CLOSED
Shares0 from 17,012
Change-17,012 (-100%)
Value$0 (-$236.5K)
Filed 2026-10-19
Scarborough Advisors, LLC
CLOSED
Shares0 from 16,204
Change-16,204 (-100%)
Value$0 (-$240.5K)
Filed 2026-10-16
Plan Group Financial, LLC
CLOSED
Shares0 from 16,098
Change-16,098 (-100%)
Value$0 (-$223.8K)
Filed 2026-10-22
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 14,985
Change-14,985 (-100%)
Value$0 (-$208.3K)
Filed 2026-11-05
Beese Fulmer Investment Management, Inc.
CLOSED
Shares0 from 14,559
Change-14,559 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-23
Providence First Trust Co
CLOSED
Shares0 from 14,271
Change-14,271 (-100%)
Value$0 (-$198.4K)
Filed 2026-11-02
Wespac Advisors, LLC
CLOSED
Shares0 from 14,032
Change-14,032 (-100%)
Value$0 (-$195.0K)
Filed 2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED
Shares0 from 13,383
Change-13,383 (-100%)
Value$0 (-$186.0K)
Filed 2026-10-16
MRA Advisory Group
CLOSED
Shares0 from 12,861
Change-12,861 (-100%)
Value$0 (-$178.8K)
Filed 2026-10-07
Joel Isaacson & Co., LLC
CLOSED
Shares0 from 12,622
Change-12,622 (-100%)
Value$0 (-$175.4K)
Filed 2026-11-05
Sepio Capital, LP
CLOSED
Shares0 from 12,426
Change-12,426 (-100%)
Value$0 (-$172.7K)
Filed 2026-10-22
Carrera Capital Advisors
CLOSED
Shares0 from 12,237
Change-12,237 (-100%)
Value$0 (-$170.1K)
Filed 2026-11-03
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 11,499
Change-11,499 (-100%)
Value$0 (-$159.8K)
Filed 2026-10-09
ProVise Management Group, LLC
CLOSED
Shares0 from 11,174
Change-11,174 (-100%)
Value$0 (-$155.3K)
Filed 2026-11-06
Johnson Financial Group, LLC
CLOSED
Shares0 from 10,780
Change-10,780 (-100%)
Value$0 (-$149.8K)
Filed 2026-11-03
Transcendent Capital Group LLC
CLOSED
Shares0 from 10,728
Change-10,728 (-100%)
Value$0 (-$149.1K)
Filed 2026-10-28
TritonPoint Partners, LLC
CLOSED
Shares0 from 10,548
Change-10,548 (-100%)
Value$0 (-$146.6K)
Filed 2026-11-05
Successful Portfolios LLC
CLOSED
Shares0 from 10,383
Change-10,383 (-100%)
Value$0 (-$143.9K)
Filed 2026-10-09
Capital Investment Counsel, Inc
CLOSED
Shares0 from 10,165
Change-10,165 (-100%)
Value$0 (-$141.3K)
Filed 2026-10-20
Salem Investment Counselors Inc
CLOSED
Shares0 from 7,727
Change-7,727 (-100%)
Value$0 (-$107.4K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 7,588
Change-7,588 (-100%)
Value$0 (-$105.5K)
Filed 2026-10-15
Vestor Capital, LLC
CLOSED
Shares0 from 4,742
Change-4,742 (-100%)
Value$0 (-$254)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 3,671
Change-3,671 (-100%)
Value$0 (-$51.0K)
Filed 2026-10-14
BankPlus Trust Department
CLOSED
Shares0 from 2,398
Change-2,398 (-100%)
Value$0 (-$33.3K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 2,115
Change-2,115 (-100%)
Value$0 (-$29.4K)
Filed 2026-10-21
Founders Capital Management
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$27.8K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,639
Change-1,639 (-100%)
Value$0 (-$23.6K)
Filed 2026-10-16
Evolution Advisers, Inc.
CLOSED
Shares0 from 708
Change-708 (-100%)
Value$0 (-$9)
Filed 2026-11-06
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$9.7K)
Filed 2026-11-03
Global Trust Asset Management, LLC
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$8.4K)
Filed 2026-10-19
Brooklyn FI, LLC
CLOSED
Shares0 from 547
Change-547 (-100%)
Value$0 (-$7.9K)
Filed 2026-11-05
Pflug Koory, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-13
Bullseye Investment Management, LLC
CLOSED
Shares0 from 379
Change-379 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-26
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-26
Chung Wu Investment Group, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$4.2K)
Filed 2026-11-03
Atlatl Advisers LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-22
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$1)
Filed 2026-11-06
Whipplewood Advisors, LLC
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-20
Robinswood Financial LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$722)
Filed 2026-10-20
United Community Bank
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$681)
Filed 2026-10-28
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$362)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$83)
Filed 2026-10-29
Cypress Capital, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$56)
Filed 2026-10-20
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$27)
Filed 2026-10-23
BlackRock, Inc.
N/A
Shares— from 334,469,887
Change-334,469,887 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 255,450,263
Change-255,450,263 (-100%)
Value—
State Street Corp
N/A
Shares— from 194,039,770
Change-194,039,770 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 181,567,990
Change-181,567,990 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 137,028,761
Change-137,028,761 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 131,114,486
Change-131,114,486 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 72,424,686
Change-72,424,686 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 53,075,766
Change-53,075,766 (-100%)
Value—
Norges Bank
N/A
Shares— from 51,707,627
Change-51,707,627 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 44,314,237
Change-44,314,237 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 36,382,631
Change-36,382,631 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32,229,131
Change-32,229,131 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 29,294,475
Change-29,294,475 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 28,366,182
Change-28,366,182 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 28,138,640
Change-28,138,640 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 24,539,773
Change-24,539,773 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 21,979,082
Change-21,979,082 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,691,634
Change-18,691,634 (-100%)
Value—
UBS Group AG
N/A
Shares— from 14,860,251
Change-14,860,251 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,567,709
Change-14,567,709 (-100%)
Value—
Aspex Management (HK) Ltd
N/A
Shares— from 11,888,605
Change-11,888,605 (-100%)
Value—
Man Group plc
N/A
Shares— from 11,812,989
Change-11,812,989 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,354,752
Change-11,354,752 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 11,260,321
Change-11,260,321 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 11,052,286
Change-11,052,286 (-100%)
Value—
National Pension Service
N/A
Shares— from 9,949,526
Change-9,949,526 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 9,635,268
Change-9,635,268 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,556,137
Change-9,556,137 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 9,018,083
Change-9,018,083 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 8,976,116
Change-8,976,116 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 8,782,438
Change-8,782,438 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 8,765,621
Change-8,765,621 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 8,764,145
Change-8,764,145 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 8,449,861
Change-8,449,861 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,385,713
Change-8,385,713 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,237,748
Change-8,237,748 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 7,723,464
Change-7,723,464 (-100%)
Value—
Avantyr Capital Partners, LP
N/A
Shares— from 7,299,953
Change-7,299,953 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 7,177,952
Change-7,177,952 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 6,741,235
Change-6,741,235 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 6,255,667
Change-6,255,667 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 6,035,475
Change-6,035,475 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,881,435
Change-5,881,435 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 5,696,373
Change-5,696,373 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,561,886
Change-5,561,886 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 5,556,410
Change-5,556,410 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 4,972,618
Change-4,972,618 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,465,838
Change-4,465,838 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 4,427,035
Change-4,427,035 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 4,346,123
Change-4,346,123 (-100%)
Value—
E20 Capital Ltd
N/A
Shares— from 4,171,987
Change-4,171,987 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,035,882
Change-4,035,882 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 3,847,113
Change-3,847,113 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,686,473
Change-3,686,473 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 3,627,692
Change-3,627,692 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 3,482,871
Change-3,482,871 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 3,358,673
Change-3,358,673 (-100%)
Value—
Aviva PLC
N/A
Shares— from 3,268,792
Change-3,268,792 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,235,074
Change-3,235,074 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 3,147,409
Change-3,147,409 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 3,055,403
Change-3,055,403 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 3,029,539
Change-3,029,539 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,995,000
Change-2,995,000 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,944,737
Change-2,944,737 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,847,220
Change-2,847,220 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,739,015
Change-2,739,015 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 2,738,293
Change-2,738,293 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,727,205
Change-2,727,205 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 2,633,643
Change-2,633,643 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,490,537
Change-2,490,537 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,488,825
Change-2,488,825 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 2,451,189
Change-2,451,189 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,417,486
Change-2,417,486 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 2,403,285
Change-2,403,285 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 2,377,200
Change-2,377,200 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 2,299,258
Change-2,299,258 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 2,296,747
Change-2,296,747 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,294,936
Change-2,294,936 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,188,761
Change-2,188,761 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,171,886
Change-2,171,886 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 2,139,368
Change-2,139,368 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 2,038,974
Change-2,038,974 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,014,217
Change-2,014,217 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,000,363
Change-2,000,363 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 1,983,769
Change-1,983,769 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,975,561
Change-1,975,561 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,926,124
Change-1,926,124 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,894,211
Change-1,894,211 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,889,848
Change-1,889,848 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,884,734
Change-1,884,734 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,847,897
Change-1,847,897 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,837,159
Change-1,837,159 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 1,806,535
Change-1,806,535 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1,794,490
Change-1,794,490 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,664,851
Change-1,664,851 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,649,709
Change-1,649,709 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,603,635
Change-1,603,635 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,541,784
Change-1,541,784 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 1,540,434
Change-1,540,434 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,538,713
Change-1,538,713 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,515,340
Change-1,515,340 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 1,483,605
Change-1,483,605 (-100%)
Value—
ING Groep NV
N/A
Shares— from 1,482,779
Change-1,482,779 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 1,481,358
Change-1,481,358 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,434,698
Change-1,434,698 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,413,811
Change-1,413,811 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1,352,781
Change-1,352,781 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,349,323
Change-1,349,323 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,327,098
Change-1,327,098 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,224,222
Change-1,224,222 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 1,193,198
Change-1,193,198 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,133,046
Change-1,133,046 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,103,492
Change-1,103,492 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,091,822
Change-1,091,822 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,053,679
Change-1,053,679 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,021,733
Change-1,021,733 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,004,181
Change-1,004,181 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 899,172
Change-899,172 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 895,313
Change-895,313 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 884,284
Change-884,284 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 884,204
Change-884,204 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 870,379
Change-870,379 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 826,784
Change-826,784 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 825,680
Change-825,680 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 816,741
Change-816,741 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 799,856
Change-799,856 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 770,685
Change-770,685 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 714,500
Change-714,500 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 707,775
Change-707,775 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 693,810
Change-693,810 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 689,200
Change-689,200 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 678,439
Change-678,439 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 670,152
Change-670,152 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 667,457
Change-667,457 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 654,374
Change-654,374 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 645,904
Change-645,904 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 636,811
Change-636,811 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 634,809
Change-634,809 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 627,903
Change-627,903 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 624,967
Change-624,967 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 622,046
Change-622,046 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 612,975
Change-612,975 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 610,634
Change-610,634 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 596,755
Change-596,755 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 593,419
Change-593,419 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 587,753
Change-587,753 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 587,396
Change-587,396 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 569,087
Change-569,087 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 568,154
Change-568,154 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 561,441
Change-561,441 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 558,726
Change-558,726 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 535,971
Change-535,971 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 532,575
Change-532,575 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 530,327
Change-530,327 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 530,000
Change-530,000 (-100%)
Value—
Hel Ved Capital Management Ltd
N/A
Shares— from 525,320
Change-525,320 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 509,182
Change-509,182 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 505,082
Change-505,082 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 504,055
Change-504,055 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 494,808
Change-494,808 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 491,327
Change-491,327 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 485,117
Change-485,117 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 462,269
Change-462,269 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 459,863
Change-459,863 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 459,360
Change-459,360 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 449,116
Change-449,116 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 445,837
Change-445,837 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 437,761
Change-437,761 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 406,323
Change-406,323 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 397,857
Change-397,857 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 395,263
Change-395,263 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 391,988
Change-391,988 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 383,081
Change-383,081 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 381,751
Change-381,751 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 372,013
Change-372,013 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 368,869
Change-368,869 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 366,758
Change-366,758 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 365,233
Change-365,233 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 361,331
Change-361,331 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 356,639
Change-356,639 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 354,314
Change-354,314 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 351,593
Change-351,593 (-100%)
Value—
Allstate Corp
N/A
Shares— from 334,896
Change-334,896 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 330,081
Change-330,081 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 329,230
Change-329,230 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 322,261
Change-322,261 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 313,828
Change-313,828 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 312,804
Change-312,804 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 312,759
Change-312,759 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 312,570
Change-312,570 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 308,439
Change-308,439 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 306,409
Change-306,409 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 305,551
Change-305,551 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 297,747
Change-297,747 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 297,577
Change-297,577 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 289,606
Change-289,606 (-100%)
Value—
Soviero Asset Management, LP
N/A
Shares— from 285,000
Change-285,000 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 281,663
Change-281,663 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 275,710
Change-275,710 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 274,303
Change-274,303 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 269,375
Change-269,375 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 267,076
Change-267,076 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 264,783
Change-264,783 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 264,743
Change-264,743 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 259,828
Change-259,828 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 257,991
Change-257,991 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 257,905
Change-257,905 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 256,289
Change-256,289 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 249,918
Change-249,918 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 246,449
Change-246,449 (-100%)
Value—
&partners
N/A
Shares— from 237,480
Change-237,480 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 236,906
Change-236,906 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 235,660
Change-235,660 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 233,701
Change-233,701 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 230,334
Change-230,334 (-100%)
Value—
Nwam LLC
N/A
Shares— from 220,669
Change-220,669 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 220,035
Change-220,035 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 214,101
Change-214,101 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 211,307
Change-211,307 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 207,757
Change-207,757 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 207,126
Change-207,126 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 205,500
Change-205,500 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 203,463
Change-203,463 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 201,823
Change-201,823 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 200,949
Change-200,949 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 200,240
Change-200,240 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 199,399
Change-199,399 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 198,745
Change-198,745 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 191,490
Change-191,490 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 189,656
Change-189,656 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 188,034
Change-188,034 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 184,398
Change-184,398 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 182,519
Change-182,519 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 181,475
Change-181,475 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 179,775
Change-179,775 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 178,711
Change-178,711 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 175,270
Change-175,270 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 175,077
Change-175,077 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 174,644
Change-174,644 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 174,010
Change-174,010 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 173,791
Change-173,791 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 171,549
Change-171,549 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 170,080
Change-170,080 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 169,711
Change-169,711 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 168,613
Change-168,613 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 168,230
Change-168,230 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 167,846
Change-167,846 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 165,000
Change-165,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 162,819
Change-162,819 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 161,905
Change-161,905 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 160,894
Change-160,894 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 160,593
Change-160,593 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 155,958
Change-155,958 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 155,167
Change-155,167 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 153,446
Change-153,446 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 151,478
Change-151,478 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 147,630
Change-147,630 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 146,427
Change-146,427 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 145,901
Change-145,901 (-100%)
Value—
Blair William & Co
N/A
Shares— from 144,426
Change-144,426 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 143,000
Change-143,000 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 142,263
Change-142,263 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 140,153
Change-140,153 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 137,955
Change-137,955 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 137,643
Change-137,643 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 137,518
Change-137,518 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 136,894
Change-136,894 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 135,915
Change-135,915 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 134,236
Change-134,236 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 133,200
Change-133,200 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 128,555
Change-128,555 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 126,685
Change-126,685 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 126,620
Change-126,620 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 126,143
Change-126,143 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 125,484
Change-125,484 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 125,328
Change-125,328 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 124,463
Change-124,463 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 121,878
Change-121,878 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 120,686
Change-120,686 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 118,110
Change-118,110 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 117,880
Change-117,880 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 117,789
Change-117,789 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 117,146
Change-117,146 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 116,529
Change-116,529 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 115,568
Change-115,568 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 114,583
Change-114,583 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 114,481
Change-114,481 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 114,315
Change-114,315 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 113,474
Change-113,474 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 112,530
Change-112,530 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 112,244
Change-112,244 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 112,118
Change-112,118 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 110,023
Change-110,023 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 109,539
Change-109,539 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 109,015
Change-109,015 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 107,890
Change-107,890 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 104,001
Change-104,001 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 103,606
Change-103,606 (-100%)
Value—
Owlhouse Capital LP
N/A
Shares— from 103,500
Change-103,500 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 103,033
Change-103,033 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 102,273
Change-102,273 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 99,506
Change-99,506 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 98,507
Change-98,507 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 97,880
Change-97,880 (-100%)
Value—
Stephens Inc
N/A
Shares— from 96,128
Change-96,128 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 93,911
Change-93,911 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 91,887
Change-91,887 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 90,532
Change-90,532 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 90,212
Change-90,212 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 90,032
Change-90,032 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 89,041
Change-89,041 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 88,124
Change-88,124 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 87,597
Change-87,597 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 86,658
Change-86,658 (-100%)
Value—
Prudential PLC
N/A
Shares— from 86,072
Change-86,072 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 85,846
Change-85,846 (-100%)
Value—
FIL Ltd
N/A
Shares— from 84,836
Change-84,836 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 84,210
Change-84,210 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 83,995
Change-83,995 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 83,884
Change-83,884 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 83,873
Change-83,873 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 81,367
Change-81,367 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 81,077
Change-81,077 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 79,942
Change-79,942 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 78,664
Change-78,664 (-100%)
Value—
Commerce Bank
N/A
Shares— from 78,068
Change-78,068 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 77,684
Change-77,684 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 77,150
Change-77,150 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 76,495
Change-76,495 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 76,407
Change-76,407 (-100%)
Value—
Board of the Pension Protection Fund
N/A
Shares— from 74,900
Change-74,900 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 74,177
Change-74,177 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 73,770
Change-73,770 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 73,488
Change-73,488 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 73,400
Change-73,400 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 73,098
Change-73,098 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 71,577
Change-71,577 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 71,367
Change-71,367 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 71,069
Change-71,069 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 70,616
Change-70,616 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 70,119
Change-70,119 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 69,747
Change-69,747 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 69,717
Change-69,717 (-100%)
Value—
S&T Bank
N/A
Shares— from 69,314
Change-69,314 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 69,058
Change-69,058 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 68,571
Change-68,571 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 68,391
Change-68,391 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 66,657
Change-66,657 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 65,505
Change-65,505 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 65,239
Change-65,239 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 63,610
Change-63,610 (-100%)
Value—
Invst, LLC
N/A
Shares— from 62,880
Change-62,880 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 61,064
Change-61,064 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 60,272
Change-60,272 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 60,204
Change-60,204 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 59,800
Change-59,800 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 59,367
Change-59,367 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 59,171
Change-59,171 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 58,960
Change-58,960 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 58,209
Change-58,209 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 58,098
Change-58,098 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 57,470
Change-57,470 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 56,958
Change-56,958 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 56,116
Change-56,116 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 56,061
Change-56,061 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 55,866
Change-55,866 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 55,699
Change-55,699 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 53,217
Change-53,217 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 52,837
Change-52,837 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 52,722
Change-52,722 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 52,046
Change-52,046 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 51,657
Change-51,657 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 51,493
Change-51,493 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 51,399
Change-51,399 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 50,951
Change-50,951 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 50,477
Change-50,477 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 50,365
Change-50,365 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 50,343
Change-50,343 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 49,984
Change-49,984 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 49,727
Change-49,727 (-100%)
Value—
Ossiam
N/A
Shares— from 49,466
Change-49,466 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 48,994
Change-48,994 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 48,698
Change-48,698 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 48,515
Change-48,515 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 47,978
Change-47,978 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 47,484
Change-47,484 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 47,446
Change-47,446 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 46,183
Change-46,183 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 45,809
Change-45,809 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 45,579
Change-45,579 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 44,943
Change-44,943 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 44,235
Change-44,235 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 43,972
Change-43,972 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 43,747
Change-43,747 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 43,727
Change-43,727 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 43,695
Change-43,695 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 43,629
Change-43,629 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 43,194
Change-43,194 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 42,926
Change-42,926 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 42,630
Change-42,630 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 42,281
Change-42,281 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 42,218
Change-42,218 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 41,806
Change-41,806 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 41,234
Change-41,234 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 40,995
Change-40,995 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 40,988
Change-40,988 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 40,643
Change-40,643 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 40,071
Change-40,071 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 39,650
Change-39,650 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 39,313
Change-39,313 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 39,291
Change-39,291 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 38,568
Change-38,568 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 38,378
Change-38,378 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 37,909
Change-37,909 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 37,350
Change-37,350 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 36,041
Change-36,041 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 35,966
Change-35,966 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 35,816
Change-35,816 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 35,714
Change-35,714 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 35,503
Change-35,503 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 35,403
Change-35,403 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 34,616
Change-34,616 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 34,604
Change-34,604 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 34,442
Change-34,442 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 33,797
Change-33,797 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 33,007
Change-33,007 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 33,005
Change-33,005 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 32,773
Change-32,773 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 32,595
Change-32,595 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 32,427
Change-32,427 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 32,160
Change-32,160 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 31,861
Change-31,861 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 30,817
Change-30,817 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 29,694
Change-29,694 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 29,659
Change-29,659 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 29,228
Change-29,228 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 29,065
Change-29,065 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 28,983
Change-28,983 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 28,693
Change-28,693 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 28,386
Change-28,386 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 28,326
Change-28,326 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 27,578
Change-27,578 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 26,893
Change-26,893 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 26,841
Change-26,841 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 26,489
Change-26,489 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 26,307
Change-26,307 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 26,201
Change-26,201 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 25,978
Change-25,978 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 25,815
Change-25,815 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 25,685
Change-25,685 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 25,008
Change-25,008 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 24,839
Change-24,839 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 24,811
Change-24,811 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 24,763
Change-24,763 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 24,738
Change-24,738 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 24,715
Change-24,715 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 24,642
Change-24,642 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 24,549
Change-24,549 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 24,467
Change-24,467 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 24,459
Change-24,459 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 24,339
Change-24,339 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 24,318
Change-24,318 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 24,002
Change-24,002 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 23,944
Change-23,944 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 23,870
Change-23,870 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 23,577
Change-23,577 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 23,537
Change-23,537 (-100%)
Value—
CSS LLC
N/A
Shares— from 23,530
Change-23,530 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 23,415
Change-23,415 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 23,404
Change-23,404 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 23,371
Change-23,371 (-100%)
Value—
EFG International AG
N/A
Shares— from 23,257
Change-23,257 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 23,210
Change-23,210 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 22,729
Change-22,729 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 22,456
Change-22,456 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 22,455
Change-22,455 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 22,384
Change-22,384 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 22,327
Change-22,327 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 22,160
Change-22,160 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 21,853
Change-21,853 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 21,361
Change-21,361 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 21,197
Change-21,197 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 21,119
Change-21,119 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 20,875
Change-20,875 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 20,774
Change-20,774 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 20,654
Change-20,654 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 20,628
Change-20,628 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 20,551
Change-20,551 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 20,350
Change-20,350 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 20,330
Change-20,330 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 20,300
Change-20,300 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 20,271
Change-20,271 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 20,241
Change-20,241 (-100%)
Value—
Summitry LLC
N/A
Shares— from 20,103
Change-20,103 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 19,948
Change-19,948 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 19,778
Change-19,778 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 19,400
Change-19,400 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 19,140
Change-19,140 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 18,906
Change-18,906 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 18,770
Change-18,770 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 18,729
Change-18,729 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 18,727
Change-18,727 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 18,485
Change-18,485 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 18,441
Change-18,441 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 18,320
Change-18,320 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 18,305
Change-18,305 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 18,301
Change-18,301 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 18,218
Change-18,218 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 18,200
Change-18,200 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 18,073
Change-18,073 (-100%)
Value—
American Trust
N/A
Shares— from 18,054
Change-18,054 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 18,028
Change-18,028 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 17,930
Change-17,930 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 17,796
Change-17,796 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 17,565
Change-17,565 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 17,526
Change-17,526 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,413
Change-17,413 (-100%)
Value—
Optas, LLC
N/A
Shares— from 17,296
Change-17,296 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 17,075
Change-17,075 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 17,036
Change-17,036 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 17,027
Change-17,027 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 16,795
Change-16,795 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 16,786
Change-16,786 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 16,732
Change-16,732 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 16,558
Change-16,558 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 16,543
Change-16,543 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 16,460
Change-16,460 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 16,353
Change-16,353 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 16,123
Change-16,123 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 16,077
Change-16,077 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 15,908
Change-15,908 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 15,885
Change-15,885 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 15,869
Change-15,869 (-100%)
Value—
Rogco, LP
N/A
Shares— from 15,811
Change-15,811 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 15,727
Change-15,727 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 15,570
Change-15,570 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 15,516
Change-15,516 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 15,467
Change-15,467 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 15,434
Change-15,434 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 15,415
Change-15,415 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 15,314
Change-15,314 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 15,191
Change-15,191 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 15,105
Change-15,105 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 15,098
Change-15,098 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 14,972
Change-14,972 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 14,922
Change-14,922 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 14,897
Change-14,897 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 14,780
Change-14,780 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 14,669
Change-14,669 (-100%)
Value—
Simmons Bank
N/A
Shares— from 14,408
Change-14,408 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 14,087
Change-14,087 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 14,057
Change-14,057 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 14,040
Change-14,040 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 14,006
Change-14,006 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 13,766
Change-13,766 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 13,652
Change-13,652 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 13,590
Change-13,590 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 13,430
Change-13,430 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 13,421
Change-13,421 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 13,408
Change-13,408 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 13,386
Change-13,386 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 13,361
Change-13,361 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 13,282
Change-13,282 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 13,198
Change-13,198 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 13,066
Change-13,066 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 12,853
Change-12,853 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 12,829
Change-12,829 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 12,795
Change-12,795 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 12,650
Change-12,650 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 12,620
Change-12,620 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 12,615
Change-12,615 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 12,593
Change-12,593 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,478
Change-12,478 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,451
Change-12,451 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 12,435
Change-12,435 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 12,317
Change-12,317 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 12,292
Change-12,292 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 12,258
Change-12,258 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 12,217
Change-12,217 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 12,203
Change-12,203 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 12,119
Change-12,119 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 12,118
Change-12,118 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 11,955
Change-11,955 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 11,945
Change-11,945 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 11,926
Change-11,926 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 11,925
Change-11,925 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 11,915
Change-11,915 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 11,813
Change-11,813 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 11,757
Change-11,757 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 11,753
Change-11,753 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 11,376
Change-11,376 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 11,313
Change-11,313 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 11,290
Change-11,290 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 11,284
Change-11,284 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 11,142
Change-11,142 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 11,127
Change-11,127 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 10,923
Change-10,923 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 10,858
Change-10,858 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,771
Change-10,771 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 10,727
Change-10,727 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 10,727
Change-10,727 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 10,675
Change-10,675 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10,557
Change-10,557 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 10,219
Change-10,219 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 10,209
Change-10,209 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 10,145
Change-10,145 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 10,114
Change-10,114 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 10,099
Change-10,099 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 8,569
Change-8,569 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 8,294
Change-8,294 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 7,992
Change-7,992 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 7,857
Change-7,857 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 7,695
Change-7,695 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 7,508
Change-7,508 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 7,125
Change-7,125 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 7,105
Change-7,105 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 7,057
Change-7,057 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 6,158
Change-6,158 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6,123
Change-6,123 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 5,825
Change-5,825 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 5,455
Change-5,455 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,385
Change-5,385 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,761
Change-4,761 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,739
Change-4,739 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 4,708
Change-4,708 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
Allianz SE
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 973
Change-973 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 908
Change-908 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 875
Change-875 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 654
Change-654 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 634
Change-634 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 606
Change-606 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
CNB Bank
N/A
Shares— from 500
Change-500 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 481
Change-481 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 470
Change-470 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 434
Change-434 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 200
Change-200 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 186
Change-186 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 156
Change-156 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 136
Change-136 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 117
Change-117 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 115
Change-115 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 114
Change-114 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 110
Change-110 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 100
Change-100 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Motco
N/A
Shares— from 86
Change-86 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED120,289,427121,010,192-720,765-1%$1.7B$1.4B-$243.9M2026-11-06
Dimensional Fund Advisors LP
DECREASED48,236,02648,777,104-541,078-1%$678.1M$581.9M-$96.2M2026-11-04
Bank of New York Mellon Corp
DECREASED28,337,52551,598,382-23,260,857-45%$717.2M$341.8M-$375.5M2026-11-05
Amundi
INCREASED20,072,66116,675,388+3,397,273+20%$231.8M$242.1M+$10.3M2026-11-06
LSV Asset Management
INCREASED19,490,61817,702,000+1,788,618+10%$246.1M$235.1M-$11.0M2026-11-06
Citigroup Inc
INCREASED13,054,4779,968,884+3,085,593+31%$138.6M$157.4M+$18.9M2026-11-04
Deutsche Bank Ag\
DECREASED12,747,47119,249,162-6,501,691-34%$267.6M$153.7M-$113.8M2026-11-06
Aberdeen Group plc
INCREASED10,639,2048,037,216+2,601,988+32%$111.7M$128.3M+$16.6M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED10,086,6679,537,198+549,469+6%$132.6M$121.6M-$10.9M2026-11-05
Geremia Financial Services, LLC
INCREASED8,909,559887,800+8,021,759+904%$12.3M$10.7M-$1.6M2026-10-19
Sumitomo Mitsui Trust Group, Inc.
DECREASED8,653,9688,911,916-257,948-3%$123.9M$104.4M-$19.5M2026-10-29
Barclays PLC
INCREASED7,736,5255,641,637+2,094,888+37%$78.4M$93.3M+$14.9M2026-11-06
Russell Investments Group, Ltd.
INCREASED6,162,2224,233,978+1,928,244+46%$58.9M$74.4M+$15.5M2026-11-06
KBC Group NV
INCREASED4,888,3832,945,516+1,942,867+66%$40.9M$59.0M+$18.0M2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED4,859,4394,283,980+575,459+13%$59.5M$58.6M-$942.5K2026-11-03
LPL Financial LLC
INCREASED4,696,5574,427,829+268,728+6%$61.5M$56.6M-$4.9M2026-11-06
Assenagon Asset Management S.A.
INCREASED4,290,32277,021+4,213,301+5470%$1.1M$51.7M+$50.7M2026-10-15
Principal Financial Group Inc
DECREASED4,179,1644,454,146-274,982-6%$61.9M$50.4M-$11.5M2026-11-02
New York State Teachers Retirement System
DECREASED3,023,8803,139,789-115,909-4%$43.6M$36.5M-$7.2M2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED2,976,6622,813,886+162,776+6%$39.1M$35.9M-$3.2M2026-10-20
Pictet Asset Management Holding SA
INCREASED2,828,4772,404,677+423,800+18%$33.4M$34.1M+$695.7K2026-11-03
Wedge Capital Management L L P
DECREASED2,330,9592,370,837-39,878-2%$33.0M$28.1M-$4.8M2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED2,248,1411,949,102+299,039+15%$27.1M$27.1M+$20.1K2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED2,226,2223,797,506-1,571,284-41%$52.8M$26.8M-$25.9M2026-11-06
Asset Management One Co., Ltd.
INCREASED2,122,3631,822,347+300,016+16%$25.3M$25.6M+$265.1K2026-10-27
Alps Advisors Inc
INCREASED2,091,0021,876,979+214,023+11%$26.1M$25.2M-$872.5K2026-11-03
MacKenzie Financial Corp
DECREASED2,070,6533,169,131-1,098,478-35%$44.1M$25.0M-$19.1M2026-11-02
SEB Asset Management AB
DECREASED2,008,3142,244,653-236,339-11%$31.2M$24.2M-$7.0M2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED1,995,789934,022+1,061,767+114%$13.0M$24.1M+$11.1M2026-10-22
Artemis Investment Management LLP
INCREASED1,890,2221,201,044+689,178+57%$16.7M$22.8M+$6.1M2026-10-08
Strs Ohio
DECREASED1,660,3622,030,152-369,790-18%$28.2M$20.0M-$8.2M2026-10-30
Commonwealth Equity Services, LLC
DECREASED1,644,1051,665,523-21,418-1%$23.2M$19.8M-$3.3M2026-11-02
Achmea Investment Management B.V.
NEW1,613,259—+1,613,259——$19.5M—2026-10-30
Natixis
INCREASED1,541,144481,362+1,059,782+220%$6.7M$18.6M+$11.9M2026-11-06
State of Michigan Retirement System
DECREASED1,501,5791,519,579-18,000-1%$21.1M$18.1M-$3.0M2026-10-27
Creative Planning
INCREASED1,497,9961,278,307+219,689+17%$17.8M$18.1M+$297.4K2026-11-02
LBP AM SA
INCREASED1,358,0651,135,199+222,866+20%$15.8M$16.4M+$599.0K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED1,352,5051,376,689-24,184-2%$19.1M$16.3M-$2.8M2026-11-02
Certuity, LLC
INCREASED1,352,1281,351,081+1,047+0%$18.8M$16.3M-$2.5M2026-11-02
PNC Financial Services Group, Inc.
INCREASED1,307,5671,285,826+21,741+2%$17.9M$15.8M-$2.1M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED1,273,373975,625+297,748+31%$10.9K$15.6K+$4.7K2026-10-27
State of New Jersey Common Pension Fund D
UNCHANGED1,263,9441,263,94400%$17.6M$15.2M-$2.3M2026-11-05
Mn Services Vermogensbeheer B.V.
UNCHANGED1,141,6981,141,69800%$15.9M$13.8M-$2.1M2026-10-08
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,127,1801,324,960-197,780-15%$18.4M$13.6M-$4.8M2026-10-15
Gateway Investment Advisers LLC
INCREASED1,127,1761,121,114+6,062+1%$15.6M$13.6M-$2.0M2026-10-13
Czech National Bank
INCREASED1,125,3751,114,029+11,346+1%$15.5M$13.6M-$1.9M2026-10-13
Swedbank AB
DECREASED1,113,2911,164,137-50,846-4%$16.2M$13.4M-$2.8M2026-10-27
Arizona State Retirement System
DECREASED1,080,8031,087,342-6,539-1%$15.1M$13.0M-$2.1M2026-11-03
Swiss Life Asset Management Ltd
INCREASED1,069,217839,116+230,101+27%$11.7M$12.9M+$1.2M2026-11-03
Nykredit A/S
INCREASED944,997903,247+41,750+5%$12.6M$11.4M-$1.2M2026-11-06
Truist Financial Corp
INCREASED938,331528,555+409,776+78%$7.3M$11.3M+$4.0M2026-10-30
CIBC Asset Management Inc
INCREASED926,663923,401+3,262+0%$12.8M$11.2M-$1.7M2026-11-05
Nemes Rush Group LLC
INCREASED914,147914,081+66+0%$12.7M$11.0M-$1.7M2026-11-04
IFM Investors Pty Ltd
INCREASED885,079858,428+26,651+3%$11.9M$10.7M-$1.3M2026-10-14
Eurizon Capital SGR S.p.A.
DECREASED874,149902,447-28,298-3%$12.6M$10.7M-$1.9M2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED865,342864,461+881+0%$12.0M$10.4M-$1.6M2026-11-03
Retirement Systems of Alabama
DECREASED821,372822,209-8370%$11.4M$9.9M-$1.5M2026-11-04
ASR Vermogensbeheer N.V.
INCREASED817,309786,938+30,371+4%$10.9M$9.9M-$1.1M2026-10-16
Fifth Third Bancorp
INCREASED817,173810,911+6,262+1%$11.3M$9.9M-$1.4M2026-11-05
Daiwa Securities Group Inc.
INCREASED803,442716,318+87,124+12%$10.0M$9.7M-$267.3K2026-10-29
Xcel Wealth Management, LLC
DECREASED760,867843,807-82,940-10%$11.7M$9.2M-$2.6M2026-10-26
Xponance LLC
INCREASED760,760714,232+46,528+7%$9.9M$9.2M-$753.1K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED753,582702,049+51,533+7%$9.5M$9.0M-$521.3K2026-10-13
Counterpoint Mutual Funds LLC
INCREASED752,44322,860+729,583+3192%$317.8K$9.1M+$8.8M2026-10-16
Calamos Advisors LLC
INCREASED741,986728,446+13,540+2%$10.1M$8.9M-$1.2M2026-11-02
Neos Investment Management LLC
INCREASED727,564639,340+88,224+14%$8.9M$8.8M-$112.4K2026-11-04
CX Institutional
INCREASED716,65691,973+624,683+679%$1.3K$8.6K+$7.4K2026-10-02
OP Asset Management Ltd
INCREASED705,171548,344+156,827+29%$6.1M$7.2M+$1.1M2026-11-05
Rakuten Investment Management, Inc.
INCREASED702,822640,426+62,396+10%$9.0M$8.6M-$334.1K2026-10-30
ProShare Advisors LLC
DECREASED693,858710,953-17,095-2%$9.9M$8.4M-$1.5M2026-10-29
Spectrum Financial Alliance Ltd LLC
INCREASED690,356679,098+11,258+2%$9.4M$8.3M-$1.1M2026-10-29
Kestra Advisory Services, LLC
INCREASED678,801600,501+78,300+13%$8.3M$8.2M-$160.6K2026-11-02
Fisher Funds Management LTD
UNCHANGED671,584671,58400%$9.3M$8.1M-$1.2M2026-10-13
Nisa Investment Advisors, LLC
DECREASED669,056761,898-92,842-12%$10.6M$8.1M-$2.5M2026-10-20
Contravisory Investment Management, Inc.
INCREASED665,988633,175+32,813+5%$8.8M$8.0M-$769.3K2026-10-13
Amalgamated Bank
DECREASED660,832676,217-15,385-2%$9.4M$8.0M-$1.4M2026-10-23
Insight Wealth Partners, LLC
INCREASED648,230647,831+399+0%$9.0M$7.8M-$1.2M2026-10-26
Imc-Chicago, LLC
INCREASED623,641530,451+93,190+18%$7.4M$7.5M+$147.8K2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED617,368573,338+44,030+8%$8.0M$7.4M-$523.9K2026-10-19
Farther Finance Advisors, LLC
INCREASED611,822192,485+419,337+218%$2.7M$7.4M+$4.7M2026-10-08
Crossmark Global Holdings, Inc.
INCREASED563,678504,100+59,578+12%$7.0M$6.8M-$209.0K2026-10-21
Allworth Financial LP
INCREASED547,531529,468+18,063+3%$7.4M$7.6M+$251.1K2026-11-06
New York Life Investment Management LLC
DECREASED544,497545,021-5240%$7.6M$6.6M-$1.0M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED537,423538,400-9770%$7.5M$6.5M-$1.0M2026-10-20
Yousif Capital Management, LLC
INCREASED530,127516,670+13,457+3%$7.2M$6.4M-$788.4K2026-10-22
Addenda Capital Inc.
UNCHANGED525,900525,90000%$7.3M$6.3M-$967.7K2026-10-13
D.A. Davidson & Co.
INCREASED501,043492,458+8,585+2%$6.8M$6.0M-$802.6K2026-10-28
Howard Capital Management, LLC
INCREASED492,873154,852+338,021+218%$2.2M$5.9M+$3.8M2026-10-16
Oregon Public Employees Retirement Fund
INCREASED481,452481,052+400+0%$6.7M$5.8M-$880.3K2026-10-30
UniSuper Management Pty Ltd
INCREASED470,106436,906+33,200+8%$6.1M$5.7M-$403.5K2026-10-26
Old National Bancorp
DECREASED451,056776,514-325,458-42%$10.8M$5.4M-$5.4M2026-10-20
Sowell Financial Services LLC
INCREASED441,602415,366+26,236+6%$5.8M$5.3M-$447.9K2026-10-23
Hennessy Advisors Inc
DECREASED431,900533,798-101,898-19%$7.4M$5.2M-$2.2M2026-10-28
Del-Sette Capital Management, LLC
DECREASED425,628455,257-29,629-7%$6.3M$5.1M-$1.2M2026-10-23
Brookstone Capital Management
INCREASED411,049359,373+51,676+14%$5.0M$5.0M-$38.0K2026-10-22
Mutual of America Capital Management LLC
DECREASED400,497403,217-2,720-1%$5.6M$4.8M-$774.7K2026-10-23
OFI Invest Asset Management
INCREASED390,559302,891+87,668+29%$3.7M$4.1M+$464.3K2026-11-06
Thrivent Financial for Lutherans
DECREASED385,118452,232-67,114-15%$6.3M$4.0M-$2.3M2026-11-05
Americana Partners, LLC
DECREASED373,346373,409-630%$5.2M$4.5M-$687.8K2026-10-28
State of Alaska, Department of Revenue
DECREASED371,013383,483-12,470-3%$5.3M$4.5M-$856.0K2026-10-15
Candriam S.C.A.
INCREASED335,442299,544+35,898+12%$4.2M$4.1M-$99.4K2026-11-03
Sterling Capital Management LLC
INCREASED318,655161,432+157,223+97%$2.2M$3.8M+$1.6M2026-10-22
J.W. Cole Advisors, Inc.
DECREASED316,520330,348-13,828-4%$4.6M$3.8M-$774.6K2026-11-05
ABN Amro Investment Solutions
INCREASED315,382242,846+72,536+30%$3.4M$3.8M+$427.9K2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED314,706312,195+2,511+1%$4.3M$3.9M-$396.9K2026-11-04
Fulcrum Asset Management LLP
INCREASED302,964153,972+148,992+97%$2.2M$3.7M+$1.6M2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED297,598297,59800%$4.1M$3.6M-$547.0K2026-10-20
1834 Investment Advisors Co
DECREASED297,537425,860-128,323-30%$5.9M$3.6M-$2.3M2026-10-16
Intact Investment Management Inc.
NEW293,700—+293,700——$3.5M—2026-11-03
Concurrent Investment Advisors, LLC
INCREASED289,626255,304+34,322+13%$3.0M$3.0M+$21.5K2026-10-16
HB Wealth Management, LLC
INCREASED289,362126,058+163,304+130%$1.8M$3.5M+$1.7M2026-10-23
Lido Advisors, LLC
INCREASED283,565273,098+10,467+4%$3.8M$3.4M-$376.3K2026-11-04
Motley Fool Asset Management LLC
NEW281,467—+281,467——$3.4M—2026-10-27
Ascent Group, LLC
DECREASED272,154278,987-6,833-2%$3.9M$3.3M-$595.7K2026-10-30
Globalt Investments LLC / GA
NEW268,600—+268,600——$3.2M—2026-10-27
Kestra Private Wealth Services, LLC
DECREASED256,288364,023-107,735-30%$5.1M$3.1M-$2.0M2026-11-06
US Bancorp \de\
INCREASED253,371240,905+12,466+5%$3.3M$3.1M-$292.9K2026-11-05
Savant Capital, LLC
INCREASED251,355147,064+104,291+71%$2.1M$3.0M+$976.7K2026-11-06
Sigma Planning Corp
INCREASED244,258238,084+6,174+3%$3.3M$2.9M-$364.0K2026-10-23
Maryland State Retirement & Pension System
INCREASED240,028211,776+28,252+13%$2.9M$2.9M-$48.9K2026-11-05
Vise Technologies, Inc.
INCREASED239,180228,580+10,600+5%$3.2M$2.9M-$292.7K2026-10-29
North Dakota State Investment Board
INCREASED223,041176,982+46,059+26%$2.5M$2.7M+$229.8K2026-10-27
Vontobel Holding Ltd.
INCREASED221,751168,930+52,821+31%$2.3M$2.7M+$326.2K2026-10-16
Great Lakes Retirement, Inc.
INCREASED220,275210,987+9,288+4%$2.9M$2.7M-$276.2K2026-10-26
Masterinvest Kapitalanlage GmbH
INCREASED219,544208,581+10,963+5%$2.9M$2.6M-$251.6K2026-11-03
Buck Wealth Strategies, LLC
INCREASED217,800136,910+80,890+59%$1.9M$2.6M+$723.6K2026-10-28
Convergence Investment Partners, LLC
DECREASED215,610234,501-18,891-8%$3.3M$2.6M-$659.3K2026-10-28
Oak Thistle LLC
NEW215,085—+215,085——$2.6M—2026-10-21
Merit Financial Group, LLC
INCREASED214,012158,209+55,803+35%$2.2M$2.6M+$381.9K2026-11-06
WealthCare Investment Partners, LLC
INCREASED213,206208,653+4,553+2%$2.9M$2.6M-$329.0K2026-11-05
Hartford Investment Management Co
DECREASED209,349215,952-6,603-3%$3.0M$2.5M-$477.0K2026-11-04
Prospera Financial Services Inc
DECREASED199,536216,971-17,435-8%$3.0M$2.4M-$571.7K2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED196,108193,856+2,252+1%$2.7M$2.4M-$329.5K2026-11-05
New Mexico Educational Retirement Board
UNCHANGED194,905194,90500%$2.7M$2.4M-$358.0K2026-11-05
Louisiana State Employees Retirement System
DECREASED192,600200,000-7,400-4%$2.8M$2.3M-$457.2K2026-10-20
Integrity Alliance, Llc.
INCREASED191,245120,667+70,578+58%$1.7M$2.3M+$629.1K2026-10-29
Disciplined Equity Management, Inc.
DECREASED190,953191,450-4970%$2.7M$2.3M-$358.3K2026-10-14
Next Level Private LLC
INCREASED189,881188,982+899+0%$2.6M$2.3M-$336.9K2026-10-20
Arista Wealth Management, LLC
INCREASED186,418169,728+16,690+10%$2.4M$2.2M-$111.0K2026-10-29
Oppenheimer & Co Inc
INCREASED178,275171,876+6,399+4%$2.4M$2.1M-$239.1K2026-10-26
International Assets Investment Management, LLC
DECREASED175,556175,626-700%$2.4M$2.2M-$241.5K2026-11-02
Kornitzer Capital Management Inc
DECREASED175,296182,996-7,700-4%$2.5M$2.1M-$429.6K2026-11-03
Old Port Advisors
DECREASED174,305175,363-1,058-1%$2.4M$2.1M-$335.4K2026-10-23
Steel Grove Capital Advisors, LLC
INCREASED172,943169,494+3,449+2%$2.4M$2.1M-$270.3K2026-10-13
Y-Intercept (Hong Kong) Ltd
DECREASED171,150501,512-330,362-66%$7.0M$2.1M-$4.9M2026-10-16
111 Capital
INCREASED170,934107,893+63,041+58%$1.5M$2.1M+$561.8K2026-11-03
Abundance Wealth Counselors
INCREASED167,380162,012+5,368+3%$2.3M$2.0M-$233.4K2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED159,665158,132+1,533+1%$2.2M$1.9M-$272.5K2026-10-26
Keybank National Association
DECREASED158,963171,078-12,115-7%$2.4M$1.9M-$460.9K2026-11-04
Csenge Advisory Group
DECREASED156,799157,022-2230%$2.2M$1.9M-$291.6K2026-11-04
Hoertkorn Richard Charles
DECREASED153,630179,796-26,166-15%$2.5M$1.9M-$646.4K2026-11-04
Atria Investments, Inc
INCREASED151,74884,943+66,805+79%$1.2M$1.8M+$649.4K2026-10-15
KPP Advisory Services LLC
DECREASED147,212160,470-13,258-8%$2.2M$1.8M-$455.2K2026-10-26
Westwind Capital
NEW144,434—+144,434——$1.7M—2026-10-08
KMG Fiduciary Partners, LLC
DECREASED144,028145,212-1,184-1%$2.0M$1.7M-$281.5K2026-10-14
Kendall Capital Management
INCREASED143,073139,258+3,815+3%$1.9M$1.7M-$210.2K2026-10-23
B. Metzler seel. Sohn & Co. AG
UNCHANGED133,120133,12000%$1.9M$1.6M-$244.9K2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED129,99180,711+49,280+61%$1.1M$1.6M+$449.4K2026-10-14
Community Bank of Raymore
UNCHANGED128,600128,60000%$1.8M$1.6M-$236.6K2026-10-23
Argyle Capital Management, LLC
INCREASED126,610125,610+1,000+1%$1.7M$1.5M-$219.1K2026-10-28
FCG Investment Co
INCREASED126,542103,143+23,399+23%$1.4M$1.5M+$92.4K2026-10-13
Independent Financial Group, LLC
INCREASED125,928117,638+8,290+7%$1.6M$1.5M-$116.5K2026-10-13
Blue Capital, Inc.
DECREASED125,370174,456-49,086-28%$2.4M$1.5M-$913.0K2026-10-13
Ag2r LA Mondiale Gestion D'actifs
DECREASED124,706234,930-110,224-47%$3.3M$1.5M-$1.8M2026-10-26
MFG Wealth Management, Inc.
DECREASED124,456143,767-19,311-13%$2.0M$1.5M-$497.4K2026-10-09
Plato Investment Management Ltd
INCREASED124,20456,102+68,102+121%$775.3K$1.5M+$728.5K2026-11-05
Praxis Investment Management Inc
UNCHANGED123,775123,77500%$1.7M$1.5M-$227.0K2026-11-03
Raiffeisen Bank International AG
DECREASED123,398131,098-7,700-6%$1.8M$1.5M-$320.2K2026-10-28
Park Avenue Securities LLC
DECREASED122,443132,333-9,890-7%$1.8M$1.5M-$362.0K2026-10-26
Generali Asset Management SPA SGR
DECREASED121,967139,927-17,960-13%$1.9M$1.5M-$474.1K2026-10-26
Cidel Asset Management Inc
INCREASED121,708120,606+1,102+1%$1.7M$1.5M-$208.6K2026-10-29
Gamma Investing LLC
INCREASED120,927114,071+6,856+6%$1.6M$1.5M-$127.2K2026-10-08
Landmark Wealth Management, LLC
UNCHANGED120,527120,52700%$1.7M$1.5M-$221.8K2026-11-03
Cookson Peirce & Co Inc
INCREASED120,419106,595+13,824+13%$1.5M$1.5M-$29.4K2026-10-30
Fisher Asset Management, LLC
INCREASED119,358102,062+17,296+17%$1.4M$1.4M+$20.8K2026-11-06
Angeles Wealth Management, LLC
DECREASED117,615118,758-1,143-1%$1.7M$1.4M-$232.3K2026-10-26
Vista Investment Partners II, LLC
INCREASED117,501116,441+1,060+1%$1.6M$1.4M-$201.5K2026-10-15
GAM Holding AG
DECREASED116,986120,614-3,628-3%$1.7M$1.4M-$265.7K2026-11-03
Manske Wealth Management
INCREASED111,959111,796+163+0%$1.6M$1.4M-$203.7K2026-10-26
MGO One Seven LLC
INCREASED111,541105,993+5,548+5%$1.5M$1.3M-$128.1K2026-10-28
AlphaCore Capital LLC
INCREASED110,82692,518+18,308+20%$1.3M$1.3M+$50.6K2026-11-04
Diversify Wealth Management, LLC
INCREASED110,542105,358+5,184+5%$1.5M$1.4M-$185.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED110,542105,358+5,184+5%$1.5M$1.4M-$185.9K2026-10-20
HUB Investment Partners, LLC
INCREASED110,318101,575+8,743+9%$1.4M$1.3M-$81.5K2026-11-03
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED110,00087,000+23,000+26%$1.2M$1.3M+$117.3K2026-11-06
Accurate Wealth Management, LLC
INCREASED109,83347,602+62,231+131%$666.7K$1.3M+$662.3K2026-10-20
McKinney Capital Management, LLC
INCREASED107,258100,108+7,150+7%$1.4M$1.3M-$98.0K2026-11-06
Archer Investment Corp
INCREASED107,249107,095+154+0%$1.5M$1.3M-$195.2K2026-11-05
E. Ohman J:or Asset Management AB
UNCHANGED106,538106,53800%$1.5M$1.3M-$196.0K2026-10-22
Ethic Inc.
INCREASED104,36286,477+17,885+21%$1.2M$1.3M+$56.6K2026-11-03
Applied Finance Capital Management, LLC
DECREASED104,309120,515-16,206-13%$1.7M$1.3M-$417.2K2026-11-03
Michels Family Financial, LLC
DECREASED103,796104,950-1,154-1%$1.5M$1.3M-$207.0K2026-11-02
Ritholtz Wealth Management
DECREASED103,656165,839-62,183-37%$2.3M$1.3M-$1.1M2026-11-05
Clearstead Advisors, LLC
INCREASED102,87183,895+18,976+23%$1.2M$1.2M+$74.4K2026-11-06
Securian Asset Management, Inc
DECREASED101,739104,002-2,263-2%$1.5M$1.2M-$253.0K2026-11-06
CoreCap Advisors, LLC
INCREASED101,315100,503+812+1%$1.4M$1.2M-$175.1K2026-10-08
OpenArc Corporate Advisory, LLC
INCREASED98,05476,644+21,410+28%$1.1M$1.2M+$117.2K2026-10-21
TD Waterhouse Canada Inc.
INCREASED96,92479,930+16,994+21%$1.1M$1.2M+$98.3K2026-10-16
Valeo Financial Advisors, LLC
DECREASED96,688101,423-4,735-5%$1.4M$1.2M-$243.7K2026-10-08
Venture Visionary Partners LLC
INCREASED95,54093,987+1,553+2%$1.3M$1.2M-$154.2K2026-10-07
V-Square Quantitative Management LLC
INCREASED95,50091,520+3,980+4%$1.3M$1.2M-$120.4K2026-10-15
Quadrant Capital Group LLC
DECREASED94,83397,801-2,968-3%$1.4M$1.1M-$212.0K2026-10-20
VCI Wealth Management LLC
NEW93,729—+93,729——$1.1M—2026-10-29
Blue Water Asset Management
INCREASED93,18891,522+1,666+2%$1.3M$1.1M-$148.3K2026-11-04
Investors Asset Management of Georgia Inc
DECREASED92,93494,624-1,690-2%$1.3M$1.1M-$194.5K2026-10-20
IFP Advisors, Inc
INCREASED91,30073,563+17,737+24%$1.0M$1.1M+$78.6K2026-10-16
Citizens Financial Group Inc
INCREASED91,03947,614+43,425+91%$661.8K$1.1M+$436.1K2026-10-23
Sagespring Wealth Partners, LLC
INCREASED88,91571,869+17,046+24%$999.0K$1.1M+$73.3K2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED86,780107,196-20,416-19%$1.5M$1.0M-$443.5K2026-11-04
Choreo, LLC
INCREASED85,89774,266+11,631+16%$1.0M$1.0M+$3.6K2026-10-28
Meridian Wealth Management, LLC
INCREASED84,24484,054+190+0%$1.2M$1.0M-$152.4K2026-11-05
Vista Investment Partners LLC
INCREASED82,38853,542+28,846+54%$744.2K$993.6K+$249.4K2026-10-08
First Citizens Bank & Trust Co
INCREASED80,57437,052+43,522+117%$515.0K$971.7K+$456.7K2026-10-14
Lebenthal Global Advisors, LLC
INCREASED79,98652,484+27,502+52%$729.5K$964.6K+$235.1K2026-10-28
Centennial Wealth Advisory LLC
INCREASED79,97665,521+14,455+22%$910.7K$964.5K+$53.8K2026-10-16
Harbor Capital Advisors, Inc.
INCREASED79,86279,523+339+0%$1.1M$963.0K-$142.0K2026-10-22
Signal Advisors Wealth, LLC
INCREASED79,66977,386+2,283+3%$1.1M$960.8K-$114.9K2026-10-13
Hedges Asset Management LLC
DECREASED78,90086,400-7,500-9%$1.2M$951.5K-$249.4K2026-10-29
Axxcess Wealth Management, LLC
DECREASED78,23486,999-8,765-10%$1.2M$943.5K-$265.8K2026-10-21
Convergence Financial, LLC
NEW78,008—+78,008——$940.8K—2026-10-27
Tema Etfs LLC
INCREASED77,61961,455+16,164+26%$854.2K$936.1K+$81.9K2026-10-16
San Luis Wealth Advisors LLC
DECREASED76,93477,013-790%$1.1M$927.8K-$142.7K2026-10-27
Kepler Cheuvreux (Suisse) SA
DECREASED76,39180,498-4,107-5%$1.1M$921.3K-$197.6K2026-10-20
Soltis Investment Advisors LLC
INCREASED75,51843,143+32,375+75%$599.7K$910.7K+$311.1K2026-10-28
ERn Financial, LLC
INCREASED74,28038,959+35,321+91%$541.5K$895.8K+$354.3K2026-10-28
Arvest Investments, Inc.
DECREASED74,07775,007-930-1%$1.0M$893.4K-$149.2K2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
INCREASED73,63473,204+430+1%$1.0M$905.7K-$120.6K2026-10-29
Leisure Capital Management
INCREASED73,25072,865+385+1%$1.0M$883.4K-$129.4K2026-11-03
Leonteq Securities AG
INCREASED73,12619,099+54,027+283%$265.5K$881.9K+$616.4K2026-10-29
Nations Financial Group Inc,
DECREASED71,467106,847-35,380-33%$1.5M$861.9K-$623.3K2026-11-05
Capital Asset Advisory Services LLC
INCREASED71,43625,370+46,066+182%$352.6K$854.7K+$502.1K2026-10-30
Greg Jennings, LLC
NEW71,313—+71,313——$860.0K—2026-10-19
Cantor Fitzgerald Investment Advisors L.P.
INCREASED71,05070,100+950+1%$974.4K$856.9K-$117.5K2026-10-21
Hilltop National Bank
DECREASED70,85279,786-8,934-11%$1.1M$854.5K-$254.6K2026-10-14
Parallel Advisors, LLC
DECREASED69,64572,298-2,653-4%$1.0M$839.9K-$165.0K2026-11-03
CenterBook Partners LP
DECREASED68,48184,586-16,105-19%$1.2M$825.9K-$349.9K2026-11-02
Brighton Jones LLC
INCREASED68,12549,208+18,917+38%$684.0K$821.6K+$137.6K2026-11-03
SFE Investment Counsel
DECREASED67,84076,210-8,370-11%$1.1M$818.2K-$241.2K2026-10-29
Apollon Wealth Management, LLC
DECREASED67,35174,798-7,447-10%$1.0M$812.3K-$227.4K2026-10-23
Exchange Traded Concepts, LLC
DECREASED66,122487,165-421,043-86%$6.8M$797.4K-$6.0M2026-10-28
Capital Investment Advisors, LLC
INCREASED65,95765,093+864+1%$904.8K$795.4K-$109.4K2026-10-22
Cerro Pacific Wealth Advisors LLC
INCREASED65,73257,896+7,836+14%$804.8K$792.7K-$12.0K2026-10-22
Perigon Wealth Management, LLC
INCREASED65,60762,949+2,658+4%$875.0K$791.2K-$83.8K2026-10-22
Paragon Private Wealth Management, LLC
INCREASED64,63848,293+16,345+34%$671.3K$779.5K+$108.3K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED64,60862,967+1,641+3%$875.2K$779.2K-$96.1K2026-10-21
Koshinski Asset Management, Inc.
INCREASED64,31057,800+6,510+11%$803.4K$775.6K-$27.8K2026-10-29
Greenleaf Trust
DECREASED63,87970,679-6,800-10%$982.4K$770.4K-$212.1K2026-10-29
Mather Group, Llc.
INCREASED63,41420,796+42,618+205%$289.1K$764.8K+$475.7K2026-10-14
Norris Perne & French LLP
DECREASED63,37968,025-4,646-7%$945.6K$764.4K-$181.2K2026-10-23
Compound Planning, Inc.
INCREASED63,28463,030+254+0%$876.1K$763.2K-$112.9K2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED63,20263,184+18+0%$878.3K$762.2K-$116.0K2026-10-13
Hamilton Capital, LLC
INCREASED62,35461,981+373+1%$861.5K$752.0K-$109.5K2026-10-08
Larson Financial Group LLC
INCREASED61,66955,140+6,529+12%$766.5K$743.7K-$22.7K2026-11-05
JFS Wealth Advisors, LLC
DECREASED61,03261,920-888-1%$860.7K$736.0K-$124.6K2026-11-03
Burford Brothers, Inc.
INCREASED60,90360,533+370+1%$841.4K$734.5K-$106.9K2026-10-21
VestGen Advisors, LLC
DECREASED60,324712,125-651,801-92%$9.9M$727.5K-$9.2M2026-10-27
FAI Advisors, Inc.
DECREASED60,06961,014-945-2%$848.1K$724.4K-$123.7K2026-10-27
Foguth Wealth Management, Llc.
INCREASED58,62154,077+4,544+8%$756.5K$728.7K-$27.9K2026-10-19
Center for Financial Planning, Inc.
INCREASED57,73953,907+3,832+7%$749.3K$696.3K-$53.0K2026-10-26
Cornerstone Wealth Management, LLC
DECREASED57,55357,618-650%$800.9K$694.1K-$106.8K2026-11-04
Level Four Advisory Services, LLC
INCREASED57,47354,577+2,896+5%$758.6K$693.1K-$65.5K2026-11-06
Frank, Rimerman Advisors LLC
DECREASED56,99657,493-497-1%$799.2K$687.4K-$111.8K2026-10-16
Breakwater Capital Group
DECREASED56,33656,624-288-1%$787.1K$679.4K-$107.7K2026-10-09
TopTier Wealth Management, LLC
NEW55,703—+55,703——$671.8K—2026-10-16
Florida Trust Wealth Management Co
INCREASED55,38852,123+3,265+6%$724.5K$668.0K-$56.5K2026-11-05
Moneco Advisors, LLC
DECREASED54,58455,571-987-2%$772.4K$658.3K-$114.2K2026-11-05
Cypress Wealth Services, LLC
INCREASED54,33754,246+91+0%$754.0K$667.3K-$86.8K2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED54,30753,404+903+2%$742.3K$654.9K-$87.4K2026-10-14
Finer Wealth Management, Inc.
INCREASED52,75221,355+31,397+147%$296.8K$636.2K+$339.4K2026-10-16
Indivisible Partners
INCREASED52,70017,426+35,274+202%$242.2K$635.6K+$393.3K2026-10-26
M Holdings Securities, Inc.
NEW52,634—+52,634——$659—2026-11-03
ANB Bank
DECREASED52,27153,401-1,130-2%$742.3K$630.4K-$111.9K2026-10-09
Mesirow Financial Investment Management, Inc.
INCREASED52,21651,713+503+1%$718.8K$629.7K-$89.1K2026-11-05
Lazari Capital Management, Inc.
DECREASED51,87552,022-1470%$723.1K$625.6K-$97.5K2026-10-20
Silverlake Wealth Management LLC
DECREASED51,54653,694-2,148-4%$746.3K$621.6K-$124.7K2026-10-21
Focus Financial Network, Inc.
DECREASED51,10851,411-303-1%$714.6K$616.4K-$98.2K2026-10-14
Holos Integrated Wealth LLC
UNCHANGED50,79050,79000%$688.7K$618.6K-$70.1K2026-10-23
Investment Research Partners LLC
INCREASED50,76845,319+5,449+12%$629.9K$612.3K-$17.7K2026-10-19
Profund Advisors LLC
INCREASED50,29949,483+816+2%$687.8K$606.6K-$81.2K2026-10-29
Signaturefd, LLC
INCREASED50,06749,549+518+1%$688.7K$603.8K-$84.9K2026-10-23
Ergawealth Advisors, Inc.
UNCHANGED50,03350,03300%$695.5K$603.4K-$92.1K2026-10-21
Unique Wealth Strategies, LLC
UNCHANGED49,78449,78400%$692.0K$692.0K$02026-10-13
Annex Advisory Services, LLC
INCREASED49,67344,042+5,631+13%$612.2K$599.1K-$13.1K2026-10-16
Eastern Bank
INCREASED48,99846,891+2,107+4%$651.8K$590.9K-$60.9K2026-10-05
Texas Bank & Trust Co
UNCHANGED48,82548,82500%$678.7K$588.8K-$89.8K2026-11-04
Occidental Asset Management, LLC
INCREASED48,50148,361+140+0%$672.2K$584.9K-$87.3K2026-11-05
CWA Asset Management Group, LLC
INCREASED48,15144,609+3,542+8%$620.1K$580.7K-$39.4K2026-10-19
Assetmark, Inc
DECREASED47,98748,861-874-2%$679.2K$578.7K-$100.5K2026-10-21
Lanark Financial, Inc.
DECREASED47,82748,959-1,132-2%$680.5K$576.8K-$103.7K2026-10-26
Sentinel Pension Advisors, LLC
INCREASED47,72047,500+220+0%$675.9K$575.5K-$100.4K2026-11-02
Fiduciary Alliance LLC
INCREASED47,17643,978+3,198+7%$611.3K$568.9K-$42.4K2026-10-13
Fifth Third Wealth Advisors LLC
INCREASED46,76146,582+179+0%$647.5K$563.9K-$83.6K2026-10-22
Wesbanco Bank Inc
DECREASED46,68250,633-3,951-8%$703.8K$563.0K-$140.8K2026-11-04
Trust Asset Management LLC
UNCHANGED46,66846,66800%$648.7K$562.8K-$85.9K2026-11-03
Atlas Brown,Inc.
DECREASED46,52047,486-966-2%$660.1K$561.0K-$99.0K2026-10-09
Davenport & Co LLC
INCREASED45,76333,856+11,907+35%$470.6K$551.9K+$81.3K2026-10-14
First Merchants Corp
INCREASED45,75645,724+32+0%$635.6K$551.8K-$83.7K2026-10-15
Canton Hathaway, LLC
INCREASED45,70445,698+6+0%$635.2K$551.2K-$84.0K2026-10-23
CrossGen Wealth, LLC
INCREASED45,53445,050+484+1%$626.2K$549.1K-$77.1K2026-10-30
Triad Wealth Partners, LLC
DECREASED45,23546,297-1,062-2%$668.1K$545.5K-$122.5K2026-10-26
Burney Co/
INCREASED44,98441,791+3,193+8%$580.9K$542.5K-$38.4K2026-10-15
71 West Capital Partners
INCREASED44,78044,324+456+1%$616.1K$540.0K-$76.1K2026-11-04
Generali Investments, Management Co LLC
INCREASED44,70322,830+21,873+96%$317.3K$539.1K+$221.8K2026-10-19
Bright Futures Wealth Management, Llc.
INCREASED44,36142,839+1,522+4%$595.5K$535.0K-$60.5K2026-10-23
Forteris Wealth Management Inc.
DECREASED44,23846,240-2,002-4%$642.7K$533.5K-$109.2K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED43,99443,419+575+1%$603.5K$530.6K-$73.0K2026-10-16
Aull & Monroe Investment Management Corp
UNCHANGED43,85043,85000%$609.5K$528.8K-$80.7K2026-10-16
Jacobi Capital Management LLC
DECREASED43,77643,986-2100%$611.4K$527.9K-$83.5K2026-11-05
Aprio Wealth Management, LLC
INCREASED43,65237,293+6,359+17%$518.4K$526.4K+$8.1K2026-10-28
Institute for Wealth Management, Llc.
DECREASED43,48443,521-370%$604.9K$524.4K-$80.5K2026-11-06
Evergreen Capital Management LLC
DECREASED43,40559,520-16,115-27%$827.3K$523.5K-$303.9K2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED43,15832,728+10,430+32%$454.9K$520.5K+$65.6K2026-10-27
M.E. Allison & Co., Inc.
DECREASED42,99144,990-1,999-4%$625.4K$518.5K-$106.9K2026-10-09
Secure Asset Management, LLC
DECREASED42,69144,355-1,664-4%$616.5K$514.9K-$101.7K2026-10-19
Kingswood Wealth Advisors, LLC
DECREASED42,63442,982-348-1%$597.5K$514.2K-$83.3K2026-10-23
Park National Corp
DECREASED41,75643,607-1,851-4%$606.1K$503.6K-$102.6K2026-10-05
Wedmont Private Capital
INCREASED41,71639,966+1,750+4%$559.5K$511.0K-$48.5K2026-10-09
Chicago Partners Investment Group LLC
DECREASED41,51770,630-29,113-41%$999.4K$481.6K-$517.8K2026-10-27
SkyOak Wealth, LLC
INCREASED41,43041,428+20%$575.8K$499.6K-$76.2K2026-10-28
Kathmere Capital Management, LLC
INCREASED41,41138,313+3,098+8%$532.6K$499.4K-$33.1K2026-10-20
Portfolio Design Labs, LLC
INCREASED41,03740,593+444+1%$564.2K$494.9K-$69.3K2026-11-04
Pines Wealth Management, LLC
UNCHANGED40,95540,95500%$569.3K$493.9K-$75.4K2026-10-21
Wedbush Securities Inc
INCREASED40,91240,588+324+1%$564.0K$493.0K-$71.0K2026-10-22
Searle & Co.
DECREASED40,83346,622-5,789-12%$648.0K$492.4K-$155.6K2026-11-04
J. Safra Sarasin Holding AG
INCREASED40,72612,551+28,175+224%$174.5K$491.2K+$316.6K2026-10-26
Gryphon Financial Partners LLC
INCREASED40,68639,983+703+2%$555.8K$490.7K-$65.1K2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED40,37835,339+5,039+14%$495.5K$487.0K-$8.5K2026-10-13
Bernicke Wealth Management, Ltd.
INCREASED40,21639,789+427+1%$553.1K$485.0K-$68.1K2026-11-06
Stockman Wealth Management, Inc.
UNCHANGED40,17740,17700%$558.5K$484.5K-$73.9K2026-10-27
Premier Path Wealth Partners, LLC
DECREASED39,97140,083-1120%$557.2K$482.0K-$75.1K2026-10-16
Southern Financial Group, LLC
INCREASED39,72736,871+2,856+8%$512.5K$479.1K-$33.4K2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED39,68640,879-1,193-3%$568.2K$478.6K-$89.6K2026-10-20
Flagship Harbor Advisors, LLC
DECREASED39,15939,160-10%$544.3K$472.3K-$72.1K2026-10-26
Future Financial Wealth Managment LLC
INCREASED39,13738,992+145+0%$551.7K$472.0K-$79.7K2026-10-15
Deseret Mutual Benefit Administrators
DECREASED39,01641,147-2,131-5%$571.9K$470.5K-$101.4K2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED38,93955,534-16,595-30%$771.2K$469.6K-$301.6K2026-10-13
Directional Asset Management
NEW38,667—+38,667——$466.3K—2026-10-22
Brown, Lisle Ings, Inc.
INCREASED38,25737,957+300+1%$527.6K$461.4K-$66.2K2026-10-16
Carnegie Investment Counsel
DECREASED38,24938,405-1560%$533.8K$461.3K-$72.5K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED37,87630,452+7,424+24%$423.3K$456.8K+$33.5K2026-10-08
Trust Point Inc.
INCREASED37,10131,259+5,842+19%$434.5K$447.4K+$12.9K2026-10-27
Machina Capital S.A.S.
INCREASED36,82236,310+512+1%$504.7K$444.1K-$60.6K2026-11-05
WealthPlan Investment Management, LLC
INCREASED36,79936,045+754+2%$501.0K$443.8K-$57.2K2026-10-15
Diversified Trust Co
INCREASED36,72925,642+11,087+43%$356.4K$443.0K+$86.5K2026-11-06
Arbor Wealth Advisors LLC
DECREASED36,71937,219-500-1%$517.3K$442.8K-$74.5K2026-10-09
Moors & Cabot, Inc.
DECREASED36,66539,843-3,178-8%$553.8K$442.2K-$111.6K2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED36,56831,236+5,332+17%$434.2K$441.0K+$6.8K2026-10-22
Cigna Investments Inc
DECREASED36,51637,013-497-1%$515.0K$440.0K-$75.0K2026-10-19
Total Clarity Wealth Management, Inc.
DECREASED36,28065,569-29,289-45%$911.4K$437.5K-$473.9K2026-10-26
RKL Wealth Management LLC
INCREASED36,04934,510+1,539+4%$479.7K$434.8K-$44.9K2026-10-16
Daymark Wealth Partners, LLC
INCREASED35,99429,576+6,418+22%$411.1K$434.1K+$23.0K2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED35,90941,541-5,632-14%$577.4K$433.1K-$144.4K2026-10-15
McKinley Carter Wealth Services, Inc.
INCREASED35,81835,432+386+1%$492.5K$432.0K-$60.5K2026-10-16
Virtue Capital Management, LLC
NEW35,763—+35,763——$431.3K—2026-10-29
SBI Securities Co., Ltd.
INCREASED35,68634,496+1,190+3%$479.5K$430.4K-$49.1K2026-10-22
Independence Bank of Kentucky
UNCHANGED35,63035,63000%$495.3K$429.7K-$65.6K2026-10-26
Spire Wealth Management
INCREASED35,60428,575+7,029+25%$397.2K$429.4K+$32.2K2026-10-30
Alliance Wealth Advisors, LLC
DECREASED35,59336,093-500-1%$501.7K$429.3K-$72.4K2026-10-14
Teza Capital Management LLC
NEW35,438—+35,438——$427.4K—2026-10-23
World Equity Group, Inc.
DECREASED34,99452,869-17,875-34%$734.9K$422.0K-$312.9K2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED34,93722,461+12,476+56%$312.2K$421.3K+$109.1K2026-10-27
Plancorp, LLC
INCREASED34,91726,216+8,701+33%$363.1K$427.7K+$64.6K2026-11-03
Krilogy Financial LLC
INCREASED34,69033,877+813+2%$470.9K$416.3K-$54.6K2026-10-13
Aaron Wealth Advisors LLC
INCREASED34,51333,646+867+3%$467.7K$416.2K-$51.5K2026-10-13
HBK Sorce Advisory LLC
DECREASED34,46536,871-2,406-7%$521.0K$431.8K-$89.1K2026-11-06
Dickmeyer Boyce Financial Management, Inc.
INCREASED34,44834,438+10+0%$478.7K$415.4K-$63.2K2026-10-08
Curated Wealth Partners LLC
INCREASED34,37127,737+6,634+24%$385.5K$414.5K+$29.0K2026-10-15
MBL Wealth, LLC
NEW33,741—+33,741——$406.9K—2026-10-22
Commerce Advisors, LLC
DECREASED33,73635,053-1,317-4%$487.2K$406.9K-$80.4K2026-10-19
BOS Asset Management, LLC
DECREASED33,38333,397-140%$464.2K$402.6K-$61.6K2026-10-09
Independent Solutions Wealth Management, LLC
DECREASED33,38035,307-1,927-5%$490.8K$402.6K-$88.2K2026-10-28
Busey Bank
INCREASED33,37733,346+31+0%$463.5K$402.5K-$61.0K2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED33,14433,041+103+0%$459.3K$399.7K-$59.6K2026-10-29
True Private Wealth Advisors
INCREASED33,10932,852+257+1%$456.6K$399.3K-$57.3K2026-10-19
MMA Asset Management LLC
DECREASED33,08137,373-4,292-11%$519.5K$399.0K-$120.5K2026-11-02
Kaydan Wealth Management, Inc.
DECREASED32,81136,775-3,964-11%$511.2K$395.7K-$115.5K2026-10-08
Kintegral Advisory, LLC
INCREASED32,56932,385+184+1%$450.2K$392.8K-$57.4K2026-10-16
Naples Global Advisors, LLC
DECREASED32,53034,111-1,581-5%$474.1K$392.3K-$81.8K2026-11-05
Kennedy Investment Group, Inc.
DECREASED32,39534,689-2,294-7%$482.2K$390.7K-$91.5K2026-10-21
Powell Investment Advisors, LLC
INCREASED32,24632,207+39+0%$447.7K$388.9K-$58.8K2026-10-22
William B. Walkup & Associates, Inc.
UNCHANGED32,22532,22500%$447.9K$388.6K-$59.3K2026-11-05
Crestwood Advisors Group, LLC
INCREASED32,15630,793+1,363+4%$428.0K$387.8K-$40.2K2026-10-27
LVW Advisors, LLC
INCREASED32,04427,224+4,820+18%$378.4K$386.5K+$8.0K2026-10-19
Chiron Capital Management, LLC
DECREASED31,98433,084-1,100-3%$459.9K$385.7K-$74.1K2026-10-15
William Mack & Associates, Inc.
DECREASED31,57933,874-2,295-7%$470.8K$380.8K-$90.0K2026-10-27
Apella Capital, LLC
INCREASED31,35631,332+24+0%$424.9K$380.0K-$44.8K2026-10-08
Cooper Financial Group
DECREASED31,33032,087-757-2%$446.0K$377.8K-$68.2K2026-10-07
Acorn Wealth Advisors, LLC
INCREASED31,22730,767+460+2%$427.7K$376.6K-$51.1K2026-10-19
SMH Capital Advisors Inc
DECREASED31,17731,278-1010%$434.8K$376.0K-$58.8K2026-10-29
15 Wealth Advisors LLC
NEW31,165—+31,165——$375.9K—2026-10-14
Simplicity Wealth,LLC
DECREASED31,00941,805-10,796-26%$581.1K$374.0K-$207.1K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED30,95918,888+12,071+64%$262.5K$373.4K+$110.8K2026-11-04
Root Financial Partners, LLC
INCREASED30,72724,785+5,942+24%$344.5K$370.6K+$26.1K2026-10-21
Compagnie Lombard Odier SCmA
DECREASED30,67132,071-1,400-4%$445.8K$369.9K-$75.9K2026-11-04
Cohen Investment Advisors LLC
INCREASED30,51328,821+1,692+6%$400.6K$368.0K-$32.6K2026-10-20
Bank & Trust Co
DECREASED30,41731,665-1,248-4%$440.1K$366.8K-$73.3K2026-10-07
Portside Wealth Group, LLC
INCREASED30,26822,010+8,258+38%$305.9K$365.0K+$59.1K2026-10-20
Wealth Advisory Solutions, LLC
INCREASED30,24129,841+400+1%$414.8K$364.7K-$50.1K2026-10-20
State of Wyoming
INCREASED30,12825,021+5,107+20%$347.8K$363.3K+$15.6K2026-10-28
Asset Allocation & Management Company, LLC
UNCHANGED30,00030,00000%$417$362.0K+$361.6K2026-10-13
SeaCrest Wealth Management, LLC
DECREASED29,97030,605-635-2%$425.4K$361.4K-$64.0K2026-10-21
Moody National Bank Trust Division
INCREASED29,95929,335+624+2%$407.8K$361.3K-$46.5K2026-10-06
Private Trust Co NA
INCREASED29,95322,290+7,663+34%$309.8K$361.2K+$51.4K2026-10-20
Lineweaver Wealth Advisors, LLC
DECREASED29,88829,933-450%$416.1K$360.5K-$55.6K2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED29,66041,038-11,378-28%$570.4K$357.7K-$212.7K2026-10-14
Benchmark Financial Wealth Advisors, LLC
INCREASED29,65225,719+3,933+15%$357.5K$357.6K+$1112026-10-20
HF Advisory Group, LLC
DECREASED29,64833,174-3,526-11%$461.1K$357.6K-$103.6K2026-10-09
Asahi Life Asset Management Co., Ltd.
NEW29,481—+29,481——$355.5K—2026-11-06
Avestar Capital, LLC
INCREASED29,46626,432+3,034+11%$367.4K$355.4K-$12.0K2026-10-28
626 Financial, LLC
DECREASED29,44830,094-646-2%$418.3K$355.1K-$63.2K2026-11-04
Verdence Capital Advisors LLC
DECREASED29,38330,968-1,585-5%$430.5K$354.4K-$76.1K2026-10-26
City State Bank
DECREASED29,28432,754-3,470-11%$455.3K$353.2K-$102.1K2026-10-20
Woodward Diversified Capital, LLC
NEW29,004—+29,004——$349.8K—2026-10-21
Midwest Trust Co
INCREASED28,84226,153+2,689+10%$363.5K$347.8K-$15.7K2026-10-22
Norden Group LLC
INCREASED28,76528,266+499+2%$392.9K$346.9K-$46.0K2026-10-20
JBR Co Financial Management Inc
UNCHANGED28,69228,69200%$398.8K$391.4K-$7.5K2026-10-13
Herold Advisors, Inc.
INCREASED28,67127,659+1,012+4%$383.0K$345.8K-$37.2K2026-10-19
Heritage Investors Management Corp
UNCHANGED28,53528,53500%$397.0K$344.0K-$53.0K2026-10-29
Benin Management Corp
DECREASED28,40728,807-400-1%$400.4K$342.6K-$57.8K2026-10-22
Sterling Investment Counsel, LLC
DECREASED28,34828,449-1010%$395.4K$341.9K-$53.6K2026-10-19
Alta Advisers Ltd
INCREASED28,04816,132+11,916+74%$224.2K$338.3K+$114.0K2026-11-02
MCF Advisors LLC
INCREASED27,93123,168+4,763+21%$322.0K$336.8K+$14.8K2026-10-28
Invested Advisors
INCREASED27,82826,403+1,425+5%$367.0K$335.6K-$31.4K2026-10-23
International Private Wealth Advisors LLC
DECREASED27,64627,967-321-1%$388.7K$333.4K-$55.3K2026-11-05
Integrity Advisory Solutions, LLC
DECREASED27,43328,437-1,004-4%$395.3K$330.8K-$64.4K2026-10-29
Barr E S & Co
UNCHANGED27,37527,37500%$380.5K$330.1K-$50.4K2026-11-06
Blue Trust, Inc.
INCREASED27,36327,138+225+1%$377.2K$330.0K-$47.2K2026-10-15
Sky Investment Group LLC
NEW27,318—+27,318——$329.5K—2026-10-30
Parcion Private Wealth LLC
INCREASED26,68513,500+13,185+98%$187.7K$321.8K+$134.2K2026-10-28
J.M. Arbour, LLC
INCREASED26,50125,148+1,353+5%$349.6K$319.6K-$30.0K2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED26,33424,949+1,385+6%$346.8K$317.6K-$29.2K2026-11-04
Catalyst Capital Advisors LLC
DECREASED26,20029,006-2,806-10%$403.2K$316.0K-$87.2K2026-11-02
First Heartland Consultants, Inc.
DECREASED26,17726,584-407-2%$369.5K$315.7K-$53.8K2026-10-08
PFG Advisors
INCREASED26,16926,118+51+0%$363.0K$315.6K-$47.5K2026-10-16
Syverson Strege & Co
INCREASED26,13725,077+1,060+4%$348.6K$315.2K-$33.4K2026-11-02
AMG National Trust Bank
UNCHANGED26,11826,11800%$363.0K$315.0K-$48.1K2026-11-05
Retirement Planning Group, LLC
INCREASED26,11216,531+9,581+58%$229.8K$314.9K+$85.1K2026-10-19
Miramontes Capital, LLC
INCREASED26,04723,864+2,183+9%$331.7K$314.1K-$17.6K2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED26,00026,00000%$361.4K$361.4K$02026-10-15
Quadrant Private Wealth Management, LLC
NEW25,934—+25,934——$312.8K—2026-11-04
Iron Financial LLC
DECREASED25,68827,937-2,249-8%$388.3K$309.8K-$78.5K2026-10-23
180 Wealth Advisors, LLC
DECREASED25,19125,262-710%$351.1K$303.8K-$47.3K2026-11-03
Strategic Blueprint, LLC
INCREASED24,93518,893+6,042+32%$262.6K$300.7K+$38.1K2026-10-22
Impact Capital Partners LLC
NEW24,809—+24,809——$299.2K—2026-10-22
Supplemental Annuity Collective Trust of NJ
DECREASED24,78225,103-321-1%$348.9K$298.9K-$50.1K2026-11-02
Royal Fund Management, LLC
DECREASED24,70832,059-7,351-23%$445.6K$300.5K-$145.1K2026-10-22
Gibbs Wealth Management
INCREASED24,67524,236+439+2%$336.9K$297.6K-$39.3K2026-10-22
First National Bank of Mount Dora, Trust Investment Services
INCREASED24,64923,536+1,113+5%$327.2K$297.3K-$29.9K2026-10-21
Avior Wealth Management, LLC
DECREASED24,50824,968-460-2%$347.1K$295.6K-$51.5K2026-10-13
McAdam, LLC
INCREASED24,40620,879+3,527+17%$290.2K$294.3K+$4.1K2026-10-21
Tcfg Investment Advisors, LLC
INCREASED24,40621,395+3,011+14%$297.4K$294.3K-$3.1K2026-10-20
Beacon Financial Advisory LLC
INCREASED24,35322,948+1,405+6%$319.0K$293.7K-$25.3K2026-10-16
Nikulski Financial, Inc.
DECREASED24,29826,556-2,258-8%$369.1K$293.0K-$76.1K2026-11-06
Avantax Planning Partners, Inc.
INCREASED24,17222,062+2,110+10%$306.7K$291.5K-$15.1K2026-11-03
Willow Creek Capital Management, Inc.
UNCHANGED24,14324,14300%$335.6K$335.6K$02026-10-16
Diversified Enterprises, LLC
INCREASED24,13521,300+2,835+13%$296.1K$291.1K-$5.0K2026-10-19
Jacksonville Wealth Management, LLC
UNCHANGED24,10824,10800%$335.1K$290.7K-$44.4K2026-10-30
Woodmont Investment Counsel LLC
INCREASED24,09823,793+305+1%$330.7K$290.6K-$40.1K2026-10-29
Sanders Morris Harris LLC
NEW24,000—+24,000——$305.0K—2026-10-14
StoneX Group Inc.
NEW23,845—+23,845——$292.6K—2026-11-03
Sutton Place Investors LLC
INCREASED23,73823,655+83+0%$328.8K$286.3K-$42.5K2026-10-20
Resonant Capital Advisors, LLC
INCREASED23,66023,085+575+2%$320.9K$285.3K-$35.5K2026-10-15
Family Investment Center, Inc.
DECREASED23,62123,883-262-1%$332.0K$284.9K-$47.1K2026-10-19
White Pine Investment Co
UNCHANGED23,59323,59300%$328.0K$285.0K-$43.0K2026-10-15
Childress Capital Advisors, LLC
INCREASED23,52022,205+1,315+6%$308.6K$283.7K-$25.0K2026-10-28
Townsend & Associates, Inc
INCREASED23,39923,396+3+0%$327.3K$290.9K-$36.5K2026-10-23
Verus Capital Partners, LLC
INCREASED23,34515,023+8,322+55%$208.8K$281.5K+$72.7K2026-11-03
Rosenberg Matthew Hamilton
INCREASED23,34420,713+2,631+13%$287.9K$281.5K-$6.4K2026-10-05
Wernau Asset Management Inc.
DECREASED23,32723,805-478-2%$330.9K$281.3K-$49.6K2026-10-19
RFG Advisory, LLC
INCREASED22,99022,795+195+1%$316.8K$277.3K-$39.6K2026-11-03
Claro Advisors Inc.
NEW22,914—+22,914——$276.3K—2026-11-02
Huntleigh Advisors, Inc.
INCREASED22,90722,807+100+0%$317.0K$276.3K-$40.8K2026-11-03
Great Lakes Advisors, LLC
INCREASED22,90311,857+11,046+93%$164.8K$276.2K+$111.4K2026-11-06
Avail Investment Partners, LLC
INCREASED22,72019,028+3,692+19%$264.5K$274.0K+$9.5K2026-10-16
Pinnacle Associates LTD
DECREASED22,52022,538-180%$313.3K$271.6K-$41.7K2026-10-20
Appleton Partners Inc
UNCHANGED22,50522,50500%$313.0K$271.0K-$42.0K2026-10-30
SAX Wealth Advisors, LLC
INCREASED22,29216,991+5,301+31%$196.1K$268.8K+$72.8K2026-10-13
Wolverine Asset Management LLC
NEW22,238—+22,238——$268.2K—2026-11-02
Global Assets Advisory, LLC
INCREASED22,12221,198+924+4%$292.0K$268.6K-$23.4K2026-10-28
MQS Management LLC
NEW22,066—+22,066——$266.1K—2026-11-06
Regions Financial Corp
DECREASED22,04224,168-2,126-9%$335.9K$265.8K-$70.1K2026-11-05
Clearwave Capital, LLC
INCREASED21,96715,884+6,083+38%$220.8K$264.9K+$44.1K2026-10-27
Klingman & Associates, LLC
INCREASED21,73910,505+11,234+107%$146.0K$262.2K+$116.1K2026-10-20
LexAurum Advisors, LLC
DECREASED21,73922,690-951-4%$315.4K$262.2K-$53.2K2026-10-19
Ignite Planners, LLC
INCREASED21,44913,202+8,247+62%$183.5K$258.7K+$75.2K2026-10-14
Gallacher Capital Management LLC
NEW21,361—+21,361——$257.6K—2026-10-30
Mission Wealth Management, LP
DECREASED21,25037,571-16,321-43%$522.2K$256.3K-$266.0K2026-10-15
Flynn Zito Capital Management, LLC
INCREASED21,24418,637+2,607+14%$259.1K$256.2K-$2.8K2026-11-04
Blueprint Investment Partners LLC
DECREASED21,20323,233-2,030-9%$322.9K$255.7K-$67.2K2026-10-28
Accel Wealth Management
INCREASED21,19320,993+200+1%$291.8K$255.6K-$36.2K2026-10-13
Steele Capital Management, Inc.
UNCHANGED21,17421,17400%$294.3K$255.4K-$39.0K2026-11-02
Lodestar Private Asset Management LLC
DECREASED21,14023,543-2,403-10%$327.2K$255.0K-$72.3K2026-10-26
R Squared Ltd
NEW21,100—+21,100——$254.5K—2026-11-06
Meriwether Wealth & Planning, LLC
INCREASED20,99120,405+586+3%$283.6K$253.2K-$30.5K2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED20,60524,238-3,633-15%$329.9K$252.4K-$77.5K2026-10-13
Cowa, LLC
INCREASED20,54911,800+8,749+74%$164.0K$247.8K+$83.8K2026-10-30
QTR Family Wealth, LLC
INCREASED20,52719,228+1,299+7%$267.3K$247.6K-$19.7K2026-11-02
Encompass Wealth Advisors, LLC
NEW20,374—+20,374——$245.7K—2026-10-15
Fruth Investment Management
UNCHANGED20,35020,35000%$282$245.0K+$244.7K2026-10-13
Uniting Wealth Partners, LLC
INCREASED20,30519,705+600+3%$273.9K$244.9K-$29.0K2026-11-06
Perpetual Ltd
DECREASED20,17125,557-5,386-21%$355.2K$243.3K-$112.0K2026-10-13
Cornerstone Wealth Group, LLC
INCREASED20,07417,154+2,920+17%$238.4K$242.1K+$3.7K2026-11-02
Retirement Investment Advisors, Inc.
UNCHANGED19,97319,97300%$276.6K$240.9K-$35.8K2026-10-22
Abacus Planning Group, Inc.
DECREASED19,89825,695-5,797-23%$357.2K$240.0K-$117.2K2026-11-02
CRA Financial Services, LLC
DECREASED19,80519,873-680%$276.2K$238.8K-$37.4K2026-10-16
Lakeshore Financial Planning, Inc.
DECREASED19,64919,914-265-1%$276.8K$237.0K-$39.9K2026-10-13
Regent Peak Wealth Advisors LLC
INCREASED19,57119,001+570+3%$264.1K$236.0K-$28.1K2026-10-13
Carlson Financial, Inc.
INCREASED19,53319,524+9+0%$271.4K$235.6K-$35.8K2026-11-05
TMB Capital Partners, LLC
INCREASED19,47019,466+4+0%$270.6K$234.8K-$35.8K2026-10-20
Sovran Advisors, LLC
DECREASED19,38923,659-4,270-18%$353.9K$239.6K-$114.3K2026-11-02
Brady Martz Wealth Solutions, LLC
INCREASED19,38219,345+37+0%$268.9K$233.7K-$35.2K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED19,28616,335+2,951+18%$227.1K$232.6K+$5.5K2026-10-13
Richardson Financial Services Inc.
DECREASED19,27519,685-410-2%$273.6K$232.5K-$41.2K2026-10-30
First Command Advisory Services, Inc.
INCREASED19,11710,546+8,571+81%$146.6K$230.6K+$84.0K2026-11-05
Clearstead Trust, LLC
INCREASED18,98718,866+121+1%$262.2K$229.0K-$33.2K2026-11-06
Optima Capital LLC
INCREASED18,88118,739+142+1%$260.5K$227.7K-$32.8K2026-10-29
Baker Avenue Asset Management, LP
INCREASED18,87611,462+7,414+65%$159.3K$227.6K+$68.3K2026-11-06
Alchemi Wealth, LLC
INCREASED18,84017,997+843+5%$250.2K$227.2K-$23.0K2026-11-04
Garde Capital, Inc.
DECREASED18,80725,046-6,239-25%$348.1K$226.8K-$121.3K2026-10-29
Modera Wealth Management, LLC
INCREASED18,51318,494+19+0%$257.1K$223.3K-$33.8K2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED18,45218,45200%$256.5K$222.5K-$34.0K2026-10-23
AlphaCentric Advisors LLC
INCREASED18,40117,349+1,052+6%$241.2K$221.9K-$19.2K2026-11-03
Manchester Financial Inc
DECREASED18,39118,746-355-2%$260.6K$221.8K-$38.8K2026-10-15
Liberty Capital Management, Inc.
UNCHANGED18,36818,36800%$255.3K$221.5K-$33.8K2026-11-02
Eddie Patel Inc
INCREASED18,19815,021+3,177+21%$208.8K$219.5K+$10.7K2026-11-02
Firethorn Wealth Partners, LLC
INCREASED18,17017,250+920+5%$239.8K$219.1K-$20.6K2026-10-14
Purus Wealth Management, LLC
INCREASED18,17018,108+62+0%$251.7K$219.1K-$32.6K2026-10-15
North Forty Two & Co.
UNCHANGED18,12818,12800%$252.0K$218.6K-$33.4K2026-10-19
Central Pacific Bank - Trust Division
INCREASED18,0338,183+9,850+120%$113.7K$217.5K+$103.7K2026-10-06
UMB Bank, n.a.
DECREASED18,01818,354-336-2%$255.1K$217.3K-$37.8K2026-11-06
Romano Brothers and Company
NEW18,000—+18,000——$217.1K—2026-10-22
PDS Planning, Inc
INCREASED17,91016,176+1,734+11%$224.8K$216.0K-$8.9K2026-11-03
Reik & Co., LLC
UNCHANGED17,81917,81900%$247.7K$214.9K-$32.8K2026-10-27
Winch Advisory Services, LLC
DECREASED17,74218,138-396-2%$252.1K$214.0K-$38.2K2026-11-06
SmartHarvest Portfolios, LLC
DECREASED17,54222,706-5,164-23%$315.6K$211.6K-$104.1K2026-10-26
McGlone Suttner Wealth Management, Inc.
NEW17,526—+17,526——$211.4K—2026-10-13
Axiom Investment Management LLC
INCREASED17,46813,407+4,061+30%$186.4K$210.7K+$24.3K2026-11-03
Armstrong Advisory Group, Inc
INCREASED17,37617,332+44+0%$240.9K$209.6K-$31.4K2026-10-09
Lincoln Capital Corp
INCREASED17,28917,132+157+1%$238.1K$208.5K-$29.6K2026-10-13
HCR Wealth Advisors
DECREASED17,23118,169-938-5%$252.6K$207.8K-$44.7K2026-10-15
Visionary Wealth Advisors
DECREASED17,20418,236-1,032-6%$253.5K$207.5K-$46.0K2026-11-04
Rossby Financial, LCC
INCREASED17,1493,043+14,106+464%$42.3K$206.8K+$164.5K2026-11-05
Latitude Advisors, LLC
INCREASED17,13116,907+224+1%$235.0K$206.6K-$28.4K2026-10-27
Advisor OS, LLC
INCREASED17,12913,940+3,189+23%$193.8K$206.6K+$12.8K2026-11-03
Integrated Advisors Network LLC
INCREASED17,06414,415+2,649+18%$200.4K$205.8K+$5.4K2026-10-20
Raleigh Capital Management Inc.
INCREASED16,967117+16,850+14402%$1.6K$204.6K+$203.0K2026-10-28
Compass Financial Management LLC
INCREASED16,51315,586+927+6%$219.2K$199.1K-$20.1K2026-10-30
Colonial River Investments, LLC
INCREASED16,46415,841+623+4%$220.2K$198.6K-$21.6K2026-10-19
Procyon Advisors, LLC
DECREASED16,44118,318-1,877-10%$254.6K$198.3K-$56.3K2026-10-21
RS Crum Inc.
INCREASED16,37416,200+174+1%$225.2K$197.5K-$27.7K2026-10-19
ABC Arbitrage SA
NEW16,360—+16,360——$197.3K—2026-10-23
KCM Investment Advisors LLC
UNCHANGED16,34516,34500%$227.2K$197.1K-$30.1K2026-10-27
55 North Private Wealth, LLC
INCREASED16,32215,369+953+6%$213.6K$196.8K-$16.8K2026-10-20
Catalyst Financial Partners LLC
INCREASED16,19315,639+554+4%$217.4K$195.3K-$22.1K2026-11-06
Keudell ison Wealth Management
INCREASED16,14812,322+3,826+31%$171.3K$194.7K+$23.5K2026-10-16
Swiss RE LTD
INCREASED16,1179,805+6,312+64%$136.3K$194.4K+$58.1K2026-11-06
SteelPeak Wealth, LLC
DECREASED16,05519,903-3,848-19%$276.7K$193.6K-$83.0K2026-10-16
Glenview Trust Co
INCREASED16,04615,271+775+5%$212.3K$193.5K-$18.8K2026-10-28
Bison Wealth, LLC
INCREASED16,00715,174+833+5%$209.9K$192.1K-$17.8K2026-10-13
Oslo Pensjonsforsikring AS
UNCHANGED15,99615,99600%$222.3K$192.9K-$29.4K2026-10-15
Helium Advisors LLC
INCREASED15,94515,937+8+0%$221.5K$192.3K-$29.2K2026-10-23
Walker Asset Management, LLC
INCREASED15,92615,923+3+0%$221.3K$192.1K-$29.3K2026-10-13
Focused Wealth Management, Inc
INCREASED15,90815,002+906+6%$208.5K$191.8K-$16.7K2026-10-30
Laurel OAK Wealth Management, LLC
DECREASED15,83816,459-621-4%$228.8K$191.0K-$37.8K2026-10-19
Conning Inc.
DECREASED15,80516,271-466-3%$226.2K$190.6K-$35.6K2026-10-27
Summit Global Investments
DECREASED15,74023,434-7,694-33%$326.0K$190.0K-$136.0K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED15,55614,715+841+6%$204.5K$187.6K-$16.9K2026-11-03
Novem Group
INCREASED15,55315,453+100+1%$214.8K$187.6K-$27.2K2026-10-19
McMill Wealth Management
UNCHANGED15,48915,48900%$215.3K$186.8K-$28.5K2026-11-05
Inscription Capital, LLC
DECREASED15,47118,515-3,044-16%$257.4K$186.6K-$70.8K2026-11-02
Millennium Capital Advisors, LLC
DECREASED15,41715,582-165-1%$216.6K$185.9K-$30.7K2026-10-16
Advisory Resource Group
INCREASED15,41015,339+71+0%$213.2K$185.8K-$27.4K2026-10-26
LMG Wealth Partners, LLC
UNCHANGED15,38715,38700%$213.9K$185.6K-$28.3K2026-11-05
Optivise Advisory Services LLC
NEW15,373—+15,373——$185.4K—2026-10-19
E&G Advisors, LLC
UNCHANGED15,34815,34800%$213.3K$185.1K-$28.2K2026-10-13
Quantum Financial Advisors, LLC
INCREASED15,29614,685+611+4%$204.1K$184.5K-$19.6K2026-11-03
Douglas Lane & Associates, LLC
DECREASED15,18525,785-10,600-41%$358.4K$183.1K-$175.3K2026-10-09
Guidance Capital, Inc
DECREASED15,17916,217-1,038-6%$230.1K$191.2K-$38.9K2026-11-03
Nova Financial LLC
NEW15,087—+15,087——$182.0K—2026-11-04
Versant Capital Management, Inc
INCREASED15,01413,108+1,906+15%$182.2K$181.1K-$1.1K2026-10-02
Alessandra Capital Management, LLC
INCREASED15,00613,683+1,323+10%$190.2K$181.0K-$9.2K2026-10-30
Montecito Bank & Trust
INCREASED14,98914,224+765+5%$197.7K$180.8K-$16.9K2026-10-01
Indiana Trust & Investment Management Co
UNCHANGED14,95014,95000%$207.8K$180.3K-$27.5K2026-10-22
WIN Advisors, Inc
INCREASED14,93112,252+2,679+22%$170.3K$180.1K+$9.8K2026-11-06
Griffith & Werner, Inc.
UNCHANGED14,90014,90000%$207.0K$179.7K-$27.3K2026-11-04
Triumph Capital Management
INCREASED14,89012,573+2,317+18%$174.8K$179.7K+$4.9K2026-10-14
Sound Income Strategies, LLC
DECREASED14,88817,126-2,238-13%$238.1K$182.4K-$55.7K2026-10-09
Valmark Advisers, Inc.
INCREASED14,81914,341+478+3%$199.3K$178.7K-$20.6K2026-11-06
Creative Financial Designs Inc
INCREASED14,7338,827+5,906+67%$122.7K$177.7K+$55.0K2026-11-04
NWF Advisory Services Inc.
INCREASED14,71514,695+20+0%$204.3K$177.5K-$26.8K2026-10-19
Pinion Investment Advisors, LLC
DECREASED14,63714,849-212-1%$206.4K$176.5K-$29.9K2026-11-04
Interchange Capital Partners, LLC
INCREASED14,58614,465+121+1%$201.1K$175.9K-$25.2K2026-10-28
Cromwell Holdings LLC
INCREASED14,54214,197+345+2%$197.3K$175.4K-$22.0K2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED14,44611,889+2,557+22%$165.3K$174.2K+$9.0K2026-10-29
Rakuten Securities, Inc.
INCREASED14,42910,079+4,350+43%$140.1K$174.0K+$33.9K2026-11-02
Sculati Wealth Management, LLC
DECREASED14,42015,499-1,079-7%$220.6K$173.0K-$47.5K2026-10-19
First Bancorp, Inc
INCREASED14,40414,250+154+1%$198.1K$173.7K-$24.4K2026-10-26
Lantz Financial LLC
INCREASED14,26214,000+262+2%$194.6K$172.0K-$22.6K2026-10-15
Corps Capital Advisors, LLC
UNCHANGED14,26114,26100%$198.2K$172.0K-$26.2K2026-11-05
RFG - Bristol Wealth Advisors, LLC
INCREASED14,21714,170+47+0%$197.0K$171.5K-$25.5K2026-10-09
Hohimer Wealth Management, LLC
UNCHANGED14,19314,19300%$197.3K$171.2K-$26.1K2026-11-04
First Horizon Corp
UNCHANGED14,12714,12700%$196.4K$170.4K-$26.0K2026-10-26
Beacon Capital Management, LLC
INCREASED14,06713,942+125+1%$193.8K$169.7K-$24.1K2026-10-23
Legacy Trust
DECREASED14,00614,141-135-1%$196.6K$171.6K-$25.0K2026-11-06
Palacios Wealth Management, LLC
DECREASED13,99519,638-5,643-29%$273.0K$168.8K-$104.2K2026-11-04
Summit Financial Consulting LLC
INCREASED13,96913,411+558+4%$186.4K$168.5K-$17.9K2026-10-15
Key Client Fiduciary Advisors, LLC
INCREASED13,94813,841+107+1%$192.4K$168.2K-$24.2K2026-10-19
Integrated Capital Management, LLC
UNCHANGED13,93613,93600%$193.7K$168.1K-$25.6K2026-10-23
Acropolis Investment Management, LLC
DECREASED13,92714,090-163-1%$195.9K$168.0K-$27.9K2026-10-08
Strengthening Families & Communities, LLC
INCREASED13,91713,816+101+1%$192.0K$167.8K-$24.2K2026-10-21
AdvisorNet Financial, Inc
DECREASED13,86614,783-917-6%$205.5K$167.1K-$38.4K2026-10-15
Almanack Investment Partners, Llc.
DECREASED13,80314,433-630-4%$200.6K$166.5K-$34.1K2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED13,752349,903-336,151-96%$5.0M$179.2K-$4.8M2026-10-29
Intrua Financial, LLC
INCREASED13,74413,674+70+1%$190.1K$165.8K-$24.3K2026-10-28
MKD Wealth Coaches, LLC
UNCHANGED13,70013,70000%$190.4K$165.2K-$25.2K2026-10-09
Clifford Swan Investment Counsel LLC
INCREASED13,62913,306+323+2%$184.9K$164.4K-$20.6K2026-11-05
Northwest Wealth Management, LLC
NEW13,620—+13,620——$164.3K—2026-10-30
First Interstate Bank
DECREASED13,60714,228-621-4%$197.8K$164.1K-$33.7K2026-10-23
Waterfront Wealth Inc.
DECREASED13,57713,879-302-2%$194.3K$164.6K-$29.7K2026-11-03
Uhlmann Price Securities, LLC
NEW13,551—+13,551——$163.4K—2026-11-03
PFS Partners, LLC
INCREASED13,53113,505+26+0%$187.7K$163.2K-$24.5K2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED13,48011,896+1,584+13%$165.4K$162.6K-$2.8K2026-10-16
Eads & Heald Wealth Management
NEW13,465—+13,465——$162.4K—2026-10-29
Uptick Partners, LLC
INCREASED13,46412,703+761+6%$176.6K$162.4K-$14.2K2026-11-04
Midwest Heritage Bank, FSB
INCREASED13,45013,413+37+0%$186.4K$162.2K-$24.2K2026-10-26
Hardy Reed LLC
NEW13,445—+13,445——$162.1K—2026-11-06
Ridgecrest Wealth Partners, LLC
UNCHANGED13,33213,33200%$185.3K$160.8K-$24.5K2026-10-19
Gradient Investments LLC
DECREASED13,31117,099-3,788-22%$237.7K$160.5K-$77.1K2026-10-08
Elyxium Wealth, LLC
DECREASED13,21013,386-176-1%$186.1K$159.3K-$26.8K2026-10-27
HBW Advisory Services LLC
DECREASED13,15713,727-570-4%$190.8K$158.7K-$32.1K2026-10-15
Winebrenner Capital Management LLC
DECREASED13,11713,412-295-2%$186.4K$158.2K-$28.2K2026-10-07
Pinnacle Wealth Management Advisory Group, LLC
DECREASED13,08013,131-510%$182.5K$157.7K-$24.8K2026-10-23
Barry Investment Advisors, LLC
INCREASED13,07513,056+19+0%$181.5K$157.7K-$23.8K2026-10-14
Global Financial Private Client, LLC
INCREASED13,06412,858+206+2%$178.7K$157.6K-$21.2K2026-10-15
Semus Wealth Partners LLC
INCREASED12,95512,120+835+7%$168.5K$156.2K-$12.2K2026-10-22
Werba Rubin Papier Wealth Management
INCREASED12,89111,702+1,189+10%$162.7K$155.5K-$7.2K2026-11-06
SVB Wealth LLC
DECREASED12,76815,230-2,462-16%$211.7K$154.0K-$57.7K2026-11-06
SLT Holdings LLC
NEW12,650—+12,650——$152.6K—2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED12,61311,695+918+8%$162.6K$152.1K-$10.4K2026-10-23
Parkside Financial Bank & Trust
INCREASED12,48110,781+1,700+16%$149.9K$150.5K+$6652026-10-27
Money Concepts Capital Corp
INCREASED12,45611,386+1,070+9%$158.3K$150.2K-$8.0K2026-11-06
Allied Investment Advisors, LLC
INCREASED12,43812,435+3+0%$172.8K$150.0K-$22.8K2026-10-13
MSH Capital Advisors LLC
DECREASED12,37613,375-999-7%$185.9K$149.2K-$36.7K2026-11-03
Dahring | Cusmano LLC
DECREASED12,35915,906-3,547-22%$221.1K$149.0K-$72.0K2026-11-03
Marble Harbor Investment Counsel, LLC
UNCHANGED12,35012,35000%$171.7K$148.9K-$22.7K2026-11-06
Balboa Wealth Partners
INCREASED12,28811,825+463+4%$164.4K$148.2K-$16.2K2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED12,26920,969-8,700-41%$291.3K$148.0K-$143.3K2026-10-21
3Chopt Investment Partners, LLC
NEW12,194—+12,194——$147.1K—2026-10-30
BIP Wealth, LLC
DECREASED12,12612,528-402-3%$174.1K$146.2K-$27.9K2026-10-22
Detalus Advisors, LLC
UNCHANGED12,10012,10000%$168.2K$145.9K-$22.3K2026-10-15
Balefire, LLC
NEW12,018—+12,018——$144.9K—2026-10-09
Stablepoint Partners, LLC
DECREASED11,97512,175-200-2%$169.2K$144.4K-$24.8K2026-11-03
Cane Capital Partners, LLC
INCREASED11,97111,621+350+3%$161.5K$144.4K-$17.2K2026-10-23
Anchyra Partners LLC
INCREASED11,95211,535+417+4%$160.3K$144.1K-$16.2K2026-10-13
Ariadne Wealth Management, LP
NEW11,937—+11,937——$144.0K—2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED11,88715,174-3,287-22%$210.9K$143.4K-$67.6K2026-10-28
Badgley Phelps Wealth Managers, LLC
NEW11,873—+11,873——$143.2K—2026-10-22
Allen Capital Group, LLC
INCREASED11,82511,784+41+0%$163.8K$142.6K-$21.2K2026-10-27
DB&C Advisors, LLC
INCREASED11,79611,771+25+0%$163.6K$142.3K-$21.3K2026-10-26
Olympiad Research LP
NEW11,793—+11,793——$142.2K—2026-11-04
Taylor & Morgan Wealth Management, LLC
DECREASED11,78012,057-277-2%$167.6K$142.1K-$25.5K2026-10-09
Abel Hall, LLC
DECREASED11,74814,736-2,988-20%$204.8K$141.7K-$63.1K2026-10-19
Jessup Wealth Management, Inc
INCREASED11,74111,711+30+0%$162.8K$141.6K-$21.2K2026-10-20
Central Valley Advisors, LLC
DECREASED11,71816,732-5,014-30%$232.6K$141.3K-$91.2K2026-10-27
Langley Wealth Management, LLC
DECREASED11,69012,376-686-6%$172.0K$141.0K-$31.1K2026-11-04
Fidelity D & D Bancorp Inc
NEW11,622—+11,622——$140.2K—2026-11-05
Axxion S.A.
UNCHANGED11,56011,56000%$160.7K$139.4K-$21.3K2026-10-22
Stewardship Advisors, LLC
DECREASED11,53111,663-132-1%$162.1K$139.1K-$23.1K2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED11,50812,289-781-6%$170.8K$138.8K-$32.0K2026-10-05
Natural Investments, LLC
INCREASED11,48110,261+1,220+12%$142.0K$138.5K-$3.5K2026-11-06
CKW Financial Group
INCREASED11,48011,411+69+1%$156$141-$152026-10-29
Canvas Wealth Advisors, LLC
DECREASED11,39913,137-1,738-13%$182.6K$140.9K-$41.7K2026-11-02
Income Insurance Ltd
UNCHANGED11,39811,39800%$158.4K$137.5K-$21.0K2026-10-21
waypoint wealth counsel
INCREASED11,33210,162+1,170+12%$141.3K$136.7K-$4.6K2026-10-22
Riversedge Advisors, LLC
NEW11,220—+11,220——$135.3K—2026-10-09
Register Financial Advisors LLC
INCREASED11,21711,147+70+1%$154.9K$135.3K-$19.7K2026-10-23
Mcdonald Partners LLC
INCREASED11,17811,125+53+0%$154.6K$134.8K-$19.8K2026-11-03
Triton Wealth Management, Pllc
DECREASED11,16311,467-304-3%$154.8K$137.6K-$17.2K2026-11-04
Parthenon LLC
UNCHANGED11,11911,11900%$154.6K$134.1K-$20.5K2026-10-22
Fortress Financial Group, LLC
INCREASED11,11110,993+118+1%$152.8K$134.0K-$18.8K2026-10-21
Eagle Wealth Strategies LLC
INCREASED11,11011,097+13+0%$154.2K$134.0K-$20.3K2026-10-20
Grandview Asset Management LLC
DECREASED11,04616,721-5,675-34%$232.4K$133.2K-$99.2K2026-10-19
XXI Wealth, LLC
INCREASED11,03810,131+907+9%$140.8K$133.1K-$7.7K2026-10-22
Fortem Financial Group, LLC
INCREASED10,97010,842+128+1%$150.7K$132.3K-$18.4K2026-10-20
Tempus Wealth Planning, LLC
DECREASED10,96011,735-775-7%$163.1K$132.2K-$30.9K2026-10-14
Summit Wealth Group LLC / Co
DECREASED10,95111,068-117-1%$153.8K$132.1K-$21.8K2026-10-29
Old Mission Investment Co LLC
DECREASED10,92811,025-97-1%$153.2K$131.8K-$21.5K2026-10-22
Allegheny Financial Group
DECREASED10,85410,874-200%$151.2K$130.9K-$20.3K2026-11-05
FSM Wealth Advisors, LLC
DECREASED10,83811,375-537-5%$158.1K$132.8K-$25.3K2026-10-27
Traynor Capital Management, Inc.
NEW10,819—+10,819——$130.5K—2026-10-29
Alternative Investment Advisors, Llc.
NEW10,770—+10,770——$129.9K—2026-11-03
Maple Capital Management, Inc.
UNCHANGED10,75010,75000%$149.4K$129.6K-$19.8K2026-11-02
Insight Advisors, LLC/ PA
DECREASED10,71810,902-184-2%$151.5K$129.3K-$22.3K2026-10-22
Victory Financial Group, LLC
NEW10,699—+10,699——$129.0K—2026-10-27
JGP Wealth Management, LLC
DECREASED10,67914,230-3,551-25%$197.8K$128.8K-$69.0K2026-10-13
Commonwealth Financial Services, LLC
DECREASED10,65512,294-1,639-13%$170.9K$128.5K-$42.4K2026-10-20
Five Oceans Advisors
DECREASED10,64411,339-695-6%$157.6K$128.4K-$29.2K2026-10-22
Independent Wealth Network Inc.
INCREASED10,53310,525+8+0%$146.3K$127.0K-$19.3K2026-10-19
Uncommon Cents Investing Inc
UNCHANGED10,51710,51700%$146.2K$126.8K-$19.4K2026-10-20
Arrow Financial Corp
UNCHANGED10,50010,50000%$146.0K$126.6K-$19.3K2026-10-26
Daytona Street Capital LLC
UNCHANGED10,50010,50000%$147.3K$127.5K-$19.8K2026-10-15
North Star Investment Management Corp.
INCREASED10,48610,423+63+1%$144.9K$126.5K-$18.4K2026-10-27
Chapin Davis, Inc.
UNCHANGED10,48610,48600%$145.8K$126.5K-$19.3K2026-10-09
JDH Wealth Management, LLC
INCREASED10,38210,303+79+1%$143.2K$125.2K-$18.0K2026-10-20
Summit Financial Wealth Advisors, LLC
DECREASED10,37512,000-1,625-14%$166.8K$125.1K-$41.7K2026-10-15
Miller Financial Services LLC
DECREASED10,35711,590-1,233-11%$161.1K$124.9K-$36.2K2026-10-20
ARS Wealth Advisors Group, LLC
NEW10,353—+10,353——$124.9K—2026-10-16
Leo Wealth, LLC
NEW10,330—+10,330——$124.6K—2026-10-26
Jefferies Financial Group Inc.
DECREASED10,326238,427-228,101-96%$3.3M$124.5K-$3.2M2026-11-05
SYM Financial Corp
NEW10,250—+10,250——$123.6K—2026-10-26
Yoffe Investment Management, LLC
UNCHANGED10,23410,23400%$142.3K$123.4K-$18.8K2026-11-02
Quad-Cities Investment Group, LLC
INCREASED10,22310,177+46+0%$141.5K$123.3K-$18.2K2026-10-16
Markowski Investments
INCREASED10,1986,628+3,570+54%$92.1K$123.0K+$30.9K2026-10-30
Segment Wealth Management, LLC
DECREASED10,18814,488-4,300-30%$201.4K$122.9K-$78.5K2026-10-26
Gaddis Premier Wealth Advisors LLC
NEW10,181—+10,181——$122.8K—2026-10-29
Weitzel Financial Services, Inc.
INCREASED10,16510,107+58+1%$134.3K$122.0K-$12.3K2026-10-16
Post Resch Tallon Group Inc.
UNCHANGED10,16110,16100%$141.2K$122.5K-$18.7K2026-10-09
Gables Capital Management Inc.
DECREASED10,15011,100-950-9%$154.3K$122.4K-$31.9K2026-11-04
Legacy Wealth Partners, LLC
DECREASED10,11010,557-447-4%$146.7K$121.9K-$24.8K2026-10-15
Financial Management Professionals, Inc.
DECREASED10,08514,085-4,000-28%$195.8K$121.6K-$74.2K2026-10-23
D'Orazio & Associates, Inc.
NEW10,070—+10,070——$121.4K—2026-11-04
Tritonpoint Wealth, LLC
NEW10,064—+10,064——$121.4K—2026-10-19
Columbia Asset Management
DECREASED10,00811,908-1,900-16%$165.5K$120.7K-$44.8K2026-10-19
Parkway Wealth Management Group, LLC
UNCHANGED10,00010,00000%$139.0K$120.6K-$18.4K2026-10-20
Sage Investment Counsel LLC
UNCHANGED10,00010,00000%$139.0K$120.6K-$18.4K2026-10-26
Trust Co of Vermont
INCREASED9,7927,415+2,377+32%$103.1K$118.1K+$15.0K2026-10-21
Tompkins Financial Corp
DECREASED9,51310,513-1,000-10%$146.1K$114.7K-$31.4K2026-10-05
Westside Investment Management, Inc.
DECREASED9,39810,398-1,000-10%$144.5K$113.5K-$31.1K2026-11-02
Physician Wealth Advisors, Inc.
DECREASED9,3819,448-67-1%$131.3K$113.1K-$18.2K2026-10-20
Summit Securities Group LLC
DECREASED9,31013,917-4,607-33%$193.4K$112.3K-$81.2K2026-11-05
Avanza Fonder AB
UNCHANGED8,8498,84900%$123.0K$106.7K-$16.3K2026-10-13
Signature Equity Partners, LLC
INCREASED8,8038,041+762+9%$111.8K$106.2K-$5.6K2026-10-29
Ashton Thomas Securities, LLC
NEW8,655—+8,655——$104.4K—2026-10-26
Key FInancial Inc
INCREASED8,5528,475+77+1%$117.8K$103.1K-$14.7K2026-11-02
MeadowBrook Investment Advisors LLC
UNCHANGED7,9567,95600%$110.6K$95.0K-$15.6K2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED7,9525,603+2,349+42%$77.9K$95.9K+$18.0K2026-10-27
Ascentis Independent Advisors
INCREASED7,7714,004+3,767+94%$55.6K$93.7K+$38.1K2026-11-03
Chapman Financial Group, LLC
DECREASED7,6408,640-1,000-12%$120.1K$92.1K-$28.0K2026-10-26
Central Trust Co
INCREASED7,5487,215+333+5%$100.3K$91.0K-$9.3K2026-11-05
SJS Investment Consulting Inc.
INCREASED7,5392,217+5,322+240%$30.8K$90.9K+$60.1K2026-10-26
Elevated Capital Advisors, LLC
DECREASED7,51340,845-33,332-82%$567.8K$90.6K-$477.2K2026-11-04
Rothwell Investment Advisors, LLC
NEW7,242—+7,242——$87.3K—2026-11-06
Bare Financial Services, Inc
DECREASED7,2087,305-97-1%$101.5K$86.9K-$14.6K2026-11-04
Bokf, NA
DECREASED7,1388,908-1,770-20%$123.8K$86.1K-$37.7K2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED6,9016,90100%$95.9K$83.2K-$12.7K2026-10-28
Asset Dedication, LLC
DECREASED6,8696,877-80%$95.6K$82.8K-$12.8K2026-11-03
Nfsg Corp
INCREASED6,7756,394+381+6%$88.9K$81.7K-$7.2K2026-10-15
Community Bank, N.A.
INCREASED6,5186,400+118+2%$89.0K$78.6K-$10.4K2026-11-06
Zions Bancorporation, National Association
INCREASED6,2965,774+522+9%$80.3K$75.9K-$4.3K2026-11-06
GHP Investment Advisors, Inc.
INCREASED6,0906,076+14+0%$84.5K$73.4K-$11.0K2026-10-15
Essential Partners LLC
INCREASED6,0081,123+4,885+435%$15.6K$72.5K+$56.8K2026-10-14
TD Private Client Wealth LLC
INCREASED5,9795,779+200+3%$80.3K$72.1K-$8.2K2026-10-28
Tsfg, LLC
DECREASED5,86836,677-30,809-84%$510.0K$71.0K-$439.0K2026-10-23
Richards, Merrill & Peterson, Inc.
UNCHANGED5,8205,82000%$80.9K$70.2K-$10.7K2026-10-19
Community Financial Services Group, LLC
UNCHANGED5,7605,76000%$78.6K$70.7K-$7.9K2026-10-15
Princeton Global Asset Management LLC
UNCHANGED5,6665,66600%$78.8K$68.3K-$10.4K2026-10-21
Fortitude Family Office, LLC
INCREASED5,6385,405+233+4%$75.1K$68.0K-$7.1K2026-10-14
Quest 10 Wealth Builders, Inc.
INCREASED5,4133,551+1,862+52%$49.4K$65.3K+$15.9K2026-11-02
10Elms LLP
INCREASED5,4055,347+58+1%$74.3K$65.2K-$9.1K2026-11-06
Wilkerson Advisory Group LLC
INCREASED5,1735,082+91+2%$70.6K$62.4K-$8.3K2026-10-20
Concord Wealth Partners
INCREASED5,1164,704+412+9%$65.4K$61.7K-$3.7K2026-11-02
Bayforest Capital Ltd
DECREASED5,04820,888-15,840-76%$290.3K$60.9K-$229.5K2026-11-03
Paladin Partners, LLC
UNCHANGED5,0005,00000%$69.5K$60.3K-$9.2K2026-10-06
Covestor Ltd
INCREASED4,9973,861+1,136+29%$54.0K$60.0K+$6.0K2026-10-30
Hilton Head Capital Partners, LLC
DECREASED4,9755,356-381-7%$74.4K$60.0K-$14.4K2026-10-23
Caldwell Trust Co
DECREASED4,9005,000-100-2%$69.5K$59.1K-$10.4K2026-10-30
Advocate Investing Services LLC
UNCHANGED4,8004,80000%$66.7K$57.9K-$8.8K2026-10-26
Ascentis Wealth Management, LLC
INCREASED4,7524,342+410+9%$60.4K$57.3K-$3.0K2026-11-03
Finley Financial, LLC
UNCHANGED4,7254,72500%$65.7K$58.0K-$7.7K2026-10-28
Financial Consulate, Inc
INCREASED4,6634,227+436+10%$58.8K$56.2K-$2.5K2026-10-23
James T. Borello RIA
INCREASED4,5984,590+8+0%$63.8K$55.5K-$8.3K2026-10-16
Owl Creek Wealth Partners LLC
INCREASED4,4363,898+538+14%$54.2K$53.5K-$6842026-10-20
Financial Perspectives, Inc
INCREASED4,3444,338+6+0%$60.3K$52.4K-$7.9K2026-11-03
POM Investment Strategies, LLC
INCREASED4,2264,225+1+0%$58.7K$51.0K-$7.8K2026-10-20
WPG Advisers, LLC
INCREASED4,0954,070+25+1%$56.6K$49.4K-$7.2K2026-10-27
Manchester Capital Management LLC
UNCHANGED4,0204,02000%$55.9K$48.5K-$7.4K2026-10-22
Golden State Wealth Management, LLC
DECREASED4,0014,109-108-3%$57.1K$48.3K-$8.9K2026-11-02
DT Investment Partners, LLC
UNCHANGED4,0004,00000%$55.6K$48.2K-$7.4K2026-10-27
Rachor Investment Advisory Services, LLC
INCREASED3,9713,938+33+1%$54.7K$47.9K-$6.8K2026-10-29
Gen-Wealth Partners Inc
INCREASED3,9602,579+1,381+54%$35.8K$47.8K+$11.9K2026-11-04
Spurstone Advisory Services, LLC
UNCHANGED3,9503,95000%$53.9K$48.5K-$5.4K2026-11-02
Cullen T Bankers, Inc.
DECREASED3,9198,759-4,840-55%$121.7K$47.3K-$74.5K2026-10-28
MTM Investment Management, LLC
INCREASED3,9033,863+40+1%$53.7K$47.1K-$6.6K2026-10-30
Stone House Investment Management, LLC
INCREASED3,832473+3,359+710%$6.6K$46.2K+$39.6K2026-10-23
IFS Advisors, LLC
UNCHANGED3,7953,79500%$52.8K$45.8K-$7.0K2026-10-14
Bell Investment Advisors, Inc
INCREASED3,7803,779+1+0%$52.5K$45.6K-$6.9K2026-10-29
GoalVest Advisory LLC
INCREASED3,5843,244+340+10%$45.1K$43.2K-$1.9K2026-10-02
Next Level Wealth Planning, LLC
NEW3,542—+3,542——$42.7K—2026-10-29
Silver Grove Financial Group, Inc.
INCREASED3,4633,329+134+4%$46.3K$41.8K-$4.5K2026-11-05
Wolff Wiese Magana LLC
INCREASED3,4283,397+31+1%$47.2K$41.3K-$5.9K2026-10-15
Farmers & Merchants Investments Inc
UNCHANGED3,4123,41200%$47.4K$41.1K-$6.3K2026-10-22
True Wealth Design, LLC
INCREASED3,4051,670+1,735+104%$23.2K$41.1K+$17.9K2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED3,3383,038+300+10%$42.2K$40.3K-$2.0K2026-10-29
Trust Co
UNCHANGED3,3033,30300%$45.9K$39.8K-$6.1K2026-10-09
Thompson Investment Management, Inc.
UNCHANGED3,2943,29400%$45.8K$39.7K-$6.1K2026-10-14
Jnba Financial Advisors
UNCHANGED3,2333,23300%$44.9K$39.0K-$5.9K2026-11-03
Birch Financial Group, LLC
NEW3,212—+3,212——$38.7K—2026-10-27
Adirondack Trust Co
UNCHANGED3,1843,18400%$44.3K$38.4K-$5.9K2026-10-14
Costello Asset Management, Inc
INCREASED3,1293,126+3+0%$43.4K$37.7K-$5.7K2026-10-30
Salomon & Ludwin, LLC
DECREASED3,0993,186-87-3%$43.5K$37.4K-$6.1K2026-10-29
Laurel Wealth Advisors LLC
NEW3,025—+3,025——$36.5K—2026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED2,9242,92400%$39.9K$35.9K-$4.0K2026-10-20
Evolution Wealth Management Inc.
INCREASED2,8352,829+6+0%$39.3K$34.2K-$5.1K2026-10-28
RMG Wealth Management LLC
INCREASED2,8252,760+65+2%$38.2K$33.6K-$4.6K2026-10-26
Carolina Wealth Advisors, LLC
DECREASED2,7983,195-397-12%$44.4K$33.7K-$10.7K2026-10-23
Kentucky Trust Co
UNCHANGED2,7652,76500%$38.4K$33.3K-$5.1K2026-10-15
Cedar Mountain Advisors, LLC
DECREASED2,7302,940-210-7%$40.9K$32.9K-$7.9K2026-10-15
Peterson Wealth Management
INCREASED2,7222,693+29+1%$37.4K$32.8K-$4.6K2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED2,6923,442-750-22%$48.0K$32-$48.0K2026-11-02
Catherine Avery Investment Management LLC
UNCHANGED2,6912,69100%$37.4K$32.5K-$5.0K2026-10-14
Peterson Wealth Services
INCREASED2,6702,641+29+1%$36.7K$32.2K-$4.5K2026-10-26
Gleason Group, Inc.
UNCHANGED2,6322,63200%$36.6K$31.7K-$4.8K2026-10-15
Albion Financial Group
UNCHANGED2,6002,60000%$36.1K$31.4K-$4.8K2026-10-21
Flagship Wealth Advisors, LLC
DECREASED2,5554,055-1,500-37%$56.4K$30.8K-$25.6K2026-11-03
Country Trust Bank
UNCHANGED2,4552,45500%$34.1K$29.6K-$4.5K2026-10-30
Fairman Group, LLC
UNCHANGED2,4392,43900%$33.9K$29.4K-$4.5K2026-10-26
American Capital Advisory, LLC
INCREASED2,3722,355+17+1%$32.7K$28.6K-$4.1K2026-10-28
Align Financial, LLC
INCREASED2,3012,187+114+5%$30.4K$27.8K-$2.6K2026-10-16
Nvwm, LLC
UNCHANGED2,1802,18000%$30.3K$26.3K-$4.0K2026-10-14
Global X Japan Co., Ltd.
INCREASED2,1772,042+135+7%$28.4K$26.3K-$2.1K2026-10-21
Planning Strategies Inc.
INCREASED2,1492,125+24+1%$29.5K$25.9K-$3.6K2026-10-02
Smallwood Wealth Investment Management, LLC
DECREASED2,1442,192-48-2%$30.5K$25.9K-$4.6K2026-10-30
Cape Investment Advisory, Inc.
DECREASED2,1022,125-23-1%$29.5K$25.3K-$4.2K2026-10-13
Southern Michigan Bank & Trust
UNCHANGED2,1002,10000%$29.2K$25.3K-$3.9K2026-10-19
Valley National Advisers Inc
DECREASED2,0982,147-49-2%$29.8K$25.3K-$4.5K2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED2,08574,905-72,820-97%$1.0M$25.1K-$1.0M2026-10-29
Trust Co of Toledo NA
UNCHANGED2,0802,08000%$28.9K$25.1K-$3.8K2026-10-16
Asset Planning,Inc
UNCHANGED2,0432,04300%$28.4K$24.6K-$3.8K2026-10-26
Ninety One UK Ltd
NEW2,032—+2,032——$24.5K—2026-10-15
Mosley Wealth Management
DECREASED2,0242,193-169-8%$30.5K$24.9K-$5.6K2026-10-16
Pacific Center for Financial Services
DECREASED2,0132,998-985-33%$41.7K$24.3K-$17.4K2026-10-15
Olistico Wealth, LLC
UNCHANGED2,0002,00000%$27.8K$24.1K-$3.7K2026-10-05
Strategic Advocates LLC
UNCHANGED2,0002,00000%$27.8K$24.1K-$3.7K2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED1,9821,98200%$27.6K$23.9K-$3.6K2026-10-16
Elevation Wealth Partners, LLC
DECREASED1,9512,427-476-20%$33.7K$23.5K-$10.2K2026-10-07
Arlington Trust Co LLC
DECREASED1,9502,032-82-4%$28.2K$23.5K-$4.7K2026-10-20
MV Capital Management, Inc.
DECREASED1,9221,931-90%$26.8K$23.2K-$3.7K2026-10-29
Vima LLC
UNCHANGED1,9011,90100%$26.4K$22.9K-$3.5K2026-10-23
Horizon Financial Services, LLC
DECREASED1,9002,800-900-32%$38.9K$22.9K-$16.0K2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED1,9001,880+20+1%$26.1K$22.9K-$3.2K2026-10-27
Provenance Wealth Advisors, LLC
NEW1,842—+1,842——$22.2K—2026-10-30
DeDora Capital, Inc.
NEW1,807—+1,807——$21.8K—2026-10-26
Main Street Group, LTD
INCREASED1,8041,791+13+1%$24.9K$21.8K-$3.1K2026-10-28
Quaker Wealth Management, LLC
INCREASED1,777864+913+106%$12.0K$21.4K+$9.4K2026-10-22
Bullock Wealth Management Group
INCREASED1,7511,738+13+1%$23.7K$21.5K-$2.2K2026-10-09
Private Wealth Management Group, LLC
INCREASED1,736707+1,029+146%$9.8K$20.9K+$11.1K2026-10-19
Pinnacle Bancorp, Inc.
UNCHANGED1,6991,69900%$23.6K$20.5K-$3.1K2026-10-21
Dhjj Financial Advisors, Ltd.
INCREASED1,6391,547+92+6%$21.5K$19.8K-$1.7K2026-10-23
Pacifica Partners Inc.
UNCHANGED1,6261,62600%$21.7K$20.0K-$1.7K2026-10-09
Capital Advisors, Ltd. LLC
INCREASED1,5901,304+286+22%$18$19.0K+$19.0K2026-10-27
Fortis Group Advisors, LLC
UNCHANGED1,5701,57000%$21.8K$18.9K-$2.9K2026-11-06
Ares Financial Consulting, LLC
INCREASED1,5581,551+7+0%$21.6K$18.8K-$2.8K2026-10-19
Tower View Wealth Management LLC
INCREASED1,5531,536+17+1%$21.4K$18.7K-$2.6K2026-10-23
Jcic Asset Management Inc.
UNCHANGED1,5351,53500%$17.7K$18.5K+$7982026-10-30
Harbor Investment Advisory, LLC
UNCHANGED1,5311,53100%$21.3K$18.5K-$2.8K2026-10-13
Balance Wealth Partners LLC
NEW1,489—+1,489——$18.0K—2026-10-27
Clark Wealth Partners
INCREASED1,4781,465+13+1%$20.4K$17.8K-$2.5K2026-10-19
Glass Jacobson Investment Advisors llc
DECREASED1,4641,565-101-6%$21.8K$17.7K-$4.1K2026-10-26
RHL Group, LLC
INCREASED1,4191,404+15+1%$19.7K$17.1K-$2.5K2026-11-04
Key Capital Management, Inc
INCREASED1,416738+678+92%$10.3K$17.1K+$6.8K2026-11-03
Birchbrook, Inc.
UNCHANGED1,3571,35700%$18.9K$16.4K-$2.5K2026-10-14
High Note Wealth, LLC
INCREASED1,3401,128+212+19%$15.7K$16.2K+$4812026-10-27
New England Capital Financial Advisors LLC
DECREASED1,3351,724-389-23%$24.0K$16.1K-$7.9K2026-11-03
Highline Wealth Partners LLC
INCREASED1,314927+387+42%$12.9K$15.8K+$3.0K2026-10-19
Hughes Financial Services, LLC
DECREASED1,3121,378-66-5%$19.2K$16.2K-$2.9K2026-10-30
Advantage Trust Co
UNCHANGED1,3001,30000%$18.1K$15.7K-$2.4K2026-10-19
Hager Investment Management Services, LLC
UNCHANGED1,2901,29000%$17.9K$15.6K-$2.4K2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED1,2671,26700%$17.6K$15.3K-$2.3K2026-10-15
Avion Wealth
INCREASED1,2391,164+75+6%$16$14-$22026-11-04
Wealth Analytics Partners, LLC
NEW1,206—+1,206——$14.5K—2026-10-19
Barrett & Company, Inc.
INCREASED1,158898+260+29%$12.5K$14.0K+$1.5K2026-10-22
Beacon Investment Advisory Services, Inc.
DECREASED1,1495,540-4,391-79%$77.0K$13.9K-$63.2K2026-10-13
DiNuzzo Private Wealth, Inc.
INCREASED1,1101,109+1+0%$15.4K$13.4K-$2.0K2026-10-16
Boyd Watterson Asset Management LLC
UNCHANGED1,0831,08300%$15.1K$13.1K-$2.0K2026-11-06
West Paces Advisors Inc.
DECREASED1,0751,126-51-5%$15.7K$13.0K-$2.7K2026-10-13
Kelleher Financial Advisors
DECREASED1,0691,371-302-22%$19.1K$12.9K-$6.2K2026-10-30
Montag A & Associates Inc
UNCHANGED1,0631,06300%$14.8K$12.8K-$2.0K2026-10-29
Inspire Investing, LLC
UNCHANGED1,0561,05600%$14.7K$12.7K-$1.9K2026-10-22
Tounjian Advisory Partners, LLC
INCREASED1,055654+401+61%$9.1K$12.7K+$3.6K2026-11-04
Harbor Asset Planning, Inc.
UNCHANGED1,0451,04500%$14.5K$12.6K-$1.9K2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED1,0441,04400%$14.5K$12.6K-$1.9K2026-10-23
Coston, McIsaac & Partners
INCREASED1,0301,028+2+0%$14$12.4K+$12.4K2026-11-06
Murphy & Mullick Capital Management Corp
INCREASED1,0131,000+13+1%$13.9K$12.1K-$1.8K2026-11-02
First Pacific Financial
INCREASED1,0111,000+11+1%$13.9K$12.2K-$1.7K2026-10-14
Rydar Equities, Inc.
NEW1,000—+1,000——$12.1K—2026-10-13
Access Investment Management LLC
UNCHANGED1,0001,00000%$13.9K$12.1K-$1.8K2026-10-23
Essential Investment Partners LLC
UNCHANGED1,0001,00000%$13.9K$12.1K-$1.8K2026-10-27
Kimelman & Baird, LLC
UNCHANGED1,0001,00000%$13.9K$12.1K-$1.8K2026-11-03
Piscataqua Savings Bank
UNCHANGED1,0001,00000%$13.9K$12.1K-$1.8K2026-10-21
Sunrise Financial Services, LLC
DECREASED9491,124-175-16%$15.6K$11.4K-$4.2K2026-10-21
Lodestone Wealth Management LLC
INCREASED918908+10+1%$12.6K$11.1K-$1.6K2026-10-14
Grove Bank & Trust
UNCHANGED90390300%$12.6K$10.9K-$1.7K2026-10-08
Mascoma Wealth Management LLC
INCREASED902890+12+1%$12.4K$10.9K-$1.5K2026-10-23
City Holding Co
INCREASED890590+300+51%$8.2K$10.7K+$2.5K2026-10-19
Creative Capital Management Investments LLC
DECREASED8581,756-898-51%$24.4K$10.4K-$14.1K2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED85085000%$11.8K$10.3K-$1.6K2026-10-20
Joseph Group Capital Management
DECREASED8361,014-178-18%$14.1K$10.1K-$4.0K2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED829633+196+31%$8.8K$10.0K+$1.2K2026-11-03
Point Nemo Capital, LLC
UNCHANGED77977900%$10.8K$9.4K-$1.4K2026-11-03
Lloyd Advisory Services, Llc.
INCREASED740163+577+354%$2.3K$8.9K+$6.6K2026-11-02
Tower Trust & Investment Co
UNCHANGED72172100%$10.0K$8.7K-$1.3K2026-10-28
Atwood & Palmer Inc
INCREASED714706+8+1%$9.8K$8.6K-$1.2K2026-10-08
Montgomery Financial Services LLC
INCREASED705703+2+0%$9.8K$8.5K-$1.3K2026-11-03
IAG Wealth Partners, LLC
DECREASED6871,527-840-55%$21.2K$8.3K-$12.9K2026-11-06
Luken Investment Analytics, LLC
UNCHANGED66066000%$9.2K$8.0K-$1.2K2026-11-06
Sima Wealth Partners, LLC
UNCHANGED65965900%$9.2K$8.0K-$1.2K2026-10-19
Marquette Asset Management, LLC
UNCHANGED61761700%$8.6K$7.4K-$1.1K2026-10-09
KFG LLC
NEW616—+616——$7.4K—2026-11-02
Washington Trust Advisors, Inc.
INCREASED608115+493+429%$1.6K$7.3K+$5.7K2026-10-22
Beacon Financial Strategies Corp
UNCHANGED60160100%$8.4K$7.2K-$1.1K2026-10-14
Blume Capital Management, Inc.
UNCHANGED59759700%$8.3K$7.2K-$1.1K2026-10-26
Activest Wealth Management
DECREASED5871,088-501-46%$15.1K$7.1K-$8.0K2026-10-15
St. Johns Investment Management Company, LLC
UNCHANGED56556500%$7.9K$6.8K-$1.0K2026-10-30
Breakwater Investment Management
INCREASED546514+32+6%$7.1K$6.6K-$5602026-10-20
Evermay Wealth Management LLC
DECREASED536679-143-21%$9.4K$6.5K-$3.0K2026-11-05
Fairway Wealth LLC
NEW524—+524——$6.3K—2026-10-30
GS Investments, Inc.
UNCHANGED51051000%$7.1K$6.2K-$9382026-11-05
J.Safra Asset Management Corp
UNCHANGED51051000%$7.1K$6.2K-$9382026-11-03
Peoples Financial Services Corp.
UNCHANGED50050000%$7.0K$6.0K-$9202026-10-20
StrongBox Wealth, LLC
UNCHANGED50050000%$7.0K$6.0K-$9202026-11-02
Hurley Capital, LLC
UNCHANGED48248200%$6.7K$5.8K-$8872026-11-05
Roxbury Financial LLC
INCREASED477117+360+308%$1.6K$5.8K+$4.1K2026-10-01
Maseco LLP
INCREASED471349+122+35%$4.8K$5.7K+$8292026-10-27
North Point Portfolio Managers Corp
NEW457—+457——$5.5K—2026-10-07
CGC Financial Services, LLC
DECREASED4571,829-1,372-75%$25.4K$5.5K-$19.9K2026-10-13
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED45345300%$6.3K$5.5K-$8332026-10-07
Burk Holdings LLC
INCREASED434233+201+86%$3.2K$5.2K+$2.0K2026-11-05
Aventus Investment Advisors, Inc.
UNCHANGED40040000%$5.6K$4.8K-$7362026-10-09
Moisand Fitzgerald Tamayo, LLC
INCREASED396330+66+20%$4.6K$4.8K+$1892026-10-15
Valued Wealth Advisors LLC
DECREASED381451-70-16%$6.3K$4.6K-$1.7K2026-11-05
Bank of New Hampshire
UNCHANGED37737700%$5.2K$4.5K-$6932026-10-06
First Premier Bank
INCREASED368343+25+7%$5$4-$12026-10-13
Sfam, LLC
UNCHANGED36836800%$5.1K$4.4K-$6772026-11-03
Bayban
UNCHANGED35035000%$4.9K$4.9K$02026-11-05
NBH Bank
UNCHANGED35035000%$4.9K$4.2K-$6442026-11-05
Aspect Partners, LLC
INCREASED343338+5+1%$4.7K$4.1K-$5612026-10-20
Valley Wealth Managers, Inc.
UNCHANGED34134100%$4.7K$4.1K-$6282026-10-09
Addison Advisors LLC
DECREASED340462-122-26%$6.4K$4.1K-$2.3K2026-11-06
Pension & Wealth Management Advisors, Inc.
NEW329—+329——$4.0K—2026-10-16
Abound Wealth Management
INCREASED321220+101+46%$3.1K$3.9K+$8142026-10-26
USA Financial Formulas
NEW317—+317——$3.8K—2026-10-16
Livelsberger Financial Advisory
NEW300—+300——$3.6K—2026-10-28
First Community Trust NA
UNCHANGED30030000%$4.2K$3.6K-$5522026-10-07
First United Bank & Trust
UNCHANGED30030000%$4.2K$3.6K-$5522026-10-22
Foster Dykema Cabot & Partners, LLC
UNCHANGED29129100%$4.0K$3.5K-$5362026-10-30
Bear Mountain Capital, Inc.
INCREASED282266+16+6%$3.7K$3.5K-$2062026-11-04
IMG Wealth Management, Inc.
INCREASED26697+169+174%$1.3K$3.2K+$1.9K2026-10-27
Bfsg, LLC
NEW261—+261——$3.1K—2026-10-30
Retirement Wealth Solutions LLC
INCREASED253192+61+32%$2.7K$3.1K+$3812026-10-07
Compass Wealth Management LLC
NEW250—+250——$3.0K—2026-10-22
Vision Financial Markets LLC
UNCHANGED25025000%$3.4K$3.1K-$3572026-10-22
Pathway Financial Advisers, LLC
NEW233—+233——$2.8K—2026-10-27
Reap Financial Group, LLC
DECREASED227664-437-66%$9.2K$2.7K-$6.5K2026-11-02
Torren Management, LLC
INCREASED225224+1+0%$3.1K$2.7K-$3962026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED20020000%$3$2-$12026-11-04
Hickory Point Bank & Trust
UNCHANGED20020000%$2.8K$2.4K-$3682026-10-01
Kennebec Savings Bank
UNCHANGED20020000%$2.8K$2.4K-$3682026-10-22
1620 Investment Advisors, Inc.
UNCHANGED17617600%$2.4K$2.1K-$3232026-11-04
Team Financial Group, LLC
NEW171—+171——$2.1K—2026-10-30
GK Wealth Management LLC
NEW168—+168——$2.0K—2026-10-09
Toth Financial Advisory Corp
UNCHANGED15015000%$2.1K$1.8K-$2762026-10-08
Wealth Enhancement Trust Services, Inc.
UNCHANGED15015000%$2.1K$1.8K-$2762026-10-07
UMB Private Wealth Management, LLC
NEW147—+147——$1.8K—2026-10-19
Three Bridge Wealth Advisors, LLC
NEW145—+145——$1.7K—2026-11-05
Chilton Capital Management LLC
UNCHANGED14114100%$2.0K$1.7K-$2592026-10-28
Financially Speaking Inc
UNCHANGED14014000%$1.6K$1.7K+$732026-11-05
Kozak & Associates, Inc.
DECREASED139140-1-1%$1.9K$1.7K-$2432026-10-29
Birchwood Financial Partners, Inc.
NEW136—+136——$1.6K—2026-11-02
Monetary Solutions, Ltd
INCREASED124118+6+5%$1.6K$1.5K-$1452026-10-22
Midwest Capital Advisors, LLC
NEW121—+121——$1.5K—2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED11511500%$1.6K$1.4K-$2112026-10-15
Navigoe, LLC
DECREASED112128-16-12%$1$1$02026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED10410400%$1.4K$1.3K-$1922026-10-30
American National Bank & Trust
UNCHANGED10010000%$1.4K$1.2K-$1842026-10-07
Oakworth Capital, Inc.
UNCHANGED10010000%$1.4K$1.2K-$1582026-10-26
Prudent Man Investment Management, Inc.
UNCHANGED10010000%$1.3K$1.2K-$1062026-11-03
DecisionPoint Financial, LLC
INCREASED9970+29+41%$955$1.2K+$2602026-10-27
Burkett Financial Services, LLC
INCREASED9594+1+1%$1.3K$1.2K-$1622026-10-01
TFC Financial Management, Inc.
UNCHANGED909000%$1.3K$1.1K-$1652026-10-26
Ashurst Perkins Coie Trust Co
NEW89—+89——$1.1K—2026-10-15
Foresight Capital Management Advisors, Inc.
NEW84—+84——$1.0K—2026-10-27
Morton Brown Family Wealth, LLC
UNCHANGED747400%$1.0K$892-$1372026-10-23
Financial Freedom, LLC
NEW70—+70——$844—2026-11-06
PayPay Securities Corp
INCREASED6965+4+6%$904$832-$722026-10-27
Dorato Capital Management
UNCHANGED666600%$919$804-$1152026-10-08
Nvest Wealth Strategies, Inc.
DECREASED60502-442-88%$7.0K$724-$6.3K2026-10-14
Davis Capital Management
DECREASED5691-35-38%$1.3K$675-$5902026-10-08
Bradley & Co. Private Wealth Management, LLC
UNCHANGED505000%$695$603-$922026-10-23
Centerpoint Advisors, LLC
UNCHANGED505000%$1$1$02026-11-05
Proathlete Wealth Management LLC
NEW46—+46——$554—2026-10-15
WestEnd Advisors, LLC
UNCHANGED444400%$612$531-$812026-10-27
Fairscale Capital, LLC
NEW40—+40——$490—2026-11-04
Godsey & Gibb, Inc
NEW34—+34——$411—2026-10-14
NorthAvenue LLC
UNCHANGED323200%$445$386-$592026-10-29
Robbins Farley
UNCHANGED202000%$278$242-$362026-10-21
United Financial Planning Group LLC
UNCHANGED161600%$222$193-$292026-11-04
West Branch Capital LLC
UNCHANGED161600%$223$193-$302026-10-20
Gilpin Wealth Management, LLC
NEW14—+14——$169—2026-10-09
Investment Research & Advisory Group, Inc.
UNCHANGED121200%$3.4K$2.8K-$5922026-10-19
3 Factor Indexing, LLC
UNCHANGED111100%$153$133-$202026-10-15
Frisco Financial Planning LLC
NEW5—+5——$60—2026-10-05
Acumen Wealth Advisors, LLC
UNCHANGED5500%$70$61-$92026-11-05
Clayton Financial Group LLC
NEW3—+3——$39—2026-10-13
Beacon Capital Management, Inc.
UNCHANGED1100%$8$7-$12026-10-13
Simplex Trading, LLC
CLOSED0383,462-383,462-100%$5.3M$0-$5.3M2026-11-04
Patton Fund Management, Inc.
CLOSED0186,726-186,726-100%$2.6M$0-$2.6M2026-10-13
Econ Financial Services Corp
CLOSED0175,252-175,252-100%$2.4M$0-$2.4M2026-10-19
Illinois Municipal Retirement Fund
CLOSED078,411-78,411-100%$1.1M$0-$1.1M2026-11-05
OMC Financial Services LTD
CLOSED071,313-71,313-100%$991.3K$0-$991.3K2026-10-19
Lecap Asset Management LTD
CLOSED048,690-48,690-100%$676.8K$0-$676.8K2026-10-27
Laurion Capital Management LP
CLOSED038,700-38,700-100%$537.9K$0-$537.9K2026-10-30
Grant Private Wealth Management Inc
CLOSED032,611-32,611-100%$453.3K$0-$453.3K2026-10-19
Lionsbridge Wealth Management LLC
CLOSED025,011-25,011-100%$347.7K$0-$347.7K2026-10-26
Emerald Advisors, LLC
CLOSED022,726-22,726-100%$315.9K$0-$315.9K2026-10-13
Saxon Interests, Inc.
CLOSED022,127-22,127-100%$307.6K$0-$307.6K2026-10-26
Wellington Shields & Co., LLC
CLOSED021,922-21,922-100%$304.7K$0-$304.7K2026-11-03
Carret Asset Management, LLC
CLOSED020,366-20,366-100%$283.1K$0-$283.1K2026-11-04
Golden Reserve Retirement LLC
CLOSED018,266-18,266-100%$253.9K$0-$253.9K2026-11-02
Legacy Advisors, LLC
CLOSED017,012-17,012-100%$236.5K$0-$236.5K2026-10-19
Scarborough Advisors, LLC
CLOSED016,204-16,204-100%$240.5K$0-$240.5K2026-10-16
Plan Group Financial, LLC
CLOSED016,098-16,098-100%$223.8K$0-$223.8K2026-10-22
Confluence Wealth Services, Inc.
CLOSED014,985-14,985-100%$208.3K$0-$208.3K2026-11-05
Beese Fulmer Investment Management, Inc.
CLOSED014,559-14,559-100%$202.4K$0-$202.4K2026-10-23
Providence First Trust Co
CLOSED014,271-14,271-100%$198.4K$0-$198.4K2026-11-02
Wespac Advisors, LLC
CLOSED014,032-14,032-100%$195.0K$0-$195.0K2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED013,383-13,383-100%$186.0K$0-$186.0K2026-10-16
MRA Advisory Group
CLOSED012,861-12,861-100%$178.8K$0-$178.8K2026-10-07
Joel Isaacson & Co., LLC
CLOSED012,622-12,622-100%$175.4K$0-$175.4K2026-11-05
Sepio Capital, LP
CLOSED012,426-12,426-100%$172.7K$0-$172.7K2026-10-22
Carrera Capital Advisors
CLOSED012,237-12,237-100%$170.1K$0-$170.1K2026-11-03
Cadent Capital Advisors, LLC
CLOSED011,499-11,499-100%$159.8K$0-$159.8K2026-10-09
ProVise Management Group, LLC
CLOSED011,174-11,174-100%$155.3K$0-$155.3K2026-11-06
Johnson Financial Group, LLC
CLOSED010,780-10,780-100%$149.8K$0-$149.8K2026-11-03
Transcendent Capital Group LLC
CLOSED010,728-10,728-100%$149.1K$0-$149.1K2026-10-28
TritonPoint Partners, LLC
CLOSED010,548-10,548-100%$146.6K$0-$146.6K2026-11-05
Successful Portfolios LLC
CLOSED010,383-10,383-100%$143.9K$0-$143.9K2026-10-09
Capital Investment Counsel, Inc
CLOSED010,165-10,165-100%$141.3K$0-$141.3K2026-10-20
Salem Investment Counselors Inc
CLOSED07,727-7,727-100%$107.4K$0-$107.4K2026-10-13
LifeSteps Financial, Inc.
CLOSED07,588-7,588-100%$105.5K$0-$105.5K2026-10-15
Vestor Capital, LLC
CLOSED04,742-4,742-100%$254$0-$2542026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED03,671-3,671-100%$51.0K$0-$51.0K2026-10-14
BankPlus Trust Department
CLOSED02,398-2,398-100%$33.3K$0-$33.3K2026-11-06
NBT Bank, N.A.
CLOSED02,115-2,115-100%$29.4K$0-$29.4K2026-10-21
Founders Capital Management
CLOSED02,000-2,000-100%$27.8K$0-$27.8K2026-10-13
Cornerstone Planning Group LLC
CLOSED01,639-1,639-100%$23.6K$0-$23.6K2026-10-16
Evolution Advisers, Inc.
CLOSED0708-708-100%$9$0-$92026-11-06
LFA - Lugano Financial Advisors SA
CLOSED0700-700-100%$9.7K$0-$9.7K2026-11-03
Global Trust Asset Management, LLC
CLOSED0604-604-100%$8.4K$0-$8.4K2026-10-19
Brooklyn FI, LLC
CLOSED0547-547-100%$7.9K$0-$7.9K2026-11-05
Pflug Koory, LLC
CLOSED0500-500-100%$7.0K$0-$7.0K2026-10-26
Gill Capital Partners, LLC
CLOSED0400-400-100%$5.6K$0-$5.6K2026-10-13
Bullseye Investment Management, LLC
CLOSED0379-379-100%$5.3K$0-$5.3K2026-10-29
Vermillion Wealth Management, Inc.
CLOSED0309-309-100%$4.3K$0-$4.3K2026-10-26
Commonwealth Retirement Investments LLC
CLOSED0301-301-100%$4.2K$0-$4.2K2026-10-26
Chung Wu Investment Group, LLC
CLOSED0300-300-100%$4.2K$0-$4.2K2026-11-03
Atlatl Advisers LLC
CLOSED0300-300-100%$4.2K$0-$4.2K2026-10-22
Strategic Wealth Advisors LLC
CLOSED0150-150-100%$1$0-$12026-11-06
Whipplewood Advisors, LLC
CLOSED094-94-100%$1.3K$0-$1.3K2026-10-20
Robinswood Financial LLC
CLOSED052-52-100%$722$0-$7222026-10-20
United Community Bank
CLOSED049-49-100%$681$0-$6812026-10-28
Trifecta Capital Advisors, LLC
CLOSED026-26-100%$362$0-$3622026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED06-6-100%$83$0-$832026-10-29
Cypress Capital, LLC
CLOSED04-4-100%$56$0-$562026-10-20
Mountain Hill Investment Partners Corp.
CLOSED02-2-100%$27$0-$272026-10-23
BlackRock, Inc.
N/A—334,469,887-334,469,887-100%$4.6B———
Vanguard Capital Management LLC
N/A—255,450,263-255,450,263-100%$3.6B———
State Street Corp
N/A—194,039,770-194,039,770-100%$2.7B———
Vanguard Portfolio Management LLC
N/A—181,567,990-181,567,990-100%$2.5B———
Charles Schwab Investment Management Inc
N/A—137,028,761-137,028,761-100%$1.9B———
Newport Trust Company, LLC
N/A—131,114,486-131,114,486-100%$1.8B———
Bank of America Corp
N/A—72,424,686-72,424,686-100%$1.0B———
Morgan Stanley
N/A—53,075,766-53,075,766-100%$737.8M———
Norges Bank
N/A—51,707,627-51,707,627-100%$718.7M———
Invesco Ltd.
N/A—44,314,237-44,314,237-100%$616.0M———
Northern Trust Corp
N/A—36,382,631-36,382,631-100%$505.7M———
JPMorgan Chase & Co
N/A—32,229,131-32,229,131-100%$451.9M———
Legal & General Group Plc
N/A—29,294,475-29,294,475-100%$407.2M———
Goldman Sachs Group Inc
N/A—28,366,182-28,366,182-100%$394.3M———
UBS Asset Management Americas LLC
N/A—28,138,640-28,138,640-100%$391.1M———
Pacer Advisors, Inc.
N/A—24,539,773-24,539,773-100%$341.1M———
Vanguard Fiduciary Trust Co
N/A—21,979,082-21,979,082-100%$305.5M———
FMR LLC
N/A—18,691,634-18,691,634-100%$259.8M———
UBS Group AG
N/A—14,860,251-14,860,251-100%$206.6M———
Royal Bank of Canada
N/A—14,567,709-14,567,709-100%$202.5M———
Aspex Management (HK) Ltd
N/A—11,888,605-11,888,605-100%$165.3M———
Man Group plc
N/A—11,812,989-11,812,989-100%$164.2M———
AQR Capital Management LLC
N/A—11,354,752-11,354,752-100%$157.8M———
Nuveen, LLC
N/A—11,260,321-11,260,321-100%$156.5M———
Swiss National Bank
N/A—11,052,286-11,052,286-100%$153.6M———
National Pension Service
N/A—9,949,526-9,949,526-100%$138.3M———
HSBC Holdings PLC
N/A—9,635,268-9,635,268-100%$134.1M———
Wells Fargo & Company
N/A—9,556,137-9,556,137-100%$132.8M———
Franklin Resources Inc
N/A—9,018,083-9,018,083-100%$125.4M———
Marshall Wace, LLP
N/A—8,976,116-8,976,116-100%$124.8M———
Vanguard Global Advisers, LLC
N/A—8,782,438-8,782,438-100%$122.1M———
Vanguard Asset Management, Ltd
N/A—8,765,621-8,765,621-100%$121.8M———
Victory Capital Management Inc
N/A—8,764,145-8,764,145-100%$121.8M———
Qube Research & Technologies Ltd
N/A—8,449,861-8,449,861-100%$117.5M———
BNP Paribas Financial Markets
N/A—8,385,713-8,385,713-100%$116.6M———
Ameriprise Financial Inc
N/A—8,237,748-8,237,748-100%$114.5M———
First Trust Advisors LP
N/A—7,723,464-7,723,464-100%$107.4M———
Avantyr Capital Partners, LP
N/A—7,299,953-7,299,953-100%$101.5M———
Rhumbline Advisers
N/A—7,177,952-7,177,952-100%$99.8M———
California Public Employees Retirement System
N/A—6,741,235-6,741,235-100%$93.7M———
Caisse de Depot ET Placement DU Quebec
N/A—6,255,667-6,255,667-100%$87.0M———
California State Teachers Retirement System
N/A—6,035,475-6,035,475-100%$83.9M———
Alliancebernstein L.P.
N/A—5,881,435-5,881,435-100%$67.9M———
Price T Rowe Associates Inc
N/A—5,696,373-5,696,373-100%$79.2M———
D. E. Shaw & Co., Inc.
N/A—5,561,886-5,561,886-100%$77.3M———
Canada Pension Plan Investment Board
N/A—5,556,410-5,556,410-100%$77.2M———
SEI Investments Co
N/A—4,972,618-4,972,618-100%$69.1M———
Susquehanna International Group, LLP
N/A—4,465,838-4,465,838-100%$62.1M———
Allianz Asset Management GmbH
N/A—4,427,035-4,427,035-100%$61.5M———
Royal London Asset Management LTD
N/A—4,346,123-4,346,123-100%$60.4M———
E20 Capital Ltd
N/A—4,171,987-4,171,987-100%$58.0M———
Citadel Advisors LLC
N/A—4,035,882-4,035,882-100%$56.1M———
Prudential Financial Inc
N/A—3,847,113-3,847,113-100%$53.5M———
Millennium Management LLC
N/A—3,686,473-3,686,473-100%$51.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—3,627,692-3,627,692-100%$50.4M———
American Century Companies Inc
N/A—3,482,871-3,482,871-100%$48.4M———
State Board of Administration of Florida Retirement System
N/A—3,358,673-3,358,673-100%$46.7M———
Aviva PLC
N/A—3,268,792-3,268,792-100%$45.4M———
Bank of Montreal
N/A—3,235,074-3,235,074-100%$45.0M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—3,147,409-3,147,409-100%$43.7M———
APG Asset Management N.V.
N/A—3,055,403-3,055,403-100%$37.1M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—3,029,539-3,029,539-100%$42.1M———
New York State Common Retirement Fund
N/A—2,995,000-2,995,000-100%$41.6M———
Canada Life Assurance Co
N/A—2,944,737-2,944,737-100%$40.9M———
Raymond James Financial Inc
N/A—2,847,220-2,847,220-100%$39.6M———
Natixis Advisors, LLC
N/A—2,739,015-2,739,015-100%$38.1M———
Storebrand Asset Management AS
N/A—2,738,293-2,738,293-100%$38.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,727,205-2,727,205-100%$37.9M———
Bank of Nova Scotia
N/A—2,633,643-2,633,643-100%$36.6M———
State of Wisconsin Investment Board
N/A—2,490,537-2,490,537-100%$34.6M———
Manufacturers Life Insurance Company, the
N/A—2,488,825-2,488,825-100%$34.6M———
DnB Asset Management AS
N/A—2,451,189-2,451,189-100%$34.1M———
Quantinno Capital Management LP
N/A—2,417,486-2,417,486-100%$33.6M———
Junto Capital Management LP
N/A—2,403,285-2,403,285-100%$33.4M———
Adage Capital Partners GP, L.L.C.
N/A—2,377,200-2,377,200-100%$33.0M———
Ceredex Value Advisors LLC
N/A—2,299,258-2,299,258-100%$32.0M———
Danske Bank A/S
N/A—2,296,747-2,296,747-100%$31.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,294,936-2,294,936-100%$31.9M———
Squarepoint Ops LLC
N/A—2,188,761-2,188,761-100%$30.4M———
National Bank of Canada
N/A—2,171,886-2,171,886-100%$30.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—2,139,368-2,139,368-100%$29.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—2,038,974-2,038,974-100%$28.3M———
Cetera Investment Advisers
N/A—2,014,217-2,014,217-100%$28.0M———
Vanguard Investments Australia, Ltd.
N/A—2,000,363-2,000,363-100%$27.8M———
Capital Fund Management S.A.
N/A—1,983,769-1,983,769-100%$27.6M———
AE Wealth Management LLC
N/A—1,975,561-1,975,561-100%$27.5M———
Jones Financial Companies Lllp
N/A—1,926,124-1,926,124-100%$27.2M———
TD Asset Management Inc
N/A—1,894,211-1,894,211-100%$26.3M———
Chevy Chase Trust Holdings, LLC
N/A—1,889,848-1,889,848-100%$26.3M———
Korea Investment Corp
N/A—1,884,734-1,884,734-100%$26.2M———
Public Employees Retirement System of Ohio
N/A—1,847,897-1,847,897-100%$25.7M———
BNP Paribas Asset Management Holding S.A.
N/A—1,837,159-1,837,159-100%$25.5M———
AustralianSuper Pty Ltd
N/A—1,806,535-1,806,535-100%$25.1M———
Freestone Grove Partners LP
N/A—1,794,490-1,794,490-100%$24.9M———
Treasurer of the State of North Carolina
N/A—1,664,851-1,664,851-100%$23.1M———
Osaic Holdings, Inc.
N/A—1,649,709-1,649,709-100%$22.9M———
Focus Partners Wealth
N/A—1,603,635-1,603,635-100%$22.3M———
Nomura Asset Management Co LTD
N/A—1,541,784-1,541,784-100%$21.4M———
Tredje Ap-fonden
N/A—1,540,434-1,540,434-100%$21.4M———
KLP Kapitalforvaltning AS
N/A—1,538,713-1,538,713-100%$21.4M———
SG Americas Securities, LLC
N/A—1,515,340-1,515,340-100%$21.1M———
NFJ Investment Group, LLC
N/A—1,483,605-1,483,605-100%$20.6M———
ING Groep NV
N/A—1,482,779-1,482,779-100%$20.6M———
Credit Agricole S A
N/A—1,481,358-1,481,358-100%$20.6M———
Gotham Asset Management, LLC
N/A—1,434,698-1,434,698-100%$19.9M———
Toronto Dominion Bank
N/A—1,413,811-1,413,811-100%$19.7M———
Peak6 LLC
N/A—1,352,781-1,352,781-100%$18.8M———
Teacher Retirement System of Texas
N/A—1,349,323-1,349,323-100%$18.8M———
State of Tennessee, Department of Treasury
N/A—1,327,098-1,327,098-100%$18.4M———
Mariner, LLC
N/A—1,224,222-1,224,222-100%$17.0M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—1,193,198-1,193,198-100%$16.6M———
Massachusetts Financial Services Co
N/A—1,133,046-1,133,046-100%$16.5M———
Resona Asset Management Co.,Ltd.
N/A—1,103,492-1,103,492-100%$15.4M———
Schroder Investment Management Group
N/A—1,091,822-1,091,822-100%$15.2M———
HighTower Advisors, LLC
N/A—1,053,679-1,053,679-100%$14.6M———
Stifel Financial Corp
N/A—1,021,733-1,021,733-100%$14.2M———
O'shaughnessy Asset Management, LLC
N/A—1,004,181-1,004,181-100%$14.0M———
Varma Mutual Pension Insurance Co
N/A—899,172-899,172-100%$12.5M———
MetLife Investment Management, LLC
N/A—895,313-895,313-100%$12.4M———
Acadian Asset Management LLC
N/A—884,284-884,284-100%$12.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—884,204-884,204-100%$12.3M———
Keystone Investors PTE LTD
N/A—870,379-870,379-100%$12.1M———
Wealthfront Advisers LLC
N/A—826,784-826,784-100%$11.5M———
Cerity Partners LLC
N/A—825,680-825,680-100%$11.5M———
Two Sigma Investments, LP
N/A—816,741-816,741-100%$11.4M———
Havemeyer Place LP
N/A—799,856-799,856-100%$11.1M———
Voya Investment Management LLC
N/A—770,685-770,685-100%$10.7M———
Erste Asset Management GmbH
N/A—714,500-714,500-100%$10.0M———
Pinebridge Investments LLC
N/A—707,775-707,775-100%$9.8M———
CIBC World Market Inc.
N/A—693,810-693,810-100%$9.6M———
Macquarie Group LTD
N/A—689,200-689,200-100%$9.6M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—678,439-678,439-100%$9.4M———
Envestnet Asset Management Inc
N/A—670,152-670,152-100%$9.3M———
Wellington Management Group LLP
N/A—667,457-667,457-100%$9.3M———
Mercer Global Advisors Inc
N/A—654,374-654,374-100%$9.1M———
Optiver Holding B.V.
N/A—645,904-645,904-100%$9.0M———
Lazard Asset Management LLC
N/A—636,811-636,811-100%$8.9M———
Public Sector Pension Investment Board
N/A—634,809-634,809-100%$8.8M———
CIBC Bancorp USA Inc.
N/A—627,903-627,903-100%$8.7M———
Jupiter Topco LLC
N/A—624,967-624,967-100%$8.7M———
One Capital Management, LLC
N/A—622,046-622,046-100%$7.2M———
Nordea Investment Management AB
N/A—612,975-612,975-100%$8.6M———
Walleye Trading LLC
N/A—610,634-610,634-100%$8.5M———
Hancock Whitney Corp
N/A—596,755-596,755-100%$8.3M———
Utah Retirement Systems
N/A—593,419-593,419-100%$8.2M———
Police & Firemen's Retirement System of New Jersey
N/A—587,753-587,753-100%$8.2M———
British Columbia Investment Management Corp
N/A—587,396-587,396-100%$8.2M———
Sanctuary Advisors, LLC
N/A—569,087-569,087-100%$7.9M———
Caisse DES Depots ET Consignations
N/A—568,154-568,154-100%$7.9M———
Ensign Peak Advisors, Inc
N/A—561,441-561,441-100%$7.8M———
NewEdge Advisors, LLC
N/A—558,726-558,726-100%$7.8M———
Nissay Asset Management Corp N
N/A—535,971-535,971-100%$7.4M———
Worldquant Millennium Advisors LLC
N/A—532,575-532,575-100%$7.4M———
Parallax Volatility Advisers, L.P.
N/A—530,327-530,327-100%$7.4M———
Ilmarinen Mutual Pension Insurance Co
N/A—530,000-530,000-100%$7.4M———
Hel Ved Capital Management Ltd
N/A—525,320-525,320-100%$7.3M———
KKM Financial LLC
N/A—509,182-509,182-100%$7.1M———
Tidal Investments LLC
N/A—505,082-505,082-100%$7.0M———
Andra Ap-fonden
N/A—504,055-504,055-100%$7.0M———
XTX Topco Ltd
N/A—494,808-494,808-100%$6.9M———
Public Employees Retirement Association of Colorado
N/A—491,327-491,327-100%$6.8M———
Vanguard Personalized Indexing Management, LLC
N/A—485,117-485,117-100%$6.7M———
Omers Administration Corp
N/A—462,269-462,269-100%$6.4M———
Old West Investment Management, LLC
N/A—459,863-459,863-100%$6.4M———
Guggenheim Capital LLC
N/A—459,360-459,360-100%$6.4M———
MML Investors Services, LLC
N/A—449,116-449,116-100%$6.2M———
Persistent Asset Partners Ltd
N/A—445,837-445,837-100%$6.2M———
Neuberger Berman Group LLC
N/A—437,761-437,761-100%$6.1M———
Polymer Capital Management (US) LLC
N/A—406,323-406,323-100%$5.6M———
Captrust Financial Advisors
N/A—397,857-397,857-100%$5.5M———
Walleye Capital LLC
N/A—395,263-395,263-100%$5.5M———
Federation des caisses Desjardins du Quebec
N/A—391,988-391,988-100%$5.4M———
Northwestern Mutual Wealth Management Co
N/A—383,081-383,081-100%$5.3M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—381,751-381,751-100%$5.3M———
Empowered Funds, LLC
N/A—372,013-372,013-100%$5.2M———
Vident Advisory, LLC
N/A—368,869-368,869-100%$5.1M———
M&T Bank Corp
N/A—366,758-366,758-100%$5.1M———
Janney Montgomery Scott LLC
N/A—365,233-365,233-100%$5.1M———
Rafferty Asset Management, LLC
N/A—361,331-361,331-100%$5.0M———
Mubadala Investment Co Pjsc
N/A—356,639-356,639-100%$5.0M———
Jain Global LLC
N/A—354,314-354,314-100%$4.9M———
Verition Fund Management LLC
N/A—351,593-351,593-100%$4.9M———
Allstate Corp
N/A—334,896-334,896-100%$4.7M———
Jane Street Group, LLC
N/A—330,081-330,081-100%$4.6M———
Banco Santander, S.A.
N/A—329,230-329,230-100%$4.6M———
Investment Management Corp of Ontario
N/A—322,261-322,261-100%$4.5M———
Delta Global Management LP
N/A—313,828-313,828-100%$4.4M———
Rockefeller Capital Management L.P.
N/A—312,804-312,804-100%$4.3M———
Dakota Wealth Management
N/A—312,759-312,759-100%$4.3M———
Elo Mutual Pension Insurance Co
N/A—312,570-312,570-100%$4.3M———
Osmosis Investment Management UK Ltd
N/A—308,439-308,439-100%$4.3M———
Mizuho Securities USA LLC
N/A—306,409-306,409-100%$4.3M———
Teachers Retirement System of the State of Kentucky
N/A—305,551-305,551-100%$4.2M———
Zacks Investment Management
N/A—297,747-297,747-100%$4.1M———
Unifi Asset Management LP
N/A—297,577-297,577-100%$4.1M———
Stamos Capital Partners, L.P.
N/A—289,606-289,606-100%$4.0M———
Soviero Asset Management, LP
N/A—285,000-285,000-100%$4.0M———
Jump Financial, LLC
N/A—281,663-281,663-100%$3.9M———
Sequoia Financial Advisors, LLC
N/A—275,710-275,710-100%$3.8M———
Saudi Central Bank
N/A—274,303-274,303-100%$3.8M———
Advisors Asset Management, Inc.
N/A—269,375-269,375-100%$3.7M———
CI Investments Inc.
N/A—267,076-267,076-100%$3.7M———
Pathstone Holdings, LLC
N/A—264,783-264,783-100%$3.7M———
Integrated Wealth Concepts LLC
N/A—264,743-264,743-100%$3.7M———
Woodline Partners LP
N/A—259,828-259,828-100%$3.6M———
Stratos Wealth Partners, Ltd.
N/A—257,991-257,991-100%$3.6M———
Private Advisor Group, LLC
N/A—257,905-257,905-100%$3.6M———
Harbour Investments, Inc.
N/A—256,289-256,289-100%$3.6M———
Intech Investment Management LLC
N/A—249,918-249,918-100%$3.5M———
Kentucky Retirement Systems
N/A—246,449-246,449-100%$3.4M———
&partners
N/A—237,480-237,480-100%$3.3M———
Magnetar Financial LLC
N/A—236,906-236,906-100%$3.3M———
Arkadios Wealth Advisors
N/A—235,660-235,660-100%$3.3M———
Slagle Financial, LLC
N/A—233,701-233,701-100%$3.2M———
Norinchukin Bank, The
N/A—230,334-230,334-100%$3.2M———
Nwam LLC
N/A—220,669-220,669-100%$3.1M———
Hantz Financial Services, Inc.
N/A—220,035-220,035-100%$3.0K———
Nomura Holdings Inc
N/A—214,101-214,101-100%$3.0M———
Picton Mahoney Asset Management
N/A—211,307-211,307-100%$2.9M———
Advisory Services Network, LLC
N/A—207,757-207,757-100%$2.9M———
Van Eck Associates Corp
N/A—207,126-207,126-100%$2.9M———
Bridgeway Capital Management, LLC
N/A—205,500-205,500-100%$2.9M———
Strategic Investment Advisors / MI
N/A—203,463-203,463-100%$2.8M———
NorthCoast Asset Management LLC
N/A—201,823-201,823-100%$2.8M———
PFG Investments, LLC
N/A—200,949-200,949-100%$2.8M———
Paralel Advisors LLC
N/A—200,240-200,240-100%$2.8M———
Ameritas Investment Partners, Inc.
N/A—199,399-199,399-100%$2.8M———
Summit Trail Advisors, LLC
N/A—198,745-198,745-100%$2.8M———
IHT Wealth Management, LLC
N/A—191,490-191,490-100%$2.7M———
CMT Capital Markets Trading GmbH
N/A—189,656-189,656-100%$2.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—188,034-188,034-100%$2.6M———
MAI Capital Management
N/A—184,398-184,398-100%$2.6M———
Vestmark Advisory Solutions, Inc.
N/A—182,519-182,519-100%$2.5M———
Beacon Pointe Advisors, LLC
N/A—181,475-181,475-100%$2.5M———
RWA Wealth Partners, LLC
N/A—179,775-179,775-100%$2.5M———
TCW Group Inc
N/A—178,711-178,711-100%$2.5M———
Arax Advisory Partners
N/A—175,270-175,270-100%$2.4M———
Handelsbanken Fonder AB
N/A—175,077-175,077-100%$2.4K———
Balyasny Asset Management L.P.
N/A—174,644-174,644-100%$2.4M———
IEQ Capital, LLC
N/A—174,010-174,010-100%$2.4M———
EP Wealth Advisors, LLC
N/A—173,791-173,791-100%$2.4M———
Steward Partners Investment Advisory, LLC
N/A—171,549-171,549-100%$2.4M———
Huntington National Bank
N/A—170,080-170,080-100%$2.4M———
Mediolanum International Funds Ltd
N/A—169,711-169,711-100%$2.4M———
Alerus Financial NA
N/A—168,613-168,613-100%$2.3M———
Flputnam Investment Management Co
N/A—168,230-168,230-100%$2.3M———
Panagora Asset Management Inc
N/A—167,846-167,846-100%$2.3M———
LuminArx Capital Management LP
N/A—165,000-165,000-100%$2.3M———
Waverly Advisors, LLC
N/A—162,819-162,819-100%$2.3M———
TCM Advisors, LLC
N/A—161,905-161,905-100%$2.3M———
Benjamin Edwards Inc
N/A—160,894-160,894-100%$2.2M———
United Capital Financial Advisors, LLC
N/A—160,593-160,593-100%$2.2M———
Bridgewater Associates, LP
N/A—155,958-155,958-100%$2.2M———
Centiva Capital, LP
N/A—155,167-155,167-100%$2.2M———
Mufg Securities Emea plc
N/A—153,446-153,446-100%$2.1M———
Composition Wealth, LLC
N/A—151,478-151,478-100%$2.1M———
WCG Wealth Advisors LLC
N/A—147,630-147,630-100%$2.1M———
Affinity Investment Advisors, LLC
N/A—146,427-146,427-100%$2.0M———
Azimuth Capital Investment Management LLC
N/A—145,901-145,901-100%$2.0M———
Blair William & Co
N/A—144,426-144,426-100%$2.0M———
Buckland Partners Management Co LLC
N/A—143,000-143,000-100%$2.0M———
Daiichi Life Insurance Co., Ltd.
N/A—142,263-142,263-100%$2.0M———
Quinn Opportunity Partners LLC
N/A—140,153-140,153-100%$1.9M———
Kingsview Wealth Management, LLC
N/A—137,955-137,955-100%$1.9M———
Horizon Investments, LLC
N/A—137,643-137,643-100%$1.9M———
Empirical Finance, LLC
N/A—137,518-137,518-100%$1.9M———
AXQ Capital, LP
N/A—136,894-136,894-100%$1.9M———
Campbell & Co Investment Adviser LLC
N/A—135,915-135,915-100%$1.9M———
Baird Financial Group, Inc.
N/A—134,236-134,236-100%$1.9M———
SBI Okasan Asset Management Co.Ltd.
N/A—133,200-133,200-100%$1.9M———
Twin Capital Management Inc
N/A—128,555-128,555-100%$1.8M———
Prelude Capital Management, LLC
N/A—126,685-126,685-100%$1.8M———
Glenmede Trust Co NA
N/A—126,620-126,620-100%$1.8M———
Mutual Advisors, LLC
N/A—126,143-126,143-100%$1.8M———
Northwestern Mutual Investment Management Company, LLC
N/A—125,484-125,484-100%$1.7M———
Stance Capital LLC
N/A—125,328-125,328-100%$1.7M———
Texas Capital Bank Wealth Management Services Inc
N/A—124,463-124,463-100%$1.7M———
Prosperity Consulting Group, LLC
N/A—121,878-121,878-100%$1.7M———
Arvest Bank Trust Division
N/A—120,686-120,686-100%$1.7M———
Meeder Advisory Services, Inc.
N/A—118,110-118,110-100%$1.6M———
Mufg Securities Americas Inc.
N/A—117,880-117,880-100%$1.6M———
OneDigital Investment Advisors LLC
N/A—117,789-117,789-100%$1.6M———
Capital Markets Trading UK LLP
N/A—117,146-117,146-100%$1.6M———
Global Retirement Partners, LLC
N/A—116,529-116,529-100%$1.6M———
Brown Brothers Harriman & Co
N/A—115,568-115,568-100%$1.6M———
Opal Capital LLC
N/A—114,583-114,583-100%$1.6M———
CreativeOne Wealth, LLC
N/A—114,481-114,481-100%$1.6M———
Cladis Investment Advisory, LLC
N/A—114,315-114,315-100%$1.6M———
Widmann Financial Services, Inc.
N/A—113,474-113,474-100%$1.6M———
Siemens Fonds Invest GmbH
N/A—112,530-112,530-100%$1.6M———
Nomura Asset Management International Inc.
N/A—112,244-112,244-100%$1.6M———
Equitable Holdings, Inc.
N/A—112,118-112,118-100%$1.6M———
QRG Capital Management, Inc.
N/A—110,023-110,023-100%$1.5M———
Mount Lucas Management LP
N/A—109,539-109,539-100%$1.5M———
Bleakley Financial Group, LLC
N/A—109,015-109,015-100%$1.5M———
AR Asset Management Inc
N/A—107,890-107,890-100%$1.5M———
Longfellow Investment Management Co LLC
N/A—104,001-104,001-100%$1.4M———
Peapack Gladstone Financial Corp
N/A—103,606-103,606-100%$1.4M———
Owlhouse Capital LP
N/A—103,500-103,500-100%$1.4M———
Cambria Investment Management, L.P.
N/A—103,033-103,033-100%$1.4M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—102,273-102,273-100%$1.4M———
PDT Partners, LLC
N/A—99,506-99,506-100%$1.4M———
Summit Financial, LLC
N/A—98,507-98,507-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—97,880-97,880-100%$1.4M———
Stephens Inc
N/A—96,128-96,128-100%$1.3M———
Metis Global Partners, LLC
N/A—93,911-93,911-100%$1.3M———
Estabrook Capital Management
N/A—91,887-91,887-100%$1.3M———
Atlas Capital Advisors Inc.
N/A—90,532-90,532-100%$1.3M———
Focus Partners Advisor Solutions, LLC
N/A—90,212-90,212-100%$1.3M———
Rehmann Capital Advisory Group
N/A—90,032-90,032-100%$1.3M———
Cresset Asset Management, LLC
N/A—89,041-89,041-100%$1.2M———
Boothbay Fund Management, LLC
N/A—88,124-88,124-100%$1.2M———
Federated Hermes, Inc.
N/A—87,597-87,597-100%$1.2M———
Centaurus Financial, Inc.
N/A—86,658-86,658-100%$1.2M———
Prudential PLC
N/A—86,072-86,072-100%$1.2M———
Baader Bank Aktiengesellschaft
N/A—85,846-85,846-100%$1.2M———
FIL Ltd
N/A—84,836-84,836-100%$1.2M———
Independent Advisor Alliance
N/A—84,210-84,210-100%$1.2M———
Coldstream Capital Management Inc
N/A—83,995-83,995-100%$1.2M———
Smartleaf Asset Management LLC
N/A—83,884-83,884-100%$1.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—83,873-83,873-100%$1.2M———
Bessemer Group Inc
N/A—81,367-81,367-100%$1.1M———
Pinnacle Financial Partners, Inc.
N/A—81,077-81,077-100%$1.1M———
Systematic Alpha Investments, LLC
N/A—79,942-79,942-100%$1.1M———
Foundations Investment Advisors, LLC
N/A—78,664-78,664-100%$1.1M———
Commerce Bank
N/A—78,068-78,068-100%$1.1M———
Kovack Advisors, Inc.
N/A—77,684-77,684-100%$1.1M———
LeClair Wealth Partners LLC
N/A—77,150-77,150-100%$1.1M———
Vestcor Inc
N/A—76,495-76,495-100%$1.1M———
Zhang Financial LLC
N/A—76,407-76,407-100%$1.1M———
Board of the Pension Protection Fund
N/A—74,900-74,900-100%$1.0M———
Principal Securities, Inc.
N/A—74,177-74,177-100%$1.0M———
Two Sigma Securities, LLC
N/A—73,770-73,770-100%$1.0M———
Scotia Capital Inc.
N/A—73,488-73,488-100%$1.0M———
Canada Post Corp Registered Pension Plan
N/A—73,400-73,400-100%$1.0M———
Graham Capital Management, L.P.
N/A—73,098-73,098-100%$1.0M———
McGowan Group Asset Management, Inc.
N/A—71,577-71,577-100%$994.9K———
Innovative Asset Advisors Group, LLC
N/A—71,367-71,367-100%$992.0K———
Intrust Bank NA
N/A—71,069-71,069-100%$987.9K———
Great Valley Advisor Group, Inc.
N/A—70,616-70,616-100%$981.6K———
Tower Research Capital LLC (TRC)
N/A—70,119-70,119-100%$974.7K———
Greenwich Wealth Management LLC
N/A—69,747-69,747-100%$969.0K———
Himension Capital (Singapore) Pte. Ltd.
N/A—69,717-69,717-100%$969.1K———
S&T Bank
N/A—69,314-69,314-100%$963.5K———
Aptus Capital Advisors, LLC
N/A—69,058-69,058-100%$959.9K———
Wealthspire Advisors, LLC
N/A—68,571-68,571-100%$953.1K———
CIM Investment Management Inc
N/A—68,391-68,391-100%$950.6K———
Geneos Wealth Management Inc.
N/A—66,657-66,657-100%$926.5K———
Westbourne Investments, Inc.
N/A—65,505-65,505-100%$910.5K———
New Age Alpha Advisors, LLC
N/A—65,239-65,239-100%$906.8K———
Ausdal Financial Partners, Inc.
N/A—63,610-63,610-100%$884.2K———
Invst, LLC
N/A—62,880-62,880-100%$874.0K———
Savvy Advisors, Inc.
N/A—61,064-61,064-100%$848.8K———
USS Investment Management Ltd
N/A—60,272-60,272-100%$837.5K———
N.E.W. Advisory Services LLC
N/A—60,204-60,204-100%$836.8K———
Bayesian Capital Management, LP
N/A—59,800-59,800-100%$831.2K———
OneAscent Financial Services LLC
N/A—59,367-59,367-100%$825.2K———
Dark Forest Capital Management LP
N/A—59,171-59,171-100%$822.5K———
Callan Family Office, LLC
N/A—58,960-58,960-100%$819.6K———
Frec Markets, Inc.
N/A—58,209-58,209-100%$809.1K———
Fort Sheridan Advisors LLC
N/A—58,098-58,098-100%$807.6K———
Blackstone Inc.
N/A—57,470-57,470-100%$798.8K———
SIG Brokerage, LP
N/A—56,958-56,958-100%$791.7K———
Mainstay Capital Management LLC
N/A—56,116-56,116-100%$780.0K———
Trivium Point Advisory, LLC
N/A—56,061-56,061-100%$779.2K———
GSA Capital Partners LLP
N/A—55,866-55,866-100%$777.0K———
Regal Investment Advisors LLC
N/A—55,699-55,699-100%$774.2K———
Caprock Group, LLC
N/A—53,217-53,217-100%$739.7K———
Pine Valley Investments Ltd Liability Co
N/A—52,837-52,837-100%$734.4K———
Bramshill Investments, LLC
N/A—52,722-52,722-100%$732.8K———
Prasad Wealth Partners, LLC
N/A—52,046-52,046-100%$723.4K———
Advance Capital Management, Inc.
N/A—51,657-51,657-100%$718.0K———
Ballentine Partners, LLC
N/A—51,493-51,493-100%$715.8K———
Blackhawk Capital Partners, LLC
N/A—51,399-51,399-100%$714.4K———
BFC Planning, Inc.
N/A—50,951-50,951-100%$708.2K———
Silver OAK Securities, Incorporated
N/A—50,477-50,477-100%$701.6K———
Klcm Advisors, Inc.
N/A—50,365-50,365-100%$700.1K———
Brown Advisory Inc
N/A—50,343-50,343-100%$699.8K———
Sargent Investment Group, LLC
N/A—49,984-49,984-100%$694.8K———
World Investment Advisors
N/A—49,727-49,727-100%$596.2K———
Ossiam
N/A—49,466-49,466-100%$687.6K———
Insigneo Advisory Services, LLC
N/A—48,994-48,994-100%$681.0K———
Redwood Investment Management, LLC
N/A—48,698-48,698-100%$677.0K———
SageView Advisory Group, LLC
N/A—48,515-48,515-100%$674.4K———
Cedar Wealth Management, LLC
N/A—47,978-47,978-100%$666.9K———
Ameritas Advisory Services, LLC
N/A—47,484-47,484-100%$660.0K———
AlphaGrep UK Ltd
N/A—47,446-47,446-100%$659.5K———
Maripau Wealth Management LLC
N/A—46,183-46,183-100%$641.9K———
Snowden Capital Advisors LLC
N/A—45,809-45,809-100%$636.7K———
Western Wealth Management, LLC
N/A—45,579-45,579-100%$633.6K———
Financial Engines Advisors L.L.C.
N/A—44,943-44,943-100%$624.7K———
American Alpha Advisors, LLC
N/A—44,235-44,235-100%$614.9K———
Planning Alternatives LTD
N/A—43,972-43,972-100%$611.2K———
Rothschild Investment LLC
N/A—43,747-43,747-100%$608.1K———
Blue Chip Partners, LLC
N/A—43,727-43,727-100%$607.8K———
Continuum Advisory, LLC
N/A—43,695-43,695-100%$607.4K———
Camelot Portfolios, LLC
N/A—43,629-43,629-100%$606.4K———
Advisors Capital Management, LLC
N/A—43,194-43,194-100%$600.4K———
Engineers Gate Manager LP
N/A—42,926-42,926-100%$596.7K———
Coastwise Capital Group, LLC
N/A—42,630-42,630-100%$592.6K———
Kintra Wealth, LLC
N/A—42,281-42,281-100%$587.3K———
Alteri Wealth LLC
N/A—42,218-42,218-100%$586.8K———
Syon Capital LLC
N/A—41,806-41,806-100%$581.1K———
FSA Advisors, Inc.
N/A—41,234-41,234-100%$569.4K———
Advisory Alpha, LLC
N/A—40,995-40,995-100%$569.9K———
Blueshift Asset Management, LLC
N/A—40,988-40,988-100%$569.7K———
Checchi Capital Advisers, LLC
N/A—40,643-40,643-100%$564.9K———
Moneta Group Investment Advisors LLC
N/A—40,071-40,071-100%$557.0K———
Alpine Global Management, LLC
N/A—39,650-39,650-100%$551.1K———
North Star Asset Management Inc
N/A—39,313-39,313-100%$546.5K———
Foster & Motley Inc
N/A—39,291-39,291-100%$546.0K———
Legacy Capital Group California, Inc.
N/A—38,568-38,568-100%$536.1K———
Impact Partnership Wealth, LLC
N/A—38,378-38,378-100%$533.4K———
Spartan Wealth Advisory Services LLC
N/A—37,909-37,909-100%$526.9K———
Schonfeld Strategic Advisors LLC
N/A—37,350-37,350-100%$519.2K———
GeoWealth Management, LLC
N/A—36,041-36,041-100%$501.0K———
Catalyst Funds Management Pty Ltd
N/A—36,000-36,000-100%$500.4K———
Modern Wealth Management, LLC
N/A—35,966-35,966-100%$499.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—35,816-35,816-100%$497.8K———
Virtus Advisers, LLC
N/A—35,714-35,714-100%$496.4K———
Pallas Capital Advisors LLC
N/A—35,503-35,503-100%$493.5K———
AssuredPartners Investment Advisors, LLC
N/A—35,403-35,403-100%$492.1K———
Medallion Wealth Advisors, LLC
N/A—34,616-34,616-100%$481.2K———
Sovereign Financial Group, Inc.
N/A—34,604-34,604-100%$481.0K———
Mayflower Financial Advisors, LLC
N/A—34,442-34,442-100%$478.7K———
Orographic Financial Advisors, LLC
N/A—33,797-33,797-100%$467.0K———
M3 Advisory Group, LLC
N/A—33,007-33,007-100%$458.8K———
Edgestream Partners, L.P.
N/A—33,005-33,005-100%$458.8K———
Transcend Capital Advisors, LLC
N/A—32,773-32,773-100%$455.6K———
Cheviot Value Management, LLC
N/A—32,595-32,595-100%$453.1K———
Brookwood Investment Group LLC
N/A—32,427-32,427-100%$450.7K———
Clarkston Capital Partners, LLC
N/A—32,160-32,160-100%$447.0K———
Pure Financial Advisors, LLC
N/A—31,861-31,861-100%$442.9K———
Keynote Financial Services LLC
N/A—30,817-30,817-100%$428.4K———
Garden State Investment Advisory Services LLC
N/A—29,694-29,694-100%$412.7K———
FAS Wealth Partners, Inc.
N/A—29,659-29,659-100%$412.3K———
Ostrum Asset Management
N/A—29,228-29,228-100%$406.3K———
Stratos Wealth Advisors, LLC
N/A—29,065-29,065-100%$404.0K———
J. Goldman & Co LP
N/A—28,983-28,983-100%$402.9K———
Perennial Investment Advisors, LLC
N/A—28,693-28,693-100%$398.8K———
WNY Asset Management, LLC
N/A—28,386-28,386-100%$394.6K———
Essex Financial Services, Inc.
N/A—28,326-28,326-100%$393.7K———
Capstone Financial Advisors, Inc.
N/A—27,578-27,578-100%$383.3K———
Aldebaran Capital, LLC
N/A—27,500-27,500-100%$382.3K———
Cofg Advisors, LLC
N/A—26,893-26,893-100%$373.8K———
South Dakota Investment Council
N/A—26,841-26,841-100%$373.0K———
Gateway Wealth Partners, LLC
N/A—26,489-26,489-100%$368.2K———
Aspire Growth Partners LLC
N/A—26,307-26,307-100%$365.7K———
Johnson Investment Counsel Inc
N/A—26,201-26,201-100%$364.2K———
Beaird Harris Wealth Management, LLC
N/A—25,978-25,978-100%$361.1K———
Hexagon Capital Partners LLC
N/A—25,815-25,815-100%$358.8K———
Calton & Associates, Inc.
N/A—25,685-25,685-100%$357.0K———
Hilltop Holdings Inc.
N/A—25,008-25,008-100%$347.6K———
Gabelli Funds LLC
N/A—25,000-25,000-100%$347.5K———
Legacy Financial Group LLC
N/A—24,839-24,839-100%$345.3K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—24,811-24,811-100%$344.9K———
Cary Street Partners Financial LLC
N/A—24,763-24,763-100%$344.2K———
Financial Advisors Network, Inc.
N/A—24,738-24,738-100%$343.9K———
Prostatis Group LLC
N/A—24,715-24,715-100%$343.5K———
Curi Capital, LLC
N/A—24,642-24,642-100%$342.5K———
West Family Investments, Inc.
N/A—24,549-24,549-100%$341.2K———
Quantbot Technologies LP
N/A—24,467-24,467-100%$340.1K———
Jupiter Asset Management LTD
N/A—24,459-24,459-100%$340.0K———
HighPoint Advisor Group LLC
N/A—24,339-24,339-100%$338.3K———
WealthTrust Axiom LLC
N/A—24,318-24,318-100%$338.0K———
Waddell & Associates, LLC
N/A—24,002-24,002-100%$333.6K———
Proficio Capital Partners LLC
N/A—23,944-23,944-100%$332.8K———
DV Trading LLC
N/A—23,870-23,870-100%$331.8K———
Dorsey & Whitney Trust Co LLC
N/A—23,577-23,577-100%$327.7K———
SageGuard Financial Group, LLC
N/A—23,537-23,537-100%$327.2K———
CSS LLC
N/A—23,530-23,530-100%$327.1K———
Severin Investments, LLC
N/A—23,415-23,415-100%$325.5K———
Johnson Financial Group, Inc.
N/A—23,404-23,404-100%$325.3K———
Fiduciary Trust Co
N/A—23,371-23,371-100%$324.9K———
EFG International AG
N/A—23,257-23,257-100%$323.3K———
Sagewood Asset Management LP
N/A—23,210-23,210-100%$322.6K———
Beaton Management Co. Inc.
N/A—22,729-22,729-100%$316.0K———
Hopwood Nicholas Hunter
N/A—22,456-22,456-100%$312.1K———
L2 Asset Management, LLC
N/A—22,455-22,455-100%$312.1K———
Tocqueville Asset Management L.P.
N/A—22,384-22,384-100%$311.1K———
Van Hulzen Asset Management, LLC
N/A—22,327-22,327-100%$310.3K———
Meiji Yasuda Asset Management Co Ltd.
N/A—22,160-22,160-100%$308.0K———
Maridea Wealth Management LLC
N/A—21,853-21,853-100%$303.8K———
OneAscent Family Office, LLC
N/A—21,361-21,361-100%$296.9K———
Bluespring Wealth Management, LLC
N/A—21,197-21,197-100%$294.6K———
Capstone Investment Advisors, LLC
N/A—21,119-21,119-100%$293.6K———
Hilltop Partners LLC
N/A—20,875-20,875-100%$290.2K———
Proactive Wealth Strategies LLC
N/A—20,774-20,774-100%$288.8K———
Kapstone Financial Advisors LLC
N/A—20,654-20,654-100%$287.1K———
Compass Capital Corp
N/A—20,628-20,628-100%$286.7K———
Sound View Wealth Advisors Group, LLC
N/A—20,551-20,551-100%$285.7K———
Hudson Portfolio Management LLC
N/A—20,350-20,350-100%$282.9K———
Oxford Financial Group, Ltd. LLC
N/A—20,330-20,330-100%$282.6K———
Banco BTG Pactual S.A.
N/A—20,300-20,300-100%$282.2K———
Stock Yards Bank & Trust Co
N/A—20,271-20,271-100%$281.8K———
Quotient Wealth Partners, LLC
N/A—20,241-20,241-100%$281.4K———
Summitry LLC
N/A—20,103-20,103-100%$279.4K———
Guardian Wealth Advisors, LLC / NC
N/A—19,948-19,948-100%$277.3K———
RB Capital Management, LLC
N/A—19,778-19,778-100%$274.9K———
Symmetry Investments LP
N/A—19,400-19,400-100%$269.7K———
NorthRock Partners, LLC
N/A—19,140-19,140-100%$266.0K———
Fora Capital, LLC
N/A—18,906-18,906-100%$262.8K———
Oxinas Partners, LLC
N/A—18,770-18,770-100%$260.9K———
Partners Capital Investment Group, LLP
N/A—18,729-18,729-100%$260.3K———
New Republic Capital, LLC
N/A—18,727-18,727-100%$260.3K———
Empower Advisory Group, LLC
N/A—18,485-18,485-100%$256.9K———
Caldwell Sutter Capital, Inc.
N/A—18,441-18,441-100%$256.3K———
Atlantic Union Bankshares Corp
N/A—18,320-18,320-100%$254.6K———
GTS Securities LLC
N/A—18,305-18,305-100%$254.4K———
Boxwood Ventures, Inc.
N/A—18,301-18,301-100%$256.6K———
German American Bancorp, Inc.
N/A—18,218-18,218-100%$253.2K———
Marathon Trading Investment Management LLC
N/A—18,200-18,200-100%$253.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—18,073-18,073-100%$251.2K———
American Trust
N/A—18,054-18,054-100%$251.0K———
OneAscent Wealth Management LLC
N/A—18,028-18,028-100%$250.6K———
Gabelli & Co Investment Advisers, Inc.
N/A—18,000-18,000-100%$250.2K———
Thoroughbred Financial Services, LLC
N/A—17,930-17,930-100%$249.0K———
Main Street Financial Solutions, LLC
N/A—17,796-17,796-100%$247.4K———
LGT Group Foundation
N/A—17,565-17,565-100%$244.2K———
LOS Angeles Capital Management LLC
N/A—17,526-17,526-100%$243.6K———
Gladstone Institutional Advisory LLC
N/A—17,413-17,413-100%$242.0K———
Optas, LLC
N/A—17,296-17,296-100%$240.4K———
Berger Financial Group, Inc
N/A—17,075-17,075-100%$237.3K———
Stonebrook Private Inc.
N/A—17,036-17,036-100%$236.8K———
Pointe Capital Management LLC
N/A—17,027-17,027-100%$236.7K———
Hollencrest Capital Management
N/A—17,000-17,000-100%$236.3K———
IFG Advisory, LLC
N/A—16,795-16,795-100%$233.5K———
West Michigan Advisors, LLC
N/A—16,786-16,786-100%$233.3K———
PCM Encore, LLC
N/A—16,732-16,732-100%$232.6K———
Commerzbank Aktiengesellschaft
N/A—16,558-16,558-100%$230.0K———
Waterloo Capital, L.P.
N/A—16,543-16,543-100%$229.9K———
Fukoku Mutual Life Insurance Co
N/A—16,460-16,460-100%$228.8K———
Pitcairn Wealth Advisors LLC
N/A—16,353-16,353-100%$227.3K———
Freestone Capital Holdings, LLC
N/A—16,123-16,123-100%$224.1K———
Belpointe Asset Management LLC
N/A—16,077-16,077-100%$223.5K———
Keel Point, LLC
N/A—15,908-15,908-100%$221.1K———
RiverFront Investment Group, LLC
N/A—15,885-15,885-100%$220.8K———
NewEdge Wealth, LLC
N/A—15,869-15,869-100%$220.6K———
Rogco, LP
N/A—15,811-15,811-100%$219.8K———
Bull Harbor Capital LLC
N/A—15,727-15,727-100%$218.6K———
Winton Group Ltd
N/A—15,570-15,570-100%$216.4K———
Defiance ETFs, LLC
N/A—15,516-15,516-100%$211.6K———
OneAscent Investment Solutions LLC
N/A—15,467-15,467-100%$215.0K———
Everpar Advisors LLC
N/A—15,434-15,434-100%$214.5K———
Jacobs Levy Equity Management, Inc
N/A—15,415-15,415-100%$214.3K———
GWN Securities Inc.
N/A—15,314-15,314-100%$212.9K———
Berkshire Asset Management LLC
N/A—15,191-15,191-100%$211.2K———
Jackson Thornton Wealth Management, LLC
N/A—15,105-15,105-100%$210.0K———
Madison Wealth Partners, Inc
N/A—15,098-15,098-100%$209.9K———
Voleon Capital Management LP
N/A—15,050-15,050-100%$209.2K———
Fidelis Capital Partners, LLC
N/A—14,972-14,972-100%$208.1K———
E Fund Management Co., Ltd.
N/A—14,922-14,922-100%$207.4K———
Bridgewealth Advisory Group, LLC
N/A—14,897-14,897-100%$207.1K———
Cahill Financial Advisors Inc
N/A—14,780-14,780-100%$205.4K———
Tulsa Wealth Advisors, Inc
N/A—14,669-14,669-100%$203.9K———
Simmons Bank
N/A—14,408-14,408-100%$200.3K———
Marble Wealth, LLC
N/A—14,087-14,087-100%$195.8K———
Becker Capital Management Inc
N/A—14,057-14,057-100%$195.4K———
Keystone Financial Group
N/A—14,040-14,040-100%$195.2K———
Cambient Family Office, LLC
N/A—14,006-14,006-100%$194.7K———
Buffalo Business & Estate Services LTD
N/A—13,766-13,766-100%$191.3K———
Wayfinding Financial, LLC
N/A—13,652-13,652-100%$189.0K———
Blalock Williams, LLC
N/A—13,590-13,590-100%$188.9K———
Wealth Management Associates, Inc.
N/A—13,430-13,430-100%$186.7K———
Range Advisory, LLC
N/A—13,421-13,421-100%$186.5K———
Sharp Wealth Advisory, LLC
N/A—13,408-13,408-100%$186.4K———
Kiley Juergens Wealth Management, LLC
N/A—13,386-13,386-100%$186.1K———
Pitti Group Wealth Management, LLC
N/A—13,361-13,361-100%$185.7K———
Thompson David Blair
N/A—13,282-13,282-100%$184.6K———
Venturi Wealth Management, LLC
N/A—13,198-13,198-100%$183.4K———
Xcelsior Advisor Partners LLC
N/A—13,066-13,066-100%$181.6K———
Destination Wealth Management
N/A—12,911-12,911-100%$179.5K———
Legacy Financial Advisors, Inc.
N/A—12,853-12,853-100%$178.7K———
NCM Capital Management, LLC
N/A—12,829-12,829-100%$178.3K———
TRB Wealth Management, LLC
N/A—12,795-12,795-100%$177.9K———
Graybill Wealth Management, Ltd.
N/A—12,650-12,650-100%$175.8K———
Owen LaRue, LLC
N/A—12,620-12,620-100%$175.4K———
Harvest Investment Services, LLC
N/A—12,615-12,615-100%$175.3K———
Evolve Private Wealth, LLC
N/A—12,593-12,593-100%$175.0K———
Nicolet Bankshares Inc
N/A—12,478-12,478-100%$172.6K———
Tradition Wealth Management, LLC
N/A—12,451-12,451-100%$173.1K———
Precision Wealth Strategies, LLC
N/A—12,435-12,435-100%$172.8K———
44 Wealth Management LLC
N/A—12,317-12,317-100%$171.2K———
MJP Associates Inc
N/A—12,292-12,292-100%$170.9K———
Donaldson Capital Management, LLC
N/A—12,268-12,268-100%$170.5K———
Northstar Financial Companies, Inc.
N/A—12,258-12,258-100%$170.4K———
Daniel Investment Group, Inc.
N/A—12,217-12,217-100%$169.8K———
Safeguard Investment Advisory Group, LLC
N/A—12,203-12,203-100%$169.6K———
Nalls Sherbakoff Group, LLC
N/A—12,119-12,119-100%$168.5K———
B & T Capital Management DBA Alpha Capital Management
N/A—12,118-12,118-100%$168.4K———
Shelton Capital Management
N/A—12,036-12,036-100%$167.3K———
Banque Cantonale Vaudoise
N/A—12,000-12,000-100%$167.0K———
Lbmc Investment Advisors, LLC
N/A—11,955-11,955-100%$166.2K———
Smith, Moore & Co.
N/A—11,945-11,945-100%$166.0K———
FourThought Financial Partners, LLC
N/A—11,926-11,926-100%$165.8K———
Kera Capital Partners, Inc.
N/A—11,925-11,925-100%$165.8K———
LMR Partners LLP
N/A—11,915-11,915-100%$165.6K———
Headlands Technologies LLC
N/A—11,813-11,813-100%$164.2K———
Old North State Trust, LLC
N/A—11,757-11,757-100%$163.0K———
Gamco Investors, Inc. ET AL
N/A—11,753-11,753-100%$163.4K———
Drive Wealth Management, LLC
N/A—11,376-11,376-100%$158.1K———
Silvant Capital Management LLC
N/A—11,329-11,329-100%$157.5K———
Aspire Capital Advisors LLC
N/A—11,313-11,313-100%$157.2K———
Samara Investment Management, LLC
N/A—11,290-11,290-100%$156.9K———
Inceptionr LLC
N/A—11,284-11,284-100%$156.8K———
Sivia Capital Partners, LLC
N/A—11,142-11,142-100%$154.9K———
LRI Investments, LLC
N/A—11,127-11,127-100%$154.7K———
Bradley Foster & Sargent Inc
N/A—11,090-11,090-100%$154.2K———
Second Line Capital, LLC
N/A—10,923-10,923-100%$151.8K———
Crestmont Private Wealth LLC
N/A—10,858-10,858-100%$150.9K———
Rothschild Wealth LLC
N/A—10,771-10,771-100%$149.7K———
Winthrop Partners - WNY, LLC
N/A—10,750-10,750-100%$149.4K———
49 Wealth Management, LLC
N/A—10,727-10,727-100%$149.1K———
Alongside, LLC
N/A—10,727-10,727-100%$149.1K———
Cyber Hornet ETFs LLC
N/A—10,675-10,675-100%$148.4K———
CVA Family Office, LLC
N/A—10,557-10,557-100%$146.7K———
Miramar Capital, LLC
N/A—10,219-10,219-100%$142.0K———
Strive Financial Group,LLC
N/A—10,210-10,210-100%$141.9K———
Bolthouse Investments, LLC
N/A—10,209-10,209-100%$141.9K———
LaSalle St. Investment Advisors, LLC
N/A—10,145-10,145-100%$141.0K———
Ancora Advisors LLCA
N/A—10,130-10,130-100%$140.8K———
Drucker Wealth 3.0, LLC
N/A—10,114-10,114-100%$140.6K———
American Money Management, LLC
N/A—10,099-10,099-100%$140.4K———
Wellington-Altus USA Inc.
N/A—9,000-9,000-100%$103.9K———
Cohen & Steers, Inc.
N/A—8,700-8,700-100%$121.0K———
Financial Avengers, Inc.
N/A—8,569-8,569-100%$119.1K———
Aventura Private Wealth, LLC
N/A—8,327-8,327-100%$115.7K———
Ankerstar Wealth, LLC
N/A—8,294-8,294-100%$115.3K———
Cary Street Partners Investment Advisory LLC
N/A—7,992-7,992-100%$111.1K———
Tiaa Wealth Investment Management LLC
N/A—7,865-7,865-100%$109.6K———
Bernard Wealth Management Corp.
N/A—7,857-7,857-100%$109.2K———
Graney & King, LLC
N/A—7,695-7,695-100%$107.0K———
Ameriflex Group, Inc.
N/A—7,508-7,508-100%$104.4K———
Aquatic Capital Management LLC
N/A—7,125-7,125-100%$99.0K———
CoreFirst Bank & Trust
N/A—7,105-7,105-100%$98.8K———
Glen Eagle Advisors, LLC
N/A—7,057-7,057-100%$98.1K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—6,600-6,600-100%$91.7K———
Providence Capital Advisors, LLC
N/A—6,500-6,500-100%$90.4K———
Quent Capital, LLC
N/A—6,158-6,158-100%$85.6K———
Bogart Wealth, LLC
N/A—6,123-6,123-100%$85.1K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—5,904-5,904-100%$82.1K———
HM Payson & Co
N/A—5,825-5,825-100%$81.0K———
Tripletail Wealth Management, LLC
N/A—5,455-5,455-100%$72.9K———
Fiduciary Financial Advisors
N/A—5,385-5,385-100%$81.1K———
HighMark Wealth Management LLC
N/A—5,152-5,152-100%$71.6K———
Fourth Dimension Wealth, LLC
N/A—4,926-4,926-100%$68.5K———
Vision Retirement, LLC
N/A—4,895-4,895-100%$68.0K———
SHP Wealth Management
N/A—4,761-4,761-100%$66.2K———
Colonial Trust Co / SC
N/A—4,739-4,739-100%$65.9K———
Pinnacle Holdings, LLC
N/A—4,708-4,708-100%$65.4K———
TD Capital Management LLC
N/A—4,428-4,428-100%$61.5K———
Millstone Evans Group, LLC
N/A—4,026-4,026-100%$56.0K———
Napier Financial, LLC
N/A—3,977-3,977-100%$55.3K———
Westpac Banking Corp
N/A—3,653-3,653-100%$50.8K———
Allianz SE
N/A—3,614-3,614-100%$50.2K———
Crews Bank & Trust
N/A—3,570-3,570-100%$49.6K———
Basepoint Wealth LLC
N/A—3,557-3,557-100%$49.4K———
Prestige Wealth Management Group LLC
N/A—3,507-3,507-100%$48.7K———
Caitlin John, LLC
N/A—3,504-3,504-100%$48.7K———
Truvestments Capital LLC
N/A—3,413-3,413-100%$47.4K———
Keating Financial Advisory Services, Inc.
N/A—3,243-3,243-100%$45.1K———
PlanVest Financial, Inc
N/A—3,196-3,196-100%$44.4K———
HHM Wealth Advisors, LLC
N/A—3,167-3,167-100%$44.0K———
MidFirst Bank
N/A—3,118-3,118-100%$43.3K———
SouthState Bank Corp
N/A—3,113-3,113-100%$43.3K———
Colonial Trust Advisors
N/A—3,025-3,025-100%$42.0K———
Delta Asset Management LLC
N/A—3,011-3,011-100%$41.9K———
Monetary Management Group Inc
N/A—3,000-3,000-100%$41.7K———
Heritage Wealth Advisors
N/A—2,920-2,920-100%$40.6K———
VSM Wealth Advisory, LLC
N/A—2,886-2,886-100%$40.1K———
Basecamp Wealth Advisors LLC
N/A—2,810-2,810-100%$39.1K———
ST Germain D J Co Inc
N/A—2,782-2,782-100%$38.7K———
Credit Industriel ET Commercial
N/A—2,769-2,769-100%$38.5K———
Strategic Wealth Partners, Ltd.
N/A—2,714-2,714-100%$37.7K———
Crewe Advisors LLC
N/A—2,693-2,693-100%$37.4K———
Smithfield Trust Co
N/A—2,689-2,689-100%$36———
GW&K Investment Management, LLC
N/A—2,678-2,678-100%$37.0K———
PIN OAK Investment Advisors Inc
N/A—2,532-2,532-100%$35.0K———
Kerr Financial Planning Corp
N/A—2,484-2,484-100%$34.5K———
Bruce G. Allen Investments, LLC
N/A—2,472-2,472-100%$34.4K———
Bartlett & Co. Wealth Management LLC
N/A—2,442-2,442-100%$33.9K———
Orion Capital Management LLC
N/A—2,400-2,400-100%$33.4K———
USA Financial Formulas
N/A—2,379-2,379-100%$33.1K———
Prosperity Bancshares Inc
N/A—2,299-2,299-100%$32.0K———
Manning & Napier Advisors LLC
N/A—2,200-2,200-100%$30.8K———
JPL Wealth Management, LLC
N/A—2,025-2,025-100%$28.2K———
JTC Employer Solutions Trustee Ltd
N/A—2,021-2,021-100%$28.0K———
Tanglewood Legacy Advisors, LLC
N/A—2,000-2,000-100%$27.8K———
McMillan Office, Inc.
N/A—1,985-1,985-100%$27.6K———
Lavaca Capital LLC
N/A—1,878-1,878-100%$26.1K———
Transamerica Financial Advisors, LLC
N/A—1,868-1,868-100%$26.0K———
Kilter Group LLC
N/A—1,821-1,821-100%$25.3K———
Corsicana & Co.
N/A—1,740-1,740-100%$24.2K———
Darwin Wealth Management, LLC
N/A—1,739-1,739-100%$24.2K———
Osbon Capital Management LLC
N/A—1,702-1,702-100%$23.7K———
Bravera Wealth
N/A—1,700-1,700-100%$23.6K———
Kemnay Advisory Services Inc.
N/A—1,646-1,646-100%$22.9K———
Capital Analysts, LLC
N/A—1,623-1,623-100%$23———
Anchor Investment Management, LLC
N/A—1,590-1,590-100%$22.1K———
Bellevue Asset Management, LLC
N/A—1,497-1,497-100%$20.8K———
Ogorek Anthony Joseph
N/A—1,471-1,471-100%$20———
Mcguire Capital Advisors Inc
N/A—1,345-1,345-100%$18.7K———
Aster Capital Management (Difc) Ltd
N/A—1,320-1,320-100%$18.3K———
Godfrey Financial Associates, Inc.
N/A—1,256-1,256-100%$17.5K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,235-1,235-100%$17.2K———
Nova Wealth Management, Inc.
N/A—1,226-1,226-100%$17.0K———
Sachetta, LLC
N/A—1,159-1,159-100%$16.1K———
Leo H. Evart, Inc.
N/A—1,009-1,009-100%$14.0K———
ESL Trust Services, LLC
N/A—999-999-100%$13.9K———
Strategic Investment Solutions, Inc.
N/A—973-973-100%$13.5K———
Tidemark, LLC
N/A—964-964-100%$13.4K———
Private Wealth Asset Management, LLC
N/A—936-936-100%$13.0K———
Cornerstone Financial Management LLC
N/A—912-912-100%$12.7K———
XY Capital Ltd
N/A—908-908-100%$12.6K———
Chesapeake Asset Management LLC
N/A—895-895-100%$12.4K———
Meeder Asset Management Inc
N/A—875-875-100%$12.2K———
Dogwood Wealth Management LLC
N/A—857-857-100%$11.9K———
Rialto Wealth Management, LLC
N/A—844-844-100%$11.7K———
Measured Wealth Private Client Group, LLC
N/A—800-800-100%$11.1K———
Quantum Portfolio Management LLC
N/A—790-790-100%$11.0K———
Richard W. Paul & Associates, LLC
N/A—750-750-100%$10.4K———
Westfuller Advisors, LLC
N/A—746-746-100%$10.4K———
1 North Wealth Services LLC
N/A—700-700-100%$9.7K———
Sittner & Nelson, LLC
N/A—678-678-100%$9.4K———
Purpose Unlimited Inc.
N/A—654-654-100%$9.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—634-634-100%$8.8K———
Raffa Wealth Management, LLC
N/A—624-624-100%$8.7K———
Silicon Valley Capital Partners
N/A—606-606-100%$8.4K———
Mpwm Advisory Solutions, LLC
N/A—600-600-100%$8.3K———
Broadwater Capital Management LLC
N/A—600-600-100%$8.3K———
Swan Capital LLC
N/A—523-523-100%$7.3K———
Highland Investment Advisors LLC
N/A—507-507-100%$7.0K———
Webster Bank, N. A.
N/A—500-500-100%$7.0K———
Aberdeen Wealth Management LLC
N/A—500-500-100%$7.0K———
CNB Bank
N/A—500-500-100%$7.0K———
BOK Financial Private Wealth, Inc.
N/A—481-481-100%$6.7K———
Whittier Trust Co of Nevada Inc
N/A—470-470-100%$6.4K———
Anchor Bay Capital, Inc.
N/A—434-434-100%$6.1K———
Frazier Financial Advisors, LLC
N/A—399-399-100%$5.5K———
Wiser Advisor Group LLC
N/A—354-354-100%$4.9K———
Oakmont Advisory Group, LLC
N/A—350-350-100%$4.9K———
Penserra Capital Management LLC
N/A—330-330-100%$4———
HFM Investment Advisors, LLC
N/A—329-329-100%$4.6K———
Game Plan Financial Advisors, LLC
N/A—304-304-100%$4.2K———
WealthCollab, LLC
N/A—300-300-100%$4.2K———
Synergy Investment Management, LLC
N/A—262-262-100%$3.8K———
Luminist Capital LLC
N/A—250-250-100%$3.5K———
FWL Investment Management, LLC
N/A—250-250-100%$3.5K———
LGT Financial Advisors LLC
N/A—224-224-100%$3.1K———
1015 Capital Partners, LLC
N/A—214-214-100%$3.0K———
Security National Bank of Sioux City Iowa
N/A—200-200-100%$2.8K———
C M Bidwell & Associates LTD
N/A—186-186-100%$2.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—156-156-100%$2.2K———
Dunhill Financial, LLC
N/A—153-153-100%$2.1K———
Meramec Financial Planners, LLC
N/A—150-150-100%$2.2K———
Steigerwald, Gordon & Koch Inc.
N/A—136-136-100%$1.9K———
Seneschal Advisors, LLC
N/A—128-128-100%$1.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—117-117-100%$1.6K———
Gould Capital, LLC
N/A—116-116-100%$1.6K———
Proffitt & Goodson Inc
N/A—115-115-100%$1.6K———
Operose Advisors LLC
N/A—115-115-100%$1.6K———
Park Place Capital Corp
N/A—114-114-100%$1.6K———
Whittier Trust Co
N/A—110-110-100%$1.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—104-104-100%$1.5K———
Cbiz Investment Advisory Services, LLC
N/A—102-102-100%$1.2K———
Abound Financial, LLC
N/A—100-100-100%$1.4K———
Cypress Capital Management LLC (WY)
N/A—100-100-100%$1.4K———
SOA Wealth Advisors, Llc.
N/A—100-100-100%$1.4K———
Cordant, Inc.
N/A—100-100-100%$1.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—90-90-100%$1.3K———
Motco
N/A—86-86-100%$1.2K———
JDM Financial Group LLC
N/A—80-80-100%$1.1K———
IMA Advisory Services, Inc.
N/A—26-26-100%$368———
Ross\johnson & Associates LLC
N/A—16-16-100%$222———
Allied Private Wealth LLC
N/A—13-13-100%$175———
Clear Street Group Inc.
N/A—5-5-100%$70———
Front Row Advisors LLC
N/A—5-5-100%$70———
Showing 1841 of 1841 institutions