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GE Vernova Inc (GEV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares6,430,717 from 6,346,988
Change+83,729 (+1%)
Value$6.1B (-$1.3B)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares4,921,063 from 3,559,479
Change+1,361,584 (+38%)
Value$4.7B (+$495.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares2,020,959 from 2,125,762
Change-104,803 (-5%)
Value$1.9B (-$576.6M)
Filed 2026-11-05
Amundi
DECREASED
Shares1,186,804 from 1,505,800
Change-318,996 (-21%)
Value$1.1B (-$641.1M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares759,620 from 877,600
Change-117,980 (-13%)
Value$722.0M (-$309.0M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares705,299 from 669,232
Change+36,067 (+5%)
Value$670.4M (-$115.9M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares601,673 from 631,868
Change-30,195 (-5%)
Value$571.9M (-$170.5M)
Filed 2026-10-29
Dimensional Fund Advisors LP
DECREASED
Shares588,954 from 616,399
Change-27,445 (-4%)
Value$559.8M (-$164.3M)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares563,621 from 300,168
Change+263,453 (+88%)
Value$535.7M (+$182.9M)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares556,278 from 654,488
Change-98,210 (-15%)
Value$528.7M (-$240.2M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares518,874 from 499,581
Change+19,293 (+4%)
Value$493.2M (-$93.8M)
Filed 2026-11-06
Parnassus Investments, LLC
DECREASED
Shares427,490 from 451,884
Change-24,394 (-5%)
Value$406.3M (-$124.6M)
Filed 2026-10-22
Robeco Institutional Asset Management B.V.
DECREASED
Shares420,531 from 448,666
Change-28,135 (-6%)
Value$399.7M (-$127.4M)
Filed 2026-10-20
Vestor Capital, LLC
INCREASED
Shares398,177 from 3,648
Change+394,529 (+10815%)
Value$30.1K (+$30.1K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares397,915 from 1,214,464
Change-816,549 (-67%)
Value$378.2M (-$1.0B)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares390,531 from 405,618
Change-15,087 (-4%)
Value$371.2M (-$105.3M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares337,321 from 331,325
Change+5,996 (+2%)
Value$320.6M (-$68.6M)
Filed 2026-11-06
Temasek Holdings (Private) Ltd
DECREASED
Shares324,080 from 477,264
Change-153,184 (-32%)
Value$308.0M (-$252.7M)
Filed 2026-10-28
Aberdeen Group plc
INCREASED
Shares308,750 from 37,659
Change+271,091 (+720%)
Value$293.5M (+$249.2M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares307,541 from 151,508
Change+156,033 (+103%)
Value$296.0K (+$172.6K)
Filed 2026-10-27
Swedbank AB
DECREASED
Shares296,731 from 334,726
Change-37,995 (-11%)
Value$282.0M (-$111.2M)
Filed 2026-10-27
Allen Investment Management, LLC
DECREASED
Shares276,725 from 286,069
Change-9,344 (-3%)
Value$263.0M (-$73.1M)
Filed 2026-11-03
Russell Investments Group, Ltd.
DECREASED
Shares234,228 from 239,740
Change-5,512 (-2%)
Value$222.9M (-$57.2M)
Filed 2026-11-06
New York State Teachers Retirement System
DECREASED
Shares209,567 from 217,733
Change-8,166 (-4%)
Value$199.2M (-$56.6M)
Filed 2026-10-22
AGF Management LTD
DECREASED
Shares196,537 from 233,192
Change-36,655 (-16%)
Value$186.8M (-$87.2M)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares194,334 from 190,786
Change+3,548 (+2%)
Value$177.2M (-$46.9M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares191,313 from 200,314
Change-9,001 (-4%)
Value$181.8M (-$53.5M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares190,345 from 190,857
Change-512 (0%)
Value$180.9M (-$43.3M)
Filed 2026-11-05
Strs Ohio
INCREASED
Shares162,844 from 157,830
Change+5,014 (+3%)
Value$154.8M (-$30.6M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares159,694 from 153,511
Change+6,183 (+4%)
Value$153.5M (-$8.1M)
Filed 2026-10-13
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares159,542 from 160,026
Change-484 (0%)
Value$151.6M (-$36.4M)
Filed 2026-11-06
Congress Asset Management Co
DECREASED
Shares158,328 from 192,672
Change-34,344 (-18%)
Value$150.5M (-$75.9M)
Filed 2026-10-06
Reaves W H & Co Inc
DECREASED
Shares154,481 from 169,847
Change-15,366 (-9%)
Value$146.8M (-$52.7M)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED
Shares147,555 from 155,106
Change-7,551 (-5%)
Value$140.7M (-$38.0M)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares140,799 from 165,072
Change-24,273 (-15%)
Value$139.1M (-$48.1M)
Filed 2026-10-16
Creative Planning
INCREASED
Shares136,047 from 111,352
Change+24,695 (+22%)
Value$129.3M (-$1.5M)
Filed 2026-11-02
Assenagon Asset Management S.A.
DECREASED
Shares129,162 from 224,529
Change-95,367 (-42%)
Value$122.8M (-$141.0M)
Filed 2026-10-15
Asset Management One Co., Ltd.
DECREASED
Shares128,934 from 129,915
Change-981 (-1%)
Value$122.6M (-$30.1M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares126,549 from 126,926
Change-377 (0%)
Value$120.3M (-$28.8M)
Filed 2026-11-02
Calamos Advisors LLC
DECREASED
Shares119,064 from 123,656
Change-4,592 (-4%)
Value$113.2M (-$32.1M)
Filed 2026-11-02
ABN Amro Investment Solutions
INCREASED
Shares118,677 from 99,554
Change+19,123 (+19%)
Value$112.8M (-$4.2M)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares117,958 from 120,959
Change-3,001 (-2%)
Value$112.1M (-$30.0M)
Filed 2026-11-03
Cardano Risk Management B.V.
INCREASED
Shares117,464 from 89,517
Change+27,947 (+31%)
Value$111.6M (+$111.5M)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares112,143 from 108,024
Change+4,119 (+4%)
Value$106.6M (-$20.3M)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares111,176 from 77,011
Change+34,165 (+44%)
Value$105.7M (+$15.2M)
Filed 2026-11-02
KBC Group NV
DECREASED
Shares110,340 from 229,976
Change-119,636 (-52%)
Value$104.9M (-$165.3M)
Filed 2026-10-22
Nykredit A/S
DECREASED
Shares108,182 from 115,725
Change-7,543 (-7%)
Value$102.8M (-$33.1M)
Filed 2026-11-06
Meitav Investment House LTD
INCREASED
Shares105,775 from 92,625
Change+13,150 (+14%)
Value$100.5M (-$8.3M)
Filed 2026-10-28
SEB Asset Management AB
INCREASED
Shares105,561 from 78,297
Change+27,264 (+35%)
Value$100.3M (+$8.3M)
Filed 2026-11-04
Daiwa Securities Group Inc.
DECREASED
Shares103,024 from 107,530
Change-4,506 (-4%)
Value$97.9M (-$28.4M)
Filed 2026-10-29
Imc-Chicago, LLC
NEW
Shares101,753
Change+101,753
Value$96.7M
Filed 2026-11-05
AMF Tjanstepension AB
UNCHANGED
Shares93,333 from 93,333
Change0 (0%)
Value$88.7M (-$20.9M)
Filed 2026-10-22
Candriam S.C.A.
DECREASED
Shares91,920 from 113,685
Change-21,765 (-19%)
Value$87.7M (-$45.7M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED
Shares91,452 from 91,945
Change-493 (-1%)
Value$90.3M (-$14.0M)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares90,519 from 99,071
Change-8,552 (-9%)
Value$86.2M (-$28.9M)
Filed 2026-10-29
Vest Financial, LLC
INCREASED
Shares88,604 from 84,689
Change+3,915 (+5%)
Value$84.2M (-$15.3M)
Filed 2026-10-21
Montrusco Bolton Investments Inc.
INCREASED
Shares87,243 from 75,528
Change+11,715 (+16%)
Value$82.9M (-$5.8M)
Filed 2026-10-13
State of New Jersey Common Pension Fund D
DECREASED
Shares87,067 from 87,186
Change-119 (0%)
Value$82.8M (-$19.7M)
Filed 2026-11-05
Swiss Life Asset Management Ltd
DECREASED
Shares86,894 from 119,778
Change-32,884 (-27%)
Value$82.6M (-$58.1M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares82,867 from 79,862
Change+3,005 (+4%)
Value$78.8M (-$15.1M)
Filed 2026-10-30
Regions Financial Corp
DECREASED
Shares80,769 from 96,847
Change-16,078 (-17%)
Value$76.8M (-$37.0M)
Filed 2026-11-05
Mn Services Vermogensbeheer B.V.
INCREASED
Shares79,492 from 78,292
Change+1,200 (+2%)
Value$75.6M (-$16.4M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares76,524 from 76,488
Change+36 (+0%)
Value$72.7M (-$17.1M)
Filed 2026-10-13
Xponance LLC
INCREASED
Shares76,417 from 73,600
Change+2,817 (+4%)
Value$72.6M (-$13.8M)
Filed 2026-11-03
Sapient Capital LLC
DECREASED
Shares75,860 from 76,038
Change-178 (0%)
Value$72.1M (-$17.3M)
Filed 2026-10-08
Arizona State Retirement System
INCREASED
Shares75,231 from 74,789
Change+442 (+1%)
Value$71.5M (-$16.4M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares73,940 from 75,512
Change-1,572 (-2%)
Value$70.3M (-$18.4M)
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares71,597 from 71,339
Change+258 (+0%)
Value$68.1M (-$15.7M)
Filed 2026-11-05
General American Investors Co Inc
UNCHANGED
Shares71,000 from 71,000
Change0 (0%)
Value$67.5M (-$15.9M)
Filed 2026-11-02
State of Michigan Retirement System
DECREASED
Shares68,110 from 69,840
Change-1,730 (-2%)
Value$64.7M (-$17.3M)
Filed 2026-10-27
Exchange Traded Concepts, LLC
DECREASED
Shares67,372 from 67,455
Change-83 (0%)
Value$64.0M (-$15.2M)
Filed 2026-10-28
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares66,973 from 70,733
Change-3,760 (-5%)
Value$63.7M (-$19.4M)
Filed 2026-10-15
ARS Investment Partners, LLC
DECREASED
Shares62,995 from 63,765
Change-770 (-1%)
Value$59.9M (-$15.0M)
Filed 2026-11-05
IFM Investors Pty Ltd
INCREASED
Shares62,316 from 60,636
Change+1,680 (+3%)
Value$59.2M (-$12.0M)
Filed 2026-10-14
Henshaw Capital LLC
UNCHANGED
Shares62,000 from 62,000
Change0 (0%)
Value$58.9M (-$13.9M)
Filed 2026-11-03
UniSuper Management Pty Ltd
DECREASED
Shares59,488 from 74,340
Change-14,852 (-20%)
Value$56.5M (-$30.8M)
Filed 2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares58,842 from 59,353
Change-511 (-1%)
Value$55.9M (-$13.8M)
Filed 2026-11-03
Segment Wealth Management, LLC
DECREASED
Shares57,082 from 59,538
Change-2,456 (-4%)
Value$54.3M (-$15.7M)
Filed 2026-10-26
Granite Investment Partners, LLC
INCREASED
Shares56,409 from 55,181
Change+1,228 (+2%)
Value$53.6M (-$11.2M)
Filed 2026-11-04
Virginia Retirement Systems ET Al
UNCHANGED
Shares56,358 from 56,358
Change0 (0%)
Value$53.6M (-$12.6M)
Filed 2026-10-28
Retirement Systems of Alabama
DECREASED
Shares55,853 from 56,453
Change-600 (-1%)
Value$53.1M (-$13.2M)
Filed 2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares55,363 from 55,711
Change-348 (-1%)
Value$52.6M (-$12.8M)
Filed 2026-10-19
Amalgamated Bank
DECREASED
Shares54,476 from 55,897
Change-1,421 (-3%)
Value$51.8M (-$13.9M)
Filed 2026-10-23
Amanah Holdings Trust
UNCHANGED
Shares52,150 from 52,150
Change0 (0%)
Value$49.6M (-$11.7M)
Filed 2026-10-23
Vontobel Holding Ltd.
DECREASED
Shares51,601 from 54,248
Change-2,647 (-5%)
Value$49.0M (-$14.7M)
Filed 2026-10-16
Neos Investment Management LLC
INCREASED
Shares50,328 from 43,159
Change+7,169 (+17%)
Value$47.8M (-$2.9M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares48,232 from 26,216
Change+22,016 (+84%)
Value$45.8M (+$15.0M)
Filed 2026-10-16
Rakuten Investment Management, Inc.
INCREASED
Shares48,069 from 44,108
Change+3,961 (+9%)
Value$46.3M (-$2.4M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares46,917 from 41,627
Change+5,290 (+13%)
Value$44.6M (-$4.3M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares45,394 from 43,848
Change+1,546 (+4%)
Value$43.1M (-$8.4M)
Filed 2026-11-04
UMB Bank, n.a.
DECREASED
Shares45,212 from 45,876
Change-664 (-1%)
Value$43.0M (-$10.9M)
Filed 2026-11-06
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares44,796 from 49,980
Change-5,184 (-10%)
Value$42.6M (-$16.1M)
Filed 2026-10-14
Park National Corp
DECREASED
Shares44,654 from 45,291
Change-637 (-1%)
Value$42.4M (-$10.8M)
Filed 2026-10-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares43,913 from 44,889
Change-976 (-2%)
Value$41.7M (-$11.0M)
Filed 2026-10-20
ProShare Advisors LLC
DECREASED
Shares42,868 from 44,365
Change-1,497 (-3%)
Value$40.7M (-$11.4M)
Filed 2026-10-29
GoalVest Advisory LLC
INCREASED
Shares42,673 from 47
Change+42,626 (+90694%)
Value$81.6K (+$26.4K)
Filed 2026-10-02
Raiffeisen Bank International AG
INCREASED
Shares41,705 from 17,902
Change+23,803 (+133%)
Value$40.1M (+$20.4M)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares40,706 from 32,692
Change+8,014 (+25%)
Value$38.7M (+$282.1K)
Filed 2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares40,688 from 39,441
Change+1,247 (+3%)
Value$38.7M (-$7.7M)
Filed 2026-10-20
OP Asset Management Ltd
DECREASED
Shares40,609 from 52,962
Change-12,353 (-23%)
Value$38.6M (-$23.6M)
Filed 2026-11-05
New York Life Investment Management LLC
DECREASED
Shares39,780 from 39,854
Change-74 (0%)
Value$37.8M (-$9.0M)
Filed 2026-11-04
Covea Finance
INCREASED
Shares39,135 from 38,335
Change+800 (+2%)
Value$37.2M (-$7.8M)
Filed 2026-10-21
Tema Etfs LLC
INCREASED
Shares38,654 from 36,725
Change+1,929 (+5%)
Value$36.7M (-$6.4M)
Filed 2026-10-16
Cushing Asset Management, LP dba NXG Investment Management
INCREASED
Shares38,650 from 28,700
Change+9,950 (+35%)
Value$36.7M (+$3.0M)
Filed 2026-10-26
Chilton Capital Management LLC
INCREASED
Shares38,404 from 38,166
Change+238 (+1%)
Value$36.5M (-$8.3M)
Filed 2026-10-28
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares37,685 from 32,543
Change+5,142 (+16%)
Value$35.8M (-$2.4M)
Filed 2026-11-06
Apollon Wealth Management, LLC
DECREASED
Shares36,909 from 44,965
Change-8,056 (-18%)
Value$35.1M (-$17.7M)
Filed 2026-10-23
LBP AM SA
DECREASED
Shares36,273 from 62,451
Change-26,178 (-42%)
Value$34.5M (-$38.9M)
Filed 2026-11-06
Appleton Partners Inc
DECREASED
Shares36,044 from 38,422
Change-2,378 (-6%)
Value$34.3M (-$10.9M)
Filed 2026-10-30
Meyer Handelman Co
DECREASED
Shares35,861 from 36,133
Change-272 (-1%)
Value$34.1M (-$8.4M)
Filed 2026-10-28
Keybank National Association
INCREASED
Shares35,708 from 32,082
Change+3,626 (+11%)
Value$33.9M (-$3.8M)
Filed 2026-11-04
Nisa Investment Advisors, LLC
DECREASED
Shares34,413 from 36,479
Change-2,066 (-6%)
Value$32.7M (-$10.2M)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares33,895 from 33,337
Change+558 (+2%)
Value$32.2M (-$6.9M)
Filed 2026-11-03
Adams Diversified Equity Fund, Inc.
DECREASED
Shares33,400 from 34,400
Change-1,000 (-3%)
Value$31.7M (-$8.7M)
Filed 2026-10-21
Bokf, NA
INCREASED
Shares33,295 from 32,168
Change+1,127 (+4%)
Value$31.6M (-$6.1M)
Filed 2026-10-27
ASR Vermogensbeheer N.V.
INCREASED
Shares32,977 from 31,097
Change+1,880 (+6%)
Value$31.3M (-$5.2M)
Filed 2026-10-16
Oregon Public Employees Retirement Fund
DECREASED
Shares32,777 from 33,042
Change-265 (-1%)
Value$31.2M (-$7.7M)
Filed 2026-10-30
Braun Stacey Associates Inc
DECREASED
Shares32,504 from 36,819
Change-4,315 (-12%)
Value$30.9M (-$12.4M)
Filed 2026-10-19
CapWealth Advisors, LLC
DECREASED
Shares32,375 from 33,409
Change-1,034 (-3%)
Value$30.8M (-$8.5M)
Filed 2026-10-05
iA Global Asset Management Inc.
DECREASED
Shares31,268 from 33,681
Change-2,413 (-7%)
Value$29.7M (-$9.9M)
Filed 2026-10-29
Cookson Peirce & Co Inc
DECREASED
Shares30,925 from 31,732
Change-807 (-3%)
Value$29.4M (-$7.9M)
Filed 2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares30,649 from 35,033
Change-4,384 (-13%)
Value$29.1M (-$12.0M)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares30,603 from 31,071
Change-468 (-2%)
Value$29.1M (-$7.4M)
Filed 2026-10-23
Auto-Owners Insurance Co
UNCHANGED
Shares30,383 from 30,383
Change0 (0%)
Value$28.9M (-$6.8M)
Filed 2026-10-15
Tran Capital Management, L.P.
DECREASED
Shares29,718 from 30,201
Change-483 (-2%)
Value$28.2M (-$7.2M)
Filed 2026-10-19
Eagle Global Advisors LLC
DECREASED
Shares29,332 from 29,657
Change-325 (-1%)
Value$27.9M (-$7.0M)
Filed 2026-11-02
Factory Mutual Insurance Co
UNCHANGED
Shares28,665 from 28,665
Change0 (0%)
Value$27.2M (-$6.4M)
Filed 2026-10-30
Fiera Capital Corp
INCREASED
Shares28,038 from 26,149
Change+1,889 (+7%)
Value$26.6M (-$4.1M)
Filed 2026-11-06
One Way Holdings LLC
INCREASED
Shares27,933 from 26,682
Change+1,251 (+5%)
Value$26.6M (-$4.8M)
Filed 2026-10-29
Talbot Financial, LLC
INCREASED
Shares27,615 from 27,034
Change+581 (+2%)
Value$26.2M (-$5.5M)
Filed 2026-10-19
State of Alaska, Department of Revenue
INCREASED
Shares27,272 from 26,330
Change+942 (+4%)
Value$25.9M (-$5.0M)
Filed 2026-10-15
Franklin Street Advisors Inc
DECREASED
Shares26,216 from 26,977
Change-761 (-3%)
Value$24.9M (-$6.8M)
Filed 2026-10-13
Compagnie Lombard Odier SCmA
INCREASED
Shares25,918 from 16,991
Change+8,927 (+53%)
Value$24.6M (+$4.7M)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares25,558 from 26,059
Change-501 (-2%)
Value$24.3M (-$6.3M)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares25,380 from 25,374
Change+6 (+0%)
Value$24.1M (-$5.7M)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares24,727 from 22,641
Change+2,086 (+9%)
Value$23.5M (-$3.1M)
Filed 2026-10-26
Fort Washington Investment Advisors Inc
UNCHANGED
Shares24,466 from 24,466
Change0 (0%)
Value$23.3M (-$5.5M)
Filed 2026-10-15
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares24,303 from 23,080
Change+1,223 (+5%)
Value$23.1M (-$4.0M)
Filed 2026-10-30
BLB&B Advisors, LLC
DECREASED
Shares23,560 from 24,110
Change-550 (-2%)
Value$22.4M (-$5.9M)
Filed 2026-10-27
Savant Capital, LLC
INCREASED
Shares22,943 from 9,214
Change+13,729 (+149%)
Value$21.8M (+$11.2M)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares22,758 from 7,998
Change+14,760 (+185%)
Value$21.6M (+$12.2M)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares22,166 from 13,498
Change+8,668 (+64%)
Value$21.1M (+$5.2M)
Filed 2026-10-22
Meridian Wealth Management, LLC
INCREASED
Shares22,097 from 7,437
Change+14,660 (+197%)
Value$21.0M (+$12.3M)
Filed 2026-11-05
OFI Invest Asset Management
INCREASED
Shares22,076 from 5,961
Change+16,115 (+270%)
Value$18.7M (+$12.2M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares22,048 from 17,528
Change+4,520 (+26%)
Value$21.0M (+$364.0K)
Filed 2026-10-26
Cadinha & Co LLC
DECREASED
Shares21,940 from 23,236
Change-1,296 (-6%)
Value$20.9M (-$6.4M)
Filed 2026-10-22
Fishman JAY A LTD
INCREASED
Shares21,859 from 20,522
Change+1,337 (+7%)
Value$20.8M (-$3.3M)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares21,643 from 21,372
Change+271 (+1%)
Value$20.6M (-$4.5M)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares21,540 from 20,631
Change+909 (+4%)
Value$20.5M (-$3.8M)
Filed 2026-11-06
Tempus Wealth Planning, LLC
DECREASED
Shares21,169 from 21,331
Change-162 (-1%)
Value$20.1M (-$4.9M)
Filed 2026-10-14
Simplex Trading, LLC
INCREASED
Shares20,878 from 20,352
Change+526 (+3%)
Value$19.8M (-$4.1M)
Filed 2026-11-04
Welch & Forbes LLC
INCREASED
Shares20,856 from 10,672
Change+10,184 (+95%)
Value$19.8M (+$7.3M)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED
Shares20,792 from 20,909
Change-117 (-1%)
Value$19.8M (-$4.8M)
Filed 2026-10-22
Chatham Capital Group, Inc.
DECREASED
Shares20,774 from 21,151
Change-377 (-2%)
Value$19.7M (-$5.1M)
Filed 2026-10-16
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares20,622 from 20,622
Change0 (0%)
Value$19.6M (-$4.6M)
Filed 2026-10-30
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares20,500 from 51,960
Change-31,460 (-61%)
Value$19.5M (-$41.6M)
Filed 2026-10-29
Chicago Capital, LLC
INCREASED
Shares20,496 from 5,683
Change+14,813 (+261%)
Value$19.5M (+$12.8M)
Filed 2026-10-13
HUB Investment Partners, LLC
DECREASED
Shares19,891 from 22,575
Change-2,684 (-12%)
Value$18.9M (-$7.6M)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares19,795 from 17,652
Change+2,143 (+12%)
Value$18.8M (-$1.9M)
Filed 2026-10-07
Assetmark, Inc
INCREASED
Shares19,450 from 18,013
Change+1,437 (+8%)
Value$18.5M (-$2.7M)
Filed 2026-10-21
Sierra Summit Advisors LLC
INCREASED
Shares19,417 from 19,002
Change+415 (+2%)
Value$18.5M (-$3.9M)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares19,370 from 19,674
Change-304 (-2%)
Value$18.4M (-$4.7M)
Filed 2026-10-28
Renaissance Investment Group LLC
DECREASED
Shares19,280 from 19,339
Change-59 (0%)
Value$18.3M (-$4.4M)
Filed 2026-10-28
Cornerstone Advisors, LLC
DECREASED
Shares19,260 from 21,127
Change-1,867 (-9%)
Value$18.3M (-$6.5M)
Filed 2026-11-06
Carnegie Investment Counsel
DECREASED
Shares19,232 from 19,345
Change-113 (-1%)
Value$18.3M (-$4.4M)
Filed 2026-10-20
OAK Ridge Investments LLC
DECREASED
Shares18,748 from 19,688
Change-940 (-5%)
Value$17.8M (-$5.3M)
Filed 2026-10-30
D.A. Davidson & Co.
INCREASED
Shares18,668 from 14,570
Change+4,098 (+28%)
Value$17.7M (+$626.3K)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares18,463 from 15,830
Change+2,633 (+17%)
Value$17.5M (-$1.0M)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares18,402 from 18,386
Change+16 (+0%)
Value$17.5M (-$4.1M)
Filed 2026-11-06
Hartline Investment Corp/
INCREASED
Shares17,975 from 17,609
Change+366 (+2%)
Value$17.1M (-$3.6M)
Filed 2026-10-29
Headland Capital, LLC
DECREASED
Shares17,877 from 25,697
Change-7,820 (-30%)
Value$17.0M (-$13.2M)
Filed 2026-11-06
Generali Asset Management SPA SGR
INCREASED
Shares17,823 from 16,169
Change+1,654 (+10%)
Value$16.9M (-$2.1M)
Filed 2026-10-26
Leo Wealth, LLC
NEW
Shares17,406
Change+17,406
Value$16.5M
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares17,075 from 17,350
Change-275 (-2%)
Value$16.2M (-$4.2M)
Filed 2026-10-15
Citizens Financial Group Inc
INCREASED
Shares16,912 from 7,096
Change+9,816 (+138%)
Value$16.1M (+$7.7M)
Filed 2026-10-23
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares16,868 from 14,200
Change+2,668 (+19%)
Value$16.0M (-$650.1K)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares16,561 from 14,846
Change+1,715 (+12%)
Value$15.7M (-$1.7M)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares16,481 from 15,930
Change+551 (+3%)
Value$15.7M (-$3.1M)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares16,479 from 10,110
Change+6,369 (+63%)
Value$19.4M (+$7.5M)
Filed 2026-11-06
Maryland State Retirement & Pension System
INCREASED
Shares16,397 from 14,509
Change+1,888 (+13%)
Value$15.6M (-$1.5M)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
INCREASED
Shares16,316 from 15,880
Change+436 (+3%)
Value$15.5M (-$3.1M)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED
Shares16,125 from 16,438
Change-313 (-2%)
Value$15.3M (-$4.0M)
Filed 2026-10-13
Achmea Investment Management B.V.
NEW
Shares16,090
Change+16,090
Value$15.3M
Filed 2026-10-30
Tctc Holdings, LLC
INCREASED
Shares15,858 from 15,466
Change+392 (+3%)
Value$15.1M (-$3.1M)
Filed 2026-11-02
Covenant Asset Management, LLC
DECREASED
Shares15,764 from 16,201
Change-437 (-3%)
Value$15.0M (-$4.1M)
Filed 2026-10-14
Illinois Municipal Retirement Fund
DECREASED
Shares15,392 from 16,038
Change-646 (-4%)
Value$14.6M (-$4.2M)
Filed 2026-11-05
Teamwork Financial Advisors, LLC
DECREASED
Shares15,321 from 15,885
Change-564 (-4%)
Value$14.6M (-$4.1M)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares15,274 from 15,072
Change+202 (+1%)
Value$14.5M (-$3.2M)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED
Shares15,181 from 13,664
Change+1,517 (+11%)
Value$14.4M (-$1.6M)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
DECREASED
Shares15,157 from 15,769
Change-612 (-4%)
Value$13.0M (-$1.9M)
Filed 2026-11-04
Neville Rodie & Shaw Inc
DECREASED
Shares14,724 from 16,999
Change-2,275 (-13%)
Value$14.0K (-$6.0K)
Filed 2026-10-05
Farther Finance Advisors, LLC
INCREASED
Shares14,566 from 12,713
Change+1,853 (+15%)
Value$13.8M (-$1.1M)
Filed 2026-10-08
Oppenheimer Asset Management Inc.
DECREASED
Shares14,507 from 19,376
Change-4,869 (-25%)
Value$13.8M (-$9.0M)
Filed 2026-10-27
Wedmont Private Capital
INCREASED
Shares14,467 from 14,045
Change+422 (+3%)
Value$14.5M (-$874.0K)
Filed 2026-10-09
Hartford Investment Management Co
DECREASED
Shares14,254 from 14,858
Change-604 (-4%)
Value$13.5M (-$3.9M)
Filed 2026-11-04
Inspire Investing, LLC
INCREASED
Shares14,114 from 13,923
Change+191 (+1%)
Value$13.4M (-$2.9M)
Filed 2026-10-22
Overbrook Management Corp
INCREASED
Shares14,075 from 13,121
Change+954 (+7%)
Value$13.4M (-$2.0M)
Filed 2026-10-08
Compass Capital Management, Inc
INCREASED
Shares13,920 from 13,857
Change+63 (+0%)
Value$13.2M (-$3.0M)
Filed 2026-11-06
AlphaCore Capital LLC
INCREASED
Shares13,906 from 11,640
Change+2,266 (+19%)
Value$13.2M (-$457.9K)
Filed 2026-11-04
Adell Harriman & Carpenter Inc
INCREASED
Shares13,849 from 12,703
Change+1,146 (+9%)
Value$13.2M (-$1.8M)
Filed 2026-11-02
Independent Financial Group, LLC
DECREASED
Shares13,435 from 14,256
Change-821 (-6%)
Value$12.8M (-$4.0M)
Filed 2026-10-13
New Mexico Educational Retirement Board
UNCHANGED
Shares13,419 from 13,419
Change0 (0%)
Value$12.8M (-$3.0M)
Filed 2026-11-05
Petredis Investment Advisors LLC
INCREASED
Shares13,416 from 13,343
Change+73 (+1%)
Value$12.8M (-$2.9M)
Filed 2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares13,375 from 8,413
Change+4,962 (+59%)
Value$12.7M (+$2.8M)
Filed 2026-11-03
Private Advisory Group LLC
INCREASED
Shares13,366 from 12,300
Change+1,066 (+9%)
Value$12.7M (-$1.7M)
Filed 2026-11-06
CX Institutional
INCREASED
Shares13,294 from 2,679
Change+10,615 (+396%)
Value$12.6K (+$9.5K)
Filed 2026-10-02
Clearstead Advisors, LLC
INCREASED
Shares13,215 from 13,050
Change+165 (+1%)
Value$12.6M (-$2.8M)
Filed 2026-11-06
Northeast Investment Management
INCREASED
Shares13,186 from 12,555
Change+631 (+5%)
Value$12.5M (-$2.2M)
Filed 2026-10-30
Radnor Capital Management, LLC
DECREASED
Shares13,134 from 13,196
Change-62 (0%)
Value$12.5M (-$3.0M)
Filed 2026-10-23
American Assets Investment Management, LLC
UNCHANGED
Shares13,125 from 13,125
Change0 (0%)
Value$12.5M (-$2.9M)
Filed 2026-10-30
Louisiana State Employees Retirement System
DECREASED
Shares13,100 from 13,700
Change-600 (-4%)
Value$12.5M (-$3.6M)
Filed 2026-10-20
Jefferies Financial Group Inc.
INCREASED
Shares12,979 from 12,236
Change+743 (+6%)
Value$12.3M (-$2.0M)
Filed 2026-11-05
RWQ Financial Management Services, Inc.
INCREASED
Shares12,805 from 9,266
Change+3,539 (+38%)
Value$12.2M (+$1.3M)
Filed 2026-10-19
Next Level Private LLC
INCREASED
Shares12,761 from 12,685
Change+76 (+1%)
Value$12.1M (-$2.8M)
Filed 2026-10-20
Cynosure Group, LLC
DECREASED
Shares12,756 from 12,947
Change-191 (-1%)
Value$12.1M (-$3.1M)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares12,701 from 12,630
Change+71 (+1%)
Value$12.1M (-$2.8M)
Filed 2026-10-22
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares12,666 from 11,883
Change+783 (+7%)
Value$12.0M (-$1.9M)
Filed 2026-10-26
Maple Capital Management, Inc.
INCREASED
Shares12,517 from 509
Change+12,008 (+2359%)
Value$11.9M (+$11.3M)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares12,362 from 6,650
Change+5,712 (+86%)
Value$11.7M (+$3.9M)
Filed 2026-11-06
LaFleur & Godfrey LLC
DECREASED
Shares12,322 from 14,587
Change-2,265 (-16%)
Value$11.7M (-$5.4M)
Filed 2026-10-27
Old National Bancorp
INCREASED
Shares12,207 from 7,544
Change+4,663 (+62%)
Value$11.6M (+$2.7M)
Filed 2026-10-20
Crestwood Advisors Group, LLC
INCREASED
Shares12,060 from 11,468
Change+592 (+5%)
Value$11.5M (-$2.0M)
Filed 2026-10-27
Albion Financial Group
INCREASED
Shares11,951 from 11,896
Change+55 (+0%)
Value$11.4M (-$2.6M)
Filed 2026-10-21
Kornitzer Capital Management Inc
INCREASED
Shares11,759 from 10,767
Change+992 (+9%)
Value$11.2M (-$1.5M)
Filed 2026-11-03
United Capital Management of KS, Inc.
INCREASED
Shares11,716 from 273
Change+11,443 (+4192%)
Value$11.1M (+$10.8M)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares11,473 from 11,627
Change-154 (-1%)
Value$10.9M (-$2.8M)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares11,287 from 9,060
Change+2,227 (+25%)
Value$10.7M (+$84.9K)
Filed 2026-10-14
Bender Robert & Associates
INCREASED
Shares11,235 from 10,577
Change+658 (+6%)
Value$10.7M (-$1.7M)
Filed 2026-10-21
Legacy Bridge, LLC
DECREASED
Shares11,202 from 11,289
Change-87 (-1%)
Value$10.6M (-$2.6M)
Filed 2026-10-28
Anderson Hoagland & Co
UNCHANGED
Shares11,150 from 11,150
Change0 (0%)
Value$9.2M (-$3.9M)
Filed 2026-10-23
Archon Partners LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$10.5M (-$2.5M)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares10,964 from 10,342
Change+622 (+6%)
Value$8.9M (-$1.7M)
Filed 2026-10-27
Oliver Luxxe Assets LLC
DECREASED
Shares10,686 from 12,804
Change-2,118 (-17%)
Value$10.2M (-$4.9M)
Filed 2026-10-14
Tokio Marine Asset Management Co LTD
INCREASED
Shares10,601 from 10,273
Change+328 (+3%)
Value$10.1M (-$2.0M)
Filed 2026-10-26
Ascent Group, LLC
INCREASED
Shares10,569 from 10,305
Change+264 (+3%)
Value$10.0M (-$2.1M)
Filed 2026-10-30
Wesbanco Bank Inc
DECREASED
Shares10,542 from 11,622
Change-1,080 (-9%)
Value$10.0M (-$3.6M)
Filed 2026-11-04
CMH Wealth Management LLC
INCREASED
Shares10,485 from 9,871
Change+614 (+6%)
Value$10.0M (-$1.6M)
Filed 2026-10-22
Baxter Bros Inc
UNCHANGED
Shares10,385 from 10,385
Change0 (0%)
Value$9.9M (-$2.3M)
Filed 2026-11-04
Gunderson Capital Management LLC
DECREASED
Shares10,369 from 10,396
Change-27 (0%)
Value$9.9M (-$2.4M)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares10,333 from 10,143
Change+190 (+2%)
Value$9.8M (-$2.1M)
Filed 2026-11-04
N10 Wealth, LLC
INCREASED
Shares10,332 from 8,118
Change+2,214 (+27%)
Value$9.8M (+$282.9K)
Filed 2026-10-14
Princeton Capital Management LLC
INCREASED
Shares10,313 from 9,849
Change+464 (+5%)
Value$9.8M (-$1.8M)
Filed 2026-10-27
Oak Grove Capital LLC
INCREASED
Shares10,265 from 2,914
Change+7,351 (+252%)
Value$9.8M (+$6.3M)
Filed 2026-10-09
Marble Harbor Investment Counsel, LLC
DECREASED
Shares10,072 from 10,105
Change-33 (0%)
Value$9.6M (-$2.3M)
Filed 2026-11-06
Matthew Goff Investment Advisor, LLC
DECREASED
Shares10,008 from 10,017
Change-9 (0%)
Value$9.5M (-$2.3M)
Filed 2026-10-13
AM Investment Strategies LLC
INCREASED
Shares9,843 from 9,834
Change+9 (+0%)
Value$9.4M (+$9.4M)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares9,787 from 9,336
Change+451 (+5%)
Value$9.3M (-$1.7M)
Filed 2026-10-08
N10 Assets, LLC
INCREASED
Shares9,698 from 8,002
Change+1,696 (+21%)
Value$9.2M (-$183.4K)
Filed 2026-10-14
Diversify Wealth Management, LLC
INCREASED
Shares9,665 from 8,825
Change+840 (+10%)
Value$9.0M (+$159.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares9,665 from 8,825
Change+840 (+10%)
Value$9.0M (+$159.3K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares9,536 from 9,005
Change+531 (+6%)
Value$9.1M (-$1.5M)
Filed 2026-10-14
Hoey Investments, Inc
DECREASED
Shares9,417 from 9,595
Change-178 (-2%)
Value$9.0M (-$2.3M)
Filed 2026-10-29
Asio Capital, LLC
INCREASED
Shares9,401 from 9,263
Change+138 (+1%)
Value$8.9M (-$1.9M)
Filed 2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares9,379 from 7,758
Change+1,621 (+21%)
Value$9.4M (+$237.1K)
Filed 2026-10-20
Banque Pictet & CIE SA
INCREASED
Shares9,345 from 5,825
Change+3,520 (+60%)
Value$8.9M (+$2.0M)
Filed 2026-10-16
Diversified Trust Co
INCREASED
Shares9,213 from 9,117
Change+96 (+1%)
Value$8.8M (-$2.0M)
Filed 2026-11-06
Evexia Wealth LLC
DECREASED
Shares9,169 from 9,975
Change-806 (-8%)
Value$7.8M (-$2.2M)
Filed 2026-11-05
E. Ohman J:or Asset Management AB
UNCHANGED
Shares9,160 from 9,160
Change0 (0%)
Value$8.7M (-$2.1M)
Filed 2026-10-22
AlphaStar Capital Management, LLC
INCREASED
Shares9,132 from 8,673
Change+459 (+5%)
Value$8.7M (-$1.5M)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares9,131 from 7,438
Change+1,693 (+23%)
Value$8.7M (-$60.1K)
Filed 2026-11-05
Plato Investment Management Ltd
DECREASED
Shares9,025 from 10,345
Change-1,320 (-13%)
Value$8.6M (-$3.5M)
Filed 2026-11-05
Soltis Investment Advisors LLC
DECREASED
Shares9,005 from 9,182
Change-177 (-2%)
Value$8.6M (-$2.2M)
Filed 2026-10-28
Choreo, LLC
DECREASED
Shares8,982 from 9,103
Change-121 (-1%)
Value$8.5M (-$2.2M)
Filed 2026-10-28
University of Texas S AM Investment Management Co
DECREASED
Shares8,977 from 9,000
Change-23 (0%)
Value$8.5M (-$2.0M)
Filed 2026-11-03
Y.D. More Investments Ltd
INCREASED
Shares8,913 from 8,504
Change+409 (+5%)
Value$8.5M (+$4.6M)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares8,907 from 12,403
Change-3,496 (-28%)
Value$7.6M (-$6.9M)
Filed 2026-11-04
J. Safra Sarasin Holding AG
DECREASED
Shares8,907 from 10,886
Change-1,979 (-18%)
Value$8.0M (-$1.3M)
Filed 2026-10-26
BNC Wealth Management, LLC
INCREASED
Shares8,840 from 8,751
Change+89 (+1%)
Value$8.4M (-$1.9M)
Filed 2026-10-19
Tandem Capital Management Corp
DECREASED
Shares8,753 from 8,931
Change-178 (-2%)
Value$8.3M (-$2.2M)
Filed 2026-10-22
Family Legacy, Inc.
INCREASED
Shares8,714 from 8,622
Change+92 (+1%)
Value$8.3M (-$1.8M)
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares8,633 from 8,522
Change+111 (+1%)
Value$8.2M (-$1.8M)
Filed 2026-11-05
Geneva Partners, LLC
DECREASED
Shares8,541 from 9,895
Change-1,354 (-14%)
Value$8.1M (-$3.5M)
Filed 2026-10-26
StoneX Group Inc.
DECREASED
Shares8,535 from 8,614
Change-79 (-1%)
Value$8.1M (-$2.0M)
Filed 2026-11-03
Glynn Capital Management LLC
DECREASED
Shares8,513 from 8,662
Change-149 (-2%)
Value$8.1M (-$2.1M)
Filed 2026-10-07
Brighton Jones LLC
DECREASED
Shares8,455 from 8,565
Change-110 (-1%)
Value$8.0M (-$2.0M)
Filed 2026-11-03
Quadrant Capital Group LLC
DECREASED
Shares8,416 from 8,903
Change-487 (-5%)
Value$8.5M (-$2.0M)
Filed 2026-10-20
Allen Operations LLC
UNCHANGED
Shares8,387 from 8,387
Change0 (0%)
Value$8.0M (-$1.9M)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares8,365 from 8,366
Change-1 (0%)
Value$8.0M (-$1.9M)
Filed 2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares8,294 from 2,598
Change+5,696 (+219%)
Value$7.9M (+$4.8M)
Filed 2026-10-22
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares8,276 from 8,916
Change-640 (-7%)
Value$7.9M (-$2.6M)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares8,245 from 1,170
Change+7,075 (+605%)
Value$7.8M (+$6.5M)
Filed 2026-10-05
North Dakota State Investment Board
INCREASED
Shares8,241 from 7,931
Change+310 (+4%)
Value$7.8M (-$1.5M)
Filed 2026-10-27
Cohen Klingenstein LLC
UNCHANGED
Shares8,198 from 8,198
Change0 (0%)
Value$7.8M (-$1.8M)
Filed 2026-10-15
Kercheville Advisors, LLC
INCREASED
Shares8,175 from 8,130
Change+45 (+1%)
Value$7.8M (-$1.8M)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares8,146 from 9,562
Change-1,416 (-15%)
Value$7.7M (-$3.5M)
Filed 2026-10-27
Spire Wealth Management
INCREASED
Shares8,045 from 7,508
Change+537 (+7%)
Value$7.6M (-$1.2M)
Filed 2026-10-30
Essex Investment Management Co LLC
DECREASED
Shares7,978 from 8,283
Change-305 (-4%)
Value$7.6M (-$2.1M)
Filed 2026-10-19
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares7,956 from 7,961
Change-5 (0%)
Value$7.6M (-$1.8M)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares7,827 from 8,056
Change-229 (-3%)
Value$7.4M (-$2.0M)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares7,795 from 8,057
Change-262 (-3%)
Value$7.4M (-$2.1M)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
DECREASED
Shares7,791 from 8,776
Change-985 (-11%)
Value$7.4M (-$2.3M)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares7,734 from 6,601
Change+1,133 (+17%)
Value$7.4M (-$404.2K)
Filed 2026-10-28
Davidson Capital Management Inc.
INCREASED
Shares7,609 from 7,531
Change+78 (+1%)
Value$7.2M (-$1.6M)
Filed 2026-10-15
Ascent Wealth Partners, LLC
DECREASED
Shares7,477 from 10,652
Change-3,175 (-30%)
Value$7.1M (-$5.4M)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares7,341 from 6,854
Change+487 (+7%)
Value$7.0M (-$1.1M)
Filed 2026-10-23
Spirit of America Management Corp
INCREASED
Shares7,280 from 7,030
Change+250 (+4%)
Value$6.9M (-$1.3M)
Filed 2026-10-14
BigSur Wealth Management LLC
INCREASED
Shares7,186 from 6,283
Change+903 (+14%)
Value$6.8M (-$554.6K)
Filed 2026-10-13
DSG Capital Advisors, LLC
INCREASED
Shares7,183 from 6,215
Change+968 (+16%)
Value$6.8M (+$202.1K)
Filed 2026-11-05
Gateway Investment Advisers LLC
DECREASED
Shares7,143 from 35,853
Change-28,710 (-80%)
Value$6.8M (-$35.3M)
Filed 2026-10-13
Kessler Investment Group, LLC
DECREASED
Shares7,142 from 7,726
Change-584 (-8%)
Value$6.8M (-$2.3M)
Filed 2026-10-08
PFG Advisors
INCREASED
Shares7,118 from 7,052
Change+66 (+1%)
Value$6.8M (-$1.5M)
Filed 2026-10-16
Riggs Asset Managment Co. Inc.
INCREASED
Shares7,112 from 7,065
Change+47 (+1%)
Value$6.8M (-$1.5M)
Filed 2026-11-05
Griffin Asset Management, Inc.
DECREASED
Shares7,089 from 7,320
Change-231 (-3%)
Value$6.7M (-$1.9M)
Filed 2026-10-22
Summit Place Financial Advisors, LLC
DECREASED
Shares7,032 from 7,669
Change-637 (-8%)
Value$6.7M (-$2.3M)
Filed 2026-10-23
First Citizens Bank & Trust Co
INCREASED
Shares7,021 from 3,203
Change+3,818 (+119%)
Value$6.7M (+$2.9M)
Filed 2026-10-14
Cypress Asset Management Inc
INCREASED
Shares7,002 from 6,967
Change+35 (+1%)
Value$6.7M (-$1.5M)
Filed 2026-10-09
Chesley Taft & Associates LLC
INCREASED
Shares6,959 from 6,864
Change+95 (+1%)
Value$6.6M (-$1.4M)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED
Shares6,922 from 7,713
Change-791 (-10%)
Value$6.6M (-$2.5M)
Filed 2026-11-05
Securian Asset Management, Inc
DECREASED
Shares6,913 from 7,141
Change-228 (-3%)
Value$6.6M (-$983.3K)
Filed 2026-11-06
Mitchell Capital Management Co
DECREASED
Shares6,876 from 7,105
Change-229 (-3%)
Value$6.5M (-$1.8M)
Filed 2026-10-29
Capital Investment Advisors, LLC
INCREASED
Shares6,838 from 6,693
Change+145 (+2%)
Value$6.5M (-$1.4M)
Filed 2026-10-22
New England Research & Management, Inc.
INCREASED
Shares6,760 from 6,497
Change+263 (+4%)
Value$6.4M (-$1.2M)
Filed 2026-10-16
Genoa Capital Gestora de Recursos Ltda.
NEW
Shares6,717
Change+6,717
Value$6.4M
Filed 2026-10-20
Sterling Capital Management LLC
DECREASED
Shares6,691 from 7,143
Change-452 (-6%)
Value$6.4M (-$2.0M)
Filed 2026-10-22
Elite Wealth Management, Inc.
INCREASED
Shares6,641 from 3,088
Change+3,553 (+115%)
Value$6.3M (+$2.7M)
Filed 2026-11-03
Linden Thomas Advisory Services, LLC
INCREASED
Shares6,445 from 5,896
Change+549 (+9%)
Value$6.1M (-$801.1K)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares6,385 from 6,840
Change-455 (-7%)
Value$6.1M (-$2.0M)
Filed 2026-10-16
Patten & Patten Inc
DECREASED
Shares6,374 from 6,392
Change-18 (0%)
Value$6.1M (-$1.5M)
Filed 2026-10-26
FFG Partners, LLC
INCREASED
Shares6,361 from 4,967
Change+1,394 (+28%)
Value$6.0M (+$210.1K)
Filed 2026-10-15
Mendel Money Management
DECREASED
Shares6,340 from 6,392
Change-52 (-1%)
Value$6.0M (-$1.5M)
Filed 2026-11-02
Portfolio Design Labs, LLC
INCREASED
Shares6,311 from 6,217
Change+94 (+2%)
Value$6.0M (-$1.3M)
Filed 2026-11-04
Alps Advisors Inc
INCREASED
Shares6,267 from 5,444
Change+823 (+15%)
Value$6.0M (-$439.2K)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares6,261 from 6,257
Change+4 (+0%)
Value$6.2M (-$1.1M)
Filed 2026-10-13
HCR Wealth Advisors
INCREASED
Shares6,164 from 5,793
Change+371 (+6%)
Value$5.9M (-$947.1K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED
Shares6,118 from 6,477
Change-359 (-6%)
Value$5.8M (-$1.8M)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares6,113 from 5,248
Change+865 (+16%)
Value$5.8M (-$365.7K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares6,102 from 6,517
Change-415 (-6%)
Value$5.8M (-$1.9M)
Filed 2026-10-08
International Assets Investment Management, LLC
INCREASED
Shares6,078 from 5,913
Change+165 (+3%)
Value$6.0M (-$705.7K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED
Shares6,052 from 5,542
Change+510 (+9%)
Value$6.0M (+$89.0K)
Filed 2026-10-13
Family Capital Trust Co
DECREASED
Shares6,052 from 6,055
Change-3 (0%)
Value$5.8M (-$1.4M)
Filed 2026-10-22
Settian Capital LP
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$5.7M (-$1.3M)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
NEW
Shares5,987
Change+5,987
Value$5.7M
Filed 2026-10-16
Fideuram Asset Management (Ireland) dac
INCREASED
Shares5,986 from 5,197
Change+789 (+15%)
Value$5.9M (+$740.3K)
Filed 2026-10-29
Fulcrum Asset Management LLP
DECREASED
Shares5,939 from 8,624
Change-2,685 (-31%)
Value$5.7M (-$3.8M)
Filed 2026-11-04
Praxis Investment Management Inc
DECREASED
Shares5,900 from 6,313
Change-413 (-7%)
Value$5.6M (-$1.8M)
Filed 2026-11-03
Great Lakes Advisors, LLC
DECREASED
Shares5,861 from 7,430
Change-1,569 (-21%)
Value$5.6M (-$3.2M)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
INCREASED
Shares5,852 from 5,677
Change+175 (+3%)
Value$5.6M (-$1.1M)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares5,849 from 5,606
Change+243 (+4%)
Value$5.6M (-$1.0M)
Filed 2026-10-16
Thompson Investment Management, Inc.
UNCHANGED
Shares5,834 from 5,834
Change0 (0%)
Value$5.5M (-$1.3M)
Filed 2026-10-14
Avanza Fonder AB
INCREASED
Shares5,827 from 5,412
Change+415 (+8%)
Value$5.5M (-$819.8K)
Filed 2026-10-13
Terra Nova Asset Management LLC
DECREASED
Shares5,807 from 6,646
Change-839 (-13%)
Value$5.5M (-$2.3M)
Filed 2026-10-13
Jackson Square Capital, LLC
DECREASED
Shares5,736 from 9,388
Change-3,652 (-39%)
Value$5.5M (-$5.6M)
Filed 2026-10-19
Clifford Swan Investment Counsel LLC
INCREASED
Shares5,730 from 5,594
Change+136 (+2%)
Value$5.4M (-$1.1M)
Filed 2026-11-05
OMC Financial Services LTD
DECREASED
Shares5,720 from 5,821
Change-101 (-2%)
Value$5.4M (-$1.4M)
Filed 2026-10-19
Hoertkorn Richard Charles
UNCHANGED
Shares5,691 from 5,691
Change0 (0%)
Value$5.4M (-$1.3M)
Filed 2026-11-04
Massachusetts Wealth Management
DECREASED
Shares5,685 from 6,115
Change-430 (-7%)
Value$5.4M (-$1.8M)
Filed 2026-10-21
Sendero Wealth Management, LLC
DECREASED
Shares5,666 from 6,125
Change-459 (-7%)
Value$5.4M (-$1.8M)
Filed 2026-10-14
Nvwm, LLC
DECREASED
Shares5,659 from 5,735
Change-76 (-1%)
Value$5.4M (-$1.4M)
Filed 2026-10-14
Valeo Financial Advisors, LLC
INCREASED
Shares5,634 from 5,496
Change+138 (+3%)
Value$5.4M (-$1.1M)
Filed 2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED
Shares5,621 from 4,926
Change+695 (+14%)
Value$5.3M (-$444.5K)
Filed 2026-10-23
Nfsg Corp
DECREASED
Shares5,603 from 6,089
Change-486 (-8%)
Value$5.3M (-$1.8M)
Filed 2026-10-15
YHB Investment Advisors, Inc.
INCREASED
Shares5,574 from 5,392
Change+182 (+3%)
Value$5.3M (-$1.0M)
Filed 2026-10-08
SBI Securities Co., Ltd.
INCREASED
Shares5,543 from 5,421
Change+122 (+2%)
Value$5.3M (-$1.1M)
Filed 2026-10-22
Douglas Lane & Associates, LLC
DECREASED
Shares5,535 from 6,439
Change-904 (-14%)
Value$5.3M (-$2.3M)
Filed 2026-10-09
Greenleaf Trust
DECREASED
Shares5,492 from 5,663
Change-171 (-3%)
Value$5.2M (-$1.4M)
Filed 2026-10-29
WD Rutherford LLC
DECREASED
Shares5,445 from 5,661
Change-216 (-4%)
Value$5.2M (-$1.5M)
Filed 2026-10-26
Benin Management Corp
DECREASED
Shares5,394 from 5,463
Change-69 (-1%)
Value$5.1M (-$1.3M)
Filed 2026-10-22
CMG Global Holdings, LLC
INCREASED
Shares5,368 from 5,088
Change+280 (+6%)
Value$5.1M (-$875.5K)
Filed 2026-10-14
Hardy Reed LLC
INCREASED
Shares5,328 from 5,305
Change+23 (+0%)
Value$5.1M (-$1.2M)
Filed 2026-11-06
Frank, Rimerman Advisors LLC
INCREASED
Shares5,317 from 5,287
Change+30 (+1%)
Value$5.1M (-$1.2M)
Filed 2026-10-16
Merrion Investment Management Co, LLC
DECREASED
Shares5,307 from 5,402
Change-95 (-2%)
Value$5.0M (-$1.3M)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares5,302 from 5,531
Change-229 (-4%)
Value$5.0M (-$1.5M)
Filed 2026-10-15
Glenview Trust Co
INCREASED
Shares5,265 from 4,861
Change+404 (+8%)
Value$5.0M (-$706.7K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
DECREASED
Shares5,228 from 6,427
Change-1,199 (-19%)
Value$5.0M (-$2.6M)
Filed 2026-10-21
Level Four Advisory Services, LLC
DECREASED
Shares5,212 from 5,725
Change-513 (-9%)
Value$5.0M (-$1.8M)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares5,210 from 4,983
Change+227 (+5%)
Value$5.0M (-$902.1K)
Filed 2026-10-13
True North Advisors, LLC
DECREASED
Shares5,201 from 5,276
Change-75 (-1%)
Value$4.9M (-$1.3M)
Filed 2026-10-22
Highland Capital Management, LLC
DECREASED
Shares5,132 from 12,836
Change-7,704 (-60%)
Value$4.9M (-$10.2M)
Filed 2026-10-26
Wespac Advisors SoCal, LLC
DECREASED
Shares5,125 from 5,151
Change-26 (0%)
Value$4.9M (-$1.2M)
Filed 2026-10-13
Grandfield & Dodd, LLC
INCREASED
Shares5,124 from 4,732
Change+392 (+8%)
Value$4.9M (-$689.1K)
Filed 2026-10-29
HBK Sorce Advisory LLC
INCREASED
Shares5,103 from 5,085
Change+18 (+0%)
Value$3.9M (-$1.2M)
Filed 2026-11-06
NovaPoint Capital, LLC
DECREASED
Shares5,093 from 5,410
Change-317 (-6%)
Value$4.8M (-$1.5M)
Filed 2026-10-22
Everhart Financial Group, Inc.
DECREASED
Shares5,055 from 5,097
Change-42 (-1%)
Value$4.8M (-$1.2M)
Filed 2026-10-08
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares5,030 from 4,998
Change+32 (+1%)
Value$4.8M (-$1.1M)
Filed 2026-10-13
Cacti Asset Management LLC
UNCHANGED
Shares5,020 from 5,020
Change0 (0%)
Value$4.8M (-$1.1M)
Filed 2026-10-01
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,018 from 4,883
Change+135 (+3%)
Value$4.8M (-$966.9K)
Filed 2026-10-27
S-Bank Fund Management Ltd
INCREASED
Shares5,000 from 3,000
Change+2,000 (+67%)
Value$4.8M (+$1.2M)
Filed 2026-11-06
Global Financial Private Client, LLC
DECREASED
Shares4,997 from 5,596
Change-599 (-11%)
Value$4.7M (-$1.8M)
Filed 2026-10-15
Meiji Yasuda America Inc
INCREASED
Shares4,952 from 4,036
Change+916 (+23%)
Value$4.7M (-$34.9K)
Filed 2026-10-22
Tritonpoint Wealth, LLC
DECREASED
Shares4,924 from 5,244
Change-320 (-6%)
Value$4.7M (-$1.5M)
Filed 2026-10-19
Natixis
DECREASED
Shares4,875 from 24,705
Change-19,830 (-80%)
Value$4.6M (-$24.4M)
Filed 2026-11-06
Deane Retirement Strategies, Inc.
NEW
Shares4,852
Change+4,852
Value$4.6M
Filed 2026-10-09
Oak Harvest Investment Services
INCREASED
Shares4,847 from 4,769
Change+78 (+2%)
Value$4.6M (-$996.3K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares4,845 from 4,884
Change-39 (-1%)
Value$4.6M (-$1.1M)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares4,833 from 3,154
Change+1,679 (+53%)
Value$4.6M (+$888.3K)
Filed 2026-10-21
V-Square Quantitative Management LLC
INCREASED
Shares4,828 from 4,675
Change+153 (+3%)
Value$4.6M (-$903.5K)
Filed 2026-10-15
SFE Investment Counsel
INCREASED
Shares4,786 from 4,675
Change+111 (+2%)
Value$4.5M (-$943.4K)
Filed 2026-10-29
AIA Group Ltd
INCREASED
Shares4,779 from 3,704
Change+1,075 (+29%)
Value$4.5M (+$190.7K)
Filed 2026-10-30
Virtue Capital Management, LLC
INCREASED
Shares4,762 from 4,598
Change+164 (+4%)
Value$4.5M (-$875.8K)
Filed 2026-10-29
TD Private Client Wealth LLC
DECREASED
Shares4,739 from 5,090
Change-351 (-7%)
Value$4.5M (-$1.5M)
Filed 2026-10-28
CWA Asset Management Group, LLC
INCREASED
Shares4,707 from 4,454
Change+253 (+6%)
Value$4.5M (-$758.9K)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
DECREASED
Shares4,704 from 5,656
Change-952 (-17%)
Value$4.5M (-$2.2M)
Filed 2026-10-29
IPG Investment Advisors LLC
DECREASED
Shares4,675 from 5,889
Change-1,214 (-21%)
Value$4.4M (-$2.5M)
Filed 2026-10-30
Heritage Investors Management Corp
DECREASED
Shares4,643 from 5,153
Change-510 (-10%)
Value$4.4M (-$1.6M)
Filed 2026-10-29
Pavion Blue Capital, LLC
DECREASED
Shares4,632 from 4,645
Change-13 (0%)
Value$4.4M (-$1.1M)
Filed 2026-11-05
Kingsman Wealth Management, Inc.
INCREASED
Shares4,610 from 4,530
Change+80 (+2%)
Value$4.4M (-$940.3K)
Filed 2026-10-13
Uncommon Cents Investing Inc
DECREASED
Shares4,564 from 4,623
Change-59 (-1%)
Value$4.3M (-$1.1M)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares4,543 from 4,350
Change+193 (+4%)
Value$4.3M (-$792.3K)
Filed 2026-10-20
Axxion S.A.
DECREASED
Shares4,519 from 4,669
Change-150 (-3%)
Value$4.3M (-$1.2M)
Filed 2026-10-22
Twin Peaks Capital Ltd
UNCHANGED
Shares4,513 from 4,513
Change0 (0%)
Value$4.3M (-$1.0M)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares4,477 from 4,107
Change+370 (+9%)
Value$4.3M (-$570.2K)
Filed 2026-10-26
King Luther Capital Management Corp
INCREASED
Shares4,470 from 4,400
Change+70 (+2%)
Value$4.2M (-$920.7K)
Filed 2026-11-05
Kampmann Melissa S.
INCREASED
Shares4,458 from 4,437
Change+21 (+0%)
Value$4.2M (-$975.6K)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
DECREASED
Shares4,404 from 4,783
Change-379 (-8%)
Value$4.2M (-$1.4M)
Filed 2026-10-23
Triasima Portfolio Management inc.
DECREASED
Shares4,393 from 6,302
Change-1,909 (-30%)
Value$4.2M (-$3.2M)
Filed 2026-10-15
Mill Capital Management, LLC
UNCHANGED
Shares4,386 from 4,386
Change0 (0%)
Value$4.2M (-$984.1K)
Filed 2026-10-26
Mesirow Financial Investment Management, Inc.
DECREASED
Shares4,360 from 4,384
Change-24 (-1%)
Value$4.1M (-$1.0M)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
INCREASED
Shares4,348 from 4,170
Change+178 (+4%)
Value$4.1M (-$766.0K)
Filed 2026-10-22
Consolidated Investment Group LLC
INCREASED
Shares4,300 from 3,600
Change+700 (+19%)
Value$4.1M (-$142.4K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares4,291 from 4,401
Change-110 (-2%)
Value$4.1M (-$1.1M)
Filed 2026-10-21
ZWJ Investment Counsel Inc
INCREASED
Shares4,288 from 4,192
Change+96 (+2%)
Value$4.1M (-$849.3K)
Filed 2026-10-15
WoodTrust Financial Corp
DECREASED
Shares4,253 from 4,259
Change-6 (0%)
Value$4.0M (-$961.0K)
Filed 2026-10-09
Lanark Financial, Inc.
INCREASED
Shares4,245 from 4,154
Change+91 (+2%)
Value$4.0M (-$846.4K)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares4,216 from 7,471
Change-3,255 (-44%)
Value$4.0M (-$4.8M)
Filed 2026-11-05
Aaron Wealth Advisors LLC
INCREASED
Shares4,179 from 3,562
Change+617 (+17%)
Value$4.0M (-$212.7K)
Filed 2026-10-13
Knights of Columbus Asset Advisors LLC
DECREASED
Shares4,163 from 4,282
Change-119 (-3%)
Value$4.0M (-$1.1M)
Filed 2026-11-05
Xcel Wealth Management, LLC
DECREASED
Shares4,080 from 4,116
Change-36 (-1%)
Value$3.9M (-$957.7K)
Filed 2026-10-26
Compass Financial Management LLC
DECREASED
Shares4,039 from 6,689
Change-2,650 (-40%)
Value$3.8M (-$3.0M)
Filed 2026-10-30
Tableaux LLC
INCREASED
Shares4,037 from 4,018
Change+19 (+0%)
Value$3.8M (-$883.5K)
Filed 2026-10-23
Courier Capital LLC
DECREASED
Shares4,030 from 4,175
Change-145 (-3%)
Value$3.8M (-$1.1M)
Filed 2026-10-19
Hedeker Wealth, LLC
DECREASED
Shares4,024 from 4,230
Change-206 (-5%)
Value$3.8M (-$1.1M)
Filed 2026-10-23
Yarbrough Capital, LLC
UNCHANGED
Shares3,997 from 3,997
Change0 (0%)
Value$3.8M (-$896.8K)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
DECREASED
Shares3,996 from 4,042
Change-46 (-1%)
Value$3.8M (-$952.5K)
Filed 2026-11-04
Old North State Wealth Management, LLC
INCREASED
Shares3,981 from 3,657
Change+324 (+9%)
Value$3.8M (-$512.9K)
Filed 2026-10-22
Fractal Investments LLC
UNCHANGED
Shares3,949 from 3,949
Change0 (0%)
Value$3.8M (-$886.0K)
Filed 2026-10-28
Aljian Capital Management, LLC
INCREASED
Shares3,940 from 3,929
Change+11 (+0%)
Value$3.7M (-$872.0K)
Filed 2026-10-28
Fortem Financial Group, LLC
INCREASED
Shares3,915 from 3,827
Change+88 (+2%)
Value$3.7M (-$775.0K)
Filed 2026-10-20
Nichols & Pratt Advisers LLP
INCREASED
Shares3,894 from 3,830
Change+64 (+2%)
Value$3.8M (-$654.6K)
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares3,880 from 6,464
Change-2,584 (-40%)
Value$3.7M (-$3.9M)
Filed 2026-11-05
Quadcap Wealth Management, LLC
DECREASED
Shares3,878 from 3,892
Change-14 (0%)
Value$3.7M (-$887.5K)
Filed 2026-11-02
Herbst Group, LLC
DECREASED
Shares3,875 from 5,050
Change-1,175 (-23%)
Value$3.7M (-$2.2M)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares3,868 from 3,462
Change+406 (+12%)
Value$3.7M (-$390.5K)
Filed 2026-11-04
Integrated Financial Solutions, Inc.
INCREASED
Shares3,811 from 3,620
Change+191 (+5%)
Value$3.6M (-$630.7K)
Filed 2026-10-09
Secure Asset Management, LLC
INCREASED
Shares3,771 from 3,719
Change+52 (+1%)
Value$3.6M (-$784.9K)
Filed 2026-10-19
Guyasuta Investment Advisors Inc
INCREASED
Shares3,760 from 3,748
Change+12 (+0%)
Value$3.6M (-$829.5K)
Filed 2026-10-15
Voisard Asset Management Group, Inc.
INCREASED
Shares3,751 from 3,726
Change+25 (+1%)
Value$3.6M (-$812.2K)
Filed 2026-10-13
Narwhal Capital Management
NEW
Shares3,744
Change+3,744
Value$3.6M
Filed 2026-11-04
Koshinski Asset Management, Inc.
INCREASED
Shares3,739 from 3,710
Change+29 (+1%)
Value$3.6M (-$805.1K)
Filed 2026-10-29
Valmark Advisers, Inc.
INCREASED
Shares3,715 from 3,302
Change+413 (+13%)
Value$3.5M (-$348.2K)
Filed 2026-11-06
Purus Wealth Management, LLC
INCREASED
Shares3,698 from 3,697
Change+1 (+0%)
Value$3.5M (-$828.2K)
Filed 2026-10-15
Washburn Capital Management, Inc.
DECREASED
Shares3,696 from 3,812
Change-116 (-3%)
Value$3.5M (-$965.5K)
Filed 2026-10-19
Gables Capital Management Inc.
DECREASED
Shares3,690 from 3,700
Change-10 (0%)
Value$3.5M (-$839.7K)
Filed 2026-11-04
Viewpoint Capital Management LLC
INCREASED
Shares3,687 from 3,468
Change+219 (+6%)
Value$3.5M (-$570.4K)
Filed 2026-10-27
Parthenon LLC
DECREASED
Shares3,686 from 3,732
Change-46 (-1%)
Value$3.5M (-$881.1K)
Filed 2026-10-22
Resonant Capital Advisors, LLC
INCREASED
Shares3,672 from 1,483
Change+2,189 (+148%)
Value$3.5M (+$1.7M)
Filed 2026-10-15
Eastern Bank
INCREASED
Shares3,670 from 3,340
Change+330 (+10%)
Value$3.5M (-$435.7K)
Filed 2026-10-05
Burford Brothers, Inc.
DECREASED
Shares3,648 from 3,893
Change-245 (-6%)
Value$3.5M (-$1.1M)
Filed 2026-10-21
Baker Avenue Asset Management, LP
INCREASED
Shares3,642 from 3,475
Change+167 (+5%)
Value$3.5M (-$620.2K)
Filed 2026-11-06
Evergreen Capital Management LLC
DECREASED
Shares3,632 from 3,640
Change-8 (0%)
Value$3.5M (-$826.1K)
Filed 2026-10-23
Symphony Financial, Ltd. Co.
INCREASED
Shares3,631 from 1,661
Change+1,970 (+119%)
Value$3.5M (+$1.6M)
Filed 2026-10-22
Fulton Bank, N.A.
INCREASED
Shares3,622 from 3,511
Change+111 (+3%)
Value$3.4M (-$682.3K)
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares3,602 from 3,318
Change+284 (+9%)
Value$3.2M (+$67.9K)
Filed 2026-11-02
180 Wealth Advisors, LLC
INCREASED
Shares3,600 from 3,555
Change+45 (+1%)
Value$3.4M (-$754.9K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares3,598
Change+3,598
Value$3.3K
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares3,570 from 3,371
Change+199 (+6%)
Value$3.4M (-$566.8K)
Filed 2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares3,562 from 3,622
Change-60 (-2%)
Value$3.4M (-$869.7K)
Filed 2026-10-15
Millennium Capital Advisors, LLC
DECREASED
Shares3,546 from 3,552
Change-6 (0%)
Value$3.4M (-$802.7K)
Filed 2026-10-16
Cornerstone Enterprises, LLC
DECREASED
Shares3,529 from 6,088
Change-2,559 (-42%)
Value$3.4M (-$3.8M)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares3,528 from 3,470
Change+58 (+2%)
Value$3.4M (-$718.0K)
Filed 2026-10-14
BG Investment Services, LLC
NEW
Shares3,522
Change+3,522
Value$3.3M
Filed 2026-10-23
GAM Holding AG
DECREASED
Shares3,469 from 4,144
Change-675 (-16%)
Value$3.3M (-$1.6M)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares3,464 from 6,990
Change-3,526 (-50%)
Value$3.3M (-$4.9M)
Filed 2026-10-15
Advisors Management Group Inc
INCREASED
Shares3,458 from 3,352
Change+106 (+3%)
Value$3.3M (-$652.0K)
Filed 2026-11-05
Bailard, Inc.
INCREASED
Shares3,451 from 1,498
Change+1,953 (+130%)
Value$3.3M (+$1.5M)
Filed 2026-10-13
Eagle Strategies LLC
DECREASED
Shares3,436 from 3,452
Change-16 (0%)
Value$3.3M (-$789.1K)
Filed 2026-10-16
Plimoth Trust Co LLC
DECREASED
Shares3,427 from 3,495
Change-68 (-2%)
Value$3.3M (-$848.8K)
Filed 2026-10-26
Long Road Investment Counsel, LLC
DECREASED
Shares3,426 from 3,569
Change-143 (-4%)
Value$3.3M (-$936.8K)
Filed 2026-11-04
Paragon Advisors, LLC
INCREASED
Shares3,377 from 2,424
Change+953 (+39%)
Value$3.2M (+$361.9K)
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares3,351 from 3,448
Change-97 (-3%)
Value$3.2M (-$865.8K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares3,344 from 3,573
Change-229 (-6%)
Value$3.2M (-$1.0M)
Filed 2026-10-26
PVG Asset Management Corp
DECREASED
Shares3,342 from 3,579
Change-237 (-7%)
Value$3.2M (-$1.0M)
Filed 2026-10-19
Bfsg, LLC
INCREASED
Shares3,324 from 3,001
Change+323 (+11%)
Value$3.2M (-$366.3K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
INCREASED
Shares3,320 from 2,794
Change+526 (+19%)
Value$3.2M (-$126.8K)
Filed 2026-10-13
Left Brain Wealth Management, LLC
INCREASED
Shares3,295 from 3,191
Change+104 (+3%)
Value$3.1M (-$617.1K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
INCREASED
Shares3,290 from 2,984
Change+306 (+10%)
Value$3.1M (-$379.4K)
Filed 2026-10-28
Acumen Wealth Advisors, LLC
DECREASED
Shares3,285 from 3,550
Change-265 (-7%)
Value$3.1M (-$1.1M)
Filed 2026-11-05
Gryphon Financial Partners LLC
INCREASED
Shares3,281 from 3,133
Change+148 (+5%)
Value$3.1M (-$562.2K)
Filed 2026-11-04
Bosman Wealth Management, LLC
DECREASED
Shares3,272 from 4,298
Change-1,026 (-24%)
Value$3.1M (-$1.9M)
Filed 2026-10-28
Central Pacific Bank - Trust Division
DECREASED
Shares3,264 from 3,796
Change-532 (-14%)
Value$3.1M (-$1.4M)
Filed 2026-10-06
Azzad Asset Management Inc
INCREASED
Shares3,243 from 3,217
Change+26 (+1%)
Value$3.1M (-$696.7K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares3,234 from 3,242
Change-8 (0%)
Value$3.1M (-$734.8K)
Filed 2026-11-04
Vigilare Wealth Management
DECREASED
Shares3,231 from 3,495
Change-264 (-8%)
Value$3.1M (-$1.0M)
Filed 2026-10-29
Orrstown Financial Services Inc
INCREASED
Shares3,221 from 3,112
Change+109 (+4%)
Value$3.1M (-$594.6K)
Filed 2026-10-14
Calamos Wealth Management LLC
INCREASED
Shares3,212 from 3,102
Change+110 (+4%)
Value$3.1M (-$591.7K)
Filed 2026-11-02
Leonteq Securities AG
INCREASED
Shares3,150 from 1,915
Change+1,235 (+64%)
Value$3.0M (+$744.2K)
Filed 2026-10-29
Meridian Investment Counsel Inc.
INCREASED
Shares3,141 from 3,115
Change+26 (+1%)
Value$3.0M (-$674.2K)
Filed 2026-10-14
Altfest L J & Co Inc
DECREASED
Shares3,115 from 4,900
Change-1,785 (-36%)
Value$3.0M (-$2.8M)
Filed 2026-10-27
Taylor Frigon Capital Management LLC
DECREASED
Shares3,094 from 3,147
Change-53 (-2%)
Value$2.9M (-$756.5K)
Filed 2026-10-23
Convergence Financial, LLC
DECREASED
Shares3,082 from 6,369
Change-3,287 (-52%)
Value$2.9M (-$4.6M)
Filed 2026-10-27
Parisi Gray Wealth Management
INCREASED
Shares3,067 from 2,947
Change+120 (+4%)
Value$2.9M (-$547.0K)
Filed 2026-10-16
Sterling Investment Counsel, LLC
INCREASED
Shares3,055 from 3,036
Change+19 (+1%)
Value$2.9M (-$663.1K)
Filed 2026-10-19
Confluence Wealth Services, Inc.
DECREASED
Shares3,041 from 4,067
Change-1,026 (-25%)
Value$2.9M (-$1.9M)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares3,011 from 3,018
Change-7 (0%)
Value$2.9M (-$683.7K)
Filed 2026-10-22
Strategy Asset Managers LLC
INCREASED
Shares2,998 from 2,961
Change+37 (+1%)
Value$2.8M (-$629.6K)
Filed 2026-10-14
Trust Co of Vermont
INCREASED
Shares2,976 from 2,690
Change+286 (+11%)
Value$2.8M (-$331.7K)
Filed 2026-10-21
Klingman & Associates, LLC
INCREASED
Shares2,971 from 2,608
Change+363 (+14%)
Value$2.8M (-$240.1K)
Filed 2026-10-20
Busey Bank
INCREASED
Shares2,946 from 2,933
Change+13 (+0%)
Value$2.8M (-$645.7K)
Filed 2026-10-26
John G Ullman & Associates Inc
DECREASED
Shares2,927 from 3,197
Change-270 (-8%)
Value$2.8M (-$973.9K)
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED
Shares2,915 from 2,896
Change+19 (+1%)
Value$2.8M (-$631.7K)
Filed 2026-10-05
Vivid Wealth Management, LLC
DECREASED
Shares2,912 from 2,956
Change-44 (-1%)
Value$2.8M (-$705.1K)
Filed 2026-10-27
HBW Advisory Services LLC
DECREASED
Shares2,907 from 3,670
Change-763 (-21%)
Value$2.8M (-$1.5M)
Filed 2026-10-15
Perpetual Ltd
DECREASED
Shares2,898 from 27,140
Change-24,242 (-89%)
Value$2.8M (-$29.1M)
Filed 2026-10-13
Fairfield Financial Advisors, LTD
INCREASED
Shares2,896 from 2,342
Change+554 (+24%)
Value$2.8M (+$547)
Filed 2026-10-14
Chicago Trust Co NA
INCREASED
Shares2,856 from 2,295
Change+561 (+24%)
Value$2.7M (+$18.3K)
Filed 2026-10-28
Patten Group, Inc.
DECREASED
Shares2,852 from 4,182
Change-1,330 (-32%)
Value$2.7M (-$2.2M)
Filed 2026-10-26
Patton Fund Management, Inc.
DECREASED
Shares2,847 from 4,141
Change-1,294 (-31%)
Value$2.7M (-$2.2M)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares2,819 from 2,579
Change+240 (+9%)
Value$2.7M (-$351.2K)
Filed 2026-11-04
Apella Capital, LLC
INCREASED
Shares2,795 from 1,870
Change+925 (+49%)
Value$2.8M (+$773.0K)
Filed 2026-10-08
Physicians Financial Services, Inc.
INCREASED
Shares2,793 from 2,678
Change+115 (+4%)
Value$2.7M (-$491.0K)
Filed 2026-11-04
Jamison Private Wealth Management, Inc.
INCREASED
Shares2,779 from 2,217
Change+562 (+25%)
Value$2.6M (+$37.5K)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares2,754 from 2,694
Change+60 (+2%)
Value$2.6M (-$547.4K)
Filed 2026-10-27
Timothy G. Youngquist 2020 Irrevocable Trust
INCREASED
Shares2,751 from 1,996
Change+755 (+38%)
Value$2.6M (+$269.8K)
Filed 2026-10-13
Salem Investment Counselors Inc
INCREASED
Shares2,747 from 2,739
Change+8 (+0%)
Value$2.6M (-$608.3K)
Filed 2026-10-13
Essex LLC
DECREASED
Shares2,739 from 2,748
Change-9 (0%)
Value$2.6M (-$625.1K)
Filed 2026-10-14
Principle Wealth Partners LLC
INCREASED
Shares2,729 from 2,572
Change+157 (+6%)
Value$2.6M (-$427.5K)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED
Shares2,712 from 2,657
Change+55 (+2%)
Value$2.6M (-$543.9K)
Filed 2026-10-21
Altman Advisors, Inc.
INCREASED
Shares2,707 from 2,690
Change+17 (+1%)
Value$2.6M (-$587.4K)
Filed 2026-11-05
Ascentis Independent Advisors
INCREASED
Shares2,663 from 11
Change+2,652 (+24109%)
Value$2.5M (+$2.5M)
Filed 2026-11-03
Guardian Investment Management
UNCHANGED
Shares2,663 from 2,663
Change0 (0%)
Value$2.5M (-$597.3K)
Filed 2026-10-23
Focused Wealth Management, Inc
DECREASED
Shares2,661 from 2,701
Change-40 (-1%)
Value$2.5M (-$643.9K)
Filed 2026-10-30
NWF Advisory Services Inc.
INCREASED
Shares2,644 from 2,391
Change+253 (+11%)
Value$2.5M (-$296.2K)
Filed 2026-10-19
Harold Davidson & Associates Inc.
NEW
Shares2,640
Change+2,640
Value$2.5M
Filed 2026-10-29
Roman Butler Fullerton & Co
DECREASED
Shares2,636 from 2,979
Change-343 (-12%)
Value$2.4M (-$711.0K)
Filed 2026-10-27
Washington Trust Co
INCREASED
Shares2,631 from 2,436
Change+195 (+8%)
Value$2.5M (-$361.2K)
Filed 2026-10-22
Slow Capital, Inc.
INCREASED
Shares2,630 from 2,414
Change+216 (+9%)
Value$2.5M (-$336.5K)
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares2,616 from 1,110
Change+1,506 (+136%)
Value$2.5M (+$1.2M)
Filed 2026-10-13
Matisse Capital
UNCHANGED
Shares2,613 from 2,613
Change0 (0%)
Value$2.5M (-$586.3K)
Filed 2026-10-29
Avestar Capital, LLC
DECREASED
Shares2,602 from 2,670
Change-68 (-3%)
Value$2.5M (-$663.3K)
Filed 2026-10-28
Armstrong Henry H Associates Inc
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$2.5M (-$583.4K)
Filed 2026-10-07
Retirement Guys Formula LLC
INCREASED
Shares2,592 from 2,407
Change+185 (+8%)
Value$2.5M (-$365.0K)
Filed 2026-10-26
Oakmont Investment Advisors, Inc.
INCREASED
Shares2,588 from 2,443
Change+145 (+6%)
Value$2.5M (-$410.3K)
Filed 2026-10-21
Philadelphia Trust Co
UNCHANGED
Shares2,586 from 2,586
Change0 (0%)
Value$2.5M (-$580.0K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares2,578 from 2,522
Change+56 (+2%)
Value$2.5M (-$512.5K)
Filed 2026-10-02
Sky Investment Group LLC
INCREASED
Shares2,557 from 2,430
Change+127 (+5%)
Value$2.4M (-$424.4K)
Filed 2026-10-30
Formuepleje A/S
INCREASED
Shares2,556 from 1,685
Change+871 (+52%)
Value$2.4M (+$449.8K)
Filed 2026-10-15
Deltec Asset Management LLC
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$2.4M (-$572.1K)
Filed 2026-10-26
MCF Advisors LLC
DECREASED
Shares2,536 from 2,649
Change-113 (-4%)
Value$2.4M (-$703.4K)
Filed 2026-10-28
Melfa Wealth Management, Inc.
DECREASED
Shares2,531 from 2,548
Change-17 (-1%)
Value$2.4M (-$587.9K)
Filed 2026-11-06
Cigna Investments Inc
DECREASED
Shares2,524 from 2,552
Change-28 (-1%)
Value$2.4M (-$599.0K)
Filed 2026-10-19
Nations Financial Group Inc,
DECREASED
Shares2,507 from 4,196
Change-1,689 (-40%)
Value$2.4M (-$2.5M)
Filed 2026-11-05
SAX Wealth Advisors, LLC
INCREASED
Shares2,505 from 1,251
Change+1,254 (+100%)
Value$2.4M (+$1.3M)
Filed 2026-10-13
Weinberger Asset Management, Inc
INCREASED
Shares2,501 from 2,499
Change+2 (+0%)
Value$2.4M (-$97.6K)
Filed 2026-10-28
LFG Wealth Partners, LLC
INCREASED
Shares2,488 from 2,382
Change+106 (+4%)
Value$2.4M (-$434.0K)
Filed 2026-10-28
Stanley-Laman Group, Ltd.
INCREASED
Shares2,488 from 2,484
Change+4 (+0%)
Value$2.4M (-$553.5K)
Filed 2026-10-20
Rhodes Investment Advisors Inc
DECREASED
Shares2,465 from 2,473
Change-8 (0%)
Value$2.3M (-$562.5K)
Filed 2026-10-07
Guardian Asset Advisors, LLC
DECREASED
Shares2,460 from 2,492
Change-32 (-1%)
Value$2.3M (-$589.6K)
Filed 2026-10-16
Indivisible Partners
INCREASED
Shares2,458 from 1,025
Change+1,433 (+140%)
Value$2.3M (+$1.1M)
Filed 2026-10-26
Atlas Brown,Inc.
DECREASED
Shares2,452 from 2,457
Change-5 (0%)
Value$2.3M (-$556.5K)
Filed 2026-10-09
FSM Wealth Advisors, LLC
DECREASED
Shares2,450 from 2,563
Change-113 (-4%)
Value$2.4M (-$563.5K)
Filed 2026-10-27
PW Nova Financial Services LLC
DECREASED
Shares2,447 from 2,792
Change-345 (-12%)
Value$2.3M (-$954.4K)
Filed 2026-10-15
Joel Isaacson & Co., LLC
INCREASED
Shares2,444 from 2,349
Change+95 (+4%)
Value$2.3M (-$436.7K)
Filed 2026-11-05
Profund Advisors LLC
DECREASED
Shares2,411 from 2,776
Change-365 (-13%)
Value$2.3M (-$969.8K)
Filed 2026-10-29
Catalyst Financial Partners LLC
INCREASED
Shares2,411 from 2,399
Change+12 (+1%)
Value$2.3M (-$526.9K)
Filed 2026-11-06
Global Assets Advisory, LLC
DECREASED
Shares2,405 from 2,461
Change-56 (-2%)
Value$2.4M (-$415.9K)
Filed 2026-10-28
KCM Investment Advisors LLC
INCREASED
Shares2,392 from 1,551
Change+841 (+54%)
Value$2.3M (+$451.5K)
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares2,391 from 2,356
Change+35 (+1%)
Value$2.3M (-$495.5K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,383 from 2,576
Change-193 (-7%)
Value$2.3M (-$760.7K)
Filed 2026-11-03
Moody National Bank Trust Division
DECREASED
Shares2,381 from 3,270
Change-889 (-27%)
Value$2.3M (-$1.6M)
Filed 2026-10-06
Verus Capital Partners, LLC
INCREASED
Shares2,379 from 2,089
Change+290 (+14%)
Value$2.3M (-$192.3K)
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares2,371 from 2,389
Change-18 (-1%)
Value$2.3M (-$553.1K)
Filed 2026-10-13
Grandview Asset Management LLC
DECREASED
Shares2,370 from 2,922
Change-552 (-19%)
Value$2.3M (-$1.2M)
Filed 2026-10-19
Chung Wu Investment Group, LLC
DECREASED
Shares2,361 from 2,451
Change-90 (-4%)
Value$2.2M (-$635.5K)
Filed 2026-11-03
Consilium Wealth Advisory, LLC
DECREASED
Shares2,360 from 2,665
Change-305 (-11%)
Value$2.2M (-$888.7K)
Filed 2026-10-14
Rockline Wealth Management, LLC
NEW
Shares2,357
Change+2,357
Value$2.2M
Filed 2026-10-26
Fiduciary Alliance LLC
DECREASED
Shares2,352 from 2,428
Change-76 (-3%)
Value$2.2M (-$617.1K)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED
Shares2,345 from 2,397
Change-52 (-2%)
Value$2.2M (-$587.5K)
Filed 2026-10-14
Processus Wealth & Capital Management, LLC
INCREASED
Shares2,342 from 2,297
Change+45 (+2%)
Value$2.2M (-$472.6K)
Filed 2026-10-16
Woodard & Co Asset Management Group Inc
NEW
Shares2,341
Change+2,341
Value$2.2M
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$2.2M (-$525.0K)
Filed 2026-10-23
Modera Wealth Management, LLC
INCREASED
Shares2,339 from 2,279
Change+60 (+3%)
Value$2.2M (-$453.6K)
Filed 2026-10-28
Oak Thistle LLC
NEW
Shares2,338
Change+2,338
Value$2.2M
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares2,337 from 3,150
Change-813 (-26%)
Value$2.2M (-$1.5M)
Filed 2026-10-15
Wincap Financial LLC
INCREASED
Shares2,336 from 2,212
Change+124 (+6%)
Value$2.2M (-$378.5K)
Filed 2026-10-20
Cadent Capital Advisors, LLC
INCREASED
Shares2,332 from 2,140
Change+192 (+9%)
Value$2.2M (-$297.6K)
Filed 2026-10-09
Guidance Capital, Inc
DECREASED
Shares2,322 from 2,335
Change-13 (-1%)
Value$2.0M (-$417.4K)
Filed 2026-11-03
71 West Capital Partners
INCREASED
Shares2,309 from 2,231
Change+78 (+4%)
Value$2.2M (-$426.4K)
Filed 2026-11-04
Wellington Shields Capital Management, LLC
DECREASED
Shares2,300 from 5,434
Change-3,134 (-58%)
Value$2.2M (-$4.2M)
Filed 2026-11-03
Wellington Shields & Co., LLC
DECREASED
Shares2,300 from 3,214
Change-914 (-28%)
Value$2.2M (-$1.6M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$2.2M (-$516.1K)
Filed 2026-11-03
Knuff & Co LLC
UNCHANGED
Shares2,283 from 2,283
Change0 (0%)
Value$2.2M (-$512.2K)
Filed 2026-11-06
Silverleafe Capital Partners, LLC
DECREASED
Shares2,278 from 2,441
Change-163 (-7%)
Value$2.2M (-$702.6K)
Filed 2026-10-02
Slocum, Gordon & Co LLP
DECREASED
Shares2,273 from 2,291
Change-18 (-1%)
Value$2.2M (-$531.1K)
Filed 2026-10-19
Mystic Asset Management, Inc.
INCREASED
Shares2,266 from 2,211
Change+55 (+2%)
Value$2.2M (-$443.8K)
Filed 2026-10-15
Argyle Capital Management, LLC
DECREASED
Shares2,257 from 2,281
Change-24 (-1%)
Value$2.1M (-$534.6K)
Filed 2026-10-28
FCG Investment Co
INCREASED
Shares2,252 from 2,063
Change+189 (+9%)
Value$2.1M (-$283.3K)
Filed 2026-10-13
International Private Wealth Advisors LLC
INCREASED
Shares2,250 from 1,452
Change+798 (+55%)
Value$2.1M (+$432.7K)
Filed 2026-11-05
Thayer Partners, LLC / MA
INCREASED
Shares2,250 from 2,019
Change+231 (+11%)
Value$2.1M (-$233.3K)
Filed 2026-11-06
Granite Islands Private Wealth, LLC
INCREASED
Shares2,241 from 190
Change+2,051 (+1079%)
Value$2.1M (+$1.9M)
Filed 2026-10-16
Realta Investment Advisors
INCREASED
Shares2,238 from 2,188
Change+50 (+2%)
Value$2.1M (-$443.4K)
Filed 2026-10-14
First National Trust Co
INCREASED
Shares2,232 from 2,089
Change+143 (+7%)
Value$2.1M (-$332.8K)
Filed 2026-10-28
Perennial Advisors, LLC
INCREASED
Shares2,231 from 1,687
Change+544 (+32%)
Value$2.1M (+$138.5K)
Filed 2026-10-13
Andrew Hill Investment Advisors, Inc.
DECREASED
Shares2,228 from 4,823
Change-2,595 (-54%)
Value$2.1M (-$3.5M)
Filed 2026-10-22
Moran Wealth Management, LLC
INCREASED
Shares2,224 from 2,201
Change+23 (+1%)
Value$2.1M (-$472.0K)
Filed 2026-10-22
VAN Strum & Towne Inc.
DECREASED
Shares2,224 from 2,229
Change-5 (0%)
Value$2.1M (-$504.9K)
Filed 2026-11-06
DDD Partners, LLC
INCREASED
Shares2,223 from 582
Change+1,641 (+282%)
Value$2.1M (+$1.4M)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED
Shares2,219 from 1,327
Change+892 (+67%)
Value$2.1M (+$549.9K)
Filed 2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED
Shares2,212 from 2,305
Change-93 (-4%)
Value$2.1M (-$605.3K)
Filed 2026-11-04
Penobscot Investment Management Company, Inc.
INCREASED
Shares2,209 from 1,467
Change+742 (+51%)
Value$2.1M (+$376.0K)
Filed 2026-10-26
Ignite Planners, LLC
INCREASED
Shares2,204 from 1,926
Change+278 (+14%)
Value$2.1M (-$163.6K)
Filed 2026-10-14
Parsons Capital Management Inc
INCREASED
Shares2,195 from 2,112
Change+83 (+4%)
Value$2.1M (-$395.0K)
Filed 2026-10-28
Premier Path Wealth Partners, LLC
INCREASED
Shares2,194 from 2,145
Change+49 (+2%)
Value$2.1M (-$435.0K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
DECREASED
Shares2,187 from 2,209
Change-22 (-1%)
Value$2.1M (-$516.5K)
Filed 2026-10-22
Investors Asset Management of Georgia Inc
DECREASED
Shares2,185 from 2,192
Change-7 (0%)
Value$2.1M (-$498.5K)
Filed 2026-10-20
Cardinal Point Capital Management ULC
INCREASED
Shares2,181 from 1,967
Change+214 (+11%)
Value$2.1M (-$237.8K)
Filed 2026-10-21
Curated Wealth Partners LLC
INCREASED
Shares2,180 from 971
Change+1,209 (+125%)
Value$2.1M (+$931.3K)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
INCREASED
Shares2,180 from 2,134
Change+46 (+2%)
Value$2.1M (-$435.1K)
Filed 2026-10-16
Invera Wealth Advisors, LLC
INCREASED
Shares2,161 from 2,022
Change+139 (+7%)
Value$2.1M (-$321.6K)
Filed 2026-10-28
Veracity Capital LLC
DECREASED
Shares2,156 from 2,165
Change-9 (0%)
Value$2.0M (-$493.7K)
Filed 2026-10-08
Kanawha Capital Management LLC
INCREASED
Shares2,155 from 2,143
Change+12 (+1%)
Value$2.0M (-$469.4K)
Filed 2026-10-19
Formidable Asset Management, LLC
INCREASED
Shares2,149 from 1,956
Change+193 (+10%)
Value$2.4M (+$495.5K)
Filed 2026-11-03
Schear Investment Advisers, LLC
DECREASED
Shares2,139 from 11,998
Change-9,859 (-82%)
Value$2.0M (-$12.1M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,139 from 1,769
Change+370 (+21%)
Value$2.0M (-$44.4K)
Filed 2026-10-14
Whalen Wealth Management Inc.
DECREASED
Shares2,134 from 2,807
Change-673 (-24%)
Value$2.0M (-$1.3M)
Filed 2026-10-08
Thompson Davis & Co., Inc.
UNCHANGED
Shares2,119 from 2,119
Change0 (0%)
Value$2.0M (-$475.4K)
Filed 2026-11-05
Weaver Capital Management LLC
INCREASED
Shares2,117 from 1,034
Change+1,083 (+105%)
Value$2.0M (+$1.1M)
Filed 2026-10-15
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares2,117 from 2,117
Change0 (0%)
Value$2.0M (-$475.0K)
Filed 2026-10-13
Vann Equity Management LLC
DECREASED
Shares2,100 from 2,423
Change-323 (-13%)
Value$2.0M (-$851.0K)
Filed 2026-10-08
PDS Planning, Inc
INCREASED
Shares2,100 from 2,076
Change+24 (+1%)
Value$2.0M (-$443.0K)
Filed 2026-11-03
Beacon Bank & Trust
DECREASED
Shares2,100 from 2,102
Change-2 (0%)
Value$2.0M (-$473.5K)
Filed 2026-10-27
Parcion Private Wealth LLC
INCREASED
Shares2,095 from 1,919
Change+176 (+9%)
Value$2.0M (-$263.3K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares2,080 from 1,939
Change+141 (+7%)
Value$2.0M (-$300.9K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
DECREASED
Shares2,079 from 2,088
Change-9 (0%)
Value$2.0M (-$477.0K)
Filed 2026-11-06
Plancorp, LLC
INCREASED
Shares2,072 from 1,704
Change+368 (+22%)
Value$1.8M (+$1.1K)
Filed 2026-11-03
Freedom Day Solutions, LLC
NEW
Shares2,054
Change+2,054
Value$2.0M
Filed 2026-10-20
Avantax Planning Partners, Inc.
INCREASED
Shares2,045 from 1,679
Change+366 (+22%)
Value$1.9M (-$28.8K)
Filed 2026-11-03
Howard Capital Management, LLC
DECREASED
Shares2,040 from 2,059
Change-19 (-1%)
Value$1.9M (-$480.0K)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares2,035 from 1,992
Change+43 (+2%)
Value$1.9M (-$406.1K)
Filed 2026-10-29
Lakeside Advisors, Inc.
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$1.9M (-$454.4K)
Filed 2026-10-20
Hall Laurie J Trustee
DECREASED
Shares2,019 from 2,064
Change-45 (-2%)
Value$1.9M (-$505.9K)
Filed 2026-10-06
Cullinan Associates Inc
INCREASED
Shares2,008 from 1,200
Change+808 (+67%)
Value$1.9M (+$498.8K)
Filed 2026-11-03
Viking Fund Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$1.9M (-$448.7K)
Filed 2026-10-14
Arthur M. Cohen & Associates, LLC
INCREASED
Shares1,998 from 1,814
Change+184 (+10%)
Value$1.9M (-$232.1K)
Filed 2026-10-26
Global Trust Asset Management, LLC
INCREASED
Shares1,998 from 1,924
Change+74 (+4%)
Value$1.9M (-$361.3K)
Filed 2026-10-19
Synergy Asset Management, LLC
INCREASED
Shares1,995 from 1,623
Change+372 (+23%)
Value$1.9M (-$10.6K)
Filed 2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares1,994 from 2,283
Change-289 (-13%)
Value$1.9M (-$787.5K)
Filed 2026-10-09
Sanders Morris Harris LLC
INCREASED
Shares1,992 from 324
Change+1,668 (+515%)
Value$1.9M (+$1.5M)
Filed 2026-10-14
Fortune 45 LLC
INCREASED
Shares1,986 from 1,477
Change+509 (+34%)
Value$1.9M (+$152.4K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares1,978 from 1,936
Change+42 (+2%)
Value$1.9M (-$394.4K)
Filed 2026-10-30
Connecticut Wealth Management, LLC
DECREASED
Shares1,978 from 1,979
Change-1 (0%)
Value$1.9M (-$445.1K)
Filed 2026-10-13
Sentry LLC
UNCHANGED
Shares1,977 from 1,977
Change0 (0%)
Value$1.9M (-$443.6K)
Filed 2026-10-30
Regatta Capital Group, LLC
INCREASED
Shares1,975 from 1,747
Change+228 (+13%)
Value$1.9M (-$175.3K)
Filed 2026-10-23
Cordatus Wealth Management LLC
DECREASED
Shares1,966 from 1,990
Change-24 (-1%)
Value$1.9M (-$469.3K)
Filed 2026-10-19
Investment Research & Advisory Group, Inc.
DECREASED
Shares1,961 from 2,061
Change-100 (-5%)
Value$1.9M (-$559.1K)
Filed 2026-10-19
Shaker Investments LLC
INCREASED
Shares1,956 from 1,954
Change+2 (+0%)
Value$1.9M (-$436.5K)
Filed 2026-11-05
Community Bank of Raymore
UNCHANGED
Shares1,956 from 1,956
Change0 (0%)
Value$1.9M (-$438.9K)
Filed 2026-10-23
Chickasaw Capital Management LLC
DECREASED
Shares1,948 from 2,152
Change-204 (-9%)
Value$1.9M (+$1.8M)
Filed 2026-10-08
GC Wealth Management RIA, LLC
INCREASED
Shares1,944 from 1,392
Change+552 (+40%)
Value$1.8M (+$212.3K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
DECREASED
Shares1,942 from 2,420
Change-478 (-20%)
Value$2.0M (-$746.4K)
Filed 2026-10-09
Goodman Advisory Group, LLC
INCREASED
Shares1,942 from 1,597
Change+345 (+22%)
Value$1.8M (-$30.4K)
Filed 2026-11-02
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares1,939 from 2,017
Change-78 (-4%)
Value$1.8M (-$526.7K)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares1,938 from 1,629
Change+309 (+19%)
Value$1.8M (-$70.1K)
Filed 2026-10-15
Alta Advisers Ltd
INCREASED
Shares1,936 from 1,042
Change+894 (+86%)
Value$1.8M (+$615.9K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares1,931 from 1,931
Change0 (0%)
Value$1.8M (-$433.7K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares1,930 from 1,952
Change-22 (-1%)
Value$1.8M (-$458.7K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares1,922 from 1,878
Change+44 (+2%)
Value$1.8M (-$379.5K)
Filed 2026-10-23
Wynn Capital, LLC
DECREASED
Shares1,921 from 2,013
Change-92 (-5%)
Value$1.8M (-$539.1K)
Filed 2026-10-13
Everett Harris & Co
INCREASED
Shares1,920 from 1,917
Change+3 (+0%)
Value$1.8M (-$427.4K)
Filed 2026-10-28
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares1,914 from 1,891
Change+23 (+1%)
Value$1.8M (-$402.7K)
Filed 2026-11-04
Lighthouse Financial LLC
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$1.8M (-$428.5K)
Filed 2026-10-23
BIP Wealth, LLC
DECREASED
Shares1,903 from 1,982
Change-79 (-4%)
Value$1.8M (-$520.3K)
Filed 2026-10-22
KRS Capital Management, LLC
INCREASED
Shares1,895 from 1,882
Change+13 (+1%)
Value$1.8M (-$409.9K)
Filed 2026-10-16
Stenger Family Office, LLC
INCREASED
Shares1,894 from 1,183
Change+711 (+60%)
Value$1.9M (+$511.5K)
Filed 2026-10-22
Woodstock Corp
DECREASED
Shares1,883 from 2,402
Change-519 (-22%)
Value$1.8M (-$1.0M)
Filed 2026-10-13
Mccarter Private Wealth Services LLC
DECREASED
Shares1,875 from 1,908
Change-33 (-2%)
Value$1.8M (-$459.5K)
Filed 2026-10-22
Park Edge Advisors, LLC
DECREASED
Shares1,872 from 1,937
Change-65 (-3%)
Value$1.8M (-$496.4K)
Filed 2026-10-28
Portside Wealth Group, LLC
DECREASED
Shares1,869 from 1,980
Change-111 (-6%)
Value$1.8M (-$549.8K)
Filed 2026-10-20
Purkiss Capital Advisors LLC
INCREASED
Shares1,869 from 1,862
Change+7 (+0%)
Value$1.8M (-$410.7K)
Filed 2026-11-06
Wolverine Asset Management LLC
INCREASED
Shares1,855 from 1,476
Change+379 (+26%)
Value$1.8M (+$29.1K)
Filed 2026-11-02
Darden Wealth Group Inc
DECREASED
Shares1,850 from 1,917
Change-67 (-3%)
Value$1.8M (-$493.8K)
Filed 2026-11-06
Aries Wealth Management
UNCHANGED
Shares1,849 from 1,849
Change0 (0%)
Value$1.8M (-$414.9K)
Filed 2026-10-23
Wealth Effects LLC
INCREASED
Shares1,847 from 1,780
Change+67 (+4%)
Value$1.8M (-$335.7K)
Filed 2026-10-23
Clarus Wealth Advisors
NEW
Shares1,843
Change+1,843
Value$1.9M
Filed 2026-10-13
Trust Point Inc.
INCREASED
Shares1,842 from 1,480
Change+362 (+24%)
Value$1.8M (+$12.0K)
Filed 2026-10-27
Portus Wealth Advisors, LLC
INCREASED
Shares1,831 from 1,790
Change+41 (+2%)
Value$1.7M (-$362.5K)
Filed 2026-10-13
SYM Financial Corp
INCREASED
Shares1,830 from 1,748
Change+82 (+5%)
Value$1.7M (-$314.4K)
Filed 2026-10-26
Toth Financial Advisory Corp
INCREASED
Shares1,825 from 1,801
Change+24 (+1%)
Value$1.7M (-$381.3K)
Filed 2026-10-08
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares1,822 from 1,822
Change0 (0%)
Value$1.7M (-$408.8K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,819 from 1,808
Change+11 (+1%)
Value$1.7M (-$395.2K)
Filed 2026-10-27
Stableford Capital II LLC
INCREASED
Shares1,810 from 1,412
Change+398 (+28%)
Value$1.7M (+$61.5K)
Filed 2026-10-09
Lebenthal Global Advisors, LLC
INCREASED
Shares1,804 from 292
Change+1,512 (+518%)
Value$1.7M (+$1.4M)
Filed 2026-10-28
Harvey Investment Co LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$1.7M (-$404.0K)
Filed 2026-10-20
Platform Technology Partners
INCREASED
Shares1,797 from 1,652
Change+145 (+9%)
Value$1.7M (-$232.7K)
Filed 2026-11-02
Dutch Asset Corp
INCREASED
Shares1,783 from 1,453
Change+330 (+23%)
Value$1.7M (-$12.4K)
Filed 2026-10-20
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares1,783 from 1,783
Change0 (0%)
Value$1.7M (-$400.1K)
Filed 2026-11-02
KMG Fiduciary Partners, LLC
DECREASED
Shares1,780 from 1,794
Change-14 (-1%)
Value$1.7M (-$415.8K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares1,778 from 1,778
Change0 (0%)
Value$2.1M ($0)
Filed 2026-10-26
Bison Wealth, LLC
INCREASED
Shares1,777 from 1,517
Change+260 (+17%)
Value$1.8M (+$23.7K)
Filed 2026-10-13
NTV Asset Management LLC
INCREASED
Shares1,758 from 1,757
Change+1 (+0%)
Value$1.7M (-$393.3K)
Filed 2026-10-23
DLK Investment Management, LLC
DECREASED
Shares1,756 from 1,884
Change-128 (-7%)
Value$1.7M (+$1.3M)
Filed 2026-10-09
Moneco Advisors, LLC
INCREASED
Shares1,755 from 1,653
Change+102 (+6%)
Value$1.7M (-$273.3K)
Filed 2026-11-05
Ibex Wealth Advisors
DECREASED
Shares1,749 from 1,810
Change-61 (-3%)
Value$1.7M (-$464.8K)
Filed 2026-11-06
Independence Bank of Kentucky
INCREASED
Shares1,737 from 1,685
Change+52 (+3%)
Value$1.7M (-$328.6K)
Filed 2026-10-26
Landmark Wealth Management, LLC
UNCHANGED
Shares1,733 from 1,733
Change0 (0%)
Value$1.6M (-$388.8K)
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
DECREASED
Shares1,729 from 1,802
Change-73 (-4%)
Value$1.6M (-$473.6K)
Filed 2026-11-02
TBH Global Asset Management, LLC
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$1.6M (-$386.1K)
Filed 2026-11-03
New Wave Wealth Advisors LLC
INCREASED
Shares1,717 from 1,680
Change+37 (+2%)
Value$1.7M (-$250.7K)
Filed 2026-10-19
Urban Wealth Management, LLC
INCREASED
Shares1,712 from 1,059
Change+653 (+62%)
Value$1.6M (+$383.1K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares1,709 from 1,397
Change+312 (+22%)
Value$1.6M (-$16.9K)
Filed 2026-10-07
Interchange Capital Partners, LLC
DECREASED
Shares1,706 from 1,737
Change-31 (-2%)
Value$1.6M (-$412.6K)
Filed 2026-10-28
Mainstream Capital Management LLC
INCREASED
Shares1,705 from 1,619
Change+86 (+5%)
Value$1.6M (-$281.5K)
Filed 2026-10-23
Stablepoint Partners, LLC
DECREASED
Shares1,701 from 1,838
Change-137 (-7%)
Value$1.6M (-$542.5K)
Filed 2026-11-03
Mitsubishi UFJ Asset Management (UK) Ltd.
NEW
Shares1,700
Change+1,700
Value$1.6M
Filed 2026-10-22
Constitution Capital LLC
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$1.6M (-$380.8K)
Filed 2026-10-23
Kennedy Investment Group, Inc.
INCREASED
Shares1,693 from 1,368
Change+325 (+24%)
Value$1.6M (+$2.1K)
Filed 2026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,685 from 1,724
Change-39 (-2%)
Value$1.6M (-$423.9K)
Filed 2026-11-02
EPG Wealth Management LLC
INCREASED
Shares1,684 from 1,487
Change+197 (+13%)
Value$1.6M (-$147.3K)
Filed 2026-11-03
Anchyra Partners LLC
INCREASED
Shares1,678 from 1,585
Change+93 (+6%)
Value$1.6M (-$267.2K)
Filed 2026-10-13
Washington Trust Advisors, Inc.
DECREASED
Shares1,671 from 1,904
Change-233 (-12%)
Value$1.6M (-$649.0K)
Filed 2026-10-22
Shepherd Street Advisors LLC
DECREASED
Shares1,668 from 1,670
Change-2 (0%)
Value$1.7M (-$86.4K)
Filed 2026-10-21
Myriad Asset Management Advisors LLC
NEW
Shares1,664
Change+1,664
Value$1.6M
Filed 2026-11-03
Form Wealth Advisors, LLC
DECREASED
Shares1,663 from 1,679
Change-16 (-1%)
Value$1.6M (-$391.9K)
Filed 2026-10-13
Westwind Capital
INCREASED
Shares1,650 from 1,591
Change+59 (+4%)
Value$1.6M (+$1.6M)
Filed 2026-10-08
AMG National Trust Bank
DECREASED
Shares1,650 from 1,673
Change-23 (-1%)
Value$1.6M (-$397.2K)
Filed 2026-11-05
Greenspring Advisors, LLC
DECREASED
Shares1,645 from 1,705
Change-60 (-4%)
Value$1.6M (-$439.2K)
Filed 2026-11-05
Advisor OS, LLC
INCREASED
Shares1,642 from 1,391
Change+251 (+18%)
Value$1.6M (-$74.3K)
Filed 2026-11-03
Caldwell Trust Co
INCREASED
Shares1,638 from 1,400
Change+238 (+17%)
Value$1.6M (-$87.9K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED
Shares1,634 from 1,479
Change+155 (+10%)
Value$1.6M (-$184.5K)
Filed 2026-10-08
Forum Financial Management, LP
DECREASED
Shares1,632 from 1,769
Change-137 (-8%)
Value$1.6M (-$526.9K)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
DECREASED
Shares1,630 from 1,659
Change-29 (-2%)
Value$1.5M (-$399.8K)
Filed 2026-10-07
Hager Investment Management Services, LLC
DECREASED
Shares1,626 from 1,659
Change-33 (-2%)
Value$1.5M (-$403.5K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares1,620 from 1,548
Change+72 (+5%)
Value$1.5M (-$278.7K)
Filed 2026-11-02
Cove Private Wealth, LLC
INCREASED
Shares1,620 from 1,567
Change+53 (+3%)
Value$1.5M (-$301.2K)
Filed 2026-10-28
Sheets Smith Wealth Management
INCREASED
Shares1,618 from 1,615
Change+3 (+0%)
Value$1.5M (-$359.5K)
Filed 2026-10-16
Victory Financial Group, LLC
INCREASED
Shares1,617 from 1,558
Change+59 (+4%)
Value$1.5M (-$293.5K)
Filed 2026-10-27
Parrish Capital LLC
INCREASED
Shares1,616 from 1,593
Change+23 (+1%)
Value$1.5M (-$335.6K)
Filed 2026-10-01
Howard Financial Services, Ltd.
INCREASED
Shares1,608 from 1,563
Change+45 (+3%)
Value$1.5M (-$307.9K)
Filed 2026-10-15
Hunter Associates Investment Management LLC
DECREASED
Shares1,608 from 1,618
Change-10 (-1%)
Value$1.5M (-$374.0K)
Filed 2026-10-26
Curbstone Financial Management Corp
DECREASED
Shares1,606 from 1,668
Change-62 (-4%)
Value$1.5M (-$433.2K)
Filed 2026-10-21
Monarch Capital Management Inc
DECREASED
Shares1,605 from 1,710
Change-105 (-6%)
Value$1.5M (-$484.1K)
Filed 2026-10-19
Davis Investment Partners, LLC
DECREASED
Shares1,596 from 2,002
Change-406 (-20%)
Value$1.5M (-$835.9K)
Filed 2026-11-05
Sippican Capital Advisors
DECREASED
Shares1,595 from 1,654
Change-59 (-4%)
Value$1.5M (-$427.2K)
Filed 2026-10-23
Money Concepts Capital Corp
INCREASED
Shares1,591 from 1,564
Change+27 (+2%)
Value$1.5M (-$325.1K)
Filed 2026-11-06
Breakwater Capital Group
DECREASED
Shares1,590 from 1,743
Change-153 (-9%)
Value$1.5M (-$536.5K)
Filed 2026-10-09
Legacy Private Trust Co.
INCREASED
Shares1,585 from 1,280
Change+305 (+24%)
Value$1.5M (+$2.7K)
Filed 2026-10-06
NBT Bank, N.A.
DECREASED
Shares1,567 from 1,584
Change-17 (-1%)
Value$1.5M (-$371.6K)
Filed 2026-10-21
Wealthstar Advisors, LLC
DECREASED
Shares1,564 from 1,801
Change-237 (-13%)
Value$1.5M (-$629.4K)
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares1,550 from 1,236
Change+314 (+25%)
Value$1.5M (+$21.1K)
Filed 2026-11-04
Financial Enhancement Group LLC
DECREASED
Shares1,550 from 1,561
Change-11 (-1%)
Value$1.5M (-$288.5K)
Filed 2026-10-08
Wright Investors Service Inc
UNCHANGED
Shares1,542 from 1,542
Change0 (0%)
Value$1.5M (-$346.0K)
Filed 2026-11-02
Traphagen Investment Advisors LLC
INCREASED
Shares1,538 from 1,517
Change+21 (+1%)
Value$1.5M (-$320.6K)
Filed 2026-10-14
Wealth Group, Ltd.
DECREASED
Shares1,536 from 2,678
Change-1,142 (-43%)
Value$1.5M (-$1.7M)
Filed 2026-10-30
MBL Wealth, LLC
INCREASED
Shares1,534 from 1,121
Change+413 (+37%)
Value$1.5M (+$141.0K)
Filed 2026-10-22
Cohen Capital Management, Inc.
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$1.5M (-$343.3K)
Filed 2026-10-14
Diversified Enterprises, LLC
INCREASED
Shares1,524 from 1,280
Change+244 (+19%)
Value$1.4M (-$55.3K)
Filed 2026-10-19
Csenge Advisory Group
DECREASED
Shares1,523 from 1,756
Change-233 (-13%)
Value$1.4M (-$615.5K)
Filed 2026-11-04
Bingham Private Wealth, LLC
DECREASED
Shares1,515 from 1,528
Change-13 (-1%)
Value$1.4M (-$355.2K)
Filed 2026-11-05
MTM Investment Management, LLC
DECREASED
Shares1,507 from 1,532
Change-25 (-2%)
Value$1.4M (-$367.5K)
Filed 2026-10-30
Aprio Wealth Management, LLC
INCREASED
Shares1,500 from 1,274
Change+226 (+18%)
Value$1.4M (-$71.0K)
Filed 2026-10-28
Washington Trust Bank
INCREASED
Shares1,489 from 249
Change+1,240 (+498%)
Value$1.4M (+$1.1M)
Filed 2026-11-03
Rydar Equities, Inc.
INCREASED
Shares1,489 from 1,445
Change+44 (+3%)
Value$1.5M (-$101.7K)
Filed 2026-10-13
Zions Bancorporation, National Association
DECREASED
Shares1,488 from 3,959
Change-2,471 (-62%)
Value$1.4M (-$3.2M)
Filed 2026-11-06
Shepherd Financial Partners LLC
INCREASED
Shares1,482 from 1,311
Change+171 (+13%)
Value$1.4M (-$132.4K)
Filed 2026-11-03
Old Port Advisors
INCREASED
Shares1,482 from 1,471
Change+11 (+1%)
Value$1.4M (-$319.6K)
Filed 2026-10-23
Missouri Trust & Investment Co
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$1.4M (-$58.7K)
Filed 2026-11-04
Financial Security Advisor, Inc.
INCREASED
Shares1,474 from 1,045
Change+429 (+41%)
Value$1.4M (+$173.0K)
Filed 2026-11-03
Traynor Capital Management, Inc.
INCREASED
Shares1,472 from 1,188
Change+284 (+24%)
Value$1.4M (+$3.9K)
Filed 2026-10-29
Victrix Investment Advisors
INCREASED
Shares1,470 from 1,285
Change+185 (+14%)
Value$1.4M (-$112.5K)
Filed 2026-10-13
Swiss RE LTD
INCREASED
Shares1,466 from 891
Change+575 (+65%)
Value$1.4M (+$346.6K)
Filed 2026-11-06
Sawyer & Company, Inc
DECREASED
Shares1,464 from 1,489
Change-25 (-2%)
Value$1.4M (-$357.9K)
Filed 2026-10-21
Summit Global Investments
NEW
Shares1,463
Change+1,463
Value$1.4M
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,463 from 1,388
Change+75 (+5%)
Value$1.4M (-$240.1K)
Filed 2026-11-02
Lineweaver Wealth Advisors, LLC
DECREASED
Shares1,461 from 1,514
Change-53 (-3%)
Value$1.4M (-$391.1K)
Filed 2026-10-13
First United Bank & Trust
INCREASED
Shares1,460 from 1,413
Change+47 (+3%)
Value$1.4M (-$272.4K)
Filed 2026-10-22
Masterinvest Kapitalanlage GmbH
DECREASED
Shares1,459 from 2,173
Change-714 (-33%)
Value$1.4M (-$1.2M)
Filed 2026-11-03
Aviso Wealth Management
INCREASED
Shares1,456 from 675
Change+781 (+116%)
Value$1.4M (+$590.8K)
Filed 2026-11-04
Elevatus Welath Management
INCREASED
Shares1,452 from 775
Change+677 (+87%)
Value$1.4M (+$470.3K)
Filed 2026-10-19
BankChampaign, National Association
DECREASED
Shares1,452 from 1,570
Change-118 (-8%)
Value$1.4M (-$464.4K)
Filed 2026-10-19
Acorn Financial Advisory Services Inc
INCREASED
Shares1,448 from 1,358
Change+90 (+7%)
Value$1.4M (-$218.8K)
Filed 2026-11-02
Values First Advisors, Inc.
DECREASED
Shares1,447 from 1,961
Change-514 (-26%)
Value$1.4M (-$927.8K)
Filed 2026-10-23
Pathway Wealth Management LLC
DECREASED
Shares1,445 from 1,505
Change-60 (-4%)
Value$1.4M (-$394.7K)
Filed 2026-10-19
Lewis Asset Management, LLC
INCREASED
Shares1,432 from 1,078
Change+354 (+33%)
Value$1.4M (+$94.6K)
Filed 2026-10-14
Garrett Wealth Advisory Group, LLC
INCREASED
Shares1,429 from 1,389
Change+40 (+3%)
Value$1.4M (-$273.6K)
Filed 2026-10-22
Kathmere Capital Management, LLC
DECREASED
Shares1,417 from 1,435
Change-18 (-1%)
Value$1.3M (-$339.4K)
Filed 2026-10-20
PFC Capital Group, Inc.
INCREASED
Shares1,411 from 1,231
Change+180 (+15%)
Value$1.3M (-$104.9K)
Filed 2026-11-06
Crystal Rock Capital Management
DECREASED
Shares1,400 from 1,550
Change-150 (-10%)
Value$1.3M (-$490.3K)
Filed 2026-10-28
Focus Financial Network, Inc.
INCREASED
Shares1,389 from 1,264
Change+125 (+10%)
Value$1.3M (-$165.5K)
Filed 2026-10-14
Argonautica Private Wealth Management, Inc
DECREASED
Shares1,379 from 1,387
Change-8 (-1%)
Value$1.3M (-$318.8K)
Filed 2026-11-02
Harbour Capital Advisors, LLC
INCREASED
Shares1,378 from 841
Change+537 (+64%)
Value$1.3M (+$391.8K)
Filed 2026-10-13
Kimelman & Baird, LLC
UNCHANGED
Shares1,378 from 1,378
Change0 (0%)
Value$1.3M (-$309.2K)
Filed 2026-11-03
Weaver Consulting Group
INCREASED
Shares1,377 from 1,367
Change+10 (+1%)
Value$1.3M (-$297.3K)
Filed 2026-10-07
Rakuten Securities, Inc.
DECREASED
Shares1,375 from 1,394
Change-19 (-1%)
Value$1.3M (-$330.8K)
Filed 2026-11-02
Capital Square, LLC
DECREASED
Shares1,373 from 1,561
Change-188 (-12%)
Value$1.3M (-$398.9K)
Filed 2026-10-19
Lantz Financial LLC
DECREASED
Shares1,367 from 1,420
Change-53 (-4%)
Value$1.3M (-$369.0K)
Filed 2026-10-15
Hengehold Capital Management LLC
INCREASED
Shares1,359 from 1,213
Change+146 (+12%)
Value$1.3M (-$133.4K)
Filed 2026-10-16
RVW Wealth, LLC
DECREASED
Shares1,356 from 2,332
Change-976 (-42%)
Value$1.3M (-$1.5M)
Filed 2026-10-06
Avalon Capital Management
DECREASED
Shares1,350 from 2,113
Change-763 (-36%)
Value$1.3M (-$1.2M)
Filed 2026-11-04
Family Legacy Financial Solutions, LLC
INCREASED
Shares1,347 from 499
Change+848 (+170%)
Value$1.3M (+$694.3K)
Filed 2026-10-07
Adirondack Trust Co
INCREASED
Shares1,344 from 1,333
Change+11 (+1%)
Value$1.3M (-$288.6K)
Filed 2026-10-14
Accredited Investors Inc.
INCREASED
Shares1,343 from 1,320
Change+23 (+2%)
Value$1.3M (-$274.8K)
Filed 2026-11-03
Cooper Financial Group
DECREASED
Shares1,341 from 1,391
Change-50 (-4%)
Value$1.3M (-$359.6K)
Filed 2026-10-07
Fragasso Financial Advisors Inc
INCREASED
Shares1,335 from 606
Change+729 (+120%)
Value$1.3M (+$629.2K)
Filed 2026-10-13
Howland Capital Management LLC
INCREASED
Shares1,335 from 1,325
Change+10 (+1%)
Value$1.3M (-$288.5K)
Filed 2026-10-22
Ashton Thomas Securities, LLC
DECREASED
Shares1,322 from 1,633
Change-311 (-19%)
Value$1.3M (-$740.8K)
Filed 2026-10-26
Claro Advisors Inc.
INCREASED
Shares1,302 from 1,064
Change+238 (+22%)
Value$1.2M (-$12.5K)
Filed 2026-11-02
Archford Capital Strategies, LLC
INCREASED
Shares1,299 from 1,224
Change+75 (+6%)
Value$1.2M (-$203.3K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares1,287 from 1,161
Change+126 (+11%)
Value$1.2M (-$141.1K)
Filed 2026-10-16
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$1.2M (-$288.3K)
Filed 2026-10-28
Providence First Trust Co
DECREASED
Shares1,276 from 1,972
Change-696 (-35%)
Value$1.2M (-$1.1M)
Filed 2026-11-02
Visionary Wealth Advisors
INCREASED
Shares1,276 from 1,167
Change+109 (+9%)
Value$1.2M (-$158.3K)
Filed 2026-11-04
AdvisorNet Financial, Inc
DECREASED
Shares1,265 from 2,489
Change-1,224 (-49%)
Value$1.2M (-$1.7M)
Filed 2026-10-15
Personal CFO Solutions, LLC
DECREASED
Shares1,265 from 1,889
Change-624 (-33%)
Value$1.2M (-$1.0M)
Filed 2026-11-06
Northside Capital Management, LLC
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$1.2M (-$283.2K)
Filed 2026-10-13
Westover Capital Advisors, LLC
INCREASED
Shares1,260 from 1,165
Change+95 (+8%)
Value$1.2M (-$171.1K)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares1,252 from 1,045
Change+207 (+20%)
Value$1.2M (-$37.7K)
Filed 2026-10-21
Wiregrass Investment Management LLC
DECREASED
Shares1,244 from 1,259
Change-15 (-1%)
Value$1.2M (-$296.5K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,230 from 1,034
Change+196 (+19%)
Value$1.2M (-$42.6K)
Filed 2026-10-13
Accurate Wealth Management, LLC
INCREASED
Shares1,230 from 1,154
Change+76 (+7%)
Value$1.2M (-$24.6K)
Filed 2026-10-20
First Horizon Corp
INCREASED
Shares1,228 from 919
Change+309 (+34%)
Value$1.2M (+$87.5K)
Filed 2026-10-26
Founders Financial Securities LLC
INCREASED
Shares1,227 from 1,113
Change+114 (+10%)
Value$1.2M (-$141.4K)
Filed 2026-10-28
Enclave Advisors LLC
DECREASED
Shares1,218 from 1,241
Change-23 (-2%)
Value$1.2M (-$300.3K)
Filed 2026-10-14
First Bank & Trust
INCREASED
Shares1,211 from 1,195
Change+16 (+1%)
Value$1.2M (-$252.9K)
Filed 2026-10-19
China Universal Asset Management Co., Ltd.
DECREASED
Shares1,209 from 1,916
Change-707 (-37%)
Value$1.2M (-$1.1M)
Filed 2026-10-28
Conning Inc.
DECREASED
Shares1,208 from 1,232
Change-24 (-2%)
Value$1.1M (-$299.2K)
Filed 2026-10-27
McAdam, LLC
INCREASED
Shares1,203 from 1,117
Change+86 (+8%)
Value$1.1M (-$168.6K)
Filed 2026-10-21
Allegheny Financial Group
DECREASED
Shares1,203 from 1,205
Change-2 (0%)
Value$1.1M (-$272.4K)
Filed 2026-11-05
Paradigm Asset Management Co LLC
DECREASED
Shares1,200 from 1,896
Change-696 (-37%)
Value$1.1M (-$1.1M)
Filed 2026-11-05
Legacy Advisors, LLC
DECREASED
Shares1,200 from 1,271
Change-71 (-6%)
Value$1.1M (-$353.3K)
Filed 2026-10-19
Meridian Management Co
DECREASED
Shares1,200 from 1,209
Change-9 (-1%)
Value$1.1M (-$279.8K)
Filed 2026-11-06
Total Clarity Wealth Management, Inc.
INCREASED
Shares1,197 from 722
Change+475 (+66%)
Value$1.1M (+$289.6K)
Filed 2026-10-26
Bath Savings Trust Co
DECREASED
Shares1,193 from 1,204
Change-11 (-1%)
Value$1.1M (-$280.4K)
Filed 2026-10-07
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,191 from 1,360
Change-169 (-12%)
Value$1.1M (-$466.4K)
Filed 2026-10-28
BAR Harbor Wealth Management
INCREASED
Shares1,189 from 1,092
Change+97 (+9%)
Value$1.1M (-$152.8K)
Filed 2026-10-21
Carnegie Lake Advisors LLC
UNCHANGED
Shares1,188 from 1,188
Change0 (0%)
Value$1.1M (-$266.6K)
Filed 2026-11-06
Waterway Wealth Management, LLC
INCREASED
Shares1,186 from 1,144
Change+42 (+4%)
Value$1.1M (-$217.5K)
Filed 2026-10-28
High Net Worth Advisory Group LLC
INCREASED
Shares1,173 from 1,072
Change+101 (+9%)
Value$1.1M (-$145.4K)
Filed 2026-10-26
Jacobi Capital Management LLC
DECREASED
Shares1,173 from 1,251
Change-78 (-6%)
Value$1.1M (-$354.6K)
Filed 2026-11-05
Mindset Wealth Management, LLC
INCREASED
Shares1,165 from 1,164
Change+1 (+0%)
Value$1.1M (-$259.9K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,162 from 1,134
Change+28 (+2%)
Value$1.1M (-$227.5K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
INCREASED
Shares1,162 from 1,159
Change+3 (+0%)
Value$1.1M (-$257.2K)
Filed 2026-10-09
Grant Private Wealth Management Inc
INCREASED
Shares1,149 from 193
Change+956 (+495%)
Value$1.1M (+$865.4K)
Filed 2026-10-19
Ballast, Inc.
INCREASED
Shares1,145 from 885
Change+260 (+29%)
Value$1.1M (+$48.6K)
Filed 2026-10-20
Walker Asset Management, LLC
INCREASED
Shares1,145 from 1,045
Change+100 (+10%)
Value$1.1M (-$139.4K)
Filed 2026-10-13
Quantum Financial Partners LLC
INCREASED
Shares1,140 from 1,072
Change+68 (+6%)
Value$1.1M (-$175.9K)
Filed 2026-10-19
Elyxium Wealth, LLC
INCREASED
Shares1,138 from 1,128
Change+10 (+1%)
Value$1.1M (-$243.6K)
Filed 2026-10-27
Trust Co of Toledo NA
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$1.1M (-$255.3K)
Filed 2026-10-16
First Bancorp, Inc
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$1.1M (-$255.3K)
Filed 2026-10-26
Capital Advisors Wealth Management, LLC
DECREASED
Shares1,130 from 1,164
Change-34 (-3%)
Value$1.1M (-$293.3K)
Filed 2026-10-09
Clearstead Trust, LLC
INCREASED
Shares1,127 from 1,091
Change+36 (+3%)
Value$1.1M (-$210.5K)
Filed 2026-11-06
Worth Asset Management, LLC
INCREASED
Shares1,126 from 882
Change+244 (+28%)
Value$1.1M (+$34.0K)
Filed 2026-10-07
Valley Brook Capital Group, Inc.
INCREASED
Shares1,123 from 1,108
Change+15 (+1%)
Value$1.1M (-$234.3K)
Filed 2026-10-26
XXI Wealth, LLC
INCREASED
Shares1,118 from 417
Change+701 (+168%)
Value$1.1M (+$572.7K)
Filed 2026-10-22
Aspiriant, LLC
INCREASED
Shares1,118 from 1,083
Change+35 (+3%)
Value$1.1M (-$209.7K)
Filed 2026-10-16
Gibbs Wealth Management
INCREASED
Shares1,116 from 829
Change+287 (+35%)
Value$1.1M (+$86.8K)
Filed 2026-10-22
Crew Capital Management, Ltd
INCREASED
Shares1,114 from 944
Change+170 (+18%)
Value$1.1M (-$50.2K)
Filed 2026-10-28
Blue Fin Capital, Inc.
INCREASED
Shares1,112 from 959
Change+153 (+16%)
Value$1.1M (-$69.7K)
Filed 2026-10-28
Procyon Advisors, LLC
INCREASED
Shares1,112 from 1,100
Change+12 (+1%)
Value$1.1M (-$234.7K)
Filed 2026-10-21
Annex Advisory Services, LLC
DECREASED
Shares1,111 from 1,199
Change-88 (-7%)
Value$1.1M (-$352.5K)
Filed 2026-10-16
Compass Wealth Management, LLC
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$1.1M (-$249.3K)
Filed 2026-10-30
Spectrum Strategic Capital Management, LLC
INCREASED
Shares1,105 from 979
Change+126 (+13%)
Value$1.1M (-$99.9K)
Filed 2026-10-22
William Blair Investment Management, LLC
UNCHANGED
Shares1,101 from 1,101
Change0 (0%)
Value$1.0M (-$247.0K)
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,100 from 1,004
Change+96 (+10%)
Value$696.4K (-$150.0K)
Filed 2026-11-04
Cambridge Financial Group, LLC
UNCHANGED
Shares1,097 from 1,097
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-06
Riverbend Wealth Management, LLC
INCREASED
Shares1,096 from 1,077
Change+19 (+2%)
Value$1.0M (-$223.4K)
Filed 2026-10-15
American State Bank (Iowa)
INCREASED
Shares1,096 from 1,094
Change+2 (+0%)
Value$1.0M (-$243.6K)
Filed 2026-11-03
Great Lakes Retirement, Inc.
INCREASED
Shares1,093 from 473
Change+620 (+131%)
Value$1.0M (+$482.8K)
Filed 2026-10-26
Souders Financial Advisors
DECREASED
Shares1,092 from 1,214
Change-122 (-10%)
Value$1.0M (-$388.6K)
Filed 2026-11-03
KG Capital Management
DECREASED
Shares1,092 from 1,102
Change-10 (-1%)
Value$1.0M (-$256.8K)
Filed 2026-10-15
Bourgeon Capital Management LLC
INCREASED
Shares1,091 from 1,058
Change+33 (+3%)
Value$1.0M (-$206.0K)
Filed 2026-10-19
Avity Investment Management Inc.
INCREASED
Shares1,084 from 945
Change+139 (+15%)
Value$1.0M (-$79.9K)
Filed 2026-10-09
Welch Group, LLC
INCREASED
Shares1,082 from 778
Change+304 (+39%)
Value$1.0M (+$114.4K)
Filed 2026-10-29
Strategic Advisors LLC
INCREASED
Shares1,082 from 995
Change+87 (+9%)
Value$1.0M (-$141.3K)
Filed 2026-10-13
Vertrix Wealth Management, LLC
INCREASED
Shares1,081 from 751
Change+330 (+44%)
Value$1.0M (+$145.0K)
Filed 2026-10-13
Fulcrum Equity Management
INCREASED
Shares1,078 from 1,007
Change+71 (+7%)
Value$1.0M (-$158.5K)
Filed 2026-10-21
Fagan Associates, Inc.
INCREASED
Shares1,077 from 1,061
Change+16 (+2%)
Value$1.0M (-$222.8K)
Filed 2026-10-13
Herold Advisors, Inc.
INCREASED
Shares1,075 from 916
Change+159 (+17%)
Value$1.0M (-$53.0K)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
INCREASED
Shares1,072 from 1,058
Change+14 (+1%)
Value$1.0M (-$224.0K)
Filed 2026-10-23
Marks Group Wealth Management, Inc
DECREASED
Shares1,071 from 1,085
Change-14 (-1%)
Value$1.0M (-$256.7K)
Filed 2026-11-05
Costello Asset Management, Inc
INCREASED
Shares1,068 from 1,038
Change+30 (+3%)
Value$1.0M (-$204.4K)
Filed 2026-10-30
Clear Harbor Asset Management, LLC
INCREASED
Shares1,067 from 964
Change+103 (+11%)
Value$1.0M (-$118.4K)
Filed 2026-11-05
Wealth Management Partners, LLC
INCREASED
Shares1,067 from 1,021
Change+46 (+5%)
Value$1.0M (-$185.4K)
Filed 2026-10-21
Childress Capital Advisors, LLC
INCREASED
Shares1,067 from 1,031
Change+36 (+3%)
Value$1.0M (-$197.0K)
Filed 2026-10-28
Silverberg Bernstein Capital Management LLC
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$1.0M (-$239.2K)
Filed 2026-10-13
Community Financial Services Group, LLC
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$1.1M (-$156.3K)
Filed 2026-10-15
LexAurum Advisors, LLC
DECREASED
Shares1,063 from 1,077
Change-14 (-1%)
Value$1.0M (-$255.0K)
Filed 2026-10-19
Focus Wealth Advisors, LLC
DECREASED
Shares1,058 from 1,069
Change-11 (-1%)
Value$1.0M (-$250.3K)
Filed 2026-10-14
Bank of New Hampshire
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$1.0M (-$237.4K)
Filed 2026-10-06
Magnus Financial Group LLC
DECREASED
Shares1,057 from 1,144
Change-87 (-8%)
Value$1.0M (-$340.3K)
Filed 2026-10-21
Accuvest Global Advisors
INCREASED
Shares1,054 from 840
Change+214 (+25%)
Value$1.0M (+$15.0K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED
Shares1,052 from 1,045
Change+7 (+1%)
Value$1.0M (-$227.7K)
Filed 2026-10-14
Key FInancial Inc
DECREASED
Shares1,048 from 1,075
Change-27 (-3%)
Value$996.1K (-$266.9K)
Filed 2026-11-02
Lmcg Investments, LLC
DECREASED
Shares1,046 from 1,071
Change-25 (-2%)
Value$994.2K (-$264.1K)
Filed 2026-10-21
World Equity Group, Inc.
INCREASED
Shares1,037 from 676
Change+361 (+53%)
Value$1.0M (+$215.2K)
Filed 2026-10-14
Schuylkill Financial LLC
INCREASED
Shares1,036 from 1,029
Change+7 (+1%)
Value$984.8K (-$223.9K)
Filed 2026-10-21
Silverlake Wealth Management LLC
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$984.6K (-$232.3K)
Filed 2026-10-21
Nordwand Advisors, LLC
INCREASED
Shares1,035 from 1,005
Change+30 (+3%)
Value$983.8K (-$197.0K)
Filed 2026-11-05
Intelligence Driven Advisers, LLC
DECREASED
Shares1,033 from 1,064
Change-31 (-3%)
Value$981.9K (-$268.2K)
Filed 2026-10-09
GS Investments, Inc.
INCREASED
Shares1,030 from 5
Change+1,025 (+20500%)
Value$979.0K (+$973.1K)
Filed 2026-11-05
Corps Capital Advisors, LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$977.1K (-$230.7K)
Filed 2026-11-05
Kaizen Financial Strategies
INCREASED
Shares1,020 from 1,003
Change+17 (+2%)
Value$969.4K (-$168.1K)
Filed 2026-10-09
Buttonwood Financial Advisors Inc.
DECREASED
Shares1,018 from 1,035
Change-17 (-2%)
Value$967.3K (-$248.3K)
Filed 2026-10-13
Certuity, LLC
INCREASED
Shares1,017 from 1,005
Change+12 (+1%)
Value$967.6K (-$189.2K)
Filed 2026-11-02
Smith Salley Wealth Management
INCREASED
Shares1,012 from 633
Change+379 (+60%)
Value$962.3K (+$218.1K)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares1,011 from 816
Change+195 (+24%)
Value$961.1K (+$2.3K)
Filed 2026-10-26
Regent Peak Wealth Advisors LLC
DECREASED
Shares1,011 from 1,100
Change-89 (-8%)
Value$960.9K (-$331.4K)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares1,009 from 1,014
Change-5 (0%)
Value$959.3K (-$232.0K)
Filed 2026-11-02
Monte Financial Group, LLC
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$957.1K (-$40.1K)
Filed 2026-11-02
Cullen Investment Group, Ltd.
INCREASED
Shares1,006 from 990
Change+16 (+2%)
Value$1.0M (-$160.0K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares1,000 from 946
Change+54 (+6%)
Value$950.6K (-$160.9K)
Filed 2026-10-16
Symmetry Partners, LLC
INCREASED
Shares997 from 937
Change+60 (+6%)
Value$948.0K (-$153.3K)
Filed 2026-10-27
Mission Financial Group, LLC
INCREASED
Shares996 from 993
Change+3 (+0%)
Value$946.5K (-$219.5K)
Filed 2026-10-21
Taylor Financial Group, Inc.
DECREASED
Shares994 from 1,105
Change-111 (-10%)
Value$944.8K (-$353.4K)
Filed 2026-11-02
Carret Asset Management, LLC
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$943.9K (-$222.8K)
Filed 2026-11-04
Aspen Investment Management Inc
INCREASED
Shares990 from 859
Change+131 (+15%)
Value$941.0K (+$940.0K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares988 from 1,256
Change-268 (-21%)
Value$939.1K (-$536.3K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares988 from 1,018
Change-30 (-3%)
Value$939.4K (-$256.9K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
INCREASED
Shares987 from 896
Change+91 (+10%)
Value$938.1K (-$115.0K)
Filed 2026-10-30
Enterprise Financial Services Corp
INCREASED
Shares987 from 968
Change+19 (+2%)
Value$938.1K (-$199.1K)
Filed 2026-11-03
Partners in Financial Planning
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$936.5K (-$220.7K)
Filed 2026-11-06
Novem Group
INCREASED
Shares984 from 972
Change+12 (+1%)
Value$935.3K (-$206.7K)
Filed 2026-10-19
Boston Trust Walden Corp
DECREASED
Shares981 from 994
Change-13 (-1%)
Value$932.4K (-$235.4K)
Filed 2026-10-30
Byrne Asset Management LLC
INCREASED
Shares980 from 970
Change+10 (+1%)
Value$967.7K (-$171.9K)
Filed 2026-10-06
Tcfg Investment Advisors, LLC
INCREASED
Shares979 from 944
Change+35 (+4%)
Value$930.5K (-$178.5K)
Filed 2026-10-20
Dudley Capital Management, LLC
DECREASED
Shares973 from 993
Change-20 (-2%)
Value$924.9K (-$241.8K)
Filed 2026-10-23
TrueWealth Advisors, LLC
DECREASED
Shares972 from 1,099
Change-127 (-12%)
Value$924.0K (-$367.3K)
Filed 2026-10-09
Adirondack Capital Advisors, LLC
INCREASED
Shares970 from 967
Change+3 (+0%)
Value$922.0K (-$214.1K)
Filed 2026-10-09
JB Capital LLC
INCREASED
Shares969 from 944
Change+25 (+3%)
Value$921.1K (-$187.8K)
Filed 2026-10-19
TCI Wealth Advisors, Inc.
INCREASED
Shares965 from 960
Change+5 (+1%)
Value$917.3K (-$210.6K)
Filed 2026-10-30
Chapin Davis, Inc.
DECREASED
Shares962 from 981
Change-19 (-2%)
Value$914.7K (-$238.2K)
Filed 2026-10-09
Essex Bank
DECREASED
Shares961 from 1,061
Change-100 (-9%)
Value$913.4K (-$333.1K)
Filed 2026-10-16
XML Financial, LLC
DECREASED
Shares960 from 1,311
Change-351 (-27%)
Value$912.5K (-$627.8K)
Filed 2026-10-29
Hanson & Doremus Investment Management
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$912.0K (-$216.0K)
Filed 2026-10-16
Nilsine Partners, LLC
INCREASED
Shares955 from 930
Change+25 (+3%)
Value$907.7K (-$184.9K)
Filed 2026-11-02
Exchange Bank
DECREASED
Shares954 from 956
Change-2 (0%)
Value$906.8K (-$216.4K)
Filed 2026-10-07
Thompson Siegel & Walmsley LLC
INCREASED
Shares952 from 903
Change+49 (+5%)
Value$905.0K (-$156.0K)
Filed 2026-11-05
LVW Advisors, LLC
DECREASED
Shares950 from 1,158
Change-208 (-18%)
Value$903.0K (-$457.5K)
Filed 2026-10-19
Orser Capital Management, LLC
NEW
Shares949
Change+949
Value$902.0K
Filed 2026-10-13
Caitong International Asset Management Co., Ltd
DECREASED
Shares945 from 2,486
Change-1,541 (-62%)
Value$898.2K (-$2.0M)
Filed 2026-10-29
Miramontes Capital, LLC
INCREASED
Shares945 from 817
Change+128 (+16%)
Value$898.2K (-$61.6K)
Filed 2026-10-19
Presilium Private Wealth, LLC
INCREASED
Shares944 from 860
Change+84 (+10%)
Value$897.4K (-$113.2K)
Filed 2026-10-26
Atticus Wealth Management, LLC
DECREASED
Shares935 from 966
Change-31 (-3%)
Value$888.4K (-$245.9K)
Filed 2026-10-20
SVB Wealth LLC
DECREASED
Shares930 from 1,016
Change-86 (-8%)
Value$884.1K (-$309.7K)
Filed 2026-11-06
Axiom Investment Management LLC
DECREASED
Shares929 from 996
Change-67 (-7%)
Value$883.0K (-$287.4K)
Filed 2026-11-03
Guardian Financial Partners, LLC
INCREASED
Shares927 from 739
Change+188 (+25%)
Value$880.7K (+$12.4K)
Filed 2026-11-04
Yoffe Investment Management, LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$875.4K (-$206.6K)
Filed 2026-11-02
Smith Group Asset Management, LLC
DECREASED
Shares919 from 967
Change-48 (-5%)
Value$873.5K (-$262.6K)
Filed 2026-10-27
Abel Hall, LLC
DECREASED
Shares919 from 921
Change-2 (0%)
Value$873.5K (-$208.5K)
Filed 2026-10-19
Van Cleef Asset Management,Inc
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$873.5K (-$206.2K)
Filed 2026-10-20
Moller Wealth Partners
DECREASED
Shares918 from 948
Change-30 (-3%)
Value$872.6K (-$241.2K)
Filed 2026-10-15
Center for Financial Planning, Inc.
INCREASED
Shares917 from 879
Change+38 (+4%)
Value$871.6K (-$161.1K)
Filed 2026-10-26
Investment Partners, Ltd.
INCREASED
Shares916 from 358
Change+558 (+156%)
Value$871.8K (+$450.9K)
Filed 2026-10-29
Alpine Bank Wealth Management
INCREASED
Shares914 from 679
Change+235 (+35%)
Value$868.7K (+$71.0K)
Filed 2026-10-16
New Covenant Trust Company, N.A.
INCREASED
Shares912 from 719
Change+193 (+27%)
Value$866.8K (+$22.1K)
Filed 2026-10-08
Clear Wave Wealth Management LLC
INCREASED
Shares912 from 736
Change+176 (+24%)
Value$866.8K (+$2.2K)
Filed 2026-11-04
IronOak Wealth Llc.
NEW
Shares911
Change+911
Value$865.7K
Filed 2026-11-06
1900 Wealth Management LLC
INCREASED
Shares908 from 596
Change+312 (+52%)
Value$863.0K (+$162.8K)
Filed 2026-10-13
Midland Wealth Advisors, LLC
INCREASED
Shares908 from 617
Change+291 (+47%)
Value$863.0K (+$138.2K)
Filed 2026-10-26
Independent Investors Inc
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$862.1K (-$203.5K)
Filed 2026-10-30
FAI Advisors, Inc.
DECREASED
Shares906 from 909
Change-3 (0%)
Value$861.1K (-$206.8K)
Filed 2026-10-27
Oslo Pensjonsforsikring AS
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$860.2K (-$203.1K)
Filed 2026-10-15
North Star Investment Management Corp.
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$858.3K (-$202.6K)
Filed 2026-10-27
Pittenger & Anderson Inc
INCREASED
Shares900 from 603
Change+297 (+49%)
Value$855.4K (+$147.0K)
Filed 2026-11-02
Triad Wealth Partners, LLC
INCREASED
Shares900 from 872
Change+28 (+3%)
Value$855.5K (-$22.6K)
Filed 2026-10-26
Promethium Advisors,llc
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$855.4K (-$202.4K)
Filed 2026-10-19
AdviceOne Advisory Services, LLC
INCREASED
Shares898 from 794
Change+104 (+13%)
Value$853.6K (-$78.9K)
Filed 2026-10-19
Searle & Co.
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$851.6K (-$201.0K)
Filed 2026-11-04
Tompkins Financial Corp
DECREASED
Shares895 from 914
Change-19 (-2%)
Value$850.7K (-$223.1K)
Filed 2026-10-05
QTR Family Wealth, LLC
DECREASED
Shares893 from 955
Change-62 (-6%)
Value$848.3K (-$273.1K)
Filed 2026-11-02
Montag A & Associates Inc
DECREASED
Shares893 from 942
Change-49 (-5%)
Value$849.2K (-$258.0K)
Filed 2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED
Shares882 from 914
Change-32 (-3%)
Value$838.4K (-$235.5K)
Filed 2026-10-20
Ninety One UK Ltd
NEW
Shares881
Change+881
Value$837.4K
Filed 2026-10-15
CWC Advisors, Llc.
DECREASED
Shares880 from 901
Change-21 (-2%)
Value$836.4K (-$222.1K)
Filed 2026-10-15
Smith Shellnut Wilson LLC
DECREASED
Shares875 from 980
Change-105 (-11%)
Value$831.7K (-$319.7K)
Filed 2026-10-21
Worth Financial Advisory Group, LLC
INCREASED
Shares872 from 790
Change+82 (+10%)
Value$828.8K (-$99.3K)
Filed 2026-10-19
Mechanics Bank Trust Department
DECREASED
Shares871 from 882
Change-11 (-1%)
Value$827.9K (-$208.4K)
Filed 2026-10-13
Kaufman Rossin Wealth, LLC
DECREASED
Shares870 from 895
Change-25 (-3%)
Value$827.3K (-$135.5K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares869 from 886
Change-17 (-2%)
Value$826.3K (-$215.0K)
Filed 2026-10-08
Golden Reserve Retirement LLC
INCREASED
Shares866 from 371
Change+495 (+133%)
Value$822.8K (+$386.9K)
Filed 2026-11-02
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares865 from 825
Change+40 (+5%)
Value$822.2K (-$147.5K)
Filed 2026-10-19
Journey Advisory Group, LLC
INCREASED
Shares864 from 805
Change+59 (+7%)
Value$821.2K (-$124.6K)
Filed 2026-11-04
Shah Wealth Advisors, LLC
INCREASED
Shares861 from 847
Change+14 (+2%)
Value$818.7K (-$176.4K)
Filed 2026-11-06
Legacy Wealth Management, LLC / MS
DECREASED
Shares856 from 884
Change-28 (-3%)
Value$813.9K (-$225.0K)
Filed 2026-10-30
Income Insurance Ltd
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$813.6K (-$192.1K)
Filed 2026-10-21
Lantern Wealth Advisors, LLC
INCREASED
Shares852 from 632
Change+220 (+35%)
Value$809.8K (+$67.3K)
Filed 2026-10-22
Plan A Wealth LLC
DECREASED
Shares849 from 907
Change-58 (-6%)
Value$807.0K (-$258.6K)
Filed 2026-10-08
Beaumont Financial Advisors, LLC
INCREASED
Shares849 from 821
Change+28 (+3%)
Value$807.1K (-$157.6K)
Filed 2026-10-22
Aire Advisors, LLC
DECREASED
Shares849 from 855
Change-6 (-1%)
Value$806.7K (-$197.4K)
Filed 2026-10-22
Peterson Wealth Management
INCREASED
Shares848 from 799
Change+49 (+6%)
Value$805.7K (-$133.2K)
Filed 2026-11-06
M.E. Allison & Co., Inc.
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$804.3K (-$189.8K)
Filed 2026-10-09
Crescent Grove Advisors, LLC
INCREASED
Shares840 from 572
Change+268 (+47%)
Value$798.8K (+$126.0K)
Filed 2026-10-21
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares840 from 981
Change-141 (-14%)
Value$798.4K (-$354.6K)
Filed 2026-11-02
Stonehearth Capital Management, LLC
INCREASED
Shares840 from 700
Change+140 (+20%)
Value$798.4K (-$24.0K)
Filed 2026-10-13
Alchemi Wealth, LLC
DECREASED
Shares840 from 843
Change-3 (0%)
Value$798.4K (-$192.0K)
Filed 2026-11-04
First Interstate Bank
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$798.4K (-$188.5K)
Filed 2026-10-23
Continuum Wealth Advisors, LLC
DECREASED
Shares837 from 1,071
Change-234 (-22%)
Value$795.6K (-$462.7K)
Filed 2026-10-20
Legacy Financial Strategies, LLC
INCREASED
Shares837 from 719
Change+118 (+16%)
Value$795.2K (-$49.5K)
Filed 2026-10-15
Uniting Wealth Partners, LLC
DECREASED
Shares837 from 867
Change-30 (-3%)
Value$796.0K (-$223.6K)
Filed 2026-11-06
Excalibur Management Corp
DECREASED
Shares837 from 853
Change-16 (-2%)
Value$795.6K (-$206.6K)
Filed 2026-11-02
Bahl & Gaynor LLC
INCREASED
Shares835 from 829
Change+6 (+1%)
Value$793.7K (-$180.3K)
Filed 2026-11-05
Howard Capital Management Group, LLC
DECREASED
Shares834 from 1,033
Change-199 (-19%)
Value$792.7K (-$420.9K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
DECREASED
Shares832 from 845
Change-13 (-2%)
Value$790.8K (-$201.9K)
Filed 2026-10-28
Boyd Watterson Asset Management LLC
DECREASED
Shares831 from 863
Change-32 (-4%)
Value$789.9K (-$224.0K)
Filed 2026-11-06
Acropolis Investment Management, LLC
DECREASED
Shares828 from 834
Change-6 (-1%)
Value$787.0K (-$192.8K)
Filed 2026-10-08
Arrow Financial Corp
UNCHANGED
Shares827 from 827
Change0 (0%)
Value$786.1K (-$185.6K)
Filed 2026-10-26
Duncker Streett & Co Inc
INCREASED
Shares823 from 776
Change+47 (+6%)
Value$782.3K (-$129.4K)
Filed 2026-10-27
Union Savings Bank
DECREASED
Shares820 from 825
Change-5 (-1%)
Value$779.4K (-$189.9K)
Filed 2026-10-14
TB Alternative Assets Ltd.
DECREASED
Shares816 from 5,085
Change-4,269 (-84%)
Value$775.6K (-$5.2M)
Filed 2026-10-16
Orange Investment Advisors, Inc.
INCREASED
Shares813 from 807
Change+6 (+1%)
Value$772.7K (-$175.4K)
Filed 2026-10-23
S.A. Mason LLC
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$772.7K (-$182.4K)
Filed 2026-10-13
Capital Investment Counsel, Inc
DECREASED
Shares812 from 833
Change-21 (-3%)
Value$771.8K (-$206.9K)
Filed 2026-10-20
Nixon Peabody Trust Co
DECREASED
Shares809 from 833
Change-24 (-3%)
Value$768.9K (-$209.7K)
Filed 2026-10-23
IFS Advisors, LLC
INCREASED
Shares808 from 14
Change+794 (+5671%)
Value$768.0K (+$751.6K)
Filed 2026-10-14
Channel Wealth LLC
INCREASED
Shares808 from 785
Change+23 (+3%)
Value$768.0K (-$154.3K)
Filed 2026-11-06
Citizens National Bank Trust Department
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$767.0K (-$181.1K)
Filed 2026-11-04
Johnson & White Wealth Management, LLC
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$766.3K (-$180.9K)
Filed 2026-11-03
Fiduciary Family Office, LLC
INCREASED
Shares805 from 434
Change+371 (+85%)
Value$765.1K (+$254.8K)
Filed 2026-11-04
RMR Wealth Builders
DECREASED
Shares798 from 819
Change-21 (-3%)
Value$758.8K (-$203.4K)
Filed 2026-10-22
Eads & Heald Wealth Management
INCREASED
Shares797 from 602
Change+195 (+32%)
Value$757.5K (+$50.3K)
Filed 2026-10-29
LEE Danner & Bass Inc
DECREASED
Shares792 from 793
Change-1 (0%)
Value$752.8K (-$178.9K)
Filed 2026-10-27
Revisor Wealth Management LLC
DECREASED
Shares790 from 796
Change-6 (-1%)
Value$728.6K (-$207.4K)
Filed 2026-10-20
MMA Asset Management LLC
DECREASED
Shares790 from 791
Change-1 (0%)
Value$750.9K (-$178.4K)
Filed 2026-11-02
Cromwell Holdings LLC
DECREASED
Shares785 from 814
Change-29 (-4%)
Value$746.1K (-$210.6K)
Filed 2026-10-28
Private Management Group Inc
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$745.2K (-$175.9K)
Filed 2026-11-04
Verum Partners LLC
INCREASED
Shares782 from 778
Change+4 (+1%)
Value$743.6K (-$170.8K)
Filed 2026-10-21
Sunbeam Capital Management, LLC
DECREASED
Shares777 from 821
Change-44 (-5%)
Value$738.7K (-$225.9K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
INCREASED
Shares776 from 644
Change+132 (+21%)
Value$737.8K (-$19.1K)
Filed 2026-10-13
Seelaus Asset Management LLC
DECREASED
Shares775 from 925
Change-150 (-16%)
Value$736.6K (-$350.1K)
Filed 2026-10-14
Asahi Life Asset Management Co., Ltd.
INCREASED
Shares775 from 751
Change+24 (+3%)
Value$736.6K (-$145.7K)
Filed 2026-11-06
Third View Private Wealth, LLC
INCREASED
Shares774 from 724
Change+50 (+7%)
Value$735.7K (-$114.9K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares768 from 533
Change+235 (+44%)
Value$729.5K (+$102.8K)
Filed 2026-10-13
Investment Partners Asset Management, Inc.
DECREASED
Shares767 from 772
Change-5 (-1%)
Value$729.0K (-$178.0K)
Filed 2026-10-09
Stackstone Wealth, LLC
NEW
Shares764
Change+764
Value$726.2K
Filed 2026-10-19
Clearwave Capital, LLC
INCREASED
Shares760 from 725
Change+35 (+5%)
Value$722.2K (-$129.1K)
Filed 2026-10-27
Brady Martz Wealth Solutions, LLC
INCREASED
Shares759 from 731
Change+28 (+4%)
Value$721.4K (-$137.4K)
Filed 2026-11-05
Revolve Wealth Partners, LLC
INCREASED
Shares752 from 751
Change+1 (+0%)
Value$714.8K (-$167.6K)
Filed 2026-10-23
AA Financial Advisors, LLC
DECREASED
Shares751 from 1,030
Change-279 (-27%)
Value$713.8K (-$496.3K)
Filed 2026-10-19
MRA Advisory Group
DECREASED
Shares749 from 878
Change-129 (-15%)
Value$712.1K (-$319.9K)
Filed 2026-10-07
PUREfi Wealth, LLC
INCREASED
Shares746 from 694
Change+52 (+7%)
Value$709.1K (-$106.3K)
Filed 2026-10-19
Associated Banc-Corp
DECREASED
Shares746 from 761
Change-15 (-2%)
Value$709.1K (-$185.0K)
Filed 2026-10-30
Goldstein Advisors, LLC
DECREASED
Shares745 from 817
Change-72 (-9%)
Value$708.1K (-$251.7K)
Filed 2026-10-15
Wealth Intelligence, LLC
INCREASED
Shares745 from 735
Change+10 (+1%)
Value$708.1K (-$155.4K)
Filed 2026-10-16
Retirement Planning Co of New England, Inc.
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$708.1K (-$167.1K)
Filed 2026-10-15
Bill Few Associates, Inc.
DECREASED
Shares744 from 749
Change-5 (-1%)
Value$707.2K (-$172.8K)
Filed 2026-10-09
Sound Income Strategies, LLC
INCREASED
Shares743 from 594
Change+149 (+25%)
Value$742.6K (+$44.7K)
Filed 2026-10-09
Blume Capital Management, Inc.
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$706.2K (-$166.7K)
Filed 2026-10-26
Security Financial Services, Inc.
DECREASED
Shares742 from 743
Change-1 (0%)
Value$705.3K (-$167.7K)
Filed 2026-10-29
Balboa Wealth Partners
INCREASED
Shares741 from 530
Change+211 (+40%)
Value$704.3K (+$81.6K)
Filed 2026-10-20
Cornerstone Advisory, LLC
INCREASED
Shares741 from 585
Change+156 (+27%)
Value$704.6K (+$17.6K)
Filed 2026-11-06
Northwest Wealth Management, LLC
INCREASED
Shares741 from 716
Change+25 (+3%)
Value$704.3K (-$136.9K)
Filed 2026-10-30
Ironsides Asset Advisors, LLC
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$704.3K (-$166.3K)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares738 from 731
Change+7 (+1%)
Value$701.4K (-$157.3K)
Filed 2026-11-03
Harbor Group, Inc.
INCREASED
Shares737 from 736
Change+1 (+0%)
Value$700.3K (-$164.9K)
Filed 2026-10-14
Triangle Securities Wealth Management
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$698.6K (-$164.9K)
Filed 2026-10-14
Newman Dignan & Sheerar, Inc.
DECREASED
Shares732 from 853
Change-121 (-14%)
Value$695.8K (-$306.4K)
Filed 2026-10-21
Earned Wealth Advisors, LLC
INCREASED
Shares730 from 665
Change+65 (+10%)
Value$693.9K (-$87.4K)
Filed 2026-11-06
BridgePort Financial Solutions, LLC
INCREASED
Shares729 from 700
Change+29 (+4%)
Value$692.9K (-$129.5K)
Filed 2026-11-02
Balefire, LLC
DECREASED
Shares726 from 756
Change-30 (-4%)
Value$690.1K (-$198.2K)
Filed 2026-10-09
Highline Wealth Partners LLC
INCREASED
Shares726 from 715
Change+11 (+2%)
Value$690.1K (-$150.0K)
Filed 2026-10-19
Foronjy Financial LLC
DECREASED
Shares725 from 757
Change-32 (-4%)
Value$689.2K (-$200.0K)
Filed 2026-10-14
Legacy Wealth Asset Management, LLC
NEW
Shares723
Change+723
Value$687.2K
Filed 2026-10-09
Abound Wealth Management
DECREASED
Shares723 from 741
Change-18 (-2%)
Value$687.5K (-$183.4K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED
Shares717 from 710
Change+7 (+1%)
Value$681.7K (-$152.7K)
Filed 2026-10-16
Apollon Financial, LLC
INCREASED
Shares717 from 715
Change+2 (+0%)
Value$681.6K (-$158.5K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares716 from 508
Change+208 (+41%)
Value$680.8K (+$83.8K)
Filed 2026-10-20
RDA Financial Network
DECREASED
Shares714 from 761
Change-47 (-6%)
Value$678.4K (-$215.3K)
Filed 2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$678.7K (-$160.2K)
Filed 2026-10-15
ARS Wealth Advisors Group, LLC
INCREASED
Shares713 from 635
Change+78 (+12%)
Value$677.9K (-$68.3K)
Filed 2026-10-16
Signature Wealth Management Partners, LLC
DECREASED
Shares713 from 733
Change-20 (-3%)
Value$678.0K (-$183.5K)
Filed 2026-10-21
Financial Insights, Inc.
INCREASED
Shares711 from 699
Change+12 (+2%)
Value$675.8K (-$145.4K)
Filed 2026-10-27
Davidson Trust Co
DECREASED
Shares710 from 745
Change-35 (-5%)
Value$674.8K (-$200.4K)
Filed 2026-10-09
Mitchell Sinkler & Starr
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$671.0K (-$158.4K)
Filed 2026-10-13
Kozak & Associates, Inc.
DECREASED
Shares705 from 707
Change-2 (0%)
Value$619.1K (-$183.0K)
Filed 2026-10-29
StoryOne LLC
INCREASED
Shares704 from 354
Change+350 (+99%)
Value$669.1K (+$253.2K)
Filed 2026-10-13
Investment Management Corp
DECREASED
Shares704 from 741
Change-37 (-5%)
Value$668.7K (-$202.2K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
DECREASED
Shares703 from 1,002
Change-299 (-30%)
Value$668.2K (-$508.7K)
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares701 from 747
Change-46 (-6%)
Value$666.3K (-$211.3K)
Filed 2026-10-09
Milestone Asset Management, LLC
DECREASED
Shares699 from 776
Change-77 (-10%)
Value$664.9K (-$247.3K)
Filed 2026-10-15
Carson Advisory Inc.
INCREASED
Shares699 from 688
Change+11 (+2%)
Value$664.4K (-$143.9K)
Filed 2026-11-06
Westside Investment Management, Inc.
INCREASED
Shares697 from 637
Change+60 (+9%)
Value$676.9K (-$71.6K)
Filed 2026-11-02
Santori & Peters, Inc.
DECREASED
Shares696 from 701
Change-5 (-1%)
Value$661.6K (-$162.0K)
Filed 2026-10-26
St. Clair Advisors, LLC
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$661.5K (-$156.2K)
Filed 2026-10-13
Univest Financial Corp
INCREASED
Shares695 from 625
Change+70 (+11%)
Value$660.6K (-$73.7K)
Filed 2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$815.4K ($0)
Filed 2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$658.7K (-$155.5K)
Filed 2026-10-21
Kelleher Financial Advisors
DECREASED
Shares692 from 875
Change-183 (-21%)
Value$657.7K (-$370.3K)
Filed 2026-10-30
Essential Partners LLC
DECREASED
Shares689 from 829
Change-140 (-17%)
Value$654.9K (-$319.2K)
Filed 2026-10-14
Brown Miller Wealth Management, LLC
INCREASED
Shares688 from 675
Change+13 (+2%)
Value$654.1K (-$139.1K)
Filed 2026-11-02
SJS Investment Consulting Inc.
DECREASED
Shares686 from 1,054
Change-368 (-35%)
Value$652.0K (-$586.6K)
Filed 2026-10-26
Avondale Wealth Management
INCREASED
Shares685 from 510
Change+175 (+34%)
Value$651.1K (+$51.9K)
Filed 2026-10-15
Clean Yield Group
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$651.1K (-$153.7K)
Filed 2026-10-28
Ring Mountain Capital, LLC
INCREASED
Shares683 from 624
Change+59 (+9%)
Value$649.2K (-$83.9K)
Filed 2026-10-13
Langley Wealth Management, LLC
INCREASED
Shares683 from 679
Change+4 (+1%)
Value$649.5K (-$148.4K)
Filed 2026-11-04
Old Mission Investment Co LLC
DECREASED
Shares682 from 727
Change-45 (-6%)
Value$648.3K (-$206.1K)
Filed 2026-10-22
TrinityBridge Ltd
INCREASED
Shares682 from 681
Change+1 (+0%)
Value$648.0K (-$152.0K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares681 from 557
Change+124 (+22%)
Value$647.3K (-$7.1K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares677 from 657
Change+20 (+3%)
Value$643.5K (-$128.2K)
Filed 2026-11-03
Natural Investments, LLC
DECREASED
Shares676 from 989
Change-313 (-32%)
Value$642.3K (-$518.7K)
Filed 2026-11-06
Berman McAleer LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$641.8K (-$151.5K)
Filed 2026-10-16
Monument Capital Management
DECREASED
Shares674 from 702
Change-28 (-4%)
Value$640.6K (-$184.1K)
Filed 2026-10-09
Nadler Financial Group, Inc.
INCREASED
Shares673 from 654
Change+19 (+3%)
Value$639.7K (-$128.7K)
Filed 2026-10-23
Prota Financial, LLC
INCREASED
Shares673 from 655
Change+18 (+3%)
Value$664.6K (-$78.4K)
Filed 2026-10-08
Nicholas Hoffman & Company, Llc.
DECREASED
Shares665 from 675
Change-10 (-1%)
Value$632.5K (-$161.0K)
Filed 2026-10-30
First National Bank Sioux Falls
INCREASED
Shares663 from 419
Change+244 (+58%)
Value$630.2K (+$220.3K)
Filed 2026-10-13
BOS Asset Management, LLC
DECREASED
Shares662 from 714
Change-52 (-7%)
Value$629.3K (-$209.6K)
Filed 2026-10-09
Oakworth Capital, Inc.
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$629.2K (-$134.2K)
Filed 2026-10-26
Rossmore Private Capital
INCREASED
Shares659 from 559
Change+100 (+18%)
Value$626.4K (-$30.7K)
Filed 2026-10-27
Partners Wealth Management, LLC
NEW
Shares658
Change+658
Value$625.5K
Filed 2026-10-28
Peachtree Investment Partners, LLC
DECREASED
Shares658 from 878
Change-220 (-25%)
Value$625.8K (-$406.0K)
Filed 2026-11-05
Rockland Trust Co
DECREASED
Shares657 from 702
Change-45 (-6%)
Value$624.5K (-$200.3K)
Filed 2026-10-05
Greatmark Investment Partners, Inc.
INCREASED
Shares656 from 621
Change+35 (+6%)
Value$623.5K (-$106.1K)
Filed 2026-10-28
Snider Financial Group
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$621.7K (-$146.7K)
Filed 2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED
Shares653 from 605
Change+48 (+8%)
Value$621.0K (-$90.1K)
Filed 2026-10-28
Abacus Planning Group, Inc.
INCREASED
Shares649 from 577
Change+72 (+12%)
Value$616.9K (-$61.0K)
Filed 2026-11-02
Curran Financial Partners, LLC
INCREASED
Shares646 from 621
Change+25 (+4%)
Value$614.1K (-$115.6K)
Filed 2026-11-04
D.B. Root & Company, LLC
DECREASED
Shares645 from 751
Change-106 (-14%)
Value$613.1K (-$269.3K)
Filed 2026-11-04
MPS Loria Financial Planners, LLC
INCREASED
Shares642 from 618
Change+24 (+4%)
Value$610.3K (-$115.9K)
Filed 2026-10-14
Grove Street Fiduciary, LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$608.3K (-$143.6K)
Filed 2026-10-13
Trust Co of Kansas
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$608.0K (-$144.0K)
Filed 2026-11-06
Lodestar Private Asset Management LLC
DECREASED
Shares639 from 647
Change-8 (-1%)
Value$607.4K (-$152.8K)
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares638 from 404
Change+234 (+58%)
Value$606.4K (+$131.7K)
Filed 2026-11-05
Werba Rubin Papier Wealth Management
INCREASED
Shares638 from 582
Change+56 (+10%)
Value$606.5K (-$77.3K)
Filed 2026-11-06
Oarsman Capital, Inc.
INCREASED
Shares637 from 413
Change+224 (+54%)
Value$605.5K (+$120.2K)
Filed 2026-11-05
WealthPLAN Partners, LLC
INCREASED
Shares637 from 575
Change+62 (+11%)
Value$605.8K (-$70.1K)
Filed 2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED
Shares637 from 622
Change+15 (+2%)
Value$605.2K (-$126.0K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
INCREASED
Shares636 from 552
Change+84 (+15%)
Value$604.2K (-$43.9K)
Filed 2026-10-15
Dillon & Associates Inc
INCREASED
Shares636 from 574
Change+62 (+11%)
Value$604.0K (-$70.0K)
Filed 2026-10-22
Allen Capital Group, LLC
DECREASED
Shares636 from 667
Change-31 (-5%)
Value$604.5K (-$179.1K)
Filed 2026-10-27
Paragon Private Wealth Management, LLC
DECREASED
Shares633 from 650
Change-17 (-3%)
Value$602.0K (-$162.0K)
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED
Shares632 from 596
Change+36 (+6%)
Value$600.8K (-$99.5K)
Filed 2026-10-28
Tufton Capital Management
DECREASED
Shares630 from 631
Change-1 (0%)
Value$599.0K (-$142.0K)
Filed 2026-10-20
Asset One Wealth Management LLC
INCREASED
Shares629 from 315
Change+314 (+100%)
Value$597.7K (+$265.0K)
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares628 from 635
Change-7 (-1%)
Value$596.9K (-$148.8K)
Filed 2026-11-04
Winthrop Advisory Group LLC
INCREASED
Shares627 from 579
Change+48 (+8%)
Value$596.1K (-$84.4K)
Filed 2026-10-22
Lauterbach Financial Advisors, LLC
DECREASED
Shares626 from 636
Change-10 (-2%)
Value$595.0K (-$152.2K)
Filed 2026-10-21
Impact Capital Partners LLC
DECREASED
Shares624 from 632
Change-8 (-1%)
Value$593.1K (-$149.4K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
INCREASED
Shares620 from 73
Change+547 (+749%)
Value$589.3K (+$503.6K)
Filed 2026-10-30
Riversedge Advisors, LLC
INCREASED
Shares620 from 592
Change+28 (+5%)
Value$589.3K (-$106.2K)
Filed 2026-10-09
Bonness Enterprises Inc
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$589.3K (-$139.1K)
Filed 2026-10-08
B.A. Schrock Wealth Management, Inc.
NEW
Shares613
Change+613
Value$605.3K
Filed 2026-10-15
Foster Group, Inc.
INCREASED
Shares612 from 582
Change+30 (+5%)
Value$581.9K (-$102.1K)
Filed 2026-10-13
May Hill Capital, LLC
DECREASED
Shares612 from 633
Change-21 (-3%)
Value$581.7K (-$162.0K)
Filed 2026-11-03
Register Financial Advisors LLC
INCREASED
Shares612 from 610
Change+2 (+0%)
Value$581.7K (-$135.0K)
Filed 2026-10-23
Forza Wealth Management, LLC
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$580.7K (-$137.1K)
Filed 2026-10-20
Jacobsen Capital Management
INCREASED
Shares610 from 607
Change+3 (+0%)
Value$579.8K (-$133.3K)
Filed 2026-10-27
One Day In July LLC
INCREASED
Shares608 from 602
Change+6 (+1%)
Value$578.0K (-$129.4K)
Filed 2026-10-30
Laurel Wealth Advisors LLC
INCREASED
Shares607 from 518
Change+89 (+17%)
Value$576.9K (-$31.6K)
Filed 2026-10-27
Duff & Phelps Investment Management Co
INCREASED
Shares606 from 561
Change+45 (+8%)
Value$576.0K (-$83.1K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
INCREASED
Shares605 from 510
Change+95 (+19%)
Value$575.1K (-$24.1K)
Filed 2026-10-29
Private Client Services, LLC
INCREASED
Shares605 from 584
Change+21 (+4%)
Value$575.2K (-$111.1K)
Filed 2026-10-02
Bangor Savings Bank
DECREASED
Shares605 from 625
Change-20 (-3%)
Value$575.0K (-$159.2K)
Filed 2026-10-06
RFG Holdings, Inc.
DECREASED
Shares605 from 611
Change-6 (-1%)
Value$575.0K (-$142.8K)
Filed 2026-10-30
Counterpoint Mutual Funds LLC
INCREASED
Shares602 from 281
Change+321 (+114%)
Value$572.2K (+$242.1K)
Filed 2026-10-16
CJM Wealth Advisers, Ltd.
INCREASED
Shares601 from 523
Change+78 (+15%)
Value$571.6K (-$43.0K)
Filed 2026-10-27
Peterson Wealth Services
INCREASED
Shares601 from 525
Change+76 (+14%)
Value$570.8K (-$46.4K)
Filed 2026-10-26
First Premier Bank
DECREASED
Shares600 from 697
Change-97 (-14%)
Value$570.0K (+$569.2K)
Filed 2026-10-13
Cahaba Wealth Management, Inc.
INCREASED
Shares600 from 599
Change+1 (+0%)
Value$570.5K (-$133.2K)
Filed 2026-10-26
Waystone Advisors LLC
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$703.7K ($0)
Filed 2026-10-16
Evermay Wealth Management LLC
DECREASED
Shares598 from 610
Change-12 (-2%)
Value$568.4K (-$148.4K)
Filed 2026-11-05
Lyell Wealth Management, LP
DECREASED
Shares597 from 628
Change-31 (-5%)
Value$567.4K (-$170.4K)
Filed 2026-10-30
Hohimer Wealth Management, LLC
INCREASED
Shares597 from 580
Change+17 (+3%)
Value$567.4K (-$114.0K)
Filed 2026-11-04
Little House Capital LLC
DECREASED
Shares597 from 600
Change-3 (0%)
Value$567.5K (-$137.5K)
Filed 2026-11-06
Genesee Capital Advisors, LLC
INCREASED
Shares596 from 528
Change+68 (+13%)
Value$566.8K (-$53.7K)
Filed 2026-10-20
Central Valley Advisors, LLC
DECREASED
Shares596 from 644
Change-48 (-7%)
Value$566.5K (-$189.2K)
Filed 2026-10-27
AXS Investments LLC
INCREASED
Shares595 from 18
Change+577 (+3206%)
Value$565.5K (+$544.4K)
Filed 2026-11-04
Staley Capital Advisers Inc
INCREASED
Shares595 from 543
Change+52 (+10%)
Value$565.5K (-$72.4K)
Filed 2026-11-06
Tucker Asset Management LLC
INCREASED
Shares594 from 481
Change+113 (+23%)
Value$564.6K (-$502)
Filed 2026-10-29
CRA Financial Services, LLC
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$563.4K (-$133.5K)
Filed 2026-10-16
StrongBox Wealth, LLC
INCREASED
Shares590 from 132
Change+458 (+347%)
Value$561.3K (+$406.3K)
Filed 2026-11-02
Steel Grove Capital Advisors, LLC
NEW
Shares589
Change+589
Value$559.8K
Filed 2026-10-13
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares589 from 609
Change-20 (-3%)
Value$559.8K (-$155.7K)
Filed 2026-10-16
Argus Investors' Counsel, Inc.
NEW
Shares588
Change+588
Value$558.9K
Filed 2026-10-09
Eubel Brady & Suttman Asset Management Inc
DECREASED
Shares588 from 619
Change-31 (-5%)
Value$559.0K (-$168.0K)
Filed 2026-11-04
Norris Perne & French LLP
DECREASED
Shares588 from 607
Change-19 (-3%)
Value$559.0K (-$154.2K)
Filed 2026-10-23
Core Wealth Partners LLC
INCREASED
Shares586 from 515
Change+71 (+14%)
Value$557.0K (-$48.1K)
Filed 2026-11-02
BCU Wealth Advisors, LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$556.0K (-$131.0K)
Filed 2026-10-16
Archvest Wealth Advisors, Inc.
INCREASED
Shares584 from 570
Change+14 (+2%)
Value$555.2K (-$114.6K)
Filed 2026-10-29
LifeGoal Investments, LLC
INCREASED
Shares582 from 500
Change+82 (+16%)
Value$553.2K (-$34.2K)
Filed 2026-10-09
Columbia Asset Management
DECREASED
Shares578 from 635
Change-57 (-9%)
Value$549.7K (-$196.7K)
Filed 2026-10-19
Diligent Investors, LLC
DECREASED
Shares578 from 619
Change-41 (-7%)
Value$549.4K (-$177.9K)
Filed 2026-10-21
Fourpath Capital Management, LLC
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$549.1K (-$129.6K)
Filed 2026-10-19
Compass Ion Advisors, LLC
DECREASED
Shares576 from 581
Change-5 (-1%)
Value$547.5K (-$135.1K)
Filed 2026-10-23
Waterfront Wealth Inc.
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$512.5K (-$116.2K)
Filed 2026-11-03
Towne Trust Company, N.a
DECREASED
Shares575 from 680
Change-105 (-15%)
Value$546.5K (-$252.4K)
Filed 2026-10-28
Ameliora Wealth Management Ltd.
DECREASED
Shares575 from 610
Change-35 (-6%)
Value$546.5K (-$170.1K)
Filed 2026-10-23
Westhampton Capital, LLC
INCREASED
Shares574 from 562
Change+12 (+2%)
Value$545.6K (-$114.7K)
Filed 2026-10-30
Community Bank, N.A.
INCREASED
Shares574 from 570
Change+4 (+1%)
Value$545.6K (-$124.1K)
Filed 2026-11-06
1834 Investment Advisors Co
INCREASED
Shares573 from 434
Change+139 (+32%)
Value$544.6K (+$34.7K)
Filed 2026-10-16
Peak Financial Management, Inc.
INCREASED
Shares572 from 512
Change+60 (+12%)
Value$544.2K (-$57.9K)
Filed 2026-10-16
55 North Private Wealth, LLC
DECREASED
Shares572 from 588
Change-16 (-3%)
Value$543.7K (-$147.1K)
Filed 2026-10-20
L. Roy Papp & Associates, LLP
INCREASED
Shares571 from 552
Change+19 (+3%)
Value$542.7K (-$105.8K)
Filed 2026-10-21
Randall & Associates Wealth Management
INCREASED
Shares570 from 549
Change+21 (+4%)
Value$541.8K (-$103.2K)
Filed 2026-10-20
Crusonia Wealth Advisors LLC
INCREASED
Shares570 from 560
Change+10 (+2%)
Value$541.7K (-$116.1K)
Filed 2026-10-26
Willis Johnson Wealth, Inc.
INCREASED
Shares568 from 565
Change+3 (+1%)
Value$539.8K (-$123.7K)
Filed 2026-11-03
Sage Rhino Capital LLC
DECREASED
Shares568 from 569
Change-1 (0%)
Value$540.2K (-$128.7K)
Filed 2026-10-28
Vaughan David Investments LLC
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$539.0K (-$127.0K)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares566 from 515
Change+51 (+10%)
Value$538.0K (-$67.1K)
Filed 2026-10-16
Alpha Family Trust
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$665.0K ($0)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares565
Change+565
Value$537.0K
Filed 2026-10-19
Lazari Capital Management, Inc.
DECREASED
Shares564 from 565
Change-1 (0%)
Value$535.9K (-$127.7K)
Filed 2026-10-20
BCS Wealth Management
DECREASED
Shares563 from 575
Change-12 (-2%)
Value$535.1K (-$140.4K)
Filed 2026-11-03
BKM Wealth Management, LLC
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$535.1K (-$126.3K)
Filed 2026-10-22
First Financial Bank - Trust Division
INCREASED
Shares561 from 530
Change+31 (+6%)
Value$533.2K (-$89.5K)
Filed 2026-10-01
Prentice Wealth Management LLC
INCREASED
Shares561 from 550
Change+11 (+2%)
Value$533.2K (-$112.9K)
Filed 2026-10-20
D'Orazio & Associates, Inc.
DECREASED
Shares561 from 568
Change-7 (-1%)
Value$533.5K (-$134.2K)
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
INCREASED
Shares560 from 559
Change+1 (+0%)
Value$532.4K (-$124.4K)
Filed 2026-10-09
Wendell David Associates Inc
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$532.0K (-$126.0K)
Filed 2026-10-27
Waters Parkerson & Co., LLC
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$531.3K (-$125.4K)
Filed 2026-11-04
Biltmore Family Office, LLC
INCREASED
Shares558 from 552
Change+6 (+1%)
Value$530.4K (-$118.4K)
Filed 2026-11-03
Traveka Wealth, LLC
DECREASED
Shares558 from 560
Change-2 (0%)
Value$530.4K (-$127.5K)
Filed 2026-10-19
Wilkins Investment Counsel Inc
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$530.4K (-$125.2K)
Filed 2026-11-03
True Link Financial Advisors, LLC
DECREASED
Shares556 from 575
Change-19 (-3%)
Value$528.5K (-$147.1K)
Filed 2026-10-27
TMB Capital Partners, LLC
DECREASED
Shares555 from 571
Change-16 (-3%)
Value$527.5K (-$143.3K)
Filed 2026-10-20
Southern Capital Advisors, LLC
INCREASED
Shares553 from 548
Change+5 (+1%)
Value$525.4K (-$118.0K)
Filed 2026-10-26
Horizon Wealth Management, LLC
DECREASED
Shares551 from 566
Change-15 (-3%)
Value$523.8K (-$141.3K)
Filed 2026-11-02
Baldwin Wealth Partners LLC
INCREASED
Shares550 from 379
Change+171 (+45%)
Value$522.8K (+$77.5K)
Filed 2026-10-13
Ervin Investment Management, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$522.8K (-$123.4K)
Filed 2026-10-23
Willow Creek Capital Management, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$646.2K ($0)
Filed 2026-10-16
Cidel Asset Management Inc
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$522.8K (-$123.4K)
Filed 2026-10-29
Wingate Wealth Advisors, Inc.
INCREASED
Shares549 from 507
Change+42 (+8%)
Value$521.8K (-$73.8K)
Filed 2026-10-26
Montgomery Investment Management Inc
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$521.8K (-$123.2K)
Filed 2026-10-26
Postrock Partners LLC
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$519.0K (-$122.5K)
Filed 2026-11-02
Capital Management Associates, Inc
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$519.0K (-$122.5K)
Filed 2026-10-20
Prentiss Smith & Co Inc
DECREASED
Shares544 from 587
Change-43 (-7%)
Value$517.1K (-$172.6K)
Filed 2026-10-27
Courage Miller Partners, LLC
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$517.1K (-$122.1K)
Filed 2026-10-21
Virtus Wealth Solutions LLC
DECREASED
Shares542 from 17,291
Change-16,749 (-97%)
Value$514.7K (-$19.8M)
Filed 2026-11-03
Westbourne Investment Advisors, Inc.
INCREASED
Shares542 from 492
Change+50 (+10%)
Value$515.2K (-$62.9K)
Filed 2026-10-20
SLT Holdings LLC
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$515.2K (-$121.6K)
Filed 2026-10-15
NBZ Investment Advisors LLC
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$514.2K (-$121.4K)
Filed 2026-10-30
Wealthcare Capital Partners, LLC
INCREASED
Shares540 from 530
Change+10 (+2%)
Value$513.7K (-$109.4K)
Filed 2026-10-21
Baker Tilly Wealth Management, LLC
DECREASED
Shares540 from 546
Change-6 (-1%)
Value$513.7K (-$127.9K)
Filed 2026-10-05
Aviance Capital Partners, LLC
DECREASED
Shares539 from 574
Change-35 (-6%)
Value$512.5K (-$162.1K)
Filed 2026-10-29
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares538 from 412
Change+126 (+31%)
Value$511.4K (+$27.3K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
INCREASED
Shares536 from 470
Change+66 (+14%)
Value$509.5K (-$42.9K)
Filed 2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares535 from 525
Change+10 (+2%)
Value$508.5K (-$108.0K)
Filed 2026-10-14
Marietta Wealth Management, LLC
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$503.9K (-$124.7K)
Filed 2026-10-22
Mayfair Advisory Group, LLC
INCREASED
Shares534 from 526
Change+8 (+2%)
Value$507.7K (-$26.2K)
Filed 2026-10-20
Sutton Place Investors LLC
INCREASED
Shares534 from 530
Change+4 (+1%)
Value$507.6K (-$115.1K)
Filed 2026-10-20
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$507.6K (-$119.8K)
Filed 2026-10-26
SeaBridge Investment Advisors LLC
INCREASED
Shares533 from 516
Change+17 (+3%)
Value$506.6K (-$99.6K)
Filed 2026-11-02
Hartford Financial Management Inc.
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$505.7K (-$119.4K)
Filed 2026-10-21
Aull & Monroe Investment Management Corp
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$504.7K (-$119.1K)
Filed 2026-10-16
Foresight Capital Management Advisors, Inc.
DECREASED
Shares529 from 530
Change-1 (0%)
Value$502.9K (-$119.8K)
Filed 2026-10-27
Beverly Hills Private Wealth, LLC
INCREASED
Shares527 from 317
Change+210 (+66%)
Value$500.8K (+$128.5K)
Filed 2026-11-04
Sunpointe, LLC
DECREASED
Shares527 from 549
Change-22 (-4%)
Value$501.2K (-$144.2K)
Filed 2026-10-22
Ariadne Wealth Management, LP
DECREASED
Shares527 from 531
Change-4 (-1%)
Value$500.9K (-$122.9K)
Filed 2026-11-06
Autumn Glory Partners, LLC
DECREASED
Shares527 from 529
Change-2 (0%)
Value$500.9K (-$120.6K)
Filed 2026-10-26
Encompass Wealth Advisors, LLC
INCREASED
Shares526 from 260
Change+266 (+102%)
Value$500.1K (+$194.6K)
Filed 2026-10-15
Kestra Investment Management, LLC
INCREASED
Shares525 from 354
Change+171 (+48%)
Value$499.1K (+$83.1K)
Filed 2026-11-04
Lynch & Associates
INCREASED
Shares525 from 524
Change+1 (+0%)
Value$499.0K (-$116.6K)
Filed 2026-10-13
Veltria Advisors Corp.
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$499.0K (-$117.8K)
Filed 2026-11-05
Summit Financial Strategies, Inc.
INCREASED
Shares524 from 465
Change+59 (+13%)
Value$497.6K (-$48.5K)
Filed 2026-10-14
PFS Partners, LLC
INCREASED
Shares523 from 513
Change+10 (+2%)
Value$497.0K (-$105.4K)
Filed 2026-10-21
6th Street Advisors, LLC
DECREASED
Shares519 from 608
Change-89 (-15%)
Value$493.3K (-$221.3K)
Filed 2026-10-14
Southern Financial Group, LLC
INCREASED
Shares519 from 510
Change+9 (+2%)
Value$493.9K (-$105.8K)
Filed 2026-10-30
Hurlow Wealth Management Group, Inc.
DECREASED
Shares519 from 521
Change-2 (0%)
Value$493.3K (-$118.8K)
Filed 2026-10-29
Gemmer Asset Management LLC
DECREASED
Shares518 from 547
Change-29 (-5%)
Value$492.4K (-$150.3K)
Filed 2026-10-16
Petros Family Wealth, LLC
INCREASED
Shares515 from 472
Change+43 (+9%)
Value$489.5K (-$65.0K)
Filed 2026-10-28
Quad-Cities Investment Group, LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$489.9K (-$115.6K)
Filed 2026-10-16
MFG Investments, LLC
NEW
Shares514
Change+514
Value$488.9K
Filed 2026-10-30
Ejmk Ventures LLC
INCREASED
Shares511 from 401
Change+110 (+27%)
Value$485.7K (+$14.5K)
Filed 2026-10-21
Hickory Point Bank & Trust
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$484.8K (-$114.4K)
Filed 2026-10-01
Plante Moran Financial Advisors, LLC
DECREASED
Shares509 from 540
Change-31 (-6%)
Value$483.3K (-$150.5K)
Filed 2026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$482.8K (-$114.0K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares507 from 349
Change+158 (+45%)
Value$481.9K (+$71.9K)
Filed 2026-11-02
West Wealth Group, LLC
INCREASED
Shares505 from 490
Change+15 (+3%)
Value$480.3K (-$95.5K)
Filed 2026-10-14
Shum Financial Group, Inc.
INCREASED
Shares504 from 467
Change+37 (+8%)
Value$479.0K (-$69.6K)
Filed 2026-10-13
E&G Advisors, LLC
INCREASED
Shares502 from 430
Change+72 (+17%)
Value$477.1K (-$28.0K)
Filed 2026-10-13
Rational Advisors, Inc.
NEW
Shares500
Change+500
Value$475.2K
Filed 2026-11-02
Fairscale Capital, LLC
INCREASED
Shares500 from 499
Change+1 (+0%)
Value$428.9K (-$157.6K)
Filed 2026-11-04
Lynch Asset Management, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$475.2K (-$112.2K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$473.7K (-$111.8K)
Filed 2026-10-16
Abacus Wealth Partners, LLC
DECREASED
Shares496 from 572
Change-76 (-13%)
Value$471.4K (-$200.6K)
Filed 2026-11-03
Barrett & Company, Inc.
DECREASED
Shares496 from 541
Change-45 (-8%)
Value$471.8K (-$164.3K)
Filed 2026-10-22
Fermata Advisors, LLC
INCREASED
Shares496 from 476
Change+20 (+4%)
Value$471.5K (-$87.8K)
Filed 2026-10-13
Canopy Partners, LLC
DECREASED
Shares494 from 501
Change-7 (-1%)
Value$469.5K (-$119.1K)
Filed 2026-10-28
WT Wealth Management
INCREASED
Shares492 from 180
Change+312 (+173%)
Value$467.8K (+$256.4K)
Filed 2026-10-13
Tranquility Partners, LLC
DECREASED
Shares492 from 508
Change-16 (-3%)
Value$467.6K (-$129.2K)
Filed 2026-10-20
Dupree Financial Group, LLC
NEW
Shares491
Change+491
Value$466.7K
Filed 2026-10-09
MW Advisory, LLC
INCREASED
Shares491 from 435
Change+56 (+13%)
Value$466.7K (-$44.4K)
Filed 2026-10-19
Three Seasons Wealth, LLC
INCREASED
Shares489 from 397
Change+92 (+23%)
Value$464.8K (-$1.6K)
Filed 2026-11-03
Stephenson & Company, Inc.
NEW
Shares488
Change+488
Value$464.0K
Filed 2026-10-30
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares486 from 814
Change-328 (-40%)
Value$461.9K (-$494.4K)
Filed 2026-10-15
Foundry Financial LLC
INCREASED
Shares483 from 428
Change+55 (+13%)
Value$458.6K (-$44.5K)
Filed 2026-10-16
TriaGen Wealth Management LLC
DECREASED
Shares481 from 502
Change-21 (-4%)
Value$457.3K (-$132.6K)
Filed 2026-10-14
4J Wealth Management LLC
DECREASED
Shares481 from 484
Change-3 (-1%)
Value$457.2K (-$111.4K)
Filed 2026-11-02
Guardian Capital, LLC
DECREASED
Shares480 from 548
Change-68 (-12%)
Value$456.3K (-$187.6K)
Filed 2026-11-06
Integrity Advisory Solutions, LLC
INCREASED
Shares478 from 409
Change+69 (+17%)
Value$454.5K (-$26.2K)
Filed 2026-10-29
Northbridge Financial Group, LLC
INCREASED
Shares475 from 308
Change+167 (+54%)
Value$488.9K (+$127.0K)
Filed 2026-11-05
Warren Street Wealth Advisors, LLC
INCREASED
Shares474 from 423
Change+51 (+12%)
Value$450.5K (-$46.4K)
Filed 2026-11-04
KPP Advisory Services LLC
INCREASED
Shares474 from 425
Change+49 (+12%)
Value$450.5K (-$49.1K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$447.7K (-$86.6K)
Filed 2026-10-29
Thrive Wealth Management, LLC
INCREASED
Shares470 from 387
Change+83 (+21%)
Value$447.0K (-$8.0K)
Filed 2026-10-13
Successful Portfolios LLC
DECREASED
Shares470 from 471
Change-1 (0%)
Value$464.8K (-$43.4K)
Filed 2026-10-09
Sprinkle Financial Consultants LLC
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$446.7K (-$105.5K)
Filed 2026-10-09
NBH Bank
DECREASED
Shares469 from 479
Change-10 (-2%)
Value$445.8K (-$117.0K)
Filed 2026-11-05
Kentucky Trust Co
DECREASED
Shares469 from 476
Change-7 (-1%)
Value$445.8K (-$113.5K)
Filed 2026-10-15
Financial Solutions Advisory Group, Inc.
INCREASED
Shares468 from 448
Change+20 (+4%)
Value$431.1K (-$50.6K)
Filed 2026-10-28
Fort Henry Capital, LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$444.8K (-$105.0K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares467 from 412
Change+55 (+13%)
Value$444.2K (-$40.2K)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
INCREASED
Shares467 from 461
Change+6 (+1%)
Value$444.1K (-$97.7K)
Filed 2026-10-23
Cypress Point Wealth Management, LLC
INCREASED
Shares464 from 434
Change+30 (+7%)
Value$441.0K (-$68.9K)
Filed 2026-11-03
Palisade Asset Management, LLC
INCREASED
Shares464 from 444
Change+20 (+5%)
Value$441.0K (-$80.6K)
Filed 2026-11-03
Means Investment Co., Inc.
DECREASED
Shares463 from 674
Change-211 (-31%)
Value$440.5K (-$351.8K)
Filed 2026-11-03
Eagle Wealth Advisors LLC
DECREASED
Shares462 from 464
Change-2 (0%)
Value$439.1K (-$106.0K)
Filed 2026-10-20
Northcape Wealth Management, LLC
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$439.1K (-$103.7K)
Filed 2026-11-04
Luts & Greenleigh Group, Inc.
DECREASED
Shares461 from 471
Change-10 (-2%)
Value$438.3K (-$115.2K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
DECREASED
Shares460 from 474
Change-14 (-3%)
Value$437.2K (-$119.7K)
Filed 2026-10-14
Focused Alpha, LLC
DECREASED
Shares459 from 1,343
Change-884 (-66%)
Value$436.3K (-$1.1M)
Filed 2026-10-20
Fusion Capital, LLC
INCREASED
Shares459 from 442
Change+17 (+4%)
Value$436.7K (-$82.9K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares459 from 450
Change+9 (+2%)
Value$436.3K (-$92.4K)
Filed 2026-11-05
Collaborative Fund Advisors, LLC
DECREASED
Shares458 from 661
Change-203 (-31%)
Value$435.3K (-$341.3K)
Filed 2026-11-02
Willow Creek Wealth Management Inc.
DECREASED
Shares456 from 490
Change-34 (-7%)
Value$433.4K (-$142.3K)
Filed 2026-10-26
Drum Hill Capital, LLC
INCREASED
Shares455 from 377
Change+78 (+21%)
Value$432.5K (-$10.5K)
Filed 2026-10-20
Wealth Alliance Advisory Group, LLC
DECREASED
Shares455 from 485
Change-30 (-6%)
Value$432.6K (-$137.3K)
Filed 2026-10-14
Reynders McVeigh Capital Management, LLC
DECREASED
Shares455 from 472
Change-17 (-4%)
Value$432.1K (-$122.9K)
Filed 2026-10-30
City State Bank
INCREASED
Shares453 from 440
Change+13 (+3%)
Value$430.6K (-$86.4K)
Filed 2026-10-20
NewSquare Capital LLC
INCREASED
Shares452 from 334
Change+118 (+35%)
Value$429.6K (+$37.2K)
Filed 2026-11-06
Verus Financial Partners, Inc.
INCREASED
Shares451 from 446
Change+5 (+1%)
Value$428.7K (-$95.3K)
Filed 2026-10-29
Burns Matteson Capital Management, LLC
DECREASED
Shares451 from 452
Change-1 (0%)
Value$428.7K (-$102.4K)
Filed 2026-10-16
Financial Council, LLC
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$428.7K (-$101.2K)
Filed 2026-11-02
Weatherly Asset Management L. P.
INCREASED
Shares450 from 218
Change+232 (+106%)
Value$427.8K (+$171.6K)
Filed 2026-10-20
Centerline Wealth Advisors, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$425.8K (-$100.5K)
Filed 2026-10-15
TFC Financial Management, Inc.
DECREASED
Shares447 from 1,710
Change-1,263 (-74%)
Value$424.9K (-$1.6M)
Filed 2026-10-26
MV Capital Management, Inc.
DECREASED
Shares447 from 449
Change-2 (0%)
Value$424.9K (-$102.6K)
Filed 2026-10-29
Pinion Investment Advisors, LLC
INCREASED
Shares446 from 429
Change+17 (+4%)
Value$423.9K (-$80.1K)
Filed 2026-11-04
Live Oak Private Wealth LLC
DECREASED
Shares446 from 453
Change-7 (-2%)
Value$423.9K (-$108.3K)
Filed 2026-11-02
Central Bank & Trust Co
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$423.9K (-$100.1K)
Filed 2026-10-09
Addison Advisors LLC
INCREASED
Shares445 from 437
Change+8 (+2%)
Value$423.1K (-$90.4K)
Filed 2026-11-06
Certified Advisory Corp
DECREASED
Shares445 from 451
Change-6 (-1%)
Value$423.3K (-$106.9K)
Filed 2026-10-29
First Business Financial Services, Inc.
INCREASED
Shares444 from 309
Change+135 (+44%)
Value$422.0K (+$59.0K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
INCREASED
Shares443 from 434
Change+9 (+2%)
Value$421.1K (-$88.8K)
Filed 2026-10-21
First Community Trust NA
DECREASED
Shares441 from 448
Change-7 (-2%)
Value$419.2K (-$107.2K)
Filed 2026-10-07
Hidden Cove Wealth Management, LLC
DECREASED
Shares440 from 450
Change-10 (-2%)
Value$417.9K (-$110.4K)
Filed 2026-10-19
Key Client Fiduciary Advisors, LLC
DECREASED
Shares439 from 440
Change-1 (0%)
Value$417.4K (-$99.6K)
Filed 2026-10-19
True Private Wealth Advisors
INCREASED
Shares439 from 438
Change+1 (+0%)
Value$418.1K (-$96.3K)
Filed 2026-10-19
LifeSteps Financial, Inc.
DECREASED
Shares438 from 453
Change-15 (-3%)
Value$416.6K (-$115.6K)
Filed 2026-10-15
Clark Asset Management, LLC
INCREASED
Shares437 from 435
Change+2 (+0%)
Value$415.4K (-$95.7K)
Filed 2026-10-19
Beacon Financial Group
INCREASED
Shares436 from 359
Change+77 (+21%)
Value$414.4K (-$7.4K)
Filed 2026-10-19
Level Wealth Management LLC
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$413.5K (-$97.8K)
Filed 2026-10-23
Black Diamond Financial, LLC
INCREASED
Shares434 from 364
Change+70 (+19%)
Value$412.7K (-$15.1K)
Filed 2026-10-26
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares433 from 339
Change+94 (+28%)
Value$412.0K (+$14.2K)
Filed 2026-10-09
Ullmann Wealth Partners Group, LLC
DECREASED
Shares433 from 435
Change-2 (0%)
Value$411.7K (-$99.6K)
Filed 2026-11-02
Genesis Private Wealth, LLC
INCREASED
Shares432 from 423
Change+9 (+2%)
Value$410.6K (-$86.4K)
Filed 2026-11-02
Greenfield Savings Bank
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$410.6K (-$96.9K)
Filed 2026-10-07
Camden National Bank
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$409.7K (-$96.7K)
Filed 2026-11-02
Post Resch Tallon Group Inc.
DECREASED
Shares430 from 521
Change-91 (-17%)
Value$408.7K (-$203.4K)
Filed 2026-10-09
Greenbush Financial Group, LLC
DECREASED
Shares430 from 477
Change-47 (-10%)
Value$408.6K (-$151.4K)
Filed 2026-10-15
Bedel Financial Consulting, Inc.
INCREASED
Shares429 from 370
Change+59 (+16%)
Value$407.8K (-$26.9K)
Filed 2026-11-06
Huntleigh Advisors, Inc.
INCREASED
Shares429 from 426
Change+3 (+1%)
Value$407.9K (-$92.8K)
Filed 2026-11-03
Legacy Trust
NEW
Shares428
Change+428
Value$367.2K
Filed 2026-11-06
Quintet Private Bank (Europe) S.A.
INCREASED
Shares428 from 2
Change+426 (+21300%)
Value$406.8K (+$404.5K)
Filed 2026-10-08
First City Capital Management, Inc.
INCREASED
Shares428 from 358
Change+70 (+20%)
Value$406.8K (-$13.8K)
Filed 2026-10-27
Great Diamond Partners, LLC
INCREASED
Shares427 from 426
Change+1 (+0%)
Value$405.9K (-$94.6K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares426 from 384
Change+42 (+11%)
Value$404.9K (-$46.2K)
Filed 2026-10-19
Wagner Wealth Management, LLC
INCREASED
Shares426 from 402
Change+24 (+6%)
Value$404.8K (-$67.2K)
Filed 2026-10-21
Townsend & Associates, Inc
INCREASED
Shares426 from 421
Change+5 (+1%)
Value$392.4K (-$61.9K)
Filed 2026-10-23
Advisortrust Partners, LLC
INCREASED
Shares425 from 357
Change+68 (+19%)
Value$404.0K (-$15.5K)
Filed 2026-11-02
Coyle Financial Counsel LLC
DECREASED
Shares424 from 475
Change-51 (-11%)
Value$403.0K (-$155.1K)
Filed 2026-10-28
Ledyard National Bank
INCREASED
Shares424 from 416
Change+8 (+2%)
Value$403.0K (-$85.7K)
Filed 2026-10-21
Stevens Capital Partners
INCREASED
Shares421 from 313
Change+108 (+35%)
Value$400.3K (+$32.4K)
Filed 2026-10-29
Activest Wealth Management
INCREASED
Shares421 from 397
Change+24 (+6%)
Value$400.2K (-$66.3K)
Filed 2026-10-15
Cowa, LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$400.2K (-$94.5K)
Filed 2026-10-30
Boit C F David
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$400.2K (-$94.5K)
Filed 2026-10-29
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares420 from 994
Change-574 (-58%)
Value$399.0K (-$769.0K)
Filed 2026-11-05
Atwood & Palmer Inc
INCREASED
Shares420 from 260
Change+160 (+62%)
Value$399.4K (+$93.7K)
Filed 2026-10-08
Verity Asset Management, Inc.
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$398.1K (-$93.9K)
Filed 2026-10-30
JSF Financial, LLC
INCREASED
Shares418 from 230
Change+188 (+82%)
Value$397.7K (+$127.1K)
Filed 2026-10-22
Mirador Capital Partners LP
INCREASED
Shares418 from 408
Change+10 (+2%)
Value$397.3K (-$82.0K)
Filed 2026-10-09
Baron Wealth Management LLC
INCREASED
Shares418 from 415
Change+3 (+1%)
Value$397.4K (-$90.3K)
Filed 2026-10-27
Fell Capital Management
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$397.3K (-$93.8K)
Filed 2026-10-09
Winebrenner Capital Management LLC
DECREASED
Shares416 from 436
Change-20 (-5%)
Value$395.5K (-$116.8K)
Filed 2026-10-07
Vista Capital Partners, Inc.
NEW
Shares415
Change+415
Value$394.5K
Filed 2026-11-06
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares415 from 418
Change-3 (-1%)
Value$394.6K (-$96.7K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
DECREASED
Shares414 from 515
Change-101 (-20%)
Value$393.5K (-$211.6K)
Filed 2026-10-28
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$393.5K (-$92.9K)
Filed 2026-10-23
Burton Enright Welch
INCREASED
Shares413 from 392
Change+21 (+5%)
Value$392.8K (-$68.1K)
Filed 2026-11-04
Naples Global Advisors, LLC
INCREASED
Shares412 from 410
Change+2 (+0%)
Value$391.9K (-$90.3K)
Filed 2026-11-05
Payden & Rygel
INCREASED
Shares410 from 280
Change+130 (+46%)
Value$390.0K (+$61.0K)
Filed 2026-10-28
Bell Bank
DECREASED
Shares410 from 412
Change-2 (0%)
Value$389.7K (-$94.3K)
Filed 2026-10-21
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$389.6K (-$92.0K)
Filed 2026-10-05
Centurion Wealth Management LLC
DECREASED
Shares409 from 422
Change-13 (-3%)
Value$388.8K (-$107.0K)
Filed 2026-10-13
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares406 from 433
Change-27 (-6%)
Value$385.5K (-$122.7K)
Filed 2026-11-03
Warwick Investment Management, Inc.
INCREASED
Shares406 from 386
Change+20 (+5%)
Value$385.9K (-$67.6K)
Filed 2026-10-19
Southland Equity Partners LLC
DECREASED
Shares405 from 583
Change-178 (-31%)
Value$385.0K (-$300.0K)
Filed 2026-10-14
First Nebraska Trust Co
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$384.9K (-$90.9K)
Filed 2026-10-30
Syntegra Private Wealth Group, LLC
DECREASED
Shares404 from 437
Change-33 (-8%)
Value$384.0K (-$129.4K)
Filed 2026-10-13
Hobart Private Capital, LLC
INCREASED
Shares404 from 385
Change+19 (+5%)
Value$384.0K (-$68.3K)
Filed 2026-10-19
Elite Life Management LLC
INCREASED
Shares404 from 386
Change+18 (+5%)
Value$311.3K (-$81.6K)
Filed 2026-11-06
Capital Asset Advisory Services LLC
DECREASED
Shares404 from 409
Change-5 (-1%)
Value$334.5K (-$146.3K)
Filed 2026-10-30
PTM Wealth Management, LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$415.5K (+$5.8K)
Filed 2026-10-23
Hummer Financial Advisory Services Inc
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$384.2K (-$90.6K)
Filed 2026-10-09
Marion Wealth Management
INCREASED
Shares403 from 350
Change+53 (+15%)
Value$383.2K (-$28.2K)
Filed 2026-10-22
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$383.1K (-$90.4K)
Filed 2026-11-02
Power Wealth Management LLC
INCREASED
Shares401 from 296
Change+105 (+35%)
Value$381.1K (+$33.4K)
Filed 2026-10-27
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares400 from 393
Change+7 (+2%)
Value$380.3K (-$81.5K)
Filed 2026-10-16
Lincoln Capital Corp
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$380.2K (-$89.7K)
Filed 2026-10-13
Tortoise Investment Management, LLC
INCREASED
Shares399 from 391
Change+8 (+2%)
Value$379.4K (-$80.1K)
Filed 2026-11-06
Horst & Graben Wealth Management LLC
DECREASED
Shares399 from 401
Change-2 (0%)
Value$379.2K (-$75.6K)
Filed 2026-11-02
Greystone Financial Group, LLC
INCREASED
Shares398 from 317
Change+81 (+26%)
Value$378.3K (+$5.9K)
Filed 2026-10-26
Sweeney & Michel, LLC
DECREASED
Shares396 from 431
Change-35 (-8%)
Value$376.3K (-$50.4K)
Filed 2026-10-16
Cabot Wealth Management Inc
INCREASED
Shares396 from 372
Change+24 (+6%)
Value$376.4K (-$60.7K)
Filed 2026-11-05
Foster Victor Wealth Advisors, LLC
INCREASED
Shares396 from 390
Change+6 (+2%)
Value$359.8K (-$56.0K)
Filed 2026-10-21
Marotta Asset Management
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$376.4K (-$72.8K)
Filed 2026-10-02
Cane Capital Partners, LLC
NEW
Shares395
Change+395
Value$375.4K
Filed 2026-10-23
Brucke Financial, Inc.
INCREASED
Shares395 from 287
Change+108 (+38%)
Value$375.5K (+$38.3K)
Filed 2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED
Shares394 from 231
Change+163 (+71%)
Value$374.5K (+$103.0K)
Filed 2026-10-30
Zega Investments, LLC
DECREASED
Shares391 from 977
Change-586 (-60%)
Value$371.6K (-$776.2K)
Filed 2026-11-04
Hilltop National Bank
DECREASED
Shares389 from 510
Change-121 (-24%)
Value$369.7K (-$229.4K)
Filed 2026-10-14
Wealth Architects, LLC
DECREASED
Shares389 from 469
Change-80 (-17%)
Value$370.7K (-$180.8K)
Filed 2026-11-03
Titleist Asset Management, LLC
DECREASED
Shares389 from 400
Change-11 (-3%)
Value$370.0K (-$100.2K)
Filed 2026-10-08
Milestone Asset Management Group, LLC
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$369.8K (-$87.2K)
Filed 2026-10-20
Whelan Financial
INCREASED
Shares388 from 343
Change+45 (+13%)
Value$368.4K (-$34.1K)
Filed 2026-10-28
BXM Wealth LLC
INCREASED
Shares388 from 383
Change+5 (+1%)
Value$368.8K (-$81.2K)
Filed 2026-11-03
Teza Capital Management LLC
INCREASED
Shares386 from 372
Change+14 (+4%)
Value$366.9K (-$70.5K)
Filed 2026-10-23
West Branch Capital LLC
INCREASED
Shares385 from 267
Change+118 (+44%)
Value$365.9K (+$52.3K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$366.4K (-$86.3K)
Filed 2026-10-26
Polaris Investment Advisors, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$365.9K (-$86.4K)
Filed 2026-10-20
Putney Financial Group LLC
INCREASED
Shares384 from 316
Change+68 (+22%)
Value$365.0K (-$6.3K)
Filed 2026-10-30
Valley National Advisers Inc
DECREASED
Shares384 from 390
Change-6 (-2%)
Value$365.0K (-$93.2K)
Filed 2026-10-23
Harbour Trust & Investment Management Co
NEW
Shares383
Change+383
Value$364.0K
Filed 2026-10-28
Quilter Plc
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$363.1K (-$85.7K)
Filed 2026-10-21
Guardian Partners Inc.
INCREASED
Shares381 from 281
Change+100 (+36%)
Value$362.1K (+$32.0K)
Filed 2026-10-21
LeConte Wealth Management, LLC
INCREASED
Shares381 from 331
Change+50 (+15%)
Value$362.1K (-$26.7K)
Filed 2026-10-20
Nemes Rush Group LLC
DECREASED
Shares381 from 382
Change-1 (0%)
Value$362.2K (-$86.6K)
Filed 2026-11-04
Shelton Wealth Management, LLC
NEW
Shares380
Change+380
Value$361.2K
Filed 2026-10-16
Stonebridge Financial Group, LLC
INCREASED
Shares380 from 365
Change+15 (+4%)
Value$361.2K (-$67.6K)
Filed 2026-10-01
JGP Wealth Management, LLC
DECREASED
Shares380 from 381
Change-1 (0%)
Value$361.2K (-$86.4K)
Filed 2026-10-13
Advisory Resource Group
INCREASED
Shares380 from 379
Change+1 (+0%)
Value$361.2K (-$84.1K)
Filed 2026-10-26
Eagle Bay Advisors LLC
INCREASED
Shares379 from 368
Change+11 (+3%)
Value$359.8K (-$72.2K)
Filed 2026-10-16
Terril Brothers, Inc.
DECREASED
Shares378 from 416
Change-38 (-9%)
Value$359.3K (-$129.5K)
Filed 2026-11-06
Pines Wealth Management, LLC
DECREASED
Shares378 from 402
Change-24 (-6%)
Value$359.3K (-$113.0K)
Filed 2026-10-21
Montis Financial, LLC
INCREASED
Shares378 from 361
Change+17 (+5%)
Value$359.5K (-$64.9K)
Filed 2026-11-04
Braeburn Wealth Management LLC
DECREASED
Shares375 from 426
Change-51 (-12%)
Value$356.9K (-$143.0K)
Filed 2026-10-15
W Advisors, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$356.4K (-$84.1K)
Filed 2026-11-02
Vicus Capital
DECREASED
Shares374 from 487
Change-113 (-23%)
Value$355.1K (-$216.8K)
Filed 2026-11-05
Stirlingshire Investments, Inc.
DECREASED
Shares374 from 375
Change-1 (0%)
Value$355.6K (-$85.2K)
Filed 2026-11-05
Falcon Wealth Planning
INCREASED
Shares372 from 302
Change+70 (+23%)
Value$353.4K (-$1.2K)
Filed 2026-11-06
Innova Wealth Partners
INCREASED
Shares372 from 310
Change+62 (+20%)
Value$353.6K (-$10.6K)
Filed 2026-10-21
waypoint wealth counsel
INCREASED
Shares372 from 311
Change+61 (+20%)
Value$353.6K (-$11.8K)
Filed 2026-10-22
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares372 from 371
Change+1 (+0%)
Value$354.0K (-$81.9K)
Filed 2026-10-20
Leelyn Smith, LLC
INCREASED
Shares371 from 277
Change+94 (+34%)
Value$352.2K (+$27.3K)
Filed 2026-11-03
Friedenthal Financial
INCREASED
Shares371 from 300
Change+71 (+24%)
Value$352.6K (+$174)
Filed 2026-10-27
Summit Asset Management, LLC
INCREASED
Shares370 from 357
Change+13 (+4%)
Value$352.1K (-$67.8K)
Filed 2026-11-05
Willner & Heller, LLC
INCREASED
Shares369 from 343
Change+26 (+8%)
Value$350.3K (-$53.1K)
Filed 2026-10-28
Alpha Advisors, LLC
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$350.7K (-$82.8K)
Filed 2026-10-19
Parkside Investments, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$349.8K (-$82.6K)
Filed 2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$348.8K (-$82.3K)
Filed 2026-10-28
Carter Financial Group, Inc.
INCREASED
Shares366 from 333
Change+33 (+10%)
Value$348.1K (-$43.3K)
Filed 2026-10-21
Emprise Bank
INCREASED
Shares366 from 362
Change+4 (+1%)
Value$346.9K (-$77.2K)
Filed 2026-10-07
Ridgeline Wealth, LLC
DECREASED
Shares364 from 367
Change-3 (-1%)
Value$365.5K (-$65.7K)
Filed 2026-10-14
Commonwealth Financial Services, LLC
INCREASED
Shares363 from 298
Change+65 (+22%)
Value$345.0K (-$5.1K)
Filed 2026-10-20
Obermeyer Wealth Partners
INCREASED
Shares363 from 341
Change+22 (+6%)
Value$345.2K (-$55.6K)
Filed 2026-10-21
Jeppson Wealth Management, LLC
INCREASED
Shares363 from 362
Change+1 (+0%)
Value$345.0K (-$80.3K)
Filed 2026-10-20
BlueSky Wealth Advisors, LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$345.0K (-$81.4K)
Filed 2026-10-29
Cap Partners, LLC
INCREASED
Shares362 from 356
Change+6 (+2%)
Value$344.1K (-$74.2K)
Filed 2026-10-19
Carl P. Sherr & Co., LLC
INCREASED
Shares362 from 361
Change+1 (+0%)
Value$343.7K (-$80.9K)
Filed 2026-11-06
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$343.1K (-$81.0K)
Filed 2026-11-02
Basso Capital Management, L.P.
INCREASED
Shares360 from 185
Change+175 (+95%)
Value$341.9K (+$124.5K)
Filed 2026-10-30
Rothwell Investment Advisors, LLC
NEW
Shares359
Change+359
Value$340.8K
Filed 2026-11-06
Dixon Fnancial Services, Inc.
NEW
Shares359
Change+359
Value$341.2K
Filed 2026-10-23
CFS Investment Advisory Services, LLC
DECREASED
Shares359 from 369
Change-10 (-3%)
Value$369.5K (-$41.3K)
Filed 2026-10-19
Insight Wealth Strategies, LLC
INCREASED
Shares358 from 351
Change+7 (+2%)
Value$339.8K (-$58.9K)
Filed 2026-10-09
Peoples Financial Services Corp.
DECREASED
Shares358 from 359
Change-1 (0%)
Value$340.3K (-$81.5K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED
Shares357 from 297
Change+60 (+20%)
Value$339.0K (-$9.9K)
Filed 2026-10-29
Fonville Wealth Management LLC
INCREASED
Shares356 from 295
Change+61 (+21%)
Value$338.3K (-$8.4K)
Filed 2026-10-28
Avid Wealth Partners LLC
DECREASED
Shares356 from 358
Change-2 (-1%)
Value$338.4K (-$82.2K)
Filed 2026-11-03
Tamar Securities, LLC
DECREASED
Shares355 from 387
Change-32 (-8%)
Value$337.5K (-$117.6K)
Filed 2026-11-03
Hudock, Inc.
DECREASED
Shares354 from 436
Change-82 (-19%)
Value$336.7K (-$175.8K)
Filed 2026-10-14
Finivi Inc.
INCREASED
Shares354 from 324
Change+30 (+9%)
Value$336.4K (-$44.3K)
Filed 2026-10-13
Hoxton Planning & Management, LLC
DECREASED
Shares352 from 354
Change-2 (-1%)
Value$334.6K (-$81.3K)
Filed 2026-10-15
Marino, Stram & Associates LLC
INCREASED
Shares351 from 336
Change+15 (+4%)
Value$333.6K (-$60.8K)
Filed 2026-10-22
Retirement Planning Group, LLC
DECREASED
Shares351 from 364
Change-13 (-4%)
Value$334.0K (-$94.1K)
Filed 2026-10-19
Argentarii, LLC
DECREASED
Shares350 from 352
Change-2 (-1%)
Value$333.1K (-$23.5K)
Filed 2026-10-28
GSG Advisors LLC
INCREASED
Shares349 from 328
Change+21 (+6%)
Value$331.7K (-$53.6K)
Filed 2026-11-03
Mlp3, LLC
DECREASED
Shares349 from 362
Change-13 (-4%)
Value$331.6K (-$93.4K)
Filed 2026-10-22
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$331.7K (-$78.5K)
Filed 2026-10-30
Trek Financial, LLC
INCREASED
Shares347 from 261
Change+86 (+33%)
Value$329.5K (+$22.8K)
Filed 2026-10-29
Capital Advantage, Inc.
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$329.8K (-$77.9K)
Filed 2026-10-14
First Affirmative Financial Network
NEW
Shares346
Change+346
Value$329.1K
Filed 2026-10-21
PFW Advisors LLC
INCREASED
Shares346 from 341
Change+5 (+1%)
Value$328.9K (-$71.8K)
Filed 2026-10-07
Pacific Sage Partners, LLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$328.9K (-$77.6K)
Filed 2026-10-21
Tuttle Capital Management, LLC
NEW
Shares345
Change+345
Value$327.9K
Filed 2026-10-21
Sather Financial Group Inc
DECREASED
Shares345 from 459
Change-114 (-25%)
Value$327.9K (-$211.3K)
Filed 2026-10-30
Diversified Portfolios, Inc.
DECREASED
Shares345 from 387
Change-42 (-11%)
Value$327.9K (-$126.8K)
Filed 2026-11-04
Five Oceans Advisors
DECREASED
Shares345 from 372
Change-27 (-7%)
Value$327.9K (-$109.1K)
Filed 2026-10-22
Security National Bank
DECREASED
Shares345 from 353
Change-8 (-2%)
Value$327.9K (-$86.8K)
Filed 2026-10-26
Cypress Wealth Services, LLC
INCREASED
Shares345 from 340
Change+5 (+1%)
Value$354.6K (-$45.4K)
Filed 2026-10-21
Community Trust & Investment Co
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$327.9K (-$77.4K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
INCREASED
Shares343 from 299
Change+44 (+15%)
Value$326.0K (-$25.3K)
Filed 2026-11-03
North Berkeley Wealth Management, LLC
DECREASED
Shares343 from 361
Change-18 (-5%)
Value$326.0K (-$98.1K)
Filed 2026-11-02
American National Bank & Trust
INCREASED
Shares343 from 328
Change+15 (+5%)
Value$326.0K (-$59.3K)
Filed 2026-10-07
Sigma Investment Counselors Inc
INCREASED
Shares342 from 332
Change+10 (+3%)
Value$325.4K (-$64.9K)
Filed 2026-10-27
River Street Advisors LLC
INCREASED
Shares341 from 306
Change+35 (+11%)
Value$324.1K (-$35.4K)
Filed 2026-10-22
Madden Securities Corp
INCREASED
Shares340 from 330
Change+10 (+3%)
Value$323.2K (-$64.5K)
Filed 2026-10-27
Aspen Wealth Management LLC
INCREASED
Shares339 from 247
Change+92 (+37%)
Value$322.5K (+$32.0K)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares339 from 308
Change+31 (+10%)
Value$322.2K (-$39.6K)
Filed 2026-10-13
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$322.5K (-$76.0K)
Filed 2026-10-19
Founders Grove Wealth Partners, LLC
DECREASED
Shares336 from 355
Change-19 (-5%)
Value$319.4K (-$97.7K)
Filed 2026-10-16
Fairvoy Private Wealth, LLC
DECREASED
Shares336 from 338
Change-2 (-1%)
Value$319.8K (-$77.8K)
Filed 2026-10-19
Eagle Wealth Strategies LLC
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$317.5K (-$74.9K)
Filed 2026-10-20
J. L. Bainbridge & Co., Inc.
DECREASED
Shares333 from 528
Change-195 (-37%)
Value$316.5K (-$303.2K)
Filed 2026-10-20
Invenio Wealth Partners LLC
INCREASED
Shares333 from 331
Change+2 (+1%)
Value$316.5K (-$72.4K)
Filed 2026-10-20
Embree Financial Group
INCREASED
Shares332 from 265
Change+67 (+25%)
Value$315.6K (+$4.2K)
Filed 2026-10-22
Smith Partners Wealth Management, LLC
INCREASED
Shares332 from 274
Change+58 (+21%)
Value$315.6K (-$6.3K)
Filed 2026-11-05
Verity & Verity, LLC
INCREASED
Shares332 from 286
Change+46 (+16%)
Value$315.6K (-$20.4K)
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares332 from 302
Change+30 (+10%)
Value$315.2K (-$39.1K)
Filed 2026-10-29
Crumly & Associates Inc.
DECREASED
Shares332 from 343
Change-11 (-3%)
Value$315.6K (-$87.4K)
Filed 2026-10-07
Parkshore Wealth Management, Inc.
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$315.6K (-$74.5K)
Filed 2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares330 from 397
Change-67 (-17%)
Value$313.2K (-$152.7K)
Filed 2026-10-15
Leslie Global Wealth, LLC
INCREASED
Shares330 from 326
Change+4 (+1%)
Value$313.7K (-$69.3K)
Filed 2026-10-26
Ridgepath Capital Management LLC
INCREASED
Shares330 from 327
Change+3 (+1%)
Value$313.2K (-$71.4K)
Filed 2026-10-29
First Financial Group Corp
DECREASED
Shares329 from 340
Change-11 (-3%)
Value$313.2K (-$86.8K)
Filed 2026-10-22
Rise Advisors, LLC
INCREASED
Shares329 from 325
Change+4 (+1%)
Value$313.1K (-$69.1K)
Filed 2026-10-16
Flower City Capital
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$312.7K (-$74.0K)
Filed 2026-10-15
Dagco, Inc.
INCREASED
Shares328 from 204
Change+124 (+61%)
Value$311.8K (+$72.1K)
Filed 2026-10-20
Occidental Asset Management, LLC
INCREASED
Shares328 from 278
Change+50 (+18%)
Value$311.8K (-$14.9K)
Filed 2026-11-05
Integris Wealth Management, LLC
DECREASED
Shares328 from 331
Change-3 (-1%)
Value$311.8K (-$77.1K)
Filed 2026-10-14
Andrews Advisory Associates, LLC
INCREASED
Shares328 from 327
Change+1 (+0%)
Value$311.8K (-$72.4K)
Filed 2026-10-15
Private Wealth Group, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$311.8K (-$73.6K)
Filed 2026-10-19
Johnson Bixby & Associates, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$311.8K (-$73.6K)
Filed 2026-10-14
Marathon Capital Management
DECREASED
Shares327 from 330
Change-3 (-1%)
Value$310.8K (-$76.9K)
Filed 2026-10-23
Affinity Capital Advisors, LLC
INCREASED
Shares326 from 316
Change+10 (+3%)
Value$327.6K (-$36.5K)
Filed 2026-10-13
Kavar Capital Partners Group, LLC
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$309.9K (-$73.1K)
Filed 2026-11-06
TSG Advice Partners, LLC
NEW
Shares325
Change+325
Value$382.4K
Filed 2026-10-29
Optima Capital LLC
DECREASED
Shares325 from 327
Change-2 (-1%)
Value$308.9K (-$75.4K)
Filed 2026-10-29
Michael Brady & Co., LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$308.9K (-$72.9K)
Filed 2026-10-23
Cypress Capital, LLC
INCREASED
Shares324 from 302
Change+22 (+7%)
Value$308.0K (-$46.8K)
Filed 2026-10-20
Denver PWM, LLC
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$307.6K (-$36.5K)
Filed 2026-10-22
Insight Advisors, LLC/ PA
NEW
Shares323
Change+323
Value$307.0K
Filed 2026-10-22
Acorn Wealth Advisors, LLC
INCREASED
Shares323 from 201
Change+122 (+61%)
Value$307.0K (+$70.9K)
Filed 2026-10-19
Motive Wealth Advisors
DECREASED
Shares323 from 344
Change-21 (-6%)
Value$307.0K (-$97.1K)
Filed 2026-10-26
Centerpoint Advisors, LLC
INCREASED
Shares321 from 266
Change+55 (+21%)
Value$305.0K (-$8.0K)
Filed 2026-11-05
Horizon Financial Services, LLC
INCREASED
Shares321 from 296
Change+25 (+8%)
Value$305.1K (-$42.7K)
Filed 2026-11-04
United Asset Strategies, Inc.
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$305.4K (-$72.0K)
Filed 2026-10-28
Center For Asset Management LLC
NEW
Shares320
Change+320
Value$304.1K
Filed 2026-10-16
Fogel Capital Management, Inc.
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$304.2K (-$71.8K)
Filed 2026-11-04
Syverson Strege & Co
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$304.2K (-$71.8K)
Filed 2026-11-02
LS Investment Advisors, LLC
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$303.2K (-$71.6K)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$303.2K (-$71.6K)
Filed 2026-10-27
Heritage Investment Group, Inc.
NEW
Shares318
Change+318
Value$302.3K
Filed 2026-11-03
Genus Capital Management Inc.
DECREASED
Shares318 from 9,708
Change-9,390 (-97%)
Value$302.3K (-$11.1M)
Filed 2026-11-04
Colonial River Investments, LLC
DECREASED
Shares318 from 332
Change-14 (-4%)
Value$302.3K (-$87.8K)
Filed 2026-10-19
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares318 from 330
Change-12 (-4%)
Value$302.4K (-$85.3K)
Filed 2026-10-15
LMG Wealth Partners, LLC
INCREASED
Shares318 from 315
Change+3 (+1%)
Value$302.3K (-$67.8K)
Filed 2026-11-05
Burns J W & Co Inc
INCREASED
Shares317 from 311
Change+6 (+2%)
Value$301.3K (-$64.1K)
Filed 2026-10-20
Patrick M Sweeney & Associates, Inc
DECREASED
Shares317 from 320
Change-3 (-1%)
Value$301.3K (-$74.7K)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares315 from 97
Change+218 (+225%)
Value$300.0K (+$185.3K)
Filed 2026-10-16
Arlington Capital Management Inc
INCREASED
Shares314 from 187
Change+127 (+68%)
Value$298.5K (+$78.8K)
Filed 2026-10-30
Kraematon Investment Advisors, Inc
INCREASED
Shares313 from 307
Change+6 (+2%)
Value$297.2K (-$63.0K)
Filed 2026-11-02
Trueblood Wealth Management, LLC
INCREASED
Shares313 from 312
Change+1 (+0%)
Value$297.5K (-$69.1K)
Filed 2026-10-23
Fischer Financial Services, Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$296.6K (-$70.0K)
Filed 2026-10-30
United Community Bank
INCREASED
Shares311 from 303
Change+8 (+3%)
Value$295.6K (-$60.4K)
Filed 2026-10-28
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares311 from 309
Change+2 (+1%)
Value$295.1K (-$68.5K)
Filed 2026-10-29
Ables, Iannone, Moore & Associates, Inc.
NEW
Shares310
Change+310
Value$294.7K
Filed 2026-10-06
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$294.7K (-$69.6K)
Filed 2026-10-20
Intrua Financial, LLC
DECREASED
Shares309 from 593
Change-284 (-48%)
Value$293.9K (-$403.0K)
Filed 2026-10-28
BlueChip Wealth Advisors LLC
INCREASED
Shares308 from 190
Change+118 (+62%)
Value$292.8K (+$69.5K)
Filed 2026-11-03
Keystone Wealth Services, LLC
INCREASED
Shares307 from 293
Change+14 (+5%)
Value$295.8K (-$48.8K)
Filed 2026-11-03
Chemistry Wealth Management LLC
INCREASED
Shares306 from 284
Change+22 (+8%)
Value$290.9K (-$42.8K)
Filed 2026-10-16
Miller Howard Investments Inc
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$290.9K (-$68.7K)
Filed 2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$290.9K (-$68.7K)
Filed 2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares305 from 312
Change-7 (-2%)
Value$290.0K (-$76.7K)
Filed 2026-10-20
DWR Wealth Management, LLC
INCREASED
Shares305 from 300
Change+5 (+2%)
Value$293.7K (-$37.2K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
INCREASED
Shares304 from 280
Change+24 (+9%)
Value$288.9K (-$40.0K)
Filed 2026-10-05
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares304 from 298
Change+6 (+2%)
Value$288.9K (-$61.2K)
Filed 2026-10-21
Galvin, Gaustad & Stein, LLC
NEW
Shares303
Change+303
Value$288.8K
Filed 2026-10-08
EdgeRock Capital LLC
DECREASED
Shares303 from 332
Change-29 (-9%)
Value$288.0K (-$102.1K)
Filed 2026-11-03
McCollum Christoferson Group LLC
INCREASED
Shares302 from 236
Change+66 (+28%)
Value$287.0K (+$9.8K)
Filed 2026-10-13
Richard Young Associates, Ltd.
INCREASED
Shares302 from 279
Change+23 (+8%)
Value$287.0K (-$40.7K)
Filed 2026-11-03
Seven Mile Advisory
DECREASED
Shares302 from 319
Change-17 (-5%)
Value$287.0K (-$87.7K)
Filed 2026-10-22
Private Wealth Management Group, LLC
INCREASED
Shares301 from 300
Change+1 (+0%)
Value$286.0K (-$66.4K)
Filed 2026-10-19
Leisure Capital Management
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$286.1K (-$67.5K)
Filed 2026-11-03
Poehling Capital Management, Inc.
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$286.1K (-$67.5K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
DECREASED
Shares300 from 353
Change-53 (-15%)
Value$285.1K (-$129.9K)
Filed 2026-10-26
Mann Financial Group, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$285.1K (-$67.3K)
Filed 2026-10-15
Vilga Financial Planning LLC
NEW
Shares299
Change+299
Value$284.2K
Filed 2026-10-09
Certior Financial Group, LLC
DECREASED
Shares299 from 327
Change-28 (-9%)
Value$284.3K (-$100.0K)
Filed 2026-10-19
Legacy Edge Advisors, LLC
INCREASED
Shares299 from 272
Change+27 (+10%)
Value$284.2K (-$35.4K)
Filed 2026-11-06
Royal Palms Capital LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$284.2K (-$67.1K)
Filed 2026-10-23
Latitude Advisors, LLC
INCREASED
Shares298 from 264
Change+34 (+13%)
Value$283.4K (-$26.9K)
Filed 2026-10-27
Gen-Wealth Partners Inc
INCREASED
Shares298 from 294
Change+4 (+1%)
Value$283.0K (-$62.6K)
Filed 2026-11-04
Aspetuck Financial Management LLC
NEW
Shares297
Change+297
Value$282.3K
Filed 2026-11-04
Wealth Preservation Advisors, LLC
NEW
Shares297
Change+297
Value$282.3K
Filed 2026-11-05
Bullseye Investment Management, LLC
INCREASED
Shares297 from 262
Change+35 (+13%)
Value$282.3K (-$25.5K)
Filed 2026-10-29
Washington Growth Strategies LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$282.3K (-$66.6K)
Filed 2026-10-19
Peddock Capital Advisors, LLC
DECREASED
Shares295 from 331
Change-36 (-11%)
Value$280.4K (-$108.5K)
Filed 2026-10-16
Townsend Asset Management Corp
INCREASED
Shares295 from 275
Change+20 (+7%)
Value$280.4K (-$42.7K)
Filed 2026-10-29
Richardson Financial Services Inc.
INCREASED
Shares293 from 268
Change+25 (+9%)
Value$278.5K (-$36.4K)
Filed 2026-10-30
AGH Wealth Advisors, LLC
INCREASED
Shares293 from 287
Change+6 (+2%)
Value$278.5K (-$58.7K)
Filed 2026-10-26
Gratus Wealth Advisors, LLC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$278.5K (-$65.7K)
Filed 2026-10-26
Goldenstone Wealth Management LLC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$278.5K (-$65.7K)
Filed 2026-11-04
Woodmont Investment Counsel LLC
INCREASED
Shares291 from 234
Change+57 (+24%)
Value$276.3K (+$1.8K)
Filed 2026-10-29
Elm3 Financial Group, LLC
INCREASED
Shares290 from 279
Change+11 (+4%)
Value$275.6K (-$52.1K)
Filed 2026-10-07
William B. Walkup & Associates, Inc.
DECREASED
Shares290 from 299
Change-9 (-3%)
Value$275.6K (-$75.6K)
Filed 2026-11-05
RKL Wealth Management LLC
INCREASED
Shares290 from 288
Change+2 (+1%)
Value$275.7K (-$62.7K)
Filed 2026-10-16
Semus Wealth Partners LLC
INCREASED
Shares289 from 201
Change+88 (+44%)
Value$274.8K (+$38.5K)
Filed 2026-10-22
Tenzing Financial LLC
DECREASED
Shares289 from 295
Change-6 (-2%)
Value$262.5K (-$77.3K)
Filed 2026-11-03
Barry Investment Advisors, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$274.5K (-$64.7K)
Filed 2026-10-14
Romano Brothers and Company
INCREASED
Shares287 from 268
Change+19 (+7%)
Value$272.8K (-$42.1K)
Filed 2026-10-22
Bull Street Advisors, LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$273.0K (-$64.0K)
Filed 2026-10-20
bLong Financial, LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$272.8K (-$64.4K)
Filed 2026-10-29
Investment Research Partners LLC
DECREASED
Shares286 from 307
Change-21 (-7%)
Value$271.8K (-$88.8K)
Filed 2026-10-19
Sherman Wealth Management LLC
INCREASED
Shares286 from 285
Change+1 (+0%)
Value$271.4K (-$63.9K)
Filed 2026-10-16
Precedent Wealth Partners, LLC
INCREASED
Shares285 from 174
Change+111 (+64%)
Value$270.8K (+$66.4K)
Filed 2026-10-21
Kaydan Wealth Management, Inc.
DECREASED
Shares285 from 339
Change-54 (-16%)
Value$270.9K (-$127.4K)
Filed 2026-10-08
Shoker Investment Counsel, Inc.
INCREASED
Shares285 from 279
Change+6 (+2%)
Value$270.9K (-$56.9K)
Filed 2026-11-04
Financial Consulate, Inc
DECREASED
Shares285 from 289
Change-4 (-1%)
Value$271.1K (-$68.7K)
Filed 2026-10-23
Accel Wealth Management
DECREASED
Shares284 from 285
Change-1 (0%)
Value$270.1K (-$64.9K)
Filed 2026-10-13
Kelsey Financial, LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$269.9K (-$63.7K)
Filed 2026-10-28
Twelve Points Wealth Management LLC
INCREASED
Shares283 from 209
Change+74 (+35%)
Value$242.8K (-$3.0K)
Filed 2026-11-03
Independence Financial Advisors, LLC
INCREASED
Shares283 from 272
Change+11 (+4%)
Value$268.7K (-$50.4K)
Filed 2026-10-08
Montz Harcus Wealth Management LLC
INCREASED
Shares281 from 211
Change+70 (+33%)
Value$267.1K (+$19.2K)
Filed 2026-10-09
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares281 from 217
Change+64 (+29%)
Value$267.1K (+$12.1K)
Filed 2026-10-22
Cora Capital Advisors LLC
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$267.1K (-$63.0K)
Filed 2026-11-02
Redwood Financial Network Corp
NEW
Shares280
Change+280
Value$266.5K
Filed 2026-11-03
Avail Investment Partners, LLC
DECREASED
Shares280 from 301
Change-21 (-7%)
Value$266.1K (-$87.5K)
Filed 2026-10-16
New England Capital Financial Advisors LLC
INCREASED
Shares280 from 279
Change+1 (+0%)
Value$266.3K (-$61.5K)
Filed 2026-11-03
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$266.1K (-$62.8K)
Filed 2026-10-30
Tortuga Wealth Management, Inc
DECREASED
Shares279 from 309
Change-30 (-10%)
Value$265.2K (-$97.8K)
Filed 2026-10-27
Cooper S Advisors, LLC
DECREASED
Shares279 from 288
Change-9 (-3%)
Value$265.2K (-$73.2K)
Filed 2026-11-03
Opal Wealth Advisors, LLC
INCREASED
Shares279 from 273
Change+6 (+2%)
Value$264.9K (-$55.5K)
Filed 2026-10-16
Firethorn Wealth Partners, LLC
DECREASED
Shares279 from 281
Change-2 (-1%)
Value$265.1K (-$64.9K)
Filed 2026-10-14
Northstar Asset Management Co
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$257.4K (-$24.7K)
Filed 2026-10-22
Myriad Asset Management US LP
NEW
Shares277
Change+277
Value$263.0K
Filed 2026-11-03
Fidelity D & D Bancorp Inc
DECREASED
Shares277 from 283
Change-6 (-2%)
Value$263.3K (-$69.2K)
Filed 2026-11-05
Uptick Partners, LLC
NEW
Shares276
Change+276
Value$262.1K
Filed 2026-11-04
Canvas Wealth Advisors, LLC
DECREASED
Shares276 from 288
Change-12 (-4%)
Value$245.0K (-$93.3K)
Filed 2026-11-02
111 Capital
DECREASED
Shares276 from 281
Change-5 (-2%)
Value$262.3K (-$67.8K)
Filed 2026-11-03
Financial Perspectives, Inc
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$262.6K (-$62.0K)
Filed 2026-11-03
Princeton Global Asset Management LLC
INCREASED
Shares275 from 174
Change+101 (+58%)
Value$261.1K (+$56.2K)
Filed 2026-10-21
Choice Wealth Advisors LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$260.4K (-$61.5K)
Filed 2026-10-16
First County Bank
NEW
Shares272
Change+272
Value$258.5K
Filed 2026-10-13
Dynamic Financial Group
INCREASED
Shares272 from 262
Change+10 (+4%)
Value$258.6K (-$49.2K)
Filed 2026-10-28
National Wealth Management Group, LLC
DECREASED
Shares272 from 273
Change-1 (0%)
Value$258.6K (-$62.2K)
Filed 2026-10-26
Eurizon SLJ Capital Ltd
DECREASED
Shares271 from 332
Change-61 (-18%)
Value$257.6K (-$132.5K)
Filed 2026-11-06
WPG Advisers, LLC
INCREASED
Shares270 from 260
Change+10 (+4%)
Value$256.6K (-$48.8K)
Filed 2026-10-27
Forbes J M & Co LLP
INCREASED
Shares270 from 263
Change+7 (+3%)
Value$256.6K (-$52.4K)
Filed 2026-10-16
BostonPremier Wealth LLC
INCREASED
Shares270 from 267
Change+3 (+1%)
Value$256.9K (-$57.0K)
Filed 2026-10-16
Sterling Wealth Management, Inc.
DECREASED
Shares269 from 289
Change-20 (-7%)
Value$255.7K (-$83.9K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
DECREASED
Shares269 from 276
Change-7 (-3%)
Value$255.7K (-$68.6K)
Filed 2026-10-05
Cogent Private Wealth, Inc.
DECREASED
Shares269 from 271
Change-2 (-1%)
Value$255.7K (-$62.7K)
Filed 2026-11-06
XY Planning Network, Inc.
NEW
Shares268
Change+268
Value$254.7K
Filed 2026-10-14
Smith Thornton Advisors LLC
INCREASED
Shares268 from 257
Change+11 (+4%)
Value$254.7K (-$13.2K)
Filed 2026-10-16
J. Derek Lewis & Associates Inc.
INCREASED
Shares268 from 261
Change+7 (+3%)
Value$254.7K (-$51.9K)
Filed 2026-11-03
Vision Financial Markets LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$254.7K (-$60.1K)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$254.7K (-$60.1K)
Filed 2026-10-20
Winter & Associates, Inc.
INCREASED
Shares266 from 236
Change+30 (+13%)
Value$236.8K (-$40.4K)
Filed 2026-10-23
Stockman Wealth Management, Inc.
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$252.8K (-$59.7K)
Filed 2026-10-27
Pegasus Asset Management, Inc.
INCREASED
Shares265 from 203
Change+62 (+31%)
Value$251.9K (+$13.4K)
Filed 2026-11-03
ETF Store, Inc.
DECREASED
Shares265 from 327
Change-62 (-19%)
Value$252.2K (-$132.5K)
Filed 2026-10-19
Family Wealth Partners, LLC
INCREASED
Shares265 from 263
Change+2 (+1%)
Value$251.9K (-$57.1K)
Filed 2026-10-20
Smith Chas P & Associates PA Cpas
INCREASED
Shares265 from 264
Change+1 (+0%)
Value$243.7K (-$67.0K)
Filed 2026-10-22
Sterling Financial Planning, Inc.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$251.9K (-$59.5K)
Filed 2026-10-28
Centerpoint Advisory Group
INCREASED
Shares264 from 211
Change+53 (+25%)
Value$250.9K (+$3.0K)
Filed 2026-10-23
Tactive Advisors, LLC
DECREASED
Shares263 from 662
Change-399 (-60%)
Value$250.0K (-$527.8K)
Filed 2026-10-08
Grey Ledge Advisors, LLC
INCREASED
Shares263 from 248
Change+15 (+6%)
Value$250.1K (-$41.3K)
Filed 2026-11-02
FDx Advisors, Inc.
DECREASED
Shares263 from 267
Change-4 (-1%)
Value$250.0K (-$64.0K)
Filed 2026-11-05
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$250.0K (-$59.0K)
Filed 2026-10-27
Gradient Capital Advisors, LLC
INCREASED
Shares262 from 193
Change+69 (+36%)
Value$249.0K (+$22.3K)
Filed 2026-10-21
Signet Investment Advisory Group, Inc.
DECREASED
Shares262 from 263
Change-1 (0%)
Value$249.0K (-$60.0K)
Filed 2026-10-30
Gerald Baker Financial Group LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$249.4K (-$58.7K)
Filed 2026-10-09
Rose Capital Advisors LLC
NEW
Shares260
Change+260
Value$247.2K
Filed 2026-11-04
Yankcom Partnership
INCREASED
Shares260 from 3
Change+257 (+8567%)
Value$247.1K (+$243.6K)
Filed 2026-10-15
Inlet Private Wealth, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$247.1K (-$58.3K)
Filed 2026-10-21
Madrona Financial Services, LLC
INCREASED
Shares259 from 249
Change+10 (+4%)
Value$246.4K (-$46.4K)
Filed 2026-10-23
Rainier Family Wealth Inc
INCREASED
Shares259 from 249
Change+10 (+4%)
Value$246.2K (-$46.4K)
Filed 2026-11-02
KWB Wealth
INCREASED
Shares259 from 258
Change+1 (+0%)
Value$245.7K (-$57.9K)
Filed 2026-10-16
Western Financial Corp
DECREASED
Shares258 from 6,994
Change-6,736 (-96%)
Value$245.3K (-$8.0M)
Filed 2026-10-14
CKW Financial Group
DECREASED
Shares258 from 264
Change-6 (-2%)
Value$255 (-$44)
Filed 2026-10-29
Aspire Private Capital, LLC
INCREASED
Shares258 from 257
Change+1 (+0%)
Value$245.2K (-$56.7K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares256
Change+256
Value$243.3K
Filed 2026-11-04
Tanager Wealth Management LLP
INCREASED
Shares256 from 199
Change+57 (+29%)
Value$243.3K (+$9.5K)
Filed 2026-10-19
Landaas & Co
DECREASED
Shares256 from 259
Change-3 (-1%)
Value$243.4K (-$61.0K)
Filed 2026-10-29
Home Federal Bank of Tennessee
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$243.3K (-$57.4K)
Filed 2026-10-15
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares255 from 246
Change+9 (+4%)
Value$242.7K (-$46.3K)
Filed 2026-10-22
Crown Wealth Group, LLC
DECREASED
Shares254 from 296
Change-42 (-14%)
Value$241.4K (-$106.3K)
Filed 2026-10-19
Hamilton Capital, LLC
DECREASED
Shares254 from 257
Change-3 (-1%)
Value$241.4K (-$60.5K)
Filed 2026-10-08
Linscomb Wealth, Inc.
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$241.4K (-$57.0K)
Filed 2026-11-05
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares253 from 259
Change-6 (-2%)
Value$240.5K (-$63.9K)
Filed 2026-10-26
Boltwood Capital Management
INCREASED
Shares253 from 248
Change+5 (+2%)
Value$240.5K (-$50.9K)
Filed 2026-10-02
WestHill Financial Advisors, Inc.
DECREASED
Shares252 from 357
Change-105 (-29%)
Value$239.5K (-$179.9K)
Filed 2026-10-14
Cosner Financial Group, LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$239.5K (-$56.5K)
Filed 2026-11-03
James J. Burns & Company, LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$239.5K (-$56.5K)
Filed 2026-10-22
Good Steward Wealth Advisors,LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$239.5K (-$56.5K)
Filed 2026-11-06
Iron Financial LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$239.6K (-$56.5K)
Filed 2026-10-23
Coquina Private Wealth LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$239.4K (-$56.4K)
Filed 2026-10-27
Olympiad Research LP
NEW
Shares251
Change+251
Value$238.6K
Filed 2026-11-04
Acorn Creek Capital LLC
INCREASED
Shares251 from 237
Change+14 (+6%)
Value$238.6K (-$39.9K)
Filed 2026-11-05
Aletheian Wealth Advisors LLC
INCREASED
Shares251 from 238
Change+13 (+5%)
Value$238.6K (-$41.0K)
Filed 2026-10-08
Alhambra Investment Management LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$237.6K (-$56.1K)
Filed 2026-10-15
JAG Capital Management, LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$236.7K (-$55.9K)
Filed 2026-11-06
Whitener Capital Management, Inc.
NEW
Shares248
Change+248
Value$235.7K
Filed 2026-10-15
Ceera Investments, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$235.7K (-$55.6K)
Filed 2026-11-02
Pachira Investments Inc.
INCREASED
Shares247 from 200
Change+47 (+24%)
Value$235.2K (-$212)
Filed 2026-10-14
Evanson Financial, LLC
INCREASED
Shares247 from 234
Change+13 (+6%)
Value$234.8K (-$40.2K)
Filed 2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$290.3K ($0)
Filed 2026-10-13
Vista Investment Partners LLC
INCREASED
Shares246 from 245
Change+1 (+0%)
Value$233.8K (-$54.0K)
Filed 2026-10-08
Mainsail Asset Management, LLC
DECREASED
Shares245 from 458
Change-213 (-47%)
Value$252.4K (-$232.3K)
Filed 2026-10-14
Price Financial Group Wealth Management, Inc
INCREASED
Shares245 from 192
Change+53 (+28%)
Value$243.0K (+$41.8K)
Filed 2026-11-02
Opus Capital Group, LLC
INCREASED
Shares245 from 225
Change+20 (+9%)
Value$233.0K (-$31.0K)
Filed 2026-10-30
Goelzer Investment Management, Inc.
INCREASED
Shares245 from 228
Change+17 (+7%)
Value$232.9K (-$35.0K)
Filed 2026-10-16
CPC Advisors, LLC
INCREASED
Shares244 from 199
Change+45 (+23%)
Value$231.9K (-$1.9K)
Filed 2026-10-21
Sagace Wealth Management LLC
DECREASED
Shares244 from 282
Change-38 (-13%)
Value$231.9K (-$99.4K)
Filed 2026-10-28
Auxano Advisors, LLC
INCREASED
Shares244 from 243
Change+1 (+0%)
Value$231.9K (-$53.6K)
Filed 2026-11-06
Salvus Wealth Management, LLC
DECREASED
Shares242 from 250
Change-8 (-3%)
Value$230.0K (-$63.7K)
Filed 2026-10-13
Cascade Investment Group, Inc.
NEW
Shares241
Change+241
Value$229.1K
Filed 2026-10-13
ERn Financial, LLC
INCREASED
Shares241 from 231
Change+10 (+4%)
Value$229.3K (-$42.3K)
Filed 2026-10-28
Royal Fund Management, LLC
DECREASED
Shares241 from 242
Change-1 (0%)
Value$229.1K (-$55.3K)
Filed 2026-10-22
Penn Davis Mcfarland Inc
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$228.1K (-$53.8K)
Filed 2026-10-23
Sunburst Financial Group, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$228.1K (-$53.9K)
Filed 2026-10-09
Abner Herrman & Brock LLC
NEW
Shares239
Change+239
Value$227.0K
Filed 2026-10-20
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares239 from 188
Change+51 (+27%)
Value$226.8K (+$5.3K)
Filed 2026-11-05
Fulcrum Capital LLC
INCREASED
Shares238 from 211
Change+27 (+13%)
Value$226.2K (-$21.7K)
Filed 2026-10-15
Emerald Advisors, LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$225.8K (-$53.3K)
Filed 2026-10-13
Fortress Financial Group, LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$226.1K (-$53.2K)
Filed 2026-10-21
Trifecta Capital Advisors, LLC
INCREASED
Shares237 from 153
Change+84 (+55%)
Value$225.3K (+$45.5K)
Filed 2026-10-21
Sculati Wealth Management, LLC
DECREASED
Shares236 from 272
Change-36 (-13%)
Value$235.2K (-$52.5K)
Filed 2026-10-19
Davidson Kahn Capital Management, LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$224.4K (-$52.9K)
Filed 2026-10-26
Independent Solutions Wealth Management, LLC
INCREASED
Shares235 from 211
Change+24 (+11%)
Value$223.4K (-$24.5K)
Filed 2026-10-28
Nautilus Advisors LLC
INCREASED
Shares235 from 221
Change+14 (+6%)
Value$223.5K (-$17.8K)
Filed 2026-10-07
Cottage Street Advisors LLC
NEW
Shares234
Change+234
Value$222.1K
Filed 2026-10-19
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$222.4K (-$52.5K)
Filed 2026-10-05
Balance Wealth Partners LLC
DECREASED
Shares233 from 254
Change-21 (-8%)
Value$221.9K (-$76.9K)
Filed 2026-10-27
Northwest Financial Advisors
DECREASED
Shares233 from 238
Change-5 (-2%)
Value$221.5K (-$58.2K)
Filed 2026-10-27
Cornerstone Planning Group LLC
INCREASED
Shares233 from 228
Change+5 (+2%)
Value$234.2K (+$9.5K)
Filed 2026-10-16
Morton Capital Management LLC
DECREASED
Shares233 from 237
Change-4 (-2%)
Value$221.9K (-$57.0K)
Filed 2026-10-23
Arsenal Capital Advisors LLC
INCREASED
Shares233 from 230
Change+3 (+1%)
Value$221.5K (-$48.8K)
Filed 2026-11-02
Wealth Quarterback LLC
DECREASED
Shares233 from 236
Change-3 (-1%)
Value$221.2K (-$55.6K)
Filed 2026-10-20
Hughes Financial Services, LLC
INCREASED
Shares232 from 229
Change+3 (+1%)
Value$206.0K (-$63.1K)
Filed 2026-10-30
Evolution Wealth Advisors, LLC
INCREASED
Shares231 from 220
Change+11 (+5%)
Value$219.6K (-$38.9K)
Filed 2026-11-03
Reston Wealth Management LLC
DECREASED
Shares230 from 233
Change-3 (-1%)
Value$218.8K (-$55.1K)
Filed 2026-10-29
Factor Wealth Management LTD
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$218.6K (-$51.6K)
Filed 2026-10-08
Journey Retirement Planning & Investment Management LLC
NEW
Shares229
Change+229
Value$217.7K
Filed 2026-10-09
GFS Advisors, LLC
DECREASED
Shares229 from 35,230
Change-35,001 (-99%)
Value$218.0K (+$129.9K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares229 from 189
Change+40 (+21%)
Value$217.7K (-$4.4K)
Filed 2026-11-04
First Hawaiian Bank
INCREASED
Shares229 from 223
Change+6 (+3%)
Value$217.7K (-$44.3K)
Filed 2026-10-14
MontVue Capital Management, Inc.
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$217.7K (-$51.4K)
Filed 2026-10-19
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$217.7K (-$51.4K)
Filed 2026-10-09
Saxon Interests, Inc.
DECREASED
Shares228 from 481
Change-253 (-53%)
Value$216.7K (-$348.4K)
Filed 2026-10-26
City Center Advisors, LLC
INCREASED
Shares228 from 215
Change+13 (+6%)
Value$216.7K (-$35.9K)
Filed 2026-10-08
Bell Investment Advisors, Inc
INCREASED
Shares228 from 223
Change+5 (+2%)
Value$216.7K (-$45.3K)
Filed 2026-10-29
Commerce Advisors, LLC
INCREASED
Shares228 from 227
Change+1 (+0%)
Value$216.7K (-$50.0K)
Filed 2026-10-19
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$215.0K (-$50.7K)
Filed 2026-10-09
Spartan Planning & Wealth Management
DECREASED
Shares225 from 478
Change-253 (-53%)
Value$213.4K (-$348.2K)
Filed 2026-10-13
Level Financial Advisors
INCREASED
Shares225 from 222
Change+3 (+1%)
Value$213.9K (-$47.0K)
Filed 2026-10-13
Hamel Associates, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$213.9K (-$50.5K)
Filed 2026-11-06
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$213.9K (-$50.9K)
Filed 2026-10-29
Jnba Financial Advisors
INCREASED
Shares224 from 97
Change+127 (+131%)
Value$212.9K (+$98.9K)
Filed 2026-11-03
Alliance Wealth Management Group
DECREASED
Shares224 from 275
Change-51 (-19%)
Value$212.9K (-$110.2K)
Filed 2026-10-29
Towercrest Capital Management
DECREASED
Shares224 from 275
Change-51 (-19%)
Value$212.9K (-$110.2K)
Filed 2026-10-23
Gradient Investments LLC
INCREASED
Shares224 from 179
Change+45 (+25%)
Value$212.9K (+$2.6K)
Filed 2026-10-08
Livet Wealth, LLC
DECREASED
Shares224 from 242
Change-18 (-7%)
Value$212.9K (-$71.4K)
Filed 2026-10-27
Integrity Wealth Partners, LLC
NEW
Shares223
Change+223
Value$212.0K
Filed 2026-10-14
Telos Capital Management, Inc.
DECREASED
Shares223 from 285
Change-62 (-22%)
Value$212.0K (-$122.9K)
Filed 2026-11-02
Trust Co
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$212.0K (-$50.0K)
Filed 2026-10-09
Quartz Partners, LLC
DECREASED
Shares222 from 281
Change-59 (-21%)
Value$211.0K (-$119.1K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
INCREASED
Shares222 from 221
Change+1 (+0%)
Value$211.2K (-$48.7K)
Filed 2026-11-03
Range Financial Group LLC
DECREASED
Shares221 from 662
Change-441 (-67%)
Value$209.8K (-$567.9K)
Filed 2026-10-21
Financial Partners Group, Inc
DECREASED
Shares220 from 284
Change-64 (-23%)
Value$208.9K (-$124.6K)
Filed 2026-10-19
Culbertson A N & Co Inc
DECREASED
Shares220 from 282
Change-62 (-22%)
Value$209.1K (-$122.2K)
Filed 2026-10-21
Manchester Capital Management LLC
DECREASED
Shares220 from 229
Change-9 (-4%)
Value$209.1K (-$59.9K)
Filed 2026-10-22
Indiana Trust & Investment Management Co
INCREASED
Shares218 from 208
Change+10 (+5%)
Value$207.2K (-$37.2K)
Filed 2026-10-22
Strata Wealth Advisors, LLC
INCREASED
Shares217 from 208
Change+9 (+4%)
Value$206.3K (-$38.1K)
Filed 2026-10-16
Fortitude Family Office, LLC
INCREASED
Shares216 from 128
Change+88 (+69%)
Value$205.3K (+$54.9K)
Filed 2026-10-14
Vista Investment Partners II, LLC
DECREASED
Shares215 from 261
Change-46 (-18%)
Value$204.6K (-$102.3K)
Filed 2026-10-15
Astra Wealth Partners LLC
INCREASED
Shares215 from 206
Change+9 (+4%)
Value$204.4K (-$37.7K)
Filed 2026-11-06
Grove Bank & Trust
INCREASED
Shares215 from 210
Change+5 (+2%)
Value$204.4K (-$42.4K)
Filed 2026-10-08
Charles Schwab Trust Co
INCREASED
Shares214 from 183
Change+31 (+17%)
Value$203.4K (-$11.6K)
Filed 2026-10-15
CLG LLC
DECREASED
Shares214 from 223
Change-9 (-4%)
Value$203.1K (-$58.9K)
Filed 2026-10-13
Morling Financial Advisors, LLC
DECREASED
Shares214 from 215
Change-1 (0%)
Value$203.4K (-$49.2K)
Filed 2026-10-28
Penobscot Wealth Management
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$203.4K (-$48.0K)
Filed 2026-10-21
CenterBook Partners LP
NEW
Shares213
Change+213
Value$202.5K
Filed 2026-11-02
Intergy Private Wealth, LLC
DECREASED
Shares213 from 229
Change-16 (-7%)
Value$202.5K (-$66.6K)
Filed 2026-10-16
Cogent Strategic Wealth LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$202.5K (-$47.8K)
Filed 2026-10-22
jvl associates llc
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$201.5K (-$47.6K)
Filed 2026-10-09
Mountain Pacific Investment Advisers LLC
DECREASED
Shares211 from 336
Change-125 (-37%)
Value$200.6K (-$194.2K)
Filed 2026-10-29
Legacy Wealth Partners, LLC
DECREASED
Shares211 from 320
Change-109 (-34%)
Value$200.6K (-$175.4K)
Filed 2026-10-15
Greenwood Gearhart LLC
INCREASED
Shares211 from 188
Change+23 (+12%)
Value$200.6K (-$20.3K)
Filed 2026-11-02
Phillips Financial Management, LLC
INCREASED
Shares211 from 204
Change+7 (+3%)
Value$200.7K (-$39.2K)
Filed 2026-10-19
Poinciana Advisors Group, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$200.6K (-$47.3K)
Filed 2026-11-06
Master's Wealth Management Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$201.0K (-$47.4K)
Filed 2026-10-22
Marks Wealth, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$200.7K (-$47.3K)
Filed 2026-10-30
DeDora Capital, Inc.
INCREASED
Shares205 from 197
Change+8 (+4%)
Value$194.9K (-$36.6K)
Filed 2026-10-26
Mcdonald Partners LLC
INCREASED
Shares205 from 200
Change+5 (+3%)
Value$194.9K (-$40.1K)
Filed 2026-11-03
Country Trust Bank
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$194.9K (-$46.0K)
Filed 2026-10-30
Old Second National Bank of Aurora
DECREASED
Shares204 from 219
Change-15 (-7%)
Value$193.9K (-$63.4K)
Filed 2026-10-22
Smallwood Wealth Investment Management, LLC
INCREASED
Shares197 from 179
Change+18 (+10%)
Value$187.2K (-$23.1K)
Filed 2026-10-30
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$231.5K ($0)
Filed 2026-11-03
James T. Borello RIA
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$185.3K (-$43.8K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$184.4K (-$43.5K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares192 from 185
Change+7 (+4%)
Value$182.6K (-$34.8K)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares190 from 185
Change+5 (+3%)
Value$180.6K (-$36.8K)
Filed 2026-10-15
Bullock Wealth Management Group
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$187.6K (-$27.9K)
Filed 2026-10-09
Asset Planning,Inc
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$180.1K (-$42.4K)
Filed 2026-10-26
Peck Wealth Management, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$177.7K (-$42.0K)
Filed 2026-10-29
Wilkerson Advisory Group LLC
DECREASED
Shares180 from 192
Change-12 (-6%)
Value$171.1K (-$54.5K)
Filed 2026-10-20
Birch Financial Group, LLC
DECREASED
Shares180 from 182
Change-2 (-1%)
Value$170.7K (-$42.7K)
Filed 2026-10-27
Piscataqua Savings Bank
DECREASED
Shares179 from 250
Change-71 (-28%)
Value$170.1K (-$123.6K)
Filed 2026-10-21
Asset Dedication, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$168.2K (-$39.7K)
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares176 from 189
Change-13 (-7%)
Value$167.3K (-$54.8K)
Filed 2026-10-01
Birchbrook, Inc.
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$165.4K (-$39.0K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$203.3K ($0)
Filed 2026-11-05
Holos Integrated Wealth LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$156.3K (-$29.0K)
Filed 2026-10-23
GGM Financial LLC
INCREASED
Shares171 from 141
Change+30 (+21%)
Value$163.0K (-$3.1K)
Filed 2026-11-05
Olistico Wealth, LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$160.6K (-$37.9K)
Filed 2026-10-05
Arlington Trust Co LLC
INCREASED
Shares168 from 127
Change+41 (+32%)
Value$159.7K (+$10.5K)
Filed 2026-10-20
Cornerstone National Bank & Trust Co
NEW
Shares164
Change+164
Value$161.9K
Filed 2026-10-20
Kepler Cheuvreux (Suisse) SA
NEW
Shares158
Change+158
Value$150.2K
Filed 2026-10-20
Concord Wealth Partners
DECREASED
Shares156 from 269
Change-113 (-42%)
Value$148.0K (-$168.1K)
Filed 2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$146.4K (-$34.6K)
Filed 2026-10-15
Markowski Investments
INCREASED
Shares150 from 77
Change+73 (+95%)
Value$142.6K (+$52.1K)
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares147 from 94
Change+53 (+56%)
Value$140.2K (+$29.2K)
Filed 2026-11-05
Evolution Wealth Management Inc.
INCREASED
Shares146 from 49
Change+97 (+198%)
Value$138.8K (+$81.2K)
Filed 2026-10-28
Ashurst Perkins Coie Trust Co
INCREASED
Shares142 from 122
Change+20 (+16%)
Value$135.0K (-$8.4K)
Filed 2026-10-15
Main Street Group, LTD
DECREASED
Shares141 from 143
Change-2 (-1%)
Value$134.0K (-$34.0K)
Filed 2026-10-28
Noble Wealth Management PBC
INCREASED
Shares138 from 136
Change+2 (+1%)
Value$131.3K (-$28.6K)
Filed 2026-10-01
Valley Wealth Managers, Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$130.2K (-$30.7K)
Filed 2026-10-09
West Paces Advisors Inc.
INCREASED
Shares134 from 129
Change+5 (+4%)
Value$127.4K (-$24.2K)
Filed 2026-10-13
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares129 from 3,553
Change-3,424 (-96%)
Value$122.6K (-$4.1M)
Filed 2026-10-30
Prism Planning Partners LLC
NEW
Shares124
Change+124
Value$117.9K
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares123 from 43
Change+80 (+186%)
Value$116.5K (+$66.5K)
Filed 2026-10-02
RMG Wealth Management LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$101.6K (-$26.3K)
Filed 2026-10-26
Maseco LLP
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$112.1K (-$26.5K)
Filed 2026-10-27
Marquette Asset Management, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$110.3K (-$26.0K)
Filed 2026-10-09
Vima LLC
INCREASED
Shares115 from 105
Change+10 (+10%)
Value$109.5K (-$14.1K)
Filed 2026-10-23
Avion Wealth
INCREASED
Shares115 from 113
Change+2 (+2%)
Value$109.0K (-$23.0K)
Filed 2026-11-04
DT Investment Partners, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$108.4K (-$25.6K)
Filed 2026-10-27
First Financial Corp
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$108.4K (-$25.6K)
Filed 2026-10-13
Southern Michigan Bank & Trust
INCREASED
Shares111 from 98
Change+13 (+13%)
Value$105.5K (-$9.6K)
Filed 2026-10-19
Godsey & Gibb, Inc
DECREASED
Shares108 from 111
Change-3 (-3%)
Value$102.7K (-$27.8K)
Filed 2026-10-14
Pacifica Partners Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$106.6K (-$13.5K)
Filed 2026-10-09
Generali Investments, Management Co LLC
DECREASED
Shares107 from 3,540
Change-3,433 (-97%)
Value$101.7K (-$4.1M)
Filed 2026-10-19
Adkins Seale Capital Management LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$100.8K (-$23.8K)
Filed 2026-10-27
Pacific Center for Financial Services
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$100.8K (-$23.8K)
Filed 2026-10-15
IMG Wealth Management, Inc.
INCREASED
Shares104 from 33
Change+71 (+215%)
Value$98.9K (+$60.1K)
Filed 2026-10-27
Granite FO LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$98.9K (-$23.3K)
Filed 2026-10-14
Hurley Capital, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$95.2K (-$22.4K)
Filed 2026-11-05
Elevated Capital Advisors, LLC
DECREASED
Shares98 from 110
Change-12 (-11%)
Value$93.1K (-$36.1K)
Filed 2026-11-04
Birchwood Financial Partners, Inc.
INCREASED
Shares97 from 93
Change+4 (+4%)
Value$92.2K (-$17.1K)
Filed 2026-11-02
One River Asset Management, LLC
NEW
Shares94
Change+94
Value$89.3K
Filed 2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$89.3K (-$21.1K)
Filed 2026-10-28
Coston, McIsaac & Partners
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$88.4K (-$20.6K)
Filed 2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$88.4K (-$20.9K)
Filed 2026-10-22
Strengthening Families & Communities, LLC
DECREASED
Shares92 from 93
Change-1 (-1%)
Value$87.6K (-$21.8K)
Filed 2026-10-21
Financial Freedom, LLC
NEW
Shares89
Change+89
Value$84.9K
Filed 2026-11-06
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$84.6K (-$20.0K)
Filed 2026-10-28
Mascoma Wealth Management LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$83.5K (-$19.7K)
Filed 2026-10-23
Wolff Wiese Magana LLC
DECREASED
Shares87 from 202
Change-115 (-57%)
Value$82.7K (-$154.7K)
Filed 2026-10-15
1620 Investment Advisors, Inc.
INCREASED
Shares87 from 84
Change+3 (+4%)
Value$82.7K (-$16.0K)
Filed 2026-11-04
Your Advocates Ltd., LLP
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$82.7K (-$19.5K)
Filed 2026-11-03
Navigoe, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$80.0K (-$19.0K)
Filed 2026-11-04
Financial Management Professionals, Inc.
DECREASED
Shares84 from 85
Change-1 (-1%)
Value$79.8K (-$20.1K)
Filed 2026-10-23
Advocate Investing Services LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$78.9K (-$18.6K)
Filed 2026-10-26
Joseph Group Capital Management
DECREASED
Shares81 from 94
Change-13 (-14%)
Value$77.0K (-$33.4K)
Filed 2026-11-04
Winthrop Capital Management, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$77.0K (-$18.0K)
Filed 2026-11-05
Mountain Hill Investment Partners Corp.
INCREASED
Shares80 from 55
Change+25 (+45%)
Value$76.0K (+$11.4K)
Filed 2026-10-23
Meriwether Wealth & Planning, LLC
NEW
Shares78
Change+78
Value$74.1K
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares78 from 60
Change+18 (+30%)
Value$74.2K (+$3.6K)
Filed 2026-10-14
RHL Group, LLC
INCREASED
Shares78 from 73
Change+5 (+7%)
Value$74.2K (-$11.6K)
Filed 2026-11-04
Roxbury Financial LLC
INCREASED
Shares77 from 45
Change+32 (+71%)
Value$73.2K (+$20.3K)
Filed 2026-10-01
Deseret Mutual Benefit Administrators
DECREASED
Shares77 from 84
Change-7 (-8%)
Value$73.2K (-$25.5K)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$73.3K (-$17.3K)
Filed 2026-10-15
Mosley Wealth Management
INCREASED
Shares76 from 38
Change+38 (+100%)
Value$70.5K (+$25.8K)
Filed 2026-10-16
Advantage Trust Co
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$71.3K (-$16.8K)
Filed 2026-10-19
Pathway Financial Advisers, LLC
NEW
Shares74
Change+74
Value$70.4K
Filed 2026-10-27
Capital Advisors, Ltd. LLC
INCREASED
Shares74 from 62
Change+12 (+19%)
Value$70.0K (+$69.9K)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares73
Change+73
Value$69.4K
Filed 2026-10-09
Covestor Ltd
INCREASED
Shares73 from 69
Change+4 (+6%)
Value$70.0K (+$69.9K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
DECREASED
Shares73 from 75
Change-2 (-3%)
Value$69.5K (-$18.7K)
Filed 2026-10-07
North Point Portfolio Managers Corp
NEW
Shares72
Change+72
Value$68.4K
Filed 2026-10-07
Creative Capital Management Investments LLC
INCREASED
Shares72 from 62
Change+10 (+16%)
Value$68.4K (-$4.4K)
Filed 2026-10-28
William Mack & Associates, Inc.
NEW
Shares71
Change+71
Value$67.5K
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$64.6K (-$15.3K)
Filed 2026-10-27
POM Investment Strategies, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$64.6K (-$15.3K)
Filed 2026-10-20
Fortis Group Advisors, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$64.6K (-$15.3K)
Filed 2026-11-06
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$64.6K (-$15.3K)
Filed 2026-10-20
Ares Financial Consulting, LLC
INCREASED
Shares67 from 63
Change+4 (+6%)
Value$63.8K (-$10.3K)
Filed 2026-10-19
Bay Harbor Wealth Management, LLC
DECREASED
Shares66 from 195
Change-129 (-66%)
Value$62.7K (-$166.4K)
Filed 2026-11-03
Valued Wealth Advisors LLC
DECREASED
Shares66 from 78
Change-12 (-15%)
Value$62.7K (-$28.9K)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares64
Change+64
Value$60.8K
Filed 2026-11-02
Tradewinds Capital Management, LLC
INCREASED
Shares64 from 24
Change+40 (+167%)
Value$60.8K (+$32.6K)
Filed 2026-10-23
Vaquero Private Wealth, LTD
DECREASED
Shares64 from 65
Change-1 (-2%)
Value$60.8K (-$15.5K)
Filed 2026-10-27
Tower Trust & Investment Co
INCREASED
Shares63 from 21
Change+42 (+200%)
Value$59.9K (+$35.2K)
Filed 2026-10-28
Horrell Capital Management, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$58.9K (-$13.9K)
Filed 2026-10-08
Gilpin Wealth Management, LLC
INCREASED
Shares59 from 47
Change+12 (+26%)
Value$56.1K (+$860)
Filed 2026-10-09
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares59 from 65
Change-6 (-9%)
Value$56.1K (-$20.3K)
Filed 2026-10-16
Fairway Wealth LLC
NEW
Shares58
Change+58
Value$55.1K
Filed 2026-10-30
Lynch Investment Planning, LLC
NEW
Shares57
Change+57
Value$54.2K
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares57
Change+57
Value$54.2K
Filed 2026-10-30
Aspect Partners, LLC
DECREASED
Shares57 from 58
Change-1 (-2%)
Value$54.2K (-$14.0K)
Filed 2026-10-20
Fairman Group, LLC
INCREASED
Shares55 from 50
Change+5 (+10%)
Value$52.3K (-$6.5K)
Filed 2026-10-26
Lodestone Wealth Management LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$52.3K (-$12.3K)
Filed 2026-10-14
Monetary Solutions, Ltd
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$51.3K (-$12.1K)
Filed 2026-10-22
Torren Management, LLC
INCREASED
Shares52 from 9
Change+43 (+478%)
Value$49.4K (+$38.8K)
Filed 2026-10-29
Bare Financial Services, Inc
DECREASED
Shares52 from 53
Change-1 (-2%)
Value$49.4K (-$12.8K)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$49.4K (-$11.7K)
Filed 2026-11-03
High Note Wealth, LLC
INCREASED
Shares51 from 44
Change+7 (+16%)
Value$48.5K (-$3.2K)
Filed 2026-10-27
Proathlete Wealth Management LLC
NEW
Shares50
Change+50
Value$47.5K
Filed 2026-10-15
Clark Wealth Partners
INCREASED
Shares50 from 25
Change+25 (+100%)
Value$47.5K (+$18.1K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED
Shares49 from 47
Change+2 (+4%)
Value$46.6K (-$8.6K)
Filed 2026-11-02
Nvest Wealth Strategies, Inc.
INCREASED
Shares48 from 47
Change+1 (+2%)
Value$45.8K (-$9.6K)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares47 from 36
Change+11 (+31%)
Value$44.7K (+$2.4K)
Filed 2026-11-05
CGC Financial Services, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$44.7K (-$10.5K)
Filed 2026-10-13
Contravisory Investment Management, Inc.
INCREASED
Shares45 from 36
Change+9 (+25%)
Value$42.8K (+$477)
Filed 2026-10-13
Morton Brown Family Wealth, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$42.8K (-$10.1K)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$42.8K (-$10.1K)
Filed 2026-10-16
Davis Capital Management
DECREASED
Shares44 from 48
Change-4 (-8%)
Value$41.8K (-$14.6K)
Filed 2026-10-08
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$41.8K (-$9.9K)
Filed 2026-10-16
Carota Wealth Management
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$41.8K (-$9.9K)
Filed 2026-11-03
First Pacific Financial
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$41.9K (-$9.9K)
Filed 2026-10-14
Tsfg, LLC
DECREASED
Shares40 from 98
Change-58 (-59%)
Value$38.0K (-$77.0K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
INCREASED
Shares38 from 37
Change+1 (+3%)
Value$36.1K (-$7.4K)
Filed 2026-10-28
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$36.1K (-$8.5K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares36 from 30
Change+6 (+20%)
Value$34.0K (-$1.0K)
Filed 2026-10-14
Miller Global Investments, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$34.2K (-$8.1K)
Filed 2026-10-02
Quaker Wealth Management, LLC
INCREASED
Shares35 from 10
Change+25 (+250%)
Value$33.3K (+$21.5K)
Filed 2026-10-22
Downshift Financial, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$30.4K (-$7.2K)
Filed 2026-10-13
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$30.4K (-$7.2K)
Filed 2026-11-03
KFG LLC
NEW
Shares31
Change+31
Value$29.5K
Filed 2026-11-02
Retirement Wealth Solutions LLC
INCREASED
Shares30 from 24
Change+6 (+25%)
Value$28.5K (+$318)
Filed 2026-10-07
Key Capital Management, Inc
INCREASED
Shares29 from 4
Change+25 (+625%)
Value$27.6K (+$22.9K)
Filed 2026-11-03
Gleason Group, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$27.6K (-$6.5K)
Filed 2026-10-15
Burkett Financial Services, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$27.6K (-$6.5K)
Filed 2026-10-01
Canton Hathaway, LLC
INCREASED
Shares28 from 22
Change+6 (+27%)
Value$26.6K (+$767)
Filed 2026-10-23
Hoese & Co LLP
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$25.7K (-$6.1K)
Filed 2026-10-21
McCarley & Cook Financial Planners
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$25.7K (-$6.1K)
Filed 2026-10-21
American Capital Advisory, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$24.7K (-$5.8K)
Filed 2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares25 from 21
Change+4 (+19%)
Value$23.8K (-$910)
Filed 2026-10-30
Berbice Capital Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$23.8K (-$5.6K)
Filed 2026-10-13
Decker Retirement Planning Inc.
DECREASED
Shares22 from 44
Change-22 (-50%)
Value$20.8K (-$30.8K)
Filed 2026-10-19
SBK Financial, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$20.0K (-$4.7K)
Filed 2026-11-02
Redwood Park Advisors LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$19.1K (-$4.5K)
Filed 2026-11-02
Kennebec Savings Bank
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$19.0K (-$4.5K)
Filed 2026-10-22
Blueline Advisors LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$19.0K (-$4.5K)
Filed 2026-10-15
IAG Wealth Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$19.0K (-$4.5K)
Filed 2026-11-06
Kings Path Partners LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$15.2K (-$3.6K)
Filed 2026-10-21
CrossGen Wealth, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$15.2K (-$3.6K)
Filed 2026-10-30
Livelsberger Financial Advisory
NEW
Shares15
Change+15
Value$14.3K
Filed 2026-10-28
Newton One Investments LLC
DECREASED
Shares15 from 23
Change-8 (-35%)
Value$14.3K (-$12.8K)
Filed 2026-10-14
Arcadia Investment Advisors LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$14.3K (-$3.4K)
Filed 2026-10-13
Bulwark Capital Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$14.3K (-$3.4K)
Filed 2026-10-13
J.Safra Asset Management Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$14.3K (-$3.4K)
Filed 2026-11-03
Align Financial, LLC
INCREASED
Shares14 from 11
Change+3 (+27%)
Value$13.3K (+$384)
Filed 2026-10-16
Keystone Financial Group, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$13.3K (-$3.1K)
Filed 2026-10-13
Sunrise Financial Services, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$12.4K (-$2.9K)
Filed 2026-10-21
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares12
Change+12
Value$11.4K
Filed 2026-10-14
Entrust Financial LLC
INCREASED
Shares12 from 7
Change+5 (+71%)
Value$11.4K (+$3.2K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$11.4K (-$2.7K)
Filed 2026-10-16
Kroeger Financial Partners
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$11.4K (-$2.7K)
Filed 2026-10-19
Louisbourg Investments Inc.
NEW
Shares11
Change+11
Value$10.5K
Filed 2026-10-20
Cranbrook Wealth Management, LLC
NEW
Shares11
Change+11
Value$10.5K
Filed 2026-10-28
United Financial Planning Group LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$10.5K (-$2.5K)
Filed 2026-11-04
Catherine Avery Investment Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$9.5K (-$2.2K)
Filed 2026-10-14
Paladin Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$9.5K (-$2.2K)
Filed 2026-10-06
Compass Wealth Management LLC
NEW
Shares9
Change+9
Value$8.6K
Filed 2026-10-22
Reap Financial Group, LLC
DECREASED
Shares8 from 11
Change-3 (-27%)
Value$7.6K (-$5.3K)
Filed 2026-11-02
Miller Wealth Advisors, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$7.6K (-$1.8K)
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares7
Change+7
Value$6.7K
Filed 2026-10-07
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$6.7K (-$1.6K)
Filed 2026-10-15
City Holding Co
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$6.7K (-$1.6K)
Filed 2026-10-19
Accordant Advisory Group Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$5.7K (-$1.3K)
Filed 2026-10-29
NorthAvenue LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$5.7K (-$1.3K)
Filed 2026-10-29
Point Nemo Capital, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$5.7K (-$1.3K)
Filed 2026-11-03
PayPay Securities Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$5.7K (-$1.3K)
Filed 2026-10-27
Bernzott Capital Advisors
NEW
Shares5
Change+5
Value$4.8K
Filed 2026-10-29
Mechanics Financial Corp
INCREASED
Shares5 from 2
Change+3 (+150%)
Value$4.8K (+$2.4K)
Filed 2026-11-05
DecisionPoint Financial, LLC
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$4.9K (+$400)
Filed 2026-10-27
Sfam, LLC
NEW
Shares4
Change+4
Value$4.0K
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
NEW
Shares4
Change+4
Value$3.8K
Filed 2026-11-05
Aventus Investment Advisors, Inc.
NEW
Shares4
Change+4
Value$3.8K
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares4 from 37
Change-33 (-89%)
Value$4.5K (-$39.8K)
Filed 2026-10-14
Bear Mountain Capital, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.7K (-$579)
Filed 2026-11-04
Copeland Capital Management, LLC
NEW
Shares3
Change+3
Value$2.9K
Filed 2026-10-13
Reyes Financial Architecture, Inc.
DECREASED
Shares3 from 6
Change-3 (-50%)
Value$2.9K (-$4.2K)
Filed 2026-10-22
Breakwater Investment Management
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$2.9K (+$1.7K)
Filed 2026-10-20
Tower View Wealth Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.9K (-$673)
Filed 2026-10-23
Phillip James Consulting Co.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2.9K (-$674)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$1.9K
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares2
Change+2
Value$1.9K
Filed 2026-10-29
Cdkv Holdings LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.9K (-$449)
Filed 2026-10-28
Syntax Research, Inc.
NEW
Shares1
Change+1
Value$951
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares1
Change+1
Value$926
Filed 2026-10-26
FNY Investment Advisers, LLC
DECREASED
Shares1 from 750
Change-749 (-100%)
Value$0 (-$881)
Filed 2026-10-16
Raleigh Capital Management Inc.
DECREASED
Shares1 from 5
Change-4 (-80%)
Value$950 (-$4.9K)
Filed 2026-10-28
Dorato Capital Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$998 (-$94)
Filed 2026-10-08
Winch Advisory Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$954 (-$226)
Filed 2026-11-06
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$951 (-$224)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$105
Filed 2026-11-02
Generate Investment Management Ltd
CLOSED
Shares0 from 25,513
Change-25,513 (-100%)
Value$0 (-$30.0M)
Filed 2026-10-14
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 17,900
Change-17,900 (-100%)
Value$0 (-$21.0M)
Filed 2026-11-04
M&G Plc
CLOSED
Shares0 from 15,441
Change-15,441 (-100%)
Value$0 (-$18.1M)
Filed 2026-11-04
SeaTown Holdings Pte. Ltd.
CLOSED
Shares0 from 9,510
Change-9,510 (-100%)
Value$0 (-$11.2M)
Filed 2026-10-07
TKG Advisors, LLC
CLOSED
Shares0 from 6,399
Change-6,399 (-100%)
Value$0 (-$7.5M)
Filed 2026-11-02
Draper Asset Management, LLC
CLOSED
Shares0 from 3,470
Change-3,470 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-09
G&S Capital LLC
CLOSED
Shares0 from 3,038
Change-3,038 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-23
HWG Holdings LP
CLOSED
Shares0 from 2,924
Change-2,924 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-08
Dara Capital US, Inc.
CLOSED
Shares0 from 2,854
Change-2,854 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-29
WIN Advisors, Inc
CLOSED
Shares0 from 2,642
Change-2,642 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-06
Investment House LLC
CLOSED
Shares0 from 2,578
Change-2,578 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-21
MKP Capital Management, L.L.C.
CLOSED
Shares0 from 2,245
Change-2,245 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-04
Surience Private Wealth LLC
CLOSED
Shares0 from 2,167
Change-2,167 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-16
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 2,072
Change-2,072 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-14
Check Capital Management Inc
CLOSED
Shares0 from 1,802
Change-1,802 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-05
Maxi Investments CY Ltd
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-26
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 1,406
Change-1,406 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-06
Laurion Capital Management LP
CLOSED
Shares0 from 1,292
Change-1,292 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-30
Retireful, LLC
CLOSED
Shares0 from 1,183
Change-1,183 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-09
Atlatl Advisers LLC
CLOSED
Shares0 from 1,166
Change-1,166 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-22
Frontier Asset Management, LLC
CLOSED
Shares0 from 1,138
Change-1,138 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
Family Investment Center, Inc.
CLOSED
Shares0 from 1,068
Change-1,068 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-19
Mariner Investment Group LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-04
Donoghue Forlines LLC
CLOSED
Shares0 from 886
Change-886 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-02
Lake Hills Wealth Management, LLC
CLOSED
Shares0 from 868
Change-868 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-07
Algebris (UK) LTD
CLOSED
Shares0 from 864
Change-864 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-06
Cultivar Capital, Inc.
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$702.6K)
Filed 2026-10-14
Hennessy Advisors Inc
CLOSED
Shares0 from 579
Change-579 (-100%)
Value$0 (-$680.2K)
Filed 2026-10-28
Credit Capital Investments LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$646.2K)
Filed 2026-10-22
Foundation Wealth Management, LLC
CLOSED
Shares0 from 546
Change-546 (-100%)
Value$0 (-$641.5K)
Filed 2026-10-22
Triglav Investments, D.O.O.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$587.4K)
Filed 2026-11-06
Johnson Financial Group, LLC
CLOSED
Shares0 from 446
Change-446 (-100%)
Value$0 (-$524.0K)
Filed 2026-11-03
Capstone Wealth Management, LLC
CLOSED
Shares0 from 441
Change-441 (-100%)
Value$0 (-$518.1K)
Filed 2026-11-02
AMG Asset Management Group, Inc.
CLOSED
Shares0 from 428
Change-428 (-100%)
Value$0 (-$502.9K)
Filed 2026-10-21
Sepio Capital, LP
CLOSED
Shares0 from 422
Change-422 (-100%)
Value$0 (-$495.8K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
CLOSED
Shares0 from 388
Change-388 (-100%)
Value$0 (-$455.8K)
Filed 2026-11-02
Gould Asset Management LLC
CLOSED
Shares0 from 387
Change-387 (-100%)
Value$0 (-$454.7K)
Filed 2026-11-06
Simplify Asset Management Inc.
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$439.4K)
Filed 2026-10-27
Tabr Capital Management, LLC
CLOSED
Shares0 from 373
Change-373 (-100%)
Value$0 (-$438.7K)
Filed 2026-10-20
Lane Brothers & Co Inc
CLOSED
Shares0 from 347
Change-347 (-100%)
Value$0 (-$407.3K)
Filed 2026-11-02
Advisor Resource Council
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$389.9K)
Filed 2026-11-05
Sustainable Insight Capital Management, LLC
CLOSED
Shares0 from 331
Change-331 (-100%)
Value$0 (-$388.9K)
Filed 2026-11-06
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$374.8K)
Filed 2026-10-26
Marest Capital, LLC
CLOSED
Shares0 from 312
Change-312 (-100%)
Value$0 (-$366.7K)
Filed 2026-10-23
Quantum Financial Advisors, LLC
CLOSED
Shares0 from 302
Change-302 (-100%)
Value$0 (-$354.8K)
Filed 2026-11-03
Burr Financial Services, LLC
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$340.7K)
Filed 2026-10-08
Brick & Kyle, Associates
CLOSED
Shares0 from 259
Change-259 (-100%)
Value$0 (-$226.1K)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 255
Change-255 (-100%)
Value$0 (-$239.9K)
Filed 2026-10-16
Saxony Capital Management, LLC
CLOSED
Shares0 from 249
Change-249 (-100%)
Value$0 (-$292.5K)
Filed 2026-10-15
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$288.0K)
Filed 2026-10-28
Clear Trail Advisors, LLC
CLOSED
Shares0 from 242
Change-242 (-100%)
Value$0 (-$284.4K)
Filed 2026-10-20
RIA Advisory Group LLC
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$276.4K)
Filed 2026-10-15
Palacios Wealth Management, LLC
CLOSED
Shares0 from 234
Change-234 (-100%)
Value$0 (-$274.9K)
Filed 2026-11-04
Eclectic Associates Inc
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$272.6K)
Filed 2026-10-09
Sage Mountain Advisors LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$272.6K)
Filed 2026-11-02
Crescent Sterling, Ltd.
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$269.0K)
Filed 2026-10-16
State of Wyoming
CLOSED
Shares0 from 227
Change-227 (-100%)
Value$0 (-$266.7K)
Filed 2026-10-28
Lynx Investment Advisory
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 (-$262.5K)
Filed 2026-10-27
Single Point Partners, LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$258.5K)
Filed 2026-10-19
Weil Company, Inc.
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$258.2K)
Filed 2026-10-14
Towerpoint Wealth, LLC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$256.1K)
Filed 2026-10-13
BankPlus Wealth Management LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$253.9K)
Filed 2026-10-13
Old Peak Finance LLC
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$252.7K)
Filed 2026-11-02
Impact Investors, Inc
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$251.4K)
Filed 2026-11-02
Maltin Wealth Management, Inc.
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$251.4K)
Filed 2026-10-13
Manske Wealth Management
CLOSED
Shares0 from 212
Change-212 (-100%)
Value$0 (-$249.1K)
Filed 2026-10-26
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$247.9K)
Filed 2026-10-13
Index Fund Advisors, Inc.
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$246.8K)
Filed 2026-11-05
Core Wealth Management, Inc.
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$246.7K)
Filed 2026-10-22
Creekside Partners
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$246.7K)
Filed 2026-11-04
New England Professional Planning Group Inc.
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$246.7K)
Filed 2026-10-29
Narus Financial Partners, LLC
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$245.5K)
Filed 2026-10-19
HMS Capital Management, LLC
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$245.5K)
Filed 2026-10-20
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$244.5K)
Filed 2026-10-20
Pinnacle Wealth Management Group, Inc.
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$244.4K)
Filed 2026-10-15
Avaii Wealth Management, LLC
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$243.2K)
Filed 2026-10-09
Glass Wealth Management Co LLC
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$243.2K)
Filed 2026-10-28
Harmony Asset Management LLC
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$242.1K)
Filed 2026-10-20
Mandatum Life Insurance Co Ltd
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$242.0K)
Filed 2026-11-06
Stage Harbor Financial, LLC
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$239.7K)
Filed 2026-11-03
Sageworth Trust Co of South Dakota
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$239.7K)
Filed 2026-10-30
Isthmus Partners, LLC
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$239.7K)
Filed 2026-10-21
Values Added Financial LLC
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$238.5K)
Filed 2026-10-28
KFA Private Wealth Group, LLC
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$238.5K)
Filed 2026-10-07
Connecticut Capital Management Group, LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$237.3K)
Filed 2026-10-29
Ellis Investment Partners, LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$237.4K)
Filed 2026-10-21
Burney Co/
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$236.1K)
Filed 2026-10-15
LifeWealth Investments, LLC
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$236.1K)
Filed 2026-10-21
Greenhouse Wealth Management, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$235.0K)
Filed 2026-10-20
Kagan Cocozza Asset Management
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$235.0K)
Filed 2026-10-19
Mountain Capital Investment Advisors Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$235.1K)
Filed 2026-11-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$235.1K)
Filed 2026-10-23
WBH Advisory Inc
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$233.9K)
Filed 2026-11-05
Kesler, Norman & Wride, LLC
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$233.8K)
Filed 2026-11-06
Foguth Wealth Management, Llc.
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$214.8K)
Filed 2026-10-19
Cherrydale Wealth Management, LLC
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$232.6K)
Filed 2026-10-20
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$232.7K)
Filed 2026-10-23
MBA Advisors LLC
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$232.6K)
Filed 2026-10-29
Cyr Financial Inc.
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-13
S&A Financial Services, Inc.
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$230.3K)
Filed 2026-11-03
Silvia Mccoll Wealth Management, LLC
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$230.3K)
Filed 2026-10-07
St. Louis Trust Co
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$293.8K)
Filed 2026-11-03
Altus Wealth Group LLC
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$230.3K)
Filed 2026-10-20
Horizon Advisory Services, Inc.
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$229.1K)
Filed 2026-10-29
Avantra Family Wealth, Inc.
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-20
Worthington Financial Partners, LLC
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-13
Lionshead Wealth Management, LLC
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-21
KRM Wealth Management L.L.C.
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$227.0K)
Filed 2026-11-02
Barings LLC
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-22
KFG Wealth Management, LLC
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$227.0K)
Filed 2026-10-16
Fusion Family Wealth, LLC
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$224.4K)
Filed 2026-11-02
Levin Capital Strategies, L.P.
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$224.4K)
Filed 2026-11-02
Richmond Investment Services, LLC
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$223.8K)
Filed 2026-10-29
Firestone Capital Management
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$224.4K)
Filed 2026-11-03
Nolet Wealth Management, LLC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-15
Gordian Advisors LLC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$223.2K)
Filed 2026-10-30
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$223.3K)
Filed 2026-11-05
Brown Wealth Management, LLC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$223.2K)
Filed 2026-10-20
WJ Wealth Management, LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$220.9K)
Filed 2026-11-03
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$220.9K)
Filed 2026-11-02
Lifetime Wealth Management P.C.
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$219.7K)
Filed 2026-10-29
Pacific Wealth Strategies Group, Inc.
CLOSED
Shares0 from 186
Change-186 (-100%)
Value$0 (-$218.5K)
Filed 2026-11-02
Independent Wealth Network Inc.
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$217.4K)
Filed 2026-10-19
Wealth Forward, LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-14
MN Wealth Advisors, LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$216.5K)
Filed 2026-10-23
Pzena Investment Management LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-30
Obsidian CIO, LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$216.4K)
Filed 2026-11-05
Stewardship Advisors, LLC
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-20
Benedict Financial Advisors Inc
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-07
Kure Advisory, LLC
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$213.8K)
Filed 2026-10-08
KTF Investments, LLC
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$213.8K)
Filed 2026-10-23
Mustard Seed Financial, LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-30
Elco Management Co., LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-14
Beacon Capital Management, LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-23
Private Wealth Partners, LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-22
Client 1ST Advisory Group, LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-19
IFG Advisors, LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-15
Capital Squared Financial LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-30
Matauro, LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$210.3K)
Filed 2026-11-03
Taylor & Morgan Wealth Management, LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-09
LongView Wealth Management
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-19
Woodley Farra Manion Portfolio Management Inc
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$209.2K)
Filed 2026-11-05
Able Financial Group, LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-14
TradeWell Securities, Llc.
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-21
Mattern Wealth Management LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$209.1K)
Filed 2026-11-04
Castleview Partners, LLC
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-09
Wedgewood Investors Inc
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-28
First Merchants Corp
CLOSED
Shares0 from 176
Change-176 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-15
Aafmaa Wealth Management & Trust LLC
CLOSED
Shares0 from 176
Change-176 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-14
Tred Avon Family Wealth, LLC
CLOSED
Shares0 from 176
Change-176 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-20
Brian LOW Financial Group, LLC
CLOSED
Shares0 from 176
Change-176 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-28
Unique Wealth, LLC
CLOSED
Shares0 from 176
Change-176 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-13
Accelerate Investment Advisors LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$205.2K)
Filed 2026-11-02
Convergence Investment Partners, LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-28
Trace Wealth Advisors, LLC
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-30
Patriot Investment Management Group, Inc.
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-15
Thrive Capital Management, LLC
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-28
Planned Solutions, Inc.
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-19
Nicholas Wealth, Llc.
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-26
August Group Capital Ltd
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-14
Inman Jager Wealth Management, LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$202.1K)
Filed 2026-11-05
DecisionMap Wealth Management, LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-29
Juno Financial Group LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-27
Investment Management Trust, LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$201.4K)
Filed 2026-11-05
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$192.8K)
Filed 2026-10-29
Summit Securities Group LLC
CLOSED
Shares0 from 146
Change-146 (-100%)
Value$0 (-$171.5K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$105.8K)
Filed 2026-10-20
Solstein Capital, LLC
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$97.5K)
Filed 2026-11-02
Founders Capital Management
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$88.3K)
Filed 2026-10-13
Lipe & Dalton
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$86)
Filed 2026-10-15
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$35)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$54.0K)
Filed 2026-10-26
Brooklyn FI, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$23.6K)
Filed 2026-11-05
Evolution Advisers, Inc.
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$27.0K)
Filed 2026-11-06
Sims Investment Management, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-13
Daytona Street Capital LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$9.9K)
Filed 2026-10-15
Whipplewood Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-20
Blue Line Capital, LLC / IL
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$5.9K)
Filed 2026-11-04
Financially Speaking Inc
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-05
Cornerstone Wealth Partners, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
DECREASED
Shares0 from 103
Change-103 (-100%)
Value$276 (-$120.3K)
Filed 2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$517.1K (-$74.1K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 21,763,980
Change-21,763,980 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 17,552,000
Change-17,552,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,150,499
Change-16,150,499 (-100%)
Value—
State Street Corp
N/A
Shares— from 11,765,340
Change-11,765,340 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,253,305
Change-6,253,305 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,715,959
Change-5,715,959 (-100%)
Value—
Capital World Investors
N/A
Shares— from 5,007,405
Change-5,007,405 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 4,723,958
Change-4,723,958 (-100%)
Value—
Norges Bank
N/A
Shares— from 3,419,249
Change-3,419,249 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,941,181
Change-2,941,181 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,801,215
Change-2,801,215 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,715,924
Change-2,715,924 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,611,700
Change-2,611,700 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 2,558,164
Change-2,558,164 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,520,821
Change-2,520,821 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,114,132
Change-2,114,132 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,018,612
Change-2,018,612 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,889,093
Change-1,889,093 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,810,471
Change-1,810,471 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,628,723
Change-1,628,723 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,625,272
Change-1,625,272 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 1,564,005
Change-1,564,005 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,551,035
Change-1,551,035 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,544,305
Change-1,544,305 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,521,865
Change-1,521,865 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,412,470
Change-1,412,470 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,403,302
Change-1,403,302 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,350,762
Change-1,350,762 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,261,149
Change-1,261,149 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,087,329
Change-1,087,329 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,010,178
Change-1,010,178 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 993,762
Change-993,762 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 843,117
Change-843,117 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 818,878
Change-818,878 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 803,446
Change-803,446 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 797,511
Change-797,511 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 774,251
Change-774,251 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 760,245
Change-760,245 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 712,789
Change-712,789 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 709,173
Change-709,173 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 698,890
Change-698,890 (-100%)
Value—
Blair William & Co
N/A
Shares— from 659,673
Change-659,673 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 635,080
Change-635,080 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 635,016
Change-635,016 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 628,616
Change-628,616 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 618,568
Change-618,568 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 600,413
Change-600,413 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 580,698
Change-580,698 (-100%)
Value—
National Pension Service
N/A
Shares— from 564,585
Change-564,585 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 546,673
Change-546,673 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 538,802
Change-538,802 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 538,022
Change-538,022 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 492,378
Change-492,378 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 487,847
Change-487,847 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 473,469
Change-473,469 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 470,130
Change-470,130 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 465,513
Change-465,513 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 462,934
Change-462,934 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 461,705
Change-461,705 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 461,338
Change-461,338 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 433,047
Change-433,047 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 421,793
Change-421,793 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 420,587
Change-420,587 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 419,569
Change-419,569 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 411,394
Change-411,394 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 411,058
Change-411,058 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 409,835
Change-409,835 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 400,255
Change-400,255 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 383,942
Change-383,942 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 360,801
Change-360,801 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 356,048
Change-356,048 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 329,090
Change-329,090 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 322,868
Change-322,868 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 316,645
Change-316,645 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 304,432
Change-304,432 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 296,379
Change-296,379 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 294,736
Change-294,736 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 287,972
Change-287,972 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 275,549
Change-275,549 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 270,578
Change-270,578 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 259,959
Change-259,959 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 255,746
Change-255,746 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 242,381
Change-242,381 (-100%)
Value—
Aviva PLC
N/A
Shares— from 242,333
Change-242,333 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 241,272
Change-241,272 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 239,711
Change-239,711 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 236,880
Change-236,880 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 234,699
Change-234,699 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 234,207
Change-234,207 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 233,947
Change-233,947 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 221,672
Change-221,672 (-100%)
Value—
Munro Partners
N/A
Shares— from 217,873
Change-217,873 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 210,914
Change-210,914 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 198,552
Change-198,552 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 196,612
Change-196,612 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 191,962
Change-191,962 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 179,612
Change-179,612 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 177,594
Change-177,594 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 172,293
Change-172,293 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 171,011
Change-171,011 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 168,874
Change-168,874 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 168,443
Change-168,443 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 167,148
Change-167,148 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 166,521
Change-166,521 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 161,348
Change-161,348 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 157,334
Change-157,334 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 156,599
Change-156,599 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 154,407
Change-154,407 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 154,196
Change-154,196 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 146,184
Change-146,184 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 145,490
Change-145,490 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 144,680
Change-144,680 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 144,196
Change-144,196 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 143,189
Change-143,189 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 143,057
Change-143,057 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 140,818
Change-140,818 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 136,567
Change-136,567 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 136,446
Change-136,446 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 133,944
Change-133,944 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 131,460
Change-131,460 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 129,835
Change-129,835 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 128,902
Change-128,902 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 128,646
Change-128,646 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 128,459
Change-128,459 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 126,827
Change-126,827 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 124,694
Change-124,694 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 124,495
Change-124,495 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 123,479
Change-123,479 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 123,244
Change-123,244 (-100%)
Value—
Dodge & COX
N/A
Shares— from 122,871
Change-122,871 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 122,768
Change-122,768 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 119,470
Change-119,470 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 117,368
Change-117,368 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 116,884
Change-116,884 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 115,185
Change-115,185 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 111,794
Change-111,794 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 109,157
Change-109,157 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 106,999
Change-106,999 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 103,816
Change-103,816 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 103,718
Change-103,718 (-100%)
Value—
Valiant Capital Management, L.P.
N/A
Shares— from 97,612
Change-97,612 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 97,097
Change-97,097 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 92,085
Change-92,085 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 89,171
Change-89,171 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 87,105
Change-87,105 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 86,046
Change-86,046 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 86,038
Change-86,038 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 83,279
Change-83,279 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 82,929
Change-82,929 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 81,722
Change-81,722 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 80,747
Change-80,747 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 78,724
Change-78,724 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 77,857
Change-77,857 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 77,028
Change-77,028 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 75,411
Change-75,411 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 75,065
Change-75,065 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 74,577
Change-74,577 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 74,536
Change-74,536 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 74,128
Change-74,128 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 73,153
Change-73,153 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 72,054
Change-72,054 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 70,824
Change-70,824 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 69,996
Change-69,996 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 69,439
Change-69,439 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 68,915
Change-68,915 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 67,770
Change-67,770 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 67,494
Change-67,494 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 65,033
Change-65,033 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 63,423
Change-63,423 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 58,385
Change-58,385 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 57,855
Change-57,855 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 57,206
Change-57,206 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 56,910
Change-56,910 (-100%)
Value—
Commerce Bank
N/A
Shares— from 54,888
Change-54,888 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 54,784
Change-54,784 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 54,730
Change-54,730 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 51,773
Change-51,773 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 51,483
Change-51,483 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 50,802
Change-50,802 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 50,351
Change-50,351 (-100%)
Value—
Man Group plc
N/A
Shares— from 50,127
Change-50,127 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 49,201
Change-49,201 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 48,845
Change-48,845 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 48,734
Change-48,734 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 48,680
Change-48,680 (-100%)
Value—
EFG International AG
N/A
Shares— from 48,107
Change-48,107 (-100%)
Value—
One Madison Group LLC
N/A
Shares— from 48,000
Change-48,000 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 47,894
Change-47,894 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 46,101
Change-46,101 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 45,719
Change-45,719 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 44,821
Change-44,821 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 44,587
Change-44,587 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 44,577
Change-44,577 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 44,433
Change-44,433 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 44,000
Change-44,000 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 43,977
Change-43,977 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 43,643
Change-43,643 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 43,534
Change-43,534 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 43,318
Change-43,318 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 43,272
Change-43,272 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 43,043
Change-43,043 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 42,623
Change-42,623 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 42,527
Change-42,527 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 42,512
Change-42,512 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 40,906
Change-40,906 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 40,853
Change-40,853 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 40,606
Change-40,606 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 40,399
Change-40,399 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 40,291
Change-40,291 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 39,926
Change-39,926 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 39,334
Change-39,334 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 37,922
Change-37,922 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 37,900
Change-37,900 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 37,875
Change-37,875 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 36,005
Change-36,005 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 35,743
Change-35,743 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 35,580
Change-35,580 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 35,557
Change-35,557 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 35,430
Change-35,430 (-100%)
Value—
&partners
N/A
Shares— from 35,193
Change-35,193 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 35,092
Change-35,092 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 34,084
Change-34,084 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 33,052
Change-33,052 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 32,593
Change-32,593 (-100%)
Value—
Anomaly Capital Management, LP
N/A
Shares— from 32,519
Change-32,519 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 31,727
Change-31,727 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 31,299
Change-31,299 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 31,170
Change-31,170 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 30,263
Change-30,263 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 29,971
Change-29,971 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 29,496
Change-29,496 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 29,275
Change-29,275 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 29,016
Change-29,016 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 28,951
Change-28,951 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 28,852
Change-28,852 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 28,061
Change-28,061 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 27,566
Change-27,566 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 27,523
Change-27,523 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 27,089
Change-27,089 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 26,969
Change-26,969 (-100%)
Value—
Allstate Corp
N/A
Shares— from 26,729
Change-26,729 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 26,639
Change-26,639 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 26,615
Change-26,615 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 26,551
Change-26,551 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 26,259
Change-26,259 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 26,240
Change-26,240 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 26,096
Change-26,096 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 25,905
Change-25,905 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 25,745
Change-25,745 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 25,681
Change-25,681 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 25,204
Change-25,204 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 25,075
Change-25,075 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 24,495
Change-24,495 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 24,434
Change-24,434 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 24,164
Change-24,164 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 22,553
Change-22,553 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 21,644
Change-21,644 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 21,282
Change-21,282 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 21,038
Change-21,038 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 20,868
Change-20,868 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 20,675
Change-20,675 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 20,532
Change-20,532 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 19,573
Change-19,573 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 19,527
Change-19,527 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 19,144
Change-19,144 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 19,116
Change-19,116 (-100%)
Value—
11 Capital Partners LP
N/A
Shares— from 19,076
Change-19,076 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 19,062
Change-19,062 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 18,867
Change-18,867 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 18,832
Change-18,832 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,651
Change-18,651 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 18,148
Change-18,148 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 17,981
Change-17,981 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,963
Change-17,963 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 17,914
Change-17,914 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 17,658
Change-17,658 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 17,434
Change-17,434 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 17,389
Change-17,389 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 17,044
Change-17,044 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 16,999
Change-16,999 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 16,808
Change-16,808 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 16,800
Change-16,800 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,767
Change-16,767 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 16,399
Change-16,399 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 16,327
Change-16,327 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 16,321
Change-16,321 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,947
Change-15,947 (-100%)
Value—
Pennant Investors, LP
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 15,428
Change-15,428 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 15,397
Change-15,397 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 15,306
Change-15,306 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 15,289
Change-15,289 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 15,214
Change-15,214 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 15,183
Change-15,183 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 15,168
Change-15,168 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 14,930
Change-14,930 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 14,814
Change-14,814 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,743
Change-14,743 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 14,652
Change-14,652 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 14,575
Change-14,575 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 14,549
Change-14,549 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,515
Change-14,515 (-100%)
Value—
Allianz SE
N/A
Shares— from 14,319
Change-14,319 (-100%)
Value—
Electron Capital Partners, LLC
N/A
Shares— from 14,175
Change-14,175 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 14,142
Change-14,142 (-100%)
Value—
Arrow Capital Management, LLC
N/A
Shares— from 13,863
Change-13,863 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,805
Change-13,805 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 13,671
Change-13,671 (-100%)
Value—
Slate Path Capital LP
N/A
Shares— from 13,519
Change-13,519 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 13,425
Change-13,425 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 13,352
Change-13,352 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 13,288
Change-13,288 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 13,265
Change-13,265 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 13,126
Change-13,126 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 13,123
Change-13,123 (-100%)
Value—
Capital International LTD
N/A
Shares— from 13,084
Change-13,084 (-100%)
Value—
BNP Paribas
N/A
Shares— from 13,051
Change-13,051 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
Morgens Waterfall Vintiadis & Co Inc
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,493
Change-12,493 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,463
Change-12,463 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 12,322
Change-12,322 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 12,206
Change-12,206 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 12,195
Change-12,195 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 12,187
Change-12,187 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 12,142
Change-12,142 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 12,100
Change-12,100 (-100%)
Value—
Prudential PLC
N/A
Shares— from 12,098
Change-12,098 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 11,851
Change-11,851 (-100%)
Value—
Aragon Global Management, LP
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 11,808
Change-11,808 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 11,762
Change-11,762 (-100%)
Value—
S&CO Inc
N/A
Shares— from 11,732
Change-11,732 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 11,696
Change-11,696 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 11,576
Change-11,576 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 11,525
Change-11,525 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 11,516
Change-11,516 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 11,381
Change-11,381 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 11,381
Change-11,381 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 11,057
Change-11,057 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 11,047
Change-11,047 (-100%)
Value—
Simmons Bank
N/A
Shares— from 11,041
Change-11,041 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 11,025
Change-11,025 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 11,006
Change-11,006 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 10,998
Change-10,998 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 10,985
Change-10,985 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 10,925
Change-10,925 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 10,815
Change-10,815 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 10,649
Change-10,649 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 10,640
Change-10,640 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 10,623
Change-10,623 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 10,585
Change-10,585 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 10,518
Change-10,518 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 10,437
Change-10,437 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,428
Change-10,428 (-100%)
Value—
Nwam LLC
N/A
Shares— from 10,283
Change-10,283 (-100%)
Value—
First Washington Corp
N/A
Shares— from 10,243
Change-10,243 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 10,179
Change-10,179 (-100%)
Value—
ING Groep NV
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
M37 Management LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Telligent Fund, LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 9,923
Change-9,923 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,881
Change-9,881 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 9,616
Change-9,616 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 9,532
Change-9,532 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 9,445
Change-9,445 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 9,294
Change-9,294 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 9,282
Change-9,282 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 9,192
Change-9,192 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 9,120
Change-9,120 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 9,097
Change-9,097 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 8,989
Change-8,989 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 8,887
Change-8,887 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,884
Change-8,884 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 8,817
Change-8,817 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 8,690
Change-8,690 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 8,646
Change-8,646 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 8,615
Change-8,615 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 8,589
Change-8,589 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,362
Change-8,362 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,345
Change-8,345 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 8,307
Change-8,307 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 8,262
Change-8,262 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 8,208
Change-8,208 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 8,094
Change-8,094 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 8,061
Change-8,061 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,014
Change-8,014 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 7,937
Change-7,937 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 7,847
Change-7,847 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 7,489
Change-7,489 (-100%)
Value—
Sagefield Capital LP
N/A
Shares— from 7,481
Change-7,481 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,425
Change-7,425 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 7,389
Change-7,389 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 7,316
Change-7,316 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 7,202
Change-7,202 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 7,160
Change-7,160 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,146
Change-7,146 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 7,143
Change-7,143 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 7,102
Change-7,102 (-100%)
Value—
Potrero Capital Research LLC
N/A
Shares— from 7,085
Change-7,085 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 7,073
Change-7,073 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 6,971
Change-6,971 (-100%)
Value—
Ossiam
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,857
Change-6,857 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,837
Change-6,837 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 6,699
Change-6,699 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,695
Change-6,695 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 6,540
Change-6,540 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 6,532
Change-6,532 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 6,370
Change-6,370 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,292
Change-6,292 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 6,237
Change-6,237 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,202
Change-6,202 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,160
Change-6,160 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 6,128
Change-6,128 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 6,048
Change-6,048 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
KP Management LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 5,845
Change-5,845 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,839
Change-5,839 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 5,799
Change-5,799 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 5,759
Change-5,759 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 5,728
Change-5,728 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,683
Change-5,683 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,663
Change-5,663 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,548
Change-5,548 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 5,523
Change-5,523 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 5,495
Change-5,495 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,342
Change-5,342 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 5,306
Change-5,306 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,194
Change-5,194 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
Tribune Investment Group LP
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,919
Change-4,919 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 4,644
Change-4,644 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,624
Change-4,624 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,460
Change-4,460 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,431
Change-4,431 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 4,254
Change-4,254 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 4,212
Change-4,212 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 4,066
Change-4,066 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,915
Change-3,915 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
IAT Reinsurance Co Ltd.
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
Totem Point Management, LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,624
Change-3,624 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 3,591
Change-3,591 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Rithm Capital Corp.
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 3,432
Change-3,432 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 3,077
Change-3,077 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
CIM, LLC
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Owl Creek Asset Management, L.P.
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
FIL Ltd
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 2,123
Change-2,123 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Dockside LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Dnca Finance
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 1,543
Change-1,543 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Muhlenkamp & Co Inc
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
SIR Capital Management, L.P.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
NCP Inc.
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Turas Capital Management LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 976
Change-976 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 970
Change-970 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 950
Change-950 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 944
Change-944 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 941
Change-941 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 924
Change-924 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 916
Change-916 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 915
Change-915 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 907
Change-907 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 901
Change-901 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 886
Change-886 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 880
Change-880 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 877
Change-877 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 872
Change-872 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 870
Change-870 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 867
Change-867 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 846
Change-846 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 842
Change-842 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 841
Change-841 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 841
Change-841 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 838
Change-838 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 825
Change-825 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 818
Change-818 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 816
Change-816 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 810
Change-810 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 809
Change-809 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 807
Change-807 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 802
Change-802 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 784
Change-784 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 774
Change-774 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 769
Change-769 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 768
Change-768 (-100%)
Value—
Members Trust Co
N/A
Shares— from 768
Change-768 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 748
Change-748 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 743
Change-743 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 738
Change-738 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 733
Change-733 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 730
Change-730 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 722
Change-722 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 720
Change-720 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 720
Change-720 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 717
Change-717 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 714
Change-714 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 704
Change-704 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 690
Change-690 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 688
Change-688 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 688
Change-688 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 687
Change-687 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 682
Change-682 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 680
Change-680 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 669
Change-669 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 667
Change-667 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Bank of Marin
N/A
Shares— from 661
Change-661 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 657
Change-657 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 646
Change-646 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 644
Change-644 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 639
Change-639 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 638
Change-638 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 633
Change-633 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 619
Change-619 (-100%)
Value—
CNB Bank
N/A
Shares— from 619
Change-619 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 618
Change-618 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
United Bank
N/A
Shares— from 610
Change-610 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 607
Change-607 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 606
Change-606 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 599
Change-599 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 595
Change-595 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 591
Change-591 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 579
Change-579 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 569
Change-569 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 568
Change-568 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 566
Change-566 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 566
Change-566 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 551
Change-551 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
EWA, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 540
Change-540 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 537
Change-537 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 535
Change-535 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 527
Change-527 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 520
Change-520 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Quarry LP
N/A
Shares— from 516
Change-516 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 514
Change-514 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 510
Change-510 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 483
Change-483 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 481
Change-481 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 477
Change-477 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 477
Change-477 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 476
Change-476 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 471
Change-471 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 469
Change-469 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 467
Change-467 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 464
Change-464 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 456
Change-456 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 456
Change-456 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 450
Change-450 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 449
Change-449 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 444
Change-444 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 443
Change-443 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 428
Change-428 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 418
Change-418 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 415
Change-415 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 411
Change-411 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 407
Change-407 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 406
Change-406 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 404
Change-404 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 404
Change-404 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 403
Change-403 (-100%)
Value—
Firsthand Capital Management, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 395
Change-395 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 394
Change-394 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 393
Change-393 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 386
Change-386 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
American Trust
N/A
Shares— from 378
Change-378 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 377
Change-377 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 376
Change-376 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 375
Change-375 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 372
Change-372 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 363
Change-363 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 362
Change-362 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 360
Change-360 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 349
Change-349 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 347
Change-347 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 344
Change-344 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 344
Change-344 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 342
Change-342 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 337
Change-337 (-100%)
Value—
Summitry LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 335
Change-335 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 334
Change-334 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 332
Change-332 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 330
Change-330 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 330
Change-330 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 327
Change-327 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 323
Change-323 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 318
Change-318 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 318
Change-318 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 313
Change-313 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 310
Change-310 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 309
Change-309 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 306
Change-306 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 300
Change-300 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 299
Change-299 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 294
Change-294 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 291
Change-291 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 291
Change-291 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 290
Change-290 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 289
Change-289 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 287
Change-287 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 284
Change-284 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
AXA S.A.
N/A
Shares— from 279
Change-279 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 275
Change-275 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 274
Change-274 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 272
Change-272 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 268
Change-268 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 264
Change-264 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 260
Change-260 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 253
Change-253 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 251
Change-251 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 249
Change-249 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 249
Change-249 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 247
Change-247 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 247
Change-247 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 246
Change-246 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 244
Change-244 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 244
Change-244 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 236
Change-236 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Betterment LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 232
Change-232 (-100%)
Value—
Avenir Corp
N/A
Shares— from 231
Change-231 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 230
Change-230 (-100%)
Value—
S&T Bank
N/A
Shares— from 230
Change-230 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 229
Change-229 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 214
Change-214 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 213
Change-213 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 210
Change-210 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 208
Change-208 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 205
Change-205 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 201
Change-201 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 201
Change-201 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 199
Change-199 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 199
Change-199 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 198
Change-198 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 193
Change-193 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 191
Change-191 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 190
Change-190 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 188
Change-188 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 186
Change-186 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 186
Change-186 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 173
Change-173 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 172
Change-172 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 171
Change-171 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 171
Change-171 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 170
Change-170 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 166
Change-166 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 138
Change-138 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 136
Change-136 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 134
Change-134 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 134
Change-134 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 129
Change-129 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 108
Change-108 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 103
Change-103 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 102
Change-102 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 96
Change-96 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 94
Change-94 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 89
Change-89 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 87
Change-87 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 77
Change-77 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 63
Change-63 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 60
Change-60 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 44
Change-44 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 40
Change-40 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 32
Change-32 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 31
Change-31 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 28
Change-28 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 22
Change-22 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 18
Change-18 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
Bamco Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 15
Change-15 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 12
Change-12 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 11
Change-11 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Toews Corp
N/A
Shares— from 8
Change-8 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Centennial Bank
N/A
Shares— from 7
Change-7 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 6
Change-6 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 6
Change-6 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED6,430,7176,346,988+83,729+1%$7.4B$6.1B-$1.3B2026-11-06
Fisher Asset Management, LLC
INCREASED4,921,0633,559,479+1,361,584+38%$4.2B$4.7B+$495.5M2026-11-06
Bank of New York Mellon Corp
DECREASED2,020,9592,125,762-104,803-5%$2.5B$1.9B-$576.6M2026-11-05
Amundi
DECREASED1,186,8041,505,800-318,996-21%$1.8B$1.1B-$641.1M2026-11-06
Deutsche Bank Ag\
DECREASED759,620877,600-117,980-13%$1.0B$722.0M-$309.0M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED705,299669,232+36,067+5%$786.3M$670.4M-$115.9M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED601,673631,868-30,195-5%$742.4M$571.9M-$170.5M2026-10-29
Dimensional Fund Advisors LP
DECREASED588,954616,399-27,445-4%$724.1M$559.8M-$164.3M2026-11-04
Harel Insurance Investments & Financial Services Ltd.
INCREASED563,621300,168+263,453+88%$352.8M$535.7M+$182.9M2026-11-02
Barclays PLC
DECREASED556,278654,488-98,210-15%$768.9M$528.7M-$240.2M2026-11-06
LPL Financial LLC
INCREASED518,874499,581+19,293+4%$586.9M$493.2M-$93.8M2026-11-06
Parnassus Investments, LLC
DECREASED427,490451,884-24,394-5%$530.9M$406.3M-$124.6M2026-10-22
Robeco Institutional Asset Management B.V.
DECREASED420,531448,666-28,135-6%$527.1M$399.7M-$127.4M2026-10-20
Vestor Capital, LLC
INCREASED398,1773,648+394,529+10815%$51$30.1K+$30.1K2026-11-04
Citigroup Inc
DECREASED397,9151,214,464-816,549-67%$1.4B$378.2M-$1.0B2026-11-04
Principal Financial Group Inc
DECREASED390,531405,618-15,087-4%$476.5M$371.2M-$105.3M2026-11-02
PNC Financial Services Group, Inc.
INCREASED337,321331,325+5,996+2%$389.3M$320.6M-$68.6M2026-11-06
Temasek Holdings (Private) Ltd
DECREASED324,080477,264-153,184-32%$560.7M$308.0M-$252.7M2026-10-28
Aberdeen Group plc
INCREASED308,75037,659+271,091+720%$44.2M$293.5M+$249.2M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED307,541151,508+156,033+103%$123.4K$296.0K+$172.6K2026-10-27
Swedbank AB
DECREASED296,731334,726-37,995-11%$393.3M$282.0M-$111.2M2026-10-27
Allen Investment Management, LLC
DECREASED276,725286,069-9,344-3%$336.1M$263.0M-$73.1M2026-11-03
Russell Investments Group, Ltd.
DECREASED234,228239,740-5,512-2%$280.1M$222.9M-$57.2M2026-11-06
New York State Teachers Retirement System
DECREASED209,567217,733-8,166-4%$255.8M$199.2M-$56.6M2026-10-22
AGF Management LTD
DECREASED196,537233,192-36,655-16%$274.0M$186.8M-$87.2M2026-11-03
Thrivent Financial for Lutherans
INCREASED194,334190,786+3,548+2%$224.1M$177.2M-$46.9M2026-11-05
Pictet Asset Management Holding SA
DECREASED191,313200,314-9,001-4%$235.3M$181.8M-$53.5M2026-11-03
Fifth Third Bancorp
DECREASED190,345190,857-5120%$224.2M$180.9M-$43.3M2026-11-05
Strs Ohio
INCREASED162,844157,830+5,014+3%$185.4M$154.8M-$30.6M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED159,694153,511+6,183+4%$161.6M$153.5M-$8.1M2026-10-13
PFA Pension, Forsikringsaktieselskab
DECREASED159,542160,026-4840%$188.0M$151.6M-$36.4M2026-11-06
Congress Asset Management Co
DECREASED158,328192,672-34,344-18%$226.4M$150.5M-$75.9M2026-10-06
Reaves W H & Co Inc
DECREASED154,481169,847-15,366-9%$199.5M$146.8M-$52.7M2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED147,555155,106-7,551-5%$178.7M$140.7M-$38.0M2026-11-06
TD Waterhouse Canada Inc.
DECREASED140,799165,072-24,273-15%$187.2M$139.1M-$48.1M2026-10-16
Creative Planning
INCREASED136,047111,352+24,695+22%$130.8M$129.3M-$1.5M2026-11-02
Assenagon Asset Management S.A.
DECREASED129,162224,529-95,367-42%$263.8M$122.8M-$141.0M2026-10-15
Asset Management One Co., Ltd.
DECREASED128,934129,915-981-1%$152.6M$122.6M-$30.1M2026-10-27
Commonwealth Equity Services, LLC
DECREASED126,549126,926-3770%$149.1M$120.3M-$28.8M2026-11-02
Calamos Advisors LLC
DECREASED119,064123,656-4,592-4%$145.3M$113.2M-$32.1M2026-11-02
ABN Amro Investment Solutions
INCREASED118,67799,554+19,123+19%$117.0M$112.8M-$4.2M2026-10-21
Mirae Asset Global Investments Co., Ltd.
DECREASED117,958120,959-3,001-2%$142.1M$112.1M-$30.0M2026-11-03
Cardano Risk Management B.V.
INCREASED117,46489,517+27,947+31%$105.2K$111.6M+$111.5M2026-10-20
US Bancorp \de\
INCREASED112,143108,024+4,119+4%$126.9M$106.6M-$20.3M2026-11-05
MacKenzie Financial Corp
INCREASED111,17677,011+34,165+44%$90.5M$105.7M+$15.2M2026-11-02
KBC Group NV
DECREASED110,340229,976-119,636-52%$270.2M$104.9M-$165.3M2026-10-22
Nykredit A/S
DECREASED108,182115,725-7,543-7%$136.0M$102.8M-$33.1M2026-11-06
Meitav Investment House LTD
INCREASED105,77592,625+13,150+14%$108.8M$100.5M-$8.3M2026-10-28
SEB Asset Management AB
INCREASED105,56178,297+27,264+35%$92.0M$100.3M+$8.3M2026-11-04
Daiwa Securities Group Inc.
DECREASED103,024107,530-4,506-4%$126.3M$97.9M-$28.4M2026-10-29
Imc-Chicago, LLC
NEW101,753—+101,753——$96.7M—2026-11-05
AMF Tjanstepension AB
UNCHANGED93,33393,33300%$109.7M$88.7M-$20.9M2026-10-22
Candriam S.C.A.
DECREASED91,920113,685-21,765-19%$133.4M$87.7M-$45.7M2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED91,45291,945-493-1%$104.3M$90.3M-$14.0M2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED90,51999,071-8,552-9%$115.1M$86.2M-$28.9M2026-10-29
Vest Financial, LLC
INCREASED88,60484,689+3,915+5%$99.5M$84.2M-$15.3M2026-10-21
Montrusco Bolton Investments Inc.
INCREASED87,24375,528+11,715+16%$88.7M$82.9M-$5.8M2026-10-13
State of New Jersey Common Pension Fund D
DECREASED87,06787,186-1190%$102.4M$82.8M-$19.7M2026-11-05
Swiss Life Asset Management Ltd
DECREASED86,894119,778-32,884-27%$140.7M$82.6M-$58.1M2026-11-03
Truist Financial Corp
INCREASED82,86779,862+3,005+4%$93.8M$78.8M-$15.1M2026-10-30
Regions Financial Corp
DECREASED80,76996,847-16,078-17%$113.8M$76.8M-$37.0M2026-11-05
Mn Services Vermogensbeheer B.V.
INCREASED79,49278,292+1,200+2%$92.0M$75.6M-$16.4M2026-10-08
Czech National Bank
INCREASED76,52476,488+36+0%$89.9M$72.7M-$17.1M2026-10-13
Xponance LLC
INCREASED76,41773,600+2,817+4%$86.5M$72.6M-$13.8M2026-11-03
Sapient Capital LLC
DECREASED75,86076,038-1780%$89.4M$72.1M-$17.3M2026-10-08
Arizona State Retirement System
INCREASED75,23174,789+442+1%$87.9M$71.5M-$16.4M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED73,94075,512-1,572-2%$88.7M$70.3M-$18.4M2026-11-02
CIBC Asset Management Inc
INCREASED71,59771,339+258+0%$83.8M$68.1M-$15.7M2026-11-05
General American Investors Co Inc
UNCHANGED71,00071,00000%$83.4M$67.5M-$15.9M2026-11-02
State of Michigan Retirement System
DECREASED68,11069,840-1,730-2%$82.1M$64.7M-$17.3M2026-10-27
Exchange Traded Concepts, LLC
DECREASED67,37267,455-830%$79.3M$64.0M-$15.2M2026-10-28
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED66,97370,733-3,760-5%$83.1M$63.7M-$19.4M2026-10-15
ARS Investment Partners, LLC
DECREASED62,99563,765-770-1%$74.9M$59.9M-$15.0M2026-11-05
IFM Investors Pty Ltd
INCREASED62,31660,636+1,680+3%$71.2M$59.2M-$12.0M2026-10-14
Henshaw Capital LLC
UNCHANGED62,00062,00000%$72.8M$58.9M-$13.9M2026-11-03
UniSuper Management Pty Ltd
DECREASED59,48874,340-14,852-20%$87.3M$56.5M-$30.8M2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED58,84259,353-511-1%$69.7M$55.9M-$13.8M2026-11-03
Segment Wealth Management, LLC
DECREASED57,08259,538-2,456-4%$69.9M$54.3M-$15.7M2026-10-26
Granite Investment Partners, LLC
INCREASED56,40955,181+1,228+2%$64.8M$53.6M-$11.2M2026-11-04
Virginia Retirement Systems ET Al
UNCHANGED56,35856,35800%$66.2M$53.6M-$12.6M2026-10-28
Retirement Systems of Alabama
DECREASED55,85356,453-600-1%$66.3M$53.1M-$13.2M2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED55,36355,711-348-1%$65.5M$52.6M-$12.8M2026-10-19
Amalgamated Bank
DECREASED54,47655,897-1,421-3%$65.7M$51.8M-$13.9M2026-10-23
Amanah Holdings Trust
UNCHANGED52,15052,15000%$61.3M$49.6M-$11.7M2026-10-23
Vontobel Holding Ltd.
DECREASED51,60154,248-2,647-5%$63.7M$49.0M-$14.7M2026-10-16
Neos Investment Management LLC
INCREASED50,32843,159+7,169+17%$50.7M$47.8M-$2.9M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED48,23226,216+22,016+84%$30.8M$45.8M+$15.0M2026-10-16
Rakuten Investment Management, Inc.
INCREASED48,06944,108+3,961+9%$48.6M$46.3M-$2.4M2026-10-30
Kestra Advisory Services, LLC
INCREASED46,91741,627+5,290+13%$48.9M$44.6M-$4.3M2026-11-02
Lido Advisors, LLC
INCREASED45,39443,848+1,546+4%$51.5M$43.1M-$8.4M2026-11-04
UMB Bank, n.a.
DECREASED45,21245,876-664-1%$53.9M$43.0M-$10.9M2026-11-06
Moody Lynn Lieberson & Walker, LLC
DECREASED44,79649,980-5,184-10%$58.7M$42.6M-$16.1M2026-10-14
Park National Corp
DECREASED44,65445,291-637-1%$53.2M$42.4M-$10.8M2026-10-05
Prime Capital Investment Advisors, LLC
DECREASED43,91344,889-976-2%$52.7M$41.7M-$11.0M2026-10-20
ProShare Advisors LLC
DECREASED42,86844,365-1,497-3%$52.1M$40.7M-$11.4M2026-10-29
GoalVest Advisory LLC
INCREASED42,67347+42,626+90694%$55.2K$81.6K+$26.4K2026-10-02
Raiffeisen Bank International AG
INCREASED41,70517,902+23,803+133%$19.7M$40.1M+$20.4M2026-10-28
Cullen T Bankers, Inc.
INCREASED40,70632,692+8,014+25%$38.4M$38.7M+$282.1K2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED40,68839,441+1,247+3%$46.3M$38.7M-$7.7M2026-10-20
OP Asset Management Ltd
DECREASED40,60952,962-12,353-23%$62.2M$38.6M-$23.6M2026-11-05
New York Life Investment Management LLC
DECREASED39,78039,854-740%$46.8M$37.8M-$9.0M2026-11-04
Covea Finance
INCREASED39,13538,335+800+2%$45.0M$37.2M-$7.8M2026-10-21
Tema Etfs LLC
INCREASED38,65436,725+1,929+5%$43.1M$36.7M-$6.4M2026-10-16
Cushing Asset Management, LP dba NXG Investment Management
INCREASED38,65028,700+9,950+35%$33.7M$36.7M+$3.0M2026-10-26
Chilton Capital Management LLC
INCREASED38,40438,166+238+1%$44.8M$36.5M-$8.3M2026-10-28
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED37,68532,543+5,142+16%$38.2M$35.8M-$2.4M2026-11-06
Apollon Wealth Management, LLC
DECREASED36,90944,965-8,056-18%$52.8M$35.1M-$17.7M2026-10-23
LBP AM SA
DECREASED36,27362,451-26,178-42%$73.4M$34.5M-$38.9M2026-11-06
Appleton Partners Inc
DECREASED36,04438,422-2,378-6%$45.1M$34.3M-$10.9M2026-10-30
Meyer Handelman Co
DECREASED35,86136,133-272-1%$42.5M$34.1M-$8.4M2026-10-28
Keybank National Association
INCREASED35,70832,082+3,626+11%$37.7M$33.9M-$3.8M2026-11-04
Nisa Investment Advisors, LLC
DECREASED34,41336,479-2,066-6%$42.9M$32.7M-$10.2M2026-10-20
Ethic Inc.
INCREASED33,89533,337+558+2%$39.2M$32.2M-$6.9M2026-11-03
Adams Diversified Equity Fund, Inc.
DECREASED33,40034,400-1,000-3%$40.4M$31.7M-$8.7M2026-10-21
Bokf, NA
INCREASED33,29532,168+1,127+4%$37.8M$31.6M-$6.1M2026-10-27
ASR Vermogensbeheer N.V.
INCREASED32,97731,097+1,880+6%$36.5M$31.3M-$5.2M2026-10-16
Oregon Public Employees Retirement Fund
DECREASED32,77733,042-265-1%$38.8M$31.2M-$7.7M2026-10-30
Braun Stacey Associates Inc
DECREASED32,50436,819-4,315-12%$43.3M$30.9M-$12.4M2026-10-19
CapWealth Advisors, LLC
DECREASED32,37533,409-1,034-3%$39.3M$30.8M-$8.5M2026-10-05
iA Global Asset Management Inc.
DECREASED31,26833,681-2,413-7%$39.6M$29.7M-$9.9M2026-10-29
Cookson Peirce & Co Inc
DECREASED30,92531,732-807-3%$37.3M$29.4M-$7.9M2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED30,64935,033-4,384-13%$41.2M$29.1M-$12.0M2026-10-22
Mutual of America Capital Management LLC
DECREASED30,60331,071-468-2%$36.5M$29.1M-$7.4M2026-10-23
Auto-Owners Insurance Co
UNCHANGED30,38330,38300%$35.7M$28.9M-$6.8M2026-10-15
Tran Capital Management, L.P.
DECREASED29,71830,201-483-2%$35.5M$28.2M-$7.2M2026-10-19
Eagle Global Advisors LLC
DECREASED29,33229,657-325-1%$34.8M$27.9M-$7.0M2026-11-02
Factory Mutual Insurance Co
UNCHANGED28,66528,66500%$33.7M$27.2M-$6.4M2026-10-30
Fiera Capital Corp
INCREASED28,03826,149+1,889+7%$30.7M$26.6M-$4.1M2026-11-06
One Way Holdings LLC
INCREASED27,93326,682+1,251+5%$31.3M$26.6M-$4.8M2026-10-29
Talbot Financial, LLC
INCREASED27,61527,034+581+2%$31.8M$26.2M-$5.5M2026-10-19
State of Alaska, Department of Revenue
INCREASED27,27226,330+942+4%$30.9M$25.9M-$5.0M2026-10-15
Franklin Street Advisors Inc
DECREASED26,21626,977-761-3%$31.7M$24.9M-$6.8M2026-10-13
Compagnie Lombard Odier SCmA
INCREASED25,91816,991+8,927+53%$20.0M$24.6M+$4.7M2026-11-04
Yousif Capital Management, LLC
DECREASED25,55826,059-501-2%$30.6M$24.3M-$6.3M2026-10-22
Brookstone Capital Management
INCREASED25,38025,374+6+0%$29.8M$24.1M-$5.7M2026-10-22
Oppenheimer & Co Inc
INCREASED24,72722,641+2,086+9%$26.6M$23.5M-$3.1M2026-10-26
Fort Washington Investment Advisors Inc
UNCHANGED24,46624,46600%$28.7M$23.3M-$5.5M2026-10-15
B. Metzler seel. Sohn & Co. AG
INCREASED24,30323,080+1,223+5%$27.1M$23.1M-$4.0M2026-10-30
BLB&B Advisors, LLC
DECREASED23,56024,110-550-2%$28.3M$22.4M-$5.9M2026-10-27
Savant Capital, LLC
INCREASED22,9439,214+13,729+149%$10.6M$21.8M+$11.2M2026-11-06
Midwest Trust Co
INCREASED22,7587,998+14,760+185%$9.4M$21.6M+$12.2M2026-10-22
Badgley Phelps Wealth Managers, LLC
INCREASED22,16613,498+8,668+64%$15.9M$21.1M+$5.2M2026-10-22
Meridian Wealth Management, LLC
INCREASED22,0977,437+14,660+197%$8.7M$21.0M+$12.3M2026-11-05
OFI Invest Asset Management
INCREASED22,0765,961+16,115+270%$6.5M$18.7M+$12.2M2026-11-06
Park Avenue Securities LLC
INCREASED22,04817,528+4,520+26%$20.6M$21.0M+$364.0K2026-10-26
Cadinha & Co LLC
DECREASED21,94023,236-1,296-6%$27.3M$20.9M-$6.4M2026-10-22
Fishman JAY A LTD
INCREASED21,85920,522+1,337+7%$24.1M$20.8M-$3.3M2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED21,64321,372+271+1%$25.1M$20.6M-$4.5M2026-10-29
Kestra Private Wealth Services, LLC
INCREASED21,54020,631+909+4%$24.2M$20.5M-$3.8M2026-11-06
Tempus Wealth Planning, LLC
DECREASED21,16921,331-162-1%$25.1M$20.1M-$4.9M2026-10-14
Simplex Trading, LLC
INCREASED20,87820,352+526+3%$23.9M$19.8M-$4.1M2026-11-04
Welch & Forbes LLC
INCREASED20,85610,672+10,184+95%$12.5M$19.8M+$7.3M2026-11-04
Fifth Third Wealth Advisors LLC
DECREASED20,79220,909-117-1%$24.6M$19.8M-$4.8M2026-10-22
Chatham Capital Group, Inc.
DECREASED20,77421,151-377-2%$24.8M$19.7M-$5.1M2026-10-16
Codex Capital Asset Management L.L.C.
UNCHANGED20,62220,62200%$24.2M$19.6M-$4.6M2026-10-30
Nippon Life Global Investors Americas, Inc.
DECREASED20,50051,960-31,460-61%$61.1M$19.5M-$41.6M2026-10-29
Chicago Capital, LLC
INCREASED20,4965,683+14,813+261%$6.7M$19.5M+$12.8M2026-10-13
HUB Investment Partners, LLC
DECREASED19,89122,575-2,684-12%$26.5M$18.9M-$7.6M2026-11-03
Venture Visionary Partners LLC
INCREASED19,79517,652+2,143+12%$20.7M$18.8M-$1.9M2026-10-07
Assetmark, Inc
INCREASED19,45018,013+1,437+8%$21.2M$18.5M-$2.7M2026-10-21
Sierra Summit Advisors LLC
INCREASED19,41719,002+415+2%$22.3M$18.5M-$3.9M2026-10-28
MGO One Seven LLC
DECREASED19,37019,674-304-2%$23.1M$18.4M-$4.7M2026-10-28
Renaissance Investment Group LLC
DECREASED19,28019,339-590%$22.7M$18.3M-$4.4M2026-10-28
Cornerstone Advisors, LLC
DECREASED19,26021,127-1,867-9%$24.8M$18.3M-$6.5M2026-11-06
Carnegie Investment Counsel
DECREASED19,23219,345-113-1%$22.7M$18.3M-$4.4M2026-10-20
OAK Ridge Investments LLC
DECREASED18,74819,688-940-5%$23.1M$17.8M-$5.3M2026-10-30
D.A. Davidson & Co.
INCREASED18,66814,570+4,098+28%$17.1M$17.7M+$626.3K2026-10-28
HB Wealth Management, LLC
INCREASED18,46315,830+2,633+17%$18.6M$17.5M-$1.0M2026-10-23
Merit Financial Group, LLC
INCREASED18,40218,386+16+0%$21.6M$17.5M-$4.1M2026-11-06
Hartline Investment Corp/
INCREASED17,97517,609+366+2%$20.7M$17.1M-$3.6M2026-10-29
Headland Capital, LLC
DECREASED17,87725,697-7,820-30%$30.2M$17.0M-$13.2M2026-11-06
Generali Asset Management SPA SGR
INCREASED17,82316,169+1,654+10%$19.0M$16.9M-$2.1M2026-10-26
Leo Wealth, LLC
NEW17,406—+17,406——$16.5M—2026-10-26
Atria Investments, Inc
DECREASED17,07517,350-275-2%$20.4M$16.2M-$4.2M2026-10-15
Citizens Financial Group Inc
INCREASED16,9127,096+9,816+138%$8.3M$16.1M+$7.7M2026-10-23
Aware Super Pty Ltd as trustee of Aware Super
INCREASED16,86814,200+2,668+19%$16.7M$16.0M-$650.1K2026-10-30
Vise Technologies, Inc.
INCREASED16,56114,846+1,715+12%$17.4M$15.7M-$1.7M2026-10-29
J.W. Cole Advisors, Inc.
INCREASED16,48115,930+551+3%$18.7M$15.7M-$3.1M2026-11-05
Allworth Financial LP
INCREASED16,47910,110+6,369+63%$11.9M$19.4M+$7.5M2026-11-06
Maryland State Retirement & Pension System
INCREASED16,39714,509+1,888+13%$17.0M$15.6M-$1.5M2026-11-05
Crossmark Global Holdings, Inc.
INCREASED16,31615,880+436+3%$18.7M$15.5M-$3.1M2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED16,12516,438-313-2%$19.3M$15.3M-$4.0M2026-10-13
Achmea Investment Management B.V.
NEW16,090—+16,090——$15.3M—2026-10-30
Tctc Holdings, LLC
INCREASED15,85815,466+392+3%$18.2M$15.1M-$3.1M2026-11-02
Covenant Asset Management, LLC
DECREASED15,76416,201-437-3%$19.0M$15.0M-$4.1M2026-10-14
Illinois Municipal Retirement Fund
DECREASED15,39216,038-646-4%$18.8M$14.6M-$4.2M2026-11-05
Teamwork Financial Advisors, LLC
DECREASED15,32115,885-564-4%$18.7M$14.6M-$4.1M2026-10-19
Parallel Advisors, LLC
INCREASED15,27415,072+202+1%$17.7M$14.5M-$3.2M2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED15,18113,664+1,517+11%$16.1M$14.4M-$1.6M2026-11-05
Union Bancaire Privee, UBP SA
DECREASED15,15715,769-612-4%$14.9M$13.0M-$1.9M2026-11-04
Neville Rodie & Shaw Inc
DECREASED14,72416,999-2,275-13%$20.0K$14.0K-$6.0K2026-10-05
Farther Finance Advisors, LLC
INCREASED14,56612,713+1,853+15%$14.9M$13.8M-$1.1M2026-10-08
Oppenheimer Asset Management Inc.
DECREASED14,50719,376-4,869-25%$22.8M$13.8M-$9.0M2026-10-27
Wedmont Private Capital
INCREASED14,46714,045+422+3%$15.3M$14.5M-$874.0K2026-10-09
Hartford Investment Management Co
DECREASED14,25414,858-604-4%$17.5M$13.5M-$3.9M2026-11-04
Inspire Investing, LLC
INCREASED14,11413,923+191+1%$16.4M$13.4M-$2.9M2026-10-22
Overbrook Management Corp
INCREASED14,07513,121+954+7%$15.4M$13.4M-$2.0M2026-10-08
Compass Capital Management, Inc
INCREASED13,92013,857+63+0%$16.3M$13.2M-$3.0M2026-11-06
AlphaCore Capital LLC
INCREASED13,90611,640+2,266+19%$13.7M$13.2M-$457.9K2026-11-04
Adell Harriman & Carpenter Inc
INCREASED13,84912,703+1,146+9%$14.9M$13.2M-$1.8M2026-11-02
Independent Financial Group, LLC
DECREASED13,43514,256-821-6%$16.7M$12.8M-$4.0M2026-10-13
New Mexico Educational Retirement Board
UNCHANGED13,41913,41900%$15.8M$12.8M-$3.0M2026-11-05
Petredis Investment Advisors LLC
INCREASED13,41613,343+73+1%$15.7M$12.8M-$2.9M2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED13,3758,413+4,962+59%$9.9M$12.7M+$2.8M2026-11-03
Private Advisory Group LLC
INCREASED13,36612,300+1,066+9%$14.5M$12.7M-$1.7M2026-11-06
CX Institutional
INCREASED13,2942,679+10,615+396%$3.1K$12.6K+$9.5K2026-10-02
Clearstead Advisors, LLC
INCREASED13,21513,050+165+1%$15.3M$12.6M-$2.8M2026-11-06
Northeast Investment Management
INCREASED13,18612,555+631+5%$14.8M$12.5M-$2.2M2026-10-30
Radnor Capital Management, LLC
DECREASED13,13413,196-620%$15.5M$12.5M-$3.0M2026-10-23
American Assets Investment Management, LLC
UNCHANGED13,12513,12500%$15.4M$12.5M-$2.9M2026-10-30
Louisiana State Employees Retirement System
DECREASED13,10013,700-600-4%$16.1M$12.5M-$3.6M2026-10-20
Jefferies Financial Group Inc.
INCREASED12,97912,236+743+6%$14.4M$12.3M-$2.0M2026-11-05
RWQ Financial Management Services, Inc.
INCREASED12,8059,266+3,539+38%$10.9M$12.2M+$1.3M2026-10-19
Next Level Private LLC
INCREASED12,76112,685+76+1%$14.9M$12.1M-$2.8M2026-10-20
Cynosure Group, LLC
DECREASED12,75612,947-191-1%$15.2M$12.1M-$3.1M2026-11-03
Wedbush Securities Inc
INCREASED12,70112,630+71+1%$14.8M$12.1M-$2.8M2026-10-22
Ag2r LA Mondiale Gestion D'actifs
INCREASED12,66611,883+783+7%$14.0M$12.0M-$1.9M2026-10-26
Maple Capital Management, Inc.
INCREASED12,517509+12,008+2359%$598.1K$11.9M+$11.3M2026-11-02
Moors & Cabot, Inc.
INCREASED12,3626,650+5,712+86%$7.8M$11.7M+$3.9M2026-11-06
LaFleur & Godfrey LLC
DECREASED12,32214,587-2,265-16%$17.1M$11.7M-$5.4M2026-10-27
Old National Bancorp
INCREASED12,2077,544+4,663+62%$8.9M$11.6M+$2.7M2026-10-20
Crestwood Advisors Group, LLC
INCREASED12,06011,468+592+5%$13.5M$11.5M-$2.0M2026-10-27
Albion Financial Group
INCREASED11,95111,896+55+0%$14.0M$11.4M-$2.6M2026-10-21
Kornitzer Capital Management Inc
INCREASED11,75910,767+992+9%$12.6M$11.2M-$1.5M2026-11-03
United Capital Management of KS, Inc.
INCREASED11,716273+11,443+4192%$320.7K$11.1M+$10.8M2026-11-04
Pinnacle Associates LTD
DECREASED11,47311,627-154-1%$13.7M$10.9M-$2.8M2026-10-20
Mather Group, Llc.
INCREASED11,2879,060+2,227+25%$10.6M$10.7M+$84.9K2026-10-14
Bender Robert & Associates
INCREASED11,23510,577+658+6%$12.4M$10.7M-$1.7M2026-10-21
Legacy Bridge, LLC
DECREASED11,20211,289-87-1%$13.3M$10.6M-$2.6M2026-10-28
Anderson Hoagland & Co
UNCHANGED11,15011,15000%$13.1M$9.2M-$3.9M2026-10-23
Archon Partners LLC
UNCHANGED11,00011,00000%$12.9M$10.5M-$2.5M2026-10-26
Chicago Partners Investment Group LLC
INCREASED10,96410,342+622+6%$10.7M$8.9M-$1.7M2026-10-27
Oliver Luxxe Assets LLC
DECREASED10,68612,804-2,118-17%$15.0M$10.2M-$4.9M2026-10-14
Tokio Marine Asset Management Co LTD
INCREASED10,60110,273+328+3%$12.1M$10.1M-$2.0M2026-10-26
Ascent Group, LLC
INCREASED10,56910,305+264+3%$12.1M$10.0M-$2.1M2026-10-30
Wesbanco Bank Inc
DECREASED10,54211,622-1,080-9%$13.7M$10.0M-$3.6M2026-11-04
CMH Wealth Management LLC
INCREASED10,4859,871+614+6%$11.6M$10.0M-$1.6M2026-10-22
Baxter Bros Inc
UNCHANGED10,38510,38500%$12.2M$9.9M-$2.3M2026-11-04
Gunderson Capital Management LLC
DECREASED10,36910,396-270%$12.2M$9.9M-$2.4M2026-10-15
Daymark Wealth Partners, LLC
INCREASED10,33310,143+190+2%$11.9M$9.8M-$2.1M2026-11-04
N10 Wealth, LLC
INCREASED10,3328,118+2,214+27%$9.5M$9.8M+$282.9K2026-10-14
Princeton Capital Management LLC
INCREASED10,3139,849+464+5%$11.6M$9.8M-$1.8M2026-10-27
Oak Grove Capital LLC
INCREASED10,2652,914+7,351+252%$3.4M$9.8M+$6.3M2026-10-09
Marble Harbor Investment Counsel, LLC
DECREASED10,07210,105-330%$11.9M$9.6M-$2.3M2026-11-06
Matthew Goff Investment Advisor, LLC
DECREASED10,00810,017-90%$11.8M$9.5M-$2.3M2026-10-13
AM Investment Strategies LLC
INCREASED9,8439,834+9+0%$11.6K$9.4M+$9.4M2026-11-05
Gamma Investing LLC
INCREASED9,7879,336+451+5%$11.0M$9.3M-$1.7M2026-10-08
N10 Assets, LLC
INCREASED9,6988,002+1,696+21%$9.4M$9.2M-$183.4K2026-10-14
Diversify Wealth Management, LLC
INCREASED9,6658,825+840+10%$8.8M$9.0M+$159.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED9,6658,825+840+10%$8.8M$9.0M+$159.3K2026-10-20
Davenport & Co LLC
INCREASED9,5369,005+531+6%$10.6M$9.1M-$1.5M2026-10-14
Hoey Investments, Inc
DECREASED9,4179,595-178-2%$11.3M$9.0M-$2.3M2026-10-29
Asio Capital, LLC
INCREASED9,4019,263+138+1%$10.9M$8.9M-$1.9M2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED9,3797,758+1,621+21%$9.1M$9.4M+$237.1K2026-10-20
Banque Pictet & CIE SA
INCREASED9,3455,825+3,520+60%$6.8M$8.9M+$2.0M2026-10-16
Diversified Trust Co
INCREASED9,2139,117+96+1%$10.7M$8.8M-$2.0M2026-11-06
Evexia Wealth LLC
DECREASED9,1699,975-806-8%$10.0M$7.8M-$2.2M2026-11-05
E. Ohman J:or Asset Management AB
UNCHANGED9,1609,16000%$10.8M$8.7M-$2.1M2026-10-22
AlphaStar Capital Management, LLC
INCREASED9,1328,673+459+5%$10.2M$8.7M-$1.5M2026-10-16
Larson Financial Group LLC
INCREASED9,1317,438+1,693+23%$8.7M$8.7M-$60.1K2026-11-05
Plato Investment Management Ltd
DECREASED9,02510,345-1,320-13%$12.1M$8.6M-$3.5M2026-11-05
Soltis Investment Advisors LLC
DECREASED9,0059,182-177-2%$10.8M$8.6M-$2.2M2026-10-28
Choreo, LLC
DECREASED8,9829,103-121-1%$10.7M$8.5M-$2.2M2026-10-28
University of Texas S AM Investment Management Co
DECREASED8,9779,000-230%$10.6M$8.5M-$2.0M2026-11-03
Y.D. More Investments Ltd
INCREASED8,9138,504+409+5%$3.9M$8.5M+$4.6M2026-11-02
Prospera Financial Services Inc
DECREASED8,90712,403-3,496-28%$14.6M$7.6M-$6.9M2026-11-04
J. Safra Sarasin Holding AG
DECREASED8,90710,886-1,979-18%$9.3M$8.0M-$1.3M2026-10-26
BNC Wealth Management, LLC
INCREASED8,8408,751+89+1%$10.3M$8.4M-$1.9M2026-10-19
Tandem Capital Management Corp
DECREASED8,7538,931-178-2%$10.5M$8.3M-$2.2M2026-10-22
Family Legacy, Inc.
INCREASED8,7148,622+92+1%$10.1M$8.3M-$1.8M2026-10-13
Ritholtz Wealth Management
INCREASED8,6338,522+111+1%$10.0M$8.2M-$1.8M2026-11-05
Geneva Partners, LLC
DECREASED8,5419,895-1,354-14%$11.6M$8.1M-$3.5M2026-10-26
StoneX Group Inc.
DECREASED8,5358,614-79-1%$10.1M$8.1M-$2.0M2026-11-03
Glynn Capital Management LLC
DECREASED8,5138,662-149-2%$10.2M$8.1M-$2.1M2026-10-07
Brighton Jones LLC
DECREASED8,4558,565-110-1%$10.1M$8.0M-$2.0M2026-11-03
Quadrant Capital Group LLC
DECREASED8,4168,903-487-5%$10.5M$8.5M-$2.0M2026-10-20
Allen Operations LLC
UNCHANGED8,3878,38700%$9.9M$8.0M-$1.9M2026-11-03
Dynamic Advisor Solutions LLC
DECREASED8,3658,366-10%$9.8M$8.0M-$1.9M2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED8,2942,598+5,696+219%$3.1M$7.9M+$4.8M2026-10-22
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED8,2768,916-640-7%$10.5M$7.9M-$2.6M2026-10-21
MassMutual Private Wealth & Trust, FSB
INCREASED8,2451,170+7,075+605%$1.4M$7.8M+$6.5M2026-10-05
North Dakota State Investment Board
INCREASED8,2417,931+310+4%$9.3M$7.8M-$1.5M2026-10-27
Cohen Klingenstein LLC
UNCHANGED8,1988,19800%$9.6M$7.8M-$1.8M2026-10-15
Kercheville Advisors, LLC
INCREASED8,1758,130+45+1%$9.6M$7.8M-$1.8M2026-10-19
VestGen Advisors, LLC
DECREASED8,1469,562-1,416-15%$11.2M$7.7M-$3.5M2026-10-27
Spire Wealth Management
INCREASED8,0457,508+537+7%$8.8M$7.6M-$1.2M2026-10-30
Essex Investment Management Co LLC
DECREASED7,9788,283-305-4%$9.7M$7.6M-$2.1M2026-10-19
J.P. Marvel Investment Advisors, LLC
DECREASED7,9567,961-50%$9.4M$7.6M-$1.8M2026-11-02
Central Trust Co
DECREASED7,8278,056-229-3%$9.5M$7.4M-$2.0M2026-11-05
Perigon Wealth Management, LLC
DECREASED7,7958,057-262-3%$9.5M$7.4M-$2.1M2026-10-22
B. Riley Wealth Advisors, Inc.
DECREASED7,7918,776-985-11%$9.7M$7.4M-$2.3M2026-10-13
Americana Partners, LLC
INCREASED7,7346,601+1,133+17%$7.8M$7.4M-$404.2K2026-10-28
Davidson Capital Management Inc.
INCREASED7,6097,531+78+1%$8.8M$7.2M-$1.6M2026-10-15
Ascent Wealth Partners, LLC
DECREASED7,47710,652-3,175-30%$12.5M$7.1M-$5.4M2026-10-23
Signaturefd, LLC
INCREASED7,3416,854+487+7%$8.1M$7.0M-$1.1M2026-10-23
Spirit of America Management Corp
INCREASED7,2807,030+250+4%$8.3M$6.9M-$1.3M2026-10-14
BigSur Wealth Management LLC
INCREASED7,1866,283+903+14%$7.4M$6.8M-$554.6K2026-10-13
DSG Capital Advisors, LLC
INCREASED7,1836,215+968+16%$6.6M$6.8M+$202.1K2026-11-05
Gateway Investment Advisers LLC
DECREASED7,14335,853-28,710-80%$42.1M$6.8M-$35.3M2026-10-13
Kessler Investment Group, LLC
DECREASED7,1427,726-584-8%$9.1M$6.8M-$2.3M2026-10-08
PFG Advisors
INCREASED7,1187,052+66+1%$8.3M$6.8M-$1.5M2026-10-16
Riggs Asset Managment Co. Inc.
INCREASED7,1127,065+47+1%$8.3M$6.8M-$1.5M2026-11-05
Griffin Asset Management, Inc.
DECREASED7,0897,320-231-3%$8.6M$6.7M-$1.9M2026-10-22
Summit Place Financial Advisors, LLC
DECREASED7,0327,669-637-8%$9.0M$6.7M-$2.3M2026-10-23
First Citizens Bank & Trust Co
INCREASED7,0213,203+3,818+119%$3.8M$6.7M+$2.9M2026-10-14
Cypress Asset Management Inc
INCREASED7,0026,967+35+1%$8.2M$6.7M-$1.5M2026-10-09
Chesley Taft & Associates LLC
INCREASED6,9596,864+95+1%$8.1M$6.6M-$1.4M2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED6,9227,713-791-10%$9.1M$6.6M-$2.5M2026-11-05
Securian Asset Management, Inc
DECREASED6,9137,141-228-3%$7.6M$6.6M-$983.3K2026-11-06
Mitchell Capital Management Co
DECREASED6,8767,105-229-3%$8.3M$6.5M-$1.8M2026-10-29
Capital Investment Advisors, LLC
INCREASED6,8386,693+145+2%$7.9M$6.5M-$1.4M2026-10-22
New England Research & Management, Inc.
INCREASED6,7606,497+263+4%$7.6M$6.4M-$1.2M2026-10-16
Genoa Capital Gestora de Recursos Ltda.
NEW6,717—+6,717——$6.4M—2026-10-20
Sterling Capital Management LLC
DECREASED6,6917,143-452-6%$8.4M$6.4M-$2.0M2026-10-22
Elite Wealth Management, Inc.
INCREASED6,6413,088+3,553+115%$3.6M$6.3M+$2.7M2026-11-03
Linden Thomas Advisory Services, LLC
INCREASED6,4455,896+549+9%$6.9M$6.1M-$801.1K2026-10-19
IFP Advisors, Inc
DECREASED6,3856,840-455-7%$8.0M$6.1M-$2.0M2026-10-16
Patten & Patten Inc
DECREASED6,3746,392-180%$7.5M$6.1M-$1.5M2026-10-26
FFG Partners, LLC
INCREASED6,3614,967+1,394+28%$5.8M$6.0M+$210.1K2026-10-15
Mendel Money Management
DECREASED6,3406,392-52-1%$7.5M$6.0M-$1.5M2026-11-02
Portfolio Design Labs, LLC
INCREASED6,3116,217+94+2%$7.3M$6.0M-$1.3M2026-11-04
Alps Advisors Inc
INCREASED6,2675,444+823+15%$6.4M$6.0M-$439.2K2026-11-03
Krilogy Financial LLC
INCREASED6,2616,257+4+0%$7.4M$6.2M-$1.1M2026-10-13
HCR Wealth Advisors
INCREASED6,1645,793+371+6%$6.8M$5.9M-$947.1K2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED6,1186,477-359-6%$7.6M$5.8M-$1.8M2026-10-23
Sigma Planning Corp
INCREASED6,1135,248+865+16%$6.2M$5.8M-$365.7K2026-10-23
CoreCap Advisors, LLC
DECREASED6,1026,517-415-6%$7.7M$5.8M-$1.9M2026-10-08
International Assets Investment Management, LLC
INCREASED6,0785,913+165+3%$6.7M$6.0M-$705.7K2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED6,0525,542+510+9%$6.0M$6.0M+$89.0K2026-10-13
Family Capital Trust Co
DECREASED6,0526,055-30%$7.1M$5.8M-$1.4M2026-10-22
Settian Capital LP
UNCHANGED6,0006,00000%$7.0M$5.7M-$1.3M2026-11-06
Y-Intercept (Hong Kong) Ltd
NEW5,987—+5,987——$5.7M—2026-10-16
Fideuram Asset Management (Ireland) dac
INCREASED5,9865,197+789+15%$5.1M$5.9M+$740.3K2026-10-29
Fulcrum Asset Management LLP
DECREASED5,9398,624-2,685-31%$9.5M$5.7M-$3.8M2026-11-04
Praxis Investment Management Inc
DECREASED5,9006,313-413-7%$7.4M$5.6M-$1.8M2026-11-03
Great Lakes Advisors, LLC
DECREASED5,8617,430-1,569-21%$8.7M$5.6M-$3.2M2026-11-06
Sagespring Wealth Partners, LLC
INCREASED5,8525,677+175+3%$6.7M$5.6M-$1.1M2026-10-22
SteelPeak Wealth, LLC
INCREASED5,8495,606+243+4%$6.6M$5.6M-$1.0M2026-10-16
Thompson Investment Management, Inc.
UNCHANGED5,8345,83400%$6.9M$5.5M-$1.3M2026-10-14
Avanza Fonder AB
INCREASED5,8275,412+415+8%$6.4M$5.5M-$819.8K2026-10-13
Terra Nova Asset Management LLC
DECREASED5,8076,646-839-13%$7.8M$5.5M-$2.3M2026-10-13
Jackson Square Capital, LLC
DECREASED5,7369,388-3,652-39%$11.0M$5.5M-$5.6M2026-10-19
Clifford Swan Investment Counsel LLC
INCREASED5,7305,594+136+2%$6.6M$5.4M-$1.1M2026-11-05
OMC Financial Services LTD
DECREASED5,7205,821-101-2%$6.8M$5.4M-$1.4M2026-10-19
Hoertkorn Richard Charles
UNCHANGED5,6915,69100%$6.7M$5.4M-$1.3M2026-11-04
Massachusetts Wealth Management
DECREASED5,6856,115-430-7%$7.2M$5.4M-$1.8M2026-10-21
Sendero Wealth Management, LLC
DECREASED5,6666,125-459-7%$7.2M$5.4M-$1.8M2026-10-14
Nvwm, LLC
DECREASED5,6595,735-76-1%$6.7M$5.4M-$1.4M2026-10-14
Valeo Financial Advisors, LLC
INCREASED5,6345,496+138+3%$6.5M$5.4M-$1.1M2026-10-08
Kingswood Wealth Advisors, LLC
INCREASED5,6214,926+695+14%$5.8M$5.3M-$444.5K2026-10-23
Nfsg Corp
DECREASED5,6036,089-486-8%$7.2M$5.3M-$1.8M2026-10-15
YHB Investment Advisors, Inc.
INCREASED5,5745,392+182+3%$6.3M$5.3M-$1.0M2026-10-08
SBI Securities Co., Ltd.
INCREASED5,5435,421+122+2%$6.4M$5.3M-$1.1M2026-10-22
Douglas Lane & Associates, LLC
DECREASED5,5356,439-904-14%$7.6M$5.3M-$2.3M2026-10-09
Greenleaf Trust
DECREASED5,4925,663-171-3%$6.7M$5.2M-$1.4M2026-10-29
WD Rutherford LLC
DECREASED5,4455,661-216-4%$6.7M$5.2M-$1.5M2026-10-26
Benin Management Corp
DECREASED5,3945,463-69-1%$6.4M$5.1M-$1.3M2026-10-22
CMG Global Holdings, LLC
INCREASED5,3685,088+280+6%$6.0M$5.1M-$875.5K2026-10-14
Hardy Reed LLC
INCREASED5,3285,305+23+0%$6.2M$5.1M-$1.2M2026-11-06
Frank, Rimerman Advisors LLC
INCREASED5,3175,287+30+1%$6.2M$5.1M-$1.2M2026-10-16
Merrion Investment Management Co, LLC
DECREASED5,3075,402-95-2%$6.3M$5.0M-$1.3M2026-10-16
WealthPlan Investment Management, LLC
DECREASED5,3025,531-229-4%$6.5M$5.0M-$1.5M2026-10-15
Glenview Trust Co
INCREASED5,2654,861+404+8%$5.7M$5.0M-$706.7K2026-10-28
Axxcess Wealth Management, LLC
DECREASED5,2286,427-1,199-19%$7.6M$5.0M-$2.6M2026-10-21
Level Four Advisory Services, LLC
DECREASED5,2125,725-513-9%$6.7M$5.0M-$1.8M2026-11-06
Avior Wealth Management, LLC
INCREASED5,2104,983+227+5%$5.9M$5.0M-$902.1K2026-10-13
True North Advisors, LLC
DECREASED5,2015,276-75-1%$6.2M$4.9M-$1.3M2026-10-22
Highland Capital Management, LLC
DECREASED5,13212,836-7,704-60%$15.1M$4.9M-$10.2M2026-10-26
Wespac Advisors SoCal, LLC
DECREASED5,1255,151-260%$6.1M$4.9M-$1.2M2026-10-13
Grandfield & Dodd, LLC
INCREASED5,1244,732+392+8%$5.6M$4.9M-$689.1K2026-10-29
HBK Sorce Advisory LLC
INCREASED5,1035,085+18+0%$5.2M$3.9M-$1.2M2026-11-06
NovaPoint Capital, LLC
DECREASED5,0935,410-317-6%$6.4M$4.8M-$1.5M2026-10-22
Everhart Financial Group, Inc.
DECREASED5,0555,097-42-1%$6.0M$4.8M-$1.2M2026-10-08
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED5,0304,998+32+1%$5.9M$4.8M-$1.1M2026-10-13
Cacti Asset Management LLC
UNCHANGED5,0205,02000%$5.9M$4.8M-$1.1M2026-10-01
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,0184,883+135+3%$5.7M$4.8M-$966.9K2026-10-27
S-Bank Fund Management Ltd
INCREASED5,0003,000+2,000+67%$3.5M$4.8M+$1.2M2026-11-06
Global Financial Private Client, LLC
DECREASED4,9975,596-599-11%$6.6M$4.7M-$1.8M2026-10-15
Meiji Yasuda America Inc
INCREASED4,9524,036+916+23%$4.7M$4.7M-$34.9K2026-10-22
Tritonpoint Wealth, LLC
DECREASED4,9245,244-320-6%$6.2M$4.7M-$1.5M2026-10-19
Natixis
DECREASED4,87524,705-19,830-80%$29.0M$4.6M-$24.4M2026-11-06
Deane Retirement Strategies, Inc.
NEW4,852—+4,852——$4.6M—2026-10-09
Oak Harvest Investment Services
INCREASED4,8474,769+78+2%$5.6M$4.6M-$996.3K2026-10-20
Sowell Financial Services LLC
DECREASED4,8454,884-39-1%$5.7M$4.6M-$1.1M2026-10-23
Wealthcare Advisory Partners LLC
INCREASED4,8333,154+1,679+53%$3.7M$4.6M+$888.3K2026-10-21
V-Square Quantitative Management LLC
INCREASED4,8284,675+153+3%$5.5M$4.6M-$903.5K2026-10-15
SFE Investment Counsel
INCREASED4,7864,675+111+2%$5.5M$4.5M-$943.4K2026-10-29
AIA Group Ltd
INCREASED4,7793,704+1,075+29%$4.4M$4.5M+$190.7K2026-10-30
Virtue Capital Management, LLC
INCREASED4,7624,598+164+4%$5.4M$4.5M-$875.8K2026-10-29
TD Private Client Wealth LLC
DECREASED4,7395,090-351-7%$6.0M$4.5M-$1.5M2026-10-28
CWA Asset Management Group, LLC
INCREASED4,7074,454+253+6%$5.2M$4.5M-$758.9K2026-10-19
Grimes & Co Wealth Management, LLC
DECREASED4,7045,656-952-17%$6.6M$4.5M-$2.2M2026-10-29
IPG Investment Advisors LLC
DECREASED4,6755,889-1,214-21%$6.9M$4.4M-$2.5M2026-10-30
Heritage Investors Management Corp
DECREASED4,6435,153-510-10%$6.1M$4.4M-$1.6M2026-10-29
Pavion Blue Capital, LLC
DECREASED4,6324,645-130%$5.5M$4.4M-$1.1M2026-11-05
Kingsman Wealth Management, Inc.
INCREASED4,6104,530+80+2%$5.3M$4.4M-$940.3K2026-10-13
Uncommon Cents Investing Inc
DECREASED4,5644,623-59-1%$5.4M$4.3M-$1.1M2026-10-20
Norden Group LLC
INCREASED4,5434,350+193+4%$5.1M$4.3M-$792.3K2026-10-20
Axxion S.A.
DECREASED4,5194,669-150-3%$5.5M$4.3M-$1.2M2026-10-22
Twin Peaks Capital Ltd
UNCHANGED4,5134,51300%$5.3M$4.3M-$1.0M2026-11-03
Flagship Harbor Advisors, LLC
INCREASED4,4774,107+370+9%$4.8M$4.3M-$570.2K2026-10-26
King Luther Capital Management Corp
INCREASED4,4704,400+70+2%$5.2M$4.2M-$920.7K2026-11-05
Kampmann Melissa S.
INCREASED4,4584,437+21+0%$5.2M$4.2M-$975.6K2026-10-28
Beese Fulmer Investment Management, Inc.
DECREASED4,4044,783-379-8%$5.6M$4.2M-$1.4M2026-10-23
Triasima Portfolio Management inc.
DECREASED4,3936,302-1,909-30%$7.4M$4.2M-$3.2M2026-10-15
Mill Capital Management, LLC
UNCHANGED4,3864,38600%$5.2M$4.2M-$984.1K2026-10-26
Mesirow Financial Investment Management, Inc.
DECREASED4,3604,384-24-1%$5.2M$4.1M-$1.0M2026-11-05
Harbor Capital Advisors, Inc.
INCREASED4,3484,170+178+4%$4.9M$4.1M-$766.0K2026-10-22
Consolidated Investment Group LLC
INCREASED4,3003,600+700+19%$4.2M$4.1M-$142.4K2026-11-04
SeaCrest Wealth Management, LLC
DECREASED4,2914,401-110-2%$5.2M$4.1M-$1.1M2026-10-21
ZWJ Investment Counsel Inc
INCREASED4,2884,192+96+2%$4.9M$4.1M-$849.3K2026-10-15
WoodTrust Financial Corp
DECREASED4,2534,259-60%$5.0M$4.0M-$961.0K2026-10-09
Lanark Financial, Inc.
INCREASED4,2454,154+91+2%$4.9M$4.0M-$846.4K2026-10-26
Compound Planning, Inc.
DECREASED4,2167,471-3,255-44%$8.8M$4.0M-$4.8M2026-11-05
Aaron Wealth Advisors LLC
INCREASED4,1793,562+617+17%$4.2M$4.0M-$212.7K2026-10-13
Knights of Columbus Asset Advisors LLC
DECREASED4,1634,282-119-3%$5.0M$4.0M-$1.1M2026-11-05
Xcel Wealth Management, LLC
DECREASED4,0804,116-36-1%$4.8M$3.9M-$957.7K2026-10-26
Compass Financial Management LLC
DECREASED4,0396,689-2,650-40%$6.8M$3.8M-$3.0M2026-10-30
Tableaux LLC
INCREASED4,0374,018+19+0%$4.7M$3.8M-$883.5K2026-10-23
Courier Capital LLC
DECREASED4,0304,175-145-3%$4.9M$3.8M-$1.1M2026-10-19
Hedeker Wealth, LLC
DECREASED4,0244,230-206-5%$5.0M$3.8M-$1.1M2026-10-23
Yarbrough Capital, LLC
UNCHANGED3,9973,99700%$4.7M$3.8M-$896.8K2026-10-19
Quadrant Private Wealth Management, LLC
DECREASED3,9964,042-46-1%$4.8M$3.8M-$952.5K2026-11-04
Old North State Wealth Management, LLC
INCREASED3,9813,657+324+9%$4.3M$3.8M-$512.9K2026-10-22
Fractal Investments LLC
UNCHANGED3,9493,94900%$4.6M$3.8M-$886.0K2026-10-28
Aljian Capital Management, LLC
INCREASED3,9403,929+11+0%$4.6M$3.7M-$872.0K2026-10-28
Fortem Financial Group, LLC
INCREASED3,9153,827+88+2%$4.5M$3.7M-$775.0K2026-10-20
Nichols & Pratt Advisers LLP
INCREASED3,8943,830+64+2%$4.5M$3.8M-$654.6K2026-10-13
TritonPoint Partners, LLC
DECREASED3,8806,464-2,584-40%$7.6M$3.7M-$3.9M2026-11-05
Quadcap Wealth Management, LLC
DECREASED3,8783,892-140%$4.6M$3.7M-$887.5K2026-11-02
Herbst Group, LLC
DECREASED3,8755,050-1,175-23%$5.9M$3.7M-$2.2M2026-10-20
Cornerstone Wealth Management, LLC
INCREASED3,8683,462+406+12%$4.1M$3.7M-$390.5K2026-11-04
Integrated Financial Solutions, Inc.
INCREASED3,8113,620+191+5%$4.3M$3.6M-$630.7K2026-10-09
Secure Asset Management, LLC
INCREASED3,7713,719+52+1%$4.4M$3.6M-$784.9K2026-10-19
Guyasuta Investment Advisors Inc
INCREASED3,7603,748+12+0%$4.4M$3.6M-$829.5K2026-10-15
Voisard Asset Management Group, Inc.
INCREASED3,7513,726+25+1%$4.4M$3.6M-$812.2K2026-10-13
Narwhal Capital Management
NEW3,744—+3,744——$3.6M—2026-11-04
Koshinski Asset Management, Inc.
INCREASED3,7393,710+29+1%$4.4M$3.6M-$805.1K2026-10-29
Valmark Advisers, Inc.
INCREASED3,7153,302+413+13%$3.9M$3.5M-$348.2K2026-11-06
Purus Wealth Management, LLC
INCREASED3,6983,697+1+0%$4.3M$3.5M-$828.2K2026-10-15
Washburn Capital Management, Inc.
DECREASED3,6963,812-116-3%$4.5M$3.5M-$965.5K2026-10-19
Gables Capital Management Inc.
DECREASED3,6903,700-100%$4.3M$3.5M-$839.7K2026-11-04
Viewpoint Capital Management LLC
INCREASED3,6873,468+219+6%$4.1M$3.5M-$570.4K2026-10-27
Parthenon LLC
DECREASED3,6863,732-46-1%$4.4M$3.5M-$881.1K2026-10-22
Resonant Capital Advisors, LLC
INCREASED3,6721,483+2,189+148%$1.7M$3.5M+$1.7M2026-10-15
Eastern Bank
INCREASED3,6703,340+330+10%$3.9M$3.5M-$435.7K2026-10-05
Burford Brothers, Inc.
DECREASED3,6483,893-245-6%$4.6M$3.5M-$1.1M2026-10-21
Baker Avenue Asset Management, LP
INCREASED3,6423,475+167+5%$4.1M$3.5M-$620.2K2026-11-06
Evergreen Capital Management LLC
DECREASED3,6323,640-80%$4.3M$3.5M-$826.1K2026-10-23
Symphony Financial, Ltd. Co.
INCREASED3,6311,661+1,970+119%$1.9M$3.5M+$1.6M2026-10-22
Fulton Bank, N.A.
INCREASED3,6223,511+111+3%$4.1M$3.4M-$682.3K2026-10-14
Sovran Advisors, LLC
INCREASED3,6023,318+284+9%$3.1M$3.2M+$67.9K2026-11-02
180 Wealth Advisors, LLC
INCREASED3,6003,555+45+1%$4.2M$3.4M-$754.9K2026-11-03
M Holdings Securities, Inc.
NEW3,598—+3,598——$3.3K—2026-11-03
Verdence Capital Advisors LLC
INCREASED3,5703,371+199+6%$4.0M$3.4M-$566.8K2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
DECREASED3,5623,622-60-2%$4.3M$3.4M-$869.7K2026-10-15
Millennium Capital Advisors, LLC
DECREASED3,5463,552-60%$4.2M$3.4M-$802.7K2026-10-16
Cornerstone Enterprises, LLC
DECREASED3,5296,088-2,559-42%$7.2M$3.4M-$3.8M2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED3,5283,470+58+2%$4.1M$3.4M-$718.0K2026-10-14
BG Investment Services, LLC
NEW3,522—+3,522——$3.3M—2026-10-23
GAM Holding AG
DECREASED3,4694,144-675-16%$4.9M$3.3M-$1.6M2026-11-03
Mission Wealth Management, LP
DECREASED3,4646,990-3,526-50%$8.2M$3.3M-$4.9M2026-10-15
Advisors Management Group Inc
INCREASED3,4583,352+106+3%$3.9M$3.3M-$652.0K2026-11-05
Bailard, Inc.
INCREASED3,4511,498+1,953+130%$1.8M$3.3M+$1.5M2026-10-13
Eagle Strategies LLC
DECREASED3,4363,452-160%$4.1M$3.3M-$789.1K2026-10-16
Plimoth Trust Co LLC
DECREASED3,4273,495-68-2%$4.1M$3.3M-$848.8K2026-10-26
Long Road Investment Counsel, LLC
DECREASED3,4263,569-143-4%$4.2M$3.3M-$936.8K2026-11-04
Paragon Advisors, LLC
INCREASED3,3772,424+953+39%$2.8M$3.2M+$361.9K2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED3,3513,448-97-3%$4.1M$3.2M-$865.8K2026-10-13
Angeles Wealth Management, LLC
DECREASED3,3443,573-229-6%$4.2M$3.2M-$1.0M2026-10-26
PVG Asset Management Corp
DECREASED3,3423,579-237-7%$4.2M$3.2M-$1.0M2026-10-19
Bfsg, LLC
INCREASED3,3243,001+323+11%$3.5M$3.2M-$366.3K2026-10-30
Harbor Investment Advisory, LLC
INCREASED3,3202,794+526+19%$3.3M$3.2M-$126.8K2026-10-13
Left Brain Wealth Management, LLC
INCREASED3,2953,191+104+3%$3.7M$3.1M-$617.1K2026-10-28
Clear Creek Financial Management, LLC
INCREASED3,2902,984+306+10%$3.5M$3.1M-$379.4K2026-10-28
Acumen Wealth Advisors, LLC
DECREASED3,2853,550-265-7%$4.2M$3.1M-$1.1M2026-11-05
Gryphon Financial Partners LLC
INCREASED3,2813,133+148+5%$3.7M$3.1M-$562.2K2026-11-04
Bosman Wealth Management, LLC
DECREASED3,2724,298-1,026-24%$5.0M$3.1M-$1.9M2026-10-28
Central Pacific Bank - Trust Division
DECREASED3,2643,796-532-14%$4.5M$3.1M-$1.4M2026-10-06
Azzad Asset Management Inc
INCREASED3,2433,217+26+1%$3.8M$3.1M-$696.7K2026-11-04
EverSource Wealth Advisors, LLC
DECREASED3,2343,242-80%$3.8M$3.1M-$734.8K2026-11-04
Vigilare Wealth Management
DECREASED3,2313,495-264-8%$4.1M$3.1M-$1.0M2026-10-29
Orrstown Financial Services Inc
INCREASED3,2213,112+109+4%$3.7M$3.1M-$594.6K2026-10-14
Calamos Wealth Management LLC
INCREASED3,2123,102+110+4%$3.6M$3.1M-$591.7K2026-11-02
Leonteq Securities AG
INCREASED3,1501,915+1,235+64%$2.2M$3.0M+$744.2K2026-10-29
Meridian Investment Counsel Inc.
INCREASED3,1413,115+26+1%$3.7M$3.0M-$674.2K2026-10-14
Altfest L J & Co Inc
DECREASED3,1154,900-1,785-36%$5.8M$3.0M-$2.8M2026-10-27
Taylor Frigon Capital Management LLC
DECREASED3,0943,147-53-2%$3.7M$2.9M-$756.5K2026-10-23
Convergence Financial, LLC
DECREASED3,0826,369-3,287-52%$7.5M$2.9M-$4.6M2026-10-27
Parisi Gray Wealth Management
INCREASED3,0672,947+120+4%$3.5M$2.9M-$547.0K2026-10-16
Sterling Investment Counsel, LLC
INCREASED3,0553,036+19+1%$3.6M$2.9M-$663.1K2026-10-19
Confluence Wealth Services, Inc.
DECREASED3,0414,067-1,026-25%$4.8M$2.9M-$1.9M2026-11-05
Strategic Blueprint, LLC
DECREASED3,0113,018-70%$3.5M$2.9M-$683.7K2026-10-22
Strategy Asset Managers LLC
INCREASED2,9982,961+37+1%$3.5M$2.8M-$629.6K2026-10-14
Trust Co of Vermont
INCREASED2,9762,690+286+11%$3.2M$2.8M-$331.7K2026-10-21
Klingman & Associates, LLC
INCREASED2,9712,608+363+14%$3.1M$2.8M-$240.1K2026-10-20
Busey Bank
INCREASED2,9462,933+13+0%$3.4M$2.8M-$645.7K2026-10-26
John G Ullman & Associates Inc
DECREASED2,9273,197-270-8%$3.8M$2.8M-$973.9K2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED2,9152,896+19+1%$3.4M$2.8M-$631.7K2026-10-05
Vivid Wealth Management, LLC
DECREASED2,9122,956-44-1%$3.5M$2.8M-$705.1K2026-10-27
HBW Advisory Services LLC
DECREASED2,9073,670-763-21%$4.3M$2.8M-$1.5M2026-10-15
Perpetual Ltd
DECREASED2,89827,140-24,242-89%$31.9M$2.8M-$29.1M2026-10-13
Fairfield Financial Advisors, LTD
INCREASED2,8962,342+554+24%$2.8M$2.8M+$5472026-10-14
Chicago Trust Co NA
INCREASED2,8562,295+561+24%$2.7M$2.7M+$18.3K2026-10-28
Patten Group, Inc.
DECREASED2,8524,182-1,330-32%$4.9M$2.7M-$2.2M2026-10-26
Patton Fund Management, Inc.
DECREASED2,8474,141-1,294-31%$4.9M$2.7M-$2.2M2026-10-13
Creative Financial Designs Inc
INCREASED2,8192,579+240+9%$3.0M$2.7M-$351.2K2026-11-04
Apella Capital, LLC
INCREASED2,7951,870+925+49%$2.0M$2.8M+$773.0K2026-10-08
Physicians Financial Services, Inc.
INCREASED2,7932,678+115+4%$3.1M$2.7M-$491.0K2026-11-04
Jamison Private Wealth Management, Inc.
INCREASED2,7792,217+562+25%$2.6M$2.6M+$37.5K2026-10-14
Parkside Financial Bank & Trust
INCREASED2,7542,694+60+2%$3.2M$2.6M-$547.4K2026-10-27
Timothy G. Youngquist 2020 Irrevocable Trust
INCREASED2,7511,996+755+38%$2.3M$2.6M+$269.8K2026-10-13
Salem Investment Counselors Inc
INCREASED2,7472,739+8+0%$3.2M$2.6M-$608.3K2026-10-13
Essex LLC
DECREASED2,7392,748-90%$3.2M$2.6M-$625.1K2026-10-14
Principle Wealth Partners LLC
INCREASED2,7292,572+157+6%$3.0M$2.6M-$427.5K2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED2,7122,657+55+2%$3.1M$2.6M-$543.9K2026-10-21
Altman Advisors, Inc.
INCREASED2,7072,690+17+1%$3.2M$2.6M-$587.4K2026-11-05
Ascentis Independent Advisors
INCREASED2,66311+2,652+24109%$12.9K$2.5M+$2.5M2026-11-03
Guardian Investment Management
UNCHANGED2,6632,66300%$3.1M$2.5M-$597.3K2026-10-23
Focused Wealth Management, Inc
DECREASED2,6612,701-40-1%$3.2M$2.5M-$643.9K2026-10-30
NWF Advisory Services Inc.
INCREASED2,6442,391+253+11%$2.8M$2.5M-$296.2K2026-10-19
Harold Davidson & Associates Inc.
NEW2,640—+2,640——$2.5M—2026-10-29
Roman Butler Fullerton & Co
DECREASED2,6362,979-343-12%$3.1M$2.4M-$711.0K2026-10-27
Washington Trust Co
INCREASED2,6312,436+195+8%$2.9M$2.5M-$361.2K2026-10-22
Slow Capital, Inc.
INCREASED2,6302,414+216+9%$2.8M$2.5M-$336.5K2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED2,6161,110+1,506+136%$1.3M$2.5M+$1.2M2026-10-13
Matisse Capital
UNCHANGED2,6132,61300%$3.1M$2.5M-$586.3K2026-10-29
Avestar Capital, LLC
DECREASED2,6022,670-68-3%$3.1M$2.5M-$663.3K2026-10-28
Armstrong Henry H Associates Inc
UNCHANGED2,6002,60000%$3.1M$2.5M-$583.4K2026-10-07
Retirement Guys Formula LLC
INCREASED2,5922,407+185+8%$2.8M$2.5M-$365.0K2026-10-26
Oakmont Investment Advisors, Inc.
INCREASED2,5882,443+145+6%$2.9M$2.5M-$410.3K2026-10-21
Philadelphia Trust Co
UNCHANGED2,5862,58600%$3.0M$2.5M-$580.0K2026-11-05
Versant Capital Management, Inc
INCREASED2,5782,522+56+2%$3.0M$2.5M-$512.5K2026-10-02
Sky Investment Group LLC
INCREASED2,5572,430+127+5%$2.9M$2.4M-$424.4K2026-10-30
Formuepleje A/S
INCREASED2,5561,685+871+52%$2.0M$2.4M+$449.8K2026-10-15
Deltec Asset Management LLC
UNCHANGED2,5502,55000%$3.0M$2.4M-$572.1K2026-10-26
MCF Advisors LLC
DECREASED2,5362,649-113-4%$3.1M$2.4M-$703.4K2026-10-28
Melfa Wealth Management, Inc.
DECREASED2,5312,548-17-1%$3.0M$2.4M-$587.9K2026-11-06
Cigna Investments Inc
DECREASED2,5242,552-28-1%$3.0M$2.4M-$599.0K2026-10-19
Nations Financial Group Inc,
DECREASED2,5074,196-1,689-40%$4.9M$2.4M-$2.5M2026-11-05
SAX Wealth Advisors, LLC
INCREASED2,5051,251+1,254+100%$1.1M$2.4M+$1.3M2026-10-13
Weinberger Asset Management, Inc
INCREASED2,5012,499+2+0%$2.5M$2.4M-$97.6K2026-10-28
LFG Wealth Partners, LLC
INCREASED2,4882,382+106+4%$2.8M$2.4M-$434.0K2026-10-28
Stanley-Laman Group, Ltd.
INCREASED2,4882,484+4+0%$2.9M$2.4M-$553.5K2026-10-20
Rhodes Investment Advisors Inc
DECREASED2,4652,473-80%$2.9M$2.3M-$562.5K2026-10-07
Guardian Asset Advisors, LLC
DECREASED2,4602,492-32-1%$2.9M$2.3M-$589.6K2026-10-16
Indivisible Partners
INCREASED2,4581,025+1,433+140%$1.2M$2.3M+$1.1M2026-10-26
Atlas Brown,Inc.
DECREASED2,4522,457-50%$2.9M$2.3M-$556.5K2026-10-09
FSM Wealth Advisors, LLC
DECREASED2,4502,563-113-4%$3.0M$2.4M-$563.5K2026-10-27
PW Nova Financial Services LLC
DECREASED2,4472,792-345-12%$3.3M$2.3M-$954.4K2026-10-15
Joel Isaacson & Co., LLC
INCREASED2,4442,349+95+4%$2.8M$2.3M-$436.7K2026-11-05
Profund Advisors LLC
DECREASED2,4112,776-365-13%$3.3M$2.3M-$969.8K2026-10-29
Catalyst Financial Partners LLC
INCREASED2,4112,399+12+1%$2.8M$2.3M-$526.9K2026-11-06
Global Assets Advisory, LLC
DECREASED2,4052,461-56-2%$2.8M$2.4M-$415.9K2026-10-28
KCM Investment Advisors LLC
INCREASED2,3921,551+841+54%$1.8M$2.3M+$451.5K2026-10-27
Golden State Wealth Management, LLC
INCREASED2,3912,356+35+1%$2.8M$2.3M-$495.5K2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED2,3832,576-193-7%$3.0M$2.3M-$760.7K2026-11-03
Moody National Bank Trust Division
DECREASED2,3813,270-889-27%$3.8M$2.3M-$1.6M2026-10-06
Verus Capital Partners, LLC
INCREASED2,3792,089+290+14%$2.5M$2.3M-$192.3K2026-11-03
Equitable Trust Co
DECREASED2,3712,389-18-1%$2.8M$2.3M-$553.1K2026-10-13
Grandview Asset Management LLC
DECREASED2,3702,922-552-19%$3.5M$2.3M-$1.2M2026-10-19
Chung Wu Investment Group, LLC
DECREASED2,3612,451-90-4%$2.9M$2.2M-$635.5K2026-11-03
Consilium Wealth Advisory, LLC
DECREASED2,3602,665-305-11%$3.1M$2.2M-$888.7K2026-10-14
Rockline Wealth Management, LLC
NEW2,357—+2,357——$2.2M—2026-10-26
Fiduciary Alliance LLC
DECREASED2,3522,428-76-3%$2.9M$2.2M-$617.1K2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED2,3452,397-52-2%$2.8M$2.2M-$587.5K2026-10-14
Processus Wealth & Capital Management, LLC
INCREASED2,3422,297+45+2%$2.7M$2.2M-$472.6K2026-10-16
Woodard & Co Asset Management Group Inc
NEW2,341—+2,341——$2.2M—2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,3402,34000%$2.7M$2.2M-$525.0K2026-10-23
Modera Wealth Management, LLC
INCREASED2,3392,279+60+3%$2.7M$2.2M-$453.6K2026-10-28
Oak Thistle LLC
NEW2,338—+2,338——$2.2M—2026-10-21
Blue Trust, Inc.
DECREASED2,3373,150-813-26%$3.7M$2.2M-$1.5M2026-10-15
Wincap Financial LLC
INCREASED2,3362,212+124+6%$2.6M$2.2M-$378.5K2026-10-20
Cadent Capital Advisors, LLC
INCREASED2,3322,140+192+9%$2.5M$2.2M-$297.6K2026-10-09
Guidance Capital, Inc
DECREASED2,3222,335-13-1%$2.4M$2.0M-$417.4K2026-11-03
71 West Capital Partners
INCREASED2,3092,231+78+4%$2.6M$2.2M-$426.4K2026-11-04
Wellington Shields Capital Management, LLC
DECREASED2,3005,434-3,134-58%$6.4M$2.2M-$4.2M2026-11-03
Wellington Shields & Co., LLC
DECREASED2,3003,214-914-28%$3.8M$2.2M-$1.6M2026-11-03
Capital Management Associates
UNCHANGED2,3002,30000%$2.7M$2.2M-$516.1K2026-11-03
Knuff & Co LLC
UNCHANGED2,2832,28300%$2.7M$2.2M-$512.2K2026-11-06
Silverleafe Capital Partners, LLC
DECREASED2,2782,441-163-7%$2.9M$2.2M-$702.6K2026-10-02
Slocum, Gordon & Co LLP
DECREASED2,2732,291-18-1%$2.7M$2.2M-$531.1K2026-10-19
Mystic Asset Management, Inc.
INCREASED2,2662,211+55+2%$2.6M$2.2M-$443.8K2026-10-15
Argyle Capital Management, LLC
DECREASED2,2572,281-24-1%$2.7M$2.1M-$534.6K2026-10-28
FCG Investment Co
INCREASED2,2522,063+189+9%$2.4M$2.1M-$283.3K2026-10-13
International Private Wealth Advisors LLC
INCREASED2,2501,452+798+55%$1.7M$2.1M+$432.7K2026-11-05
Thayer Partners, LLC / MA
INCREASED2,2502,019+231+11%$2.4M$2.1M-$233.3K2026-11-06
Granite Islands Private Wealth, LLC
INCREASED2,241190+2,051+1079%$220.1K$2.1M+$1.9M2026-10-16
Realta Investment Advisors
INCREASED2,2382,188+50+2%$2.6M$2.1M-$443.4K2026-10-14
First National Trust Co
INCREASED2,2322,089+143+7%$2.5M$2.1M-$332.8K2026-10-28
Perennial Advisors, LLC
INCREASED2,2311,687+544+32%$2.0M$2.1M+$138.5K2026-10-13
Andrew Hill Investment Advisors, Inc.
DECREASED2,2284,823-2,595-54%$5.7M$2.1M-$3.5M2026-10-22
Moran Wealth Management, LLC
INCREASED2,2242,201+23+1%$2.6M$2.1M-$472.0K2026-10-22
VAN Strum & Towne Inc.
DECREASED2,2242,229-50%$2.6M$2.1M-$504.9K2026-11-06
DDD Partners, LLC
INCREASED2,223582+1,641+282%$683.8K$2.1M+$1.4M2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED2,2191,327+892+67%$1.6M$2.1M+$549.9K2026-10-15
Caliber Wealth Management, LLC / KS
DECREASED2,2122,305-93-4%$2.7M$2.1M-$605.3K2026-11-04
Penobscot Investment Management Company, Inc.
INCREASED2,2091,467+742+51%$1.7M$2.1M+$376.0K2026-10-26
Ignite Planners, LLC
INCREASED2,2041,926+278+14%$2.3M$2.1M-$163.6K2026-10-14
Parsons Capital Management Inc
INCREASED2,1952,112+83+4%$2.5M$2.1M-$395.0K2026-10-28
Premier Path Wealth Partners, LLC
INCREASED2,1942,145+49+2%$2.5M$2.1M-$435.0K2026-10-16
Farmers & Merchants Investments Inc
DECREASED2,1872,209-22-1%$2.6M$2.1M-$516.5K2026-10-22
Investors Asset Management of Georgia Inc
DECREASED2,1852,192-70%$2.6M$2.1M-$498.5K2026-10-20
Cardinal Point Capital Management ULC
INCREASED2,1811,967+214+11%$2.3M$2.1M-$237.8K2026-10-21
Curated Wealth Partners LLC
INCREASED2,180971+1,209+125%$1.1M$2.1M+$931.3K2026-10-15
Birch Hill Investment Advisors LLC
INCREASED2,1802,134+46+2%$2.5M$2.1M-$435.1K2026-10-16
Invera Wealth Advisors, LLC
INCREASED2,1612,022+139+7%$2.4M$2.1M-$321.6K2026-10-28
Veracity Capital LLC
DECREASED2,1562,165-90%$2.5M$2.0M-$493.7K2026-10-08
Kanawha Capital Management LLC
INCREASED2,1552,143+12+1%$2.5M$2.0M-$469.4K2026-10-19
Formidable Asset Management, LLC
INCREASED2,1491,956+193+10%$1.9M$2.4M+$495.5K2026-11-03
Schear Investment Advisers, LLC
DECREASED2,13911,998-9,859-82%$14.1M$2.0M-$12.1M2026-10-14
Tempo Wealth, LLC
INCREASED2,1391,769+370+21%$2.1M$2.0M-$44.4K2026-10-14
Whalen Wealth Management Inc.
DECREASED2,1342,807-673-24%$3.3M$2.0M-$1.3M2026-10-08
Thompson Davis & Co., Inc.
UNCHANGED2,1192,11900%$2.5M$2.0M-$475.4K2026-11-05
Weaver Capital Management LLC
INCREASED2,1171,034+1,083+105%$902.6K$2.0M+$1.1M2026-10-15
Ipswich Investment Management Co., Inc.
UNCHANGED2,1172,11700%$2.5M$2.0M-$475.0K2026-10-13
Vann Equity Management LLC
DECREASED2,1002,423-323-13%$2.8M$2.0M-$851.0K2026-10-08
PDS Planning, Inc
INCREASED2,1002,076+24+1%$2.4M$2.0M-$443.0K2026-11-03
Beacon Bank & Trust
DECREASED2,1002,102-20%$2.5M$2.0M-$473.5K2026-10-27
Parcion Private Wealth LLC
INCREASED2,0951,919+176+9%$2.3M$2.0M-$263.3K2026-10-28
Simplicity Wealth,LLC
INCREASED2,0801,939+141+7%$2.3M$2.0M-$300.9K2026-10-23
Institute for Wealth Management, Llc.
DECREASED2,0792,088-90%$2.5M$2.0M-$477.0K2026-11-06
Plancorp, LLC
INCREASED2,0721,704+368+22%$1.8M$1.8M+$1.1K2026-11-03
Freedom Day Solutions, LLC
NEW2,054—+2,054——$2.0M—2026-10-20
Avantax Planning Partners, Inc.
INCREASED2,0451,679+366+22%$2.0M$1.9M-$28.8K2026-11-03
Howard Capital Management, LLC
DECREASED2,0402,059-19-1%$2.4M$1.9M-$480.0K2026-10-16
Integrity Alliance, Llc.
INCREASED2,0351,992+43+2%$2.3M$1.9M-$406.1K2026-10-29
Lakeside Advisors, Inc.
UNCHANGED2,0252,02500%$2.4M$1.9M-$454.4K2026-10-20
Hall Laurie J Trustee
DECREASED2,0192,064-45-2%$2.4M$1.9M-$505.9K2026-10-06
Cullinan Associates Inc
INCREASED2,0081,200+808+67%$1.4M$1.9M+$498.8K2026-11-03
Viking Fund Management LLC
UNCHANGED2,0002,00000%$2.3M$1.9M-$448.7K2026-10-14
Arthur M. Cohen & Associates, LLC
INCREASED1,9981,814+184+10%$2.1M$1.9M-$232.1K2026-10-26
Global Trust Asset Management, LLC
INCREASED1,9981,924+74+4%$2.3M$1.9M-$361.3K2026-10-19
Synergy Asset Management, LLC
INCREASED1,9951,623+372+23%$1.9M$1.9M-$10.6K2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
DECREASED1,9942,283-289-13%$2.7M$1.9M-$787.5K2026-10-09
Sanders Morris Harris LLC
INCREASED1,992324+1,668+515%$380.7K$1.9M+$1.5M2026-10-14
Fortune 45 LLC
INCREASED1,9861,477+509+34%$1.7M$1.9M+$152.4K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED1,9781,936+42+2%$2.3M$1.9M-$394.4K2026-10-30
Connecticut Wealth Management, LLC
DECREASED1,9781,979-10%$2.3M$1.9M-$445.1K2026-10-13
Sentry LLC
UNCHANGED1,9771,97700%$2.3M$1.9M-$443.6K2026-10-30
Regatta Capital Group, LLC
INCREASED1,9751,747+228+13%$2.1M$1.9M-$175.3K2026-10-23
Cordatus Wealth Management LLC
DECREASED1,9661,990-24-1%$2.3M$1.9M-$469.3K2026-10-19
Investment Research & Advisory Group, Inc.
DECREASED1,9612,061-100-5%$2.4M$1.9M-$559.1K2026-10-19
Shaker Investments LLC
INCREASED1,9561,954+2+0%$2.3M$1.9M-$436.5K2026-11-05
Community Bank of Raymore
UNCHANGED1,9561,95600%$2.3M$1.9M-$438.9K2026-10-23
Chickasaw Capital Management LLC
DECREASED1,9482,152-204-9%$2.5K$1.9M+$1.8M2026-10-08
GC Wealth Management RIA, LLC
INCREASED1,9441,392+552+40%$1.6M$1.8M+$212.3K2026-11-02
Castle Rock Wealth Management, LLC
DECREASED1,9422,420-478-20%$2.7M$2.0M-$746.4K2026-10-09
Goodman Advisory Group, LLC
INCREASED1,9421,597+345+22%$1.9M$1.8M-$30.4K2026-11-02
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED1,9392,017-78-4%$2.4M$1.8M-$526.7K2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED1,9381,629+309+19%$1.9M$1.8M-$70.1K2026-10-15
Alta Advisers Ltd
INCREASED1,9361,042+894+86%$1.2M$1.8M+$615.9K2026-11-02
Private Trust Co NA
UNCHANGED1,9311,93100%$2.3M$1.8M-$433.7K2026-10-20
Integrated Advisors Network LLC
DECREASED1,9301,952-22-1%$2.3M$1.8M-$458.7K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED1,9221,878+44+2%$2.2M$1.8M-$379.5K2026-10-23
Wynn Capital, LLC
DECREASED1,9212,013-92-5%$2.4M$1.8M-$539.1K2026-10-13
Everett Harris & Co
INCREASED1,9201,917+3+0%$2.3M$1.8M-$427.4K2026-10-28
Bryn Mawr Trust Advisors, LLC
INCREASED1,9141,891+23+1%$2.2M$1.8M-$402.7K2026-11-04
Lighthouse Financial LLC
UNCHANGED1,9101,91000%$2.2M$1.8M-$428.5K2026-10-23
BIP Wealth, LLC
DECREASED1,9031,982-79-4%$2.3M$1.8M-$520.3K2026-10-22
KRS Capital Management, LLC
INCREASED1,8951,882+13+1%$2.2M$1.8M-$409.9K2026-10-16
Stenger Family Office, LLC
INCREASED1,8941,183+711+60%$1.4M$1.9M+$511.5K2026-10-22
Woodstock Corp
DECREASED1,8832,402-519-22%$2.8M$1.8M-$1.0M2026-10-13
Mccarter Private Wealth Services LLC
DECREASED1,8751,908-33-2%$2.2M$1.8M-$459.5K2026-10-22
Park Edge Advisors, LLC
DECREASED1,8721,937-65-3%$2.3M$1.8M-$496.4K2026-10-28
Portside Wealth Group, LLC
DECREASED1,8691,980-111-6%$2.3M$1.8M-$549.8K2026-10-20
Purkiss Capital Advisors LLC
INCREASED1,8691,862+7+0%$2.2M$1.8M-$410.7K2026-11-06
Wolverine Asset Management LLC
INCREASED1,8551,476+379+26%$1.7M$1.8M+$29.1K2026-11-02
Darden Wealth Group Inc
DECREASED1,8501,917-67-3%$2.3M$1.8M-$493.8K2026-11-06
Aries Wealth Management
UNCHANGED1,8491,84900%$2.2M$1.8M-$414.9K2026-10-23
Wealth Effects LLC
INCREASED1,8471,780+67+4%$2.1M$1.8M-$335.7K2026-10-23
Clarus Wealth Advisors
NEW1,843—+1,843——$1.9M—2026-10-13
Trust Point Inc.
INCREASED1,8421,480+362+24%$1.7M$1.8M+$12.0K2026-10-27
Portus Wealth Advisors, LLC
INCREASED1,8311,790+41+2%$2.1M$1.7M-$362.5K2026-10-13
SYM Financial Corp
INCREASED1,8301,748+82+5%$2.1M$1.7M-$314.4K2026-10-26
Toth Financial Advisory Corp
INCREASED1,8251,801+24+1%$2.1M$1.7M-$381.3K2026-10-08
Prescott Group Capital Management, L.L.C.
UNCHANGED1,8221,82200%$2.1M$1.7M-$408.8K2026-10-30
Pinnacle Wealth Planning Services, Inc.
INCREASED1,8191,808+11+1%$2.1M$1.7M-$395.2K2026-10-27
Stableford Capital II LLC
INCREASED1,8101,412+398+28%$1.7M$1.7M+$61.5K2026-10-09
Lebenthal Global Advisors, LLC
INCREASED1,804292+1,512+518%$343.1K$1.7M+$1.4M2026-10-28
Harvey Investment Co LLC
UNCHANGED1,8001,80000%$2.1M$1.7M-$404.0K2026-10-20
Platform Technology Partners
INCREASED1,7971,652+145+9%$1.9M$1.7M-$232.7K2026-11-02
Dutch Asset Corp
INCREASED1,7831,453+330+23%$1.7M$1.7M-$12.4K2026-10-20
Burke & Herbert Bank & Trust Co
UNCHANGED1,7831,78300%$2.1M$1.7M-$400.1K2026-11-02
KMG Fiduciary Partners, LLC
DECREASED1,7801,794-14-1%$2.1M$1.7M-$415.8K2026-10-14
PKS Advisory Services, LLC
UNCHANGED1,7781,77800%$2.1M$2.1M$02026-10-26
Bison Wealth, LLC
INCREASED1,7771,517+260+17%$1.7M$1.8M+$23.7K2026-10-13
NTV Asset Management LLC
INCREASED1,7581,757+1+0%$2.1M$1.7M-$393.3K2026-10-23
DLK Investment Management, LLC
DECREASED1,7561,884-128-7%$323.1K$1.7M+$1.3M2026-10-09
Moneco Advisors, LLC
INCREASED1,7551,653+102+6%$1.9M$1.7M-$273.3K2026-11-05
Ibex Wealth Advisors
DECREASED1,7491,810-61-3%$2.1M$1.7M-$464.8K2026-11-06
Independence Bank of Kentucky
INCREASED1,7371,685+52+3%$2.0M$1.7M-$328.6K2026-10-26
Landmark Wealth Management, LLC
UNCHANGED1,7331,73300%$2.0M$1.6M-$388.8K2026-11-03
Wealth Dimensions Group, Ltd.
DECREASED1,7291,802-73-4%$2.1M$1.6M-$473.6K2026-11-02
TBH Global Asset Management, LLC
UNCHANGED1,7211,72100%$2.0M$1.6M-$386.1K2026-11-03
New Wave Wealth Advisors LLC
INCREASED1,7171,680+37+2%$2.0M$1.7M-$250.7K2026-10-19
Urban Wealth Management, LLC
INCREASED1,7121,059+653+62%$1.2M$1.6M+$383.1K2026-10-21
Wealth Enhancement Trust Services, Inc.
INCREASED1,7091,397+312+22%$1.6M$1.6M-$16.9K2026-10-07
Interchange Capital Partners, LLC
DECREASED1,7061,737-31-2%$2.0M$1.6M-$412.6K2026-10-28
Mainstream Capital Management LLC
INCREASED1,7051,619+86+5%$1.9M$1.6M-$281.5K2026-10-23
Stablepoint Partners, LLC
DECREASED1,7011,838-137-7%$2.2M$1.6M-$542.5K2026-11-03
Mitsubishi UFJ Asset Management (UK) Ltd.
NEW1,700—+1,700——$1.6M—2026-10-22
Constitution Capital LLC
UNCHANGED1,6971,69700%$2.0M$1.6M-$380.8K2026-10-23
Kennedy Investment Group, Inc.
INCREASED1,6931,368+325+24%$1.6M$1.6M+$2.1K2026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED1,6851,724-39-2%$2.0M$1.6M-$423.9K2026-11-02
EPG Wealth Management LLC
INCREASED1,6841,487+197+13%$1.7M$1.6M-$147.3K2026-11-03
Anchyra Partners LLC
INCREASED1,6781,585+93+6%$1.9M$1.6M-$267.2K2026-10-13
Washington Trust Advisors, Inc.
DECREASED1,6711,904-233-12%$2.2M$1.6M-$649.0K2026-10-22
Shepherd Street Advisors LLC
DECREASED1,6681,670-20%$1.8M$1.7M-$86.4K2026-10-21
Myriad Asset Management Advisors LLC
NEW1,664—+1,664——$1.6M—2026-11-03
Form Wealth Advisors, LLC
DECREASED1,6631,679-16-1%$2.0M$1.6M-$391.9K2026-10-13
Westwind Capital
INCREASED1,6501,591+59+4%$1.9K$1.6M+$1.6M2026-10-08
AMG National Trust Bank
DECREASED1,6501,673-23-1%$2.0M$1.6M-$397.2K2026-11-05
Greenspring Advisors, LLC
DECREASED1,6451,705-60-4%$2.0M$1.6M-$439.2K2026-11-05
Advisor OS, LLC
INCREASED1,6421,391+251+18%$1.6M$1.6M-$74.3K2026-11-03
Caldwell Trust Co
INCREASED1,6381,400+238+17%$1.6M$1.6M-$87.9K2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED1,6341,479+155+10%$1.7M$1.6M-$184.5K2026-10-08
Forum Financial Management, LP
DECREASED1,6321,769-137-8%$2.1M$1.6M-$526.9K2026-10-16
Canandaigua National Bank & Trust Co
DECREASED1,6301,659-29-2%$1.9M$1.5M-$399.8K2026-10-07
Hager Investment Management Services, LLC
DECREASED1,6261,659-33-2%$1.9M$1.5M-$403.5K2026-11-04
Cornerstone Wealth Group, LLC
INCREASED1,6201,548+72+5%$1.8M$1.5M-$278.7K2026-11-02
Cove Private Wealth, LLC
INCREASED1,6201,567+53+3%$1.8M$1.5M-$301.2K2026-10-28
Sheets Smith Wealth Management
INCREASED1,6181,615+3+0%$1.9M$1.5M-$359.5K2026-10-16
Victory Financial Group, LLC
INCREASED1,6171,558+59+4%$1.8M$1.5M-$293.5K2026-10-27
Parrish Capital LLC
INCREASED1,6161,593+23+1%$1.9M$1.5M-$335.6K2026-10-01
Howard Financial Services, Ltd.
INCREASED1,6081,563+45+3%$1.8M$1.5M-$307.9K2026-10-15
Hunter Associates Investment Management LLC
DECREASED1,6081,618-10-1%$1.9M$1.5M-$374.0K2026-10-26
Curbstone Financial Management Corp
DECREASED1,6061,668-62-4%$2.0M$1.5M-$433.2K2026-10-21
Monarch Capital Management Inc
DECREASED1,6051,710-105-6%$2.0M$1.5M-$484.1K2026-10-19
Davis Investment Partners, LLC
DECREASED1,5962,002-406-20%$2.4M$1.5M-$835.9K2026-11-05
Sippican Capital Advisors
DECREASED1,5951,654-59-4%$1.9M$1.5M-$427.2K2026-10-23
Money Concepts Capital Corp
INCREASED1,5911,564+27+2%$1.8M$1.5M-$325.1K2026-11-06
Breakwater Capital Group
DECREASED1,5901,743-153-9%$2.0M$1.5M-$536.5K2026-10-09
Legacy Private Trust Co.
INCREASED1,5851,280+305+24%$1.5M$1.5M+$2.7K2026-10-06
NBT Bank, N.A.
DECREASED1,5671,584-17-1%$1.9M$1.5M-$371.6K2026-10-21
Wealthstar Advisors, LLC
DECREASED1,5641,801-237-13%$2.1M$1.5M-$629.4K2026-10-19
Facet Wealth, Inc.
INCREASED1,5501,236+314+25%$1.5M$1.5M+$21.1K2026-11-04
Financial Enhancement Group LLC
DECREASED1,5501,561-11-1%$1.8M$1.5M-$288.5K2026-10-08
Wright Investors Service Inc
UNCHANGED1,5421,54200%$1.8M$1.5M-$346.0K2026-11-02
Traphagen Investment Advisors LLC
INCREASED1,5381,517+21+1%$1.8M$1.5M-$320.6K2026-10-14
Wealth Group, Ltd.
DECREASED1,5362,678-1,142-43%$3.1M$1.5M-$1.7M2026-10-30
MBL Wealth, LLC
INCREASED1,5341,121+413+37%$1.3M$1.5M+$141.0K2026-10-22
Cohen Capital Management, Inc.
UNCHANGED1,5301,53000%$1.8M$1.5M-$343.3K2026-10-14
Diversified Enterprises, LLC
INCREASED1,5241,280+244+19%$1.5M$1.4M-$55.3K2026-10-19
Csenge Advisory Group
DECREASED1,5231,756-233-13%$2.1M$1.4M-$615.5K2026-11-04
Bingham Private Wealth, LLC
DECREASED1,5151,528-13-1%$1.8M$1.4M-$355.2K2026-11-05
MTM Investment Management, LLC
DECREASED1,5071,532-25-2%$1.8M$1.4M-$367.5K2026-10-30
Aprio Wealth Management, LLC
INCREASED1,5001,274+226+18%$1.5M$1.4M-$71.0K2026-10-28
Washington Trust Bank
INCREASED1,489249+1,240+498%$292.5K$1.4M+$1.1M2026-11-03
Rydar Equities, Inc.
INCREASED1,4891,445+44+3%$1.6M$1.5M-$101.7K2026-10-13
Zions Bancorporation, National Association
DECREASED1,4883,959-2,471-62%$4.7M$1.4M-$3.2M2026-11-06
Shepherd Financial Partners LLC
INCREASED1,4821,311+171+13%$1.5M$1.4M-$132.4K2026-11-03
Old Port Advisors
INCREASED1,4821,471+11+1%$1.7M$1.4M-$319.6K2026-10-23
Missouri Trust & Investment Co
UNCHANGED1,4751,47500%$1.5M$1.4M-$58.7K2026-11-04
Financial Security Advisor, Inc.
INCREASED1,4741,045+429+41%$1.2M$1.4M+$173.0K2026-11-03
Traynor Capital Management, Inc.
INCREASED1,4721,188+284+24%$1.4M$1.4M+$3.9K2026-10-29
Victrix Investment Advisors
INCREASED1,4701,285+185+14%$1.5M$1.4M-$112.5K2026-10-13
Swiss RE LTD
INCREASED1,466891+575+65%$1.0M$1.4M+$346.6K2026-11-06
Sawyer & Company, Inc
DECREASED1,4641,489-25-2%$1.7M$1.4M-$357.9K2026-10-21
Summit Global Investments
NEW1,463—+1,463——$1.4M—2026-10-28
Murphy & Mullick Capital Management Corp
INCREASED1,4631,388+75+5%$1.6M$1.4M-$240.1K2026-11-02
Lineweaver Wealth Advisors, LLC
DECREASED1,4611,514-53-3%$1.8M$1.4M-$391.1K2026-10-13
First United Bank & Trust
INCREASED1,4601,413+47+3%$1.7M$1.4M-$272.4K2026-10-22
Masterinvest Kapitalanlage GmbH
DECREASED1,4592,173-714-33%$2.6M$1.4M-$1.2M2026-11-03
Aviso Wealth Management
INCREASED1,456675+781+116%$793.5K$1.4M+$590.8K2026-11-04
Elevatus Welath Management
INCREASED1,452775+677+87%$910.6K$1.4M+$470.3K2026-10-19
BankChampaign, National Association
DECREASED1,4521,570-118-8%$1.8M$1.4M-$464.4K2026-10-19
Acorn Financial Advisory Services Inc
INCREASED1,4481,358+90+7%$1.6M$1.4M-$218.8K2026-11-02
Values First Advisors, Inc.
DECREASED1,4471,961-514-26%$2.3M$1.4M-$927.8K2026-10-23
Pathway Wealth Management LLC
DECREASED1,4451,505-60-4%$1.8M$1.4M-$394.7K2026-10-19
Lewis Asset Management, LLC
INCREASED1,4321,078+354+33%$1.3M$1.4M+$94.6K2026-10-14
Garrett Wealth Advisory Group, LLC
INCREASED1,4291,389+40+3%$1.6M$1.4M-$273.6K2026-10-22
Kathmere Capital Management, LLC
DECREASED1,4171,435-18-1%$1.7M$1.3M-$339.4K2026-10-20
PFC Capital Group, Inc.
INCREASED1,4111,231+180+15%$1.4M$1.3M-$104.9K2026-11-06
Crystal Rock Capital Management
DECREASED1,4001,550-150-10%$1.8M$1.3M-$490.3K2026-10-28
Focus Financial Network, Inc.
INCREASED1,3891,264+125+10%$1.5M$1.3M-$165.5K2026-10-14
Argonautica Private Wealth Management, Inc
DECREASED1,3791,387-8-1%$1.6M$1.3M-$318.8K2026-11-02
Harbour Capital Advisors, LLC
INCREASED1,378841+537+64%$918.0K$1.3M+$391.8K2026-10-13
Kimelman & Baird, LLC
UNCHANGED1,3781,37800%$1.6M$1.3M-$309.2K2026-11-03
Weaver Consulting Group
INCREASED1,3771,367+10+1%$1.6M$1.3M-$297.3K2026-10-07
Rakuten Securities, Inc.
DECREASED1,3751,394-19-1%$1.6M$1.3M-$330.8K2026-11-02
Capital Square, LLC
DECREASED1,3731,561-188-12%$1.7M$1.3M-$398.9K2026-10-19
Lantz Financial LLC
DECREASED1,3671,420-53-4%$1.7M$1.3M-$369.0K2026-10-15
Hengehold Capital Management LLC
INCREASED1,3591,213+146+12%$1.4M$1.3M-$133.4K2026-10-16
RVW Wealth, LLC
DECREASED1,3562,332-976-42%$2.7M$1.3M-$1.5M2026-10-06
Avalon Capital Management
DECREASED1,3502,113-763-36%$2.5M$1.3M-$1.2M2026-11-04
Family Legacy Financial Solutions, LLC
INCREASED1,347499+848+170%$586.3K$1.3M+$694.3K2026-10-07
Adirondack Trust Co
INCREASED1,3441,333+11+1%$1.6M$1.3M-$288.6K2026-10-14
Accredited Investors Inc.
INCREASED1,3431,320+23+2%$1.6M$1.3M-$274.8K2026-11-03
Cooper Financial Group
DECREASED1,3411,391-50-4%$1.6M$1.3M-$359.6K2026-10-07
Fragasso Financial Advisors Inc
INCREASED1,335606+729+120%$712.0K$1.3M+$629.2K2026-10-13
Howland Capital Management LLC
INCREASED1,3351,325+10+1%$1.6M$1.3M-$288.5K2026-10-22
Ashton Thomas Securities, LLC
DECREASED1,3221,633-311-19%$2.0M$1.3M-$740.8K2026-10-26
Claro Advisors Inc.
INCREASED1,3021,064+238+22%$1.3M$1.2M-$12.5K2026-11-02
Archford Capital Strategies, LLC
INCREASED1,2991,224+75+6%$1.4M$1.2M-$203.3K2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED1,2871,161+126+11%$1.4M$1.2M-$141.1K2026-10-16
Armstrong, Fleming & Moore, Inc
UNCHANGED1,2851,28500%$1.5M$1.2M-$288.3K2026-10-28
Providence First Trust Co
DECREASED1,2761,972-696-35%$2.3M$1.2M-$1.1M2026-11-02
Visionary Wealth Advisors
INCREASED1,2761,167+109+9%$1.4M$1.2M-$158.3K2026-11-04
AdvisorNet Financial, Inc
DECREASED1,2652,489-1,224-49%$2.9M$1.2M-$1.7M2026-10-15
Personal CFO Solutions, LLC
DECREASED1,2651,889-624-33%$2.2M$1.2M-$1.0M2026-11-06
Northside Capital Management, LLC
UNCHANGED1,2621,26200%$1.5M$1.2M-$283.2K2026-10-13
Westover Capital Advisors, LLC
INCREASED1,2601,165+95+8%$1.4M$1.2M-$171.1K2026-10-26
Root Financial Partners, LLC
INCREASED1,2521,045+207+20%$1.2M$1.2M-$37.7K2026-10-21
Wiregrass Investment Management LLC
DECREASED1,2441,259-15-1%$1.5M$1.2M-$296.5K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED1,2301,034+196+19%$1.2M$1.2M-$42.6K2026-10-13
Accurate Wealth Management, LLC
INCREASED1,2301,154+76+7%$1.3M$1.2M-$24.6K2026-10-20
First Horizon Corp
INCREASED1,228919+309+34%$1.1M$1.2M+$87.5K2026-10-26
Founders Financial Securities LLC
INCREASED1,2271,113+114+10%$1.3M$1.2M-$141.4K2026-10-28
Enclave Advisors LLC
DECREASED1,2181,241-23-2%$1.5M$1.2M-$300.3K2026-10-14
First Bank & Trust
INCREASED1,2111,195+16+1%$1.4M$1.2M-$252.9K2026-10-19
China Universal Asset Management Co., Ltd.
DECREASED1,2091,916-707-37%$2.3M$1.2M-$1.1M2026-10-28
Conning Inc.
DECREASED1,2081,232-24-2%$1.4M$1.1M-$299.2K2026-10-27
McAdam, LLC
INCREASED1,2031,117+86+8%$1.3M$1.1M-$168.6K2026-10-21
Allegheny Financial Group
DECREASED1,2031,205-20%$1.4M$1.1M-$272.4K2026-11-05
Paradigm Asset Management Co LLC
DECREASED1,2001,896-696-37%$2.2M$1.1M-$1.1M2026-11-05
Legacy Advisors, LLC
DECREASED1,2001,271-71-6%$1.5M$1.1M-$353.3K2026-10-19
Meridian Management Co
DECREASED1,2001,209-9-1%$1.4M$1.1M-$279.8K2026-11-06
Total Clarity Wealth Management, Inc.
INCREASED1,197722+475+66%$848.5K$1.1M+$289.6K2026-10-26
Bath Savings Trust Co
DECREASED1,1931,204-11-1%$1.4M$1.1M-$280.4K2026-10-07
Moss Adams Wealth Advisors LLC
DECREASED1,1911,360-169-12%$1.6M$1.1M-$466.4K2026-10-28
BAR Harbor Wealth Management
INCREASED1,1891,092+97+9%$1.3M$1.1M-$152.8K2026-10-21
Carnegie Lake Advisors LLC
UNCHANGED1,1881,18800%$1.4M$1.1M-$266.6K2026-11-06
Waterway Wealth Management, LLC
INCREASED1,1861,144+42+4%$1.3M$1.1M-$217.5K2026-10-28
High Net Worth Advisory Group LLC
INCREASED1,1731,072+101+9%$1.3M$1.1M-$145.4K2026-10-26
Jacobi Capital Management LLC
DECREASED1,1731,251-78-6%$1.5M$1.1M-$354.6K2026-11-05
Mindset Wealth Management, LLC
INCREASED1,1651,164+1+0%$1.4M$1.1M-$259.9K2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED1,1621,134+28+2%$1.3M$1.1M-$227.5K2026-10-27
Armstrong Advisory Group, Inc
INCREASED1,1621,159+3+0%$1.4M$1.1M-$257.2K2026-10-09
Grant Private Wealth Management Inc
INCREASED1,149193+956+495%$226.7K$1.1M+$865.4K2026-10-19
Ballast, Inc.
INCREASED1,145885+260+29%$1.0M$1.1M+$48.6K2026-10-20
Walker Asset Management, LLC
INCREASED1,1451,045+100+10%$1.2M$1.1M-$139.4K2026-10-13
Quantum Financial Partners LLC
INCREASED1,1401,072+68+6%$1.3M$1.1M-$175.9K2026-10-19
Elyxium Wealth, LLC
INCREASED1,1381,128+10+1%$1.3M$1.1M-$243.6K2026-10-27
Trust Co of Toledo NA
UNCHANGED1,1381,13800%$1.3M$1.1M-$255.3K2026-10-16
First Bancorp, Inc
UNCHANGED1,1381,13800%$1.3M$1.1M-$255.3K2026-10-26
Capital Advisors Wealth Management, LLC
DECREASED1,1301,164-34-3%$1.4M$1.1M-$293.3K2026-10-09
Clearstead Trust, LLC
INCREASED1,1271,091+36+3%$1.3M$1.1M-$210.5K2026-11-06
Worth Asset Management, LLC
INCREASED1,126882+244+28%$1.0M$1.1M+$34.0K2026-10-07
Valley Brook Capital Group, Inc.
INCREASED1,1231,108+15+1%$1.3M$1.1M-$234.3K2026-10-26
XXI Wealth, LLC
INCREASED1,118417+701+168%$489.9K$1.1M+$572.7K2026-10-22
Aspiriant, LLC
INCREASED1,1181,083+35+3%$1.3M$1.1M-$209.7K2026-10-16
Gibbs Wealth Management
INCREASED1,116829+287+35%$974.0K$1.1M+$86.8K2026-10-22
Crew Capital Management, Ltd
INCREASED1,114944+170+18%$1.1M$1.1M-$50.2K2026-10-28
Blue Fin Capital, Inc.
INCREASED1,112959+153+16%$1.1M$1.1M-$69.7K2026-10-28
Procyon Advisors, LLC
INCREASED1,1121,100+12+1%$1.3M$1.1M-$234.7K2026-10-21
Annex Advisory Services, LLC
DECREASED1,1111,199-88-7%$1.4M$1.1M-$352.5K2026-10-16
Compass Wealth Management, LLC
UNCHANGED1,1111,11100%$1.3M$1.1M-$249.3K2026-10-30
Spectrum Strategic Capital Management, LLC
INCREASED1,105979+126+13%$1.2M$1.1M-$99.9K2026-10-22
William Blair Investment Management, LLC
UNCHANGED1,1011,10100%$1.3M$1.0M-$247.0K2026-11-06
Hazlett, Burt & Watson, Inc.
INCREASED1,1001,004+96+10%$846.3K$696.4K-$150.0K2026-11-04
Cambridge Financial Group, LLC
UNCHANGED1,0971,09700%$1.3M$1.3M$02026-10-06
Riverbend Wealth Management, LLC
INCREASED1,0961,077+19+2%$1.3M$1.0M-$223.4K2026-10-15
American State Bank (Iowa)
INCREASED1,0961,094+2+0%$1.3M$1.0M-$243.6K2026-11-03
Great Lakes Retirement, Inc.
INCREASED1,093473+620+131%$556.2K$1.0M+$482.8K2026-10-26
Souders Financial Advisors
DECREASED1,0921,214-122-10%$1.4M$1.0M-$388.6K2026-11-03
KG Capital Management
DECREASED1,0921,102-10-1%$1.3M$1.0M-$256.8K2026-10-15
Bourgeon Capital Management LLC
INCREASED1,0911,058+33+3%$1.2M$1.0M-$206.0K2026-10-19
Avity Investment Management Inc.
INCREASED1,084945+139+15%$1.1M$1.0M-$79.9K2026-10-09
Welch Group, LLC
INCREASED1,082778+304+39%$914.4K$1.0M+$114.4K2026-10-29
Strategic Advisors LLC
INCREASED1,082995+87+9%$1.2M$1.0M-$141.3K2026-10-13
Vertrix Wealth Management, LLC
INCREASED1,081751+330+44%$882.3K$1.0M+$145.0K2026-10-13
Fulcrum Equity Management
INCREASED1,0781,007+71+7%$1.2M$1.0M-$158.5K2026-10-21
Fagan Associates, Inc.
INCREASED1,0771,061+16+2%$1.2M$1.0M-$222.8K2026-10-13
Herold Advisors, Inc.
INCREASED1,075916+159+17%$1.1M$1.0M-$53.0K2026-10-19
Brandywine OAK Private Wealth LLC
INCREASED1,0721,058+14+1%$1.2M$1.0M-$224.0K2026-10-23
Marks Group Wealth Management, Inc
DECREASED1,0711,085-14-1%$1.3M$1.0M-$256.7K2026-11-05
Costello Asset Management, Inc
INCREASED1,0681,038+30+3%$1.2M$1.0M-$204.4K2026-10-30
Clear Harbor Asset Management, LLC
INCREASED1,067964+103+11%$1.1M$1.0M-$118.4K2026-11-05
Wealth Management Partners, LLC
INCREASED1,0671,021+46+5%$1.2M$1.0M-$185.4K2026-10-21
Childress Capital Advisors, LLC
INCREASED1,0671,031+36+3%$1.2M$1.0M-$197.0K2026-10-28
Silverberg Bernstein Capital Management LLC
UNCHANGED1,0661,06600%$1.3M$1.0M-$239.2K2026-10-13
Community Financial Services Group, LLC
UNCHANGED1,0641,06400%$1.2M$1.1M-$156.3K2026-10-15
LexAurum Advisors, LLC
DECREASED1,0631,077-14-1%$1.3M$1.0M-$255.0K2026-10-19
Focus Wealth Advisors, LLC
DECREASED1,0581,069-11-1%$1.3M$1.0M-$250.3K2026-10-14
Bank of New Hampshire
UNCHANGED1,0581,05800%$1.2M$1.0M-$237.4K2026-10-06
Magnus Financial Group LLC
DECREASED1,0571,144-87-8%$1.3M$1.0M-$340.3K2026-10-21
Accuvest Global Advisors
INCREASED1,054840+214+25%$987.0K$1.0M+$15.0K2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED1,0521,045+7+1%$1.2M$1.0M-$227.7K2026-10-14
Key FInancial Inc
DECREASED1,0481,075-27-3%$1.3M$996.1K-$266.9K2026-11-02
Lmcg Investments, LLC
DECREASED1,0461,071-25-2%$1.3M$994.2K-$264.1K2026-10-21
World Equity Group, Inc.
INCREASED1,037676+361+53%$794.2K$1.0M+$215.2K2026-10-14
Schuylkill Financial LLC
INCREASED1,0361,029+7+1%$1.2M$984.8K-$223.9K2026-10-21
Silverlake Wealth Management LLC
UNCHANGED1,0361,03600%$1.2M$984.6K-$232.3K2026-10-21
Nordwand Advisors, LLC
INCREASED1,0351,005+30+3%$1.2M$983.8K-$197.0K2026-11-05
Intelligence Driven Advisers, LLC
DECREASED1,0331,064-31-3%$1.3M$981.9K-$268.2K2026-10-09
GS Investments, Inc.
INCREASED1,0305+1,025+20500%$5.9K$979.0K+$973.1K2026-11-05
Corps Capital Advisors, LLC
UNCHANGED1,0281,02800%$1.2M$977.1K-$230.7K2026-11-05
Kaizen Financial Strategies
INCREASED1,0201,003+17+2%$1.1M$969.4K-$168.1K2026-10-09
Buttonwood Financial Advisors Inc.
DECREASED1,0181,035-17-2%$1.2M$967.3K-$248.3K2026-10-13
Certuity, LLC
INCREASED1,0171,005+12+1%$1.2M$967.6K-$189.2K2026-11-02
Smith Salley Wealth Management
INCREASED1,012633+379+60%$744.1K$962.3K+$218.1K2026-11-03
Simon Quick Advisors, LLC
INCREASED1,011816+195+24%$958.8K$961.1K+$2.3K2026-10-26
Regent Peak Wealth Advisors LLC
DECREASED1,0111,100-89-8%$1.3M$960.9K-$331.4K2026-10-13
Waldron Private Wealth LLC
DECREASED1,0091,014-50%$1.2M$959.3K-$232.0K2026-11-02
Monte Financial Group, LLC
UNCHANGED1,0071,00700%$997.2K$957.1K-$40.1K2026-11-02
Cullen Investment Group, Ltd.
INCREASED1,006990+16+2%$1.2M$1.0M-$160.0K2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED1,000946+54+6%$1.1M$950.6K-$160.9K2026-10-16
Symmetry Partners, LLC
INCREASED997937+60+6%$1.1M$948.0K-$153.3K2026-10-27
Mission Financial Group, LLC
INCREASED996993+3+0%$1.2M$946.5K-$219.5K2026-10-21
Taylor Financial Group, Inc.
DECREASED9941,105-111-10%$1.3M$944.8K-$353.4K2026-11-02
Carret Asset Management, LLC
UNCHANGED99399300%$1.2M$943.9K-$222.8K2026-11-04
Aspen Investment Management Inc
INCREASED990859+131+15%$1.0K$941.0K+$940.0K2026-11-05
Inscription Capital, LLC
DECREASED9881,256-268-21%$1.5M$939.1K-$536.3K2026-11-02
RFG Advisory, LLC
DECREASED9881,018-30-3%$1.2M$939.4K-$256.9K2026-11-03
3Chopt Investment Partners, LLC
INCREASED987896+91+10%$1.1M$938.1K-$115.0K2026-10-30
Enterprise Financial Services Corp
INCREASED987968+19+2%$1.1M$938.1K-$199.1K2026-11-03
Partners in Financial Planning
UNCHANGED98598500%$1.2M$936.5K-$220.7K2026-11-06
Novem Group
INCREASED984972+12+1%$1.1M$935.3K-$206.7K2026-10-19
Boston Trust Walden Corp
DECREASED981994-13-1%$1.2M$932.4K-$235.4K2026-10-30
Byrne Asset Management LLC
INCREASED980970+10+1%$1.1M$967.7K-$171.9K2026-10-06
Tcfg Investment Advisors, LLC
INCREASED979944+35+4%$1.1M$930.5K-$178.5K2026-10-20
Dudley Capital Management, LLC
DECREASED973993-20-2%$1.2M$924.9K-$241.8K2026-10-23
TrueWealth Advisors, LLC
DECREASED9721,099-127-12%$1.3M$924.0K-$367.3K2026-10-09
Adirondack Capital Advisors, LLC
INCREASED970967+3+0%$1.1M$922.0K-$214.1K2026-10-09
JB Capital LLC
INCREASED969944+25+3%$1.1M$921.1K-$187.8K2026-10-19
TCI Wealth Advisors, Inc.
INCREASED965960+5+1%$1.1M$917.3K-$210.6K2026-10-30
Chapin Davis, Inc.
DECREASED962981-19-2%$1.2M$914.7K-$238.2K2026-10-09
Essex Bank
DECREASED9611,061-100-9%$1.2M$913.4K-$333.1K2026-10-16
XML Financial, LLC
DECREASED9601,311-351-27%$1.5M$912.5K-$627.8K2026-10-29
Hanson & Doremus Investment Management
UNCHANGED96096000%$1.1M$912.0K-$216.0K2026-10-16
Nilsine Partners, LLC
INCREASED955930+25+3%$1.1M$907.7K-$184.9K2026-11-02
Exchange Bank
DECREASED954956-20%$1.1M$906.8K-$216.4K2026-10-07
Thompson Siegel & Walmsley LLC
INCREASED952903+49+5%$1.1M$905.0K-$156.0K2026-11-05
LVW Advisors, LLC
DECREASED9501,158-208-18%$1.4M$903.0K-$457.5K2026-10-19
Orser Capital Management, LLC
NEW949—+949——$902.0K—2026-10-13
Caitong International Asset Management Co., Ltd
DECREASED9452,486-1,541-62%$2.9M$898.2K-$2.0M2026-10-29
Miramontes Capital, LLC
INCREASED945817+128+16%$959.9K$898.2K-$61.6K2026-10-19
Presilium Private Wealth, LLC
INCREASED944860+84+10%$1.0M$897.4K-$113.2K2026-10-26
Atticus Wealth Management, LLC
DECREASED935966-31-3%$1.1M$888.4K-$245.9K2026-10-20
SVB Wealth LLC
DECREASED9301,016-86-8%$1.2M$884.1K-$309.7K2026-11-06
Axiom Investment Management LLC
DECREASED929996-67-7%$1.2M$883.0K-$287.4K2026-11-03
Guardian Financial Partners, LLC
INCREASED927739+188+25%$868.3K$880.7K+$12.4K2026-11-04
Yoffe Investment Management, LLC
UNCHANGED92192100%$1.1M$875.4K-$206.6K2026-11-02
Smith Group Asset Management, LLC
DECREASED919967-48-5%$1.1M$873.5K-$262.6K2026-10-27
Abel Hall, LLC
DECREASED919921-20%$1.1M$873.5K-$208.5K2026-10-19
Van Cleef Asset Management,Inc
UNCHANGED91991900%$1.1M$873.5K-$206.2K2026-10-20
Moller Wealth Partners
DECREASED918948-30-3%$1.1M$872.6K-$241.2K2026-10-15
Center for Financial Planning, Inc.
INCREASED917879+38+4%$1.0M$871.6K-$161.1K2026-10-26
Investment Partners, Ltd.
INCREASED916358+558+156%$420.9K$871.8K+$450.9K2026-10-29
Alpine Bank Wealth Management
INCREASED914679+235+35%$797.7K$868.7K+$71.0K2026-10-16
New Covenant Trust Company, N.A.
INCREASED912719+193+27%$844.7K$866.8K+$22.1K2026-10-08
Clear Wave Wealth Management LLC
INCREASED912736+176+24%$864.7K$866.8K+$2.2K2026-11-04
IronOak Wealth Llc.
NEW911—+911——$865.7K—2026-11-06
1900 Wealth Management LLC
INCREASED908596+312+52%$700.2K$863.0K+$162.8K2026-10-13
Midland Wealth Advisors, LLC
INCREASED908617+291+47%$724.9K$863.0K+$138.2K2026-10-26
Independent Investors Inc
UNCHANGED90790700%$1.1M$862.1K-$203.5K2026-10-30
FAI Advisors, Inc.
DECREASED906909-30%$1.1M$861.1K-$206.8K2026-10-27
Oslo Pensjonsforsikring AS
UNCHANGED90590500%$1.1M$860.2K-$203.1K2026-10-15
North Star Investment Management Corp.
UNCHANGED90390300%$1.1M$858.3K-$202.6K2026-10-27
Pittenger & Anderson Inc
INCREASED900603+297+49%$708.4K$855.4K+$147.0K2026-11-02
Triad Wealth Partners, LLC
INCREASED900872+28+3%$878.1K$855.5K-$22.6K2026-10-26
Promethium Advisors,llc
UNCHANGED90090000%$1.1M$855.4K-$202.4K2026-10-19
AdviceOne Advisory Services, LLC
INCREASED898794+104+13%$932.5K$853.6K-$78.9K2026-10-19
Searle & Co.
UNCHANGED89689600%$1.1M$851.6K-$201.0K2026-11-04
Tompkins Financial Corp
DECREASED895914-19-2%$1.1M$850.7K-$223.1K2026-10-05
QTR Family Wealth, LLC
DECREASED893955-62-6%$1.1M$848.3K-$273.1K2026-11-02
Montag A & Associates Inc
DECREASED893942-49-5%$1.1M$849.2K-$258.0K2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED882914-32-3%$1.1M$838.4K-$235.5K2026-10-20
Ninety One UK Ltd
NEW881—+881——$837.4K—2026-10-15
CWC Advisors, Llc.
DECREASED880901-21-2%$1.1M$836.4K-$222.1K2026-10-15
Smith Shellnut Wilson LLC
DECREASED875980-105-11%$1.2M$831.7K-$319.7K2026-10-21
Worth Financial Advisory Group, LLC
INCREASED872790+82+10%$928.1K$828.8K-$99.3K2026-10-19
Mechanics Bank Trust Department
DECREASED871882-11-1%$1.0M$827.9K-$208.4K2026-10-13
Kaufman Rossin Wealth, LLC
DECREASED870895-25-3%$962.8K$827.3K-$135.5K2026-10-19
First Heartland Consultants, Inc.
DECREASED869886-17-2%$1.0M$826.3K-$215.0K2026-10-08
Golden Reserve Retirement LLC
INCREASED866371+495+133%$435.9K$822.8K+$386.9K2026-11-02
Spectrum Asset Management, Inc. (NB )
INCREASED865825+40+5%$969.7K$822.2K-$147.5K2026-10-19
Journey Advisory Group, LLC
INCREASED864805+59+7%$945.8K$821.2K-$124.6K2026-11-04
Shah Wealth Advisors, LLC
INCREASED861847+14+2%$995.1K$818.7K-$176.4K2026-11-06
Legacy Wealth Management, LLC / MS
DECREASED856884-28-3%$1.0M$813.9K-$225.0K2026-10-30
Income Insurance Ltd
UNCHANGED85685600%$1.0M$813.6K-$192.1K2026-10-21
Lantern Wealth Advisors, LLC
INCREASED852632+220+35%$742.5K$809.8K+$67.3K2026-10-22
Plan A Wealth LLC
DECREASED849907-58-6%$1.1M$807.0K-$258.6K2026-10-08
Beaumont Financial Advisors, LLC
INCREASED849821+28+3%$964.7K$807.1K-$157.6K2026-10-22
Aire Advisors, LLC
DECREASED849855-6-1%$1.0M$806.7K-$197.4K2026-10-22
Peterson Wealth Management
INCREASED848799+49+6%$938.9K$805.7K-$133.2K2026-11-06
M.E. Allison & Co., Inc.
UNCHANGED84684600%$994.1K$804.3K-$189.8K2026-10-09
Crescent Grove Advisors, LLC
INCREASED840572+268+47%$672.8K$798.8K+$126.0K2026-10-21
Allegiance Financial Group Advisory Services LLC
DECREASED840981-141-14%$1.2M$798.4K-$354.6K2026-11-02
Stonehearth Capital Management, LLC
INCREASED840700+140+20%$822.4K$798.4K-$24.0K2026-10-13
Alchemi Wealth, LLC
DECREASED840843-30%$990.4K$798.4K-$192.0K2026-11-04
First Interstate Bank
UNCHANGED84084000%$986.9K$798.4K-$188.5K2026-10-23
Continuum Wealth Advisors, LLC
DECREASED8371,071-234-22%$1.3M$795.6K-$462.7K2026-10-20
Legacy Financial Strategies, LLC
INCREASED837719+118+16%$844.7K$795.2K-$49.5K2026-10-15
Uniting Wealth Partners, LLC
DECREASED837867-30-3%$1.0M$796.0K-$223.6K2026-11-06
Excalibur Management Corp
DECREASED837853-16-2%$1.0M$795.6K-$206.6K2026-11-02
Bahl & Gaynor LLC
INCREASED835829+6+1%$974.0K$793.7K-$180.3K2026-11-05
Howard Capital Management Group, LLC
DECREASED8341,033-199-19%$1.2M$792.7K-$420.9K2026-10-16
Heritage Wealth Management, Inc.
DECREASED832845-13-2%$992.8K$790.8K-$201.9K2026-10-28
Boyd Watterson Asset Management LLC
DECREASED831863-32-4%$1.0M$789.9K-$224.0K2026-11-06
Acropolis Investment Management, LLC
DECREASED828834-6-1%$979.8K$787.0K-$192.8K2026-10-08
Arrow Financial Corp
UNCHANGED82782700%$971.6K$786.1K-$185.6K2026-10-26
Duncker Streett & Co Inc
INCREASED823776+47+6%$911.7K$782.3K-$129.4K2026-10-27
Union Savings Bank
DECREASED820825-5-1%$969.2K$779.4K-$189.9K2026-10-14
TB Alternative Assets Ltd.
DECREASED8165,085-4,269-84%$6.0M$775.6K-$5.2M2026-10-16
Orange Investment Advisors, Inc.
INCREASED813807+6+1%$948.1K$772.7K-$175.4K2026-10-23
S.A. Mason LLC
UNCHANGED81381300%$955.2K$772.7K-$182.4K2026-10-13
Capital Investment Counsel, Inc
DECREASED812833-21-3%$978.7K$771.8K-$206.9K2026-10-20
Nixon Peabody Trust Co
DECREASED809833-24-3%$978.7K$768.9K-$209.7K2026-10-23
IFS Advisors, LLC
INCREASED80814+794+5671%$16.4K$768.0K+$751.6K2026-10-14
Channel Wealth LLC
INCREASED808785+23+3%$922.3K$768.0K-$154.3K2026-11-06
Citizens National Bank Trust Department
UNCHANGED80780700%$948.1K$767.0K-$181.1K2026-11-04
Johnson & White Wealth Management, LLC
UNCHANGED80680600%$947.1K$766.3K-$180.9K2026-11-03
Fiduciary Family Office, LLC
INCREASED805434+371+85%$510.4K$765.1K+$254.8K2026-11-04
RMR Wealth Builders
DECREASED798819-21-3%$962.2K$758.8K-$203.4K2026-10-22
Eads & Heald Wealth Management
INCREASED797602+195+32%$707.3K$757.5K+$50.3K2026-10-29
LEE Danner & Bass Inc
DECREASED792793-10%$931.7K$752.8K-$178.9K2026-10-27
Revisor Wealth Management LLC
DECREASED790796-6-1%$936.0K$728.6K-$207.4K2026-10-20
MMA Asset Management LLC
DECREASED790791-10%$929.3K$750.9K-$178.4K2026-11-02
Cromwell Holdings LLC
DECREASED785814-29-4%$956.7K$746.1K-$210.6K2026-10-28
Private Management Group Inc
UNCHANGED78478400%$921.1K$745.2K-$175.9K2026-11-04
Verum Partners LLC
INCREASED782778+4+1%$914.4K$743.6K-$170.8K2026-10-21
Sunbeam Capital Management, LLC
DECREASED777821-44-5%$964.6K$738.7K-$225.9K2026-11-05
Signal Advisors Wealth, LLC
INCREASED776644+132+21%$756.9K$737.8K-$19.1K2026-10-13
Seelaus Asset Management LLC
DECREASED775925-150-16%$1.1M$736.6K-$350.1K2026-10-14
Asahi Life Asset Management Co., Ltd.
INCREASED775751+24+3%$882.3K$736.6K-$145.7K2026-11-06
Third View Private Wealth, LLC
INCREASED774724+50+7%$850.6K$735.7K-$114.9K2026-10-30
Cape Investment Advisory, Inc.
INCREASED768533+235+44%$626.7K$729.5K+$102.8K2026-10-13
Investment Partners Asset Management, Inc.
DECREASED767772-5-1%$907.0K$729.0K-$178.0K2026-10-09
Stackstone Wealth, LLC
NEW764—+764——$726.2K—2026-10-19
Clearwave Capital, LLC
INCREASED760725+35+5%$851.3K$722.2K-$129.1K2026-10-27
Brady Martz Wealth Solutions, LLC
INCREASED759731+28+4%$858.8K$721.4K-$137.4K2026-11-05
Revolve Wealth Partners, LLC
INCREASED752751+1+0%$882.3K$714.8K-$167.6K2026-10-23
AA Financial Advisors, LLC
DECREASED7511,030-279-27%$1.2M$713.8K-$496.3K2026-10-19
MRA Advisory Group
DECREASED749878-129-15%$1.0M$712.1K-$319.9K2026-10-07
PUREfi Wealth, LLC
INCREASED746694+52+7%$815.4K$709.1K-$106.3K2026-10-19
Associated Banc-Corp
DECREASED746761-15-2%$894.1K$709.1K-$185.0K2026-10-30
Goldstein Advisors, LLC
DECREASED745817-72-9%$959.9K$708.1K-$251.7K2026-10-15
Wealth Intelligence, LLC
INCREASED745735+10+1%$863.5K$708.1K-$155.4K2026-10-16
Retirement Planning Co of New England, Inc.
UNCHANGED74574500%$875.2K$708.1K-$167.1K2026-10-15
Bill Few Associates, Inc.
DECREASED744749-5-1%$880.0K$707.2K-$172.8K2026-10-09
Sound Income Strategies, LLC
INCREASED743594+149+25%$697.9K$742.6K+$44.7K2026-10-09
Blume Capital Management, Inc.
UNCHANGED74374300%$872.9K$706.2K-$166.7K2026-10-26
Security Financial Services, Inc.
DECREASED742743-10%$872.9K$705.3K-$167.7K2026-10-29
Balboa Wealth Partners
INCREASED741530+211+40%$622.7K$704.3K+$81.6K2026-10-20
Cornerstone Advisory, LLC
INCREASED741585+156+27%$686.9K$704.6K+$17.6K2026-11-06
Northwest Wealth Management, LLC
INCREASED741716+25+3%$841.2K$704.3K-$136.9K2026-10-30
Ironsides Asset Advisors, LLC
UNCHANGED74174100%$870.6K$704.3K-$166.3K2026-10-20
United Advisor Group, LLC
INCREASED738731+7+1%$858.7K$701.4K-$157.3K2026-11-03
Harbor Group, Inc.
INCREASED737736+1+0%$865.2K$700.3K-$164.9K2026-10-14
Triangle Securities Wealth Management
UNCHANGED73573500%$863.5K$698.6K-$164.9K2026-10-14
Newman Dignan & Sheerar, Inc.
DECREASED732853-121-14%$1.0M$695.8K-$306.4K2026-10-21
Earned Wealth Advisors, LLC
INCREASED730665+65+10%$781.3K$693.9K-$87.4K2026-11-06
BridgePort Financial Solutions, LLC
INCREASED729700+29+4%$822.4K$692.9K-$129.5K2026-11-02
Balefire, LLC
DECREASED726756-30-4%$888.3K$690.1K-$198.2K2026-10-09
Highline Wealth Partners LLC
INCREASED726715+11+2%$840.1K$690.1K-$150.0K2026-10-19
Foronjy Financial LLC
DECREASED725757-32-4%$889.2K$689.2K-$200.0K2026-10-14
Legacy Wealth Asset Management, LLC
NEW723—+723——$687.2K—2026-10-09
Abound Wealth Management
DECREASED723741-18-2%$870.8K$687.5K-$183.4K2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED717710+7+1%$834.4K$681.7K-$152.7K2026-10-16
Apollon Financial, LLC
INCREASED717715+2+0%$840.1K$681.6K-$158.5K2026-10-23
Physician Wealth Advisors, Inc.
INCREASED716508+208+41%$597.0K$680.8K+$83.8K2026-10-20
RDA Financial Network
DECREASED714761-47-6%$893.7K$678.4K-$215.3K2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED71471400%$838.9K$678.7K-$160.2K2026-10-15
ARS Wealth Advisors Group, LLC
INCREASED713635+78+12%$746.2K$677.9K-$68.3K2026-10-16
Signature Wealth Management Partners, LLC
DECREASED713733-20-3%$861.4K$678.0K-$183.5K2026-10-21
Financial Insights, Inc.
INCREASED711699+12+2%$821.2K$675.8K-$145.4K2026-10-27
Davidson Trust Co
DECREASED710745-35-5%$875.3K$674.8K-$200.4K2026-10-09
Mitchell Sinkler & Starr
UNCHANGED70670600%$829.5K$671.0K-$158.4K2026-10-13
Kozak & Associates, Inc.
DECREASED705707-20%$802.1K$619.1K-$183.0K2026-10-29
StoryOne LLC
INCREASED704354+350+99%$415.9K$669.1K+$253.2K2026-10-13
Investment Management Corp
DECREASED704741-37-5%$870.9K$668.7K-$202.2K2026-11-03
SmartHarvest Portfolios, LLC
DECREASED7031,002-299-30%$1.2M$668.2K-$508.7K2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED701747-46-6%$877.6K$666.3K-$211.3K2026-10-09
Milestone Asset Management, LLC
DECREASED699776-77-10%$912.3K$664.9K-$247.3K2026-10-15
Carson Advisory Inc.
INCREASED699688+11+2%$808.3K$664.4K-$143.9K2026-11-06
Westside Investment Management, Inc.
INCREASED697637+60+9%$748.5K$676.9K-$71.6K2026-11-02
Santori & Peters, Inc.
DECREASED696701-5-1%$823.6K$661.6K-$162.0K2026-10-26
St. Clair Advisors, LLC
UNCHANGED69669600%$817.7K$661.5K-$156.2K2026-10-13
Univest Financial Corp
INCREASED695625+70+11%$734.3K$660.6K-$73.7K2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED69469400%$815.4K$815.4K$02026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED69369300%$814.2K$658.7K-$155.5K2026-10-21
Kelleher Financial Advisors
DECREASED692875-183-21%$1.0M$657.7K-$370.3K2026-10-30
Essential Partners LLC
DECREASED689829-140-17%$974.1K$654.9K-$319.2K2026-10-14
Brown Miller Wealth Management, LLC
INCREASED688675+13+2%$793.2K$654.1K-$139.1K2026-11-02
SJS Investment Consulting Inc.
DECREASED6861,054-368-35%$1.2M$652.0K-$586.6K2026-10-26
Avondale Wealth Management
INCREASED685510+175+34%$599.2K$651.1K+$51.9K2026-10-15
Clean Yield Group
UNCHANGED68568500%$804.8K$651.1K-$153.7K2026-10-28
Ring Mountain Capital, LLC
INCREASED683624+59+9%$733.1K$649.2K-$83.9K2026-10-13
Langley Wealth Management, LLC
INCREASED683679+4+1%$797.9K$649.5K-$148.4K2026-11-04
Old Mission Investment Co LLC
DECREASED682727-45-6%$854.4K$648.3K-$206.1K2026-10-22
TrinityBridge Ltd
INCREASED682681+1+0%$800.0K$648.0K-$152.0K2026-10-30
Rossby Financial, LCC
INCREASED681557+124+22%$654.4K$647.3K-$7.1K2026-11-05
MSH Capital Advisors LLC
INCREASED677657+20+3%$771.7K$643.5K-$128.2K2026-11-03
Natural Investments, LLC
DECREASED676989-313-32%$1.2M$642.3K-$518.7K2026-11-06
Berman McAleer LLC
UNCHANGED67567500%$793.3K$641.8K-$151.5K2026-10-16
Monument Capital Management
DECREASED674702-28-4%$824.8K$640.6K-$184.1K2026-10-09
Nadler Financial Group, Inc.
INCREASED673654+19+3%$768.4K$639.7K-$128.7K2026-10-23
Prota Financial, LLC
INCREASED673655+18+3%$743.0K$664.6K-$78.4K2026-10-08
Nicholas Hoffman & Company, Llc.
DECREASED665675-10-1%$793.5K$632.5K-$161.0K2026-10-30
First National Bank Sioux Falls
INCREASED663419+244+58%$409.9K$630.2K+$220.3K2026-10-13
BOS Asset Management, LLC
DECREASED662714-52-7%$838.9K$629.3K-$209.6K2026-10-09
Oakworth Capital, Inc.
UNCHANGED66266200%$763.4K$629.2K-$134.2K2026-10-26
Rossmore Private Capital
INCREASED659559+100+18%$657.1K$626.4K-$30.7K2026-10-27
Partners Wealth Management, LLC
NEW658—+658——$625.5K—2026-10-28
Peachtree Investment Partners, LLC
DECREASED658878-220-25%$1.0M$625.8K-$406.0K2026-11-05
Rockland Trust Co
DECREASED657702-45-6%$824.8K$624.5K-$200.3K2026-10-05
Greatmark Investment Partners, Inc.
INCREASED656621+35+6%$729.6K$623.5K-$106.1K2026-10-28
Snider Financial Group
UNCHANGED65465400%$768.4K$621.7K-$146.7K2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED653605+48+8%$711.1K$621.0K-$90.1K2026-10-28
Abacus Planning Group, Inc.
INCREASED649577+72+12%$677.9K$616.9K-$61.0K2026-11-02
Curran Financial Partners, LLC
INCREASED646621+25+4%$729.7K$614.1K-$115.6K2026-11-04
D.B. Root & Company, LLC
DECREASED645751-106-14%$882.3K$613.1K-$269.3K2026-11-04
MPS Loria Financial Planners, LLC
INCREASED642618+24+4%$726.1K$610.3K-$115.9K2026-10-14
Grove Street Fiduciary, LLC
UNCHANGED64064000%$751.9K$608.3K-$143.6K2026-10-13
Trust Co of Kansas
UNCHANGED64064000%$752.0K$608.0K-$144.0K2026-11-06
Lodestar Private Asset Management LLC
DECREASED639647-8-1%$760.1K$607.4K-$152.8K2026-10-26
First Command Advisory Services, Inc.
INCREASED638404+234+58%$474.7K$606.4K+$131.7K2026-11-05
Werba Rubin Papier Wealth Management
INCREASED638582+56+10%$683.8K$606.5K-$77.3K2026-11-06
Oarsman Capital, Inc.
INCREASED637413+224+54%$485.2K$605.5K+$120.2K2026-11-05
WealthPLAN Partners, LLC
INCREASED637575+62+11%$675.9K$605.8K-$70.1K2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED637622+15+2%$731.2K$605.2K-$126.0K2026-10-20
GHP Investment Advisors, Inc.
INCREASED636552+84+15%$648.1K$604.2K-$43.9K2026-10-15
Dillon & Associates Inc
INCREASED636574+62+11%$674.0K$604.0K-$70.0K2026-10-22
Allen Capital Group, LLC
DECREASED636667-31-5%$783.6K$604.5K-$179.1K2026-10-27
Paragon Private Wealth Management, LLC
DECREASED633650-17-3%$763.9K$602.0K-$162.0K2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED632596+36+6%$700.3K$600.8K-$99.5K2026-10-28
Tufton Capital Management
DECREASED630631-10%$741.0K$599.0K-$142.0K2026-10-20
Asset One Wealth Management LLC
INCREASED629315+314+100%$332.7K$597.7K+$265.0K2026-11-02
Kingdom Financial Group Llc.
DECREASED628635-7-1%$745.7K$596.9K-$148.8K2026-11-04
Winthrop Advisory Group LLC
INCREASED627579+48+8%$680.5K$596.1K-$84.4K2026-10-22
Lauterbach Financial Advisors, LLC
DECREASED626636-10-2%$747.2K$595.0K-$152.2K2026-10-21
Impact Capital Partners LLC
DECREASED624632-8-1%$742.5K$593.1K-$149.4K2026-10-22
Provenance Wealth Advisors, LLC
INCREASED62073+547+749%$85.8K$589.3K+$503.6K2026-10-30
Riversedge Advisors, LLC
INCREASED620592+28+5%$695.5K$589.3K-$106.2K2026-10-09
Bonness Enterprises Inc
UNCHANGED62062000%$728.4K$589.3K-$139.1K2026-10-08
B.A. Schrock Wealth Management, Inc.
NEW613—+613——$605.3K—2026-10-15
Foster Group, Inc.
INCREASED612582+30+5%$684.0K$581.9K-$102.1K2026-10-13
May Hill Capital, LLC
DECREASED612633-21-3%$743.7K$581.7K-$162.0K2026-11-03
Register Financial Advisors LLC
INCREASED612610+2+0%$716.7K$581.7K-$135.0K2026-10-23
Forza Wealth Management, LLC
UNCHANGED61161100%$717.8K$580.7K-$137.1K2026-10-20
Jacobsen Capital Management
INCREASED610607+3+0%$713.1K$579.8K-$133.3K2026-10-27
One Day In July LLC
INCREASED608602+6+1%$707.3K$578.0K-$129.4K2026-10-30
Laurel Wealth Advisors LLC
INCREASED607518+89+17%$608.6K$576.9K-$31.6K2026-10-27
Duff & Phelps Investment Management Co
INCREASED606561+45+8%$659.1K$576.0K-$83.1K2026-11-06
Summit Wealth Group LLC / Co
INCREASED605510+95+19%$599.2K$575.1K-$24.1K2026-10-29
Private Client Services, LLC
INCREASED605584+21+4%$686.3K$575.2K-$111.1K2026-10-02
Bangor Savings Bank
DECREASED605625-20-3%$734.3K$575.0K-$159.2K2026-10-06
RFG Holdings, Inc.
DECREASED605611-6-1%$717.8K$575.0K-$142.8K2026-10-30
Counterpoint Mutual Funds LLC
INCREASED602281+321+114%$330.1K$572.2K+$242.1K2026-10-16
CJM Wealth Advisers, Ltd.
INCREASED601523+78+15%$614.6K$571.6K-$43.0K2026-10-27
Peterson Wealth Services
INCREASED601525+76+14%$617.2K$570.8K-$46.4K2026-10-26
First Premier Bank
DECREASED600697-97-14%$819$570.0K+$569.2K2026-10-13
Cahaba Wealth Management, Inc.
INCREASED600599+1+0%$703.7K$570.5K-$133.2K2026-10-26
Waystone Advisors LLC
UNCHANGED59959900%$703.7K$703.7K$02026-10-16
Evermay Wealth Management LLC
DECREASED598610-12-2%$716.8K$568.4K-$148.4K2026-11-05
Lyell Wealth Management, LP
DECREASED597628-31-5%$737.8K$567.4K-$170.4K2026-10-30
Hohimer Wealth Management, LLC
INCREASED597580+17+3%$681.4K$567.4K-$114.0K2026-11-04
Little House Capital LLC
DECREASED597600-30%$704.9K$567.5K-$137.5K2026-11-06
Genesee Capital Advisors, LLC
INCREASED596528+68+13%$620.5K$566.8K-$53.7K2026-10-20
Central Valley Advisors, LLC
DECREASED596644-48-7%$755.7K$566.5K-$189.2K2026-10-27
AXS Investments LLC
INCREASED59518+577+3206%$21.1K$565.5K+$544.4K2026-11-04
Staley Capital Advisers Inc
INCREASED595543+52+10%$637.9K$565.5K-$72.4K2026-11-06
Tucker Asset Management LLC
INCREASED594481+113+23%$565.1K$564.6K-$5022026-10-29
CRA Financial Services, LLC
UNCHANGED59359300%$696.9K$563.4K-$133.5K2026-10-16
StrongBox Wealth, LLC
INCREASED590132+458+347%$155.1K$561.3K+$406.3K2026-11-02
Steel Grove Capital Advisors, LLC
NEW589—+589——$559.8K—2026-10-13
Bell & Brown Wealth Advisors, LLC
DECREASED589609-20-3%$715.5K$559.8K-$155.7K2026-10-16
Argus Investors' Counsel, Inc.
NEW588—+588——$558.9K—2026-10-09
Eubel Brady & Suttman Asset Management Inc
DECREASED588619-31-5%$727.0K$559.0K-$168.0K2026-11-04
Norris Perne & French LLP
DECREASED588607-19-3%$713.2K$559.0K-$154.2K2026-10-23
Core Wealth Partners LLC
INCREASED586515+71+14%$605.1K$557.0K-$48.1K2026-11-02
BCU Wealth Advisors, LLC
UNCHANGED58558500%$687.0K$556.0K-$131.0K2026-10-16
Archvest Wealth Advisors, Inc.
INCREASED584570+14+2%$669.8K$555.2K-$114.6K2026-10-29
LifeGoal Investments, LLC
INCREASED582500+82+16%$587.4K$553.2K-$34.2K2026-10-09
Columbia Asset Management
DECREASED578635-57-9%$746.4K$549.7K-$196.7K2026-10-19
Diligent Investors, LLC
DECREASED578619-41-7%$727.3K$549.4K-$177.9K2026-10-21
Fourpath Capital Management, LLC
UNCHANGED57857800%$678.7K$549.1K-$129.6K2026-10-19
Compass Ion Advisors, LLC
DECREASED576581-5-1%$682.6K$547.5K-$135.1K2026-10-23
Waterfront Wealth Inc.
UNCHANGED57657600%$628.7K$512.5K-$116.2K2026-11-03
Towne Trust Company, N.a
DECREASED575680-105-15%$798.9K$546.5K-$252.4K2026-10-28
Ameliora Wealth Management Ltd.
DECREASED575610-35-6%$716.7K$546.5K-$170.1K2026-10-23
Westhampton Capital, LLC
INCREASED574562+12+2%$660.3K$545.6K-$114.7K2026-10-30
Community Bank, N.A.
INCREASED574570+4+1%$669.7K$545.6K-$124.1K2026-11-06
1834 Investment Advisors Co
INCREASED573434+139+32%$509.9K$544.6K+$34.7K2026-10-16
Peak Financial Management, Inc.
INCREASED572512+60+12%$602.1K$544.2K-$57.9K2026-10-16
55 North Private Wealth, LLC
DECREASED572588-16-3%$690.8K$543.7K-$147.1K2026-10-20
L. Roy Papp & Associates, LLP
INCREASED571552+19+3%$648.5K$542.7K-$105.8K2026-10-21
Randall & Associates Wealth Management
INCREASED570549+21+4%$645.0K$541.8K-$103.2K2026-10-20
Crusonia Wealth Advisors LLC
INCREASED570560+10+2%$657.8K$541.7K-$116.1K2026-10-26
Willis Johnson Wealth, Inc.
INCREASED568565+3+1%$663.5K$539.8K-$123.7K2026-11-03
Sage Rhino Capital LLC
DECREASED568569-10%$668.9K$540.2K-$128.7K2026-10-28
Vaughan David Investments LLC
UNCHANGED56756700%$666.0K$539.0K-$127.0K2026-11-05
Beacon Financial Advisory LLC
INCREASED566515+51+10%$605.1K$538.0K-$67.1K2026-10-16
Alpha Family Trust
UNCHANGED56656600%$665.0K$665.0K$02026-11-04
UMB Private Wealth Management, LLC
NEW565—+565——$537.0K—2026-10-19
Lazari Capital Management, Inc.
DECREASED564565-10%$663.5K$535.9K-$127.7K2026-10-20
BCS Wealth Management
DECREASED563575-12-2%$675.5K$535.1K-$140.4K2026-11-03
BKM Wealth Management, LLC
UNCHANGED56356300%$661.4K$535.1K-$126.3K2026-10-22
First Financial Bank - Trust Division
INCREASED561530+31+6%$622.7K$533.2K-$89.5K2026-10-01
Prentice Wealth Management LLC
INCREASED561550+11+2%$646.2K$533.2K-$112.9K2026-10-20
D'Orazio & Associates, Inc.
DECREASED561568-7-1%$667.7K$533.5K-$134.2K2026-11-04
Market Street Wealth Management Advisors LLC
INCREASED560559+1+0%$656.7K$532.4K-$124.4K2026-10-09
Wendell David Associates Inc
UNCHANGED56056000%$658.0K$532.0K-$126.0K2026-10-27
Waters Parkerson & Co., LLC
UNCHANGED55955900%$656.7K$531.3K-$125.4K2026-11-04
Biltmore Family Office, LLC
INCREASED558552+6+1%$648.8K$530.4K-$118.4K2026-11-03
Traveka Wealth, LLC
DECREASED558560-20%$657.9K$530.4K-$127.5K2026-10-19
Wilkins Investment Counsel Inc
UNCHANGED55855800%$655.6K$530.4K-$125.2K2026-11-03
True Link Financial Advisors, LLC
DECREASED556575-19-3%$675.5K$528.5K-$147.1K2026-10-27
TMB Capital Partners, LLC
DECREASED555571-16-3%$670.9K$527.5K-$143.3K2026-10-20
Southern Capital Advisors, LLC
INCREASED553548+5+1%$643.4K$525.4K-$118.0K2026-10-26
Horizon Wealth Management, LLC
DECREASED551566-15-3%$665.0K$523.8K-$141.3K2026-11-02
Baldwin Wealth Partners LLC
INCREASED550379+171+45%$445.3K$522.8K+$77.5K2026-10-13
Ervin Investment Management, LLC
UNCHANGED55055000%$646.2K$522.8K-$123.4K2026-10-23
Willow Creek Capital Management, Inc.
UNCHANGED55055000%$646.2K$646.2K$02026-10-16
Cidel Asset Management Inc
UNCHANGED55055000%$646.2K$522.8K-$123.4K2026-10-29
Wingate Wealth Advisors, Inc.
INCREASED549507+42+8%$595.7K$521.8K-$73.8K2026-10-26
Montgomery Investment Management Inc
UNCHANGED54954900%$645.0K$521.8K-$123.2K2026-10-26
Postrock Partners LLC
UNCHANGED54654600%$641.5K$519.0K-$122.5K2026-11-02
Capital Management Associates, Inc
UNCHANGED54654600%$641.5K$519.0K-$122.5K2026-10-20
Prentiss Smith & Co Inc
DECREASED544587-43-7%$689.6K$517.1K-$172.6K2026-10-27
Courage Miller Partners, LLC
UNCHANGED54454400%$639.1K$517.1K-$122.1K2026-10-21
Virtus Wealth Solutions LLC
DECREASED54217,291-16,749-97%$20.3M$514.7K-$19.8M2026-11-03
Westbourne Investment Advisors, Inc.
INCREASED542492+50+10%$578.0K$515.2K-$62.9K2026-10-20
SLT Holdings LLC
UNCHANGED54254200%$636.8K$515.2K-$121.6K2026-10-15
NBZ Investment Advisors LLC
UNCHANGED54154100%$635.6K$514.2K-$121.4K2026-10-30
Wealthcare Capital Partners, LLC
INCREASED540530+10+2%$623.1K$513.7K-$109.4K2026-10-21
Baker Tilly Wealth Management, LLC
DECREASED540546-6-1%$641.6K$513.7K-$127.9K2026-10-05
Aviance Capital Partners, LLC
DECREASED539574-35-6%$674.6K$512.5K-$162.1K2026-10-29
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED538412+126+31%$484.0K$511.4K+$27.3K2026-11-06
Almanack Investment Partners, Llc.
INCREASED536470+66+14%$552.4K$509.5K-$42.9K2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED535525+10+2%$616.5K$508.5K-$108.0K2026-10-14
Marietta Wealth Management, LLC
UNCHANGED53553500%$628.6K$503.9K-$124.7K2026-10-22
Mayfair Advisory Group, LLC
INCREASED534526+8+2%$533.9K$507.7K-$26.2K2026-10-20
Sutton Place Investors LLC
INCREASED534530+4+1%$622.7K$507.6K-$115.1K2026-10-20
Yelin Lapidot Holdings Management Ltd.
UNCHANGED53453400%$627.4K$507.6K-$119.8K2026-10-26
SeaBridge Investment Advisors LLC
INCREASED533516+17+3%$606.2K$506.6K-$99.6K2026-11-02
Hartford Financial Management Inc.
UNCHANGED53253200%$625.0K$505.7K-$119.4K2026-10-21
Aull & Monroe Investment Management Corp
UNCHANGED53153100%$623.9K$504.7K-$119.1K2026-10-16
Foresight Capital Management Advisors, Inc.
DECREASED529530-10%$622.7K$502.9K-$119.8K2026-10-27
Beverly Hills Private Wealth, LLC
INCREASED527317+210+66%$372.2K$500.8K+$128.5K2026-11-04
Sunpointe, LLC
DECREASED527549-22-4%$645.4K$501.2K-$144.2K2026-10-22
Ariadne Wealth Management, LP
DECREASED527531-4-1%$623.9K$500.9K-$122.9K2026-11-06
Autumn Glory Partners, LLC
DECREASED527529-20%$621.5K$500.9K-$120.6K2026-10-26
Encompass Wealth Advisors, LLC
INCREASED526260+266+102%$305.6K$500.1K+$194.6K2026-10-15
Kestra Investment Management, LLC
INCREASED525354+171+48%$416.0K$499.1K+$83.1K2026-11-04
Lynch & Associates
INCREASED525524+1+0%$615.6K$499.0K-$116.6K2026-10-13
Veltria Advisors Corp.
UNCHANGED52552500%$616.8K$499.0K-$117.8K2026-11-05
Summit Financial Strategies, Inc.
INCREASED524465+59+13%$546.1K$497.6K-$48.5K2026-10-14
PFS Partners, LLC
INCREASED523513+10+2%$602.5K$497.0K-$105.4K2026-10-21
6th Street Advisors, LLC
DECREASED519608-89-15%$714.6K$493.3K-$221.3K2026-10-14
Southern Financial Group, LLC
INCREASED519510+9+2%$599.7K$493.9K-$105.8K2026-10-30
Hurlow Wealth Management Group, Inc.
DECREASED519521-20%$612.1K$493.3K-$118.8K2026-10-29
Gemmer Asset Management LLC
DECREASED518547-29-5%$642.7K$492.4K-$150.3K2026-10-16
Petros Family Wealth, LLC
INCREASED515472+43+9%$554.5K$489.5K-$65.0K2026-10-28
Quad-Cities Investment Group, LLC
UNCHANGED51551500%$605.5K$489.9K-$115.6K2026-10-16
MFG Investments, LLC
NEW514—+514——$488.9K—2026-10-30
Ejmk Ventures LLC
INCREASED511401+110+27%$471.3K$485.7K+$14.5K2026-10-21
Hickory Point Bank & Trust
UNCHANGED51051000%$599.2K$484.8K-$114.4K2026-10-01
Plante Moran Financial Advisors, LLC
DECREASED509540-31-6%$633.9K$483.3K-$150.5K2026-11-04
Flagship Wealth Advisors, LLC
UNCHANGED50850800%$596.8K$482.8K-$114.0K2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED507349+158+45%$410.0K$481.9K+$71.9K2026-11-02
West Wealth Group, LLC
INCREASED505490+15+3%$575.7K$480.3K-$95.5K2026-10-14
Shum Financial Group, Inc.
INCREASED504467+37+8%$548.7K$479.0K-$69.6K2026-10-13
E&G Advisors, LLC
INCREASED502430+72+17%$505.2K$477.1K-$28.0K2026-10-13
Rational Advisors, Inc.
NEW500—+500——$475.2K—2026-11-02
Fairscale Capital, LLC
INCREASED500499+1+0%$586.5K$428.9K-$157.6K2026-11-04
Lynch Asset Management, Inc.
UNCHANGED50050000%$587.4K$475.2K-$112.2K2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED49849800%$585.5K$473.7K-$111.8K2026-10-16
Abacus Wealth Partners, LLC
DECREASED496572-76-13%$672.0K$471.4K-$200.6K2026-11-03
Barrett & Company, Inc.
DECREASED496541-45-8%$636.1K$471.8K-$164.3K2026-10-22
Fermata Advisors, LLC
INCREASED496476+20+4%$559.3K$471.5K-$87.8K2026-10-13
Canopy Partners, LLC
DECREASED494501-7-1%$588.6K$469.5K-$119.1K2026-10-28
WT Wealth Management
INCREASED492180+312+173%$211.5K$467.8K+$256.4K2026-10-13
Tranquility Partners, LLC
DECREASED492508-16-3%$596.8K$467.6K-$129.2K2026-10-20
Dupree Financial Group, LLC
NEW491—+491——$466.7K—2026-10-09
MW Advisory, LLC
INCREASED491435+56+13%$511.1K$466.7K-$44.4K2026-10-19
Three Seasons Wealth, LLC
INCREASED489397+92+23%$466.4K$464.8K-$1.6K2026-11-03
Stephenson & Company, Inc.
NEW488—+488——$464.0K—2026-10-30
Roof Eidam Maycock Peralta, LLC
DECREASED486814-328-40%$956.3K$461.9K-$494.4K2026-10-15
Foundry Financial LLC
INCREASED483428+55+13%$503.2K$458.6K-$44.5K2026-10-16
TriaGen Wealth Management LLC
DECREASED481502-21-4%$589.9K$457.3K-$132.6K2026-10-14
4J Wealth Management LLC
DECREASED481484-3-1%$568.6K$457.2K-$111.4K2026-11-02
Guardian Capital, LLC
DECREASED480548-68-12%$643.9K$456.3K-$187.6K2026-11-06
Integrity Advisory Solutions, LLC
INCREASED478409+69+17%$480.7K$454.5K-$26.2K2026-10-29
Northbridge Financial Group, LLC
INCREASED475308+167+54%$361.9K$488.9K+$127.0K2026-11-05
Warren Street Wealth Advisors, LLC
INCREASED474423+51+12%$497.0K$450.5K-$46.4K2026-11-04
KPP Advisory Services LLC
INCREASED474425+49+12%$499.6K$450.5K-$49.1K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED47147100%$534.3K$447.7K-$86.6K2026-10-29
Thrive Wealth Management, LLC
INCREASED470387+83+21%$455.0K$447.0K-$8.0K2026-10-13
Successful Portfolios LLC
DECREASED470471-10%$508.2K$464.8K-$43.4K2026-10-09
Sprinkle Financial Consultants LLC
UNCHANGED47047000%$552.2K$446.7K-$105.5K2026-10-09
NBH Bank
DECREASED469479-10-2%$562.8K$445.8K-$117.0K2026-11-05
Kentucky Trust Co
DECREASED469476-7-1%$559.2K$445.8K-$113.5K2026-10-15
Financial Solutions Advisory Group, Inc.
INCREASED468448+20+4%$481.7K$431.1K-$50.6K2026-10-28
Fort Henry Capital, LLC
UNCHANGED46846800%$549.8K$444.8K-$105.0K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED467412+55+13%$484.4K$444.2K-$40.2K2026-10-14
Hilton Head Capital Partners, LLC
INCREASED467461+6+1%$541.7K$444.1K-$97.7K2026-10-23
Cypress Point Wealth Management, LLC
INCREASED464434+30+7%$509.9K$441.0K-$68.9K2026-11-03
Palisade Asset Management, LLC
INCREASED464444+20+5%$521.6K$441.0K-$80.6K2026-11-03
Means Investment Co., Inc.
DECREASED463674-211-31%$792.3K$440.5K-$351.8K2026-11-03
Eagle Wealth Advisors LLC
DECREASED462464-20%$545.1K$439.1K-$106.0K2026-10-20
Northcape Wealth Management, LLC
UNCHANGED46246200%$542.8K$439.1K-$103.7K2026-11-04
Luts & Greenleigh Group, Inc.
DECREASED461471-10-2%$553.5K$438.3K-$115.2K2026-11-05
Alliance Wealth Advisors, LLC
DECREASED460474-14-3%$556.9K$437.2K-$119.7K2026-10-14
Focused Alpha, LLC
DECREASED4591,343-884-66%$1.6M$436.3K-$1.1M2026-10-20
Fusion Capital, LLC
INCREASED459442+17+4%$519.6K$436.7K-$82.9K2026-10-28
Silver Grove Financial Group, Inc.
INCREASED459450+9+2%$528.7K$436.3K-$92.4K2026-11-05
Collaborative Fund Advisors, LLC
DECREASED458661-203-31%$776.6K$435.3K-$341.3K2026-11-02
Willow Creek Wealth Management Inc.
DECREASED456490-34-7%$575.7K$433.4K-$142.3K2026-10-26
Drum Hill Capital, LLC
INCREASED455377+78+21%$442.9K$432.5K-$10.5K2026-10-20
Wealth Alliance Advisory Group, LLC
DECREASED455485-30-6%$569.8K$432.6K-$137.3K2026-10-14
Reynders McVeigh Capital Management, LLC
DECREASED455472-17-4%$555.0K$432.1K-$122.9K2026-10-30
City State Bank
INCREASED453440+13+3%$516.9K$430.6K-$86.4K2026-10-20
NewSquare Capital LLC
INCREASED452334+118+35%$392.4K$429.6K+$37.2K2026-11-06
Verus Financial Partners, Inc.
INCREASED451446+5+1%$524.0K$428.7K-$95.3K2026-10-29
Burns Matteson Capital Management, LLC
DECREASED451452-10%$531.1K$428.7K-$102.4K2026-10-16
Financial Council, LLC
UNCHANGED45145100%$529.9K$428.7K-$101.2K2026-11-02
Weatherly Asset Management L. P.
INCREASED450218+232+106%$256.2K$427.8K+$171.6K2026-10-20
Centerline Wealth Advisors, LLC
UNCHANGED44844800%$526.3K$425.8K-$100.5K2026-10-15
TFC Financial Management, Inc.
DECREASED4471,710-1,263-74%$2.0M$424.9K-$1.6M2026-10-26
MV Capital Management, Inc.
DECREASED447449-20%$527.5K$424.9K-$102.6K2026-10-29
Pinion Investment Advisors, LLC
INCREASED446429+17+4%$504.0K$423.9K-$80.1K2026-11-04
Live Oak Private Wealth LLC
DECREASED446453-7-2%$532.2K$423.9K-$108.3K2026-11-02
Central Bank & Trust Co
UNCHANGED44644600%$524.0K$423.9K-$100.1K2026-10-09
Addison Advisors LLC
INCREASED445437+8+2%$513.5K$423.1K-$90.4K2026-11-06
Certified Advisory Corp
DECREASED445451-6-1%$530.3K$423.3K-$106.9K2026-10-29
First Business Financial Services, Inc.
INCREASED444309+135+44%$363.0K$422.0K+$59.0K2026-10-29
Pinnacle Bancorp, Inc.
INCREASED443434+9+2%$509.9K$421.1K-$88.8K2026-10-21
First Community Trust NA
DECREASED441448-7-2%$526.3K$419.2K-$107.2K2026-10-07
Hidden Cove Wealth Management, LLC
DECREASED440450-10-2%$528.3K$417.9K-$110.4K2026-10-19
Key Client Fiduciary Advisors, LLC
DECREASED439440-10%$516.9K$417.4K-$99.6K2026-10-19
True Private Wealth Advisors
INCREASED439438+1+0%$514.4K$418.1K-$96.3K2026-10-19
LifeSteps Financial, Inc.
DECREASED438453-15-3%$532.2K$416.6K-$115.6K2026-10-15
Clark Asset Management, LLC
INCREASED437435+2+0%$511.1K$415.4K-$95.7K2026-10-19
Beacon Financial Group
INCREASED436359+77+21%$421.8K$414.4K-$7.4K2026-10-19
Level Wealth Management LLC
UNCHANGED43543500%$511.3K$413.5K-$97.8K2026-10-23
Black Diamond Financial, LLC
INCREASED434364+70+19%$427.8K$412.7K-$15.1K2026-10-26
RFG - Bristol Wealth Advisors, LLC
INCREASED433339+94+28%$397.8K$412.0K+$14.2K2026-10-09
Ullmann Wealth Partners Group, LLC
DECREASED433435-20%$511.3K$411.7K-$99.6K2026-11-02
Genesis Private Wealth, LLC
INCREASED432423+9+2%$497.0K$410.6K-$86.4K2026-11-02
Greenfield Savings Bank
UNCHANGED43243200%$507.5K$410.6K-$96.9K2026-10-07
Camden National Bank
UNCHANGED43143100%$506.4K$409.7K-$96.7K2026-11-02
Post Resch Tallon Group Inc.
DECREASED430521-91-17%$612.1K$408.7K-$203.4K2026-10-09
Greenbush Financial Group, LLC
DECREASED430477-47-10%$560.0K$408.6K-$151.4K2026-10-15
Bedel Financial Consulting, Inc.
INCREASED429370+59+16%$434.7K$407.8K-$26.9K2026-11-06
Huntleigh Advisors, Inc.
INCREASED429426+3+1%$500.7K$407.9K-$92.8K2026-11-03
Legacy Trust
NEW428—+428——$367.2K—2026-11-06
Quintet Private Bank (Europe) S.A.
INCREASED4282+426+21300%$2.4K$406.8K+$404.5K2026-10-08
First City Capital Management, Inc.
INCREASED428358+70+20%$420.6K$406.8K-$13.8K2026-10-27
Great Diamond Partners, LLC
INCREASED427426+1+0%$500.5K$405.9K-$94.6K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED426384+42+11%$451.2K$404.9K-$46.2K2026-10-19
Wagner Wealth Management, LLC
INCREASED426402+24+6%$472.1K$404.8K-$67.2K2026-10-21
Townsend & Associates, Inc
INCREASED426421+5+1%$454.3K$392.4K-$61.9K2026-10-23
Advisortrust Partners, LLC
INCREASED425357+68+19%$419.4K$404.0K-$15.5K2026-11-02
Coyle Financial Counsel LLC
DECREASED424475-51-11%$558.1K$403.0K-$155.1K2026-10-28
Ledyard National Bank
INCREASED424416+8+2%$488.7K$403.0K-$85.7K2026-10-21
Stevens Capital Partners
INCREASED421313+108+35%$367.9K$400.3K+$32.4K2026-10-29
Activest Wealth Management
INCREASED421397+24+6%$466.4K$400.2K-$66.3K2026-10-15
Cowa, LLC
UNCHANGED42142100%$494.6K$400.2K-$94.5K2026-10-30
Boit C F David
UNCHANGED42142100%$494.6K$400.2K-$94.5K2026-10-29
Analyst IMS Investment Management Services Ltd.
DECREASED420994-574-58%$1.2M$399.0K-$769.0K2026-11-05
Atwood & Palmer Inc
INCREASED420260+160+62%$305.7K$399.4K+$93.7K2026-10-08
Verity Asset Management, Inc.
UNCHANGED41941900%$492.0K$398.1K-$93.9K2026-10-30
JSF Financial, LLC
INCREASED418230+188+82%$270.6K$397.7K+$127.1K2026-10-22
Mirador Capital Partners LP
INCREASED418408+10+2%$479.4K$397.3K-$82.0K2026-10-09
Baron Wealth Management LLC
INCREASED418415+3+1%$487.7K$397.4K-$90.3K2026-10-27
Fell Capital Management
UNCHANGED41841800%$491.1K$397.3K-$93.8K2026-10-09
Winebrenner Capital Management LLC
DECREASED416436-20-5%$512.4K$395.5K-$116.8K2026-10-07
Vista Capital Partners, Inc.
NEW415—+415——$394.5K—2026-11-06
Cornell Pochily Investment Advisors, Inc.
DECREASED415418-3-1%$491.3K$394.6K-$96.7K2026-10-19
Alliance Wealth Advisors, LLC
DECREASED414515-101-20%$605.1K$393.5K-$211.6K2026-10-28
Fee-Only Financial Planning, L.C.
UNCHANGED41441400%$486.4K$393.5K-$92.9K2026-10-23
Burton Enright Welch
INCREASED413392+21+5%$460.8K$392.8K-$68.1K2026-11-04
Naples Global Advisors, LLC
INCREASED412410+2+0%$482.2K$391.9K-$90.3K2026-11-05
Payden & Rygel
INCREASED410280+130+46%$329.0K$390.0K+$61.0K2026-10-28
Bell Bank
DECREASED410412-20%$484.0K$389.7K-$94.3K2026-10-21
Gladwyn Financial Advisors, Inc.
UNCHANGED41041000%$481.6K$389.6K-$92.0K2026-10-05
Centurion Wealth Management LLC
DECREASED409422-13-3%$495.8K$388.8K-$107.0K2026-10-13
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED406433-27-6%$508.2K$385.5K-$122.7K2026-11-03
Warwick Investment Management, Inc.
INCREASED406386+20+5%$453.5K$385.9K-$67.6K2026-10-19
Southland Equity Partners LLC
DECREASED405583-178-31%$685.0K$385.0K-$300.0K2026-10-14
First Nebraska Trust Co
UNCHANGED40540500%$475.8K$384.9K-$90.9K2026-10-30
Syntegra Private Wealth Group, LLC
DECREASED404437-33-8%$513.4K$384.0K-$129.4K2026-10-13
Hobart Private Capital, LLC
INCREASED404385+19+5%$452.3K$384.0K-$68.3K2026-10-19
Elite Life Management LLC
INCREASED404386+18+5%$392.9K$311.3K-$81.6K2026-11-06
Capital Asset Advisory Services LLC
DECREASED404409-5-1%$480.8K$334.5K-$146.3K2026-10-30
PTM Wealth Management, LLC
UNCHANGED40440400%$409.6K$415.5K+$5.8K2026-10-23
Hummer Financial Advisory Services Inc
UNCHANGED40440400%$474.8K$384.2K-$90.6K2026-10-09
Marion Wealth Management
INCREASED403350+53+15%$411.4K$383.2K-$28.2K2026-10-22
Raab & Moskowitz Asset Management LLC
UNCHANGED40340300%$473.5K$383.1K-$90.4K2026-11-02
Power Wealth Management LLC
INCREASED401296+105+35%$347.8K$381.1K+$33.4K2026-10-27
Financial Synergies Wealth Advisors, Inc.
INCREASED400393+7+2%$461.8K$380.3K-$81.5K2026-10-16
Lincoln Capital Corp
UNCHANGED40040000%$469.9K$380.2K-$89.7K2026-10-13
Tortoise Investment Management, LLC
INCREASED399391+8+2%$459.5K$379.4K-$80.1K2026-11-06
Horst & Graben Wealth Management LLC
DECREASED399401-20%$454.9K$379.2K-$75.6K2026-11-02
Greystone Financial Group, LLC
INCREASED398317+81+26%$372.4K$378.3K+$5.9K2026-10-26
Sweeney & Michel, LLC
DECREASED396431-35-8%$426.8K$376.3K-$50.4K2026-10-16
Cabot Wealth Management Inc
INCREASED396372+24+6%$437.0K$376.4K-$60.7K2026-11-05
Foster Victor Wealth Advisors, LLC
INCREASED396390+6+2%$415.8K$359.8K-$56.0K2026-10-21
Marotta Asset Management
UNCHANGED39639600%$449.2K$376.4K-$72.8K2026-10-02
Cane Capital Partners, LLC
NEW395—+395——$375.4K—2026-10-23
Brucke Financial, Inc.
INCREASED395287+108+38%$337.2K$375.5K+$38.3K2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED394231+163+71%$271.5K$374.5K+$103.0K2026-10-30
Zega Investments, LLC
DECREASED391977-586-60%$1.1M$371.6K-$776.2K2026-11-04
Hilltop National Bank
DECREASED389510-121-24%$599.2K$369.7K-$229.4K2026-10-14
Wealth Architects, LLC
DECREASED389469-80-17%$551.4K$370.7K-$180.8K2026-11-03
Titleist Asset Management, LLC
DECREASED389400-11-3%$470.2K$370.0K-$100.2K2026-10-08
Milestone Asset Management Group, LLC
UNCHANGED38938900%$457.0K$369.8K-$87.2K2026-10-20
Whelan Financial
INCREASED388343+45+13%$402.5K$368.4K-$34.1K2026-10-28
BXM Wealth LLC
INCREASED388383+5+1%$450.0K$368.8K-$81.2K2026-11-03
Teza Capital Management LLC
INCREASED386372+14+4%$437.3K$366.9K-$70.5K2026-10-23
West Branch Capital LLC
INCREASED385267+118+44%$313.7K$365.9K+$52.3K2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED38538500%$452.7K$366.4K-$86.3K2026-10-26
Polaris Investment Advisors, LLC
UNCHANGED38538500%$452.3K$365.9K-$86.4K2026-10-20
Putney Financial Group LLC
INCREASED384316+68+22%$371.3K$365.0K-$6.3K2026-10-30
Valley National Advisers Inc
DECREASED384390-6-2%$458.2K$365.0K-$93.2K2026-10-23
Harbour Trust & Investment Management Co
NEW383—+383——$364.0K—2026-10-28
Quilter Plc
UNCHANGED38238200%$448.8K$363.1K-$85.7K2026-10-21
Guardian Partners Inc.
INCREASED381281+100+36%$330.1K$362.1K+$32.0K2026-10-21
LeConte Wealth Management, LLC
INCREASED381331+50+15%$388.9K$362.1K-$26.7K2026-10-20
Nemes Rush Group LLC
DECREASED381382-10%$448.8K$362.2K-$86.6K2026-11-04
Shelton Wealth Management, LLC
NEW380—+380——$361.2K—2026-10-16
Stonebridge Financial Group, LLC
INCREASED380365+15+4%$428.8K$361.2K-$67.6K2026-10-01
JGP Wealth Management, LLC
DECREASED380381-10%$447.6K$361.2K-$86.4K2026-10-13
Advisory Resource Group
INCREASED380379+1+0%$445.3K$361.2K-$84.1K2026-10-26
Eagle Bay Advisors LLC
INCREASED379368+11+3%$432.0K$359.8K-$72.2K2026-10-16
Terril Brothers, Inc.
DECREASED378416-38-9%$488.7K$359.3K-$129.5K2026-11-06
Pines Wealth Management, LLC
DECREASED378402-24-6%$472.3K$359.3K-$113.0K2026-10-21
Montis Financial, LLC
INCREASED378361+17+5%$424.4K$359.5K-$64.9K2026-11-04
Braeburn Wealth Management LLC
DECREASED375426-51-12%$499.8K$356.9K-$143.0K2026-10-15
W Advisors, LLC
UNCHANGED37537500%$440.6K$356.4K-$84.1K2026-11-02
Vicus Capital
DECREASED374487-113-23%$571.9K$355.1K-$216.8K2026-11-05
Stirlingshire Investments, Inc.
DECREASED374375-10%$440.9K$355.6K-$85.2K2026-11-05
Falcon Wealth Planning
INCREASED372302+70+23%$354.6K$353.4K-$1.2K2026-11-06
Innova Wealth Partners
INCREASED372310+62+20%$364.2K$353.6K-$10.6K2026-10-21
waypoint wealth counsel
INCREASED372311+61+20%$365.4K$353.6K-$11.8K2026-10-22
Benchmark Financial Wealth Advisors, LLC
INCREASED372371+1+0%$435.9K$354.0K-$81.9K2026-10-20
Leelyn Smith, LLC
INCREASED371277+94+34%$324.8K$352.2K+$27.3K2026-11-03
Friedenthal Financial
INCREASED371300+71+24%$352.5K$352.6K+$1742026-10-27
Summit Asset Management, LLC
INCREASED370357+13+4%$419.8K$352.1K-$67.8K2026-11-05
Willner & Heller, LLC
INCREASED369343+26+8%$403.4K$350.3K-$53.1K2026-10-28
Alpha Advisors, LLC
UNCHANGED36936900%$433.5K$350.7K-$82.8K2026-10-19
Parkside Investments, LLC
UNCHANGED36836800%$432.3K$349.8K-$82.6K2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED36736700%$431.2K$348.8K-$82.3K2026-10-28
Carter Financial Group, Inc.
INCREASED366333+33+10%$391.4K$348.1K-$43.3K2026-10-21
Emprise Bank
INCREASED366362+4+1%$424.1K$346.9K-$77.2K2026-10-07
Ridgeline Wealth, LLC
DECREASED364367-3-1%$431.2K$365.5K-$65.7K2026-10-14
Commonwealth Financial Services, LLC
INCREASED363298+65+22%$350.1K$345.0K-$5.1K2026-10-20
Obermeyer Wealth Partners
INCREASED363341+22+6%$400.8K$345.2K-$55.6K2026-10-21
Jeppson Wealth Management, LLC
INCREASED363362+1+0%$425.3K$345.0K-$80.3K2026-10-20
BlueSky Wealth Advisors, LLC
UNCHANGED36336300%$426.5K$345.0K-$81.4K2026-10-29
Cap Partners, LLC
INCREASED362356+6+2%$418.3K$344.1K-$74.2K2026-10-19
Carl P. Sherr & Co., LLC
INCREASED362361+1+0%$424.6K$343.7K-$80.9K2026-11-06
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED36136100%$424.1K$343.1K-$81.0K2026-11-02
Basso Capital Management, L.P.
INCREASED360185+175+95%$217.3K$341.9K+$124.5K2026-10-30
Rothwell Investment Advisors, LLC
NEW359—+359——$340.8K—2026-11-06
Dixon Fnancial Services, Inc.
NEW359—+359——$341.2K—2026-10-23
CFS Investment Advisory Services, LLC
DECREASED359369-10-3%$410.7K$369.5K-$41.3K2026-10-19
Insight Wealth Strategies, LLC
INCREASED358351+7+2%$398.7K$339.8K-$58.9K2026-10-09
Peoples Financial Services Corp.
DECREASED358359-10%$421.8K$340.3K-$81.5K2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED357297+60+20%$348.9K$339.0K-$9.9K2026-10-29
Fonville Wealth Management LLC
INCREASED356295+61+21%$346.6K$338.3K-$8.4K2026-10-28
Avid Wealth Partners LLC
DECREASED356358-2-1%$420.6K$338.4K-$82.2K2026-11-03
Tamar Securities, LLC
DECREASED355387-32-8%$455.1K$337.5K-$117.6K2026-11-03
Hudock, Inc.
DECREASED354436-82-19%$512.5K$336.7K-$175.8K2026-10-14
Finivi Inc.
INCREASED354324+30+9%$380.7K$336.4K-$44.3K2026-10-13
Hoxton Planning & Management, LLC
DECREASED352354-2-1%$415.9K$334.6K-$81.3K2026-10-15
Marino, Stram & Associates LLC
INCREASED351336+15+4%$394.5K$333.6K-$60.8K2026-10-22
Retirement Planning Group, LLC
DECREASED351364-13-4%$428.1K$334.0K-$94.1K2026-10-19
Argentarii, LLC
DECREASED350352-2-1%$356.6K$333.1K-$23.5K2026-10-28
GSG Advisors LLC
INCREASED349328+21+6%$385.4K$331.7K-$53.6K2026-11-03
Mlp3, LLC
DECREASED349362-13-4%$424.9K$331.6K-$93.4K2026-10-22
Foster Dykema Cabot & Partners, LLC
UNCHANGED34934900%$410.2K$331.7K-$78.5K2026-10-30
Trek Financial, LLC
INCREASED347261+86+33%$306.6K$329.5K+$22.8K2026-10-29
Capital Advantage, Inc.
UNCHANGED34734700%$407.7K$329.8K-$77.9K2026-10-14
First Affirmative Financial Network
NEW346—+346——$329.1K—2026-10-21
PFW Advisors LLC
INCREASED346341+5+1%$400.6K$328.9K-$71.8K2026-10-07
Pacific Sage Partners, LLC
UNCHANGED34634600%$406.5K$328.9K-$77.6K2026-10-21
Tuttle Capital Management, LLC
NEW345—+345——$327.9K—2026-10-21
Sather Financial Group Inc
DECREASED345459-114-25%$539.3K$327.9K-$211.3K2026-10-30
Diversified Portfolios, Inc.
DECREASED345387-42-11%$454.7K$327.9K-$126.8K2026-11-04
Five Oceans Advisors
DECREASED345372-27-7%$437.0K$327.9K-$109.1K2026-10-22
Security National Bank
DECREASED345353-8-2%$414.7K$327.9K-$86.8K2026-10-26
Cypress Wealth Services, LLC
INCREASED345340+5+1%$400.0K$354.6K-$45.4K2026-10-21
Community Trust & Investment Co
UNCHANGED34534500%$405.3K$327.9K-$77.4K2026-10-15
Ascentis Wealth Management, LLC
INCREASED343299+44+15%$351.3K$326.0K-$25.3K2026-11-03
North Berkeley Wealth Management, LLC
DECREASED343361-18-5%$424.1K$326.0K-$98.1K2026-11-02
American National Bank & Trust
INCREASED343328+15+5%$385.4K$326.0K-$59.3K2026-10-07
Sigma Investment Counselors Inc
INCREASED342332+10+3%$390.3K$325.4K-$64.9K2026-10-27
River Street Advisors LLC
INCREASED341306+35+11%$359.5K$324.1K-$35.4K2026-10-22
Madden Securities Corp
INCREASED340330+10+3%$387.7K$323.2K-$64.5K2026-10-27
Aspen Wealth Management LLC
INCREASED339247+92+37%$290.5K$322.5K+$32.0K2026-10-14
True Wealth Design, LLC
INCREASED339308+31+10%$361.9K$322.2K-$39.6K2026-10-13
Capstone Wealth Management Group, Inc.
UNCHANGED33933900%$398.6K$322.5K-$76.0K2026-10-19
Founders Grove Wealth Partners, LLC
DECREASED336355-19-5%$417.1K$319.4K-$97.7K2026-10-16
Fairvoy Private Wealth, LLC
DECREASED336338-2-1%$397.6K$319.8K-$77.8K2026-10-19
Eagle Wealth Strategies LLC
UNCHANGED33433400%$392.4K$317.5K-$74.9K2026-10-20
J. L. Bainbridge & Co., Inc.
DECREASED333528-195-37%$619.7K$316.5K-$303.2K2026-10-20
Invenio Wealth Partners LLC
INCREASED333331+2+1%$388.9K$316.5K-$72.4K2026-10-20
Embree Financial Group
INCREASED332265+67+25%$311.3K$315.6K+$4.2K2026-10-22
Smith Partners Wealth Management, LLC
INCREASED332274+58+21%$321.9K$315.6K-$6.3K2026-11-05
Verity & Verity, LLC
INCREASED332286+46+16%$336.0K$315.6K-$20.4K2026-10-23
Signature Equity Partners, LLC
INCREASED332302+30+10%$354.3K$315.2K-$39.1K2026-10-29
Crumly & Associates Inc.
DECREASED332343-11-3%$403.0K$315.6K-$87.4K2026-10-07
Parkshore Wealth Management, Inc.
UNCHANGED33233200%$390.1K$315.6K-$74.5K2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
DECREASED330397-67-17%$465.9K$313.2K-$152.7K2026-10-15
Leslie Global Wealth, LLC
INCREASED330326+4+1%$383.0K$313.7K-$69.3K2026-10-26
Ridgepath Capital Management LLC
INCREASED330327+3+1%$384.6K$313.2K-$71.4K2026-10-29
First Financial Group Corp
DECREASED329340-11-3%$400.0K$313.2K-$86.8K2026-10-22
Rise Advisors, LLC
INCREASED329325+4+1%$382.2K$313.1K-$69.1K2026-10-16
Flower City Capital
UNCHANGED32932900%$386.7K$312.7K-$74.0K2026-10-15
Dagco, Inc.
INCREASED328204+124+61%$239.7K$311.8K+$72.1K2026-10-20
Occidental Asset Management, LLC
INCREASED328278+50+18%$326.6K$311.8K-$14.9K2026-11-05
Integris Wealth Management, LLC
DECREASED328331-3-1%$388.9K$311.8K-$77.1K2026-10-14
Andrews Advisory Associates, LLC
INCREASED328327+1+0%$384.2K$311.8K-$72.4K2026-10-15
Private Wealth Group, LLC
UNCHANGED32832800%$385.4K$311.8K-$73.6K2026-10-19
Johnson Bixby & Associates, LLC
UNCHANGED32832800%$385.4K$311.8K-$73.6K2026-10-14
Marathon Capital Management
DECREASED327330-3-1%$387.7K$310.8K-$76.9K2026-10-23
Affinity Capital Advisors, LLC
INCREASED326316+10+3%$364.1K$327.6K-$36.5K2026-10-13
Kavar Capital Partners Group, LLC
UNCHANGED32632600%$383.0K$309.9K-$73.1K2026-11-06
TSG Advice Partners, LLC
NEW325—+325——$382.4K—2026-10-29
Optima Capital LLC
DECREASED325327-2-1%$384.3K$308.9K-$75.4K2026-10-29
Michael Brady & Co., LLC
UNCHANGED32532500%$381.8K$308.9K-$72.9K2026-10-23
Cypress Capital, LLC
INCREASED324302+22+7%$354.8K$308.0K-$46.8K2026-10-20
Denver PWM, LLC
UNCHANGED32432400%$344.1K$307.6K-$36.5K2026-10-22
Insight Advisors, LLC/ PA
NEW323—+323——$307.0K—2026-10-22
Acorn Wealth Advisors, LLC
INCREASED323201+122+61%$236.1K$307.0K+$70.9K2026-10-19
Motive Wealth Advisors
DECREASED323344-21-6%$404.2K$307.0K-$97.1K2026-10-26
Centerpoint Advisors, LLC
INCREASED321266+55+21%$313.0K$305.0K-$8.0K2026-11-05
Horizon Financial Services, LLC
INCREASED321296+25+8%$347.8K$305.1K-$42.7K2026-11-04
United Asset Strategies, Inc.
UNCHANGED32132100%$377.4K$305.4K-$72.0K2026-10-28
Center For Asset Management LLC
NEW320—+320——$304.1K—2026-10-16
Fogel Capital Management, Inc.
UNCHANGED32032000%$376.0K$304.2K-$71.8K2026-11-04
Syverson Strege & Co
UNCHANGED32032000%$376.0K$304.2K-$71.8K2026-11-02
LS Investment Advisors, LLC
UNCHANGED31931900%$374.8K$303.2K-$71.6K2026-10-13
Sterling Investment Advisors, Ltd.
UNCHANGED31931900%$374.8K$303.2K-$71.6K2026-10-27
Heritage Investment Group, Inc.
NEW318—+318——$302.3K—2026-11-03
Genus Capital Management Inc.
DECREASED3189,708-9,390-97%$11.4M$302.3K-$11.1M2026-11-04
Colonial River Investments, LLC
DECREASED318332-14-4%$390.1K$302.3K-$87.8K2026-10-19
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED318330-12-4%$387.7K$302.4K-$85.3K2026-10-15
LMG Wealth Partners, LLC
INCREASED318315+3+1%$370.1K$302.3K-$67.8K2026-11-05
Burns J W & Co Inc
INCREASED317311+6+2%$365.4K$301.3K-$64.1K2026-10-20
Patrick M Sweeney & Associates, Inc
DECREASED317320-3-1%$376.0K$301.3K-$74.7K2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED31597+218+225%$114.7K$300.0K+$185.3K2026-10-16
Arlington Capital Management Inc
INCREASED314187+127+68%$219.7K$298.5K+$78.8K2026-10-30
Kraematon Investment Advisors, Inc
INCREASED313307+6+2%$360.2K$297.2K-$63.0K2026-11-02
Trueblood Wealth Management, LLC
INCREASED313312+1+0%$366.6K$297.5K-$69.1K2026-10-23
Fischer Financial Services, Inc.
UNCHANGED31231200%$366.6K$296.6K-$70.0K2026-10-30
United Community Bank
INCREASED311303+8+3%$356.0K$295.6K-$60.4K2026-10-28
Walled Lake Planning & Wealth Management, LLC
INCREASED311309+2+1%$363.5K$295.1K-$68.5K2026-10-29
Ables, Iannone, Moore & Associates, Inc.
NEW310—+310——$294.7K—2026-10-06
Bank Pictet & Cie (Europe) AG
UNCHANGED31031000%$364.2K$294.7K-$69.6K2026-10-20
Intrua Financial, LLC
DECREASED309593-284-48%$696.9K$293.9K-$403.0K2026-10-28
BlueChip Wealth Advisors LLC
INCREASED308190+118+62%$223.2K$292.8K+$69.5K2026-11-03
Keystone Wealth Services, LLC
INCREASED307293+14+5%$344.6K$295.8K-$48.8K2026-11-03
Chemistry Wealth Management LLC
INCREASED306284+22+8%$333.7K$290.9K-$42.8K2026-10-16
Miller Howard Investments Inc
UNCHANGED30630600%$359.5K$290.9K-$68.7K2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED30630600%$359.5K$290.9K-$68.7K2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED305312-7-2%$366.7K$290.0K-$76.7K2026-10-20
DWR Wealth Management, LLC
INCREASED305300+5+2%$330.9K$293.7K-$37.2K2026-10-13
Heartwood Wealth Advisors LLC
INCREASED304280+24+9%$329.0K$288.9K-$40.0K2026-10-05
Cantor Fitzgerald Investment Advisors L.P.
INCREASED304298+6+2%$350.1K$288.9K-$61.2K2026-10-21
Galvin, Gaustad & Stein, LLC
NEW303—+303——$288.8K—2026-10-08
EdgeRock Capital LLC
DECREASED303332-29-9%$390.1K$288.0K-$102.1K2026-11-03
McCollum Christoferson Group LLC
INCREASED302236+66+28%$277.3K$287.0K+$9.8K2026-10-13
Richard Young Associates, Ltd.
INCREASED302279+23+8%$327.8K$287.0K-$40.7K2026-11-03
Seven Mile Advisory
DECREASED302319-17-5%$374.8K$287.0K-$87.7K2026-10-22
Private Wealth Management Group, LLC
INCREASED301300+1+0%$352.5K$286.0K-$66.4K2026-10-19
Leisure Capital Management
UNCHANGED30130100%$353.6K$286.1K-$67.5K2026-11-03
Poehling Capital Management, Inc.
UNCHANGED30130100%$353.6K$286.1K-$67.5K2026-10-20
Vermillion Wealth Management, Inc.
DECREASED300353-53-15%$415.0K$285.1K-$129.9K2026-10-26
Mann Financial Group, Inc.
UNCHANGED30030000%$352.5K$285.1K-$67.3K2026-10-15
Vilga Financial Planning LLC
NEW299—+299——$284.2K—2026-10-09
Certior Financial Group, LLC
DECREASED299327-28-9%$384.3K$284.3K-$100.0K2026-10-19
Legacy Edge Advisors, LLC
INCREASED299272+27+10%$319.6K$284.2K-$35.4K2026-11-06
Royal Palms Capital LLC
UNCHANGED29929900%$351.3K$284.2K-$67.1K2026-10-23
Latitude Advisors, LLC
INCREASED298264+34+13%$310.2K$283.4K-$26.9K2026-10-27
Gen-Wealth Partners Inc
INCREASED298294+4+1%$345.5K$283.0K-$62.6K2026-11-04
Aspetuck Financial Management LLC
NEW297—+297——$282.3K—2026-11-04
Wealth Preservation Advisors, LLC
NEW297—+297——$282.3K—2026-11-05
Bullseye Investment Management, LLC
INCREASED297262+35+13%$307.8K$282.3K-$25.5K2026-10-29
Washington Growth Strategies LLC
UNCHANGED29729700%$348.9K$282.3K-$66.6K2026-10-19
Peddock Capital Advisors, LLC
DECREASED295331-36-11%$388.9K$280.4K-$108.5K2026-10-16
Townsend Asset Management Corp
INCREASED295275+20+7%$323.1K$280.4K-$42.7K2026-10-29
Richardson Financial Services Inc.
INCREASED293268+25+9%$314.9K$278.5K-$36.4K2026-10-30
AGH Wealth Advisors, LLC
INCREASED293287+6+2%$337.2K$278.5K-$58.7K2026-10-26
Gratus Wealth Advisors, LLC
UNCHANGED29329300%$344.2K$278.5K-$65.7K2026-10-26
Goldenstone Wealth Management LLC
UNCHANGED29329300%$344.2K$278.5K-$65.7K2026-11-04
Woodmont Investment Counsel LLC
INCREASED291234+57+24%$274.6K$276.3K+$1.8K2026-10-29
Elm3 Financial Group, LLC
INCREASED290279+11+4%$327.8K$275.6K-$52.1K2026-10-07
William B. Walkup & Associates, Inc.
DECREASED290299-9-3%$351.3K$275.6K-$75.6K2026-11-05
RKL Wealth Management LLC
INCREASED290288+2+1%$338.4K$275.7K-$62.7K2026-10-16
Semus Wealth Partners LLC
INCREASED289201+88+44%$236.2K$274.8K+$38.5K2026-10-22
Tenzing Financial LLC
DECREASED289295-6-2%$339.9K$262.5K-$77.3K2026-11-03
Barry Investment Advisors, LLC
UNCHANGED28928900%$339.2K$274.5K-$64.7K2026-10-14
Romano Brothers and Company
INCREASED287268+19+7%$314.9K$272.8K-$42.1K2026-10-22
Bull Street Advisors, LLC
UNCHANGED28728700%$337.0K$273.0K-$64.0K2026-10-20
bLong Financial, LLC
UNCHANGED28728700%$337.2K$272.8K-$64.4K2026-10-29
Investment Research Partners LLC
DECREASED286307-21-7%$360.7K$271.8K-$88.8K2026-10-19
Sherman Wealth Management LLC
INCREASED286285+1+0%$335.4K$271.4K-$63.9K2026-10-16
Precedent Wealth Partners, LLC
INCREASED285174+111+64%$204.4K$270.8K+$66.4K2026-10-21
Kaydan Wealth Management, Inc.
DECREASED285339-54-16%$398.3K$270.9K-$127.4K2026-10-08
Shoker Investment Counsel, Inc.
INCREASED285279+6+2%$327.8K$270.9K-$56.9K2026-11-04
Financial Consulate, Inc
DECREASED285289-4-1%$339.8K$271.1K-$68.7K2026-10-23
Accel Wealth Management
DECREASED284285-10%$334.9K$270.1K-$64.9K2026-10-13
Kelsey Financial, LLC
UNCHANGED28428400%$333.7K$269.9K-$63.7K2026-10-28
Twelve Points Wealth Management LLC
INCREASED283209+74+35%$245.8K$242.8K-$3.0K2026-11-03
Independence Financial Advisors, LLC
INCREASED283272+11+4%$319.1K$268.7K-$50.4K2026-10-08
Montz Harcus Wealth Management LLC
INCREASED281211+70+33%$247.9K$267.1K+$19.2K2026-10-09
Farmers & Merchants Trust Co of Long Beach
INCREASED281217+64+29%$254.9K$267.1K+$12.1K2026-10-22
Cora Capital Advisors LLC
UNCHANGED28128100%$330.1K$267.1K-$63.0K2026-11-02
Redwood Financial Network Corp
NEW280—+280——$266.5K—2026-11-03
Avail Investment Partners, LLC
DECREASED280301-21-7%$353.6K$266.1K-$87.5K2026-10-16
New England Capital Financial Advisors LLC
INCREASED280279+1+0%$327.8K$266.3K-$61.5K2026-11-03
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED28028000%$329.0K$266.1K-$62.8K2026-10-30
Tortuga Wealth Management, Inc
DECREASED279309-30-10%$363.0K$265.2K-$97.8K2026-10-27
Cooper S Advisors, LLC
DECREASED279288-9-3%$338.4K$265.2K-$73.2K2026-11-03
Opal Wealth Advisors, LLC
INCREASED279273+6+2%$320.4K$264.9K-$55.5K2026-10-16
Firethorn Wealth Partners, LLC
DECREASED279281-2-1%$330.0K$265.1K-$64.9K2026-10-14
Northstar Asset Management Co
UNCHANGED27827800%$282.1K$257.4K-$24.7K2026-10-22
Myriad Asset Management US LP
NEW277—+277——$263.0K—2026-11-03
Fidelity D & D Bancorp Inc
DECREASED277283-6-2%$332.5K$263.3K-$69.2K2026-11-05
Uptick Partners, LLC
NEW276—+276——$262.1K—2026-11-04
Canvas Wealth Advisors, LLC
DECREASED276288-12-4%$338.4K$245.0K-$93.3K2026-11-02
111 Capital
DECREASED276281-5-2%$330.1K$262.3K-$67.8K2026-11-03
Financial Perspectives, Inc
UNCHANGED27627600%$324.6K$262.6K-$62.0K2026-11-03
Princeton Global Asset Management LLC
INCREASED275174+101+58%$204.9K$261.1K+$56.2K2026-10-21
Choice Wealth Advisors LLC
UNCHANGED27427400%$321.9K$260.4K-$61.5K2026-10-16
First County Bank
NEW272—+272——$258.5K—2026-10-13
Dynamic Financial Group
INCREASED272262+10+4%$307.8K$258.6K-$49.2K2026-10-28
National Wealth Management Group, LLC
DECREASED272273-10%$320.8K$258.6K-$62.2K2026-10-26
Eurizon SLJ Capital Ltd
DECREASED271332-61-18%$390.1K$257.6K-$132.5K2026-11-06
WPG Advisers, LLC
INCREASED270260+10+4%$305.5K$256.6K-$48.8K2026-10-27
Forbes J M & Co LLP
INCREASED270263+7+3%$309.0K$256.6K-$52.4K2026-10-16
BostonPremier Wealth LLC
INCREASED270267+3+1%$313.9K$256.9K-$57.0K2026-10-16
Sterling Wealth Management, Inc.
DECREASED269289-20-7%$339.5K$255.7K-$83.9K2026-10-23
Rosenberg Matthew Hamilton
DECREASED269276-7-3%$324.3K$255.7K-$68.6K2026-10-05
Cogent Private Wealth, Inc.
DECREASED269271-2-1%$318.4K$255.7K-$62.7K2026-11-06
XY Planning Network, Inc.
NEW268—+268——$254.7K—2026-10-14
Smith Thornton Advisors LLC
INCREASED268257+11+4%$267.9K$254.7K-$13.2K2026-10-16
J. Derek Lewis & Associates Inc.
INCREASED268261+7+3%$306.6K$254.7K-$51.9K2026-11-03
Vision Financial Markets LLC
UNCHANGED26826800%$314.9K$254.7K-$60.1K2026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED26826800%$314.9K$254.7K-$60.1K2026-10-20
Winter & Associates, Inc.
INCREASED266236+30+13%$277.3K$236.8K-$40.4K2026-10-23
Stockman Wealth Management, Inc.
UNCHANGED26626600%$312.5K$252.8K-$59.7K2026-10-27
Pegasus Asset Management, Inc.
INCREASED265203+62+31%$238.5K$251.9K+$13.4K2026-11-03
ETF Store, Inc.
DECREASED265327-62-19%$384.7K$252.2K-$132.5K2026-10-19
Family Wealth Partners, LLC
INCREASED265263+2+1%$309.0K$251.9K-$57.1K2026-10-20
Smith Chas P & Associates PA Cpas
INCREASED265264+1+0%$310.7K$243.7K-$67.0K2026-10-22
Sterling Financial Planning, Inc.
UNCHANGED26526500%$311.3K$251.9K-$59.5K2026-10-28
Centerpoint Advisory Group
INCREASED264211+53+25%$247.9K$250.9K+$3.0K2026-10-23
Tactive Advisors, LLC
DECREASED263662-399-60%$777.8K$250.0K-$527.8K2026-10-08
Grey Ledge Advisors, LLC
INCREASED263248+15+6%$291.4K$250.1K-$41.3K2026-11-02
FDx Advisors, Inc.
DECREASED263267-4-1%$314.0K$250.0K-$64.0K2026-11-05
Smith & Howard Wealth Management, LLC
UNCHANGED26326300%$309.0K$250.0K-$59.0K2026-10-27
Gradient Capital Advisors, LLC
INCREASED262193+69+36%$226.7K$249.0K+$22.3K2026-10-21
Signet Investment Advisory Group, Inc.
DECREASED262263-10%$309.0K$249.0K-$60.0K2026-10-30
Gerald Baker Financial Group LLC
UNCHANGED26226200%$308.1K$249.4K-$58.7K2026-10-09
Rose Capital Advisors LLC
NEW260—+260——$247.2K—2026-11-04
Yankcom Partnership
INCREASED2603+257+8567%$3.5K$247.1K+$243.6K2026-10-15
Inlet Private Wealth, LLC
UNCHANGED26026000%$305.5K$247.1K-$58.3K2026-10-21
Madrona Financial Services, LLC
INCREASED259249+10+4%$292.8K$246.4K-$46.4K2026-10-23
Rainier Family Wealth Inc
INCREASED259249+10+4%$292.5K$246.2K-$46.4K2026-11-02
KWB Wealth
INCREASED259258+1+0%$303.7K$245.7K-$57.9K2026-10-16
Western Financial Corp
DECREASED2586,994-6,736-96%$8.2M$245.3K-$8.0M2026-10-14
CKW Financial Group
DECREASED258264-6-2%$299$255-$442026-10-29
Aspire Private Capital, LLC
INCREASED258257+1+0%$301.9K$245.2K-$56.7K2026-11-05
Nova Financial LLC
NEW256—+256——$243.3K—2026-11-04
Tanager Wealth Management LLP
INCREASED256199+57+29%$233.8K$243.3K+$9.5K2026-10-19
Landaas & Co
DECREASED256259-3-1%$304.3K$243.4K-$61.0K2026-10-29
Home Federal Bank of Tennessee
UNCHANGED25625600%$300.8K$243.3K-$57.4K2026-10-15
Cerro Pacific Wealth Advisors LLC
INCREASED255246+9+4%$289.0K$242.7K-$46.3K2026-10-22
Crown Wealth Group, LLC
DECREASED254296-42-14%$347.8K$241.4K-$106.3K2026-10-19
Hamilton Capital, LLC
DECREASED254257-3-1%$301.9K$241.4K-$60.5K2026-10-08
Linscomb Wealth, Inc.
UNCHANGED25425400%$298.4K$241.4K-$57.0K2026-11-05
Rainey & Randall Wealth Advisors Inc.
DECREASED253259-6-2%$304.4K$240.5K-$63.9K2026-10-26
Boltwood Capital Management
INCREASED253248+5+2%$291.4K$240.5K-$50.9K2026-10-02
WestHill Financial Advisors, Inc.
DECREASED252357-105-29%$419.4K$239.5K-$179.9K2026-10-14
Cosner Financial Group, LLC
UNCHANGED25225200%$296.1K$239.5K-$56.5K2026-11-03
James J. Burns & Company, LLC
UNCHANGED25225200%$296.1K$239.5K-$56.5K2026-10-22
Good Steward Wealth Advisors,LLC
UNCHANGED25225200%$296.1K$239.5K-$56.5K2026-11-06
Iron Financial LLC
UNCHANGED25225200%$296.1K$239.6K-$56.5K2026-10-23
Coquina Private Wealth LLC
UNCHANGED25225200%$295.8K$239.4K-$56.4K2026-10-27
Olympiad Research LP
NEW251—+251——$238.6K—2026-11-04
Acorn Creek Capital LLC
INCREASED251237+14+6%$278.4K$238.6K-$39.9K2026-11-05
Aletheian Wealth Advisors LLC
INCREASED251238+13+5%$279.6K$238.6K-$41.0K2026-10-08
Alhambra Investment Management LLC
UNCHANGED25025000%$293.7K$237.6K-$56.1K2026-10-15
JAG Capital Management, LLC
UNCHANGED24924900%$292.5K$236.7K-$55.9K2026-11-06
Whitener Capital Management, Inc.
NEW248—+248——$235.7K—2026-10-15
Ceera Investments, LLC
UNCHANGED24824800%$291.4K$235.7K-$55.6K2026-11-02
Pachira Investments Inc.
INCREASED247200+47+24%$235.4K$235.2K-$2122026-10-14
Evanson Financial, LLC
INCREASED247234+13+6%$275.0K$234.8K-$40.2K2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED24724700%$290.3K$290.3K$02026-10-13
Vista Investment Partners LLC
INCREASED246245+1+0%$287.8K$233.8K-$54.0K2026-10-08
Mainsail Asset Management, LLC
DECREASED245458-213-47%$484.8K$252.4K-$232.3K2026-10-14
Price Financial Group Wealth Management, Inc
INCREASED245192+53+28%$201.2K$243.0K+$41.8K2026-11-02
Opus Capital Group, LLC
INCREASED245225+20+9%$264.0K$233.0K-$31.0K2026-10-30
Goelzer Investment Management, Inc.
INCREASED245228+17+7%$267.9K$232.9K-$35.0K2026-10-16
CPC Advisors, LLC
INCREASED244199+45+23%$233.8K$231.9K-$1.9K2026-10-21
Sagace Wealth Management LLC
DECREASED244282-38-13%$331.3K$231.9K-$99.4K2026-10-28
Auxano Advisors, LLC
INCREASED244243+1+0%$285.5K$231.9K-$53.6K2026-11-06
Salvus Wealth Management, LLC
DECREASED242250-8-3%$293.7K$230.0K-$63.7K2026-10-13
Cascade Investment Group, Inc.
NEW241—+241——$229.1K—2026-10-13
ERn Financial, LLC
INCREASED241231+10+4%$271.6K$229.3K-$42.3K2026-10-28
Royal Fund Management, LLC
DECREASED241242-10%$284.3K$229.1K-$55.3K2026-10-22
Penn Davis Mcfarland Inc
UNCHANGED24024000%$282.0K$228.1K-$53.8K2026-10-23
Sunburst Financial Group, LLC
UNCHANGED24024000%$282.0K$228.1K-$53.9K2026-10-09
Abner Herrman & Brock LLC
NEW239—+239——$227.0K—2026-10-20
Spectrum Planning & Advisory Services Inc.
INCREASED239188+51+27%$221.5K$226.8K+$5.3K2026-11-05
Fulcrum Capital LLC
INCREASED238211+27+13%$247.9K$226.2K-$21.7K2026-10-15
Emerald Advisors, LLC
UNCHANGED23823800%$279.1K$225.8K-$53.3K2026-10-13
Fortress Financial Group, LLC
UNCHANGED23823800%$279.4K$226.1K-$53.2K2026-10-21
Trifecta Capital Advisors, LLC
INCREASED237153+84+55%$179.8K$225.3K+$45.5K2026-10-21
Sculati Wealth Management, LLC
DECREASED236272-36-13%$287.7K$235.2K-$52.5K2026-10-19
Davidson Kahn Capital Management, LLC
UNCHANGED23623600%$277.3K$224.4K-$52.9K2026-10-26
Independent Solutions Wealth Management, LLC
INCREASED235211+24+11%$247.9K$223.4K-$24.5K2026-10-28
Nautilus Advisors LLC
INCREASED235221+14+6%$241.3K$223.5K-$17.8K2026-10-07
Cottage Street Advisors LLC
NEW234—+234——$222.1K—2026-10-19
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED23423400%$274.9K$222.4K-$52.5K2026-10-05
Balance Wealth Partners LLC
DECREASED233254-21-8%$298.9K$221.9K-$76.9K2026-10-27
Northwest Financial Advisors
DECREASED233238-5-2%$279.6K$221.5K-$58.2K2026-10-27
Cornerstone Planning Group LLC
INCREASED233228+5+2%$224.7K$234.2K+$9.5K2026-10-16
Morton Capital Management LLC
DECREASED233237-4-2%$278.9K$221.9K-$57.0K2026-10-23
Arsenal Capital Advisors LLC
INCREASED233230+3+1%$270.2K$221.5K-$48.8K2026-11-02
Wealth Quarterback LLC
DECREASED233236-3-1%$276.8K$221.2K-$55.6K2026-10-20
Hughes Financial Services, LLC
INCREASED232229+3+1%$269.0K$206.0K-$63.1K2026-10-30
Evolution Wealth Advisors, LLC
INCREASED231220+11+5%$258.5K$219.6K-$38.9K2026-11-03
Reston Wealth Management LLC
DECREASED230233-3-1%$273.9K$218.8K-$55.1K2026-10-29
Factor Wealth Management LTD
UNCHANGED23023000%$270.2K$218.6K-$51.6K2026-10-08
Journey Retirement Planning & Investment Management LLC
NEW229—+229——$217.7K—2026-10-09
GFS Advisors, LLC
DECREASED22935,230-35,001-99%$88.1K$218.0K+$129.9K2026-11-03
Kohmann Bosshard Financial Services, LLC
INCREASED229189+40+21%$222.0K$217.7K-$4.4K2026-11-04
First Hawaiian Bank
INCREASED229223+6+3%$262.0K$217.7K-$44.3K2026-10-14
MontVue Capital Management, Inc.
UNCHANGED22922900%$269.0K$217.7K-$51.4K2026-10-19
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED22922900%$269.0K$217.7K-$51.4K2026-10-09
Saxon Interests, Inc.
DECREASED228481-253-53%$565.1K$216.7K-$348.4K2026-10-26
City Center Advisors, LLC
INCREASED228215+13+6%$252.6K$216.7K-$35.9K2026-10-08
Bell Investment Advisors, Inc
INCREASED228223+5+2%$262.0K$216.7K-$45.3K2026-10-29
Commerce Advisors, LLC
INCREASED228227+1+0%$266.7K$216.7K-$50.0K2026-10-19
O'Keefe Stevens Advisory, Inc.
UNCHANGED22622600%$265.7K$215.0K-$50.7K2026-10-09
Spartan Planning & Wealth Management
DECREASED225478-253-53%$561.7K$213.4K-$348.2K2026-10-13
Level Financial Advisors
INCREASED225222+3+1%$260.8K$213.9K-$47.0K2026-10-13
Hamel Associates, Inc.
UNCHANGED22522500%$264.3K$213.9K-$50.5K2026-11-06
Rachor Investment Advisory Services, LLC
UNCHANGED22522500%$264.8K$213.9K-$50.9K2026-10-29
Jnba Financial Advisors
INCREASED22497+127+131%$114.0K$212.9K+$98.9K2026-11-03
Alliance Wealth Management Group
DECREASED224275-51-19%$323.1K$212.9K-$110.2K2026-10-29
Towercrest Capital Management
DECREASED224275-51-19%$323.1K$212.9K-$110.2K2026-10-23
Gradient Investments LLC
INCREASED224179+45+25%$210.3K$212.9K+$2.6K2026-10-08
Livet Wealth, LLC
DECREASED224242-18-7%$284.3K$212.9K-$71.4K2026-10-27
Integrity Wealth Partners, LLC
NEW223—+223——$212.0K—2026-10-14
Telos Capital Management, Inc.
DECREASED223285-62-22%$334.8K$212.0K-$122.9K2026-11-02
Trust Co
UNCHANGED22322300%$262.0K$212.0K-$50.0K2026-10-09
Quartz Partners, LLC
DECREASED222281-59-21%$330.1K$211.0K-$119.1K2026-11-03
JFS Wealth Advisors, LLC
INCREASED222221+1+0%$259.9K$211.2K-$48.7K2026-11-03
Range Financial Group LLC
DECREASED221662-441-67%$777.8K$209.8K-$567.9K2026-10-21
Financial Partners Group, Inc
DECREASED220284-64-23%$333.5K$208.9K-$124.6K2026-10-19
Culbertson A N & Co Inc
DECREASED220282-62-22%$331.3K$209.1K-$122.2K2026-10-21
Manchester Capital Management LLC
DECREASED220229-9-4%$269.0K$209.1K-$59.9K2026-10-22
Indiana Trust & Investment Management Co
INCREASED218208+10+5%$244.4K$207.2K-$37.2K2026-10-22
Strata Wealth Advisors, LLC
INCREASED217208+9+4%$244.4K$206.3K-$38.1K2026-10-16
Fortitude Family Office, LLC
INCREASED216128+88+69%$150.4K$205.3K+$54.9K2026-10-14
Vista Investment Partners II, LLC
DECREASED215261-46-18%$307.0K$204.6K-$102.3K2026-10-15
Astra Wealth Partners LLC
INCREASED215206+9+4%$242.0K$204.4K-$37.7K2026-11-06
Grove Bank & Trust
INCREASED215210+5+2%$246.7K$204.4K-$42.4K2026-10-08
Charles Schwab Trust Co
INCREASED214183+31+17%$215.0K$203.4K-$11.6K2026-10-15
CLG LLC
DECREASED214223-9-4%$261.9K$203.1K-$58.9K2026-10-13
Morling Financial Advisors, LLC
DECREASED214215-10%$252.6K$203.4K-$49.2K2026-10-28
Penobscot Wealth Management
UNCHANGED21421400%$251.4K$203.4K-$48.0K2026-10-21
CenterBook Partners LP
NEW213—+213——$202.5K—2026-11-02
Intergy Private Wealth, LLC
DECREASED213229-16-7%$269.0K$202.5K-$66.6K2026-10-16
Cogent Strategic Wealth LLC
UNCHANGED21321300%$250.2K$202.5K-$47.8K2026-10-22
jvl associates llc
UNCHANGED21221200%$249.1K$201.5K-$47.6K2026-10-09
Mountain Pacific Investment Advisers LLC
DECREASED211336-125-37%$394.8K$200.6K-$194.2K2026-10-29
Legacy Wealth Partners, LLC
DECREASED211320-109-34%$376.0K$200.6K-$175.4K2026-10-15
Greenwood Gearhart LLC
INCREASED211188+23+12%$220.9K$200.6K-$20.3K2026-11-02
Phillips Financial Management, LLC
INCREASED211204+7+3%$239.9K$200.7K-$39.2K2026-10-19
Poinciana Advisors Group, LLC
UNCHANGED21121100%$247.9K$200.6K-$47.3K2026-11-06
Master's Wealth Management Inc.
UNCHANGED21121100%$248.3K$201.0K-$47.4K2026-10-22
Marks Wealth, LLC
UNCHANGED21121100%$248.1K$200.7K-$47.3K2026-10-30
DeDora Capital, Inc.
INCREASED205197+8+4%$231.4K$194.9K-$36.6K2026-10-26
Mcdonald Partners LLC
INCREASED205200+5+3%$235.0K$194.9K-$40.1K2026-11-03
Country Trust Bank
UNCHANGED20520500%$240.8K$194.9K-$46.0K2026-10-30
Old Second National Bank of Aurora
DECREASED204219-15-7%$257.3K$193.9K-$63.4K2026-10-22
Smallwood Wealth Investment Management, LLC
INCREASED197179+18+10%$210.3K$187.2K-$23.1K2026-10-30
Rooted Wealth Advisors, Inc.
UNCHANGED19719700%$231.5K$231.5K$02026-11-03
James T. Borello RIA
UNCHANGED19519500%$229.1K$185.3K-$43.8K2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED19419400%$227.9K$184.4K-$43.5K2026-10-23
Buck Wealth Strategies, LLC
INCREASED192185+7+4%$217.5K$182.6K-$34.8K2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED190185+5+3%$217.4K$180.6K-$36.8K2026-10-15
Bullock Wealth Management Group
UNCHANGED19019000%$215.5K$187.6K-$27.9K2026-10-09
Asset Planning,Inc
UNCHANGED18918900%$222.5K$180.1K-$42.4K2026-10-26
Peck Wealth Management, LLC
UNCHANGED18718700%$219.7K$177.7K-$42.0K2026-10-29
Wilkerson Advisory Group LLC
DECREASED180192-12-6%$225.6K$171.1K-$54.5K2026-10-20
Birch Financial Group, LLC
DECREASED180182-2-1%$213.4K$170.7K-$42.7K2026-10-27
Piscataqua Savings Bank
DECREASED179250-71-28%$293.7K$170.1K-$123.6K2026-10-21
Asset Dedication, LLC
UNCHANGED17717700%$208.0K$168.2K-$39.7K2026-11-03
Coastline Trust Co
DECREASED176189-13-7%$222.0K$167.3K-$54.8K2026-10-01
Birchbrook, Inc.
UNCHANGED17417400%$204.4K$165.4K-$39.0K2026-10-14
Bayban
UNCHANGED17317300%$203.3K$203.3K$02026-11-05
Holos Integrated Wealth LLC
UNCHANGED17217200%$185.3K$156.3K-$29.0K2026-10-23
GGM Financial LLC
INCREASED171141+30+21%$166.0K$163.0K-$3.1K2026-11-05
Olistico Wealth, LLC
UNCHANGED16916900%$198.6K$160.6K-$37.9K2026-10-05
Arlington Trust Co LLC
INCREASED168127+41+32%$149.2K$159.7K+$10.5K2026-10-20
Cornerstone National Bank & Trust Co
NEW164—+164——$161.9K—2026-10-20
Kepler Cheuvreux (Suisse) SA
NEW158—+158——$150.2K—2026-10-20
Concord Wealth Partners
DECREASED156269-113-42%$316.0K$148.0K-$168.1K2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED15415400%$180.9K$146.4K-$34.6K2026-10-15
Markowski Investments
INCREASED15077+73+95%$90.5K$142.6K+$52.1K2026-10-30
Archer Investment Corp
INCREASED14794+53+56%$111.0K$140.2K+$29.2K2026-11-05
Evolution Wealth Management Inc.
INCREASED14649+97+198%$57.6K$138.8K+$81.2K2026-10-28
Ashurst Perkins Coie Trust Co
INCREASED142122+20+16%$143.3K$135.0K-$8.4K2026-10-15
Main Street Group, LTD
DECREASED141143-2-1%$168.0K$134.0K-$34.0K2026-10-28
Noble Wealth Management PBC
INCREASED138136+2+1%$159.9K$131.3K-$28.6K2026-10-01
Valley Wealth Managers, Inc.
UNCHANGED13713700%$161.0K$130.2K-$30.7K2026-10-09
West Paces Advisors Inc.
INCREASED134129+5+4%$151.6K$127.4K-$24.2K2026-10-13
Munich Reinsurance Co Stock Corp in Munich
DECREASED1293,553-3,424-96%$4.2M$122.6K-$4.1M2026-10-30
Prism Planning Partners LLC
NEW124—+124——$117.9K—2026-10-27
Planning Strategies Inc.
INCREASED12343+80+186%$49.9K$116.5K+$66.5K2026-10-02
RMG Wealth Management LLC
UNCHANGED12312300%$127.9K$101.6K-$26.3K2026-10-26
Maseco LLP
UNCHANGED11811800%$138.5K$112.1K-$26.5K2026-10-27
Marquette Asset Management, LLC
UNCHANGED11611600%$136.3K$110.3K-$26.0K2026-10-09
Vima LLC
INCREASED115105+10+10%$123.6K$109.5K-$14.1K2026-10-23
Avion Wealth
INCREASED115113+2+2%$132.0K$109.0K-$23.0K2026-11-04
DT Investment Partners, LLC
UNCHANGED11411400%$133.9K$108.4K-$25.6K2026-10-27
First Financial Corp
UNCHANGED11411400%$133.9K$108.4K-$25.6K2026-10-13
Southern Michigan Bank & Trust
INCREASED11198+13+13%$115.1K$105.5K-$9.6K2026-10-19
Godsey & Gibb, Inc
DECREASED108111-3-3%$130.4K$102.7K-$27.8K2026-10-14
Pacifica Partners Inc.
UNCHANGED10810800%$120.1K$106.6K-$13.5K2026-10-09
Generali Investments, Management Co LLC
DECREASED1073,540-3,433-97%$4.2M$101.7K-$4.1M2026-10-19
Adkins Seale Capital Management LLC
UNCHANGED10610600%$124.5K$100.8K-$23.8K2026-10-27
Pacific Center for Financial Services
UNCHANGED10610600%$124.5K$100.8K-$23.8K2026-10-15
IMG Wealth Management, Inc.
INCREASED10433+71+215%$38.8K$98.9K+$60.1K2026-10-27
Granite FO LLC
UNCHANGED10410400%$122.2K$98.9K-$23.3K2026-10-14
Hurley Capital, LLC
UNCHANGED10010000%$117.7K$95.2K-$22.4K2026-11-05
Elevated Capital Advisors, LLC
DECREASED98110-12-11%$129.2K$93.1K-$36.1K2026-11-04
Birchwood Financial Partners, Inc.
INCREASED9793+4+4%$109.3K$92.2K-$17.1K2026-11-02
One River Asset Management, LLC
NEW94—+94——$89.3K—2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED949400%$110.4K$89.3K-$21.1K2026-10-28
Coston, McIsaac & Partners
UNCHANGED939300%$109.0K$88.4K-$20.6K2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
UNCHANGED939300%$109.3K$88.4K-$20.9K2026-10-22
Strengthening Families & Communities, LLC
DECREASED9293-1-1%$109.4K$87.6K-$21.8K2026-10-21
Financial Freedom, LLC
NEW89—+89——$84.9K—2026-11-06
Intesa Sanpaolo Wealth Management
UNCHANGED898900%$104.6K$84.6K-$20.0K2026-10-28
Mascoma Wealth Management LLC
UNCHANGED888800%$103.2K$83.5K-$19.7K2026-10-23
Wolff Wiese Magana LLC
DECREASED87202-115-57%$237.4K$82.7K-$154.7K2026-10-15
1620 Investment Advisors, Inc.
INCREASED8784+3+4%$98.7K$82.7K-$16.0K2026-11-04
Your Advocates Ltd., LLP
UNCHANGED878700%$102.2K$82.7K-$19.5K2026-11-03
Navigoe, LLC
UNCHANGED858500%$99.0K$80.0K-$19.0K2026-11-04
Financial Management Professionals, Inc.
DECREASED8485-1-1%$99.9K$79.8K-$20.1K2026-10-23
Advocate Investing Services LLC
UNCHANGED838300%$97.5K$78.9K-$18.6K2026-10-26
Joseph Group Capital Management
DECREASED8194-13-14%$110.4K$77.0K-$33.4K2026-11-04
Winthrop Capital Management, LLC
UNCHANGED818100%$95.0K$77.0K-$18.0K2026-11-05
Mountain Hill Investment Partners Corp.
INCREASED8055+25+45%$64.6K$76.0K+$11.4K2026-10-23
Meriwether Wealth & Planning, LLC
NEW78—+78——$74.1K—2026-10-13
Triumph Capital Management
INCREASED7860+18+30%$70.5K$74.2K+$3.6K2026-10-14
RHL Group, LLC
INCREASED7873+5+7%$85.8K$74.2K-$11.6K2026-11-04
Roxbury Financial LLC
INCREASED7745+32+71%$52.9K$73.2K+$20.3K2026-10-01
Deseret Mutual Benefit Administrators
DECREASED7784-7-8%$98.7K$73.2K-$25.5K2026-11-04
Cedar Mountain Advisors, LLC
UNCHANGED777700%$90.6K$73.3K-$17.3K2026-10-15
Mosley Wealth Management
INCREASED7638+38+100%$44.7K$70.5K+$25.8K2026-10-16
Advantage Trust Co
UNCHANGED757500%$88.1K$71.3K-$16.8K2026-10-19
Pathway Financial Advisers, LLC
NEW74—+74——$70.4K—2026-10-27
Capital Advisors, Ltd. LLC
INCREASED7462+12+19%$73$70.0K+$69.9K2026-10-27
GK Wealth Management LLC
NEW73—+73——$69.4K—2026-10-09
Covestor Ltd
INCREASED7369+4+6%$82$70.0K+$69.9K2026-10-30
Elevation Wealth Partners, LLC
DECREASED7375-2-3%$88.2K$69.5K-$18.7K2026-10-07
North Point Portfolio Managers Corp
NEW72—+72——$68.4K—2026-10-07
Creative Capital Management Investments LLC
INCREASED7262+10+16%$72.8K$68.4K-$4.4K2026-10-28
William Mack & Associates, Inc.
NEW71—+71——$67.5K—2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED686800%$79.9K$64.6K-$15.3K2026-10-27
POM Investment Strategies, LLC
UNCHANGED686800%$79.9K$64.6K-$15.3K2026-10-20
Fortis Group Advisors, LLC
UNCHANGED686800%$79.9K$64.6K-$15.3K2026-11-06
Atlantic Edge Private Wealth Management, LLC
UNCHANGED686800%$79.9K$64.6K-$15.3K2026-10-20
Ares Financial Consulting, LLC
INCREASED6763+4+6%$74.1K$63.8K-$10.3K2026-10-19
Bay Harbor Wealth Management, LLC
DECREASED66195-129-66%$229.1K$62.7K-$166.4K2026-11-03
Valued Wealth Advisors LLC
DECREASED6678-12-15%$91.7K$62.7K-$28.9K2026-11-05
Heritage Family Offices, LLP
NEW64—+64——$60.8K—2026-11-02
Tradewinds Capital Management, LLC
INCREASED6424+40+167%$28.2K$60.8K+$32.6K2026-10-23
Vaquero Private Wealth, LTD
DECREASED6465-1-2%$76.4K$60.8K-$15.5K2026-10-27
Tower Trust & Investment Co
INCREASED6321+42+200%$24.7K$59.9K+$35.2K2026-10-28
Horrell Capital Management, Inc.
UNCHANGED626200%$72.8K$58.9K-$13.9K2026-10-08
Gilpin Wealth Management, LLC
INCREASED5947+12+26%$55.2K$56.1K+$8602026-10-09
Halbert Hargrove Global Advisors, LLC
DECREASED5965-6-9%$76.4K$56.1K-$20.3K2026-10-16
Fairway Wealth LLC
NEW58—+58——$55.1K—2026-10-30
Lynch Investment Planning, LLC
NEW57—+57——$54.2K—2026-10-27
Team Financial Group, LLC
NEW57—+57——$54.2K—2026-10-30
Aspect Partners, LLC
DECREASED5758-1-2%$68.1K$54.2K-$14.0K2026-10-20
Fairman Group, LLC
INCREASED5550+5+10%$58.8K$52.3K-$6.5K2026-10-26
Lodestone Wealth Management LLC
UNCHANGED555500%$64.7K$52.3K-$12.3K2026-10-14
Monetary Solutions, Ltd
UNCHANGED545400%$63.4K$51.3K-$12.1K2026-10-22
Torren Management, LLC
INCREASED529+43+478%$10.6K$49.4K+$38.8K2026-10-29
Bare Financial Services, Inc
DECREASED5253-1-2%$62.3K$49.4K-$12.8K2026-11-04
Montgomery Financial Services LLC
UNCHANGED525200%$61.1K$49.4K-$11.7K2026-11-03
High Note Wealth, LLC
INCREASED5144+7+16%$51.7K$48.5K-$3.2K2026-10-27
Proathlete Wealth Management LLC
NEW50—+50——$47.5K—2026-10-15
Clark Wealth Partners
INCREASED5025+25+100%$29.4K$47.5K+$18.1K2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED4947+2+4%$55.2K$46.6K-$8.6K2026-11-02
Nvest Wealth Strategies, Inc.
INCREASED4847+1+2%$55.4K$45.8K-$9.6K2026-10-14
Burk Holdings LLC
INCREASED4736+11+31%$42.3K$44.7K+$2.4K2026-11-05
CGC Financial Services, LLC
UNCHANGED474700%$55.2K$44.7K-$10.5K2026-10-13
Contravisory Investment Management, Inc.
INCREASED4536+9+25%$42.3K$42.8K+$4772026-10-13
Morton Brown Family Wealth, LLC
UNCHANGED454500%$52.9K$42.8K-$10.1K2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED454500%$52.9K$42.8K-$10.1K2026-10-16
Davis Capital Management
DECREASED4448-4-8%$56.4K$41.8K-$14.6K2026-10-08
Dynamic Wealth Strategies, LLC
UNCHANGED444400%$51.7K$41.8K-$9.9K2026-10-16
Carota Wealth Management
UNCHANGED444400%$51.7K$41.8K-$9.9K2026-11-03
First Pacific Financial
UNCHANGED444400%$51.8K$41.9K-$9.9K2026-10-14
Tsfg, LLC
DECREASED4098-58-59%$115.0K$38.0K-$77.0K2026-10-23
Financial Network Wealth Advisors LLC
INCREASED3837+1+3%$43.5K$36.1K-$7.4K2026-10-28
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED383800%$44.7K$36.1K-$8.5K2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED3630+6+20%$35.0K$34.0K-$1.0K2026-10-14
Miller Global Investments, LLC
UNCHANGED363600%$42.3K$34.2K-$8.1K2026-10-02
Quaker Wealth Management, LLC
INCREASED3510+25+250%$11.7K$33.3K+$21.5K2026-10-22
Downshift Financial, LLC
UNCHANGED323200%$37.6K$30.4K-$7.2K2026-10-13
LFA - Lugano Financial Advisors SA
UNCHANGED323200%$37.6K$30.4K-$7.2K2026-11-03
KFG LLC
NEW31—+31——$29.5K—2026-11-02
Retirement Wealth Solutions LLC
INCREASED3024+6+25%$28.2K$28.5K+$3182026-10-07
Key Capital Management, Inc
INCREASED294+25+625%$4.7K$27.6K+$22.9K2026-11-03
Gleason Group, Inc.
UNCHANGED292900%$34.1K$27.6K-$6.5K2026-10-15
Burkett Financial Services, LLC
UNCHANGED292900%$34.1K$27.6K-$6.5K2026-10-01
Canton Hathaway, LLC
INCREASED2822+6+27%$25.8K$26.6K+$7672026-10-23
Hoese & Co LLP
UNCHANGED272700%$31.7K$25.7K-$6.1K2026-10-21
McCarley & Cook Financial Planners
UNCHANGED272700%$31.7K$25.7K-$6.1K2026-10-21
American Capital Advisory, LLC
UNCHANGED262600%$30.5K$24.7K-$5.8K2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED2521+4+19%$24.7K$23.8K-$9102026-10-30
Berbice Capital Management LLC
UNCHANGED252500%$29.4K$23.8K-$5.6K2026-10-13
Decker Retirement Planning Inc.
DECREASED2244-22-50%$51.6K$20.8K-$30.8K2026-10-19
SBK Financial, Inc.
UNCHANGED212100%$24.7K$20.0K-$4.7K2026-11-02
Redwood Park Advisors LLC
UNCHANGED202000%$23.6K$19.1K-$4.5K2026-11-02
Kennebec Savings Bank
UNCHANGED202000%$23.5K$19.0K-$4.5K2026-10-22
Blueline Advisors LLC
UNCHANGED202000%$23.5K$19.0K-$4.5K2026-10-15
IAG Wealth Partners, LLC
UNCHANGED202000%$23.5K$19.0K-$4.5K2026-11-06
Kings Path Partners LLC
UNCHANGED161600%$18.8K$15.2K-$3.6K2026-10-21
CrossGen Wealth, LLC
UNCHANGED161600%$18.8K$15.2K-$3.6K2026-10-30
Livelsberger Financial Advisory
NEW15—+15——$14.3K—2026-10-28
Newton One Investments LLC
DECREASED1523-8-35%$27.1K$14.3K-$12.8K2026-10-14
Arcadia Investment Advisors LLC
UNCHANGED151500%$17.6K$14.3K-$3.4K2026-10-13
Bulwark Capital Corp
UNCHANGED151500%$17.6K$14.3K-$3.4K2026-10-13
J.Safra Asset Management Corp
UNCHANGED151500%$17.6K$14.3K-$3.4K2026-11-03
Align Financial, LLC
INCREASED1411+3+27%$12.9K$13.3K+$3842026-10-16
Keystone Financial Group, Inc.
UNCHANGED141400%$16.5K$13.3K-$3.1K2026-10-13
Sunrise Financial Services, LLC
UNCHANGED131300%$15.3K$12.4K-$2.9K2026-10-21
Virginia Estate & Retirement Planning Advisors Inc.
NEW12—+12——$11.4K—2026-10-14
Entrust Financial LLC
INCREASED127+5+71%$8.2K$11.4K+$3.2K2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED121200%$14.1K$11.4K-$2.7K2026-10-16
Kroeger Financial Partners
UNCHANGED121200%$14.1K$11.4K-$2.7K2026-10-19
Louisbourg Investments Inc.
NEW11—+11——$10.5K—2026-10-20
Cranbrook Wealth Management, LLC
NEW11—+11——$10.5K—2026-10-28
United Financial Planning Group LLC
UNCHANGED111100%$12.9K$10.5K-$2.5K2026-11-04
Catherine Avery Investment Management LLC
UNCHANGED101000%$11.8K$9.5K-$2.2K2026-10-14
Paladin Partners, LLC
UNCHANGED101000%$11.7K$9.5K-$2.2K2026-10-06
Compass Wealth Management LLC
NEW9—+9——$8.6K—2026-10-22
Reap Financial Group, LLC
DECREASED811-3-27%$13.0K$7.6K-$5.3K2026-11-02
Miller Wealth Advisors, LLC
UNCHANGED8800%$9.4K$7.6K-$1.8K2026-11-02
MJT & Associates Financial Advisory Group, Inc.
NEW7—+7——$6.7K—2026-10-07
Cherry Tree Wealth Management, LLC
UNCHANGED7700%$8.2K$6.7K-$1.6K2026-10-15
City Holding Co
UNCHANGED7700%$8.2K$6.7K-$1.6K2026-10-19
Accordant Advisory Group Inc
UNCHANGED6600%$7.1K$5.7K-$1.3K2026-10-29
NorthAvenue LLC
UNCHANGED6600%$7.1K$5.7K-$1.3K2026-10-29
Point Nemo Capital, LLC
UNCHANGED6600%$7.0K$5.7K-$1.3K2026-11-03
PayPay Securities Corp
UNCHANGED6600%$7.0K$5.7K-$1.3K2026-10-27
Bernzott Capital Advisors
NEW5—+5——$4.8K—2026-10-29
Mechanics Financial Corp
INCREASED52+3+150%$2.4K$4.8K+$2.4K2026-11-05
DecisionPoint Financial, LLC
INCREASED54+1+25%$4.5K$4.9K+$4002026-10-27
Sfam, LLC
NEW4—+4——$4.0K—2026-11-03
Three Bridge Wealth Advisors, LLC
NEW4—+4——$3.8K—2026-11-05
Aventus Investment Advisors, Inc.
NEW4—+4——$3.8K—2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED437-33-89%$44.4K$4.5K-$39.8K2026-10-14
Bear Mountain Capital, Inc.
UNCHANGED4400%$4.3K$3.7K-$5792026-11-04
Copeland Capital Management, LLC
NEW3—+3——$2.9K—2026-10-13
Reyes Financial Architecture, Inc.
DECREASED36-3-50%$7.0K$2.9K-$4.2K2026-10-22
Breakwater Investment Management
INCREASED31+2+200%$1.2K$2.9K+$1.7K2026-10-20
Tower View Wealth Management LLC
UNCHANGED3300%$3.5K$2.9K-$6732026-10-23
Phillip James Consulting Co.
UNCHANGED3300%$3.5K$2.9K-$6742026-11-03
Carolina Wealth Advisors, LLC
NEW2—+2——$1.9K—2026-10-23
Next Level Wealth Planning, LLC
NEW2—+2——$1.9K—2026-10-29
Cdkv Holdings LLC
UNCHANGED2200%$2.4K$1.9K-$4492026-10-28
Syntax Research, Inc.
NEW1—+1——$951—2026-11-04
Transce3nd, LLC
NEW1—+1——$926—2026-10-26
FNY Investment Advisers, LLC
DECREASED1750-749-100%$881$0-$8812026-10-16
Raleigh Capital Management Inc.
DECREASED15-4-80%$5.9K$950-$4.9K2026-10-28
Dorato Capital Management
UNCHANGED1100%$1.1K$998-$942026-10-08
Winch Advisory Services, LLC
UNCHANGED1100%$1.2K$954-$2262026-11-06
3 Factor Indexing, LLC
UNCHANGED1100%$1.2K$951-$2242026-10-15
Lloyd Advisory Services, Llc.
NEW0—0——$105—2026-11-02
Generate Investment Management Ltd
CLOSED025,513-25,513-100%$30.0M$0-$30.0M2026-10-14
Lockheed Martin Investment Management Co
CLOSED017,900-17,900-100%$21.0M$0-$21.0M2026-11-04
M&G Plc
CLOSED015,441-15,441-100%$18.1M$0-$18.1M2026-11-04
SeaTown Holdings Pte. Ltd.
CLOSED09,510-9,510-100%$11.2M$0-$11.2M2026-10-07
TKG Advisors, LLC
CLOSED06,399-6,399-100%$7.5M$0-$7.5M2026-11-02
Draper Asset Management, LLC
CLOSED03,470-3,470-100%$4.1M$0-$4.1M2026-10-09
G&S Capital LLC
CLOSED03,038-3,038-100%$3.6M$0-$3.6M2026-10-23
HWG Holdings LP
CLOSED02,924-2,924-100%$3.4M$0-$3.4M2026-10-08
Dara Capital US, Inc.
CLOSED02,854-2,854-100%$3.4M$0-$3.4M2026-10-29
WIN Advisors, Inc
CLOSED02,642-2,642-100%$3.1M$0-$3.1M2026-11-06
Investment House LLC
CLOSED02,578-2,578-100%$3.0M$0-$3.0M2026-10-21
MKP Capital Management, L.L.C.
CLOSED02,245-2,245-100%$2.6M$0-$2.6M2026-11-04
Surience Private Wealth LLC
CLOSED02,167-2,167-100%$2.5M$0-$2.5M2026-10-16
Heritage OAK Wealth Advisors LLC
CLOSED02,072-2,072-100%$2.4M$0-$2.4M2026-10-14
Check Capital Management Inc
CLOSED01,802-1,802-100%$2.1M$0-$2.1M2026-11-05
Maxi Investments CY Ltd
CLOSED01,700-1,700-100%$2.0M$0-$2.0M2026-10-26
Dana Investment Advisors, Inc.
CLOSED01,406-1,406-100%$1.7M$0-$1.7M2026-11-06
Laurion Capital Management LP
CLOSED01,292-1,292-100%$1.5M$0-$1.5M2026-10-30
Retireful, LLC
CLOSED01,183-1,183-100%$1.4M$0-$1.4M2026-10-09
Atlatl Advisers LLC
CLOSED01,166-1,166-100%$1.4M$0-$1.4M2026-10-22
Frontier Asset Management, LLC
CLOSED01,138-1,138-100%$1.3M$0-$1.3M2026-10-28
Family Investment Center, Inc.
CLOSED01,068-1,068-100%$1.3M$0-$1.3M2026-10-19
Mariner Investment Group LLC
CLOSED01,000-1,000-100%$1.2M$0-$1.2M2026-11-04
Donoghue Forlines LLC
CLOSED0886-886-100%$1.0M$0-$1.0M2026-11-02
Lake Hills Wealth Management, LLC
CLOSED0868-868-100%$1.0M$0-$1.0M2026-10-07
Algebris (UK) LTD
CLOSED0864-864-100%$1.0M$0-$1.0M2026-11-06
Cultivar Capital, Inc.
CLOSED0598-598-100%$702.6K$0-$702.6K2026-10-14
Hennessy Advisors Inc
CLOSED0579-579-100%$680.2K$0-$680.2K2026-10-28
Credit Capital Investments LLC
CLOSED0550-550-100%$646.2K$0-$646.2K2026-10-22
Foundation Wealth Management, LLC
CLOSED0546-546-100%$641.5K$0-$641.5K2026-10-22
Triglav Investments, D.O.O.
CLOSED0500-500-100%$587.4K$0-$587.4K2026-11-06
Johnson Financial Group, LLC
CLOSED0446-446-100%$524.0K$0-$524.0K2026-11-03
Capstone Wealth Management, LLC
CLOSED0441-441-100%$518.1K$0-$518.1K2026-11-02
AMG Asset Management Group, Inc.
CLOSED0428-428-100%$502.9K$0-$502.9K2026-10-21
Sepio Capital, LP
CLOSED0422-422-100%$495.8K$0-$495.8K2026-10-22
Meadow Creek Wealth Advisors LLC
CLOSED0388-388-100%$455.8K$0-$455.8K2026-11-02
Gould Asset Management LLC
CLOSED0387-387-100%$454.7K$0-$454.7K2026-11-06
Simplify Asset Management Inc.
CLOSED0374-374-100%$439.4K$0-$439.4K2026-10-27
Tabr Capital Management, LLC
CLOSED0373-373-100%$438.7K$0-$438.7K2026-10-20
Lane Brothers & Co Inc
CLOSED0347-347-100%$407.3K$0-$407.3K2026-11-02
Advisor Resource Council
CLOSED0338-338-100%$389.9K$0-$389.9K2026-11-05
Sustainable Insight Capital Management, LLC
CLOSED0331-331-100%$388.9K$0-$388.9K2026-11-06
Arbor Investment Advisors, LLC
CLOSED0319-319-100%$374.8K$0-$374.8K2026-10-26
Marest Capital, LLC
CLOSED0312-312-100%$366.7K$0-$366.7K2026-10-23
Quantum Financial Advisors, LLC
CLOSED0302-302-100%$354.8K$0-$354.8K2026-11-03
Burr Financial Services, LLC
CLOSED0290-290-100%$340.7K$0-$340.7K2026-10-08
Brick & Kyle, Associates
CLOSED0259-259-100%$226.1K$0-$226.1K2026-11-05
Scarborough Advisors, LLC
CLOSED0255-255-100%$239.9K$0-$239.9K2026-10-16
Saxony Capital Management, LLC
CLOSED0249-249-100%$292.5K$0-$292.5K2026-10-15
Greenup Street Wealth Management LLC
CLOSED0245-245-100%$288.0K$0-$288.0K2026-10-28
Clear Trail Advisors, LLC
CLOSED0242-242-100%$284.4K$0-$284.4K2026-10-20
RIA Advisory Group LLC
CLOSED0235-235-100%$276.4K$0-$276.4K2026-10-15
Palacios Wealth Management, LLC
CLOSED0234-234-100%$274.9K$0-$274.9K2026-11-04
Eclectic Associates Inc
CLOSED0232-232-100%$272.6K$0-$272.6K2026-10-09
Sage Mountain Advisors LLC
CLOSED0232-232-100%$272.6K$0-$272.6K2026-11-02
Crescent Sterling, Ltd.
CLOSED0229-229-100%$269.0K$0-$269.0K2026-10-16
State of Wyoming
CLOSED0227-227-100%$266.7K$0-$266.7K2026-10-28
Lynx Investment Advisory
CLOSED0223-223-100%$262.5K$0-$262.5K2026-10-27
Single Point Partners, LLC
CLOSED0220-220-100%$258.5K$0-$258.5K2026-10-19
Weil Company, Inc.
CLOSED0220-220-100%$258.2K$0-$258.2K2026-10-14
Towerpoint Wealth, LLC
CLOSED0218-218-100%$256.1K$0-$256.1K2026-10-13
BankPlus Wealth Management LLC
CLOSED0216-216-100%$253.9K$0-$253.9K2026-10-13
Old Peak Finance LLC
CLOSED0215-215-100%$252.7K$0-$252.7K2026-11-02
Impact Investors, Inc
CLOSED0214-214-100%$251.4K$0-$251.4K2026-11-02
Maltin Wealth Management, Inc.
CLOSED0214-214-100%$251.4K$0-$251.4K2026-10-13
Manske Wealth Management
CLOSED0212-212-100%$249.1K$0-$249.1K2026-10-26
Spinnaker Investment Group, LLC
CLOSED0211-211-100%$247.9K$0-$247.9K2026-10-13
Index Fund Advisors, Inc.
CLOSED0210-210-100%$246.8K$0-$246.8K2026-11-05
Core Wealth Management, Inc.
CLOSED0210-210-100%$246.7K$0-$246.7K2026-10-22
Creekside Partners
CLOSED0210-210-100%$246.7K$0-$246.7K2026-11-04
New England Professional Planning Group Inc.
CLOSED0210-210-100%$246.7K$0-$246.7K2026-10-29
Narus Financial Partners, LLC
CLOSED0209-209-100%$245.5K$0-$245.5K2026-10-19
HMS Capital Management, LLC
CLOSED0209-209-100%$245.5K$0-$245.5K2026-10-20
Vestia Personal Wealth Advisors
CLOSED0208-208-100%$244.5K$0-$244.5K2026-10-20
Pinnacle Wealth Management Group, Inc.
CLOSED0208-208-100%$244.4K$0-$244.4K2026-10-15
Avaii Wealth Management, LLC
CLOSED0207-207-100%$243.2K$0-$243.2K2026-10-09
Glass Wealth Management Co LLC
CLOSED0207-207-100%$243.2K$0-$243.2K2026-10-28
Harmony Asset Management LLC
CLOSED0206-206-100%$242.1K$0-$242.1K2026-10-20
Mandatum Life Insurance Co Ltd
CLOSED0206-206-100%$242.0K$0-$242.0K2026-11-06
Stage Harbor Financial, LLC
CLOSED0204-204-100%$239.7K$0-$239.7K2026-11-03
Sageworth Trust Co of South Dakota
CLOSED0204-204-100%$239.7K$0-$239.7K2026-10-30
Isthmus Partners, LLC
CLOSED0204-204-100%$239.7K$0-$239.7K2026-10-21
Values Added Financial LLC
CLOSED0203-203-100%$238.5K$0-$238.5K2026-10-28
KFA Private Wealth Group, LLC
CLOSED0203-203-100%$238.5K$0-$238.5K2026-10-07
Connecticut Capital Management Group, LLC
CLOSED0202-202-100%$237.3K$0-$237.3K2026-10-29
Ellis Investment Partners, LLC
CLOSED0202-202-100%$237.4K$0-$237.4K2026-10-21
Burney Co/
CLOSED0201-201-100%$236.1K$0-$236.1K2026-10-15
LifeWealth Investments, LLC
CLOSED0201-201-100%$236.1K$0-$236.1K2026-10-21
Greenhouse Wealth Management, LLC
CLOSED0200-200-100%$235.0K$0-$235.0K2026-10-20
Kagan Cocozza Asset Management
CLOSED0200-200-100%$235.0K$0-$235.0K2026-10-19
Mountain Capital Investment Advisors Inc.
CLOSED0200-200-100%$235.1K$0-$235.1K2026-11-06
Stone House Investment Management, LLC
CLOSED0200-200-100%$235.1K$0-$235.1K2026-10-23
WBH Advisory Inc
CLOSED0199-199-100%$233.9K$0-$233.9K2026-11-05
Kesler, Norman & Wride, LLC
CLOSED0199-199-100%$233.8K$0-$233.8K2026-11-06
Foguth Wealth Management, Llc.
CLOSED0199-199-100%$214.8K$0-$214.8K2026-10-19
Cherrydale Wealth Management, LLC
CLOSED0198-198-100%$232.6K$0-$232.6K2026-10-20
Bright Futures Wealth Management, Llc.
CLOSED0198-198-100%$232.7K$0-$232.7K2026-10-23
MBA Advisors LLC
CLOSED0198-198-100%$232.6K$0-$232.6K2026-10-29
Cyr Financial Inc.
CLOSED0197-197-100%$231.4K$0-$231.4K2026-10-16
Fiduciary Financial Group, LLC
CLOSED0197-197-100%$231.4K$0-$231.4K2026-10-13
S&A Financial Services, Inc.
CLOSED0196-196-100%$230.3K$0-$230.3K2026-11-03
Silvia Mccoll Wealth Management, LLC
CLOSED0196-196-100%$230.3K$0-$230.3K2026-10-07
St. Louis Trust Co
CLOSED0196-196-100%$293.8K$0-$293.8K2026-11-03
Altus Wealth Group LLC
CLOSED0196-196-100%$230.3K$0-$230.3K2026-10-20
Horizon Advisory Services, Inc.
CLOSED0195-195-100%$229.1K$0-$229.1K2026-10-29
Avantra Family Wealth, Inc.
CLOSED0194-194-100%$227.9K$0-$227.9K2026-10-20
Worthington Financial Partners, LLC
CLOSED0194-194-100%$228.4K$0-$228.4K2026-10-13
Lionshead Wealth Management, LLC
CLOSED0193-193-100%$226.8K$0-$226.8K2026-10-21
KRM Wealth Management L.L.C.
CLOSED0193-193-100%$227.0K$0-$227.0K2026-11-02
Barings LLC
CLOSED0193-193-100%$226.7K$0-$226.7K2026-10-22
KFG Wealth Management, LLC
CLOSED0193-193-100%$227.0K$0-$227.0K2026-10-16
Fusion Family Wealth, LLC
CLOSED0191-191-100%$224.4K$0-$224.4K2026-11-02
Levin Capital Strategies, L.P.
CLOSED0191-191-100%$224.4K$0-$224.4K2026-11-02
Richmond Investment Services, LLC
CLOSED0191-191-100%$223.8K$0-$223.8K2026-10-29
Firestone Capital Management
CLOSED0191-191-100%$224.4K$0-$224.4K2026-11-03
Nolet Wealth Management, LLC
CLOSED0190-190-100%$222.7K$0-$222.7K2026-10-15
Gordian Advisors LLC
CLOSED0190-190-100%$223.2K$0-$223.2K2026-10-30
Capstone Wealth Management Group, LLC
CLOSED0190-190-100%$223.3K$0-$223.3K2026-11-05
Brown Wealth Management, LLC
CLOSED0190-190-100%$223.2K$0-$223.2K2026-10-20
WJ Wealth Management, LLC
CLOSED0188-188-100%$220.9K$0-$220.9K2026-11-03
Valtinson Bruner Financial Planning LLC
CLOSED0188-188-100%$220.9K$0-$220.9K2026-11-02
Lifetime Wealth Management P.C.
CLOSED0187-187-100%$219.7K$0-$219.7K2026-10-29
Pacific Wealth Strategies Group, Inc.
CLOSED0186-186-100%$218.5K$0-$218.5K2026-11-02
Independent Wealth Network Inc.
CLOSED0185-185-100%$217.4K$0-$217.4K2026-10-19
Wealth Forward, LLC
CLOSED0184-184-100%$216.2K$0-$216.2K2026-10-14
MN Wealth Advisors, LLC
CLOSED0184-184-100%$216.5K$0-$216.5K2026-10-23
Pzena Investment Management LLC
CLOSED0184-184-100%$216.2K$0-$216.2K2026-10-30
Obsidian CIO, LLC
CLOSED0184-184-100%$216.4K$0-$216.4K2026-11-05
Stewardship Advisors, LLC
CLOSED0183-183-100%$215.0K$0-$215.0K2026-10-20
Benedict Financial Advisors Inc
CLOSED0183-183-100%$215.0K$0-$215.0K2026-10-07
Kure Advisory, LLC
CLOSED0182-182-100%$213.8K$0-$213.8K2026-10-08
KTF Investments, LLC
CLOSED0182-182-100%$213.8K$0-$213.8K2026-10-23
Mustard Seed Financial, LLC
CLOSED0180-180-100%$211.5K$0-$211.5K2026-10-30
Elco Management Co., LLC
CLOSED0180-180-100%$211.5K$0-$211.5K2026-10-14
Beacon Capital Management, LLC
CLOSED0180-180-100%$212.0K$0-$212.0K2026-10-23
Private Wealth Partners, LLC
CLOSED0180-180-100%$211.5K$0-$211.5K2026-10-22
Client 1ST Advisory Group, LLC
CLOSED0179-179-100%$210.3K$0-$210.3K2026-10-19
IFG Advisors, LLC
CLOSED0179-179-100%$210.3K$0-$210.3K2026-10-15
Capital Squared Financial LLC
CLOSED0179-179-100%$209.8K$0-$209.8K2026-10-30
Matauro, LLC
CLOSED0179-179-100%$210.3K$0-$210.3K2026-11-03
Taylor & Morgan Wealth Management, LLC
CLOSED0179-179-100%$210.3K$0-$210.3K2026-10-09
LongView Wealth Management
CLOSED0179-179-100%$210.5K$0-$210.5K2026-10-19
Woodley Farra Manion Portfolio Management Inc
CLOSED0178-178-100%$209.2K$0-$209.2K2026-11-05
Able Financial Group, LLC
CLOSED0178-178-100%$209.7K$0-$209.7K2026-10-14
TradeWell Securities, Llc.
CLOSED0178-178-100%$209.4K$0-$209.4K2026-10-21
Mattern Wealth Management LLC
CLOSED0178-178-100%$209.1K$0-$209.1K2026-11-04
Castleview Partners, LLC
CLOSED0177-177-100%$208.0K$0-$208.0K2026-10-09
Wedgewood Investors Inc
CLOSED0177-177-100%$208.0K$0-$208.0K2026-10-28
First Merchants Corp
CLOSED0176-176-100%$206.8K$0-$206.8K2026-10-15
Aafmaa Wealth Management & Trust LLC
CLOSED0176-176-100%$206.8K$0-$206.8K2026-10-14
Tred Avon Family Wealth, LLC
CLOSED0176-176-100%$206.8K$0-$206.8K2026-10-20
Brian LOW Financial Group, LLC
CLOSED0176-176-100%$206.8K$0-$206.8K2026-10-28
Unique Wealth, LLC
CLOSED0176-176-100%$206.8K$0-$206.8K2026-10-16
Gill Capital Partners, LLC
CLOSED0175-175-100%$205.6K$0-$205.6K2026-10-13
Accelerate Investment Advisors LLC
CLOSED0175-175-100%$205.2K$0-$205.2K2026-11-02
Convergence Investment Partners, LLC
CLOSED0175-175-100%$205.6K$0-$205.6K2026-10-28
Trace Wealth Advisors, LLC
CLOSED0174-174-100%$204.4K$0-$204.4K2026-10-30
Patriot Investment Management Group, Inc.
CLOSED0174-174-100%$204.4K$0-$204.4K2026-10-15
Thrive Capital Management, LLC
CLOSED0174-174-100%$204.5K$0-$204.5K2026-10-28
Planned Solutions, Inc.
CLOSED0174-174-100%$204.4K$0-$204.4K2026-10-19
Nicholas Wealth, Llc.
CLOSED0174-174-100%$204.5K$0-$204.5K2026-10-26
August Group Capital Ltd
CLOSED0173-173-100%$202.1K$0-$202.1K2026-10-14
Inman Jager Wealth Management, LLC
CLOSED0172-172-100%$202.1K$0-$202.1K2026-11-05
DecisionMap Wealth Management, LLC
CLOSED0172-172-100%$202.1K$0-$202.1K2026-10-29
Juno Financial Group LLC
CLOSED0172-172-100%$202.4K$0-$202.4K2026-10-27
Investment Management Trust, LLC
CLOSED0171-171-100%$201.4K$0-$201.4K2026-11-05
Pettinga Financial Advisors LLC
CLOSED0171-171-100%$200.9K$0-$200.9K2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED0164-164-100%$192.8K$0-$192.8K2026-10-29
Summit Securities Group LLC
CLOSED0146-146-100%$171.5K$0-$171.5K2026-11-05
Robinswood Financial LLC
CLOSED090-90-100%$105.8K$0-$105.8K2026-10-20
Solstein Capital, LLC
CLOSED083-83-100%$97.5K$0-$97.5K2026-11-02
Founders Capital Management
CLOSED075-75-100%$88.3K$0-$88.3K2026-10-13
Lipe & Dalton
CLOSED073-73-100%$86$0-$862026-10-15
Strategic Wealth Advisors LLC
CLOSED054-54-100%$35$0-$352026-11-06
Commonwealth Retirement Investments LLC
CLOSED046-46-100%$54.0K$0-$54.0K2026-10-26
Brooklyn FI, LLC
CLOSED024-24-100%$23.6K$0-$23.6K2026-11-05
Evolution Advisers, Inc.
CLOSED023-23-100%$27.0K$0-$27.0K2026-11-06
Sims Investment Management, LLC
CLOSED020-20-100%$23.5K$0-$23.5K2026-10-13
Daytona Street Capital LLC
CLOSED09-9-100%$9.9K$0-$9.9K2026-10-15
Whipplewood Advisors, LLC
CLOSED09-9-100%$10.6K$0-$10.6K2026-10-20
Blue Line Capital, LLC / IL
CLOSED05-5-100%$5.9K$0-$5.9K2026-11-04
Financially Speaking Inc
CLOSED03-3-100%$2.6K$0-$2.6K2026-11-05
Cornerstone Wealth Partners, LLC
CLOSED03-3-100%$3.5K$0-$3.5K2026-10-28
Tounjian Advisory Partners, LLC
DECREASED0103-103-100%$120.6K$276-$120.3K2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED000—$591.1K$517.1K-$74.1K2026-10-29
BlackRock, Inc.
N/A—21,763,980-21,763,980-100%$25.6B———
Vanguard Capital Management LLC
N/A—17,552,000-17,552,000-100%$20.6B———
FMR LLC
N/A—16,150,499-16,150,499-100%$19.0B———
State Street Corp
N/A—11,765,340-11,765,340-100%$13.8B———
JPMorgan Chase & Co
N/A—6,253,305-6,253,305-100%$6.9B———
Morgan Stanley
N/A—5,715,959-5,715,959-100%$6.7B———
Capital World Investors
N/A—5,007,405-5,007,405-100%$5.9B———
Vanguard Portfolio Management LLC
N/A—4,723,958-4,723,958-100%$5.5B———
Norges Bank
N/A—3,419,249-3,419,249-100%$4.0B———
Goldman Sachs Group Inc
N/A—2,941,181-2,941,181-100%$3.5B———
Northern Trust Corp
N/A—2,801,215-2,801,215-100%$3.3B———
Price T Rowe Associates Inc
N/A—2,715,924-2,715,924-100%$3.2B———
Invesco Ltd.
N/A—2,611,700-2,611,700-100%$3.1B———
Coatue Management LLC
N/A—2,558,164-2,558,164-100%$3.0B———
Bank of America Corp
N/A—2,520,821-2,520,821-100%$3.0B———
Charles Schwab Investment Management Inc
N/A—2,114,132-2,114,132-100%$2.5B———
Jupiter Topco LLC
N/A—2,018,612-2,018,612-100%$2.4B———
UBS Group AG
N/A—1,889,093-1,889,093-100%$2.2B———
UBS Asset Management Americas LLC
N/A—1,810,471-1,810,471-100%$2.1B———
Nuveen, LLC
N/A—1,628,723-1,628,723-100%$1.9B———
Legal & General Group Plc
N/A—1,625,272-1,625,272-100%$1.9B———
Newport Trust Company, LLC
N/A—1,564,005-1,564,005-100%$1.8B———
Massachusetts Financial Services Co
N/A—1,551,035-1,551,035-100%$1.8B———
Vanguard Fiduciary Trust Co
N/A—1,544,305-1,544,305-100%$1.8B———
AQR Capital Management LLC
N/A—1,521,865-1,521,865-100%$1.7B———
Capital International Investors
N/A—1,412,470-1,412,470-100%$1.7B———
Baird Financial Group, Inc.
N/A—1,403,302-1,403,302-100%$1.6B———
Franklin Resources Inc
N/A—1,350,762-1,350,762-100%$1.6B———
Royal Bank of Canada
N/A—1,261,149-1,261,149-100%$1.5B———
Wells Fargo & Company
N/A—1,087,329-1,087,329-100%$1.3B———
First Trust Advisors LP
N/A—1,010,178-1,010,178-100%$1.2B———
Raymond James Financial Inc
N/A—993,762-993,762-100%$1.2B———
Jennison Associates LLC
N/A—843,117-843,117-100%$990.5M———
Nordea Investment Management AB
N/A—818,878-818,878-100%$928.2M———
Alliancebernstein L.P.
N/A—803,446-803,446-100%$701.3M———
Tiger Global Management LLC
N/A—797,511-797,511-100%$937.0M———
Federated Hermes, Inc.
N/A—774,251-774,251-100%$909.6M———
Swiss National Bank
N/A—760,245-760,245-100%$893.2M———
Voya Investment Management LLC
N/A—712,789-712,789-100%$837.4M———
Victory Capital Management Inc
N/A—709,173-709,173-100%$833.2M———
HSBC Holdings PLC
N/A—698,890-698,890-100%$819.2M———
Blair William & Co
N/A—659,673-659,673-100%$775.0M———
American Century Companies Inc
N/A—635,080-635,080-100%$746.1M———
Arrowstreet Capital, Limited Partnership
N/A—635,016-635,016-100%$746.1M———
Ameriprise Financial Inc
N/A—628,616-628,616-100%$739.3M———
Schroder Investment Management Group
N/A—618,568-618,568-100%$726.7M———
Canada Pension Plan Investment Board
N/A—600,413-600,413-100%$705.4M———
Vanguard Global Advisers, LLC
N/A—580,698-580,698-100%$682.2M———
National Pension Service
N/A—564,585-564,585-100%$663.3M———
TD Asset Management Inc
N/A—546,673-546,673-100%$642.3M———
California Public Employees Retirement System
N/A—538,802-538,802-100%$633.0M———
Bank of Montreal
N/A—538,022-538,022-100%$632.1M———
Vanguard Asset Management, Ltd
N/A—492,378-492,378-100%$578.5M———
Envestnet Asset Management Inc
N/A—487,847-487,847-100%$573.2M———
BNP Paribas Asset Management Holding S.A.
N/A—473,469-473,469-100%$556.2M———
BNP Paribas Financial Markets
N/A—470,130-470,130-100%$552.3M———
W1m Asset Management Ltd
N/A—465,513-465,513-100%$546.6M———
Neuberger Berman Group LLC
N/A—462,934-462,934-100%$543.8M———
Mariner, LLC
N/A—461,705-461,705-100%$542.1M———
Rhumbline Advisers
N/A—461,338-461,338-100%$542.0M———
Artisan Partners Limited Partnership
N/A—433,047-433,047-100%$508.8M———
CIBC Bancorp USA Inc.
N/A—421,793-421,793-100%$495.5M———
Rockefeller Capital Management L.P.
N/A—420,587-420,587-100%$494.2M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—419,569-419,569-100%$492.9M———
California State Teachers Retirement System
N/A—411,394-411,394-100%$483.3M———
Axiom Investors LLC
N/A—411,058-411,058-100%$482.9M———
Fundsmith LLP
N/A—409,835-409,835-100%$481.5M———
Fred Alger Management, LLC
N/A—400,255-400,255-100%$470.4M———
Wellington Management Group LLP
N/A—383,942-383,942-100%$451.1M———
Winslow Capital Management, LLC
N/A—360,801-360,801-100%$423.9M———
SEI Investments Co
N/A—356,048-356,048-100%$418.3M———
Natixis Advisors, LLC
N/A—329,090-329,090-100%$386.6M———
Stifel Financial Corp
N/A—322,868-322,868-100%$379.3M———
Life Cycle Investment Partners Ltd
N/A—316,645-316,645-100%$372.0M———
Polar Capital Holdings Plc
N/A—304,432-304,432-100%$357.7M———
SG Americas Securities, LLC
N/A—296,379-296,379-100%$348.2M———
Tidal Investments LLC
N/A—294,736-294,736-100%$346.3M———
New York State Common Retirement Fund
N/A—287,972-287,972-100%$338.3M———
Prudential Financial Inc
N/A—275,549-275,549-100%$323.7M———
First Manhattan Co. Llc.
N/A—270,578-270,578-100%$318.0M———
LOS Angeles Capital Management LLC
N/A—259,959-259,959-100%$305.4M———
Ensign Peak Advisors, Inc
N/A—255,746-255,746-100%$300.5M———
Bessemer Group Inc
N/A—242,381-242,381-100%$284.8M———
Aviva PLC
N/A—242,333-242,333-100%$284.7M———
Westfield Capital Management Co LP
N/A—241,272-241,272-100%$283.5M———
Manufacturers Life Insurance Company, the
N/A—239,711-239,711-100%$281.6M———
Korea Investment Corp
N/A—236,880-236,880-100%$278.3M———
Adage Capital Partners GP, L.L.C.
N/A—234,699-234,699-100%$275.7M———
State Board of Administration of Florida Retirement System
N/A—234,207-234,207-100%$275.2M———
Jones Financial Companies Lllp
N/A—233,947-233,947-100%$244.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—221,672-221,672-100%$260.4M———
Munro Partners
N/A—217,873-217,873-100%$256.0M———
Holocene Advisors, LP
N/A—210,914-210,914-100%$247.8M———
Danske Bank A/S
N/A—198,552-198,552-100%$233.3M———
Polen Capital Management LLC
N/A—196,612-196,612-100%$231.0M———
DSM Capital Partners LLC
N/A—191,962-191,962-100%$225.5M———
CI Investments Inc.
N/A—179,612-179,612-100%$211.0M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—177,594-177,594-100%$208.6M———
Bowen Hanes & Co Inc
N/A—172,293-172,293-100%$150.4M———
1832 Asset Management L.P.
N/A—171,011-171,011-100%$200.9M———
HighTower Advisors, LLC
N/A—168,874-168,874-100%$198.4M———
Cetera Investment Advisers
N/A—168,443-168,443-100%$197.9M———
Royal London Asset Management LTD
N/A—167,148-167,148-100%$196.4M———
Employees Provident Fund Board
N/A—166,521-166,521-100%$195.6M———
ABN Amro Bank N.V.
N/A—161,348-161,348-100%$185.9M———
Lord, Abbett & Co. LLC
N/A—157,334-157,334-100%$184.8M———
Marsico Capital Management LLC
N/A—156,599-156,599-100%$184.0M———
Allianz Asset Management GmbH
N/A—154,407-154,407-100%$181.4M———
Quantinno Capital Management LP
N/A—154,196-154,196-100%$181.2M———
Susquehanna Advisors Group, Inc.
N/A—150,000-150,000-100%$176.2M———
Osaic Holdings, Inc.
N/A—146,184-146,184-100%$171.8M———
Citadel Advisors LLC
N/A—145,490-145,490-100%$170.9M———
SOA Wealth Advisors, Llc.
N/A—144,680-144,680-100%$614.3K———
State of Wisconsin Investment Board
N/A—144,196-144,196-100%$169.4M———
Teacher Retirement System of Texas
N/A—143,189-143,189-100%$168.2M———
Captrust Financial Advisors
N/A—143,057-143,057-100%$168.1M———
Credit Agricole S A
N/A—140,818-140,818-100%$165.4M———
Nomura Asset Management Co LTD
N/A—136,567-136,567-100%$160.4M———
Jane Street Group, LLC
N/A—136,446-136,446-100%$160.3M———
National Bank of Canada
N/A—133,944-133,944-100%$157.2M———
Chevy Chase Trust Holdings, LLC
N/A—131,460-131,460-100%$154.4M———
Atalanta Sosnoff Capital, LLC
N/A—129,835-129,835-100%$152.5M———
Vanguard Investments Australia, Ltd.
N/A—128,902-128,902-100%$151.4M———
Fundsmith Investment Services Ltd.
N/A—128,646-128,646-100%$151.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—128,459-128,459-100%$150.9M———
CIBC World Market Inc.
N/A—126,827-126,827-100%$149.0M———
Marex Group Ltd
N/A—124,694-124,694-100%$146.5M———
Treasurer of the State of North Carolina
N/A—124,495-124,495-100%$146.3M———
Groupama Asset Managment
N/A—123,479-123,479-100%$136.6M———
Performance Wealth Partners, LLC
N/A—123,244-123,244-100%$144.8M———
Dodge & COX
N/A—122,871-122,871-100%$144.4M———
Bridgewater Associates, LP
N/A—122,768-122,768-100%$144.2M———
KLP Kapitalforvaltning AS
N/A—119,470-119,470-100%$140.4M———
Cerity Partners LLC
N/A—117,368-117,368-100%$137.9M———
Clear Street Group Inc.
N/A—116,884-116,884-100%$137.3M———
Public Employees Retirement System of Ohio
N/A—115,185-115,185-100%$135.3M———
DnB Asset Management AS
N/A—111,794-111,794-100%$131.3M———
Nissay Asset Management Corp N
N/A—109,157-109,157-100%$128.2M———
Eventide Asset Management, LLC
N/A—106,999-106,999-100%$124.7M———
Focus Partners Wealth
N/A—103,816-103,816-100%$122.0M———
Janney Montgomery Scott LLC
N/A—103,718-103,718-100%$121.9M———
Valiant Capital Management, L.P.
N/A—97,612-97,612-100%$114.7M———
State of Tennessee, Department of Treasury
N/A—97,097-97,097-100%$114.1M———
Silvant Capital Management LLC
N/A—92,085-92,085-100%$108.2M———
Lazard Asset Management LLC
N/A—89,171-89,171-100%$104.8M———
Tredje Ap-fonden
N/A—87,105-87,105-100%$102.3M———
Panagora Asset Management Inc
N/A—86,046-86,046-100%$101.1M———
Capital Advisors Inc
N/A—86,038-86,038-100%$101.1M———
Sirios Capital Management L P
N/A—83,279-83,279-100%$97.8M———
Toronto Dominion Bank
N/A—82,929-82,929-100%$97.4M———
IEQ Capital, LLC
N/A—81,722-81,722-100%$96.0M———
Defiance ETFs, LLC
N/A—80,747-80,747-100%$91.6M———
Resona Asset Management Co.,Ltd.
N/A—78,724-78,724-100%$91.3M———
Sanctuary Advisors, LLC
N/A—77,857-77,857-100%$91.5M———
Empowered Funds, LLC
N/A—77,028-77,028-100%$90.5M———
Steward Partners Investment Advisory, LLC
N/A—75,411-75,411-100%$88.6M———
Worldquant Millennium Advisors LLC
N/A—75,065-75,065-100%$88.2M———
Erste Asset Management GmbH
N/A—74,577-74,577-100%$81.8M———
Public Employees Retirement Association of Colorado
N/A—74,536-74,536-100%$87.6M———
NFJ Investment Group, LLC
N/A—74,128-74,128-100%$87.1M———
TCW Group Inc
N/A—73,153-73,153-100%$85.9M———
MetLife Investment Management, LLC
N/A—72,054-72,054-100%$84.7M———
Zurich Insurance Group Ltd
N/A—70,824-70,824-100%$83.2M———
NewEdge Advisors, LLC
N/A—69,996-69,996-100%$82.2M———
Gabelli Funds LLC
N/A—69,439-69,439-100%$81.6M———
Nomura Asset Management International Inc.
N/A—68,915-68,915-100%$81.0M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—67,770-67,770-100%$79.6M———
Acadian Asset Management LLC
N/A—67,494-67,494-100%$79.3M———
D. E. Shaw & Co., Inc.
N/A—65,033-65,033-100%$76.4M———
Mercer Global Advisors Inc
N/A—63,423-63,423-100%$74.5M———
O'shaughnessy Asset Management, LLC
N/A—58,385-58,385-100%$68.6M———
Groupe la Francaise
N/A—57,855-57,855-100%$68.0M———
Capital International, Inc.
N/A—57,206-57,206-100%$67.2M———
Intech Investment Management LLC
N/A—56,910-56,910-100%$66.9M———
Commerce Bank
N/A—54,888-54,888-100%$64.5M———
Woodline Partners LP
N/A—54,784-54,784-100%$64.4M———
Omers Administration Corp
N/A—54,730-54,730-100%$64.3M———
Mediolanum International Funds Ltd
N/A—51,773-51,773-100%$57.1M———
Banco Santander, S.A.
N/A—51,483-51,483-100%$60.5M———
Main Street Research LLC
N/A—50,802-50,802-100%$59.7M———
Pathstone Holdings, LLC
N/A—50,351-50,351-100%$59.3M———
Man Group plc
N/A—50,127-50,127-100%$58.9M———
Tortoise Capital Advisors, L.L.C.
N/A—49,201-49,201-100%$57.8M———
Northwestern Mutual Wealth Management Co
N/A—48,845-48,845-100%$57.4M———
Rathbones Group PLC
N/A—48,734-48,734-100%$57.3M———
MML Investors Services, LLC
N/A—48,680-48,680-100%$57.2M———
EFG International AG
N/A—48,107-48,107-100%$56.5M———
One Madison Group LLC
N/A—48,000-48,000-100%$56.4M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—47,894-47,894-100%$54.8M———
Castleark Management LLC
N/A—46,101-46,101-100%$54.2M———
Brown Advisory Inc
N/A—45,719-45,719-100%$53.7M———
M&T Bank Corp
N/A—44,821-44,821-100%$52.7M———
Susquehanna International Group, LLP
N/A—44,587-44,587-100%$52.4M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—44,577-44,577-100%$52.4M———
Value Aligned Research Advisors, LLC
N/A—44,433-44,433-100%$52.2M———
Zimmer Partners, LP
N/A—44,000-44,000-100%$51.7M———
Vanguard Personalized Indexing Management, LLC
N/A—43,977-43,977-100%$51.7M———
QRG Capital Management, Inc.
N/A—43,643-43,643-100%$51.3M———
Public Sector Pension Investment Board
N/A—43,534-43,534-100%$51.1M———
Thames Capital Management LLC
N/A—43,318-43,318-100%$50.9M———
Handelsbanken Fonder AB
N/A—43,272-43,272-100%$50.8K———
Varma Mutual Pension Insurance Co
N/A—43,043-43,043-100%$50.6M———
Macquarie Group LTD
N/A—42,623-42,623-100%$50.1M———
Front Street Capital Management, Inc.
N/A—42,527-42,527-100%$50.0M———
Wedbush Fund Advisers, LLC
N/A—42,512-42,512-100%$49.9M———
Ilex Capital Partners (UK) LLP
N/A—40,906-40,906-100%$48.1M———
Utah Retirement Systems
N/A—40,853-40,853-100%$48.0M———
Wealthfront Advisers LLC
N/A—40,606-40,606-100%$47.7M———
British Columbia Investment Management Corp
N/A—40,399-40,399-100%$47.5M———
Police & Firemen's Retirement System of New Jersey
N/A—40,291-40,291-100%$47.3M———
Federation des caisses Desjardins du Quebec
N/A—39,926-39,926-100%$46.9M———
Nomura Holdings Inc
N/A—39,334-39,334-100%$46.2M———
Vinva Investment Management Ltd
N/A—37,922-37,922-100%$41.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—37,900-37,900-100%$44.5M———
Capital International Sarl
N/A—37,875-37,875-100%$44.5M———
Banque Transatlantique SA
N/A—36,005-36,005-100%$37.4M———
Equitable Holdings, Inc.
N/A—35,743-35,743-100%$42.0M———
Bank of Nova Scotia
N/A—35,580-35,580-100%$41.8M———
NS Partners Ltd
N/A—35,557-35,557-100%$41.8M———
Arax Advisory Partners
N/A—35,430-35,430-100%$41.6M———
&partners
N/A—35,193-35,193-100%$41.3M———
Private Advisor Group, LLC
N/A—35,092-35,092-100%$41.2M———
Advisory Services Network, LLC
N/A—34,084-34,084-100%$40.0M———
Azimuth Capital Investment Management LLC
N/A—33,052-33,052-100%$38.8M———
United Capital Financial Advisors, LLC
N/A—32,593-32,593-100%$38.3M———
Anomaly Capital Management, LP
N/A—32,519-32,519-100%$38.2M———
Scotia Capital Inc.
N/A—31,727-31,727-100%$37.3M———
APG Asset Management N.V.
N/A—31,299-31,299-100%$32.2M———
Jupiter Asset Management LTD
N/A—31,170-31,170-100%$36.6M———
Capula Management Ltd
N/A—30,263-30,263-100%$35.6M———
Capital Group Private Client Services, Inc.
N/A—29,971-29,971-100%$35.2M———
Investment Management Corp of Ontario
N/A—29,496-29,496-100%$34.7M———
VAN Lanschot Kempen Investment Management N.V.
N/A—29,275-29,275-100%$34.4M———
Pacer Advisors, Inc.
N/A—29,016-29,016-100%$34.1M———
Sequoia Financial Advisors, LLC
N/A—28,951-28,951-100%$34.0M———
Millennium Management LLC
N/A—28,852-28,852-100%$33.9M———
Caisse de Depot ET Placement DU Quebec
N/A—28,061-28,061-100%$33.0M———
Elo Mutual Pension Insurance Co
N/A—27,566-27,566-100%$32.4M———
First Long Island Investors, LLC
N/A—27,523-27,523-100%$32.3M———
Renaissance Group LLC
N/A—27,089-27,089-100%$31.8M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—26,969-26,969-100%$31.7M———
Allstate Corp
N/A—26,729-26,729-100%$31.4M———
Fiduciary Trust Co
N/A—26,639-26,639-100%$31.3M———
Stratos Wealth Partners, Ltd.
N/A—26,615-26,615-100%$31.3M———
Rafferty Asset Management, LLC
N/A—26,551-26,551-100%$31.2M———
Huntington National Bank
N/A—26,259-26,259-100%$30.9M———
Vaughan Nelson Investment Management, L.P.
N/A—26,240-26,240-100%$30.8M———
MAR Vista Investment Partners LLC
N/A—26,096-26,096-100%$30.7M———
Kinetic Partners Management, LP
N/A—25,905-25,905-100%$30.4M———
Tiaa Wealth Investment Management LLC
N/A—25,745-25,745-100%$30.2M———
Voleon Capital Management LP
N/A—25,681-25,681-100%$30.2M———
Advisors Asset Management, Inc.
N/A—25,204-25,204-100%$29.6M———
Clarity Financial LLC
N/A—25,075-25,075-100%$29.5M———
Teachers Retirement System of the State of Kentucky
N/A—24,495-24,495-100%$28.8M———
Pinebridge Investments LLC
N/A—24,434-24,434-100%$28.7M———
Night Owl Capital Management, LLC
N/A—24,164-24,164-100%$28.4M———
Caprock Group, LLC
N/A—22,553-22,553-100%$26.5M———
Bradley Foster & Sargent Inc
N/A—21,644-21,644-100%$25.4M———
Scopus Asset Management, L.P.
N/A—21,282-21,282-100%$25.0M———
Mizuho Securities USA LLC
N/A—21,038-21,038-100%$24.7M———
New Age Alpha Advisors, LLC
N/A—20,868-20,868-100%$24.5M———
Vident Advisory, LLC
N/A—20,675-20,675-100%$24.3M———
Nicholas Investment Partners, LP
N/A—20,532-20,532-100%$24.1M———
E Fund Management Co., Ltd.
N/A—19,573-19,573-100%$23.0M———
Daiichi Life Insurance Co., Ltd.
N/A—19,527-19,527-100%$22.9M———
Impax Asset Management Group plc
N/A—19,144-19,144-100%$22.5M———
Eagle Capital Management LLC
N/A—19,116-19,116-100%$22.5M———
11 Capital Partners LP
N/A—19,076-19,076-100%$22.4M———
Aventail Capital Group, LP
N/A—19,062-19,062-100%$22.4M———
RH Tailwind Management, LLC
N/A—19,000-19,000-100%$22.3M———
Saudi Central Bank
N/A—18,867-18,867-100%$22.2M———
Beck Capital Management, LLC
N/A—18,832-18,832-100%$22.1M———
Waverly Advisors, LLC
N/A—18,651-18,651-100%$21.9M———
SIH Partners, Lllp
N/A—18,148-18,148-100%$21.3M———
Dorsey Wright & Associates
N/A—17,981-17,981-100%$21.1M———
Integrated Wealth Concepts LLC
N/A—17,963-17,963-100%$21.1M———
Kadensa Capital Ltd
N/A—17,914-17,914-100%$21.0M———
Horizon Investments, LLC
N/A—17,658-17,658-100%$20.7M———
MAI Capital Management
N/A—17,434-17,434-100%$20.5M———
Mathes Company, Inc.
N/A—17,389-17,389-100%$20.4M———
Kentucky Retirement Systems
N/A—17,044-17,044-100%$20.0M———
AustralianSuper Pty Ltd
N/A—16,999-16,999-100%$20.0M———
Andra Ap-fonden
N/A—16,808-16,808-100%$19.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—16,800-16,800-100%$19.7M———
AE Wealth Management LLC
N/A—16,767-16,767-100%$19.7M———
Orion Porfolio Solutions, LLC
N/A—16,399-16,399-100%$19.3M———
Gotham Asset Management, LLC
N/A—16,327-16,327-100%$19.2M———
Aptus Capital Advisors, LLC
N/A—16,321-16,321-100%$19.2M———
Global Retirement Partners, LLC
N/A—15,947-15,947-100%$18.7M———
Pennant Investors, LP
N/A—15,500-15,500-100%$18.2M———
Norinchukin Bank, The
N/A—15,428-15,428-100%$18.1M———
Flputnam Investment Management Co
N/A—15,397-15,397-100%$18.1M———
Glenmede Trust Co NA
N/A—15,306-15,306-100%$18.0M———
Capital Research Global Investors
N/A—15,289-15,289-100%$17.0M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—15,214-15,214-100%$17.9M———
Empower Advisory Group, LLC
N/A—15,183-15,183-100%$17.8M———
Walleye Trading LLC
N/A—15,168-15,168-100%$17.8M———
Ghisallo Capital Management LLC
N/A—15,000-15,000-100%$17.6M———
Gendell Jeffrey L
N/A—15,000-15,000-100%$17.6M———
Bleakley Financial Group, LLC
N/A—14,930-14,930-100%$17.5M———
Transamerica Financial Advisors, LLC
N/A—14,814-14,814-100%$17.4M———
EP Wealth Advisors, LLC
N/A—14,743-14,743-100%$17.3M———
Two Sigma Investments, LP
N/A—14,652-14,652-100%$17.2M———
Danica Pension, Livsforsikringsaktieselskab
N/A—14,575-14,575-100%$17.1M———
Independent Advisor Alliance
N/A—14,549-14,549-100%$17.1M———
Beacon Pointe Advisors, LLC
N/A—14,515-14,515-100%$17.0M———
Allianz SE
N/A—14,319-14,319-100%$16.8M———
Electron Capital Partners, LLC
N/A—14,175-14,175-100%$16.7M———
Sumitomo Life Insurance Co
N/A—14,142-14,142-100%$16.6M———
Arrow Capital Management, LLC
N/A—13,863-13,863-100%$16.3M———
Vestmark Advisory Solutions, Inc.
N/A—13,805-13,805-100%$16.2M———
Gilder Gagnon Howe & Co LLC
N/A—13,671-13,671-100%$16.1M———
Slate Path Capital LP
N/A—13,519-13,519-100%$15.9M———
NWK Group, Inc.
N/A—13,425-13,425-100%$15.8M———
Abacus FCF Advisors LLC
N/A—13,352-13,352-100%$15.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—13,288-13,288-100%$15.6M———
SIT Investment Associates Inc
N/A—13,265-13,265-100%$15.6M———
Squarepoint Ops LLC
N/A—13,126-13,126-100%$15.4M———
Van Eck Associates Corp
N/A—13,123-13,123-100%$15.4M———
Capital International LTD
N/A—13,084-13,084-100%$15.4M———
BNP Paribas
N/A—13,051-13,051-100%$15.3M———
Winton Group Ltd
N/A—13,020-13,020-100%$15.3M———
Morgens Waterfall Vintiadis & Co Inc
N/A—12,500-12,500-100%$14.7M———
Summit Financial, LLC
N/A—12,493-12,493-100%$14.7M———
World Investment Advisors
N/A—12,463-12,463-100%$11.1M———
BTG Pactual Asset Management US LLC
N/A—12,322-12,322-100%$14.5M———
Marietta Investment Partners LLC
N/A—12,206-12,206-100%$14.3M———
Gamco Investors, Inc. ET AL
N/A—12,195-12,195-100%$14.3M———
Lombard Odier Asset Management (Switzerland) SA
N/A—12,187-12,187-100%$14.3M———
Balyasny Asset Management L.P.
N/A—12,142-12,142-100%$14.3M———
USS Investment Management Ltd
N/A—12,100-12,100-100%$14.2M———
Prudential PLC
N/A—12,098-12,098-100%$14.2M———
Osmosis Investment Management UK Ltd
N/A—12,010-12,010-100%$14.1M———
Banque Cantonale Vaudoise
N/A—11,851-11,851-100%$13.9M———
Aragon Global Management, LP
N/A—11,850-11,850-100%$13.9M———
Fi3 Financial Advisors, LLC
N/A—11,808-11,808-100%$742.6K———
Harvest Fund Management Co., Ltd
N/A—11,762-11,762-100%$13.8M———
S&CO Inc
N/A—11,732-11,732-100%$13.8M———
Dakota Wealth Management
N/A—11,696-11,696-100%$13.7M———
NewEdge Wealth, LLC
N/A—11,576-11,576-100%$13.6M———
RWA Wealth Partners, LLC
N/A—11,525-11,525-100%$13.5M———
Sienna Gestion
N/A—11,516-11,516-100%$12.8M———
Fortis Capital Management LLC
N/A—11,381-11,381-100%$13.4M———
Capital Wealth Planning, LLC
N/A—11,381-11,381-100%$13.4M———
Stephens Inc
N/A—11,090-11,090-100%$13.1M———
Marshall Wace, LLP
N/A—11,064-11,064-100%$13.0M———
Silicon Valley Capital Partners
N/A—11,057-11,057-100%$13.0M———
Algert Global LLC
N/A—11,047-11,047-100%$13.0M———
Simmons Bank
N/A—11,041-11,041-100%$13.0M———
Altshuler Shaham Ltd
N/A—11,025-11,025-100%$13.0M———
Laffer Tengler Investments, Inc.
N/A—11,006-11,006-100%$12.9M———
CSM Advisors, LLC
N/A—10,998-10,998-100%$12.9M———
Vega Investment Solutions
N/A—10,985-10,985-100%$12.4M———
Navellier & Associates Inc
N/A—10,925-10,925-100%$12.8M———
Old West Investment Management, LLC
N/A—10,815-10,815-100%$12.7M———
RiverFront Investment Group, LLC
N/A—10,649-10,649-100%$12.5M———
Hudson Bay Capital Management LP
N/A—10,640-10,640-100%$12.5M———
Stratos Investment Management, LLC
N/A—10,623-10,623-100%$12.5M———
Metis Global Partners, LLC
N/A—10,585-10,585-100%$12.4M———
Mufg Securities Emea plc
N/A—10,518-10,518-100%$12.4M———
Summit Trail Advisors, LLC
N/A—10,437-10,437-100%$12.3M———
Brown Brothers Harriman & Co
N/A—10,428-10,428-100%$12.3M———
Nwam LLC
N/A—10,283-10,283-100%$12.1M———
First Washington Corp
N/A—10,243-10,243-100%$12.0M———
Estabrook Capital Management
N/A—10,179-10,179-100%$12.0M———
ING Groep NV
N/A—10,130-10,130-100%$11.9M———
M37 Management LP
N/A—10,000-10,000-100%$11.7M———
Telligent Fund, LP
N/A—10,000-10,000-100%$11.7M———
Buffalo Business & Estate Services LTD
N/A—9,923-9,923-100%$11.7M———
Arkadios Wealth Advisors
N/A—9,881-9,881-100%$11.6M———
Great Valley Advisor Group, Inc.
N/A—9,616-9,616-100%$11.3M———
Caisse DES Depots ET Consignations
N/A—9,532-9,532-100%$11.2M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—9,445-9,445-100%$11.1M———
Barometer Capital Management Inc.
N/A—9,400-9,400-100%$11.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—9,294-9,294-100%$10.9M———
Elk River Wealth Management LLC
N/A—9,282-9,282-100%$10.9M———
Siemens Fonds Invest GmbH
N/A—9,192-9,192-100%$10.8M———
Vestcor Inc
N/A—9,120-9,120-100%$10.7M———
Kingsview Wealth Management, LLC
N/A—9,097-9,097-100%$10.7M———
Edmond de Rothschild Holding S.A.
N/A—8,989-8,989-100%$10.6M———
Capitolis Liquid Global Markets LLC
N/A—8,887-8,887-100%$10.4M———
Focus Partners Advisor Solutions, LLC
N/A—8,884-8,884-100%$10.4M———
Whittier Trust Co of Nevada Inc
N/A—8,842-8,842-100%$9.5M———
Soros Capital Management LLC
N/A—8,830-8,830-100%$10.4M———
L & S Advisors Inc
N/A—8,817-8,817-100%$10.4M———
Empirical Finance, LLC
N/A—8,690-8,690-100%$10.2M———
Rice Partnership, LLC
N/A—8,646-8,646-100%$10.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—8,615-8,615-100%$10.1M———
Callan Family Office, LLC
N/A—8,589-8,589-100%$10.1M———
Johnson Investment Counsel Inc
N/A—8,362-8,362-100%$9.8M———
Cresset Asset Management, LLC
N/A—8,345-8,345-100%$9.8M———
Symmetry Investments LP
N/A—8,307-8,307-100%$9.8M———
LEE Johnson Capital Management, LLC
N/A—8,262-8,262-100%$9.7M———
PFG Investments, LLC
N/A—8,211-8,211-100%$9.6M———
Leavell Investment Management, Inc.
N/A—8,208-8,208-100%$9.6M———
Mufg Securities Americas Inc.
N/A—8,094-8,094-100%$9.5M———
Peapack Gladstone Financial Corp
N/A—8,061-8,061-100%$9.5M———
Essex Financial Services, Inc.
N/A—8,014-8,014-100%$9.4M———
Quest Investment Management LLC
N/A—7,937-7,937-100%$9.3M———
Coldstream Capital Management Inc
N/A—7,870-7,870-100%$9.2M———
Meeder Advisory Services, Inc.
N/A—7,847-7,847-100%$9.2M———
Broadleaf Partners, LLC
N/A—7,791-7,791-100%$9.2M———
Moneta Group Investment Advisors LLC
N/A—7,791-7,791-100%$9.2M———
Bluespring Wealth Management, LLC
N/A—7,680-7,680-100%$9.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—7,517-7,517-100%$8.8M———
Phoenix Financial Ltd.
N/A—7,489-7,489-100%$8.8M———
Sagefield Capital LP
N/A—7,481-7,481-100%$8.8M———
Pinnacle Financial Partners, Inc.
N/A—7,425-7,425-100%$8.7M———
Benjamin Edwards Inc
N/A—7,389-7,389-100%$8.7M———
Composition Wealth, LLC
N/A—7,375-7,375-100%$8.7M———
Guggenheim Capital LLC
N/A—7,332-7,332-100%$8.6M———
Canada Post Corp Registered Pension Plan
N/A—7,316-7,316-100%$8.6M———
Ingalls & Snyder LLC
N/A—7,202-7,202-100%$8.5M———
Banco BTG Pactual S.A.
N/A—7,160-7,160-100%$8.4M———
Envestnet Portfolio Solutions, Inc.
N/A—7,146-7,146-100%$8.4M———
Silvercrest Asset Management Group LLC
N/A—7,143-7,143-100%$8.4M———
Harbour Investments, Inc.
N/A—7,141-7,141-100%$8.4M———
Genesis Financial Group, LLC
N/A—7,102-7,102-100%$8.3M———
Potrero Capital Research LLC
N/A—7,085-7,085-100%$8.3M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—7,073-7,073-100%$8.3M———
Hillsdale Investment Management Inc.
N/A—7,070-7,070-100%$8.3M———
Kiley Juergens Wealth Management, LLC
N/A—6,971-6,971-100%$8.2M———
Ossiam
N/A—6,890-6,890-100%$8.1M———
Snowden Capital Advisors LLC
N/A—6,857-6,857-100%$8.1M———
Kovack Advisors, Inc.
N/A—6,837-6,837-100%$7.9M———
Callahan Advisors, LLC
N/A—6,699-6,699-100%$7.9M———
OneDigital Investment Advisors LLC
N/A—6,695-6,695-100%$7.9M———
Sharpepoint LLC
N/A—6,688-6,688-100%$7.9M———
Blue Edge Capital, LLC
N/A—6,617-6,617-100%$7.8M———
Science & Technology Partners, L.P.
N/A—6,600-6,600-100%$7.8M———
Graybill Wealth Management, Ltd.
N/A—6,540-6,540-100%$7.7M———
SouthState Bank Corp
N/A—6,532-6,532-100%$7.7M———
HM Payson & Co
N/A—6,515-6,515-100%$7.7M———
Trustco Bank Corp N Y
N/A—6,473-6,473-100%$7.6M———
Morse Asset Management, Inc
N/A—6,450-6,450-100%$7.6M———
Picton Mahoney Asset Management
N/A—6,370-6,370-100%$7.5M———
Wahed Invest LLC
N/A—6,294-6,294-100%$7.4M———
Wealthspire Advisors, LLC
N/A—6,292-6,292-100%$7.4M———
Longbow Finance SA
N/A—6,237-6,237-100%$7.3M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—6,208-6,208-100%$7.3M———
Fidelis Capital Partners, LLC
N/A—6,202-6,202-100%$7.3M———
Principal Securities, Inc.
N/A—6,160-6,160-100%$7.2M———
M3 Wealth Management, LLC
N/A—6,128-6,128-100%$7.2M———
Curi Capital, LLC
N/A—6,124-6,124-100%$7.2M———
Knollwood Investment Advisory, LLC
N/A—6,093-6,093-100%$7.2M———
Cvfg LLC
N/A—6,048-6,048-100%$7.1M———
D L Carlson Investment Group Inc
N/A—6,040-6,040-100%$7.1M———
Atlantic Union Bankshares Corp
N/A—6,007-6,007-100%$7.1M———
Cambient Family Office, LLC
N/A—5,945-5,945-100%$7.0M———
Bogart Wealth, LLC
N/A—5,898-5,898-100%$6.9M———
KP Management LLC
N/A—5,875-5,875-100%$6.9M———
Kayne Anderson Capital Advisors LP
N/A—5,845-5,845-100%$6.9M———
Western Wealth Management, LLC
N/A—5,839-5,839-100%$6.9M———
McMillan Office, Inc.
N/A—5,799-5,799-100%$6.8M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—5,795-5,795-100%$6.8M———
Voloridge Investment Management, LLC
N/A—5,759-5,759-100%$6.8M———
Advisors Preferred, LLC
N/A—5,728-5,728-100%$6.4M———
Pine Valley Investments Ltd Liability Co
N/A—5,683-5,683-100%$6.7M———
Mutual Advisors, LLC
N/A—5,663-5,663-100%$6.7M———
Bragg Financial Advisors, Inc
N/A—5,608-5,608-100%$6.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,601-5,601-100%$6.6M———
Choate Investment Advisors
N/A—5,548-5,548-100%$6.5M———
Smithfield Trust Co
N/A—5,523-5,523-100%$6.5M———
Mmbg Investment Advisors Co.
N/A—5,495-5,495-100%$6.5M———
Caxton Associates LLP
N/A—5,402-5,402-100%$6.3M———
CreativeOne Wealth, LLC
N/A—5,342-5,342-100%$6.3M———
TFR Capital, Llc.
N/A—5,306-5,306-100%$6.2M———
WealthShield Partners, LLC
N/A—5,194-5,194-100%$6.1M———
Tower Research Capital LLC (TRC)
N/A—5,106-5,106-100%$6.0M———
Clearbridge Investments, LLC
N/A—5,097-5,097-100%$6.0M———
Tribune Investment Group LP
N/A—5,050-5,050-100%$5.9M———
Ballentine Partners, LLC
N/A—4,949-4,949-100%$5.8M———
SageGuard Financial Group, LLC
N/A—4,933-4,933-100%$5.8M———
Rothschild Investment LLC
N/A—4,919-4,919-100%$5.8M———
Freestone Capital Holdings, LLC
N/A—4,907-4,907-100%$5.8M———
Heritage Trust Co
N/A—4,904-4,904-100%$5.8M———
Cladis Investment Advisory, LLC
N/A—4,825-4,825-100%$5.7M———
SBI Okasan Asset Management Co.Ltd.
N/A—4,680-4,680-100%$5.2M———
IHT Wealth Management, LLC
N/A—4,676-4,676-100%$5.5M———
Quadrature Capital Ltd
N/A—4,644-4,644-100%$5.5M———
Foundations Investment Advisors, LLC
N/A—4,624-4,624-100%$5.4M———
Spahn Wealth & Retirement LLC
N/A—4,621-4,621-100%$5.4M———
Advisors Capital Management, LLC
N/A—4,563-4,563-100%$5.4M———
Renaissance Technologies LLC
N/A—4,520-4,520-100%$5.3M———
Geneos Wealth Management Inc.
N/A—4,460-4,460-100%$5.2M———
Savvy Advisors, Inc.
N/A—4,431-4,431-100%$5.2M———
Smartleaf Asset Management LLC
N/A—4,388-4,388-100%$4.8M———
Mission Creek Capital Partners, Inc.
N/A—4,294-4,294-100%$1.0M———
Centaurus Financial, Inc.
N/A—4,288-4,288-100%$5.0M———
Stock Yards Bank & Trust Co
N/A—4,286-4,286-100%$5.0M———
Broderick Brian C
N/A—4,254-4,254-100%$5.0M———
O'Neil Global Advisors, Inc.
N/A—4,212-4,212-100%$4.9M———
Family Manage LLC
N/A—4,066-4,066-100%$4.8M———
Pallas Capital Advisors LLC
N/A—4,000-4,000-100%$4.7M———
Accent Capital Management, LLC
N/A—3,995-3,995-100%$4.7M———
Ameritas Advisory Services, LLC
N/A—3,915-3,915-100%$4.6M———
Williamson Legacy Group, LLC
N/A—3,895-3,895-100%$4.6M———
Berkshire Asset Management LLC
N/A—3,851-3,851-100%$4.5M———
Liontrust Investment Partners LLP
N/A—3,851-3,851-100%$4.5M———
Transcend Capital Advisors, LLC
N/A—3,830-3,830-100%$4.5M———
IAT Reinsurance Co Ltd.
N/A—3,780-3,780-100%$1.3M———
Haverford Trust Co
N/A—3,777-3,777-100%$4.4M———
Ancora Advisors LLCA
N/A—3,761-3,761-100%$4.4M———
Totem Point Management, LLC
N/A—3,740-3,740-100%$4.4M———
Harvest Portfolios Group Inc.
N/A—3,729-3,729-100%$4.4M———
Ostrum Asset Management
N/A—3,718-3,718-100%$4.4M———
Sargent Investment Group, LLC
N/A—3,707-3,707-100%$4.4M———
Twin Capital Management Inc
N/A—3,703-3,703-100%$4.4M———
Modern Wealth Management, LLC
N/A—3,684-3,684-100%$4.3M———
Northstar Advisory Group, LLC
N/A—3,667-3,667-100%$4.3M———
BFC Planning, Inc.
N/A—3,657-3,657-100%$4.3M———
Argent Trust Co
N/A—3,646-3,646-100%$4.3M———
Nicolet Bankshares Inc
N/A—3,624-3,624-100%$4.2M———
Capstone Investment Advisors, LLC
N/A—3,596-3,596-100%$4.2M———
Infrastructure Capital Advisors, LLC
N/A—3,591-3,591-100%$4.2M———
Evercore Wealth Management, LLC
N/A—3,577-3,577-100%$4.2M———
Syon Capital LLC
N/A—3,555-3,555-100%$4.2M———
Allred Capital Management, LLC
N/A—3,536-3,536-100%$4.2M———
Faithward Advisors, LLC
N/A—3,526-3,526-100%$4.1M———
Vectors Research Management, LLC
N/A—3,523-3,523-100%$4.1M———
Trivium Point Advisory, LLC
N/A—3,511-3,511-100%$4.1M———
Roundview Capital LLC
N/A—3,511-3,511-100%$4.1M———
V. M. Manning & Co., Inc.
N/A—3,469-3,469-100%$4.1M———
Rithm Capital Corp.
N/A—3,450-3,450-100%$4.1M———
Hantz Financial Services, Inc.
N/A—3,434-3,434-100%$4.0M———
Sivia Capital Partners, LLC
N/A—3,432-3,432-100%$4.0M———
SIG Brokerage, LP
N/A—3,428-3,428-100%$4.0M———
Bartlett & Co. Wealth Management LLC
N/A—3,336-3,336-100%$3.9M———
Ausdal Financial Partners, Inc.
N/A—3,306-3,306-100%$3.9M———
Insigneo Advisory Services, LLC
N/A—3,287-3,287-100%$3.9M———
Next Century Growth Investors LLC
N/A—3,276-3,276-100%$3.8M———
Mayflower Financial Advisors, LLC
N/A—3,273-3,273-100%$3.8M———
Main Management ETF Advisors, LLC
N/A—3,246-3,246-100%$3.8M———
Jaffetilchin Investment Partners, LLC
N/A—3,214-3,214-100%$3.8M———
Fort Sheridan Advisors LLC
N/A—3,212-3,212-100%$3.8M———
Intrust Bank NA
N/A—3,189-3,189-100%$3.7M———
Gladstone Institutional Advisory LLC
N/A—3,155-3,155-100%$3.7M———
Bank of Hawaii
N/A—3,138-3,138-100%$3.7M———
Brookwood Investment Group LLC
N/A—3,116-3,116-100%$3.7M———
Owen LaRue, LLC
N/A—3,077-3,077-100%$3.6M———
SageView Advisory Group, LLC
N/A—3,070-3,070-100%$3.6M———
CIM, LLC
N/A—3,051-3,051-100%$3.6M———
Platinum Investment Management LTD
N/A—3,047-3,047-100%$3.6M———
Bridges Investment Management Inc
N/A—3,036-3,036-100%$3.6M———
Townsquare Capital LLC
N/A—3,012-3,012-100%$3.5M———
Retirement Planning Group, LLC / NY
N/A—3,006-3,006-100%$3.5M———
Qtron Investments LLC
N/A—2,970-2,970-100%$3.5M———
Waddell & Associates, LLC
N/A—2,966-2,966-100%$3.5M———
Bernard Wealth Management Corp.
N/A—2,935-2,935-100%$3.4M———
Ameritas Investment Partners, Inc.
N/A—2,916-2,916-100%$3.4M———
Strategies Wealth Advisors, LLC
N/A—2,911-2,911-100%$3.4M———
Clark Capital Management Group, Inc.
N/A—2,876-2,876-100%$3.4M———
Logan Capital Management Inc
N/A—2,875-2,875-100%$3.4M———
South Dakota Investment Council
N/A—2,859-2,859-100%$3.4M———
NorthRock Partners, LLC
N/A—2,854-2,854-100%$3.4M———
Cary Street Partners Financial LLC
N/A—2,846-2,846-100%$3.3M———
Vanguard National Trust Co
N/A—2,846-2,846-100%$3.3M———
Palisade Capital Management, LP
N/A—2,839-2,839-100%$3.3M———
Smith, Moore & Co.
N/A—2,811-2,811-100%$3.3M———
Meiji Yasuda Life Insurance Co
N/A—2,801-2,801-100%$3.3M———
XTX Topco Ltd
N/A—2,789-2,789-100%$3.3M———
Capital Group Investment Management Pte. Ltd.
N/A—2,783-2,783-100%$3.3M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—2,726-2,726-100%$3.2M———
Hancock Whitney Corp
N/A—2,708-2,708-100%$3.2M———
Main Street Financial Solutions, LLC
N/A—2,695-2,695-100%$3.2M———
White Pine Capital LLC
N/A—2,692-2,692-100%$3.2M———
Dorsey & Whitney Trust Co LLC
N/A—2,691-2,691-100%$3.2M———
Bull Harbor Capital LLC
N/A—2,677-2,677-100%$3.1M———
Stratos Wealth Advisors, LLC
N/A—2,654-2,654-100%$3.1M———
Cambridge Financial Group, Inc.
N/A—2,613-2,613-100%$3.1M———
Delta Investment Management, LLC
N/A—2,605-2,605-100%$3.1M———
Commerzbank Aktiengesellschaft
N/A—2,597-2,597-100%$3.1M———
Regency Capital Management Inc.\DE
N/A—2,593-2,593-100%$3.0M———
Legacy Financial Advisors, Inc.
N/A—2,575-2,575-100%$3.0M———
1ST Source Bank
N/A—2,574-2,574-100%$3.0M———
Field & Main Bank
N/A—2,569-2,569-100%$3.0M———
Owl Creek Asset Management, L.P.
N/A—2,565-2,565-100%$3.0M———
Mizuho Markets Cayman LP
N/A—2,547-2,547-100%$3.0M———
Shay Capital LLC
N/A—2,500-2,500-100%$2.9M———
Prosperity Consulting Group, LLC
N/A—2,481-2,481-100%$2.9M———
Stonebridge Financial Group, LLC
N/A—2,465-2,465-100%$2.9M———
Fairfield, Bush & Co.
N/A—2,457-2,457-100%$2.9M———
Frec Markets, Inc.
N/A—2,440-2,440-100%$2.9M———
Employees Retirement System of Texas
N/A—2,413-2,413-100%$2.8M———
Optas, LLC
N/A—2,410-2,410-100%$2.8M———
Marble Wealth, LLC
N/A—2,405-2,405-100%$2.8M———
Evolve Private Wealth, LLC
N/A—2,401-2,401-100%$2.8M———
Rehmann Capital Advisory Group
N/A—2,367-2,367-100%$2.8M———
FIL Ltd
N/A—2,348-2,348-100%$2.8M———
NCM Capital Management, LLC
N/A—2,340-2,340-100%$2.7M———
Holderness Investments Co
N/A—2,300-2,300-100%$2.7M———
ST Germain D J Co Inc
N/A—2,297-2,297-100%$2.7M———
Brandywine Trust Co
N/A—2,290-2,290-100%$2.7M———
Magnolia Capital Advisors LLC
N/A—2,285-2,285-100%$2.7M———
Schnieders Capital Management, Llc.
N/A—2,249-2,249-100%$2.6M———
Douglass Winthrop Advisors, LLC
N/A—2,234-2,234-100%$2.6M———
First Western Trust Bank
N/A—2,222-2,222-100%$2.6M———
Spinnaker Trust
N/A—2,210-2,210-100%$2.6M———
Whitford Management LLC
N/A—2,206-2,206-100%$2.6M———
Bridgewater Advisors Inc.
N/A—2,203-2,203-100%$2.2M———
Fox Hill Wealth Management
N/A—2,201-2,201-100%$2.6M———
Financial Engines Advisors L.L.C.
N/A—2,179-2,179-100%$2.6M———
MWA Asset Management
N/A—2,178-2,178-100%$2.6M———
Glen Eagle Advisors, LLC
N/A—2,174-2,174-100%$2.6M———
Stamos Capital Partners, L.P.
N/A—2,161-2,161-100%$2.5M———
Acorns Advisers, LLC
N/A—2,152-2,152-100%$2.5M———
JT Stratford LLC
N/A—2,152-2,152-100%$2.5M———
McLaughlin Asset Management, Inc.
N/A—2,152-2,152-100%$2.5M———
Whittier Trust Co
N/A—2,142-2,142-100%$2.5M———
Game Plan Financial Advisors, LLC
N/A—2,142-2,142-100%$2.5M———
Birmingham Capital Management Co Inc
N/A—2,124-2,124-100%$2.5M———
Beck Mack & Oliver LLC
N/A—2,123-2,123-100%$2.5M———
Numerai GP LLC
N/A—2,120-2,120-100%$2.5M———
Martingale Asset Management L P
N/A—2,117-2,117-100%$2.5M———
North Star Asset Management Inc
N/A—2,112-2,112-100%$2.5M———
Anchor Investment Management, LLC
N/A—2,109-2,109-100%$2.5M———
Dockside LLC
N/A—2,100-2,100-100%$2.5M———
Aft, Forsyth & Sober, LLC
N/A—2,100-2,100-100%$1.8M———
Stevens Capital Management LP
N/A—2,091-2,091-100%$2.5M———
Patron Partners, LLC
N/A—2,091-2,091-100%$2.5M———
Calydon Capital
N/A—2,083-2,083-100%$2.4M———
Rockbridge Investment Management, LCC
N/A—2,069-2,069-100%$2.4M———
HighPoint Advisor Group LLC
N/A—2,061-2,061-100%$2.4M———
Cambria Investment Management, L.P.
N/A—2,036-2,036-100%$2.4M———
IAM Advisory, LLC
N/A—2,031-2,031-100%$2.4M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,020-2,020-100%$2.4M———
Boston Family Office LLC
N/A—2,010-2,010-100%$2.4M———
Howe & Rusling Inc
N/A—2,006-2,006-100%$2.4M———
Hurricane Capital Advisors LLC
N/A—2,000-2,000-100%$2.3M———
New Paradigm Capital Management, LLC
N/A—2,000-2,000-100%$2.3M———
LRI Investments, LLC
N/A—1,995-1,995-100%$2.3M———
Semper Augustus Investments Group LLC
N/A—1,994-1,994-100%$2.3M———
Goldstream Capital Management Ltd
N/A—1,993-1,993-100%$2.3M———
Cloverfields Capital Group, LP
N/A—1,981-1,981-100%$2.3M———
Lifeworks Advisors, LLC
N/A—1,951-1,951-100%$2.3M———
VestGen Investment Management
N/A—1,945-1,945-100%$2.3M———
Prelude Capital Management, LLC
N/A—1,942-1,942-100%$2.3M———
PCM Encore, LLC
N/A—1,938-1,938-100%$2.3M———
King Wealth Management Group
N/A—1,934-1,934-100%$2.3M———
Petra Financial Advisors Inc
N/A—1,931-1,931-100%$2.3M———
Klcm Advisors, Inc.
N/A—1,909-1,909-100%$2.2M———
Checchi Capital Advisers, LLC
N/A—1,866-1,866-100%$2.2M———
Wulff, Hansen & Co.
N/A—1,835-1,835-100%$2.2M———
Monetary Management Group Inc
N/A—1,820-1,820-100%$2.1M———
First Foundation Advisors
N/A—1,819-1,819-100%$2.1M———
Buckland Partners Management Co LLC
N/A—1,812-1,812-100%$2.1M———
Leigh Baldwin & Co., LLC
N/A—1,809-1,809-100%$2.1M———
Shelton Capital Management
N/A—1,799-1,799-100%$2.1M———
Koss-Olinger Consulting, LLC
N/A—1,798-1,798-100%$2.1M———
Granite Bay Wealth Management, LLC
N/A—1,779-1,779-100%$2.1M———
Silver OAK Securities, Incorporated
N/A—1,776-1,776-100%$2.1M———
First National Bank of Omaha
N/A—1,765-1,765-100%$2.0M———
RB Capital Management, LLC
N/A—1,759-1,759-100%$2.1M———
Westpac Banking Corp
N/A—1,749-1,749-100%$2.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,744-1,744-100%$2.0M———
Belpointe Asset Management LLC
N/A—1,728-1,728-100%$2.0M———
Catalyst Funds Management Pty Ltd
N/A—1,720-1,720-100%$2.0M———
Concentric Capital Strategies, LP
N/A—1,695-1,695-100%$2.0M———
Ellevest, Inc.
N/A—1,695-1,695-100%$2.0M———
Hollencrest Capital Management
N/A—1,678-1,678-100%$2.0M———
Graham Capital Management, L.P.
N/A—1,655-1,655-100%$1.9M———
First National Bank & Trust Co of Newtown
N/A—1,647-1,647-100%$1.6M———
GTS Securities LLC
N/A—1,646-1,646-100%$1.9M———
Perennial Investment Advisors, LLC
N/A—1,644-1,644-100%$1.9M———
Vision Retirement, LLC
N/A—1,633-1,633-100%$1.9M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—1,615-1,615-100%$1.9M———
Wesleyan Assurance Society
N/A—1,613-1,613-100%$1.9M———
Gateway Wealth Partners, LLC
N/A—1,612-1,612-100%$1.9M———
Virtus Investment Advisers, LLC
N/A—1,610-1,610-100%$1.9M———
Evelyn Partners Group Ltd
N/A—1,610-1,610-100%$1.9M———
Venturi Wealth Management, LLC
N/A—1,597-1,597-100%$1.9M———
WealthTrust Axiom LLC
N/A—1,595-1,595-100%$1.9M———
Hilltop Holdings Inc.
N/A—1,591-1,591-100%$1.9M———
Fiduciary Group, LLC
N/A—1,586-1,586-100%$1.9M———
Schulhoff & Co Inc
N/A—1,563-1,563-100%$1.8M———
Dnca Finance
N/A—1,555-1,555-100%$1.8M———
Legacy Capital Group California, Inc.
N/A—1,553-1,553-100%$1.8M———
Sun Financial Inc
N/A—1,548-1,548-100%$1.5M———
Ninepoint Partners LP
N/A—1,543-1,543-100%$1.8M———
L2 Asset Management, LLC
N/A—1,534-1,534-100%$1.8M———
Colonial Trust Co / SC
N/A—1,526-1,526-100%$1.8M———
Quent Capital, LLC
N/A—1,524-1,524-100%$1.8M———
Rothschild Wealth LLC
N/A—1,520-1,520-100%$1.8M———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,519-1,519-100%$1.8M———
Wealth Alliance, LLC
N/A—1,511-1,511-100%$1.8M———
Red Door Wealth Management, LLC
N/A—1,508-1,508-100%$1.8M———
Portland Investment Counsel Inc.
N/A—1,500-1,500-100%$1.8M———
Pacific Point Advisors, LLC
N/A—1,500-1,500-100%$1.8M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,500-1,500-100%$1.8M———
Quotient Wealth Partners, LLC
N/A—1,499-1,499-100%$1.8M———
Ducere Wealth Management LLC
N/A—1,494-1,494-100%$1.8M———
Hills Bank & Trust Co
N/A—1,489-1,489-100%$1.7M———
Advyzon Investment Management, LLC
N/A—1,483-1,483-100%$1.7M———
Pincus Capital Management, LP
N/A—1,461-1,461-100%$1.7M———
Regal Investment Advisors LLC
N/A—1,457-1,457-100%$1.7M———
Empirical Asset Management, LLC
N/A—1,449-1,449-100%$1.7M———
Proficio Capital Partners LLC
N/A—1,448-1,448-100%$1.7M———
Pring Turner Capital Group Inc
N/A—1,448-1,448-100%$1.4M———
Crawford Investment Counsel Inc
N/A—1,441-1,441-100%$1.7M———
Lionhunter Capital Management, LLC
N/A—1,432-1,432-100%$1.7M———
Muhlenkamp & Co Inc
N/A—1,426-1,426-100%$1.7M———
Lbmc Investment Advisors, LLC
N/A—1,425-1,425-100%$1.7M———
Horizon Kinetics Asset Management LLC
N/A—1,423-1,423-100%$1.7M———
Colonial Trust Advisors
N/A—1,423-1,423-100%$1.7M———
Landscape Capital Management, L.L.C.
N/A—1,406-1,406-100%$1.7M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,362-1,362-100%$1.6M———
Keel Point, LLC
N/A—1,362-1,362-100%$1.6M———
BBR Partners, LLC
N/A—1,346-1,346-100%$1.6M———
First National Bank of Hutchinson
N/A—1,343-1,343-100%$1.6M———
Delta Asset Management LLC
N/A—1,340-1,340-100%$1.6M———
Alerus Financial NA
N/A—1,334-1,334-100%$1.6M———
44 Wealth Management LLC
N/A—1,334-1,334-100%$1.6M———
Ameriflex Group, Inc.
N/A—1,318-1,318-100%$1.5M———
Benchmark Investment Advisors LLC
N/A—1,303-1,303-100%$1.5M———
Pure Financial Advisors, LLC
N/A—1,303-1,303-100%$1.5M———
BSW Wealth Partners
N/A—1,303-1,303-100%$1.5M———
FSA Advisors, Inc.
N/A—1,300-1,300-100%$1.5M———
Advisory Alpha, LLC
N/A—1,300-1,300-100%$1.5M———
Founders Financial Alliance, LLC
N/A—1,299-1,299-100%$1.5M———
Spartan Wealth Advisory Services LLC
N/A—1,290-1,290-100%$1.5M———
SCP Investment, LP
N/A—1,288-1,288-100%$1.5M———
Van Hulzen Asset Management, LLC
N/A—1,287-1,287-100%$1.5M———
Waterloo Capital, L.P.
N/A—1,286-1,286-100%$1.5M———
Triton Financial Group Inc
N/A—1,273-1,273-100%$1.5M———
1248 Management, LLC
N/A—1,271-1,271-100%$1.5M———
Xcelsior Advisor Partners LLC
N/A—1,253-1,253-100%$1.5M———
OneAscent Financial Services LLC
N/A—1,252-1,252-100%$1.5M———
Fukoku Mutual Life Insurance Co
N/A—1,251-1,251-100%$1.5M———
Pinnacle Wealth Management, LLC
N/A—1,251-1,251-100%$1.5M———
Dkrt Investments Corp.
N/A—1,250-1,250-100%$1.5M———
Harbor Advisors LLC
N/A—1,250-1,250-100%$1.5M———
Addison Capital Co
N/A—1,248-1,248-100%$1.5M———
Wealth Management Associates, Inc.
N/A—1,235-1,235-100%$1.5M———
New Republic Capital, LLC
N/A—1,234-1,234-100%$1.5M———
Berger Financial Group, Inc
N/A—1,222-1,222-100%$1.4M———
Strategic Investment Solutions, Inc.
N/A—1,222-1,222-100%$1.4M———
NorthCoast Asset Management LLC
N/A—1,214-1,214-100%$1.4M———
Northwest & Ethical Investments L.P.
N/A—1,212-1,212-100%$1.4M———
Tulsa Wealth Advisors, Inc
N/A—1,205-1,205-100%$1.4M———
Pettee Investors, Inc.
N/A—1,199-1,199-100%$1.4M———
Dearborn Partners LLC
N/A—1,195-1,195-100%$1.4M———
Bellwether Advisors, LLC
N/A—1,194-1,194-100%$1.4M———
Investment Counsel Co of Nevada
N/A—1,192-1,192-100%$1.4M———
Sagewood Asset Management LP
N/A—1,188-1,188-100%$1.4M———
MJP Associates Inc
N/A—1,187-1,187-100%$1.4M———
Fortress Private Ledger, LLC
N/A—1,181-1,181-100%$1.4M———
Yukon Wealth Management, Inc.
N/A—1,173-1,173-100%$1.4M———
Osborne Partners Capital Management, LLC
N/A—1,172-1,172-100%$1.4M———
Headinvest, LLC
N/A—1,163-1,163-100%$1.4M———
Continuum Advisory, LLC
N/A—1,162-1,162-100%$1.4M———
Atlanta Consulting Group Advisors, LLC
N/A—1,160-1,160-100%$1.4M———
Icon Wealth Advisors, LLC
N/A—1,154-1,154-100%$1.4M———
Greenline Wealth Management LLC
N/A—1,154-1,154-100%$1.4M———
Drive Wealth Management, LLC
N/A—1,151-1,151-100%$1.4M———
Aspire Growth Partners LLC
N/A—1,142-1,142-100%$1.3M———
M1 Capital Management LLC
N/A—1,137-1,137-100%$1.3M———
Tradition Wealth Management, LLC
N/A—1,135-1,135-100%$1.3M———
Florida Financial Advisors, LLC
N/A—1,117-1,117-100%$1.3M———
Maverick Capital LTD
N/A—1,109-1,109-100%$1.3M———
Wealthedge Investment Advisors, LLC
N/A—1,105-1,105-100%$1.3M———
Heritage Wealth Advisors
N/A—1,105-1,105-100%$1.3M———
Forefront Wealth Partners, LLC
N/A—1,104-1,104-100%$1.3M———
AlTi Global, Inc.
N/A—1,102-1,102-100%$1.3M———
Sunflower Bank, N.A.
N/A—1,101-1,101-100%$1.3M———
Monetta Financial Services Inc
N/A—1,100-1,100-100%$1.3M———
Rowlandmiller & Partners.adv
N/A—1,100-1,100-100%$1.3M———
Mirabaud Asset Management Ltd
N/A—1,097-1,097-100%$1.2M———
Sfmg, LLC
N/A—1,090-1,090-100%$1.3M———
Rodgers Brothers Inc.
N/A—1,088-1,088-100%$1.3M———
SIR Capital Management, L.P.
N/A—1,088-1,088-100%$1.3M———
Peak Retirement Planning, Inc.
N/A—1,087-1,087-100%$1.3M———
Wisconsin Capital Management LLC
N/A—1,083-1,083-100%$1.3M———
Sovereign Financial Group, Inc.
N/A—1,076-1,076-100%$1.3M———
Strategic Financial Services, Inc.
N/A—1,074-1,074-100%$1.3M———
RED Reef Advisors LLC
N/A—1,073-1,073-100%$1.3M———
Private Wealth Asset Management, LLC
N/A—1,067-1,067-100%$1.3M———
HTG Investment Advisors, Inc.
N/A—1,061-1,061-100%$1.2M———
17 Capital Partners, LLC
N/A—1,060-1,060-100%$1.2M———
HFG Advisors, Inc.
N/A—1,054-1,054-100%$1.2M———
Swisher Financial Concepts, Inc.
N/A—1,052-1,052-100%$1.2M———
Systematic Alpha Investments, LLC
N/A—1,050-1,050-100%$1.2M———
NCP Inc.
N/A—1,046-1,046-100%$1.2M———
Sound View Wealth Advisors Group, LLC
N/A—1,044-1,044-100%$1.2M———
RPS Advisory Solutions LLC
N/A—1,036-1,036-100%$1.2M———
Bulltick Wealth Management, LLC
N/A—1,033-1,033-100%$1.2M———
Providence Capital Advisors, LLC
N/A—1,032-1,032-100%$1.2M———
Kintra Wealth, LLC
N/A—1,020-1,020-100%$1.1M———
Apriem Advisors
N/A—1,019-1,019-100%$1.2M———
GeoWealth Management, LLC
N/A—1,018-1,018-100%$1.2M———
Chancellor Financial Group WB LP
N/A—1,016-1,016-100%$1.2M———
Encore Global Management, LP
N/A—1,000-1,000-100%$1.2M———
Turas Capital Management LP
N/A—1,000-1,000-100%$1.2M———
Wharton Business Group, LLC
N/A—1,000-1,000-100%$1.2M———
Wilmar Advisors LLC
N/A—1,000-1,000-100%$1.2M———
Wescott Financial Advisory Group, LLC
N/A—995-995-100%$1.2M———
Parkwoods Wealth Partners, LLC
N/A—993-993-100%$1.2M———
Coastal Bridge Advisors, LLC
N/A—979-979-100%$1.2M———
Heartland Bank & Trust Co
N/A—976-976-100%$1.1M———
Greenwich Wealth Management LLC
N/A—975-975-100%$1.1M———
LifePlan Investment Advisors, Inc.
N/A—970-970-100%$1.1M———
Knightsbridge Asset Management, LLC
N/A—969-969-100%$1.1M———
Karani Asset Management LLC
N/A—960-960-100%$1.1M———
Wealthquest Corp
N/A—950-950-100%$1.1M———
Everpar Advisors LLC
N/A—945-945-100%$1.1M———
CMT Capital Markets Trading GmbH
N/A—944-944-100%$1.1M———
BOK Financial Private Wealth, Inc.
N/A—941-941-100%$1.1M———
Trivant Custom Portfolio Group, LLC
N/A—933-933-100%$1.1M———
Baader Bank Aktiengesellschaft
N/A—924-924-100%$1.1M———
American Financial Advisors, LLC
N/A—920-920-100%$1.1M———
Kera Capital Partners, Inc.
N/A—916-916-100%$1.1M———
Davis R M Inc
N/A—915-915-100%$1.1M———
Octavia Wealth Advisors, LLC
N/A—912-912-100%$1.1M———
Byrne Financial Freedom, LLC
N/A—908-908-100%$1.1M———
HHM Wealth Advisors, LLC
N/A—907-907-100%$1.1M———
Brooks, Moore & Associates, Inc.
N/A—901-901-100%$1.1M———
Tiemann Investment Advisors, LLC
N/A—890-890-100%$1.0M———
Oxford Financial Group, Ltd. LLC
N/A—886-886-100%$1.0M———
Intellectus Partners, LLC
N/A—884-884-100%$1.0M———
Ironwood Investment Counsel, LLC
N/A—884-884-100%$1.0M———
Chesapeake Capital Corp
N/A—880-880-100%$1.0M———
Becker Capital Management Inc
N/A—877-877-100%$1.0M———
Baldwin Investment Management, LLC
N/A—874-874-100%$1.0M———
Lowe Brockenbrough & Co Inc
N/A—872-872-100%$1.0M———
Bay Rivers Group
N/A—870-870-100%$1.0M———
Resurgent Financial Advisors LLC
N/A—868-868-100%$1.0M———
Donaldson Capital Management, LLC
N/A—867-867-100%$1.0M———
Cannell & Spears LLC
N/A—865-865-100%$1.0M———
Cary Street Partners Investment Advisory LLC
N/A—860-860-100%$1.0M———
Bruce G. Allen Investments, LLC
N/A—853-853-100%$1.0M———
Westmount Partners, LLC
N/A—851-851-100%$1.0M———
Mairs & Power Inc
N/A—846-846-100%$993.9K———
Millstone Evans Group, LLC
N/A—846-846-100%$993.9K———
Stonebrook Private Inc.
N/A—842-842-100%$989.4K———
AlphaGrep UK Ltd
N/A—841-841-100%$988.1K———
Bouchey Financial Group, Ltd.
N/A—841-841-100%$988.4K———
Oversea-Chinese Banking Corp Ltd
N/A—838-838-100%$984.4K———
Calton & Associates, Inc.
N/A—825-825-100%$969.3K———
Signet Private Wealth LLC
N/A—823-823-100%$967.4K———
Portland Global Advisors LLC
N/A—820-820-100%$963.4K———
Tiaa Trust, National Association
N/A—818-818-100%$961.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—816-816-100%$958.7K———
Brookfield Corp
N/A—810-810-100%$951.6K———
Tower Bridge Advisors
N/A—809-809-100%$950.5K———
Fort Point Capital Partners LLC
N/A—808-808-100%$949.7K———
McNamara Financial Services, Inc.
N/A—807-807-100%$948.1K———
Ceeto Capital Group, LLC
N/A—804-804-100%$945.0K———
Caerus Investment Advisors, LLC
N/A—802-802-100%$942.2K———
Foster & Motley Inc
N/A—802-802-100%$942.0K———
Jackson Thornton Wealth Management, LLC
N/A—797-797-100%$936.4K———
Intrinsic Value Partners, LLC
N/A—795-795-100%$934.0K———
Pgim Custom Harvest LLC
N/A—791-791-100%$929.5K———
Wrapmanager Inc
N/A—784-784-100%$921.1K———
Wellspring Financial Advisors, LLC
N/A—781-781-100%$914.1K———
Seeds Investor LLC
N/A—777-777-100%$913.0K———
Disciplined Investors, L.L.C.
N/A—774-774-100%$909.1K———
Mosaic Family Wealth Partners, LLC
N/A—773-773-100%$908.5K———
Northstar Group, Inc.
N/A—769-769-100%$903.5K———
Wallace Hart LLC
N/A—769-769-100%$903.5K———
First Financial Bankshares Inc
N/A—768-768-100%$902.3K———
Members Trust Co
N/A—768-768-100%$902.3K———
Drake & Associates, LLC
N/A—768-768-100%$901.9K———
Tyche Wealth Partners LLC
N/A—762-762-100%$895.8K———
Quantum Portfolio Management LLC
N/A—761-761-100%$894.1K———
Aventura Private Wealth, LLC
N/A—760-760-100%$893.4K———
Marco Investment Management LLC
N/A—752-752-100%$883.5K———
TRB Wealth Management, LLC
N/A—751-751-100%$882.3K———
Bannerstone Capital Management, LLC
N/A—749-749-100%$880.0K———
Range Advisory, LLC
N/A—748-748-100%$879.3K———
West Family Investments, Inc.
N/A—748-748-100%$878.8K———
Rialto Wealth Management, LLC
N/A—744-744-100%$874.1K———
Whalerock Point Partners, LLC
N/A—743-743-100%$873.0K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—743-743-100%$872.9K———
Financial Sense Advisors, Inc.
N/A—738-738-100%$867.0K———
Clarion Wealth Managment Partners, LLC
N/A—738-738-100%$867.3K———
Zhang Financial LLC
N/A—738-738-100%$867.4K———
IFG Advisory, LLC
N/A—736-736-100%$865.3K———
Basecamp Wealth Advisors LLC
N/A—734-734-100%$862.6K———
Cyber Hornet ETFs LLC
N/A—734-734-100%$862.3K———
Truepoint, Inc.
N/A—733-733-100%$861.7K———
Dynasty Wealth Management, LLC
N/A—732-732-100%$860.2K———
Keystone Financial Group
N/A—730-730-100%$857.8K———
WJ Financial Advisors LLC
N/A—730-730-100%$857.6K———
KDT Advisors, LLC
N/A—727-727-100%$854.1K———
Purpose Unlimited Inc.
N/A—722-722-100%$848.2K———
Capstone Financial Advisors, Inc.
N/A—720-720-100%$845.5K———
First American Trust, FSB
N/A—720-720-100%$846.7K———
Retirement Capital Strategies
N/A—717-717-100%$842.3K———
LMR Partners LLP
N/A—714-714-100%$838.9K———
Graney & King, LLC
N/A—712-712-100%$836.7K———
CVA Family Office, LLC
N/A—712-712-100%$836.5K———
RIK Saylor Financial, Inc.
N/A—704-704-100%$827.4K———
Lakeridge Wealth Management LLC
N/A—702-702-100%$824.6K———
Trillium Asset Management, LLC
N/A—701-701-100%$823.6K———
Alteri Wealth LLC
N/A—700-700-100%$822.5K———
Stance Capital LLC
N/A—698-698-100%$820.1K———
Saturna Capital Corp
N/A—690-690-100%$810.7K———
PYA Waltman Capital, LLC
N/A—688-688-100%$808.3K———
Fayez Sarofim & Co
N/A—688-688-100%$808.3K———
Core Alternative Capital
N/A—688-688-100%$808.3K———
Quantbot Technologies LP
N/A—687-687-100%$807.1K———
Rock Point Advisors, LLC
N/A—684-684-100%$803.6K———
Fielder Capital Group LLC
N/A—684-684-100%$803.9K———
Pettyjohn, Wood & White, Inc
N/A—682-682-100%$801.3K———
Zacks Investment Management
N/A—680-680-100%$799.8K———
Expressive Wealth LLC
N/A—673-673-100%$790.7K———
Aberdeen Wealth Management LLC
N/A—671-671-100%$788.3K———
MidFirst Bank
N/A—669-669-100%$786.0K———
Madison Wealth Partners, Inc
N/A—667-667-100%$783.2K———
Denali Advisors LLC
N/A—665-665-100%$781.3K———
Bank of Marin
N/A—661-661-100%$776.6K———
Cozad Asset Management Inc
N/A—657-657-100%$771.9K———
Phillips Wealth Planners LLC
N/A—650-650-100%$700.1K———
Widmann Financial Services, Inc.
N/A—646-646-100%$759.0K———
OneAscent Investment Solutions LLC
N/A—646-646-100%$759.0K———
denkapparat Operations GmbH
N/A—644-644-100%$756.6K———
Reliant Investment Partners, LLC
N/A—641-641-100%$753.2K———
Pointe Capital Management LLC
N/A—640-640-100%$751.9K———
AXQ Capital, LP
N/A—639-639-100%$750.7K———
Peregrine Asset Advisers, Inc.
N/A—638-638-100%$749.0K———
Harbour Wealth Management Group, Inc.
N/A—633-633-100%$743.8K———
Tanglewood Legacy Advisors, LLC
N/A—631-631-100%$741.5K———
Wick Capital Partners, LLC
N/A—631-631-100%$741.3K———
Boreal Capital Management LLC
N/A—629-629-100%$739.3K———
HFM Investment Advisors, LLC
N/A—625-625-100%$734.3K———
Ironwood Investment Management LLC
N/A—620-620-100%$728.4K———
Consultiva Wealth Management, Corp.
N/A—619-619-100%$727.2K———
CNB Bank
N/A—619-619-100%$727.2K———
Baltimore-Washington Financial Advisors, Inc.
N/A—618-618-100%$726.1K———
Palumbo Wealth Management LLC
N/A—618-618-100%$725.8K———
Shufro Rose & Co LLC
N/A—617-617-100%$724.9K———
AdvisorShares Investments LLC
N/A—616-616-100%$723.7K———
WNY Asset Management, LLC
N/A—614-614-100%$721.4K———
LM Advisors LLC
N/A—612-612-100%$720.0K———
United Bank
N/A—610-610-100%$716.7K———
SHP Wealth Management
N/A—607-607-100%$713.3K———
Cape COD Five Cents Savings Bank
N/A—606-606-100%$712.0K———
FourThought Financial Partners, LLC
N/A—603-603-100%$707.9K———
Gabelli & Co Investment Advisers, Inc.
N/A—600-600-100%$704.9K———
Per Stirling Capital Management, Llc.
N/A—599-599-100%$703.7K———
Fiduciary Financial Advisors
N/A—595-595-100%$694.3K———
IFS Group,LLC
N/A—595-595-100%$699.0K———
Henson-Edgewater Management, LLC
N/A—595-595-100%$618.8K———
Auxier Asset Management LLC
N/A—593-593-100%$696.7K———
Destination Wealth Management
N/A—591-591-100%$693.9K———
Warner Group LLC
N/A—584-584-100%$686.1K———
Significant Wealth Partners LLC
N/A—580-580-100%$681.4K———
Fullerton Fund Management Co Ltd.
N/A—579-579-100%$680.2K———
Hirtle & Co., LLC
N/A—577-577-100%$677.9K———
Ponta Wealth Partners, LLC
N/A—577-577-100%$677.9K———
Lumbard & Kellner, LLC
N/A—571-571-100%$670.8K———
Integrated Investment Consultants, LLC
N/A—569-569-100%$668.5K———
Kane Investment Management, Inc.
N/A—569-569-100%$668.6K———
U S Wealth Group, Llc.
N/A—568-568-100%$667.3K———
Thoroughbred Financial Services, LLC
N/A—568-568-100%$667.0K———
FAS Wealth Partners, Inc.
N/A—566-566-100%$665.4K———
West Michigan Advisors, LLC
N/A—566-566-100%$665.1K———
Strategic Wealth Partners, Ltd.
N/A—566-566-100%$665.0K———
Crewe Advisors LLC
N/A—558-558-100%$655.6K———
Kidder Stephen W
N/A—551-551-100%$647.3K———
Cascades Capital Asset Management, LLC
N/A—548-548-100%$643.9K———
EWA, LLC
N/A—546-546-100%$642.0K———
Eldridge Investment Advisors, Inc.
N/A—540-540-100%$634.4K———
Alamea Verwaltungs GmbH
N/A—537-537-100%$630.9K———
Drucker Wealth 3.0, LLC
N/A—537-537-100%$630.6K———
Atlas Wealth LLC
N/A—535-535-100%$628.6K———
SGL Investment Advisors, Inc.
N/A—535-535-100%$530.1K———
BlackDiamond Wealth Management, LLC
N/A—533-533-100%$528.1K———
Khazanah Nasional Berhad
N/A—527-527-100%$619.2K———
Old North State Trust, LLC
N/A—527-527-100%$619.0K———
Dover Advisors, LLC
N/A—523-523-100%$341.8K———
Alpha Financial Partners LLC
N/A—521-521-100%$612.4K———
Tevis Investment Management
N/A—520-520-100%$611.2K———
Nalls Sherbakoff Group, LLC
N/A—520-520-100%$610.9K———
US Asset Management LLC
N/A—518-518-100%$608.6K———
Quarry LP
N/A—516-516-100%$606.2K———
PIN OAK Investment Advisors Inc
N/A—514-514-100%$604.0K———
Roberts Glore & Co Inc
N/A—510-510-100%$599.2K———
Rollins Financial Advisors, LLC
N/A—507-507-100%$595.9K———
Next Capital Management LLC
N/A—506-506-100%$594.5K———
Legacy Wealth Advisors, LLC
N/A—505-505-100%$592.7K———
GW&K Investment Management, LLC
N/A—503-503-100%$591.0K———
Resolute Wealth Strategies, LLC
N/A—500-500-100%$587.7K———
Prestige Wealth Management Group LLC
N/A—499-499-100%$586.5K———
Basepoint Wealth LLC
N/A—493-493-100%$578.8K———
F/m Investments LLC
N/A—489-489-100%$574.5K———
Topsail Wealth Management, LLC
N/A—486-486-100%$571.0K———
Coign Capital Advisors LLC
N/A—486-486-100%$571.0K———
Hexagon Capital Partners LLC
N/A—484-484-100%$568.6K———
Spirepoint Private Client, LLC
N/A—484-484-100%$568.3K———
Sonoma Allocations LLC
N/A—483-483-100%$559.7K———
Berkeley Capital Partners, LLC
N/A—482-482-100%$566.3K———
GSA Capital Partners LLP
N/A—481-481-100%$565.0K———
BlueStem Wealth Partners, LLC
N/A—480-480-100%$564.3K———
Atlas Legacy Advisors, LLC
N/A—479-479-100%$505.4K———
Menard Financial Group LLC
N/A—479-479-100%$562.8K———
Twin Peaks Wealth Advisors, LLC
N/A—477-477-100%$560.3K———
Athena Investment Management
N/A—477-477-100%$560.4K———
Dopkins Wealth Management, LLC
N/A—477-477-100%$560.4K———
First Wilshire Securities Management Inc
N/A—477-477-100%$560.4K———
Maridea Wealth Management LLC
N/A—476-476-100%$559.4K———
Capital Markets Trading UK LLP
N/A—476-476-100%$559.0K———
Guardian Wealth Advisors, LLC / NC
N/A—473-473-100%$555.7K———
Webster Bank, N. A.
N/A—471-471-100%$553.4K———
New World Advisors LLC
N/A—470-470-100%$552.2K———
Advance Capital Management, Inc.
N/A—469-469-100%$551.0K———
Lathrop Investment Management Co
N/A—467-467-100%$549.0K———
Taylor Hoffman Capital Management LLC
N/A—465-465-100%$546.3K———
OneAscent Family Office, LLC
N/A—465-465-100%$546.4K———
Resources Management Corp
N/A—464-464-100%$545.1K———
Ethos Financial Group, LLC
N/A—463-463-100%$416.8K———
Tripletail Wealth Management, LLC
N/A—463-463-100%$515.4K———
GatePass Capital, LLC
N/A—461-461-100%$541.7K———
Flatrock Wealth Partners LLC
N/A—457-457-100%$537.3K———
Morris Financial Concepts, Inc.
N/A—456-456-100%$535.7K———
Capital Investment Management, Inc.
N/A—456-456-100%$535.7K———
Liberty Wealth Management LLC
N/A—450-450-100%$396.9K———
Diametric Capital, LP
N/A—450-450-100%$528.7K———
Planning Alternatives LTD
N/A—449-449-100%$527.5K———
Seven Springs Wealth Group, LLC
N/A—447-447-100%$525.2K———
Optimize Financial Inc.
N/A—444-444-100%$521.6K———
Sound Capital Solutions LLC
N/A—444-444-100%$521.6K———
Financial Life Planners
N/A—443-443-100%$520.1K———
Ballast Advisors LLC
N/A—435-435-100%$511.1K———
Nvest Financial, LLC
N/A—428-428-100%$503.2K———
Harbor Advisory Corp
N/A—428-428-100%$502.8K———
Kinetic Wealth Investment Advisors LLC
N/A—427-427-100%$502.1K———
Liberty Square Wealth Partners LLC
N/A—425-425-100%$499.3K———
Aspen Grove Capital, LLC
N/A—424-424-100%$498.4K———
ESL Trust Services, LLC
N/A—420-420-100%$493.4K———
Summit Wealth Group, LLC
N/A—419-419-100%$492.3K———
Keating Financial Advisory Services, Inc.
N/A—418-418-100%$491.1K———
Chesapeake Asset Management LLC
N/A—416-416-100%$294.2K———
Massar Capital Management, LP
N/A—415-415-100%$487.6K———
One Charles Private Wealth Services, LLC
N/A—412-412-100%$484.3K———
Frisch Financial Group, Inc.
N/A—411-411-100%$483.1K———
Hardman Johnston Global Advisors LLC
N/A—411-411-100%$482.9K———
Easterly Investment Partners LLC
N/A—409-409-100%$480.5K———
Symphony Financial Services, Inc.
N/A—407-407-100%$478.2K———
Camelot Portfolios, LLC
N/A—406-406-100%$477.0K———
DRW Securities, LLC
N/A—406-406-100%$477.0K———
JTC Employer Solutions Trustee Ltd
N/A—406-406-100%$476.0K———
Bollard Group LLC
N/A—405-405-100%$476.0K———
Brave Asset Management Inc
N/A—404-404-100%$474.6K———
Intellus Advisors LLC
N/A—404-404-100%$474.6K———
Alesco Advisors, LLC, An ESL Co
N/A—404-404-100%$474.6K———
Teachers Insurance & Annuity Association of America
N/A—403-403-100%$473.5K———
Firsthand Capital Management, Inc.
N/A—400-400-100%$469.9K———
Fortis Capital Advisors, LLC
N/A—398-398-100%$467.9K———
Magnolia Private Wealth, LLC
N/A—396-396-100%$465.2K———
Stonebridge Capital Advisors LLC
N/A—396-396-100%$465.1K———
Demming Financial Services Corp
N/A—395-395-100%$464.4K———
Astoria Portfolio Advisors Llc.
N/A—394-394-100%$463.0K———
Ruggiero Investments, Inc.
N/A—393-393-100%$461.7K———
Alongside, LLC
N/A—391-391-100%$459.0K———
Wallace Advisory Group, LLC
N/A—391-391-100%$459.4K———
49 Wealth Management, LLC
N/A—391-391-100%$459.0K———
Sand Hill Global Advisors, LLC
N/A—390-390-100%$458.2K———
CFO4Life Group, LLC
N/A—390-390-100%$458.2K———
Sandy Cove Advisors, LLC
N/A—389-389-100%$456.8K———
Keyvantage Wealth, LLC
N/A—387-387-100%$454.7K———
East Coast Asset Management, Llc.
N/A—386-386-100%$453.5K———
OneAscent Wealth Management LLC
N/A—385-385-100%$452.3K———
Allium Financial Advisors, LLC
N/A—385-385-100%$452.6K———
Entelevest, LLC
N/A—381-381-100%$447.6K———
KEB Asset Management, LLC
N/A—381-381-100%$447.7K———
Aspiring Ventures, LLC
N/A—381-381-100%$447.6K———
Sequent Planning LLC
N/A—379-379-100%$445.3K———
American Trust
N/A—378-378-100%$444.1K———
LWM Advisory Services, LLC
N/A—377-377-100%$442.9K———
Novak & Powell Financial Services, Inc.
N/A—377-377-100%$443.2K———
George Kaiser Family Foundation
N/A—376-376-100%$441.7K———
Strategic Investment Advisors / MI
N/A—375-375-100%$440.3K———
Truvestments Capital LLC
N/A—374-374-100%$439.4K———
FLC Capital Advisors
N/A—372-372-100%$437.0K———
Indie Asset Partners, LLC
N/A—372-372-100%$437.0K———
N.E.W. Advisory Services LLC
N/A—372-372-100%$437.3K———
Legacy Wealth Managment, LLC
N/A—369-369-100%$433.1K———
Ehrenkranz Partners L.P.
N/A—363-363-100%$426.5K———
Wealthspan Partners, LLC
N/A—362-362-100%$425.3K———
Wall Street Financial Group, Inc.
N/A—362-362-100%$425.6K———
Dunhill Financial, LLC
N/A—360-360-100%$423.5K———
Roble, Belko & Company, Inc
N/A—360-360-100%$423.0K———
Riverstone Advisors, LLC
N/A—353-353-100%$414.8K———
Requisite Capital Management, LLC
N/A—352-352-100%$413.9K———
Kinloch Capital, LLC
N/A—351-351-100%$412.4K———
Peak Asset Management, LLC
N/A—351-351-100%$412.4K———
Jupiter Wealth Management LLC
N/A—350-350-100%$411.2K———
Chesapeake Wealth Management
N/A—349-349-100%$410.0K———
Olde Wealth Management, LLC
N/A—347-347-100%$407.0K———
Miller Capital Partners, Inc.
N/A—347-347-100%$407.7K———
Vista Investment Management
N/A—344-344-100%$404.2K———
Beacon Harbor Wealth Advisors, Inc.
N/A—344-344-100%$340.7K———
Affinity Wealth Management LLC
N/A—343-343-100%$403.4K———
Texas Yale Capital Corp.
N/A—342-342-100%$401.8K———
Proactive Wealth Strategies LLC
N/A—341-341-100%$400.7K———
Inspire Advisors, LLC
N/A—341-341-100%$400.7K———
Harvest Investment Services, LLC
N/A—340-340-100%$399.5K———
Cornerstone Capital, Inc.
N/A—340-340-100%$399.5K———
Castle Wealth Management LLC
N/A—338-338-100%$397.3K———
Kelly Lawrence W & Associates Inc
N/A—337-337-100%$395.9K———
Summitry LLC
N/A—337-337-100%$395.9K———
Corus Family Wealth Advisors
N/A—335-335-100%$393.9K———
Financial Gravity Companies, Inc.
N/A—334-334-100%$392.4K———
Laraway Financial Advisors Inc
N/A—332-332-100%$390.1K———
Aldebaran Capital, LLC
N/A—332-332-100%$390.1K———
JMN Financial LLC
N/A—331-331-100%$389.1K———
Okabena Investment Services Inc
N/A—330-330-100%$387.7K———
Klingenstein Fields & Co LP
N/A—330-330-100%$387.7K———
FreeGulliver LLC
N/A—328-328-100%$385.4K———
Navis Wealth Advisors, LLC
N/A—328-328-100%$385.4K———
Hall Capital Management Co Inc
N/A—327-327-100%$384.2K———
Sittner & Nelson, LLC
N/A—324-324-100%$380.7K———
Panoramic Capital Partners, LLC
N/A—324-324-100%$380.7K———
Tudor Financial Inc.
N/A—323-323-100%$379.6K———
Safeguard Investment Advisory Group, LLC
N/A—323-323-100%$379.6K———
LaSalle St. Investment Advisors, LLC
N/A—323-323-100%$379.4K———
Medallion Wealth Advisors, LLC
N/A—321-321-100%$377.7K———
Index Technologies Group LLC
N/A—319-319-100%$374.8K———
Permanent Capital Management, LP
N/A—318-318-100%$373.7K———
CoreFirst Bank & Trust
N/A—318-318-100%$373.6K———
Roehl & Yi Investment Advisors, LLC
N/A—316-316-100%$371.3K———
Steadtrust LLC
N/A—314-314-100%$368.9K———
Lcnb Corp
N/A—313-313-100%$367.7K———
KMT Wealth Management, LLC
N/A—312-312-100%$366.7K———
Cascade Financial Partners, LLC
N/A—311-311-100%$365.4K———
Dividend Assets Capital, LLC
N/A—311-311-100%$365.4K———
Charter Research & Investment Group, Inc.
N/A—310-310-100%$364.2K———
Consilio Wealth Advisors, LLC
N/A—309-309-100%$363.5K———
Cetera Trust Company, N.a
N/A—309-309-100%$363.0K———
Hemenway Trust Co LLC
N/A—307-307-100%$360.7K———
TD Capital Management LLC
N/A—306-306-100%$358.9K———
Northstar Financial Companies, Inc.
N/A—306-306-100%$359.8K———
Wayfinding Financial, LLC
N/A—306-306-100%$359.0K———
Marshall Financial Group, LLC
N/A—305-305-100%$358.4K———
Innovative Asset Advisors Group, LLC
N/A—301-301-100%$353.8K———
Southeast Asset Advisors, LLC
N/A—301-301-100%$353.6K———
Caldwell Sutter Capital, Inc.
N/A—301-301-100%$353.6K———
Bantamac Capital, LLC
N/A—300-300-100%$352.5K———
HC Advisors, LLC
N/A—300-300-100%$352.5K———
Arcus Capital Partners, LLC
N/A—300-300-100%$352.5K———
M3 Advisory Group, LLC
N/A—300-300-100%$352.7K———
Concentrum Wealth Management
N/A—300-300-100%$353.0K———
Odyssean, LLC
N/A—299-299-100%$351.3K———
Francis Financial, Inc.
N/A—299-299-100%$351.3K———
CCG Wealth Management, LLC
N/A—296-296-100%$348.0K———
Earnest Partners LLC
N/A—295-295-100%$346.6K———
Laidlaw Wealth Management LLC
N/A—294-294-100%$345.4K———
Asset Management Group, Inc.
N/A—294-294-100%$345.4K———
Prostatis Group LLC
N/A—292-292-100%$342.7K———
McGowan Group Asset Management, Inc.
N/A—291-291-100%$341.4K———
Omnia Family Wealth, LLC
N/A—291-291-100%$342.0K———
LeClair Wealth Partners LLC
N/A—291-291-100%$342.0K———
Chatterton & Associates Inc.
N/A—291-291-100%$312.9K———
Cahill Financial Advisors Inc
N/A—290-290-100%$340.8K———
Tobias Financial Advisors, Inc.
N/A—289-289-100%$339.5K———
Conscious Wealth Investments, LLC
N/A—289-289-100%$311.8K———
Buckley Wealth Management, LLC
N/A—288-288-100%$338.4K———
IMA Advisory Services, Inc.
N/A—287-287-100%$337.2K———
Vawter Financial, Ltd.
N/A—284-284-100%$333.7K———
Bridgewealth Advisory Group, LLC
N/A—283-283-100%$332.6K———
AXA S.A.
N/A—279-279-100%$286.5K———
Sandro Wealth Management LLC
N/A—278-278-100%$326.9K———
Vickerman Investment Advisors, Inc.
N/A—278-278-100%$326.6K———
Davis Wealth Advisors, LLC
N/A—278-278-100%$326.6K———
NorthStar Asset Management LLC
N/A—276-276-100%$324.3K———
Iron Gate Global Advisors LLC
N/A—275-275-100%$323.1K———
Everest Private Wealth
N/A—275-275-100%$323.1K———
Lansing Street Advisors
N/A—274-274-100%$321.7K———
WFA of San Diego, LLC
N/A—274-274-100%$287.5K———
SCS Capital Management LLC
N/A—273-273-100%$320.8K———
Cannon Wealth Management Services, LLC
N/A—273-273-100%$320.7K———
Walter & Keenan Wealth Management LLC
N/A—272-272-100%$319.6K———
Westbourne Investments, Inc.
N/A—272-272-100%$319.6K———
Verity Wealth Advisors
N/A—268-268-100%$314.9K———
Brendel Financial Advisors LLC
N/A—267-267-100%$313.7K———
Meadowbrook Advisors Group, LLC
N/A—267-267-100%$313.7K———
FWG Holdings, LLC
N/A—267-267-100%$270.9K———
Genesis Wealth Advisors, LLC
N/A—266-266-100%$312.5K———
9823 Capital, L.P.
N/A—264-264-100%$310.2K———
ODonnell Financial Services, LLC
N/A—263-263-100%$308.8K———
Markin Volterra Fund LP
N/A—260-260-100%$305.5K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—255-255-100%$299.7K———
Arrowroot Family Office, LLC
N/A—254-254-100%$298.5K———
GWN Securities Inc.
N/A—253-253-100%$296.9K———
Round Rock Advisors LLC
N/A—253-253-100%$297.2K———
STG Securities, LLC
N/A—252-252-100%$296.1K———
CM Wealth Advisors LLC
N/A—252-252-100%$296.2K———
Abbot Financial Management, Inc.
N/A—251-251-100%$294.9K———
Disciplined Investments, LLC
N/A—251-251-100%$294.9K———
S Harris Financial Group, LLC
N/A—250-250-100%$293.9K———
SkyView Investment Advisors, LLC
N/A—250-250-100%$294.0K———
Cura Wealth Advisors, LLC
N/A—250-250-100%$293.8K———
Anchor Bay Capital, Inc.
N/A—249-249-100%$246.7K———
Boston Research & Management Inc
N/A—249-249-100%$292.5K———
Bolthouse Investments, LLC
N/A—247-247-100%$290.2K———
Hilltop Wealth Advisors, LLC
N/A—247-247-100%$290.2K———
Carr Financial Group Corp
N/A—247-247-100%$290.2K———
Latko Wealth Management, Ltd.
N/A—247-247-100%$290.5K———
Pinney & Scofield, Inc.
N/A—246-246-100%$289.0K———
Oxbow Advisors, LLC
N/A—246-246-100%$289.0K———
Wood Tarver Financial Group, LLC
N/A—245-245-100%$288.0K———
Financial Avengers, Inc.
N/A—244-244-100%$286.1K———
Houlihan Financial Resource Group, Ltd.
N/A—244-244-100%$286.7K———
Camarda Financial Advisors, LLC
N/A—244-244-100%$286.7K———
Ciovacco Capital Management LLC
N/A—243-243-100%$285.5K———
Vantus Wealth LLC
N/A—241-241-100%$283.1K———
Windsor Advisory Group, LLC
N/A—237-237-100%$278.4K———
Ithaka Group LLC
N/A—237-237-100%$278.4K———
Blalock Williams, LLC
N/A—237-237-100%$278.4K———
Mittelman Wealth Management
N/A—236-236-100%$297.2K———
IFC Advisors LLC
N/A—234-234-100%$274.9K———
Betterment LLC
N/A—234-234-100%$275.0K———
Wealthspire Retirement, LLC
N/A—233-233-100%$273.8K———
Investor's Fiduciary Advisor Network, LLC
N/A—233-233-100%$274.0K———
Sankala Group LLC
N/A—233-233-100%$232.9K———
Gallagher Fiduciary Advisors, LLC
N/A—232-232-100%$272.4K———
National Philanthropic Trust
N/A—232-232-100%$272.6K———
Avenir Corp
N/A—231-231-100%$271.4K———
Hutchinson Capital Management
N/A—230-230-100%$270.2K———
S&T Bank
N/A—230-230-100%$270.2K———
Aimz Investment Advisors, LLC
N/A—230-230-100%$270.2K———
American Investment Services, Inc.
N/A—229-229-100%$269.0K———
Highview Capital Management LLC
N/A—228-228-100%$267.9K———
Pitcairn Wealth Advisors LLC
N/A—226-226-100%$265.5K———
JPL Wealth Management, LLC
N/A—225-225-100%$264.3K———
Rench Wealth Management, Inc.
N/A—225-225-100%$264.5K———
Sachetta, LLC
N/A—224-224-100%$263.2K———
Wealth Advisors of Tampa Bay, LLC
N/A—224-224-100%$263.2K———
Vista Cima Wealth Management LLC
N/A—219-219-100%$257.3K———
Rockbridge Asset Management LLC
N/A—218-218-100%$256.1K———
Northwest Quadrant Wealth Management, LLC
N/A—216-216-100%$254.2K———
Kelman-Lazarov, Inc.
N/A—214-214-100%$251.4K———
Beacon Bridge Wealth Partners, LLC
N/A—214-214-100%$251.4K———
First Commonwealth Financial Corp
N/A—213-213-100%$250.2K———
PCG Wealth Advisors, LLC
N/A—212-212-100%$249.1K———
MOR Wealth Management, LLC
N/A—211-211-100%$247.9K———
Maripau Wealth Management LLC
N/A—210-210-100%$246.8K———
1015 Capital Partners, LLC
N/A—210-210-100%$246.7K———
German American Bancorp, Inc.
N/A—210-210-100%$246.7K———
Stonebridge Financial Group, LLC / MO
N/A—210-210-100%$246.8K———
Brio Consultants, LLC
N/A—209-209-100%$245.5K———
Garrison Point Advisors, LLC
N/A—208-208-100%$244.4K———
Markin Asset Management, LP
N/A—208-208-100%$244.4K———
Impact Partnership Wealth, LLC
N/A—207-207-100%$243.3K———
Maxele Advisors, LLC
N/A—207-207-100%$243.2K———
Arcadia Wealth Management, Inc.
N/A—205-205-100%$240.8K———
Meridian Wealth Partners, LLC
N/A—205-205-100%$240.8K———
Investment Advisory Group, LLC
N/A—204-204-100%$239.8K———
Clarendon Private LLC
N/A—203-203-100%$238.5K———
Arbor Trust Wealth Advisors, LLC
N/A—203-203-100%$238.5K———
Operose Advisors LLC
N/A—202-202-100%$237.3K———
Dixon Mitchell Investment Counsel Inc.
N/A—201-201-100%$236.2K———
Core Wealth Advisors, Inc.
N/A—201-201-100%$236.1K———
Signal Tree Financial Partners LLC
N/A—201-201-100%$236.1K———
DF Dent & Co Inc
N/A—200-200-100%$235.0K———
Cohen & Steers, Inc.
N/A—200-200-100%$235.0K———
Conway Capital Management, Inc.
N/A—200-200-100%$235.0K———
Redwood Investment Management, LLC
N/A—200-200-100%$235.0K———
von Borstel & Associates, Inc.
N/A—199-199-100%$233.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—199-199-100%$233.8K———
Godfrey Financial Associates, Inc.
N/A—198-198-100%$232.6K———
Novare Capital Management LLC
N/A—197-197-100%$231.4K———
UP Strategic Wealth Investment Advisors LLC
N/A—197-197-100%$200.5K———
Talisman Wealth Advisors LLC
N/A—196-196-100%$230.3K———
American Money Management, LLC
N/A—195-195-100%$229.1K———
Legato Capital Management LLC
N/A—194-194-100%$227.9K———
Argent Advisors, Inc.
N/A—194-194-100%$228.4K———
WorthPointe, LLC
N/A—193-193-100%$226.7K———
VAN DEN Berg Management I, Inc
N/A—193-193-100%$226.7K———
Goepper Burkhardt LLC
N/A—192-192-100%$225.5K———
Cauble & Harre Wealth Management, Inc.
N/A—192-192-100%$225.7K———
Parsonex Advisory Services, Inc.
N/A—192-192-100%$225.6K———
Hilltop Partners LLC
N/A—191-191-100%$224.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—191-191-100%$224.9K———
Arvest Bank Trust Division
N/A—190-190-100%$223.2K———
Garden State Investment Advisory Services LLC
N/A—190-190-100%$223.6K———
Manhattan West Asset Management, LLC
N/A—189-189-100%$222.0K———
Cornerstone Select Advisors, LLC
N/A—189-189-100%$222.0K———
Mcguire Capital Advisors Inc
N/A—188-188-100%$220.9K———
Cofg Advisors, LLC
N/A—186-186-100%$218.7K———
Lotus Technology Management, LP
N/A—186-186-100%$218.5K———
Somerville Kurt F
N/A—186-186-100%$218.5K———
Snowwater Investment Partners, LLC
N/A—185-185-100%$217.4K———
Seaview Investment Managers LLC
N/A—185-185-100%$217.3K———
one8zero8, LLC
N/A—184-184-100%$216.2K———
Meridian Wealth Advisors, LLC
N/A—181-181-100%$212.7K———
Blackstone Inc.
N/A—180-180-100%$211.5K———
Capital Analysts, LLC
N/A—180-180-100%$211.0K———
Strategic Financial Concepts, LLC
N/A—180-180-100%$211.5K———
Avant Capital LLC
N/A—180-180-100%$211.7K———
Legacy Financial Group LLC
N/A—178-178-100%$209.2K———
RNC Capital Management LLC
N/A—178-178-100%$209.1K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—173-173-100%$203.3K———
Northwest Bancshares, Inc.
N/A—172-172-100%$202.5K———
Rothschild Capital Partners, LLC
N/A—172-172-100%$202.1K———
Golden Road Advisors LLC
N/A—172-172-100%$202.1K———
Summit Wealth & Retirement Planning, Inc.
N/A—171-171-100%$200.9K———
St. Nicholas Private Asset Management, Inc
N/A—171-171-100%$200.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—170-170-100%$199.8K———
Muirfield Wealth Advisors LLC
N/A—170-170-100%$200.1K———
Corsicana & Co.
N/A—169-169-100%$198.6K———
Riverview Trust Co
N/A—166-166-100%$195.0K———
Allied Private Wealth LLC
N/A—161-161-100%$172.5K———
Walleye Capital LLC
N/A—158-158-100%$185.6K———
Osbon Capital Management LLC
N/A—142-142-100%$166.8K———
Atlas Capital Advisors Inc.
N/A—141-141-100%$165.7K———
Hamrick Investment Counsel, llc
N/A—138-138-100%$162.2K———
Leo H. Evart, Inc.
N/A—136-136-100%$159.8K———
Synergy Investment Management, LLC
N/A—135-135-100%$124.3K———
Twin Lakes Capital Management, LLC
N/A—135-135-100%$158.6K———
Wellington-Altus USA Inc.
N/A—134-134-100%$117.0K———
Crews Bank & Trust
N/A—134-134-100%$157.4K———
Loomis Sayles & Co L P
N/A—129-129-100%$151.6K———
Migdal Insurance & Financial Holdings Ltd.
N/A—125-125-100%$146.9K———
Manning & Napier Advisors LLC
N/A—123-123-100%$135.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—111-111-100%$130.6K———
Swan Capital LLC
N/A—110-110-100%$129.2K———
Steigerwald, Gordon & Koch Inc.
N/A—108-108-100%$126.9K———
Frazier Financial Advisors, LLC
N/A—106-106-100%$124.5K———
NI Acquisitions Company, LLC
N/A—104-104-100%$122.2K———
Davis Asset Management, L.P.
N/A—103-103-100%$121.0K———
Meeder Asset Management Inc
N/A—102-102-100%$119.8K———
WealthCollab, LLC
N/A—101-101-100%$118.7K———
Burnham & Co LLC
N/A—100-100-100%$117.5K———
Broadwater Capital Management LLC
N/A—96-96-100%$112.8K———
Beaird Harris Wealth Management, LLC
N/A—96-96-100%$113.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—96-96-100%$112.8K———
Kerr Financial Planning Corp
N/A—94-94-100%$110.4K———
Timbuktu Capital Management, LLC
N/A—93-93-100%$109.3K———
Kemnay Advisory Services Inc.
N/A—93-93-100%$109.3K———
Johnson Financial Group, Inc.
N/A—89-89-100%$104.6K———
Orion Capital Management LLC
N/A—88-88-100%$103.4K———
PlanVest Financial, Inc
N/A—87-87-100%$102.2K———
Dogwood Wealth Management LLC
N/A—80-80-100%$94.0K———
Highland Investment Advisors LLC
N/A—78-78-100%$91.9K———
Prosperity Bancshares Inc
N/A—77-77-100%$90.5K———
MRP Capital Investments, LLC
N/A—75-75-100%$88.1K———
Harborfront Financial Group LLC
N/A—74-74-100%$87.2K———
JDM Financial Group LLC
N/A—72-72-100%$84.6K———
Security National Bank of Sioux City Iowa
N/A—63-63-100%$74.0K———
Pinnacle Holdings, LLC
N/A—61-61-100%$71.7K———
Coppell Advisory Solutions LLC
N/A—60-60-100%$1.1M———
Cornerstone Financial Management LLC
N/A—60-60-100%$70.5K———
Avalon Trust Co
N/A—60-60-100%$70.5K———
Westfuller Advisors, LLC
N/A—58-58-100%$68.3K———
Imprint Wealth LLC
N/A—58-58-100%$68.1K———
Minot DeBlois Advisors LLC
N/A—55-55-100%$64.6K———
RiverPark Advisors, LLC
N/A—54-54-100%$63.4K———
Security National Bank of SO DAK
N/A—44-44-100%$51.7K———
Kilter Group LLC
N/A—42-42-100%$49.3K———
Raffa Wealth Management, LLC
N/A—41-41-100%$48.2K———
Copia Wealth Management
N/A—40-40-100%$47.0K———
Darwin Wealth Management, LLC
N/A—38-38-100%$45.5K———
Mpwm Advisory Solutions, LLC
N/A—38-38-100%$44.7K———
Measured Wealth Private Client Group, LLC
N/A—37-37-100%$43.5K———
Westend Capital Management, LLC
N/A—36-36-100%$42.3K———
Longview Financial Advisors LLC
N/A—35-35-100%$41.1K———
Greykasell Wealth Strategies, Inc.
N/A—33-33-100%$38.8K———
Regatta Research & Money Management
N/A—32-32-100%$37.6K———
Persistent Asset Partners Ltd
N/A—31-31-100%$36.4K———
Pingora Partners LLC
N/A—31-31-100%$36.4K———
Sumitomo Mitsui Financial Group, Inc.
N/A—30-30-100%$35.2K———
Nova Wealth Management, Inc.
N/A—30-30-100%$35.4K———
Polar Asset Management Partners Inc.
N/A—30-30-100%$35.2K———
Investors Portfolio Services LLC
N/A—29-29-100%$33.8K———
1 North Wealth Services LLC
N/A—28-28-100%$32.9K———
Ogorek Anthony Joseph
N/A—28-28-100%$32———
HighMark Wealth Management LLC
N/A—28-28-100%$33.0K———
Parvin Asset Management, LLC
N/A—27-27-100%$31.7K———
VSM Wealth Advisory, LLC
N/A—25-25-100%$29.4K———
Penserra Capital Management LLC
N/A—24-24-100%$28.0K———
Ankerstar Wealth, LLC
N/A—22-22-100%$25.9K———
Bravera Wealth
N/A—22-22-100%$25.8K———
Mark Sheptoff Financial Planning, LLC
N/A—22-22-100%$25.8K———
Cbiz Investment Advisory Services, LLC
N/A—22-22-100%$19.2K———
Fourth Dimension Wealth, LLC
N/A—21-21-100%$24.7K———
Atomic Invest LLC
N/A—18-18-100%$19.7K———
Fort Vancouver Investment Management, LLC
N/A—18-18-100%$21.1K———
Neo Ivy Capital Management
N/A—18-18-100%$21.1K———
Rexford Capital Inc
N/A—17-17-100%$20.0K———
Bamco Inc
N/A—15-15-100%$17.6K———
Park Place Capital Corp
N/A—15-15-100%$17.6K———
Premier Financial Group
N/A—12-12-100%$14.1K———
Lavaca Capital LLC
N/A—12-12-100%$14.1K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—11-11-100%$12.9K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$11.7K———
Benson Wealth Management Inc
N/A—10-10-100%$11.7K———
Strive Financial Group,LLC
N/A—8-8-100%$9.4K———
Toews Corp
N/A—8-8-100%$9.4K———
Timmons Wealth Management, LLC
N/A—8-8-100%$9.4K———
Atlantic Private Wealth, LLC
N/A—8-8-100%$9.8K———
Meramec Financial Planners, LLC
N/A—7-7-100%$7.0K———
Proffitt & Goodson Inc
N/A—7-7-100%$8.2K———
Centennial Bank
N/A—7-7-100%$8.2K———
Lummis Asset Management, LP
N/A—6-6-100%$7.0K———
Chelsea Counsel Co
N/A—6-6-100%$7.1K———
Tidemark, LLC
N/A—4-4-100%$4.7K———
FWL Investment Management, LLC
N/A—3-3-100%$3.5K———
Marshall Investment Management, LLC
N/A—3-3-100%$3.5K———
Bellevue Asset Management, LLC
N/A—3-3-100%$3.5K———
Oakmont Advisory Group, LLC
N/A—3-3-100%$3.5K———
Peak6 LLC
N/A—3-3-100%$3.0K———
Seneschal Advisors, LLC
N/A—3-3-100%$3.5K———
XP Advisory US, Inc.
N/A—2-2-100%$2.4K———
Abound Financial, LLC
N/A—2-2-100%$2.4K———
Walsh & Associates, LLC
N/A—1-1-100%$1.2K———
Cordant, Inc.
N/A—1-1-100%$1.4K———
Gould Capital, LLC
N/A—1-1-100%$1.2K———
Parallax Volatility Advisers, L.P.
N/A—1-1-100%$1.2K———
Showing 3571 of 3571 institutions