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General Dynamics Corp (GD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sanders Capital, LLC
INCREASED
Shares3,555,708 from 3,546,156
Change+9,552 (+0%)
Value$1.2B (-$76.3M)
Filed 2026-11-02
Dimensional Fund Advisors LP
DECREASED
Shares1,609,026 from 1,612,968
Change-3,942 (0%)
Value$533.9M (-$37.5M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares664,090 from 635,112
Change+28,978 (+5%)
Value$220.4M (-$4.6M)
Filed 2026-11-05
Bahl & Gaynor LLC
DECREASED
Shares569,786 from 578,479
Change-8,693 (-1%)
Value$189.1M (-$15.8M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares538,036 from 557,713
Change-19,677 (-4%)
Value$178.5M (-$19.0M)
Filed 2026-10-29
ProShare Advisors LLC
DECREASED
Shares485,264 from 1,076,752
Change-591,488 (-55%)
Value$161.0M (-$220.4M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares425,537 from 381,322
Change+44,215 (+12%)
Value$141.2M (+$6.1M)
Filed 2026-11-04
Markel Group Inc.
UNCHANGED
Shares391,000 from 391,000
Change0 (0%)
Value$129.7M (-$8.8M)
Filed 2026-10-30
Principal Financial Group Inc
DECREASED
Shares283,372 from 309,375
Change-26,003 (-8%)
Value$94.0M (-$15.6M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares277,024 from 280,389
Change-3,365 (-1%)
Value$91.9M (-$7.4M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares270,923 from 194,637
Change+76,286 (+39%)
Value$74.7M (+$17.2M)
Filed 2026-10-13
DekaBank Deutsche Girozentrale
NEW
Shares241,833
Change+241,833
Value$81.0M
Filed 2026-10-27
New York State Teachers Retirement System
DECREASED
Shares204,109 from 212,507
Change-8,398 (-4%)
Value$67.7M (-$7.5M)
Filed 2026-10-22
Robeco Institutional Asset Management B.V.
DECREASED
Shares187,769 from 197,888
Change-10,119 (-5%)
Value$62.3M (-$7.8M)
Filed 2026-10-20
Saratoga Research & Investment Management
DECREASED
Shares174,725 from 180,394
Change-5,669 (-3%)
Value$58.0M (-$5.9M)
Filed 2026-10-16
Creative Planning
INCREASED
Shares139,698 from 118,949
Change+20,749 (+17%)
Value$46.4M (+$4.2M)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares137,286 from 140,223
Change-2,937 (-2%)
Value$45.6M (-$4.1M)
Filed 2026-11-05
Virginia Retirement Systems ET Al
DECREASED
Shares136,200 from 141,280
Change-5,080 (-4%)
Value$45.2M (-$4.9M)
Filed 2026-10-28
Vest Financial, LLC
DECREASED
Shares132,492 from 150,223
Change-17,731 (-12%)
Value$44.0M (-$9.3M)
Filed 2026-10-21
Smith Chas P & Associates PA Cpas
INCREASED
Shares124,898 from 124,790
Change+108 (+0%)
Value$43.0M (-$1.2M)
Filed 2026-10-22
Randolph Co Inc
INCREASED
Shares123,192 from 123,095
Change+97 (+0%)
Value$40.9M (-$2.7M)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares121,586 from 101,638
Change+19,948 (+20%)
Value$40.5M (+$3.6M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares117,660 from 128,460
Change-10,800 (-8%)
Value$39.0M (-$6.5M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares116,323 from 112,668
Change+3,655 (+3%)
Value$38.7M (-$2.2M)
Filed 2026-10-16
Oppenheimer Asset Management Inc.
DECREASED
Shares114,562 from 116,358
Change-1,796 (-2%)
Value$38.0M (-$3.2M)
Filed 2026-10-27
Pzena Investment Management LLC
INCREASED
Shares110,729 from 108,574
Change+2,155 (+2%)
Value$36.7M (-$1.7M)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares106,099 from 124,822
Change-18,723 (-15%)
Value$35.2M (-$9.0M)
Filed 2026-10-21
Conning Inc.
DECREASED
Shares105,205 from 108,165
Change-2,960 (-3%)
Value$34.9M (-$3.4M)
Filed 2026-10-27
CIBC Asset Management Inc
INCREASED
Shares103,592 from 101,742
Change+1,850 (+2%)
Value$34.4M (-$1.7M)
Filed 2026-11-05
Kornitzer Capital Management Inc
DECREASED
Shares100,558 from 101,666
Change-1,108 (-1%)
Value$33.4M (-$2.6M)
Filed 2026-11-03
Asset Management One Co., Ltd.
INCREASED
Shares97,635 from 95,295
Change+2,340 (+2%)
Value$32.4M (-$1.4M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares90,739 from 86,635
Change+4,104 (+5%)
Value$30.1M (-$579.9K)
Filed 2026-11-02
Roffman Miller Associates Inc
INCREASED
Shares89,745 from 88,480
Change+1,265 (+1%)
Value$29.8M (-$1.6M)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares88,802 from 82,635
Change+6,167 (+7%)
Value$29.5M (+$194.5K)
Filed 2026-11-03
Nisa Investment Advisors, LLC
DECREASED
Shares86,186 from 86,833
Change-647 (-1%)
Value$28.6M (-$2.2M)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares85,561 from 77,906
Change+7,655 (+10%)
Value$28.4M (+$794.2K)
Filed 2026-11-04
D.A. Davidson & Co.
DECREASED
Shares79,400 from 79,858
Change-458 (-1%)
Value$26.3M (-$1.9M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares78,896 from 87,206
Change-8,310 (-10%)
Value$26.2M (-$4.7M)
Filed 2026-11-02
Retirement Planning Group, LLC
INCREASED
Shares78,817 from 2,386
Change+76,431 (+3203%)
Value$26.2M (+$25.3M)
Filed 2026-10-19
State of New Jersey Common Pension Fund D
UNCHANGED
Shares73,621 from 73,621
Change0 (0%)
Value$24.4M (-$1.6M)
Filed 2026-11-05
Czech National Bank
INCREASED
Shares72,963 from 72,247
Change+716 (+1%)
Value$24.2M (-$1.4M)
Filed 2026-10-13
Arbejdsmarkedets Tillaegspension
DECREASED
Shares70,040 from 81,520
Change-11,480 (-14%)
Value$23.2M (-$5.6M)
Filed 2026-10-30
Swiss Life Asset Management Ltd
INCREASED
Shares67,816 from 39,383
Change+28,433 (+72%)
Value$22.5M (+$8.6M)
Filed 2026-11-03
Professional Advisory Services Inc
DECREASED
Shares66,048 from 67,028
Change-980 (-1%)
Value$21.9M (+$21.9M)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
DECREASED
Shares64,565 from 64,961
Change-396 (-1%)
Value$21.4M (-$1.6M)
Filed 2026-10-30
State of Michigan Retirement System
DECREASED
Shares63,812 from 65,012
Change-1,200 (-2%)
Value$21.2M (-$1.9M)
Filed 2026-10-27
MacKenzie Financial Corp
INCREASED
Shares63,795 from 62,010
Change+1,785 (+3%)
Value$21.2M (-$797.3K)
Filed 2026-11-02
Arizona State Retirement System
DECREASED
Shares63,773 from 63,882
Change-109 (0%)
Value$21.2M (-$1.5M)
Filed 2026-11-03
Oakworth Capital, Inc.
DECREASED
Shares59,489 from 59,892
Change-403 (-1%)
Value$19.7M (-$1.7M)
Filed 2026-10-26
Henshaw Capital LLC
UNCHANGED
Shares59,000 from 59,000
Change0 (0%)
Value$19.6M (-$1.3M)
Filed 2026-11-03
Confluence Investment Management LLC
DECREASED
Shares58,398 from 65,990
Change-7,592 (-11%)
Value$19.4M (-$4.0M)
Filed 2026-10-01
Edgemoor Investment Advisors, Inc.
DECREASED
Shares57,416 from 57,714
Change-298 (-1%)
Value$19.1M (-$1.4M)
Filed 2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares56,657 from 57,760
Change-1,103 (-2%)
Value$18.8M (-$1.7M)
Filed 2026-10-19
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares56,104 from 56,062
Change+42 (+0%)
Value$18.6M (-$1.2M)
Filed 2026-11-03
Vontobel Holding Ltd.
DECREASED
Shares53,748 from 54,446
Change-698 (-1%)
Value$17.8M (-$1.5M)
Filed 2026-10-16
Retirement Systems of Alabama
DECREASED
Shares53,254 from 53,323
Change-69 (0%)
Value$17.7M (-$1.2M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares53,071 from 3,624
Change+49,447 (+1364%)
Value$17.6M (+$16.3M)
Filed 2026-10-16
Xponance LLC
INCREASED
Shares51,802 from 47,785
Change+4,017 (+8%)
Value$17.2M (+$262.1K)
Filed 2026-11-03
Willis Investment Counsel
DECREASED
Shares51,500 from 66,500
Change-15,000 (-23%)
Value$17.1M (-$6.5M)
Filed 2026-10-20
Edge Wealth Management LLC
INCREASED
Shares50,096 from 50,085
Change+11 (+0%)
Value$16.6M (-$1.1M)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares49,388 from 46,647
Change+2,741 (+6%)
Value$16.4M (-$136.2K)
Filed 2026-10-23
Neos Investment Management LLC
INCREASED
Shares47,633 from 41,340
Change+6,293 (+15%)
Value$15.8M (+$1.2M)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares47,375 from 43,817
Change+3,558 (+8%)
Value$15.7M (+$198.8K)
Filed 2026-10-28
Polaris Capital Management, LLC
DECREASED
Shares47,227 from 49,927
Change-2,700 (-5%)
Value$15.7M (-$2.0M)
Filed 2026-10-21
Abner Herrman & Brock LLC
NEW
Shares47,064
Change+47,064
Value$15.6M
Filed 2026-10-20
Busey Bank
DECREASED
Shares46,513 from 47,034
Change-521 (-1%)
Value$15.4M (-$1.2M)
Filed 2026-10-26
U S Global Investors Inc
DECREASED
Shares45,826 from 46,295
Change-469 (-1%)
Value$15.2M (-$1.2M)
Filed 2026-10-22
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares45,104 from 50,397
Change-5,293 (-10%)
Value$15.0M (-$2.9M)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares45,025 from 46,283
Change-1,258 (-3%)
Value$14.9M (-$1.5M)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED
Shares44,502 from 41,305
Change+3,197 (+8%)
Value$14.7M (-$791.6K)
Filed 2026-10-13
Daiwa Securities Group Inc.
INCREASED
Shares44,357 from 43,670
Change+687 (+2%)
Value$14.7M (-$750.7K)
Filed 2026-10-29
Rakuten Investment Management, Inc.
INCREASED
Shares44,014 from 40,157
Change+3,857 (+10%)
Value$14.6M (+$650.2K)
Filed 2026-10-30
Pictet Asset Management Holding SA
DECREASED
Shares43,704 from 46,923
Change-3,219 (-7%)
Value$14.5M (-$2.1M)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares42,675 from 41,812
Change+863 (+2%)
Value$14.2M (-$650.6K)
Filed 2026-11-02
Strs Ohio
DECREASED
Shares42,241 from 46,983
Change-4,742 (-10%)
Value$14.0M (-$2.6M)
Filed 2026-10-30
Weybosset Research & Management LLC
DECREASED
Shares41,379 from 41,964
Change-585 (-1%)
Value$13.7M (-$1.1M)
Filed 2026-10-19
Palisade Asset Management, LLC
DECREASED
Shares41,105 from 43,126
Change-2,021 (-5%)
Value$13.6M (-$1.6M)
Filed 2026-11-03
Fulton Breakefield Broenniman LLC
DECREASED
Shares39,824 from 40,420
Change-596 (-1%)
Value$13.2M (-$1.1M)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares39,186 from 34,476
Change+4,710 (+14%)
Value$13.0M (+$790.2K)
Filed 2026-10-15
Crossmark Global Holdings, Inc.
DECREASED
Shares39,173 from 40,059
Change-886 (-2%)
Value$13.0M (-$1.2M)
Filed 2026-10-21
Thomas Story & SON LLC
INCREASED
Shares39,015 from 39,010
Change+5 (+0%)
Value$12.9M (-$872.6K)
Filed 2026-10-13
Narwhal Capital Management
DECREASED
Shares38,464 from 38,504
Change-40 (0%)
Value$12.8M (-$876.1K)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares38,188 from 38,510
Change-322 (-1%)
Value$12.7M (-$969.6K)
Filed 2026-10-20
Yousif Capital Management, LLC
DECREASED
Shares37,654 from 41,701
Change-4,047 (-10%)
Value$12.5M (-$2.3M)
Filed 2026-10-22
Evergreen Capital Management LLC
DECREASED
Shares35,978 from 42,003
Change-6,025 (-14%)
Value$11.9M (-$2.9M)
Filed 2026-10-23
New York Life Investment Management LLC
DECREASED
Shares35,250 from 35,292
Change-42 (0%)
Value$11.7M (-$804.8K)
Filed 2026-11-04
CX Institutional
INCREASED
Shares34,873 from 14,532
Change+20,341 (+140%)
Value$11.6K (+$6.4K)
Filed 2026-10-02
Allen Investment Management, LLC
UNCHANGED
Shares34,523 from 34,523
Change0 (0%)
Value$11.5M (-$773.7K)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares34,113 from 35,328
Change-1,215 (-3%)
Value$11.3M (-$1.2M)
Filed 2026-10-26
Richard C. Young & Co., Ltd.
DECREASED
Shares33,851 from 35,046
Change-1,195 (-3%)
Value$11.2M (-$1.2M)
Filed 2026-11-04
American National Bank & Trust
DECREASED
Shares33,311 from 35,618
Change-2,307 (-6%)
Value$11.1M (-$1.6M)
Filed 2026-10-07
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares33,307 from 32,932
Change+375 (+1%)
Value$11.1M (-$613.6K)
Filed 2026-10-20
Mattern Capital Management, LLC
DECREASED
Shares32,926 from 33,512
Change-586 (-2%)
Value$10.9M (-$945.5K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares32,834 from 30,101
Change+2,733 (+9%)
Value$10.9M (+$232.1K)
Filed 2026-10-16
Davenport & Co LLC
DECREASED
Shares32,754 from 32,808
Change-54 (0%)
Value$10.9M (-$746.4K)
Filed 2026-10-14
Running Oak Capital LLC
INCREASED
Shares32,274 from 31,698
Change+576 (+2%)
Value$10.7M (-$519.2K)
Filed 2026-11-04
Weatherly Asset Management L. P.
DECREASED
Shares31,860 from 31,948
Change-88 (0%)
Value$10.6M (-$745.1K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares31,625 from 24,755
Change+6,870 (+28%)
Value$10.5M (+$1.7M)
Filed 2026-10-13
SEB Asset Management AB
INCREASED
Shares31,604 from 21,191
Change+10,413 (+49%)
Value$10.5M (+$3.0M)
Filed 2026-11-04
Oregon Public Employees Retirement Fund
INCREASED
Shares31,220 from 31,203
Change+17 (+0%)
Value$10.4M (-$693.6K)
Filed 2026-10-30
Nixon Peabody Trust Co
INCREASED
Shares31,161 from 31,053
Change+108 (+0%)
Value$10.3M (-$660.1K)
Filed 2026-10-23
UniSuper Management Pty Ltd
INCREASED
Shares31,014 from 27,414
Change+3,600 (+13%)
Value$10.3M (+$580.2K)
Filed 2026-10-26
State of Alaska, Department of Revenue
DECREASED
Shares29,475 from 30,290
Change-815 (-3%)
Value$9.8M (-$948.0K)
Filed 2026-10-15
Toth Financial Advisory Corp
DECREASED
Shares29,323 from 29,333
Change-10 (0%)
Value$9.7M (-$660.4K)
Filed 2026-10-08
Bokf, NA
INCREASED
Shares28,804 from 27,674
Change+1,130 (+4%)
Value$9.6M (-$245.2K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares28,496 from 27,919
Change+577 (+2%)
Value$9.3M (-$1.2M)
Filed 2026-10-08
Cullen Investment Group, Ltd.
DECREASED
Shares26,555 from 29,859
Change-3,304 (-11%)
Value$8.9M (-$1.7M)
Filed 2026-10-13
Moran Wealth Management, LLC
DECREASED
Shares26,485 from 26,489
Change-4 (0%)
Value$8.8M (-$594.9K)
Filed 2026-10-22
Strategy Asset Managers LLC
DECREASED
Shares26,330 from 26,588
Change-258 (-1%)
Value$8.7M (-$681.6K)
Filed 2026-10-14
Mutual of America Capital Management LLC
DECREASED
Shares25,946 from 26,129
Change-183 (-1%)
Value$8.6M (-$646.3K)
Filed 2026-10-23
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares25,662 from 25,669
Change-7 (0%)
Value$8.5M (-$577.6K)
Filed 2026-11-03
Capital City Trust Co
INCREASED
Shares25,133 from 25,115
Change+18 (+0%)
Value$8.3M (-$556.9K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
INCREASED
Shares24,967 from 24,787
Change+180 (+1%)
Value$8.3M (-$495.5K)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares24,893 from 22,487
Change+2,406 (+11%)
Value$8.3M (+$294.5K)
Filed 2026-10-23
Community Bank & Trust, Waco, Texas
INCREASED
Shares24,798 from 21,979
Change+2,819 (+13%)
Value$8.2M (+$443.0K)
Filed 2026-10-19
Prospera Financial Services Inc
INCREASED
Shares24,549 from 10,270
Change+14,279 (+139%)
Value$9.2M (+$5.5M)
Filed 2026-11-04
Principle Wealth Partners LLC
DECREASED
Shares24,411 from 24,875
Change-464 (-2%)
Value$8.1M (-$711.1K)
Filed 2026-11-02
First National Trust Co
INCREASED
Shares24,400 from 23,707
Change+693 (+3%)
Value$8.1M (-$301.3K)
Filed 2026-10-28
Tompkins Financial Corp
DECREASED
Shares24,005 from 24,508
Change-503 (-2%)
Value$8.0M (-$716.1K)
Filed 2026-10-05
Wespac Advisors SoCal, LLC
INCREASED
Shares23,970 from 23,054
Change+916 (+4%)
Value$8.0M (-$212.9K)
Filed 2026-10-13
Perennial Advisors, LLC
DECREASED
Shares23,837 from 24,554
Change-717 (-3%)
Value$7.9M (-$788.2K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares23,502 from 23,389
Change+113 (+0%)
Value$7.8M (-$486.0K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares23,322 from 21,047
Change+2,275 (+11%)
Value$7.7M (+$283.4K)
Filed 2026-10-08
Greatmark Investment Partners, Inc.
DECREASED
Shares23,179 from 23,254
Change-75 (0%)
Value$7.7M (-$546.0K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares22,768 from 21,368
Change+1,400 (+7%)
Value$7.6M (-$14.3K)
Filed 2026-10-29
Founders Capital Management, LLC
DECREASED
Shares22,306 from 22,646
Change-340 (-1%)
Value$7.4M (-$620.3K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED
Shares22,022 from 21,189
Change+833 (+4%)
Value$7.3M (-$198.6K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares21,718 from 21,115
Change+603 (+3%)
Value$7.2M (-$269.9K)
Filed 2026-10-08
Financial & Tax Architects, LLC
INCREASED
Shares21,598 from 21,513
Change+85 (+0%)
Value$7.2M (-$454.1K)
Filed 2026-10-15
Studio Investment Management LLC
DECREASED
Shares21,587 from 21,920
Change-333 (-2%)
Value$7.2M (-$601.7K)
Filed 2026-10-22
Martin Capital Partners, LLC
DECREASED
Shares21,008 from 21,140
Change-132 (-1%)
Value$7.0M (-$517.5K)
Filed 2026-10-07
Soltis Investment Advisors LLC
INCREASED
Shares20,949 from 19,136
Change+1,813 (+9%)
Value$7.0M (+$172.8K)
Filed 2026-10-28
IFM Investors Pty Ltd
INCREASED
Shares20,846 from 20,126
Change+720 (+4%)
Value$6.9M (-$212.1K)
Filed 2026-10-14
Advisory Resource Group
INCREASED
Shares20,655 from 19,486
Change+1,169 (+6%)
Value$6.9M (-$48.7K)
Filed 2026-10-26
WoodTrust Financial Corp
DECREASED
Shares20,570 from 20,904
Change-334 (-2%)
Value$6.8M (-$579.0K)
Filed 2026-10-09
Private Management Group Inc
INCREASED
Shares20,394 from 20,384
Change+10 (+0%)
Value$6.8M (-$453.5K)
Filed 2026-11-04
Bfsg, LLC
DECREASED
Shares20,255 from 20,428
Change-173 (-1%)
Value$6.7M (-$515.2K)
Filed 2026-10-30
Canal Insurance Co
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$6.6M (-$448.0K)
Filed 2026-10-20
NBT Bank, N.A.
INCREASED
Shares19,649 from 19,472
Change+177 (+1%)
Value$6.5M (-$377.6K)
Filed 2026-10-21
KCM Investment Advisors LLC
INCREASED
Shares19,575 from 19,490
Change+85 (+0%)
Value$6.5M (-$408.6K)
Filed 2026-10-27
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares19,286 from 18,222
Change+1,064 (+6%)
Value$6.4M (-$55.3K)
Filed 2026-11-05
Procyon Advisors, LLC
INCREASED
Shares18,779 from 5,590
Change+13,189 (+236%)
Value$6.2M (+$4.3M)
Filed 2026-10-21
Exchange Traded Concepts, LLC
DECREASED
Shares18,332 from 47,869
Change-29,537 (-62%)
Value$6.1M (-$10.9M)
Filed 2026-10-28
Alkeme Wealth, LLC
DECREASED
Shares18,018 from 18,255
Change-237 (-1%)
Value$6.0M (-$487.8K)
Filed 2026-10-08
Leelyn Smith, LLC
INCREASED
Shares17,941 from 17,931
Change+10 (+0%)
Value$6.0M (-$398.4K)
Filed 2026-11-03
Stonebridge Financial Group, LLC
INCREASED
Shares17,839 from 17,421
Change+418 (+2%)
Value$5.9M (-$251.7K)
Filed 2026-10-01
Woodmont Investment Counsel LLC
INCREASED
Shares17,629 from 17,078
Change+551 (+3%)
Value$5.8M (-$199.9K)
Filed 2026-10-29
Keybank National Association
DECREASED
Shares17,582 from 18,149
Change-567 (-3%)
Value$5.8M (-$594.8K)
Filed 2026-11-04
Unison Advisors LLC
INCREASED
Shares17,497 from 17,425
Change+72 (+0%)
Value$5.8M (-$366.6K)
Filed 2026-10-29
Stenger Family Office, LLC
INCREASED
Shares17,338 from 8,773
Change+8,565 (+98%)
Value$5.8M (+$2.7M)
Filed 2026-10-22
Rockline Wealth Management, LLC
DECREASED
Shares17,228 from 17,445
Change-217 (-1%)
Value$5.7M (-$463.0K)
Filed 2026-10-26
NovaPoint Capital, LLC
DECREASED
Shares16,756 from 17,403
Change-647 (-4%)
Value$5.6M (-$604.9K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares16,640 from 14,865
Change+1,775 (+12%)
Value$5.5M (+$256.0K)
Filed 2026-10-26
Trust Co of Toledo NA
INCREASED
Shares16,590 from 16,487
Change+103 (+1%)
Value$5.5M (-$335.3K)
Filed 2026-10-16
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares16,488 from 13,448
Change+3,040 (+23%)
Value$5.5M (+$707.4K)
Filed 2026-10-26
Alps Advisors Inc
INCREASED
Shares16,421 from 14,351
Change+2,070 (+14%)
Value$5.4M (+$365.3K)
Filed 2026-11-03
Sky Investment Group LLC
INCREASED
Shares15,597 from 15,030
Change+567 (+4%)
Value$5.2M (-$148.7K)
Filed 2026-10-30
Sterling Capital Management LLC
INCREASED
Shares15,381 from 4,606
Change+10,775 (+234%)
Value$5.1M (+$3.5M)
Filed 2026-10-22
Westover Capital Advisors, LLC
INCREASED
Shares15,268 from 14,451
Change+817 (+6%)
Value$5.1M (-$52.7K)
Filed 2026-10-26
Somerset Trust Co
DECREASED
Shares14,998 from 15,295
Change-297 (-2%)
Value$5.0M (-$441.3K)
Filed 2026-10-13
Northcape Wealth Management, LLC
DECREASED
Shares14,879 from 15,163
Change-284 (-2%)
Value$4.9M (-$433.8K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
INCREASED
Shares14,678 from 14,572
Change+106 (+1%)
Value$4.9M (-$291.4K)
Filed 2026-10-09
Strategic Blueprint, LLC
INCREASED
Shares14,561 from 14,404
Change+157 (+1%)
Value$4.8M (-$270.7K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares14,545 from 13,293
Change+1,252 (+9%)
Value$4.8M (+$117.5K)
Filed 2026-10-21
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares14,160 from 13,862
Change+298 (+2%)
Value$4.7M (-$211.8K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares13,840 from 15,073
Change-1,233 (-8%)
Value$4.6M (-$747.0K)
Filed 2026-10-22
Hartford Investment Management Co
DECREASED
Shares13,608 from 14,035
Change-427 (-3%)
Value$4.5M (-$456.2K)
Filed 2026-11-04
Rossmore Private Capital
INCREASED
Shares13,568 from 12,943
Change+625 (+5%)
Value$4.5M (-$82.7K)
Filed 2026-10-27
PFG Advisors
INCREASED
Shares13,485 from 13,328
Change+157 (+1%)
Value$4.5M (-$246.5K)
Filed 2026-10-16
Brady Family Wealth, LLC
DECREASED
Shares13,102 from 13,678
Change-576 (-4%)
Value$4.3M (-$497.6K)
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares13,025 from 10,451
Change+2,574 (+25%)
Value$4.3M (+$619.9K)
Filed 2026-11-03
Oak Thistle LLC
NEW
Shares13,022
Change+13,022
Value$4.3M
Filed 2026-10-21
Burney Co/
DECREASED
Shares12,978 from 13,198
Change-220 (-2%)
Value$4.3M (-$368.5K)
Filed 2026-10-15
Murphy Pohlad Asset Management LLC
DECREASED
Shares12,974 from 13,034
Change-60 (0%)
Value$4.3M (-$312.0K)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED
Shares12,519 from 12,374
Change+145 (+1%)
Value$4.2M (-$229.4K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares12,512 from 12,370
Change+142 (+1%)
Value$4.2M (-$230.1K)
Filed 2026-10-23
Louisiana State Employees Retirement System
DECREASED
Shares12,500 from 13,000
Change-500 (-4%)
Value$4.1M (-$457.2K)
Filed 2026-10-20
Citizens Financial Group Inc
INCREASED
Shares12,393 from 7,832
Change+4,561 (+58%)
Value$4.1M (+$1.3M)
Filed 2026-10-23
Ethic Inc.
INCREASED
Shares12,268 from 11,555
Change+713 (+6%)
Value$4.1M (-$22.5K)
Filed 2026-11-03
Archford Capital Strategies, LLC
INCREASED
Shares12,261 from 10,407
Change+1,854 (+18%)
Value$4.1M (+$382.0K)
Filed 2026-10-19
Birch Financial Group, LLC
INCREASED
Shares12,252 from 12,251
Change+1 (+0%)
Value$4.1M (-$274.5K)
Filed 2026-10-27
Gold Investment Management Ltd.
INCREASED
Shares12,085 from 11,024
Change+1,061 (+10%)
Value$4.0M (+$105.0K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares12,061 from 12,347
Change-286 (-2%)
Value$4.0M (-$371.5K)
Filed 2026-11-05
Glenview Trust Co
DECREASED
Shares11,932 from 12,033
Change-101 (-1%)
Value$4.0M (-$303.2K)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares11,868 from 15,929
Change-4,061 (-25%)
Value$3.9M (-$1.7M)
Filed 2026-10-15
Perigon Wealth Management, LLC
DECREASED
Shares11,790 from 13,527
Change-1,737 (-13%)
Value$3.9M (-$879.7K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares11,750 from 9,097
Change+2,653 (+29%)
Value$3.9M (+$676.5K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares11,588 from 8,765
Change+2,823 (+32%)
Value$4.0M (+$702.1K)
Filed 2026-10-27
Watchman Group, Inc.
DECREASED
Shares11,433 from 11,986
Change-553 (-5%)
Value$3.8M (-$452.1K)
Filed 2026-10-16
Brown Miller Wealth Management, LLC
INCREASED
Shares11,350 from 8,972
Change+2,378 (+27%)
Value$3.8M (+$587.8K)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares11,172 from 11,130
Change+42 (+0%)
Value$3.7M (-$235.4K)
Filed 2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED
Shares11,092 from 10,504
Change+588 (+6%)
Value$3.7M (-$40.3K)
Filed 2026-10-14
Investment Research & Advisory Group, Inc.
DECREASED
Shares11,078 from 11,352
Change-274 (-2%)
Value$3.7M (-$341.5K)
Filed 2026-10-19
Delta Capital Management LLC
INCREASED
Shares11,055 from 10,605
Change+450 (+4%)
Value$3.7M (+$3.7M)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares10,886 from 6,236
Change+4,650 (+75%)
Value$3.6M (+$1.4M)
Filed 2026-11-04
Diversify Wealth Management, LLC
DECREASED
Shares10,869 from 11,186
Change-317 (-3%)
Value$3.7M (-$689.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares10,869 from 11,186
Change-317 (-3%)
Value$3.7M (-$689.5K)
Filed 2026-10-20
Park National Corp
DECREASED
Shares10,739 from 11,025
Change-286 (-3%)
Value$3.6M (-$342.0K)
Filed 2026-10-05
First Business Financial Services, Inc.
INCREASED
Shares10,698 from 10,301
Change+397 (+4%)
Value$3.5M (-$99.1K)
Filed 2026-10-29
Themes Management Co LLC
INCREASED
Shares10,677 from 10,277
Change+400 (+4%)
Value$3.5M (-$97.6K)
Filed 2026-10-29
Mystic Asset Management, Inc.
INCREASED
Shares10,617 from 10,294
Change+323 (+3%)
Value$3.5M (-$123.5K)
Filed 2026-10-15
LS Investment Advisors, LLC
DECREASED
Shares10,456 from 10,707
Change-251 (-2%)
Value$3.5M (-$323.2K)
Filed 2026-10-13
111 Capital
NEW
Shares10,437
Change+10,437
Value$3.5M
Filed 2026-11-03
Linden Thomas Advisory Services, LLC
INCREASED
Shares10,431 from 9,236
Change+1,195 (+13%)
Value$3.5M (+$189.6K)
Filed 2026-10-19
Bath Savings Trust Co
DECREASED
Shares10,367 from 10,537
Change-170 (-2%)
Value$3.4M (-$292.5K)
Filed 2026-10-07
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares10,307 from 9,925
Change+382 (+4%)
Value$3.4M (-$95.6K)
Filed 2026-10-14
Oliver Luxxe Assets LLC
DECREASED
Shares10,260 from 10,262
Change-2 (0%)
Value$3.4M (-$230.6K)
Filed 2026-10-14
Essex LLC
DECREASED
Shares10,216 from 10,304
Change-88 (-1%)
Value$3.4M (-$260.1K)
Filed 2026-10-14
Simon Quick Advisors, LLC
DECREASED
Shares10,083 from 11,357
Change-1,274 (-11%)
Value$3.3M (-$677.3K)
Filed 2026-10-26
Rockland Trust Co
DECREASED
Shares10,059 from 10,127
Change-68 (-1%)
Value$3.3M (-$249.5K)
Filed 2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares9,955 from 8,606
Change+1,349 (+16%)
Value$3.3M (+$254.8K)
Filed 2026-10-27
Fonville Wealth Management LLC
INCREASED
Shares9,933 from 9,783
Change+150 (+2%)
Value$3.3M (-$169.5K)
Filed 2026-10-28
RED Cedar Investment Management, LLC
INCREASED
Shares9,900 from 7,263
Change+2,637 (+36%)
Value$3.3M (+$712.3K)
Filed 2026-11-04
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares9,847 from 10,113
Change-266 (-3%)
Value$3.3M (-$314.9K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares9,732 from 9,183
Change+549 (+6%)
Value$3.2M (-$23.5K)
Filed 2026-11-04
MGO One Seven LLC
DECREASED
Shares9,697 from 10,592
Change-895 (-8%)
Value$3.2M (-$534.6K)
Filed 2026-10-28
Modera Wealth Management, LLC
INCREASED
Shares9,697 from 9,673
Change+24 (+0%)
Value$3.2M (-$208.8K)
Filed 2026-10-28
Capital Investment Advisors, LLC
INCREASED
Shares9,618 from 9,604
Change+14 (+0%)
Value$3.2M (-$210.7K)
Filed 2026-10-22
Fairvoy Private Wealth, LLC
DECREASED
Shares9,528 from 9,749
Change-221 (-2%)
Value$3.2M (-$291.6K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares9,493 from 9,110
Change+383 (+4%)
Value$3.2M (-$76.9K)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares9,471 from 8,586
Change+885 (+10%)
Value$3.1M (+$101.2K)
Filed 2026-10-08
Tctc Holdings, LLC
INCREASED
Shares9,433 from 9,414
Change+19 (+0%)
Value$3.1M (-$204.7K)
Filed 2026-11-02
Gateway Investment Advisers LLC
INCREASED
Shares9,376 from 4,763
Change+4,613 (+97%)
Value$3.1M (+$1.4M)
Filed 2026-10-13
Pinkerton Wealth, LLC
DECREASED
Shares9,373 from 9,518
Change-145 (-2%)
Value$3.1M (-$156.7K)
Filed 2026-10-29
True Freedom Investing, LLC
DECREASED
Shares9,364 from 9,515
Change-151 (-2%)
Value$3.1M (-$158.6K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares9,319 from 9,637
Change-318 (-3%)
Value$3.1M (-$321.4K)
Filed 2026-10-20
OmniStar Financial Group, Inc.
INCREASED
Shares9,218 from 2,975
Change+6,243 (+210%)
Value$3.1M (+$2.0M)
Filed 2026-10-26
Insight Inv LLC
INCREASED
Shares9,177 from 9,067
Change+110 (+1%)
Value$3.0M (-$166.7K)
Filed 2026-10-27
William Allan Corp
DECREASED
Shares9,169 from 9,206
Change-37 (0%)
Value$3.0M (-$218.9K)
Filed 2026-10-14
Beaumont Financial Advisors, LLC
DECREASED
Shares9,155 from 9,198
Change-43 (0%)
Value$3.0M (-$220.3K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares9,137 from 1,082
Change+8,055 (+744%)
Value$3.0M (+$2.6M)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares9,120 from 9,510
Change-390 (-4%)
Value$3.0M (-$342.5K)
Filed 2026-10-05
Founders Capital Management
INCREASED
Shares9,098 from 410
Change+8,688 (+2119%)
Value$3.0M (+$2.9M)
Filed 2026-10-13
SWS Partners
INCREASED
Shares9,039 from 8,919
Change+120 (+1%)
Value$3.0M (-$160.0K)
Filed 2026-10-26
Argonautica Private Wealth Management, Inc
DECREASED
Shares8,994 from 9,008
Change-14 (0%)
Value$3.0M (-$206.5K)
Filed 2026-11-02
Herbst Group, LLC
INCREASED
Shares8,985 from 8,685
Change+300 (+3%)
Value$3.0M (-$95.1K)
Filed 2026-10-20
High Note Wealth, LLC
INCREASED
Shares8,901 from 8,680
Change+221 (+3%)
Value$3.0M (-$121.1K)
Filed 2026-10-27
Family Legacy, Inc.
INCREASED
Shares8,801 from 8,797
Change+4 (+0%)
Value$2.9M (-$195.8K)
Filed 2026-10-13
Cornerstone Planning, LLC
INCREASED
Shares8,781 from 8,734
Change+47 (+1%)
Value$3.1M (-$40.7K)
Filed 2026-10-27
Cypress Capital Group
INCREASED
Shares8,776 from 6,477
Change+2,299 (+35%)
Value$2.9M (+$617.7K)
Filed 2026-11-03
Carnegie Investment Counsel
INCREASED
Shares8,718 from 8,637
Change+81 (+1%)
Value$2.9M (-$166.7K)
Filed 2026-10-20
Columbus Macro, LLC
INCREASED
Shares8,689 from 8,584
Change+105 (+1%)
Value$2.9M (-$157.6K)
Filed 2026-10-14
Shoker Investment Counsel, Inc.
INCREASED
Shares8,665 from 8,604
Change+61 (+1%)
Value$2.9M (-$173.1K)
Filed 2026-11-04
Mechanics Financial Corp
DECREASED
Shares8,566 from 8,581
Change-15 (0%)
Value$2.8M (-$197.3K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
INCREASED
Shares8,527 from 8,056
Change+471 (+6%)
Value$2.8M (-$24.5K)
Filed 2026-11-04
KMG Fiduciary Partners, LLC
DECREASED
Shares8,502 from 8,940
Change-438 (-5%)
Value$2.8M (-$345.6K)
Filed 2026-10-14
ICW Investment Advisors LLC
DECREASED
Shares8,500 from 8,587
Change-87 (-1%)
Value$2.8M (-$221.3K)
Filed 2026-10-27
LVW Advisors, LLC
INCREASED
Shares8,480 from 8,447
Change+33 (+0%)
Value$2.8M (-$178.2K)
Filed 2026-10-19
Marotta Asset Management
DECREASED
Shares8,474 from 8,581
Change-107 (-1%)
Value$2.8M (-$301.8K)
Filed 2026-10-02
RKL Wealth Management LLC
INCREASED
Shares8,372 from 8,258
Change+114 (+1%)
Value$2.8M (-$147.2K)
Filed 2026-10-16
Tokio Marine Asset Management Co LTD
INCREASED
Shares8,343 from 7,712
Change+631 (+8%)
Value$2.8M (+$36.6K)
Filed 2026-10-26
Washington Trust Co
INCREASED
Shares8,338 from 8,308
Change+30 (+0%)
Value$2.8M (-$176.2K)
Filed 2026-10-22
Citadel Investment Advisory, Inc.
INCREASED
Shares8,307 from 8,291
Change+16 (+0%)
Value$2.8M (-$180.0K)
Filed 2026-10-15
ARS Wealth Advisors Group, LLC
DECREASED
Shares8,264 from 8,308
Change-44 (-1%)
Value$2.7M (-$200.7K)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares8,204 from 8,168
Change+36 (+0%)
Value$2.7M (-$171.0K)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares8,197 from 8,085
Change+112 (+1%)
Value$2.7M (-$144.0K)
Filed 2026-10-28
Plato Investment Management Ltd
INCREASED
Shares7,903 from 6,647
Change+1,256 (+19%)
Value$2.6M (+$291.8K)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
DECREASED
Shares7,865 from 8,249
Change-384 (-5%)
Value$2.6M (-$312.3K)
Filed 2026-10-07
Independent Financial Group, LLC
INCREASED
Shares7,848 from 7,847
Change+1 (+0%)
Value$2.6M (-$175.6K)
Filed 2026-10-13
North Dakota State Investment Board
INCREASED
Shares7,838 from 7,514
Change+324 (+4%)
Value$2.6M (-$60.9K)
Filed 2026-10-27
Griffin Asset Management, Inc.
UNCHANGED
Shares7,712 from 7,712
Change0 (0%)
Value$2.6M (-$172.8K)
Filed 2026-10-22
First Horizon Corp
DECREASED
Shares7,647 from 7,781
Change-134 (-2%)
Value$2.5M (-$218.8K)
Filed 2026-10-26
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares7,590 from 7,590
Change0 (0%)
Value$2.5M (-$170.0K)
Filed 2026-11-03
Processus Wealth & Capital Management, LLC
DECREASED
Shares7,571 from 7,653
Change-82 (-1%)
Value$2.5M (-$198.6K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares7,569 from 8,129
Change-560 (-7%)
Value$2.5M (-$367.2K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
DECREASED
Shares7,533 from 7,941
Change-408 (-5%)
Value$2.5M (-$313.5K)
Filed 2026-10-08
Independence Bank of Kentucky
DECREASED
Shares7,470 from 7,750
Change-280 (-4%)
Value$2.5M (-$266.6K)
Filed 2026-10-26
Lanark Financial, Inc.
DECREASED
Shares7,447 from 7,449
Change-2 (0%)
Value$2.5M (-$167.7K)
Filed 2026-10-26
Secure Asset Management, LLC
INCREASED
Shares7,352 from 6,631
Change+721 (+11%)
Value$2.4M (+$90.7K)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
DECREASED
Shares7,148 from 7,885
Change-737 (-9%)
Value$2.4M (-$372.6K)
Filed 2026-10-22
Citizens National Bank Trust Department
UNCHANGED
Shares7,134 from 7,134
Change0 (0%)
Value$2.4M (-$159.9K)
Filed 2026-11-04
Embree Financial Group
DECREASED
Shares7,106 from 7,137
Change-31 (0%)
Value$2.4M (-$170.2K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED
Shares7,082 from 6,983
Change+99 (+1%)
Value$2.4M (-$123.6K)
Filed 2026-10-27
Accurate Wealth Management, LLC
INCREASED
Shares7,071 from 5,644
Change+1,427 (+25%)
Value$2.4M (+$234.4K)
Filed 2026-10-20
CFS Investment Advisory Services, LLC
INCREASED
Shares7,058 from 6,951
Change+107 (+2%)
Value$2.3M (-$258.0K)
Filed 2026-10-19
Goelzer Investment Management, Inc.
DECREASED
Shares7,051 from 7,183
Change-132 (-2%)
Value$2.3M (-$204.8K)
Filed 2026-10-16
Rayburn West Financial Services LLC
DECREASED
Shares7,037 from 7,092
Change-55 (-1%)
Value$2.3M (-$177.2K)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares7,026 from 7,534
Change-508 (-7%)
Value$2.3M (-$337.3K)
Filed 2026-10-19
AGF Management LTD
DECREASED
Shares6,971 from 9,492
Change-2,521 (-27%)
Value$2.3M (-$1.0M)
Filed 2026-11-03
Grey Ledge Advisors, LLC
DECREASED
Shares6,966 from 6,969
Change-3 (0%)
Value$2.3M (-$157.4K)
Filed 2026-11-02
Crestwood Advisors Group, LLC
INCREASED
Shares6,953 from 6,689
Change+264 (+4%)
Value$2.3M (-$62.3K)
Filed 2026-10-27
Benedict Financial Advisors Inc
INCREASED
Shares6,932 from 6,882
Change+50 (+1%)
Value$2.3M (-$137.7K)
Filed 2026-10-07
Ascent Group, LLC
DECREASED
Shares6,922 from 7,724
Change-802 (-10%)
Value$2.3M (-$439.2K)
Filed 2026-10-30
Trust Co of Vermont
INCREASED
Shares6,901 from 6,848
Change+53 (+1%)
Value$2.3M (-$135.9K)
Filed 2026-10-21
JB Capital LLC
DECREASED
Shares6,842 from 6,952
Change-110 (-2%)
Value$2.3M (-$192.5K)
Filed 2026-10-19
Pathway Financial Advisers, LLC
INCREASED
Shares6,827 from 6,777
Change+50 (+1%)
Value$2.3M (-$135.1K)
Filed 2026-10-27
Autumn Glory Partners, LLC
INCREASED
Shares6,766 from 6,732
Change+34 (+1%)
Value$2.2M (-$139.6K)
Filed 2026-10-26
Kathmere Capital Management, LLC
DECREASED
Shares6,733 from 6,741
Change-8 (0%)
Value$2.2M (-$153.8K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
INCREASED
Shares6,703 from 1,976
Change+4,727 (+239%)
Value$2.2M (+$1.5M)
Filed 2026-10-15
Greenleaf Trust
DECREASED
Shares6,663 from 6,724
Change-61 (-1%)
Value$2.2M (-$170.9K)
Filed 2026-10-29
Sculati Wealth Management, LLC
INCREASED
Shares6,656 from 6,570
Change+86 (+1%)
Value$2.2M (-$188.8K)
Filed 2026-10-19
BCM Advisors, LLC
DECREASED
Shares6,631 from 6,648
Change-17 (0%)
Value$2.5M (-$100.5K)
Filed 2026-11-03
Dorato Capital Management
INCREASED
Shares6,625 from 6,335
Change+290 (+5%)
Value$2.2M (-$212.1K)
Filed 2026-10-08
HF Advisory Group, LLC
DECREASED
Shares6,574 from 6,753
Change-179 (-3%)
Value$2.2M (-$210.5K)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED
Shares6,567 from 6,046
Change+521 (+9%)
Value$2.2M (+$37.5K)
Filed 2026-10-30
Valeo Financial Advisors, LLC
INCREASED
Shares6,560 from 6,423
Change+137 (+2%)
Value$2.2M (-$98.2K)
Filed 2026-10-08
Retirement Guys Formula LLC
INCREASED
Shares6,557 from 6,172
Change+385 (+6%)
Value$2.2M (-$10.6K)
Filed 2026-10-26
Radnor Capital Management, LLC
UNCHANGED
Shares6,543 from 6,543
Change0 (0%)
Value$2.2M (-$146.6K)
Filed 2026-10-23
Courier Capital LLC
DECREASED
Shares6,529 from 6,591
Change-62 (-1%)
Value$2.2M (-$168.3K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
DECREASED
Shares6,412 from 6,585
Change-173 (-3%)
Value$2.1M (-$205.0K)
Filed 2026-10-21
Signaturefd, LLC
INCREASED
Shares6,401 from 6,363
Change+38 (+1%)
Value$2.1M (-$130.1K)
Filed 2026-10-23
Arrow Financial Corp
DECREASED
Shares6,274 from 6,360
Change-86 (-1%)
Value$2.1M (-$171.1K)
Filed 2026-10-26
Krilogy Financial LLC
INCREASED
Shares6,206 from 3,340
Change+2,866 (+86%)
Value$2.1M (+$898.7K)
Filed 2026-10-13
Woodstock Corp
DECREASED
Shares6,011 from 6,071
Change-60 (-1%)
Value$2.0M (-$156.0K)
Filed 2026-10-13
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares6,011 from 6,011
Change0 (0%)
Value$2.0M (-$134.7K)
Filed 2026-10-05
Aprio Wealth Management, LLC
INCREASED
Shares5,957 from 5,536
Change+421 (+8%)
Value$2.0M (+$15.8K)
Filed 2026-10-28
American State Bank (Iowa)
INCREASED
Shares5,915 from 5,659
Change+256 (+5%)
Value$2.0M (-$41.9K)
Filed 2026-11-03
Franklin Street Advisors Inc
UNCHANGED
Shares5,850 from 5,850
Change0 (0%)
Value$1.9M (-$131.1K)
Filed 2026-10-13
Norden Group LLC
DECREASED
Shares5,841 from 6,043
Change-202 (-3%)
Value$1.9M (-$203.1K)
Filed 2026-10-20
BKM Wealth Management, LLC
INCREASED
Shares5,803 from 5,295
Change+508 (+10%)
Value$1.9M (+$49.9K)
Filed 2026-10-22
Glass Wealth Management Co LLC
UNCHANGED
Shares5,782 from 5,782
Change0 (0%)
Value$1.9M (-$129.6K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares5,751 from 2,930
Change+2,821 (+96%)
Value$1.9M (+$870.6K)
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares5,742 from 5,692
Change+50 (+1%)
Value$1.9M (-$111.0K)
Filed 2026-10-29
Koshinski Asset Management, Inc.
DECREASED
Shares5,721 from 5,745
Change-24 (0%)
Value$1.9M (-$136.5K)
Filed 2026-10-29
Beese Fulmer Investment Management, Inc.
INCREASED
Shares5,712 from 5,697
Change+15 (+0%)
Value$1.9M (-$122.7K)
Filed 2026-10-23
Parallel Advisors, LLC
DECREASED
Shares5,695 from 5,702
Change-7 (0%)
Value$1.9M (-$130.4K)
Filed 2026-11-03
Werlinich Asset Management, LLC
UNCHANGED
Shares5,675 from 5,675
Change0 (0%)
Value$1.9M (-$127.2K)
Filed 2026-10-09
Spire Wealth Management
INCREASED
Shares5,569 from 1,915
Change+3,654 (+191%)
Value$1.8M (+$1.2M)
Filed 2026-10-30
Garner Asset Management Corp
DECREASED
Shares5,472 from 5,486
Change-14 (0%)
Value$2.0M (+$10.4K)
Filed 2026-10-30
Confluence Wealth Services, Inc.
DECREASED
Shares5,450 from 6,819
Change-1,369 (-20%)
Value$1.8M (-$607.1K)
Filed 2026-11-05
Matrix Trust Co
UNCHANGED
Shares5,436 from 5,436
Change0 (0%)
Value$1.8M (+$1.8M)
Filed 2026-10-07
Quadrant Capital Group LLC
DECREASED
Shares5,394 from 5,547
Change-153 (-3%)
Value$1.8M (-$171.9K)
Filed 2026-10-20
Unique Wealth Strategies, LLC
UNCHANGED
Shares5,348 from 5,348
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-13
Sierra Summit Advisors LLC
INCREASED
Shares5,324 from 5,197
Change+127 (+2%)
Value$1.8M (-$74.3K)
Filed 2026-10-28
Aljian Capital Management, LLC
DECREASED
Shares5,317 from 6,674
Change-1,357 (-20%)
Value$1.8M (-$600.1K)
Filed 2026-10-28
Ellis Investment Partners, LLC
INCREASED
Shares5,301 from 5,295
Change+6 (+0%)
Value$1.8M (-$116.9K)
Filed 2026-10-21
Inlet Private Wealth, LLC
UNCHANGED
Shares5,293 from 5,293
Change0 (0%)
Value$1.8M (-$118.6K)
Filed 2026-10-21
Parcion Private Wealth LLC
INCREASED
Shares5,213 from 3,771
Change+1,442 (+38%)
Value$1.7M (+$394.0K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
INCREASED
Shares5,181 from 4,707
Change+474 (+10%)
Value$1.7M (+$51.9K)
Filed 2026-10-22
Portside Wealth Group, LLC
DECREASED
Shares5,152 from 5,360
Change-208 (-4%)
Value$1.7M (-$189.0K)
Filed 2026-10-20
Smithbridge Asset Management Inc
UNCHANGED
Shares5,131 from 5,131
Change0 (0%)
Value$1.7M (-$115.0K)
Filed 2026-10-19
Argus Investors' Counsel, Inc.
UNCHANGED
Shares5,106 from 5,106
Change0 (0%)
Value$1.7M (-$114.4K)
Filed 2026-10-09
Virtue Asset Management LLC
INCREASED
Shares5,073 from 4,875
Change+198 (+4%)
Value$1.7M (-$43.6K)
Filed 2026-10-21
Essex Bank
DECREASED
Shares5,062 from 5,088
Change-26 (-1%)
Value$1.7M (-$122.6K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares5,036 from 8,894
Change-3,858 (-43%)
Value$1.7M (-$1.5M)
Filed 2026-10-21
Outfitters Financial LLC
UNCHANGED
Shares5,024 from 5,024
Change0 (0%)
Value$1.7M (-$112.6K)
Filed 2026-10-23
Cohen Klingenstein LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.7M (-$112.1K)
Filed 2026-10-15
Aaron Wealth Advisors LLC
INCREASED
Shares4,956 from 4,938
Change+18 (+0%)
Value$1.6M (-$104.7K)
Filed 2026-10-13
Ticino Wealth
INCREASED
Shares4,939 from 3,958
Change+981 (+25%)
Value$1.6M (+$236.8K)
Filed 2026-10-13
Shelton Wealth Management, LLC
DECREASED
Shares4,926 from 5,039
Change-113 (-2%)
Value$1.6M (-$150.4K)
Filed 2026-10-16
Premier Path Wealth Partners, LLC
INCREASED
Shares4,889 from 4,667
Change+222 (+5%)
Value$1.6M (-$30.9K)
Filed 2026-10-16
Uncommon Cents Investing Inc
INCREASED
Shares4,871 from 4,806
Change+65 (+1%)
Value$1.6M (-$86.1K)
Filed 2026-10-20
First Citizens Bank & Trust Co
INCREASED
Shares4,843 from 1,486
Change+3,357 (+226%)
Value$1.6M (+$1.1M)
Filed 2026-10-14
Formidable Asset Management, LLC
DECREASED
Shares4,802 from 5,832
Change-1,030 (-18%)
Value$1.7M (-$300.7K)
Filed 2026-11-03
BG Investment Services, LLC
NEW
Shares4,798
Change+4,798
Value$1.6M
Filed 2026-10-23
Aspiriant, LLC
INCREASED
Shares4,776 from 4,696
Change+80 (+2%)
Value$1.6M (-$78.7K)
Filed 2026-10-16
Old National Bancorp
INCREASED
Shares4,774 from 4,738
Change+36 (+1%)
Value$1.6M (-$94.2K)
Filed 2026-10-20
Fishman JAY A LTD
UNCHANGED
Shares4,749 from 4,749
Change0 (0%)
Value$1.6M (-$106.4K)
Filed 2026-10-26
Peoples Bank
DECREASED
Shares4,717 from 4,735
Change-18 (0%)
Value$1.6M (-$112.1K)
Filed 2026-10-09
BigSur Wealth Management LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$1.6M (-$105.3K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED
Shares4,685 from 4,150
Change+535 (+13%)
Value$1.6M (+$84.6K)
Filed 2026-11-05
Caldwell Trust Co
INCREASED
Shares4,669 from 4,499
Change+170 (+4%)
Value$1.5M (-$44.4K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares4,645 from 4,645
Change0 (0%)
Value$1.5M (-$108.0K)
Filed 2026-11-04
Paragon Private Wealth Management, LLC
DECREASED
Shares4,627 from 4,862
Change-235 (-5%)
Value$1.5M (-$186.7K)
Filed 2026-10-20
Center for Wealth Management Advisory
INCREASED
Shares4,624 from 4,412
Change+212 (+5%)
Value$1.5M (-$28.6K)
Filed 2026-10-23
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares4,615 from 4,629
Change-14 (0%)
Value$1.5M (-$108.4K)
Filed 2026-10-07
VestGen Advisors, LLC
INCREASED
Shares4,614 from 3,469
Change+1,145 (+33%)
Value$1.5M (+$302.3K)
Filed 2026-10-27
Coastline Trust Co
UNCHANGED
Shares4,614 from 4,614
Change0 (0%)
Value$1.5M (-$103.4K)
Filed 2026-10-01
Imc-Chicago, LLC
NEW
Shares4,597
Change+4,597
Value$1.5M
Filed 2026-11-05
Lebenthal Global Advisors, LLC
INCREASED
Shares4,568 from 4,302
Change+266 (+6%)
Value$1.5M (-$7.9K)
Filed 2026-10-28
SevenBridge Financial Group, LLC
DECREASED
Shares4,562 from 4,733
Change-171 (-4%)
Value$1.6M (-$284.5K)
Filed 2026-10-26
Tlwm
DECREASED
Shares4,520 from 4,544
Change-24 (-1%)
Value$1.5M (-$109.8K)
Filed 2026-10-09
Tema Etfs LLC
INCREASED
Shares4,511 from 4,381
Change+130 (+3%)
Value$1.5M (-$55.0K)
Filed 2026-10-16
Asset Dedication, LLC
INCREASED
Shares4,480 from 4,477
Change+3 (+0%)
Value$1.5M (-$99.3K)
Filed 2026-11-03
Bigelow Investment Advisors, LLC
UNCHANGED
Shares4,475 from 4,475
Change0 (0%)
Value$1.5M (-$100.3K)
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares4,470 from 4,106
Change+364 (+9%)
Value$1.5M (+$28.7K)
Filed 2026-10-13
Forza Wealth Management, LLC
INCREASED
Shares4,465 from 4,061
Change+404 (+10%)
Value$1.5M (+$43.1K)
Filed 2026-10-20
Pittenger & Anderson Inc
INCREASED
Shares4,432 from 4,148
Change+284 (+7%)
Value$1.5M (+$1.3K)
Filed 2026-11-02
Pines Wealth Management, LLC
DECREASED
Shares4,429 from 4,454
Change-25 (-1%)
Value$1.5M (-$107.9K)
Filed 2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares4,421 from 4,421
Change0 (0%)
Value$1.5M (-$99.1K)
Filed 2026-10-23
CWA Asset Management Group, LLC
DECREASED
Shares4,301 from 4,412
Change-111 (-3%)
Value$1.4M (-$135.7K)
Filed 2026-10-19
First American Bank
UNCHANGED
Shares4,298 from 4,298
Change0 (0%)
Value$1.4M (-$96.3K)
Filed 2026-10-27
TD Private Client Wealth LLC
DECREASED
Shares4,263 from 4,590
Change-327 (-7%)
Value$1.4M (-$211.4K)
Filed 2026-10-28
Csenge Advisory Group
INCREASED
Shares4,237 from 1,199
Change+3,038 (+253%)
Value$1.4M (+$981.4K)
Filed 2026-11-04
Guyasuta Investment Advisors Inc
UNCHANGED
Shares4,183 from 4,183
Change0 (0%)
Value$1.4M (-$93.7K)
Filed 2026-10-15
Ferguson Wellman Capital Management, Inc
DECREASED
Shares4,161 from 4,409
Change-248 (-6%)
Value$1.4M (-$181.1K)
Filed 2026-10-05
Bangor Savings Bank
DECREASED
Shares4,157 from 4,462
Change-305 (-7%)
Value$1.4M (-$201.2K)
Filed 2026-10-06
Norway Savings Bank
INCREASED
Shares4,141 from 4,106
Change+35 (+1%)
Value$1.4M (-$80.4K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares4,130 from 3,435
Change+695 (+20%)
Value$1.4M (+$153.9K)
Filed 2026-11-04
Welch & Forbes LLC
UNCHANGED
Shares4,121 from 4,121
Change0 (0%)
Value$1.4M (-$92.4K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares4,097 from 3,794
Change+303 (+8%)
Value$1.4M (+$15.5K)
Filed 2026-10-20
LVZ, Inc.
INCREASED
Shares4,036 from 3,779
Change+257 (+7%)
Value$1.3M (+$288)
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares3,967 from 17,930
Change-13,963 (-78%)
Value$1.3M (-$5.0M)
Filed 2026-10-23
Columbia Asset Management
INCREASED
Shares3,961 from 3,893
Change+68 (+2%)
Value$1.3M (-$64.7K)
Filed 2026-10-19
Great Lakes Retirement, Inc.
INCREASED
Shares3,945 from 3,880
Change+65 (+2%)
Value$1.3M (-$65.4K)
Filed 2026-10-26
Applied Capital LLC
UNCHANGED
Shares3,944 from 3,944
Change0 (0%)
Value$1.3M (-$88.4K)
Filed 2026-10-07
Illinois Municipal Retirement Fund
DECREASED
Shares3,913 from 5,415
Change-1,502 (-28%)
Value$1.3M (-$619.8K)
Filed 2026-11-05
Inscription Capital, LLC
DECREASED
Shares3,896 from 4,156
Change-260 (-6%)
Value$1.3M (-$179.3K)
Filed 2026-11-02
Convergence Investment Partners, LLC
INCREASED
Shares3,869 from 3,584
Change+285 (+8%)
Value$1.3M (+$14.0K)
Filed 2026-10-28
Leonteq Securities AG
DECREASED
Shares3,813 from 4,273
Change-460 (-11%)
Value$1.3M (-$248.4K)
Filed 2026-10-29
Dudley Capital Management, LLC
UNCHANGED
Shares3,789 from 3,789
Change0 (0%)
Value$1.3M (-$84.9K)
Filed 2026-10-23
AMG National Trust Bank
INCREASED
Shares3,788 from 3,751
Change+37 (+1%)
Value$1.3M (-$71.8K)
Filed 2026-11-05
Northern Financial Advisors Inc
INCREASED
Shares3,770 from 3,743
Change+27 (+1%)
Value$1.3M (-$74.9K)
Filed 2026-10-29
Quadcap Wealth Management, LLC
DECREASED
Shares3,703 from 3,924
Change-221 (-6%)
Value$1.2M (-$161.4K)
Filed 2026-11-02
Parkside Financial Bank & Trust
DECREASED
Shares3,698 from 3,778
Change-80 (-2%)
Value$1.2M (-$111.2K)
Filed 2026-10-27
Beaumont Asset Management, L.L.C.
INCREASED
Shares3,696 from 3,685
Change+11 (+0%)
Value$1.2M (-$78.9K)
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares3,683 from 3,489
Change+194 (+6%)
Value$1.2M (-$13.8K)
Filed 2026-11-03
Guidance Capital, Inc
INCREASED
Shares3,664 from 3,661
Change+3 (+0%)
Value$1.4M (+$18.3K)
Filed 2026-11-03
Revisor Wealth Management LLC
DECREASED
Shares3,663 from 3,964
Change-301 (-8%)
Value$1.3M (-$148.6K)
Filed 2026-10-20
Financial Planning Hawaii, Inc.
DECREASED
Shares3,654 from 3,737
Change-83 (-2%)
Value$1.2M (-$111.3K)
Filed 2026-10-13
Salem Investment Counselors Inc
DECREASED
Shares3,651 from 3,661
Change-10 (0%)
Value$1.2M (-$85.4K)
Filed 2026-10-13
Wedmont Private Capital
INCREASED
Shares3,644 from 3,508
Change+136 (+4%)
Value$1.2M (-$113.5K)
Filed 2026-10-09
Cornerstone National Bank & Trust Co
DECREASED
Shares3,628 from 3,732
Change-104 (-3%)
Value$1.2M (-$147.1K)
Filed 2026-10-20
LifePlan Financial, LLC
DECREASED
Shares3,618 from 3,674
Change-56 (-2%)
Value$1.2M (-$107.9K)
Filed 2026-10-13
Old North State Wealth Management, LLC
INCREASED
Shares3,589 from 3,432
Change+157 (+5%)
Value$1.2M (-$26.9K)
Filed 2026-10-22
International Assets Investment Management, LLC
INCREASED
Shares3,570 from 3,517
Change+53 (+2%)
Value$1.2M (-$88.6K)
Filed 2026-11-02
Fulton Bank, N.A.
DECREASED
Shares3,558 from 3,612
Change-54 (-1%)
Value$1.2M (-$98.9K)
Filed 2026-10-14
Whitener Capital Management, Inc.
DECREASED
Shares3,549 from 3,748
Change-199 (-5%)
Value$1.2M (-$150.0K)
Filed 2026-10-15
Mattern Wealth Management LLC
INCREASED
Shares3,547 from 2,747
Change+800 (+29%)
Value$1.2M (+$203.9K)
Filed 2026-11-04
St. Johns Investment Management Company, LLC
DECREASED
Shares3,541 from 3,679
Change-138 (-4%)
Value$1.2M (-$128.2K)
Filed 2026-10-30
Garrett Wealth Advisory Group, LLC
DECREASED
Shares3,517 from 3,545
Change-28 (-1%)
Value$1.2M (-$88.8K)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares3,510 from 3,431
Change+79 (+2%)
Value$1.2M (-$40.6K)
Filed 2026-10-15
Meridian Wealth Management, LLC
DECREASED
Shares3,505 from 3,590
Change-85 (-2%)
Value$1.2M (-$108.7K)
Filed 2026-11-05
Davis Capital Management
DECREASED
Shares3,501 from 3,606
Change-105 (-3%)
Value$1.2M (-$115.7K)
Filed 2026-10-08
Sawgrass Asset Management LLC
DECREASED
Shares3,499 from 3,793
Change-294 (-8%)
Value$1.2M (-$182.6K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares3,495 from 2,486
Change+1,009 (+41%)
Value$1.2M (+$294.7K)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares3,486 from 3,015
Change+471 (+16%)
Value$1.2M (+$88.7K)
Filed 2026-10-28
Certuity, LLC
INCREASED
Shares3,478 from 3,081
Change+397 (+13%)
Value$1.2M (+$62.9K)
Filed 2026-11-02
PFW Advisors LLC
DECREASED
Shares3,470 from 3,485
Change-15 (0%)
Value$1.2M (-$83.1K)
Filed 2026-10-07
Nicholas Wealth, Llc.
INCREASED
Shares3,466 from 3,338
Change+128 (+4%)
Value$1.1M (-$32.4K)
Filed 2026-10-26
NTV Asset Management LLC
NEW
Shares3,465
Change+3,465
Value$1.1M
Filed 2026-10-23
Indiana Trust & Investment Management Co
DECREASED
Shares3,416 from 3,431
Change-15 (0%)
Value$1.1M (-$81.9K)
Filed 2026-10-22
Sanders Morris Harris LLC
NEW
Shares3,400
Change+3,400
Value$1.1M
Filed 2026-10-14
Midwest Trust Co
INCREASED
Shares3,399 from 2,914
Change+485 (+17%)
Value$1.1M (+$95.6K)
Filed 2026-10-22
Orca Wealth Management, LLC
DECREASED
Shares3,387 from 3,405
Change-18 (-1%)
Value$1.1M (-$82.3K)
Filed 2026-10-14
RMR Capital Management, LLC
UNCHANGED
Shares3,357 from 3,357
Change0 (0%)
Value$1.1M (-$75.2K)
Filed 2026-10-23
Nilsine Partners, LLC
INCREASED
Shares3,334 from 3,330
Change+4 (+0%)
Value$1.1M (-$73.3K)
Filed 2026-11-02
MCF Advisors LLC
INCREASED
Shares3,333 from 3,265
Change+68 (+2%)
Value$1.1M (-$50.7K)
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares3,315 from 3,316
Change-1 (0%)
Value$1.1M (-$74.3K)
Filed 2026-10-13
Beacon Bank & Trust
DECREASED
Shares3,304 from 3,311
Change-7 (0%)
Value$1.1M (-$76.5K)
Filed 2026-10-27
Global Financial Private Client, LLC
INCREASED
Shares3,293 from 3,101
Change+192 (+6%)
Value$1.1M (-$5.8K)
Filed 2026-10-15
Triangle Securities Wealth Management
DECREASED
Shares3,287 from 3,347
Change-60 (-2%)
Value$1.1M (-$94.9K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares3,275 from 63
Change+3,212 (+5098%)
Value$1.1M (+$1.1M)
Filed 2026-10-30
Mengis Capital Management, Inc.
UNCHANGED
Shares3,273 from 3,273
Change0 (0%)
Value$1.1M (-$73.3K)
Filed 2026-10-13
BOS Asset Management, LLC
INCREASED
Shares3,264 from 3,263
Change+1 (+0%)
Value$1.1M (-$73.1K)
Filed 2026-10-09
180 Wealth Advisors, LLC
INCREASED
Shares3,252 from 3,218
Change+34 (+1%)
Value$1.1M (-$60.8K)
Filed 2026-11-03
Ifrah Financial Services, Inc.
DECREASED
Shares3,236 from 3,287
Change-51 (-2%)
Value$1.1M (-$90.7K)
Filed 2026-10-13
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares3,220 from 3,220
Change0 (0%)
Value$1.1M (-$72.0K)
Filed 2026-10-15
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares3,211 from 3,062
Change+149 (+5%)
Value$1.1M (-$19.2K)
Filed 2026-10-09
Larson Financial Group LLC
INCREASED
Shares3,203 from 2,424
Change+779 (+32%)
Value$1.1M (+$204.2K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares3,162 from 2,895
Change+267 (+9%)
Value$1.0M (+$23.7K)
Filed 2026-10-13
Curated Wealth Partners LLC
NEW
Shares3,159
Change+3,159
Value$1.0M
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
INCREASED
Shares3,143 from 1
Change+3,142 (+314200%)
Value$1.0M (+$1.0M)
Filed 2026-10-29
Meriwether Wealth & Planning, LLC
DECREASED
Shares3,138 from 3,443
Change-305 (-9%)
Value$1.0M (-$178.4K)
Filed 2026-10-13
Arvest Investments, Inc.
UNCHANGED
Shares3,135 from 3,135
Change0 (0%)
Value$1.0M (-$70.3K)
Filed 2026-10-21
Alpha Omega Wealth Management LLC
INCREASED
Shares3,130 from 3,102
Change+28 (+1%)
Value$1.0M (-$60.2K)
Filed 2026-10-23
Riverbend Wealth Management, LLC
INCREASED
Shares3,095 from 2,926
Change+169 (+6%)
Value$1.0M (-$9.4K)
Filed 2026-10-15
Arbor Wealth Advisors LLC
UNCHANGED
Shares3,095 from 3,095
Change0 (0%)
Value$1.0M (-$69.4K)
Filed 2026-10-09
Peddock Capital Advisors, LLC
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$1.0M (-$69.2K)
Filed 2026-10-16
Gryphon Financial Partners LLC
INCREASED
Shares3,083 from 3,055
Change+28 (+1%)
Value$1.0M (-$59.1K)
Filed 2026-11-04
MBL Wealth, LLC
INCREASED
Shares3,051 from 1,617
Change+1,434 (+89%)
Value$1.0M (+$439.6K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares3,047 from 3,492
Change-445 (-13%)
Value$1.0M (-$226.2K)
Filed 2026-10-23
Kentucky Trust Co
INCREASED
Shares3,047 from 2,974
Change+73 (+2%)
Value$1.0M (-$42.4K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
DECREASED
Shares3,015 from 5,084
Change-2,069 (-41%)
Value$1.0M (-$800.6K)
Filed 2026-10-21
Chemung Canal Trust Co
DECREASED
Shares3,014 from 3,038
Change-24 (-1%)
Value$1.0M (-$76.0K)
Filed 2026-11-04
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$995.5K (-$67.2K)
Filed 2026-11-02
Sippican Capital Advisors
UNCHANGED
Shares2,967 from 2,967
Change0 (0%)
Value$984.5K (-$66.5K)
Filed 2026-10-23
Indivisible Partners
INCREASED
Shares2,960 from 2,675
Change+285 (+11%)
Value$982.1K (+$34.4K)
Filed 2026-10-26
Kassira Wealth Management LLC
UNCHANGED
Shares2,948 from 2,948
Change0 (0%)
Value$978.2K (-$66.1K)
Filed 2026-10-28
Versant Capital Management, Inc
INCREASED
Shares2,928 from 2,897
Change+31 (+1%)
Value$971.6K (-$54.6K)
Filed 2026-10-02
Brown, Lisle Ings, Inc.
INCREASED
Shares2,910 from 2,872
Change+38 (+1%)
Value$965.7K (-$51.8K)
Filed 2026-10-16
Mendel Money Management
DECREASED
Shares2,901 from 3,006
Change-105 (-3%)
Value$962.6K (-$102.2K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares2,838 from 2,727
Change+111 (+4%)
Value$941.9K (-$24.1K)
Filed 2026-10-30
Persium Advisors, LLC
INCREASED
Shares2,813 from 2,646
Change+167 (+6%)
Value$933.4K (-$3.9K)
Filed 2026-10-07
J.Safra Asset Management Corp
INCREASED
Shares2,795 from 2,753
Change+42 (+2%)
Value$927.3K (-$47.9K)
Filed 2026-11-03
Equity Investment Corp
DECREASED
Shares2,786 from 2,930
Change-144 (-5%)
Value$924.5K (-$113.6K)
Filed 2026-11-04
Acropolis Investment Management, LLC
DECREASED
Shares2,783 from 2,926
Change-143 (-5%)
Value$923.5K (-$113.0K)
Filed 2026-10-08
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares2,783 from 2,772
Change+11 (+0%)
Value$923.5K (-$58.5K)
Filed 2026-10-29
Compton Wealth Advisory Group, LLC
NEW
Shares2,775
Change+2,775
Value$923.3K
Filed 2026-10-13
Jmac Enterprises LLC
UNCHANGED
Shares2,737 from 2,737
Change0 (0%)
Value$908.2K (-$61.3K)
Filed 2026-10-30
North Star Investment Management Corp.
INCREASED
Shares2,729 from 2,650
Change+79 (+3%)
Value$905.5K (-$33.2K)
Filed 2026-10-27
Diversified Management Inc
NEW
Shares2,665
Change+2,665
Value$884.3K
Filed 2026-10-08
Tower Trust & Investment Co
INCREASED
Shares2,648 from 2,526
Change+122 (+5%)
Value$878.6K (-$16.1K)
Filed 2026-10-28
Bullock Wealth Management Group
INCREASED
Shares2,643 from 2,582
Change+61 (+2%)
Value$879.5K (-$57.3K)
Filed 2026-10-09
Hickory Point Bank & Trust
DECREASED
Shares2,641 from 2,675
Change-34 (-1%)
Value$876.4K (-$71.2K)
Filed 2026-10-01
Balboa Wealth Partners
DECREASED
Shares2,632 from 2,694
Change-62 (-2%)
Value$873.5K (-$80.8K)
Filed 2026-10-20
Mezzasalma Advisors, LLC
DECREASED
Shares2,628 from 2,694
Change-66 (-2%)
Value$872.0K (-$82.3K)
Filed 2026-10-14
Westhampton Capital, LLC
DECREASED
Shares2,620 from 2,665
Change-45 (-2%)
Value$869.4K (-$74.7K)
Filed 2026-10-30
Perpetual Ltd
DECREASED
Shares2,616 from 2,757
Change-141 (-5%)
Value$868.1K (-$108.6K)
Filed 2026-10-13
Texas Bank & Trust Co
DECREASED
Shares2,603 from 2,605
Change-2 (0%)
Value$863.8K (-$59.0K)
Filed 2026-11-04
Allen Capital Group, LLC
INCREASED
Shares2,581 from 2,320
Change+261 (+11%)
Value$856.5K (+$34.6K)
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares2,574 from 2,455
Change+119 (+5%)
Value$854.2K (-$15.4K)
Filed 2026-10-15
Greg Jennings, LLC
NEW
Shares2,570
Change+2,570
Value$852.8K
Filed 2026-10-19
Purus Wealth Management, LLC
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$852.9K (-$57.3K)
Filed 2026-10-15
Congress Asset Management Co
DECREASED
Shares2,564 from 2,676
Change-112 (-4%)
Value$850.7K (-$97.4K)
Filed 2026-10-06
Cullinan Associates Inc
UNCHANGED
Shares2,548 from 2,548
Change0 (0%)
Value$845.5K (-$57.1K)
Filed 2026-11-03
Ascentis Independent Advisors
INCREASED
Shares2,534 from 28
Change+2,506 (+8950%)
Value$841.2K (+$831.3K)
Filed 2026-11-03
Veracity Capital LLC
DECREASED
Shares2,526 from 2,554
Change-28 (-1%)
Value$838.2K (-$66.6K)
Filed 2026-10-08
United Asset Strategies, Inc.
DECREASED
Shares2,522 from 2,588
Change-66 (-3%)
Value$836.9K (-$79.9K)
Filed 2026-10-28
Eagle Rock Investment Company, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$829.6K (-$56.0K)
Filed 2026-10-21
Third View Private Wealth, LLC
DECREASED
Shares2,477 from 2,558
Change-81 (-3%)
Value$821.8K (-$84.2K)
Filed 2026-10-30
Signal Advisors Wealth, LLC
DECREASED
Shares2,450 from 2,511
Change-61 (-2%)
Value$813.0K (-$76.4K)
Filed 2026-10-13
Eastern Bank
INCREASED
Shares2,447 from 279
Change+2,168 (+777%)
Value$812.0K (+$713.2K)
Filed 2026-10-05
Regent Peak Wealth Advisors LLC
INCREASED
Shares2,445 from 2,404
Change+41 (+2%)
Value$811.3K (-$40.3K)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares2,414 from 2,205
Change+209 (+9%)
Value$801.2K (+$20.1K)
Filed 2026-10-20
Cidel Asset Management Inc
UNCHANGED
Shares2,411 from 2,411
Change0 (0%)
Value$800.0K (-$54.0K)
Filed 2026-10-29
Farmers & Merchants Investments Inc
DECREASED
Shares2,402 from 2,735
Change-333 (-12%)
Value$797.1K (-$171.8K)
Filed 2026-10-22
Legal Advantage Investments, Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$796.4K (-$53.8K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
INCREASED
Shares2,387 from 2,338
Change+49 (+2%)
Value$792.1K (-$36.1K)
Filed 2026-10-21
Moneco Advisors, LLC
DECREASED
Shares2,382 from 2,400
Change-18 (-1%)
Value$790.3K (-$59.8K)
Filed 2026-11-05
Clark Wealth Partners
DECREASED
Shares2,376 from 2,431
Change-55 (-2%)
Value$788.4K (-$72.9K)
Filed 2026-10-19
Chilton Capital Management LLC
DECREASED
Shares2,375 from 2,423
Change-48 (-2%)
Value$788.1K (-$70.2K)
Filed 2026-10-28
Cigna Investments Inc
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$787.0K (-$53.0K)
Filed 2026-10-19
Southern Michigan Bank & Trust
DECREASED
Shares2,355 from 2,386
Change-31 (-1%)
Value$781.5K (-$63.8K)
Filed 2026-10-19
MBA Advisors LLC
DECREASED
Shares2,354 from 2,446
Change-92 (-4%)
Value$781.1K (-$85.3K)
Filed 2026-10-29
B.A. Schrock Wealth Management, Inc.
NEW
Shares2,341
Change+2,341
Value$779.0K
Filed 2026-10-15
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares2,333 from 2,473
Change-140 (-6%)
Value$774.2K (-$101.9K)
Filed 2026-10-13
Richwood Investment Advisors, LLC
DECREASED
Shares2,327 from 2,652
Change-325 (-12%)
Value$772.2K (-$167.3K)
Filed 2026-10-30
Welch Group, LLC
INCREASED
Shares2,325 from 2,295
Change+30 (+1%)
Value$771.5K (-$41.5K)
Filed 2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares2,314 from 2,284
Change+30 (+1%)
Value$767.9K (-$41.2K)
Filed 2026-10-23
Leisure Capital Management
UNCHANGED
Shares2,313 from 2,313
Change0 (0%)
Value$767.5K (-$51.8K)
Filed 2026-11-03
Woodward Diversified Capital, LLC
DECREASED
Shares2,290 from 2,339
Change-49 (-2%)
Value$760.0K (-$68.7K)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares2,285 from 2,221
Change+64 (+3%)
Value$758.4K (-$28.7K)
Filed 2026-10-07
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$745.0K (-$50.3K)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares2,239 from 2,738
Change-499 (-18%)
Value$743.0K (-$226.9K)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,230 from 2,254
Change-24 (-1%)
Value$740.0K (-$58.5K)
Filed 2026-11-05
Pflug Koory, LLC
INCREASED
Shares2,230 from 2,229
Change+1 (+0%)
Value$740.0K (-$49.6K)
Filed 2026-10-26
Nordwand Advisors, LLC
INCREASED
Shares2,218 from 2,214
Change+4 (+0%)
Value$736.0K (-$48.3K)
Filed 2026-11-05
Profund Advisors LLC
DECREASED
Shares2,213 from 2,545
Change-332 (-13%)
Value$734.3K (-$167.2K)
Filed 2026-10-29
Frank, Rimerman Advisors LLC
DECREASED
Shares2,209 from 2,223
Change-14 (-1%)
Value$733.0K (-$54.5K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
DECREASED
Shares2,208 from 2,553
Change-345 (-14%)
Value$732.6K (-$171.7K)
Filed 2026-10-23
Fortem Financial Group, LLC
DECREASED
Shares2,189 from 2,191
Change-2 (0%)
Value$726.4K (-$49.8K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$723.4K (-$48.9K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares2,179 from 1,881
Change+298 (+16%)
Value$723.0K (+$56.6K)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares2,177 from 2,039
Change+138 (+7%)
Value$727.2K (+$4.4K)
Filed 2026-10-14
M Holdings Securities, Inc.
NEW
Shares2,173
Change+2,173
Value$768
Filed 2026-11-03
Legacy Wealth Asset Management, LLC
DECREASED
Shares2,165 from 2,170
Change-5 (0%)
Value$718.4K (-$50.3K)
Filed 2026-10-09
6th Street Advisors, LLC
UNCHANGED
Shares2,161 from 2,161
Change0 (0%)
Value$717.1K (-$48.4K)
Filed 2026-10-14
Prudent Man Advisors, LLC
DECREASED
Shares2,149 from 2,229
Change-80 (-4%)
Value$713.1K (-$76.5K)
Filed 2026-11-03
Integrity Alliance, Llc.
DECREASED
Shares2,147 from 2,231
Change-84 (-4%)
Value$712.7K (-$77.8K)
Filed 2026-10-29
Cookson Peirce & Co Inc
INCREASED
Shares2,139 from 1,759
Change+380 (+22%)
Value$709.8K (+$86.7K)
Filed 2026-10-30
TBH Global Asset Management, LLC
DECREASED
Shares2,135 from 2,235
Change-100 (-4%)
Value$708.6K (-$83.3K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares2,132 from 2,247
Change-115 (-5%)
Value$707.5K (-$88.5K)
Filed 2026-11-02
CWC Advisors, Llc.
DECREASED
Shares2,131 from 2,149
Change-18 (-1%)
Value$707.1K (-$54.1K)
Filed 2026-10-15
Burns J W & Co Inc
INCREASED
Shares2,122 from 1,448
Change+674 (+47%)
Value$704.0K (+$191.2K)
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
DECREASED
Shares2,122 from 2,237
Change-115 (-5%)
Value$704.0K (-$88.4K)
Filed 2026-10-23
Creative Capital Management Investments LLC
INCREASED
Shares2,122 from 2,097
Change+25 (+1%)
Value$704.1K (-$38.7K)
Filed 2026-10-28
RFG Advisory, LLC
DECREASED
Shares2,114 from 2,253
Change-139 (-6%)
Value$701.4K (-$96.7K)
Filed 2026-11-03
Investment Partners, Ltd.
INCREASED
Shares2,105 from 1,842
Change+263 (+14%)
Value$698.7K (+$46.2K)
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares2,092 from 1,691
Change+401 (+24%)
Value$694.3K (+$95.3K)
Filed 2026-11-04
Argyle Capital Partners, LLC
INCREASED
Shares2,048 from 2,017
Change+31 (+2%)
Value$679.6K (-$34.8K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares2,047 from 1,715
Change+332 (+19%)
Value$679.2K (+$71.7K)
Filed 2026-11-03
Mraz, Amerine & Associates, Inc.
INCREASED
Shares2,045 from 2,029
Change+16 (+1%)
Value$678.6K (-$40.2K)
Filed 2026-10-30
SS&H Financial Advisors, Inc.
UNCHANGED
Shares2,045 from 2,045
Change0 (0%)
Value$679.0K (-$45.0K)
Filed 2026-10-28
Salvus Wealth Management, LLC
INCREASED
Shares2,044 from 1,763
Change+281 (+16%)
Value$678.3K (+$53.7K)
Filed 2026-10-13
Breakwater Capital Group
DECREASED
Shares2,039 from 6,780
Change-4,741 (-70%)
Value$676.6K (-$1.7M)
Filed 2026-10-09
AGH Wealth Advisors, LLC
DECREASED
Shares2,031 from 2,033
Change-2 (0%)
Value$674.0K (-$46.2K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
INCREASED
Shares2,028 from 1,937
Change+91 (+5%)
Value$672.8K (-$13.4K)
Filed 2026-10-29
Sentry LLC
DECREASED
Shares2,027 from 2,174
Change-147 (-7%)
Value$672.6K (-$97.5K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,021 from 2,057
Change-36 (-2%)
Value$670.6K (-$58.0K)
Filed 2026-10-27
S.A. Mason LLC
UNCHANGED
Shares2,015 from 2,015
Change0 (0%)
Value$668.6K (-$45.2K)
Filed 2026-10-13
Willner & Heller, LLC
DECREASED
Shares2,011 from 2,050
Change-39 (-2%)
Value$667.4K (-$58.8K)
Filed 2026-10-28
Turning Point Benefit Group, Inc.
DECREASED
Shares2,011 from 2,041
Change-30 (-1%)
Value$669.1K (-$55.0K)
Filed 2026-10-28
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares2,009 from 2,009
Change0 (0%)
Value$666.6K (-$45.0K)
Filed 2026-11-02
Calamos Wealth Management LLC
INCREASED
Shares1,996 from 1,487
Change+509 (+34%)
Value$662.3K (+$135.6K)
Filed 2026-11-02
Patten & Patten Inc
INCREASED
Shares1,987 from 1,986
Change+1 (+0%)
Value$659.5K (-$44.1K)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
INCREASED
Shares1,986 from 1,551
Change+435 (+28%)
Value$659.0K (+$109.6K)
Filed 2026-11-05
Arista Wealth Management, LLC
INCREASED
Shares1,983 from 1,968
Change+15 (+1%)
Value$658.0K (-$39.1K)
Filed 2026-10-29
Applied Finance Capital Management, LLC
DECREASED
Shares1,977 from 1,997
Change-20 (-1%)
Value$656.0K (-$51.4K)
Filed 2026-11-03
West Paces Advisors Inc.
INCREASED
Shares1,975 from 1,854
Change+121 (+7%)
Value$655.4K (-$1.4K)
Filed 2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED
Shares1,966 from 2,000
Change-34 (-2%)
Value$652.4K (-$56.1K)
Filed 2026-10-13
Legacy Private Trust Co.
UNCHANGED
Shares1,965 from 1,965
Change0 (0%)
Value$652.0K (-$44.0K)
Filed 2026-10-06
Signet Investment Advisory Group, Inc.
DECREASED
Shares1,939 from 2,001
Change-62 (-3%)
Value$643.4K (-$65.4K)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares1,933 from 1,867
Change+66 (+4%)
Value$641.4K (-$19.9K)
Filed 2026-10-22
Cornerstone Wealth Group, LLC
INCREASED
Shares1,929 from 1,612
Change+317 (+20%)
Value$639.9K (+$69.0K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
INCREASED
Shares1,919 from 1,855
Change+64 (+3%)
Value$636.6K (-$20.3K)
Filed 2026-10-13
Carret Asset Management, LLC
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$632.1K (-$42.7K)
Filed 2026-11-04
GC Wealth Management RIA, LLC
INCREASED
Shares1,899 from 1,785
Change+114 (+6%)
Value$630.1K (-$2.2K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares1,896 from 1,905
Change-9 (0%)
Value$629.2K (-$45.7K)
Filed 2026-10-14
Total Wealth Planning & Management, Inc.
INCREASED
Shares1,892 from 1,840
Change+52 (+3%)
Value$627.8K (-$24.0K)
Filed 2026-10-23
Intrua Financial, LLC
INCREASED
Shares1,890 from 1,763
Change+127 (+7%)
Value$627.2K (+$2.8K)
Filed 2026-10-28
Shulman DeMeo Asset Management LLC
DECREASED
Shares1,887 from 1,976
Change-89 (-4%)
Value$626.1K (-$74.0K)
Filed 2026-10-09
Capital Asset Advisory Services LLC
DECREASED
Shares1,886 from 2,028
Change-142 (-7%)
Value$661.7K (-$56.7K)
Filed 2026-10-30
Bank of Stockton
DECREASED
Shares1,876 from 1,971
Change-95 (-5%)
Value$622.5K (-$75.7K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,853 from 1,853
Change0 (0%)
Value$614.9K (-$41.5K)
Filed 2026-10-23
PUREfi Wealth, LLC
DECREASED
Shares1,835 from 1,846
Change-11 (-1%)
Value$608.9K (-$45.0K)
Filed 2026-10-19
Bison Wealth, LLC
INCREASED
Shares1,831 from 1,760
Change+71 (+4%)
Value$614.2K (-$49.1K)
Filed 2026-10-13
Wealth Science Advisors LLC
DECREASED
Shares1,825 from 1,929
Change-104 (-5%)
Value$605.6K (-$77.7K)
Filed 2026-10-09
Thrive Wealth Management, LLC
DECREASED
Shares1,820 from 1,836
Change-16 (-1%)
Value$603.8K (-$46.7K)
Filed 2026-10-13
CWS Financial Advisors, LLC
INCREASED
Shares1,820 from 1,819
Change+1 (+0%)
Value$603.8K (-$40.7K)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares1,816 from 1,816
Change0 (0%)
Value$602.7K (-$40.7K)
Filed 2026-10-08
First Heartland Consultants, Inc.
INCREASED
Shares1,804 from 833
Change+971 (+117%)
Value$598.7K (+$303.6K)
Filed 2026-10-08
QTR Family Wealth, LLC
INCREASED
Shares1,803 from 1,709
Change+94 (+6%)
Value$598.2K (-$7.0K)
Filed 2026-11-02
Ti-Trust, Inc
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$597.3K (-$40.3K)
Filed 2026-10-21
Avestar Capital, LLC
INCREASED
Shares1,798 from 1,686
Change+112 (+7%)
Value$596.6K (-$619)
Filed 2026-10-28
Centurion Wealth Management LLC
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$594.1K (-$40.1K)
Filed 2026-10-13
Triton Wealth Management, Pllc
INCREASED
Shares1,780 from 1,295
Change+485 (+37%)
Value$671.1K (+$186.5K)
Filed 2026-11-04
Barlow Wealth Partners, LLC
DECREASED
Shares1,780 from 1,797
Change-17 (-1%)
Value$589.8K (-$82.9K)
Filed 2026-10-15
Tilia Fiduciary Partners, Inc.
DECREASED
Shares1,774 from 1,882
Change-108 (-6%)
Value$588.7K (-$78.1K)
Filed 2026-10-09
Willow Creek Capital Management, Inc.
UNCHANGED
Shares1,772 from 1,772
Change0 (0%)
Value$627.7K ($0)
Filed 2026-10-16
St. Clair Advisors, LLC
INCREASED
Shares1,759 from 1,750
Change+9 (+1%)
Value$583.7K (-$36.2K)
Filed 2026-10-13
Klingman & Associates, LLC
INCREASED
Shares1,709 from 986
Change+723 (+73%)
Value$567.1K (+$217.8K)
Filed 2026-10-20
Interchange Capital Partners, LLC
INCREASED
Shares1,707 from 1,555
Change+152 (+10%)
Value$566.6K (+$15.7K)
Filed 2026-10-28
Riversedge Advisors, LLC
INCREASED
Shares1,705 from 979
Change+726 (+74%)
Value$565.7K (+$218.9K)
Filed 2026-10-09
Alchemi Wealth, LLC
INCREASED
Shares1,704 from 1,661
Change+43 (+3%)
Value$565.7K (-$23.0K)
Filed 2026-11-04
iA Global Asset Management Inc.
DECREASED
Shares1,695 from 15,214
Change-13,519 (-89%)
Value$562.0K (-$4.8M)
Filed 2026-10-29
Westco Advisory Services Inc
UNCHANGED
Shares1,693 from 1,693
Change0 (0%)
Value$561.8K (-$37.9K)
Filed 2026-10-14
Aull & Monroe Investment Management Corp
INCREASED
Shares1,677 from 1,642
Change+35 (+2%)
Value$556.5K (-$25.2K)
Filed 2026-10-16
BayBridge Capital Group, LLC
NEW
Shares1,676
Change+1,676
Value$556.3K
Filed 2026-10-13
Gibbs Wealth Management
INCREASED
Shares1,675 from 1,600
Change+75 (+5%)
Value$555.9K (-$11.0K)
Filed 2026-10-22
PDS Planning, Inc
INCREASED
Shares1,668 from 1,396
Change+272 (+19%)
Value$553.3K (+$58.8K)
Filed 2026-11-03
First Interstate Bank
UNCHANGED
Shares1,663 from 1,663
Change0 (0%)
Value$551.8K (-$37.3K)
Filed 2026-10-23
SYM Financial Corp
INCREASED
Shares1,645 from 1,139
Change+506 (+44%)
Value$545.7K (+$142.2K)
Filed 2026-10-26
Schmidt P J Investment Management Inc
DECREASED
Shares1,645 from 1,708
Change-63 (-4%)
Value$545.9K (-$59.2K)
Filed 2026-11-02
Lighthouse Financial Services Inc
INCREASED
Shares1,645 from 1,639
Change+6 (+0%)
Value$546.0K (-$48.8K)
Filed 2026-11-02
Howard Capital Management, LLC
DECREASED
Shares1,643 from 1,657
Change-14 (-1%)
Value$545.2K (-$41.8K)
Filed 2026-10-16
Global X Japan Co., Ltd.
DECREASED
Shares1,641 from 1,813
Change-172 (-9%)
Value$544.5K (-$97.7K)
Filed 2026-10-21
Investment Management Corp
INCREASED
Shares1,641 from 1,573
Change+68 (+4%)
Value$544.5K (-$12.8K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
INCREASED
Shares1,639 from 1,598
Change+41 (+3%)
Value$544.0K (+$543.4K)
Filed 2026-10-27
Flavin Financial Services, Inc.
INCREASED
Shares1,635 from 1,550
Change+85 (+5%)
Value$542.5K (-$6.5K)
Filed 2026-10-21
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares1,631 from 1,733
Change-102 (-6%)
Value$541.2K (-$72.7K)
Filed 2026-11-02
Segment Wealth Management, LLC
UNCHANGED
Shares1,618 from 1,618
Change0 (0%)
Value$536.9K (-$36.3K)
Filed 2026-10-26
Summit Asset Management, LLC
INCREASED
Shares1,608 from 1,606
Change+2 (+0%)
Value$533.6K (-$35.3K)
Filed 2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,607 from 1,628
Change-21 (-1%)
Value$533.3K (-$43.5K)
Filed 2026-11-02
Petros Family Wealth, LLC
INCREASED
Shares1,601 from 1,453
Change+148 (+10%)
Value$531.3K (+$16.5K)
Filed 2026-10-28
CV Advisors LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$530.9K (-$35.9K)
Filed 2026-10-13
Zullo Investment Group, Inc.
DECREASED
Shares1,596 from 1,601
Change-5 (0%)
Value$529.8K (-$37.5K)
Filed 2026-10-20
DecisionMap Wealth Management, LLC
DECREASED
Shares1,587 from 1,677
Change-90 (-5%)
Value$526.6K (-$67.3K)
Filed 2026-10-29
Achmea Investment Management B.V.
NEW
Shares1,581
Change+1,581
Value$525.0K
Filed 2026-10-30
Ballast, Inc.
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$523.0K (-$35.3K)
Filed 2026-10-20
3Chopt Investment Partners, LLC
INCREASED
Shares1,575 from 1,407
Change+168 (+12%)
Value$522.6K (+$24.2K)
Filed 2026-10-30
Trueblood Wealth Management, LLC
INCREASED
Shares1,566 from 1,564
Change+2 (+0%)
Value$519.8K (-$34.2K)
Filed 2026-10-23
Evansbrook LLC
UNCHANGED
Shares1,561 from 1,561
Change0 (0%)
Value$518.0K (-$35.0K)
Filed 2026-10-16
Cove Private Wealth, LLC
INCREASED
Shares1,548 from 1,546
Change+2 (+0%)
Value$513.7K (-$34.0K)
Filed 2026-10-28
Childress Capital Advisors, LLC
DECREASED
Shares1,546 from 1,691
Change-145 (-9%)
Value$513.0K (-$86.0K)
Filed 2026-10-28
V-Square Quantitative Management LLC
INCREASED
Shares1,534 from 1,334
Change+200 (+15%)
Value$509.0K (+$36.5K)
Filed 2026-10-15
Kingdom Financial Group Llc.
DECREASED
Shares1,525 from 1,688
Change-163 (-10%)
Value$505.9K (-$92.1K)
Filed 2026-11-04
Argentarii, LLC
INCREASED
Shares1,518 from 1,517
Change+1 (+0%)
Value$503.7K (-$90.8K)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares1,513 from 1,585
Change-72 (-5%)
Value$502.1K (-$59.4K)
Filed 2026-10-22
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,512 from 1,511
Change+1 (+0%)
Value$501.7K (-$33.5K)
Filed 2026-10-22
Nemes Rush Group LLC
INCREASED
Shares1,506 from 1,426
Change+80 (+6%)
Value$499.7K (-$5.4K)
Filed 2026-11-04
Summit Global Investments
INCREASED
Shares1,505 from 855
Change+650 (+76%)
Value$499.0K (+$196.0K)
Filed 2026-10-28
Verity Asset Management, Inc.
DECREASED
Shares1,501 from 1,504
Change-3 (0%)
Value$498.0K (-$34.7K)
Filed 2026-10-30
Fiduciary Alliance LLC
DECREASED
Shares1,495 from 2,273
Change-778 (-34%)
Value$496.1K (-$308.9K)
Filed 2026-10-13
Kelleher Financial Advisors
DECREASED
Shares1,491 from 1,738
Change-247 (-14%)
Value$494.7K (-$120.9K)
Filed 2026-10-30
Equitable Trust Co
INCREASED
Shares1,490 from 1,488
Change+2 (+0%)
Value$494.4K (-$32.7K)
Filed 2026-10-13
AdviceOne Advisory Services, LLC
INCREASED
Shares1,485 from 1,484
Change+1 (+0%)
Value$492.7K (-$32.9K)
Filed 2026-10-19
Trust Co of the South
UNCHANGED
Shares1,477 from 1,477
Change0 (0%)
Value$490.1K (-$33.1K)
Filed 2026-10-21
LaFleur & Godfrey LLC
INCREASED
Shares1,475 from 1,445
Change+30 (+2%)
Value$489.4K (-$22.4K)
Filed 2026-10-27
Burke & Herbert Bank & Trust Co
DECREASED
Shares1,471 from 1,531
Change-60 (-4%)
Value$488.1K (-$54.2K)
Filed 2026-11-02
Bright Futures Wealth Management, Llc.
DECREASED
Shares1,452 from 3,738
Change-2,286 (-61%)
Value$481.7K (-$842.4K)
Filed 2026-10-23
First Financial Bank - Trust Division
UNCHANGED
Shares1,452 from 1,452
Change0 (0%)
Value$481.8K (-$32.5K)
Filed 2026-10-01
Montecito Bank & Trust
DECREASED
Shares1,448 from 1,453
Change-5 (0%)
Value$480.5K (-$34.2K)
Filed 2026-10-01
Greenfield Savings Bank
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$479.5K (-$32.4K)
Filed 2026-10-07
Abacus Planning Group, Inc.
INCREASED
Shares1,437 from 1,420
Change+17 (+1%)
Value$476.8K (-$26.2K)
Filed 2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares1,435 from 1,480
Change-45 (-3%)
Value$476.3K (-$48.1K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
INCREASED
Shares1,434 from 1,430
Change+4 (+0%)
Value$475.8K (-$30.8K)
Filed 2026-10-26
Harbour Trust & Investment Management Co
UNCHANGED
Shares1,428 from 1,428
Change0 (0%)
Value$473.9K (-$32.0K)
Filed 2026-10-28
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares1,426 from 1,426
Change0 (0%)
Value$473.2K (-$32.0K)
Filed 2026-10-23
Grove Bank & Trust
INCREASED
Shares1,417 from 1,406
Change+11 (+1%)
Value$470.2K (-$27.9K)
Filed 2026-10-08
Investors Asset Management of Georgia Inc
INCREASED
Shares1,405 from 1,205
Change+200 (+17%)
Value$466.2K (+$39.4K)
Filed 2026-10-20
First National Bank Sioux Falls
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$466.2K (-$4.3K)
Filed 2026-10-13
Sovran Advisors, LLC
INCREASED
Shares1,394 from 713
Change+681 (+96%)
Value$516.9K (+$236.7K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares1,392 from 1,413
Change-21 (-1%)
Value$461.9K (-$38.6K)
Filed 2026-10-13
Contravisory Investment Management, Inc.
DECREASED
Shares1,391 from 2,006
Change-615 (-31%)
Value$461.6K (-$249.0K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares1,388 from 1,433
Change-45 (-3%)
Value$460.6K (-$47.0K)
Filed 2026-10-22
Anchyra Partners LLC
INCREASED
Shares1,384 from 1,322
Change+62 (+5%)
Value$459.3K (-$9.1K)
Filed 2026-10-13
Retirement Planning Co of New England, Inc.
DECREASED
Shares1,376 from 1,399
Change-23 (-2%)
Value$456.5K (-$39.2K)
Filed 2026-10-15
Novem Group
DECREASED
Shares1,374 from 1,415
Change-41 (-3%)
Value$456.0K (-$45.2K)
Filed 2026-10-19
Sage Capital Management, LLC
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$456.3K (-$30.7K)
Filed 2026-10-20
Accel Wealth Management
DECREASED
Shares1,369 from 1,376
Change-7 (-1%)
Value$454.3K (-$33.2K)
Filed 2026-10-13
Advisory Solutions Group, LLC
NEW
Shares1,367
Change+1,367
Value$453.7K
Filed 2026-10-14
TrueWealth Advisors, LLC
DECREASED
Shares1,365 from 1,371
Change-6 (0%)
Value$453.1K (-$32.8K)
Filed 2026-10-09
ERn Financial, LLC
INCREASED
Shares1,358 from 1,346
Change+12 (+1%)
Value$450.6K (-$26.2K)
Filed 2026-10-28
Southland Equity Partners LLC
INCREASED
Shares1,347 from 1,334
Change+13 (+1%)
Value$447.1K (-$25.5K)
Filed 2026-10-14
Symmetry Partners, LLC
INCREASED
Shares1,345 from 1,258
Change+87 (+7%)
Value$446.2K (+$521)
Filed 2026-10-27
Valley Brook Capital Group, Inc.
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$445.3K (-$30.0K)
Filed 2026-10-26
71 West Capital Partners
INCREASED
Shares1,341 from 1,315
Change+26 (+2%)
Value$445.0K (-$20.8K)
Filed 2026-11-04
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares1,339 from 1,379
Change-40 (-3%)
Value$444.3K (-$44.0K)
Filed 2026-10-22
Occidental Asset Management, LLC
INCREASED
Shares1,333 from 1,306
Change+27 (+2%)
Value$442.3K (-$20.3K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares1,328 from 820
Change+508 (+62%)
Value$443.6K (+$153.1K)
Filed 2026-11-03
Adirondack Trust Co
DECREASED
Shares1,325 from 2,649
Change-1,324 (-50%)
Value$439.6K (-$498.7K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
INCREASED
Shares1,325 from 1,014
Change+311 (+31%)
Value$439.6K (+$91.5K)
Filed 2026-10-13
Pennsylvania Capital Management Inc
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$438.0K (-$29.6K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,317 from 1,018
Change+299 (+29%)
Value$437.1K (+$76.2K)
Filed 2026-10-29
BankChampaign, National Association
DECREASED
Shares1,315 from 1,455
Change-140 (-10%)
Value$436.4K (-$79.1K)
Filed 2026-10-19
Evermay Wealth Management LLC
UNCHANGED
Shares1,314 from 1,314
Change0 (0%)
Value$436.0K (-$29.4K)
Filed 2026-11-05
Kingsman Wealth Management, Inc.
DECREASED
Shares1,308 from 1,656
Change-348 (-21%)
Value$434.0K (-$152.4K)
Filed 2026-10-13
Roxbury Financial LLC
DECREASED
Shares1,301 from 1,302
Change-1 (0%)
Value$431.8K (-$29.4K)
Filed 2026-10-01
Everett Harris & Co
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$431.4K (-$29.1K)
Filed 2026-10-28
Associated Banc-Corp
INCREASED
Shares1,297 from 1,252
Change+45 (+4%)
Value$430.4K (-$13.1K)
Filed 2026-10-30
Wagner Wealth Management, Corp
DECREASED
Shares1,296 from 1,320
Change-24 (-2%)
Value$430.1K (-$37.5K)
Filed 2026-10-20
Momentous Wealth Management, Inc.
DECREASED
Shares1,294 from 1,334
Change-40 (-3%)
Value$429.4K (-$43.2K)
Filed 2026-10-21
United Capital Management of KS, Inc.
DECREASED
Shares1,290 from 1,424
Change-134 (-9%)
Value$428.2K (-$76.3K)
Filed 2026-11-04
Bank of New Hampshire
DECREASED
Shares1,285 from 1,373
Change-88 (-6%)
Value$426.4K (-$60.0K)
Filed 2026-10-06
Huntleigh Advisors, Inc.
INCREASED
Shares1,285 from 1,260
Change+25 (+2%)
Value$426.4K (-$19.9K)
Filed 2026-11-03
Hoxton Planning & Management, LLC
DECREASED
Shares1,276 from 1,281
Change-5 (0%)
Value$423.6K (-$30.3K)
Filed 2026-10-15
Gallagher Capital Advisors, LLC
INCREASED
Shares1,271 from 1,266
Change+5 (+0%)
Value$421.8K (-$26.6K)
Filed 2026-10-09
Sound Financial Strategies Group, LLC
INCREASED
Shares1,270 from 849
Change+421 (+50%)
Value$421.4K (+$120.7K)
Filed 2026-10-30
1620 Investment Advisors, Inc.
DECREASED
Shares1,269 from 1,276
Change-7 (-1%)
Value$421.1K (-$30.9K)
Filed 2026-11-04
Gen-Wealth Partners Inc
DECREASED
Shares1,265 from 1,461
Change-196 (-13%)
Value$419.7K (-$98.0K)
Filed 2026-11-04
Raleigh Capital Management Inc.
DECREASED
Shares1,255 from 1,348
Change-93 (-7%)
Value$416.5K (-$60.9K)
Filed 2026-10-28
Atwater Malick LLC
INCREASED
Shares1,249 from 1,193
Change+56 (+5%)
Value$414.5K (-$8.2K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
DECREASED
Shares1,242 from 1,311
Change-69 (-5%)
Value$412.0K (-$52.5K)
Filed 2026-10-13
Virtue Capital Management, LLC
DECREASED
Shares1,234 from 1,960
Change-726 (-37%)
Value$409.4K (-$284.9K)
Filed 2026-10-29
Montchanin Asset Management, LLC
INCREASED
Shares1,234 from 1,059
Change+175 (+17%)
Value$409.0K (+$34.0K)
Filed 2026-11-02
WBH Advisory Inc
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$408.6K (-$27.6K)
Filed 2026-11-05
Lodestar Private Asset Management LLC
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$406.8K (-$27.5K)
Filed 2026-10-26
Partners Wealth Management, LLC
NEW
Shares1,216
Change+1,216
Value$403.5K
Filed 2026-10-28
Capital Investment Counsel, Inc
INCREASED
Shares1,214 from 1,200
Change+14 (+1%)
Value$402.8K (-$22.2K)
Filed 2026-10-20
FCG Investment Co
INCREASED
Shares1,211 from 1,082
Change+129 (+12%)
Value$401.9K (+$18.6K)
Filed 2026-10-13
Smith Salley Wealth Management
INCREASED
Shares1,208 from 1,124
Change+84 (+7%)
Value$400.9K (+$2.7K)
Filed 2026-11-03
Trinity Financial Advisors LLC
INCREASED
Shares1,205 from 1,200
Change+5 (+0%)
Value$399.9K (-$25.2K)
Filed 2026-10-09
Abel Hall, LLC
INCREASED
Shares1,203 from 1,136
Change+67 (+6%)
Value$399.3K (-$3.2K)
Filed 2026-10-19
Accredited Investors Inc.
NEW
Shares1,197
Change+1,197
Value$397.3K
Filed 2026-11-03
Alliance Wealth Advisors, LLC
DECREASED
Shares1,196 from 1,220
Change-24 (-2%)
Value$397.1K (-$35.0K)
Filed 2026-10-28
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$392.2K (-$26.5K)
Filed 2026-10-13
Journey Advisory Group, LLC
DECREASED
Shares1,178 from 1,253
Change-75 (-6%)
Value$390.9K (-$53.0K)
Filed 2026-11-04
Gallacher Capital Management LLC
NEW
Shares1,175
Change+1,175
Value$389.8K
Filed 2026-10-30
Chicago Capital, LLC
DECREASED
Shares1,175 from 1,191
Change-16 (-1%)
Value$389.8K (-$32.3K)
Filed 2026-10-13
LEE Danner & Bass Inc
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$388.5K (-$26.2K)
Filed 2026-10-27
JFS Wealth Advisors, LLC
INCREASED
Shares1,165 from 1,162
Change+3 (+0%)
Value$386.5K (-$25.2K)
Filed 2026-11-03
Alpha Family Trust
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$410.9K ($0)
Filed 2026-11-04
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$384.6K (-$26.0K)
Filed 2026-11-03
Investment Research Partners LLC
INCREASED
Shares1,158 from 1,101
Change+57 (+5%)
Value$384.3K (-$5.8K)
Filed 2026-10-19
Bill Few Associates, Inc.
INCREASED
Shares1,158 from 1,155
Change+3 (+0%)
Value$384.1K (-$24.9K)
Filed 2026-10-09
55 North Private Wealth, LLC
INCREASED
Shares1,157 from 1,070
Change+87 (+8%)
Value$383.9K (+$4.9K)
Filed 2026-10-20
Master's Wealth Management Inc.
INCREASED
Shares1,155 from 1,126
Change+29 (+3%)
Value$383.2K (-$15.7K)
Filed 2026-10-22
Camden National Bank
DECREASED
Shares1,150 from 1,189
Change-39 (-3%)
Value$381.6K (-$39.6K)
Filed 2026-11-02
Wealth Alliance Advisory Group, LLC
INCREASED
Shares1,149 from 1,147
Change+2 (+0%)
Value$381.4K (-$24.8K)
Filed 2026-10-14
Baron Wealth Management LLC
INCREASED
Shares1,129 from 956
Change+173 (+18%)
Value$374.5K (+$35.7K)
Filed 2026-10-27
Sterling Financial Planning, Inc.
UNCHANGED
Shares1,128 from 1,128
Change0 (0%)
Value$374.2K (-$25.3K)
Filed 2026-10-28
Northwest Financial Advisors
DECREASED
Shares1,127 from 1,134
Change-7 (-1%)
Value$374.0K (-$27.7K)
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares1,125 from 588
Change+537 (+91%)
Value$373.4K (+$165.0K)
Filed 2026-10-26
One Wealth Capital Management, LLC
DECREASED
Shares1,125 from 1,426
Change-301 (-21%)
Value$373.3K (-$131.8K)
Filed 2026-10-23
Avail Investment Partners, LLC
INCREASED
Shares1,124 from 1,067
Change+57 (+5%)
Value$373.0K (-$5.0K)
Filed 2026-10-16
Castle Rock Wealth Management, LLC
DECREASED
Shares1,123 from 1,182
Change-59 (-5%)
Value$372.0K (-$56.8K)
Filed 2026-10-09
Fiduciary Family Office, LLC
DECREASED
Shares1,121 from 1,139
Change-18 (-2%)
Value$372.0K (-$31.5K)
Filed 2026-11-04
River Street Advisors LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$371.7K (-$25.1K)
Filed 2026-10-22
Kestra Investment Management, LLC
DECREASED
Shares1,118 from 1,130
Change-12 (-1%)
Value$371.0K (-$29.3K)
Filed 2026-11-04
Berkshire Money Management, Inc.
NEW
Shares1,117
Change+1,117
Value$370.7K
Filed 2026-10-21
Summit Financial Wealth Advisors, LLC
INCREASED
Shares1,116 from 1,084
Change+32 (+3%)
Value$370.3K (-$13.7K)
Filed 2026-10-15
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$370.1K (-$24.9K)
Filed 2026-10-29
Worth Asset Management, LLC
INCREASED
Shares1,114 from 993
Change+121 (+12%)
Value$369.7K (+$17.9K)
Filed 2026-10-07
Northbridge Financial Group, LLC
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$368.1K (-$25.5K)
Filed 2026-11-05
Putney Financial Group LLC
INCREASED
Shares1,106 from 1,023
Change+83 (+8%)
Value$367.0K (+$4.6K)
Filed 2026-10-30
Midland Wealth Advisors, LLC
DECREASED
Shares1,104 from 1,248
Change-144 (-12%)
Value$366.3K (-$75.8K)
Filed 2026-10-26
Winthrop Advisory Group LLC
DECREASED
Shares1,099 from 1,105
Change-6 (-1%)
Value$364.5K (-$27.1K)
Filed 2026-10-22
4Wealth Advisors, Inc.
INCREASED
Shares1,097 from 1,096
Change+1 (+0%)
Value$364.8K (-$16.5K)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
INCREASED
Shares1,096 from 1,095
Change+1 (+0%)
Value$363.6K (-$24.4K)
Filed 2026-10-26
Asset Planning,Inc
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$363.8K (-$24.4K)
Filed 2026-10-26
Fairscale Capital, LLC
INCREASED
Shares1,089 from 1,088
Change+1 (+0%)
Value$405.8K (+$20.3K)
Filed 2026-11-04
Asempa Wealth Advisors
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$362.0K (-$23.4K)
Filed 2026-10-07
Smith Shellnut Wilson LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$359.7K (-$24.3K)
Filed 2026-10-21
Advisor OS, LLC
INCREASED
Shares1,082 from 1,025
Change+57 (+6%)
Value$359.3K (-$3.9K)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED
Shares1,077 from 1,078
Change-1 (0%)
Value$357.4K (-$24.4K)
Filed 2026-10-29
Tranquility Partners, LLC
INCREASED
Shares1,076 from 1,046
Change+30 (+3%)
Value$357.0K (-$13.5K)
Filed 2026-10-20
Chicago Trust Co NA
DECREASED
Shares1,070 from 1,130
Change-60 (-5%)
Value$355.1K (-$45.2K)
Filed 2026-10-28
Canopy Partners, LLC
INCREASED
Shares1,065 from 1,046
Change+19 (+2%)
Value$353.4K (-$17.1K)
Filed 2026-10-28
Mccarter Private Wealth Services LLC
INCREASED
Shares1,059 from 1,036
Change+23 (+2%)
Value$351.4K (-$15.6K)
Filed 2026-10-22
Fiduciary Financial Group, LLC
INCREASED
Shares1,055 from 1,049
Change+6 (+1%)
Value$350.1K (-$21.5K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,051 from 1,051
Change0 (0%)
Value$348.8K (-$23.6K)
Filed 2026-10-09
Certified Advisory Corp
INCREASED
Shares1,050 from 1,049
Change+1 (+0%)
Value$348.4K (-$23.3K)
Filed 2026-10-29
Schear Investment Advisers, LLC
NEW
Shares1,048
Change+1,048
Value$347.7K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares1,048 from 1,046
Change+2 (+0%)
Value$347.7K (-$23.0K)
Filed 2026-10-14
Romano Brothers and Company
UNCHANGED
Shares1,037 from 1,037
Change0 (0%)
Value$344.1K (-$23.2K)
Filed 2026-10-22
Waldron Private Wealth LLC
DECREASED
Shares1,035 from 1,091
Change-56 (-5%)
Value$343.4K (-$43.0K)
Filed 2026-11-02
Prevail Innovative Wealth Advisors, LLC
NEW
Shares1,034
Change+1,034
Value$337.7K
Filed 2026-10-20
Ejmk Ventures LLC
INCREASED
Shares1,024 from 978
Change+46 (+5%)
Value$339.8K (-$6.6K)
Filed 2026-10-21
Manchester Financial Inc
INCREASED
Shares1,024 from 1,023
Change+1 (+0%)
Value$339.7K (-$22.8K)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
NEW
Shares1,019
Change+1,019
Value$338.1K
Filed 2026-11-02
Insight Advisors, LLC/ PA
DECREASED
Shares1,016 from 1,055
Change-39 (-4%)
Value$337.1K (-$36.6K)
Filed 2026-10-22
Sageworth Trust Co
NEW
Shares1,010
Change+1,010
Value$335.1K
Filed 2026-10-30
BIP Wealth, LLC
INCREASED
Shares1,009 from 799
Change+210 (+26%)
Value$334.8K (+$51.8K)
Filed 2026-10-22
Atticus Wealth Management, LLC
INCREASED
Shares1,004 from 930
Change+74 (+8%)
Value$333.1K (+$3.8K)
Filed 2026-10-20
Cadent Capital Advisors, LLC
INCREASED
Shares1,004 from 1,000
Change+4 (+0%)
Value$333.2K (-$21.0K)
Filed 2026-10-09
BAR Harbor Wealth Management
DECREASED
Shares1,003 from 1,034
Change-31 (-3%)
Value$332.8K (-$33.5K)
Filed 2026-10-21
Wolverine Asset Management LLC
NEW
Shares1,000
Change+1,000
Value$331.8K
Filed 2026-11-02
Eagle Bay Advisors LLC
DECREASED
Shares1,000 from 1,029
Change-29 (-3%)
Value$331.9K (-$32.7K)
Filed 2026-10-16
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$331.8K (-$22.4K)
Filed 2026-10-27
Matisse Capital
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$331.8K (-$22.4K)
Filed 2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares998 from 992
Change+6 (+1%)
Value$331.1K (-$20.5K)
Filed 2026-10-28
Souders Financial Advisors
DECREASED
Shares997 from 999
Change-2 (0%)
Value$330.8K (-$23.1K)
Filed 2026-11-03
Essential Partners LLC
INCREASED
Shares995 from 802
Change+193 (+24%)
Value$330.2K (+$46.1K)
Filed 2026-10-14
Obermeyer Wealth Partners
INCREASED
Shares995 from 980
Change+15 (+2%)
Value$330.2K (-$17.0K)
Filed 2026-10-21
Global Trust Asset Management, LLC
DECREASED
Shares991 from 1,006
Change-15 (-1%)
Value$328.9K (-$27.5K)
Filed 2026-10-19
LifeGoal Investments, LLC
INCREASED
Shares989 from 723
Change+266 (+37%)
Value$328.2K (+$72.1K)
Filed 2026-10-09
Revolve Wealth Partners, LLC
INCREASED
Shares984 from 933
Change+51 (+5%)
Value$326.5K (-$4.0K)
Filed 2026-10-23
Focus Financial Network, Inc.
INCREASED
Shares981 from 620
Change+361 (+58%)
Value$325.5K (+$105.9K)
Filed 2026-10-14
Burkett Asset Management Ltd
DECREASED
Shares980 from 1,155
Change-175 (-15%)
Value$325.2K (-$84.0K)
Filed 2026-10-13
TrinityBridge Ltd
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$322.0K (-$21.0K)
Filed 2026-10-30
FAI Advisors, Inc.
INCREASED
Shares966 from 902
Change+64 (+7%)
Value$320.5K (+$1.0K)
Filed 2026-10-27
Capstone Wealth Management, LLC
INCREASED
Shares964 from 690
Change+274 (+40%)
Value$319.9K (+$75.5K)
Filed 2026-11-02
Randall & Associates Wealth Management
DECREASED
Shares963 from 1,053
Change-90 (-9%)
Value$319.6K (-$53.5K)
Filed 2026-10-20
Wolff Financial Management LLC
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$319.6K (-$21.6K)
Filed 2026-10-23
Moss Adams Wealth Advisors LLC
DECREASED
Shares961 from 1,128
Change-167 (-15%)
Value$319.0K (-$80.7K)
Filed 2026-10-28
Allegiance Financial Group Advisory Services LLC
NEW
Shares958
Change+958
Value$317.9K
Filed 2026-11-02
Piscataqua Savings Bank
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$316.9K (-$21.4K)
Filed 2026-10-21
City State Bank
INCREASED
Shares954 from 898
Change+56 (+6%)
Value$316.6K (-$1.5K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares949 from 3,568
Change-2,619 (-73%)
Value$314.9K (-$949.2K)
Filed 2026-10-14
Flywheel Private Wealth LLC
DECREASED
Shares947 from 972
Change-25 (-3%)
Value$314.2K (-$30.1K)
Filed 2026-11-02
CRA Financial Services, LLC
INCREASED
Shares941 from 938
Change+3 (+0%)
Value$312.4K (-$19.9K)
Filed 2026-10-16
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$311.9K (-$21.1K)
Filed 2026-10-19
Parsons Capital Management Inc
DECREASED
Shares937 from 1,179
Change-242 (-21%)
Value$310.9K (-$106.7K)
Filed 2026-10-28
Heartwood Wealth Advisors LLC
INCREASED
Shares935 from 896
Change+39 (+4%)
Value$310.3K (-$7.1K)
Filed 2026-10-05
MPS Loria Financial Planners, LLC
UNCHANGED
Shares933 from 933
Change0 (0%)
Value$309.6K (-$20.9K)
Filed 2026-10-14
Forum Financial Management, LP
DECREASED
Shares930 from 935
Change-5 (-1%)
Value$308.6K (-$22.7K)
Filed 2026-10-16
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares929 from 900
Change+29 (+3%)
Value$308.2K (-$10.8K)
Filed 2026-10-15
CLG LLC
UNCHANGED
Shares929 from 929
Change0 (0%)
Value$308.4K (-$20.6K)
Filed 2026-10-13
Opus Capital Group, LLC
DECREASED
Shares928 from 954
Change-26 (-3%)
Value$308.0K (-$30.0K)
Filed 2026-10-30
Michael Brady & Co., LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$306.9K (-$20.7K)
Filed 2026-10-23
Jeppson Wealth Management, LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$305.6K (-$20.6K)
Filed 2026-10-20
MFA Wealth Services
INCREASED
Shares918 from 908
Change+10 (+1%)
Value$304.8K (-$17.0K)
Filed 2026-10-14
Howard Capital Management Group, LLC
DECREASED
Shares917 from 918
Change-1 (0%)
Value$304.5K (-$20.6K)
Filed 2026-10-16
BLB&B Advisors, LLC
DECREASED
Shares914 from 923
Change-9 (-1%)
Value$303.3K (-$23.7K)
Filed 2026-10-27
Meadow Creek Wealth Advisors LLC
INCREASED
Shares913 from 879
Change+34 (+4%)
Value$303.0K (-$8.4K)
Filed 2026-11-02
Bellecapital International Ltd.
INCREASED
Shares912 from 867
Change+45 (+5%)
Value$302.6K (-$4.5K)
Filed 2026-10-21
CPC Advisors, LLC
NEW
Shares910
Change+910
Value$302.0K
Filed 2026-10-21
Unique Wealth, LLC
INCREASED
Shares906 from 874
Change+32 (+4%)
Value$300.6K (-$9.0K)
Filed 2026-10-16
M. Kraus & Co
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$300.6K (-$20.3K)
Filed 2026-10-20
Everhart Financial Group, Inc.
DECREASED
Shares905 from 920
Change-15 (-2%)
Value$300.3K (-$25.6K)
Filed 2026-10-08
Tritonpoint Wealth, LLC
INCREASED
Shares901 from 746
Change+155 (+21%)
Value$299.1K (+$34.7K)
Filed 2026-10-19
Platform Technology Partners
NEW
Shares896
Change+896
Value$297.2K
Filed 2026-11-02
Terra Nova Asset Management LLC
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$297.0K (-$20.1K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares894 from 1,004
Change-110 (-11%)
Value$296.7K (-$59.0K)
Filed 2026-10-19
Redmond Asset Management, LLC
DECREASED
Shares894 from 909
Change-15 (-2%)
Value$296.7K (-$25.3K)
Filed 2026-10-27
AlphaCentric Advisors LLC
INCREASED
Shares892 from 801
Change+91 (+11%)
Value$296.0K (+$12.2K)
Filed 2026-11-03
Tuttle Capital Management, LLC
NEW
Shares891
Change+891
Value$295.7K
Filed 2026-10-21
Canandaigua National Trust Co of Florida
NEW
Shares888
Change+888
Value$294.7K
Filed 2026-10-07
Pension & Wealth Management Advisors, Inc.
NEW
Shares886
Change+886
Value$294.1K
Filed 2026-10-16
Samalin Investment Counsel, LLC
INCREASED
Shares886 from 884
Change+2 (+0%)
Value$293.9K (-$19.3K)
Filed 2026-10-23
Lynch Investment Planning, LLC
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$294.0K (-$19.9K)
Filed 2026-10-27
Independence Wealth Advisors, LLC
DECREASED
Shares885 from 1,069
Change-184 (-17%)
Value$293.7K (-$85.0K)
Filed 2026-10-29
Chesley Taft & Associates LLC
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$291.0K (-$19.7K)
Filed 2026-10-13
Lakewood Asset Management LLC
UNCHANGED
Shares872 from 872
Change0 (0%)
Value$289.5K (-$19.3K)
Filed 2026-10-26
Angeles Wealth Management, LLC
DECREASED
Shares870 from 980
Change-110 (-11%)
Value$288.7K (-$58.5K)
Filed 2026-10-26
1900 Wealth Management LLC
NEW
Shares868
Change+868
Value$288.2K
Filed 2026-10-13
Urban Wealth Management, LLC
DECREASED
Shares868 from 906
Change-38 (-4%)
Value$288.0K (-$32.9K)
Filed 2026-10-21
Solstein Capital, LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$288.0K (-$19.5K)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares864 from 801
Change+63 (+8%)
Value$286.8K (+$3.1K)
Filed 2026-10-16
Fragasso Financial Advisors Inc
NEW
Shares862
Change+862
Value$285.6K
Filed 2026-10-13
LMG Wealth Partners, LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$285.4K (-$19.3K)
Filed 2026-11-05
Evanson Financial, LLC
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$284.4K (-$19.2K)
Filed 2026-10-23
Gratus Wealth Advisors, LLC
UNCHANGED
Shares854 from 854
Change0 (0%)
Value$283.4K (-$19.1K)
Filed 2026-10-26
Marion Wealth Management
INCREASED
Shares852 from 805
Change+47 (+6%)
Value$282.8K (-$2.4K)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
DECREASED
Shares851 from 1,295
Change-444 (-34%)
Value$282.5K (-$176.1K)
Filed 2026-10-26
Hunter Associates Investment Management LLC
DECREASED
Shares850 from 878
Change-28 (-3%)
Value$282.0K (-$29.0K)
Filed 2026-10-26
BridgePort Financial Solutions, LLC
DECREASED
Shares850 from 855
Change-5 (-1%)
Value$281.9K (-$20.8K)
Filed 2026-11-02
City Holding Co
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$282.0K (-$19.0K)
Filed 2026-10-19
Presilium Private Wealth, LLC
NEW
Shares847
Change+847
Value$281.1K
Filed 2026-10-26
Seamount Financial Group Inc
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$280.4K (-$18.9K)
Filed 2026-10-21
Victory Financial Group, LLC
NEW
Shares841
Change+841
Value$279.1K
Filed 2026-10-27
Acorn Wealth Advisors, LLC
INCREASED
Shares839 from 835
Change+4 (+0%)
Value$278.4K (-$17.4K)
Filed 2026-10-19
Lake Street Private Wealth, LLC
DECREASED
Shares835 from 998
Change-163 (-16%)
Value$277.2K (-$76.5K)
Filed 2026-10-22
G&S Capital LLC
INCREASED
Shares835 from 785
Change+50 (+6%)
Value$277.1K (-$1.0K)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares834 from 1,027
Change-193 (-19%)
Value$276.9K (-$87.1K)
Filed 2026-10-15
Cooper Financial Group
INCREASED
Shares832 from 689
Change+143 (+21%)
Value$276.2K (+$32.1K)
Filed 2026-10-07
Birch Hill Investment Advisors LLC
NEW
Shares831
Change+831
Value$275.8K
Filed 2026-10-16
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares831 from 827
Change+4 (+0%)
Value$275.7K (-$17.3K)
Filed 2026-11-04
KOM Wealth Management Group, LLC
DECREASED
Shares831 from 834
Change-3 (0%)
Value$275.9K (-$19.7K)
Filed 2026-10-15
RW Investment Management LLC
INCREASED
Shares830 from 737
Change+93 (+13%)
Value$275.4K (+$14.3K)
Filed 2026-11-03
Alhambra Investment Management LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$274.8K (-$18.6K)
Filed 2026-10-15
LVM Capital Management LTD
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$273.8K (+$273.5K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
INCREASED
Shares819 from 592
Change+227 (+38%)
Value$271.8K (+$62.1K)
Filed 2026-10-15
Landaas & Co
NEW
Shares817
Change+817
Value$271.1K
Filed 2026-10-29
Investment Advisory Services Inc
INCREASED
Shares809 from 774
Change+35 (+5%)
Value$268.4K (-$5.7K)
Filed 2026-10-27
Financial Partners Group, Inc
DECREASED
Shares807 from 1,008
Change-201 (-20%)
Value$267.8K (-$89.2K)
Filed 2026-10-19
IMZ Advisory Inc
INCREASED
Shares803 from 795
Change+8 (+1%)
Value$266.5K (-$15.1K)
Filed 2026-11-03
SWP Financial LLC
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$265.8K (-$18.0K)
Filed 2026-10-23
Stewardship Advisors, LLC
INCREASED
Shares799 from 781
Change+18 (+2%)
Value$265.1K (-$11.5K)
Filed 2026-10-20
Markowski Investments
INCREASED
Shares798 from 796
Change+2 (+0%)
Value$264.9K (-$17.1K)
Filed 2026-10-30
CPR Investments Inc.
INCREASED
Shares797 from 686
Change+111 (+16%)
Value$264.4K (+$21.4K)
Filed 2026-10-26
Alessandra Capital Management, LLC
NEW
Shares795
Change+795
Value$263.8K
Filed 2026-10-30
LexAurum Advisors, LLC
DECREASED
Shares788 from 863
Change-75 (-9%)
Value$261.5K (-$44.2K)
Filed 2026-10-19
Succession Financial, Inc.
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$261.6K (-$17.7K)
Filed 2026-10-14
Founders Financial Securities LLC
DECREASED
Shares786 from 798
Change-12 (-1%)
Value$261.0K (-$21.6K)
Filed 2026-10-28
Corps Capital Advisors, LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$259.8K (-$17.5K)
Filed 2026-11-05
Weaver Capital Management LLC
INCREASED
Shares781 from 610
Change+171 (+28%)
Value$259.2K (+$49.8K)
Filed 2026-10-15
Emerald Advisors, LLC
DECREASED
Shares780 from 888
Change-108 (-12%)
Value$258.8K (-$55.7K)
Filed 2026-10-13
waypoint wealth counsel
INCREASED
Shares779 from 680
Change+99 (+15%)
Value$258.5K (+$17.6K)
Filed 2026-10-22
Old Second National Bank of Aurora
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$256.8K (-$17.3K)
Filed 2026-10-22
Kaufman Rossin Wealth, LLC
NEW
Shares769
Change+769
Value$255.1K
Filed 2026-10-19
CDM Financial Counseling Services, Inc.
INCREASED
Shares768 from 743
Change+25 (+3%)
Value$255.0K (-$8.3K)
Filed 2026-10-15
Eagle Strategies LLC
DECREASED
Shares765 from 767
Change-2 (0%)
Value$254.0K (-$17.8K)
Filed 2026-10-16
Windsor Capital Management, LLC
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$253.2K (-$17.1K)
Filed 2026-10-13
Trust Co
DECREASED
Shares759 from 2,312
Change-1,553 (-67%)
Value$251.9K (-$567.1K)
Filed 2026-10-09
Laurion Capital Management LP
NEW
Shares755
Change+755
Value$250.5K
Filed 2026-10-30
Adell Harriman & Carpenter Inc
DECREASED
Shares753 from 840
Change-87 (-10%)
Value$249.9K (-$47.7K)
Filed 2026-11-02
Congress Park Capital LLC
INCREASED
Shares750 from 700
Change+50 (+7%)
Value$248.9K (+$905)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
DECREASED
Shares750 from 756
Change-6 (-1%)
Value$248.9K (-$18.9K)
Filed 2026-10-14
Accordant Advisory Group Inc
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$248.5K (-$16.8K)
Filed 2026-10-29
Lantz Financial LLC
DECREASED
Shares747 from 751
Change-4 (-1%)
Value$247.9K (-$18.2K)
Filed 2026-10-15
Optivise Advisory Services LLC
INCREASED
Shares742 from 672
Change+70 (+10%)
Value$246.4K (+$8.3K)
Filed 2026-10-19
WealthPoint Financial, LLC
DECREASED
Shares742 from 748
Change-6 (-1%)
Value$246.1K (-$18.7K)
Filed 2026-11-03
Facet Wealth, Inc.
INCREASED
Shares739 from 598
Change+141 (+24%)
Value$245.2K (+$33.4K)
Filed 2026-11-04
Weil Company, Inc.
INCREASED
Shares733 from 641
Change+92 (+14%)
Value$243.4K (+$16.5K)
Filed 2026-10-14
Greenwood Capital Associates LLC
DECREASED
Shares733 from 765
Change-32 (-4%)
Value$243.2K (-$27.8K)
Filed 2026-10-27
Violich Capital Management, Inc.
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$242.2K (-$16.4K)
Filed 2026-10-05
Van Cleef Asset Management,Inc
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$241.9K (-$16.3K)
Filed 2026-10-20
Foster Victor Wealth Advisors, LLC
INCREASED
Shares728 from 682
Change+46 (+7%)
Value$248.6K (-$3.4K)
Filed 2026-10-21
Enterprise Financial Services Corp
DECREASED
Shares727 from 744
Change-17 (-2%)
Value$241.2K (-$22.3K)
Filed 2026-11-03
May Hill Capital, LLC
INCREASED
Shares726 from 639
Change+87 (+14%)
Value$240.8K (+$14.6K)
Filed 2026-11-03
First Financial Corp
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$240.6K (-$16.2K)
Filed 2026-10-13
Avantra Family Wealth, Inc.
DECREASED
Shares724 from 726
Change-2 (0%)
Value$240.2K (-$16.9K)
Filed 2026-10-20
Northwest Wealth Management, LLC
NEW
Shares723
Change+723
Value$239.8K
Filed 2026-10-30
Heritage Family Offices, LLP
INCREASED
Shares723 from 623
Change+100 (+16%)
Value$239.9K (+$19.2K)
Filed 2026-11-02
W Advisors, LLC
INCREASED
Shares719 from 691
Change+28 (+4%)
Value$238.6K (-$6.2K)
Filed 2026-11-02
Key Client Fiduciary Advisors, LLC
DECREASED
Shares718 from 725
Change-7 (-1%)
Value$238.3K (-$18.6K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
INCREASED
Shares717 from 627
Change+90 (+14%)
Value$237.8K (+$15.7K)
Filed 2026-10-28
Portfolio Design Labs, LLC
INCREASED
Shares717 from 705
Change+12 (+2%)
Value$237.9K (-$11.8K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares715 from 20
Change+695 (+3475%)
Value$237.3K (+$230.2K)
Filed 2026-11-05
Regatta Capital Group, LLC
INCREASED
Shares715 from 659
Change+56 (+9%)
Value$237.4K (+$3.8K)
Filed 2026-10-23
Bensler, LLC
DECREASED
Shares713 from 733
Change-20 (-3%)
Value$236.6K (-$23.2K)
Filed 2026-11-05
Belleair Asset Management, LLC
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$236.3K (-$16.0K)
Filed 2026-11-03
Piedmont Capital Management, LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$235.6K (-$15.9K)
Filed 2026-10-21
Moody National Bank Trust Division
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$233.6K (-$15.8K)
Filed 2026-10-06
Crown Wealth Group, LLC
INCREASED
Shares700 from 688
Change+12 (+2%)
Value$232.2K (-$11.4K)
Filed 2026-10-19
Wendell David Associates Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$232.0K (-$16.0K)
Filed 2026-10-27
HT Partners LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$232.3K (-$15.7K)
Filed 2026-10-20
Marathon Mission, Inc.
INCREASED
Shares699 from 642
Change+57 (+9%)
Value$231.9K (+$4.5K)
Filed 2026-10-01
Keystone Wealth Services, LLC
INCREASED
Shares699 from 697
Change+2 (+0%)
Value$232.3K (-$14.8K)
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
DECREASED
Shares696 from 738
Change-42 (-6%)
Value$230.9K (-$30.5K)
Filed 2026-11-02
Ridgecrest Wealth Partners, LLC
INCREASED
Shares694 from 587
Change+107 (+18%)
Value$230.3K (+$22.4K)
Filed 2026-10-19
GoalFusion Wealth Management, LLC
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$229.3K (-$15.5K)
Filed 2026-10-06
Cromwell Holdings LLC
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$227.3K (-$15.4K)
Filed 2026-10-28
Waters Parkerson & Co., LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$225.6K (-$15.2K)
Filed 2026-11-04
Sarver Vrooman Wealth Advisors
INCREASED
Shares678 from 598
Change+80 (+13%)
Value$225.0K (+$4.0K)
Filed 2026-10-01
Marino, Stram & Associates LLC
INCREASED
Shares678 from 612
Change+66 (+11%)
Value$225.1K (+$8.2K)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
DECREASED
Shares678 from 722
Change-44 (-6%)
Value$225.1K (-$30.7K)
Filed 2026-10-13
First Bank & Trust
INCREASED
Shares675 from 661
Change+14 (+2%)
Value$224.0K (-$10.2K)
Filed 2026-10-19
Income Insurance Ltd
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$224.0K (-$15.1K)
Filed 2026-10-21
Reap Financial Group, LLC
INCREASED
Shares674 from 611
Change+63 (+10%)
Value$223.7K (+$7.4K)
Filed 2026-11-02
Beverly Hills Private Wealth, LLC
NEW
Shares672
Change+672
Value$223.1K
Filed 2026-11-04
Focused Wealth Management, Inc
NEW
Shares671
Change+671
Value$222.7K
Filed 2026-10-30
Clear Wave Wealth Management LLC
DECREASED
Shares671 from 694
Change-23 (-3%)
Value$222.7K (-$23.2K)
Filed 2026-11-04
SLT Holdings LLC
NEW
Shares670
Change+670
Value$222.3K
Filed 2026-10-15
Lewis Asset Management, LLC
INCREASED
Shares670 from 668
Change+2 (+0%)
Value$222.2K (-$14.5K)
Filed 2026-10-14
Clearwave Capital, LLC
NEW
Shares669
Change+669
Value$222.0K
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares668 from 566
Change+102 (+18%)
Value$221.7K (+$21.2K)
Filed 2026-10-14
Redwood Financial Network Corp
INCREASED
Shares663 from 662
Change+1 (+0%)
Value$220.0K (-$14.6K)
Filed 2026-11-03
Waterfront Wealth Inc.
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$227.5K (-$21.2K)
Filed 2026-11-03
AUA Capital Management, LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$219.0K (-$14.8K)
Filed 2026-10-15
Plancorp, LLC
NEW
Shares658
Change+658
Value$245.2K
Filed 2026-11-03
Old Mission Investment Co LLC
INCREASED
Shares658 from 613
Change+45 (+7%)
Value$218.2K (+$1.2K)
Filed 2026-10-22
United Advisor Group, LLC
DECREASED
Shares656 from 686
Change-30 (-4%)
Value$217.7K (-$25.3K)
Filed 2026-11-03
McGuire Investment Group, LLC
DECREASED
Shares654 from 795
Change-141 (-18%)
Value$217.0K (-$64.6K)
Filed 2026-10-23
D'Orazio & Associates, Inc.
DECREASED
Shares654 from 783
Change-129 (-16%)
Value$217.0K (-$60.4K)
Filed 2026-11-04
Shum Financial Group, Inc.
INCREASED
Shares653 from 610
Change+43 (+7%)
Value$216.7K (+$653)
Filed 2026-10-13
Silverlake Wealth Management LLC
DECREASED
Shares651 from 864
Change-213 (-25%)
Value$216.2K (-$89.9K)
Filed 2026-10-21
Unify Financial Advisors
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$215.7K (-$14.6K)
Filed 2026-11-03
Narus Financial Partners, LLC
DECREASED
Shares649 from 681
Change-32 (-5%)
Value$215.4K (-$25.9K)
Filed 2026-10-19
Patriot Investment Management Group, Inc.
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$214.4K (-$14.5K)
Filed 2026-10-15
Barry Investment Advisors, LLC
DECREASED
Shares645 from 714
Change-69 (-10%)
Value$214.1K (-$38.8K)
Filed 2026-10-14
Patten Group, Inc.
INCREASED
Shares645 from 615
Change+30 (+5%)
Value$214.0K (-$3.8K)
Filed 2026-10-26
Leo Wealth, LLC
NEW
Shares644
Change+644
Value$213.5K
Filed 2026-10-26
Triad Wealth Partners, LLC
DECREASED
Shares640 from 882
Change-242 (-27%)
Value$212.5K (-$124.9K)
Filed 2026-10-26
Trust Point Inc.
INCREASED
Shares639 from 580
Change+59 (+10%)
Value$212.0K (+$6.6K)
Filed 2026-10-27
Uptick Partners, LLC
NEW
Shares638
Change+638
Value$211.7K
Filed 2026-11-04
Rosenberg Matthew Hamilton
DECREASED
Shares638 from 659
Change-21 (-3%)
Value$211.7K (-$21.7K)
Filed 2026-10-05
Griffith & Werner, Inc.
DECREASED
Shares637 from 638
Change-1 (0%)
Value$211.4K (-$14.6K)
Filed 2026-11-04
Asset Advisory Group, Inc.
UNCHANGED
Shares637 from 637
Change0 (0%)
Value$211.2K (-$14.3K)
Filed 2026-10-20
McAdam, LLC
DECREASED
Shares636 from 638
Change-2 (0%)
Value$211.2K (-$14.8K)
Filed 2026-10-21
Alpine Bank Wealth Management
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$210.4K (-$14.2K)
Filed 2026-10-16
Quantum Financial Advisors, LLC
NEW
Shares631
Change+631
Value$209.3K
Filed 2026-11-03
Sierra Ocean, LLC
DECREASED
Shares629 from 658
Change-29 (-4%)
Value$208.9K (-$24.4K)
Filed 2026-11-03
Heritage Investors Management Corp
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$208.0K (-$14.0K)
Filed 2026-10-29
Skylands Capital, LLC
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$207.4K (-$14.0K)
Filed 2026-10-21
Cypress Wealth Services, LLC
DECREASED
Shares620 from 743
Change-123 (-17%)
Value$205.4K (-$57.8K)
Filed 2026-10-21
Kelly Financial Services LLC
INCREASED
Shares619 from 618
Change+1 (+0%)
Value$205.5K (-$13.4K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
DECREASED
Shares617 from 634
Change-17 (-3%)
Value$203.6K (-$21.1K)
Filed 2026-10-27
Fort Washington Investment Advisors Inc
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$203.4K (-$13.7K)
Filed 2026-10-15
Stronghold Wealth Management L.L.C.
DECREASED
Shares612 from 621
Change-9 (-1%)
Value$203.1K (-$16.9K)
Filed 2026-10-16
Proathlete Wealth Management LLC
INCREASED
Shares609 from 603
Change+6 (+1%)
Value$202.3K (-$11.5K)
Filed 2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares608 from 680
Change-72 (-11%)
Value$201.9K (-$38.8K)
Filed 2026-10-14
Essential Investment Partners LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$198.9K (-$13.4K)
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$197.8K (-$13.4K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares586
Change+586
Value$194.5K
Filed 2026-10-21
Owl Creek Wealth Partners LLC
UNCHANGED
Shares578 from 578
Change0 (0%)
Value$191.8K (-$13.0K)
Filed 2026-10-20
TSG Advice Partners, LLC
NEW
Shares576
Change+576
Value$204.0K
Filed 2026-10-29
True Wealth Design, LLC
INCREASED
Shares565 from 464
Change+101 (+22%)
Value$187.5K (+$23.1K)
Filed 2026-10-13
Deseret Mutual Benefit Administrators
DECREASED
Shares559 from 593
Change-34 (-6%)
Value$185.5K (-$24.6K)
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$182.5K (-$12.3K)
Filed 2026-11-03
Zega Investments, LLC
DECREASED
Shares536 from 563
Change-27 (-5%)
Value$177.9K (-$21.6K)
Filed 2026-11-04
Compass Financial Management LLC
INCREASED
Shares532 from 457
Change+75 (+16%)
Value$176.4K (+$7.7K)
Filed 2026-10-30
Central Pacific Bank - Trust Division
DECREASED
Shares530 from 1,453
Change-923 (-64%)
Value$175.9K (-$338.8K)
Filed 2026-10-06
Gables Capital Management Inc.
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$175.9K (-$11.9K)
Filed 2026-11-04
Tsfg, LLC
INCREASED
Shares528 from 527
Change+1 (+0%)
Value$175.0K (-$12.0K)
Filed 2026-10-23
MTM Investment Management, LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$172.2K (-$11.6K)
Filed 2026-10-30
DecisionPoint Financial, LLC
INCREASED
Shares515 from 132
Change+383 (+290%)
Value$171.2K (+$123.5K)
Filed 2026-10-27
Elyxium Wealth, LLC
NEW
Shares508
Change+508
Value$168.6K
Filed 2026-10-27
GK Wealth Management LLC
DECREASED
Shares488 from 608
Change-120 (-20%)
Value$161.9K (-$53.6K)
Filed 2026-10-09
Center for Financial Planning, Inc.
INCREASED
Shares482 from 78
Change+404 (+518%)
Value$159.9K (+$132.3K)
Filed 2026-10-26
Peoples Financial Services Corp.
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$146.0K (-$9.9K)
Filed 2026-10-20
Costello Asset Management, Inc
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$144.3K (-$9.7K)
Filed 2026-10-30
Key FInancial Inc
INCREASED
Shares422 from 418
Change+4 (+1%)
Value$140.0K (-$8.0K)
Filed 2026-11-02
Community Financial Services Group, LLC
INCREASED
Shares415 from 388
Change+27 (+7%)
Value$138.1K (-$2.7K)
Filed 2026-10-15
Duncker Streett & Co Inc
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$137.7K (-$9.3K)
Filed 2026-10-27
Richardson Capital Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$132.7K (-$9.0K)
Filed 2026-10-23
Maj Invest Holding A/S
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$133.0K (+$132.9K)
Filed 2026-10-27
Guardian Partners Inc.
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$132.1K (-$8.9K)
Filed 2026-10-21
GoalVest Advisory LLC
INCREASED
Shares391 from 345
Change+46 (+13%)
Value$129.7K (+$7.5K)
Filed 2026-10-02
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$126.1K (-$8.5K)
Filed 2026-10-13
Nfsg Corp
DECREASED
Shares376 from 393
Change-17 (-4%)
Value$124.9K (-$14.3K)
Filed 2026-10-15
Legacies Wealth LLC
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$123.8K (-$8.4K)
Filed 2026-11-02
Union Savings Bank
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$122.8K (-$8.3K)
Filed 2026-10-14
Nvwm, LLC
INCREASED
Shares367 from 165
Change+202 (+122%)
Value$121.8K (+$63.3K)
Filed 2026-10-14
State of Wyoming
DECREASED
Shares365 from 611
Change-246 (-40%)
Value$121.1K (-$95.3K)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares355 from 361
Change-6 (-2%)
Value$117.6K (-$10.3K)
Filed 2026-11-02
Mascoma Wealth Management LLC
DECREASED
Shares353 from 397
Change-44 (-11%)
Value$117.1K (-$23.5K)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
INCREASED
Shares343 from 331
Change+12 (+4%)
Value$113.8K (-$3.4K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
INCREASED
Shares338 from 295
Change+43 (+15%)
Value$112.2K (+$7.7K)
Filed 2026-10-28
Fideuram Asset Management (Ireland) dac
INCREASED
Shares332 from 314
Change+18 (+6%)
Value$113.0K (+$3.5K)
Filed 2026-10-29
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares319 from 280
Change+39 (+14%)
Value$106.0K (+$7.0K)
Filed 2026-10-14
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$105.5K (-$7.1K)
Filed 2026-10-16
Private Wealth Management Group, LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$103.5K (-$7.0K)
Filed 2026-10-19
United Community Bank
INCREASED
Shares311 from 272
Change+39 (+14%)
Value$103.2K (+$6.8K)
Filed 2026-10-28
Barrett & Company, Inc.
DECREASED
Shares306 from 314
Change-8 (-3%)
Value$101.5K (-$9.7K)
Filed 2026-10-22
Manchester Capital Management LLC
DECREASED
Shares303 from 333
Change-30 (-9%)
Value$100.5K (-$17.4K)
Filed 2026-10-22
William Mack & Associates, Inc.
NEW
Shares301
Change+301
Value$99.8K
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares297 from 360
Change-63 (-17%)
Value$98.0K (-$30.0K)
Filed 2026-10-30
TFC Financial Management, Inc.
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$93.6K (-$6.3K)
Filed 2026-10-26
Hager Investment Management Services, LLC
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$89.9K (-$6.1K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$89.6K (-$6.1K)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares269 from 168
Change+101 (+60%)
Value$89.3K (+$29.8K)
Filed 2026-11-03
Fortitude Family Office, LLC
INCREASED
Shares263 from 261
Change+2 (+1%)
Value$87.3K (-$5.2K)
Filed 2026-10-14
Investors Research Corp
DECREASED
Shares262 from 294
Change-32 (-11%)
Value$86.9K (-$17.2K)
Filed 2026-10-07
Arlington Trust Co LLC
INCREASED
Shares259 from 244
Change+15 (+6%)
Value$85.9K (-$491)
Filed 2026-10-20
Princeton Global Asset Management LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$84.9K (-$5.7K)
Filed 2026-10-21
Elevation Wealth Partners, LLC
INCREASED
Shares252 from 146
Change+106 (+73%)
Value$83.6K (+$31.9K)
Filed 2026-10-07
West Branch Capital LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$83.6K (-$5.6K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
DECREASED
Shares246 from 319
Change-73 (-23%)
Value$81.6K (-$31.4K)
Filed 2026-10-13
Mcdonald Partners LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$80.3K (-$5.4K)
Filed 2026-11-03
Harbor Capital Advisors, Inc.
DECREASED
Shares238 from 340
Change-102 (-30%)
Value$79.0K (-$41.0K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
DECREASED
Shares235 from 240
Change-5 (-2%)
Value$78.0K (-$7.0K)
Filed 2026-11-05
Hilltop National Bank
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$76.7K (-$5.2K)
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares223 from 219
Change+4 (+2%)
Value$74.0K (-$3.6K)
Filed 2026-10-02
Tounjian Advisory Partners, LLC
INCREASED
Shares210 from 92
Change+118 (+128%)
Value$69.8K (+$37.2K)
Filed 2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$69.5K (-$4.7K)
Filed 2026-11-03
WPG Advisers, LLC
INCREASED
Shares206 from 202
Change+4 (+2%)
Value$68.4K (-$3.2K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares204
Change+204
Value$67.9K
Filed 2026-10-27
Axiom Investment Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$66.4K (-$4.5K)
Filed 2026-11-03
Birchbrook, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$66.4K (-$4.5K)
Filed 2026-10-14
Canton Hathaway, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$66.4K (-$4.5K)
Filed 2026-10-23
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$64.4K (-$4.3K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares191 from 198
Change-7 (-4%)
Value$63.5K (-$6.6K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
DECREASED
Shares191 from 195
Change-4 (-2%)
Value$63.5K (-$5.6K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
INCREASED
Shares191 from 187
Change+4 (+2%)
Value$63.4K (-$2.9K)
Filed 2026-10-20
Godsey & Gibb, Inc
DECREASED
Shares186 from 370
Change-184 (-50%)
Value$61.7K (-$69.3K)
Filed 2026-10-14
MV Capital Management, Inc.
INCREASED
Shares178 from 176
Change+2 (+1%)
Value$59.1K (-$3.3K)
Filed 2026-10-29
Chapman Financial Group, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$58.4K (-$3.9K)
Filed 2026-10-26
Gleason Group, Inc.
INCREASED
Shares169 from 168
Change+1 (+1%)
Value$56.1K (-$3.5K)
Filed 2026-10-15
Salomon & Ludwin, LLC
INCREASED
Shares163 from 113
Change+50 (+44%)
Value$54.1K (+$13.1K)
Filed 2026-10-29
University of Texas S AM Investment Management Co
DECREASED
Shares161 from 4,292
Change-4,131 (-96%)
Value$53.4K (-$1.5M)
Filed 2026-11-03
North Point Portfolio Managers Corp
NEW
Shares150
Change+150
Value$49.8K
Filed 2026-10-07
First Premier Bank
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$50.0K (+$49.9K)
Filed 2026-10-13
Northstar Asset Management Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$51.7K (-$6.3K)
Filed 2026-10-22
Financial Perspectives, Inc
INCREASED
Shares147 from 113
Change+34 (+30%)
Value$48.8K (+$8.8K)
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares146 from 171
Change-25 (-15%)
Value$48.4K (-$12.1K)
Filed 2026-10-28
Hughes Financial Services, LLC
INCREASED
Shares138 from 135
Change+3 (+2%)
Value$51.2K (+$3.4K)
Filed 2026-10-30
USA Financial Formulas
NEW
Shares137
Change+137
Value$45.5K
Filed 2026-10-16
Ares Financial Consulting, LLC
INCREASED
Shares133 from 126
Change+7 (+6%)
Value$44.1K (-$501)
Filed 2026-10-19
Financial Consulate, Inc
INCREASED
Shares128 from 127
Change+1 (+1%)
Value$42.5K (-$2.4K)
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares122 from 98
Change+24 (+24%)
Value$40.5K (+$5.9K)
Filed 2026-10-29
Sima Wealth Partners, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$39.8K (-$2.7K)
Filed 2026-10-19
Pioneer Family Office, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$39.8K (-$2.7K)
Filed 2026-10-30
Mainstream Capital Management LLC
NEW
Shares119
Change+119
Value$39.5K
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
INCREASED
Shares119 from 115
Change+4 (+3%)
Value$39.5K (-$1.2K)
Filed 2026-10-15
Access Investment Management LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$39.5K (-$2.7K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$39.3K (-$2.7K)
Filed 2026-10-23
Bell Investment Advisors, Inc
INCREASED
Shares116 from 110
Change+6 (+5%)
Value$38.5K (-$474)
Filed 2026-10-29
Flagship Wealth Advisors, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$38.5K (-$2.6K)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares114 from 111
Change+3 (+3%)
Value$37.8K (-$1.5K)
Filed 2026-10-28
DeDora Capital, Inc.
NEW
Shares102
Change+102
Value$33.8K
Filed 2026-10-26
Activest Wealth Management
INCREASED
Shares101 from 41
Change+60 (+146%)
Value$33.5K (+$19.0K)
Filed 2026-10-15
Madden Securities Corp
NEW
Shares100
Change+100
Value$33.2K
Filed 2026-10-27
Trifecta Capital Advisors, LLC
DECREASED
Shares100 from 102
Change-2 (-2%)
Value$33.2K (-$3.0K)
Filed 2026-10-21
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$33.2K (-$2.2K)
Filed 2026-10-30
Syntax Research, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$33.2K (-$2.2K)
Filed 2026-11-04
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$33.2K (-$2.2K)
Filed 2026-10-08
Towne Trust Company, N.a
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$32.9K (-$2.2K)
Filed 2026-10-28
Joseph Group Capital Management
INCREASED
Shares96 from 65
Change+31 (+48%)
Value$31.9K (+$8.8K)
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$31.5K (-$2.1K)
Filed 2026-10-28
Highline Wealth Partners LLC
DECREASED
Shares92 from 108
Change-16 (-15%)
Value$30.6K (-$7.7K)
Filed 2026-10-19
DT Investment Partners, LLC
INCREASED
Shares88 from 77
Change+11 (+14%)
Value$29.2K (+$1.9K)
Filed 2026-10-27
John Boyer, Inc.
NEW
Shares85
Change+85
Value$28.2K
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares85 from 133
Change-48 (-36%)
Value$28.2K (-$18.9K)
Filed 2026-10-07
Hara Capital LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$28.2K (-$1.9K)
Filed 2026-10-30
James T. Borello RIA
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$28.2K (-$1.9K)
Filed 2026-10-16
Align Financial, LLC
INCREASED
Shares84 from 81
Change+3 (+4%)
Value$27.9K (-$819)
Filed 2026-10-16
Paladin Partners, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$27.9K (-$1.9K)
Filed 2026-10-06
Morton Brown Family Wealth, LLC
INCREASED
Shares82 from 29
Change+53 (+183%)
Value$27.2K (+$16.9K)
Filed 2026-10-23
Downshift Financial, LLC
INCREASED
Shares82 from 35
Change+47 (+134%)
Value$27.2K (+$14.8K)
Filed 2026-10-13
Retirement Wealth Solutions LLC
INCREASED
Shares81 from 79
Change+2 (+3%)
Value$27.0K (-$1.1K)
Filed 2026-10-07
Maryland Capital Advisors Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$26.9K (-$1.8K)
Filed 2026-10-15
Country Trust Bank
INCREASED
Shares80 from 69
Change+11 (+16%)
Value$26.5K (+$2.1K)
Filed 2026-10-30
Montag A & Associates Inc
INCREASED
Shares76 from 69
Change+7 (+10%)
Value$25.2K (+$780)
Filed 2026-10-29
Wilkerson Advisory Group LLC
DECREASED
Shares75 from 85
Change-10 (-12%)
Value$24.9K (-$5.2K)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares73
Change+73
Value$24.3K
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
INCREASED
Shares72 from 24
Change+48 (+200%)
Value$23.9K (+$15.4K)
Filed 2026-10-29
MB, Levis & Associates, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$23.4K (-$1.6K)
Filed 2026-10-16
Cedar Mountain Advisors, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$23.2K (-$1.6K)
Filed 2026-10-15
Bayforest Capital Ltd
DECREASED
Shares64 from 414
Change-350 (-85%)
Value$21.2K (-$125.4K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares63
Change+63
Value$20.9K
Filed 2026-11-04
Avion Wealth
INCREASED
Shares62 from 61
Change+1 (+2%)
Value$20 (-$1)
Filed 2026-11-04
Bear Mountain Capital, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$21.0K (-$1.5K)
Filed 2026-11-04
Steph & Co
INCREASED
Shares60 from 55
Change+5 (+9%)
Value$19.9K (+$427)
Filed 2026-10-07
Signature Resources Capital Management, LLC
DECREASED
Shares59 from 63
Change-4 (-6%)
Value$19.6K (-$2.7K)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares58 from 118
Change-60 (-51%)
Value$19.2K (-$22.6K)
Filed 2026-10-20
Financial Management Professionals, Inc.
INCREASED
Shares57 from 55
Change+2 (+4%)
Value$18.9K (-$569)
Filed 2026-10-23
Midwest Capital Advisors, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$18.6K (-$1.3K)
Filed 2026-11-04
Abound Wealth Management
INCREASED
Shares55 from 16
Change+39 (+244%)
Value$18.3K (+$12.5K)
Filed 2026-10-26
Eukles Asset Management
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$18.3K (-$1.2K)
Filed 2026-11-04
Bare Financial Services, Inc
INCREASED
Shares54 from 51
Change+3 (+6%)
Value$17.9K (-$147)
Filed 2026-11-04
Atwood & Palmer Inc
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$17.9K (-$1.2K)
Filed 2026-10-08
Burkett Financial Services, LLC
DECREASED
Shares51 from 76
Change-25 (-33%)
Value$17.1K (-$9.9K)
Filed 2026-10-01
Vermillion Wealth Management, Inc.
DECREASED
Shares50 from 105
Change-55 (-52%)
Value$16.6K (-$20.6K)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$16.6K (-$1.1K)
Filed 2026-10-28
Hanson & Doremus Investment Management
INCREASED
Shares49 from 44
Change+5 (+11%)
Value$16 ($0)
Filed 2026-10-16
Albion Financial Group
DECREASED
Shares47 from 120
Change-73 (-61%)
Value$15.5K (-$27.0K)
Filed 2026-10-21
Entrust Financial LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$15.6K (-$1.1K)
Filed 2026-11-04
Aspect Partners, LLC
DECREASED
Shares46 from 52
Change-6 (-12%)
Value$15.3K (-$3.2K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
INCREASED
Shares46 from 42
Change+4 (+10%)
Value$15.3K (+$386)
Filed 2026-11-04
Kennebec Savings Bank
DECREASED
Shares45 from 644
Change-599 (-93%)
Value$14.9K (-$213.2K)
Filed 2026-10-22
Burk Holdings LLC
INCREASED
Shares45 from 19
Change+26 (+137%)
Value$14.9K (+$8.2K)
Filed 2026-11-05
Richardson Financial Services Inc.
INCREASED
Shares45 from 25
Change+20 (+80%)
Value$14.9K (+$6.1K)
Filed 2026-10-30
RHL Group, LLC
DECREASED
Shares45 from 46
Change-1 (-2%)
Value$15.0K (-$1.3K)
Filed 2026-11-04
Fairway Wealth LLC
NEW
Shares43
Change+43
Value$14.3K
Filed 2026-10-30
Bank & Trust Co
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$13.9K (-$941)
Filed 2026-10-07
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares41 from 6
Change+35 (+583%)
Value$13.6K (+$11.5K)
Filed 2026-10-30
Carolina Wealth Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$13.3K (-$897)
Filed 2026-10-23
First Bancorp, Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$13.3K (-$897)
Filed 2026-10-26
Laurel Wealth Advisors LLC
NEW
Shares38
Change+38
Value$12.6K
Filed 2026-10-27
Thompson Investment Management, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$12.6K (-$851)
Filed 2026-10-14
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$12.6K (-$851)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares37 from 8
Change+29 (+363%)
Value$12.3K (+$9.4K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED
Shares37 from 31
Change+6 (+19%)
Value$12.3K (+$1.3K)
Filed 2026-11-03
PFS Partners, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$11.9K (-$750)
Filed 2026-10-21
Next Level Wealth Planning, LLC
NEW
Shares33
Change+33
Value$11.0K
Filed 2026-10-29
Gilpin Wealth Management, LLC
INCREASED
Shares32 from 16
Change+16 (+100%)
Value$10.6K (+$5.0K)
Filed 2026-10-09
Strategic Advocates LLC
DECREASED
Shares32 from 37
Change-5 (-14%)
Value$10.6K (-$2.5K)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
DECREASED
Shares32 from 33
Change-1 (-3%)
Value$10.9K (-$690)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$10.3K (-$1.3K)
Filed 2026-10-09
Advocate Investing Services LLC
DECREASED
Shares30 from 130
Change-100 (-77%)
Value$10.0K (-$36.1K)
Filed 2026-10-26
Concord Wealth Partners
DECREASED
Shares28 from 39
Change-11 (-28%)
Value$9.3K (-$4.5K)
Filed 2026-11-02
Rakuten Securities, Inc.
INCREASED
Shares27 from 20
Change+7 (+35%)
Value$9.0K (+$1.9K)
Filed 2026-11-02
Lodestone Wealth Management LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$9.0K (-$605)
Filed 2026-10-14
Valley National Advisers Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$8.3K (-$560)
Filed 2026-10-23
Tower View Wealth Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$8.3K (-$560)
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$8.0K (-$538)
Filed 2026-10-01
IMG Wealth Management, Inc.
DECREASED
Shares23 from 28
Change-5 (-18%)
Value$7.6K (-$2.3K)
Filed 2026-10-27
Y.D. More Investments Ltd
NEW
Shares22
Change+22
Value$7.3K
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$7.0K (-$471)
Filed 2026-10-07
RMG Wealth Management LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$7.3K (-$965)
Filed 2026-10-26
Byrne Asset Management LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$6.7K (-$431)
Filed 2026-10-06
Vision Financial Markets LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$6.2K (-$532)
Filed 2026-10-22
United Financial Planning Group LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$6.3K (-$426)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares18
Change+18
Value$6.0K
Filed 2026-10-30
Marquette Asset Management, LLC
INCREASED
Shares18 from 15
Change+3 (+20%)
Value$6.0K (+$659)
Filed 2026-10-09
Archer Investment Corp
DECREASED
Shares17 from 40
Change-23 (-57%)
Value$5.8K (-$8.5K)
Filed 2026-11-05
KFG LLC
NEW
Shares16
Change+16
Value$5.3K
Filed 2026-11-02
Monetary Solutions, Ltd
INCREASED
Shares15 from 14
Change+1 (+7%)
Value$5.0K (+$18)
Filed 2026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5.0K (-$337)
Filed 2026-10-14
Elevated Capital Advisors, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$4.6K (-$313)
Filed 2026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$4.3K (-$291)
Filed 2026-10-16
IFS Advisors, LLC
NEW
Shares10
Change+10
Value$3.3K
Filed 2026-10-14
Horizon Financial Services, LLC
INCREASED
Shares10 from 6
Change+4 (+67%)
Value$3.3K (+$1.2K)
Filed 2026-11-04
StrongBox Wealth, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.3K (-$224)
Filed 2026-11-02
Granite FO LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3.0K (-$202)
Filed 2026-10-14
CKW Financial Group
NEW
Shares8
Change+8
Value$3
Filed 2026-10-29
First Pacific Financial
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.7K (-$171)
Filed 2026-10-14
Sawyer & Company, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.7K (-$179)
Filed 2026-10-21
Maseco LLP
NEW
Shares7
Change+7
Value$2.3K
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares7
Change+7
Value$2.3K
Filed 2026-10-19
Sunrise Financial Services, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.3K (-$157)
Filed 2026-10-21
Quaker Wealth Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.3K (-$157)
Filed 2026-10-22
Wolff Wiese Magana LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.0K (-$135)
Filed 2026-10-15
Transce3nd, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.1K (-$182)
Filed 2026-10-26
POM Investment Strategies, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.7K (-$112)
Filed 2026-10-20
Point Nemo Capital, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.7K (-$112)
Filed 2026-11-03
Breakwater Investment Management
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$996 (+$287)
Filed 2026-10-20
Mosley Wealth Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.0K (-$52)
Filed 2026-10-16
Phillip James Consulting Co.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$995 (-$68)
Filed 2026-11-03
Redwood Park Advisors LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$996 (-$67)
Filed 2026-11-02
Hoey Investments, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$664 (-$45)
Filed 2026-10-29
Hurley Capital, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$666 (-$42)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$332 (-$23)
Filed 2026-10-15
McCarley & Cook Financial Planners
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$332 (-$22)
Filed 2026-10-21
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$17
Filed 2026-11-02
Cane Capital Partners, LLC
CLOSED
Shares0 from 3,920
Change-3,920 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-23
O'Domhnaill Enterprises, Inc.
CLOSED
Shares0 from 3,867
Change-3,867 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-29
Renasant Bank
CLOSED
Shares0 from 3,129
Change-3,129 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Burford Brothers, Inc.
CLOSED
Shares0 from 2,951
Change-2,951 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-21
OMC Financial Services LTD
CLOSED
Shares0 from 2,595
Change-2,595 (-100%)
Value$0 (-$919.3K)
Filed 2026-10-19
Carmel Capital Partners, LLC
CLOSED
Shares0 from 2,031
Change-2,031 (-100%)
Value$0 (-$719.5K)
Filed 2026-11-03
KPP Advisory Services LLC
CLOSED
Shares0 from 1,789
Change-1,789 (-100%)
Value$0 (-$633.7K)
Filed 2026-10-26
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,722
Change-1,722 (-100%)
Value$0 (-$610.0K)
Filed 2026-11-03
Roman Butler Fullerton & Co
CLOSED
Shares0 from 1,459
Change-1,459 (-100%)
Value$0 (-$544.0K)
Filed 2026-10-27
Spectrum Asset Management, Inc. (NB )
CLOSED
Shares0 from 1,410
Change-1,410 (-100%)
Value$0 (-$499.5K)
Filed 2026-10-19
Curbstone Financial Management Corp
CLOSED
Shares0 from 1,152
Change-1,152 (-100%)
Value$0 (-$408.1K)
Filed 2026-10-21
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 1,069
Change-1,069 (-100%)
Value$0 (-$378.7K)
Filed 2026-11-02
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$354.2K)
Filed 2026-11-03
Johnson Financial Group, LLC
CLOSED
Shares0 from 945
Change-945 (-100%)
Value$0 (-$334.8K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 937
Change-937 (-100%)
Value$0 (-$332.0K)
Filed 2026-10-21
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 869
Change-869 (-100%)
Value$0 (-$307.8K)
Filed 2026-10-16
Allen Wealth Management, LLC
CLOSED
Shares0 from 832
Change-832 (-100%)
Value$0 (-$294.7K)
Filed 2026-10-29
Legacy Advisors, LLC
CLOSED
Shares0 from 820
Change-820 (-100%)
Value$0 (-$290.5K)
Filed 2026-10-19
Global Assets Advisory, LLC
CLOSED
Shares0 from 793
Change-793 (-100%)
Value$0 (-$287.6K)
Filed 2026-10-28
Sunesis Advisors, LLC
CLOSED
Shares0 from 729
Change-729 (-100%)
Value$0 (-$258.2K)
Filed 2026-10-26
True North Advisors, LLC
CLOSED
Shares0 from 689
Change-689 (-100%)
Value$0 (-$244.1K)
Filed 2026-10-22
Oregon Pacific Wealth Management, LLC
CLOSED
Shares0 from 680
Change-680 (-100%)
Value$0 (-$240.9K)
Filed 2026-10-20
Davidson Trust Co
CLOSED
Shares0 from 679
Change-679 (-100%)
Value$0 (-$240.5K)
Filed 2026-10-09
Tableaux LLC
CLOSED
Shares0 from 668
Change-668 (-100%)
Value$0 (-$236.6K)
Filed 2026-10-23
Missouri Trust & Investment Co
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$249.2K)
Filed 2026-11-04
Strategic Equity Management
CLOSED
Shares0 from 644
Change-644 (-100%)
Value$0 (-$228.3K)
Filed 2026-11-04
North Capital, Inc.
CLOSED
Shares0 from 638
Change-638 (-100%)
Value$0 (-$226.1K)
Filed 2026-10-16
Relyea Zuckerberg Hanson LLC
CLOSED
Shares0 from 635
Change-635 (-100%)
Value$0 (-$224.9K)
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
CLOSED
Shares0 from 631
Change-631 (-100%)
Value$0 (-$223.9K)
Filed 2026-10-28
Sunburst Financial Group, LLC
CLOSED
Shares0 from 628
Change-628 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-09
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 628
Change-628 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-26
Wedge Capital Management L L P
CLOSED
Shares0 from 624
Change-624 (-100%)
Value$0 (-$221.0K)
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 623
Change-623 (-100%)
Value$0 (-$220.7K)
Filed 2026-10-27
Rebalance, LLC
CLOSED
Shares0 from 614
Change-614 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-22
William John Sempolinski
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-20
Praxis Capital Management LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-16
Schwartz Investment Counsel Inc
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-26
Websterrogers Financial Advisors, LLC
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$209.4K)
Filed 2026-11-02
Delta Financial Advisors LLC
CLOSED
Shares0 from 590
Change-590 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-27
Live Oak Private Wealth LLC
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$207.9K)
Filed 2026-11-02
Verus Capital Partners, LLC
CLOSED
Shares0 from 585
Change-585 (-100%)
Value$0 (-$207.1K)
Filed 2026-11-03
TMB Capital Partners, LLC
CLOSED
Shares0 from 583
Change-583 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 582
Change-582 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-28
Grant Private Wealth Management Inc
CLOSED
Shares0 from 577
Change-577 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-19
Sterling Investment Advisors, Ltd.
CLOSED
Shares0 from 577
Change-577 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-27
XY Planning Network, Inc.
CLOSED
Shares0 from 576
Change-576 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-14
E&G Advisors, LLC
CLOSED
Shares0 from 571
Change-571 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-13
Iams Wealth Management, LLC
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-15
Cadinha & Co LLC
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-22
Baldwin Wealth Partners LLC
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-13
O'Keefe Stevens Advisory, Inc.
CLOSED
Shares0 from 567
Change-567 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-09
Eads & Heald Wealth Management
CLOSED
Shares0 from 566
Change-566 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-29
Stone House Investment Management, LLC
CLOSED
Shares0 from 445
Change-445 (-100%)
Value$0 (-$157.7K)
Filed 2026-10-23
Gill Capital Partners, LLC
CLOSED
Shares0 from 427
Change-427 (-100%)
Value$0 (-$151.3K)
Filed 2026-10-13
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$141.7K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 392
Change-392 (-100%)
Value$0 (-$138.9K)
Filed 2026-10-15
Arlington Partners LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$106.3K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 299
Change-299 (-100%)
Value$0 (-$111.6K)
Filed 2026-10-16
NorthAvenue LLC
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$35.9K)
Filed 2026-10-29
Main Street Group, LTD
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$33.3K)
Filed 2026-10-28
TrustBank
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$32.9K)
Filed 2026-10-20
Louisbourg Investments Inc.
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$24.1K)
Filed 2026-10-20
Atlatl Advisers LLC
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$24.1K)
Filed 2026-10-22
Summit Securities Group LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$21.3K)
Filed 2026-11-05
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-26
Whipplewood Advisors, LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-20
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-22
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-21
Navigoe, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1)
Filed 2026-11-04
Kozak & Associates, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$521)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$355)
Filed 2026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$979.6K (+$77.8K)
Filed 2026-10-29
Longview Asset Management, LLC
N/A
Shares— from 27,060,944
Change-27,060,944 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 19,310,609
Change-19,310,609 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 16,670,477
Change-16,670,477 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 13,398,261
Change-13,398,261 (-100%)
Value—
State Street Corp
N/A
Shares— from 11,811,099
Change-11,811,099 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,349,613
Change-7,349,613 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 6,808,241
Change-6,808,241 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 6,220,205
Change-6,220,205 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,283,746
Change-5,283,746 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,440,256
Change-4,440,256 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,326,856
Change-4,326,856 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,298,949
Change-4,298,949 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,140,985
Change-4,140,985 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,101,398
Change-4,101,398 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 3,708,400
Change-3,708,400 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,344,509
Change-3,344,509 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,947,325
Change-2,947,325 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,761,270
Change-2,761,270 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2,315,796
Change-2,315,796 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,095,666
Change-2,095,666 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,911,371
Change-1,911,371 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,836,694
Change-1,836,694 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,673,688
Change-1,673,688 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,609,653
Change-1,609,653 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,467,857
Change-1,467,857 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,427,768
Change-1,427,768 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,425,653
Change-1,425,653 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,248,261
Change-1,248,261 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,242,347
Change-1,242,347 (-100%)
Value—
Bank of New York Mellon Corp
N/A
Shares— from 1,211,250
Change-1,211,250 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,062,295
Change-1,062,295 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,056,617
Change-1,056,617 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,039,208
Change-1,039,208 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 1,034,444
Change-1,034,444 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 915,683
Change-915,683 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 908,555
Change-908,555 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 800,998
Change-800,998 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 759,854
Change-759,854 (-100%)
Value—
National Pension Service
N/A
Shares— from 756,122
Change-756,122 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 699,169
Change-699,169 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 675,358
Change-675,358 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 655,994
Change-655,994 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 649,306
Change-649,306 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 630,777
Change-630,777 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 626,444
Change-626,444 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 598,884
Change-598,884 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 554,957
Change-554,957 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 549,151
Change-549,151 (-100%)
Value—
Barclays PLC
N/A
Shares— from 546,014
Change-546,014 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 519,125
Change-519,125 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 508,202
Change-508,202 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 499,224
Change-499,224 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 499,159
Change-499,159 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 480,692
Change-480,692 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 474,451
Change-474,451 (-100%)
Value—
Thrivent Financial for Lutherans
N/A
Shares— from 469,642
Change-469,642 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 460,415
Change-460,415 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 460,145
Change-460,145 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 457,472
Change-457,472 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 453,829
Change-453,829 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 453,720
Change-453,720 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 435,068
Change-435,068 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 416,438
Change-416,438 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 415,910
Change-415,910 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 415,162
Change-415,162 (-100%)
Value—
Man Group plc
N/A
Shares— from 413,811
Change-413,811 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 403,938
Change-403,938 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 398,338
Change-398,338 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 388,450
Change-388,450 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 378,322
Change-378,322 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 374,728
Change-374,728 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 370,547
Change-370,547 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 362,616
Change-362,616 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 356,870
Change-356,870 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 356,297
Change-356,297 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 337,989
Change-337,989 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 307,152
Change-307,152 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 302,825
Change-302,825 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 296,787
Change-296,787 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 292,289
Change-292,289 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 287,245
Change-287,245 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 285,611
Change-285,611 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 285,248
Change-285,248 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 284,425
Change-284,425 (-100%)
Value—
Blair William & Co
N/A
Shares— from 278,892
Change-278,892 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 269,009
Change-269,009 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 262,449
Change-262,449 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 254,784
Change-254,784 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 228,105
Change-228,105 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 216,819
Change-216,819 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 214,421
Change-214,421 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 204,976
Change-204,976 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 201,630
Change-201,630 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 200,589
Change-200,589 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 198,521
Change-198,521 (-100%)
Value—
&partners
N/A
Shares— from 198,131
Change-198,131 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 196,280
Change-196,280 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 189,130
Change-189,130 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 187,116
Change-187,116 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 183,844
Change-183,844 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 181,235
Change-181,235 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 180,917
Change-180,917 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 177,673
Change-177,673 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 177,200
Change-177,200 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 176,487
Change-176,487 (-100%)
Value—
Amundi
N/A
Shares— from 171,313
Change-171,313 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 169,333
Change-169,333 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 167,096
Change-167,096 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 160,334
Change-160,334 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 159,298
Change-159,298 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 158,245
Change-158,245 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 158,175
Change-158,175 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 154,892
Change-154,892 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 152,055
Change-152,055 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 151,267
Change-151,267 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 150,681
Change-150,681 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 138,917
Change-138,917 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 138,053
Change-138,053 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 136,423
Change-136,423 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 133,684
Change-133,684 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 128,287
Change-128,287 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 128,258
Change-128,258 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 127,385
Change-127,385 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 125,035
Change-125,035 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 123,375
Change-123,375 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 123,281
Change-123,281 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 122,875
Change-122,875 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 121,503
Change-121,503 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 118,262
Change-118,262 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 117,321
Change-117,321 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 116,610
Change-116,610 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 116,582
Change-116,582 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 116,514
Change-116,514 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 116,512
Change-116,512 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 114,800
Change-114,800 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 112,053
Change-112,053 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 109,754
Change-109,754 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 108,884
Change-108,884 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 108,169
Change-108,169 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 104,865
Change-104,865 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 104,006
Change-104,006 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 102,364
Change-102,364 (-100%)
Value—
Florida Trust Wealth Management Co
N/A
Shares— from 102,000
Change-102,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 101,472
Change-101,472 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 101,158
Change-101,158 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 100,061
Change-100,061 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 98,028
Change-98,028 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 96,447
Change-96,447 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 93,118
Change-93,118 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 91,845
Change-91,845 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 91,000
Change-91,000 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 90,201
Change-90,201 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 89,380
Change-89,380 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 88,315
Change-88,315 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 87,924
Change-87,924 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 86,894
Change-86,894 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 85,206
Change-85,206 (-100%)
Value—
Natixis
N/A
Shares— from 82,537
Change-82,537 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 82,373
Change-82,373 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 82,120
Change-82,120 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 79,917
Change-79,917 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 79,329
Change-79,329 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 79,295
Change-79,295 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 78,126
Change-78,126 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 77,814
Change-77,814 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 76,870
Change-76,870 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 76,377
Change-76,377 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 76,026
Change-76,026 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 74,787
Change-74,787 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 72,813
Change-72,813 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 72,282
Change-72,282 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 72,101
Change-72,101 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 70,997
Change-70,997 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 70,636
Change-70,636 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 69,002
Change-69,002 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 68,630
Change-68,630 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 67,665
Change-67,665 (-100%)
Value—
Commerce Bank
N/A
Shares— from 67,601
Change-67,601 (-100%)
Value—
Hendershot Investments Inc.
N/A
Shares— from 67,207
Change-67,207 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 66,370
Change-66,370 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 65,994
Change-65,994 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 65,914
Change-65,914 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 64,977
Change-64,977 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 63,592
Change-63,592 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 63,530
Change-63,530 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 62,857
Change-62,857 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 60,322
Change-60,322 (-100%)
Value—
ING Groep NV
N/A
Shares— from 60,208
Change-60,208 (-100%)
Value—
Distillate Capital Partners LLC
N/A
Shares— from 60,037
Change-60,037 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 58,551
Change-58,551 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 58,104
Change-58,104 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 57,133
Change-57,133 (-100%)
Value—
Fidelity National Financial, Inc.
N/A
Shares— from 56,100
Change-56,100 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 55,686
Change-55,686 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 55,165
Change-55,165 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 55,163
Change-55,163 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 54,039
Change-54,039 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 53,953
Change-53,953 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 52,507
Change-52,507 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 51,193
Change-51,193 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 50,870
Change-50,870 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 50,127
Change-50,127 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 49,103
Change-49,103 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 49,051
Change-49,051 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 48,939
Change-48,939 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 48,372
Change-48,372 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 47,251
Change-47,251 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 46,930
Change-46,930 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 46,554
Change-46,554 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 46,136
Change-46,136 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 45,366
Change-45,366 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,663
Change-44,663 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 44,408
Change-44,408 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 42,991
Change-42,991 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 42,900
Change-42,900 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 42,655
Change-42,655 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 41,005
Change-41,005 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 40,185
Change-40,185 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 39,779
Change-39,779 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 38,987
Change-38,987 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 38,854
Change-38,854 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 38,612
Change-38,612 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 38,306
Change-38,306 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 38,284
Change-38,284 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 38,081
Change-38,081 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 37,878
Change-37,878 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 36,673
Change-36,673 (-100%)
Value—
FIL Ltd
N/A
Shares— from 35,732
Change-35,732 (-100%)
Value—
DRH Investments, Inc.
N/A
Shares— from 35,370
Change-35,370 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 35,169
Change-35,169 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 34,817
Change-34,817 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 34,531
Change-34,531 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 34,018
Change-34,018 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 33,571
Change-33,571 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 33,534
Change-33,534 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 33,178
Change-33,178 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 33,085
Change-33,085 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 32,387
Change-32,387 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 31,878
Change-31,878 (-100%)
Value—
Vaughan David Investments LLC
N/A
Shares— from 31,590
Change-31,590 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 31,331
Change-31,331 (-100%)
Value—
United Bank
N/A
Shares— from 31,183
Change-31,183 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 31,083
Change-31,083 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 30,465
Change-30,465 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 30,345
Change-30,345 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 30,113
Change-30,113 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 29,987
Change-29,987 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 29,966
Change-29,966 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 29,847
Change-29,847 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 29,632
Change-29,632 (-100%)
Value—
Capital World Investors
N/A
Shares— from 29,422
Change-29,422 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 28,738
Change-28,738 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 28,136
Change-28,136 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 27,859
Change-27,859 (-100%)
Value—
Troluce Capital Advisors LLC
N/A
Shares— from 27,250
Change-27,250 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 27,180
Change-27,180 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 26,884
Change-26,884 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 26,810
Change-26,810 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 26,703
Change-26,703 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 26,373
Change-26,373 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 25,951
Change-25,951 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 25,757
Change-25,757 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 25,734
Change-25,734 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 25,620
Change-25,620 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 25,075
Change-25,075 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 24,947
Change-24,947 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 24,718
Change-24,718 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,653
Change-24,653 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 24,423
Change-24,423 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 24,395
Change-24,395 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 23,999
Change-23,999 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 23,699
Change-23,699 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 23,678
Change-23,678 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 23,634
Change-23,634 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 22,438
Change-22,438 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 22,361
Change-22,361 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 22,334
Change-22,334 (-100%)
Value—
Central Trust Co
N/A
Shares— from 22,328
Change-22,328 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 22,212
Change-22,212 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 21,945
Change-21,945 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 21,580
Change-21,580 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 21,045
Change-21,045 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 20,943
Change-20,943 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 20,576
Change-20,576 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 20,551
Change-20,551 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Machina Capital S.A.S.
N/A
Shares— from 20,149
Change-20,149 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 20,137
Change-20,137 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 20,133
Change-20,133 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 20,053
Change-20,053 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 19,871
Change-19,871 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 19,618
Change-19,618 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 19,392
Change-19,392 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 19,370
Change-19,370 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 19,312
Change-19,312 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 19,299
Change-19,299 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 19,229
Change-19,229 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 18,907
Change-18,907 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,894
Change-18,894 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 18,483
Change-18,483 (-100%)
Value—
Allstate Corp
N/A
Shares— from 18,185
Change-18,185 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 18,184
Change-18,184 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 17,694
Change-17,694 (-100%)
Value—
Stephens Inc
N/A
Shares— from 17,494
Change-17,494 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 17,452
Change-17,452 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,369
Change-17,369 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 17,309
Change-17,309 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 17,292
Change-17,292 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 16,888
Change-16,888 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 16,825
Change-16,825 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,783
Change-16,783 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 16,762
Change-16,762 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 16,733
Change-16,733 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 15,976
Change-15,976 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 15,953
Change-15,953 (-100%)
Value—
Marks Group Wealth Management, Inc
N/A
Shares— from 15,557
Change-15,557 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 15,196
Change-15,196 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 15,193
Change-15,193 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 14,943
Change-14,943 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,763
Change-14,763 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 14,696
Change-14,696 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 14,670
Change-14,670 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 14,508
Change-14,508 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 14,322
Change-14,322 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 14,157
Change-14,157 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 14,095
Change-14,095 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 13,949
Change-13,949 (-100%)
Value—
Maryland State Retirement & Pension System
N/A
Shares— from 13,771
Change-13,771 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 13,672
Change-13,672 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 13,613
Change-13,613 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 13,509
Change-13,509 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,269
Change-13,269 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 13,160
Change-13,160 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 13,003
Change-13,003 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 12,891
Change-12,891 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 12,789
Change-12,789 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,773
Change-12,773 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 12,693
Change-12,693 (-100%)
Value—
New Mexico Educational Retirement Board
N/A
Shares— from 12,614
Change-12,614 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 12,582
Change-12,582 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 12,579
Change-12,579 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,538
Change-12,538 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 12,401
Change-12,401 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 12,369
Change-12,369 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,997
Change-11,997 (-100%)
Value—
LBP AM SA
N/A
Shares— from 11,902
Change-11,902 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 11,886
Change-11,886 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 11,706
Change-11,706 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,702
Change-11,702 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 11,669
Change-11,669 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,596
Change-11,596 (-100%)
Value—
Linscomb Wealth, Inc.
N/A
Shares— from 11,318
Change-11,318 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 11,260
Change-11,260 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 11,241
Change-11,241 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 11,205
Change-11,205 (-100%)
Value—
Prudential PLC
N/A
Shares— from 11,161
Change-11,161 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 10,977
Change-10,977 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 10,933
Change-10,933 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 10,726
Change-10,726 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,650
Change-10,650 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,534
Change-10,534 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 10,368
Change-10,368 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 10,329
Change-10,329 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,227
Change-10,227 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,177
Change-10,177 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,734
Change-9,734 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,723
Change-9,723 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 9,631
Change-9,631 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 9,566
Change-9,566 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 9,528
Change-9,528 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 9,495
Change-9,495 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 9,425
Change-9,425 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 9,360
Change-9,360 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 9,324
Change-9,324 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 9,315
Change-9,315 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 9,264
Change-9,264 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 9,252
Change-9,252 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 9,230
Change-9,230 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 9,210
Change-9,210 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 9,095
Change-9,095 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,060
Change-9,060 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,977
Change-8,977 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 8,910
Change-8,910 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,901
Change-8,901 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 8,861
Change-8,861 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,598
Change-8,598 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 8,451
Change-8,451 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 8,425
Change-8,425 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,420
Change-8,420 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 8,389
Change-8,389 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 8,342
Change-8,342 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 8,301
Change-8,301 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 8,223
Change-8,223 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 8,138
Change-8,138 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 8,137
Change-8,137 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,046
Change-8,046 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 7,836
Change-7,836 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 7,825
Change-7,825 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 7,811
Change-7,811 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 7,721
Change-7,721 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 7,645
Change-7,645 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 7,597
Change-7,597 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,488
Change-7,488 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 7,456
Change-7,456 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,416
Change-7,416 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 7,385
Change-7,385 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 7,355
Change-7,355 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 7,314
Change-7,314 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 7,164
Change-7,164 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 7,158
Change-7,158 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 7,153
Change-7,153 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
United Bank
N/A
Shares— from 7,125
Change-7,125 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 7,122
Change-7,122 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 7,063
Change-7,063 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 7,030
Change-7,030 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,025
Change-7,025 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 6,932
Change-6,932 (-100%)
Value—
ARS Investment Partners, LLC
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 6,857
Change-6,857 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 6,780
Change-6,780 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 6,761
Change-6,761 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 6,612
Change-6,612 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 6,557
Change-6,557 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 6,454
Change-6,454 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,376
Change-6,376 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 6,257
Change-6,257 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 6,221
Change-6,221 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 6,192
Change-6,192 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 6,191
Change-6,191 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 6,121
Change-6,121 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,017
Change-6,017 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 5,963
Change-5,963 (-100%)
Value—
Simmons Bank
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 5,916
Change-5,916 (-100%)
Value—
Altman Advisors, Inc.
N/A
Shares— from 5,891
Change-5,891 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,692
Change-5,692 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,389
Change-5,389 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 5,272
Change-5,272 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 5,212
Change-5,212 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 5,061
Change-5,061 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Aviva PLC
N/A
Shares— from 4,879
Change-4,879 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 4,740
Change-4,740 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 4,679
Change-4,679 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
Croban
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 4,551
Change-4,551 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 4,535
Change-4,535 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 4,453
Change-4,453 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 4,305
Change-4,305 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 4,164
Change-4,164 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,919
Change-3,919 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,879
Change-3,879 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 3,874
Change-3,874 (-100%)
Value—
Paradigm Asset Management Co LLC
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Three Bridge Wealth Advisors, LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 3,569
Change-3,569 (-100%)
Value—
Commons Capital, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
NBH Bank
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 3,077
Change-3,077 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Allianz SE
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 2,928
Change-2,928 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 2,735
Change-2,735 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Kennondale Capital Management LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,637
Change-2,637 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Rogco, LP
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
WBI Investments, LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
TritonPoint Partners, LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Oarsman Capital, Inc.
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
CSS LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Ames National Corp
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Naples Global Advisors, LLC
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Legacy Trust
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Univest Financial Corp
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Bingham Private Wealth, LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 987
Change-987 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 955
Change-955 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 951
Change-951 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 950
Change-950 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 920
Change-920 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 911
Change-911 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 910
Change-910 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 878
Change-878 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 873
Change-873 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 866
Change-866 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 849
Change-849 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 845
Change-845 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 827
Change-827 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 818
Change-818 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 816
Change-816 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 815
Change-815 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 814
Change-814 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Acorn Creek Capital LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 792
Change-792 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 791
Change-791 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 771
Change-771 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 770
Change-770 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 763
Change-763 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 759
Change-759 (-100%)
Value—
Brady Martz Wealth Solutions, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Calydon Capital
N/A
Shares— from 749
Change-749 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 744
Change-744 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 736
Change-736 (-100%)
Value—
FDx Advisors, Inc.
N/A
Shares— from 733
Change-733 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 733
Change-733 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 723
Change-723 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 713
Change-713 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 709
Change-709 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 698
Change-698 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 697
Change-697 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 695
Change-695 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 688
Change-688 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 687
Change-687 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 672
Change-672 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 670
Change-670 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 667
Change-667 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 664
Change-664 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 660
Change-660 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 656
Change-656 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 654
Change-654 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 652
Change-652 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 639
Change-639 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 626
Change-626 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 624
Change-624 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 623
Change-623 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 617
Change-617 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 617
Change-617 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Thompson Siegel & Walmsley LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 598
Change-598 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 597
Change-597 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 577
Change-577 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 576
Change-576 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 573
Change-573 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 562
Change-562 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 547
Change-547 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 508
Change-508 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Motco
N/A
Shares— from 480
Change-480 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 473
Change-473 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 442
Change-442 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 442
Change-442 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 431
Change-431 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 430
Change-430 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 419
Change-419 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
EFG International AG
N/A
Shares— from 365
Change-365 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 363
Change-363 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 331
Change-331 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 321
Change-321 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Bayban
N/A
Shares— from 304
Change-304 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 284
Change-284 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 280
Change-280 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 269
Change-269 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 266
Change-266 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 263
Change-263 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 262
Change-262 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 232
Change-232 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 217
Change-217 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 217
Change-217 (-100%)
Value—
Obsidian CIO, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 185
Change-185 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 184
Change-184 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 183
Change-183 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 175
Change-175 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 159
Change-159 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 150
Change-150 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 145
Change-145 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 138
Change-138 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 134
Change-134 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 121
Change-121 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 104
Change-104 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 101
Change-101 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 97
Change-97 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
William B. Walkup & Associates, Inc.
N/A
Shares— from 84
Change-84 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 66
Change-66 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 65
Change-65 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 63
Change-63 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 52
Change-52 (-100%)
Value—
NCP Inc.
N/A
Shares— from 48
Change-48 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 42
Change-42 (-100%)
Value—
10Elms LLP
N/A
Shares— from 41
Change-41 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Valued Wealth Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 20
Change-20 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 19
Change-19 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 18
Change-18 (-100%)
Value—
Collier Financial
N/A
Shares— from 16
Change-16 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 9
Change-9 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Quarry LP
N/A
Shares— from 7
Change-7 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 6
Change-6 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 6
Change-6 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Sanders Capital, LLC
INCREASED3,555,7083,546,156+9,552+0%$1.3B$1.2B-$76.3M2026-11-02
Dimensional Fund Advisors LP
DECREASED1,609,0261,612,968-3,9420%$571.4M$533.9M-$37.5M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED664,090635,112+28,978+5%$225.0M$220.4M-$4.6M2026-11-05
Bahl & Gaynor LLC
DECREASED569,786578,479-8,693-1%$204.9M$189.1M-$15.8M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED538,036557,713-19,677-4%$197.6M$178.5M-$19.0M2026-10-29
ProShare Advisors LLC
DECREASED485,2641,076,752-591,488-55%$381.4M$161.0M-$220.4M2026-10-29
Citigroup Inc
INCREASED425,537381,322+44,215+12%$135.1M$141.2M+$6.1M2026-11-04
Markel Group Inc.
UNCHANGED391,000391,00000%$138.5M$129.7M-$8.8M2026-10-30
Principal Financial Group Inc
DECREASED283,372309,375-26,003-8%$109.6M$94.0M-$15.6M2026-11-02
Truist Financial Corp
DECREASED277,024280,389-3,365-1%$99.3M$91.9M-$7.4M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED270,923194,637+76,286+39%$57.5M$74.7M+$17.2M2026-10-13
DekaBank Deutsche Girozentrale
NEW241,833—+241,833——$81.0M—2026-10-27
New York State Teachers Retirement System
DECREASED204,109212,507-8,398-4%$75.3M$67.7M-$7.5M2026-10-22
Robeco Institutional Asset Management B.V.
DECREASED187,769197,888-10,119-5%$70.1M$62.3M-$7.8M2026-10-20
Saratoga Research & Investment Management
DECREASED174,725180,394-5,669-3%$63.9M$58.0M-$5.9M2026-10-16
Creative Planning
INCREASED139,698118,949+20,749+17%$42.1M$46.4M+$4.2M2026-11-02
Regions Financial Corp
DECREASED137,286140,223-2,937-2%$49.7M$45.6M-$4.1M2026-11-05
Virginia Retirement Systems ET Al
DECREASED136,200141,280-5,080-4%$50.0M$45.2M-$4.9M2026-10-28
Vest Financial, LLC
DECREASED132,492150,223-17,731-12%$53.2M$44.0M-$9.3M2026-10-21
Smith Chas P & Associates PA Cpas
INCREASED124,898124,790+108+0%$44.2M$43.0M-$1.2M2026-10-22
Randolph Co Inc
INCREASED123,192123,095+97+0%$43.6M$40.9M-$2.7M2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED121,586101,638+19,948+20%$36.9M$40.5M+$3.6M2026-11-04
Commonwealth Equity Services, LLC
DECREASED117,660128,460-10,800-8%$45.5M$39.0M-$6.5M2026-11-02
TD Waterhouse Canada Inc.
INCREASED116,323112,668+3,655+3%$40.9M$38.7M-$2.2M2026-10-16
Oppenheimer Asset Management Inc.
DECREASED114,562116,358-1,796-2%$41.2M$38.0M-$3.2M2026-10-27
Pzena Investment Management LLC
INCREASED110,729108,574+2,155+2%$38.5M$36.7M-$1.7M2026-10-30
Assetmark, Inc
DECREASED106,099124,822-18,723-15%$44.2M$35.2M-$9.0M2026-10-21
Conning Inc.
DECREASED105,205108,165-2,960-3%$38.3M$34.9M-$3.4M2026-10-27
CIBC Asset Management Inc
INCREASED103,592101,742+1,850+2%$36.0M$34.4M-$1.7M2026-11-05
Kornitzer Capital Management Inc
DECREASED100,558101,666-1,108-1%$36.0M$33.4M-$2.6M2026-11-03
Asset Management One Co., Ltd.
INCREASED97,63595,295+2,340+2%$33.8M$32.4M-$1.4M2026-10-27
Kestra Advisory Services, LLC
INCREASED90,73986,635+4,104+5%$30.7M$30.1M-$579.9K2026-11-02
Roffman Miller Associates Inc
INCREASED89,74588,480+1,265+1%$31.3M$29.8M-$1.6M2026-10-19
Mirae Asset Global Investments Co., Ltd.
INCREASED88,80282,635+6,167+7%$29.3M$29.5M+$194.5K2026-11-03
Nisa Investment Advisors, LLC
DECREASED86,18686,833-647-1%$30.8M$28.6M-$2.2M2026-10-20
Lido Advisors, LLC
INCREASED85,56177,906+7,655+10%$27.6M$28.4M+$794.2K2026-11-04
D.A. Davidson & Co.
DECREASED79,40079,858-458-1%$28.3M$26.3M-$1.9M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED78,89687,206-8,310-10%$30.9M$26.2M-$4.7M2026-11-02
Retirement Planning Group, LLC
INCREASED78,8172,386+76,431+3203%$845.1K$26.2M+$25.3M2026-10-19
State of New Jersey Common Pension Fund D
UNCHANGED73,62173,62100%$26.1M$24.4M-$1.6M2026-11-05
Czech National Bank
INCREASED72,96372,247+716+1%$25.6M$24.2M-$1.4M2026-10-13
Arbejdsmarkedets Tillaegspension
DECREASED70,04081,520-11,480-14%$28.9M$23.2M-$5.6M2026-10-30
Swiss Life Asset Management Ltd
INCREASED67,81639,383+28,433+72%$14.0M$22.5M+$8.6M2026-11-03
Professional Advisory Services Inc
DECREASED66,04867,028-980-1%$23.7K$21.9M+$21.9M2026-10-08
Kestra Private Wealth Services, LLC
DECREASED64,56564,961-396-1%$23.0M$21.4M-$1.6M2026-10-30
State of Michigan Retirement System
DECREASED63,81265,012-1,200-2%$23.0M$21.2M-$1.9M2026-10-27
MacKenzie Financial Corp
INCREASED63,79562,010+1,785+3%$22.0M$21.2M-$797.3K2026-11-02
Arizona State Retirement System
DECREASED63,77363,882-1090%$22.6M$21.2M-$1.5M2026-11-03
Oakworth Capital, Inc.
DECREASED59,48959,892-403-1%$21.4M$19.7M-$1.7M2026-10-26
Henshaw Capital LLC
UNCHANGED59,00059,00000%$20.9M$19.6M-$1.3M2026-11-03
Confluence Investment Management LLC
DECREASED58,39865,990-7,592-11%$23.4M$19.4M-$4.0M2026-10-01
Edgemoor Investment Advisors, Inc.
DECREASED57,41657,714-298-1%$20.4M$19.1M-$1.4M2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED56,65757,760-1,103-2%$20.5M$18.8M-$1.7M2026-10-19
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED56,10456,062+42+0%$19.9M$18.6M-$1.2M2026-11-03
Vontobel Holding Ltd.
DECREASED53,74854,446-698-1%$19.3M$17.8M-$1.5M2026-10-16
Retirement Systems of Alabama
DECREASED53,25453,323-690%$18.9M$17.7M-$1.2M2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED53,0713,624+49,447+1364%$1.3M$17.6M+$16.3M2026-10-16
Xponance LLC
INCREASED51,80247,785+4,017+8%$16.9M$17.2M+$262.1K2026-11-03
Willis Investment Counsel
DECREASED51,50066,500-15,000-23%$23.6M$17.1M-$6.5M2026-10-20
Edge Wealth Management LLC
INCREASED50,09650,085+11+0%$17.7M$16.6M-$1.1M2026-10-13
HB Wealth Management, LLC
INCREASED49,38846,647+2,741+6%$16.5M$16.4M-$136.2K2026-10-23
Neos Investment Management LLC
INCREASED47,63341,340+6,293+15%$14.6M$15.8M+$1.2M2026-11-04
Cullen T Bankers, Inc.
INCREASED47,37543,817+3,558+8%$15.5M$15.7M+$198.8K2026-10-28
Polaris Capital Management, LLC
DECREASED47,22749,927-2,700-5%$17.7M$15.7M-$2.0M2026-10-21
Abner Herrman & Brock LLC
NEW47,064—+47,064——$15.6M—2026-10-20
Busey Bank
DECREASED46,51347,034-521-1%$16.7M$15.4M-$1.2M2026-10-26
U S Global Investors Inc
DECREASED45,82646,295-469-1%$16.4M$15.2M-$1.2M2026-10-22
Harel Insurance Investments & Financial Services Ltd.
DECREASED45,10450,397-5,293-10%$17.9M$15.0M-$2.9M2026-11-02
Amalgamated Bank
DECREASED45,02546,283-1,258-3%$16.4M$14.9M-$1.5M2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED44,50241,305+3,197+8%$15.5M$14.7M-$791.6K2026-10-13
Daiwa Securities Group Inc.
INCREASED44,35743,670+687+2%$15.5M$14.7M-$750.7K2026-10-29
Rakuten Investment Management, Inc.
INCREASED44,01440,157+3,857+10%$14.0M$14.6M+$650.2K2026-10-30
Pictet Asset Management Holding SA
DECREASED43,70446,923-3,219-7%$16.6M$14.5M-$2.1M2026-11-03
Calamos Advisors LLC
INCREASED42,67541,812+863+2%$14.8M$14.2M-$650.6K2026-11-02
Strs Ohio
DECREASED42,24146,983-4,742-10%$16.6M$14.0M-$2.6M2026-10-30
Weybosset Research & Management LLC
DECREASED41,37941,964-585-1%$14.9M$13.7M-$1.1M2026-10-19
Palisade Asset Management, LLC
DECREASED41,10543,126-2,021-5%$15.3M$13.6M-$1.6M2026-11-03
Fulton Breakefield Broenniman LLC
DECREASED39,82440,420-596-1%$14.3M$13.2M-$1.1M2026-11-03
Atria Investments, Inc
INCREASED39,18634,476+4,710+14%$12.2M$13.0M+$790.2K2026-10-15
Crossmark Global Holdings, Inc.
DECREASED39,17340,059-886-2%$14.2M$13.0M-$1.2M2026-10-21
Thomas Story & SON LLC
INCREASED39,01539,010+5+0%$13.8M$12.9M-$872.6K2026-10-13
Narwhal Capital Management
DECREASED38,46438,504-400%$13.6M$12.8M-$876.1K2026-11-04
Pinnacle Associates LTD
DECREASED38,18838,510-322-1%$13.6M$12.7M-$969.6K2026-10-20
Yousif Capital Management, LLC
DECREASED37,65441,701-4,047-10%$14.8M$12.5M-$2.3M2026-10-22
Evergreen Capital Management LLC
DECREASED35,97842,003-6,025-14%$14.9M$11.9M-$2.9M2026-10-23
New York Life Investment Management LLC
DECREASED35,25035,292-420%$12.5M$11.7M-$804.8K2026-11-04
CX Institutional
INCREASED34,87314,532+20,341+140%$5.1K$11.6K+$6.4K2026-10-02
Allen Investment Management, LLC
UNCHANGED34,52334,52300%$12.2M$11.5M-$773.7K2026-11-03
Oppenheimer & Co Inc
DECREASED34,11335,328-1,215-3%$12.5M$11.3M-$1.2M2026-10-26
Richard C. Young & Co., Ltd.
DECREASED33,85135,046-1,195-3%$12.4M$11.2M-$1.2M2026-11-04
American National Bank & Trust
DECREASED33,31135,618-2,307-6%$12.6M$11.1M-$1.6M2026-10-07
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED33,30732,932+375+1%$11.7M$11.1M-$613.6K2026-10-20
Mattern Capital Management, LLC
DECREASED32,92633,512-586-2%$11.9M$10.9M-$945.5K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED32,83430,101+2,733+9%$10.7M$10.9M+$232.1K2026-10-16
Davenport & Co LLC
DECREASED32,75432,808-540%$11.6M$10.9M-$746.4K2026-10-14
Running Oak Capital LLC
INCREASED32,27431,698+576+2%$11.2M$10.7M-$519.2K2026-11-04
Weatherly Asset Management L. P.
DECREASED31,86031,948-880%$11.3M$10.6M-$745.1K2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED31,62524,755+6,870+28%$8.8M$10.5M+$1.7M2026-10-13
SEB Asset Management AB
INCREASED31,60421,191+10,413+49%$7.5M$10.5M+$3.0M2026-11-04
Oregon Public Employees Retirement Fund
INCREASED31,22031,203+17+0%$11.1M$10.4M-$693.6K2026-10-30
Nixon Peabody Trust Co
INCREASED31,16131,053+108+0%$11.0M$10.3M-$660.1K2026-10-23
UniSuper Management Pty Ltd
INCREASED31,01427,414+3,600+13%$9.7M$10.3M+$580.2K2026-10-26
State of Alaska, Department of Revenue
DECREASED29,47530,290-815-3%$10.7M$9.8M-$948.0K2026-10-15
Toth Financial Advisory Corp
DECREASED29,32329,333-100%$10.4M$9.7M-$660.4K2026-10-08
Bokf, NA
INCREASED28,80427,674+1,130+4%$9.8M$9.6M-$245.2K2026-10-27
Apella Capital, LLC
INCREASED28,49627,919+577+2%$10.5M$9.3M-$1.2M2026-10-08
Cullen Investment Group, Ltd.
DECREASED26,55529,859-3,304-11%$10.6M$8.9M-$1.7M2026-10-13
Moran Wealth Management, LLC
DECREASED26,48526,489-40%$9.4M$8.8M-$594.9K2026-10-22
Strategy Asset Managers LLC
DECREASED26,33026,588-258-1%$9.4M$8.7M-$681.6K2026-10-14
Mutual of America Capital Management LLC
DECREASED25,94626,129-183-1%$9.3M$8.6M-$646.3K2026-10-23
Eliot Finkel Investment Counsel, LLC
DECREASED25,66225,669-70%$9.1M$8.5M-$577.6K2026-11-03
Capital City Trust Co
INCREASED25,13325,115+18+0%$8.9M$8.3M-$556.9K2026-10-22
GHP Investment Advisors, Inc.
INCREASED24,96724,787+180+1%$8.8M$8.3M-$495.5K2026-10-15
Apollon Wealth Management, LLC
INCREASED24,89322,487+2,406+11%$8.0M$8.3M+$294.5K2026-10-23
Community Bank & Trust, Waco, Texas
INCREASED24,79821,979+2,819+13%$7.8M$8.2M+$443.0K2026-10-19
Prospera Financial Services Inc
INCREASED24,54910,270+14,279+139%$3.6M$9.2M+$5.5M2026-11-04
Principle Wealth Partners LLC
DECREASED24,41124,875-464-2%$8.8M$8.1M-$711.1K2026-11-02
First National Trust Co
INCREASED24,40023,707+693+3%$8.4M$8.1M-$301.3K2026-10-28
Tompkins Financial Corp
DECREASED24,00524,508-503-2%$8.7M$8.0M-$716.1K2026-10-05
Wespac Advisors SoCal, LLC
INCREASED23,97023,054+916+4%$8.2M$8.0M-$212.9K2026-10-13
Perennial Advisors, LLC
DECREASED23,83724,554-717-3%$8.7M$7.9M-$788.2K2026-10-13
Wedbush Securities Inc
INCREASED23,50223,389+113+0%$8.3M$7.8M-$486.0K2026-10-22
CoreCap Advisors, LLC
INCREASED23,32221,047+2,275+11%$7.5M$7.7M+$283.4K2026-10-08
Greatmark Investment Partners, Inc.
DECREASED23,17923,254-750%$8.2M$7.7M-$546.0K2026-10-28
Vise Technologies, Inc.
INCREASED22,76821,368+1,400+7%$7.6M$7.6M-$14.3K2026-10-29
Founders Capital Management, LLC
DECREASED22,30622,646-340-1%$8.0M$7.4M-$620.3K2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED22,02221,189+833+4%$7.5M$7.3M-$198.6K2026-10-16
Farther Finance Advisors, LLC
INCREASED21,71821,115+603+3%$7.5M$7.2M-$269.9K2026-10-08
Financial & Tax Architects, LLC
INCREASED21,59821,513+85+0%$7.6M$7.2M-$454.1K2026-10-15
Studio Investment Management LLC
DECREASED21,58721,920-333-2%$7.8M$7.2M-$601.7K2026-10-22
Martin Capital Partners, LLC
DECREASED21,00821,140-132-1%$7.5M$7.0M-$517.5K2026-10-07
Soltis Investment Advisors LLC
INCREASED20,94919,136+1,813+9%$6.8M$7.0M+$172.8K2026-10-28
IFM Investors Pty Ltd
INCREASED20,84620,126+720+4%$7.1M$6.9M-$212.1K2026-10-14
Advisory Resource Group
INCREASED20,65519,486+1,169+6%$6.9M$6.9M-$48.7K2026-10-26
WoodTrust Financial Corp
DECREASED20,57020,904-334-2%$7.4M$6.8M-$579.0K2026-10-09
Private Management Group Inc
INCREASED20,39420,384+10+0%$7.2M$6.8M-$453.5K2026-11-04
Bfsg, LLC
DECREASED20,25520,428-173-1%$7.2M$6.7M-$515.2K2026-10-30
Canal Insurance Co
UNCHANGED20,00020,00000%$7.1M$6.6M-$448.0K2026-10-20
NBT Bank, N.A.
INCREASED19,64919,472+177+1%$6.9M$6.5M-$377.6K2026-10-21
KCM Investment Advisors LLC
INCREASED19,57519,490+85+0%$6.9M$6.5M-$408.6K2026-10-27
Woodley Farra Manion Portfolio Management Inc
INCREASED19,28618,222+1,064+6%$6.5M$6.4M-$55.3K2026-11-05
Procyon Advisors, LLC
INCREASED18,7795,590+13,189+236%$2.0M$6.2M+$4.3M2026-10-21
Exchange Traded Concepts, LLC
DECREASED18,33247,869-29,537-62%$17.0M$6.1M-$10.9M2026-10-28
Alkeme Wealth, LLC
DECREASED18,01818,255-237-1%$6.5M$6.0M-$487.8K2026-10-08
Leelyn Smith, LLC
INCREASED17,94117,931+10+0%$6.4M$6.0M-$398.4K2026-11-03
Stonebridge Financial Group, LLC
INCREASED17,83917,421+418+2%$6.2M$5.9M-$251.7K2026-10-01
Woodmont Investment Counsel LLC
INCREASED17,62917,078+551+3%$6.0M$5.8M-$199.9K2026-10-29
Keybank National Association
DECREASED17,58218,149-567-3%$6.4M$5.8M-$594.8K2026-11-04
Unison Advisors LLC
INCREASED17,49717,425+72+0%$6.2M$5.8M-$366.6K2026-10-29
Stenger Family Office, LLC
INCREASED17,3388,773+8,565+98%$3.1M$5.8M+$2.7M2026-10-22
Rockline Wealth Management, LLC
DECREASED17,22817,445-217-1%$6.2M$5.7M-$463.0K2026-10-26
NovaPoint Capital, LLC
DECREASED16,75617,403-647-4%$6.2M$5.6M-$604.9K2026-10-22
Park Avenue Securities LLC
INCREASED16,64014,865+1,775+12%$5.3M$5.5M+$256.0K2026-10-26
Trust Co of Toledo NA
INCREASED16,59016,487+103+1%$5.8M$5.5M-$335.3K2026-10-16
Ag2r LA Mondiale Gestion D'actifs
INCREASED16,48813,448+3,040+23%$4.8M$5.5M+$707.4K2026-10-26
Alps Advisors Inc
INCREASED16,42114,351+2,070+14%$5.1M$5.4M+$365.3K2026-11-03
Sky Investment Group LLC
INCREASED15,59715,030+567+4%$5.3M$5.2M-$148.7K2026-10-30
Sterling Capital Management LLC
INCREASED15,3814,606+10,775+234%$1.6M$5.1M+$3.5M2026-10-22
Westover Capital Advisors, LLC
INCREASED15,26814,451+817+6%$5.1M$5.1M-$52.7K2026-10-26
Somerset Trust Co
DECREASED14,99815,295-297-2%$5.4M$5.0M-$441.3K2026-10-13
Northcape Wealth Management, LLC
DECREASED14,87915,163-284-2%$5.4M$4.9M-$433.8K2026-11-04
Valley Wealth Managers, Inc.
INCREASED14,67814,572+106+1%$5.2M$4.9M-$291.4K2026-10-09
Strategic Blueprint, LLC
INCREASED14,56114,404+157+1%$5.1M$4.8M-$270.7K2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED14,54513,293+1,252+9%$4.7M$4.8M+$117.5K2026-10-21
Global Wealth Management Investment Advisory, Inc.
INCREASED14,16013,862+298+2%$4.9M$4.7M-$211.8K2026-11-04
Brookstone Capital Management
DECREASED13,84015,073-1,233-8%$5.3M$4.6M-$747.0K2026-10-22
Hartford Investment Management Co
DECREASED13,60814,035-427-3%$5.0M$4.5M-$456.2K2026-11-04
Rossmore Private Capital
INCREASED13,56812,943+625+5%$4.6M$4.5M-$82.7K2026-10-27
PFG Advisors
INCREASED13,48513,328+157+1%$4.7M$4.5M-$246.5K2026-10-16
Brady Family Wealth, LLC
DECREASED13,10213,678-576-4%$4.8M$4.3M-$497.6K2026-11-02
Brighton Jones LLC
INCREASED13,02510,451+2,574+25%$3.7M$4.3M+$619.9K2026-11-03
Oak Thistle LLC
NEW13,022—+13,022——$4.3M—2026-10-21
Burney Co/
DECREASED12,97813,198-220-2%$4.7M$4.3M-$368.5K2026-10-15
Murphy Pohlad Asset Management LLC
DECREASED12,97413,034-600%$4.6M$4.3M-$312.0K2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED12,51912,374+145+1%$4.4M$4.2M-$229.4K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED12,51212,370+142+1%$4.4M$4.2M-$230.1K2026-10-23
Louisiana State Employees Retirement System
DECREASED12,50013,000-500-4%$4.6M$4.1M-$457.2K2026-10-20
Citizens Financial Group Inc
INCREASED12,3937,832+4,561+58%$2.8M$4.1M+$1.3M2026-10-23
Ethic Inc.
INCREASED12,26811,555+713+6%$4.1M$4.1M-$22.5K2026-11-03
Archford Capital Strategies, LLC
INCREASED12,26110,407+1,854+18%$3.7M$4.1M+$382.0K2026-10-19
Birch Financial Group, LLC
INCREASED12,25212,251+1+0%$4.3M$4.1M-$274.5K2026-10-27
Gold Investment Management Ltd.
INCREASED12,08511,024+1,061+10%$3.9M$4.0M+$105.0K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED12,06112,347-286-2%$4.4M$4.0M-$371.5K2026-11-05
Glenview Trust Co
DECREASED11,93212,033-101-1%$4.3M$4.0M-$303.2K2026-10-28
Mission Wealth Management, LP
DECREASED11,86815,929-4,061-25%$5.6M$3.9M-$1.7M2026-10-15
Perigon Wealth Management, LLC
DECREASED11,79013,527-1,737-13%$4.8M$3.9M-$879.7K2026-10-22
IFP Advisors, Inc
INCREASED11,7509,097+2,653+29%$3.2M$3.9M+$676.5K2026-10-16
Chicago Partners Investment Group LLC
INCREASED11,5888,765+2,823+32%$3.3M$4.0M+$702.1K2026-10-27
Watchman Group, Inc.
DECREASED11,43311,986-553-5%$4.2M$3.8M-$452.1K2026-10-16
Brown Miller Wealth Management, LLC
INCREASED11,3508,972+2,378+27%$3.2M$3.8M+$587.8K2026-11-02
Trilogy Capital Inc.
INCREASED11,17211,130+42+0%$3.9M$3.7M-$235.4K2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED11,09210,504+588+6%$3.7M$3.7M-$40.3K2026-10-14
Investment Research & Advisory Group, Inc.
DECREASED11,07811,352-274-2%$4.0M$3.7M-$341.5K2026-10-19
Delta Capital Management LLC
INCREASED11,05510,605+450+4%$3.8K$3.7M+$3.7M2026-10-16
AlphaCore Capital LLC
INCREASED10,8866,236+4,650+75%$2.2M$3.6M+$1.4M2026-11-04
Diversify Wealth Management, LLC
DECREASED10,86911,186-317-3%$4.4M$3.7M-$689.5K2026-10-20
Diversify Advisory Services, LLC
DECREASED10,86911,186-317-3%$4.4M$3.7M-$689.5K2026-10-20
Park National Corp
DECREASED10,73911,025-286-3%$3.9M$3.6M-$342.0K2026-10-05
First Business Financial Services, Inc.
INCREASED10,69810,301+397+4%$3.6M$3.5M-$99.1K2026-10-29
Themes Management Co LLC
INCREASED10,67710,277+400+4%$3.6M$3.5M-$97.6K2026-10-29
Mystic Asset Management, Inc.
INCREASED10,61710,294+323+3%$3.6M$3.5M-$123.5K2026-10-15
LS Investment Advisors, LLC
DECREASED10,45610,707-251-2%$3.8M$3.5M-$323.2K2026-10-13
111 Capital
NEW10,437—+10,437——$3.5M—2026-11-03
Linden Thomas Advisory Services, LLC
INCREASED10,4319,236+1,195+13%$3.3M$3.5M+$189.6K2026-10-19
Bath Savings Trust Co
DECREASED10,36710,537-170-2%$3.7M$3.4M-$292.5K2026-10-07
Mitchell & Pahl Private Wealth, LLC
INCREASED10,3079,925+382+4%$3.5M$3.4M-$95.6K2026-10-14
Oliver Luxxe Assets LLC
DECREASED10,26010,262-20%$3.6M$3.4M-$230.6K2026-10-14
Essex LLC
DECREASED10,21610,304-88-1%$3.7M$3.4M-$260.1K2026-10-14
Simon Quick Advisors, LLC
DECREASED10,08311,357-1,274-11%$4.0M$3.3M-$677.3K2026-10-26
Rockland Trust Co
DECREASED10,05910,127-68-1%$3.6M$3.3M-$249.5K2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED9,9558,606+1,349+16%$3.0M$3.3M+$254.8K2026-10-27
Fonville Wealth Management LLC
INCREASED9,9339,783+150+2%$3.5M$3.3M-$169.5K2026-10-28
RED Cedar Investment Management, LLC
INCREASED9,9007,263+2,637+36%$2.6M$3.3M+$712.3K2026-11-04
Parr Mcknight Wealth Management Group, LLC
DECREASED9,84710,113-266-3%$3.6M$3.3M-$314.9K2026-10-30
Daymark Wealth Partners, LLC
INCREASED9,7329,183+549+6%$3.3M$3.2M-$23.5K2026-11-04
MGO One Seven LLC
DECREASED9,69710,592-895-8%$3.8M$3.2M-$534.6K2026-10-28
Modera Wealth Management, LLC
INCREASED9,6979,673+24+0%$3.4M$3.2M-$208.8K2026-10-28
Capital Investment Advisors, LLC
INCREASED9,6189,604+14+0%$3.4M$3.2M-$210.7K2026-10-22
Fairvoy Private Wealth, LLC
DECREASED9,5289,749-221-2%$3.5M$3.2M-$291.6K2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED9,4939,110+383+4%$3.2M$3.2M-$76.9K2026-10-14
Gamma Investing LLC
INCREASED9,4718,586+885+10%$3.0M$3.1M+$101.2K2026-10-08
Tctc Holdings, LLC
INCREASED9,4339,414+19+0%$3.3M$3.1M-$204.7K2026-11-02
Gateway Investment Advisers LLC
INCREASED9,3764,763+4,613+97%$1.7M$3.1M+$1.4M2026-10-13
Pinkerton Wealth, LLC
DECREASED9,3739,518-145-2%$3.3M$3.1M-$156.7K2026-10-29
True Freedom Investing, LLC
DECREASED9,3649,515-151-2%$3.3M$3.1M-$158.6K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED9,3199,637-318-3%$3.4M$3.1M-$321.4K2026-10-20
OmniStar Financial Group, Inc.
INCREASED9,2182,975+6,243+210%$1.1M$3.1M+$2.0M2026-10-26
Insight Inv LLC
INCREASED9,1779,067+110+1%$3.2M$3.0M-$166.7K2026-10-27
William Allan Corp
DECREASED9,1699,206-370%$3.3M$3.0M-$218.9K2026-10-14
Beaumont Financial Advisors, LLC
DECREASED9,1559,198-430%$3.3M$3.0M-$220.3K2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED9,1371,082+8,055+744%$383.1K$3.0M+$2.6M2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED9,1209,510-390-4%$3.4M$3.0M-$342.5K2026-10-05
Founders Capital Management
INCREASED9,098410+8,688+2119%$145.2K$3.0M+$2.9M2026-10-13
SWS Partners
INCREASED9,0398,919+120+1%$3.2M$3.0M-$160.0K2026-10-26
Argonautica Private Wealth Management, Inc
DECREASED8,9949,008-140%$3.2M$3.0M-$206.5K2026-11-02
Herbst Group, LLC
INCREASED8,9858,685+300+3%$3.1M$3.0M-$95.1K2026-10-20
High Note Wealth, LLC
INCREASED8,9018,680+221+3%$3.1M$3.0M-$121.1K2026-10-27
Family Legacy, Inc.
INCREASED8,8018,797+4+0%$3.1M$2.9M-$195.8K2026-10-13
Cornerstone Planning, LLC
INCREASED8,7818,734+47+1%$3.1M$3.1M-$40.7K2026-10-27
Cypress Capital Group
INCREASED8,7766,477+2,299+35%$2.3M$2.9M+$617.7K2026-11-03
Carnegie Investment Counsel
INCREASED8,7188,637+81+1%$3.1M$2.9M-$166.7K2026-10-20
Columbus Macro, LLC
INCREASED8,6898,584+105+1%$3.0M$2.9M-$157.6K2026-10-14
Shoker Investment Counsel, Inc.
INCREASED8,6658,604+61+1%$3.0M$2.9M-$173.1K2026-11-04
Mechanics Financial Corp
DECREASED8,5668,581-150%$3.0M$2.8M-$197.3K2026-11-05
Cornerstone Wealth Management, LLC
INCREASED8,5278,056+471+6%$2.9M$2.8M-$24.5K2026-11-04
KMG Fiduciary Partners, LLC
DECREASED8,5028,940-438-5%$3.2M$2.8M-$345.6K2026-10-14
ICW Investment Advisors LLC
DECREASED8,5008,587-87-1%$3.0M$2.8M-$221.3K2026-10-27
LVW Advisors, LLC
INCREASED8,4808,447+33+0%$3.0M$2.8M-$178.2K2026-10-19
Marotta Asset Management
DECREASED8,4748,581-107-1%$3.1M$2.8M-$301.8K2026-10-02
RKL Wealth Management LLC
INCREASED8,3728,258+114+1%$2.9M$2.8M-$147.2K2026-10-16
Tokio Marine Asset Management Co LTD
INCREASED8,3437,712+631+8%$2.7M$2.8M+$36.6K2026-10-26
Washington Trust Co
INCREASED8,3388,308+30+0%$2.9M$2.8M-$176.2K2026-10-22
Citadel Investment Advisory, Inc.
INCREASED8,3078,291+16+0%$2.9M$2.8M-$180.0K2026-10-15
ARS Wealth Advisors Group, LLC
DECREASED8,2648,308-44-1%$2.9M$2.7M-$200.7K2026-10-16
Verdence Capital Advisors LLC
INCREASED8,2048,168+36+0%$2.9M$2.7M-$171.0K2026-10-26
Choreo, LLC
INCREASED8,1978,085+112+1%$2.9M$2.7M-$144.0K2026-10-28
Plato Investment Management Ltd
INCREASED7,9036,647+1,256+19%$2.3M$2.6M+$291.8K2026-11-05
Canandaigua National Bank & Trust Co
DECREASED7,8658,249-384-5%$2.9M$2.6M-$312.3K2026-10-07
Independent Financial Group, LLC
INCREASED7,8487,847+1+0%$2.8M$2.6M-$175.6K2026-10-13
North Dakota State Investment Board
INCREASED7,8387,514+324+4%$2.7M$2.6M-$60.9K2026-10-27
Griffin Asset Management, Inc.
UNCHANGED7,7127,71200%$2.7M$2.6M-$172.8K2026-10-22
First Horizon Corp
DECREASED7,6477,781-134-2%$2.8M$2.5M-$218.8K2026-10-26
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED7,5907,59000%$2.7M$2.5M-$170.0K2026-11-03
Processus Wealth & Capital Management, LLC
DECREASED7,5717,653-82-1%$2.7M$2.5M-$198.6K2026-10-16
Sigma Planning Corp
DECREASED7,5698,129-560-7%$2.9M$2.5M-$367.2K2026-10-23
Avidian Wealth Enterprises, LLC
DECREASED7,5337,941-408-5%$2.8M$2.5M-$313.5K2026-10-08
Independence Bank of Kentucky
DECREASED7,4707,750-280-4%$2.7M$2.5M-$266.6K2026-10-26
Lanark Financial, Inc.
DECREASED7,4477,449-20%$2.6M$2.5M-$167.7K2026-10-26
Secure Asset Management, LLC
INCREASED7,3526,631+721+11%$2.3M$2.4M+$90.7K2026-10-19
Symphony Financial, Ltd. Co.
DECREASED7,1487,885-737-9%$2.7M$2.4M-$372.6K2026-10-22
Citizens National Bank Trust Department
UNCHANGED7,1347,13400%$2.5M$2.4M-$159.9K2026-11-04
Embree Financial Group
DECREASED7,1067,137-310%$2.5M$2.4M-$170.2K2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED7,0826,983+99+1%$2.5M$2.4M-$123.6K2026-10-27
Accurate Wealth Management, LLC
INCREASED7,0715,644+1,427+25%$2.1M$2.4M+$234.4K2026-10-20
CFS Investment Advisory Services, LLC
INCREASED7,0586,951+107+2%$2.6M$2.3M-$258.0K2026-10-19
Goelzer Investment Management, Inc.
DECREASED7,0517,183-132-2%$2.5M$2.3M-$204.8K2026-10-16
Rayburn West Financial Services LLC
DECREASED7,0377,092-55-1%$2.5M$2.3M-$177.2K2026-11-03
Beacon Financial Group
DECREASED7,0267,534-508-7%$2.7M$2.3M-$337.3K2026-10-19
AGF Management LTD
DECREASED6,9719,492-2,521-27%$3.4M$2.3M-$1.0M2026-11-03
Grey Ledge Advisors, LLC
DECREASED6,9666,969-30%$2.5M$2.3M-$157.4K2026-11-02
Crestwood Advisors Group, LLC
INCREASED6,9536,689+264+4%$2.4M$2.3M-$62.3K2026-10-27
Benedict Financial Advisors Inc
INCREASED6,9326,882+50+1%$2.4M$2.3M-$137.7K2026-10-07
Ascent Group, LLC
DECREASED6,9227,724-802-10%$2.7M$2.3M-$439.2K2026-10-30
Trust Co of Vermont
INCREASED6,9016,848+53+1%$2.4M$2.3M-$135.9K2026-10-21
JB Capital LLC
DECREASED6,8426,952-110-2%$2.5M$2.3M-$192.5K2026-10-19
Pathway Financial Advisers, LLC
INCREASED6,8276,777+50+1%$2.4M$2.3M-$135.1K2026-10-27
Autumn Glory Partners, LLC
INCREASED6,7666,732+34+1%$2.4M$2.2M-$139.6K2026-10-26
Kathmere Capital Management, LLC
DECREASED6,7336,741-80%$2.4M$2.2M-$153.8K2026-10-20
Resonant Capital Advisors, LLC
INCREASED6,7031,976+4,727+239%$700.0K$2.2M+$1.5M2026-10-15
Greenleaf Trust
DECREASED6,6636,724-61-1%$2.4M$2.2M-$170.9K2026-10-29
Sculati Wealth Management, LLC
INCREASED6,6566,570+86+1%$2.4M$2.2M-$188.8K2026-10-19
BCM Advisors, LLC
DECREASED6,6316,648-170%$2.6M$2.5M-$100.5K2026-11-03
Dorato Capital Management
INCREASED6,6256,335+290+5%$2.4M$2.2M-$212.1K2026-10-08
HF Advisory Group, LLC
DECREASED6,5746,753-179-3%$2.4M$2.2M-$210.5K2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED6,5676,046+521+9%$2.1M$2.2M+$37.5K2026-10-30
Valeo Financial Advisors, LLC
INCREASED6,5606,423+137+2%$2.3M$2.2M-$98.2K2026-10-08
Retirement Guys Formula LLC
INCREASED6,5576,172+385+6%$2.2M$2.2M-$10.6K2026-10-26
Radnor Capital Management, LLC
UNCHANGED6,5436,54300%$2.3M$2.2M-$146.6K2026-10-23
Courier Capital LLC
DECREASED6,5296,591-62-1%$2.3M$2.2M-$168.3K2026-10-19
Wealthcare Advisory Partners LLC
DECREASED6,4126,585-173-3%$2.3M$2.1M-$205.0K2026-10-21
Signaturefd, LLC
INCREASED6,4016,363+38+1%$2.3M$2.1M-$130.1K2026-10-23
Arrow Financial Corp
DECREASED6,2746,360-86-1%$2.3M$2.1M-$171.1K2026-10-26
Krilogy Financial LLC
INCREASED6,2063,340+2,866+86%$1.2M$2.1M+$898.7K2026-10-13
Woodstock Corp
DECREASED6,0116,071-60-1%$2.2M$2.0M-$156.0K2026-10-13
Gladwyn Financial Advisors, Inc.
UNCHANGED6,0116,01100%$2.1M$2.0M-$134.7K2026-10-05
Aprio Wealth Management, LLC
INCREASED5,9575,536+421+8%$2.0M$2.0M+$15.8K2026-10-28
American State Bank (Iowa)
INCREASED5,9155,659+256+5%$2.0M$2.0M-$41.9K2026-11-03
Franklin Street Advisors Inc
UNCHANGED5,8505,85000%$2.1M$1.9M-$131.1K2026-10-13
Norden Group LLC
DECREASED5,8416,043-202-3%$2.1M$1.9M-$203.1K2026-10-20
BKM Wealth Management, LLC
INCREASED5,8035,295+508+10%$1.9M$1.9M+$49.9K2026-10-22
Glass Wealth Management Co LLC
UNCHANGED5,7825,78200%$2.0M$1.9M-$129.6K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED5,7512,930+2,821+96%$1.0M$1.9M+$870.6K2026-11-03
XML Financial, LLC
INCREASED5,7425,692+50+1%$2.0M$1.9M-$111.0K2026-10-29
Koshinski Asset Management, Inc.
DECREASED5,7215,745-240%$2.0M$1.9M-$136.5K2026-10-29
Beese Fulmer Investment Management, Inc.
INCREASED5,7125,697+15+0%$2.0M$1.9M-$122.7K2026-10-23
Parallel Advisors, LLC
DECREASED5,6955,702-70%$2.0M$1.9M-$130.4K2026-11-03
Werlinich Asset Management, LLC
UNCHANGED5,6755,67500%$2.0M$1.9M-$127.2K2026-10-09
Spire Wealth Management
INCREASED5,5691,915+3,654+191%$678.5K$1.8M+$1.2M2026-10-30
Garner Asset Management Corp
DECREASED5,4725,486-140%$1.9M$2.0M+$10.4K2026-10-30
Confluence Wealth Services, Inc.
DECREASED5,4506,819-1,369-20%$2.4M$1.8M-$607.1K2026-11-05
Matrix Trust Co
UNCHANGED5,4365,43600%$1.9K$1.8M+$1.8M2026-10-07
Quadrant Capital Group LLC
DECREASED5,3945,547-153-3%$2.0M$1.8M-$171.9K2026-10-20
Unique Wealth Strategies, LLC
UNCHANGED5,3485,34800%$1.9M$1.9M$02026-10-13
Sierra Summit Advisors LLC
INCREASED5,3245,197+127+2%$1.8M$1.8M-$74.3K2026-10-28
Aljian Capital Management, LLC
DECREASED5,3176,674-1,357-20%$2.4M$1.8M-$600.1K2026-10-28
Ellis Investment Partners, LLC
INCREASED5,3015,295+6+0%$1.9M$1.8M-$116.9K2026-10-21
Inlet Private Wealth, LLC
UNCHANGED5,2935,29300%$1.9M$1.8M-$118.6K2026-10-21
Parcion Private Wealth LLC
INCREASED5,2133,771+1,442+38%$1.3M$1.7M+$394.0K2026-10-28
Sagespring Wealth Partners, LLC
INCREASED5,1814,707+474+10%$1.7M$1.7M+$51.9K2026-10-22
Portside Wealth Group, LLC
DECREASED5,1525,360-208-4%$1.9M$1.7M-$189.0K2026-10-20
Smithbridge Asset Management Inc
UNCHANGED5,1315,13100%$1.8M$1.7M-$115.0K2026-10-19
Argus Investors' Counsel, Inc.
UNCHANGED5,1065,10600%$1.8M$1.7M-$114.4K2026-10-09
Virtue Asset Management LLC
INCREASED5,0734,875+198+4%$1.7M$1.7M-$43.6K2026-10-21
Essex Bank
DECREASED5,0625,088-26-1%$1.8M$1.7M-$122.6K2026-10-16
Axxcess Wealth Management, LLC
DECREASED5,0368,894-3,858-43%$3.2M$1.7M-$1.5M2026-10-21
Outfitters Financial LLC
UNCHANGED5,0245,02400%$1.8M$1.7M-$112.6K2026-10-23
Cohen Klingenstein LLC
UNCHANGED5,0005,00000%$1.8M$1.7M-$112.1K2026-10-15
Aaron Wealth Advisors LLC
INCREASED4,9564,938+18+0%$1.7M$1.6M-$104.7K2026-10-13
Ticino Wealth
INCREASED4,9393,958+981+25%$1.4M$1.6M+$236.8K2026-10-13
Shelton Wealth Management, LLC
DECREASED4,9265,039-113-2%$1.8M$1.6M-$150.4K2026-10-16
Premier Path Wealth Partners, LLC
INCREASED4,8894,667+222+5%$1.7M$1.6M-$30.9K2026-10-16
Uncommon Cents Investing Inc
INCREASED4,8714,806+65+1%$1.7M$1.6M-$86.1K2026-10-20
First Citizens Bank & Trust Co
INCREASED4,8431,486+3,357+226%$526.4K$1.6M+$1.1M2026-10-14
Formidable Asset Management, LLC
DECREASED4,8025,832-1,030-18%$2.0M$1.7M-$300.7K2026-11-03
BG Investment Services, LLC
NEW4,798—+4,798——$1.6M—2026-10-23
Aspiriant, LLC
INCREASED4,7764,696+80+2%$1.7M$1.6M-$78.7K2026-10-16
Old National Bancorp
INCREASED4,7744,738+36+1%$1.7M$1.6M-$94.2K2026-10-20
Fishman JAY A LTD
UNCHANGED4,7494,74900%$1.7M$1.6M-$106.4K2026-10-26
Peoples Bank
DECREASED4,7174,735-180%$1.7M$1.6M-$112.1K2026-10-09
BigSur Wealth Management LLC
UNCHANGED4,7004,70000%$1.7M$1.6M-$105.3K2026-10-13
Mesirow Financial Investment Management, Inc.
INCREASED4,6854,150+535+13%$1.5M$1.6M+$84.6K2026-11-05
Caldwell Trust Co
INCREASED4,6694,499+170+4%$1.6M$1.5M-$44.4K2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED4,6454,64500%$1.6M$1.5M-$108.0K2026-11-04
Paragon Private Wealth Management, LLC
DECREASED4,6274,862-235-5%$1.7M$1.5M-$186.7K2026-10-20
Center for Wealth Management Advisory
INCREASED4,6244,412+212+5%$1.6M$1.5M-$28.6K2026-10-23
Silvia Mccoll Wealth Management, LLC
DECREASED4,6154,629-140%$1.6M$1.5M-$108.4K2026-10-07
VestGen Advisors, LLC
INCREASED4,6143,469+1,145+33%$1.2M$1.5M+$302.3K2026-10-27
Coastline Trust Co
UNCHANGED4,6144,61400%$1.6M$1.5M-$103.4K2026-10-01
Imc-Chicago, LLC
NEW4,597—+4,597——$1.5M—2026-11-05
Lebenthal Global Advisors, LLC
INCREASED4,5684,302+266+6%$1.5M$1.5M-$7.9K2026-10-28
SevenBridge Financial Group, LLC
DECREASED4,5624,733-171-4%$1.9M$1.6M-$284.5K2026-10-26
Tlwm
DECREASED4,5204,544-24-1%$1.6M$1.5M-$109.8K2026-10-09
Tema Etfs LLC
INCREASED4,5114,381+130+3%$1.6M$1.5M-$55.0K2026-10-16
Asset Dedication, LLC
INCREASED4,4804,477+3+0%$1.6M$1.5M-$99.3K2026-11-03
Bigelow Investment Advisors, LLC
UNCHANGED4,4754,47500%$1.6M$1.5M-$100.3K2026-10-13
McGlone Suttner Wealth Management, Inc.
INCREASED4,4704,106+364+9%$1.5M$1.5M+$28.7K2026-10-13
Forza Wealth Management, LLC
INCREASED4,4654,061+404+10%$1.4M$1.5M+$43.1K2026-10-20
Pittenger & Anderson Inc
INCREASED4,4324,148+284+7%$1.5M$1.5M+$1.3K2026-11-02
Pines Wealth Management, LLC
DECREASED4,4294,454-25-1%$1.6M$1.5M-$107.9K2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED4,4214,42100%$1.6M$1.5M-$99.1K2026-10-23
CWA Asset Management Group, LLC
DECREASED4,3014,412-111-3%$1.6M$1.4M-$135.7K2026-10-19
First American Bank
UNCHANGED4,2984,29800%$1.5M$1.4M-$96.3K2026-10-27
TD Private Client Wealth LLC
DECREASED4,2634,590-327-7%$1.6M$1.4M-$211.4K2026-10-28
Csenge Advisory Group
INCREASED4,2371,199+3,038+253%$424.6K$1.4M+$981.4K2026-11-04
Guyasuta Investment Advisors Inc
UNCHANGED4,1834,18300%$1.5M$1.4M-$93.7K2026-10-15
Ferguson Wellman Capital Management, Inc
DECREASED4,1614,409-248-6%$1.6M$1.4M-$181.1K2026-10-05
Bangor Savings Bank
DECREASED4,1574,462-305-7%$1.6M$1.4M-$201.2K2026-10-06
Norway Savings Bank
INCREASED4,1414,106+35+1%$1.5M$1.4M-$80.4K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED4,1303,435+695+20%$1.2M$1.4M+$153.9K2026-11-04
Welch & Forbes LLC
UNCHANGED4,1214,12100%$1.5M$1.4M-$92.4K2026-11-04
Private Trust Co NA
INCREASED4,0973,794+303+8%$1.3M$1.4M+$15.5K2026-10-20
LVZ, Inc.
INCREASED4,0363,779+257+7%$1.3M$1.3M+$2882026-10-20
Simplicity Wealth,LLC
DECREASED3,96717,930-13,963-78%$6.4M$1.3M-$5.0M2026-10-23
Columbia Asset Management
INCREASED3,9613,893+68+2%$1.4M$1.3M-$64.7K2026-10-19
Great Lakes Retirement, Inc.
INCREASED3,9453,880+65+2%$1.4M$1.3M-$65.4K2026-10-26
Applied Capital LLC
UNCHANGED3,9443,94400%$1.4M$1.3M-$88.4K2026-10-07
Illinois Municipal Retirement Fund
DECREASED3,9135,415-1,502-28%$1.9M$1.3M-$619.8K2026-11-05
Inscription Capital, LLC
DECREASED3,8964,156-260-6%$1.5M$1.3M-$179.3K2026-11-02
Convergence Investment Partners, LLC
INCREASED3,8693,584+285+8%$1.3M$1.3M+$14.0K2026-10-28
Leonteq Securities AG
DECREASED3,8134,273-460-11%$1.5M$1.3M-$248.4K2026-10-29
Dudley Capital Management, LLC
UNCHANGED3,7893,78900%$1.3M$1.3M-$84.9K2026-10-23
AMG National Trust Bank
INCREASED3,7883,751+37+1%$1.3M$1.3M-$71.8K2026-11-05
Northern Financial Advisors Inc
INCREASED3,7703,743+27+1%$1.3M$1.3M-$74.9K2026-10-29
Quadcap Wealth Management, LLC
DECREASED3,7033,924-221-6%$1.4M$1.2M-$161.4K2026-11-02
Parkside Financial Bank & Trust
DECREASED3,6983,778-80-2%$1.3M$1.2M-$111.2K2026-10-27
Beaumont Asset Management, L.L.C.
INCREASED3,6963,685+11+0%$1.3M$1.2M-$78.9K2026-10-16
HUB Investment Partners, LLC
INCREASED3,6833,489+194+6%$1.2M$1.2M-$13.8K2026-11-03
Guidance Capital, Inc
INCREASED3,6643,661+3+0%$1.4M$1.4M+$18.3K2026-11-03
Revisor Wealth Management LLC
DECREASED3,6633,964-301-8%$1.4M$1.3M-$148.6K2026-10-20
Financial Planning Hawaii, Inc.
DECREASED3,6543,737-83-2%$1.3M$1.2M-$111.3K2026-10-13
Salem Investment Counselors Inc
DECREASED3,6513,661-100%$1.3M$1.2M-$85.4K2026-10-13
Wedmont Private Capital
INCREASED3,6443,508+136+4%$1.3M$1.2M-$113.5K2026-10-09
Cornerstone National Bank & Trust Co
DECREASED3,6283,732-104-3%$1.4M$1.2M-$147.1K2026-10-20
LifePlan Financial, LLC
DECREASED3,6183,674-56-2%$1.3M$1.2M-$107.9K2026-10-13
Old North State Wealth Management, LLC
INCREASED3,5893,432+157+5%$1.2M$1.2M-$26.9K2026-10-22
International Assets Investment Management, LLC
INCREASED3,5703,517+53+2%$1.3M$1.2M-$88.6K2026-11-02
Fulton Bank, N.A.
DECREASED3,5583,612-54-1%$1.3M$1.2M-$98.9K2026-10-14
Whitener Capital Management, Inc.
DECREASED3,5493,748-199-5%$1.3M$1.2M-$150.0K2026-10-15
Mattern Wealth Management LLC
INCREASED3,5472,747+800+29%$972.9K$1.2M+$203.9K2026-11-04
St. Johns Investment Management Company, LLC
DECREASED3,5413,679-138-4%$1.3M$1.2M-$128.2K2026-10-30
Garrett Wealth Advisory Group, LLC
DECREASED3,5173,545-28-1%$1.3M$1.2M-$88.8K2026-10-22
AdvisorNet Financial, Inc
INCREASED3,5103,431+79+2%$1.2M$1.2M-$40.6K2026-10-15
Meridian Wealth Management, LLC
DECREASED3,5053,590-85-2%$1.3M$1.2M-$108.7K2026-11-05
Davis Capital Management
DECREASED3,5013,606-105-3%$1.3M$1.2M-$115.7K2026-10-08
Sawgrass Asset Management LLC
DECREASED3,4993,793-294-8%$1.3M$1.2M-$182.6K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED3,4952,486+1,009+41%$865.1K$1.2M+$294.7K2026-10-13
Americana Partners, LLC
INCREASED3,4863,015+471+16%$1.1M$1.2M+$88.7K2026-10-28
Certuity, LLC
INCREASED3,4783,081+397+13%$1.1M$1.2M+$62.9K2026-11-02
PFW Advisors LLC
DECREASED3,4703,485-150%$1.2M$1.2M-$83.1K2026-10-07
Nicholas Wealth, Llc.
INCREASED3,4663,338+128+4%$1.2M$1.1M-$32.4K2026-10-26
NTV Asset Management LLC
NEW3,465—+3,465——$1.1M—2026-10-23
Indiana Trust & Investment Management Co
DECREASED3,4163,431-150%$1.2M$1.1M-$81.9K2026-10-22
Sanders Morris Harris LLC
NEW3,400—+3,400——$1.1M—2026-10-14
Midwest Trust Co
INCREASED3,3992,914+485+17%$1.0M$1.1M+$95.6K2026-10-22
Orca Wealth Management, LLC
DECREASED3,3873,405-18-1%$1.2M$1.1M-$82.3K2026-10-14
RMR Capital Management, LLC
UNCHANGED3,3573,35700%$1.2M$1.1M-$75.2K2026-10-23
Nilsine Partners, LLC
INCREASED3,3343,330+4+0%$1.2M$1.1M-$73.3K2026-11-02
MCF Advisors LLC
INCREASED3,3333,265+68+2%$1.2M$1.1M-$50.7K2026-10-28
Bailard, Inc.
DECREASED3,3153,316-10%$1.2M$1.1M-$74.3K2026-10-13
Beacon Bank & Trust
DECREASED3,3043,311-70%$1.2M$1.1M-$76.5K2026-10-27
Global Financial Private Client, LLC
INCREASED3,2933,101+192+6%$1.1M$1.1M-$5.8K2026-10-15
Triangle Securities Wealth Management
DECREASED3,2873,347-60-2%$1.2M$1.1M-$94.9K2026-10-14
Provenance Wealth Advisors, LLC
INCREASED3,27563+3,212+5098%$22.3K$1.1M+$1.1M2026-10-30
Mengis Capital Management, Inc.
UNCHANGED3,2733,27300%$1.2M$1.1M-$73.3K2026-10-13
BOS Asset Management, LLC
INCREASED3,2643,263+1+0%$1.2M$1.1M-$73.1K2026-10-09
180 Wealth Advisors, LLC
INCREASED3,2523,218+34+1%$1.1M$1.1M-$60.8K2026-11-03
Ifrah Financial Services, Inc.
DECREASED3,2363,287-51-2%$1.2M$1.1M-$90.7K2026-10-13
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED3,2203,22000%$1.1M$1.1M-$72.0K2026-10-15
RFG - Bristol Wealth Advisors, LLC
INCREASED3,2113,062+149+5%$1.1M$1.1M-$19.2K2026-10-09
Larson Financial Group LLC
INCREASED3,2032,424+779+32%$858.7K$1.1M+$204.2K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED3,1622,895+267+9%$1.0M$1.0M+$23.7K2026-10-13
Curated Wealth Partners LLC
NEW3,159—+3,159——$1.0M—2026-10-15
Caitong International Asset Management Co., Ltd
INCREASED3,1431+3,142+314200%$354$1.0M+$1.0M2026-10-29
Meriwether Wealth & Planning, LLC
DECREASED3,1383,443-305-9%$1.2M$1.0M-$178.4K2026-10-13
Arvest Investments, Inc.
UNCHANGED3,1353,13500%$1.1M$1.0M-$70.3K2026-10-21
Alpha Omega Wealth Management LLC
INCREASED3,1303,102+28+1%$1.1M$1.0M-$60.2K2026-10-23
Riverbend Wealth Management, LLC
INCREASED3,0952,926+169+6%$1.0M$1.0M-$9.4K2026-10-15
Arbor Wealth Advisors LLC
UNCHANGED3,0953,09500%$1.1M$1.0M-$69.4K2026-10-09
Peddock Capital Advisors, LLC
UNCHANGED3,0903,09000%$1.1M$1.0M-$69.2K2026-10-16
Gryphon Financial Partners LLC
INCREASED3,0833,055+28+1%$1.1M$1.0M-$59.1K2026-11-04
MBL Wealth, LLC
INCREASED3,0511,617+1,434+89%$572.8K$1.0M+$439.6K2026-10-22
Sowell Financial Services LLC
DECREASED3,0473,492-445-13%$1.2M$1.0M-$226.2K2026-10-23
Kentucky Trust Co
INCREASED3,0472,974+73+2%$1.1M$1.0M-$42.4K2026-10-15
SeaCrest Wealth Management, LLC
DECREASED3,0155,084-2,069-41%$1.8M$1.0M-$800.6K2026-10-21
Chemung Canal Trust Co
DECREASED3,0143,038-24-1%$1.1M$1.0M-$76.0K2026-11-04
J.P. Marvel Investment Advisors, LLC
UNCHANGED3,0003,00000%$1.1M$995.5K-$67.2K2026-11-02
Sippican Capital Advisors
UNCHANGED2,9672,96700%$1.1M$984.5K-$66.5K2026-10-23
Indivisible Partners
INCREASED2,9602,675+285+11%$947.7K$982.1K+$34.4K2026-10-26
Kassira Wealth Management LLC
UNCHANGED2,9482,94800%$1.0M$978.2K-$66.1K2026-10-28
Versant Capital Management, Inc
INCREASED2,9282,897+31+1%$1.0M$971.6K-$54.6K2026-10-02
Brown, Lisle Ings, Inc.
INCREASED2,9102,872+38+1%$1.0M$965.7K-$51.8K2026-10-16
Mendel Money Management
DECREASED2,9013,006-105-3%$1.1M$962.6K-$102.2K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED2,8382,727+111+4%$966.0K$941.9K-$24.1K2026-10-30
Persium Advisors, LLC
INCREASED2,8132,646+167+6%$937.3K$933.4K-$3.9K2026-10-07
J.Safra Asset Management Corp
INCREASED2,7952,753+42+2%$975.3K$927.3K-$47.9K2026-11-03
Equity Investment Corp
DECREASED2,7862,930-144-5%$1.0M$924.5K-$113.6K2026-11-04
Acropolis Investment Management, LLC
DECREASED2,7832,926-143-5%$1.0M$923.5K-$113.0K2026-10-08
Spectrum Wealth Advisory Group, LLC
INCREASED2,7832,772+11+0%$982.0K$923.5K-$58.5K2026-10-29
Compton Wealth Advisory Group, LLC
NEW2,775—+2,775——$923.3K—2026-10-13
Jmac Enterprises LLC
UNCHANGED2,7372,73700%$969.6K$908.2K-$61.3K2026-10-30
North Star Investment Management Corp.
INCREASED2,7292,650+79+3%$938.6K$905.5K-$33.2K2026-10-27
Diversified Management Inc
NEW2,665—+2,665——$884.3K—2026-10-08
Tower Trust & Investment Co
INCREASED2,6482,526+122+5%$894.7K$878.6K-$16.1K2026-10-28
Bullock Wealth Management Group
INCREASED2,6432,582+61+2%$936.8K$879.5K-$57.3K2026-10-09
Hickory Point Bank & Trust
DECREASED2,6412,675-34-1%$947.6K$876.4K-$71.2K2026-10-01
Balboa Wealth Partners
DECREASED2,6322,694-62-2%$954.3K$873.5K-$80.8K2026-10-20
Mezzasalma Advisors, LLC
DECREASED2,6282,694-66-2%$954.3K$872.0K-$82.3K2026-10-14
Westhampton Capital, LLC
DECREASED2,6202,665-45-2%$944.1K$869.4K-$74.7K2026-10-30
Perpetual Ltd
DECREASED2,6162,757-141-5%$976.6K$868.1K-$108.6K2026-10-13
Texas Bank & Trust Co
DECREASED2,6032,605-20%$922.8K$863.8K-$59.0K2026-11-04
Allen Capital Group, LLC
INCREASED2,5812,320+261+11%$821.8K$856.5K+$34.6K2026-10-27
Turtle Creek Wealth Advisors, LLC
INCREASED2,5742,455+119+5%$869.6K$854.2K-$15.4K2026-10-15
Greg Jennings, LLC
NEW2,570—+2,570——$852.8K—2026-10-19
Purus Wealth Management, LLC
UNCHANGED2,5702,57000%$910.2K$852.9K-$57.3K2026-10-15
Congress Asset Management Co
DECREASED2,5642,676-112-4%$948.1K$850.7K-$97.4K2026-10-06
Cullinan Associates Inc
UNCHANGED2,5482,54800%$902.6K$845.5K-$57.1K2026-11-03
Ascentis Independent Advisors
INCREASED2,53428+2,506+8950%$9.9K$841.2K+$831.3K2026-11-03
Veracity Capital LLC
DECREASED2,5262,554-28-1%$904.8K$838.2K-$66.6K2026-10-08
United Asset Strategies, Inc.
DECREASED2,5222,588-66-3%$916.9K$836.9K-$79.9K2026-10-28
Eagle Rock Investment Company, LLC
UNCHANGED2,5002,50000%$885.6K$829.6K-$56.0K2026-10-21
Third View Private Wealth, LLC
DECREASED2,4772,558-81-3%$906.0K$821.8K-$84.2K2026-10-30
Signal Advisors Wealth, LLC
DECREASED2,4502,511-61-2%$889.4K$813.0K-$76.4K2026-10-13
Eastern Bank
INCREASED2,447279+2,168+777%$98.8K$812.0K+$713.2K2026-10-05
Regent Peak Wealth Advisors LLC
INCREASED2,4452,404+41+2%$851.6K$811.3K-$40.3K2026-10-13
Integrated Advisors Network LLC
INCREASED2,4142,205+209+9%$781.1K$801.2K+$20.1K2026-10-20
Cidel Asset Management Inc
UNCHANGED2,4112,41100%$854.1K$800.0K-$54.0K2026-10-29
Farmers & Merchants Investments Inc
DECREASED2,4022,735-333-12%$968.8K$797.1K-$171.8K2026-10-22
Legal Advantage Investments, Inc.
UNCHANGED2,4002,40000%$850.2K$796.4K-$53.8K2026-10-13
Pinnacle Bancorp, Inc.
INCREASED2,3872,338+49+2%$828.2K$792.1K-$36.1K2026-10-21
Moneco Advisors, LLC
DECREASED2,3822,400-18-1%$850.0K$790.3K-$59.8K2026-11-05
Clark Wealth Partners
DECREASED2,3762,431-55-2%$861.2K$788.4K-$72.9K2026-10-19
Chilton Capital Management LLC
DECREASED2,3752,423-48-2%$858.3K$788.1K-$70.2K2026-10-28
Cigna Investments Inc
UNCHANGED2,3702,37000%$840.0K$787.0K-$53.0K2026-10-19
Southern Michigan Bank & Trust
DECREASED2,3552,386-31-1%$845.2K$781.5K-$63.8K2026-10-19
MBA Advisors LLC
DECREASED2,3542,446-92-4%$866.5K$781.1K-$85.3K2026-10-29
B.A. Schrock Wealth Management, Inc.
NEW2,341—+2,341——$779.0K—2026-10-15
Forvis Mazars Wealth Advisors, LLC
DECREASED2,3332,473-140-6%$876.0K$774.2K-$101.9K2026-10-13
Richwood Investment Advisors, LLC
DECREASED2,3272,652-325-12%$939.4K$772.2K-$167.3K2026-10-30
Welch Group, LLC
INCREASED2,3252,295+30+1%$813.0K$771.5K-$41.5K2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED2,3142,284+30+1%$809.1K$767.9K-$41.2K2026-10-23
Leisure Capital Management
UNCHANGED2,3132,31300%$819.4K$767.5K-$51.8K2026-11-03
Woodward Diversified Capital, LLC
DECREASED2,2902,339-49-2%$828.7K$760.0K-$68.7K2026-10-21
Venture Visionary Partners LLC
INCREASED2,2852,221+64+3%$787.1K$758.4K-$28.7K2026-10-07
Penobscot Investment Management Company, Inc.
UNCHANGED2,2452,24500%$795.3K$745.0K-$50.3K2026-10-26
Wesbanco Bank Inc
DECREASED2,2392,738-499-18%$969.9K$743.0K-$226.9K2026-11-04
Williams Jones Wealth Management, Llc.
DECREASED2,2302,254-24-1%$798.5K$740.0K-$58.5K2026-11-05
Pflug Koory, LLC
INCREASED2,2302,229+1+0%$789.6K$740.0K-$49.6K2026-10-26
Nordwand Advisors, LLC
INCREASED2,2182,214+4+0%$784.3K$736.0K-$48.3K2026-11-05
Profund Advisors LLC
DECREASED2,2132,545-332-13%$901.5K$734.3K-$167.2K2026-10-29
Frank, Rimerman Advisors LLC
DECREASED2,2092,223-14-1%$787.5K$733.0K-$54.5K2026-10-16
Hilton Head Capital Partners, LLC
DECREASED2,2082,553-345-14%$904.2K$732.6K-$171.7K2026-10-23
Fortem Financial Group, LLC
DECREASED2,1892,191-20%$776.1K$726.4K-$49.8K2026-10-20
Avantax Planning Partners, Inc.
UNCHANGED2,1802,18000%$772.2K$723.4K-$48.9K2026-11-03
Claro Advisors Inc.
INCREASED2,1791,881+298+16%$666.4K$723.0K+$56.6K2026-11-02
Ignite Planners, LLC
INCREASED2,1772,039+138+7%$722.8K$727.2K+$4.4K2026-10-14
M Holdings Securities, Inc.
NEW2,173—+2,173——$768—2026-11-03
Legacy Wealth Asset Management, LLC
DECREASED2,1652,170-50%$768.7K$718.4K-$50.3K2026-10-09
6th Street Advisors, LLC
UNCHANGED2,1612,16100%$765.5K$717.1K-$48.4K2026-10-14
Prudent Man Advisors, LLC
DECREASED2,1492,229-80-4%$789.6K$713.1K-$76.5K2026-11-03
Integrity Alliance, Llc.
DECREASED2,1472,231-84-4%$790.6K$712.7K-$77.8K2026-10-29
Cookson Peirce & Co Inc
INCREASED2,1391,759+380+22%$623.1K$709.8K+$86.7K2026-10-30
TBH Global Asset Management, LLC
DECREASED2,1352,235-100-4%$791.9K$708.6K-$83.3K2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED2,1322,247-115-5%$796.0K$707.5K-$88.5K2026-11-02
CWC Advisors, Llc.
DECREASED2,1312,149-18-1%$761.3K$707.1K-$54.1K2026-10-15
Burns J W & Co Inc
INCREASED2,1221,448+674+47%$512.8K$704.0K+$191.2K2026-10-20
Brandywine OAK Private Wealth LLC
DECREASED2,1222,237-115-5%$792.4K$704.0K-$88.4K2026-10-23
Creative Capital Management Investments LLC
INCREASED2,1222,097+25+1%$742.8K$704.1K-$38.7K2026-10-28
RFG Advisory, LLC
DECREASED2,1142,253-139-6%$798.1K$701.4K-$96.7K2026-11-03
Investment Partners, Ltd.
INCREASED2,1051,842+263+14%$652.5K$698.7K+$46.2K2026-10-29
Creative Financial Designs Inc
INCREASED2,0921,691+401+24%$599.0K$694.3K+$95.3K2026-11-04
Argyle Capital Partners, LLC
INCREASED2,0482,017+31+2%$714.4K$679.6K-$34.8K2026-10-23
Ascentis Wealth Management, LLC
INCREASED2,0471,715+332+19%$607.5K$679.2K+$71.7K2026-11-03
Mraz, Amerine & Associates, Inc.
INCREASED2,0452,029+16+1%$718.8K$678.6K-$40.2K2026-10-30
SS&H Financial Advisors, Inc.
UNCHANGED2,0452,04500%$724.0K$679.0K-$45.0K2026-10-28
Salvus Wealth Management, LLC
INCREASED2,0441,763+281+16%$624.5K$678.3K+$53.7K2026-10-13
Breakwater Capital Group
DECREASED2,0396,780-4,741-70%$2.4M$676.6K-$1.7M2026-10-09
AGH Wealth Advisors, LLC
DECREASED2,0312,033-20%$720.3K$674.0K-$46.2K2026-10-26
Summit Wealth Group LLC / Co
INCREASED2,0281,937+91+5%$686.2K$672.8K-$13.4K2026-10-29
Sentry LLC
DECREASED2,0272,174-147-7%$770.1K$672.6K-$97.5K2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED2,0212,057-36-2%$728.7K$670.6K-$58.0K2026-10-27
S.A. Mason LLC
UNCHANGED2,0152,01500%$713.8K$668.6K-$45.2K2026-10-13
Willner & Heller, LLC
DECREASED2,0112,050-39-2%$726.2K$667.4K-$58.8K2026-10-28
Turning Point Benefit Group, Inc.
DECREASED2,0112,041-30-1%$724.1K$669.1K-$55.0K2026-10-28
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED2,0092,00900%$711.7K$666.6K-$45.0K2026-11-02
Calamos Wealth Management LLC
INCREASED1,9961,487+509+34%$526.8K$662.3K+$135.6K2026-11-02
Patten & Patten Inc
INCREASED1,9871,986+1+0%$703.6K$659.5K-$44.1K2026-10-26
Clear Harbor Asset Management, LLC
INCREASED1,9861,551+435+28%$549.4K$659.0K+$109.6K2026-11-05
Arista Wealth Management, LLC
INCREASED1,9831,968+15+1%$697.1K$658.0K-$39.1K2026-10-29
Applied Finance Capital Management, LLC
DECREASED1,9771,997-20-1%$707.4K$656.0K-$51.4K2026-11-03
West Paces Advisors Inc.
INCREASED1,9751,854+121+7%$656.8K$655.4K-$1.4K2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED1,9662,000-34-2%$708.5K$652.4K-$56.1K2026-10-13
Legacy Private Trust Co.
UNCHANGED1,9651,96500%$696.1K$652.0K-$44.0K2026-10-06
Signet Investment Advisory Group, Inc.
DECREASED1,9392,001-62-3%$708.8K$643.4K-$65.4K2026-10-30
SBI Securities Co., Ltd.
INCREASED1,9331,867+66+4%$661.4K$641.4K-$19.9K2026-10-22
Cornerstone Wealth Group, LLC
INCREASED1,9291,612+317+20%$570.9K$639.9K+$69.0K2026-11-02
Harbor Investment Advisory, LLC
INCREASED1,9191,855+64+3%$656.9K$636.6K-$20.3K2026-10-13
Carret Asset Management, LLC
UNCHANGED1,9051,90500%$674.8K$632.1K-$42.7K2026-11-04
GC Wealth Management RIA, LLC
INCREASED1,8991,785+114+6%$632.3K$630.1K-$2.2K2026-11-02
Mather Group, Llc.
DECREASED1,8961,905-90%$674.9K$629.2K-$45.7K2026-10-14
Total Wealth Planning & Management, Inc.
INCREASED1,8921,840+52+3%$651.8K$627.8K-$24.0K2026-10-23
Intrua Financial, LLC
INCREASED1,8901,763+127+7%$624.4K$627.2K+$2.8K2026-10-28
Shulman DeMeo Asset Management LLC
DECREASED1,8871,976-89-4%$700.1K$626.1K-$74.0K2026-10-09
Capital Asset Advisory Services LLC
DECREASED1,8862,028-142-7%$718.4K$661.7K-$56.7K2026-10-30
Bank of Stockton
DECREASED1,8761,971-95-5%$698.2K$622.5K-$75.7K2026-10-20
Wilmington Savings Fund Society, FSB
UNCHANGED1,8531,85300%$656.4K$614.9K-$41.5K2026-10-23
PUREfi Wealth, LLC
DECREASED1,8351,846-11-1%$653.9K$608.9K-$45.0K2026-10-19
Bison Wealth, LLC
INCREASED1,8311,760+71+4%$663.3K$614.2K-$49.1K2026-10-13
Wealth Science Advisors LLC
DECREASED1,8251,929-104-5%$683.3K$605.6K-$77.7K2026-10-09
Thrive Wealth Management, LLC
DECREASED1,8201,836-16-1%$650.5K$603.8K-$46.7K2026-10-13
CWS Financial Advisors, LLC
INCREASED1,8201,819+1+0%$644.5K$603.8K-$40.7K2026-10-16
Galvin, Gaustad & Stein, LLC
UNCHANGED1,8161,81600%$643.4K$602.7K-$40.7K2026-10-08
First Heartland Consultants, Inc.
INCREASED1,804833+971+117%$295.1K$598.7K+$303.6K2026-10-08
QTR Family Wealth, LLC
INCREASED1,8031,709+94+6%$605.3K$598.2K-$7.0K2026-11-02
Ti-Trust, Inc
UNCHANGED1,8001,80000%$637.6K$597.3K-$40.3K2026-10-21
Avestar Capital, LLC
INCREASED1,7981,686+112+7%$597.2K$596.6K-$6192026-10-28
Centurion Wealth Management LLC
UNCHANGED1,7901,79000%$634.1K$594.1K-$40.1K2026-10-13
Triton Wealth Management, Pllc
INCREASED1,7801,295+485+37%$484.6K$671.1K+$186.5K2026-11-04
Barlow Wealth Partners, LLC
DECREASED1,7801,797-17-1%$672.6K$589.8K-$82.9K2026-10-15
Tilia Fiduciary Partners, Inc.
DECREASED1,7741,882-108-6%$666.9K$588.7K-$78.1K2026-10-09
Willow Creek Capital Management, Inc.
UNCHANGED1,7721,77200%$627.7K$627.7K$02026-10-16
St. Clair Advisors, LLC
INCREASED1,7591,750+9+1%$619.9K$583.7K-$36.2K2026-10-13
Klingman & Associates, LLC
INCREASED1,709986+723+73%$349.3K$567.1K+$217.8K2026-10-20
Interchange Capital Partners, LLC
INCREASED1,7071,555+152+10%$550.9K$566.6K+$15.7K2026-10-28
Riversedge Advisors, LLC
INCREASED1,705979+726+74%$346.8K$565.7K+$218.9K2026-10-09
Alchemi Wealth, LLC
INCREASED1,7041,661+43+3%$588.7K$565.7K-$23.0K2026-11-04
iA Global Asset Management Inc.
DECREASED1,69515,214-13,519-89%$5.4M$562.0K-$4.8M2026-10-29
Westco Advisory Services Inc
UNCHANGED1,6931,69300%$599.7K$561.8K-$37.9K2026-10-14
Aull & Monroe Investment Management Corp
INCREASED1,6771,642+35+2%$581.7K$556.5K-$25.2K2026-10-16
BayBridge Capital Group, LLC
NEW1,676—+1,676——$556.3K—2026-10-13
Gibbs Wealth Management
INCREASED1,6751,600+75+5%$566.9K$555.9K-$11.0K2026-10-22
PDS Planning, Inc
INCREASED1,6681,396+272+19%$494.5K$553.3K+$58.8K2026-11-03
First Interstate Bank
UNCHANGED1,6631,66300%$589.1K$551.8K-$37.3K2026-10-23
SYM Financial Corp
INCREASED1,6451,139+506+44%$403.5K$545.7K+$142.2K2026-10-26
Schmidt P J Investment Management Inc
DECREASED1,6451,708-63-4%$605.0K$545.9K-$59.2K2026-11-02
Lighthouse Financial Services Inc
INCREASED1,6451,639+6+0%$594.8K$546.0K-$48.8K2026-11-02
Howard Capital Management, LLC
DECREASED1,6431,657-14-1%$587.0K$545.2K-$41.8K2026-10-16
Global X Japan Co., Ltd.
DECREASED1,6411,813-172-9%$642.2K$544.5K-$97.7K2026-10-21
Investment Management Corp
INCREASED1,6411,573+68+4%$557.3K$544.5K-$12.8K2026-11-03
Capital Advisors, Ltd. LLC
INCREASED1,6391,598+41+3%$566$544.0K+$543.4K2026-10-27
Flavin Financial Services, Inc.
INCREASED1,6351,550+85+5%$549.1K$542.5K-$6.5K2026-10-21
Blake Schutter Theil Wealth Advisors, LLC
DECREASED1,6311,733-102-6%$613.9K$541.2K-$72.7K2026-11-02
Segment Wealth Management, LLC
UNCHANGED1,6181,61800%$573.2K$536.9K-$36.3K2026-10-26
Summit Asset Management, LLC
INCREASED1,6081,606+2+0%$568.9K$533.6K-$35.3K2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED1,6071,628-21-1%$576.7K$533.3K-$43.5K2026-11-02
Petros Family Wealth, LLC
INCREASED1,6011,453+148+10%$514.7K$531.3K+$16.5K2026-10-28
CV Advisors LLC
UNCHANGED1,6001,60000%$566.8K$530.9K-$35.9K2026-10-13
Zullo Investment Group, Inc.
DECREASED1,5961,601-50%$567.3K$529.8K-$37.5K2026-10-20
DecisionMap Wealth Management, LLC
DECREASED1,5871,677-90-5%$593.9K$526.6K-$67.3K2026-10-29
Achmea Investment Management B.V.
NEW1,581—+1,581——$525.0K—2026-10-30
Ballast, Inc.
UNCHANGED1,5761,57600%$558.3K$523.0K-$35.3K2026-10-20
3Chopt Investment Partners, LLC
INCREASED1,5751,407+168+12%$498.4K$522.6K+$24.2K2026-10-30
Trueblood Wealth Management, LLC
INCREASED1,5661,564+2+0%$554.0K$519.8K-$34.2K2026-10-23
Evansbrook LLC
UNCHANGED1,5611,56100%$553.0K$518.0K-$35.0K2026-10-16
Cove Private Wealth, LLC
INCREASED1,5481,546+2+0%$547.7K$513.7K-$34.0K2026-10-28
Childress Capital Advisors, LLC
DECREASED1,5461,691-145-9%$599.0K$513.0K-$86.0K2026-10-28
V-Square Quantitative Management LLC
INCREASED1,5341,334+200+15%$472.6K$509.0K+$36.5K2026-10-15
Kingdom Financial Group Llc.
DECREASED1,5251,688-163-10%$598.1K$505.9K-$92.1K2026-11-04
Argentarii, LLC
INCREASED1,5181,517+1+0%$594.5K$503.7K-$90.8K2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED1,5131,585-72-5%$561.4K$502.1K-$59.4K2026-10-22
Patrick M Sweeney & Associates, Inc
INCREASED1,5121,511+1+0%$535.1K$501.7K-$33.5K2026-10-22
Nemes Rush Group LLC
INCREASED1,5061,426+80+6%$505.1K$499.7K-$5.4K2026-11-04
Summit Global Investments
INCREASED1,505855+650+76%$303.0K$499.0K+$196.0K2026-10-28
Verity Asset Management, Inc.
DECREASED1,5011,504-30%$532.7K$498.0K-$34.7K2026-10-30
Fiduciary Alliance LLC
DECREASED1,4952,273-778-34%$805.1K$496.1K-$308.9K2026-10-13
Kelleher Financial Advisors
DECREASED1,4911,738-247-14%$615.7K$494.7K-$120.9K2026-10-30
Equitable Trust Co
INCREASED1,4901,488+2+0%$527.1K$494.4K-$32.7K2026-10-13
AdviceOne Advisory Services, LLC
INCREASED1,4851,484+1+0%$525.6K$492.7K-$32.9K2026-10-19
Trust Co of the South
UNCHANGED1,4771,47700%$523.2K$490.1K-$33.1K2026-10-21
LaFleur & Godfrey LLC
INCREASED1,4751,445+30+2%$511.9K$489.4K-$22.4K2026-10-27
Burke & Herbert Bank & Trust Co
DECREASED1,4711,531-60-4%$542.3K$488.1K-$54.2K2026-11-02
Bright Futures Wealth Management, Llc.
DECREASED1,4523,738-2,286-61%$1.3M$481.7K-$842.4K2026-10-23
First Financial Bank - Trust Division
UNCHANGED1,4521,45200%$514.4K$481.8K-$32.5K2026-10-01
Montecito Bank & Trust
DECREASED1,4481,453-50%$514.7K$480.5K-$34.2K2026-10-01
Greenfield Savings Bank
UNCHANGED1,4451,44500%$511.9K$479.5K-$32.4K2026-10-07
Abacus Planning Group, Inc.
INCREASED1,4371,420+17+1%$503.0K$476.8K-$26.2K2026-11-02
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED1,4351,480-45-3%$524.4K$476.3K-$48.1K2026-10-29
Flagship Harbor Advisors, LLC
INCREASED1,4341,430+4+0%$506.6K$475.8K-$30.8K2026-10-26
Harbour Trust & Investment Management Co
UNCHANGED1,4281,42800%$505.9K$473.9K-$32.0K2026-10-28
Nabity-Jensen Investment Management Inc
UNCHANGED1,4261,42600%$505.1K$473.2K-$32.0K2026-10-23
Grove Bank & Trust
INCREASED1,4171,406+11+1%$498.1K$470.2K-$27.9K2026-10-08
Investors Asset Management of Georgia Inc
INCREASED1,4051,205+200+17%$426.9K$466.2K+$39.4K2026-10-20
First National Bank Sioux Falls
UNCHANGED1,4051,40500%$470.6K$466.2K-$4.3K2026-10-13
Sovran Advisors, LLC
INCREASED1,394713+681+96%$280.2K$516.9K+$236.7K2026-11-02
Avior Wealth Management, LLC
DECREASED1,3921,413-21-1%$500.4K$461.9K-$38.6K2026-10-13
Contravisory Investment Management, Inc.
DECREASED1,3912,006-615-31%$710.6K$461.6K-$249.0K2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED1,3881,433-45-3%$507.6K$460.6K-$47.0K2026-10-22
Anchyra Partners LLC
INCREASED1,3841,322+62+5%$468.3K$459.3K-$9.1K2026-10-13
Retirement Planning Co of New England, Inc.
DECREASED1,3761,399-23-2%$495.7K$456.5K-$39.2K2026-10-15
Novem Group
DECREASED1,3741,415-41-3%$501.2K$456.0K-$45.2K2026-10-19
Sage Capital Management, LLC
UNCHANGED1,3741,37400%$487.0K$456.3K-$30.7K2026-10-20
Accel Wealth Management
DECREASED1,3691,376-7-1%$487.4K$454.3K-$33.2K2026-10-13
Advisory Solutions Group, LLC
NEW1,367—+1,367——$453.7K—2026-10-14
TrueWealth Advisors, LLC
DECREASED1,3651,371-60%$485.8K$453.1K-$32.8K2026-10-09
ERn Financial, LLC
INCREASED1,3581,346+12+1%$476.8K$450.6K-$26.2K2026-10-28
Southland Equity Partners LLC
INCREASED1,3471,334+13+1%$472.6K$447.1K-$25.5K2026-10-14
Symmetry Partners, LLC
INCREASED1,3451,258+87+7%$445.7K$446.2K+$5212026-10-27
Valley Brook Capital Group, Inc.
UNCHANGED1,3421,34200%$475.3K$445.3K-$30.0K2026-10-26
71 West Capital Partners
INCREASED1,3411,315+26+2%$465.8K$445.0K-$20.8K2026-11-04
Cerro Pacific Wealth Advisors LLC
DECREASED1,3391,379-40-3%$488.4K$444.3K-$44.0K2026-10-22
Occidental Asset Management, LLC
INCREASED1,3331,306+27+2%$462.6K$442.3K-$20.3K2026-11-05
StoneX Group Inc.
INCREASED1,328820+508+62%$290.6K$443.6K+$153.1K2026-11-03
Adirondack Trust Co
DECREASED1,3252,649-1,324-50%$938.3K$439.6K-$498.7K2026-10-14
SAX Wealth Advisors, LLC
INCREASED1,3251,014+311+31%$348.1K$439.6K+$91.5K2026-10-13
Pennsylvania Capital Management Inc
UNCHANGED1,3201,32000%$467.6K$438.0K-$29.6K2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED1,3171,018+299+29%$360.9K$437.1K+$76.2K2026-10-29
BankChampaign, National Association
DECREASED1,3151,455-140-10%$515.4K$436.4K-$79.1K2026-10-19
Evermay Wealth Management LLC
UNCHANGED1,3141,31400%$465.5K$436.0K-$29.4K2026-11-05
Kingsman Wealth Management, Inc.
DECREASED1,3081,656-348-21%$586.5K$434.0K-$152.4K2026-10-13
Roxbury Financial LLC
DECREASED1,3011,302-10%$461.2K$431.8K-$29.4K2026-10-01
Everett Harris & Co
UNCHANGED1,3001,30000%$460.5K$431.4K-$29.1K2026-10-28
Associated Banc-Corp
INCREASED1,2971,252+45+4%$443.5K$430.4K-$13.1K2026-10-30
Wagner Wealth Management, Corp
DECREASED1,2961,320-24-2%$467.6K$430.1K-$37.5K2026-10-20
Momentous Wealth Management, Inc.
DECREASED1,2941,334-40-3%$472.6K$429.4K-$43.2K2026-10-21
United Capital Management of KS, Inc.
DECREASED1,2901,424-134-9%$504.4K$428.2K-$76.3K2026-11-04
Bank of New Hampshire
DECREASED1,2851,373-88-6%$486.4K$426.4K-$60.0K2026-10-06
Huntleigh Advisors, Inc.
INCREASED1,2851,260+25+2%$446.3K$426.4K-$19.9K2026-11-03
Hoxton Planning & Management, LLC
DECREASED1,2761,281-50%$453.9K$423.6K-$30.3K2026-10-15
Gallagher Capital Advisors, LLC
INCREASED1,2711,266+5+0%$448.4K$421.8K-$26.6K2026-10-09
Sound Financial Strategies Group, LLC
INCREASED1,270849+421+50%$300.8K$421.4K+$120.7K2026-10-30
1620 Investment Advisors, Inc.
DECREASED1,2691,276-7-1%$452.0K$421.1K-$30.9K2026-11-04
Gen-Wealth Partners Inc
DECREASED1,2651,461-196-13%$517.7K$419.7K-$98.0K2026-11-04
Raleigh Capital Management Inc.
DECREASED1,2551,348-93-7%$477.4K$416.5K-$60.9K2026-10-28
Atwater Malick LLC
INCREASED1,2491,193+56+5%$422.6K$414.5K-$8.2K2026-10-15
Connecticut Wealth Management, LLC
DECREASED1,2421,311-69-5%$464.5K$412.0K-$52.5K2026-10-13
Virtue Capital Management, LLC
DECREASED1,2341,960-726-37%$694.3K$409.4K-$284.9K2026-10-29
Montchanin Asset Management, LLC
INCREASED1,2341,059+175+17%$375.0K$409.0K+$34.0K2026-11-02
WBH Advisory Inc
UNCHANGED1,2311,23100%$436.2K$408.6K-$27.6K2026-11-05
Lodestar Private Asset Management LLC
UNCHANGED1,2261,22600%$434.3K$406.8K-$27.5K2026-10-26
Partners Wealth Management, LLC
NEW1,216—+1,216——$403.5K—2026-10-28
Capital Investment Counsel, Inc
INCREASED1,2141,200+14+1%$425.1K$402.8K-$22.2K2026-10-20
FCG Investment Co
INCREASED1,2111,082+129+12%$383.3K$401.9K+$18.6K2026-10-13
Smith Salley Wealth Management
INCREASED1,2081,124+84+7%$398.2K$400.9K+$2.7K2026-11-03
Trinity Financial Advisors LLC
INCREASED1,2051,200+5+0%$425.1K$399.9K-$25.2K2026-10-09
Abel Hall, LLC
INCREASED1,2031,136+67+6%$402.5K$399.3K-$3.2K2026-10-19
Accredited Investors Inc.
NEW1,197—+1,197——$397.3K—2026-11-03
Alliance Wealth Advisors, LLC
DECREASED1,1961,220-24-2%$432.0K$397.1K-$35.0K2026-10-28
Matthew Goff Investment Advisor, LLC
UNCHANGED1,1821,18200%$418.7K$392.2K-$26.5K2026-10-13
Journey Advisory Group, LLC
DECREASED1,1781,253-75-6%$443.9K$390.9K-$53.0K2026-11-04
Gallacher Capital Management LLC
NEW1,175—+1,175——$389.8K—2026-10-30
Chicago Capital, LLC
DECREASED1,1751,191-16-1%$422.1K$389.8K-$32.3K2026-10-13
LEE Danner & Bass Inc
UNCHANGED1,1711,17100%$414.8K$388.5K-$26.2K2026-10-27
JFS Wealth Advisors, LLC
INCREASED1,1651,162+3+0%$411.8K$386.5K-$25.2K2026-11-03
Alpha Family Trust
UNCHANGED1,1601,16000%$410.9K$410.9K$02026-11-04
Hamilton Point Investment Advisors, LLC
UNCHANGED1,1591,15900%$410.6K$384.6K-$26.0K2026-11-03
Investment Research Partners LLC
INCREASED1,1581,101+57+5%$390.0K$384.3K-$5.8K2026-10-19
Bill Few Associates, Inc.
INCREASED1,1581,155+3+0%$409.0K$384.1K-$24.9K2026-10-09
55 North Private Wealth, LLC
INCREASED1,1571,070+87+8%$379.0K$383.9K+$4.9K2026-10-20
Master's Wealth Management Inc.
INCREASED1,1551,126+29+3%$398.9K$383.2K-$15.7K2026-10-22
Camden National Bank
DECREASED1,1501,189-39-3%$421.2K$381.6K-$39.6K2026-11-02
Wealth Alliance Advisory Group, LLC
INCREASED1,1491,147+2+0%$406.2K$381.4K-$24.8K2026-10-14
Baron Wealth Management LLC
INCREASED1,129956+173+18%$338.7K$374.5K+$35.7K2026-10-27
Sterling Financial Planning, Inc.
UNCHANGED1,1281,12800%$399.5K$374.2K-$25.3K2026-10-28
Northwest Financial Advisors
DECREASED1,1271,134-7-1%$401.7K$374.0K-$27.7K2026-10-27
SJS Investment Consulting Inc.
INCREASED1,125588+537+91%$208.4K$373.4K+$165.0K2026-10-26
One Wealth Capital Management, LLC
DECREASED1,1251,426-301-21%$505.1K$373.3K-$131.8K2026-10-23
Avail Investment Partners, LLC
INCREASED1,1241,067+57+5%$378.0K$373.0K-$5.0K2026-10-16
Castle Rock Wealth Management, LLC
DECREASED1,1231,182-59-5%$428.8K$372.0K-$56.8K2026-10-09
Fiduciary Family Office, LLC
DECREASED1,1211,139-18-2%$403.5K$372.0K-$31.5K2026-11-04
River Street Advisors LLC
UNCHANGED1,1201,12000%$396.7K$371.7K-$25.1K2026-10-22
Kestra Investment Management, LLC
DECREASED1,1181,130-12-1%$400.3K$371.0K-$29.3K2026-11-04
Berkshire Money Management, Inc.
NEW1,117—+1,117——$370.7K—2026-10-21
Summit Financial Wealth Advisors, LLC
INCREASED1,1161,084+32+3%$384.0K$370.3K-$13.7K2026-10-15
Hurlow Wealth Management Group, Inc.
UNCHANGED1,1151,11500%$395.0K$370.1K-$24.9K2026-10-29
Worth Asset Management, LLC
INCREASED1,114993+121+12%$351.8K$369.7K+$17.9K2026-10-07
Northbridge Financial Group, LLC
UNCHANGED1,1111,11100%$393.6K$368.1K-$25.5K2026-11-05
Putney Financial Group LLC
INCREASED1,1061,023+83+8%$362.4K$367.0K+$4.6K2026-10-30
Midland Wealth Advisors, LLC
DECREASED1,1041,248-144-12%$442.1K$366.3K-$75.8K2026-10-26
Winthrop Advisory Group LLC
DECREASED1,0991,105-6-1%$391.6K$364.5K-$27.1K2026-10-22
4Wealth Advisors, Inc.
INCREASED1,0971,096+1+0%$381.3K$364.8K-$16.5K2026-10-13
Total Clarity Wealth Management, Inc.
INCREASED1,0961,095+1+0%$388.0K$363.6K-$24.4K2026-10-26
Asset Planning,Inc
UNCHANGED1,0961,09600%$388.2K$363.8K-$24.4K2026-10-26
Fairscale Capital, LLC
INCREASED1,0891,088+1+0%$385.4K$405.8K+$20.3K2026-11-04
Asempa Wealth Advisors
UNCHANGED1,0881,08800%$385.4K$362.0K-$23.4K2026-10-07
Smith Shellnut Wilson LLC
UNCHANGED1,0841,08400%$384.0K$359.7K-$24.3K2026-10-21
Advisor OS, LLC
INCREASED1,0821,025+57+6%$363.2K$359.3K-$3.9K2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED1,0771,078-10%$381.8K$357.4K-$24.4K2026-10-29
Tranquility Partners, LLC
INCREASED1,0761,046+30+3%$370.5K$357.0K-$13.5K2026-10-20
Chicago Trust Co NA
DECREASED1,0701,130-60-5%$400.3K$355.1K-$45.2K2026-10-28
Canopy Partners, LLC
INCREASED1,0651,046+19+2%$370.5K$353.4K-$17.1K2026-10-28
Mccarter Private Wealth Services LLC
INCREASED1,0591,036+23+2%$367.0K$351.4K-$15.6K2026-10-22
Fiduciary Financial Group, LLC
INCREASED1,0551,049+6+1%$371.6K$350.1K-$21.5K2026-10-13
Armstrong Advisory Group, Inc
UNCHANGED1,0511,05100%$372.3K$348.8K-$23.6K2026-10-09
Certified Advisory Corp
INCREASED1,0501,049+1+0%$371.7K$348.4K-$23.3K2026-10-29
Schear Investment Advisers, LLC
NEW1,048—+1,048——$347.7K—2026-10-14
Tempo Wealth, LLC
INCREASED1,0481,046+2+0%$370.6K$347.7K-$23.0K2026-10-14
Romano Brothers and Company
UNCHANGED1,0371,03700%$367.3K$344.1K-$23.2K2026-10-22
Waldron Private Wealth LLC
DECREASED1,0351,091-56-5%$386.5K$343.4K-$43.0K2026-11-02
Prevail Innovative Wealth Advisors, LLC
NEW1,034—+1,034——$337.7K—2026-10-20
Ejmk Ventures LLC
INCREASED1,024978+46+5%$346.5K$339.8K-$6.6K2026-10-21
Manchester Financial Inc
INCREASED1,0241,023+1+0%$362.5K$339.7K-$22.8K2026-10-15
SeaBridge Investment Advisors LLC
NEW1,019—+1,019——$338.1K—2026-11-02
Insight Advisors, LLC/ PA
DECREASED1,0161,055-39-4%$373.7K$337.1K-$36.6K2026-10-22
Sageworth Trust Co
NEW1,010—+1,010——$335.1K—2026-10-30
BIP Wealth, LLC
INCREASED1,009799+210+26%$283.0K$334.8K+$51.8K2026-10-22
Atticus Wealth Management, LLC
INCREASED1,004930+74+8%$329.3K$333.1K+$3.8K2026-10-20
Cadent Capital Advisors, LLC
INCREASED1,0041,000+4+0%$354.2K$333.2K-$21.0K2026-10-09
BAR Harbor Wealth Management
DECREASED1,0031,034-31-3%$366.3K$332.8K-$33.5K2026-10-21
Wolverine Asset Management LLC
NEW1,000—+1,000——$331.8K—2026-11-02
Eagle Bay Advisors LLC
DECREASED1,0001,029-29-3%$364.6K$331.9K-$32.7K2026-10-16
Smith & Howard Wealth Management, LLC
UNCHANGED1,0001,00000%$354.2K$331.8K-$22.4K2026-10-27
Matisse Capital
UNCHANGED1,0001,00000%$354.2K$331.8K-$22.4K2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED998992+6+1%$351.5K$331.1K-$20.5K2026-10-28
Souders Financial Advisors
DECREASED997999-20%$353.9K$330.8K-$23.1K2026-11-03
Essential Partners LLC
INCREASED995802+193+24%$284.1K$330.2K+$46.1K2026-10-14
Obermeyer Wealth Partners
INCREASED995980+15+2%$347.2K$330.2K-$17.0K2026-10-21
Global Trust Asset Management, LLC
DECREASED9911,006-15-1%$356.4K$328.9K-$27.5K2026-10-19
LifeGoal Investments, LLC
INCREASED989723+266+37%$256.1K$328.2K+$72.1K2026-10-09
Revolve Wealth Partners, LLC
INCREASED984933+51+5%$330.5K$326.5K-$4.0K2026-10-23
Focus Financial Network, Inc.
INCREASED981620+361+58%$219.7K$325.5K+$105.9K2026-10-14
Burkett Asset Management Ltd
DECREASED9801,155-175-15%$409.1K$325.2K-$84.0K2026-10-13
TrinityBridge Ltd
UNCHANGED97097000%$343.0K$322.0K-$21.0K2026-10-30
FAI Advisors, Inc.
INCREASED966902+64+7%$319.5K$320.5K+$1.0K2026-10-27
Capstone Wealth Management, LLC
INCREASED964690+274+40%$244.4K$319.9K+$75.5K2026-11-02
Randall & Associates Wealth Management
DECREASED9631,053-90-9%$373.0K$319.6K-$53.5K2026-10-20
Wolff Financial Management LLC
UNCHANGED96396300%$341.1K$319.6K-$21.6K2026-10-23
Moss Adams Wealth Advisors LLC
DECREASED9611,128-167-15%$399.7K$319.0K-$80.7K2026-10-28
Allegiance Financial Group Advisory Services LLC
NEW958—+958——$317.9K—2026-11-02
Piscataqua Savings Bank
UNCHANGED95595500%$338.3K$316.9K-$21.4K2026-10-21
City State Bank
INCREASED954898+56+6%$318.1K$316.6K-$1.5K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9493,568-2,619-73%$1.3M$314.9K-$949.2K2026-10-14
Flywheel Private Wealth LLC
DECREASED947972-25-3%$344.3K$314.2K-$30.1K2026-11-02
CRA Financial Services, LLC
INCREASED941938+3+0%$332.3K$312.4K-$19.9K2026-10-16
Cornell Pochily Investment Advisors, Inc.
UNCHANGED94094000%$333.0K$311.9K-$21.1K2026-10-19
Parsons Capital Management Inc
DECREASED9371,179-242-21%$417.6K$310.9K-$106.7K2026-10-28
Heartwood Wealth Advisors LLC
INCREASED935896+39+4%$317.4K$310.3K-$7.1K2026-10-05
MPS Loria Financial Planners, LLC
UNCHANGED93393300%$330.5K$309.6K-$20.9K2026-10-14
Forum Financial Management, LP
DECREASED930935-5-1%$331.3K$308.6K-$22.7K2026-10-16
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED929900+29+3%$318.9K$308.2K-$10.8K2026-10-15
CLG LLC
UNCHANGED92992900%$329.0K$308.4K-$20.6K2026-10-13
Opus Capital Group, LLC
DECREASED928954-26-3%$338.0K$308.0K-$30.0K2026-10-30
Michael Brady & Co., LLC
UNCHANGED92592500%$327.7K$306.9K-$20.7K2026-10-23
Jeppson Wealth Management, LLC
UNCHANGED92192100%$326.3K$305.6K-$20.6K2026-10-20
MFA Wealth Services
INCREASED918908+10+1%$321.8K$304.8K-$17.0K2026-10-14
Howard Capital Management Group, LLC
DECREASED917918-10%$325.0K$304.5K-$20.6K2026-10-16
BLB&B Advisors, LLC
DECREASED914923-9-1%$327.0K$303.3K-$23.7K2026-10-27
Meadow Creek Wealth Advisors LLC
INCREASED913879+34+4%$311.4K$303.0K-$8.4K2026-11-02
Bellecapital International Ltd.
INCREASED912867+45+5%$307.1K$302.6K-$4.5K2026-10-21
CPC Advisors, LLC
NEW910—+910——$302.0K—2026-10-21
Unique Wealth, LLC
INCREASED906874+32+4%$309.6K$300.6K-$9.0K2026-10-16
M. Kraus & Co
UNCHANGED90690600%$320.9K$300.6K-$20.3K2026-10-20
Everhart Financial Group, Inc.
DECREASED905920-15-2%$325.9K$300.3K-$25.6K2026-10-08
Tritonpoint Wealth, LLC
INCREASED901746+155+21%$264.4K$299.1K+$34.7K2026-10-19
Platform Technology Partners
NEW896—+896——$297.2K—2026-11-02
Terra Nova Asset Management LLC
UNCHANGED89589500%$317.0K$297.0K-$20.1K2026-10-13
Maia Wealth LLC
DECREASED8941,004-110-11%$355.7K$296.7K-$59.0K2026-10-19
Redmond Asset Management, LLC
DECREASED894909-15-2%$322.0K$296.7K-$25.3K2026-10-27
AlphaCentric Advisors LLC
INCREASED892801+91+11%$283.7K$296.0K+$12.2K2026-11-03
Tuttle Capital Management, LLC
NEW891—+891——$295.7K—2026-10-21
Canandaigua National Trust Co of Florida
NEW888—+888——$294.7K—2026-10-07
Pension & Wealth Management Advisors, Inc.
NEW886—+886——$294.1K—2026-10-16
Samalin Investment Counsel, LLC
INCREASED886884+2+0%$313.2K$293.9K-$19.3K2026-10-23
Lynch Investment Planning, LLC
UNCHANGED88688600%$313.9K$294.0K-$19.9K2026-10-27
Independence Wealth Advisors, LLC
DECREASED8851,069-184-17%$378.7K$293.7K-$85.0K2026-10-29
Chesley Taft & Associates LLC
UNCHANGED87787700%$310.7K$291.0K-$19.7K2026-10-13
Lakewood Asset Management LLC
UNCHANGED87287200%$308.8K$289.5K-$19.3K2026-10-26
Angeles Wealth Management, LLC
DECREASED870980-110-11%$347.2K$288.7K-$58.5K2026-10-26
1900 Wealth Management LLC
NEW868—+868——$288.2K—2026-10-13
Urban Wealth Management, LLC
DECREASED868906-38-4%$320.9K$288.0K-$32.9K2026-10-21
Solstein Capital, LLC
UNCHANGED86886800%$307.5K$288.0K-$19.5K2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED864801+63+8%$283.8K$286.8K+$3.1K2026-10-16
Fragasso Financial Advisors Inc
NEW862—+862——$285.6K—2026-10-13
LMG Wealth Partners, LLC
UNCHANGED86086000%$304.6K$285.4K-$19.3K2026-11-05
Evanson Financial, LLC
UNCHANGED85785700%$303.6K$284.4K-$19.2K2026-10-23
Gratus Wealth Advisors, LLC
UNCHANGED85485400%$302.5K$283.4K-$19.1K2026-10-26
Marion Wealth Management
INCREASED852805+47+6%$285.2K$282.8K-$2.4K2026-10-22
SmartHarvest Portfolios, LLC
DECREASED8511,295-444-34%$458.6K$282.5K-$176.1K2026-10-26
Hunter Associates Investment Management LLC
DECREASED850878-28-3%$311.0K$282.0K-$29.0K2026-10-26
BridgePort Financial Solutions, LLC
DECREASED850855-5-1%$302.7K$281.9K-$20.8K2026-11-02
City Holding Co
UNCHANGED85085000%$301.1K$282.0K-$19.0K2026-10-19
Presilium Private Wealth, LLC
NEW847—+847——$281.1K—2026-10-26
Seamount Financial Group Inc
UNCHANGED84584500%$299.2K$280.4K-$18.9K2026-10-21
Victory Financial Group, LLC
NEW841—+841——$279.1K—2026-10-27
Acorn Wealth Advisors, LLC
INCREASED839835+4+0%$295.8K$278.4K-$17.4K2026-10-19
Lake Street Private Wealth, LLC
DECREASED835998-163-16%$353.7K$277.2K-$76.5K2026-10-22
G&S Capital LLC
INCREASED835785+50+6%$278.1K$277.1K-$1.0K2026-10-23
Blue Trust, Inc.
DECREASED8341,027-193-19%$363.9K$276.9K-$87.1K2026-10-15
Cooper Financial Group
INCREASED832689+143+21%$244.1K$276.2K+$32.1K2026-10-07
Birch Hill Investment Advisors LLC
NEW831—+831——$275.8K—2026-10-16
Bryn Mawr Trust Advisors, LLC
INCREASED831827+4+0%$292.9K$275.7K-$17.3K2026-11-04
KOM Wealth Management Group, LLC
DECREASED831834-30%$295.6K$275.9K-$19.7K2026-10-15
RW Investment Management LLC
INCREASED830737+93+13%$261.1K$275.4K+$14.3K2026-11-03
Alhambra Investment Management LLC
UNCHANGED82882800%$293.3K$274.8K-$18.6K2026-10-15
LVM Capital Management LTD
UNCHANGED82582500%$292$273.8K+$273.5K2026-10-20
WealthPlan Investment Management, LLC
INCREASED819592+227+38%$209.7K$271.8K+$62.1K2026-10-15
Landaas & Co
NEW817—+817——$271.1K—2026-10-29
Investment Advisory Services Inc
INCREASED809774+35+5%$274.1K$268.4K-$5.7K2026-10-27
Financial Partners Group, Inc
DECREASED8071,008-201-20%$357.0K$267.8K-$89.2K2026-10-19
IMZ Advisory Inc
INCREASED803795+8+1%$281.6K$266.5K-$15.1K2026-11-03
SWP Financial LLC
UNCHANGED80180100%$283.7K$265.8K-$18.0K2026-10-23
Stewardship Advisors, LLC
INCREASED799781+18+2%$276.7K$265.1K-$11.5K2026-10-20
Markowski Investments
INCREASED798796+2+0%$282.0K$264.9K-$17.1K2026-10-30
CPR Investments Inc.
INCREASED797686+111+16%$243.0K$264.4K+$21.4K2026-10-26
Alessandra Capital Management, LLC
NEW795—+795——$263.8K—2026-10-30
LexAurum Advisors, LLC
DECREASED788863-75-9%$305.6K$261.5K-$44.2K2026-10-19
Succession Financial, Inc.
UNCHANGED78878800%$279.3K$261.6K-$17.7K2026-10-14
Founders Financial Securities LLC
DECREASED786798-12-1%$282.5K$261.0K-$21.6K2026-10-28
Corps Capital Advisors, LLC
UNCHANGED78378300%$277.4K$259.8K-$17.5K2026-11-05
Weaver Capital Management LLC
INCREASED781610+171+28%$209.4K$259.2K+$49.8K2026-10-15
Emerald Advisors, LLC
DECREASED780888-108-12%$314.5K$258.8K-$55.7K2026-10-13
waypoint wealth counsel
INCREASED779680+99+15%$240.9K$258.5K+$17.6K2026-10-22
Old Second National Bank of Aurora
UNCHANGED77477400%$274.2K$256.8K-$17.3K2026-10-22
Kaufman Rossin Wealth, LLC
NEW769—+769——$255.1K—2026-10-19
CDM Financial Counseling Services, Inc.
INCREASED768743+25+3%$263.4K$255.0K-$8.3K2026-10-15
Eagle Strategies LLC
DECREASED765767-20%$271.8K$254.0K-$17.8K2026-10-16
Windsor Capital Management, LLC
UNCHANGED76376300%$270.3K$253.2K-$17.1K2026-10-13
Trust Co
DECREASED7592,312-1,553-67%$819.0K$251.9K-$567.1K2026-10-09
Laurion Capital Management LP
NEW755—+755——$250.5K—2026-10-30
Adell Harriman & Carpenter Inc
DECREASED753840-87-10%$297.6K$249.9K-$47.7K2026-11-02
Congress Park Capital LLC
INCREASED750700+50+7%$248.0K$248.9K+$9052026-10-13
Alliance Wealth Advisors, LLC
DECREASED750756-6-1%$267.8K$248.9K-$18.9K2026-10-14
Accordant Advisory Group Inc
UNCHANGED74974900%$265.3K$248.5K-$16.8K2026-10-29
Lantz Financial LLC
DECREASED747751-4-1%$266.0K$247.9K-$18.2K2026-10-15
Optivise Advisory Services LLC
INCREASED742672+70+10%$238.0K$246.4K+$8.3K2026-10-19
WealthPoint Financial, LLC
DECREASED742748-6-1%$264.8K$246.1K-$18.7K2026-11-03
Facet Wealth, Inc.
INCREASED739598+141+24%$211.8K$245.2K+$33.4K2026-11-04
Weil Company, Inc.
INCREASED733641+92+14%$226.9K$243.4K+$16.5K2026-10-14
Greenwood Capital Associates LLC
DECREASED733765-32-4%$271.0K$243.2K-$27.8K2026-10-27
Violich Capital Management, Inc.
UNCHANGED73073000%$258.6K$242.2K-$16.4K2026-10-05
Van Cleef Asset Management,Inc
UNCHANGED72972900%$258.2K$241.9K-$16.3K2026-10-20
Foster Victor Wealth Advisors, LLC
INCREASED728682+46+7%$252.0K$248.6K-$3.4K2026-10-21
Enterprise Financial Services Corp
DECREASED727744-17-2%$263.6K$241.2K-$22.3K2026-11-03
May Hill Capital, LLC
INCREASED726639+87+14%$226.2K$240.8K+$14.6K2026-11-03
First Financial Corp
UNCHANGED72572500%$256.8K$240.6K-$16.2K2026-10-13
Avantra Family Wealth, Inc.
DECREASED724726-20%$257.2K$240.2K-$16.9K2026-10-20
Northwest Wealth Management, LLC
NEW723—+723——$239.8K—2026-10-30
Heritage Family Offices, LLP
INCREASED723623+100+16%$220.7K$239.9K+$19.2K2026-11-02
W Advisors, LLC
INCREASED719691+28+4%$244.8K$238.6K-$6.2K2026-11-02
Key Client Fiduciary Advisors, LLC
DECREASED718725-7-1%$257.0K$238.3K-$18.6K2026-10-19
Clear Creek Financial Management, LLC
INCREASED717627+90+14%$222.1K$237.8K+$15.7K2026-10-28
Portfolio Design Labs, LLC
INCREASED717705+12+2%$249.7K$237.9K-$11.8K2026-11-04
Rossby Financial, LCC
INCREASED71520+695+3475%$7.1K$237.3K+$230.2K2026-11-05
Regatta Capital Group, LLC
INCREASED715659+56+9%$233.5K$237.4K+$3.8K2026-10-23
Bensler, LLC
DECREASED713733-20-3%$259.8K$236.6K-$23.2K2026-11-05
Belleair Asset Management, LLC
UNCHANGED71271200%$252.2K$236.3K-$16.0K2026-11-03
Piedmont Capital Management, LLC
UNCHANGED71071000%$251.5K$235.6K-$15.9K2026-10-21
Moody National Bank Trust Division
UNCHANGED70470400%$249.4K$233.6K-$15.8K2026-10-06
Crown Wealth Group, LLC
INCREASED700688+12+2%$243.6K$232.2K-$11.4K2026-10-19
Wendell David Associates Inc
UNCHANGED70070000%$248.0K$232.0K-$16.0K2026-10-27
HT Partners LLC
UNCHANGED70070000%$248.0K$232.3K-$15.7K2026-10-20
Marathon Mission, Inc.
INCREASED699642+57+9%$227.4K$231.9K+$4.5K2026-10-01
Keystone Wealth Services, LLC
INCREASED699697+2+0%$247.1K$232.3K-$14.8K2026-11-03
Wealth Dimensions Group, Ltd.
DECREASED696738-42-6%$261.3K$230.9K-$30.5K2026-11-02
Ridgecrest Wealth Partners, LLC
INCREASED694587+107+18%$207.9K$230.3K+$22.4K2026-10-19
GoalFusion Wealth Management, LLC
UNCHANGED69169100%$244.8K$229.3K-$15.5K2026-10-06
Cromwell Holdings LLC
UNCHANGED68568500%$242.7K$227.3K-$15.4K2026-10-28
Waters Parkerson & Co., LLC
UNCHANGED68068000%$240.9K$225.6K-$15.2K2026-11-04
Sarver Vrooman Wealth Advisors
INCREASED678598+80+13%$220.9K$225.0K+$4.0K2026-10-01
Marino, Stram & Associates LLC
INCREASED678612+66+11%$216.9K$225.1K+$8.2K2026-10-22
Lineweaver Wealth Advisors, LLC
DECREASED678722-44-6%$255.7K$225.1K-$30.7K2026-10-13
First Bank & Trust
INCREASED675661+14+2%$234.2K$224.0K-$10.2K2026-10-19
Income Insurance Ltd
UNCHANGED67567500%$239.1K$224.0K-$15.1K2026-10-21
Reap Financial Group, LLC
INCREASED674611+63+10%$216.4K$223.7K+$7.4K2026-11-02
Beverly Hills Private Wealth, LLC
NEW672—+672——$223.1K—2026-11-04
Focused Wealth Management, Inc
NEW671—+671——$222.7K—2026-10-30
Clear Wave Wealth Management LLC
DECREASED671694-23-3%$245.8K$222.7K-$23.2K2026-11-04
SLT Holdings LLC
NEW670—+670——$222.3K—2026-10-15
Lewis Asset Management, LLC
INCREASED670668+2+0%$236.7K$222.2K-$14.5K2026-10-14
Clearwave Capital, LLC
NEW669—+669——$222.0K—2026-10-27
Triumph Capital Management
INCREASED668566+102+18%$200.5K$221.7K+$21.2K2026-10-14
Redwood Financial Network Corp
INCREASED663662+1+0%$234.5K$220.0K-$14.6K2026-11-03
Waterfront Wealth Inc.
UNCHANGED66366300%$248.7K$227.5K-$21.2K2026-11-03
AUA Capital Management, LLC
UNCHANGED66066000%$233.8K$219.0K-$14.8K2026-10-15
Plancorp, LLC
NEW658—+658——$245.2K—2026-11-03
Old Mission Investment Co LLC
INCREASED658613+45+7%$217.0K$218.2K+$1.2K2026-10-22
United Advisor Group, LLC
DECREASED656686-30-4%$243.0K$217.7K-$25.3K2026-11-03
McGuire Investment Group, LLC
DECREASED654795-141-18%$281.6K$217.0K-$64.6K2026-10-23
D'Orazio & Associates, Inc.
DECREASED654783-129-16%$277.4K$217.0K-$60.4K2026-11-04
Shum Financial Group, Inc.
INCREASED653610+43+7%$216.1K$216.7K+$6532026-10-13
Silverlake Wealth Management LLC
DECREASED651864-213-25%$306.1K$216.2K-$89.9K2026-10-21
Unify Financial Advisors
UNCHANGED65065000%$230.3K$215.7K-$14.6K2026-11-03
Narus Financial Partners, LLC
DECREASED649681-32-5%$241.3K$215.4K-$25.9K2026-10-19
Patriot Investment Management Group, Inc.
UNCHANGED64664600%$228.8K$214.4K-$14.5K2026-10-15
Barry Investment Advisors, LLC
DECREASED645714-69-10%$252.9K$214.1K-$38.8K2026-10-14
Patten Group, Inc.
INCREASED645615+30+5%$217.9K$214.0K-$3.8K2026-10-26
Leo Wealth, LLC
NEW644—+644——$213.5K—2026-10-26
Triad Wealth Partners, LLC
DECREASED640882-242-27%$337.4K$212.5K-$124.9K2026-10-26
Trust Point Inc.
INCREASED639580+59+10%$205.5K$212.0K+$6.6K2026-10-27
Uptick Partners, LLC
NEW638—+638——$211.7K—2026-11-04
Rosenberg Matthew Hamilton
DECREASED638659-21-3%$233.4K$211.7K-$21.7K2026-10-05
Griffith & Werner, Inc.
DECREASED637638-10%$226.0K$211.4K-$14.6K2026-11-04
Asset Advisory Group, Inc.
UNCHANGED63763700%$225.5K$211.2K-$14.3K2026-10-20
McAdam, LLC
DECREASED636638-20%$226.0K$211.2K-$14.8K2026-10-21
Alpine Bank Wealth Management
UNCHANGED63463400%$224.6K$210.4K-$14.2K2026-10-16
Quantum Financial Advisors, LLC
NEW631—+631——$209.3K—2026-11-03
Sierra Ocean, LLC
DECREASED629658-29-4%$233.3K$208.9K-$24.4K2026-11-03
Heritage Investors Management Corp
UNCHANGED62762700%$222.0K$208.0K-$14.0K2026-10-29
Skylands Capital, LLC
UNCHANGED62562500%$221.4K$207.4K-$14.0K2026-10-21
Cypress Wealth Services, LLC
DECREASED620743-123-17%$263.3K$205.4K-$57.8K2026-10-21
Kelly Financial Services LLC
INCREASED619618+1+0%$218.9K$205.5K-$13.4K2026-10-20
FSM Wealth Advisors, LLC
DECREASED617634-17-3%$224.7K$203.6K-$21.1K2026-10-27
Fort Washington Investment Advisors Inc
UNCHANGED61361300%$217.1K$203.4K-$13.7K2026-10-15
Stronghold Wealth Management L.L.C.
DECREASED612621-9-1%$220.0K$203.1K-$16.9K2026-10-16
Proathlete Wealth Management LLC
INCREASED609603+6+1%$213.9K$202.3K-$11.5K2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED608680-72-11%$240.7K$201.9K-$38.8K2026-10-14
Essential Investment Partners LLC
UNCHANGED60060000%$212.4K$198.9K-$13.4K2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED59659600%$211.1K$197.8K-$13.4K2026-10-30
Root Financial Partners, LLC
NEW586—+586——$194.5K—2026-10-21
Owl Creek Wealth Partners LLC
UNCHANGED57857800%$204.8K$191.8K-$13.0K2026-10-20
TSG Advice Partners, LLC
NEW576—+576——$204.0K—2026-10-29
True Wealth Design, LLC
INCREASED565464+101+22%$164.4K$187.5K+$23.1K2026-10-13
Deseret Mutual Benefit Administrators
DECREASED559593-34-6%$210.1K$185.5K-$24.6K2026-11-04
Key Capital Management, Inc
UNCHANGED55055000%$194.8K$182.5K-$12.3K2026-11-03
Zega Investments, LLC
DECREASED536563-27-5%$199.4K$177.9K-$21.6K2026-11-04
Compass Financial Management LLC
INCREASED532457+75+16%$168.7K$176.4K+$7.7K2026-10-30
Central Pacific Bank - Trust Division
DECREASED5301,453-923-64%$514.7K$175.9K-$338.8K2026-10-06
Gables Capital Management Inc.
UNCHANGED53053000%$187.7K$175.9K-$11.9K2026-11-04
Tsfg, LLC
INCREASED528527+1+0%$187.0K$175.0K-$12.0K2026-10-23
MTM Investment Management, LLC
UNCHANGED51951900%$183.9K$172.2K-$11.6K2026-10-30
DecisionPoint Financial, LLC
INCREASED515132+383+290%$47.7K$171.2K+$123.5K2026-10-27
Elyxium Wealth, LLC
NEW508—+508——$168.6K—2026-10-27
GK Wealth Management LLC
DECREASED488608-120-20%$215.5K$161.9K-$53.6K2026-10-09
Center for Financial Planning, Inc.
INCREASED48278+404+518%$27.6K$159.9K+$132.3K2026-10-26
Peoples Financial Services Corp.
UNCHANGED44044000%$155.9K$146.0K-$9.9K2026-10-20
Costello Asset Management, Inc
UNCHANGED43543500%$154.1K$144.3K-$9.7K2026-10-30
Key FInancial Inc
INCREASED422418+4+1%$148.1K$140.0K-$8.0K2026-11-02
Community Financial Services Group, LLC
INCREASED415388+27+7%$140.8K$138.1K-$2.7K2026-10-15
Duncker Streett & Co Inc
UNCHANGED41541500%$147.0K$137.7K-$9.3K2026-10-27
Richardson Capital Management LLC
UNCHANGED40040000%$141.7K$132.7K-$9.0K2026-10-23
Maj Invest Holding A/S
UNCHANGED40040000%$142$133.0K+$132.9K2026-10-27
Guardian Partners Inc.
UNCHANGED39839800%$141.0K$132.1K-$8.9K2026-10-21
GoalVest Advisory LLC
INCREASED391345+46+13%$122.2K$129.7K+$7.5K2026-10-02
Beacon Investment Advisory Services, Inc.
UNCHANGED38038000%$134.6K$126.1K-$8.5K2026-10-13
Nfsg Corp
DECREASED376393-17-4%$139.2K$124.9K-$14.3K2026-10-15
Legacies Wealth LLC
UNCHANGED37337300%$132.1K$123.8K-$8.4K2026-11-02
Union Savings Bank
UNCHANGED37037000%$131.1K$122.8K-$8.3K2026-10-14
Nvwm, LLC
INCREASED367165+202+122%$58.5K$121.8K+$63.3K2026-10-14
State of Wyoming
DECREASED365611-246-40%$216.4K$121.1K-$95.3K2026-10-28
Westside Investment Management, Inc.
DECREASED355361-6-2%$127.9K$117.6K-$10.3K2026-11-02
Mascoma Wealth Management LLC
DECREASED353397-44-11%$140.6K$117.1K-$23.5K2026-10-23
Richards, Merrill & Peterson, Inc.
INCREASED343331+12+4%$117.3K$113.8K-$3.4K2026-10-19
Financial Network Wealth Advisors LLC
INCREASED338295+43+15%$104.5K$112.2K+$7.7K2026-10-28
Fideuram Asset Management (Ireland) dac
INCREASED332314+18+6%$109.5K$113.0K+$3.5K2026-10-29
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED319280+39+14%$99.0K$106.0K+$7.0K2026-10-14
DiNuzzo Private Wealth, Inc.
UNCHANGED31831800%$112.6K$105.5K-$7.1K2026-10-16
Private Wealth Management Group, LLC
UNCHANGED31231200%$110.5K$103.5K-$7.0K2026-10-19
United Community Bank
INCREASED311272+39+14%$96.4K$103.2K+$6.8K2026-10-28
Barrett & Company, Inc.
DECREASED306314-8-3%$111.2K$101.5K-$9.7K2026-10-22
Manchester Capital Management LLC
DECREASED303333-30-9%$118.0K$100.5K-$17.4K2026-10-22
William Mack & Associates, Inc.
NEW301—+301——$99.8K—2026-10-27
Covestor Ltd
DECREASED297360-63-17%$128.0K$98.0K-$30.0K2026-10-30
TFC Financial Management, Inc.
UNCHANGED28228200%$99.9K$93.6K-$6.3K2026-10-26
Hager Investment Management Services, LLC
UNCHANGED27127100%$96.0K$89.9K-$6.1K2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED27027000%$95.6K$89.6K-$6.1K2026-11-02
Jnba Financial Advisors
INCREASED269168+101+60%$59.5K$89.3K+$29.8K2026-11-03
Fortitude Family Office, LLC
INCREASED263261+2+1%$92.5K$87.3K-$5.2K2026-10-14
Investors Research Corp
DECREASED262294-32-11%$104.1K$86.9K-$17.2K2026-10-07
Arlington Trust Co LLC
INCREASED259244+15+6%$86.4K$85.9K-$4912026-10-20
Princeton Global Asset Management LLC
UNCHANGED25625600%$90.7K$84.9K-$5.7K2026-10-21
Elevation Wealth Partners, LLC
INCREASED252146+106+73%$51.7K$83.6K+$31.9K2026-10-07
West Branch Capital LLC
UNCHANGED25225200%$89.3K$83.6K-$5.6K2026-10-20
Cape Investment Advisory, Inc.
DECREASED246319-73-23%$113.0K$81.6K-$31.4K2026-10-13
Mcdonald Partners LLC
UNCHANGED24224200%$85.7K$80.3K-$5.4K2026-11-03
Harbor Capital Advisors, Inc.
DECREASED238340-102-30%$120.0K$79.0K-$41.0K2026-10-22
Silver Grove Financial Group, Inc.
DECREASED235240-5-2%$85.1K$78.0K-$7.0K2026-11-05
Hilltop National Bank
UNCHANGED23123100%$81.8K$76.7K-$5.2K2026-10-14
Planning Strategies Inc.
INCREASED223219+4+2%$77.6K$74.0K-$3.6K2026-10-02
Tounjian Advisory Partners, LLC
INCREASED21092+118+128%$32.6K$69.8K+$37.2K2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED20920900%$74.2K$69.5K-$4.7K2026-11-03
WPG Advisers, LLC
INCREASED206202+4+2%$71.6K$68.4K-$3.2K2026-10-27
Latitude Advisors, LLC
NEW204—+204——$67.9K—2026-10-27
Axiom Investment Management LLC
UNCHANGED20020000%$70.8K$66.4K-$4.5K2026-11-03
Birchbrook, Inc.
UNCHANGED20020000%$70.8K$66.4K-$4.5K2026-10-14
Canton Hathaway, LLC
UNCHANGED20020000%$70.8K$66.4K-$4.5K2026-10-23
Bradley & Co. Private Wealth Management, LLC
UNCHANGED19419400%$68.7K$64.4K-$4.3K2026-10-23
Golden State Wealth Management, LLC
DECREASED191198-7-4%$70.2K$63.5K-$6.6K2026-11-02
Buck Wealth Strategies, LLC
DECREASED191195-4-2%$69.1K$63.5K-$5.6K2026-10-28
Physician Wealth Advisors, Inc.
INCREASED191187+4+2%$66.2K$63.4K-$2.9K2026-10-20
Godsey & Gibb, Inc
DECREASED186370-184-50%$131.1K$61.7K-$69.3K2026-10-14
MV Capital Management, Inc.
INCREASED178176+2+1%$62.3K$59.1K-$3.3K2026-10-29
Chapman Financial Group, LLC
UNCHANGED17617600%$62.3K$58.4K-$3.9K2026-10-26
Gleason Group, Inc.
INCREASED169168+1+1%$59.6K$56.1K-$3.5K2026-10-15
Salomon & Ludwin, LLC
INCREASED163113+50+44%$41.0K$54.1K+$13.1K2026-10-29
University of Texas S AM Investment Management Co
DECREASED1614,292-4,131-96%$1.5M$53.4K-$1.5M2026-11-03
North Point Portfolio Managers Corp
NEW150—+150——$49.8K—2026-10-07
First Premier Bank
UNCHANGED15015000%$53$50.0K+$49.9K2026-10-13
Northstar Asset Management Co
UNCHANGED15015000%$58.0K$51.7K-$6.3K2026-10-22
Financial Perspectives, Inc
INCREASED147113+34+30%$40.0K$48.8K+$8.8K2026-11-03
Evolution Wealth Management Inc.
DECREASED146171-25-15%$60.6K$48.4K-$12.1K2026-10-28
Hughes Financial Services, LLC
INCREASED138135+3+2%$47.8K$51.2K+$3.4K2026-10-30
USA Financial Formulas
NEW137—+137——$45.5K—2026-10-16
Ares Financial Consulting, LLC
INCREASED133126+7+6%$44.6K$44.1K-$5012026-10-19
Financial Consulate, Inc
INCREASED128127+1+1%$44.8K$42.5K-$2.4K2026-10-23
Signature Equity Partners, LLC
INCREASED12298+24+24%$34.7K$40.5K+$5.9K2026-10-29
Sima Wealth Partners, LLC
UNCHANGED12012000%$42.5K$39.8K-$2.7K2026-10-19
Pioneer Family Office, LLC
UNCHANGED12012000%$42.5K$39.8K-$2.7K2026-10-30
Mainstream Capital Management LLC
NEW119—+119——$39.5K—2026-10-23
Ashurst Perkins Coie Trust Co
INCREASED119115+4+3%$40.7K$39.5K-$1.2K2026-10-15
Access Investment Management LLC
UNCHANGED11911900%$42.2K$39.5K-$2.7K2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED11911900%$42.0K$39.3K-$2.7K2026-10-23
Bell Investment Advisors, Inc
INCREASED116110+6+5%$39.0K$38.5K-$4742026-10-29
Flagship Wealth Advisors, LLC
UNCHANGED11611600%$41.1K$38.5K-$2.6K2026-11-03
American Capital Advisory, LLC
INCREASED114111+3+3%$39.3K$37.8K-$1.5K2026-10-28
DeDora Capital, Inc.
NEW102—+102——$33.8K—2026-10-26
Activest Wealth Management
INCREASED10141+60+146%$14.5K$33.5K+$19.0K2026-10-15
Madden Securities Corp
NEW100—+100——$33.2K—2026-10-27
Trifecta Capital Advisors, LLC
DECREASED100102-2-2%$36.1K$33.2K-$3.0K2026-10-21
Smallwood Wealth Investment Management, LLC
UNCHANGED10010000%$35.4K$33.2K-$2.2K2026-10-30
Syntax Research, Inc.
UNCHANGED10010000%$35.4K$33.2K-$2.2K2026-11-04
Quintet Private Bank (Europe) S.A.
UNCHANGED10010000%$35.4K$33.2K-$2.2K2026-10-08
Towne Trust Company, N.a
UNCHANGED999900%$35.1K$32.9K-$2.2K2026-10-28
Joseph Group Capital Management
INCREASED9665+31+48%$23.0K$31.9K+$8.8K2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED959500%$33.7K$31.5K-$2.1K2026-10-28
Highline Wealth Partners LLC
DECREASED92108-16-15%$38.3K$30.6K-$7.7K2026-10-19
DT Investment Partners, LLC
INCREASED8877+11+14%$27.3K$29.2K+$1.9K2026-10-27
John Boyer, Inc.
NEW85—+85——$28.2K—2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED85133-48-36%$47.1K$28.2K-$18.9K2026-10-07
Hara Capital LLC
UNCHANGED858500%$30.1K$28.2K-$1.9K2026-10-30
James T. Borello RIA
UNCHANGED858500%$30.1K$28.2K-$1.9K2026-10-16
Align Financial, LLC
INCREASED8481+3+4%$28.7K$27.9K-$8192026-10-16
Paladin Partners, LLC
UNCHANGED848400%$29.8K$27.9K-$1.9K2026-10-06
Morton Brown Family Wealth, LLC
INCREASED8229+53+183%$10.3K$27.2K+$16.9K2026-10-23
Downshift Financial, LLC
INCREASED8235+47+134%$12.4K$27.2K+$14.8K2026-10-13
Retirement Wealth Solutions LLC
INCREASED8179+2+3%$28.1K$27.0K-$1.1K2026-10-07
Maryland Capital Advisors Inc.
UNCHANGED818100%$28.7K$26.9K-$1.8K2026-10-15
Country Trust Bank
INCREASED8069+11+16%$24.4K$26.5K+$2.1K2026-10-30
Montag A & Associates Inc
INCREASED7669+7+10%$24.4K$25.2K+$7802026-10-29
Wilkerson Advisory Group LLC
DECREASED7585-10-12%$30.1K$24.9K-$5.2K2026-10-20
Balance Wealth Partners LLC
NEW73—+73——$24.3K—2026-10-27
Blue Bell Private Wealth Management, LLC
INCREASED7224+48+200%$8.5K$23.9K+$15.4K2026-10-29
MB, Levis & Associates, LLC
UNCHANGED717100%$25.0K$23.4K-$1.6K2026-10-16
Cedar Mountain Advisors, LLC
UNCHANGED707000%$24.8K$23.2K-$1.6K2026-10-15
Bayforest Capital Ltd
DECREASED64414-350-85%$146.7K$21.2K-$125.4K2026-11-03
Nova Financial LLC
NEW63—+63——$20.9K—2026-11-04
Avion Wealth
INCREASED6261+1+2%$21$20-$12026-11-04
Bear Mountain Capital, Inc.
UNCHANGED616100%$22.5K$21.0K-$1.5K2026-11-04
Steph & Co
INCREASED6055+5+9%$19.5K$19.9K+$4272026-10-07
Signature Resources Capital Management, LLC
DECREASED5963-4-6%$22.3K$19.6K-$2.7K2026-10-16
Atlantic Edge Private Wealth Management, LLC
DECREASED58118-60-51%$41.8K$19.2K-$22.6K2026-10-20
Financial Management Professionals, Inc.
INCREASED5755+2+4%$19.5K$18.9K-$5692026-10-23
Midwest Capital Advisors, LLC
UNCHANGED565600%$19.8K$18.6K-$1.3K2026-11-04
Abound Wealth Management
INCREASED5516+39+244%$5.8K$18.3K+$12.5K2026-10-26
Eukles Asset Management
UNCHANGED555500%$19.5K$18.3K-$1.2K2026-11-04
Bare Financial Services, Inc
INCREASED5451+3+6%$18.1K$17.9K-$1472026-11-04
Atwood & Palmer Inc
UNCHANGED545400%$19.1K$17.9K-$1.2K2026-10-08
Burkett Financial Services, LLC
DECREASED5176-25-33%$27.0K$17.1K-$9.9K2026-10-01
Vermillion Wealth Management, Inc.
DECREASED50105-55-52%$37.2K$16.6K-$20.6K2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED505000%$17.7K$16.6K-$1.1K2026-10-28
Hanson & Doremus Investment Management
INCREASED4944+5+11%$16$16$02026-10-16
Albion Financial Group
DECREASED47120-73-61%$42.5K$15.5K-$27.0K2026-10-21
Entrust Financial LLC
UNCHANGED474700%$16.7K$15.6K-$1.1K2026-11-04
Aspect Partners, LLC
DECREASED4652-6-12%$18.4K$15.3K-$3.2K2026-10-20
Plante Moran Financial Advisors, LLC
INCREASED4642+4+10%$14.9K$15.3K+$3862026-11-04
Kennebec Savings Bank
DECREASED45644-599-93%$228.1K$14.9K-$213.2K2026-10-22
Burk Holdings LLC
INCREASED4519+26+137%$6.7K$14.9K+$8.2K2026-11-05
Richardson Financial Services Inc.
INCREASED4525+20+80%$8.9K$14.9K+$6.1K2026-10-30
RHL Group, LLC
DECREASED4546-1-2%$16.3K$15.0K-$1.3K2026-11-04
Fairway Wealth LLC
NEW43—+43——$14.3K—2026-10-30
Bank & Trust Co
UNCHANGED424200%$14.9K$13.9K-$9412026-10-07
Barnes Dennig Private Wealth Management LLC
INCREASED416+35+583%$2.1K$13.6K+$11.5K2026-10-30
Carolina Wealth Advisors, LLC
UNCHANGED404000%$14.2K$13.3K-$8972026-10-23
First Bancorp, Inc
UNCHANGED404000%$14.2K$13.3K-$8972026-10-26
Laurel Wealth Advisors LLC
NEW38—+38——$12.6K—2026-10-27
Thompson Investment Management, Inc.
UNCHANGED383800%$13.5K$12.6K-$8512026-10-14
LFA - Lugano Financial Advisors SA
UNCHANGED383800%$13.5K$12.6K-$8512026-11-03
Moisand Fitzgerald Tamayo, LLC
INCREASED378+29+363%$2.8K$12.3K+$9.4K2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED3731+6+19%$11.0K$12.3K+$1.3K2026-11-03
PFS Partners, LLC
UNCHANGED363600%$12.6K$11.9K-$7502026-10-21
Next Level Wealth Planning, LLC
NEW33—+33——$11.0K—2026-10-29
Gilpin Wealth Management, LLC
INCREASED3216+16+100%$5.7K$10.6K+$5.0K2026-10-09
Strategic Advocates LLC
DECREASED3237-5-14%$13.1K$10.6K-$2.5K2026-11-03
Comprehensive Financial Planning, Inc.
DECREASED3233-1-3%$11.6K$10.9K-$6902026-10-27
Pacifica Partners Inc.
UNCHANGED313100%$11.6K$10.3K-$1.3K2026-10-09
Advocate Investing Services LLC
DECREASED30130-100-77%$46.1K$10.0K-$36.1K2026-10-26
Concord Wealth Partners
DECREASED2839-11-28%$13.8K$9.3K-$4.5K2026-11-02
Rakuten Securities, Inc.
INCREASED2720+7+35%$7.1K$9.0K+$1.9K2026-11-02
Lodestone Wealth Management LLC
UNCHANGED272700%$9.6K$9.0K-$6052026-10-14
Valley National Advisers Inc
UNCHANGED252500%$8.9K$8.3K-$5602026-10-23
Tower View Wealth Management LLC
UNCHANGED252500%$8.9K$8.3K-$5602026-10-23
Noble Wealth Management PBC
UNCHANGED242400%$8.5K$8.0K-$5382026-10-01
IMG Wealth Management, Inc.
DECREASED2328-5-18%$9.9K$7.6K-$2.3K2026-10-27
Y.D. More Investments Ltd
NEW22—+22——$7.3K—2026-11-02
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED212100%$7.4K$7.0K-$4712026-10-07
RMG Wealth Management LLC
UNCHANGED212100%$8.3K$7.3K-$9652026-10-26
Byrne Asset Management LLC
UNCHANGED202000%$7.1K$6.7K-$4312026-10-06
Vision Financial Markets LLC
UNCHANGED191900%$6.7K$6.2K-$5322026-10-22
United Financial Planning Group LLC
UNCHANGED191900%$6.7K$6.3K-$4262026-11-04
Team Financial Group, LLC
NEW18—+18——$6.0K—2026-10-30
Marquette Asset Management, LLC
INCREASED1815+3+20%$5.3K$6.0K+$6592026-10-09
Archer Investment Corp
DECREASED1740-23-57%$14.2K$5.8K-$8.5K2026-11-05
KFG LLC
NEW16—+16——$5.3K—2026-11-02
Monetary Solutions, Ltd
INCREASED1514+1+7%$5.0K$5.0K+$182026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED151500%$5.3K$5.0K-$3372026-10-14
Elevated Capital Advisors, LLC
UNCHANGED141400%$5.0K$4.6K-$3132026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED131300%$4.6K$4.3K-$2912026-10-16
IFS Advisors, LLC
NEW10—+10——$3.3K—2026-10-14
Horizon Financial Services, LLC
INCREASED106+4+67%$2.1K$3.3K+$1.2K2026-11-04
StrongBox Wealth, LLC
UNCHANGED101000%$3.5K$3.3K-$2242026-11-02
Granite FO LLC
UNCHANGED9900%$3.2K$3.0K-$2022026-10-14
CKW Financial Group
NEW8—+8——$3—2026-10-29
First Pacific Financial
UNCHANGED8800%$2.9K$2.7K-$1712026-10-14
Sawyer & Company, Inc
UNCHANGED8800%$2.8K$2.7K-$1792026-10-21
Maseco LLP
NEW7—+7——$2.3K—2026-10-27
UMB Private Wealth Management, LLC
NEW7—+7——$2.3K—2026-10-19
Sunrise Financial Services, LLC
UNCHANGED7700%$2.5K$2.3K-$1572026-10-21
Quaker Wealth Management, LLC
UNCHANGED7700%$2.5K$2.3K-$1572026-10-22
Wolff Wiese Magana LLC
UNCHANGED6600%$2.1K$2.0K-$1352026-10-15
Transce3nd, LLC
UNCHANGED6600%$2.3K$2.1K-$1822026-10-26
POM Investment Strategies, LLC
UNCHANGED5500%$1.8K$1.7K-$1122026-10-20
Point Nemo Capital, LLC
UNCHANGED5500%$1.8K$1.7K-$1122026-11-03
Breakwater Investment Management
INCREASED32+1+50%$709$996+$2872026-10-20
Mosley Wealth Management
UNCHANGED3300%$1.1K$1.0K-$522026-10-16
Phillip James Consulting Co.
UNCHANGED3300%$1.1K$995-$682026-11-03
Redwood Park Advisors LLC
UNCHANGED3300%$1.1K$996-$672026-11-02
Hoey Investments, Inc
UNCHANGED2200%$709$664-$452026-10-29
Hurley Capital, LLC
UNCHANGED2200%$708$666-$422026-11-05
3 Factor Indexing, LLC
UNCHANGED1100%$355$332-$232026-10-15
McCarley & Cook Financial Planners
UNCHANGED1100%$354$332-$222026-10-21
Lloyd Advisory Services, Llc.
NEW0—0——$17—2026-11-02
Cane Capital Partners, LLC
CLOSED03,920-3,920-100%$1.4M$0-$1.4M2026-10-23
O'Domhnaill Enterprises, Inc.
CLOSED03,867-3,867-100%$1.4M$0-$1.4M2026-10-29
Renasant Bank
CLOSED03,129-3,129-100%$1.1M$0-$1.1M2026-11-05
Burford Brothers, Inc.
CLOSED02,951-2,951-100%$1.0M$0-$1.0M2026-10-21
OMC Financial Services LTD
CLOSED02,595-2,595-100%$919.3K$0-$919.3K2026-10-19
Carmel Capital Partners, LLC
CLOSED02,031-2,031-100%$719.5K$0-$719.5K2026-11-03
KPP Advisory Services LLC
CLOSED01,789-1,789-100%$633.7K$0-$633.7K2026-10-26
Wellington Shields & Co., LLC
CLOSED01,722-1,722-100%$610.0K$0-$610.0K2026-11-03
Roman Butler Fullerton & Co
CLOSED01,459-1,459-100%$544.0K$0-$544.0K2026-10-27
Spectrum Asset Management, Inc. (NB )
CLOSED01,410-1,410-100%$499.5K$0-$499.5K2026-10-19
Curbstone Financial Management Corp
CLOSED01,152-1,152-100%$408.1K$0-$408.1K2026-10-21
Collaborative Fund Advisors, LLC
CLOSED01,069-1,069-100%$378.7K$0-$378.7K2026-11-02
Wellington Shields Capital Management, LLC
CLOSED01,000-1,000-100%$354.2K$0-$354.2K2026-11-03
Johnson Financial Group, LLC
CLOSED0945-945-100%$334.8K$0-$334.8K2026-11-03
Legacy Capital Wealth Partners, LLC
CLOSED0937-937-100%$332.0K$0-$332.0K2026-10-21
Counterpoint Mutual Funds LLC
CLOSED0869-869-100%$307.8K$0-$307.8K2026-10-16
Allen Wealth Management, LLC
CLOSED0832-832-100%$294.7K$0-$294.7K2026-10-29
Legacy Advisors, LLC
CLOSED0820-820-100%$290.5K$0-$290.5K2026-10-19
Global Assets Advisory, LLC
CLOSED0793-793-100%$287.6K$0-$287.6K2026-10-28
Sunesis Advisors, LLC
CLOSED0729-729-100%$258.2K$0-$258.2K2026-10-26
True North Advisors, LLC
CLOSED0689-689-100%$244.1K$0-$244.1K2026-10-22
Oregon Pacific Wealth Management, LLC
CLOSED0680-680-100%$240.9K$0-$240.9K2026-10-20
Davidson Trust Co
CLOSED0679-679-100%$240.5K$0-$240.5K2026-10-09
Tableaux LLC
CLOSED0668-668-100%$236.6K$0-$236.6K2026-10-23
Missouri Trust & Investment Co
CLOSED0650-650-100%$249.2K$0-$249.2K2026-11-04
Strategic Equity Management
CLOSED0644-644-100%$228.3K$0-$228.3K2026-11-04
North Capital, Inc.
CLOSED0638-638-100%$226.1K$0-$226.1K2026-10-16
Relyea Zuckerberg Hanson LLC
CLOSED0635-635-100%$224.9K$0-$224.9K2026-10-20
Marin Bay Wealth Advisors, LLC
CLOSED0631-631-100%$223.9K$0-$223.9K2026-10-28
Sunburst Financial Group, LLC
CLOSED0628-628-100%$222.4K$0-$222.4K2026-10-09
J. Safra Sarasin Holding AG
CLOSED0628-628-100%$222.5K$0-$222.5K2026-10-26
Wedge Capital Management L L P
CLOSED0624-624-100%$221.0K$0-$221.0K2026-10-13
Pacific Excel Wealth Advisors, Inc.
CLOSED0623-623-100%$220.7K$0-$220.7K2026-10-27
Rebalance, LLC
CLOSED0614-614-100%$217.5K$0-$217.5K2026-10-22
William John Sempolinski
CLOSED0600-600-100%$212.5K$0-$212.5K2026-10-20
Praxis Capital Management LLC
CLOSED0600-600-100%$212.5K$0-$212.5K2026-10-16
Schwartz Investment Counsel Inc
CLOSED0598-598-100%$211.8K$0-$211.8K2026-10-26
Websterrogers Financial Advisors, LLC
CLOSED0591-591-100%$209.4K$0-$209.4K2026-11-02
Delta Financial Advisors LLC
CLOSED0590-590-100%$208.8K$0-$208.8K2026-10-27
Live Oak Private Wealth LLC
CLOSED0587-587-100%$207.9K$0-$207.9K2026-11-02
Verus Capital Partners, LLC
CLOSED0585-585-100%$207.1K$0-$207.1K2026-11-03
TMB Capital Partners, LLC
CLOSED0583-583-100%$206.5K$0-$206.5K2026-10-20
Heritage Wealth Management, Inc.
CLOSED0582-582-100%$206.2K$0-$206.2K2026-10-28
Grant Private Wealth Management Inc
CLOSED0577-577-100%$204.2K$0-$204.2K2026-10-19
Sterling Investment Advisors, Ltd.
CLOSED0577-577-100%$204.4K$0-$204.4K2026-10-27
XY Planning Network, Inc.
CLOSED0576-576-100%$204.0K$0-$204.0K2026-10-14
E&G Advisors, LLC
CLOSED0571-571-100%$202.3K$0-$202.3K2026-10-13
Iams Wealth Management, LLC
CLOSED0568-568-100%$201.2K$0-$201.2K2026-10-15
Cadinha & Co LLC
CLOSED0568-568-100%$201.2K$0-$201.2K2026-10-22
Baldwin Wealth Partners LLC
CLOSED0568-568-100%$201.2K$0-$201.2K2026-10-13
O'Keefe Stevens Advisory, Inc.
CLOSED0567-567-100%$200.9K$0-$200.9K2026-10-09
Eads & Heald Wealth Management
CLOSED0566-566-100%$200.5K$0-$200.5K2026-10-29
Stone House Investment Management, LLC
CLOSED0445-445-100%$157.7K$0-$157.7K2026-10-23
Gill Capital Partners, LLC
CLOSED0427-427-100%$151.3K$0-$151.3K2026-10-13
Compagnie Lombard Odier SCmA
CLOSED0400-400-100%$141.7K$0-$141.7K2026-11-04
LifeSteps Financial, Inc.
CLOSED0392-392-100%$138.9K$0-$138.9K2026-10-15
Arlington Partners LLC
CLOSED0300-300-100%$106.3K$0-$106.3K2026-10-20
Cornerstone Planning Group LLC
CLOSED0299-299-100%$111.6K$0-$111.6K2026-10-16
NorthAvenue LLC
CLOSED0101-101-100%$35.9K$0-$35.9K2026-10-29
Main Street Group, LTD
CLOSED094-94-100%$33.3K$0-$33.3K2026-10-28
TrustBank
CLOSED093-93-100%$32.9K$0-$32.9K2026-10-20
Louisbourg Investments Inc.
CLOSED068-68-100%$24.1K$0-$24.1K2026-10-20
Atlatl Advisers LLC
CLOSED068-68-100%$24.1K$0-$24.1K2026-10-22
Summit Securities Group LLC
CLOSED060-60-100%$21.3K$0-$21.3K2026-11-05
Commonwealth Retirement Investments LLC
CLOSED043-43-100%$15.2K$0-$15.2K2026-10-26
Whipplewood Advisors, LLC
CLOSED034-34-100%$12.0K$0-$12.0K2026-10-20
Washington Trust Advisors, Inc.
CLOSED015-15-100%$5.3K$0-$5.3K2026-10-22
Strengthening Families & Communities, LLC
CLOSED09-9-100%$3.2K$0-$3.2K2026-10-21
Navigoe, LLC
CLOSED03-3-100%$1$0-$12026-11-04
Kozak & Associates, Inc.
CLOSED03-3-100%$1.1K$0-$1.1K2026-10-29
Halbert Hargrove Global Advisors, LLC
CLOSED01-1-100%$521$0-$5212026-10-16
Glass Jacobson Investment Advisors llc
CLOSED01-1-100%$355$0-$3552026-10-26
Prairie Wealth Advisors, Inc.
UNCHANGED000—$901.9K$979.6K+$77.8K2026-10-29
Longview Asset Management, LLC
N/A—27,060,944-27,060,944-100%$9.6B———
BlackRock, Inc.
N/A—19,310,609-19,310,609-100%$6.8B———
Vanguard Capital Management LLC
N/A—16,670,477-16,670,477-100%$5.9B———
Newport Trust Company, LLC
N/A—13,398,261-13,398,261-100%$4.7B———
State Street Corp
N/A—11,811,099-11,811,099-100%$4.2B———
Bank of America Corp
N/A—7,349,613-7,349,613-100%$2.6B———
Vanguard Portfolio Management LLC
N/A—6,808,241-6,808,241-100%$2.4B———
Geode Capital Management, LLC
N/A—6,220,205-6,220,205-100%$2.2B———
JPMorgan Chase & Co
N/A—5,283,746-5,283,746-100%$1.8B———
Morgan Stanley
N/A—4,440,256-4,440,256-100%$1.6B———
Wells Fargo & Company
N/A—4,326,856-4,326,856-100%$1.5B———
Ameriprise Financial Inc
N/A—4,298,949-4,298,949-100%$1.5B———
Massachusetts Financial Services Co
N/A—4,140,985-4,140,985-100%$1.5B———
FMR LLC
N/A—4,101,398-4,101,398-100%$1.5B———
Capital Research Global Investors
N/A—3,708,400-3,708,400-100%$1.3B———
Northern Trust Corp
N/A—3,344,509-3,344,509-100%$1.2B———
Invesco Ltd.
N/A—2,947,325-2,947,325-100%$1.0B———
Royal Bank of Canada
N/A—2,761,270-2,761,270-100%$978.2M———
Aristotle Capital Management, LLC
N/A—2,315,796-2,315,796-100%$820.4M———
AQR Capital Management LLC
N/A—2,095,666-2,095,666-100%$742.4M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,911,371-1,911,371-100%$677.1M———
Goldman Sachs Group Inc
N/A—1,836,694-1,836,694-100%$650.6M———
Charles Schwab Investment Management Inc
N/A—1,673,688-1,673,688-100%$592.9M———
Bank of Montreal
N/A—1,609,653-1,609,653-100%$570.2M———
Franklin Resources Inc
N/A—1,467,857-1,467,857-100%$520.0M———
Vanguard Fiduciary Trust Co
N/A—1,427,768-1,427,768-100%$505.8M———
Boston Partners
N/A—1,425,653-1,425,653-100%$506.5M———
Nuveen, LLC
N/A—1,248,261-1,248,261-100%$442.2M———
D. E. Shaw & Co., Inc.
N/A—1,242,347-1,242,347-100%$440.1M———
Bank of New York Mellon Corp
N/A—1,211,250-1,211,250-100%$429.1M———
HSBC Holdings PLC
N/A—1,062,295-1,062,295-100%$376.0M———
Legal & General Group Plc
N/A—1,056,617-1,056,617-100%$374.3M———
UBS Group AG
N/A—1,039,208-1,039,208-100%$368.1M———
Pacer Advisors, Inc.
N/A—1,034,444-1,034,444-100%$366.4M———
Envestnet Asset Management Inc
N/A—915,683-915,683-100%$324.4M———
BNP Paribas Financial Markets
N/A—908,555-908,555-100%$321.8M———
Raymond James Financial Inc
N/A—800,998-800,998-100%$283.7M———
First Trust Advisors LP
N/A—759,854-759,854-100%$269.2M———
National Pension Service
N/A—756,122-756,122-100%$267.8M———
UBS Asset Management Americas LLC
N/A—699,169-699,169-100%$247.7M———
Cullen Capital Management, LLC
N/A—675,358-675,358-100%$239.2M———
SG Americas Securities, LLC
N/A—655,994-655,994-100%$232.4M———
Swiss National Bank
N/A—649,306-649,306-100%$230.0M———
LPL Financial LLC
N/A—630,777-630,777-100%$223.4M———
Arrowstreet Capital, Limited Partnership
N/A—626,444-626,444-100%$221.9M———
Canada Pension Plan Investment Board
N/A—598,884-598,884-100%$212.1M———
California Public Employees Retirement System
N/A—554,957-554,957-100%$196.6M———
Vanguard Global Advisers, LLC
N/A—549,151-549,151-100%$194.5M———
Barclays PLC
N/A—546,014-546,014-100%$193.4M———
Vanguard Asset Management, Ltd
N/A—519,125-519,125-100%$183.9M———
Prudential Financial Inc
N/A—508,202-508,202-100%$180.0M———
Point72 Asset Management, L.P.
N/A—499,224-499,224-100%$176.8M———
National Bank of Canada
N/A—499,159-499,159-100%$176.8M———
Fi3 Financial Advisors, LLC
N/A—480,692-480,692-100%$817.2K———
Allianz Asset Management GmbH
N/A—474,451-474,451-100%$168.1M———
Thrivent Financial for Lutherans
N/A—469,642-469,642-100%$166.4M———
Quantinno Capital Management LP
N/A—460,415-460,415-100%$163.1M———
Rhumbline Advisers
N/A—460,145-460,145-100%$163.0M———
Balyasny Asset Management L.P.
N/A—457,472-457,472-100%$162.1M———
Citadel Advisors LLC
N/A—453,829-453,829-100%$160.8M———
Renaissance Technologies LLC
N/A—453,720-453,720-100%$160.7M———
Russell Investments Group, Ltd.
N/A—435,068-435,068-100%$154.0M———
Deutsche Bank Ag\
N/A—416,438-416,438-100%$147.5M———
Vident Advisory, LLC
N/A—415,910-415,910-100%$147.3M———
Hotchkis & Wiley Capital Management LLC
N/A—415,162-415,162-100%$147.1M———
Man Group plc
N/A—413,811-413,811-100%$146.6M———
Millennium Management LLC
N/A—403,938-403,938-100%$143.1M———
Mufg Securities Emea plc
N/A—398,338-398,338-100%$141.1M———
Primecap Management Co
N/A—388,450-388,450-100%$137.6M———
Qube Research & Technologies Ltd
N/A—378,322-378,322-100%$134.0M———
Lazard Asset Management LLC
N/A—374,728-374,728-100%$132.7M———
Price T Rowe Associates Inc
N/A—370,547-370,547-100%$131.3M———
Penserra Capital Management LLC
N/A—362,616-362,616-100%$128.4M———
California State Teachers Retirement System
N/A—356,870-356,870-100%$126.4M———
Wellington Management Group LLP
N/A—356,297-356,297-100%$126.2M———
Worldquant Millennium Advisors LLC
N/A—337,989-337,989-100%$119.7M———
SEI Investments Co
N/A—307,152-307,152-100%$108.8M———
Public Employees Retirement Association of Colorado
N/A—302,825-302,825-100%$107.3M———
Treasurer of the State of North Carolina
N/A—296,787-296,787-100%$105.1M———
Zacks Investment Management
N/A—292,289-292,289-100%$103.5M———
Fifth Third Bancorp
N/A—287,245-287,245-100%$101.8M———
Alliancebernstein L.P.
N/A—285,611-285,611-100%$98.0M———
Adage Capital Partners GP, L.L.C.
N/A—285,248-285,248-100%$101.0M———
New York State Common Retirement Fund
N/A—284,425-284,425-100%$100.8M———
Blair William & Co
N/A—278,892-278,892-100%$98.8M———
LOS Angeles Capital Management LLC
N/A—269,009-269,009-100%$95.3M———
Jones Financial Companies Lllp
N/A—262,449-262,449-100%$91.1M———
Stifel Financial Corp
N/A—254,784-254,784-100%$90.3M———
Bank of Nova Scotia
N/A—228,105-228,105-100%$80.8M———
TD Asset Management Inc
N/A—216,819-216,819-100%$76.8M———
State Board of Administration of Florida Retirement System
N/A—214,421-214,421-100%$76.0M———
PNC Financial Services Group, Inc.
N/A—204,976-204,976-100%$72.6M———
Korea Investment Corp
N/A—201,630-201,630-100%$71.4M———
Janney Montgomery Scott LLC
N/A—200,589-200,589-100%$71.1M———
Nomura Asset Management Co LTD
N/A—198,521-198,521-100%$70.3M———
&partners
N/A—198,131-198,131-100%$70.2M———
Gotham Asset Management, LLC
N/A—196,280-196,280-100%$69.5M———
Freestone Grove Partners LP
N/A—189,130-189,130-100%$67.0M———
Victory Capital Management Inc
N/A—187,116-187,116-100%$66.3M———
Natixis Advisors, LLC
N/A—183,844-183,844-100%$65.1M———
Squarepoint Ops LLC
N/A—181,235-181,235-100%$64.2M———
Caisse de Depot ET Placement DU Quebec
N/A—180,917-180,917-100%$64.1M———
HighTower Advisors, LLC
N/A—177,673-177,673-100%$62.9M———
Earnest Partners LLC
N/A—177,200-177,200-100%$62.8M———
CIBC Bancorp USA Inc.
N/A—176,487-176,487-100%$62.5M———
Amundi
N/A—171,313-171,313-100%$60.7M———
American Century Companies Inc
N/A—169,333-169,333-100%$60.0M———
Westwood Holdings Group Inc
N/A—167,096-167,096-100%$59.2M———
Donaldson Capital Management, LLC
N/A—160,334-160,334-100%$56.8M———
Teacher Retirement System of Texas
N/A—159,298-159,298-100%$56.4M———
Alyeska Investment Group, L.P.
N/A—158,245-158,245-100%$56.1M———
Rockefeller Capital Management L.P.
N/A—158,175-158,175-100%$56.0M———
Cetera Investment Advisers
N/A—154,892-154,892-100%$54.9M———
Marshall Wace, LLP
N/A—152,055-152,055-100%$53.9M———
Lord, Abbett & Co. LLC
N/A—151,267-151,267-100%$53.6M———
Mariner, LLC
N/A—150,681-150,681-100%$53.4M———
Trexquant Investment LP
N/A—138,917-138,917-100%$49.2M———
Junto Capital Management LP
N/A—138,053-138,053-100%$48.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—136,423-136,423-100%$48.3M———
Ancora Advisors LLCA
N/A—133,684-133,684-100%$47.4M———
Manufacturers Life Insurance Company, the
N/A—128,287-128,287-100%$45.4M———
Osaic Holdings, Inc.
N/A—128,258-128,258-100%$45.5M———
Peapack Gladstone Financial Corp
N/A—127,385-127,385-100%$45.1M———
Focus Partners Wealth
N/A—125,035-125,035-100%$44.3M———
Chevy Chase Trust Holdings, LLC
N/A—123,375-123,375-100%$43.7M———
State of Wisconsin Investment Board
N/A—123,281-123,281-100%$43.7M———
Panagora Asset Management Inc
N/A—122,875-122,875-100%$43.5M———
Nomura Asset Management International Inc.
N/A—121,503-121,503-100%$43.0M———
Federated Hermes, Inc.
N/A—118,262-118,262-100%$41.9M———
NorthCoast Asset Management LLC
N/A—117,321-117,321-100%$41.6M———
HM Payson & Co
N/A—116,610-116,610-100%$41.3M———
Macquarie Group LTD
N/A—116,582-116,582-100%$41.3M———
Edgar Lomax Co
N/A—116,514-116,514-100%$41.3M———
Toronto Dominion Bank
N/A—116,512-116,512-100%$41.3M———
Acadian Asset Management LLC
N/A—114,800-114,800-100%$40.7M———
Mercer Global Advisors Inc
N/A—112,053-112,053-100%$39.7M———
Neuberger Berman Group LLC
N/A—109,754-109,754-100%$38.9M———
Cerity Partners LLC
N/A—108,884-108,884-100%$38.6M———
US Bancorp \de\
N/A—108,169-108,169-100%$38.3M———
Public Employees Retirement System of Ohio
N/A—104,865-104,865-100%$37.1M———
Vanguard Investments Australia, Ltd.
N/A—104,006-104,006-100%$36.8M———
Canada Life Assurance Co
N/A—102,364-102,364-100%$36.2M———
Florida Trust Wealth Management Co
N/A—102,000-102,000-100%$36.1M———
MML Investors Services, LLC
N/A—101,472-101,472-100%$35.9M———
Hancock Whitney Corp
N/A—101,158-101,158-100%$35.8M———
O'shaughnessy Asset Management, LLC
N/A—100,061-100,061-100%$35.4M———
Voleon Capital Management LP
N/A—98,028-98,028-100%$34.7M———
IEQ Capital, LLC
N/A—96,447-96,447-100%$34.2M———
Epoch Investment Partners, Inc.
N/A—93,118-93,118-100%$33.0M———
Royal London Asset Management LTD
N/A—91,845-91,845-100%$32.5M———
Skandinaviska Enskilda Banken AB (publ)
N/A—91,000-91,000-100%$32.2M———
Ensign Peak Advisors, Inc
N/A—90,201-90,201-100%$32.0M———
Voya Investment Management LLC
N/A—89,380-89,380-100%$31.7M———
Susquehanna International Group, LLP
N/A—88,315-88,315-100%$31.3M———
State of Tennessee, Department of Treasury
N/A—87,924-87,924-100%$31.1M———
United Capital Financial Advisors, LLC
N/A—86,894-86,894-100%$30.8M———
Voloridge Investment Management, LLC
N/A—85,206-85,206-100%$30.2M———
Natixis
N/A—82,537-82,537-100%$29.2M———
Becker Capital Management Inc
N/A—82,373-82,373-100%$29.2M———
Holowesko Partners Ltd.
N/A—82,120-82,120-100%$29.1M———
Stansberry Asset Management, LLC
N/A—79,917-79,917-100%$28.3M———
Thomasville National Bank
N/A—79,329-79,329-100%$28.1M———
Martingale Asset Management L P
N/A—79,295-79,295-100%$28.1M———
Resona Asset Management Co.,Ltd.
N/A—78,126-78,126-100%$27.6M———
Weiss Asset Management LP
N/A—77,814-77,814-100%$27.6M———
LSV Asset Management
N/A—76,870-76,870-100%$27.2M———
Danske Bank A/S
N/A—76,377-76,377-100%$27.1M———
Baird Financial Group, Inc.
N/A—76,026-76,026-100%$26.9M———
Susquehanna Fundamental Investments, LLC
N/A—74,787-74,787-100%$26.5M———
Waverly Advisors, LLC
N/A—72,813-72,813-100%$25.8M———
Tredje Ap-fonden
N/A—72,282-72,282-100%$25.6M———
Public Sector Pension Investment Board
N/A—72,101-72,101-100%$25.5M———
Credit Agricole S A
N/A—70,997-70,997-100%$25.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—70,636-70,636-100%$25.0M———
Sanctuary Advisors, LLC
N/A—69,002-69,002-100%$24.4M———
Woodline Partners LP
N/A—68,630-68,630-100%$24.3M———
Arax Advisory Partners
N/A—67,665-67,665-100%$24.0M———
Commerce Bank
N/A—67,601-67,601-100%$23.9M———
Hendershot Investments Inc.
N/A—67,207-67,207-100%$23.8M———
QRG Capital Management, Inc.
N/A—66,370-66,370-100%$23.5M———
CIBC World Market Inc.
N/A—65,994-65,994-100%$23.4M———
Pinebridge Investments LLC
N/A—65,914-65,914-100%$23.3M———
Bartlett & Co. Wealth Management LLC
N/A—64,977-64,977-100%$23.0M———
Two Sigma Investments, LP
N/A—63,592-63,592-100%$22.5M———
Engineers Gate Manager LP
N/A—63,530-63,530-100%$22.5M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—62,857-62,857-100%$22.3M———
Empowered Funds, LLC
N/A—60,322-60,322-100%$21.4M———
ING Groep NV
N/A—60,208-60,208-100%$21.3M———
Distillate Capital Partners LLC
N/A—60,037-60,037-100%$21.3M———
Trajan Wealth LLC
N/A—58,551-58,551-100%$20.7M———
MetLife Investment Management, LLC
N/A—58,104-58,104-100%$20.6M———
Rafferty Asset Management, LLC
N/A—57,133-57,133-100%$20.2M———
Fidelity National Financial, Inc.
N/A—56,100-56,100-100%$19.9M———
Tudor Investment Corp ET AL
N/A—55,686-55,686-100%$19.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—55,165-55,165-100%$19.5M———
Sequoia Financial Advisors, LLC
N/A—55,163-55,163-100%$19.5M———
Allworth Financial LP
N/A—54,039-54,039-100%$19.1M———
Captrust Financial Advisors
N/A—53,953-53,953-100%$19.1M———
Clough Capital Partners L P
N/A—52,507-52,507-100%$18.6M———
CSM Advisors, LLC
N/A—51,193-51,193-100%$18.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—50,870-50,870-100%$18.0M———
Azimuth Capital Investment Management LLC
N/A—50,127-50,127-100%$17.8M———
TriCert Investment Counsel Inc.
N/A—49,103-49,103-100%$17.4M———
Rothschild Investment LLC
N/A—49,051-49,051-100%$17.4M———
Mediolanum International Funds Ltd
N/A—48,939-48,939-100%$17.0M———
Northwestern Mutual Wealth Management Co
N/A—48,372-48,372-100%$17.1M———
Spirepoint Private Client, LLC
N/A—47,251-47,251-100%$16.7M———
Guggenheim Capital LLC
N/A—46,930-46,930-100%$16.6M———
Brown Advisory Inc
N/A—46,554-46,554-100%$16.5M———
One Capital Management, LLC
N/A—46,136-46,136-100%$15.8M———
Occudo Quantitative Strategies LP
N/A—45,366-45,366-100%$16.1M———
Steward Partners Investment Advisory, LLC
N/A—44,663-44,663-100%$15.8M———
Dearborn Partners LLC
N/A—44,408-44,408-100%$15.7M———
NewEdge Advisors, LLC
N/A—42,991-42,991-100%$15.2M———
Varma Mutual Pension Insurance Co
N/A—42,900-42,900-100%$15.2M———
Vanguard Personalized Indexing Management, LLC
N/A—42,655-42,655-100%$15.1M———
ProVise Management Group, LLC
N/A—41,005-41,005-100%$14.5M———
M&T Bank Corp
N/A—40,185-40,185-100%$14.2M———
Pinnacle Financial Partners, Inc.
N/A—39,779-39,779-100%$14.1M———
Huntington National Bank
N/A—38,987-38,987-100%$13.8M———
Utah Retirement Systems
N/A—38,854-38,854-100%$13.8M———
Sienna Gestion
N/A—38,612-38,612-100%$13.6M———
Police & Firemen's Retirement System of New Jersey
N/A—38,306-38,306-100%$13.6M———
Merit Financial Group, LLC
N/A—38,284-38,284-100%$13.6M———
Van Eck Associates Corp
N/A—38,081-38,081-100%$13.5M———
Paradiem, LLC
N/A—37,878-37,878-100%$13.4M———
Miramar Capital, LLC
N/A—36,673-36,673-100%$13.0M———
FIL Ltd
N/A—35,732-35,732-100%$12.7M———
DRH Investments, Inc.
N/A—35,370-35,370-100%$12.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—35,169-35,169-100%$12.3M———
Pathstone Holdings, LLC
N/A—34,817-34,817-100%$12.4M———
British Columbia Investment Management Corp
N/A—34,531-34,531-100%$12.2M———
Equitable Holdings, Inc.
N/A—34,018-34,018-100%$12.1M———
Benjamin Edwards Inc
N/A—33,571-33,571-100%$11.9M———
Capitolis Liquid Global Markets LLC
N/A—33,534-33,534-100%$11.9M———
Advisors Asset Management, Inc.
N/A—33,178-33,178-100%$11.8M———
XTX Topco Ltd
N/A—33,085-33,085-100%$11.7M———
Schonfeld Strategic Advisors LLC
N/A—32,387-32,387-100%$11.5M———
Bogart Wealth, LLC
N/A—31,878-31,878-100%$11.3M———
Vaughan David Investments LLC
N/A—31,590-31,590-100%$11.2M———
Howe & Rusling Inc
N/A—31,331-31,331-100%$11.1M———
United Bank
N/A—31,183-31,183-100%$11.0M———
Nissay Asset Management Corp N
N/A—31,083-31,083-100%$11.0M———
Haverford Trust Co
N/A—30,465-30,465-100%$10.8M———
SIT Investment Associates Inc
N/A—30,345-30,345-100%$10.7M———
Arvest Bank Trust Division
N/A—30,113-30,113-100%$10.7M———
Horizon Investments, LLC
N/A—29,987-29,987-100%$10.6M———
Quantbot Technologies LP
N/A—29,966-29,966-100%$10.6M———
Wealthfront Advisers LLC
N/A—29,847-29,847-100%$10.6M———
South Dakota Investment Council
N/A—29,632-29,632-100%$10.5M———
Capital World Investors
N/A—29,422-29,422-100%$10.4M———
Glenmede Trust Co NA
N/A—28,738-28,738-100%$10.2M———
ExodusPoint Capital Management, LP
N/A—28,136-28,136-100%$10.0M———
Amica Mutual Insurance Co
N/A—27,859-27,859-100%$9.9M———
Troluce Capital Advisors LLC
N/A—27,250-27,250-100%$9.7M———
Blue Sparrow, LLC
N/A—27,180-27,180-100%$9.6M———
Schroder Investment Management Group
N/A—26,884-26,884-100%$9.4M———
IQ EQ Fund Management (Ireland) Ltd
N/A—26,810-26,810-100%$9.5M———
Cresset Asset Management, LLC
N/A—26,703-26,703-100%$9.5M———
Cary Street Partners Financial LLC
N/A—26,373-26,373-100%$9.3M———
CI Investments Inc.
N/A—25,951-25,951-100%$9.2M———
Kesler, Norman & Wride, LLC
N/A—25,757-25,757-100%$9.1M———
Stratos Investment Management, LLC
N/A—25,734-25,734-100%$9.1M———
Aberdeen Group plc
N/A—25,620-25,620-100%$9.1M———
Biondo Investment Advisors, LLC
N/A—25,075-25,075-100%$8.9M———
Jupiter Topco LLC
N/A—24,947-24,947-100%$8.8M———
Verition Fund Management LLC
N/A—24,718-24,718-100%$8.8M———
Jane Street Group, LLC
N/A—24,653-24,653-100%$8.7M———
Hunter Perkins Capital Management, LLC
N/A—24,423-24,423-100%$8.7K———
Algert Global LLC
N/A—24,395-24,395-100%$8.6M———
World Investment Advisors
N/A—23,999-23,999-100%$8.2M———
Fiduciary Trust Co
N/A—23,699-23,699-100%$8.4M———
Quadrature Capital Ltd
N/A—23,678-23,678-100%$8.4M———
Tidal Investments LLC
N/A—23,634-23,634-100%$8.4M———
Nomura Holdings Inc
N/A—22,438-22,438-100%$7.9M———
Vinva Investment Management Ltd
N/A—22,361-22,361-100%$7.8M———
Argent Trust Co
N/A—22,334-22,334-100%$7.9M———
Central Trust Co
N/A—22,328-22,328-100%$7.9M———
King Luther Capital Management Corp
N/A—22,212-22,212-100%$7.9M———
MAI Capital Management
N/A—21,945-21,945-100%$7.8M———
Hilton Capital Management, LLC
N/A—21,580-21,580-100%$7.6M———
Private Advisor Group, LLC
N/A—21,045-21,045-100%$7.5M———
Shelton Capital Management
N/A—20,943-20,943-100%$7.4M———
WCG Wealth Advisors LLC
N/A—20,576-20,576-100%$7.3M———
New Age Alpha Advisors, LLC
N/A—20,551-20,551-100%$7.3M———
Easterly Investment Partners LLC
N/A—20,500-20,500-100%$7.3M———
Machina Capital S.A.S.
N/A—20,149-20,149-100%$7.1M———
Teachers Retirement System of the State of Kentucky
N/A—20,137-20,137-100%$7.1M———
PDT Partners, LLC
N/A—20,133-20,133-100%$7.1M———
Orion Investment Co
N/A—20,053-20,053-100%$7.1M———
Mizuho Securities USA LLC
N/A—19,871-19,871-100%$7.0M———
Manhattan West Asset Management, LLC
N/A—19,618-19,618-100%$6.9M———
Vestmark Advisory Solutions, Inc.
N/A—19,392-19,392-100%$6.9M———
Intech Investment Management LLC
N/A—19,370-19,370-100%$6.9M———
Omers Administration Corp
N/A—19,312-19,312-100%$6.8M———
Glassy Mountain Advisors, Inc.
N/A—19,299-19,299-100%$6.8M———
EP Wealth Advisors, LLC
N/A—19,229-19,229-100%$6.8M———
Focus Partners Advisor Solutions, LLC
N/A—18,907-18,907-100%$6.7M———
Integrated Wealth Concepts LLC
N/A—18,894-18,894-100%$6.7M———
Morgan Dempsey Capital Management LLC
N/A—18,483-18,483-100%$6.5M———
Allstate Corp
N/A—18,185-18,185-100%$6.4M———
Kensington Investment Counsel, LLC
N/A—18,184-18,184-100%$6.4M———
Graham Capital Management, L.P.
N/A—17,694-17,694-100%$6.3M———
Stephens Inc
N/A—17,494-17,494-100%$6.2M———
Federation des caisses Desjardins du Quebec
N/A—17,452-17,452-100%$6.2M———
Advisory Services Network, LLC
N/A—17,369-17,369-100%$6.2M———
Ritholtz Wealth Management
N/A—17,309-17,309-100%$6.1M———
Foster & Motley Inc
N/A—17,292-17,292-100%$6.1M———
Bridgewater Associates, LP
N/A—16,888-16,888-100%$6.0M———
Summit Trail Advisors, LLC
N/A—16,825-16,825-100%$6.0M———
Caprock Group, LLC
N/A—16,783-16,783-100%$5.9M———
Hamilton Capital Partners Inc.
N/A—16,762-16,762-100%$5.9M———
Hantz Financial Services, Inc.
N/A—16,733-16,733-100%$5.9M———
Morningstar Investment Management LLC
N/A—15,976-15,976-100%$5.5M———
Kentucky Retirement Systems
N/A—15,953-15,953-100%$5.7M———
Marks Group Wealth Management, Inc
N/A—15,557-15,557-100%$5.5M———
Norinchukin Bank, The
N/A—15,196-15,196-100%$5.4M———
Stonebridge Capital Management Inc
N/A—15,193-15,193-100%$5.4M———
BTC Capital Management, Inc.
N/A—14,943-14,943-100%$5.3M———
Orion Porfolio Solutions, LLC
N/A—14,763-14,763-100%$5.2M———
Savant Capital, LLC
N/A—14,696-14,696-100%$5.4M———
Investment Management Corp of Ontario
N/A—14,670-14,670-100%$5.2M———
Webster Bank, N. A.
N/A—14,508-14,508-100%$5.1M———
1832 Asset Management L.P.
N/A—14,322-14,322-100%$5.1M———
Bellars Harris Wealth Management, LLC
N/A—14,157-14,157-100%$5.0M———
Lummis Asset Management, LP
N/A—14,095-14,095-100%$5.1M———
Bontempo Ohly Capital Mgmt LLC
N/A—13,949-13,949-100%$4.9M———
Maryland State Retirement & Pension System
N/A—13,771-13,771-100%$4.9M———
Ameritas Investment Partners, Inc.
N/A—13,672-13,672-100%$4.8M———
Scotia Capital Inc.
N/A—13,613-13,613-100%$4.8M———
Essex Financial Services, Inc.
N/A—13,509-13,509-100%$4.8M———
Arkadios Wealth Advisors
N/A—13,269-13,269-100%$4.7M———
J.W. Cole Advisors, Inc.
N/A—13,160-13,160-100%$4.7M———
Entropy Technologies, LP
N/A—13,003-13,003-100%$4.6M———
Dana Investment Advisors, Inc.
N/A—12,891-12,891-100%$4.6M———
Ramirez Asset Management, Inc.
N/A—12,789-12,789-100%$4.5M———
Capital Analysts, LLC
N/A—12,773-12,773-100%$4.5M———
Brevan Howard Capital Management LP
N/A—12,693-12,693-100%$4.5M———
New Mexico Educational Retirement Board
N/A—12,614-12,614-100%$4.5M———
Nations Financial Group Inc,
N/A—12,582-12,582-100%$4.5M———
Sound View Wealth Advisors Group, LLC
N/A—12,579-12,579-100%$4.5M———
Kingsview Wealth Management, LLC
N/A—12,538-12,538-100%$4.4M———
Brendel Financial Advisors LLC
N/A—12,401-12,401-100%$4.4M———
Money Concepts Capital Corp
N/A—12,369-12,369-100%$4.4M———
OneDigital Investment Advisors LLC
N/A—11,997-11,997-100%$4.2M———
LBP AM SA
N/A—11,902-11,902-100%$4.2M———
Kinloch Capital, LLC
N/A—11,886-11,886-100%$4.2M———
Harvest Portfolios Group Inc.
N/A—11,730-11,730-100%$4.2M———
Erste Asset Management GmbH
N/A—11,706-11,706-100%$4.1M———
Aptus Capital Advisors, LLC
N/A—11,702-11,702-100%$4.1M———
X-Square Capital, LLC
N/A—11,669-11,669-100%$4.1M———
PYA Waltman Capital, LLC
N/A—11,650-11,650-100%$4.1M———
Stratos Wealth Partners, Ltd.
N/A—11,596-11,596-100%$4.1M———
Linscomb Wealth, Inc.
N/A—11,318-11,318-100%$4.0M———
Schulhoff & Co Inc
N/A—11,260-11,260-100%$4.0M———
T. Rowe Price Investment Management, Inc.
N/A—11,241-11,241-100%$4.0M———
Farmers National Bank
N/A—11,205-11,205-100%$4.0M———
Prudential PLC
N/A—11,161-11,161-100%$4.0M———
Capital & Planning, LLC
N/A—10,977-10,977-100%$3.9M———
Lowe Brockenbrough & Co Inc
N/A—10,933-10,933-100%$3.9M———
Nykredit A/S
N/A—10,726-10,726-100%$3.8M———
AE Wealth Management LLC
N/A—10,650-10,650-100%$3.8M———
Flputnam Investment Management Co
N/A—10,534-10,534-100%$3.7M———
MainStreet Investment Advisors LLC
N/A—10,368-10,368-100%$3.7M———
Strategic Global Advisors, LLC
N/A—10,329-10,329-100%$3.7M———
Brown Brothers Harriman & Co
N/A—10,227-10,227-100%$3.6M———
Pure Financial Advisors, LLC
N/A—10,177-10,177-100%$3.6M———
Van Hulzen Asset Management, LLC
N/A—9,794-9,794-100%$3.5M———
Principal Securities, Inc.
N/A—9,734-9,734-100%$3.4M———
BFC Planning, Inc.
N/A—9,723-9,723-100%$3.4M———
Wealth Advisors of Tampa Bay, LLC
N/A—9,631-9,631-100%$3.4M———
Condor Capital Management
N/A—9,566-9,566-100%$3.4M———
Whittier Trust Co
N/A—9,528-9,528-100%$3.6M———
Fisher Asset Management, LLC
N/A—9,495-9,495-100%$3.4M———
Navellier & Associates Inc
N/A—9,425-9,425-100%$3.3M———
FSB Premier Wealth Management, Inc.
N/A—9,360-9,360-100%$3.3M———
Independent Advisor Alliance
N/A—9,324-9,324-100%$3.3M———
Texas Yale Capital Corp.
N/A—9,315-9,315-100%$3.3M———
Mosaic Family Wealth Partners, LLC
N/A—9,264-9,264-100%$3.3M———
Bragg Financial Advisors, Inc
N/A—9,252-9,252-100%$3.3M———
Nicolet Bankshares Inc
N/A—9,230-9,230-100%$3.4M———
Cinctive Capital Management LP
N/A—9,210-9,210-100%$3.3M———
Snowden Capital Advisors LLC
N/A—9,095-9,095-100%$3.2M———
Envestnet Portfolio Solutions, Inc.
N/A—9,060-9,060-100%$3.2M———
NewEdge Wealth, LLC
N/A—8,977-8,977-100%$3.2M———
Icon Wealth Advisors, LLC
N/A—8,910-8,910-100%$3.2M———
Mutual Advisors, LLC
N/A—8,901-8,901-100%$3.2M———
Rodgers Brothers Inc.
N/A—8,861-8,861-100%$3.1M———
IHT Wealth Management, LLC
N/A—8,598-8,598-100%$3.0M———
Gabelli Funds LLC
N/A—8,451-8,451-100%$3.0M———
Bessemer Group Inc
N/A—8,425-8,425-100%$3.0M———
Atlantic Union Bankshares Corp
N/A—8,420-8,420-100%$3.0M———
Vectors Research Management, LLC
N/A—8,389-8,389-100%$3.0M———
Jacobi Capital Management LLC
N/A—8,342-8,342-100%$3.0M———
Clearstead Advisors, LLC
N/A—8,301-8,301-100%$2.9M———
Leavell Investment Management, Inc.
N/A—8,223-8,223-100%$2.9M———
Mark Sheptoff Financial Planning, LLC
N/A—8,216-8,216-100%$2.9M———
Talon Private Wealth, LLC
N/A—8,138-8,138-100%$2.9M———
Northwestern Mutual Investment Management Company, LLC
N/A—8,137-8,137-100%$2.9M———
Empirical Finance, LLC
N/A—8,067-8,067-100%$2.9M———
Savvy Advisors, Inc.
N/A—8,046-8,046-100%$2.9M———
Dynasty Wealth Management, LLC
N/A—7,836-7,836-100%$2.8M———
Ranch Capital Advisors Inc.
N/A—7,825-7,825-100%$2.8M———
Stokes Family Office, LLC
N/A—7,811-7,811-100%$2.8M———
Bradley Foster & Sargent Inc
N/A—7,721-7,721-100%$2.7M———
Mufg Securities Americas Inc.
N/A—7,645-7,645-100%$2.7M———
Accretive Wealth Partners, LLC
N/A—7,597-7,597-100%$2.7M———
Beacon Pointe Advisors, LLC
N/A—7,488-7,488-100%$2.7M———
HBK Sorce Advisory LLC
N/A—7,456-7,456-100%$2.9M———
Summit Financial, LLC
N/A—7,416-7,416-100%$2.6M———
Fayez Sarofim & Co
N/A—7,385-7,385-100%$2.6M———
1ST Source Bank
N/A—7,355-7,355-100%$2.6M———
Silvercrest Asset Management Group LLC
N/A—7,314-7,314-100%$2.6M———
Zurich Insurance Group Ltd
N/A—7,200-7,200-100%$2.6M———
Harvest Investment Advisors, LLC
N/A—7,164-7,164-100%$2.5M———
LOM Asset Management Ltd
N/A—7,158-7,158-100%$2.5M———
Callan Family Office, LLC
N/A—7,153-7,153-100%$2.5M———
Callahan Advisors, LLC
N/A—7,147-7,147-100%$2.5M———
United Bank
N/A—7,125-7,125-100%$2.5M———
BNP Paribas Asset Management Holding S.A.
N/A—7,122-7,122-100%$2.5M———
Rehmann Capital Advisory Group
N/A—7,098-7,098-100%$2.5M———
Valmark Advisers, Inc.
N/A—7,063-7,063-100%$2.5M———
Meeder Asset Management Inc
N/A—7,030-7,030-100%$2.5M———
Geneos Wealth Management Inc.
N/A—7,025-7,025-100%$2.5M———
Ameritas Advisory Services, LLC
N/A—7,009-7,009-100%$2.5M———
Diversified Trust Co
N/A—6,966-6,966-100%$2.5M———
Meeder Advisory Services, Inc.
N/A—6,932-6,932-100%$2.5M———
ARS Investment Partners, LLC
N/A—6,909-6,909-100%$2.4M———
Coldstream Capital Management Inc
N/A—6,857-6,857-100%$2.4M———
Boothbay Fund Management, LLC
N/A—6,780-6,780-100%$2.4M———
Securian Asset Management, Inc
N/A—6,761-6,761-100%$2.5M———
Walleye Capital LLC
N/A—6,752-6,752-100%$2.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—6,742-6,742-100%$2.4M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—6,620-6,620-100%$2.3M———
Canada Post Corp Registered Pension Plan
N/A—6,612-6,612-100%$2.3M———
Global Retirement Partners, LLC
N/A—6,586-6,586-100%$2.3M———
Fiduciary Group, LLC
N/A—6,567-6,567-100%$2.3M———
Weaver C. Barksdale & Associates, Inc.
N/A—6,557-6,557-100%$2.3M———
Basepoint Wealth LLC
N/A—6,454-6,454-100%$2.3M———
Level Four Advisory Services, LLC
N/A—6,383-6,383-100%$2.3M———
Bluespring Wealth Management, LLC
N/A—6,379-6,379-100%$2.3M———
Belpointe Asset Management LLC
N/A—6,376-6,376-100%$2.3M———
Intrust Bank NA
N/A—6,257-6,257-100%$2.2M———
Nicholson Wealth Management Group, LLC
N/A—6,221-6,221-100%$2.2M———
Main Street Financial Solutions, LLC
N/A—6,212-6,212-100%$2.2M———
Numerai GP LLC
N/A—6,192-6,192-100%$2.2M———
Syon Capital LLC
N/A—6,191-6,191-100%$2.2M———
Kintra Wealth, LLC
N/A—6,150-6,150-100%$2.4M———
Personal CFO Solutions, LLC
N/A—6,121-6,121-100%$2.2M———
Thoroughbred Financial Services, LLC
N/A—6,017-6,017-100%$2.1M———
Modern Wealth Management, LLC
N/A—6,007-6,007-100%$2.1M———
Metis Global Partners, LLC
N/A—5,963-5,963-100%$2.1M———
Simmons Bank
N/A—5,922-5,922-100%$2.1M———
denkapparat Operations GmbH
N/A—5,916-5,916-100%$2.1M———
Altman Advisors, Inc.
N/A—5,891-5,891-100%$2.1M———
Alaethes Wealth, LLC
N/A—5,848-5,848-100%$2.1M———
Virtus Investment Advisers, LLC
N/A—5,769-5,769-100%$2.0M———
Hills Bank & Trust Co
N/A—5,692-5,692-100%$2.0M———
Harbour Investments, Inc.
N/A—5,602-5,602-100%$2.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—5,524-5,524-100%$2.0M———
Legacy Capital Group California, Inc.
N/A—5,420-5,420-100%$1.9M———
RWA Wealth Partners, LLC
N/A—5,391-5,391-100%$1.9M———
Johnson Investment Counsel Inc
N/A—5,389-5,389-100%$1.9M———
Wealthspire Advisors, LLC
N/A—5,388-5,388-100%$1.9M———
Cape ANN Savings Bank
N/A—5,339-5,339-100%$1.9M———
Meadowbrook Advisors Group, LLC
N/A—5,336-5,336-100%$1.9M———
UMB Bank, n.a.
N/A—5,272-5,272-100%$1.9M———
FWL Investment Management, LLC
N/A—5,212-5,212-100%$1.8M———
Evolve Private Wealth, LLC
N/A—5,121-5,121-100%$1.8M———
Citizens & Northern Corp
N/A—5,113-5,113-100%$1.8M———
Voya Financial Advisors, Inc.
N/A—5,111-5,111-100%$1.8M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—5,094-5,094-100%$1.8M———
Mount Lucas Management LP
N/A—5,078-5,078-100%$1.8M———
Kirtland Hills Capital Management, LLC
N/A—5,061-5,061-100%$1.8M———
Community Bank, N.A.
N/A—5,045-5,045-100%$1.8M———
Rexford Capital Inc
N/A—4,961-4,961-100%$1.8M———
17 Capital Partners, LLC
N/A—4,943-4,943-100%$1.8M———
Aviva PLC
N/A—4,879-4,879-100%$1.7M———
Tevis Investment Management
N/A—4,870-4,870-100%$1.7M———
GeoWealth Management, LLC
N/A—4,812-4,812-100%$1.7M———
Sompo Asset Management Co., Ltd.
N/A—4,740-4,740-100%$1.7M———
Cannell & Spears LLC
N/A—4,679-4,679-100%$1.7M———
Bank of Hawaii
N/A—4,670-4,670-100%$1.7M———
Croban
N/A—4,669-4,669-100%$1.7M———
SlateStone Wealth, LLC
N/A—4,597-4,597-100%$1.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,553-4,553-100%$1.6M———
Capital Advisors Inc
N/A—4,551-4,551-100%$1.6M———
Berkeley Capital Partners, LLC
N/A—4,549-4,549-100%$1.6M———
Compound Planning, Inc.
N/A—4,535-4,535-100%$1.6M———
Presidio Capital Management, LLC
N/A—4,453-4,453-100%$1.6M———
Fidelis Capital Partners, LLC
N/A—4,430-4,430-100%$1.6M———
Vestcor Inc
N/A—4,408-4,408-100%$1.6M———
Roberts Glore & Co Inc
N/A—4,392-4,392-100%$1.6M———
Ostrum Asset Management
N/A—4,305-4,305-100%$1.5M———
Waddell & Associates, LLC
N/A—4,182-4,182-100%$1.5M———
AssuredPartners Investment Advisors, LLC
N/A—4,176-4,176-100%$1.5M———
Crux Wealth Advisors
N/A—4,164-4,164-100%$1.5M———
TCW Group Inc
N/A—4,086-4,086-100%$1.4M———
Checchi Capital Advisers, LLC
N/A—4,080-4,080-100%$1.4M———
Anchor Investment Management, LLC
N/A—4,050-4,050-100%$1.4M———
Tradewinds, Llc.
N/A—4,028-4,028-100%$936.8K———
Smartleaf Asset Management LLC
N/A—3,994-3,994-100%$1.4M———
Gladstone Institutional Advisory LLC
N/A—3,987-3,987-100%$1.4M———
Moors & Cabot, Inc.
N/A—3,966-3,966-100%$1.4M———
Capstone Investment Advisors, LLC
N/A—3,961-3,961-100%$1.4M———
Kovack Advisors, Inc.
N/A—3,919-3,919-100%$1.4M———
Coastwise Capital Group, LLC
N/A—3,902-3,902-100%$1.4M———
Ironvine Capital Partners, LLC
N/A—3,900-3,900-100%$1.4M———
Hilltop Partners LLC
N/A—3,893-3,893-100%$1.4M———
Ballentine Partners, LLC
N/A—3,879-3,879-100%$1.4M———
North Dallas Bank & Trust Co
N/A—3,874-3,874-100%$1.4M———
Paradigm Asset Management Co LLC
N/A—3,806-3,806-100%$1.3M———
Outlook Capital Management, LLC
N/A—3,781-3,781-100%$1.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,771-3,771-100%$1.3M———
Goldstone Financial Group, LLC
N/A—3,764-3,764-100%$1.3M———
Empire Financial Management Company, LLC
N/A—3,748-3,748-100%$1.3M———
Broadwater Capital Management LLC
N/A—3,730-3,730-100%$1.3M———
Christine Messmer PC
N/A—3,726-3,726-100%$1.3M———
Three Bridge Wealth Advisors, LLC
N/A—3,725-3,725-100%$1.3M———
Auxano Advisors, LLC
N/A—3,700-3,700-100%$1.3M———
Ceeto Capital Group, LLC
N/A—3,700-3,700-100%$1.3M———
44 Wealth Management LLC
N/A—3,641-3,641-100%$1.3M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,635-3,635-100%$1.3M———
Future Fund LLC
N/A—3,611-3,611-100%$1.3M———
Foundations Investment Advisors, LLC
N/A—3,609-3,609-100%$1.3M———
South Plains Financial, Inc.
N/A—3,609-3,609-100%$1.3M———
USS Investment Management Ltd
N/A—3,600-3,600-100%$1.3M———
Picton Mahoney Asset Management
N/A—3,569-3,569-100%$1.3M———
Commons Capital, LLC
N/A—3,560-3,560-100%$1.3M———
FSA Advisors, Inc.
N/A—3,540-3,540-100%$1.3M———
Inceptionr LLC
N/A—3,539-3,539-100%$1.3M———
Capital Financial Group Inc\co\
N/A—3,518-3,518-100%$1.2M———
NBH Bank
N/A—3,483-3,483-100%$1.2M———
Defiance ETFs, LLC
N/A—3,468-3,468-100%$1.3M———
Keystone Financial Services
N/A—3,467-3,467-100%$1.2M———
First National Bank of Omaha
N/A—3,434-3,434-100%$1.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—3,425-3,425-100%$1.2M———
Catalyst Financial Partners LLC
N/A—3,411-3,411-100%$1.2M———
Twin City Private Wealth, LLC
N/A—3,402-3,402-100%$1.2M———
Frec Markets, Inc.
N/A—3,379-3,379-100%$1.2M———
Chilton Investment Co Inc.
N/A—3,374-3,374-100%$1.2M———
Oxford Asset Management LLP
N/A—3,370-3,370-100%$1.2M———
Private Wealth Asset Management, LLC
N/A—3,328-3,328-100%$1.2M———
Quotient Wealth Partners, LLC
N/A—3,322-3,322-100%$1.2M———
Logan Capital Management Inc
N/A—3,300-3,300-100%$1.2M———
Transcend Capital Advisors, LLC
N/A—3,294-3,294-100%$1.2M———
First Commonwealth Financial Corp
N/A—3,278-3,278-100%$1.2M———
Composition Wealth, LLC
N/A—3,228-3,228-100%$1.1M———
Park Place Capital Corp
N/A—3,212-3,212-100%$1.1M———
Evercore Wealth Management, LLC
N/A—3,200-3,200-100%$1.1M———
Sierra Legacy Group
N/A—3,199-3,199-100%$1.1M———
Chesapeake Wealth Management
N/A—3,148-3,148-100%$1.1M———
Brooktree Capital Management
N/A—3,144-3,144-100%$1.1M———
Twin Capital Management Inc
N/A—3,144-3,144-100%$1.1M———
Berger Financial Group, Inc
N/A—3,109-3,109-100%$1.1M———
IFG Advisory, LLC
N/A—3,078-3,078-100%$1.1M———
Baker Avenue Asset Management, LP
N/A—3,077-3,077-100%$1.1M———
TRB Wealth Management, LLC
N/A—3,072-3,072-100%$1.1M———
Ethos Financial Group, LLC
N/A—3,037-3,037-100%$1.2M———
Prosperity Consulting Group, LLC
N/A—3,017-3,017-100%$1.1M———
Resources Management Corp
N/A—3,009-3,009-100%$1.1M———
Dougherty & Associates, LLC
N/A—2,991-2,991-100%$1.1M———
Fortress Private Ledger, LLC
N/A—2,937-2,937-100%$1.0M———
Second Half Financial Partners, LLC
N/A—2,936-2,936-100%$1.0M———
Loudon Investment Management, LLC
N/A—2,935-2,935-100%$1.0M———
Allianz SE
N/A—2,933-2,933-100%$1.0M———
Bull Harbor Capital LLC
N/A—2,928-2,928-100%$1.0M———
Waterloo Capital, L.P.
N/A—2,926-2,926-100%$1.0M———
Prostatis Group LLC
N/A—2,925-2,925-100%$1.0M———
CreativeOne Wealth, LLC
N/A—2,904-2,904-100%$1.0M———
Widmann Financial Services, Inc.
N/A—2,898-2,898-100%$1.0M———
Kera Capital Partners, Inc.
N/A—2,890-2,890-100%$1.0M———
Advyzon Investment Management, LLC
N/A—2,887-2,887-100%$1.0M———
Holderness Investments Co
N/A—2,865-2,865-100%$1.0M———
Castlekeep Investment Advisors LLC
N/A—2,851-2,851-100%$1.0M———
Tower Research Capital LLC (TRC)
N/A—2,834-2,834-100%$1.0M———
Empirical Asset Management, LLC
N/A—2,810-2,810-100%$995.3K———
one8zero8, LLC
N/A—2,800-2,800-100%$991.9K———
Blackhawk Capital Partners, LLC
N/A—2,779-2,779-100%$984.4K———
Pallas Capital Advisors LLC
N/A—2,758-2,758-100%$977.0K———
Sivia Capital Partners, LLC
N/A—2,735-2,735-100%$968.8K———
Chesapeake Capital Corp
N/A—2,691-2,691-100%$953.3K———
Kennondale Capital Management LLC
N/A—2,659-2,659-100%$941.9K———
Strategies Wealth Advisors, LLC
N/A—2,637-2,637-100%$934.0K———
Madison Asset Management, LLC
N/A—2,630-2,630-100%$931.7K———
Atlas Legacy Advisors, LLC
N/A—2,614-2,614-100%$927.1K———
Headlands Technologies LLC
N/A—2,607-2,607-100%$923.5K———
Knightsbridge Asset Management, LLC
N/A—2,602-2,602-100%$921.7K———
Red Door Wealth Management, LLC
N/A—2,575-2,575-100%$912.2K———
Insigneo Advisory Services, LLC
N/A—2,559-2,559-100%$906.3K———
Great Lakes Advisors, LLC
N/A—2,550-2,550-100%$903.3K———
VeraBank, N.A.
N/A—2,544-2,544-100%$901.2K———
Inspire Advisors, LLC
N/A—2,537-2,537-100%$898.9K———
Rogco, LP
N/A—2,535-2,535-100%$898.0K———
BCV Asset Management Inc.
N/A—2,516-2,516-100%$877.5K———
WBI Investments, LLC
N/A—2,514-2,514-100%$890.6K———
Gilbert & Cook, Inc.
N/A—2,502-2,502-100%$886.3K———
TritonPoint Partners, LLC
N/A—2,472-2,472-100%$875.6K———
Employees Retirement System of Texas
N/A—2,465-2,465-100%$873.0K———
Westpac Banking Corp
N/A—2,459-2,459-100%$871.1K———
SHP Wealth Management
N/A—2,441-2,441-100%$864.8K———
Fortis Capital Advisors, LLC
N/A—2,439-2,439-100%$864.2K———
Main Management ETF Advisors, LLC
N/A—2,434-2,434-100%$862.0K———
Centaurus Financial, Inc.
N/A—2,433-2,433-100%$862.0K———
Transamerica Financial Advisors, LLC
N/A—2,431-2,431-100%$861.4K———
Aureus Asset Management, LLC
N/A—2,430-2,430-100%$860.8K———
Roehl & Yi Investment Advisors, LLC
N/A—2,407-2,407-100%$852.7K———
CVA Family Office, LLC
N/A—2,394-2,394-100%$848.0K———
Bedel Financial Consulting, Inc.
N/A—2,353-2,353-100%$833.6K———
GSA Capital Partners LLP
N/A—2,351-2,351-100%$833.0K———
Western Wealth Management, LLC
N/A—2,308-2,308-100%$817.5K———
Denali Advisors LLC
N/A—2,300-2,300-100%$814.8K———
PFG Investments, LLC
N/A—2,280-2,280-100%$807.6K———
Chelsea Counsel Co
N/A—2,275-2,275-100%$805.9K———
Advisors Capital Management, LLC
N/A—2,271-2,271-100%$804.7K———
Rathbones Group PLC
N/A—2,263-2,263-100%$801.6K———
River Wealth Advisors LLC
N/A—2,227-2,227-100%$788.9K———
Keel Point, LLC
N/A—2,215-2,215-100%$784.5K———
Tranquilli Financial Advisor LLC
N/A—2,203-2,203-100%$780.4K———
Moneta Group Investment Advisors LLC
N/A—2,201-2,201-100%$779.8K———
OneAscent Financial Services LLC
N/A—2,198-2,198-100%$778.5K———
Edmond de Rothschild Holding S.A.
N/A—2,195-2,195-100%$777.6K———
Greykasell Wealth Strategies, Inc.
N/A—2,194-2,194-100%$777.1K———
Coastal Bridge Advisors, LLC
N/A—2,190-2,190-100%$775.6K———
Ausdal Financial Partners, Inc.
N/A—2,182-2,182-100%$773.2K———
Performance Wealth Partners, LLC
N/A—2,172-2,172-100%$769.4K———
Z3 Capital Partners, LLC
N/A—2,126-2,126-100%$753.1K———
Kiley Juergens Wealth Management, LLC
N/A—2,125-2,125-100%$752.8K———
Stock Yards Bank & Trust Co
N/A—2,119-2,119-100%$750.6K———
Expressive Wealth LLC
N/A—2,115-2,115-100%$749.2K———
First Manhattan Co. Llc.
N/A—2,102-2,102-100%$744.6K———
Dover Advisors, LLC
N/A—2,100-2,100-100%$707.0K———
Oarsman Capital, Inc.
N/A—2,098-2,098-100%$743.2K———
Chesapeake Asset Management LLC
N/A—2,086-2,086-100%$738.9K———
US Asset Management LLC
N/A—2,075-2,075-100%$735.0K———
Valtrion Capital Management, LLC
N/A—2,071-2,071-100%$733.6K———
Qtron Investments LLC
N/A—2,049-2,049-100%$725.8K———
Xcelsior Advisor Partners LLC
N/A—2,041-2,041-100%$723.0K———
Tocqueville Asset Management L.P.
N/A—2,039-2,039-100%$722.3K———
Moment Partners, LLC
N/A—2,027-2,027-100%$718.0K———
RiverFront Investment Group, LLC
N/A—2,023-2,023-100%$716.8K———
Monetary Management Group Inc
N/A—1,990-1,990-100%$704.9K———
Doheny Asset Management
N/A—1,990-1,990-100%$705.0K———
Argent Advisors, Inc.
N/A—1,982-1,982-100%$702.1K———
Endeavor Private Wealth, Inc.
N/A—1,980-1,980-100%$701.4K———
Wealth Alliance, LLC
N/A—1,980-1,980-100%$701.3K———
Dorsey & Whitney Trust Co LLC
N/A—1,967-1,967-100%$696.8K———
EntryPoint Capital, LLC
N/A—1,967-1,967-100%$696.8K———
CSS LLC
N/A—1,960-1,960-100%$694.3K———
Stratos Wealth Advisors, LLC
N/A—1,947-1,947-100%$689.9K———
Choate Investment Advisors
N/A—1,922-1,922-100%$680.8K———
America First Investment Advisors, LLC
N/A—1,918-1,918-100%$679.4K———
Legacy Financial Advisors, Inc.
N/A—1,915-1,915-100%$678.2K———
Lcnb Corp
N/A—1,891-1,891-100%$669.9K———
AlphaGrep UK Ltd
N/A—1,882-1,882-100%$666.7K———
First Command Advisory Services, Inc.
N/A—1,878-1,878-100%$665.3K———
Anchor Bay Capital, Inc.
N/A—1,864-1,864-100%$738.1K———
FourThought Financial Partners, LLC
N/A—1,856-1,856-100%$657.5K———
Spwm Advisors LLC
N/A—1,845-1,845-100%$679.9K———
Copley Financial Group, Inc.
N/A—1,830-1,830-100%$648.3K———
Hilltop Holdings Inc.
N/A—1,828-1,828-100%$647.6K———
Financial Advisors Network, Inc.
N/A—1,827-1,827-100%$647.0K———
Venturi Wealth Management, LLC
N/A—1,821-1,821-100%$645.1K———
Drive Wealth Management, LLC
N/A—1,807-1,807-100%$639.9K———
Capital International Sarl
N/A—1,774-1,774-100%$628.4K———
AlTi Global, Inc.
N/A—1,765-1,765-100%$625.3K———
Ames National Corp
N/A—1,762-1,762-100%$624.2K———
EagleClaw Capital Managment, LLC
N/A—1,750-1,750-100%$619.9K———
Uniting Wealth Partners, LLC
N/A—1,731-1,731-100%$613.2K———
Lafayette Investments, Inc.
N/A—1,722-1,722-100%$610.0K———
Gateway Wealth Partners, LLC
N/A—1,717-1,717-100%$608.2K———
Dynamic Technology Lab Private Ltd
N/A—1,715-1,715-100%$608.0K———
Everpar Advisors LLC
N/A—1,715-1,715-100%$607.5K———
Alteri Wealth LLC
N/A—1,708-1,708-100%$605.0K———
Dakota Wealth Management
N/A—1,682-1,682-100%$595.9K———
Potentia Wealth
N/A—1,681-1,681-100%$595.5K———
Cambria Investment Management, L.P.
N/A—1,668-1,668-100%$590.9K———
Whittier Trust Co of Nevada Inc
N/A—1,657-1,657-100%$620.8K———
London Co of Virginia
N/A—1,657-1,657-100%$587.0K———
Empower Advisory Group, LLC
N/A—1,652-1,652-100%$585.2K———
Tiemann Investment Advisors, LLC
N/A—1,640-1,640-100%$581.0K———
Walter & Keenan Wealth Management LLC
N/A—1,639-1,639-100%$580.6K———
Duncan Williams Asset Management, LLC
N/A—1,626-1,626-100%$576.0K———
Fiduciary Wealth Partners, LLC
N/A—1,618-1,618-100%$573.2K———
Davis R M Inc
N/A—1,612-1,612-100%$571.0K———
Optas, LLC
N/A—1,609-1,609-100%$570.0K———
Berkshire Asset Management LLC
N/A—1,602-1,602-100%$567.3K———
Polymer Capital Management (US) LLC
N/A—1,599-1,599-100%$566.4K———
Cvfg LLC
N/A—1,597-1,597-100%$565.7K———
Coign Capital Advisors LLC
N/A—1,592-1,592-100%$564.0K———
Prestige Wealth Management Group LLC
N/A—1,581-1,581-100%$560.1K———
Proficio Capital Partners LLC
N/A—1,577-1,577-100%$558.5K———
Founders Financial Alliance, LLC
N/A—1,575-1,575-100%$557.9K———
Pinnacle West Asset Management, Inc.
N/A—1,575-1,575-100%$558.0K———
Naples Global Advisors, LLC
N/A—1,571-1,571-100%$556.5K———
Severin Investments, LLC
N/A—1,565-1,565-100%$554.3K———
SouthState Bank Corp
N/A—1,563-1,563-100%$553.7K———
Renaissance Group LLC
N/A—1,557-1,557-100%$551.6K———
LRI Investments, LLC
N/A—1,555-1,555-100%$550.8K———
Miller Investment Management, LP
N/A—1,554-1,554-100%$550.5K———
West Family Investments, Inc.
N/A—1,548-1,548-100%$548.4K———
Covington Investment Advisors Inc.
N/A—1,546-1,546-100%$548.0K———
FLC Capital Advisors
N/A—1,545-1,545-100%$547.3K———
Sonoma Allocations LLC
N/A—1,527-1,527-100%$556.1K———
Vantus Wealth LLC
N/A—1,526-1,526-100%$540.6K———
Drucker Wealth 3.0, LLC
N/A—1,519-1,519-100%$538.3K———
Laffer Tengler Investments, Inc.
N/A—1,513-1,513-100%$536.0K———
Astoria Portfolio Advisors Llc.
N/A—1,500-1,500-100%$531.4K———
Brookwood Investment Group LLC
N/A—1,499-1,499-100%$531.0K———
Financial Engines Advisors L.L.C.
N/A—1,493-1,493-100%$528.9K———
SCS Capital Management LLC
N/A—1,486-1,486-100%$526.4K———
Nwam LLC
N/A—1,478-1,478-100%$523.7K———
Oxford Financial Group, Ltd. LLC
N/A—1,426-1,426-100%$505.1K———
Bridgewater Advisors Inc.
N/A—1,421-1,421-100%$531.2K———
HighPoint Advisor Group LLC
N/A—1,415-1,415-100%$501.3K———
Silver OAK Securities, Incorporated
N/A—1,398-1,398-100%$495.4K———
Keebeck Wealth Management
N/A—1,387-1,387-100%$491.5K———
American Alpha Advisors, LLC
N/A—1,373-1,373-100%$486.4K———
FOX RUN Management, L.L.C.
N/A—1,363-1,363-100%$482.8K———
Sun Financial Inc
N/A—1,338-1,338-100%$529.7K———
Curi Capital, LLC
N/A—1,302-1,302-100%$461.5K———
Rothschild Wealth LLC
N/A—1,290-1,290-100%$457.0K———
Affinity Investment Advisors, LLC
N/A—1,275-1,275-100%$451.7K———
Great Valley Advisor Group, Inc.
N/A—1,266-1,266-100%$448.5K———
PCM Encore, LLC
N/A—1,254-1,254-100%$444.4K———
Legacy Trust
N/A—1,251-1,251-100%$443.2K———
Aventura Private Wealth, LLC
N/A—1,251-1,251-100%$443.2K———
Univest Financial Corp
N/A—1,247-1,247-100%$441.7K———
Colonial Trust Co / SC
N/A—1,242-1,242-100%$439.9K———
Stembrook Asset Management, LLC
N/A—1,233-1,233-100%$436.8K———
Faithward Advisors, LLC
N/A—1,224-1,224-100%$433.6K———
BlackDiamond Wealth Management, LLC
N/A—1,221-1,221-100%$483.5K———
New Republic Capital, LLC
N/A—1,215-1,215-100%$430.4K———
Tyche Wealth Partners LLC
N/A—1,204-1,204-100%$426.7K———
Centennial Bank
N/A—1,199-1,199-100%$424.7K———
Phoenix Financial Ltd.
N/A—1,175-1,175-100%$415.0K———
First Financial Bankshares Inc
N/A—1,168-1,168-100%$413.8K———
Silver Coast Investments LLC
N/A—1,167-1,167-100%$413.4K———
Spinnaker Trust
N/A—1,155-1,155-100%$409.1K———
Sagewood Asset Management LP
N/A—1,155-1,155-100%$409.1K———
CFO4Life Group, LLC
N/A—1,155-1,155-100%$409.1K———
Tudor Financial Inc.
N/A—1,152-1,152-100%$408.1K———
Boyar Asset Management Inc.
N/A—1,145-1,145-100%$405.6K———
JT Stratford LLC
N/A—1,136-1,136-100%$402.4K———
Maridea Wealth Management LLC
N/A—1,134-1,134-100%$401.9K———
Mirabella Financial Services LLP
N/A—1,131-1,131-100%$400.6K———
WNY Asset Management, LLC
N/A—1,130-1,130-100%$400.3K———
Caxton Associates LLP
N/A—1,124-1,124-100%$398.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,118-1,118-100%$396.0K———
Private Advisory Group LLC
N/A—1,112-1,112-100%$394.0K———
Brooks, Moore & Associates, Inc.
N/A—1,111-1,111-100%$393.6K———
Jackson Thornton Wealth Management, LLC
N/A—1,105-1,105-100%$391.4K———
CNB Bank
N/A—1,104-1,104-100%$391.1K———
Precision Wealth Strategies, LLC
N/A—1,094-1,094-100%$387.5K———
Peak Asset Management, LLC
N/A—1,083-1,083-100%$383.6K———
Bernard Wealth Management Corp.
N/A—1,074-1,074-100%$380.5K———
Zinnia Wealth Advisory, LLC
N/A—1,059-1,059-100%$375.1K———
SageView Advisory Group, LLC
N/A—1,058-1,058-100%$375.0K———
Caerus Investment Advisors, LLC
N/A—1,053-1,053-100%$373.0K———
PIN OAK Investment Advisors Inc
N/A—1,052-1,052-100%$373.0K———
Stillwater Capital Advisors, LLC
N/A—1,047-1,047-100%$370.8K———
Destination Wealth Management
N/A—1,046-1,046-100%$370.6K———
Northstar Advisory Group, LLC
N/A—1,011-1,011-100%$358.1K———
Bingham Private Wealth, LLC
N/A—1,011-1,011-100%$358.1K———
Buckley Wealth Management, LLC
N/A—1,009-1,009-100%$357.4K———
Sequent Asset Management, LLC
N/A—1,004-1,004-100%$355.7K———
Bantamac Capital, LLC
N/A—1,000-1,000-100%$354.2K———
RiverGlades Family Offices LLC
N/A—1,000-1,000-100%$354.2K———
Knuff & Co LLC
N/A—1,000-1,000-100%$354.2K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,000-1,000-100%$354.2K———
iSAM Funds (UK) Ltd
N/A—1,000-1,000-100%$354.2K———
Cambient Family Office, LLC
N/A—996-996-100%$352.8K———
Tiaa Wealth Investment Management LLC
N/A—989-989-100%$349.9K———
Atlas Capital Advisors Inc.
N/A—987-987-100%$349.6K———
Marshall Financial Group, LLC
N/A—983-983-100%$348.0K———
Lifeworks Advisors, LLC
N/A—980-980-100%$347.2K———
One Wealth Advisors, LLC
N/A—978-978-100%$346.4K———
Odyssean, LLC
N/A—970-970-100%$343.6K———
KEB Asset Management, LLC
N/A—964-964-100%$341.6K———
Dark Forest Capital Management LP
N/A—955-955-100%$338.3K———
NorthRock Partners, LLC
N/A—953-953-100%$337.6K———
Auxier Asset Management LLC
N/A—952-952-100%$337.2K———
WealthTrust Axiom LLC
N/A—951-951-100%$336.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—950-950-100%$336.5K———
Crestmont Private Wealth LLC
N/A—934-934-100%$330.9K———
WealthCare Investment Partners, LLC
N/A—934-934-100%$330.9K———
Texas Capital Bank Wealth Management Services Inc
N/A—920-920-100%$325.9K———
E Fund Management Co., Ltd.
N/A—911-911-100%$322.7K———
Truepoint, Inc.
N/A—910-910-100%$322.3K———
Caitlin John, LLC
N/A—895-895-100%$317.0K———
Wellspring Financial Advisors, LLC
N/A—890-890-100%$315.0K———
Sharpepoint LLC
N/A—888-888-100%$314.6K———
White Pine Capital LLC
N/A—885-885-100%$313.5K———
Fort Sheridan Advisors LLC
N/A—879-879-100%$311.4K———
Clark Capital Management Group, Inc.
N/A—878-878-100%$310.8K———
Ameriflex Group, Inc.
N/A—873-873-100%$309.3K———
Atalanta Sosnoff Capital, LLC
N/A—872-872-100%$308.9K———
Beta Wealth Group, Inc.
N/A—866-866-100%$306.8K———
Beacon Investment Advisors LLC
N/A—864-864-100%$306.2K———
Cary Street Partners Investment Advisory LLC
N/A—863-863-100%$305.7K———
Paces Ferry Wealth Advisors, LLC
N/A—857-857-100%$303.6K———
Napier Financial, LLC
N/A—856-856-100%$303.2K———
Blalock Williams, LLC
N/A—853-853-100%$302.2K———
Heritage Wealth Advisors
N/A—849-849-100%$300.8K———
Bay Rivers Group
N/A—845-845-100%$299.3K———
Allred Capital Management, LLC
N/A—838-838-100%$296.7K———
Continuum Advisory, LLC
N/A—830-830-100%$294.1K———
Jacobs Levy Equity Management, Inc
N/A—827-827-100%$293.0K———
Van Diest Capital, LLC
N/A—819-819-100%$290.0K———
Pine Valley Investments Ltd Liability Co
N/A—818-818-100%$289.6K———
Maripau Wealth Management LLC
N/A—817-817-100%$289.5K———
Core Capital Management & Research, inc.
N/A—816-816-100%$313.8K———
Marex Group Ltd
N/A—815-815-100%$288.7K———
Clearstead Trust, LLC
N/A—815-815-100%$288.7K———
Pettyjohn, Wood & White, Inc
N/A—814-814-100%$288.4K———
Tradition Wealth Management, LLC
N/A—811-811-100%$287.3K———
Trinity Legacy Partners, LLC
N/A—806-806-100%$297.3K———
Acorn Creek Capital LLC
N/A—801-801-100%$283.6K———
Guardian Wealth Advisors, LLC / NC
N/A—801-801-100%$283.7K———
Flatrock Wealth Partners LLC
N/A—800-800-100%$283.3K———
Advisory Alpha, LLC
N/A—798-798-100%$283.0K———
HHM Wealth Advisors, LLC
N/A—797-797-100%$282.3K———
Muirfield Wealth Advisors LLC
N/A—792-792-100%$280.4K———
Heritage Trust Co
N/A—791-791-100%$280.2K———
Integrated Investment Consultants, LLC
N/A—790-790-100%$279.8K———
Elite Life Management LLC
N/A—787-787-100%$302.3K———
Hardy Reed LLC
N/A—785-785-100%$278.1K———
PAX Financial Group, LLC
N/A—783-783-100%$277.4K———
West Michigan Advisors, LLC
N/A—780-780-100%$276.4K———
Daner Wealth Management, LLC
N/A—774-774-100%$304.2K———
STG Securities, LLC
N/A—774-774-100%$274.2K———
Fukoku Mutual Life Insurance Co
N/A—771-771-100%$273.1K———
Boston Research & Management Inc
N/A—770-770-100%$272.8K———
Cascade Financial Partners, LLC
N/A—769-769-100%$272.4K———
Arcus Capital Partners, LLC
N/A—767-767-100%$271.7K———
Austin Wealth Management, LLC
N/A—766-766-100%$282.3K———
LGT Group Foundation
N/A—763-763-100%$270.3K———
CCG Wealth Management, LLC
N/A—763-763-100%$270.3K———
Horizon Bancorp Inc
N/A—759-759-100%$269.0K———
Brady Martz Wealth Solutions, LLC
N/A—756-756-100%$267.7K———
Zhang Financial LLC
N/A—752-752-100%$266.5K———
Calydon Capital
N/A—749-749-100%$265.4K———
Measured Wealth Private Client Group, LLC
N/A—745-745-100%$263.9K———
Barnes Wealth Management Group, Inc
N/A—744-744-100%$263.6K———
Jefferies Financial Group Inc.
N/A—736-736-100%$260.7K———
FDx Advisors, Inc.
N/A—733-733-100%$260.0K———
Star Financial Bank
N/A—733-733-100%$259.7K———
Claris Advisors, LLC / MO /
N/A—723-723-100%$256.1K———
Fieldview Capital Management, LLC
N/A—716-716-100%$253.6K———
Mosaic Financial Group, LLC
N/A—713-713-100%$253.0K———
Capula Management Ltd
N/A—713-713-100%$252.6K———
Cozad Asset Management Inc
N/A—709-709-100%$251.2K———
SVB Wealth LLC
N/A—702-702-100%$248.7K———
CM Wealth Advisors LLC
N/A—702-702-100%$248.7K———
Clarion Wealth Managment Partners, LLC
N/A—701-701-100%$248.4K———
Prepared Retirement Institute LLC
N/A—700-700-100%$248.0K———
Meramec Financial Planners, LLC
N/A—700-700-100%$272.5K———
McLean Asset Management Corp
N/A—698-698-100%$267.6K———
Smith, Moore & Co.
N/A—697-697-100%$246.8K———
Innovative Asset Advisors Group, LLC
N/A—697-697-100%$246.8K———
Ariadne Wealth Management, LP
N/A—695-695-100%$246.2K———
Joule Financial, LLC
N/A—695-695-100%$246.2K———
Cyber Hornet ETFs LLC
N/A—691-691-100%$244.8K———
Wealth Management Associates, Inc.
N/A—688-688-100%$243.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—687-687-100%$243.3K———
DV Trading LLC
N/A—680-680-100%$240.9K———
Marble Harbor Investment Counsel, LLC
N/A—675-675-100%$239.1K———
McGowan Group Asset Management, Inc.
N/A—672-672-100%$238.0K———
Swiss RE LTD
N/A—670-670-100%$237.3K———
Johnson Financial Group, Inc.
N/A—667-667-100%$236.3K———
Evernest Financial Advisors, LLC
N/A—667-667-100%$236.3K———
BSW Wealth Partners
N/A—664-664-100%$235.2K———
Centiva Capital, LP
N/A—660-660-100%$233.8K———
Athena Investment Management
N/A—656-656-100%$232.4K———
Klingenstein Fields & Co LP
N/A—654-654-100%$231.7K———
Carson Advisory Inc.
N/A—652-652-100%$231.1K———
Investment Advisory Group, LLC
N/A—648-648-100%$229.5K———
Greenline Wealth Management LLC
N/A—639-639-100%$226.2K———
Northstar Group, Inc.
N/A—639-639-100%$226.4K———
Baron Silver Stevens Financial Advisors, LLC
N/A—633-633-100%$224.2K———
Meridian Wealth Advisors, LLC
N/A—630-630-100%$223.2K———
Sfmg, LLC
N/A—630-630-100%$223.2K———
Harvest Investment Services, LLC
N/A—629-629-100%$222.7K———
Mayflower Financial Advisors, LLC
N/A—628-628-100%$222.5K———
OneAscent Family Office, LLC
N/A—627-627-100%$222.2K———
King Wealth Management Group
N/A—626-626-100%$222.0K———
CCM Investment Advisers LLC
N/A—625-625-100%$221.4K———
Schnieders Capital Management, Llc.
N/A—624-624-100%$221.0K———
Edgestream Partners, L.P.
N/A—623-623-100%$220.7K———
NCM Capital Management, LLC
N/A—622-622-100%$220.3K———
Southeast Asset Advisors, LLC
N/A—619-619-100%$219.3K———
Insight 2811, Inc.
N/A—617-617-100%$218.6K———
Claret Asset Management Corp
N/A—617-617-100%$219.0K———
Fielder Capital Group LLC
N/A—611-611-100%$216.4K———
Shufro Rose & Co LLC
N/A—610-610-100%$216.1K———
Sand Hill Global Advisors, LLC
N/A—608-608-100%$215.4K———
Kavar Capital Partners Group, LLC
N/A—608-608-100%$215.4K———
Royal Capital Wealth Management, LLC
N/A—607-607-100%$215.0K———
Patron Partners, LLC
N/A—604-604-100%$213.8K———
Thompson Siegel & Walmsley LLC
N/A—602-602-100%$213.0K———
Kiker Wealth Management, LLC
N/A—600-600-100%$212.5K———
Cardiff Park Advisors, LLC
N/A—600-600-100%$212.5K———
First National Bank & Trust Co of Newtown
N/A—598-598-100%$229.3K———
MJP Associates Inc
N/A—597-597-100%$211.4K———
GenTrust, LLC
N/A—586-586-100%$207.6K———
Purkiss Capital Advisors LLC
N/A—583-583-100%$206.5K———
Townsquare Capital LLC
N/A—580-580-100%$205.5K———
Strategic Wealth Partners, Ltd.
N/A—577-577-100%$204.3K———
Pioneer Trust Bank N A
N/A—576-576-100%$204.0K———
Horizon Family Wealth, Inc.
N/A—573-573-100%$203.1K———
Aberdeen Wealth Management LLC
N/A—565-565-100%$200.1K———
Caldwell Sutter Capital, Inc.
N/A—562-562-100%$199.1K———
Glen Eagle Advisors, LLC
N/A—547-547-100%$193.8K———
Institute for Wealth Management, Llc.
N/A—547-547-100%$193.9K———
Tribridge Partners Financial LLC
N/A—517-517-100%$201.2K———
Vanguard National Trust Co
N/A—508-508-100%$180.0K———
Vision Retirement, LLC
N/A—504-504-100%$178.4K———
Synergy Investment Management, LLC
N/A—488-488-100%$173.6K———
Motco
N/A—480-480-100%$170.0K———
ST Germain D J Co Inc
N/A—473-473-100%$167.6K———
Quent Capital, LLC
N/A—469-469-100%$166.2K———
MidFirst Bank
N/A—442-442-100%$156.6K———
Estabrook Capital Management
N/A—442-442-100%$156.6K———
Basecamp Wealth Advisors LLC
N/A—438-438-100%$155.2K———
Steigerwald, Gordon & Koch Inc.
N/A—431-431-100%$152.7K———
Twin Tree Management, LP
N/A—430-430-100%$152.3K———
Zions Bancorporation, National Association
N/A—419-419-100%$148.4K———
Virtus Advisers, LLC
N/A—408-408-100%$144.5K———
EFG International AG
N/A—365-365-100%$129.3K———
Strategic Investment Advisors / MI
N/A—363-363-100%$128.5K———
Medallion Wealth Advisors, LLC
N/A—361-361-100%$127.9K———
Nalls Sherbakoff Group, LLC
N/A—355-355-100%$125.8K———
Orion Capital Management LLC
N/A—336-336-100%$119.0K———
Atlantic Private Wealth, LLC
N/A—336-336-100%$119.1K———
Godfrey Financial Associates, Inc.
N/A—331-331-100%$117.3K———
Evelyn Partners Group Ltd
N/A—321-321-100%$113.7K———
Dunhill Financial, LLC
N/A—320-320-100%$113.6K———
Bayban
N/A—304-304-100%$107.7K———
Lavaca Capital LLC
N/A—294-294-100%$104.1K———
Bruce G. Allen Investments, LLC
N/A—288-288-100%$102.0K———
BankPlus Trust Department
N/A—284-284-100%$100.6K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—280-280-100%$99.2K———
Truvestments Capital LLC
N/A—277-277-100%$98.0K———
Silvant Capital Management LLC
N/A—274-274-100%$97.1K———
Prosperity Bancshares Inc
N/A—269-269-100%$95.3K———
Crews Bank & Trust
N/A—266-266-100%$94.2K———
Smithfield Trust Co
N/A—263-263-100%$92———
Osterweis Capital Management Inc
N/A—262-262-100%$92.8K———
Allied Private Wealth LLC
N/A—260-260-100%$97.6K———
USA Financial Formulas
N/A—232-232-100%$82.2K———
Keating Financial Advisory Services, Inc.
N/A—217-217-100%$76.9K———
Sittner & Nelson, LLC
N/A—217-217-100%$76.9K———
Riverview Trust Co
N/A—217-217-100%$76.9K———
Obsidian CIO, LLC
N/A—210-210-100%$74.4K———
Ankerstar Wealth, LLC
N/A—186-186-100%$66.2K———
New England Asset Management Inc
N/A—185-185-100%$65.5K———
Cetera Trust Company, N.a
N/A—184-184-100%$65.2K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—183-183-100%$64.8K———
Field & Main Bank
N/A—175-175-100%$62.0K———
Addison Advisors LLC
N/A—174-174-100%$61.6K———
Strategic Wealth Advisors LLC
N/A—160-160-100%$53———
Fiduciary Financial Advisors
N/A—159-159-100%$54.2K———
GW&K Investment Management, LLC
N/A—151-151-100%$53.0K———
Core Alternative Capital
N/A—150-150-100%$53.1K———
Coston, McIsaac & Partners
N/A—145-145-100%$51.0K———
Optiver Holding B.V.
N/A—140-140-100%$49.6K———
Loomis Sayles & Co L P
N/A—138-138-100%$48.9K———
Bollard Group LLC
N/A—137-137-100%$48———
IMA Advisory Services, Inc.
N/A—134-134-100%$47.5K———
Winch Advisory Services, LLC
N/A—130-130-100%$46.0K———
Westfuller Advisors, LLC
N/A—122-122-100%$43.2K———
Seneschal Advisors, LLC
N/A—121-121-100%$42.9K———
Ogorek Anthony Joseph
N/A—121-121-100%$43.0K———
Abound Financial, LLC
N/A—117-117-100%$41.4K———
Tripletail Wealth Management, LLC
N/A—109-109-100%$40.7K———
Millstone Evans Group, LLC
N/A—107-107-100%$37.9K———
Copos Capital B.V.
N/A—104-104-100%$36.8K———
Merrithew & Thorsten Inc
N/A—101-101-100%$36.0K———
Darwin Wealth Management, LLC
N/A—99-99-100%$35.4K———
First Eagle Investment Management, LLC
N/A—97-97-100%$34.4K———
Financial Life Planners
N/A—97-97-100%$34.4K———
JPL Wealth Management, LLC
N/A—89-89-100%$31.5K———
Rialto Wealth Management, LLC
N/A—88-88-100%$31.2K———
Kemnay Advisory Services Inc.
N/A—86-86-100%$30.5K———
William B. Walkup & Associates, Inc.
N/A—84-84-100%$29.8K———
Wellington-Altus USA Inc.
N/A—80-80-100%$27.5K———
Dogwood Wealth Management LLC
N/A—75-75-100%$26.6K———
Manning & Napier Advisors LLC
N/A—74-74-100%$26.2K———
Consultiva Wealth Management, Corp.
N/A—73-73-100%$25.9K———
Nova Wealth Management, Inc.
N/A—67-67-100%$23.7K———
Harvest Fund Management Co., Ltd
N/A—66-66-100%$23———
TD Capital Management LLC
N/A—66-66-100%$23.5K———
Kerr Financial Planning Corp
N/A—65-65-100%$22.8K———
Copia Wealth Management
N/A—63-63-100%$22.3K———
Crewe Advisors LLC
N/A—61-61-100%$21.6K———
Delos Wealth Advisors, LLC
N/A—60-60-100%$21.3K———
Tacita Capital Inc
N/A—60-60-100%$21.3K———
SOA Wealth Advisors, Llc.
N/A—59-59-100%$20.9K———
Bank of the Bluegrass & Trust Co.
N/A—58-58-100%$19.2K———
Tiaa Trust, National Association
N/A—52-52-100%$18.4K———
NCP Inc.
N/A—48-48-100%$17.0K———
Bellevue Asset Management, LLC
N/A—47-47-100%$17.0K———
Osbon Capital Management LLC
N/A—45-45-100%$15.9K———
ESL Trust Services, LLC
N/A—44-44-100%$15.6K———
Mpwm Advisory Solutions, LLC
N/A—44-44-100%$15.6K———
Colonial Trust Advisors
N/A—42-42-100%$14.9K———
10Elms LLP
N/A—41-41-100%$14.5K———
Kilter Group LLC
N/A—40-40-100%$14.2K———
Wiser Advisor Group LLC
N/A—33-33-100%$11.7K———
Miller Capital Partners, Inc.
N/A—29-29-100%$10.3K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—29-29-100%$10.3K———
Swan Capital LLC
N/A—28-28-100%$9.9K———
Marshall Investment Management, LLC
N/A—26-26-100%$9.2K———
BOK Financial Private Wealth, Inc.
N/A—26-26-100%$9.2K———
Strive Financial Group,LLC
N/A—24-24-100%$8.5K———
Cornerstone Financial Management LLC
N/A—24-24-100%$8.5K———
Investors Portfolio Services LLC
N/A—23-23-100%$8.1K———
1 North Wealth Services LLC
N/A—20-20-100%$7.1K———
Valued Wealth Advisors LLC
N/A—20-20-100%$7.1K———
Groupe la Francaise
N/A—20-20-100%$6.5K———
Security National Bank of SO DAK
N/A—19-19-100%$6.7K———
Elequin Capital, LP
N/A—18-18-100%$6.4K———
Collier Financial
N/A—16-16-100%$5.7K———
Luminist Capital LLC
N/A—15-15-100%$5.3K———
Fortis Group Advisors, LLC
N/A—14-14-100%$5.0K———
Roble, Belko & Company, Inc
N/A—14-14-100%$5.0K———
Longfellow Investment Management Co LLC
N/A—14-14-100%$5.0K———
Raffa Wealth Management, LLC
N/A—13-13-100%$4.6K———
Strategic Investment Solutions, Inc.
N/A—13-13-100%$4.6K———
Westend Capital Management, LLC
N/A—13-13-100%$4.6K———
Financial Gravity Companies, Inc.
N/A—11-11-100%$3.9K———
Parvin Asset Management, LLC
N/A—10-10-100%$3.5K———
MRP Capital Investments, LLC
N/A—10-10-100%$3.5K———
HFM Investment Advisors, LLC
N/A—10-10-100%$3.5K———
Front Row Advisors LLC
N/A—10-10-100%$3.9K———
Alerus Financial NA
N/A—9-9-100%$3.2K———
Operose Advisors LLC
N/A—9-9-100%$3.2K———
Quarry LP
N/A—7-7-100%$2.5K———
Investment Counsel Co of Nevada
N/A—6-6-100%$2.1K———
WealthCollab, LLC
N/A—6-6-100%$2.1K———
Hollencrest Capital Management
N/A—6-6-100%$2.1K———
1015 Capital Partners, LLC
N/A—5-5-100%$1.8K———
Oakmont Advisory Group, LLC
N/A—4-4-100%$1.4K———
IAG Wealth Partners, LLC
N/A—3-3-100%$1.1K———
N.E.W. Advisory Services LLC
N/A—2-2-100%$708———
Mcguire Capital Advisors Inc
N/A—2-2-100%$744———
Peak6 LLC
N/A—1-1-100%$514———
Showing 2298 of 2298 institutions