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General Electric (GE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares5,495,647 from 5,630,581
Change-134,934 (-2%)
Value$1.7B (-$388.1M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares4,229,258 from 3,923,619
Change+305,639 (+8%)
Value$1.3B (-$145.5M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,686,317 from 2,548,756
Change+137,561 (+5%)
Value$838.9M (-$113.6M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,161,861 from 2,235,655
Change-73,794 (-3%)
Value$675.1M (-$160.4M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares2,009,843 from 1,911,743
Change+98,100 (+5%)
Value$627.7M (-$86.8M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares1,447,603 from 2,047,839
Change-600,236 (-29%)
Value$452.1M (-$313.3M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,428,384 from 1,393,156
Change+35,228 (+3%)
Value$447.1M (-$73.7M)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
INCREASED
Shares923,435 from 508,277
Change+415,158 (+82%)
Value$293.3K (+$149.6K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED
Shares786,837 from 837,997
Change-51,160 (-6%)
Value$245.8M (-$68.4M)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares749,041 from 842,863
Change-93,822 (-11%)
Value$233.9M (-$81.1M)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares743,920 from 780,224
Change-36,304 (-5%)
Value$232.3M (-$59.3M)
Filed 2026-10-22
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares650,431 from 651,524
Change-1,093 (0%)
Value$203.1M (-$40.4M)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED
Shares614,034 from 478,755
Change+135,279 (+28%)
Value$191.8M (+$12.8M)
Filed 2026-10-20
Temasek Holdings (Private) Ltd
INCREASED
Shares609,375 from 605,033
Change+4,342 (+1%)
Value$190.3M (-$35.8M)
Filed 2026-10-28
Pictet Asset Management Holding SA
INCREASED
Shares597,636 from 531,763
Change+65,873 (+12%)
Value$186.6M (-$12.1M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares592,177 from 608,159
Change-15,982 (-3%)
Value$184.9M (-$42.4M)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares588,434 from 561,182
Change+27,252 (+5%)
Value$183.8M (-$26.0M)
Filed 2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares576,076 from 569,610
Change+6,466 (+1%)
Value$179.9M (-$33.0M)
Filed 2026-10-30
Swedbank AB
DECREASED
Shares557,431 from 563,356
Change-5,925 (-1%)
Value$174.1M (-$36.5M)
Filed 2026-10-27
Asset Management One Co., Ltd.
INCREASED
Shares544,339 from 539,411
Change+4,928 (+1%)
Value$170.0M (-$31.6M)
Filed 2026-10-27
Retirement Systems of Alabama
DECREASED
Shares524,069 from 525,666
Change-1,597 (0%)
Value$163.7M (-$32.8M)
Filed 2026-11-04
AMF Tjanstepension AB
DECREASED
Shares431,402 from 439,350
Change-7,948 (-2%)
Value$134.7M (-$29.5M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares423,841 from 418,784
Change+5,057 (+1%)
Value$127.4M (-$20.8M)
Filed 2026-10-13
Swiss Life Asset Management Ltd
DECREASED
Shares413,643 from 465,353
Change-51,710 (-11%)
Value$129.2M (-$44.7M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares413,412 from 448,905
Change-35,493 (-8%)
Value$129.3M (-$39.1M)
Filed 2026-10-16
Strs Ohio
DECREASED
Shares404,478 from 423,618
Change-19,140 (-5%)
Value$126.3M (-$32.0M)
Filed 2026-10-30
Creative Planning
INCREASED
Shares376,725 from 360,728
Change+15,997 (+4%)
Value$117.6M (-$17.2M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares351,935 from 371,949
Change-20,014 (-5%)
Value$109.9M (-$29.1M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares343,422 from 310,461
Change+32,961 (+11%)
Value$107.2M (-$8.8M)
Filed 2026-11-03
State of New Jersey Common Pension Fund D
DECREASED
Shares335,249 from 337,905
Change-2,656 (-1%)
Value$104.7M (-$21.6M)
Filed 2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares332,963 from 364,204
Change-31,241 (-9%)
Value$104.0M (-$32.1M)
Filed 2026-10-15
Czech National Bank
INCREASED
Shares298,117 from 296,974
Change+1,143 (+0%)
Value$93.1M (-$17.9M)
Filed 2026-10-13
Xponance LLC
INCREASED
Shares295,246 from 282,483
Change+12,763 (+5%)
Value$92.2M (-$13.4M)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares295,190 from 294,606
Change+584 (+0%)
Value$92.2M (-$17.9M)
Filed 2026-11-05
Arizona State Retirement System
INCREASED
Shares290,139 from 289,920
Change+219 (+0%)
Value$90.6M (-$17.7M)
Filed 2026-11-03
KBC Group NV
DECREASED
Shares285,979 from 338,281
Change-52,302 (-15%)
Value$89.3M (-$37.1M)
Filed 2026-10-22
Douglas Lane & Associates, LLC
DECREASED
Shares285,448 from 347,003
Change-61,555 (-18%)
Value$89.1M (-$40.5M)
Filed 2026-10-09
Calamos Advisors LLC
INCREASED
Shares281,436 from 277,306
Change+4,130 (+1%)
Value$87.9M (-$15.7M)
Filed 2026-11-02
Bahl & Gaynor LLC
INCREASED
Shares262,215 from 190,783
Change+71,432 (+37%)
Value$81.9M (+$10.6M)
Filed 2026-11-05
State of Michigan Retirement System
DECREASED
Shares260,661 from 267,161
Change-6,500 (-2%)
Value$81.4M (-$18.4M)
Filed 2026-10-27
CIBC Asset Management Inc
INCREASED
Shares259,207 from 256,111
Change+3,096 (+1%)
Value$80.9M (-$14.8M)
Filed 2026-11-05
Daiwa Securities Group Inc.
INCREASED
Shares256,161 from 226,836
Change+29,325 (+13%)
Value$80.0M (-$4.8M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares252,973 from 246,927
Change+6,046 (+2%)
Value$79.0M (-$13.3M)
Filed 2026-10-30
Henshaw Capital LLC
UNCHANGED
Shares248,000 from 248,000
Change0 (0%)
Value$77.4M (-$15.2M)
Filed 2026-11-03
IFM Investors Pty Ltd
INCREASED
Shares246,479 from 240,839
Change+5,640 (+2%)
Value$77.0M (-$13.0M)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares245,262 from 220,479
Change+24,783 (+11%)
Value$76.6M (-$5.8M)
Filed 2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares229,233 from 230,444
Change-1,211 (-1%)
Value$71.6M (-$14.5M)
Filed 2026-11-03
Grandfield & Dodd, LLC
DECREASED
Shares222,828 from 227,496
Change-4,668 (-2%)
Value$69.6M (-$15.4M)
Filed 2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares219,336 from 223,915
Change-4,579 (-2%)
Value$68.5M (-$15.2M)
Filed 2026-10-19
Nisa Investment Advisors, LLC
DECREASED
Shares208,751 from 212,368
Change-3,617 (-2%)
Value$65.2M (-$14.2M)
Filed 2026-10-20
Amalgamated Bank
DECREASED
Shares208,342 from 213,374
Change-5,032 (-2%)
Value$65.1M (-$14.7M)
Filed 2026-10-23
Virginia Retirement Systems ET Al
DECREASED
Shares204,500 from 216,580
Change-12,080 (-6%)
Value$63.9M (-$17.1M)
Filed 2026-10-28
Vontobel Holding Ltd.
DECREASED
Shares201,770 from 379,594
Change-177,824 (-47%)
Value$63.0M (-$78.9M)
Filed 2026-10-16
Vest Financial, LLC
DECREASED
Shares198,487 from 237,404
Change-38,917 (-16%)
Value$62.0M (-$26.7M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares193,280 from 196,516
Change-3,236 (-2%)
Value$60.4M (-$13.1M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares193,108 from 170,531
Change+22,577 (+13%)
Value$60.3M (-$3.4M)
Filed 2026-11-04
Milestones Administradora de Recursos Ltda.
INCREASED
Shares188,457 from 168,857
Change+19,600 (+12%)
Value$58.9M (-$4.3M)
Filed 2026-10-21
Rakuten Investment Management, Inc.
INCREASED
Shares186,231 from 170,735
Change+15,496 (+9%)
Value$59.2M (-$4.6M)
Filed 2026-10-30
Certuity, LLC
DECREASED
Shares186,034 from 186,037
Change-3 (0%)
Value$58.1M (-$11.4M)
Filed 2026-11-02
Aegon Asset Management UK PLC
DECREASED
Shares163,339 from 173,847
Change-10,508 (-6%)
Value$51.0M (-$14.0M)
Filed 2026-11-04
ProShare Advisors LLC
INCREASED
Shares162,166 from 161,050
Change+1,116 (+1%)
Value$50.6M (-$9.5M)
Filed 2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares158,777 from 154,344
Change+4,433 (+3%)
Value$49.6M (-$8.1M)
Filed 2026-10-20
Candriam S.C.A.
INCREASED
Shares157,296 from 145,205
Change+12,091 (+8%)
Value$49.3M (-$4.9M)
Filed 2026-11-03
OP Asset Management Ltd
INCREASED
Shares156,750 from 116,362
Change+40,388 (+35%)
Value$49.0M (+$5.5M)
Filed 2026-11-05
Meyer Handelman Co
DECREASED
Shares156,323 from 157,402
Change-1,079 (-1%)
Value$48.8M (-$10.0M)
Filed 2026-10-28
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares153,487 from 141,618
Change+11,869 (+8%)
Value$47.9M (-$5.0M)
Filed 2026-10-29
Sather Financial Group Inc
DECREASED
Shares150,623 from 151,541
Change-918 (-1%)
Value$47.0M (-$9.6M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares148,089 from 132,695
Change+15,394 (+12%)
Value$46.2M (-$3.3M)
Filed 2026-11-04
Keybank National Association
INCREASED
Shares145,590 from 133,275
Change+12,315 (+9%)
Value$45.5M (-$4.3M)
Filed 2026-11-04
New York Life Investment Management LLC
DECREASED
Shares144,276 from 155,224
Change-10,948 (-7%)
Value$45.1M (-$13.0M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares135,326 from 110,822
Change+24,504 (+22%)
Value$42.3M (+$843.6K)
Filed 2026-11-02
Granite Investment Partners, LLC
INCREASED
Shares130,517 from 125,387
Change+5,130 (+4%)
Value$40.8M (-$6.1M)
Filed 2026-11-04
UniSuper Management Pty Ltd
INCREASED
Shares129,223 from 113,583
Change+15,640 (+14%)
Value$40.4M (-$2.1M)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
DECREASED
Shares127,544 from 128,232
Change-688 (-1%)
Value$39.8M (-$8.1M)
Filed 2026-10-30
Factory Mutual Insurance Co
DECREASED
Shares121,967 from 132,217
Change-10,250 (-8%)
Value$38.1M (-$11.3M)
Filed 2026-10-30
Achmea Investment Management B.V.
DECREASED
Shares117,061 from 120,374
Change-3,313 (-3%)
Value$36.6M (-$8.4M)
Filed 2026-10-30
Mutual of America Capital Management LLC
DECREASED
Shares116,319 from 117,789
Change-1,470 (-1%)
Value$36.3M (-$7.7M)
Filed 2026-10-23
Cullen T Bankers, Inc.
INCREASED
Shares114,815 from 113,470
Change+1,345 (+1%)
Value$35.9M (-$6.6M)
Filed 2026-10-28
Imc-Chicago, LLC
NEW
Shares109,745
Change+109,745
Value$34.3M
Filed 2026-11-05
Yousif Capital Management, LLC
DECREASED
Shares108,754 from 110,432
Change-1,678 (-2%)
Value$34.0M (-$7.3M)
Filed 2026-10-22
Americana Partners, LLC
DECREASED
Shares106,311 from 124,233
Change-17,922 (-14%)
Value$33.2M (-$13.2M)
Filed 2026-10-28
Generali Asset Management SPA SGR
INCREASED
Shares101,833 from 96,015
Change+5,818 (+6%)
Value$31.8M (-$4.1M)
Filed 2026-10-26
J. L. Bainbridge & Co., Inc.
DECREASED
Shares100,754 from 101,784
Change-1,030 (-1%)
Value$31.5M (-$6.6M)
Filed 2026-10-20
CapWealth Advisors, LLC
DECREASED
Shares99,300 from 100,576
Change-1,276 (-1%)
Value$31.0M (-$6.6M)
Filed 2026-10-05
State of Alaska, Department of Revenue
DECREASED
Shares98,286 from 102,228
Change-3,942 (-4%)
Value$30.7M (-$7.5M)
Filed 2026-10-15
iA Global Asset Management Inc.
DECREASED
Shares97,208 from 139,808
Change-42,600 (-30%)
Value$30.4M (-$21.9M)
Filed 2026-10-29
Fort Washington Investment Advisors Inc
DECREASED
Shares93,024 from 93,030
Change-6 (0%)
Value$29.1M (-$5.7M)
Filed 2026-10-15
Auto-Owners Insurance Co
DECREASED
Shares89,536 from 121,548
Change-32,012 (-26%)
Value$28.0M (-$17.5M)
Filed 2026-10-15
Tempus Wealth Planning, LLC
DECREASED
Shares87,824 from 87,866
Change-42 (0%)
Value$27.4M (-$5.4M)
Filed 2026-10-14
Maple Capital Management, Inc.
DECREASED
Shares87,420 from 88,393
Change-973 (-1%)
Value$27.3M (-$5.7M)
Filed 2026-11-02
ABN Amro Investment Solutions
INCREASED
Shares84,566 from 65,781
Change+18,785 (+29%)
Value$26.4M (+$1.8M)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares82,947 from 82,680
Change+267 (+0%)
Value$25.9M (-$5.0M)
Filed 2026-10-23
Gulf International Bank (UK) Ltd
UNCHANGED
Shares81,838 from 81,838
Change0 (0%)
Value$25.6M (-$5.0M)
Filed 2026-10-20
Perpetual Ltd
DECREASED
Shares81,476 from 84,181
Change-2,705 (-3%)
Value$25.4M (-$6.0M)
Filed 2026-10-13
Vestor Capital, LLC
INCREASED
Shares79,780 from 69,169
Change+10,611 (+15%)
Value$28.7K (+$24.8K)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares76,847 from 72,943
Change+3,904 (+5%)
Value$24.0M (-$3.3M)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED
Shares71,439 from 82,627
Change-11,188 (-14%)
Value$22.3M (-$8.6M)
Filed 2026-10-08
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares68,383 from 67,368
Change+1,015 (+2%)
Value$21.4M (-$3.8M)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares68,258 from 68,606
Change-348 (-1%)
Value$21.3M (-$4.3M)
Filed 2026-10-26
Neville Rodie & Shaw Inc
DECREASED
Shares66,688 from 77,413
Change-10,725 (-14%)
Value$20.8K (-$8.1K)
Filed 2026-10-05
Concurrent Investment Advisors, LLC
INCREASED
Shares65,228 from 56,405
Change+8,823 (+16%)
Value$20.1M (-$663.9K)
Filed 2026-10-16
Maryland State Retirement & Pension System
INCREASED
Shares63,218 from 55,652
Change+7,566 (+14%)
Value$19.7M (-$1.1M)
Filed 2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares62,846 from 67,914
Change-5,068 (-7%)
Value$19.6M (-$5.8M)
Filed 2026-10-22
Cookson Peirce & Co Inc
INCREASED
Shares62,559 from 58,353
Change+4,206 (+7%)
Value$19.5M (-$2.3M)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares61,588 from 55,722
Change+5,866 (+11%)
Value$19.2M (-$1.6M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares61,077 from 51,314
Change+9,763 (+19%)
Value$19.1M (-$103.7K)
Filed 2026-10-29
Tctc Holdings, LLC
INCREASED
Shares60,151 from 60,101
Change+50 (+0%)
Value$18.8M (-$3.7M)
Filed 2026-11-02
Payden & Rygel
DECREASED
Shares59,825 from 60,125
Change-300 (0%)
Value$18.7M (-$3.8M)
Filed 2026-10-28
AM Investment Strategies LLC
DECREASED
Shares58,559 from 58,570
Change-11 (0%)
Value$18.3M (+$18.3M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares56,446 from 55,771
Change+675 (+1%)
Value$17.6M (-$3.2M)
Filed 2026-10-20
Inspire Investing, LLC
INCREASED
Shares56,018 from 15
Change+56,003 (+373353%)
Value$17.5M (+$17.5M)
Filed 2026-10-22
Hartford Investment Management Co
DECREASED
Shares55,563 from 57,680
Change-2,117 (-4%)
Value$17.4M (-$4.2M)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares55,128 from 48,974
Change+6,154 (+13%)
Value$17.2M (-$1.1M)
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares54,687 from 54,379
Change+308 (+1%)
Value$17.1M (-$3.2M)
Filed 2026-10-20
Cynosure Group, LLC
DECREASED
Shares54,180 from 54,182
Change-2 (0%)
Value$16.9M (-$3.3M)
Filed 2026-11-03
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares53,875 from 53,875
Change0 (0%)
Value$16.8M (-$3.3M)
Filed 2026-10-30
AIA Group Ltd
DECREASED
Shares53,800 from 59,035
Change-5,235 (-9%)
Value$16.8M (-$5.3M)
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares53,181 from 37,618
Change+15,563 (+41%)
Value$16.1M (+$2.0M)
Filed 2026-11-04
Albion Financial Group
INCREASED
Shares53,137 from 53,088
Change+49 (+0%)
Value$16.6M (-$3.2M)
Filed 2026-10-21
American Assets Investment Management, LLC
UNCHANGED
Shares52,500 from 52,500
Change0 (0%)
Value$16.4M (-$3.2M)
Filed 2026-10-30
New Mexico Educational Retirement Board
UNCHANGED
Shares52,077 from 52,077
Change0 (0%)
Value$16.3M (-$3.2M)
Filed 2026-11-05
Archon Partners LLC
INCREASED
Shares52,000 from 47,000
Change+5,000 (+11%)
Value$16.2M (-$1.3M)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares51,830 from 52,727
Change-897 (-2%)
Value$16.2M (-$3.5M)
Filed 2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares51,365 from 45,970
Change+5,395 (+12%)
Value$16.0M (-$1.1M)
Filed 2026-10-26
Cadinha & Co LLC
INCREASED
Shares51,233 from 51,226
Change+7 (+0%)
Value$16.0M (-$3.1M)
Filed 2026-10-22
Gunderson Capital Management LLC
INCREASED
Shares51,203 from 26,243
Change+24,960 (+95%)
Value$16.0M (+$6.2M)
Filed 2026-10-15
Louisiana State Employees Retirement System
DECREASED
Shares51,000 from 53,300
Change-2,300 (-4%)
Value$15.9M (-$4.0M)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares50,446 from 42,701
Change+7,745 (+18%)
Value$15.8M (-$205.3K)
Filed 2026-10-23
M&G Plc
DECREASED
Shares49,643 from 53,318
Change-3,675 (-7%)
Value$15.5M (-$4.5M)
Filed 2026-11-04
D.A. Davidson & Co.
DECREASED
Shares48,062 from 50,712
Change-2,650 (-5%)
Value$15.0M (-$3.9M)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares47,968 from 32,742
Change+15,226 (+47%)
Value$15.0M (+$2.7M)
Filed 2026-10-14
Meiji Yasuda America Inc
INCREASED
Shares47,729 from 38,887
Change+8,842 (+23%)
Value$14.9M (+$372.1K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares47,142 from 51,007
Change-3,865 (-8%)
Value$14.7M (-$4.3M)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares46,965 from 43,819
Change+3,146 (+7%)
Value$14.7M (-$1.7M)
Filed 2026-11-05
Florida Trust Wealth Management Co
INCREASED
Shares46,795 from 45,659
Change+1,136 (+2%)
Value$14.6M (-$2.5M)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
DECREASED
Shares44,098 from 46,627
Change-2,529 (-5%)
Value$13.8M (-$3.7M)
Filed 2026-10-21
Welch & Forbes LLC
DECREASED
Shares44,075 from 44,138
Change-63 (0%)
Value$13.8M (-$2.7M)
Filed 2026-11-04
Union Bancaire Privee, UBP SA
DECREASED
Shares44,007 from 44,128
Change-121 (0%)
Value$19.7M (-$4.5M)
Filed 2026-11-04
Wesbanco Bank Inc
DECREASED
Shares43,193 from 46,774
Change-3,581 (-8%)
Value$13.5M (-$4.0M)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares43,115 from 37,058
Change+6,057 (+16%)
Value$13.5M (-$385.5K)
Filed 2026-10-08
Petredis Investment Advisors LLC
DECREASED
Shares42,651 from 42,677
Change-26 (0%)
Value$13.3M (-$2.6M)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares42,580 from 39,427
Change+3,153 (+8%)
Value$13.3M (-$1.4M)
Filed 2026-10-15
Baxter Bros Inc
UNCHANGED
Shares42,532 from 42,532
Change0 (0%)
Value$13.3M (-$2.6M)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
INCREASED
Shares41,889 from 41,405
Change+484 (+1%)
Value$13.1M (-$2.4M)
Filed 2026-10-22
Oppenheimer Asset Management Inc.
DECREASED
Shares41,813 from 43,984
Change-2,171 (-5%)
Value$13.1M (-$3.4M)
Filed 2026-10-27
CX Institutional
INCREASED
Shares41,798 from 11,483
Change+30,315 (+264%)
Value$13.1K (+$8.8K)
Filed 2026-10-02
Sapient Capital LLC
DECREASED
Shares41,650 from 41,960
Change-310 (-1%)
Value$13.0M (-$2.7M)
Filed 2026-10-08
Tokio Marine Asset Management Co LTD
INCREASED
Shares40,459 from 39,080
Change+1,379 (+4%)
Value$12.6M (-$2.0M)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares40,388 from 40,278
Change+110 (+0%)
Value$12.6M (-$2.4M)
Filed 2026-10-28
Fishman JAY A LTD
DECREASED
Shares40,262 from 40,287
Change-25 (0%)
Value$12.6M (-$2.5M)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
INCREASED
Shares39,244 from 38,902
Change+342 (+1%)
Value$12.3M (-$2.3M)
Filed 2026-11-04
Anderson Hoagland & Co
DECREASED
Shares38,234 from 38,407
Change-173 (0%)
Value$11.2M (-$3.1M)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED
Shares37,896 from 32,601
Change+5,295 (+16%)
Value$11.8M (-$349.4K)
Filed 2026-11-05
Teamwork Financial Advisors, LLC
DECREASED
Shares37,297 from 37,515
Change-218 (-1%)
Value$11.6M (-$2.4M)
Filed 2026-10-19
Kingsman Wealth Management, Inc.
DECREASED
Shares37,131 from 38,254
Change-1,123 (-3%)
Value$11.6M (-$2.7M)
Filed 2026-10-13
Pictet North America Advisors SA
INCREASED
Shares36,258 from 30,808
Change+5,450 (+18%)
Value$11.3M (-$190.9K)
Filed 2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares36,010 from 39,850
Change-3,840 (-10%)
Value$11.2M (-$3.6M)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares35,662 from 32,969
Change+2,693 (+8%)
Value$11.1M (-$1.2M)
Filed 2026-10-14
Plato Investment Management Ltd
INCREASED
Shares35,532 from 32,722
Change+2,810 (+9%)
Value$11.1M (-$1.0M)
Filed 2026-11-05
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares35,300 from 36,010
Change-710 (-2%)
Value$11.0M (-$2.4M)
Filed 2026-10-09
Crestwood Advisors Group, LLC
INCREASED
Shares35,123 from 15,578
Change+19,545 (+125%)
Value$11.0M (+$5.1M)
Filed 2026-10-27
Matthew Goff Investment Advisor, LLC
NEW
Shares35,026
Change+35,026
Value$10.9M
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares34,149 from 35,850
Change-1,701 (-5%)
Value$10.5M (-$2.9M)
Filed 2026-10-13
Strategic Planning Group, LLC
DECREASED
Shares34,034 from 48,833
Change-14,799 (-30%)
Value$10.6M (-$7.6M)
Filed 2026-10-22
Midwest Trust Co
INCREASED
Shares33,671 from 33,016
Change+655 (+2%)
Value$10.5M (-$1.8M)
Filed 2026-10-22
Hoey Investments, Inc
INCREASED
Shares33,550 from 33,544
Change+6 (+0%)
Value$10.5M (-$2.1M)
Filed 2026-10-29
Cohen Klingenstein LLC
UNCHANGED
Shares32,589 from 32,589
Change0 (0%)
Value$10.2M (-$2.0M)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares32,468 from 31,192
Change+1,276 (+4%)
Value$10.1M (-$1.5M)
Filed 2026-10-08
MGO One Seven LLC
INCREASED
Shares32,311 from 31,620
Change+691 (+2%)
Value$10.1M (-$1.7M)
Filed 2026-10-28
Consolidated Capital Management, LLC
INCREASED
Shares32,269 from 32,158
Change+111 (+0%)
Value$10.1M (-$1.9M)
Filed 2026-10-13
Tandem Capital Management Corp
DECREASED
Shares32,048 from 32,540
Change-492 (-2%)
Value$10.0M (-$2.2M)
Filed 2026-10-22
Dilation Capital Management LP
DECREASED
Shares31,750 from 52,385
Change-20,635 (-39%)
Value$9.9M (-$9.7M)
Filed 2026-10-13
North Dakota State Investment Board
INCREASED
Shares31,636 from 30,450
Change+1,186 (+4%)
Value$9.9M (-$1.5M)
Filed 2026-10-27
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares31,602 from 31,607
Change-5 (0%)
Value$9.9M (-$1.9M)
Filed 2026-11-02
Oliver Luxxe Assets LLC
DECREASED
Shares31,376 from 35,051
Change-3,675 (-10%)
Value$9.8M (-$3.3M)
Filed 2026-10-14
GoalVest Advisory LLC
INCREASED
Shares30,858 from 7,174
Change+23,684 (+330%)
Value$2.5M (-$197.9K)
Filed 2026-10-02
Regions Financial Corp
INCREASED
Shares30,819 from 30,387
Change+432 (+1%)
Value$9.6M (-$1.7M)
Filed 2026-11-05
Windmill Hill Asset Management Ltd
INCREASED
Shares30,565 from 28,503
Change+2,062 (+7%)
Value$9.5M (-$1.1M)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares30,364 from 29,365
Change+999 (+3%)
Value$9.5M (-$1.5M)
Filed 2026-10-13
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares30,086 from 31,206
Change-1,120 (-4%)
Value$9.4M (-$2.3M)
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares29,902 from 29,849
Change+53 (+0%)
Value$9.3M (-$1.8M)
Filed 2026-11-04
Central Trust Co
INCREASED
Shares29,650 from 29,322
Change+328 (+1%)
Value$9.3M (-$1.7M)
Filed 2026-11-05
Radnor Capital Management, LLC
UNCHANGED
Shares28,948 from 28,948
Change0 (0%)
Value$9.0M (-$1.8M)
Filed 2026-10-23
Assenagon Asset Management S.A.
INCREASED
Shares28,904 from 28,859
Change+45 (+0%)
Value$9.0M (-$1.8M)
Filed 2026-10-15
Journey Advisory Group, LLC
INCREASED
Shares28,817 from 28,296
Change+521 (+2%)
Value$9.0M (-$1.6M)
Filed 2026-11-04
CenterBook Partners LP
NEW
Shares28,688
Change+28,688
Value$9.0M
Filed 2026-11-02
American National Bank & Trust
DECREASED
Shares28,680 from 30,060
Change-1,380 (-5%)
Value$9.0M (-$2.3M)
Filed 2026-10-07
Exchange Traded Concepts, LLC
DECREASED
Shares28,621 from 33,698
Change-5,077 (-15%)
Value$8.9M (-$3.7M)
Filed 2026-10-28
Contravisory Investment Management, Inc.
INCREASED
Shares28,355 from 27,584
Change+771 (+3%)
Value$8.9M (-$1.5M)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares28,197 from 30,231
Change-2,034 (-7%)
Value$8.7M (-$2.6M)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares28,186 from 35,844
Change-7,658 (-21%)
Value$8.8M (-$4.6M)
Filed 2026-10-22
Clifford Swan Investment Counsel LLC
INCREASED
Shares28,014 from 27,302
Change+712 (+3%)
Value$8.7M (-$1.5M)
Filed 2026-11-05
Tema Etfs LLC
DECREASED
Shares27,942 from 28,512
Change-570 (-2%)
Value$8.7M (-$1.9M)
Filed 2026-10-16
Left Brain Wealth Management, LLC
DECREASED
Shares27,828 from 28,283
Change-455 (-2%)
Value$8.7M (-$1.9M)
Filed 2026-10-28
Ritholtz Wealth Management
DECREASED
Shares27,669 from 29,667
Change-1,998 (-7%)
Value$8.6M (-$2.4M)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares27,571 from 27,986
Change-415 (-1%)
Value$8.6M (-$1.8M)
Filed 2026-10-20
Gateway Investment Advisers LLC
INCREASED
Shares27,480 from 19,215
Change+8,265 (+43%)
Value$8.6M (+$1.4M)
Filed 2026-10-13
Sterling Investment Management, LLC
DECREASED
Shares27,040 from 27,228
Change-188 (-1%)
Value$8.4M (-$1.7M)
Filed 2026-10-16
First Citizens Bank & Trust Co
INCREASED
Shares26,614 from 12,093
Change+14,521 (+120%)
Value$8.3M (+$3.8M)
Filed 2026-10-14
Legacy Private Trust Co.
DECREASED
Shares26,576 from 26,928
Change-352 (-1%)
Value$8.3M (-$1.8M)
Filed 2026-10-06
Signaturefd, LLC
INCREASED
Shares26,350 from 24,985
Change+1,365 (+5%)
Value$8.2M (-$1.1M)
Filed 2026-10-23
Brighton Jones LLC
DECREASED
Shares26,307 from 26,739
Change-432 (-2%)
Value$8.2M (-$1.8M)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED
Shares26,168 from 27,510
Change-1,342 (-5%)
Value$8.2M (-$2.1M)
Filed 2026-10-23
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares26,093 from 34,205
Change-8,112 (-24%)
Value$8.1M (-$4.6M)
Filed 2026-10-14
Citizens Financial Group Inc
INCREASED
Shares26,092 from 22,672
Change+3,420 (+15%)
Value$8.1M (-$324.7K)
Filed 2026-10-23
Rockland Trust Co
DECREASED
Shares25,869 from 27,426
Change-1,557 (-6%)
Value$8.1M (-$2.2M)
Filed 2026-10-05
Sterling Capital Management LLC
DECREASED
Shares25,687 from 27,433
Change-1,746 (-6%)
Value$8.0M (-$2.2M)
Filed 2026-10-22
Chicago Partners Investment Group LLC
INCREASED
Shares25,641 from 25,258
Change+383 (+2%)
Value$7.3M (-$1.5M)
Filed 2026-10-27
Chatham Capital Group, Inc.
INCREASED
Shares25,421 from 23,981
Change+1,440 (+6%)
Value$7.9M (-$1.0M)
Filed 2026-10-16
Washington Trust Bank
INCREASED
Shares25,412 from 21,448
Change+3,964 (+18%)
Value$7.9M (-$79.8K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
INCREASED
Shares25,388 from 21,722
Change+3,666 (+17%)
Value$7.9M (-$189.6K)
Filed 2026-10-21
Capital Investment Advisors, LLC
INCREASED
Shares25,034 from 24,971
Change+63 (+0%)
Value$7.8M (-$1.5M)
Filed 2026-10-22
Thompson Investment Management, Inc.
UNCHANGED
Shares24,878 from 24,878
Change0 (0%)
Value$7.8M (-$1.5M)
Filed 2026-10-14
CMG Global Holdings, LLC
DECREASED
Shares24,623 from 24,668
Change-45 (0%)
Value$7.7M (-$1.5M)
Filed 2026-10-14
Greenwood Capital Associates LLC
DECREASED
Shares24,467 from 24,830
Change-363 (-1%)
Value$7.6M (-$1.6M)
Filed 2026-10-27
Bouvel Investment Partners, LLC
DECREASED
Shares24,238 from 24,644
Change-406 (-2%)
Value$7.6M (-$1.6M)
Filed 2026-10-13
ZWJ Investment Counsel Inc
DECREASED
Shares24,219 from 25,297
Change-1,078 (-4%)
Value$7.6M (-$1.9M)
Filed 2026-10-15
Laurion Capital Management LP
INCREASED
Shares24,170 from 1,144
Change+23,026 (+2013%)
Value$7.5M (+$7.1M)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares24,073 from 6,901
Change+17,172 (+249%)
Value$7.5M (+$4.9M)
Filed 2026-10-23
Illinois Municipal Retirement Fund
DECREASED
Shares24,072 from 26,462
Change-2,390 (-9%)
Value$7.5M (-$2.4M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares24,048 from 23,393
Change+655 (+3%)
Value$7.5M (-$1.2M)
Filed 2026-11-05
Raiffeisen Bank International AG
INCREASED
Shares23,737 from 15,318
Change+8,419 (+55%)
Value$7.5M (+$1.8M)
Filed 2026-10-28
Inlet Private Wealth, LLC
UNCHANGED
Shares23,519 from 23,519
Change0 (0%)
Value$7.3M (-$1.4M)
Filed 2026-10-21
Sava Infond d.o.o.
DECREASED
Shares23,360 from 26,660
Change-3,300 (-12%)
Value$7.3M (-$2.7M)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares22,826 from 19,322
Change+3,504 (+18%)
Value$7.0M (+$34.4K)
Filed 2026-10-09
Parallel Advisors, LLC
INCREASED
Shares22,739 from 21,513
Change+1,226 (+6%)
Value$7.1M (-$938.9K)
Filed 2026-11-03
True North Advisors, LLC
INCREASED
Shares22,596 from 21,692
Change+904 (+4%)
Value$7.1M (-$1.1M)
Filed 2026-10-22
Themes Management Co LLC
DECREASED
Shares22,592 from 26,117
Change-3,525 (-13%)
Value$7.1M (-$2.7M)
Filed 2026-10-29
Nichols & Pratt Advisers LLP
DECREASED
Shares22,212 from 22,535
Change-323 (-1%)
Value$6.9M (-$1.5M)
Filed 2026-10-13
Parthenon LLC
UNCHANGED
Shares22,067 from 22,067
Change0 (0%)
Value$6.9M (-$1.4M)
Filed 2026-10-22
Fairfield Financial Advisors, LTD
DECREASED
Shares21,793 from 22,082
Change-289 (-1%)
Value$6.8M (-$1.4M)
Filed 2026-10-14
M Holdings Securities, Inc.
NEW
Shares21,706
Change+21,706
Value$6.8M
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares21,631 from 22,520
Change-889 (-4%)
Value$6.8M (-$1.7M)
Filed 2026-10-13
Meridian Wealth Management, LLC
DECREASED
Shares21,611 from 26,159
Change-4,548 (-17%)
Value$6.7M (-$3.0M)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares21,436 from 22,200
Change-764 (-3%)
Value$6.7M (-$1.6M)
Filed 2026-10-29
Covenant Asset Management, LLC
DECREASED
Shares21,417 from 21,804
Change-387 (-2%)
Value$6.7M (-$1.5M)
Filed 2026-10-14
Penobscot Investment Management Company, Inc.
INCREASED
Shares21,176 from 20,276
Change+900 (+4%)
Value$6.6M (-$964.7K)
Filed 2026-10-26
YHB Investment Advisors, Inc.
INCREASED
Shares21,150 from 21,071
Change+79 (+0%)
Value$6.6M (-$1.3M)
Filed 2026-10-08
Harold Davidson & Associates Inc.
DECREASED
Shares21,034 from 21,128
Change-94 (0%)
Value$6.6M (-$1.3M)
Filed 2026-10-29
AlphaCore Capital LLC
INCREASED
Shares20,945 from 18,216
Change+2,729 (+15%)
Value$6.5M (-$267.0K)
Filed 2026-11-04
BNC Wealth Management, LLC
INCREASED
Shares20,560 from 20,381
Change+179 (+1%)
Value$6.4M (-$1.2M)
Filed 2026-10-19
V-Square Quantitative Management LLC
INCREASED
Shares20,393 from 19,813
Change+580 (+3%)
Value$6.4M (-$1.0M)
Filed 2026-10-15
Trek Financial, LLC
INCREASED
Shares20,243 from 942
Change+19,301 (+2049%)
Value$6.3M (+$6.0M)
Filed 2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares20,224 from 20,134
Change+90 (+0%)
Value$6.3M (-$1.2M)
Filed 2026-10-13
Fourpath Capital Management, LLC
DECREASED
Shares19,713 from 20,006
Change-293 (-1%)
Value$6.2M (-$1.3M)
Filed 2026-10-19
Hedges Asset Management LLC
DECREASED
Shares19,425 from 19,475
Change-50 (0%)
Value$6.1M (-$1.2M)
Filed 2026-10-29
GAM Holding AG
DECREASED
Shares19,326 from 20,885
Change-1,559 (-7%)
Value$6.0M (-$1.8M)
Filed 2026-11-03
Mill Capital Management, LLC
UNCHANGED
Shares19,265 from 19,265
Change0 (0%)
Value$6.0M (-$1.2M)
Filed 2026-10-26
Chicago Capital, LLC
DECREASED
Shares19,258 from 19,281
Change-23 (0%)
Value$6.0M (-$1.2M)
Filed 2026-10-13
J. Safra Sarasin Holding AG
INCREASED
Shares19,062 from 14,204
Change+4,858 (+34%)
Value$5.6M (+$1.3M)
Filed 2026-10-26
Oak Thistle LLC
INCREASED
Shares19,027 from 3,254
Change+15,773 (+485%)
Value$5.9M (+$4.7M)
Filed 2026-10-21
Ascent Group, LLC
DECREASED
Shares18,990 from 19,103
Change-113 (-1%)
Value$5.9M (-$1.2M)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares18,784 from 16,489
Change+2,295 (+14%)
Value$5.9M (-$296.5K)
Filed 2026-10-27
Stenger Family Office, LLC
INCREASED
Shares18,756 from 15,573
Change+3,183 (+20%)
Value$5.8M (-$50.1K)
Filed 2026-10-22
Coastline Trust Co
DECREASED
Shares18,666 from 20,069
Change-1,403 (-7%)
Value$5.8M (-$1.7M)
Filed 2026-10-01
King Luther Capital Management Corp
INCREASED
Shares18,641 from 16,088
Change+2,553 (+16%)
Value$5.8M (-$191.2K)
Filed 2026-11-05
Pavion Blue Capital, LLC
DECREASED
Shares18,532 from 18,624
Change-92 (0%)
Value$5.8M (-$1.2M)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares18,461 from 19,392
Change-931 (-5%)
Value$5.8M (-$1.5M)
Filed 2026-10-08
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares18,424 from 35,264
Change-16,840 (-48%)
Value$5.8M (-$7.4M)
Filed 2026-10-21
Heritage Investors Management Corp
DECREASED
Shares18,358 from 20,425
Change-2,067 (-10%)
Value$5.7M (-$1.9M)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares18,245 from 18,061
Change+184 (+1%)
Value$5.7M (-$1.1M)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares18,227 from 16,824
Change+1,403 (+8%)
Value$5.7M (-$595.5K)
Filed 2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED
Shares18,032 from 19,171
Change-1,139 (-6%)
Value$5.6M (-$1.5M)
Filed 2026-10-29
Frank, Rimerman Advisors LLC
INCREASED
Shares17,797 from 15,597
Change+2,200 (+14%)
Value$5.6M (-$271.2K)
Filed 2026-10-16
Conning Inc.
DECREASED
Shares17,785 from 17,874
Change-89 (0%)
Value$5.6M (-$1.1M)
Filed 2026-10-27
Harbor Capital Advisors, Inc.
INCREASED
Shares17,519 from 17,445
Change+74 (+0%)
Value$5.5M (-$1.0M)
Filed 2026-10-22
WD Rutherford LLC
DECREASED
Shares17,506 from 18,548
Change-1,042 (-6%)
Value$5.5M (-$1.5M)
Filed 2026-10-26
Uncommon Cents Investing Inc
DECREASED
Shares17,494 from 17,789
Change-295 (-2%)
Value$5.5M (-$1.2M)
Filed 2026-10-20
Alps Advisors Inc
INCREASED
Shares17,469 from 11,593
Change+5,876 (+51%)
Value$5.5M (+$1.1M)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED
Shares17,397 from 15,987
Change+1,410 (+9%)
Value$5.9M (+$510.4K)
Filed 2026-10-29
Symphony Financial, Ltd. Co.
INCREASED
Shares17,325 from 10,078
Change+7,247 (+72%)
Value$5.4M (+$1.7M)
Filed 2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares17,201 from 17,331
Change-130 (-1%)
Value$5.4M (-$1.1M)
Filed 2026-10-23
Beese Fulmer Investment Management, Inc.
DECREASED
Shares17,194 from 17,420
Change-226 (-1%)
Value$5.4M (-$1.1M)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares17,168 from 16,975
Change+193 (+1%)
Value$5.4M (-$1.0M)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares17,165 from 15,978
Change+1,187 (+7%)
Value$5.4M (-$611.1K)
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares17,038 from 17,119
Change-81 (0%)
Value$5.3M (-$1.1M)
Filed 2026-10-13
Norden Group LLC
INCREASED
Shares16,866 from 16,429
Change+437 (+3%)
Value$5.3M (-$872.6K)
Filed 2026-10-20
Evergreen Capital Management LLC
INCREASED
Shares16,826 from 16,237
Change+589 (+4%)
Value$5.3M (-$813.7K)
Filed 2026-10-23
Griffin Asset Management, Inc.
DECREASED
Shares16,672 from 17,261
Change-589 (-3%)
Value$5.2M (-$1.2M)
Filed 2026-10-22
Knights of Columbus Asset Advisors LLC
DECREASED
Shares16,437 from 16,771
Change-334 (-2%)
Value$5.1M (-$1.1M)
Filed 2026-11-05
Cordatus Wealth Management LLC
DECREASED
Shares16,283 from 16,720
Change-437 (-3%)
Value$5.1M (-$1.2M)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares16,157 from 17,644
Change-1,487 (-8%)
Value$5.0M (-$1.5M)
Filed 2026-10-22
Guyasuta Investment Advisors Inc
DECREASED
Shares15,834 from 15,866
Change-32 (0%)
Value$4.9M (-$984.8K)
Filed 2026-10-15
Christensen, King & Associates Investment Services, Inc.
NEW
Shares15,801
Change+15,801
Value$4.9M
Filed 2026-10-22
HWG Holdings LP
INCREASED
Shares15,640 from 10,109
Change+5,531 (+55%)
Value$4.9M (+$1.1M)
Filed 2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED
Shares15,637 from 15,483
Change+154 (+1%)
Value$4.9M (-$903.3K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
INCREASED
Shares15,546 from 15,063
Change+483 (+3%)
Value$4.9M (-$774.6K)
Filed 2026-11-04
Woodard & Co Asset Management Group Inc
DECREASED
Shares15,530 from 16,534
Change-1,004 (-6%)
Value$4.8M (-$1.3M)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares15,519 from 12,472
Change+3,047 (+24%)
Value$4.8M (+$185.3K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares15,453 from 14,711
Change+742 (+5%)
Value$4.8M (-$672.0K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares15,324 from 14,294
Change+1,030 (+7%)
Value$4.8M (-$554.2K)
Filed 2026-11-03
Advisors Management Group Inc
DECREASED
Shares15,304 from 15,477
Change-173 (-1%)
Value$4.8M (-$1.0M)
Filed 2026-11-05
Fulcrum Asset Management LLP
INCREASED
Shares15,205 from 13,087
Change+2,118 (+16%)
Value$4.8M (-$57.2K)
Filed 2026-11-04
Verdence Capital Advisors LLC
DECREASED
Shares15,137 from 19,655
Change-4,518 (-23%)
Value$4.7M (-$2.6M)
Filed 2026-10-26
BigSur Wealth Management LLC
UNCHANGED
Shares15,100 from 15,100
Change0 (0%)
Value$4.7M (-$927.7K)
Filed 2026-10-13
Patten & Patten Inc
DECREASED
Shares14,895 from 14,957
Change-62 (0%)
Value$4.7M (-$938.3K)
Filed 2026-10-26
Essex LLC
DECREASED
Shares14,885 from 17,849
Change-2,964 (-17%)
Value$4.6M (-$2.0M)
Filed 2026-10-14
SS&H Financial Advisors, Inc.
DECREASED
Shares14,884 from 14,959
Change-75 (0%)
Value$4.6M (-$943.0K)
Filed 2026-10-28
Fisher Funds Management LTD
NEW
Shares14,800
Change+14,800
Value$4.6M
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares14,777 from 20,976
Change-6,199 (-30%)
Value$4.6M (-$3.3M)
Filed 2026-10-30
Sippican Capital Advisors
DECREASED
Shares14,728 from 14,782
Change-54 (0%)
Value$4.6M (-$925.1K)
Filed 2026-10-23
Viewpoint Capital Management LLC
INCREASED
Shares14,711 from 13,581
Change+1,130 (+8%)
Value$4.6M (-$481.4K)
Filed 2026-10-27
Fulton Bank, N.A.
INCREASED
Shares14,579 from 12,224
Change+2,355 (+19%)
Value$4.6M (-$15.6K)
Filed 2026-10-14
RMR Wealth Builders
INCREASED
Shares14,552 from 14,450
Change+102 (+1%)
Value$4.5M (-$856.2K)
Filed 2026-10-22
Leelyn Smith, LLC
INCREASED
Shares14,508 from 13,314
Change+1,194 (+9%)
Value$4.5M (-$445.1K)
Filed 2026-11-03
Herbst Group, LLC
DECREASED
Shares14,494 from 15,749
Change-1,255 (-8%)
Value$4.5M (-$1.4M)
Filed 2026-10-20
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares14,440 from 13,950
Change+490 (+4%)
Value$4.5M (-$625.4K)
Filed 2026-10-14
Valeo Financial Advisors, LLC
INCREASED
Shares14,354 from 13,941
Change+413 (+3%)
Value$4.5M (-$727.6K)
Filed 2026-10-08
Princeton Capital Management LLC
INCREASED
Shares14,313 from 14,040
Change+273 (+2%)
Value$4.5M (-$777.3K)
Filed 2026-10-27
VestGen Advisors, LLC
DECREASED
Shares14,302 from 15,579
Change-1,277 (-8%)
Value$4.5M (-$1.4M)
Filed 2026-10-27
Versant Capital Management, Inc
DECREASED
Shares14,262 from 14,483
Change-221 (-2%)
Value$4.5M (-$958.8K)
Filed 2026-10-02
Investment Research & Advisory Group, Inc.
DECREASED
Shares14,229 from 15,390
Change-1,161 (-8%)
Value$4.5M (-$1.3M)
Filed 2026-10-19
Massachusetts Wealth Management
DECREASED
Shares14,214 from 14,840
Change-626 (-4%)
Value$4.4M (-$1.1M)
Filed 2026-10-21
Summit Place Financial Advisors, LLC
DECREASED
Shares14,179 from 15,511
Change-1,332 (-9%)
Value$4.4M (-$1.4M)
Filed 2026-10-23
Bokf, NA
DECREASED
Shares14,179 from 14,588
Change-409 (-3%)
Value$4.4M (-$1.0M)
Filed 2026-10-27
Jamison Private Wealth Management, Inc.
INCREASED
Shares14,151 from 13,352
Change+799 (+6%)
Value$4.4M (-$570.4K)
Filed 2026-10-14
Directional Asset Management
NEW
Shares14,091
Change+14,091
Value$4.4M
Filed 2026-10-22
Abner Herrman & Brock LLC
INCREASED
Shares13,993 from 13,592
Change+401 (+3%)
Value$4.4M (+$4.4M)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares13,952 from 26,404
Change-12,452 (-47%)
Value$4.4M (-$5.5M)
Filed 2026-10-15
Soltis Investment Advisors LLC
INCREASED
Shares13,809 from 13,083
Change+726 (+6%)
Value$4.3M (-$577.2K)
Filed 2026-10-28
Aviso Wealth Management
DECREASED
Shares13,779 from 14,368
Change-589 (-4%)
Value$4.3M (-$1.1M)
Filed 2026-11-04
Long Road Investment Counsel, LLC
DECREASED
Shares13,750 from 14,324
Change-574 (-4%)
Value$4.3M (-$1.1M)
Filed 2026-11-04
Weaver Capital Management LLC
INCREASED
Shares13,711 from 9,906
Change+3,805 (+38%)
Value$4.3M (+$1.5M)
Filed 2026-10-15
Diversify Wealth Management, LLC
INCREASED
Shares13,670 from 12,430
Change+1,240 (+10%)
Value$4.3M (-$229.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares13,670 from 12,430
Change+1,240 (+10%)
Value$4.3M (-$229.8K)
Filed 2026-10-20
Kornitzer Capital Management Inc
INCREASED
Shares13,633 from 13,395
Change+238 (+2%)
Value$4.3M (-$748.7K)
Filed 2026-11-03
Glenview Trust Co
DECREASED
Shares13,599 from 13,634
Change-35 (0%)
Value$4.2M (-$848.6K)
Filed 2026-10-28
Compound Planning, Inc.
DECREASED
Shares13,542 from 14,167
Change-625 (-4%)
Value$4.2M (-$1.1M)
Filed 2026-11-05
Parkway Wealth Management Group, LLC
INCREASED
Shares13,539 from 11,678
Change+1,861 (+16%)
Value$4.2M (-$136.3K)
Filed 2026-10-20
Cypress Capital Group
INCREASED
Shares13,473 from 12,806
Change+667 (+5%)
Value$4.2M (-$578.5K)
Filed 2026-11-03
MCF Advisors LLC
DECREASED
Shares13,344 from 13,876
Change-532 (-4%)
Value$4.2M (-$1.0M)
Filed 2026-10-28
Confluence Wealth Services, Inc.
DECREASED
Shares13,337 from 15,736
Change-2,399 (-15%)
Value$4.2M (-$1.7M)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares13,318 from 13,231
Change+87 (+1%)
Value$4.2M (-$786.1K)
Filed 2026-10-13
Marks Group Wealth Management, Inc
DECREASED
Shares13,285 from 22,482
Change-9,197 (-41%)
Value$4.1M (-$4.3M)
Filed 2026-11-05
Jackson Square Capital, LLC
INCREASED
Shares13,242 from 11,910
Change+1,332 (+11%)
Value$4.1M (-$315.8K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares13,231 from 14,390
Change-1,159 (-8%)
Value$4.1M (-$1.2M)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares13,176 from 13,158
Change+18 (+0%)
Value$4.1M (-$802.9K)
Filed 2026-10-23
Family Legacy, Inc.
INCREASED
Shares13,170 from 13,132
Change+38 (+0%)
Value$4.1M (-$794.9K)
Filed 2026-10-13
Crown Oak Advisors, LLC
UNCHANGED
Shares13,073 from 13,073
Change0 (0%)
Value$4.1M (-$803.2K)
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares13,046 from 16,625
Change-3,579 (-22%)
Value$4.0M (-$2.2M)
Filed 2026-10-15
Aaron Wealth Advisors LLC
INCREASED
Shares13,044 from 11,046
Change+1,998 (+18%)
Value$4.1M (-$54.7K)
Filed 2026-10-13
Chesley Taft & Associates LLC
DECREASED
Shares12,759 from 12,950
Change-191 (-1%)
Value$4.0M (-$855.3K)
Filed 2026-10-13
VCI Wealth Management LLC
NEW
Shares12,756
Change+12,756
Value$4.0M
Filed 2026-10-29
Quadrant Private Wealth Management, LLC
NEW
Shares12,691
Change+12,691
Value$4.0M
Filed 2026-11-04
SFE Investment Counsel
INCREASED
Shares12,654 from 12,002
Change+652 (+5%)
Value$4.0M (-$533.8K)
Filed 2026-10-29
Orrstown Financial Services Inc
INCREASED
Shares12,514 from 12,441
Change+73 (+1%)
Value$3.9M (-$741.6K)
Filed 2026-10-14
Everhart Financial Group, Inc.
DECREASED
Shares12,505 from 12,771
Change-266 (-2%)
Value$3.9M (-$867.6K)
Filed 2026-10-08
Sigma Planning Corp
INCREASED
Shares12,323 from 11,620
Change+703 (+6%)
Value$3.8M (-$495.6K)
Filed 2026-10-23
Angeles Wealth Management, LLC
DECREASED
Shares12,269 from 13,096
Change-827 (-6%)
Value$3.8M (-$1.1M)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares12,170 from 12,275
Change-105 (-1%)
Value$3.8M (-$787.0K)
Filed 2026-10-21
Jcic Asset Management Inc.
INCREASED
Shares12,168 from 11,898
Change+270 (+2%)
Value$3.8M (+$423.7K)
Filed 2026-10-30
Eastern Bank
INCREASED
Shares12,152 from 11,211
Change+941 (+8%)
Value$3.8M (-$394.9K)
Filed 2026-10-05
BLB&B Advisors, LLC
INCREASED
Shares12,049 from 11,841
Change+208 (+2%)
Value$3.8M (-$662.3K)
Filed 2026-10-27
Armstrong Henry H Associates Inc
UNCHANGED
Shares12,043 from 12,043
Change0 (0%)
Value$3.8M (-$739.9K)
Filed 2026-10-07
Avior Wealth Management, LLC
DECREASED
Shares11,852 from 12,374
Change-522 (-4%)
Value$3.7M (-$923.1K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares11,850 from 10,622
Change+1,228 (+12%)
Value$3.7M (+$686.4K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares11,789 from 10,808
Change+981 (+9%)
Value$3.7M (-$357.7K)
Filed 2026-10-21
Plimoth Trust Co LLC
DECREASED
Shares11,759 from 13,061
Change-1,302 (-10%)
Value$3.7M (-$1.2M)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares11,743 from 11,539
Change+204 (+2%)
Value$3.7M (-$645.3K)
Filed 2026-10-23
Souders Financial Advisors
DECREASED
Shares11,717 from 12,218
Change-501 (-4%)
Value$3.7M (-$907.0K)
Filed 2026-11-03
Masterinvest Kapitalanlage GmbH
DECREASED
Shares11,711 from 12,308
Change-597 (-5%)
Value$3.7M (-$942.6K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED
Shares11,691 from 11,798
Change-107 (-1%)
Value$3.7M (-$758.4K)
Filed 2026-10-05
Tounjian Advisory Partners, LLC
DECREASED
Shares11,680 from 13,301
Change-1,621 (-12%)
Value$3.6M (-$1.3M)
Filed 2026-11-04
Focus Wealth Advisors, LLC
DECREASED
Shares11,584 from 11,771
Change-187 (-2%)
Value$3.6M (-$781.7K)
Filed 2026-10-14
Weinberger Asset Management, Inc
INCREASED
Shares11,557 from 11,540
Change+17 (+0%)
Value$3.6M (-$546.1K)
Filed 2026-10-28
Busey Bank
INCREASED
Shares11,502 from 11,478
Change+24 (+0%)
Value$3.6M (-$697.7K)
Filed 2026-10-26
Sendero Wealth Management, LLC
DECREASED
Shares11,436 from 12,322
Change-886 (-7%)
Value$3.6M (-$1.0M)
Filed 2026-10-14
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares11,373 from 12,113
Change-740 (-6%)
Value$3.6M (-$975.3K)
Filed 2026-10-30
Arthur M. Cohen & Associates, LLC
INCREASED
Shares11,321 from 10,140
Change+1,181 (+12%)
Value$3.5M (-$254.2K)
Filed 2026-10-26
Lincoln Capital Corp
DECREASED
Shares11,305 from 14,156
Change-2,851 (-20%)
Value$3.5M (-$1.8M)
Filed 2026-10-13
Mystic Asset Management, Inc.
INCREASED
Shares11,294 from 11,271
Change+23 (+0%)
Value$3.5M (-$685.3K)
Filed 2026-10-15
West Branch Capital LLC
INCREASED
Shares11,273 from 10,948
Change+325 (+3%)
Value$3.5M (-$570.9K)
Filed 2026-10-20
Calamos Wealth Management LLC
INCREASED
Shares11,248 from 10,765
Change+483 (+4%)
Value$3.5M (-$510.6K)
Filed 2026-11-02
Lakeside Advisors, Inc.
INCREASED
Shares11,210 from 11,190
Change+20 (+0%)
Value$3.5M (-$681.3K)
Filed 2026-10-20
Wolverine Asset Management LLC
NEW
Shares11,201
Change+11,201
Value$3.5M
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares11,192 from 8,241
Change+2,951 (+36%)
Value$3.4M (+$373.7K)
Filed 2026-10-08
Legacy Financial Independent Advisors LLC
INCREASED
Shares11,175 from 2,804
Change+8,371 (+299%)
Value$3.5M (+$2.4M)
Filed 2026-11-02
Guardian Investment Management
INCREASED
Shares11,160 from 11,159
Change+1 (+0%)
Value$3.5M (-$685.0K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares11,115 from 9,469
Change+1,646 (+17%)
Value$3.5M (-$67.6K)
Filed 2026-10-30
Maia Wealth LLC
INCREASED
Shares11,105 from 9,075
Change+2,030 (+22%)
Value$3.5M (+$76.5K)
Filed 2026-10-19
Bank of New Hampshire
DECREASED
Shares11,092 from 11,157
Change-65 (-1%)
Value$3.5M (-$705.8K)
Filed 2026-10-06
Ellerson Group Inc
DECREASED
Shares11,075 from 12,165
Change-1,090 (-9%)
Value$3.6M (-$995.0K)
Filed 2026-11-04
October Effect Ltd
DECREASED
Shares11,059 from 11,064
Change-5 (0%)
Value$3.5M (-$681.3K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
DECREASED
Shares11,025 from 11,515
Change-490 (-4%)
Value$3.4M (-$860.3K)
Filed 2026-10-28
Focused Wealth Management, Inc
INCREASED
Shares11,019 from 10,880
Change+139 (+1%)
Value$3.4M (-$625.1K)
Filed 2026-10-30
Burford Brothers, Inc.
DECREASED
Shares11,018 from 11,978
Change-960 (-8%)
Value$3.4M (-$1.0M)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
INCREASED
Shares10,990 from 10,621
Change+369 (+3%)
Value$3.4M (-$537.2K)
Filed 2026-10-26
Linscomb Wealth, Inc.
INCREASED
Shares10,988 from 10,936
Change+52 (+0%)
Value$3.4M (-$655.7K)
Filed 2026-11-05
Investors Asset Management of Georgia Inc
DECREASED
Shares10,950 from 10,960
Change-10 (0%)
Value$3.4M (-$670.2K)
Filed 2026-10-20
Fulcrum Wealth Advisors, LLC
INCREASED
Shares10,929 from 9,252
Change+1,677 (+18%)
Value$3.4M (-$44.7K)
Filed 2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares10,915 from 10,915
Change0 (0%)
Value$4.1M ($0)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares10,909 from 5,479
Change+5,430 (+99%)
Value$3.4M (+$1.4M)
Filed 2026-10-26
Greenspring Advisors, LLC
INCREASED
Shares10,908 from 5,424
Change+5,484 (+101%)
Value$3.4M (+$1.4M)
Filed 2026-11-05
Lebenthal Global Advisors, LLC
INCREASED
Shares10,871 from 9,329
Change+1,542 (+17%)
Value$3.4M (-$91.5K)
Filed 2026-10-28
Quilter Plc
DECREASED
Shares10,840 from 13,534
Change-2,694 (-20%)
Value$3.4M (-$1.7M)
Filed 2026-10-21
111 Capital
NEW
Shares10,790
Change+10,790
Value$3.4M
Filed 2026-11-03
Wealth Alliance Advisory Group, LLC
DECREASED
Shares10,713 from 10,797
Change-84 (-1%)
Value$3.3M (-$689.6K)
Filed 2026-10-14
Stackstone Wealth, LLC
NEW
Shares10,708
Change+10,708
Value$3.3M
Filed 2026-10-19
Kanawha Capital Management LLC
INCREASED
Shares10,658 from 10,405
Change+253 (+2%)
Value$3.3M (-$560.2K)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares10,607 from 9,369
Change+1,238 (+13%)
Value$3.3M (-$189.3K)
Filed 2026-10-21
Klingman & Associates, LLC
INCREASED
Shares10,579 from 9,785
Change+794 (+8%)
Value$3.3M (-$353.2K)
Filed 2026-10-20
Gryphon Financial Partners LLC
INCREASED
Shares10,549 from 10,148
Change+401 (+4%)
Value$3.3M (-$498.4K)
Filed 2026-11-04
AMG National Trust Bank
INCREASED
Shares10,549 from 10,260
Change+289 (+3%)
Value$3.3M (-$540.1K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares10,498 from 10,586
Change-88 (-1%)
Value$3.3M (-$677.9K)
Filed 2026-10-15
Principle Wealth Partners LLC
INCREASED
Shares10,497 from 10,448
Change+49 (+0%)
Value$3.3M (-$626.3K)
Filed 2026-11-02
Carret Asset Management, LLC
INCREASED
Shares10,476 from 8,497
Change+1,979 (+23%)
Value$3.3M (+$96.0K)
Filed 2026-11-04
Torray Investment Partners LLC
DECREASED
Shares10,461 from 10,999
Change-538 (-5%)
Value$3.3M (-$843.8K)
Filed 2026-10-30
Premier Path Wealth Partners, LLC
DECREASED
Shares10,338 from 10,705
Change-367 (-3%)
Value$3.2M (-$772.4K)
Filed 2026-10-16
RWQ Financial Management Services, Inc.
DECREASED
Shares10,335 from 37,447
Change-27,112 (-72%)
Value$3.2M (-$10.8M)
Filed 2026-10-19
Mitchell Capital Management Co
DECREASED
Shares10,330 from 10,507
Change-177 (-2%)
Value$3.2M (-$700.8K)
Filed 2026-10-29
Modera Wealth Management, LLC
INCREASED
Shares10,319 from 9,865
Change+454 (+5%)
Value$3.2M (-$464.4K)
Filed 2026-10-28
Kimelman & Baird, LLC
UNCHANGED
Shares10,299 from 10,299
Change0 (0%)
Value$3.2M (-$632.8K)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares10,290 from 9,217
Change+1,073 (+12%)
Value$3.2M (-$231.2K)
Filed 2026-10-07
Salem Investment Counselors Inc
DECREASED
Shares10,261 from 10,276
Change-15 (0%)
Value$3.2M (-$636.0K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares10,254 from 9,641
Change+613 (+6%)
Value$3.2M (-$400.7K)
Filed 2026-11-04
Hudson Canyon Capital Management
DECREASED
Shares10,223 from 10,995
Change-772 (-7%)
Value$3.2M (-$916.6K)
Filed 2026-11-04
Chicago Trust Co NA
DECREASED
Shares10,211 from 10,831
Change-620 (-6%)
Value$3.2M (-$859.1K)
Filed 2026-10-28
Shaker Investments LLC
INCREASED
Shares10,085 from 7,228
Change+2,857 (+40%)
Value$3.1M (+$448.1K)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
DECREASED
Shares10,080 from 10,227
Change-147 (-1%)
Value$3.1M (-$674.3K)
Filed 2026-10-07
WealthPlan Investment Management, LLC
INCREASED
Shares10,026 from 9,246
Change+780 (+8%)
Value$3.1M (-$324.6K)
Filed 2026-10-15
Greenup Street Wealth Management LLC
INCREASED
Shares10,023 from 964
Change+9,059 (+940%)
Value$3.1M (+$2.8M)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,003 from 8,449
Change+1,554 (+18%)
Value$3.1M (-$33.6K)
Filed 2026-10-13
Highland Capital Management, LLC
DECREASED
Shares9,931 from 25,407
Change-15,476 (-61%)
Value$3.1M (-$6.4M)
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares9,812 from 9,798
Change+14 (+0%)
Value$3.1M (-$597.6K)
Filed 2026-10-27
Bdf-Gestion
DECREASED
Shares9,762 from 11,000
Change-1,238 (-11%)
Value$3.0M (+$1.1M)
Filed 2026-10-19
Mattern Capital Management, LLC
NEW
Shares9,744
Change+9,744
Value$3.0M
Filed 2026-11-02
Rhodes Investment Advisors Inc
DECREASED
Shares9,703 from 10,541
Change-838 (-8%)
Value$3.0M (-$909.3K)
Filed 2026-10-07
Cigna Investments Inc
DECREASED
Shares9,687 from 9,724
Change-37 (0%)
Value$3.0M (-$608.0K)
Filed 2026-10-19
BKM Wealth Management, LLC
DECREASED
Shares9,676 from 9,900
Change-224 (-2%)
Value$3.0M (-$678.2K)
Filed 2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares9,664 from 9,790
Change-126 (-1%)
Value$3.0M (-$640.8K)
Filed 2026-10-23
Terra Nova Asset Management LLC
DECREASED
Shares9,587 from 9,645
Change-58 (-1%)
Value$3.0M (-$610.7K)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares9,554 from 9,286
Change+268 (+3%)
Value$3.0M (-$487.1K)
Filed 2026-10-19
James Investment Research, Inc.
DECREASED
Shares9,553 from 10,155
Change-602 (-6%)
Value$3.0M (-$811.9K)
Filed 2026-10-22
SBI Securities Co., Ltd.
DECREASED
Shares9,533 from 9,719
Change-186 (-2%)
Value$3.0M (-$655.2K)
Filed 2026-10-22
Global Assets Advisory, LLC
INCREASED
Shares9,503 from 9,437
Change+66 (+1%)
Value$2.9M (-$593.5K)
Filed 2026-10-28
Western Financial Corp
DECREASED
Shares9,441 from 10,397
Change-956 (-9%)
Value$2.9M (-$937.6K)
Filed 2026-10-14
Banque Pictet & CIE SA
DECREASED
Shares9,425 from 11,750
Change-2,325 (-20%)
Value$2.9M (-$1.4M)
Filed 2026-10-16
Meridian Investment Counsel Inc.
DECREASED
Shares9,419 from 9,438
Change-19 (0%)
Value$2.9M (-$585.8K)
Filed 2026-10-14
71 West Capital Partners
DECREASED
Shares9,339 from 9,382
Change-43 (0%)
Value$2.9M (-$589.9K)
Filed 2026-11-04
FSM Wealth Advisors, LLC
DECREASED
Shares9,336 from 9,825
Change-489 (-5%)
Value$2.9M (-$818.6K)
Filed 2026-10-27
Value Partners Investments Inc.
INCREASED
Shares9,307 from 9,216
Change+91 (+1%)
Value$2.9M (-$523.7K)
Filed 2026-10-19
Csenge Advisory Group
DECREASED
Shares9,162 from 9,567
Change-405 (-4%)
Value$2.9M (-$714.2K)
Filed 2026-11-04
Portfolio Design Labs, LLC
DECREASED
Shares9,125 from 9,179
Change-54 (-1%)
Value$2.8M (-$580.8K)
Filed 2026-11-04
Millennium Capital Advisors, LLC
DECREASED
Shares9,082 from 9,096
Change-14 (0%)
Value$2.8M (-$563.4K)
Filed 2026-10-16
Moody National Bank Trust Division
DECREASED
Shares9,076 from 9,136
Change-60 (-1%)
Value$2.8M (-$580.1K)
Filed 2026-10-06
Accurate Wealth Management, LLC
INCREASED
Shares9,057 from 8,822
Change+235 (+3%)
Value$2.8M (-$383.5K)
Filed 2026-10-20
Joel Isaacson & Co., LLC
INCREASED
Shares9,047 from 8,688
Change+359 (+4%)
Value$2.8M (-$421.8K)
Filed 2026-11-05
Profund Advisors LLC
DECREASED
Shares9,027 from 10,457
Change-1,430 (-14%)
Value$2.8M (-$1.1M)
Filed 2026-10-29
Philadelphia Trust Co
UNCHANGED
Shares9,025 from 9,025
Change0 (0%)
Value$2.8M (-$555.0K)
Filed 2026-11-05
Consilium Wealth Advisory, LLC
INCREASED
Shares8,961 from 8,939
Change+22 (+0%)
Value$2.8M (-$542.5K)
Filed 2026-10-14
Roman Butler Fullerton & Co
DECREASED
Shares8,909 from 10,365
Change-1,456 (-14%)
Value$2.8M (-$889.7K)
Filed 2026-10-27
Hunter Associates Investment Management LLC
INCREASED
Shares8,836 from 8,810
Change+26 (+0%)
Value$2.8M (-$531.0K)
Filed 2026-10-26
Washington Trust Co
DECREASED
Shares8,835 from 8,988
Change-153 (-2%)
Value$2.8M (-$600.0K)
Filed 2026-10-22
American State Bank (Iowa)
INCREASED
Shares8,819 from 8,478
Change+341 (+4%)
Value$2.8M (-$414.4K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares8,791 from 8,275
Change+516 (+6%)
Value$2.7M (-$347.3K)
Filed 2026-11-02
Old National Bancorp
INCREASED
Shares8,721 from 8,573
Change+148 (+2%)
Value$2.7M (-$480.5K)
Filed 2026-10-20
Valley National Advisers Inc
INCREASED
Shares8,681 from 1,698
Change+6,983 (+411%)
Value$2.7M (+$2.1M)
Filed 2026-10-23
Wealth Dimensions Group, Ltd.
INCREASED
Shares8,674 from 8,654
Change+20 (+0%)
Value$2.7M (-$525.6K)
Filed 2026-11-02
Slocum, Gordon & Co LLP
DECREASED
Shares8,672 from 9,209
Change-537 (-6%)
Value$2.7M (-$733.5K)
Filed 2026-10-19
Axxion S.A.
UNCHANGED
Shares8,671 from 8,671
Change0 (0%)
Value$2.7M (-$532.7K)
Filed 2026-10-22
Wynn Capital, LLC
DECREASED
Shares8,658 from 8,870
Change-212 (-2%)
Value$2.7M (-$611.2K)
Filed 2026-10-13
Segment Wealth Management, LLC
UNCHANGED
Shares8,591 from 8,591
Change0 (0%)
Value$2.7M (-$527.8K)
Filed 2026-10-26
S.A. Mason LLC
UNCHANGED
Shares8,562 from 8,562
Change0 (0%)
Value$2.7M (-$526.0K)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED
Shares8,552 from 9,462
Change-910 (-10%)
Value$2.7M (-$865.4K)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED
Shares8,518 from 8,347
Change+171 (+2%)
Value$2.7M (-$459.4K)
Filed 2026-10-14
Central Pacific Bank - Trust Division
DECREASED
Shares8,499 from 10,584
Change-2,085 (-20%)
Value$2.7M (-$1.3M)
Filed 2026-10-06
Sanders Morris Harris LLC
NEW
Shares8,497
Change+8,497
Value$2.7M
Filed 2026-10-14
Atlas Brown,Inc.
DECREASED
Shares8,482 from 8,501
Change-19 (0%)
Value$2.6M (-$528.2K)
Filed 2026-10-09
Vivid Wealth Management, LLC
DECREASED
Shares8,471 from 8,601
Change-130 (-2%)
Value$2.6M (-$569.0K)
Filed 2026-10-27
Nations Financial Group Inc,
DECREASED
Shares8,453 from 8,574
Change-121 (-1%)
Value$2.6M (-$564.6K)
Filed 2026-11-05
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares8,450 from 8,450
Change0 (0%)
Value$2.6M (-$519.2K)
Filed 2026-10-13
Everett Harris & Co
DECREASED
Shares8,374 from 8,462
Change-88 (-1%)
Value$2.6M (-$547.4K)
Filed 2026-10-28
Victrix Investment Advisors
INCREASED
Shares8,347 from 7,890
Change+457 (+6%)
Value$2.6M (-$342.1K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED
Shares8,342 from 7,993
Change+349 (+4%)
Value$2.6M (-$382.0K)
Filed 2026-10-08
Connecticut Wealth Management, LLC
INCREASED
Shares8,334 from 8,207
Change+127 (+2%)
Value$2.6M (-$464.9K)
Filed 2026-10-13
Parsons Capital Management Inc
INCREASED
Shares8,331 from 8,043
Change+288 (+4%)
Value$2.6M (-$404.2K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares8,183 from 7,932
Change+251 (+3%)
Value$2.6M (-$408.9K)
Filed 2026-11-03
Novem Group
INCREASED
Shares8,174 from 7,049
Change+1,125 (+16%)
Value$2.6M (-$81.8K)
Filed 2026-10-19
PDS Planning, Inc
DECREASED
Shares8,172 from 8,502
Change-330 (-4%)
Value$2.6M (-$625.4K)
Filed 2026-11-03
Nfsg Corp
DECREASED
Shares8,155 from 14,699
Change-6,544 (-45%)
Value$2.5M (-$2.9M)
Filed 2026-10-15
PVG Asset Management Corp
DECREASED
Shares8,154 from 8,221
Change-67 (-1%)
Value$2.5M (-$526.0K)
Filed 2026-10-19
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares8,110 from 8,550
Change-440 (-5%)
Value$2.5M (-$662.7K)
Filed 2026-10-29
TD Private Client Wealth LLC
DECREASED
Shares8,070 from 8,449
Change-379 (-4%)
Value$2.5M (-$637.5K)
Filed 2026-10-28
Woodstock Corp
DECREASED
Shares7,950 from 8,422
Change-472 (-6%)
Value$2.5M (-$664.8K)
Filed 2026-10-13
Farmers & Merchants Investments Inc
DECREASED
Shares7,924 from 7,939
Change-15 (0%)
Value$2.5M (-$492.5K)
Filed 2026-10-22
Sentry LLC
UNCHANGED
Shares7,919 from 7,919
Change0 (0%)
Value$2.5M (-$486.5K)
Filed 2026-10-30
RFG Advisory, LLC
DECREASED
Shares7,888 from 7,973
Change-85 (-1%)
Value$2.5M (-$516.6K)
Filed 2026-11-03
Hall Laurie J Trustee
DECREASED
Shares7,875 from 7,885
Change-10 (0%)
Value$2.5M (-$487.6K)
Filed 2026-10-06
Park National Corp
DECREASED
Shares7,870 from 8,572
Change-702 (-8%)
Value$2.5M (-$745.9K)
Filed 2026-10-05
NTV Asset Management LLC
INCREASED
Shares7,836 from 7,831
Change+5 (+0%)
Value$2.4M (-$479.2K)
Filed 2026-10-23
Community Bank of Raymore
UNCHANGED
Shares7,825 from 7,825
Change0 (0%)
Value$2.4M (-$480.8K)
Filed 2026-10-23
Harfst & Associates, Inc.
INCREASED
Shares7,805 from 7,788
Change+17 (+0%)
Value$2.4M (-$473.1K)
Filed 2026-10-20
Valley Brook Capital Group, Inc.
INCREASED
Shares7,787 from 7,717
Change+70 (+1%)
Value$2.4M (-$452.3K)
Filed 2026-10-26
Pegasus Asset Management, Inc.
INCREASED
Shares7,784 from 7,560
Change+224 (+3%)
Value$2.4M (-$394.5K)
Filed 2026-11-03
Clear Harbor Asset Management, LLC
INCREASED
Shares7,760 from 2,446
Change+5,314 (+217%)
Value$2.4M (+$1.5M)
Filed 2026-11-05
Chilton Capital Management LLC
INCREASED
Shares7,730 from 7,613
Change+117 (+2%)
Value$2.4M (-$431.2K)
Filed 2026-10-28
Birch Hill Investment Advisors LLC
UNCHANGED
Shares7,686 from 7,686
Change0 (0%)
Value$2.4M (-$472.2K)
Filed 2026-10-16
Courier Capital LLC
DECREASED
Shares7,635 from 7,976
Change-341 (-4%)
Value$2.4M (-$596.6K)
Filed 2026-10-19
KCM Investment Advisors LLC
INCREASED
Shares7,624 from 7,089
Change+535 (+8%)
Value$2.4M (-$268.4K)
Filed 2026-10-27
RDA Financial Network
INCREASED
Shares7,618 from 7,605
Change+13 (+0%)
Value$2.4M (-$463.2K)
Filed 2026-10-15
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares7,535 from 7,819
Change-284 (-4%)
Value$2.4M (-$569.1K)
Filed 2026-10-26
Burke & Herbert Bank & Trust Co
INCREASED
Shares7,505 from 7,331
Change+174 (+2%)
Value$2.3M (-$396.1K)
Filed 2026-11-02
Alta Advisers Ltd
INCREASED
Shares7,471 from 3,979
Change+3,492 (+88%)
Value$2.3M (+$846.0K)
Filed 2026-11-02
Lighthouse Financial LLC
UNCHANGED
Shares7,422 from 7,422
Change0 (0%)
Value$2.3M (-$456.0K)
Filed 2026-10-23
Harvey Investment Co LLC
UNCHANGED
Shares7,343 from 7,343
Change0 (0%)
Value$2.3M (-$451.0K)
Filed 2026-10-20
Jefferies Financial Group Inc.
DECREASED
Shares7,325 from 35,301
Change-27,976 (-79%)
Value$2.3M (-$10.9M)
Filed 2026-11-05
SYM Financial Corp
INCREASED
Shares7,259 from 7,079
Change+180 (+3%)
Value$2.3M (-$378.6K)
Filed 2026-10-26
BIP Wealth, LLC
DECREASED
Shares7,251 from 7,756
Change-505 (-7%)
Value$2.3M (-$634.3K)
Filed 2026-10-22
Howard Capital Management, LLC
DECREASED
Shares7,250 from 7,330
Change-80 (-1%)
Value$2.3M (-$475.4K)
Filed 2026-10-16
Wespac Advisors SoCal, LLC
DECREASED
Shares7,226 from 7,372
Change-146 (-2%)
Value$2.3M (-$498.5K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares7,215 from 9,548
Change-2,333 (-24%)
Value$2.3M (-$1.3M)
Filed 2026-10-28
Chickasaw Capital Management LLC
DECREASED
Shares7,203 from 7,968
Change-765 (-10%)
Value$2.2M (+$2.2M)
Filed 2026-10-08
Voisard Asset Management Group, Inc.
INCREASED
Shares7,195 from 6,300
Change+895 (+14%)
Value$2.2M (-$107.8K)
Filed 2026-10-13
Parisi Gray Wealth Management
INCREASED
Shares7,092 from 6,961
Change+131 (+2%)
Value$2.2M (-$386.7K)
Filed 2026-10-16
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares7,091 from 6,828
Change+263 (+4%)
Value$2.2M (-$337.6K)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares7,069 from 5,937
Change+1,132 (+19%)
Value$2.1M (+$35.3K)
Filed 2026-11-03
New England Research & Management, Inc.
INCREASED
Shares7,051 from 4,961
Change+2,090 (+42%)
Value$2.2M (+$347.9K)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED
Shares7,010 from 6,313
Change+697 (+11%)
Value$2.1M (-$123.9K)
Filed 2026-10-13
Congress Asset Management Co
NEW
Shares7,007
Change+7,007
Value$2.2M
Filed 2026-10-06
Lifestyle Asset Management, Inc.
INCREASED
Shares6,992 from 6,771
Change+221 (+3%)
Value$2.2M (-$346.9K)
Filed 2026-10-20
MFG Wealth Management, Inc.
DECREASED
Shares6,917 from 7,218
Change-301 (-4%)
Value$2.2M (-$537.4K)
Filed 2026-10-09
Central Bank & Trust Co
INCREASED
Shares6,863 from 5,530
Change+1,333 (+24%)
Value$2.1M (+$76.5K)
Filed 2026-10-09
Avantax Planning Partners, Inc.
INCREASED
Shares6,852 from 6,498
Change+354 (+5%)
Value$2.1M (-$289.0K)
Filed 2026-11-03
Breakwater Capital Group
DECREASED
Shares6,851 from 7,513
Change-662 (-9%)
Value$2.1M (-$668.3K)
Filed 2026-10-09
Integrity Alliance, Llc.
INCREASED
Shares6,774 from 6,634
Change+140 (+2%)
Value$2.1M (-$363.9K)
Filed 2026-10-29
Fragasso Financial Advisors Inc
DECREASED
Shares6,771 from 7,323
Change-552 (-8%)
Value$2.1M (-$650.0K)
Filed 2026-10-13
180 Wealth Advisors, LLC
INCREASED
Shares6,760 from 6,724
Change+36 (+1%)
Value$2.1M (-$401.9K)
Filed 2026-11-03
Hanson & Doremus Investment Management
DECREASED
Shares6,728 from 6,747
Change-19 (0%)
Value$2.1M (-$421.0K)
Filed 2026-10-16
Parrish Capital LLC
DECREASED
Shares6,677 from 7,059
Change-382 (-5%)
Value$2.1M (-$553.0K)
Filed 2026-10-01
Aljian Capital Management, LLC
INCREASED
Shares6,670 from 6,662
Change+8 (+0%)
Value$2.1M (-$407.0K)
Filed 2026-10-28
Nvwm, LLC
DECREASED
Shares6,636 from 6,661
Change-25 (0%)
Value$2.1M (-$417.1K)
Filed 2026-10-14
Advisory Resource Group
DECREASED
Shares6,623 from 6,987
Change-364 (-5%)
Value$2.1M (-$542.8K)
Filed 2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED
Shares6,595 from 5,223
Change+1,372 (+26%)
Value$2.1M (+$107.6K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares6,578 from 6,627
Change-49 (-1%)
Value$2.1M (-$422.4K)
Filed 2026-10-27
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares6,565 from 6,692
Change-127 (-2%)
Value$2.1M (-$450.8K)
Filed 2026-11-02
Advisor OS, LLC
INCREASED
Shares6,509 from 5,793
Change+716 (+12%)
Value$2.0M (-$132.4K)
Filed 2026-11-03
Ignite Planners, LLC
INCREASED
Shares6,409 from 5,995
Change+414 (+7%)
Value$2.0M (-$239.1K)
Filed 2026-10-14
Meitav Investment House LTD
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$2.0M (-$393.2K)
Filed 2026-10-28
Caldwell Trust Co
INCREASED
Shares6,398 from 6,057
Change+341 (+6%)
Value$2.0M (-$265.7K)
Filed 2026-10-30
Silverberg Bernstein Capital Management LLC
UNCHANGED
Shares6,388 from 6,388
Change0 (0%)
Value$2.0M (-$392.5K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares6,365 from 6,293
Change+72 (+1%)
Value$2.0M (-$364.2K)
Filed 2026-10-14
Parcion Private Wealth LLC
INCREASED
Shares6,361 from 6,025
Change+336 (+6%)
Value$2.0M (-$265.2K)
Filed 2026-10-28
First Financial Bank - Trust Division
DECREASED
Shares6,343 from 6,351
Change-8 (0%)
Value$2.0M (-$392.7K)
Filed 2026-10-01
CWC Advisors, Llc.
INCREASED
Shares6,332 from 6,200
Change+132 (+2%)
Value$2.0M (-$339.7K)
Filed 2026-10-15
Howland Capital Management LLC
DECREASED
Shares6,322 from 6,363
Change-41 (-1%)
Value$2.0M (-$403.7K)
Filed 2026-10-22
MTM Investment Management, LLC
INCREASED
Shares6,319 from 6,316
Change+3 (+0%)
Value$2.0M (-$387.1K)
Filed 2026-10-30
Anchyra Partners LLC
INCREASED
Shares6,308 from 6,013
Change+295 (+5%)
Value$2.0M (-$277.3K)
Filed 2026-10-13
BAR Harbor Wealth Management
INCREASED
Shares6,265 from 5,884
Change+381 (+6%)
Value$2.0M (-$242.5K)
Filed 2026-10-21
Tableaux LLC
INCREASED
Shares6,214 from 6,057
Change+157 (+3%)
Value$1.9M (-$323.1K)
Filed 2026-10-23
Strategic Blueprint, LLC
INCREASED
Shares6,196 from 6,178
Change+18 (+0%)
Value$1.9M (-$374.1K)
Filed 2026-10-22
XML Financial, LLC
DECREASED
Shares6,192 from 7,233
Change-1,041 (-14%)
Value$1.9M (-$769.6K)
Filed 2026-10-29
Argyle Capital Management, LLC
DECREASED
Shares6,185 from 6,272
Change-87 (-1%)
Value$1.9M (-$412.5K)
Filed 2026-10-28
Sovran Advisors, LLC
INCREASED
Shares6,148 from 4,914
Change+1,234 (+25%)
Value$1.9M (+$137.8K)
Filed 2026-11-02
Cohen Capital Management, Inc.
UNCHANGED
Shares6,131 from 6,131
Change0 (0%)
Value$1.9M (-$376.7K)
Filed 2026-10-14
Monarch Capital Management Inc
DECREASED
Shares6,128 from 6,368
Change-240 (-4%)
Value$1.9M (-$466.2K)
Filed 2026-10-19
Cornerstone Wealth Group, LLC
INCREASED
Shares6,113 from 6,042
Change+71 (+1%)
Value$1.9M (-$349.2K)
Filed 2026-11-02
Secure Asset Management, LLC
DECREASED
Shares6,108 from 6,201
Change-93 (-1%)
Value$1.9M (-$410.2K)
Filed 2026-10-19
SteelPeak Wealth, LLC
INCREASED
Shares6,048 from 5,554
Change+494 (+9%)
Value$1.9M (-$187.2K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares6,028 from 6,059
Change-31 (-1%)
Value$1.9M (-$382.1K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares6,015 from 5,951
Change+64 (+1%)
Value$1.9M (-$345.9K)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares5,997 from 5,502
Change+495 (+9%)
Value$1.9M (-$183.5K)
Filed 2026-10-15
Park Edge Advisors, LLC
DECREASED
Shares5,997 from 6,318
Change-321 (-5%)
Value$1.9M (-$488.4K)
Filed 2026-10-28
Fagan Associates, Inc.
INCREASED
Shares5,984 from 5,906
Change+78 (+1%)
Value$1.9M (-$338.4K)
Filed 2026-10-13
Aries Wealth Management
UNCHANGED
Shares5,984 from 5,984
Change0 (0%)
Value$1.9M (-$367.7K)
Filed 2026-10-23
Forum Financial Management, LP
DECREASED
Shares5,947 from 7,084
Change-1,137 (-16%)
Value$1.9M (-$790.3K)
Filed 2026-10-16
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares5,922 from 5,612
Change+310 (+6%)
Value$1.8M (-$248.0K)
Filed 2026-10-20
Stableford Capital II LLC
INCREASED
Shares5,876 from 4,966
Change+910 (+18%)
Value$1.8M (-$20.9K)
Filed 2026-10-09
National Wealth Management Group, LLC
DECREASED
Shares5,874 from 5,925
Change-51 (-1%)
Value$1.8M (-$379.9K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares5,872 from 5,534
Change+338 (+6%)
Value$1.8M (-$234.4K)
Filed 2026-10-20
Form Wealth Advisors, LLC
INCREASED
Shares5,833 from 5,832
Change+1 (+0%)
Value$1.8M (-$358.0K)
Filed 2026-10-13
Columbia Asset Management
DECREASED
Shares5,828 from 6,153
Change-325 (-5%)
Value$1.8M (-$479.6K)
Filed 2026-10-19
Certified Advisory Corp
DECREASED
Shares5,817 from 5,893
Change-76 (-1%)
Value$1.8M (-$385.9K)
Filed 2026-10-29
Curated Wealth Partners LLC
INCREASED
Shares5,816 from 2,227
Change+3,589 (+161%)
Value$1.8M (+$984.0K)
Filed 2026-10-15
Curbstone Financial Management Corp
DECREASED
Shares5,812 from 5,962
Change-150 (-3%)
Value$1.8M (-$413.1K)
Filed 2026-10-21
Wilkins Investment Counsel Inc
UNCHANGED
Shares5,812 from 5,812
Change0 (0%)
Value$1.8M (-$357.1K)
Filed 2026-11-03
Traphagen Investment Advisors LLC
INCREASED
Shares5,808 from 5,727
Change+81 (+1%)
Value$1.8M (-$326.8K)
Filed 2026-10-14
Kathmere Capital Management, LLC
INCREASED
Shares5,805 from 4,877
Change+928 (+19%)
Value$1.8M (-$10.0K)
Filed 2026-10-20
Gibbs Wealth Management
INCREASED
Shares5,792 from 3,885
Change+1,907 (+49%)
Value$1.8M (+$356.8K)
Filed 2026-10-22
Lantz Financial LLC
DECREASED
Shares5,781 from 5,808
Change-27 (0%)
Value$1.8M (-$365.3K)
Filed 2026-10-15
MBL Wealth, LLC
INCREASED
Shares5,746 from 4,811
Change+935 (+19%)
Value$1.8M (-$3.5K)
Filed 2026-10-22
Old Port Advisors
DECREASED
Shares5,684 from 5,688
Change-4 (0%)
Value$1.8M (-$350.7K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
INCREASED
Shares5,679 from 5,677
Change+2 (+0%)
Value$1.8M (-$348.2K)
Filed 2026-10-15
Summit Global Investments
INCREASED
Shares5,645 from 2,902
Change+2,743 (+95%)
Value$1.8M (+$679.0K)
Filed 2026-10-28
Andrew Hill Investment Advisors, Inc.
DECREASED
Shares5,597 from 17,642
Change-12,045 (-68%)
Value$1.7M (-$4.8M)
Filed 2026-10-22
AGF Management LTD
DECREASED
Shares5,572 from 10,467
Change-4,895 (-47%)
Value$1.7M (-$2.2M)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,561 from 5,404
Change+157 (+3%)
Value$1.7M (-$283.3K)
Filed 2026-10-13
Northside Capital Management, LLC
INCREASED
Shares5,556 from 5,408
Change+148 (+3%)
Value$1.7M (-$286.0K)
Filed 2026-10-13
Cyr Financial Inc.
INCREASED
Shares5,528 from 5,175
Change+353 (+7%)
Value$1.7M (-$207.7K)
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
DECREASED
Shares5,510 from 6,235
Change-725 (-12%)
Value$1.7M (-$609.5K)
Filed 2026-11-02
Herold Advisors, Inc.
INCREASED
Shares5,502 from 5,158
Change+344 (+7%)
Value$1.7M (-$206.9K)
Filed 2026-10-19
Cullinan Associates Inc
INCREASED
Shares5,462 from 5,176
Change+286 (+6%)
Value$1.7M (-$228.7K)
Filed 2026-11-03
Wiregrass Investment Management LLC
INCREASED
Shares5,446 from 1,799
Change+3,647 (+203%)
Value$1.7M (+$1.0M)
Filed 2026-11-05
Harbor Investment Advisory, LLC
INCREASED
Shares5,424 from 4,878
Change+546 (+11%)
Value$1.7M (-$129.2K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares5,423 from 5,704
Change-281 (-5%)
Value$1.7M (-$438.2K)
Filed 2026-10-05
Accredited Investors Inc.
DECREASED
Shares5,405 from 5,630
Change-225 (-4%)
Value$1.7M (-$416.1K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares5,399 from 5,399
Change0 (0%)
Value$1.7M (-$331.7K)
Filed 2026-11-02
AA Financial Advisors, LLC
DECREASED
Shares5,383 from 5,483
Change-100 (-2%)
Value$1.7M (-$368.1K)
Filed 2026-10-19
Washington Trust Advisors, Inc.
DECREASED
Shares5,358 from 5,601
Change-243 (-4%)
Value$1.7M (-$420.0K)
Filed 2026-10-22
Portside Wealth Group, LLC
INCREASED
Shares5,333 from 4,932
Change+401 (+8%)
Value$1.7M (-$177.7K)
Filed 2026-10-20
Bath Savings Trust Co
DECREASED
Shares5,322 from 5,348
Change-26 (0%)
Value$1.7M (-$336.7K)
Filed 2026-10-07
Cooper Financial Group
INCREASED
Shares5,294 from 5,189
Change+105 (+2%)
Value$1.7M (-$286.0K)
Filed 2026-10-07
Capital Investment Advisory Services, LLC
DECREASED
Shares5,288 from 5,323
Change-35 (-1%)
Value$1.7M (-$337.4K)
Filed 2026-10-30
Silverlake Wealth Management LLC
INCREASED
Shares5,250 from 5,242
Change+8 (+0%)
Value$1.6M (-$319.8K)
Filed 2026-10-21
Dudley Capital Management, LLC
DECREASED
Shares5,245 from 5,685
Change-440 (-8%)
Value$1.6M (-$486.7K)
Filed 2026-10-23
Ascentis Independent Advisors
INCREASED
Shares5,189 from 70
Change+5,119 (+7313%)
Value$1.6M (+$1.6M)
Filed 2026-11-03
Annex Advisory Services, LLC
DECREASED
Shares5,184 from 5,373
Change-189 (-4%)
Value$1.6M (-$389.2K)
Filed 2026-10-16
Facet Wealth, Inc.
INCREASED
Shares5,163 from 4,156
Change+1,007 (+24%)
Value$1.6M (+$59.2K)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares5,142 from 6,389
Change-1,247 (-20%)
Value$1.6M (-$781.7K)
Filed 2026-11-02
South Shore Capital Advisors
NEW
Shares5,139
Change+5,139
Value$220.1K
Filed 2026-10-20
McAdam, LLC
INCREASED
Shares5,097 from 4,837
Change+260 (+5%)
Value$1.6M (-$215.8K)
Filed 2026-10-21
Moneco Advisors, LLC
INCREASED
Shares5,091 from 5,045
Change+46 (+1%)
Value$1.6M (-$295.3K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,083 from 5,030
Change+53 (+1%)
Value$1.6M (-$292.5K)
Filed 2026-10-27
Founders Financial Securities LLC
INCREASED
Shares5,081 from 4,901
Change+180 (+4%)
Value$1.6M (-$244.9K)
Filed 2026-10-28
Formidable Asset Management, LLC
DECREASED
Shares5,065 from 5,243
Change-178 (-3%)
Value$1.9M (+$405.2K)
Filed 2026-11-03
First National Trust Co
INCREASED
Shares5,053 from 4,095
Change+958 (+23%)
Value$1.6M (+$47.6K)
Filed 2026-10-28
Towne Trust Company, N.a
DECREASED
Shares5,050 from 5,470
Change-420 (-8%)
Value$1.6M (-$467.2K)
Filed 2026-10-28
Focused Alpha, LLC
INCREASED
Shares5,047 from 3,831
Change+1,216 (+32%)
Value$1.6M (+$144.1K)
Filed 2026-10-20
Benin Management Corp
DECREASED
Shares5,046 from 5,263
Change-217 (-4%)
Value$1.6M (-$391.1K)
Filed 2026-10-22
Formuepleje A/S
DECREASED
Shares5,025 from 7,703
Change-2,678 (-35%)
Value$1.6M (-$1.3M)
Filed 2026-10-15
Mitsubishi UFJ Asset Management (UK) Ltd.
NEW
Shares5,000
Change+5,000
Value$1.6M
Filed 2026-10-22
Washburn Capital Management, Inc.
DECREASED
Shares4,964 from 5,019
Change-55 (-1%)
Value$1.6M (-$325.5K)
Filed 2026-10-19
Trust Point Inc.
INCREASED
Shares4,909 from 4,372
Change+537 (+12%)
Value$1.5M (-$100.9K)
Filed 2026-10-27
Avity Investment Management Inc.
INCREASED
Shares4,903 from 4,341
Change+562 (+13%)
Value$1.5M (-$91.2K)
Filed 2026-10-09
First Horizon Corp
INCREASED
Shares4,874 from 4,133
Change+741 (+18%)
Value$1.5M (-$22.5K)
Filed 2026-10-26
Trust Co of Toledo NA
INCREASED
Shares4,844 from 4,722
Change+122 (+3%)
Value$1.5M (-$252.0K)
Filed 2026-10-16
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares4,841 from 4,841
Change0 (0%)
Value$1.5M (-$297.3K)
Filed 2026-10-28
Vista Investment Partners LLC
INCREASED
Shares4,822 from 4,820
Change+2 (+0%)
Value$1.5M (-$295.5K)
Filed 2026-10-08
Hilton Head Capital Partners, LLC
DECREASED
Shares4,811 from 5,151
Change-340 (-7%)
Value$1.5M (-$422.3K)
Filed 2026-10-23
Xcel Wealth Management, LLC
DECREASED
Shares4,811 from 4,836
Change-25 (-1%)
Value$1.5M (-$304.9K)
Filed 2026-10-26
Meadowbrook Wealth Management, LLC
DECREASED
Shares4,795 from 6,250
Change-1,455 (-23%)
Value$1.5M (-$838.4K)
Filed 2026-10-08
HCR Wealth Advisors
INCREASED
Shares4,789 from 3,361
Change+1,428 (+42%)
Value$1.5M (+$239.3K)
Filed 2026-10-15
Integrated Advisors Network LLC
DECREASED
Shares4,761 from 4,910
Change-149 (-3%)
Value$1.5M (-$348.1K)
Filed 2026-10-20
Acorn Financial Advisory Services Inc
INCREASED
Shares4,730 from 4,673
Change+57 (+1%)
Value$1.5M (-$269.3K)
Filed 2026-11-02
Hengehold Capital Management LLC
DECREASED
Shares4,712 from 4,918
Change-206 (-4%)
Value$1.5M (-$366.5K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares4,707 from 4,559
Change+148 (+3%)
Value$1.5M (-$233.9K)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares4,669 from 4,631
Change+38 (+1%)
Value$1.5M (-$272.9K)
Filed 2026-11-05
Elyxium Wealth, LLC
INCREASED
Shares4,649 from 4,631
Change+18 (+0%)
Value$1.5M (-$278.9K)
Filed 2026-10-27
China Universal Asset Management Co., Ltd.
INCREASED
Shares4,641 from 4,084
Change+557 (+14%)
Value$1.5M (-$51.0K)
Filed 2026-10-28
Merrion Investment Management Co, LLC
DECREASED
Shares4,615 from 4,675
Change-60 (-1%)
Value$1.4M (-$306.0K)
Filed 2026-10-16
Wealth Science Advisors LLC
DECREASED
Shares4,598 from 5,661
Change-1,063 (-19%)
Value$1.4M (-$679.8K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares4,586 from 4,102
Change+484 (+12%)
Value$1.4M (-$100.9K)
Filed 2026-10-29
Allegheny Financial Group
DECREASED
Shares4,580 from 4,587
Change-7 (0%)
Value$1.4M (-$284.1K)
Filed 2026-11-05
Claro Advisors Inc.
INCREASED
Shares4,578 from 3,988
Change+590 (+15%)
Value$1.4M (-$61.1K)
Filed 2026-11-02
Montag A & Associates Inc
INCREASED
Shares4,512 from 2,913
Change+1,599 (+55%)
Value$1.4M (+$320.3K)
Filed 2026-10-29
Beacon Bank & Trust
DECREASED
Shares4,505 from 4,510
Change-5 (0%)
Value$1.4M (-$278.7K)
Filed 2026-10-27
Global Financial Private Client, LLC
INCREASED
Shares4,502 from 3,918
Change+584 (+15%)
Value$1.4M (-$58.3K)
Filed 2026-10-15
Triad Wealth Partners, LLC
INCREASED
Shares4,482 from 4,242
Change+240 (+6%)
Value$1.4M (-$165.3K)
Filed 2026-10-26
Childress Capital Advisors, LLC
INCREASED
Shares4,478 from 4,179
Change+299 (+7%)
Value$1.4M (-$163.3K)
Filed 2026-10-28
DLK Investment Management, LLC
DECREASED
Shares4,467 from 5,981
Change-1,514 (-25%)
Value$1.4M (+$444.2K)
Filed 2026-10-09
Cullen Investment Group, Ltd.
INCREASED
Shares4,455 from 4,446
Change+9 (+0%)
Value$1.4M (-$286.7K)
Filed 2026-10-13
Weaver Consulting Group
INCREASED
Shares4,396 from 4,373
Change+23 (+1%)
Value$1.4M (-$261.5K)
Filed 2026-10-07
Ameliora Wealth Management Ltd.
UNCHANGED
Shares4,381 from 4,381
Change0 (0%)
Value$1.4M (-$269.2K)
Filed 2026-10-23
Key FInancial Inc
DECREASED
Shares4,345 from 4,353
Change-8 (0%)
Value$1.4M (-$269.9K)
Filed 2026-11-02
First Bancorp, Inc
DECREASED
Shares4,326 from 4,404
Change-78 (-2%)
Value$1.4M (-$294.9K)
Filed 2026-10-26
Fortem Financial Group, LLC
INCREASED
Shares4,300 from 4,250
Change+50 (+1%)
Value$1.3M (-$245.5K)
Filed 2026-10-20
Genesee Capital Advisors, LLC
DECREASED
Shares4,288 from 4,416
Change-128 (-3%)
Value$1.3M (-$311.2K)
Filed 2026-10-20
TCI Wealth Advisors, Inc.
INCREASED
Shares4,252 from 4,112
Change+140 (+3%)
Value$1.3M (-$208.9K)
Filed 2026-10-30
Moss Adams Wealth Advisors LLC
DECREASED
Shares4,239 from 4,944
Change-705 (-14%)
Value$1.3M (-$523.9K)
Filed 2026-10-28
Evermay Wealth Management LLC
DECREASED
Shares4,231 from 4,277
Change-46 (-1%)
Value$1.3M (-$277.1K)
Filed 2026-11-05
Barings LLC
INCREASED
Shares4,230 from 4,025
Change+205 (+5%)
Value$1.3M (-$183.3K)
Filed 2026-10-22
Landmark Wealth Management, LLC
UNCHANGED
Shares4,221 from 4,221
Change0 (0%)
Value$1.3M (-$259.3K)
Filed 2026-11-03
Crew Capital Management, Ltd
INCREASED
Shares4,202 from 3,701
Change+501 (+14%)
Value$1.3M (-$70.9K)
Filed 2026-10-28
Paragon Private Wealth Management, LLC
DECREASED
Shares4,200 from 5,091
Change-891 (-17%)
Value$1.3M (-$591.5K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
INCREASED
Shares4,196 from 3,917
Change+279 (+7%)
Value$1.3M (-$153.5K)
Filed 2026-10-26
Bison Wealth, LLC
INCREASED
Shares4,186 from 3,238
Change+948 (+29%)
Value$1.3M (+$65.6K)
Filed 2026-10-13
Alhambra Investment Management LLC
DECREASED
Shares4,184 from 4,220
Change-36 (-1%)
Value$1.3M (-$270.5K)
Filed 2026-10-15
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares4,177 from 4,171
Change+6 (+0%)
Value$1.3M (-$254.4K)
Filed 2026-10-22
Investment Partners, Ltd.
INCREASED
Shares4,146 from 1,724
Change+2,422 (+140%)
Value$1.3M (+$650.5K)
Filed 2026-10-29
Regent Peak Wealth Advisors LLC
INCREASED
Shares4,136 from 4,064
Change+72 (+2%)
Value$1.3M (-$227.1K)
Filed 2026-10-13
Johnson & White Wealth Management, LLC
UNCHANGED
Shares4,136 from 4,136
Change0 (0%)
Value$1.3M (-$254.1K)
Filed 2026-11-03
Allen Investment Management, LLC
UNCHANGED
Shares4,121 from 4,121
Change0 (0%)
Value$1.3M (-$253.2K)
Filed 2026-11-03
Nixon Peabody Trust Co
INCREASED
Shares4,118 from 3,101
Change+1,017 (+33%)
Value$1.3M (+$127.1K)
Filed 2026-10-23
Miramontes Capital, LLC
INCREASED
Shares4,109 from 3,634
Change+475 (+13%)
Value$1.3M (-$74.9K)
Filed 2026-10-19
Realta Investment Advisors
INCREASED
Shares4,109 from 4,001
Change+108 (+3%)
Value$1.3M (-$212.1K)
Filed 2026-10-14
Dutch Asset Corp
INCREASED
Shares4,104 from 3,188
Change+916 (+29%)
Value$1.3M (+$90.2K)
Filed 2026-10-20
3Chopt Investment Partners, LLC
INCREASED
Shares4,097 from 3,723
Change+374 (+10%)
Value$1.3M (-$111.9K)
Filed 2026-10-30
Grant Private Wealth Management Inc
NEW
Shares4,075
Change+4,075
Value$1.3M
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED
Shares4,024 from 4,009
Change+15 (+0%)
Value$809.4K (-$303.9K)
Filed 2026-11-04
JB Capital LLC
INCREASED
Shares4,020 from 3,621
Change+399 (+11%)
Value$1.3M (-$98.2K)
Filed 2026-10-19
Aspiriant, LLC
INCREASED
Shares4,008 from 3,856
Change+152 (+4%)
Value$1.3M (-$189.6K)
Filed 2026-10-16
First National Bank Sioux Falls
INCREASED
Shares4,005 from 1,663
Change+2,342 (+141%)
Value$1.3M (+$754.7K)
Filed 2026-10-13
Revisor Wealth Management LLC
INCREASED
Shares3,997 from 3,935
Change+62 (+2%)
Value$1.3M (-$214.7K)
Filed 2026-10-20
AGP Franklin, LLC
DECREASED
Shares3,984 from 4,034
Change-50 (-1%)
Value$1.2M (-$263.7K)
Filed 2026-11-04
Carnegie Investment Counsel
INCREASED
Shares3,975 from 3,631
Change+344 (+9%)
Value$1.2M (-$115.9K)
Filed 2026-10-20
Walker Asset Management, LLC
INCREASED
Shares3,970 from 3,969
Change+1 (+0%)
Value$1.2M (-$243.4K)
Filed 2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED
Shares3,964 from 4,064
Change-100 (-2%)
Value$1.2M (-$280.8K)
Filed 2026-10-13
Mirador Capital Partners LP
INCREASED
Shares3,962 from 3,956
Change+6 (+0%)
Value$1.2M (-$241.3K)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
DECREASED
Shares3,959 from 4,116
Change-157 (-4%)
Value$1.2M (-$302.0K)
Filed 2026-10-30
Aspen Investment Management Inc
DECREASED
Shares3,959 from 4,086
Change-127 (-3%)
Value$1.2M (+$1.2M)
Filed 2026-11-05
HBW Advisory Services LLC
DECREASED
Shares3,956 from 4,027
Change-71 (-2%)
Value$1.2M (-$269.5K)
Filed 2026-10-15
Kingdom Financial Group Llc.
INCREASED
Shares3,951 from 3,532
Change+419 (+12%)
Value$1.2M (-$86.1K)
Filed 2026-11-04
Chung Wu Investment Group, LLC
UNCHANGED
Shares3,950 from 3,950
Change0 (0%)
Value$1.2M (-$242.7K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
INCREASED
Shares3,945 from 3,941
Change+4 (+0%)
Value$1.2M (-$240.9K)
Filed 2026-10-23
Sheets Smith Wealth Management
UNCHANGED
Shares3,937 from 3,937
Change0 (0%)
Value$1.2M (-$241.9K)
Filed 2026-10-16
Boit C F David
UNCHANGED
Shares3,936 from 3,936
Change0 (0%)
Value$1.2M (-$241.8K)
Filed 2026-10-29
North Star Investment Management Corp.
DECREASED
Shares3,925 from 4,001
Change-76 (-2%)
Value$1.2M (-$269.6K)
Filed 2026-10-27
Waters Parkerson & Co., LLC
INCREASED
Shares3,910 from 3,909
Change+1 (+0%)
Value$1.2M (-$239.8K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
INCREASED
Shares3,904 from 3,886
Change+18 (+0%)
Value$1.2M (-$233.3K)
Filed 2026-10-09
Tompkins Financial Corp
DECREASED
Shares3,903 from 3,983
Change-80 (-2%)
Value$1.2M (-$269.7K)
Filed 2026-10-05
Interchange Capital Partners, LLC
DECREASED
Shares3,900 from 4,001
Change-101 (-3%)
Value$1.2M (-$274.8K)
Filed 2026-10-28
Bingham Private Wealth, LLC
DECREASED
Shares3,892 from 4,006
Change-114 (-3%)
Value$1.2M (-$281.6K)
Filed 2026-11-05
Worth Asset Management, LLC
INCREASED
Shares3,862 from 2,407
Change+1,455 (+60%)
Value$1.2M (+$306.5K)
Filed 2026-10-07
Kelleher Financial Advisors
DECREASED
Shares3,858 from 4,416
Change-558 (-13%)
Value$1.2M (-$445.5K)
Filed 2026-10-30
Canopy Partners, LLC
INCREASED
Shares3,840 from 3,583
Change+257 (+7%)
Value$1.2M (-$139.9K)
Filed 2026-10-28
Magnus Financial Group LLC
INCREASED
Shares3,840 from 3,743
Change+97 (+3%)
Value$1.2M (-$199.7K)
Filed 2026-10-21
Orser Capital Management, LLC
DECREASED
Shares3,824 from 3,844
Change-20 (-1%)
Value$1.2M (-$242.4K)
Filed 2026-10-13
Exchange Bank
UNCHANGED
Shares3,819 from 3,819
Change0 (0%)
Value$1.2M (-$234.6K)
Filed 2026-10-07
Associated Banc-Corp
DECREASED
Shares3,811 from 3,936
Change-125 (-3%)
Value$1.2M (-$280.9K)
Filed 2026-10-30
Symmetry Partners, LLC
INCREASED
Shares3,794 from 3,702
Change+92 (+2%)
Value$1.2M (-$198.4K)
Filed 2026-10-27
Presilium Private Wealth, LLC
INCREASED
Shares3,787 from 3,160
Change+627 (+20%)
Value$1.2M (+$1.6K)
Filed 2026-10-26
Bailard, Inc.
INCREASED
Shares3,784 from 3,631
Change+153 (+4%)
Value$1.2M (-$175.3K)
Filed 2026-10-13
LexAurum Advisors, LLC
INCREASED
Shares3,781 from 3,768
Change+13 (+0%)
Value$1.2M (-$227.5K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares3,771 from 1,672
Change+2,099 (+126%)
Value$1.2M (+$552.9K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares3,769 from 893
Change+2,876 (+322%)
Value$1.2M (+$843.4K)
Filed 2026-10-30
Monte Financial Group, LLC
DECREASED
Shares3,766 from 3,827
Change-61 (-2%)
Value$1.2M (-$201.9K)
Filed 2026-11-02
Enterprise Financial Services Corp
INCREASED
Shares3,758 from 3,757
Change+1 (+0%)
Value$1.2M (-$230.5K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
INCREASED
Shares3,753 from 3,564
Change+189 (+5%)
Value$1.2M (-$159.9K)
Filed 2026-10-19
Clearwave Capital, LLC
INCREASED
Shares3,744 from 3,506
Change+238 (+7%)
Value$1.2M (-$141.2K)
Filed 2026-10-27
Lmcg Investments, LLC
UNCHANGED
Shares3,741 from 3,741
Change0 (0%)
Value$1.2M (-$229.8K)
Filed 2026-10-21
Stonehearth Capital Management, LLC
INCREASED
Shares3,725 from 2,839
Change+886 (+31%)
Value$1.2M (+$102.2K)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares3,714 from 3,409
Change+305 (+9%)
Value$1.2M (-$114.2K)
Filed 2026-10-15
Taylor Financial Group, Inc.
DECREASED
Shares3,709 from 4,187
Change-478 (-11%)
Value$1.2M (-$406.5K)
Filed 2026-11-02
Yoffe Investment Management, LLC
UNCHANGED
Shares3,685 from 3,685
Change0 (0%)
Value$1.2M (-$226.4K)
Filed 2026-11-02
Ervin Investment Management, LLC
INCREASED
Shares3,684 from 3,669
Change+15 (+0%)
Value$1.2M (-$220.7K)
Filed 2026-10-23
Whalen Wealth Management Inc.
INCREASED
Shares3,680 from 3,410
Change+270 (+8%)
Value$1.1M (-$125.4K)
Filed 2026-10-08
Moller Wealth Partners
DECREASED
Shares3,672 from 3,793
Change-121 (-3%)
Value$1.1M (-$270.8K)
Filed 2026-10-15
Orange Investment Advisors, Inc.
INCREASED
Shares3,666 from 3,640
Change+26 (+1%)
Value$1.1M (-$215.5K)
Filed 2026-10-23
Boston Trust Walden Corp
DECREASED
Shares3,660 from 4,089
Change-429 (-10%)
Value$1.1M (-$385.2K)
Filed 2026-10-30
Capital Asset Advisory Services LLC
DECREASED
Shares3,644 from 3,824
Change-180 (-5%)
Value$1.1M (-$359.7K)
Filed 2026-10-30
Appleton Partners Inc
DECREASED
Shares3,644 from 3,654
Change-10 (0%)
Value$1.1M (-$228.0K)
Filed 2026-10-30
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares3,616 from 4,160
Change-544 (-13%)
Value$1.1M (-$425.5K)
Filed 2026-11-02
Purus Wealth Management, LLC
DECREASED
Shares3,615 from 3,780
Change-165 (-4%)
Value$1.1M (-$283.9K)
Filed 2026-10-15
Capital Investment Counsel, Inc
INCREASED
Shares3,614 from 3,613
Change+1 (+0%)
Value$1.1M (-$221.8K)
Filed 2026-10-20
Oslo Pensjonsforsikring AS
UNCHANGED
Shares3,603 from 3,603
Change0 (0%)
Value$1.1M (-$221.4K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares3,595 from 3,595
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-26
M.E. Allison & Co., Inc.
UNCHANGED
Shares3,579 from 3,579
Change0 (0%)
Value$1.1M (-$219.8K)
Filed 2026-10-09
Verum Partners LLC
INCREASED
Shares3,573 from 3,528
Change+45 (+1%)
Value$1.1M (-$202.7K)
Filed 2026-10-21
Arsenal Capital Advisors LLC
INCREASED
Shares3,570 from 3,519
Change+51 (+1%)
Value$1.1M (-$200.1K)
Filed 2026-11-02
Grove Bank & Trust
UNCHANGED
Shares3,569 from 3,569
Change0 (0%)
Value$1.1M (-$219.3K)
Filed 2026-10-08
United Advisor Group, LLC
INCREASED
Shares3,553 from 3,338
Change+215 (+6%)
Value$1.1M (-$138.2K)
Filed 2026-11-03
XXI Wealth, LLC
INCREASED
Shares3,539 from 1,705
Change+1,834 (+108%)
Value$1.1M (+$468.0K)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares3,519 from 3,519
Change0 (0%)
Value$1.1M (-$216.0K)
Filed 2026-11-05
Vigilare Wealth Management
INCREASED
Shares3,513 from 3,379
Change+134 (+4%)
Value$1.1M (-$165.8K)
Filed 2026-10-29
Van Cleef Asset Management,Inc
UNCHANGED
Shares3,507 from 3,507
Change0 (0%)
Value$1.1M (-$215.5K)
Filed 2026-10-20
Wealth Effects LLC
INCREASED
Shares3,505 from 3,498
Change+7 (+0%)
Value$1.1M (-$213.0K)
Filed 2026-10-23
Wolff Wiese Magana LLC
INCREASED
Shares3,504 from 3,465
Change+39 (+1%)
Value$1.1M (-$200.6K)
Filed 2026-10-15
Searle & Co.
UNCHANGED
Shares3,495 from 3,495
Change0 (0%)
Value$1.1M (-$214.8K)
Filed 2026-11-04
Plan A Wealth LLC
DECREASED
Shares3,468 from 3,541
Change-73 (-2%)
Value$1.1M (-$240.4K)
Filed 2026-10-08
Pinion Investment Advisors, LLC
INCREASED
Shares3,449 from 3,258
Change+191 (+6%)
Value$1.1M (-$140.5K)
Filed 2026-11-04
Legacy Advisors, LLC
DECREASED
Shares3,446 from 3,862
Change-416 (-11%)
Value$1.1M (-$367.2K)
Filed 2026-10-19
Thompson Davis & Co., Inc.
UNCHANGED
Shares3,444 from 3,444
Change0 (0%)
Value$1.1M (-$211.6K)
Filed 2026-11-05
Essex Bank
DECREASED
Shares3,438 from 3,542
Change-104 (-3%)
Value$1.1M (-$250.1K)
Filed 2026-10-16
Excalibur Management Corp
INCREASED
Shares3,424 from 3,422
Change+2 (+0%)
Value$1.1M (-$209.6K)
Filed 2026-11-02
Fiduciary Alliance LLC
DECREASED
Shares3,418 from 3,716
Change-298 (-8%)
Value$1.1M (-$321.3K)
Filed 2026-10-13
Quintet Private Bank (Europe) S.A.
DECREASED
Shares3,417 from 4,963
Change-1,546 (-31%)
Value$1.1M (-$787.7K)
Filed 2026-10-08
Golden Reserve Retirement LLC
INCREASED
Shares3,412 from 2,935
Change+477 (+16%)
Value$1.1M (-$31.2K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares3,403 from 3,033
Change+370 (+12%)
Value$1.1M (-$70.8K)
Filed 2026-10-21
Sound Income Strategies, LLC
INCREASED
Shares3,401 from 2,778
Change+623 (+22%)
Value$1.0M (+$1.2K)
Filed 2026-10-09
Simon Quick Advisors, LLC
INCREASED
Shares3,391 from 2,447
Change+944 (+39%)
Value$1.1M (+$144.4K)
Filed 2026-10-26
First Interstate Bank
UNCHANGED
Shares3,384 from 3,384
Change0 (0%)
Value$1.1M (-$207.9K)
Filed 2026-10-23
Axiom Investment Management LLC
DECREASED
Shares3,359 from 3,668
Change-309 (-8%)
Value$1.0M (-$321.7K)
Filed 2026-11-03
Independent Investors Inc
UNCHANGED
Shares3,342 from 3,342
Change0 (0%)
Value$1.0M (-$205.3K)
Filed 2026-10-30
First Premier Bank
DECREASED
Shares3,328 from 3,418
Change-90 (-3%)
Value$1.0M (+$1.0M)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED
Shares3,322 from 3,498
Change-176 (-5%)
Value$1.0M (-$269.8K)
Filed 2026-10-26
First Bank & Trust
DECREASED
Shares3,320 from 3,369
Change-49 (-1%)
Value$1.0M (-$222.3K)
Filed 2026-10-19
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares3,318 from 3,567
Change-249 (-7%)
Value$1.0M (-$296.9K)
Filed 2026-10-16
Revolve Wealth Partners, LLC
INCREASED
Shares3,314 from 3,270
Change+44 (+1%)
Value$1.0M (-$187.2K)
Filed 2026-10-23
Greatmark Investment Partners, Inc.
INCREASED
Shares3,313 from 3,172
Change+141 (+4%)
Value$1.0M (-$150.9K)
Filed 2026-10-28
Davis Investment Partners, LLC
DECREASED
Shares3,312 from 4,649
Change-1,337 (-29%)
Value$1.0M (-$703.4K)
Filed 2026-11-05
Community Financial Services Group, LLC
INCREASED
Shares3,305 from 3,302
Change+3 (+0%)
Value$1.0M (-$205.6K)
Filed 2026-10-15
Fiduciary Family Office, LLC
INCREASED
Shares3,302 from 1,633
Change+1,669 (+102%)
Value$1.0M (+$420.9K)
Filed 2026-11-04
Great Lakes Retirement, Inc.
DECREASED
Shares3,301 from 3,575
Change-274 (-8%)
Value$1.0M (-$305.1K)
Filed 2026-10-26
Ashton Thomas Securities, LLC
NEW
Shares3,299
Change+3,299
Value$1.0M
Filed 2026-10-26
Intelligence Driven Advisers, LLC
DECREASED
Shares3,292 from 3,529
Change-237 (-7%)
Value$1.0M (-$290.6K)
Filed 2026-10-09
Baker Tilly Wealth Management, LLC
INCREASED
Shares3,279 from 3,211
Change+68 (+2%)
Value$1.0M (-$176.2K)
Filed 2026-10-05
State of Wyoming
INCREASED
Shares3,278 from 931
Change+2,347 (+252%)
Value$1.0M (+$675.7K)
Filed 2026-10-28
Kestra Investment Management, LLC
INCREASED
Shares3,276 from 865
Change+2,411 (+279%)
Value$1.0M (+$699.9K)
Filed 2026-11-04
DSG Capital Advisors, LLC
UNCHANGED
Shares3,273 from 3,273
Change0 (0%)
Value$1.0M (-$135.6K)
Filed 2026-11-05
Howard Capital Management Group, LLC
UNCHANGED
Shares3,273 from 3,273
Change0 (0%)
Value$1.0M (-$201.1K)
Filed 2026-10-16
Smith Group Asset Management, LLC
DECREASED
Shares3,262 from 3,448
Change-186 (-5%)
Value$1.0M (-$269.9K)
Filed 2026-10-27
Cravens & Co Advisors, LLC
INCREASED
Shares3,254 from 3,121
Change+133 (+4%)
Value$1.0M (-$150.2K)
Filed 2026-10-16
NWF Advisory Services Inc.
DECREASED
Shares3,252 from 3,311
Change-59 (-2%)
Value$1.0M (-$221.9K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
DECREASED
Shares3,246 from 3,537
Change-291 (-8%)
Value$1.0M (-$308.2K)
Filed 2026-10-28
Citizens National Bank Trust Department
UNCHANGED
Shares3,243 from 3,243
Change0 (0%)
Value$1.0M (-$199.2K)
Filed 2026-11-04
Alpine Bank Wealth Management
DECREASED
Shares3,239 from 3,277
Change-38 (-1%)
Value$1.0M (-$213.2K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares3,235 from 3,055
Change+180 (+6%)
Value$1.0M (-$131.6K)
Filed 2026-10-16
Argus Investors' Counsel, Inc.
INCREASED
Shares3,216 from 3,067
Change+149 (+5%)
Value$1.0M (-$141.9K)
Filed 2026-10-09
SmartHarvest Portfolios, LLC
DECREASED
Shares3,214 from 4,414
Change-1,200 (-27%)
Value$1.0M (-$645.7K)
Filed 2026-10-26
Altfest L J & Co Inc
DECREASED
Shares3,209 from 3,228
Change-19 (-1%)
Value$1.0M (-$204.2K)
Filed 2026-10-27
New Covenant Trust Company, N.A.
DECREASED
Shares3,205 from 3,288
Change-83 (-3%)
Value$1.0M (-$227.9K)
Filed 2026-10-08
Income Insurance Ltd
UNCHANGED
Shares3,204 from 3,204
Change0 (0%)
Value$1.0M (-$196.9K)
Filed 2026-10-21
1900 Wealth Management LLC
INCREASED
Shares3,201 from 2,598
Change+603 (+23%)
Value$999.6K (+$28.7K)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED
Shares3,199 from 3,189
Change+10 (+0%)
Value$998.9K (-$193.0K)
Filed 2026-10-20
Waldron Private Wealth LLC
DECREASED
Shares3,195 from 3,319
Change-124 (-4%)
Value$997.8K (-$242.6K)
Filed 2026-11-02
Prentice Wealth Management LLC
DECREASED
Shares3,195 from 3,285
Change-90 (-3%)
Value$997.8K (-$229.9K)
Filed 2026-10-20
Old Mission Investment Co LLC
DECREASED
Shares3,181 from 3,375
Change-194 (-6%)
Value$993.4K (-$267.9K)
Filed 2026-10-22
Tritonpoint Wealth, LLC
INCREASED
Shares3,174 from 3,119
Change+55 (+2%)
Value$991.3K (-$174.5K)
Filed 2026-10-19
LEE Danner & Bass Inc
UNCHANGED
Shares3,169 from 3,169
Change0 (0%)
Value$989.7K (-$194.7K)
Filed 2026-10-27
Lynch & Associates
UNCHANGED
Shares3,168 from 3,168
Change0 (0%)
Value$989.3K (-$194.6K)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED
Shares3,164 from 3,189
Change-25 (-1%)
Value$988.1K (-$203.7K)
Filed 2026-10-13
OAK Ridge Investments LLC
INCREASED
Shares3,153 from 3,096
Change+57 (+2%)
Value$984.7K (-$172.4K)
Filed 2026-10-30
Private Management Group Inc
DECREASED
Shares3,148 from 3,158
Change-10 (0%)
Value$983.1K (-$197.2K)
Filed 2026-11-04
First Heartland Consultants, Inc.
DECREASED
Shares3,146 from 3,324
Change-178 (-5%)
Value$982.6K (-$259.5K)
Filed 2026-10-08
West Wealth Group, LLC
INCREASED
Shares3,141 from 973
Change+2,168 (+223%)
Value$283.8K (-$80.2K)
Filed 2026-10-14
Arrow Financial Corp
UNCHANGED
Shares3,139 from 3,139
Change0 (0%)
Value$980.3K (-$192.9K)
Filed 2026-10-26
LVW Advisors, LLC
DECREASED
Shares3,128 from 3,311
Change-183 (-6%)
Value$976.8K (-$260.6K)
Filed 2026-10-19
Bensler, LLC
DECREASED
Shares3,122 from 3,149
Change-27 (-1%)
Value$975.1K (-$201.9K)
Filed 2026-11-05
MMA Asset Management LLC
UNCHANGED
Shares3,120 from 3,120
Change0 (0%)
Value$974.3K (-$191.7K)
Filed 2026-11-02
Gables Capital Management Inc.
DECREASED
Shares3,119 from 3,144
Change-25 (-1%)
Value$974.0K (-$201.0K)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares3,113 from 2,987
Change+126 (+4%)
Value$972.3K (-$144.1K)
Filed 2026-10-28
DeDora Capital, Inc.
INCREASED
Shares3,106 from 2,994
Change+112 (+4%)
Value$969.8K (-$149.0K)
Filed 2026-10-26
Cromwell Holdings LLC
DECREASED
Shares3,099 from 3,241
Change-142 (-4%)
Value$967.8K (-$243.5K)
Filed 2026-10-28
WoodTrust Financial Corp
DECREASED
Shares3,093 from 3,116
Change-23 (-1%)
Value$966.0K (-$199.0K)
Filed 2026-10-09
Aire Advisors, LLC
DECREASED
Shares3,086 from 3,178
Change-92 (-3%)
Value$963.9K (-$224.0K)
Filed 2026-10-22
Glass Wealth Management Co LLC
INCREASED
Shares3,083 from 2,448
Change+635 (+26%)
Value$962.8K (+$47.9K)
Filed 2026-10-28
Harbor Group, Inc.
INCREASED
Shares3,066 from 3,062
Change+4 (+0%)
Value$957.5K (-$186.9K)
Filed 2026-10-14
Ascent Wealth Partners, LLC
INCREASED
Shares3,055 from 2,867
Change+188 (+7%)
Value$954.0K (-$117.4K)
Filed 2026-10-23
Promethium Advisors,llc
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$952.5K (-$187.4K)
Filed 2026-10-19
AdviceOne Advisory Services, LLC
INCREASED
Shares3,043 from 3,024
Change+19 (+1%)
Value$950.2K (-$180.1K)
Filed 2026-10-19
Braeburn Wealth Management LLC
INCREASED
Shares3,031 from 2,769
Change+262 (+9%)
Value$946.4K (-$88.3K)
Filed 2026-10-15
Retirement Planning Co of New England, Inc.
DECREASED
Shares3,022 from 3,071
Change-49 (-2%)
Value$943.8K (-$203.7K)
Filed 2026-10-15
Union Savings Bank
DECREASED
Shares3,000 from 3,056
Change-56 (-2%)
Value$936.8K (-$205.2K)
Filed 2026-10-14
Beaumont Financial Advisors, LLC
INCREASED
Shares2,999 from 2,879
Change+120 (+4%)
Value$936.6K (-$139.3K)
Filed 2026-10-22
First Command Advisory Services, Inc.
INCREASED
Shares2,998 from 2,604
Change+394 (+15%)
Value$936.2K (-$36.9K)
Filed 2026-11-05
Harbour Trust & Investment Management Co
INCREASED
Shares2,997 from 1,864
Change+1,133 (+61%)
Value$935.9K (+$239.3K)
Filed 2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares2,996 from 2,996
Change0 (0%)
Value$935.5K (-$184.0K)
Filed 2026-10-15
Avantra Family Wealth, Inc.
INCREASED
Shares2,995 from 2,913
Change+82 (+3%)
Value$935.3K (-$153.4K)
Filed 2026-10-20
St. Clair Advisors, LLC
UNCHANGED
Shares2,990 from 2,990
Change0 (0%)
Value$933.7K (-$183.7K)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares2,980 from 3,047
Change-67 (-2%)
Value$930.6K (-$208.1K)
Filed 2026-10-19
Teza Capital Management LLC
INCREASED
Shares2,977 from 2,384
Change+593 (+25%)
Value$929.7K (+$38.7K)
Filed 2026-10-23
Impact Capital Partners LLC
INCREASED
Shares2,975 from 2,942
Change+33 (+1%)
Value$929.1K (-$170.5K)
Filed 2026-10-22
Welch Group, LLC
INCREASED
Shares2,968 from 2,938
Change+30 (+1%)
Value$926.7K (-$171.4K)
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares2,963 from 2,501
Change+462 (+18%)
Value$925.4K (-$9.4K)
Filed 2026-10-27
Santori & Peters, Inc.
INCREASED
Shares2,959 from 2,952
Change+7 (+0%)
Value$924.1K (-$179.1K)
Filed 2026-10-26
Security Financial Services, Inc.
DECREASED
Shares2,955 from 2,966
Change-11 (0%)
Value$922.8K (-$185.7K)
Filed 2026-10-29
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares2,936 from 3,067
Change-131 (-4%)
Value$916.9K (-$229.3K)
Filed 2026-10-09
Hudock, Inc.
INCREASED
Shares2,933 from 2,883
Change+50 (+2%)
Value$916.0K (-$161.8K)
Filed 2026-10-14
Univest Financial Corp
INCREASED
Shares2,932 from 2,637
Change+295 (+11%)
Value$915.6K (-$69.9K)
Filed 2026-11-05
Trust Co of the South
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$914.7K (-$180.0K)
Filed 2026-10-21
Enclave Advisors LLC
INCREASED
Shares2,915 from 1,454
Change+1,461 (+100%)
Value$910.4K (+$366.8K)
Filed 2026-10-14
Blume Capital Management, Inc.
UNCHANGED
Shares2,913 from 2,913
Change0 (0%)
Value$909.7K (-$179.0K)
Filed 2026-10-26
Gratus Wealth Advisors, LLC
DECREASED
Shares2,912 from 4,632
Change-1,720 (-37%)
Value$909.4K (-$821.7K)
Filed 2026-10-26
Investment Partners Asset Management, Inc.
DECREASED
Shares2,907 from 2,942
Change-35 (-1%)
Value$907.9K (-$191.7K)
Filed 2026-10-09
Blue Fin Capital, Inc.
INCREASED
Shares2,889 from 2,494
Change+395 (+16%)
Value$902.2K (-$29.9K)
Filed 2026-10-28
Smith Salley Wealth Management
INCREASED
Shares2,888 from 1,808
Change+1,080 (+60%)
Value$901.9K (+$226.2K)
Filed 2026-11-03
United Asset Strategies, Inc.
DECREASED
Shares2,879 from 2,894
Change-15 (-1%)
Value$899.0K (-$182.5K)
Filed 2026-10-28
Machina Capital S.A.S.
NEW
Shares2,874
Change+2,874
Value$897.5K
Filed 2026-11-05
Monument Capital Management
UNCHANGED
Shares2,873 from 2,873
Change0 (0%)
Value$897.3K (-$176.5K)
Filed 2026-10-09
BridgePort Financial Solutions, LLC
INCREASED
Shares2,860 from 2,756
Change+104 (+4%)
Value$893.1K (-$136.8K)
Filed 2026-11-02
KG Capital Management
DECREASED
Shares2,857 from 2,913
Change-56 (-2%)
Value$892.2K (-$196.5K)
Filed 2026-10-15
Schuylkill Financial LLC
INCREASED
Shares2,855 from 2,756
Change+99 (+4%)
Value$891.6K (-$138.6K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares2,854 from 2,350
Change+504 (+21%)
Value$891.4K (+$13.3K)
Filed 2026-10-14
Register Financial Advisors LLC
INCREASED
Shares2,853 from 2,846
Change+7 (+0%)
Value$891.1K (-$172.6K)
Filed 2026-10-23
Missouri Trust & Investment Co
UNCHANGED
Shares2,840 from 2,840
Change0 (0%)
Value$886.9K (-$135.7K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares2,838 from 1,786
Change+1,052 (+59%)
Value$886.3K (+$218.8K)
Filed 2026-10-13
Milestone Asset Management, LLC
INCREASED
Shares2,836 from 2,675
Change+161 (+6%)
Value$885.9K (-$114.0K)
Filed 2026-10-15
Bullock Wealth Management Group
INCREASED
Shares2,829 from 2,822
Change+7 (+0%)
Value$883.9K (-$174.2K)
Filed 2026-10-09
Diversified Enterprises, LLC
INCREASED
Shares2,824 from 2,720
Change+104 (+4%)
Value$881.9K (-$134.6K)
Filed 2026-10-19
Acropolis Investment Management, LLC
DECREASED
Shares2,791 from 3,126
Change-335 (-11%)
Value$871.6K (-$296.5K)
Filed 2026-10-08
Triangle Securities Wealth Management
DECREASED
Shares2,790 from 2,870
Change-80 (-3%)
Value$871.3K (-$201.3K)
Filed 2026-10-14
Home Federal Bank of Tennessee
INCREASED
Shares2,788 from 2,764
Change+24 (+1%)
Value$870.7K (-$162.3K)
Filed 2026-10-15
Bill Few Associates, Inc.
UNCHANGED
Shares2,783 from 2,783
Change0 (0%)
Value$869.3K (-$170.9K)
Filed 2026-10-09
Procyon Advisors, LLC
DECREASED
Shares2,773 from 2,834
Change-61 (-2%)
Value$866.1K (-$193.1K)
Filed 2026-10-21
Schear Investment Advisers, LLC
DECREASED
Shares2,771 from 17,627
Change-14,856 (-84%)
Value$865.4K (-$5.7M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,771 from 2,709
Change+62 (+2%)
Value$865.4K (-$147.0K)
Filed 2026-10-14
Independence Bank of Kentucky
INCREASED
Shares2,765 from 2,704
Change+61 (+2%)
Value$863.5K (-$147.1K)
Filed 2026-10-26
TBH Global Asset Management, LLC
DECREASED
Shares2,759 from 2,882
Change-123 (-4%)
Value$861.7K (-$215.5K)
Filed 2026-11-03
Mitchell Sinkler & Starr
UNCHANGED
Shares2,755 from 2,755
Change0 (0%)
Value$860.4K (-$169.3K)
Filed 2026-10-13
Madden Securities Corp
DECREASED
Shares2,745 from 2,760
Change-15 (-1%)
Value$857.2K (-$174.3K)
Filed 2026-10-27
SeaCrest Wealth Management, LLC
DECREASED
Shares2,721 from 2,747
Change-26 (-1%)
Value$849.8K (-$176.8K)
Filed 2026-10-21
Newman Dignan & Sheerar, Inc.
DECREASED
Shares2,709 from 3,197
Change-488 (-15%)
Value$846.1K (-$348.8K)
Filed 2026-10-21
Iams Wealth Management, LLC
INCREASED
Shares2,705 from 2,535
Change+170 (+7%)
Value$844.8K (-$102.7K)
Filed 2026-10-15
Nilsine Partners, LLC
DECREASED
Shares2,699 from 2,763
Change-64 (-2%)
Value$842.9K (-$189.7K)
Filed 2026-11-02
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares2,699 from 2,699
Change0 (0%)
Value$840.3K (-$114.3K)
Filed 2026-10-21
Traynor Capital Management, Inc.
INCREASED
Shares2,693 from 2,355
Change+338 (+14%)
Value$841.1K (-$39.2K)
Filed 2026-10-29
Core Wealth Partners LLC
INCREASED
Shares2,691 from 2,178
Change+513 (+24%)
Value$840.3K (+$26.4K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED
Shares2,691 from 2,725
Change-34 (-1%)
Value$840.5K (-$177.8K)
Filed 2026-10-16
Grove Street Fiduciary, LLC
INCREASED
Shares2,687 from 2,686
Change+1 (+0%)
Value$839.0K (-$165.0K)
Filed 2026-10-13
Northeast Investment Management
DECREASED
Shares2,664 from 2,743
Change-79 (-3%)
Value$831.9K (-$193.2K)
Filed 2026-10-30
Platform Technology Partners
DECREASED
Shares2,647 from 2,917
Change-270 (-9%)
Value$826.5K (-$263.8K)
Filed 2026-11-02
BankChampaign, National Association
DECREASED
Shares2,644 from 3,043
Change-399 (-13%)
Value$825.7K (-$311.6K)
Filed 2026-10-19
Berman McAleer LLC
DECREASED
Shares2,641 from 2,686
Change-45 (-2%)
Value$824.6K (-$179.1K)
Filed 2026-10-16
Accuvest Global Advisors
DECREASED
Shares2,638 from 8,362
Change-5,724 (-68%)
Value$824.0K (-$2.3M)
Filed 2026-11-04
StoryOne LLC
INCREASED
Shares2,630 from 1,310
Change+1,320 (+101%)
Value$821.3K (+$331.7K)
Filed 2026-10-13
BOS Asset Management, LLC
DECREASED
Shares2,629 from 2,833
Change-204 (-7%)
Value$820.9K (-$238.1K)
Filed 2026-10-09
Foster Group, Inc.
INCREASED
Shares2,623 from 2,572
Change+51 (+2%)
Value$819.2K (-$142.0K)
Filed 2026-10-13
Sculati Wealth Management, LLC
DECREASED
Shares2,610 from 2,655
Change-45 (-2%)
Value$805.6K (-$120.6K)
Filed 2026-10-19
BG Investment Services, LLC
NEW
Shares2,608
Change+2,608
Value$814.5K
Filed 2026-10-23
Abacus Planning Group, Inc.
INCREASED
Shares2,574 from 2,400
Change+174 (+7%)
Value$803.8K (-$93.1K)
Filed 2026-11-02
Davidson Trust Co
DECREASED
Shares2,571 from 2,659
Change-88 (-3%)
Value$802.9K (-$190.9K)
Filed 2026-10-09
Ledyard National Bank
DECREASED
Shares2,571 from 2,603
Change-32 (-1%)
Value$802.9K (-$169.9K)
Filed 2026-10-21
Bangor Savings Bank
DECREASED
Shares2,568 from 2,795
Change-227 (-8%)
Value$802.0K (-$242.6K)
Filed 2026-10-06
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares2,564 from 2,577
Change-13 (0%)
Value$800.7K (-$162.4K)
Filed 2026-10-19
Total Wealth Planning & Management, Inc.
DECREASED
Shares2,548 from 3,690
Change-1,142 (-31%)
Value$795.8K (-$583.3K)
Filed 2026-10-23
Telos Capital Management, Inc.
DECREASED
Shares2,541 from 2,621
Change-80 (-3%)
Value$793.4K (-$186.0K)
Filed 2026-11-02
Vann Equity Management LLC
NEW
Shares2,539
Change+2,539
Value$792.9K
Filed 2026-10-08
Curran Financial Partners, LLC
INCREASED
Shares2,526 from 2,436
Change+90 (+4%)
Value$788.7K (-$121.8K)
Filed 2026-11-04
Kaizen Financial Strategies
INCREASED
Shares2,525 from 2,523
Change+2 (+0%)
Value$788.7K (-$157.2K)
Filed 2026-10-09
Lauterbach Financial Advisors, LLC
INCREASED
Shares2,519 from 2,518
Change+1 (+0%)
Value$786.5K (-$154.4K)
Filed 2026-10-21
Riversedge Advisors, LLC
INCREASED
Shares2,518 from 2,357
Change+161 (+7%)
Value$786.4K (-$94.5K)
Filed 2026-10-09
Mechanics Bank Trust Department
INCREASED
Shares2,507 from 2,498
Change+9 (+0%)
Value$782.9K (-$150.7K)
Filed 2026-10-13
Strategic Advisors LLC
INCREASED
Shares2,507 from 2,504
Change+3 (+0%)
Value$782.8K (-$153.0K)
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares2,505 from 2,459
Change+46 (+2%)
Value$782.4K (-$136.5K)
Filed 2026-10-16
MPS Loria Financial Planners, LLC
INCREASED
Shares2,484 from 2,468
Change+16 (+1%)
Value$775.9K (-$146.6K)
Filed 2026-10-14
Bonness Enterprises Inc
UNCHANGED
Shares2,484 from 2,484
Change0 (0%)
Value$775.7K (-$152.6K)
Filed 2026-10-08
Midland Wealth Advisors, LLC
INCREASED
Shares2,481 from 2,469
Change+12 (+0%)
Value$774.8K (-$147.9K)
Filed 2026-10-26
Continuum Wealth Advisors, LLC
DECREASED
Shares2,479 from 2,979
Change-500 (-17%)
Value$774.2K (-$339.2K)
Filed 2026-10-20
Forza Wealth Management, LLC
INCREASED
Shares2,478 from 2,395
Change+83 (+3%)
Value$773.9K (-$121.2K)
Filed 2026-10-20
One Day In July LLC
DECREASED
Shares2,469 from 2,499
Change-30 (-1%)
Value$771.1K (-$162.9K)
Filed 2026-10-30
Wingate Wealth Advisors, Inc.
INCREASED
Shares2,466 from 2,298
Change+168 (+7%)
Value$770.2K (-$88.7K)
Filed 2026-10-26
Seelaus Asset Management LLC
DECREASED
Shares2,459 from 3,129
Change-670 (-21%)
Value$767.9K (-$401.5K)
Filed 2026-10-14
SeaBridge Investment Advisors LLC
INCREASED
Shares2,452 from 2,317
Change+135 (+6%)
Value$765.7K (-$100.2K)
Filed 2026-11-02
WealthPLAN Partners, LLC
INCREASED
Shares2,449 from 2,188
Change+261 (+12%)
Value$764.9K (-$53.0K)
Filed 2026-10-15
Tufton Capital Management
DECREASED
Shares2,449 from 2,450
Change-1 (0%)
Value$765.0K (-$150.0K)
Filed 2026-10-20
Rossmore Private Capital
UNCHANGED
Shares2,448 from 2,448
Change0 (0%)
Value$764.6K (-$150.4K)
Filed 2026-10-27
Advisortrust Partners, LLC
INCREASED
Shares2,447 from 1,910
Change+537 (+28%)
Value$764.2K (+$50.4K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares2,445 from 2,262
Change+183 (+8%)
Value$763.5K (-$81.8K)
Filed 2026-10-22
NBH Bank
DECREASED
Shares2,434 from 2,457
Change-23 (-1%)
Value$760.1K (-$158.1K)
Filed 2026-11-05
Diligent Investors, LLC
DECREASED
Shares2,433 from 2,633
Change-200 (-8%)
Value$759.7K (-$224.4K)
Filed 2026-10-21
55 North Private Wealth, LLC
INCREASED
Shares2,425 from 2,375
Change+50 (+2%)
Value$757.3K (-$130.3K)
Filed 2026-10-20
Perryman Financial Advisory Inc
DECREASED
Shares2,398 from 2,404
Change-6 (0%)
Value$748.9K (-$149.5K)
Filed 2026-10-16
Prentiss Smith & Co Inc
UNCHANGED
Shares2,398 from 2,398
Change0 (0%)
Value$748.9K (-$147.3K)
Filed 2026-10-27
Burney Co/
DECREASED
Shares2,397 from 3,297
Change-900 (-27%)
Value$748.7K (-$483.7K)
Filed 2026-10-15
True Link Financial Advisors, LLC
DECREASED
Shares2,395 from 2,420
Change-25 (-1%)
Value$747.9K (-$156.5K)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
INCREASED
Shares2,388 from 2,386
Change+2 (+0%)
Value$745.7K (-$146.2K)
Filed 2026-10-26
Northbridge Financial Group, LLC
INCREASED
Shares2,387 from 2,239
Change+148 (+7%)
Value$738.6K (-$98.2K)
Filed 2026-11-05
Cambridge Financial Group, LLC
UNCHANGED
Shares2,384 from 2,384
Change0 (0%)
Value$891.0K ($0)
Filed 2026-10-06
Signature Wealth Management Partners, LLC
INCREASED
Shares2,378 from 2,320
Change+58 (+3%)
Value$742.5K (-$124.4K)
Filed 2026-10-21
Fell Capital Management
DECREASED
Shares2,375 from 2,425
Change-50 (-2%)
Value$741.7K (-$164.6K)
Filed 2026-10-09
Verity Asset Management, Inc.
INCREASED
Shares2,374 from 2,371
Change+3 (+0%)
Value$741.1K (-$145.2K)
Filed 2026-10-30
World Equity Group, Inc.
DECREASED
Shares2,370 from 2,510
Change-140 (-6%)
Value$740.2K (-$197.9K)
Filed 2026-10-14
TMB Capital Partners, LLC
DECREASED
Shares2,370 from 2,505
Change-135 (-5%)
Value$740.3K (-$196.0K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$740.3K (-$145.4K)
Filed 2026-10-09
Lazari Capital Management, Inc.
INCREASED
Shares2,364 from 2,363
Change+1 (+0%)
Value$738.1K (-$145.2K)
Filed 2026-10-20
Sunbeam Capital Management, LLC
DECREASED
Shares2,358 from 2,529
Change-171 (-7%)
Value$736.3K (-$208.8K)
Filed 2026-11-05
Texas Bank & Trust Co
UNCHANGED
Shares2,356 from 2,356
Change0 (0%)
Value$735.8K (-$144.8K)
Filed 2026-11-04
WealthCare Asset Management, LLC
NEW
Shares2,355
Change+2,355
Value$735.5K
Filed 2026-10-26
Aull & Monroe Investment Management Corp
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$735.4K (-$144.7K)
Filed 2026-10-16
Foronjy Financial LLC
DECREASED
Shares2,339 from 2,369
Change-30 (-1%)
Value$730.5K (-$154.9K)
Filed 2026-10-14
Central Valley Advisors, LLC
DECREASED
Shares2,334 from 2,575
Change-241 (-9%)
Value$728.9K (-$233.5K)
Filed 2026-10-27
Waterfront Wealth Inc.
INCREASED
Shares2,331 from 2,323
Change+8 (+0%)
Value$698.5K (-$136.1K)
Filed 2026-11-03
BCU Wealth Advisors, LLC
DECREASED
Shares2,320 from 2,382
Change-62 (-3%)
Value$724.4K (-$165.8K)
Filed 2026-10-16
Snider Financial Group
DECREASED
Shares2,319 from 2,380
Change-61 (-3%)
Value$724.2K (-$165.3K)
Filed 2026-10-16
BCS Wealth Management
INCREASED
Shares2,319 from 2,318
Change+1 (+0%)
Value$724.3K (-$142.1K)
Filed 2026-11-03
Mechanics Financial Corp
INCREASED
Shares2,318 from 2,219
Change+99 (+4%)
Value$723.9K (-$105.4K)
Filed 2026-11-05
BAM Wealth Management, LLC
DECREASED
Shares2,313 from 2,463
Change-150 (-6%)
Value$722.5K (-$198.2K)
Filed 2026-10-15
Peachtree Investment Partners, LLC
DECREASED
Shares2,311 from 2,313
Change-2 (0%)
Value$721.7K (-$142.7K)
Filed 2026-11-05
Guardian Asset Advisors, LLC
INCREASED
Shares2,296 from 2,295
Change+1 (+0%)
Value$716.9K (-$140.8K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares2,292 from 1,971
Change+321 (+16%)
Value$715.6K (-$21.1K)
Filed 2026-11-04
Cane Capital Partners, LLC
INCREASED
Shares2,290 from 1,116
Change+1,174 (+105%)
Value$715.1K (+$298.1K)
Filed 2026-10-23
Salomon & Ludwin, LLC
INCREASED
Shares2,286 from 2,243
Change+43 (+2%)
Value$713.9K (-$127.1K)
Filed 2026-10-29
Tred Avon Family Wealth, LLC
DECREASED
Shares2,284 from 2,583
Change-299 (-12%)
Value$713.3K (-$252.1K)
Filed 2026-10-20
May Hill Capital, LLC
DECREASED
Shares2,284 from 2,326
Change-42 (-2%)
Value$713.3K (-$156.0K)
Filed 2026-11-03
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares2,272 from 2,326
Change-54 (-2%)
Value$709.5K (-$159.6K)
Filed 2026-10-19
Corps Capital Advisors, LLC
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$708.9K (-$139.5K)
Filed 2026-11-05
Alpha Family Trust
UNCHANGED
Shares2,265 from 2,265
Change0 (0%)
Value$846.5K ($0)
Filed 2026-11-04
Jacobsen Capital Management
INCREASED
Shares2,252 from 2,244
Change+8 (+0%)
Value$703.3K (-$135.4K)
Filed 2026-10-27
Obermeyer Wealth Partners
DECREASED
Shares2,247 from 2,524
Change-277 (-11%)
Value$701.7K (-$241.4K)
Filed 2026-10-21
PFS Partners, LLC
INCREASED
Shares2,238 from 2,223
Change+15 (+1%)
Value$699.0K (-$131.8K)
Filed 2026-10-21
Wealthcare Capital Partners, LLC
INCREASED
Shares2,231 from 2,229
Change+2 (+0%)
Value$696.7K (-$136.3K)
Filed 2026-10-21
Horizon Wealth Management, LLC
DECREASED
Shares2,229 from 2,479
Change-250 (-10%)
Value$696.2K (-$230.4K)
Filed 2026-11-02
Northstar Asset Management Co
INCREASED
Shares2,225 from 2,215
Change+10 (+0%)
Value$658.3K (-$125.2K)
Filed 2026-10-22
Fortitude Advisory Group L.L.C.
INCREASED
Shares2,219 from 2,055
Change+164 (+8%)
Value$693.0K (-$75.0K)
Filed 2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares2,212 from 2,212
Change0 (0%)
Value$826.7K ($0)
Filed 2026-11-03
Montgomery Investment Management Inc
UNCHANGED
Shares2,212 from 2,212
Change0 (0%)
Value$690.8K (-$135.9K)
Filed 2026-10-26
Nadler Financial Group, Inc.
DECREASED
Shares2,210 from 2,216
Change-6 (0%)
Value$690.0K (-$138.0K)
Filed 2026-10-23
Market Street Wealth Management Advisors LLC
INCREASED
Shares2,208 from 2,192
Change+16 (+1%)
Value$689.6K (-$129.5K)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
INCREASED
Shares2,203 from 1,517
Change+686 (+45%)
Value$688.1K (+$121.0K)
Filed 2026-10-20
Chapin Davis, Inc.
INCREASED
Shares2,203 from 2,200
Change+3 (+0%)
Value$688.0K (-$134.1K)
Filed 2026-10-09
Westhampton Capital, LLC
DECREASED
Shares2,187 from 2,499
Change-312 (-12%)
Value$683.0K (-$251.0K)
Filed 2026-10-30
Old North State Wealth Management, LLC
UNCHANGED
Shares2,182 from 2,182
Change0 (0%)
Value$683.9K (-$133.8K)
Filed 2026-10-22
Kintegral Advisory, LLC
INCREASED
Shares2,179 from 2,167
Change+12 (+1%)
Value$680.5K (-$129.4K)
Filed 2026-10-16
Courage Miller Partners, LLC
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$679.7K (-$133.7K)
Filed 2026-10-21
Sage Rhino Capital LLC
DECREASED
Shares2,173 from 2,186
Change-13 (-1%)
Value$678.7K (-$138.4K)
Filed 2026-10-28
NBZ Investment Advisors LLC
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$677.0K (-$133.2K)
Filed 2026-10-30
Key Client Fiduciary Advisors, LLC
DECREASED
Shares2,163 from 2,196
Change-33 (-1%)
Value$675.4K (-$145.2K)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares2,163 from 2,140
Change+23 (+1%)
Value$675.6K (-$124.5K)
Filed 2026-11-02
Fusion Capital, LLC
INCREASED
Shares2,158 from 1,812
Change+346 (+19%)
Value$673.9K (-$3.3K)
Filed 2026-10-28
Rosenberg Matthew Hamilton
DECREASED
Shares2,157 from 2,181
Change-24 (-1%)
Value$673.6K (-$141.3K)
Filed 2026-10-05
Hartford Financial Management Inc.
UNCHANGED
Shares2,157 from 2,157
Change0 (0%)
Value$673.6K (-$132.5K)
Filed 2026-10-21
Brucke Financial, Inc.
INCREASED
Shares2,144 from 1,763
Change+381 (+22%)
Value$669.6K (+$10.7K)
Filed 2026-10-23
CJM Wealth Advisers, Ltd.
DECREASED
Shares2,144 from 2,154
Change-10 (0%)
Value$669.5K (-$135.6K)
Filed 2026-10-27
Sunpointe, LLC
DECREASED
Shares2,138 from 2,577
Change-439 (-17%)
Value$667.7K (-$295.4K)
Filed 2026-10-22
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares2,137 from 2,137
Change0 (0%)
Value$667.4K (-$131.3K)
Filed 2026-10-26
Compass Ion Advisors, LLC
INCREASED
Shares2,134 from 2,021
Change+113 (+6%)
Value$666.3K (-$89.0K)
Filed 2026-10-23
Capital Wealth Alliance, LLC
DECREASED
Shares2,127 from 2,404
Change-277 (-12%)
Value$664.3K (-$234.1K)
Filed 2026-10-20
Encompass Wealth Advisors, LLC
INCREASED
Shares2,120 from 1,036
Change+1,084 (+105%)
Value$661.9K (+$274.8K)
Filed 2026-10-15
Camden National Bank
DECREASED
Shares2,119 from 2,137
Change-18 (-1%)
Value$661.7K (-$136.9K)
Filed 2026-11-02
Prota Financial, LLC
DECREASED
Shares2,118 from 2,159
Change-41 (-2%)
Value$661.6K (-$147.9K)
Filed 2026-10-08
Alessandra Capital Management, LLC
DECREASED
Shares2,107 from 2,307
Change-200 (-9%)
Value$658.0K (-$204.2K)
Filed 2026-10-30
Syverson Strege & Co
UNCHANGED
Shares2,095 from 2,095
Change0 (0%)
Value$654.2K (-$128.7K)
Filed 2026-11-02
City State Bank
UNCHANGED
Shares2,092 from 2,092
Change0 (0%)
Value$653.3K (-$128.5K)
Filed 2026-10-20
Synergy Asset Management, LLC
DECREASED
Shares2,091 from 6,939
Change-4,848 (-70%)
Value$653.0K (-$1.9M)
Filed 2026-11-05
Charles Schwab Trust Co
INCREASED
Shares2,086 from 1,961
Change+125 (+6%)
Value$651.4K (-$81.4K)
Filed 2026-10-15
Hurlow Wealth Management Group, Inc.
DECREASED
Shares2,084 from 2,210
Change-126 (-6%)
Value$650.8K (-$175.1K)
Filed 2026-10-29
Allen Capital Group, LLC
INCREASED
Shares2,083 from 1,959
Change+124 (+6%)
Value$650.5K (-$81.6K)
Filed 2026-10-27
Hickory Point Bank & Trust
DECREASED
Shares2,073 from 2,093
Change-20 (-1%)
Value$647.4K (-$134.8K)
Filed 2026-10-01
QTR Family Wealth, LLC
DECREASED
Shares2,072 from 2,450
Change-378 (-15%)
Value$647.2K (-$268.6K)
Filed 2026-11-02
Wendell David Associates Inc
UNCHANGED
Shares2,070 from 2,070
Change0 (0%)
Value$646.0K (-$128.0K)
Filed 2026-10-27
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares2,064 from 3,375
Change-1,311 (-39%)
Value$644.6K (-$616.8K)
Filed 2026-10-15
William John Sempolinski
INCREASED
Shares2,062 from 2,056
Change+6 (+0%)
Value$644.0K (-$124.4K)
Filed 2026-10-20
Westbourne Investment Advisors, Inc.
INCREASED
Shares2,060 from 2,030
Change+30 (+1%)
Value$643.3K (-$115.4K)
Filed 2026-10-20
David J Yvars Group
INCREASED
Shares2,049 from 2,048
Change+1 (+0%)
Value$639.7K (-$125.8K)
Filed 2026-10-09
Cidel Asset Management Inc
UNCHANGED
Shares2,047 from 2,047
Change0 (0%)
Value$639.3K (-$125.8K)
Filed 2026-10-29
Vicus Capital
INCREASED
Shares2,046 from 1,836
Change+210 (+11%)
Value$638.9K (-$47.4K)
Filed 2026-11-05
Northwest Wealth Management, LLC
INCREASED
Shares2,046 from 2,039
Change+7 (+0%)
Value$639.1K (-$123.1K)
Filed 2026-10-30
Patten Group, Inc.
DECREASED
Shares2,028 from 3,065
Change-1,037 (-34%)
Value$633.3K (-$512.1K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
DECREASED
Shares2,019 from 2,044
Change-25 (-1%)
Value$630.5K (-$133.4K)
Filed 2026-10-16
Vaughan David Investments LLC
DECREASED
Shares2,013 from 2,035
Change-22 (-1%)
Value$629.0K (-$132.0K)
Filed 2026-11-05
MW Advisory, LLC
INCREASED
Shares2,011 from 1,740
Change+271 (+16%)
Value$628.1K (-$22.3K)
Filed 2026-10-19
Dupree Financial Group, LLC
NEW
Shares2,006
Change+2,006
Value$626.5K
Filed 2026-10-09
Southern Financial Group, LLC
DECREASED
Shares2,005 from 2,077
Change-72 (-3%)
Value$626.3K (-$150.1K)
Filed 2026-10-30
Kentucky Trust Co
UNCHANGED
Shares1,999 from 1,999
Change0 (0%)
Value$624.3K (-$122.8K)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
INCREASED
Shares1,986 from 1,686
Change+300 (+18%)
Value$620.1K (-$9.9K)
Filed 2026-10-21
Richard Young Associates, Ltd.
INCREASED
Shares1,983 from 1,833
Change+150 (+8%)
Value$619.3K (-$65.8K)
Filed 2026-11-03
Greenfield Savings Bank
UNCHANGED
Shares1,979 from 1,979
Change0 (0%)
Value$618.0K (-$121.6K)
Filed 2026-10-07
L. Roy Papp & Associates, LLP
INCREASED
Shares1,973 from 1,839
Change+134 (+7%)
Value$616.1K (-$71.1K)
Filed 2026-10-21
Verus Financial Partners, Inc.
INCREASED
Shares1,968 from 1,961
Change+7 (+0%)
Value$614.5K (-$118.3K)
Filed 2026-10-29
Shum Financial Group, Inc.
UNCHANGED
Shares1,967 from 1,967
Change0 (0%)
Value$614.3K (-$120.9K)
Filed 2026-10-13
TriaGen Wealth Management LLC
DECREASED
Shares1,963 from 2,096
Change-133 (-6%)
Value$612.9K (-$170.6K)
Filed 2026-10-14
Marathon Capital Management
INCREASED
Shares1,958 from 1,955
Change+3 (+0%)
Value$611.5K (-$119.2K)
Filed 2026-10-23
Abound Wealth Management
DECREASED
Shares1,955 from 2,059
Change-104 (-5%)
Value$610.7K (-$159.0K)
Filed 2026-10-26
Capital Management Associates, Inc
UNCHANGED
Shares1,947 from 1,947
Change0 (0%)
Value$608.1K (-$119.6K)
Filed 2026-10-20
D'Orazio & Associates, Inc.
DECREASED
Shares1,946 from 2,062
Change-116 (-6%)
Value$607.7K (-$162.9K)
Filed 2026-11-04
WealthBridge Capital Management, LLC
INCREASED
Shares1,943 from 1,765
Change+178 (+10%)
Value$606.7K (-$53.1K)
Filed 2026-10-16
Ballast, Inc.
UNCHANGED
Shares1,942 from 1,942
Change0 (0%)
Value$606.5K (-$119.3K)
Filed 2026-10-20
Successful Portfolios LLC
DECREASED
Shares1,941 from 1,944
Change-3 (0%)
Value$596.3K (-$101.7K)
Filed 2026-10-09
Invenio Wealth Partners LLC
INCREASED
Shares1,941 from 1,939
Change+2 (+0%)
Value$606.2K (-$118.5K)
Filed 2026-10-20
Drum Hill Capital, LLC
INCREASED
Shares1,928 from 1,614
Change+314 (+19%)
Value$602.1K (-$1.1K)
Filed 2026-10-20
Baldwin Wealth Partners LLC
INCREASED
Shares1,923 from 1,226
Change+697 (+57%)
Value$600.5K (+$142.3K)
Filed 2026-10-13
PUREfi Wealth, LLC
INCREASED
Shares1,918 from 1,421
Change+497 (+35%)
Value$599.0K (+$67.9K)
Filed 2026-10-19
Laurel Wealth Advisors LLC
DECREASED
Shares1,914 from 1,944
Change-30 (-2%)
Value$597.9K (-$128.8K)
Filed 2026-10-27
Stephenson & Company, Inc.
NEW
Shares1,911
Change+1,911
Value$596.8K
Filed 2026-10-30
Code Waechter LLC
INCREASED
Shares1,905 from 1,541
Change+364 (+24%)
Value$595.0K (+$19.0K)
Filed 2026-10-23
Highline Wealth Partners LLC
INCREASED
Shares1,902 from 1,869
Change+33 (+2%)
Value$594.1K (-$104.5K)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
DECREASED
Shares1,897 from 1,956
Change-59 (-3%)
Value$592.3K (-$138.8K)
Filed 2026-10-20
4J Wealth Management LLC
DECREASED
Shares1,885 from 1,919
Change-34 (-2%)
Value$588.7K (-$128.5K)
Filed 2026-11-02
Barrett & Company, Inc.
DECREASED
Shares1,883 from 2,060
Change-177 (-9%)
Value$588.2K (-$181.6K)
Filed 2026-10-22
Collaborative Fund Advisors, LLC
INCREASED
Shares1,882 from 1,654
Change+228 (+14%)
Value$587.7K (-$30.4K)
Filed 2026-11-02
MV Capital Management, Inc.
DECREASED
Shares1,880 from 1,901
Change-21 (-1%)
Value$587.1K (-$123.4K)
Filed 2026-10-29
TFC Financial Management, Inc.
DECREASED
Shares1,878 from 7,313
Change-5,435 (-74%)
Value$586.4K (-$2.1M)
Filed 2026-10-26
Legacy Wealth Asset Management, LLC
INCREASED
Shares1,877 from 1,760
Change+117 (+7%)
Value$586.2K (-$71.6K)
Filed 2026-10-09
AGH Wealth Advisors, LLC
DECREASED
Shares1,872 from 1,935
Change-63 (-3%)
Value$584.6K (-$138.6K)
Filed 2026-10-26
Mcdonald Partners LLC
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$583.9K (-$114.9K)
Filed 2026-11-03
Sutton Place Investors LLC
INCREASED
Shares1,866 from 1,860
Change+6 (+0%)
Value$582.7K (-$112.4K)
Filed 2026-10-20
North Berkeley Wealth Management, LLC
DECREASED
Shares1,865 from 1,944
Change-79 (-4%)
Value$582.4K (-$144.1K)
Filed 2026-11-02
Nabity-Jensen Investment Management Inc
INCREASED
Shares1,861 from 1,799
Change+62 (+3%)
Value$581.2K (-$91.2K)
Filed 2026-10-23
Archvest Wealth Advisors, Inc.
INCREASED
Shares1,859 from 1,772
Change+87 (+5%)
Value$580.7K (-$81.7K)
Filed 2026-10-29
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares1,851 from 1,251
Change+600 (+48%)
Value$562.0K (+$94.5K)
Filed 2026-10-20
Financial Council, LLC
UNCHANGED
Shares1,847 from 1,847
Change0 (0%)
Value$576.8K (-$113.5K)
Filed 2026-11-02
Raleigh Capital Management Inc.
INCREASED
Shares1,845 from 1,822
Change+23 (+1%)
Value$576.0K (-$105.1K)
Filed 2026-10-28
Traveka Wealth, LLC
INCREASED
Shares1,844 from 1,655
Change+189 (+11%)
Value$575.8K (-$42.7K)
Filed 2026-10-19
FAI Advisors, Inc.
INCREASED
Shares1,843 from 1,790
Change+53 (+3%)
Value$575.6K (-$93.4K)
Filed 2026-10-27
Montis Financial, LLC
INCREASED
Shares1,839 from 1,720
Change+119 (+7%)
Value$574.2K (-$68.8K)
Filed 2026-11-04
Naples Global Advisors, LLC
INCREASED
Shares1,838 from 1,781
Change+57 (+3%)
Value$574.0K (-$91.6K)
Filed 2026-11-05
First Nebraska Trust Co
DECREASED
Shares1,837 from 1,840
Change-3 (0%)
Value$573.6K (-$114.1K)
Filed 2026-10-30
LeConte Wealth Management, LLC
INCREASED
Shares1,835 from 1,624
Change+211 (+13%)
Value$573.1K (-$33.9K)
Filed 2026-10-20
Piscataqua Savings Bank
DECREASED
Shares1,828 from 2,152
Change-324 (-15%)
Value$570.8K (-$233.4K)
Filed 2026-10-21
Mindset Wealth Management, LLC
DECREASED
Shares1,823 from 1,919
Change-96 (-5%)
Value$569.3K (-$147.9K)
Filed 2026-10-19
Center For Asset Management LLC
INCREASED
Shares1,820 from 879
Change+941 (+107%)
Value$568.4K (+$239.9K)
Filed 2026-10-16
Willow Creek Capital Management, Inc.
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$679.8K ($0)
Filed 2026-10-16
Aviance Capital Partners, LLC
INCREASED
Shares1,817 from 1,807
Change+10 (+1%)
Value$567.3K (-$107.9K)
Filed 2026-10-29
Cowa, LLC
UNCHANGED
Shares1,816 from 1,816
Change0 (0%)
Value$567.1K (-$111.6K)
Filed 2026-10-30
Garrett Wealth Advisory Group, LLC
INCREASED
Shares1,809 from 1,710
Change+99 (+6%)
Value$564.9K (-$74.1K)
Filed 2026-10-22
Grandview Asset Management LLC
DECREASED
Shares1,806 from 2,170
Change-364 (-17%)
Value$563.9K (-$246.9K)
Filed 2026-10-19
LS Investment Advisors, LLC
UNCHANGED
Shares1,806 from 1,806
Change0 (0%)
Value$564.0K (-$111.0K)
Filed 2026-10-13
Lyell Wealth Management, LP
INCREASED
Shares1,803 from 1,769
Change+34 (+2%)
Value$563.1K (-$98.1K)
Filed 2026-10-30
LifeWealth Investments, LLC
DECREASED
Shares1,799 from 1,913
Change-114 (-6%)
Value$561.8K (-$153.2K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,799 from 1,803
Change-4 (0%)
Value$561.9K (-$112.0K)
Filed 2026-11-04
Winthrop Advisory Group LLC
INCREASED
Shares1,792 from 1,786
Change+6 (+0%)
Value$559.6K (-$107.9K)
Filed 2026-10-22
Renaissance Investment Group LLC
INCREASED
Shares1,787 from 1,777
Change+10 (+1%)
Value$558.1K (-$106.1K)
Filed 2026-10-28
Occidental Asset Management, LLC
INCREASED
Shares1,784 from 1,460
Change+324 (+22%)
Value$557.0K (+$11.1K)
Filed 2026-11-05
Endeavor Private Wealth, Inc.
INCREASED
Shares1,782 from 1,649
Change+133 (+8%)
Value$556.6K (-$59.7K)
Filed 2026-11-05
Hidden Cove Wealth Management, LLC
DECREASED
Shares1,781 from 1,802
Change-21 (-1%)
Value$556.2K (-$117.3K)
Filed 2026-10-19
Nemes Rush Group LLC
DECREASED
Shares1,780 from 1,788
Change-8 (0%)
Value$555.8K (-$112.5K)
Filed 2026-11-04
Kozak & Associates, Inc.
DECREASED
Shares1,777 from 1,977
Change-200 (-10%)
Value$535.1K (-$206.1K)
Filed 2026-10-29
WBH Advisory Inc
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$552.8K (-$108.8K)
Filed 2026-11-05
Warwick Investment Management, Inc.
INCREASED
Shares1,768 from 1,661
Change+107 (+6%)
Value$552.1K (-$68.6K)
Filed 2026-10-19
Partners Wealth Management, LLC
INCREASED
Shares1,757 from 636
Change+1,121 (+176%)
Value$548.7K (+$311.1K)
Filed 2026-10-28
Financial Perspectives, Inc
INCREASED
Shares1,756 from 1,679
Change+77 (+5%)
Value$548.4K (-$79.1K)
Filed 2026-11-03
Great Diamond Partners, LLC
INCREASED
Shares1,756 from 1,752
Change+4 (+0%)
Value$548.4K (-$106.4K)
Filed 2026-10-13
Thrive Wealth Management, LLC
INCREASED
Shares1,754 from 1,461
Change+293 (+20%)
Value$547.8K (+$1.6K)
Filed 2026-10-13
Kennedy Investment Group, Inc.
UNCHANGED
Shares1,752 from 1,752
Change0 (0%)
Value$547.2K (-$107.5K)
Filed 2026-10-21
Elevated Capital Advisors, LLC
DECREASED
Shares1,747 from 1,968
Change-221 (-11%)
Value$545.6K (-$189.7K)
Filed 2026-11-04
First City Capital Management, Inc.
INCREASED
Shares1,738 from 1,460
Change+278 (+19%)
Value$542.9K (-$2.9K)
Filed 2026-10-27
Ejmk Ventures LLC
INCREASED
Shares1,736 from 1,324
Change+412 (+31%)
Value$542.2K (+$47.3K)
Filed 2026-10-21
Peoples Financial Services Corp.
DECREASED
Shares1,735 from 1,738
Change-3 (0%)
Value$541.8K (-$107.7K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,734 from 629
Change+1,105 (+176%)
Value$541.6K (+$306.4K)
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares1,731 from 1,767
Change-36 (-2%)
Value$540.6K (-$119.8K)
Filed 2026-10-14
Clark & Stuart, Inc
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$540.3K (-$107.1K)
Filed 2026-10-14
PW Nova Financial Services LLC
INCREASED
Shares1,720 from 1,697
Change+23 (+1%)
Value$537.1K (-$97.1K)
Filed 2026-10-15
AXS Investments LLC
INCREASED
Shares1,711 from 1,570
Change+141 (+9%)
Value$534.3K (-$52.4K)
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares1,706 from 1,803
Change-97 (-5%)
Value$532.6K (-$141.2K)
Filed 2026-11-04
Townsend & Associates, Inc
INCREASED
Shares1,705 from 1,687
Change+18 (+1%)
Value$535.2K (-$40.6K)
Filed 2026-10-23
Pacific Center for Financial Services
DECREASED
Shares1,703 from 1,728
Change-25 (-1%)
Value$531.9K (-$113.8K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
DECREASED
Shares1,699 from 1,726
Change-27 (-2%)
Value$530.6K (-$114.5K)
Filed 2026-11-03
JSF Financial, LLC
INCREASED
Shares1,693 from 939
Change+754 (+80%)
Value$528.6K (+$177.8K)
Filed 2026-10-22
KPP Advisory Services LLC
DECREASED
Shares1,693 from 1,714
Change-21 (-1%)
Value$528.7K (-$112.0K)
Filed 2026-10-26
Willow Creek Wealth Management Inc.
DECREASED
Shares1,691 from 1,840
Change-149 (-8%)
Value$528.1K (-$159.6K)
Filed 2026-10-26
Lewis Asset Management, LLC
DECREASED
Shares1,689 from 1,814
Change-125 (-7%)
Value$527.3K (-$150.5K)
Filed 2026-10-14
Sky Investment Group LLC
INCREASED
Shares1,688 from 828
Change+860 (+104%)
Value$527.0K (+$217.6K)
Filed 2026-10-30
Palisade Asset Management, LLC
INCREASED
Shares1,688 from 1,588
Change+100 (+6%)
Value$527.1K (-$66.3K)
Filed 2026-11-03
MSH Capital Advisors LLC
INCREASED
Shares1,680 from 1,543
Change+137 (+9%)
Value$524.7K (-$51.9K)
Filed 2026-11-03
Peak Financial Management, Inc.
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$523.6K (-$102.8K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
INCREASED
Shares1,675 from 1,569
Change+106 (+7%)
Value$523.1K (-$63.4K)
Filed 2026-10-26
Beacon Financial Group
INCREASED
Shares1,674 from 1,377
Change+297 (+22%)
Value$522.7K (+$8.2K)
Filed 2026-10-19
LifeSteps Financial, Inc.
DECREASED
Shares1,673 from 1,725
Change-52 (-3%)
Value$522.5K (-$122.2K)
Filed 2026-10-15
Heritage Family Offices, LLP
INCREASED
Shares1,661 from 1,531
Change+130 (+8%)
Value$518.7K (-$53.5K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares1,657 from 1,330
Change+327 (+25%)
Value$517.5K (+$20.5K)
Filed 2026-11-05
Spartan Planning & Wealth Management
INCREASED
Shares1,654 from 1,492
Change+162 (+11%)
Value$516.5K (-$41.0K)
Filed 2026-10-13
Westover Capital Advisors, LLC
INCREASED
Shares1,652 from 1,379
Change+273 (+20%)
Value$515.9K (+$529)
Filed 2026-10-26
WBI Investments, LLC
DECREASED
Shares1,651 from 2,365
Change-714 (-30%)
Value$515.7K (-$368.3K)
Filed 2026-11-05
Moran Wealth Management, LLC
INCREASED
Shares1,650 from 1,618
Change+32 (+2%)
Value$515.3K (-$89.4K)
Filed 2026-10-22
Winebrenner Capital Management LLC
DECREASED
Shares1,642 from 1,772
Change-130 (-7%)
Value$512.7K (-$149.5K)
Filed 2026-10-07
Chemistry Wealth Management LLC
INCREASED
Shares1,640 from 1,633
Change+7 (+0%)
Value$512.2K (-$98.1K)
Filed 2026-10-16
First Business Financial Services, Inc.
INCREASED
Shares1,638 from 1,568
Change+70 (+4%)
Value$511.5K (-$74.5K)
Filed 2026-10-29
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares1,636 from 3,861
Change-2,225 (-58%)
Value$511.0K (-$932.0K)
Filed 2026-11-05
Ullmann Wealth Partners Group, LLC
DECREASED
Shares1,633 from 1,666
Change-33 (-2%)
Value$510.1K (-$112.6K)
Filed 2026-11-02
Hummer Financial Advisory Services Inc
UNCHANGED
Shares1,633 from 1,633
Change0 (0%)
Value$510.0K (-$101.1K)
Filed 2026-10-09
Costello Asset Management, Inc
INCREASED
Shares1,619 from 1,615
Change+4 (+0%)
Value$505.6K (-$98.0K)
Filed 2026-10-30
Argentarii, LLC
DECREASED
Shares1,615 from 1,686
Change-71 (-4%)
Value$504.4K (-$116.2K)
Filed 2026-10-28
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares1,614 from 1,399
Change+215 (+15%)
Value$504.0K (-$18.8K)
Filed 2026-10-30
Balefire, LLC
DECREASED
Shares1,613 from 1,698
Change-85 (-5%)
Value$503.6K (-$130.9K)
Filed 2026-10-09
Optima Capital LLC
DECREASED
Shares1,610 from 1,639
Change-29 (-2%)
Value$502.9K (-$109.8K)
Filed 2026-10-29
Alliance Wealth Advisors, LLC
DECREASED
Shares1,605 from 1,664
Change-59 (-4%)
Value$501.2K (-$120.7K)
Filed 2026-10-14
Eagle Wealth Advisors LLC
INCREASED
Shares1,603 from 1,597
Change+6 (+0%)
Value$500.6K (-$96.2K)
Filed 2026-10-20
Cabot Wealth Management Inc
INCREASED
Shares1,600 from 1,502
Change+98 (+7%)
Value$499.7K (-$61.7K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares1,600 from 1,570
Change+30 (+2%)
Value$499.6K (-$87.0K)
Filed 2026-11-05
Denver PWM, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$499.7K (-$89.8K)
Filed 2026-10-22
Archford Capital Strategies, LLC
INCREASED
Shares1,598 from 1,250
Change+348 (+28%)
Value$499.0K (+$31.9K)
Filed 2026-10-19
Forbes J M & Co LLP
INCREASED
Shares1,597 from 1,580
Change+17 (+1%)
Value$498.7K (-$91.8K)
Filed 2026-10-16
Duncker Streett & Co Inc
UNCHANGED
Shares1,596 from 1,596
Change0 (0%)
Value$498.4K (-$98.1K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
DECREASED
Shares1,595 from 1,872
Change-277 (-15%)
Value$498.1K (-$201.5K)
Filed 2026-11-02
Lantern Wealth Advisors, LLC
INCREASED
Shares1,594 from 1,309
Change+285 (+22%)
Value$497.8K (+$8.6K)
Filed 2026-10-22
Quantum Financial Advisors, LLC
INCREASED
Shares1,591 from 1,520
Change+71 (+5%)
Value$496.8K (-$71.2K)
Filed 2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares1,587 from 1,623
Change-36 (-2%)
Value$495.6K (-$111.0K)
Filed 2026-10-28
Globalt Investments LLC / GA
DECREASED
Shares1,584 from 1,585
Change-1 (0%)
Value$494.7K (-$97.7K)
Filed 2026-10-27
Bell Bank
DECREASED
Shares1,580 from 1,612
Change-32 (-2%)
Value$493.4K (-$109.0K)
Filed 2026-10-21
Black Diamond Financial, LLC
INCREASED
Shares1,574 from 1,374
Change+200 (+15%)
Value$491.5K (-$21.8K)
Filed 2026-10-26
SJS Investment Consulting Inc.
INCREASED
Shares1,567 from 1,239
Change+328 (+26%)
Value$489.2K (+$26.0K)
Filed 2026-10-26
Oakworth Capital, Inc.
INCREASED
Shares1,564 from 1,552
Change+12 (+1%)
Value$488.4K (-$93.3K)
Filed 2026-10-26
Biltmore Family Office, LLC
INCREASED
Shares1,563 from 1,463
Change+100 (+7%)
Value$488.2K (-$58.7K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
DECREASED
Shares1,554 from 1,816
Change-262 (-14%)
Value$485.2K (-$193.4K)
Filed 2026-10-15
True Wealth Design, LLC
DECREASED
Shares1,554 from 1,578
Change-24 (-2%)
Value$485.3K (-$104.4K)
Filed 2026-10-13
Cove Private Wealth, LLC
INCREASED
Shares1,551 from 1,538
Change+13 (+1%)
Value$484.4K (-$90.4K)
Filed 2026-10-28
Burton Enright Welch
INCREASED
Shares1,550 from 1,471
Change+79 (+5%)
Value$483.9K (-$65.7K)
Filed 2026-11-04
Community Trust & Investment Co
DECREASED
Shares1,550 from 1,558
Change-8 (-1%)
Value$484.0K (-$98.2K)
Filed 2026-10-15
Polaris Investment Advisors, LLC
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$483.1K (-$95.0K)
Filed 2026-10-20
Marino, Stram & Associates LLC
INCREASED
Shares1,545 from 1,480
Change+65 (+4%)
Value$482.5K (-$70.5K)
Filed 2026-10-22
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$482.3K (-$94.5K)
Filed 2026-10-28
Baron Wealth Management LLC
DECREASED
Shares1,541 from 1,548
Change-7 (0%)
Value$481.1K (-$97.6K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
DECREASED
Shares1,538 from 1,545
Change-7 (0%)
Value$480.3K (-$97.1K)
Filed 2026-10-01
Langley Wealth Management, LLC
INCREASED
Shares1,536 from 1,529
Change+7 (+0%)
Value$479.6K (-$92.0K)
Filed 2026-11-04
Horst & Graben Wealth Management LLC
DECREASED
Shares1,532 from 1,537
Change-5 (0%)
Value$478.4K (-$97.9K)
Filed 2026-11-02
Alpha Advisors, LLC
DECREASED
Shares1,526 from 1,531
Change-5 (0%)
Value$476.7K (-$95.6K)
Filed 2026-10-19
TritonPoint Partners, LLC
DECREASED
Shares1,525 from 3,712
Change-2,187 (-59%)
Value$476.3K (-$911.1K)
Filed 2026-11-05
Sprinkle Financial Consultants LLC
DECREASED
Shares1,525 from 1,611
Change-86 (-5%)
Value$476.2K (-$125.8K)
Filed 2026-10-09
W Advisors, LLC
UNCHANGED
Shares1,518 from 1,518
Change0 (0%)
Value$474.1K (-$93.3K)
Filed 2026-11-02
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares1,512 from 1,512
Change0 (0%)
Value$472.2K (-$92.9K)
Filed 2026-10-23
Linden Thomas Advisory Services, LLC
NEW
Shares1,511
Change+1,511
Value$471.9K
Filed 2026-10-19
Centurion Wealth Management LLC
DECREASED
Shares1,510 from 1,525
Change-15 (-1%)
Value$471.6K (-$98.4K)
Filed 2026-10-13
Wealth Architects, LLC
DECREASED
Shares1,507 from 1,754
Change-247 (-14%)
Value$470.7K (-$184.9K)
Filed 2026-11-03
Corundum Group, Inc.
DECREASED
Shares1,507 from 1,548
Change-41 (-3%)
Value$470.6K (-$107.9K)
Filed 2026-10-28
Opal Wealth Advisors, LLC
INCREASED
Shares1,505 from 1,103
Change+402 (+36%)
Value$469.9K (+$57.9K)
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
INCREASED
Shares1,505 from 1,364
Change+141 (+10%)
Value$470.0K (-$39.8K)
Filed 2026-10-19
Andrews Advisory Associates, LLC
DECREASED
Shares1,505 from 1,506
Change-1 (0%)
Value$470.0K (-$92.8K)
Filed 2026-10-15
Diversified Portfolios, Inc.
INCREASED
Shares1,499 from 1,429
Change+70 (+5%)
Value$468.2K (-$66.0K)
Filed 2026-11-04
Emprise Bank
INCREASED
Shares1,499 from 1,482
Change+17 (+1%)
Value$468.1K (-$85.7K)
Filed 2026-10-07
Westside Investment Management, Inc.
UNCHANGED
Shares1,497 from 1,497
Change0 (0%)
Value$466.5K (-$93.1K)
Filed 2026-11-02
J. Derek Lewis & Associates Inc.
DECREASED
Shares1,495 from 1,498
Change-3 (0%)
Value$467.0K (-$93.0K)
Filed 2026-11-03
GSG Advisors LLC
INCREASED
Shares1,492 from 1,373
Change+119 (+9%)
Value$465.9K (-$47.2K)
Filed 2026-11-03
Quantum Financial Partners LLC
INCREASED
Shares1,488 from 1,023
Change+465 (+45%)
Value$464.7K (+$82.4K)
Filed 2026-10-19
Syntegra Private Wealth Group, LLC
INCREASED
Shares1,488 from 1,123
Change+365 (+33%)
Value$464.8K (+$45.1K)
Filed 2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,487 from 1,481
Change+6 (+0%)
Value$464.5K (-$89.1K)
Filed 2026-10-22
Eagle Bay Advisors LLC
DECREASED
Shares1,483 from 1,493
Change-10 (-1%)
Value$463.1K (-$94.9K)
Filed 2026-10-16
Capstone Wealth Management, LLC
DECREASED
Shares1,478 from 1,489
Change-11 (-1%)
Value$461.6K (-$94.9K)
Filed 2026-11-02
Physicians Financial Services, Inc.
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$461.0K (-$91.0K)
Filed 2026-11-04
Halter Ferguson Financial Inc.
DECREASED
Shares1,472 from 1,493
Change-21 (-1%)
Value$459.7K (-$98.3K)
Filed 2026-10-21
Arcataur Capital Management LLC
UNCHANGED
Shares1,472 from 1,472
Change0 (0%)
Value$459.7K (-$90.4K)
Filed 2026-10-21
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares1,469 from 1,470
Change-1 (0%)
Value$458.9K (-$90.7K)
Filed 2026-10-15
True Private Wealth Advisors
INCREASED
Shares1,465 from 1,463
Change+2 (+0%)
Value$457.8K (-$88.9K)
Filed 2026-10-19
Atwood & Palmer Inc
INCREASED
Shares1,461 from 949
Change+512 (+54%)
Value$456.1K (+$101.3K)
Filed 2026-10-08
Madrid Wealth Management, LLC
INCREASED
Shares1,461 from 1,381
Change+80 (+6%)
Value$456.4K (-$59.7K)
Filed 2026-10-23
AMG Asset Management Group, Inc.
INCREASED
Shares1,456 from 1,180
Change+276 (+23%)
Value$454.7K (+$13.7K)
Filed 2026-10-21
Jeppson Wealth Management, LLC
UNCHANGED
Shares1,452 from 1,452
Change0 (0%)
Value$453.4K (-$89.2K)
Filed 2026-10-20
Petros Family Wealth, LLC
DECREASED
Shares1,451 from 1,452
Change-1 (0%)
Value$453.1K (-$89.5K)
Filed 2026-10-28
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$451.3K (-$88.8K)
Filed 2026-11-02
Palacios Wealth Management, LLC
INCREASED
Shares1,442 from 1,438
Change+4 (+0%)
Value$450.3K (-$87.1K)
Filed 2026-11-04
Coyle Financial Counsel LLC
INCREASED
Shares1,438 from 1,415
Change+23 (+2%)
Value$449.1K (-$79.8K)
Filed 2026-10-28
Veracity Capital LLC
INCREASED
Shares1,437 from 1,399
Change+38 (+3%)
Value$448.9K (-$74.1K)
Filed 2026-10-08
Uptick Partners, LLC
INCREASED
Shares1,433 from 1,239
Change+194 (+16%)
Value$447.4K (-$15.7K)
Filed 2026-11-04
Commonwealth Financial Services, LLC
INCREASED
Shares1,431 from 1,059
Change+372 (+35%)
Value$446.9K (+$51.1K)
Filed 2026-10-20
6th Street Advisors, LLC
DECREASED
Shares1,431 from 1,604
Change-173 (-11%)
Value$446.9K (-$152.6K)
Filed 2026-10-14
Deseret Mutual Benefit Administrators
DECREASED
Shares1,431 from 1,455
Change-24 (-2%)
Value$446.9K (-$96.9K)
Filed 2026-11-04
Integrity Advisory Solutions, LLC
INCREASED
Shares1,430 from 1,239
Change+191 (+15%)
Value$446.6K (-$16.5K)
Filed 2026-10-29
Aspetuck Financial Management LLC
INCREASED
Shares1,422 from 1,371
Change+51 (+4%)
Value$444.1K (-$68.3K)
Filed 2026-11-04
Providence First Trust Co
NEW
Shares1,418
Change+1,418
Value$442.8K
Filed 2026-11-02
E&G Advisors, LLC
DECREASED
Shares1,417 from 1,424
Change-7 (0%)
Value$442.5K (-$89.7K)
Filed 2026-10-13
Ironsides Asset Advisors, LLC
INCREASED
Shares1,415 from 865
Change+550 (+64%)
Value$441.9K (+$118.6K)
Filed 2026-10-20
Mlp3, LLC
INCREASED
Shares1,415 from 1,402
Change+13 (+1%)
Value$441.9K (-$82.0K)
Filed 2026-10-22
Norris Perne & French LLP
DECREASED
Shares1,414 from 2,065
Change-651 (-32%)
Value$441.6K (-$330.2K)
Filed 2026-10-23
Marion Wealth Management
INCREASED
Shares1,407 from 1,382
Change+25 (+2%)
Value$439.5K (-$77.0K)
Filed 2026-10-22
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$438.7K (-$86.3K)
Filed 2026-10-05
Bourgeon Capital Management LLC
INCREASED
Shares1,403 from 1,279
Change+124 (+10%)
Value$438.1K (-$39.9K)
Filed 2026-10-19
Stirlingshire Investments, Inc.
DECREASED
Shares1,395 from 1,416
Change-21 (-1%)
Value$435.7K (-$93.5K)
Filed 2026-11-05
Kaufman Rossin Wealth, LLC
INCREASED
Shares1,392 from 1,300
Change+92 (+7%)
Value$434.7K (-$32.0K)
Filed 2026-10-19
PFW Advisors LLC
INCREASED
Shares1,391 from 1,375
Change+16 (+1%)
Value$434.4K (-$79.5K)
Filed 2026-10-07
Reynders McVeigh Capital Management, LLC
DECREASED
Shares1,386 from 1,459
Change-73 (-5%)
Value$432.9K (-$112.1K)
Filed 2026-10-30
Clark Asset Management, LLC
DECREASED
Shares1,385 from 1,387
Change-2 (0%)
Value$432.5K (-$85.8K)
Filed 2026-10-19
Insight Wealth Strategies, LLC
INCREASED
Shares1,379 from 1,355
Change+24 (+2%)
Value$430.8K (-$77.2K)
Filed 2026-10-09
Cap Partners, LLC
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$430.1K (-$84.6K)
Filed 2026-10-19
Financial Insights, Inc.
INCREASED
Shares1,376 from 1,297
Change+79 (+6%)
Value$429.7K (-$55.0K)
Filed 2026-10-27
TrinityBridge Ltd
DECREASED
Shares1,376 from 1,439
Change-63 (-4%)
Value$430.0K (-$107.0K)
Filed 2026-10-30
Flower City Capital
INCREASED
Shares1,369 from 1,339
Change+30 (+2%)
Value$427.5K (-$72.9K)
Filed 2026-10-15
TSG Advice Partners, LLC
NEW
Shares1,368
Change+1,368
Value$511.4K
Filed 2026-10-29
First County Bank
INCREASED
Shares1,367 from 1,265
Change+102 (+8%)
Value$426.9K (-$45.9K)
Filed 2026-10-13
Hilltop National Bank
INCREASED
Shares1,367 from 1,343
Change+24 (+2%)
Value$426.9K (-$75.0K)
Filed 2026-10-14
Capital Squared Financial LLC
INCREASED
Shares1,365 from 1,238
Change+127 (+10%)
Value$426.3K (-$36.5K)
Filed 2026-10-30
Wagner Wealth Management, LLC
DECREASED
Shares1,362 from 1,428
Change-66 (-5%)
Value$425.4K (-$108.3K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
INCREASED
Shares1,362 from 1,345
Change+17 (+1%)
Value$425.4K (-$77.3K)
Filed 2026-10-29
Huntleigh Advisors, Inc.
DECREASED
Shares1,356 from 1,573
Change-217 (-14%)
Value$423.5K (-$164.4K)
Filed 2026-11-03
Investment Research Partners LLC
DECREASED
Shares1,356 from 1,433
Change-77 (-5%)
Value$423.5K (-$112.1K)
Filed 2026-10-19
Milestone Asset Management Group, LLC
INCREASED
Shares1,352 from 1,347
Change+5 (+0%)
Value$422.2K (-$81.4K)
Filed 2026-10-20
bLong Financial, LLC
UNCHANGED
Shares1,344 from 1,344
Change0 (0%)
Value$419.7K (-$82.6K)
Filed 2026-10-29
Hamilton Capital, LLC
INCREASED
Shares1,341 from 1,337
Change+4 (+0%)
Value$418.8K (-$80.9K)
Filed 2026-10-08
Virtue Capital Management, LLC
DECREASED
Shares1,339 from 1,639
Change-300 (-18%)
Value$418.3K (-$194.3K)
Filed 2026-10-29
Finivi Inc.
DECREASED
Shares1,339 from 1,347
Change-8 (-1%)
Value$418.0K (-$85.4K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
DECREASED
Shares1,338 from 1,385
Change-47 (-3%)
Value$414.0K (-$108.9K)
Filed 2026-10-19
IPG Investment Advisors LLC
INCREASED
Shares1,334 from 1,145
Change+189 (+17%)
Value$416.6K (-$11.3K)
Filed 2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares1,334 from 1,286
Change+48 (+4%)
Value$416.7K (-$63.9K)
Filed 2026-11-05
RVW Wealth, LLC
INCREASED
Shares1,331 from 1,225
Change+106 (+9%)
Value$415.8K (-$42.2K)
Filed 2026-10-06
First Financial Group Corp
INCREASED
Shares1,331 from 1,326
Change+5 (+0%)
Value$415.8K (-$80.1K)
Filed 2026-10-22
Ridgepath Capital Management LLC
INCREASED
Shares1,329 from 1,328
Change+1 (+0%)
Value$415.2K (-$81.0K)
Filed 2026-10-29
Canvas Wealth Advisors, LLC
DECREASED
Shares1,328 from 1,419
Change-91 (-6%)
Value$415.7K (-$114.6K)
Filed 2026-11-02
Jeter Robert S II
NEW
Shares1,327
Change+1,327
Value$408.2K
Filed 2026-10-16
Fairvoy Private Wealth, LLC
DECREASED
Shares1,327 from 1,332
Change-5 (0%)
Value$414.5K (-$83.2K)
Filed 2026-10-19
Center for Financial Planning, Inc.
INCREASED
Shares1,326 from 1,194
Change+132 (+11%)
Value$414.1K (-$32.1K)
Filed 2026-10-26
Atlatl Advisers LLC
DECREASED
Shares1,326 from 1,371
Change-45 (-3%)
Value$414.1K (-$98.3K)
Filed 2026-10-22
Motive Wealth Advisors
DECREASED
Shares1,325 from 1,341
Change-16 (-1%)
Value$413.8K (-$87.4K)
Filed 2026-10-26
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,323 from 1,114
Change+209 (+19%)
Value$413.3K (-$3.1K)
Filed 2026-11-02
Post Resch Tallon Group Inc.
DECREASED
Shares1,316 from 1,468
Change-152 (-10%)
Value$411.0K (-$137.7K)
Filed 2026-10-09
Private Wealth Group, LLC
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$411.0K (-$80.9K)
Filed 2026-10-19
Juno Financial Group LLC
DECREASED
Shares1,315 from 1,320
Change-5 (0%)
Value$410.8K (-$82.4K)
Filed 2026-10-27
Shulman DeMeo Asset Management LLC
DECREASED
Shares1,314 from 1,388
Change-74 (-5%)
Value$402.4K (-$116.1K)
Filed 2026-10-09
Southland Equity Partners LLC
DECREASED
Shares1,311 from 1,439
Change-128 (-9%)
Value$409.5K (-$128.4K)
Filed 2026-10-14
Hoxton Planning & Management, LLC
DECREASED
Shares1,310 from 1,315
Change-5 (0%)
Value$409.1K (-$82.4K)
Filed 2026-10-15
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$409.0K (-$80.4K)
Filed 2026-11-02
Centerpoint Advisors, LLC
INCREASED
Shares1,308 from 1,087
Change+221 (+20%)
Value$408.0K (+$2.0K)
Filed 2026-11-05
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares1,307 from 1,301
Change+6 (+0%)
Value$408.2K (-$77.9K)
Filed 2026-10-29
Johnson Bixby & Associates, LLC
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$407.9K (-$80.3K)
Filed 2026-10-14
Avail Investment Partners, LLC
DECREASED
Shares1,304 from 1,381
Change-77 (-6%)
Value$407.2K (-$108.9K)
Filed 2026-10-16
Five Oceans Advisors
DECREASED
Shares1,302 from 1,367
Change-65 (-5%)
Value$406.6K (-$104.3K)
Filed 2026-10-22
Michael Brady & Co., LLC
UNCHANGED
Shares1,301 from 1,301
Change0 (0%)
Value$406.3K (-$79.9K)
Filed 2026-10-23
DWR Wealth Management, LLC
INCREASED
Shares1,299 from 1,282
Change+17 (+1%)
Value$413.1K (-$66.1K)
Filed 2026-10-13
William B. Walkup & Associates, Inc.
DECREASED
Shares1,295 from 1,332
Change-37 (-3%)
Value$404.4K (-$93.4K)
Filed 2026-11-05
Tamar Securities, LLC
DECREASED
Shares1,293 from 1,307
Change-14 (-1%)
Value$403.9K (-$84.5K)
Filed 2026-11-03
Integris Wealth Management, LLC
DECREASED
Shares1,289 from 1,302
Change-13 (-1%)
Value$402.4K (-$84.1K)
Filed 2026-10-14
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,287 from 1,286
Change+1 (+0%)
Value$401.8K (-$78.8K)
Filed 2026-10-13
Heritage Investment Group, Inc.
INCREASED
Shares1,283 from 574
Change+709 (+124%)
Value$400.7K (+$186.2K)
Filed 2026-11-03
RKL Wealth Management LLC
INCREASED
Shares1,283 from 1,270
Change+13 (+1%)
Value$400.7K (-$74.0K)
Filed 2026-10-16
JGP Wealth Management, LLC
INCREASED
Shares1,281 from 1,260
Change+21 (+2%)
Value$400.0K (-$70.9K)
Filed 2026-10-13
Shoker Investment Counsel, Inc.
INCREASED
Shares1,277 from 1,276
Change+1 (+0%)
Value$399.3K (-$78.1K)
Filed 2026-11-04
Whelan Financial
INCREASED
Shares1,272 from 1,047
Change+225 (+21%)
Value$397.4K (+$5.9K)
Filed 2026-10-28
Goldstein Advisors, LLC
INCREASED
Shares1,270 from 1,212
Change+58 (+5%)
Value$396.6K (-$56.4K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
DECREASED
Shares1,267 from 1,365
Change-98 (-7%)
Value$395.7K (-$114.5K)
Filed 2026-11-03
Balboa Wealth Partners
DECREASED
Shares1,266 from 1,630
Change-364 (-22%)
Value$395.2K (-$214.0K)
Filed 2026-10-20
Firethorn Wealth Partners, LLC
DECREASED
Shares1,264 from 1,307
Change-43 (-3%)
Value$394.8K (-$93.8K)
Filed 2026-10-14
Fulcrum Equity Management
INCREASED
Shares1,260 from 1,156
Change+104 (+9%)
Value$393.5K (-$38.5K)
Filed 2026-10-21
Capital Advantage, Inc.
DECREASED
Shares1,260 from 1,341
Change-81 (-6%)
Value$393.5K (-$107.7K)
Filed 2026-10-14
First Growth Capital LLC
DECREASED
Shares1,259 from 1,356
Change-97 (-7%)
Value$393.2K (-$113.6K)
Filed 2026-10-15
Polaris Financial Partners
NEW
Shares1,258
Change+1,258
Value$396
Filed 2026-10-02
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares1,255 from 1,254
Change+1 (+0%)
Value$391.8K (-$76.8K)
Filed 2026-10-09
Genesis Private Wealth, LLC
DECREASED
Shares1,254 from 1,275
Change-21 (-2%)
Value$391.7K (-$84.9K)
Filed 2026-11-02
Certior Financial Group, LLC
INCREASED
Shares1,254 from 1,251
Change+3 (+0%)
Value$391.6K (-$75.8K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
DECREASED
Shares1,252 from 1,263
Change-11 (-1%)
Value$391.0K (-$81.0K)
Filed 2026-10-29
Eagle Rock Investment Company, LLC
DECREASED
Shares1,250 from 1,268
Change-18 (-1%)
Value$390.4K (-$83.5K)
Filed 2026-10-21
Carnegie Lake Advisors LLC
DECREASED
Shares1,248 from 5,039
Change-3,791 (-75%)
Value$1.6M (-$309.6K)
Filed 2026-11-03
Good Harbor Advisors, Inc.
DECREASED
Shares1,247 from 1,306
Change-59 (-5%)
Value$389.4K (-$98.7K)
Filed 2026-10-20
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares1,243 from 1,271
Change-28 (-2%)
Value$388.2K (-$86.9K)
Filed 2026-10-20
Indiana Trust & Investment Management Co
DECREASED
Shares1,239 from 1,246
Change-7 (-1%)
Value$386.9K (-$78.7K)
Filed 2026-10-22
Clean Yield Group
DECREASED
Shares1,237 from 2,613
Change-1,376 (-53%)
Value$386.3K (-$590.3K)
Filed 2026-10-28
Reston Wealth Management LLC
DECREASED
Shares1,234 from 1,236
Change-2 (0%)
Value$385.2K (-$76.6K)
Filed 2026-10-29
Alliance Wealth Advisors, LLC
DECREASED
Shares1,231 from 1,642
Change-411 (-25%)
Value$384.4K (-$229.2K)
Filed 2026-10-28
KMG Fiduciary Partners, LLC
DECREASED
Shares1,226 from 1,230
Change-4 (0%)
Value$382.9K (-$76.8K)
Filed 2026-10-14
Goelzer Investment Management, Inc.
DECREASED
Shares1,217 from 1,237
Change-20 (-2%)
Value$380.1K (-$82.2K)
Filed 2026-10-16
Montz Harcus Wealth Management LLC
INCREASED
Shares1,216 from 897
Change+319 (+36%)
Value$379.7K (+$44.3K)
Filed 2026-10-09
BlueSky Wealth Advisors, LLC
INCREASED
Shares1,216 from 1,165
Change+51 (+4%)
Value$379.8K (-$55.7K)
Filed 2026-10-29
LifeGoal Investments, LLC
INCREASED
Shares1,214 from 1,201
Change+13 (+1%)
Value$379.1K (-$69.7K)
Filed 2026-10-09
Financial Management Professionals, Inc.
DECREASED
Shares1,213 from 1,219
Change-6 (0%)
Value$378.8K (-$76.8K)
Filed 2026-10-23
Hobart Private Capital, LLC
INCREASED
Shares1,204 from 1,198
Change+6 (+1%)
Value$376.0K (-$71.7K)
Filed 2026-10-19
Horizon Financial Services, LLC
DECREASED
Shares1,194 from 1,323
Change-129 (-10%)
Value$372.9K (-$121.6K)
Filed 2026-11-04
Pembroke Management, LTD
INCREASED
Shares1,192 from 1,142
Change+50 (+4%)
Value$372.3K (-$54.6K)
Filed 2026-10-21
Trueblood Wealth Management, LLC
UNCHANGED
Shares1,192 from 1,192
Change0 (0%)
Value$372.3K (-$73.2K)
Filed 2026-10-23
Washington Growth Strategies LLC
UNCHANGED
Shares1,191 from 1,191
Change0 (0%)
Value$371.9K (-$73.2K)
Filed 2026-10-19
Accelerate Investment Advisors LLC
DECREASED
Shares1,190 from 1,244
Change-54 (-4%)
Value$371.6K (-$93.4K)
Filed 2026-11-02
Connecticut Capital Management Group, LLC
INCREASED
Shares1,185 from 1,178
Change+7 (+1%)
Value$370.1K (-$70.2K)
Filed 2026-10-29
Avalon Capital Management
INCREASED
Shares1,183 from 1,105
Change+78 (+7%)
Value$369.4K (-$43.5K)
Filed 2026-11-04
ARS Investment Partners, LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$369.4K (-$72.7K)
Filed 2026-11-05
Salvus Wealth Management, LLC
INCREASED
Shares1,182 from 1,164
Change+18 (+2%)
Value$369.1K (-$65.9K)
Filed 2026-10-13
Marietta Wealth Management, LLC
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$361.2K (-$78.5K)
Filed 2026-10-22
Dynamic Financial Group
UNCHANGED
Shares1,176 from 1,176
Change0 (0%)
Value$367.2K (-$72.3K)
Filed 2026-10-28
Bull Street Advisors, LLC
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$366.0K (-$72.0K)
Filed 2026-10-20
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,170 from 1,125
Change+45 (+4%)
Value$365.4K (-$54.9K)
Filed 2026-10-20
Carter Financial Group, Inc.
INCREASED
Shares1,167 from 1,162
Change+5 (+0%)
Value$364.6K (-$69.8K)
Filed 2026-10-21
Boltwood Capital Management
INCREASED
Shares1,163 from 1,128
Change+35 (+3%)
Value$363.2K (-$58.4K)
Filed 2026-10-02
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$362.6K (-$71.3K)
Filed 2026-10-21
Royal Palms Capital LLC
INCREASED
Shares1,155 from 1,137
Change+18 (+2%)
Value$360.7K (-$64.2K)
Filed 2026-10-23
Fidelity D & D Bancorp Inc
DECREASED
Shares1,155 from 1,172
Change-17 (-1%)
Value$360.7K (-$77.3K)
Filed 2026-11-05
Aletheian Wealth Advisors LLC
INCREASED
Shares1,152 from 1,129
Change+23 (+2%)
Value$359.8K (-$62.2K)
Filed 2026-10-08
Jnba Financial Advisors
INCREASED
Shares1,151 from 518
Change+633 (+122%)
Value$359.4K (+$165.9K)
Filed 2026-11-03
Financial Security Advisor, Inc.
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$359.6K (-$70.7K)
Filed 2026-11-03
Narus Financial Partners, LLC
DECREASED
Shares1,150 from 1,177
Change-27 (-2%)
Value$359.1K (-$80.8K)
Filed 2026-10-19
Elevation Wealth Management LLC
INCREASED
Shares1,149 from 913
Change+236 (+26%)
Value$358.9K (+$17.7K)
Filed 2026-11-02
Semus Wealth Partners LLC
DECREASED
Shares1,148 from 1,218
Change-70 (-6%)
Value$358.5K (-$96.6K)
Filed 2026-10-22
Adirondack Capital Advisors, LLC
INCREASED
Shares1,145 from 1,133
Change+12 (+1%)
Value$357.7K (-$65.9K)
Filed 2026-10-09
Kaydan Wealth Management, Inc.
DECREASED
Shares1,144 from 1,361
Change-217 (-16%)
Value$357.3K (-$151.4K)
Filed 2026-10-08
Kelsey Financial, LLC
DECREASED
Shares1,141 from 1,153
Change-12 (-1%)
Value$356.3K (-$74.6K)
Filed 2026-10-28
Sherman Wealth Management LLC
INCREASED
Shares1,141 from 1,140
Change+1 (+0%)
Value$356.3K (-$69.6K)
Filed 2026-10-16
Amplius Wealth Advisors, LLC
INCREASED
Shares1,138 from 1,015
Change+123 (+12%)
Value$355.3K (-$23.9K)
Filed 2026-10-20
Oarsman Capital, Inc.
INCREASED
Shares1,137 from 1,117
Change+20 (+2%)
Value$355.1K (-$62.3K)
Filed 2026-11-05
Parkshore Wealth Management, Inc.
UNCHANGED
Shares1,135 from 1,135
Change0 (0%)
Value$354.5K (-$69.8K)
Filed 2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED
Shares1,133 from 1,103
Change+30 (+3%)
Value$353.9K (-$58.3K)
Filed 2026-10-27
Hohimer Wealth Management, LLC
INCREASED
Shares1,128 from 1,099
Change+29 (+3%)
Value$352.3K (-$58.5K)
Filed 2026-11-04
Banque de Luxembourg S.A.
NEW
Shares1,125
Change+1,125
Value$351.3K
Filed 2026-10-14
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares1,124 from 1,124
Change0 (0%)
Value$351.0K (-$69.1K)
Filed 2026-10-30
Zega Investments, LLC
DECREASED
Shares1,123 from 2,827
Change-1,704 (-60%)
Value$350.7K (-$705.8K)
Filed 2026-11-04
EdgeRock Capital LLC
DECREASED
Shares1,122 from 1,123
Change-1 (0%)
Value$350.4K (-$69.3K)
Filed 2026-11-03
Waystone Advisors LLC
UNCHANGED
Shares1,118 from 1,118
Change0 (0%)
Value$417.8K ($0)
Filed 2026-10-16
Three Seasons Wealth, LLC
INCREASED
Shares1,116 from 1,000
Change+116 (+12%)
Value$348.5K (-$25.2K)
Filed 2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED
Shares1,114 from 1,102
Change+12 (+1%)
Value$347.9K (-$64.0K)
Filed 2026-10-13
Warren Street Wealth Advisors, LLC
INCREASED
Shares1,113 from 980
Change+133 (+14%)
Value$347.6K (-$18.6K)
Filed 2026-11-04
Princeton Global Asset Management LLC
INCREASED
Shares1,111 from 725
Change+386 (+53%)
Value$346.9K (+$75.8K)
Filed 2026-10-21
Summit Wealth Group LLC / Co
DECREASED
Shares1,110 from 1,158
Change-48 (-4%)
Value$346.6K (-$86.0K)
Filed 2026-10-29
Third View Private Wealth, LLC
NEW
Shares1,105
Change+1,105
Value$345.1K
Filed 2026-10-30
Arvest Investments, Inc.
DECREASED
Shares1,105 from 1,107
Change-2 (0%)
Value$345.1K (-$68.6K)
Filed 2026-10-21
Stockman Wealth Management, Inc.
UNCHANGED
Shares1,101 from 1,101
Change0 (0%)
Value$343.8K (-$67.6K)
Filed 2026-10-27
Choice Wealth Advisors LLC
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$343.2K (-$67.5K)
Filed 2026-10-16
Vilga Financial Planning LLC
INCREASED
Shares1,098 from 1,056
Change+42 (+4%)
Value$342.9K (-$51.8K)
Filed 2026-10-09
Iron Financial LLC
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$339.8K (-$66.7K)
Filed 2026-10-23
Romano Brothers and Company
UNCHANGED
Shares1,087 from 1,087
Change0 (0%)
Value$339.5K (-$66.8K)
Filed 2026-10-22
1834 Investment Advisors Co
UNCHANGED
Shares1,087 from 1,087
Change0 (0%)
Value$339.5K (-$66.8K)
Filed 2026-10-16
Eubel Brady & Suttman Asset Management Inc
DECREASED
Shares1,084 from 1,203
Change-119 (-10%)
Value$338.0K (-$112.0K)
Filed 2026-11-04
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$338.5K (-$66.6K)
Filed 2026-10-29
Independence Financial Advisors, LLC
INCREASED
Shares1,083 from 1,036
Change+47 (+5%)
Value$338.1K (-$49.1K)
Filed 2026-10-08
Weil Company, Inc.
INCREASED
Shares1,081 from 1,018
Change+63 (+6%)
Value$337.5K (-$43.1K)
Filed 2026-10-14
Optivise Advisory Services LLC
DECREASED
Shares1,078 from 1,152
Change-74 (-6%)
Value$336.7K (-$93.7K)
Filed 2026-10-19
Sterling Wealth Management, Inc.
DECREASED
Shares1,076 from 1,156
Change-80 (-7%)
Value$336.0K (-$96.0K)
Filed 2026-10-23
Alchemi Wealth, LLC
INCREASED
Shares1,076 from 1,063
Change+13 (+1%)
Value$336.1K (-$61.3K)
Filed 2026-11-04
Vision Financial Markets LLC
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$335.7K (-$66.0K)
Filed 2026-10-22
Fonville Wealth Management LLC
INCREASED
Shares1,075 from 980
Change+95 (+10%)
Value$335.8K (-$30.5K)
Filed 2026-10-28
Fermata Advisors, LLC
DECREASED
Shares1,075 from 1,086
Change-11 (-1%)
Value$335.7K (-$70.0K)
Filed 2026-10-13
Leisure Capital Management
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$335.4K (-$66.0K)
Filed 2026-11-03
Clear Wave Wealth Management LLC
DECREASED
Shares1,073 from 1,089
Change-16 (-1%)
Value$335.1K (-$71.9K)
Filed 2026-11-04
Fortress Financial Group, LLC
DECREASED
Shares1,073 from 1,075
Change-2 (0%)
Value$335.2K (-$66.5K)
Filed 2026-10-21
Meadow Creek Wealth Advisors LLC
INCREASED
Shares1,067 from 947
Change+120 (+13%)
Value$333.2K (-$20.7K)
Filed 2026-11-02
KWB Wealth
DECREASED
Shares1,066 from 1,074
Change-8 (-1%)
Value$333.0K (-$68.6K)
Filed 2026-10-16
Foguth Wealth Management, Llc.
INCREASED
Shares1,064 from 640
Change+424 (+66%)
Value$333.9K (+$115.6K)
Filed 2026-10-19
Grey Ledge Advisors, LLC
INCREASED
Shares1,064 from 1,001
Change+63 (+6%)
Value$332.4K (-$41.7K)
Filed 2026-11-02
Valicenti Advisory Services Inc
INCREASED
Shares1,062 from 861
Change+201 (+23%)
Value$332.0K (+$331.7K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
DECREASED
Shares1,062 from 1,238
Change-176 (-14%)
Value$331.7K (-$131.0K)
Filed 2026-11-03
CKW Financial Group
DECREASED
Shares1,062 from 1,064
Change-2 (0%)
Value$332.0K (-$67.0K)
Filed 2026-10-29
Crown Wealth Group, LLC
INCREASED
Shares1,059 from 948
Change+111 (+12%)
Value$330.7K (-$23.6K)
Filed 2026-10-19
Latitude Advisors, LLC
INCREASED
Shares1,055 from 1,036
Change+19 (+2%)
Value$329.3K (-$57.8K)
Filed 2026-10-27
Rose Capital Advisors LLC
NEW
Shares1,054
Change+1,054
Value$329.3K
Filed 2026-11-04
Independent Solutions Wealth Management, LLC
DECREASED
Shares1,054 from 1,062
Change-8 (-1%)
Value$329.2K (-$67.7K)
Filed 2026-10-28
Cypress Wealth Services, LLC
INCREASED
Shares1,054 from 1,050
Change+4 (+0%)
Value$326.2K (-$66.1K)
Filed 2026-10-21
Capital CS Group, LLC
NEW
Shares1,053
Change+1,053
Value$328.8K
Filed 2026-10-29
Smith Partners Wealth Management, LLC
INCREASED
Shares1,051 from 811
Change+240 (+30%)
Value$328.2K (+$25.1K)
Filed 2026-11-05
Master's Wealth Management Inc.
INCREASED
Shares1,051 from 1,034
Change+17 (+2%)
Value$328.1K (-$58.2K)
Filed 2026-10-22
Quad-Cities Investment Group, LLC
DECREASED
Shares1,051 from 1,054
Change-3 (0%)
Value$328.3K (-$65.7K)
Filed 2026-10-16
Factor Wealth Management LTD
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$327.3K (-$64.4K)
Filed 2026-10-08
MRA Advisory Group
DECREASED
Shares1,043 from 3,292
Change-2,249 (-68%)
Value$325.7K (-$904.7K)
Filed 2026-10-07
Livet Wealth, LLC
DECREASED
Shares1,043 from 1,107
Change-64 (-6%)
Value$325.7K (-$88.0K)
Filed 2026-10-27
Coquina Private Wealth LLC
INCREASED
Shares1,042 from 1,041
Change+1 (+0%)
Value$325.4K (-$63.5K)
Filed 2026-10-27
TrueWealth Advisors, LLC
DECREASED
Shares1,037 from 1,084
Change-47 (-4%)
Value$323.7K (-$81.5K)
Filed 2026-10-09
Leo Wealth, LLC
NEW
Shares1,036
Change+1,036
Value$323.6K
Filed 2026-10-26
Gilman Hill Asset Management, LLC
DECREASED
Shares1,030 from 1,068
Change-38 (-4%)
Value$321.6K (-$77.5K)
Filed 2026-10-13
First Hawaiian Bank
INCREASED
Shares1,029 from 1,004
Change+25 (+2%)
Value$321.3K (-$53.9K)
Filed 2026-10-14
Client 1ST Advisory Group, LLC
INCREASED
Shares1,028 from 941
Change+87 (+9%)
Value$321.1K (-$30.7K)
Filed 2026-10-19
LongView Wealth Management
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$320.7K (-$63.0K)
Filed 2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares1,024 from 982
Change+42 (+4%)
Value$319.7K (-$47.2K)
Filed 2026-10-16
Royal Fund Management, LLC
UNCHANGED
Shares1,023 from 1,023
Change0 (0%)
Value$319.6K (-$62.9K)
Filed 2026-10-22
Phillips Financial Management, LLC
INCREASED
Shares1,022 from 947
Change+75 (+8%)
Value$319.2K (-$34.8K)
Filed 2026-10-19
Wealth Advisory Solutions, LLC
INCREASED
Shares1,020 from 811
Change+209 (+26%)
Value$318.5K (+$15.4K)
Filed 2026-10-20
Net Worth Advisory Group
INCREASED
Shares1,019 from 971
Change+48 (+5%)
Value$318.3K (-$44.8K)
Filed 2026-10-20
Leslie Global Wealth, LLC
INCREASED
Shares1,014 from 1,013
Change+1 (+0%)
Value$316.7K (-$61.9K)
Filed 2026-10-26
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares1,012 from 1,038
Change-26 (-2%)
Value$316.0K (-$71.9K)
Filed 2026-10-26
Rise Advisors, LLC
INCREASED
Shares1,011 from 889
Change+122 (+14%)
Value$315.7K (-$16.5K)
Filed 2026-10-16
Franklin Street Advisors Inc
INCREASED
Shares1,009 from 994
Change+15 (+2%)
Value$315.2K (-$56.4K)
Filed 2026-10-13
Cooper S Advisors, LLC
INCREASED
Shares1,008 from 937
Change+71 (+8%)
Value$314.9K (-$35.3K)
Filed 2026-11-03
Cosner Financial Group, LLC
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$313.9K (-$61.8K)
Filed 2026-11-03
Bender Robert & Associates
NEW
Shares1,004
Change+1,004
Value$313.5K
Filed 2026-10-21
Signet Investment Advisory Group, Inc.
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$313.2K (-$61.6K)
Filed 2026-10-30
Pines Wealth Management, LLC
DECREASED
Shares1,000 from 1,089
Change-89 (-8%)
Value$312.3K (-$94.7K)
Filed 2026-10-21
Avondale Wealth Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$312.3K (-$61.4K)
Filed 2026-10-15
Bucket List Wealth Management, LLC
DECREASED
Shares996 from 1,007
Change-11 (-1%)
Value$310.9K (-$65.3K)
Filed 2026-10-22
Family Investment Center, Inc.
NEW
Shares992
Change+992
Value$309.9K
Filed 2026-10-19
Barry Investment Advisors, LLC
INCREASED
Shares988 from 987
Change+1 (+0%)
Value$308.4K (-$60.4K)
Filed 2026-10-14
Landaas & Co
INCREASED
Shares987 from 617
Change+370 (+60%)
Value$308.1K (+$77.7K)
Filed 2026-10-29
New England Capital Financial Advisors LLC
DECREASED
Shares984 from 1,237
Change-253 (-20%)
Value$307.3K (-$154.8K)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares983 from 806
Change+177 (+22%)
Value$307.1K (+$5.9K)
Filed 2026-10-08
Owl Creek Wealth Partners LLC
DECREASED
Shares983 from 1,027
Change-44 (-4%)
Value$307.0K (-$76.8K)
Filed 2026-10-20
Apollon Financial, LLC
NEW
Shares981
Change+981
Value$306.4K
Filed 2026-10-23
Summit Asset Management, LLC
INCREASED
Shares978 from 965
Change+13 (+1%)
Value$305.4K (-$55.2K)
Filed 2026-11-05
Gradient Investments LLC
INCREASED
Shares975 from 765
Change+210 (+27%)
Value$304.4K (+$18.6K)
Filed 2026-10-08
Fortitude Family Office, LLC
INCREASED
Shares974 from 524
Change+450 (+86%)
Value$304.2K (+$108.3K)
Filed 2026-10-14
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares971 from 664
Change+307 (+46%)
Value$303.4K (+$55.1K)
Filed 2026-10-09
Tortuga Wealth Management, Inc
DECREASED
Shares969 from 1,174
Change-205 (-17%)
Value$302.9K (-$135.8K)
Filed 2026-10-27
Mann Financial Group, Inc.
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$302.6K (-$59.5K)
Filed 2026-10-15
Level Wealth Management LLC
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$301.7K (-$59.4K)
Filed 2026-10-23
Affinity Capital Advisors, LLC
INCREASED
Shares965 from 932
Change+33 (+4%)
Value$297.4K (-$55.5K)
Filed 2026-10-13
Harmony Asset Management LLC
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$301.5K (-$59.2K)
Filed 2026-10-20
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares963 from 931
Change+32 (+3%)
Value$300.7K (-$47.2K)
Filed 2026-10-22
Patton Albertson Miller Group, LLC
INCREASED
Shares962 from 953
Change+9 (+1%)
Value$300.4K (-$55.7K)
Filed 2026-10-26
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$300.5K (-$59.0K)
Filed 2026-10-19
Hughes Financial Services, LLC
DECREASED
Shares961 from 962
Change-1 (0%)
Value$300.8K (-$58.7K)
Filed 2026-10-30
Northwest Financial Advisors
DECREASED
Shares958 from 968
Change-10 (-1%)
Value$299.2K (-$62.6K)
Filed 2026-10-27
Signature Equity Partners, LLC
DECREASED
Shares956 from 1,102
Change-146 (-13%)
Value$298.6K (-$113.1K)
Filed 2026-10-29
Verus Capital Partners, LLC
DECREASED
Shares951 from 1,272
Change-321 (-25%)
Value$297.1K (-$178.4K)
Filed 2026-11-03
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares950 from 1,228
Change-278 (-23%)
Value$296.7K (-$162.3K)
Filed 2026-11-02
Davidson Kahn Capital Management, LLC
INCREASED
Shares948 from 947
Change+1 (+0%)
Value$296.1K (-$57.8K)
Filed 2026-10-26
Eclectic Associates Inc
DECREASED
Shares945 from 1,135
Change-190 (-17%)
Value$295.1K (-$128.9K)
Filed 2026-10-09
Commerce Advisors, LLC
DECREASED
Shares944 from 963
Change-19 (-2%)
Value$294.9K (-$65.1K)
Filed 2026-10-19
MN Wealth Advisors, LLC
DECREASED
Shares943 from 1,038
Change-95 (-9%)
Value$294.7K (-$93.2K)
Filed 2026-10-23
Tanager Wealth Management LLP
INCREASED
Shares942 from 796
Change+146 (+18%)
Value$294.2K (-$3.3K)
Filed 2026-10-19
Essex Investment Management Co LLC
DECREASED
Shares941 from 950
Change-9 (-1%)
Value$293.9K (-$61.2K)
Filed 2026-10-19
Financial Consulate, Inc
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$293.7K (-$57.8K)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares939
Change+939
Value$293.2K
Filed 2026-11-04
EPG Wealth Management LLC
INCREASED
Shares938 from 733
Change+205 (+28%)
Value$292.9K (+$18.9K)
Filed 2026-11-03
TradeWell Securities, Llc.
UNCHANGED
Shares938 from 938
Change0 (0%)
Value$293.1K (-$57.5K)
Filed 2026-10-21
Whitener Capital Management, Inc.
INCREASED
Shares936 from 929
Change+7 (+1%)
Value$292.4K (-$54.9K)
Filed 2026-10-15
Peddock Capital Advisors, LLC
DECREASED
Shares934 from 1,087
Change-153 (-14%)
Value$291.7K (-$114.6K)
Filed 2026-10-16
Veery Capital, LLC
DECREASED
Shares933 from 940
Change-7 (-1%)
Value$291.3K (-$60.2K)
Filed 2026-10-07
Verity & Verity, LLC
INCREASED
Shares931 from 930
Change+1 (+0%)
Value$290.6K (-$57.2K)
Filed 2026-10-23
MontVue Capital Management, Inc.
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$290.7K (-$57.2K)
Filed 2026-10-19
Virtue Asset Management LLC
INCREASED
Shares926 from 824
Change+102 (+12%)
Value$289.0K (-$18.9K)
Filed 2026-10-21
Sterling Financial Planning, Inc.
DECREASED
Shares925 from 1,072
Change-147 (-14%)
Value$288.9K (-$111.8K)
Filed 2026-10-28
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$288.7K (-$56.6K)
Filed 2026-10-09
Retirement Planning Group, LLC
DECREASED
Shares923 from 1,094
Change-171 (-16%)
Value$288.4K (-$120.6K)
Filed 2026-10-19
Acorn Creek Capital LLC
INCREASED
Shares922 from 830
Change+92 (+11%)
Value$288.0K (-$22.3K)
Filed 2026-11-05
Ring Mountain Capital, LLC
INCREASED
Shares920 from 884
Change+36 (+4%)
Value$287.3K (-$43.1K)
Filed 2026-10-13
CFM Wealth Partners LLC
INCREASED
Shares919 from 911
Change+8 (+1%)
Value$287.0K (-$53.5K)
Filed 2026-11-05
Box Hill Private Wealth LLC
DECREASED
Shares919 from 924
Change-5 (-1%)
Value$287.0K (-$58.3K)
Filed 2026-10-05
Financial Solutions Advisory Group, Inc.
INCREASED
Shares919 from 915
Change+4 (+0%)
Value$288.4K (-$40.1K)
Filed 2026-10-28
Beverly Hills Private Wealth, LLC
DECREASED
Shares914 from 1,547
Change-633 (-41%)
Value$285.5K (-$292.7K)
Filed 2026-11-04
Family Capital Management, Inc.
DECREASED
Shares913 from 948
Change-35 (-4%)
Value$285.0K (-$69.3K)
Filed 2026-11-03
West Paces Advisors Inc.
INCREASED
Shares913 from 889
Change+24 (+3%)
Value$285.1K (-$47.1K)
Filed 2026-10-13
Accel Wealth Management
INCREASED
Shares912 from 768
Change+144 (+19%)
Value$284.9K (-$2.1K)
Filed 2026-10-13
Pacific Sage Partners, LLC
UNCHANGED
Shares911 from 911
Change0 (0%)
Value$284.5K (-$56.0K)
Filed 2026-10-21
WPG Advisers, LLC
INCREASED
Shares910 from 897
Change+13 (+1%)
Value$284.2K (-$51.1K)
Filed 2026-10-27
Rachor Investment Advisory Services, LLC
DECREASED
Shares910 from 911
Change-1 (0%)
Value$284.2K (-$56.2K)
Filed 2026-10-29
Pittenger & Anderson Inc
DECREASED
Shares907 from 1,057
Change-150 (-14%)
Value$283.2K (-$111.8K)
Filed 2026-11-02
Saxony Capital Management, LLC
INCREASED
Shares904 from 782
Change+122 (+16%)
Value$282.3K (-$9.9K)
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED
Shares904 from 955
Change-51 (-5%)
Value$282.3K (-$74.5K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares900
Change+900
Value$281.1K
Filed 2026-10-19
University of Texas S AM Investment Management Co
INCREASED
Shares900 from 734
Change+166 (+23%)
Value$281.1K (+$6.7K)
Filed 2026-11-03
Veltria Advisors Corp.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$281.1K (-$55.3K)
Filed 2026-11-05
Private Wealth Management Group, LLC
DECREASED
Shares899 from 900
Change-1 (0%)
Value$280.7K (-$55.6K)
Filed 2026-10-19
Guidance Capital, Inc
INCREASED
Shares897 from 896
Change+1 (+0%)
Value$283.2K (-$26.8K)
Filed 2026-11-03
Firestone Capital Management
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$279.1K (-$54.9K)
Filed 2026-11-03
Fusion Family Wealth, LLC
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$278.9K (-$54.9K)
Filed 2026-11-02
Insight Advisors, LLC/ PA
INCREASED
Shares892 from 890
Change+2 (+0%)
Value$278.6K (-$54.1K)
Filed 2026-10-22
Stablepoint Partners, LLC
DECREASED
Shares891 from 895
Change-4 (0%)
Value$278.3K (-$56.2K)
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares884 from 854
Change+30 (+4%)
Value$276.2K (-$43.2K)
Filed 2026-10-21
Strata Wealth Advisors, LLC
INCREASED
Shares884 from 880
Change+4 (+0%)
Value$276.1K (-$52.8K)
Filed 2026-10-16
Aspire Private Capital, LLC
DECREASED
Shares884 from 885
Change-1 (0%)
Value$276.1K (-$54.5K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares883 from 872
Change+11 (+1%)
Value$275.8K (-$50.1K)
Filed 2026-10-28
Country Trust Bank
UNCHANGED
Shares881 from 881
Change0 (0%)
Value$275.1K (-$54.1K)
Filed 2026-10-30
John G Ullman & Associates Inc
DECREASED
Shares880 from 981
Change-101 (-10%)
Value$274.8K (-$91.8K)
Filed 2026-11-04
Sunburst Financial Group, LLC
INCREASED
Shares879 from 873
Change+6 (+1%)
Value$274.5K (-$51.8K)
Filed 2026-10-09
One Way Holdings LLC
INCREASED
Shares877 from 769
Change+108 (+14%)
Value$273.8K (-$13.4K)
Filed 2026-10-29
MBA Advisors LLC
DECREASED
Shares877 from 892
Change-15 (-2%)
Value$273.9K (-$59.5K)
Filed 2026-10-29
Madrona Financial Services, LLC
INCREASED
Shares877 from 874
Change+3 (+0%)
Value$273.7K (-$52.7K)
Filed 2026-10-23
Scissortail Wealth Management, LLC
INCREASED
Shares869 from 647
Change+222 (+34%)
Value$271.4K (+$29.6K)
Filed 2026-11-03
Birchbrook, Inc.
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$271.1K (-$53.3K)
Filed 2026-10-14
Cora Capital Advisors LLC
INCREASED
Shares867 from 862
Change+5 (+1%)
Value$270.7K (-$51.4K)
Filed 2026-11-02
TruNorth Capital Management, LLC
INCREASED
Shares857 from 615
Change+242 (+39%)
Value$267.6K (+$37.8K)
Filed 2026-10-14
High Net Worth Advisory Group LLC
INCREASED
Shares857 from 856
Change+1 (+0%)
Value$267.8K (-$52.4K)
Filed 2026-10-26
Index Fund Advisors, Inc.
INCREASED
Shares856 from 854
Change+2 (+0%)
Value$267.2K (-$52.0K)
Filed 2026-11-05
Planning Strategies Inc.
INCREASED
Shares855 from 534
Change+321 (+60%)
Value$267.0K (+$67.4K)
Filed 2026-10-02
Asset Dedication, LLC
DECREASED
Shares855 from 919
Change-64 (-7%)
Value$267.0K (-$76.5K)
Filed 2026-11-03
Creekside Partners
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$266.0K (-$52.3K)
Filed 2026-11-04
Vima LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$265.5K (-$52.2K)
Filed 2026-10-23
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares849 from 1,270
Change-421 (-33%)
Value$265.2K (-$209.4K)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares849 from 830
Change+19 (+2%)
Value$265.1K (-$45.1K)
Filed 2026-10-29
Embree Financial Group
DECREASED
Shares845 from 853
Change-8 (-1%)
Value$263.9K (-$54.9K)
Filed 2026-10-22
Yoder Wealth Management, Inc.
INCREASED
Shares844 from 822
Change+22 (+3%)
Value$263.6K (-$43.6K)
Filed 2026-10-13
OMC Financial Services LTD
NEW
Shares842
Change+842
Value$262.9K
Filed 2026-10-19
Mainsail Asset Management, LLC
DECREASED
Shares839 from 1,038
Change-199 (-19%)
Value$259.5K (-$102.4K)
Filed 2026-10-14
Nolet Wealth Management, LLC
DECREASED
Shares838 from 841
Change-3 (0%)
Value$261.6K (-$52.6K)
Filed 2026-10-15
Penobscot Wealth Management
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$261.4K (-$51.4K)
Filed 2026-10-21
Summit Financial Strategies, Inc.
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$261.5K (-$51.5K)
Filed 2026-10-14
Triumph Capital Management
DECREASED
Shares834 from 1,141
Change-307 (-27%)
Value$260.5K (-$166.0K)
Filed 2026-10-14
D.B. Root & Company, LLC
DECREASED
Shares831 from 843
Change-12 (-1%)
Value$259.5K (-$55.5K)
Filed 2026-11-04
KFA Private Wealth Group, LLC
INCREASED
Shares828 from 822
Change+6 (+1%)
Value$258.6K (-$48.7K)
Filed 2026-10-07
Future Financial Wealth Managment LLC
INCREASED
Shares826 from 825
Change+1 (+0%)
Value$257.9K (-$30.2K)
Filed 2026-10-15
Foundation Wealth Management, LLC
NEW
Shares824
Change+824
Value$257.3K
Filed 2026-10-22
Crescent Grove Advisors, LLC
NEW
Shares823
Change+823
Value$256.9K
Filed 2026-10-21
Clarity Wealth Advisors, LLC
DECREASED
Shares822 from 851
Change-29 (-3%)
Value$256.6K (-$61.6K)
Filed 2026-10-21
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$257.2K (-$49.1K)
Filed 2026-10-22
Levin Capital Strategies, L.P.
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$255.8K (-$50.3K)
Filed 2026-11-02
Tenzing Financial LLC
DECREASED
Shares818 from 822
Change-4 (0%)
Value$254.7K (-$56.7K)
Filed 2026-11-03
KRM Wealth Management L.L.C.
INCREASED
Shares816 from 815
Change+1 (+0%)
Value$255.0K (-$49.8K)
Filed 2026-11-02
Isthmus Partners, LLC
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$254.8K (-$50.1K)
Filed 2026-10-21
First Merchants Corp
INCREASED
Shares814 from 708
Change+106 (+15%)
Value$254.2K (-$10.4K)
Filed 2026-10-15
S&A Financial Services, Inc.
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$253.4K (-$49.9K)
Filed 2026-11-03
Regatta Capital Group, LLC
NEW
Shares810
Change+810
Value$253.0K
Filed 2026-10-23
Trust Co
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$253.0K (-$49.8K)
Filed 2026-10-09
Legacy Wealth Partners, LLC
DECREASED
Shares809 from 1,197
Change-388 (-32%)
Value$252.6K (-$194.7K)
Filed 2026-10-15
Live Oak Private Wealth LLC
INCREASED
Shares808 from 676
Change+132 (+20%)
Value$252.3K (-$311)
Filed 2026-11-02
Greater Midwest Financial Group, LLC
INCREASED
Shares807 from 806
Change+1 (+0%)
Value$252.2K (-$49.2K)
Filed 2026-10-13
Bayban
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$301.6K ($0)
Filed 2026-11-05
Greenhouse Wealth Management, LLC
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$251.7K (-$49.5K)
Filed 2026-10-20
Capital Planning LLC
DECREASED
Shares805 from 1,044
Change-239 (-23%)
Value$251.4K (-$138.8K)
Filed 2026-10-09
Brown Miller Wealth Management, LLC
INCREASED
Shares805 from 766
Change+39 (+5%)
Value$251.3K (-$34.9K)
Filed 2026-11-02
Wilkins Miller Wealth Management, LLC
UNCHANGED
Shares804 from 804
Change0 (0%)
Value$251.0K (-$49.4K)
Filed 2026-10-13
Kagan Cocozza Asset Management
UNCHANGED
Shares803 from 803
Change0 (0%)
Value$250.8K (-$49.3K)
Filed 2026-10-19
City Center Advisors, LLC
INCREASED
Shares796 from 786
Change+10 (+1%)
Value$248.6K (-$45.2K)
Filed 2026-10-08
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$248.3K (-$48.8K)
Filed 2026-10-07
Madson Wealth Advisors Inc
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$248.0K (-$48.6K)
Filed 2026-10-13
Sierra Summit Advisors LLC
NEW
Shares791
Change+791
Value$247.0K
Filed 2026-10-28
Sigma Investment Counselors Inc
DECREASED
Shares790 from 4,843
Change-4,053 (-84%)
Value$246.6K (-$1.6M)
Filed 2026-10-27
Innova Wealth Partners
NEW
Shares789
Change+789
Value$246.4K
Filed 2026-10-21
KFG Wealth Management, LLC
DECREASED
Shares787 from 794
Change-7 (-1%)
Value$245.6K (-$51.1K)
Filed 2026-10-16
Horizon Advisory Services, Inc.
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$245.5K (-$48.3K)
Filed 2026-10-29
St. Louis Trust Co
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$245.5K (-$561.8K)
Filed 2026-11-03
Investmark Advisory Group LLC
NEW
Shares784
Change+784
Value$244.9K
Filed 2026-10-27
Pachira Investments Inc.
INCREASED
Shares782 from 734
Change+48 (+7%)
Value$244.2K (-$30.0K)
Filed 2026-10-14
Level Financial Advisors
DECREASED
Shares779 from 847
Change-68 (-8%)
Value$243.3K (-$73.3K)
Filed 2026-10-13
Matauro, LLC
INCREASED
Shares779 from 744
Change+35 (+5%)
Value$243.3K (-$34.8K)
Filed 2026-11-03
Willis Johnson Wealth, Inc.
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$243.4K (-$47.9K)
Filed 2026-11-03
Sweeney & Michel, LLC
DECREASED
Shares773 from 916
Change-143 (-16%)
Value$241.4K (-$97.6K)
Filed 2026-10-16
Urban Wealth Management, LLC
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$241.1K (-$47.4K)
Filed 2026-10-21
Seamount Financial Group Inc
DECREASED
Shares765 from 802
Change-37 (-5%)
Value$238.9K (-$60.8K)
Filed 2026-10-21
Taylor Securities Services, Inc.
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$238.9K (-$47.0K)
Filed 2026-10-20
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares764 from 763
Change+1 (+0%)
Value$238.7K (-$46.6K)
Filed 2026-11-05
GW Henssler & Associates LTD
INCREASED
Shares763 from 753
Change+10 (+1%)
Value$238.3K (-$43.1K)
Filed 2026-10-26
Heartwood Wealth Advisors LLC
INCREASED
Shares759 from 705
Change+54 (+8%)
Value$237.0K (-$26.5K)
Filed 2026-10-05
Towerpoint Wealth, LLC
DECREASED
Shares758 from 773
Change-15 (-2%)
Value$236.8K (-$52.2K)
Filed 2026-10-13
Vista Investment Partners II, LLC
INCREASED
Shares758 from 757
Change+1 (+0%)
Value$236.6K (-$46.4K)
Filed 2026-10-15
Stevens Capital Partners
INCREASED
Shares757 from 538
Change+219 (+41%)
Value$236.6K (+$35.4K)
Filed 2026-10-29
Asset One Wealth Management LLC
INCREASED
Shares754 from 599
Change+155 (+26%)
Value$235.4K (+$19.6K)
Filed 2026-11-02
Bellecapital International Ltd.
NEW
Shares753
Change+753
Value$235.2K
Filed 2026-10-21
Eagle Wealth Strategies LLC
INCREASED
Shares753 from 725
Change+28 (+4%)
Value$235.2K (-$35.8K)
Filed 2026-10-20
Bfsg, LLC
INCREASED
Shares752 from 711
Change+41 (+6%)
Value$234.9K (-$30.9K)
Filed 2026-10-30
Worthington Financial Partners, LLC
INCREASED
Shares751 from 750
Change+1 (+0%)
Value$234.5K (-$45.8K)
Filed 2026-10-13
Lifetime Wealth Management P.C.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$234.2K (-$46.1K)
Filed 2026-10-29
Peck Wealth Management, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$234.2K (-$46.1K)
Filed 2026-10-29
CLG LLC
DECREASED
Shares749 from 761
Change-12 (-2%)
Value$233.9K (-$50.5K)
Filed 2026-10-13
Brown Wealth Management, LLC
INCREASED
Shares748 from 734
Change+14 (+2%)
Value$233.7K (-$40.6K)
Filed 2026-10-20
James J. Burns & Company, LLC
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$233.2K (-$45.9K)
Filed 2026-10-22
Paragon Advisors, LLC
NEW
Shares746
Change+746
Value$233.0K
Filed 2026-11-03
Avid Wealth Partners LLC
INCREASED
Shares746 from 742
Change+4 (+1%)
Value$233.0K (-$44.3K)
Filed 2026-11-03
Burns J W & Co Inc
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$232.7K (-$45.8K)
Filed 2026-10-20
WestHill Financial Advisors, Inc.
INCREASED
Shares744 from 729
Change+15 (+2%)
Value$232.3K (-$40.1K)
Filed 2026-10-14
Basso Capital Management, L.P.
INCREASED
Shares743 from 742
Change+1 (+0%)
Value$232.0K (-$45.3K)
Filed 2026-10-30
Manske Wealth Management
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$231.6K (-$45.6K)
Filed 2026-10-26
Private Capital Advisors, Inc.
NEW
Shares740
Change+740
Value$231.1K
Filed 2026-10-06
Arbor Investment Advisors, LLC
DECREASED
Shares737 from 837
Change-100 (-12%)
Value$230.2K (-$82.7K)
Filed 2026-10-26
GLR Partners, LLC
NEW
Shares736
Change+736
Value$229.9K
Filed 2026-11-04
Pzena Investment Management LLC
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$229.8K (-$45.2K)
Filed 2026-10-30
BlueChip Wealth Advisors LLC
INCREASED
Shares735 from 702
Change+33 (+5%)
Value$229.6K (-$32.8K)
Filed 2026-11-03
Morton Capital Management LLC
INCREASED
Shares734 from 699
Change+35 (+5%)
Value$229.1K (-$32.3K)
Filed 2026-10-23
Price Financial Group Wealth Management, Inc
NEW
Shares733
Change+733
Value$226.5K
Filed 2026-11-02
Sara-Bay Financial
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$228.9K (-$45.0K)
Filed 2026-10-21
Tsfg, LLC
DECREASED
Shares732 from 977
Change-245 (-25%)
Value$229.0K (-$136.0K)
Filed 2026-10-23
Diversified Management Inc
INCREASED
Shares732 from 621
Change+111 (+18%)
Value$228.6K (-$3.4K)
Filed 2026-10-08
August Group Capital Ltd
DECREASED
Shares732 from 759
Change-27 (-4%)
Value$228.3K (-$55.0K)
Filed 2026-10-14
Wiser Wealth Management, Inc
INCREASED
Shares731 from 696
Change+35 (+5%)
Value$228.3K (-$31.8K)
Filed 2026-10-14
Blue Zone Wealth Advisors, LLC
INCREASED
Shares730 from 663
Change+67 (+10%)
Value$228.0K (-$19.8K)
Filed 2026-10-19
Paragon Capital Management Ltd
DECREASED
Shares728 from 738
Change-10 (-1%)
Value$227.2K (-$48.8K)
Filed 2026-10-09
KTF Investments, LLC
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$227.3K (-$44.7K)
Filed 2026-10-23
Aurora Private Wealth, Inc.
INCREASED
Shares726 from 709
Change+17 (+2%)
Value$227.0K (-$38.0K)
Filed 2026-10-20
Northland Securities, Inc.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$226.4K (-$44.5K)
Filed 2026-11-02
Nautilus Advisors LLC
INCREASED
Shares724 from 688
Change+36 (+5%)
Value$226.3K (-$20.9K)
Filed 2026-10-07
Cherrydale Wealth Management, LLC
INCREASED
Shares724 from 718
Change+6 (+1%)
Value$226.2K (-$42.3K)
Filed 2026-10-20
New Wave Wealth Advisors LLC
NEW
Shares723
Change+723
Value$223.0K
Filed 2026-10-19
Dixon Fnancial Services, Inc.
DECREASED
Shares722 from 725
Change-3 (0%)
Value$225.4K (-$45.5K)
Filed 2026-10-23
RAM Investment Partners, LLC
INCREASED
Shares720 from 685
Change+35 (+5%)
Value$224.9K (-$31.2K)
Filed 2026-10-21
Arista Wealth Management, LLC
INCREASED
Shares720 from 689
Change+31 (+5%)
Value$224.9K (-$32.6K)
Filed 2026-10-29
Planned Solutions, Inc.
INCREASED
Shares719 from 651
Change+68 (+10%)
Value$224.5K (-$18.8K)
Filed 2026-10-19
Lake Street Private Wealth, LLC
UNCHANGED
Shares718 from 718
Change0 (0%)
Value$224.3K (-$44.1K)
Filed 2026-10-22
Seven Hills Financial, LLC
NEW
Shares717
Change+717
Value$223.9K
Filed 2026-10-13
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares716 from 725
Change-9 (-1%)
Value$217.5K (-$57.2K)
Filed 2026-10-19
Uhlmann Price Securities, LLC
DECREASED
Shares714 from 716
Change-2 (0%)
Value$223.0K (-$44.6K)
Filed 2026-11-03
Rare Wolf Capital LLC
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$222.7K (-$43.8K)
Filed 2026-10-20
Altus Wealth Group LLC
DECREASED
Shares712 from 784
Change-72 (-9%)
Value$222.4K (-$70.7K)
Filed 2026-10-20
Fiduciary Financial Group, LLC
INCREASED
Shares712 from 704
Change+8 (+1%)
Value$222.4K (-$40.7K)
Filed 2026-10-13
Legacy Financial Strategies, LLC
DECREASED
Shares712 from 719
Change-7 (-1%)
Value$222.4K (-$46.4K)
Filed 2026-10-15
Mayfair Advisory Group, LLC
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$222.4K (-$29.5K)
Filed 2026-10-20
Chemung Canal Trust Co
INCREASED
Shares710 from 704
Change+6 (+1%)
Value$221.7K (-$41.4K)
Filed 2026-11-04
GFS Advisors, LLC
NEW
Shares708
Change+708
Value$221.0K
Filed 2026-11-03
waypoint wealth counsel
INCREASED
Shares706 from 611
Change+95 (+16%)
Value$220.5K (-$7.9K)
Filed 2026-10-22
Echo45 Advisors LLC
INCREASED
Shares705 from 609
Change+96 (+16%)
Value$220.3K (-$7.3K)
Filed 2026-10-07
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares705 from 694
Change+11 (+2%)
Value$220.2K (-$39.2K)
Filed 2026-11-04
Patriot Investment Management Group, Inc.
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$219.2K (-$43.1K)
Filed 2026-10-15
Lauer Wealth, LLC
DECREASED
Shares700 from 1,070
Change-370 (-35%)
Value$213.9K (-$164.6K)
Filed 2026-10-13
GFG Capital, LLC
DECREASED
Shares700 from 752
Change-52 (-7%)
Value$218.6K (-$62.4K)
Filed 2026-10-16
Sard Wealth Management Group, LLC
INCREASED
Shares700 from 655
Change+45 (+7%)
Value$218.5K (-$26.5K)
Filed 2026-10-16
Montchanin Asset Management, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$219.0K (-$43.0K)
Filed 2026-11-02
Mattern Wealth Management LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$218.6K (-$43.0K)
Filed 2026-11-04
626 Financial, LLC
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$218.1K (-$42.9K)
Filed 2026-11-04
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares698 from 708
Change-10 (-1%)
Value$218.0K (-$46.5K)
Filed 2026-10-09
Private Client Services, LLC
DECREASED
Shares698 from 700
Change-2 (0%)
Value$218.1K (-$43.5K)
Filed 2026-10-02
Sage Mountain Advisors LLC
DECREASED
Shares695 from 756
Change-61 (-8%)
Value$217.0K (-$65.5K)
Filed 2026-11-02
Gutierrez Wealth Advisory, LLC
NEW
Shares694
Change+694
Value$216.9K
Filed 2026-11-02
Holos Integrated Wealth LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$216.0K (-$38.7K)
Filed 2026-10-23
Wedgewood Investors Inc
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$216.7K (-$42.6K)
Filed 2026-10-28
Ceera Investments, LLC
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$216.7K (-$42.6K)
Filed 2026-11-02
Summit Financial Wealth Advisors, LLC
INCREASED
Shares693 from 575
Change+118 (+21%)
Value$216.4K (+$1.5K)
Filed 2026-10-15
Northcape Wealth Management, LLC
INCREASED
Shares693 from 662
Change+31 (+5%)
Value$216.4K (-$31.0K)
Filed 2026-11-04
Strategy Asset Managers LLC
DECREASED
Shares692 from 4,404
Change-3,712 (-84%)
Value$216.1K (-$1.4M)
Filed 2026-10-14
Prosperity Financial Group, Inc.
DECREASED
Shares692 from 713
Change-21 (-3%)
Value$216.1K (-$50.4K)
Filed 2026-10-29
Pettinga Financial Advisors LLC
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$215.8K (-$42.5K)
Filed 2026-10-13
Global Wealth Management Investment Advisory, Inc.
NEW
Shares690
Change+690
Value$215.5K
Filed 2026-11-04
Creative Capital Management Investments LLC
INCREASED
Shares689 from 656
Change+33 (+5%)
Value$215.2K (-$30.0K)
Filed 2026-10-28
Trinity Financial Advisors LLC
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$214.2K (-$42.1K)
Filed 2026-10-09
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$213.9K (-$42.1K)
Filed 2026-11-03
Howard Wealth Management, LLC
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$213.8K (-$41.9K)
Filed 2026-10-28
Seven Mile Advisory
DECREASED
Shares683 from 760
Change-77 (-10%)
Value$213.3K (-$70.7K)
Filed 2026-10-22
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$212.8K (-$41.9K)
Filed 2026-10-30
Mustard Seed Financial, LLC
DECREASED
Shares681 from 735
Change-54 (-7%)
Value$212.7K (-$62.0K)
Filed 2026-10-30
KRS Capital Management, LLC
DECREASED
Shares680 from 759
Change-79 (-10%)
Value$212.3K (-$71.5K)
Filed 2026-10-16
Wealth Advisory Team LLC
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$211.7K (-$41.6K)
Filed 2026-11-05
RBA Wealth Management, LLC
NEW
Shares677
Change+677
Value$211.4K
Filed 2026-10-28
Morling Financial Advisors, LLC
INCREASED
Shares677 from 673
Change+4 (+1%)
Value$211.4K (-$40.1K)
Filed 2026-10-28
Granite Islands Private Wealth, LLC
INCREASED
Shares675 from 556
Change+119 (+21%)
Value$210.8K (+$3.0K)
Filed 2026-10-16
DecisionMap Wealth Management, LLC
DECREASED
Shares675 from 677
Change-2 (0%)
Value$210.8K (-$42.2K)
Filed 2026-10-29
Brian LOW Financial Group, LLC
DECREASED
Shares675 from 676
Change-1 (0%)
Value$210.9K (-$41.8K)
Filed 2026-10-28
First Affirmative Financial Network
NEW
Shares674
Change+674
Value$210.6K
Filed 2026-10-21
Avaii Wealth Management, LLC
DECREASED
Shares673 from 831
Change-158 (-19%)
Value$208.3K (-$102.2K)
Filed 2026-10-09
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$209.9K (-$42.1K)
Filed 2026-10-09
Ridgecrest Wealth Partners, LLC
DECREASED
Shares671 from 676
Change-5 (-1%)
Value$209.5K (-$43.1K)
Filed 2026-10-19
McCollum Christoferson Group LLC
NEW
Shares670
Change+670
Value$209.2K
Filed 2026-10-13
Instrumental Wealth, LLC
INCREASED
Shares669 from 658
Change+11 (+2%)
Value$209.0K (-$36.8K)
Filed 2026-10-20
Aafmaa Wealth Management & Trust LLC
UNCHANGED
Shares669 from 669
Change0 (0%)
Value$208.9K (-$41.1K)
Filed 2026-10-14
Maltin Wealth Management, Inc.
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$208.6K (-$41.0K)
Filed 2026-10-13
Clear Trail Advisors, LLC
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$208.2K (-$41.0K)
Filed 2026-10-20
Samalin Investment Counsel, LLC
INCREASED
Shares666 from 665
Change+1 (+0%)
Value$208.0K (-$40.7K)
Filed 2026-10-23
XY Planning Network, Inc.
NEW
Shares663
Change+663
Value$207.1K
Filed 2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares663 from 671
Change-8 (-1%)
Value$207.1K (-$43.6K)
Filed 2026-10-13
Orca Wealth Management, LLC
INCREASED
Shares662 from 579
Change+83 (+14%)
Value$206.8K (-$9.6K)
Filed 2026-10-14
Park Capital Management, LLC / WI
INCREASED
Shares661 from 637
Change+24 (+4%)
Value$206.5K (-$31.7K)
Filed 2026-10-13
Founders Capital Management, LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$206.4K (-$40.6K)
Filed 2026-10-23
SilverOak Wealth Management LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$206.1K (-$40.6K)
Filed 2026-10-29
Balance Wealth Partners LLC
DECREASED
Shares659 from 737
Change-78 (-11%)
Value$206.1K (-$69.2K)
Filed 2026-10-27
Inman Jager Wealth Management, LLC
DECREASED
Shares659 from 686
Change-27 (-4%)
Value$205.8K (-$50.6K)
Filed 2026-11-05
Shira Ridge Wealth Management
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$205.5K (-$40.4K)
Filed 2026-10-09
New England Professional Planning Group Inc.
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$204.6K (-$40.2K)
Filed 2026-10-29
Olympiad Research LP
NEW
Shares654
Change+654
Value$204.2K
Filed 2026-11-04
Sagace Wealth Management LLC
DECREASED
Shares653 from 701
Change-48 (-7%)
Value$203.9K (-$58.1K)
Filed 2026-10-28
Independent Wealth Network Inc.
INCREASED
Shares653 from 611
Change+42 (+7%)
Value$203.8K (-$24.4K)
Filed 2026-10-19
Advisory Solutions Group, LLC
NEW
Shares652
Change+652
Value$203.7K
Filed 2026-10-14
Greenbush Financial Group, LLC
INCREASED
Shares652 from 651
Change+1 (+0%)
Value$203.5K (-$39.8K)
Filed 2026-10-15
Simplify Asset Management Inc.
DECREASED
Shares651 from 1,643
Change-992 (-60%)
Value$203.3K (-$410.7K)
Filed 2026-10-27
Townsend Asset Management Corp
INCREASED
Shares651 from 570
Change+81 (+14%)
Value$203.3K (-$9.7K)
Filed 2026-10-29
IFG Advisors, LLC
DECREASED
Shares650 from 671
Change-21 (-3%)
Value$203.1K (-$47.8K)
Filed 2026-10-15
Beirne Wealth Consulting Services, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$203.0K (-$39.9K)
Filed 2026-10-19
Rubicon Advisors, GP
NEW
Shares649
Change+649
Value$202.8K
Filed 2026-10-23
Able Financial Group, LLC
NEW
Shares647
Change+647
Value$202.0K
Filed 2026-10-14
DT Investment Partners, LLC
DECREASED
Shares647 from 697
Change-50 (-7%)
Value$202.1K (-$58.4K)
Filed 2026-10-27
Luts & Greenleigh Group, Inc.
DECREASED
Shares647 from 678
Change-31 (-5%)
Value$202.1K (-$51.2K)
Filed 2026-11-05
Tenet Wealth Partners, LLC
DECREASED
Shares645 from 672
Change-27 (-4%)
Value$201.4K (-$41.6K)
Filed 2026-10-19
Wealth Quarterback LLC
DECREASED
Shares645 from 655
Change-10 (-2%)
Value$201.4K (-$43.5K)
Filed 2026-10-20
Fulcrum Capital LLC
NEW
Shares642
Change+642
Value$200.5K
Filed 2026-10-15
Means Investment Co., Inc.
DECREASED
Shares642 from 1,887
Change-1,245 (-66%)
Value$200.6K (-$504.5K)
Filed 2026-11-03
Colonial River Investments, LLC
INCREASED
Shares642 from 550
Change+92 (+17%)
Value$200.5K (-$5.1K)
Filed 2026-10-19
Gen-Wealth Partners Inc
INCREASED
Shares636 from 531
Change+105 (+20%)
Value$198.6K (+$360)
Filed 2026-11-04
Cornerstone National Bank & Trust Co
NEW
Shares625
Change+625
Value$195.2K
Filed 2026-10-20
First Community Trust NA
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$193.0K (-$38.0K)
Filed 2026-10-07
Strategic Advocates LLC
DECREASED
Shares612 from 672
Change-60 (-9%)
Value$191.1K (-$60.0K)
Filed 2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$189.2K (-$37.2K)
Filed 2026-10-15
Manchester Capital Management LLC
DECREASED
Shares596 from 688
Change-92 (-13%)
Value$186.1K (-$71.0K)
Filed 2026-10-22
First United Bank & Trust
INCREASED
Shares587 from 437
Change+150 (+34%)
Value$183.3K (+$20.0K)
Filed 2026-10-22
Ashurst Perkins Coie Trust Co
INCREASED
Shares580 from 492
Change+88 (+18%)
Value$181.1K (-$2.7K)
Filed 2026-10-15
Archer Investment Corp
INCREASED
Shares572 from 360
Change+212 (+59%)
Value$178.6K (+$44.1K)
Filed 2026-11-05
Pathway Financial Advisers, LLC
INCREASED
Shares567 from 550
Change+17 (+3%)
Value$177.1K (-$28.5K)
Filed 2026-10-27
Western Pacific Wealth Management, LP
INCREASED
Shares566 from 441
Change+125 (+28%)
Value$176.8K (+$11.9K)
Filed 2026-10-16
Old Second National Bank of Aurora
DECREASED
Shares556 from 616
Change-60 (-10%)
Value$173.6K (-$56.6K)
Filed 2026-10-22
Arlington Trust Co LLC
INCREASED
Shares553 from 419
Change+134 (+32%)
Value$172.7K (+$16.1K)
Filed 2026-10-20
Maseco LLP
INCREASED
Shares548 from 533
Change+15 (+3%)
Value$171.2K (-$27.8K)
Filed 2026-10-27
Main Street Group, LTD
DECREASED
Shares533 from 552
Change-19 (-3%)
Value$166.4K (-$39.8K)
Filed 2026-10-28
Olistico Wealth, LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$165.5K (-$32.6K)
Filed 2026-10-05
Global Trust Asset Management, LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$164.0K (-$32.3K)
Filed 2026-10-19
Quaker Wealth Management, LLC
INCREASED
Shares524 from 444
Change+80 (+18%)
Value$163.6K (-$2.3K)
Filed 2026-10-22
RMG Wealth Management LLC
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$151.9K (-$39.6K)
Filed 2026-10-26
James T. Borello RIA
INCREASED
Shares519 from 470
Change+49 (+10%)
Value$162.1K (-$13.6K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$162.1K (-$31.9K)
Filed 2026-10-23
Evolution Wealth Management Inc.
INCREASED
Shares510 from 128
Change+382 (+298%)
Value$159.3K (+$111.4K)
Filed 2026-10-28
Concord Wealth Partners
DECREASED
Shares506 from 763
Change-257 (-34%)
Value$157.9K (-$127.3K)
Filed 2026-11-02
GGM Financial LLC
INCREASED
Shares506 from 381
Change+125 (+33%)
Value$157.9K (+$15.6K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares500 from 463
Change+37 (+8%)
Value$156.1K (-$16.9K)
Filed 2026-10-07
Summit Securities Group LLC
INCREASED
Shares486 from 242
Change+244 (+101%)
Value$151.8K (+$61.3K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares478 from 1,540
Change-1,062 (-69%)
Value$149.4K (-$426.2K)
Filed 2026-10-14
Trifecta Capital Advisors, LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$148.3K (-$29.2K)
Filed 2026-10-21
First Financial Corp
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$148.3K (-$29.2K)
Filed 2026-10-13
McCarley & Cook Financial Planners
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$143.4K (-$28.2K)
Filed 2026-10-21
Mascoma Wealth Management LLC
DECREASED
Shares446 from 450
Change-4 (-1%)
Value$139.3K (-$29.0K)
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares440
Change+440
Value$137.3K
Filed 2026-10-27
Peterson Wealth Services
INCREASED
Shares440 from 226
Change+214 (+95%)
Value$137.4K (+$52.9K)
Filed 2026-10-26
SRH Advisors, LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$136.5K (-$26.8K)
Filed 2026-10-22
Rakuten Securities, Inc.
DECREASED
Shares432 from 562
Change-130 (-23%)
Value$134.9K (-$75.1K)
Filed 2026-11-02
Adkins Seale Capital Management LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$133.7K (-$26.3K)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$133.1K (-$27.7K)
Filed 2026-10-09
Granite FO LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$131.5K (-$25.9K)
Filed 2026-10-14
Advocate Investing Services LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$131.6K (-$25.8K)
Filed 2026-10-26
Prism Planning Partners LLC
NEW
Shares420
Change+420
Value$131.1K
Filed 2026-10-27
Hurley Capital, LLC
INCREASED
Shares401 from 400
Change+1 (+0%)
Value$125.2K (-$24.3K)
Filed 2026-11-05
Southern Michigan Bank & Trust
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$124.9K (-$24.6K)
Filed 2026-10-19
Birchwood Financial Partners, Inc.
INCREASED
Shares392 from 375
Change+17 (+5%)
Value$122.4K (-$17.7K)
Filed 2026-11-02
Toth Financial Advisory Corp
INCREASED
Shares391 from 338
Change+53 (+16%)
Value$122.1K (-$4.2K)
Filed 2026-10-08
Vaquero Private Wealth, LTD
DECREASED
Shares388 from 392
Change-4 (-1%)
Value$121.2K (-$25.3K)
Filed 2026-10-27
United Community Bank
INCREASED
Shares378 from 361
Change+17 (+5%)
Value$118.0K (-$16.9K)
Filed 2026-10-28
Avion Wealth
INCREASED
Shares378 from 368
Change+10 (+3%)
Value$118.0K (-$19.0K)
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$117.7K (-$23.2K)
Filed 2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares373 from 1,401
Change-1,028 (-73%)
Value$116.5K (-$407.1K)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED
Shares371 from 345
Change+26 (+8%)
Value$115.9K (-$13.1K)
Filed 2026-10-29
Copeland Capital Management, LLC
DECREASED
Shares356 from 534
Change-178 (-33%)
Value$111.2K (-$88.4K)
Filed 2026-10-13
Brown Shipley& Co Ltd
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$110.2K (-$21.7K)
Filed 2026-10-09
1620 Investment Advisors, Inc.
INCREASED
Shares350 from 349
Change+1 (+0%)
Value$109.2K (-$21.5K)
Filed 2026-11-04
North Point Portfolio Managers Corp
NEW
Shares343
Change+343
Value$107.1K
Filed 2026-10-07
Roxbury Financial LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$107.2K (-$21.0K)
Filed 2026-10-01
Navigoe, LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$106.0K (-$21.0K)
Filed 2026-11-04
Eukles Asset Management
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$106.5K (-$21.0K)
Filed 2026-11-04
Tobam
DECREASED
Shares333 from 365
Change-32 (-9%)
Value$104.0K (-$32.0K)
Filed 2026-11-03
Lipe & Dalton
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$104.0K (+$103.9K)
Filed 2026-10-15
Ares Financial Consulting, LLC
INCREASED
Shares326 from 316
Change+10 (+3%)
Value$101.7K (-$16.6K)
Filed 2026-10-19
Intesa Sanpaolo Wealth Management
DECREASED
Shares325 from 637
Change-312 (-49%)
Value$101.5K (-$136.6K)
Filed 2026-10-28
General Partner, Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$101.5K (-$20.0K)
Filed 2026-10-05
Joseph Group Capital Management
INCREASED
Shares320 from 260
Change+60 (+23%)
Value$99.9K (+$2.8K)
Filed 2026-11-04
Godsey & Gibb, Inc
DECREASED
Shares315 from 333
Change-18 (-5%)
Value$98.4K (-$26.1K)
Filed 2026-10-14
First Pacific Financial
INCREASED
Shares306 from 156
Change+150 (+96%)
Value$95.5K (+$37.3K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
INCREASED
Shares305 from 234
Change+71 (+30%)
Value$95.2K (+$7.8K)
Filed 2026-11-02
Mosley Wealth Management
INCREASED
Shares304 from 153
Change+151 (+99%)
Value$94.7K (+$37.4K)
Filed 2026-10-16
POM Investment Strategies, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$95.0K (-$18.7K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
INCREASED
Shares303 from 292
Change+11 (+4%)
Value$94.7K (-$14.5K)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$94.4K (-$18.5K)
Filed 2026-10-15
Advantage Trust Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$93.7K (-$18.4K)
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
INCREASED
Shares299 from 281
Change+18 (+6%)
Value$93.4K (-$11.6K)
Filed 2026-10-30
Gilpin Wealth Management, LLC
INCREASED
Shares299 from 289
Change+10 (+3%)
Value$93.5K (-$14.7K)
Filed 2026-10-09
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares294 from 262
Change+32 (+12%)
Value$91.8K (-$6.1K)
Filed 2026-10-15
Tradewinds Capital Management, LLC
INCREASED
Shares290 from 153
Change+137 (+90%)
Value$90.5K (+$33.4K)
Filed 2026-10-23
Lodestone Wealth Management LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$89.3K (-$17.5K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
INCREASED
Shares283 from 234
Change+49 (+21%)
Value$88.0K (+$87.9K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$86.8K (-$17.1K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares271 from 228
Change+43 (+19%)
Value$84.6K (-$579)
Filed 2026-10-28
Marquette Asset Management, LLC
DECREASED
Shares268 from 330
Change-62 (-19%)
Value$83.7K (-$39.6K)
Filed 2026-10-09
Elevation Wealth Partners, LLC
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$82.4K (-$16.2K)
Filed 2026-10-07
Tower Trust & Investment Co
INCREASED
Shares261 from 86
Change+175 (+203%)
Value$81.5K (+$49.4K)
Filed 2026-10-28
Team Financial Group, LLC
NEW
Shares258
Change+258
Value$80.5K
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares258 from 272
Change-14 (-5%)
Value$80.5K (-$21.0K)
Filed 2026-10-16
Horrell Capital Management, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$78.1K (-$15.4K)
Filed 2026-10-08
Putney Financial Group LLC
NEW
Shares247
Change+247
Value$77.1K
Filed 2026-10-30
William Mack & Associates, Inc.
NEW
Shares243
Change+243
Value$75.9K
Filed 2026-10-27
Downshift Financial, LLC
INCREASED
Shares243 from 223
Change+20 (+9%)
Value$75.9K (-$7.5K)
Filed 2026-10-13
Fairway Wealth LLC
NEW
Shares237
Change+237
Value$74.0K
Filed 2026-10-30
Lynch Investment Planning, LLC
NEW
Shares233
Change+233
Value$72.8K
Filed 2026-10-27
Friedenthal Financial
NEW
Shares227
Change+227
Value$70.9K
Filed 2026-10-27
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares227 from 226
Change+1 (+0%)
Value$70.8K (-$13.9K)
Filed 2026-10-20
Monetary Solutions, Ltd
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$69.5K (-$13.6K)
Filed 2026-10-22
Activest Wealth Management
DECREASED
Shares214 from 215
Change-1 (0%)
Value$66.8K (-$13.5K)
Filed 2026-10-15
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$66.3K (-$13.0K)
Filed 2026-10-26
Montgomery Financial Services LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$65.6K (-$12.9K)
Filed 2026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$65.0K (-$12.8K)
Filed 2026-10-16
Burk Holdings LLC
INCREASED
Shares201 from 129
Change+72 (+56%)
Value$62.8K (+$14.6K)
Filed 2026-11-05
Bare Financial Services, Inc
INCREASED
Shares193 from 175
Change+18 (+10%)
Value$60.3K (-$5.1K)
Filed 2026-11-04
Richardson Financial Services Inc.
INCREASED
Shares191 from 189
Change+2 (+1%)
Value$59.7K (-$11.0K)
Filed 2026-10-30
Security National Bank
DECREASED
Shares190 from 206
Change-16 (-8%)
Value$59.3K (-$17.7K)
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
DECREASED
Shares189 from 225
Change-36 (-16%)
Value$59.0K (-$25.0K)
Filed 2026-10-14
Asset Planning,Inc
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$57.1K (-$11.2K)
Filed 2026-10-26
Hager Investment Management Services, LLC
INCREASED
Shares180 from 178
Change+2 (+1%)
Value$56.2K (-$10.3K)
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$55.6K (-$10.9K)
Filed 2026-10-13
Aspect Partners, LLC
DECREASED
Shares177 from 179
Change-2 (-1%)
Value$55.3K (-$11.6K)
Filed 2026-10-20
Carota Wealth Management
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$55.3K (-$10.9K)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$54.0K (-$10.6K)
Filed 2026-10-23
Entrust Financial LLC
INCREASED
Shares168 from 161
Change+7 (+4%)
Value$52.5K (-$7.7K)
Filed 2026-11-04
Covestor Ltd
DECREASED
Shares161 from 164
Change-3 (-2%)
Value$50.0K (+$49.9K)
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$49.7K (-$9.8K)
Filed 2026-10-16
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$48.8K (-$9.6K)
Filed 2026-10-28
Antipodes Partners Ltd
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$45.3K (-$8.9K)
Filed 2026-11-05
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$44.7K (-$10.0K)
Filed 2026-10-01
One River Asset Management, LLC
NEW
Shares141
Change+141
Value$44.0K
Filed 2026-10-21
Investors Research Corp
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$43.7K (-$8.6K)
Filed 2026-10-07
Guardian Partners Inc.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$39.0K (-$7.7K)
Filed 2026-10-21
Burkett Financial Services, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$39.1K (-$7.6K)
Filed 2026-10-01
Key Capital Management, Inc
INCREASED
Shares123 from 18
Change+105 (+583%)
Value$38.6K (+$31.8K)
Filed 2026-11-03
Markowski Investments
DECREASED
Shares120 from 123
Change-3 (-2%)
Value$37.5K (-$8.5K)
Filed 2026-10-30
United Financial Planning Group LLC
INCREASED
Shares118 from 73
Change+45 (+62%)
Value$36.9K (+$9.6K)
Filed 2026-11-04
Acumen Wealth Advisors, LLC
INCREASED
Shares118 from 84
Change+34 (+40%)
Value$36.9K (+$5.5K)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
DECREASED
Shares114 from 594
Change-480 (-81%)
Value$35.6K (-$186.4K)
Filed 2026-11-03
Clark Wealth Partners
INCREASED
Shares114 from 67
Change+47 (+70%)
Value$35.6K (+$10.6K)
Filed 2026-10-19
IMG Wealth Management, Inc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$35.6K (-$7.0K)
Filed 2026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares111 from 36
Change+75 (+208%)
Value$34.7K (+$21.2K)
Filed 2026-10-30
Hoese & Co LLP
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$34.0K (-$6.7K)
Filed 2026-10-21
J.Safra Asset Management Corp
DECREASED
Shares107 from 3,145
Change-3,038 (-97%)
Value$33.4K (-$1.1M)
Filed 2026-11-03
Gleason Group, Inc.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$33.4K (-$6.6K)
Filed 2026-10-15
American Capital Advisory, LLC
INCREASED
Shares106 from 104
Change+2 (+2%)
Value$33.1K (-$5.8K)
Filed 2026-10-28
Paladin Partners, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$32.2K (-$6.3K)
Filed 2026-10-06
Rydar Equities, Inc.
NEW
Shares101
Change+101
Value$30.7K
Filed 2026-10-13
Vermillion Wealth Management, Inc.
DECREASED
Shares100 from 381
Change-281 (-74%)
Value$31.2K (-$111.3K)
Filed 2026-10-26
Gold Investment Management Ltd.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$31.2K (-$6.1K)
Filed 2026-10-19
KFG LLC
NEW
Shares99
Change+99
Value$30.9K
Filed 2026-11-02
High Note Wealth, LLC
DECREASED
Shares97 from 117
Change-20 (-17%)
Value$30.3K (-$13.4K)
Filed 2026-10-27
Valued Wealth Advisors LLC
INCREASED
Shares94 from 90
Change+4 (+4%)
Value$29.4K (-$4.3K)
Filed 2026-11-05
Redwood Park Advisors LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$26.9K (-$5.3K)
Filed 2026-11-02
Reap Financial Group, LLC
DECREASED
Shares83 from 98
Change-15 (-15%)
Value$25.8K (-$11.0K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
INCREASED
Shares82 from 77
Change+5 (+6%)
Value$25.5K (-$3.2K)
Filed 2026-10-16
Blueline Advisors LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$25.6K (-$5.0K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares79
Change+79
Value$24.6K
Filed 2026-10-09
Davis Capital Management
DECREASED
Shares79 from 81
Change-2 (-2%)
Value$24.6K (-$5.6K)
Filed 2026-10-08
CrossGen Wealth, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$20.9K (-$4.1K)
Filed 2026-10-30
Proathlete Wealth Management LLC
NEW
Shares66
Change+66
Value$20.6K
Filed 2026-10-15
Align Financial, LLC
INCREASED
Shares66 from 55
Change+11 (+20%)
Value$20.6K (+$56)
Filed 2026-10-16
Kings Path Partners LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$20.3K (-$4.0K)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$20.3K (-$4.0K)
Filed 2026-10-15
Newton One Investments LLC
DECREASED
Shares63 from 94
Change-31 (-33%)
Value$19.7K (-$15.4K)
Filed 2026-10-14
Bulwark Capital Corp
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$19.7K (-$3.9K)
Filed 2026-10-13
Bayforest Capital Ltd
NEW
Shares62
Change+62
Value$19.4K
Filed 2026-11-03
Livelsberger Financial Advisory
NEW
Shares62
Change+62
Value$19.5K
Filed 2026-10-28
Arcadia Investment Advisors LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$19.4K (-$3.8K)
Filed 2026-10-13
IFS Advisors, LLC
INCREASED
Shares59 from 58
Change+1 (+2%)
Value$18.4K (-$3.3K)
Filed 2026-10-14
RHL Group, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$18.2K (-$3.5K)
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$16.6K (-$3.3K)
Filed 2026-10-21
StrongBox Wealth, LLC
INCREASED
Shares52 from 47
Change+5 (+11%)
Value$16.2K (-$1.3K)
Filed 2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares50
Change+50
Value$15.6K
Filed 2026-10-14
Retirement Wealth Solutions LLC
DECREASED
Shares49 from 50
Change-1 (-2%)
Value$15.3K (-$3.4K)
Filed 2026-10-07
Cranbrook Wealth Management, LLC
INCREASED
Shares43 from 31
Change+12 (+39%)
Value$13.4K (+$1.8K)
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
NEW
Shares42
Change+42
Value$13.1K
Filed 2026-10-13
Daytona Street Capital LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$11.4K (-$2.0K)
Filed 2026-10-15
NorthAvenue LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$11.6K (-$2.3K)
Filed 2026-10-29
Carolina Wealth Advisors, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$10.0K (-$2.0K)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
INCREASED
Shares31 from 24
Change+7 (+29%)
Value$9.7K (+$711)
Filed 2026-10-29
Prudent Man Investment Management, Inc.
INCREASED
Shares30 from 5
Change+25 (+500%)
Value$9.4K (+$7.8K)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
NEW
Shares29
Change+29
Value$9.1K
Filed 2026-11-05
Torren Management, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$8.5K (-$1.7K)
Filed 2026-10-29
Fairman Group, LLC
INCREASED
Shares26 from 8
Change+18 (+225%)
Value$8.1K (+$5.1K)
Filed 2026-10-26
DecisionPoint Financial, LLC
INCREASED
Shares26 from 15
Change+11 (+73%)
Value$8.1K (+$2.5K)
Filed 2026-10-27
Compass Wealth Management LLC
NEW
Shares25
Change+25
Value$7.8K
Filed 2026-10-22
PayPay Securities Corp
DECREASED
Shares25 from 28
Change-3 (-11%)
Value$7.8K (-$2.7K)
Filed 2026-10-27
Accordant Advisory Group Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.8K (-$1.5K)
Filed 2026-10-29
City Holding Co
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.8K (-$1.5K)
Filed 2026-10-19
Cdkv Holdings LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$7.5K (-$1.5K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares23
Change+23
Value$7
Filed 2026-10-14
Fairscale Capital, LLC
NEW
Shares20
Change+20
Value$6.0K
Filed 2026-11-04
GS Investments, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$6.2K (-$1.2K)
Filed 2026-11-05
Bernzott Capital Advisors
NEW
Shares19
Change+19
Value$5.9K
Filed 2026-10-29
Goodman Advisory Group, LLC
NEW
Shares18
Change+18
Value$5.6K
Filed 2026-11-02
Mainstream Capital Management LLC
NEW
Shares18
Change+18
Value$5.6K
Filed 2026-10-23
Decker Retirement Planning Inc.
DECREASED
Shares18 from 239
Change-221 (-92%)
Value$5.7K (-$83.7K)
Filed 2026-10-19
Bear Mountain Capital, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$5.3K (-$678)
Filed 2026-11-04
Strengthening Families & Communities, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$5.0K (-$978)
Filed 2026-10-21
Breakwater Investment Management
INCREASED
Shares12 from 8
Change+4 (+50%)
Value$3.7K (+$758)
Filed 2026-10-20
Phillip James Consulting Co.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.7K (-$738)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares10
Change+10
Value$3.1K
Filed 2026-10-27
Transce3nd, LLC
NEW
Shares7
Change+7
Value$2.1K
Filed 2026-10-26
Kennebec Savings Bank
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.9K (-$368)
Filed 2026-10-22
Next Level Wealth Planning, LLC
NEW
Shares4
Change+4
Value$1.2K
Filed 2026-10-29
Dorato Capital Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.2K (-$226)
Filed 2026-10-08
3 Factor Indexing, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.3K (-$245)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
DECREASED
Shares3 from 7
Change-4 (-57%)
Value$1.1K (-$1.5K)
Filed 2026-11-02
Robbins Farley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$313 (-$61)
Filed 2026-10-21
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$312 (-$61)
Filed 2026-10-23
Simplex Trading, LLC
CLOSED
Shares0 from 37,191
Change-37,191 (-100%)
Value$0 (-$13.9M)
Filed 2026-11-04
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 25,066
Change-25,066 (-100%)
Value$0 (-$9.4M)
Filed 2026-10-15
Wellington Shields & Co., LLC
CLOSED
Shares0 from 12,628
Change-12,628 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-03
St. Louis Financial Planners Asset Management, LLC
CLOSED
Shares0 from 10,682
Change-10,682 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-16
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 8,540
Change-8,540 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-03
Rational Advisors, Inc.
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-02
Frontier Asset Management, LLC
CLOSED
Shares0 from 4,624
Change-4,624 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-28
Convergence Investment Partners, LLC
CLOSED
Shares0 from 4,451
Change-4,451 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-28
Ninety One SA (PTY) Ltd
CLOSED
Shares0 from 2,510
Change-2,510 (-100%)
Value$0 (-$936.6K)
Filed 2026-10-15
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$934.3K)
Filed 2026-11-05
ARS Wealth Advisors Group, LLC
CLOSED
Shares0 from 2,446
Change-2,446 (-100%)
Value$0 (-$914.3K)
Filed 2026-10-16
Geneva Partners, LLC
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$897.1K)
Filed 2026-10-26
Cultivar Capital, Inc.
CLOSED
Shares0 from 2,391
Change-2,391 (-100%)
Value$0 (-$893.5K)
Filed 2026-10-14
Cresta Advisors, Ltd.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$747.5K)
Filed 2026-10-14
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,794
Change-1,794 (-100%)
Value$0 (-$670.5K)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,736
Change-1,736 (-100%)
Value$0 (-$582.5K)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,531
Change-1,531 (-100%)
Value$0 (-$572.2K)
Filed 2026-10-27
Wealth Group, Ltd.
CLOSED
Shares0 from 1,476
Change-1,476 (-100%)
Value$0 (-$552.0K)
Filed 2026-10-30
Saxon Interests, Inc.
CLOSED
Shares0 from 1,351
Change-1,351 (-100%)
Value$0 (-$504.9K)
Filed 2026-10-26
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 1,297
Change-1,297 (-100%)
Value$0 (-$484.8K)
Filed 2026-10-14
Lane Brothers & Co Inc
CLOSED
Shares0 from 1,123
Change-1,123 (-100%)
Value$0 (-$419.5K)
Filed 2026-11-02
Sepio Capital, LP
CLOSED
Shares0 from 1,104
Change-1,104 (-100%)
Value$0 (-$412.6K)
Filed 2026-10-22
Intrua Financial, LLC
CLOSED
Shares0 from 1,099
Change-1,099 (-100%)
Value$0 (-$410.9K)
Filed 2026-10-28
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,002
Change-1,002 (-100%)
Value$0 (-$374.5K)
Filed 2026-10-23
Burr Financial Services, LLC
CLOSED
Shares0 from 955
Change-955 (-100%)
Value$0 (-$356.9K)
Filed 2026-10-08
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 926
Change-926 (-100%)
Value$0 (-$346.1K)
Filed 2026-10-15
Lynx Investment Advisory
CLOSED
Shares0 from 898
Change-898 (-100%)
Value$0 (-$335.6K)
Filed 2026-10-27
Smart Wealth LLC
CLOSED
Shares0 from 872
Change-872 (-100%)
Value$0 (-$325.9K)
Filed 2026-11-04
Wincap Financial LLC
CLOSED
Shares0 from 859
Change-859 (-100%)
Value$0 (-$321.2K)
Filed 2026-10-20
Core Wealth Management, Inc.
CLOSED
Shares0 from 755
Change-755 (-100%)
Value$0 (-$282.2K)
Filed 2026-10-22
Castleview Partners, LLC
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$271.0K)
Filed 2026-10-09
Quartz Partners, LLC
CLOSED
Shares0 from 724
Change-724 (-100%)
Value$0 (-$270.5K)
Filed 2026-11-03
Greenwood Gearhart LLC
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$268.3K)
Filed 2026-11-02
Visionary Horizons, LLC
CLOSED
Shares0 from 699
Change-699 (-100%)
Value$0 (-$261.6K)
Filed 2026-10-22
Trace Wealth Advisors, LLC
CLOSED
Shares0 from 687
Change-687 (-100%)
Value$0 (-$256.8K)
Filed 2026-10-30
Richard P Slaughter Associates Inc
CLOSED
Shares0 from 683
Change-683 (-100%)
Value$0 (-$255.3K)
Filed 2026-10-13
Able Wealth Management LLC
CLOSED
Shares0 from 671
Change-671 (-100%)
Value$0 (-$250.8K)
Filed 2026-10-13
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$248.5K)
Filed 2026-11-05
Sierra Ocean, LLC
CLOSED
Shares0 from 660
Change-660 (-100%)
Value$0 (-$246.8K)
Filed 2026-11-03
Fractal Investments LLC
CLOSED
Shares0 from 660
Change-660 (-100%)
Value$0 (-$246.7K)
Filed 2026-10-28
Abacus Wealth Partners, LLC
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$246.3K)
Filed 2026-11-03
Broadway Wealth Solutions, Inc.
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$246.3K)
Filed 2026-10-21
Gaddis Premier Wealth Advisors LLC
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$245.4K)
Filed 2026-10-29
Beacon Capital Management, LLC
CLOSED
Shares0 from 654
Change-654 (-100%)
Value$0 (-$244.3K)
Filed 2026-10-23
Wagner Wealth Management, Corp
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$242.9K)
Filed 2026-10-20
Bright Futures Wealth Management, Llc.
CLOSED
Shares0 from 644
Change-644 (-100%)
Value$0 (-$240.6K)
Filed 2026-10-23
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 643
Change-643 (-100%)
Value$0 (-$240.3K)
Filed 2026-10-21
DDD Partners, LLC
CLOSED
Shares0 from 642
Change-642 (-100%)
Value$0 (-$239.9K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 639
Change-639 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-16
Kure Advisory, LLC
CLOSED
Shares0 from 637
Change-637 (-100%)
Value$0 (-$238.2K)
Filed 2026-10-08
WealthTrust Asset Management, LLC
CLOSED
Shares0 from 637
Change-637 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-22
Prosperitas Financial LLC
CLOSED
Shares0 from 634
Change-634 (-100%)
Value$0 (-$236.9K)
Filed 2026-10-28
SevenBridge Financial Group, LLC
CLOSED
Shares0 from 634
Change-634 (-100%)
Value$0 (-$234.6K)
Filed 2026-10-26
Cannon Financial Strategists, Inc.
CLOSED
Shares0 from 634
Change-634 (-100%)
Value$0 (-$237.1K)
Filed 2026-10-19
Stone House Investment Management, LLC
CLOSED
Shares0 from 632
Change-632 (-100%)
Value$0 (-$236.2K)
Filed 2026-10-23
WealthCare Investment Partners, LLC
CLOSED
Shares0 from 630
Change-630 (-100%)
Value$0 (-$235.5K)
Filed 2026-11-05
CWS Financial Advisors, LLC
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$235.2K)
Filed 2026-10-16
Colorado Capital Management, Inc.
CLOSED
Shares0 from 627
Change-627 (-100%)
Value$0 (-$234)
Filed 2026-10-15
Grantvest Financial Group LLC
CLOSED
Shares0 from 620
Change-620 (-100%)
Value$0 (-$231.7K)
Filed 2026-10-21
Matisse Capital
CLOSED
Shares0 from 617
Change-617 (-100%)
Value$0 (-$230.6K)
Filed 2026-10-29
Silver Lake Advisory, LLC
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$229.9K)
Filed 2026-10-22
Wetzel Investment Advisors, Inc.
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$229.8K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 611
Change-611 (-100%)
Value$0 (-$228.2K)
Filed 2026-10-13
Private Wealth Partners, LLC
CLOSED
Shares0 from 611
Change-611 (-100%)
Value$0 (-$228.3K)
Filed 2026-10-22
FC Advisory LLC
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-05
Adamsbrown Wealth Consultants LLC
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-20
Gordian Advisors LLC
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-30
Sageworth Trust Co of South Dakota
CLOSED
Shares0 from 609
Change-609 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-30
Ferguson Shapiro LLC
CLOSED
Shares0 from 608
Change-608 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-16
Castle Rock Wealth Management, LLC
CLOSED
Shares0 from 608
Change-608 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-09
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 606
Change-606 (-100%)
Value$0 (-$226.5K)
Filed 2026-11-04
Detalus Advisors, LLC
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$226.1K)
Filed 2026-10-15
Elco Management Co., LLC
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$226.1K)
Filed 2026-10-14
Convergence Financial, LLC
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$226.1K)
Filed 2026-10-27
TrustBank
CLOSED
Shares0 from 603
Change-603 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-20
Cassia Capital Partners, LLC
CLOSED
Shares0 from 603
Change-603 (-100%)
Value$0 (-$225.4K)
Filed 2026-11-04
jvl associates llc
CLOSED
Shares0 from 601
Change-601 (-100%)
Value$0 (-$224.6K)
Filed 2026-10-09
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$224.3K)
Filed 2026-10-13
Retirement Solution LLC
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-27
ARK & TLK Investments, LLC
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$223.3K)
Filed 2026-10-20
ETF Store, Inc.
CLOSED
Shares0 from 595
Change-595 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-19
Congress Park Capital LLC
CLOSED
Shares0 from 595
Change-595 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-13
Variant Private Wealth, LLC
CLOSED
Shares0 from 592
Change-592 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-21
Arta Finance Wealth Management LLC
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$220.6K)
Filed 2026-10-28
Shayne & Jacobs, LLC
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-21
LFG Wealth Partners, LLC
CLOSED
Shares0 from 585
Change-585 (-100%)
Value$0 (-$218.5K)
Filed 2026-10-28
Jm2 Capital Inc.
CLOSED
Shares0 from 583
Change-583 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-14
Bond & Devick Financial Network, Inc.
CLOSED
Shares0 from 582
Change-582 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-23
Kondo Wealth Advisors, Inc.
CLOSED
Shares0 from 579
Change-579 (-100%)
Value$0 (-$216.4K)
Filed 2026-10-19
McAlister, Sweet & Associates, Inc.
CLOSED
Shares0 from 576
Change-576 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-07
American Financial & TAX Strategies Inc
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-16
Quantum Private Wealth, LLC
CLOSED
Shares0 from 574
Change-574 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-20
Family Wealth Partners, LLC
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-20
Balentine LLC
CLOSED
Shares0 from 572
Change-572 (-100%)
Value$0 (-$213.8K)
Filed 2026-11-03
Lesa Sroufe & Co
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-29
Elevated Financial Group LLC
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-16
Sound Financial Strategies Group, LLC
CLOSED
Shares0 from 567
Change-567 (-100%)
Value$0 (-$211.9K)
Filed 2026-10-30
Jessup Wealth Management, Inc
CLOSED
Shares0 from 566
Change-566 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-20
ACT Advisors, Llc.
CLOSED
Shares0 from 565
Change-565 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-15
Stone Summit Wealth LLC
CLOSED
Shares0 from 565
Change-565 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-14
Momentous Wealth Management, Inc.
CLOSED
Shares0 from 564
Change-564 (-100%)
Value$0 (-$210.8K)
Filed 2026-10-21
LJI Wealth Management, LLC
CLOSED
Shares0 from 563
Change-563 (-100%)
Value$0 (-$210.4K)
Filed 2026-10-28
Winter & Associates, Inc.
CLOSED
Shares0 from 563
Change-563 (-100%)
Value$0 (-$210.4K)
Filed 2026-10-23
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 561
Change-561 (-100%)
Value$0 (-$209.7K)
Filed 2026-11-02
Belvedere Trading LLC
CLOSED
Shares0 from 561
Change-561 (-100%)
Value$0 (-$209.7K)
Filed 2026-11-05
LVZ, Inc.
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-20
Mccarter Private Wealth Services LLC
CLOSED
Shares0 from 557
Change-557 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-22
Global Wealth Management, LLC
CLOSED
Shares0 from 556
Change-556 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-15
Cypress Point Wealth Management, LLC
CLOSED
Shares0 from 556
Change-556 (-100%)
Value$0 (-$207.7K)
Filed 2026-11-03
Cedar Point Capital Partners, LLC
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-29
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-26
Wealth Forward, LLC
CLOSED
Shares0 from 554
Change-554 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-14
Benedict Financial Advisors Inc
CLOSED
Shares0 from 554
Change-554 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-07
Financial Planning Navigators Corp
CLOSED
Shares0 from 553
Change-553 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-14
Kellett Wealth Advisors, LLC
CLOSED
Shares0 from 549
Change-549 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-15
RFG Holdings, Inc.
CLOSED
Shares0 from 548
Change-548 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-30
Buska Wealth Management, LLC
CLOSED
Shares0 from 545
Change-545 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-08
Bourne Lent Asset Management Inc
CLOSED
Shares0 from 543
Change-543 (-100%)
Value$0 (-$202.9K)
Filed 2026-11-05
Boyer Financial Services, Inc.
CLOSED
Shares0 from 541
Change-541 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-23
Kelly Financial Services LLC
CLOSED
Shares0 from 539
Change-539 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-20
Asset Advisory Group, Inc.
CLOSED
Shares0 from 538
Change-538 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-20
Jacobs & Co
CLOSED
Shares0 from 538
Change-538 (-100%)
Value$0 (-$201)
Filed 2026-10-09
Henderson Brothers Financial Partners, LLC
CLOSED
Shares0 from 535
Change-535 (-100%)
Value$0 (-$200.0K)
Filed 2026-11-03
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$174.9K)
Filed 2026-11-02
Sims Investment Management, LLC
CLOSED
Shares0 from 399
Change-399 (-100%)
Value$0 (-$149.1K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 355
Change-355 (-100%)
Value$0 (-$133.0K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$130.9K)
Filed 2026-10-29
Bullseye Investment Management, LLC
CLOSED
Shares0 from 328
Change-328 (-100%)
Value$0 (-$122.6K)
Filed 2026-10-29
Solstein Capital, LLC
CLOSED
Shares0 from 243
Change-243 (-100%)
Value$0 (-$90.8K)
Filed 2026-11-02
Obsidian CIO, LLC
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$72.2K)
Filed 2026-11-05
Brooklyn FI, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$20.5K)
Filed 2026-11-05
Y.D. More Investments Ltd
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$9.3K)
Filed 2026-11-02
Whipplewood Advisors, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-20
Cornerstone Wealth Partners, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-28
Financially Speaking Inc
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-05
Noble Wealth Management PBC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-01
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Fiduciary Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1 ($0)
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 89,158,626
Change-89,158,626 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 68,137,128
Change-68,137,128 (-100%)
Value—
FMR LLC
N/A
Shares— from 49,021,400
Change-49,021,400 (-100%)
Value—
TCI Fund Management LtdA
N/A
Shares— from 47,428,233
Change-47,428,233 (-100%)
Value—
State Street Corp
N/A
Shares— from 46,497,628
Change-46,497,628 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 30,942,708
Change-30,942,708 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 24,828,857
Change-24,828,857 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 20,622,890
Change-20,622,890 (-100%)
Value—
Capital International Investors
N/A
Shares— from 18,310,646
Change-18,310,646 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 16,789,108
Change-16,789,108 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,287,180
Change-16,287,180 (-100%)
Value—
Capital World Investors
N/A
Shares— from 15,684,572
Change-15,684,572 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,612,934
Change-14,612,934 (-100%)
Value—
Norges Bank
N/A
Shares— from 13,691,596
Change-13,691,596 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 11,588,047
Change-11,588,047 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 10,906,553
Change-10,906,553 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,197,283
Change-10,197,283 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,150,836
Change-10,150,836 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 9,228,033
Change-9,228,033 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 8,363,097
Change-8,363,097 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 8,246,250
Change-8,246,250 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,765,564
Change-7,765,564 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,251,603
Change-7,251,603 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,855,084
Change-6,855,084 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 6,797,935
Change-6,797,935 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,716,249
Change-6,716,249 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 5,993,085
Change-5,993,085 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,846,997
Change-5,846,997 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,718,479
Change-5,718,479 (-100%)
Value—
Trian Fund Management, L.P.A
N/A
Shares— from 4,030,765
Change-4,030,765 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,950,280
Change-3,950,280 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 3,875,831
Change-3,875,831 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,875,493
Change-3,875,493 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,740,815
Change-3,740,815 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,605,851
Change-3,605,851 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,435,406
Change-3,435,406 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,946,942
Change-2,946,942 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 2,907,195
Change-2,907,195 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,647,696
Change-2,647,696 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,645,684
Change-2,645,684 (-100%)
Value—
Amundi
N/A
Shares— from 2,478,610
Change-2,478,610 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,436,124
Change-2,436,124 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,400,170
Change-2,400,170 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,389,115
Change-2,389,115 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,285,312
Change-2,285,312 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,247,316
Change-2,247,316 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 2,135,992
Change-2,135,992 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,129,075
Change-2,129,075 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,024,124
Change-2,024,124 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 1,980,168
Change-1,980,168 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,958,198
Change-1,958,198 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,956,846
Change-1,956,846 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,907,732
Change-1,907,732 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,877,035
Change-1,877,035 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,768,117
Change-1,768,117 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 1,708,225
Change-1,708,225 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,658,133
Change-1,658,133 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 1,620,961
Change-1,620,961 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,591,618
Change-1,591,618 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,577,055
Change-1,577,055 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,548,306
Change-1,548,306 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,507,740
Change-1,507,740 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,439,418
Change-1,439,418 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,404,016
Change-1,404,016 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 1,380,572
Change-1,380,572 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 1,338,047
Change-1,338,047 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,279,170
Change-1,279,170 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,210,113
Change-1,210,113 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,194,348
Change-1,194,348 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,188,273
Change-1,188,273 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,166,053
Change-1,166,053 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,129,606
Change-1,129,606 (-100%)
Value—
Skye Global Management LP
N/A
Shares— from 1,098,000
Change-1,098,000 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,065,001
Change-1,065,001 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,061,594
Change-1,061,594 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 1,051,073
Change-1,051,073 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 978,844
Change-978,844 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 963,415
Change-963,415 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 955,656
Change-955,656 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 954,419
Change-954,419 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 949,406
Change-949,406 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 942,446
Change-942,446 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 938,528
Change-938,528 (-100%)
Value—
Aviva PLC
N/A
Shares— from 937,121
Change-937,121 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 901,539
Change-901,539 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 889,930
Change-889,930 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 886,087
Change-886,087 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 881,663
Change-881,663 (-100%)
Value—
GE Investment Management Corp.
N/A
Shares— from 856,377
Change-856,377 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 850,335
Change-850,335 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 849,374
Change-849,374 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 848,804
Change-848,804 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 790,801
Change-790,801 (-100%)
Value—
ING Groep NV
N/A
Shares— from 783,503
Change-783,503 (-100%)
Value—
AKO Capital LLP
N/A
Shares— from 771,417
Change-771,417 (-100%)
Value—
FIL Ltd
N/A
Shares— from 765,119
Change-765,119 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 747,349
Change-747,349 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 725,826
Change-725,826 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 716,707
Change-716,707 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 714,598
Change-714,598 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 690,493
Change-690,493 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 675,305
Change-675,305 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 650,047
Change-650,047 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 646,391
Change-646,391 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 643,252
Change-643,252 (-100%)
Value—
Man Group plc
N/A
Shares— from 635,627
Change-635,627 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 634,140
Change-634,140 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 626,219
Change-626,219 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 613,860
Change-613,860 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 606,057
Change-606,057 (-100%)
Value—
Dodge & COX
N/A
Shares— from 598,052
Change-598,052 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 592,168
Change-592,168 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 582,031
Change-582,031 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 578,274
Change-578,274 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 571,112
Change-571,112 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 566,488
Change-566,488 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 558,948
Change-558,948 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 557,982
Change-557,982 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 550,683
Change-550,683 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 546,373
Change-546,373 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 533,098
Change-533,098 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 527,658
Change-527,658 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 526,444
Change-526,444 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 523,483
Change-523,483 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 514,379
Change-514,379 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 514,297
Change-514,297 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 510,201
Change-510,201 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 509,793
Change-509,793 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 509,132
Change-509,132 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 499,609
Change-499,609 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 475,630
Change-475,630 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 470,471
Change-470,471 (-100%)
Value—
XN LP
N/A
Shares— from 464,647
Change-464,647 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 449,522
Change-449,522 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 447,125
Change-447,125 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 440,918
Change-440,918 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 439,973
Change-439,973 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 414,905
Change-414,905 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 400,583
Change-400,583 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 395,285
Change-395,285 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 386,057
Change-386,057 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 385,836
Change-385,836 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 382,691
Change-382,691 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 372,609
Change-372,609 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 370,794
Change-370,794 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 366,413
Change-366,413 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 364,357
Change-364,357 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 348,120
Change-348,120 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 345,893
Change-345,893 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 345,356
Change-345,356 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 341,898
Change-341,898 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 338,847
Change-338,847 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 334,994
Change-334,994 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 334,635
Change-334,635 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 333,572
Change-333,572 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 320,000
Change-320,000 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 316,853
Change-316,853 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 310,262
Change-310,262 (-100%)
Value—
Munro Partners
N/A
Shares— from 308,680
Change-308,680 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 306,797
Change-306,797 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 305,620
Change-305,620 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 303,847
Change-303,847 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 301,477
Change-301,477 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 300,731
Change-300,731 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 297,009
Change-297,009 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 295,646
Change-295,646 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 293,959
Change-293,959 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 289,635
Change-289,635 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 281,841
Change-281,841 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 281,716
Change-281,716 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 279,787
Change-279,787 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 279,091
Change-279,091 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 279,071
Change-279,071 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 276,226
Change-276,226 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 272,636
Change-272,636 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 268,023
Change-268,023 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 264,953
Change-264,953 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 263,314
Change-263,314 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 262,057
Change-262,057 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 260,476
Change-260,476 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 254,878
Change-254,878 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 247,350
Change-247,350 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 244,985
Change-244,985 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 226,470
Change-226,470 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 223,125
Change-223,125 (-100%)
Value—
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A
Shares— from 220,302
Change-220,302 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 215,888
Change-215,888 (-100%)
Value—
Blair William & Co
N/A
Shares— from 214,872
Change-214,872 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 214,416
Change-214,416 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 213,603
Change-213,603 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 210,930
Change-210,930 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 202,884
Change-202,884 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 202,243
Change-202,243 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 197,436
Change-197,436 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 194,423
Change-194,423 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 193,061
Change-193,061 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 188,533
Change-188,533 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 185,558
Change-185,558 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 183,962
Change-183,962 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 181,125
Change-181,125 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 178,618
Change-178,618 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 176,173
Change-176,173 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 174,088
Change-174,088 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 170,286
Change-170,286 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 167,502
Change-167,502 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 164,807
Change-164,807 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 162,908
Change-162,908 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 162,484
Change-162,484 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 160,738
Change-160,738 (-100%)
Value—
&partners
N/A
Shares— from 160,214
Change-160,214 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 159,486
Change-159,486 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 157,921
Change-157,921 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 157,751
Change-157,751 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 157,340
Change-157,340 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 157,023
Change-157,023 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 156,823
Change-156,823 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 156,594
Change-156,594 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 155,694
Change-155,694 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 155,056
Change-155,056 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 155,030
Change-155,030 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 153,445
Change-153,445 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 150,901
Change-150,901 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 150,282
Change-150,282 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 147,500
Change-147,500 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 146,383
Change-146,383 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 144,005
Change-144,005 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 143,854
Change-143,854 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 141,688
Change-141,688 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 141,519
Change-141,519 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 134,410
Change-134,410 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 133,683
Change-133,683 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 133,390
Change-133,390 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 130,318
Change-130,318 (-100%)
Value—
One Madison Group LLC
N/A
Shares— from 129,000
Change-129,000 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 128,076
Change-128,076 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 127,866
Change-127,866 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 127,757
Change-127,757 (-100%)
Value—
Newbrook Capital Advisors LP
N/A
Shares— from 124,824
Change-124,824 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 122,836
Change-122,836 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 122,713
Change-122,713 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 122,345
Change-122,345 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 122,136
Change-122,136 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 120,951
Change-120,951 (-100%)
Value—
SRB Corp
N/A
Shares— from 119,925
Change-119,925 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 119,911
Change-119,911 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 118,246
Change-118,246 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 115,547
Change-115,547 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 114,540
Change-114,540 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 113,237
Change-113,237 (-100%)
Value—
Capital International LTD
N/A
Shares— from 109,268
Change-109,268 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 108,923
Change-108,923 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 108,708
Change-108,708 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 106,672
Change-106,672 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 106,543
Change-106,543 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 104,364
Change-104,364 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 103,590
Change-103,590 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 103,502
Change-103,502 (-100%)
Value—
Commerce Bank
N/A
Shares— from 103,084
Change-103,084 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 102,257
Change-102,257 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 101,569
Change-101,569 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 101,535
Change-101,535 (-100%)
Value—
Allstate Corp
N/A
Shares— from 100,936
Change-100,936 (-100%)
Value—
Cartenna Capital, LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
LBP AM SA
N/A
Shares— from 99,810
Change-99,810 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 98,688
Change-98,688 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 95,397
Change-95,397 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 95,254
Change-95,254 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 94,108
Change-94,108 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 93,374
Change-93,374 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 91,892
Change-91,892 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 91,515
Change-91,515 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 89,129
Change-89,129 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 89,028
Change-89,028 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 88,298
Change-88,298 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 88,294
Change-88,294 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 86,629
Change-86,629 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 86,154
Change-86,154 (-100%)
Value—
Prudential PLC
N/A
Shares— from 82,145
Change-82,145 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 81,818
Change-81,818 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 81,681
Change-81,681 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 81,220
Change-81,220 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 80,716
Change-80,716 (-100%)
Value—
Bornite Capital Management LP
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 79,903
Change-79,903 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 79,087
Change-79,087 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 78,379
Change-78,379 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 77,835
Change-77,835 (-100%)
Value—
Stephens Inc
N/A
Shares— from 77,586
Change-77,586 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 75,343
Change-75,343 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 75,282
Change-75,282 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 74,464
Change-74,464 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 72,800
Change-72,800 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 71,876
Change-71,876 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 70,106
Change-70,106 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 69,564
Change-69,564 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 67,608
Change-67,608 (-100%)
Value—
Makena Capital Management LLC
N/A
Shares— from 67,220
Change-67,220 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 66,747
Change-66,747 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 65,666
Change-65,666 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 65,313
Change-65,313 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 63,997
Change-63,997 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 63,863
Change-63,863 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 62,646
Change-62,646 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 60,249
Change-60,249 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 59,921
Change-59,921 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 59,822
Change-59,822 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 59,763
Change-59,763 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 59,448
Change-59,448 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 59,177
Change-59,177 (-100%)
Value—
Natixis
N/A
Shares— from 57,987
Change-57,987 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 57,147
Change-57,147 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 56,890
Change-56,890 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 55,706
Change-55,706 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 55,316
Change-55,316 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 55,075
Change-55,075 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 53,153
Change-53,153 (-100%)
Value—
Bluegrass Capital Partners LP
N/A
Shares— from 53,000
Change-53,000 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 52,830
Change-52,830 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 51,423
Change-51,423 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 51,096
Change-51,096 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 49,656
Change-49,656 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 48,424
Change-48,424 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 47,054
Change-47,054 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 46,777
Change-46,777 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 46,482
Change-46,482 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 46,478
Change-46,478 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 45,666
Change-45,666 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 45,321
Change-45,321 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 44,526
Change-44,526 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 44,018
Change-44,018 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 43,338
Change-43,338 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 42,663
Change-42,663 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 42,514
Change-42,514 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 42,492
Change-42,492 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 42,402
Change-42,402 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 42,181
Change-42,181 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 41,185
Change-41,185 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 41,176
Change-41,176 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 40,741
Change-40,741 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 40,495
Change-40,495 (-100%)
Value—
CNA Financial Corp
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 39,958
Change-39,958 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 38,955
Change-38,955 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 38,760
Change-38,760 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 38,603
Change-38,603 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 38,534
Change-38,534 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 38,217
Change-38,217 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 38,026
Change-38,026 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 37,903
Change-37,903 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 37,719
Change-37,719 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 37,663
Change-37,663 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 37,562
Change-37,562 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 37,530
Change-37,530 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 37,266
Change-37,266 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 37,015
Change-37,015 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 36,825
Change-36,825 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 35,986
Change-35,986 (-100%)
Value—
S&CO Inc
N/A
Shares— from 35,671
Change-35,671 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 35,622
Change-35,622 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 35,377
Change-35,377 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 35,007
Change-35,007 (-100%)
Value—
Loews Corp
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 34,628
Change-34,628 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 34,581
Change-34,581 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 34,423
Change-34,423 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 34,318
Change-34,318 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 34,113
Change-34,113 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 33,816
Change-33,816 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 33,479
Change-33,479 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 33,452
Change-33,452 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 33,316
Change-33,316 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 33,127
Change-33,127 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 32,563
Change-32,563 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 32,072
Change-32,072 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 31,967
Change-31,967 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 31,830
Change-31,830 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 31,795
Change-31,795 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 31,424
Change-31,424 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 31,397
Change-31,397 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 31,369
Change-31,369 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 31,053
Change-31,053 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 30,768
Change-30,768 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 30,567
Change-30,567 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 30,471
Change-30,471 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 29,835
Change-29,835 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 29,761
Change-29,761 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 29,748
Change-29,748 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 29,700
Change-29,700 (-100%)
Value—
11 Capital Partners LP
N/A
Shares— from 29,499
Change-29,499 (-100%)
Value—
Pelham Capital Ltd.
N/A
Shares— from 29,315
Change-29,315 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 29,009
Change-29,009 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 28,299
Change-28,299 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 28,237
Change-28,237 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 28,154
Change-28,154 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 27,815
Change-27,815 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 27,725
Change-27,725 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 27,652
Change-27,652 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 27,561
Change-27,561 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 27,533
Change-27,533 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 27,264
Change-27,264 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 27,251
Change-27,251 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 27,248
Change-27,248 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 27,198
Change-27,198 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 27,095
Change-27,095 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 26,872
Change-26,872 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 26,792
Change-26,792 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 26,660
Change-26,660 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 26,646
Change-26,646 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 26,403
Change-26,403 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 26,302
Change-26,302 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 26,188
Change-26,188 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 25,995
Change-25,995 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 25,900
Change-25,900 (-100%)
Value—
Albar Capital Partners LLP
N/A
Shares— from 25,447
Change-25,447 (-100%)
Value—
Peregrine Investment Management Inc
N/A
Shares— from 25,180
Change-25,180 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 25,123
Change-25,123 (-100%)
Value—
Kingdon Capital Management, L.L.C.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 24,862
Change-24,862 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 24,749
Change-24,749 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 24,385
Change-24,385 (-100%)
Value—
Pragma Gestao de Patrimonio LTD
N/A
Shares— from 24,350
Change-24,350 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 24,237
Change-24,237 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 24,180
Change-24,180 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 23,861
Change-23,861 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 23,800
Change-23,800 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 23,495
Change-23,495 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 23,488
Change-23,488 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 23,404
Change-23,404 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 22,815
Change-22,815 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 22,783
Change-22,783 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 22,731
Change-22,731 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 22,567
Change-22,567 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,535
Change-22,535 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 22,472
Change-22,472 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 22,411
Change-22,411 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 22,121
Change-22,121 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 21,893
Change-21,893 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 21,844
Change-21,844 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 21,557
Change-21,557 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 21,486
Change-21,486 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 21,474
Change-21,474 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 21,411
Change-21,411 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 20,910
Change-20,910 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 20,692
Change-20,692 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 20,601
Change-20,601 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,097
Change-20,097 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 19,897
Change-19,897 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 19,890
Change-19,890 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 19,849
Change-19,849 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 19,806
Change-19,806 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 19,763
Change-19,763 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 19,741
Change-19,741 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 19,388
Change-19,388 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 19,255
Change-19,255 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 19,222
Change-19,222 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 19,006
Change-19,006 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 18,724
Change-18,724 (-100%)
Value—
Obion Capital Management LP
N/A
Shares— from 18,655
Change-18,655 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 18,484
Change-18,484 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,478
Change-18,478 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 18,401
Change-18,401 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 17,629
Change-17,629 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,611
Change-17,611 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 17,396
Change-17,396 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 17,256
Change-17,256 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 17,183
Change-17,183 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 17,065
Change-17,065 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 16,591
Change-16,591 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 16,528
Change-16,528 (-100%)
Value—
KP Management LLC
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 16,401
Change-16,401 (-100%)
Value—
Allianz SE
N/A
Shares— from 16,332
Change-16,332 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,286
Change-16,286 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 16,138
Change-16,138 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 16,085
Change-16,085 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 16,073
Change-16,073 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 16,065
Change-16,065 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 15,720
Change-15,720 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 15,695
Change-15,695 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 15,610
Change-15,610 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 15,360
Change-15,360 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 15,191
Change-15,191 (-100%)
Value—
IAT Reinsurance Co Ltd.
N/A
Shares— from 15,125
Change-15,125 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 14,982
Change-14,982 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 14,927
Change-14,927 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 14,903
Change-14,903 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 14,882
Change-14,882 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,830
Change-14,830 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 14,809
Change-14,809 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 14,648
Change-14,648 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 14,554
Change-14,554 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 14,374
Change-14,374 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 14,249
Change-14,249 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 14,156
Change-14,156 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 14,073
Change-14,073 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 14,051
Change-14,051 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 13,787
Change-13,787 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 13,767
Change-13,767 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13,719
Change-13,719 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 13,657
Change-13,657 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,578
Change-13,578 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 13,561
Change-13,561 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,304
Change-13,304 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 13,235
Change-13,235 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 13,097
Change-13,097 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 12,807
Change-12,807 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 12,760
Change-12,760 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 12,713
Change-12,713 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 12,687
Change-12,687 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,686
Change-12,686 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 12,617
Change-12,617 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,577
Change-12,577 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 12,556
Change-12,556 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 12,545
Change-12,545 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 12,358
Change-12,358 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 12,246
Change-12,246 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 12,220
Change-12,220 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 12,072
Change-12,072 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 11,923
Change-11,923 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 11,914
Change-11,914 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 11,711
Change-11,711 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 11,554
Change-11,554 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 11,447
Change-11,447 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 11,424
Change-11,424 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 11,413
Change-11,413 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 11,394
Change-11,394 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 11,324
Change-11,324 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 11,256
Change-11,256 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 11,218
Change-11,218 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 11,130
Change-11,130 (-100%)
Value—
Ossiam
N/A
Shares— from 11,032
Change-11,032 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 11,024
Change-11,024 (-100%)
Value—
Settian Capital LP
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,799
Change-10,799 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 10,784
Change-10,784 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 10,757
Change-10,757 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 10,591
Change-10,591 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 10,589
Change-10,589 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 10,578
Change-10,578 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 10,544
Change-10,544 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,501
Change-10,501 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 10,417
Change-10,417 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 10,410
Change-10,410 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 10,343
Change-10,343 (-100%)
Value—
Altrafin AG
N/A
Shares— from 10,324
Change-10,324 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 10,276
Change-10,276 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,274
Change-10,274 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,242
Change-10,242 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 10,164
Change-10,164 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 10,099
Change-10,099 (-100%)
Value—
Hhlr Advisors, Ltd.
N/A
Shares— from 10,043
Change-10,043 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 9,935
Change-9,935 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 9,921
Change-9,921 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,881
Change-9,881 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 9,827
Change-9,827 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 9,739
Change-9,739 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 9,735
Change-9,735 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 9,682
Change-9,682 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 9,581
Change-9,581 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 9,529
Change-9,529 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 9,517
Change-9,517 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 9,440
Change-9,440 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 9,401
Change-9,401 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 9,375
Change-9,375 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 9,368
Change-9,368 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 9,352
Change-9,352 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 9,318
Change-9,318 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Optas, LLC
N/A
Shares— from 9,305
Change-9,305 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 9,237
Change-9,237 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 9,199
Change-9,199 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 9,108
Change-9,108 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 9,106
Change-9,106 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 9,043
Change-9,043 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 8,992
Change-8,992 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 8,982
Change-8,982 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 8,971
Change-8,971 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 8,857
Change-8,857 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 8,654
Change-8,654 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 8,617
Change-8,617 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 8,566
Change-8,566 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,549
Change-8,549 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 8,363
Change-8,363 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 8,323
Change-8,323 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 8,269
Change-8,269 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 8,076
Change-8,076 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 8,073
Change-8,073 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 7,871
Change-7,871 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 7,810
Change-7,810 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 7,761
Change-7,761 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 7,725
Change-7,725 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 7,672
Change-7,672 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,634
Change-7,634 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 7,525
Change-7,525 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 7,515
Change-7,515 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,514
Change-7,514 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 7,506
Change-7,506 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 7,425
Change-7,425 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 7,419
Change-7,419 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 7,387
Change-7,387 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
Fremen Capital Management LP
N/A
Shares— from 7,345
Change-7,345 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 7,262
Change-7,262 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 7,238
Change-7,238 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 7,233
Change-7,233 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 7,185
Change-7,185 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 7,076
Change-7,076 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Telligent Fund, LP
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 6,972
Change-6,972 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 6,934
Change-6,934 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 6,921
Change-6,921 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 6,915
Change-6,915 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 6,910
Change-6,910 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 6,881
Change-6,881 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 6,848
Change-6,848 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,818
Change-6,818 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 6,697
Change-6,697 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,697
Change-6,697 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 6,663
Change-6,663 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 6,472
Change-6,472 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 6,451
Change-6,451 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 6,448
Change-6,448 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 6,410
Change-6,410 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 6,391
Change-6,391 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 6,341
Change-6,341 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,288
Change-6,288 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,221
Change-6,221 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,162
Change-6,162 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,068
Change-6,068 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 5,951
Change-5,951 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 5,895
Change-5,895 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,888
Change-5,888 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 5,812
Change-5,812 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 5,809
Change-5,809 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,764
Change-5,764 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 5,739
Change-5,739 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 5,531
Change-5,531 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 5,528
Change-5,528 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 5,452
Change-5,452 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,423
Change-5,423 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 5,342
Change-5,342 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 5,287
Change-5,287 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 5,222
Change-5,222 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,163
Change-5,163 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 5,157
Change-5,157 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 4,972
Change-4,972 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 4,941
Change-4,941 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 4,910
Change-4,910 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 4,838
Change-4,838 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 4,819
Change-4,819 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 4,807
Change-4,807 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,649
Change-4,649 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,557
Change-4,557 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 4,219
Change-4,219 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 4,073
Change-4,073 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,022
Change-4,022 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 3,993
Change-3,993 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,989
Change-3,989 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 3,776
Change-3,776 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 3,769
Change-3,769 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 3,569
Change-3,569 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,433
Change-3,433 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 3,157
Change-3,157 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
BNP Paribas
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,028
Change-3,028 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,888
Change-2,888 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,735
Change-2,735 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
Gladstone Capital Management LLP
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
United Bank
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,347
Change-2,347 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
NCP Inc.
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Gallo Partners, LP
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
AXA S.A.
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
American Trust
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Terril Brothers, Inc.
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
CIM, LLC
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Calydon Capital
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 999
Change-999 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 998
Change-998 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 985
Change-985 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 978
Change-978 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 966
Change-966 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 965
Change-965 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 960
Change-960 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 960
Change-960 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 933
Change-933 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 930
Change-930 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Avenir Corp
N/A
Shares— from 925
Change-925 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 904
Change-904 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 903
Change-903 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 901
Change-901 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 892
Change-892 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 881
Change-881 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 866
Change-866 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 865
Change-865 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 857
Change-857 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 855
Change-855 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 853
Change-853 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 852
Change-852 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 851
Change-851 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 840
Change-840 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 833
Change-833 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 831
Change-831 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 829
Change-829 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 818
Change-818 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 816
Change-816 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 812
Change-812 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 800
Change-800 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 780
Change-780 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 768
Change-768 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 766
Change-766 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 758
Change-758 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 756
Change-756 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 747
Change-747 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 747
Change-747 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 741
Change-741 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 739
Change-739 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 732
Change-732 (-100%)
Value—
S&T Bank
N/A
Shares— from 732
Change-732 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 731
Change-731 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 729
Change-729 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 710
Change-710 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 705
Change-705 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 691
Change-691 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 685
Change-685 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 685
Change-685 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 681
Change-681 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 670
Change-670 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 664
Change-664 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 661
Change-661 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 655
Change-655 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 654
Change-654 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 649
Change-649 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 644
Change-644 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 643
Change-643 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 642
Change-642 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 635
Change-635 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 632
Change-632 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 625
Change-625 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Legacy Trust
N/A
Shares— from 623
Change-623 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 620
Change-620 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
United Bank
N/A
Shares— from 612
Change-612 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 607
Change-607 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 605
Change-605 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 596
Change-596 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 594
Change-594 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 591
Change-591 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 582
Change-582 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 581
Change-581 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 573
Change-573 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 570
Change-570 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 566
Change-566 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 553
Change-553 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 550
Change-550 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 547
Change-547 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 547
Change-547 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 546
Change-546 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 537
Change-537 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 537
Change-537 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 521
Change-521 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Motco
N/A
Shares— from 450
Change-450 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 443
Change-443 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 441
Change-441 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 437
Change-437 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 436
Change-436 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 402
Change-402 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 396
Change-396 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 377
Change-377 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 329
Change-329 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 313
Change-313 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 278
Change-278 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 276
Change-276 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 260
Change-260 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 255
Change-255 (-100%)
Value—
Quarry LP
N/A
Shares— from 254
Change-254 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 242
Change-242 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 223
Change-223 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 210
Change-210 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 180
Change-180 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 148
Change-148 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 97
Change-97 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Centennial Bank
N/A
Shares— from 61
Change-61 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 60
Change-60 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 51
Change-51 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
10Elms LLP
N/A
Shares— from 39
Change-39 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 21
Change-21 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED5,495,6475,630,581-134,934-2%$2.1B$1.7B-$388.1M2026-11-05
Dimensional Fund Advisors LP
INCREASED4,229,2583,923,619+305,639+8%$1.5B$1.3B-$145.5M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,686,3172,548,756+137,561+5%$952.5M$838.9M-$113.6M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,161,8612,235,655-73,794-3%$835.5M$675.1M-$160.4M2026-10-29
Citigroup Inc
INCREASED2,009,8431,911,743+98,100+5%$714.5M$627.7M-$86.8M2026-11-04
Principal Financial Group Inc
DECREASED1,447,6032,047,839-600,236-29%$765.3M$452.1M-$313.3M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,428,3841,393,156+35,228+3%$520.7M$447.1M-$73.7M2026-10-29
DekaBank Deutsche Girozentrale
INCREASED923,435508,277+415,158+82%$143.7K$293.3K+$149.6K2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED786,837837,997-51,160-6%$314.2M$245.8M-$68.4M2026-11-04
Thrivent Financial for Lutherans
DECREASED749,041842,863-93,822-11%$315.0M$233.9M-$81.1M2026-11-05
New York State Teachers Retirement System
DECREASED743,920780,224-36,304-5%$291.6M$232.3M-$59.3M2026-10-22
Harel Insurance Investments & Financial Services Ltd.
DECREASED650,431651,524-1,0930%$243.5M$203.1M-$40.4M2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED614,034478,755+135,279+28%$178.9M$191.8M+$12.8M2026-10-20
Temasek Holdings (Private) Ltd
INCREASED609,375605,033+4,342+1%$226.1M$190.3M-$35.8M2026-10-28
Pictet Asset Management Holding SA
INCREASED597,636531,763+65,873+12%$198.7M$186.6M-$12.1M2026-11-03
Fifth Third Bancorp
DECREASED592,177608,159-15,982-3%$227.3M$184.9M-$42.4M2026-11-05
MacKenzie Financial Corp
INCREASED588,434561,182+27,252+5%$209.7M$183.8M-$26.0M2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED576,076569,610+6,466+1%$212.9M$179.9M-$33.0M2026-10-30
Swedbank AB
DECREASED557,431563,356-5,925-1%$210.5M$174.1M-$36.5M2026-10-27
Asset Management One Co., Ltd.
INCREASED544,339539,411+4,928+1%$201.6M$170.0M-$31.6M2026-10-27
Retirement Systems of Alabama
DECREASED524,069525,666-1,5970%$196.5M$163.7M-$32.8M2026-11-04
AMF Tjanstepension AB
DECREASED431,402439,350-7,948-2%$164.2M$134.7M-$29.5M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED423,841418,784+5,057+1%$148.2M$127.4M-$20.8M2026-10-13
Swiss Life Asset Management Ltd
DECREASED413,643465,353-51,710-11%$173.9M$129.2M-$44.7M2026-11-03
TD Waterhouse Canada Inc.
DECREASED413,412448,905-35,493-8%$168.3M$129.3M-$39.1M2026-10-16
Strs Ohio
DECREASED404,478423,618-19,140-5%$158.3M$126.3M-$32.0M2026-10-30
Creative Planning
INCREASED376,725360,728+15,997+4%$134.8M$117.6M-$17.2M2026-11-02
Commonwealth Equity Services, LLC
DECREASED351,935371,949-20,014-5%$139.0M$109.9M-$29.1M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED343,422310,461+32,961+11%$116.0M$107.2M-$8.8M2026-11-03
State of New Jersey Common Pension Fund D
DECREASED335,249337,905-2,656-1%$126.3M$104.7M-$21.6M2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED332,963364,204-31,241-9%$136.1M$104.0M-$32.1M2026-10-15
Czech National Bank
INCREASED298,117296,974+1,143+0%$111.0M$93.1M-$17.9M2026-10-13
Xponance LLC
INCREASED295,246282,483+12,763+5%$105.6M$92.2M-$13.4M2026-11-03
US Bancorp \de\
INCREASED295,190294,606+584+0%$110.1M$92.2M-$17.9M2026-11-05
Arizona State Retirement System
INCREASED290,139289,920+219+0%$108.4M$90.6M-$17.7M2026-11-03
KBC Group NV
DECREASED285,979338,281-52,302-15%$126.4M$89.3M-$37.1M2026-10-22
Douglas Lane & Associates, LLC
DECREASED285,448347,003-61,555-18%$129.7M$89.1M-$40.5M2026-10-09
Calamos Advisors LLC
INCREASED281,436277,306+4,130+1%$103.6M$87.9M-$15.7M2026-11-02
Bahl & Gaynor LLC
INCREASED262,215190,783+71,432+37%$71.3M$81.9M+$10.6M2026-11-05
State of Michigan Retirement System
DECREASED260,661267,161-6,500-2%$99.8M$81.4M-$18.4M2026-10-27
CIBC Asset Management Inc
INCREASED259,207256,111+3,096+1%$95.7M$80.9M-$14.8M2026-11-05
Daiwa Securities Group Inc.
INCREASED256,161226,836+29,325+13%$84.8M$80.0M-$4.8M2026-10-29
Truist Financial Corp
INCREASED252,973246,927+6,046+2%$92.3M$79.0M-$13.3M2026-10-30
Henshaw Capital LLC
UNCHANGED248,000248,00000%$92.7M$77.4M-$15.2M2026-11-03
IFM Investors Pty Ltd
INCREASED246,479240,839+5,640+2%$90.0M$77.0M-$13.0M2026-10-14
Assetmark, Inc
INCREASED245,262220,479+24,783+11%$82.4M$76.6M-$5.8M2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED229,233230,444-1,211-1%$86.1M$71.6M-$14.5M2026-11-03
Grandfield & Dodd, LLC
DECREASED222,828227,496-4,668-2%$85.0M$69.6M-$15.4M2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED219,336223,915-4,579-2%$83.7M$68.5M-$15.2M2026-10-19
Nisa Investment Advisors, LLC
DECREASED208,751212,368-3,617-2%$79.4M$65.2M-$14.2M2026-10-20
Amalgamated Bank
DECREASED208,342213,374-5,032-2%$79.7M$65.1M-$14.7M2026-10-23
Virginia Retirement Systems ET Al
DECREASED204,500216,580-12,080-6%$80.9M$63.9M-$17.1M2026-10-28
Vontobel Holding Ltd.
DECREASED201,770379,594-177,824-47%$141.9M$63.0M-$78.9M2026-10-16
Vest Financial, LLC
DECREASED198,487237,404-38,917-16%$88.7M$62.0M-$26.7M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED193,280196,516-3,236-2%$73.4M$60.4M-$13.1M2026-11-02
Neos Investment Management LLC
INCREASED193,108170,531+22,577+13%$63.7M$60.3M-$3.4M2026-11-04
Milestones Administradora de Recursos Ltda.
INCREASED188,457168,857+19,600+12%$63.1M$58.9M-$4.3M2026-10-21
Rakuten Investment Management, Inc.
INCREASED186,231170,735+15,496+9%$63.8M$59.2M-$4.6M2026-10-30
Certuity, LLC
DECREASED186,034186,037-30%$69.5M$58.1M-$11.4M2026-11-02
Aegon Asset Management UK PLC
DECREASED163,339173,847-10,508-6%$65.0M$51.0M-$14.0M2026-11-04
ProShare Advisors LLC
INCREASED162,166161,050+1,116+1%$60.2M$50.6M-$9.5M2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED158,777154,344+4,433+3%$57.7M$49.6M-$8.1M2026-10-20
Candriam S.C.A.
INCREASED157,296145,205+12,091+8%$54.2M$49.3M-$4.9M2026-11-03
OP Asset Management Ltd
INCREASED156,750116,362+40,388+35%$43.5M$49.0M+$5.5M2026-11-05
Meyer Handelman Co
DECREASED156,323157,402-1,079-1%$58.8M$48.8M-$10.0M2026-10-28
Spectrum Financial Alliance Ltd LLC
INCREASED153,487141,618+11,869+8%$52.9M$47.9M-$5.0M2026-10-29
Sather Financial Group Inc
DECREASED150,623151,541-918-1%$56.6M$47.0M-$9.6M2026-10-30
Lido Advisors, LLC
INCREASED148,089132,695+15,394+12%$49.6M$46.2M-$3.3M2026-11-04
Keybank National Association
INCREASED145,590133,275+12,315+9%$49.8M$45.5M-$4.3M2026-11-04
New York Life Investment Management LLC
DECREASED144,276155,224-10,948-7%$58.0M$45.1M-$13.0M2026-11-04
Kestra Advisory Services, LLC
INCREASED135,326110,822+24,504+22%$41.4M$42.3M+$843.6K2026-11-02
Granite Investment Partners, LLC
INCREASED130,517125,387+5,130+4%$46.9M$40.8M-$6.1M2026-11-04
UniSuper Management Pty Ltd
INCREASED129,223113,583+15,640+14%$42.4M$40.4M-$2.1M2026-10-26
Oregon Public Employees Retirement Fund
DECREASED127,544128,232-688-1%$47.9M$39.8M-$8.1M2026-10-30
Factory Mutual Insurance Co
DECREASED121,967132,217-10,250-8%$49.4M$38.1M-$11.3M2026-10-30
Achmea Investment Management B.V.
DECREASED117,061120,374-3,313-3%$45.0M$36.6M-$8.4M2026-10-30
Mutual of America Capital Management LLC
DECREASED116,319117,789-1,470-1%$44.0M$36.3M-$7.7M2026-10-23
Cullen T Bankers, Inc.
INCREASED114,815113,470+1,345+1%$42.4M$35.9M-$6.6M2026-10-28
Imc-Chicago, LLC
NEW109,745—+109,745——$34.3M—2026-11-05
Yousif Capital Management, LLC
DECREASED108,754110,432-1,678-2%$41.3M$34.0M-$7.3M2026-10-22
Americana Partners, LLC
DECREASED106,311124,233-17,922-14%$46.4M$33.2M-$13.2M2026-10-28
Generali Asset Management SPA SGR
INCREASED101,83396,015+5,818+6%$35.9M$31.8M-$4.1M2026-10-26
J. L. Bainbridge & Co., Inc.
DECREASED100,754101,784-1,030-1%$38.0M$31.5M-$6.6M2026-10-20
CapWealth Advisors, LLC
DECREASED99,300100,576-1,276-1%$37.6M$31.0M-$6.6M2026-10-05
State of Alaska, Department of Revenue
DECREASED98,286102,228-3,942-4%$38.2M$30.7M-$7.5M2026-10-15
iA Global Asset Management Inc.
DECREASED97,208139,808-42,600-30%$52.3M$30.4M-$21.9M2026-10-29
Fort Washington Investment Advisors Inc
DECREASED93,02493,030-60%$34.8M$29.1M-$5.7M2026-10-15
Auto-Owners Insurance Co
DECREASED89,536121,548-32,012-26%$45.4M$28.0M-$17.5M2026-10-15
Tempus Wealth Planning, LLC
DECREASED87,82487,866-420%$32.8M$27.4M-$5.4M2026-10-14
Maple Capital Management, Inc.
DECREASED87,42088,393-973-1%$33.0M$27.3M-$5.7M2026-11-02
ABN Amro Investment Solutions
INCREASED84,56665,781+18,785+29%$24.6M$26.4M+$1.8M2026-10-21
Apollon Wealth Management, LLC
INCREASED82,94782,680+267+0%$30.9M$25.9M-$5.0M2026-10-23
Gulf International Bank (UK) Ltd
UNCHANGED81,83881,83800%$30.6M$25.6M-$5.0M2026-10-20
Perpetual Ltd
DECREASED81,47684,181-2,705-3%$31.5M$25.4M-$6.0M2026-10-13
Vestor Capital, LLC
INCREASED79,78069,169+10,611+15%$3.9K$28.7K+$24.8K2026-11-04
Ethic Inc.
INCREASED76,84772,943+3,904+5%$27.3M$24.0M-$3.3M2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED71,43982,627-11,188-14%$30.9M$22.3M-$8.6M2026-10-08
Badgley Phelps Wealth Managers, LLC
INCREASED68,38367,368+1,015+2%$25.2M$21.4M-$3.8M2026-10-22
Park Avenue Securities LLC
DECREASED68,25868,606-348-1%$25.6M$21.3M-$4.3M2026-10-26
Neville Rodie & Shaw Inc
DECREASED66,68877,413-10,725-14%$28.9K$20.8K-$8.1K2026-10-05
Concurrent Investment Advisors, LLC
INCREASED65,22856,405+8,823+16%$20.8M$20.1M-$663.9K2026-10-16
Maryland State Retirement & Pension System
INCREASED63,21855,652+7,566+14%$20.8M$19.7M-$1.1M2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED62,84667,914-5,068-7%$25.4M$19.6M-$5.8M2026-10-22
Cookson Peirce & Co Inc
INCREASED62,55958,353+4,206+7%$21.8M$19.5M-$2.3M2026-10-30
Oppenheimer & Co Inc
INCREASED61,58855,722+5,866+11%$20.8M$19.2M-$1.6M2026-10-26
Vise Technologies, Inc.
INCREASED61,07751,314+9,763+19%$19.2M$19.1M-$103.7K2026-10-29
Tctc Holdings, LLC
INCREASED60,15160,101+50+0%$22.5M$18.8M-$3.7M2026-11-02
Payden & Rygel
DECREASED59,82560,125-3000%$22.5M$18.7M-$3.8M2026-10-28
AM Investment Strategies LLC
DECREASED58,55958,570-110%$21.9K$18.3M+$18.3M2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED56,44655,771+675+1%$20.8M$17.6M-$3.2M2026-10-20
Inspire Investing, LLC
INCREASED56,01815+56,003+373353%$5.6K$17.5M+$17.5M2026-10-22
Hartford Investment Management Co
DECREASED55,56357,680-2,117-4%$21.6M$17.4M-$4.2M2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED55,12848,974+6,154+13%$18.3M$17.2M-$1.1M2026-10-13
Next Level Private LLC
INCREASED54,68754,379+308+1%$20.3M$17.1M-$3.2M2026-10-20
Cynosure Group, LLC
DECREASED54,18054,182-20%$20.2M$16.9M-$3.3M2026-11-03
Codex Capital Asset Management L.L.C.
UNCHANGED53,87553,87500%$20.1M$16.8M-$3.3M2026-10-30
AIA Group Ltd
DECREASED53,80059,035-5,235-9%$22.1M$16.8M-$5.3M2026-10-30
Prospera Financial Services Inc
INCREASED53,18137,618+15,563+41%$14.1M$16.1M+$2.0M2026-11-04
Albion Financial Group
INCREASED53,13753,088+49+0%$19.8M$16.6M-$3.2M2026-10-21
American Assets Investment Management, LLC
UNCHANGED52,50052,50000%$19.6M$16.4M-$3.2M2026-10-30
New Mexico Educational Retirement Board
UNCHANGED52,07752,07700%$19.5M$16.3M-$3.2M2026-11-05
Archon Partners LLC
INCREASED52,00047,000+5,000+11%$17.6M$16.2M-$1.3M2026-10-26
J.W. Cole Advisors, Inc.
DECREASED51,83052,727-897-2%$19.7M$16.2M-$3.5M2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED51,36545,970+5,395+12%$17.2M$16.0M-$1.1M2026-10-26
Cadinha & Co LLC
INCREASED51,23351,226+7+0%$19.1M$16.0M-$3.1M2026-10-22
Gunderson Capital Management LLC
INCREASED51,20326,243+24,960+95%$9.8M$16.0M+$6.2M2026-10-15
Louisiana State Employees Retirement System
DECREASED51,00053,300-2,300-4%$19.9M$15.9M-$4.0M2026-10-20
HB Wealth Management, LLC
INCREASED50,44642,701+7,745+18%$16.0M$15.8M-$205.3K2026-10-23
M&G Plc
DECREASED49,64353,318-3,675-7%$19.9M$15.5M-$4.5M2026-11-04
D.A. Davidson & Co.
DECREASED48,06250,712-2,650-5%$19.0M$15.0M-$3.9M2026-10-28
Mather Group, Llc.
INCREASED47,96832,742+15,226+47%$12.2M$15.0M+$2.7M2026-10-14
Meiji Yasuda America Inc
INCREASED47,72938,887+8,842+23%$14.5M$14.9M+$372.1K2026-10-22
Kestra Private Wealth Services, LLC
DECREASED47,14251,007-3,865-8%$19.1M$14.7M-$4.3M2026-10-30
Larson Financial Group LLC
INCREASED46,96543,819+3,146+7%$16.4M$14.7M-$1.7M2026-11-05
Florida Trust Wealth Management Co
INCREASED46,79545,659+1,136+2%$17.1M$14.6M-$2.5M2026-11-05
Crossmark Global Holdings, Inc.
DECREASED44,09846,627-2,529-5%$17.4M$13.8M-$3.7M2026-10-21
Welch & Forbes LLC
DECREASED44,07544,138-630%$16.5M$13.8M-$2.7M2026-11-04
Union Bancaire Privee, UBP SA
DECREASED44,00744,128-1210%$24.2M$19.7M-$4.5M2026-11-04
Wesbanco Bank Inc
DECREASED43,19346,774-3,581-8%$17.5M$13.5M-$4.0M2026-11-04
Farther Finance Advisors, LLC
INCREASED43,11537,058+6,057+16%$13.8M$13.5M-$385.5K2026-10-08
Petredis Investment Advisors LLC
DECREASED42,65142,677-260%$15.9M$13.3M-$2.6M2026-10-20
Atria Investments, Inc
INCREASED42,58039,427+3,153+8%$14.7M$13.3M-$1.4M2026-10-15
Baxter Bros Inc
UNCHANGED42,53242,53200%$15.9M$13.3M-$2.6M2026-11-04
Fifth Third Wealth Advisors LLC
INCREASED41,88941,405+484+1%$15.5M$13.1M-$2.4M2026-10-22
Oppenheimer Asset Management Inc.
DECREASED41,81343,984-2,171-5%$16.4M$13.1M-$3.4M2026-10-27
CX Institutional
INCREASED41,79811,483+30,315+264%$4.3K$13.1K+$8.8K2026-10-02
Sapient Capital LLC
DECREASED41,65041,960-310-1%$15.7M$13.0M-$2.7M2026-10-08
Tokio Marine Asset Management Co LTD
INCREASED40,45939,080+1,379+4%$14.6M$12.6M-$2.0M2026-10-26
Choreo, LLC
INCREASED40,38840,278+110+0%$15.1M$12.6M-$2.4M2026-10-28
Fishman JAY A LTD
DECREASED40,26240,287-250%$15.1M$12.6M-$2.5M2026-10-26
Compagnie Lombard Odier SCmA
INCREASED39,24438,902+342+1%$14.5M$12.3M-$2.3M2026-11-04
Anderson Hoagland & Co
DECREASED38,23438,407-1730%$14.4M$11.2M-$3.1M2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED37,89632,601+5,295+16%$12.2M$11.8M-$349.4K2026-11-05
Teamwork Financial Advisors, LLC
DECREASED37,29737,515-218-1%$14.0M$11.6M-$2.4M2026-10-19
Kingsman Wealth Management, Inc.
DECREASED37,13138,254-1,123-3%$14.3M$11.6M-$2.7M2026-10-13
Pictet North America Advisors SA
INCREASED36,25830,808+5,450+18%$11.5M$11.3M-$190.9K2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED36,01039,850-3,840-10%$14.9M$11.2M-$3.6M2026-11-03
Davenport & Co LLC
INCREASED35,66232,969+2,693+8%$12.3M$11.1M-$1.2M2026-10-14
Plato Investment Management Ltd
INCREASED35,53232,722+2,810+9%$12.2M$11.1M-$1.0M2026-11-05
Schaper Benz & Wise Investment Counsel Inc
DECREASED35,30036,010-710-2%$13.5M$11.0M-$2.4M2026-10-09
Crestwood Advisors Group, LLC
INCREASED35,12315,578+19,545+125%$5.8M$11.0M+$5.1M2026-10-27
Matthew Goff Investment Advisor, LLC
NEW35,026—+35,026——$10.9M—2026-10-13
Krilogy Financial LLC
DECREASED34,14935,850-1,701-5%$13.4M$10.5M-$2.9M2026-10-13
Strategic Planning Group, LLC
DECREASED34,03448,833-14,799-30%$18.3M$10.6M-$7.6M2026-10-22
Midwest Trust Co
INCREASED33,67133,016+655+2%$12.3M$10.5M-$1.8M2026-10-22
Hoey Investments, Inc
INCREASED33,55033,544+6+0%$12.5M$10.5M-$2.1M2026-10-29
Cohen Klingenstein LLC
UNCHANGED32,58932,58900%$12.2M$10.2M-$2.0M2026-10-15
Gamma Investing LLC
INCREASED32,46831,192+1,276+4%$11.7M$10.1M-$1.5M2026-10-08
MGO One Seven LLC
INCREASED32,31131,620+691+2%$11.8M$10.1M-$1.7M2026-10-28
Consolidated Capital Management, LLC
INCREASED32,26932,158+111+0%$12.0M$10.1M-$1.9M2026-10-13
Tandem Capital Management Corp
DECREASED32,04832,540-492-2%$12.2M$10.0M-$2.2M2026-10-22
Dilation Capital Management LP
DECREASED31,75052,385-20,635-39%$19.6M$9.9M-$9.7M2026-10-13
North Dakota State Investment Board
INCREASED31,63630,450+1,186+4%$11.4M$9.9M-$1.5M2026-10-27
J.P. Marvel Investment Advisors, LLC
DECREASED31,60231,607-50%$11.8M$9.9M-$1.9M2026-11-02
Oliver Luxxe Assets LLC
DECREASED31,37635,051-3,675-10%$13.1M$9.8M-$3.3M2026-10-14
GoalVest Advisory LLC
INCREASED30,8587,174+23,684+330%$2.7M$2.5M-$197.9K2026-10-02
Regions Financial Corp
INCREASED30,81930,387+432+1%$11.4M$9.6M-$1.7M2026-11-05
Windmill Hill Asset Management Ltd
INCREASED30,56528,503+2,062+7%$10.7M$9.5M-$1.1M2026-10-28
Independent Financial Group, LLC
INCREASED30,36429,365+999+3%$11.0M$9.5M-$1.5M2026-10-13
Aware Super Pty Ltd as trustee of Aware Super
DECREASED30,08631,206-1,120-4%$11.7M$9.4M-$2.3M2026-10-30
Daymark Wealth Partners, LLC
INCREASED29,90229,849+53+0%$11.2M$9.3M-$1.8M2026-11-04
Central Trust Co
INCREASED29,65029,322+328+1%$11.0M$9.3M-$1.7M2026-11-05
Radnor Capital Management, LLC
UNCHANGED28,94828,94800%$10.8M$9.0M-$1.8M2026-10-23
Assenagon Asset Management S.A.
INCREASED28,90428,859+45+0%$10.8M$9.0M-$1.8M2026-10-15
Journey Advisory Group, LLC
INCREASED28,81728,296+521+2%$10.6M$9.0M-$1.6M2026-11-04
CenterBook Partners LP
NEW28,688—+28,688——$9.0M—2026-11-02
American National Bank & Trust
DECREASED28,68030,060-1,380-5%$11.2M$9.0M-$2.3M2026-10-07
Exchange Traded Concepts, LLC
DECREASED28,62133,698-5,077-15%$12.6M$8.9M-$3.7M2026-10-28
Contravisory Investment Management, Inc.
INCREASED28,35527,584+771+3%$10.3M$8.9M-$1.5M2026-10-13
Quadrant Capital Group LLC
DECREASED28,19730,231-2,034-7%$11.3M$8.7M-$2.6M2026-10-20
Brookstone Capital Management
DECREASED28,18635,844-7,658-21%$13.4M$8.8M-$4.6M2026-10-22
Clifford Swan Investment Counsel LLC
INCREASED28,01427,302+712+3%$10.2M$8.7M-$1.5M2026-11-05
Tema Etfs LLC
DECREASED27,94228,512-570-2%$10.7M$8.7M-$1.9M2026-10-16
Left Brain Wealth Management, LLC
DECREASED27,82828,283-455-2%$10.6M$8.7M-$1.9M2026-10-28
Ritholtz Wealth Management
DECREASED27,66929,667-1,998-7%$11.1M$8.6M-$2.4M2026-11-05
Pinnacle Associates LTD
DECREASED27,57127,986-415-1%$10.5M$8.6M-$1.8M2026-10-20
Gateway Investment Advisers LLC
INCREASED27,48019,215+8,265+43%$7.2M$8.6M+$1.4M2026-10-13
Sterling Investment Management, LLC
DECREASED27,04027,228-188-1%$10.2M$8.4M-$1.7M2026-10-16
First Citizens Bank & Trust Co
INCREASED26,61412,093+14,521+120%$4.5M$8.3M+$3.8M2026-10-14
Legacy Private Trust Co.
DECREASED26,57626,928-352-1%$10.1M$8.3M-$1.8M2026-10-06
Signaturefd, LLC
INCREASED26,35024,985+1,365+5%$9.3M$8.2M-$1.1M2026-10-23
Brighton Jones LLC
DECREASED26,30726,739-432-2%$10.0M$8.2M-$1.8M2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED26,16827,510-1,342-5%$10.3M$8.2M-$2.1M2026-10-23
Moody Lynn Lieberson & Walker, LLC
DECREASED26,09334,205-8,112-24%$12.8M$8.1M-$4.6M2026-10-14
Citizens Financial Group Inc
INCREASED26,09222,672+3,420+15%$8.5M$8.1M-$324.7K2026-10-23
Rockland Trust Co
DECREASED25,86927,426-1,557-6%$10.2M$8.1M-$2.2M2026-10-05
Sterling Capital Management LLC
DECREASED25,68727,433-1,746-6%$10.3M$8.0M-$2.2M2026-10-22
Chicago Partners Investment Group LLC
INCREASED25,64125,258+383+2%$8.8M$7.3M-$1.5M2026-10-27
Chatham Capital Group, Inc.
INCREASED25,42123,981+1,440+6%$9.0M$7.9M-$1.0M2026-10-16
Washington Trust Bank
INCREASED25,41221,448+3,964+18%$8.0M$7.9M-$79.8K2026-11-03
Axxcess Wealth Management, LLC
INCREASED25,38821,722+3,666+17%$8.1M$7.9M-$189.6K2026-10-21
Capital Investment Advisors, LLC
INCREASED25,03424,971+63+0%$9.3M$7.8M-$1.5M2026-10-22
Thompson Investment Management, Inc.
UNCHANGED24,87824,87800%$9.3M$7.8M-$1.5M2026-10-14
CMG Global Holdings, LLC
DECREASED24,62324,668-450%$9.2M$7.7M-$1.5M2026-10-14
Greenwood Capital Associates LLC
DECREASED24,46724,830-363-1%$9.3M$7.6M-$1.6M2026-10-27
Bouvel Investment Partners, LLC
DECREASED24,23824,644-406-2%$9.2M$7.6M-$1.6M2026-10-13
ZWJ Investment Counsel Inc
DECREASED24,21925,297-1,078-4%$9.5M$7.6M-$1.9M2026-10-15
Laurion Capital Management LP
INCREASED24,1701,144+23,026+2013%$427.5K$7.5M+$7.1M2026-10-30
Simplicity Wealth,LLC
INCREASED24,0736,901+17,172+249%$2.6M$7.5M+$4.9M2026-10-23
Illinois Municipal Retirement Fund
DECREASED24,07226,462-2,390-9%$9.9M$7.5M-$2.4M2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED24,04823,393+655+3%$8.7M$7.5M-$1.2M2026-11-05
Raiffeisen Bank International AG
INCREASED23,73715,318+8,419+55%$5.7M$7.5M+$1.8M2026-10-28
Inlet Private Wealth, LLC
UNCHANGED23,51923,51900%$8.8M$7.3M-$1.4M2026-10-21
Sava Infond d.o.o.
DECREASED23,36026,660-3,300-12%$10.0M$7.3M-$2.7M2026-10-28
Wedmont Private Capital
INCREASED22,82619,322+3,504+18%$6.9M$7.0M+$34.4K2026-10-09
Parallel Advisors, LLC
INCREASED22,73921,513+1,226+6%$8.0M$7.1M-$938.9K2026-11-03
True North Advisors, LLC
INCREASED22,59621,692+904+4%$8.1M$7.1M-$1.1M2026-10-22
Themes Management Co LLC
DECREASED22,59226,117-3,525-13%$9.8M$7.1M-$2.7M2026-10-29
Nichols & Pratt Advisers LLP
DECREASED22,21222,535-323-1%$8.4M$6.9M-$1.5M2026-10-13
Parthenon LLC
UNCHANGED22,06722,06700%$8.2M$6.9M-$1.4M2026-10-22
Fairfield Financial Advisors, LTD
DECREASED21,79322,082-289-1%$8.3M$6.8M-$1.4M2026-10-14
M Holdings Securities, Inc.
NEW21,706—+21,706——$6.8M—2026-11-03
Dynamic Advisor Solutions LLC
DECREASED21,63122,520-889-4%$8.4M$6.8M-$1.7M2026-10-13
Meridian Wealth Management, LLC
DECREASED21,61126,159-4,548-17%$9.8M$6.7M-$3.0M2026-11-05
Greenleaf Trust
DECREASED21,43622,200-764-3%$8.3M$6.7M-$1.6M2026-10-29
Covenant Asset Management, LLC
DECREASED21,41721,804-387-2%$8.1M$6.7M-$1.5M2026-10-14
Penobscot Investment Management Company, Inc.
INCREASED21,17620,276+900+4%$7.6M$6.6M-$964.7K2026-10-26
YHB Investment Advisors, Inc.
INCREASED21,15021,071+79+0%$7.9M$6.6M-$1.3M2026-10-08
Harold Davidson & Associates Inc.
DECREASED21,03421,128-940%$7.9M$6.6M-$1.3M2026-10-29
AlphaCore Capital LLC
INCREASED20,94518,216+2,729+15%$6.8M$6.5M-$267.0K2026-11-04
BNC Wealth Management, LLC
INCREASED20,56020,381+179+1%$7.6M$6.4M-$1.2M2026-10-19
V-Square Quantitative Management LLC
INCREASED20,39319,813+580+3%$7.4M$6.4M-$1.0M2026-10-15
Trek Financial, LLC
INCREASED20,243942+19,301+2049%$351.9K$6.3M+$6.0M2026-10-29
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED20,22420,134+90+0%$7.5M$6.3M-$1.2M2026-10-13
Fourpath Capital Management, LLC
DECREASED19,71320,006-293-1%$7.5M$6.2M-$1.3M2026-10-19
Hedges Asset Management LLC
DECREASED19,42519,475-500%$7.3M$6.1M-$1.2M2026-10-29
GAM Holding AG
DECREASED19,32620,885-1,559-7%$7.8M$6.0M-$1.8M2026-11-03
Mill Capital Management, LLC
UNCHANGED19,26519,26500%$7.2M$6.0M-$1.2M2026-10-26
Chicago Capital, LLC
DECREASED19,25819,281-230%$7.2M$6.0M-$1.2M2026-10-13
J. Safra Sarasin Holding AG
INCREASED19,06214,204+4,858+34%$4.3M$5.6M+$1.3M2026-10-26
Oak Thistle LLC
INCREASED19,0273,254+15,773+485%$1.2M$5.9M+$4.7M2026-10-21
Ascent Group, LLC
DECREASED18,99019,103-113-1%$7.1M$5.9M-$1.2M2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED18,78416,489+2,295+14%$6.2M$5.9M-$296.5K2026-10-27
Stenger Family Office, LLC
INCREASED18,75615,573+3,183+20%$5.8M$5.8M-$50.1K2026-10-22
Coastline Trust Co
DECREASED18,66620,069-1,403-7%$7.5M$5.8M-$1.7M2026-10-01
King Luther Capital Management Corp
INCREASED18,64116,088+2,553+16%$6.0M$5.8M-$191.2K2026-11-05
Pavion Blue Capital, LLC
DECREASED18,53218,624-920%$7.0M$5.8M-$1.2M2026-11-05
CoreCap Advisors, LLC
DECREASED18,46119,392-931-5%$7.2M$5.8M-$1.5M2026-10-08
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED18,42435,264-16,840-48%$13.2M$5.8M-$7.4M2026-10-21
Heritage Investors Management Corp
DECREASED18,35820,425-2,067-10%$7.6M$5.7M-$1.9M2026-10-29
Y-Intercept (Hong Kong) Ltd
INCREASED18,24518,061+184+1%$6.7M$5.7M-$1.1M2026-10-16
IFP Advisors, Inc
INCREASED18,22716,824+1,403+8%$6.3M$5.7M-$595.5K2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED18,03219,171-1,139-6%$7.2M$5.6M-$1.5M2026-10-29
Frank, Rimerman Advisors LLC
INCREASED17,79715,597+2,200+14%$5.8M$5.6M-$271.2K2026-10-16
Conning Inc.
DECREASED17,78517,874-890%$6.7M$5.6M-$1.1M2026-10-27
Harbor Capital Advisors, Inc.
INCREASED17,51917,445+74+0%$6.5M$5.5M-$1.0M2026-10-22
WD Rutherford LLC
DECREASED17,50618,548-1,042-6%$6.9M$5.5M-$1.5M2026-10-26
Uncommon Cents Investing Inc
DECREASED17,49417,789-295-2%$6.6M$5.5M-$1.2M2026-10-20
Alps Advisors Inc
INCREASED17,46911,593+5,876+51%$4.3M$5.5M+$1.1M2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED17,39715,987+1,410+9%$5.4M$5.9M+$510.4K2026-10-29
Symphony Financial, Ltd. Co.
INCREASED17,32510,078+7,247+72%$3.8M$5.4M+$1.7M2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED17,20117,331-130-1%$6.5M$5.4M-$1.1M2026-10-23
Beese Fulmer Investment Management, Inc.
DECREASED17,19417,420-226-1%$6.5M$5.4M-$1.1M2026-10-23
International Assets Investment Management, LLC
INCREASED17,16816,975+193+1%$6.4M$5.4M-$1.0M2026-11-02
HUB Investment Partners, LLC
INCREASED17,16515,978+1,187+7%$6.0M$5.4M-$611.1K2026-11-03
Equitable Trust Co
DECREASED17,03817,119-810%$6.4M$5.3M-$1.1M2026-10-13
Norden Group LLC
INCREASED16,86616,429+437+3%$6.1M$5.3M-$872.6K2026-10-20
Evergreen Capital Management LLC
INCREASED16,82616,237+589+4%$6.1M$5.3M-$813.7K2026-10-23
Griffin Asset Management, Inc.
DECREASED16,67217,261-589-3%$6.5M$5.2M-$1.2M2026-10-22
Knights of Columbus Asset Advisors LLC
DECREASED16,43716,771-334-2%$6.3M$5.1M-$1.1M2026-11-05
Cordatus Wealth Management LLC
DECREASED16,28316,720-437-3%$6.2M$5.1M-$1.2M2026-10-19
Perigon Wealth Management, LLC
DECREASED16,15717,644-1,487-8%$6.6M$5.0M-$1.5M2026-10-22
Guyasuta Investment Advisors Inc
DECREASED15,83415,866-320%$5.9M$4.9M-$984.8K2026-10-15
Christensen, King & Associates Investment Services, Inc.
NEW15,801—+15,801——$4.9M—2026-10-22
HWG Holdings LP
INCREASED15,64010,109+5,531+55%$3.8M$4.9M+$1.1M2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED15,63715,483+154+1%$5.8M$4.9M-$903.3K2026-11-05
Cornerstone Wealth Management, LLC
INCREASED15,54615,063+483+3%$5.6M$4.9M-$774.6K2026-11-04
Woodard & Co Asset Management Group Inc
DECREASED15,53016,534-1,004-6%$6.2M$4.8M-$1.3M2026-11-03
Wealthcare Advisory Partners LLC
INCREASED15,51912,472+3,047+24%$4.7M$4.8M+$185.3K2026-10-21
Sagespring Wealth Partners, LLC
INCREASED15,45314,711+742+5%$5.5M$4.8M-$672.0K2026-10-22
StoneX Group Inc.
INCREASED15,32414,294+1,030+7%$5.3M$4.8M-$554.2K2026-11-03
Advisors Management Group Inc
DECREASED15,30415,477-173-1%$5.8M$4.8M-$1.0M2026-11-05
Fulcrum Asset Management LLP
INCREASED15,20513,087+2,118+16%$4.9M$4.8M-$57.2K2026-11-04
Verdence Capital Advisors LLC
DECREASED15,13719,655-4,518-23%$7.3M$4.7M-$2.6M2026-10-26
BigSur Wealth Management LLC
UNCHANGED15,10015,10000%$5.6M$4.7M-$927.7K2026-10-13
Patten & Patten Inc
DECREASED14,89514,957-620%$5.6M$4.7M-$938.3K2026-10-26
Essex LLC
DECREASED14,88517,849-2,964-17%$6.7M$4.6M-$2.0M2026-10-14
SS&H Financial Advisors, Inc.
DECREASED14,88414,959-750%$5.6M$4.6M-$943.0K2026-10-28
Fisher Funds Management LTD
NEW14,800—+14,800——$4.6M—2026-10-13
Compass Financial Management LLC
DECREASED14,77720,976-6,199-30%$7.9M$4.6M-$3.3M2026-10-30
Sippican Capital Advisors
DECREASED14,72814,782-540%$5.5M$4.6M-$925.1K2026-10-23
Viewpoint Capital Management LLC
INCREASED14,71113,581+1,130+8%$5.1M$4.6M-$481.4K2026-10-27
Fulton Bank, N.A.
INCREASED14,57912,224+2,355+19%$4.6M$4.6M-$15.6K2026-10-14
RMR Wealth Builders
INCREASED14,55214,450+102+1%$5.4M$4.5M-$856.2K2026-10-22
Leelyn Smith, LLC
INCREASED14,50813,314+1,194+9%$5.0M$4.5M-$445.1K2026-11-03
Herbst Group, LLC
DECREASED14,49415,749-1,255-8%$5.9M$4.5M-$1.4M2026-10-20
Patriot Financial Group Insurance Agency, LLC
INCREASED14,44013,950+490+4%$5.1M$4.5M-$625.4K2026-10-14
Valeo Financial Advisors, LLC
INCREASED14,35413,941+413+3%$5.2M$4.5M-$727.6K2026-10-08
Princeton Capital Management LLC
INCREASED14,31314,040+273+2%$5.2M$4.5M-$777.3K2026-10-27
VestGen Advisors, LLC
DECREASED14,30215,579-1,277-8%$5.8M$4.5M-$1.4M2026-10-27
Versant Capital Management, Inc
DECREASED14,26214,483-221-2%$5.4M$4.5M-$958.8K2026-10-02
Investment Research & Advisory Group, Inc.
DECREASED14,22915,390-1,161-8%$5.8M$4.5M-$1.3M2026-10-19
Massachusetts Wealth Management
DECREASED14,21414,840-626-4%$5.5M$4.4M-$1.1M2026-10-21
Summit Place Financial Advisors, LLC
DECREASED14,17915,511-1,332-9%$5.8M$4.4M-$1.4M2026-10-23
Bokf, NA
DECREASED14,17914,588-409-3%$5.5M$4.4M-$1.0M2026-10-27
Jamison Private Wealth Management, Inc.
INCREASED14,15113,352+799+6%$5.0M$4.4M-$570.4K2026-10-14
Directional Asset Management
NEW14,091—+14,091——$4.4M—2026-10-22
Abner Herrman & Brock LLC
INCREASED13,99313,592+401+3%$5.1K$4.4M+$4.4M2026-10-20
Mission Wealth Management, LP
DECREASED13,95226,404-12,452-47%$9.9M$4.4M-$5.5M2026-10-15
Soltis Investment Advisors LLC
INCREASED13,80913,083+726+6%$4.9M$4.3M-$577.2K2026-10-28
Aviso Wealth Management
DECREASED13,77914,368-589-4%$5.4M$4.3M-$1.1M2026-11-04
Long Road Investment Counsel, LLC
DECREASED13,75014,324-574-4%$5.4M$4.3M-$1.1M2026-11-04
Weaver Capital Management LLC
INCREASED13,7119,906+3,805+38%$2.8M$4.3M+$1.5M2026-10-15
Diversify Wealth Management, LLC
INCREASED13,67012,430+1,240+10%$4.5M$4.3M-$229.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED13,67012,430+1,240+10%$4.5M$4.3M-$229.8K2026-10-20
Kornitzer Capital Management Inc
INCREASED13,63313,395+238+2%$5.0M$4.3M-$748.7K2026-11-03
Glenview Trust Co
DECREASED13,59913,634-350%$5.1M$4.2M-$848.6K2026-10-28
Compound Planning, Inc.
DECREASED13,54214,167-625-4%$5.3M$4.2M-$1.1M2026-11-05
Parkway Wealth Management Group, LLC
INCREASED13,53911,678+1,861+16%$4.4M$4.2M-$136.3K2026-10-20
Cypress Capital Group
INCREASED13,47312,806+667+5%$4.8M$4.2M-$578.5K2026-11-03
MCF Advisors LLC
DECREASED13,34413,876-532-4%$5.2M$4.2M-$1.0M2026-10-28
Confluence Wealth Services, Inc.
DECREASED13,33715,736-2,399-15%$5.9M$4.2M-$1.7M2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED13,31813,231+87+1%$4.9M$4.2M-$786.1K2026-10-13
Marks Group Wealth Management, Inc
DECREASED13,28522,482-9,197-41%$8.4M$4.1M-$4.3M2026-11-05
Jackson Square Capital, LLC
INCREASED13,24211,910+1,332+11%$4.5M$4.1M-$315.8K2026-10-19
Wedbush Securities Inc
DECREASED13,23114,390-1,159-8%$5.4M$4.1M-$1.2M2026-10-22
Sowell Financial Services LLC
INCREASED13,17613,158+18+0%$4.9M$4.1M-$802.9K2026-10-23
Family Legacy, Inc.
INCREASED13,17013,132+38+0%$4.9M$4.1M-$794.9K2026-10-13
Crown Oak Advisors, LLC
UNCHANGED13,07313,07300%$4.9M$4.1M-$803.2K2026-10-16
AdvisorNet Financial, Inc
DECREASED13,04616,625-3,579-22%$6.2M$4.0M-$2.2M2026-10-15
Aaron Wealth Advisors LLC
INCREASED13,04411,046+1,998+18%$4.1M$4.1M-$54.7K2026-10-13
Chesley Taft & Associates LLC
DECREASED12,75912,950-191-1%$4.8M$4.0M-$855.3K2026-10-13
VCI Wealth Management LLC
NEW12,756—+12,756——$4.0M—2026-10-29
Quadrant Private Wealth Management, LLC
NEW12,691—+12,691——$4.0M—2026-11-04
SFE Investment Counsel
INCREASED12,65412,002+652+5%$4.5M$4.0M-$533.8K2026-10-29
Orrstown Financial Services Inc
INCREASED12,51412,441+73+1%$4.6M$3.9M-$741.6K2026-10-14
Everhart Financial Group, Inc.
DECREASED12,50512,771-266-2%$4.8M$3.9M-$867.6K2026-10-08
Sigma Planning Corp
INCREASED12,32311,620+703+6%$4.3M$3.8M-$495.6K2026-10-23
Angeles Wealth Management, LLC
DECREASED12,26913,096-827-6%$4.9M$3.8M-$1.1M2026-10-26
NBT Bank, N.A.
DECREASED12,17012,275-105-1%$4.6M$3.8M-$787.0K2026-10-21
Jcic Asset Management Inc.
INCREASED12,16811,898+270+2%$3.4M$3.8M+$423.7K2026-10-30
Eastern Bank
INCREASED12,15211,211+941+8%$4.2M$3.8M-$394.9K2026-10-05
BLB&B Advisors, LLC
INCREASED12,04911,841+208+2%$4.4M$3.8M-$662.3K2026-10-27
Armstrong Henry H Associates Inc
UNCHANGED12,04312,04300%$4.5M$3.8M-$739.9K2026-10-07
Avior Wealth Management, LLC
DECREASED11,85212,374-522-4%$4.6M$3.7M-$923.1K2026-10-13
SAX Wealth Advisors, LLC
INCREASED11,85010,622+1,228+12%$3.0M$3.7M+$686.4K2026-10-13
Trust Co of Vermont
INCREASED11,78910,808+981+9%$4.0M$3.7M-$357.7K2026-10-21
Plimoth Trust Co LLC
DECREASED11,75913,061-1,302-10%$4.9M$3.7M-$1.2M2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED11,74311,539+204+2%$4.3M$3.7M-$645.3K2026-10-23
Souders Financial Advisors
DECREASED11,71712,218-501-4%$4.6M$3.7M-$907.0K2026-11-03
Masterinvest Kapitalanlage GmbH
DECREASED11,71112,308-597-5%$4.6M$3.7M-$942.6K2026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED11,69111,798-107-1%$4.4M$3.7M-$758.4K2026-10-05
Tounjian Advisory Partners, LLC
DECREASED11,68013,301-1,621-12%$5.0M$3.6M-$1.3M2026-11-04
Focus Wealth Advisors, LLC
DECREASED11,58411,771-187-2%$4.4M$3.6M-$781.7K2026-10-14
Weinberger Asset Management, Inc
INCREASED11,55711,540+17+0%$4.2M$3.6M-$546.1K2026-10-28
Busey Bank
INCREASED11,50211,478+24+0%$4.3M$3.6M-$697.7K2026-10-26
Sendero Wealth Management, LLC
DECREASED11,43612,322-886-7%$4.6M$3.6M-$1.0M2026-10-14
Parr Mcknight Wealth Management Group, LLC
DECREASED11,37312,113-740-6%$4.5M$3.6M-$975.3K2026-10-30
Arthur M. Cohen & Associates, LLC
INCREASED11,32110,140+1,181+12%$3.8M$3.5M-$254.2K2026-10-26
Lincoln Capital Corp
DECREASED11,30514,156-2,851-20%$5.3M$3.5M-$1.8M2026-10-13
Mystic Asset Management, Inc.
INCREASED11,29411,271+23+0%$4.2M$3.5M-$685.3K2026-10-15
West Branch Capital LLC
INCREASED11,27310,948+325+3%$4.1M$3.5M-$570.9K2026-10-20
Calamos Wealth Management LLC
INCREASED11,24810,765+483+4%$4.0M$3.5M-$510.6K2026-11-02
Lakeside Advisors, Inc.
INCREASED11,21011,190+20+0%$4.2M$3.5M-$681.3K2026-10-20
Wolverine Asset Management LLC
NEW11,201—+11,201——$3.5M—2026-11-02
Apella Capital, LLC
INCREASED11,1928,241+2,951+36%$3.0M$3.4M+$373.7K2026-10-08
Legacy Financial Independent Advisors LLC
INCREASED11,1752,804+8,371+299%$1.0M$3.5M+$2.4M2026-11-02
Guardian Investment Management
INCREASED11,16011,159+1+0%$4.2M$3.5M-$685.0K2026-10-23
Spire Wealth Management
INCREASED11,1159,469+1,646+17%$3.5M$3.5M-$67.6K2026-10-30
Maia Wealth LLC
INCREASED11,1059,075+2,030+22%$3.4M$3.5M+$76.5K2026-10-19
Bank of New Hampshire
DECREASED11,09211,157-65-1%$4.2M$3.5M-$705.8K2026-10-06
Ellerson Group Inc
DECREASED11,07512,165-1,090-9%$4.5M$3.6M-$995.0K2026-11-04
October Effect Ltd
DECREASED11,05911,064-50%$4.1M$3.5M-$681.3K2026-10-20
Clear Creek Financial Management, LLC
DECREASED11,02511,515-490-4%$4.3M$3.4M-$860.3K2026-10-28
Focused Wealth Management, Inc
INCREASED11,01910,880+139+1%$4.1M$3.4M-$625.1K2026-10-30
Burford Brothers, Inc.
DECREASED11,01811,978-960-8%$4.5M$3.4M-$1.0M2026-10-21
Flagship Harbor Advisors, LLC
INCREASED10,99010,621+369+3%$4.0M$3.4M-$537.2K2026-10-26
Linscomb Wealth, Inc.
INCREASED10,98810,936+52+0%$4.1M$3.4M-$655.7K2026-11-05
Investors Asset Management of Georgia Inc
DECREASED10,95010,960-100%$4.1M$3.4M-$670.2K2026-10-20
Fulcrum Wealth Advisors, LLC
INCREASED10,9299,252+1,677+18%$3.5M$3.4M-$44.7K2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED10,91510,91500%$4.1M$4.1M$02026-10-15
Indivisible Partners
INCREASED10,9095,479+5,430+99%$2.0M$3.4M+$1.4M2026-10-26
Greenspring Advisors, LLC
INCREASED10,9085,424+5,484+101%$2.0M$3.4M+$1.4M2026-11-05
Lebenthal Global Advisors, LLC
INCREASED10,8719,329+1,542+17%$3.5M$3.4M-$91.5K2026-10-28
Quilter Plc
DECREASED10,84013,534-2,694-20%$5.1M$3.4M-$1.7M2026-10-21
111 Capital
NEW10,790—+10,790——$3.4M—2026-11-03
Wealth Alliance Advisory Group, LLC
DECREASED10,71310,797-84-1%$4.0M$3.3M-$689.6K2026-10-14
Stackstone Wealth, LLC
NEW10,708—+10,708——$3.3M—2026-10-19
Kanawha Capital Management LLC
INCREASED10,65810,405+253+2%$3.9M$3.3M-$560.2K2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED10,6079,369+1,238+13%$3.5M$3.3M-$189.3K2026-10-21
Klingman & Associates, LLC
INCREASED10,5799,785+794+8%$3.7M$3.3M-$353.2K2026-10-20
Gryphon Financial Partners LLC
INCREASED10,54910,148+401+4%$3.8M$3.3M-$498.4K2026-11-04
AMG National Trust Bank
INCREASED10,54910,260+289+3%$3.8M$3.3M-$540.1K2026-11-05
Blue Trust, Inc.
DECREASED10,49810,586-88-1%$4.0M$3.3M-$677.9K2026-10-15
Principle Wealth Partners LLC
INCREASED10,49710,448+49+0%$3.9M$3.3M-$626.3K2026-11-02
Carret Asset Management, LLC
INCREASED10,4768,497+1,979+23%$3.2M$3.3M+$96.0K2026-11-04
Torray Investment Partners LLC
DECREASED10,46110,999-538-5%$4.1M$3.3M-$843.8K2026-10-30
Premier Path Wealth Partners, LLC
DECREASED10,33810,705-367-3%$4.0M$3.2M-$772.4K2026-10-16
RWQ Financial Management Services, Inc.
DECREASED10,33537,447-27,112-72%$14.0M$3.2M-$10.8M2026-10-19
Mitchell Capital Management Co
DECREASED10,33010,507-177-2%$3.9M$3.2M-$700.8K2026-10-29
Modera Wealth Management, LLC
INCREASED10,3199,865+454+5%$3.7M$3.2M-$464.4K2026-10-28
Kimelman & Baird, LLC
UNCHANGED10,29910,29900%$3.8M$3.2M-$632.8K2026-11-03
Venture Visionary Partners LLC
INCREASED10,2909,217+1,073+12%$3.4M$3.2M-$231.2K2026-10-07
Salem Investment Counselors Inc
DECREASED10,26110,276-150%$3.8M$3.2M-$636.0K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED10,2549,641+613+6%$3.6M$3.2M-$400.7K2026-11-04
Hudson Canyon Capital Management
DECREASED10,22310,995-772-7%$4.1M$3.2M-$916.6K2026-11-04
Chicago Trust Co NA
DECREASED10,21110,831-620-6%$4.0M$3.2M-$859.1K2026-10-28
Shaker Investments LLC
INCREASED10,0857,228+2,857+40%$2.7M$3.1M+$448.1K2026-11-05
Canandaigua National Bank & Trust Co
DECREASED10,08010,227-147-1%$3.8M$3.1M-$674.3K2026-10-07
WealthPlan Investment Management, LLC
INCREASED10,0269,246+780+8%$3.5M$3.1M-$324.6K2026-10-15
Greenup Street Wealth Management LLC
INCREASED10,023964+9,059+940%$360.1K$3.1M+$2.8M2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED10,0038,449+1,554+18%$3.2M$3.1M-$33.6K2026-10-13
Highland Capital Management, LLC
DECREASED9,93125,407-15,476-61%$9.5M$3.1M-$6.4M2026-10-26
Parkside Financial Bank & Trust
INCREASED9,8129,798+14+0%$3.7M$3.1M-$597.6K2026-10-27
Bdf-Gestion
DECREASED9,76211,000-1,238-11%$2.0M$3.0M+$1.1M2026-10-19
Mattern Capital Management, LLC
NEW9,744—+9,744——$3.0M—2026-11-02
Rhodes Investment Advisors Inc
DECREASED9,70310,541-838-8%$3.9M$3.0M-$909.3K2026-10-07
Cigna Investments Inc
DECREASED9,6879,724-370%$3.6M$3.0M-$608.0K2026-10-19
BKM Wealth Management, LLC
DECREASED9,6769,900-224-2%$3.7M$3.0M-$678.2K2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
DECREASED9,6649,790-126-1%$3.7M$3.0M-$640.8K2026-10-23
Terra Nova Asset Management LLC
DECREASED9,5879,645-58-1%$3.6M$3.0M-$610.7K2026-10-13
CWA Asset Management Group, LLC
INCREASED9,5549,286+268+3%$3.5M$3.0M-$487.1K2026-10-19
James Investment Research, Inc.
DECREASED9,55310,155-602-6%$3.8M$3.0M-$811.9K2026-10-22
SBI Securities Co., Ltd.
DECREASED9,5339,719-186-2%$3.6M$3.0M-$655.2K2026-10-22
Global Assets Advisory, LLC
INCREASED9,5039,437+66+1%$3.5M$2.9M-$593.5K2026-10-28
Western Financial Corp
DECREASED9,44110,397-956-9%$3.9M$2.9M-$937.6K2026-10-14
Banque Pictet & CIE SA
DECREASED9,42511,750-2,325-20%$4.4M$2.9M-$1.4M2026-10-16
Meridian Investment Counsel Inc.
DECREASED9,4199,438-190%$3.5M$2.9M-$585.8K2026-10-14
71 West Capital Partners
DECREASED9,3399,382-430%$3.5M$2.9M-$589.9K2026-11-04
FSM Wealth Advisors, LLC
DECREASED9,3369,825-489-5%$3.7M$2.9M-$818.6K2026-10-27
Value Partners Investments Inc.
INCREASED9,3079,216+91+1%$3.4M$2.9M-$523.7K2026-10-19
Csenge Advisory Group
DECREASED9,1629,567-405-4%$3.6M$2.9M-$714.2K2026-11-04
Portfolio Design Labs, LLC
DECREASED9,1259,179-54-1%$3.4M$2.8M-$580.8K2026-11-04
Millennium Capital Advisors, LLC
DECREASED9,0829,096-140%$3.4M$2.8M-$563.4K2026-10-16
Moody National Bank Trust Division
DECREASED9,0769,136-60-1%$3.4M$2.8M-$580.1K2026-10-06
Accurate Wealth Management, LLC
INCREASED9,0578,822+235+3%$3.2M$2.8M-$383.5K2026-10-20
Joel Isaacson & Co., LLC
INCREASED9,0478,688+359+4%$3.2M$2.8M-$421.8K2026-11-05
Profund Advisors LLC
DECREASED9,02710,457-1,430-14%$3.9M$2.8M-$1.1M2026-10-29
Philadelphia Trust Co
UNCHANGED9,0259,02500%$3.4M$2.8M-$555.0K2026-11-05
Consilium Wealth Advisory, LLC
INCREASED8,9618,939+22+0%$3.3M$2.8M-$542.5K2026-10-14
Roman Butler Fullerton & Co
DECREASED8,90910,365-1,456-14%$3.7M$2.8M-$889.7K2026-10-27
Hunter Associates Investment Management LLC
INCREASED8,8368,810+26+0%$3.3M$2.8M-$531.0K2026-10-26
Washington Trust Co
DECREASED8,8358,988-153-2%$3.4M$2.8M-$600.0K2026-10-22
American State Bank (Iowa)
INCREASED8,8198,478+341+4%$3.2M$2.8M-$414.4K2026-11-03
GC Wealth Management RIA, LLC
INCREASED8,7918,275+516+6%$3.1M$2.7M-$347.3K2026-11-02
Old National Bancorp
INCREASED8,7218,573+148+2%$3.2M$2.7M-$480.5K2026-10-20
Valley National Advisers Inc
INCREASED8,6811,698+6,983+411%$634.7K$2.7M+$2.1M2026-10-23
Wealth Dimensions Group, Ltd.
INCREASED8,6748,654+20+0%$3.2M$2.7M-$525.6K2026-11-02
Slocum, Gordon & Co LLP
DECREASED8,6729,209-537-6%$3.4M$2.7M-$733.5K2026-10-19
Axxion S.A.
UNCHANGED8,6718,67100%$3.2M$2.7M-$532.7K2026-10-22
Wynn Capital, LLC
DECREASED8,6588,870-212-2%$3.3M$2.7M-$611.2K2026-10-13
Segment Wealth Management, LLC
UNCHANGED8,5918,59100%$3.2M$2.7M-$527.8K2026-10-26
S.A. Mason LLC
UNCHANGED8,5628,56200%$3.2M$2.7M-$526.0K2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED8,5529,462-910-10%$3.5M$2.7M-$865.4K2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED8,5188,347+171+2%$3.1M$2.7M-$459.4K2026-10-14
Central Pacific Bank - Trust Division
DECREASED8,49910,584-2,085-20%$4.0M$2.7M-$1.3M2026-10-06
Sanders Morris Harris LLC
NEW8,497—+8,497——$2.7M—2026-10-14
Atlas Brown,Inc.
DECREASED8,4828,501-190%$3.2M$2.6M-$528.2K2026-10-09
Vivid Wealth Management, LLC
DECREASED8,4718,601-130-2%$3.2M$2.6M-$569.0K2026-10-27
Nations Financial Group Inc,
DECREASED8,4538,574-121-1%$3.2M$2.6M-$564.6K2026-11-05
Ipswich Investment Management Co., Inc.
UNCHANGED8,4508,45000%$3.2M$2.6M-$519.2K2026-10-13
Everett Harris & Co
DECREASED8,3748,462-88-1%$3.2M$2.6M-$547.4K2026-10-28
Victrix Investment Advisors
INCREASED8,3477,890+457+6%$2.9M$2.6M-$342.1K2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED8,3427,993+349+4%$3.0M$2.6M-$382.0K2026-10-08
Connecticut Wealth Management, LLC
INCREASED8,3348,207+127+2%$3.1M$2.6M-$464.9K2026-10-13
Parsons Capital Management Inc
INCREASED8,3318,043+288+4%$3.0M$2.6M-$404.2K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED8,1837,932+251+3%$3.0M$2.6M-$408.9K2026-11-03
Novem Group
INCREASED8,1747,049+1,125+16%$2.6M$2.6M-$81.8K2026-10-19
PDS Planning, Inc
DECREASED8,1728,502-330-4%$3.2M$2.6M-$625.4K2026-11-03
Nfsg Corp
DECREASED8,15514,699-6,544-45%$5.5M$2.5M-$2.9M2026-10-15
PVG Asset Management Corp
DECREASED8,1548,221-67-1%$3.1M$2.5M-$526.0K2026-10-19
Nippon Life Global Investors Americas, Inc.
DECREASED8,1108,550-440-5%$3.2M$2.5M-$662.7K2026-10-29
TD Private Client Wealth LLC
DECREASED8,0708,449-379-4%$3.2M$2.5M-$637.5K2026-10-28
Woodstock Corp
DECREASED7,9508,422-472-6%$3.1M$2.5M-$664.8K2026-10-13
Farmers & Merchants Investments Inc
DECREASED7,9247,939-150%$3.0M$2.5M-$492.5K2026-10-22
Sentry LLC
UNCHANGED7,9197,91900%$3.0M$2.5M-$486.5K2026-10-30
RFG Advisory, LLC
DECREASED7,8887,973-85-1%$3.0M$2.5M-$516.6K2026-11-03
Hall Laurie J Trustee
DECREASED7,8757,885-100%$2.9M$2.5M-$487.6K2026-10-06
Park National Corp
DECREASED7,8708,572-702-8%$3.2M$2.5M-$745.9K2026-10-05
NTV Asset Management LLC
INCREASED7,8367,831+5+0%$2.9M$2.4M-$479.2K2026-10-23
Community Bank of Raymore
UNCHANGED7,8257,82500%$2.9M$2.4M-$480.8K2026-10-23
Harfst & Associates, Inc.
INCREASED7,8057,788+17+0%$2.9M$2.4M-$473.1K2026-10-20
Valley Brook Capital Group, Inc.
INCREASED7,7877,717+70+1%$2.9M$2.4M-$452.3K2026-10-26
Pegasus Asset Management, Inc.
INCREASED7,7847,560+224+3%$2.8M$2.4M-$394.5K2026-11-03
Clear Harbor Asset Management, LLC
INCREASED7,7602,446+5,314+217%$914.1K$2.4M+$1.5M2026-11-05
Chilton Capital Management LLC
INCREASED7,7307,613+117+2%$2.8M$2.4M-$431.2K2026-10-28
Birch Hill Investment Advisors LLC
UNCHANGED7,6867,68600%$2.9M$2.4M-$472.2K2026-10-16
Courier Capital LLC
DECREASED7,6357,976-341-4%$3.0M$2.4M-$596.6K2026-10-19
KCM Investment Advisors LLC
INCREASED7,6247,089+535+8%$2.6M$2.4M-$268.4K2026-10-27
RDA Financial Network
INCREASED7,6187,605+13+0%$2.8M$2.4M-$463.2K2026-10-15
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED7,5357,819-284-4%$2.9M$2.4M-$569.1K2026-10-26
Burke & Herbert Bank & Trust Co
INCREASED7,5057,331+174+2%$2.7M$2.3M-$396.1K2026-11-02
Alta Advisers Ltd
INCREASED7,4713,979+3,492+88%$1.5M$2.3M+$846.0K2026-11-02
Lighthouse Financial LLC
UNCHANGED7,4227,42200%$2.8M$2.3M-$456.0K2026-10-23
Harvey Investment Co LLC
UNCHANGED7,3437,34300%$2.7M$2.3M-$451.0K2026-10-20
Jefferies Financial Group Inc.
DECREASED7,32535,301-27,976-79%$13.2M$2.3M-$10.9M2026-11-05
SYM Financial Corp
INCREASED7,2597,079+180+3%$2.6M$2.3M-$378.6K2026-10-26
BIP Wealth, LLC
DECREASED7,2517,756-505-7%$2.9M$2.3M-$634.3K2026-10-22
Howard Capital Management, LLC
DECREASED7,2507,330-80-1%$2.7M$2.3M-$475.4K2026-10-16
Wespac Advisors SoCal, LLC
DECREASED7,2267,372-146-2%$2.8M$2.3M-$498.5K2026-10-13
Avestar Capital, LLC
DECREASED7,2159,548-2,333-24%$3.6M$2.3M-$1.3M2026-10-28
Chickasaw Capital Management LLC
DECREASED7,2037,968-765-10%$3.0K$2.2M+$2.2M2026-10-08
Voisard Asset Management Group, Inc.
INCREASED7,1956,300+895+14%$2.4M$2.2M-$107.8K2026-10-13
Parisi Gray Wealth Management
INCREASED7,0926,961+131+2%$2.6M$2.2M-$386.7K2026-10-16
Bryn Mawr Trust Advisors, LLC
INCREASED7,0916,828+263+4%$2.6M$2.2M-$337.6K2026-11-04
Plancorp, LLC
INCREASED7,0695,937+1,132+19%$2.1M$2.1M+$35.3K2026-11-03
New England Research & Management, Inc.
INCREASED7,0514,961+2,090+42%$1.9M$2.2M+$347.9K2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED7,0106,313+697+11%$2.3M$2.1M-$123.9K2026-10-13
Congress Asset Management Co
NEW7,007—+7,007——$2.2M—2026-10-06
Lifestyle Asset Management, Inc.
INCREASED6,9926,771+221+3%$2.5M$2.2M-$346.9K2026-10-20
MFG Wealth Management, Inc.
DECREASED6,9177,218-301-4%$2.7M$2.2M-$537.4K2026-10-09
Central Bank & Trust Co
INCREASED6,8635,530+1,333+24%$2.1M$2.1M+$76.5K2026-10-09
Avantax Planning Partners, Inc.
INCREASED6,8526,498+354+5%$2.4M$2.1M-$289.0K2026-11-03
Breakwater Capital Group
DECREASED6,8517,513-662-9%$2.8M$2.1M-$668.3K2026-10-09
Integrity Alliance, Llc.
INCREASED6,7746,634+140+2%$2.5M$2.1M-$363.9K2026-10-29
Fragasso Financial Advisors Inc
DECREASED6,7717,323-552-8%$2.7M$2.1M-$650.0K2026-10-13
180 Wealth Advisors, LLC
INCREASED6,7606,724+36+1%$2.5M$2.1M-$401.9K2026-11-03
Hanson & Doremus Investment Management
DECREASED6,7286,747-190%$2.5M$2.1M-$421.0K2026-10-16
Parrish Capital LLC
DECREASED6,6777,059-382-5%$2.6M$2.1M-$553.0K2026-10-01
Aljian Capital Management, LLC
INCREASED6,6706,662+8+0%$2.5M$2.1M-$407.0K2026-10-28
Nvwm, LLC
DECREASED6,6366,661-250%$2.5M$2.1M-$417.1K2026-10-14
Advisory Resource Group
DECREASED6,6236,987-364-5%$2.6M$2.1M-$542.8K2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED6,5955,223+1,372+26%$2.0M$2.1M+$107.6K2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED6,5786,627-49-1%$2.5M$2.1M-$422.4K2026-10-27
Supplemental Annuity Collective Trust of NJ
DECREASED6,5656,692-127-2%$2.5M$2.1M-$450.8K2026-11-02
Advisor OS, LLC
INCREASED6,5095,793+716+12%$2.2M$2.0M-$132.4K2026-11-03
Ignite Planners, LLC
INCREASED6,4095,995+414+7%$2.2M$2.0M-$239.1K2026-10-14
Meitav Investment House LTD
UNCHANGED6,4006,40000%$2.4M$2.0M-$393.2K2026-10-28
Caldwell Trust Co
INCREASED6,3986,057+341+6%$2.3M$2.0M-$265.7K2026-10-30
Silverberg Bernstein Capital Management LLC
UNCHANGED6,3886,38800%$2.4M$2.0M-$392.5K2026-10-13
Focus Financial Network, Inc.
INCREASED6,3656,293+72+1%$2.4M$2.0M-$364.2K2026-10-14
Parcion Private Wealth LLC
INCREASED6,3616,025+336+6%$2.3M$2.0M-$265.2K2026-10-28
First Financial Bank - Trust Division
DECREASED6,3436,351-80%$2.4M$2.0M-$392.7K2026-10-01
CWC Advisors, Llc.
INCREASED6,3326,200+132+2%$2.3M$2.0M-$339.7K2026-10-15
Howland Capital Management LLC
DECREASED6,3226,363-41-1%$2.4M$2.0M-$403.7K2026-10-22
MTM Investment Management, LLC
INCREASED6,3196,316+3+0%$2.4M$2.0M-$387.1K2026-10-30
Anchyra Partners LLC
INCREASED6,3086,013+295+5%$2.2M$2.0M-$277.3K2026-10-13
BAR Harbor Wealth Management
INCREASED6,2655,884+381+6%$2.2M$2.0M-$242.5K2026-10-21
Tableaux LLC
INCREASED6,2146,057+157+3%$2.3M$1.9M-$323.1K2026-10-23
Strategic Blueprint, LLC
INCREASED6,1966,178+18+0%$2.3M$1.9M-$374.1K2026-10-22
XML Financial, LLC
DECREASED6,1927,233-1,041-14%$2.7M$1.9M-$769.6K2026-10-29
Argyle Capital Management, LLC
DECREASED6,1856,272-87-1%$2.3M$1.9M-$412.5K2026-10-28
Sovran Advisors, LLC
INCREASED6,1484,914+1,234+25%$1.8M$1.9M+$137.8K2026-11-02
Cohen Capital Management, Inc.
UNCHANGED6,1316,13100%$2.3M$1.9M-$376.7K2026-10-14
Monarch Capital Management Inc
DECREASED6,1286,368-240-4%$2.4M$1.9M-$466.2K2026-10-19
Cornerstone Wealth Group, LLC
INCREASED6,1136,042+71+1%$2.3M$1.9M-$349.2K2026-11-02
Secure Asset Management, LLC
DECREASED6,1086,201-93-1%$2.3M$1.9M-$410.2K2026-10-19
SteelPeak Wealth, LLC
INCREASED6,0485,554+494+9%$2.1M$1.9M-$187.2K2026-10-16
PFG Advisors
DECREASED6,0286,059-31-1%$2.3M$1.9M-$382.1K2026-10-16
Lanark Financial, Inc.
INCREASED6,0155,951+64+1%$2.2M$1.9M-$345.9K2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED5,9975,502+495+9%$2.1M$1.9M-$183.5K2026-10-15
Park Edge Advisors, LLC
DECREASED5,9976,318-321-5%$2.4M$1.9M-$488.4K2026-10-28
Fagan Associates, Inc.
INCREASED5,9845,906+78+1%$2.2M$1.9M-$338.4K2026-10-13
Aries Wealth Management
UNCHANGED5,9845,98400%$2.2M$1.9M-$367.7K2026-10-23
Forum Financial Management, LP
DECREASED5,9477,084-1,137-16%$2.6M$1.9M-$790.3K2026-10-16
Kepler Cheuvreux (Suisse) SA
INCREASED5,9225,612+310+6%$2.1M$1.8M-$248.0K2026-10-20
Stableford Capital II LLC
INCREASED5,8764,966+910+18%$1.9M$1.8M-$20.9K2026-10-09
National Wealth Management Group, LLC
DECREASED5,8745,925-51-1%$2.2M$1.8M-$379.9K2026-10-26
Private Trust Co NA
INCREASED5,8725,534+338+6%$2.1M$1.8M-$234.4K2026-10-20
Form Wealth Advisors, LLC
INCREASED5,8335,832+1+0%$2.2M$1.8M-$358.0K2026-10-13
Columbia Asset Management
DECREASED5,8286,153-325-5%$2.3M$1.8M-$479.6K2026-10-19
Certified Advisory Corp
DECREASED5,8175,893-76-1%$2.2M$1.8M-$385.9K2026-10-29
Curated Wealth Partners LLC
INCREASED5,8162,227+3,589+161%$832.3K$1.8M+$984.0K2026-10-15
Curbstone Financial Management Corp
DECREASED5,8125,962-150-3%$2.2M$1.8M-$413.1K2026-10-21
Wilkins Investment Counsel Inc
UNCHANGED5,8125,81200%$2.2M$1.8M-$357.1K2026-11-03
Traphagen Investment Advisors LLC
INCREASED5,8085,727+81+1%$2.1M$1.8M-$326.8K2026-10-14
Kathmere Capital Management, LLC
INCREASED5,8054,877+928+19%$1.8M$1.8M-$10.0K2026-10-20
Gibbs Wealth Management
INCREASED5,7923,885+1,907+49%$1.5M$1.8M+$356.8K2026-10-22
Lantz Financial LLC
DECREASED5,7815,808-270%$2.2M$1.8M-$365.3K2026-10-15
MBL Wealth, LLC
INCREASED5,7464,811+935+19%$1.8M$1.8M-$3.5K2026-10-22
Old Port Advisors
DECREASED5,6845,688-40%$2.1M$1.8M-$350.7K2026-10-23
Resonant Capital Advisors, LLC
INCREASED5,6795,677+2+0%$2.1M$1.8M-$348.2K2026-10-15
Summit Global Investments
INCREASED5,6452,902+2,743+95%$1.1M$1.8M+$679.0K2026-10-28
Andrew Hill Investment Advisors, Inc.
DECREASED5,59717,642-12,045-68%$6.6M$1.7M-$4.8M2026-10-22
AGF Management LTD
DECREASED5,57210,467-4,895-47%$3.9M$1.7M-$2.2M2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED5,5615,404+157+3%$2.0M$1.7M-$283.3K2026-10-13
Northside Capital Management, LLC
INCREASED5,5565,408+148+3%$2.0M$1.7M-$286.0K2026-10-13
Cyr Financial Inc.
INCREASED5,5285,175+353+7%$1.9M$1.7M-$207.7K2026-10-16
Pekin Hardy Strauss, Inc.
DECREASED5,5106,235-725-12%$2.3M$1.7M-$609.5K2026-11-02
Herold Advisors, Inc.
INCREASED5,5025,158+344+7%$1.9M$1.7M-$206.9K2026-10-19
Cullinan Associates Inc
INCREASED5,4625,176+286+6%$1.9M$1.7M-$228.7K2026-11-03
Wiregrass Investment Management LLC
INCREASED5,4461,799+3,647+203%$672.4K$1.7M+$1.0M2026-11-05
Harbor Investment Advisory, LLC
INCREASED5,4244,878+546+11%$1.8M$1.7M-$129.2K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED5,4235,704-281-5%$2.1M$1.7M-$438.2K2026-10-05
Accredited Investors Inc.
DECREASED5,4055,630-225-4%$2.1M$1.7M-$416.1K2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED5,3995,39900%$2.0M$1.7M-$331.7K2026-11-02
AA Financial Advisors, LLC
DECREASED5,3835,483-100-2%$2.0M$1.7M-$368.1K2026-10-19
Washington Trust Advisors, Inc.
DECREASED5,3585,601-243-4%$2.1M$1.7M-$420.0K2026-10-22
Portside Wealth Group, LLC
INCREASED5,3334,932+401+8%$1.8M$1.7M-$177.7K2026-10-20
Bath Savings Trust Co
DECREASED5,3225,348-260%$2.0M$1.7M-$336.7K2026-10-07
Cooper Financial Group
INCREASED5,2945,189+105+2%$1.9M$1.7M-$286.0K2026-10-07
Capital Investment Advisory Services, LLC
DECREASED5,2885,323-35-1%$2.0M$1.7M-$337.4K2026-10-30
Silverlake Wealth Management LLC
INCREASED5,2505,242+8+0%$2.0M$1.6M-$319.8K2026-10-21
Dudley Capital Management, LLC
DECREASED5,2455,685-440-8%$2.1M$1.6M-$486.7K2026-10-23
Ascentis Independent Advisors
INCREASED5,18970+5,119+7313%$26.2K$1.6M+$1.6M2026-11-03
Annex Advisory Services, LLC
DECREASED5,1845,373-189-4%$2.0M$1.6M-$389.2K2026-10-16
Facet Wealth, Inc.
INCREASED5,1634,156+1,007+24%$1.6M$1.6M+$59.2K2026-11-04
Inscription Capital, LLC
DECREASED5,1426,389-1,247-20%$2.4M$1.6M-$781.7K2026-11-02
South Shore Capital Advisors
NEW5,139—+5,139——$220.1K—2026-10-20
McAdam, LLC
INCREASED5,0974,837+260+5%$1.8M$1.6M-$215.8K2026-10-21
Moneco Advisors, LLC
INCREASED5,0915,045+46+1%$1.9M$1.6M-$295.3K2026-11-05
Cassaday & Co Wealth Management LLC
INCREASED5,0835,030+53+1%$1.9M$1.6M-$292.5K2026-10-27
Founders Financial Securities LLC
INCREASED5,0814,901+180+4%$1.8M$1.6M-$244.9K2026-10-28
Formidable Asset Management, LLC
DECREASED5,0655,243-178-3%$1.5M$1.9M+$405.2K2026-11-03
First National Trust Co
INCREASED5,0534,095+958+23%$1.5M$1.6M+$47.6K2026-10-28
Towne Trust Company, N.a
DECREASED5,0505,470-420-8%$2.0M$1.6M-$467.2K2026-10-28
Focused Alpha, LLC
INCREASED5,0473,831+1,216+32%$1.4M$1.6M+$144.1K2026-10-20
Benin Management Corp
DECREASED5,0465,263-217-4%$2.0M$1.6M-$391.1K2026-10-22
Formuepleje A/S
DECREASED5,0257,703-2,678-35%$2.9M$1.6M-$1.3M2026-10-15
Mitsubishi UFJ Asset Management (UK) Ltd.
NEW5,000—+5,000——$1.6M—2026-10-22
Washburn Capital Management, Inc.
DECREASED4,9645,019-55-1%$1.9M$1.6M-$325.5K2026-10-19
Trust Point Inc.
INCREASED4,9094,372+537+12%$1.6M$1.5M-$100.9K2026-10-27
Avity Investment Management Inc.
INCREASED4,9034,341+562+13%$1.6M$1.5M-$91.2K2026-10-09
First Horizon Corp
INCREASED4,8744,133+741+18%$1.5M$1.5M-$22.5K2026-10-26
Trust Co of Toledo NA
INCREASED4,8444,722+122+3%$1.8M$1.5M-$252.0K2026-10-16
Armstrong, Fleming & Moore, Inc
UNCHANGED4,8414,84100%$1.8M$1.5M-$297.3K2026-10-28
Vista Investment Partners LLC
INCREASED4,8224,820+2+0%$1.8M$1.5M-$295.5K2026-10-08
Hilton Head Capital Partners, LLC
DECREASED4,8115,151-340-7%$1.9M$1.5M-$422.3K2026-10-23
Xcel Wealth Management, LLC
DECREASED4,8114,836-25-1%$1.8M$1.5M-$304.9K2026-10-26
Meadowbrook Wealth Management, LLC
DECREASED4,7956,250-1,455-23%$2.3M$1.5M-$838.4K2026-10-08
HCR Wealth Advisors
INCREASED4,7893,361+1,428+42%$1.3M$1.5M+$239.3K2026-10-15
Integrated Advisors Network LLC
DECREASED4,7614,910-149-3%$1.8M$1.5M-$348.1K2026-10-20
Acorn Financial Advisory Services Inc
INCREASED4,7304,673+57+1%$1.7M$1.5M-$269.3K2026-11-02
Hengehold Capital Management LLC
DECREASED4,7124,918-206-4%$1.8M$1.5M-$366.5K2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED4,7074,559+148+3%$1.7M$1.5M-$233.9K2026-10-16
Jacobi Capital Management LLC
INCREASED4,6694,631+38+1%$1.7M$1.5M-$272.9K2026-11-05
Elyxium Wealth, LLC
INCREASED4,6494,631+18+0%$1.7M$1.5M-$278.9K2026-10-27
China Universal Asset Management Co., Ltd.
INCREASED4,6414,084+557+14%$1.5M$1.5M-$51.0K2026-10-28
Merrion Investment Management Co, LLC
DECREASED4,6154,675-60-1%$1.7M$1.4M-$306.0K2026-10-16
Wealth Science Advisors LLC
DECREASED4,5985,661-1,063-19%$2.1M$1.4M-$679.8K2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED4,5864,102+484+12%$1.5M$1.4M-$100.9K2026-10-29
Allegheny Financial Group
DECREASED4,5804,587-70%$1.7M$1.4M-$284.1K2026-11-05
Claro Advisors Inc.
INCREASED4,5783,988+590+15%$1.5M$1.4M-$61.1K2026-11-02
Montag A & Associates Inc
INCREASED4,5122,913+1,599+55%$1.1M$1.4M+$320.3K2026-10-29
Beacon Bank & Trust
DECREASED4,5054,510-50%$1.7M$1.4M-$278.7K2026-10-27
Global Financial Private Client, LLC
INCREASED4,5023,918+584+15%$1.5M$1.4M-$58.3K2026-10-15
Triad Wealth Partners, LLC
INCREASED4,4824,242+240+6%$1.6M$1.4M-$165.3K2026-10-26
Childress Capital Advisors, LLC
INCREASED4,4784,179+299+7%$1.6M$1.4M-$163.3K2026-10-28
DLK Investment Management, LLC
DECREASED4,4675,981-1,514-25%$950.8K$1.4M+$444.2K2026-10-09
Cullen Investment Group, Ltd.
INCREASED4,4554,446+9+0%$1.7M$1.4M-$286.7K2026-10-13
Weaver Consulting Group
INCREASED4,3964,373+23+1%$1.6M$1.4M-$261.5K2026-10-07
Ameliora Wealth Management Ltd.
UNCHANGED4,3814,38100%$1.6M$1.4M-$269.2K2026-10-23
Key FInancial Inc
DECREASED4,3454,353-80%$1.6M$1.4M-$269.9K2026-11-02
First Bancorp, Inc
DECREASED4,3264,404-78-2%$1.6M$1.4M-$294.9K2026-10-26
Fortem Financial Group, LLC
INCREASED4,3004,250+50+1%$1.6M$1.3M-$245.5K2026-10-20
Genesee Capital Advisors, LLC
DECREASED4,2884,416-128-3%$1.7M$1.3M-$311.2K2026-10-20
TCI Wealth Advisors, Inc.
INCREASED4,2524,112+140+3%$1.5M$1.3M-$208.9K2026-10-30
Moss Adams Wealth Advisors LLC
DECREASED4,2394,944-705-14%$1.8M$1.3M-$523.9K2026-10-28
Evermay Wealth Management LLC
DECREASED4,2314,277-46-1%$1.6M$1.3M-$277.1K2026-11-05
Barings LLC
INCREASED4,2304,025+205+5%$1.5M$1.3M-$183.3K2026-10-22
Landmark Wealth Management, LLC
UNCHANGED4,2214,22100%$1.6M$1.3M-$259.3K2026-11-03
Crew Capital Management, Ltd
INCREASED4,2023,701+501+14%$1.4M$1.3M-$70.9K2026-10-28
Paragon Private Wealth Management, LLC
DECREASED4,2005,091-891-17%$1.9M$1.3M-$591.5K2026-10-20
Commonwealth Retirement Investments LLC
INCREASED4,1963,917+279+7%$1.5M$1.3M-$153.5K2026-10-26
Bison Wealth, LLC
INCREASED4,1863,238+948+29%$1.2M$1.3M+$65.6K2026-10-13
Alhambra Investment Management LLC
DECREASED4,1844,220-36-1%$1.6M$1.3M-$270.5K2026-10-15
Hillcrest Wealth Advisors - NY, LLC
INCREASED4,1774,171+6+0%$1.6M$1.3M-$254.4K2026-10-22
Investment Partners, Ltd.
INCREASED4,1461,724+2,422+140%$644.4K$1.3M+$650.5K2026-10-29
Regent Peak Wealth Advisors LLC
INCREASED4,1364,064+72+2%$1.5M$1.3M-$227.1K2026-10-13
Johnson & White Wealth Management, LLC
UNCHANGED4,1364,13600%$1.5M$1.3M-$254.1K2026-11-03
Allen Investment Management, LLC
UNCHANGED4,1214,12100%$1.5M$1.3M-$253.2K2026-11-03
Nixon Peabody Trust Co
INCREASED4,1183,101+1,017+33%$1.2M$1.3M+$127.1K2026-10-23
Miramontes Capital, LLC
INCREASED4,1093,634+475+13%$1.4M$1.3M-$74.9K2026-10-19
Realta Investment Advisors
INCREASED4,1094,001+108+3%$1.5M$1.3M-$212.1K2026-10-14
Dutch Asset Corp
INCREASED4,1043,188+916+29%$1.2M$1.3M+$90.2K2026-10-20
3Chopt Investment Partners, LLC
INCREASED4,0973,723+374+10%$1.4M$1.3M-$111.9K2026-10-30
Grant Private Wealth Management Inc
NEW4,075—+4,075——$1.3M—2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED4,0244,009+15+0%$1.1M$809.4K-$303.9K2026-11-04
JB Capital LLC
INCREASED4,0203,621+399+11%$1.4M$1.3M-$98.2K2026-10-19
Aspiriant, LLC
INCREASED4,0083,856+152+4%$1.4M$1.3M-$189.6K2026-10-16
First National Bank Sioux Falls
INCREASED4,0051,663+2,342+141%$496.1K$1.3M+$754.7K2026-10-13
Revisor Wealth Management LLC
INCREASED3,9973,935+62+2%$1.5M$1.3M-$214.7K2026-10-20
AGP Franklin, LLC
DECREASED3,9844,034-50-1%$1.5M$1.2M-$263.7K2026-11-04
Carnegie Investment Counsel
INCREASED3,9753,631+344+9%$1.4M$1.2M-$115.9K2026-10-20
Walker Asset Management, LLC
INCREASED3,9703,969+1+0%$1.5M$1.2M-$243.4K2026-10-13
Buttonwood Financial Advisors Inc.
DECREASED3,9644,064-100-2%$1.5M$1.2M-$280.8K2026-10-13
Mirador Capital Partners LP
INCREASED3,9623,956+6+0%$1.5M$1.2M-$241.3K2026-10-09
Nicholas Hoffman & Company, Llc.
DECREASED3,9594,116-157-4%$1.5M$1.2M-$302.0K2026-10-30
Aspen Investment Management Inc
DECREASED3,9594,086-127-3%$1.5K$1.2M+$1.2M2026-11-05
HBW Advisory Services LLC
DECREASED3,9564,027-71-2%$1.5M$1.2M-$269.5K2026-10-15
Kingdom Financial Group Llc.
INCREASED3,9513,532+419+12%$1.3M$1.2M-$86.1K2026-11-04
Chung Wu Investment Group, LLC
UNCHANGED3,9503,95000%$1.5M$1.2M-$242.7K2026-11-03
Brandywine OAK Private Wealth LLC
INCREASED3,9453,941+4+0%$1.5M$1.2M-$240.9K2026-10-23
Sheets Smith Wealth Management
UNCHANGED3,9373,93700%$1.5M$1.2M-$241.9K2026-10-16
Boit C F David
UNCHANGED3,9363,93600%$1.5M$1.2M-$241.8K2026-10-29
North Star Investment Management Corp.
DECREASED3,9254,001-76-2%$1.5M$1.2M-$269.6K2026-10-27
Waters Parkerson & Co., LLC
INCREASED3,9103,909+1+0%$1.5M$1.2M-$239.8K2026-11-04
Armstrong Advisory Group, Inc
INCREASED3,9043,886+18+0%$1.5M$1.2M-$233.3K2026-10-09
Tompkins Financial Corp
DECREASED3,9033,983-80-2%$1.5M$1.2M-$269.7K2026-10-05
Interchange Capital Partners, LLC
DECREASED3,9004,001-101-3%$1.5M$1.2M-$274.8K2026-10-28
Bingham Private Wealth, LLC
DECREASED3,8924,006-114-3%$1.5M$1.2M-$281.6K2026-11-05
Worth Asset Management, LLC
INCREASED3,8622,407+1,455+60%$899.4K$1.2M+$306.5K2026-10-07
Kelleher Financial Advisors
DECREASED3,8584,416-558-13%$1.7M$1.2M-$445.5K2026-10-30
Canopy Partners, LLC
INCREASED3,8403,583+257+7%$1.3M$1.2M-$139.9K2026-10-28
Magnus Financial Group LLC
INCREASED3,8403,743+97+3%$1.4M$1.2M-$199.7K2026-10-21
Orser Capital Management, LLC
DECREASED3,8243,844-20-1%$1.4M$1.2M-$242.4K2026-10-13
Exchange Bank
UNCHANGED3,8193,81900%$1.4M$1.2M-$234.6K2026-10-07
Associated Banc-Corp
DECREASED3,8113,936-125-3%$1.5M$1.2M-$280.9K2026-10-30
Symmetry Partners, LLC
INCREASED3,7943,702+92+2%$1.4M$1.2M-$198.4K2026-10-27
Presilium Private Wealth, LLC
INCREASED3,7873,160+627+20%$1.2M$1.2M+$1.6K2026-10-26
Bailard, Inc.
INCREASED3,7843,631+153+4%$1.4M$1.2M-$175.3K2026-10-13
LexAurum Advisors, LLC
INCREASED3,7813,768+13+0%$1.4M$1.2M-$227.5K2026-10-19
Signal Advisors Wealth, LLC
INCREASED3,7711,672+2,099+126%$624.9K$1.2M+$552.9K2026-10-13
Provenance Wealth Advisors, LLC
INCREASED3,769893+2,876+322%$333.7K$1.2M+$843.4K2026-10-30
Monte Financial Group, LLC
DECREASED3,7663,827-61-2%$1.4M$1.2M-$201.9K2026-11-02
Enterprise Financial Services Corp
INCREASED3,7583,757+1+0%$1.4M$1.2M-$230.5K2026-11-03
Acorn Wealth Advisors, LLC
INCREASED3,7533,564+189+5%$1.3M$1.2M-$159.9K2026-10-19
Clearwave Capital, LLC
INCREASED3,7443,506+238+7%$1.3M$1.2M-$141.2K2026-10-27
Lmcg Investments, LLC
UNCHANGED3,7413,74100%$1.4M$1.2M-$229.8K2026-10-21
Stonehearth Capital Management, LLC
INCREASED3,7252,839+886+31%$1.1M$1.2M+$102.2K2026-10-13
Howard Financial Services, Ltd.
INCREASED3,7143,409+305+9%$1.3M$1.2M-$114.2K2026-10-15
Taylor Financial Group, Inc.
DECREASED3,7094,187-478-11%$1.6M$1.2M-$406.5K2026-11-02
Yoffe Investment Management, LLC
UNCHANGED3,6853,68500%$1.4M$1.2M-$226.4K2026-11-02
Ervin Investment Management, LLC
INCREASED3,6843,669+15+0%$1.4M$1.2M-$220.7K2026-10-23
Whalen Wealth Management Inc.
INCREASED3,6803,410+270+8%$1.3M$1.1M-$125.4K2026-10-08
Moller Wealth Partners
DECREASED3,6723,793-121-3%$1.4M$1.1M-$270.8K2026-10-15
Orange Investment Advisors, Inc.
INCREASED3,6663,640+26+1%$1.4M$1.1M-$215.5K2026-10-23
Boston Trust Walden Corp
DECREASED3,6604,089-429-10%$1.5M$1.1M-$385.2K2026-10-30
Capital Asset Advisory Services LLC
DECREASED3,6443,824-180-5%$1.4M$1.1M-$359.7K2026-10-30
Appleton Partners Inc
DECREASED3,6443,654-100%$1.4M$1.1M-$228.0K2026-10-30
Allegiance Financial Group Advisory Services LLC
DECREASED3,6164,160-544-13%$1.6M$1.1M-$425.5K2026-11-02
Purus Wealth Management, LLC
DECREASED3,6153,780-165-4%$1.4M$1.1M-$283.9K2026-10-15
Capital Investment Counsel, Inc
INCREASED3,6143,613+1+0%$1.4M$1.1M-$221.8K2026-10-20
Oslo Pensjonsforsikring AS
UNCHANGED3,6033,60300%$1.3M$1.1M-$221.4K2026-10-15
PKS Advisory Services, LLC
UNCHANGED3,5953,59500%$1.3M$1.3M$02026-10-26
M.E. Allison & Co., Inc.
UNCHANGED3,5793,57900%$1.3M$1.1M-$219.8K2026-10-09
Verum Partners LLC
INCREASED3,5733,528+45+1%$1.3M$1.1M-$202.7K2026-10-21
Arsenal Capital Advisors LLC
INCREASED3,5703,519+51+1%$1.3M$1.1M-$200.1K2026-11-02
Grove Bank & Trust
UNCHANGED3,5693,56900%$1.3M$1.1M-$219.3K2026-10-08
United Advisor Group, LLC
INCREASED3,5533,338+215+6%$1.2M$1.1M-$138.2K2026-11-03
XXI Wealth, LLC
INCREASED3,5391,705+1,834+108%$637.2K$1.1M+$468.0K2026-10-22
Thompson Siegel & Walmsley LLC
UNCHANGED3,5193,51900%$1.3M$1.1M-$216.0K2026-11-05
Vigilare Wealth Management
INCREASED3,5133,379+134+4%$1.3M$1.1M-$165.8K2026-10-29
Van Cleef Asset Management,Inc
UNCHANGED3,5073,50700%$1.3M$1.1M-$215.5K2026-10-20
Wealth Effects LLC
INCREASED3,5053,498+7+0%$1.3M$1.1M-$213.0K2026-10-23
Wolff Wiese Magana LLC
INCREASED3,5043,465+39+1%$1.3M$1.1M-$200.6K2026-10-15
Searle & Co.
UNCHANGED3,4953,49500%$1.3M$1.1M-$214.8K2026-11-04
Plan A Wealth LLC
DECREASED3,4683,541-73-2%$1.3M$1.1M-$240.4K2026-10-08
Pinion Investment Advisors, LLC
INCREASED3,4493,258+191+6%$1.2M$1.1M-$140.5K2026-11-04
Legacy Advisors, LLC
DECREASED3,4463,862-416-11%$1.4M$1.1M-$367.2K2026-10-19
Thompson Davis & Co., Inc.
UNCHANGED3,4443,44400%$1.3M$1.1M-$211.6K2026-11-05
Essex Bank
DECREASED3,4383,542-104-3%$1.3M$1.1M-$250.1K2026-10-16
Excalibur Management Corp
INCREASED3,4243,422+2+0%$1.3M$1.1M-$209.6K2026-11-02
Fiduciary Alliance LLC
DECREASED3,4183,716-298-8%$1.4M$1.1M-$321.3K2026-10-13
Quintet Private Bank (Europe) S.A.
DECREASED3,4174,963-1,546-31%$1.9M$1.1M-$787.7K2026-10-08
Golden Reserve Retirement LLC
INCREASED3,4122,935+477+16%$1.1M$1.1M-$31.2K2026-11-02
Root Financial Partners, LLC
INCREASED3,4033,033+370+12%$1.1M$1.1M-$70.8K2026-10-21
Sound Income Strategies, LLC
INCREASED3,4012,778+623+22%$1.0M$1.0M+$1.2K2026-10-09
Simon Quick Advisors, LLC
INCREASED3,3912,447+944+39%$914.5K$1.1M+$144.4K2026-10-26
First Interstate Bank
UNCHANGED3,3843,38400%$1.3M$1.1M-$207.9K2026-10-23
Axiom Investment Management LLC
DECREASED3,3593,668-309-8%$1.4M$1.0M-$321.7K2026-11-03
Independent Investors Inc
UNCHANGED3,3423,34200%$1.2M$1.0M-$205.3K2026-10-30
First Premier Bank
DECREASED3,3283,418-90-3%$1.3K$1.0M+$1.0M2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED3,3223,498-176-5%$1.3M$1.0M-$269.8K2026-10-26
First Bank & Trust
DECREASED3,3203,369-49-1%$1.3M$1.0M-$222.3K2026-10-19
Bell & Brown Wealth Advisors, LLC
DECREASED3,3183,567-249-7%$1.3M$1.0M-$296.9K2026-10-16
Revolve Wealth Partners, LLC
INCREASED3,3143,270+44+1%$1.2M$1.0M-$187.2K2026-10-23
Greatmark Investment Partners, Inc.
INCREASED3,3133,172+141+4%$1.2M$1.0M-$150.9K2026-10-28
Davis Investment Partners, LLC
DECREASED3,3124,649-1,337-29%$1.7M$1.0M-$703.4K2026-11-05
Community Financial Services Group, LLC
INCREASED3,3053,302+3+0%$1.2M$1.0M-$205.6K2026-10-15
Fiduciary Family Office, LLC
INCREASED3,3021,633+1,669+102%$610.3K$1.0M+$420.9K2026-11-04
Great Lakes Retirement, Inc.
DECREASED3,3013,575-274-8%$1.3M$1.0M-$305.1K2026-10-26
Ashton Thomas Securities, LLC
NEW3,299—+3,299——$1.0M—2026-10-26
Intelligence Driven Advisers, LLC
DECREASED3,2923,529-237-7%$1.3M$1.0M-$290.6K2026-10-09
Baker Tilly Wealth Management, LLC
INCREASED3,2793,211+68+2%$1.2M$1.0M-$176.2K2026-10-05
State of Wyoming
INCREASED3,278931+2,347+252%$347.9K$1.0M+$675.7K2026-10-28
Kestra Investment Management, LLC
INCREASED3,276865+2,411+279%$323.2K$1.0M+$699.9K2026-11-04
DSG Capital Advisors, LLC
UNCHANGED3,2733,27300%$1.2M$1.0M-$135.6K2026-11-05
Howard Capital Management Group, LLC
UNCHANGED3,2733,27300%$1.2M$1.0M-$201.1K2026-10-16
Smith Group Asset Management, LLC
DECREASED3,2623,448-186-5%$1.3M$1.0M-$269.9K2026-10-27
Cravens & Co Advisors, LLC
INCREASED3,2543,121+133+4%$1.2M$1.0M-$150.2K2026-10-16
NWF Advisory Services Inc.
DECREASED3,2523,311-59-2%$1.2M$1.0M-$221.9K2026-10-19
Heritage Wealth Management, Inc.
DECREASED3,2463,537-291-8%$1.3M$1.0M-$308.2K2026-10-28
Citizens National Bank Trust Department
UNCHANGED3,2433,24300%$1.2M$1.0M-$199.2K2026-11-04
Alpine Bank Wealth Management
DECREASED3,2393,277-38-1%$1.2M$1.0M-$213.2K2026-10-16
Beacon Financial Advisory LLC
INCREASED3,2353,055+180+6%$1.1M$1.0M-$131.6K2026-10-16
Argus Investors' Counsel, Inc.
INCREASED3,2163,067+149+5%$1.1M$1.0M-$141.9K2026-10-09
SmartHarvest Portfolios, LLC
DECREASED3,2144,414-1,200-27%$1.6M$1.0M-$645.7K2026-10-26
Altfest L J & Co Inc
DECREASED3,2093,228-19-1%$1.2M$1.0M-$204.2K2026-10-27
New Covenant Trust Company, N.A.
DECREASED3,2053,288-83-3%$1.2M$1.0M-$227.9K2026-10-08
Income Insurance Ltd
UNCHANGED3,2043,20400%$1.2M$1.0M-$196.9K2026-10-21
1900 Wealth Management LLC
INCREASED3,2012,598+603+23%$971.0K$999.6K+$28.7K2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED3,1993,189+10+0%$1.2M$998.9K-$193.0K2026-10-20
Waldron Private Wealth LLC
DECREASED3,1953,319-124-4%$1.2M$997.8K-$242.6K2026-11-02
Prentice Wealth Management LLC
DECREASED3,1953,285-90-3%$1.2M$997.8K-$229.9K2026-10-20
Old Mission Investment Co LLC
DECREASED3,1813,375-194-6%$1.3M$993.4K-$267.9K2026-10-22
Tritonpoint Wealth, LLC
INCREASED3,1743,119+55+2%$1.2M$991.3K-$174.5K2026-10-19
LEE Danner & Bass Inc
UNCHANGED3,1693,16900%$1.2M$989.7K-$194.7K2026-10-27
Lynch & Associates
UNCHANGED3,1683,16800%$1.2M$989.3K-$194.6K2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED3,1643,189-25-1%$1.2M$988.1K-$203.7K2026-10-13
OAK Ridge Investments LLC
INCREASED3,1533,096+57+2%$1.2M$984.7K-$172.4K2026-10-30
Private Management Group Inc
DECREASED3,1483,158-100%$1.2M$983.1K-$197.2K2026-11-04
First Heartland Consultants, Inc.
DECREASED3,1463,324-178-5%$1.2M$982.6K-$259.5K2026-10-08
West Wealth Group, LLC
INCREASED3,141973+2,168+223%$363.9K$283.8K-$80.2K2026-10-14
Arrow Financial Corp
UNCHANGED3,1393,13900%$1.2M$980.3K-$192.9K2026-10-26
LVW Advisors, LLC
DECREASED3,1283,311-183-6%$1.2M$976.8K-$260.6K2026-10-19
Bensler, LLC
DECREASED3,1223,149-27-1%$1.2M$975.1K-$201.9K2026-11-05
MMA Asset Management LLC
UNCHANGED3,1203,12000%$1.2M$974.3K-$191.7K2026-11-02
Gables Capital Management Inc.
DECREASED3,1193,144-25-1%$1.2M$974.0K-$201.0K2026-11-04
Aprio Wealth Management, LLC
INCREASED3,1132,987+126+4%$1.1M$972.3K-$144.1K2026-10-28
DeDora Capital, Inc.
INCREASED3,1062,994+112+4%$1.1M$969.8K-$149.0K2026-10-26
Cromwell Holdings LLC
DECREASED3,0993,241-142-4%$1.2M$967.8K-$243.5K2026-10-28
WoodTrust Financial Corp
DECREASED3,0933,116-23-1%$1.2M$966.0K-$199.0K2026-10-09
Aire Advisors, LLC
DECREASED3,0863,178-92-3%$1.2M$963.9K-$224.0K2026-10-22
Glass Wealth Management Co LLC
INCREASED3,0832,448+635+26%$914.9K$962.8K+$47.9K2026-10-28
Harbor Group, Inc.
INCREASED3,0663,062+4+0%$1.1M$957.5K-$186.9K2026-10-14
Ascent Wealth Partners, LLC
INCREASED3,0552,867+188+7%$1.1M$954.0K-$117.4K2026-10-23
Promethium Advisors,llc
UNCHANGED3,0503,05000%$1.1M$952.5K-$187.4K2026-10-19
AdviceOne Advisory Services, LLC
INCREASED3,0433,024+19+1%$1.1M$950.2K-$180.1K2026-10-19
Braeburn Wealth Management LLC
INCREASED3,0312,769+262+9%$1.0M$946.4K-$88.3K2026-10-15
Retirement Planning Co of New England, Inc.
DECREASED3,0223,071-49-2%$1.1M$943.8K-$203.7K2026-10-15
Union Savings Bank
DECREASED3,0003,056-56-2%$1.1M$936.8K-$205.2K2026-10-14
Beaumont Financial Advisors, LLC
INCREASED2,9992,879+120+4%$1.1M$936.6K-$139.3K2026-10-22
First Command Advisory Services, Inc.
INCREASED2,9982,604+394+15%$973.2K$936.2K-$36.9K2026-11-05
Harbour Trust & Investment Management Co
INCREASED2,9971,864+1,133+61%$696.6K$935.9K+$239.3K2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED2,9962,99600%$1.1M$935.5K-$184.0K2026-10-15
Avantra Family Wealth, Inc.
INCREASED2,9952,913+82+3%$1.1M$935.3K-$153.4K2026-10-20
St. Clair Advisors, LLC
UNCHANGED2,9902,99000%$1.1M$933.7K-$183.7K2026-10-13
Abel Hall, LLC
DECREASED2,9803,047-67-2%$1.1M$930.6K-$208.1K2026-10-19
Teza Capital Management LLC
INCREASED2,9772,384+593+25%$891.0K$929.7K+$38.7K2026-10-23
Impact Capital Partners LLC
INCREASED2,9752,942+33+1%$1.1M$929.1K-$170.5K2026-10-22
Welch Group, LLC
INCREASED2,9682,938+30+1%$1.1M$926.7K-$171.4K2026-10-29
Victory Financial Group, LLC
INCREASED2,9632,501+462+18%$934.8K$925.4K-$9.4K2026-10-27
Santori & Peters, Inc.
INCREASED2,9592,952+7+0%$1.1M$924.1K-$179.1K2026-10-26
Security Financial Services, Inc.
DECREASED2,9552,966-110%$1.1M$922.8K-$185.7K2026-10-29
Graves Light Lenhart Wealth, Inc.
DECREASED2,9363,067-131-4%$1.1M$916.9K-$229.3K2026-10-09
Hudock, Inc.
INCREASED2,9332,883+50+2%$1.1M$916.0K-$161.8K2026-10-14
Univest Financial Corp
INCREASED2,9322,637+295+11%$985.5K$915.6K-$69.9K2026-11-05
Trust Co of the South
UNCHANGED2,9302,93000%$1.1M$914.7K-$180.0K2026-10-21
Enclave Advisors LLC
INCREASED2,9151,454+1,461+100%$543.6K$910.4K+$366.8K2026-10-14
Blume Capital Management, Inc.
UNCHANGED2,9132,91300%$1.1M$909.7K-$179.0K2026-10-26
Gratus Wealth Advisors, LLC
DECREASED2,9124,632-1,720-37%$1.7M$909.4K-$821.7K2026-10-26
Investment Partners Asset Management, Inc.
DECREASED2,9072,942-35-1%$1.1M$907.9K-$191.7K2026-10-09
Blue Fin Capital, Inc.
INCREASED2,8892,494+395+16%$932.1K$902.2K-$29.9K2026-10-28
Smith Salley Wealth Management
INCREASED2,8881,808+1,080+60%$675.7K$901.9K+$226.2K2026-11-03
United Asset Strategies, Inc.
DECREASED2,8792,894-15-1%$1.1M$899.0K-$182.5K2026-10-28
Machina Capital S.A.S.
NEW2,874—+2,874——$897.5K—2026-11-05
Monument Capital Management
UNCHANGED2,8732,87300%$1.1M$897.3K-$176.5K2026-10-09
BridgePort Financial Solutions, LLC
INCREASED2,8602,756+104+4%$1.0M$893.1K-$136.8K2026-11-02
KG Capital Management
DECREASED2,8572,913-56-2%$1.1M$892.2K-$196.5K2026-10-15
Schuylkill Financial LLC
INCREASED2,8552,756+99+4%$1.0M$891.6K-$138.6K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED2,8542,350+504+21%$878.2K$891.4K+$13.3K2026-10-14
Register Financial Advisors LLC
INCREASED2,8532,846+7+0%$1.1M$891.1K-$172.6K2026-10-23
Missouri Trust & Investment Co
UNCHANGED2,8402,84000%$1.0M$886.9K-$135.7K2026-11-04
Cape Investment Advisory, Inc.
INCREASED2,8381,786+1,052+59%$667.5K$886.3K+$218.8K2026-10-13
Milestone Asset Management, LLC
INCREASED2,8362,675+161+6%$999.9K$885.9K-$114.0K2026-10-15
Bullock Wealth Management Group
INCREASED2,8292,822+7+0%$1.1M$883.9K-$174.2K2026-10-09
Diversified Enterprises, LLC
INCREASED2,8242,720+104+4%$1.0M$881.9K-$134.6K2026-10-19
Acropolis Investment Management, LLC
DECREASED2,7913,126-335-11%$1.2M$871.6K-$296.5K2026-10-08
Triangle Securities Wealth Management
DECREASED2,7902,870-80-3%$1.1M$871.3K-$201.3K2026-10-14
Home Federal Bank of Tennessee
INCREASED2,7882,764+24+1%$1.0M$870.7K-$162.3K2026-10-15
Bill Few Associates, Inc.
UNCHANGED2,7832,78300%$1.0M$869.3K-$170.9K2026-10-09
Procyon Advisors, LLC
DECREASED2,7732,834-61-2%$1.1M$866.1K-$193.1K2026-10-21
Schear Investment Advisers, LLC
DECREASED2,77117,627-14,856-84%$6.6M$865.4K-$5.7M2026-10-14
Tempo Wealth, LLC
INCREASED2,7712,709+62+2%$1.0M$865.4K-$147.0K2026-10-14
Independence Bank of Kentucky
INCREASED2,7652,704+61+2%$1.0M$863.5K-$147.1K2026-10-26
TBH Global Asset Management, LLC
DECREASED2,7592,882-123-4%$1.1M$861.7K-$215.5K2026-11-03
Mitchell Sinkler & Starr
UNCHANGED2,7552,75500%$1.0M$860.4K-$169.3K2026-10-13
Madden Securities Corp
DECREASED2,7452,760-15-1%$1.0M$857.2K-$174.3K2026-10-27
SeaCrest Wealth Management, LLC
DECREASED2,7212,747-26-1%$1.0M$849.8K-$176.8K2026-10-21
Newman Dignan & Sheerar, Inc.
DECREASED2,7093,197-488-15%$1.2M$846.1K-$348.8K2026-10-21
Iams Wealth Management, LLC
INCREASED2,7052,535+170+7%$947.4K$844.8K-$102.7K2026-10-15
Nilsine Partners, LLC
DECREASED2,6992,763-64-2%$1.0M$842.9K-$189.7K2026-11-02
Foster Victor Wealth Advisors, LLC
UNCHANGED2,6992,69900%$954.6K$840.3K-$114.3K2026-10-21
Traynor Capital Management, Inc.
INCREASED2,6932,355+338+14%$880.3K$841.1K-$39.2K2026-10-29
Core Wealth Partners LLC
INCREASED2,6912,178+513+24%$813.8K$840.3K+$26.4K2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED2,6912,725-34-1%$1.0M$840.5K-$177.8K2026-10-16
Grove Street Fiduciary, LLC
INCREASED2,6872,686+1+0%$1.0M$839.0K-$165.0K2026-10-13
Northeast Investment Management
DECREASED2,6642,743-79-3%$1.0M$831.9K-$193.2K2026-10-30
Platform Technology Partners
DECREASED2,6472,917-270-9%$1.1M$826.5K-$263.8K2026-11-02
BankChampaign, National Association
DECREASED2,6443,043-399-13%$1.1M$825.7K-$311.6K2026-10-19
Berman McAleer LLC
DECREASED2,6412,686-45-2%$1.0M$824.6K-$179.1K2026-10-16
Accuvest Global Advisors
DECREASED2,6388,362-5,724-68%$3.1M$824.0K-$2.3M2026-11-04
StoryOne LLC
INCREASED2,6301,310+1,320+101%$489.6K$821.3K+$331.7K2026-10-13
BOS Asset Management, LLC
DECREASED2,6292,833-204-7%$1.1M$820.9K-$238.1K2026-10-09
Foster Group, Inc.
INCREASED2,6232,572+51+2%$961.2K$819.2K-$142.0K2026-10-13
Sculati Wealth Management, LLC
DECREASED2,6102,655-45-2%$926.2K$805.6K-$120.6K2026-10-19
BG Investment Services, LLC
NEW2,608—+2,608——$814.5K—2026-10-23
Abacus Planning Group, Inc.
INCREASED2,5742,400+174+7%$896.9K$803.8K-$93.1K2026-11-02
Davidson Trust Co
DECREASED2,5712,659-88-3%$993.7K$802.9K-$190.9K2026-10-09
Ledyard National Bank
DECREASED2,5712,603-32-1%$972.8K$802.9K-$169.9K2026-10-21
Bangor Savings Bank
DECREASED2,5682,795-227-8%$1.0M$802.0K-$242.6K2026-10-06
Spectrum Asset Management, Inc. (NB )
DECREASED2,5642,577-130%$963.1K$800.7K-$162.4K2026-10-19
Total Wealth Planning & Management, Inc.
DECREASED2,5483,690-1,142-31%$1.4M$795.8K-$583.3K2026-10-23
Telos Capital Management, Inc.
DECREASED2,5412,621-80-3%$979.4K$793.4K-$186.0K2026-11-02
Vann Equity Management LLC
NEW2,539—+2,539——$792.9K—2026-10-08
Curran Financial Partners, LLC
INCREASED2,5262,436+90+4%$910.6K$788.7K-$121.8K2026-11-04
Kaizen Financial Strategies
INCREASED2,5252,523+2+0%$945.8K$788.7K-$157.2K2026-10-09
Lauterbach Financial Advisors, LLC
INCREASED2,5192,518+1+0%$940.9K$786.5K-$154.4K2026-10-21
Riversedge Advisors, LLC
INCREASED2,5182,357+161+7%$880.9K$786.4K-$94.5K2026-10-09
Mechanics Bank Trust Department
INCREASED2,5072,498+9+0%$933.6K$782.9K-$150.7K2026-10-13
Strategic Advisors LLC
INCREASED2,5072,504+3+0%$935.9K$782.8K-$153.0K2026-10-13
CRA Financial Services, LLC
INCREASED2,5052,459+46+2%$918.8K$782.4K-$136.5K2026-10-16
MPS Loria Financial Planners, LLC
INCREASED2,4842,468+16+1%$922.5K$775.9K-$146.6K2026-10-14
Bonness Enterprises Inc
UNCHANGED2,4842,48400%$928.3K$775.7K-$152.6K2026-10-08
Midland Wealth Advisors, LLC
INCREASED2,4812,469+12+0%$922.7K$774.8K-$147.9K2026-10-26
Continuum Wealth Advisors, LLC
DECREASED2,4792,979-500-17%$1.1M$774.2K-$339.2K2026-10-20
Forza Wealth Management, LLC
INCREASED2,4782,395+83+3%$895.1K$773.9K-$121.2K2026-10-20
One Day In July LLC
DECREASED2,4692,499-30-1%$934.0K$771.1K-$162.9K2026-10-30
Wingate Wealth Advisors, Inc.
INCREASED2,4662,298+168+7%$859.0K$770.2K-$88.7K2026-10-26
Seelaus Asset Management LLC
DECREASED2,4593,129-670-21%$1.2M$767.9K-$401.5K2026-10-14
SeaBridge Investment Advisors LLC
INCREASED2,4522,317+135+6%$865.9K$765.7K-$100.2K2026-11-02
WealthPLAN Partners, LLC
INCREASED2,4492,188+261+12%$817.9K$764.9K-$53.0K2026-10-15
Tufton Capital Management
DECREASED2,4492,450-10%$915.0K$765.0K-$150.0K2026-10-20
Rossmore Private Capital
UNCHANGED2,4482,44800%$915.0K$764.6K-$150.4K2026-10-27
Advisortrust Partners, LLC
INCREASED2,4471,910+537+28%$713.8K$764.2K+$50.4K2026-11-02
Farmers & Merchants Trust Co of Long Beach
INCREASED2,4452,262+183+8%$845.4K$763.5K-$81.8K2026-10-22
NBH Bank
DECREASED2,4342,457-23-1%$918.3K$760.1K-$158.1K2026-11-05
Diligent Investors, LLC
DECREASED2,4332,633-200-8%$984.1K$759.7K-$224.4K2026-10-21
55 North Private Wealth, LLC
INCREASED2,4252,375+50+2%$887.6K$757.3K-$130.3K2026-10-20
Perryman Financial Advisory Inc
DECREASED2,3982,404-60%$898.4K$748.9K-$149.5K2026-10-16
Prentiss Smith & Co Inc
UNCHANGED2,3982,39800%$896.2K$748.9K-$147.3K2026-10-27
Burney Co/
DECREASED2,3973,297-900-27%$1.2M$748.7K-$483.7K2026-10-15
True Link Financial Advisors, LLC
DECREASED2,3952,420-25-1%$904.4K$747.9K-$156.5K2026-10-27
Cahaba Wealth Management, Inc.
INCREASED2,3882,386+2+0%$891.9K$745.7K-$146.2K2026-10-26
Northbridge Financial Group, LLC
INCREASED2,3872,239+148+7%$836.8K$738.6K-$98.2K2026-11-05
Cambridge Financial Group, LLC
UNCHANGED2,3842,38400%$891.0K$891.0K$02026-10-06
Signature Wealth Management Partners, LLC
INCREASED2,3782,320+58+3%$866.9K$742.5K-$124.4K2026-10-21
Fell Capital Management
DECREASED2,3752,425-50-2%$906.3K$741.7K-$164.6K2026-10-09
Verity Asset Management, Inc.
INCREASED2,3742,371+3+0%$886.4K$741.1K-$145.2K2026-10-30
World Equity Group, Inc.
DECREASED2,3702,510-140-6%$938.1K$740.2K-$197.9K2026-10-14
TMB Capital Partners, LLC
DECREASED2,3702,505-135-5%$936.3K$740.3K-$196.0K2026-10-20
Capital Advisors Wealth Management, LLC
UNCHANGED2,3702,37000%$885.7K$740.3K-$145.4K2026-10-09
Lazari Capital Management, Inc.
INCREASED2,3642,363+1+0%$883.3K$738.1K-$145.2K2026-10-20
Sunbeam Capital Management, LLC
DECREASED2,3582,529-171-7%$945.2K$736.3K-$208.8K2026-11-05
Texas Bank & Trust Co
UNCHANGED2,3562,35600%$880.5K$735.8K-$144.8K2026-11-04
WealthCare Asset Management, LLC
NEW2,355—+2,355——$735.5K—2026-10-26
Aull & Monroe Investment Management Corp
UNCHANGED2,3552,35500%$880.1K$735.4K-$144.7K2026-10-16
Foronjy Financial LLC
DECREASED2,3392,369-30-1%$885.4K$730.5K-$154.9K2026-10-14
Central Valley Advisors, LLC
DECREASED2,3342,575-241-9%$962.4K$728.9K-$233.5K2026-10-27
Waterfront Wealth Inc.
INCREASED2,3312,323+8+0%$834.6K$698.5K-$136.1K2026-11-03
BCU Wealth Advisors, LLC
DECREASED2,3202,382-62-3%$890.2K$724.4K-$165.8K2026-10-16
Snider Financial Group
DECREASED2,3192,380-61-3%$889.5K$724.2K-$165.3K2026-10-16
BCS Wealth Management
INCREASED2,3192,318+1+0%$866.4K$724.3K-$142.1K2026-11-03
Mechanics Financial Corp
INCREASED2,3182,219+99+4%$829.3K$723.9K-$105.4K2026-11-05
BAM Wealth Management, LLC
DECREASED2,3132,463-150-6%$920.6K$722.5K-$198.2K2026-10-15
Peachtree Investment Partners, LLC
DECREASED2,3112,313-20%$864.4K$721.7K-$142.7K2026-11-05
Guardian Asset Advisors, LLC
INCREASED2,2962,295+1+0%$857.7K$716.9K-$140.8K2026-10-16
Creative Financial Designs Inc
INCREASED2,2921,971+321+16%$736.8K$715.6K-$21.1K2026-11-04
Cane Capital Partners, LLC
INCREASED2,2901,116+1,174+105%$417.1K$715.1K+$298.1K2026-10-23
Salomon & Ludwin, LLC
INCREASED2,2862,243+43+2%$841.0K$713.9K-$127.1K2026-10-29
Tred Avon Family Wealth, LLC
DECREASED2,2842,583-299-12%$965.3K$713.3K-$252.1K2026-10-20
May Hill Capital, LLC
DECREASED2,2842,326-42-2%$869.3K$713.3K-$156.0K2026-11-03
Cornell Pochily Investment Advisors, Inc.
DECREASED2,2722,326-54-2%$869.1K$709.5K-$159.6K2026-10-19
Corps Capital Advisors, LLC
UNCHANGED2,2702,27000%$848.4K$708.9K-$139.5K2026-11-05
Alpha Family Trust
UNCHANGED2,2652,26500%$846.5K$846.5K$02026-11-04
Jacobsen Capital Management
INCREASED2,2522,244+8+0%$838.7K$703.3K-$135.4K2026-10-27
Obermeyer Wealth Partners
DECREASED2,2472,524-277-11%$943.1K$701.7K-$241.4K2026-10-21
PFS Partners, LLC
INCREASED2,2382,223+15+1%$830.8K$699.0K-$131.8K2026-10-21
Wealthcare Capital Partners, LLC
INCREASED2,2312,229+2+0%$833.0K$696.7K-$136.3K2026-10-21
Horizon Wealth Management, LLC
DECREASED2,2292,479-250-10%$926.5K$696.2K-$230.4K2026-11-02
Northstar Asset Management Co
INCREASED2,2252,215+10+0%$783.5K$658.3K-$125.2K2026-10-22
Fortitude Advisory Group L.L.C.
INCREASED2,2192,055+164+8%$768.0K$693.0K-$75.0K2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED2,2122,21200%$826.7K$826.7K$02026-11-03
Montgomery Investment Management Inc
UNCHANGED2,2122,21200%$826.7K$690.8K-$135.9K2026-10-26
Nadler Financial Group, Inc.
DECREASED2,2102,216-60%$828.0K$690.0K-$138.0K2026-10-23
Market Street Wealth Management Advisors LLC
INCREASED2,2082,192+16+1%$819.2K$689.6K-$129.5K2026-10-09
Physician Wealth Advisors, Inc.
INCREASED2,2031,517+686+45%$567.1K$688.1K+$121.0K2026-10-20
Chapin Davis, Inc.
INCREASED2,2032,200+3+0%$822.0K$688.0K-$134.1K2026-10-09
Westhampton Capital, LLC
DECREASED2,1872,499-312-12%$934.0K$683.0K-$251.0K2026-10-30
Old North State Wealth Management, LLC
UNCHANGED2,1822,18200%$817.7K$683.9K-$133.8K2026-10-22
Kintegral Advisory, LLC
INCREASED2,1792,167+12+1%$809.9K$680.5K-$129.4K2026-10-16
Courage Miller Partners, LLC
UNCHANGED2,1762,17600%$813.4K$679.7K-$133.7K2026-10-21
Sage Rhino Capital LLC
DECREASED2,1732,186-13-1%$817.1K$678.7K-$138.4K2026-10-28
NBZ Investment Advisors LLC
UNCHANGED2,1682,16800%$810.2K$677.0K-$133.2K2026-10-30
Key Client Fiduciary Advisors, LLC
DECREASED2,1632,196-33-1%$820.6K$675.4K-$145.2K2026-10-19
Golden State Wealth Management, LLC
INCREASED2,1632,140+23+1%$800.1K$675.6K-$124.5K2026-11-02
Fusion Capital, LLC
INCREASED2,1581,812+346+19%$677.2K$673.9K-$3.3K2026-10-28
Rosenberg Matthew Hamilton
DECREASED2,1572,181-24-1%$814.9K$673.6K-$141.3K2026-10-05
Hartford Financial Management Inc.
UNCHANGED2,1572,15700%$806.1K$673.6K-$132.5K2026-10-21
Brucke Financial, Inc.
INCREASED2,1441,763+381+22%$658.9K$669.6K+$10.7K2026-10-23
CJM Wealth Advisers, Ltd.
DECREASED2,1442,154-100%$805.2K$669.5K-$135.6K2026-10-27
Sunpointe, LLC
DECREASED2,1382,577-439-17%$963.1K$667.7K-$295.4K2026-10-22
Yelin Lapidot Holdings Management Ltd.
UNCHANGED2,1372,13700%$798.7K$667.4K-$131.3K2026-10-26
Compass Ion Advisors, LLC
INCREASED2,1342,021+113+6%$755.3K$666.3K-$89.0K2026-10-23
Capital Wealth Alliance, LLC
DECREASED2,1272,404-277-12%$898.4K$664.3K-$234.1K2026-10-20
Encompass Wealth Advisors, LLC
INCREASED2,1201,036+1,084+105%$387.1K$661.9K+$274.8K2026-10-15
Camden National Bank
DECREASED2,1192,137-18-1%$798.7K$661.7K-$136.9K2026-11-02
Prota Financial, LLC
DECREASED2,1182,159-41-2%$809.5K$661.6K-$147.9K2026-10-08
Alessandra Capital Management, LLC
DECREASED2,1072,307-200-9%$862.2K$658.0K-$204.2K2026-10-30
Syverson Strege & Co
UNCHANGED2,0952,09500%$783.0K$654.2K-$128.7K2026-11-02
City State Bank
UNCHANGED2,0922,09200%$781.8K$653.3K-$128.5K2026-10-20
Synergy Asset Management, LLC
DECREASED2,0916,939-4,848-70%$2.6M$653.0K-$1.9M2026-11-05
Charles Schwab Trust Co
INCREASED2,0861,961+125+6%$732.9K$651.4K-$81.4K2026-10-15
Hurlow Wealth Management Group, Inc.
DECREASED2,0842,210-126-6%$825.9K$650.8K-$175.1K2026-10-29
Allen Capital Group, LLC
INCREASED2,0831,959+124+6%$732.1K$650.5K-$81.6K2026-10-27
Hickory Point Bank & Trust
DECREASED2,0732,093-20-1%$782.2K$647.4K-$134.8K2026-10-01
QTR Family Wealth, LLC
DECREASED2,0722,450-378-15%$915.7K$647.2K-$268.6K2026-11-02
Wendell David Associates Inc
UNCHANGED2,0702,07000%$774.0K$646.0K-$128.0K2026-10-27
Roof Eidam Maycock Peralta, LLC
DECREASED2,0643,375-1,311-39%$1.3M$644.6K-$616.8K2026-10-15
William John Sempolinski
INCREASED2,0622,056+6+0%$768.4K$644.0K-$124.4K2026-10-20
Westbourne Investment Advisors, Inc.
INCREASED2,0602,030+30+1%$758.7K$643.3K-$115.4K2026-10-20
David J Yvars Group
INCREASED2,0492,048+1+0%$765.6K$639.7K-$125.8K2026-10-09
Cidel Asset Management Inc
UNCHANGED2,0472,04700%$765.0K$639.3K-$125.8K2026-10-29
Vicus Capital
INCREASED2,0461,836+210+11%$686.3K$638.9K-$47.4K2026-11-05
Northwest Wealth Management, LLC
INCREASED2,0462,039+7+0%$762.2K$639.1K-$123.1K2026-10-30
Patten Group, Inc.
DECREASED2,0283,065-1,037-34%$1.1M$633.3K-$512.1K2026-10-26
Brown, Lisle Ings, Inc.
DECREASED2,0192,044-25-1%$763.9K$630.5K-$133.4K2026-10-16
Vaughan David Investments LLC
DECREASED2,0132,035-22-1%$761.0K$629.0K-$132.0K2026-11-05
MW Advisory, LLC
INCREASED2,0111,740+271+16%$650.3K$628.1K-$22.3K2026-10-19
Dupree Financial Group, LLC
NEW2,006—+2,006——$626.5K—2026-10-09
Southern Financial Group, LLC
DECREASED2,0052,077-72-3%$776.4K$626.3K-$150.1K2026-10-30
Kentucky Trust Co
UNCHANGED1,9991,99900%$747.1K$624.3K-$122.8K2026-10-15
Pinnacle Bancorp, Inc.
INCREASED1,9861,686+300+18%$630.0K$620.1K-$9.9K2026-10-21
Richard Young Associates, Ltd.
INCREASED1,9831,833+150+8%$685.0K$619.3K-$65.8K2026-11-03
Greenfield Savings Bank
UNCHANGED1,9791,97900%$739.6K$618.0K-$121.6K2026-10-07
L. Roy Papp & Associates, LLP
INCREASED1,9731,839+134+7%$687.3K$616.1K-$71.1K2026-10-21
Verus Financial Partners, Inc.
INCREASED1,9681,961+7+0%$732.8K$614.5K-$118.3K2026-10-29
Shum Financial Group, Inc.
UNCHANGED1,9671,96700%$735.2K$614.3K-$120.9K2026-10-13
TriaGen Wealth Management LLC
DECREASED1,9632,096-133-6%$783.5K$612.9K-$170.6K2026-10-14
Marathon Capital Management
INCREASED1,9581,955+3+0%$730.6K$611.5K-$119.2K2026-10-23
Abound Wealth Management
DECREASED1,9552,059-104-5%$769.7K$610.7K-$159.0K2026-10-26
Capital Management Associates, Inc
UNCHANGED1,9471,94700%$727.7K$608.1K-$119.6K2026-10-20
D'Orazio & Associates, Inc.
DECREASED1,9462,062-116-6%$770.6K$607.7K-$162.9K2026-11-04
WealthBridge Capital Management, LLC
INCREASED1,9431,765+178+10%$659.7K$606.7K-$53.1K2026-10-16
Ballast, Inc.
UNCHANGED1,9421,94200%$725.8K$606.5K-$119.3K2026-10-20
Successful Portfolios LLC
DECREASED1,9411,944-30%$698.1K$596.3K-$101.7K2026-10-09
Invenio Wealth Partners LLC
INCREASED1,9411,939+2+0%$724.7K$606.2K-$118.5K2026-10-20
Drum Hill Capital, LLC
INCREASED1,9281,614+314+19%$603.2K$602.1K-$1.1K2026-10-20
Baldwin Wealth Partners LLC
INCREASED1,9231,226+697+57%$458.2K$600.5K+$142.3K2026-10-13
PUREfi Wealth, LLC
INCREASED1,9181,421+497+35%$531.1K$599.0K+$67.9K2026-10-19
Laurel Wealth Advisors LLC
DECREASED1,9141,944-30-2%$726.7K$597.9K-$128.8K2026-10-27
Stephenson & Company, Inc.
NEW1,911—+1,911——$596.8K—2026-10-30
Code Waechter LLC
INCREASED1,9051,541+364+24%$576.0K$595.0K+$19.0K2026-10-23
Highline Wealth Partners LLC
INCREASED1,9021,869+33+2%$698.6K$594.1K-$104.5K2026-10-19
Tcfg Investment Advisors, LLC
DECREASED1,8971,956-59-3%$731.1K$592.3K-$138.8K2026-10-20
4J Wealth Management LLC
DECREASED1,8851,919-34-2%$717.2K$588.7K-$128.5K2026-11-02
Barrett & Company, Inc.
DECREASED1,8832,060-177-9%$769.7K$588.2K-$181.6K2026-10-22
Collaborative Fund Advisors, LLC
INCREASED1,8821,654+228+14%$618.1K$587.7K-$30.4K2026-11-02
MV Capital Management, Inc.
DECREASED1,8801,901-21-1%$710.5K$587.1K-$123.4K2026-10-29
TFC Financial Management, Inc.
DECREASED1,8787,313-5,435-74%$2.7M$586.4K-$2.1M2026-10-26
Legacy Wealth Asset Management, LLC
INCREASED1,8771,760+117+7%$657.8K$586.2K-$71.6K2026-10-09
AGH Wealth Advisors, LLC
DECREASED1,8721,935-63-3%$723.2K$584.6K-$138.6K2026-10-26
Mcdonald Partners LLC
UNCHANGED1,8701,87000%$698.7K$583.9K-$114.9K2026-11-03
Sutton Place Investors LLC
INCREASED1,8661,860+6+0%$695.1K$582.7K-$112.4K2026-10-20
North Berkeley Wealth Management, LLC
DECREASED1,8651,944-79-4%$726.5K$582.4K-$144.1K2026-11-02
Nabity-Jensen Investment Management Inc
INCREASED1,8611,799+62+3%$672.3K$581.2K-$91.2K2026-10-23
Archvest Wealth Advisors, Inc.
INCREASED1,8591,772+87+5%$662.4K$580.7K-$81.7K2026-10-29
Prevail Innovative Wealth Advisors, LLC
INCREASED1,8511,251+600+48%$467.5K$562.0K+$94.5K2026-10-20
Financial Council, LLC
UNCHANGED1,8471,84700%$690.3K$576.8K-$113.5K2026-11-02
Raleigh Capital Management Inc.
INCREASED1,8451,822+23+1%$681.1K$576.0K-$105.1K2026-10-28
Traveka Wealth, LLC
INCREASED1,8441,655+189+11%$618.5K$575.8K-$42.7K2026-10-19
FAI Advisors, Inc.
INCREASED1,8431,790+53+3%$669.0K$575.6K-$93.4K2026-10-27
Montis Financial, LLC
INCREASED1,8391,720+119+7%$643.0K$574.2K-$68.8K2026-11-04
Naples Global Advisors, LLC
INCREASED1,8381,781+57+3%$665.6K$574.0K-$91.6K2026-11-05
First Nebraska Trust Co
DECREASED1,8371,840-30%$687.7K$573.6K-$114.1K2026-10-30
LeConte Wealth Management, LLC
INCREASED1,8351,624+211+13%$606.9K$573.1K-$33.9K2026-10-20
Piscataqua Savings Bank
DECREASED1,8282,152-324-15%$804.2K$570.8K-$233.4K2026-10-21
Mindset Wealth Management, LLC
DECREASED1,8231,919-96-5%$717.2K$569.3K-$147.9K2026-10-19
Center For Asset Management LLC
INCREASED1,820879+941+107%$328.5K$568.4K+$239.9K2026-10-16
Willow Creek Capital Management, Inc.
UNCHANGED1,8191,81900%$679.8K$679.8K$02026-10-16
Aviance Capital Partners, LLC
INCREASED1,8171,807+10+1%$675.2K$567.3K-$107.9K2026-10-29
Cowa, LLC
UNCHANGED1,8161,81600%$678.7K$567.1K-$111.6K2026-10-30
Garrett Wealth Advisory Group, LLC
INCREASED1,8091,710+99+6%$639.1K$564.9K-$74.1K2026-10-22
Grandview Asset Management LLC
DECREASED1,8062,170-364-17%$810.8K$563.9K-$246.9K2026-10-19
LS Investment Advisors, LLC
UNCHANGED1,8061,80600%$675.0K$564.0K-$111.0K2026-10-13
Lyell Wealth Management, LP
INCREASED1,8031,769+34+2%$661.1K$563.1K-$98.1K2026-10-30
LifeWealth Investments, LLC
DECREASED1,7991,913-114-6%$715.0K$561.8K-$153.2K2026-10-21
Plante Moran Financial Advisors, LLC
DECREASED1,7991,803-40%$673.9K$561.9K-$112.0K2026-11-04
Winthrop Advisory Group LLC
INCREASED1,7921,786+6+0%$667.5K$559.6K-$107.9K2026-10-22
Renaissance Investment Group LLC
INCREASED1,7871,777+10+1%$664.1K$558.1K-$106.1K2026-10-28
Occidental Asset Management, LLC
INCREASED1,7841,460+324+22%$545.8K$557.0K+$11.1K2026-11-05
Endeavor Private Wealth, Inc.
INCREASED1,7821,649+133+8%$616.3K$556.6K-$59.7K2026-11-05
Hidden Cove Wealth Management, LLC
DECREASED1,7811,802-21-1%$673.5K$556.2K-$117.3K2026-10-19
Nemes Rush Group LLC
DECREASED1,7801,788-80%$668.3K$555.8K-$112.5K2026-11-04
Kozak & Associates, Inc.
DECREASED1,7771,977-200-10%$741.2K$535.1K-$206.1K2026-10-29
WBH Advisory Inc
UNCHANGED1,7701,77000%$661.6K$552.8K-$108.8K2026-11-05
Warwick Investment Management, Inc.
INCREASED1,7681,661+107+6%$620.8K$552.1K-$68.6K2026-10-19
Partners Wealth Management, LLC
INCREASED1,757636+1,121+176%$237.6K$548.7K+$311.1K2026-10-28
Financial Perspectives, Inc
INCREASED1,7561,679+77+5%$627.5K$548.4K-$79.1K2026-11-03
Great Diamond Partners, LLC
INCREASED1,7561,752+4+0%$654.8K$548.4K-$106.4K2026-10-13
Thrive Wealth Management, LLC
INCREASED1,7541,461+293+20%$546.1K$547.8K+$1.6K2026-10-13
Kennedy Investment Group, Inc.
UNCHANGED1,7521,75200%$654.7K$547.2K-$107.5K2026-10-21
Elevated Capital Advisors, LLC
DECREASED1,7471,968-221-11%$735.3K$545.6K-$189.7K2026-11-04
First City Capital Management, Inc.
INCREASED1,7381,460+278+19%$545.8K$542.9K-$2.9K2026-10-27
Ejmk Ventures LLC
INCREASED1,7361,324+412+31%$494.9K$542.2K+$47.3K2026-10-21
Peoples Financial Services Corp.
DECREASED1,7351,738-30%$649.5K$541.8K-$107.7K2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED1,734629+1,105+176%$235.1K$541.6K+$306.4K2026-10-16
Essential Partners LLC
DECREASED1,7311,767-36-2%$660.4K$540.6K-$119.8K2026-10-14
Clark & Stuart, Inc
UNCHANGED1,7301,73000%$647.4K$540.3K-$107.1K2026-10-14
PW Nova Financial Services LLC
INCREASED1,7201,697+23+1%$634.1K$537.1K-$97.1K2026-10-15
AXS Investments LLC
INCREASED1,7111,570+141+9%$586.8K$534.3K-$52.4K2026-11-04
Visionary Wealth Advisors
DECREASED1,7061,803-97-5%$673.8K$532.6K-$141.2K2026-11-04
Townsend & Associates, Inc
INCREASED1,7051,687+18+1%$575.8K$535.2K-$40.6K2026-10-23
Pacific Center for Financial Services
DECREASED1,7031,728-25-1%$645.8K$531.9K-$113.8K2026-10-15
Flagship Wealth Advisors, LLC
DECREASED1,6991,726-27-2%$645.1K$530.6K-$114.5K2026-11-03
JSF Financial, LLC
INCREASED1,693939+754+80%$350.8K$528.6K+$177.8K2026-10-22
KPP Advisory Services LLC
DECREASED1,6931,714-21-1%$640.7K$528.7K-$112.0K2026-10-26
Willow Creek Wealth Management Inc.
DECREASED1,6911,840-149-8%$687.7K$528.1K-$159.6K2026-10-26
Lewis Asset Management, LLC
DECREASED1,6891,814-125-7%$677.8K$527.3K-$150.5K2026-10-14
Sky Investment Group LLC
INCREASED1,688828+860+104%$309.5K$527.0K+$217.6K2026-10-30
Palisade Asset Management, LLC
INCREASED1,6881,588+100+6%$593.5K$527.1K-$66.3K2026-11-03
MSH Capital Advisors LLC
INCREASED1,6801,543+137+9%$576.6K$524.7K-$51.9K2026-11-03
Peak Financial Management, Inc.
UNCHANGED1,6761,67600%$626.4K$523.6K-$102.8K2026-10-16
Crusonia Wealth Advisors LLC
INCREASED1,6751,569+106+7%$586.5K$523.1K-$63.4K2026-10-26
Beacon Financial Group
INCREASED1,6741,377+297+22%$514.5K$522.7K+$8.2K2026-10-19
LifeSteps Financial, Inc.
DECREASED1,6731,725-52-3%$644.7K$522.5K-$122.2K2026-10-15
Heritage Family Offices, LLP
INCREASED1,6611,531+130+8%$572.2K$518.7K-$53.5K2026-11-02
Silver Grove Financial Group, Inc.
INCREASED1,6571,330+327+25%$497.0K$517.5K+$20.5K2026-11-05
Spartan Planning & Wealth Management
INCREASED1,6541,492+162+11%$557.4K$516.5K-$41.0K2026-10-13
Westover Capital Advisors, LLC
INCREASED1,6521,379+273+20%$515.4K$515.9K+$5292026-10-26
WBI Investments, LLC
DECREASED1,6512,365-714-30%$884.0K$515.7K-$368.3K2026-11-05
Moran Wealth Management, LLC
INCREASED1,6501,618+32+2%$604.7K$515.3K-$89.4K2026-10-22
Winebrenner Capital Management LLC
DECREASED1,6421,772-130-7%$662.3K$512.7K-$149.5K2026-10-07
Chemistry Wealth Management LLC
INCREASED1,6401,633+7+0%$610.3K$512.2K-$98.1K2026-10-16
First Business Financial Services, Inc.
INCREASED1,6381,568+70+4%$586.0K$511.5K-$74.5K2026-10-29
Analyst IMS Investment Management Services Ltd.
DECREASED1,6363,861-2,225-58%$1.4M$511.0K-$932.0K2026-11-05
Ullmann Wealth Partners Group, LLC
DECREASED1,6331,666-33-2%$622.7K$510.1K-$112.6K2026-11-02
Hummer Financial Advisory Services Inc
UNCHANGED1,6331,63300%$611.1K$510.0K-$101.1K2026-10-09
Costello Asset Management, Inc
INCREASED1,6191,615+4+0%$603.6K$505.6K-$98.0K2026-10-30
Argentarii, LLC
DECREASED1,6151,686-71-4%$620.6K$504.4K-$116.2K2026-10-28
Foster Dykema Cabot & Partners, LLC
INCREASED1,6141,399+215+15%$522.8K$504.0K-$18.8K2026-10-30
Balefire, LLC
DECREASED1,6131,698-85-5%$634.5K$503.6K-$130.9K2026-10-09
Optima Capital LLC
DECREASED1,6101,639-29-2%$612.6K$502.9K-$109.8K2026-10-29
Alliance Wealth Advisors, LLC
DECREASED1,6051,664-59-4%$621.9K$501.2K-$120.7K2026-10-14
Eagle Wealth Advisors LLC
INCREASED1,6031,597+6+0%$596.8K$500.6K-$96.2K2026-10-20
Cabot Wealth Management Inc
INCREASED1,6001,502+98+7%$561.3K$499.7K-$61.7K2026-11-05
Rossby Financial, LCC
INCREASED1,6001,570+30+2%$586.6K$499.6K-$87.0K2026-11-05
Denver PWM, LLC
UNCHANGED1,6001,60000%$589.5K$499.7K-$89.8K2026-10-22
Archford Capital Strategies, LLC
INCREASED1,5981,250+348+28%$467.2K$499.0K+$31.9K2026-10-19
Forbes J M & Co LLP
INCREASED1,5971,580+17+1%$590.5K$498.7K-$91.8K2026-10-16
Duncker Streett & Co Inc
UNCHANGED1,5961,59600%$596.5K$498.4K-$98.1K2026-10-27
Quadcap Wealth Management, LLC
DECREASED1,5951,872-277-15%$699.6K$498.1K-$201.5K2026-11-02
Lantern Wealth Advisors, LLC
INCREASED1,5941,309+285+22%$489.2K$497.8K+$8.6K2026-10-22
Quantum Financial Advisors, LLC
INCREASED1,5911,520+71+5%$568.0K$496.8K-$71.2K2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED1,5871,623-36-2%$606.6K$495.6K-$111.0K2026-10-28
Globalt Investments LLC / GA
DECREASED1,5841,585-10%$592.4K$494.7K-$97.7K2026-10-27
Bell Bank
DECREASED1,5801,612-32-2%$602.5K$493.4K-$109.0K2026-10-21
Black Diamond Financial, LLC
INCREASED1,5741,374+200+15%$513.3K$491.5K-$21.8K2026-10-26
SJS Investment Consulting Inc.
INCREASED1,5671,239+328+26%$463.2K$489.2K+$26.0K2026-10-26
Oakworth Capital, Inc.
INCREASED1,5641,552+12+1%$581.8K$488.4K-$93.3K2026-10-26
Biltmore Family Office, LLC
INCREASED1,5631,463+100+7%$546.9K$488.2K-$58.7K2026-11-03
GHP Investment Advisors, Inc.
DECREASED1,5541,816-262-14%$678.6K$485.2K-$193.4K2026-10-15
True Wealth Design, LLC
DECREASED1,5541,578-24-2%$589.7K$485.3K-$104.4K2026-10-13
Cove Private Wealth, LLC
INCREASED1,5511,538+13+1%$574.8K$484.4K-$90.4K2026-10-28
Burton Enright Welch
INCREASED1,5501,471+79+5%$549.6K$483.9K-$65.7K2026-11-04
Community Trust & Investment Co
DECREASED1,5501,558-8-1%$582.3K$484.0K-$98.2K2026-10-15
Polaris Investment Advisors, LLC
UNCHANGED1,5471,54700%$578.2K$483.1K-$95.0K2026-10-20
Marino, Stram & Associates LLC
INCREASED1,5451,480+65+4%$553.1K$482.5K-$70.5K2026-10-22
Gilliland Jeter Wealth Management LLC
UNCHANGED1,5441,54400%$576.9K$482.3K-$94.5K2026-10-28
Baron Wealth Management LLC
DECREASED1,5411,548-70%$578.7K$481.1K-$97.6K2026-10-27
Stonebridge Financial Group, LLC
DECREASED1,5381,545-70%$577.4K$480.3K-$97.1K2026-10-01
Langley Wealth Management, LLC
INCREASED1,5361,529+7+0%$571.6K$479.6K-$92.0K2026-11-04
Horst & Graben Wealth Management LLC
DECREASED1,5321,537-50%$576.3K$478.4K-$97.9K2026-11-02
Alpha Advisors, LLC
DECREASED1,5261,531-50%$572.3K$476.7K-$95.6K2026-10-19
TritonPoint Partners, LLC
DECREASED1,5253,712-2,187-59%$1.4M$476.3K-$911.1K2026-11-05
Sprinkle Financial Consultants LLC
DECREASED1,5251,611-86-5%$602.1K$476.2K-$125.8K2026-10-09
W Advisors, LLC
UNCHANGED1,5181,51800%$567.4K$474.1K-$93.3K2026-11-02
Fee-Only Financial Planning, L.C.
UNCHANGED1,5121,51200%$565.1K$472.2K-$92.9K2026-10-23
Linden Thomas Advisory Services, LLC
NEW1,511—+1,511——$471.9K—2026-10-19
Centurion Wealth Management LLC
DECREASED1,5101,525-15-1%$570.0K$471.6K-$98.4K2026-10-13
Wealth Architects, LLC
DECREASED1,5071,754-247-14%$655.6K$470.7K-$184.9K2026-11-03
Corundum Group, Inc.
DECREASED1,5071,548-41-3%$578.5K$470.6K-$107.9K2026-10-28
Opal Wealth Advisors, LLC
INCREASED1,5051,103+402+36%$412.1K$469.9K+$57.9K2026-10-16
Laurel OAK Wealth Management, LLC
INCREASED1,5051,364+141+10%$509.8K$470.0K-$39.8K2026-10-19
Andrews Advisory Associates, LLC
DECREASED1,5051,506-10%$562.8K$470.0K-$92.8K2026-10-15
Diversified Portfolios, Inc.
INCREASED1,4991,429+70+5%$534.2K$468.2K-$66.0K2026-11-04
Emprise Bank
INCREASED1,4991,482+17+1%$553.9K$468.1K-$85.7K2026-10-07
Westside Investment Management, Inc.
UNCHANGED1,4971,49700%$559.5K$466.5K-$93.1K2026-11-02
J. Derek Lewis & Associates Inc.
DECREASED1,4951,498-30%$560.0K$467.0K-$93.0K2026-11-03
GSG Advisors LLC
INCREASED1,4921,373+119+9%$513.1K$465.9K-$47.2K2026-11-03
Quantum Financial Partners LLC
INCREASED1,4881,023+465+45%$382.3K$464.7K+$82.4K2026-10-19
Syntegra Private Wealth Group, LLC
INCREASED1,4881,123+365+33%$419.7K$464.8K+$45.1K2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED1,4871,481+6+0%$553.6K$464.5K-$89.1K2026-10-22
Eagle Bay Advisors LLC
DECREASED1,4831,493-10-1%$558.0K$463.1K-$94.9K2026-10-16
Capstone Wealth Management, LLC
DECREASED1,4781,489-11-1%$556.5K$461.6K-$94.9K2026-11-02
Physicians Financial Services, Inc.
UNCHANGED1,4761,47600%$552.0K$461.0K-$91.0K2026-11-04
Halter Ferguson Financial Inc.
DECREASED1,4721,493-21-1%$558.0K$459.7K-$98.3K2026-10-21
Arcataur Capital Management LLC
UNCHANGED1,4721,47200%$550.1K$459.7K-$90.4K2026-10-21
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED1,4691,470-10%$549.5K$458.9K-$90.7K2026-10-15
True Private Wealth Advisors
INCREASED1,4651,463+2+0%$546.7K$457.8K-$88.9K2026-10-19
Atwood & Palmer Inc
INCREASED1,461949+512+54%$354.8K$456.1K+$101.3K2026-10-08
Madrid Wealth Management, LLC
INCREASED1,4611,381+80+6%$516.1K$456.4K-$59.7K2026-10-23
AMG Asset Management Group, Inc.
INCREASED1,4561,180+276+23%$441.0K$454.7K+$13.7K2026-10-21
Jeppson Wealth Management, LLC
UNCHANGED1,4521,45200%$542.7K$453.4K-$89.2K2026-10-20
Petros Family Wealth, LLC
DECREASED1,4511,452-10%$542.7K$453.1K-$89.5K2026-10-28
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED1,4451,44500%$540.0K$451.3K-$88.8K2026-11-02
Palacios Wealth Management, LLC
INCREASED1,4421,438+4+0%$537.4K$450.3K-$87.1K2026-11-04
Coyle Financial Counsel LLC
INCREASED1,4381,415+23+2%$528.8K$449.1K-$79.8K2026-10-28
Veracity Capital LLC
INCREASED1,4371,399+38+3%$522.9K$448.9K-$74.1K2026-10-08
Uptick Partners, LLC
INCREASED1,4331,239+194+16%$463.0K$447.4K-$15.7K2026-11-04
Commonwealth Financial Services, LLC
INCREASED1,4311,059+372+35%$395.8K$446.9K+$51.1K2026-10-20
6th Street Advisors, LLC
DECREASED1,4311,604-173-11%$599.5K$446.9K-$152.6K2026-10-14
Deseret Mutual Benefit Administrators
DECREASED1,4311,455-24-2%$543.8K$446.9K-$96.9K2026-11-04
Integrity Advisory Solutions, LLC
INCREASED1,4301,239+191+15%$463.1K$446.6K-$16.5K2026-10-29
Aspetuck Financial Management LLC
INCREASED1,4221,371+51+4%$512.4K$444.1K-$68.3K2026-11-04
Providence First Trust Co
NEW1,418—+1,418——$442.8K—2026-11-02
E&G Advisors, LLC
DECREASED1,4171,424-70%$532.2K$442.5K-$89.7K2026-10-13
Ironsides Asset Advisors, LLC
INCREASED1,415865+550+64%$323.3K$441.9K+$118.6K2026-10-20
Mlp3, LLC
INCREASED1,4151,402+13+1%$523.9K$441.9K-$82.0K2026-10-22
Norris Perne & French LLP
DECREASED1,4142,065-651-32%$771.8K$441.6K-$330.2K2026-10-23
Marion Wealth Management
INCREASED1,4071,382+25+2%$516.5K$439.5K-$77.0K2026-10-22
Gladwyn Financial Advisors, Inc.
UNCHANGED1,4051,40500%$525.0K$438.7K-$86.3K2026-10-05
Bourgeon Capital Management LLC
INCREASED1,4031,279+124+10%$478.0K$438.1K-$39.9K2026-10-19
Stirlingshire Investments, Inc.
DECREASED1,3951,416-21-1%$529.1K$435.7K-$93.5K2026-11-05
Kaufman Rossin Wealth, LLC
INCREASED1,3921,300+92+7%$466.8K$434.7K-$32.0K2026-10-19
PFW Advisors LLC
INCREASED1,3911,375+16+1%$513.9K$434.4K-$79.5K2026-10-07
Reynders McVeigh Capital Management, LLC
DECREASED1,3861,459-73-5%$545.0K$432.9K-$112.1K2026-10-30
Clark Asset Management, LLC
DECREASED1,3851,387-20%$518.4K$432.5K-$85.8K2026-10-19
Insight Wealth Strategies, LLC
INCREASED1,3791,355+24+2%$508.0K$430.8K-$77.2K2026-10-09
Cap Partners, LLC
UNCHANGED1,3771,37700%$514.7K$430.1K-$84.6K2026-10-19
Financial Insights, Inc.
INCREASED1,3761,297+79+6%$484.7K$429.7K-$55.0K2026-10-27
TrinityBridge Ltd
DECREASED1,3761,439-63-4%$537.0K$430.0K-$107.0K2026-10-30
Flower City Capital
INCREASED1,3691,339+30+2%$500.4K$427.5K-$72.9K2026-10-15
TSG Advice Partners, LLC
NEW1,368—+1,368——$511.4K—2026-10-29
First County Bank
INCREASED1,3671,265+102+8%$472.8K$426.9K-$45.9K2026-10-13
Hilltop National Bank
INCREASED1,3671,343+24+2%$501.9K$426.9K-$75.0K2026-10-14
Capital Squared Financial LLC
INCREASED1,3651,238+127+10%$462.8K$426.3K-$36.5K2026-10-30
Wagner Wealth Management, LLC
DECREASED1,3621,428-66-5%$533.6K$425.4K-$108.3K2026-10-21
Woodmont Investment Counsel LLC
INCREASED1,3621,345+17+1%$502.7K$425.4K-$77.3K2026-10-29
Huntleigh Advisors, Inc.
DECREASED1,3561,573-217-14%$587.9K$423.5K-$164.4K2026-11-03
Investment Research Partners LLC
DECREASED1,3561,433-77-5%$535.6K$423.5K-$112.1K2026-10-19
Milestone Asset Management Group, LLC
INCREASED1,3521,347+5+0%$503.6K$422.2K-$81.4K2026-10-20
bLong Financial, LLC
UNCHANGED1,3441,34400%$502.3K$419.7K-$82.6K2026-10-29
Hamilton Capital, LLC
INCREASED1,3411,337+4+0%$499.7K$418.8K-$80.9K2026-10-08
Virtue Capital Management, LLC
DECREASED1,3391,639-300-18%$612.5K$418.3K-$194.3K2026-10-29
Finivi Inc.
DECREASED1,3391,347-8-1%$503.4K$418.0K-$85.4K2026-10-13
CFS Investment Advisory Services, LLC
DECREASED1,3381,385-47-3%$522.9K$414.0K-$108.9K2026-10-19
IPG Investment Advisors LLC
INCREASED1,3341,145+189+17%$427.9K$416.6K-$11.3K2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED1,3341,286+48+4%$480.6K$416.7K-$63.9K2026-11-05
RVW Wealth, LLC
INCREASED1,3311,225+106+9%$457.9K$415.8K-$42.2K2026-10-06
First Financial Group Corp
INCREASED1,3311,326+5+0%$495.9K$415.8K-$80.1K2026-10-22
Ridgepath Capital Management LLC
INCREASED1,3291,328+1+0%$496.2K$415.2K-$81.0K2026-10-29
Canvas Wealth Advisors, LLC
DECREASED1,3281,419-91-6%$530.3K$415.7K-$114.6K2026-11-02
Jeter Robert S II
NEW1,327—+1,327——$408.2K—2026-10-16
Fairvoy Private Wealth, LLC
DECREASED1,3271,332-50%$497.7K$414.5K-$83.2K2026-10-19
Center for Financial Planning, Inc.
INCREASED1,3261,194+132+11%$446.2K$414.1K-$32.1K2026-10-26
Atlatl Advisers LLC
DECREASED1,3261,371-45-3%$512.4K$414.1K-$98.3K2026-10-22
Motive Wealth Advisors
DECREASED1,3251,341-16-1%$501.2K$413.8K-$87.4K2026-10-26
Walkner Condon Financial Advisors LLC
INCREASED1,3231,114+209+19%$416.3K$413.3K-$3.1K2026-11-02
Post Resch Tallon Group Inc.
DECREASED1,3161,468-152-10%$548.6K$411.0K-$137.7K2026-10-09
Private Wealth Group, LLC
UNCHANGED1,3161,31600%$491.8K$411.0K-$80.9K2026-10-19
Juno Financial Group LLC
DECREASED1,3151,320-50%$493.2K$410.8K-$82.4K2026-10-27
Shulman DeMeo Asset Management LLC
DECREASED1,3141,388-74-5%$518.6K$402.4K-$116.1K2026-10-09
Southland Equity Partners LLC
DECREASED1,3111,439-128-9%$537.9K$409.5K-$128.4K2026-10-14
Hoxton Planning & Management, LLC
DECREASED1,3101,315-50%$491.5K$409.1K-$82.4K2026-10-15
Raab & Moskowitz Asset Management LLC
UNCHANGED1,3101,31000%$489.5K$409.0K-$80.4K2026-11-02
Centerpoint Advisors, LLC
INCREASED1,3081,087+221+20%$406.0K$408.0K+$2.0K2026-11-05
Walled Lake Planning & Wealth Management, LLC
INCREASED1,3071,301+6+0%$486.1K$408.2K-$77.9K2026-10-29
Johnson Bixby & Associates, LLC
UNCHANGED1,3061,30600%$488.2K$407.9K-$80.3K2026-10-14
Avail Investment Partners, LLC
DECREASED1,3041,381-77-6%$516.1K$407.2K-$108.9K2026-10-16
Five Oceans Advisors
DECREASED1,3021,367-65-5%$510.9K$406.6K-$104.3K2026-10-22
Michael Brady & Co., LLC
UNCHANGED1,3011,30100%$486.2K$406.3K-$79.9K2026-10-23
DWR Wealth Management, LLC
INCREASED1,2991,282+17+1%$479.2K$413.1K-$66.1K2026-10-13
William B. Walkup & Associates, Inc.
DECREASED1,2951,332-37-3%$497.8K$404.4K-$93.4K2026-11-05
Tamar Securities, LLC
DECREASED1,2931,307-14-1%$488.4K$403.9K-$84.5K2026-11-03
Integris Wealth Management, LLC
DECREASED1,2891,302-13-1%$486.6K$402.4K-$84.1K2026-10-14
McGlone Suttner Wealth Management, Inc.
INCREASED1,2871,286+1+0%$480.5K$401.8K-$78.8K2026-10-13
Heritage Investment Group, Inc.
INCREASED1,283574+709+124%$214.5K$400.7K+$186.2K2026-11-03
RKL Wealth Management LLC
INCREASED1,2831,270+13+1%$474.7K$400.7K-$74.0K2026-10-16
JGP Wealth Management, LLC
INCREASED1,2811,260+21+2%$470.9K$400.0K-$70.9K2026-10-13
Shoker Investment Counsel, Inc.
INCREASED1,2771,276+1+0%$477.4K$399.3K-$78.1K2026-11-04
Whelan Financial
INCREASED1,2721,047+225+21%$391.4K$397.4K+$5.9K2026-10-28
Goldstein Advisors, LLC
INCREASED1,2701,212+58+5%$453.0K$396.6K-$56.4K2026-10-15
Ascentis Wealth Management, LLC
DECREASED1,2671,365-98-7%$510.2K$395.7K-$114.5K2026-11-03
Balboa Wealth Partners
DECREASED1,2661,630-364-22%$609.2K$395.2K-$214.0K2026-10-20
Firethorn Wealth Partners, LLC
DECREASED1,2641,307-43-3%$488.6K$394.8K-$93.8K2026-10-14
Fulcrum Equity Management
INCREASED1,2601,156+104+9%$432.1K$393.5K-$38.5K2026-10-21
Capital Advantage, Inc.
DECREASED1,2601,341-81-6%$501.1K$393.5K-$107.7K2026-10-14
First Growth Capital LLC
DECREASED1,2591,356-97-7%$506.8K$393.2K-$113.6K2026-10-15
Polaris Financial Partners
NEW1,258—+1,258——$396—2026-10-02
RFG - Bristol Wealth Advisors, LLC
INCREASED1,2551,254+1+0%$468.7K$391.8K-$76.8K2026-10-09
Genesis Private Wealth, LLC
DECREASED1,2541,275-21-2%$476.6K$391.7K-$84.9K2026-11-02
Certior Financial Group, LLC
INCREASED1,2541,251+3+0%$467.4K$391.6K-$75.8K2026-10-19
Koshinski Asset Management, Inc.
DECREASED1,2521,263-11-1%$472.1K$391.0K-$81.0K2026-10-29
Eagle Rock Investment Company, LLC
DECREASED1,2501,268-18-1%$473.9K$390.4K-$83.5K2026-10-21
Carnegie Lake Advisors LLC
DECREASED1,2485,039-3,791-75%$1.9M$1.6M-$309.6K2026-11-03
Good Harbor Advisors, Inc.
DECREASED1,2471,306-59-5%$488.1K$389.4K-$98.7K2026-10-20
Kingsbury Capital Investment Advisors LLC
DECREASED1,2431,271-28-2%$475.1K$388.2K-$86.9K2026-10-20
Indiana Trust & Investment Management Co
DECREASED1,2391,246-7-1%$465.7K$386.9K-$78.7K2026-10-22
Clean Yield Group
DECREASED1,2372,613-1,376-53%$976.6K$386.3K-$590.3K2026-10-28
Reston Wealth Management LLC
DECREASED1,2341,236-20%$461.8K$385.2K-$76.6K2026-10-29
Alliance Wealth Advisors, LLC
DECREASED1,2311,642-411-25%$613.6K$384.4K-$229.2K2026-10-28
KMG Fiduciary Partners, LLC
DECREASED1,2261,230-40%$459.7K$382.9K-$76.8K2026-10-14
Goelzer Investment Management, Inc.
DECREASED1,2171,237-20-2%$462.3K$380.1K-$82.2K2026-10-16
Montz Harcus Wealth Management LLC
INCREASED1,216897+319+36%$335.4K$379.7K+$44.3K2026-10-09
BlueSky Wealth Advisors, LLC
INCREASED1,2161,165+51+4%$435.4K$379.8K-$55.7K2026-10-29
LifeGoal Investments, LLC
INCREASED1,2141,201+13+1%$448.9K$379.1K-$69.7K2026-10-09
Financial Management Professionals, Inc.
DECREASED1,2131,219-60%$455.6K$378.8K-$76.8K2026-10-23
Hobart Private Capital, LLC
INCREASED1,2041,198+6+1%$447.7K$376.0K-$71.7K2026-10-19
Horizon Financial Services, LLC
DECREASED1,1941,323-129-10%$494.4K$372.9K-$121.6K2026-11-04
Pembroke Management, LTD
INCREASED1,1921,142+50+4%$426.8K$372.3K-$54.6K2026-10-21
Trueblood Wealth Management, LLC
UNCHANGED1,1921,19200%$445.5K$372.3K-$73.2K2026-10-23
Washington Growth Strategies LLC
UNCHANGED1,1911,19100%$445.1K$371.9K-$73.2K2026-10-19
Accelerate Investment Advisors LLC
DECREASED1,1901,244-54-4%$464.9K$371.6K-$93.4K2026-11-02
Connecticut Capital Management Group, LLC
INCREASED1,1851,178+7+1%$440.3K$370.1K-$70.2K2026-10-29
Avalon Capital Management
INCREASED1,1831,105+78+7%$413.0K$369.4K-$43.5K2026-11-04
ARS Investment Partners, LLC
UNCHANGED1,1831,18300%$442.1K$369.4K-$72.7K2026-11-05
Salvus Wealth Management, LLC
INCREASED1,1821,164+18+2%$435.0K$369.1K-$65.9K2026-10-13
Marietta Wealth Management, LLC
UNCHANGED1,1771,17700%$439.7K$361.2K-$78.5K2026-10-22
Dynamic Financial Group
UNCHANGED1,1761,17600%$439.5K$367.2K-$72.3K2026-10-28
Bull Street Advisors, LLC
UNCHANGED1,1721,17200%$438.0K$366.0K-$72.0K2026-10-20
Benchmark Financial Wealth Advisors, LLC
INCREASED1,1701,125+45+4%$420.3K$365.4K-$54.9K2026-10-20
Carter Financial Group, Inc.
INCREASED1,1671,162+5+0%$434.4K$364.6K-$69.8K2026-10-21
Boltwood Capital Management
INCREASED1,1631,128+35+3%$421.6K$363.2K-$58.4K2026-10-02
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED1,1611,16100%$433.9K$362.6K-$71.3K2026-10-21
Royal Palms Capital LLC
INCREASED1,1551,137+18+2%$424.9K$360.7K-$64.2K2026-10-23
Fidelity D & D Bancorp Inc
DECREASED1,1551,172-17-1%$438.0K$360.7K-$77.3K2026-11-05
Aletheian Wealth Advisors LLC
INCREASED1,1521,129+23+2%$421.9K$359.8K-$62.2K2026-10-08
Jnba Financial Advisors
INCREASED1,151518+633+122%$193.6K$359.4K+$165.9K2026-11-03
Financial Security Advisor, Inc.
UNCHANGED1,1511,15100%$430.2K$359.6K-$70.7K2026-11-03
Narus Financial Partners, LLC
DECREASED1,1501,177-27-2%$439.9K$359.1K-$80.8K2026-10-19
Elevation Wealth Management LLC
INCREASED1,149913+236+26%$341.2K$358.9K+$17.7K2026-11-02
Semus Wealth Partners LLC
DECREASED1,1481,218-70-6%$455.1K$358.5K-$96.6K2026-10-22
Adirondack Capital Advisors, LLC
INCREASED1,1451,133+12+1%$423.6K$357.7K-$65.9K2026-10-09
Kaydan Wealth Management, Inc.
DECREASED1,1441,361-217-16%$508.6K$357.3K-$151.4K2026-10-08
Kelsey Financial, LLC
DECREASED1,1411,153-12-1%$430.9K$356.3K-$74.6K2026-10-28
Sherman Wealth Management LLC
INCREASED1,1411,140+1+0%$425.9K$356.3K-$69.6K2026-10-16
Amplius Wealth Advisors, LLC
INCREASED1,1381,015+123+12%$379.2K$355.3K-$23.9K2026-10-20
Oarsman Capital, Inc.
INCREASED1,1371,117+20+2%$417.4K$355.1K-$62.3K2026-11-05
Parkshore Wealth Management, Inc.
UNCHANGED1,1351,13500%$424.3K$354.5K-$69.8K2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED1,1331,103+30+3%$412.2K$353.9K-$58.3K2026-10-27
Hohimer Wealth Management, LLC
INCREASED1,1281,099+29+3%$410.7K$352.3K-$58.5K2026-11-04
Banque de Luxembourg S.A.
NEW1,125—+1,125——$351.3K—2026-10-14
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED1,1241,12400%$420.1K$351.0K-$69.1K2026-10-30
Zega Investments, LLC
DECREASED1,1232,827-1,704-60%$1.1M$350.7K-$705.8K2026-11-04
EdgeRock Capital LLC
DECREASED1,1221,123-10%$419.7K$350.4K-$69.3K2026-11-03
Waystone Advisors LLC
UNCHANGED1,1181,11800%$417.8K$417.8K$02026-10-16
Three Seasons Wealth, LLC
INCREASED1,1161,000+116+12%$373.7K$348.5K-$25.2K2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED1,1141,102+12+1%$411.9K$347.9K-$64.0K2026-10-13
Warren Street Wealth Advisors, LLC
INCREASED1,113980+133+14%$366.3K$347.6K-$18.6K2026-11-04
Princeton Global Asset Management LLC
INCREASED1,111725+386+53%$271.1K$346.9K+$75.8K2026-10-21
Summit Wealth Group LLC / Co
DECREASED1,1101,158-48-4%$432.7K$346.6K-$86.0K2026-10-29
Third View Private Wealth, LLC
NEW1,105—+1,105——$345.1K—2026-10-30
Arvest Investments, Inc.
DECREASED1,1051,107-20%$413.7K$345.1K-$68.6K2026-10-21
Stockman Wealth Management, Inc.
UNCHANGED1,1011,10100%$411.5K$343.8K-$67.6K2026-10-27
Choice Wealth Advisors LLC
UNCHANGED1,0991,09900%$410.7K$343.2K-$67.5K2026-10-16
Vilga Financial Planning LLC
INCREASED1,0981,056+42+4%$394.7K$342.9K-$51.8K2026-10-09
Iron Financial LLC
UNCHANGED1,0881,08800%$406.6K$339.8K-$66.7K2026-10-23
Romano Brothers and Company
UNCHANGED1,0871,08700%$406.2K$339.5K-$66.8K2026-10-22
1834 Investment Advisors Co
UNCHANGED1,0871,08700%$406.2K$339.5K-$66.8K2026-10-16
Eubel Brady & Suttman Asset Management Inc
DECREASED1,0841,203-119-10%$450.0K$338.0K-$112.0K2026-11-04
Mountain Pacific Investment Advisers LLC
UNCHANGED1,0841,08400%$405.1K$338.5K-$66.6K2026-10-29
Independence Financial Advisors, LLC
INCREASED1,0831,036+47+5%$387.2K$338.1K-$49.1K2026-10-08
Weil Company, Inc.
INCREASED1,0811,018+63+6%$380.5K$337.5K-$43.1K2026-10-14
Optivise Advisory Services LLC
DECREASED1,0781,152-74-6%$430.4K$336.7K-$93.7K2026-10-19
Sterling Wealth Management, Inc.
DECREASED1,0761,156-80-7%$432.0K$336.0K-$96.0K2026-10-23
Alchemi Wealth, LLC
INCREASED1,0761,063+13+1%$397.3K$336.1K-$61.3K2026-11-04
Vision Financial Markets LLC
UNCHANGED1,0761,07600%$401.8K$335.7K-$66.0K2026-10-22
Fonville Wealth Management LLC
INCREASED1,075980+95+10%$366.3K$335.8K-$30.5K2026-10-28
Fermata Advisors, LLC
DECREASED1,0751,086-11-1%$405.7K$335.7K-$70.0K2026-10-13
Leisure Capital Management
UNCHANGED1,0741,07400%$401.4K$335.4K-$66.0K2026-11-03
Clear Wave Wealth Management LLC
DECREASED1,0731,089-16-1%$407.0K$335.1K-$71.9K2026-11-04
Fortress Financial Group, LLC
DECREASED1,0731,075-20%$401.8K$335.2K-$66.5K2026-10-21
Meadow Creek Wealth Advisors LLC
INCREASED1,067947+120+13%$353.9K$333.2K-$20.7K2026-11-02
KWB Wealth
DECREASED1,0661,074-8-1%$401.6K$333.0K-$68.6K2026-10-16
Foguth Wealth Management, Llc.
INCREASED1,064640+424+66%$218.3K$333.9K+$115.6K2026-10-19
Grey Ledge Advisors, LLC
INCREASED1,0641,001+63+6%$374.1K$332.4K-$41.7K2026-11-02
Valicenti Advisory Services Inc
INCREASED1,062861+201+23%$322$332.0K+$331.7K2026-10-23
JFS Wealth Advisors, LLC
DECREASED1,0621,238-176-14%$462.7K$331.7K-$131.0K2026-11-03
CKW Financial Group
DECREASED1,0621,064-20%$399.0K$332.0K-$67.0K2026-10-29
Crown Wealth Group, LLC
INCREASED1,059948+111+12%$354.3K$330.7K-$23.6K2026-10-19
Latitude Advisors, LLC
INCREASED1,0551,036+19+2%$387.1K$329.3K-$57.8K2026-10-27
Rose Capital Advisors LLC
NEW1,054—+1,054——$329.3K—2026-11-04
Independent Solutions Wealth Management, LLC
DECREASED1,0541,062-8-1%$396.9K$329.2K-$67.7K2026-10-28
Cypress Wealth Services, LLC
INCREASED1,0541,050+4+0%$392.3K$326.2K-$66.1K2026-10-21
Capital CS Group, LLC
NEW1,053—+1,053——$328.8K—2026-10-29
Smith Partners Wealth Management, LLC
INCREASED1,051811+240+30%$303.1K$328.2K+$25.1K2026-11-05
Master's Wealth Management Inc.
INCREASED1,0511,034+17+2%$386.4K$328.1K-$58.2K2026-10-22
Quad-Cities Investment Group, LLC
DECREASED1,0511,054-30%$394.0K$328.3K-$65.7K2026-10-16
Factor Wealth Management LTD
UNCHANGED1,0481,04800%$391.7K$327.3K-$64.4K2026-10-08
MRA Advisory Group
DECREASED1,0433,292-2,249-68%$1.2M$325.7K-$904.7K2026-10-07
Livet Wealth, LLC
DECREASED1,0431,107-64-6%$413.7K$325.7K-$88.0K2026-10-27
Coquina Private Wealth LLC
INCREASED1,0421,041+1+0%$388.9K$325.4K-$63.5K2026-10-27
TrueWealth Advisors, LLC
DECREASED1,0371,084-47-4%$405.2K$323.7K-$81.5K2026-10-09
Leo Wealth, LLC
NEW1,036—+1,036——$323.6K—2026-10-26
Gilman Hill Asset Management, LLC
DECREASED1,0301,068-38-4%$399.0K$321.6K-$77.5K2026-10-13
First Hawaiian Bank
INCREASED1,0291,004+25+2%$375.2K$321.3K-$53.9K2026-10-14
Client 1ST Advisory Group, LLC
INCREASED1,028941+87+9%$351.8K$321.1K-$30.7K2026-10-19
LongView Wealth Management
UNCHANGED1,0271,02700%$383.6K$320.7K-$63.0K2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED1,024982+42+4%$366.9K$319.7K-$47.2K2026-10-16
Royal Fund Management, LLC
UNCHANGED1,0231,02300%$382.5K$319.6K-$62.9K2026-10-22
Phillips Financial Management, LLC
INCREASED1,022947+75+8%$353.9K$319.2K-$34.8K2026-10-19
Wealth Advisory Solutions, LLC
INCREASED1,020811+209+26%$303.1K$318.5K+$15.4K2026-10-20
Net Worth Advisory Group
INCREASED1,019971+48+5%$363.1K$318.3K-$44.8K2026-10-20
Leslie Global Wealth, LLC
INCREASED1,0141,013+1+0%$378.6K$316.7K-$61.9K2026-10-26
Rainey & Randall Wealth Advisors Inc.
DECREASED1,0121,038-26-2%$387.9K$316.0K-$71.9K2026-10-26
Rise Advisors, LLC
INCREASED1,011889+122+14%$332.3K$315.7K-$16.5K2026-10-16
Franklin Street Advisors Inc
INCREASED1,009994+15+2%$371.6K$315.2K-$56.4K2026-10-13
Cooper S Advisors, LLC
INCREASED1,008937+71+8%$350.2K$314.9K-$35.3K2026-11-03
Cosner Financial Group, LLC
UNCHANGED1,0051,00500%$375.7K$313.9K-$61.8K2026-11-03
Bender Robert & Associates
NEW1,004—+1,004——$313.5K—2026-10-21
Signet Investment Advisory Group, Inc.
UNCHANGED1,0031,00300%$374.9K$313.2K-$61.6K2026-10-30
Pines Wealth Management, LLC
DECREASED1,0001,089-89-8%$407.1K$312.3K-$94.7K2026-10-21
Avondale Wealth Management
UNCHANGED1,0001,00000%$373.7K$312.3K-$61.4K2026-10-15
Bucket List Wealth Management, LLC
DECREASED9961,007-11-1%$376.2K$310.9K-$65.3K2026-10-22
Family Investment Center, Inc.
NEW992—+992——$309.9K—2026-10-19
Barry Investment Advisors, LLC
INCREASED988987+1+0%$368.8K$308.4K-$60.4K2026-10-14
Landaas & Co
INCREASED987617+370+60%$230.5K$308.1K+$77.7K2026-10-29
New England Capital Financial Advisors LLC
DECREASED9841,237-253-20%$462.1K$307.3K-$154.8K2026-11-03
Titleist Asset Management, LLC
INCREASED983806+177+22%$301.2K$307.1K+$5.9K2026-10-08
Owl Creek Wealth Partners LLC
DECREASED9831,027-44-4%$383.8K$307.0K-$76.8K2026-10-20
Apollon Financial, LLC
NEW981—+981——$306.4K—2026-10-23
Summit Asset Management, LLC
INCREASED978965+13+1%$360.6K$305.4K-$55.2K2026-11-05
Gradient Investments LLC
INCREASED975765+210+27%$285.8K$304.4K+$18.6K2026-10-08
Fortitude Family Office, LLC
INCREASED974524+450+86%$195.8K$304.2K+$108.3K2026-10-14
Journey Retirement Planning & Investment Management LLC
INCREASED971664+307+46%$248.3K$303.4K+$55.1K2026-10-09
Tortuga Wealth Management, Inc
DECREASED9691,174-205-17%$438.7K$302.9K-$135.8K2026-10-27
Mann Financial Group, Inc.
UNCHANGED96996900%$362.1K$302.6K-$59.5K2026-10-15
Level Wealth Management LLC
UNCHANGED96696600%$361.0K$301.7K-$59.4K2026-10-23
Affinity Capital Advisors, LLC
INCREASED965932+33+4%$352.9K$297.4K-$55.5K2026-10-13
Harmony Asset Management LLC
UNCHANGED96596500%$360.7K$301.5K-$59.2K2026-10-20
Cerro Pacific Wealth Advisors LLC
INCREASED963931+32+3%$348.0K$300.7K-$47.2K2026-10-22
Patton Albertson Miller Group, LLC
INCREASED962953+9+1%$356.2K$300.4K-$55.7K2026-10-26
Capstone Wealth Management Group, Inc.
UNCHANGED96296200%$359.4K$300.5K-$59.0K2026-10-19
Hughes Financial Services, LLC
DECREASED961962-10%$359.5K$300.8K-$58.7K2026-10-30
Northwest Financial Advisors
DECREASED958968-10-1%$361.8K$299.2K-$62.6K2026-10-27
Signature Equity Partners, LLC
DECREASED9561,102-146-13%$411.7K$298.6K-$113.1K2026-10-29
Verus Capital Partners, LLC
DECREASED9511,272-321-25%$475.5K$297.1K-$178.4K2026-11-03
Pacific Wealth Strategies Group, Inc.
DECREASED9501,228-278-23%$459.0K$296.7K-$162.3K2026-11-02
Davidson Kahn Capital Management, LLC
INCREASED948947+1+0%$353.9K$296.1K-$57.8K2026-10-26
Eclectic Associates Inc
DECREASED9451,135-190-17%$424.0K$295.1K-$128.9K2026-10-09
Commerce Advisors, LLC
DECREASED944963-19-2%$359.9K$294.9K-$65.1K2026-10-19
MN Wealth Advisors, LLC
DECREASED9431,038-95-9%$387.9K$294.7K-$93.2K2026-10-23
Tanager Wealth Management LLP
INCREASED942796+146+18%$297.5K$294.2K-$3.3K2026-10-19
Essex Investment Management Co LLC
DECREASED941950-9-1%$355.0K$293.9K-$61.2K2026-10-19
Financial Consulate, Inc
UNCHANGED94194100%$351.5K$293.7K-$57.8K2026-10-23
Nova Financial LLC
NEW939—+939——$293.2K—2026-11-04
EPG Wealth Management LLC
INCREASED938733+205+28%$274.1K$292.9K+$18.9K2026-11-03
TradeWell Securities, Llc.
UNCHANGED93893800%$350.5K$293.1K-$57.5K2026-10-21
Whitener Capital Management, Inc.
INCREASED936929+7+1%$347.3K$292.4K-$54.9K2026-10-15
Peddock Capital Advisors, LLC
DECREASED9341,087-153-14%$406.2K$291.7K-$114.6K2026-10-16
Veery Capital, LLC
DECREASED933940-7-1%$351.5K$291.3K-$60.2K2026-10-07
Verity & Verity, LLC
INCREASED931930+1+0%$347.8K$290.6K-$57.2K2026-10-23
MontVue Capital Management, Inc.
UNCHANGED93193100%$347.9K$290.7K-$57.2K2026-10-19
Virtue Asset Management LLC
INCREASED926824+102+12%$308.0K$289.0K-$18.9K2026-10-21
Sterling Financial Planning, Inc.
DECREASED9251,072-147-14%$400.7K$288.9K-$111.8K2026-10-28
O'Keefe Stevens Advisory, Inc.
UNCHANGED92492400%$345.3K$288.7K-$56.6K2026-10-09
Retirement Planning Group, LLC
DECREASED9231,094-171-16%$409.0K$288.4K-$120.6K2026-10-19
Acorn Creek Capital LLC
INCREASED922830+92+11%$310.2K$288.0K-$22.3K2026-11-05
Ring Mountain Capital, LLC
INCREASED920884+36+4%$330.4K$287.3K-$43.1K2026-10-13
CFM Wealth Partners LLC
INCREASED919911+8+1%$340.5K$287.0K-$53.5K2026-11-05
Box Hill Private Wealth LLC
DECREASED919924-5-1%$345.3K$287.0K-$58.3K2026-10-05
Financial Solutions Advisory Group, Inc.
INCREASED919915+4+0%$328.5K$288.4K-$40.1K2026-10-28
Beverly Hills Private Wealth, LLC
DECREASED9141,547-633-41%$578.2K$285.5K-$292.7K2026-11-04
Family Capital Management, Inc.
DECREASED913948-35-4%$354.3K$285.0K-$69.3K2026-11-03
West Paces Advisors Inc.
INCREASED913889+24+3%$332.2K$285.1K-$47.1K2026-10-13
Accel Wealth Management
INCREASED912768+144+19%$286.9K$284.9K-$2.1K2026-10-13
Pacific Sage Partners, LLC
UNCHANGED91191100%$340.5K$284.5K-$56.0K2026-10-21
WPG Advisers, LLC
INCREASED910897+13+1%$335.2K$284.2K-$51.1K2026-10-27
Rachor Investment Advisory Services, LLC
DECREASED910911-10%$340.4K$284.2K-$56.2K2026-10-29
Pittenger & Anderson Inc
DECREASED9071,057-150-14%$395.0K$283.2K-$111.8K2026-11-02
Saxony Capital Management, LLC
INCREASED904782+122+16%$292.3K$282.3K-$9.9K2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED904955-51-5%$356.8K$282.3K-$74.5K2026-11-03
UMB Private Wealth Management, LLC
NEW900—+900——$281.1K—2026-10-19
University of Texas S AM Investment Management Co
INCREASED900734+166+23%$274.3K$281.1K+$6.7K2026-11-03
Veltria Advisors Corp.
UNCHANGED90090000%$336.4K$281.1K-$55.3K2026-11-05
Private Wealth Management Group, LLC
DECREASED899900-10%$336.4K$280.7K-$55.6K2026-10-19
Guidance Capital, Inc
INCREASED897896+1+0%$309.9K$283.2K-$26.8K2026-11-03
Firestone Capital Management
UNCHANGED89489400%$334.0K$279.1K-$54.9K2026-11-03
Fusion Family Wealth, LLC
UNCHANGED89389300%$333.7K$278.9K-$54.9K2026-11-02
Insight Advisors, LLC/ PA
INCREASED892890+2+0%$332.7K$278.6K-$54.1K2026-10-22
Stablepoint Partners, LLC
DECREASED891895-40%$334.5K$278.3K-$56.2K2026-11-03
Ellis Investment Partners, LLC
INCREASED884854+30+4%$319.4K$276.2K-$43.2K2026-10-21
Strata Wealth Advisors, LLC
INCREASED884880+4+0%$328.9K$276.1K-$52.8K2026-10-16
Aspire Private Capital, LLC
DECREASED884885-10%$330.6K$276.1K-$54.5K2026-11-05
Buck Wealth Strategies, LLC
INCREASED883872+11+1%$325.9K$275.8K-$50.1K2026-10-28
Country Trust Bank
UNCHANGED88188100%$329.3K$275.1K-$54.1K2026-10-30
John G Ullman & Associates Inc
DECREASED880981-101-10%$366.6K$274.8K-$91.8K2026-11-04
Sunburst Financial Group, LLC
INCREASED879873+6+1%$326.3K$274.5K-$51.8K2026-10-09
One Way Holdings LLC
INCREASED877769+108+14%$287.2K$273.8K-$13.4K2026-10-29
MBA Advisors LLC
DECREASED877892-15-2%$333.4K$273.9K-$59.5K2026-10-29
Madrona Financial Services, LLC
INCREASED877874+3+0%$326.5K$273.7K-$52.7K2026-10-23
Scissortail Wealth Management, LLC
INCREASED869647+222+34%$241.8K$271.4K+$29.6K2026-11-03
Birchbrook, Inc.
UNCHANGED86886800%$324.4K$271.1K-$53.3K2026-10-14
Cora Capital Advisors LLC
INCREASED867862+5+1%$322.1K$270.7K-$51.4K2026-11-02
TruNorth Capital Management, LLC
INCREASED857615+242+39%$229.8K$267.6K+$37.8K2026-10-14
High Net Worth Advisory Group LLC
INCREASED857856+1+0%$320.3K$267.8K-$52.4K2026-10-26
Index Fund Advisors, Inc.
INCREASED856854+2+0%$319.3K$267.2K-$52.0K2026-11-05
Planning Strategies Inc.
INCREASED855534+321+60%$199.6K$267.0K+$67.4K2026-10-02
Asset Dedication, LLC
DECREASED855919-64-7%$343.5K$267.0K-$76.5K2026-11-03
Creekside Partners
UNCHANGED85285200%$318.3K$266.0K-$52.3K2026-11-04
Vima LLC
UNCHANGED85085000%$317.7K$265.5K-$52.2K2026-10-23
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED8491,270-421-33%$474.6K$265.2K-$209.4K2026-10-14
Bell Investment Advisors, Inc
INCREASED849830+19+2%$310.2K$265.1K-$45.1K2026-10-29
Embree Financial Group
DECREASED845853-8-1%$318.8K$263.9K-$54.9K2026-10-22
Yoder Wealth Management, Inc.
INCREASED844822+22+3%$307.2K$263.6K-$43.6K2026-10-13
OMC Financial Services LTD
NEW842—+842——$262.9K—2026-10-19
Mainsail Asset Management, LLC
DECREASED8391,038-199-19%$362.0K$259.5K-$102.4K2026-10-14
Nolet Wealth Management, LLC
DECREASED838841-30%$314.2K$261.6K-$52.6K2026-10-15
Penobscot Wealth Management
UNCHANGED83783700%$312.8K$261.4K-$51.4K2026-10-21
Summit Financial Strategies, Inc.
UNCHANGED83783700%$313.0K$261.5K-$51.5K2026-10-14
Triumph Capital Management
DECREASED8341,141-307-27%$426.5K$260.5K-$166.0K2026-10-14
D.B. Root & Company, LLC
DECREASED831843-12-1%$315.1K$259.5K-$55.5K2026-11-04
KFA Private Wealth Group, LLC
INCREASED828822+6+1%$307.3K$258.6K-$48.7K2026-10-07
Future Financial Wealth Managment LLC
INCREASED826825+1+0%$288.1K$257.9K-$30.2K2026-10-15
Foundation Wealth Management, LLC
NEW824—+824——$257.3K—2026-10-22
Crescent Grove Advisors, LLC
NEW823—+823——$256.9K—2026-10-21
Clarity Wealth Advisors, LLC
DECREASED822851-29-3%$318.1K$256.6K-$61.6K2026-10-21
Smith Chas P & Associates PA Cpas
UNCHANGED82082000%$306.3K$257.2K-$49.1K2026-10-22
Levin Capital Strategies, L.P.
UNCHANGED81981900%$306.1K$255.8K-$50.3K2026-11-02
Tenzing Financial LLC
DECREASED818822-40%$311.3K$254.7K-$56.7K2026-11-03
KRM Wealth Management L.L.C.
INCREASED816815+1+0%$304.7K$255.0K-$49.8K2026-11-02
Isthmus Partners, LLC
UNCHANGED81681600%$305.0K$254.8K-$50.1K2026-10-21
First Merchants Corp
INCREASED814708+106+15%$264.6K$254.2K-$10.4K2026-10-15
S&A Financial Services, Inc.
UNCHANGED81281200%$303.3K$253.4K-$49.9K2026-11-03
Regatta Capital Group, LLC
NEW810—+810——$253.0K—2026-10-23
Trust Co
UNCHANGED81081000%$302.7K$253.0K-$49.8K2026-10-09
Legacy Wealth Partners, LLC
DECREASED8091,197-388-32%$447.4K$252.6K-$194.7K2026-10-15
Live Oak Private Wealth LLC
INCREASED808676+132+20%$252.6K$252.3K-$3112026-11-02
Greater Midwest Financial Group, LLC
INCREASED807806+1+0%$301.4K$252.2K-$49.2K2026-10-13
Bayban
UNCHANGED80780700%$301.6K$301.6K$02026-11-05
Greenhouse Wealth Management, LLC
UNCHANGED80680600%$301.3K$251.7K-$49.5K2026-10-20
Capital Planning LLC
DECREASED8051,044-239-23%$390.2K$251.4K-$138.8K2026-10-09
Brown Miller Wealth Management, LLC
INCREASED805766+39+5%$286.1K$251.3K-$34.9K2026-11-02
Wilkins Miller Wealth Management, LLC
UNCHANGED80480400%$300.3K$251.0K-$49.4K2026-10-13
Kagan Cocozza Asset Management
UNCHANGED80380300%$300.1K$250.8K-$49.3K2026-10-19
City Center Advisors, LLC
INCREASED796786+10+1%$293.8K$248.6K-$45.2K2026-10-08
Silvia Mccoll Wealth Management, LLC
UNCHANGED79579500%$297.1K$248.3K-$48.8K2026-10-07
Madson Wealth Advisors Inc
UNCHANGED79479400%$296.6K$248.0K-$48.6K2026-10-13
Sierra Summit Advisors LLC
NEW791—+791——$247.0K—2026-10-28
Sigma Investment Counselors Inc
DECREASED7904,843-4,053-84%$1.8M$246.6K-$1.6M2026-10-27
Innova Wealth Partners
NEW789—+789——$246.4K—2026-10-21
KFG Wealth Management, LLC
DECREASED787794-7-1%$296.7K$245.6K-$51.1K2026-10-16
Horizon Advisory Services, Inc.
UNCHANGED78678600%$293.8K$245.5K-$48.3K2026-10-29
St. Louis Trust Co
UNCHANGED78678600%$807.3K$245.5K-$561.8K2026-11-03
Investmark Advisory Group LLC
NEW784—+784——$244.9K—2026-10-27
Pachira Investments Inc.
INCREASED782734+48+7%$274.2K$244.2K-$30.0K2026-10-14
Level Financial Advisors
DECREASED779847-68-8%$316.5K$243.3K-$73.3K2026-10-13
Matauro, LLC
INCREASED779744+35+5%$278.1K$243.3K-$34.8K2026-11-03
Willis Johnson Wealth, Inc.
UNCHANGED77977900%$291.3K$243.4K-$47.9K2026-11-03
Sweeney & Michel, LLC
DECREASED773916-143-16%$339.0K$241.4K-$97.6K2026-10-16
Urban Wealth Management, LLC
UNCHANGED77277200%$288.5K$241.1K-$47.4K2026-10-21
Seamount Financial Group Inc
DECREASED765802-37-5%$299.7K$238.9K-$60.8K2026-10-21
Taylor Securities Services, Inc.
UNCHANGED76576500%$285.9K$238.9K-$47.0K2026-10-20
Spectrum Planning & Advisory Services Inc.
INCREASED764763+1+0%$285.3K$238.7K-$46.6K2026-11-05
GW Henssler & Associates LTD
INCREASED763753+10+1%$281.4K$238.3K-$43.1K2026-10-26
Heartwood Wealth Advisors LLC
INCREASED759705+54+8%$263.5K$237.0K-$26.5K2026-10-05
Towerpoint Wealth, LLC
DECREASED758773-15-2%$289.0K$236.8K-$52.2K2026-10-13
Vista Investment Partners II, LLC
INCREASED758757+1+0%$283.0K$236.6K-$46.4K2026-10-15
Stevens Capital Partners
INCREASED757538+219+41%$201.2K$236.6K+$35.4K2026-10-29
Asset One Wealth Management LLC
INCREASED754599+155+26%$215.7K$235.4K+$19.6K2026-11-02
Bellecapital International Ltd.
NEW753—+753——$235.2K—2026-10-21
Eagle Wealth Strategies LLC
INCREASED753725+28+4%$271.0K$235.2K-$35.8K2026-10-20
Bfsg, LLC
INCREASED752711+41+6%$265.7K$234.9K-$30.9K2026-10-30
Worthington Financial Partners, LLC
INCREASED751750+1+0%$280.3K$234.5K-$45.8K2026-10-13
Lifetime Wealth Management P.C.
UNCHANGED75075000%$280.3K$234.2K-$46.1K2026-10-29
Peck Wealth Management, LLC
UNCHANGED75075000%$280.3K$234.2K-$46.1K2026-10-29
CLG LLC
DECREASED749761-12-2%$284.4K$233.9K-$50.5K2026-10-13
Brown Wealth Management, LLC
INCREASED748734+14+2%$274.3K$233.7K-$40.6K2026-10-20
James J. Burns & Company, LLC
UNCHANGED74774700%$279.1K$233.2K-$45.9K2026-10-22
Paragon Advisors, LLC
NEW746—+746——$233.0K—2026-11-03
Avid Wealth Partners LLC
INCREASED746742+4+1%$277.3K$233.0K-$44.3K2026-11-03
Burns J W & Co Inc
UNCHANGED74574500%$278.4K$232.7K-$45.8K2026-10-20
WestHill Financial Advisors, Inc.
INCREASED744729+15+2%$272.3K$232.3K-$40.1K2026-10-14
Basso Capital Management, L.P.
INCREASED743742+1+0%$277.3K$232.0K-$45.3K2026-10-30
Manske Wealth Management
UNCHANGED74174100%$277.1K$231.6K-$45.6K2026-10-26
Private Capital Advisors, Inc.
NEW740—+740——$231.1K—2026-10-06
Arbor Investment Advisors, LLC
DECREASED737837-100-12%$312.8K$230.2K-$82.7K2026-10-26
GLR Partners, LLC
NEW736—+736——$229.9K—2026-11-04
Pzena Investment Management LLC
UNCHANGED73673600%$275.1K$229.8K-$45.2K2026-10-30
BlueChip Wealth Advisors LLC
INCREASED735702+33+5%$262.4K$229.6K-$32.8K2026-11-03
Morton Capital Management LLC
INCREASED734699+35+5%$261.4K$229.1K-$32.3K2026-10-23
Price Financial Group Wealth Management, Inc
NEW733—+733——$226.5K—2026-11-02
Sara-Bay Financial
UNCHANGED73373300%$273.9K$228.9K-$45.0K2026-10-21
Tsfg, LLC
DECREASED732977-245-25%$365.0K$229.0K-$136.0K2026-10-23
Diversified Management Inc
INCREASED732621+111+18%$232.0K$228.6K-$3.4K2026-10-08
August Group Capital Ltd
DECREASED732759-27-4%$283.3K$228.3K-$55.0K2026-10-14
Wiser Wealth Management, Inc
INCREASED731696+35+5%$260.1K$228.3K-$31.8K2026-10-14
Blue Zone Wealth Advisors, LLC
INCREASED730663+67+10%$247.8K$228.0K-$19.8K2026-10-19
Paragon Capital Management Ltd
DECREASED728738-10-1%$276.0K$227.2K-$48.8K2026-10-09
KTF Investments, LLC
UNCHANGED72872800%$272.1K$227.3K-$44.7K2026-10-23
Aurora Private Wealth, Inc.
INCREASED726709+17+2%$265.0K$227.0K-$38.0K2026-10-20
Northland Securities, Inc.
UNCHANGED72572500%$271.0K$226.4K-$44.5K2026-11-02
Nautilus Advisors LLC
INCREASED724688+36+5%$247.1K$226.3K-$20.9K2026-10-07
Cherrydale Wealth Management, LLC
INCREASED724718+6+1%$268.5K$226.2K-$42.3K2026-10-20
New Wave Wealth Advisors LLC
NEW723—+723——$223.0K—2026-10-19
Dixon Fnancial Services, Inc.
DECREASED722725-30%$271.0K$225.4K-$45.5K2026-10-23
RAM Investment Partners, LLC
INCREASED720685+35+5%$256.1K$224.9K-$31.2K2026-10-21
Arista Wealth Management, LLC
INCREASED720689+31+5%$257.5K$224.9K-$32.6K2026-10-29
Planned Solutions, Inc.
INCREASED719651+68+10%$243.3K$224.5K-$18.8K2026-10-19
Lake Street Private Wealth, LLC
UNCHANGED71871800%$268.4K$224.3K-$44.1K2026-10-22
Seven Hills Financial, LLC
NEW717—+717——$223.9K—2026-10-13
Arkfeld Wealth Strategies, L.L.C.
DECREASED716725-9-1%$274.7K$217.5K-$57.2K2026-10-19
Uhlmann Price Securities, LLC
DECREASED714716-20%$267.6K$223.0K-$44.6K2026-11-03
Rare Wolf Capital LLC
UNCHANGED71371300%$266.5K$222.7K-$43.8K2026-10-20
Altus Wealth Group LLC
DECREASED712784-72-9%$293.0K$222.4K-$70.7K2026-10-20
Fiduciary Financial Group, LLC
INCREASED712704+8+1%$263.0K$222.4K-$40.7K2026-10-13
Legacy Financial Strategies, LLC
DECREASED712719-7-1%$268.7K$222.4K-$46.4K2026-10-15
Mayfair Advisory Group, LLC
UNCHANGED71271200%$251.9K$222.4K-$29.5K2026-10-20
Chemung Canal Trust Co
INCREASED710704+6+1%$263.1K$221.7K-$41.4K2026-11-04
GFS Advisors, LLC
NEW708—+708——$221.0K—2026-11-03
waypoint wealth counsel
INCREASED706611+95+16%$228.4K$220.5K-$7.9K2026-10-22
Echo45 Advisors LLC
INCREASED705609+96+16%$227.6K$220.3K-$7.3K2026-10-07
Kohmann Bosshard Financial Services, LLC
INCREASED705694+11+2%$259.4K$220.2K-$39.2K2026-11-04
Patriot Investment Management Group, Inc.
UNCHANGED70270200%$262.4K$219.2K-$43.1K2026-10-15
Lauer Wealth, LLC
DECREASED7001,070-370-35%$378.5K$213.9K-$164.6K2026-10-13
GFG Capital, LLC
DECREASED700752-52-7%$281.0K$218.6K-$62.4K2026-10-16
Sard Wealth Management Group, LLC
INCREASED700655+45+7%$245.0K$218.5K-$26.5K2026-10-16
Montchanin Asset Management, LLC
UNCHANGED70070000%$262.0K$219.0K-$43.0K2026-11-02
Mattern Wealth Management LLC
UNCHANGED70070000%$261.6K$218.6K-$43.0K2026-11-04
626 Financial, LLC
UNCHANGED69969900%$261.1K$218.1K-$42.9K2026-11-04
Taylor & Morgan Wealth Management, LLC
DECREASED698708-10-1%$264.5K$218.0K-$46.5K2026-10-09
Private Client Services, LLC
DECREASED698700-20%$261.6K$218.1K-$43.5K2026-10-02
Sage Mountain Advisors LLC
DECREASED695756-61-8%$282.5K$217.0K-$65.5K2026-11-02
Gutierrez Wealth Advisory, LLC
NEW694—+694——$216.9K—2026-11-02
Holos Integrated Wealth LLC
UNCHANGED69469400%$254.7K$216.0K-$38.7K2026-10-23
Wedgewood Investors Inc
UNCHANGED69469400%$259.4K$216.7K-$42.6K2026-10-28
Ceera Investments, LLC
UNCHANGED69469400%$259.4K$216.7K-$42.6K2026-11-02
Summit Financial Wealth Advisors, LLC
INCREASED693575+118+21%$214.9K$216.4K+$1.5K2026-10-15
Northcape Wealth Management, LLC
INCREASED693662+31+5%$247.4K$216.4K-$31.0K2026-11-04
Strategy Asset Managers LLC
DECREASED6924,404-3,712-84%$1.6M$216.1K-$1.4M2026-10-14
Prosperity Financial Group, Inc.
DECREASED692713-21-3%$266.5K$216.1K-$50.4K2026-10-29
Pettinga Financial Advisors LLC
UNCHANGED69169100%$258.2K$215.8K-$42.5K2026-10-13
Global Wealth Management Investment Advisory, Inc.
NEW690—+690——$215.5K—2026-11-04
Creative Capital Management Investments LLC
INCREASED689656+33+5%$245.2K$215.2K-$30.0K2026-10-28
Trinity Financial Advisors LLC
UNCHANGED68668600%$256.4K$214.2K-$42.1K2026-10-09
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED68568500%$256.0K$213.9K-$42.1K2026-11-03
Howard Wealth Management, LLC
UNCHANGED68468400%$255.7K$213.8K-$41.9K2026-10-28
Seven Mile Advisory
DECREASED683760-77-10%$284.0K$213.3K-$70.7K2026-10-22
Joseph P. Lucia & Associates, LLC
UNCHANGED68268200%$254.7K$212.8K-$41.9K2026-10-30
Mustard Seed Financial, LLC
DECREASED681735-54-7%$274.7K$212.7K-$62.0K2026-10-30
KRS Capital Management, LLC
DECREASED680759-79-10%$283.8K$212.3K-$71.5K2026-10-16
Wealth Advisory Team LLC
UNCHANGED67867800%$253.3K$211.7K-$41.6K2026-11-05
RBA Wealth Management, LLC
NEW677—+677——$211.4K—2026-10-28
Morling Financial Advisors, LLC
INCREASED677673+4+1%$251.5K$211.4K-$40.1K2026-10-28
Granite Islands Private Wealth, LLC
INCREASED675556+119+21%$207.8K$210.8K+$3.0K2026-10-16
DecisionMap Wealth Management, LLC
DECREASED675677-20%$253.0K$210.8K-$42.2K2026-10-29
Brian LOW Financial Group, LLC
DECREASED675676-10%$252.8K$210.9K-$41.8K2026-10-28
First Affirmative Financial Network
NEW674—+674——$210.6K—2026-10-21
Avaii Wealth Management, LLC
DECREASED673831-158-19%$310.6K$208.3K-$102.2K2026-10-09
Inspirion Wealth Advisors, LLC
UNCHANGED67267200%$252.0K$209.9K-$42.1K2026-10-09
Ridgecrest Wealth Partners, LLC
DECREASED671676-5-1%$252.7K$209.5K-$43.1K2026-10-19
McCollum Christoferson Group LLC
NEW670—+670——$209.2K—2026-10-13
Instrumental Wealth, LLC
INCREASED669658+11+2%$245.8K$209.0K-$36.8K2026-10-20
Aafmaa Wealth Management & Trust LLC
UNCHANGED66966900%$250.0K$208.9K-$41.1K2026-10-14
Maltin Wealth Management, Inc.
UNCHANGED66866800%$249.6K$208.6K-$41.0K2026-10-13
Clear Trail Advisors, LLC
UNCHANGED66766700%$249.2K$208.2K-$41.0K2026-10-20
Samalin Investment Counsel, LLC
INCREASED666665+1+0%$248.7K$208.0K-$40.7K2026-10-23
XY Planning Network, Inc.
NEW663—+663——$207.1K—2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED663671-8-1%$250.7K$207.1K-$43.6K2026-10-13
Orca Wealth Management, LLC
INCREASED662579+83+14%$216.5K$206.8K-$9.6K2026-10-14
Park Capital Management, LLC / WI
INCREASED661637+24+4%$238.2K$206.5K-$31.7K2026-10-13
Founders Capital Management, LLC
UNCHANGED66166100%$247.0K$206.4K-$40.6K2026-10-23
SilverOak Wealth Management LLC
UNCHANGED66066000%$246.7K$206.1K-$40.6K2026-10-29
Balance Wealth Partners LLC
DECREASED659737-78-11%$275.3K$206.1K-$69.2K2026-10-27
Inman Jager Wealth Management, LLC
DECREASED659686-27-4%$256.4K$205.8K-$50.6K2026-11-05
Shira Ridge Wealth Management
UNCHANGED65865800%$245.9K$205.5K-$40.4K2026-10-09
New England Professional Planning Group Inc.
UNCHANGED65565500%$244.8K$204.6K-$40.2K2026-10-29
Olympiad Research LP
NEW654—+654——$204.2K—2026-11-04
Sagace Wealth Management LLC
DECREASED653701-48-7%$262.0K$203.9K-$58.1K2026-10-28
Independent Wealth Network Inc.
INCREASED653611+42+7%$228.2K$203.8K-$24.4K2026-10-19
Advisory Solutions Group, LLC
NEW652—+652——$203.7K—2026-10-14
Greenbush Financial Group, LLC
INCREASED652651+1+0%$243.3K$203.5K-$39.8K2026-10-15
Simplify Asset Management Inc.
DECREASED6511,643-992-60%$614.0K$203.3K-$410.7K2026-10-27
Townsend Asset Management Corp
INCREASED651570+81+14%$213.0K$203.3K-$9.7K2026-10-29
IFG Advisors, LLC
DECREASED650671-21-3%$250.9K$203.1K-$47.8K2026-10-15
Beirne Wealth Consulting Services, LLC
UNCHANGED65065000%$242.9K$203.0K-$39.9K2026-10-19
Rubicon Advisors, GP
NEW649—+649——$202.8K—2026-10-23
Able Financial Group, LLC
NEW647—+647——$202.0K—2026-10-14
DT Investment Partners, LLC
DECREASED647697-50-7%$260.5K$202.1K-$58.4K2026-10-27
Luts & Greenleigh Group, Inc.
DECREASED647678-31-5%$253.3K$202.1K-$51.2K2026-11-05
Tenet Wealth Partners, LLC
DECREASED645672-27-4%$243.0K$201.4K-$41.6K2026-10-19
Wealth Quarterback LLC
DECREASED645655-10-2%$244.9K$201.4K-$43.5K2026-10-20
Fulcrum Capital LLC
NEW642—+642——$200.5K—2026-10-15
Means Investment Co., Inc.
DECREASED6421,887-1,245-66%$705.1K$200.6K-$504.5K2026-11-03
Colonial River Investments, LLC
INCREASED642550+92+17%$205.6K$200.5K-$5.1K2026-10-19
Gen-Wealth Partners Inc
INCREASED636531+105+20%$198.3K$198.6K+$3602026-11-04
Cornerstone National Bank & Trust Co
NEW625—+625——$195.2K—2026-10-20
First Community Trust NA
UNCHANGED61861800%$231.0K$193.0K-$38.0K2026-10-07
Strategic Advocates LLC
DECREASED612672-60-9%$251.1K$191.1K-$60.0K2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED60660600%$226.5K$189.2K-$37.2K2026-10-15
Manchester Capital Management LLC
DECREASED596688-92-13%$257.1K$186.1K-$71.0K2026-10-22
First United Bank & Trust
INCREASED587437+150+34%$163.3K$183.3K+$20.0K2026-10-22
Ashurst Perkins Coie Trust Co
INCREASED580492+88+18%$183.9K$181.1K-$2.7K2026-10-15
Archer Investment Corp
INCREASED572360+212+59%$134.4K$178.6K+$44.1K2026-11-05
Pathway Financial Advisers, LLC
INCREASED567550+17+3%$205.6K$177.1K-$28.5K2026-10-27
Western Pacific Wealth Management, LP
INCREASED566441+125+28%$164.8K$176.8K+$11.9K2026-10-16
Old Second National Bank of Aurora
DECREASED556616-60-10%$230.2K$173.6K-$56.6K2026-10-22
Arlington Trust Co LLC
INCREASED553419+134+32%$156.6K$172.7K+$16.1K2026-10-20
Maseco LLP
INCREASED548533+15+3%$199.0K$171.2K-$27.8K2026-10-27
Main Street Group, LTD
DECREASED533552-19-3%$206.3K$166.4K-$39.8K2026-10-28
Olistico Wealth, LLC
UNCHANGED53053000%$198.1K$165.5K-$32.6K2026-10-05
Global Trust Asset Management, LLC
UNCHANGED52552500%$196.2K$164.0K-$32.3K2026-10-19
Quaker Wealth Management, LLC
INCREASED524444+80+18%$165.9K$163.6K-$2.3K2026-10-22
RMG Wealth Management LLC
UNCHANGED52452400%$191.5K$151.9K-$39.6K2026-10-26
James T. Borello RIA
INCREASED519470+49+10%$175.7K$162.1K-$13.6K2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED51951900%$194.0K$162.1K-$31.9K2026-10-23
Evolution Wealth Management Inc.
INCREASED510128+382+298%$47.8K$159.3K+$111.4K2026-10-28
Concord Wealth Partners
DECREASED506763-257-34%$285.2K$157.9K-$127.3K2026-11-02
GGM Financial LLC
INCREASED506381+125+33%$142.3K$157.9K+$15.6K2026-11-05
Wealth Enhancement Trust Services, Inc.
INCREASED500463+37+8%$173.0K$156.1K-$16.9K2026-10-07
Summit Securities Group LLC
INCREASED486242+244+101%$90.4K$151.8K+$61.3K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4781,540-1,062-69%$575.6K$149.4K-$426.2K2026-10-14
Trifecta Capital Advisors, LLC
UNCHANGED47547500%$177.5K$148.3K-$29.2K2026-10-21
First Financial Corp
UNCHANGED47547500%$177.5K$148.3K-$29.2K2026-10-13
McCarley & Cook Financial Planners
UNCHANGED45945900%$171.6K$143.4K-$28.2K2026-10-21
Mascoma Wealth Management LLC
DECREASED446450-4-1%$168.3K$139.3K-$29.0K2026-10-23
Birch Financial Group, LLC
NEW440—+440——$137.3K—2026-10-27
Peterson Wealth Services
INCREASED440226+214+95%$84.5K$137.4K+$52.9K2026-10-26
SRH Advisors, LLC
UNCHANGED43743700%$163.3K$136.5K-$26.8K2026-10-22
Rakuten Securities, Inc.
DECREASED432562-130-23%$210.0K$134.9K-$75.1K2026-11-02
Adkins Seale Capital Management LLC
UNCHANGED42842800%$160.0K$133.7K-$26.3K2026-10-27
Pacifica Partners Inc.
UNCHANGED42642600%$160.8K$133.1K-$27.7K2026-10-09
Granite FO LLC
UNCHANGED42142100%$157.3K$131.5K-$25.9K2026-10-14
Advocate Investing Services LLC
UNCHANGED42142100%$157.4K$131.6K-$25.8K2026-10-26
Prism Planning Partners LLC
NEW420—+420——$131.1K—2026-10-27
Hurley Capital, LLC
INCREASED401400+1+0%$149.5K$125.2K-$24.3K2026-11-05
Southern Michigan Bank & Trust
UNCHANGED40040000%$149.5K$124.9K-$24.6K2026-10-19
Birchwood Financial Partners, Inc.
INCREASED392375+17+5%$140.1K$122.4K-$17.7K2026-11-02
Toth Financial Advisory Corp
INCREASED391338+53+16%$126.3K$122.1K-$4.2K2026-10-08
Vaquero Private Wealth, LTD
DECREASED388392-4-1%$146.5K$121.2K-$25.3K2026-10-27
United Community Bank
INCREASED378361+17+5%$134.9K$118.0K-$16.9K2026-10-28
Avion Wealth
INCREASED378368+10+3%$137.0K$118.0K-$19.0K2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED37737700%$140.9K$117.7K-$23.2K2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED3731,401-1,028-73%$523.6K$116.5K-$407.1K2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED371345+26+8%$128.9K$115.9K-$13.1K2026-10-29
Copeland Capital Management, LLC
DECREASED356534-178-33%$199.6K$111.2K-$88.4K2026-10-13
Brown Shipley& Co Ltd
UNCHANGED35335300%$131.9K$110.2K-$21.7K2026-10-09
1620 Investment Advisors, Inc.
INCREASED350349+1+0%$130.7K$109.2K-$21.5K2026-11-04
North Point Portfolio Managers Corp
NEW343—+343——$107.1K—2026-10-07
Roxbury Financial LLC
UNCHANGED34334300%$128.3K$107.2K-$21.0K2026-10-01
Navigoe, LLC
UNCHANGED34234200%$127.0K$106.0K-$21.0K2026-11-04
Eukles Asset Management
UNCHANGED34134100%$127.4K$106.5K-$21.0K2026-11-04
Tobam
DECREASED333365-32-9%$136.0K$104.0K-$32.0K2026-11-03
Lipe & Dalton
UNCHANGED33333300%$124$104.0K+$103.9K2026-10-15
Ares Financial Consulting, LLC
INCREASED326316+10+3%$118.3K$101.7K-$16.6K2026-10-19
Intesa Sanpaolo Wealth Management
DECREASED325637-312-49%$238.1K$101.5K-$136.6K2026-10-28
General Partner, Inc.
UNCHANGED32532500%$121.5K$101.5K-$20.0K2026-10-05
Joseph Group Capital Management
INCREASED320260+60+23%$97.2K$99.9K+$2.8K2026-11-04
Godsey & Gibb, Inc
DECREASED315333-18-5%$124.5K$98.4K-$26.1K2026-10-14
First Pacific Financial
INCREASED306156+150+96%$58.2K$95.5K+$37.3K2026-10-14
Quest 10 Wealth Builders, Inc.
INCREASED305234+71+30%$87.4K$95.2K+$7.8K2026-11-02
Mosley Wealth Management
INCREASED304153+151+99%$57.3K$94.7K+$37.4K2026-10-16
POM Investment Strategies, LLC
UNCHANGED30430400%$113.7K$95.0K-$18.7K2026-10-20
Wilkerson Advisory Group LLC
INCREASED303292+11+4%$109.2K$94.7K-$14.5K2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED30230200%$112.9K$94.4K-$18.5K2026-10-15
Advantage Trust Co
UNCHANGED30030000%$112.1K$93.7K-$18.4K2026-10-19
Smallwood Wealth Investment Management, LLC
INCREASED299281+18+6%$105.0K$93.4K-$11.6K2026-10-30
Gilpin Wealth Management, LLC
INCREASED299289+10+3%$108.1K$93.5K-$14.7K2026-10-09
Moisand Fitzgerald Tamayo, LLC
INCREASED294262+32+12%$97.9K$91.8K-$6.1K2026-10-15
Tradewinds Capital Management, LLC
INCREASED290153+137+90%$57.1K$90.5K+$33.4K2026-10-23
Lodestone Wealth Management LLC
UNCHANGED28628600%$106.8K$89.3K-$17.5K2026-10-14
Capital Advisors, Ltd. LLC
INCREASED283234+49+21%$87$88.0K+$87.9K2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED27827800%$103.9K$86.8K-$17.1K2026-10-27
Financial Network Wealth Advisors LLC
INCREASED271228+43+19%$85.2K$84.6K-$5792026-10-28
Marquette Asset Management, LLC
DECREASED268330-62-19%$123.3K$83.7K-$39.6K2026-10-09
Elevation Wealth Partners, LLC
UNCHANGED26426400%$98.7K$82.4K-$16.2K2026-10-07
Tower Trust & Investment Co
INCREASED26186+175+203%$32.1K$81.5K+$49.4K2026-10-28
Team Financial Group, LLC
NEW258—+258——$80.5K—2026-10-30
Halbert Hargrove Global Advisors, LLC
DECREASED258272-14-5%$101.5K$80.5K-$21.0K2026-10-16
Horrell Capital Management, Inc.
UNCHANGED25025000%$93.4K$78.1K-$15.4K2026-10-08
Putney Financial Group LLC
NEW247—+247——$77.1K—2026-10-30
William Mack & Associates, Inc.
NEW243—+243——$75.9K—2026-10-27
Downshift Financial, LLC
INCREASED243223+20+9%$83.3K$75.9K-$7.5K2026-10-13
Fairway Wealth LLC
NEW237—+237——$74.0K—2026-10-30
Lynch Investment Planning, LLC
NEW233—+233——$72.8K—2026-10-27
Friedenthal Financial
NEW227—+227——$70.9K—2026-10-27
Atlantic Edge Private Wealth Management, LLC
INCREASED227226+1+0%$84.6K$70.8K-$13.9K2026-10-20
Monetary Solutions, Ltd
UNCHANGED22322300%$83.2K$69.5K-$13.6K2026-10-22
Activest Wealth Management
DECREASED214215-10%$80.4K$66.8K-$13.5K2026-10-15
Glass Jacobson Investment Advisors llc
UNCHANGED21221200%$79.2K$66.3K-$13.0K2026-10-26
Montgomery Financial Services LLC
UNCHANGED21021000%$78.5K$65.6K-$12.9K2026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED20820800%$77.7K$65.0K-$12.8K2026-10-16
Burk Holdings LLC
INCREASED201129+72+56%$48.2K$62.8K+$14.6K2026-11-05
Bare Financial Services, Inc
INCREASED193175+18+10%$65.4K$60.3K-$5.1K2026-11-04
Richardson Financial Services Inc.
INCREASED191189+2+1%$70.6K$59.7K-$11.0K2026-10-30
Security National Bank
DECREASED190206-16-8%$77.0K$59.3K-$17.7K2026-10-26
Nvest Wealth Strategies, Inc.
DECREASED189225-36-16%$83.9K$59.0K-$25.0K2026-10-14
Asset Planning,Inc
UNCHANGED18318300%$68.3K$57.1K-$11.2K2026-10-26
Hager Investment Management Services, LLC
INCREASED180178+2+1%$66.5K$56.2K-$10.3K2026-11-04
CGC Financial Services, LLC
UNCHANGED17817800%$66.5K$55.6K-$10.9K2026-10-13
Aspect Partners, LLC
DECREASED177179-2-1%$66.9K$55.3K-$11.6K2026-10-20
Carota Wealth Management
UNCHANGED17717700%$66.2K$55.3K-$10.9K2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED17317300%$64.7K$54.0K-$10.6K2026-10-23
Entrust Financial LLC
INCREASED168161+7+4%$60.2K$52.5K-$7.7K2026-11-04
Covestor Ltd
DECREASED161164-3-2%$62$50.0K+$49.9K2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED15915900%$59.4K$49.7K-$9.8K2026-10-16
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED15615600%$58.4K$48.8K-$9.6K2026-10-28
Antipodes Partners Ltd
UNCHANGED14514500%$54.2K$45.3K-$8.9K2026-11-05
Sarver Vrooman Wealth Advisors
UNCHANGED14314300%$54.6K$44.7K-$10.0K2026-10-01
One River Asset Management, LLC
NEW141—+141——$44.0K—2026-10-21
Investors Research Corp
UNCHANGED14014000%$52.3K$43.7K-$8.6K2026-10-07
Guardian Partners Inc.
UNCHANGED12512500%$46.7K$39.0K-$7.7K2026-10-21
Burkett Financial Services, LLC
UNCHANGED12512500%$46.8K$39.1K-$7.6K2026-10-01
Key Capital Management, Inc
INCREASED12318+105+583%$6.7K$38.6K+$31.8K2026-11-03
Markowski Investments
DECREASED120123-3-2%$46.0K$37.5K-$8.5K2026-10-30
United Financial Planning Group LLC
INCREASED11873+45+62%$27.3K$36.9K+$9.6K2026-11-04
Acumen Wealth Advisors, LLC
INCREASED11884+34+40%$31.4K$36.9K+$5.5K2026-11-05
Bay Harbor Wealth Management, LLC
DECREASED114594-480-81%$222.0K$35.6K-$186.4K2026-11-03
Clark Wealth Partners
INCREASED11467+47+70%$25.0K$35.6K+$10.6K2026-10-19
IMG Wealth Management, Inc.
UNCHANGED11411400%$42.6K$35.6K-$7.0K2026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED11136+75+208%$13.5K$34.7K+$21.2K2026-10-30
Hoese & Co LLP
UNCHANGED10910900%$40.7K$34.0K-$6.7K2026-10-21
J.Safra Asset Management Corp
DECREASED1073,145-3,038-97%$1.2M$33.4K-$1.1M2026-11-03
Gleason Group, Inc.
UNCHANGED10710700%$40.0K$33.4K-$6.6K2026-10-15
American Capital Advisory, LLC
INCREASED106104+2+2%$38.9K$33.1K-$5.8K2026-10-28
Paladin Partners, LLC
UNCHANGED10310300%$38.5K$32.2K-$6.3K2026-10-06
Rydar Equities, Inc.
NEW101—+101——$30.7K—2026-10-13
Vermillion Wealth Management, Inc.
DECREASED100381-281-74%$142.5K$31.2K-$111.3K2026-10-26
Gold Investment Management Ltd.
UNCHANGED10010000%$37.4K$31.2K-$6.1K2026-10-19
KFG LLC
NEW99—+99——$30.9K—2026-11-02
High Note Wealth, LLC
DECREASED97117-20-17%$43.7K$30.3K-$13.4K2026-10-27
Valued Wealth Advisors LLC
INCREASED9490+4+4%$33.7K$29.4K-$4.3K2026-11-05
Redwood Park Advisors LLC
UNCHANGED868600%$32.2K$26.9K-$5.3K2026-11-02
Reap Financial Group, LLC
DECREASED8398-15-15%$36.8K$25.8K-$11.0K2026-11-02
Signature Resources Capital Management, LLC
INCREASED8277+5+6%$28.7K$25.5K-$3.2K2026-10-16
Blueline Advisors LLC
UNCHANGED828200%$30.6K$25.6K-$5.0K2026-10-15
GK Wealth Management LLC
NEW79—+79——$24.6K—2026-10-09
Davis Capital Management
DECREASED7981-2-2%$30.2K$24.6K-$5.6K2026-10-08
CrossGen Wealth, LLC
UNCHANGED676700%$25.0K$20.9K-$4.1K2026-10-30
Proathlete Wealth Management LLC
NEW66—+66——$20.6K—2026-10-15
Align Financial, LLC
INCREASED6655+11+20%$20.6K$20.6K+$562026-10-16
Kings Path Partners LLC
UNCHANGED656500%$24.3K$20.3K-$4.0K2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED656500%$24.3K$20.3K-$4.0K2026-10-15
Newton One Investments LLC
DECREASED6394-31-33%$35.1K$19.7K-$15.4K2026-10-14
Bulwark Capital Corp
UNCHANGED636300%$23.5K$19.7K-$3.9K2026-10-13
Bayforest Capital Ltd
NEW62—+62——$19.4K—2026-11-03
Livelsberger Financial Advisory
NEW62—+62——$19.5K—2026-10-28
Arcadia Investment Advisors LLC
UNCHANGED626200%$23.2K$19.4K-$3.8K2026-10-13
IFS Advisors, LLC
INCREASED5958+1+2%$21.7K$18.4K-$3.3K2026-10-14
RHL Group, LLC
UNCHANGED585800%$21.7K$18.2K-$3.5K2026-11-04
Sunrise Financial Services, LLC
UNCHANGED535300%$19.8K$16.6K-$3.3K2026-10-21
StrongBox Wealth, LLC
INCREASED5247+5+11%$17.6K$16.2K-$1.3K2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
NEW50—+50——$15.6K—2026-10-14
Retirement Wealth Solutions LLC
DECREASED4950-1-2%$18.7K$15.3K-$3.4K2026-10-07
Cranbrook Wealth Management, LLC
INCREASED4331+12+39%$11.6K$13.4K+$1.8K2026-10-28
Meriwether Wealth & Planning, LLC
NEW42—+42——$13.1K—2026-10-13
Daytona Street Capital LLC
UNCHANGED373700%$13.3K$11.4K-$2.0K2026-10-15
NorthAvenue LLC
UNCHANGED373700%$13.8K$11.6K-$2.3K2026-10-29
Carolina Wealth Advisors, LLC
UNCHANGED323200%$12.0K$10.0K-$2.0K2026-10-23
Caitong International Asset Management Co., Ltd
INCREASED3124+7+29%$9.0K$9.7K+$7112026-10-29
Prudent Man Investment Management, Inc.
INCREASED305+25+500%$1.5K$9.4K+$7.8K2026-11-03
Three Bridge Wealth Advisors, LLC
NEW29—+29——$9.1K—2026-11-05
Torren Management, LLC
UNCHANGED272700%$10.2K$8.5K-$1.7K2026-10-29
Fairman Group, LLC
INCREASED268+18+225%$3.0K$8.1K+$5.1K2026-10-26
DecisionPoint Financial, LLC
INCREASED2615+11+73%$5.6K$8.1K+$2.5K2026-10-27
Compass Wealth Management LLC
NEW25—+25——$7.8K—2026-10-22
PayPay Securities Corp
DECREASED2528-3-11%$10.5K$7.8K-$2.7K2026-10-27
Accordant Advisory Group Inc
UNCHANGED252500%$9.3K$7.8K-$1.5K2026-10-29
City Holding Co
UNCHANGED252500%$9.3K$7.8K-$1.5K2026-10-19
Cdkv Holdings LLC
UNCHANGED242400%$9.0K$7.5K-$1.5K2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
NEW23—+23——$7—2026-10-14
Fairscale Capital, LLC
NEW20—+20——$6.0K—2026-11-04
GS Investments, Inc.
UNCHANGED202000%$7.5K$6.2K-$1.2K2026-11-05
Bernzott Capital Advisors
NEW19—+19——$5.9K—2026-10-29
Goodman Advisory Group, LLC
NEW18—+18——$5.6K—2026-11-02
Mainstream Capital Management LLC
NEW18—+18——$5.6K—2026-10-23
Decker Retirement Planning Inc.
DECREASED18239-221-92%$89.4K$5.7K-$83.7K2026-10-19
Bear Mountain Capital, Inc.
UNCHANGED171700%$6.0K$5.3K-$6782026-11-04
Strengthening Families & Communities, LLC
UNCHANGED161600%$6.0K$5.0K-$9782026-10-21
Breakwater Investment Management
INCREASED128+4+50%$3.0K$3.7K+$7582026-10-20
Phillip James Consulting Co.
UNCHANGED121200%$4.5K$3.7K-$7382026-11-03
Foresight Capital Management Advisors, Inc.
NEW10—+10——$3.1K—2026-10-27
Transce3nd, LLC
NEW7—+7——$2.1K—2026-10-26
Kennebec Savings Bank
UNCHANGED6600%$2.2K$1.9K-$3682026-10-22
Next Level Wealth Planning, LLC
NEW4—+4——$1.2K—2026-10-29
Dorato Capital Management
UNCHANGED4400%$1.5K$1.2K-$2262026-10-08
3 Factor Indexing, LLC
UNCHANGED4400%$1.5K$1.3K-$2452026-10-15
Lloyd Advisory Services, Llc.
DECREASED37-4-57%$2.6K$1.1K-$1.5K2026-11-02
Robbins Farley
UNCHANGED1100%$374$313-$612026-10-21
Bradley & Co. Private Wealth Management, LLC
UNCHANGED1100%$373$312-$612026-10-23
Simplex Trading, LLC
CLOSED037,191-37,191-100%$13.9M$0-$13.9M2026-11-04
Mirae Asset Securities (USA) Inc.
CLOSED025,066-25,066-100%$9.4M$0-$9.4M2026-10-15
Wellington Shields & Co., LLC
CLOSED012,628-12,628-100%$4.7M$0-$4.7M2026-11-03
St. Louis Financial Planners Asset Management, LLC
CLOSED010,682-10,682-100%$4.0M$0-$4.0M2026-10-16
Wellington Shields Capital Management, LLC
CLOSED08,540-8,540-100%$3.2M$0-$3.2M2026-11-03
Rational Advisors, Inc.
CLOSED05,500-5,500-100%$2.1M$0-$2.1M2026-11-02
Frontier Asset Management, LLC
CLOSED04,624-4,624-100%$1.7M$0-$1.7M2026-10-28
Convergence Investment Partners, LLC
CLOSED04,451-4,451-100%$1.7M$0-$1.7M2026-10-28
Ninety One SA (PTY) Ltd
CLOSED02,510-2,510-100%$936.6K$0-$936.6K2026-10-15
Paradigm Asset Management Co LLC
CLOSED02,500-2,500-100%$934.3K$0-$934.3K2026-11-05
ARS Wealth Advisors Group, LLC
CLOSED02,446-2,446-100%$914.3K$0-$914.3K2026-10-16
Geneva Partners, LLC
CLOSED02,400-2,400-100%$897.1K$0-$897.1K2026-10-26
Cultivar Capital, Inc.
CLOSED02,391-2,391-100%$893.5K$0-$893.5K2026-10-14
Cresta Advisors, Ltd.
CLOSED02,000-2,000-100%$747.5K$0-$747.5K2026-10-14
Johnson Financial Group, LLC
CLOSED01,794-1,794-100%$670.5K$0-$670.5K2026-11-03
Scarborough Advisors, LLC
CLOSED01,736-1,736-100%$582.5K$0-$582.5K2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED01,531-1,531-100%$572.2K$0-$572.2K2026-10-27
Wealth Group, Ltd.
CLOSED01,476-1,476-100%$552.0K$0-$552.0K2026-10-30
Saxon Interests, Inc.
CLOSED01,351-1,351-100%$504.9K$0-$504.9K2026-10-26
Heritage OAK Wealth Advisors LLC
CLOSED01,297-1,297-100%$484.8K$0-$484.8K2026-10-14
Lane Brothers & Co Inc
CLOSED01,123-1,123-100%$419.5K$0-$419.5K2026-11-02
Sepio Capital, LP
CLOSED01,104-1,104-100%$412.6K$0-$412.6K2026-10-22
Intrua Financial, LLC
CLOSED01,099-1,099-100%$410.9K$0-$410.9K2026-10-28
One Wealth Capital Management, LLC
CLOSED01,002-1,002-100%$374.5K$0-$374.5K2026-10-23
Burr Financial Services, LLC
CLOSED0955-955-100%$356.9K$0-$356.9K2026-10-08
Walser Wealth Management Company, A Ltd Liability Co
CLOSED0926-926-100%$346.1K$0-$346.1K2026-10-15
Lynx Investment Advisory
CLOSED0898-898-100%$335.6K$0-$335.6K2026-10-27
Smart Wealth LLC
CLOSED0872-872-100%$325.9K$0-$325.9K2026-11-04
Wincap Financial LLC
CLOSED0859-859-100%$321.2K$0-$321.2K2026-10-20
Core Wealth Management, Inc.
CLOSED0755-755-100%$282.2K$0-$282.2K2026-10-22
Castleview Partners, LLC
CLOSED0725-725-100%$271.0K$0-$271.0K2026-10-09
Quartz Partners, LLC
CLOSED0724-724-100%$270.5K$0-$270.5K2026-11-03
Greenwood Gearhart LLC
CLOSED0718-718-100%$268.3K$0-$268.3K2026-11-02
Visionary Horizons, LLC
CLOSED0699-699-100%$261.6K$0-$261.6K2026-10-22
Trace Wealth Advisors, LLC
CLOSED0687-687-100%$256.8K$0-$256.8K2026-10-30
Richard P Slaughter Associates Inc
CLOSED0683-683-100%$255.3K$0-$255.3K2026-10-13
Able Wealth Management LLC
CLOSED0671-671-100%$250.8K$0-$250.8K2026-10-13
Pennsylvania Capital Management Inc
CLOSED0665-665-100%$248.5K$0-$248.5K2026-11-05
Sierra Ocean, LLC
CLOSED0660-660-100%$246.8K$0-$246.8K2026-11-03
Fractal Investments LLC
CLOSED0660-660-100%$246.7K$0-$246.7K2026-10-28
Abacus Wealth Partners, LLC
CLOSED0659-659-100%$246.3K$0-$246.3K2026-11-03
Broadway Wealth Solutions, Inc.
CLOSED0659-659-100%$246.3K$0-$246.3K2026-10-21
Gaddis Premier Wealth Advisors LLC
CLOSED0657-657-100%$245.4K$0-$245.4K2026-10-29
Beacon Capital Management, LLC
CLOSED0654-654-100%$244.3K$0-$244.3K2026-10-23
Wagner Wealth Management, Corp
CLOSED0650-650-100%$242.9K$0-$242.9K2026-10-20
Bright Futures Wealth Management, Llc.
CLOSED0644-644-100%$240.6K$0-$240.6K2026-10-23
Legacy Capital Wealth Partners, LLC
CLOSED0643-643-100%$240.3K$0-$240.3K2026-10-21
DDD Partners, LLC
CLOSED0642-642-100%$239.9K$0-$239.9K2026-11-02
Cornerstone Planning Group LLC
CLOSED0639-639-100%$217.9K$0-$217.9K2026-10-16
Kure Advisory, LLC
CLOSED0637-637-100%$238.2K$0-$238.2K2026-10-08
WealthTrust Asset Management, LLC
CLOSED0637-637-100%$238.1K$0-$238.1K2026-10-22
Prosperitas Financial LLC
CLOSED0634-634-100%$236.9K$0-$236.9K2026-10-28
SevenBridge Financial Group, LLC
CLOSED0634-634-100%$234.6K$0-$234.6K2026-10-26
Cannon Financial Strategists, Inc.
CLOSED0634-634-100%$237.1K$0-$237.1K2026-10-19
Stone House Investment Management, LLC
CLOSED0632-632-100%$236.2K$0-$236.2K2026-10-23
WealthCare Investment Partners, LLC
CLOSED0630-630-100%$235.5K$0-$235.5K2026-11-05
CWS Financial Advisors, LLC
CLOSED0629-629-100%$235.2K$0-$235.2K2026-10-16
Colorado Capital Management, Inc.
CLOSED0627-627-100%$234$0-$2342026-10-15
Grantvest Financial Group LLC
CLOSED0620-620-100%$231.7K$0-$231.7K2026-10-21
Matisse Capital
CLOSED0617-617-100%$230.6K$0-$230.6K2026-10-29
Silver Lake Advisory, LLC
CLOSED0615-615-100%$229.9K$0-$229.9K2026-10-22
Wetzel Investment Advisors, Inc.
CLOSED0615-615-100%$229.8K$0-$229.8K2026-10-13
Gill Capital Partners, LLC
CLOSED0611-611-100%$228.2K$0-$228.2K2026-10-13
Private Wealth Partners, LLC
CLOSED0611-611-100%$228.3K$0-$228.3K2026-10-22
FC Advisory LLC
CLOSED0610-610-100%$228.0K$0-$228.0K2026-10-05
Adamsbrown Wealth Consultants LLC
CLOSED0610-610-100%$227.8K$0-$227.8K2026-10-20
Gordian Advisors LLC
CLOSED0610-610-100%$228.0K$0-$228.0K2026-10-30
Sageworth Trust Co of South Dakota
CLOSED0609-609-100%$227.6K$0-$227.6K2026-10-30
Ferguson Shapiro LLC
CLOSED0608-608-100%$227.2K$0-$227.2K2026-10-16
Castle Rock Wealth Management, LLC
CLOSED0608-608-100%$228.0K$0-$228.0K2026-10-09
Caliber Wealth Management, LLC / KS
CLOSED0606-606-100%$226.5K$0-$226.5K2026-11-04
Detalus Advisors, LLC
CLOSED0605-605-100%$226.1K$0-$226.1K2026-10-15
Elco Management Co., LLC
CLOSED0605-605-100%$226.1K$0-$226.1K2026-10-14
Convergence Financial, LLC
CLOSED0605-605-100%$226.1K$0-$226.1K2026-10-27
TrustBank
CLOSED0603-603-100%$225.4K$0-$225.4K2026-10-20
Cassia Capital Partners, LLC
CLOSED0603-603-100%$225.4K$0-$225.4K2026-11-04
jvl associates llc
CLOSED0601-601-100%$224.6K$0-$224.6K2026-10-09
Spinnaker Investment Group, LLC
CLOSED0600-600-100%$224.3K$0-$224.3K2026-10-13
Retirement Solution LLC
CLOSED0598-598-100%$223.5K$0-$223.5K2026-10-27
ARK & TLK Investments, LLC
CLOSED0598-598-100%$223.3K$0-$223.3K2026-10-20
ETF Store, Inc.
CLOSED0595-595-100%$222.5K$0-$222.5K2026-10-19
Congress Park Capital LLC
CLOSED0595-595-100%$222.4K$0-$222.4K2026-10-13
Variant Private Wealth, LLC
CLOSED0592-592-100%$221.2K$0-$221.2K2026-10-21
Arta Finance Wealth Management LLC
CLOSED0591-591-100%$220.6K$0-$220.6K2026-10-28
Shayne & Jacobs, LLC
CLOSED0591-591-100%$220.9K$0-$220.9K2026-10-21
LFG Wealth Partners, LLC
CLOSED0585-585-100%$218.5K$0-$218.5K2026-10-28
Jm2 Capital Inc.
CLOSED0583-583-100%$217.9K$0-$217.9K2026-10-14
Bond & Devick Financial Network, Inc.
CLOSED0582-582-100%$217.5K$0-$217.5K2026-10-23
Kondo Wealth Advisors, Inc.
CLOSED0579-579-100%$216.4K$0-$216.4K2026-10-19
McAlister, Sweet & Associates, Inc.
CLOSED0576-576-100%$215.3K$0-$215.3K2026-10-07
American Financial & TAX Strategies Inc
CLOSED0575-575-100%$214.9K$0-$214.9K2026-10-16
Quantum Private Wealth, LLC
CLOSED0574-574-100%$214.5K$0-$214.5K2026-10-20
Family Wealth Partners, LLC
CLOSED0573-573-100%$214.1K$0-$214.1K2026-10-20
Balentine LLC
CLOSED0572-572-100%$213.8K$0-$213.8K2026-11-03
Lesa Sroufe & Co
CLOSED0570-570-100%$213.0K$0-$213.0K2026-10-29
Elevated Financial Group LLC
CLOSED0568-568-100%$212.3K$0-$212.3K2026-10-16
Sound Financial Strategies Group, LLC
CLOSED0567-567-100%$211.9K$0-$211.9K2026-10-30
Jessup Wealth Management, Inc
CLOSED0566-566-100%$211.6K$0-$211.6K2026-10-20
ACT Advisors, Llc.
CLOSED0565-565-100%$211.2K$0-$211.2K2026-10-15
Stone Summit Wealth LLC
CLOSED0565-565-100%$211.3K$0-$211.3K2026-10-14
Momentous Wealth Management, Inc.
CLOSED0564-564-100%$210.8K$0-$210.8K2026-10-21
LJI Wealth Management, LLC
CLOSED0563-563-100%$210.4K$0-$210.4K2026-10-28
Winter & Associates, Inc.
CLOSED0563-563-100%$210.4K$0-$210.4K2026-10-23
Valtinson Bruner Financial Planning LLC
CLOSED0561-561-100%$209.7K$0-$209.7K2026-11-02
Belvedere Trading LLC
CLOSED0561-561-100%$209.7K$0-$209.7K2026-11-05
LVZ, Inc.
CLOSED0560-560-100%$209.4K$0-$209.4K2026-10-20
Mccarter Private Wealth Services LLC
CLOSED0557-557-100%$208.2K$0-$208.2K2026-10-22
Global Wealth Management, LLC
CLOSED0556-556-100%$207.9K$0-$207.9K2026-10-15
Cypress Point Wealth Management, LLC
CLOSED0556-556-100%$207.7K$0-$207.7K2026-11-03
Cedar Point Capital Partners, LLC
CLOSED0555-555-100%$207.4K$0-$207.4K2026-10-29
Bryant Woods Investment Advisors, LLC
CLOSED0555-555-100%$207.4K$0-$207.4K2026-10-26
Wealth Forward, LLC
CLOSED0554-554-100%$207.0K$0-$207.0K2026-10-14
Benedict Financial Advisors Inc
CLOSED0554-554-100%$207.0K$0-$207.0K2026-10-07
Financial Planning Navigators Corp
CLOSED0553-553-100%$206.7K$0-$206.7K2026-10-14
Kellett Wealth Advisors, LLC
CLOSED0549-549-100%$205.1K$0-$205.1K2026-10-15
RFG Holdings, Inc.
CLOSED0548-548-100%$204.8K$0-$204.8K2026-10-30
Buska Wealth Management, LLC
CLOSED0545-545-100%$203.6K$0-$203.6K2026-10-08
Bourne Lent Asset Management Inc
CLOSED0543-543-100%$202.9K$0-$202.9K2026-11-05
Boyer Financial Services, Inc.
CLOSED0541-541-100%$204.2K$0-$204.2K2026-10-23
Kelly Financial Services LLC
CLOSED0539-539-100%$201.3K$0-$201.3K2026-10-20
Asset Advisory Group, Inc.
CLOSED0538-538-100%$201.2K$0-$201.2K2026-10-20
Jacobs & Co
CLOSED0538-538-100%$201$0-$2012026-10-09
Henderson Brothers Financial Partners, LLC
CLOSED0535-535-100%$200.0K$0-$200.0K2026-11-03
Catalyst Capital Advisors LLC
CLOSED0468-468-100%$174.9K$0-$174.9K2026-11-02
Sims Investment Management, LLC
CLOSED0399-399-100%$149.1K$0-$149.1K2026-10-13
Robinswood Financial LLC
CLOSED0355-355-100%$133.0K$0-$133.0K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0350-350-100%$130.9K$0-$130.9K2026-10-29
Bullseye Investment Management, LLC
CLOSED0328-328-100%$122.6K$0-$122.6K2026-10-29
Solstein Capital, LLC
CLOSED0243-243-100%$90.8K$0-$90.8K2026-11-02
Obsidian CIO, LLC
CLOSED0193-193-100%$72.2K$0-$72.2K2026-11-05
Brooklyn FI, LLC
CLOSED060-60-100%$20.5K$0-$20.5K2026-11-05
Y.D. More Investments Ltd
CLOSED025-25-100%$9.3K$0-$9.3K2026-11-02
Whipplewood Advisors, LLC
CLOSED025-25-100%$9.3K$0-$9.3K2026-10-20
Cornerstone Wealth Partners, LLC
CLOSED019-19-100%$7.1K$0-$7.1K2026-10-28
Financially Speaking Inc
CLOSED013-13-100%$3.7K$0-$3.7K2026-11-05
Noble Wealth Management PBC
CLOSED06-6-100%$2.2K$0-$2.2K2026-10-01
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Fiduciary Advisors, Inc.
UNCHANGED000—$1$1$02026-10-16
BlackRock, Inc.
N/A—89,158,626-89,158,626-100%$33.3B———
Vanguard Capital Management LLC
N/A—68,137,128-68,137,128-100%$25.5B———
FMR LLC
N/A—49,021,400-49,021,400-100%$18.3B———
TCI Fund Management LtdA
N/A—47,428,233-47,428,233-100%$17.7B———
State Street Corp
N/A—46,497,628-46,497,628-100%$17.4B———
Capital Research Global Investors
N/A—30,942,708-30,942,708-100%$11.6B———
Geode Capital Management, LLC
N/A—24,828,857-24,828,857-100%$9.3B———
Price T Rowe Associates Inc
N/A—20,622,890-20,622,890-100%$7.7B———
Capital International Investors
N/A—18,310,646-18,310,646-100%$6.8B———
Vanguard Portfolio Management LLC
N/A—16,789,108-16,789,108-100%$6.3B———
JPMorgan Chase & Co
N/A—16,287,180-16,287,180-100%$6.1B———
Capital World Investors
N/A—15,684,572-15,684,572-100%$5.9B———
Morgan Stanley
N/A—14,612,934-14,612,934-100%$5.5B———
Norges Bank
N/A—13,691,596-13,691,596-100%$5.1B———
Fisher Asset Management, LLC
N/A—11,588,047-11,588,047-100%$4.3B———
Jennison Associates LLC
N/A—10,906,553-10,906,553-100%$4.1B———
Goldman Sachs Group Inc
N/A—10,197,283-10,197,283-100%$3.8B———
Northern Trust Corp
N/A—10,150,836-10,150,836-100%$3.8B———
Newport Trust Company, LLC
N/A—9,228,033-9,228,033-100%$3.4B———
Invesco Ltd.
N/A—8,363,097-8,363,097-100%$3.1B———
Charles Schwab Investment Management Inc
N/A—8,246,250-8,246,250-100%$3.1B———
Bank of America Corp
N/A—7,765,564-7,765,564-100%$2.9B———
UBS Asset Management Americas LLC
N/A—7,251,603-7,251,603-100%$2.7B———
Wells Fargo & Company
N/A—6,855,084-6,855,084-100%$2.6B———
Wellington Management Group LLP
N/A—6,797,935-6,797,935-100%$2.5B———
Nuveen, LLC
N/A—6,716,249-6,716,249-100%$2.5B———
Vanguard Fiduciary Trust Co
N/A—5,993,085-5,993,085-100%$2.2B———
Alliancebernstein L.P.
N/A—5,846,997-5,846,997-100%$1.7B———
Legal & General Group Plc
N/A—5,718,479-5,718,479-100%$2.1B———
Trian Fund Management, L.P.A
N/A—4,030,765-4,030,765-100%$1.5B———
BNP Paribas Financial Markets
N/A—3,950,280-3,950,280-100%$1.5B———
State Farm Mutual Automobile Insurance Co
N/A—3,875,831-3,875,831-100%$1.4B———
Royal Bank of Canada
N/A—3,875,493-3,875,493-100%$1.4B———
AQR Capital Management LLC
N/A—3,740,815-3,740,815-100%$1.4B———
Baird Financial Group, Inc.
N/A—3,605,851-3,605,851-100%$1.3B———
Jupiter Topco LLC
N/A—3,435,406-3,435,406-100%$1.3B———
Swiss National Bank
N/A—2,946,942-2,946,942-100%$1.1B———
Deutsche Bank Ag\
N/A—2,907,195-2,907,195-100%$1.1B———
UBS Group AG
N/A—2,647,696-2,647,696-100%$989.5M———
Neuberger Berman Group LLC
N/A—2,645,684-2,645,684-100%$988.8M———
Amundi
N/A—2,478,610-2,478,610-100%$926.3M———
National Pension Service
N/A—2,436,124-2,436,124-100%$910.5M———
SG Americas Securities, LLC
N/A—2,400,170-2,400,170-100%$897.0M———
Brown Advisory Inc
N/A—2,389,115-2,389,115-100%$892.9M———
Franklin Resources Inc
N/A—2,285,312-2,285,312-100%$854.1M———
Vanguard Global Advisers, LLC
N/A—2,247,316-2,247,316-100%$839.9M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—2,135,992-2,135,992-100%$798.3M———
Barclays PLC
N/A—2,129,075-2,129,075-100%$795.7M———
Canada Pension Plan Investment Board
N/A—2,024,124-2,024,124-100%$756.5M———
Holocene Advisors, LP
N/A—1,980,168-1,980,168-100%$740.0M———
Federated Hermes, Inc.
N/A—1,958,198-1,958,198-100%$731.8M———
California Public Employees Retirement System
N/A—1,956,846-1,956,846-100%$731.3M———
Vanguard Asset Management, Ltd
N/A—1,907,732-1,907,732-100%$713.0M———
HSBC Holdings PLC
N/A—1,877,035-1,877,035-100%$700.3M———
First Trust Advisors LP
N/A—1,768,117-1,768,117-100%$660.8M———
Winslow Capital Management, LLC
N/A—1,708,225-1,708,225-100%$638.4M———
Rhumbline Advisers
N/A—1,658,133-1,658,133-100%$619.7M———
WCM Investment Management, LLC
N/A—1,620,961-1,620,961-100%$605.8M———
California State Teachers Retirement System
N/A—1,591,618-1,591,618-100%$594.8M———
Raymond James Financial Inc
N/A—1,577,055-1,577,055-100%$589.4M———
Schroder Investment Management Group
N/A—1,548,306-1,548,306-100%$578.6M———
Envestnet Asset Management Inc
N/A—1,507,740-1,507,740-100%$563.5M———
W1m Asset Management Ltd
N/A—1,439,418-1,439,418-100%$537.4M———
LPL Financial LLC
N/A—1,404,016-1,404,016-100%$524.7M———
Axiom Investors LLC
N/A—1,380,572-1,380,572-100%$516.0M———
Aberdeen Group plc
N/A—1,338,047-1,338,047-100%$500.1M———
Bank of Montreal
N/A—1,279,170-1,279,170-100%$478.1M———
Voya Investment Management LLC
N/A—1,210,113-1,210,113-100%$452.3M———
SEI Investments Co
N/A—1,194,348-1,194,348-100%$446.4M———
New York State Common Retirement Fund
N/A—1,188,273-1,188,273-100%$444.1M———
CIBC Bancorp USA Inc.
N/A—1,166,053-1,166,053-100%$435.8M———
Natixis Advisors, LLC
N/A—1,129,606-1,129,606-100%$422.2M———
Skye Global Management LP
N/A—1,098,000-1,098,000-100%$410.4M———
Ensign Peak Advisors, Inc
N/A—1,065,001-1,065,001-100%$398.0M———
D. E. Shaw & Co., Inc.
N/A—1,061,594-1,061,594-100%$396.7M———
Nordea Investment Management AB
N/A—1,051,073-1,051,073-100%$392.2M———
BNP Paribas Asset Management Holding S.A.
N/A—978,844-978,844-100%$365.8M———
Ameriprise Financial Inc
N/A—963,415-963,415-100%$360.1M———
PNC Financial Services Group, Inc.
N/A—955,656-955,656-100%$357.2M———
Stifel Financial Corp
N/A—954,419-954,419-100%$356.7M———
American Century Companies Inc
N/A—949,406-949,406-100%$354.8M———
APG Asset Management N.V.
N/A—942,446-942,446-100%$308.1M———
Panagora Asset Management Inc
N/A—938,528-938,528-100%$350.8M———
Aviva PLC
N/A—937,121-937,121-100%$350.2M———
TD Asset Management Inc
N/A—901,539-901,539-100%$336.9M———
State Board of Administration of Florida Retirement System
N/A—889,930-889,930-100%$332.6M———
Artisan Partners Limited Partnership
N/A—886,087-886,087-100%$331.2M———
Adage Capital Partners GP, L.L.C.
N/A—881,663-881,663-100%$329.5M———
GE Investment Management Corp.
N/A—856,377-856,377-100%$320.1M———
Russell Investments Group, Ltd.
N/A—850,335-850,335-100%$317.8M———
TCW Group Inc
N/A—849,374-849,374-100%$317.4M———
National Bank of Canada
N/A—848,804-848,804-100%$317.2M———
William Blair Investment Management, LLC
N/A—790,801-790,801-100%$295.5M———
ING Groep NV
N/A—783,503-783,503-100%$292.8M———
AKO Capital LLP
N/A—771,417-771,417-100%$288.3M———
FIL Ltd
N/A—765,119-765,119-100%$285.9M———
Manufacturers Life Insurance Company, the
N/A—747,349-747,349-100%$279.3M———
Jones Financial Companies Lllp
N/A—725,826-725,826-100%$267.8M———
Korea Investment Corp
N/A—716,707-716,707-100%$267.9M———
Lord, Abbett & Co. LLC
N/A—714,598-714,598-100%$267.1M———
Polen Capital Management LLC
N/A—690,493-690,493-100%$258.1M———
Jane Street Group, LLC
N/A—675,305-675,305-100%$252.4M———
PFA Pension, Forsikringsaktieselskab
N/A—650,047-650,047-100%$242.9M———
Danske Bank A/S
N/A—646,391-646,391-100%$241.6M———
Quantinno Capital Management LP
N/A—643,252-643,252-100%$240.4M———
Man Group plc
N/A—635,627-635,627-100%$237.6M———
Evergreen Quality Fund GP, Ltd.
N/A—634,140-634,140-100%$237.0M———
Prudential Financial Inc
N/A—626,219-626,219-100%$234.0M———
Public Employees Retirement Association of Colorado
N/A—613,860-613,860-100%$229.4M———
Huntington National Bank
N/A—606,057-606,057-100%$226.5M———
Dodge & COX
N/A—598,052-598,052-100%$223.5M———
Credit Agricole S A
N/A—592,168-592,168-100%$221.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—582,031-582,031-100%$217.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—578,274-578,274-100%$212.3M———
Cerity Partners LLC
N/A—571,112-571,112-100%$213.4M———
Qube Research & Technologies Ltd
N/A—566,488-566,488-100%$211.7M———
Marsico Capital Management LLC
N/A—558,948-558,948-100%$208.9M———
State of Wisconsin Investment Board
N/A—557,982-557,982-100%$208.5M———
Lazard Asset Management LLC
N/A—550,683-550,683-100%$205.8M———
Citadel Advisors LLC
N/A—546,373-546,373-100%$204.2M———
Nomura Asset Management International Inc.
N/A—533,098-533,098-100%$199.2M———
DnB Asset Management AS
N/A—527,658-527,658-100%$197.2M———
Rockefeller Capital Management L.P.
N/A—526,444-526,444-100%$196.7M———
Capital International, Inc.
N/A—523,483-523,483-100%$195.6M———
Royal London Asset Management LTD
N/A—514,379-514,379-100%$192.2M———
Mariner, LLC
N/A—514,297-514,297-100%$192.2M———
Chevy Chase Trust Holdings, LLC
N/A—510,201-510,201-100%$190.7M———
HighTower Advisors, LLC
N/A—509,793-509,793-100%$190.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—509,132-509,132-100%$190.3M———
Vanguard Investments Australia, Ltd.
N/A—499,609-499,609-100%$186.7M———
Empower Advisory Group, LLC
N/A—475,630-475,630-100%$177.8M———
Acadian Asset Management LLC
N/A—470,471-470,471-100%$175.8M———
XN LP
N/A—464,647-464,647-100%$173.7M———
1832 Asset Management L.P.
N/A—449,522-449,522-100%$168.0M———
Tidal Investments LLC
N/A—447,125-447,125-100%$167.1M———
Nykredit A/S
N/A—440,918-440,918-100%$164.8M———
Treasurer of the State of North Carolina
N/A—439,973-439,973-100%$164.4M———
Freestone Grove Partners LP
N/A—414,905-414,905-100%$155.1M———
Cetera Investment Advisers
N/A—400,583-400,583-100%$149.7M———
Public Employees Retirement System of Ohio
N/A—395,285-395,285-100%$147.7M———
Nomura Asset Management Co LTD
N/A—386,057-386,057-100%$144.3M———
First Manhattan Co. Llc.
N/A—385,836-385,836-100%$144.2M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—382,691-382,691-100%$143.0M———
Focus Partners Wealth
N/A—372,609-372,609-100%$139.3M———
Teacher Retirement System of Texas
N/A—370,794-370,794-100%$138.6M———
KLP Kapitalforvaltning AS
N/A—366,413-366,413-100%$136.9M———
State of Tennessee, Department of Treasury
N/A—364,357-364,357-100%$136.2M———
Eurizon Capital SGR S.p.A.
N/A—348,120-348,120-100%$130.1M———
Bradley Foster & Sargent Inc
N/A—345,893-345,893-100%$129.3M———
Worldquant Millennium Advisors LLC
N/A—345,356-345,356-100%$129.1M———
Allianz Asset Management GmbH
N/A—341,898-341,898-100%$127.8M———
Nissay Asset Management Corp N
N/A—338,847-338,847-100%$126.6M———
Tredje Ap-fonden
N/A—334,994-334,994-100%$125.2M———
Atalanta Sosnoff Capital, LLC
N/A—334,635-334,635-100%$125.1M———
DSM Capital Partners LLC
N/A—333,572-333,572-100%$124.7M———
Alkeon Capital Management LLC
N/A—320,000-320,000-100%$119.6M———
Toronto Dominion Bank
N/A—316,853-316,853-100%$118.4M———
Montanova Capital, LLC
N/A—310,262-310,262-100%$116.0M———
Munro Partners
N/A—308,680-308,680-100%$115.4M———
Renaissance Technologies LLC
N/A—306,797-306,797-100%$114.7M———
Resona Asset Management Co.,Ltd.
N/A—305,620-305,620-100%$114.2M———
Osaic Holdings, Inc.
N/A—303,847-303,847-100%$113.6M———
Mufg Securities Emea plc
N/A—301,477-301,477-100%$112.7M———
Mediolanum International Funds Ltd
N/A—300,731-300,731-100%$112.4M———
Victory Capital Management Inc
N/A—297,009-297,009-100%$111.0M———
Capitolis Liquid Global Markets LLC
N/A—295,646-295,646-100%$110.5M———
Bank of Nova Scotia
N/A—293,959-293,959-100%$109.9M———
Gabelli Funds LLC
N/A—289,635-289,635-100%$108.2M———
Janney Montgomery Scott LLC
N/A—281,841-281,841-100%$105.3M———
Silvant Capital Management LLC
N/A—281,716-281,716-100%$105.3M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—279,787-279,787-100%$104.6M———
MetLife Investment Management, LLC
N/A—279,091-279,091-100%$104.3M———
Capital Fund Management S.A.
N/A—279,071-279,071-100%$104.3M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—276,226-276,226-100%$103.2M———
Groupe la Francaise
N/A—272,636-272,636-100%$101.9M———
Mercer Global Advisors Inc
N/A—268,023-268,023-100%$100.2M———
Zurich Insurance Group Ltd
N/A—264,953-264,953-100%$99.0M———
Susquehanna International Group, LLP
N/A—263,314-263,314-100%$98.4M———
Rafferty Asset Management, LLC
N/A—262,057-262,057-100%$97.9M———
Capital International Sarl
N/A—260,476-260,476-100%$97.3M———
CI Investments Inc.
N/A—254,878-254,878-100%$95.3M———
Millennium Management LLC
N/A—247,350-247,350-100%$92.4M———
IEQ Capital, LLC
N/A—244,985-244,985-100%$91.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—226,470-226,470-100%$84.6M———
Woodline Partners LP
N/A—223,125-223,125-100%$83.4M———
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A—220,302-220,302-100%$82.3M———
Nomura Holdings Inc
N/A—215,888-215,888-100%$80.7M———
Blair William & Co
N/A—214,872-214,872-100%$80.3M———
QRG Capital Management, Inc.
N/A—214,416-214,416-100%$80.1M———
Susquehanna Fundamental Investments, LLC
N/A—213,603-213,603-100%$79.8M———
Kingsview Wealth Management, LLC
N/A—210,930-210,930-100%$78.8M———
M&T Bank Corp
N/A—202,884-202,884-100%$75.8M———
O'shaughnessy Asset Management, LLC
N/A—202,243-202,243-100%$75.6M———
MML Investors Services, LLC
N/A—197,436-197,436-100%$73.8M———
Bristol Gate Capital Partners Inc.
N/A—194,423-194,423-100%$72.7M———
Vinva Investment Management Ltd
N/A—193,061-193,061-100%$72.1M———
Front Street Capital Management, Inc.
N/A—188,533-188,533-100%$70.5M———
Vident Advisory, LLC
N/A—185,558-185,558-100%$69.3M———
Caisse de Depot ET Placement DU Quebec
N/A—183,962-183,962-100%$68.8M———
CIBC World Market Inc.
N/A—181,125-181,125-100%$67.7M———
Van Eck Associates Corp
N/A—178,618-178,618-100%$66.8M———
Pathstone Holdings, LLC
N/A—176,173-176,173-100%$66.0M———
USS Investment Management Ltd
N/A—174,088-174,088-100%$65.0M———
Public Sector Pension Investment Board
N/A—170,286-170,286-100%$63.6M———
Glenmede Trust Co NA
N/A—167,502-167,502-100%$62.6M———
Federation des caisses Desjardins du Quebec
N/A—164,807-164,807-100%$61.6M———
Walleye Capital LLC
N/A—162,908-162,908-100%$60.9M———
AustralianSuper Pty Ltd
N/A—162,484-162,484-100%$60.7M———
HRT Financial LP
N/A—160,738-160,738-100%$60.1M———
&partners
N/A—160,214-160,214-100%$59.8M———
Vanguard Personalized Indexing Management, LLC
N/A—159,486-159,486-100%$59.6M———
Night Owl Capital Management, LLC
N/A—157,921-157,921-100%$59.0M———
Wealthfront Advisers LLC
N/A—157,751-157,751-100%$59.0M———
Northwestern Mutual Wealth Management Co
N/A—157,340-157,340-100%$58.8M———
Sanctuary Advisors, LLC
N/A—157,023-157,023-100%$58.7M———
Utah Retirement Systems
N/A—156,823-156,823-100%$58.6M———
British Columbia Investment Management Corp
N/A—156,594-156,594-100%$58.5M———
Pinebridge Investments LLC
N/A—155,694-155,694-100%$58.2M———
NewEdge Advisors, LLC
N/A—155,056-155,056-100%$57.9M———
Police & Firemen's Retirement System of New Jersey
N/A—155,030-155,030-100%$57.9M———
Varma Mutual Pension Insurance Co
N/A—153,445-153,445-100%$57.3M———
Macquarie Group LTD
N/A—150,901-150,901-100%$56.4M———
Voloridge Investment Management, LLC
N/A—150,282-150,282-100%$56.2M———
Ilmarinen Mutual Pension Insurance Co
N/A—147,500-147,500-100%$55.1M———
Thames Capital Management LLC
N/A—146,383-146,383-100%$54.7M———
Clark Capital Management Group, Inc.
N/A—144,005-144,005-100%$53.8M———
Empowered Funds, LLC
N/A—143,854-143,854-100%$53.8M———
Sandhill Capital Partners LLC
N/A—141,688-141,688-100%$53.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—141,519-141,519-100%$52.9M———
Blue Sparrow, LLC
N/A—134,410-134,410-100%$50.2M———
MAI Capital Management
N/A—133,683-133,683-100%$50.0M———
Andra Ap-fonden
N/A—133,390-133,390-100%$49.9M———
MAR Vista Investment Partners LLC
N/A—130,318-130,318-100%$48.7M———
One Madison Group LLC
N/A—129,000-129,000-100%$48.2M———
Davis R M Inc
N/A—128,076-128,076-100%$47.9M———
Sumitomo Mitsui Financial Group, Inc.
N/A—127,866-127,866-100%$47.8M———
Rathbones Group PLC
N/A—127,757-127,757-100%$47.7M———
Newbrook Capital Advisors LP
N/A—124,824-124,824-100%$46.7M———
Capital Group Private Client Services, Inc.
N/A—122,836-122,836-100%$45.9M———
Captrust Financial Advisors
N/A—122,713-122,713-100%$45.9M———
Banco Santander, S.A.
N/A—122,345-122,345-100%$45.7M———
Jump Financial, LLC
N/A—122,136-122,136-100%$45.6M———
Ostrum Asset Management
N/A—120,951-120,951-100%$45.2M———
SRB Corp
N/A—119,925-119,925-100%$44.8M———
Teachers Retirement System of the State of Kentucky
N/A—119,911-119,911-100%$44.8M———
Trexquant Investment LP
N/A—118,246-118,246-100%$44.2M———
LMR Partners LLP
N/A—115,547-115,547-100%$43.2M———
Vaughan Nelson Investment Management, L.P.
N/A—114,540-114,540-100%$42.8M———
Gilder Gagnon Howe & Co LLC
N/A—113,237-113,237-100%$42.3M———
Capital International LTD
N/A—109,268-109,268-100%$40.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—108,923-108,923-100%$40.7M———
AE Wealth Management LLC
N/A—108,708-108,708-100%$40.6M———
OFI Invest Asset Management
N/A—106,672-106,672-100%$35.0M———
NS Partners Ltd
N/A—106,543-106,543-100%$39.8M———
Quadrature Capital Ltd
N/A—104,364-104,364-100%$39.0M———
Two Sigma Investments, LP
N/A—103,590-103,590-100%$38.7M———
Steward Partners Investment Advisory, LLC
N/A—103,502-103,502-100%$38.7M———
Commerce Bank
N/A—103,084-103,084-100%$38.5M———
Hancock Whitney Corp
N/A—102,257-102,257-100%$38.2M———
Bridgewater Associates, LP
N/A—101,569-101,569-100%$38.0M———
Baker Avenue Asset Management, LP
N/A—101,535-101,535-100%$37.9M———
Allstate Corp
N/A—100,936-100,936-100%$37.7M———
Cartenna Capital, LP
N/A—100,000-100,000-100%$37.4M———
LBP AM SA
N/A—99,810-99,810-100%$37.3M———
Callan Family Office, LLC
N/A—98,688-98,688-100%$36.9M———
Guggenheim Capital LLC
N/A—95,397-95,397-100%$35.7M———
Massachusetts Financial Services Co
N/A—95,254-95,254-100%$35.6M———
Pacer Advisors, Inc.
N/A—94,108-94,108-100%$35.2M———
United Capital Financial Advisors, LLC
N/A—93,374-93,374-100%$34.9M———
Hamilton Capital Partners Inc.
N/A—91,892-91,892-100%$34.3M———
Martingale Asset Management L P
N/A—91,515-91,515-100%$34.2M———
T. Rowe Price Investment Management, Inc.
N/A—89,129-89,129-100%$33.3M———
Zacks Investment Management
N/A—89,028-89,028-100%$33.3M———
Cornerstone Advisors, LLC
N/A—88,298-88,298-100%$33.0M———
Sequoia Financial Advisors, LLC
N/A—88,294-88,294-100%$33.0M———
Arax Advisory Partners
N/A—86,629-86,629-100%$32.4M———
Merit Financial Group, LLC
N/A—86,154-86,154-100%$32.2M———
Prudential PLC
N/A—82,145-82,145-100%$30.7M———
LGT Group Foundation
N/A—81,818-81,818-100%$30.6M———
Mizuho Securities USA LLC
N/A—81,681-81,681-100%$30.5M———
Investment Management Corp of Ontario
N/A—81,220-81,220-100%$30.4M———
Orion Porfolio Solutions, LLC
N/A—80,716-80,716-100%$30.2M———
Bornite Capital Management LP
N/A—80,000-80,000-100%$29.9M———
Omers Administration Corp
N/A—79,903-79,903-100%$29.9M———
Oversea-Chinese Banking Corp Ltd
N/A—79,087-79,087-100%$29.5M———
Johnson Investment Counsel Inc
N/A—78,379-78,379-100%$29.3M———
Clough Capital Partners L P
N/A—77,835-77,835-100%$29.1M———
Stephens Inc
N/A—77,586-77,586-100%$29.0M———
Caprock Group, LLC
N/A—75,343-75,343-100%$28.2M———
Aptus Capital Advisors, LLC
N/A—75,282-75,282-100%$28.1M———
LOS Angeles Capital Management LLC
N/A—74,464-74,464-100%$27.8M———
Daiichi Life Insurance Co., Ltd.
N/A—72,800-72,800-100%$27.2M———
Private Advisor Group, LLC
N/A—71,876-71,876-100%$26.9M———
UMB Bank, n.a.
N/A—70,106-70,106-100%$26.2M———
Danica Pension, Livsforsikringsaktieselskab
N/A—69,564-69,564-100%$26.0M———
Beacon Pointe Advisors, LLC
N/A—67,608-67,608-100%$25.3M———
Makena Capital Management LLC
N/A—67,220-67,220-100%$25.1M———
Gamco Investors, Inc. ET AL
N/A—66,747-66,747-100%$24.9M———
Kentucky Retirement Systems
N/A—65,666-65,666-100%$24.5M———
Norinchukin Bank, The
N/A—65,313-65,313-100%$24.4M———
VAN Lanschot Kempen Investment Management N.V.
N/A—63,997-63,997-100%$23.9M———
Canada Post Corp Registered Pension Plan
N/A—63,863-63,863-100%$23.9M———
Great Lakes Advisors, LLC
N/A—62,646-62,646-100%$23.4M———
Dakota Wealth Management
N/A—60,249-60,249-100%$22.5M———
Advisory Services Network, LLC
N/A—59,921-59,921-100%$22.4M———
Waverly Advisors, LLC
N/A—59,822-59,822-100%$22.4M———
Marble Harbor Investment Counsel, LLC
N/A—59,763-59,763-100%$22.3M———
NFJ Investment Group, LLC
N/A—59,448-59,448-100%$22.2M———
Tiaa Wealth Investment Management LLC
N/A—59,177-59,177-100%$22.1M———
Natixis
N/A—57,987-57,987-100%$21.7M———
Integrated Wealth Concepts LLC
N/A—57,147-57,147-100%$21.4M———
Allworth Financial LP
N/A—56,890-56,890-100%$21.3M———
Bleakley Financial Group, LLC
N/A—55,706-55,706-100%$20.8M———
Bragg Financial Advisors, Inc
N/A—55,316-55,316-100%$20.7M———
Rothschild Investment LLC
N/A—55,075-55,075-100%$20.6M———
Advisors Asset Management, Inc.
N/A—53,153-53,153-100%$19.9M———
Bluegrass Capital Partners LP
N/A—53,000-53,000-100%$19.8M———
Castleark Management LLC
N/A—52,830-52,830-100%$19.7M———
Kadensa Capital Ltd
N/A—51,423-51,423-100%$19.2M———
Belpointe Asset Management LLC
N/A—51,096-51,096-100%$19.1M———
Squarepoint Ops LLC
N/A—49,656-49,656-100%$18.6M———
Equitable Holdings, Inc.
N/A—48,424-48,424-100%$18.1M———
Scotia Capital Inc.
N/A—47,054-47,054-100%$17.6M———
Gotham Asset Management, LLC
N/A—46,777-46,777-100%$17.5M———
Klingenstein Fields & Co LP
N/A—46,482-46,482-100%$17.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—46,478-46,478-100%$17.4M———
Tudor Investment Corp ET AL
N/A—45,666-45,666-100%$17.1M———
EP Wealth Advisors, LLC
N/A—45,321-45,321-100%$16.9M———
Peapack Gladstone Financial Corp
N/A—44,526-44,526-100%$16.6M———
Longbow Finance SA
N/A—44,018-44,018-100%$16.5M———
Ceredex Value Advisors LLC
N/A—43,338-43,338-100%$16.2M———
Ilex Capital Partners (UK) LLP
N/A—42,663-42,663-100%$15.9M———
Whittier Trust Co of Nevada Inc
N/A—42,514-42,514-100%$15.6M———
Commerzbank Aktiengesellschaft
N/A—42,492-42,492-100%$15.9M———
Ruffer LLP
N/A—42,402-42,402-100%$15.8M———
RWA Wealth Partners, LLC
N/A—42,181-42,181-100%$15.8M———
CSM Advisors, LLC
N/A—41,185-41,185-100%$15.4M———
Cresset Asset Management, LLC
N/A—41,176-41,176-100%$15.4M———
SageGuard Financial Group, LLC
N/A—40,741-40,741-100%$15.2M———
Clearstead Advisors, LLC
N/A—40,495-40,495-100%$15.1M———
CNA Financial Corp
N/A—40,000-40,000-100%$14.9M———
Metis Global Partners, LLC
N/A—39,958-39,958-100%$14.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—38,955-38,955-100%$14.6M———
Pinnacle Financial Partners, Inc.
N/A—38,760-38,760-100%$14.5M———
Brown Brothers Harriman & Co
N/A—38,603-38,603-100%$14.4M———
Aristotle Atlantic Partners, LLC
N/A—38,534-38,534-100%$14.4M———
Bessemer Group Inc
N/A—38,217-38,217-100%$14.3M———
Intech Investment Management LLC
N/A—38,026-38,026-100%$14.2M———
Erste Asset Management GmbH
N/A—37,903-37,903-100%$14.2M———
Empirical Finance, LLC
N/A—37,719-37,719-100%$14.1M———
New Age Alpha Advisors, LLC
N/A—37,663-37,663-100%$14.1M———
Select Equity Group, L.P.
N/A—37,562-37,562-100%$14.0M———
Benjamin Edwards Inc
N/A—37,530-37,530-100%$14.0M———
Horizon Investments, LLC
N/A—37,266-37,266-100%$13.9M———
Alley Investment Management Company, LLC
N/A—37,015-37,015-100%$13.8M———
Summit Trail Advisors, LLC
N/A—36,825-36,825-100%$13.8M———
Balyasny Asset Management L.P.
N/A—35,986-35,986-100%$13.4M———
S&CO Inc
N/A—35,671-35,671-100%$13.3M———
Advisors Capital Management, LLC
N/A—35,622-35,622-100%$13.3M———
Curi Capital, LLC
N/A—35,377-35,377-100%$13.2M———
Alyeska Investment Group, L.P.
N/A—35,007-35,007-100%$13.1M———
Loews Corp
N/A—35,000-35,000-100%$13.1M———
Zimmer Partners, LP
N/A—35,000-35,000-100%$13.1M———
Algert Global LLC
N/A—34,628-34,628-100%$12.9M———
American Money Management, LLC
N/A—34,581-34,581-100%$12.9M———
Caisse DES Depots ET Consignations
N/A—34,423-34,423-100%$12.9M———
Logan Capital Management Inc
N/A—34,318-34,318-100%$12.8M———
Savant Capital, LLC
N/A—34,113-34,113-100%$12.8M———
Eagle Capital Management LLC
N/A—33,816-33,816-100%$12.6M———
Westend Capital Management, LLC
N/A—33,479-33,479-100%$12.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—33,452-33,452-100%$12.5M———
Picton Mahoney Asset Management
N/A—33,316-33,316-100%$12.5M———
ExodusPoint Capital Management, LP
N/A—33,127-33,127-100%$12.4M———
Focus Partners Advisor Solutions, LLC
N/A—32,563-32,563-100%$12.2M———
Vestmark Advisory Solutions, Inc.
N/A—32,072-32,072-100%$12.0M———
Estabrook Capital Management
N/A—31,967-31,967-100%$11.9M———
Banque Cantonale Vaudoise
N/A—31,830-31,830-100%$11.9M———
NWK Group, Inc.
N/A—31,795-31,795-100%$11.9M———
Mufg Securities Americas Inc.
N/A—31,424-31,424-100%$11.7M———
Essex Financial Services, Inc.
N/A—31,397-31,397-100%$11.7M———
Independent Advisor Alliance
N/A—31,369-31,369-100%$11.7M———
RPg Family Wealth Advisory, LLC
N/A—31,053-31,053-100%$11.6M———
Loomis Sayles & Co L P
N/A—30,768-30,768-100%$11.5M———
Global Retirement Partners, LLC
N/A—30,567-30,567-100%$11.4M———
Meeder Advisory Services, Inc.
N/A—30,471-30,471-100%$11.4M———
Arkadios Wealth Advisors
N/A—29,835-29,835-100%$11.2M———
Diversified Trust Co
N/A—29,761-29,761-100%$11.1M———
Cumberland Partners Ltd
N/A—29,748-29,748-100%$11.1M———
Life Cycle Investment Partners Ltd
N/A—29,700-29,700-100%$11.1M———
11 Capital Partners LP
N/A—29,499-29,499-100%$11.0M———
Pelham Capital Ltd.
N/A—29,315-29,315-100%$11.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—29,009-29,009-100%$10.8M———
Silvercrest Asset Management Group LLC
N/A—28,299-28,299-100%$10.6M———
Fiduciary Trust Co
N/A—28,237-28,237-100%$10.6M———
Mathes Company, Inc.
N/A—28,154-28,154-100%$10.5M———
HM Payson & Co
N/A—27,815-27,815-100%$10.4M———
Securian Asset Management, Inc
N/A—27,725-27,725-100%$9.7M———
Coldstream Capital Management Inc
N/A—27,652-27,652-100%$10.3M———
Alerus Financial NA
N/A—27,561-27,561-100%$10.3M———
Verition Fund Management LLC
N/A—27,533-27,533-100%$10.3M———
Mark Asset Management LP
N/A—27,264-27,264-100%$10.2M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—27,251-27,251-100%$10.2M———
LGT Fund Management Co Ltd.
N/A—27,248-27,248-100%$10.2M———
Westbourne Investments, Inc.
N/A—27,198-27,198-100%$10.2M———
Lathrop Investment Management Co
N/A—27,095-27,095-100%$10.1M———
Summit Financial, LLC
N/A—26,872-26,872-100%$10.0M———
Scopus Asset Management, L.P.
N/A—26,792-26,792-100%$10.0M———
Cambridge Financial Group, Inc.
N/A—26,660-26,660-100%$10.0M———
OneDigital Investment Advisors LLC
N/A—26,646-26,646-100%$10.0M———
Tenere Capital LLC
N/A—26,403-26,403-100%$9.9M———
Flputnam Investment Management Co
N/A—26,302-26,302-100%$9.8M———
Stratos Wealth Partners, Ltd.
N/A—26,188-26,188-100%$9.8M———
BTG Pactual Asset Management US LLC
N/A—25,995-25,995-100%$9.7M———
Graham Capital Management, L.P.
N/A—25,900-25,900-100%$9.7M———
Albar Capital Partners LLP
N/A—25,447-25,447-100%$9.5M———
Peregrine Investment Management Inc
N/A—25,180-25,180-100%$9.4M———
Quest Investment Management LLC
N/A—25,123-25,123-100%$9.4M———
Kingdon Capital Management, L.L.C.
N/A—25,000-25,000-100%$9.3M———
Trustco Bank Corp N Y
N/A—24,862-24,862-100%$9.3M———
Osmosis Investment Management UK Ltd
N/A—24,749-24,749-100%$9.2M———
Capital Group Investment Management Pte. Ltd.
N/A—24,385-24,385-100%$9.1M———
Pragma Gestao de Patrimonio LTD
N/A—24,350-24,350-100%$9.1M———
Savvy Advisors, Inc.
N/A—24,237-24,237-100%$9.1M———
Fidelis Capital Partners, LLC
N/A—24,180-24,180-100%$9.0M———
McMillan Office, Inc.
N/A—23,861-23,861-100%$8.9M———
Principal Securities, Inc.
N/A—23,800-23,800-100%$8.9M———
Mmbg Investment Advisors Co.
N/A—23,495-23,495-100%$8.8M———
NatWest Group plc
N/A—23,488-23,488-100%$8.8M———
Next Century Growth Investors LLC
N/A—23,404-23,404-100%$8.7M———
Cannell & Spears LLC
N/A—22,815-22,815-100%$8.5M———
Vestcor Inc
N/A—22,783-22,783-100%$8.5M———
Cloverfields Capital Group, LP
N/A—22,731-22,731-100%$8.5M———
CreativeOne Wealth, LLC
N/A—22,567-22,567-100%$8.4M———
PFG Investments, LLC
N/A—22,535-22,535-100%$8.4M———
Brevan Howard Capital Management LP
N/A—22,472-22,472-100%$8.4M———
Morse Asset Management, Inc
N/A—22,411-22,411-100%$8.4M———
Graybill Wealth Management, Ltd.
N/A—22,121-22,121-100%$8.3M———
Wealthspire Advisors, LLC
N/A—21,893-21,893-100%$8.2M———
Scholtz & Company, LLC
N/A—21,844-21,844-100%$8.2M———
K.J. Harrison & Partners Inc
N/A—21,557-21,557-100%$8.1M———
Smithfield Trust Co
N/A—21,486-21,486-100%$8.0M———
Titan Global Capital Management USA LLC
N/A—21,474-21,474-100%$8.0M———
World Investment Advisors
N/A—21,411-21,411-100%$6.3M———
Choate Investment Advisors
N/A—20,910-20,910-100%$7.8M———
Harvest Fund Management Co., Ltd
N/A—20,700-20,700-100%$7.7M———
Beck Capital Management, LLC
N/A—20,692-20,692-100%$7.7M———
D L Carlson Investment Group Inc
N/A—20,601-20,601-100%$7.7M———
Western Wealth Management, LLC
N/A—20,097-20,097-100%$7.5M———
Lombard Odier Asset Management (Switzerland) SA
N/A—19,897-19,897-100%$7.4M———
Ballentine Partners, LLC
N/A—19,890-19,890-100%$7.4M———
South Dakota Investment Council
N/A—19,849-19,849-100%$7.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—19,806-19,806-100%$7.4M———
Ibex Wealth Advisors
N/A—19,763-19,763-100%$7.4M———
Tower Research Capital LLC (TRC)
N/A—19,741-19,741-100%$7.4M———
White Pine Capital LLC
N/A—19,388-19,388-100%$7.2M———
Concentric Capital Strategies, LP
N/A—19,255-19,255-100%$7.2M———
Pine Valley Investments Ltd Liability Co
N/A—19,222-19,222-100%$7.2M———
Mission Creek Capital Partners, Inc.
N/A—19,006-19,006-100%$1.8M———
HBK Sorce Advisory LLC
N/A—18,724-18,724-100%$7.1M———
Obion Capital Management LP
N/A—18,655-18,655-100%$7.0M———
Performance Wealth Partners, LLC
N/A—18,484-18,484-100%$6.9M———
Envestnet Portfolio Solutions, Inc.
N/A—18,478-18,478-100%$6.9M———
Catalyst Funds Management Pty Ltd
N/A—18,401-18,401-100%$6.9M———
Leavell Investment Management, Inc.
N/A—17,629-17,629-100%$6.6M———
Harbour Investments, Inc.
N/A—17,611-17,611-100%$6.6M———
Peregrine Asset Advisers, Inc.
N/A—17,396-17,396-100%$6.5M———
NewEdge Wealth, LLC
N/A—17,256-17,256-100%$6.4M———
Stock Yards Bank & Trust Co
N/A—17,183-17,183-100%$6.4M———
Composition Wealth, LLC
N/A—17,065-17,065-100%$6.4M———
Onex Canada Asset Management Inc.
N/A—16,591-16,591-100%$6.2M———
Argent Trust Co
N/A—16,528-16,528-100%$6.2M———
KP Management LLC
N/A—16,500-16,500-100%$6.2M———
Pallas Capital Advisors LLC
N/A—16,401-16,401-100%$6.1M———
Allianz SE
N/A—16,332-16,332-100%$6.1M———
Gladstone Institutional Advisory LLC
N/A—16,286-16,286-100%$6.1M———
Intrinsic Value Partners, LLC
N/A—16,138-16,138-100%$6.0M———
Great Valley Advisor Group, Inc.
N/A—16,085-16,085-100%$6.0M———
Alcosta Capital Management, Inc.
N/A—16,073-16,073-100%$6.0M———
Bellars Harris Wealth Management, LLC
N/A—16,065-16,065-100%$6.0M———
Moors & Cabot, Inc.
N/A—15,720-15,720-100%$5.9M———
Twin Capital Management Inc
N/A—15,695-15,695-100%$5.9M———
Evelyn Partners Group Ltd
N/A—15,610-15,610-100%$5.8M———
Ameritas Advisory Services, LLC
N/A—15,360-15,360-100%$5.7M———
Westfield Capital Management Co LP
N/A—15,191-15,191-100%$5.7M———
IAT Reinsurance Co Ltd.
N/A—15,125-15,125-100%$1.6M———
Sargent Investment Group, LLC
N/A—14,982-14,982-100%$5.6M———
Cladis Investment Advisory, LLC
N/A—14,927-14,927-100%$5.6M———
Nicolet Bankshares Inc
N/A—14,903-14,903-100%$5.6M———
Boothbay Fund Management, LLC
N/A—14,882-14,882-100%$5.6M———
IHT Wealth Management, LLC
N/A—14,830-14,830-100%$5.5M———
Bartlett & Co. Wealth Management LLC
N/A—14,809-14,809-100%$5.5M———
Haverford Trust Co
N/A—14,648-14,648-100%$5.5M———
Moneta Group Investment Advisors LLC
N/A—14,554-14,554-100%$5.4M———
PDT Partners, LLC
N/A—14,400-14,400-100%$5.4M———
Marble Wealth, LLC
N/A—14,374-14,374-100%$5.4M———
Sumitomo Life Insurance Co
N/A—14,249-14,249-100%$5.3M———
Foundations Investment Advisors, LLC
N/A—14,156-14,156-100%$5.3M———
Aquatic Capital Management LLC
N/A—14,073-14,073-100%$5.3M———
Westpac Banking Corp
N/A—14,051-14,051-100%$5.3M———
Trivant Custom Portfolio Group, LLC
N/A—13,787-13,787-100%$5.2M———
Berkshire Asset Management LLC
N/A—13,767-13,767-100%$5.1M———
Smartleaf Asset Management LLC
N/A—13,719-13,719-100%$5.1M———
Jaffetilchin Investment Partners, LLC
N/A—13,657-13,657-100%$5.1M———
Centaurus Financial, Inc.
N/A—13,578-13,578-100%$5.1M———
Modern Wealth Management, LLC
N/A—13,561-13,561-100%$5.1M———
Kovack Advisors, Inc.
N/A—13,304-13,304-100%$5.0M———
Sivia Capital Partners, LLC
N/A—13,235-13,235-100%$4.9M———
Harvest Portfolios Group Inc.
N/A—13,097-13,097-100%$4.9M———
Syon Capital LLC
N/A—12,807-12,807-100%$4.8M———
Naviter Wealth, LLC
N/A—12,760-12,760-100%$4.8M———
O'Neil Global Advisors, Inc.
N/A—12,713-12,713-100%$4.8M———
Voleon Capital Management LP
N/A—12,687-12,687-100%$4.7M———
Capital Analysts, LLC
N/A—12,686-12,686-100%$4.7M———
Frec Markets, Inc.
N/A—12,617-12,617-100%$4.7M———
Mutual Advisors, LLC
N/A—12,577-12,577-100%$4.7M———
Hantz Financial Services, Inc.
N/A—12,556-12,556-100%$4.7M———
Freestone Capital Holdings, LLC
N/A—12,545-12,545-100%$4.7M———
Qtron Investments LLC
N/A—12,358-12,358-100%$4.6M———
Anchor Investment Management, LLC
N/A—12,246-12,246-100%$4.6M———
Camarda Financial Advisors, LLC
N/A—12,220-12,220-100%$4.6M———
Vickerman Investment Advisors, Inc.
N/A—12,072-12,072-100%$4.5M———
Callahan Advisors, LLC
N/A—11,923-11,923-100%$4.5M———
Blackstone Inc.
N/A—11,914-11,914-100%$4.5M———
LEE Johnson Capital Management, LLC
N/A—11,711-11,711-100%$4.4M———
Transcend Capital Advisors, LLC
N/A—11,554-11,554-100%$4.3M———
Retirement Planning Group, LLC / NY
N/A—11,447-11,447-100%$4.3M———
1ST Source Bank
N/A—11,424-11,424-100%$4.3M———
Mokan Wealth Management Inc.
N/A—11,413-11,413-100%$4.3M———
Ameritas Investment Partners, Inc.
N/A—11,394-11,394-100%$4.3M———
Edgestream Partners, L.P.
N/A—11,324-11,324-100%$4.2M———
E Fund Management Co., Ltd.
N/A—11,256-11,256-100%$4.2M———
Bridges Investment Management Inc
N/A—11,218-11,218-100%$4.2M———
Arvest Bank Trust Division
N/A—11,130-11,130-100%$4.2M———
Ossiam
N/A—11,032-11,032-100%$4.1M———
Zions Bancorporation, National Association
N/A—11,024-11,024-100%$4.1M———
Settian Capital LP
N/A—11,000-11,000-100%$4.1M———
WCG Wealth Advisors LLC
N/A—10,799-10,799-100%$4.0M———
Evercore Wealth Management, LLC
N/A—10,784-10,784-100%$4.0M———
Mitchell Mcleod Pugh & Williams Inc
N/A—10,757-10,757-100%$4.0M———
SageView Advisory Group, LLC
N/A—10,591-10,591-100%$4.0M———
Evolve Private Wealth, LLC
N/A—10,589-10,589-100%$4.0M———
SouthState Bank Corp
N/A—10,578-10,578-100%$4.0M———
Advisory Alpha, LLC
N/A—10,544-10,544-100%$3.9M———
Geneos Wealth Management Inc.
N/A—10,501-10,501-100%$3.9M———
Ingalls & Snyder LLC
N/A—10,417-10,417-100%$3.9M———
Whittier Trust Co
N/A—10,410-10,410-100%$3.9M———
Valmark Advisers, Inc.
N/A—10,343-10,343-100%$3.9M———
Altrafin AG
N/A—10,324-10,324-100%$3.9M———
Intrust Bank NA
N/A—10,276-10,276-100%$3.8M———
Snowden Capital Advisors LLC
N/A—10,274-10,274-100%$3.8M———
NorthRock Partners, LLC
N/A—10,242-10,242-100%$3.8M———
Meridian Wealth Advisors, LLC
N/A—10,164-10,164-100%$3.8M———
Knuff & Co LLC
N/A—10,099-10,099-100%$3.8M———
Hhlr Advisors, Ltd.
N/A—10,043-10,043-100%$3.8M———
Coastal Bridge Advisors, LLC
N/A—9,935-9,935-100%$3.7M———
Birmingham Capital Management Co Inc
N/A—9,921-9,921-100%$3.7M———
Cary Street Partners Financial LLC
N/A—9,881-9,881-100%$3.7M———
Bull Harbor Capital LLC
N/A—9,827-9,827-100%$3.7M———
Level Four Advisory Services, LLC
N/A—9,739-9,739-100%$3.6M———
Hollencrest Capital Management
N/A—9,735-9,735-100%$3.6M———
Bluespring Wealth Management, LLC
N/A—9,682-9,682-100%$3.6M———
First Western Trust Bank
N/A—9,581-9,581-100%$3.6M———
Fayez Sarofim & Co
N/A—9,529-9,529-100%$3.6M———
Institute for Wealth Management, Llc.
N/A—9,517-9,517-100%$3.6M———
Chelsea Counsel Co
N/A—9,440-9,440-100%$3.5M———
ST Germain D J Co Inc
N/A—9,401-9,401-100%$3.5M———
Siemens Fonds Invest GmbH
N/A—9,375-9,375-100%$3.5M———
Beaton Management Co. Inc.
N/A—9,368-9,368-100%$3.5M———
Semper Augustus Investments Group LLC
N/A—9,352-9,352-100%$3.5M———
Melfa Wealth Management, Inc.
N/A—9,318-9,318-100%$3.5M———
Wulff, Hansen & Co.
N/A—9,310-9,310-100%$3.5M———
Optas, LLC
N/A—9,305-9,305-100%$3.5M———
Rockbridge Investment Management, LCC
N/A—9,237-9,237-100%$3.5M———
Rehmann Capital Advisory Group
N/A—9,199-9,199-100%$3.4M———
Brandywine Trust Co
N/A—9,108-9,108-100%$3.4M———
First Foundation Advisors
N/A—9,106-9,106-100%$3.4M———
Atlantic Union Bankshares Corp
N/A—9,043-9,043-100%$3.4M———
Little House Capital LLC
N/A—8,992-8,992-100%$3.4M———
North Star Asset Management Inc
N/A—8,982-8,982-100%$3.4M———
Stamos Capital Partners, L.P.
N/A—8,971-8,971-100%$3.4M———
Spinnaker Trust
N/A—8,857-8,857-100%$3.3M———
VAN Strum & Towne Inc.
N/A—8,654-8,654-100%$3.2M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—8,617-8,617-100%$3.2M———
Monetary Management Group Inc
N/A—8,566-8,566-100%$3.2M———
PCM Encore, LLC
N/A—8,549-8,549-100%$3.2M———
Florida Financial Advisors, LLC
N/A—8,363-8,363-100%$3.1M———
Bridgewater Advisors Inc.
N/A—8,323-8,323-100%$3.1M———
Aventura Private Wealth, LLC
N/A—8,269-8,269-100%$3.1M———
Quent Capital, LLC
N/A—8,136-8,136-100%$3.0M———
Legacy Financial Advisors, Inc.
N/A—8,132-8,132-100%$3.0M———
Financial Engines Advisors L.L.C.
N/A—8,117-8,117-100%$3.0M———
Okabena Investment Services Inc
N/A—8,076-8,076-100%$3.0M———
Ceeto Capital Group, LLC
N/A—8,073-8,073-100%$3.0M———
Fairfield, Bush & Co.
N/A—7,918-7,918-100%$3.0M———
New Republic Capital, LLC
N/A—7,871-7,871-100%$2.9M———
Dougherty & Associates, LLC
N/A—7,810-7,810-100%$2.9M———
Meiji Yasuda Life Insurance Co
N/A—7,761-7,761-100%$2.9M———
Klcm Advisors, Inc.
N/A—7,725-7,725-100%$2.9M———
V. M. Manning & Co., Inc.
N/A—7,712-7,712-100%$2.9M———
Thayer Partners, LLC / MA
N/A—7,672-7,672-100%$2.9M———
XTX Topco Ltd
N/A—7,634-7,634-100%$2.9M———
Mairs & Power Inc
N/A—7,525-7,525-100%$2.8M———
First Financial Bankshares Inc
N/A—7,515-7,515-100%$2.8M———
Gateway Wealth Partners, LLC
N/A—7,514-7,514-100%$2.8M———
First National Bank & Trust Co of Newtown
N/A—7,506-7,506-100%$2.7M———
Hodges Capital Management Inc.
N/A—7,425-7,425-100%$2.8M———
Boston Family Office LLC
N/A—7,419-7,419-100%$2.8M———
Kane Investment Management, Inc.
N/A—7,387-7,387-100%$2.8M———
Catalyst Financial Partners LLC
N/A—7,365-7,365-100%$2.8M———
Pettee Investors, Inc.
N/A—7,361-7,361-100%$2.8M———
Fremen Capital Management LP
N/A—7,345-7,345-100%$2.7M———
Waddell & Associates, LLC
N/A—7,317-7,317-100%$2.7M———
Beck Mack & Oliver LLC
N/A—7,262-7,262-100%$2.7M———
Koss-Olinger Consulting, LLC
N/A—7,238-7,238-100%$2.7M———
Shelton Capital Management
N/A—7,233-7,233-100%$2.7M———
Douglass Winthrop Advisors, LLC
N/A—7,203-7,203-100%$2.7M———
Groupama Asset Managment
N/A—7,185-7,185-100%$2.7M———
Azimuth Capital Investment Management LLC
N/A—7,076-7,076-100%$2.6M———
HighPoint Advisor Group LLC
N/A—7,045-7,045-100%$2.6M———
Harbor Advisors LLC
N/A—7,000-7,000-100%$2.6M———
Telligent Fund, LP
N/A—7,000-7,000-100%$2.6M———
Private Advisory Group LLC
N/A—6,972-6,972-100%$2.6M———
Checchi Capital Advisers, LLC
N/A—6,934-6,934-100%$2.6M———
Banque Transatlantique SA
N/A—6,921-6,921-100%$2.1M———
Personal CFO Solutions, LLC
N/A—6,915-6,915-100%$2.6M———
Hillsdale Investment Management Inc.
N/A—6,910-6,910-100%$2.6M———
First National Bank of Omaha
N/A—6,881-6,881-100%$2.6M———
Roundview Capital LLC
N/A—6,848-6,848-100%$2.6M———
Advyzon Investment Management, LLC
N/A—6,818-6,818-100%$2.5M———
Carroll Investors, Inc
N/A—6,755-6,755-100%$2.5M———
Pincus Capital Management, LP
N/A—6,750-6,750-100%$2.5M———
RB Capital Management, LLC
N/A—6,697-6,697-100%$2.5M———
BFC Planning, Inc.
N/A—6,697-6,697-100%$2.5M———
Meiji Yasuda Asset Management Co Ltd.
N/A—6,663-6,663-100%$2.5M———
Susquehanna Portfolio Strategies, LLC
N/A—6,617-6,617-100%$2.5M———
Entropy Technologies, LP
N/A—6,567-6,567-100%$2.5M———
Tocqueville Asset Management L.P.
N/A—6,534-6,534-100%$2.4M———
WealthTrust Axiom LLC
N/A—6,472-6,472-100%$2.4M———
Keystone Financial Group
N/A—6,452-6,452-100%$2.4M———
Wesleyan Assurance Society
N/A—6,451-6,451-100%$2.4M———
Westwood Holdings Group Inc
N/A—6,448-6,448-100%$2.4M———
Clearbridge Investments, LLC
N/A—6,410-6,410-100%$2.4M———
BBR Partners, LLC
N/A—6,391-6,391-100%$2.4M———
Horizon Kinetics Asset Management LLC
N/A—6,354-6,354-100%$2.4M———
Fiduciary Group, LLC
N/A—6,341-6,341-100%$2.4M———
Petra Financial Advisors Inc
N/A—6,340-6,340-100%$2.4M———
Smith, Moore & Co.
N/A—6,288-6,288-100%$2.4M———
MWA Asset Management
N/A—6,285-6,285-100%$2.3M———
Schnieders Capital Management, Llc.
N/A—6,254-6,254-100%$2.3M———
GeoWealth Management, LLC
N/A—6,221-6,221-100%$2.3M———
Hurricane Capital Advisors LLC
N/A—6,200-6,200-100%$2.3M———
New Paradigm Capital Management, LLC
N/A—6,200-6,200-100%$2.3M———
Ausdal Financial Partners, Inc.
N/A—6,162-6,162-100%$2.3M———
Baader Bank Aktiengesellschaft
N/A—6,125-6,125-100%$2.3M———
Stratos Wealth Advisors, LLC
N/A—6,068-6,068-100%$2.3M———
Nwam LLC
N/A—5,997-5,997-100%$2.2M———
Wealthquest Corp
N/A—5,997-5,997-100%$2.2M———
Capital Advisors Inc
N/A—5,970-5,970-100%$2.2M———
Berger Financial Group, Inc
N/A—5,961-5,961-100%$2.2M———
L2 Asset Management, LLC
N/A—5,951-5,951-100%$2.2M———
Sunflower Bank, N.A.
N/A—5,917-5,917-100%$2.2M———
Whitford Management LLC
N/A—5,895-5,895-100%$2.2M———
Hills Bank & Trust Co
N/A—5,888-5,888-100%$2.2M———
Waterloo Capital, L.P.
N/A—5,835-5,835-100%$2.2M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—5,812-5,812-100%$2.2M———
Owen LaRue, LLC
N/A—5,809-5,809-100%$2.2M———
Fortis Capital Advisors, LLC
N/A—5,800-5,800-100%$2.2M———
Counterweight Ventures, LLC
N/A—5,771-5,771-100%$2.2M———
Pure Financial Advisors, LLC
N/A—5,764-5,764-100%$2.2M———
Camelot Portfolios, LLC
N/A—5,755-5,755-100%$2.2M———
Whalerock Point Partners, LLC
N/A—5,739-5,739-100%$2.1M———
Dorsey & Whitney Trust Co LLC
N/A—5,722-5,722-100%$2.1M———
Hartford Funds Management Co LLC
N/A—5,619-5,619-100%$2.1M———
AlTi Global, Inc.
N/A—5,531-5,531-100%$2.1M———
Lionhunter Capital Management, LLC
N/A—5,528-5,528-100%$2.1M———
Quotient Wealth Partners, LLC
N/A—5,525-5,525-100%$2.1M———
Rodgers Brothers Inc.
N/A—5,522-5,522-100%$2.1M———
Glen Eagle Advisors, LLC
N/A—5,477-5,477-100%$2.0M———
Leigh Baldwin & Co., LLC
N/A—5,457-5,457-100%$2.0M———
Banco de Sabadell, S.a
N/A—5,452-5,452-100%$2.0M———
Regal Investment Advisors LLC
N/A—5,423-5,423-100%$2.0M———
Field & Main Bank
N/A—5,422-5,422-100%$2.0M———
Magnolia Capital Advisors LLC
N/A—5,409-5,409-100%$2.0M———
Osborne Partners Capital Management, LLC
N/A—5,342-5,342-100%$2.0M———
44 Wealth Management LLC
N/A—5,304-5,304-100%$2.0M———
Delta Asset Management LLC
N/A—5,300-5,300-100%$2.0M———
Colonial Trust Advisors
N/A—5,294-5,294-100%$2.0M———
Pring Turner Capital Group Inc
N/A—5,287-5,287-100%$2.0M———
Buckland Partners Management Co LLC
N/A—5,250-5,250-100%$2.0M———
Wealth Management Associates, Inc.
N/A—5,222-5,222-100%$2.0M———
Benchmark Investment Advisors LLC
N/A—5,210-5,210-100%$1.9M———
RiverFront Investment Group, LLC
N/A—5,170-5,170-100%$1.9M———
Insigneo Advisory Services, LLC
N/A—5,163-5,163-100%$1.9M———
Kiley Juergens Wealth Management, LLC
N/A—5,157-5,157-100%$1.9M———
Sagewood Asset Management LP
N/A—5,148-5,148-100%$1.9M———
Crawford Investment Counsel Inc
N/A—5,103-5,103-100%$1.9M———
Lbmc Investment Advisors, LLC
N/A—5,063-5,063-100%$1.9M———
Dkrt Investments Corp.
N/A—5,000-5,000-100%$1.9M———
Hardy Reed LLC
N/A—4,972-4,972-100%$1.9M———
Allred Capital Management, LLC
N/A—4,941-4,941-100%$1.8M———
Proficio Capital Partners LLC
N/A—4,936-4,936-100%$1.8M———
Dana Investment Advisors, Inc.
N/A—4,910-4,910-100%$1.8M———
NorthCoast Asset Management LLC
N/A—4,898-4,898-100%$1.8M———
Meridian Management Co
N/A—4,838-4,838-100%$1.8M———
Investment Counsel Co of Nevada
N/A—4,819-4,819-100%$1.8M———
Icon Wealth Advisors, LLC
N/A—4,807-4,807-100%$1.8M———
West Family Investments, Inc.
N/A—4,721-4,721-100%$1.8M———
Silver OAK Securities, Incorporated
N/A—4,720-4,720-100%$1.8M———
Centiva Capital, LP
N/A—4,719-4,719-100%$1.8M———
Vanguard National Trust Co
N/A—4,714-4,714-100%$1.8M———
Fort Sheridan Advisors LLC
N/A—4,696-4,696-100%$1.8M———
Prosperity Consulting Group, LLC
N/A—4,693-4,693-100%$1.8M———
Howe & Rusling Inc
N/A—4,673-4,673-100%$1.7M———
Perennial Investment Advisors, LLC
N/A—4,663-4,663-100%$1.7M———
Simmons Bank
N/A—4,656-4,656-100%$1.7M———
MJP Associates Inc
N/A—4,655-4,655-100%$1.7M———
Granite Bay Wealth Management, LLC
N/A—4,652-4,652-100%$1.7M———
Inspire Advisors, LLC
N/A—4,649-4,649-100%$1.7M———
Venturi Wealth Management, LLC
N/A—4,639-4,639-100%$1.7M———
Spartan Wealth Advisory Services LLC
N/A—4,613-4,613-100%$1.7M———
Ancora Advisors LLCA
N/A—4,595-4,595-100%$1.7M———
Kesler, Norman & Wride, LLC
N/A—4,585-4,585-100%$1.7M———
Fortress Private Ledger, LLC
N/A—4,557-4,557-100%$1.7M———
Strategic Financial Services, Inc.
N/A—4,524-4,524-100%$1.7M———
Rowlandmiller & Partners.adv
N/A—4,510-4,510-100%$1.7M———
Diametric Capital, LP
N/A—4,500-4,500-100%$1.7M———
Havemeyer Place LP
N/A—4,470-4,470-100%$1.7M———
Heritage Wealth Advisors
N/A—4,440-4,440-100%$1.7M———
Raelipskie Partnership
N/A—4,420-4,420-100%$1.7M———
Brooks, Moore & Associates, Inc.
N/A—4,390-4,390-100%$1.6M———
Defiance ETFs, LLC
N/A—4,380-4,380-100%$1.6M———
Mayflower Financial Advisors, LLC
N/A—4,347-4,347-100%$1.6M———
Xcelsior Advisor Partners LLC
N/A—4,327-4,327-100%$1.6M———
Aigen Investment Management, LP
N/A—4,306-4,306-100%$1.6M———
Karani Asset Management LLC
N/A—4,306-4,306-100%$1.6M———
LifePlan Investment Advisors, Inc.
N/A—4,303-4,303-100%$1.6M———
EFG International AG
N/A—4,296-4,296-100%$1.6M———
Greenline Wealth Management LLC
N/A—4,296-4,296-100%$1.6M———
Buckley Wealth Management, LLC
N/A—4,291-4,291-100%$1.6M———
IAM Advisory, LLC
N/A—4,290-4,290-100%$1.6M———
Knollwood Investment Advisory, LLC
N/A—4,282-4,282-100%$1.6M———
HFG Advisors, Inc.
N/A—4,280-4,280-100%$1.6M———
Providence Capital Advisors, LLC
N/A—4,274-4,274-100%$1.6M———
Colonial Trust Co / SC
N/A—4,245-4,245-100%$1.6M———
Systematic Alpha Investments, LLC
N/A—4,243-4,243-100%$1.6M———
HTG Investment Advisors, Inc.
N/A—4,219-4,219-100%$1.6M———
M1 Capital Management LLC
N/A—4,210-4,210-100%$1.6M———
Per Stirling Capital Management, Llc.
N/A—4,205-4,205-100%$1.6M———
Money Concepts Capital Corp
N/A—4,198-4,198-100%$1.6M———
Empirical Asset Management, LLC
N/A—4,191-4,191-100%$1.6M———
Sun Financial Inc
N/A—4,176-4,176-100%$1.5M———
SummitTX Capital, L.P.
N/A—4,159-4,159-100%$1.6M———
Lowe Brockenbrough & Co Inc
N/A—4,108-4,108-100%$1.5M———
Kintra Wealth, LLC
N/A—4,105-4,105-100%$1.5M———
Addison Capital Co
N/A—4,088-4,088-100%$1.5M———
Keel Point, LLC
N/A—4,087-4,087-100%$1.5M———
IFG Advisory, LLC
N/A—4,079-4,079-100%$1.5M———
Fox Hill Wealth Management
N/A—4,073-4,073-100%$1.5M———
AMJ Financial Wealth Management
N/A—4,056-4,056-100%$1.2M———
Truepoint, Inc.
N/A—4,032-4,032-100%$1.5M———
Cypress Capital Management LLC (WY)
N/A—4,029-4,029-100%$1.5M———
Wealth Alliance, LLC
N/A—4,022-4,022-100%$1.5M———
Ulysses Management LLC
N/A—4,000-4,000-100%$1.5M———
Wrapmanager Inc
N/A—3,993-3,993-100%$1.5M———
Sound View Wealth Advisors Group, LLC
N/A—3,989-3,989-100%$1.5M———
Parkwoods Wealth Partners, LLC
N/A—3,988-3,988-100%$1.5M———
Atlanta Consulting Group Advisors, LLC
N/A—3,973-3,973-100%$1.5M———
Acorns Advisers, LLC
N/A—3,970-3,970-100%$1.5M———
PeakShares LLC
N/A—3,967-3,967-100%$1.5M———
Ameriflex Group, Inc.
N/A—3,966-3,966-100%$1.5M———
Mosaic Family Wealth Partners, LLC
N/A—3,952-3,952-100%$1.5M———
Ducere Wealth Management LLC
N/A—3,947-3,947-100%$1.5M———
American Financial Advisors, LLC
N/A—3,947-3,947-100%$1.5M———
Drake & Associates, LLC
N/A—3,946-3,946-100%$1.5M———
Trivium Point Advisory, LLC
N/A—3,945-3,945-100%$1.5M———
Peak Retirement Planning, Inc.
N/A—3,942-3,942-100%$1.5M———
Flow Traders U.S. LLC
N/A—3,902-3,902-100%$1.5M———
Wescott Financial Advisory Group, LLC
N/A—3,895-3,895-100%$1.5M———
Rothschild Wealth LLC
N/A—3,869-3,869-100%$1.4M———
Cambria Investment Management, L.P.
N/A—3,864-3,864-100%$1.4M———
McLaughlin Asset Management, Inc.
N/A—3,861-3,861-100%$1.4M———
Wealthedge Investment Advisors, LLC
N/A—3,827-3,827-100%$1.4M———
King Wealth Management Group
N/A—3,819-3,819-100%$1.4M———
Heartland Bank & Trust Co
N/A—3,806-3,806-100%$1.4M———
Westmount Partners, LLC
N/A—3,778-3,778-100%$1.4M———
Donaldson Capital Management, LLC
N/A—3,776-3,776-100%$1.4M———
SVB Wealth LLC
N/A—3,773-3,773-100%$1.4M———
Tiaa Trust, National Association
N/A—3,769-3,769-100%$1.4M———
Nvest Financial, LLC
N/A—3,751-3,751-100%$1.4M———
Landscape Capital Management, L.L.C.
N/A—3,726-3,726-100%$1.4M———
Natural Investments, LLC
N/A—3,708-3,708-100%$1.4M———
Northstar Group, Inc.
N/A—3,669-3,669-100%$1.4M———
Diamant Asset Management, Inc.
N/A—3,668-3,668-100%$1.4M———
OneAscent Financial Services LLC
N/A—3,654-3,654-100%$1.4M———
HHM Wealth Advisors, LLC
N/A—3,619-3,619-100%$1.4M———
ARK Investment Management LLC
N/A—3,610-3,610-100%$1.3M———
Oxford Financial Group, Ltd. LLC
N/A—3,593-3,593-100%$1.3M———
Kera Capital Partners, Inc.
N/A—3,581-3,581-100%$1.3M———
Cary Street Partners Investment Advisory LLC
N/A—3,581-3,581-100%$1.3M———
Headinvest, LLC
N/A—3,578-3,578-100%$1.3M———
Becker Capital Management Inc
N/A—3,569-3,569-100%$1.3M———
Nicholson Meyer Capital Management, Inc.
N/A—3,543-3,543-100%$1.3M———
Phoenix Financial Ltd.
N/A—3,511-3,511-100%$1.3M———
SkyView Investment Advisors, LLC
N/A—3,500-3,500-100%$1.3M———
Forefront Wealth Partners, LLC
N/A—3,468-3,468-100%$1.3M———
Uniting Wealth Partners, LLC
N/A—3,467-3,467-100%$1.3M———
Bouchey Financial Group, Ltd.
N/A—3,451-3,451-100%$1.3M———
Secured Retirement Advisors, LLC
N/A—3,445-3,445-100%$1.3M———
Main Street Financial Solutions, LLC
N/A—3,442-3,442-100%$1.3M———
Sharpepoint LLC
N/A—3,434-3,434-100%$1.3M———
Millstone Evans Group, LLC
N/A—3,433-3,433-100%$1.3M———
Carson Advisory Inc.
N/A—3,430-3,430-100%$1.3M———
Shah Wealth Advisors, LLC
N/A—3,429-3,429-100%$1.3M———
FourThought Financial Partners, LLC
N/A—3,398-3,398-100%$1.3M———
Trillium Asset Management, LLC
N/A—3,329-3,329-100%$1.2M———
Handelsbanken Fonder AB
N/A—3,319-3,319-100%$1.2K———
Chancellor Financial Group WB LP
N/A—3,288-3,288-100%$1.2M———
Hilltop Holdings Inc.
N/A—3,287-3,287-100%$1.2M———
Bruce G. Allen Investments, LLC
N/A—3,286-3,286-100%$1.2M———
Marietta Investment Partners LLC
N/A—3,277-3,277-100%$1.2M———
Drive Wealth Management, LLC
N/A—3,269-3,269-100%$1.2M———
Cambient Family Office, LLC
N/A—3,248-3,248-100%$1.2M———
Founders Financial Alliance, LLC
N/A—3,220-3,220-100%$1.2M———
MidFirst Bank
N/A—3,212-3,212-100%$1.2M———
Henson-Edgewater Management, LLC
N/A—3,183-3,183-100%$1.2M———
Sovereign Financial Group, Inc.
N/A—3,183-3,183-100%$1.2M———
McNamara Financial Services, Inc.
N/A—3,157-3,157-100%$1.2M———
Everpar Advisors LLC
N/A—3,152-3,152-100%$1.2M———
FWG Holdings, LLC
N/A—3,152-3,152-100%$1.1M———
Tower Bridge Advisors
N/A—3,144-3,144-100%$1.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—3,134-3,134-100%$1.2M———
Strategies Wealth Advisors, LLC
N/A—3,128-3,128-100%$1.2M———
Transamerica Financial Advisors, LLC
N/A—3,123-3,123-100%$1.2M———
Fukoku Mutual Life Insurance Co
N/A—3,123-3,123-100%$1.2M———
Tyche Wealth Partners LLC
N/A—3,120-3,120-100%$1.2M———
BNP Paribas
N/A—3,116-3,116-100%$1.2M———
Townsquare Capital LLC
N/A—3,104-3,104-100%$1.2M———
Clarion Wealth Managment Partners, LLC
N/A—3,086-3,086-100%$1.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,072-3,072-100%$1.1M———
Marshall Financial Group, LLC
N/A—3,068-3,068-100%$1.1M———
Edmond de Rothschild Holding S.A.
N/A—3,057-3,057-100%$1.1M———
Thoroughbred Financial Services, LLC
N/A—3,055-3,055-100%$1.1M———
Crewe Advisors LLC
N/A—3,040-3,040-100%$1.1M———
Intellectus Partners, LLC
N/A—3,028-3,028-100%$1.1M———
Range Advisory, LLC
N/A—3,027-3,027-100%$1.1M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—3,018-3,018-100%$1.1M———
TRB Wealth Management, LLC
N/A—3,006-3,006-100%$1.1M———
Cape COD Five Cents Savings Bank
N/A—3,004-3,004-100%$1.1M———
GTS Securities LLC
N/A—2,992-2,992-100%$1.1M———
First Dallas Securities Inc.
N/A—2,957-2,957-100%$1.1M———
First Wilshire Securities Management Inc
N/A—2,937-2,937-100%$1.1M———
Bannerstone Capital Management, LLC
N/A—2,927-2,927-100%$1.1M———
RIK Saylor Financial, Inc.
N/A—2,921-2,921-100%$1.1M———
Partners Capital Investment Group, LLP
N/A—2,920-2,920-100%$1.1M———
Graney & King, LLC
N/A—2,896-2,896-100%$1.1M———
Round Rock Advisors LLC
N/A—2,893-2,893-100%$1.1M———
Ironwood Investment Counsel, LLC
N/A—2,890-2,890-100%$1.1M———
Gallagher Fiduciary Advisors, LLC
N/A—2,890-2,890-100%$1.1M———
Fort Point Capital Partners LLC
N/A—2,888-2,888-100%$1.1M———
Sonoma Private Wealth LLC
N/A—2,861-2,861-100%$1.1M———
Cyber Hornet ETFs LLC
N/A—2,844-2,844-100%$1.1M———
Holderness Investments Co
N/A—2,831-2,831-100%$1.1M———
TFR Capital, Llc.
N/A—2,814-2,814-100%$1.1M———
Basecamp Wealth Advisors LLC
N/A—2,812-2,812-100%$1.1M———
Earned Wealth Advisors, LLC
N/A—2,797-2,797-100%$1.0M———
Bay Rivers Group
N/A—2,768-2,768-100%$1.0M———
PYA Waltman Capital, LLC
N/A—2,757-2,757-100%$1.0M———
Pettyjohn, Wood & White, Inc
N/A—2,740-2,740-100%$1.0M———
Seeds Investor LLC
N/A—2,735-2,735-100%$1.0M———
Taylor Hoffman Capital Management LLC
N/A—2,727-2,727-100%$1.0M———
Lifeworks Advisors, LLC
N/A—2,725-2,725-100%$1.0M———
Zhang Financial LLC
N/A—2,722-2,722-100%$1.0M———
Jackson Thornton Wealth Management, LLC
N/A—2,722-2,722-100%$1.0M———
FAS Wealth Partners, Inc.
N/A—2,718-2,718-100%$1.0M———
Partners in Financial Planning
N/A—2,716-2,716-100%$1.0M———
Sfmg, LLC
N/A—2,710-2,710-100%$1.0M———
Rock Point Advisors, LLC
N/A—2,708-2,708-100%$1.0M———
Tiemann Investment Advisors, LLC
N/A—2,705-2,705-100%$1.0M———
CVA Family Office, LLC
N/A—2,703-2,703-100%$1.0M———
J. Goldman & Co LP
N/A—2,692-2,692-100%$1.0M———
Occudo Quantitative Strategies LP
N/A—2,682-2,682-100%$1.0M———
Members Trust Co
N/A—2,672-2,672-100%$998.6K———
West Michigan Advisors, LLC
N/A—2,642-2,642-100%$987.3K———
Asahi Life Asset Management Co., Ltd.
N/A—2,630-2,630-100%$982.9K———
Broderick Brian C
N/A—2,630-2,630-100%$982.9K———
Channel Wealth LLC
N/A—2,627-2,627-100%$981.9K———
Gladstone Capital Management LLP
N/A—2,611-2,611-100%$975.8K———
GWN Securities Inc.
N/A—2,610-2,610-100%$975.6K———
Resources Management Corp
N/A—2,609-2,609-100%$975.1K———
Reliant Investment Partners, LLC
N/A—2,605-2,605-100%$973.4K———
Alteri Wealth LLC
N/A—2,591-2,591-100%$968.4K———
Widmann Financial Services, Inc.
N/A—2,584-2,584-100%$965.7K———
DV Trading LLC
N/A—2,557-2,557-100%$955.6K———
Tanglewood Legacy Advisors, LLC
N/A—2,557-2,557-100%$955.6K———
LRI Investments, LLC
N/A—2,550-2,550-100%$953.0K———
First American Trust, FSB
N/A—2,544-2,544-100%$950.8K———
Trust Co of Kansas
N/A—2,534-2,534-100%$947.0K———
Strategic Investment Advisors / MI
N/A—2,533-2,533-100%$946.7K———
Greenwich Wealth Management LLC
N/A—2,530-2,530-100%$945.0K———
Gentry Private Wealth, LLC
N/A—2,530-2,530-100%$945.5K———
WNY Asset Management, LLC
N/A—2,529-2,529-100%$945.0K———
MainStreet Investment Advisors LLC
N/A—2,522-2,522-100%$942.5K———
First National Bank of Hutchinson
N/A—2,517-2,517-100%$940.7K———
Caxton Associates LLP
N/A—2,514-2,514-100%$939.6K———
Ironwood Investment Management LLC
N/A—2,513-2,513-100%$939.2K———
Marex Group Ltd
N/A—2,510-2,510-100%$938.1K———
Destination Wealth Management
N/A—2,509-2,509-100%$937.6K———
Bernicke Wealth Management, Ltd.
N/A—2,505-2,505-100%$936.2K———
HFM Investment Advisors, LLC
N/A—2,495-2,495-100%$932.5K———
Ellevest, Inc.
N/A—2,491-2,491-100%$528.2K———
Hudson Bay Capital Management LP
N/A—2,480-2,480-100%$926.9K———
Aberdeen Wealth Management LLC
N/A—2,468-2,468-100%$922.4K———
Dover Advisors, LLC
N/A—2,466-2,466-100%$760.5K———
Octavia Wealth Advisors, LLC
N/A—2,452-2,452-100%$916.3K———
DRW Securities, LLC
N/A—2,452-2,452-100%$916.4K———
Warner Group LLC
N/A—2,445-2,445-100%$913.9K———
United Bank
N/A—2,444-2,444-100%$913.4K———
Stratos Investment Management, LLC
N/A—2,442-2,442-100%$913.0K———
Fielder Capital Group LLC
N/A—2,432-2,432-100%$908.8K———
BCS Private Wealth Management, Inc.
N/A—2,421-2,421-100%$904.8K———
Core Alternative Capital
N/A—2,416-2,416-100%$902.9K———
Cornerstone Advisory, LLC
N/A—2,407-2,407-100%$899.6K———
Werba Rubin Papier Wealth Management
N/A—2,406-2,406-100%$899.2K———
Significant Wealth Partners LLC
N/A—2,403-2,403-100%$898.1K———
Gabelli & Co Investment Advisers, Inc.
N/A—2,400-2,400-100%$897.0K———
CNB Bank
N/A—2,399-2,399-100%$896.6K———
Intellus Advisors LLC
N/A—2,393-2,393-100%$894.3K———
Ballast Advisors LLC
N/A—2,387-2,387-100%$892.1K———
Royal Capital Wealth Management, LLC
N/A—2,384-2,384-100%$891.1K———
Alta Wealth Advisors LLC
N/A—2,384-2,384-100%$890.8K———
Addison Advisors LLC
N/A—2,377-2,377-100%$888.4K———
Pointe Capital Management LLC
N/A—2,368-2,368-100%$885.0K———
Brookwood Investment Group LLC
N/A—2,347-2,347-100%$877.1K———
WJ Financial Advisors LLC
N/A—2,346-2,346-100%$876.8K———
Johnson Financial Group, Inc.
N/A—2,335-2,335-100%$872.7K———
NCP Inc.
N/A—2,330-2,330-100%$870.6K———
Shufro Rose & Co LLC
N/A—2,329-2,329-100%$870.4K———
Guardian Wealth Advisors, LLC / NC
N/A—2,319-2,319-100%$866.5K———
Hirtle & Co., LLC
N/A—2,308-2,308-100%$862.6K———
Vision Retirement, LLC
N/A—2,304-2,304-100%$861.1K———
EWA, LLC
N/A—2,301-2,301-100%$860.0K———
Capital Investment Management, Inc.
N/A—2,291-2,291-100%$856.4K———
Lakeridge Wealth Management LLC
N/A—2,279-2,279-100%$851.8K———
Purkiss Capital Advisors LLC
N/A—2,260-2,260-100%$844.6K———
Eldridge Investment Advisors, Inc.
N/A—2,222-2,222-100%$830.4K———
Integrated Investment Consultants, LLC
N/A—2,210-2,210-100%$825.9K———
Ponta Wealth Partners, LLC
N/A—2,205-2,205-100%$824.1K———
Vantus Wealth LLC
N/A—2,204-2,204-100%$823.7K———
BlueSpruce Investments, LP
N/A—2,180-2,180-100%$814.7K———
WMS Group LLC
N/A—2,179-2,179-100%$814.4K———
Greykasell Wealth Strategies, Inc.
N/A—2,175-2,175-100%$812.9K———
Atlas Wealth LLC
N/A—2,173-2,173-100%$812.1K———
Byrne Financial Freedom, LLC
N/A—2,168-2,168-100%$810.4K———
Wellspring Financial Advisors, LLC
N/A—2,166-2,166-100%$809.5K———
Alesco Advisors, LLC, An ESL Co
N/A—2,156-2,156-100%$805.8K———
Neo Ivy Capital Management
N/A—2,154-2,154-100%$805.0K———
Pgim Custom Harvest LLC
N/A—2,150-2,150-100%$803.4K———
Auxier Asset Management LLC
N/A—2,145-2,145-100%$801.7K———
GSA Capital Partners LLP
N/A—2,142-2,142-100%$801.0K———
Community Bank, N.A.
N/A—2,141-2,141-100%$800.1K———
Gallo Partners, LP
N/A—2,141-2,141-100%$800.2K———
Private Wealth Asset Management, LLC
N/A—2,127-2,127-100%$794.9K———
Conscious Wealth Investments, LLC
N/A—2,124-2,124-100%$723.6K———
Poinciana Advisors Group, LLC
N/A—2,117-2,117-100%$791.2K———
Stonebrook Private Inc.
N/A—2,110-2,110-100%$788.7K———
Capstone Financial Advisors, Inc.
N/A—2,104-2,104-100%$786.4K———
GatePass Capital, LLC
N/A—2,095-2,095-100%$783.0K———
Nalls Sherbakoff Group, LLC
N/A—2,086-2,086-100%$779.6K———
Webster Bank, N. A.
N/A—2,073-2,073-100%$774.7K———
Trustmark Bank Trust Department
N/A—2,067-2,067-100%$772.5K———
Peak Asset Management, LLC
N/A—2,057-2,057-100%$768.8K———
Prelude Capital Management, LLC
N/A—2,049-2,049-100%$765.8K———
Sandler Capital Management
N/A—2,034-2,034-100%$760.2K———
Portland Global Advisors LLC
N/A—2,033-2,033-100%$759.8K———
Fora Capital, LLC
N/A—2,033-2,033-100%$759.1K———
Basepoint Wealth LLC
N/A—2,029-2,029-100%$758.4K———
AXA S.A.
N/A—2,009-2,009-100%$605.3K———
Entelevest, LLC
N/A—2,005-2,005-100%$749.3K———
Tevis Investment Management
N/A—2,002-2,002-100%$748.2K———
Rialto Wealth Management, LLC
N/A—1,999-1,999-100%$747.1K———
Retirement Capital Strategies
N/A—1,991-1,991-100%$744.1K———
Chatterton & Associates Inc.
N/A—1,985-1,985-100%$712.7K———
American Trust
N/A—1,980-1,980-100%$740.0K———
Van Hulzen Asset Management, LLC
N/A—1,973-1,973-100%$737.5K———
Strategic Wealth Partners, Ltd.
N/A—1,969-1,969-100%$735.9K———
Lumbard & Kellner, LLC
N/A—1,958-1,958-100%$731.8K———
Red Door Wealth Management, LLC
N/A—1,954-1,954-100%$730.4K———
BlueStem Wealth Partners, LLC
N/A—1,948-1,948-100%$727.9K———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,946-1,946-100%$727.3K———
Seven Springs Wealth Group, LLC
N/A—1,936-1,936-100%$723.5K———
Sienna Gestion
N/A—1,930-1,930-100%$729.3K———
Clearwater Capital Advisors, LLC
N/A—1,928-1,928-100%$720.5K———
Knightsbridge Asset Management, LLC
N/A—1,924-1,924-100%$719.1K———
Roberts Glore & Co Inc
N/A—1,923-1,923-100%$718.7K———
Dopkins Wealth Management, LLC
N/A—1,917-1,917-100%$716.4K———
Bridgefront Capital, LLC
N/A—1,913-1,913-100%$714.9K———
Prestige Wealth Management Group LLC
N/A—1,910-1,910-100%$713.9K———
Severin Investments, LLC
N/A—1,896-1,896-100%$708.6K———
Consultiva Wealth Management, Corp.
N/A—1,895-1,895-100%$708.2K———
Summit Wealth Group, LLC
N/A—1,885-1,885-100%$704.5K———
ProVise Management Group, LLC
N/A—1,877-1,877-100%$701.4K———
Resurgent Financial Advisors LLC
N/A—1,875-1,875-100%$700.7K———
Spirepoint Private Client, LLC
N/A—1,852-1,852-100%$692.2K———
JTC Employer Solutions Trustee Ltd
N/A—1,850-1,850-100%$691.0K———
Kinetic Wealth Investment Advisors LLC
N/A—1,838-1,838-100%$687.0K———
Duncan Williams Asset Management, LLC
N/A—1,830-1,830-100%$684.1K———
Expressive Wealth LLC
N/A—1,821-1,821-100%$680.6K———
SHP Wealth Management
N/A—1,808-1,808-100%$675.8K———
Intrepid Financial Planning Group LLC
N/A—1,808-1,808-100%$675.7K———
American Investment Services, Inc.
N/A—1,803-1,803-100%$673.8K———
Dynasty Wealth Management, LLC
N/A—1,803-1,803-100%$673.7K———
Drucker Wealth 3.0, LLC
N/A—1,799-1,799-100%$672.3K———
SGL Investment Advisors, Inc.
N/A—1,793-1,793-100%$657.5K———
Bedel Financial Consulting, Inc.
N/A—1,792-1,792-100%$669.6K———
Kavar Capital Partners Group, LLC
N/A—1,792-1,792-100%$669.7K———
Coign Capital Advisors LLC
N/A—1,782-1,782-100%$666.0K———
Keebeck Wealth Management
N/A—1,777-1,777-100%$664.1K———
ESL Trust Services, LLC
N/A—1,764-1,764-100%$659.3K———
Capital Wealth Planning, LLC
N/A—1,760-1,760-100%$657.8K———
Advance Capital Management, Inc.
N/A—1,760-1,760-100%$657.8K———
Signet Private Wealth LLC
N/A—1,752-1,752-100%$654.8K———
Caerus Investment Advisors, LLC
N/A—1,751-1,751-100%$654.4K———
Morris Financial Concepts, Inc.
N/A—1,734-1,734-100%$648.0K———
Harbor Advisory Corp
N/A—1,728-1,728-100%$645.8K———
Hilltop Partners LLC
N/A—1,725-1,725-100%$644.7K———
Darden Wealth Group Inc
N/A—1,720-1,720-100%$642.8K———
First Commonwealth Financial Corp
N/A—1,717-1,717-100%$641.6K———
Stonebridge Capital Advisors LLC
N/A—1,706-1,706-100%$637.6K———
Menard Financial Group LLC
N/A—1,703-1,703-100%$636.5K———
Ariadne Wealth Management, LP
N/A—1,702-1,702-100%$636.1K———
Bantamac Capital, LLC
N/A—1,700-1,700-100%$635.3K———
Beacon Harbor Wealth Advisors, Inc.
N/A—1,688-1,688-100%$607.8K———
Strategic Investment Solutions, Inc.
N/A—1,686-1,686-100%$630.1K———
IFS Group,LLC
N/A—1,676-1,676-100%$626.4K———
Summitry LLC
N/A—1,673-1,673-100%$625.2K———
Medallion Wealth Advisors, LLC
N/A—1,637-1,637-100%$613.0K———
Easterly Investment Partners LLC
N/A—1,637-1,637-100%$611.8K———
Topsail Wealth Management, LLC
N/A—1,635-1,635-100%$611.0K———
Atlas Legacy Advisors, LLC
N/A—1,633-1,633-100%$585.6K———
KEB Asset Management, LLC
N/A—1,629-1,629-100%$609.0K———
Terril Brothers, Inc.
N/A—1,623-1,623-100%$606.6K———
Wall Street Financial Group, Inc.
N/A—1,621-1,621-100%$585.6K———
CIM, LLC
N/A—1,621-1,621-100%$605.8K———
Brave Asset Management Inc
N/A—1,621-1,621-100%$605.8K———
Sand Hill Global Advisors, LLC
N/A—1,617-1,617-100%$604.3K———
Teachers Insurance & Annuity Association of America
N/A—1,613-1,613-100%$602.8K———
Dunhill Financial, LLC
N/A—1,612-1,612-100%$602.7K———
Saranac Partners Ltd
N/A—1,610-1,610-100%$601.7K———
Frisch Financial Group, Inc.
N/A—1,608-1,608-100%$601.1K———
One Charles Private Wealth Services, LLC
N/A—1,606-1,606-100%$600.0K———
Calton & Associates, Inc.
N/A—1,595-1,595-100%$596.2K———
Bollard Group LLC
N/A—1,590-1,590-100%$594.0K———
Palumbo Wealth Management LLC
N/A—1,586-1,586-100%$592.7K———
Apriem Advisors
N/A—1,575-1,575-100%$588.5K———
Gould Asset Management LLC
N/A—1,572-1,572-100%$587.5K———
Ninepoint Partners LP
N/A—1,568-1,568-100%$586.0K———
Cozad Asset Management Inc
N/A—1,560-1,560-100%$583.0K———
Roble, Belko & Company, Inc
N/A—1,546-1,546-100%$578.0K———
Operose Advisors LLC
N/A—1,544-1,544-100%$577.0K———
North Dallas Bank & Trust Co
N/A—1,542-1,542-100%$576.3K———
Swiss RE LTD
N/A—1,537-1,537-100%$574.4K———
Safeguard Investment Advisory Group, LLC
N/A—1,534-1,534-100%$573.3K———
Southeast Asset Advisors, LLC
N/A—1,529-1,529-100%$571.4K———
Legacy Wealth Advisors, LLC
N/A—1,529-1,529-100%$571.4K———
LM Advisors LLC
N/A—1,528-1,528-100%$571.0K———
Family Manage LLC
N/A—1,520-1,520-100%$568.1K———
Wallace Advisory Group, LLC
N/A—1,511-1,511-100%$564.7K———
Charter Research & Investment Group, Inc.
N/A—1,510-1,510-100%$564.3K———
ABN Amro Bank N.V.
N/A—1,509-1,509-100%$562.9K———
Francis Financial, Inc.
N/A—1,503-1,503-100%$561.7K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,495-1,495-100%$558.7K———
Riverstone Advisors, LLC
N/A—1,489-1,489-100%$556.4K———
Dock Street Asset Management Inc
N/A—1,486-1,486-100%$555.4K———
Swisher Financial Concepts, Inc.
N/A—1,483-1,483-100%$554.3K———
BlackDiamond Wealth Management, LLC
N/A—1,475-1,475-100%$540.7K———
Sandy Cove Advisors, LLC
N/A—1,471-1,471-100%$549.6K———
F/m Investments LLC
N/A—1,471-1,471-100%$549.8K———
Swan Global Investments, LLC
N/A—1,469-1,469-100%$549.0K———
Rexford Capital Inc
N/A—1,465-1,465-100%$547.5K———
Astoria Portfolio Advisors Llc.
N/A—1,461-1,461-100%$545.9K———
Carl P. Sherr & Co., LLC
N/A—1,447-1,447-100%$540.8K———
Rasp Wealth Solutions, LLC
N/A—1,445-1,445-100%$540.0K———
RPS Advisory Solutions LLC
N/A—1,442-1,442-100%$539.0K———
Tortoise Investment Management, LLC
N/A—1,431-1,431-100%$534.8K———
Wayfinding Financial, LLC
N/A—1,431-1,431-100%$534.0K———
Demming Financial Services Corp
N/A—1,429-1,429-100%$534.0K———
Liberty Wealth Management LLC
N/A—1,421-1,421-100%$403.6K———
Panoramic Capital Partners, LLC
N/A—1,420-1,420-100%$530.9K———
Atom Investors LP
N/A—1,418-1,418-100%$529.9K———
Sovereign Investment Advisors, LLC
N/A—1,414-1,414-100%$528.5K———
Fiduciary Financial Advisors
N/A—1,411-1,411-100%$524.7K———
CCG Wealth Management, LLC
N/A—1,410-1,410-100%$526.8K———
Eaton Financial Holdings Company, LLC
N/A—1,406-1,406-100%$525.3K———
McGowan Group Asset Management, Inc.
N/A—1,405-1,405-100%$525.2K———
PAX Financial Group, LLC
N/A—1,402-1,402-100%$524.0K———
Cahill Financial Advisors Inc
N/A—1,401-1,401-100%$523.7K———
Castle Wealth Management LLC
N/A—1,400-1,400-100%$523.2K———
Flatrock Wealth Partners LLC
N/A—1,394-1,394-100%$520.9K———
Miller Capital Partners, Inc.
N/A—1,392-1,392-100%$520.2K———
Olde Wealth Management, LLC
N/A—1,390-1,390-100%$519.0K———
Proactive Wealth Strategies LLC
N/A—1,384-1,384-100%$517.5K———
M3 Advisory Group, LLC
N/A—1,381-1,381-100%$516.2K———
Darwin Wealth Management, LLC
N/A—1,364-1,364-100%$510.0K———
Two Sigma Securities, LLC
N/A—1,363-1,363-100%$509.4K———
Affinity Wealth Management LLC
N/A—1,358-1,358-100%$507.4K———
Planning Alternatives LTD
N/A—1,348-1,348-100%$503.8K———
Legacy Capital Group California, Inc.
N/A—1,347-1,347-100%$503.4K———
NewSquare Capital LLC
N/A—1,339-1,339-100%$500.4K———
OneAscent Family Office, LLC
N/A—1,330-1,330-100%$497.2K———
Ethos Financial Group, LLC
N/A—1,329-1,329-100%$466.0K———
Novak & Powell Financial Services, Inc.
N/A—1,327-1,327-100%$496.0K———
Disciplined Investments, LLC
N/A—1,325-1,325-100%$495.2K———
VestGen Investment Management
N/A—1,320-1,320-100%$493.3K———
PIN OAK Investment Advisors Inc
N/A—1,319-1,319-100%$493.0K———
BSW Wealth Partners
N/A—1,318-1,318-100%$492.6K———
Laraway Financial Advisors Inc
N/A—1,318-1,318-100%$492.5K———
Consilio Wealth Advisors, LLC
N/A—1,317-1,317-100%$492.4K———
Alpha Financial Partners LLC
N/A—1,316-1,316-100%$491.9K———
Kidder Stephen W
N/A—1,315-1,315-100%$491.5K———
Dearborn Partners LLC
N/A—1,314-1,314-100%$491.1K———
Sittner & Nelson, LLC
N/A—1,313-1,313-100%$490.7K———
Rogco, LP
N/A—1,310-1,310-100%$489.6K———
Continuum Advisory, LLC
N/A—1,309-1,309-100%$489.2K———
Innovative Asset Advisors Group, LLC
N/A—1,307-1,307-100%$488.4K———
Wick Capital Partners, LLC
N/A—1,307-1,307-100%$488.5K———
Tudor Financial Inc.
N/A—1,305-1,305-100%$487.7K———
Vista Investment Management
N/A—1,304-1,304-100%$487.3K———
Cape ANN Savings Bank
N/A—1,301-1,301-100%$486.2K———
CoreFirst Bank & Trust
N/A—1,292-1,292-100%$482.9K———
Vista Cima Wealth Management LLC
N/A—1,289-1,289-100%$481.7K———
Caldwell Sutter Capital, Inc.
N/A—1,287-1,287-100%$480.9K———
Alpha Zero LLC
N/A—1,286-1,286-100%$444.6K———
TD Capital Management LLC
N/A—1,277-1,277-100%$477.1K———
Twin Peaks Wealth Advisors, LLC
N/A—1,277-1,277-100%$477.3K———
KMT Wealth Management, LLC
N/A—1,271-1,271-100%$475.1K———
Moment Partners, LLC
N/A—1,268-1,268-100%$473.9K———
RFP Financial Group LLC
N/A—1,268-1,268-100%$473.5K———
Steadtrust LLC
N/A—1,267-1,267-100%$473.7K———
Citizens Business Bank
N/A—1,266-1,266-100%$473.1K———
FLC Capital Advisors
N/A—1,263-1,263-100%$471.9K———
ODonnell Financial Services, LLC
N/A—1,262-1,262-100%$471.7K———
1015 Capital Partners, LLC
N/A—1,254-1,254-100%$468.7K———
Corus Family Wealth Advisors
N/A—1,248-1,248-100%$466.3K———
Forum Finance Group S.A.
N/A—1,245-1,245-100%$376———
Ehrenkranz Partners L.P.
N/A—1,243-1,243-100%$464.5K———
FreeGulliver LLC
N/A—1,243-1,243-100%$464.5K———
Cetera Trust Company, N.a
N/A—1,242-1,242-100%$464.2K———
denkapparat Operations GmbH
N/A—1,242-1,242-100%$464.2K———
Sciencast Management LP
N/A—1,239-1,239-100%$463.1K———
Asset Management Group, Inc.
N/A—1,237-1,237-100%$462.4K———
Core Wealth Advisors, Inc.
N/A—1,236-1,236-100%$461.9K———
Indie Asset Partners, LLC
N/A—1,233-1,233-100%$460.8K———
Allium Financial Advisors, LLC
N/A—1,233-1,233-100%$460.7K———
Garrison Point Advisors, LLC
N/A—1,231-1,231-100%$460.1K———
Disciplined Investors, L.L.C.
N/A—1,227-1,227-100%$458.7K———
Boyd Watterson Asset Management LLC
N/A—1,224-1,224-100%$457.4K———
Fortune Financial Advisors, LLC
N/A—1,217-1,217-100%$454.9K———
Wealthspan Partners, LLC
N/A—1,216-1,216-100%$454.5K———
Madison Wealth Partners, Inc
N/A—1,204-1,204-100%$450.0K———
Prosperity Bancshares Inc
N/A—1,201-1,201-100%$448.9K———
Fiera Capital Corp
N/A—1,195-1,195-100%$446.6K———
Meadowbrook Advisors Group, LLC
N/A—1,195-1,195-100%$446.6K———
Granite Harbor Advisors, Inc.
N/A—1,193-1,193-100%$445.9K———
Legacy Edge Advisors, LLC
N/A—1,191-1,191-100%$445.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,190-1,190-100%$444.0K———
Marco Investment Management LLC
N/A—1,189-1,189-100%$444.4K———
Elite Life Management LLC
N/A—1,185-1,185-100%$451.7K———
Lcnb Corp
N/A—1,172-1,172-100%$438.0K———
New World Advisors LLC
N/A—1,171-1,171-100%$437.6K———
Fi3 Financial Advisors, LLC
N/A—1,169-1,169-100%$414.2K———
Capstone Investment Advisors, LLC
N/A—1,165-1,165-100%$435.4K———
Second Line Capital, LLC
N/A—1,161-1,161-100%$433.9K———
Polymer Capital Management (US) LLC
N/A—1,150-1,150-100%$429.8K———
Walsky Investment Management, Inc.
N/A—1,150-1,150-100%$429.8K———
Buffalo Business & Estate Services LTD
N/A—1,145-1,145-100%$427.9K———
Strive Financial Group,LLC
N/A—1,142-1,142-100%$426.8K———
Windsor Advisory Group, LLC
N/A—1,139-1,139-100%$425.7K———
Precision Wealth Strategies, LLC
N/A—1,135-1,135-100%$424.2K———
Cannon Wealth Management Services, LLC
N/A—1,135-1,135-100%$424.2K———
LaSalle St. Investment Advisors, LLC
N/A—1,130-1,130-100%$422.3K———
Redwood Investment Management, LLC
N/A—1,130-1,130-100%$422.0K———
Dorsey Wright & Associates
N/A—1,126-1,126-100%$420.8K———
NCM Capital Management, LLC
N/A—1,125-1,125-100%$420.4K———
HC Advisors, LLC
N/A—1,125-1,125-100%$420.5K———
Parsonex Advisory Services, Inc.
N/A—1,123-1,123-100%$418.4K———
Hall Capital Management Co Inc
N/A—1,120-1,120-100%$418.6K———
Carr Financial Group Corp
N/A—1,119-1,119-100%$418.3K———
Aspire Growth Partners LLC
N/A—1,119-1,119-100%$418.3K———
Dogwood Wealth Management LLC
N/A—1,117-1,117-100%$417.5K———
Hemenway Trust Co LLC
N/A—1,112-1,112-100%$415.6K———
Calydon Capital
N/A—1,111-1,111-100%$415.2K———
Birchcreek Wealth Management, LLC
N/A—1,110-1,110-100%$414.8K———
Hutchinson Capital Management
N/A—1,107-1,107-100%$413.7K———
Van Diest Capital, LLC
N/A—1,106-1,106-100%$413.3K———
LeClair Wealth Partners LLC
N/A—1,105-1,105-100%$412.9K———
Aimz Investment Advisors, LLC
N/A—1,102-1,102-100%$411.9K———
Sandro Wealth Management LLC
N/A—1,099-1,099-100%$410.9K———
National Philanthropic Trust
N/A—1,097-1,097-100%$410.0K———
Vawter Financial, Ltd.
N/A—1,095-1,095-100%$409.2K———
Prostatis Group LLC
N/A—1,091-1,091-100%$407.8K———
Engineers Gate Manager LP
N/A—1,087-1,087-100%$406.2K———
Paces Ferry Wealth Advisors, LLC
N/A—1,083-1,083-100%$404.8K———
Sound Capital Solutions LLC
N/A—1,083-1,083-100%$404.8K———
Brendel Financial Advisors LLC
N/A—1,083-1,083-100%$404.8K———
N.E.W. Advisory Services LLC
N/A—1,083-1,083-100%$404.7K———
Optimize Financial Inc.
N/A—1,083-1,083-100%$404.8K———
iSAM Funds (UK) Ltd
N/A—1,080-1,080-100%$403.6K———
Kinloch Capital, LLC
N/A—1,079-1,079-100%$403.3K———
J Hagan Capital, Inc.
N/A—1,078-1,078-100%$402.9K———
Lansing Street Advisors
N/A—1,074-1,074-100%$401.4K———
Davis Wealth Advisors, LLC
N/A—1,074-1,074-100%$401.4K———
Centric Wealth Management
N/A—1,074-1,074-100%$301.3K———
Keating Financial Advisory Services, Inc.
N/A—1,073-1,073-100%$401.0K———
Investment Advisory Group, LLC
N/A—1,071-1,071-100%$400.3K———
Genesis Wealth Advisors, LLC
N/A—1,068-1,068-100%$399.1K———
PCB Capital LLC
N/A—1,067-1,067-100%$398.8K———
Cogent Private Wealth, Inc.
N/A—1,062-1,062-100%$397.0K———
nVerses Capital, LLC
N/A—1,059-1,059-100%$395.8K———
LWM Advisory Services, LLC
N/A—1,058-1,058-100%$395.4K———
Rollins Financial Advisors, LLC
N/A—1,056-1,056-100%$394.7K———
Northwest Bancshares, Inc.
N/A—1,055-1,055-100%$394.1K———
Walter & Keenan Wealth Management LLC
N/A—1,040-1,040-100%$388.7K———
SOA Wealth Advisors, Llc.
N/A—1,026-1,026-100%$383.6K———
Tradition Wealth Management, LLC
N/A—1,024-1,024-100%$382.6K———
Oxbow Advisors, LLC
N/A—1,014-1,014-100%$379.0K———
WFA of San Diego, LLC
N/A—1,013-1,013-100%$365.3K———
Chesapeake Wealth Management
N/A—1,012-1,012-100%$378.2K———
Legato Capital Management LLC
N/A—1,010-1,010-100%$377.5K———
Vectors Research Management, LLC
N/A—1,007-1,007-100%$376.4K———
Maridea Wealth Management LLC
N/A—1,002-1,002-100%$374.6K———
Northstar Financial Companies, Inc.
N/A—1,002-1,002-100%$374.5K———
Hexagon Capital Partners LLC
N/A—1,002-1,002-100%$374.5K———
Anchor Bay Capital, Inc.
N/A—1,002-1,002-100%$367.4K———
Pinney & Scofield, Inc.
N/A—1,001-1,001-100%$374.2K———
CM Wealth Advisors LLC
N/A—1,001-1,001-100%$374.1K———
Cohen & Steers, Inc.
N/A—1,000-1,000-100%$374.0K———
AlphaGrep UK Ltd
N/A—999-999-100%$373.4K———
Abbot Financial Management, Inc.
N/A—998-998-100%$373.0K———
CFO4Life Group, LLC
N/A—994-994-100%$371.3K———
AssuredPartners Investment Advisors, LLC
N/A—989-989-100%$369.6K———
Magnolia Private Wealth, LLC
N/A—989-989-100%$369.6K———
Headlands Technologies LLC
N/A—987-987-100%$368.9K———
Cornerstone Capital, Inc.
N/A—985-985-100%$368.1K———
Blalock Williams, LLC
N/A—980-980-100%$366.3K———
Volterra Technologies LP
N/A—978-978-100%$365.5K———
Sachetta, LLC
N/A—975-975-100%$364.4K———
Keyvantage Wealth, LLC
N/A—974-974-100%$363.9K———
Aspen Grove Capital, LLC
N/A—974-974-100%$364.1K———
Falcon Wealth Planning
N/A—966-966-100%$360.9K———
Boston Research & Management Inc
N/A—965-965-100%$360.7K———
BOK Financial Private Wealth, Inc.
N/A—960-960-100%$358.6K———
Houlihan Financial Resource Group, Ltd.
N/A—960-960-100%$358.8K———
Omnia Family Wealth, LLC
N/A—953-953-100%$356.2K———
49 Wealth Management, LLC
N/A—949-949-100%$354.7K———
Alongside, LLC
N/A—949-949-100%$354.7K———
Auxano Advisors, LLC
N/A—947-947-100%$353.9K———
Hardman Johnston Global Advisors LLC
N/A—946-946-100%$353.5K———
Northwest Quadrant Wealth Management, LLC
N/A—941-941-100%$351.8K———
Good Steward Wealth Advisors,LLC
N/A—937-937-100%$350.2K———
Verity Wealth Advisors
N/A—933-933-100%$348.7K———
Capula Management Ltd
N/A—930-930-100%$347.6K———
Keynote Financial Services LLC
N/A—929-929-100%$347.4K———
Avenir Corp
N/A—925-925-100%$345.7K———
Hilltop Wealth Advisors, LLC
N/A—913-913-100%$341.2K———
Liberty Square Wealth Partners LLC
N/A—905-905-100%$338.2K———
Westerkirk Capital Inc.
N/A—904-904-100%$337.9K———
German American Bancorp, Inc.
N/A—903-903-100%$337.5K———
Iron Gate Global Advisors LLC
N/A—901-901-100%$336.7K———
Bank of Hawaii
N/A—901-901-100%$336.7K———
Bogart Wealth, LLC
N/A—901-901-100%$336.9K———
RNC Capital Management LLC
N/A—900-900-100%$336.4K———
Mcguire Capital Advisors Inc
N/A—892-892-100%$333.4K———
UP Strategic Wealth Investment Advisors LLC
N/A—890-890-100%$339.2K———
JT Stratford LLC
N/A—889-889-100%$332.2K———
Summit Wealth Partners, LLC
N/A—881-881-100%$329.3K———
Financial Life Planners
N/A—881-881-100%$329.3K———
Rockbridge Asset Management LLC
N/A—875-875-100%$327.0K———
One Capital Management, LLC
N/A—874-874-100%$248.0K———
Faithward Advisors, LLC
N/A—869-869-100%$324.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—866-866-100%$323.7K———
Godfrey Financial Associates, Inc.
N/A—865-865-100%$323.3K———
Harvest Investment Services, LLC
N/A—861-861-100%$321.7K———
Continental Investors Services, Inc.
N/A—857-857-100%$326.6K———
Thomasville National Bank
N/A—855-855-100%$319.5K———
EntryPoint Capital, LLC
N/A—855-855-100%$319.5K———
GW&K Investment Management, LLC
N/A—854-854-100%$319.0K———
Financial Gravity Companies, Inc.
N/A—853-853-100%$318.8K———
Claret Asset Management Corp
N/A—852-852-100%$318.0K———
Alphadyne Asset Management LP
N/A—851-851-100%$318.0K———
Sharp Wealth Advisory, LLC
N/A—850-850-100%$317.7K———
Arbor Trust Wealth Advisors, LLC
N/A—840-840-100%$314.1K———
CTC Alternative Strategies, Ltd.
N/A—840-840-100%$313.9K———
Providence Financial Advisors, LLC
N/A—834-834-100%$311.7K———
Latko Wealth Management, Ltd.
N/A—833-833-100%$311.5K———
Wellington-Altus USA Inc.
N/A—831-831-100%$235.8K———
Mittelman Wealth Management
N/A—829-829-100%$336.7K———
Strategic Financial Concepts, LLC
N/A—821-821-100%$306.9K———
Rench Wealth Management, Inc.
N/A—818-818-100%$305.7K———
Financial Avengers, Inc.
N/A—816-816-100%$305.1K———
One Wealth Advisors, LLC
N/A—813-813-100%$303.8K———
Stonebridge Financial Group, LLC / MO
N/A—812-812-100%$303.6K———
Crestmont Private Wealth LLC
N/A—802-802-100%$299.7K———
von Borstel & Associates, Inc.
N/A—800-800-100%$298.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—800-800-100%$299.0K———
Impact Partnership Wealth, LLC
N/A—799-799-100%$298.5K———
OneAscent Investment Solutions LLC
N/A—793-793-100%$296.4K———
Arrowroot Family Office, LLC
N/A—790-790-100%$295.3K———
Dividend Assets Capital, LLC
N/A—784-784-100%$293.0K———
VAN DEN Berg Management I, Inc
N/A—780-780-100%$291.5K———
one8zero8, LLC
N/A—774-774-100%$289.3K———
NorthStar Asset Management LLC
N/A—772-772-100%$288.4K———
Cercano Management LLC
N/A—769-769-100%$287.4K———
Cauble & Harre Wealth Management, Inc.
N/A—768-768-100%$287.0K———
Delta Investment Management, LLC
N/A—767-767-100%$286.5K———
Texas Yale Capital Corp.
N/A—766-766-100%$286.4K———
Talisman Wealth Advisors LLC
N/A—764-764-100%$285.7K———
Daner Wealth Management, LLC
N/A—762-762-100%$274.8K———
Goepper Burkhardt LLC
N/A—762-762-100%$284.7K———
Sankala Group LLC
N/A—760-760-100%$284.0K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—759-759-100%$283.5K———
Game Plan Financial Advisors, LLC
N/A—758-758-100%$283.1K———
Symphony Financial Services, Inc.
N/A—758-758-100%$283.4K———
Corsicana & Co.
N/A—756-756-100%$282.5K———
Golden Road Advisors LLC
N/A—755-755-100%$282.2K———
truNorth Financial Services, Inc.
N/A—747-747-100%$279.2K———
Somerville Kurt F
N/A—747-747-100%$279.2K———
Cura Wealth Advisors, LLC
N/A—745-745-100%$278.6K———
Storgate, LLC
N/A—743-743-100%$277.7K———
WorthPointe, LLC
N/A—742-742-100%$277.4K———
DF Dent & Co Inc
N/A—741-741-100%$276.9K———
Everest Private Wealth
N/A—739-739-100%$276.2K———
Clearstead Trust, LLC
N/A—734-734-100%$274.4K———
JAG Capital Management, LLC
N/A—732-732-100%$273.7K———
Hamrick Investment Counsel, llc
N/A—732-732-100%$273.6K———
S&T Bank
N/A—732-732-100%$273.6K———
L & S Advisors Inc
N/A—731-731-100%$273.2K———
Stonebridge Financial Group, LLC
N/A—731-731-100%$273.0K———
Pitcairn Wealth Advisors LLC
N/A—729-729-100%$272.4K———
Meridian Wealth Partners, LLC
N/A—722-722-100%$269.8K———
JPL Wealth Management, LLC
N/A—721-721-100%$269.5K———
Satovsky Asset Management LLC
N/A—712-712-100%$266.2K———
IFC Advisors LLC
N/A—712-712-100%$266.1K———
Purpose Unlimited Inc.
N/A—710-710-100%$265.3K———
Wexford Capital LP
N/A—705-705-100%$263.5K———
Red Wave Investments LLC
N/A—703-703-100%$262.7K———
Chesapeake Asset Management LLC
N/A—702-702-100%$262.7K———
River Wealth Advisors LLC
N/A—701-701-100%$262.0K———
STG Securities, LLC
N/A—700-700-100%$261.6K———
Arcus Capital Partners, LLC
N/A—699-699-100%$261.1K———
Legacy Financial Group LLC
N/A—691-691-100%$258.3K———
Summit Wealth & Retirement Planning, Inc.
N/A—691-691-100%$258.3K———
Signal Tree Financial Partners LLC
N/A—691-691-100%$258.1K———
Garden State Investment Advisory Services LLC
N/A—688-688-100%$257.1K———
MA Private Wealth
N/A—685-685-100%$256.0K———
St. Nicholas Private Asset Management, Inc
N/A—685-685-100%$256.0K———
Cofg Advisors, LLC
N/A—684-684-100%$255.6K———
Intrepid Capital Management Inc
N/A—681-681-100%$254.4K———
Mainstay Capital Management LLC
N/A—677-677-100%$253.0K———
Concorde Asset Management, LLC
N/A—676-676-100%$252.7K———
Beacon Bridge Wealth Partners, LLC
N/A—674-674-100%$251.9K———
Clarendon Private LLC
N/A—671-671-100%$250.8K———
Thompson David Blair
N/A—670-670-100%$250.4K———
Wealthspire Retirement, LLC
N/A—664-664-100%$248.1K———
Riverview Trust Co
N/A—664-664-100%$248.2K———
Gilbert & Cook, Inc.
N/A—661-661-100%$247.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—655-655-100%$244.8K———
Argent Advisors, Inc.
N/A—654-654-100%$244.4K———
SCS Capital Management LLC
N/A—653-653-100%$244.1K———
FSA Advisors, Inc.
N/A—649-649-100%$242.7K———
Silver Oak Advisory Group, Inc.
N/A—644-644-100%$240.0K———
Permanent Capital Management, LP
N/A—643-643-100%$240.3K———
Prasad Wealth Partners, LLC
N/A—643-643-100%$240.1K———
McLean Asset Management Corp
N/A—642-642-100%$231.2K———
Coastwise Capital Group, LLC
N/A—641-641-100%$239.7K———
Requisite Capital Management, LLC
N/A—641-641-100%$239.6K———
Wealth Advisors of Tampa Bay, LLC
N/A—639-639-100%$238.8K———
Timber Creek Capital Management LLC
N/A—638-638-100%$238.4K———
Piedmont Capital Management, LLC
N/A—635-635-100%$237.3K———
Ascension Capital Advisors, Inc.
N/A—635-635-100%$237.3K———
5T Wealth, LLC
N/A—633-633-100%$236.6K———
Kelman-Lazarov, Inc.
N/A—632-632-100%$236.2K———
Berkeley Capital Partners, LLC
N/A—631-631-100%$235.8K———
Swan Capital LLC
N/A—627-627-100%$234.3K———
Orion Investment Co
N/A—625-625-100%$233.6K———
Ithaka Group LLC
N/A—624-624-100%$233.2K———
Legacy Trust
N/A—623-623-100%$232.8K———
Alexander Labrunerie & Co., Inc.
N/A—620-620-100%$231.6K———
McElhenny Sheffield Capital Management, LLC
N/A—617-617-100%$230.6K———
Mayport, LLC
N/A—614-614-100%$229.5K———
United Bank
N/A—612-612-100%$228.7K———
Baldwin Investment Management, LLC
N/A—612-612-100%$228.7K———
Earnest Partners LLC
N/A—608-608-100%$227.2K———
Painted Porch Advisors LLC
N/A—608-608-100%$227.2K———
Northstar Asset Management Inc
N/A—607-607-100%$226.9K———
Ellenbecker Investment Group
N/A—605-605-100%$226.5K———
Old North State Trust, LLC
N/A—605-605-100%$226.0K———
Veridan Wealth LLC
N/A—605-605-100%$226.3K———
Clare Market Investments LLC
N/A—600-600-100%$224.2K———
Bravias Capital Group, LLC
N/A—598-598-100%$223.3K———
Fourth Dimension Wealth, LLC
N/A—598-598-100%$223.5K———
Tobias Financial Advisors, Inc.
N/A—596-596-100%$222.8K———
Eurizon SLJ Capital Ltd
N/A—594-594-100%$222.0K———
Sequent Planning LLC
N/A—593-593-100%$221.5K———
Financial Sense Advisors, Inc.
N/A—591-591-100%$220.8K———
Fortis Capital Management LLC
N/A—586-586-100%$219.1K———
Cedarwood Wealth LLC
N/A—582-582-100%$217.5K———
Potomac Fund Management Inc
N/A—582-582-100%$217.5K———
Synergy Investment Management, LLC
N/A—581-581-100%$213.2K———
Morton Community Bank
N/A—581-581-100%$217.1K———
Mosaic Financial Group, LLC
N/A—579-579-100%$216.0K———
PCG Wealth Advisors, LLC
N/A—573-573-100%$214.1K———
Heritage Trust Co
N/A—570-570-100%$213.0K———
Wood Tarver Financial Group, LLC
N/A—567-567-100%$211.0K———
Portfolio Strategies, Inc.
N/A—566-566-100%$211.5K———
Kapstone Financial Advisors LLC
N/A—562-562-100%$210.0K———
Sterneck Capital Management, LLC
N/A—562-562-100%$210.0K———
Barnes Pettey Financial Advisors, LLC
N/A—561-561-100%$209.7K———
Brightwater Advisory LLC
N/A—559-559-100%$208.9K———
Retirement Management Systems Inc.
N/A—553-553-100%$206.7K———
Pine Harbor Wealth Management, LLC
N/A—551-551-100%$205.8K———
Pioneer Trust Bank N A
N/A—550-550-100%$205.6K———
Marathon Trading Investment Management LLC
N/A—550-550-100%$205.6K———
Borer Denton & Associates, Inc.
N/A—547-547-100%$204.4K———
East Coast Asset Management, Llc.
N/A—547-547-100%$204.4K———
Seaside Wealth Management, Inc.
N/A—546-546-100%$203.7K———
Fortis Advisors, LLC
N/A—545-545-100%$203.7K———
Twin Lakes Capital Management, LLC
N/A—540-540-100%$201.8K———
Joule Financial, LLC
N/A—540-540-100%$202.0K———
Insight 2811, Inc.
N/A—537-537-100%$200.7K———
Turner Financial Group, Inc.
N/A—537-537-100%$200.7K———
Steigerwald, Gordon & Koch Inc.
N/A—521-521-100%$194.7K———
Kayne Anderson Rudnick Investment Management LLC
N/A—476-476-100%$178.3K———
Frazier Financial Advisors, LLC
N/A—473-473-100%$176.8K———
Manning & Napier Advisors LLC
N/A—454-454-100%$169.7K———
Motco
N/A—450-450-100%$168.2K———
Northwest & Ethical Investments L.P.
N/A—443-443-100%$165.6K———
Leo H. Evart, Inc.
N/A—441-441-100%$165.0K———
Park Place Capital Corp
N/A—437-437-100%$163.3K———
PlanVest Financial, Inc
N/A—436-436-100%$162.8K———
Quantum Portfolio Management LLC
N/A—429-429-100%$160.3K———
Kerr Financial Planning Corp
N/A—402-402-100%$150.1K———
Index Technologies Group LLC
N/A—399-399-100%$149.1K———
Meeder Asset Management Inc
N/A—396-396-100%$148.0K———
Broadwater Capital Management LLC
N/A—393-393-100%$146.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—390-390-100%$145.8K———
RiverPark Advisors, LLC
N/A—385-385-100%$143.9K———
NI Acquisitions Company, LLC
N/A—378-378-100%$141.3K———
Coston, McIsaac & Partners
N/A—377-377-100%$140.0K———
Timbuktu Capital Management, LLC
N/A—375-375-100%$140.1K———
Strategic Wealth Advisors LLC
N/A—370-370-100%$113———
Truvestments Capital LLC
N/A—362-362-100%$135.3K———
Osbon Capital Management LLC
N/A—361-361-100%$134.9K———
South Plains Financial, Inc.
N/A—329-329-100%$123.0K———
Kemnay Advisory Services Inc.
N/A—328-328-100%$122.6K———
Orion Capital Management LLC
N/A—325-325-100%$121.6K———
WealthCollab, LLC
N/A—316-316-100%$118.1K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—313-313-100%$117.0K———
JDM Financial Group LLC
N/A—308-308-100%$115.2K———
Highland Investment Advisors LLC
N/A—307-307-100%$114.8K———
Harborfront Financial Group LLC
N/A—305-305-100%$114.0K———
Boreal Capital Management LLC
N/A—303-303-100%$113.2K———
IMA Advisory Services, Inc.
N/A—300-300-100%$112.1K———
Coppell Advisory Solutions LLC
N/A—295-295-100%$686.1K———
Fortis Group Advisors, LLC
N/A—281-281-100%$105.0K———
Avalon Trust Co
N/A—278-278-100%$103.9K———
Uniplan Investment Counsel, Inc.
N/A—278-278-100%$104.0K———
Persistent Asset Partners Ltd
N/A—276-276-100%$103.1K———
Imprint Wealth LLC
N/A—266-266-100%$99.4K———
Regatta Research & Money Management
N/A—260-260-100%$97.2K———
Security National Bank of Sioux City Iowa
N/A—255-255-100%$95.3K———
Quarry LP
N/A—254-254-100%$94.9K———
Allied Private Wealth LLC
N/A—244-244-100%$86.9K———
Crews Bank & Trust
N/A—242-242-100%$90.4K———
Kilter Group LLC
N/A—241-241-100%$90.0K———
Cornerstone Financial Management LLC
N/A—227-227-100%$84.8K———
WHI Trust Co LLC
N/A—225-225-100%$84.1K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—223-223-100%$83.3K———
Quantbot Technologies LP
N/A—210-210-100%$78.5K———
Minot DeBlois Advisors LLC
N/A—200-200-100%$74.7K———
Timmons Wealth Management, LLC
N/A—191-191-100%$71.4K———
Nova Wealth Management, Inc.
N/A—189-189-100%$70.7K———
Wellington Grp LLC
N/A—187-187-100%$53.1K———
Copia Wealth Management
N/A—180-180-100%$67.3K———
1248 Management, LLC
N/A—157-157-100%$58.7K———
Measured Wealth Private Client Group, LLC
N/A—150-150-100%$56.1K———
Security National Bank of SO DAK
N/A—148-148-100%$55.3K———
IAG Wealth Partners, LLC
N/A—141-141-100%$52.7K———
Virtus Advisers, LLC
N/A—139-139-100%$51.9K———
Ankerstar Wealth, LLC
N/A—134-134-100%$50.1K———
Mpwm Advisory Solutions, LLC
N/A—127-127-100%$47.4K———
MRP Capital Investments, LLC
N/A—125-125-100%$46.7K———
Pingora Partners LLC
N/A—125-125-100%$46.7K———
HighMark Wealth Management LLC
N/A—124-124-100%$46.2K———
Meramec Financial Planners, LLC
N/A—123-123-100%$44.5K———
Atlas Capital Advisors Inc.
N/A—122-122-100%$45.6K———
1 North Wealth Services LLC
N/A—116-116-100%$43.4K———
Parvin Asset Management, LLC
N/A—111-111-100%$41.5K———
Lavaca Capital LLC
N/A—106-106-100%$39.6K———
Tidemark, LLC
N/A—105-105-100%$39.2K———
VSM Wealth Advisory, LLC
N/A—100-100-100%$37.4K———
Mark Sheptoff Financial Planning, LLC
N/A—99-99-100%$37.0K———
Evolution Advisers, Inc.
N/A—97-97-100%$36.0K———
Marshall Investment Management, LLC
N/A—96-96-100%$35.9K———
Capital Advisor Network LLC
N/A—94-94-100%$35.1K———
Atomic Invest LLC
N/A—92-92-100%$34.4K———
Penserra Capital Management LLC
N/A—90-90-100%$33———
Winch Advisory Services, LLC
N/A—87-87-100%$32.4K———
Raffa Wealth Management, LLC
N/A—71-71-100%$26.5K———
Cbiz Investment Advisory Services, LLC
N/A—69-69-100%$19.5K———
Tripletail Wealth Management, LLC
N/A—66-66-100%$24.9K———
Centennial Bank
N/A—61-61-100%$22.8K———
Bravera Wealth
N/A—60-60-100%$22.4K———
Abound Financial, LLC
N/A—52-52-100%$19.4K———
Ogorek Anthony Joseph
N/A—51-51-100%$19.0K———
Napier Financial, LLC
N/A—50-50-100%$18.7K———
Beaird Harris Wealth Management, LLC
N/A—50-50-100%$18.7K———
FWL Investment Management, LLC
N/A—44-44-100%$16.6K———
10Elms LLP
N/A—39-39-100%$14.6K———
Seneschal Advisors, LLC
N/A—35-35-100%$13.1K———
Front Row Advisors LLC
N/A—26-26-100%$9.4K———
Westfuller Advisors, LLC
N/A—26-26-100%$9.8K———
Caitlin John, LLC
N/A—25-25-100%$9.3K———
Silicon Valley Capital Partners
N/A—21-21-100%$7.9K———
Benson Wealth Management Inc
N/A—18-18-100%$6.7K———
Itau Unibanco Holding S.A.
N/A—18-18-100%$6.7K———
Park Square Financial Group, LLC
N/A—16-16-100%$6.0K———
Oakmont Advisory Group, LLC
N/A—15-15-100%$5.7K———
Proffitt & Goodson Inc
N/A—12-12-100%$4.5K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$3.7K———
Vanguard Advisers Inc
N/A—6-6-100%$2.2K———
Gould Capital, LLC
N/A—6-6-100%$2.2K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—5-5-100%$1.9K———
Cordant, Inc.
N/A—5-5-100%$1.8K———
Parallax Volatility Advisers, L.P.
N/A—5-5-100%$1.9K———
Walsh & Associates, LLC
N/A—4-4-100%$1.5K———
Atlantic Private Wealth, LLC
N/A—4-4-100%$1.5K———
Palladiem, LLC
N/A—4-4-100%$1.5K———
Bellevue Asset Management, LLC
N/A—3-3-100%$1.1K———
Investors Portfolio Services LLC
N/A—2-2-100%$747———
Peak6 LLC
N/A—1-1-100%$554———
Ross\johnson & Associates LLC
N/A—1-1-100%$374———
Bernard Wealth Management Corp.
N/A—1-1-100%$374———
Showing 3542 of 3542 institutions