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GSK PLC (GSK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
DECREASED
Shares35,351,693 from 35,722,792
Change-371,099 (-1%)
Value$1.7B (-$169.7M)
Filed 2026-11-06
Mondrian Investment Partners LTD
INCREASED
Shares4,965,946 from 4,910,830
Change+55,116 (+1%)
Value$239.2M (-$18.2M)
Filed 2026-10-23
Equity Investment Corp
INCREASED
Shares3,560,824 from 3,269,765
Change+291,059 (+9%)
Value$171.5M (+$123.8K)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares2,767,927 from 2,691,698
Change+76,229 (+3%)
Value$133.3M (-$7.8M)
Filed 2026-11-04
Letko, Brosseau & Associates Inc
DECREASED
Shares1,617,928 from 1,624,668
Change-6,740 (0%)
Value$77.9M (-$7.2M)
Filed 2026-11-06
Miller Howard Investments Inc
DECREASED
Shares1,174,089 from 1,182,068
Change-7,979 (-1%)
Value$56.6M (-$5.4M)
Filed 2026-10-26
Russell Investments Group, Ltd.
INCREASED
Shares1,060,376 from 1,038,101
Change+22,275 (+2%)
Value$51.1M (-$3.3M)
Filed 2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares982,269 from 911,826
Change+70,443 (+8%)
Value$47.3M (-$482.0K)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares959,690 from 917,107
Change+42,583 (+5%)
Value$46.2M (-$1.8M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares901,626 from 838,769
Change+62,857 (+7%)
Value$43.4M (-$537.0K)
Filed 2026-11-05
Douglas Lane & Associates, LLC
DECREASED
Shares749,690 from 946,636
Change-196,946 (-21%)
Value$36.1M (-$13.5M)
Filed 2026-10-09
Assetmark, Inc
INCREASED
Shares599,960 from 551,436
Change+48,524 (+9%)
Value$28.9M (-$6.2K)
Filed 2026-10-21
Aberdeen Group plc
NEW
Shares583,300
Change+583,300
Value$28.1M
Filed 2026-11-06
Welch & Forbes LLC
UNCHANGED
Shares518,597 from 518,597
Change0 (0%)
Value$25.0M (-$2.2M)
Filed 2026-11-04
ABC Arbitrage SA
DECREASED
Shares461,393 from 538,873
Change-77,480 (-14%)
Value$22.2M (-$6.0M)
Filed 2026-10-23
Creative Planning
DECREASED
Shares448,665 from 449,815
Change-1,150 (0%)
Value$21.6M (-$2.0M)
Filed 2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED
Shares438,220 from 414,286
Change+23,934 (+6%)
Value$21.7M (+$442.2K)
Filed 2026-10-21
Sound Income Strategies, LLC
INCREASED
Shares348,273 from 339,055
Change+9,218 (+3%)
Value$16.2M (-$1.6M)
Filed 2026-10-09
Citigroup Inc
DECREASED
Shares343,302 from 343,989
Change-687 (0%)
Value$16.5M (-$1.5M)
Filed 2026-11-04
Kornitzer Capital Management Inc
INCREASED
Shares323,817 from 321,622
Change+2,195 (+1%)
Value$15.6M (-$1.3M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares276,873 from 265,116
Change+11,757 (+4%)
Value$13.3M (-$560.4K)
Filed 2026-10-30
Stockman Wealth Management, Inc.
INCREASED
Shares273,995 from 264,689
Change+9,306 (+4%)
Value$13.2M (-$676.6K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares241,539 from 242,304
Change-765 (0%)
Value$11.6M (-$1.1M)
Filed 2026-11-02
Altrius Capital Management Inc
INCREASED
Shares221,868 from 204,447
Change+17,421 (+9%)
Value$10.7M (-$29.7K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares215,510 from 219,509
Change-3,999 (-2%)
Value$10.4M (-$1.1M)
Filed 2026-11-06
Keystone Financial Planning, Inc.
INCREASED
Shares211,232 from 195,590
Change+15,642 (+8%)
Value$10.2M (-$77.8K)
Filed 2026-10-08
Euro Pacific Asset Management, LLC
DECREASED
Shares205,222 from 206,634
Change-1,412 (-1%)
Value$9.9M (+$9.9M)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED
Shares186,887 from 182,745
Change+4,142 (+2%)
Value$9.0M (-$577.1K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares186,862 from 170,831
Change+16,031 (+9%)
Value$9.0M (+$46.1K)
Filed 2026-11-02
Bell Bank
INCREASED
Shares184,064 from 181,234
Change+2,830 (+2%)
Value$8.9M (-$633.9K)
Filed 2026-10-21
Ethic Inc.
INCREASED
Shares181,810 from 171,193
Change+10,617 (+6%)
Value$8.8M (-$216.1K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares176,858 from 176,222
Change+636 (+0%)
Value$8.5M (-$718.3K)
Filed 2026-11-05
Keating Investment Counselors Inc
DECREASED
Shares166,303 from 166,818
Change-515 (0%)
Value$8.0M (-$733.8K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares162,248 from 138,125
Change+24,123 (+17%)
Value$7.8M (+$574.9K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
DECREASED
Shares160,673 from 163,317
Change-2,644 (-2%)
Value$7.8M (-$823.0K)
Filed 2026-10-16
Clean Yield Group
INCREASED
Shares160,126 from 158,720
Change+1,406 (+1%)
Value$7.7M (-$606.8K)
Filed 2026-10-28
Arjuna Capital
INCREASED
Shares153,776 from 135,511
Change+18,265 (+13%)
Value$7.4M (+$303.9K)
Filed 2026-11-03
Hourglass Capital, LLC
INCREASED
Shares144,672 from 144,170
Change+502 (+0%)
Value$7.0M (-$588.5K)
Filed 2026-10-26
Savant Capital, LLC
INCREASED
Shares133,073 from 68,581
Change+64,492 (+94%)
Value$6.4M (+$2.9M)
Filed 2026-11-06
Gilman Hill Asset Management, LLC
INCREASED
Shares130,576 from 128,768
Change+1,808 (+1%)
Value$6.3M (-$460.2K)
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
INCREASED
Shares129,116 from 127,638
Change+1,478 (+1%)
Value$6.2M (-$471.3K)
Filed 2026-10-16
TrueMark Investments, LLC
INCREASED
Shares125,513 from 108,899
Change+16,614 (+15%)
Value$6.0M (+$337.5K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares123,909 from 119,567
Change+4,342 (+4%)
Value$6.0M (-$299.0K)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
UNCHANGED
Shares122,639 from 122,639
Change0 (0%)
Value$5.9M (-$521.2K)
Filed 2026-11-06
Hennessy Advisors Inc
UNCHANGED
Shares122,460 from 122,460
Change0 (0%)
Value$5.9M (-$520.5K)
Filed 2026-10-28
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares122,067 from 119,866
Change+2,201 (+2%)
Value$5.9M (-$403.4K)
Filed 2026-10-29
Midwest Trust Co
DECREASED
Shares119,273 from 119,518
Change-245 (0%)
Value$5.7M (-$519.8K)
Filed 2026-10-22
ProVise Management Group, LLC
DECREASED
Shares116,619 from 123,527
Change-6,908 (-6%)
Value$5.6M (-$857.7K)
Filed 2026-11-06
Stablepoint Partners, LLC
DECREASED
Shares108,954 from 109,711
Change-757 (-1%)
Value$5.2M (-$502.8K)
Filed 2026-11-03
Leuthold Group, LLC
INCREASED
Shares106,506 from 97,182
Change+9,324 (+10%)
Value$5.1M (+$36.1K)
Filed 2026-11-04
Stanley-Laman Group, Ltd.
DECREASED
Shares102,446 from 105,124
Change-2,678 (-3%)
Value$4.9M (-$575.8K)
Filed 2026-10-20
NIA Impact Advisors, LLC
DECREASED
Shares102,185 from 121,036
Change-18,851 (-16%)
Value$4.9M (-$1.4M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares101,265 from 28,857
Change+72,408 (+251%)
Value$4.9M (+$3.4M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares100,531 from 114,888
Change-14,357 (-12%)
Value$4.7M (-$1.4M)
Filed 2026-10-13
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares88,500 from 88,500
Change0 (0%)
Value$4.3M (-$376.1K)
Filed 2026-10-26
Roberts Wealth Advisors, LLC
INCREASED
Shares87,733 from 85,719
Change+2,014 (+2%)
Value$4.2M (-$267.3K)
Filed 2026-10-14
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares82,810 from 49,600
Change+33,210 (+67%)
Value$4.0M (+$1.4M)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares82,373 from 79,687
Change+2,686 (+3%)
Value$4.0M (-$209.3K)
Filed 2026-11-03
Cohen Klingenstein LLC
UNCHANGED
Shares79,398 from 79,398
Change0 (0%)
Value$3.8M (-$337.4K)
Filed 2026-10-15
Tweedy, Browne Co LLC
DECREASED
Shares77,439 from 81,527
Change-4,088 (-5%)
Value$3.7M (-$543.4K)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares75,182 from 73,145
Change+2,037 (+3%)
Value$3.6M (-$212.7K)
Filed 2026-11-05
John G Ullman & Associates Inc
DECREASED
Shares72,090 from 72,609
Change-519 (-1%)
Value$3.5M (-$333.6K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares71,972 from 71,423
Change+549 (+1%)
Value$3.5M (-$277.1K)
Filed 2026-10-28
Old Port Advisors
INCREASED
Shares70,163 from 69,539
Change+624 (+1%)
Value$3.4M (-$265.5K)
Filed 2026-10-23
Factory Mutual Insurance Co
UNCHANGED
Shares70,151 from 70,151
Change0 (0%)
Value$3.4M (-$298.1K)
Filed 2026-10-30
BAR Harbor Wealth Management
UNCHANGED
Shares67,212 from 67,212
Change0 (0%)
Value$3.2M (-$285.7K)
Filed 2026-10-21
Cardinal Capital Management
INCREASED
Shares66,047 from 62,101
Change+3,946 (+6%)
Value$3.2M (-$72.0K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares62,653 from 41,253
Change+21,400 (+52%)
Value$3.0M (+$840.3K)
Filed 2026-10-16
Amundi
UNCHANGED
Shares61,986 from 61,986
Change0 (0%)
Value$3.0M (-$263.4K)
Filed 2026-11-06
Great Lakes Advisors, LLC
INCREASED
Shares61,022 from 58,000
Change+3,022 (+5%)
Value$2.9M (-$100.9K)
Filed 2026-11-06
CWA Asset Management Group, LLC
INCREASED
Shares60,317 from 53,030
Change+7,287 (+14%)
Value$2.9M (+$125.7K)
Filed 2026-10-19
Oppenheimer Asset Management Inc.
DECREASED
Shares56,715 from 57,236
Change-521 (-1%)
Value$2.7M (-$268.4K)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares56,662 from 53,709
Change+2,953 (+6%)
Value$2.7M (-$86.0K)
Filed 2026-10-15
Morguard Lincluden Global Investments Ltd
DECREASED
Shares55,453 from 57,400
Change-1,947 (-3%)
Value$2.7M (-$338.0K)
Filed 2026-10-28
Keybank National Association
INCREASED
Shares54,901 from 52,676
Change+2,225 (+4%)
Value$2.6M (-$116.7K)
Filed 2026-11-04
Marks Group Wealth Management, Inc
DECREASED
Shares54,897 from 54,996
Change-99 (0%)
Value$2.6M (-$238.5K)
Filed 2026-11-05
Philadelphia Trust Co
DECREASED
Shares53,468 from 53,680
Change-212 (0%)
Value$2.6M (-$238.0K)
Filed 2026-11-05
Kendall Capital Management
INCREASED
Shares53,351 from 50,941
Change+2,410 (+5%)
Value$2.6M (-$100.4K)
Filed 2026-10-23
Lido Advisors, LLC
DECREASED
Shares52,532 from 53,879
Change-1,347 (-2%)
Value$2.5M (-$301.7K)
Filed 2026-11-04
Optimist Retirement Group LLC
INCREASED
Shares52,316 from 51,040
Change+1,276 (+3%)
Value$2.5M (-$155.5K)
Filed 2026-10-30
Quadrant Capital Group LLC
INCREASED
Shares49,913 from 49,444
Change+469 (+1%)
Value$2.3M (-$282.4K)
Filed 2026-10-20
Ledyard National Bank
INCREASED
Shares49,552 from 48,213
Change+1,339 (+3%)
Value$2.4M (-$140.4K)
Filed 2026-10-21
Madden Securities Corp
DECREASED
Shares48,780 from 53,430
Change-4,650 (-9%)
Value$2.3M (-$451.1K)
Filed 2026-10-27
Diversify Wealth Management, LLC
INCREASED
Shares48,215 from 43,867
Change+4,348 (+10%)
Value$2.4M (+$83.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares48,215 from 43,867
Change+4,348 (+10%)
Value$2.4M (+$83.3K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares48,164 from 41,506
Change+6,658 (+16%)
Value$2.3M (+$144.3K)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares46,762 from 58,710
Change-11,948 (-20%)
Value$2.3M (-$825.0K)
Filed 2026-10-28
Summit Global Investments
INCREASED
Shares46,599 from 20,852
Change+25,747 (+123%)
Value$2.2M (+$1.2M)
Filed 2026-10-28
Signaturefd, LLC
DECREASED
Shares46,421 from 48,502
Change-2,081 (-4%)
Value$2.2M (-$306.4K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares43,256 from 42,257
Change+999 (+2%)
Value$2.1M (-$131.5K)
Filed 2026-10-26
United Bank
INCREASED
Shares42,532 from 36,087
Change+6,445 (+18%)
Value$2.0M (+$157.1K)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares41,689 from 19,590
Change+22,099 (+113%)
Value$2.1M (+$1.0M)
Filed 2026-11-04
Bonness Enterprises Inc
UNCHANGED
Shares41,480 from 41,480
Change0 (0%)
Value$2.0M (-$176.3K)
Filed 2026-10-08
V-Square Quantitative Management LLC
DECREASED
Shares41,071 from 42,017
Change-946 (-2%)
Value$2.0M (-$224.1K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares40,960 from 39,159
Change+1,801 (+5%)
Value$2.0M (-$79.7K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares40,621 from 35,030
Change+5,591 (+16%)
Value$2.0M (+$119.8K)
Filed 2026-10-08
Nicholas Hoffman & Company, Llc.
INCREASED
Shares40,010 from 37,580
Change+2,430 (+6%)
Value$1.9M (-$42.7K)
Filed 2026-10-30
Brookstone Capital Management
INCREASED
Shares40,002 from 37,960
Change+2,042 (+5%)
Value$1.9M (-$62.9K)
Filed 2026-10-22
American Assets Investment Management, LLC
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$1.9M (-$170.0K)
Filed 2026-10-30
Visionary Wealth Advisors
DECREASED
Shares39,906 from 181,113
Change-141,207 (-78%)
Value$1.9M (-$7.6M)
Filed 2026-11-04
Manske Wealth Management
INCREASED
Shares39,665 from 37,767
Change+1,898 (+5%)
Value$1.9M (-$69.1K)
Filed 2026-10-26
Naples Global Advisors, LLC
DECREASED
Shares39,273 from 39,435
Change-162 (0%)
Value$1.9M (-$176.0K)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares39,205 from 33,664
Change+5,541 (+16%)
Value$1.9M (+$127.9K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares38,572 from 39,088
Change-516 (-1%)
Value$1.9M (-$191.0K)
Filed 2026-10-26
Citizens & Northern Corp
DECREASED
Shares38,214 from 39,176
Change-962 (-2%)
Value$1.8M (-$212.8K)
Filed 2026-11-06
Choreo, LLC
DECREASED
Shares38,015 from 39,035
Change-1,020 (-3%)
Value$1.8M (-$215.1K)
Filed 2026-10-28
Royal Fund Management, LLC
INCREASED
Shares37,952 from 36,119
Change+1,833 (+5%)
Value$1.8M (-$65.2K)
Filed 2026-10-22
Imc-Chicago, LLC
NEW
Shares37,579
Change+37,579
Value$1.8M
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares37,101 from 38,743
Change-1,642 (-4%)
Value$1.8M (-$243.8K)
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares36,203 from 36,393
Change-190 (-1%)
Value$1.7M (-$163.8K)
Filed 2026-10-22
NewSquare Capital LLC
INCREASED
Shares35,439 from 31,569
Change+3,870 (+12%)
Value$1.7M (+$52.3K)
Filed 2026-11-06
Trust Co of Toledo NA
DECREASED
Shares34,042 from 34,116
Change-74 (0%)
Value$1.6M (-$148.6K)
Filed 2026-10-16
Abundance Wealth Counselors
INCREASED
Shares33,422 from 32,779
Change+643 (+2%)
Value$1.6M (-$108.3K)
Filed 2026-10-26
Beverly Hills Private Wealth, LLC
DECREASED
Shares33,016 from 33,201
Change-185 (-1%)
Value$1.6M (-$150.0K)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares32,219 from 31,870
Change+349 (+1%)
Value$1.6M (-$118.6K)
Filed 2026-10-13
Regions Financial Corp
INCREASED
Shares31,905 from 31,402
Change+503 (+2%)
Value$1.5M (-$109.2K)
Filed 2026-11-05
Ativo Capital Management LLC
NEW
Shares31,556
Change+31,556
Value$1.5M
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares31,467 from 29,644
Change+1,823 (+6%)
Value$1.5M (-$38.3K)
Filed 2026-10-14
Parrish Capital LLC
INCREASED
Shares30,927 from 29,610
Change+1,317 (+4%)
Value$1.5M (-$62.4K)
Filed 2026-10-01
Crossmark Global Holdings, Inc.
DECREASED
Shares30,917 from 40,875
Change-9,958 (-24%)
Value$1.5M (-$653.4K)
Filed 2026-10-21
Revisor Wealth Management LLC
DECREASED
Shares30,704 from 30,786
Change-82 (0%)
Value$1.5M (-$121.4K)
Filed 2026-10-20
Pzena Investment Management LLC
INCREASED
Shares28,964 from 24,507
Change+4,457 (+18%)
Value$1.4M (+$110.6K)
Filed 2026-10-30
Sanders Morris Harris LLC
NEW
Shares28,800
Change+28,800
Value$1.4M
Filed 2026-10-14
InvesTrust
DECREASED
Shares25,922 from 28,970
Change-3,048 (-11%)
Value$1.2M (-$269.9K)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED
Shares25,763 from 24,142
Change+1,621 (+7%)
Value$1.2M (-$23.0K)
Filed 2026-11-04
Verity Asset Management, Inc.
INCREASED
Shares25,055 from 25,025
Change+30 (+0%)
Value$1.2M (-$104.9K)
Filed 2026-10-30
LSV Asset Management
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.2M (-$107.0K)
Filed 2026-11-06
Probity Advisors, Inc.
INCREASED
Shares24,457 from 24,377
Change+80 (+0%)
Value$1.2M (-$99.7K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares24,316 from 23,872
Change+444 (+2%)
Value$1.2M (-$80.1K)
Filed 2026-10-26
Clearstead Advisors, LLC
DECREASED
Shares24,100 from 25,921
Change-1,821 (-7%)
Value$1.2M (-$197.9K)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares23,139 from 26,409
Change-3,270 (-12%)
Value$1.1M (-$269.7K)
Filed 2026-10-27
Tower Trust & Investment Co
INCREASED
Shares23,083 from 22,861
Change+222 (+1%)
Value$1.1M (-$86.7K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares22,892 from 22,034
Change+858 (+4%)
Value$1.1M (-$52.3K)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares22,789 from 19,731
Change+3,058 (+16%)
Value$1.1M (+$63.4K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED
Shares22,296 from 42,227
Change-19,931 (-47%)
Value$1.1M (-$1.1M)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares21,884 from 21,673
Change+211 (+1%)
Value$1.1M (-$81.9K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares21,155 from 21,781
Change-626 (-3%)
Value$1.0M (-$122.7K)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares20,676 from 20,791
Change-115 (-1%)
Value$996.0K (-$93.9K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
DECREASED
Shares20,361 from 20,895
Change-534 (-3%)
Value$984.8K (-$115.5K)
Filed 2026-11-05
Bailard, Inc.
INCREASED
Shares20,336 from 19,945
Change+391 (+2%)
Value$979.6K (-$65.9K)
Filed 2026-10-13
Moors & Cabot, Inc.
DECREASED
Shares20,096 from 20,980
Change-884 (-4%)
Value$968.0K (-$131.7K)
Filed 2026-11-06
NBT Bank, N.A.
INCREASED
Shares19,292 from 16,587
Change+2,705 (+16%)
Value$929.3K (+$59.8K)
Filed 2026-10-21
Lighthouse Financial Services Inc
UNCHANGED
Shares19,248 from 19,248
Change0 (0%)
Value$927.2K (-$60.2K)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares19,002 from 17,087
Change+1,915 (+11%)
Value$915.3K (+$19.6K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares18,903 from 20,835
Change-1,932 (-9%)
Value$910.6K (-$181.6K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares18,816
Change+18,816
Value$906.4K
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares18,570 from 16,496
Change+2,074 (+13%)
Value$894.5K (+$29.8K)
Filed 2026-10-16
Jamison Private Wealth Management, Inc.
DECREASED
Shares18,083 from 18,369
Change-286 (-2%)
Value$871.1K (-$91.8K)
Filed 2026-10-14
Apollon Wealth Management, LLC
DECREASED
Shares17,973 from 18,144
Change-171 (-1%)
Value$865.7K (-$85.4K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares17,930 from 15,656
Change+2,274 (+15%)
Value$863.7K (+$43.0K)
Filed 2026-10-14
AMI Asset Management Corp
INCREASED
Shares17,336 from 17,211
Change+125 (+1%)
Value$835.1K (-$67.1K)
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares17,143 from 18,391
Change-1,248 (-7%)
Value$825.8K (-$138.3K)
Filed 2026-11-03
AdvisorNet Financial, Inc
DECREASED
Shares17,118 from 17,988
Change-870 (-5%)
Value$819.5K (-$123.4K)
Filed 2026-10-15
Gryphon Financial Partners LLC
INCREASED
Shares16,532 from 15,580
Change+952 (+6%)
Value$796.4K (-$20.3K)
Filed 2026-11-04
Highland Capital Management, LLC
DECREASED
Shares16,457 from 16,642
Change-185 (-1%)
Value$792.7K (-$79.6K)
Filed 2026-10-26
Tred Avon Family Wealth, LLC
DECREASED
Shares16,442 from 16,632
Change-190 (-1%)
Value$792.0K (-$79.8K)
Filed 2026-10-20
Texas Bank & Trust Co
INCREASED
Shares16,432 from 16,048
Change+384 (+2%)
Value$791.5K (-$49.7K)
Filed 2026-11-04
Total Wealth Planning & Management, Inc.
INCREASED
Shares16,414 from 15,679
Change+735 (+5%)
Value$790.7K (-$31.2K)
Filed 2026-10-23
Deutsche Bank Ag\
INCREASED
Shares16,400 from 12,162
Change+4,238 (+35%)
Value$790.0K (+$152.5K)
Filed 2026-11-06
Meyer Handelman Co
UNCHANGED
Shares16,027 from 16,027
Change0 (0%)
Value$772.0K (-$68.1K)
Filed 2026-10-28
Range Financial Group LLC
DECREASED
Shares15,755 from 16,868
Change-1,113 (-7%)
Value$758.9K (-$125.3K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares15,543 from 13,662
Change+1,881 (+14%)
Value$748.7K (+$32.6K)
Filed 2026-10-22
Diversified Trust Co
DECREASED
Shares15,392 from 26,951
Change-11,559 (-43%)
Value$741.4K (-$671.3K)
Filed 2026-11-06
First Bank & Trust
DECREASED
Shares15,291 from 41,519
Change-26,228 (-63%)
Value$736.6K (-$1.4M)
Filed 2026-10-19
XML Financial, LLC
DECREASED
Shares15,115 from 15,185
Change-70 (0%)
Value$728.1K (-$67.9K)
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares15,034 from 11,703
Change+3,331 (+28%)
Value$724.2K (+$110.7K)
Filed 2026-10-27
Money Concepts Capital Corp
INCREASED
Shares14,998 from 14,877
Change+121 (+1%)
Value$722.4K (-$57.4K)
Filed 2026-11-06
Profund Advisors LLC
INCREASED
Shares14,652 from 13,076
Change+1,576 (+12%)
Value$705.8K (+$20.3K)
Filed 2026-10-29
Norway Savings Bank
INCREASED
Shares14,602 from 13,556
Change+1,046 (+8%)
Value$703.4K (-$7.2K)
Filed 2026-10-20
Investors Research Corp
DECREASED
Shares14,326 from 14,952
Change-626 (-4%)
Value$690.1K (-$93.7K)
Filed 2026-10-07
Ignite Planners, LLC
INCREASED
Shares14,255 from 12,736
Change+1,519 (+12%)
Value$696.2K (+$28.2K)
Filed 2026-10-14
Advisortrust Partners, LLC
INCREASED
Shares14,143 from 13,164
Change+979 (+7%)
Value$681.3K (-$8.8K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED
Shares14,139 from 14,870
Change-731 (-5%)
Value$681.1K (-$98.4K)
Filed 2026-10-21
Frank, Rimerman Advisors LLC
DECREASED
Shares13,916 from 14,570
Change-654 (-4%)
Value$670.3K (-$93.4K)
Filed 2026-10-16
Yoffe Investment Management, LLC
UNCHANGED
Shares13,657 from 13,657
Change0 (0%)
Value$657.9K (-$58.0K)
Filed 2026-11-02
Vaughan & Co Securities, Inc.
DECREASED
Shares13,618 from 16,231
Change-2,613 (-16%)
Value$656.0K (-$194.9K)
Filed 2026-10-23
Old National Bancorp
INCREASED
Shares13,457 from 13,082
Change+375 (+3%)
Value$648.2K (-$37.5K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares13,431 from 13,731
Change-300 (-2%)
Value$647.0K (-$72.8K)
Filed 2026-10-23
Boltwood Capital Management
INCREASED
Shares13,133 from 13,053
Change+80 (+1%)
Value$632.6K (-$51.6K)
Filed 2026-10-02
J.W. Cole Advisors, Inc.
INCREASED
Shares13,054 from 12,475
Change+579 (+5%)
Value$628.8K (-$25.1K)
Filed 2026-11-05
Versant Capital Management, Inc
DECREASED
Shares12,946 from 13,555
Change-609 (-4%)
Value$623.6K (-$86.9K)
Filed 2026-10-02
Atwater Malick LLC
NEW
Shares12,925
Change+12,925
Value$622.6K
Filed 2026-10-15
Kathmere Capital Management, LLC
INCREASED
Shares12,836 from 10,882
Change+1,954 (+18%)
Value$618.3K (+$47.9K)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares12,658 from 11,660
Change+998 (+9%)
Value$609.7K (-$1.5K)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares12,596 from 10,110
Change+2,486 (+25%)
Value$660.3K (+$130.3K)
Filed 2026-11-06
Central Pacific Bank - Trust Division
DECREASED
Shares12,560 from 13,813
Change-1,253 (-9%)
Value$605.0K (-$119.1K)
Filed 2026-10-06
Michels Family Financial, LLC
INCREASED
Shares12,406 from 12,393
Change+13 (+0%)
Value$597.6K (-$52.1K)
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares12,286 from 11,330
Change+956 (+8%)
Value$591.8K (-$2.1K)
Filed 2026-10-08
Genus Capital Management Inc.
UNCHANGED
Shares12,210 from 12,210
Change0 (0%)
Value$588.2K (-$51.9K)
Filed 2026-11-04
Rockland Trust Co
DECREASED
Shares12,136 from 16,672
Change-4,536 (-27%)
Value$584.6K (-$289.4K)
Filed 2026-10-05
Nations Financial Group Inc,
DECREASED
Shares11,835 from 14,619
Change-2,784 (-19%)
Value$570.1K (-$196.3K)
Filed 2026-11-05
Personal CFO Solutions, LLC
DECREASED
Shares11,820 from 14,903
Change-3,083 (-21%)
Value$574.8K (-$213.2K)
Filed 2026-11-06
Excalibur Management Corp
DECREASED
Shares11,574 from 11,594
Change-20 (0%)
Value$557.5K (-$50.2K)
Filed 2026-11-02
New Wave Wealth Advisors LLC
DECREASED
Shares11,561 from 11,742
Change-181 (-2%)
Value$534.9K (-$85.1K)
Filed 2026-10-19
Beutel, Goodman & Co Ltd.
DECREASED
Shares11,502 from 11,584
Change-82 (-1%)
Value$554.0K (-$53.0K)
Filed 2026-11-04
Lazari Capital Management, Inc.
DECREASED
Shares11,408 from 12,240
Change-832 (-7%)
Value$549.5K (-$92.1K)
Filed 2026-10-20
Beacon Financial Strategies Corp
UNCHANGED
Shares11,358 from 11,358
Change0 (0%)
Value$547.1K (-$48.3K)
Filed 2026-10-14
J2 Capital Management Inc
DECREASED
Shares11,323 from 11,338
Change-15 (0%)
Value$545.4K (-$48.9K)
Filed 2026-10-19
Cypress Wealth Services, LLC
DECREASED
Shares11,202 from 11,650
Change-448 (-4%)
Value$522.0K (-$88.7K)
Filed 2026-10-21
Portside Wealth Group, LLC
INCREASED
Shares11,197 from 10,220
Change+977 (+10%)
Value$539.3K (+$3.6K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
INCREASED
Shares11,143 from 10,149
Change+994 (+10%)
Value$536.8K (+$4.7K)
Filed 2026-10-08
Investment Research Partners LLC
INCREASED
Shares11,133 from 9,385
Change+1,748 (+19%)
Value$536.3K (+$44.3K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
INCREASED
Shares11,041 from 6,701
Change+4,340 (+65%)
Value$531.8K (+$180.6K)
Filed 2026-10-13
Garton & Associates Financial Advisors LLC
NEW
Shares10,998
Change+10,998
Value$529.8K
Filed 2026-10-30
Kestra Private Wealth Services, LLC
INCREASED
Shares10,954 from 10,897
Change+57 (+1%)
Value$527.7K (-$43.5K)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares10,835 from 11,017
Change-182 (-2%)
Value$521.9K (-$55.6K)
Filed 2026-10-13
Florida Trust Wealth Management Co
INCREASED
Shares10,785 from 10,782
Change+3 (+0%)
Value$519.5K (-$45.7K)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares10,658 from 11,090
Change-432 (-4%)
Value$518.1K (-$63.3K)
Filed 2026-11-04
Presilium Private Wealth, LLC
INCREASED
Shares10,550 from 6,852
Change+3,698 (+54%)
Value$508.2K (+$149.0K)
Filed 2026-10-26
Landmark Wealth Management, LLC
UNCHANGED
Shares10,481 from 10,481
Change0 (0%)
Value$504.9K (-$44.5K)
Filed 2026-11-03
Jacobi Capital Management LLC
DECREASED
Shares10,395 from 10,959
Change-564 (-5%)
Value$500.7K (-$73.7K)
Filed 2026-11-05
Moody National Bank Trust Division
INCREASED
Shares10,279 from 10,227
Change+52 (+1%)
Value$495.1K (-$41.0K)
Filed 2026-10-06
Flagship Harbor Advisors, LLC
INCREASED
Shares10,089 from 9,878
Change+211 (+2%)
Value$486.0K (-$31.8K)
Filed 2026-10-26
Abel Hall, LLC
DECREASED
Shares10,045 from 14,039
Change-3,994 (-28%)
Value$483.9K (-$252.1K)
Filed 2026-10-19
China Universal Asset Management Co., Ltd.
INCREASED
Shares10,000 from 0
Change+10,000
Value$493.5K (+$484.4K)
Filed 2026-10-28
Moneco Advisors, LLC
DECREASED
Shares9,985 from 60,767
Change-50,782 (-84%)
Value$481.0K (-$2.7M)
Filed 2026-11-05
Brighton Jones LLC
INCREASED
Shares9,883 from 8,857
Change+1,026 (+12%)
Value$476.0K (+$11.8K)
Filed 2026-11-03
Intrua Financial, LLC
DECREASED
Shares9,858 from 16,873
Change-7,015 (-42%)
Value$474.9K (-$409.6K)
Filed 2026-10-28
TD Private Client Wealth LLC
INCREASED
Shares9,829 from 9,645
Change+184 (+2%)
Value$473.5K (-$32.1K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
INCREASED
Shares9,732 from 9,464
Change+268 (+3%)
Value$468.8K (-$27.3K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
DECREASED
Shares9,682 from 9,691
Change-9 (0%)
Value$466.4K (-$41.6K)
Filed 2026-11-04
Vontobel Holding Ltd.
INCREASED
Shares9,652 from 8,537
Change+1,115 (+13%)
Value$465.0K (+$17.6K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares9,634
Change+9,634
Value$472
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares9,632 from 10,985
Change-1,353 (-12%)
Value$464.0K (-$111.9K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED
Shares9,510 from 9,728
Change-218 (-2%)
Value$458.1K (-$51.8K)
Filed 2026-10-21
North Star Investment Management Corp.
DECREASED
Shares9,434 from 9,444
Change-10 (0%)
Value$454.4K (-$40.6K)
Filed 2026-10-27
Burns Matteson Capital Management, LLC
DECREASED
Shares9,358 from 9,423
Change-65 (-1%)
Value$450.8K (-$43.2K)
Filed 2026-10-16
Aprio Wealth Management, LLC
INCREASED
Shares9,318 from 7,814
Change+1,504 (+19%)
Value$448.8K (+$39.2K)
Filed 2026-10-28
Chicago Trust Co NA
DECREASED
Shares9,305 from 9,597
Change-292 (-3%)
Value$448.2K (-$54.9K)
Filed 2026-10-28
May Hill Capital, LLC
DECREASED
Shares9,269 from 9,997
Change-728 (-7%)
Value$446.5K (-$77.6K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares9,121 from 10,019
Change-898 (-9%)
Value$439.4K (-$85.8K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
DECREASED
Shares9,020 from 9,228
Change-208 (-2%)
Value$434.5K (-$49.2K)
Filed 2026-10-13
IVC Wealth Advisors LLC
INCREASED
Shares8,912 from 8,739
Change+173 (+2%)
Value$429.3K (-$28.8K)
Filed 2026-10-23
Cane Capital Partners, LLC
DECREASED
Shares8,760 from 9,120
Change-360 (-4%)
Value$422.0K (-$56.1K)
Filed 2026-10-23
SeaBridge Investment Advisors LLC
NEW
Shares8,487
Change+8,487
Value$408.8K
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares8,485 from 8,133
Change+352 (+4%)
Value$408.7K (-$20.8K)
Filed 2026-10-13
Herold Advisors, Inc.
DECREASED
Shares8,361 from 9,213
Change-852 (-9%)
Value$402.8K (-$81.2K)
Filed 2026-10-19
Indivisible Partners
INCREASED
Shares8,347 from 5,650
Change+2,697 (+48%)
Value$402.1K (+$105.9K)
Filed 2026-10-26
Alliance Wealth Advisors, LLC
DECREASED
Shares8,301 from 8,329
Change-28 (0%)
Value$399.9K (-$36.7K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
NEW
Shares8,189
Change+8,189
Value$394.5K
Filed 2026-10-13
HF Advisory Group, LLC
INCREASED
Shares8,084 from 7,578
Change+506 (+7%)
Value$389.4K (-$7.9K)
Filed 2026-10-09
Chicago Capital, LLC
UNCHANGED
Shares8,015 from 8,015
Change0 (0%)
Value$386.1K (-$34.1K)
Filed 2026-10-13
KG Capital Management
DECREASED
Shares7,976 from 10,568
Change-2,592 (-25%)
Value$384.2K (-$169.8K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
DECREASED
Shares7,946 from 8,903
Change-957 (-11%)
Value$390.1K (-$76.6K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
NEW
Shares7,939
Change+7,939
Value$382.4K
Filed 2026-10-21
BridgePort Financial Solutions, LLC
DECREASED
Shares7,862 from 8,090
Change-228 (-3%)
Value$378.7K (-$45.4K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
DECREASED
Shares7,760 from 8,530
Change-770 (-9%)
Value$373.8K (-$73.3K)
Filed 2026-10-23
Ipswich Investment Management Co., Inc.
DECREASED
Shares7,742 from 8,270
Change-528 (-6%)
Value$372.9K (-$60.6K)
Filed 2026-10-13
Glenview Trust Co
INCREASED
Shares7,735 from 7,582
Change+153 (+2%)
Value$372.6K (-$24.9K)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares7,644 from 14,622
Change-6,978 (-48%)
Value$368.2K (-$398.3K)
Filed 2026-10-15
Meridian Wealth Management, LLC
DECREASED
Shares7,636 from 7,928
Change-292 (-4%)
Value$367.8K (-$47.7K)
Filed 2026-11-05
Viewpoint Investment Partners Corp
NEW
Shares7,600
Change+7,600
Value$366.1K
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares7,570 from 7,994
Change-424 (-5%)
Value$364.6K (-$54.4K)
Filed 2026-10-23
Bedel Financial Consulting, Inc.
UNCHANGED
Shares7,562 from 7,562
Change0 (0%)
Value$364.3K (-$32.1K)
Filed 2026-11-06
Cravens & Co Advisors, LLC
INCREASED
Shares7,540 from 7,400
Change+140 (+2%)
Value$363.2K (-$24.7K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
DECREASED
Shares7,535 from 8,783
Change-1,248 (-14%)
Value$362.9K (-$97.5K)
Filed 2026-11-04
Signature Wealth Management Partners, LLC
UNCHANGED
Shares7,504 from 7,504
Change0 (0%)
Value$361.5K (-$31.9K)
Filed 2026-10-21
Sentry LLC
UNCHANGED
Shares7,468 from 7,468
Change0 (0%)
Value$359.7K (-$31.7K)
Filed 2026-10-30
Facet Wealth, Inc.
NEW
Shares7,392
Change+7,392
Value$356.1K
Filed 2026-11-04
Barry Investment Advisors, LLC
DECREASED
Shares7,378 from 8,022
Change-644 (-8%)
Value$357.9K (-$62.6K)
Filed 2026-10-14
RKL Wealth Management LLC
INCREASED
Shares7,090 from 7,083
Change+7 (+0%)
Value$341.5K (-$29.8K)
Filed 2026-10-16
Joel Isaacson & Co., LLC
INCREASED
Shares7,084 from 7,040
Change+44 (+1%)
Value$341.2K (-$27.8K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
DECREASED
Shares7,025 from 11,240
Change-4,215 (-37%)
Value$338.4K (-$250.8K)
Filed 2026-10-16
M.E. Allison & Co., Inc.
UNCHANGED
Shares7,017 from 7,017
Change0 (0%)
Value$338.0K (-$29.8K)
Filed 2026-10-09
Greenleaf Trust
DECREASED
Shares6,971 from 8,024
Change-1,053 (-13%)
Value$335.8K (-$84.8K)
Filed 2026-10-29
Innova Wealth Partners
UNCHANGED
Shares6,940 from 6,940
Change0 (0%)
Value$334.3K (-$29.5K)
Filed 2026-10-21
Avantax Planning Partners, Inc.
DECREASED
Shares6,925 from 7,553
Change-628 (-8%)
Value$333.6K (-$62.4K)
Filed 2026-11-03
Plimoth Trust Co LLC
UNCHANGED
Shares6,920 from 6,920
Change0 (0%)
Value$333.3K (-$29.4K)
Filed 2026-10-26
Sowell Financial Services LLC
DECREASED
Shares6,906 from 7,489
Change-583 (-8%)
Value$332.6K (-$59.9K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares6,901 from 5,848
Change+1,053 (+18%)
Value$332.4K (+$25.9K)
Filed 2026-10-20
Americana Partners, LLC
INCREASED
Shares6,871 from 6,789
Change+82 (+1%)
Value$331.0K (-$24.9K)
Filed 2026-10-28
Keudell ison Wealth Management
INCREASED
Shares6,864 from 6,328
Change+536 (+8%)
Value$330.6K (-$1.1K)
Filed 2026-10-16
Sage Rhino Capital LLC
INCREASED
Shares6,814 from 6,792
Change+22 (+0%)
Value$328.2K (-$27.8K)
Filed 2026-10-28
R Squared Ltd
INCREASED
Shares6,802 from 5,244
Change+1,558 (+30%)
Value$327.7K (+$52.8K)
Filed 2026-11-06
Anchyra Partners LLC
INCREASED
Shares6,770 from 5,522
Change+1,248 (+23%)
Value$326.1K (+$36.6K)
Filed 2026-10-13
Focused Alpha, LLC
INCREASED
Shares6,764 from 6,522
Change+242 (+4%)
Value$325.8K (-$16.1K)
Filed 2026-10-20
Level Four Advisory Services, LLC
DECREASED
Shares6,747 from 6,958
Change-211 (-3%)
Value$325.0K (-$39.8K)
Filed 2026-11-06
Larry Mathis Financial Planning, LLC
DECREASED
Shares6,742 from 7,318
Change-576 (-8%)
Value$324.8K (-$58.8K)
Filed 2026-10-26
Marino, Stram & Associates LLC
INCREASED
Shares6,689 from 6,560
Change+129 (+2%)
Value$322.2K (-$21.7K)
Filed 2026-10-22
PDS Planning, Inc
DECREASED
Shares6,600 from 6,639
Change-39 (-1%)
Value$317.9K (-$30.1K)
Filed 2026-11-03
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares6,585 from 6,585
Change0 (0%)
Value$317.2K (-$28.0K)
Filed 2026-10-15
SYM Financial Corp
INCREASED
Shares6,577 from 6,342
Change+235 (+4%)
Value$316.8K (-$15.7K)
Filed 2026-10-26
Natural Investments, LLC
DECREASED
Shares6,542 from 7,726
Change-1,184 (-15%)
Value$315.2K (-$89.9K)
Filed 2026-11-06
McAdam, LLC
NEW
Shares6,456
Change+6,456
Value$311.0K
Filed 2026-10-21
Oarsman Capital, Inc.
UNCHANGED
Shares6,406 from 6,406
Change0 (0%)
Value$308.6K (-$27.2K)
Filed 2026-11-05
GFS Advisors, LLC
INCREASED
Shares6,350 from 372
Change+5,978 (+1607%)
Value$306.0K (-$26.9K)
Filed 2026-11-03
Five Oceans Advisors
UNCHANGED
Shares6,261 from 6,261
Change0 (0%)
Value$301.6K (-$26.6K)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares6,240 from 6,494
Change-254 (-4%)
Value$300.6K (-$39.8K)
Filed 2026-10-20
Cultivar Capital, Inc.
DECREASED
Shares6,228 from 6,309
Change-81 (-1%)
Value$300.0K (-$30.7K)
Filed 2026-10-14
Canandaigua National Bank & Trust Co
INCREASED
Shares6,185 from 5,962
Change+223 (+4%)
Value$297.9K (-$14.6K)
Filed 2026-10-07
Legal Advantage Investments, Inc.
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$296.2K (-$26.1K)
Filed 2026-10-13
Alchemi Wealth, LLC
UNCHANGED
Shares6,052 from 6,052
Change0 (0%)
Value$291.5K (-$25.7K)
Filed 2026-11-04
Everett Harris & Co
INCREASED
Shares6,050 from 5,853
Change+197 (+3%)
Value$291.4K (-$15.4K)
Filed 2026-10-28
Thrive Wealth Management, LLC
UNCHANGED
Shares6,031 from 6,031
Change0 (0%)
Value$290.5K (-$25.6K)
Filed 2026-10-13
Central Trust Co
DECREASED
Shares5,917 from 5,930
Change-13 (0%)
Value$285.0K (-$25.8K)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares5,891 from 4,928
Change+963 (+20%)
Value$283.8K (+$25.4K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares5,867 from 4,992
Change+875 (+18%)
Value$282.6K (+$21.0K)
Filed 2026-10-29
Grove Bank & Trust
INCREASED
Shares5,859 from 5,644
Change+215 (+4%)
Value$282.2K (-$13.6K)
Filed 2026-10-08
HBK Sorce Advisory LLC
DECREASED
Shares5,851 from 6,111
Change-260 (-4%)
Value$295.0K (-$19.5K)
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares5,793 from 5,973
Change-180 (-3%)
Value$279.0K (-$34.1K)
Filed 2026-10-13
Invested Advisors
INCREASED
Shares5,788 from 5,007
Change+781 (+16%)
Value$278.8K (+$16.3K)
Filed 2026-10-23
Aull & Monroe Investment Management Corp
DECREASED
Shares5,768 from 6,408
Change-640 (-10%)
Value$277.8K (-$58.1K)
Filed 2026-10-16
MW Advisory, LLC
INCREASED
Shares5,756 from 4,124
Change+1,632 (+40%)
Value$277.3K (+$61.1K)
Filed 2026-10-19
Kooman & Associates
INCREASED
Shares5,741 from 5,692
Change+49 (+1%)
Value$276.5K (-$21.8K)
Filed 2026-10-21
BLB&B Advisors, LLC
DECREASED
Shares5,701 from 5,756
Change-55 (-1%)
Value$274.6K (-$27.1K)
Filed 2026-10-27
Code Waechter LLC
DECREASED
Shares5,655 from 8,535
Change-2,880 (-34%)
Value$272.4K (-$175.0K)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares5,600 from 5,982
Change-382 (-6%)
Value$270.0K (-$44.0K)
Filed 2026-10-22
Shulman DeMeo Asset Management LLC
DECREASED
Shares5,586 from 6,042
Change-456 (-8%)
Value$260.0K (-$56.7K)
Filed 2026-10-09
Advisors Management Group Inc
INCREASED
Shares5,581 from 4,634
Change+947 (+20%)
Value$268.0K (+$26.0K)
Filed 2026-11-05
Gallacher Capital Management LLC
DECREASED
Shares5,562 from 8,312
Change-2,750 (-33%)
Value$267.9K (-$167.8K)
Filed 2026-10-30
71 West Capital Partners
INCREASED
Shares5,536 from 4,624
Change+912 (+20%)
Value$266.7K (+$24.3K)
Filed 2026-11-04
Verdence Capital Advisors LLC
DECREASED
Shares5,456 from 6,121
Change-665 (-11%)
Value$262.8K (-$58.0K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares5,407 from 5,084
Change+323 (+6%)
Value$260.5K (-$6.0K)
Filed 2026-10-07
Capital Investment Advisors, LLC
INCREASED
Shares5,225 from 5,221
Change+4 (+0%)
Value$251.7K (-$22.0K)
Filed 2026-10-22
Missouri Trust & Investment Co
DECREASED
Shares5,200 from 5,500
Change-300 (-5%)
Value$250.5K (-$33.8K)
Filed 2026-11-04
Adell Harriman & Carpenter Inc
NEW
Shares5,193
Change+5,193
Value$250.2K
Filed 2026-11-02
Avail Investment Partners, LLC
INCREASED
Shares5,185 from 4,378
Change+807 (+18%)
Value$249.8K (+$20.3K)
Filed 2026-10-16
Monument Capital Management
DECREASED
Shares5,183 from 5,257
Change-74 (-1%)
Value$249.7K (-$25.9K)
Filed 2026-10-09
Angeles Wealth Management, LLC
DECREASED
Shares5,117 from 5,148
Change-31 (-1%)
Value$248.8K (-$23.7K)
Filed 2026-10-26
Soltis Investment Advisors LLC
NEW
Shares5,110
Change+5,110
Value$246.2K
Filed 2026-10-28
Columbia Asset Management
DECREASED
Shares5,062 from 5,337
Change-275 (-5%)
Value$243.8K (-$35.9K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares5,044 from 4,309
Change+735 (+17%)
Value$243.0K (+$17.1K)
Filed 2026-10-13
Peoples Bank
UNCHANGED
Shares5,030 from 5,030
Change0 (0%)
Value$242.3K (-$21.4K)
Filed 2026-10-09
Key Capital Management, Inc
INCREASED
Shares4,959 from 412
Change+4,547 (+1104%)
Value$241.5K (+$219.9K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares4,942 from 4,324
Change+618 (+14%)
Value$238.0K (+$11.3K)
Filed 2026-10-27
B&D White Capital Company, LLC
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$236.0K (-$20.8K)
Filed 2026-11-02
Hoey Investments, Inc
UNCHANGED
Shares4,897 from 4,897
Change0 (0%)
Value$235.9K (-$20.8K)
Filed 2026-10-29
Asset One Wealth Management LLC
NEW
Shares4,875
Change+4,875
Value$234.8K
Filed 2026-11-02
GW Henssler & Associates LTD
INCREASED
Shares4,872 from 4,662
Change+210 (+5%)
Value$234.7K (-$9.7K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares4,850 from 4,192
Change+658 (+16%)
Value$233.6K (+$13.9K)
Filed 2026-11-05
Eagle Harbor Asset Management Inc
NEW
Shares4,848
Change+4,848
Value$233.5K
Filed 2026-10-21
Blankinship & Foster, LLC
UNCHANGED
Shares4,832 from 4,832
Change0 (0%)
Value$232.8K (-$20.5K)
Filed 2026-10-19
Ironwood Financial, llc
DECREASED
Shares4,760 from 4,985
Change-225 (-5%)
Value$229.3K (-$31.4K)
Filed 2026-10-20
Powers Advisory Group, LLC
DECREASED
Shares4,686 from 4,800
Change-114 (-2%)
Value$225.7K (-$25.9K)
Filed 2026-10-14
Symphony Financial, Ltd. Co.
INCREASED
Shares4,666 from 4,433
Change+233 (+5%)
Value$227.5K (-$6.6K)
Filed 2026-10-22
Xponance LLC
INCREASED
Shares4,646 from 3,883
Change+763 (+20%)
Value$223.8K (+$20.3K)
Filed 2026-11-03
Modera Wealth Management, LLC
DECREASED
Shares4,630 from 4,931
Change-301 (-6%)
Value$223.0K (-$35.5K)
Filed 2026-10-28
Integrity Alliance, Llc.
NEW
Shares4,580
Change+4,580
Value$220.7K
Filed 2026-10-29
Tempus Wealth Planning, LLC
UNCHANGED
Shares4,568 from 4,568
Change0 (0%)
Value$220.0K (-$19.4K)
Filed 2026-10-14
Blue Capital, Inc.
DECREASED
Shares4,556 from 4,587
Change-31 (-1%)
Value$219.5K (-$21.0K)
Filed 2026-10-13
Rossmore Private Capital
UNCHANGED
Shares4,518 from 4,518
Change0 (0%)
Value$219.7K (-$19.2K)
Filed 2026-10-27
Jeppson Wealth Management, LLC
NEW
Shares4,516
Change+4,516
Value$217.5K
Filed 2026-10-20
Langley Wealth Management, LLC
INCREASED
Shares4,489 from 4,467
Change+22 (+0%)
Value$216.2K (-$17.9K)
Filed 2026-11-04
NTV Asset Management LLC
UNCHANGED
Shares4,464 from 4,464
Change0 (0%)
Value$215.0K (-$19.0K)
Filed 2026-10-23
Parsons Capital Management Inc
DECREASED
Shares4,445 from 4,857
Change-412 (-8%)
Value$214.1K (-$40.5K)
Filed 2026-10-28
First Premier Bank
UNCHANGED
Shares4,433 from 4,433
Change0 (0%)
Value$184.0K (+$183.8K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares4,405 from 2,515
Change+1,890 (+75%)
Value$212.2K (+$80.3K)
Filed 2026-10-14
Nfsg Corp
DECREASED
Shares4,392 from 4,417
Change-25 (-1%)
Value$211.6K (-$20.0K)
Filed 2026-10-15
Focus Financial Network, Inc.
INCREASED
Shares4,345 from 3,935
Change+410 (+10%)
Value$209.3K (+$3.0K)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares4,325 from 3,977
Change+348 (+9%)
Value$201.3K (-$8.6K)
Filed 2026-10-09
Saxony Capital Management, LLC
UNCHANGED
Shares4,307 from 4,307
Change0 (0%)
Value$207.5K (-$18.3K)
Filed 2026-10-15
Resonant Capital Advisors, LLC
DECREASED
Shares4,299 from 4,832
Change-533 (-11%)
Value$209.4K (-$46.5K)
Filed 2026-10-15
TruNorth Capital Management, LLC
UNCHANGED
Shares4,289 from 4,289
Change0 (0%)
Value$206.6K (-$18.2K)
Filed 2026-10-14
Crestwood Advisors Group, LLC
DECREASED
Shares4,288 from 4,426
Change-138 (-3%)
Value$206.5K (-$25.5K)
Filed 2026-10-27
Southland Equity Partners LLC
DECREASED
Shares4,265 from 4,467
Change-202 (-5%)
Value$205.5K (-$28.7K)
Filed 2026-10-14
Guyasuta Investment Advisors Inc
DECREASED
Shares4,212 from 4,669
Change-457 (-10%)
Value$202.9K (-$41.9K)
Filed 2026-10-15
Wealth Quarterback LLC
INCREASED
Shares4,207 from 4,171
Change+36 (+1%)
Value$202.6K (-$16.0K)
Filed 2026-10-20
New Hampshire Trust
UNCHANGED
Shares4,201 from 4,201
Change0 (0%)
Value$202.4K (-$17.9K)
Filed 2026-10-20
O'Domhnaill Enterprises, Inc.
DECREASED
Shares4,188 from 4,490
Change-302 (-7%)
Value$201.7K (-$33.6K)
Filed 2026-10-29
First Bancorp, Inc
INCREASED
Shares4,084 from 4,043
Change+41 (+1%)
Value$196.7K (-$15.2K)
Filed 2026-10-26
Winthrop Capital Management, LLC
UNCHANGED
Shares3,978 from 3,978
Change0 (0%)
Value$191.6K (-$17.4K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares3,875 from 3,919
Change-44 (-1%)
Value$186.7K (-$18.8K)
Filed 2026-11-04
Ascentis Independent Advisors
INCREASED
Shares3,858 from 697
Change+3,161 (+454%)
Value$185.8K (+$149.3K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares3,849 from 3,751
Change+98 (+3%)
Value$185.4K (-$11.2K)
Filed 2026-10-27
Meriwether Wealth & Planning, LLC
NEW
Shares3,307
Change+3,307
Value$159.3K
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares3,289
Change+3,289
Value$158.4K
Filed 2026-10-21
JFS Wealth Advisors, LLC
INCREASED
Shares3,272 from 3,232
Change+40 (+1%)
Value$157.7K (-$11.8K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares3,262 from 10,104
Change-6,842 (-68%)
Value$157.1K (-$372.5K)
Filed 2026-10-29
Citizens National Bank Trust Department
UNCHANGED
Shares3,122 from 3,122
Change0 (0%)
Value$150.4K (-$13.3K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares3,056 from 2,939
Change+117 (+4%)
Value$147.2K (-$6.9K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares2,852 from 2,975
Change-123 (-4%)
Value$137.4K (-$18.6K)
Filed 2026-10-08
Eastern Bank
INCREASED
Shares2,776 from 1,808
Change+968 (+54%)
Value$133.7K (+$38.9K)
Filed 2026-10-05
Peoples Financial Services Corp.
DECREASED
Shares2,650 from 2,692
Change-42 (-2%)
Value$127.6K (-$13.5K)
Filed 2026-10-20
UMB Bank, n.a.
DECREASED
Shares2,554 from 2,752
Change-198 (-7%)
Value$123.0K (-$21.2K)
Filed 2026-11-06
Union Savings Bank
UNCHANGED
Shares2,368 from 2,368
Change0 (0%)
Value$114.0K (-$10.1K)
Filed 2026-10-14
Security National Bank
UNCHANGED
Shares2,359 from 2,359
Change0 (0%)
Value$113.6K (-$10.0K)
Filed 2026-10-26
Align Financial, LLC
UNCHANGED
Shares2,340 from 2,340
Change0 (0%)
Value$112.7K (-$9.9K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,326 from 2,326
Change0 (0%)
Value$112.0K (-$9.9K)
Filed 2026-10-05
Montag A & Associates Inc
UNCHANGED
Shares2,222 from 2,222
Change0 (0%)
Value$108.0K (-$9.5K)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares2,153
Change+2,153
Value$103.7K
Filed 2026-10-27
Hilltop National Bank
UNCHANGED
Shares2,126 from 2,126
Change0 (0%)
Value$102.4K (-$9.0K)
Filed 2026-10-14
Barrett & Company, Inc.
INCREASED
Shares2,072 from 2,066
Change+6 (+0%)
Value$99.8K (-$8.5K)
Filed 2026-10-22
Key FInancial Inc
INCREASED
Shares1,955 from 560
Change+1,395 (+249%)
Value$94.2K (+$64.8K)
Filed 2026-11-02
Bank & Trust Co
UNCHANGED
Shares1,879 from 1,879
Change0 (0%)
Value$90.5K (-$8.0K)
Filed 2026-10-07
Parkside Financial Bank & Trust
DECREASED
Shares1,837 from 1,841
Change-4 (0%)
Value$88.5K (-$8.0K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
INCREASED
Shares1,789 from 1,784
Change+5 (+0%)
Value$86.2K (-$7.3K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$86.0K (-$7.0K)
Filed 2026-10-14
Thompson Investment Management, Inc.
INCREASED
Shares1,735 from 1,680
Change+55 (+3%)
Value$83.6K (-$4.5K)
Filed 2026-10-14
Hanson & Doremus Investment Management
DECREASED
Shares1,640 from 1,641
Change-1 (0%)
Value$79.0K (-$7.0K)
Filed 2026-10-16
First Command Advisory Services, Inc.
INCREASED
Shares1,622 from 428
Change+1,194 (+279%)
Value$78.5K (+$56.0K)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$77.8K (-$5.4K)
Filed 2026-11-04
Valley National Advisers Inc
DECREASED
Shares1,571 from 1,586
Change-15 (-1%)
Value$75.7K (-$7.5K)
Filed 2026-10-23
Owl Creek Wealth Partners LLC
INCREASED
Shares1,513 from 1,488
Change+25 (+2%)
Value$72.9K (-$5.1K)
Filed 2026-10-20
Valley Wealth Managers, Inc.
UNCHANGED
Shares1,508 from 1,508
Change0 (0%)
Value$72.6K (-$6.4K)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
DECREASED
Shares1,497 from 1,759
Change-262 (-15%)
Value$72.1K (-$20.1K)
Filed 2026-10-21
Community Financial Services Group, LLC
UNCHANGED
Shares1,490 from 1,490
Change0 (0%)
Value$70.3K (-$6.1K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,456 from 1,456
Change0 (0%)
Value$70.1K (-$6.2K)
Filed 2026-10-22
Golden State Wealth Management, LLC
INCREASED
Shares1,447 from 1,446
Change+1 (+0%)
Value$69.7K (-$6.1K)
Filed 2026-11-02
Coston, McIsaac & Partners
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$66.5K (-$5.5K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares1,362 from 176
Change+1,186 (+674%)
Value$65.6K (+$56.4K)
Filed 2026-11-05
DT Investment Partners, LLC
UNCHANGED
Shares1,331 from 1,331
Change0 (0%)
Value$64.1K (-$5.7K)
Filed 2026-10-27
Spire Wealth Management
DECREASED
Shares1,328 from 1,729
Change-401 (-23%)
Value$64.0K (-$26.6K)
Filed 2026-10-30
Clearstead Trust, LLC
DECREASED
Shares1,303 from 1,304
Change-1 (0%)
Value$62.8K (-$5.6K)
Filed 2026-11-06
Trust Co of Vermont
INCREASED
Shares1,292 from 1,023
Change+269 (+26%)
Value$62.2K (+$8.6K)
Filed 2026-10-21
Bayban
UNCHANGED
Shares1,273 from 1,273
Change0 (0%)
Value$66.7K ($0)
Filed 2026-11-05
James T. Borello RIA
DECREASED
Shares1,242 from 1,367
Change-125 (-9%)
Value$59.8K (-$11.8K)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares1,233 from 5,179
Change-3,946 (-76%)
Value$59.4K (-$212.1K)
Filed 2026-10-15
Rothwell Investment Advisors, LLC
NEW
Shares1,196
Change+1,196
Value$57.6K
Filed 2026-11-06
Salomon & Ludwin, LLC
DECREASED
Shares1,187 from 1,195
Change-8 (-1%)
Value$57.2K (-$4.1K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
INCREASED
Shares1,149 from 240
Change+909 (+379%)
Value$55.3K (+$42.8K)
Filed 2026-10-30
Flagship Wealth Advisors, LLC
INCREASED
Shares1,144 from 1,140
Change+4 (+0%)
Value$55.1K (-$4.6K)
Filed 2026-11-03
Independence Bank of Kentucky
DECREASED
Shares1,137 from 1,347
Change-210 (-16%)
Value$54.8K (-$15.8K)
Filed 2026-10-26
Quaker Wealth Management, LLC
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$51.3K (-$4.5K)
Filed 2026-10-22
Manchester Capital Management LLC
DECREASED
Shares1,027 from 1,096
Change-69 (-6%)
Value$49.5K (-$8.0K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
INCREASED
Shares1,023 from 1,011
Change+12 (+1%)
Value$49.3K (-$3.7K)
Filed 2026-10-20
Addison Advisors LLC
INCREASED
Shares993 from 967
Change+26 (+3%)
Value$47.8K (-$2.9K)
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$46.6K (-$5.3K)
Filed 2026-11-02
MTM Investment Management, LLC
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$46.8K (-$4.1K)
Filed 2026-10-30
Cromwell Holdings LLC
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$44.9K (-$4.2K)
Filed 2026-10-28
Farmers & Merchants Investments Inc
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$43.8K (-$3.9K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
NEW
Shares899
Change+899
Value$43.3K
Filed 2026-10-13
Triumph Capital Management
DECREASED
Shares886 from 983
Change-97 (-10%)
Value$42.7K (-$8.9K)
Filed 2026-10-14
CX Institutional
INCREASED
Shares883 from 882
Change+1 (+0%)
Value$43 (-$3)
Filed 2026-10-02
Princeton Global Asset Management LLC
UNCHANGED
Shares822 from 822
Change0 (0%)
Value$39.6K (-$3.5K)
Filed 2026-10-21
True Wealth Design, LLC
DECREASED
Shares790 from 1,006
Change-216 (-21%)
Value$38.1K (-$14.7K)
Filed 2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$36.6K (-$3.2K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares757
Change+757
Value$36.5K
Filed 2026-10-27
Jnba Financial Advisors
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$35.9K (-$3.2K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares724 from 719
Change+5 (+1%)
Value$34.9K (-$2.8K)
Filed 2026-11-04
Country Trust Bank
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$34.7K (-$3.1K)
Filed 2026-10-30
Costello Asset Management, Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$33.7K (-$3.0K)
Filed 2026-10-30
SJS Investment Consulting Inc.
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$33.3K (-$2.9K)
Filed 2026-10-26
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$33.2K (-$2.9K)
Filed 2026-11-02
Maseco LLP
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$33.0K (-$2.9K)
Filed 2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$32.5K (-$2.9K)
Filed 2026-10-22
Winch Advisory Services, LLC
INCREASED
Shares658 from 652
Change+6 (+1%)
Value$31.7K (-$2.5K)
Filed 2026-11-06
Markowski Investments
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$31.3K (-$2.8K)
Filed 2026-10-30
Compass Financial Management LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$31.3K (-$2.7K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares640
Change+640
Value$30.8K
Filed 2026-11-04
City State Bank
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$29.2K (-$2.6K)
Filed 2026-10-20
Financial Consulate, Inc
INCREASED
Shares602 from 587
Change+15 (+3%)
Value$29.1K (-$1.7K)
Filed 2026-10-23
Old Second National Bank of Aurora
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$28.9K (-$2.6K)
Filed 2026-10-22
Evermay Wealth Management LLC
DECREASED
Shares598 from 1,102
Change-504 (-46%)
Value$29.1K (-$29.0K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares594 from 514
Change+80 (+16%)
Value$28.6K (+$1.7K)
Filed 2026-10-19
Steph & Co
INCREASED
Shares583 from 527
Change+56 (+11%)
Value$28.1K (+$458)
Filed 2026-10-07
Towne Trust Company, N.a
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$27.0K (-$2.4K)
Filed 2026-10-28
Piscataqua Savings Bank
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$26.2K (-$2.3K)
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$25.8K (-$2.3K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
INCREASED
Shares535 from 105
Change+430 (+410%)
Value$25.8K (+$20.3K)
Filed 2026-11-03
Financial Perspectives, Inc
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$24.9K (-$2.2K)
Filed 2026-11-03
Nisa Investment Advisors, LLC
INCREASED
Shares508 from 467
Change+41 (+9%)
Value$24.7K (+$94)
Filed 2026-10-20
Cranbrook Wealth Management, LLC
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$24.5K (-$2.2K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares461 from 166
Change+295 (+178%)
Value$22.2K (+$13.5K)
Filed 2026-10-29
Clark Wealth Partners
INCREASED
Shares460 from 456
Change+4 (+1%)
Value$22.4K (-$1.7K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
INCREASED
Shares446 from 227
Change+219 (+96%)
Value$21.5K (+$9.6K)
Filed 2026-10-28
Compass Wealth Management LLC
NEW
Shares444
Change+444
Value$21.4K
Filed 2026-10-22
Guardian Partners Inc.
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$21.2K (-$1.9K)
Filed 2026-10-21
Southern Michigan Bank & Trust
DECREASED
Shares432 from 447
Change-15 (-3%)
Value$20.8K (-$2.6K)
Filed 2026-10-19
Financial Management Professionals, Inc.
INCREASED
Shares429 from 342
Change+87 (+25%)
Value$20.8K (+$2.8K)
Filed 2026-10-23
Boyd Watterson Asset Management LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$20.2K (-$1.8K)
Filed 2026-11-06
Essential Partners LLC
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$19.9K (-$1.8K)
Filed 2026-10-14
Center for Financial Planning, Inc.
NEW
Shares404
Change+404
Value$19.5K
Filed 2026-10-26
Concord Wealth Partners
DECREASED
Shares404 from 806
Change-402 (-50%)
Value$19.5K (-$22.8K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
DECREASED
Shares402 from 409
Change-7 (-2%)
Value$19.4K (-$2.1K)
Filed 2026-11-05
Blume Capital Management, Inc.
DECREASED
Shares400 from 800
Change-400 (-50%)
Value$19.3K (-$22.7K)
Filed 2026-10-26
Mosley Wealth Management
INCREASED
Shares372 from 366
Change+6 (+2%)
Value$18.3K (-$945)
Filed 2026-10-16
Mascoma Wealth Management LLC
INCREASED
Shares328 from 18
Change+310 (+1722%)
Value$15.8K (+$14.9K)
Filed 2026-10-23
Arlington Trust Co LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$15.8K (-$1.4K)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares326 from 417
Change-91 (-22%)
Value$15.7K (-$6.2K)
Filed 2026-11-03
Mcdonald Partners LLC
DECREASED
Shares320 from 920
Change-600 (-65%)
Value$15.4K (-$32.8K)
Filed 2026-11-03
West Financial Advisors, LLC
NEW
Shares305
Change+305
Value$14.7K
Filed 2026-10-22
Brown, Lisle Ings, Inc.
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$14.1K (-$1.2K)
Filed 2026-10-16
Abound Wealth Management
DECREASED
Shares291 from 297
Change-6 (-2%)
Value$14.0K (-$1.6K)
Filed 2026-10-26
Acumen Wealth Advisors, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$14.2K (-$1.2K)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$13.7K (-$1.2K)
Filed 2026-11-02
Accordant Advisory Group Inc
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$13.0K (-$1.1K)
Filed 2026-10-29
First Financial Corp
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$12.1K (-$1.1K)
Filed 2026-10-13
Planning Strategies Inc.
INCREASED
Shares251 from 160
Change+91 (+57%)
Value$12.1K (+$3.7K)
Filed 2026-10-02
Advantage Trust Co
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$11.6K (-$1.0K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$11.5K (-$1.0K)
Filed 2026-11-02
First Pacific Financial
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$11.4K (-$1.0K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED
Shares236 from 109
Change+127 (+117%)
Value$11.4K (+$5.7K)
Filed 2026-10-27
CGC Financial Services, LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$11.3K (-$994)
Filed 2026-10-13
Financial Freedom, LLC
NEW
Shares211
Change+211
Value$10.2K
Filed 2026-11-06
GHP Investment Advisors, Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$10.2K (-$897)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.6K (-$850)
Filed 2026-11-05
Proathlete Wealth Management LLC
INCREASED
Shares194 from 79
Change+115 (+146%)
Value$9.3K (+$5.2K)
Filed 2026-10-15
Retirement Wealth Solutions LLC
DECREASED
Shares194 from 206
Change-12 (-6%)
Value$9.3K (-$1.5K)
Filed 2026-10-07
Nemes Rush Group LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$9.1K (-$799)
Filed 2026-11-04
Bell Investment Advisors, Inc
DECREASED
Shares186 from 208
Change-22 (-11%)
Value$9.0K (-$1.9K)
Filed 2026-10-29
Ares Financial Consulting, LLC
INCREASED
Shares183 from 81
Change+102 (+126%)
Value$8.8K (+$4.6K)
Filed 2026-10-19
Chilton Capital Management LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$8.7K (-$765)
Filed 2026-10-28
Sfam, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$8.6K (-$761)
Filed 2026-11-03
Burk Holdings LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$8.6K (-$757)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares168 from 32
Change+136 (+425%)
Value$8.1K (+$6.4K)
Filed 2026-10-28
Carolina Wealth Advisors, LLC
NEW
Shares167
Change+167
Value$8.0K
Filed 2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$7.9K (-$697)
Filed 2026-10-07
Zions Bancorporation, National Association
DECREASED
Shares161 from 191
Change-30 (-16%)
Value$7.8K (-$2.3K)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
NEW
Shares160
Change+160
Value$7.7K
Filed 2026-10-16
Bank of New Hampshire
NEW
Shares160
Change+160
Value$7.7K
Filed 2026-10-06
Tsfg, LLC
DECREASED
Shares160 from 254
Change-94 (-37%)
Value$8 (-$5)
Filed 2026-10-23
Peterson Wealth Services
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$7.7K (-$680)
Filed 2026-10-26
Kozak & Associates, Inc.
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$7.6K (-$397)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares145
Change+145
Value$7.0K
Filed 2026-10-09
UMB Private Wealth Management, LLC
NEW
Shares144
Change+144
Value$6.9K
Filed 2026-10-19
Leonteq Securities AG
INCREASED
Shares138 from 86
Change+52 (+60%)
Value$6.6K (+$2.1K)
Filed 2026-10-29
Rydar Equities, Inc.
NEW
Shares137
Change+137
Value$6.5K
Filed 2026-10-13
Advocate Investing Services LLC
INCREASED
Shares119 from 118
Change+1 (+1%)
Value$5.7K (-$453)
Filed 2026-10-26
Pacific Center for Financial Services
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$5.5K (-$489)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$5.0K (-$444)
Filed 2026-11-04
Tompkins Financial Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.8K (-$425)
Filed 2026-10-05
Toth Financial Advisory Corp
INCREASED
Shares97 from 19
Change+78 (+411%)
Value$4.7K (+$3.7K)
Filed 2026-10-08
Gen-Wealth Partners Inc
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$4.3K (-$383)
Filed 2026-11-04
Elyxium Wealth, LLC
NEW
Shares85
Change+85
Value$4.1K
Filed 2026-10-27
Pflug Koory, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.9K (-$340)
Filed 2026-10-26
Gleason Group, Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$3.5K (-$311)
Filed 2026-10-15
Sunrise Financial Services, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$3.3K (-$289)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$3.2K (-$285)
Filed 2026-10-15
NBH Bank
NEW
Shares64
Change+64
Value$3.1K
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.9K (-$255)
Filed 2026-10-14
Evolution Wealth Management Inc.
NEW
Shares59
Change+59
Value$2.8K
Filed 2026-10-28
Kelleher Financial Advisors
DECREASED
Shares59 from 118
Change-59 (-50%)
Value$2.8K (-$3.3K)
Filed 2026-10-30
Bangor Savings Bank
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$2.7K (-$242)
Filed 2026-10-06
WPG Advisers, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$2.7K (-$242)
Filed 2026-10-27
MV Capital Management, Inc.
DECREASED
Shares56 from 84
Change-28 (-33%)
Value$2.7K (-$1.7K)
Filed 2026-10-29
Canton Hathaway, LLC
NEW
Shares55
Change+55
Value$2.6K
Filed 2026-10-23
American Capital Advisory, LLC
DECREASED
Shares55 from 83
Change-28 (-34%)
Value$2.7K (-$1.7K)
Filed 2026-10-28
Bullock Wealth Management Group
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.5K (-$218)
Filed 2026-10-09
GoalVest Advisory LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.4K (-$212)
Filed 2026-10-02
Main Street Group, LTD
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.4K (-$212)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares48
Change+48
Value$2.3K
Filed 2026-10-27
Breakwater Investment Management
INCREASED
Shares48 from 18
Change+30 (+167%)
Value$2.3K (+$1.4K)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.3K (-$204)
Filed 2026-10-14
GGM Financial LLC
NEW
Shares46
Change+46
Value$2.2K
Filed 2026-11-05
Prudent Man Investment Management, Inc.
DECREASED
Shares40 from 120
Change-80 (-67%)
Value$1.9K (-$4.0K)
Filed 2026-11-03
Valued Wealth Advisors LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.8K (-$158)
Filed 2026-11-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.6K (-$144)
Filed 2026-11-04
Rakuten Securities, Inc.
INCREASED
Shares32 from 6
Change+26 (+433%)
Value$1.5K (+$1.2K)
Filed 2026-11-02
Holos Integrated Wealth LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.6K (-$123)
Filed 2026-10-23
Godsey & Gibb, Inc
NEW
Shares29
Change+29
Value$1.4K
Filed 2026-10-14
Monetary Solutions, Ltd
INCREASED
Shares24 from 17
Change+7 (+41%)
Value$1.2K (+$265)
Filed 2026-10-22
DeDora Capital, Inc.
NEW
Shares23
Change+23
Value$1.1K
Filed 2026-10-26
StrongBox Wealth, LLC
NEW
Shares22
Change+22
Value$1.1K
Filed 2026-11-02
Fairman Group, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$972 (-$86)
Filed 2026-10-26
Noble Wealth Management PBC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$771 (-$68)
Filed 2026-10-01
Kingdom Financial Group Llc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$626 (-$55)
Filed 2026-11-04
Gilpin Wealth Management, LLC
DECREASED
Shares9 from 59
Change-50 (-85%)
Value$434 (-$2.7K)
Filed 2026-10-09
Raleigh Capital Management Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$425 (-$33)
Filed 2026-10-28
Trust Co
DECREASED
Shares5 from 221
Change-216 (-98%)
Value$241 (-$11.3K)
Filed 2026-10-09
Lloyd Advisory Services, Llc.
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$178 (+$21)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$193 (-$17)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$145 (-$13)
Filed 2026-10-23
Private Wealth Management Group, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$97 (-$8)
Filed 2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$44 (-$4)
Filed 2026-10-23
High Note Wealth, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$48 (-$4)
Filed 2026-10-27
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 426,416
Change-426,416 (-100%)
Value$0 (-$22.4M)
Filed 2026-11-03
Transmarket Holdings LP
CLOSED
Shares0 from 188,473
Change-188,473 (-100%)
Value$0 (-$9.9M)
Filed 2026-10-27
MacKenzie Financial Corp
CLOSED
Shares0 from 62,190
Change-62,190 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 29,746
Change-29,746 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 24,289
Change-24,289 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
CIBC Asset Management Inc
CLOSED
Shares0 from 20,474
Change-20,474 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Quintet Private Bank (Europe) S.A.
CLOSED
Shares0 from 17,700
Change-17,700 (-100%)
Value$0 (-$927.8K)
Filed 2026-10-08
Aspiriant, LLC
CLOSED
Shares0 from 10,267
Change-10,267 (-100%)
Value$0 (-$538.2K)
Filed 2026-10-16
Ballew Advisors, Inc
CLOSED
Shares0 from 9,761
Change-9,761 (-100%)
Value$0 (-$523.8K)
Filed 2026-10-05
Seed Wealth Management, Inc.
CLOSED
Shares0 from 6,080
Change-6,080 (-100%)
Value$0 (-$318.7K)
Filed 2026-10-20
Cordatus Wealth Management LLC
CLOSED
Shares0 from 5,636
Change-5,636 (-100%)
Value$0 (-$295.4K)
Filed 2026-10-19
King Luther Capital Management Corp
CLOSED
Shares0 from 5,580
Change-5,580 (-100%)
Value$0 (-$292.5K)
Filed 2026-11-05
Arlington Partners LLC
CLOSED
Shares0 from 5,388
Change-5,388 (-100%)
Value$0 (-$282.4K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 5,225
Change-5,225 (-100%)
Value$0 (-$274.0K)
Filed 2026-10-28
Waters Parkerson & Co., LLC
CLOSED
Shares0 from 5,034
Change-5,034 (-100%)
Value$0 (-$263.9K)
Filed 2026-11-04
Trek Financial, LLC
CLOSED
Shares0 from 5,022
Change-5,022 (-100%)
Value$0 (-$263.3K)
Filed 2026-10-29
Sovran Advisors, LLC
CLOSED
Shares0 from 4,982
Change-4,982 (-100%)
Value$0 (-$267.6K)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
CLOSED
Shares0 from 4,673
Change-4,673 (-100%)
Value$0 (-$247.0K)
Filed 2026-11-04
Formidable Asset Management, LLC
CLOSED
Shares0 from 4,472
Change-4,472 (-100%)
Value$0 (-$246.8K)
Filed 2026-11-03
Riversedge Advisors, LLC
CLOSED
Shares0 from 4,465
Change-4,465 (-100%)
Value$0 (-$234.1K)
Filed 2026-10-09
Busey Bank
CLOSED
Shares0 from 4,295
Change-4,295 (-100%)
Value$0 (-$225.1K)
Filed 2026-10-26
XXI Wealth, LLC
CLOSED
Shares0 from 4,206
Change-4,206 (-100%)
Value$0 (-$220.5K)
Filed 2026-10-22
Westco Advisory Services Inc
CLOSED
Shares0 from 4,090
Change-4,090 (-100%)
Value$0 (-$214.4K)
Filed 2026-10-14
Miller Financial Services LLC
CLOSED
Shares0 from 4,055
Change-4,055 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-20
Atlas Brown,Inc.
CLOSED
Shares0 from 4,053
Change-4,053 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-09
StoneX Group Inc.
CLOSED
Shares0 from 4,051
Change-4,051 (-100%)
Value$0 (-$213.6K)
Filed 2026-11-03
Cowa, LLC
CLOSED
Shares0 from 4,009
Change-4,009 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-30
Valmark Advisers, Inc.
CLOSED
Shares0 from 3,994
Change-3,994 (-100%)
Value$0 (-$209.4K)
Filed 2026-11-06
Lantz Financial LLC
CLOSED
Shares0 from 3,970
Change-3,970 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-15
Master's Wealth Management Inc.
CLOSED
Shares0 from 3,926
Change-3,926 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-22
Decker Wealth Management LLC
CLOSED
Shares0 from 3,920
Change-3,920 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-09
Avior Wealth Management, LLC
CLOSED
Shares0 from 3,912
Change-3,912 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-13
Wealth Architects, LLC
CLOSED
Shares0 from 3,900
Change-3,900 (-100%)
Value$0 (-$204.4K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 3,882
Change-3,882 (-100%)
Value$0 (-$203.5K)
Filed 2026-11-05
Foster Group, Inc.
CLOSED
Shares0 from 3,875
Change-3,875 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-13
Dickmeyer Boyce Financial Management, Inc.
CLOSED
Shares0 from 3,870
Change-3,870 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-08
Seven Mile Advisory
CLOSED
Shares0 from 3,860
Change-3,860 (-100%)
Value$0 (-$204.1K)
Filed 2026-10-22
Wespac Advisors, LLC
CLOSED
Shares0 from 3,823
Change-3,823 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-26
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,103
Change-3,103 (-100%)
Value$0 (-$162.6K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,626
Change-2,626 (-100%)
Value$0 (-$137.6K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 2,348
Change-2,348 (-100%)
Value$0 (-$124.2K)
Filed 2026-10-13
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,384
Change-1,384 (-100%)
Value$0 (-$72.5K)
Filed 2026-11-03
Axiom Investment Management LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$62.9K)
Filed 2026-11-03
City Holding Co
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$28.8K)
Filed 2026-10-19
MCF Advisors LLC
CLOSED
Shares0 from 484
Change-484 (-100%)
Value$0 (-$25.4K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 347
Change-347 (-100%)
Value$0 (-$18.2K)
Filed 2026-10-13
Yankcom Partnership
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$17.0K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$14.7K)
Filed 2026-10-16
Robinswood Financial LLC
CLOSED
Shares0 from 287
Change-287 (-100%)
Value$0 (-$15.1K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 277
Change-277 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$8.9K)
Filed 2026-10-15
United Financial Planning Group LLC
CLOSED
Shares0 from 152
Change-152 (-100%)
Value$0 (-$8.0K)
Filed 2026-11-04
Whipplewood Advisors, LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-20
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$5)
Filed 2026-11-06
Summit Securities Group LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.2K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-21
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-16
CKW Financial Group
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$2)
Filed 2026-10-29
Caldwell Trust Co
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-30
Stone House Investment Management, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$157)
Filed 2026-10-23
Robinson Value Management, Ltd.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$52)
Filed 2026-10-20
Hara Capital LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$61)
Filed 2026-10-30
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$344.1K (+$32.3K)
Filed 2026-10-29
FMR LLC
N/A
Shares— from 64,961,641
Change-64,961,641 (-100%)
Value—
Dodge & COX
N/A
Shares— from 48,197,514
Change-48,197,514 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 25,182,068
Change-25,182,068 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 11,396,249
Change-11,396,249 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 8,592,987
Change-8,592,987 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,657,562
Change-7,657,562 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,588,928
Change-7,588,928 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 6,923,642
Change-6,923,642 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 6,660,434
Change-6,660,434 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,371,442
Change-6,371,442 (-100%)
Value—
State Street Corp
N/A
Shares— from 5,959,115
Change-5,959,115 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,042,863
Change-4,042,863 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,620,294
Change-3,620,294 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 3,599,521
Change-3,599,521 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 3,413,574
Change-3,413,574 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,806,205
Change-2,806,205 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,767,591
Change-2,767,591 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,652,881
Change-2,652,881 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,216,888
Change-2,216,888 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,085,014
Change-2,085,014 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,908,549
Change-1,908,549 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,887,739
Change-1,887,739 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,838,479
Change-1,838,479 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,754,564
Change-1,754,564 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,633,029
Change-1,633,029 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 1,483,198
Change-1,483,198 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 1,463,518
Change-1,463,518 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,396,694
Change-1,396,694 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,361,227
Change-1,361,227 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,313,691
Change-1,313,691 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,285,362
Change-1,285,362 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,250,431
Change-1,250,431 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,078,767
Change-1,078,767 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,019,449
Change-1,019,449 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 980,479
Change-980,479 (-100%)
Value—
Callodine Capital Management, LP
N/A
Shares— from 979,740
Change-979,740 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 953,574
Change-953,574 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 939,797
Change-939,797 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 871,467
Change-871,467 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 787,508
Change-787,508 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 642,212
Change-642,212 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 640,635
Change-640,635 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 634,985
Change-634,985 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 603,902
Change-603,902 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 551,413
Change-551,413 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 530,080
Change-530,080 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 504,171
Change-504,171 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 497,991
Change-497,991 (-100%)
Value—
Eversept Partners, LP
N/A
Shares— from 481,833
Change-481,833 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 479,106
Change-479,106 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 463,125
Change-463,125 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 455,346
Change-455,346 (-100%)
Value—
Sio Capital Management, LLC
N/A
Shares— from 436,700
Change-436,700 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 424,762
Change-424,762 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 402,472
Change-402,472 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 388,713
Change-388,713 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 375,991
Change-375,991 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 346,157
Change-346,157 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 342,458
Change-342,458 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 319,805
Change-319,805 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 313,984
Change-313,984 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 302,079
Change-302,079 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 300,857
Change-300,857 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 290,593
Change-290,593 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 289,414
Change-289,414 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 277,309
Change-277,309 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 271,081
Change-271,081 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 265,158
Change-265,158 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 258,464
Change-258,464 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 253,971
Change-253,971 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 246,909
Change-246,909 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 245,075
Change-245,075 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 235,459
Change-235,459 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 220,236
Change-220,236 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 219,939
Change-219,939 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 215,664
Change-215,664 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 205,188
Change-205,188 (-100%)
Value—
Norges Bank
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 199,265
Change-199,265 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 195,071
Change-195,071 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 191,512
Change-191,512 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 188,762
Change-188,762 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 181,575
Change-181,575 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 171,450
Change-171,450 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 159,568
Change-159,568 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 158,438
Change-158,438 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 156,400
Change-156,400 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 155,769
Change-155,769 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 155,283
Change-155,283 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 151,573
Change-151,573 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 141,076
Change-141,076 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 139,689
Change-139,689 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 132,780
Change-132,780 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 128,286
Change-128,286 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 122,948
Change-122,948 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 118,260
Change-118,260 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 114,724
Change-114,724 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 114,130
Change-114,130 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 113,228
Change-113,228 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 108,899
Change-108,899 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 108,228
Change-108,228 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 108,116
Change-108,116 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 108,025
Change-108,025 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 106,846
Change-106,846 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 106,094
Change-106,094 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 102,000
Change-102,000 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 99,516
Change-99,516 (-100%)
Value—
Krensavage Asset Management, LLC
N/A
Shares— from 96,729
Change-96,729 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 92,383
Change-92,383 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 92,346
Change-92,346 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 91,733
Change-91,733 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 90,484
Change-90,484 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 83,989
Change-83,989 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 78,744
Change-78,744 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 74,270
Change-74,270 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 70,993
Change-70,993 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 70,084
Change-70,084 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 68,882
Change-68,882 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 68,126
Change-68,126 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 67,950
Change-67,950 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 66,889
Change-66,889 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 65,208
Change-65,208 (-100%)
Value—
&partners
N/A
Shares— from 62,755
Change-62,755 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 61,149
Change-61,149 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 59,214
Change-59,214 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 58,582
Change-58,582 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 57,963
Change-57,963 (-100%)
Value—
Simmons Bank
N/A
Shares— from 57,449
Change-57,449 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 56,044
Change-56,044 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 55,331
Change-55,331 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 51,943
Change-51,943 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 50,129
Change-50,129 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 49,557
Change-49,557 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 48,473
Change-48,473 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 47,975
Change-47,975 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 47,770
Change-47,770 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 47,288
Change-47,288 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 46,706
Change-46,706 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 46,648
Change-46,648 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 46,380
Change-46,380 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 45,513
Change-45,513 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 45,434
Change-45,434 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 44,504
Change-44,504 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 44,060
Change-44,060 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 43,060
Change-43,060 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 42,977
Change-42,977 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 42,704
Change-42,704 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 42,661
Change-42,661 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 42,652
Change-42,652 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 42,484
Change-42,484 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 41,500
Change-41,500 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 41,337
Change-41,337 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 41,025
Change-41,025 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 40,749
Change-40,749 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 40,423
Change-40,423 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 39,937
Change-39,937 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 39,439
Change-39,439 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 38,686
Change-38,686 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 38,679
Change-38,679 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 38,373
Change-38,373 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 38,021
Change-38,021 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 37,908
Change-37,908 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 36,293
Change-36,293 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 35,370
Change-35,370 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 35,304
Change-35,304 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 35,074
Change-35,074 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 34,735
Change-34,735 (-100%)
Value—
Stephens Inc
N/A
Shares— from 33,697
Change-33,697 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 33,172
Change-33,172 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 32,800
Change-32,800 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 32,575
Change-32,575 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 31,884
Change-31,884 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 31,603
Change-31,603 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 31,519
Change-31,519 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 31,262
Change-31,262 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 29,777
Change-29,777 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 29,588
Change-29,588 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 28,832
Change-28,832 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 28,680
Change-28,680 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 27,594
Change-27,594 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 27,181
Change-27,181 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 27,159
Change-27,159 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,693
Change-26,693 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 26,340
Change-26,340 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 25,777
Change-25,777 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 25,703
Change-25,703 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 25,384
Change-25,384 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 24,149
Change-24,149 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 24,046
Change-24,046 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 23,713
Change-23,713 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 23,174
Change-23,174 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 23,142
Change-23,142 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 23,082
Change-23,082 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 23,060
Change-23,060 (-100%)
Value—
Blair William & Co
N/A
Shares— from 22,756
Change-22,756 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 22,625
Change-22,625 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 22,415
Change-22,415 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 22,268
Change-22,268 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 21,754
Change-21,754 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 21,715
Change-21,715 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 21,322
Change-21,322 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 21,069
Change-21,069 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,887
Change-20,887 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 20,501
Change-20,501 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 20,367
Change-20,367 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,274
Change-20,274 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 20,032
Change-20,032 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 19,994
Change-19,994 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,135
Change-18,135 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 18,100
Change-18,100 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 17,974
Change-17,974 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 17,496
Change-17,496 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 17,105
Change-17,105 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 16,964
Change-16,964 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 16,917
Change-16,917 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 16,758
Change-16,758 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 16,672
Change-16,672 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 16,545
Change-16,545 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 16,295
Change-16,295 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 16,193
Change-16,193 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 15,941
Change-15,941 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,858
Change-15,858 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 15,772
Change-15,772 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 15,451
Change-15,451 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 15,359
Change-15,359 (-100%)
Value—
Nwam LLC
N/A
Shares— from 15,159
Change-15,159 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 14,927
Change-14,927 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 14,855
Change-14,855 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 14,053
Change-14,053 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 14,008
Change-14,008 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 13,819
Change-13,819 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 13,660
Change-13,660 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,486
Change-13,486 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 13,352
Change-13,352 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 13,345
Change-13,345 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 13,146
Change-13,146 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,918
Change-12,918 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 12,641
Change-12,641 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 12,426
Change-12,426 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 12,407
Change-12,407 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 12,398
Change-12,398 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 12,349
Change-12,349 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,300
Change-12,300 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,171
Change-12,171 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 12,059
Change-12,059 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 11,753
Change-11,753 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 11,715
Change-11,715 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 11,427
Change-11,427 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,304
Change-11,304 (-100%)
Value—
Commerce Bank
N/A
Shares— from 11,225
Change-11,225 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,662
Change-10,662 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 10,497
Change-10,497 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 10,340
Change-10,340 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,181
Change-10,181 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 9,689
Change-9,689 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 9,360
Change-9,360 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 8,324
Change-8,324 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 8,302
Change-8,302 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 8,279
Change-8,279 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 8,278
Change-8,278 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,218
Change-8,218 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 8,108
Change-8,108 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 8,088
Change-8,088 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,057
Change-8,057 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 7,932
Change-7,932 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 7,905
Change-7,905 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,781
Change-7,781 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 7,697
Change-7,697 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,696
Change-7,696 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 7,684
Change-7,684 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 7,269
Change-7,269 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 7,241
Change-7,241 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 7,163
Change-7,163 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,049
Change-7,049 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 6,955
Change-6,955 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 6,738
Change-6,738 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 6,706
Change-6,706 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 6,529
Change-6,529 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 6,376
Change-6,376 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,307
Change-6,307 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 6,228
Change-6,228 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,223
Change-6,223 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 6,144
Change-6,144 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,135
Change-6,135 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,809
Change-5,809 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,630
Change-5,630 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,455
Change-5,455 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,418
Change-5,418 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 5,319
Change-5,319 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 5,151
Change-5,151 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
DLD Asset Management, LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,999
Change-4,999 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 4,909
Change-4,909 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,888
Change-4,888 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 4,649
Change-4,649 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,342
Change-4,342 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,322
Change-4,322 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 4,292
Change-4,292 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,219
Change-4,219 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 4,132
Change-4,132 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,132
Change-4,132 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Optas, LLC
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,029
Change-4,029 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 4,019
Change-4,019 (-100%)
Value—
Calydon Capital
N/A
Shares— from 3,996
Change-3,996 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 3,522
Change-3,522 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
FIL Ltd
N/A
Shares— from 888
Change-888 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 740
Change-740 (-100%)
Value—
CNB Bank
N/A
Shares— from 728
Change-728 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 728
Change-728 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 716
Change-716 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 688
Change-688 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 685
Change-685 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 590
Change-590 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 475
Change-475 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 472
Change-472 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 433
Change-433 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 404
Change-404 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 375
Change-375 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 364
Change-364 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 340
Change-340 (-100%)
Value—
NCP Inc.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 269
Change-269 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 202
Change-202 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 184
Change-184 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 183
Change-183 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 178
Change-178 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Centennial Bank
N/A
Shares— from 164
Change-164 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Motco
N/A
Shares— from 154
Change-154 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 152
Change-152 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 117
Change-117 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 90
Change-90 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 80
Change-80 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 33
Change-33 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 11
Change-11 (-100%)
Value—
Status
Fisher Asset Management, LLC
DECREASED35,351,69335,722,792-371,099-1%$1.9B$1.7B-$169.7M2026-11-06
Mondrian Investment Partners LTD
INCREASED4,965,9464,910,830+55,116+1%$257.4M$239.2M-$18.2M2026-10-23
Equity Investment Corp
INCREASED3,560,8243,269,765+291,059+9%$171.4M$171.5M+$123.8K2026-11-04
Dimensional Fund Advisors LP
INCREASED2,767,9272,691,698+76,229+3%$141.1M$133.3M-$7.8M2026-11-04
Letko, Brosseau & Associates Inc
DECREASED1,617,9281,624,668-6,7400%$85.2M$77.9M-$7.2M2026-11-06
Miller Howard Investments Inc
DECREASED1,174,0891,182,068-7,979-1%$62.0M$56.6M-$5.4M2026-10-26
Russell Investments Group, Ltd.
INCREASED1,060,3761,038,101+22,275+2%$54.4M$51.1M-$3.3M2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
INCREASED982,269911,826+70,443+8%$47.8M$47.3M-$482.0K2026-10-22
LPL Financial LLC
INCREASED959,690917,107+42,583+5%$48.1M$46.2M-$1.8M2026-11-06
Bank of New York Mellon Corp
INCREASED901,626838,769+62,857+7%$44.0M$43.4M-$537.0K2026-11-05
Douglas Lane & Associates, LLC
DECREASED749,690946,636-196,946-21%$49.6M$36.1M-$13.5M2026-10-09
Assetmark, Inc
INCREASED599,960551,436+48,524+9%$28.9M$28.9M-$6.2K2026-10-21
Aberdeen Group plc
NEW583,300—+583,300——$28.1M—2026-11-06
Welch & Forbes LLC
UNCHANGED518,597518,59700%$27.2M$25.0M-$2.2M2026-11-04
ABC Arbitrage SA
DECREASED461,393538,873-77,480-14%$28.2M$22.2M-$6.0M2026-10-23
Creative Planning
DECREASED448,665449,815-1,1500%$23.6M$21.6M-$2.0M2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED438,220414,286+23,934+6%$21.2M$21.7M+$442.2K2026-10-21
Sound Income Strategies, LLC
INCREASED348,273339,055+9,218+3%$17.8M$16.2M-$1.6M2026-10-09
Citigroup Inc
DECREASED343,302343,989-6870%$18.0M$16.5M-$1.5M2026-11-04
Kornitzer Capital Management Inc
INCREASED323,817321,622+2,195+1%$16.9M$15.6M-$1.3M2026-11-03
Truist Financial Corp
INCREASED276,873265,116+11,757+4%$13.9M$13.3M-$560.4K2026-10-30
Stockman Wealth Management, Inc.
INCREASED273,995264,689+9,306+4%$13.9M$13.2M-$676.6K2026-10-27
Commonwealth Equity Services, LLC
DECREASED241,539242,304-7650%$12.7M$11.6M-$1.1M2026-11-02
Altrius Capital Management Inc
INCREASED221,868204,447+17,421+9%$10.7M$10.7M-$29.7K2026-11-05
PNC Financial Services Group, Inc.
DECREASED215,510219,509-3,999-2%$11.5M$10.4M-$1.1M2026-11-06
Keystone Financial Planning, Inc.
INCREASED211,232195,590+15,642+8%$10.3M$10.2M-$77.8K2026-10-08
Euro Pacific Asset Management, LLC
DECREASED205,222206,634-1,412-1%$6.6K$9.9M+$9.9M2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED186,887182,745+4,142+2%$9.6M$9.0M-$577.1K2026-10-29
Kestra Advisory Services, LLC
INCREASED186,862170,831+16,031+9%$9.0M$9.0M+$46.1K2026-11-02
Bell Bank
INCREASED184,064181,234+2,830+2%$9.5M$8.9M-$633.9K2026-10-21
Ethic Inc.
INCREASED181,810171,193+10,617+6%$9.0M$8.8M-$216.1K2026-11-03
US Bancorp \de\
INCREASED176,858176,222+636+0%$9.2M$8.5M-$718.3K2026-11-05
Keating Investment Counselors Inc
DECREASED166,303166,818-5150%$8.7M$8.0M-$733.8K2026-10-14
Vise Technologies, Inc.
INCREASED162,248138,125+24,123+17%$7.2M$7.8M+$574.9K2026-10-29
Robertson Stephens Wealth Management, LLC
DECREASED160,673163,317-2,644-2%$8.6M$7.8M-$823.0K2026-10-16
Clean Yield Group
INCREASED160,126158,720+1,406+1%$8.3M$7.7M-$606.8K2026-10-28
Arjuna Capital
INCREASED153,776135,511+18,265+13%$7.1M$7.4M+$303.9K2026-11-03
Hourglass Capital, LLC
INCREASED144,672144,170+502+0%$7.6M$7.0M-$588.5K2026-10-26
Savant Capital, LLC
INCREASED133,07368,581+64,492+94%$3.5M$6.4M+$2.9M2026-11-06
Gilman Hill Asset Management, LLC
INCREASED130,576128,768+1,808+1%$6.7M$6.3M-$460.2K2026-10-13
ARS Wealth Advisors Group, LLC
INCREASED129,116127,638+1,478+1%$6.7M$6.2M-$471.3K2026-10-16
TrueMark Investments, LLC
INCREASED125,513108,899+16,614+15%$5.7M$6.0M+$337.5K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED123,909119,567+4,342+4%$6.3M$6.0M-$299.0K2026-11-02
PFA Pension, Forsikringsaktieselskab
UNCHANGED122,639122,63900%$6.4M$5.9M-$521.2K2026-11-06
Hennessy Advisors Inc
UNCHANGED122,460122,46000%$6.4M$5.9M-$520.5K2026-10-28
Walled Lake Planning & Wealth Management, LLC
INCREASED122,067119,866+2,201+2%$6.3M$5.9M-$403.4K2026-10-29
Midwest Trust Co
DECREASED119,273119,518-2450%$6.3M$5.7M-$519.8K2026-10-22
ProVise Management Group, LLC
DECREASED116,619123,527-6,908-6%$6.5M$5.6M-$857.7K2026-11-06
Stablepoint Partners, LLC
DECREASED108,954109,711-757-1%$5.8M$5.2M-$502.8K2026-11-03
Leuthold Group, LLC
INCREASED106,50697,182+9,324+10%$5.1M$5.1M+$36.1K2026-11-04
Stanley-Laman Group, Ltd.
DECREASED102,446105,124-2,678-3%$5.5M$4.9M-$575.8K2026-10-20
NIA Impact Advisors, LLC
DECREASED102,185121,036-18,851-16%$6.3M$4.9M-$1.4M2026-11-04
Barclays PLC
INCREASED101,26528,857+72,408+251%$1.5M$4.9M+$3.4M2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED100,531114,888-14,357-12%$6.1M$4.7M-$1.4M2026-10-13
Yelin Lapidot Holdings Management Ltd.
UNCHANGED88,50088,50000%$4.6M$4.3M-$376.1K2026-10-26
Roberts Wealth Advisors, LLC
INCREASED87,73385,719+2,014+2%$4.5M$4.2M-$267.3K2026-10-14
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED82,81049,600+33,210+67%$2.6M$4.0M+$1.4M2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED82,37379,687+2,686+3%$4.2M$4.0M-$209.3K2026-11-03
Cohen Klingenstein LLC
UNCHANGED79,39879,39800%$4.2M$3.8M-$337.4K2026-10-15
Tweedy, Browne Co LLC
DECREASED77,43981,527-4,088-5%$4.3M$3.7M-$543.4K2026-11-04
Ritholtz Wealth Management
INCREASED75,18273,145+2,037+3%$3.8M$3.6M-$212.7K2026-11-05
John G Ullman & Associates Inc
DECREASED72,09072,609-519-1%$3.8M$3.5M-$333.6K2026-11-04
D.A. Davidson & Co.
INCREASED71,97271,423+549+1%$3.7M$3.5M-$277.1K2026-10-28
Old Port Advisors
INCREASED70,16369,539+624+1%$3.6M$3.4M-$265.5K2026-10-23
Factory Mutual Insurance Co
UNCHANGED70,15170,15100%$3.7M$3.4M-$298.1K2026-10-30
BAR Harbor Wealth Management
UNCHANGED67,21267,21200%$3.5M$3.2M-$285.7K2026-10-21
Cardinal Capital Management
INCREASED66,04762,101+3,946+6%$3.3M$3.2M-$72.0K2026-10-21
TD Waterhouse Canada Inc.
INCREASED62,65341,253+21,400+52%$2.1M$3.0M+$840.3K2026-10-16
Amundi
UNCHANGED61,98661,98600%$3.2M$3.0M-$263.4K2026-11-06
Great Lakes Advisors, LLC
INCREASED61,02258,000+3,022+5%$3.0M$2.9M-$100.9K2026-11-06
CWA Asset Management Group, LLC
INCREASED60,31753,030+7,287+14%$2.8M$2.9M+$125.7K2026-10-19
Oppenheimer Asset Management Inc.
DECREASED56,71557,236-521-1%$3.0M$2.7M-$268.4K2026-10-27
Atria Investments, Inc
INCREASED56,66253,709+2,953+6%$2.8M$2.7M-$86.0K2026-10-15
Morguard Lincluden Global Investments Ltd
DECREASED55,45357,400-1,947-3%$3.0M$2.7M-$338.0K2026-10-28
Keybank National Association
INCREASED54,90152,676+2,225+4%$2.8M$2.6M-$116.7K2026-11-04
Marks Group Wealth Management, Inc
DECREASED54,89754,996-990%$2.9M$2.6M-$238.5K2026-11-05
Philadelphia Trust Co
DECREASED53,46853,680-2120%$2.8M$2.6M-$238.0K2026-11-05
Kendall Capital Management
INCREASED53,35150,941+2,410+5%$2.7M$2.6M-$100.4K2026-10-23
Lido Advisors, LLC
DECREASED52,53253,879-1,347-2%$2.8M$2.5M-$301.7K2026-11-04
Optimist Retirement Group LLC
INCREASED52,31651,040+1,276+3%$2.7M$2.5M-$155.5K2026-10-30
Quadrant Capital Group LLC
INCREASED49,91349,444+469+1%$2.6M$2.3M-$282.4K2026-10-20
Ledyard National Bank
INCREASED49,55248,213+1,339+3%$2.5M$2.4M-$140.4K2026-10-21
Madden Securities Corp
DECREASED48,78053,430-4,650-9%$2.8M$2.3M-$451.1K2026-10-27
Diversify Wealth Management, LLC
INCREASED48,21543,867+4,348+10%$2.3M$2.4M+$83.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED48,21543,867+4,348+10%$2.3M$2.4M+$83.3K2026-10-20
Csenge Advisory Group
INCREASED48,16441,506+6,658+16%$2.2M$2.3M+$144.3K2026-11-04
Cullen T Bankers, Inc.
DECREASED46,76258,710-11,948-20%$3.1M$2.3M-$825.0K2026-10-28
Summit Global Investments
INCREASED46,59920,852+25,747+123%$1.1M$2.2M+$1.2M2026-10-28
Signaturefd, LLC
DECREASED46,42148,502-2,081-4%$2.5M$2.2M-$306.4K2026-10-23
Oppenheimer & Co Inc
INCREASED43,25642,257+999+2%$2.2M$2.1M-$131.5K2026-10-26
United Bank
INCREASED42,53236,087+6,445+18%$1.9M$2.0M+$157.1K2026-11-06
Prospera Financial Services Inc
INCREASED41,68919,590+22,099+113%$1.0M$2.1M+$1.0M2026-11-04
Bonness Enterprises Inc
UNCHANGED41,48041,48000%$2.2M$2.0M-$176.3K2026-10-08
V-Square Quantitative Management LLC
DECREASED41,07142,017-946-2%$2.2M$2.0M-$224.1K2026-10-15
Merit Financial Group, LLC
INCREASED40,96039,159+1,801+5%$2.1M$2.0M-$79.7K2026-11-06
Farther Finance Advisors, LLC
INCREASED40,62135,030+5,591+16%$1.8M$2.0M+$119.8K2026-10-08
Nicholas Hoffman & Company, Llc.
INCREASED40,01037,580+2,430+6%$2.0M$1.9M-$42.7K2026-10-30
Brookstone Capital Management
INCREASED40,00237,960+2,042+5%$2.0M$1.9M-$62.9K2026-10-22
American Assets Investment Management, LLC
UNCHANGED40,00040,00000%$2.1M$1.9M-$170.0K2026-10-30
Visionary Wealth Advisors
DECREASED39,906181,113-141,207-78%$9.5M$1.9M-$7.6M2026-11-04
Manske Wealth Management
INCREASED39,66537,767+1,898+5%$2.0M$1.9M-$69.1K2026-10-26
Naples Global Advisors, LLC
DECREASED39,27339,435-1620%$2.1M$1.9M-$176.0K2026-11-05
Evergreen Capital Management LLC
INCREASED39,20533,664+5,541+16%$1.8M$1.9M+$127.9K2026-10-23
Park Avenue Securities LLC
DECREASED38,57239,088-516-1%$2.0M$1.9M-$191.0K2026-10-26
Citizens & Northern Corp
DECREASED38,21439,176-962-2%$2.1M$1.8M-$212.8K2026-11-06
Choreo, LLC
DECREASED38,01539,035-1,020-3%$2.0M$1.8M-$215.1K2026-10-28
Royal Fund Management, LLC
INCREASED37,95236,119+1,833+5%$1.9M$1.8M-$65.2K2026-10-22
Imc-Chicago, LLC
NEW37,579—+37,579——$1.8M—2026-11-05
Compound Planning, Inc.
DECREASED37,10138,743-1,642-4%$2.0M$1.8M-$243.8K2026-11-05
SBI Securities Co., Ltd.
DECREASED36,20336,393-190-1%$1.9M$1.7M-$163.8K2026-10-22
NewSquare Capital LLC
INCREASED35,43931,569+3,870+12%$1.7M$1.7M+$52.3K2026-11-06
Trust Co of Toledo NA
DECREASED34,04234,116-740%$1.8M$1.6M-$148.6K2026-10-16
Abundance Wealth Counselors
INCREASED33,42232,779+643+2%$1.7M$1.6M-$108.3K2026-10-26
Beverly Hills Private Wealth, LLC
DECREASED33,01633,201-185-1%$1.7M$1.6M-$150.0K2026-11-04
Aaron Wealth Advisors LLC
INCREASED32,21931,870+349+1%$1.7M$1.6M-$118.6K2026-10-13
Regions Financial Corp
INCREASED31,90531,402+503+2%$1.6M$1.5M-$109.2K2026-11-05
Ativo Capital Management LLC
NEW31,556—+31,556——$1.5M—2026-10-27
Patriot Financial Group Insurance Agency, LLC
INCREASED31,46729,644+1,823+6%$1.6M$1.5M-$38.3K2026-10-14
Parrish Capital LLC
INCREASED30,92729,610+1,317+4%$1.6M$1.5M-$62.4K2026-10-01
Crossmark Global Holdings, Inc.
DECREASED30,91740,875-9,958-24%$2.1M$1.5M-$653.4K2026-10-21
Revisor Wealth Management LLC
DECREASED30,70430,786-820%$1.6M$1.5M-$121.4K2026-10-20
Pzena Investment Management LLC
INCREASED28,96424,507+4,457+18%$1.3M$1.4M+$110.6K2026-10-30
Sanders Morris Harris LLC
NEW28,800—+28,800——$1.4M—2026-10-14
InvesTrust
DECREASED25,92228,970-3,048-11%$1.5M$1.2M-$269.9K2026-10-14
Allspring Global Investments Holdings, LLC
INCREASED25,76324,142+1,621+7%$1.2M$1.2M-$23.0K2026-11-04
Verity Asset Management, Inc.
INCREASED25,05525,025+30+0%$1.3M$1.2M-$104.9K2026-10-30
LSV Asset Management
UNCHANGED25,00025,00000%$1.3M$1.2M-$107.0K2026-11-06
Probity Advisors, Inc.
INCREASED24,45724,377+80+0%$1.3M$1.2M-$99.7K2026-10-23
Lanark Financial, Inc.
INCREASED24,31623,872+444+2%$1.3M$1.2M-$80.1K2026-10-26
Clearstead Advisors, LLC
DECREASED24,10025,921-1,821-7%$1.4M$1.2M-$197.9K2026-11-06
VestGen Advisors, LLC
DECREASED23,13926,409-3,270-12%$1.4M$1.1M-$269.7K2026-10-27
Tower Trust & Investment Co
INCREASED23,08322,861+222+1%$1.2M$1.1M-$86.7K2026-10-28
IFP Advisors, Inc
INCREASED22,89222,034+858+4%$1.2M$1.1M-$52.3K2026-10-16
HB Wealth Management, LLC
INCREASED22,78919,731+3,058+16%$1.0M$1.1M+$63.4K2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED22,29642,227-19,931-47%$2.2M$1.1M-$1.1M2026-10-20
Founders Financial Securities LLC
INCREASED21,88421,673+211+1%$1.1M$1.1M-$81.9K2026-10-28
Sigma Planning Corp
DECREASED21,15521,781-626-3%$1.1M$1.0M-$122.7K2026-10-23
Pinnacle Associates LTD
DECREASED20,67620,791-115-1%$1.1M$996.0K-$93.9K2026-10-20
Elevation Point Wealth Partners, LLC
DECREASED20,36120,895-534-3%$1.1M$984.8K-$115.5K2026-11-05
Bailard, Inc.
INCREASED20,33619,945+391+2%$1.0M$979.6K-$65.9K2026-10-13
Moors & Cabot, Inc.
DECREASED20,09620,980-884-4%$1.1M$968.0K-$131.7K2026-11-06
NBT Bank, N.A.
INCREASED19,29216,587+2,705+16%$869.5K$929.3K+$59.8K2026-10-21
Lighthouse Financial Services Inc
UNCHANGED19,24819,24800%$987.4K$927.2K-$60.2K2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED19,00217,087+1,915+11%$895.7K$915.3K+$19.6K2026-11-05
MGO One Seven LLC
DECREASED18,90320,835-1,932-9%$1.1M$910.6K-$181.6K2026-10-28
Leo Wealth, LLC
NEW18,816—+18,816——$906.4K—2026-10-26
Concurrent Investment Advisors, LLC
INCREASED18,57016,496+2,074+13%$864.7K$894.5K+$29.8K2026-10-16
Jamison Private Wealth Management, Inc.
DECREASED18,08318,369-286-2%$962.9K$871.1K-$91.8K2026-10-14
Apollon Wealth Management, LLC
DECREASED17,97318,144-171-1%$951.1K$865.7K-$85.4K2026-10-23
Davenport & Co LLC
INCREASED17,93015,656+2,274+15%$820.7K$863.7K+$43.0K2026-10-14
AMI Asset Management Corp
INCREASED17,33617,211+125+1%$902.2K$835.1K-$67.1K2026-10-20
RFG Advisory, LLC
DECREASED17,14318,391-1,248-7%$964.1K$825.8K-$138.3K2026-11-03
AdvisorNet Financial, Inc
DECREASED17,11817,988-870-5%$942.9K$819.5K-$123.4K2026-10-15
Gryphon Financial Partners LLC
INCREASED16,53215,580+952+6%$816.7K$796.4K-$20.3K2026-11-04
Highland Capital Management, LLC
DECREASED16,45716,642-185-1%$872.4K$792.7K-$79.6K2026-10-26
Tred Avon Family Wealth, LLC
DECREASED16,44216,632-190-1%$871.9K$792.0K-$79.8K2026-10-20
Texas Bank & Trust Co
INCREASED16,43216,048+384+2%$841.2K$791.5K-$49.7K2026-11-04
Total Wealth Planning & Management, Inc.
INCREASED16,41415,679+735+5%$821.9K$790.7K-$31.2K2026-10-23
Deutsche Bank Ag\
INCREASED16,40012,162+4,238+35%$637.5K$790.0K+$152.5K2026-11-06
Meyer Handelman Co
UNCHANGED16,02716,02700%$840.1K$772.0K-$68.1K2026-10-28
Range Financial Group LLC
DECREASED15,75516,868-1,113-7%$884.2K$758.9K-$125.3K2026-10-21
Gibbs Wealth Management
INCREASED15,54313,662+1,881+14%$716.2K$748.7K+$32.6K2026-10-22
Diversified Trust Co
DECREASED15,39226,951-11,559-43%$1.4M$741.4K-$671.3K2026-11-06
First Bank & Trust
DECREASED15,29141,519-26,228-63%$2.2M$736.6K-$1.4M2026-10-19
XML Financial, LLC
DECREASED15,11515,185-700%$796.0K$728.1K-$67.9K2026-10-29
Victory Financial Group, LLC
INCREASED15,03411,703+3,331+28%$613.5K$724.2K+$110.7K2026-10-27
Money Concepts Capital Corp
INCREASED14,99814,877+121+1%$779.9K$722.4K-$57.4K2026-11-06
Profund Advisors LLC
INCREASED14,65213,076+1,576+12%$685.4K$705.8K+$20.3K2026-10-29
Norway Savings Bank
INCREASED14,60213,556+1,046+8%$710.6K$703.4K-$7.2K2026-10-20
Investors Research Corp
DECREASED14,32614,952-626-4%$783.8K$690.1K-$93.7K2026-10-07
Ignite Planners, LLC
INCREASED14,25512,736+1,519+12%$668.0K$696.2K+$28.2K2026-10-14
Advisortrust Partners, LLC
INCREASED14,14313,164+979+7%$690.1K$681.3K-$8.8K2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED14,13914,870-731-5%$779.5K$681.1K-$98.4K2026-10-21
Frank, Rimerman Advisors LLC
DECREASED13,91614,570-654-4%$763.8K$670.3K-$93.4K2026-10-16
Yoffe Investment Management, LLC
UNCHANGED13,65713,65700%$715.9K$657.9K-$58.0K2026-11-02
Vaughan & Co Securities, Inc.
DECREASED13,61816,231-2,613-16%$850.8K$656.0K-$194.9K2026-10-23
Old National Bancorp
INCREASED13,45713,082+375+3%$685.8K$648.2K-$37.5K2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED13,43113,731-300-2%$719.8K$647.0K-$72.8K2026-10-23
Boltwood Capital Management
INCREASED13,13313,053+80+1%$684.2K$632.6K-$51.6K2026-10-02
J.W. Cole Advisors, Inc.
INCREASED13,05412,475+579+5%$654.0K$628.8K-$25.1K2026-11-05
Versant Capital Management, Inc
DECREASED12,94613,555-609-4%$710.6K$623.6K-$86.9K2026-10-02
Atwater Malick LLC
NEW12,925—+12,925——$622.6K—2026-10-15
Kathmere Capital Management, LLC
INCREASED12,83610,882+1,954+18%$570.4K$618.3K+$47.9K2026-10-20
Perigon Wealth Management, LLC
INCREASED12,65811,660+998+9%$611.2K$609.7K-$1.5K2026-10-22
Allworth Financial LP
INCREASED12,59610,110+2,486+25%$530.0K$660.3K+$130.3K2026-11-06
Central Pacific Bank - Trust Division
DECREASED12,56013,813-1,253-9%$724.1K$605.0K-$119.1K2026-10-06
Michels Family Financial, LLC
INCREASED12,40612,393+13+0%$649.7K$597.6K-$52.1K2026-11-02
Gamma Investing LLC
INCREASED12,28611,330+956+8%$593.9K$591.8K-$2.1K2026-10-08
Genus Capital Management Inc.
UNCHANGED12,21012,21000%$640.0K$588.2K-$51.9K2026-11-04
Rockland Trust Co
DECREASED12,13616,672-4,536-27%$873.9K$584.6K-$289.4K2026-10-05
Nations Financial Group Inc,
DECREASED11,83514,619-2,784-19%$766.4K$570.1K-$196.3K2026-11-05
Personal CFO Solutions, LLC
DECREASED11,82014,903-3,083-21%$787.9K$574.8K-$213.2K2026-11-06
Excalibur Management Corp
DECREASED11,57411,594-200%$607.8K$557.5K-$50.2K2026-11-02
New Wave Wealth Advisors LLC
DECREASED11,56111,742-181-2%$620.0K$534.9K-$85.1K2026-10-19
Beutel, Goodman & Co Ltd.
DECREASED11,50211,584-82-1%$607.0K$554.0K-$53.0K2026-11-04
Lazari Capital Management, Inc.
DECREASED11,40812,240-832-7%$641.6K$549.5K-$92.1K2026-10-20
Beacon Financial Strategies Corp
UNCHANGED11,35811,35800%$595.4K$547.1K-$48.3K2026-10-14
J2 Capital Management Inc
DECREASED11,32311,338-150%$594.3K$545.4K-$48.9K2026-10-19
Cypress Wealth Services, LLC
DECREASED11,20211,650-448-4%$610.7K$522.0K-$88.7K2026-10-21
Portside Wealth Group, LLC
INCREASED11,19710,220+977+10%$535.7K$539.3K+$3.6K2026-10-20
Valeo Financial Advisors, LLC
INCREASED11,14310,149+994+10%$532.0K$536.8K+$4.7K2026-10-08
Investment Research Partners LLC
INCREASED11,1339,385+1,748+19%$492.0K$536.3K+$44.3K2026-10-19
Dynamic Advisor Solutions LLC
INCREASED11,0416,701+4,340+65%$351.2K$531.8K+$180.6K2026-10-13
Garton & Associates Financial Advisors LLC
NEW10,998—+10,998——$529.8K—2026-10-30
Kestra Private Wealth Services, LLC
INCREASED10,95410,897+57+1%$571.2K$527.7K-$43.5K2026-11-06
Fiduciary Alliance LLC
DECREASED10,83511,017-182-2%$577.5K$521.9K-$55.6K2026-10-13
Florida Trust Wealth Management Co
INCREASED10,78510,782+3+0%$565.2K$519.5K-$45.7K2026-11-05
AlphaCore Capital LLC
DECREASED10,65811,090-432-4%$581.4K$518.1K-$63.3K2026-11-04
Presilium Private Wealth, LLC
INCREASED10,5506,852+3,698+54%$359.2K$508.2K+$149.0K2026-10-26
Landmark Wealth Management, LLC
UNCHANGED10,48110,48100%$549.4K$504.9K-$44.5K2026-11-03
Jacobi Capital Management LLC
DECREASED10,39510,959-564-5%$574.5K$500.7K-$73.7K2026-11-05
Moody National Bank Trust Division
INCREASED10,27910,227+52+1%$536.1K$495.1K-$41.0K2026-10-06
Flagship Harbor Advisors, LLC
INCREASED10,0899,878+211+2%$517.8K$486.0K-$31.8K2026-10-26
Abel Hall, LLC
DECREASED10,04514,039-3,994-28%$735.9K$483.9K-$252.1K2026-10-19
China Universal Asset Management Co., Ltd.
INCREASED10,0000+10,000—$9.1K$493.5K+$484.4K2026-10-28
Moneco Advisors, LLC
DECREASED9,98560,767-50,782-84%$3.2M$481.0K-$2.7M2026-11-05
Brighton Jones LLC
INCREASED9,8838,857+1,026+12%$464.3K$476.0K+$11.8K2026-11-03
Intrua Financial, LLC
DECREASED9,85816,873-7,015-42%$884.5K$474.9K-$409.6K2026-10-28
TD Private Client Wealth LLC
INCREASED9,8299,645+184+2%$505.6K$473.5K-$32.1K2026-10-28
Sagespring Wealth Partners, LLC
INCREASED9,7329,464+268+3%$496.1K$468.8K-$27.3K2026-10-22
Cornerstone Wealth Management, LLC
DECREASED9,6829,691-90%$508.0K$466.4K-$41.6K2026-11-04
Vontobel Holding Ltd.
INCREASED9,6528,537+1,115+13%$447.4K$465.0K+$17.6K2026-10-16
M Holdings Securities, Inc.
NEW9,634—+9,634——$472—2026-11-03
Parallel Advisors, LLC
DECREASED9,63210,985-1,353-12%$575.8K$464.0K-$111.9K2026-11-03
OpenArc Corporate Advisory, LLC
DECREASED9,5109,728-218-2%$509.9K$458.1K-$51.8K2026-10-21
North Star Investment Management Corp.
DECREASED9,4349,444-100%$495.1K$454.4K-$40.6K2026-10-27
Burns Matteson Capital Management, LLC
DECREASED9,3589,423-65-1%$494.0K$450.8K-$43.2K2026-10-16
Aprio Wealth Management, LLC
INCREASED9,3187,814+1,504+19%$409.6K$448.8K+$39.2K2026-10-28
Chicago Trust Co NA
DECREASED9,3059,597-292-3%$503.1K$448.2K-$54.9K2026-10-28
May Hill Capital, LLC
DECREASED9,2699,997-728-7%$524.0K$446.5K-$77.6K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED9,12110,019-898-9%$525.2K$439.4K-$85.8K2026-10-23
Cape Investment Advisory, Inc.
DECREASED9,0209,228-208-2%$483.7K$434.5K-$49.2K2026-10-13
IVC Wealth Advisors LLC
INCREASED8,9128,739+173+2%$458.1K$429.3K-$28.8K2026-10-23
Cane Capital Partners, LLC
DECREASED8,7609,120-360-4%$478.1K$422.0K-$56.1K2026-10-23
SeaBridge Investment Advisors LLC
NEW8,487—+8,487——$408.8K—2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED8,4858,133+352+4%$429.5K$408.7K-$20.8K2026-10-13
Herold Advisors, Inc.
DECREASED8,3619,213-852-9%$484.0K$402.8K-$81.2K2026-10-19
Indivisible Partners
INCREASED8,3475,650+2,697+48%$296.2K$402.1K+$105.9K2026-10-26
Alliance Wealth Advisors, LLC
DECREASED8,3018,329-280%$436.6K$399.9K-$36.7K2026-10-14
SAX Wealth Advisors, LLC
NEW8,189—+8,189——$394.5K—2026-10-13
HF Advisory Group, LLC
INCREASED8,0847,578+506+7%$397.2K$389.4K-$7.9K2026-10-09
Chicago Capital, LLC
UNCHANGED8,0158,01500%$420.1K$386.1K-$34.1K2026-10-13
KG Capital Management
DECREASED7,97610,568-2,592-25%$554.0K$384.2K-$169.8K2026-10-15
Capital Investment Advisory Services, LLC
DECREASED7,9468,903-957-11%$466.7K$390.1K-$76.6K2026-10-30
Axxcess Wealth Management, LLC
NEW7,939—+7,939——$382.4K—2026-10-21
BridgePort Financial Solutions, LLC
DECREASED7,8628,090-228-3%$424.1K$378.7K-$45.4K2026-11-02
Bond & Devick Financial Network, Inc.
DECREASED7,7608,530-770-9%$447.1K$373.8K-$73.3K2026-10-23
Ipswich Investment Management Co., Inc.
DECREASED7,7428,270-528-6%$433.5K$372.9K-$60.6K2026-10-13
Glenview Trust Co
INCREASED7,7357,582+153+2%$397.4K$372.6K-$24.9K2026-10-28
Mission Wealth Management, LP
DECREASED7,64414,622-6,978-48%$766.5K$368.2K-$398.3K2026-10-15
Meridian Wealth Management, LLC
DECREASED7,6367,928-292-4%$415.6K$367.8K-$47.7K2026-11-05
Viewpoint Investment Partners Corp
NEW7,600—+7,600——$366.1K—2026-10-26
Simplicity Wealth,LLC
DECREASED7,5707,994-424-5%$419.0K$364.6K-$54.4K2026-10-23
Bedel Financial Consulting, Inc.
UNCHANGED7,5627,56200%$396.4K$364.3K-$32.1K2026-11-06
Cravens & Co Advisors, LLC
INCREASED7,5407,400+140+2%$387.9K$363.2K-$24.7K2026-10-16
Daymark Wealth Partners, LLC
DECREASED7,5358,783-1,248-14%$460.4K$362.9K-$97.5K2026-11-04
Signature Wealth Management Partners, LLC
UNCHANGED7,5047,50400%$393.4K$361.5K-$31.9K2026-10-21
Sentry LLC
UNCHANGED7,4687,46800%$391.5K$359.7K-$31.7K2026-10-30
Facet Wealth, Inc.
NEW7,392—+7,392——$356.1K—2026-11-04
Barry Investment Advisors, LLC
DECREASED7,3788,022-644-8%$420.5K$357.9K-$62.6K2026-10-14
RKL Wealth Management LLC
INCREASED7,0907,083+7+0%$371.3K$341.5K-$29.8K2026-10-16
Joel Isaacson & Co., LLC
INCREASED7,0847,040+44+1%$369.1K$341.2K-$27.8K2026-11-05
Premier Path Wealth Partners, LLC
DECREASED7,02511,240-4,215-37%$589.2K$338.4K-$250.8K2026-10-16
M.E. Allison & Co., Inc.
UNCHANGED7,0177,01700%$367.8K$338.0K-$29.8K2026-10-09
Greenleaf Trust
DECREASED6,9718,024-1,053-13%$420.6K$335.8K-$84.8K2026-10-29
Innova Wealth Partners
UNCHANGED6,9406,94000%$363.8K$334.3K-$29.5K2026-10-21
Avantax Planning Partners, Inc.
DECREASED6,9257,553-628-8%$395.9K$333.6K-$62.4K2026-11-03
Plimoth Trust Co LLC
UNCHANGED6,9206,92000%$362.7K$333.3K-$29.4K2026-10-26
Sowell Financial Services LLC
DECREASED6,9067,489-583-8%$392.6K$332.6K-$59.9K2026-10-23
Private Trust Co NA
INCREASED6,9015,848+1,053+18%$306.6K$332.4K+$25.9K2026-10-20
Americana Partners, LLC
INCREASED6,8716,789+82+1%$355.9K$331.0K-$24.9K2026-10-28
Keudell ison Wealth Management
INCREASED6,8646,328+536+8%$331.7K$330.6K-$1.1K2026-10-16
Sage Rhino Capital LLC
INCREASED6,8146,792+22+0%$356.0K$328.2K-$27.8K2026-10-28
R Squared Ltd
INCREASED6,8025,244+1,558+30%$274.9K$327.7K+$52.8K2026-11-06
Anchyra Partners LLC
INCREASED6,7705,522+1,248+23%$289.5K$326.1K+$36.6K2026-10-13
Focused Alpha, LLC
INCREASED6,7646,522+242+4%$341.9K$325.8K-$16.1K2026-10-20
Level Four Advisory Services, LLC
DECREASED6,7476,958-211-3%$364.8K$325.0K-$39.8K2026-11-06
Larry Mathis Financial Planning, LLC
DECREASED6,7427,318-576-8%$383.6K$324.8K-$58.8K2026-10-26
Marino, Stram & Associates LLC
INCREASED6,6896,560+129+2%$343.9K$322.2K-$21.7K2026-10-22
PDS Planning, Inc
DECREASED6,6006,639-39-1%$348.0K$317.9K-$30.1K2026-11-03
Summit Financial Wealth Advisors, LLC
UNCHANGED6,5856,58500%$345.2K$317.2K-$28.0K2026-10-15
SYM Financial Corp
INCREASED6,5776,342+235+4%$332.4K$316.8K-$15.7K2026-10-26
Natural Investments, LLC
DECREASED6,5427,726-1,184-15%$405.0K$315.2K-$89.9K2026-11-06
McAdam, LLC
NEW6,456—+6,456——$311.0K—2026-10-21
Oarsman Capital, Inc.
UNCHANGED6,4066,40600%$335.8K$308.6K-$27.2K2026-11-05
GFS Advisors, LLC
INCREASED6,350372+5,978+1607%$332.9K$306.0K-$26.9K2026-11-03
Five Oceans Advisors
UNCHANGED6,2616,26100%$328.2K$301.6K-$26.6K2026-10-22
Integrated Advisors Network LLC
DECREASED6,2406,494-254-4%$340.4K$300.6K-$39.8K2026-10-20
Cultivar Capital, Inc.
DECREASED6,2286,309-81-1%$330.7K$300.0K-$30.7K2026-10-14
Canandaigua National Bank & Trust Co
INCREASED6,1855,962+223+4%$312.5K$297.9K-$14.6K2026-10-07
Legal Advantage Investments, Inc.
UNCHANGED6,1506,15000%$322.4K$296.2K-$26.1K2026-10-13
Alchemi Wealth, LLC
UNCHANGED6,0526,05200%$317.2K$291.5K-$25.7K2026-11-04
Everett Harris & Co
INCREASED6,0505,853+197+3%$306.8K$291.4K-$15.4K2026-10-28
Thrive Wealth Management, LLC
UNCHANGED6,0316,03100%$316.1K$290.5K-$25.6K2026-10-13
Central Trust Co
DECREASED5,9175,930-130%$310.9K$285.0K-$25.8K2026-11-05
HUB Investment Partners, LLC
INCREASED5,8914,928+963+20%$258.3K$283.8K+$25.4K2026-11-03
Summit Wealth Group LLC / Co
INCREASED5,8674,992+875+18%$261.7K$282.6K+$21.0K2026-10-29
Grove Bank & Trust
INCREASED5,8595,644+215+4%$295.9K$282.2K-$13.6K2026-10-08
HBK Sorce Advisory LLC
DECREASED5,8516,111-260-4%$314.5K$295.0K-$19.5K2026-11-06
Independent Financial Group, LLC
DECREASED5,7935,973-180-3%$313.1K$279.0K-$34.1K2026-10-13
Invested Advisors
INCREASED5,7885,007+781+16%$262.5K$278.8K+$16.3K2026-10-23
Aull & Monroe Investment Management Corp
DECREASED5,7686,408-640-10%$335.9K$277.8K-$58.1K2026-10-16
MW Advisory, LLC
INCREASED5,7564,124+1,632+40%$216.2K$277.3K+$61.1K2026-10-19
Kooman & Associates
INCREASED5,7415,692+49+1%$298.4K$276.5K-$21.8K2026-10-21
BLB&B Advisors, LLC
DECREASED5,7015,756-55-1%$301.7K$274.6K-$27.1K2026-10-27
Code Waechter LLC
DECREASED5,6558,535-2,880-34%$447.4K$272.4K-$175.0K2026-10-23
Wedbush Securities Inc
DECREASED5,6005,982-382-6%$314.0K$270.0K-$44.0K2026-10-22
Shulman DeMeo Asset Management LLC
DECREASED5,5866,042-456-8%$316.7K$260.0K-$56.7K2026-10-09
Advisors Management Group Inc
INCREASED5,5814,634+947+20%$242.0K$268.0K+$26.0K2026-11-05
Gallacher Capital Management LLC
DECREASED5,5628,312-2,750-33%$435.7K$267.9K-$167.8K2026-10-30
71 West Capital Partners
INCREASED5,5364,624+912+20%$242.4K$266.7K+$24.3K2026-11-04
Verdence Capital Advisors LLC
DECREASED5,4566,121-665-11%$320.8K$262.8K-$58.0K2026-10-26
Venture Visionary Partners LLC
INCREASED5,4075,084+323+6%$266.5K$260.5K-$6.0K2026-10-07
Capital Investment Advisors, LLC
INCREASED5,2255,221+4+0%$273.7K$251.7K-$22.0K2026-10-22
Missouri Trust & Investment Co
DECREASED5,2005,500-300-5%$284.3K$250.5K-$33.8K2026-11-04
Adell Harriman & Carpenter Inc
NEW5,193—+5,193——$250.2K—2026-11-02
Avail Investment Partners, LLC
INCREASED5,1854,378+807+18%$229.5K$249.8K+$20.3K2026-10-16
Monument Capital Management
DECREASED5,1835,257-74-1%$275.6K$249.7K-$25.9K2026-10-09
Angeles Wealth Management, LLC
DECREASED5,1175,148-31-1%$272.4K$248.8K-$23.7K2026-10-26
Soltis Investment Advisors LLC
NEW5,110—+5,110——$246.2K—2026-10-28
Columbia Asset Management
DECREASED5,0625,337-275-5%$279.8K$243.8K-$35.9K2026-10-19
Fiduciary Financial Group, LLC
INCREASED5,0444,309+735+17%$225.9K$243.0K+$17.1K2026-10-13
Peoples Bank
UNCHANGED5,0305,03000%$263.7K$242.3K-$21.4K2026-10-09
Key Capital Management, Inc
INCREASED4,959412+4,547+1104%$21.6K$241.5K+$219.9K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED4,9424,324+618+14%$226.7K$238.0K+$11.3K2026-10-27
B&D White Capital Company, LLC
UNCHANGED4,9004,90000%$256.9K$236.0K-$20.8K2026-11-02
Hoey Investments, Inc
UNCHANGED4,8974,89700%$256.7K$235.9K-$20.8K2026-10-29
Asset One Wealth Management LLC
NEW4,875—+4,875——$234.8K—2026-11-02
GW Henssler & Associates LTD
INCREASED4,8724,662+210+5%$244.4K$234.7K-$9.7K2026-10-26
Fifth Third Bancorp
INCREASED4,8504,192+658+16%$219.7K$233.6K+$13.9K2026-11-05
Eagle Harbor Asset Management Inc
NEW4,848—+4,848——$233.5K—2026-10-21
Blankinship & Foster, LLC
UNCHANGED4,8324,83200%$253.3K$232.8K-$20.5K2026-10-19
Ironwood Financial, llc
DECREASED4,7604,985-225-5%$260.7K$229.3K-$31.4K2026-10-20
Powers Advisory Group, LLC
DECREASED4,6864,800-114-2%$251.6K$225.7K-$25.9K2026-10-14
Symphony Financial, Ltd. Co.
INCREASED4,6664,433+233+5%$234.1K$227.5K-$6.6K2026-10-22
Xponance LLC
INCREASED4,6463,883+763+20%$203.5K$223.8K+$20.3K2026-11-03
Modera Wealth Management, LLC
DECREASED4,6304,931-301-6%$258.5K$223.0K-$35.5K2026-10-28
Integrity Alliance, Llc.
NEW4,580—+4,580——$220.7K—2026-10-29
Tempus Wealth Planning, LLC
UNCHANGED4,5684,56800%$239.5K$220.0K-$19.4K2026-10-14
Blue Capital, Inc.
DECREASED4,5564,587-31-1%$240.5K$219.5K-$21.0K2026-10-13
Rossmore Private Capital
UNCHANGED4,5184,51800%$238.9K$219.7K-$19.2K2026-10-27
Jeppson Wealth Management, LLC
NEW4,516—+4,516——$217.5K—2026-10-20
Langley Wealth Management, LLC
INCREASED4,4894,467+22+0%$234.2K$216.2K-$17.9K2026-11-04
NTV Asset Management LLC
UNCHANGED4,4644,46400%$234.0K$215.0K-$19.0K2026-10-23
Parsons Capital Management Inc
DECREASED4,4454,857-412-8%$254.6K$214.1K-$40.5K2026-10-28
First Premier Bank
UNCHANGED4,4334,43300%$232$184.0K+$183.8K2026-10-13
Mather Group, Llc.
INCREASED4,4052,515+1,890+75%$131.9K$212.2K+$80.3K2026-10-14
Nfsg Corp
DECREASED4,3924,417-25-1%$231.5K$211.6K-$20.0K2026-10-15
Focus Financial Network, Inc.
INCREASED4,3453,935+410+10%$206.2K$209.3K+$3.0K2026-10-14
Wedmont Private Capital
INCREASED4,3253,977+348+9%$209.9K$201.3K-$8.6K2026-10-09
Saxony Capital Management, LLC
UNCHANGED4,3074,30700%$225.8K$207.5K-$18.3K2026-10-15
Resonant Capital Advisors, LLC
DECREASED4,2994,832-533-11%$255.9K$209.4K-$46.5K2026-10-15
TruNorth Capital Management, LLC
UNCHANGED4,2894,28900%$224.8K$206.6K-$18.2K2026-10-14
Crestwood Advisors Group, LLC
DECREASED4,2884,426-138-3%$232.0K$206.5K-$25.5K2026-10-27
Southland Equity Partners LLC
DECREASED4,2654,467-202-5%$234.1K$205.5K-$28.7K2026-10-14
Guyasuta Investment Advisors Inc
DECREASED4,2124,669-457-10%$244.8K$202.9K-$41.9K2026-10-15
Wealth Quarterback LLC
INCREASED4,2074,171+36+1%$218.6K$202.6K-$16.0K2026-10-20
New Hampshire Trust
UNCHANGED4,2014,20100%$220.2K$202.4K-$17.9K2026-10-20
O'Domhnaill Enterprises, Inc.
DECREASED4,1884,490-302-7%$235.4K$201.7K-$33.6K2026-10-29
First Bancorp, Inc
INCREASED4,0844,043+41+1%$211.9K$196.7K-$15.2K2026-10-26
Winthrop Capital Management, LLC
UNCHANGED3,9783,97800%$209.0K$191.6K-$17.4K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED3,8753,919-44-1%$205.4K$186.7K-$18.8K2026-11-04
Ascentis Independent Advisors
INCREASED3,858697+3,161+454%$36.5K$185.8K+$149.3K2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED3,8493,751+98+3%$196.6K$185.4K-$11.2K2026-10-27
Meriwether Wealth & Planning, LLC
NEW3,307—+3,307——$159.3K—2026-10-13
Root Financial Partners, LLC
NEW3,289—+3,289——$158.4K—2026-10-21
JFS Wealth Advisors, LLC
INCREASED3,2723,232+40+1%$169.6K$157.7K-$11.8K2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED3,26210,104-6,842-68%$529.7K$157.1K-$372.5K2026-10-29
Citizens National Bank Trust Department
UNCHANGED3,1223,12200%$163.7K$150.4K-$13.3K2026-11-04
Larson Financial Group LLC
INCREASED3,0562,939+117+4%$154.1K$147.2K-$6.9K2026-11-05
CoreCap Advisors, LLC
DECREASED2,8522,975-123-4%$156.0K$137.4K-$18.6K2026-10-08
Eastern Bank
INCREASED2,7761,808+968+54%$94.8K$133.7K+$38.9K2026-10-05
Peoples Financial Services Corp.
DECREASED2,6502,692-42-2%$141.1K$127.6K-$13.5K2026-10-20
UMB Bank, n.a.
DECREASED2,5542,752-198-7%$144.3K$123.0K-$21.2K2026-11-06
Union Savings Bank
UNCHANGED2,3682,36800%$124.1K$114.0K-$10.1K2026-10-14
Security National Bank
UNCHANGED2,3592,35900%$123.7K$113.6K-$10.0K2026-10-26
Align Financial, LLC
UNCHANGED2,3402,34000%$122.7K$112.7K-$9.9K2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED2,3262,32600%$121.9K$112.0K-$9.9K2026-10-05
Montag A & Associates Inc
UNCHANGED2,2222,22200%$117.5K$108.0K-$9.5K2026-10-29
Latitude Advisors, LLC
NEW2,153—+2,153——$103.7K—2026-10-27
Hilltop National Bank
UNCHANGED2,1262,12600%$111.4K$102.4K-$9.0K2026-10-14
Barrett & Company, Inc.
INCREASED2,0722,066+6+0%$108.3K$99.8K-$8.5K2026-10-22
Key FInancial Inc
INCREASED1,955560+1,395+249%$29.4K$94.2K+$64.8K2026-11-02
Bank & Trust Co
UNCHANGED1,8791,87900%$98.5K$90.5K-$8.0K2026-10-07
Parkside Financial Bank & Trust
DECREASED1,8371,841-40%$96.5K$88.5K-$8.0K2026-10-27
Hilton Head Capital Partners, LLC
INCREASED1,7891,784+5+0%$93.5K$86.2K-$7.3K2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED1,7801,78000%$93.0K$86.0K-$7.0K2026-10-14
Thompson Investment Management, Inc.
INCREASED1,7351,680+55+3%$88.1K$83.6K-$4.5K2026-10-14
Hanson & Doremus Investment Management
DECREASED1,6401,641-10%$86.0K$79.0K-$7.0K2026-10-16
First Command Advisory Services, Inc.
INCREASED1,622428+1,194+279%$22.5K$78.5K+$56.0K2026-11-05
Union Bancaire Privee, UBP SA
UNCHANGED1,6001,60000%$83.2K$77.8K-$5.4K2026-11-04
Valley National Advisers Inc
DECREASED1,5711,586-15-1%$83.1K$75.7K-$7.5K2026-10-23
Owl Creek Wealth Partners LLC
INCREASED1,5131,488+25+2%$78.0K$72.9K-$5.1K2026-10-20
Valley Wealth Managers, Inc.
UNCHANGED1,5081,50800%$79.0K$72.6K-$6.4K2026-10-09
Pinnacle Bancorp, Inc.
DECREASED1,4971,759-262-15%$92.2K$72.1K-$20.1K2026-10-21
Community Financial Services Group, LLC
UNCHANGED1,4901,49000%$76.4K$70.3K-$6.1K2026-10-15
Washington Trust Advisors, Inc.
UNCHANGED1,4561,45600%$76.3K$70.1K-$6.2K2026-10-22
Golden State Wealth Management, LLC
INCREASED1,4471,446+1+0%$75.8K$69.7K-$6.1K2026-11-02
Coston, McIsaac & Partners
UNCHANGED1,3811,38100%$72.0K$66.5K-$5.5K2026-11-06
Rossby Financial, LCC
INCREASED1,362176+1,186+674%$9.2K$65.6K+$56.4K2026-11-05
DT Investment Partners, LLC
UNCHANGED1,3311,33100%$69.8K$64.1K-$5.7K2026-10-27
Spire Wealth Management
DECREASED1,3281,729-401-23%$90.6K$64.0K-$26.6K2026-10-30
Clearstead Trust, LLC
DECREASED1,3031,304-10%$68.4K$62.8K-$5.6K2026-11-06
Trust Co of Vermont
INCREASED1,2921,023+269+26%$53.6K$62.2K+$8.6K2026-10-21
Bayban
UNCHANGED1,2731,27300%$66.7K$66.7K$02026-11-05
James T. Borello RIA
DECREASED1,2421,367-125-9%$71.7K$59.8K-$11.8K2026-10-16
Blue Trust, Inc.
DECREASED1,2335,179-3,946-76%$271.5K$59.4K-$212.1K2026-10-15
Rothwell Investment Advisors, LLC
NEW1,196—+1,196——$57.6K—2026-11-06
Salomon & Ludwin, LLC
DECREASED1,1871,195-8-1%$61.3K$57.2K-$4.1K2026-10-29
Provenance Wealth Advisors, LLC
INCREASED1,149240+909+379%$12.6K$55.3K+$42.8K2026-10-30
Flagship Wealth Advisors, LLC
INCREASED1,1441,140+4+0%$59.7K$55.1K-$4.6K2026-11-03
Independence Bank of Kentucky
DECREASED1,1371,347-210-16%$70.6K$54.8K-$15.8K2026-10-26
Quaker Wealth Management, LLC
UNCHANGED1,0651,06500%$55.8K$51.3K-$4.5K2026-10-22
Manchester Capital Management LLC
DECREASED1,0271,096-69-6%$57.5K$49.5K-$8.0K2026-10-22
Physician Wealth Advisors, Inc.
INCREASED1,0231,011+12+1%$53.0K$49.3K-$3.7K2026-10-20
Addison Advisors LLC
INCREASED993967+26+3%$50.7K$47.8K-$2.9K2026-11-06
Westside Investment Management, Inc.
UNCHANGED99199100%$51.9K$46.6K-$5.3K2026-11-02
MTM Investment Management, LLC
UNCHANGED97197100%$50.9K$46.8K-$4.1K2026-10-30
Cromwell Holdings LLC
UNCHANGED92392300%$49.1K$44.9K-$4.2K2026-10-28
Farmers & Merchants Investments Inc
UNCHANGED91091000%$47.7K$43.8K-$3.9K2026-10-22
Harbor Investment Advisory, LLC
NEW899—+899——$43.3K—2026-10-13
Triumph Capital Management
DECREASED886983-97-10%$51.5K$42.7K-$8.9K2026-10-14
CX Institutional
INCREASED883882+1+0%$46$43-$32026-10-02
Princeton Global Asset Management LLC
UNCHANGED82282200%$43.1K$39.6K-$3.5K2026-10-21
True Wealth Design, LLC
DECREASED7901,006-216-21%$52.7K$38.1K-$14.7K2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED76076000%$39.8K$36.6K-$3.2K2026-10-23
Laurel Wealth Advisors LLC
NEW757—+757——$36.5K—2026-10-27
Jnba Financial Advisors
UNCHANGED74574500%$39.1K$35.9K-$3.2K2026-11-03
Creative Financial Designs Inc
INCREASED724719+5+1%$37.7K$34.9K-$2.8K2026-11-04
Country Trust Bank
UNCHANGED72072000%$37.7K$34.7K-$3.1K2026-10-30
Costello Asset Management, Inc
UNCHANGED70070000%$36.7K$33.7K-$3.0K2026-10-30
SJS Investment Consulting Inc.
UNCHANGED69169100%$36.2K$33.3K-$2.9K2026-10-26
Murphy & Mullick Capital Management Corp
UNCHANGED68968900%$36.1K$33.2K-$2.9K2026-11-02
Maseco LLP
UNCHANGED68468400%$35.8K$33.0K-$2.9K2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED67567500%$35.4K$32.5K-$2.9K2026-10-22
Winch Advisory Services, LLC
INCREASED658652+6+1%$34.2K$31.7K-$2.5K2026-11-06
Markowski Investments
UNCHANGED65065000%$34.1K$31.3K-$2.8K2026-10-30
Compass Financial Management LLC
UNCHANGED65065000%$34.0K$31.3K-$2.7K2026-10-30
Nova Financial LLC
NEW640—+640——$30.8K—2026-11-04
City State Bank
UNCHANGED60660600%$31.8K$29.2K-$2.6K2026-10-20
Financial Consulate, Inc
INCREASED602587+15+3%$30.8K$29.1K-$1.7K2026-10-23
Old Second National Bank of Aurora
UNCHANGED60060000%$31.5K$28.9K-$2.6K2026-10-22
Evermay Wealth Management LLC
DECREASED5981,102-504-46%$58.0K$29.1K-$29.0K2026-11-05
Highline Wealth Partners LLC
INCREASED594514+80+16%$26.9K$28.6K+$1.7K2026-10-19
Steph & Co
INCREASED583527+56+11%$27.6K$28.1K+$4582026-10-07
Towne Trust Company, N.a
UNCHANGED56056000%$29.4K$27.0K-$2.4K2026-10-28
Piscataqua Savings Bank
UNCHANGED54554500%$28.6K$26.2K-$2.3K2026-10-21
First Horizon Corp
UNCHANGED53653600%$28.1K$25.8K-$2.3K2026-10-26
Ascentis Wealth Management, LLC
INCREASED535105+430+410%$5.5K$25.8K+$20.3K2026-11-03
Financial Perspectives, Inc
UNCHANGED51751700%$27.1K$24.9K-$2.2K2026-11-03
Nisa Investment Advisors, LLC
INCREASED508467+41+9%$24.6K$24.7K+$942026-10-20
Cranbrook Wealth Management, LLC
UNCHANGED50850800%$26.6K$24.5K-$2.2K2026-10-28
Signature Equity Partners, LLC
INCREASED461166+295+178%$8.7K$22.2K+$13.5K2026-10-29
Clark Wealth Partners
INCREASED460456+4+1%$24.1K$22.4K-$1.7K2026-10-19
Financial Network Wealth Advisors LLC
INCREASED446227+219+96%$11.9K$21.5K+$9.6K2026-10-28
Compass Wealth Management LLC
NEW444—+444——$21.4K—2026-10-22
Guardian Partners Inc.
UNCHANGED44044000%$23.1K$21.2K-$1.9K2026-10-21
Southern Michigan Bank & Trust
DECREASED432447-15-3%$23.4K$20.8K-$2.6K2026-10-19
Financial Management Professionals, Inc.
INCREASED429342+87+25%$18.1K$20.8K+$2.8K2026-10-23
Boyd Watterson Asset Management LLC
UNCHANGED41941900%$22.0K$20.2K-$1.8K2026-11-06
Essential Partners LLC
UNCHANGED41441400%$21.7K$19.9K-$1.8K2026-10-14
Center for Financial Planning, Inc.
NEW404—+404——$19.5K—2026-10-26
Concord Wealth Partners
DECREASED404806-402-50%$42.3K$19.5K-$22.8K2026-11-02
Silver Grove Financial Group, Inc.
DECREASED402409-7-2%$21.4K$19.4K-$2.1K2026-11-05
Blume Capital Management, Inc.
DECREASED400800-400-50%$41.9K$19.3K-$22.7K2026-10-26
Mosley Wealth Management
INCREASED372366+6+2%$19.2K$18.3K-$9452026-10-16
Mascoma Wealth Management LLC
INCREASED32818+310+1722%$944$15.8K+$14.9K2026-10-23
Arlington Trust Co LLC
UNCHANGED32832800%$17.2K$15.8K-$1.4K2026-10-20
Asset Dedication, LLC
DECREASED326417-91-22%$21.9K$15.7K-$6.2K2026-11-03
Mcdonald Partners LLC
DECREASED320920-600-65%$48.2K$15.4K-$32.8K2026-11-03
West Financial Advisors, LLC
NEW305—+305——$14.7K—2026-10-22
Brown, Lisle Ings, Inc.
UNCHANGED29329300%$15.4K$14.1K-$1.2K2026-10-16
Abound Wealth Management
DECREASED291297-6-2%$15.6K$14.0K-$1.6K2026-10-26
Acumen Wealth Advisors, LLC
UNCHANGED29029000%$15.3K$14.2K-$1.2K2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED28428400%$14.9K$13.7K-$1.2K2026-11-02
Accordant Advisory Group Inc
UNCHANGED26926900%$14.1K$13.0K-$1.1K2026-10-29
First Financial Corp
UNCHANGED25225200%$13.2K$12.1K-$1.1K2026-10-13
Planning Strategies Inc.
INCREASED251160+91+57%$8.4K$12.1K+$3.7K2026-10-02
Advantage Trust Co
UNCHANGED24024000%$12.6K$11.6K-$1.0K2026-10-19
Quest 10 Wealth Builders, Inc.
UNCHANGED23923900%$12.5K$11.5K-$1.0K2026-11-02
First Pacific Financial
UNCHANGED23723700%$12.4K$11.4K-$1.0K2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED236109+127+117%$5.7K$11.4K+$5.7K2026-10-27
CGC Financial Services, LLC
UNCHANGED23423400%$12.3K$11.3K-$9942026-10-13
Financial Freedom, LLC
NEW211—+211——$10.2K—2026-11-06
GHP Investment Advisors, Inc.
UNCHANGED21121100%$11.1K$10.2K-$8972026-10-15
Archer Investment Corp
UNCHANGED20020000%$10.5K$9.6K-$8502026-11-05
Proathlete Wealth Management LLC
INCREASED19479+115+146%$4.1K$9.3K+$5.2K2026-10-15
Retirement Wealth Solutions LLC
DECREASED194206-12-6%$10.8K$9.3K-$1.5K2026-10-07
Nemes Rush Group LLC
UNCHANGED18818800%$9.9K$9.1K-$7992026-11-04
Bell Investment Advisors, Inc
DECREASED186208-22-11%$10.9K$9.0K-$1.9K2026-10-29
Ares Financial Consulting, LLC
INCREASED18381+102+126%$4.2K$8.8K+$4.6K2026-10-19
Chilton Capital Management LLC
UNCHANGED18018000%$9.4K$8.7K-$7652026-10-28
Sfam, LLC
UNCHANGED17917900%$9.4K$8.6K-$7612026-11-03
Burk Holdings LLC
UNCHANGED17817800%$9.3K$8.6K-$7572026-11-05
Buck Wealth Strategies, LLC
INCREASED16832+136+425%$1.7K$8.1K+$6.4K2026-10-28
Carolina Wealth Advisors, LLC
NEW167—+167——$8.0K—2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED16416400%$8.6K$7.9K-$6972026-10-07
Zions Bancorporation, National Association
DECREASED161191-30-16%$10.0K$7.8K-$2.3K2026-11-06
Pension & Wealth Management Advisors, Inc.
NEW160—+160——$7.7K—2026-10-16
Bank of New Hampshire
NEW160—+160——$7.7K—2026-10-06
Tsfg, LLC
DECREASED160254-94-37%$13$8-$52026-10-23
Peterson Wealth Services
UNCHANGED16016000%$8.4K$7.7K-$6802026-10-26
Kozak & Associates, Inc.
UNCHANGED15515500%$8.0K$7.6K-$3972026-10-29
GK Wealth Management LLC
NEW145—+145——$7.0K—2026-10-09
UMB Private Wealth Management, LLC
NEW144—+144——$6.9K—2026-10-19
Leonteq Securities AG
INCREASED13886+52+60%$4.5K$6.6K+$2.1K2026-10-29
Rydar Equities, Inc.
NEW137—+137——$6.5K—2026-10-13
Advocate Investing Services LLC
INCREASED119118+1+1%$6.2K$5.7K-$4532026-10-26
Pacific Center for Financial Services
UNCHANGED11511500%$6.0K$5.5K-$4892026-10-15
Tounjian Advisory Partners, LLC
UNCHANGED10410400%$5.5K$5.0K-$4442026-11-04
Tompkins Financial Corp
UNCHANGED10010000%$5.2K$4.8K-$4252026-10-05
Toth Financial Advisory Corp
INCREASED9719+78+411%$996$4.7K+$3.7K2026-10-08
Gen-Wealth Partners Inc
UNCHANGED909000%$4.7K$4.3K-$3832026-11-04
Elyxium Wealth, LLC
NEW85—+85——$4.1K—2026-10-27
Pflug Koory, LLC
UNCHANGED808000%$4.2K$3.9K-$3402026-10-26
Gleason Group, Inc.
UNCHANGED737300%$3.8K$3.5K-$3112026-10-15
Sunrise Financial Services, LLC
UNCHANGED686800%$3.6K$3.3K-$2892026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED676700%$3.5K$3.2K-$2852026-10-15
NBH Bank
NEW64—+64——$3.1K—2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED606000%$3.1K$2.9K-$2552026-10-14
Evolution Wealth Management Inc.
NEW59—+59——$2.8K—2026-10-28
Kelleher Financial Advisors
DECREASED59118-59-50%$6.2K$2.8K-$3.3K2026-10-30
Bangor Savings Bank
UNCHANGED575700%$3.0K$2.7K-$2422026-10-06
WPG Advisers, LLC
UNCHANGED575700%$3.0K$2.7K-$2422026-10-27
MV Capital Management, Inc.
DECREASED5684-28-33%$4.4K$2.7K-$1.7K2026-10-29
Canton Hathaway, LLC
NEW55—+55——$2.6K—2026-10-23
American Capital Advisory, LLC
DECREASED5583-28-34%$4.4K$2.7K-$1.7K2026-10-28
Bullock Wealth Management Group
UNCHANGED535300%$2.7K$2.5K-$2182026-10-09
GoalVest Advisory LLC
UNCHANGED505000%$2.6K$2.4K-$2122026-10-02
Main Street Group, LTD
UNCHANGED505000%$2.6K$2.4K-$2122026-10-28
Balance Wealth Partners LLC
NEW48—+48——$2.3K—2026-10-27
Breakwater Investment Management
INCREASED4818+30+167%$944$2.3K+$1.4K2026-10-20
Nvest Wealth Strategies, Inc.
UNCHANGED484800%$2.5K$2.3K-$2042026-10-14
GGM Financial LLC
NEW46—+46——$2.2K—2026-11-05
Prudent Man Investment Management, Inc.
DECREASED40120-80-67%$5.9K$1.9K-$4.0K2026-11-03
Valued Wealth Advisors LLC
UNCHANGED373700%$2.0K$1.8K-$1582026-11-05
Elevated Capital Advisors, LLC
UNCHANGED343400%$1.8K$1.6K-$1442026-11-04
Rakuten Securities, Inc.
INCREASED326+26+433%$315$1.5K+$1.2K2026-11-02
Holos Integrated Wealth LLC
UNCHANGED323200%$1.7K$1.6K-$1232026-10-23
Godsey & Gibb, Inc
NEW29—+29——$1.4K—2026-10-14
Monetary Solutions, Ltd
INCREASED2417+7+41%$891$1.2K+$2652026-10-22
DeDora Capital, Inc.
NEW23—+23——$1.1K—2026-10-26
StrongBox Wealth, LLC
NEW22—+22——$1.1K—2026-11-02
Fairman Group, LLC
UNCHANGED202000%$1.1K$972-$862026-10-26
Noble Wealth Management PBC
UNCHANGED161600%$839$771-$682026-10-01
Kingdom Financial Group Llc.
UNCHANGED131300%$681$626-$552026-11-04
Gilpin Wealth Management, LLC
DECREASED959-50-85%$3.1K$434-$2.7K2026-10-09
Raleigh Capital Management Inc.
UNCHANGED9900%$458$425-$332026-10-28
Trust Co
DECREASED5221-216-98%$11.6K$241-$11.3K2026-10-09
Lloyd Advisory Services, Llc.
INCREASED43+1+33%$157$178+$212026-11-02
Wolff Wiese Magana LLC
UNCHANGED4400%$210$193-$172026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED3300%$158$145-$132026-10-23
Private Wealth Management Group, LLC
UNCHANGED2200%$105$97-$82026-10-19
Harbor Asset Planning, Inc.
UNCHANGED1100%$48$44-$42026-10-23
High Note Wealth, LLC
UNCHANGED1100%$52$48-$42026-10-27
Capricorn Fund Managers Ltd
CLOSED0426,416-426,416-100%$22.4M$0-$22.4M2026-11-03
Transmarket Holdings LP
CLOSED0188,473-188,473-100%$9.9M$0-$9.9M2026-10-27
MacKenzie Financial Corp
CLOSED062,190-62,190-100%$3.3M$0-$3.3M2026-11-02
Redhawk Wealth Advisors, Inc.
CLOSED029,746-29,746-100%$1.6M$0-$1.6M2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED024,289-24,289-100%$1.3M$0-$1.3M2026-10-16
CIBC Asset Management Inc
CLOSED020,474-20,474-100%$1.1M$0-$1.1M2026-11-05
Quintet Private Bank (Europe) S.A.
CLOSED017,700-17,700-100%$927.8K$0-$927.8K2026-10-08
Aspiriant, LLC
CLOSED010,267-10,267-100%$538.2K$0-$538.2K2026-10-16
Ballew Advisors, Inc
CLOSED09,761-9,761-100%$523.8K$0-$523.8K2026-10-05
Seed Wealth Management, Inc.
CLOSED06,080-6,080-100%$318.7K$0-$318.7K2026-10-20
Cordatus Wealth Management LLC
CLOSED05,636-5,636-100%$295.4K$0-$295.4K2026-10-19
King Luther Capital Management Corp
CLOSED05,580-5,580-100%$292.5K$0-$292.5K2026-11-05
Arlington Partners LLC
CLOSED05,388-5,388-100%$282.4K$0-$282.4K2026-10-20
Clear Creek Financial Management, LLC
CLOSED05,225-5,225-100%$274.0K$0-$274.0K2026-10-28
Waters Parkerson & Co., LLC
CLOSED05,034-5,034-100%$263.9K$0-$263.9K2026-11-04
Trek Financial, LLC
CLOSED05,022-5,022-100%$263.3K$0-$263.3K2026-10-29
Sovran Advisors, LLC
CLOSED04,982-4,982-100%$267.6K$0-$267.6K2026-11-02
Quadrant Private Wealth Management, LLC
CLOSED04,673-4,673-100%$247.0K$0-$247.0K2026-11-04
Formidable Asset Management, LLC
CLOSED04,472-4,472-100%$246.8K$0-$246.8K2026-11-03
Riversedge Advisors, LLC
CLOSED04,465-4,465-100%$234.1K$0-$234.1K2026-10-09
Busey Bank
CLOSED04,295-4,295-100%$225.1K$0-$225.1K2026-10-26
XXI Wealth, LLC
CLOSED04,206-4,206-100%$220.5K$0-$220.5K2026-10-22
Westco Advisory Services Inc
CLOSED04,090-4,090-100%$214.4K$0-$214.4K2026-10-14
Miller Financial Services LLC
CLOSED04,055-4,055-100%$212.6K$0-$212.6K2026-10-20
Atlas Brown,Inc.
CLOSED04,053-4,053-100%$212.5K$0-$212.5K2026-10-09
StoneX Group Inc.
CLOSED04,051-4,051-100%$213.6K$0-$213.6K2026-11-03
Cowa, LLC
CLOSED04,009-4,009-100%$210.2K$0-$210.2K2026-10-30
Valmark Advisers, Inc.
CLOSED03,994-3,994-100%$209.4K$0-$209.4K2026-11-06
Lantz Financial LLC
CLOSED03,970-3,970-100%$208.1K$0-$208.1K2026-10-15
Master's Wealth Management Inc.
CLOSED03,926-3,926-100%$205.8K$0-$205.8K2026-10-22
Decker Wealth Management LLC
CLOSED03,920-3,920-100%$205.5K$0-$205.5K2026-10-09
Avior Wealth Management, LLC
CLOSED03,912-3,912-100%$205.1K$0-$205.1K2026-10-13
Wealth Architects, LLC
CLOSED03,900-3,900-100%$204.4K$0-$204.4K2026-11-03
Confluence Wealth Services, Inc.
CLOSED03,882-3,882-100%$203.5K$0-$203.5K2026-11-05
Foster Group, Inc.
CLOSED03,875-3,875-100%$203.1K$0-$203.1K2026-10-13
Dickmeyer Boyce Financial Management, Inc.
CLOSED03,870-3,870-100%$202.9K$0-$202.9K2026-10-08
Seven Mile Advisory
CLOSED03,860-3,860-100%$204.1K$0-$204.1K2026-10-22
Wespac Advisors, LLC
CLOSED03,823-3,823-100%$200.4K$0-$200.4K2026-10-26
Wellington Shields Capital Management, LLC
CLOSED03,103-3,103-100%$162.6K$0-$162.6K2026-11-03
Institute for Wealth Management, Llc.
CLOSED02,626-2,626-100%$137.6K$0-$137.6K2026-11-06
Salem Investment Counselors Inc
CLOSED02,348-2,348-100%$124.2K$0-$124.2K2026-10-13
Wellington Shields & Co., LLC
CLOSED01,384-1,384-100%$72.5K$0-$72.5K2026-11-03
Axiom Investment Management LLC
CLOSED01,200-1,200-100%$62.9K$0-$62.9K2026-11-03
City Holding Co
CLOSED0550-550-100%$28.8K$0-$28.8K2026-10-19
MCF Advisors LLC
CLOSED0484-484-100%$25.4K$0-$25.4K2026-10-28
Beacon Investment Advisory Services, Inc.
CLOSED0347-347-100%$18.2K$0-$18.2K2026-10-13
Yankcom Partnership
CLOSED0324-324-100%$17.0K$0-$17.0K2026-10-15
Cornerstone Planning Group LLC
CLOSED0289-289-100%$14.7K$0-$14.7K2026-10-16
Robinswood Financial LLC
CLOSED0287-287-100%$15.1K$0-$15.1K2026-10-20
Vermillion Wealth Management, Inc.
CLOSED0277-277-100%$14.5K$0-$14.5K2026-10-26
LifeSteps Financial, Inc.
CLOSED0170-170-100%$8.9K$0-$8.9K2026-10-15
United Financial Planning Group LLC
CLOSED0152-152-100%$8.0K$0-$8.0K2026-11-04
Whipplewood Advisors, LLC
CLOSED0130-130-100%$6.8K$0-$6.8K2026-10-20
Strategic Wealth Advisors LLC
CLOSED0120-120-100%$5$0-$52026-11-06
Summit Securities Group LLC
CLOSED0100-100-100%$5.2K$0-$5.2K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED091-91-100%$4.8K$0-$4.8K2026-11-04
Trifecta Capital Advisors, LLC
CLOSED064-64-100%$3.4K$0-$3.4K2026-10-21
Commonwealth Retirement Investments LLC
CLOSED056-56-100%$2.9K$0-$2.9K2026-10-26
Halbert Hargrove Global Advisors, LLC
CLOSED046-46-100%$2.4K$0-$2.4K2026-10-16
CKW Financial Group
CLOSED033-33-100%$2$0-$22026-10-29
Caldwell Trust Co
CLOSED030-30-100%$1.6K$0-$1.6K2026-10-30
Stone House Investment Management, LLC
CLOSED03-3-100%$157$0-$1572026-10-23
Robinson Value Management, Ltd.
CLOSED01-1-100%$52$0-$522026-10-20
Hara Capital LLC
CLOSED000—$61$0-$612026-10-30
Prairie Wealth Advisors, Inc.
UNCHANGED000—$311.8K$344.1K+$32.3K2026-10-29
FMR LLC
N/A—64,961,641-64,961,641-100%$3.4B———
Dodge & COX
N/A—48,197,514-48,197,514-100%$2.5B———
Primecap Management Co
N/A—25,182,068-25,182,068-100%$1.3B———
Wellington Management Group LLP
N/A—11,396,249-11,396,249-100%$597.4M———
JTC Employer Solutions Trustee Ltd
N/A—8,592,987-8,592,987-100%$450.3M———
Morgan Stanley
N/A—7,657,562-7,657,562-100%$401.4M———
Royal Bank of Canada
N/A—7,588,928-7,588,928-100%$397.8M———
Price T Rowe Associates Inc
N/A—6,923,642-6,923,642-100%$362.9M———
Acadian Asset Management LLC
N/A—6,660,434-6,660,434-100%$349.1M———
Goldman Sachs Group Inc
N/A—6,371,442-6,371,442-100%$334.0M———
State Street Corp
N/A—5,959,115-5,959,115-100%$315.1M———
Bank of Montreal
N/A—4,042,863-4,042,863-100%$211.9M———
BlackRock, Inc.
N/A—3,620,294-3,620,294-100%$189.8M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—3,599,521-3,599,521-100%$188.7M———
Hotchkis & Wiley Capital Management LLC
N/A—3,413,574-3,413,574-100%$178.9M———
UBS Group AG
N/A—2,806,205-2,806,205-100%$147.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,767,591-2,767,591-100%$145.1M———
Point72 Asset Management, L.P.
N/A—2,652,881-2,652,881-100%$139.1M———
Bank of America Corp
N/A—2,216,888-2,216,888-100%$116.2M———
JPMorgan Chase & Co
N/A—2,085,014-2,085,014-100%$110.1M———
Envestnet Asset Management Inc
N/A—1,908,549-1,908,549-100%$100.0M———
Manufacturers Life Insurance Company, the
N/A—1,887,739-1,887,739-100%$99.0M———
American Century Companies Inc
N/A—1,838,479-1,838,479-100%$96.4M———
Northern Trust Corp
N/A—1,754,564-1,754,564-100%$92.0M———
Arrowstreet Capital, Limited Partnership
N/A—1,633,029-1,633,029-100%$85.6M———
Brandes Investment Partners, LP
N/A—1,483,198-1,483,198-100%$77.8M———
Aristotle Capital Management, LLC
N/A—1,463,518-1,463,518-100%$76.7M———
Raymond James Financial Inc
N/A—1,396,694-1,396,694-100%$73.2M———
Wells Fargo & Company
N/A—1,361,227-1,361,227-100%$71.4M———
BNP Paribas Financial Markets
N/A—1,313,691-1,313,691-100%$68.9M———
Mariner, LLC
N/A—1,285,362-1,285,362-100%$67.4M———
SEI Investments Co
N/A—1,250,431-1,250,431-100%$65.5M———
Qube Research & Technologies Ltd
N/A—1,078,767-1,078,767-100%$56.5M———
D. E. Shaw & Co., Inc.
N/A—1,019,449-1,019,449-100%$53.4M———
LMR Partners LLP
N/A—980,479-980,479-100%$51.4M———
Callodine Capital Management, LP
N/A—979,740-979,740-100%$51.4M———
NewEdge Advisors, LLC
N/A—953,574-953,574-100%$50.0M———
Franklin Resources Inc
N/A—939,797-939,797-100%$49.3M———
Thomasville National Bank
N/A—871,467-871,467-100%$45.7M———
Van Eck Associates Corp
N/A—787,508-787,508-100%$41.3M———
Stifel Financial Corp
N/A—642,212-642,212-100%$33.7M———
First Trust Advisors LP
N/A—640,635-640,635-100%$33.6M———
Crawford Investment Counsel Inc
N/A—634,985-634,985-100%$33.3M———
HRT Financial LP
N/A—603,902-603,902-100%$31.7M———
Jane Street Group, LLC
N/A—551,413-551,413-100%$28.9M———
Life Cycle Investment Partners Ltd
N/A—530,080-530,080-100%$27.8M———
Bridgewater Associates, LP
N/A—504,171-504,171-100%$26.4M———
Ameriprise Financial Inc
N/A—497,991-497,991-100%$26.1M———
Eversept Partners, LP
N/A—481,833-481,833-100%$25.3M———
BNP Paribas Asset Management Holding S.A.
N/A—479,106-479,106-100%$25.1M———
Tower Research Capital LLC (TRC)
N/A—463,125-463,125-100%$24.3M———
Old Mission Capital LLC
N/A—455,346-455,346-100%$23.9M———
Sio Capital Management, LLC
N/A—436,700-436,700-100%$22.9M———
Quantinno Capital Management LP
N/A—424,762-424,762-100%$22.3M———
Walleye Capital LLC
N/A—402,472-402,472-100%$21.1M———
Charles Schwab Investment Management Inc
N/A—388,713-388,713-100%$20.4M———
Cetera Investment Advisers
N/A—375,991-375,991-100%$19.7M———
AQR Capital Management LLC
N/A—346,157-346,157-100%$18.1M———
CIBC World Market Inc.
N/A—342,458-342,458-100%$18.0M———
Massachusetts Financial Services Co
N/A—319,805-319,805-100%$16.8M———
Silvercrest Asset Management Group LLC
N/A—313,984-313,984-100%$16.5M———
National Bank of Canada
N/A—302,079-302,079-100%$15.8M———
Janney Montgomery Scott LLC
N/A—300,857-300,857-100%$15.8M———
Armistice Capital, LLC
N/A—300,000-300,000-100%$15.7M———
Waverly Advisors, LLC
N/A—290,593-290,593-100%$15.2M———
Natixis Advisors, LLC
N/A—289,414-289,414-100%$15.2M———
Manning & Napier Advisors LLC
N/A—277,309-277,309-100%$14.6M———
Callan Family Office, LLC
N/A—271,081-271,081-100%$14.2M———
O'shaughnessy Asset Management, LLC
N/A—265,158-265,158-100%$13.9M———
Jones Financial Companies Lllp
N/A—258,464-258,464-100%$13.6M———
Osaic Holdings, Inc.
N/A—253,971-253,971-100%$13.3M———
MML Investors Services, LLC
N/A—246,909-246,909-100%$12.9M———
New York State Common Retirement Fund
N/A—245,075-245,075-100%$12.8M———
Salt Holding Corp.
N/A—235,459-235,459-100%$12.3M———
Tidal Investments LLC
N/A—220,236-220,236-100%$11.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—219,939-219,939-100%$11.5M———
Advisory Research Inc
N/A—215,664-215,664-100%$11.3M———
Sanctuary Advisors, LLC
N/A—205,188-205,188-100%$10.8M———
Norges Bank
N/A—200,000-200,000-100%$10.5M———
Schonfeld Strategic Advisors LLC
N/A—199,265-199,265-100%$10.4M———
Federated Hermes, Inc.
N/A—195,071-195,071-100%$10.2M———
QRG Capital Management, Inc.
N/A—191,512-191,512-100%$10.0M———
DV Equities, LLC
N/A—188,762-188,762-100%$9.9M———
Cerity Partners LLC
N/A—181,575-181,575-100%$9.5M———
Nuveen, LLC
N/A—171,450-171,450-100%$9.0M———
Hantz Financial Services, Inc.
N/A—159,568-159,568-100%$8.4M———
Kahn Brothers Group Inc
N/A—158,438-158,438-100%$8.3M———
Boothbay Fund Management, LLC
N/A—156,400-156,400-100%$8.2M———
Mercer Global Advisors Inc
N/A—155,769-155,769-100%$8.2M———
Public Employees Retirement System of Ohio
N/A—155,283-155,283-100%$8.1M———
Citadel Advisors LLC
N/A—151,573-151,573-100%$7.9M———
Logan Capital Management Inc
N/A—141,076-141,076-100%$7.4M———
Pinnacle Financial Partners, Inc.
N/A—139,689-139,689-100%$7.3M———
Credit Agricole S A
N/A—132,780-132,780-100%$7.0M———
Quantbot Technologies LP
N/A—128,286-128,286-100%$6.7M———
Orion Porfolio Solutions, LLC
N/A—122,948-122,948-100%$6.4M———
HighTower Advisors, LLC
N/A—118,260-118,260-100%$6.2M———
Stamos Capital Partners, L.P.
N/A—114,724-114,724-100%$6.0M———
DRW Securities, LLC
N/A—114,130-114,130-100%$6.0M———
Rockefeller Capital Management L.P.
N/A—113,228-113,228-100%$5.9M———
Opal Capital LLC
N/A—108,899-108,899-100%$5.7M———
Northwestern Mutual Wealth Management Co
N/A—108,228-108,228-100%$5.7M———
Renaissance Group LLC
N/A—108,116-108,116-100%$5.7M———
Arkadios Wealth Advisors
N/A—108,025-108,025-100%$5.7M———
Brentview Investment Management LLC
N/A—106,846-106,846-100%$5.6M———
Advisors Asset Management, Inc.
N/A—106,094-106,094-100%$5.6M———
Sphera Funds Management Ltd.
N/A—102,000-102,000-100%$5.3M———
JBF Capital, Inc.
N/A—100,000-100,000-100%$5.2M———
Vanguard Personalized Indexing Management, LLC
N/A—99,516-99,516-100%$5.2M———
Krensavage Asset Management, LLC
N/A—96,729-96,729-100%$5.1M———
Hillman Capital Management, Inc.
N/A—92,383-92,383-100%$4.8M———
Empowered Funds, LLC
N/A—92,346-92,346-100%$4.8M———
Pathstone Holdings, LLC
N/A—91,733-91,733-100%$4.8M———
Focus Partners Wealth
N/A—90,484-90,484-100%$4.7M———
Campbell & Co Investment Adviser LLC
N/A—83,989-83,989-100%$4.4M———
Farringdon Capital, Ltd.
N/A—78,744-78,744-100%$4.1M———
Neuberger Berman Group LLC
N/A—74,270-74,270-100%$3.9M———
Two Sigma Investments, LP
N/A—70,993-70,993-100%$3.7M———
Nomura Asset Management International Inc.
N/A—70,084-70,084-100%$3.7M———
WealthTrust Axiom LLC
N/A—68,882-68,882-100%$3.6M———
Arax Advisory Partners
N/A—68,126-68,126-100%$3.6M———
NewEdge Wealth, LLC
N/A—67,950-67,950-100%$3.6M———
Equitable Holdings, Inc.
N/A—66,889-66,889-100%$3.5M———
Captrust Financial Advisors
N/A—65,208-65,208-100%$3.4M———
&partners
N/A—62,755-62,755-100%$3.3M———
Principal Securities, Inc.
N/A—61,149-61,149-100%$3.2M———
Aimz Investment Advisors, LLC
N/A—59,214-59,214-100%$3.1M———
Entropy Technologies, LP
N/A—58,582-58,582-100%$3.1M———
Squarepoint Ops LLC
N/A—57,963-57,963-100%$3.0M———
Simmons Bank
N/A—57,449-57,449-100%$3.0M———
Lazard Asset Management LLC
N/A—56,044-56,044-100%$2.9M———
Naviter Wealth, LLC
N/A—55,331-55,331-100%$2.9M———
Argent Advisors, Inc.
N/A—51,943-51,943-100%$2.7M———
Baird Financial Group, Inc.
N/A—50,129-50,129-100%$2.6M———
Tocqueville Asset Management L.P.
N/A—49,557-49,557-100%$2.6M———
Christine Messmer PC
N/A—48,473-48,473-100%$2.5M———
IEQ Capital, LLC
N/A—47,975-47,975-100%$2.5M———
Haverford Trust Co
N/A—47,770-47,770-100%$2.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—47,288-47,288-100%$2.5M———
Glenmede Trust Co NA
N/A—46,706-46,706-100%$2.4M———
Advisory Services Network, LLC
N/A—46,648-46,648-100%$2.4M———
Global Retirement Partners, LLC
N/A—46,380-46,380-100%$2.4M———
Federation des caisses Desjardins du Quebec
N/A—45,513-45,513-100%$2.4M———
Twin City Private Wealth, LLC
N/A—45,434-45,434-100%$2.4M———
Nicolet Bankshares Inc
N/A—44,504-44,504-100%$2.3M———
Scotia Capital Inc.
N/A—44,060-44,060-100%$2.3M———
Aquatic Capital Management LLC
N/A—43,060-43,060-100%$2.3M———
Vestmark Advisory Solutions, Inc.
N/A—42,977-42,977-100%$2.3M———
Huntington National Bank
N/A—42,704-42,704-100%$2.2M———
Nvest Financial, LLC
N/A—42,661-42,661-100%$2.2M———
M&T Bank Corp
N/A—42,652-42,652-100%$2.2M———
Foster & Motley Inc
N/A—42,484-42,484-100%$2.2M———
Harvest Portfolios Group Inc.
N/A—41,500-41,500-100%$2.2M———
Verition Fund Management LLC
N/A—41,337-41,337-100%$2.2M———
Saturna Capital Corp
N/A—41,025-41,025-100%$2.1M———
Bleakley Financial Group, LLC
N/A—40,749-40,749-100%$2.1M———
UBS Asset Management Americas LLC
N/A—40,423-40,423-100%$2.1M———
Steward Partners Investment Advisory, LLC
N/A—39,937-39,937-100%$2.1M———
Brown Advisory Inc
N/A—39,439-39,439-100%$2.1M———
Figure 8 Investment Strategies LLC
N/A—38,686-38,686-100%$2.0M———
United Capital Financial Advisors, LLC
N/A—38,679-38,679-100%$2.0M———
BFC Planning, Inc.
N/A—38,373-38,373-100%$2.0M———
Integrated Quantitative Investments LLC
N/A—38,021-38,021-100%$2.0M———
Vident Advisory, LLC
N/A—37,908-37,908-100%$2.0M———
Sequoia Financial Advisors, LLC
N/A—36,293-36,293-100%$1.9M———
denkapparat Operations GmbH
N/A—35,370-35,370-100%$1.9M———
XTX Topco Ltd
N/A—35,304-35,304-100%$1.9M———
Evolve Private Wealth, LLC
N/A—35,074-35,074-100%$1.9M———
Argent Trust Co
N/A—34,735-34,735-100%$1.8M———
Stephens Inc
N/A—33,697-33,697-100%$1.8M———
Blackstone Inc.
N/A—33,172-33,172-100%$1.7M———
Icon Advisers Inc
N/A—32,800-32,800-100%$1.7M———
Dorsey Wright & Associates
N/A—32,575-32,575-100%$1.7M———
Greenwich Wealth Management LLC
N/A—31,884-31,884-100%$1.7M———
MAI Capital Management
N/A—31,603-31,603-100%$1.7M———
Voya Financial Advisors, Inc.
N/A—31,519-31,519-100%$1.7M———
Prosperity Consulting Group, LLC
N/A—31,262-31,262-100%$1.6M———
Trustmark Bank Trust Department
N/A—29,777-29,777-100%$1.6M———
Syon Capital LLC
N/A—29,588-29,588-100%$1.6M———
Cantor Fitzgerald, L. P.
N/A—28,832-28,832-100%$1.5M———
Denali Advisors LLC
N/A—28,680-28,680-100%$1.5M———
Choate Investment Advisors
N/A—27,594-27,594-100%$1.4M———
Auxier Asset Management LLC
N/A—27,181-27,181-100%$1.4M———
Caprock Group, LLC
N/A—27,159-27,159-100%$1.4M———
Private Advisor Group, LLC
N/A—26,693-26,693-100%$1.4M———
Anchor Investment Management, LLC
N/A—26,340-26,340-100%$1.4M———
Emerald Investment Advisers, LLC
N/A—25,777-25,777-100%$1.4M———
Flow Traders U.S. LLC
N/A—25,703-25,703-100%$1.3M———
AE Wealth Management LLC
N/A—25,384-25,384-100%$1.3M———
Cresset Asset Management, LLC
N/A—24,149-24,149-100%$1.3M———
Horizon Kinetics Asset Management LLC
N/A—24,046-24,046-100%$1.3M———
Qtron Investments LLC
N/A—23,713-23,713-100%$1.2M———
Marshall Wace, LLP
N/A—23,174-23,174-100%$1.2M———
Dearborn Partners LLC
N/A—23,142-23,142-100%$1.2M———
Aspen Grove Capital, LLC
N/A—23,082-23,082-100%$1.2M———
Lafayette Investments, Inc.
N/A—23,060-23,060-100%$1.2M———
Blair William & Co
N/A—22,756-22,756-100%$1.2M———
Clearbridge Investments, LLC
N/A—22,625-22,625-100%$1.2M———
Ballentine Partners, LLC
N/A—22,415-22,415-100%$1.2M———
LOM Asset Management Ltd
N/A—22,268-22,268-100%$1.2M———
Summit Trail Advisors, LLC
N/A—21,754-21,754-100%$1.1M———
Horizon Investments, LLC
N/A—21,715-21,715-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—21,322-21,322-100%$1.1M———
Buckley Wealth Management, LLC
N/A—21,069-21,069-100%$1.1M———
Mutual Advisors, LLC
N/A—20,887-20,887-100%$1.1M———
VeraBank, N.A.
N/A—20,501-20,501-100%$1.1M———
Smartleaf Asset Management LLC
N/A—20,367-20,367-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—20,274-20,274-100%$1.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—20,032-20,032-100%$1.1M———
AdvisorShares Investments LLC
N/A—19,994-19,994-100%$1.0M———
Envestnet Portfolio Solutions, Inc.
N/A—18,135-18,135-100%$950.7K———
Bayesian Capital Management, LP
N/A—18,100-18,100-100%$948.8K———
IHT Wealth Management, LLC
N/A—17,974-17,974-100%$942.2K———
Hills Bank & Trust Co
N/A—17,496-17,496-100%$917.1K———
Peapack Gladstone Financial Corp
N/A—17,105-17,105-100%$897.0K———
Hudson Portfolio Management LLC
N/A—16,964-16,964-100%$889.3K———
Fiduciary Trust Co
N/A—16,917-16,917-100%$886.8K———
IFG Advisory, LLC
N/A—16,758-16,758-100%$878.5K———
Ellevest, Inc.
N/A—16,672-16,672-100%$871.9K———
Jain Global LLC
N/A—16,545-16,545-100%$867.3K———
Ingalls & Snyder LLC
N/A—16,295-16,295-100%$854.0K———
Anchor Bay Capital, Inc.
N/A—16,193-16,193-100%$844.6K———
Optiver Holding B.V.
N/A—15,941-15,941-100%$835.6K———
Summit Financial, LLC
N/A—15,858-15,858-100%$838.5K———
F/m Investments LLC
N/A—15,772-15,772-100%$826.8K———
Kingsview Wealth Management, LLC
N/A—15,451-15,451-100%$809.9K———
Rhumbline Advisers
N/A—15,359-15,359-100%$805.1K———
Nwam LLC
N/A—15,159-15,159-100%$794.7K———
Independent Advisor Alliance
N/A—14,927-14,927-100%$782.5K———
Bessemer Group Inc
N/A—14,855-14,855-100%$779.0K———
Foundations Investment Advisors, LLC
N/A—14,053-14,053-100%$736.7K———
WCG Wealth Advisors LLC
N/A—14,008-14,008-100%$734.3K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—13,819-13,819-100%$724.4K———
Monetary Management Group Inc
N/A—13,660-13,660-100%$716.1K———
Stratos Wealth Partners, Ltd.
N/A—13,486-13,486-100%$707.0K———
Chesapeake Capital Corp
N/A—13,352-13,352-100%$699.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—13,345-13,345-100%$699.6K———
Rothschild Investment LLC
N/A—13,146-13,146-100%$689.1K———
Ameritas Advisory Services, LLC
N/A—12,918-12,918-100%$677.2K———
Heritage Trust Co
N/A—12,641-12,641-100%$662.6K———
Wealthspire Advisors, LLC
N/A—12,426-12,426-100%$651.4K———
Dynasty Wealth Management, LLC
N/A—12,407-12,407-100%$650.4K———
Huber Capital Management LLC
N/A—12,398-12,398-100%$649.9K———
Pine Valley Investments Ltd Liability Co
N/A—12,349-12,349-100%$648.8K———
Aptus Capital Advisors, LLC
N/A—12,300-12,300-100%$644.8K———
World Investment Advisors
N/A—12,171-12,171-100%$667.6K———
Drucker Wealth 3.0, LLC
N/A—12,059-12,059-100%$632.1K———
GeoWealth Management, LLC
N/A—11,920-11,920-100%$624.9K———
Johnson Investment Counsel Inc
N/A—11,753-11,753-100%$616.1K———
Checchi Capital Advisers, LLC
N/A—11,715-11,715-100%$614.1K———
PCM Encore, LLC
N/A—11,500-11,500-100%$602.8K———
Winton Group Ltd
N/A—11,500-11,500-100%$602.8K———
Bradley Foster & Sargent Inc
N/A—11,427-11,427-100%$599.0K———
EP Wealth Advisors, LLC
N/A—11,304-11,304-100%$592.5K———
Commerce Bank
N/A—11,225-11,225-100%$588.4K———
Dorsey & Whitney Trust Co LLC
N/A—10,789-10,789-100%$565.6K———
Pure Financial Advisors, LLC
N/A—10,662-10,662-100%$558.9K———
Tripletail Wealth Management, LLC
N/A—10,497-10,497-100%$563.3K———
Sivia Capital Partners, LLC
N/A—10,340-10,340-100%$542.0K———
PFG Investments, LLC
N/A—10,181-10,181-100%$533.7K———
Frec Markets, Inc.
N/A—10,150-10,150-100%$532.1K———
P.A.W. Capital Corp
N/A—10,100-10,100-100%$529.4K———
Tranquilli Financial Advisor LLC
N/A—9,755-9,755-100%$511.4K———
BSW Wealth Partners
N/A—9,689-9,689-100%$507.9K———
Chelsea Counsel Co
N/A—9,360-9,360-100%$494.8K———
Alan B Lancz & Associates, Inc.
N/A—8,750-8,750-100%$458.7K———
Gladstone Institutional Advisory LLC
N/A—8,719-8,719-100%$457.1K———
Flputnam Investment Management Co
N/A—8,324-8,324-100%$436.3K———
Alliancebernstein L.P.
N/A—8,302-8,302-100%$458.2K———
Venturi Wealth Management, LLC
N/A—8,279-8,279-100%$434.0K———
Donaldson Capital Management, LLC
N/A—8,278-8,278-100%$433.9K———
Regal Investment Advisors LLC
N/A—8,218-8,218-100%$430.8K———
North Star Asset Management Inc
N/A—8,108-8,108-100%$425.0K———
Sittner & Nelson, LLC
N/A—8,088-8,088-100%$424.0K———
CreativeOne Wealth, LLC
N/A—8,057-8,057-100%$422.3K———
CVA Family Office, LLC
N/A—8,000-8,000-100%$419.4K———
Lionhunter Capital Management, LLC
N/A—7,932-7,932-100%$415.8K———
Cetera Trust Company, N.a
N/A—7,905-7,905-100%$414.4K———
Focus Partners Advisor Solutions, LLC
N/A—7,840-7,840-100%$411.0K———
Keystone Financial Group
N/A—7,781-7,781-100%$407.9K———
JMN Financial LLC
N/A—7,697-7,697-100%$407.1K———
Essex Financial Services, Inc.
N/A—7,696-7,696-100%$403.4K———
Aegis Wealth Management LLC
N/A—7,684-7,684-100%$402.8K———
Coldstream Capital Management Inc
N/A—7,269-7,269-100%$381.0K———
McMillan Office, Inc.
N/A—7,241-7,241-100%$379.6K———
Causeway Capital Management LLC
N/A—7,163-7,163-100%$375.5K———
Hilltop Holdings Inc.
N/A—7,144-7,144-100%$374.5K———
Snowden Capital Advisors LLC
N/A—7,049-7,049-100%$371.9K———
Panagora Asset Management Inc
N/A—6,955-6,955-100%$364.6K———
OneAscent Financial Services LLC
N/A—6,814-6,814-100%$357.2K———
Canal Capital Management, LLC
N/A—6,800-6,800-100%$356.5K———
Gabelli Funds LLC
N/A—6,760-6,760-100%$354.4K———
Proactive Wealth Strategies LLC
N/A—6,742-6,742-100%$353.4K———
Viawealth, LLC
N/A—6,738-6,738-100%$353.2K———
Nomura Holdings Inc
N/A—6,706-6,706-100%$351.5K———
EntryPoint Capital, LLC
N/A—6,632-6,632-100%$347.6K———
Hexagon Capital Partners LLC
N/A—6,529-6,529-100%$342.3K———
Bridgefront Capital, LLC
N/A—6,458-6,458-100%$338.5K———
Rexford Capital Inc
N/A—6,376-6,376-100%$334.2K———
Composition Wealth, LLC
N/A—6,320-6,320-100%$331.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,307-6,307-100%$330.6K———
Advyzon Investment Management, LLC
N/A—6,251-6,251-100%$327.7K———
FLC Capital Advisors
N/A—6,228-6,228-100%$326.5K———
Great Valley Advisor Group, Inc.
N/A—6,223-6,223-100%$326.4K———
Atalanta Sosnoff Capital, LLC
N/A—6,144-6,144-100%$322.1K———
Savvy Advisors, Inc.
N/A—6,137-6,137-100%$321.7K———
Kovack Advisors, Inc.
N/A—6,135-6,135-100%$317.4K———
Cary Street Partners Financial LLC
N/A—6,008-6,008-100%$314.9K———
Susquehanna International Group, LLP
N/A—5,991-5,991-100%$314.0K———
CIBC Bancorp USA Inc.
N/A—5,897-5,897-100%$309.1K———
Harbour Investments, Inc.
N/A—5,809-5,809-100%$304.5K———
West Family Investments, Inc.
N/A—5,776-5,776-100%$302.8K———
Brown Brothers Harriman & Co
N/A—5,751-5,751-100%$301.5K———
Benjamin Edwards Inc
N/A—5,670-5,670-100%$297.2K———
Bridgewater Advisors Inc.
N/A—5,630-5,630-100%$290.0K———
Empirical Asset Management, LLC
N/A—5,455-5,455-100%$285.9K———
Iron Gate Global Advisors LLC
N/A—5,429-5,429-100%$284.6K———
Calton & Associates, Inc.
N/A—5,418-5,418-100%$284.0K———
Founders Financial Alliance, LLC
N/A—5,327-5,327-100%$279.2K———
Bruce G. Allen Investments, LLC
N/A—5,323-5,323-100%$279.0K———
Horizon Bancorp Inc
N/A—5,319-5,319-100%$279.0K———
Stock Yards Bank & Trust Co
N/A—5,159-5,159-100%$270.4K———
Northstar Financial Companies, Inc.
N/A—5,151-5,151-100%$270.0K———
National Philanthropic Trust
N/A—5,112-5,112-100%$268.0K———
DLD Asset Management, LP
N/A—5,000-5,000-100%$262.1K———
Continuum Advisory, LLC
N/A—5,000-5,000-100%$262.1K———
Gateway Wealth Partners, LLC
N/A—4,999-4,999-100%$262.0K———
FSB Premier Wealth Management, Inc.
N/A—4,909-4,909-100%$257.3K———
Perennial Investment Advisors, LLC
N/A—4,888-4,888-100%$256.2K———
Invesco Ltd.
N/A—4,858-4,858-100%$254.6K———
Mitchell Mcleod Pugh & Williams Inc
N/A—4,805-4,805-100%$251.9K———
Whetstone Capital Advisors, LLC
N/A—4,760-4,760-100%$249.5K———
Xcelsior Advisor Partners LLC
N/A—4,669-4,669-100%$244.7K———
Meeder Advisory Services, Inc.
N/A—4,649-4,649-100%$243.7K———
Aviso Financial Inc.
N/A—4,604-4,604-100%$241.3K———
Rathbones Group PLC
N/A—4,580-4,580-100%$240.1K———
Glen Eagle Advisors, LLC
N/A—4,548-4,548-100%$238.4K———
Atlantic Union Bankshares Corp
N/A—4,512-4,512-100%$236.5K———
Van Diest Capital, LLC
N/A—4,472-4,472-100%$234.4K———
HM Payson & Co
N/A—4,374-4,374-100%$229.3K———
Koss-Olinger Consulting, LLC
N/A—4,370-4,370-100%$229.1K———
Mayflower Financial Advisors, LLC
N/A—4,342-4,342-100%$227.6K———
Modern Wealth Management, LLC
N/A—4,322-4,322-100%$226.6K———
Hurricane Capital Advisors LLC
N/A—4,300-4,300-100%$225.4K———
Intrust Bank NA
N/A—4,292-4,292-100%$225.0K———
Atlas Capital Advisors Inc.
N/A—4,235-4,235-100%$222.0K———
Dakota Wealth Management
N/A—4,219-4,219-100%$221.2K———
Ausdal Financial Partners, Inc.
N/A—4,197-4,197-100%$220.0K———
Red Door Wealth Management, LLC
N/A—4,193-4,193-100%$219.8K———
Voya Investment Management LLC
N/A—4,180-4,180-100%$219.1K———
SG Americas Securities, LLC
N/A—4,154-4,154-100%$218.0K———
OneDigital Investment Advisors LLC
N/A—4,137-4,137-100%$216.9K———
Wealth Management Associates, Inc.
N/A—4,132-4,132-100%$216.6K———
Transamerica Financial Advisors, LLC
N/A—4,132-4,132-100%$218.5K———
Ducere Wealth Management LLC
N/A—4,065-4,065-100%$213.1K———
Optas, LLC
N/A—4,032-4,032-100%$211.4K———
Silver OAK Securities, Incorporated
N/A—4,029-4,029-100%$211.2K———
Guggenheim Capital LLC
N/A—4,019-4,019-100%$210.7K———
Calydon Capital
N/A—3,996-3,996-100%$209.5K———
First Manhattan Co. Llc.
N/A—3,941-3,941-100%$208.4K———
Samara Investment Management, LLC
N/A—3,920-3,920-100%$205.5K———
Rodgers Brothers Inc.
N/A—3,878-3,878-100%$203.3K———
Vantus Wealth LLC
N/A—3,819-3,819-100%$200.2K———
Walleye Trading LLC
N/A—3,522-3,522-100%$184.6K———
Caldwell Sutter Capital, Inc.
N/A—3,497-3,497-100%$183.3K———
Quent Capital, LLC
N/A—3,314-3,314-100%$173.7K———
Tradewinds, Llc.
N/A—2,957-2,957-100%$389.8K———
Geneos Wealth Management Inc.
N/A—2,721-2,721-100%$142.6K———
Tiaa Wealth Investment Management LLC
N/A—2,697-2,697-100%$141.4K———
Graney & King, LLC
N/A—2,485-2,485-100%$130.3K———
Centaurus Financial, Inc.
N/A—2,475-2,475-100%$130.0K———
ESL Trust Services, LLC
N/A—2,323-2,323-100%$121.8K———
Bogart Wealth, LLC
N/A—2,247-2,247-100%$117.8K———
Park Place Capital Corp
N/A—2,185-2,185-100%$114.5K———
Delta Asset Management LLC
N/A—2,138-2,138-100%$112.1K———
Corient IA LP
N/A—1,980-1,980-100%$103.8K———
Cary Street Partners Investment Advisory LLC
N/A—1,887-1,887-100%$98.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,845-1,845-100%$96.7K———
EFG International AG
N/A—1,844-1,844-100%$96.7K———
BOK Financial Private Wealth, Inc.
N/A—1,786-1,786-100%$94.4K———
GW&K Investment Management, LLC
N/A—1,762-1,762-100%$92.0K———
Smithfield Trust Co
N/A—1,709-1,709-100%$74.0K———
SHP Wealth Management
N/A—1,673-1,673-100%$87.7K———
Truvestments Capital LLC
N/A—1,481-1,481-100%$77.6K———
Dunhill Financial, LLC
N/A—1,449-1,449-100%$76.0K———
Vision Retirement, LLC
N/A—1,445-1,445-100%$75.8K———
Estabrook Capital Management
N/A—1,443-1,443-100%$75.6K———
WealthCollab, LLC
N/A—1,415-1,415-100%$74.2K———
Ancora Advisors LLCA
N/A—1,362-1,362-100%$71.4K———
Private Wealth Asset Management, LLC
N/A—1,336-1,336-100%$70.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,332-1,332-100%$70.4K———
Philadelphia Investment Partners, LLC
N/A—1,330-1,330-100%$69.7K———
ST Germain D J Co Inc
N/A—1,329-1,329-100%$69.7K———
LRI Investments, LLC
N/A—1,216-1,216-100%$63.7K———
Johnson Financial Group, Inc.
N/A—1,182-1,182-100%$62.5K———
Colonial Trust Advisors
N/A—1,155-1,155-100%$60.5K———
HHM Wealth Advisors, LLC
N/A—1,152-1,152-100%$60.4K———
Basecamp Wealth Advisors LLC
N/A—1,064-1,064-100%$55.8K———
1248 Management, LLC
N/A—1,053-1,053-100%$55.7K———
Providence Capital Advisors, LLC
N/A—1,033-1,033-100%$54.2K———
Colonial Trust Co / SC
N/A—1,000-1,000-100%$52.4K———
FIL Ltd
N/A—888-888-100%$46.5K———
Accent Capital Management, LLC
N/A—781-781-100%$41.3K———
Crews Bank & Trust
N/A—740-740-100%$38.8K———
CNB Bank
N/A—728-728-100%$38.2K———
Security National Bank of SO DAK
N/A—728-728-100%$38.2K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—716-716-100%$37.5K———
Wellington-Altus USA Inc.
N/A—688-688-100%$38.0K———
Roble, Belko & Company, Inc
N/A—685-685-100%$36.0K———
VSM Wealth Advisory, LLC
N/A—640-640-100%$33.5K———
Rialto Wealth Management, LLC
N/A—613-613-100%$32.1K———
Minot DeBlois Advisors LLC
N/A—600-600-100%$31.5K———
Vanguard National Trust Co
N/A—590-590-100%$30.9K———
Millstone Evans Group, LLC
N/A—487-487-100%$25.5K———
Bellevue Asset Management, LLC
N/A—482-482-100%$25.3K———
Kilter Group LLC
N/A—480-480-100%$25.2K———
Proffitt & Goodson Inc
N/A—475-475-100%$24.9K———
CoreFirst Bank & Trust
N/A—472-472-100%$24.7K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—433-433-100%$22.7K———
Darwin Wealth Management, LLC
N/A—432-432-100%$22.6K———
Turim 21 Investimentos Ltda.
N/A—404-404-100%$21.2K———
Aberdeen Wealth Management LLC
N/A—400-400-100%$21.0K———
Fiduciary Financial Advisors
N/A—375-375-100%$19.6K———
Medallion Wealth Advisors, LLC
N/A—368-368-100%$19.3K———
Alerus Financial NA
N/A—364-364-100%$19.1K———
PlanVest Financial, Inc
N/A—340-340-100%$17.8K———
NCP Inc.
N/A—320-320-100%$16.8K———
Broadwater Capital Management LLC
N/A—300-300-100%$15.7K———
Webster Bank, N. A.
N/A—278-278-100%$14.6K———
Steigerwald, Gordon & Koch Inc.
N/A—269-269-100%$14.1K———
Crewe Advisors LLC
N/A—264-264-100%$13.8K———
Chesapeake Asset Management LLC
N/A—248-248-100%$13.0K———
Cornerstone Financial Management LLC
N/A—243-243-100%$12.7K———
Front Row Advisors LLC
N/A—221-221-100%$11.2K———
Raffa Wealth Management, LLC
N/A—210-210-100%$11.0K———
Altrinsic Global Advisors LLC
N/A—204-204-100%$10.7K———
SOA Wealth Advisors, Llc.
N/A—202-202-100%$10.6K———
Parvin Asset Management, LLC
N/A—200-200-100%$10.5K———
MidFirst Bank
N/A—184-184-100%$9.6K———
IMA Advisory Services, Inc.
N/A—183-183-100%$9.6K———
Ameriflex Group, Inc.
N/A—178-178-100%$9.3K———
Oakmont Advisory Group, LLC
N/A—164-164-100%$8.6K———
Centennial Bank
N/A—164-164-100%$8.6K———
Lavaca Capital LLC
N/A—154-154-100%$8.1K———
Motco
N/A—154-154-100%$8.1K———
Godfrey Financial Associates, Inc.
N/A—152-152-100%$8.0K———
Strategic Wealth Partners, Ltd.
N/A—150-150-100%$7.9K———
Nova Wealth Management, Inc.
N/A—130-130-100%$6.8K———
Synergy Investment Management, LLC
N/A—122-122-100%$6.5K———
Hollencrest Capital Management
N/A—117-117-100%$6.1K———
SouthState Bank Corp
N/A—100-100-100%$5.2K———
Corsicana & Co.
N/A—100-100-100%$5.2K———
Nalls Sherbakoff Group, LLC
N/A—90-90-100%$4.7K———
Morse Asset Management, Inc
N/A—90-90-100%$4.7K———
Swan Capital LLC
N/A—89-89-100%$4.7K———
Walsh & Associates, LLC
N/A—80-80-100%$4.2K———
TD Capital Management LLC
N/A—80-80-100%$4.2K———
Prestige Wealth Management Group LLC
N/A—80-80-100%$4.2K———
Meramec Financial Planners, LLC
N/A—80-80-100%$4.2K———
Security National Bank of Sioux City Iowa
N/A—80-80-100%$4.2K———
1 North Wealth Services LLC
N/A—80-80-100%$4.2K———
JPL Wealth Management, LLC
N/A—70-70-100%$3.7K———
Dogwood Wealth Management LLC
N/A—61-61-100%$3.2K———
Aventura Private Wealth, LLC
N/A—59-59-100%$3.1K———
JDM Financial Group LLC
N/A—52-52-100%$2.7K———
Allied Private Wealth LLC
N/A—49-49-100%$2.6K———
Strategic Investment Solutions, Inc.
N/A—47-47-100%$2.5K———
Highland Investment Advisors LLC
N/A—35-35-100%$1.8K———
PIN OAK Investment Advisors Inc
N/A—33-33-100%$2———
Westfuller Advisors, LLC
N/A—28-28-100%$1.5K———
Keating Financial Advisory Services, Inc.
N/A—24-24-100%$1.3K———
Ross\johnson & Associates LLC
N/A—24-24-100%$1.3K———
Marshall Investment Management, LLC
N/A—16-16-100%$839———
Cordant, Inc.
N/A—15-15-100%$784———
Danske Bank A/S
N/A—11-11-100%$577———
Showing 1095 of 1095 institutions