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Goldman Sachs Group Inc (GS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares7,081,969 from 6,964,113
Change+117,856 (+2%)
Value$6.4B (-$667.0M)
Filed 2026-11-06
Geode Capital Management, LLC
INCREASED
Shares6,967,354 from 6,948,585
Change+18,769 (+0%)
Value$6.2B (-$769.6M)
Filed 2026-11-06
Amundi
INCREASED
Shares2,194,876 from 1,575,275
Change+619,601 (+39%)
Value$2.0B (+$383.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares1,862,962 from 1,872,835
Change-9,873 (-1%)
Value$1.7B (-$216.6M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares1,789,340 from 2,531,247
Change-741,907 (-29%)
Value$1.6B (-$949.0M)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares1,606,509 from 1,444,543
Change+161,966 (+11%)
Value$1.4B (-$14.5M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares1,187,933 from 1,051,430
Change+136,503 (+13%)
Value$1.1B (+$6.2M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,007,937 from 963,426
Change+44,511 (+5%)
Value$907.5M (-$66.9M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares896,699 from 882,737
Change+13,962 (+2%)
Value$807.4M (-$85.4M)
Filed 2026-10-29
Deutsche Bank Ag\
INCREASED
Shares817,433 from 782,733
Change+34,700 (+4%)
Value$736.0M (-$55.6M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares526,236 from 525,905
Change+331 (+0%)
Value$473.8M (-$58.1M)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares370,300 from 371,142
Change-842 (0%)
Value$333.4M (-$42.0M)
Filed 2026-11-02
Swedbank AB
INCREASED
Shares367,224 from 356,052
Change+11,172 (+3%)
Value$330.6M (-$29.5M)
Filed 2026-10-27
Markel Group Inc.
UNCHANGED
Shares359,360 from 359,360
Change0 (0%)
Value$323.6M (-$39.9M)
Filed 2026-10-30
MKP Capital Management, L.L.C.
INCREASED
Shares323,000 from 117,000
Change+206,000 (+176%)
Value$290.8M (+$172.5M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares306,687 from 341,329
Change-34,642 (-10%)
Value$276.1M (-$69.1M)
Filed 2026-11-02
LSV Asset Management
DECREASED
Shares288,887 from 316,773
Change-27,886 (-9%)
Value$260.1M (-$60.3M)
Filed 2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares288,178 from 287,819
Change+359 (+0%)
Value$259.5M (-$31.6M)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares276,021 from 294,697
Change-18,676 (-6%)
Value$248.5M (-$49.5M)
Filed 2026-11-05
Aberdeen Group plc
DECREASED
Shares267,709 from 284,217
Change-16,508 (-6%)
Value$241.0M (-$46.4M)
Filed 2026-11-06
Asset Management One Co., Ltd.
DECREASED
Shares236,896 from 241,898
Change-5,002 (-2%)
Value$213.3M (-$31.4M)
Filed 2026-10-27
DekaBank Deutsche Girozentrale
INCREASED
Shares234,336 from 148,822
Change+85,514 (+57%)
Value$214.3K (+$88.9K)
Filed 2026-10-27
Pictet Asset Management Holding SA
INCREASED
Shares218,239 from 196,730
Change+21,509 (+11%)
Value$196.5M (-$2.5M)
Filed 2026-11-03
KBC Group NV
DECREASED
Shares215,736 from 310,391
Change-94,655 (-30%)
Value$194.2M (-$119.7M)
Filed 2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED
Shares213,382 from 205,458
Change+7,924 (+4%)
Value$192.1M (-$15.7M)
Filed 2026-10-20
New York State Teachers Retirement System
DECREASED
Shares211,861 from 226,081
Change-14,220 (-6%)
Value$190.8M (-$37.9M)
Filed 2026-10-22
Russell Investments Group, Ltd.
INCREASED
Shares210,719 from 201,559
Change+9,160 (+5%)
Value$190.3M (-$13.9M)
Filed 2026-11-06
Cacti Asset Management LLC
DECREASED
Shares204,728 from 205,696
Change-968 (0%)
Value$187.6M (-$20.5M)
Filed 2026-10-01
Focused Investors LLC
DECREASED
Shares204,700 from 244,000
Change-39,300 (-16%)
Value$184.3M (-$62.5M)
Filed 2026-10-30
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares184,767 from 194,037
Change-9,270 (-5%)
Value$166.4M (-$29.9M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares176,155 from 177,133
Change-978 (-1%)
Value$158.6M (-$20.5M)
Filed 2026-11-06
Great Lakes Advisors, LLC
DECREASED
Shares175,874 from 176,704
Change-830 (0%)
Value$158.4M (-$20.4M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares168,977 from 172,070
Change-3,093 (-2%)
Value$152.1M (-$21.9M)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares165,076 from 167,648
Change-2,572 (-2%)
Value$148.6M (-$20.9M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares160,988 from 149,075
Change+11,913 (+8%)
Value$144.9M (-$5.8M)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares154,758 from 158,764
Change-4,006 (-3%)
Value$139.3M (-$21.2M)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares154,413 from 156,956
Change-2,543 (-2%)
Value$139.0M (-$19.7M)
Filed 2026-10-30
Evergreen Capital Management LLC
DECREASED
Shares150,184 from 150,189
Change-5 (0%)
Value$135.2M (-$16.7M)
Filed 2026-10-23
Calamos Advisors LLC
DECREASED
Shares149,509 from 165,711
Change-16,202 (-10%)
Value$134.6M (-$33.0M)
Filed 2026-11-02
Retirement Systems of Alabama
DECREASED
Shares149,406 from 150,321
Change-915 (-1%)
Value$134.5M (-$17.5M)
Filed 2026-11-04
Nykredit A/S
INCREASED
Shares146,772 from 139,970
Change+6,802 (+5%)
Value$132.1M (-$9.4M)
Filed 2026-11-06
Congress Asset Management Co
DECREASED
Shares140,701 from 182,093
Change-41,392 (-23%)
Value$126.7M (-$57.5M)
Filed 2026-10-06
Daiwa Securities Group Inc.
INCREASED
Shares139,224 from 131,510
Change+7,714 (+6%)
Value$125.4M (-$7.7M)
Filed 2026-10-29
Cardano Risk Management B.V.
INCREASED
Shares138,332 from 111,237
Change+27,095 (+24%)
Value$124.5M (+$124.4M)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares129,945 from 93,640
Change+36,305 (+39%)
Value$116.5M (+$21.0M)
Filed 2026-11-04
King Luther Capital Management Corp
DECREASED
Shares129,190 from 129,697
Change-507 (0%)
Value$116.3M (-$14.9M)
Filed 2026-11-05
AMF Tjanstepension AB
DECREASED
Shares127,168 from 128,848
Change-1,680 (-1%)
Value$114.5M (-$15.8M)
Filed 2026-10-22
TD Waterhouse Canada Inc.
DECREASED
Shares122,908 from 146,204
Change-23,296 (-16%)
Value$110.2M (-$38.9M)
Filed 2026-10-16
Strs Ohio
DECREASED
Shares122,445 from 131,789
Change-9,344 (-7%)
Value$110.2M (-$23.0M)
Filed 2026-10-30
OFI Invest Asset Management
INCREASED
Shares119,900 from 45,899
Change+74,001 (+161%)
Value$95.1M (+$54.4M)
Filed 2026-11-06
Barr E S & Co
DECREASED
Shares115,707 from 122,798
Change-7,091 (-6%)
Value$104.2M (-$20.0M)
Filed 2026-11-06
Union Bancaire Privee, UBP SA
DECREASED
Shares113,125 from 125,190
Change-12,065 (-10%)
Value$94.9M (-$21.8M)
Filed 2026-11-04
BSN Capital Partners Ltd
DECREASED
Shares102,499 from 202,017
Change-99,518 (-49%)
Value$100.5M (-$117.7M)
Filed 2026-10-23
Glenview Trust Co
INCREASED
Shares101,186 from 100,054
Change+1,132 (+1%)
Value$91.1M (-$10.1M)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares99,297 from 85,782
Change+13,515 (+16%)
Value$89.4M (+$2.6M)
Filed 2026-11-03
Natixis
INCREASED
Shares99,293 from 35,968
Change+63,325 (+176%)
Value$89.4M (+$53.0M)
Filed 2026-11-06
American Assets Investment Management, LLC
UNCHANGED
Shares99,000 from 99,000
Change0 (0%)
Value$49.5M (-$6.0M)
Filed 2026-10-30
Artemis Investment Management LLP
INCREASED
Shares98,708 from 95,628
Change+3,080 (+3%)
Value$88.9M (-$7.8M)
Filed 2026-10-08
Lido Advisors, LLC
INCREASED
Shares95,983 from 93,494
Change+2,489 (+3%)
Value$86.4M (-$8.1M)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
DECREASED
Shares95,427 from 95,646
Change-219 (0%)
Value$85.9M (-$10.8M)
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares94,367 from 83,204
Change+11,163 (+13%)
Value$85.0M (+$814.2K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares93,202 from 84,239
Change+8,963 (+11%)
Value$43.8M (+$223.1K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares87,803 from 83,696
Change+4,107 (+5%)
Value$79.1M (-$5.6M)
Filed 2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED
Shares87,249 from 85,949
Change+1,300 (+2%)
Value$78.6K (-$86.8M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares86,806 from 89,299
Change-2,493 (-3%)
Value$78.2M (-$12.2M)
Filed 2026-11-02
J. L. Bainbridge & Co., Inc.
INCREASED
Shares84,045 from 83,591
Change+454 (+1%)
Value$75.7M (-$8.9M)
Filed 2026-10-20
Czech National Bank
DECREASED
Shares83,660 from 83,970
Change-310 (0%)
Value$75.3M (-$9.6M)
Filed 2026-10-13
Regions Financial Corp
DECREASED
Shares82,702 from 83,319
Change-617 (-1%)
Value$74.5M (-$9.8M)
Filed 2026-11-05
Arizona State Retirement System
INCREASED
Shares82,473 from 81,855
Change+618 (+1%)
Value$74.3M (-$8.5M)
Filed 2026-11-03
CIBC Asset Management Inc
DECREASED
Shares80,788 from 81,443
Change-655 (-1%)
Value$72.7M (-$9.7M)
Filed 2026-11-05
Swiss Life Asset Management Ltd
INCREASED
Shares78,239 from 70,666
Change+7,573 (+11%)
Value$70.4M (-$1.0M)
Filed 2026-11-03
Vaughan David Investments LLC
DECREASED
Shares77,845 from 78,701
Change-856 (-1%)
Value$70.1M (-$9.5M)
Filed 2026-11-05
UniSuper Management Pty Ltd
DECREASED
Shares75,725 from 79,705
Change-3,980 (-5%)
Value$68.2M (-$12.4M)
Filed 2026-10-26
Achmea Investment Management B.V.
INCREASED
Shares74,657 from 59,943
Change+14,714 (+25%)
Value$67.3M (+$6.6M)
Filed 2026-10-30
State of Michigan Retirement System
DECREASED
Shares73,167 from 75,567
Change-2,400 (-3%)
Value$65.9M (-$10.5M)
Filed 2026-10-27
SEB Asset Management AB
INCREASED
Shares73,069 from 72,059
Change+1,010 (+1%)
Value$65.8M (-$7.1M)
Filed 2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares72,562 from 76,205
Change-3,643 (-5%)
Value$65.3M (-$11.7M)
Filed 2026-10-15
IFM Investors Pty Ltd
INCREASED
Shares69,837 from 67,415
Change+2,422 (+4%)
Value$62.9M (-$5.3M)
Filed 2026-10-14
Fort Washington Investment Advisors Inc
DECREASED
Shares69,653 from 74,770
Change-5,117 (-7%)
Value$62.7M (-$12.9M)
Filed 2026-10-15
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares69,322 from 67,320
Change+2,002 (+3%)
Value$62.4M (-$5.7M)
Filed 2026-10-19
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares64,330 from 65,159
Change-829 (-1%)
Value$57.9M (-$8.0M)
Filed 2026-11-03
Gradient Investments LLC
DECREASED
Shares63,712 from 70,680
Change-6,968 (-10%)
Value$57.4M (-$14.1M)
Filed 2026-10-08
Seizert Capital Partners, LLC
DECREASED
Shares61,961 from 65,492
Change-3,531 (-5%)
Value$55.8M (-$10.4M)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares61,941 from 59,103
Change+2,838 (+5%)
Value$55.8M (-$4.0M)
Filed 2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED
Shares60,683 from 61,162
Change-479 (-1%)
Value$54.6M (-$7.2M)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares58,888 from 57,430
Change+1,458 (+3%)
Value$53.0M (-$5.1M)
Filed 2026-10-28
Xponance LLC
INCREASED
Shares56,191 from 52,892
Change+3,299 (+6%)
Value$50.6M (-$2.9M)
Filed 2026-11-03
Neos Investment Management LLC
INCREASED
Shares55,158 from 48,387
Change+6,771 (+14%)
Value$49.7M (+$724.9K)
Filed 2026-11-04
Miller Howard Investments Inc
DECREASED
Shares52,804 from 53,517
Change-713 (-1%)
Value$47.5M (-$6.6M)
Filed 2026-10-26
Rakuten Investment Management, Inc.
INCREASED
Shares52,511 from 48,251
Change+4,260 (+9%)
Value$48.1M (-$1.1M)
Filed 2026-10-30
Eurizon Capital SGR S.p.A.
DECREASED
Shares51,977 from 52,549
Change-572 (-1%)
Value$46.9M (-$6.4M)
Filed 2026-11-06
Heritage Investors Management Corp
DECREASED
Shares51,359 from 53,221
Change-1,862 (-3%)
Value$46.2M (-$7.6M)
Filed 2026-10-29
Talbot Financial, LLC
INCREASED
Shares48,808 from 47,837
Change+971 (+2%)
Value$43.9M (-$4.4M)
Filed 2026-10-19
Amalgamated Bank
DECREASED
Shares48,748 from 50,581
Change-1,833 (-4%)
Value$43.9M (-$7.3M)
Filed 2026-10-23
Citizens Financial Group Inc
INCREASED
Shares48,529 from 46,924
Change+1,605 (+3%)
Value$43.7M (-$3.8M)
Filed 2026-10-23
Franklin Street Advisors Inc
DECREASED
Shares48,182 from 49,031
Change-849 (-2%)
Value$43.4M (-$6.2M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares45,198 from 46,937
Change-1,739 (-4%)
Value$40.7M (-$6.8M)
Filed 2026-11-02
OP Asset Management Ltd
INCREASED
Shares44,909 from 33,516
Change+11,393 (+34%)
Value$40.4M (+$6.5M)
Filed 2026-11-05
Waycross Partners, LLC
DECREASED
Shares44,903 from 50,275
Change-5,372 (-11%)
Value$40.4M (-$10.4M)
Filed 2026-11-03
Triglav Investments, D.O.O.
INCREASED
Shares44,863 from 44,461
Change+402 (+1%)
Value$40.4M (-$4.6M)
Filed 2026-11-06
Vontobel Holding Ltd.
INCREASED
Shares44,052 from 43,962
Change+90 (+0%)
Value$39.7M (-$4.8M)
Filed 2026-10-16
Northeast Investment Management
DECREASED
Shares43,891 from 43,923
Change-32 (0%)
Value$39.5M (-$4.9M)
Filed 2026-10-30
Ethic Inc.
DECREASED
Shares43,819 from 51,488
Change-7,669 (-15%)
Value$39.5M (-$12.6M)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED
Shares43,525 from 42,867
Change+658 (+2%)
Value$38.4M (-$6.9M)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares42,994 from 37,840
Change+5,154 (+14%)
Value$38.7M (+$439.9K)
Filed 2026-10-30
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares42,936 from 43,656
Change-720 (-2%)
Value$38.7M (-$5.5M)
Filed 2026-10-21
Philadelphia Trust Co
DECREASED
Shares41,936 from 45,724
Change-3,788 (-8%)
Value$37.8M (-$8.5M)
Filed 2026-11-05
Braun Stacey Associates Inc
INCREASED
Shares41,734 from 37,956
Change+3,778 (+10%)
Value$37.6M (-$811.9K)
Filed 2026-10-19
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares41,000 from 46,310
Change-5,310 (-11%)
Value$36.9M (-$9.9M)
Filed 2026-10-29
New York Life Investment Management LLC
DECREASED
Shares40,496 from 41,091
Change-595 (-1%)
Value$36.5M (-$5.1M)
Filed 2026-11-04
Capital Investment Advisors, LLC
DECREASED
Shares40,268 from 40,805
Change-537 (-1%)
Value$36.3M (-$5.0M)
Filed 2026-10-22
Chilton Capital Management LLC
INCREASED
Shares39,250 from 39,168
Change+82 (+0%)
Value$35.3M (-$4.3M)
Filed 2026-10-28
First American Bank
DECREASED
Shares38,560 from 39,055
Change-495 (-1%)
Value$34.7M (-$4.8M)
Filed 2026-10-27
Busey Bank
DECREASED
Shares37,877 from 38,010
Change-133 (0%)
Value$34.1M (-$4.3M)
Filed 2026-10-26
Yarbrough Capital, LLC
UNCHANGED
Shares37,230 from 37,230
Change0 (0%)
Value$33.5M (-$4.1M)
Filed 2026-10-19
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares37,179 from 20,068
Change+17,111 (+85%)
Value$33.5M (+$13.2M)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares37,141 from 28,504
Change+8,637 (+30%)
Value$33.4M (+$4.6M)
Filed 2026-10-16
Assenagon Asset Management S.A.
INCREASED
Shares36,689 from 12,549
Change+24,140 (+192%)
Value$33.0M (+$20.3M)
Filed 2026-10-15
Pinnacle Associates LTD
DECREASED
Shares35,895 from 36,646
Change-751 (-2%)
Value$32.3M (-$4.7M)
Filed 2026-10-20
Oregon Public Employees Retirement Fund
DECREASED
Shares35,799 from 36,274
Change-475 (-1%)
Value$32.2M (-$4.5M)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares35,082 from 36,404
Change-1,322 (-4%)
Value$31.6M (-$5.2M)
Filed 2026-10-15
Private Wealth Partners, LLC
DECREASED
Shares34,722 from 34,925
Change-203 (-1%)
Value$31.3M (-$4.1M)
Filed 2026-10-22
Virginia Retirement Systems ET Al
DECREASED
Shares34,676 from 39,356
Change-4,680 (-12%)
Value$31.2M (-$8.6M)
Filed 2026-10-28
LEE Danner & Bass Inc
DECREASED
Shares34,362 from 34,795
Change-433 (-1%)
Value$30.9M (-$4.3M)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares33,854 from 33,571
Change+283 (+1%)
Value$30.5M (-$3.5M)
Filed 2026-10-23
Highland Capital Management, LLC
DECREASED
Shares33,384 from 36,043
Change-2,659 (-7%)
Value$30.1M (-$6.4M)
Filed 2026-10-26
Atwood & Palmer Inc
DECREASED
Shares33,230 from 33,444
Change-214 (-1%)
Value$29.9M (-$3.9M)
Filed 2026-10-08
Mutual of America Capital Management LLC
DECREASED
Shares33,197 from 33,858
Change-661 (-2%)
Value$29.9M (-$4.4M)
Filed 2026-10-23
Farmers & Merchants Investments Inc
INCREASED
Shares32,768 from 32,556
Change+212 (+1%)
Value$29.5M (-$3.4M)
Filed 2026-10-22
Wedge Capital Management L L P
INCREASED
Shares32,712 from 32,224
Change+488 (+2%)
Value$29.5M (-$3.1M)
Filed 2026-10-13
Generali Asset Management SPA SGR
INCREASED
Shares32,420 from 27,034
Change+5,386 (+20%)
Value$29.2M (+$1.8M)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares32,325 from 32,513
Change-188 (-1%)
Value$29.1M (-$3.8M)
Filed 2026-11-06
Daymark Wealth Partners, LLC
INCREASED
Shares31,861 from 31,236
Change+625 (+2%)
Value$28.7M (-$2.9M)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares31,764 from 32,190
Change-426 (-1%)
Value$28.6M (-$4.0M)
Filed 2026-10-22
Assetmark, Inc
DECREASED
Shares30,826 from 35,816
Change-4,990 (-14%)
Value$27.8M (-$8.5M)
Filed 2026-10-21
Wallington Asset Management, LLC
DECREASED
Shares28,923 from 29,063
Change-140 (0%)
Value$26.0M (-$3.4M)
Filed 2026-11-04
Adams Diversified Equity Fund, Inc.
DECREASED
Shares28,400 from 36,500
Change-8,100 (-22%)
Value$25.6M (-$11.3M)
Filed 2026-10-21
Lmcg Investments, LLC
DECREASED
Shares27,178 from 27,599
Change-421 (-2%)
Value$24.5M (-$3.4M)
Filed 2026-10-21
AIA Group Ltd
INCREASED
Shares26,697 from 23,117
Change+3,580 (+15%)
Value$24.0M (+$657.1K)
Filed 2026-10-30
Imc-Chicago, LLC
INCREASED
Shares26,518 from 2,300
Change+24,218 (+1053%)
Value$23.9M (+$21.5M)
Filed 2026-11-05
Florida Trust Wealth Management Co
INCREASED
Shares26,303 from 25,999
Change+304 (+1%)
Value$23.7M (-$2.6M)
Filed 2026-11-05
ABN Amro Investment Solutions
INCREASED
Shares26,214 from 20,524
Change+5,690 (+28%)
Value$23.6M (+$2.8M)
Filed 2026-10-21
Culbertson A N & Co Inc
DECREASED
Shares25,735 from 25,851
Change-116 (0%)
Value$23.2M (-$3.0M)
Filed 2026-10-21
Avanza Fonder AB
INCREASED
Shares25,692 from 23,876
Change+1,816 (+8%)
Value$23.1M (-$1.0M)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED
Shares25,460 from 25,727
Change-267 (-1%)
Value$22.9M (-$3.1M)
Filed 2026-10-23
Factory Mutual Insurance Co
DECREASED
Shares25,350 from 28,300
Change-2,950 (-10%)
Value$22.8M (-$5.8M)
Filed 2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares25,304 from 202
Change+25,102 (+12427%)
Value$22.8M (+$22.6M)
Filed 2026-10-30
Sterling Capital Management LLC
INCREASED
Shares24,901 from 18,969
Change+5,932 (+31%)
Value$22.4M (+$3.2M)
Filed 2026-10-22
ASR Vermogensbeheer N.V.
INCREASED
Shares24,807 from 20,029
Change+4,778 (+24%)
Value$22.3M (+$2.1M)
Filed 2026-10-16
Formuepleje A/S
DECREASED
Shares24,791 from 27,567
Change-2,776 (-10%)
Value$22.3M (-$5.6M)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares24,698 from 22,097
Change+2,601 (+12%)
Value$22.2M (-$111.2K)
Filed 2026-11-06
Eagle Global Advisors LLC
INCREASED
Shares24,381 from 16,082
Change+8,299 (+52%)
Value$22.0M (+$5.7M)
Filed 2026-11-02
Davidson Investment Advisors
DECREASED
Shares24,251 from 24,653
Change-402 (-2%)
Value$21.8M (-$3.1M)
Filed 2026-10-20
Cookson Peirce & Co Inc
DECREASED
Shares23,831 from 24,067
Change-236 (-1%)
Value$21.5M (-$2.9M)
Filed 2026-10-30
Montag A & Associates Inc
DECREASED
Shares23,770 from 23,847
Change-77 (0%)
Value$21.4M (-$2.7M)
Filed 2026-10-29
Anchor Capital Advisors LLC
DECREASED
Shares23,011 from 23,938
Change-927 (-4%)
Value$20.7M (-$3.5M)
Filed 2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED
Shares22,815 from 22,815
Change0 (0%)
Value$20.5M (-$2.5M)
Filed 2026-10-20
Atwater Malick LLC
DECREASED
Shares22,475 from 22,782
Change-307 (-1%)
Value$20.2M (-$2.8M)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares22,347 from 19,781
Change+2,566 (+13%)
Value$20.1M (+$113.9K)
Filed 2026-10-23
Segment Wealth Management, LLC
DECREASED
Shares22,131 from 22,204
Change-73 (0%)
Value$19.9M (-$2.5M)
Filed 2026-10-26
North Point Portfolio Managers Corp
DECREASED
Shares22,127 from 22,741
Change-614 (-3%)
Value$19.9M (-$3.1M)
Filed 2026-10-07
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares22,057 from 23,151
Change-1,094 (-5%)
Value$19.9M (-$3.6M)
Filed 2026-10-27
Motley Fool Asset Management LLC
DECREASED
Shares22,015 from 22,957
Change-942 (-4%)
Value$19.8M (-$3.4M)
Filed 2026-10-27
Cornerstone Advisors, LLC
UNCHANGED
Shares21,969 from 21,969
Change0 (0%)
Value$19.8M (-$2.4M)
Filed 2026-11-06
DSG Capital Advisors, LLC
DECREASED
Shares21,574 from 22,092
Change-518 (-2%)
Value$19.4M (-$5.8M)
Filed 2026-11-05
Adell Harriman & Carpenter Inc
INCREASED
Shares21,466 from 20,410
Change+1,056 (+5%)
Value$19.3M (-$1.3M)
Filed 2026-11-02
Baker Avenue Asset Management, LP
INCREASED
Shares21,445 from 20,853
Change+592 (+3%)
Value$19.3M (-$1.8M)
Filed 2026-11-06
Narwhal Capital Management
DECREASED
Shares21,430 from 24,939
Change-3,509 (-14%)
Value$19.3M (-$5.9M)
Filed 2026-11-04
Thompson Siegel & Walmsley LLC
DECREASED
Shares20,890 from 20,892
Change-2 (0%)
Value$18.8M (-$2.3M)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares20,854 from 20,424
Change+430 (+2%)
Value$18.8M (-$1.9M)
Filed 2026-11-04
Matrix Asset Advisors Inc
DECREASED
Shares20,804 from 22,185
Change-1,381 (-6%)
Value$18.7M (-$3.7M)
Filed 2026-10-13
KMG Fiduciary Partners, LLC
DECREASED
Shares20,430 from 21,041
Change-611 (-3%)
Value$18.4M (-$2.9M)
Filed 2026-10-14
Allied Investment Advisors, LLC
DECREASED
Shares20,312 from 20,549
Change-237 (-1%)
Value$18.3M (-$2.5M)
Filed 2026-10-13
Crossmark Global Holdings, Inc.
INCREASED
Shares20,228 from 15,056
Change+5,172 (+34%)
Value$18.2M (+$3.0M)
Filed 2026-10-21
Bokf, NA
INCREASED
Shares20,110 from 18,852
Change+1,258 (+7%)
Value$18.1M (-$960.1K)
Filed 2026-10-27
Childress Capital Advisors, LLC
DECREASED
Shares19,788 from 22,092
Change-2,304 (-10%)
Value$17.8M (-$4.5M)
Filed 2026-10-28
Capital Management Corp
DECREASED
Shares19,697 from 19,914
Change-217 (-1%)
Value$17.7M (-$2.4M)
Filed 2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares19,544 from 13,105
Change+6,439 (+49%)
Value$17.6M (+$4.4M)
Filed 2026-10-29
LBP AM SA
INCREASED
Shares19,186 from 3,442
Change+15,744 (+457%)
Value$17.3M (+$13.8M)
Filed 2026-11-06
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares18,807 from 21,668
Change-2,861 (-13%)
Value$16.9M (-$5.0M)
Filed 2026-10-30
WealthBridge Investment Counsel Inc.
DECREASED
Shares18,669 from 20,129
Change-1,460 (-7%)
Value$16.8M (+$16.8M)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares18,321 from 18,450
Change-129 (-1%)
Value$16.5M (-$2.2M)
Filed 2026-11-05
Washington Trust Bank
DECREASED
Shares18,176 from 18,775
Change-599 (-3%)
Value$16.4M (-$2.6M)
Filed 2026-11-03
Principle Wealth Partners LLC
DECREASED
Shares18,063 from 18,213
Change-150 (-1%)
Value$16.3M (-$2.2M)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED
Shares17,941 from 17,992
Change-51 (0%)
Value$16.2M (-$2.0M)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares17,880 from 16,359
Change+1,521 (+9%)
Value$16.1M (-$446.6K)
Filed 2026-10-29
Maryland State Retirement & Pension System
INCREASED
Shares17,715 from 15,550
Change+2,165 (+14%)
Value$15.9M (+$223.1K)
Filed 2026-11-05
GoalVest Advisory LLC
INCREASED
Shares17,586 from 3,308
Change+14,278 (+432%)
Value$3.1M (-$267.5K)
Filed 2026-10-02
Simplicity Wealth,LLC
INCREASED
Shares17,221 from 16,051
Change+1,170 (+7%)
Value$15.5M (-$728.6K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares17,067 from 17,297
Change-230 (-1%)
Value$15.4M (-$2.1M)
Filed 2026-10-27
iA Global Asset Management Inc.
INCREASED
Shares17,042 from 682
Change+16,360 (+2399%)
Value$15.3M (+$14.7M)
Filed 2026-10-29
Welch Group, LLC
INCREASED
Shares17,022 from 16,363
Change+659 (+4%)
Value$15.3M (-$1.2M)
Filed 2026-10-29
Savant Capital, LLC
INCREASED
Shares16,941 from 10,893
Change+6,048 (+56%)
Value$15.3M (+$4.2M)
Filed 2026-11-06
Westbourne Investment Advisors, Inc.
DECREASED
Shares16,701 from 16,888
Change-187 (-1%)
Value$15.0M (-$2.0M)
Filed 2026-10-20
Atria Investments, Inc
DECREASED
Shares16,559 from 18,998
Change-2,439 (-13%)
Value$14.9M (-$4.3M)
Filed 2026-10-15
Marietta Wealth Management, LLC
DECREASED
Shares16,444 from 16,930
Change-486 (-3%)
Value$14.4M (-$2.7M)
Filed 2026-10-22
CWA Asset Management Group, LLC
INCREASED
Shares16,433 from 16,397
Change+36 (+0%)
Value$14.8M (-$1.8M)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares16,012 from 17,690
Change-1,678 (-9%)
Value$14.4M (-$3.5M)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares15,917 from 15,301
Change+616 (+4%)
Value$14.3M (-$1.1M)
Filed 2026-10-28
Sapient Capital LLC
INCREASED
Shares15,759 from 14,912
Change+847 (+6%)
Value$14.2M (-$892.7K)
Filed 2026-10-08
Meiji Yasuda America Inc
INCREASED
Shares15,718 from 12,564
Change+3,154 (+25%)
Value$14.2M (+$1.4M)
Filed 2026-10-22
Hartford Investment Management Co
DECREASED
Shares15,600 from 16,317
Change-717 (-4%)
Value$14.0M (-$2.5M)
Filed 2026-11-04
Meitav Investment House LTD
DECREASED
Shares15,532 from 17,157
Change-1,625 (-9%)
Value$14.0M (-$3.4M)
Filed 2026-10-28
Griffin Asset Management, Inc.
DECREASED
Shares15,529 from 16,137
Change-608 (-4%)
Value$14.0M (-$2.3M)
Filed 2026-10-22
Geremia Financial Services, LLC
INCREASED
Shares15,503 from 15,391
Change+112 (+1%)
Value$14.0M (-$1.6M)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares15,433 from 16,005
Change-572 (-4%)
Value$13.8M (-$2.3M)
Filed 2026-11-05
Westco Advisory Services Inc
DECREASED
Shares15,287 from 15,318
Change-31 (0%)
Value$13.8M (-$1.7M)
Filed 2026-10-14
Oppenheimer Asset Management Inc.
DECREASED
Shares15,260 from 20,220
Change-4,960 (-25%)
Value$13.7M (-$6.7M)
Filed 2026-10-27
Legacy Trust
DECREASED
Shares15,021 from 15,155
Change-134 (-1%)
Value$13.4M (-$1.9M)
Filed 2026-11-06
New Mexico Educational Retirement Board
UNCHANGED
Shares14,989 from 14,989
Change0 (0%)
Value$13.5M (-$1.7M)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares14,944 from 14,940
Change+4 (+0%)
Value$13.5M (-$1.7M)
Filed 2026-11-06
Adams Asset Advisors, LLC
UNCHANGED
Shares14,407 from 14,407
Change0 (0%)
Value$13.0M (-$1.6M)
Filed 2026-10-08
Hoey Investments, Inc
INCREASED
Shares14,385 from 13,851
Change+534 (+4%)
Value$13.0M (-$1.1M)
Filed 2026-10-29
Steel Grove Capital Advisors, LLC
DECREASED
Shares14,383 from 14,384
Change-1 (0%)
Value$13.0M (-$1.6M)
Filed 2026-10-13
Strategic Wealth Investment Group, LLC
DECREASED
Shares14,366 from 14,800
Change-434 (-3%)
Value$12.9M (-$2.0M)
Filed 2026-10-29
Cypress Asset Management Inc
DECREASED
Shares14,327 from 14,371
Change-44 (0%)
Value$12.9M (-$1.6M)
Filed 2026-10-09
Louisiana State Employees Retirement System
DECREASED
Shares14,300 from 15,100
Change-800 (-5%)
Value$12.9M (-$2.4M)
Filed 2026-10-20
Solidarity Wealth, LLC
INCREASED
Shares14,148 from 12,936
Change+1,212 (+9%)
Value$12.7M (-$344.8K)
Filed 2026-10-15
Pegasus Asset Management, Inc.
INCREASED
Shares13,978 from 13,875
Change+103 (+1%)
Value$12.6M (-$1.4M)
Filed 2026-11-03
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares13,969 from 12,955
Change+1,014 (+8%)
Value$12.6M (-$525.2K)
Filed 2026-10-26
Baxter Bros Inc
DECREASED
Shares13,920 from 14,177
Change-257 (-2%)
Value$12.5M (-$1.8M)
Filed 2026-11-04
Lipe & Dalton
DECREASED
Shares13,838 from 13,887
Change-49 (0%)
Value$12.5M (+$12.4M)
Filed 2026-10-15
JAG Capital Management, LLC
DECREASED
Shares13,835 from 23,832
Change-9,997 (-42%)
Value$12.5M (-$11.6M)
Filed 2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED
Shares13,813 from 13,622
Change+191 (+1%)
Value$12.4M (-$1.3M)
Filed 2026-10-14
Meyer Handelman Co
DECREASED
Shares13,810 from 13,860
Change-50 (0%)
Value$12.4M (-$1.6M)
Filed 2026-10-28
Buck Wealth Strategies, LLC
INCREASED
Shares13,796 from 12,386
Change+1,410 (+11%)
Value$12.4M (-$105.5K)
Filed 2026-10-28
Teamwork Financial Advisors, LLC
INCREASED
Shares13,767 from 13,531
Change+236 (+2%)
Value$12.4M (-$1.3M)
Filed 2026-10-19
James Investment Research, Inc.
DECREASED
Shares13,730 from 14,146
Change-416 (-3%)
Value$12.4M (-$1.9M)
Filed 2026-10-22
Level Four Advisory Services, LLC
DECREASED
Shares13,524 from 14,272
Change-748 (-5%)
Value$12.2M (-$2.3M)
Filed 2026-11-06
Westwind Capital
DECREASED
Shares13,438 from 14,571
Change-1,133 (-8%)
Value$12.1K (-$2.6K)
Filed 2026-10-08
Parkside Investments, LLC
DECREASED
Shares13,381 from 13,486
Change-105 (-1%)
Value$12.0M (-$1.6M)
Filed 2026-10-20
Trifecta Capital Advisors, LLC
INCREASED
Shares13,323 from 13,098
Change+225 (+2%)
Value$12.0M (-$1.3M)
Filed 2026-10-21
HWG Holdings LP
INCREASED
Shares13,274 from 8,539
Change+4,735 (+55%)
Value$12.0M (+$3.3M)
Filed 2026-10-08
Burney Co/
INCREASED
Shares13,259 from 10,450
Change+2,809 (+27%)
Value$11.9M (+$1.4M)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares13,082 from 13,568
Change-486 (-4%)
Value$11.8M (-$1.9M)
Filed 2026-10-05
Carret Asset Management, LLC
DECREASED
Shares13,046 from 13,640
Change-594 (-4%)
Value$11.7M (-$2.0M)
Filed 2026-11-04
Knights of Columbus Asset Advisors LLC
DECREASED
Shares13,045 from 27,858
Change-14,813 (-53%)
Value$11.7M (-$16.4M)
Filed 2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares12,760 from 5,299
Change+7,461 (+141%)
Value$11.5M (+$6.1M)
Filed 2026-10-22
Clifford Swan Investment Counsel LLC
DECREASED
Shares12,756 from 12,878
Change-122 (-1%)
Value$11.5M (-$1.5M)
Filed 2026-11-05
Parsons Capital Management Inc
INCREASED
Shares12,719 from 12,709
Change+10 (+0%)
Value$11.5M (-$1.4M)
Filed 2026-10-28
J. Safra Sarasin Holding AG
DECREASED
Shares12,645 from 12,661
Change-16 (0%)
Value$11.1M (-$649.3K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares12,616 from 12,711
Change-95 (-1%)
Value$11.4M (-$1.5M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares12,537 from 11,716
Change+821 (+7%)
Value$11.3M (-$564.4K)
Filed 2026-10-08
Stolper Co
INCREASED
Shares12,464 from 12,420
Change+44 (+0%)
Value$11.2M (+$11.2M)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares12,450 from 10,450
Change+2,000 (+19%)
Value$12.6M (+$2.0M)
Filed 2026-11-06
SteelPeak Wealth, LLC
DECREASED
Shares12,359 from 12,428
Change-69 (-1%)
Value$11.1M (-$1.4M)
Filed 2026-10-16
Contravisory Investment Management, Inc.
INCREASED
Shares12,350 from 12,041
Change+309 (+3%)
Value$11.1M (-$1.1M)
Filed 2026-10-13
Westover Capital Advisors, LLC
INCREASED
Shares12,282 from 12,087
Change+195 (+2%)
Value$11.1M (-$1.2M)
Filed 2026-10-26
Stackstone Wealth, LLC
NEW
Shares12,232
Change+12,232
Value$11.0M
Filed 2026-10-19
Essex LLC
DECREASED
Shares12,224 from 13,786
Change-1,562 (-11%)
Value$11.0M (-$2.9M)
Filed 2026-10-14
Equitable Trust Co
DECREASED
Shares12,201 from 12,606
Change-405 (-3%)
Value$11.0M (-$1.8M)
Filed 2026-10-13
Ritholtz Wealth Management
DECREASED
Shares12,073 from 12,246
Change-173 (-1%)
Value$10.9M (-$1.5M)
Filed 2026-11-05
FFG Partners, LLC
DECREASED
Shares11,941 from 12,483
Change-542 (-4%)
Value$10.8M (-$1.9M)
Filed 2026-10-15
Consolidated Investment Group LLC
INCREASED
Shares11,890 from 11,390
Change+500 (+4%)
Value$10.7M (-$814.2K)
Filed 2026-11-04
Birinyi Associates Inc
DECREASED
Shares11,757 from 11,894
Change-137 (-1%)
Value$10.6M (-$1.4M)
Filed 2026-10-28
NovaPoint Capital, LLC
DECREASED
Shares11,722 from 11,897
Change-175 (-1%)
Value$10.6M (-$1.5M)
Filed 2026-10-22
Private Advisory Group LLC
INCREASED
Shares11,702 from 11,507
Change+195 (+2%)
Value$10.5M (-$1.1M)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
INCREASED
Shares11,583 from 9,056
Change+2,527 (+28%)
Value$10.4M (+$1.3M)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares11,559 from 12,339
Change-780 (-6%)
Value$10.4M (-$2.1M)
Filed 2026-10-30
Wesbanco Bank Inc
INCREASED
Shares11,512 from 7,042
Change+4,470 (+63%)
Value$10.4M (+$3.2M)
Filed 2026-11-04
Hourglass Capital, LLC
DECREASED
Shares11,510 from 13,124
Change-1,614 (-12%)
Value$10.4M (-$2.9M)
Filed 2026-10-26
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares11,439 from 12,442
Change-1,003 (-8%)
Value$10.3M (-$2.3M)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
DECREASED
Shares11,289 from 11,358
Change-69 (-1%)
Value$10.2M (-$1.3M)
Filed 2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED
Shares11,189 from 11,115
Change+74 (+1%)
Value$10.1M (-$1.2M)
Filed 2026-10-26
ARS Wealth Advisors Group, LLC
DECREASED
Shares10,995 from 11,137
Change-142 (-1%)
Value$9.9M (-$1.4M)
Filed 2026-10-16
Choreo, LLC
DECREASED
Shares10,959 from 11,203
Change-244 (-2%)
Value$9.9M (-$1.5M)
Filed 2026-10-28
Lake Street Private Wealth, LLC
INCREASED
Shares10,937 from 10,870
Change+67 (+1%)
Value$9.8M (-$1.1M)
Filed 2026-10-22
Annex Advisory Services, LLC
INCREASED
Shares10,813 from 10,236
Change+577 (+6%)
Value$9.7M (-$616.3K)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
INCREASED
Shares10,747 from 10,504
Change+243 (+2%)
Value$9.7M (-$947.5K)
Filed 2026-10-22
Americana Partners, LLC
INCREASED
Shares10,724 from 8,785
Change+1,939 (+22%)
Value$9.7M (+$770.7K)
Filed 2026-10-28
Smithbridge Asset Management Inc
INCREASED
Shares10,722 from 10,613
Change+109 (+1%)
Value$9.7M (-$1.1M)
Filed 2026-10-19
Churchill Financial Advisors, LLC
UNCHANGED
Shares10,719 from 10,719
Change0 (0%)
Value$9.7M (-$1.2M)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares10,675 from 10,612
Change+63 (+1%)
Value$9.6M (-$1.1M)
Filed 2026-10-08
Whitener Capital Management, Inc.
DECREASED
Shares10,650 from 11,069
Change-419 (-4%)
Value$9.6M (-$1.6M)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares10,636 from 9,776
Change+860 (+9%)
Value$9.6M (-$311.5K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares10,593 from 6,698
Change+3,895 (+58%)
Value$9.5M (+$2.8M)
Filed 2026-10-23
Prospera Financial Services Inc
DECREASED
Shares10,569 from 14,773
Change-4,204 (-28%)
Value$9.5M (-$5.5M)
Filed 2026-11-04
Lynch Asset Management, Inc.
DECREASED
Shares10,525 from 10,540
Change-15 (0%)
Value$9.5M (-$1.2M)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares10,522 from 9,657
Change+865 (+9%)
Value$9.5M (-$293.9K)
Filed 2026-11-03
E. Ohman J:or Asset Management AB
INCREASED
Shares10,521 from 10,361
Change+160 (+2%)
Value$9.5M (-$1.0M)
Filed 2026-10-22
Raiffeisen Bank International AG
INCREASED
Shares10,506 from 7,002
Change+3,504 (+50%)
Value$9.6M (+$2.5M)
Filed 2026-10-28
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares10,423 from 10,348
Change+75 (+1%)
Value$9.4M (-$1.1M)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,419 from 8,975
Change+1,444 (+16%)
Value$9.4M (+$224.6K)
Filed 2026-10-13
Sigma Investment Counselors Inc
DECREASED
Shares10,400 from 10,492
Change-92 (-1%)
Value$9.4M (-$1.2M)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,316 from 10,972
Change-656 (-6%)
Value$9.3M (-$1.8M)
Filed 2026-10-20
Legacy Private Trust Co.
DECREASED
Shares10,308 from 10,456
Change-148 (-1%)
Value$9.3M (-$1.3M)
Filed 2026-10-06
Pittenger & Anderson Inc
DECREASED
Shares10,263 from 11,103
Change-840 (-8%)
Value$9.2M (-$2.0M)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares10,227 from 12,310
Change-2,083 (-17%)
Value$9.2M (-$3.2M)
Filed 2026-10-28
Traphagen Investment Advisors LLC
INCREASED
Shares10,147 from 10,138
Change+9 (+0%)
Value$9.1M (-$1.1M)
Filed 2026-10-14
Sanders Morris Harris LLC
NEW
Shares10,144
Change+10,144
Value$9.1M
Filed 2026-10-14
Diversified Trust Co
DECREASED
Shares10,109 from 17,988
Change-7,879 (-44%)
Value$9.1M (-$9.1M)
Filed 2026-11-06
Riggs Asset Managment Co. Inc.
INCREASED
Shares10,091 from 9,946
Change+145 (+1%)
Value$9.1M (-$973.6K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares9,952 from 9,873
Change+79 (+1%)
Value$9.0M (-$1.0M)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares9,930 from 6,606
Change+3,324 (+50%)
Value$8.9M (+$2.3M)
Filed 2026-11-04
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares9,916 from 10,120
Change-204 (-2%)
Value$8.9M (-$1.3M)
Filed 2026-11-03
NBT Bank, N.A.
INCREASED
Shares9,849 from 9,827
Change+22 (+0%)
Value$8.9M (-$1.1M)
Filed 2026-10-21
Bridgelight Financial Advisors, Inc.
DECREASED
Shares9,818 from 9,858
Change-40 (0%)
Value$8.8M (-$1.1M)
Filed 2026-10-20
Quadrant Capital Group LLC
DECREASED
Shares9,733 from 9,849
Change-116 (-1%)
Value$8.7M (-$1.3M)
Filed 2026-10-20
Sterling Investment Advisors, Ltd.
DECREASED
Shares9,720 from 10,444
Change-724 (-7%)
Value$8.8M (-$1.8M)
Filed 2026-10-27
DE Burlo Group Inc
DECREASED
Shares9,700 from 14,400
Change-4,700 (-33%)
Value$8.7M (-$5.8M)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
INCREASED
Shares9,650 from 9,635
Change+15 (+0%)
Value$8.7M (-$1.1M)
Filed 2026-11-04
Ellsworth Advisors, LLC
INCREASED
Shares9,578 from 9,534
Change+44 (+0%)
Value$8.6M (-$2.4M)
Filed 2026-10-15
Wedbush Securities Inc
INCREASED
Shares9,526 from 9,459
Change+67 (+1%)
Value$8.6M (-$990.0K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
INCREASED
Shares9,515 from 9,512
Change+3 (+0%)
Value$8.6M (-$1.1M)
Filed 2026-11-06
SevenBridge Financial Group, LLC
DECREASED
Shares9,475 from 9,585
Change-110 (-1%)
Value$8.4M (-$1.6M)
Filed 2026-10-26
Reliant Investment Management, LLC
DECREASED
Shares9,450 from 9,596
Change-146 (-2%)
Value$8.5M (-$1.2M)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares9,439 from 10,160
Change-721 (-7%)
Value$8.5M (-$1.8M)
Filed 2026-10-22
Nightview Capital, LLC
UNCHANGED
Shares9,326 from 9,326
Change0 (0%)
Value$8.4M (-$1.0M)
Filed 2026-10-20
Integrated Advisors Network LLC
INCREASED
Shares9,271 from 9,204
Change+67 (+1%)
Value$8.3M (-$961.2K)
Filed 2026-10-20
Strategic Advisors LLC
DECREASED
Shares9,236 from 9,636
Change-400 (-4%)
Value$8.3M (-$1.4M)
Filed 2026-10-13
Exchange Traded Concepts, LLC
INCREASED
Shares9,211 from 5,435
Change+3,776 (+69%)
Value$8.3M (+$2.8M)
Filed 2026-10-28
RPG Investment Advisory, LLC
DECREASED
Shares9,209 from 16,677
Change-7,468 (-45%)
Value$8.3M (-$8.6M)
Filed 2026-10-21
Delta Financial Advisors LLC
INCREASED
Shares9,011 from 9,003
Change+8 (+0%)
Value$8.1M (-$991.8K)
Filed 2026-10-27
MFA Wealth Advisors, LLC
DECREASED
Shares8,877 from 9,006
Change-129 (-1%)
Value$8.0M (-$1.1M)
Filed 2026-10-07
Cairn Investment Group, Inc.
DECREASED
Shares8,876 from 9,111
Change-235 (-3%)
Value$8.0M (-$1.2M)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares8,875 from 9,191
Change-316 (-3%)
Value$8.0M (-$1.3M)
Filed 2026-11-02
North Dakota State Investment Board
INCREASED
Shares8,833 from 8,502
Change+331 (+4%)
Value$8.0M (-$645.8K)
Filed 2026-10-27
Hixon Zuercher, LLC
DECREASED
Shares8,810 from 8,968
Change-158 (-2%)
Value$7.9M (-$1.1M)
Filed 2026-10-13
Praxis Investment Management Inc
UNCHANGED
Shares8,730 from 8,730
Change0 (0%)
Value$7.9M (-$969.0K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares8,592 from 8,954
Change-362 (-4%)
Value$7.7M (-$1.3M)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares8,567 from 8,745
Change-178 (-2%)
Value$7.7M (-$1.1M)
Filed 2026-10-23
Telos Capital Management, Inc.
INCREASED
Shares8,505 from 8,374
Change+131 (+2%)
Value$7.7M (-$811.6K)
Filed 2026-11-02
Nilsine Partners, LLC
DECREASED
Shares8,388 from 8,493
Change-105 (-1%)
Value$7.6M (-$1.0M)
Filed 2026-11-02
Kavar Capital Partners Group, LLC
INCREASED
Shares8,376 from 8,352
Change+24 (+0%)
Value$7.5M (-$905.5K)
Filed 2026-11-06
Compound Planning, Inc.
DECREASED
Shares8,337 from 8,829
Change-492 (-6%)
Value$7.5M (-$1.4M)
Filed 2026-11-05
Leeward Financial Partners, LLC
INCREASED
Shares8,298 from 8,261
Change+37 (+0%)
Value$7.5M (-$883.3K)
Filed 2026-10-23
Greenleaf Trust
DECREASED
Shares8,273 from 8,398
Change-125 (-1%)
Value$7.4M (-$1.0M)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares8,168 from 20,642
Change-12,474 (-60%)
Value$7.4M (-$13.5M)
Filed 2026-10-16
Pacifica Capital Investments, LLC
UNCHANGED
Shares8,163 from 8,163
Change0 (0%)
Value$7.3M (-$906.2K)
Filed 2026-11-05
Little House Capital LLC
INCREASED
Shares8,151 from 7,799
Change+352 (+5%)
Value$7.3M (-$549.2K)
Filed 2026-11-06
GenTrust, LLC
INCREASED
Shares8,139 from 8,104
Change+35 (+0%)
Value$7.3M (-$868.1K)
Filed 2026-11-06
Morangie Management LLC
INCREASED
Shares8,116 from 8,112
Change+4 (+0%)
Value$7.3M (-$897.5K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
INCREASED
Shares8,056 from 7,986
Change+70 (+1%)
Value$7.3M (-$824.0K)
Filed 2026-10-08
Cohen Investment Advisors LLC
DECREASED
Shares8,017 from 8,054
Change-37 (0%)
Value$7.2M (-$927.4K)
Filed 2026-10-20
Kingsman Wealth Management, Inc.
INCREASED
Shares8,003 from 7,766
Change+237 (+3%)
Value$7.2M (-$648.5K)
Filed 2026-10-13
Biltmore Family Office, LLC
DECREASED
Shares7,988 from 8,102
Change-114 (-1%)
Value$7.2M (-$1.0M)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares7,949 from 6,291
Change+1,658 (+26%)
Value$7.2M (+$794.2K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares7,940 from 7,586
Change+354 (+5%)
Value$7.1M (-$523.0K)
Filed 2026-11-03
Calamos Wealth Management LLC
DECREASED
Shares7,895 from 8,547
Change-652 (-8%)
Value$7.1M (-$1.5M)
Filed 2026-11-02
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares7,886 from 7,888
Change-2 (0%)
Value$7.1M (-$877.4K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares7,843 from 9,172
Change-1,329 (-14%)
Value$7.1M (-$2.2M)
Filed 2026-10-16
Crystal Rock Capital Management
DECREASED
Shares7,835 from 8,485
Change-650 (-8%)
Value$7.1M (-$1.5M)
Filed 2026-10-28
Wespac Advisors SoCal, LLC
INCREASED
Shares7,826 from 7,777
Change+49 (+1%)
Value$7.0M (-$819.0K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
DECREASED
Shares7,822 from 8,157
Change-335 (-4%)
Value$7.0M (-$1.2M)
Filed 2026-10-07
Ascent Wealth Partners, LLC
INCREASED
Shares7,817 from 7,728
Change+89 (+1%)
Value$7.0M (-$777.6K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED
Shares7,734 from 7,906
Change-172 (-2%)
Value$7.0M (-$1.0M)
Filed 2026-10-21
Nations Financial Group Inc,
INCREASED
Shares7,684 from 7,518
Change+166 (+2%)
Value$6.9M (-$685.1K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares7,680 from 7,428
Change+252 (+3%)
Value$6.9M (-$597.8K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares7,602 from 7,676
Change-74 (-1%)
Value$6.8M (-$918.7K)
Filed 2026-10-22
Highline Wealth Partners LLC
INCREASED
Shares7,571 from 7,561
Change+10 (+0%)
Value$6.8M (-$830.3K)
Filed 2026-10-19
Securian Asset Management, Inc
DECREASED
Shares7,563 from 7,839
Change-276 (-4%)
Value$6.8M (-$1.5M)
Filed 2026-11-06
Wedmont Private Capital
INCREASED
Shares7,523 from 5,942
Change+1,581 (+27%)
Value$6.6M (+$370.1K)
Filed 2026-10-09
Harbor Investment Advisory, LLC
INCREASED
Shares7,519 from 5,985
Change+1,534 (+26%)
Value$6.8M (+$716.8K)
Filed 2026-10-13
Sava Infond d.o.o.
INCREASED
Shares7,460 from 4,630
Change+2,830 (+61%)
Value$6.7M (+$2.0M)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares7,301 from 7,074
Change+227 (+3%)
Value$6.6M (-$581.4K)
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares7,250 from 5,831
Change+1,419 (+24%)
Value$6.5M (+$630.3K)
Filed 2026-10-13
UMB Bank, n.a.
DECREASED
Shares7,191 from 7,402
Change-211 (-3%)
Value$6.5M (-$1.0M)
Filed 2026-11-06
Shayne & Jacobs, LLC
DECREASED
Shares7,189 from 7,314
Change-125 (-2%)
Value$6.5M (-$924.5K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
DECREASED
Shares7,137 from 7,155
Change-18 (0%)
Value$6.4M (-$810.6K)
Filed 2026-10-16
Essex Investment Management Co LLC
DECREASED
Shares7,069 from 7,513
Change-444 (-6%)
Value$6.4M (-$1.2M)
Filed 2026-10-19
Duncker Streett & Co Inc
INCREASED
Shares7,029 from 6,913
Change+116 (+2%)
Value$6.3M (-$662.8K)
Filed 2026-10-27
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$6.3M (-$777.1K)
Filed 2026-10-22
Aspen Investment Management Inc
DECREASED
Shares6,919 from 7,142
Change-223 (-3%)
Value$6.2M (+$6.2M)
Filed 2026-11-05
Masterinvest Kapitalanlage GmbH
DECREASED
Shares6,887 from 6,987
Change-100 (-1%)
Value$6.2M (-$865.7K)
Filed 2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares6,855 from 6,855
Change0 (0%)
Value$6.9M ($0)
Filed 2026-10-15
Cullinan Associates Inc
INCREASED
Shares6,851 from 6,491
Change+360 (+6%)
Value$6.2M (-$396.8K)
Filed 2026-11-03
Profund Advisors LLC
INCREASED
Shares6,833 from 6,500
Change+333 (+5%)
Value$6.2M (-$421.7K)
Filed 2026-10-29
AM Investment Strategies LLC
INCREASED
Shares6,732 from 6,479
Change+253 (+4%)
Value$6.1M (+$6.1M)
Filed 2026-11-05
Vest Financial, LLC
DECREASED
Shares6,724 from 6,801
Change-77 (-1%)
Value$6.1M (-$824.3K)
Filed 2026-10-21
Blue Square Asset Management, LLC
DECREASED
Shares6,687 from 6,979
Change-292 (-4%)
Value$6.0M (-$1.0M)
Filed 2026-11-02
Neville Rodie & Shaw Inc
DECREASED
Shares6,633 from 6,668
Change-35 (-1%)
Value$6.0K (-$772)
Filed 2026-10-05
Sculati Wealth Management, LLC
DECREASED
Shares6,623 from 6,974
Change-351 (-5%)
Value$5.9M (-$1.5M)
Filed 2026-10-19
Powell Investment Advisors, LLC
INCREASED
Shares6,619 from 6,594
Change+25 (+0%)
Value$6.0M (-$709.5K)
Filed 2026-10-22
Mcrae Capital Management Inc
DECREASED
Shares6,612 from 6,653
Change-41 (-1%)
Value$6.0M (-$774.5K)
Filed 2026-10-15
Salem Investment Counselors Inc
INCREASED
Shares6,611 from 6,558
Change+53 (+1%)
Value$6.0M (-$680.3K)
Filed 2026-10-13
Jones Kertz & Associates, Inc.
DECREASED
Shares6,572 from 6,589
Change-17 (0%)
Value$5.9M (-$746.8K)
Filed 2026-10-28
Moors & Cabot, Inc.
INCREASED
Shares6,477 from 5,734
Change+743 (+13%)
Value$5.8M (+$32.0K)
Filed 2026-11-06
Midwest Professional Planners, Ltd.
DECREASED
Shares6,473 from 6,662
Change-189 (-3%)
Value$5.8M (-$910.0K)
Filed 2026-10-29
Aviance Capital Partners, LLC
INCREASED
Shares6,449 from 6,395
Change+54 (+1%)
Value$5.8M (-$661.3K)
Filed 2026-10-29
Covenant Asset Management, LLC
DECREASED
Shares6,430 from 6,511
Change-81 (-1%)
Value$5.8M (-$795.7K)
Filed 2026-10-14
Diversify Wealth Management, LLC
DECREASED
Shares6,393 from 6,874
Change-481 (-7%)
Value$5.7M (-$1.5M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares6,393 from 6,874
Change-481 (-7%)
Value$5.7M (-$1.5M)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares6,382 from 6,414
Change-32 (0%)
Value$5.7M (-$740.8K)
Filed 2026-11-03
Shepherd Financial Partners LLC
INCREASED
Shares6,378 from 6,372
Change+6 (+0%)
Value$5.7M (-$702.2K)
Filed 2026-11-03
Ascent Group, LLC
INCREASED
Shares6,372 from 6,121
Change+251 (+4%)
Value$5.7M (-$453.5K)
Filed 2026-10-30
Tema Etfs LLC
DECREASED
Shares6,339 from 6,535
Change-196 (-3%)
Value$5.7M (-$901.9K)
Filed 2026-10-16
Scott & Selber, Inc.
DECREASED
Shares6,339 from 6,350
Change-11 (0%)
Value$5.7M (-$714.6K)
Filed 2026-10-21
BNC Wealth Management, LLC
INCREASED
Shares6,333 from 6,257
Change+76 (+1%)
Value$5.7M (-$626.1K)
Filed 2026-10-19
Parisi Gray Wealth Management
INCREASED
Shares6,293 from 6,155
Change+138 (+2%)
Value$5.7M (-$559.5K)
Filed 2026-10-16
Triangle Securities Wealth Management
DECREASED
Shares6,221 from 6,529
Change-308 (-5%)
Value$5.6M (-$1.0M)
Filed 2026-10-14
KCM Investment Advisors LLC
DECREASED
Shares6,206 from 6,609
Change-403 (-6%)
Value$5.6M (-$1.1M)
Filed 2026-10-27
Rydar Equities, Inc.
INCREASED
Shares6,200 from 5,887
Change+313 (+5%)
Value$5.5M (-$863.5K)
Filed 2026-10-13
Larson Financial Group LLC
DECREASED
Shares6,183 from 6,299
Change-116 (-2%)
Value$5.6M (-$804.2K)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares6,131 from 7,284
Change-1,153 (-16%)
Value$5.5M (-$1.8M)
Filed 2026-10-13
Gateway Investment Advisers LLC
INCREASED
Shares6,120 from 4,595
Change+1,525 (+33%)
Value$5.5M (+$862.8K)
Filed 2026-10-13
Journey Advisory Group, LLC
INCREASED
Shares6,091 from 5,663
Change+428 (+8%)
Value$5.5M (-$243.3K)
Filed 2026-11-04
Cornerstone Wealth Group, LLC
INCREASED
Shares6,088 from 5,730
Change+358 (+6%)
Value$5.5M (-$313.7K)
Filed 2026-11-02
Magnus Financial Group LLC
INCREASED
Shares6,084 from 6,060
Change+24 (+0%)
Value$5.5M (-$650.7K)
Filed 2026-10-21
RMR Wealth Builders
DECREASED
Shares6,023 from 6,124
Change-101 (-2%)
Value$5.4M (-$770.5K)
Filed 2026-10-22
Mitchell Capital Management Co
INCREASED
Shares5,995 from 5,956
Change+39 (+1%)
Value$5.4M (-$626.1K)
Filed 2026-10-29
First Citizens Bank & Trust Co
INCREASED
Shares5,976 from 3,388
Change+2,588 (+76%)
Value$5.4M (+$2.0M)
Filed 2026-10-14
Merrion Investment Management Co, LLC
INCREASED
Shares5,854 from 5,804
Change+50 (+1%)
Value$5.3M (-$599.3K)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares5,720 from 5,137
Change+583 (+11%)
Value$5.2M (-$45.9K)
Filed 2026-10-07
SBI Securities Co., Ltd.
DECREASED
Shares5,719 from 5,769
Change-50 (-1%)
Value$5.1M (-$685.4K)
Filed 2026-10-22
YHB Investment Advisors, Inc.
DECREASED
Shares5,716 from 5,721
Change-5 (0%)
Value$5.1M (-$639.6K)
Filed 2026-10-08
BigSur Wealth Management LLC
UNCHANGED
Shares5,709 from 5,709
Change0 (0%)
Value$5.1M (-$633.8K)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares5,701 from 3,469
Change+2,232 (+64%)
Value$5.1M (+$1.5M)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,683 from 4,639
Change+1,044 (+23%)
Value$5.1M (+$425.0K)
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares5,667 from 5,652
Change+15 (+0%)
Value$5.1M (-$614.2K)
Filed 2026-11-02
Fisher Funds Management LTD
INCREASED
Shares5,622 from 1,622
Change+4,000 (+247%)
Value$5.1M (+$3.4M)
Filed 2026-10-13
Concord Asset Management, LLC
INCREASED
Shares5,622 from 5,451
Change+171 (+3%)
Value$5.1M (-$451.2K)
Filed 2026-11-02
Chapin Davis, Inc.
INCREASED
Shares5,619 from 5,617
Change+2 (+0%)
Value$5.1M (-$622.8K)
Filed 2026-10-09
Platform Technology Partners
DECREASED
Shares5,618 from 5,879
Change-261 (-4%)
Value$5.1M (-$887.6K)
Filed 2026-11-02
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares5,601 from 7,723
Change-2,122 (-27%)
Value$5.0M (-$2.8M)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares5,599 from 6,340
Change-741 (-12%)
Value$5.0M (-$1.4M)
Filed 2026-10-27
Asset One Wealth Management LLC
INCREASED
Shares5,590 from 4,760
Change+830 (+17%)
Value$5.0M (-$450.8K)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares5,587 from 5,649
Change-62 (-1%)
Value$5.0M (-$683.5K)
Filed 2026-10-14
Channing Capital Management, LLC
DECREASED
Shares5,585 from 11,169
Change-5,584 (-50%)
Value$5.0M (-$6.3M)
Filed 2026-11-02
Asio Capital, LLC
INCREASED
Shares5,570 from 5,423
Change+147 (+3%)
Value$5.0M (-$469.7K)
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares5,566 from 5,571
Change-5 (0%)
Value$5.0M (-$623.4K)
Filed 2026-11-04
Clear Trail Advisors, LLC
DECREASED
Shares5,522 from 5,585
Change-63 (-1%)
Value$5.0M (-$676.3K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares5,506 from 13,250
Change-7,744 (-58%)
Value$5.0M (-$7.9M)
Filed 2026-10-21
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED
Shares5,500 from 3,200
Change+2,300 (+72%)
Value$5.0M (+$1.7M)
Filed 2026-11-04
Uhlmann Price Securities, LLC
DECREASED
Shares5,489 from 6,247
Change-758 (-12%)
Value$4.9M (-$1.4M)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares5,487 from 4,609
Change+878 (+19%)
Value$4.9M (+$278.5K)
Filed 2026-11-03
WD Rutherford LLC
INCREASED
Shares5,459 from 5,396
Change+63 (+1%)
Value$4.9M (-$542.3K)
Filed 2026-10-26
Sowell Financial Services LLC
DECREASED
Shares5,437 from 6,214
Change-777 (-12%)
Value$4.9M (-$1.4M)
Filed 2026-10-23
Turn8 Private Wealth Inc.
INCREASED
Shares5,406 from 5,360
Change+46 (+1%)
Value$4.9M (-$573.1K)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares5,396 from 5,526
Change-130 (-2%)
Value$4.9M (-$730.5K)
Filed 2026-10-13
Triasima Portfolio Management inc.
DECREASED
Shares5,367 from 8,447
Change-3,080 (-36%)
Value$4.8M (-$3.7M)
Filed 2026-10-15
Myriad Asset Management Advisors LLC
UNCHANGED
Shares5,332 from 5,332
Change0 (0%)
Value$4.8M (-$592.0K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares5,282 from 9,953
Change-4,671 (-47%)
Value$4.8M (-$5.3M)
Filed 2026-10-15
IPG Investment Advisors LLC
DECREASED
Shares5,259 from 7,250
Change-1,991 (-27%)
Value$4.7M (-$2.6M)
Filed 2026-10-30
TrueMark Investments, LLC
DECREASED
Shares5,250 from 7,487
Change-2,237 (-30%)
Value$4.7M (-$2.8M)
Filed 2026-11-05
Aviso Wealth Management
DECREASED
Shares5,228 from 5,252
Change-24 (0%)
Value$4.7M (-$605.4K)
Filed 2026-11-04
True Private Wealth Advisors
INCREASED
Shares5,215 from 5,194
Change+21 (+0%)
Value$4.7M (-$557.4K)
Filed 2026-10-19
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$4.7M (-$577.3K)
Filed 2026-10-29
Wynn Capital, LLC
DECREASED
Shares5,189 from 5,316
Change-127 (-2%)
Value$4.7M (-$704.5K)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
INCREASED
Shares5,183 from 3,335
Change+1,848 (+55%)
Value$4.7M (+$1.3M)
Filed 2026-10-19
Yacktman Asset Management LP
DECREASED
Shares5,177 from 5,200
Change-23 (0%)
Value$4.7M (-$598.0K)
Filed 2026-11-02
Condor Capital Management
INCREASED
Shares5,156 from 5,121
Change+35 (+1%)
Value$4.6M (-$536.7K)
Filed 2026-11-06
Trilogy Capital Inc.
DECREASED
Shares5,155 from 5,377
Change-222 (-4%)
Value$4.6M (-$797.6K)
Filed 2026-10-20
Midwest Trust Co
INCREASED
Shares5,129 from 3,452
Change+1,677 (+49%)
Value$4.6M (+$1.1M)
Filed 2026-10-22
Eulav Asset Management
DECREASED
Shares5,110 from 5,310
Change-200 (-4%)
Value$4.6M (-$769.5K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares5,103 from 4,663
Change+440 (+9%)
Value$4.5M (-$542.7K)
Filed 2026-10-27
Alps Advisors Inc
INCREASED
Shares5,084 from 4,758
Change+326 (+7%)
Value$4.6M (-$234.7K)
Filed 2026-11-03
Cache Advisors, LLC
INCREASED
Shares5,056 from 3,868
Change+1,188 (+31%)
Value$4.6M (+$640.2K)
Filed 2026-10-16
Globalt Investments LLC / GA
DECREASED
Shares5,053 from 5,174
Change-121 (-2%)
Value$4.5M (-$683.0K)
Filed 2026-10-27
Violich Capital Management, Inc.
UNCHANGED
Shares5,050 from 5,050
Change0 (0%)
Value$4.5M (-$560.6K)
Filed 2026-10-05
Appleton Partners Inc
DECREASED
Shares5,045 from 5,090
Change-45 (-1%)
Value$4.5M (-$606.0K)
Filed 2026-10-30
Integrity Alliance, Llc.
DECREASED
Shares5,040 from 5,456
Change-416 (-8%)
Value$4.5M (-$979.5K)
Filed 2026-10-29
SeaBridge Investment Advisors LLC
INCREASED
Shares5,029 from 4,929
Change+100 (+2%)
Value$4.5M (-$457.0K)
Filed 2026-11-02
Cane Capital Partners, LLC
INCREASED
Shares5,002 from 3,520
Change+1,482 (+42%)
Value$4.5M (+$943.6K)
Filed 2026-10-23
International Assets Investment Management, LLC
NEW
Shares4,974
Change+4,974
Value$4.5M
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares4,953 from 4,796
Change+157 (+3%)
Value$4.5M (-$390.5K)
Filed 2026-11-04
Prentice Wealth Management LLC
DECREASED
Shares4,920 from 4,968
Change-48 (-1%)
Value$4.4M (-$594.7K)
Filed 2026-10-20
Stenger Family Office, LLC
INCREASED
Shares4,911 from 4,023
Change+888 (+22%)
Value$4.4M (+$311.5K)
Filed 2026-10-22
Ethos Capital Management, Inc.
INCREASED
Shares4,900 from 4,399
Change+501 (+11%)
Value$4.4M (-$37.3K)
Filed 2026-11-03
Focused Wealth Management, Inc
INCREASED
Shares4,849 from 4,669
Change+180 (+4%)
Value$4.4M (-$355.8K)
Filed 2026-10-30
RWQ Financial Management Services, Inc.
DECREASED
Shares4,840 from 7,085
Change-2,245 (-32%)
Value$4.4M (-$2.8M)
Filed 2026-10-19
Carnegie Investment Counsel
DECREASED
Shares4,840 from 4,929
Change-89 (-2%)
Value$4.4M (-$627.5K)
Filed 2026-10-20
Capital Asset Advisory Services LLC
DECREASED
Shares4,810 from 7,748
Change-2,938 (-38%)
Value$4.3M (-$3.5M)
Filed 2026-10-30
North Star Investment Management Corp.
INCREASED
Shares4,783 from 4,764
Change+19 (+0%)
Value$4.3M (-$511.7K)
Filed 2026-10-27
E&G Advisors, LLC
INCREASED
Shares4,773 from 4,708
Change+65 (+1%)
Value$4.3M (-$464.1K)
Filed 2026-10-13
RED Cedar Investment Management, LLC
UNCHANGED
Shares4,764 from 4,764
Change0 (0%)
Value$4.3M (-$528.9K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares4,743 from 7,150
Change-2,407 (-34%)
Value$4.3M (-$3.0M)
Filed 2026-10-13
Nemes Rush Group LLC
INCREASED
Shares4,710 from 4,694
Change+16 (+0%)
Value$4.2M (-$506.4K)
Filed 2026-11-04
Mirador Capital Partners LP
INCREASED
Shares4,668 from 4,591
Change+77 (+2%)
Value$4.2M (-$440.3K)
Filed 2026-10-09
Old National Bancorp
DECREASED
Shares4,635 from 4,743
Change-108 (-2%)
Value$4.2M (-$623.8K)
Filed 2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares4,629 from 4,632
Change-3 (0%)
Value$4.2M (-$516.8K)
Filed 2026-10-30
Robbins Farley
INCREASED
Shares4,609 from 4,599
Change+10 (+0%)
Value$4.1M (-$501.5K)
Filed 2026-10-21
Levin Capital Strategies, L.P.
DECREASED
Shares4,604 from 9,038
Change-4,434 (-49%)
Value$4.1M (-$5.0M)
Filed 2026-11-02
Blume Capital Management, Inc.
DECREASED
Shares4,601 from 5,289
Change-688 (-13%)
Value$4.1M (-$1.2M)
Filed 2026-10-26
Mystic Asset Management, Inc.
INCREASED
Shares4,589 from 4,570
Change+19 (+0%)
Value$4.1M (-$490.2K)
Filed 2026-10-15
Nicollet Investment Management, Inc.
INCREASED
Shares4,582 from 4,541
Change+41 (+1%)
Value$4.1M (-$468.0K)
Filed 2026-10-14
TigerOak Management, L.L.C.
INCREASED
Shares4,579 from 4,492
Change+87 (+2%)
Value$4.1M (-$420.3K)
Filed 2026-10-23
Dmkc Advisory Services, LLC
DECREASED
Shares4,573 from 4,818
Change-245 (-5%)
Value$4.1M (-$755.1K)
Filed 2026-11-04
CFM Wealth Partners LLC
INCREASED
Shares4,570 from 4,538
Change+32 (+1%)
Value$4.1M (-$475.0K)
Filed 2026-11-05
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares4,547
Change+4,547
Value$4.1M
Filed 2026-10-20
Axecap Investments, LLC
INCREASED
Shares4,547 from 1,460
Change+3,087 (+211%)
Value$4.1M (+$2.6M)
Filed 2026-10-20
Aaron Wealth Advisors LLC
INCREASED
Shares4,527 from 4,296
Change+231 (+5%)
Value$4.1M (-$268.9K)
Filed 2026-10-13
RBA Wealth Management, LLC
INCREASED
Shares4,523 from 4,295
Change+228 (+5%)
Value$4.1M (-$271.5K)
Filed 2026-10-28
Oarsman Capital, Inc.
DECREASED
Shares4,513 from 5,736
Change-1,223 (-21%)
Value$4.1M (-$1.7M)
Filed 2026-11-05
SAX Wealth Advisors, LLC
INCREASED
Shares4,508 from 3,529
Change+979 (+28%)
Value$4.1M (+$1.1M)
Filed 2026-10-13
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares4,484 from 4,454
Change+30 (+1%)
Value$4.0M (-$467.4K)
Filed 2026-10-14
CV Advisors LLC
UNCHANGED
Shares4,452 from 4,452
Change0 (0%)
Value$4.0M (-$494.2K)
Filed 2026-10-13
Schear Investment Advisers, LLC
INCREASED
Shares4,393 from 3,581
Change+812 (+23%)
Value$4.0M (+$333.2K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares4,393 from 3,975
Change+418 (+11%)
Value$4.0M (-$65.4K)
Filed 2026-10-14
Corps Capital Advisors, LLC
UNCHANGED
Shares4,391 from 4,391
Change0 (0%)
Value$4.0M (-$487.4K)
Filed 2026-11-05
High Note Wealth, LLC
INCREASED
Shares4,377 from 4,264
Change+113 (+3%)
Value$3.9M (-$371.5K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares4,373 from 4,025
Change+348 (+9%)
Value$3.9M (-$133.5K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
INCREASED
Shares4,358 from 4,005
Change+353 (+9%)
Value$3.9M (-$126.8K)
Filed 2026-11-02
Orange Investment Advisors, Inc.
DECREASED
Shares4,331 from 4,633
Change-302 (-7%)
Value$3.9M (-$786.2K)
Filed 2026-10-23
Cornerstone Planning, LLC
INCREASED
Shares4,317 from 4,296
Change+21 (+0%)
Value$4.2M (-$109.5K)
Filed 2026-10-27
Bdf-Gestion
DECREASED
Shares4,308 from 6,320
Change-2,012 (-32%)
Value$3.9M (+$1.3M)
Filed 2026-10-19
Absolute Capital Management, LLC
DECREASED
Shares4,308 from 4,331
Change-23 (-1%)
Value$3.9M (-$501.4K)
Filed 2026-10-16
HBK Sorce Advisory LLC
INCREASED
Shares4,241 from 4,234
Change+7 (+0%)
Value$3.7M (-$804.5K)
Filed 2026-11-06
Markowski Investments
DECREASED
Shares4,224 from 4,793
Change-569 (-12%)
Value$3.8M (-$1.0M)
Filed 2026-10-30
Gold Investment Management Ltd.
DECREASED
Shares4,209 from 4,229
Change-20 (0%)
Value$3.8M (-$487.5K)
Filed 2026-10-19
New England Research & Management, Inc.
INCREASED
Shares4,125 from 2,916
Change+1,209 (+41%)
Value$3.7M (+$764.8K)
Filed 2026-10-16
Paradigm Asset Management Co LLC
DECREASED
Shares4,100 from 5,002
Change-902 (-18%)
Value$3.7M (-$1.4M)
Filed 2026-11-05
Wright Investors Service Inc
DECREASED
Shares4,071 from 4,264
Change-193 (-5%)
Value$3.7M (-$647.1K)
Filed 2026-11-02
Clear Harbor Asset Management, LLC
DECREASED
Shares4,066 from 4,146
Change-80 (-2%)
Value$3.7M (-$531.6K)
Filed 2026-11-05
Marest Capital, LLC
INCREASED
Shares4,066 from 4,053
Change+13 (+0%)
Value$3.7M (-$430.5K)
Filed 2026-10-23
Birch Financial Group, LLC
INCREASED
Shares4,053 from 3,983
Change+70 (+2%)
Value$3.6M (-$379.0K)
Filed 2026-10-27
Patten & Patten Inc
DECREASED
Shares4,048 from 4,242
Change-194 (-5%)
Value$3.6M (-$646.5K)
Filed 2026-10-26
Citadel Investment Advisory, Inc.
DECREASED
Shares4,047 from 4,100
Change-53 (-1%)
Value$3.6M (-$503.0K)
Filed 2026-10-15
First National Trust Co
INCREASED
Shares4,041 from 3,636
Change+405 (+11%)
Value$3.6M (-$39.0K)
Filed 2026-10-28
FCG Investment Co
INCREASED
Shares3,998 from 3,370
Change+628 (+19%)
Value$3.6M (+$191.3K)
Filed 2026-10-13
CrossGen Wealth, LLC
INCREASED
Shares3,986 from 3,938
Change+48 (+1%)
Value$3.6M (-$394.4K)
Filed 2026-10-30
Intact Investment Management Inc.
INCREASED
Shares3,980 from 3,100
Change+880 (+28%)
Value$3.6M (+$448.2K)
Filed 2026-11-03
GKV Capital Management Co., Inc.
INCREASED
Shares3,980 from 3,488
Change+492 (+14%)
Value$3.6M (+$55.8K)
Filed 2026-11-06
HMS Capital Management, LLC
DECREASED
Shares3,974 from 5,005
Change-1,031 (-21%)
Value$3.6M (-$1.5M)
Filed 2026-10-20
Mechanics Bank Trust Department
INCREASED
Shares3,968 from 3,897
Change+71 (+2%)
Value$3.6M (-$368.7K)
Filed 2026-10-13
Bochk Asset Management Ltd
DECREASED
Shares3,950 from 7,995
Change-4,045 (-51%)
Value$3.6M (-$4.5M)
Filed 2026-10-29
Bank Pictet & Cie (Europe) AG
DECREASED
Shares3,894 from 3,994
Change-100 (-2%)
Value$3.5M (-$533.4K)
Filed 2026-10-20
Kathmere Capital Management, LLC
INCREASED
Shares3,887 from 3,635
Change+252 (+7%)
Value$3.5M (-$176.5K)
Filed 2026-10-20
Global Trust Asset Management, LLC
INCREASED
Shares3,883 from 3,860
Change+23 (+1%)
Value$3.5M (-$407.7K)
Filed 2026-10-19
Plimoth Trust Co LLC
INCREASED
Shares3,865 from 3,844
Change+21 (+1%)
Value$3.5M (-$407.8K)
Filed 2026-10-26
Excalibur Management Corp
DECREASED
Shares3,856 from 3,919
Change-63 (-2%)
Value$3.5M (-$491.8K)
Filed 2026-11-02
Means Investment Co., Inc.
DECREASED
Shares3,822 from 4,289
Change-467 (-11%)
Value$3.4M (-$897.0K)
Filed 2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED
Shares3,780 from 3,621
Change+159 (+4%)
Value$3.4M (-$258.9K)
Filed 2026-10-13
Correct Capital Wealth Management
INCREASED
Shares3,764 from 3,748
Change+16 (+0%)
Value$3.4M (-$402.0K)
Filed 2026-11-02
ANB Bank
DECREASED
Shares3,750 from 3,855
Change-105 (-3%)
Value$3.4M (-$522.5K)
Filed 2026-10-09
Verdence Capital Advisors LLC
INCREASED
Shares3,746 from 3,678
Change+68 (+2%)
Value$3.4M (-$346.9K)
Filed 2026-10-26
XML Financial, LLC
INCREASED
Shares3,745 from 3,632
Change+113 (+3%)
Value$3.4M (-$301.9K)
Filed 2026-10-29
Kingstone Capital Partners Texas, LLC
DECREASED
Shares3,730 from 3,870
Change-140 (-4%)
Value$3.4M (-$555.7K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares3,726 from 2,315
Change+1,411 (+61%)
Value$3.4M (+$1.0M)
Filed 2026-10-28
Lynx Capital Group LTD
INCREASED
Shares3,712 from 3,708
Change+4 (+0%)
Value$3.3M (-$408.9K)
Filed 2026-11-04
Northern Financial Advisors Inc
DECREASED
Shares3,709 from 3,721
Change-12 (0%)
Value$3.3M (-$423.9K)
Filed 2026-10-29
Axxion S.A.
INCREASED
Shares3,706 from 3,596
Change+110 (+3%)
Value$3.3M (-$300.2K)
Filed 2026-10-22
SVB Wealth LLC
DECREASED
Shares3,693 from 4,526
Change-833 (-18%)
Value$3.3M (-$1.3M)
Filed 2026-11-06
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,681 from 3,476
Change+205 (+6%)
Value$3.3M (-$201.3K)
Filed 2026-10-13
Everhart Financial Group, Inc.
INCREASED
Shares3,660 from 3,570
Change+90 (+3%)
Value$3.3M (-$315.3K)
Filed 2026-10-08
Probity Advisors, Inc.
DECREASED
Shares3,655 from 3,706
Change-51 (-1%)
Value$3.3M (-$457.3K)
Filed 2026-10-23
Krilogy Financial LLC
INCREASED
Shares3,638 from 3,152
Change+486 (+15%)
Value$3.3M (+$64.3K)
Filed 2026-10-13
Directional Asset Management
INCREASED
Shares3,631 from 3,322
Change+309 (+9%)
Value$3.3M (-$90.8K)
Filed 2026-10-22
Shaker Investments LLC
INCREASED
Shares3,622 from 3,620
Change+2 (+0%)
Value$3.3M (-$400.1K)
Filed 2026-11-05
Cohen Klingenstein LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$3.2M (-$399.6K)
Filed 2026-10-15
Courier Capital LLC
DECREASED
Shares3,549 from 3,746
Change-197 (-5%)
Value$3.2M (-$593.2K)
Filed 2026-10-19
Mcdonald Partners LLC
DECREASED
Shares3,544 from 3,569
Change-25 (-1%)
Value$3.2M (-$418.7K)
Filed 2026-11-03
Fischer Financial Services, Inc.
INCREASED
Shares3,537 from 3,462
Change+75 (+2%)
Value$3.2M (-$316.5K)
Filed 2026-10-30
Boyd Watterson Asset Management LLC
DECREASED
Shares3,514 from 3,770
Change-256 (-7%)
Value$3.2M (-$649.0K)
Filed 2026-11-06
Independent Investors Inc
UNCHANGED
Shares3,490 from 3,490
Change0 (0%)
Value$3.1M (-$387.4K)
Filed 2026-10-30
Kessler Investment Group, LLC
DECREASED
Shares3,484 from 3,546
Change-62 (-2%)
Value$3.1M (-$449.5K)
Filed 2026-10-08
Trust Co of Toledo NA
INCREASED
Shares3,483 from 3,285
Change+198 (+6%)
Value$3.1M (-$186.4K)
Filed 2026-10-16
Trust Point Inc.
INCREASED
Shares3,473 from 3,054
Change+419 (+14%)
Value$3.1M (+$38.2K)
Filed 2026-10-27
Grimes & Co Wealth Management, LLC
DECREASED
Shares3,469 from 3,683
Change-214 (-6%)
Value$3.1M (-$602.0K)
Filed 2026-10-29
CPC Advisors, LLC
DECREASED
Shares3,458 from 5,858
Change-2,400 (-41%)
Value$3.1M (-$2.8M)
Filed 2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares3,449 from 3,781
Change-332 (-9%)
Value$3.1M (-$719.0K)
Filed 2026-10-14
Pathway Financial Advisers, LLC
DECREASED
Shares3,435 from 3,560
Change-125 (-4%)
Value$3.1M (-$508.2K)
Filed 2026-10-27
Alpine Bank Wealth Management
UNCHANGED
Shares3,423 from 3,423
Change0 (0%)
Value$3.1M (-$380.0K)
Filed 2026-10-16
Valicenti Advisory Services Inc
DECREASED
Shares3,413 from 3,466
Change-53 (-2%)
Value$3.1M (+$3.1M)
Filed 2026-10-23
Norway Savings Bank
DECREASED
Shares3,394 from 3,472
Change-78 (-2%)
Value$3.1M (-$455.7K)
Filed 2026-10-20
NTV Asset Management LLC
DECREASED
Shares3,389 from 3,424
Change-35 (-1%)
Value$3.1M (-$411.6K)
Filed 2026-10-23
Wolverine Asset Management LLC
INCREASED
Shares3,374 from 97
Change+3,277 (+3378%)
Value$3.0M (+$2.9M)
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares3,368 from 3,345
Change+23 (+1%)
Value$3.0M (-$350.6K)
Filed 2026-10-23
Stillwater Wealth Management Group
INCREASED
Shares3,362 from 2,870
Change+492 (+17%)
Value$3.0M (+$124.4K)
Filed 2026-10-21
GAM Holding AG
DECREASED
Shares3,358 from 3,571
Change-213 (-6%)
Value$3.0M (-$588.2K)
Filed 2026-11-03
Diligent Investors, LLC
DECREASED
Shares3,328 from 3,577
Change-249 (-7%)
Value$3.0M (-$621.3K)
Filed 2026-10-21
Sawgrass Asset Management LLC
DECREASED
Shares3,320 from 3,537
Change-217 (-6%)
Value$3.0M (-$588.0K)
Filed 2026-11-03
Trust Asset Management LLC
DECREASED
Shares3,318 from 3,324
Change-6 (0%)
Value$3.0M (-$374.4K)
Filed 2026-11-03
Hartford Financial Management Inc.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$3.0M (-$366.3K)
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares3,280 from 6,467
Change-3,187 (-49%)
Value$3.0M (-$3.6M)
Filed 2026-10-28
71 West Capital Partners
INCREASED
Shares3,266 from 3,210
Change+56 (+2%)
Value$2.9M (-$305.9K)
Filed 2026-11-04
Modera Wealth Management, LLC
DECREASED
Shares3,266 from 3,281
Change-15 (0%)
Value$2.9M (-$377.8K)
Filed 2026-10-28
Baker Ellis Asset Management LLC
DECREASED
Shares3,264 from 3,464
Change-200 (-6%)
Value$2.9M (-$564.6K)
Filed 2026-10-14
Harold Davidson & Associates Inc.
INCREASED
Shares3,264 from 3,255
Change+9 (+0%)
Value$2.9M (-$354.2K)
Filed 2026-10-29
Tower View Wealth Management LLC
INCREASED
Shares3,236 from 2,306
Change+930 (+40%)
Value$2.9M (+$581.4K)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares3,227 from 3,408
Change-181 (-5%)
Value$2.9M (-$541.2K)
Filed 2026-10-15
Tannin Capital LLC
DECREASED
Shares3,227 from 3,303
Change-76 (-2%)
Value$2.9M (-$435.7K)
Filed 2026-11-05
WT Wealth Management
DECREASED
Shares3,196 from 3,388
Change-192 (-6%)
Value$2.9M (-$548.7K)
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
INCREASED
Shares3,189 from 3,122
Change+67 (+2%)
Value$2.9M (-$285.5K)
Filed 2026-11-04
Generali Investments, Management Co LLC
INCREASED
Shares3,169 from 2,632
Change+537 (+20%)
Value$2.9M (+$191.3K)
Filed 2026-10-19
Patton Fund Management, Inc.
NEW
Shares3,164
Change+3,164
Value$2.8M
Filed 2026-10-13
Hardy Reed LLC
INCREASED
Shares3,150 from 2,040
Change+1,110 (+54%)
Value$2.8M (+$772.9K)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,140 from 3,141
Change-1 (0%)
Value$2.8M (-$349.3K)
Filed 2026-10-16
Banque Pictet & CIE SA
DECREASED
Shares3,106 from 3,225
Change-119 (-4%)
Value$2.8M (-$465.2K)
Filed 2026-10-16
Legacy Financial Independent Advisors LLC
INCREASED
Shares3,075 from 368
Change+2,707 (+736%)
Value$2.8M (+$2.4M)
Filed 2026-11-02
Traynor Capital Management, Inc.
DECREASED
Shares3,061 from 3,083
Change-22 (-1%)
Value$2.8M (-$362.1K)
Filed 2026-10-29
Altman Advisors, Inc.
INCREASED
Shares3,056 from 3,041
Change+15 (+0%)
Value$2.8M (-$323.9K)
Filed 2026-11-05
Smith Salley Wealth Management
INCREASED
Shares3,047 from 2,856
Change+191 (+7%)
Value$2.7M (-$145.1K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
INCREASED
Shares3,043 from 2,988
Change+55 (+2%)
Value$2.7M (-$282.9K)
Filed 2026-10-16
Huntleigh Advisors, Inc.
NEW
Shares3,033
Change+3,033
Value$2.7M
Filed 2026-11-03
Temasek Holdings (Private) Ltd
DECREASED
Shares3,021 from 9,233
Change-6,212 (-67%)
Value$2.7M (-$6.6M)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares2,999 from 2,807
Change+192 (+7%)
Value$2.6M (-$204.4K)
Filed 2026-10-15
Sierra Summit Advisors LLC
INCREASED
Shares2,990 from 2,862
Change+128 (+4%)
Value$2.7M (-$202.5K)
Filed 2026-10-28
Associated Banc-Corp
INCREASED
Shares2,980 from 2,840
Change+140 (+5%)
Value$2.7M (-$189.2K)
Filed 2026-10-30
LFG Wealth Partners, LLC
INCREASED
Shares2,976 from 2,627
Change+349 (+13%)
Value$2.7M (+$23.0K)
Filed 2026-10-28
Coastline Trust Co
DECREASED
Shares2,961 from 3,218
Change-257 (-8%)
Value$2.7M (-$588.6K)
Filed 2026-10-01
Wincap Financial LLC
INCREASED
Shares2,957 from 2,864
Change+93 (+3%)
Value$2.7M (-$234.0K)
Filed 2026-10-20
Royal Fund Management, LLC
INCREASED
Shares2,948 from 2,891
Change+57 (+2%)
Value$2.7M (-$269.6K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED
Shares2,947 from 3,456
Change-509 (-15%)
Value$2.7M (-$841.9K)
Filed 2026-10-23
CWC Advisors, Llc.
INCREASED
Shares2,937 from 2,935
Change+2 (+0%)
Value$2.6M (-$324.0K)
Filed 2026-10-15
MBL Wealth, LLC
INCREASED
Shares2,929 from 2,372
Change+557 (+23%)
Value$2.6M (+$238.3K)
Filed 2026-10-22
Meridian Wealth Management, LLC
INCREASED
Shares2,925 from 2,909
Change+16 (+1%)
Value$2.6M (-$308.0K)
Filed 2026-11-05
V-Square Quantitative Management LLC
INCREASED
Shares2,923 from 2,809
Change+114 (+4%)
Value$2.6M (-$209.2K)
Filed 2026-10-15
Frank, Rimerman Advisors LLC
DECREASED
Shares2,899 from 2,903
Change-4 (0%)
Value$2.6M (-$325.9K)
Filed 2026-10-16
Xcel Wealth Management, LLC
DECREASED
Shares2,887 from 2,918
Change-31 (-1%)
Value$2.6M (-$351.8K)
Filed 2026-10-26
Bahl & Gaynor LLC
INCREASED
Shares2,872 from 2,868
Change+4 (+0%)
Value$2.6M (-$314.8K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares2,870 from 3,030
Change-160 (-5%)
Value$2.6M (-$479.1K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED
Shares2,870 from 2,870
Change0 (0%)
Value$2.6M (-$318.6K)
Filed 2026-11-03
Avity Investment Management Inc.
DECREASED
Shares2,869 from 2,872
Change-3 (0%)
Value$2.6M (-$321.5K)
Filed 2026-10-09
Gen-Wealth Partners Inc
DECREASED
Shares2,863 from 3,188
Change-325 (-10%)
Value$2.6M (-$646.5K)
Filed 2026-11-04
Ninety One UK Ltd
DECREASED
Shares2,841 from 233,592
Change-230,751 (-99%)
Value$2.6M (-$233.7M)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares2,812 from 95
Change+2,717 (+2860%)
Value$2.5M (+$2.4M)
Filed 2026-11-03
Avestar Capital, LLC
DECREASED
Shares2,805 from 3,084
Change-279 (-9%)
Value$2.5M (-$593.7K)
Filed 2026-10-28
BankPlus Trust Department
INCREASED
Shares2,794 from 2,683
Change+111 (+4%)
Value$2.5M (-$197.9K)
Filed 2026-11-06
Hartline Investment Corp/
INCREASED
Shares2,791 from 1,405
Change+1,386 (+99%)
Value$2.5M (+$1.1M)
Filed 2026-10-29
Nicholas Hoffman & Company, Llc.
INCREASED
Shares2,769 from 2,603
Change+166 (+6%)
Value$2.5M (-$140.1K)
Filed 2026-10-30
Investment Partners Asset Management, Inc.
DECREASED
Shares2,767 from 2,784
Change-17 (-1%)
Value$2.5M (-$324.4K)
Filed 2026-10-09
Spirit of America Management Corp
UNCHANGED
Shares2,765 from 2,765
Change0 (0%)
Value$2.5M (-$306.9K)
Filed 2026-10-14
Retirement Planning Co of New England, Inc.
DECREASED
Shares2,764 from 2,796
Change-32 (-1%)
Value$2.5M (-$338.6K)
Filed 2026-10-15
Terra Nova Asset Management LLC
INCREASED
Shares2,762 from 2,703
Change+59 (+2%)
Value$2.5M (-$246.3K)
Filed 2026-10-13
Beaumont Asset Management, L.L.C.
INCREASED
Shares2,759 from 2,650
Change+109 (+4%)
Value$2.5M (-$196.0K)
Filed 2026-10-16
Eastern Bank
DECREASED
Shares2,744 from 9,678
Change-6,934 (-72%)
Value$2.5M (-$7.3M)
Filed 2026-10-05
Vivid Wealth Management, LLC
DECREASED
Shares2,744 from 2,793
Change-49 (-2%)
Value$2.5M (-$354.0K)
Filed 2026-10-27
Montecito Bank & Trust
DECREASED
Shares2,739 from 2,744
Change-5 (0%)
Value$2.5M (-$309.1K)
Filed 2026-10-01
Cigna Investments Inc
DECREASED
Shares2,719 from 2,738
Change-19 (-1%)
Value$2.4M (-$321.0K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares2,672 from 2,613
Change+59 (+2%)
Value$2.4M (-$237.7K)
Filed 2026-10-21
Citizens National Bank Trust Department
INCREASED
Shares2,665 from 2,427
Change+238 (+10%)
Value$2.4M (-$55.1K)
Filed 2026-11-04
Fideuram Asset Management (Ireland) dac
DECREASED
Shares2,644 from 12,610
Change-9,966 (-79%)
Value$2.7M (-$10.9M)
Filed 2026-10-29
Moody National Bank Trust Division
DECREASED
Shares2,643 from 2,884
Change-241 (-8%)
Value$2.4M (-$537.1K)
Filed 2026-10-06
Congress Park Capital LLC
DECREASED
Shares2,638 from 2,662
Change-24 (-1%)
Value$2.4M (-$316.9K)
Filed 2026-10-13
Rose Capital Advisors LLC
INCREASED
Shares2,627 from 2,327
Change+300 (+13%)
Value$2.4M (+$11.4K)
Filed 2026-11-04
Balboa Wealth Partners
DECREASED
Shares2,609 from 2,971
Change-362 (-12%)
Value$2.3M (-$656.1K)
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares2,609 from 2,389
Change+220 (+9%)
Value$2.3M (-$67.1K)
Filed 2026-10-27
Chatham Capital Group, Inc.
INCREASED
Shares2,599 from 2,324
Change+275 (+12%)
Value$2.3M (-$10.4K)
Filed 2026-10-16
Kintegral Advisory, LLC
INCREASED
Shares2,598 from 2,584
Change+14 (+1%)
Value$2.3M (-$274.2K)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares2,592 from 3,207
Change-615 (-19%)
Value$2.3M (-$985.0K)
Filed 2026-10-30
TBH Global Asset Management, LLC
DECREASED
Shares2,590 from 2,785
Change-195 (-7%)
Value$2.3M (-$484.7K)
Filed 2026-11-03
Rezny Wealth Management, Inc.
INCREASED
Shares2,586 from 2,538
Change+48 (+2%)
Value$2.3M (-$238.5K)
Filed 2026-10-15
Odyssey Capital Advisors, Inc.
DECREASED
Shares2,583 from 2,585
Change-2 (0%)
Value$2.3M (-$288.4K)
Filed 2026-10-26
Ibex Wealth Advisors
DECREASED
Shares2,576 from 8,256
Change-5,680 (-69%)
Value$2.3M (-$6.0M)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED
Shares2,571 from 2,448
Change+123 (+5%)
Value$2.3M (-$159.0K)
Filed 2026-11-05
Harmony Asset Management LLC
DECREASED
Shares2,565 from 2,573
Change-8 (0%)
Value$2.3M (-$292.6K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares2,563
Change+2,563
Value$2.3M
Filed 2026-11-04
CX Institutional
DECREASED
Shares2,550 from 11,361
Change-8,811 (-78%)
Value$2.3K (-$9.2K)
Filed 2026-10-02
Lewis Asset Management, LLC
INCREASED
Shares2,539 from 2,520
Change+19 (+1%)
Value$2.3M (-$262.2K)
Filed 2026-10-14
Mill Capital Management, LLC
UNCHANGED
Shares2,539 from 2,539
Change0 (0%)
Value$2.3M (-$281.9K)
Filed 2026-10-26
Victory Financial Group, LLC
DECREASED
Shares2,533 from 2,549
Change-16 (-1%)
Value$2.3M (-$296.8K)
Filed 2026-10-27
Aprio Wealth Management, LLC
INCREASED
Shares2,529 from 2,351
Change+178 (+8%)
Value$2.3M (-$100.7K)
Filed 2026-10-28
Central Trust Co
DECREASED
Shares2,529 from 2,636
Change-107 (-4%)
Value$2.3M (-$389.0K)
Filed 2026-11-05
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares2,515 from 2,425
Change+90 (+4%)
Value$2.3M (-$188.2K)
Filed 2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares2,513 from 2,418
Change+95 (+4%)
Value$2.3M (-$182.9K)
Filed 2026-10-21
HCR Wealth Advisors
INCREASED
Shares2,501 from 2,413
Change+88 (+4%)
Value$2.3M (-$188.5K)
Filed 2026-10-15
Tranquility Partners, LLC
DECREASED
Shares2,501 from 2,512
Change-11 (0%)
Value$2.3M (-$288.8K)
Filed 2026-10-20
Souders Financial Advisors
INCREASED
Shares2,497 from 2,485
Change+12 (+0%)
Value$2.2M (-$264.6K)
Filed 2026-11-03
Fiduciary Alliance LLC
INCREASED
Shares2,489 from 2,484
Change+5 (+0%)
Value$2.2M (-$270.8K)
Filed 2026-10-13
Uncommon Cents Investing Inc
INCREASED
Shares2,487 from 2,475
Change+12 (+0%)
Value$2.2M (-$263.9K)
Filed 2026-10-20
Independent Solutions Wealth Management, LLC
DECREASED
Shares2,469 from 2,517
Change-48 (-2%)
Value$2.2M (-$322.6K)
Filed 2026-10-28
Zullo Investment Group, Inc.
INCREASED
Shares2,460 from 2,436
Change+24 (+1%)
Value$2.2M (-$248.8K)
Filed 2026-10-20
Peoples Financial Services Corp.
DECREASED
Shares2,458 from 2,533
Change-75 (-3%)
Value$2.2M (-$348.7K)
Filed 2026-10-20
Leisure Capital Management
UNCHANGED
Shares2,437 from 2,437
Change0 (0%)
Value$2.2M (-$270.5K)
Filed 2026-11-03
Moneco Advisors, LLC
DECREASED
Shares2,435 from 2,449
Change-14 (-1%)
Value$2.2M (-$285.3K)
Filed 2026-11-05
Semus Wealth Partners LLC
INCREASED
Shares2,434 from 2,007
Change+427 (+21%)
Value$2.2M (+$161.4K)
Filed 2026-10-22
Hunter Associates Investment Management LLC
INCREASED
Shares2,421 from 2,306
Change+115 (+5%)
Value$2.2M (-$118.0K)
Filed 2026-10-26
Burke & Herbert Bank & Trust Co
DECREASED
Shares2,414 from 2,493
Change-79 (-3%)
Value$2.2M (-$347.9K)
Filed 2026-11-02
180 Wealth Advisors, LLC
DECREASED
Shares2,395 from 2,511
Change-116 (-5%)
Value$2.2M (-$383.1K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares2,395 from 2,375
Change+20 (+1%)
Value$2.2M (-$245.6K)
Filed 2026-11-03
Wellington Grp LLC
INCREASED
Shares2,388 from 1,930
Change+458 (+24%)
Value$2.2M (+$198.1K)
Filed 2026-11-06
Convergence Financial, LLC
DECREASED
Shares2,367 from 4,913
Change-2,546 (-52%)
Value$2.1M (-$2.8M)
Filed 2026-10-27
Nikulski Financial, Inc.
DECREASED
Shares2,366 from 2,519
Change-153 (-6%)
Value$2.1M (-$417.3K)
Filed 2026-11-06
Zions Bancorporation, National Association
DECREASED
Shares2,360 from 4,010
Change-1,650 (-41%)
Value$2.1M (-$1.9M)
Filed 2026-11-06
Portfolio Design Labs, LLC
INCREASED
Shares2,354 from 2,335
Change+19 (+1%)
Value$2.1M (-$242.1K)
Filed 2026-11-04
Kuhn & Co Investment Counsel
INCREASED
Shares2,352 from 2,329
Change+23 (+1%)
Value$2.1M (-$238.0K)
Filed 2026-10-29
Waterway Wealth Management, LLC
INCREASED
Shares2,334 from 2,065
Change+269 (+13%)
Value$2.1M (+$12.3K)
Filed 2026-10-28
Machina Capital S.A.S.
NEW
Shares2,324
Change+2,324
Value$2.1M
Filed 2026-11-05
Fulton Bank, N.A.
DECREASED
Shares2,317 from 3,516
Change-1,199 (-34%)
Value$2.1M (-$1.5M)
Filed 2026-10-14
Secure Asset Management, LLC
INCREASED
Shares2,314 from 2,272
Change+42 (+2%)
Value$2.1M (-$214.3K)
Filed 2026-10-19
Trueblood Wealth Management, LLC
DECREASED
Shares2,309 from 2,328
Change-19 (-1%)
Value$2.1M (-$274.9K)
Filed 2026-10-23
Personal CFO Solutions, LLC
DECREASED
Shares2,302 from 2,425
Change-123 (-5%)
Value$2.1M (-$380.4K)
Filed 2026-11-06
WoodTrust Financial Corp
DECREASED
Shares2,292 from 2,375
Change-83 (-3%)
Value$2.1K (-$2.4M)
Filed 2026-10-09
Apella Capital, LLC
INCREASED
Shares2,289 from 1,052
Change+1,237 (+118%)
Value$2.0M (+$933.9K)
Filed 2026-10-08
AlpenGlobal Capital LLC
INCREASED
Shares2,269 from 2,017
Change+252 (+12%)
Value$2.0M (+$3.0K)
Filed 2026-11-06
Chicago Capital, LLC
DECREASED
Shares2,268 from 2,348
Change-80 (-3%)
Value$2.0M (-$332.7K)
Filed 2026-10-13
XXI Wealth, LLC
INCREASED
Shares2,255 from 2,087
Change+168 (+8%)
Value$2.0M (-$80.4K)
Filed 2026-10-22
Elyxium Wealth, LLC
INCREASED
Shares2,247 from 2,187
Change+60 (+3%)
Value$2.0M (-$188.7K)
Filed 2026-10-27
Arista Wealth Management, LLC
INCREASED
Shares2,232 from 2,219
Change+13 (+1%)
Value$2.0M (-$234.6K)
Filed 2026-10-29
AUA Capital Management, LLC
UNCHANGED
Shares2,229 from 2,229
Change0 (0%)
Value$2.0M (-$247.4K)
Filed 2026-10-15
Perpetual Ltd
DECREASED
Shares2,228 from 29,989
Change-27,761 (-93%)
Value$2.0M (-$28.3M)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares2,227 from 2,487
Change-260 (-10%)
Value$2.0M (-$508.1K)
Filed 2026-10-14
Willner & Heller, LLC
DECREASED
Shares2,226 from 2,323
Change-97 (-4%)
Value$2.0M (-$345.4K)
Filed 2026-10-28
Laurion Capital Management LP
NEW
Shares2,216
Change+2,216
Value$2.0M
Filed 2026-10-30
Cooper Financial Group
DECREASED
Shares2,202 from 2,668
Change-466 (-17%)
Value$2.0M (-$715.6K)
Filed 2026-10-07
Howard Capital Management, LLC
DECREASED
Shares2,159 from 2,181
Change-22 (-1%)
Value$1.9M (-$261.9K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares2,156 from 2,129
Change+27 (+1%)
Value$1.9M (-$211.7K)
Filed 2026-10-29
Tctc Holdings, LLC
INCREASED
Shares2,150 from 1,960
Change+190 (+10%)
Value$1.9M (-$46.5K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares2,146 from 2,149
Change-3 (0%)
Value$1.9M (-$247.4K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
DECREASED
Shares2,127 from 2,405
Change-278 (-12%)
Value$1.9M (-$551.7K)
Filed 2026-10-26
Bank of Stockton
INCREASED
Shares2,125 from 2,092
Change+33 (+2%)
Value$1.9M (-$202.5K)
Filed 2026-10-20
Bison Wealth, LLC
INCREASED
Shares2,123 from 1,752
Change+371 (+21%)
Value$1.9M (+$49.7K)
Filed 2026-10-13
Alta Advisers Ltd
INCREASED
Shares2,115 from 1,138
Change+977 (+86%)
Value$1.9M (+$753.3K)
Filed 2026-11-02
Lakeshore Capital Group, Inc.
INCREASED
Shares2,104 from 2,028
Change+76 (+4%)
Value$1.9M (-$156.4K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares2,099 from 1,728
Change+371 (+21%)
Value$1.9M (+$142.2K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares2,096 from 2,173
Change-77 (-4%)
Value$1.9M (-$310.6K)
Filed 2026-10-15
Partners Wealth Management, LLC
INCREASED
Shares2,092 from 300
Change+1,792 (+597%)
Value$1.9M (+$1.6M)
Filed 2026-10-28
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares2,074 from 2,059
Change+15 (+1%)
Value$1.9M (-$214.9K)
Filed 2026-10-08
Finivi Inc.
INCREASED
Shares2,067 from 2,045
Change+22 (+1%)
Value$1.9M (-$207.3K)
Filed 2026-10-13
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares2,060 from 1,916
Change+144 (+8%)
Value$1.9M (-$83.0K)
Filed 2026-11-02
Groesbeck Investment Management Corp
DECREASED
Shares2,052 from 2,088
Change-36 (-2%)
Value$1.8M (+$1.8M)
Filed 2026-10-26
Grant Private Wealth Management Inc
INCREASED
Shares2,050 from 1,013
Change+1,037 (+102%)
Value$1.8M (+$821.1K)
Filed 2026-10-19
American State Bank (Iowa)
INCREASED
Shares2,046 from 1,949
Change+97 (+5%)
Value$1.8M (-$129.0K)
Filed 2026-11-03
Princeton Global Asset Management LLC
DECREASED
Shares2,043 from 2,047
Change-4 (0%)
Value$1.8M (-$231.2K)
Filed 2026-10-21
Beacon Financial Advisory LLC
DECREASED
Shares2,042 from 2,111
Change-69 (-3%)
Value$1.8M (-$296.5K)
Filed 2026-10-16
Victrix Investment Advisors
DECREASED
Shares2,027 from 2,098
Change-71 (-3%)
Value$1.8M (-$296.8K)
Filed 2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED
Shares2,026 from 2,076
Change-50 (-2%)
Value$1.8M (-$275.5K)
Filed 2026-10-28
Jacobi Capital Management LLC
INCREASED
Shares2,023 from 1,998
Change+25 (+1%)
Value$1.8M (-$199.1K)
Filed 2026-11-05
Brian LOW Financial Group, LLC
INCREASED
Shares2,017 from 1,832
Change+185 (+10%)
Value$1.8M (-$36.8K)
Filed 2026-10-28
Corrado Advisors, LLC
DECREASED
Shares2,004 from 2,214
Change-210 (-9%)
Value$1.8M (-$434.8K)
Filed 2026-10-27
Aubrey Capital Management Ltd
NEW
Shares2,000
Change+2,000
Value$1.8M
Filed 2026-10-19
Community Bank, N.A.
INCREASED
Shares1,998 from 1,968
Change+30 (+2%)
Value$1.8M (-$191.5K)
Filed 2026-11-06
Meadowbrook Wealth Management, LLC
DECREASED
Shares1,994 from 2,232
Change-238 (-11%)
Value$1.8M (-$462.1K)
Filed 2026-10-08
Chung Wu Investment Group, LLC
INCREASED
Shares1,985 from 1,785
Change+200 (+11%)
Value$1.8M (-$18.1K)
Filed 2026-11-03
Herold Advisors, Inc.
INCREASED
Shares1,984 from 1,825
Change+159 (+9%)
Value$1.8M (-$57.7K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares1,981 from 1,971
Change+10 (+1%)
Value$1.8M (-$210.4K)
Filed 2026-11-04
LVW Advisors, LLC
DECREASED
Shares1,980 from 2,090
Change-110 (-5%)
Value$1.8M (-$331.1K)
Filed 2026-10-19
Cadinha & Co LLC
INCREASED
Shares1,965 from 1,920
Change+45 (+2%)
Value$1.8M (-$172.6K)
Filed 2026-10-22
International Private Wealth Advisors LLC
NEW
Shares1,964
Change+1,964
Value$1.8M
Filed 2026-11-05
PW Nova Financial Services LLC
INCREASED
Shares1,960 from 1,876
Change+84 (+4%)
Value$1.8M (-$133.1K)
Filed 2026-10-15
Corundum Group, Inc.
INCREASED
Shares1,957 from 1,897
Change+60 (+3%)
Value$1.8M (-$156.6K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED
Shares1,952 from 1,898
Change+54 (+3%)
Value$1.8M (-$161.8K)
Filed 2026-10-08
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,948 from 1,820
Change+128 (+7%)
Value$1.2M (+$285.6K)
Filed 2026-11-04
Catalyst Financial Partners LLC
INCREASED
Shares1,945 from 1,759
Change+186 (+11%)
Value$1.8M (-$27.8K)
Filed 2026-11-06
Cidel Asset Management Inc
DECREASED
Shares1,943 from 1,950
Change-7 (0%)
Value$1.7M (-$222.8K)
Filed 2026-10-29
Perryman Financial Advisory Inc
INCREASED
Shares1,941 from 1,818
Change+123 (+7%)
Value$1.7M (-$90.6K)
Filed 2026-10-16
Matrix Trust Co
UNCHANGED
Shares1,931 from 1,931
Change0 (0%)
Value$1.7K (-$214)
Filed 2026-10-07
First Citizens Financial Corp
UNCHANGED
Shares1,923 from 1,923
Change0 (0%)
Value$1.7M (-$213.5K)
Filed 2026-10-02
Indivisible Partners
DECREASED
Shares1,919 from 3,201
Change-1,282 (-40%)
Value$1.7M (-$1.5M)
Filed 2026-10-26
Wealth Advisory Solutions, LLC
UNCHANGED
Shares1,919 from 1,919
Change0 (0%)
Value$1.7M (-$213.0K)
Filed 2026-10-20
Live Oak Private Wealth LLC
DECREASED
Shares1,913 from 1,928
Change-15 (-1%)
Value$1.7M (-$227.5K)
Filed 2026-11-02
Angeles Wealth Management, LLC
INCREASED
Shares1,909 from 1,888
Change+21 (+1%)
Value$1.7M (-$190.7K)
Filed 2026-10-26
Essex Bank
DECREASED
Shares1,906 from 1,929
Change-23 (-1%)
Value$1.7M (-$234.8K)
Filed 2026-10-16
Fortitude Family Office, LLC
INCREASED
Shares1,902 from 463
Change+1,439 (+311%)
Value$1.7M (+$1.2M)
Filed 2026-10-14
Deltec Asset Management LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$1.7M (-$210.9K)
Filed 2026-10-26
Continental Advisors LLC
UNCHANGED
Shares1,893 from 1,893
Change0 (0%)
Value$1.7M (-$210.1K)
Filed 2026-10-13
BayBridge Capital Group, LLC
DECREASED
Shares1,888 from 2,220
Change-332 (-15%)
Value$1.7M (-$545.1K)
Filed 2026-10-13
1900 Wealth Management LLC
INCREASED
Shares1,886 from 1,434
Change+452 (+32%)
Value$1.7M (+$247.3K)
Filed 2026-10-13
Intesa Sanpaolo Wealth Management
INCREASED
Shares1,884 from 1,598
Change+286 (+18%)
Value$1.7M (+$80.1K)
Filed 2026-10-28
Bank of New Hampshire
INCREASED
Shares1,881 from 1,023
Change+858 (+84%)
Value$1.7M (+$658.9K)
Filed 2026-10-06
Flagship Harbor Advisors, LLC
INCREASED
Shares1,879 from 1,819
Change+60 (+3%)
Value$1.7M (-$148.1K)
Filed 2026-10-26
Castle Rock Wealth Management, LLC
DECREASED
Shares1,866 from 3,086
Change-1,220 (-40%)
Value$1.7M (-$1.5M)
Filed 2026-10-09
Ameliora Wealth Management Ltd.
DECREASED
Shares1,853 from 2,959
Change-1,106 (-37%)
Value$1.7M (-$1.3M)
Filed 2026-10-23
Mainstream Capital Management LLC
DECREASED
Shares1,851 from 1,890
Change-39 (-2%)
Value$1.7M (-$244.9K)
Filed 2026-10-23
Park Edge Advisors, LLC
INCREASED
Shares1,847 from 1,782
Change+65 (+4%)
Value$1.7M (-$139.3K)
Filed 2026-10-28
Bangor Savings Bank
DECREASED
Shares1,843 from 1,933
Change-90 (-5%)
Value$1.7M (-$295.6K)
Filed 2026-10-06
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,842 from 1,892
Change-50 (-3%)
Value$1.7M (-$255.0K)
Filed 2026-11-02
Certuity, LLC
INCREASED
Shares1,841 from 1,701
Change+140 (+8%)
Value$1.7M (-$58.1K)
Filed 2026-11-02
ZWJ Investment Counsel Inc
DECREASED
Shares1,837 from 1,904
Change-67 (-4%)
Value$1.7M (-$271.7K)
Filed 2026-10-15
Independence Bank of Kentucky
DECREASED
Shares1,837 from 1,866
Change-29 (-2%)
Value$1.7M (-$233.3K)
Filed 2026-10-26
First Financial Bank - Trust Division
DECREASED
Shares1,835 from 1,856
Change-21 (-1%)
Value$1.7M (-$224.9K)
Filed 2026-10-01
LS Investment Advisors, LLC
INCREASED
Shares1,833 from 747
Change+1,086 (+145%)
Value$1.7M (+$894.9K)
Filed 2026-10-13
Thayer Partners, LLC / MA
INCREASED
Shares1,833 from 1,829
Change+4 (+0%)
Value$1.7M (-$199.4K)
Filed 2026-11-06
First Horizon Corp
DECREASED
Shares1,819 from 1,823
Change-4 (0%)
Value$1.6M (-$206.0K)
Filed 2026-10-26
Summit Global Investments
INCREASED
Shares1,814 from 922
Change+892 (+97%)
Value$1.6M (+$700.0K)
Filed 2026-10-28
Greenspring Advisors, LLC
INCREASED
Shares1,808 from 1,796
Change+12 (+1%)
Value$1.6M (-$189.0K)
Filed 2026-11-05
Pines Wealth Management, LLC
DECREASED
Shares1,802 from 1,972
Change-170 (-9%)
Value$1.6M (-$371.9K)
Filed 2026-10-21
Everest Financial Group LLC
DECREASED
Shares1,802 from 1,839
Change-37 (-2%)
Value$1.6M (-$237.3K)
Filed 2026-11-06
Rossmore Private Capital
INCREASED
Shares1,795 from 1,675
Change+120 (+7%)
Value$1.6M (-$77.9K)
Filed 2026-10-27
Klingman & Associates, LLC
INCREASED
Shares1,790 from 1,494
Change+296 (+20%)
Value$1.6M (+$100.9K)
Filed 2026-10-20
Waters Parkerson & Co., LLC
INCREASED
Shares1,788 from 1,716
Change+72 (+4%)
Value$1.6M (-$125.7K)
Filed 2026-11-04
Western Financial Corp
DECREASED
Shares1,784 from 6,056
Change-4,272 (-71%)
Value$1.6M (-$4.5M)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares1,782 from 1,791
Change-9 (0%)
Value$1.6M (-$206.8K)
Filed 2026-10-26
Old Mission Investment Co LLC
INCREASED
Shares1,773 from 1,769
Change+4 (+0%)
Value$1.6M (-$193.0K)
Filed 2026-10-22
Kelleher Financial Advisors
DECREASED
Shares1,768 from 3,525
Change-1,757 (-50%)
Value$1.6M (-$2.0M)
Filed 2026-10-30
Fulcrum Asset Management LLP
INCREASED
Shares1,766 from 1,415
Change+351 (+25%)
Value$1.6M (+$174.5K)
Filed 2026-11-04
Gryphon Financial Partners LLC
INCREASED
Shares1,764 from 1,704
Change+60 (+4%)
Value$1.6M (-$135.9K)
Filed 2026-11-04
Mather Group, Llc.
DECREASED
Shares1,761 from 1,835
Change-74 (-4%)
Value$1.6M (-$270.3K)
Filed 2026-10-14
Payden & Rygel
UNCHANGED
Shares1,760 from 1,760
Change0 (0%)
Value$1.6M (-$195.0K)
Filed 2026-10-28
Money Concepts Capital Corp
INCREASED
Shares1,751 from 1,676
Change+75 (+4%)
Value$1.6M (-$118.5K)
Filed 2026-11-06
Fiduciary Financial Group, LLC
INCREASED
Shares1,749 from 1,728
Change+21 (+1%)
Value$1.6M (-$172.3K)
Filed 2026-10-13
Columbia Asset Management
INCREASED
Shares1,743 from 1,742
Change+1 (+0%)
Value$1.6M (-$193.0K)
Filed 2026-10-19
Fragasso Financial Advisors Inc
DECREASED
Shares1,730 from 2,178
Change-448 (-21%)
Value$1.5M (-$653.3K)
Filed 2026-10-13
Tandemgrowth Financial Advisors LLC
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$1.6M (-$191.2K)
Filed 2026-11-05
Archford Capital Strategies, LLC
INCREASED
Shares1,721 from 1,031
Change+690 (+67%)
Value$1.5M (+$506.8K)
Filed 2026-10-19
Westhampton Capital, LLC
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$1.5M (-$189.8K)
Filed 2026-10-30
Fell Capital Management
DECREASED
Shares1,702 from 1,847
Change-145 (-8%)
Value$1.5M (-$335.6K)
Filed 2026-10-09
Chicago Trust Co NA
INCREASED
Shares1,696 from 1,033
Change+663 (+64%)
Value$1.5M (+$482.3K)
Filed 2026-10-28
RMR Capital Management, LLC
UNCHANGED
Shares1,696 from 1,696
Change0 (0%)
Value$1.5M (-$188.3K)
Filed 2026-10-23
Eukles Asset Management
INCREASED
Shares1,688 from 1,651
Change+37 (+2%)
Value$1.5M (-$149.7K)
Filed 2026-11-04
Realta Investment Advisors
INCREASED
Shares1,681 from 1,643
Change+38 (+2%)
Value$1.5M (-$148.2K)
Filed 2026-10-14
Citizens & Northern Corp
INCREASED
Shares1,675 from 1,185
Change+490 (+41%)
Value$1.5M (+$309.6K)
Filed 2026-11-06
PDS Planning, Inc
DECREASED
Shares1,672 from 1,733
Change-61 (-4%)
Value$1.5M (-$246.5K)
Filed 2026-11-03
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,672 from 1,698
Change-26 (-2%)
Value$1.5M (-$211.7K)
Filed 2026-10-20
Jessup Wealth Management, Inc
DECREASED
Shares1,664 from 1,894
Change-230 (-12%)
Value$1.5M (-$417.6K)
Filed 2026-10-20
Embree Financial Group
INCREASED
Shares1,656 from 1,644
Change+12 (+1%)
Value$1.5M (-$171.7K)
Filed 2026-10-22
Themes Management Co LLC
INCREASED
Shares1,655 from 1,032
Change+623 (+60%)
Value$1.5M (+$446.4K)
Filed 2026-10-29
Liberty Capital Management, Inc.
INCREASED
Shares1,655 from 1,615
Change+40 (+2%)
Value$1.5M (-$143.3K)
Filed 2026-11-02
Cardinal Point Capital Management ULC
INCREASED
Shares1,644 from 1,414
Change+230 (+16%)
Value$1.5M (+$50.0K)
Filed 2026-10-21
NewSquare Capital LLC
INCREASED
Shares1,638 from 1,506
Change+132 (+9%)
Value$1.5M (-$48.3K)
Filed 2026-11-06
M&G Plc
DECREASED
Shares1,634 from 2,253
Change-619 (-27%)
Value$1.5M (-$807.2K)
Filed 2026-11-04
CFS Investment Advisory Services, LLC
INCREASED
Shares1,627 from 1,623
Change+4 (+0%)
Value$1.5M (-$197.4K)
Filed 2026-10-19
Welch & Forbes LLC
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$1.5M (-$180.4K)
Filed 2026-11-04
Sidoxia Capital Management, LLC
INCREASED
Shares1,621 from 1,593
Change+28 (+2%)
Value$1.5M (-$151.6K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,615 from 1,490
Change+125 (+8%)
Value$1.5M (-$52.8K)
Filed 2026-10-27
Parrish Capital LLC
DECREASED
Shares1,602 from 1,728
Change-126 (-7%)
Value$1.4M (-$305.3K)
Filed 2026-10-01
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares1,600 from 1,760
Change-160 (-9%)
Value$1.4M (-$339.4K)
Filed 2026-11-06
Bluesphere Advisors LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$1.4M (-$177.6K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares1,598
Change+1,598
Value$1.4M
Filed 2026-10-26
Paladin Wealth, LLC
INCREASED
Shares1,595 from 1,587
Change+8 (+1%)
Value$1.4M (-$168.8K)
Filed 2026-10-23
West Branch Capital LLC
INCREASED
Shares1,593 from 1,423
Change+170 (+12%)
Value$1.4M (-$4.9K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares1,592 from 1,101
Change+491 (+45%)
Value$1.4M (+$319.9K)
Filed 2026-10-16
Evansbrook LLC
INCREASED
Shares1,586 from 1,554
Change+32 (+2%)
Value$1.4M (-$143.8K)
Filed 2026-10-16
PFC Capital Group, Inc.
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$1.4M (-$176.0K)
Filed 2026-11-06
Financial Security Advisor, Inc.
INCREASED
Shares1,581 from 1,578
Change+3 (+0%)
Value$1.4M (-$172.7K)
Filed 2026-11-03
Arlington Trust Co LLC
INCREASED
Shares1,577 from 135
Change+1,442 (+1068%)
Value$1.4M (+$1.3M)
Filed 2026-10-20
Investment Partners, Ltd.
INCREASED
Shares1,576 from 783
Change+793 (+101%)
Value$1.4M (+$627.6K)
Filed 2026-10-29
Olistico Wealth, LLC
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$1.4M (-$175.0K)
Filed 2026-10-05
Formidable Asset Management, LLC
DECREASED
Shares1,568 from 1,790
Change-222 (-12%)
Value$1.6M (+$71.9K)
Filed 2026-11-03
Fortune 45 LLC
INCREASED
Shares1,567 from 1,345
Change+222 (+17%)
Value$1.4M (+$48.7K)
Filed 2026-10-14
Point Windward Advisors Inc.
DECREASED
Shares1,555 from 1,560
Change-5 (0%)
Value$1.4M (-$177.7K)
Filed 2026-11-06
Signature Wealth Management Partners, LLC
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$1.4M (-$171.7K)
Filed 2026-10-21
Northbridge Financial Group, LLC
INCREASED
Shares1,532 from 1,238
Change+294 (+24%)
Value$1.4M (+$122.6K)
Filed 2026-11-05
Davidson Capital Management Inc.
INCREASED
Shares1,530 from 1,497
Change+33 (+2%)
Value$1.4M (-$136.5K)
Filed 2026-10-15
Revolve Wealth Partners, LLC
INCREASED
Shares1,529 from 1,505
Change+24 (+2%)
Value$1.4M (-$145.5K)
Filed 2026-10-23
KRS Capital Management, LLC
INCREASED
Shares1,521 from 1,369
Change+152 (+11%)
Value$1.4M (-$15.1K)
Filed 2026-10-16
Arwa LLC
DECREASED
Shares1,519 from 1,534
Change-15 (-1%)
Value$1.4M (-$326.2K)
Filed 2026-10-21
BIP Wealth, LLC
INCREASED
Shares1,518 from 1,485
Change+33 (+2%)
Value$1.4M (-$135.2K)
Filed 2026-10-22
Nicholas Wealth, Llc.
INCREASED
Shares1,504 from 1,420
Change+84 (+6%)
Value$1.4M (-$82.2K)
Filed 2026-10-26
U S Global Investors Inc
NEW
Shares1,500
Change+1,500
Value$1.4M
Filed 2026-10-22
Resonant Capital Advisors, LLC
INCREASED
Shares1,500 from 1,489
Change+11 (+1%)
Value$1.4M (-$155.4K)
Filed 2026-10-15
Pinion Investment Advisors, LLC
INCREASED
Shares1,484 from 1,472
Change+12 (+1%)
Value$1.3M (-$152.6K)
Filed 2026-11-04
Candriam S.C.A.
DECREASED
Shares1,480 from 1,628
Change-148 (-9%)
Value$1.3M (-$307.5K)
Filed 2026-11-03
United Advisor Group, LLC
DECREASED
Shares1,479 from 1,548
Change-69 (-4%)
Value$1.3M (-$233.9K)
Filed 2026-11-03
SLT Holdings LLC
DECREASED
Shares1,472 from 1,662
Change-190 (-11%)
Value$1.3M (-$355.6K)
Filed 2026-10-15
Genesee Capital Advisors, LLC
DECREASED
Shares1,472 from 1,493
Change-21 (-1%)
Value$1.3M (-$184.6K)
Filed 2026-10-20
Oak Asset Management, LLC
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$1.3M (-$163.2K)
Filed 2026-10-13
Karras Company, Inc.
DECREASED
Shares1,466 from 1,506
Change-40 (-3%)
Value$1.3M (-$203.7K)
Filed 2026-10-16
Gratus Wealth Advisors, LLC
DECREASED
Shares1,459 from 1,461
Change-2 (0%)
Value$1.3M (-$164.0K)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares1,457 from 1,456
Change+1 (+0%)
Value$1.3M (-$159.9K)
Filed 2026-10-02
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares1,455 from 1,455
Change0 (0%)
Value$1.3M (-$161.3K)
Filed 2026-10-22
Womack Financial LLC
DECREASED
Shares1,451 from 1,486
Change-35 (-2%)
Value$1.3M (-$196.5K)
Filed 2026-10-14
Fire Capital Management LLC
INCREASED
Shares1,451 from 1,423
Change+28 (+2%)
Value$1.3M (-$132.7K)
Filed 2026-10-27
Hudock, Inc.
INCREASED
Shares1,444 from 1,416
Change+28 (+2%)
Value$1.3M (-$132.1K)
Filed 2026-10-14
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$1.3M (-$159.5K)
Filed 2026-11-02
Root Financial Partners, LLC
INCREASED
Shares1,417 from 999
Change+418 (+42%)
Value$1.3M (+$265.5K)
Filed 2026-10-21
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$1.3M (-$157.2K)
Filed 2026-10-30
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares1,413 from 1,366
Change+47 (+3%)
Value$1.3M (-$109.3K)
Filed 2026-11-03
Eads & Heald Wealth Management
DECREASED
Shares1,408 from 1,451
Change-43 (-3%)
Value$1.3M (-$199.8K)
Filed 2026-10-29
Plancorp, LLC
INCREASED
Shares1,404 from 1,317
Change+87 (+7%)
Value$1.3M (-$121.5K)
Filed 2026-11-03
Yoffe Investment Management, LLC
UNCHANGED
Shares1,396 from 1,396
Change0 (0%)
Value$1.3M (-$155.0K)
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares1,391 from 1,422
Change-31 (-2%)
Value$1.3M (-$186.5K)
Filed 2026-10-20
Vigilare Wealth Management
DECREASED
Shares1,383 from 1,600
Change-217 (-14%)
Value$1.2M (-$373.0K)
Filed 2026-10-29
Oslo Pensjonsforsikring AS
INCREASED
Shares1,381 from 1,308
Change+73 (+6%)
Value$1.2M (-$79.5K)
Filed 2026-10-15
O'Domhnaill Enterprises, Inc.
DECREASED
Shares1,380 from 1,395
Change-15 (-1%)
Value$1.2M (-$168.4K)
Filed 2026-10-29
Gables Capital Management Inc.
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$1.2M (-$153.2K)
Filed 2026-11-04
Lebenthal Global Advisors, LLC
INCREASED
Shares1,378 from 913
Change+465 (+51%)
Value$1.2M (+$317.2K)
Filed 2026-10-28
Conning Inc.
DECREASED
Shares1,373 from 1,390
Change-17 (-1%)
Value$1.2M (-$169.6K)
Filed 2026-10-27
TrinityBridge Ltd
DECREASED
Shares1,371 from 1,421
Change-50 (-4%)
Value$1.2M (-$201.0K)
Filed 2026-10-30
AGF Management LTD
DECREASED
Shares1,367 from 326,297
Change-324,930 (-100%)
Value$1.2M (-$328.8M)
Filed 2026-11-03
Arcataur Capital Management LLC
DECREASED
Shares1,366 from 1,387
Change-21 (-2%)
Value$1.2M (-$172.9K)
Filed 2026-10-21
Weaver Capital Management LLC
DECREASED
Shares1,356 from 1,424
Change-68 (-5%)
Value$1.2M (+$16.3K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,356 from 1,372
Change-16 (-1%)
Value$1.2M (-$166.7K)
Filed 2026-10-27
Connecticut Wealth Management, LLC
INCREASED
Shares1,354 from 1,099
Change+255 (+23%)
Value$1.2M (+$107.6K)
Filed 2026-10-13
Crumly & Associates Inc.
DECREASED
Shares1,349 from 1,370
Change-21 (-2%)
Value$1.2M (-$171.0K)
Filed 2026-10-07
Freedom Day Solutions, LLC
DECREASED
Shares1,348 from 1,370
Change-22 (-2%)
Value$1.2M (-$171.8K)
Filed 2026-10-20
Stiles Financial Services Inc
INCREASED
Shares1,348 from 1,333
Change+15 (+1%)
Value$1.2M (-$135.2K)
Filed 2026-10-30
Titleist Asset Management, LLC
INCREASED
Shares1,345 from 1,309
Change+36 (+3%)
Value$1.2M (-$113.3K)
Filed 2026-10-08
Alliance Private Wealth, LLC
DECREASED
Shares1,335 from 1,655
Change-320 (-19%)
Value$1.2M (-$471.8K)
Filed 2026-10-20
Entrewealth, LLC
DECREASED
Shares1,331 from 2,431
Change-1,100 (-45%)
Value$1.2M (-$1.3M)
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED
Shares1,328 from 1,348
Change-20 (-1%)
Value$1.2M (-$167.7K)
Filed 2026-11-02
First Interstate Bank
INCREASED
Shares1,327 from 1,321
Change+6 (+0%)
Value$1.2M (-$141.2K)
Filed 2026-10-23
Delphi Management Inc
DECREASED
Shares1,323 from 1,351
Change-28 (-2%)
Value$1.2M (-$175.0K)
Filed 2026-11-05
Triad Wealth Partners, LLC
DECREASED
Shares1,322 from 1,381
Change-59 (-4%)
Value$1.2M (-$227.9K)
Filed 2026-10-26
China Universal Asset Management Co., Ltd.
INCREASED
Shares1,320 from 1,153
Change+167 (+14%)
Value$1.2M (+$43.3K)
Filed 2026-10-28
Lexington Hill Partners, LLC
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$1.2M (-$146.4K)
Filed 2026-10-13
Abacus Wealth Partners, LLC
INCREASED
Shares1,318 from 1,282
Change+36 (+3%)
Value$1.2M (-$109.9K)
Filed 2026-11-03
Vertrix Wealth Management, LLC
DECREASED
Shares1,302 from 1,325
Change-23 (-2%)
Value$1.2M (-$167.7K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares1,297 from 1,285
Change+12 (+1%)
Value$1.2M (-$131.8K)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
INCREASED
Shares1,294 from 835
Change+459 (+55%)
Value$1.2M (+$324.9K)
Filed 2026-10-22
May Hill Capital, LLC
DECREASED
Shares1,291 from 1,305
Change-14 (-1%)
Value$1.2M (-$157.5K)
Filed 2026-11-03
MCF Advisors LLC
INCREASED
Shares1,290 from 965
Change+325 (+34%)
Value$1.2M (+$185.5K)
Filed 2026-10-28
S-Bank Fund Management Ltd
INCREASED
Shares1,288 from 1,226
Change+62 (+5%)
Value$1.2M (-$80.3K)
Filed 2026-11-06
Windsor Capital Management, LLC
DECREASED
Shares1,284 from 1,320
Change-36 (-3%)
Value$1.2M (-$178.8K)
Filed 2026-10-13
Caldwell Trust Co
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$1.2M (-$142.5K)
Filed 2026-10-30
Rakuten Securities, Inc.
INCREASED
Shares1,278 from 823
Change+455 (+55%)
Value$1.2M (+$318.3K)
Filed 2026-11-02
Obermeyer Wealth Partners
DECREASED
Shares1,278 from 1,281
Change-3 (0%)
Value$1.2M (-$144.9K)
Filed 2026-10-21
3Chopt Investment Partners, LLC
INCREASED
Shares1,273 from 1,142
Change+131 (+11%)
Value$1.1M (-$8.8K)
Filed 2026-10-30
Providence First Trust Co
DECREASED
Shares1,260 from 1,893
Change-633 (-33%)
Value$1.1M (-$780.0K)
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,255 from 1,215
Change+40 (+3%)
Value$1.1M (-$103.2K)
Filed 2026-11-02
Wealth Management Partners, LLC
INCREASED
Shares1,252 from 1,208
Change+44 (+4%)
Value$1.1M (-$94.5K)
Filed 2026-10-21
Soundwatch Capital LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$1.1M (-$136.0K)
Filed 2026-11-04
Anchyra Partners LLC
INCREASED
Shares1,245 from 1,224
Change+21 (+2%)
Value$1.1M (-$117.0K)
Filed 2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares1,242 from 1,291
Change-49 (-4%)
Value$1.1M (-$187.5K)
Filed 2026-10-15
Ferguson Wellman Capital Management, Inc
INCREASED
Shares1,241 from 1,143
Change+98 (+9%)
Value$1.1M (-$38.6K)
Filed 2026-10-05
First Nebraska Trust Co
DECREASED
Shares1,240 from 1,243
Change-3 (0%)
Value$1.1M (-$140.7K)
Filed 2026-10-30
Guardian Investment Management
DECREASED
Shares1,231 from 1,293
Change-62 (-5%)
Value$1.1M (-$108.3K)
Filed 2026-10-23
Centerpoint Advisors, LLC
INCREASED
Shares1,218 from 863
Change+355 (+41%)
Value$1.1M (+$224.0K)
Filed 2026-11-05
High Net Worth Advisory Group LLC
DECREASED
Shares1,215 from 1,217
Change-2 (0%)
Value$1.1M (-$137.6K)
Filed 2026-10-26
SmartHarvest Portfolios, LLC
DECREASED
Shares1,212 from 1,445
Change-233 (-16%)
Value$1.1M (-$370.9K)
Filed 2026-10-26
Diversified Enterprises, LLC
INCREASED
Shares1,207 from 902
Change+305 (+34%)
Value$1.1M (+$174.5K)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
INCREASED
Shares1,206 from 74
Change+1,132 (+1530%)
Value$1.1M (+$1.0M)
Filed 2026-10-30
Sky Investment Group LLC
INCREASED
Shares1,205 from 1,168
Change+37 (+3%)
Value$1.1M (-$96.3K)
Filed 2026-10-30
Malaga Cove Capital, LLC
DECREASED
Shares1,202 from 1,210
Change-8 (-1%)
Value$1.1M (-$141.5K)
Filed 2026-10-23
Procyon Advisors, LLC
INCREASED
Shares1,201 from 1,174
Change+27 (+2%)
Value$1.1M (-$106.4K)
Filed 2026-10-21
RVW Wealth, LLC
INCREASED
Shares1,199 from 1,187
Change+12 (+1%)
Value$1.1M (-$120.9K)
Filed 2026-10-06
Central Pacific Bank - Trust Division
DECREASED
Shares1,198 from 3,081
Change-1,883 (-61%)
Value$1.1M (-$2.0M)
Filed 2026-10-06
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,195 from 962
Change+233 (+24%)
Value$1.1M (+$103.4K)
Filed 2026-10-20
Interchange Capital Partners, LLC
INCREASED
Shares1,195 from 1,145
Change+50 (+4%)
Value$1.1M (-$79.3K)
Filed 2026-10-28
Quilter Plc
INCREASED
Shares1,192 from 1,037
Change+155 (+15%)
Value$1.1M (+$24.4K)
Filed 2026-10-21
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$1.0M (-$154.8K)
Filed 2026-10-22
Cascade Investment Group, Inc.
INCREASED
Shares1,180 from 1,030
Change+150 (+15%)
Value$1.1M (+$20.7K)
Filed 2026-10-13
Shelton Wealth Management, LLC
DECREASED
Shares1,177 from 1,212
Change-35 (-3%)
Value$1.1M (-$166.1K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares1,176 from 1,159
Change+17 (+1%)
Value$1.1M (-$113.4K)
Filed 2026-10-13
Accurate Wealth Management, LLC
DECREASED
Shares1,174 from 2,158
Change-984 (-46%)
Value$1.0M (-$1.2M)
Filed 2026-10-20
Quintet Private Bank (Europe) S.A.
INCREASED
Shares1,170 from 794
Change+376 (+47%)
Value$1.1M (+$250.4K)
Filed 2026-10-08
Rosenberg Matthew Hamilton
INCREASED
Shares1,165 from 1,108
Change+57 (+5%)
Value$1.0M (-$71.7K)
Filed 2026-10-05
City State Bank
DECREASED
Shares1,158 from 1,197
Change-39 (-3%)
Value$1.0M (-$168.0K)
Filed 2026-10-20
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$1.0M (-$128.4K)
Filed 2026-10-26
Brandywine OAK Private Wealth LLC
INCREASED
Shares1,156 from 1,134
Change+22 (+2%)
Value$1.0M (-$106.3K)
Filed 2026-10-23
Manchester Capital Management LLC
INCREASED
Shares1,153 from 1,098
Change+55 (+5%)
Value$1.0M (-$72.4K)
Filed 2026-10-22
Worth Financial Advisory Group, LLC
DECREASED
Shares1,147 from 1,190
Change-43 (-4%)
Value$1.0M (-$170.8K)
Filed 2026-10-19
Evolution Wealth Advisors, LLC
INCREASED
Shares1,147 from 1,143
Change+4 (+0%)
Value$1.0M (-$123.3K)
Filed 2026-11-03
Sepio Capital, LP
DECREASED
Shares1,145 from 1,663
Change-518 (-31%)
Value$1.0M (-$650.5K)
Filed 2026-10-22
Nfsg Corp
DECREASED
Shares1,141 from 1,156
Change-15 (-1%)
Value$1.0M (-$141.9K)
Filed 2026-10-15
Earned Wealth Advisors, LLC
INCREASED
Shares1,139 from 1,063
Change+76 (+7%)
Value$1.0M (-$49.9K)
Filed 2026-11-06
Athena Wealth Management, LLC
INCREASED
Shares1,123 from 1,023
Change+100 (+10%)
Value$1.0M (-$24.0K)
Filed 2026-10-09
B.A. Schrock Wealth Management, Inc.
NEW
Shares1,122
Change+1,122
Value$1.0M
Filed 2026-10-15
Aspetuck Financial Management LLC
UNCHANGED
Shares1,116 from 1,116
Change0 (0%)
Value$1.0M (-$123.9K)
Filed 2026-11-04
JSF Financial, LLC
DECREASED
Shares1,114 from 1,144
Change-30 (-3%)
Value$1.0M (-$153.6K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares1,113 from 1,113
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
Ackerman Capital Advisors, LLC
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$999.4K (-$123.2K)
Filed 2026-10-30
Saxon Interests, Inc.
DECREASED
Shares1,107 from 1,415
Change-308 (-22%)
Value$996.4K (-$434.2K)
Filed 2026-10-26
TCV Trust & Wealth Management, Inc.
DECREASED
Shares1,107 from 1,136
Change-29 (-3%)
Value$996.7K (-$152.2K)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
INCREASED
Shares1,107 from 1,105
Change+2 (+0%)
Value$997.0K (-$120.4K)
Filed 2026-10-21
Colonial River Investments, LLC
INCREASED
Shares1,106 from 1,104
Change+2 (+0%)
Value$995.8K (-$120.8K)
Filed 2026-10-19
Tritonpoint Wealth, LLC
INCREASED
Shares1,097 from 1,048
Change+49 (+5%)
Value$987.7K (-$72.2K)
Filed 2026-10-19
Leuthold Group, LLC
INCREASED
Shares1,094 from 1,089
Change+5 (+0%)
Value$985.0K (-$116.4K)
Filed 2026-11-04
Lazari Capital Management, Inc.
DECREASED
Shares1,092 from 1,100
Change-8 (-1%)
Value$983.2K (-$129.3K)
Filed 2026-10-20
Opinicus Capital, Inc.
DECREASED
Shares1,092 from 1,099
Change-7 (-1%)
Value$982.9K (-$128.4K)
Filed 2026-10-28
Sulzberger Capital Advisors, Inc.
INCREASED
Shares1,091 from 626
Change+465 (+74%)
Value$982.3K (+$349.2K)
Filed 2026-10-20
Wealthcare Capital Partners, LLC
INCREASED
Shares1,085 from 1,080
Change+5 (+0%)
Value$976.8K (-$115.4K)
Filed 2026-10-21
Canopy Partners, LLC
DECREASED
Shares1,084 from 1,144
Change-60 (-5%)
Value$976.0K (-$181.1K)
Filed 2026-10-28
Lederer & Associates Investment Counsel
DECREASED
Shares1,080 from 1,135
Change-55 (-5%)
Value$972.0K (+$970.9K)
Filed 2026-10-23
Net Worth Advisory Group
DECREASED
Shares1,078 from 1,641
Change-563 (-34%)
Value$966.9K (-$692.4K)
Filed 2026-10-20
Third View Private Wealth, LLC
INCREASED
Shares1,075 from 967
Change+108 (+11%)
Value$967.9K (-$10.1K)
Filed 2026-10-30
Grandview Asset Management LLC
DECREASED
Shares1,070 from 1,691
Change-621 (-37%)
Value$963.2K (-$718.2K)
Filed 2026-10-19
Golden Reserve Retirement LLC
INCREASED
Shares1,070 from 959
Change+111 (+12%)
Value$963.3K (-$6.7K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares1,070 from 1,083
Change-13 (-1%)
Value$963.4K (-$131.5K)
Filed 2026-11-04
Boston Trust Walden Corp
DECREASED
Shares1,068 from 1,184
Change-116 (-10%)
Value$961.6K (-$235.9K)
Filed 2026-10-30
Allen Capital Group, LLC
INCREASED
Shares1,067 from 958
Change+109 (+11%)
Value$960.7K (-$8.2K)
Filed 2026-10-27
Kornitzer Capital Management Inc
DECREASED
Shares1,064 from 1,291
Change-227 (-18%)
Value$958.0K (-$347.7K)
Filed 2026-11-03
First Bank & Trust
INCREASED
Shares1,064 from 1,036
Change+28 (+3%)
Value$958.0K (-$89.8K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
INCREASED
Shares1,064 from 1,052
Change+12 (+1%)
Value$957.9K (-$106.3K)
Filed 2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares1,063 from 800
Change+263 (+33%)
Value$957.0K (+$148.0K)
Filed 2026-10-26
Legacy Bridge, LLC
UNCHANGED
Shares1,063 from 1,063
Change0 (0%)
Value$957.1K (-$118.0K)
Filed 2026-10-28
Sound Income Strategies, LLC
INCREASED
Shares1,061 from 563
Change+498 (+88%)
Value$936.1K (+$366.4K)
Filed 2026-10-09
TCI Wealth Advisors, Inc.
DECREASED
Shares1,051 from 1,073
Change-22 (-2%)
Value$946.3K (-$138.9K)
Filed 2026-10-30
Breakwater Capital Group
INCREASED
Shares1,046 from 946
Change+100 (+11%)
Value$941.8K (-$15.0K)
Filed 2026-10-09
Guardian Partners Inc.
DECREASED
Shares1,045 from 2,025
Change-980 (-48%)
Value$940.9K (-$1.1M)
Filed 2026-10-21
Regatta Capital Group, LLC
INCREASED
Shares1,041 from 980
Change+61 (+6%)
Value$937.6K (-$53.7K)
Filed 2026-10-23
Taylor Financial Group, Inc.
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$936.4K (-$115.5K)
Filed 2026-11-02
Curated Wealth Partners LLC
INCREASED
Shares1,035 from 283
Change+752 (+266%)
Value$931.9K (+$645.7K)
Filed 2026-10-15
Wagner Wealth Management, LLC
UNCHANGED
Shares1,031 from 1,031
Change0 (0%)
Value$927.9K (-$114.7K)
Filed 2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,030 from 1,171
Change-141 (-12%)
Value$927.7K (-$256.9K)
Filed 2026-10-28
T3 Companies, LLC
NEW
Shares1,029
Change+1,029
Value$926.5K
Filed 2026-10-22
Verus Wealth Management, LLC
NEW
Shares1,025
Change+1,025
Value$922.9K
Filed 2026-10-13
TSG Advice Partners, LLC
NEW
Shares1,022
Change+1,022
Value$1.0M
Filed 2026-10-29
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$920.2K (-$113.5K)
Filed 2026-10-21
Simon Quick Advisors, LLC
INCREASED
Shares1,020 from 517
Change+503 (+97%)
Value$918.1K (+$395.5K)
Filed 2026-10-26
AMG National Trust Bank
INCREASED
Shares1,016 from 995
Change+21 (+2%)
Value$914.8K (-$91.6K)
Filed 2026-11-05
Cromwell Holdings LLC
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$906.7K (-$111.8K)
Filed 2026-10-28
Washington Trust Co
DECREASED
Shares1,004 from 1,009
Change-5 (0%)
Value$904.0K (-$116.5K)
Filed 2026-10-22
Marks Group Wealth Management, Inc
INCREASED
Shares1,001 from 939
Change+62 (+7%)
Value$901.5K (-$48.6K)
Filed 2026-11-05
Kearns & Associates LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$900.4K (-$111.0K)
Filed 2026-10-09
Garrett Wealth Advisory Group, LLC
INCREASED
Shares989 from 988
Change+1 (+0%)
Value$890.5K (-$108.8K)
Filed 2026-10-22
Goldenstone Wealth Management LLC
INCREASED
Shares986 from 954
Change+32 (+3%)
Value$887.8K (-$77.1K)
Filed 2026-11-04
Orca Investment Management, LLC
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$886.9K (-$109.3K)
Filed 2026-10-29
Lavelle Capital LP
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$883.3K (-$108.9K)
Filed 2026-11-03
Parcion Private Wealth LLC
INCREASED
Shares980 from 434
Change+546 (+126%)
Value$882.4K (+$443.4K)
Filed 2026-10-28
WBH Advisory Inc
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$882.4K (-$108.8K)
Filed 2026-11-05
Hegarty Advisors, LLC
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$881.5K (-$108.7K)
Filed 2026-10-20
Cordatus Wealth Management LLC
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$880.6K (-$108.6K)
Filed 2026-10-19
Maltin Wealth Management, Inc.
INCREASED
Shares973 from 968
Change+5 (+1%)
Value$875.8K (-$102.9K)
Filed 2026-10-13
Chemung Canal Trust Co
INCREASED
Shares973 from 970
Change+3 (+0%)
Value$876.0K (-$105.0K)
Filed 2026-11-04
Abner Herrman & Brock LLC
INCREASED
Shares970 from 890
Change+80 (+9%)
Value$874.0K (+$873.1K)
Filed 2026-10-20
HBW Advisory Services LLC
INCREASED
Shares970 from 950
Change+20 (+2%)
Value$873.7K (-$87.3K)
Filed 2026-10-15
Ballast, Inc.
INCREASED
Shares970 from 965
Change+5 (+1%)
Value$873.3K (-$102.6K)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares968 from 1,082
Change-114 (-11%)
Value$871.3K (-$222.8K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
DECREASED
Shares966 from 967
Change-1 (0%)
Value$869.9K (-$107.8K)
Filed 2026-10-23
Harbour Capital Advisors, LLC
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$869.7K (-$149.6K)
Filed 2026-10-13
Carlson Financial, Inc.
DECREASED
Shares965 from 971
Change-6 (-1%)
Value$869.1K (-$112.6K)
Filed 2026-11-05
Financial Partners Group, Inc
DECREASED
Shares962 from 978
Change-16 (-2%)
Value$865.9K (-$122.8K)
Filed 2026-10-19
Chesley Taft & Associates LLC
DECREASED
Shares960 from 1,006
Change-46 (-5%)
Value$864.3K (-$153.1K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares959 from 858
Change+101 (+12%)
Value$863.1K (-$5.2K)
Filed 2026-10-08
55 North Private Wealth, LLC
INCREASED
Shares956 from 875
Change+81 (+9%)
Value$860.9K (-$24.2K)
Filed 2026-10-20
Romano Brothers and Company
INCREASED
Shares956 from 900
Change+56 (+6%)
Value$860.7K (-$49.5K)
Filed 2026-10-22
Clearwave Capital, LLC
INCREASED
Shares956 from 952
Change+4 (+0%)
Value$861.1K (-$101.6K)
Filed 2026-10-27
Etesian Wealth Advisors, Inc.
DECREASED
Shares952 from 976
Change-24 (-2%)
Value$857.1K (-$130.0K)
Filed 2026-10-27
Davis Investment Partners, LLC
INCREASED
Shares946 from 945
Change+1 (+0%)
Value$852.1K (-$103.7K)
Filed 2026-11-05
Douglas Lane & Associates, LLC
DECREASED
Shares945 from 975
Change-30 (-3%)
Value$851.2K (-$135.3K)
Filed 2026-10-09
Summit Wealth Group LLC / Co
INCREASED
Shares942 from 783
Change+159 (+20%)
Value$847.9K (+$55.6K)
Filed 2026-10-29
Boltwood Capital Management
INCREASED
Shares941 from 823
Change+118 (+14%)
Value$847.2K (+$14.9K)
Filed 2026-10-02
Avidian Wealth Enterprises, LLC
DECREASED
Shares940 from 946
Change-6 (-1%)
Value$846.2K (-$110.8K)
Filed 2026-10-08
Signature Estate & Investment Advisors LLC
INCREASED
Shares937 from 917
Change+20 (+2%)
Value$843.9K (-$83.7K)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares935 from 561
Change+374 (+67%)
Value$841.7K (+$274.4K)
Filed 2026-11-02
Anderson Hoagland & Co
DECREASED
Shares931 from 1,413
Change-482 (-34%)
Value$829.8K (-$599.3K)
Filed 2026-10-23
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$838.0K (-$103.0K)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares928 from 1,551
Change-623 (-40%)
Value$835.9K (-$732.6K)
Filed 2026-10-08
Tsfg, LLC
INCREASED
Shares923 from 820
Change+103 (+13%)
Value$831.0K (+$2.0K)
Filed 2026-10-23
Lauterbach Financial Advisors, LLC
INCREASED
Shares921 from 916
Change+5 (+1%)
Value$829.2K (-$97.4K)
Filed 2026-10-21
Income Insurance Ltd
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$829.2K (-$102.2K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED
Shares919 from 981
Change-62 (-6%)
Value$827.6K (-$164.7K)
Filed 2026-10-16
Clear Wave Wealth Management LLC
DECREASED
Shares916 from 930
Change-14 (-2%)
Value$824.7K (-$115.8K)
Filed 2026-11-04
Atlas Brown,Inc.
INCREASED
Shares910 from 716
Change+194 (+27%)
Value$819.7K (+$95.2K)
Filed 2026-10-09
Key Client Fiduciary Advisors, LLC
DECREASED
Shares908 from 941
Change-33 (-4%)
Value$817.2K (-$134.2K)
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
DECREASED
Shares903 from 926
Change-23 (-2%)
Value$813.0K (-$123.5K)
Filed 2026-10-19
Sherman Asset Management, Inc.
INCREASED
Shares900 from 219
Change+681 (+311%)
Value$810.3K (+$588.8K)
Filed 2026-11-05
NBH Bank
DECREASED
Shares897 from 950
Change-53 (-6%)
Value$807.6K (-$153.2K)
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$807.8K (-$99.6K)
Filed 2026-10-22
Abel Hall, LLC
INCREASED
Shares891 from 889
Change+2 (+0%)
Value$802.6K (-$96.9K)
Filed 2026-10-19
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$802.2K (-$98.9K)
Filed 2026-11-02
Myriad Asset Management US LP
UNCHANGED
Shares889 from 889
Change0 (0%)
Value$800.0K (-$99.0K)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$799.6K (-$98.2K)
Filed 2026-10-23
Northcape Wealth Management, LLC
DECREASED
Shares887 from 1,241
Change-354 (-29%)
Value$798.6K (-$456.5K)
Filed 2026-11-04
Global Financial Private Client, LLC
INCREASED
Shares887 from 883
Change+4 (+0%)
Value$798.9K (-$94.5K)
Filed 2026-10-15
BankPlus Wealth Management LLC
INCREASED
Shares883 from 866
Change+17 (+2%)
Value$795.6K (-$81.1K)
Filed 2026-10-13
RED Lighthouse Investment Management, LLC
DECREASED
Shares877 from 879
Change-2 (0%)
Value$789.6K (-$99.4K)
Filed 2026-11-02
Diversified Portfolios, Inc.
INCREASED
Shares874 from 624
Change+250 (+40%)
Value$786.9K (+$155.8K)
Filed 2026-11-04
Bull Street Advisors, LLC
DECREASED
Shares874 from 878
Change-4 (0%)
Value$787.0K (-$101.0K)
Filed 2026-10-20
Regent Peak Wealth Advisors LLC
INCREASED
Shares872 from 838
Change+34 (+4%)
Value$785.2K (-$62.3K)
Filed 2026-10-13
Financial Management Network Inc
DECREASED
Shares870 from 881
Change-11 (-1%)
Value$785.6K (-$153.4K)
Filed 2026-10-09
Canandaigua National Trust Co of Florida
NEW
Shares868
Change+868
Value$781.5K
Filed 2026-10-07
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares868 from 1,098
Change-230 (-21%)
Value$781.5K (-$329.0K)
Filed 2026-10-07
Syverson Strege & Co
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$778.8K (-$96.0K)
Filed 2026-11-02
Private Capital Advisors, Inc.
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$774.3K (-$95.5K)
Filed 2026-10-06
MMA Asset Management LLC
INCREASED
Shares858 from 450
Change+408 (+91%)
Value$772.5K (+$317.4K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
DECREASED
Shares858 from 877
Change-19 (-2%)
Value$772.4K (-$114.5K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
INCREASED
Shares857 from 767
Change+90 (+12%)
Value$771.5K (-$4.1K)
Filed 2026-10-27
Walker Asset Management, LLC
INCREASED
Shares855 from 851
Change+4 (+0%)
Value$769.5K (-$91.5K)
Filed 2026-10-13
Leslie Global Wealth, LLC
INCREASED
Shares851 from 849
Change+2 (+0%)
Value$766.2K (-$92.4K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares850 from 902
Change-52 (-6%)
Value$765.5K (-$146.0K)
Filed 2026-10-14
Waterfront Wealth Inc.
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$748.1K (-$144.6K)
Filed 2026-11-03
CRA Financial Services, LLC
INCREASED
Shares842 from 834
Change+8 (+1%)
Value$758.1K (-$85.8K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
DECREASED
Shares837 from 897
Change-60 (-7%)
Value$753.6K (-$153.1K)
Filed 2026-10-21
Peachtree Investment Partners, LLC
INCREASED
Shares834 from 770
Change+64 (+8%)
Value$750.7K (-$28.3K)
Filed 2026-11-05
Searle & Co.
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$748.6K (-$92.3K)
Filed 2026-11-04
Fishman JAY A LTD
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$743.7K (-$91.7K)
Filed 2026-10-26
Accredited Investors Inc.
INCREASED
Shares824 from 817
Change+7 (+1%)
Value$741.9K (-$84.4K)
Filed 2026-11-03
McLean Asset Management Corp
DECREASED
Shares820 from 826
Change-6 (-1%)
Value$712.5K (-$128.6K)
Filed 2026-11-06
StoneX Group Inc.
DECREASED
Shares818 from 1,455
Change-637 (-44%)
Value$789.5K (-$657.0K)
Filed 2026-11-03
Viewpoint Capital Management LLC
INCREASED
Shares818 from 445
Change+373 (+84%)
Value$736.5K (+$286.4K)
Filed 2026-10-27
First City Capital Management, Inc.
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$736.5K (-$90.8K)
Filed 2026-10-27
Whalen Wealth Management Inc.
DECREASED
Shares817 from 820
Change-3 (0%)
Value$735.6K (-$93.6K)
Filed 2026-10-08
Falcon Wealth Planning
INCREASED
Shares815 from 782
Change+33 (+4%)
Value$733.4K (-$57.0K)
Filed 2026-11-06
General Partner, Inc.
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$732.0K (-$90.3K)
Filed 2026-10-05
Fidelis iM, LLC
NEW
Shares812
Change+812
Value$731.1K
Filed 2026-10-16
WMS Group LLC
INCREASED
Shares811 from 793
Change+18 (+2%)
Value$730.2K (-$71.8K)
Filed 2026-11-06
Beirne Wealth Consulting Services, LLC
INCREASED
Shares808 from 783
Change+25 (+3%)
Value$728.1K (-$64.1K)
Filed 2026-10-19
Goelzer Investment Management, Inc.
DECREASED
Shares808 from 819
Change-11 (-1%)
Value$727.5K (-$100.8K)
Filed 2026-10-16
KG Capital Management
INCREASED
Shares807 from 767
Change+40 (+5%)
Value$726.4K (-$49.0K)
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
INCREASED
Shares807 from 793
Change+14 (+2%)
Value$727.0K (-$75.5K)
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares806 from 803
Change+3 (+0%)
Value$725.9K (-$86.5K)
Filed 2026-10-14
Eos Management, L.P.
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$724.8K (-$89.4K)
Filed 2026-10-27
Hohimer Wealth Management, LLC
INCREASED
Shares803 from 784
Change+19 (+2%)
Value$723.0K (-$69.9K)
Filed 2026-11-04
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$720.3K (-$88.8K)
Filed 2026-10-23
Constitution Capital LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$720.3K (-$88.8K)
Filed 2026-10-23
MV Capital Management, Inc.
DECREASED
Shares799 from 804
Change-5 (-1%)
Value$719.4K (-$93.8K)
Filed 2026-10-29
Grove Bank & Trust
DECREASED
Shares797 from 829
Change-32 (-4%)
Value$717.6K (-$120.8K)
Filed 2026-10-08
Certified Advisory Corp
DECREASED
Shares795 from 796
Change-1 (0%)
Value$716.2K (-$88.5K)
Filed 2026-10-29
Portus Wealth Advisors, LLC
INCREASED
Shares788 from 754
Change+34 (+5%)
Value$709.6K (-$52.7K)
Filed 2026-10-13
Cornerstone Advisory, LLC
INCREASED
Shares786 from 762
Change+24 (+3%)
Value$707.8K (-$62.9K)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
DECREASED
Shares786 from 809
Change-23 (-3%)
Value$707.7K (-$110.5K)
Filed 2026-10-14
Lynx Investment Advisory
INCREASED
Shares785 from 755
Change+30 (+4%)
Value$706.9K (-$57.1K)
Filed 2026-10-27
Marathon Mission, Inc.
INCREASED
Shares780 from 779
Change+1 (+0%)
Value$702.3K (-$85.6K)
Filed 2026-10-01
Cambiar Investors LLC
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$700.5K (-$86.4K)
Filed 2026-11-04
Register Financial Advisors LLC
INCREASED
Shares777 from 773
Change+4 (+1%)
Value$699.7K (-$82.5K)
Filed 2026-10-23
Wealth Effects LLC
INCREASED
Shares776 from 769
Change+7 (+1%)
Value$699.1K (-$79.1K)
Filed 2026-10-23
Canton Hathaway, LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$697.8K (-$86.0K)
Filed 2026-10-23
111 Capital
DECREASED
Shares774 from 953
Change-179 (-19%)
Value$696.9K (-$267.0K)
Filed 2026-11-03
Washburn Capital Management, Inc.
INCREASED
Shares774 from 722
Change+52 (+7%)
Value$696.9K (-$33.3K)
Filed 2026-10-19
Allen Investment Management, LLC
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$696.9K (-$85.9K)
Filed 2026-11-03
Louisbourg Investments Inc.
INCREASED
Shares770 from 764
Change+6 (+1%)
Value$519.5K (-$57.3K)
Filed 2026-10-20
Swiss RE LTD
INCREASED
Shares769 from 468
Change+301 (+64%)
Value$692.4K (+$219.1K)
Filed 2026-11-06
Y.D. More Investments Ltd
INCREASED
Shares768 from 221
Change+547 (+248%)
Value$691.5K (+$468.0K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$692.2K (-$84.1K)
Filed 2026-11-02
MFG Investments, LLC
NEW
Shares767
Change+767
Value$690.1K
Filed 2026-10-30
Investment House LLC
DECREASED
Shares761 from 1,316
Change-555 (-42%)
Value$684.9K (-$645.8K)
Filed 2026-10-21
Bigelow Investment Advisors, LLC
INCREASED
Shares761 from 671
Change+90 (+13%)
Value$685.2K (+$6.5K)
Filed 2026-10-13
Missouri Trust & Investment Co
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$682.5K (-$89.5K)
Filed 2026-11-04
Orrstown Financial Services Inc
DECREASED
Shares757 from 758
Change-1 (0%)
Value$681.6K (-$85.0K)
Filed 2026-10-14
Diversified Management Inc
INCREASED
Shares756 from 722
Change+34 (+5%)
Value$680.7K (-$49.5K)
Filed 2026-10-08
Tactive Advisors, LLC
DECREASED
Shares753 from 774
Change-21 (-3%)
Value$678.1K (-$104.8K)
Filed 2026-10-08
McAdam, LLC
INCREASED
Shares752 from 606
Change+146 (+24%)
Value$676.8K (+$64.4K)
Filed 2026-10-21
Obsidian CIO, LLC
INCREASED
Shares745 from 666
Change+79 (+12%)
Value$670.6K (-$3.0K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares744 from 642
Change+102 (+16%)
Value$670.6K (+$20.4K)
Filed 2026-10-29
Creative Financial Designs Inc
INCREASED
Shares738 from 736
Change+2 (+0%)
Value$664.9K (-$79.0K)
Filed 2026-11-04
Naples Global Advisors, LLC
INCREASED
Shares736 from 735
Change+1 (+0%)
Value$662.7K (-$80.7K)
Filed 2026-11-05
TKG Advisors, LLC
INCREASED
Shares734 from 691
Change+43 (+6%)
Value$660.6K (-$38.6K)
Filed 2026-11-02
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares728 from 1,006
Change-278 (-28%)
Value$655.5K (-$362.0K)
Filed 2026-10-20
Thrive Wealth Management, LLC
INCREASED
Shares728 from 675
Change+53 (+8%)
Value$655.8K (-$27.1K)
Filed 2026-10-13
Washington Trust Advisors, Inc.
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$654.6K (-$80.7K)
Filed 2026-10-22
Tortoise Investment Management, LLC
INCREASED
Shares726 from 708
Change+18 (+3%)
Value$654.0K (-$62.4K)
Filed 2026-11-06
Riversedge Advisors, LLC
INCREASED
Shares724 from 494
Change+230 (+47%)
Value$651.5K (+$152.3K)
Filed 2026-10-09
Ejmk Ventures LLC
INCREASED
Shares721 from 696
Change+25 (+4%)
Value$649.3K (-$54.7K)
Filed 2026-10-21
Next Level Private LLC
INCREASED
Shares720 from 718
Change+2 (+0%)
Value$648.0K (-$77.7K)
Filed 2026-10-20
Rise Advisors, LLC
INCREASED
Shares716 from 686
Change+30 (+4%)
Value$644.4K (-$49.3K)
Filed 2026-10-16
Poehling Capital Management, Inc.
DECREASED
Shares716 from 722
Change-6 (-1%)
Value$644.7K (-$85.5K)
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
DECREASED
Shares716 from 720
Change-4 (-1%)
Value$644.9K (-$83.8K)
Filed 2026-10-28
G&S Capital LLC
INCREASED
Shares710 from 655
Change+55 (+8%)
Value$639.3K (-$23.2K)
Filed 2026-10-23
Global Assets Advisory, LLC
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$635.6K (-$89.8K)
Filed 2026-10-28
Bay Capital Advisors, LLC
DECREASED
Shares707 from 722
Change-15 (-2%)
Value$636.9K (-$93.7K)
Filed 2026-10-16
Strategic Blueprint, LLC
DECREASED
Shares705 from 710
Change-5 (-1%)
Value$634.3K (-$83.4K)
Filed 2026-10-22
Beacon Financial Group
INCREASED
Shares702 from 623
Change+79 (+13%)
Value$632.1K (+$2.0K)
Filed 2026-10-19
High Point Wealth Management, LLC
INCREASED
Shares701 from 695
Change+6 (+1%)
Value$631.3K (-$71.7K)
Filed 2026-11-05
Rahlfs Capital, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$630.3K (-$77.7K)
Filed 2026-10-23
Vann Equity Management LLC
INCREASED
Shares695 from 651
Change+44 (+7%)
Value$625.6K (-$33.1K)
Filed 2026-10-08
Lyell Wealth Management, LP
INCREASED
Shares695 from 666
Change+29 (+4%)
Value$625.8K (-$47.8K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
INCREASED
Shares691 from 666
Change+25 (+4%)
Value$622.0K (-$52.0K)
Filed 2026-10-29
Elevated Financial Group LLC
DECREASED
Shares690 from 954
Change-264 (-28%)
Value$621.2K (-$343.6K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED
Shares690 from 561
Change+129 (+23%)
Value$621.2K (+$53.9K)
Filed 2026-11-02
Collaborative Fund Advisors, LLC
INCREASED
Shares689 from 509
Change+180 (+35%)
Value$620.3K (+$105.6K)
Filed 2026-11-02
Studio Investment Management LLC
DECREASED
Shares689 from 771
Change-82 (-11%)
Value$620.3K (-$159.4K)
Filed 2026-10-22
Insight Advisors, LLC/ PA
DECREASED
Shares688 from 720
Change-32 (-4%)
Value$618.9K (-$110.4K)
Filed 2026-10-22
FSM Wealth Advisors, LLC
DECREASED
Shares686 from 704
Change-18 (-3%)
Value$605.3K (-$107.2K)
Filed 2026-10-27
TrueWealth Advisors, LLC
INCREASED
Shares685 from 317
Change+368 (+116%)
Value$617.0K (+$296.3K)
Filed 2026-10-09
N10 Wealth, LLC
NEW
Shares683
Change+683
Value$614.9K
Filed 2026-10-14
Auxano Advisors, LLC
INCREASED
Shares680 from 679
Change+1 (+0%)
Value$612.2K (-$74.5K)
Filed 2026-11-06
Aspiriant, LLC
DECREASED
Shares676 from 1,214
Change-538 (-44%)
Value$608.6K (-$619.2K)
Filed 2026-10-16
Portside Wealth Group, LLC
INCREASED
Shares675 from 526
Change+149 (+28%)
Value$607.8K (+$75.8K)
Filed 2026-10-20
Princeton Capital Management LLC
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$606.8K (-$74.8K)
Filed 2026-10-27
Marble Harbor Investment Counsel, LLC
INCREASED
Shares672 from 671
Change+1 (+0%)
Value$605.0K (-$73.6K)
Filed 2026-11-06
Finer Wealth Management, Inc.
DECREASED
Shares669 from 671
Change-2 (0%)
Value$602.7K (-$76.0K)
Filed 2026-10-16
Advisor OS, LLC
DECREASED
Shares668 from 670
Change-2 (0%)
Value$601.5K (-$75.9K)
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
DECREASED
Shares666 from 4,715
Change-4,049 (-86%)
Value$599.5K (-$4.2M)
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares666 from 704
Change-38 (-5%)
Value$599.6K (-$112.4K)
Filed 2026-10-22
Focused Alpha, LLC
DECREASED
Shares665 from 2,146
Change-1,481 (-69%)
Value$599.0K (-$1.6M)
Filed 2026-10-20
Peak Financial Advisors LLC
DECREASED
Shares665 from 688
Change-23 (-3%)
Value$598.5K (-$97.8K)
Filed 2026-10-28
Waldron Private Wealth LLC
DECREASED
Shares663 from 724
Change-61 (-8%)
Value$596.9K (-$135.3K)
Filed 2026-11-02
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares663 from 664
Change-1 (0%)
Value$596.9K (-$74.6K)
Filed 2026-11-03
Accel Wealth Management
DECREASED
Shares662 from 665
Change-3 (0%)
Value$596.3K (-$76.2K)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares661 from 616
Change+45 (+7%)
Value$595.3K (-$27.8K)
Filed 2026-11-06
Columbia Bank
INCREASED
Shares657 from 462
Change+195 (+42%)
Value$591.5K (+$124.3K)
Filed 2026-10-29
Crescent Grove Advisors, LLC
DECREASED
Shares656 from 660
Change-4 (-1%)
Value$590.4K (-$76.7K)
Filed 2026-10-21
Palacios Wealth Management, LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$586.3K (-$72.3K)
Filed 2026-11-04
Hennessy Advisors Inc
DECREASED
Shares650 from 1,300
Change-650 (-50%)
Value$585.2K (-$729.5K)
Filed 2026-10-28
Acropolis Investment Management, LLC
INCREASED
Shares650 from 631
Change+19 (+3%)
Value$585.3K (-$52.9K)
Filed 2026-10-08
MFA Wealth Services
DECREASED
Shares645 from 686
Change-41 (-6%)
Value$581.0K (-$113.2K)
Filed 2026-10-14
Summit Securities Group LLC
NEW
Shares644
Change+644
Value$579.8K
Filed 2026-11-05
Linden Thomas Advisory Services, LLC
INCREASED
Shares644 from 590
Change+54 (+9%)
Value$579.8K (-$16.9K)
Filed 2026-10-19
Aries Wealth Management
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$579.8K (-$71.5K)
Filed 2026-10-23
Opal Wealth Advisors, LLC
DECREASED
Shares640 from 1,410
Change-770 (-55%)
Value$576.2K (-$849.8K)
Filed 2026-10-16
Balefire, LLC
INCREASED
Shares640 from 636
Change+4 (+1%)
Value$576.3K (-$67.0K)
Filed 2026-10-09
Monument Capital Management
INCREASED
Shares639 from 637
Change+2 (+0%)
Value$575.7K (-$68.8K)
Filed 2026-10-09
Deseret Mutual Benefit Administrators
DECREASED
Shares637 from 689
Change-52 (-8%)
Value$573.5K (-$123.3K)
Filed 2026-11-04
Rhodes Investment Advisors Inc
INCREASED
Shares636 from 443
Change+193 (+44%)
Value$572.6K (+$124.6K)
Filed 2026-10-07
Bullock Wealth Management Group
DECREASED
Shares633 from 654
Change-21 (-3%)
Value$567.4K (-$99.8K)
Filed 2026-10-09
City Holding Co
INCREASED
Shares633 from 622
Change+11 (+2%)
Value$569.9K (-$59.1K)
Filed 2026-10-19
Miramontes Capital, LLC
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$569.0K (-$70.2K)
Filed 2026-10-19
Signature Equity Partners, LLC
DECREASED
Shares631 from 943
Change-312 (-33%)
Value$568.0K (-$385.7K)
Filed 2026-10-29
Beaumont Financial Advisors, LLC
INCREASED
Shares631 from 629
Change+2 (+0%)
Value$568.3K (-$68.0K)
Filed 2026-10-22
W Advisors, LLC
DECREASED
Shares630 from 631
Change-1 (0%)
Value$567.7K (-$70.0K)
Filed 2026-11-02
SYM Financial Corp
INCREASED
Shares628 from 477
Change+151 (+32%)
Value$565.9K (+$83.1K)
Filed 2026-10-26
Confluence Wealth Services, Inc.
DECREASED
Shares628 from 778
Change-150 (-19%)
Value$565.4K (-$221.4K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$563.6K (-$69.5K)
Filed 2026-11-02
Birch Hill Investment Advisors LLC
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$562.7K (-$69.4K)
Filed 2026-10-16
Olympiad Research LP
INCREASED
Shares624 from 201
Change+423 (+210%)
Value$561.8K (+$358.5K)
Filed 2026-11-04
LeConte Wealth Management, LLC
INCREASED
Shares623 from 534
Change+89 (+17%)
Value$560.5K (+$21.0K)
Filed 2026-10-20
Seven Mile Advisory
DECREASED
Shares623 from 631
Change-8 (-1%)
Value$560.9K (-$77.3K)
Filed 2026-10-22
Oxler Private Wealth LLC
INCREASED
Shares623 from 621
Change+2 (+0%)
Value$560.7K (-$67.0K)
Filed 2026-10-21
Weaver Consulting Group
INCREASED
Shares622 from 619
Change+3 (+0%)
Value$560.0K (-$66.0K)
Filed 2026-10-07
Werba Rubin Papier Wealth Management
DECREASED
Shares617 from 654
Change-37 (-6%)
Value$555.1K (-$105.8K)
Filed 2026-11-06
Sun Group Wealth Partners
DECREASED
Shares614 from 628
Change-14 (-2%)
Value$552.8K (-$82.3K)
Filed 2026-10-26
Insight 2811, Inc.
INCREASED
Shares613 from 609
Change+4 (+1%)
Value$552.1K (-$64.0K)
Filed 2026-11-06
IMG Wealth Management, Inc.
INCREASED
Shares612 from 607
Change+5 (+1%)
Value$551.0K (-$62.9K)
Filed 2026-10-27
Occidental Asset Management, LLC
INCREASED
Shares611 from 562
Change+49 (+9%)
Value$549.8K (-$19.0K)
Filed 2026-11-05
TFC Financial Management, Inc.
INCREASED
Shares611 from 609
Change+2 (+0%)
Value$550.3K (-$65.3K)
Filed 2026-10-26
Planned Solutions, Inc.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$550.1K (-$67.8K)
Filed 2026-10-19
Worth Asset Management, LLC
INCREASED
Shares608 from 559
Change+49 (+9%)
Value$547.6K (-$17.7K)
Filed 2026-10-07
Tanager Wealth Management LLP
DECREASED
Shares607 from 865
Change-258 (-30%)
Value$546.5K (-$328.3K)
Filed 2026-10-19
Sovran Advisors, LLC
DECREASED
Shares605 from 2,923
Change-2,318 (-79%)
Value$561.3K (-$2.5M)
Filed 2026-11-02
Sheets Smith Wealth Management
DECREASED
Shares605 from 607
Change-2 (0%)
Value$544.7K (-$69.2K)
Filed 2026-10-16
Commonwealth Financial Services, LLC
DECREASED
Shares604 from 651
Change-47 (-7%)
Value$543.8K (-$114.6K)
Filed 2026-10-20
Pennsylvania Capital Management Inc
INCREASED
Shares600 from 420
Change+180 (+43%)
Value$540.2K (+$115.4K)
Filed 2026-11-05
Able Financial Group, LLC
INCREASED
Shares599 from 566
Change+33 (+6%)
Value$539.3K (-$33.1K)
Filed 2026-10-14
Morton Capital Management LLC
DECREASED
Shares599 from 617
Change-18 (-3%)
Value$539.0K (-$85.1K)
Filed 2026-10-23
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares598 from 522
Change+76 (+15%)
Value$538.7K (+$11.2K)
Filed 2026-11-05
Bluedoor Private Wealth, LLC
INCREASED
Shares598 from 571
Change+27 (+5%)
Value$538.4K (-$39.1K)
Filed 2026-11-05
Jm2 Capital Inc.
INCREASED
Shares597 from 588
Change+9 (+2%)
Value$537.9K (-$56.8K)
Filed 2026-10-14
Quantum Financial Advisors, LLC
INCREASED
Shares592 from 527
Change+65 (+12%)
Value$532.8K (+$41)
Filed 2026-11-03
Castleview Partners, LLC
INCREASED
Shares591 from 576
Change+15 (+3%)
Value$532.1K (-$50.4K)
Filed 2026-10-09
Sterling Investment Counsel, LLC
DECREASED
Shares591 from 592
Change-1 (0%)
Value$532.0K (-$66.6K)
Filed 2026-10-19
Peck Wealth Management, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$531.2K (-$65.5K)
Filed 2026-10-29
Winthrop Advisory Group LLC
INCREASED
Shares589 from 570
Change+19 (+3%)
Value$530.3K (-$46.1K)
Filed 2026-10-22
James J. Burns & Company, LLC
INCREASED
Shares588 from 565
Change+23 (+4%)
Value$529.9K (-$41.7K)
Filed 2026-10-22
Towne Trust Company, N.a
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$529.4K (-$65.3K)
Filed 2026-10-28
Broadway Wealth Solutions, Inc.
DECREASED
Shares587 from 602
Change-15 (-2%)
Value$529.2K (-$79.2K)
Filed 2026-10-21
Stone Wealth Partners
INCREASED
Shares582 from 291
Change+291 (+100%)
Value$528.6K (+$234.3K)
Filed 2026-11-05
Fidelity D & D Bancorp Inc
DECREASED
Shares581 from 590
Change-9 (-2%)
Value$523.1K (-$73.6K)
Filed 2026-11-05
Eagle Wealth Advisors LLC
INCREASED
Shares580 from 557
Change+23 (+4%)
Value$522.2K (-$41.1K)
Filed 2026-10-20
Saxony Capital Management, LLC
DECREASED
Shares580 from 600
Change-20 (-3%)
Value$522.2K (-$84.6K)
Filed 2026-10-15
Stablepoint Partners, LLC
DECREASED
Shares580 from 583
Change-3 (-1%)
Value$522.6K (-$67.3K)
Filed 2026-11-03
Willow Creek Wealth Management Inc.
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$521.3K (-$64.3K)
Filed 2026-10-26
Redhawk Wealth Advisors, Inc.
DECREASED
Shares577 from 613
Change-36 (-6%)
Value$519.4K (-$100.9K)
Filed 2026-10-14
GHP Investment Advisors, Inc.
DECREASED
Shares575 from 595
Change-20 (-3%)
Value$518.1K (-$83.5K)
Filed 2026-10-15
Santori & Peters, Inc.
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$515.0K (-$63.5K)
Filed 2026-10-26
Reflection Asset Management
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$515.0K (-$63.5K)
Filed 2026-10-28
Armstrong Advisory Group, Inc
INCREASED
Shares571 from 563
Change+8 (+1%)
Value$513.8K (-$55.4K)
Filed 2026-10-09
Foster Group, Inc.
DECREASED
Shares567 from 591
Change-24 (-4%)
Value$510.5K (-$87.0K)
Filed 2026-10-13
Rockland Trust Co
INCREASED
Shares567 from 550
Change+17 (+3%)
Value$510.5K (-$45.8K)
Filed 2026-10-05
First Merchants Corp
INCREASED
Shares567 from 564
Change+3 (+1%)
Value$510.5K (-$59.9K)
Filed 2026-10-15
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$510.5K (-$62.9K)
Filed 2026-10-30
Nixon Peabody Trust Co
INCREASED
Shares566 from 274
Change+292 (+107%)
Value$509.6K (+$232.5K)
Filed 2026-10-23
AMG Asset Management Group, Inc.
INCREASED
Shares560 from 290
Change+270 (+93%)
Value$504.4K (+$210.9K)
Filed 2026-10-21
Baron Wealth Management LLC
DECREASED
Shares560 from 564
Change-4 (-1%)
Value$504.6K (-$66.2K)
Filed 2026-10-27
Baker Tilly Wealth Management, LLC
INCREASED
Shares559 from 408
Change+151 (+37%)
Value$503.1K (+$90.2K)
Filed 2026-10-05
Scissortail Wealth Management, LLC
INCREASED
Shares559 from 500
Change+59 (+12%)
Value$503.3K (-$2.4K)
Filed 2026-11-03
Stevens Capital Partners
INCREASED
Shares558 from 473
Change+85 (+18%)
Value$502.6K (+$23.9K)
Filed 2026-10-29
Mezzasalma Advisors, LLC
INCREASED
Shares558 from 555
Change+3 (+1%)
Value$502.4K (-$58.9K)
Filed 2026-10-14
Hara Capital LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$499.7K (-$61.6K)
Filed 2026-10-30
Aire Advisors, LLC
DECREASED
Shares551 from 571
Change-20 (-3%)
Value$495.7K (-$82.2K)
Filed 2026-10-22
Garde Capital, Inc.
INCREASED
Shares545 from 542
Change+3 (+1%)
Value$490.8K (-$57.3K)
Filed 2026-10-29
Amplius Wealth Advisors, LLC
INCREASED
Shares544 from 430
Change+114 (+27%)
Value$489.8K (+$54.9K)
Filed 2026-10-20
Atticus Wealth Management, LLC
INCREASED
Shares544 from 530
Change+14 (+3%)
Value$489.5K (-$46.5K)
Filed 2026-10-20
Bernardo Wealth Planning LLC
INCREASED
Shares542 from 265
Change+277 (+105%)
Value$488.0K (+$220.0K)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
DECREASED
Shares541 from 722
Change-181 (-25%)
Value$486.9K (-$242.9K)
Filed 2026-10-22
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$546.1K ($0)
Filed 2026-11-03
Bensler, LLC
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$482.6K (-$59.5K)
Filed 2026-11-05
Family Investment Center, Inc.
NEW
Shares535
Change+535
Value$481.5K
Filed 2026-10-19
Enclave Advisors LLC
DECREASED
Shares534 from 562
Change-28 (-5%)
Value$480.7K (-$87.7K)
Filed 2026-10-14
Novem Group
INCREASED
Shares533 from 532
Change+1 (+0%)
Value$480.1K (-$58.1K)
Filed 2026-10-19
Sentinel Trust Co LBA
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$480.0K (+$479.5K)
Filed 2026-11-03
Edge Wealth Management LLC
INCREASED
Shares532 from 381
Change+151 (+40%)
Value$480.3K (+$95.0K)
Filed 2026-10-13
RKL Wealth Management LLC
INCREASED
Shares532 from 482
Change+50 (+10%)
Value$479.2K (-$8.4K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares532 from 497
Change+35 (+7%)
Value$479.0K (-$23.6K)
Filed 2026-11-05
Sunpointe, LLC
DECREASED
Shares530 from 565
Change-35 (-6%)
Value$477.2K (-$94.7K)
Filed 2026-10-22
Ascentis Wealth Management, LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$478.8K (-$58.9K)
Filed 2026-11-03
Flagship Private Wealth, LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$476.8K (-$58.8K)
Filed 2026-11-05
Clarus Wealth Advisors
INCREASED
Shares529 from 475
Change+54 (+11%)
Value$473.9K (-$15.2K)
Filed 2026-10-13
Bingham Private Wealth, LLC
INCREASED
Shares529 from 526
Change+3 (+1%)
Value$476.3K (-$55.7K)
Filed 2026-11-05
Ellerson Group Inc
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$474.0K (-$61.0K)
Filed 2026-11-04
StoryOne LLC
INCREASED
Shares528 from 262
Change+266 (+102%)
Value$475.4K (+$210.4K)
Filed 2026-10-13
Edgemoor Investment Advisors, Inc.
INCREASED
Shares528 from 516
Change+12 (+2%)
Value$475.8K (-$46.1K)
Filed 2026-11-03
Clark Asset Management, LLC
DECREASED
Shares527 from 596
Change-69 (-12%)
Value$474.6K (-$128.0K)
Filed 2026-10-19
New Covenant Trust Company, N.A.
INCREASED
Shares527 from 470
Change+57 (+12%)
Value$474.5K (-$854)
Filed 2026-10-08
Legacy Edge Advisors, LLC
INCREASED
Shares527 from 526
Change+1 (+0%)
Value$474.5K (-$57.5K)
Filed 2026-11-06
Verus Capital Partners, LLC
INCREASED
Shares526 from 272
Change+254 (+93%)
Value$473.9K (+$199.0K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$472.7K (-$58.3K)
Filed 2026-10-20
Tower Trust & Investment Co
INCREASED
Shares524 from 478
Change+46 (+10%)
Value$471.8K (-$11.6K)
Filed 2026-10-28
St. Louis Trust Co
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$471.8K (+$12.9K)
Filed 2026-11-03
Massachusetts Wealth Management
INCREASED
Shares520 from 460
Change+60 (+13%)
Value$468.2K (+$3.0K)
Filed 2026-10-21
Smart Wealth LLC
INCREASED
Shares519 from 218
Change+301 (+138%)
Value$467.2K (+$246.9K)
Filed 2026-11-04
Channel Wealth LLC
INCREASED
Shares519 from 518
Change+1 (+0%)
Value$467.3K (-$56.6K)
Filed 2026-11-06
Investors Asset Management of Georgia Inc
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$466.4K (-$57.5K)
Filed 2026-10-20
Carter Financial Group, Inc.
INCREASED
Shares517 from 436
Change+81 (+19%)
Value$465.6K (+$24.5K)
Filed 2026-10-21
Newton One Investments LLC
INCREASED
Shares517 from 514
Change+3 (+1%)
Value$465.7K (-$54.6K)
Filed 2026-10-14
Sagace Wealth Management LLC
NEW
Shares514
Change+514
Value$462.8K
Filed 2026-10-28
Byrne Asset Management LLC
INCREASED
Shares513 from 260
Change+253 (+97%)
Value$460.0K (+$197.0K)
Filed 2026-10-06
MeadowBrook Investment Advisors LLC
INCREASED
Shares513 from 420
Change+93 (+22%)
Value$457.2K (+$32.5K)
Filed 2026-10-29
Tred Avon Family Wealth, LLC
DECREASED
Shares511 from 526
Change-15 (-3%)
Value$460.1K (-$71.9K)
Filed 2026-10-20
Riverbend Wealth Management, LLC
DECREASED
Shares511 from 512
Change-1 (0%)
Value$459.7K (-$58.5K)
Filed 2026-10-15
M Holdings Securities, Inc.
NEW
Shares508
Change+508
Value$457.0K
Filed 2026-11-03
Kercheville Advisors, LLC
DECREASED
Shares508 from 543
Change-35 (-6%)
Value$457.4K (-$91.8K)
Filed 2026-10-19
M.E. Allison & Co., Inc.
DECREASED
Shares507 from 522
Change-15 (-3%)
Value$456.5K (-$71.5K)
Filed 2026-10-09
Prosperity Financial Group, Inc.
DECREASED
Shares505 from 533
Change-28 (-5%)
Value$454.7K (-$84.4K)
Filed 2026-10-29
Jefferies Financial Group Inc.
DECREASED
Shares503 from 8,443
Change-7,940 (-94%)
Value$452.9K (-$8.1M)
Filed 2026-11-05
Black Diamond Financial, LLC
INCREASED
Shares502 from 302
Change+200 (+66%)
Value$452.1K (+$147.0K)
Filed 2026-10-26
Everett Harris & Co
DECREASED
Shares502 from 542
Change-40 (-7%)
Value$452.0K (-$96.2K)
Filed 2026-10-28
Mccarter Private Wealth Services LLC
DECREASED
Shares500 from 715
Change-215 (-30%)
Value$450.2K (-$273.0K)
Filed 2026-10-22
Ramiah Investment Group
DECREASED
Shares500 from 515
Change-15 (-3%)
Value$450.2K (-$70.7K)
Filed 2026-10-20
GS Investments, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$450.2K (-$55.5K)
Filed 2026-11-05
Essential Planning, Llc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$450.2K (-$55.5K)
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$450.2K (-$55.5K)
Filed 2026-10-05
Consolidated Capital Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$450.2K (-$55.5K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares499 from 838
Change-339 (-40%)
Value$449.3K (-$398.2K)
Filed 2026-10-26
Gilman Hill Asset Management, LLC
DECREASED
Shares499 from 556
Change-57 (-10%)
Value$449.5K (-$113.3K)
Filed 2026-10-13
IVC Wealth Advisors LLC
INCREASED
Shares499 from 492
Change+7 (+1%)
Value$449.3K (-$48.3K)
Filed 2026-10-23
Ables, Iannone, Moore & Associates, Inc.
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$448.4K (-$55.3K)
Filed 2026-10-06
Clear Creek Financial Management, LLC
DECREASED
Shares497 from 511
Change-14 (-3%)
Value$447.5K (-$69.8K)
Filed 2026-10-28
Horst & Graben Wealth Management LLC
DECREASED
Shares496 from 1,243
Change-747 (-60%)
Value$446.6K (-$820.3K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares496 from 108
Change+388 (+359%)
Value$447.0K (+$337.0K)
Filed 2026-10-16
Texas Bank & Trust Co
INCREASED
Shares496 from 493
Change+3 (+1%)
Value$446.6K (-$52.0K)
Filed 2026-11-04
StoneRidge PMG Advisors, LLC
NEW
Shares494
Change+494
Value$445.0K
Filed 2026-11-04
Vision Financial Markets LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$442.7K (-$59.7K)
Filed 2026-10-22
Bath Savings Trust Co
DECREASED
Shares493 from 540
Change-47 (-9%)
Value$443.9K (-$102.3K)
Filed 2026-10-07
Legacy Advisors, LLC
DECREASED
Shares492 from 558
Change-66 (-12%)
Value$443.4K (-$121.3K)
Filed 2026-10-19
Univest Financial Corp
INCREASED
Shares491 from 406
Change+85 (+21%)
Value$442.1K (+$31.5K)
Filed 2026-11-05
Great Diamond Partners, LLC
DECREASED
Shares491 from 510
Change-19 (-4%)
Value$442.1K (-$73.7K)
Filed 2026-10-13
Epiq Partners, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$441.2K (-$54.4K)
Filed 2026-10-07
GF Fund Management Co. Ltd.
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$440.3K (-$54.3K)
Filed 2026-10-26
PFG Advisors
DECREASED
Shares487 from 618
Change-131 (-21%)
Value$438.5K (-$187.0K)
Filed 2026-10-16
Burkett Asset Management Ltd
DECREASED
Shares485 from 565
Change-80 (-14%)
Value$436.7K (-$134.7K)
Filed 2026-10-13
Argentarii, LLC
INCREASED
Shares485 from 469
Change+16 (+3%)
Value$436.7K (-$48.5K)
Filed 2026-10-28
Enterprise Financial Services Corp
DECREASED
Shares485 from 487
Change-2 (0%)
Value$436.7K (-$55.9K)
Filed 2026-11-03
Private Management Group Inc
INCREASED
Shares482 from 464
Change+18 (+4%)
Value$433.6K (-$35.9K)
Filed 2026-11-04
Impact Capital Partners LLC
DECREASED
Shares481 from 839
Change-358 (-43%)
Value$433.1K (-$415.5K)
Filed 2026-10-22
Archvest Wealth Advisors, Inc.
INCREASED
Shares479 from 421
Change+58 (+14%)
Value$431.2K (+$5.6K)
Filed 2026-10-29
Warren Street Wealth Advisors, LLC
INCREASED
Shares477 from 269
Change+208 (+77%)
Value$429.5K (+$157.4K)
Filed 2026-11-04
TMB Capital Partners, LLC
INCREASED
Shares477 from 469
Change+8 (+2%)
Value$429.5K (-$44.9K)
Filed 2026-10-20
Millennium Capital Advisors, LLC
INCREASED
Shares477 from 476
Change+1 (+0%)
Value$429.1K (-$52.7K)
Filed 2026-10-16
Quad-Cities Investment Group, LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$428.6K (-$52.8K)
Filed 2026-10-16
Westwood Wealth Management
DECREASED
Shares475 from 495
Change-20 (-4%)
Value$427.7K (-$73.0K)
Filed 2026-10-29
EdgeRock Capital LLC
DECREASED
Shares475 from 480
Change-5 (-1%)
Value$427.7K (-$57.8K)
Filed 2026-11-03
Park National Corp
INCREASED
Shares474 from 327
Change+147 (+45%)
Value$426.8K (+$96.1K)
Filed 2026-10-05
WealthPlan Investment Management, LLC
INCREASED
Shares473 from 356
Change+117 (+33%)
Value$425.6K (+$65.5K)
Filed 2026-10-15
Apollon Financial, LLC
DECREASED
Shares473 from 474
Change-1 (0%)
Value$426.1K (-$53.6K)
Filed 2026-10-23
Southland Equity Partners LLC
DECREASED
Shares470 from 547
Change-77 (-14%)
Value$423.6K (-$129.9K)
Filed 2026-10-14
Petros Family Wealth, LLC
INCREASED
Shares470 from 460
Change+10 (+2%)
Value$423.2K (-$42.1K)
Filed 2026-10-28
Tufton Capital Management
DECREASED
Shares470 from 475
Change-5 (-1%)
Value$423.0K (-$57.0K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
DECREASED
Shares468 from 518
Change-50 (-10%)
Value$421.7K (-$101.9K)
Filed 2026-11-03
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$421.4K (-$52.0K)
Filed 2026-10-20
True North Advisors, LLC
DECREASED
Shares467 from 507
Change-40 (-8%)
Value$420.4K (-$92.7K)
Filed 2026-10-22
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares466 from 465
Change+1 (+0%)
Value$419.8K (-$50.5K)
Filed 2026-10-29
Integrity Wealth Partners, LLC
NEW
Shares465
Change+465
Value$418.4K
Filed 2026-10-14
Gibbs Wealth Management
INCREASED
Shares465 from 279
Change+186 (+67%)
Value$418.7K (+$136.5K)
Filed 2026-10-22
SC&H Financial Advisors, Inc.
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$417.6K (-$51.3K)
Filed 2026-10-14
Kozak & Associates, Inc.
INCREASED
Shares463 from 460
Change+3 (+1%)
Value$427.9K (-$41.2K)
Filed 2026-10-29
Ipsen Advisor Group LLC
DECREASED
Shares462 from 933
Change-471 (-50%)
Value$416.0K (-$527.6K)
Filed 2026-10-29
RAM Investment Partners, LLC
INCREASED
Shares460 from 449
Change+11 (+2%)
Value$414.2K (-$39.9K)
Filed 2026-10-21
D'Orazio & Associates, Inc.
INCREASED
Shares460 from 458
Change+2 (+0%)
Value$414.2K (-$49.0K)
Filed 2026-11-04
Norris Perne & French LLP
INCREASED
Shares457 from 392
Change+65 (+17%)
Value$411.3K (+$14.9K)
Filed 2026-10-23
FAI Advisors, Inc.
INCREASED
Shares457 from 427
Change+30 (+7%)
Value$411.5K (-$20.4K)
Filed 2026-10-27
Retirement Planning Group, LLC
DECREASED
Shares456 from 616
Change-160 (-26%)
Value$410.6K (-$212.4K)
Filed 2026-10-19
Lifestyle Asset Management, Inc.
INCREASED
Shares456 from 402
Change+54 (+13%)
Value$410.4K (+$3.8K)
Filed 2026-10-20
Legacy Solutions, LLC
DECREASED
Shares456 from 495
Change-39 (-8%)
Value$410.8K (-$89.5K)
Filed 2026-10-07
Carrera Capital Advisors
DECREASED
Shares456 from 480
Change-24 (-5%)
Value$410.5K (-$74.6K)
Filed 2026-11-03
Abacus Planning Group, Inc.
INCREASED
Shares455 from 428
Change+27 (+6%)
Value$409.7K (-$23.2K)
Filed 2026-11-02
Cherrydale Wealth Management, LLC
INCREASED
Shares455 from 454
Change+1 (+0%)
Value$409.7K (-$49.8K)
Filed 2026-10-20
Langley Wealth Management, LLC
DECREASED
Shares454 from 473
Change-19 (-4%)
Value$408.5K (-$69.8K)
Filed 2026-11-04
Loudon Investment Management, LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$408.8K (-$50.4K)
Filed 2026-11-06
First County Bank
INCREASED
Shares453 from 447
Change+6 (+1%)
Value$407.9K (-$44.2K)
Filed 2026-10-13
Hudson Capital Management LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$407.9K (-$50.3K)
Filed 2026-10-20
ACT Wealth Management, LLC
DECREASED
Shares451 from 454
Change-3 (-1%)
Value$405.9K (-$53.0K)
Filed 2026-10-09
Pioneer Family Office, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$405.2K (-$50.0K)
Filed 2026-10-30
GSG Advisors LLC
INCREASED
Shares449 from 431
Change+18 (+4%)
Value$403.8K (-$32.3K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares446 from 300
Change+146 (+49%)
Value$401.6K (+$98.2K)
Filed 2026-10-26
OceanIQ Capital, LLC
NEW
Shares444
Change+444
Value$396.0K
Filed 2026-10-19
Howard Financial Services, Ltd.
INCREASED
Shares444 from 394
Change+50 (+13%)
Value$399.3K (+$508)
Filed 2026-10-15
Moran Wealth Management, LLC
INCREASED
Shares443 from 320
Change+123 (+38%)
Value$398.9K (+$75.2K)
Filed 2026-10-22
Smith Shellnut Wilson LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$398.9K (-$49.2K)
Filed 2026-10-21
Spartan Planning & Wealth Management
DECREASED
Shares442 from 587
Change-145 (-25%)
Value$397.7K (-$196.0K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
INCREASED
Shares442 from 427
Change+15 (+4%)
Value$398.0K (+$397.6K)
Filed 2026-10-27
Tortuga Wealth Management, Inc
INCREASED
Shares434 from 427
Change+7 (+2%)
Value$391.2K (-$41.2K)
Filed 2026-10-27
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$390.8K (-$48.2K)
Filed 2026-10-15
Fulcrum Equity Management
DECREASED
Shares432 from 691
Change-259 (-37%)
Value$389.2K (-$310.0K)
Filed 2026-10-21
Trinity Financial Advisors LLC
DECREASED
Shares432 from 603
Change-171 (-28%)
Value$389.0K (-$220.5K)
Filed 2026-10-09
Marino, Stram & Associates LLC
DECREASED
Shares432 from 442
Change-10 (-2%)
Value$389.0K (-$57.9K)
Filed 2026-10-22
Invera Wealth Advisors, LLC
INCREASED
Shares430 from 406
Change+24 (+6%)
Value$387.2K (-$23.5K)
Filed 2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares430 from 433
Change-3 (-1%)
Value$387.2K (-$50.6K)
Filed 2026-10-28
Symmetry Partners, LLC
DECREASED
Shares429 from 630
Change-201 (-32%)
Value$386.4K (-$250.4K)
Filed 2026-10-27
Gilliland Jeter Wealth Management LLC
INCREASED
Shares429 from 414
Change+15 (+4%)
Value$386.3K (-$32.5K)
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares429 from 425
Change+4 (+1%)
Value$386.5K (-$43.2K)
Filed 2026-10-28
Community Bank & Trust, Waco, Texas
INCREASED
Shares428 from 295
Change+133 (+45%)
Value$385.0K (+$87.0K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
INCREASED
Shares428 from 410
Change+18 (+4%)
Value$385.9K (-$29.3K)
Filed 2026-11-05
Convergence Investment Partners, LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$385.3K (-$47.5K)
Filed 2026-10-28
Bedel Financial Consulting, Inc.
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$384.5K (-$47.4K)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares426 from 233
Change+193 (+83%)
Value$383.9K (+$148.5K)
Filed 2026-10-14
Tandem Capital Management Corp
INCREASED
Shares426 from 416
Change+10 (+2%)
Value$383.6K (-$37.2K)
Filed 2026-10-22
Intelligence Driven Advisers, LLC
INCREASED
Shares425 from 306
Change+119 (+39%)
Value$383.0K (+$73.1K)
Filed 2026-10-09
D.B. Root & Company, LLC
DECREASED
Shares425 from 433
Change-8 (-2%)
Value$382.7K (-$55.3K)
Filed 2026-11-04
Tenet Wealth Partners, LLC
INCREASED
Shares424 from 423
Change+1 (+0%)
Value$381.8K (-$61.6K)
Filed 2026-10-19
GFS Advisors, LLC
INCREASED
Shares423 from 295
Change+128 (+43%)
Value$381.0K (-$139.9K)
Filed 2026-11-03
QTR Family Wealth, LLC
INCREASED
Shares421 from 239
Change+182 (+76%)
Value$379.3K (+$137.4K)
Filed 2026-11-02
Ballast Rock Private Wealth LLC
INCREASED
Shares420 from 417
Change+3 (+1%)
Value$378.4K (-$43.7K)
Filed 2026-10-26
Benin Management Corp
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$377.0K (-$46.5K)
Filed 2026-10-22
Atala Financial Inc
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$377.3K (-$46.5K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
INCREASED
Shares416 from 354
Change+62 (+18%)
Value$374.8K (+$16.6K)
Filed 2026-10-14
Eagle Bay Advisors LLC
INCREASED
Shares415 from 408
Change+7 (+2%)
Value$373.6K (-$39.0K)
Filed 2026-10-16
Advisory Advocates, LLC
DECREASED
Shares413 from 433
Change-20 (-5%)
Value$371.8K (-$65.7K)
Filed 2026-11-05
First Affirmative Financial Network
NEW
Shares411
Change+411
Value$370.3K
Filed 2026-10-21
Advisortrust Partners, LLC
DECREASED
Shares411 from 498
Change-87 (-17%)
Value$370.1K (-$133.6K)
Filed 2026-11-02
Macroview Investment Management LLC
INCREASED
Shares411 from 377
Change+34 (+9%)
Value$370.2K (-$11.3K)
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares411 from 398
Change+13 (+3%)
Value$370.4K (-$32.4K)
Filed 2026-10-14
Keudell ison Wealth Management
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$370.0K (-$45.6K)
Filed 2026-10-16
Oakworth Capital, Inc.
INCREASED
Shares410 from 333
Change+77 (+23%)
Value$369.2K (+$32.3K)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
INCREASED
Shares410 from 361
Change+49 (+14%)
Value$369.7K (+$3.9K)
Filed 2026-10-29
Tennessee Valley Asset Management Partners
DECREASED
Shares410 from 422
Change-12 (-3%)
Value$369.0K (-$57.7K)
Filed 2026-11-03
TrustBank
DECREASED
Shares407 from 432
Change-25 (-6%)
Value$366.4K (-$70.5K)
Filed 2026-10-20
Brucke Financial, Inc.
DECREASED
Shares404 from 433
Change-29 (-7%)
Value$363.7K (-$74.2K)
Filed 2026-10-23
Collaborative Capital Advisors LLC
DECREASED
Shares403 from 440
Change-37 (-8%)
Value$363.2K (-$82.1K)
Filed 2026-11-06
Bell Bank
INCREASED
Shares402 from 307
Change+95 (+31%)
Value$361.9K (+$51.5K)
Filed 2026-10-21
Praxis Capital Management LLC
INCREASED
Shares402 from 400
Change+2 (+1%)
Value$361.9K (-$42.6K)
Filed 2026-10-16
Alessandra Capital Management, LLC
NEW
Shares400
Change+400
Value$360.1K
Filed 2026-10-30
TritonPoint Partners, LLC
DECREASED
Shares400 from 1,100
Change-700 (-64%)
Value$360.6K (-$752.4K)
Filed 2026-11-05
Oak Grove Capital LLC
DECREASED
Shares400 from 700
Change-300 (-43%)
Value$360.1K (-$347.8K)
Filed 2026-10-09
BLB&B Advisors, LLC
DECREASED
Shares400 from 404
Change-4 (-1%)
Value$360.1K (-$48.5K)
Filed 2026-10-27
SS&H Financial Advisors, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$360.0K (-$45.0K)
Filed 2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$360.1K (-$44.4K)
Filed 2026-10-21
McHugh Group, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$360.1K (-$44.4K)
Filed 2026-10-19
Vista Capital Partners, Inc.
INCREASED
Shares398 from 229
Change+169 (+74%)
Value$358.3K (+$126.7K)
Filed 2026-11-06
Arsenal Capital Advisors LLC
INCREASED
Shares398 from 388
Change+10 (+3%)
Value$358.3K (-$34.1K)
Filed 2026-11-02
One Way Holdings LLC
DECREASED
Shares397 from 485
Change-88 (-18%)
Value$357.4K (-$133.1K)
Filed 2026-10-29
CPA Asset Management Group, LLC
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$357.4K (-$44.1K)
Filed 2026-10-26
Curat Global, LLC
DECREASED
Shares396 from 1,454
Change-1,058 (-73%)
Value$356.3K (+$55.7K)
Filed 2026-10-26
Echo45 Advisors LLC
INCREASED
Shares396 from 277
Change+119 (+43%)
Value$356.7K (+$76.5K)
Filed 2026-10-07
Rasp Wealth Solutions, LLC
DECREASED
Shares396 from 461
Change-65 (-14%)
Value$356.3K (-$110.3K)
Filed 2026-11-06
City Center Advisors, LLC
DECREASED
Shares395 from 398
Change-3 (-1%)
Value$355.9K (-$46.9K)
Filed 2026-10-08
Howland Capital Management LLC
NEW
Shares393
Change+393
Value$353.8K
Filed 2026-10-22
Grey Ledge Advisors, LLC
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$354.0K (-$43.6K)
Filed 2026-11-02
Eurizon SLJ Capital Ltd
DECREASED
Shares392 from 418
Change-26 (-6%)
Value$352.9K (-$69.8K)
Filed 2026-11-06
Caliber Wealth Management, LLC / KS
DECREASED
Shares392 from 409
Change-17 (-4%)
Value$352.9K (-$60.7K)
Filed 2026-11-04
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$352.9K (-$43.5K)
Filed 2026-10-13
Targeted Financial Services LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$352.0K (-$43.4K)
Filed 2026-10-19
Juncture Wealth Strategies, LLC
DECREASED
Shares388 from 425
Change-37 (-9%)
Value$349.4K (-$80.4K)
Filed 2026-10-06
WP Advisors, LLC
INCREASED
Shares388 from 387
Change+1 (+0%)
Value$350.1K (-$41.1K)
Filed 2026-10-22
Todd Wealth Management, LLC
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$349.2K (-$43.1K)
Filed 2026-10-19
Deprince Race & Zollo Inc
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$347.5K (-$42.9K)
Filed 2026-10-13
Retireful, LLC
INCREASED
Shares385 from 337
Change+48 (+14%)
Value$346.6K (+$5.8K)
Filed 2026-10-09
Kingdom Financial Group Llc.
DECREASED
Shares384 from 399
Change-15 (-4%)
Value$345.4K (-$58.1K)
Filed 2026-11-04
Strategic Planning Group, LLC
DECREASED
Shares383 from 507
Change-124 (-24%)
Value$345.6K (-$168.0K)
Filed 2026-10-22
Jacobsen Capital Management
DECREASED
Shares383 from 392
Change-9 (-2%)
Value$344.8K (-$51.6K)
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$342.6K (-$44.7K)
Filed 2026-11-04
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$344.4K (-$42.9K)
Filed 2026-10-09
Fusion Capital, LLC
INCREASED
Shares382 from 377
Change+5 (+1%)
Value$344.0K (-$37.4K)
Filed 2026-10-28
First Pacific Financial
INCREASED
Shares382 from 380
Change+2 (+1%)
Value$343.8K (-$40.3K)
Filed 2026-10-14
SkyOak Wealth, LLC
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$343.9K (-$42.4K)
Filed 2026-10-28
Helium Advisors LLC
DECREASED
Shares381 from 385
Change-4 (-1%)
Value$343.1K (-$45.9K)
Filed 2026-10-23
BAR Harbor Wealth Management
NEW
Shares379
Change+379
Value$341.2K
Filed 2026-10-21
Hanson & Doremus Investment Management
INCREASED
Shares379 from 356
Change+23 (+6%)
Value$341.0K (-$19.0K)
Filed 2026-10-16
Innova Wealth Partners
DECREASED
Shares379 from 382
Change-3 (-1%)
Value$341.2K (-$45.1K)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
INCREASED
Shares377 from 312
Change+65 (+21%)
Value$339.4K (+$23.9K)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$338.5K (-$41.7K)
Filed 2026-10-09
Advisory Solutions Group, LLC
NEW
Shares374
Change+374
Value$336.9K
Filed 2026-10-14
BridgePort Financial Solutions, LLC
INCREASED
Shares373 from 326
Change+47 (+14%)
Value$335.9K (+$6.1K)
Filed 2026-11-02
Financial Consulate, Inc
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$336.2K (-$41.4K)
Filed 2026-10-23
A4 Wealth Advisors LLC
DECREASED
Shares372 from 795
Change-423 (-53%)
Value$334.7K (-$469.1K)
Filed 2026-10-20
Uniting Wealth Partners, LLC
INCREASED
Shares372 from 346
Change+26 (+8%)
Value$334.9K (-$15.0K)
Filed 2026-11-06
Sunbeam Capital Management, LLC
DECREASED
Shares371 from 437
Change-66 (-15%)
Value$334.4K (-$108.0K)
Filed 2026-11-05
First Business Financial Services, Inc.
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$334.0K (-$41.2K)
Filed 2026-10-29
Chemistry Wealth Management LLC
DECREASED
Shares369 from 1,300
Change-931 (-72%)
Value$332.2K (-$982.5K)
Filed 2026-10-16
Shoker Investment Counsel, Inc.
INCREASED
Shares368 from 366
Change+2 (+1%)
Value$331.7K (-$38.9K)
Filed 2026-11-04
Compass Ion Advisors, LLC
NEW
Shares367
Change+367
Value$330.4K
Filed 2026-10-23
Rothwell Investment Advisors, LLC
NEW
Shares366
Change+366
Value$329.3K
Filed 2026-11-06
Mechanics Financial Corp
INCREASED
Shares366 from 346
Change+20 (+6%)
Value$329.5K (-$20.4K)
Filed 2026-11-05
Johnson Financial Group, LLC
DECREASED
Shares364 from 708
Change-344 (-49%)
Value$327.7K (-$388.3K)
Filed 2026-11-03
Motive Wealth Advisors
DECREASED
Shares364 from 381
Change-17 (-4%)
Value$327.7K (-$57.6K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$328.0K (-$40.1K)
Filed 2026-11-02
Firestone Capital Management
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$327.8K (-$39.8K)
Filed 2026-11-03
DecisionMap Wealth Management, LLC
INCREASED
Shares361 from 350
Change+11 (+3%)
Value$325.0K (-$29.0K)
Filed 2026-10-29
Almanack Investment Partners, Llc.
INCREASED
Shares360 from 301
Change+59 (+20%)
Value$324.4K (+$20.4K)
Filed 2026-11-03
Guerra PAN Advisors, LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$315.3K (-$48.8K)
Filed 2026-10-26
Firethorn Wealth Partners, LLC
DECREASED
Shares359 from 373
Change-14 (-4%)
Value$323.2K (-$53.6K)
Filed 2026-10-14
AGH Wealth Advisors, LLC
DECREASED
Shares359 from 363
Change-4 (-1%)
Value$323.2K (-$43.9K)
Filed 2026-10-26
Connecticut Capital Management Group, LLC
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$323.2K (-$39.9K)
Filed 2026-10-29
BXM Wealth LLC
INCREASED
Shares358 from 323
Change+35 (+11%)
Value$322.3K (-$4.3K)
Filed 2026-11-03
Tabr Capital Management, LLC
NEW
Shares357
Change+357
Value$321.4K
Filed 2026-10-20
Kestra Investment Management, LLC
DECREASED
Shares357 from 362
Change-5 (-1%)
Value$321.4K (-$45.1K)
Filed 2026-11-04
Warwick Investment Management, Inc.
INCREASED
Shares356 from 352
Change+4 (+1%)
Value$320.5K (-$35.5K)
Filed 2026-10-19
Harrell Investment Partners, LLC
INCREASED
Shares356 from 354
Change+2 (+1%)
Value$320.6K (-$37.6K)
Filed 2026-10-15
Nadler Financial Group, Inc.
INCREASED
Shares356 from 355
Change+1 (+0%)
Value$320.2K (-$39.3K)
Filed 2026-10-23
Latitude Advisors, LLC
DECREASED
Shares355 from 456
Change-101 (-22%)
Value$319.2K (-$141.5K)
Filed 2026-10-27
Elevation Wealth Management LLC
INCREASED
Shares355 from 303
Change+52 (+17%)
Value$319.7K (+$13.3K)
Filed 2026-11-02
My Personal CFO, LLC
INCREASED
Shares354 from 309
Change+45 (+15%)
Value$318.7K (+$6.2K)
Filed 2026-10-14
Reicon Wealth Advisors, LLC
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$318.7K (-$39.3K)
Filed 2026-11-04
Private Client Services, LLC
INCREASED
Shares353 from 295
Change+58 (+20%)
Value$317.7K (+$19.7K)
Filed 2026-10-02
Kraematon Investment Advisors, Inc
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$317.9K (-$39.0K)
Filed 2026-11-02
Financial Guidance Group, Inc.
INCREASED
Shares352 from 351
Change+1 (+0%)
Value$316.9K (-$38.1K)
Filed 2026-10-21
Zega Investments, LLC
DECREASED
Shares351 from 837
Change-486 (-58%)
Value$316.0K (-$530.5K)
Filed 2026-11-04
Founders Grove Wealth Partners, LLC
INCREASED
Shares351 from 259
Change+92 (+36%)
Value$316.0K (+$54.1K)
Filed 2026-10-16
JGP Wealth Management, LLC
DECREASED
Shares350 from 370
Change-20 (-5%)
Value$315.1K (-$59.1K)
Filed 2026-10-13
Autumn Glory Partners, LLC
DECREASED
Shares350 from 352
Change-2 (-1%)
Value$315.1K (-$40.9K)
Filed 2026-10-26
Harvey Investment Co LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$315.0K (-$39.0K)
Filed 2026-10-20
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$315.1K (-$38.9K)
Filed 2026-10-15
BlueChip Wealth Advisors LLC
NEW
Shares348
Change+348
Value$313.4K
Filed 2026-11-03
Dudley Capital Management, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$313.6K (-$38.7K)
Filed 2026-10-23
First Command Advisory Services, Inc.
DECREASED
Shares346 from 586
Change-240 (-41%)
Value$311.5K (-$281.1K)
Filed 2026-11-05
Willow Creek Capital Management, Inc.
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$348.3K ($0)
Filed 2026-10-16
Burns Matteson Capital Management, LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$308.8K (-$38.1K)
Filed 2026-10-16
Kaufman Rossin Wealth, LLC
NEW
Shares342
Change+342
Value$307.9K
Filed 2026-10-19
Elevation Wealth Partners, LLC
INCREASED
Shares340 from 300
Change+40 (+13%)
Value$306.2K (+$2.7K)
Filed 2026-10-07
Wingate Wealth Advisors, Inc.
DECREASED
Shares338 from 344
Change-6 (-2%)
Value$304.3K (-$43.6K)
Filed 2026-10-26
Successful Portfolios LLC
DECREASED
Shares338 from 341
Change-3 (-1%)
Value$301.8K (-$58.0K)
Filed 2026-10-09
Manske Wealth Management
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$303.4K (-$37.4K)
Filed 2026-10-26
Gradient Capital Advisors, LLC
DECREASED
Shares336 from 361
Change-25 (-7%)
Value$302.6K (-$62.4K)
Filed 2026-10-21
First Growth Capital LLC
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$302.5K (-$37.3K)
Filed 2026-10-15
Solstein Capital, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$299.8K (-$37.0K)
Filed 2026-11-02
Acorn Creek Capital LLC
DECREASED
Shares332 from 341
Change-9 (-3%)
Value$299.4K (-$46.0K)
Filed 2026-11-05
Northside Capital Management, LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$299.4K (-$36.9K)
Filed 2026-10-13
Moller Wealth Partners
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$298.9K (-$36.9K)
Filed 2026-10-15
Cove Private Wealth, LLC
INCREASED
Shares331 from 325
Change+6 (+2%)
Value$298.0K (-$30.7K)
Filed 2026-10-28
Kennedy Investment Group, Inc.
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$295.7K (-$36.5K)
Filed 2026-10-21
Trek Financial, LLC
DECREASED
Shares327 from 334
Change-7 (-2%)
Value$294.5K (-$43.4K)
Filed 2026-10-29
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$294.1K (-$36.2K)
Filed 2026-11-05
Bauman Advisory Group, LLC
NEW
Shares326
Change+326
Value$293.1K
Filed 2026-10-29
Sendero Wealth Management, LLC
INCREASED
Shares326 from 316
Change+10 (+3%)
Value$293.5K (-$26.1K)
Filed 2026-10-14
Greater Midwest Financial Group, LLC
INCREASED
Shares326 from 325
Change+1 (+0%)
Value$293.1K (-$35.2K)
Filed 2026-10-13
Somerset Trust Co
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$292.6K (-$36.1K)
Filed 2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$292.6K (-$36.1K)
Filed 2026-10-13
Indiana Trust & Investment Management Co
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$292.6K (-$36.1K)
Filed 2026-10-22
Miller Wealth Advisors, LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$289.9K (-$35.7K)
Filed 2026-11-02
Investment Research Partners LLC
NEW
Shares321
Change+321
Value$288.7K
Filed 2026-10-19
Fairman Group, LLC
INCREASED
Shares320 from 315
Change+5 (+2%)
Value$288.1K (-$30.5K)
Filed 2026-10-26
Gould Asset Management LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$288.1K (-$35.5K)
Filed 2026-11-06
Teza Capital Management LLC
NEW
Shares319
Change+319
Value$287.2K
Filed 2026-10-23
LexAurum Advisors, LLC
DECREASED
Shares319 from 324
Change-5 (-2%)
Value$287.2K (-$40.5K)
Filed 2026-10-19
Allegheny Financial Group
DECREASED
Shares319 from 321
Change-2 (-1%)
Value$287.9K (-$37.8K)
Filed 2026-11-05
Vima LLC
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$286.4K (-$35.3K)
Filed 2026-10-23
Capital Advantage, Inc.
INCREASED
Shares317 from 287
Change+30 (+10%)
Value$285.4K (-$4.9K)
Filed 2026-10-14
Catalyst Private Wealth, LLC
NEW
Shares316
Change+316
Value$284.5K
Filed 2026-10-13
LJI Wealth Management, LLC
DECREASED
Shares314 from 323
Change-9 (-3%)
Value$282.7K (-$44.0K)
Filed 2026-10-28
Cypress Capital Group
DECREASED
Shares314 from 315
Change-1 (0%)
Value$282.7K (-$35.9K)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$282.7K (-$34.9K)
Filed 2026-11-05
Centurion Wealth Management LLC
DECREASED
Shares313 from 349
Change-36 (-10%)
Value$281.8K (-$71.2K)
Filed 2026-10-13
Ledyard National Bank
INCREASED
Shares313 from 303
Change+10 (+3%)
Value$281.8K (-$24.6K)
Filed 2026-10-21
Aletheian Wealth Advisors LLC
INCREASED
Shares313 from 307
Change+6 (+2%)
Value$281.8K (-$28.7K)
Filed 2026-10-08
Cahaba Wealth Management, Inc.
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$282.1K (-$34.7K)
Filed 2026-10-26
Purkiss Capital Advisors LLC
INCREASED
Shares312 from 310
Change+2 (+1%)
Value$280.6K (-$33.3K)
Filed 2026-11-06
Paulson Wealth Management Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$280.8K (-$34.6K)
Filed 2026-11-02
Burton Enright Welch
INCREASED
Shares311 from 293
Change+18 (+6%)
Value$280.0K (-$16.3K)
Filed 2026-11-04
Rockline Wealth Management, LLC
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$280.0K (-$34.5K)
Filed 2026-10-26
Greystone Financial Group, LLC
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$280.0K (-$34.5K)
Filed 2026-10-26
KFA Private Wealth Group, LLC
DECREASED
Shares310 from 365
Change-55 (-15%)
Value$279.6K (-$89.6K)
Filed 2026-10-07
Sylvest Advisors, LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$279.1K (-$34.4K)
Filed 2026-10-26
Red Mountain Financial, LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$279.1K (-$34.4K)
Filed 2026-11-03
Ceera Investments, LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$278.5K (-$34.3K)
Filed 2026-11-02
Intrua Financial, LLC
INCREASED
Shares307 from 302
Change+5 (+2%)
Value$276.6K (-$28.7K)
Filed 2026-10-28
LightSquare Wealth Management, LLC
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$276.4K (-$34.1K)
Filed 2026-11-03
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$275.9K (-$36.5K)
Filed 2026-10-09
Detalus Advisors, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$275.7K (-$34.0K)
Filed 2026-10-15
Armbruster Capital Management, Inc.
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$274.6K (-$33.9K)
Filed 2026-10-19
Crown Wealth Group, LLC
DECREASED
Shares304 from 323
Change-19 (-6%)
Value$273.7K (-$53.0K)
Filed 2026-10-19
Inlight Wealth Management, LLC
INCREASED
Shares303 from 215
Change+88 (+41%)
Value$272.8K (+$55.4K)
Filed 2026-10-21
Hamilton Capital, LLC
INCREASED
Shares303 from 290
Change+13 (+4%)
Value$272.8K (-$20.5K)
Filed 2026-10-08
Gallagher Capital Advisors, LLC
INCREASED
Shares303 from 301
Change+2 (+1%)
Value$272.6K (-$31.9K)
Filed 2026-10-09
Golden State Wealth Management, LLC
DECREASED
Shares302 from 311
Change-9 (-3%)
Value$272.1K (-$43.4K)
Filed 2026-11-02
Cogent Private Wealth, Inc.
DECREASED
Shares302 from 304
Change-2 (-1%)
Value$271.9K (-$35.5K)
Filed 2026-11-06
Founders Capital Management
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$271.9K (-$33.5K)
Filed 2026-10-13
Acumen Wealth Advisors, LLC
INCREASED
Shares301 from 296
Change+5 (+2%)
Value$271.0K (-$28.4K)
Filed 2026-11-05
Seven Post Investment Office LP
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$270.1K (-$33.3K)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$270.1K (-$33.3K)
Filed 2026-10-28
Barrett & Company, Inc.
DECREASED
Shares299 from 397
Change-98 (-25%)
Value$269.0K (-$132.7K)
Filed 2026-10-22
Activest Wealth Management
DECREASED
Shares298 from 301
Change-3 (-1%)
Value$268.3K (-$36.1K)
Filed 2026-10-15
Precedent Wealth Partners, LLC
NEW
Shares297
Change+297
Value$267.8K
Filed 2026-10-21
Hilltop National Bank
DECREASED
Shares297 from 440
Change-143 (-32%)
Value$267.4K (-$177.6K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
DECREASED
Shares297 from 339
Change-42 (-12%)
Value$267.7K (-$75.2K)
Filed 2026-10-13
R2 Capital Strategies, LLC
INCREASED
Shares297 from 295
Change+2 (+1%)
Value$267.0K (-$31.3K)
Filed 2026-10-15
Fortis Group Advisors, LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$264.8K (-$34.1K)
Filed 2026-11-06
Unique Wealth Strategies, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$298.4K ($0)
Filed 2026-10-13
Thrive Capital Management, LLC
INCREASED
Shares293 from 271
Change+22 (+8%)
Value$263.7K (-$10.8K)
Filed 2026-10-28
Flynn Zito Capital Management, LLC
DECREASED
Shares292 from 298
Change-6 (-2%)
Value$263.3K (-$38.4K)
Filed 2026-11-04
Lincoln Capital Corp
NEW
Shares291
Change+291
Value$262.0K
Filed 2026-10-13
Tobam
DECREASED
Shares291 from 320
Change-29 (-9%)
Value$262.0K (-$62.0K)
Filed 2026-11-03
TFB Advisors LLC
DECREASED
Shares291 from 295
Change-4 (-1%)
Value$262.0K (-$36.3K)
Filed 2026-11-02
Davidson Trust Co
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$262.0K (-$32.3K)
Filed 2026-10-09
Heritage Family Offices, LLP
DECREASED
Shares290 from 972
Change-682 (-70%)
Value$261.1K (-$721.9K)
Filed 2026-11-02
Hendershot Investments Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$261.1K (-$32.2K)
Filed 2026-11-05
Promethium Advisors,llc
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$261.1K (-$32.2K)
Filed 2026-10-19
Central Valley Advisors, LLC
INCREASED
Shares289 from 285
Change+4 (+1%)
Value$260.2K (-$28.0K)
Filed 2026-10-27
Barlow Wealth Partners, LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$256.6K (-$37.9K)
Filed 2026-10-15
Brown Wealth Management, LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$257.5K (-$31.6K)
Filed 2026-10-20
Seelaus Asset Management LLC
DECREASED
Shares285 from 415
Change-130 (-31%)
Value$256.6K (-$163.1K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares285 from 277
Change+8 (+3%)
Value$256.8K (-$22.9K)
Filed 2026-10-20
Stokes Capital Advisors, LLC
INCREASED
Shares285 from 281
Change+4 (+1%)
Value$256.6K (-$27.6K)
Filed 2026-10-09
Wolff Wiese Magana LLC
DECREASED
Shares284 from 356
Change-72 (-20%)
Value$255.7K (-$104.3K)
Filed 2026-10-15
Sage Mountain Advisors LLC
DECREASED
Shares284 from 344
Change-60 (-17%)
Value$255.7K (-$92.2K)
Filed 2026-11-02
Fulcrum Wealth Advisors, LLC
INCREASED
Shares284 from 270
Change+14 (+5%)
Value$255.7K (-$17.4K)
Filed 2026-10-16
August Group Capital Ltd
DECREASED
Shares283 from 318
Change-35 (-11%)
Value$254.8K (-$65.8K)
Filed 2026-10-14
University of Texas S AM Investment Management Co
DECREASED
Shares282 from 361
Change-79 (-22%)
Value$253.9K (-$111.2K)
Filed 2026-11-03
Verity Asset Management, Inc.
DECREASED
Shares282 from 296
Change-14 (-5%)
Value$253.9K (-$45.5K)
Filed 2026-10-30
Stockman Wealth Management, Inc.
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$253.9K (-$31.3K)
Filed 2026-10-27
Guyasuta Investment Advisors Inc
DECREASED
Shares281 from 319
Change-38 (-12%)
Value$253.1K (-$69.5K)
Filed 2026-10-15
Hobart Private Capital, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$252.1K (-$31.1K)
Filed 2026-10-19
Accuvest Global Advisors
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$252.0K (-$31.0K)
Filed 2026-11-04
Avail Investment Partners, LLC
NEW
Shares279
Change+279
Value$250.9K
Filed 2026-10-16
Mainsail Asset Management, LLC
INCREASED
Shares279 from 240
Change+39 (+16%)
Value$250.3K (-$5.3K)
Filed 2026-10-14
Vaquero Private Wealth, LTD
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$250.8K (-$30.9K)
Filed 2026-10-27
Kellett Wealth Advisors, LLC
INCREASED
Shares278 from 272
Change+6 (+2%)
Value$250.7K (-$24.8K)
Filed 2026-10-15
Southern Financial Group, LLC
INCREASED
Shares278 from 275
Change+3 (+1%)
Value$250.4K (-$28.6K)
Filed 2026-10-30
Invenio Wealth Partners LLC
DECREASED
Shares276 from 278
Change-2 (-1%)
Value$248.5K (-$32.7K)
Filed 2026-10-20
Vanguard Capital Wealth Advisors
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$248.4K (-$30.5K)
Filed 2026-10-16
Roxbury Financial LLC
INCREASED
Shares275 from 274
Change+1 (+0%)
Value$247.8K (-$29.6K)
Filed 2026-10-01
John G Ullman & Associates Inc
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$247.6K (-$30.5K)
Filed 2026-11-04
Bell Investment Advisors, Inc
INCREASED
Shares274 from 261
Change+13 (+5%)
Value$246.7K (-$17.3K)
Filed 2026-10-29
BG Investment Services, LLC
NEW
Shares273
Change+273
Value$245.8K
Filed 2026-10-23
OAK Ridge Investments LLC
INCREASED
Shares273 from 221
Change+52 (+24%)
Value$245.8K (+$22.3K)
Filed 2026-10-30
LifeSteps Financial, Inc.
DECREASED
Shares272 from 286
Change-14 (-5%)
Value$244.6K (-$44.6K)
Filed 2026-10-15
Atlas Private Wealth Advisors
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$244.9K (-$30.2K)
Filed 2026-10-23
Legacy Wealth Management, LLC / MS
INCREASED
Shares271 from 203
Change+68 (+34%)
Value$244.0K (+$38.7K)
Filed 2026-10-30
Wedgewood Investors Inc
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$244.0K (-$30.1K)
Filed 2026-10-28
First Community Trust NA
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$244.0K (-$30.1K)
Filed 2026-10-07
Cypress Point Wealth Management, LLC
INCREASED
Shares270 from 258
Change+12 (+5%)
Value$243.2K (-$17.8K)
Filed 2026-11-03
25 LLC
INCREASED
Shares270 from 264
Change+6 (+2%)
Value$243.1K (-$23.9K)
Filed 2026-10-13
Sutton Place Investors LLC
INCREASED
Shares270 from 265
Change+5 (+2%)
Value$243.1K (-$24.9K)
Filed 2026-10-20
Sterling Investment Management, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$243.1K (-$30.0K)
Filed 2026-10-16
Private Wealth Management Group, LLC
DECREASED
Shares269 from 279
Change-10 (-4%)
Value$242.2K (-$40.0K)
Filed 2026-10-19
Summit Financial Wealth Advisors, LLC
DECREASED
Shares269 from 273
Change-4 (-1%)
Value$242.2K (-$33.9K)
Filed 2026-10-15
CapWealth Advisors, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$242.2K (-$29.9K)
Filed 2026-10-05
LifeGoal Investments, LLC
NEW
Shares268
Change+268
Value$241.3K
Filed 2026-10-09
Natural Investments, LLC
INCREASED
Shares268 from 232
Change+36 (+16%)
Value$241.6K (+$7.6K)
Filed 2026-11-06
Vista Investment Partners LLC
DECREASED
Shares267 from 305
Change-38 (-12%)
Value$240.4K (-$68.1K)
Filed 2026-10-08
jvl associates llc
INCREASED
Shares267 from 241
Change+26 (+11%)
Value$240.4K (-$3.3K)
Filed 2026-10-09
Whelan Financial
INCREASED
Shares266 from 216
Change+50 (+23%)
Value$239.5K (+$21.0K)
Filed 2026-10-28
Blodgett Wealth Advisors, LLC
INCREASED
Shares266 from 251
Change+15 (+6%)
Value$239.9K (-$13.5K)
Filed 2026-10-23
Capital Squared Financial LLC
INCREASED
Shares266 from 257
Change+9 (+4%)
Value$239.6K (-$20.8K)
Filed 2026-10-30
Kesler, Norman & Wride, LLC
DECREASED
Shares266 from 268
Change-2 (-1%)
Value$240.1K (-$31.3K)
Filed 2026-11-06
Stonebridge Financial Group, LLC
INCREASED
Shares265 from 260
Change+5 (+2%)
Value$238.6K (-$24.4K)
Filed 2026-10-01
Postrock Partners LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$238.6K (-$29.4K)
Filed 2026-11-02
Sather Financial Group Inc
DECREASED
Shares263 from 377
Change-114 (-30%)
Value$236.8K (-$144.5K)
Filed 2026-10-30
Lantern Wealth Advisors, LLC
INCREASED
Shares263 from 222
Change+41 (+18%)
Value$236.8K (+$12.3K)
Filed 2026-10-22
Brown, Lisle Ings, Inc.
DECREASED
Shares263 from 276
Change-13 (-5%)
Value$237.2K (-$42.4K)
Filed 2026-10-16
Orba Wealth Advisors, L.L.C.
INCREASED
Shares262 from 246
Change+16 (+7%)
Value$235.9K (-$12.9K)
Filed 2026-10-23
Asset Allocation & Management Company, LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$236.0K (+$235.7K)
Filed 2026-10-13
E6 Portfolios, LLC
DECREASED
Shares261 from 268
Change-7 (-3%)
Value$235.1K (-$35.7K)
Filed 2026-10-26
Fortem Financial Group, LLC
INCREASED
Shares261 from 260
Change+1 (+0%)
Value$235.0K (-$27.5K)
Filed 2026-10-20
Orca Wealth Management, LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$235.2K (-$28.7K)
Filed 2026-10-14
Vicus Capital
DECREASED
Shares260 from 436
Change-176 (-40%)
Value$233.9K (-$207.0K)
Filed 2026-11-05
Stephen J. Garry & Associates, LLC
DECREASED
Shares257 from 302
Change-45 (-15%)
Value$231.0K (-$74.5K)
Filed 2026-11-05
Downshift Financial, LLC
INCREASED
Shares257 from 223
Change+34 (+15%)
Value$231.2K (+$5.9K)
Filed 2026-10-13
Layline Advisors, LLC
INCREASED
Shares256 from 254
Change+2 (+1%)
Value$230.5K (-$26.2K)
Filed 2026-11-02
CWS Financial Advisors, LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$230.5K (-$28.4K)
Filed 2026-10-16
Global Trust Wealth Management LLC
DECREASED
Shares255 from 257
Change-2 (-1%)
Value$229.6K (-$30.3K)
Filed 2026-10-14
BNB Wealth Management, LLC
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$230.0K (-$27.5K)
Filed 2026-10-28
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$230.0K (-$28.0K)
Filed 2026-11-05
BOS Asset Management, LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$228.7K (-$28.2K)
Filed 2026-10-09
Capstone Wealth Management, LLC
NEW
Shares253
Change+253
Value$227.8K
Filed 2026-11-02
Peak Financial Management, Inc.
DECREASED
Shares252 from 272
Change-20 (-7%)
Value$227.7K (-$48.2K)
Filed 2026-10-16
Vista Investment Partners II, LLC
DECREASED
Shares252 from 263
Change-11 (-4%)
Value$226.6K (-$39.0K)
Filed 2026-10-15
Woodward Diversified Capital, LLC
DECREASED
Shares250 from 410
Change-160 (-39%)
Value$225.1K (-$189.7K)
Filed 2026-10-21
Old Port Advisors
INCREASED
Shares250 from 244
Change+6 (+2%)
Value$224.9K (-$21.7K)
Filed 2026-10-23
JBR Co Financial Management Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$254.9K (+$2.1K)
Filed 2026-10-13
Alchemi Wealth, LLC
INCREASED
Shares249 from 248
Change+1 (+0%)
Value$224.5K (-$27.3K)
Filed 2026-11-04
Greenfield Savings Bank
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$224.2K (-$27.6K)
Filed 2026-10-07
Brooklyn FI, LLC
INCREASED
Shares248 from 36
Change+212 (+589%)
Value$230.1K (+$190.6K)
Filed 2026-11-05
TSA Wealth Managment LLC
INCREASED
Shares248 from 206
Change+42 (+20%)
Value$223.3K (+$14.9K)
Filed 2026-10-22
United Asset Strategies, Inc.
DECREASED
Shares248 from 269
Change-21 (-8%)
Value$223.3K (-$48.8K)
Filed 2026-10-28
Arrow Financial Corp
DECREASED
Shares248 from 249
Change-1 (0%)
Value$223.3K (-$28.5K)
Filed 2026-10-26
Sage Rhino Capital LLC
DECREASED
Shares247 from 250
Change-3 (-1%)
Value$222.4K (-$30.5K)
Filed 2026-10-28
Aurora Private Wealth, Inc.
INCREASED
Shares246 from 228
Change+18 (+8%)
Value$221.0K (-$10.0K)
Filed 2026-10-20
William Mack & Associates, Inc.
DECREASED
Shares246 from 255
Change-9 (-4%)
Value$221.2K (-$36.8K)
Filed 2026-10-27
Evanson Financial, LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$221.5K (-$27.3K)
Filed 2026-10-23
Eastover Investment Advisors LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$220.6K (-$27.2K)
Filed 2026-10-05
5th Street Advisors, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$220.8K (-$27.0K)
Filed 2026-11-04
Wealth Alliance Advisory Group, LLC
DECREASED
Shares243 from 2,013
Change-1,770 (-88%)
Value$218.8K (-$1.8M)
Filed 2026-10-14
Finward Bancorp
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$218.8K (-$27.0K)
Filed 2026-10-14
MontVue Capital Management, Inc.
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$218.8K (-$27.0K)
Filed 2026-10-19
Avantax Planning Partners, Inc.
INCREASED
Shares241 from 207
Change+34 (+16%)
Value$216.8K (+$7.7K)
Filed 2026-11-03
Miller Global Investments, LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$217.0K (-$26.8K)
Filed 2026-10-02
Garner Asset Management Corp
INCREASED
Shares240 from 213
Change+27 (+13%)
Value$214.4K (-$1.0K)
Filed 2026-10-30
Stonehearth Capital Management, LLC
INCREASED
Shares240 from 239
Change+1 (+0%)
Value$216.1K (-$25.7K)
Filed 2026-10-13
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$216.1K (-$26.6K)
Filed 2026-10-19
PVG Asset Management Corp
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$216.1K (-$26.6K)
Filed 2026-10-19
Asset Advisory Group, Inc.
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$214.1K (-$26.3K)
Filed 2026-10-20
Wealth Architects, LLC
DECREASED
Shares237 from 287
Change-50 (-17%)
Value$213.4K (-$76.9K)
Filed 2026-11-03
Quaker Wealth Management, LLC
INCREASED
Shares237 from 212
Change+25 (+12%)
Value$213.4K (-$1.0K)
Filed 2026-10-22
Councilor Wealth, LLC
DECREASED
Shares235 from 293
Change-58 (-20%)
Value$211.7K (-$84.7K)
Filed 2026-10-09
Dorato Capital Management
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$208.5K (-$39.5K)
Filed 2026-10-08
Journey Retirement Planning & Investment Management LLC
NEW
Shares234
Change+234
Value$210.9K
Filed 2026-10-09
Jeppson Wealth Management, LLC
NEW
Shares234
Change+234
Value$210.6K
Filed 2026-10-20
Gemmer Asset Management LLC
DECREASED
Shares234 from 273
Change-39 (-14%)
Value$210.7K (-$65.4K)
Filed 2026-10-16
Hidden Cove Wealth Management, LLC
DECREASED
Shares232 from 238
Change-6 (-3%)
Value$208.9K (-$31.8K)
Filed 2026-10-19
Kondo Wealth Advisors, Inc.
DECREASED
Shares232 from 234
Change-2 (-1%)
Value$208.9K (-$27.8K)
Filed 2026-10-19
Alpha Omega Wealth Management LLC
DECREASED
Shares232 from 233
Change-1 (0%)
Value$208.9K (-$26.8K)
Filed 2026-10-23
XY Planning Network, Inc.
INCREASED
Shares231 from 205
Change+26 (+13%)
Value$207.8K (+$975)
Filed 2026-10-14
Salomon & Ludwin, LLC
DECREASED
Shares231 from 243
Change-12 (-5%)
Value$208.0K (-$39.8K)
Filed 2026-10-29
Wealthstar Advisors, LLC
INCREASED
Shares231 from 230
Change+1 (+0%)
Value$207.6K (-$24.6K)
Filed 2026-10-19
Barings LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$208.0K (-$25.6K)
Filed 2026-10-22
Paragon Private Wealth Management, LLC
DECREASED
Shares230 from 627
Change-397 (-63%)
Value$207.0K (-$427.9K)
Filed 2026-10-20
MQS Management LLC
DECREASED
Shares230 from 390
Change-160 (-41%)
Value$207.1K (-$187.4K)
Filed 2026-11-06
Legacy Financial Strategies, LLC
INCREASED
Shares230 from 228
Change+2 (+1%)
Value$207.2K (-$23.5K)
Filed 2026-10-15
GW Henssler & Associates LTD
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$207.1K (-$25.5K)
Filed 2026-10-26
Long Island Wealth Management, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$207.1K (-$25.5K)
Filed 2026-10-20
Altus Wealth Group LLC
DECREASED
Shares229 from 257
Change-28 (-11%)
Value$206.2K (-$53.7K)
Filed 2026-10-20
First Financial Group Corp
DECREASED
Shares229 from 239
Change-10 (-4%)
Value$206.3K (-$35.7K)
Filed 2026-10-22
Good Steward Wealth Advisors,LLC
DECREASED
Shares229 from 238
Change-9 (-4%)
Value$206.2K (-$34.5K)
Filed 2026-11-06
BCV Asset Management Inc.
DECREASED
Shares229 from 235
Change-6 (-3%)
Value$207.0K (-$33.2K)
Filed 2026-11-06
Belleair Asset Management, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$206.3K (-$25.4K)
Filed 2026-11-03
Wright Wealth LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$206.2K (-$25.4K)
Filed 2026-10-29
Shah Wealth Advisors, LLC
NEW
Shares228
Change+228
Value$205.3K
Filed 2026-11-06
GFG Capital, LLC
DECREASED
Shares228 from 270
Change-42 (-16%)
Value$205.6K (-$67.2K)
Filed 2026-10-16
Weatherly Asset Management L. P.
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$204.1K (-$25.2K)
Filed 2026-10-20
Hollow Brook Wealth Management LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$204.4K (-$25.2K)
Filed 2026-10-29
Strategy Asset Managers LLC
DECREASED
Shares226 from 1,442
Change-1,216 (-84%)
Value$203.9K (-$1.3M)
Filed 2026-10-14
Inman Jager Wealth Management, LLC
DECREASED
Shares226 from 227
Change-1 (0%)
Value$203.5K (-$26.1K)
Filed 2026-11-05
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares225 from 215
Change+10 (+5%)
Value$203.0K (-$14.0K)
Filed 2026-11-04
Centerpoint Advisory Group
DECREASED
Shares225 from 234
Change-9 (-4%)
Value$202.6K (-$34.1K)
Filed 2026-10-23
Keystone Wealth Services, LLC
INCREASED
Shares225 from 224
Change+1 (+0%)
Value$205.7K (-$21.2K)
Filed 2026-11-03
Home Federal Bank of Tennessee
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$202.6K (-$25.0K)
Filed 2026-10-15
Nolet Wealth Management, LLC
INCREASED
Shares224 from 198
Change+26 (+13%)
Value$201.8K (+$1.4K)
Filed 2026-10-15
Staley Capital Advisers Inc
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$201.7K (-$24.9K)
Filed 2026-11-06
EagleClaw Capital Managment, LLC
NEW
Shares223
Change+223
Value$200.8K
Filed 2026-11-06
Manchester Financial Inc
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$200.8K (-$24.8K)
Filed 2026-10-15
Addison Advisors LLC
INCREASED
Shares222 from 208
Change+14 (+7%)
Value$199.9K (-$10.5K)
Filed 2026-11-06
Bayban
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$218.5K ($0)
Filed 2026-11-05
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares214 from 211
Change+3 (+1%)
Value$192.7K (-$20.7K)
Filed 2026-10-30
Investment Research & Advisory Group, Inc.
INCREASED
Shares208 from 206
Change+2 (+1%)
Value$203.1K (-$13.9K)
Filed 2026-10-19
Jnba Financial Advisors
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$187.3K (-$23.1K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
INCREASED
Shares206 from 204
Change+2 (+1%)
Value$185.5K (-$20.8K)
Filed 2026-10-16
Keystone Financial Group, Inc.
INCREASED
Shares206 from 205
Change+1 (+0%)
Value$185.8K (-$21.8K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares205 from 687
Change-482 (-70%)
Value$184.6K (-$510.2K)
Filed 2026-10-14
Prism Planning Partners LLC
DECREASED
Shares202 from 210
Change-8 (-4%)
Value$181.5K (-$30.5K)
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$181.9K (-$22.4K)
Filed 2026-10-23
FNY Investment Advisers, LLC
INCREASED
Shares200 from 14
Change+186 (+1329%)
Value$180.0K (+$180.0K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
DECREASED
Shares200 from 225
Change-25 (-11%)
Value$180.1K (-$47.3K)
Filed 2026-10-26
Ulland Investment Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$180.0K (+$179.8K)
Filed 2026-10-13
One River Asset Management, LLC
NEW
Shares199
Change+199
Value$179.2K
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$173.8K (-$21.4K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares185 from 158
Change+27 (+17%)
Value$166.6K (+$6.8K)
Filed 2026-11-05
Mosley Wealth Management
DECREASED
Shares185 from 208
Change-23 (-11%)
Value$164.8K (-$45.3K)
Filed 2026-10-16
Albion Financial Group
INCREASED
Shares185 from 184
Change+1 (+1%)
Value$166.8K (-$19.4K)
Filed 2026-10-21
StrongBox Wealth, LLC
DECREASED
Shares172 from 197
Change-25 (-13%)
Value$154.9K (-$44.4K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$153.1K (-$18.9K)
Filed 2026-11-03
IAG Wealth Partners, LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$150.4K (-$18.5K)
Filed 2026-11-06
Abound Wealth Management
INCREASED
Shares163 from 159
Change+4 (+3%)
Value$147.2K (-$13.8K)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$146.8K (-$18.1K)
Filed 2026-10-30
West Paces Advisors Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$144.1K (-$17.8K)
Filed 2026-10-13
Horrell Capital Management, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$144.1K (-$17.8K)
Filed 2026-10-08
AXS Investments LLC
DECREASED
Shares156 from 202
Change-46 (-23%)
Value$140.5K (-$63.8K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$136.9K (-$16.9K)
Filed 2026-10-23
WPG Advisers, LLC
INCREASED
Shares151 from 149
Change+2 (+1%)
Value$136.0K (-$14.7K)
Filed 2026-10-27
Old Second National Bank of Aurora
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$136.0K (-$16.8K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$136.0K (-$16.8K)
Filed 2026-10-21
Archer Investment Corp
INCREASED
Shares150 from 129
Change+21 (+16%)
Value$134.6K (+$3.8K)
Filed 2026-11-05
Kentucky Trust Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$135.1K (-$16.7K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$135.1K (-$16.7K)
Filed 2026-10-09
Evolution Wealth Management Inc.
DECREASED
Shares147 from 151
Change-4 (-3%)
Value$132.4K (-$20.4K)
Filed 2026-10-28
Investors Research Corp
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$127.9K (-$15.8K)
Filed 2026-10-07
Financial Management Professionals, Inc.
INCREASED
Shares141 from 140
Change+1 (+1%)
Value$127.0K (-$14.6K)
Filed 2026-10-23
Advocate Investing Services LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$126.1K (-$15.5K)
Filed 2026-10-26
Center for Financial Planning, Inc.
INCREASED
Shares138 from 28
Change+110 (+393%)
Value$124.2K (+$95.9K)
Filed 2026-10-26
True Wealth Design, LLC
INCREASED
Shares138 from 64
Change+74 (+116%)
Value$124.3K (+$59.5K)
Filed 2026-10-13
Madden Securities Corp
NEW
Shares137
Change+137
Value$123.3K
Filed 2026-10-27
RHL Group, LLC
INCREASED
Shares137 from 136
Change+1 (+1%)
Value$123.4K (-$14.1K)
Filed 2026-11-04
Country Trust Bank
INCREASED
Shares131 from 101
Change+30 (+30%)
Value$117.9K (+$15.8K)
Filed 2026-10-30
Pacific Center for Financial Services
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$112.8K (-$13.6K)
Filed 2026-10-15
Hurley Capital, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$109.8K (-$13.5K)
Filed 2026-11-05
American National Bank & Trust
DECREASED
Shares120 from 182
Change-62 (-34%)
Value$108.0K (-$76.0K)
Filed 2026-10-07
Costello Asset Management, Inc
DECREASED
Shares115 from 120
Change-5 (-4%)
Value$103.6K (-$17.8K)
Filed 2026-10-30
New England Capital Financial Advisors LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$103.5K (-$12.8K)
Filed 2026-11-03
Richardson Financial Services Inc.
DECREASED
Shares114 from 145
Change-31 (-21%)
Value$102.6K (-$44.0K)
Filed 2026-10-30
James T. Borello RIA
INCREASED
Shares109 from 95
Change+14 (+15%)
Value$98.1K (+$2.1K)
Filed 2026-10-16
Union Savings Bank
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$98.1K (-$12.1K)
Filed 2026-10-14
Ashurst Perkins Coie Trust Co
INCREASED
Shares105 from 100
Change+5 (+5%)
Value$94.5K (-$6.6K)
Filed 2026-10-15
Birchwood Financial Partners, Inc.
INCREASED
Shares105 from 100
Change+5 (+5%)
Value$94.5K (-$6.6K)
Filed 2026-11-02
Evermay Wealth Management LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$94.5K (-$11.7K)
Filed 2026-11-05
Ares Financial Consulting, LLC
DECREASED
Shares103 from 104
Change-1 (-1%)
Value$92.9K (-$12.4K)
Filed 2026-10-19
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares100 from 90
Change+10 (+11%)
Value$90.0K (-$988)
Filed 2026-10-15
Berbice Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$90.0K (-$11.1K)
Filed 2026-10-13
Richardson Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$90.0K (-$11.1K)
Filed 2026-10-23
Maj Invest Holding A/S
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$90.0K (+$89.9K)
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares99 from 95
Change+4 (+4%)
Value$89.1K (-$6.9K)
Filed 2026-10-28
PFS Partners, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$88.6K (-$10.7K)
Filed 2026-10-21
Clark Wealth Partners
INCREASED
Shares97 from 92
Change+5 (+5%)
Value$87.2K (-$5.7K)
Filed 2026-10-19
Lodestone Wealth Management LLC
INCREASED
Shares96 from 66
Change+30 (+45%)
Value$86.0K (+$18.8K)
Filed 2026-10-14
Joseph Group Capital Management
DECREASED
Shares93 from 98
Change-5 (-5%)
Value$83.7K (-$15.4K)
Filed 2026-11-04
Hager Investment Management Services, LLC
INCREASED
Shares93 from 90
Change+3 (+3%)
Value$83.7K (-$7.3K)
Filed 2026-11-04
KFG LLC
NEW
Shares92
Change+92
Value$82.8K
Filed 2026-11-02
Essential Partners LLC
INCREASED
Shares92 from 85
Change+7 (+8%)
Value$82.8K (-$3.4K)
Filed 2026-10-14
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares92 from 89
Change+3 (+3%)
Value$82.9K (-$6.7K)
Filed 2026-10-28
Global X Japan Co., Ltd.
DECREASED
Shares91 from 102
Change-11 (-11%)
Value$81.9K (-$21.2K)
Filed 2026-10-21
Wilkerson Advisory Group LLC
DECREASED
Shares90 from 97
Change-7 (-7%)
Value$81.0K (-$17.1K)
Filed 2026-10-20
Clearstead Trust, LLC
INCREASED
Shares88 from 33
Change+55 (+167%)
Value$79.2K (+$45.9K)
Filed 2026-11-06
Toth Financial Advisory Corp
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$79.2K (-$9.8K)
Filed 2026-10-08
Quest 10 Wealth Builders, Inc.
INCREASED
Shares81 from 47
Change+34 (+72%)
Value$72.7K (+$25.0K)
Filed 2026-11-02
Avion Wealth
INCREASED
Shares80 from 72
Change+8 (+11%)
Value$72.0K (+$71.9K)
Filed 2026-11-04
Prudent Man Investment Management, Inc.
DECREASED
Shares79 from 94
Change-15 (-16%)
Value$71.1K (-$11.5K)
Filed 2026-11-03
United Financial Planning Group LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$70.2K (-$8.7K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$67.5K (-$8.3K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED
Shares74 from 68
Change+6 (+9%)
Value$66.3K (-$3.0K)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares73
Change+73
Value$65.7K
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$66.0K (-$8.0K)
Filed 2026-10-14
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$64.8K (-$8.0K)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$64.2K (-$7.6K)
Filed 2026-10-15
Clean Yield Group
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$63.9K (-$7.9K)
Filed 2026-10-28
American Capital Advisory, LLC
INCREASED
Shares70 from 69
Change+1 (+1%)
Value$63.0K (-$6.8K)
Filed 2026-10-28
First United Bank & Trust
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$59.4K (-$7.3K)
Filed 2026-10-22
Compass Wealth Management LLC
NEW
Shares65
Change+65
Value$58.5K
Filed 2026-10-22
Aspect Partners, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$57.6K (-$7.1K)
Filed 2026-10-20
DT Investment Partners, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$56.7K (-$7.0K)
Filed 2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares61 from 70
Change-9 (-13%)
Value$54.9K (-$15.9K)
Filed 2026-11-06
Covestor Ltd
DECREASED
Shares59 from 61
Change-2 (-3%)
Value$53.0K (-$9.0K)
Filed 2026-10-30
Paladin Partners, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$51.3K (-$6.3K)
Filed 2026-10-06
Morton Brown Family Wealth, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$51.6K (-$6.1K)
Filed 2026-10-23
Tounjian Advisory Partners, LLC
DECREASED
Shares55 from 70
Change-15 (-21%)
Value$49.8K (-$20.8K)
Filed 2026-11-04
Bare Financial Services, Inc
INCREASED
Shares54 from 49
Change+5 (+10%)
Value$48.6K (-$939)
Filed 2026-11-04
Main Street Group, LTD
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$47.7K (-$5.9K)
Filed 2026-10-28
Valued Wealth Advisors LLC
DECREASED
Shares52 from 59
Change-7 (-12%)
Value$46.8K (-$12.9K)
Filed 2026-11-05
Trust Co
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$46.8K (-$5.8K)
Filed 2026-10-09
Financial Perspectives, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$45.4K (-$5.6K)
Filed 2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$44.1K (-$5.4K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED
Shares46 from 127
Change-81 (-64%)
Value$41.8K (-$87.1K)
Filed 2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$39.6K (-$4.9K)
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares41
Change+41
Value$36.9K
Filed 2026-10-19
Winch Advisory Services, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$36.7K (-$4.3K)
Filed 2026-11-06
Burk Holdings LLC
INCREASED
Shares40 from 28
Change+12 (+43%)
Value$36.0K (+$7.7K)
Filed 2026-11-05
Horizon Financial Services, LLC
DECREASED
Shares38 from 45
Change-7 (-16%)
Value$34.4K (-$11.3K)
Filed 2026-11-04
United Community Bank
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$34.2K (-$4.2K)
Filed 2026-10-28
Proathlete Wealth Management LLC
NEW
Shares36
Change+36
Value$32.4K
Filed 2026-10-15
Copeland Capital Management, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$30.6K (-$3.8K)
Filed 2026-10-13
Bank & Trust Co
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$28.8K (-$3.6K)
Filed 2026-10-07
Key Capital Management, Inc
INCREASED
Shares31 from 26
Change+5 (+19%)
Value$27.9K (+$1.6K)
Filed 2026-11-03
Gleason Group, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$28.2K (-$3.3K)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
INCREASED
Shares30 from 15
Change+15 (+100%)
Value$27.0K (+$11.8K)
Filed 2026-10-15
Yankcom Partnership
DECREASED
Shares28 from 49
Change-21 (-43%)
Value$25.2K (-$24.3K)
Filed 2026-10-15
Steph & Co
INCREASED
Shares28 from 25
Change+3 (+12%)
Value$25.2K (-$74)
Filed 2026-10-07
Mascoma Wealth Management LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$25.2K (-$3.1K)
Filed 2026-10-23
Meriwether Wealth & Planning, LLC
NEW
Shares27
Change+27
Value$24.3K
Filed 2026-10-13
Wealth Analytics Partners, LLC
NEW
Shares27
Change+27
Value$24.3K
Filed 2026-10-19
Retirement Wealth Solutions LLC
INCREASED
Shares26 from 19
Change+7 (+37%)
Value$23.4K (+$4.2K)
Filed 2026-10-07
Torren Management, LLC
INCREASED
Shares26 from 21
Change+5 (+24%)
Value$23.0K (+$2.3K)
Filed 2026-10-29
Entrust Financial LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$22.5K (-$2.8K)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$22.2K (-$3.7K)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$22.5K (-$2.8K)
Filed 2026-10-16
Birchbrook, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$22.5K (-$2.8K)
Filed 2026-10-14
Piscataqua Savings Bank
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$21.6K (-$2.7K)
Filed 2026-10-21
Fairway Wealth LLC
INCREASED
Shares23 from 18
Change+5 (+28%)
Value$20.7K (+$2.5K)
Filed 2026-10-30
Phillip James Consulting Co.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$20.7K (-$2.6K)
Filed 2026-11-03
First Financial Corp
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$20.7K (-$2.6K)
Filed 2026-10-13
Hughes Financial Services, LLC
DECREASED
Shares22 from 25
Change-3 (-12%)
Value$20.4K (-$4.9K)
Filed 2026-10-30
Godsey & Gibb, Inc
INCREASED
Shares22 from 20
Change+2 (+10%)
Value$19.8K (-$420)
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares21 from 19
Change+2 (+11%)
Value$18.9K (-$308)
Filed 2026-10-02
Sfam, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$18.0K (-$2.2K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
INCREASED
Shares16 from 14
Change+2 (+14%)
Value$14.4K (+$247)
Filed 2026-10-28
Harbor Asset Planning, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$12.6K (-$1.6K)
Filed 2026-10-23
Owl Creek Wealth Partners LLC
DECREASED
Shares13 from 113
Change-100 (-88%)
Value$11.7K (-$102.6K)
Filed 2026-10-20
DeDora Capital, Inc.
NEW
Shares12
Change+12
Value$10.8K
Filed 2026-10-26
Fiduciary Advisors, Inc.
NEW
Shares12
Change+12
Value$10.8K
Filed 2026-10-16
Maseco LLP
INCREASED
Shares12 from 7
Change+5 (+71%)
Value$11.0K (+$3.8K)
Filed 2026-10-27
Adirondack Trust Co
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$10.8K (-$1.3K)
Filed 2026-10-14
Syntax Research, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$10.8K (-$1.3K)
Filed 2026-11-04
Inspire Investing, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$9.0K (-$1.1K)
Filed 2026-10-22
Strategic Advocates LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$9.0K (-$1.1K)
Filed 2026-11-03
WestEnd Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$9.1K (-$1.1K)
Filed 2026-10-27
Pflug Koory, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$9.0K (-$1.1K)
Filed 2026-10-26
Davis Capital Management
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$8.1K (+$1.0K)
Filed 2026-10-08
POM Investment Strategies, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$8.2K (-$988)
Filed 2026-10-20
10Elms LLP
NEW
Shares8
Change+8
Value$7.2K
Filed 2026-11-06
CKW Financial Group
NEW
Shares8
Change+8
Value$7
Filed 2026-10-29
Align Financial, LLC
INCREASED
Shares8 from 4
Change+4 (+100%)
Value$7.2K (+$3.2K)
Filed 2026-10-16
Tradewinds Capital Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$7.4K (-$889)
Filed 2026-10-23
NorthAvenue LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$7.2K (-$888)
Filed 2026-10-29
1620 Investment Advisors, Inc.
NEW
Shares7
Change+7
Value$6.3K
Filed 2026-11-04
DecisionPoint Financial, LLC
INCREASED
Shares7 from 2
Change+5 (+250%)
Value$6.3K (+$4.2K)
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares6
Change+6
Value$5.6K
Filed 2026-10-30
J.Safra Asset Management Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$5.4K (-$666)
Filed 2026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$5.4K (-$666)
Filed 2026-10-29
PayPay Securities Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$5.4K (-$666)
Filed 2026-10-27
Bernzott Capital Advisors
NEW
Shares5
Change+5
Value$4.5K
Filed 2026-10-29
Polaris Financial Partners
NEW
Shares5
Change+5
Value$5
Filed 2026-10-02
Putney Financial Group LLC
NEW
Shares5
Change+5
Value$4.5K
Filed 2026-10-30
Lynch Investment Planning, LLC
NEW
Shares5
Change+5
Value$4.5K
Filed 2026-10-27
Peterson Wealth Management
NEW
Shares5
Change+5
Value$4.5K
Filed 2026-11-06
Marquette Asset Management, LLC
DECREASED
Shares5 from 16
Change-11 (-69%)
Value$4.5K (-$11.7K)
Filed 2026-10-09
Bfsg, LLC
DECREASED
Shares5 from 12
Change-7 (-58%)
Value$4.5K (-$7.6K)
Filed 2026-10-30
Smallwood Wealth Investment Management, LLC
INCREASED
Shares5 from 2
Change+3 (+150%)
Value$4.5K (+$2.5K)
Filed 2026-10-30
Southern Michigan Bank & Trust
DECREASED
Shares5 from 7
Change-2 (-29%)
Value$4.5K (-$2.6K)
Filed 2026-10-19
Decker Retirement Planning Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$4.7K (-$582)
Filed 2026-10-19
McCarley & Cook Financial Planners
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$4.5K (-$555)
Filed 2026-10-21
Networth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.6K (-$424)
Filed 2026-11-03
Breakwater Investment Management
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$2.7K (+$679)
Filed 2026-10-20
Navigoe, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$2 (-$1)
Filed 2026-11-04
Carolina Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$1.8K
Filed 2026-10-23
Lloyd Advisory Services, Llc.
DECREASED
Shares2 from 4
Change-2 (-50%)
Value$1.8K (-$2.4K)
Filed 2026-11-02
Sunrise Financial Services, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.8K (-$222)
Filed 2026-10-21
Noble Wealth Management PBC
NEW
Shares1
Change+1
Value$900
Filed 2026-10-01
Security National Bank
NEW
Shares1
Change+1
Value$900
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares1
Change+1
Value$719
Filed 2026-10-09
Redwood Park Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$901 (-$111)
Filed 2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$901 (-$111)
Filed 2026-10-15
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 12,529
Change-12,529 (-100%)
Value$0 (-$12.7M)
Filed 2026-10-15
VMS Asset Management Limited
CLOSED
Shares0 from 9,890
Change-9,890 (-100%)
Value$0 (-$10.0M)
Filed 2026-10-15
Ninety One SA (PTY) Ltd
CLOSED
Shares0 from 8,494
Change-8,494 (-100%)
Value$0 (-$8.6M)
Filed 2026-10-15
Donoghue Forlines LLC
CLOSED
Shares0 from 3,817
Change-3,817 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-02
Ninety One North America, Inc.
CLOSED
Shares0 from 3,525
Change-3,525 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-15
Andrew Hill Investment Advisors, Inc.
CLOSED
Shares0 from 3,479
Change-3,479 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-22
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 2,719
Change-2,719 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-03
Check Capital Management Inc
CLOSED
Shares0 from 2,460
Change-2,460 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
CLOSED
Shares0 from 2,372
Change-2,372 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-09
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 1,624
Change-1,624 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-06
ABC Arbitrage SA
CLOSED
Shares0 from 1,017
Change-1,017 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-23
Connective Portfolio Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-22
Rational Advisors, Inc.
CLOSED
Shares0 from 979
Change-979 (-100%)
Value$0 (-$990.1K)
Filed 2026-11-02
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 972
Change-972 (-100%)
Value$0 (-$983.1K)
Filed 2026-10-27
Impact Investors, Inc
CLOSED
Shares0 from 792
Change-792 (-100%)
Value$0 (-$801.0K)
Filed 2026-11-02
LifeWealth Investments, LLC
CLOSED
Shares0 from 701
Change-701 (-100%)
Value$0 (-$709.0K)
Filed 2026-10-21
4Wealth Advisors, Inc.
CLOSED
Shares0 from 640
Change-640 (-100%)
Value$0 (-$653.1K)
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$508.0K)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 456
Change-456 (-100%)
Value$0 (-$461.3K)
Filed 2026-10-14
PCG Asset Management, LLC
CLOSED
Shares0 from 427
Change-427 (-100%)
Value$0 (-$431.9K)
Filed 2026-11-05
Quattro Financial Advisors LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$404.5K)
Filed 2026-10-15
Camden National Bank
CLOSED
Shares0 from 392
Change-392 (-100%)
Value$0 (-$396.5K)
Filed 2026-11-02
Ignite Planners, LLC
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$377.9K)
Filed 2026-10-14
MW Advisory, LLC
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$327.7K)
Filed 2026-10-19
Meadow Creek Wealth Advisors LLC
CLOSED
Shares0 from 314
Change-314 (-100%)
Value$0 (-$317.6K)
Filed 2026-11-02
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$304.4K)
Filed 2026-10-26
Trust Investment Advisors
CLOSED
Shares0 from 297
Change-297 (-100%)
Value$0 (-$300.4K)
Filed 2026-10-20
One Wealth Capital Management, LLC
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$293.0K)
Filed 2026-10-23
Integrated Financial Solutions, Inc.
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$285.2K)
Filed 2026-10-09
Genesis Private Wealth, LLC
CLOSED
Shares0 from 273
Change-273 (-100%)
Value$0 (-$276.1K)
Filed 2026-11-02
WealthPoint Financial, LLC
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$264.0K)
Filed 2026-11-03
Destiny Wealth Partners, LLC
CLOSED
Shares0 from 254
Change-254 (-100%)
Value$0 (-$258.7K)
Filed 2026-11-05
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$248.8K)
Filed 2026-10-09
Phillips Financial Management, LLC
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$243.7K)
Filed 2026-10-19
Axim Planning & Wealth
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$238.7K)
Filed 2026-10-28
North Capital, Inc.
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$238.7K)
Filed 2026-10-16
Avantra Family Wealth, Inc.
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$231.7K)
Filed 2026-10-20
Virtue Capital Management, LLC
CLOSED
Shares0 from 227
Change-227 (-100%)
Value$0 (-$229.6K)
Filed 2026-10-29
Nautilus Advisors LLC
CLOSED
Shares0 from 226
Change-226 (-100%)
Value$0 (-$239.0K)
Filed 2026-10-07
apricus wealth, LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-26
21 West Wealth Management LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-13
Veery Capital, LLC
CLOSED
Shares0 from 221
Change-221 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-07
Cora Capital Advisors LLC
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$221.3K)
Filed 2026-11-02
Bill Few Associates, Inc.
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$221.5K)
Filed 2026-10-09
Lee Financial Co
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-16
Clarity Wealth Advisors, LLC
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$220.5K)
Filed 2026-10-21
Monte Financial Group, LLC
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$220.0K)
Filed 2026-11-02
Marathon Wealth Advisors LLC
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$217.5K)
Filed 2026-11-04
Grantvest Financial Group LLC
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$216.4K)
Filed 2026-10-21
Howard Capital Management Group, LLC
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$216.4K)
Filed 2026-10-16
Penobscot Investment Management Company, Inc.
CLOSED
Shares0 from 213
Change-213 (-100%)
Value$0 (-$215.4K)
Filed 2026-10-26
Eagle Strategies LLC
CLOSED
Shares0 from 212
Change-212 (-100%)
Value$0 (-$214.8K)
Filed 2026-10-16
Vericrest Private Wealth
CLOSED
Shares0 from 212
Change-212 (-100%)
Value$0 (-$214.4K)
Filed 2026-10-21
Piedmont Capital Management, LLC
CLOSED
Shares0 from 212
Change-212 (-100%)
Value$0 (-$214.4K)
Filed 2026-10-21
Capital Wealth Alliance, LLC
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-20
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-20
Pacific Sage Partners, LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-21
Avid Wealth Partners LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$212.4K)
Filed 2026-11-03
Marathon Strategic Advisors, LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-20
Tcfg Investment Advisors, LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-20
Commons Capital, LLC
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$210.9K)
Filed 2026-11-05
Synergy Asset Management, LLC
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$211.4K)
Filed 2026-11-05
Silverleafe Capital Partners, LLC
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-02
Guardian Capital, LLC
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$207.1K)
Filed 2026-11-06
JB Capital LLC
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-19
Midland Wealth Advisors, LLC
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-26
PMG Family Office LLC
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-19
Ballew Advisors, Inc
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-05
Global Wealth Management Investment Advisory, Inc.
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$205.4K)
Filed 2026-11-04
Ellis Investment Partners, LLC
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-21
Carmel Capital Partners, LLC
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$203.3K)
Filed 2026-11-03
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-02
Future Financial Wealth Managment LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$214.9K)
Filed 2026-10-15
Valley Brook Capital Group, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-26
Eagle Rock Investment Company, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-21
Wiser Wealth Management, Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-14
Closed-End Fund Advisors, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-04
Brown Miller Wealth Management, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-02
Advisors Management Group Inc
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$200.0K)
Filed 2026-11-05
Intergy Private Wealth, LLC
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-16
Elite Life Management LLC
CLOSED
Shares0 from 193
Change-193 (-100%)
Value$0 (-$204.7K)
Filed 2026-11-06
Cannon Advisors, Inc.
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$204.1K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$170.4K)
Filed 2026-10-16
Atlatl Advisers LLC
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$156.8K)
Filed 2026-10-22
Wellington Shields & Co., LLC
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$139.6K)
Filed 2026-11-03
Robinswood Financial LLC
CLOSED
Shares0 from 106
Change-106 (-100%)
Value$0 (-$107.7K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$52.6K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$317.7K)
Filed 2026-11-05
Bayforest Capital Ltd
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$35.4K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$28.1K)
Filed 2026-10-26
Axiom Investment Management LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$7.1K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-21
Stone House Investment Management, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-23
Whipplewood Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-20
Merrithew & Thorsten Inc
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$4)
Filed 2026-11-06
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$223)
Filed 2026-10-16
Raleigh Capital Management Inc.
DECREASED
Shares0 from 753
Change-753 (-100%)
Value$356 (-$761.1K)
Filed 2026-10-28
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$940.9K (-$116.0K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$220.6K (-$17.1K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 23,900,376
Change-23,900,376 (-100%)
Value—
State Street Corp
N/A
Shares— from 18,830,464
Change-18,830,464 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 18,425,670
Change-18,425,670 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,039,070
Change-8,039,070 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 7,215,421
Change-7,215,421 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,030,974
Change-7,030,974 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,680,811
Change-6,680,811 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,866,640
Change-3,866,640 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,052,734
Change-3,052,734 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,616,283
Change-2,616,283 (-100%)
Value—
Norges Bank
N/A
Shares— from 2,595,205
Change-2,595,205 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,508,431
Change-2,508,431 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,346,727
Change-2,346,727 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,052,126
Change-2,052,126 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,948,308
Change-1,948,308 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,945,312
Change-1,945,312 (-100%)
Value—
Capital World Investors
N/A
Shares— from 1,902,662
Change-1,902,662 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,896,345
Change-1,896,345 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,588,934
Change-1,588,934 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,532,973
Change-1,532,973 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,486,449
Change-1,486,449 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,407,422
Change-1,407,422 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,249,847
Change-1,249,847 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 1,212,589
Change-1,212,589 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,136,909
Change-1,136,909 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 1,013,622
Change-1,013,622 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 973,106
Change-973,106 (-100%)
Value—
Boston Partners
N/A
Shares— from 949,277
Change-949,277 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 829,659
Change-829,659 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 810,986
Change-810,986 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 774,110
Change-774,110 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 753,545
Change-753,545 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 720,663
Change-720,663 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 717,562
Change-717,562 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 706,737
Change-706,737 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 671,723
Change-671,723 (-100%)
Value—
National Pension Service
N/A
Shares— from 670,463
Change-670,463 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 655,492
Change-655,492 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 646,067
Change-646,067 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 638,391
Change-638,391 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 633,635
Change-633,635 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 610,086
Change-610,086 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 521,529
Change-521,529 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 514,302
Change-514,302 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 503,866
Change-503,866 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 486,684
Change-486,684 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 485,235
Change-485,235 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 475,661
Change-475,661 (-100%)
Value—
Starlite Capital Inc
N/A
Shares— from 458,173
Change-458,173 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 450,240
Change-450,240 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 434,402
Change-434,402 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 401,556
Change-401,556 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 400,606
Change-400,606 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 368,372
Change-368,372 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 368,322
Change-368,322 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 344,252
Change-344,252 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 338,807
Change-338,807 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 323,806
Change-323,806 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 319,513
Change-319,513 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 318,424
Change-318,424 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 318,353
Change-318,353 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 315,984
Change-315,984 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 315,620
Change-315,620 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 299,500
Change-299,500 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 292,463
Change-292,463 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 278,347
Change-278,347 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 274,627
Change-274,627 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 267,047
Change-267,047 (-100%)
Value—
Aviva PLC
N/A
Shares— from 263,877
Change-263,877 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 261,941
Change-261,941 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 257,173
Change-257,173 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 253,503
Change-253,503 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 249,833
Change-249,833 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 249,777
Change-249,777 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 247,055
Change-247,055 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 244,401
Change-244,401 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 243,871
Change-243,871 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 238,684
Change-238,684 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 233,364
Change-233,364 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 233,356
Change-233,356 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 230,000
Change-230,000 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 228,929
Change-228,929 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 225,763
Change-225,763 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 222,183
Change-222,183 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 219,334
Change-219,334 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 216,089
Change-216,089 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 213,232
Change-213,232 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 212,408
Change-212,408 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 209,998
Change-209,998 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 209,144
Change-209,144 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 206,151
Change-206,151 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 206,096
Change-206,096 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 201,688
Change-201,688 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 201,553
Change-201,553 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 199,711
Change-199,711 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 191,453
Change-191,453 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 191,136
Change-191,136 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 191,000
Change-191,000 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 188,563
Change-188,563 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 186,608
Change-186,608 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 184,881
Change-184,881 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 182,298
Change-182,298 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 180,956
Change-180,956 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 170,305
Change-170,305 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 166,524
Change-166,524 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 158,530
Change-158,530 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 157,357
Change-157,357 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 153,522
Change-153,522 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 150,045
Change-150,045 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 149,189
Change-149,189 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 148,643
Change-148,643 (-100%)
Value—
Blair William & Co
N/A
Shares— from 147,217
Change-147,217 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 146,763
Change-146,763 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 141,192
Change-141,192 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 140,897
Change-140,897 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 139,262
Change-139,262 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 137,023
Change-137,023 (-100%)
Value—
Dodge & COX
N/A
Shares— from 134,131
Change-134,131 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 132,526
Change-132,526 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 126,209
Change-126,209 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 125,749
Change-125,749 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 124,901
Change-124,901 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 124,168
Change-124,168 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 122,832
Change-122,832 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 122,701
Change-122,701 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 122,140
Change-122,140 (-100%)
Value—
Ossiam
N/A
Shares— from 121,771
Change-121,771 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 120,468
Change-120,468 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 118,642
Change-118,642 (-100%)
Value—
CTC LLC
N/A
Shares— from 118,463
Change-118,463 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 115,455
Change-115,455 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 114,392
Change-114,392 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 112,548
Change-112,548 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 110,233
Change-110,233 (-100%)
Value—
&partners
N/A
Shares— from 108,055
Change-108,055 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 107,781
Change-107,781 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 106,910
Change-106,910 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 105,795
Change-105,795 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 101,949
Change-101,949 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 101,947
Change-101,947 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 99,927
Change-99,927 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 97,699
Change-97,699 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 94,585
Change-94,585 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 94,147
Change-94,147 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 92,391
Change-92,391 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 90,224
Change-90,224 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 89,796
Change-89,796 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 88,836
Change-88,836 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 86,484
Change-86,484 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 85,766
Change-85,766 (-100%)
Value—
Stephens Inc
N/A
Shares— from 85,346
Change-85,346 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 84,407
Change-84,407 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 82,705
Change-82,705 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 82,366
Change-82,366 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 82,129
Change-82,129 (-100%)
Value—
S&G Foundation
N/A
Shares— from 81,600
Change-81,600 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 77,660
Change-77,660 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 77,626
Change-77,626 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 76,901
Change-76,901 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 75,027
Change-75,027 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 74,448
Change-74,448 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 73,537
Change-73,537 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 72,064
Change-72,064 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 71,676
Change-71,676 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 69,625
Change-69,625 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 67,621
Change-67,621 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 67,385
Change-67,385 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 67,342
Change-67,342 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 67,334
Change-67,334 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 66,897
Change-66,897 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 64,231
Change-64,231 (-100%)
Value—
Hound Partners, LLC
N/A
Shares— from 63,000
Change-63,000 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 62,701
Change-62,701 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 62,498
Change-62,498 (-100%)
Value—
Commerce Bank
N/A
Shares— from 61,807
Change-61,807 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 60,179
Change-60,179 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 59,136
Change-59,136 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 58,834
Change-58,834 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 58,344
Change-58,344 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 57,416
Change-57,416 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 56,830
Change-56,830 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 55,400
Change-55,400 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 55,352
Change-55,352 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 54,465
Change-54,465 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 54,062
Change-54,062 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 53,153
Change-53,153 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 53,116
Change-53,116 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 52,981
Change-52,981 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 52,204
Change-52,204 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 51,806
Change-51,806 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 50,896
Change-50,896 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 49,477
Change-49,477 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 49,073
Change-49,073 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 48,574
Change-48,574 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 48,491
Change-48,491 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 48,286
Change-48,286 (-100%)
Value—
Global Frontier Investments LLC
N/A
Shares— from 48,000
Change-48,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 47,486
Change-47,486 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 47,033
Change-47,033 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 46,675
Change-46,675 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 45,128
Change-45,128 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 44,935
Change-44,935 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 44,225
Change-44,225 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 44,196
Change-44,196 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 43,783
Change-43,783 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 43,386
Change-43,386 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 43,324
Change-43,324 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 43,121
Change-43,121 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 42,427
Change-42,427 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 41,842
Change-41,842 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 41,734
Change-41,734 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 41,730
Change-41,730 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 41,410
Change-41,410 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 39,960
Change-39,960 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 39,512
Change-39,512 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 39,333
Change-39,333 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 38,890
Change-38,890 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 38,506
Change-38,506 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 37,844
Change-37,844 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 37,502
Change-37,502 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 37,461
Change-37,461 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 37,388
Change-37,388 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,373
Change-37,373 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 37,079
Change-37,079 (-100%)
Value—
Man Group plc
N/A
Shares— from 37,073
Change-37,073 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 36,927
Change-36,927 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 36,368
Change-36,368 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 36,298
Change-36,298 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 36,173
Change-36,173 (-100%)
Value—
Prudential PLC
N/A
Shares— from 35,590
Change-35,590 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 34,757
Change-34,757 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 34,585
Change-34,585 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 34,222
Change-34,222 (-100%)
Value—
Dnca Finance
N/A
Shares— from 32,633
Change-32,633 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 32,547
Change-32,547 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 31,729
Change-31,729 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 31,440
Change-31,440 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 30,971
Change-30,971 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 30,745
Change-30,745 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 30,378
Change-30,378 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 30,275
Change-30,275 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 29,921
Change-29,921 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 29,851
Change-29,851 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 29,721
Change-29,721 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 29,640
Change-29,640 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 29,511
Change-29,511 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 28,942
Change-28,942 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 28,561
Change-28,561 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 28,088
Change-28,088 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 27,679
Change-27,679 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 27,556
Change-27,556 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 27,379
Change-27,379 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 27,218
Change-27,218 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 26,787
Change-26,787 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 26,597
Change-26,597 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 26,521
Change-26,521 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 26,407
Change-26,407 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 26,321
Change-26,321 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 26,142
Change-26,142 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 26,043
Change-26,043 (-100%)
Value—
Allstate Corp
N/A
Shares— from 25,973
Change-25,973 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 25,958
Change-25,958 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 25,707
Change-25,707 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 25,263
Change-25,263 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 25,070
Change-25,070 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 24,982
Change-24,982 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,816
Change-24,816 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 24,791
Change-24,791 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 24,746
Change-24,746 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 24,445
Change-24,445 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 24,334
Change-24,334 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 23,661
Change-23,661 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 23,200
Change-23,200 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 23,136
Change-23,136 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 23,096
Change-23,096 (-100%)
Value—
Rovida Investment Management Ltd
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 22,975
Change-22,975 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 22,821
Change-22,821 (-100%)
Value—
Allianz SE
N/A
Shares— from 21,913
Change-21,913 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 21,819
Change-21,819 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 21,717
Change-21,717 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 21,556
Change-21,556 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 21,521
Change-21,521 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 21,336
Change-21,336 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 21,251
Change-21,251 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 20,918
Change-20,918 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 20,752
Change-20,752 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 20,650
Change-20,650 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 20,585
Change-20,585 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 20,417
Change-20,417 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 20,035
Change-20,035 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 19,904
Change-19,904 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 19,886
Change-19,886 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 19,730
Change-19,730 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 19,691
Change-19,691 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 19,519
Change-19,519 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 19,320
Change-19,320 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,208
Change-19,208 (-100%)
Value—
Motco
N/A
Shares— from 18,641
Change-18,641 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 18,550
Change-18,550 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 18,547
Change-18,547 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,297
Change-18,297 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 18,100
Change-18,100 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 17,422
Change-17,422 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 17,402
Change-17,402 (-100%)
Value—
Simmons Bank
N/A
Shares— from 17,287
Change-17,287 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 16,969
Change-16,969 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 16,896
Change-16,896 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 16,740
Change-16,740 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 16,642
Change-16,642 (-100%)
Value—
BNP Paribas
N/A
Shares— from 16,641
Change-16,641 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 16,269
Change-16,269 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 15,744
Change-15,744 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 15,581
Change-15,581 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 15,512
Change-15,512 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 15,480
Change-15,480 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 15,101
Change-15,101 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 15,081
Change-15,081 (-100%)
Value—
Matthew 25 Management Corp
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 14,978
Change-14,978 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,912
Change-14,912 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,765
Change-14,765 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 14,749
Change-14,749 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 14,654
Change-14,654 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 14,546
Change-14,546 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,419
Change-14,419 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 14,245
Change-14,245 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 14,224
Change-14,224 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 14,059
Change-14,059 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 13,759
Change-13,759 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 13,347
Change-13,347 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 13,334
Change-13,334 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 12,889
Change-12,889 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 12,632
Change-12,632 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 12,602
Change-12,602 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 12,413
Change-12,413 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,384
Change-12,384 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 12,318
Change-12,318 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 12,208
Change-12,208 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 12,076
Change-12,076 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 12,049
Change-12,049 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 11,942
Change-11,942 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 11,935
Change-11,935 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 11,814
Change-11,814 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 11,778
Change-11,778 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 11,776
Change-11,776 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 11,712
Change-11,712 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 11,563
Change-11,563 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 11,443
Change-11,443 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,409
Change-11,409 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 11,363
Change-11,363 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,288
Change-11,288 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 11,274
Change-11,274 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 11,139
Change-11,139 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,887
Change-10,887 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,883
Change-10,883 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 10,854
Change-10,854 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 10,705
Change-10,705 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 10,655
Change-10,655 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 10,419
Change-10,419 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 10,407
Change-10,407 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 10,286
Change-10,286 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 10,265
Change-10,265 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 10,022
Change-10,022 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 9,947
Change-9,947 (-100%)
Value—
Aragon Global Management, LP
N/A
Shares— from 9,915
Change-9,915 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 9,889
Change-9,889 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 9,849
Change-9,849 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,803
Change-9,803 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 9,742
Change-9,742 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 9,731
Change-9,731 (-100%)
Value—
Park Circle Co
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 9,522
Change-9,522 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 9,420
Change-9,420 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 9,340
Change-9,340 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 9,339
Change-9,339 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 9,273
Change-9,273 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 9,262
Change-9,262 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 9,129
Change-9,129 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 9,075
Change-9,075 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 8,973
Change-8,973 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,935
Change-8,935 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 8,812
Change-8,812 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 8,810
Change-8,810 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 8,809
Change-8,809 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 8,784
Change-8,784 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 8,636
Change-8,636 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 8,611
Change-8,611 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 8,608
Change-8,608 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 8,508
Change-8,508 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 8,460
Change-8,460 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,337
Change-8,337 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 8,293
Change-8,293 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 8,239
Change-8,239 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 8,219
Change-8,219 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,156
Change-8,156 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 8,114
Change-8,114 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 8,112
Change-8,112 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 8,079
Change-8,079 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 8,001
Change-8,001 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 7,991
Change-7,991 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 7,882
Change-7,882 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,807
Change-7,807 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 7,774
Change-7,774 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 7,671
Change-7,671 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 7,607
Change-7,607 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 7,553
Change-7,553 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 7,530
Change-7,530 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 7,520
Change-7,520 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 7,487
Change-7,487 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,474
Change-7,474 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
ING Groep NV
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 7,382
Change-7,382 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 7,296
Change-7,296 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 7,062
Change-7,062 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 7,008
Change-7,008 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 6,936
Change-6,936 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 6,805
Change-6,805 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 6,763
Change-6,763 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 6,702
Change-6,702 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6,591
Change-6,591 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,204
Change-6,204 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 6,162
Change-6,162 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 6,152
Change-6,152 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 6,088
Change-6,088 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 6,027
Change-6,027 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 6,022
Change-6,022 (-100%)
Value—
EFG International AG
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 5,938
Change-5,938 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,641
Change-5,641 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,538
Change-5,538 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,533
Change-5,533 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,458
Change-5,458 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 5,443
Change-5,443 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 5,439
Change-5,439 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,365
Change-5,365 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 5,263
Change-5,263 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 5,129
Change-5,129 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 4,984
Change-4,984 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,871
Change-4,871 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 4,865
Change-4,865 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,513
Change-4,513 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 4,477
Change-4,477 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,443
Change-4,443 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,368
Change-4,368 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,812
Change-3,812 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,759
Change-3,759 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 3,533
Change-3,533 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 3,433
Change-3,433 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,227
Change-3,227 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,586
Change-2,586 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 2,417
Change-2,417 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
PMC FIG Opportunities LLC
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 1,876
Change-1,876 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
NCP Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 986
Change-986 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 969
Change-969 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 954
Change-954 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 928
Change-928 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 919
Change-919 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Bank of Marin
N/A
Shares— from 905
Change-905 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
EWA, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Calydon Capital
N/A
Shares— from 895
Change-895 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 874
Change-874 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 866
Change-866 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
GHE, LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 840
Change-840 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 834
Change-834 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 832
Change-832 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 828
Change-828 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 826
Change-826 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 824
Change-824 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
Rogco, LP
N/A
Shares— from 813
Change-813 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 813
Change-813 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 805
Change-805 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Bamco Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 795
Change-795 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 789
Change-789 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 787
Change-787 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 779
Change-779 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 777
Change-777 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 768
Change-768 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 757
Change-757 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 741
Change-741 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 734
Change-734 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 720
Change-720 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 701
Change-701 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 690
Change-690 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Kore Advisors LP
N/A
Shares— from 680
Change-680 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 676
Change-676 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 664
Change-664 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 658
Change-658 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 644
Change-644 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 636
Change-636 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 626
Change-626 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 623
Change-623 (-100%)
Value—
American Trust
N/A
Shares— from 618
Change-618 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 614
Change-614 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 611
Change-611 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 596
Change-596 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 579
Change-579 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 578
Change-578 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 577
Change-577 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 567
Change-567 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 555
Change-555 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 553
Change-553 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 551
Change-551 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 547
Change-547 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 544
Change-544 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 540
Change-540 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 533
Change-533 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 525
Change-525 (-100%)
Value—
Bank OZK
N/A
Shares— from 519
Change-519 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 513
Change-513 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 506
Change-506 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 505
Change-505 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 503
Change-503 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 500
Change-500 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 494
Change-494 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 493
Change-493 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 492
Change-492 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 490
Change-490 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 490
Change-490 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 490
Change-490 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 478
Change-478 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 476
Change-476 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 470
Change-470 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 465
Change-465 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 460
Change-460 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 445
Change-445 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 444
Change-444 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 441
Change-441 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 440
Change-440 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 439
Change-439 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 437
Change-437 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 431
Change-431 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 422
Change-422 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Summitry LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 411
Change-411 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 411
Change-411 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 404
Change-404 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 403
Change-403 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 401
Change-401 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 400
Change-400 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 390
Change-390 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 386
Change-386 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 386
Change-386 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 376
Change-376 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 356
Change-356 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 356
Change-356 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 356
Change-356 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 354
Change-354 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 353
Change-353 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 349
Change-349 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 348
Change-348 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 347
Change-347 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 346
Change-346 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 346
Change-346 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 338
Change-338 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 332
Change-332 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 332
Change-332 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 330
Change-330 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 327
Change-327 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 324
Change-324 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 323
Change-323 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 322
Change-322 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 319
Change-319 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 317
Change-317 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 317
Change-317 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 309
Change-309 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 308
Change-308 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 297
Change-297 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 292
Change-292 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 290
Change-290 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 289
Change-289 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 287
Change-287 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 284
Change-284 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 283
Change-283 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 280
Change-280 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 278
Change-278 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 277
Change-277 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 272
Change-272 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 269
Change-269 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 264
Change-264 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 261
Change-261 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 258
Change-258 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 256
Change-256 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 255
Change-255 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 253
Change-253 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 250
Change-250 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 250
Change-250 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 249
Change-249 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 246
Change-246 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 243
Change-243 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 240
Change-240 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 237
Change-237 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 218
Change-218 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 216
Change-216 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 206
Change-206 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 203
Change-203 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 202
Change-202 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 200
Change-200 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 200
Change-200 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 200
Change-200 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 198
Change-198 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 193
Change-193 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 190
Change-190 (-100%)
Value—
S&T Bank
N/A
Shares— from 185
Change-185 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 181
Change-181 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
CNB Bank
N/A
Shares— from 171
Change-171 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 125
Change-125 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 103
Change-103 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 101
Change-101 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 76
Change-76 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 75
Change-75 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 68
Change-68 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 64
Change-64 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 56
Change-56 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 52
Change-52 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 50
Change-50 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 43
Change-43 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 32
Change-32 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 28
Change-28 (-100%)
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Rexford Capital Inc
N/A
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Atomic Invest LLC
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BOK Financial Private Wealth, Inc.
N/A
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Mark Sheptoff Financial Planning, LLC
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Strive Financial Group,LLC
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Cetera Trust Company, N.a
N/A
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Fourth Dimension Wealth, LLC
N/A
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Kerr Financial Planning Corp
N/A
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Volterra Technologies LP
N/A
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Nova Wealth Management, Inc.
N/A
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Luminist Capital LLC
N/A
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HFM Investment Advisors, LLC
N/A
Shares— from 22
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Cypress Capital Management LLC (WY)
N/A
Shares— from 21
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Balyasny Asset Management L.P.
N/A
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Atlas Capital Advisors Inc.
N/A
Shares— from 19
Change-19 (-100%)
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VSM Wealth Advisory, LLC
N/A
Shares— from 15
Change-15 (-100%)
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Westend Capital Management, LLC
N/A
Shares— from 15
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Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
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Roble, Belko & Company, Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Park Square Financial Group, LLC
N/A
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Change-12 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 11
Change-11 (-100%)
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HighMark Wealth Management LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 4
Change-4 (-100%)
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Highland Investment Advisors LLC
N/A
Shares— from 3
Change-3 (-100%)
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Benson Wealth Management Inc
N/A
Shares— from 2
Change-2 (-100%)
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Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Quarry LP
N/A
Shares— from 1
Change-1 (-100%)
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Logan Capital Management Inc
N/A
Shares— from 1
Change-1 (-100%)
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Cordant, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Fisher Asset Management, LLC
INCREASED7,081,9696,964,113+117,856+2%$7.0B$6.4B-$667.0M2026-11-06
Geode Capital Management, LLC
INCREASED6,967,3546,948,585+18,769+0%$7.0B$6.2B-$769.6M2026-11-06
Amundi
INCREASED2,194,8761,575,275+619,601+39%$1.6B$2.0B+$383.0M2026-11-06
Dimensional Fund Advisors LP
DECREASED1,862,9621,872,835-9,873-1%$1.9B$1.7B-$216.6M2026-11-04
Bank of New York Mellon Corp
DECREASED1,789,3402,531,247-741,907-29%$2.6B$1.6B-$949.0M2026-11-05
Barclays PLC
INCREASED1,606,5091,444,543+161,966+11%$1.5B$1.4B-$14.5M2026-11-06
Citigroup Inc
INCREASED1,187,9331,051,430+136,503+13%$1.1B$1.1B+$6.2M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,007,937963,426+44,511+5%$974.4M$907.5M-$66.9M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED896,699882,737+13,962+2%$892.8M$807.4M-$85.4M2026-10-29
Deutsche Bank Ag\
INCREASED817,433782,733+34,700+4%$791.6M$736.0M-$55.6M2026-11-06
LPL Financial LLC
INCREASED526,236525,905+331+0%$531.9M$473.8M-$58.1M2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED370,300371,142-8420%$375.4M$333.4M-$42.0M2026-11-02
Swedbank AB
INCREASED367,224356,052+11,172+3%$360.1M$330.6M-$29.5M2026-10-27
Markel Group Inc.
UNCHANGED359,360359,36000%$363.4M$323.6M-$39.9M2026-10-30
MKP Capital Management, L.L.C.
INCREASED323,000117,000+206,000+176%$118.3M$290.8M+$172.5M2026-11-04
Principal Financial Group Inc
DECREASED306,687341,329-34,642-10%$345.2M$276.1M-$69.1M2026-11-02
LSV Asset Management
DECREASED288,887316,773-27,886-9%$320.4M$260.1M-$60.3M2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED288,178287,819+359+0%$291.1M$259.5M-$31.6M2026-10-20
Fifth Third Bancorp
DECREASED276,021294,697-18,676-6%$298.0M$248.5M-$49.5M2026-11-05
Aberdeen Group plc
DECREASED267,709284,217-16,508-6%$287.4M$241.0M-$46.4M2026-11-06
Asset Management One Co., Ltd.
DECREASED236,896241,898-5,002-2%$244.6M$213.3M-$31.4M2026-10-27
DekaBank Deutsche Girozentrale
INCREASED234,336148,822+85,514+57%$125.4K$214.3K+$88.9K2026-10-27
Pictet Asset Management Holding SA
INCREASED218,239196,730+21,509+11%$199.0M$196.5M-$2.5M2026-11-03
KBC Group NV
DECREASED215,736310,391-94,655-30%$313.9M$194.2M-$119.7M2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED213,382205,458+7,924+4%$207.8M$192.1M-$15.7M2026-10-20
New York State Teachers Retirement System
DECREASED211,861226,081-14,220-6%$228.7M$190.8M-$37.9M2026-10-22
Russell Investments Group, Ltd.
INCREASED210,719201,559+9,160+5%$204.2M$190.3M-$13.9M2026-11-06
Cacti Asset Management LLC
DECREASED204,728205,696-9680%$208.0M$187.6M-$20.5M2026-10-01
Focused Investors LLC
DECREASED204,700244,000-39,300-16%$246.8M$184.3M-$62.5M2026-10-30
PFA Pension, Forsikringsaktieselskab
DECREASED184,767194,037-9,270-5%$196.2M$166.4M-$29.9M2026-11-06
PNC Financial Services Group, Inc.
DECREASED176,155177,133-978-1%$179.1M$158.6M-$20.5M2026-11-06
Great Lakes Advisors, LLC
DECREASED175,874176,704-8300%$178.7M$158.4M-$20.4M2026-11-06
US Bancorp \de\
DECREASED168,977172,070-3,093-2%$174.0M$152.1M-$21.9M2026-11-05
MacKenzie Financial Corp
DECREASED165,076167,648-2,572-2%$169.6M$148.6M-$20.9M2026-11-02
Creative Planning
INCREASED160,988149,075+11,913+8%$150.8M$144.9M-$5.8M2026-11-02
ProShare Advisors LLC
DECREASED154,758158,764-4,006-3%$160.6M$139.3M-$21.2M2026-10-29
Truist Financial Corp
DECREASED154,413156,956-2,543-2%$158.7M$139.0M-$19.7M2026-10-30
Evergreen Capital Management LLC
DECREASED150,184150,189-50%$151.9M$135.2M-$16.7M2026-10-23
Calamos Advisors LLC
DECREASED149,509165,711-16,202-10%$167.6M$134.6M-$33.0M2026-11-02
Retirement Systems of Alabama
DECREASED149,406150,321-915-1%$152.0M$134.5M-$17.5M2026-11-04
Nykredit A/S
INCREASED146,772139,970+6,802+5%$141.6M$132.1M-$9.4M2026-11-06
Congress Asset Management Co
DECREASED140,701182,093-41,392-23%$184.2M$126.7M-$57.5M2026-10-06
Daiwa Securities Group Inc.
INCREASED139,224131,510+7,714+6%$133.0M$125.4M-$7.7M2026-10-29
Cardano Risk Management B.V.
INCREASED138,332111,237+27,095+24%$112.5K$124.5M+$124.4M2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED129,94593,640+36,305+39%$95.5M$116.5M+$21.0M2026-11-04
King Luther Capital Management Corp
DECREASED129,190129,697-5070%$131.2M$116.3M-$14.9M2026-11-05
AMF Tjanstepension AB
DECREASED127,168128,848-1,680-1%$130.3M$114.5M-$15.8M2026-10-22
TD Waterhouse Canada Inc.
DECREASED122,908146,204-23,296-16%$149.2M$110.2M-$38.9M2026-10-16
Strs Ohio
DECREASED122,445131,789-9,344-7%$133.3M$110.2M-$23.0M2026-10-30
OFI Invest Asset Management
INCREASED119,90045,899+74,001+161%$40.7M$95.1M+$54.4M2026-11-06
Barr E S & Co
DECREASED115,707122,798-7,091-6%$124.2M$104.2M-$20.0M2026-11-06
Union Bancaire Privee, UBP SA
DECREASED113,125125,190-12,065-10%$116.6M$94.9M-$21.8M2026-11-04
BSN Capital Partners Ltd
DECREASED102,499202,017-99,518-49%$218.2M$100.5M-$117.7M2026-10-23
Glenview Trust Co
INCREASED101,186100,054+1,132+1%$101.2M$91.1M-$10.1M2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED99,29785,782+13,515+16%$86.8M$89.4M+$2.6M2026-11-03
Natixis
INCREASED99,29335,968+63,325+176%$36.4M$89.4M+$53.0M2026-11-06
American Assets Investment Management, LLC
UNCHANGED99,00099,00000%$55.5M$49.5M-$6.0M2026-10-30
Artemis Investment Management LLP
INCREASED98,70895,628+3,080+3%$96.7M$88.9M-$7.8M2026-10-08
Lido Advisors, LLC
INCREASED95,98393,494+2,489+3%$94.6M$86.4M-$8.1M2026-11-04
State of New Jersey Common Pension Fund D
DECREASED95,42795,646-2190%$96.7M$85.9M-$10.8M2026-11-05
Nisa Investment Advisors, LLC
INCREASED94,36783,204+11,163+13%$84.2M$85.0M+$814.2K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED93,20284,239+8,963+11%$43.6M$43.8M+$223.1K2026-10-13
Kestra Advisory Services, LLC
INCREASED87,80383,696+4,107+5%$84.6M$79.1M-$5.6M2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED87,24985,949+1,300+2%$86.9M$78.6K-$86.8M2026-10-08
Commonwealth Equity Services, LLC
DECREASED86,80689,299-2,493-3%$90.3M$78.2M-$12.2M2026-11-02
J. L. Bainbridge & Co., Inc.
INCREASED84,04583,591+454+1%$84.5M$75.7M-$8.9M2026-10-20
Czech National Bank
DECREASED83,66083,970-3100%$84.9M$75.3M-$9.6M2026-10-13
Regions Financial Corp
DECREASED82,70283,319-617-1%$84.3M$74.5M-$9.8M2026-11-05
Arizona State Retirement System
INCREASED82,47381,855+618+1%$82.8M$74.3M-$8.5M2026-11-03
CIBC Asset Management Inc
DECREASED80,78881,443-655-1%$82.4M$72.7M-$9.7M2026-11-05
Swiss Life Asset Management Ltd
INCREASED78,23970,666+7,573+11%$71.5M$70.4M-$1.0M2026-11-03
Vaughan David Investments LLC
DECREASED77,84578,701-856-1%$79.6M$70.1M-$9.5M2026-11-05
UniSuper Management Pty Ltd
DECREASED75,72579,705-3,980-5%$80.6M$68.2M-$12.4M2026-10-26
Achmea Investment Management B.V.
INCREASED74,65759,943+14,714+25%$60.6M$67.3M+$6.6M2026-10-30
State of Michigan Retirement System
DECREASED73,16775,567-2,400-3%$76.4M$65.9M-$10.5M2026-10-27
SEB Asset Management AB
INCREASED73,06972,059+1,010+1%$72.9M$65.8M-$7.1M2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED72,56276,205-3,643-5%$77.1M$65.3M-$11.7M2026-10-15
IFM Investors Pty Ltd
INCREASED69,83767,415+2,422+4%$68.2M$62.9M-$5.3M2026-10-14
Fort Washington Investment Advisors Inc
DECREASED69,65374,770-5,117-7%$75.6M$62.7M-$12.9M2026-10-15
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED69,32267,320+2,002+3%$68.1M$62.4M-$5.7M2026-10-19
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED64,33065,159-829-1%$65.9M$57.9M-$8.0M2026-11-03
Gradient Investments LLC
DECREASED63,71270,680-6,968-10%$71.5M$57.4M-$14.1M2026-10-08
Seizert Capital Partners, LLC
DECREASED61,96165,492-3,531-5%$66.2M$55.8M-$10.4M2026-10-30
Oppenheimer & Co Inc
INCREASED61,94159,103+2,838+5%$59.8M$55.8M-$4.0M2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED60,68361,162-479-1%$61.9M$54.6M-$7.2M2026-11-05
D.A. Davidson & Co.
INCREASED58,88857,430+1,458+3%$58.1M$53.0M-$5.1M2026-10-28
Xponance LLC
INCREASED56,19152,892+3,299+6%$53.5M$50.6M-$2.9M2026-11-03
Neos Investment Management LLC
INCREASED55,15848,387+6,771+14%$48.9M$49.7M+$724.9K2026-11-04
Miller Howard Investments Inc
DECREASED52,80453,517-713-1%$54.1M$47.5M-$6.6M2026-10-26
Rakuten Investment Management, Inc.
INCREASED52,51148,251+4,260+9%$49.2M$48.1M-$1.1M2026-10-30
Eurizon Capital SGR S.p.A.
DECREASED51,97752,549-572-1%$53.3M$46.9M-$6.4M2026-11-06
Heritage Investors Management Corp
DECREASED51,35953,221-1,862-3%$53.8M$46.2M-$7.6M2026-10-29
Talbot Financial, LLC
INCREASED48,80847,837+971+2%$48.4M$43.9M-$4.4M2026-10-19
Amalgamated Bank
DECREASED48,74850,581-1,833-4%$51.2M$43.9M-$7.3M2026-10-23
Citizens Financial Group Inc
INCREASED48,52946,924+1,605+3%$47.5M$43.7M-$3.8M2026-10-23
Franklin Street Advisors Inc
DECREASED48,18249,031-849-2%$49.6M$43.4M-$6.2M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED45,19846,937-1,739-4%$47.5M$40.7M-$6.8M2026-11-02
OP Asset Management Ltd
INCREASED44,90933,516+11,393+34%$33.9M$40.4M+$6.5M2026-11-05
Waycross Partners, LLC
DECREASED44,90350,275-5,372-11%$50.8M$40.4M-$10.4M2026-11-03
Triglav Investments, D.O.O.
INCREASED44,86344,461+402+1%$45.0M$40.4M-$4.6M2026-11-06
Vontobel Holding Ltd.
INCREASED44,05243,962+90+0%$44.5M$39.7M-$4.8M2026-10-16
Northeast Investment Management
DECREASED43,89143,923-320%$44.4M$39.5M-$4.9M2026-10-30
Ethic Inc.
DECREASED43,81951,488-7,669-15%$52.1M$39.5M-$12.6M2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED43,52542,867+658+2%$45.3M$38.4M-$6.9M2026-10-13
Foster Dykema Cabot & Partners, LLC
INCREASED42,99437,840+5,154+14%$38.3M$38.7M+$439.9K2026-10-30
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED42,93643,656-720-2%$44.1M$38.7M-$5.5M2026-10-21
Philadelphia Trust Co
DECREASED41,93645,724-3,788-8%$46.2M$37.8M-$8.5M2026-11-05
Braun Stacey Associates Inc
INCREASED41,73437,956+3,778+10%$38.4M$37.6M-$811.9K2026-10-19
Nippon Life Global Investors Americas, Inc.
DECREASED41,00046,310-5,310-11%$46.8M$36.9M-$9.9M2026-10-29
New York Life Investment Management LLC
DECREASED40,49641,091-595-1%$41.6M$36.5M-$5.1M2026-11-04
Capital Investment Advisors, LLC
DECREASED40,26840,805-537-1%$41.3M$36.3M-$5.0M2026-10-22
Chilton Capital Management LLC
INCREASED39,25039,168+82+0%$39.6M$35.3M-$4.3M2026-10-28
First American Bank
DECREASED38,56039,055-495-1%$39.5M$34.7M-$4.8M2026-10-27
Busey Bank
DECREASED37,87738,010-1330%$38.4M$34.1M-$4.3M2026-10-26
Yarbrough Capital, LLC
UNCHANGED37,23037,23000%$37.7M$33.5M-$4.1M2026-10-19
BI Asset Management Fondsmaeglerselskab A/S
INCREASED37,17920,068+17,111+85%$20.3M$33.5M+$13.2M2026-10-22
Concurrent Investment Advisors, LLC
INCREASED37,14128,504+8,637+30%$28.8M$33.4M+$4.6M2026-10-16
Assenagon Asset Management S.A.
INCREASED36,68912,549+24,140+192%$12.7M$33.0M+$20.3M2026-10-15
Pinnacle Associates LTD
DECREASED35,89536,646-751-2%$37.1M$32.3M-$4.7M2026-10-20
Oregon Public Employees Retirement Fund
DECREASED35,79936,274-475-1%$36.7M$32.2M-$4.5M2026-10-30
State of Alaska, Department of Revenue
DECREASED35,08236,404-1,322-4%$36.8M$31.6M-$5.2M2026-10-15
Private Wealth Partners, LLC
DECREASED34,72234,925-203-1%$35.3M$31.3M-$4.1M2026-10-22
Virginia Retirement Systems ET Al
DECREASED34,67639,356-4,680-12%$39.8M$31.2M-$8.6M2026-10-28
LEE Danner & Bass Inc
DECREASED34,36234,795-433-1%$35.2M$30.9M-$4.3M2026-10-27
Apollon Wealth Management, LLC
INCREASED33,85433,571+283+1%$34.0M$30.5M-$3.5M2026-10-23
Highland Capital Management, LLC
DECREASED33,38436,043-2,659-7%$36.5M$30.1M-$6.4M2026-10-26
Atwood & Palmer Inc
DECREASED33,23033,444-214-1%$33.8M$29.9M-$3.9M2026-10-08
Mutual of America Capital Management LLC
DECREASED33,19733,858-661-2%$34.2M$29.9M-$4.4M2026-10-23
Farmers & Merchants Investments Inc
INCREASED32,76832,556+212+1%$32.9M$29.5M-$3.4M2026-10-22
Wedge Capital Management L L P
INCREASED32,71232,224+488+2%$32.6M$29.5M-$3.1M2026-10-13
Generali Asset Management SPA SGR
INCREASED32,42027,034+5,386+20%$27.3M$29.2M+$1.8M2026-10-26
Kestra Private Wealth Services, LLC
DECREASED32,32532,513-188-1%$32.9M$29.1M-$3.8M2026-11-06
Daymark Wealth Partners, LLC
INCREASED31,86131,236+625+2%$31.6M$28.7M-$2.9M2026-11-04
Yousif Capital Management, LLC
DECREASED31,76432,190-426-1%$32.6M$28.6M-$4.0M2026-10-22
Assetmark, Inc
DECREASED30,82635,816-4,990-14%$36.2M$27.8M-$8.5M2026-10-21
Wallington Asset Management, LLC
DECREASED28,92329,063-1400%$29.4M$26.0M-$3.4M2026-11-04
Adams Diversified Equity Fund, Inc.
DECREASED28,40036,500-8,100-22%$36.9M$25.6M-$11.3M2026-10-21
Lmcg Investments, LLC
DECREASED27,17827,599-421-2%$27.9M$24.5M-$3.4M2026-10-21
AIA Group Ltd
INCREASED26,69723,117+3,580+15%$23.4M$24.0M+$657.1K2026-10-30
Imc-Chicago, LLC
INCREASED26,5182,300+24,218+1053%$2.3M$23.9M+$21.5M2026-11-05
Florida Trust Wealth Management Co
INCREASED26,30325,999+304+1%$26.3M$23.7M-$2.6M2026-11-05
ABN Amro Investment Solutions
INCREASED26,21420,524+5,690+28%$20.8M$23.6M+$2.8M2026-10-21
Culbertson A N & Co Inc
DECREASED25,73525,851-1160%$26.1M$23.2M-$3.0M2026-10-21
Avanza Fonder AB
INCREASED25,69223,876+1,816+8%$24.1M$23.1M-$1.0M2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED25,46025,727-267-1%$26.0M$22.9M-$3.1M2026-10-23
Factory Mutual Insurance Co
DECREASED25,35028,300-2,950-10%$28.6M$22.8M-$5.8M2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
INCREASED25,304202+25,102+12427%$204.3K$22.8M+$22.6M2026-10-30
Sterling Capital Management LLC
INCREASED24,90118,969+5,932+31%$19.2M$22.4M+$3.2M2026-10-22
ASR Vermogensbeheer N.V.
INCREASED24,80720,029+4,778+24%$20.3M$22.3M+$2.1M2026-10-16
Formuepleje A/S
DECREASED24,79127,567-2,776-10%$27.9M$22.3M-$5.6M2026-10-15
Merit Financial Group, LLC
INCREASED24,69822,097+2,601+12%$22.3M$22.2M-$111.2K2026-11-06
Eagle Global Advisors LLC
INCREASED24,38116,082+8,299+52%$16.3M$22.0M+$5.7M2026-11-02
Davidson Investment Advisors
DECREASED24,25124,653-402-2%$24.9M$21.8M-$3.1M2026-10-20
Cookson Peirce & Co Inc
DECREASED23,83124,067-236-1%$24.3M$21.5M-$2.9M2026-10-30
Montag A & Associates Inc
DECREASED23,77023,847-770%$24.1M$21.4M-$2.7M2026-10-29
Anchor Capital Advisors LLC
DECREASED23,01123,938-927-4%$24.2M$20.7M-$3.5M2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED22,81522,81500%$23.1M$20.5M-$2.5M2026-10-20
Atwater Malick LLC
DECREASED22,47522,782-307-1%$23.0M$20.2M-$2.8M2026-10-15
HB Wealth Management, LLC
INCREASED22,34719,781+2,566+13%$20.0M$20.1M+$113.9K2026-10-23
Segment Wealth Management, LLC
DECREASED22,13122,204-730%$22.5M$19.9M-$2.5M2026-10-26
North Point Portfolio Managers Corp
DECREASED22,12722,741-614-3%$23.0M$19.9M-$3.1M2026-10-07
First Fiduciary Investment Counsel, Inc.
DECREASED22,05723,151-1,094-5%$23.4M$19.9M-$3.6M2026-10-27
Motley Fool Asset Management LLC
DECREASED22,01522,957-942-4%$23.2M$19.8M-$3.4M2026-10-27
Cornerstone Advisors, LLC
UNCHANGED21,96921,96900%$22.2M$19.8M-$2.4M2026-11-06
DSG Capital Advisors, LLC
DECREASED21,57422,092-518-2%$25.2M$19.4M-$5.8M2026-11-05
Adell Harriman & Carpenter Inc
INCREASED21,46620,410+1,056+5%$20.6M$19.3M-$1.3M2026-11-02
Baker Avenue Asset Management, LP
INCREASED21,44520,853+592+3%$21.1M$19.3M-$1.8M2026-11-06
Narwhal Capital Management
DECREASED21,43024,939-3,509-14%$25.2M$19.3M-$5.9M2026-11-04
Thompson Siegel & Walmsley LLC
DECREASED20,89020,892-20%$21.1M$18.8M-$2.3M2026-11-05
Keybank National Association
INCREASED20,85420,424+430+2%$20.7M$18.8M-$1.9M2026-11-04
Matrix Asset Advisors Inc
DECREASED20,80422,185-1,381-6%$22.4M$18.7M-$3.7M2026-10-13
KMG Fiduciary Partners, LLC
DECREASED20,43021,041-611-3%$21.3M$18.4M-$2.9M2026-10-14
Allied Investment Advisors, LLC
DECREASED20,31220,549-237-1%$20.8M$18.3M-$2.5M2026-10-13
Crossmark Global Holdings, Inc.
INCREASED20,22815,056+5,172+34%$15.2M$18.2M+$3.0M2026-10-21
Bokf, NA
INCREASED20,11018,852+1,258+7%$19.1M$18.1M-$960.1K2026-10-27
Childress Capital Advisors, LLC
DECREASED19,78822,092-2,304-10%$22.3M$17.8M-$4.5M2026-10-28
Capital Management Corp
DECREASED19,69719,914-217-1%$20.1M$17.7M-$2.4M2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED19,54413,105+6,439+49%$13.3M$17.6M+$4.4M2026-10-29
LBP AM SA
INCREASED19,1863,442+15,744+457%$3.5M$17.3M+$13.8M2026-11-06
B. Metzler seel. Sohn & Co. AG
DECREASED18,80721,668-2,861-13%$21.9M$16.9M-$5.0M2026-10-30
WealthBridge Investment Counsel Inc.
DECREASED18,66920,129-1,460-7%$20.4K$16.8M+$16.8M2026-10-13
Thrivent Financial for Lutherans
DECREASED18,32118,450-129-1%$18.7M$16.5M-$2.2M2026-11-05
Washington Trust Bank
DECREASED18,17618,775-599-3%$19.0M$16.4M-$2.6M2026-11-03
Principle Wealth Partners LLC
DECREASED18,06318,213-150-1%$18.4M$16.3M-$2.2M2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED17,94117,992-510%$18.2M$16.2M-$2.0M2026-10-22
Vise Technologies, Inc.
INCREASED17,88016,359+1,521+9%$16.5M$16.1M-$446.6K2026-10-29
Maryland State Retirement & Pension System
INCREASED17,71515,550+2,165+14%$15.7M$15.9M+$223.1K2026-11-05
GoalVest Advisory LLC
INCREASED17,5863,308+14,278+432%$3.3M$3.1M-$267.5K2026-10-02
Simplicity Wealth,LLC
INCREASED17,22116,051+1,170+7%$16.2M$15.5M-$728.6K2026-10-23
Crestwood Advisors Group, LLC
DECREASED17,06717,297-230-1%$17.5M$15.4M-$2.1M2026-10-27
iA Global Asset Management Inc.
INCREASED17,042682+16,360+2399%$690.0K$15.3M+$14.7M2026-10-29
Welch Group, LLC
INCREASED17,02216,363+659+4%$16.5M$15.3M-$1.2M2026-10-29
Savant Capital, LLC
INCREASED16,94110,893+6,048+56%$11.1M$15.3M+$4.2M2026-11-06
Westbourne Investment Advisors, Inc.
DECREASED16,70116,888-187-1%$17.1M$15.0M-$2.0M2026-10-20
Atria Investments, Inc
DECREASED16,55918,998-2,439-13%$19.2M$14.9M-$4.3M2026-10-15
Marietta Wealth Management, LLC
DECREASED16,44416,930-486-3%$17.1M$14.4M-$2.7M2026-10-22
CWA Asset Management Group, LLC
INCREASED16,43316,397+36+0%$16.6M$14.8M-$1.8M2026-10-19
Park Avenue Securities LLC
DECREASED16,01217,690-1,678-9%$17.9M$14.4M-$3.5M2026-10-26
Cullen T Bankers, Inc.
INCREASED15,91715,301+616+4%$15.5M$14.3M-$1.1M2026-10-28
Sapient Capital LLC
INCREASED15,75914,912+847+6%$15.1M$14.2M-$892.7K2026-10-08
Meiji Yasuda America Inc
INCREASED15,71812,564+3,154+25%$12.7M$14.2M+$1.4M2026-10-22
Hartford Investment Management Co
DECREASED15,60016,317-717-4%$16.5M$14.0M-$2.5M2026-11-04
Meitav Investment House LTD
DECREASED15,53217,157-1,625-9%$17.4M$14.0M-$3.4M2026-10-28
Griffin Asset Management, Inc.
DECREASED15,52916,137-608-4%$16.3M$14.0M-$2.3M2026-10-22
Geremia Financial Services, LLC
INCREASED15,50315,391+112+1%$15.6M$14.0M-$1.6M2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED15,43316,005-572-4%$16.1M$13.8M-$2.3M2026-11-05
Westco Advisory Services Inc
DECREASED15,28715,318-310%$15.5M$13.8M-$1.7M2026-10-14
Oppenheimer Asset Management Inc.
DECREASED15,26020,220-4,960-25%$20.4M$13.7M-$6.7M2026-10-27
Legacy Trust
DECREASED15,02115,155-134-1%$15.3M$13.4M-$1.9M2026-11-06
New Mexico Educational Retirement Board
UNCHANGED14,98914,98900%$15.2M$13.5M-$1.7M2026-11-05
Clearstead Advisors, LLC
INCREASED14,94414,940+4+0%$15.1M$13.5M-$1.7M2026-11-06
Adams Asset Advisors, LLC
UNCHANGED14,40714,40700%$14.6M$13.0M-$1.6M2026-10-08
Hoey Investments, Inc
INCREASED14,38513,851+534+4%$14.0M$13.0M-$1.1M2026-10-29
Steel Grove Capital Advisors, LLC
DECREASED14,38314,384-10%$14.5M$13.0M-$1.6M2026-10-13
Strategic Wealth Investment Group, LLC
DECREASED14,36614,800-434-3%$15.0M$12.9M-$2.0M2026-10-29
Cypress Asset Management Inc
DECREASED14,32714,371-440%$14.5M$12.9M-$1.6M2026-10-09
Louisiana State Employees Retirement System
DECREASED14,30015,100-800-5%$15.3M$12.9M-$2.4M2026-10-20
Solidarity Wealth, LLC
INCREASED14,14812,936+1,212+9%$13.1M$12.7M-$344.8K2026-10-15
Pegasus Asset Management, Inc.
INCREASED13,97813,875+103+1%$14.0M$12.6M-$1.4M2026-11-03
Ag2r LA Mondiale Gestion D'actifs
INCREASED13,96912,955+1,014+8%$13.1M$12.6M-$525.2K2026-10-26
Baxter Bros Inc
DECREASED13,92014,177-257-2%$14.3M$12.5M-$1.8M2026-11-04
Lipe & Dalton
DECREASED13,83813,887-490%$14.0K$12.5M+$12.4M2026-10-15
JAG Capital Management, LLC
DECREASED13,83523,832-9,997-42%$24.1M$12.5M-$11.6M2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED13,81313,622+191+1%$13.8M$12.4M-$1.3M2026-10-14
Meyer Handelman Co
DECREASED13,81013,860-500%$14.0M$12.4M-$1.6M2026-10-28
Buck Wealth Strategies, LLC
INCREASED13,79612,386+1,410+11%$12.5M$12.4M-$105.5K2026-10-28
Teamwork Financial Advisors, LLC
INCREASED13,76713,531+236+2%$13.7M$12.4M-$1.3M2026-10-19
James Investment Research, Inc.
DECREASED13,73014,146-416-3%$14.3M$12.4M-$1.9M2026-10-22
Level Four Advisory Services, LLC
DECREASED13,52414,272-748-5%$14.4M$12.2M-$2.3M2026-11-06
Westwind Capital
DECREASED13,43814,571-1,133-8%$14.7K$12.1K-$2.6K2026-10-08
Parkside Investments, LLC
DECREASED13,38113,486-105-1%$13.6M$12.0M-$1.6M2026-10-20
Trifecta Capital Advisors, LLC
INCREASED13,32313,098+225+2%$13.2M$12.0M-$1.3M2026-10-21
HWG Holdings LP
INCREASED13,2748,539+4,735+55%$8.6M$12.0M+$3.3M2026-10-08
Burney Co/
INCREASED13,25910,450+2,809+27%$10.6M$11.9M+$1.4M2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED13,08213,568-486-4%$13.7M$11.8M-$1.9M2026-10-05
Carret Asset Management, LLC
DECREASED13,04613,640-594-4%$13.8M$11.7M-$2.0M2026-11-04
Knights of Columbus Asset Advisors LLC
DECREASED13,04527,858-14,813-53%$28.2M$11.7M-$16.4M2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED12,7605,299+7,461+141%$5.4M$11.5M+$6.1M2026-10-22
Clifford Swan Investment Counsel LLC
DECREASED12,75612,878-122-1%$13.0M$11.5M-$1.5M2026-11-05
Parsons Capital Management Inc
INCREASED12,71912,709+10+0%$12.9M$11.5M-$1.4M2026-10-28
J. Safra Sarasin Holding AG
DECREASED12,64512,661-160%$11.8M$11.1M-$649.3K2026-10-26
J.W. Cole Advisors, Inc.
DECREASED12,61612,711-95-1%$12.9M$11.4M-$1.5M2026-11-05
Farther Finance Advisors, LLC
INCREASED12,53711,716+821+7%$11.9M$11.3M-$564.4K2026-10-08
Stolper Co
INCREASED12,46412,420+44+0%$12.6K$11.2M+$11.2M2026-10-13
Allworth Financial LP
INCREASED12,45010,450+2,000+19%$10.6M$12.6M+$2.0M2026-11-06
SteelPeak Wealth, LLC
DECREASED12,35912,428-69-1%$12.6M$11.1M-$1.4M2026-10-16
Contravisory Investment Management, Inc.
INCREASED12,35012,041+309+3%$12.2M$11.1M-$1.1M2026-10-13
Westover Capital Advisors, LLC
INCREASED12,28212,087+195+2%$12.2M$11.1M-$1.2M2026-10-26
Stackstone Wealth, LLC
NEW12,232—+12,232——$11.0M—2026-10-19
Essex LLC
DECREASED12,22413,786-1,562-11%$13.9M$11.0M-$2.9M2026-10-14
Equitable Trust Co
DECREASED12,20112,606-405-3%$12.7M$11.0M-$1.8M2026-10-13
Ritholtz Wealth Management
DECREASED12,07312,246-173-1%$12.4M$10.9M-$1.5M2026-11-05
FFG Partners, LLC
DECREASED11,94112,483-542-4%$12.6M$10.8M-$1.9M2026-10-15
Consolidated Investment Group LLC
INCREASED11,89011,390+500+4%$11.5M$10.7M-$814.2K2026-11-04
Birinyi Associates Inc
DECREASED11,75711,894-137-1%$12.0M$10.6M-$1.4M2026-10-28
NovaPoint Capital, LLC
DECREASED11,72211,897-175-1%$12.0M$10.6M-$1.5M2026-10-22
Private Advisory Group LLC
INCREASED11,70211,507+195+2%$11.6M$10.5M-$1.1M2026-11-06
Beacon Investment Advisory Services, Inc.
INCREASED11,5839,056+2,527+28%$9.2M$10.4M+$1.3M2026-10-13
Spire Wealth Management
DECREASED11,55912,339-780-6%$12.5M$10.4M-$2.1M2026-10-30
Wesbanco Bank Inc
INCREASED11,5127,042+4,470+63%$7.1M$10.4M+$3.2M2026-11-04
Hourglass Capital, LLC
DECREASED11,51013,124-1,614-12%$13.3M$10.4M-$2.9M2026-10-26
Bell & Brown Wealth Advisors, LLC
DECREASED11,43912,442-1,003-8%$12.6M$10.3M-$2.3M2026-10-16
Patton Albertson Miller Group, LLC
DECREASED11,28911,358-69-1%$11.5M$10.2M-$1.3M2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED11,18911,115+74+1%$11.2M$10.1M-$1.2M2026-10-26
ARS Wealth Advisors Group, LLC
DECREASED10,99511,137-142-1%$11.3M$9.9M-$1.4M2026-10-16
Choreo, LLC
DECREASED10,95911,203-244-2%$11.3M$9.9M-$1.5M2026-10-28
Lake Street Private Wealth, LLC
INCREASED10,93710,870+67+1%$11.0M$9.8M-$1.1M2026-10-22
Annex Advisory Services, LLC
INCREASED10,81310,236+577+6%$10.4M$9.7M-$616.3K2026-10-16
Sagespring Wealth Partners, LLC
INCREASED10,74710,504+243+2%$10.6M$9.7M-$947.5K2026-10-22
Americana Partners, LLC
INCREASED10,7248,785+1,939+22%$8.9M$9.7M+$770.7K2026-10-28
Smithbridge Asset Management Inc
INCREASED10,72210,613+109+1%$10.7M$9.7M-$1.1M2026-10-19
Churchill Financial Advisors, LLC
UNCHANGED10,71910,71900%$10.8M$9.7M-$1.2M2026-10-20
Gamma Investing LLC
INCREASED10,67510,612+63+1%$10.7M$9.6M-$1.1M2026-10-08
Whitener Capital Management, Inc.
DECREASED10,65011,069-419-4%$11.2M$9.6M-$1.6M2026-10-15
Brookstone Capital Management
INCREASED10,6369,776+860+9%$9.9M$9.6M-$311.5K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED10,5936,698+3,895+58%$6.8M$9.5M+$2.8M2026-10-23
Prospera Financial Services Inc
DECREASED10,56914,773-4,204-28%$15.0M$9.5M-$5.5M2026-11-04
Lynch Asset Management, Inc.
DECREASED10,52510,540-150%$10.7M$9.5M-$1.2M2026-10-28
HUB Investment Partners, LLC
INCREASED10,5229,657+865+9%$9.8M$9.5M-$293.9K2026-11-03
E. Ohman J:or Asset Management AB
INCREASED10,52110,361+160+2%$10.5M$9.5M-$1.0M2026-10-22
Raiffeisen Bank International AG
INCREASED10,5067,002+3,504+50%$7.1M$9.6M+$2.5M2026-10-28
Lorne Steinberg Wealth Management Inc.
INCREASED10,42310,348+75+1%$10.5M$9.4M-$1.1M2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED10,4198,975+1,444+16%$9.2M$9.4M+$224.6K2026-10-13
Sigma Investment Counselors Inc
DECREASED10,40010,492-92-1%$10.6M$9.4M-$1.2M2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED10,31610,972-656-6%$11.1M$9.3M-$1.8M2026-10-20
Legacy Private Trust Co.
DECREASED10,30810,456-148-1%$10.6M$9.3M-$1.3M2026-10-06
Pittenger & Anderson Inc
DECREASED10,26311,103-840-8%$11.2M$9.2M-$2.0M2026-11-02
MGO One Seven LLC
DECREASED10,22712,310-2,083-17%$12.4M$9.2M-$3.2M2026-10-28
Traphagen Investment Advisors LLC
INCREASED10,14710,138+9+0%$10.3M$9.1M-$1.1M2026-10-14
Sanders Morris Harris LLC
NEW10,144—+10,144——$9.1M—2026-10-14
Diversified Trust Co
DECREASED10,10917,988-7,879-44%$18.2M$9.1M-$9.1M2026-11-06
Riggs Asset Managment Co. Inc.
INCREASED10,0919,946+145+1%$10.1M$9.1M-$973.6K2026-11-05
Joel Isaacson & Co., LLC
INCREASED9,9529,873+79+1%$10.0M$9.0M-$1.0M2026-11-05
AlphaCore Capital LLC
INCREASED9,9306,606+3,324+50%$6.7M$8.9M+$2.3M2026-11-04
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED9,91610,120-204-2%$10.2M$8.9M-$1.3M2026-11-03
NBT Bank, N.A.
INCREASED9,8499,827+22+0%$9.9M$8.9M-$1.1M2026-10-21
Bridgelight Financial Advisors, Inc.
DECREASED9,8189,858-400%$10.0M$8.8M-$1.1M2026-10-20
Quadrant Capital Group LLC
DECREASED9,7339,849-116-1%$10.0M$8.7M-$1.3M2026-10-20
Sterling Investment Advisors, Ltd.
DECREASED9,72010,444-724-7%$10.6M$8.8M-$1.8M2026-10-27
DE Burlo Group Inc
DECREASED9,70014,400-4,700-33%$14.6M$8.7M-$5.8M2026-11-05
Compagnie Lombard Odier SCmA
INCREASED9,6509,635+15+0%$9.7M$8.7M-$1.1M2026-11-04
Ellsworth Advisors, LLC
INCREASED9,5789,534+44+0%$11.0M$8.6M-$2.4M2026-10-15
Wedbush Securities Inc
INCREASED9,5269,459+67+1%$9.6M$8.6M-$990.0K2026-10-22
Institute for Wealth Management, Llc.
INCREASED9,5159,512+3+0%$9.6M$8.6M-$1.1M2026-11-06
SevenBridge Financial Group, LLC
DECREASED9,4759,585-110-1%$10.0M$8.4M-$1.6M2026-10-26
Reliant Investment Management, LLC
DECREASED9,4509,596-146-2%$9.7M$8.5M-$1.2M2026-10-14
Perigon Wealth Management, LLC
DECREASED9,43910,160-721-7%$10.3M$8.5M-$1.8M2026-10-22
Nightview Capital, LLC
UNCHANGED9,3269,32600%$9.4M$8.4M-$1.0M2026-10-20
Integrated Advisors Network LLC
INCREASED9,2719,204+67+1%$9.3M$8.3M-$961.2K2026-10-20
Strategic Advisors LLC
DECREASED9,2369,636-400-4%$9.7M$8.3M-$1.4M2026-10-13
Exchange Traded Concepts, LLC
INCREASED9,2115,435+3,776+69%$5.5M$8.3M+$2.8M2026-10-28
RPG Investment Advisory, LLC
DECREASED9,20916,677-7,468-45%$16.9M$8.3M-$8.6M2026-10-21
Delta Financial Advisors LLC
INCREASED9,0119,003+8+0%$9.1M$8.1M-$991.8K2026-10-27
MFA Wealth Advisors, LLC
DECREASED8,8779,006-129-1%$9.1M$8.0M-$1.1M2026-10-07
Cairn Investment Group, Inc.
DECREASED8,8769,111-235-3%$9.2M$8.0M-$1.2M2026-11-04
Inscription Capital, LLC
DECREASED8,8759,191-316-3%$9.3M$8.0M-$1.3M2026-11-02
North Dakota State Investment Board
INCREASED8,8338,502+331+4%$8.6M$8.0M-$645.8K2026-10-27
Hixon Zuercher, LLC
DECREASED8,8108,968-158-2%$9.1M$7.9M-$1.1M2026-10-13
Praxis Investment Management Inc
UNCHANGED8,7308,73000%$8.8M$7.9M-$969.0K2026-11-03
Davenport & Co LLC
DECREASED8,5928,954-362-4%$9.1M$7.7M-$1.3M2026-10-14
Sigma Planning Corp
DECREASED8,5678,745-178-2%$8.8M$7.7M-$1.1M2026-10-23
Telos Capital Management, Inc.
INCREASED8,5058,374+131+2%$8.5M$7.7M-$811.6K2026-11-02
Nilsine Partners, LLC
DECREASED8,3888,493-105-1%$8.6M$7.6M-$1.0M2026-11-02
Kavar Capital Partners Group, LLC
INCREASED8,3768,352+24+0%$8.4M$7.5M-$905.5K2026-11-06
Compound Planning, Inc.
DECREASED8,3378,829-492-6%$8.9M$7.5M-$1.4M2026-11-05
Leeward Financial Partners, LLC
INCREASED8,2988,261+37+0%$8.4M$7.5M-$883.3K2026-10-23
Greenleaf Trust
DECREASED8,2738,398-125-1%$8.5M$7.4M-$1.0M2026-10-29
Y-Intercept (Hong Kong) Ltd
DECREASED8,16820,642-12,474-60%$20.9M$7.4M-$13.5M2026-10-16
Pacifica Capital Investments, LLC
UNCHANGED8,1638,16300%$8.3M$7.3M-$906.2K2026-11-05
Little House Capital LLC
INCREASED8,1517,799+352+5%$7.9M$7.3M-$549.2K2026-11-06
GenTrust, LLC
INCREASED8,1398,104+35+0%$8.2M$7.3M-$868.1K2026-11-06
Morangie Management LLC
INCREASED8,1168,112+4+0%$8.2M$7.3M-$897.5K2026-10-15
Valeo Financial Advisors, LLC
INCREASED8,0567,986+70+1%$8.1M$7.3M-$824.0K2026-10-08
Cohen Investment Advisors LLC
DECREASED8,0178,054-370%$8.1M$7.2M-$927.4K2026-10-20
Kingsman Wealth Management, Inc.
INCREASED8,0037,766+237+3%$7.9M$7.2M-$648.5K2026-10-13
Biltmore Family Office, LLC
DECREASED7,9888,102-114-1%$8.2M$7.2M-$1.0M2026-11-03
Brighton Jones LLC
INCREASED7,9496,291+1,658+26%$6.4M$7.2M+$794.2K2026-11-03
Parallel Advisors, LLC
INCREASED7,9407,586+354+5%$7.7M$7.1M-$523.0K2026-11-03
Calamos Wealth Management LLC
DECREASED7,8958,547-652-8%$8.6M$7.1M-$1.5M2026-11-02
Moody Lynn Lieberson & Walker, LLC
DECREASED7,8867,888-20%$8.0M$7.1M-$877.4K2026-10-14
IFP Advisors, Inc
DECREASED7,8439,172-1,329-14%$9.3M$7.1M-$2.2M2026-10-16
Crystal Rock Capital Management
DECREASED7,8358,485-650-8%$8.6M$7.1M-$1.5M2026-10-28
Wespac Advisors SoCal, LLC
INCREASED7,8267,777+49+1%$7.9M$7.0M-$819.0K2026-10-13
Canandaigua National Bank & Trust Co
DECREASED7,8228,157-335-4%$8.2M$7.0M-$1.2M2026-10-07
Ascent Wealth Partners, LLC
INCREASED7,8177,728+89+1%$7.8M$7.0M-$777.6K2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED7,7347,906-172-2%$8.0M$7.0M-$1.0M2026-10-21
Nations Financial Group Inc,
INCREASED7,6847,518+166+2%$7.6M$6.9M-$685.1K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED7,6807,428+252+3%$7.5M$6.9M-$597.8K2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED7,6027,676-74-1%$7.8M$6.8M-$918.7K2026-10-22
Highline Wealth Partners LLC
INCREASED7,5717,561+10+0%$7.6M$6.8M-$830.3K2026-10-19
Securian Asset Management, Inc
DECREASED7,5637,839-276-4%$8.4M$6.8M-$1.5M2026-11-06
Wedmont Private Capital
INCREASED7,5235,942+1,581+27%$6.3M$6.6M+$370.1K2026-10-09
Harbor Investment Advisory, LLC
INCREASED7,5195,985+1,534+26%$6.1M$6.8M+$716.8K2026-10-13
Sava Infond d.o.o.
INCREASED7,4604,630+2,830+61%$4.7M$6.7M+$2.0M2026-10-28
Signaturefd, LLC
INCREASED7,3017,074+227+3%$7.2M$6.6M-$581.4K2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED7,2505,831+1,419+24%$5.9M$6.5M+$630.3K2026-10-13
UMB Bank, n.a.
DECREASED7,1917,402-211-3%$7.5M$6.5M-$1.0M2026-11-06
Shayne & Jacobs, LLC
DECREASED7,1897,314-125-2%$7.4M$6.5M-$924.5K2026-10-21
AlphaStar Capital Management, LLC
DECREASED7,1377,155-180%$7.2M$6.4M-$810.6K2026-10-16
Essex Investment Management Co LLC
DECREASED7,0697,513-444-6%$7.6M$6.4M-$1.2M2026-10-19
Duncker Streett & Co Inc
INCREASED7,0296,913+116+2%$7.0M$6.3M-$662.8K2026-10-27
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED7,0007,00000%$7.1M$6.3M-$777.1K2026-10-22
Aspen Investment Management Inc
DECREASED6,9197,142-223-3%$7.2K$6.2M+$6.2M2026-11-05
Masterinvest Kapitalanlage GmbH
DECREASED6,8876,987-100-1%$7.1M$6.2M-$865.7K2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED6,8556,85500%$6.9M$6.9M$02026-10-15
Cullinan Associates Inc
INCREASED6,8516,491+360+6%$6.6M$6.2M-$396.8K2026-11-03
Profund Advisors LLC
INCREASED6,8336,500+333+5%$6.6M$6.2M-$421.7K2026-10-29
AM Investment Strategies LLC
INCREASED6,7326,479+253+4%$6.6K$6.1M+$6.1M2026-11-05
Vest Financial, LLC
DECREASED6,7246,801-77-1%$6.9M$6.1M-$824.3K2026-10-21
Blue Square Asset Management, LLC
DECREASED6,6876,979-292-4%$7.1M$6.0M-$1.0M2026-11-02
Neville Rodie & Shaw Inc
DECREASED6,6336,668-35-1%$6.7K$6.0K-$7722026-10-05
Sculati Wealth Management, LLC
DECREASED6,6236,974-351-5%$7.4M$5.9M-$1.5M2026-10-19
Powell Investment Advisors, LLC
INCREASED6,6196,594+25+0%$6.7M$6.0M-$709.5K2026-10-22
Mcrae Capital Management Inc
DECREASED6,6126,653-41-1%$6.7M$6.0M-$774.5K2026-10-15
Salem Investment Counselors Inc
INCREASED6,6116,558+53+1%$6.6M$6.0M-$680.3K2026-10-13
Jones Kertz & Associates, Inc.
DECREASED6,5726,589-170%$6.7M$5.9M-$746.8K2026-10-28
Moors & Cabot, Inc.
INCREASED6,4775,734+743+13%$5.8M$5.8M+$32.0K2026-11-06
Midwest Professional Planners, Ltd.
DECREASED6,4736,662-189-3%$6.7M$5.8M-$910.0K2026-10-29
Aviance Capital Partners, LLC
INCREASED6,4496,395+54+1%$6.5M$5.8M-$661.3K2026-10-29
Covenant Asset Management, LLC
DECREASED6,4306,511-81-1%$6.6M$5.8M-$795.7K2026-10-14
Diversify Wealth Management, LLC
DECREASED6,3936,874-481-7%$7.2M$5.7M-$1.5M2026-10-20
Diversify Advisory Services, LLC
DECREASED6,3936,874-481-7%$7.2M$5.7M-$1.5M2026-10-20
Asset Dedication, LLC
DECREASED6,3826,414-320%$6.5M$5.7M-$740.8K2026-11-03
Shepherd Financial Partners LLC
INCREASED6,3786,372+6+0%$6.4M$5.7M-$702.2K2026-11-03
Ascent Group, LLC
INCREASED6,3726,121+251+4%$6.2M$5.7M-$453.5K2026-10-30
Tema Etfs LLC
DECREASED6,3396,535-196-3%$6.6M$5.7M-$901.9K2026-10-16
Scott & Selber, Inc.
DECREASED6,3396,350-110%$6.4M$5.7M-$714.6K2026-10-21
BNC Wealth Management, LLC
INCREASED6,3336,257+76+1%$6.3M$5.7M-$626.1K2026-10-19
Parisi Gray Wealth Management
INCREASED6,2936,155+138+2%$6.2M$5.7M-$559.5K2026-10-16
Triangle Securities Wealth Management
DECREASED6,2216,529-308-5%$6.6M$5.6M-$1.0M2026-10-14
KCM Investment Advisors LLC
DECREASED6,2066,609-403-6%$6.7M$5.6M-$1.1M2026-10-27
Rydar Equities, Inc.
INCREASED6,2005,887+313+5%$6.4M$5.5M-$863.5K2026-10-13
Larson Financial Group LLC
DECREASED6,1836,299-116-2%$6.4M$5.6M-$804.2K2026-11-05
Avior Wealth Management, LLC
DECREASED6,1317,284-1,153-16%$7.4M$5.5M-$1.8M2026-10-13
Gateway Investment Advisers LLC
INCREASED6,1204,595+1,525+33%$4.6M$5.5M+$862.8K2026-10-13
Journey Advisory Group, LLC
INCREASED6,0915,663+428+8%$5.7M$5.5M-$243.3K2026-11-04
Cornerstone Wealth Group, LLC
INCREASED6,0885,730+358+6%$5.8M$5.5M-$313.7K2026-11-02
Magnus Financial Group LLC
INCREASED6,0846,060+24+0%$6.1M$5.5M-$650.7K2026-10-21
RMR Wealth Builders
DECREASED6,0236,124-101-2%$6.2M$5.4M-$770.5K2026-10-22
Mitchell Capital Management Co
INCREASED5,9955,956+39+1%$6.0M$5.4M-$626.1K2026-10-29
First Citizens Bank & Trust Co
INCREASED5,9763,388+2,588+76%$3.4M$5.4M+$2.0M2026-10-14
Merrion Investment Management Co, LLC
INCREASED5,8545,804+50+1%$5.9M$5.3M-$599.3K2026-10-16
Venture Visionary Partners LLC
INCREASED5,7205,137+583+11%$5.2M$5.2M-$45.9K2026-10-07
SBI Securities Co., Ltd.
DECREASED5,7195,769-50-1%$5.8M$5.1M-$685.4K2026-10-22
YHB Investment Advisors, Inc.
DECREASED5,7165,721-50%$5.8M$5.1M-$639.6K2026-10-08
BigSur Wealth Management LLC
UNCHANGED5,7095,70900%$5.8M$5.1M-$633.8K2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED5,7013,469+2,232+64%$3.5M$5.1M+$1.5M2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,6834,639+1,044+23%$4.7M$5.1M+$425.0K2026-10-27
Concord Wealth Partners
INCREASED5,6675,652+15+0%$5.7M$5.1M-$614.2K2026-11-02
Fisher Funds Management LTD
INCREASED5,6221,622+4,000+247%$1.6M$5.1M+$3.4M2026-10-13
Concord Asset Management, LLC
INCREASED5,6225,451+171+3%$5.5M$5.1M-$451.2K2026-11-02
Chapin Davis, Inc.
INCREASED5,6195,617+2+0%$5.7M$5.1M-$622.8K2026-10-09
Platform Technology Partners
DECREASED5,6185,879-261-4%$5.9M$5.1M-$887.6K2026-11-02
Asahi Life Asset Management Co., Ltd.
DECREASED5,6017,723-2,122-27%$7.8M$5.0M-$2.8M2026-11-06
VestGen Advisors, LLC
DECREASED5,5996,340-741-12%$6.4M$5.0M-$1.4M2026-10-27
Asset One Wealth Management LLC
INCREASED5,5904,760+830+17%$5.5M$5.0M-$450.8K2026-11-02
Focus Financial Network, Inc.
DECREASED5,5875,649-62-1%$5.7M$5.0M-$683.5K2026-10-14
Channing Capital Management, LLC
DECREASED5,58511,169-5,584-50%$11.3M$5.0M-$6.3M2026-11-02
Asio Capital, LLC
INCREASED5,5705,423+147+3%$5.5M$5.0M-$469.7K2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED5,5665,571-50%$5.6M$5.0M-$623.4K2026-11-04
Clear Trail Advisors, LLC
DECREASED5,5225,585-63-1%$5.6M$5.0M-$676.3K2026-10-20
Axxcess Wealth Management, LLC
DECREASED5,50613,250-7,744-58%$12.9M$5.0M-$7.9M2026-10-21
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED5,5003,200+2,300+72%$3.2M$5.0M+$1.7M2026-11-04
Uhlmann Price Securities, LLC
DECREASED5,4896,247-758-12%$6.3M$4.9M-$1.4M2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED5,4874,609+878+19%$4.7M$4.9M+$278.5K2026-11-03
WD Rutherford LLC
INCREASED5,4595,396+63+1%$5.5M$4.9M-$542.3K2026-10-26
Sowell Financial Services LLC
DECREASED5,4376,214-777-12%$6.3M$4.9M-$1.4M2026-10-23
Turn8 Private Wealth Inc.
INCREASED5,4065,360+46+1%$5.4M$4.9M-$573.1K2026-11-05
Bailard, Inc.
DECREASED5,3965,526-130-2%$5.6M$4.9M-$730.5K2026-10-13
Triasima Portfolio Management inc.
DECREASED5,3678,447-3,080-36%$8.5M$4.8M-$3.7M2026-10-15
Myriad Asset Management Advisors LLC
UNCHANGED5,3325,33200%$5.4M$4.8M-$592.0K2026-11-03
Mission Wealth Management, LP
DECREASED5,2829,953-4,671-47%$10.1M$4.8M-$5.3M2026-10-15
IPG Investment Advisors LLC
DECREASED5,2597,250-1,991-27%$7.3M$4.7M-$2.6M2026-10-30
TrueMark Investments, LLC
DECREASED5,2507,487-2,237-30%$7.6M$4.7M-$2.8M2026-11-05
Aviso Wealth Management
DECREASED5,2285,252-240%$5.3M$4.7M-$605.4K2026-11-04
True Private Wealth Advisors
INCREASED5,2155,194+21+0%$5.3M$4.7M-$557.4K2026-10-19
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED5,2005,20000%$5.3M$4.7M-$577.3K2026-10-29
Wynn Capital, LLC
DECREASED5,1895,316-127-2%$5.4M$4.7M-$704.5K2026-10-13
Fairvoy Private Wealth, LLC
INCREASED5,1833,335+1,848+55%$3.4M$4.7M+$1.3M2026-10-19
Yacktman Asset Management LP
DECREASED5,1775,200-230%$5.3M$4.7M-$598.0K2026-11-02
Condor Capital Management
INCREASED5,1565,121+35+1%$5.2M$4.6M-$536.7K2026-11-06
Trilogy Capital Inc.
DECREASED5,1555,377-222-4%$5.4M$4.6M-$797.6K2026-10-20
Midwest Trust Co
INCREASED5,1293,452+1,677+49%$3.5M$4.6M+$1.1M2026-10-22
Eulav Asset Management
DECREASED5,1105,310-200-4%$5.4M$4.6M-$769.5K2026-10-23
Chicago Partners Investment Group LLC
INCREASED5,1034,663+440+9%$5.0M$4.5M-$542.7K2026-10-27
Alps Advisors Inc
INCREASED5,0844,758+326+7%$4.8M$4.6M-$234.7K2026-11-03
Cache Advisors, LLC
INCREASED5,0563,868+1,188+31%$3.9M$4.6M+$640.2K2026-10-16
Globalt Investments LLC / GA
DECREASED5,0535,174-121-2%$5.2M$4.5M-$683.0K2026-10-27
Violich Capital Management, Inc.
UNCHANGED5,0505,05000%$5.1M$4.5M-$560.6K2026-10-05
Appleton Partners Inc
DECREASED5,0455,090-45-1%$5.1M$4.5M-$606.0K2026-10-30
Integrity Alliance, Llc.
DECREASED5,0405,456-416-8%$5.5M$4.5M-$979.5K2026-10-29
SeaBridge Investment Advisors LLC
INCREASED5,0294,929+100+2%$5.0M$4.5M-$457.0K2026-11-02
Cane Capital Partners, LLC
INCREASED5,0023,520+1,482+42%$3.6M$4.5M+$943.6K2026-10-23
International Assets Investment Management, LLC
NEW4,974—+4,974——$4.5M—2026-11-02
EverSource Wealth Advisors, LLC
INCREASED4,9534,796+157+3%$4.9M$4.5M-$390.5K2026-11-04
Prentice Wealth Management LLC
DECREASED4,9204,968-48-1%$5.0M$4.4M-$594.7K2026-10-20
Stenger Family Office, LLC
INCREASED4,9114,023+888+22%$4.1M$4.4M+$311.5K2026-10-22
Ethos Capital Management, Inc.
INCREASED4,9004,399+501+11%$4.4M$4.4M-$37.3K2026-11-03
Focused Wealth Management, Inc
INCREASED4,8494,669+180+4%$4.7M$4.4M-$355.8K2026-10-30
RWQ Financial Management Services, Inc.
DECREASED4,8407,085-2,245-32%$7.2M$4.4M-$2.8M2026-10-19
Carnegie Investment Counsel
DECREASED4,8404,929-89-2%$5.0M$4.4M-$627.5K2026-10-20
Capital Asset Advisory Services LLC
DECREASED4,8107,748-2,938-38%$7.8M$4.3M-$3.5M2026-10-30
North Star Investment Management Corp.
INCREASED4,7834,764+19+0%$4.8M$4.3M-$511.7K2026-10-27
E&G Advisors, LLC
INCREASED4,7734,708+65+1%$4.8M$4.3M-$464.1K2026-10-13
RED Cedar Investment Management, LLC
UNCHANGED4,7644,76400%$4.8M$4.3M-$528.9K2026-11-04
Independent Financial Group, LLC
DECREASED4,7437,150-2,407-34%$7.2M$4.3M-$3.0M2026-10-13
Nemes Rush Group LLC
INCREASED4,7104,694+16+0%$4.7M$4.2M-$506.4K2026-11-04
Mirador Capital Partners LP
INCREASED4,6684,591+77+2%$4.6M$4.2M-$440.3K2026-10-09
Old National Bancorp
DECREASED4,6354,743-108-2%$4.8M$4.2M-$623.8K2026-10-20
Parr Mcknight Wealth Management Group, LLC
DECREASED4,6294,632-30%$4.7M$4.2M-$516.8K2026-10-30
Robbins Farley
INCREASED4,6094,599+10+0%$4.7M$4.1M-$501.5K2026-10-21
Levin Capital Strategies, L.P.
DECREASED4,6049,038-4,434-49%$9.1M$4.1M-$5.0M2026-11-02
Blume Capital Management, Inc.
DECREASED4,6015,289-688-13%$5.3M$4.1M-$1.2M2026-10-26
Mystic Asset Management, Inc.
INCREASED4,5894,570+19+0%$4.6M$4.1M-$490.2K2026-10-15
Nicollet Investment Management, Inc.
INCREASED4,5824,541+41+1%$4.6M$4.1M-$468.0K2026-10-14
TigerOak Management, L.L.C.
INCREASED4,5794,492+87+2%$4.5M$4.1M-$420.3K2026-10-23
Dmkc Advisory Services, LLC
DECREASED4,5734,818-245-5%$4.9M$4.1M-$755.1K2026-11-04
CFM Wealth Partners LLC
INCREASED4,5704,538+32+1%$4.6M$4.1M-$475.0K2026-11-05
365 WMG Private Fund I: Primus Fund LLC
NEW4,547—+4,547——$4.1M—2026-10-20
Axecap Investments, LLC
INCREASED4,5471,460+3,087+211%$1.5M$4.1M+$2.6M2026-10-20
Aaron Wealth Advisors LLC
INCREASED4,5274,296+231+5%$4.3M$4.1M-$268.9K2026-10-13
RBA Wealth Management, LLC
INCREASED4,5234,295+228+5%$4.3M$4.1M-$271.5K2026-10-28
Oarsman Capital, Inc.
DECREASED4,5135,736-1,223-21%$5.8M$4.1M-$1.7M2026-11-05
SAX Wealth Advisors, LLC
INCREASED4,5083,529+979+28%$3.0M$4.1M+$1.1M2026-10-13
Mitchell & Pahl Private Wealth, LLC
INCREASED4,4844,454+30+1%$4.5M$4.0M-$467.4K2026-10-14
CV Advisors LLC
UNCHANGED4,4524,45200%$4.5M$4.0M-$494.2K2026-10-13
Schear Investment Advisers, LLC
INCREASED4,3933,581+812+23%$3.6M$4.0M+$333.2K2026-10-14
Tempo Wealth, LLC
INCREASED4,3933,975+418+11%$4.0M$4.0M-$65.4K2026-10-14
Corps Capital Advisors, LLC
UNCHANGED4,3914,39100%$4.4M$4.0M-$487.4K2026-11-05
High Note Wealth, LLC
INCREASED4,3774,264+113+3%$4.3M$3.9M-$371.5K2026-10-27
Private Trust Co NA
INCREASED4,3734,025+348+9%$4.1M$3.9M-$133.5K2026-10-20
GC Wealth Management RIA, LLC
INCREASED4,3584,005+353+9%$4.1M$3.9M-$126.8K2026-11-02
Orange Investment Advisors, Inc.
DECREASED4,3314,633-302-7%$4.7M$3.9M-$786.2K2026-10-23
Cornerstone Planning, LLC
INCREASED4,3174,296+21+0%$4.3M$4.2M-$109.5K2026-10-27
Bdf-Gestion
DECREASED4,3086,320-2,012-32%$2.6M$3.9M+$1.3M2026-10-19
Absolute Capital Management, LLC
DECREASED4,3084,331-23-1%$4.4M$3.9M-$501.4K2026-10-16
HBK Sorce Advisory LLC
INCREASED4,2414,234+7+0%$4.5M$3.7M-$804.5K2026-11-06
Markowski Investments
DECREASED4,2244,793-569-12%$4.8M$3.8M-$1.0M2026-10-30
Gold Investment Management Ltd.
DECREASED4,2094,229-200%$4.3M$3.8M-$487.5K2026-10-19
New England Research & Management, Inc.
INCREASED4,1252,916+1,209+41%$2.9M$3.7M+$764.8K2026-10-16
Paradigm Asset Management Co LLC
DECREASED4,1005,002-902-18%$5.1M$3.7M-$1.4M2026-11-05
Wright Investors Service Inc
DECREASED4,0714,264-193-5%$4.3M$3.7M-$647.1K2026-11-02
Clear Harbor Asset Management, LLC
DECREASED4,0664,146-80-2%$4.2M$3.7M-$531.6K2026-11-05
Marest Capital, LLC
INCREASED4,0664,053+13+0%$4.1M$3.7M-$430.5K2026-10-23
Birch Financial Group, LLC
INCREASED4,0533,983+70+2%$4.0M$3.6M-$379.0K2026-10-27
Patten & Patten Inc
DECREASED4,0484,242-194-5%$4.3M$3.6M-$646.5K2026-10-26
Citadel Investment Advisory, Inc.
DECREASED4,0474,100-53-1%$4.1M$3.6M-$503.0K2026-10-15
First National Trust Co
INCREASED4,0413,636+405+11%$3.7M$3.6M-$39.0K2026-10-28
FCG Investment Co
INCREASED3,9983,370+628+19%$3.4M$3.6M+$191.3K2026-10-13
CrossGen Wealth, LLC
INCREASED3,9863,938+48+1%$4.0M$3.6M-$394.4K2026-10-30
Intact Investment Management Inc.
INCREASED3,9803,100+880+28%$3.1M$3.6M+$448.2K2026-11-03
GKV Capital Management Co., Inc.
INCREASED3,9803,488+492+14%$3.5M$3.6M+$55.8K2026-11-06
HMS Capital Management, LLC
DECREASED3,9745,005-1,031-21%$5.1M$3.6M-$1.5M2026-10-20
Mechanics Bank Trust Department
INCREASED3,9683,897+71+2%$3.9M$3.6M-$368.7K2026-10-13
Bochk Asset Management Ltd
DECREASED3,9507,995-4,045-51%$8.1M$3.6M-$4.5M2026-10-29
Bank Pictet & Cie (Europe) AG
DECREASED3,8943,994-100-2%$4.0M$3.5M-$533.4K2026-10-20
Kathmere Capital Management, LLC
INCREASED3,8873,635+252+7%$3.7M$3.5M-$176.5K2026-10-20
Global Trust Asset Management, LLC
INCREASED3,8833,860+23+1%$3.9M$3.5M-$407.7K2026-10-19
Plimoth Trust Co LLC
INCREASED3,8653,844+21+1%$3.9M$3.5M-$407.8K2026-10-26
Excalibur Management Corp
DECREASED3,8563,919-63-2%$4.0M$3.5M-$491.8K2026-11-02
Means Investment Co., Inc.
DECREASED3,8224,289-467-11%$4.3M$3.4M-$897.0K2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED3,7803,621+159+4%$3.7M$3.4M-$258.9K2026-10-13
Correct Capital Wealth Management
INCREASED3,7643,748+16+0%$3.8M$3.4M-$402.0K2026-11-02
ANB Bank
DECREASED3,7503,855-105-3%$3.9M$3.4M-$522.5K2026-10-09
Verdence Capital Advisors LLC
INCREASED3,7463,678+68+2%$3.7M$3.4M-$346.9K2026-10-26
XML Financial, LLC
INCREASED3,7453,632+113+3%$3.7M$3.4M-$301.9K2026-10-29
Kingstone Capital Partners Texas, LLC
DECREASED3,7303,870-140-4%$3.9M$3.4M-$555.7K2026-11-03
Soltis Investment Advisors LLC
INCREASED3,7262,315+1,411+61%$2.3M$3.4M+$1.0M2026-10-28
Lynx Capital Group LTD
INCREASED3,7123,708+4+0%$3.8M$3.3M-$408.9K2026-11-04
Northern Financial Advisors Inc
DECREASED3,7093,721-120%$3.8M$3.3M-$423.9K2026-10-29
Axxion S.A.
INCREASED3,7063,596+110+3%$3.6M$3.3M-$300.2K2026-10-22
SVB Wealth LLC
DECREASED3,6934,526-833-18%$4.6M$3.3M-$1.3M2026-11-06
Forvis Mazars Wealth Advisors, LLC
INCREASED3,6813,476+205+6%$3.5M$3.3M-$201.3K2026-10-13
Everhart Financial Group, Inc.
INCREASED3,6603,570+90+3%$3.6M$3.3M-$315.3K2026-10-08
Probity Advisors, Inc.
DECREASED3,6553,706-51-1%$3.7M$3.3M-$457.3K2026-10-23
Krilogy Financial LLC
INCREASED3,6383,152+486+15%$3.2M$3.3M+$64.3K2026-10-13
Directional Asset Management
INCREASED3,6313,322+309+9%$3.4M$3.3M-$90.8K2026-10-22
Shaker Investments LLC
INCREASED3,6223,620+2+0%$3.7M$3.3M-$400.1K2026-11-05
Cohen Klingenstein LLC
UNCHANGED3,6003,60000%$3.6M$3.2M-$399.6K2026-10-15
Courier Capital LLC
DECREASED3,5493,746-197-5%$3.8M$3.2M-$593.2K2026-10-19
Mcdonald Partners LLC
DECREASED3,5443,569-25-1%$3.6M$3.2M-$418.7K2026-11-03
Fischer Financial Services, Inc.
INCREASED3,5373,462+75+2%$3.5M$3.2M-$316.5K2026-10-30
Boyd Watterson Asset Management LLC
DECREASED3,5143,770-256-7%$3.8M$3.2M-$649.0K2026-11-06
Independent Investors Inc
UNCHANGED3,4903,49000%$3.5M$3.1M-$387.4K2026-10-30
Kessler Investment Group, LLC
DECREASED3,4843,546-62-2%$3.6M$3.1M-$449.5K2026-10-08
Trust Co of Toledo NA
INCREASED3,4833,285+198+6%$3.3M$3.1M-$186.4K2026-10-16
Trust Point Inc.
INCREASED3,4733,054+419+14%$3.1M$3.1M+$38.2K2026-10-27
Grimes & Co Wealth Management, LLC
DECREASED3,4693,683-214-6%$3.7M$3.1M-$602.0K2026-10-29
CPC Advisors, LLC
DECREASED3,4585,858-2,400-41%$5.9M$3.1M-$2.8M2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED3,4493,781-332-9%$3.8M$3.1M-$719.0K2026-10-14
Pathway Financial Advisers, LLC
DECREASED3,4353,560-125-4%$3.6M$3.1M-$508.2K2026-10-27
Alpine Bank Wealth Management
UNCHANGED3,4233,42300%$3.5M$3.1M-$380.0K2026-10-16
Valicenti Advisory Services Inc
DECREASED3,4133,466-53-2%$3.5K$3.1M+$3.1M2026-10-23
Norway Savings Bank
DECREASED3,3943,472-78-2%$3.5M$3.1M-$455.7K2026-10-20
NTV Asset Management LLC
DECREASED3,3893,424-35-1%$3.5M$3.1M-$411.6K2026-10-23
Wolverine Asset Management LLC
INCREASED3,37497+3,277+3378%$98.1K$3.0M+$2.9M2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED3,3683,345+23+1%$3.4M$3.0M-$350.6K2026-10-23
Stillwater Wealth Management Group
INCREASED3,3622,870+492+17%$2.9M$3.0M+$124.4K2026-10-21
GAM Holding AG
DECREASED3,3583,571-213-6%$3.6M$3.0M-$588.2K2026-11-03
Diligent Investors, LLC
DECREASED3,3283,577-249-7%$3.6M$3.0M-$621.3K2026-10-21
Sawgrass Asset Management LLC
DECREASED3,3203,537-217-6%$3.6M$3.0M-$588.0K2026-11-03
Trust Asset Management LLC
DECREASED3,3183,324-60%$3.4M$3.0M-$374.4K2026-11-03
Hartford Financial Management Inc.
UNCHANGED3,3003,30000%$3.3M$3.0M-$366.3K2026-10-21
TD Private Client Wealth LLC
DECREASED3,2806,467-3,187-49%$6.5M$3.0M-$3.6M2026-10-28
71 West Capital Partners
INCREASED3,2663,210+56+2%$3.2M$2.9M-$305.9K2026-11-04
Modera Wealth Management, LLC
DECREASED3,2663,281-150%$3.3M$2.9M-$377.8K2026-10-28
Baker Ellis Asset Management LLC
DECREASED3,2643,464-200-6%$3.5M$2.9M-$564.6K2026-10-14
Harold Davidson & Associates Inc.
INCREASED3,2643,255+9+0%$3.3M$2.9M-$354.2K2026-10-29
Tower View Wealth Management LLC
INCREASED3,2362,306+930+40%$2.3M$2.9M+$581.4K2026-10-23
Blue Trust, Inc.
DECREASED3,2273,408-181-5%$3.4M$2.9M-$541.2K2026-10-15
Tannin Capital LLC
DECREASED3,2273,303-76-2%$3.3M$2.9M-$435.7K2026-11-05
WT Wealth Management
DECREASED3,1963,388-192-6%$3.4M$2.9M-$548.7K2026-10-13
Quadrant Private Wealth Management, LLC
INCREASED3,1893,122+67+2%$3.2M$2.9M-$285.5K2026-11-04
Generali Investments, Management Co LLC
INCREASED3,1692,632+537+20%$2.7M$2.9M+$191.3K2026-10-19
Patton Fund Management, Inc.
NEW3,164—+3,164——$2.8M—2026-10-13
Hardy Reed LLC
INCREASED3,1502,040+1,110+54%$2.1M$2.8M+$772.9K2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED3,1403,141-10%$3.2M$2.8M-$349.3K2026-10-16
Banque Pictet & CIE SA
DECREASED3,1063,225-119-4%$3.3M$2.8M-$465.2K2026-10-16
Legacy Financial Independent Advisors LLC
INCREASED3,075368+2,707+736%$372.2K$2.8M+$2.4M2026-11-02
Traynor Capital Management, Inc.
DECREASED3,0613,083-22-1%$3.1M$2.8M-$362.1K2026-10-29
Altman Advisors, Inc.
INCREASED3,0563,041+15+0%$3.1M$2.8M-$323.9K2026-11-05
Smith Salley Wealth Management
INCREASED3,0472,856+191+7%$2.9M$2.7M-$145.1K2026-11-03
Premier Path Wealth Partners, LLC
INCREASED3,0432,988+55+2%$3.0M$2.7M-$282.9K2026-10-16
Huntleigh Advisors, Inc.
NEW3,033—+3,033——$2.7M—2026-11-03
Temasek Holdings (Private) Ltd
DECREASED3,0219,233-6,212-67%$9.3M$2.7M-$6.6M2026-10-28
AdvisorNet Financial, Inc
INCREASED2,9992,807+192+7%$2.8M$2.6M-$204.4K2026-10-15
Sierra Summit Advisors LLC
INCREASED2,9902,862+128+4%$2.9M$2.7M-$202.5K2026-10-28
Associated Banc-Corp
INCREASED2,9802,840+140+5%$2.9M$2.7M-$189.2K2026-10-30
LFG Wealth Partners, LLC
INCREASED2,9762,627+349+13%$2.7M$2.7M+$23.0K2026-10-28
Coastline Trust Co
DECREASED2,9613,218-257-8%$3.3M$2.7M-$588.6K2026-10-01
Wincap Financial LLC
INCREASED2,9572,864+93+3%$2.9M$2.7M-$234.0K2026-10-20
Royal Fund Management, LLC
INCREASED2,9482,891+57+2%$2.9M$2.7M-$269.6K2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED2,9473,456-509-15%$3.5M$2.7M-$841.9K2026-10-23
CWC Advisors, Llc.
INCREASED2,9372,935+2+0%$3.0M$2.6M-$324.0K2026-10-15
MBL Wealth, LLC
INCREASED2,9292,372+557+23%$2.4M$2.6M+$238.3K2026-10-22
Meridian Wealth Management, LLC
INCREASED2,9252,909+16+1%$2.9M$2.6M-$308.0K2026-11-05
V-Square Quantitative Management LLC
INCREASED2,9232,809+114+4%$2.8M$2.6M-$209.2K2026-10-15
Frank, Rimerman Advisors LLC
DECREASED2,8992,903-40%$2.9M$2.6M-$325.9K2026-10-16
Xcel Wealth Management, LLC
DECREASED2,8872,918-31-1%$3.0M$2.6M-$351.8K2026-10-26
Bahl & Gaynor LLC
INCREASED2,8722,868+4+0%$2.9M$2.6M-$314.8K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED2,8703,030-160-5%$3.1M$2.6M-$479.1K2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED2,8702,87000%$2.9M$2.6M-$318.6K2026-11-03
Avity Investment Management Inc.
DECREASED2,8692,872-30%$2.9M$2.6M-$321.5K2026-10-09
Gen-Wealth Partners Inc
DECREASED2,8633,188-325-10%$3.2M$2.6M-$646.5K2026-11-04
Ninety One UK Ltd
DECREASED2,841233,592-230,751-99%$236.2M$2.6M-$233.7M2026-10-15
Ascentis Independent Advisors
INCREASED2,81295+2,717+2860%$96.7K$2.5M+$2.4M2026-11-03
Avestar Capital, LLC
DECREASED2,8053,084-279-9%$3.1M$2.5M-$593.7K2026-10-28
BankPlus Trust Department
INCREASED2,7942,683+111+4%$2.7M$2.5M-$197.9K2026-11-06
Hartline Investment Corp/
INCREASED2,7911,405+1,386+99%$1.4M$2.5M+$1.1M2026-10-29
Nicholas Hoffman & Company, Llc.
INCREASED2,7692,603+166+6%$2.6M$2.5M-$140.1K2026-10-30
Investment Partners Asset Management, Inc.
DECREASED2,7672,784-17-1%$2.8M$2.5M-$324.4K2026-10-09
Spirit of America Management Corp
UNCHANGED2,7652,76500%$2.8M$2.5M-$306.9K2026-10-14
Retirement Planning Co of New England, Inc.
DECREASED2,7642,796-32-1%$2.8M$2.5M-$338.6K2026-10-15
Terra Nova Asset Management LLC
INCREASED2,7622,703+59+2%$2.7M$2.5M-$246.3K2026-10-13
Beaumont Asset Management, L.L.C.
INCREASED2,7592,650+109+4%$2.7M$2.5M-$196.0K2026-10-16
Eastern Bank
DECREASED2,7449,678-6,934-72%$9.8M$2.5M-$7.3M2026-10-05
Vivid Wealth Management, LLC
DECREASED2,7442,793-49-2%$2.8M$2.5M-$354.0K2026-10-27
Montecito Bank & Trust
DECREASED2,7392,744-50%$2.8M$2.5M-$309.1K2026-10-01
Cigna Investments Inc
DECREASED2,7192,738-19-1%$2.8M$2.4M-$321.0K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED2,6722,613+59+2%$2.6M$2.4M-$237.7K2026-10-21
Citizens National Bank Trust Department
INCREASED2,6652,427+238+10%$2.5M$2.4M-$55.1K2026-11-04
Fideuram Asset Management (Ireland) dac
DECREASED2,64412,610-9,966-79%$13.6M$2.7M-$10.9M2026-10-29
Moody National Bank Trust Division
DECREASED2,6432,884-241-8%$2.9M$2.4M-$537.1K2026-10-06
Congress Park Capital LLC
DECREASED2,6382,662-24-1%$2.7M$2.4M-$316.9K2026-10-13
Rose Capital Advisors LLC
INCREASED2,6272,327+300+13%$2.4M$2.4M+$11.4K2026-11-04
Balboa Wealth Partners
DECREASED2,6092,971-362-12%$3.0M$2.3M-$656.1K2026-10-20
Parkside Financial Bank & Trust
INCREASED2,6092,389+220+9%$2.4M$2.3M-$67.1K2026-10-27
Chatham Capital Group, Inc.
INCREASED2,5992,324+275+12%$2.4M$2.3M-$10.4K2026-10-16
Kintegral Advisory, LLC
INCREASED2,5982,584+14+1%$2.6M$2.3M-$274.2K2026-10-16
Compass Financial Management LLC
DECREASED2,5923,207-615-19%$3.3M$2.3M-$985.0K2026-10-30
TBH Global Asset Management, LLC
DECREASED2,5902,785-195-7%$2.8M$2.3M-$484.7K2026-11-03
Rezny Wealth Management, Inc.
INCREASED2,5862,538+48+2%$2.6M$2.3M-$238.5K2026-10-15
Odyssey Capital Advisors, Inc.
DECREASED2,5832,585-20%$2.6M$2.3M-$288.4K2026-10-26
Ibex Wealth Advisors
DECREASED2,5768,256-5,680-69%$8.3M$2.3M-$6.0M2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED2,5712,448+123+5%$2.5M$2.3M-$159.0K2026-11-05
Harmony Asset Management LLC
DECREASED2,5652,573-80%$2.6M$2.3M-$292.6K2026-10-20
Nova Financial LLC
NEW2,563—+2,563——$2.3M—2026-11-04
CX Institutional
DECREASED2,55011,361-8,811-78%$11.5K$2.3K-$9.2K2026-10-02
Lewis Asset Management, LLC
INCREASED2,5392,520+19+1%$2.5M$2.3M-$262.2K2026-10-14
Mill Capital Management, LLC
UNCHANGED2,5392,53900%$2.6M$2.3M-$281.9K2026-10-26
Victory Financial Group, LLC
DECREASED2,5332,549-16-1%$2.6M$2.3M-$296.8K2026-10-27
Aprio Wealth Management, LLC
INCREASED2,5292,351+178+8%$2.4M$2.3M-$100.7K2026-10-28
Central Trust Co
DECREASED2,5292,636-107-4%$2.7M$2.3M-$389.0K2026-11-05
Roof Eidam Maycock Peralta, LLC
INCREASED2,5152,425+90+4%$2.5M$2.3M-$188.2K2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED2,5132,418+95+4%$2.4M$2.3M-$182.9K2026-10-21
HCR Wealth Advisors
INCREASED2,5012,413+88+4%$2.4M$2.3M-$188.5K2026-10-15
Tranquility Partners, LLC
DECREASED2,5012,512-110%$2.5M$2.3M-$288.8K2026-10-20
Souders Financial Advisors
INCREASED2,4972,485+12+0%$2.5M$2.2M-$264.6K2026-11-03
Fiduciary Alliance LLC
INCREASED2,4892,484+5+0%$2.5M$2.2M-$270.8K2026-10-13
Uncommon Cents Investing Inc
INCREASED2,4872,475+12+0%$2.5M$2.2M-$263.9K2026-10-20
Independent Solutions Wealth Management, LLC
DECREASED2,4692,517-48-2%$2.5M$2.2M-$322.6K2026-10-28
Zullo Investment Group, Inc.
INCREASED2,4602,436+24+1%$2.5M$2.2M-$248.8K2026-10-20
Peoples Financial Services Corp.
DECREASED2,4582,533-75-3%$2.6M$2.2M-$348.7K2026-10-20
Leisure Capital Management
UNCHANGED2,4372,43700%$2.5M$2.2M-$270.5K2026-11-03
Moneco Advisors, LLC
DECREASED2,4352,449-14-1%$2.5M$2.2M-$285.3K2026-11-05
Semus Wealth Partners LLC
INCREASED2,4342,007+427+21%$2.0M$2.2M+$161.4K2026-10-22
Hunter Associates Investment Management LLC
INCREASED2,4212,306+115+5%$2.3M$2.2M-$118.0K2026-10-26
Burke & Herbert Bank & Trust Co
DECREASED2,4142,493-79-3%$2.5M$2.2M-$347.9K2026-11-02
180 Wealth Advisors, LLC
DECREASED2,3952,511-116-5%$2.5M$2.2M-$383.1K2026-11-03
RFG Advisory, LLC
INCREASED2,3952,375+20+1%$2.4M$2.2M-$245.6K2026-11-03
Wellington Grp LLC
INCREASED2,3881,930+458+24%$2.0M$2.2M+$198.1K2026-11-06
Convergence Financial, LLC
DECREASED2,3674,913-2,546-52%$5.0M$2.1M-$2.8M2026-10-27
Nikulski Financial, Inc.
DECREASED2,3662,519-153-6%$2.5M$2.1M-$417.3K2026-11-06
Zions Bancorporation, National Association
DECREASED2,3604,010-1,650-41%$4.1M$2.1M-$1.9M2026-11-06
Portfolio Design Labs, LLC
INCREASED2,3542,335+19+1%$2.4M$2.1M-$242.1K2026-11-04
Kuhn & Co Investment Counsel
INCREASED2,3522,329+23+1%$2.4M$2.1M-$238.0K2026-10-29
Waterway Wealth Management, LLC
INCREASED2,3342,065+269+13%$2.1M$2.1M+$12.3K2026-10-28
Machina Capital S.A.S.
NEW2,324—+2,324——$2.1M—2026-11-05
Fulton Bank, N.A.
DECREASED2,3173,516-1,199-34%$3.6M$2.1M-$1.5M2026-10-14
Secure Asset Management, LLC
INCREASED2,3142,272+42+2%$2.3M$2.1M-$214.3K2026-10-19
Trueblood Wealth Management, LLC
DECREASED2,3092,328-19-1%$2.4M$2.1M-$274.9K2026-10-23
Personal CFO Solutions, LLC
DECREASED2,3022,425-123-5%$2.5M$2.1M-$380.4K2026-11-06
WoodTrust Financial Corp
DECREASED2,2922,375-83-3%$2.4M$2.1K-$2.4M2026-10-09
Apella Capital, LLC
INCREASED2,2891,052+1,237+118%$1.1M$2.0M+$933.9K2026-10-08
AlpenGlobal Capital LLC
INCREASED2,2692,017+252+12%$2.0M$2.0M+$3.0K2026-11-06
Chicago Capital, LLC
DECREASED2,2682,348-80-3%$2.4M$2.0M-$332.7K2026-10-13
XXI Wealth, LLC
INCREASED2,2552,087+168+8%$2.1M$2.0M-$80.4K2026-10-22
Elyxium Wealth, LLC
INCREASED2,2472,187+60+3%$2.2M$2.0M-$188.7K2026-10-27
Arista Wealth Management, LLC
INCREASED2,2322,219+13+1%$2.2M$2.0M-$234.6K2026-10-29
AUA Capital Management, LLC
UNCHANGED2,2292,22900%$2.3M$2.0M-$247.4K2026-10-15
Perpetual Ltd
DECREASED2,22829,989-27,761-93%$30.3M$2.0M-$28.3M2026-10-13
World Equity Group, Inc.
DECREASED2,2272,487-260-10%$2.5M$2.0M-$508.1K2026-10-14
Willner & Heller, LLC
DECREASED2,2262,323-97-4%$2.3M$2.0M-$345.4K2026-10-28
Laurion Capital Management LP
NEW2,216—+2,216——$2.0M—2026-10-30
Cooper Financial Group
DECREASED2,2022,668-466-17%$2.7M$2.0M-$715.6K2026-10-07
Howard Capital Management, LLC
DECREASED2,1592,181-22-1%$2.2M$1.9M-$261.9K2026-10-16
Koshinski Asset Management, Inc.
INCREASED2,1562,129+27+1%$2.2M$1.9M-$211.7K2026-10-29
Tctc Holdings, LLC
INCREASED2,1501,960+190+10%$2.0M$1.9M-$46.5K2026-11-02
Cypress Wealth Services, LLC
DECREASED2,1462,149-30%$2.2M$1.9M-$247.4K2026-10-21
Ashton Thomas Securities, LLC
DECREASED2,1272,405-278-12%$2.5M$1.9M-$551.7K2026-10-26
Bank of Stockton
INCREASED2,1252,092+33+2%$2.1M$1.9M-$202.5K2026-10-20
Bison Wealth, LLC
INCREASED2,1231,752+371+21%$1.8M$1.9M+$49.7K2026-10-13
Alta Advisers Ltd
INCREASED2,1151,138+977+86%$1.2M$1.9M+$753.3K2026-11-02
Lakeshore Capital Group, Inc.
INCREASED2,1042,028+76+4%$2.1M$1.9M-$156.4K2026-10-20
Facet Wealth, Inc.
INCREASED2,0991,728+371+21%$1.7M$1.9M+$142.2K2026-11-04
Turtle Creek Wealth Advisors, LLC
DECREASED2,0962,173-77-4%$2.2M$1.9M-$310.6K2026-10-15
Partners Wealth Management, LLC
INCREASED2,092300+1,792+597%$303.4K$1.9M+$1.6M2026-10-28
Allen Mooney & Barnes Investment Advisors LLC
INCREASED2,0742,059+15+1%$2.1M$1.9M-$214.9K2026-10-08
Finivi Inc.
INCREASED2,0672,045+22+1%$2.1M$1.9M-$207.3K2026-10-13
Pacific Wealth Strategies Group, Inc.
INCREASED2,0601,916+144+8%$1.9M$1.9M-$83.0K2026-11-02
Groesbeck Investment Management Corp
DECREASED2,0522,088-36-2%$2.1K$1.8M+$1.8M2026-10-26
Grant Private Wealth Management Inc
INCREASED2,0501,013+1,037+102%$1.0M$1.8M+$821.1K2026-10-19
American State Bank (Iowa)
INCREASED2,0461,949+97+5%$2.0M$1.8M-$129.0K2026-11-03
Princeton Global Asset Management LLC
DECREASED2,0432,047-40%$2.1M$1.8M-$231.2K2026-10-21
Beacon Financial Advisory LLC
DECREASED2,0422,111-69-3%$2.1M$1.8M-$296.5K2026-10-16
Victrix Investment Advisors
DECREASED2,0272,098-71-3%$2.1M$1.8M-$296.8K2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED2,0262,076-50-2%$2.1M$1.8M-$275.5K2026-10-28
Jacobi Capital Management LLC
INCREASED2,0231,998+25+1%$2.0M$1.8M-$199.1K2026-11-05
Brian LOW Financial Group, LLC
INCREASED2,0171,832+185+10%$1.9M$1.8M-$36.8K2026-10-28
Corrado Advisors, LLC
DECREASED2,0042,214-210-9%$2.2M$1.8M-$434.8K2026-10-27
Aubrey Capital Management Ltd
NEW2,000—+2,000——$1.8M—2026-10-19
Community Bank, N.A.
INCREASED1,9981,968+30+2%$2.0M$1.8M-$191.5K2026-11-06
Meadowbrook Wealth Management, LLC
DECREASED1,9942,232-238-11%$2.3M$1.8M-$462.1K2026-10-08
Chung Wu Investment Group, LLC
INCREASED1,9851,785+200+11%$1.8M$1.8M-$18.1K2026-11-03
Herold Advisors, Inc.
INCREASED1,9841,825+159+9%$1.8M$1.8M-$57.7K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED1,9811,971+10+1%$2.0M$1.8M-$210.4K2026-11-04
LVW Advisors, LLC
DECREASED1,9802,090-110-5%$2.1M$1.8M-$331.1K2026-10-19
Cadinha & Co LLC
INCREASED1,9651,920+45+2%$1.9M$1.8M-$172.6K2026-10-22
International Private Wealth Advisors LLC
NEW1,964—+1,964——$1.8M—2026-11-05
PW Nova Financial Services LLC
INCREASED1,9601,876+84+4%$1.9M$1.8M-$133.1K2026-10-15
Corundum Group, Inc.
INCREASED1,9571,897+60+3%$1.9M$1.8M-$156.6K2026-10-28
Galvin, Gaustad & Stein, LLC
INCREASED1,9521,898+54+3%$1.9M$1.8M-$161.8K2026-10-08
Hazlett, Burt & Watson, Inc.
INCREASED1,9481,820+128+7%$907.9K$1.2M+$285.6K2026-11-04
Catalyst Financial Partners LLC
INCREASED1,9451,759+186+11%$1.8M$1.8M-$27.8K2026-11-06
Cidel Asset Management Inc
DECREASED1,9431,950-70%$2.0M$1.7M-$222.8K2026-10-29
Perryman Financial Advisory Inc
INCREASED1,9411,818+123+7%$1.8M$1.7M-$90.6K2026-10-16
Matrix Trust Co
UNCHANGED1,9311,93100%$2.0K$1.7K-$2142026-10-07
First Citizens Financial Corp
UNCHANGED1,9231,92300%$1.9M$1.7M-$213.5K2026-10-02
Indivisible Partners
DECREASED1,9193,201-1,282-40%$3.2M$1.7M-$1.5M2026-10-26
Wealth Advisory Solutions, LLC
UNCHANGED1,9191,91900%$1.9M$1.7M-$213.0K2026-10-20
Live Oak Private Wealth LLC
DECREASED1,9131,928-15-1%$2.0M$1.7M-$227.5K2026-11-02
Angeles Wealth Management, LLC
INCREASED1,9091,888+21+1%$1.9M$1.7M-$190.7K2026-10-26
Essex Bank
DECREASED1,9061,929-23-1%$2.0M$1.7M-$234.8K2026-10-16
Fortitude Family Office, LLC
INCREASED1,902463+1,439+311%$468.3K$1.7M+$1.2M2026-10-14
Deltec Asset Management LLC
UNCHANGED1,9001,90000%$1.9M$1.7M-$210.9K2026-10-26
Continental Advisors LLC
UNCHANGED1,8931,89300%$1.9M$1.7M-$210.1K2026-10-13
BayBridge Capital Group, LLC
DECREASED1,8882,220-332-15%$2.2M$1.7M-$545.1K2026-10-13
1900 Wealth Management LLC
INCREASED1,8861,434+452+32%$1.5M$1.7M+$247.3K2026-10-13
Intesa Sanpaolo Wealth Management
INCREASED1,8841,598+286+18%$1.6M$1.7M+$80.1K2026-10-28
Bank of New Hampshire
INCREASED1,8811,023+858+84%$1.0M$1.7M+$658.9K2026-10-06
Flagship Harbor Advisors, LLC
INCREASED1,8791,819+60+3%$1.8M$1.7M-$148.1K2026-10-26
Castle Rock Wealth Management, LLC
DECREASED1,8663,086-1,220-40%$3.1M$1.7M-$1.5M2026-10-09
Ameliora Wealth Management Ltd.
DECREASED1,8532,959-1,106-37%$3.0M$1.7M-$1.3M2026-10-23
Mainstream Capital Management LLC
DECREASED1,8511,890-39-2%$1.9M$1.7M-$244.9K2026-10-23
Park Edge Advisors, LLC
INCREASED1,8471,782+65+4%$1.8M$1.7M-$139.3K2026-10-28
Bangor Savings Bank
DECREASED1,8431,933-90-5%$2.0M$1.7M-$295.6K2026-10-06
Supplemental Annuity Collective Trust of NJ
DECREASED1,8421,892-50-3%$1.9M$1.7M-$255.0K2026-11-02
Certuity, LLC
INCREASED1,8411,701+140+8%$1.7M$1.7M-$58.1K2026-11-02
ZWJ Investment Counsel Inc
DECREASED1,8371,904-67-4%$1.9M$1.7M-$271.7K2026-10-15
Independence Bank of Kentucky
DECREASED1,8371,866-29-2%$1.9M$1.7M-$233.3K2026-10-26
First Financial Bank - Trust Division
DECREASED1,8351,856-21-1%$1.9M$1.7M-$224.9K2026-10-01
LS Investment Advisors, LLC
INCREASED1,833747+1,086+145%$755.5K$1.7M+$894.9K2026-10-13
Thayer Partners, LLC / MA
INCREASED1,8331,829+4+0%$1.8M$1.7M-$199.4K2026-11-06
First Horizon Corp
DECREASED1,8191,823-40%$1.8M$1.6M-$206.0K2026-10-26
Summit Global Investments
INCREASED1,814922+892+97%$933.0K$1.6M+$700.0K2026-10-28
Greenspring Advisors, LLC
INCREASED1,8081,796+12+1%$1.8M$1.6M-$189.0K2026-11-05
Pines Wealth Management, LLC
DECREASED1,8021,972-170-9%$2.0M$1.6M-$371.9K2026-10-21
Everest Financial Group LLC
DECREASED1,8021,839-37-2%$1.9M$1.6M-$237.3K2026-11-06
Rossmore Private Capital
INCREASED1,7951,675+120+7%$1.7M$1.6M-$77.9K2026-10-27
Klingman & Associates, LLC
INCREASED1,7901,494+296+20%$1.5M$1.6M+$100.9K2026-10-20
Waters Parkerson & Co., LLC
INCREASED1,7881,716+72+4%$1.7M$1.6M-$125.7K2026-11-04
Western Financial Corp
DECREASED1,7846,056-4,272-71%$6.1M$1.6M-$4.5M2026-10-14
Lanark Financial, Inc.
DECREASED1,7821,791-90%$1.8M$1.6M-$206.8K2026-10-26
Old Mission Investment Co LLC
INCREASED1,7731,769+4+0%$1.8M$1.6M-$193.0K2026-10-22
Kelleher Financial Advisors
DECREASED1,7683,525-1,757-50%$3.6M$1.6M-$2.0M2026-10-30
Fulcrum Asset Management LLP
INCREASED1,7661,415+351+25%$1.4M$1.6M+$174.5K2026-11-04
Gryphon Financial Partners LLC
INCREASED1,7641,704+60+4%$1.7M$1.6M-$135.9K2026-11-04
Mather Group, Llc.
DECREASED1,7611,835-74-4%$1.9M$1.6M-$270.3K2026-10-14
Payden & Rygel
UNCHANGED1,7601,76000%$1.8M$1.6M-$195.0K2026-10-28
Money Concepts Capital Corp
INCREASED1,7511,676+75+4%$1.7M$1.6M-$118.5K2026-11-06
Fiduciary Financial Group, LLC
INCREASED1,7491,728+21+1%$1.7M$1.6M-$172.3K2026-10-13
Columbia Asset Management
INCREASED1,7431,742+1+0%$1.8M$1.6M-$193.0K2026-10-19
Fragasso Financial Advisors Inc
DECREASED1,7302,178-448-21%$2.2M$1.5M-$653.3K2026-10-13
Tandemgrowth Financial Advisors LLC
UNCHANGED1,7221,72200%$1.7M$1.6M-$191.2K2026-11-05
Archford Capital Strategies, LLC
INCREASED1,7211,031+690+67%$1.0M$1.5M+$506.8K2026-10-19
Westhampton Capital, LLC
UNCHANGED1,7101,71000%$1.7M$1.5M-$189.8K2026-10-30
Fell Capital Management
DECREASED1,7021,847-145-8%$1.9M$1.5M-$335.6K2026-10-09
Chicago Trust Co NA
INCREASED1,6961,033+663+64%$1.0M$1.5M+$482.3K2026-10-28
RMR Capital Management, LLC
UNCHANGED1,6961,69600%$1.7M$1.5M-$188.3K2026-10-23
Eukles Asset Management
INCREASED1,6881,651+37+2%$1.7M$1.5M-$149.7K2026-11-04
Realta Investment Advisors
INCREASED1,6811,643+38+2%$1.7M$1.5M-$148.2K2026-10-14
Citizens & Northern Corp
INCREASED1,6751,185+490+41%$1.2M$1.5M+$309.6K2026-11-06
PDS Planning, Inc
DECREASED1,6721,733-61-4%$1.8M$1.5M-$246.5K2026-11-03
Relyea Zuckerberg Hanson LLC
DECREASED1,6721,698-26-2%$1.7M$1.5M-$211.7K2026-10-20
Jessup Wealth Management, Inc
DECREASED1,6641,894-230-12%$1.9M$1.5M-$417.6K2026-10-20
Embree Financial Group
INCREASED1,6561,644+12+1%$1.7M$1.5M-$171.7K2026-10-22
Themes Management Co LLC
INCREASED1,6551,032+623+60%$1.0M$1.5M+$446.4K2026-10-29
Liberty Capital Management, Inc.
INCREASED1,6551,615+40+2%$1.6M$1.5M-$143.3K2026-11-02
Cardinal Point Capital Management ULC
INCREASED1,6441,414+230+16%$1.4M$1.5M+$50.0K2026-10-21
NewSquare Capital LLC
INCREASED1,6381,506+132+9%$1.5M$1.5M-$48.3K2026-11-06
M&G Plc
DECREASED1,6342,253-619-27%$2.3M$1.5M-$807.2K2026-11-04
CFS Investment Advisory Services, LLC
INCREASED1,6271,623+4+0%$1.7M$1.5M-$197.4K2026-10-19
Welch & Forbes LLC
UNCHANGED1,6251,62500%$1.6M$1.5M-$180.4K2026-11-04
Sidoxia Capital Management, LLC
INCREASED1,6211,593+28+2%$1.6M$1.5M-$151.6K2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED1,6151,490+125+8%$1.5M$1.5M-$52.8K2026-10-27
Parrish Capital LLC
DECREASED1,6021,728-126-7%$1.7M$1.4M-$305.3K2026-10-01
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED1,6001,760-160-9%$1.8M$1.4M-$339.4K2026-11-06
Bluesphere Advisors LLC
UNCHANGED1,6001,60000%$1.6M$1.4M-$177.6K2026-10-19
Leo Wealth, LLC
NEW1,598—+1,598——$1.4M—2026-10-26
Paladin Wealth, LLC
INCREASED1,5951,587+8+1%$1.6M$1.4M-$168.8K2026-10-23
West Branch Capital LLC
INCREASED1,5931,423+170+12%$1.4M$1.4M-$4.9K2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED1,5921,101+491+45%$1.1M$1.4M+$319.9K2026-10-16
Evansbrook LLC
INCREASED1,5861,554+32+2%$1.6M$1.4M-$143.8K2026-10-16
PFC Capital Group, Inc.
UNCHANGED1,5861,58600%$1.6M$1.4M-$176.0K2026-11-06
Financial Security Advisor, Inc.
INCREASED1,5811,578+3+0%$1.6M$1.4M-$172.7K2026-11-03
Arlington Trust Co LLC
INCREASED1,577135+1,442+1068%$136.5K$1.4M+$1.3M2026-10-20
Investment Partners, Ltd.
INCREASED1,576783+793+101%$792.2K$1.4M+$627.6K2026-10-29
Olistico Wealth, LLC
UNCHANGED1,5761,57600%$1.6M$1.4M-$175.0K2026-10-05
Formidable Asset Management, LLC
DECREASED1,5681,790-222-12%$1.5M$1.6M+$71.9K2026-11-03
Fortune 45 LLC
INCREASED1,5671,345+222+17%$1.4M$1.4M+$48.7K2026-10-14
Point Windward Advisors Inc.
DECREASED1,5551,560-50%$1.6M$1.4M-$177.7K2026-11-06
Signature Wealth Management Partners, LLC
UNCHANGED1,5471,54700%$1.6M$1.4M-$171.7K2026-10-21
Northbridge Financial Group, LLC
INCREASED1,5321,238+294+24%$1.3M$1.4M+$122.6K2026-11-05
Davidson Capital Management Inc.
INCREASED1,5301,497+33+2%$1.5M$1.4M-$136.5K2026-10-15
Revolve Wealth Partners, LLC
INCREASED1,5291,505+24+2%$1.5M$1.4M-$145.5K2026-10-23
KRS Capital Management, LLC
INCREASED1,5211,369+152+11%$1.4M$1.4M-$15.1K2026-10-16
Arwa LLC
DECREASED1,5191,534-15-1%$1.7M$1.4M-$326.2K2026-10-21
BIP Wealth, LLC
INCREASED1,5181,485+33+2%$1.5M$1.4M-$135.2K2026-10-22
Nicholas Wealth, Llc.
INCREASED1,5041,420+84+6%$1.4M$1.4M-$82.2K2026-10-26
U S Global Investors Inc
NEW1,500—+1,500——$1.4M—2026-10-22
Resonant Capital Advisors, LLC
INCREASED1,5001,489+11+1%$1.5M$1.4M-$155.4K2026-10-15
Pinion Investment Advisors, LLC
INCREASED1,4841,472+12+1%$1.5M$1.3M-$152.6K2026-11-04
Candriam S.C.A.
DECREASED1,4801,628-148-9%$1.6M$1.3M-$307.5K2026-11-03
United Advisor Group, LLC
DECREASED1,4791,548-69-4%$1.6M$1.3M-$233.9K2026-11-03
SLT Holdings LLC
DECREASED1,4721,662-190-11%$1.7M$1.3M-$355.6K2026-10-15
Genesee Capital Advisors, LLC
DECREASED1,4721,493-21-1%$1.5M$1.3M-$184.6K2026-10-20
Oak Asset Management, LLC
UNCHANGED1,4701,47000%$1.5M$1.3M-$163.2K2026-10-13
Karras Company, Inc.
DECREASED1,4661,506-40-3%$1.5M$1.3M-$203.7K2026-10-16
Gratus Wealth Advisors, LLC
DECREASED1,4591,461-20%$1.5M$1.3M-$164.0K2026-10-26
Versant Capital Management, Inc
INCREASED1,4571,456+1+0%$1.5M$1.3M-$159.9K2026-10-02
Patrick M Sweeney & Associates, Inc
UNCHANGED1,4551,45500%$1.5M$1.3M-$161.3K2026-10-22
Womack Financial LLC
DECREASED1,4511,486-35-2%$1.5M$1.3M-$196.5K2026-10-14
Fire Capital Management LLC
INCREASED1,4511,423+28+2%$1.4M$1.3M-$132.7K2026-10-27
Hudock, Inc.
INCREASED1,4441,416+28+2%$1.4M$1.3M-$132.1K2026-10-14
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED1,4371,43700%$1.5M$1.3M-$159.5K2026-11-02
Root Financial Partners, LLC
INCREASED1,417999+418+42%$1.0M$1.3M+$265.5K2026-10-21
Cordgrass Capital Advisors, LLC
UNCHANGED1,4161,41600%$1.4M$1.3M-$157.2K2026-10-30
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED1,4131,366+47+3%$1.4M$1.3M-$109.3K2026-11-03
Eads & Heald Wealth Management
DECREASED1,4081,451-43-3%$1.5M$1.3M-$199.8K2026-10-29
Plancorp, LLC
INCREASED1,4041,317+87+7%$1.4M$1.3M-$121.5K2026-11-03
Yoffe Investment Management, LLC
UNCHANGED1,3961,39600%$1.4M$1.3M-$155.0K2026-11-02
Norden Group LLC
DECREASED1,3911,422-31-2%$1.4M$1.3M-$186.5K2026-10-20
Vigilare Wealth Management
DECREASED1,3831,600-217-14%$1.6M$1.2M-$373.0K2026-10-29
Oslo Pensjonsforsikring AS
INCREASED1,3811,308+73+6%$1.3M$1.2M-$79.5K2026-10-15
O'Domhnaill Enterprises, Inc.
DECREASED1,3801,395-15-1%$1.4M$1.2M-$168.4K2026-10-29
Gables Capital Management Inc.
UNCHANGED1,3801,38000%$1.4M$1.2M-$153.2K2026-11-04
Lebenthal Global Advisors, LLC
INCREASED1,378913+465+51%$923.9K$1.2M+$317.2K2026-10-28
Conning Inc.
DECREASED1,3731,390-17-1%$1.4M$1.2M-$169.6K2026-10-27
TrinityBridge Ltd
DECREASED1,3711,421-50-4%$1.4M$1.2M-$201.0K2026-10-30
AGF Management LTD
DECREASED1,367326,297-324,930-100%$330.0M$1.2M-$328.8M2026-11-03
Arcataur Capital Management LLC
DECREASED1,3661,387-21-2%$1.4M$1.2M-$172.9K2026-10-21
Weaver Capital Management LLC
DECREASED1,3561,424-68-5%$1.2M$1.2M+$16.3K2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED1,3561,372-16-1%$1.4M$1.2M-$166.7K2026-10-27
Connecticut Wealth Management, LLC
INCREASED1,3541,099+255+23%$1.1M$1.2M+$107.6K2026-10-13
Crumly & Associates Inc.
DECREASED1,3491,370-21-2%$1.4M$1.2M-$171.0K2026-10-07
Freedom Day Solutions, LLC
DECREASED1,3481,370-22-2%$1.4M$1.2M-$171.8K2026-10-20
Stiles Financial Services Inc
INCREASED1,3481,333+15+1%$1.3M$1.2M-$135.2K2026-10-30
Titleist Asset Management, LLC
INCREASED1,3451,309+36+3%$1.3M$1.2M-$113.3K2026-10-08
Alliance Private Wealth, LLC
DECREASED1,3351,655-320-19%$1.7M$1.2M-$471.8K2026-10-20
Entrewealth, LLC
DECREASED1,3312,431-1,100-45%$2.5M$1.2M-$1.3M2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED1,3281,348-20-1%$1.4M$1.2M-$167.7K2026-11-02
First Interstate Bank
INCREASED1,3271,321+6+0%$1.3M$1.2M-$141.2K2026-10-23
Delphi Management Inc
DECREASED1,3231,351-28-2%$1.4M$1.2M-$175.0K2026-11-05
Triad Wealth Partners, LLC
DECREASED1,3221,381-59-4%$1.4M$1.2M-$227.9K2026-10-26
China Universal Asset Management Co., Ltd.
INCREASED1,3201,153+167+14%$1.2M$1.2M+$43.3K2026-10-28
Lexington Hill Partners, LLC
UNCHANGED1,3191,31900%$1.3M$1.2M-$146.4K2026-10-13
Abacus Wealth Partners, LLC
INCREASED1,3181,282+36+3%$1.3M$1.2M-$109.9K2026-11-03
Vertrix Wealth Management, LLC
DECREASED1,3021,325-23-2%$1.3M$1.2M-$167.7K2026-10-13
Trust Co of Vermont
INCREASED1,2971,285+12+1%$1.3M$1.2M-$131.8K2026-10-21
Symphony Financial, Ltd. Co.
INCREASED1,294835+459+55%$847.3K$1.2M+$324.9K2026-10-22
May Hill Capital, LLC
DECREASED1,2911,305-14-1%$1.3M$1.2M-$157.5K2026-11-03
MCF Advisors LLC
INCREASED1,290965+325+34%$976.0K$1.2M+$185.5K2026-10-28
S-Bank Fund Management Ltd
INCREASED1,2881,226+62+5%$1.2M$1.2M-$80.3K2026-11-06
Windsor Capital Management, LLC
DECREASED1,2841,320-36-3%$1.3M$1.2M-$178.8K2026-10-13
Caldwell Trust Co
UNCHANGED1,2841,28400%$1.3M$1.2M-$142.5K2026-10-30
Rakuten Securities, Inc.
INCREASED1,278823+455+55%$832.4K$1.2M+$318.3K2026-11-02
Obermeyer Wealth Partners
DECREASED1,2781,281-30%$1.3M$1.2M-$144.9K2026-10-21
3Chopt Investment Partners, LLC
INCREASED1,2731,142+131+11%$1.2M$1.1M-$8.8K2026-10-30
Providence First Trust Co
DECREASED1,2601,893-633-33%$1.9M$1.1M-$780.0K2026-11-02
Murphy & Mullick Capital Management Corp
INCREASED1,2551,215+40+3%$1.2M$1.1M-$103.2K2026-11-02
Wealth Management Partners, LLC
INCREASED1,2521,208+44+4%$1.2M$1.1M-$94.5K2026-10-21
Soundwatch Capital LLC
UNCHANGED1,2501,25000%$1.3M$1.1M-$136.0K2026-11-04
Anchyra Partners LLC
INCREASED1,2451,224+21+2%$1.2M$1.1M-$117.0K2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
DECREASED1,2421,291-49-4%$1.3M$1.1M-$187.5K2026-10-15
Ferguson Wellman Capital Management, Inc
INCREASED1,2411,143+98+9%$1.2M$1.1M-$38.6K2026-10-05
First Nebraska Trust Co
DECREASED1,2401,243-30%$1.3M$1.1M-$140.7K2026-10-30
Guardian Investment Management
DECREASED1,2311,293-62-5%$1.2M$1.1M-$108.3K2026-10-23
Centerpoint Advisors, LLC
INCREASED1,218863+355+41%$873.0K$1.1M+$224.0K2026-11-05
High Net Worth Advisory Group LLC
DECREASED1,2151,217-20%$1.2M$1.1M-$137.6K2026-10-26
SmartHarvest Portfolios, LLC
DECREASED1,2121,445-233-16%$1.5M$1.1M-$370.9K2026-10-26
Diversified Enterprises, LLC
INCREASED1,207902+305+34%$912.3K$1.1M+$174.5K2026-10-19
Provenance Wealth Advisors, LLC
INCREASED1,20674+1,132+1530%$74.8K$1.1M+$1.0M2026-10-30
Sky Investment Group LLC
INCREASED1,2051,168+37+3%$1.2M$1.1M-$96.3K2026-10-30
Malaga Cove Capital, LLC
DECREASED1,2021,210-8-1%$1.2M$1.1M-$141.5K2026-10-23
Procyon Advisors, LLC
INCREASED1,2011,174+27+2%$1.2M$1.1M-$106.4K2026-10-21
RVW Wealth, LLC
INCREASED1,1991,187+12+1%$1.2M$1.1M-$120.9K2026-10-06
Central Pacific Bank - Trust Division
DECREASED1,1983,081-1,883-61%$3.1M$1.1M-$2.0M2026-10-06
Benchmark Financial Wealth Advisors, LLC
INCREASED1,195962+233+24%$972.6K$1.1M+$103.4K2026-10-20
Interchange Capital Partners, LLC
INCREASED1,1951,145+50+4%$1.2M$1.1M-$79.3K2026-10-28
Quilter Plc
INCREASED1,1921,037+155+15%$1.0M$1.1M+$24.4K2026-10-21
Smith Chas P & Associates PA Cpas
UNCHANGED1,1901,19000%$1.2M$1.0M-$154.8K2026-10-22
Cascade Investment Group, Inc.
INCREASED1,1801,030+150+15%$1.0M$1.1M+$20.7K2026-10-13
Shelton Wealth Management, LLC
DECREASED1,1771,212-35-3%$1.2M$1.1M-$166.1K2026-10-16
Signal Advisors Wealth, LLC
INCREASED1,1761,159+17+1%$1.2M$1.1M-$113.4K2026-10-13
Accurate Wealth Management, LLC
DECREASED1,1742,158-984-46%$2.3M$1.0M-$1.2M2026-10-20
Quintet Private Bank (Europe) S.A.
INCREASED1,170794+376+47%$803.0K$1.1M+$250.4K2026-10-08
Rosenberg Matthew Hamilton
INCREASED1,1651,108+57+5%$1.1M$1.0M-$71.7K2026-10-05
City State Bank
DECREASED1,1581,197-39-3%$1.2M$1.0M-$168.0K2026-10-20
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED1,1571,15700%$1.2M$1.0M-$128.4K2026-10-26
Brandywine OAK Private Wealth LLC
INCREASED1,1561,134+22+2%$1.1M$1.0M-$106.3K2026-10-23
Manchester Capital Management LLC
INCREASED1,1531,098+55+5%$1.1M$1.0M-$72.4K2026-10-22
Worth Financial Advisory Group, LLC
DECREASED1,1471,190-43-4%$1.2M$1.0M-$170.8K2026-10-19
Evolution Wealth Advisors, LLC
INCREASED1,1471,143+4+0%$1.2M$1.0M-$123.3K2026-11-03
Sepio Capital, LP
DECREASED1,1451,663-518-31%$1.7M$1.0M-$650.5K2026-10-22
Nfsg Corp
DECREASED1,1411,156-15-1%$1.2M$1.0M-$141.9K2026-10-15
Earned Wealth Advisors, LLC
INCREASED1,1391,063+76+7%$1.1M$1.0M-$49.9K2026-11-06
Athena Wealth Management, LLC
INCREASED1,1231,023+100+10%$1.0M$1.0M-$24.0K2026-10-09
B.A. Schrock Wealth Management, Inc.
NEW1,122—+1,122——$1.0M—2026-10-15
Aspetuck Financial Management LLC
UNCHANGED1,1161,11600%$1.1M$1.0M-$123.9K2026-11-04
JSF Financial, LLC
DECREASED1,1141,144-30-3%$1.2M$1.0M-$153.6K2026-10-22
PKS Advisory Services, LLC
UNCHANGED1,1131,11300%$1.1M$1.1M$02026-10-26
Ackerman Capital Advisors, LLC
UNCHANGED1,1101,11000%$1.1M$999.4K-$123.2K2026-10-30
Saxon Interests, Inc.
DECREASED1,1071,415-308-22%$1.4M$996.4K-$434.2K2026-10-26
TCV Trust & Wealth Management, Inc.
DECREASED1,1071,136-29-3%$1.1M$996.7K-$152.2K2026-10-16
Newman Dignan & Sheerar, Inc.
INCREASED1,1071,105+2+0%$1.1M$997.0K-$120.4K2026-10-21
Colonial River Investments, LLC
INCREASED1,1061,104+2+0%$1.1M$995.8K-$120.8K2026-10-19
Tritonpoint Wealth, LLC
INCREASED1,0971,048+49+5%$1.1M$987.7K-$72.2K2026-10-19
Leuthold Group, LLC
INCREASED1,0941,089+5+0%$1.1M$985.0K-$116.4K2026-11-04
Lazari Capital Management, Inc.
DECREASED1,0921,100-8-1%$1.1M$983.2K-$129.3K2026-10-20
Opinicus Capital, Inc.
DECREASED1,0921,099-7-1%$1.1M$982.9K-$128.4K2026-10-28
Sulzberger Capital Advisors, Inc.
INCREASED1,091626+465+74%$633.1K$982.3K+$349.2K2026-10-20
Wealthcare Capital Partners, LLC
INCREASED1,0851,080+5+0%$1.1M$976.8K-$115.4K2026-10-21
Canopy Partners, LLC
DECREASED1,0841,144-60-5%$1.2M$976.0K-$181.1K2026-10-28
Lederer & Associates Investment Counsel
DECREASED1,0801,135-55-5%$1.1K$972.0K+$970.9K2026-10-23
Net Worth Advisory Group
DECREASED1,0781,641-563-34%$1.7M$966.9K-$692.4K2026-10-20
Third View Private Wealth, LLC
INCREASED1,075967+108+11%$978.0K$967.9K-$10.1K2026-10-30
Grandview Asset Management LLC
DECREASED1,0701,691-621-37%$1.7M$963.2K-$718.2K2026-10-19
Golden Reserve Retirement LLC
INCREASED1,070959+111+12%$970.0K$963.3K-$6.7K2026-11-02
Csenge Advisory Group
DECREASED1,0701,083-13-1%$1.1M$963.4K-$131.5K2026-11-04
Boston Trust Walden Corp
DECREASED1,0681,184-116-10%$1.2M$961.6K-$235.9K2026-10-30
Allen Capital Group, LLC
INCREASED1,067958+109+11%$968.9K$960.7K-$8.2K2026-10-27
Kornitzer Capital Management Inc
DECREASED1,0641,291-227-18%$1.3M$958.0K-$347.7K2026-11-03
First Bank & Trust
INCREASED1,0641,036+28+3%$1.0M$958.0K-$89.8K2026-10-19
WealthBridge Capital Management, LLC
INCREASED1,0641,052+12+1%$1.1M$957.9K-$106.3K2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
INCREASED1,063800+263+33%$809.0K$957.0K+$148.0K2026-10-26
Legacy Bridge, LLC
UNCHANGED1,0631,06300%$1.1M$957.1K-$118.0K2026-10-28
Sound Income Strategies, LLC
INCREASED1,061563+498+88%$569.8K$936.1K+$366.4K2026-10-09
TCI Wealth Advisors, Inc.
DECREASED1,0511,073-22-2%$1.1M$946.3K-$138.9K2026-10-30
Breakwater Capital Group
INCREASED1,046946+100+11%$956.8K$941.8K-$15.0K2026-10-09
Guardian Partners Inc.
DECREASED1,0452,025-980-48%$2.0M$940.9K-$1.1M2026-10-21
Regatta Capital Group, LLC
INCREASED1,041980+61+6%$991.3K$937.6K-$53.7K2026-10-23
Taylor Financial Group, Inc.
UNCHANGED1,0401,04000%$1.1M$936.4K-$115.5K2026-11-02
Curated Wealth Partners LLC
INCREASED1,035283+752+266%$286.2K$931.9K+$645.7K2026-10-15
Wagner Wealth Management, LLC
UNCHANGED1,0311,03100%$1.0M$927.9K-$114.7K2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED1,0301,171-141-12%$1.2M$927.7K-$256.9K2026-10-28
T3 Companies, LLC
NEW1,029—+1,029——$926.5K—2026-10-22
Verus Wealth Management, LLC
NEW1,025—+1,025——$922.9K—2026-10-13
TSG Advice Partners, LLC
NEW1,022—+1,022——$1.0M—2026-10-29
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED1,0221,02200%$1.0M$920.2K-$113.5K2026-10-21
Simon Quick Advisors, LLC
INCREASED1,020517+503+97%$522.6K$918.1K+$395.5K2026-10-26
AMG National Trust Bank
INCREASED1,016995+21+2%$1.0M$914.8K-$91.6K2026-11-05
Cromwell Holdings LLC
UNCHANGED1,0071,00700%$1.0M$906.7K-$111.8K2026-10-28
Washington Trust Co
DECREASED1,0041,009-50%$1.0M$904.0K-$116.5K2026-10-22
Marks Group Wealth Management, Inc
INCREASED1,001939+62+7%$950.2K$901.5K-$48.6K2026-11-05
Kearns & Associates LLC
UNCHANGED1,0001,00000%$1.0M$900.4K-$111.0K2026-10-09
Garrett Wealth Advisory Group, LLC
INCREASED989988+1+0%$999.2K$890.5K-$108.8K2026-10-22
Goldenstone Wealth Management LLC
INCREASED986954+32+3%$964.9K$887.8K-$77.1K2026-11-04
Orca Investment Management, LLC
UNCHANGED98598500%$996.2K$886.9K-$109.3K2026-10-29
Lavelle Capital LP
UNCHANGED98198100%$992.2K$883.3K-$108.9K2026-11-03
Parcion Private Wealth LLC
INCREASED980434+546+126%$438.9K$882.4K+$443.4K2026-10-28
WBH Advisory Inc
UNCHANGED98098000%$991.1K$882.4K-$108.8K2026-11-05
Hegarty Advisors, LLC
UNCHANGED97997900%$990.1K$881.5K-$108.7K2026-10-20
Cordatus Wealth Management LLC
UNCHANGED97897800%$989.1K$880.6K-$108.6K2026-10-19
Maltin Wealth Management, Inc.
INCREASED973968+5+1%$978.8K$875.8K-$102.9K2026-10-13
Chemung Canal Trust Co
INCREASED973970+3+0%$981.0K$876.0K-$105.0K2026-11-04
Abner Herrman & Brock LLC
INCREASED970890+80+9%$900$874.0K+$873.1K2026-10-20
HBW Advisory Services LLC
INCREASED970950+20+2%$961.0K$873.7K-$87.3K2026-10-15
Ballast, Inc.
INCREASED970965+5+1%$976.0K$873.3K-$102.6K2026-10-20
Visionary Wealth Advisors
DECREASED9681,082-114-11%$1.1M$871.3K-$222.8K2026-11-04
Samalin Investment Counsel, LLC
DECREASED966967-10%$977.7K$869.9K-$107.8K2026-10-23
Harbour Capital Advisors, LLC
UNCHANGED96696600%$1.0M$869.7K-$149.6K2026-10-13
Carlson Financial, Inc.
DECREASED965971-6-1%$981.7K$869.1K-$112.6K2026-11-05
Financial Partners Group, Inc
DECREASED962978-16-2%$988.7K$865.9K-$122.8K2026-10-19
Chesley Taft & Associates LLC
DECREASED9601,006-46-5%$1.0M$864.3K-$153.1K2026-10-13
First Heartland Consultants, Inc.
INCREASED959858+101+12%$868.2K$863.1K-$5.2K2026-10-08
55 North Private Wealth, LLC
INCREASED956875+81+9%$885.0K$860.9K-$24.2K2026-10-20
Romano Brothers and Company
INCREASED956900+56+6%$910.2K$860.7K-$49.5K2026-10-22
Clearwave Capital, LLC
INCREASED956952+4+0%$962.7K$861.1K-$101.6K2026-10-27
Etesian Wealth Advisors, Inc.
DECREASED952976-24-2%$987.1K$857.1K-$130.0K2026-10-27
Davis Investment Partners, LLC
INCREASED946945+1+0%$955.8K$852.1K-$103.7K2026-11-05
Douglas Lane & Associates, LLC
DECREASED945975-30-3%$986.5K$851.2K-$135.3K2026-10-09
Summit Wealth Group LLC / Co
INCREASED942783+159+20%$792.3K$847.9K+$55.6K2026-10-29
Boltwood Capital Management
INCREASED941823+118+14%$832.4K$847.2K+$14.9K2026-10-02
Avidian Wealth Enterprises, LLC
DECREASED940946-6-1%$957.0K$846.2K-$110.8K2026-10-08
Signature Estate & Investment Advisors LLC
INCREASED937917+20+2%$927.6K$843.9K-$83.7K2026-10-13
Claro Advisors Inc.
INCREASED935561+374+67%$567.3K$841.7K+$274.4K2026-11-02
Anderson Hoagland & Co
DECREASED9311,413-482-34%$1.4M$829.8K-$599.3K2026-10-23
Lazard Freres Gestion S.A.S.
UNCHANGED93193100%$941.0K$838.0K-$103.0K2026-11-03
CoreCap Advisors, LLC
DECREASED9281,551-623-40%$1.6M$835.9K-$732.6K2026-10-08
Tsfg, LLC
INCREASED923820+103+13%$829.0K$831.0K+$2.0K2026-10-23
Lauterbach Financial Advisors, LLC
INCREASED921916+5+1%$926.7K$829.2K-$97.4K2026-10-21
Income Insurance Ltd
UNCHANGED92192100%$931.5K$829.2K-$102.2K2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED919981-62-6%$992.3K$827.6K-$164.7K2026-10-16
Clear Wave Wealth Management LLC
DECREASED916930-14-2%$940.6K$824.7K-$115.8K2026-11-04
Atlas Brown,Inc.
INCREASED910716+194+27%$724.5K$819.7K+$95.2K2026-10-09
Key Client Fiduciary Advisors, LLC
DECREASED908941-33-4%$951.4K$817.2K-$134.2K2026-10-19
Laurel OAK Wealth Management, LLC
DECREASED903926-23-2%$936.5K$813.0K-$123.5K2026-10-19
Sherman Asset Management, Inc.
INCREASED900219+681+311%$221.5K$810.3K+$588.8K2026-11-05
NBH Bank
DECREASED897950-53-6%$960.8K$807.6K-$153.2K2026-11-05
Badgley Phelps Wealth Managers, LLC
UNCHANGED89789700%$907.4K$807.8K-$99.6K2026-10-22
Abel Hall, LLC
INCREASED891889+2+0%$899.5K$802.6K-$96.9K2026-10-19
Argonautica Private Wealth Management, Inc
UNCHANGED89189100%$901.1K$802.2K-$98.9K2026-11-02
Myriad Asset Management US LP
UNCHANGED88988900%$899.0K$800.0K-$99.0K2026-11-03
Valley National Advisers Inc
UNCHANGED88888800%$897.8K$799.6K-$98.2K2026-10-23
Northcape Wealth Management, LLC
DECREASED8871,241-354-29%$1.3M$798.6K-$456.5K2026-11-04
Global Financial Private Client, LLC
INCREASED887883+4+0%$893.4K$798.9K-$94.5K2026-10-15
BankPlus Wealth Management LLC
INCREASED883866+17+2%$876.8K$795.6K-$81.1K2026-10-13
RED Lighthouse Investment Management, LLC
DECREASED877879-20%$889.0K$789.6K-$99.4K2026-11-02
Diversified Portfolios, Inc.
INCREASED874624+250+40%$631.1K$786.9K+$155.8K2026-11-04
Bull Street Advisors, LLC
DECREASED874878-40%$888.0K$787.0K-$101.0K2026-10-20
Regent Peak Wealth Advisors LLC
INCREASED872838+34+4%$847.5K$785.2K-$62.3K2026-10-13
Financial Management Network Inc
DECREASED870881-11-1%$939.0K$785.6K-$153.4K2026-10-09
Canandaigua National Trust Co of Florida
NEW868—+868——$781.5K—2026-10-07
Wealth Enhancement Trust Services, Inc.
DECREASED8681,098-230-21%$1.1M$781.5K-$329.0K2026-10-07
Syverson Strege & Co
UNCHANGED86586500%$874.8K$778.8K-$96.0K2026-11-02
Private Capital Advisors, Inc.
UNCHANGED86086000%$869.8K$774.3K-$95.5K2026-10-06
MMA Asset Management LLC
INCREASED858450+408+91%$455.1K$772.5K+$317.4K2026-11-02
Quadcap Wealth Management, LLC
DECREASED858877-19-2%$887.0K$772.4K-$114.5K2026-11-02
Laurel Wealth Advisors LLC
INCREASED857767+90+12%$775.6K$771.5K-$4.1K2026-10-27
Walker Asset Management, LLC
INCREASED855851+4+0%$861.1K$769.5K-$91.5K2026-10-13
Leslie Global Wealth, LLC
INCREASED851849+2+0%$858.7K$766.2K-$92.4K2026-10-26
Patriot Financial Group Insurance Agency, LLC
DECREASED850902-52-6%$911.6K$765.5K-$146.0K2026-10-14
Waterfront Wealth Inc.
UNCHANGED84684600%$892.7K$748.1K-$144.6K2026-11-03
CRA Financial Services, LLC
INCREASED842834+8+1%$843.9K$758.1K-$85.8K2026-10-16
SeaCrest Wealth Management, LLC
DECREASED837897-60-7%$906.7K$753.6K-$153.1K2026-10-21
Peachtree Investment Partners, LLC
INCREASED834770+64+8%$779.0K$750.7K-$28.3K2026-11-05
Searle & Co.
UNCHANGED83183100%$840.9K$748.6K-$92.3K2026-11-04
Fishman JAY A LTD
UNCHANGED82682600%$835.4K$743.7K-$91.7K2026-10-26
Accredited Investors Inc.
INCREASED824817+7+1%$826.3K$741.9K-$84.4K2026-11-03
McLean Asset Management Corp
DECREASED820826-6-1%$841.1K$712.5K-$128.6K2026-11-06
StoneX Group Inc.
DECREASED8181,455-637-44%$1.4M$789.5K-$657.0K2026-11-03
Viewpoint Capital Management LLC
INCREASED818445+373+84%$450.1K$736.5K+$286.4K2026-10-27
First City Capital Management, Inc.
UNCHANGED81881800%$827.3K$736.5K-$90.8K2026-10-27
Whalen Wealth Management Inc.
DECREASED817820-30%$829.2K$735.6K-$93.6K2026-10-08
Falcon Wealth Planning
INCREASED815782+33+4%$790.4K$733.4K-$57.0K2026-11-06
General Partner, Inc.
UNCHANGED81381300%$822.2K$732.0K-$90.3K2026-10-05
Fidelis iM, LLC
NEW812—+812——$731.1K—2026-10-16
WMS Group LLC
INCREASED811793+18+2%$802.0K$730.2K-$71.8K2026-11-06
Beirne Wealth Consulting Services, LLC
INCREASED808783+25+3%$792.2K$728.1K-$64.1K2026-10-19
Goelzer Investment Management, Inc.
DECREASED808819-11-1%$828.3K$727.5K-$100.8K2026-10-16
KG Capital Management
INCREASED807767+40+5%$775.5K$726.4K-$49.0K2026-10-15
Fulton Breakefield Broenniman LLC
INCREASED807793+14+2%$802.5K$727.0K-$75.5K2026-11-03
Nvwm, LLC
INCREASED806803+3+0%$812.3K$725.9K-$86.5K2026-10-14
Eos Management, L.P.
UNCHANGED80580500%$814.2K$724.8K-$89.4K2026-10-27
Hohimer Wealth Management, LLC
INCREASED803784+19+2%$792.9K$723.0K-$69.9K2026-11-04
Mountain Hill Investment Partners Corp.
UNCHANGED80080000%$809.1K$720.3K-$88.8K2026-10-23
Constitution Capital LLC
UNCHANGED80080000%$809.1K$720.3K-$88.8K2026-10-23
MV Capital Management, Inc.
DECREASED799804-5-1%$813.1K$719.4K-$93.8K2026-10-29
Grove Bank & Trust
DECREASED797829-32-4%$838.4K$717.6K-$120.8K2026-10-08
Certified Advisory Corp
DECREASED795796-10%$804.7K$716.2K-$88.5K2026-10-29
Portus Wealth Advisors, LLC
INCREASED788754+34+5%$762.3K$709.6K-$52.7K2026-10-13
Cornerstone Advisory, LLC
INCREASED786762+24+3%$770.7K$707.8K-$62.9K2026-11-06
Alliance Wealth Advisors, LLC
DECREASED786809-23-3%$818.2K$707.7K-$110.5K2026-10-14
Lynx Investment Advisory
INCREASED785755+30+4%$764.0K$706.9K-$57.1K2026-10-27
Marathon Mission, Inc.
INCREASED780779+1+0%$787.9K$702.3K-$85.6K2026-10-01
Cambiar Investors LLC
UNCHANGED77877800%$786.8K$700.5K-$86.4K2026-11-04
Register Financial Advisors LLC
INCREASED777773+4+1%$782.2K$699.7K-$82.5K2026-10-23
Wealth Effects LLC
INCREASED776769+7+1%$778.2K$699.1K-$79.1K2026-10-23
Canton Hathaway, LLC
UNCHANGED77577500%$783.8K$697.8K-$86.0K2026-10-23
111 Capital
DECREASED774953-179-19%$963.8K$696.9K-$267.0K2026-11-03
Washburn Capital Management, Inc.
INCREASED774722+52+7%$730.2K$696.9K-$33.3K2026-10-19
Allen Investment Management, LLC
UNCHANGED77477400%$782.8K$696.9K-$85.9K2026-11-03
Louisbourg Investments Inc.
INCREASED770764+6+1%$576.7K$519.5K-$57.3K2026-10-20
Swiss RE LTD
INCREASED769468+301+64%$473.3K$692.4K+$219.1K2026-11-06
Y.D. More Investments Ltd
INCREASED768221+547+248%$223.5K$691.5K+$468.0K2026-11-02
Acorn Financial Advisory Services Inc
UNCHANGED76876800%$776.3K$692.2K-$84.1K2026-11-02
MFG Investments, LLC
NEW767—+767——$690.1K—2026-10-30
Investment House LLC
DECREASED7611,316-555-42%$1.3M$684.9K-$645.8K2026-10-21
Bigelow Investment Advisors, LLC
INCREASED761671+90+13%$678.6K$685.2K+$6.5K2026-10-13
Missouri Trust & Investment Co
UNCHANGED75875800%$771.9K$682.5K-$89.5K2026-11-04
Orrstown Financial Services Inc
DECREASED757758-10%$766.6K$681.6K-$85.0K2026-10-14
Diversified Management Inc
INCREASED756722+34+5%$730.2K$680.7K-$49.5K2026-10-08
Tactive Advisors, LLC
DECREASED753774-21-3%$782.9K$678.1K-$104.8K2026-10-08
McAdam, LLC
INCREASED752606+146+24%$612.4K$676.8K+$64.4K2026-10-21
Obsidian CIO, LLC
INCREASED745666+79+12%$673.6K$670.6K-$3.0K2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED744642+102+16%$650.1K$670.6K+$20.4K2026-10-29
Creative Financial Designs Inc
INCREASED738736+2+0%$743.9K$664.9K-$79.0K2026-11-04
Naples Global Advisors, LLC
INCREASED736735+1+0%$743.4K$662.7K-$80.7K2026-11-05
TKG Advisors, LLC
INCREASED734691+43+6%$699.3K$660.6K-$38.6K2026-11-02
Kepler Cheuvreux (Suisse) SA
DECREASED7281,006-278-28%$1.0M$655.5K-$362.0K2026-10-20
Thrive Wealth Management, LLC
INCREASED728675+53+8%$682.8K$655.8K-$27.1K2026-10-13
Washington Trust Advisors, Inc.
UNCHANGED72772700%$735.3K$654.6K-$80.7K2026-10-22
Tortoise Investment Management, LLC
INCREASED726708+18+3%$716.4K$654.0K-$62.4K2026-11-06
Riversedge Advisors, LLC
INCREASED724494+230+47%$499.3K$651.5K+$152.3K2026-10-09
Ejmk Ventures LLC
INCREASED721696+25+4%$704.1K$649.3K-$54.7K2026-10-21
Next Level Private LLC
INCREASED720718+2+0%$725.7K$648.0K-$77.7K2026-10-20
Rise Advisors, LLC
INCREASED716686+30+4%$693.7K$644.4K-$49.3K2026-10-16
Poehling Capital Management, Inc.
DECREASED716722-6-1%$730.2K$644.7K-$85.5K2026-10-20
Marin Bay Wealth Advisors, LLC
DECREASED716720-4-1%$728.7K$644.9K-$83.8K2026-10-28
G&S Capital LLC
INCREASED710655+55+8%$662.4K$639.3K-$23.2K2026-10-23
Global Assets Advisory, LLC
UNCHANGED70870800%$725.4K$635.6K-$89.8K2026-10-28
Bay Capital Advisors, LLC
DECREASED707722-15-2%$730.6K$636.9K-$93.7K2026-10-16
Strategic Blueprint, LLC
DECREASED705710-5-1%$717.7K$634.3K-$83.4K2026-10-22
Beacon Financial Group
INCREASED702623+79+13%$630.1K$632.1K+$2.0K2026-10-19
High Point Wealth Management, LLC
INCREASED701695+6+1%$703.0K$631.3K-$71.7K2026-11-05
Rahlfs Capital, LLC
UNCHANGED70070000%$708.0K$630.3K-$77.7K2026-10-23
Vann Equity Management LLC
INCREASED695651+44+7%$658.7K$625.6K-$33.1K2026-10-08
Lyell Wealth Management, LP
INCREASED695666+29+4%$673.6K$625.8K-$47.8K2026-10-30
Woodmont Investment Counsel LLC
INCREASED691666+25+4%$674.0K$622.0K-$52.0K2026-10-29
Elevated Financial Group LLC
DECREASED690954-264-28%$964.8K$621.2K-$343.6K2026-10-16
Walkner Condon Financial Advisors LLC
INCREASED690561+129+23%$567.4K$621.2K+$53.9K2026-11-02
Collaborative Fund Advisors, LLC
INCREASED689509+180+35%$514.8K$620.3K+$105.6K2026-11-02
Studio Investment Management LLC
DECREASED689771-82-11%$779.8K$620.3K-$159.4K2026-10-22
Insight Advisors, LLC/ PA
DECREASED688720-32-4%$729.3K$618.9K-$110.4K2026-10-22
FSM Wealth Advisors, LLC
DECREASED686704-18-3%$712.5K$605.3K-$107.2K2026-10-27
TrueWealth Advisors, LLC
INCREASED685317+368+116%$320.7K$617.0K+$296.3K2026-10-09
N10 Wealth, LLC
NEW683—+683——$614.9K—2026-10-14
Auxano Advisors, LLC
INCREASED680679+1+0%$686.7K$612.2K-$74.5K2026-11-06
Aspiriant, LLC
DECREASED6761,214-538-44%$1.2M$608.6K-$619.2K2026-10-16
Portside Wealth Group, LLC
INCREASED675526+149+28%$532.0K$607.8K+$75.8K2026-10-20
Princeton Capital Management LLC
UNCHANGED67467400%$681.7K$606.8K-$74.8K2026-10-27
Marble Harbor Investment Counsel, LLC
INCREASED672671+1+0%$678.6K$605.0K-$73.6K2026-11-06
Finer Wealth Management, Inc.
DECREASED669671-20%$678.7K$602.7K-$76.0K2026-10-16
Advisor OS, LLC
DECREASED668670-20%$677.5K$601.5K-$75.9K2026-11-03
Woodard & Co Asset Management Group Inc
DECREASED6664,715-4,049-86%$4.8M$599.5K-$4.2M2026-11-03
Five Oceans Advisors
DECREASED666704-38-5%$712.0K$599.6K-$112.4K2026-10-22
Focused Alpha, LLC
DECREASED6652,146-1,481-69%$2.2M$599.0K-$1.6M2026-10-20
Peak Financial Advisors LLC
DECREASED665688-23-3%$696.3K$598.5K-$97.8K2026-10-28
Waldron Private Wealth LLC
DECREASED663724-61-8%$732.2K$596.9K-$135.3K2026-11-02
Sanchez Gaunt Capital Management, LLC
DECREASED663664-10%$671.5K$596.9K-$74.6K2026-11-03
Accel Wealth Management
DECREASED662665-30%$672.5K$596.3K-$76.2K2026-10-13
Valmark Advisers, Inc.
INCREASED661616+45+7%$623.0K$595.3K-$27.8K2026-11-06
Columbia Bank
INCREASED657462+195+42%$467.3K$591.5K+$124.3K2026-10-29
Crescent Grove Advisors, LLC
DECREASED656660-4-1%$667.2K$590.4K-$76.7K2026-10-21
Palacios Wealth Management, LLC
UNCHANGED65165100%$658.5K$586.3K-$72.3K2026-11-04
Hennessy Advisors Inc
DECREASED6501,300-650-50%$1.3M$585.2K-$729.5K2026-10-28
Acropolis Investment Management, LLC
INCREASED650631+19+3%$638.2K$585.3K-$52.9K2026-10-08
MFA Wealth Services
DECREASED645686-41-6%$694.1K$581.0K-$113.2K2026-10-14
Summit Securities Group LLC
NEW644—+644——$579.8K—2026-11-05
Linden Thomas Advisory Services, LLC
INCREASED644590+54+9%$596.7K$579.8K-$16.9K2026-10-19
Aries Wealth Management
UNCHANGED64464400%$651.3K$579.8K-$71.5K2026-10-23
Opal Wealth Advisors, LLC
DECREASED6401,410-770-55%$1.4M$576.2K-$849.8K2026-10-16
Balefire, LLC
INCREASED640636+4+1%$643.3K$576.3K-$67.0K2026-10-09
Monument Capital Management
INCREASED639637+2+0%$644.6K$575.7K-$68.8K2026-10-09
Deseret Mutual Benefit Administrators
DECREASED637689-52-8%$696.8K$573.5K-$123.3K2026-11-04
Rhodes Investment Advisors Inc
INCREASED636443+193+44%$448.0K$572.6K+$124.6K2026-10-07
Bullock Wealth Management Group
DECREASED633654-21-3%$667.2K$567.4K-$99.8K2026-10-09
City Holding Co
INCREASED633622+11+2%$629.1K$569.9K-$59.1K2026-10-19
Miramontes Capital, LLC
UNCHANGED63263200%$639.2K$569.0K-$70.2K2026-10-19
Signature Equity Partners, LLC
DECREASED631943-312-33%$953.6K$568.0K-$385.7K2026-10-29
Beaumont Financial Advisors, LLC
INCREASED631629+2+0%$636.3K$568.3K-$68.0K2026-10-22
W Advisors, LLC
DECREASED630631-10%$637.7K$567.7K-$70.0K2026-11-02
SYM Financial Corp
INCREASED628477+151+32%$482.7K$565.9K+$83.1K2026-10-26
Confluence Wealth Services, Inc.
DECREASED628778-150-19%$786.8K$565.4K-$221.4K2026-11-05
Key FInancial Inc
UNCHANGED62662600%$633.1K$563.6K-$69.5K2026-11-02
Birch Hill Investment Advisors LLC
UNCHANGED62562500%$632.1K$562.7K-$69.4K2026-10-16
Olympiad Research LP
INCREASED624201+423+210%$203.3K$561.8K+$358.5K2026-11-04
LeConte Wealth Management, LLC
INCREASED623534+89+17%$539.6K$560.5K+$21.0K2026-10-20
Seven Mile Advisory
DECREASED623631-8-1%$638.2K$560.9K-$77.3K2026-10-22
Oxler Private Wealth LLC
INCREASED623621+2+0%$627.7K$560.7K-$67.0K2026-10-21
Weaver Consulting Group
INCREASED622619+3+0%$626.0K$560.0K-$66.0K2026-10-07
Werba Rubin Papier Wealth Management
DECREASED617654-37-6%$661.0K$555.1K-$105.8K2026-11-06
Sun Group Wealth Partners
DECREASED614628-14-2%$635.1K$552.8K-$82.3K2026-10-26
Insight 2811, Inc.
INCREASED613609+4+1%$616.1K$552.1K-$64.0K2026-11-06
IMG Wealth Management, Inc.
INCREASED612607+5+1%$613.9K$551.0K-$62.9K2026-10-27
Occidental Asset Management, LLC
INCREASED611562+49+9%$568.9K$549.8K-$19.0K2026-11-05
TFC Financial Management, Inc.
INCREASED611609+2+0%$615.6K$550.3K-$65.3K2026-10-26
Planned Solutions, Inc.
UNCHANGED61161100%$617.9K$550.1K-$67.8K2026-10-19
Worth Asset Management, LLC
INCREASED608559+49+9%$565.4K$547.6K-$17.7K2026-10-07
Tanager Wealth Management LLP
DECREASED607865-258-30%$874.8K$546.5K-$328.3K2026-10-19
Sovran Advisors, LLC
DECREASED6052,923-2,318-79%$3.0M$561.3K-$2.5M2026-11-02
Sheets Smith Wealth Management
DECREASED605607-20%$613.9K$544.7K-$69.2K2026-10-16
Commonwealth Financial Services, LLC
DECREASED604651-47-7%$658.4K$543.8K-$114.6K2026-10-20
Pennsylvania Capital Management Inc
INCREASED600420+180+43%$424.8K$540.2K+$115.4K2026-11-05
Able Financial Group, LLC
INCREASED599566+33+6%$572.4K$539.3K-$33.1K2026-10-14
Morton Capital Management LLC
DECREASED599617-18-3%$624.1K$539.0K-$85.1K2026-10-23
Spectrum Planning & Advisory Services Inc.
INCREASED598522+76+15%$527.5K$538.7K+$11.2K2026-11-05
Bluedoor Private Wealth, LLC
INCREASED598571+27+5%$577.5K$538.4K-$39.1K2026-11-05
Jm2 Capital Inc.
INCREASED597588+9+2%$594.7K$537.9K-$56.8K2026-10-14
Quantum Financial Advisors, LLC
INCREASED592527+65+12%$532.8K$532.8K+$412026-11-03
Castleview Partners, LLC
INCREASED591576+15+3%$582.5K$532.1K-$50.4K2026-10-09
Sterling Investment Counsel, LLC
DECREASED591592-10%$598.6K$532.0K-$66.6K2026-10-19
Peck Wealth Management, LLC
UNCHANGED59059000%$596.7K$531.2K-$65.5K2026-10-29
Winthrop Advisory Group LLC
INCREASED589570+19+3%$576.4K$530.3K-$46.1K2026-10-22
James J. Burns & Company, LLC
INCREASED588565+23+4%$571.6K$529.9K-$41.7K2026-10-22
Towne Trust Company, N.a
UNCHANGED58858800%$594.7K$529.4K-$65.3K2026-10-28
Broadway Wealth Solutions, Inc.
DECREASED587602-15-2%$608.4K$529.2K-$79.2K2026-10-21
Stone Wealth Partners
INCREASED582291+291+100%$294.3K$528.6K+$234.3K2026-11-05
Fidelity D & D Bancorp Inc
DECREASED581590-9-2%$596.7K$523.1K-$73.6K2026-11-05
Eagle Wealth Advisors LLC
INCREASED580557+23+4%$563.3K$522.2K-$41.1K2026-10-20
Saxony Capital Management, LLC
DECREASED580600-20-3%$606.8K$522.2K-$84.6K2026-10-15
Stablepoint Partners, LLC
DECREASED580583-3-1%$589.9K$522.6K-$67.3K2026-11-03
Willow Creek Wealth Management Inc.
UNCHANGED57957900%$585.6K$521.3K-$64.3K2026-10-26
Redhawk Wealth Advisors, Inc.
DECREASED577613-36-6%$620.2K$519.4K-$100.9K2026-10-14
GHP Investment Advisors, Inc.
DECREASED575595-20-3%$601.6K$518.1K-$83.5K2026-10-15
Santori & Peters, Inc.
UNCHANGED57257200%$578.5K$515.0K-$63.5K2026-10-26
Reflection Asset Management
UNCHANGED57257200%$578.5K$515.0K-$63.5K2026-10-28
Armstrong Advisory Group, Inc
INCREASED571563+8+1%$569.3K$513.8K-$55.4K2026-10-09
Foster Group, Inc.
DECREASED567591-24-4%$597.4K$510.5K-$87.0K2026-10-13
Rockland Trust Co
INCREASED567550+17+3%$556.3K$510.5K-$45.8K2026-10-05
First Merchants Corp
INCREASED567564+3+1%$570.4K$510.5K-$59.9K2026-10-15
Prescott Group Capital Management, L.L.C.
UNCHANGED56756700%$573.4K$510.5K-$62.9K2026-10-30
Nixon Peabody Trust Co
INCREASED566274+292+107%$277.1K$509.6K+$232.5K2026-10-23
AMG Asset Management Group, Inc.
INCREASED560290+270+93%$293.5K$504.4K+$210.9K2026-10-21
Baron Wealth Management LLC
DECREASED560564-4-1%$570.8K$504.6K-$66.2K2026-10-27
Baker Tilly Wealth Management, LLC
INCREASED559408+151+37%$412.8K$503.1K+$90.2K2026-10-05
Scissortail Wealth Management, LLC
INCREASED559500+59+12%$505.7K$503.3K-$2.4K2026-11-03
Stevens Capital Partners
INCREASED558473+85+18%$478.7K$502.6K+$23.9K2026-10-29
Mezzasalma Advisors, LLC
INCREASED558555+3+1%$561.3K$502.4K-$58.9K2026-10-14
Hara Capital LLC
UNCHANGED55555500%$561.3K$499.7K-$61.6K2026-10-30
Aire Advisors, LLC
DECREASED551571-20-3%$577.9K$495.7K-$82.2K2026-10-22
Garde Capital, Inc.
INCREASED545542+3+1%$548.1K$490.8K-$57.3K2026-10-29
Amplius Wealth Advisors, LLC
INCREASED544430+114+27%$434.9K$489.8K+$54.9K2026-10-20
Atticus Wealth Management, LLC
INCREASED544530+14+3%$536.0K$489.5K-$46.5K2026-10-20
Bernardo Wealth Planning LLC
INCREASED542265+277+105%$268.0K$488.0K+$220.0K2026-10-23
Reyes Financial Architecture, Inc.
DECREASED541722-181-25%$729.8K$486.9K-$242.9K2026-10-22
Rooted Wealth Advisors, Inc.
UNCHANGED54054000%$546.1K$546.1K$02026-11-03
Bensler, LLC
UNCHANGED53653600%$542.1K$482.6K-$59.5K2026-11-05
Family Investment Center, Inc.
NEW535—+535——$481.5K—2026-10-19
Enclave Advisors LLC
DECREASED534562-28-5%$568.4K$480.7K-$87.7K2026-10-14
Novem Group
INCREASED533532+1+0%$538.2K$480.1K-$58.1K2026-10-19
Sentinel Trust Co LBA
UNCHANGED53353300%$539$480.0K+$479.5K2026-11-03
Edge Wealth Management LLC
INCREASED532381+151+40%$385.3K$480.3K+$95.0K2026-10-13
RKL Wealth Management LLC
INCREASED532482+50+10%$487.6K$479.2K-$8.4K2026-10-16
Silver Grove Financial Group, Inc.
INCREASED532497+35+7%$502.7K$479.0K-$23.6K2026-11-05
Sunpointe, LLC
DECREASED530565-35-6%$571.9K$477.2K-$94.7K2026-10-22
Ascentis Wealth Management, LLC
UNCHANGED53053000%$537.6K$478.8K-$58.9K2026-11-03
Flagship Private Wealth, LLC
UNCHANGED53053000%$535.5K$476.8K-$58.8K2026-11-05
Clarus Wealth Advisors
INCREASED529475+54+11%$489.1K$473.9K-$15.2K2026-10-13
Bingham Private Wealth, LLC
INCREASED529526+3+1%$532.0K$476.3K-$55.7K2026-11-05
Ellerson Group Inc
UNCHANGED52952900%$535.0K$474.0K-$61.0K2026-11-04
StoryOne LLC
INCREASED528262+266+102%$265.0K$475.4K+$210.4K2026-10-13
Edgemoor Investment Advisors, Inc.
INCREASED528516+12+2%$521.9K$475.8K-$46.1K2026-11-03
Clark Asset Management, LLC
DECREASED527596-69-12%$602.6K$474.6K-$128.0K2026-10-19
New Covenant Trust Company, N.A.
INCREASED527470+57+12%$475.3K$474.5K-$8542026-10-08
Legacy Edge Advisors, LLC
INCREASED527526+1+0%$532.0K$474.5K-$57.5K2026-11-06
Verus Capital Partners, LLC
INCREASED526272+254+93%$274.9K$473.9K+$199.0K2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED52552500%$531.0K$472.7K-$58.3K2026-10-20
Tower Trust & Investment Co
INCREASED524478+46+10%$483.4K$471.8K-$11.6K2026-10-28
St. Louis Trust Co
UNCHANGED52452400%$458.9K$471.8K+$12.9K2026-11-03
Massachusetts Wealth Management
INCREASED520460+60+13%$465.2K$468.2K+$3.0K2026-10-21
Smart Wealth LLC
INCREASED519218+301+138%$220.3K$467.2K+$246.9K2026-11-04
Channel Wealth LLC
INCREASED519518+1+0%$523.9K$467.3K-$56.6K2026-11-06
Investors Asset Management of Georgia Inc
UNCHANGED51851800%$523.9K$466.4K-$57.5K2026-10-20
Carter Financial Group, Inc.
INCREASED517436+81+19%$441.0K$465.6K+$24.5K2026-10-21
Newton One Investments LLC
INCREASED517514+3+1%$520.2K$465.7K-$54.6K2026-10-14
Sagace Wealth Management LLC
NEW514—+514——$462.8K—2026-10-28
Byrne Asset Management LLC
INCREASED513260+253+97%$263.0K$460.0K+$197.0K2026-10-06
MeadowBrook Investment Advisors LLC
INCREASED513420+93+22%$424.8K$457.2K+$32.5K2026-10-29
Tred Avon Family Wealth, LLC
DECREASED511526-15-3%$532.0K$460.1K-$71.9K2026-10-20
Riverbend Wealth Management, LLC
DECREASED511512-10%$518.1K$459.7K-$58.5K2026-10-15
M Holdings Securities, Inc.
NEW508—+508——$457.0K—2026-11-03
Kercheville Advisors, LLC
DECREASED508543-35-6%$549.2K$457.4K-$91.8K2026-10-19
M.E. Allison & Co., Inc.
DECREASED507522-15-3%$527.9K$456.5K-$71.5K2026-10-09
Prosperity Financial Group, Inc.
DECREASED505533-28-5%$539.1K$454.7K-$84.4K2026-10-29
Jefferies Financial Group Inc.
DECREASED5038,443-7,940-94%$8.5M$452.9K-$8.1M2026-11-05
Black Diamond Financial, LLC
INCREASED502302+200+66%$305.1K$452.1K+$147.0K2026-10-26
Everett Harris & Co
DECREASED502542-40-7%$548.2K$452.0K-$96.2K2026-10-28
Mccarter Private Wealth Services LLC
DECREASED500715-215-30%$723.1K$450.2K-$273.0K2026-10-22
Ramiah Investment Group
DECREASED500515-15-3%$520.9K$450.2K-$70.7K2026-10-20
GS Investments, Inc.
UNCHANGED50050000%$505.7K$450.2K-$55.5K2026-11-05
Essential Planning, Llc.
UNCHANGED50050000%$505.7K$450.2K-$55.5K2026-10-21
Tompkins Financial Corp
UNCHANGED50050000%$505.7K$450.2K-$55.5K2026-10-05
Consolidated Capital Management, LLC
UNCHANGED50050000%$505.7K$450.2K-$55.5K2026-10-13
KPP Advisory Services LLC
DECREASED499838-339-40%$847.5K$449.3K-$398.2K2026-10-26
Gilman Hill Asset Management, LLC
DECREASED499556-57-10%$562.8K$449.5K-$113.3K2026-10-13
IVC Wealth Advisors LLC
INCREASED499492+7+1%$497.6K$449.3K-$48.3K2026-10-23
Ables, Iannone, Moore & Associates, Inc.
UNCHANGED49849800%$503.7K$448.4K-$55.3K2026-10-06
Clear Creek Financial Management, LLC
DECREASED497511-14-3%$517.3K$447.5K-$69.8K2026-10-28
Horst & Graben Wealth Management LLC
DECREASED4961,243-747-60%$1.3M$446.6K-$820.3K2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED496108+388+359%$110.0K$447.0K+$337.0K2026-10-16
Texas Bank & Trust Co
INCREASED496493+3+1%$498.6K$446.6K-$52.0K2026-11-04
StoneRidge PMG Advisors, LLC
NEW494—+494——$445.0K—2026-11-04
Vision Financial Markets LLC
UNCHANGED49449400%$502.4K$442.7K-$59.7K2026-10-22
Bath Savings Trust Co
DECREASED493540-47-9%$546.1K$443.9K-$102.3K2026-10-07
Legacy Advisors, LLC
DECREASED492558-66-12%$564.6K$443.4K-$121.3K2026-10-19
Univest Financial Corp
INCREASED491406+85+21%$410.6K$442.1K+$31.5K2026-11-05
Great Diamond Partners, LLC
DECREASED491510-19-4%$515.8K$442.1K-$73.7K2026-10-13
Epiq Partners, LLC
UNCHANGED49049000%$495.6K$441.2K-$54.4K2026-10-07
GF Fund Management Co. Ltd.
UNCHANGED48948900%$494.6K$440.3K-$54.3K2026-10-26
PFG Advisors
DECREASED487618-131-21%$625.5K$438.5K-$187.0K2026-10-16
Burkett Asset Management Ltd
DECREASED485565-80-14%$571.4K$436.7K-$134.7K2026-10-13
Argentarii, LLC
INCREASED485469+16+3%$485.2K$436.7K-$48.5K2026-10-28
Enterprise Financial Services Corp
DECREASED485487-20%$492.5K$436.7K-$55.9K2026-11-03
Private Management Group Inc
INCREASED482464+18+4%$469.6K$433.6K-$35.9K2026-11-04
Impact Capital Partners LLC
DECREASED481839-358-43%$848.5K$433.1K-$415.5K2026-10-22
Archvest Wealth Advisors, Inc.
INCREASED479421+58+14%$425.6K$431.2K+$5.6K2026-10-29
Warren Street Wealth Advisors, LLC
INCREASED477269+208+77%$272.1K$429.5K+$157.4K2026-11-04
TMB Capital Partners, LLC
INCREASED477469+8+2%$474.3K$429.5K-$44.9K2026-10-20
Millennium Capital Advisors, LLC
INCREASED477476+1+0%$481.8K$429.1K-$52.7K2026-10-16
Quad-Cities Investment Group, LLC
UNCHANGED47647600%$481.4K$428.6K-$52.8K2026-10-16
Westwood Wealth Management
DECREASED475495-20-4%$500.6K$427.7K-$73.0K2026-10-29
EdgeRock Capital LLC
DECREASED475480-5-1%$485.5K$427.7K-$57.8K2026-11-03
Park National Corp
INCREASED474327+147+45%$330.7K$426.8K+$96.1K2026-10-05
WealthPlan Investment Management, LLC
INCREASED473356+117+33%$360.1K$425.6K+$65.5K2026-10-15
Apollon Financial, LLC
DECREASED473474-10%$479.7K$426.1K-$53.6K2026-10-23
Southland Equity Partners LLC
DECREASED470547-77-14%$553.5K$423.6K-$129.9K2026-10-14
Petros Family Wealth, LLC
INCREASED470460+10+2%$465.2K$423.2K-$42.1K2026-10-28
Tufton Capital Management
DECREASED470475-5-1%$480.0K$423.0K-$57.0K2026-10-20
W.H. Cornerstone Investments Inc.
DECREASED468518-50-10%$523.6K$421.7K-$101.9K2026-11-03
Eagle Bluffs Wealth Management LLC
UNCHANGED46846800%$473.3K$421.4K-$52.0K2026-10-20
True North Advisors, LLC
DECREASED467507-40-8%$513.0K$420.4K-$92.7K2026-10-22
Mine & Arao Wealth Creation & Management, Llc.
INCREASED466465+1+0%$470.3K$419.8K-$50.5K2026-10-29
Integrity Wealth Partners, LLC
NEW465—+465——$418.4K—2026-10-14
Gibbs Wealth Management
INCREASED465279+186+67%$282.2K$418.7K+$136.5K2026-10-22
SC&H Financial Advisors, Inc.
UNCHANGED46446400%$468.9K$417.6K-$51.3K2026-10-14
Kozak & Associates, Inc.
INCREASED463460+3+1%$469.1K$427.9K-$41.2K2026-10-29
Ipsen Advisor Group LLC
DECREASED462933-471-50%$943.6K$416.0K-$527.6K2026-10-29
RAM Investment Partners, LLC
INCREASED460449+11+2%$454.1K$414.2K-$39.9K2026-10-21
D'Orazio & Associates, Inc.
INCREASED460458+2+0%$463.2K$414.2K-$49.0K2026-11-04
Norris Perne & French LLP
INCREASED457392+65+17%$396.5K$411.3K+$14.9K2026-10-23
FAI Advisors, Inc.
INCREASED457427+30+7%$431.9K$411.5K-$20.4K2026-10-27
Retirement Planning Group, LLC
DECREASED456616-160-26%$623.0K$410.6K-$212.4K2026-10-19
Lifestyle Asset Management, Inc.
INCREASED456402+54+13%$406.6K$410.4K+$3.8K2026-10-20
Legacy Solutions, LLC
DECREASED456495-39-8%$500.3K$410.8K-$89.5K2026-10-07
Carrera Capital Advisors
DECREASED456480-24-5%$485.1K$410.5K-$74.6K2026-11-03
Abacus Planning Group, Inc.
INCREASED455428+27+6%$432.9K$409.7K-$23.2K2026-11-02
Cherrydale Wealth Management, LLC
INCREASED455454+1+0%$459.5K$409.7K-$49.8K2026-10-20
Langley Wealth Management, LLC
DECREASED454473-19-4%$478.3K$408.5K-$69.8K2026-11-04
Loudon Investment Management, LLC
UNCHANGED45445400%$459.2K$408.8K-$50.4K2026-11-06
First County Bank
INCREASED453447+6+1%$452.1K$407.9K-$44.2K2026-10-13
Hudson Capital Management LLC
UNCHANGED45345300%$458.2K$407.9K-$50.3K2026-10-20
ACT Wealth Management, LLC
DECREASED451454-3-1%$458.9K$405.9K-$53.0K2026-10-09
Pioneer Family Office, LLC
UNCHANGED45045000%$455.1K$405.2K-$50.0K2026-10-30
GSG Advisors LLC
INCREASED449431+18+4%$436.1K$403.8K-$32.3K2026-11-03
SJS Investment Consulting Inc.
INCREASED446300+146+49%$303.5K$401.6K+$98.2K2026-10-26
OceanIQ Capital, LLC
NEW444—+444——$396.0K—2026-10-19
Howard Financial Services, Ltd.
INCREASED444394+50+13%$398.8K$399.3K+$5082026-10-15
Moran Wealth Management, LLC
INCREASED443320+123+38%$323.6K$398.9K+$75.2K2026-10-22
Smith Shellnut Wilson LLC
UNCHANGED44344300%$448.0K$398.9K-$49.2K2026-10-21
Spartan Planning & Wealth Management
DECREASED442587-145-25%$593.7K$397.7K-$196.0K2026-10-13
Capital Advisors, Ltd. LLC
INCREASED442427+15+4%$432$398.0K+$397.6K2026-10-27
Tortuga Wealth Management, Inc
INCREASED434427+7+2%$432.4K$391.2K-$41.2K2026-10-27
CDM Financial Counseling Services, Inc.
UNCHANGED43443400%$438.9K$390.8K-$48.2K2026-10-15
Fulcrum Equity Management
DECREASED432691-259-37%$699.2K$389.2K-$310.0K2026-10-21
Trinity Financial Advisors LLC
DECREASED432603-171-28%$609.5K$389.0K-$220.5K2026-10-09
Marino, Stram & Associates LLC
DECREASED432442-10-2%$446.9K$389.0K-$57.9K2026-10-22
Invera Wealth Advisors, LLC
INCREASED430406+24+6%$410.6K$387.2K-$23.5K2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED430433-3-1%$437.8K$387.2K-$50.6K2026-10-28
Symmetry Partners, LLC
DECREASED429630-201-32%$636.7K$386.4K-$250.4K2026-10-27
Gilliland Jeter Wealth Management LLC
INCREASED429414+15+4%$418.7K$386.3K-$32.5K2026-10-28
Founders Financial Securities LLC
INCREASED429425+4+1%$429.7K$386.5K-$43.2K2026-10-28
Community Bank & Trust, Waco, Texas
INCREASED428295+133+45%$298.0K$385.0K+$87.0K2026-10-19
Endeavor Private Wealth, Inc.
INCREASED428410+18+4%$415.1K$385.9K-$29.3K2026-11-05
Convergence Investment Partners, LLC
UNCHANGED42842800%$432.8K$385.3K-$47.5K2026-10-28
Bedel Financial Consulting, Inc.
UNCHANGED42742700%$431.9K$384.5K-$47.4K2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED426233+193+83%$235.4K$383.9K+$148.5K2026-10-14
Tandem Capital Management Corp
INCREASED426416+10+2%$420.7K$383.6K-$37.2K2026-10-22
Intelligence Driven Advisers, LLC
INCREASED425306+119+39%$309.8K$383.0K+$73.1K2026-10-09
D.B. Root & Company, LLC
DECREASED425433-8-2%$437.9K$382.7K-$55.3K2026-11-04
Tenet Wealth Partners, LLC
INCREASED424423+1+0%$443.4K$381.8K-$61.6K2026-10-19
GFS Advisors, LLC
INCREASED423295+128+43%$520.9K$381.0K-$139.9K2026-11-03
QTR Family Wealth, LLC
INCREASED421239+182+76%$241.9K$379.3K+$137.4K2026-11-02
Ballast Rock Private Wealth LLC
INCREASED420417+3+1%$422.1K$378.4K-$43.7K2026-10-26
Benin Management Corp
UNCHANGED41941900%$423.5K$377.0K-$46.5K2026-10-22
Atala Financial Inc
UNCHANGED41941900%$423.8K$377.3K-$46.5K2026-10-22
Tempus Wealth Planning, LLC
INCREASED416354+62+18%$358.1K$374.8K+$16.6K2026-10-14
Eagle Bay Advisors LLC
INCREASED415408+7+2%$412.5K$373.6K-$39.0K2026-10-16
Advisory Advocates, LLC
DECREASED413433-20-5%$437.5K$371.8K-$65.7K2026-11-05
First Affirmative Financial Network
NEW411—+411——$370.3K—2026-10-21
Advisortrust Partners, LLC
DECREASED411498-87-17%$503.7K$370.1K-$133.6K2026-11-02
Macroview Investment Management LLC
INCREASED411377+34+9%$381.4K$370.2K-$11.3K2026-10-26
Triumph Capital Management
INCREASED411398+13+3%$402.8K$370.4K-$32.4K2026-10-14
Keudell ison Wealth Management
UNCHANGED41141100%$415.7K$370.0K-$45.6K2026-10-16
Oakworth Capital, Inc.
INCREASED410333+77+23%$336.8K$369.2K+$32.3K2026-10-26
Integrity Advisory Solutions, LLC
INCREASED410361+49+14%$365.8K$369.7K+$3.9K2026-10-29
Tennessee Valley Asset Management Partners
DECREASED410422-12-3%$426.6K$369.0K-$57.7K2026-11-03
TrustBank
DECREASED407432-25-6%$436.9K$366.4K-$70.5K2026-10-20
Brucke Financial, Inc.
DECREASED404433-29-7%$437.9K$363.7K-$74.2K2026-10-23
Collaborative Capital Advisors LLC
DECREASED403440-37-8%$445.3K$363.2K-$82.1K2026-11-06
Bell Bank
INCREASED402307+95+31%$310.5K$361.9K+$51.5K2026-10-21
Praxis Capital Management LLC
INCREASED402400+2+1%$404.5K$361.9K-$42.6K2026-10-16
Alessandra Capital Management, LLC
NEW400—+400——$360.1K—2026-10-30
TritonPoint Partners, LLC
DECREASED4001,100-700-64%$1.1M$360.6K-$752.4K2026-11-05
Oak Grove Capital LLC
DECREASED400700-300-43%$708.0K$360.1K-$347.8K2026-10-09
BLB&B Advisors, LLC
DECREASED400404-4-1%$408.6K$360.1K-$48.5K2026-10-27
SS&H Financial Advisors, Inc.
UNCHANGED40040000%$405.0K$360.0K-$45.0K2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED40040000%$404.5K$360.1K-$44.4K2026-10-21
McHugh Group, LLC
UNCHANGED40040000%$404.5K$360.1K-$44.4K2026-10-19
Vista Capital Partners, Inc.
INCREASED398229+169+74%$231.6K$358.3K+$126.7K2026-11-06
Arsenal Capital Advisors LLC
INCREASED398388+10+3%$392.4K$358.3K-$34.1K2026-11-02
One Way Holdings LLC
DECREASED397485-88-18%$490.5K$357.4K-$133.1K2026-10-29
CPA Asset Management Group, LLC
UNCHANGED39739700%$401.5K$357.4K-$44.1K2026-10-26
Curat Global, LLC
DECREASED3961,454-1,058-73%$300.6K$356.3K+$55.7K2026-10-26
Echo45 Advisors LLC
INCREASED396277+119+43%$280.1K$356.7K+$76.5K2026-10-07
Rasp Wealth Solutions, LLC
DECREASED396461-65-14%$466.6K$356.3K-$110.3K2026-11-06
City Center Advisors, LLC
DECREASED395398-3-1%$402.8K$355.9K-$46.9K2026-10-08
Howland Capital Management LLC
NEW393—+393——$353.8K—2026-10-22
Grey Ledge Advisors, LLC
UNCHANGED39339300%$397.7K$354.0K-$43.6K2026-11-02
Eurizon SLJ Capital Ltd
DECREASED392418-26-6%$422.8K$352.9K-$69.8K2026-11-06
Caliber Wealth Management, LLC / KS
DECREASED392409-17-4%$413.7K$352.9K-$60.7K2026-11-04
Lakeshore Financial Planning, Inc.
UNCHANGED39239200%$396.5K$352.9K-$43.5K2026-10-13
Targeted Financial Services LLC
UNCHANGED39139100%$395.4K$352.0K-$43.4K2026-10-19
Juncture Wealth Strategies, LLC
DECREASED388425-37-9%$429.8K$349.4K-$80.4K2026-10-06
WP Advisors, LLC
INCREASED388387+1+0%$391.2K$350.1K-$41.1K2026-10-22
Todd Wealth Management, LLC
UNCHANGED38838800%$392.3K$349.2K-$43.1K2026-10-19
Deprince Race & Zollo Inc
UNCHANGED38638600%$390.4K$347.5K-$42.9K2026-10-13
Retireful, LLC
INCREASED385337+48+14%$340.8K$346.6K+$5.8K2026-10-09
Kingdom Financial Group Llc.
DECREASED384399-15-4%$403.5K$345.4K-$58.1K2026-11-04
Strategic Planning Group, LLC
DECREASED383507-124-24%$513.6K$345.6K-$168.0K2026-10-22
Jacobsen Capital Management
DECREASED383392-9-2%$396.5K$344.8K-$51.6K2026-10-27
Fairscale Capital, LLC
UNCHANGED38338300%$387.4K$342.6K-$44.7K2026-11-04
Capital Advisors Wealth Management, LLC
UNCHANGED38338300%$387.4K$344.4K-$42.9K2026-10-09
Fusion Capital, LLC
INCREASED382377+5+1%$381.3K$344.0K-$37.4K2026-10-28
First Pacific Financial
INCREASED382380+2+1%$384.1K$343.8K-$40.3K2026-10-14
SkyOak Wealth, LLC
UNCHANGED38238200%$386.3K$343.9K-$42.4K2026-10-28
Helium Advisors LLC
DECREASED381385-4-1%$389.0K$343.1K-$45.9K2026-10-23
BAR Harbor Wealth Management
NEW379—+379——$341.2K—2026-10-21
Hanson & Doremus Investment Management
INCREASED379356+23+6%$360.0K$341.0K-$19.0K2026-10-16
Innova Wealth Partners
DECREASED379382-3-1%$386.3K$341.2K-$45.1K2026-10-21
Richards, Merrill & Peterson, Inc.
INCREASED377312+65+21%$315.5K$339.4K+$23.9K2026-10-19
Graves Light Lenhart Wealth, Inc.
UNCHANGED37637600%$380.2K$338.5K-$41.7K2026-10-09
Advisory Solutions Group, LLC
NEW374—+374——$336.9K—2026-10-14
BridgePort Financial Solutions, LLC
INCREASED373326+47+14%$329.7K$335.9K+$6.1K2026-11-02
Financial Consulate, Inc
UNCHANGED37337300%$377.5K$336.2K-$41.4K2026-10-23
A4 Wealth Advisors LLC
DECREASED372795-423-53%$803.8K$334.7K-$469.1K2026-10-20
Uniting Wealth Partners, LLC
INCREASED372346+26+8%$349.9K$334.9K-$15.0K2026-11-06
Sunbeam Capital Management, LLC
DECREASED371437-66-15%$442.4K$334.4K-$108.0K2026-11-05
First Business Financial Services, Inc.
UNCHANGED37137100%$375.2K$334.0K-$41.2K2026-10-29
Chemistry Wealth Management LLC
DECREASED3691,300-931-72%$1.3M$332.2K-$982.5K2026-10-16
Shoker Investment Counsel, Inc.
INCREASED368366+2+1%$370.6K$331.7K-$38.9K2026-11-04
Compass Ion Advisors, LLC
NEW367—+367——$330.4K—2026-10-23
Rothwell Investment Advisors, LLC
NEW366—+366——$329.3K—2026-11-06
Mechanics Financial Corp
INCREASED366346+20+6%$349.9K$329.5K-$20.4K2026-11-05
Johnson Financial Group, LLC
DECREASED364708-344-49%$716.1K$327.7K-$388.3K2026-11-03
Motive Wealth Advisors
DECREASED364381-17-4%$385.3K$327.7K-$57.6K2026-10-26
Westside Investment Management, Inc.
UNCHANGED36436400%$368.1K$328.0K-$40.1K2026-11-02
Firestone Capital Management
UNCHANGED36436400%$367.7K$327.8K-$39.8K2026-11-03
DecisionMap Wealth Management, LLC
INCREASED361350+11+3%$354.0K$325.0K-$29.0K2026-10-29
Almanack Investment Partners, Llc.
INCREASED360301+59+20%$304.0K$324.4K+$20.4K2026-11-03
Guerra PAN Advisors, LLC
UNCHANGED36036000%$364.1K$315.3K-$48.8K2026-10-26
Firethorn Wealth Partners, LLC
DECREASED359373-14-4%$376.8K$323.2K-$53.6K2026-10-14
AGH Wealth Advisors, LLC
DECREASED359363-4-1%$367.1K$323.2K-$43.9K2026-10-26
Connecticut Capital Management Group, LLC
UNCHANGED35935900%$363.1K$323.2K-$39.9K2026-10-29
BXM Wealth LLC
INCREASED358323+35+11%$326.7K$322.3K-$4.3K2026-11-03
Tabr Capital Management, LLC
NEW357—+357——$321.4K—2026-10-20
Kestra Investment Management, LLC
DECREASED357362-5-1%$366.5K$321.4K-$45.1K2026-11-04
Warwick Investment Management, Inc.
INCREASED356352+4+1%$356.0K$320.5K-$35.5K2026-10-19
Harrell Investment Partners, LLC
INCREASED356354+2+1%$358.1K$320.6K-$37.6K2026-10-15
Nadler Financial Group, Inc.
INCREASED356355+1+0%$359.5K$320.2K-$39.3K2026-10-23
Latitude Advisors, LLC
DECREASED355456-101-22%$460.7K$319.2K-$141.5K2026-10-27
Elevation Wealth Management LLC
INCREASED355303+52+17%$306.4K$319.7K+$13.3K2026-11-02
My Personal CFO, LLC
INCREASED354309+45+15%$312.5K$318.7K+$6.2K2026-10-14
Reicon Wealth Advisors, LLC
UNCHANGED35435400%$358.0K$318.7K-$39.3K2026-11-04
Private Client Services, LLC
INCREASED353295+58+20%$298.0K$317.7K+$19.7K2026-10-02
Kraematon Investment Advisors, Inc
UNCHANGED35335300%$356.9K$317.9K-$39.0K2026-11-02
Financial Guidance Group, Inc.
INCREASED352351+1+0%$355.0K$316.9K-$38.1K2026-10-21
Zega Investments, LLC
DECREASED351837-486-58%$846.5K$316.0K-$530.5K2026-11-04
Founders Grove Wealth Partners, LLC
INCREASED351259+92+36%$261.9K$316.0K+$54.1K2026-10-16
JGP Wealth Management, LLC
DECREASED350370-20-5%$374.2K$315.1K-$59.1K2026-10-13
Autumn Glory Partners, LLC
DECREASED350352-2-1%$356.0K$315.1K-$40.9K2026-10-26
Harvey Investment Co LLC
UNCHANGED35035000%$354.0K$315.0K-$39.0K2026-10-20
Pinnacle Wealth Management Group, Inc.
UNCHANGED35035000%$354.0K$315.1K-$38.9K2026-10-15
BlueChip Wealth Advisors LLC
NEW348—+348——$313.4K—2026-11-03
Dudley Capital Management, LLC
UNCHANGED34834800%$352.3K$313.6K-$38.7K2026-10-23
First Command Advisory Services, Inc.
DECREASED346586-240-41%$592.7K$311.5K-$281.1K2026-11-05
Willow Creek Capital Management, Inc.
UNCHANGED34434400%$348.3K$348.3K$02026-10-16
Burns Matteson Capital Management, LLC
UNCHANGED34334300%$346.9K$308.8K-$38.1K2026-10-16
Kaufman Rossin Wealth, LLC
NEW342—+342——$307.9K—2026-10-19
Elevation Wealth Partners, LLC
INCREASED340300+40+13%$303.5K$306.2K+$2.7K2026-10-07
Wingate Wealth Advisors, Inc.
DECREASED338344-6-2%$347.9K$304.3K-$43.6K2026-10-26
Successful Portfolios LLC
DECREASED338341-3-1%$359.8K$301.8K-$58.0K2026-10-09
Manske Wealth Management
UNCHANGED33733700%$340.8K$303.4K-$37.4K2026-10-26
Gradient Capital Advisors, LLC
DECREASED336361-25-7%$365.0K$302.6K-$62.4K2026-10-21
First Growth Capital LLC
UNCHANGED33633600%$339.8K$302.5K-$37.3K2026-10-15
Solstein Capital, LLC
UNCHANGED33333300%$336.8K$299.8K-$37.0K2026-11-02
Acorn Creek Capital LLC
DECREASED332341-9-3%$345.4K$299.4K-$46.0K2026-11-05
Northside Capital Management, LLC
UNCHANGED33233200%$336.3K$299.4K-$36.9K2026-10-13
Moller Wealth Partners
UNCHANGED33233200%$335.8K$298.9K-$36.9K2026-10-15
Cove Private Wealth, LLC
INCREASED331325+6+2%$328.7K$298.0K-$30.7K2026-10-28
Kennedy Investment Group, Inc.
UNCHANGED32832800%$332.2K$295.7K-$36.5K2026-10-21
Trek Financial, LLC
DECREASED327334-7-2%$337.8K$294.5K-$43.4K2026-10-29
Luts & Greenleigh Group, Inc.
UNCHANGED32732700%$330.2K$294.1K-$36.2K2026-11-05
Bauman Advisory Group, LLC
NEW326—+326——$293.1K—2026-10-29
Sendero Wealth Management, LLC
INCREASED326316+10+3%$319.6K$293.5K-$26.1K2026-10-14
Greater Midwest Financial Group, LLC
INCREASED326325+1+0%$328.3K$293.1K-$35.2K2026-10-13
Somerset Trust Co
UNCHANGED32532500%$328.7K$292.6K-$36.1K2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED32532500%$328.7K$292.6K-$36.1K2026-10-13
Indiana Trust & Investment Management Co
UNCHANGED32532500%$328.7K$292.6K-$36.1K2026-10-22
Miller Wealth Advisors, LLC
UNCHANGED32232200%$325.7K$289.9K-$35.7K2026-11-02
Investment Research Partners LLC
NEW321—+321——$288.7K—2026-10-19
Fairman Group, LLC
INCREASED320315+5+2%$318.6K$288.1K-$30.5K2026-10-26
Gould Asset Management LLC
UNCHANGED32032000%$323.7K$288.1K-$35.5K2026-11-06
Teza Capital Management LLC
NEW319—+319——$287.2K—2026-10-23
LexAurum Advisors, LLC
DECREASED319324-5-2%$327.7K$287.2K-$40.5K2026-10-19
Allegheny Financial Group
DECREASED319321-2-1%$325.6K$287.9K-$37.8K2026-11-05
Vima LLC
UNCHANGED31831800%$321.7K$286.4K-$35.3K2026-10-23
Capital Advantage, Inc.
INCREASED317287+30+10%$290.3K$285.4K-$4.9K2026-10-14
Catalyst Private Wealth, LLC
NEW316—+316——$284.5K—2026-10-13
LJI Wealth Management, LLC
DECREASED314323-9-3%$326.7K$282.7K-$44.0K2026-10-28
Cypress Capital Group
DECREASED314315-10%$318.6K$282.7K-$35.9K2026-11-03
Three Bridge Wealth Advisors, LLC
UNCHANGED31431400%$317.6K$282.7K-$34.9K2026-11-05
Centurion Wealth Management LLC
DECREASED313349-36-10%$353.0K$281.8K-$71.2K2026-10-13
Ledyard National Bank
INCREASED313303+10+3%$306.4K$281.8K-$24.6K2026-10-21
Aletheian Wealth Advisors LLC
INCREASED313307+6+2%$310.5K$281.8K-$28.7K2026-10-08
Cahaba Wealth Management, Inc.
UNCHANGED31331300%$316.8K$282.1K-$34.7K2026-10-26
Purkiss Capital Advisors LLC
INCREASED312310+2+1%$313.9K$280.6K-$33.3K2026-11-06
Paulson Wealth Management Inc.
UNCHANGED31231200%$315.5K$280.8K-$34.6K2026-11-02
Burton Enright Welch
INCREASED311293+18+6%$296.3K$280.0K-$16.3K2026-11-04
Rockline Wealth Management, LLC
UNCHANGED31131100%$314.5K$280.0K-$34.5K2026-10-26
Greystone Financial Group, LLC
UNCHANGED31131100%$314.5K$280.0K-$34.5K2026-10-26
KFA Private Wealth Group, LLC
DECREASED310365-55-15%$369.2K$279.6K-$89.6K2026-10-07
Sylvest Advisors, LLC
UNCHANGED31031000%$313.5K$279.1K-$34.4K2026-10-26
Red Mountain Financial, LLC
UNCHANGED31031000%$313.5K$279.1K-$34.4K2026-11-03
Ceera Investments, LLC
UNCHANGED30930900%$312.8K$278.5K-$34.3K2026-11-02
Intrua Financial, LLC
INCREASED307302+5+2%$305.3K$276.6K-$28.7K2026-10-28
LightSquare Wealth Management, LLC
UNCHANGED30730700%$310.5K$276.4K-$34.1K2026-11-03
Inspirion Wealth Advisors, LLC
UNCHANGED30630600%$312.4K$275.9K-$36.5K2026-10-09
Detalus Advisors, LLC
UNCHANGED30630600%$309.6K$275.7K-$34.0K2026-10-15
Armbruster Capital Management, Inc.
UNCHANGED30530500%$308.5K$274.6K-$33.9K2026-10-19
Crown Wealth Group, LLC
DECREASED304323-19-6%$326.7K$273.7K-$53.0K2026-10-19
Inlight Wealth Management, LLC
INCREASED303215+88+41%$217.4K$272.8K+$55.4K2026-10-21
Hamilton Capital, LLC
INCREASED303290+13+4%$293.3K$272.8K-$20.5K2026-10-08
Gallagher Capital Advisors, LLC
INCREASED303301+2+1%$304.5K$272.6K-$31.9K2026-10-09
Golden State Wealth Management, LLC
DECREASED302311-9-3%$315.5K$272.1K-$43.4K2026-11-02
Cogent Private Wealth, Inc.
DECREASED302304-2-1%$307.5K$271.9K-$35.5K2026-11-06
Founders Capital Management
UNCHANGED30230200%$305.4K$271.9K-$33.5K2026-10-13
Acumen Wealth Advisors, LLC
INCREASED301296+5+2%$299.4K$271.0K-$28.4K2026-11-05
Seven Post Investment Office LP
UNCHANGED30030000%$303.4K$270.1K-$33.3K2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED30030000%$303.4K$270.1K-$33.3K2026-10-28
Barrett & Company, Inc.
DECREASED299397-98-25%$401.7K$269.0K-$132.7K2026-10-22
Activest Wealth Management
DECREASED298301-3-1%$304.4K$268.3K-$36.1K2026-10-15
Precedent Wealth Partners, LLC
NEW297—+297——$267.8K—2026-10-21
Hilltop National Bank
DECREASED297440-143-32%$445.0K$267.4K-$177.6K2026-10-14
Cape Investment Advisory, Inc.
DECREASED297339-42-12%$342.9K$267.7K-$75.2K2026-10-13
R2 Capital Strategies, LLC
INCREASED297295+2+1%$298.3K$267.0K-$31.3K2026-10-15
Fortis Group Advisors, LLC
UNCHANGED29629600%$298.9K$264.8K-$34.1K2026-11-06
Unique Wealth Strategies, LLC
UNCHANGED29529500%$298.4K$298.4K$02026-10-13
Thrive Capital Management, LLC
INCREASED293271+22+8%$274.5K$263.7K-$10.8K2026-10-28
Flynn Zito Capital Management, LLC
DECREASED292298-6-2%$301.7K$263.3K-$38.4K2026-11-04
Lincoln Capital Corp
NEW291—+291——$262.0K—2026-10-13
Tobam
DECREASED291320-29-9%$324.0K$262.0K-$62.0K2026-11-03
TFB Advisors LLC
DECREASED291295-4-1%$298.4K$262.0K-$36.3K2026-11-02
Davidson Trust Co
UNCHANGED29129100%$294.3K$262.0K-$32.3K2026-10-09
Heritage Family Offices, LLP
DECREASED290972-682-70%$983.0K$261.1K-$721.9K2026-11-02
Hendershot Investments Inc.
UNCHANGED29029000%$293.3K$261.1K-$32.2K2026-11-05
Promethium Advisors,llc
UNCHANGED29029000%$293.3K$261.1K-$32.2K2026-10-19
Central Valley Advisors, LLC
INCREASED289285+4+1%$288.2K$260.2K-$28.0K2026-10-27
Barlow Wealth Partners, LLC
UNCHANGED28628600%$294.5K$256.6K-$37.9K2026-10-15
Brown Wealth Management, LLC
UNCHANGED28628600%$289.2K$257.5K-$31.6K2026-10-20
Seelaus Asset Management LLC
DECREASED285415-130-31%$419.7K$256.6K-$163.1K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED285277+8+3%$279.8K$256.8K-$22.9K2026-10-20
Stokes Capital Advisors, LLC
INCREASED285281+4+1%$284.2K$256.6K-$27.6K2026-10-09
Wolff Wiese Magana LLC
DECREASED284356-72-20%$360.0K$255.7K-$104.3K2026-10-15
Sage Mountain Advisors LLC
DECREASED284344-60-17%$347.9K$255.7K-$92.2K2026-11-02
Fulcrum Wealth Advisors, LLC
INCREASED284270+14+5%$273.1K$255.7K-$17.4K2026-10-16
August Group Capital Ltd
DECREASED283318-35-11%$320.6K$254.8K-$65.8K2026-10-14
University of Texas S AM Investment Management Co
DECREASED282361-79-22%$365.1K$253.9K-$111.2K2026-11-03
Verity Asset Management, Inc.
DECREASED282296-14-5%$299.4K$253.9K-$45.5K2026-10-30
Stockman Wealth Management, Inc.
UNCHANGED28228200%$285.2K$253.9K-$31.3K2026-10-27
Guyasuta Investment Advisors Inc
DECREASED281319-38-12%$322.6K$253.1K-$69.5K2026-10-15
Hobart Private Capital, LLC
UNCHANGED28028000%$283.2K$252.1K-$31.1K2026-10-19
Accuvest Global Advisors
UNCHANGED28028000%$283.0K$252.0K-$31.0K2026-11-04
Avail Investment Partners, LLC
NEW279—+279——$250.9K—2026-10-16
Mainsail Asset Management, LLC
INCREASED279240+39+16%$255.7K$250.3K-$5.3K2026-10-14
Vaquero Private Wealth, LTD
UNCHANGED27927900%$281.7K$250.8K-$30.9K2026-10-27
Kellett Wealth Advisors, LLC
INCREASED278272+6+2%$275.5K$250.7K-$24.8K2026-10-15
Southern Financial Group, LLC
INCREASED278275+3+1%$279.0K$250.4K-$28.6K2026-10-30
Invenio Wealth Partners LLC
DECREASED276278-2-1%$281.2K$248.5K-$32.7K2026-10-20
Vanguard Capital Wealth Advisors
UNCHANGED27627600%$278.9K$248.4K-$30.5K2026-10-16
Roxbury Financial LLC
INCREASED275274+1+0%$277.4K$247.8K-$29.6K2026-10-01
John G Ullman & Associates Inc
UNCHANGED27527500%$278.1K$247.6K-$30.5K2026-11-04
Bell Investment Advisors, Inc
INCREASED274261+13+5%$264.0K$246.7K-$17.3K2026-10-29
BG Investment Services, LLC
NEW273—+273——$245.8K—2026-10-23
OAK Ridge Investments LLC
INCREASED273221+52+24%$223.5K$245.8K+$22.3K2026-10-30
LifeSteps Financial, Inc.
DECREASED272286-14-5%$289.3K$244.6K-$44.6K2026-10-15
Atlas Private Wealth Advisors
UNCHANGED27227200%$275.1K$244.9K-$30.2K2026-10-23
Legacy Wealth Management, LLC / MS
INCREASED271203+68+34%$205.3K$244.0K+$38.7K2026-10-30
Wedgewood Investors Inc
UNCHANGED27127100%$274.1K$244.0K-$30.1K2026-10-28
First Community Trust NA
UNCHANGED27127100%$274.1K$244.0K-$30.1K2026-10-07
Cypress Point Wealth Management, LLC
INCREASED270258+12+5%$261.1K$243.2K-$17.8K2026-11-03
25 LLC
INCREASED270264+6+2%$267.0K$243.1K-$23.9K2026-10-13
Sutton Place Investors LLC
INCREASED270265+5+2%$268.0K$243.1K-$24.9K2026-10-20
Sterling Investment Management, LLC
UNCHANGED27027000%$273.1K$243.1K-$30.0K2026-10-16
Private Wealth Management Group, LLC
DECREASED269279-10-4%$282.2K$242.2K-$40.0K2026-10-19
Summit Financial Wealth Advisors, LLC
DECREASED269273-4-1%$276.1K$242.2K-$33.9K2026-10-15
CapWealth Advisors, LLC
UNCHANGED26926900%$272.1K$242.2K-$29.9K2026-10-05
LifeGoal Investments, LLC
NEW268—+268——$241.3K—2026-10-09
Natural Investments, LLC
INCREASED268232+36+16%$234.0K$241.6K+$7.6K2026-11-06
Vista Investment Partners LLC
DECREASED267305-38-12%$308.5K$240.4K-$68.1K2026-10-08
jvl associates llc
INCREASED267241+26+11%$243.7K$240.4K-$3.3K2026-10-09
Whelan Financial
INCREASED266216+50+23%$218.5K$239.5K+$21.0K2026-10-28
Blodgett Wealth Advisors, LLC
INCREASED266251+15+6%$253.4K$239.9K-$13.5K2026-10-23
Capital Squared Financial LLC
INCREASED266257+9+4%$260.3K$239.6K-$20.8K2026-10-30
Kesler, Norman & Wride, LLC
DECREASED266268-2-1%$271.3K$240.1K-$31.3K2026-11-06
Stonebridge Financial Group, LLC
INCREASED265260+5+2%$263.0K$238.6K-$24.4K2026-10-01
Postrock Partners LLC
UNCHANGED26526500%$268.0K$238.6K-$29.4K2026-11-02
Sather Financial Group Inc
DECREASED263377-114-30%$381.3K$236.8K-$144.5K2026-10-30
Lantern Wealth Advisors, LLC
INCREASED263222+41+18%$224.5K$236.8K+$12.3K2026-10-22
Brown, Lisle Ings, Inc.
DECREASED263276-13-5%$279.6K$237.2K-$42.4K2026-10-16
Orba Wealth Advisors, L.L.C.
INCREASED262246+16+7%$248.8K$235.9K-$12.9K2026-10-23
Asset Allocation & Management Company, LLC
UNCHANGED26226200%$265$236.0K+$235.7K2026-10-13
E6 Portfolios, LLC
DECREASED261268-7-3%$270.8K$235.1K-$35.7K2026-10-26
Fortem Financial Group, LLC
INCREASED261260+1+0%$262.5K$235.0K-$27.5K2026-10-20
Orca Wealth Management, LLC
UNCHANGED26126100%$263.9K$235.2K-$28.7K2026-10-14
Vicus Capital
DECREASED260436-176-40%$440.9K$233.9K-$207.0K2026-11-05
Stephen J. Garry & Associates, LLC
DECREASED257302-45-15%$305.5K$231.0K-$74.5K2026-11-05
Downshift Financial, LLC
INCREASED257223+34+15%$225.3K$231.2K+$5.9K2026-10-13
Layline Advisors, LLC
INCREASED256254+2+1%$256.7K$230.5K-$26.2K2026-11-02
CWS Financial Advisors, LLC
UNCHANGED25625600%$258.9K$230.5K-$28.4K2026-10-16
Global Trust Wealth Management LLC
DECREASED255257-2-1%$259.9K$229.6K-$30.3K2026-10-14
BNB Wealth Management, LLC
UNCHANGED25525500%$257.5K$230.0K-$27.5K2026-10-28
Analyst IMS Investment Management Services Ltd.
UNCHANGED25525500%$258.0K$230.0K-$28.0K2026-11-05
BOS Asset Management, LLC
UNCHANGED25425400%$256.9K$228.7K-$28.2K2026-10-09
Capstone Wealth Management, LLC
NEW253—+253——$227.8K—2026-11-02
Peak Financial Management, Inc.
DECREASED252272-20-7%$275.9K$227.7K-$48.2K2026-10-16
Vista Investment Partners II, LLC
DECREASED252263-11-4%$265.6K$226.6K-$39.0K2026-10-15
Woodward Diversified Capital, LLC
DECREASED250410-160-39%$414.8K$225.1K-$189.7K2026-10-21
Old Port Advisors
INCREASED250244+6+2%$246.6K$224.9K-$21.7K2026-10-23
JBR Co Financial Management Inc
UNCHANGED25025000%$252.8K$254.9K+$2.1K2026-10-13
Alchemi Wealth, LLC
INCREASED249248+1+0%$251.8K$224.5K-$27.3K2026-11-04
Greenfield Savings Bank
UNCHANGED24924900%$251.8K$224.2K-$27.6K2026-10-07
Brooklyn FI, LLC
INCREASED24836+212+589%$39.5K$230.1K+$190.6K2026-11-05
TSA Wealth Managment LLC
INCREASED248206+42+20%$208.3K$223.3K+$14.9K2026-10-22
United Asset Strategies, Inc.
DECREASED248269-21-8%$272.1K$223.3K-$48.8K2026-10-28
Arrow Financial Corp
DECREASED248249-10%$251.8K$223.3K-$28.5K2026-10-26
Sage Rhino Capital LLC
DECREASED247250-3-1%$252.8K$222.4K-$30.5K2026-10-28
Aurora Private Wealth, Inc.
INCREASED246228+18+8%$231.0K$221.0K-$10.0K2026-10-20
William Mack & Associates, Inc.
DECREASED246255-9-4%$258.0K$221.2K-$36.8K2026-10-27
Evanson Financial, LLC
UNCHANGED24624600%$248.8K$221.5K-$27.3K2026-10-23
Eastover Investment Advisors LLC
UNCHANGED24524500%$247.8K$220.6K-$27.2K2026-10-05
5th Street Advisors, LLC
UNCHANGED24524500%$247.8K$220.8K-$27.0K2026-11-04
Wealth Alliance Advisory Group, LLC
DECREASED2432,013-1,770-88%$2.0M$218.8K-$1.8M2026-10-14
Finward Bancorp
UNCHANGED24324300%$245.8K$218.8K-$27.0K2026-10-14
MontVue Capital Management, Inc.
UNCHANGED24324300%$245.8K$218.8K-$27.0K2026-10-19
Avantax Planning Partners, Inc.
INCREASED241207+34+16%$209.1K$216.8K+$7.7K2026-11-03
Miller Global Investments, LLC
UNCHANGED24124100%$243.7K$217.0K-$26.8K2026-10-02
Garner Asset Management Corp
INCREASED240213+27+13%$215.4K$214.4K-$1.0K2026-10-30
Stonehearth Capital Management, LLC
INCREASED240239+1+0%$241.7K$216.1K-$25.7K2026-10-13
Ridgecrest Wealth Partners, LLC
UNCHANGED24024000%$242.7K$216.1K-$26.6K2026-10-19
PVG Asset Management Corp
UNCHANGED24024000%$242.7K$216.1K-$26.6K2026-10-19
Asset Advisory Group, Inc.
UNCHANGED23823800%$240.5K$214.1K-$26.3K2026-10-20
Wealth Architects, LLC
DECREASED237287-50-17%$290.3K$213.4K-$76.9K2026-11-03
Quaker Wealth Management, LLC
INCREASED237212+25+12%$214.4K$213.4K-$1.0K2026-10-22
Councilor Wealth, LLC
DECREASED235293-58-20%$296.4K$211.7K-$84.7K2026-10-09
Dorato Capital Management
UNCHANGED23523500%$248.0K$208.5K-$39.5K2026-10-08
Journey Retirement Planning & Investment Management LLC
NEW234—+234——$210.9K—2026-10-09
Jeppson Wealth Management, LLC
NEW234—+234——$210.6K—2026-10-20
Gemmer Asset Management LLC
DECREASED234273-39-14%$276.1K$210.7K-$65.4K2026-10-16
Hidden Cove Wealth Management, LLC
DECREASED232238-6-3%$240.7K$208.9K-$31.8K2026-10-19
Kondo Wealth Advisors, Inc.
DECREASED232234-2-1%$236.7K$208.9K-$27.8K2026-10-19
Alpha Omega Wealth Management LLC
DECREASED232233-10%$235.6K$208.9K-$26.8K2026-10-23
XY Planning Network, Inc.
INCREASED231205+26+13%$206.8K$207.8K+$9752026-10-14
Salomon & Ludwin, LLC
DECREASED231243-12-5%$247.8K$208.0K-$39.8K2026-10-29
Wealthstar Advisors, LLC
INCREASED231230+1+0%$232.2K$207.6K-$24.6K2026-10-19
Barings LLC
UNCHANGED23123100%$233.6K$208.0K-$25.6K2026-10-22
Paragon Private Wealth Management, LLC
DECREASED230627-397-63%$634.9K$207.0K-$427.9K2026-10-20
MQS Management LLC
DECREASED230390-160-41%$394.4K$207.1K-$187.4K2026-11-06
Legacy Financial Strategies, LLC
INCREASED230228+2+1%$230.7K$207.2K-$23.5K2026-10-15
GW Henssler & Associates LTD
UNCHANGED23023000%$232.6K$207.1K-$25.5K2026-10-26
Long Island Wealth Management, Inc.
UNCHANGED23023000%$232.6K$207.1K-$25.5K2026-10-20
Altus Wealth Group LLC
DECREASED229257-28-11%$259.9K$206.2K-$53.7K2026-10-20
First Financial Group Corp
DECREASED229239-10-4%$242.0K$206.3K-$35.7K2026-10-22
Good Steward Wealth Advisors,LLC
DECREASED229238-9-4%$240.7K$206.2K-$34.5K2026-11-06
BCV Asset Management Inc.
DECREASED229235-6-3%$240.2K$207.0K-$33.2K2026-11-06
Belleair Asset Management, LLC
UNCHANGED22922900%$231.7K$206.3K-$25.4K2026-11-03
Wright Wealth LLC
UNCHANGED22922900%$231.6K$206.2K-$25.4K2026-10-29
Shah Wealth Advisors, LLC
NEW228—+228——$205.3K—2026-11-06
GFG Capital, LLC
DECREASED228270-42-16%$272.8K$205.6K-$67.2K2026-10-16
Weatherly Asset Management L. P.
UNCHANGED22722700%$229.3K$204.1K-$25.2K2026-10-20
Hollow Brook Wealth Management LLC
UNCHANGED22722700%$229.6K$204.4K-$25.2K2026-10-29
Strategy Asset Managers LLC
DECREASED2261,442-1,216-84%$1.5M$203.9K-$1.3M2026-10-14
Inman Jager Wealth Management, LLC
DECREASED226227-10%$229.6K$203.5K-$26.1K2026-11-05
Eubel Brady & Suttman Asset Management Inc
INCREASED225215+10+5%$217.0K$203.0K-$14.0K2026-11-04
Centerpoint Advisory Group
DECREASED225234-9-4%$236.7K$202.6K-$34.1K2026-10-23
Keystone Wealth Services, LLC
INCREASED225224+1+0%$226.9K$205.7K-$21.2K2026-11-03
Home Federal Bank of Tennessee
UNCHANGED22522500%$227.6K$202.6K-$25.0K2026-10-15
Nolet Wealth Management, LLC
INCREASED224198+26+13%$200.4K$201.8K+$1.4K2026-10-15
Staley Capital Advisers Inc
UNCHANGED22422400%$226.5K$201.7K-$24.9K2026-11-06
EagleClaw Capital Managment, LLC
NEW223—+223——$200.8K—2026-11-06
Manchester Financial Inc
UNCHANGED22322300%$225.5K$200.8K-$24.8K2026-10-15
Addison Advisors LLC
INCREASED222208+14+7%$210.4K$199.9K-$10.5K2026-11-06
Bayban
UNCHANGED21621600%$218.5K$218.5K$02026-11-05
Barnes Dennig Private Wealth Management LLC
INCREASED214211+3+1%$213.4K$192.7K-$20.7K2026-10-30
Investment Research & Advisory Group, Inc.
INCREASED208206+2+1%$217.0K$203.1K-$13.9K2026-10-19
Jnba Financial Advisors
UNCHANGED20820800%$210.4K$187.3K-$23.1K2026-11-03
Signature Resources Capital Management, LLC
INCREASED206204+2+1%$206.3K$185.5K-$20.8K2026-10-16
Keystone Financial Group, Inc.
INCREASED206205+1+0%$207.5K$185.8K-$21.8K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED205687-482-70%$694.8K$184.6K-$510.2K2026-10-14
Prism Planning Partners LLC
DECREASED202210-8-4%$212.0K$181.5K-$30.5K2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED20220200%$204.3K$181.9K-$22.4K2026-10-23
FNY Investment Advisers, LLC
INCREASED20014+186+1329%$14$180.0K+$180.0K2026-10-16
Vermillion Wealth Management, Inc.
DECREASED200225-25-11%$227.4K$180.1K-$47.3K2026-10-26
Ulland Investment Advisors, LLC
UNCHANGED20020000%$202$180.0K+$179.8K2026-10-13
One River Asset Management, LLC
NEW199—+199——$179.2K—2026-10-21
Blue Bell Private Wealth Management, LLC
UNCHANGED19319300%$195.2K$173.8K-$21.4K2026-10-29
Rossby Financial, LCC
INCREASED185158+27+17%$159.8K$166.6K+$6.8K2026-11-05
Mosley Wealth Management
DECREASED185208-23-11%$210.1K$164.8K-$45.3K2026-10-16
Albion Financial Group
INCREASED185184+1+1%$186.2K$166.8K-$19.4K2026-10-21
StrongBox Wealth, LLC
DECREASED172197-25-13%$199.2K$154.9K-$44.4K2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED17017000%$171.9K$153.1K-$18.9K2026-11-03
IAG Wealth Partners, LLC
UNCHANGED16716700%$168.9K$150.4K-$18.5K2026-11-06
Abound Wealth Management
INCREASED163159+4+3%$161.0K$147.2K-$13.8K2026-10-26
MTM Investment Management, LLC
UNCHANGED16316300%$164.9K$146.8K-$18.1K2026-10-30
West Paces Advisors Inc.
UNCHANGED16016000%$161.8K$144.1K-$17.8K2026-10-13
Horrell Capital Management, Inc.
UNCHANGED16016000%$161.8K$144.1K-$17.8K2026-10-08
AXS Investments LLC
DECREASED156202-46-23%$204.3K$140.5K-$63.8K2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED15215200%$153.8K$136.9K-$16.9K2026-10-23
WPG Advisers, LLC
INCREASED151149+2+1%$150.7K$136.0K-$14.7K2026-10-27
Old Second National Bank of Aurora
UNCHANGED15115100%$152.7K$136.0K-$16.8K2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED15115100%$152.7K$136.0K-$16.8K2026-10-21
Archer Investment Corp
INCREASED150129+21+16%$130.8K$134.6K+$3.8K2026-11-05
Kentucky Trust Co
UNCHANGED15015000%$151.7K$135.1K-$16.7K2026-10-15
Gilpin Wealth Management, LLC
UNCHANGED15015000%$151.7K$135.1K-$16.7K2026-10-09
Evolution Wealth Management Inc.
DECREASED147151-4-3%$152.7K$132.4K-$20.4K2026-10-28
Investors Research Corp
UNCHANGED14214200%$143.6K$127.9K-$15.8K2026-10-07
Financial Management Professionals, Inc.
INCREASED141140+1+1%$141.6K$127.0K-$14.6K2026-10-23
Advocate Investing Services LLC
UNCHANGED14014000%$141.6K$126.1K-$15.5K2026-10-26
Center for Financial Planning, Inc.
INCREASED13828+110+393%$28.3K$124.2K+$95.9K2026-10-26
True Wealth Design, LLC
INCREASED13864+74+116%$64.7K$124.3K+$59.5K2026-10-13
Madden Securities Corp
NEW137—+137——$123.3K—2026-10-27
RHL Group, LLC
INCREASED137136+1+1%$137.5K$123.4K-$14.1K2026-11-04
Country Trust Bank
INCREASED131101+30+30%$102.1K$117.9K+$15.8K2026-10-30
Pacific Center for Financial Services
UNCHANGED12512500%$126.3K$112.8K-$13.6K2026-10-15
Hurley Capital, LLC
UNCHANGED12212200%$123.4K$109.8K-$13.5K2026-11-05
American National Bank & Trust
DECREASED120182-62-34%$184.1K$108.0K-$76.0K2026-10-07
Costello Asset Management, Inc
DECREASED115120-5-4%$121.4K$103.6K-$17.8K2026-10-30
New England Capital Financial Advisors LLC
UNCHANGED11511500%$116.3K$103.5K-$12.8K2026-11-03
Richardson Financial Services Inc.
DECREASED114145-31-21%$146.7K$102.6K-$44.0K2026-10-30
James T. Borello RIA
INCREASED10995+14+15%$96.1K$98.1K+$2.1K2026-10-16
Union Savings Bank
UNCHANGED10910900%$110.2K$98.1K-$12.1K2026-10-14
Ashurst Perkins Coie Trust Co
INCREASED105100+5+5%$101.1K$94.5K-$6.6K2026-10-15
Birchwood Financial Partners, Inc.
INCREASED105100+5+5%$101.1K$94.5K-$6.6K2026-11-02
Evermay Wealth Management LLC
UNCHANGED10510500%$106.2K$94.5K-$11.7K2026-11-05
Ares Financial Consulting, LLC
DECREASED103104-1-1%$105.2K$92.9K-$12.4K2026-10-19
Moisand Fitzgerald Tamayo, LLC
INCREASED10090+10+11%$91.0K$90.0K-$9882026-10-15
Berbice Capital Management LLC
UNCHANGED10010000%$101.1K$90.0K-$11.1K2026-10-13
Richardson Capital Management LLC
UNCHANGED10010000%$101.1K$90.0K-$11.1K2026-10-23
Maj Invest Holding A/S
UNCHANGED10010000%$101$90.0K+$89.9K2026-10-27
Creative Capital Management Investments LLC
INCREASED9995+4+4%$96.1K$89.1K-$6.9K2026-10-28
PFS Partners, LLC
UNCHANGED989800%$99.3K$88.6K-$10.7K2026-10-21
Clark Wealth Partners
INCREASED9792+5+5%$92.9K$87.2K-$5.7K2026-10-19
Lodestone Wealth Management LLC
INCREASED9666+30+45%$67.2K$86.0K+$18.8K2026-10-14
Joseph Group Capital Management
DECREASED9398-5-5%$99.1K$83.7K-$15.4K2026-11-04
Hager Investment Management Services, LLC
INCREASED9390+3+3%$91.0K$83.7K-$7.3K2026-11-04
KFG LLC
NEW92—+92——$82.8K—2026-11-02
Essential Partners LLC
INCREASED9285+7+8%$86.3K$82.8K-$3.4K2026-10-14
Marshall & Sterling Wealth Advisors Inc.
INCREASED9289+3+3%$89.6K$82.9K-$6.7K2026-10-28
Global X Japan Co., Ltd.
DECREASED91102-11-11%$103.2K$81.9K-$21.2K2026-10-21
Wilkerson Advisory Group LLC
DECREASED9097-7-7%$98.1K$81.0K-$17.1K2026-10-20
Clearstead Trust, LLC
INCREASED8833+55+167%$33.4K$79.2K+$45.9K2026-11-06
Toth Financial Advisory Corp
UNCHANGED888800%$89.0K$79.2K-$9.8K2026-10-08
Quest 10 Wealth Builders, Inc.
INCREASED8147+34+72%$47.7K$72.7K+$25.0K2026-11-02
Avion Wealth
INCREASED8072+8+11%$72$72.0K+$71.9K2026-11-04
Prudent Man Investment Management, Inc.
DECREASED7994-15-16%$82.6K$71.1K-$11.5K2026-11-03
United Financial Planning Group LLC
UNCHANGED787800%$78.9K$70.2K-$8.7K2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED757500%$75.9K$67.5K-$8.3K2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED7468+6+9%$69.3K$66.3K-$3.0K2026-11-03
Balance Wealth Partners LLC
NEW73—+73——$65.7K—2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED737300%$74.0K$66.0K-$8.0K2026-10-14
LFA - Lugano Financial Advisors SA
UNCHANGED727200%$72.8K$64.8K-$8.0K2026-11-03
Cedar Mountain Advisors, LLC
UNCHANGED717100%$71.8K$64.2K-$7.6K2026-10-15
Clean Yield Group
UNCHANGED717100%$71.8K$63.9K-$7.9K2026-10-28
American Capital Advisory, LLC
INCREASED7069+1+1%$69.8K$63.0K-$6.8K2026-10-28
First United Bank & Trust
UNCHANGED666600%$66.8K$59.4K-$7.3K2026-10-22
Compass Wealth Management LLC
NEW65—+65——$58.5K—2026-10-22
Aspect Partners, LLC
UNCHANGED646400%$64.7K$57.6K-$7.1K2026-10-20
DT Investment Partners, LLC
UNCHANGED636300%$63.7K$56.7K-$7.0K2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED6170-9-13%$70.8K$54.9K-$15.9K2026-11-06
Covestor Ltd
DECREASED5961-2-3%$62.0K$53.0K-$9.0K2026-10-30
Paladin Partners, LLC
UNCHANGED575700%$57.6K$51.3K-$6.3K2026-10-06
Morton Brown Family Wealth, LLC
UNCHANGED575700%$57.6K$51.6K-$6.1K2026-10-23
Tounjian Advisory Partners, LLC
DECREASED5570-15-21%$70.7K$49.8K-$20.8K2026-11-04
Bare Financial Services, Inc
INCREASED5449+5+10%$49.6K$48.6K-$9392026-11-04
Main Street Group, LTD
UNCHANGED535300%$53.6K$47.7K-$5.9K2026-10-28
Valued Wealth Advisors LLC
DECREASED5259-7-12%$59.7K$46.8K-$12.9K2026-11-05
Trust Co
UNCHANGED525200%$52.6K$46.8K-$5.8K2026-10-09
Financial Perspectives, Inc
UNCHANGED505000%$51.0K$45.4K-$5.6K2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED494900%$49.6K$44.1K-$5.4K2026-10-28
Plante Moran Financial Advisors, LLC
DECREASED46127-81-64%$128.8K$41.8K-$87.1K2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED444400%$44.5K$39.6K-$4.9K2026-10-27
UMB Private Wealth Management, LLC
NEW41—+41——$36.9K—2026-10-19
Winch Advisory Services, LLC
UNCHANGED414100%$41.0K$36.7K-$4.3K2026-11-06
Burk Holdings LLC
INCREASED4028+12+43%$28.3K$36.0K+$7.7K2026-11-05
Horizon Financial Services, LLC
DECREASED3845-7-16%$45.7K$34.4K-$11.3K2026-11-04
United Community Bank
UNCHANGED383800%$38.4K$34.2K-$4.2K2026-10-28
Proathlete Wealth Management LLC
NEW36—+36——$32.4K—2026-10-15
Copeland Capital Management, LLC
UNCHANGED343400%$34.4K$30.6K-$3.8K2026-10-13
Bank & Trust Co
UNCHANGED323200%$32.4K$28.8K-$3.6K2026-10-07
Key Capital Management, Inc
INCREASED3126+5+19%$26.3K$27.9K+$1.6K2026-11-03
Gleason Group, Inc.
UNCHANGED313100%$31.5K$28.2K-$3.3K2026-10-15
Cherry Tree Wealth Management, LLC
INCREASED3015+15+100%$15.2K$27.0K+$11.8K2026-10-15
Yankcom Partnership
DECREASED2849-21-43%$49.6K$25.2K-$24.3K2026-10-15
Steph & Co
INCREASED2825+3+12%$25.3K$25.2K-$742026-10-07
Mascoma Wealth Management LLC
UNCHANGED282800%$28.3K$25.2K-$3.1K2026-10-23
Meriwether Wealth & Planning, LLC
NEW27—+27——$24.3K—2026-10-13
Wealth Analytics Partners, LLC
NEW27—+27——$24.3K—2026-10-19
Retirement Wealth Solutions LLC
INCREASED2619+7+37%$19.2K$23.4K+$4.2K2026-10-07
Torren Management, LLC
INCREASED2621+5+24%$20.7K$23.0K+$2.3K2026-10-29
Entrust Financial LLC
UNCHANGED252500%$25.3K$22.5K-$2.8K2026-11-04
RMG Wealth Management LLC
UNCHANGED252500%$25.9K$22.2K-$3.7K2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED252500%$25.3K$22.5K-$2.8K2026-10-16
Birchbrook, Inc.
UNCHANGED252500%$25.3K$22.5K-$2.8K2026-10-14
Piscataqua Savings Bank
UNCHANGED242400%$24.3K$21.6K-$2.7K2026-10-21
Fairway Wealth LLC
INCREASED2318+5+28%$18.2K$20.7K+$2.5K2026-10-30
Phillip James Consulting Co.
UNCHANGED232300%$23.3K$20.7K-$2.6K2026-11-03
First Financial Corp
UNCHANGED232300%$23.3K$20.7K-$2.6K2026-10-13
Hughes Financial Services, LLC
DECREASED2225-3-12%$25.3K$20.4K-$4.9K2026-10-30
Godsey & Gibb, Inc
INCREASED2220+2+10%$20.2K$19.8K-$4202026-10-14
Planning Strategies Inc.
INCREASED2119+2+11%$19.2K$18.9K-$3082026-10-02
Sfam, LLC
UNCHANGED202000%$20.2K$18.0K-$2.2K2026-11-03
Financial Network Wealth Advisors LLC
INCREASED1614+2+14%$14.2K$14.4K+$2472026-10-28
Harbor Asset Planning, Inc.
UNCHANGED141400%$14.2K$12.6K-$1.6K2026-10-23
Owl Creek Wealth Partners LLC
DECREASED13113-100-88%$114.3K$11.7K-$102.6K2026-10-20
DeDora Capital, Inc.
NEW12—+12——$10.8K—2026-10-26
Fiduciary Advisors, Inc.
NEW12—+12——$10.8K—2026-10-16
Maseco LLP
INCREASED127+5+71%$7.2K$11.0K+$3.8K2026-10-27
Adirondack Trust Co
UNCHANGED121200%$12.1K$10.8K-$1.3K2026-10-14
Syntax Research, Inc.
UNCHANGED121200%$12.1K$10.8K-$1.3K2026-11-04
Inspire Investing, LLC
UNCHANGED101000%$10.1K$9.0K-$1.1K2026-10-22
Strategic Advocates LLC
UNCHANGED101000%$10.1K$9.0K-$1.1K2026-11-03
WestEnd Advisors, LLC
UNCHANGED101000%$10.3K$9.1K-$1.1K2026-10-27
Pflug Koory, LLC
UNCHANGED101000%$10.1K$9.0K-$1.1K2026-10-26
Davis Capital Management
INCREASED97+2+29%$7.1K$8.1K+$1.0K2026-10-08
POM Investment Strategies, LLC
UNCHANGED9900%$9.1K$8.2K-$9882026-10-20
10Elms LLP
NEW8—+8——$7.2K—2026-11-06
CKW Financial Group
NEW8—+8——$7—2026-10-29
Align Financial, LLC
INCREASED84+4+100%$4.0K$7.2K+$3.2K2026-10-16
Tradewinds Capital Management, LLC
UNCHANGED8800%$8.3K$7.4K-$8892026-10-23
NorthAvenue LLC
UNCHANGED8800%$8.1K$7.2K-$8882026-10-29
1620 Investment Advisors, Inc.
NEW7—+7——$6.3K—2026-11-04
DecisionPoint Financial, LLC
INCREASED72+5+250%$2.0K$6.3K+$4.2K2026-10-27
Team Financial Group, LLC
NEW6—+6——$5.6K—2026-10-30
J.Safra Asset Management Corp
UNCHANGED6600%$6.1K$5.4K-$6662026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED6600%$6.1K$5.4K-$6662026-10-29
PayPay Securities Corp
UNCHANGED6600%$6.1K$5.4K-$6662026-10-27
Bernzott Capital Advisors
NEW5—+5——$4.5K—2026-10-29
Polaris Financial Partners
NEW5—+5——$5—2026-10-02
Putney Financial Group LLC
NEW5—+5——$4.5K—2026-10-30
Lynch Investment Planning, LLC
NEW5—+5——$4.5K—2026-10-27
Peterson Wealth Management
NEW5—+5——$4.5K—2026-11-06
Marquette Asset Management, LLC
DECREASED516-11-69%$16.2K$4.5K-$11.7K2026-10-09
Bfsg, LLC
DECREASED512-7-58%$12.1K$4.5K-$7.6K2026-10-30
Smallwood Wealth Investment Management, LLC
INCREASED52+3+150%$2.0K$4.5K+$2.5K2026-10-30
Southern Michigan Bank & Trust
DECREASED57-2-29%$7.1K$4.5K-$2.6K2026-10-19
Decker Retirement Planning Inc.
UNCHANGED5500%$5.3K$4.7K-$5822026-10-19
McCarley & Cook Financial Planners
UNCHANGED5500%$5.1K$4.5K-$5552026-10-21
Networth Advisors, LLC
UNCHANGED4400%$4.0K$3.6K-$4242026-11-03
Breakwater Investment Management
INCREASED32+1+50%$2.0K$2.7K+$6792026-10-20
Navigoe, LLC
UNCHANGED3300%$3$2-$12026-11-04
Carolina Wealth Advisors, LLC
NEW2—+2——$1.8K—2026-10-23
Lloyd Advisory Services, Llc.
DECREASED24-2-50%$4.2K$1.8K-$2.4K2026-11-02
Sunrise Financial Services, LLC
UNCHANGED2200%$2.0K$1.8K-$2222026-10-21
Noble Wealth Management PBC
NEW1—+1——$900—2026-10-01
Security National Bank
NEW1—+1——$900—2026-10-26
GK Wealth Management LLC
NEW1—+1——$719—2026-10-09
Redwood Park Advisors LLC
UNCHANGED1100%$1.0K$901-$1112026-11-02
Maryland Capital Advisors Inc.
UNCHANGED1100%$1.0K$901-$1112026-10-15
Mirae Asset Securities (USA) Inc.
CLOSED012,529-12,529-100%$12.7M$0-$12.7M2026-10-15
VMS Asset Management Limited
CLOSED09,890-9,890-100%$10.0M$0-$10.0M2026-10-15
Ninety One SA (PTY) Ltd
CLOSED08,494-8,494-100%$8.6M$0-$8.6M2026-10-15
Donoghue Forlines LLC
CLOSED03,817-3,817-100%$3.9M$0-$3.9M2026-11-02
Ninety One North America, Inc.
CLOSED03,525-3,525-100%$3.6M$0-$3.6M2026-10-15
Andrew Hill Investment Advisors, Inc.
CLOSED03,479-3,479-100%$3.5M$0-$3.5M2026-10-22
Wellington Shields Capital Management, LLC
CLOSED02,719-2,719-100%$2.8M$0-$2.8M2026-11-03
Check Capital Management Inc
CLOSED02,460-2,460-100%$2.5M$0-$2.5M2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
CLOSED02,372-2,372-100%$2.4M$0-$2.4M2026-10-09
Dana Investment Advisors, Inc.
CLOSED01,624-1,624-100%$1.6M$0-$1.6M2026-11-06
ABC Arbitrage SA
CLOSED01,017-1,017-100%$1.0M$0-$1.0M2026-10-23
Connective Portfolio Management, LLC
CLOSED01,000-1,000-100%$1.0M$0-$1.0M2026-10-22
Rational Advisors, Inc.
CLOSED0979-979-100%$990.1K$0-$990.1K2026-11-02
Pacific Excel Wealth Advisors, Inc.
CLOSED0972-972-100%$983.1K$0-$983.1K2026-10-27
Impact Investors, Inc
CLOSED0792-792-100%$801.0K$0-$801.0K2026-11-02
LifeWealth Investments, LLC
CLOSED0701-701-100%$709.0K$0-$709.0K2026-10-21
4Wealth Advisors, Inc.
CLOSED0640-640-100%$653.1K$0-$653.1K2026-10-13
McGlone Suttner Wealth Management, Inc.
CLOSED0502-502-100%$508.0K$0-$508.0K2026-10-13
MinichMacGregor Wealth Management, LLC
CLOSED0456-456-100%$461.3K$0-$461.3K2026-10-14
PCG Asset Management, LLC
CLOSED0427-427-100%$431.9K$0-$431.9K2026-11-05
Quattro Financial Advisors LLC
CLOSED0400-400-100%$404.5K$0-$404.5K2026-10-15
Camden National Bank
CLOSED0392-392-100%$396.5K$0-$396.5K2026-11-02
Ignite Planners, LLC
CLOSED0374-374-100%$377.9K$0-$377.9K2026-10-14
MW Advisory, LLC
CLOSED0324-324-100%$327.7K$0-$327.7K2026-10-19
Meadow Creek Wealth Advisors LLC
CLOSED0314-314-100%$317.6K$0-$317.6K2026-11-02
B.O.S.S. Retirement Advisors, LLC
CLOSED0301-301-100%$304.4K$0-$304.4K2026-10-26
Trust Investment Advisors
CLOSED0297-297-100%$300.4K$0-$300.4K2026-10-20
One Wealth Capital Management, LLC
CLOSED0290-290-100%$293.0K$0-$293.0K2026-10-23
Integrated Financial Solutions, Inc.
CLOSED0282-282-100%$285.2K$0-$285.2K2026-10-09
Genesis Private Wealth, LLC
CLOSED0273-273-100%$276.1K$0-$276.1K2026-11-02
WealthPoint Financial, LLC
CLOSED0261-261-100%$264.0K$0-$264.0K2026-11-03
Destiny Wealth Partners, LLC
CLOSED0254-254-100%$258.7K$0-$258.7K2026-11-05
CogentBlue Wealth Advisors, LLC
CLOSED0246-246-100%$248.8K$0-$248.8K2026-10-09
Phillips Financial Management, LLC
CLOSED0241-241-100%$243.7K$0-$243.7K2026-10-19
Axim Planning & Wealth
CLOSED0236-236-100%$238.7K$0-$238.7K2026-10-28
North Capital, Inc.
CLOSED0236-236-100%$238.7K$0-$238.7K2026-10-16
Avantra Family Wealth, Inc.
CLOSED0229-229-100%$231.7K$0-$231.7K2026-10-20
Virtue Capital Management, LLC
CLOSED0227-227-100%$229.6K$0-$229.6K2026-10-29
Nautilus Advisors LLC
CLOSED0226-226-100%$239.0K$0-$239.0K2026-10-07
apricus wealth, LLC
CLOSED0225-225-100%$227.6K$0-$227.6K2026-10-26
21 West Wealth Management LLC
CLOSED0225-225-100%$227.6K$0-$227.6K2026-10-13
Veery Capital, LLC
CLOSED0221-221-100%$223.5K$0-$223.5K2026-10-07
Cora Capital Advisors LLC
CLOSED0219-219-100%$221.3K$0-$221.3K2026-11-02
Bill Few Associates, Inc.
CLOSED0219-219-100%$221.5K$0-$221.5K2026-10-09
Lee Financial Co
CLOSED0218-218-100%$220.4K$0-$220.4K2026-10-16
Clarity Wealth Advisors, LLC
CLOSED0218-218-100%$220.5K$0-$220.5K2026-10-21
Monte Financial Group, LLC
CLOSED0216-216-100%$220.0K$0-$220.0K2026-11-02
Marathon Wealth Advisors LLC
CLOSED0215-215-100%$217.5K$0-$217.5K2026-11-04
Grantvest Financial Group LLC
CLOSED0214-214-100%$216.4K$0-$216.4K2026-10-21
Howard Capital Management Group, LLC
CLOSED0214-214-100%$216.4K$0-$216.4K2026-10-16
Penobscot Investment Management Company, Inc.
CLOSED0213-213-100%$215.4K$0-$215.4K2026-10-26
Eagle Strategies LLC
CLOSED0212-212-100%$214.8K$0-$214.8K2026-10-16
Vericrest Private Wealth
CLOSED0212-212-100%$214.4K$0-$214.4K2026-10-21
Piedmont Capital Management, LLC
CLOSED0212-212-100%$214.4K$0-$214.4K2026-10-21
Capital Wealth Alliance, LLC
CLOSED0211-211-100%$213.4K$0-$213.4K2026-10-20
Vestia Personal Wealth Advisors
CLOSED0210-210-100%$212.4K$0-$212.4K2026-10-20
Pacific Sage Partners, LLC
CLOSED0210-210-100%$212.2K$0-$212.2K2026-10-21
Avid Wealth Partners LLC
CLOSED0210-210-100%$212.4K$0-$212.4K2026-11-03
Marathon Strategic Advisors, LLC
CLOSED0210-210-100%$212.4K$0-$212.4K2026-10-20
Tcfg Investment Advisors, LLC
CLOSED0210-210-100%$212.7K$0-$212.7K2026-10-20
Commons Capital, LLC
CLOSED0209-209-100%$210.9K$0-$210.9K2026-11-05
Synergy Asset Management, LLC
CLOSED0209-209-100%$211.4K$0-$211.4K2026-11-05
Silverleafe Capital Partners, LLC
CLOSED0208-208-100%$210.3K$0-$210.3K2026-10-02
Guardian Capital, LLC
CLOSED0205-205-100%$207.1K$0-$207.1K2026-11-06
JB Capital LLC
CLOSED0205-205-100%$207.3K$0-$207.3K2026-10-19
Midland Wealth Advisors, LLC
CLOSED0204-204-100%$206.3K$0-$206.3K2026-10-26
PMG Family Office LLC
CLOSED0204-204-100%$206.3K$0-$206.3K2026-10-19
Ballew Advisors, Inc
CLOSED0203-203-100%$207.2K$0-$207.2K2026-10-05
Global Wealth Management Investment Advisory, Inc.
CLOSED0203-203-100%$205.4K$0-$205.4K2026-11-04
Ellis Investment Partners, LLC
CLOSED0201-201-100%$203.5K$0-$203.5K2026-10-21
Carmel Capital Partners, LLC
CLOSED0201-201-100%$203.3K$0-$203.3K2026-11-03
Canvas Wealth Advisors, LLC
CLOSED0200-200-100%$202.3K$0-$202.3K2026-11-02
Future Financial Wealth Managment LLC
CLOSED0200-200-100%$214.9K$0-$214.9K2026-10-15
Valley Brook Capital Group, Inc.
CLOSED0200-200-100%$202.3K$0-$202.3K2026-10-26
Eagle Rock Investment Company, LLC
CLOSED0200-200-100%$202.3K$0-$202.3K2026-10-21
Wiser Wealth Management, Inc
CLOSED0200-200-100%$202.3K$0-$202.3K2026-10-14
Closed-End Fund Advisors, Inc.
CLOSED0200-200-100%$202.3K$0-$202.3K2026-11-04
Brown Miller Wealth Management, LLC
CLOSED0200-200-100%$202.3K$0-$202.3K2026-11-02
Advisors Management Group Inc
CLOSED0198-198-100%$200.0K$0-$200.0K2026-11-05
Intergy Private Wealth, LLC
CLOSED0198-198-100%$200.3K$0-$200.3K2026-10-16
Elite Life Management LLC
CLOSED0193-193-100%$204.7K$0-$204.7K2026-11-06
Cannon Advisors, Inc.
CLOSED0179-179-100%$204.1K$0-$204.1K2026-10-14
Cornerstone Planning Group LLC
CLOSED0155-155-100%$170.4K$0-$170.4K2026-10-16
Atlatl Advisers LLC
CLOSED0155-155-100%$156.8K$0-$156.8K2026-10-22
Wellington Shields & Co., LLC
CLOSED0138-138-100%$139.6K$0-$139.6K2026-11-03
Robinswood Financial LLC
CLOSED0106-106-100%$107.7K$0-$107.7K2026-10-20
Gill Capital Partners, LLC
CLOSED052-52-100%$52.6K$0-$52.6K2026-10-13
WealthCare Investment Partners, LLC
CLOSED036-36-100%$317.7K$0-$317.7K2026-11-05
Bayforest Capital Ltd
CLOSED035-35-100%$35.4K$0-$35.4K2026-11-03
Commonwealth Retirement Investments LLC
CLOSED028-28-100%$28.1K$0-$28.1K2026-10-26
Axiom Investment Management LLC
CLOSED07-7-100%$7.1K$0-$7.1K2026-11-03
Strengthening Families & Communities, LLC
CLOSED05-5-100%$5.1K$0-$5.1K2026-10-21
Stone House Investment Management, LLC
CLOSED05-5-100%$5.1K$0-$5.1K2026-10-23
Whipplewood Advisors, LLC
CLOSED04-4-100%$4.0K$0-$4.0K2026-10-20
Merrithew & Thorsten Inc
CLOSED04-4-100%$4$0-$42026-11-06
Halbert Hargrove Global Advisors, LLC
CLOSED000—$223$0-$2232026-10-16
Raleigh Capital Management Inc.
DECREASED0753-753-100%$761.4K$356-$761.1K2026-10-28
Illumine Investment Management, LLC
UNCHANGED000—$1.1M$940.9K-$116.0K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$237.7K$220.6K-$17.1K2026-10-29
BlackRock, Inc.
N/A—23,900,376-23,900,376-100%$24.2B———
State Street Corp
N/A—18,830,464-18,830,464-100%$19.0B———
Vanguard Capital Management LLC
N/A—18,425,670-18,425,670-100%$18.6B———
JPMorgan Chase & Co
N/A—8,039,070-8,039,070-100%$8.2B———
Vanguard Portfolio Management LLC
N/A—7,215,421-7,215,421-100%$7.3B———
Morgan Stanley
N/A—7,030,974-7,030,974-100%$7.1B———
Bank of America Corp
N/A—6,680,811-6,680,811-100%$6.8B———
FMR LLC
N/A—3,866,640-3,866,640-100%$3.9B———
Northern Trust Corp
N/A—3,052,734-3,052,734-100%$3.1B———
Price T Rowe Associates Inc
N/A—2,616,283-2,616,283-100%$2.6B———
Norges Bank
N/A—2,595,205-2,595,205-100%$2.6B———
Invesco Ltd.
N/A—2,508,431-2,508,431-100%$2.5B———
UBS Asset Management Americas LLC
N/A—2,346,727-2,346,727-100%$2.4B———
UBS Group AG
N/A—2,052,126-2,052,126-100%$2.1B———
Legal & General Group Plc
N/A—1,948,308-1,948,308-100%$2.0B———
Franklin Resources Inc
N/A—1,945,312-1,945,312-100%$2.0B———
Capital World Investors
N/A—1,902,662-1,902,662-100%$1.9B———
Charles Schwab Investment Management Inc
N/A—1,896,345-1,896,345-100%$1.9B———
Vanguard Fiduciary Trust Co
N/A—1,588,934-1,588,934-100%$1.6B———
Wells Fargo & Company
N/A—1,532,973-1,532,973-100%$1.6B———
Royal Bank of Canada
N/A—1,486,449-1,486,449-100%$1.5B———
Ameriprise Financial Inc
N/A—1,407,422-1,407,422-100%$1.4B———
Nuveen, LLC
N/A—1,249,847-1,249,847-100%$1.3B———
Jennison Associates LLC
N/A—1,212,589-1,212,589-100%$1.2B———
Wellington Management Group LLP
N/A—1,136,909-1,136,909-100%$1.1B———
Capital Wealth Planning, LLC
N/A—1,013,622-1,013,622-100%$1.0B———
Bank of Montreal
N/A—973,106-973,106-100%$984.2M———
Boston Partners
N/A—949,277-949,277-100%$965.4M———
Raymond James Financial Inc
N/A—829,659-829,659-100%$839.1M———
Alliancebernstein L.P.
N/A—810,986-810,986-100%$686.1M———
Canada Pension Plan Investment Board
N/A—774,110-774,110-100%$782.9M———
Two Sigma Investments, LP
N/A—753,545-753,545-100%$762.1M———
Qube Research & Technologies Ltd
N/A—720,663-720,663-100%$728.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—717,562-717,562-100%$725.7M———
HSBC Holdings PLC
N/A—706,737-706,737-100%$715.4M———
California Public Employees Retirement System
N/A—671,723-671,723-100%$679.4M———
National Pension Service
N/A—670,463-670,463-100%$678.1M———
Victory Capital Management Inc
N/A—655,492-655,492-100%$663.0M———
SG Americas Securities, LLC
N/A—646,067-646,067-100%$653.4M———
Massachusetts Financial Services Co
N/A—638,391-638,391-100%$665.7M———
Jupiter Topco LLC
N/A—633,635-633,635-100%$640.8M———
Vanguard Global Advisers, LLC
N/A—610,086-610,086-100%$617.0M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—521,529-521,529-100%$527.5M———
Vanguard Asset Management, Ltd
N/A—514,302-514,302-100%$520.1M———
BNP Paribas Financial Markets
N/A—503,866-503,866-100%$509.6M———
AQR Capital Management LLC
N/A—486,684-486,684-100%$492.2M———
Rhumbline Advisers
N/A—485,235-485,235-100%$490.8M———
American Century Companies Inc
N/A—475,661-475,661-100%$481.1M———
Starlite Capital Inc
N/A—458,173-458,173-100%$487.9M———
California State Teachers Retirement System
N/A—450,240-450,240-100%$455.4M———
Capitolis Liquid Global Markets LLC
N/A—434,402-434,402-100%$439.3M———
Voya Investment Management LLC
N/A—401,556-401,556-100%$405.6M———
Chevy Chase Trust Holdings, LLC
N/A—400,606-400,606-100%$405.2M———
Neuberger Berman Group LLC
N/A—368,372-368,372-100%$372.6M———
Rathbones Group PLC
N/A—368,322-368,322-100%$372.5M———
New York State Common Retirement Fund
N/A—344,252-344,252-100%$348.2M———
National Bank of Canada
N/A—338,807-338,807-100%$342.7M———
Stifel Financial Corp
N/A—323,806-323,806-100%$327.6M———
Ensign Peak Advisors, Inc
N/A—319,513-319,513-100%$323.1M———
Acadian Asset Management LLC
N/A—318,424-318,424-100%$322.0M———
Susquehanna International Group, LLP
N/A—318,353-318,353-100%$322.0M———
CIBC Bancorp USA Inc.
N/A—315,984-315,984-100%$319.6M———
TD Asset Management Inc
N/A—315,620-315,620-100%$319.2M———
D. E. Shaw & Co., Inc.
N/A—299,500-299,500-100%$302.9M———
Envestnet Asset Management Inc
N/A—292,463-292,463-100%$295.8M———
Schroder Investment Management Group
N/A—278,347-278,347-100%$281.5M———
Capital Research Global Investors
N/A—274,627-274,627-100%$277.7M———
Natixis Advisors, LLC
N/A—267,047-267,047-100%$270.1M———
Aviva PLC
N/A—263,877-263,877-100%$266.9M———
Squarepoint Ops LLC
N/A—261,941-261,941-100%$264.9M———
Focus Partners Wealth
N/A—257,173-257,173-100%$260.1M———
Quantinno Capital Management LP
N/A—253,503-253,503-100%$256.4M———
APG Asset Management N.V.
N/A—249,833-249,833-100%$221.0M———
Royal London Asset Management LTD
N/A—249,777-249,777-100%$252.6M———
State Board of Administration of Florida Retirement System
N/A—247,055-247,055-100%$249.9M———
Public Sector Pension Investment Board
N/A—244,401-244,401-100%$247.2M———
Manufacturers Life Insurance Company, the
N/A—243,871-243,871-100%$246.6M———
Citadel Advisors LLC
N/A—238,684-238,684-100%$241.4M———
Storebrand Asset Management AS
N/A—233,364-233,364-100%$236.0M———
BNP Paribas Asset Management Holding S.A.
N/A—233,356-233,356-100%$236.1M———
Holocene Advisors, LP
N/A—230,000-230,000-100%$232.6M———
DnB Asset Management AS
N/A—228,929-228,929-100%$231.5M———
Danske Bank A/S
N/A—225,763-225,763-100%$228.3M———
Bank of Nova Scotia
N/A—222,183-222,183-100%$224.7M———
HighTower Advisors, LLC
N/A—219,334-219,334-100%$221.8M———
Adage Capital Partners GP, L.L.C.
N/A—216,089-216,089-100%$218.5M———
Captrust Financial Advisors
N/A—213,232-213,232-100%$215.7M———
Nordea Investment Management AB
N/A—212,408-212,408-100%$215.6M———
Caisse de Depot ET Placement DU Quebec
N/A—209,998-209,998-100%$212.4M———
Mariner, LLC
N/A—209,144-209,144-100%$211.5M———
Rockefeller Capital Management L.P.
N/A—206,151-206,151-100%$208.5M———
Canada Life Assurance Co
N/A—206,096-206,096-100%$208.1M———
Korea Investment Corp
N/A—201,688-201,688-100%$204.0M———
Credit Agricole S A
N/A—201,553-201,553-100%$203.8M———
Prudential Financial Inc
N/A—199,711-199,711-100%$202.0M———
Loomis Sayles & Co L P
N/A—191,453-191,453-100%$193.6M———
Marex Group Ltd
N/A—191,136-191,136-100%$193.3M———
AustralianSuper Pty Ltd
N/A—191,000-191,000-100%$193.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—188,563-188,563-100%$190.7M———
CIBC World Market Inc.
N/A—186,608-186,608-100%$188.7M———
Cerity Partners LLC
N/A—184,881-184,881-100%$187.0M———
Atalanta Sosnoff Capital, LLC
N/A—182,298-182,298-100%$184.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—180,956-180,956-100%$180.0M———
Jones Financial Companies Lllp
N/A—170,305-170,305-100%$173.6M———
Huntington National Bank
N/A—166,524-166,524-100%$168.4M———
Osaic Holdings, Inc.
N/A—158,530-158,530-100%$160.5M———
State of Wisconsin Investment Board
N/A—157,357-157,357-100%$159.1M———
Sequoia Financial Advisors, LLC
N/A—153,522-153,522-100%$155.3M———
Jane Street Group, LLC
N/A—150,045-150,045-100%$151.8M———
HRT Financial LP
N/A—149,189-149,189-100%$150.9M———
Nomura Asset Management Co LTD
N/A—148,643-148,643-100%$150.3M———
Blair William & Co
N/A—147,217-147,217-100%$148.9M———
Janney Montgomery Scott LLC
N/A—146,763-146,763-100%$148.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—141,192-141,192-100%$142.8M———
Performance Wealth Partners, LLC
N/A—140,897-140,897-100%$142.5M———
Marsico Capital Management LLC
N/A—139,262-139,262-100%$140.8M———
KLP Kapitalforvaltning AS
N/A—137,023-137,023-100%$138.6M———
Dodge & COX
N/A—134,131-134,131-100%$135.7M———
Toronto Dominion Bank
N/A—132,526-132,526-100%$134.0M———
Cetera Investment Advisers
N/A—126,209-126,209-100%$127.6M———
Blue Sparrow, LLC
N/A—125,749-125,749-100%$127.2M———
Vanguard Investments Australia, Ltd.
N/A—124,901-124,901-100%$126.3M———
Tidal Investments LLC
N/A—124,168-124,168-100%$125.6M———
Treasurer of the State of North Carolina
N/A—122,832-122,832-100%$124.2M———
First Trust Advisors LP
N/A—122,701-122,701-100%$124.1M———
Pinebridge Investments LLC
N/A—122,140-122,140-100%$123.5M———
Ossiam
N/A—121,771-121,771-100%$123.2M———
Artisan Partners Limited Partnership
N/A—120,468-120,468-100%$121.8M———
SEI Investments Co
N/A—118,642-118,642-100%$120.0M———
CTC LLC
N/A—118,463-118,463-100%$119.8M———
Handelsbanken Fonder AB
N/A—115,455-115,455-100%$116.8K———
Public Employees Retirement System of Ohio
N/A—114,392-114,392-100%$115.7M———
CI Investments Inc.
N/A—112,548-112,548-100%$113.8M———
Baird Financial Group, Inc.
N/A—110,233-110,233-100%$111.5M———
&partners
N/A—108,055-108,055-100%$109.3M———
Homestead Advisers Corp
N/A—107,781-107,781-100%$109.0M———
State of Tennessee, Department of Treasury
N/A—106,910-106,910-100%$108.1M———
Millennium Management LLC
N/A—105,795-105,795-100%$107.0M———
Tredje Ap-fonden
N/A—101,949-101,949-100%$103.1M———
Mufg Securities Emea plc
N/A—101,947-101,947-100%$103.1M———
Empower Advisory Group, LLC
N/A—99,927-99,927-100%$101.1M———
Northwestern Mutual Wealth Management Co
N/A—97,699-97,699-100%$98.8M———
MML Investors Services, LLC
N/A—94,585-94,585-100%$95.7M———
Clark Capital Management Group, Inc.
N/A—94,147-94,147-100%$95.2M———
Davis Asset Management, L.P.
N/A—92,391-92,391-100%$93.4M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—90,224-90,224-100%$91.2M———
Teacher Retirement System of Texas
N/A—89,796-89,796-100%$90.8M———
Whittier Trust Co
N/A—88,836-88,836-100%$93.7M———
Rafferty Asset Management, LLC
N/A—86,484-86,484-100%$87.5M———
Empowered Funds, LLC
N/A—85,766-85,766-100%$86.7M———
Stephens Inc
N/A—85,346-85,346-100%$86.4M———
Omers Administration Corp
N/A—84,407-84,407-100%$85.4M———
Resona Asset Management Co.,Ltd.
N/A—82,705-82,705-100%$83.8M———
Lazard Asset Management LLC
N/A—82,366-82,366-100%$83.3M———
Sanctuary Advisors, LLC
N/A—82,129-82,129-100%$83.1M———
S&G Foundation
N/A—81,600-81,600-100%$82.5M———
Banco Santander, S.A.
N/A—77,660-77,660-100%$78.5M———
Becker Capital Management Inc
N/A—77,626-77,626-100%$78.5M———
Klingenstein Fields & Co LP
N/A—76,901-76,901-100%$77.8M———
Delta Asset Management LLC
N/A—75,027-75,027-100%$75.9M———
O'shaughnessy Asset Management, LLC
N/A—74,448-74,448-100%$75.3M———
QRG Capital Management, Inc.
N/A—73,537-73,537-100%$74.4M———
Foundations Investment Advisors, LLC
N/A—72,064-72,064-100%$72.9M———
Scotia Capital Inc.
N/A—71,676-71,676-100%$72.5M———
Evelyn Partners Group Ltd
N/A—69,625-69,625-100%$70.4M———
Donaldson Capital Management, LLC
N/A—67,621-67,621-100%$68.4M———
MetLife Investment Management, LLC
N/A—67,385-67,385-100%$68.2M———
Nomura Holdings Inc
N/A—67,342-67,342-100%$68.1M———
Tudor Investment Corp ET AL
N/A—67,334-67,334-100%$68.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—66,897-66,897-100%$67.7M———
Allianz Asset Management GmbH
N/A—64,231-64,231-100%$65.0M———
Hound Partners, LLC
N/A—63,000-63,000-100%$63.7M———
Guggenheim Capital LLC
N/A—62,701-62,701-100%$63.4M———
NewEdge Advisors, LLC
N/A—62,498-62,498-100%$63.2M———
Commerce Bank
N/A—61,807-61,807-100%$62.5M———
Mercer Global Advisors Inc
N/A—60,179-60,179-100%$60.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—59,136-59,136-100%$59.3M———
Commerzbank Aktiengesellschaft
N/A—58,834-58,834-100%$59.5M———
Walleye Capital LLC
N/A—58,344-58,344-100%$59.0M———
Erste Asset Management GmbH
N/A—57,416-57,416-100%$58.8M———
Davis R M Inc
N/A—56,830-56,830-100%$57.5M———
Varma Mutual Pension Insurance Co
N/A—55,400-55,400-100%$56.0M———
MAI Capital Management
N/A—55,352-55,352-100%$56.0M———
Vanguard Personalized Indexing Management, LLC
N/A—54,465-54,465-100%$55.1M———
Zurich Insurance Group Ltd
N/A—54,062-54,062-100%$54.7M———
Nissay Asset Management Corp N
N/A—53,153-53,153-100%$53.8M———
Wealthfront Advisers LLC
N/A—53,116-53,116-100%$53.7M———
Worldquant Millennium Advisors LLC
N/A—52,981-52,981-100%$53.6M———
Pathstone Holdings, LLC
N/A—52,204-52,204-100%$52.9M———
Groupe la Francaise
N/A—51,806-51,806-100%$52.4M———
Waverly Advisors, LLC
N/A—50,896-50,896-100%$51.5M———
USS Investment Management Ltd
N/A—49,477-49,477-100%$50.0M———
1832 Asset Management L.P.
N/A—49,073-49,073-100%$49.6M———
AE Wealth Management LLC
N/A—48,574-48,574-100%$49.1M———
Wharton Business Group, LLC
N/A—48,491-48,491-100%$49.0M———
QVT Financial LP
N/A—48,286-48,286-100%$48.8M———
Global Frontier Investments LLC
N/A—48,000-48,000-100%$48.5M———
Federation des caisses Desjardins du Quebec
N/A—47,486-47,486-100%$48.0M———
Voloridge Investment Management, LLC
N/A—47,033-47,033-100%$47.6M———
Hancock Whitney Corp
N/A—46,675-46,675-100%$47.2M———
LGT Group Foundation
N/A—45,128-45,128-100%$45.6M———
Atlantic Union Bankshares Corp
N/A—44,935-44,935-100%$45.4M———
British Columbia Investment Management Corp
N/A—44,225-44,225-100%$44.7M———
Zacks Investment Management
N/A—44,196-44,196-100%$44.7M———
Utah Retirement Systems
N/A—43,783-43,783-100%$44.3M———
Police & Firemen's Retirement System of New Jersey
N/A—43,386-43,386-100%$43.9M———
Tocqueville Asset Management L.P.
N/A—43,324-43,324-100%$43.8M———
Steward Partners Investment Advisory, LLC
N/A—43,121-43,121-100%$43.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—42,427-42,427-100%$42.9M———
Vinva Investment Management Ltd
N/A—41,842-41,842-100%$42.7M———
IEQ Capital, LLC
N/A—41,734-41,734-100%$42.2M———
Parallax Volatility Advisers, L.P.
N/A—41,730-41,730-100%$42.2M———
Whittier Trust Co of Nevada Inc
N/A—41,410-41,410-100%$43.2M———
Gabelli Funds LLC
N/A—39,960-39,960-100%$40.4M———
NFJ Investment Group, LLC
N/A—39,512-39,512-100%$40.0M———
Westwood Holdings Group Inc
N/A—39,333-39,333-100%$39.8M———
Capital Fund Management S.A.
N/A—38,890-38,890-100%$39.3M———
Macquarie Group LTD
N/A—38,506-38,506-100%$38.9M———
Marco Investment Management LLC
N/A—37,844-37,844-100%$38.3M———
Public Employees Retirement Association of Colorado
N/A—37,502-37,502-100%$37.9M———
Intech Investment Management LLC
N/A—37,461-37,461-100%$37.9M———
Cresset Asset Management, LLC
N/A—37,388-37,388-100%$37.8M———
United Capital Financial Advisors, LLC
N/A—37,373-37,373-100%$37.8M———
CSM Advisors, LLC
N/A—37,079-37,079-100%$37.5M———
Man Group plc
N/A—37,073-37,073-100%$37.5M———
Walleye Trading LLC
N/A—36,927-36,927-100%$37.3M———
Mizuho Markets Americas LLC
N/A—36,368-36,368-100%$36.8M———
Brevan Howard Capital Management LP
N/A—36,298-36,298-100%$36.8M———
Mmbg Investment Advisors Co.
N/A—36,173-36,173-100%$36.6M———
Prudential PLC
N/A—35,590-35,590-100%$36.0M———
Andra Ap-fonden
N/A—34,757-34,757-100%$35.2M———
Capital Analysts, LLC
N/A—34,585-34,585-100%$35.0M———
Teachers Retirement System of the State of Kentucky
N/A—34,222-34,222-100%$34.6M———
Dnca Finance
N/A—32,633-32,633-100%$33.0M———
Summit Financial, LLC
N/A—32,547-32,547-100%$32.9M———
Cornerstone Capital, Inc.
N/A—31,729-31,729-100%$32.1M———
SIT Investment Associates Inc
N/A—31,440-31,440-100%$31.8M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—30,971-30,971-100%$31.3M———
Woodline Partners LP
N/A—30,745-30,745-100%$31.1M———
Equitable Holdings, Inc.
N/A—30,378-30,378-100%$30.7M———
Invictus Private Wealth, LLC
N/A—30,275-30,275-100%$30.6M———
Elo Mutual Pension Insurance Co
N/A—29,921-29,921-100%$30.3M———
Alyeska Investment Group, L.P.
N/A—29,851-29,851-100%$30.2M———
Panagora Asset Management Inc
N/A—29,721-29,721-100%$30.1M———
Laffer Tengler Investments, Inc.
N/A—29,640-29,640-100%$30.0M———
M&T Bank Corp
N/A—29,511-29,511-100%$29.8M———
Advisors Asset Management, Inc.
N/A—28,942-28,942-100%$29.3M———
Daiichi Life Insurance Co., Ltd.
N/A—28,561-28,561-100%$28.9M———
Mediolanum International Funds Ltd
N/A—28,088-28,088-100%$28.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—27,679-27,679-100%$28.0M———
Snowden Capital Advisors LLC
N/A—27,556-27,556-100%$27.9M———
AlTi Global, Inc.
N/A—27,379-27,379-100%$27.7M———
Harris Associates L P
N/A—27,218-27,218-100%$27.5M———
Discovery Capital Management, LLC / CT
N/A—27,000-27,000-100%$27.3M———
Fiduciary Trust Co
N/A—26,787-26,787-100%$27.1M———
Caprock Group, LLC
N/A—26,597-26,597-100%$26.9M———
Quadrature Capital Ltd
N/A—26,521-26,521-100%$26.8M———
NewEdge Wealth, LLC
N/A—26,407-26,407-100%$26.7M———
Lombard Odier Asset Management (Switzerland) SA
N/A—26,321-26,321-100%$26.6M———
Aptus Capital Advisors, LLC
N/A—26,142-26,142-100%$26.4M———
Pinnacle Financial Partners, Inc.
N/A—26,043-26,043-100%$26.3M———
Allstate Corp
N/A—25,973-25,973-100%$26.3M———
Glenmede Trust Co NA
N/A—25,958-25,958-100%$26.3M———
Ilmarinen Mutual Pension Insurance Co
N/A—25,707-25,707-100%$26.0M———
Investment Management Corp of Ontario
N/A—25,263-25,263-100%$25.6M———
Norinchukin Bank, The
N/A—25,070-25,070-100%$25.4M———
Dkrt Investments Corp.
N/A—25,000-25,000-100%$25.3M———
Texas Yale Capital Corp.
N/A—24,982-24,982-100%$25.3M———
Private Advisor Group, LLC
N/A—24,816-24,816-100%$25.1M———
Colonial Trust Advisors
N/A—24,791-24,791-100%$25.1M———
Sumitomo Life Insurance Co
N/A—24,746-24,746-100%$25.0M———
Insigneo Advisory Services, LLC
N/A—24,445-24,445-100%$24.7M———
Shelton Capital Management
N/A—24,334-24,334-100%$24.6M———
TriCert Investment Counsel Inc.
N/A—23,661-23,661-100%$23.9M———
California First Leasing Corp
N/A—23,200-23,200-100%$23.5M———
Composition Wealth, LLC
N/A—23,136-23,136-100%$23.4M———
Mizuho Securities USA LLC
N/A—23,096-23,096-100%$23.4M———
Rovida Investment Management Ltd
N/A—23,000-23,000-100%$23.3M———
RBF Capital, LLC
N/A—23,000-23,000-100%$23.3M———
Rheos Capital Works Inc.
N/A—23,000-23,000-100%$23.3M———
Cozad Asset Management Inc
N/A—22,975-22,975-100%$23.2M———
Pacer Advisors, Inc.
N/A—22,821-22,821-100%$23.1M———
Allianz SE
N/A—21,913-21,913-100%$22.2M———
Vestmark Advisory Solutions, Inc.
N/A—21,819-21,819-100%$22.1M———
Longaeva Partners L.P.
N/A—21,717-21,717-100%$22.0M———
Danica Pension, Livsforsikringsaktieselskab
N/A—21,556-21,556-100%$21.8M———
VAN Lanschot Kempen Investment Management N.V.
N/A—21,521-21,521-100%$21.8M———
Arax Advisory Partners
N/A—21,336-21,336-100%$21.6M———
Vident Advisory, LLC
N/A—21,251-21,251-100%$21.5M———
Callan Family Office, LLC
N/A—20,918-20,918-100%$21.2M———
Longbow Finance SA
N/A—20,752-20,752-100%$21.0M———
Saudi Central Bank
N/A—20,650-20,650-100%$20.9M———
Circle Wealth Management, LLC
N/A—20,585-20,585-100%$20.8M———
Unio Capital LLC
N/A—20,417-20,417-100%$20.6M———
XTX Topco Ltd
N/A—20,035-20,035-100%$20.3M———
Orion Porfolio Solutions, LLC
N/A—19,904-19,904-100%$20.1M———
Lowe Brockenbrough & Co Inc
N/A—19,886-19,886-100%$20.1M———
Summit Trail Advisors, LLC
N/A—19,730-19,730-100%$20.0M———
Trexquant Investment LP
N/A—19,691-19,691-100%$19.9M———
Clearbridge Investments, LLC
N/A—19,519-19,519-100%$19.7M———
Jupiter Asset Management LTD
N/A—19,320-19,320-100%$19.5M———
Advisory Services Network, LLC
N/A—19,208-19,208-100%$19.4M———
Motco
N/A—18,641-18,641-100%$18.9M———
Kentucky Retirement Systems
N/A—18,550-18,550-100%$18.8M———
Howe & Rusling Inc
N/A—18,547-18,547-100%$18.8M———
Beacon Pointe Advisors, LLC
N/A—18,297-18,297-100%$18.5M———
RH Tailwind Management, LLC
N/A—18,100-18,100-100%$18.3M———
Envestnet Portfolio Solutions, Inc.
N/A—17,422-17,422-100%$17.6M———
Nomura Asset Management International Inc.
N/A—17,402-17,402-100%$17.6M———
Simmons Bank
N/A—17,287-17,287-100%$17.5M———
Flputnam Investment Management Co
N/A—16,969-16,969-100%$17.2M———
Bantamac Capital, LLC
N/A—16,896-16,896-100%$17.1M———
Bleakley Financial Group, LLC
N/A—16,740-16,740-100%$16.9M———
Gotham Asset Management, LLC
N/A—16,642-16,642-100%$16.8M———
BNP Paribas
N/A—16,641-16,641-100%$16.7M———
Brown Advisory Inc
N/A—16,269-16,269-100%$16.5M———
AMJ Financial Wealth Management
N/A—15,744-15,744-100%$13.3M———
MidFirst Bank
N/A—15,581-15,581-100%$15.8M———
Jump Financial, LLC
N/A—15,512-15,512-100%$15.7M———
Argent Trust Co
N/A—15,480-15,480-100%$15.7M———
L & S Advisors Inc
N/A—15,101-15,101-100%$15.3M———
Steigerwald, Gordon & Koch Inc.
N/A—15,081-15,081-100%$15.3M———
Matthew 25 Management Corp
N/A—15,000-15,000-100%$15.2M———
SCS Capital Management LLC
N/A—14,978-14,978-100%$15.1M———
Integrated Wealth Concepts LLC
N/A—14,912-14,912-100%$15.1M———
EP Wealth Advisors, LLC
N/A—14,765-14,765-100%$14.9M———
Marshall Wace, LLP
N/A—14,749-14,749-100%$14.9M———
Peapack Gladstone Financial Corp
N/A—14,654-14,654-100%$14.8M———
Strategic Wealth Partners, Ltd.
N/A—14,546-14,546-100%$14.7M———
Global Retirement Partners, LLC
N/A—14,419-14,419-100%$14.6M———
Bessemer Group Inc
N/A—14,245-14,245-100%$14.4M———
Cary Street Partners Financial LLC
N/A—14,224-14,224-100%$14.4M———
Banque Cantonale Vaudoise
N/A—14,059-14,059-100%$14.2M———
Hudson Bay Capital Management LP
N/A—13,759-13,759-100%$13.9M———
New Age Alpha Advisors, LLC
N/A—13,347-13,347-100%$13.5M———
Dakota Wealth Management
N/A—13,334-13,334-100%$13.5M———
Nicholas Investment Partners, LP
N/A—13,000-13,000-100%$13.1M———
Broadleaf Partners, LLC
N/A—12,889-12,889-100%$13.0M———
Stonebridge Capital Advisors LLC
N/A—12,632-12,632-100%$12.8M———
Apriem Advisors
N/A—12,602-12,602-100%$12.7M———
Winton Group Ltd
N/A—12,600-12,600-100%$12.7M———
Wealthspire Advisors, LLC
N/A—12,413-12,413-100%$12.6M———
Stratos Wealth Partners, Ltd.
N/A—12,384-12,384-100%$12.5M———
NatWest Group plc
N/A—12,318-12,318-100%$12.5M———
Edgar Lomax Co
N/A—12,208-12,208-100%$12.3M———
Metis Global Partners, LLC
N/A—12,076-12,076-100%$12.2M———
Lumbard & Kellner, LLC
N/A—12,049-12,049-100%$12.2M———
Fidelis Capital Partners, LLC
N/A—11,942-11,942-100%$12.1M———
Chase Investment Counsel Corp
N/A—11,935-11,935-100%$12.1M———
Bollard Group LLC
N/A—11,814-11,814-100%$11.9M———
Buffalo Business & Estate Services LTD
N/A—11,778-11,778-100%$11.9M———
Dividend Assets Capital, LLC
N/A—11,776-11,776-100%$11.9M———
Silvercrest Asset Management Group LLC
N/A—11,712-11,712-100%$11.8M———
RWA Wealth Partners, LLC
N/A—11,563-11,563-100%$11.7M———
DCM Advisors, LLC
N/A—11,443-11,443-100%$11.1M———
Arkadios Wealth Advisors
N/A—11,409-11,409-100%$11.5M———
Empirical Finance, LLC
N/A—11,363-11,363-100%$11.5M———
GTS Securities LLC
N/A—11,288-11,288-100%$11.4M———
Federated Hermes, Inc.
N/A—11,274-11,274-100%$11.4M———
Greenwich Wealth Management LLC
N/A—11,139-11,139-100%$11.3M———
Brown Brothers Harriman & Co
N/A—10,887-10,887-100%$11.0M———
Benjamin Edwards Inc
N/A—10,883-10,883-100%$11.0M———
R.m.sincerbeaux Capital Management LLC
N/A—10,854-10,854-100%$11.0M———
Rice Partnership, LLC
N/A—10,754-10,754-100%$10.9M———
Group One Trading LLC
N/A—10,705-10,705-100%$10.8M———
Marvin & Palmer Associates Inc
N/A—10,655-10,655-100%$10.8M———
Edgestream Partners, L.P.
N/A—10,450-10,450-100%$10.6M———
Borer Denton & Associates, Inc.
N/A—10,419-10,419-100%$10.5M———
Horizon Investments, LLC
N/A—10,407-10,407-100%$10.5M———
Colonial Trust Co / SC
N/A—10,286-10,286-100%$10.4M———
K.J. Harrison & Partners Inc
N/A—10,265-10,265-100%$10.4M———
Checchi Capital Advisers, LLC
N/A—10,022-10,022-100%$10.1M———
Osmosis Investment Management UK Ltd
N/A—9,947-9,947-100%$10.1M———
Aragon Global Management, LP
N/A—9,915-9,915-100%$10.0M———
Pinnacle Holdings, LLC
N/A—9,889-9,889-100%$10.0M———
SOA Wealth Advisors, Llc.
N/A—9,849-9,849-100%$1.7M———
Virtu Financial LLC
N/A—9,846-9,846-100%$10.0M———
Principal Securities, Inc.
N/A—9,803-9,803-100%$9.9M———
Mufg Securities Americas Inc.
N/A—9,755-9,755-100%$9.9M———
SlateStone Wealth, LLC
N/A—9,742-9,742-100%$9.9M———
Liontrust Investment Partners LLP
N/A—9,731-9,731-100%$9.8M———
Park Circle Co
N/A—9,545-9,545-100%$9.7M———
Meeder Advisory Services, Inc.
N/A—9,522-9,522-100%$9.6M———
Northwestern Mutual Investment Management Company, LLC
N/A—9,458-9,458-100%$9.6M———
Ballentine Partners, LLC
N/A—9,420-9,420-100%$9.5M———
Wealth Advisors of Tampa Bay, LLC
N/A—9,340-9,340-100%$9.4M———
Sagewood Asset Management LP
N/A—9,339-9,339-100%$9.4M———
Roundview Capital LLC
N/A—9,273-9,273-100%$9.4M———
BTC Capital Management, Inc.
N/A—9,262-9,262-100%$9.4M———
Seaview Investment Managers LLC
N/A—9,129-9,129-100%$9.2M———
Bradley Foster & Sargent Inc
N/A—9,075-9,075-100%$9.2M———
Independent Advisor Alliance
N/A—8,973-8,973-100%$9.1M———
World Investment Advisors
N/A—8,935-8,935-100%$7.7M———
Bridgewater Advisors Inc.
N/A—8,812-8,812-100%$9.1M———
Pine Valley Investments Ltd Liability Co
N/A—8,810-8,810-100%$8.9M———
BBR Partners, LLC
N/A—8,809-8,809-100%$8.9M———
Spirepoint Private Client, LLC
N/A—8,784-8,784-100%$8.9M———
Game Plan Financial Advisors, LLC
N/A—8,636-8,636-100%$8.7M———
Morse Asset Management, Inc
N/A—8,611-8,611-100%$8.7M———
NWK Group, Inc.
N/A—8,608-8,608-100%$8.7M———
Siemens Fonds Invest GmbH
N/A—8,570-8,570-100%$8.7M———
O'Neil Global Advisors, Inc.
N/A—8,508-8,508-100%$8.6M———
McGinn Penninger Investment Management, Inc.
N/A—8,460-8,460-100%$8.6M———
Capital International, Inc.
N/A—8,407-8,407-100%$8.5M———
Coldstream Capital Management Inc
N/A—8,407-8,407-100%$8.5M———
Gladstone Institutional Advisory LLC
N/A—8,337-8,337-100%$8.4M———
Intellectus Partners, LLC
N/A—8,293-8,293-100%$8.4M———
Ingalls & Snyder LLC
N/A—8,239-8,239-100%$8.3M———
Hodges Capital Management Inc.
N/A—8,227-8,227-100%$8.3M———
Vestcor Inc
N/A—8,219-8,219-100%$8.3M———
Savvy Advisors, Inc.
N/A—8,156-8,156-100%$8.2M———
Syon Capital LLC
N/A—8,114-8,114-100%$8.2M———
Proficio Capital Partners LLC
N/A—8,112-8,112-100%$8.2M———
Canada Post Corp Registered Pension Plan
N/A—8,079-8,079-100%$8.2M———
First American Trust, FSB
N/A—8,001-8,001-100%$8.1M———
Oversea-Chinese Banking Corp Ltd
N/A—7,991-7,991-100%$8.1M———
IQ EQ Fund Management (Ireland) Ltd
N/A—7,950-7,950-100%$8.0M———
Citizens Business Bank
N/A—7,882-7,882-100%$8.0M———
Harbour Investments, Inc.
N/A—7,807-7,807-100%$7.9M———
Tenere Capital LLC
N/A—7,774-7,774-100%$7.9M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—7,698-7,698-100%$7.8M———
Leavell Investment Management, Inc.
N/A—7,671-7,671-100%$7.8M———
Next Century Growth Investors LLC
N/A—7,625-7,625-100%$7.7M———
Zhang Financial LLC
N/A—7,607-7,607-100%$7.7M———
Susquehanna Fundamental Investments, LLC
N/A—7,587-7,587-100%$7.7M———
National Philanthropic Trust
N/A—7,553-7,553-100%$7.6M———
Mission Creek Capital Partners, Inc.
N/A—7,530-7,530-100%$992.6K———
Hamilton Capital Partners Inc.
N/A—7,520-7,520-100%$7.6M———
Opal Capital LLC
N/A—7,487-7,487-100%$7.6M———
FourThought Financial Partners, LLC
N/A—7,474-7,474-100%$7.6M———
Aquatic Capital Management LLC
N/A—7,454-7,454-100%$7.5M———
Caption Management, LLC
N/A—7,400-7,400-100%$7.5M———
ING Groep NV
N/A—7,395-7,395-100%$7.5M———
Twin Capital Management Inc
N/A—7,382-7,382-100%$7.5M———
Van Eck Associates Corp
N/A—7,296-7,296-100%$7.4M———
Mutual Advisors, LLC
N/A—7,150-7,150-100%$7.2M———
Westfield Capital Management Co LP
N/A—7,062-7,062-100%$7.1M———
Baldwin Investment Management, LLC
N/A—7,008-7,008-100%$7.1M———
CreativeOne Wealth, LLC
N/A—6,967-6,967-100%$7.0M———
Point72 Asset Management, L.P.
N/A—6,936-6,936-100%$7.0M———
Morton Community Bank
N/A—6,892-6,892-100%$7.0M———
Heritage Trust Co
N/A—6,805-6,805-100%$6.9M———
Catalyst Funds Management Pty Ltd
N/A—6,800-6,800-100%$6.9M———
Nan Shan Life Insurance Co., Ltd.
N/A—6,800-6,800-100%$6.9M———
Liberty One Investment Management, LLC
N/A—6,790-6,790-100%$6.9M———
Naviter Wealth, LLC
N/A—6,763-6,763-100%$6.8M———
ExodusPoint Capital Management, LP
N/A—6,759-6,759-100%$6.8M———
Sandhill Capital Partners LLC
N/A—6,759-6,759-100%$6.8M———
Kovack Advisors, Inc.
N/A—6,755-6,755-100%$6.9M———
Gamco Investors, Inc. ET AL
N/A—6,702-6,702-100%$6.8M———
Tower Research Capital LLC (TRC)
N/A—6,689-6,689-100%$6.8M———
Hurricane Capital Advisors LLC
N/A—6,600-6,600-100%$6.7M———
Barometer Capital Management Inc.
N/A—6,600-6,600-100%$6.7M———
Bogart Wealth, LLC
N/A—6,591-6,591-100%$6.7M———
IHT Wealth Management, LLC
N/A—6,463-6,463-100%$6.5M———
MainStreet Investment Advisors LLC
N/A—6,408-6,408-100%$6.5M———
Fora Capital, LLC
N/A—6,349-6,349-100%$6.4M———
New Paradigm Capital Management, LLC
N/A—6,300-6,300-100%$6.4M———
Aft, Forsyth & Sober, LLC
N/A—6,275-6,275-100%$5.3M———
Smartleaf Asset Management LLC
N/A—6,204-6,204-100%$6.3M———
Hantz Financial Services, Inc.
N/A—6,162-6,162-100%$6.2M———
Centiva Capital, LP
N/A—6,152-6,152-100%$6.2M———
Mattson Financial Services, LLC
N/A—6,094-6,094-100%$6.7M———
Phoenix Financial Ltd.
N/A—6,088-6,088-100%$6.2M———
Transamerica Financial Advisors, LLC
N/A—6,060-6,060-100%$6.1M———
Concentric Capital Strategies, LP
N/A—6,027-6,027-100%$6.1M———
DRW Securities, LLC
N/A—6,022-6,022-100%$6.1M———
EFG International AG
N/A—6,007-6,007-100%$6.1M———
Harvest Portfolios Group Inc.
N/A—5,962-5,962-100%$6.0M———
Dorsey Wright & Associates
N/A—5,938-5,938-100%$6.0M———
Cannell & Spears LLC
N/A—5,912-5,912-100%$6.0M———
SouthState Bank Corp
N/A—5,656-5,656-100%$5.7M———
Thoroughbred Financial Services, LLC
N/A—5,641-5,641-100%$5.7M———
Great Valley Advisor Group, Inc.
N/A—5,538-5,538-100%$5.6M———
Kingsview Wealth Management, LLC
N/A—5,533-5,533-100%$5.6M———
LEE Johnson Capital Management, LLC
N/A—5,524-5,524-100%$5.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,458-5,458-100%$5.5M———
Westpac Banking Corp
N/A—5,443-5,443-100%$5.5M———
Trinity Legacy Partners, LLC
N/A—5,439-5,439-100%$6.0M———
P.A.W. Capital Corp
N/A—5,412-5,412-100%$5.5M———
BFC Planning, Inc.
N/A—5,365-5,365-100%$5.4M———
Boothbay Fund Management, LLC
N/A—5,350-5,350-100%$5.4M———
Orleans Capital Management Corp
N/A—5,263-5,263-100%$5.3M———
B & T Capital Management DBA Alpha Capital Management
N/A—5,262-5,262-100%$5.3M———
Fox Hill Wealth Management
N/A—5,172-5,172-100%$5.2M———
Two Sigma Securities, LLC
N/A—5,147-5,147-100%$5.2M———
Elk River Wealth Management LLC
N/A—5,129-5,129-100%$5.2M———
Spartan Wealth Advisory Services LLC
N/A—5,081-5,081-100%$5.1M———
Evercore Wealth Management, LLC
N/A—4,984-4,984-100%$5.0M———
Tradewinds, Llc.
N/A—4,966-4,966-100%$440.5K———
TCW Group Inc
N/A—4,965-4,965-100%$5.0M———
Cinctive Capital Management LP
N/A—4,943-4,943-100%$5.0M———
Goldman Sachs Group Inc
N/A—4,928-4,928-100%$5.0M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—4,894-4,894-100%$4.9M———
Belpointe Asset Management LLC
N/A—4,871-4,871-100%$4.9M———
Peloton Wealth Strategists
N/A—4,865-4,865-100%$4.9M———
Douglass Winthrop Advisors, LLC
N/A—4,855-4,855-100%$4.9M———
Lummis Asset Management, LP
N/A—4,831-4,831-100%$4.9M———
Nicolet Bankshares Inc
N/A—4,827-4,827-100%$4.9M———
Earnest Partners LLC
N/A—4,775-4,775-100%$4.8M———
Manhattan West Asset Management, LLC
N/A—4,720-4,720-100%$4.8M———
1776 Wealth LLC
N/A—4,680-4,680-100%$4.7M———
Schonfeld Strategic Advisors LLC
N/A—4,673-4,673-100%$4.7M———
Anchor Investment Management, LLC
N/A—4,666-4,666-100%$4.7M———
Foster & Motley Inc
N/A—4,654-4,654-100%$4.7M———
U S Wealth Group, Llc.
N/A—4,604-4,604-100%$4.7M———
Havemeyer Place LP
N/A—4,581-4,581-100%$4.6M———
PFG Investments, LLC
N/A—4,513-4,513-100%$4.6M———
RB Capital Management, LLC
N/A—4,491-4,491-100%$4.5M———
ABN Amro Bank N.V.
N/A—4,477-4,477-100%$4.5M———
Saiph Capital, LLC
N/A—4,472-4,472-100%$4.5M———
Essex Financial Services, Inc.
N/A—4,454-4,454-100%$4.5M———
Moneta Group Investment Advisors LLC
N/A—4,443-4,443-100%$4.5M———
Florida Financial Advisors, LLC
N/A—4,416-4,416-100%$4.5M———
SIG Brokerage, LP
N/A—4,414-4,414-100%$4.5M———
Johnson Investment Counsel Inc
N/A—4,368-4,368-100%$4.4M———
JT Stratford LLC
N/A—4,284-4,284-100%$4.3M———
Bluespring Wealth Management, LLC
N/A—4,284-4,284-100%$4.3M———
Field & Main Bank
N/A—4,256-4,256-100%$4.3M———
Wellspring Financial Advisors, LLC
N/A—4,248-4,248-100%$4.3M———
Stonebridge Financial Group, LLC
N/A—4,234-4,234-100%$4.3M———
Bannerstone Capital Management, LLC
N/A—4,201-4,201-100%$4.2M———
LM Advisors LLC
N/A—4,190-4,190-100%$4.2M———
Castlekeep Investment Advisors LLC
N/A—4,137-4,137-100%$4.2M———
Camarda Financial Advisors, LLC
N/A—4,024-4,024-100%$4.1M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—4,003-4,003-100%$4.0M———
Buckland Partners Management Co LLC
N/A—4,000-4,000-100%$4.0M———
Sciencast Management LP
N/A—3,962-3,962-100%$4.0M———
Haverford Trust Co
N/A—3,950-3,950-100%$4.0M———
Provident Co of the Employees of the Hebrew University LTD
N/A—3,944-3,944-100%$4.0M———
Atlanta Consulting Group Advisors, LLC
N/A—3,927-3,927-100%$4.0M———
Tyche Wealth Partners LLC
N/A—3,812-3,812-100%$3.9M———
Pinnacle West Asset Management, Inc.
N/A—3,795-3,795-100%$3.8M———
Tiaa Wealth Investment Management LLC
N/A—3,774-3,774-100%$3.8M———
Bank of Hawaii
N/A—3,759-3,759-100%$3.8M———
Evernest Financial Advisors, LLC
N/A—3,745-3,745-100%$3.8M———
Rothschild Investment LLC
N/A—3,740-3,740-100%$3.8M———
Pettee Investors, Inc.
N/A—3,735-3,735-100%$3.8M———
Choate Investment Advisors
N/A—3,732-3,732-100%$3.8M———
Stevens Capital Management LP
N/A—3,717-3,717-100%$3.8M———
Empire Financial Management Company, LLC
N/A—3,712-3,712-100%$3.8M———
Talon Private Wealth, LLC
N/A—3,613-3,613-100%$3.7M———
FWL Investment Management, LLC
N/A—3,609-3,609-100%$3.6M———
Rehmann Capital Advisory Group
N/A—3,600-3,600-100%$3.6M———
Frec Markets, Inc.
N/A—3,533-3,533-100%$3.6M———
M3 Wealth Management, LLC
N/A—3,508-3,508-100%$3.5M———
SWP Investment Management LLC
N/A—3,484-3,484-100%$3.5M———
GSA Capital Partners LLP
N/A—3,433-3,433-100%$3.5M———
Palisade Capital Management, LP
N/A—3,401-3,401-100%$3.4M———
Qtron Investments LLC
N/A—3,388-3,388-100%$3.4M———
OneDigital Investment Advisors LLC
N/A—3,359-3,359-100%$3.4M———
Bartlett & Co. Wealth Management LLC
N/A—3,336-3,336-100%$3.4M———
LMR Partners LLP
N/A—3,321-3,321-100%$3.4M———
Polymer Capital Management (US) LLC
N/A—3,309-3,309-100%$3.3M———
one8zero8, LLC
N/A—3,297-3,297-100%$3.3M———
O'rourke & Company, Inc
N/A—3,239-3,239-100%$3.3M———
Ameritas Advisory Services, LLC
N/A—3,227-3,227-100%$3.3M———
Bridgeway Capital Management, LLC
N/A—3,210-3,210-100%$3.2M———
AssuredPartners Investment Advisors, LLC
N/A—3,208-3,208-100%$3.2M———
Hilltop Holdings Inc.
N/A—3,204-3,204-100%$3.2M———
Systematic Alpha Investments, LLC
N/A—3,194-3,194-100%$3.2M———
Centaurus Financial, Inc.
N/A—3,181-3,181-100%$3.2M———
E Fund Management Co., Ltd.
N/A—3,165-3,165-100%$3.2M———
Brown Financial Advisors
N/A—3,159-3,159-100%$3.2M———
Graham Capital Management, L.P.
N/A—3,158-3,158-100%$3.2M———
Aureus Asset Management, LLC
N/A—3,132-3,132-100%$3.2M———
Marble Wealth, LLC
N/A—3,131-3,131-100%$3.2M———
Engineers Gate Manager LP
N/A—3,107-3,107-100%$3.1M———
River Wealth Advisors LLC
N/A—3,105-3,105-100%$3.1M———
Susquehanna Portfolio Strategies, LLC
N/A—3,105-3,105-100%$3.1M———
Transcend Capital Advisors, LLC
N/A—3,094-3,094-100%$3.1M———
Mainstay Capital Management LLC
N/A—3,037-3,037-100%$3.1M———
First Manhattan Co. Llc.
N/A—3,002-3,002-100%$3.0M———
Jupiter Wealth Management LLC
N/A—3,000-3,000-100%$3.0M———
Ulysses Management LLC
N/A—3,000-3,000-100%$3.0M———
Jaffetilchin Investment Partners, LLC
N/A—3,000-3,000-100%$3.0M———
Harvest Investment Advisors, LLC
N/A—2,989-2,989-100%$3.0M———
Caisse DES Depots ET Consignations
N/A—2,984-2,984-100%$3.0M———
Arcus Capital Partners, LLC
N/A—2,977-2,977-100%$3.0M———
Cambria Investment Management, L.P.
N/A—2,970-2,970-100%$3.0M———
Fayez Sarofim & Co
N/A—2,926-2,926-100%$3.0M———
Dynasty Wealth Management, LLC
N/A—2,911-2,911-100%$2.9M———
Lombard Odier Asset Management (Europe) Ltd
N/A—2,886-2,886-100%$2.9M———
North Star Asset Management Inc
N/A—2,883-2,883-100%$2.9M———
Stratos Investment Management, LLC
N/A—2,872-2,872-100%$2.9M———
Highview Capital Management LLC
N/A—2,842-2,842-100%$2.9M———
Mirabaud Asset Management Ltd
N/A—2,819-2,819-100%$2.9M———
Fred Alger Management, LLC
N/A—2,801-2,801-100%$2.8M———
Miller Capital Partners, Inc.
N/A—2,792-2,792-100%$2.8M———
Western Wealth Management, LLC
N/A—2,764-2,764-100%$2.8M———
Argent Advisors, Inc.
N/A—2,763-2,763-100%$2.8M———
RiverFront Investment Group, LLC
N/A—2,754-2,754-100%$2.8M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—2,743-2,743-100%$2.8M———
NorthRock Partners, LLC
N/A—2,743-2,743-100%$2.8M———
Focus Partners Advisor Solutions, LLC
N/A—2,740-2,740-100%$2.8M———
Schulhoff & Co Inc
N/A—2,730-2,730-100%$2.8M———
Okabena Investment Services Inc
N/A—2,720-2,720-100%$2.8M———
Steadtrust LLC
N/A—2,719-2,719-100%$2.7M———
Strategies Wealth Advisors, LLC
N/A—2,714-2,714-100%$2.7M———
Founders Financial Alliance, LLC
N/A—2,686-2,686-100%$2.7M———
Infrastructure Capital Advisors, LLC
N/A—2,684-2,684-100%$2.7M———
Tolleson Wealth Management, Inc.
N/A—2,683-2,683-100%$2.7M———
First Commonwealth Financial Corp
N/A—2,672-2,672-100%$2.7M———
PCM Encore, LLC
N/A—2,651-2,651-100%$2.7M———
Fi3 Financial Advisors, LLC
N/A—2,586-2,586-100%$219.5K———
New Insight Wealth Advisors
N/A—2,570-2,570-100%$2.6M———
Campbell & Co Investment Adviser LLC
N/A—2,538-2,538-100%$2.6M———
Ameritas Investment Partners, Inc.
N/A—2,530-2,530-100%$2.6M———
Gateway Wealth Partners, LLC
N/A—2,525-2,525-100%$2.6M———
Frisch Financial Group, Inc.
N/A—2,508-2,508-100%$2.5M———
Guardian Wealth Advisors, LLC / NC
N/A—2,499-2,499-100%$2.5M———
Vision Retirement, LLC
N/A—2,496-2,496-100%$2.5M———
Dorsey & Whitney Trust Co LLC
N/A—2,494-2,494-100%$2.5M———
Ellevest, Inc.
N/A—2,478-2,478-100%$2.4M———
Legacy Capital Group California, Inc.
N/A—2,472-2,472-100%$2.5M———
Operose Advisors LLC
N/A—2,459-2,459-100%$2.5M———
Mcguire Capital Advisors Inc
N/A—2,454-2,454-100%$2.5M———
Meiji Yasuda Life Insurance Co
N/A—2,453-2,453-100%$2.5M———
Prelude Capital Management, LLC
N/A—2,448-2,448-100%$2.5M———
D L Carlson Investment Group Inc
N/A—2,446-2,446-100%$2.5M———
Northstar Advisory Group, LLC
N/A—2,424-2,424-100%$2.5M———
Capital Markets Trading UK LLP
N/A—2,421-2,421-100%$2.4M———
Wescott Financial Advisory Group, LLC
N/A—2,417-2,417-100%$2.4M———
Audent Global Asset Management, LLC
N/A—2,411-2,411-100%$2.4M———
Trivium Point Advisory, LLC
N/A—2,406-2,406-100%$2.4M———
Hartford Funds Management Co LLC
N/A—2,397-2,397-100%$2.4M———
PMC FIG Opportunities LLC
N/A—2,388-2,388-100%$2.4M———
Advisors Preferred, LLC
N/A—2,370-2,370-100%$2.4M———
Voleon Capital Management LP
N/A—2,350-2,350-100%$2.4M———
Dark Forest Capital Management LP
N/A—2,310-2,310-100%$2.3M———
Pallas Capital Advisors LLC
N/A—2,309-2,309-100%$2.3M———
Capstone Investment Advisors, LLC
N/A—2,303-2,303-100%$2.3M———
Quent Capital, LLC
N/A—2,298-2,298-100%$2.3M———
HighPoint Advisor Group LLC
N/A—2,297-2,297-100%$2.3M———
Optas, LLC
N/A—2,291-2,291-100%$2.3M———
Fukoku Mutual Life Insurance Co
N/A—2,289-2,289-100%$2.3M———
Fortress Private Ledger, LLC
N/A—2,275-2,275-100%$2.3M———
Modern Wealth Management, LLC
N/A—2,273-2,273-100%$2.3M———
Main Street Financial Solutions, LLC
N/A—2,269-2,269-100%$2.3M———
BlueCrest Capital Management Ltd
N/A—2,241-2,241-100%$2.3M———
Advisors Capital Management, LLC
N/A—2,235-2,235-100%$2.3M———
US Asset Management LLC
N/A—2,233-2,233-100%$2.3M———
IFC Advisors LLC
N/A—2,211-2,211-100%$2.2M———
Strait & Sound Wealth Management LLC
N/A—2,207-2,207-100%$2.2M———
Coastal Bridge Advisors, LLC
N/A—2,203-2,203-100%$2.2M———
Yukon Wealth Management, Inc.
N/A—2,200-2,200-100%$2.2M———
Blue Edge Capital, LLC
N/A—2,195-2,195-100%$2.2M———
Prosperity Consulting Group, LLC
N/A—2,132-2,132-100%$2.2M———
Owen LaRue, LLC
N/A—2,130-2,130-100%$2.2M———
Bluebird Wealth Management LLC
N/A—2,110-2,110-100%$2.1M———
Navalign, LLC
N/A—2,106-2,106-100%$2.1M———
Portland Investment Counsel Inc.
N/A—2,078-2,078-100%$2.1M———
Navis Wealth Advisors, LLC
N/A—2,065-2,065-100%$2.1M———
LOM Asset Management Ltd
N/A—2,056-2,056-100%$2.1M———
Ancora Advisors LLCA
N/A—2,049-2,049-100%$2.1M———
Bragg Financial Advisors, Inc
N/A—2,045-2,045-100%$2.1M———
Baader Bank Aktiengesellschaft
N/A—2,037-2,037-100%$2.1M———
Holderness Investments Co
N/A—2,037-2,037-100%$2.1M———
Gardner Lewis Asset Management L P
N/A—2,033-2,033-100%$2.1M———
Keebeck Wealth Management
N/A—2,019-2,019-100%$2.0M———
Financial Engines Advisors L.L.C.
N/A—2,004-2,004-100%$2.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—1,995-1,995-100%$2.0M———
Venturi Wealth Management, LLC
N/A—1,980-1,980-100%$2.0M———
PIN OAK Investment Advisors Inc
N/A—1,978-1,978-100%$2.0M———
Whalerock Point Partners, LLC
N/A—1,977-1,977-100%$2.0M———
Westfuller Advisors, LLC
N/A—1,971-1,971-100%$2.0M———
Hobbs Group Advisors, LLC
N/A—1,956-1,956-100%$2.0M———
Invst, LLC
N/A—1,937-1,937-100%$2.0M———
Alerus Financial NA
N/A—1,930-1,930-100%$2.0M———
FIL Ltd
N/A—1,908-1,908-100%$1.9M———
Brave Asset Management Inc
N/A—1,904-1,904-100%$1.9M———
Curi Capital, LLC
N/A—1,892-1,892-100%$1.9M———
Alan B Lancz & Associates, Inc.
N/A—1,890-1,890-100%$1.9M———
RNC Capital Management LLC
N/A—1,876-1,876-100%$1.9M———
Prestige Wealth Management Group LLC
N/A—1,862-1,862-100%$1.9M———
Mendel Capital Management LLC
N/A—1,861-1,861-100%$1.9M———
Avalon Trust Co
N/A—1,859-1,859-100%$1.9M———
Sompo Asset Management Co., Ltd.
N/A—1,850-1,850-100%$1.9M———
Trivant Custom Portfolio Group, LLC
N/A—1,845-1,845-100%$1.9M———
Affinity Investment Advisors, LLC
N/A—1,834-1,834-100%$1.9M———
Greenline Partners, LLC
N/A—1,826-1,826-100%$1.8M———
SageView Advisory Group, LLC
N/A—1,817-1,817-100%$1.8M———
Orographic Financial Advisors, LLC
N/A—1,800-1,800-100%$1.9K———
Secured Retirement Advisors, LLC
N/A—1,790-1,790-100%$1.8M———
Nwam LLC
N/A—1,781-1,781-100%$1.8M———
Harvest Fund Management Co., Ltd
N/A—1,773-1,773-100%$1.8M———
Beck Bode, LLC
N/A—1,771-1,771-100%$1.8M———
CIM Investment Management Inc
N/A—1,761-1,761-100%$1.8M———
Legacy Financial Advisors, Inc.
N/A—1,757-1,757-100%$1.8M———
Xcelsior Advisor Partners LLC
N/A—1,751-1,751-100%$1.8M———
Beaton Management Co. Inc.
N/A—1,750-1,750-100%$1.8M———
Burling Wealth Partners, LLC
N/A—1,748-1,748-100%$1.8M———
Greykasell Wealth Strategies, Inc.
N/A—1,741-1,741-100%$1.8M———
Mayflower Financial Advisors, LLC
N/A—1,735-1,735-100%$1.8M———
Basecamp Wealth Advisors LLC
N/A—1,728-1,728-100%$1.7M———
Fiducient Advisors LLC
N/A—1,728-1,728-100%$1.7M———
Disciplined Investors, L.L.C.
N/A—1,728-1,728-100%$1.7M———
Quest Investment Management LLC
N/A—1,727-1,727-100%$1.7M———
First Foundation Advisors
N/A—1,725-1,725-100%$1.7M———
Castle Wealth Management LLC
N/A—1,723-1,723-100%$1.7M———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,713-1,713-100%$1.7M———
Ausdal Financial Partners, Inc.
N/A—1,698-1,698-100%$1.7M———
CCG Wealth Management, LLC
N/A—1,697-1,697-100%$1.7M———
Berkshire Asset Management LLC
N/A—1,690-1,690-100%$1.7M———
AFT, Forsyth & Company, Inc.
N/A—1,680-1,680-100%$1.7M———
L2 Asset Management, LLC
N/A—1,680-1,680-100%$1.7M———
Fosun International Ltd
N/A—1,658-1,658-100%$1.7M———
Wealth Alliance, LLC
N/A—1,655-1,655-100%$1.7M———
Sun Financial Inc
N/A—1,653-1,653-100%$1.7M———
Evolve Private Wealth, LLC
N/A—1,648-1,648-100%$1.7M———
Destination Wealth Management
N/A—1,637-1,637-100%$1.7M———
Silver OAK Securities, Incorporated
N/A—1,635-1,635-100%$1.7M———
Wittenberg Investment Management, Inc.
N/A—1,621-1,621-100%$1.6M———
GeoWealth Management, LLC
N/A—1,608-1,608-100%$1.6M———
Pure Financial Advisors, LLC
N/A—1,607-1,607-100%$1.6M———
Groupama Asset Managment
N/A—1,604-1,604-100%$1.6M———
SBI Okasan Asset Management Co.Ltd.
N/A—1,600-1,600-100%$1.6M———
Sound View Wealth Advisors Group, LLC
N/A—1,574-1,574-100%$1.6M———
Kera Capital Partners, Inc.
N/A—1,573-1,573-100%$1.6M———
Patron Partners, LLC
N/A—1,564-1,564-100%$1.6M———
Weik Capital Management
N/A—1,563-1,563-100%$1.6M———
Monetary Management Group Inc
N/A—1,535-1,535-100%$1.6M———
Betterment LLC
N/A—1,534-1,534-100%$1.6M———
ST Germain D J Co Inc
N/A—1,533-1,533-100%$1.6M———
Kapstone Financial Advisors LLC
N/A—1,532-1,532-100%$1.5M———
Quotient Wealth Partners, LLC
N/A—1,521-1,521-100%$1.5M———
Quantbot Technologies LP
N/A—1,517-1,517-100%$1.5M———
Next Capital Management LLC
N/A—1,515-1,515-100%$1.5M———
Monetta Financial Services Inc
N/A—1,500-1,500-100%$1.5M———
NCP Inc.
N/A—1,500-1,500-100%$1.5M———
Pointe Capital Management LLC
N/A—1,496-1,496-100%$1.5M———
Riverview Capital Advisers, LLC
N/A—1,489-1,489-100%$1.5M———
Vista Investment Management
N/A—1,480-1,480-100%$1.5M———
Empirical Asset Management, LLC
N/A—1,470-1,470-100%$1.5M———
BSW Wealth Partners
N/A—1,469-1,469-100%$1.5M———
Peak Asset Management, LLC
N/A—1,463-1,463-100%$1.5M———
IFS Group,LLC
N/A—1,451-1,451-100%$1.5M———
McMillan Office, Inc.
N/A—1,450-1,450-100%$1.5M———
Waddell & Associates, LLC
N/A—1,444-1,444-100%$1.5M———
Palisades Hudson Asset Management, L.P.
N/A—1,433-1,433-100%$1.4M———
Azimuth Capital Investment Management LLC
N/A—1,419-1,419-100%$1.4M———
Red Door Wealth Management, LLC
N/A—1,377-1,377-100%$1.4M———
Stock Yards Bank & Trust Co
N/A—1,377-1,377-100%$1.4M———
TFR Capital, Llc.
N/A—1,375-1,375-100%$1.4M———
McLaughlin Asset Management, Inc.
N/A—1,367-1,367-100%$1.4M———
Ranch Capital Advisors Inc.
N/A—1,356-1,356-100%$1.4M———
Round Rock Advisors LLC
N/A—1,349-1,349-100%$1.4M———
PeakShares LLC
N/A—1,349-1,349-100%$1.4M———
Peak Planning Group, LLC
N/A—1,342-1,342-100%$1.4M———
Atlas Legacy Advisors, LLC
N/A—1,342-1,342-100%$1.3M———
Tiemann Investment Advisors, LLC
N/A—1,336-1,336-100%$1.4M———
Modus Advisors, LLC
N/A—1,334-1,334-100%$1.3M———
Zuckerman Investment Group, LLC
N/A—1,331-1,331-100%$1.3M———
Trustmark Bank Trust Department
N/A—1,331-1,331-100%$1.3M———
Pursue Wealth Partners LLC
N/A—1,325-1,325-100%$1.3M———
CVA Family Office, LLC
N/A—1,313-1,313-100%$1.3M———
Geneos Wealth Management Inc.
N/A—1,302-1,302-100%$1.3M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,291-1,291-100%$1.3M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—1,289-1,289-100%$1.3M———
IFG Advisory, LLC
N/A—1,289-1,289-100%$1.3M———
LRI Investments, LLC
N/A—1,275-1,275-100%$1.3M———
Private Wealth Asset Management, LLC
N/A—1,272-1,272-100%$1.3M———
AlphaGrep UK Ltd
N/A—1,272-1,272-100%$1.3M———
Berger Financial Group, Inc
N/A—1,270-1,270-100%$1.3M———
LOS Angeles Capital Management LLC
N/A—1,265-1,265-100%$1.3M———
Everpar Advisors LLC
N/A—1,253-1,253-100%$1.3M———
First Dallas Securities Inc.
N/A—1,250-1,250-100%$1.3M———
Fortune Financial Advisors, LLC
N/A—1,245-1,245-100%$1.3M———
KDT Advisors, LLC
N/A—1,242-1,242-100%$1.3M———
Lavaca Capital LLC
N/A—1,241-1,241-100%$1.3M———
Williamson Legacy Group, LLC
N/A—1,238-1,238-100%$1.3M———
Beck Mack & Oliver LLC
N/A—1,219-1,219-100%$1.2M———
Goldstone Financial Group, LLC
N/A—1,214-1,214-100%$1.2M———
Stratos Wealth Advisors, LLC
N/A—1,210-1,210-100%$1.2M———
Defiance ETFs, LLC
N/A—1,208-1,208-100%$1.2M———
Clare Market Investments LLC
N/A—1,205-1,205-100%$1.2M———
Holistic Financial Partners
N/A—1,202-1,202-100%$1.2M———
Schnieders Capital Management, Llc.
N/A—1,183-1,183-100%$1.2M———
Spinnaker Trust
N/A—1,177-1,177-100%$1.2M———
TRB Wealth Management, LLC
N/A—1,175-1,175-100%$1.2M———
Smith, Moore & Co.
N/A—1,163-1,163-100%$1.2M———
Seeds Investor LLC
N/A—1,163-1,163-100%$1.2M———
Ethos Financial Group, LLC
N/A—1,144-1,144-100%$1.1M———
Abbot Financial Management, Inc.
N/A—1,131-1,131-100%$1.1M———
Primecap Management Co
N/A—1,130-1,130-100%$1.1M———
Sargent Investment Group, LLC
N/A—1,129-1,129-100%$1.1M———
LGT Fund Management Co Ltd.
N/A—1,128-1,128-100%$1.1M———
ClearAlpha Technologies LP
N/A—1,119-1,119-100%$1.1M———
Lansing Street Advisors
N/A—1,117-1,117-100%$1.1M———
Capula Management Ltd
N/A—1,116-1,116-100%$1.1M———
Tower Bridge Advisors
N/A—1,115-1,115-100%$1.1M———
Francis Financial, Inc.
N/A—1,111-1,111-100%$1.1M———
Quantitative Investment Management, LLC
N/A—1,107-1,107-100%$1.1M———
Hamrick Investment Counsel, llc
N/A—1,101-1,101-100%$1.1M———
Easterly Investment Partners LLC
N/A—1,100-1,100-100%$1.1M———
PenderFund Capital Management Ltd.
N/A—1,100-1,100-100%$1.1M———
Lbmc Investment Advisors, LLC
N/A—1,099-1,099-100%$1.1M———
Horizon Family Wealth, Inc.
N/A—1,092-1,092-100%$1.1M———
Calton & Associates, Inc.
N/A—1,090-1,090-100%$1.1M———
Phillips Wealth Planners LLC
N/A—1,084-1,084-100%$1.1M———
King Wealth Management Group
N/A—1,084-1,084-100%$1.1M———
Financial Life Planners
N/A—1,084-1,084-100%$1.1M———
Inceptionr LLC
N/A—1,083-1,083-100%$1.1M———
Ponta Wealth Partners, LLC
N/A—1,082-1,082-100%$1.1M———
Vectors Research Management, LLC
N/A—1,080-1,080-100%$1.1M———
Alteri Wealth LLC
N/A—1,080-1,080-100%$1.1M———
Duncan Williams Asset Management, LLC
N/A—1,079-1,079-100%$1.1M———
Fort Sheridan Advisors LLC
N/A—1,079-1,079-100%$1.1M———
Nvest Financial, LLC
N/A—1,076-1,076-100%$1.1M———
Stonebridge Capital Management Inc
N/A—1,075-1,075-100%$1.1M———
Range Advisory, LLC
N/A—1,073-1,073-100%$1.1M———
Heritage Wealth Advisors
N/A—1,073-1,073-100%$1.1M———
Cary Street Partners Investment Advisory LLC
N/A—1,067-1,067-100%$1.1M———
Smithfield Trust Co
N/A—1,061-1,061-100%$1.1M———
West Michigan Advisors, LLC
N/A—1,058-1,058-100%$1.1M———
Freestone Capital Holdings, LLC
N/A—1,052-1,052-100%$1.1M———
Perennial Investment Advisors, LLC
N/A—1,050-1,050-100%$1.1M———
New Republic Capital, LLC
N/A—1,044-1,044-100%$1.1M———
Strategic Financial Services, Inc.
N/A—1,035-1,035-100%$1.0M———
Cladis Investment Advisory, LLC
N/A—1,030-1,030-100%$1.0M———
Keel Point, LLC
N/A—1,019-1,019-100%$1.0M———
Meridian Wealth Advisors, LLC
N/A—1,014-1,014-100%$1.0M———
Paradigm Capital Management, LLC
N/A—1,010-1,010-100%$1.0M———
VestGen Investment Management
N/A—1,010-1,010-100%$1.0M———
Buckley Wealth Management, LLC
N/A—1,007-1,007-100%$1.0M———
Gentry Private Wealth, LLC
N/A—1,007-1,007-100%$1.0M———
Riverpoint Wealth Management Holdings, LLC
N/A—1,005-1,005-100%$1.0M———
Sharpepoint LLC
N/A—1,005-1,005-100%$1.0M———
Brasada Capital Management, LP
N/A—1,000-1,000-100%$1.0M———
Birnam Oak Advisors, LP
N/A—1,000-1,000-100%$1.0M———
Drive Wealth Management, LLC
N/A—999-999-100%$1.0M———
Sivia Capital Partners, LLC
N/A—997-997-100%$1.0M———
Cambient Family Office, LLC
N/A—996-996-100%$1.0M———
Westmount Partners, LLC
N/A—992-992-100%$1.0M———
Liberty Wealth Management LLC
N/A—988-988-100%$836.4K———
Aigen Investment Management, LP
N/A—986-986-100%$997.2K———
Coppell Advisory Solutions LLC
N/A—981-981-100%$2.2M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—969-969-100%$979.8K———
Advisory Alpha, LLC
N/A—968-968-100%$980.4K———
Sandy Cove Advisors, LLC
N/A—967-967-100%$977.7K———
Wilson & Boucher Capital Management, LLC
N/A—963-963-100%$974.4K———
One Capital Management, LLC
N/A—963-963-100%$814.7K———
Dearborn Partners LLC
N/A—959-959-100%$969.9K———
BCS Private Wealth Management, Inc.
N/A—954-954-100%$964.8K———
LaSalle St. Investment Advisors, LLC
N/A—953-953-100%$964.3K———
Glen Eagle Advisors, LLC
N/A—945-945-100%$955.4K———
Knightsbridge Asset Management, LLC
N/A—942-942-100%$952.6K———
NorthCoast Asset Management LLC
N/A—929-929-100%$940.3K———
GWN Securities Inc.
N/A—928-928-100%$938.3K———
Prostatis Group LLC
N/A—920-920-100%$930.6K———
Peregrine Asset Advisers, Inc.
N/A—919-919-100%$929.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—916-916-100%$927.2K———
Headinvest, LLC
N/A—915-915-100%$925.4K———
Bank of Marin
N/A—905-905-100%$915.3K———
1248 Management, LLC
N/A—904-904-100%$914.3K———
EWA, LLC
N/A—897-897-100%$907.1K———
Calydon Capital
N/A—895-895-100%$905.3K———
Prasad Wealth Partners, LLC
N/A—882-882-100%$891.6K———
Wellington-Altus USA Inc.
N/A—874-874-100%$739.4K———
Momentum Wealth Planning, LLC
N/A—873-873-100%$882.9K———
Alpine Woods Capital Investors, LLC
N/A—868-868-100%$877.9K———
West Family Investments, Inc.
N/A—866-866-100%$875.8K———
Rothschild Wealth LLC
N/A—859-859-100%$868.9K———
Precision Wealth Strategies, LLC
N/A—856-856-100%$865.8K———
Family Manage LLC
N/A—851-851-100%$860.7K———
Moment Partners, LLC
N/A—850-850-100%$859.7K———
GHE, LLC
N/A—848-848-100%$857.6K———
One Wealth Advisors, LLC
N/A—842-842-100%$851.6K———
Fiduciary Financial Advisors
N/A—840-840-100%$851.3K———
Sonoma Private Wealth LLC
N/A—835-835-100%$844.5K———
Waterloo Capital, L.P.
N/A—834-834-100%$843.2K———
Fortis Capital Advisors, LLC
N/A—833-833-100%$843.1K———
Paces Ferry Wealth Advisors, LLC
N/A—833-833-100%$842.2K———
Stonebrook Private Inc.
N/A—832-832-100%$841.1K———
Bull Harbor Capital LLC
N/A—832-832-100%$841.4K———
All Terrain Financial Advisors, LLC
N/A—830-830-100%$839.4K———
Keystone Financial Group
N/A—828-828-100%$837.2K———
Jacobs Equity LLC
N/A—826-826-100%$835.4K———
Webster Bank, N. A.
N/A—826-826-100%$835.4K———
Wrapmanager Inc
N/A—824-824-100%$833.4K———
Mosaic Financial Group, LLC
N/A—819-819-100%$828.0K———
Rogco, LP
N/A—813-813-100%$822.2K———
Prosperity Bancshares Inc
N/A—813-813-100%$822.2K———
Main Street Research LLC
N/A—811-811-100%$820.2K———
Advyzon Investment Management, LLC
N/A—806-806-100%$815.0K———
Cyber Hornet ETFs LLC
N/A—806-806-100%$815.2K———
Northwest Bancshares, Inc.
N/A—805-805-100%$814.2K———
Hexagon Capital Partners LLC
N/A—803-803-100%$812.1K———
Stelac Advisory Services LLC
N/A—803-803-100%$812.1K———
Bamco Inc
N/A—800-800-100%$809.1K———
Kidder Stephen W
N/A—795-795-100%$804.0K———
Kane Investment Management, Inc.
N/A—789-789-100%$798.0K———
Ironwood Investment Management LLC
N/A—789-789-100%$798.0K———
Capital Advisors Inc
N/A—787-787-100%$796.4K———
Prospect Financial Services LLC
N/A—785-785-100%$793.5K———
Mosaic Family Wealth Partners, LLC
N/A—783-783-100%$791.9K———
Octavia Wealth Advisors, LLC
N/A—779-779-100%$787.9K———
Thompson David Blair
N/A—777-777-100%$785.6K———
Edmond de Rothschild Holding S.A.
N/A—768-768-100%$776.7K———
Fiduciary Group, LLC
N/A—765-765-100%$773.7K———
RED Reef Advisors LLC
N/A—758-758-100%$766.6K———
Hollencrest Capital Management
N/A—757-757-100%$765.4K———
DV Trading LLC
N/A—748-748-100%$756.5K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—741-741-100%$749.4K———
Icon Wealth Advisors, LLC
N/A—739-739-100%$747.4K———
Townsquare Capital LLC
N/A—738-738-100%$746.7K———
Birchcreek Wealth Management, LLC
N/A—737-737-100%$745.4K———
Tower Wealth Partners, Inc.
N/A—734-734-100%$742.3K———
PAX Financial Group, LLC
N/A—728-728-100%$736.3K———
Bolthouse Investments, LLC
N/A—727-727-100%$735.3K———
Penserra Capital Management LLC
N/A—724-724-100%$707.0K———
Strategic Investment Advisors / MI
N/A—720-720-100%$728.5K———
Walter & Keenan Wealth Management LLC
N/A—718-718-100%$726.0K———
Tradition Wealth Management, LLC
N/A—716-716-100%$724.0K———
Fortis Advisors, LLC
N/A—715-715-100%$723.1K———
Teucrium Investment Advisors, LLC
N/A—712-712-100%$720.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—701-701-100%$709.4K———
Schrum Private Wealth Management LLC
N/A—699-699-100%$358.1K———
Samara Investment Management, LLC
N/A—697-697-100%$704.9K———
Clifford Group, LLC
N/A—691-691-100%$698.9K———
Capital International Sarl
N/A—690-690-100%$697.8K———
Krane Funds Advisors LLC
N/A—690-690-100%$697.8K———
Tandem Wealth Advisors LLC
N/A—686-686-100%$693.8K———
Kore Advisors LP
N/A—680-680-100%$687.7K———
Ceeto Capital Group, LLC
N/A—680-680-100%$688.0K———
Resources Management Corp
N/A—676-676-100%$683.7K———
WNY Asset Management, LLC
N/A—674-674-100%$681.3K———
Fort Point Capital Partners LLC
N/A—669-669-100%$677.0K———
Magnolia Capital Advisors LLC
N/A—666-666-100%$673.7K———
Crews Bank & Trust
N/A—664-664-100%$671.6K———
Greenline Wealth Management LLC
N/A—660-660-100%$667.3K———
Rothschild Capital Partners, LLC
N/A—660-660-100%$667.5K———
Lotus Technology Management, LP
N/A—658-658-100%$665.5K———
Twin Peaks Wealth Advisors, LLC
N/A—647-647-100%$654.8K———
Bridges Investment Management Inc
N/A—644-644-100%$651.3K———
Chesapeake Asset Management LLC
N/A—638-638-100%$623.1K———
Oxford Wealth Group, LLC
N/A—636-636-100%$643.4K———
MJP Associates Inc
N/A—636-636-100%$643.1K———
Hillsdale Investment Management Inc.
N/A—626-626-100%$633.1K———
Khazanah Nasional Berhad
N/A—623-623-100%$630.1K———
American Trust
N/A—618-618-100%$625.0K———
Stansberry Asset Management, LLC
N/A—615-615-100%$622.0K———
SGL Investment Advisors, Inc.
N/A—614-614-100%$635.2K———
Kintra Wealth, LLC
N/A—614-614-100%$639.8K———
FAS Wealth Partners, Inc.
N/A—611-611-100%$618.4K———
Hamilton Wealth, LLC
N/A—608-608-100%$614.9K———
Pennington Partners & Co., LLC
N/A—608-608-100%$614.7K———
South Street Advisors LLC
N/A—605-605-100%$611.9K———
NCM Capital Management, LLC
N/A—600-600-100%$606.8K———
Unison Asset Management LLC
N/A—600-600-100%$606.8K———
Horizon Kinetics Asset Management LLC
N/A—598-598-100%$604.8K———
Pine Harbor Wealth Management, LLC
N/A—597-597-100%$603.8K———
1ST Source Bank
N/A—596-596-100%$602.8K———
Odyssean, LLC
N/A—594-594-100%$600.8K———
Regal Investment Advisors LLC
N/A—590-590-100%$596.3K———
Legend Capital Advisors LLC
N/A—587-587-100%$593.7K———
Fielder Capital Group LLC
N/A—586-586-100%$592.2K———
Fund Advisors of America Inc
N/A—579-579-100%$585.2K———
Sound Capital Solutions LLC
N/A—578-578-100%$584.6K———
Optimize Financial Inc.
N/A—578-578-100%$584.6K———
FLC Capital Advisors
N/A—577-577-100%$583.6K———
Tudor Financial Inc.
N/A—570-570-100%$576.2K———
V2 Financial group LLC
N/A—567-567-100%$573.8K———
George Kaiser Family Foundation
N/A—567-567-100%$573.4K———
Canal Capital Management, LLC
N/A—567-567-100%$573.9K———
Tripletail Wealth Management, LLC
N/A—555-555-100%$566.7K———
Purpose Unlimited Inc.
N/A—555-555-100%$562.1K———
SHP Wealth Management
N/A—553-553-100%$559.3K———
Roberts Glore & Co Inc
N/A—551-551-100%$557.3K———
Accent Capital Management, LLC
N/A—550-550-100%$556.3K———
Ninepoint Partners LP
N/A—547-547-100%$553.2K———
Basepoint Wealth LLC
N/A—546-546-100%$552.0K———
Entelevest, LLC
N/A—545-545-100%$551.4K———
Ameriflex Group, Inc.
N/A—544-544-100%$550.4K———
Leith Wheeler Investment Counsel Ltd.
N/A—540-540-100%$546.1K———
Summit Wealth Partners, LLC
N/A—534-534-100%$540.1K———
Cheviot Value Management, LLC
N/A—533-533-100%$539.1K———
9823 Capital, L.P.
N/A—533-533-100%$539.1K———
Credit Industriel ET Commercial
N/A—525-525-100%$531.0K———
Bank OZK
N/A—519-519-100%$524.9K———
Expressive Wealth LLC
N/A—516-516-100%$521.9K———
Brookwood Investment Group LLC
N/A—515-515-100%$520.9K———
South Dakota Investment Council
N/A—513-513-100%$519.0K———
Wick Capital Partners, LLC
N/A—513-513-100%$518.3K———
Requisite Capital Management, LLC
N/A—509-509-100%$515.1K———
NorthStar Asset Management LLC
N/A—508-508-100%$513.6K———
DF Dent & Co Inc
N/A—506-506-100%$511.8K———
Oxinas Partners, LLC
N/A—505-505-100%$510.7K———
HM Payson & Co
N/A—505-505-100%$510.7K———
Heartland Bank & Trust Co
N/A—503-503-100%$508.7K———
Diamant Asset Management, Inc.
N/A—500-500-100%$505.7K———
Harbor Advisors LLC
N/A—500-500-100%$505.7K———
Clal Insurance Enterprises Holdings Ltd
N/A—500-500-100%$506.0K———
Sovereign Financial Group, Inc.
N/A—494-494-100%$499.6K———
Northstar Financial Companies, Inc.
N/A—493-493-100%$498.8K———
Morris Financial Concepts, Inc.
N/A—492-492-100%$497.6K———
Westbourne Investments, Inc.
N/A—490-490-100%$495.6K———
Intrust Bank NA
N/A—490-490-100%$495.6K———
Copley Financial Group, Inc.
N/A—490-490-100%$495.6K———
Viawealth, LLC
N/A—487-487-100%$492.2K———
WealthShield Partners, LLC
N/A—487-487-100%$493.0K———
Omnia Family Wealth, LLC
N/A—484-484-100%$489.1K———
Landing Point Financial Group, LLC
N/A—481-481-100%$486.9K———
Continuum Advisory, LLC
N/A—479-479-100%$484.4K———
Topsail Wealth Management, LLC
N/A—479-479-100%$484.4K———
Alphadyne Asset Management LP
N/A—478-478-100%$483.4K———
Westerkirk Capital Inc.
N/A—476-476-100%$481.4K———
Oxford Financial Group, Ltd. LLC
N/A—471-471-100%$476.4K———
Cohen & Steers, Inc.
N/A—470-470-100%$475.0K———
Carr Financial Group Corp
N/A—465-465-100%$470.4K———
Crewe Advisors LLC
N/A—464-464-100%$469.6K———
McNamara Financial Services, Inc.
N/A—460-460-100%$465.2K———
Pgim Custom Harvest LLC
N/A—459-459-100%$464.8K———
Z3 Capital Partners, LLC
N/A—454-454-100%$459.2K———
Beckerman Institutional, LLC
N/A—445-445-100%$450.2K———
Nelson Capital Management, LLC
N/A—445-445-100%$450.1K———
Ostrum Asset Management
N/A—445-445-100%$450.1K———
Himension Capital (Singapore) Pte. Ltd.
N/A—444-444-100%$449.0K———
Keating Financial Advisory Services, Inc.
N/A—441-441-100%$446.0K———
CTC Alternative Strategies, Ltd.
N/A—440-440-100%$445.0K———
Integrity Financial Corp
N/A—439-439-100%$444.1K———
Kiley Juergens Wealth Management, LLC
N/A—439-439-100%$444.2K———
Signet Private Wealth LLC
N/A—437-437-100%$442.5K———
Core Capital Management & Research, inc.
N/A—437-437-100%$452.9K———
Sand Hill Global Advisors, LLC
N/A—434-434-100%$438.9K———
Talisman Wealth Advisors LLC
N/A—433-433-100%$438.2K———
Pettyjohn, Wood & White, Inc
N/A—431-431-100%$435.9K———
OneAscent Financial Services LLC
N/A—431-431-100%$436.1K———
Meadowbrook Advisors Group, LLC
N/A—429-429-100%$433.9K———
Sonoma Allocations LLC
N/A—428-428-100%$441.1K———
CFO4Life Group, LLC
N/A—425-425-100%$430.1K———
Quantessence Capital LLC
N/A—424-424-100%$428.8K———
Mittelman Wealth Management
N/A—422-422-100%$430.8K———
Tanglewood Legacy Advisors, LLC
N/A—420-420-100%$424.8K———
Ducere Wealth Management LLC
N/A—419-419-100%$423.9K———
Jackson Thornton Wealth Management, LLC
N/A—419-419-100%$423.8K———
Eagle Capital Management LLC
N/A—418-418-100%$422.8K———
Cascade Financial Partners, LLC
N/A—418-418-100%$422.8K———
Summitry LLC
N/A—416-416-100%$420.5K———
Integrity Wealth Solutions LLC
N/A—413-413-100%$417.2K———
Beacon Harbor Wealth Advisors, Inc.
N/A—411-411-100%$418.6K———
City National Bank of Florida
N/A—411-411-100%$415.7K———
Safeguard Investment Advisory Group, LLC
N/A—410-410-100%$415.6K———
Sovereign Investment Advisors, LLC
N/A—410-410-100%$414.7K———
Sfmg, LLC
N/A—406-406-100%$411.0K———
North Dallas Bank & Trust Co
N/A—404-404-100%$408.6K———
Tobias Financial Advisors, Inc.
N/A—403-403-100%$408.1K———
Faithward Advisors, LLC
N/A—402-402-100%$406.6K———
Wealthquest Corp
N/A—401-401-100%$405.6K———
One Charles Private Wealth Services, LLC
N/A—401-401-100%$405.5K———
Dunhill Financial, LLC
N/A—400-400-100%$404.7K———
Core Alternative Capital
N/A—400-400-100%$404.5K———
Acorns Advisers, LLC
N/A—399-399-100%$404.0K———
First Western Trust Bank
N/A—390-390-100%$394.4K———
Planning Alternatives LTD
N/A—386-386-100%$390.4K———
Prudent Investors Network, Inc.
N/A—386-386-100%$390.4K———
Wall Street Financial Group, Inc.
N/A—385-385-100%$389.4K———
Novak & Powell Financial Services, Inc.
N/A—385-385-100%$389.6K———
Marshall Financial Group, LLC
N/A—385-385-100%$389.4K———
Quantum Portfolio Management LLC
N/A—385-385-100%$389.4K———
OakTrust Wealth Advisors, LLC
N/A—382-382-100%$386.3K———
Granite Harbor Advisors, Inc.
N/A—381-381-100%$385.3K———
Keyvantage Wealth, LLC
N/A—381-381-100%$384.9K———
Reyl & Cie S.A.
N/A—376-376-100%$318.9K———
Intrinsic Value Partners, LLC
N/A—376-376-100%$380.3K———
Sharp Wealth Advisory, LLC
N/A—375-375-100%$379.3K———
New World Advisors LLC
N/A—375-375-100%$379.3K———
Bank of the Bluegrass & Trust Co.
N/A—375-375-100%$337.6K———
Palumbo Wealth Management LLC
N/A—375-375-100%$379.7K———
Northwest Quadrant Wealth Management, LLC
N/A—374-374-100%$378.8K———
Eaton Financial Holdings Company, LLC
N/A—368-368-100%$372.6K———
Flatrock Wealth Partners LLC
N/A—357-357-100%$360.9K———
Klcm Advisors, Inc.
N/A—356-356-100%$360.0K———
Addison Capital Co
N/A—356-356-100%$360.0K———
Dock Street Asset Management Inc
N/A—356-356-100%$360.0K———
Brendel Financial Advisors LLC
N/A—355-355-100%$359.0K———
Maxele Advisors, LLC
N/A—355-355-100%$359.0K———
First Long Island Investors, LLC
N/A—355-355-100%$359.0K———
Sunflower Bank, N.A.
N/A—354-354-100%$358.0K———
Blalock Williams, LLC
N/A—354-354-100%$358.0K———
Cape ANN Savings Bank
N/A—353-353-100%$357.0K———
M3 Advisory Group, LLC
N/A—352-352-100%$356.0K———
BlackDiamond Wealth Management, LLC
N/A—352-352-100%$364.0K———
Millstone Evans Group, LLC
N/A—350-350-100%$354.0K———
Eaton-Cambridge Inc.
N/A—349-349-100%$352.9K———
Parkwoods Wealth Partners, LLC
N/A—348-348-100%$352.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—348-348-100%$352.0K———
Thomasville National Bank
N/A—347-347-100%$350.9K———
Pitcairn Wealth Advisors LLC
N/A—347-347-100%$350.9K———
Port Capital LLC
N/A—346-346-100%$349.9K———
Baron Silver Stevens Financial Advisors, LLC
N/A—346-346-100%$350.4K———
Tiaa Trust, National Association
N/A—346-346-100%$349.9K———
W1m Asset Management Ltd
N/A—346-346-100%$349.9K———
Panoramic Investment Advisors, LLC
N/A—341-341-100%$344.9K———
Boston Family Office LLC
N/A—340-340-100%$344.0K———
White Pine Capital LLC
N/A—339-339-100%$342.9K———
Strategic Investment Solutions, Inc.
N/A—338-338-100%$342.1K———
American Financial Advisors, LLC
N/A—335-335-100%$339.1K———
Drucker Wealth 3.0, LLC
N/A—335-335-100%$339.5K———
Koss-Olinger Consulting, LLC
N/A—335-335-100%$339.1K———
SSA Swiss Advisors AG
N/A—332-332-100%$335.8K———
Banque Transatlantique SA
N/A—332-332-100%$335.8K———
Barnes Pettey Financial Advisors, LLC
N/A—330-330-100%$333.8K———
Fairfield, Bush & Co.
N/A—330-330-100%$333.8K———
Oder Investment Management, LLC
N/A—329-329-100%$333.2K———
Valtrion Capital Management, LLC
N/A—329-329-100%$332.9K———
South Plains Financial, Inc.
N/A—327-327-100%$330.7K———
Berkeley Capital Partners, LLC
N/A—327-327-100%$330.7K———
Mason & Associates Inc
N/A—324-324-100%$327.7K———
Aventura Private Wealth, LLC
N/A—323-323-100%$326.4K———
Truepoint, Inc.
N/A—323-323-100%$326.7K———
Star Financial Bank
N/A—322-322-100%$325.7K———
Iconiq Capital, LLC
N/A—321-321-100%$324.7K———
Satovsky Asset Management LLC
N/A—321-321-100%$324.8K———
Silvant Capital Management LLC
N/A—321-321-100%$324.7K———
HHM Wealth Advisors, LLC
N/A—320-320-100%$323.6K———
Arvest Bank Trust Division
N/A—319-319-100%$322.6K———
Iron Gate Global Advisors LLC
N/A—319-319-100%$322.6K———
Chilton Investment Co Inc.
N/A—317-317-100%$320.6K———
Migdal Insurance & Financial Holdings Ltd.
N/A—317-317-100%$292.5K———
Twin Lakes Capital Management, LLC
N/A—310-310-100%$313.9K———
Paul R. Ried Financial Group, LLC
N/A—310-310-100%$313.5K———
Crux Wealth Advisors
N/A—309-309-100%$312.3K———
Select Asset Management & Trust
N/A—308-308-100%$312.0K———
Bearing Point Capital, LLC
N/A—304-304-100%$307.5K———
Aspen Grove Capital, LLC
N/A—304-304-100%$307.5K———
Innovative Asset Advisors Group, LLC
N/A—304-304-100%$307.0K———
Red Wave Investments LLC
N/A—304-304-100%$307.2K———
Wealthspire Retirement, LLC
N/A—302-302-100%$305.2K———
GatePass Capital, LLC
N/A—301-301-100%$304.4K———
Financial Sense Advisors, Inc.
N/A—300-300-100%$303.4K———
Huber Capital Management LLC
N/A—300-300-100%$303.4K———
Boston Research & Management Inc
N/A—300-300-100%$303.4K———
GQG Partners LLC
N/A—298-298-100%$301.2K———
Athena Investment Management
N/A—297-297-100%$300.4K———
Kennedy Capital Management LLC
N/A—296-296-100%$299.4K———
SageGuard Financial Group, LLC
N/A—295-295-100%$298.3K———
Piedmont Capital Management, LLC
N/A—294-294-100%$300.5K———
Hills Bank & Trust Co
N/A—292-292-100%$295.3K———
MRP Capital Investments, LLC
N/A—290-290-100%$293.3K———
Arkos Global Advisors
N/A—290-290-100%$293.0K———
Traub Capital Management LLC
N/A—289-289-100%$292.3K———
Northstar Group, Inc.
N/A—289-289-100%$292.6K———
Meridian Wealth Partners, LLC
N/A—288-288-100%$291.6K———
Seneca House Advisors
N/A—287-287-100%$289.9K———
Mayport, LLC
N/A—285-285-100%$288.2K———
GW&K Investment Management, LLC
N/A—285-285-100%$288.0K———
Chesapeake Wealth Management
N/A—284-284-100%$287.2K———
FWG Holdings, LLC
N/A—283-283-100%$300.3K———
Optiver Holding B.V.
N/A—283-283-100%$286.2K———
Vantus Wealth LLC
N/A—282-282-100%$285.2K———
Fortis Capital Management LLC
N/A—280-280-100%$282.8K———
Bouchey Financial Group, Ltd.
N/A—280-280-100%$283.6K———
Southeast Asset Advisors, LLC
N/A—279-279-100%$282.2K———
Capital Financial Group Inc\co\
N/A—278-278-100%$281.2K———
Allium Financial Advisors, LLC
N/A—278-278-100%$281.2K———
Hall Capital Management Co Inc
N/A—277-277-100%$280.1K———
Orion Capital Management LLC
N/A—275-275-100%$278.1K———
Beck Capital Management, LLC
N/A—273-273-100%$275.9K———
XP Advisory US, Inc.
N/A—272-272-100%$275.1K———
LeClair Wealth Partners LLC
N/A—271-271-100%$273.9K———
Park Place Capital Corp
N/A—269-269-100%$272.1K———
Numerai GP LLC
N/A—268-268-100%$271.0K———
Magnolia Private Wealth, LLC
N/A—267-267-100%$270.0K———
Harvest Investment Services, LLC
N/A—265-265-100%$268.0K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—265-265-100%$268.3K———
Peak Retirement Planning, Inc.
N/A—264-264-100%$267.2K———
Cadia Private Client LLC
N/A—263-263-100%$266.1K———
Marietta Investment Partners LLC
N/A—262-262-100%$265.0K———
Benchmark Investment Advisors LLC
N/A—262-262-100%$264.5K———
J.E. Simmons & Co., P.C.
N/A—261-261-100%$264.0K———
Verition Fund Management LLC
N/A—261-261-100%$264.0K———
Wayfinding Financial, LLC
N/A—260-260-100%$262.0K———
Summit Wealth Group, LLC
N/A—259-259-100%$261.9K———
Investor's Fiduciary Advisor Network, LLC
N/A—258-258-100%$260.0K———
Vines Capital Management, LLC
N/A—258-258-100%$260.9K———
Madison Wealth Partners, Inc
N/A—258-258-100%$261.4K———
Horizon Bancorp Inc
N/A—256-256-100%$259.0K———
Stonebridge Financial Group, LLC / MO
N/A—255-255-100%$257.9K———
Marshall Investment Management, LLC
N/A—254-254-100%$257.4K———
First National Advisers, LLC
N/A—254-254-100%$256.9K———
First Financial Bankshares Inc
N/A—253-253-100%$255.9K———
OneAscent Family Office, LLC
N/A—251-251-100%$253.9K———
Conway Capital Management, Inc.
N/A—250-250-100%$252.8K———
Ramirez Asset Management, Inc.
N/A—250-250-100%$252.8K———
Henson-Edgewater Management, LLC
N/A—250-250-100%$259.3K———
MWA Asset Management
N/A—250-250-100%$252.8K———
Dempze Nancy E
N/A—250-250-100%$252.8K———
LifePlan Investment Advisors, Inc.
N/A—249-249-100%$251.4K———
Brio Consultants, LLC
N/A—246-246-100%$248.8K———
IMA Advisory Services, Inc.
N/A—246-246-100%$248.8K———
Element Wealth, LLC
N/A—245-245-100%$247.5K———
Bank Hapoalim BM
N/A—243-243-100%$246.0K———
Laraway Financial Advisors Inc
N/A—240-240-100%$242.7K———
1015 Capital Partners, LLC
N/A—238-238-100%$240.7K———
Strategic Financial Partners, Ltd.
N/A—237-237-100%$239.8K———
Wealthedge Investment Advisors, LLC
N/A—236-236-100%$239.1K———
Paladin Advisory Group, LLC
N/A—234-234-100%$236.7K———
nVerses Capital, LLC
N/A—234-234-100%$236.7K———
Van Hulzen Asset Management, LLC
N/A—231-231-100%$233.6K———
M1 Capital Management LLC
N/A—229-229-100%$231.6K———
Battery Global Advisors, LLC
N/A—229-229-100%$231.6K———
Raffa Wealth Management, LLC
N/A—229-229-100%$231.6K———
Golden Road Advisors LLC
N/A—228-228-100%$230.6K———
Sittner & Nelson, LLC
N/A—227-227-100%$229.6K———
Sterneck Capital Management, LLC
N/A—225-225-100%$227.6K———
WealthTrust Axiom LLC
N/A—225-225-100%$227.6K———
Rialto Wealth Management, LLC
N/A—224-224-100%$226.5K———
Bridgewealth Advisory Group, LLC
N/A—221-221-100%$223.5K———
Wallace Capital Management Inc.
N/A—220-220-100%$222.5K———
Ironwood Investment Counsel, LLC
N/A—219-219-100%$221.7K———
Baltimore-Washington Financial Advisors, Inc.
N/A—218-218-100%$220.5K———
Glassy Mountain Advisors, Inc.
N/A—216-216-100%$218.0K———
TD Capital Management LLC
N/A—213-213-100%$215.6K———
Algert Global LLC
N/A—213-213-100%$215.4K———
UP Strategic Wealth Investment Advisors LLC
N/A—211-211-100%$223.7K———
Wood Tarver Financial Group, LLC
N/A—208-208-100%$210.0K———
Clarendon Private LLC
N/A—208-208-100%$210.4K———
Campion Asset Management
N/A—206-206-100%$208.3K———
Atlas Wealth LLC
N/A—206-206-100%$208.3K———
Aegis Wealth Management LLC
N/A—206-206-100%$208.3K———
Shufro Rose & Co LLC
N/A—204-204-100%$206.3K———
CM Wealth Advisors LLC
N/A—204-204-100%$206.3K———
V. M. Manning & Co., Inc.
N/A—203-203-100%$205.0K———
Silver Coast Investments LLC
N/A—202-202-100%$204.3K———
Miller Investment Management, LP
N/A—202-202-100%$204.3K———
Resurgent Financial Advisors LLC
N/A—202-202-100%$204.3K———
Paragon Capital Management LLC
N/A—201-201-100%$203.3K———
Voya Financial Advisors, Inc.
N/A—200-200-100%$204.0K———
Ehrenkranz Partners L.P.
N/A—200-200-100%$202.3K———
First National Bank & Trust Co of Newtown
N/A—200-200-100%$203.7K———
Elefante Mark B
N/A—200-200-100%$202.3K———
Financial Alternatives, Inc
N/A—198-198-100%$200.7K———
Vanguard National Trust Co
N/A—193-193-100%$195.2K———
Riverview Trust Co
N/A—190-190-100%$192.2K———
S&T Bank
N/A—185-185-100%$187.1K———
Godfrey Financial Associates, Inc.
N/A—181-181-100%$183.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—180-180-100%$182.0K———
Kilter Group LLC
N/A—175-175-100%$177.0K———
Bruce G. Allen Investments, LLC
N/A—172-172-100%$174.0K———
CNB Bank
N/A—171-171-100%$172.9K———
Sachetta, LLC
N/A—156-156-100%$157.8K———
Bellevue Asset Management, LLC
N/A—150-150-100%$151.7K———
Harborfront Financial Group LLC
N/A—141-141-100%$143.0K———
RiverPark Advisors, LLC
N/A—126-126-100%$127.4K———
Johnson Financial Group, Inc.
N/A—125-125-100%$126.4K———
Tacita Capital Inc
N/A—125-125-100%$126.4K———
Philadelphia Investment Partners, LLC
N/A—124-124-100%$125.3K———
WealthCollab, LLC
N/A—112-112-100%$113.2K———
Dogwood Wealth Management LLC
N/A—105-105-100%$106.2K———
Kemnay Advisory Services Inc.
N/A—105-105-100%$106.2K———
Security National Bank of SO DAK
N/A—103-103-100%$104.2K———
Swan Capital LLC
N/A—103-103-100%$104.2K———
Longview Financial Advisors LLC
N/A—102-102-100%$103.2K———
Ogorek Anthony Joseph
N/A—101-101-100%$102.0K———
Truvestments Capital LLC
N/A—99-99-100%$100.4K———
N.E.W. Advisory Services LLC
N/A—96-96-100%$96.9K———
JPL Wealth Management, LLC
N/A—93-93-100%$94.1K———
Index Technologies Group LLC
N/A—84-84-100%$85.0K———
JDM Financial Group LLC
N/A—80-80-100%$80.9K———
Regatta Research & Money Management
N/A—76-76-100%$76.9K———
Darwin Wealth Management, LLC
N/A—75-75-100%$75.9K———
Chelsea Counsel Co
N/A—75-75-100%$75.9K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—74-74-100%$74.8K———
Medallion Wealth Advisors, LLC
N/A—70-70-100%$70.8K———
Bravera Wealth
N/A—68-68-100%$68.8K———
Premier Financial Group
N/A—64-64-100%$64.7K———
Tidemark, LLC
N/A—61-61-100%$61.4K———
Cornerstone Financial Management LLC
N/A—61-61-100%$61.7K———
Front Row Advisors LLC
N/A—61-61-100%$63.1K———
Sumitomo Mitsui Financial Group, Inc.
N/A—60-60-100%$60.7K———
Standard Family Office LLC
N/A—60-60-100%$60.7K———
Caitlin John, LLC
N/A—60-60-100%$60.7K———
Measured Wealth Private Client Group, LLC
N/A—59-59-100%$59.7K———
Meeder Asset Management Inc
N/A—56-56-100%$56.6K———
Security National Bank of Sioux City Iowa
N/A—52-52-100%$52.6K———
Atlantic Private Wealth, LLC
N/A—50-50-100%$50.6K———
Avenir Tech Ltd
N/A—50-50-100%$50.6K———
Graney & King, LLC
N/A—50-50-100%$50.6K———
Osbon Capital Management LLC
N/A—48-48-100%$48.5K———
Seneschal Advisors, LLC
N/A—47-47-100%$47.5K———
Allied Private Wealth LLC
N/A—45-45-100%$46.8K———
Synergy Investment Management, LLC
N/A—44-44-100%$43.4K———
Caldwell Sutter Capital, Inc.
N/A—44-44-100%$44.5K———
Osterweis Capital Management Inc
N/A—43-43-100%$43.5K———
Frazier Financial Advisors, LLC
N/A—40-40-100%$40.7K———
Manning & Napier Advisors LLC
N/A—35-35-100%$35.7K———
Silicon Valley Capital Partners
N/A—32-32-100%$32.6K———
Turim 21 Investimentos Ltda.
N/A—29-29-100%$29.3K———
Anchor Bay Capital, Inc.
N/A—29-29-100%$29.6K———
Boreal Capital Management LLC
N/A—28-28-100%$28.3K———
Rexford Capital Inc
N/A—27-27-100%$27.3K———
Atomic Invest LLC
N/A—27-27-100%$27.4K———
BOK Financial Private Wealth, Inc.
N/A—26-26-100%$26.3K———
Mark Sheptoff Financial Planning, LLC
N/A—25-25-100%$25.3K———
Strive Financial Group,LLC
N/A—25-25-100%$25.3K———
Cetera Trust Company, N.a
N/A—25-25-100%$25.3K———
Fourth Dimension Wealth, LLC
N/A—24-24-100%$24.3K———
Kerr Financial Planning Corp
N/A—24-24-100%$23.7K———
Volterra Technologies LP
N/A—23-23-100%$23.3K———
Nova Wealth Management, Inc.
N/A—23-23-100%$23.3K———
Luminist Capital LLC
N/A—23-23-100%$23.3K———
HFM Investment Advisors, LLC
N/A—22-22-100%$22.3K———
Cypress Capital Management LLC (WY)
N/A—21-21-100%$21.2K———
Balyasny Asset Management L.P.
N/A—20-20-100%$20.2K———
Atlas Capital Advisors Inc.
N/A—19-19-100%$19.2K———
VSM Wealth Advisory, LLC
N/A—15-15-100%$15.2K———
Westend Capital Management, LLC
N/A—15-15-100%$15.2K———
Delos Wealth Advisors, LLC
N/A—14-14-100%$14.2K———
Roble, Belko & Company, Inc
N/A—12-12-100%$12———
Park Square Financial Group, LLC
N/A—12-12-100%$12.1K———
Oakmont Advisory Group, LLC
N/A—11-11-100%$11.5K———
HighMark Wealth Management LLC
N/A—9-9-100%$9.1K———
Imprint Wealth LLC
N/A—9-9-100%$9.1K———
Mpwm Advisory Solutions, LLC
N/A—8-8-100%$8.3K———
PlanVest Financial, Inc
N/A—6-6-100%$6.1K———
Meramec Financial Planners, LLC
N/A—6-6-100%$6.3K———
Financial Gravity Companies, Inc.
N/A—5-5-100%$5.1K———
Cbiz Investment Advisory Services, LLC
N/A—4-4-100%$3.4K———
Ankerstar Wealth, LLC
N/A—4-4-100%$4.0K———
Minot DeBlois Advisors LLC
N/A—4-4-100%$4.5K———
Investors Portfolio Services LLC
N/A—4-4-100%$3.7K———
Palladiem, LLC
N/A—4-4-100%$4.0K———
Highland Investment Advisors LLC
N/A—3-3-100%$3.1K———
Benson Wealth Management Inc
N/A—2-2-100%$2.0K———
Peak6 LLC
N/A—2-2-100%$1.9K———
Intesa Sanpaolo S.p.A.
N/A—1-1-100%$1.0K———
Delta Accumulation, LLC
N/A—1-1-100%$1.0K———
Quarry LP
N/A—1-1-100%$1.0K———
Logan Capital Management Inc
N/A—1-1-100%$1.0K———
Cordant, Inc.
N/A—00—$354———
Showing 3278 of 3278 institutions